UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
UBS List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,700 UBS employees in database. Find out everything there's to know about UBS employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Employees
Employee
Years
Job
Industry
Paresh Sharma Paresh Sharma's UBS Experience June 2002 - January 2006
Job Capital Markets Technology at Capital One
Industry Investment Banking
Experience
Capital One June 2015 - Present
Citi March 2012 - May 2015
Fidelity Investments October 2011 - March 2012
Dow Jones Indexes January 2011 - September 2011
Bank of America January 2007 - December 2010
Intelligent Markets January 2006 - December 2006
UBS June 2002 - January 2006
Skills
Multithreading, Market Data, Spring, Core Java, MongoDB, Hibernate, Sun Certified Java..., Solution Architecture, Straight Through..., Prime Brokerage, Fixed Income, Credit Default Swaps, Aspect Oriented..., Unix Shell Scripting, Android Development, Shell Scripting, Spring Framework
Education
Indian Institute of Technology, Roorkee 1994 — 1998
Bachelor's, Electrical Engineering
Capital One June 2015 - Present
Citi March 2012 - May 2015
Fidelity Investments October 2011 - March 2012
Dow Jones Indexes January 2011 - September 2011
Bank of America January 2007 - December 2010
Intelligent Markets January 2006 - December 2006
UBS June 2002 - January 2006
Skills
Multithreading, Market Data, Spring, Core Java, MongoDB, Hibernate, Sun Certified Java..., Solution Architecture, Straight Through..., Prime Brokerage, Fixed Income, Credit Default Swaps, Aspect Oriented..., Unix Shell Scripting, Android Development, Shell Scripting, Spring Framework
Education
Indian Institute of Technology, Roorkee 1994 — 1998
Bachelor's, Electrical Engineering
Emily (Batt) Borg Emily (Batt) Borg's UBS Experience August 2008 - December 2008
Job Assistant Buyer at West Elm at WilliamsSonoma, Inc.
Industry Marketing and Advertising
Experience
West Elm at Williams-Sonoma, Inc. July 2014 - Present
West Elm at Williams-Sonoma, Inc. April 2013 - Present
Harrison and Star October 2010 - April 2013
Geller & Company March 2009 - October 2010
UBS August 2008 - December 2008
Skills
Outlook, Administrative Support, PowerPoint, Word, Excel, Event Planning, Photoshop, Mac OS X, PC, Travel, Administrative..., Microsoft Excel
Education
Indiana University Bloomington 2004 — 2008
Bachelor of Arts, Telecommunications
Lower Merion High School 2000 — 2004
West Elm at Williams-Sonoma, Inc. July 2014 - Present
West Elm at Williams-Sonoma, Inc. April 2013 - Present
Harrison and Star October 2010 - April 2013
Geller & Company March 2009 - October 2010
UBS August 2008 - December 2008
Skills
Outlook, Administrative Support, PowerPoint, Word, Excel, Event Planning, Photoshop, Mac OS X, PC, Travel, Administrative..., Microsoft Excel
Education
Indiana University Bloomington 2004 — 2008
Bachelor of Arts, Telecommunications
Lower Merion High School 2000 — 2004
Bernardo Scavelli's UBS Experience June 2013 - August 2013
Job Business Analyst at MV Transportation
Industry Financial Services
Experience
MV Transportation June 2015 - Present
State Farm May 2014 - August 2014
Educational Investment Fund--Illinois State University January 2014 - May 2014
UBS June 2013 - August 2013
Dovenmuehle Mortgage May 2013 - June 2013
Illinois State University January 2013 - May 2013
Garden Quarter Neighborhood Resource Center January 2011 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Communication, Sales, Marketing, Leadership, Finance, Mathematics, Writing, English grammar, Time Management, Organization, Critical Thinking, Problem Solving, Public Speaking, Analysis, Research, Customer Service, Event Planning, Social Media, Team Leadership
Education
Illinois State University 2012 — 2014
Finance-Accounting, Junior
University of Missouri-Columbia 2011 — 2012
Business Administration-Marketing
McHenry County College 2010 — 2011
Business Administration, Music
MV Transportation June 2015 - Present
State Farm May 2014 - August 2014
Educational Investment Fund--Illinois State University January 2014 - May 2014
UBS June 2013 - August 2013
Dovenmuehle Mortgage May 2013 - June 2013
Illinois State University January 2013 - May 2013
Garden Quarter Neighborhood Resource Center January 2011 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Communication, Sales, Marketing, Leadership, Finance, Mathematics, Writing, English grammar, Time Management, Organization, Critical Thinking, Problem Solving, Public Speaking, Analysis, Research, Customer Service, Event Planning, Social Media, Team Leadership
Education
Illinois State University 2012 — 2014
Finance-Accounting, Junior
University of Missouri-Columbia 2011 — 2012
Business Administration-Marketing
McHenry County College 2010 — 2011
Business Administration, Music
Fei Wang Fei Wang's UBS Experience May 2008 - Present
Job
Industry Financial Services
Experience
UBS May 2008 - Present
St. Vincent de Paul / Marillac Social Center January 2010 - Present
JPMorgan March 2004 - May 2008
Morgan Stanley August 2000 - March 2004
Education
The University of Chicago - Booth School of Business 2001 — 2004
MBA, Accounting and Finance
Illinois State University 1995 — 1999
BA, Economics
UBS May 2008 - Present
St. Vincent de Paul / Marillac Social Center January 2010 - Present
JPMorgan March 2004 - May 2008
Morgan Stanley August 2000 - March 2004
Education
The University of Chicago - Booth School of Business 2001 — 2004
MBA, Accounting and Finance
Illinois State University 1995 — 1999
BA, Economics
Jacqueline Denton Jacqueline Denton's UBS Experience July 2015 - Present
Job Assistant General Counsel at UBS
Industry Legal Services
Experience
UBS July 2015 - Present
KraftCPAs PLLC December 2014 - Present
Grant Fridkin Pearson, P.A. November 2009 - December 2014
Skills
Civil Litigation, Tax Law, Real Estate, Litigation, Trusts, Estate Tax Planning, Wills, Estate Administration, Courts, Estate Planning
Education
University of Florida - Fredric G. Levin College of Law 2006 — 2007
LL.M., Tax Law
Samford University, Cumberland School of Law 2003 — 2006
J.D.
Indiana University Bloomington 1999 — 2003
B.S.
UBS July 2015 - Present
KraftCPAs PLLC December 2014 - Present
Grant Fridkin Pearson, P.A. November 2009 - December 2014
Skills
Civil Litigation, Tax Law, Real Estate, Litigation, Trusts, Estate Tax Planning, Wills, Estate Administration, Courts, Estate Planning
Education
University of Florida - Fredric G. Levin College of Law 2006 — 2007
LL.M., Tax Law
Samford University, Cumberland School of Law 2003 — 2006
J.D.
Indiana University Bloomington 1999 — 2003
B.S.
Peter Kuhnlein's UBS Experience 2007 - 2009
Job Independent Land Agent
Industry Oil & Energy
Experience
Duncan Land Services February 2011 - Present
Saint Francis University 2009 - 2010
UBS 2007 - 2009
Skills
Contract Negotiation, Petroleum, Negotiation, Oil/Gas, Gas, Contract Management, Construction, Natural Gas, Energy, Pipelines, Real Estate, Procurement, Microsoft Office, Upstream, Energy Industry
Education
Indiana University of Pennsylvania 2002 — 2005
Bachelor of Science (BS), Finance, General
Saint Francis University
Duncan Land Services February 2011 - Present
Saint Francis University 2009 - 2010
UBS 2007 - 2009
Skills
Contract Negotiation, Petroleum, Negotiation, Oil/Gas, Gas, Contract Management, Construction, Natural Gas, Energy, Pipelines, Real Estate, Procurement, Microsoft Office, Upstream, Energy Industry
Education
Indiana University of Pennsylvania 2002 — 2005
Bachelor of Science (BS), Finance, General
Saint Francis University
KS Jangbahadur KS Jangbahadur's UBS Experience 2002 - 2006
Job * Taking time off *
Industry Venture Capital & Private Equity
Experience
JP Morgan December 2011 - December 2014
ICICI Venture 2008 - 2011
J.P. Morgan 2006 - 2008
UBS 2002 - 2006
Credit Suisse 1998 - 2002
J.P. Morgan and ISEC (JP Morgan JV with ICICI) 1994 - 1998
Tata Steel 1991 - 1992
Education
IIM Ahmedabad 1992 — 1994
Master of Business Administration (MBA)
Indian Institute of Technology (Banaras Hindu University), Varanasi 1987 — 1991
Bachelor of Technology (BTech), Mechanical Engineering
JP Morgan December 2011 - December 2014
ICICI Venture 2008 - 2011
J.P. Morgan 2006 - 2008
UBS 2002 - 2006
Credit Suisse 1998 - 2002
J.P. Morgan and ISEC (JP Morgan JV with ICICI) 1994 - 1998
Tata Steel 1991 - 1992
Education
IIM Ahmedabad 1992 — 1994
Master of Business Administration (MBA)
Indian Institute of Technology (Banaras Hindu University), Varanasi 1987 — 1991
Bachelor of Technology (BTech), Mechanical Engineering
Andrew Zeplin Andrew Zeplin's UBS Experience September 2013 - Present
Job Equity Trader
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2014 - Present
UBS September 2013 - Present
Costco Wholesale May 2012 - Present
Air Centers of Florida January 2013 - January 2013
Aflac March 2012 - September 2012
Ralph Lauren October 2010 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Marketing, Access, Time Management, Management
Education
West Chester University of Pennsylvania 2013 — 2014
Bachelor of Science (B.S.), Finance, 3.57
Indiana University of Pennsylvania 2010 — 2013
Bachelor of Science (B.S.), Finance, 3.52
Bishop Mcdevitt High School 2006 — 2010
Pershing, a BNY Mellon company June 2014 - Present
UBS September 2013 - Present
Costco Wholesale May 2012 - Present
Air Centers of Florida January 2013 - January 2013
Aflac March 2012 - September 2012
Ralph Lauren October 2010 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Marketing, Access, Time Management, Management
Education
West Chester University of Pennsylvania 2013 — 2014
Bachelor of Science (B.S.), Finance, 3.57
Indiana University of Pennsylvania 2010 — 2013
Bachelor of Science (B.S.), Finance, 3.52
Bishop Mcdevitt High School 2006 — 2010
Adam Morton's UBS Experience June 2015 - August 2015
Job Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS June 2015 - August 2015
UBS May 2014 - August 2014
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Science (B.S.), Finance, International Business, and Operations Management, 3.7
Evanston Township High School 2008 — 2012
UBS June 2015 - August 2015
UBS May 2014 - August 2014
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Science (B.S.), Finance, International Business, and Operations Management, 3.7
Evanston Township High School 2008 — 2012
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
Richard Paris's UBS Experience October 2008 - Present
Job First Vice President, Certified Financial Planner at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS October 2008 - Present
A.G. Edwards September 1995 - October 2008
Education
Indiana University-Southeast 1990 — 1994
Bachelor of Science (B.S.), Business/Finance
UBS October 2008 - Present
A.G. Edwards September 1995 - October 2008
Education
Indiana University-Southeast 1990 — 1994
Bachelor of Science (B.S.), Business/Finance
Colby Clumeck's UBS Experience May 2012 - August 2012
Job Client Services Associate at CFS International
Industry Financial Services
Experience
CFS International May 2013 - Present
UBS May 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Social Media
Education
Indiana University - Kelley School of Business 2009 — 2013
BS with honors in Business, Finance, General
CFS International May 2013 - Present
UBS May 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Social Media
Education
Indiana University - Kelley School of Business 2009 — 2013
BS with honors in Business, Finance, General
Paul Bostrom Paul Bostrom's UBS Experience June 1995 - April 2007
Job Vice President, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2007 - Present
UBS June 1995 - April 2007
Skills
Leadership, Business Development
Education
Keller Graduate School of Management of DeVry University 1978 — 1981
MBA, Finance
Indiana University - Kelley School of Business 1967 — 1970
BS, Marketing
Morgan Stanley Wealth Management April 2007 - Present
UBS June 1995 - April 2007
Skills
Leadership, Business Development
Education
Keller Graduate School of Management of DeVry University 1978 — 1981
MBA, Finance
Indiana University - Kelley School of Business 1967 — 1970
BS, Marketing
Ben Bruno's UBS Experience August 2015 - Present
Job Client Services Specialist / Kelley MBA Candidate
Industry Financial Services
Experience
UBS August 2015 - Present
Freelance Musician/Private Instructor January 1995 - Present
SunTrust October 2014 - August 2015
Whole Foods Market March 2013 - November 2014
Whole Foods Market June 2013 - March 2014
KHS Musical Instruments May 2011 - October 2012
KHS Musical Instruments June 2010 - May 2011
Pearl Corporation June 2007 - June 2010
Mapex Drums May 2006 - August 2006
Skills
Music, Percussion, Drums, Social Media, Marketing, Event Planning, Social Networking, Music Industry, Music Education, Public Relations, Music Production, Public Speaking, Teaching, Management, Event Management, Product Development, Product Marketing, Product Management, Leadership
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
University of Miami 2003 — 2007
BM, Music Business, Marketing, Business Administration, Cum Laude
Lansing High School 1999 — 2003
UBS August 2015 - Present
Freelance Musician/Private Instructor January 1995 - Present
SunTrust October 2014 - August 2015
Whole Foods Market March 2013 - November 2014
Whole Foods Market June 2013 - March 2014
KHS Musical Instruments May 2011 - October 2012
KHS Musical Instruments June 2010 - May 2011
Pearl Corporation June 2007 - June 2010
Mapex Drums May 2006 - August 2006
Skills
Music, Percussion, Drums, Social Media, Marketing, Event Planning, Social Networking, Music Industry, Music Education, Public Relations, Music Production, Public Speaking, Teaching, Management, Event Management, Product Development, Product Marketing, Product Management, Leadership
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
University of Miami 2003 — 2007
BM, Music Business, Marketing, Business Administration, Cum Laude
Lansing High School 1999 — 2003
Malay Mallick Malay Mallick's UBS Experience July 2001 - January 2006
Job Engineering Manager at Apple
Industry Information Technology and Services
Experience
Apple December 2013 - Present
Nokia October 2011 - November 2013
Nokia August 2008 - September 2011
Chordiant Software January 2006 - July 2008
UBS July 2001 - January 2006
Polaris Software Lab June 2000 - July 2001
CMC Ltd June 1996 - June 2000
Skills
Agile Methodologies, Architecture, SOA, Hadoop, Java Enterprise Edition, Web Services, Enterprise Architecture, System Architecture, Scrum, Spring, ClearCase, SDLC, Cloud Computing, Distributed Systems, HBase, Product Development, Product Management, Project Management, Software Engineering..., Software Engineering, Predictive Analytics, Text Analytics, Web Analytics
Education
Northwestern University 2013 — 2015
MS in Predictive Analytics, Predictive Modeling, Statistics
Indian School of Mines 1992 — 1996
Bachelor of Technology, Application of Computer Science in Mining
Kendriya Vidyalaya 1990 — 1992
Secondary School, Mathematics, Physics, Chemistry
Kendriya Vidyalaya 1982 — 1989
School
Apple December 2013 - Present
Nokia October 2011 - November 2013
Nokia August 2008 - September 2011
Chordiant Software January 2006 - July 2008
UBS July 2001 - January 2006
Polaris Software Lab June 2000 - July 2001
CMC Ltd June 1996 - June 2000
Skills
Agile Methodologies, Architecture, SOA, Hadoop, Java Enterprise Edition, Web Services, Enterprise Architecture, System Architecture, Scrum, Spring, ClearCase, SDLC, Cloud Computing, Distributed Systems, HBase, Product Development, Product Management, Project Management, Software Engineering..., Software Engineering, Predictive Analytics, Text Analytics, Web Analytics
Education
Northwestern University 2013 — 2015
MS in Predictive Analytics, Predictive Modeling, Statistics
Indian School of Mines 1992 — 1996
Bachelor of Technology, Application of Computer Science in Mining
Kendriya Vidyalaya 1990 — 1992
Secondary School, Mathematics, Physics, Chemistry
Kendriya Vidyalaya 1982 — 1989
School
Robert Armstrong, CFP®'s UBS Experience November 2003 - July 2009
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2009 - Present
UBS November 2003 - July 2009
UPS October 1992 - June 2000
Skills
Management, Public Speaking, Saving for Education, Leadership, College Savings Plans, Personal Financial...
Education
Indiana University-Southeast 1997 — 2000
Master of Business Administration (MBA)
University of Louisville 1989 — 1993
Bachelor of Science (BS), Accounting and Business/Management
Fort Knox High School 1984 — 1988
Diploma
Wells Fargo Advisors July 2009 - Present
UBS November 2003 - July 2009
UPS October 1992 - June 2000
Skills
Management, Public Speaking, Saving for Education, Leadership, College Savings Plans, Personal Financial...
Education
Indiana University-Southeast 1997 — 2000
Master of Business Administration (MBA)
University of Louisville 1989 — 1993
Bachelor of Science (BS), Accounting and Business/Management
Fort Knox High School 1984 — 1988
Diploma
Charlie Clayton's UBS Experience July 2012 - Present
Job HR Business Partner at UBS
Industry Financial Services
Experience
UBS July 2012 - Present
UBS October 2009 - July 2012
UBS June 2007 - September 2009
Education
Illinois Wesleyan University 1997 — 2001
Manhattan School of Music
UBS July 2012 - Present
UBS October 2009 - July 2012
UBS June 2007 - September 2009
Education
Illinois Wesleyan University 1997 — 2001
Manhattan School of Music
Harison Edwards Harison Edwards's UBS Experience August 2014 - Present
Job Credit Sales Analyst at UBS
Industry Financial Services
Experience
UBS August 2014 - Present
Richmond Rugby Football Club June 2011 - Present
Oil Brokerage Ltd August 2013 - July 2014
CNI (UK) Limited September 2012 - August 2013
Imperial College London September 2011 - September 2012
University of Bristol September 2007 - June 2010
Skills
Climate Change, Environmental..., Carbon Trading, Sustainability, Carbon Markets, Energy, Environmental Policy, Economics, Analysis, Research, Ecology, Environmental Issues, Negotiation, Sustainable Development, Environmental Science
Education
Imperial College London 2011 — 2012
Master of Science (MSc), Environmental Technology, Merit
University of Bristol 2007 — 2010
Bachelor of Science (BSc), Biological Sciences, 2.1
Canford School 2002 — 2007
A Level, Chemistry (A), Biology (A), Geography (A)
UBS August 2014 - Present
Richmond Rugby Football Club June 2011 - Present
Oil Brokerage Ltd August 2013 - July 2014
CNI (UK) Limited September 2012 - August 2013
Imperial College London September 2011 - September 2012
University of Bristol September 2007 - June 2010
Skills
Climate Change, Environmental..., Carbon Trading, Sustainability, Carbon Markets, Energy, Environmental Policy, Economics, Analysis, Research, Ecology, Environmental Issues, Negotiation, Sustainable Development, Environmental Science
Education
Imperial College London 2011 — 2012
Master of Science (MSc), Environmental Technology, Merit
University of Bristol 2007 — 2010
Bachelor of Science (BSc), Biological Sciences, 2.1
Canford School 2002 — 2007
A Level, Chemistry (A), Biology (A), Geography (A)
Francesco D'Andrea, AWMA®'s UBS Experience July 2014 - Present
Job
Industry Financial Services
Experience
UBS July 2014 - Present
BNY Mellon April 2009 - June 2014
Merchant Cash and Capital LLC September 2008 - December 2008
Wells Fargo May 2007 - August 2007
Merrill Lynch May 2005 - August 2006
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor's Degree, Finance
Millburn High School, NJ 2000 — 2004
UBS July 2014 - Present
BNY Mellon April 2009 - June 2014
Merchant Cash and Capital LLC September 2008 - December 2008
Wells Fargo May 2007 - August 2007
Merrill Lynch May 2005 - August 2006
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor's Degree, Finance
Millburn High School, NJ 2000 — 2004
Mose Richardson Jr.'s UBS Experience January 2014 - Present
Job Director Insured Solutions Consultant
Industry Financial Services
Experience
UBS January 2014 - Present
Education
The American College
CLU®
Tiffin University
MBA
Indiana University Bloomington
BA
UBS January 2014 - Present
Education
The American College
CLU®
Tiffin University
MBA
Indiana University Bloomington
BA
Katelyn Wheeldon's UBS Experience May 2014 - May 2014
Job Grading Assistant, Introduction to Taxation at University of Iowa Henry B. Tippie College of Business
Industry Higher Education
Experience
University of Iowa - Henry B. Tippie College of Business August 2015 - Present
University of Iowa Krause Fund August 2014 - Present
PwC May 2015 - August 2015
Principal Global Investors August 2014 - August 2014
Passage Global Capital Management May 2014 - August 2014
PwC June 2014 - June 2014
UBS May 2014 - May 2014
The University of Iowa August 2013 - May 2014
Dardis Academy May 2013 - August 2013
Bows and Ribbons Gift Wrapping October 2009 - July 2012
Skills
PowerPoint, Budgets, Microsoft Word, Microsoft Office, Social Media, Microsoft Excel, Teamwork, Public Speaking, Event Planning, Customer Service, Facebook, Photoshop, Oral & Written..., Time Management, Organization &..., Leadership
Education
University of Iowa 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance, International Business Certificate
Universidade Federal de Santa Catarina 2015 — 2015
Study Abroad
Indian Hills Community College 2010 — 2012
Entrepreneurial Studies High School Program, 4.0
Sigourney High School 2008 — 2012
University of Iowa - Henry B. Tippie College of Business August 2015 - Present
University of Iowa Krause Fund August 2014 - Present
PwC May 2015 - August 2015
Principal Global Investors August 2014 - August 2014
Passage Global Capital Management May 2014 - August 2014
PwC June 2014 - June 2014
UBS May 2014 - May 2014
The University of Iowa August 2013 - May 2014
Dardis Academy May 2013 - August 2013
Bows and Ribbons Gift Wrapping October 2009 - July 2012
Skills
PowerPoint, Budgets, Microsoft Word, Microsoft Office, Social Media, Microsoft Excel, Teamwork, Public Speaking, Event Planning, Customer Service, Facebook, Photoshop, Oral & Written..., Time Management, Organization &..., Leadership
Education
University of Iowa 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance, International Business Certificate
Universidade Federal de Santa Catarina 2015 — 2015
Study Abroad
Indian Hills Community College 2010 — 2012
Entrepreneurial Studies High School Program, 4.0
Sigourney High School 2008 — 2012
Thomas Lonergan Thomas Lonergan's UBS Experience May 2010 - August 2010
Job Linkedin
Industry Investment Management
Experience
Edgewood Valley CC May 2004 - June 2012
The Presidents Challenge March 2012 - May 2012
UBS May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, HTML, Research, Photoshop, Windows, Social Media, Public Speaking
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (BS), Public Finance
University of Navarra
Edgewood Valley CC May 2004 - June 2012
The Presidents Challenge March 2012 - May 2012
UBS May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, HTML, Research, Photoshop, Windows, Social Media, Public Speaking
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (BS), Public Finance
University of Navarra
Brandon Cole's UBS Experience September 2008 - April 2009
Job Manager, Sales Analytics at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics May 2013 - Present
Noven Pharmaceuticals August 2012 - April 2013
Managed Health Care Associates, Inc. June 2009 - August 2012
UBS September 2008 - April 2009
Skills
Analytics, Analysis, Access, Process Improvement, Data Analysis, Cross-functional Team..., Financial Modeling, Salesforce.com, Sales Operations, Microsoft Excel, Forecasting, Finance, Financial Analysis, Variance Analysis, Valuation, Business Analysis, Financial Forecasting, PowerPoint
Education
Indiana University Bloomington 2004 — 2008
Bachelor of Science, Public Financial Management
Moody's Analytics May 2013 - Present
Noven Pharmaceuticals August 2012 - April 2013
Managed Health Care Associates, Inc. June 2009 - August 2012
UBS September 2008 - April 2009
Skills
Analytics, Analysis, Access, Process Improvement, Data Analysis, Cross-functional Team..., Financial Modeling, Salesforce.com, Sales Operations, Microsoft Excel, Forecasting, Finance, Financial Analysis, Variance Analysis, Valuation, Business Analysis, Financial Forecasting, PowerPoint
Education
Indiana University Bloomington 2004 — 2008
Bachelor of Science, Public Financial Management
Dave Karandos's UBS Experience May 2002 - February 2008
Job Senior Vice President, Financial Advisor at DLG Wealth Managment
Industry Financial Services
Experience
DLG Wealth Managment February 2014 - Present
Dinosaur Securities, LLC July 2013 - Present
Private Client Advisors, LLC May 2012 - January 2014
UNITED CAPITAL FUNDING, LLC October 2013 - December 2013
GVC Mortgage, Inc. June 2013 - October 2013
Cross Country Mortgage June 2012 - June 2013
Morgan Stanley February 2008 - February 2012
UBS May 2002 - February 2008
Merrill Lynch August 1989 - May 2001
Skills
Retirement Planning, Asset Allocation, Financial Advisory, Strategic Financial..., Options, Series 7, Loans, Private Equity, Wealth Management, Series 63, Credit, Investment Advisory, Uniform Combined State..., Investment Strategies, Banking, Alternative Investments, Separately Managed..., Series 65, Mutual Funds, Risk Management, Equities, Insurance, Investments, Wealth Management..., Finance, Mortgage Lending, Wealth, Securities, Asset Management, Retirement, Wealth Accumulation, 401k, Portfolio Management, Fixed Annuities, Financial Services, FINRA, Hedge Funds, Life Insurance, Long-term Care, Employee Benefits, Trading, Valuation, Term Life Insurance, Capital Markets, 401k Rollovers, Residential Mortgages, Bonds, IRAs, Cash Management, ETFs
Education
Indiana University Bloomington 1977 — 1981
Business, Management, Marketing, and Related Support Services
Warren Central High School 1974 — 1977
Business, Management, Marketing, and Related Support Services
DLG Wealth Managment February 2014 - Present
Dinosaur Securities, LLC July 2013 - Present
Private Client Advisors, LLC May 2012 - January 2014
UNITED CAPITAL FUNDING, LLC October 2013 - December 2013
GVC Mortgage, Inc. June 2013 - October 2013
Cross Country Mortgage June 2012 - June 2013
Morgan Stanley February 2008 - February 2012
UBS May 2002 - February 2008
Merrill Lynch August 1989 - May 2001
Skills
Retirement Planning, Asset Allocation, Financial Advisory, Strategic Financial..., Options, Series 7, Loans, Private Equity, Wealth Management, Series 63, Credit, Investment Advisory, Uniform Combined State..., Investment Strategies, Banking, Alternative Investments, Separately Managed..., Series 65, Mutual Funds, Risk Management, Equities, Insurance, Investments, Wealth Management..., Finance, Mortgage Lending, Wealth, Securities, Asset Management, Retirement, Wealth Accumulation, 401k, Portfolio Management, Fixed Annuities, Financial Services, FINRA, Hedge Funds, Life Insurance, Long-term Care, Employee Benefits, Trading, Valuation, Term Life Insurance, Capital Markets, 401k Rollovers, Residential Mortgages, Bonds, IRAs, Cash Management, ETFs
Education
Indiana University Bloomington 1977 — 1981
Business, Management, Marketing, and Related Support Services
Warren Central High School 1974 — 1977
Business, Management, Marketing, and Related Support Services
Tanmay Khirwadkar Tanmay Khirwadkar's UBS Experience May 2008 - July 2008
Job Senior Software Engineer at Google
Industry Computer Software
Experience
Google April 2015 - Present
Google October 2012 - April 2015
Facebook July 2011 - October 2012
University of Illinois at Urbana-Champaign January 2010 - May 2011
University of Illinois at Urbana-Champaign August 2009 - May 2011
Facebook June 2010 - August 2010
WorldQuant LLC December 2009 - January 2010
Indian Institute of Technology, Bombay July 2005 - April 2009
UBS May 2008 - July 2008
Skills
Algorithms, Distributed Systems, C++, Python, C, Java, Linux, MySQL, Databases, Probability Theory, Statistics, Machine Learning, Software Development, Perl, Computer Science
Education
University of Illinois at Urbana-Champaign 2009 — 2011
MS, Computer Science
Indian Institute of Technology, Bombay 2005 — 2009
B.Tech, Computer Science
Google April 2015 - Present
Google October 2012 - April 2015
Facebook July 2011 - October 2012
University of Illinois at Urbana-Champaign January 2010 - May 2011
University of Illinois at Urbana-Champaign August 2009 - May 2011
Facebook June 2010 - August 2010
WorldQuant LLC December 2009 - January 2010
Indian Institute of Technology, Bombay July 2005 - April 2009
UBS May 2008 - July 2008
Skills
Algorithms, Distributed Systems, C++, Python, C, Java, Linux, MySQL, Databases, Probability Theory, Statistics, Machine Learning, Software Development, Perl, Computer Science
Education
University of Illinois at Urbana-Champaign 2009 — 2011
MS, Computer Science
Indian Institute of Technology, Bombay 2005 — 2009
B.Tech, Computer Science
Jeffrey Peragallo's UBS Experience May 2015 - Present
Job Branch Examiner at UBS
Industry Financial Services
Experience
UBS May 2015 - Present
Merrill Lynch October 2012 - May 2015
Johnson & Johnson May 2011 - August 2011
Ameripack Inc May 2010 - August 2010
Skills
Financial Analysis, Financial Accounting, Financial Modeling, Accounting, Access, Microsoft Excel, PowerPoint, Portfolio Management, Microsoft Word, Wealth Management, Securities, Trading, Series 7, Finance, Strategic Financial..., Data Analysis, Accounts Payable, Bloomberg, Time Management
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Finance, Accounting
UBS May 2015 - Present
Merrill Lynch October 2012 - May 2015
Johnson & Johnson May 2011 - August 2011
Ameripack Inc May 2010 - August 2010
Skills
Financial Analysis, Financial Accounting, Financial Modeling, Accounting, Access, Microsoft Excel, PowerPoint, Portfolio Management, Microsoft Word, Wealth Management, Securities, Trading, Series 7, Finance, Strategic Financial..., Data Analysis, Accounts Payable, Bloomberg, Time Management
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Finance, Accounting
Bassil Yousif, CFA Bassil Yousif, CFA's UBS Experience April 2009 - Present
Job Risk Model & Analytics Specialist at UBS
Industry Investment Banking
Experience
UBS April 2009 - Present
UBS September 2008 - April 2009
UBS March 2008 - August 2008
Skills
Financial Risk, Market Risk, Portfolio Management, Financial Analysis, Credit Risk, Hedge Funds, Options, Financial Modeling, Investment Banking, Hedging, Derivatives, Equities, FX Options, Valuation, Finance, Capital Markets, Asset Managment, Fixed Income, Quantitative Finance, Bloomberg, Risk Management
Education
Imperial College London 2006 — 2007
Master of Science, Finance
King's College London 2003 — 2006
Bachelor Of Engineering, Computer Systems & Electronics
UBS April 2009 - Present
UBS September 2008 - April 2009
UBS March 2008 - August 2008
Skills
Financial Risk, Market Risk, Portfolio Management, Financial Analysis, Credit Risk, Hedge Funds, Options, Financial Modeling, Investment Banking, Hedging, Derivatives, Equities, FX Options, Valuation, Finance, Capital Markets, Asset Managment, Fixed Income, Quantitative Finance, Bloomberg, Risk Management
Education
Imperial College London 2006 — 2007
Master of Science, Finance
King's College London 2003 — 2006
Bachelor Of Engineering, Computer Systems & Electronics
Charlie Hammon's UBS Experience June 2015 - August 2015
Job Intern at UBS Financial Services Inc.
Industry Financial Services
Experience
Phi Gamma Nu Professional Business Fraternity August 2014 - Present
Black Key Bulls Little 500 Cycling Team September 2013 - Present
UBS June 2015 - August 2015
Stock Yards Bank & Trust June 2014 - August 2014
Kelley Living Learning Center August 2013 - May 2014
Education
Indiana University - Kelley School of Business 2013 — 2017
Business Economics & Finance
Saint Xavier High School 2009 — 2013
Phi Gamma Nu Professional Business Fraternity August 2014 - Present
Black Key Bulls Little 500 Cycling Team September 2013 - Present
UBS June 2015 - August 2015
Stock Yards Bank & Trust June 2014 - August 2014
Kelley Living Learning Center August 2013 - May 2014
Education
Indiana University - Kelley School of Business 2013 — 2017
Business Economics & Finance
Saint Xavier High School 2009 — 2013
Sylvia (Siyan) Xie's UBS Experience January 2012 - 2012
Job Supervisor, Media Analytics at ZenithOptimedia | Publicis Groupe
Industry Marketing and Advertising
Experience
ZenithOptimedia Group I The ROI Agency - Publicis Groupe December 2014 - Present
Pfizer Consumer Healthcare June 2013 - November 2014
Redcats 2013 - 2013
ASOS.com June 2012 - 2012
UBS January 2012 - 2012
Ingram Micro Mobility 2011 - 2011
Skills
Marketing Analytics, Marketing Research, SPSS, Salesforce.com, International Marketing, Emerging Markets, Web Analytics, Digital Marketing, Segmentation, Social Media Marketing, Competitive Analysis, Data Analysis, Market Research, Email Marketing, Omniture, comScore, SAS
Education
New York University 2014 — 2015
Master of Science (M.S.), Integrated Marketing, Concentration: Marketing Analytics, Overall GPA 3.7/4.0; Stern MBA Elective Curriculum GPA: 3.8/4.0
Indiana University - Kelley School of Business
Bachelor of Science in Business, Marketing, Psychology
University of California, Berkeley
Summer Program, Economics, Psychology
ZenithOptimedia Group I The ROI Agency - Publicis Groupe December 2014 - Present
Pfizer Consumer Healthcare June 2013 - November 2014
Redcats 2013 - 2013
ASOS.com June 2012 - 2012
UBS January 2012 - 2012
Ingram Micro Mobility 2011 - 2011
Skills
Marketing Analytics, Marketing Research, SPSS, Salesforce.com, International Marketing, Emerging Markets, Web Analytics, Digital Marketing, Segmentation, Social Media Marketing, Competitive Analysis, Data Analysis, Market Research, Email Marketing, Omniture, comScore, SAS
Education
New York University 2014 — 2015
Master of Science (M.S.), Integrated Marketing, Concentration: Marketing Analytics, Overall GPA 3.7/4.0; Stern MBA Elective Curriculum GPA: 3.8/4.0
Indiana University - Kelley School of Business
Bachelor of Science in Business, Marketing, Psychology
University of California, Berkeley
Summer Program, Economics, Psychology
Faizal (Michael) Hussain Faizal (Michael) Hussain's UBS Experience July 2000 - October 2001
Job Vice President, Product Specialist at Markit
Industry Financial Services
Experience
Markit January 2013 - Present
Marcon Group February 2012 - Present
Ticonderoga Securities January 2004 - January 2012
Janney Montgomery Scott January 2002 - January 2004
UBS July 2000 - October 2001
Morgan Stanley June 1993 - July 1998
Skills
Sales Management, Key Account Management, Direct Sales, Equity Research, New Business Development, Business Management, Turnaround Situations, Business Change..., Securities, Equities, Marketing Research, Market Planning, Entrepreneurial..., Strategic Planning, Creative Problem Solving, Corporate Finance, Personal Finance, Client Relationship..., Client Acquisition, Culture Change, Series 7, Change Leadership, Team Building, Team Management, Corporate Branding, Corporate Development, Event Management, Product Management, Organizational..., Fixed Income, Bonds, Well-organized, Marketing, CRM, Alternative Investments, Bloomberg, Capital Markets, Entrepreneurship, Financial Markets, Hedge Funds, Investments, Management, Mutual Funds, Portfolio Management, Strategy, Financial Modeling, Asset Management, Valuation, Financial Analysis
Education
Indiana University - Kelley School of Business 1998 — 2000
MBA, Finance
Manchester Business School 2000 — 2000
Master of Business Administration (MBA), Finance, General
University of California San Diego (UCSD) 1988 — 1992
BA, Economics, European History
Trinity College, Dublin 1991 — 1991
Irish Studies
Markit January 2013 - Present
Marcon Group February 2012 - Present
Ticonderoga Securities January 2004 - January 2012
Janney Montgomery Scott January 2002 - January 2004
UBS July 2000 - October 2001
Morgan Stanley June 1993 - July 1998
Skills
Sales Management, Key Account Management, Direct Sales, Equity Research, New Business Development, Business Management, Turnaround Situations, Business Change..., Securities, Equities, Marketing Research, Market Planning, Entrepreneurial..., Strategic Planning, Creative Problem Solving, Corporate Finance, Personal Finance, Client Relationship..., Client Acquisition, Culture Change, Series 7, Change Leadership, Team Building, Team Management, Corporate Branding, Corporate Development, Event Management, Product Management, Organizational..., Fixed Income, Bonds, Well-organized, Marketing, CRM, Alternative Investments, Bloomberg, Capital Markets, Entrepreneurship, Financial Markets, Hedge Funds, Investments, Management, Mutual Funds, Portfolio Management, Strategy, Financial Modeling, Asset Management, Valuation, Financial Analysis
Education
Indiana University - Kelley School of Business 1998 — 2000
MBA, Finance
Manchester Business School 2000 — 2000
Master of Business Administration (MBA), Finance, General
University of California San Diego (UCSD) 1988 — 1992
BA, Economics, European History
Trinity College, Dublin 1991 — 1991
Irish Studies
Charles R. Shaw Charles R. Shaw's UBS Experience 2007 - 2012
Job Chief Executive Officer Lara, May & Associates Independent Wealth Management Firm
Industry Financial Services
Experience
Lara, May & Associates, LLC 2014 - Present
Fifth Third Bank 2012 - 2013
UBS 2007 - 2012
McDonald Financial Group/McDonald Investments 1995 - 2006
Federated Investors, Inc. 1980 - 1994
Incremental Systems Corporation 1991 - 1992
Hinds, Lind and Miller, CPA's 1978 - 1980
Minnock Development Corporation 1977 - 1978
Skills
Investment Advisory, Strategic Financial..., Investments, Investment Management, Wealth Management..., Financial Services, Private Banking, Mutual Funds, Series 7, Hedge Funds, Finance, Estate Planning, Investment Banking, High Net Worth..., Risk Management, Insurance
Education
University of Pittsburgh 1985 — 1987
MBA, Joseph M. Katz Graduate School of Business
Indiana University of Pennsylvania 1973 — 1977
B.S. Business Management
United States Naval Academy Preparatory School
Connellsville Area High School
Lara, May & Associates, LLC 2014 - Present
Fifth Third Bank 2012 - 2013
UBS 2007 - 2012
McDonald Financial Group/McDonald Investments 1995 - 2006
Federated Investors, Inc. 1980 - 1994
Incremental Systems Corporation 1991 - 1992
Hinds, Lind and Miller, CPA's 1978 - 1980
Minnock Development Corporation 1977 - 1978
Skills
Investment Advisory, Strategic Financial..., Investments, Investment Management, Wealth Management..., Financial Services, Private Banking, Mutual Funds, Series 7, Hedge Funds, Finance, Estate Planning, Investment Banking, High Net Worth..., Risk Management, Insurance
Education
University of Pittsburgh 1985 — 1987
MBA, Joseph M. Katz Graduate School of Business
Indiana University of Pennsylvania 1973 — 1977
B.S. Business Management
United States Naval Academy Preparatory School
Connellsville Area High School
Viswanathan Raghu Viswanathan Raghu's UBS Experience May 1996 - August 2003
Job Senior Project manager at Russell Investments
Industry Investment Management
Experience
Russell Investments May 2010 - Present
Deutsche Bank January 2004 - October 2009
Deustche Bank 2004 - October 2009
UBS May 1996 - August 2003
Swiss Bank Corp. 1988 - 2003
Societe Generale July 1995 - May 1996
Bank of New York July 1994 - June 1995
UBS (Formerly Swiss Bank) November 1988 - June 1994
Tata Consultancy Services 1980 - 1986
Skills
Strategy, Investment Banking, Vendor Management, SDLC, Change Management, IT Strategy, Program Management, Project Delivery, Outsourcing, Sourcing, SAP, Offshoring, Project Planning, Project Management, Cross-functional Team..., Derivatives, Management, Fixed Income, Contract Negotiation, Accounting, Finance, Budgets
Education
Indian Statistical Institute 1973 — 1978
Master's degree, Statistical quality control and Operations Research
Russell Investments May 2010 - Present
Deutsche Bank January 2004 - October 2009
Deustche Bank 2004 - October 2009
UBS May 1996 - August 2003
Swiss Bank Corp. 1988 - 2003
Societe Generale July 1995 - May 1996
Bank of New York July 1994 - June 1995
UBS (Formerly Swiss Bank) November 1988 - June 1994
Tata Consultancy Services 1980 - 1986
Skills
Strategy, Investment Banking, Vendor Management, SDLC, Change Management, IT Strategy, Program Management, Project Delivery, Outsourcing, Sourcing, SAP, Offshoring, Project Planning, Project Management, Cross-functional Team..., Derivatives, Management, Fixed Income, Contract Negotiation, Accounting, Finance, Budgets
Education
Indian Statistical Institute 1973 — 1978
Master's degree, Statistical quality control and Operations Research
Mark Bohling's UBS Experience June 2005 - August 2005
Job Scheduler at BP
Industry Oil & Energy
Experience
BP June 2007 - Present
Wells Capital Management May 2006 - August 2006
UBS June 2005 - August 2005
Skills
Oil/Gas, Customer Service, Petroleum, Natural Gas, Petrochemical, Gas, Energy, Refinery, Upstream, Commodity Markets, SAP, Energy Industry, Microsoft Office, Microsoft Excel, Project Planning, Process Improvement, Inspection, Operations Management, Energy Markets, Oil, Oil & Gas
Education
Indiana University - Kelley School of Business 2003 — 2007
BS, Finance, Operations Management
BP June 2007 - Present
Wells Capital Management May 2006 - August 2006
UBS June 2005 - August 2005
Skills
Oil/Gas, Customer Service, Petroleum, Natural Gas, Petrochemical, Gas, Energy, Refinery, Upstream, Commodity Markets, SAP, Energy Industry, Microsoft Office, Microsoft Excel, Project Planning, Process Improvement, Inspection, Operations Management, Energy Markets, Oil, Oil & Gas
Education
Indiana University - Kelley School of Business 2003 — 2007
BS, Finance, Operations Management
Ryan Wojcik's UBS Experience May 2012 - August 2012
Job Cost Analyst at Nisource
Industry Financial Services
Experience
NiSource March 2014 - Present
UBS May 2012 - August 2012
Skills
Business Analysis, Critical Thinking, Microsoft Excel, Financial Modeling, Wealth Management, Mutual Funds, Cost Control, Six Sigma, Market Analysis, Social Networking, PowerPoint, Strategy
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (BS), Finance, Supply Chain and Operations Management, International Studies
NiSource March 2014 - Present
UBS May 2012 - August 2012
Skills
Business Analysis, Critical Thinking, Microsoft Excel, Financial Modeling, Wealth Management, Mutual Funds, Cost Control, Six Sigma, Market Analysis, Social Networking, PowerPoint, Strategy
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (BS), Finance, Supply Chain and Operations Management, International Studies
Zach Ziliak Zach Ziliak's UBS Experience 1998 - 2002
Job Financial Services & Private Fund Attorney
Industry Law Practice
Experience
Ziliak Law, LLC May 2013 - Present
Bell Rock Corporate Services Limited July 2013 - Present
Mayer Brown LLP October 2007 - May 2013
U.S. Court of Appeals for the D.C. Circuit August 2006 - August 2007
optionMONSTER August 2005 - June 2006
Matlock Capital Management 2002 - 2003
UBS 1998 - 2002
Skills
Hedge Funds, Equities, Risk Management, Litigation, Derivatives, Securities, Financial Services, Legal Research, Trading, Capital Markets, Options, Investment Management, Finance, Quantitative Investing, Financial Modeling, High Frequency Trading, Foreign Exchange, Securities Regulation, Business Strategy, Arbitration, Internal Investigations, Object Oriented Design, Algorithm Design, Automated Trading, Internal Controls, Corporate Governance, Exotic Derivatives, Appeals, Compliance, Futures
Education
Loyola University Chicago School of Law 2003 — 2006
Doctor of Law (JD)
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Finance and Strategy
University of Oxford 1995 — 1998
ABD Mathematics
Indiana University Bloomington 1990 — 1994
BS, German, Physics, Japanese, Math, Linguistics
Universität Hamburg 1991 — 1992
Ziliak Law, LLC May 2013 - Present
Bell Rock Corporate Services Limited July 2013 - Present
Mayer Brown LLP October 2007 - May 2013
U.S. Court of Appeals for the D.C. Circuit August 2006 - August 2007
optionMONSTER August 2005 - June 2006
Matlock Capital Management 2002 - 2003
UBS 1998 - 2002
Skills
Hedge Funds, Equities, Risk Management, Litigation, Derivatives, Securities, Financial Services, Legal Research, Trading, Capital Markets, Options, Investment Management, Finance, Quantitative Investing, Financial Modeling, High Frequency Trading, Foreign Exchange, Securities Regulation, Business Strategy, Arbitration, Internal Investigations, Object Oriented Design, Algorithm Design, Automated Trading, Internal Controls, Corporate Governance, Exotic Derivatives, Appeals, Compliance, Futures
Education
Loyola University Chicago School of Law 2003 — 2006
Doctor of Law (JD)
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Finance and Strategy
University of Oxford 1995 — 1998
ABD Mathematics
Indiana University Bloomington 1990 — 1994
BS, German, Physics, Japanese, Math, Linguistics
Universität Hamburg 1991 — 1992
Ethan Rosenbloom's UBS Experience June 2013 - August 2013
Job Analyst at Discovery Group
Industry Investment Management
Experience
Discovery Group June 2014 - Present
UBS June 2013 - August 2013
Quill Corporation June 2012 - August 2012
GCG Financial June 2008 - June 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Time Management, Organization, Superior Work Ethic, Teamwork, Microsoft Office, Public Speaking, Investments, PowerPoint, Portfolio Management, Access, Social Networking, Market Research, Financial Analysis, Leadership, Research
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services
Indiana University Bloomington 2010 — 2014
Finance
Discovery Group June 2014 - Present
UBS June 2013 - August 2013
Quill Corporation June 2012 - August 2012
GCG Financial June 2008 - June 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Time Management, Organization, Superior Work Ethic, Teamwork, Microsoft Office, Public Speaking, Investments, PowerPoint, Portfolio Management, Access, Social Networking, Market Research, Financial Analysis, Leadership, Research
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services
Indiana University Bloomington 2010 — 2014
Finance
Mark Famous Mark Famous's UBS Experience September 2004 - July 2012
Job
Industry Investment Management
Experience
Bridgewater Associates July 2012 - Present
UBS September 2004 - July 2012
TCI Solutions (now part of Retalix) October 1998 - September 2004
Sys-Tek November 1996 - December 1998
Scientific Systems & Software International Corporation (SSSI) August 1997 - October 1998
MCI January 1996 - November 1996
MCI June 1995 - December 1995
Kleins Super Markets June 1992 - June 1995
Skills
.NET, C#, Delphi, Financial Markets, Electronic Trading, Equity Trading, Flex, Java, Core Java, Music Theory, Piano, Percussion, Software Development, Software Design, Agile, NUnit, JUnit, Win32, Real Time, Market Data, Trading Applications, Trading Technology, Technical Design, Employee Engagement, TDD, Continuous Integration, Vocal, Conducting, Accompanying, Middleware, Investment Banking, Programming, Agile Methodologies, Test Driven Development, Trading, Distributed Systems, Trading Systems
Education
Towson University 1992 — 1993
BS
Indiana University 1987 — 1991
BM
DeMatha Catholic High School 1984 — 1987
HS
Bridgewater Associates July 2012 - Present
UBS September 2004 - July 2012
TCI Solutions (now part of Retalix) October 1998 - September 2004
Sys-Tek November 1996 - December 1998
Scientific Systems & Software International Corporation (SSSI) August 1997 - October 1998
MCI January 1996 - November 1996
MCI June 1995 - December 1995
Kleins Super Markets June 1992 - June 1995
Skills
.NET, C#, Delphi, Financial Markets, Electronic Trading, Equity Trading, Flex, Java, Core Java, Music Theory, Piano, Percussion, Software Development, Software Design, Agile, NUnit, JUnit, Win32, Real Time, Market Data, Trading Applications, Trading Technology, Technical Design, Employee Engagement, TDD, Continuous Integration, Vocal, Conducting, Accompanying, Middleware, Investment Banking, Programming, Agile Methodologies, Test Driven Development, Trading, Distributed Systems, Trading Systems
Education
Towson University 1992 — 1993
BS
Indiana University 1987 — 1991
BM
DeMatha Catholic High School 1984 — 1987
HS
Jennifer Espinoza's UBS Experience November 2012 - November 2014
Job Senior Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
UBS November 2012 - November 2014
UBS September 2010 - January 2013
UBS Financial Services March 2005 - September 2010
UBS March 2006 - December 2006
UBS March 2004 - March 2005
First National Bank - Chicago Heights January 1999 - March 2004
Education
Illinois State University 2001 — 2003
Bachelor of Science
Texas A&M University-Corpus Christi 2000 — 2001
Biological Sciences
Wells Fargo Advisors November 2014 - Present
UBS November 2012 - November 2014
UBS September 2010 - January 2013
UBS Financial Services March 2005 - September 2010
UBS March 2006 - December 2006
UBS March 2004 - March 2005
First National Bank - Chicago Heights January 1999 - March 2004
Education
Illinois State University 2001 — 2003
Bachelor of Science
Texas A&M University-Corpus Christi 2000 — 2001
Biological Sciences
Nicholas Perge's UBS Experience January 2006 - March 2006
Job Project Manager at IGS Energy
Industry Oil & Energy
Experience
IGS Energy September 2015 - Present
Siemens 2006 - September 2015
UBS January 2006 - March 2006
Skills
SAP, Strategic Sourcing, Supply Management, Global Sourcing, Supply Chain Management, Six Sigma, Supply Chain, Procurement, Continuous Improvement, Lean Manufacturing, Purchasing, MRP, Project Management, Project Planning, Team Leadership
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA)
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Business Administration (BBA), Transportation and Logistics
IGS Energy September 2015 - Present
Siemens 2006 - September 2015
UBS January 2006 - March 2006
Skills
SAP, Strategic Sourcing, Supply Management, Global Sourcing, Supply Chain Management, Six Sigma, Supply Chain, Procurement, Continuous Improvement, Lean Manufacturing, Purchasing, MRP, Project Management, Project Planning, Team Leadership
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA)
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Business Administration (BBA), Transportation and Logistics
Ran Whittle Ran Whittle's UBS Experience January 2003 - September 2011
Job Project Management Consultant in the Orange County area
Industry Information Technology and Services
Experience
InnovaTech Partners October 2013 - Present
Pacific Life March 2012 - April 2013
UBS January 2003 - September 2011
Ortho Biotech March 2002 - December 2002
Plural August 2000 - December 2002
Merrill Lynch July 1997 - 2002
Skills
Project Management, Program Management, Stakeholder Management, IT Strategy, MS Project, SharePoint, Excel, Word, PowerPoint, Template Design, VBA, IT Governance, Waterfall, Agile, eCommerce, Intranet, Collaboration Tools, J2EE, .NET, Software Development, Offshore, Productivity Improvement, Governance, Budgeting, Microsoft Office, SDLC, Change Management, Requirements Gathering, Business Process..., Management, Agile Methodologies, Enterprise Software, PMO, Vendor Management, Quality Assurance, Risk Management, Business Analysis, Process Improvement, Software Project..., Project Portfolio..., Team Leadership, Leadership, Microsoft SQL Server, Start-ups, Visio, Integration
Education
Mannes College of Music 1993 — 1997
MM
New School University 1993 — 1997
MM
Indiana University Bloomington 1986 — 1990
BS
Greater Johnstown High School
InnovaTech Partners October 2013 - Present
Pacific Life March 2012 - April 2013
UBS January 2003 - September 2011
Ortho Biotech March 2002 - December 2002
Plural August 2000 - December 2002
Merrill Lynch July 1997 - 2002
Skills
Project Management, Program Management, Stakeholder Management, IT Strategy, MS Project, SharePoint, Excel, Word, PowerPoint, Template Design, VBA, IT Governance, Waterfall, Agile, eCommerce, Intranet, Collaboration Tools, J2EE, .NET, Software Development, Offshore, Productivity Improvement, Governance, Budgeting, Microsoft Office, SDLC, Change Management, Requirements Gathering, Business Process..., Management, Agile Methodologies, Enterprise Software, PMO, Vendor Management, Quality Assurance, Risk Management, Business Analysis, Process Improvement, Software Project..., Project Portfolio..., Team Leadership, Leadership, Microsoft SQL Server, Start-ups, Visio, Integration
Education
Mannes College of Music 1993 — 1997
MM
New School University 1993 — 1997
MM
Indiana University Bloomington 1986 — 1990
BS
Greater Johnstown High School
Adam Knapp's UBS Experience May 2001 - August 2001
Job Associate Director On Boarding North America at SOCIETE GENERALE Newedge
Industry Financial Services
Experience
SOCIETE GENERALE - Corporate & Investment Banking (Newedge) October 2013 - Present
Adam Knapp June 2012 - October 2013
Newedge USA LLC March 2004 - June 2012
UBS May 2001 - August 2001
PaineWebber May 1996 - August 2001
Skills
Derivatives, Fixed Income, Options, Swami, Bikram Yoga, Equities, Commodities, Bloomberg, Customer Relations, Electronic Trading, Excel, Microsoft Excel, Counterintelligence, Electric Guitar, Slide Guitar, Studio Recording, History, Military History, archeolgy, European History, equity options, Index Options, jeff beck, Mick Taylor fan club, fender telecasters, Gibson SG, GIbson Les Paul, Hedge Funds, Proprietary Trading, Options Strategies, Customer Service, Commodity, Series 63, Financial Markets
Education
Indiana University Bloomington 1999 — 2003
Bachelor or Arts, Economics
Latin School of Chicago 1994 — 1998
Diploma, Analyzing, The Iliad
SOCIETE GENERALE - Corporate & Investment Banking (Newedge) October 2013 - Present
Adam Knapp June 2012 - October 2013
Newedge USA LLC March 2004 - June 2012
UBS May 2001 - August 2001
PaineWebber May 1996 - August 2001
Skills
Derivatives, Fixed Income, Options, Swami, Bikram Yoga, Equities, Commodities, Bloomberg, Customer Relations, Electronic Trading, Excel, Microsoft Excel, Counterintelligence, Electric Guitar, Slide Guitar, Studio Recording, History, Military History, archeolgy, European History, equity options, Index Options, jeff beck, Mick Taylor fan club, fender telecasters, Gibson SG, GIbson Les Paul, Hedge Funds, Proprietary Trading, Options Strategies, Customer Service, Commodity, Series 63, Financial Markets
Education
Indiana University Bloomington 1999 — 2003
Bachelor or Arts, Economics
Latin School of Chicago 1994 — 1998
Diploma, Analyzing, The Iliad
Dinesh Tahiliani Dinesh Tahiliani's UBS Experience December 2013 - August 2014
Job Cognos Lead at Reflexis Systems
Industry Financial Services
Experience
Reflexis Systems September 2014 - Present
UBS December 2013 - August 2014
H. D. Smith June 2013 - November 2013
MassMutual Financial Group February 2012 - June 2013
Cognizant Technology Solutions January 2012 - June 2013
AEGIS Insurance Services August 2011 - January 2012
DTCC December 2010 - August 2011
Healthport LLC January 2008 - December 2010
SUNY ESF 2005 - 2007
Skills
Cognos, ETL Tools, Databases, DB2, Oracle SQL, Microsoft SQL Server, Unix, ETL, SQL, Oracle, Data Warehousing, PL/SQL, Business Intelligence, Informatica, ASP.NET, .NET, SDLC, Web Services, Business Objects, Crystal Reports, SAP BW, Requirements Gathering
Education
SUNY Albany 2005 — 2007
Master of Science (MS)
Syracuse University 2005 — 2007
Master of Science (MS)
IIT Roorkee 2000 — 2004
Bachelor's degree
Reflexis Systems September 2014 - Present
UBS December 2013 - August 2014
H. D. Smith June 2013 - November 2013
MassMutual Financial Group February 2012 - June 2013
Cognizant Technology Solutions January 2012 - June 2013
AEGIS Insurance Services August 2011 - January 2012
DTCC December 2010 - August 2011
Healthport LLC January 2008 - December 2010
SUNY ESF 2005 - 2007
Skills
Cognos, ETL Tools, Databases, DB2, Oracle SQL, Microsoft SQL Server, Unix, ETL, SQL, Oracle, Data Warehousing, PL/SQL, Business Intelligence, Informatica, ASP.NET, .NET, SDLC, Web Services, Business Objects, Crystal Reports, SAP BW, Requirements Gathering
Education
SUNY Albany 2005 — 2007
Master of Science (MS)
Syracuse University 2005 — 2007
Master of Science (MS)
IIT Roorkee 2000 — 2004
Bachelor's degree
Joseph Buser's UBS Experience July 2011 - June 2013
Job Private Equity Associate at KKR
Industry Venture Capital & Private Equity
Experience
KKR July 2013 - Present
UBS July 2011 - June 2013
UBS Investment Bank June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Valuation
Education
Indiana University - Kelley School of Business 2007 — 2011
Finance, Math, Economics
Carmel High School
KKR July 2013 - Present
UBS July 2011 - June 2013
UBS Investment Bank June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Valuation
Education
Indiana University - Kelley School of Business 2007 — 2011
Finance, Math, Economics
Carmel High School
Jon Garland's UBS Experience May 2013 - May 2013
Job Investment Banking Analyst at Barclays
Industry Investment Banking
Experience
Barclays June 2015 - Present
Barclays June 2014 - August 2014
Prudential Financial June 2013 - August 2013
UBS May 2013 - May 2013
Education
Indiana University - Kelley School of Business
Bachelor of Science (BS), Finance
Barclays June 2015 - Present
Barclays June 2014 - August 2014
Prudential Financial June 2013 - August 2013
UBS May 2013 - May 2013
Education
Indiana University - Kelley School of Business
Bachelor of Science (BS), Finance
Daniel Lee's UBS Experience May 2010 - August 2010
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
BMO Capital Markets July 2013 - July 2015
Morgan Stanley November 2011 - November 2011
Bank of America Merrill Lynch October 2011 - October 2011
Coty June 2011 - August 2011
UBS May 2010 - August 2010
Meecorp Capital Markets May 2010 - August 2010
Education
Indiana University - Kelley School of Business
BS, Finance
John P. Stevens High School
Bank of America Merrill Lynch August 2015 - Present
BMO Capital Markets July 2013 - July 2015
Morgan Stanley November 2011 - November 2011
Bank of America Merrill Lynch October 2011 - October 2011
Coty June 2011 - August 2011
UBS May 2010 - August 2010
Meecorp Capital Markets May 2010 - August 2010
Education
Indiana University - Kelley School of Business
BS, Finance
John P. Stevens High School
Marcus Epprecht Marcus Epprecht's UBS Experience March 2004 - April 2007
Job Senior Advisor and Managing Partner of New York Office at Parkview US LLC
Industry Financial Services
Experience
Parkview January 2012 - Present
UBS Wealth Management April 2007 - October 2011
UBS March 2004 - April 2007
UBS June 1999 - March 2004
SBC / UBS AG July 1995 - June 1999
Skills
Wealth Management, Equities, Private Banking, Investments, Investment Banking, Wealth Management..., Financial Services, Structured Products, Fixed Income, Alternative Investments, Mergers & Acquisitions, Hedge Funds, Financial Advisory, Investment Advisory, Emerging Markets, Securities, Financial Markets, Portfolio Management, Asset Management, Strategy, Valuation, Equity Derivatives, ETFs, Capital Markets, Derivatives, Financial Risk, Investment Strategies, Bloomberg, Mutual Funds, Bonds, Options, Brazilian Portuguese, Investment Management, High Net Worth..., Series 66, Series 7, Swiss German, Asset Managment, Trading, Uniform Combined State..., Relationship Management, Manage Client..., Long-term Customer..., Private Equity, FX Options, Build Strong..., German, Trading Systems
Education
IMD (International Institute for Management Development) - Business Programs 2007 — 2007
Business Program, Perfecting the Client Experience, Passed / Completed
Zurich Business School (Kaufmännischer Verein Zürich - KVZ) 1985 — 1988
Bachelors, Economics
Parkview January 2012 - Present
UBS Wealth Management April 2007 - October 2011
UBS March 2004 - April 2007
UBS June 1999 - March 2004
SBC / UBS AG July 1995 - June 1999
Skills
Wealth Management, Equities, Private Banking, Investments, Investment Banking, Wealth Management..., Financial Services, Structured Products, Fixed Income, Alternative Investments, Mergers & Acquisitions, Hedge Funds, Financial Advisory, Investment Advisory, Emerging Markets, Securities, Financial Markets, Portfolio Management, Asset Management, Strategy, Valuation, Equity Derivatives, ETFs, Capital Markets, Derivatives, Financial Risk, Investment Strategies, Bloomberg, Mutual Funds, Bonds, Options, Brazilian Portuguese, Investment Management, High Net Worth..., Series 66, Series 7, Swiss German, Asset Managment, Trading, Uniform Combined State..., Relationship Management, Manage Client..., Long-term Customer..., Private Equity, FX Options, Build Strong..., German, Trading Systems
Education
IMD (International Institute for Management Development) - Business Programs 2007 — 2007
Business Program, Perfecting the Client Experience, Passed / Completed
Zurich Business School (Kaufmännischer Verein Zürich - KVZ) 1985 — 1988
Bachelors, Economics
Heather Harty Heather Harty's UBS Experience February 2000 - August 2003
Job Freelance Photographer
Industry Photography
Experience
Heather Harty Photography January 2009 - Present
Bella Baby Photography April 2011 - October 2011
Sound Investment Group January 2006 - December 2008
Prudential/Wachovia August 2003 - January 2006
UBS February 2000 - August 2003
Prudential Securities May 1997 - February 2000
Skills
Portrait Photography, Portraits, Wedding Photography, Photography, Weddings, Commercial Photography, Fashion Photography
Education
Illinois State University
Biology, Chemistry, Finance
Heather Harty Photography January 2009 - Present
Bella Baby Photography April 2011 - October 2011
Sound Investment Group January 2006 - December 2008
Prudential/Wachovia August 2003 - January 2006
UBS February 2000 - August 2003
Prudential Securities May 1997 - February 2000
Skills
Portrait Photography, Portraits, Wedding Photography, Photography, Weddings, Commercial Photography, Fashion Photography
Education
Illinois State University
Biology, Chemistry, Finance
Mark Leonardis's UBS Experience May 2008 - August 2008
Job Director at Quality Metal Finishing Corporation
Industry Machinery
Experience
Quality Metal Finishing Corporation April 2011 - Present
Jones Lang LaSalle June 2008 - March 2011
UBS May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Financial Modeling, Management, Finance, Financial Analysis, Sales, Business Development, Strategy, Strategic Planning, Valuation, Investments, Due Diligence
Education
Indiana University Bloomington 2004 — 2008
BS, Finance
Morristown-Beard School 1997 — 2004
Quality Metal Finishing Corporation April 2011 - Present
Jones Lang LaSalle June 2008 - March 2011
UBS May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Financial Modeling, Management, Finance, Financial Analysis, Sales, Business Development, Strategy, Strategic Planning, Valuation, Investments, Due Diligence
Education
Indiana University Bloomington 2004 — 2008
BS, Finance
Morristown-Beard School 1997 — 2004
Christopher Hultquist Christopher Hultquist's UBS Experience December 2005 - September 2009
Job Managing Director, Cedar Capital LLC
Industry Financial Services
Experience
Cedar Capital July 2013 - February 2015
Mesirow Financial October 2009 - June 2013
UBS December 2005 - September 2009
SGP 1995 - 1999
SGP 1995 - 1999
Skills
Series 7, Investment Advisory, Securities, Insurance, Wealth Management, Mutual Funds, Investment Management, Retirement, Retirement Planning, Equities, Investments, Portfolio Management, Strategic Financial..., Series 63, Asset Managment, Alternative Investments, Valuation, Asset Allocation, Financial Modeling, Investment Strategies
Education
Illinois Wesleyan University 1987 — 1991
B.A., History
Illinois Wesleyan University 1987 — 1991
BA
Glenbard West HS 1983 — 1987
Cedar Capital July 2013 - February 2015
Mesirow Financial October 2009 - June 2013
UBS December 2005 - September 2009
SGP 1995 - 1999
SGP 1995 - 1999
Skills
Series 7, Investment Advisory, Securities, Insurance, Wealth Management, Mutual Funds, Investment Management, Retirement, Retirement Planning, Equities, Investments, Portfolio Management, Strategic Financial..., Series 63, Asset Managment, Alternative Investments, Valuation, Asset Allocation, Financial Modeling, Investment Strategies
Education
Illinois Wesleyan University 1987 — 1991
B.A., History
Illinois Wesleyan University 1987 — 1991
BA
Glenbard West HS 1983 — 1987
Bhavik Katira Bhavik Katira's UBS Experience March 2001 - November 2007
Job CEO at TenDelta. Syndicated Loan/Fixed Income Technology Consulting.
Industry Computer Software
Experience
TenDelta July 2008 - Present
Eaton Vance July 2008 - Present
TenDelta January 2007 - Present
Babson Capital Management October 2013 - October 2014
UBS March 2001 - November 2007
UBS September 1997 - March 2001
Skills
Trading Systems, Fixed Income, Derivatives, Capital Markets, Investment Banking, Portfolio Management, Asset Managment, Back Office, Trading, Business Analysis, Financial Services, Financial Markets, Bonds, Risk Management, Investments, Securities, Syndicated Loans, Corporate Finance, Strategy, Credit Risk, Loans, Management Consulting, Hedge Funds, Asset Management
Education
Imperial College London 1993 — 1997
MEng., Information Systems Engineering
Haberdashers Askes School 1991 — 1993
TenDelta July 2008 - Present
Eaton Vance July 2008 - Present
TenDelta January 2007 - Present
Babson Capital Management October 2013 - October 2014
UBS March 2001 - November 2007
UBS September 1997 - March 2001
Skills
Trading Systems, Fixed Income, Derivatives, Capital Markets, Investment Banking, Portfolio Management, Asset Managment, Back Office, Trading, Business Analysis, Financial Services, Financial Markets, Bonds, Risk Management, Investments, Securities, Syndicated Loans, Corporate Finance, Strategy, Credit Risk, Loans, Management Consulting, Hedge Funds, Asset Management
Education
Imperial College London 1993 — 1997
MEng., Information Systems Engineering
Haberdashers Askes School 1991 — 1993
Aaron Cowan, CPA, CFA Aaron Cowan, CPA, CFA's UBS Experience 2004 - 2004
Job Director and Lead, Corporate Accounting Advisory Services at Chatham Financial
Industry Capital Markets
Experience
Chatham Financial June 2011 - Present
JPMorgan Chase December 2009 - June 2011
PricewaterhouseCoopers LLP January 2007 - December 2009
Financial Accounting Standards Board (FASB) January 2006 - January 2007
PricewaterhouseCoopers LLP July 2005 - January 2006
UBS 2004 - 2004
Skills
Derivatives, Valuation, Hedging, Hedge Accounting, Financial Analysis, Statistics, Excel, Financial Reporting, SEC filings, Financial Accounting, US GAAP, IFRS, Accounting, Equities, Consolidation, Capital Markets, Options, Risk Management, Private Equity, Mergers & Acquisitions, Financial Instruments, Microsoft Excel
Education
Indiana University Bloomington 2003 — 2005
MBA, Finance
University of Utah 2000 — 2003
BS, Accounting
Chatham Financial June 2011 - Present
JPMorgan Chase December 2009 - June 2011
PricewaterhouseCoopers LLP January 2007 - December 2009
Financial Accounting Standards Board (FASB) January 2006 - January 2007
PricewaterhouseCoopers LLP July 2005 - January 2006
UBS 2004 - 2004
Skills
Derivatives, Valuation, Hedging, Hedge Accounting, Financial Analysis, Statistics, Excel, Financial Reporting, SEC filings, Financial Accounting, US GAAP, IFRS, Accounting, Equities, Consolidation, Capital Markets, Options, Risk Management, Private Equity, Mergers & Acquisitions, Financial Instruments, Microsoft Excel
Education
Indiana University Bloomington 2003 — 2005
MBA, Finance
University of Utah 2000 — 2003
BS, Accounting
Stephanie Billings Stephanie Billings's UBS Experience 2000 - 2002
Job District Executive Twin Lights District at Monmouth Council, Boy Scouts of America
Industry Primary/Secondary Education
Experience
Monmouth Council, Boy Scouts of America January 2015 - Present
Monmouth Council, Boy Scouts of America March 2011 - Present
Tinton Falls Board of Education April 2008 - June 2010
Middletown Board of Education September 2008 - June 2009
Bayview PTA June 2004 - June 2008
Bayview Elementary School September 2007 - December 2007
UBS 2000 - 2002
Brown Brothers Harriman June 1998 - February 2000
Skills
Microsoft Office, Microsoft Excel, Event Planning, Public Speaking, Teaching, Management, Classroom, Community Outreach, Curriculum Development, Leadership, Nonprofits, Research
Education
University of Phoenix 2005 — 2007
Masters, Elementary Education
Illinois State University 1996 — 1998
B.S., International Business
Monmouth Council, Boy Scouts of America January 2015 - Present
Monmouth Council, Boy Scouts of America March 2011 - Present
Tinton Falls Board of Education April 2008 - June 2010
Middletown Board of Education September 2008 - June 2009
Bayview PTA June 2004 - June 2008
Bayview Elementary School September 2007 - December 2007
UBS 2000 - 2002
Brown Brothers Harriman June 1998 - February 2000
Skills
Microsoft Office, Microsoft Excel, Event Planning, Public Speaking, Teaching, Management, Classroom, Community Outreach, Curriculum Development, Leadership, Nonprofits, Research
Education
University of Phoenix 2005 — 2007
Masters, Elementary Education
Illinois State University 1996 — 1998
B.S., International Business
Junius Beaver's UBS Experience April 1997 - September 2009
Job Chief Investment Officer at Lanier Asset Management, LLC
Industry Investment Management
Experience
Lanier Asset Management, LLC October 2009 - Present
UBS April 1997 - September 2009
Skills
Asset Management, Investments, Alternative Investments, Finance, Investment Management, Securities, Hedge Funds, Portfolio Management, Investment Advisory, Mutual Funds, Asset Allocation, Banking, Investment Strategies
Education
Indiana University Bloomington 1988 — 1991
BA, Economics
Ballard
Lanier Asset Management, LLC October 2009 - Present
UBS April 1997 - September 2009
Skills
Asset Management, Investments, Alternative Investments, Finance, Investment Management, Securities, Hedge Funds, Portfolio Management, Investment Advisory, Mutual Funds, Asset Allocation, Banking, Investment Strategies
Education
Indiana University Bloomington 1988 — 1991
BA, Economics
Ballard
Cassondra Beck's UBS Experience January 2015 - Present
Job Executive Administrative Assistant
Industry Banking
Experience
UBS January 2015 - Present
Wells Fargo June 2014 - January 2015
Wells Fargo January 2014 - January 2015
Wells Fargo Home Mortgage October 2012 - May 2014
Wells Fargo May 2008 - May 2012
Skills
Social Media, Marketing, Customer Service, Event Planning, InDesign, Facebook, Press Releases, Teamwork, Sales, Problem Solving, Organization, Compliance, Accountability, Microsoft Office, Teller Training, Public Relations, Social Networking, Graphic Design, Public Speaking, Train New Employees, Tenacious Work Ethic, Project Management, Social Media Blogging, WordPress, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Facebook Marketing, Facebook Fan Page..., Mac OS, PC, Google Analytics, Skype, Onboarding, Office Administration, Adobe Creative Suite, Interviewing Skills, Cross Selling, Copywriting, Outlook, Banking, Crisis Communications, Creative Writing, Event Management, Blogging, Social Media Marketing, Leadership
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Journalism with a concentration in Public Relations
UBS January 2015 - Present
Wells Fargo June 2014 - January 2015
Wells Fargo January 2014 - January 2015
Wells Fargo Home Mortgage October 2012 - May 2014
Wells Fargo May 2008 - May 2012
Skills
Social Media, Marketing, Customer Service, Event Planning, InDesign, Facebook, Press Releases, Teamwork, Sales, Problem Solving, Organization, Compliance, Accountability, Microsoft Office, Teller Training, Public Relations, Social Networking, Graphic Design, Public Speaking, Train New Employees, Tenacious Work Ethic, Project Management, Social Media Blogging, WordPress, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Facebook Marketing, Facebook Fan Page..., Mac OS, PC, Google Analytics, Skype, Onboarding, Office Administration, Adobe Creative Suite, Interviewing Skills, Cross Selling, Copywriting, Outlook, Banking, Crisis Communications, Creative Writing, Event Management, Blogging, Social Media Marketing, Leadership
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Journalism with a concentration in Public Relations
Hannes Rosskopf Hannes Rosskopf's UBS Experience May 2011 - November 2012
Job General Manager USA Operations at Road Bear RV Rentals & Sales
Industry Leisure, Travel & Tourism
Experience
Road Bear RV Rentals & Sales January 2015 - Present
Road Bear RV Rentals & Sales January 2013 - December 2014
UBS May 2011 - November 2012
Credit Suisse January 2008 - June 2011
Theodor Wille Intertrade GmbH May 2005 - December 2007
Credit Suisse May 2002 - May 2005
Hitachi Consulting (formerly known as Wavebend and BDO Seidmann BTS) January 1999 - October 2001
Hitachi Consulting (formerly known as Wavebend and BDO Seidmann BTS) July 2001 - September 2001
Hitachi Consulting (formerly known as Wavebend and BDO Seidmann BTS) January 1999 - September 2001
Alusuisse Lonza Group AG July 1997 - December 1998
Skills
Business Strategy, Alignment, Program Management, Process Improvement, Staff Development, Optimization, Strategic Planning, Team Building, IT Management, Business Transformation, Product Development, Team Leadership, Management Consulting, Mentoring, Analysis, Business Analysis, Vendor Management, IT Governance, Product Management, Scheduling, Supervisory Skills, PMO, Stakeholder Management, Strategy Development, Project Planning, Business Alignment, Strategy, Governance, Large Scale..., Leading Organizational..., Leading..., Leading Diverse Teams, Leading Positive Change, Solid organizational, Enterprise Architecture, Management, IT Strategy, Large Scale Change..., Integration, Business Process..., Change Management, Operations Management, Software Development, Project Management, Outsourcing, Project Portfolio..., IT Operations, Consulting, Executive Management
Education
IMD (International Institute for Management Development) - Business Programs 2009 — 2009
Strategic IT Leadership
University of Zurich 1986 — 1993
Masters, Major in Computer Science and Economics, Minor in Law and Operations Research
Kantonsschule Zuercher Oberland
Sciences and Modern Languages
Road Bear RV Rentals & Sales January 2015 - Present
Road Bear RV Rentals & Sales January 2013 - December 2014
UBS May 2011 - November 2012
Credit Suisse January 2008 - June 2011
Theodor Wille Intertrade GmbH May 2005 - December 2007
Credit Suisse May 2002 - May 2005
Hitachi Consulting (formerly known as Wavebend and BDO Seidmann BTS) January 1999 - October 2001
Hitachi Consulting (formerly known as Wavebend and BDO Seidmann BTS) July 2001 - September 2001
Hitachi Consulting (formerly known as Wavebend and BDO Seidmann BTS) January 1999 - September 2001
Alusuisse Lonza Group AG July 1997 - December 1998
Skills
Business Strategy, Alignment, Program Management, Process Improvement, Staff Development, Optimization, Strategic Planning, Team Building, IT Management, Business Transformation, Product Development, Team Leadership, Management Consulting, Mentoring, Analysis, Business Analysis, Vendor Management, IT Governance, Product Management, Scheduling, Supervisory Skills, PMO, Stakeholder Management, Strategy Development, Project Planning, Business Alignment, Strategy, Governance, Large Scale..., Leading Organizational..., Leading..., Leading Diverse Teams, Leading Positive Change, Solid organizational, Enterprise Architecture, Management, IT Strategy, Large Scale Change..., Integration, Business Process..., Change Management, Operations Management, Software Development, Project Management, Outsourcing, Project Portfolio..., IT Operations, Consulting, Executive Management
Education
IMD (International Institute for Management Development) - Business Programs 2009 — 2009
Strategic IT Leadership
University of Zurich 1986 — 1993
Masters, Major in Computer Science and Economics, Minor in Law and Operations Research
Kantonsschule Zuercher Oberland
Sciences and Modern Languages
Darcie Sheehan's UBS Experience December 2008 - Present
Job UBS
Industry Financial Services
Experience
UBS December 2008 - Present
Merrill Lynch July 2007 - December 2008
Education
Indiana State University 2011 — 2013
Master of Arts (M.A.), English Literature (British and American Literature)
Indiana State University
Bachelor of Science (B.S.), English
UBS December 2008 - Present
Merrill Lynch July 2007 - December 2008
Education
Indiana State University 2011 — 2013
Master of Arts (M.A.), English Literature (British and American Literature)
Indiana State University
Bachelor of Science (B.S.), English
Cheryl George Cheryl George's UBS Experience June 2008 - December 2009
Job Freelance writer/editor
Industry Writing and Editing
Experience
Cognizant (by acquisition) January 2010 - June 2013
UBS June 2008 - December 2009
Education
The English and Foreign Languages University, Hyderabad 2011 — 2013
Master of Arts (M.A.), English
Indian Institute of Management, Calcutta 2009 — 2010
Executive Program for Young Professionals
Stella Maris College, Chennai 2005 — 2008
Bachelor of Arts (B.A.), English Literature
Cognizant (by acquisition) January 2010 - June 2013
UBS June 2008 - December 2009
Education
The English and Foreign Languages University, Hyderabad 2011 — 2013
Master of Arts (M.A.), English
Indian Institute of Management, Calcutta 2009 — 2010
Executive Program for Young Professionals
Stella Maris College, Chennai 2005 — 2008
Bachelor of Arts (B.A.), English Literature
Tyler Martin ☁'s UBS Experience April 2010 - June 2010
Job Integration and API Enablement
Industry Information Technology and Services
Experience
MuleSoft April 2015 - Present
MuleSoft Inc January 2014 - April 2015
Workday March 2012 - January 2014
Reputation.com May 2011 - August 2011
United Development Company July 2010 - August 2010
UBS April 2010 - June 2010
Skills
SaaS, Salesforce.com, Leadership, Financial Analysis, Sales Operations, Sales, Finance, Sales Management, Marketing, Enterprise Software, Competitive Analysis, Social Networking, Public Speaking, French, Strategic Communications, Research, Analytics, Workday, Microsoft Office, CRM, Sales Rep Training, Business Development
Education
Santa Clara University - Leavey School of Business 2007 — 2011
BSc, Finance
Imperial College London 2009 — 2009
English Culture, History, Religion
Bentley High School
MuleSoft April 2015 - Present
MuleSoft Inc January 2014 - April 2015
Workday March 2012 - January 2014
Reputation.com May 2011 - August 2011
United Development Company July 2010 - August 2010
UBS April 2010 - June 2010
Skills
SaaS, Salesforce.com, Leadership, Financial Analysis, Sales Operations, Sales, Finance, Sales Management, Marketing, Enterprise Software, Competitive Analysis, Social Networking, Public Speaking, French, Strategic Communications, Research, Analytics, Workday, Microsoft Office, CRM, Sales Rep Training, Business Development
Education
Santa Clara University - Leavey School of Business 2007 — 2011
BSc, Finance
Imperial College London 2009 — 2009
English Culture, History, Religion
Bentley High School
Sydney Rosenberg's UBS Experience June 2010 - August 2011
Job College Intern at Morgan Stanley
Industry
Experience
Morgan Stanley April 2014 - September 2014
CEA Study Abroad January 2014 - April 2014
Arm Candy Jewelry January 2011 - August 2013
UBS June 2010 - August 2011
Skills
Social Media, Photography, Brand Awareness, Sales, iMovie, Photoshop, Social Networking, Fashion Design, Microsoft Technologies, Garageband, High Organizational..., Communication, Management, Spanish, Marketing Strategy, Marketing Management
Education
Indiana University Bloomington 2011 — 2015
Bachelor's Degree, Business Management
Riverwood International Charter School 2007 — 2011
High School
Morgan Stanley April 2014 - September 2014
CEA Study Abroad January 2014 - April 2014
Arm Candy Jewelry January 2011 - August 2013
UBS June 2010 - August 2011
Skills
Social Media, Photography, Brand Awareness, Sales, iMovie, Photoshop, Social Networking, Fashion Design, Microsoft Technologies, Garageband, High Organizational..., Communication, Management, Spanish, Marketing Strategy, Marketing Management
Education
Indiana University Bloomington 2011 — 2015
Bachelor's Degree, Business Management
Riverwood International Charter School 2007 — 2011
High School
Alex Goldsmid's UBS Experience June 2010 - August 2011
Job Financial Consultant / Business Strategist
Industry Investment Management
Experience
Goldsmid Strategies September 2009 - Present
Brolacky Investment Group (BIG) September 2012 - February 2013
Fortune Management June 2011 - May 2012
Btownmenus January 2009 - May 2012
Business Leadership Initiative (nonprofit) 2011 - 2012
Pollakov Financial Group June 2011 - August 2011
UBS June 2010 - August 2011
Connect June 2010 - August 2010
Arena Eyeworks January 2005 - June 2010
Dale Carnegie Training February 2007 - April 2007
Skills
Microsoft Excel, PowerPoint, Strategic Relationships, Negotiation, Business Process..., Business Process..., Investor Relations, Capital Raising, Accounting, Finance, Integrity, Leadership, Persistence, Financial Modeling, Analytical Skills, Strategy, Entrepreneurship, Research, Venture Capital, Management Consulting, Business Strategy, Business Analysis, Communication, Sensory Awareness, Personality Assessment..., Attuned to peoples'..., Financial Services..., Determine peoples'..., Highly Creative, Innovator, Financial Consultant, Strategist, Business Analyst, Internal Consultant, Dependability, Adaptability/Flexibility, Cooperation, Stress Tolerance, Concern for Others, Analytical Thinking, Initiative, Financial Analysis, Corporate Structure, Presentations, Emotional Intelligence, Business Development, Marketing, Valuation
Education
Indiana University - Kelley School of Business 2008 — 2012
Entrepreneurship and Corporate Innovation, Business, 3.46
La Jolla High School 2004 — 2008
4.3
Indiana University Bloomington
Indiana University Bloomington
Goldsmid Strategies September 2009 - Present
Brolacky Investment Group (BIG) September 2012 - February 2013
Fortune Management June 2011 - May 2012
Btownmenus January 2009 - May 2012
Business Leadership Initiative (nonprofit) 2011 - 2012
Pollakov Financial Group June 2011 - August 2011
UBS June 2010 - August 2011
Connect June 2010 - August 2010
Arena Eyeworks January 2005 - June 2010
Dale Carnegie Training February 2007 - April 2007
Skills
Microsoft Excel, PowerPoint, Strategic Relationships, Negotiation, Business Process..., Business Process..., Investor Relations, Capital Raising, Accounting, Finance, Integrity, Leadership, Persistence, Financial Modeling, Analytical Skills, Strategy, Entrepreneurship, Research, Venture Capital, Management Consulting, Business Strategy, Business Analysis, Communication, Sensory Awareness, Personality Assessment..., Attuned to peoples'..., Financial Services..., Determine peoples'..., Highly Creative, Innovator, Financial Consultant, Strategist, Business Analyst, Internal Consultant, Dependability, Adaptability/Flexibility, Cooperation, Stress Tolerance, Concern for Others, Analytical Thinking, Initiative, Financial Analysis, Corporate Structure, Presentations, Emotional Intelligence, Business Development, Marketing, Valuation
Education
Indiana University - Kelley School of Business 2008 — 2012
Entrepreneurship and Corporate Innovation, Business, 3.46
La Jolla High School 2004 — 2008
4.3
Indiana University Bloomington
Indiana University Bloomington
Greg Brewer's UBS Experience 2003 - 2005
Job Vice President/Investment Advisor at Cornerstone Financial Services
Industry Financial Services
Experience
Cornerstone Financial Services April 2011 - Present
John Hancock Financial Network September 2009 - April 2011
Allstate Financial September 2007 - September 2009
Nationwide Financial June 2005 - September 2007
UBS 2003 - 2005
Warren Central High School 1996 - 2003
Skills
Problem Solving, Goal Development, Financial Planning, Strategic Financial..., Investments, Retirement, Estate Planning, IRAs, Long-term Care, Investment Strategies, Wealth, Financial Services, Alternative Investments, Series 7, Wealth Accumulation, Finance, 401k
Education
Indiana University Bloomington 1992 — 1996
BS, Public Affairs
Greenfield Central High School 1988 — 1992
Cornerstone Financial Services April 2011 - Present
John Hancock Financial Network September 2009 - April 2011
Allstate Financial September 2007 - September 2009
Nationwide Financial June 2005 - September 2007
UBS 2003 - 2005
Warren Central High School 1996 - 2003
Skills
Problem Solving, Goal Development, Financial Planning, Strategic Financial..., Investments, Retirement, Estate Planning, IRAs, Long-term Care, Investment Strategies, Wealth, Financial Services, Alternative Investments, Series 7, Wealth Accumulation, Finance, 401k
Education
Indiana University Bloomington 1992 — 1996
BS, Public Affairs
Greenfield Central High School 1988 — 1992
Scott Moyer's UBS Experience August 2014 - November 2014
Job Team Member at Union Square Hospitality Group
Industry Financial Services
Experience
Union Square Hospitality Group December 2014 - Present
UBS August 2014 - November 2014
UBS May 2013 - August 2013
Ya Ya's Euro. Bistro April 2007 - August 2013
Restaurant Tallent August 2012 - May 2013
Skills
Restaurants, Team Leadership, Communication Skills, Hospitality, Food & Beverage, Finance
Education
Indiana University Bloomington 2009 — 2014
Bachelor's degree, Public Finance
Union Square Hospitality Group December 2014 - Present
UBS August 2014 - November 2014
UBS May 2013 - August 2013
Ya Ya's Euro. Bistro April 2007 - August 2013
Restaurant Tallent August 2012 - May 2013
Skills
Restaurants, Team Leadership, Communication Skills, Hospitality, Food & Beverage, Finance
Education
Indiana University Bloomington 2009 — 2014
Bachelor's degree, Public Finance
Pete Domaleczny's UBS Experience October 2002 - October 2004
Job President and Owner at Prymetech Precision Manufacturing
Industry Mechanical or Industrial Engineering
Experience
Prymetech Precision Mfg. October 2006 - Present
Prymetech Precision Manufacturing January 2006 - Present
Metrology and Tooling October 2004 - October 2006
UBS October 2002 - October 2004
Skills
Strategic Planning, Business Strategy, Negotiation, Project Management, Product Development, Microsoft Office, Manufacturing, Manufacturing..., Manufacturing..., Manufacturing Operations, CNC Programming, CNC manufacturing, CNC Machine, CNC operation, CNC Mill, CNC programing, Precision Cutting, Plant Management, Metrology, Machining, Cnc, Continuous Improvement, SPC, Machine Tools
Education
Illinois State University 1997 — 2001
Bachelor of Science (B.S.), Computer Science
Lake Zurich High School 1993 — 1997
Prymetech Precision Mfg. October 2006 - Present
Prymetech Precision Manufacturing January 2006 - Present
Metrology and Tooling October 2004 - October 2006
UBS October 2002 - October 2004
Skills
Strategic Planning, Business Strategy, Negotiation, Project Management, Product Development, Microsoft Office, Manufacturing, Manufacturing..., Manufacturing..., Manufacturing Operations, CNC Programming, CNC manufacturing, CNC Machine, CNC operation, CNC Mill, CNC programing, Precision Cutting, Plant Management, Metrology, Machining, Cnc, Continuous Improvement, SPC, Machine Tools
Education
Illinois State University 1997 — 2001
Bachelor of Science (B.S.), Computer Science
Lake Zurich High School 1993 — 1997
Shawn Simmons's UBS Experience June 2008 - Present
Job SVPUBS
Industry Financial Services
Experience
UBS June 2008 - Present
NatCity Investments March 1993 - June 2008
Skills
Certified Financial..., Retirement Planning, Investments
Education
Indiana University Bloomington 1983 — 1987
BS, Finance
UBS June 2008 - Present
NatCity Investments March 1993 - June 2008
Skills
Certified Financial..., Retirement Planning, Investments
Education
Indiana University Bloomington 1983 — 1987
BS, Finance
Craig Feldman's UBS Experience July 2008 - June 2010
Job Director Regional Sales at Performance Trust Asset Management
Industry Financial Services
Experience
PTAM (PT Asset Management, LLC) March 2015 - Present
PowerShares December 2013 - March 2015
Invesco Ltd. October 2010 - November 2013
UBS July 2008 - June 2010
JPMorgan Chase May 2007 - July 2008
Robert Half Technology September 2006 - February 2007
CDW Corporation September 2004 - September 2006
UBS Financial Services Inc June 2003 - August 2003
Skills
Series 7, Series 63, Investments, Asset Managment, Cold Calling, Strategic Financial..., Financial Services, Portfolio Management, Insurance, Sales, Financial Advisory, Securities, Equities, Wealth Management, New Business Development, Financial Analysis, Relationship Management, Retirement Planning, Asset Allocation, Territory Management, Separately Managed..., Risk Management, Unit Investment Trusts, ETFs, Personal Financial..., Mutual Funds
Education
Indiana University - Kelley School of Business 2000 — 2004
Bachelor of Science, Business; Marketing
Indiana University Bloomington 2000 — 2004
bachelors, business
Cooper City High School 1998 — 2000
PTAM (PT Asset Management, LLC) March 2015 - Present
PowerShares December 2013 - March 2015
Invesco Ltd. October 2010 - November 2013
UBS July 2008 - June 2010
JPMorgan Chase May 2007 - July 2008
Robert Half Technology September 2006 - February 2007
CDW Corporation September 2004 - September 2006
UBS Financial Services Inc June 2003 - August 2003
Skills
Series 7, Series 63, Investments, Asset Managment, Cold Calling, Strategic Financial..., Financial Services, Portfolio Management, Insurance, Sales, Financial Advisory, Securities, Equities, Wealth Management, New Business Development, Financial Analysis, Relationship Management, Retirement Planning, Asset Allocation, Territory Management, Separately Managed..., Risk Management, Unit Investment Trusts, ETFs, Personal Financial..., Mutual Funds
Education
Indiana University - Kelley School of Business 2000 — 2004
Bachelor of Science, Business; Marketing
Indiana University Bloomington 2000 — 2004
bachelors, business
Cooper City High School 1998 — 2000
Anand Rajan's UBS Experience April 2015 - Present
Job COO and Business Management at UBS
Industry Financial Services
Experience
UBS April 2015 - Present
UBS April 2014 - March 2015
UBS January 2012 - March 2014
Deloitte Consulting February 2010 - December 2011
AgreeYa Solutions January 2004 - February 2010
PricewaterhouseCoopers July 1998 - August 2003
Sonata Software Limited June 1996 - June 1998
Skills
Outsourcing, IT Strategy, Program Management, Strategy, Vendor Management, Business Transformation, Leadership, Strategic Planning, Business Process..., Management, Change Management, Service Delivery
Education
Indian Institute of Management, Calcutta
Indian Institute of Technology, Kharagpur
UBS April 2015 - Present
UBS April 2014 - March 2015
UBS January 2012 - March 2014
Deloitte Consulting February 2010 - December 2011
AgreeYa Solutions January 2004 - February 2010
PricewaterhouseCoopers July 1998 - August 2003
Sonata Software Limited June 1996 - June 1998
Skills
Outsourcing, IT Strategy, Program Management, Strategy, Vendor Management, Business Transformation, Leadership, Strategic Planning, Business Process..., Management, Change Management, Service Delivery
Education
Indian Institute of Management, Calcutta
Indian Institute of Technology, Kharagpur
Nagesh Sudula's UBS Experience August 2011 - Present
Job Consultant at UBS
Industry Information Technology and Services
Experience
UBS August 2011 - Present
Powe-Edge Consulting services, LLC July 2009 - Present
Societe Generale May 2010 - July 2011
BlackRock October 2006 - March 2009
Merrill Lynch August 2005 - September 2006
Merrill Lynch January 2001 - August 2005
Merrill Lynch July 1997 - December 2000
Merrill Lynch April 1995 - June 1997
Merrill Lynch November 1994 - March 1995
Merrill Lynch March 1994 - October 1994
Skills
SDLC, Business Analysis, Asset Managment, Financial Services, Investment Banking, Equities, Unix, Vendor Management, Enterprise Architecture, Data Warehousing, Databases, Asset Management, Oracle, Solution Architecture, Microsoft SQL Server, PMO, Software Project..., Requirements Gathering, Leadership, Requirements Analysis, IT Management, Data Migration, Outsourcing, SQL, Management, ITIL, Integration
Education
Indian Institute of Technology, Bombay
Ph.D, Image Processing
Indian Institute of Technology, Bombay
M.S, Electrical Engg.
Osmania University
B.S, Electronics and Commn Engg
UBS August 2011 - Present
Powe-Edge Consulting services, LLC July 2009 - Present
Societe Generale May 2010 - July 2011
BlackRock October 2006 - March 2009
Merrill Lynch August 2005 - September 2006
Merrill Lynch January 2001 - August 2005
Merrill Lynch July 1997 - December 2000
Merrill Lynch April 1995 - June 1997
Merrill Lynch November 1994 - March 1995
Merrill Lynch March 1994 - October 1994
Skills
SDLC, Business Analysis, Asset Managment, Financial Services, Investment Banking, Equities, Unix, Vendor Management, Enterprise Architecture, Data Warehousing, Databases, Asset Management, Oracle, Solution Architecture, Microsoft SQL Server, PMO, Software Project..., Requirements Gathering, Leadership, Requirements Analysis, IT Management, Data Migration, Outsourcing, SQL, Management, ITIL, Integration
Education
Indian Institute of Technology, Bombay
Ph.D, Image Processing
Indian Institute of Technology, Bombay
M.S, Electrical Engg.
Osmania University
B.S, Electronics and Commn Engg
Vikram Kaul's UBS Experience August 2001 - August 2004
Job
Industry Investment Banking
Experience
Manipal Education Americas August 2012 - Present
Manipal Education Americas January 2011 - August 2012
Deutsche Bank February 2008 - December 2010
Deutsche Bank November 2006 - January 2008
Merrill Lynch August 2004 - November 2006
UBS August 2001 - August 2004
ABN AMRO April 1996 - August 1999
Skills
Investment Banking, Financial Modeling, Mergers, Mergers, Corporate Finance, Finance, Financial Analysis, M, Management, Strategy, Valuation, Corporate Development, Due Diligence, Financial Structuring, Private Equity, Project Finance, Business Strategy
Education
NYU - Stern School of Business 1999 — 2001
MBA
Indian Institute of Management, Bangalore 1994 — 1996
PGDM, Finance
Indian Institute of Technology, Kanpur 1990 — 1994
B.Tech, Mechanical Engineering
Manipal Education Americas August 2012 - Present
Manipal Education Americas January 2011 - August 2012
Deutsche Bank February 2008 - December 2010
Deutsche Bank November 2006 - January 2008
Merrill Lynch August 2004 - November 2006
UBS August 2001 - August 2004
ABN AMRO April 1996 - August 1999
Skills
Investment Banking, Financial Modeling, Mergers, Mergers, Corporate Finance, Finance, Financial Analysis, M, Management, Strategy, Valuation, Corporate Development, Due Diligence, Financial Structuring, Private Equity, Project Finance, Business Strategy
Education
NYU - Stern School of Business 1999 — 2001
MBA
Indian Institute of Management, Bangalore 1994 — 1996
PGDM, Finance
Indian Institute of Technology, Kanpur 1990 — 1994
B.Tech, Mechanical Engineering
Bharat Godra's UBS Experience 1999 - 2000
Job Senior Program Management Executive
Industry Management Consulting
Experience
BMO Financial Group 2013 - 2015
CIBC 2011 - 2013
TD Bank and CGI Consulting 2010 - 2011
RBC 2009 - 2010
CGI Consulting and Acxsys Corporation (Interac Association) 2007 - 2008
Hewitt Associates and Marriott International 2006 - 2006
Bank of America 2004 - 2005
American Express 2000 - 2004
UBS 1999 - 2000
Reuters 1997 - 1999
Skills
Project Managment, Program Management, Project Portfolio..., Turn Around Management, Strategic Planning, Business Strategy, Project Governance, Strategic Leadership, Service Delivery..., Negotiation, Coaching, Crisis Management, Communication, Executive Reporting, PMP, MBA, Offshoring, Outsourcing, People Development, Thought Leadership, ITIL, Management Consulting, Business Process..., Business Transformation, Change Management, Business Development, Organizational Change..., P&L Financial Management, Project Management, Business Process..., Consulting, Leadership, IT Outsourcing, PMO, SDLC, Governance, Strategy, Six Sigma, Business Planning, CRM, Management, Scenario Planning, Business Analysis, Business Process, Team Building
Education
Project Management Institute 1999 — 1999
Project Management Professional (PMP)
Ivey Business School at Western University 1995 — 1997
MBA
Indian Institute of Management, Ahmedabad 1988 — 1990
MBA
Indian Institute of Technology, Delhi 1984 — 1988
B. Tech., Mechanical Engineering
BMO Financial Group 2013 - 2015
CIBC 2011 - 2013
TD Bank and CGI Consulting 2010 - 2011
RBC 2009 - 2010
CGI Consulting and Acxsys Corporation (Interac Association) 2007 - 2008
Hewitt Associates and Marriott International 2006 - 2006
Bank of America 2004 - 2005
American Express 2000 - 2004
UBS 1999 - 2000
Reuters 1997 - 1999
Skills
Project Managment, Program Management, Project Portfolio..., Turn Around Management, Strategic Planning, Business Strategy, Project Governance, Strategic Leadership, Service Delivery..., Negotiation, Coaching, Crisis Management, Communication, Executive Reporting, PMP, MBA, Offshoring, Outsourcing, People Development, Thought Leadership, ITIL, Management Consulting, Business Process..., Business Transformation, Change Management, Business Development, Organizational Change..., P&L Financial Management, Project Management, Business Process..., Consulting, Leadership, IT Outsourcing, PMO, SDLC, Governance, Strategy, Six Sigma, Business Planning, CRM, Management, Scenario Planning, Business Analysis, Business Process, Team Building
Education
Project Management Institute 1999 — 1999
Project Management Professional (PMP)
Ivey Business School at Western University 1995 — 1997
MBA
Indian Institute of Management, Ahmedabad 1988 — 1990
MBA
Indian Institute of Technology, Delhi 1984 — 1988
B. Tech., Mechanical Engineering
Ravi Moluguri's UBS Experience August 2007 - July 2008
Job VP, Equity Algo Trading Strategies at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2014 - Present
Morgan Stanley August 2010 - October 2014
Nomura Securities July 2008 - August 2010
UBS August 2007 - July 2008
Putnam Investments 2005 - August 2007
State Street Bank 2000 - 2005
Parametric Technology Corp 1997 - 2000
Skills
Trading, Portfolio Management, Fixed Income, Risk Management, Pricing, Investments, Analysis, Equities, Investment Banking, Mergers, Research, Valuation, Hedge Funds, Risk, Asset Management, Derivatives, Private Equity, Securities, Capital, Financial Modeling, Excel, Capital Markets, Databases, Options, FX, Financial Analysis, Debt, Java, C++, C, CFA, J2EE, Quantitative, TCP/IP, Unix, Java Enterprise Edition
Education
Indian Institute of Technology, Madras 1995 — 1997
Master of Tech, Computer Science Engg
Indian Institute of Technology, Madras
Bachelor of Tech, Electronics And Comm Engg
Bank of America Merrill Lynch October 2014 - Present
Morgan Stanley August 2010 - October 2014
Nomura Securities July 2008 - August 2010
UBS August 2007 - July 2008
Putnam Investments 2005 - August 2007
State Street Bank 2000 - 2005
Parametric Technology Corp 1997 - 2000
Skills
Trading, Portfolio Management, Fixed Income, Risk Management, Pricing, Investments, Analysis, Equities, Investment Banking, Mergers, Research, Valuation, Hedge Funds, Risk, Asset Management, Derivatives, Private Equity, Securities, Capital, Financial Modeling, Excel, Capital Markets, Databases, Options, FX, Financial Analysis, Debt, Java, C++, C, CFA, J2EE, Quantitative, TCP/IP, Unix, Java Enterprise Edition
Education
Indian Institute of Technology, Madras 1995 — 1997
Master of Tech, Computer Science Engg
Indian Institute of Technology, Madras
Bachelor of Tech, Electronics And Comm Engg
Christine Phillips's UBS Experience August 1994 - Present
Job Director, Trader at UBS
Industry Financial Services
Experience
UBS August 1994 - Present
Education
Indiana University Bloomington
B.G.S.
UBS August 1994 - Present
Education
Indiana University Bloomington
B.G.S.
Darrin McCauley's UBS Experience February 2001 - December 2003
Job SVP Corporate Lending at Old National Bank
Industry Banking
Experience
Old National Bank December 2003 - Present
UBS February 2001 - December 2003
Bank One May 1996 - February 2001
Skills
Portfolio Management, Credit Analysis, Commercial Banking, Mergers, Commercial Lending, Financial Analysis, Mergers & Acquisitions, Credit, Strategy, Strategic Financial..., Loans, Wealth Management, 401k, New Business Development, Series 7, Retirement Planning, Management, Banking, Leadership, Sales, Business Development
Education
Indiana University Bloomington 1983 — 1987
BS, Finance, Economics, Accounting
Old National Bank December 2003 - Present
UBS February 2001 - December 2003
Bank One May 1996 - February 2001
Skills
Portfolio Management, Credit Analysis, Commercial Banking, Mergers, Commercial Lending, Financial Analysis, Mergers & Acquisitions, Credit, Strategy, Strategic Financial..., Loans, Wealth Management, 401k, New Business Development, Series 7, Retirement Planning, Management, Banking, Leadership, Sales, Business Development
Education
Indiana University Bloomington 1983 — 1987
BS, Finance, Economics, Accounting
Mangesh Deshpande's UBS Experience 2006 - 2007
Job VP at CITIGROUP
Industry Financial Services
Vinodh Sundaresan's UBS Experience 2006 - 2007
Job Multichannel Product Manager
Industry Information Technology and Services
Experience
Cognizant Technology Solutions May 2010 - Present
drugstore.com 2014 - 2014
drugstore.com 2014 - 2014
drugstore.com 2014 - 2014
Nike 2013 - 2014
Wipro Technologies Limited September 2006 - March 2009
UBS 2006 - 2007
Infosys Technologies Limited July 2002 - September 2006
Amazon 2005 - 2006
Skills
Consultancy, Account Management, E-commerce, Retail, IT Service Management, Business Analysis, Requirements Gathering, Consulting, Software Project..., Requirements Analysis, Strategy, Management Consulting, Business Intelligence, Analytics, Product Management, Cross-functional Team..., Program Management, Agile Methodologies
Education
Indian School of Business 2009 — 2010
MBA, Marketing and Strategy
National Institute of Technology Tiruchirappalli 1998 — 2002
Bachelor of Engineering, Electrical and Electronics Engineering
Cognizant Technology Solutions May 2010 - Present
drugstore.com 2014 - 2014
drugstore.com 2014 - 2014
drugstore.com 2014 - 2014
Nike 2013 - 2014
Wipro Technologies Limited September 2006 - March 2009
UBS 2006 - 2007
Infosys Technologies Limited July 2002 - September 2006
Amazon 2005 - 2006
Skills
Consultancy, Account Management, E-commerce, Retail, IT Service Management, Business Analysis, Requirements Gathering, Consulting, Software Project..., Requirements Analysis, Strategy, Management Consulting, Business Intelligence, Analytics, Product Management, Cross-functional Team..., Program Management, Agile Methodologies
Education
Indian School of Business 2009 — 2010
MBA, Marketing and Strategy
National Institute of Technology Tiruchirappalli 1998 — 2002
Bachelor of Engineering, Electrical and Electronics Engineering
Jesse Blehinger's UBS Experience 1999 - 2004
Job Deconversion Manager at The Standard
Industry Insurance
Experience
The Standard June 2015 - Present
The Standard 2013 - Present
LPL Financial 2011 - 2012
LPL Financial 2011 - 2012
Robert W. Baird & Co. 2009 - 2010
Wells Fargo Advisors 2004 - 2009
UBS 1999 - 2004
Skills
Financial Services, Mutual Funds, Management, Project Management, Analysis, Finance, Insurance, Process Improvement, Employee Benefits, Leadership
Education
Illinois State University 1996 — 1998
The Standard June 2015 - Present
The Standard 2013 - Present
LPL Financial 2011 - 2012
LPL Financial 2011 - 2012
Robert W. Baird & Co. 2009 - 2010
Wells Fargo Advisors 2004 - 2009
UBS 1999 - 2004
Skills
Financial Services, Mutual Funds, Management, Project Management, Analysis, Finance, Insurance, Process Improvement, Employee Benefits, Leadership
Education
Illinois State University 1996 — 1998
Peter Domaleczny's UBS Experience December 2002 - December 2004
Job Business Owner, PrymeTech
Industry Mechanical or Industrial Engineering
Experience
Prymetech September 2006 - Present
MT&D September 2004 - September 2006
UBS December 2002 - December 2004
Education
Illinois State University 1998 — 2002
Prymetech September 2006 - Present
MT&D September 2004 - September 2006
UBS December 2002 - December 2004
Education
Illinois State University 1998 — 2002
Ajith Bhasker R's UBS Experience March 2013 - November 2014
Job Looking for a new challenging role Experienced C++ Developer and Technical BA an alumnus of IITB and IIMB
Industry Information Technology and Services
Experience
Norgate Technologies November 2014 - Present
UBS March 2013 - November 2014
HCL Technologies - FS August 2012 - October 2014
Citi January 2008 - February 2013
Deutsche Bank October 2004 - January 2008
HCL 2008 - 2008
Wipro GE 2001 - 2003
GE Healthcare 2001 - 2003
SASKEN 1996 - 2001
Skills
Object Oriented..., Computational..., Agile Project Management, Agile Methodologies, Requirements Analysis, Management, Software Project..., PL/SQL, Oracle, Global Delivery, Scrum, Solution Architecture, Project Management, Business Analysis, Java Enterprise Edition, Data Warehousing, SOA, SDLC, Program Management, Analytics, IT Strategy, Product Management, Business Intelligence, Software Development, Integration, PMP, C/C++, STL, UML, Core Java, UNIX/Linux Shell..., PERL, Data Structures, Algorithms, Excel Macro, Data Modelling, Financial Calculations, Technical Leadership, Design Patterns, Software Design, Rational Rose, Microsoft Visio, Microsoft Visual Studio..., KDB, Eclipse, Advanced Excel, Requirements Gathering, Team Mentoring, Quantitative Analytics, QlikView
Education
Indian Institute of Management, Bangalore 2006 — 2008
PGSEM, MBA
Indian Institute of Technology, Bombay 1997 — 1999
Master of Technology (MTech), Computer Science and Engineering
National Institute of Technology Calicut 1991 — 1996
Bachelor of Technology (BTech), Computer Science and Engineering
Norgate Technologies November 2014 - Present
UBS March 2013 - November 2014
HCL Technologies - FS August 2012 - October 2014
Citi January 2008 - February 2013
Deutsche Bank October 2004 - January 2008
HCL 2008 - 2008
Wipro GE 2001 - 2003
GE Healthcare 2001 - 2003
SASKEN 1996 - 2001
Skills
Object Oriented..., Computational..., Agile Project Management, Agile Methodologies, Requirements Analysis, Management, Software Project..., PL/SQL, Oracle, Global Delivery, Scrum, Solution Architecture, Project Management, Business Analysis, Java Enterprise Edition, Data Warehousing, SOA, SDLC, Program Management, Analytics, IT Strategy, Product Management, Business Intelligence, Software Development, Integration, PMP, C/C++, STL, UML, Core Java, UNIX/Linux Shell..., PERL, Data Structures, Algorithms, Excel Macro, Data Modelling, Financial Calculations, Technical Leadership, Design Patterns, Software Design, Rational Rose, Microsoft Visio, Microsoft Visual Studio..., KDB, Eclipse, Advanced Excel, Requirements Gathering, Team Mentoring, Quantitative Analytics, QlikView
Education
Indian Institute of Management, Bangalore 2006 — 2008
PGSEM, MBA
Indian Institute of Technology, Bombay 1997 — 1999
Master of Technology (MTech), Computer Science and Engineering
National Institute of Technology Calicut 1991 — 1996
Bachelor of Technology (BTech), Computer Science and Engineering
Lauren Cross's UBS Experience August 2010 - November 2011
Job Director of Human Resources and Administration at Fairfield County Community Foundation
Industry Nonprofit Organization Management
Experience
Fairfield County's Community Foundation April 2012 - Present
UBS August 2010 - November 2011
Credit Suisse February 1997 - April 2009
Goldman Sachs July 1990 - May 1995
Skills
Risk Management, Financial Analysis, Budget, Program Management, Auditing, Budgets, Leadership, Management, Project Management, Investment Banking, Equities, Strategy, Finance, Business Development, Training, SDLC
Education
Pace University 2010 — 2012
MPA, Nonprofit Management
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, MIS
Indiana University Bloomington 1980 — 1984
BA, Individualized Major Program
Fairfield County's Community Foundation April 2012 - Present
UBS August 2010 - November 2011
Credit Suisse February 1997 - April 2009
Goldman Sachs July 1990 - May 1995
Skills
Risk Management, Financial Analysis, Budget, Program Management, Auditing, Budgets, Leadership, Management, Project Management, Investment Banking, Equities, Strategy, Finance, Business Development, Training, SDLC
Education
Pace University 2010 — 2012
MPA, Nonprofit Management
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, MIS
Indiana University Bloomington 1980 — 1984
BA, Individualized Major Program
Emily Rittberg's UBS Experience April 2005 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS April 2005 - Present
Deutsche Bank Securities February 2002 - April 2005
Lehman Brothers Holdings Inc. July 2000 - February 2002
Education
Indiana University - Kelley School of Business 2000 — 2004
BS, Finance
UBS April 2005 - Present
Deutsche Bank Securities February 2002 - April 2005
Lehman Brothers Holdings Inc. July 2000 - February 2002
Education
Indiana University - Kelley School of Business 2000 — 2004
BS, Finance
Rahul Grover's UBS Experience April 2006 - September 2011
Job Senior Vice President Quantitative Strategies at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company April 2011 - Present
UBS April 2006 - September 2011
Instinet August 1999 - March 2006
Education
The University of Chicago 2007 — 2008
MS, Financial Mathematics
Michigan State University - The Eli Broad College of Business 1997 — 1999
MBA
Indian Institute of Technology, Delhi 1991 — 1995
BS
Jefferies & Company April 2011 - Present
UBS April 2006 - September 2011
Instinet August 1999 - March 2006
Education
The University of Chicago 2007 — 2008
MS, Financial Mathematics
Michigan State University - The Eli Broad College of Business 1997 — 1999
MBA
Indian Institute of Technology, Delhi 1991 — 1995
BS
Chris Haight's UBS Experience 2009 - Present
Job Independent Computer Software Professional
Industry Computer Software
Experience
UBS 2009 - Present
TECC 1985 - Present
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1996 - 2000
Salomon Bros 1990 - 1994
Salomon Brothers 1990 - 1994
Education
Indiana University of Pennsylvania 1980 — 1984
UBS 2009 - Present
TECC 1985 - Present
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1996 - 2000
Salomon Bros 1990 - 1994
Salomon Brothers 1990 - 1994
Education
Indiana University of Pennsylvania 1980 — 1984
Manju Ananth's UBS Experience August 2007 - January 2008
Job Sr. Exstream Dialogue Consultant at Wachovia
Industry Financial Services
Experience
Wachovia February 2008 - Present
UBS August 2007 - January 2008
Wachovia Inc. (Bank, Brokerage & Securities Firm) & Infosys March 2006 - August 2007
IBM November 2002 - March 2006
PwC July 1998 - October 2002
TCS January 1996 - July 1998
Tata Consultancy Services 1996 - 1998
NELCO March 1993 - December 1995
Skills
SDLC
Education
Indian Institute of Technology, Kharagpur 1991 — 1993
Master of Technology, Electrical Engineering
Wachovia February 2008 - Present
UBS August 2007 - January 2008
Wachovia Inc. (Bank, Brokerage & Securities Firm) & Infosys March 2006 - August 2007
IBM November 2002 - March 2006
PwC July 1998 - October 2002
TCS January 1996 - July 1998
Tata Consultancy Services 1996 - 1998
NELCO March 1993 - December 1995
Skills
SDLC
Education
Indian Institute of Technology, Kharagpur 1991 — 1993
Master of Technology, Electrical Engineering
Catherine Beard's UBS Experience AnalystNorthern Trust Global InvestmentsOctober 1998 - July 2005
Job Analyst at UBS
Industry Financial Services
Experience
UBS AnalystNorthern Trust Global InvestmentsOctober 1998 - July 2005
Banc of America Securities August 1994 - October 1998
Education
Indiana University - Kelley School of Business 1993 — 1994
Vanderbilt University 1982 — 1983
Henry Clay High School 1979 — 1982
UBS AnalystNorthern Trust Global InvestmentsOctober 1998 - July 2005
Banc of America Securities August 1994 - October 1998
Education
Indiana University - Kelley School of Business 1993 — 1994
Vanderbilt University 1982 — 1983
Henry Clay High School 1979 — 1982
Vineet Maknoor's UBS Experience March 2010 - November 2012
Job Financial Planning & Analysis Manager at Songkick.com
Industry Internet
Experience
Songkick.com March 2015 - Present
J.P. Morgan December 2012 - March 2015
UBS March 2010 - November 2012
Bank of America May 2007 - January 2010
Skills
Investment Banking
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S., Finance
Songkick.com March 2015 - Present
J.P. Morgan December 2012 - March 2015
UBS March 2010 - November 2012
Bank of America May 2007 - January 2010
Skills
Investment Banking
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S., Finance
Sachin Narang's UBS Experience August 2006 - May 2015
Job Vice President at First Eagle Investment Management
Industry Information Technology and Services
Experience
First Eagle Investment Management May 2015 - Present
UBS August 2006 - May 2015
Amtex Systems 2005 - 2006
Infosys 2000 - 2005
Skills
Prime Brokerage, Equities, Reference Data, Options, Fixed Income, Valuation, Corporate Actions, Swaps, Investment Banking, Portfolio Management, Trading Systems, Derivatives, Hedge Funds, SDLC, Capital Markets
Education
Institute of Technology, BHU 1996 — 2000
Bachelor of Technology (B.Tech.), Mechanical Engineering
First Eagle Investment Management May 2015 - Present
UBS August 2006 - May 2015
Amtex Systems 2005 - 2006
Infosys 2000 - 2005
Skills
Prime Brokerage, Equities, Reference Data, Options, Fixed Income, Valuation, Corporate Actions, Swaps, Investment Banking, Portfolio Management, Trading Systems, Derivatives, Hedge Funds, SDLC, Capital Markets
Education
Institute of Technology, BHU 1996 — 2000
Bachelor of Technology (B.Tech.), Mechanical Engineering
Melissa Markman's UBS Experience September 1998 - May 2008
Job Portfolio Accountant at UBS
Industry Financial Services
Experience
UBS September 1998 - May 2008
Education
Indiana University Bloomington 1990 — 1994
UBS September 1998 - May 2008
Education
Indiana University Bloomington 1990 — 1994
Amey Dharurkar, CFA's UBS Experience February 2007 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS February 2007 - Present
Goldman Sachs July 2004 - February 2007
Education
Indiana University Bloomington 2002 — 2004
VJTI (Mumbai University) 1998 — 2002
BE, Computer Engineering
UBS February 2007 - Present
Goldman Sachs July 2004 - February 2007
Education
Indiana University Bloomington 2002 — 2004
VJTI (Mumbai University) 1998 — 2002
BE, Computer Engineering
Sonia Dziubek's UBS Experience March 2011 - May 2012
Job Operations Manager LTC
Industry Insurance
Experience
CNA Insurance December 2014 - Present
CNA Insurance May 2012 - December 2014
UBS March 2011 - May 2012
Motorola Mobile Devices August 2010 - March 2011
Motorola August 2008 - October 2010
Motorola Mobile Devices June 2007 - August 2008
Skills
Financial Modeling, Financial Analysis, Essbase, Internal Controls, Certified Fraud Examiner, Finance, Auditing, Process Improvement, Sarbanes-Oxley Act, Financial Forecasting, Forecasting, Accounting
Education
Loyola University Chicago 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Indiana University Bloomington 2003 — 2007
Finance
CNA Insurance December 2014 - Present
CNA Insurance May 2012 - December 2014
UBS March 2011 - May 2012
Motorola Mobile Devices August 2010 - March 2011
Motorola August 2008 - October 2010
Motorola Mobile Devices June 2007 - August 2008
Skills
Financial Modeling, Financial Analysis, Essbase, Internal Controls, Certified Fraud Examiner, Finance, Auditing, Process Improvement, Sarbanes-Oxley Act, Financial Forecasting, Forecasting, Accounting
Education
Loyola University Chicago 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Indiana University Bloomington 2003 — 2007
Finance
Edward Painter's UBS Experience March 2014 - June 2015
Job Head of Investor Relations
Industry Pharmaceuticals
Experience
Turing Pharmaceuticals AG June 2015 - Present
SHomer Capital LLC November 2011 - Present
UBS March 2014 - June 2015
UBS Investment Bank 1998 - 2006
Oppenheimer & Co. 1995 - 1998
Credit Suisse July 1992 - July 1995
Kidder Peabody July 1990 - July 1992
Goldman Sachs 1987 - 1990
Salomon Brothers 1984 - 1987
Education
University of Illinois at Urbana-Champaign - College of Business 1983 — 1985
MBA, Finance
Illinois Wesleyan University 1980 — 1984
BA, Business
Turing Pharmaceuticals AG June 2015 - Present
SHomer Capital LLC November 2011 - Present
UBS March 2014 - June 2015
UBS Investment Bank 1998 - 2006
Oppenheimer & Co. 1995 - 1998
Credit Suisse July 1992 - July 1995
Kidder Peabody July 1990 - July 1992
Goldman Sachs 1987 - 1990
Salomon Brothers 1984 - 1987
Education
University of Illinois at Urbana-Champaign - College of Business 1983 — 1985
MBA, Finance
Illinois Wesleyan University 1980 — 1984
BA, Business
Randy Cohen's UBS Experience 1998 - 2010
Job Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
UBS 1998 - 2010
OLDE Discount Stockbrokers 1993 - 1998
Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Investments, Asset Management, Series 7, Portfolio Management, Retirement, Series 63, Mutual Funds, Insurance, Bonds, Estate Planning, Annuities, Long Term Care, Series 24, Financial Advisory, Retirement Income..., IRA's, Investment Strategies, Risk Management, Insurance Planning, Investment Products, Securities, Equities, Fixed Income, Financial Planning, Chartered Retirement..., Alternative Investments, Asset Managment, Financial Analysis, Financial Planners, IRAs, Investment Management, Mortgage Lending, Series 65, Strategic Financial..., Uniform Combined State...
Education
Indiana University - Kelley School of Business 1989 — 1993
BS, Finance, General
University of Wollongong
University of Wollongong
Merrill Lynch January 2010 - Present
UBS 1998 - 2010
OLDE Discount Stockbrokers 1993 - 1998
Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Investments, Asset Management, Series 7, Portfolio Management, Retirement, Series 63, Mutual Funds, Insurance, Bonds, Estate Planning, Annuities, Long Term Care, Series 24, Financial Advisory, Retirement Income..., IRA's, Investment Strategies, Risk Management, Insurance Planning, Investment Products, Securities, Equities, Fixed Income, Financial Planning, Chartered Retirement..., Alternative Investments, Asset Managment, Financial Analysis, Financial Planners, IRAs, Investment Management, Mortgage Lending, Series 65, Strategic Financial..., Uniform Combined State...
Education
Indiana University - Kelley School of Business 1989 — 1993
BS, Finance, General
University of Wollongong
University of Wollongong
Alex Sawyer's UBS Experience March 2008 - April 2011
Job Director, Management Reporting & Analytics
Industry Financial Services
Experience
MUFG Americas August 2014 - Present
AIG January 2013 - April 2014
JPMorgan Chase April 2011 - December 2012
UBS March 2008 - April 2011
Hewlett-Packard May 2002 - March 2008
Compaq January 2000 - May 2002
Compaq April 1999 - January 2000
Tandem Computers August 1997 - April 1999
Goldman Sachs June 1996 - August 1996
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Forecasting, Finance, Strategy, Business Planning, Analysis, Project Planning, Budgeting, Management Reporting, Competitive Analysis, Cross-functional Team..., Business Operations, Budgets, Business Analysis, KPI/Key Driver..., Process Improvement, Essbase, Talent Management, Corporate Finance, Management, Valuation, Business Strategy, Team Leadership, Risk Management, Start-ups, Strategic Planning, Leadership, Business Intelligence, Financial Reporting, Due Diligence, Variance Analysis, Mergers & Acquisitions, Financial Planning
Education
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
Miami University 1987 — 1991
BA, Economics
University School
MUFG Americas August 2014 - Present
AIG January 2013 - April 2014
JPMorgan Chase April 2011 - December 2012
UBS March 2008 - April 2011
Hewlett-Packard May 2002 - March 2008
Compaq January 2000 - May 2002
Compaq April 1999 - January 2000
Tandem Computers August 1997 - April 1999
Goldman Sachs June 1996 - August 1996
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Forecasting, Finance, Strategy, Business Planning, Analysis, Project Planning, Budgeting, Management Reporting, Competitive Analysis, Cross-functional Team..., Business Operations, Budgets, Business Analysis, KPI/Key Driver..., Process Improvement, Essbase, Talent Management, Corporate Finance, Management, Valuation, Business Strategy, Team Leadership, Risk Management, Start-ups, Strategic Planning, Leadership, Business Intelligence, Financial Reporting, Due Diligence, Variance Analysis, Mergers & Acquisitions, Financial Planning
Education
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
Miami University 1987 — 1991
BA, Economics
University School
Jason Carlson's UBS Experience July 2009 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS July 2009 - Present
R&W Capital Management March 2004 - July 2009
The Lasalle Group of Refco September 2002 - March 2004
Skills
Commodity, Commodity Markets, Photoshop
Education
Illinois State University 1996 — 2001
Political Science and English
UBS July 2009 - Present
R&W Capital Management March 2004 - July 2009
The Lasalle Group of Refco September 2002 - March 2004
Skills
Commodity, Commodity Markets, Photoshop
Education
Illinois State University 1996 — 2001
Political Science and English
Bradley Birkenfeld's UBS Experience 2001 - 2006
Job UBS Whistleblower
Industry Financial Services
Experience
N/A 2012 - Present
Union Charter 2006 - 2008
UBS 2001 - 2006
Barclays Bank 1998 - 2001
Credit Suisse 1996 - 1998
Skills
International business..., Private Banking, Private Equity, Financial Analysis, Marketing, Retirement
Education
IMD Business School 1998 — 2005
Lecturing on International Private Banking and Offshore Structures, Switzerland
Thunderbird School of Global Management 1998 — 2005
Lecturing on International Private Banking and Offshore Structures, France
International Masters of Business Administration 1995 — 1996
International Finance, Switzerland
Senior Overseas Business Certificate 1987 — 1988
Economics, England
Bachelor of Science Degree 1985 — 1988
Economics, United States
N/A 2012 - Present
Union Charter 2006 - 2008
UBS 2001 - 2006
Barclays Bank 1998 - 2001
Credit Suisse 1996 - 1998
Skills
International business..., Private Banking, Private Equity, Financial Analysis, Marketing, Retirement
Education
IMD Business School 1998 — 2005
Lecturing on International Private Banking and Offshore Structures, Switzerland
Thunderbird School of Global Management 1998 — 2005
Lecturing on International Private Banking and Offshore Structures, France
International Masters of Business Administration 1995 — 1996
International Finance, Switzerland
Senior Overseas Business Certificate 1987 — 1988
Economics, England
Bachelor of Science Degree 1985 — 1988
Economics, United States
Monika Filipek's UBS Experience October 2010 - March 2011
Job Marketing and Business Development Manager at The Michael Filipek Tennis & Sports Academy
Industry Financial Services
Experience
The Michael Filipek Tennis & Sports Academy February 2010 - Present
UBS October 2010 - March 2011
UBS Financial Services April 2006 - February 2010
Wedgewood USA October 2003 - March 2006
Education
IMC Fachhochschule Krems 1999 — 2003
Mag (FH), Tourism and Leisure Time Management
The Michael Filipek Tennis & Sports Academy February 2010 - Present
UBS October 2010 - March 2011
UBS Financial Services April 2006 - February 2010
Wedgewood USA October 2003 - March 2006
Education
IMC Fachhochschule Krems 1999 — 2003
Mag (FH), Tourism and Leisure Time Management
Narasimha Bandlamudi's UBS Experience September 2005 - December 2010
Job Senior Developer/Programmer Analyst at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. January 2011 - November 2014
UBS September 2005 - December 2010
Polaris October 2001 - August 2005
Skills
Java, J2EE Web Services, Oracle SQL Developer
Education
Indian Institute of Technology, Kanpur 1999 — 2001
Master's degree, Mechanical Engineering
Sri Venkateswara University 1995 — 1999
Bachelor's degree, Mechanical Engineering
JPMorgan Chase & Co. January 2011 - November 2014
UBS September 2005 - December 2010
Polaris October 2001 - August 2005
Skills
Java, J2EE Web Services, Oracle SQL Developer
Education
Indian Institute of Technology, Kanpur 1999 — 2001
Master's degree, Mechanical Engineering
Sri Venkateswara University 1995 — 1999
Bachelor's degree, Mechanical Engineering
Meraj Khan's UBS Experience March 2015 - Present
Job Head of EM Macro Trading, Europe at UBS
Industry Investment Banking
Experience
UBS March 2015 - Present
Caxton Associates April 2013 - February 2015
Goldman Sachs September 2006 - March 2013
Skills
Capital Markets, Bloomberg, Emerging Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Trading, Valuation, Investment Banking, Credit Derivatives, FX Options, Options
Education
Penn State University 2001 — 2003
MS, Industrial Engineering and Operations Research
Indian Institute of Technology, Madras 1997 — 2001
oman
UBS March 2015 - Present
Caxton Associates April 2013 - February 2015
Goldman Sachs September 2006 - March 2013
Skills
Capital Markets, Bloomberg, Emerging Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Trading, Valuation, Investment Banking, Credit Derivatives, FX Options, Options
Education
Penn State University 2001 — 2003
MS, Industrial Engineering and Operations Research
Indian Institute of Technology, Madras 1997 — 2001
oman
Travis Kunnemann's UBS Experience June 2006 - August 2006
Job Ammonia Superintendent at CF Industries
Industry Chemicals
Experience
CF Industries September 2015 - Present
Agrium June 2014 - September 2015
Agrium April 2010 - June 2014
Texas Commission on Environmental Quality February 2009 - November 2009
Rhodia January 2008 - August 2008
Halliburton May 2007 - August 2007
UBS June 2006 - August 2006
Skills
Matlab, Manufacturing, Process Engineering, Six Sigma, Chemical Engineering, Process Improvement, Project Management
Education
Indiana University - Kelley School of Business 2014 — 2016
MBA Candidate
The University of Texas at Austin 2004 — 2009
B.S., Chemical Engineering
CF Industries September 2015 - Present
Agrium June 2014 - September 2015
Agrium April 2010 - June 2014
Texas Commission on Environmental Quality February 2009 - November 2009
Rhodia January 2008 - August 2008
Halliburton May 2007 - August 2007
UBS June 2006 - August 2006
Skills
Matlab, Manufacturing, Process Engineering, Six Sigma, Chemical Engineering, Process Improvement, Project Management
Education
Indiana University - Kelley School of Business 2014 — 2016
MBA Candidate
The University of Texas at Austin 2004 — 2009
B.S., Chemical Engineering
Preston Elliott,CFP®'s UBS Experience April 2009 - Present
Job First VicePresident Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS April 2009 - Present
Aurora Foods March 1998 - September 2000
McMaster-Carr 1994 - 1998
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investment Strategies, Investment Advisory, Series 63, Asset Management, Financial Advisory, Strategic Financial..., Investment Management, Wealth Management..., Retirement
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA, Strategy, Marketing, Finance
Indiana University Bloomington 1986 — 1990
BA, Finance
UBS April 2009 - Present
Aurora Foods March 1998 - September 2000
McMaster-Carr 1994 - 1998
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investment Strategies, Investment Advisory, Series 63, Asset Management, Financial Advisory, Strategic Financial..., Investment Management, Wealth Management..., Retirement
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA, Strategy, Marketing, Finance
Indiana University Bloomington 1986 — 1990
BA, Finance
Paramveer Bright's UBS Experience 2007 - 2009
Job Sr. Software Analyst at Openlink Financial
Industry Information Technology and Services
Experience
OpenLink Financial February 2009 - Present
UBS 2007 - 2009
UBS 2007 - 2009
Skills
PL/SQL, SDLC, Requirements Analysis, Business Analysis, Agile Methodologies, SQL, Vendor Management, Requirements Gathering, User Acceptance Testing, Unix
Education
Indiana University Bloomington 2005 — 2006
MS, MIS
PVPP
OpenLink Financial February 2009 - Present
UBS 2007 - 2009
UBS 2007 - 2009
Skills
PL/SQL, SDLC, Requirements Analysis, Business Analysis, Agile Methodologies, SQL, Vendor Management, Requirements Gathering, User Acceptance Testing, Unix
Education
Indiana University Bloomington 2005 — 2006
MS, MIS
PVPP
Ken Weakley's UBS Experience October 2001 - April 2007
Job Assistant Clinical Professor
Industry Capital Markets
Experience
Indiana University Bloomington August 2014 - Present
Indiana University Bloomington August 2013 - July 2014
Indiana University August 2009 - May 2014
Indiana University 2009 - 2012
Credit Suisse June 2007 - April 2008
UBS October 2001 - April 2007
Skills
Investment Banking, Capital Markets, Equity Research Analysis, Valuation, Financial Modeling, Equities, Hedge Funds, Investments, Equity Research, Asset Management, Portfolio Management, Financial Analysis, Corporate Finance, Management, Bloomberg, Research, Private Equity, Fixed Income
Education
Indiana University Bloomington 2009 — 2014
Doctor of Philosophy (PhD), Finance, General
SUNY at Buffalo 1989 — 1991
MBA, Finance
Rhode Island College 1984 — 1989
BS/BA, Business/Economics
CW Post
Indiana University Bloomington August 2014 - Present
Indiana University Bloomington August 2013 - July 2014
Indiana University August 2009 - May 2014
Indiana University 2009 - 2012
Credit Suisse June 2007 - April 2008
UBS October 2001 - April 2007
Skills
Investment Banking, Capital Markets, Equity Research Analysis, Valuation, Financial Modeling, Equities, Hedge Funds, Investments, Equity Research, Asset Management, Portfolio Management, Financial Analysis, Corporate Finance, Management, Bloomberg, Research, Private Equity, Fixed Income
Education
Indiana University Bloomington 2009 — 2014
Doctor of Philosophy (PhD), Finance, General
SUNY at Buffalo 1989 — 1991
MBA, Finance
Rhode Island College 1984 — 1989
BS/BA, Business/Economics
CW Post
Nadine Rumpke's UBS Experience June 2008 - April 2009
Job Portfolio Management Associate at KeyBank
Industry Banking
Experience
KeyBank October 2012 - Present
Lifestyle Management by Nadine, LLC August 2009 - Present
UBS June 2008 - April 2009
RE/MAX Unlimited February 2006 - July 2008
FSI Group April 2005 - June 2006
Provident Bank May 2000 - April 2005
Ohio Casualty Group May 1999 - May 2000
Provident Bank June 1998 - May 1999
Provident Bank June 1997 - June 1998
Skills
Marketing, Leadership, Real Estate, Investments, Sales, Training, Management, Banking, Investment Properties, First Time Home Buyers, Customer Service, Selling, Marketing Strategy, Social Media Marketing, Wealth Management, Relocation, Small Business, New Business Development, Entrepreneurship, Time Management, Portfolio Management, Sales Management
Education
Indiana University - Kelley School of Business 1993 — 1997
B.S., Business Management & Marketing
Maastricht University 1996 — 1996
Summer Overseas Study Program, Business and Economics courses
Fairfield High School 1990 — 1993
KeyBank October 2012 - Present
Lifestyle Management by Nadine, LLC August 2009 - Present
UBS June 2008 - April 2009
RE/MAX Unlimited February 2006 - July 2008
FSI Group April 2005 - June 2006
Provident Bank May 2000 - April 2005
Ohio Casualty Group May 1999 - May 2000
Provident Bank June 1998 - May 1999
Provident Bank June 1997 - June 1998
Skills
Marketing, Leadership, Real Estate, Investments, Sales, Training, Management, Banking, Investment Properties, First Time Home Buyers, Customer Service, Selling, Marketing Strategy, Social Media Marketing, Wealth Management, Relocation, Small Business, New Business Development, Entrepreneurship, Time Management, Portfolio Management, Sales Management
Education
Indiana University - Kelley School of Business 1993 — 1997
B.S., Business Management & Marketing
Maastricht University 1996 — 1996
Summer Overseas Study Program, Business and Economics courses
Fairfield High School 1990 — 1993
Dan Hintz's UBS Experience 2006 - Present
Job Vice President Investments
Industry Investment Management
Experience
Kids Against Hunger of Central Indiana, Inc. 2007 - Present
UBS 2006 - Present
Scrum Alliance 2009 - 2013
Merrill Lynch 2000 - 2006
Renaissance Administration 1996 - 1997
Education
Indiana University - Kelley School of Business 1985 — 1989
Bachelor of Science, Finance
Kids Against Hunger of Central Indiana, Inc. 2007 - Present
UBS 2006 - Present
Scrum Alliance 2009 - 2013
Merrill Lynch 2000 - 2006
Renaissance Administration 1996 - 1997
Education
Indiana University - Kelley School of Business 1985 — 1989
Bachelor of Science, Finance
Bruce Seidmon's UBS Experience February 2003 - September 2011
Job Cambridge Property Group LLC
Industry Real Estate
Experience
Cambridge Property Group LLC 2007 - Present
Jefferies & Company October 2011 - June 2013
UBS Investment Bank 2008 - September 2011
UBS February 2003 - September 2011
Prudential Securities February 1997 - February 2003
Skills
Hedge Funds, Alternative Investments, Trading, Derivatives, Investment Banking, Energy, Options, Management, Electronic Trading, Trading Systems, Financial Markets, Equities, Financial Modeling, FX Options, Capital Markets, Portfolio Management, Fixed Income, Series 7, Bloomberg, Equity Derivatives, Valuation, Prime Brokerage, Asset Management, Investments, Emerging Markets, Proprietary Trading, ETFs, Structured Products, Commodity, Hedging, Series 63, Swaps, Market Risk, Bonds, Financial Structuring, FINRA, Middle Office, Trading Strategies, Credit Derivatives, Securities, Equity Research, Interest Rate..., Market Data, Commodity Markets, Equity Trading, Currency
Education
Indiana University - Kelley School of Business 1978 — 1982
BS, Finance/Accounting
Cambridge Property Group LLC 2007 - Present
Jefferies & Company October 2011 - June 2013
UBS Investment Bank 2008 - September 2011
UBS February 2003 - September 2011
Prudential Securities February 1997 - February 2003
Skills
Hedge Funds, Alternative Investments, Trading, Derivatives, Investment Banking, Energy, Options, Management, Electronic Trading, Trading Systems, Financial Markets, Equities, Financial Modeling, FX Options, Capital Markets, Portfolio Management, Fixed Income, Series 7, Bloomberg, Equity Derivatives, Valuation, Prime Brokerage, Asset Management, Investments, Emerging Markets, Proprietary Trading, ETFs, Structured Products, Commodity, Hedging, Series 63, Swaps, Market Risk, Bonds, Financial Structuring, FINRA, Middle Office, Trading Strategies, Credit Derivatives, Securities, Equity Research, Interest Rate..., Market Data, Commodity Markets, Equity Trading, Currency
Education
Indiana University - Kelley School of Business 1978 — 1982
BS, Finance/Accounting
Brooke Hoerr's UBS Experience November 2001 - September 2002
Job Consultant at Archetype Trading LLC
Industry Broadcast Media
Experience
Archetype Trading LLC May 2009 - Present
Marquette Partners October 2002 - April 2009
UBS November 2001 - September 2002
The Burridge Group LLC (division of AMG) October 1999 - September 2001
Olde Brokerage May 1996 - March 1999
Skills
Trading, Proprietary Trading, Equities, Options, Electronic Trading, Derivatives, Trading Systems, Portfolio Management, Fixed Income, Investments, Financial Markets, Asset Management, Securities, Finance
Education
Indiana University Bloomington 1991 — 1996
BS Public Finance, SPEA - Minor in Economics
Archetype Trading LLC May 2009 - Present
Marquette Partners October 2002 - April 2009
UBS November 2001 - September 2002
The Burridge Group LLC (division of AMG) October 1999 - September 2001
Olde Brokerage May 1996 - March 1999
Skills
Trading, Proprietary Trading, Equities, Options, Electronic Trading, Derivatives, Trading Systems, Portfolio Management, Fixed Income, Investments, Financial Markets, Asset Management, Securities, Finance
Education
Indiana University Bloomington 1991 — 1996
BS Public Finance, SPEA - Minor in Economics
Narayan Balaji's UBS Experience January 2000 - September 2000
Job Senior Technical Architect
Industry Financial Services
Experience
CLS Group. January 2014 - Present
Bloomberg March 2012 - December 2013
Credit Suisse August 2009 - February 2012
Citigroup January 2005 - August 2009
JP Morgan January 2004 - December 2004
Tradeware July 2003 - December 2003
Citigroup March 2001 - July 2003
Primex January 2001 - March 2001
Anixter October 2000 - December 2000
UBS January 2000 - September 2000
Skills
Core Java, Swing, Objective-C, Android, Mobile Applications, Electronic Trading, Front Office, Front-end Development, Open Source, Messaging, Cash Trading, Program Trading, RIA, Index Arbitrage, Market Making, Agency Trading, Trading, Asset Management, Trading Systems, Derivatives, Fixed Income
Education
CQF 2008 — 2008
Quant
Indian Institute of Technology, Madras 1989 — 1991
M.Tech, Electrical and Electronics
CLS Group. January 2014 - Present
Bloomberg March 2012 - December 2013
Credit Suisse August 2009 - February 2012
Citigroup January 2005 - August 2009
JP Morgan January 2004 - December 2004
Tradeware July 2003 - December 2003
Citigroup March 2001 - July 2003
Primex January 2001 - March 2001
Anixter October 2000 - December 2000
UBS January 2000 - September 2000
Skills
Core Java, Swing, Objective-C, Android, Mobile Applications, Electronic Trading, Front Office, Front-end Development, Open Source, Messaging, Cash Trading, Program Trading, RIA, Index Arbitrage, Market Making, Agency Trading, Trading, Asset Management, Trading Systems, Derivatives, Fixed Income
Education
CQF 2008 — 2008
Quant
Indian Institute of Technology, Madras 1989 — 1991
M.Tech, Electrical and Electronics
John Gjeldum's UBS Experience July 2011 - August 2012
Job
Industry Consumer Electronics
Experience
Apple July 2014 - Present
Goldman Sachs September 2012 - July 2014
UBS July 2011 - August 2012
UBS Investment Bank June 2010 - August 2010
Skills
Mergers & Acquisitions, Microsoft Excel, Due Diligence, Investment Banking, Investments, Venture Capital, Business Valuation, Finance, Alternative Investments, Technology, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Strategic Financial...
Education
Indiana University - Kelley School of Business
Bachelor of Science
Apple July 2014 - Present
Goldman Sachs September 2012 - July 2014
UBS July 2011 - August 2012
UBS Investment Bank June 2010 - August 2010
Skills
Mergers & Acquisitions, Microsoft Excel, Due Diligence, Investment Banking, Investments, Venture Capital, Business Valuation, Finance, Alternative Investments, Technology, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Strategic Financial...
Education
Indiana University - Kelley School of Business
Bachelor of Science
Neil Mazer's UBS Experience October 2013 - Present
Job Associate Director Regulatory Attorney at UBS
Industry Financial Services
Experience
UBS October 2013 - Present
CME Group February 2012 - October 2013
CME Group January 2011 - February 2012
New York Mercantile Exchange December 2009 - January 2011
Robert Half Legal September 2009 - December 2009
Robert Half Legal September 2008 - August 2009
Scott Marshall Neuman, P.C. June 2007 - August 2007
Skills
Investigations, Depositions, Report Writing, Legal Research, Energy Trading, Team Leadership, Staff Training, Dodd-Frank, Financial Regulation, Lexis, Research, Document Review, Derivatives, Financial Markets, Capital Markets, Risk Management, Commodity Markets, Securities, Criminal Law, Trading, Private Investigations, Commodity, Corporate Law, Bankruptcy, Options, Securities Regulation
Education
Michigan State University College of Law 2005 — 2008
J.D., Law, Concentration in Corporate Law
Indiana University Bloomington 2001 — 2005
B.A., Political Science
UBS October 2013 - Present
CME Group February 2012 - October 2013
CME Group January 2011 - February 2012
New York Mercantile Exchange December 2009 - January 2011
Robert Half Legal September 2009 - December 2009
Robert Half Legal September 2008 - August 2009
Scott Marshall Neuman, P.C. June 2007 - August 2007
Skills
Investigations, Depositions, Report Writing, Legal Research, Energy Trading, Team Leadership, Staff Training, Dodd-Frank, Financial Regulation, Lexis, Research, Document Review, Derivatives, Financial Markets, Capital Markets, Risk Management, Commodity Markets, Securities, Criminal Law, Trading, Private Investigations, Commodity, Corporate Law, Bankruptcy, Options, Securities Regulation
Education
Michigan State University College of Law 2005 — 2008
J.D., Law, Concentration in Corporate Law
Indiana University Bloomington 2001 — 2005
B.A., Political Science
Vijay Gautam's UBS Experience 2007 - 2008
Job Investment Analyst
Industry Investment Management
Experience
Oklahoma State University August 2014 - Present
Fin-stream November 2011 - July 2014
JayPee Capital February 2010 - October 2011
KPMG 2008 - 2009
UBS 2007 - 2008
Morgan Stanley 2005 - 2007
ICICI Prudential 2004 - 2005
Infosys 1999 - 2002
Skills
Consultancy Services, Equity Research, Valuation, Equity Valuation, Investments, DCF, Industry Analysis, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Private Equity, Equities, Business Strategy, Investment Advisory, Management Consulting, Derivatives, Finance, Fixed Income, Risk Management, Business Analysis
Education
Indian Institute of Management, Bangalore 2002 — 2004
MBA, Finance & Strategy
Indian Institute of Technology, Kanpur 1995 — 1999
B. Tech., Mechanical Engineering
CFA Institute, USA
CFA
Oklahoma State University
Masters in Quantitative Finance, Quant Finance, 3.67/4.00
Oklahoma State University August 2014 - Present
Fin-stream November 2011 - July 2014
JayPee Capital February 2010 - October 2011
KPMG 2008 - 2009
UBS 2007 - 2008
Morgan Stanley 2005 - 2007
ICICI Prudential 2004 - 2005
Infosys 1999 - 2002
Skills
Consultancy Services, Equity Research, Valuation, Equity Valuation, Investments, DCF, Industry Analysis, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Private Equity, Equities, Business Strategy, Investment Advisory, Management Consulting, Derivatives, Finance, Fixed Income, Risk Management, Business Analysis
Education
Indian Institute of Management, Bangalore 2002 — 2004
MBA, Finance & Strategy
Indian Institute of Technology, Kanpur 1995 — 1999
B. Tech., Mechanical Engineering
CFA Institute, USA
CFA
Oklahoma State University
Masters in Quantitative Finance, Quant Finance, 3.67/4.00
Afroz Mohiuddin's UBS Experience 2011 - 2011
Job Software Engineer at Google
Industry Computer Software
Experience
Google July 2010 - Present
UBS 2011 - 2011
Lehman Brothers May 2008 - July 2008
Skills
Algorithms, C++, Data Structures, Java, C, MapReduce, Distributed Systems, Software Engineering, Linux, NLP
Education
Indian Institute of Technology, Kanpur 2005 — 2010
Master's and Bachelor's, Computer Science and Engineering
Google July 2010 - Present
UBS 2011 - 2011
Lehman Brothers May 2008 - July 2008
Skills
Algorithms, C++, Data Structures, Java, C, MapReduce, Distributed Systems, Software Engineering, Linux, NLP
Education
Indian Institute of Technology, Kanpur 2005 — 2010
Master's and Bachelor's, Computer Science and Engineering
Paul Daggy's UBS Experience August 2004 - March 2008
Job Executive Director Portfolio Manager at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management March 2008 - Present
UBS August 2004 - March 2008
DEUTSCHE BANK April 2002 - August 2004
UBS March 1999 - April 2002
W. J. NOLAN & COMPANY, INC September 1996 - March 1999
WEZF Radio 1992 - 1993
DDB Needham 1990 - 1992
Skills
Asset Management, Portfolio Management, Fixed Income, Securities, Investments, Bonds, Municipal Bonds, Derivatives, Structured Notes, High Yield Bonds, Trading, Capital Markets, Mutual Funds, Financial Services, Bloomberg, Wealth Management, Investment Strategies, Strategy, Series 7, Series 16, Series 24, Series 63, Series 53, Equities, Project Management, Strategic Planning, Management, Access, Trading Systems
Education
Seton Hall University 2000 — 2002
MBA
Indiana University Bloomington 1985 — 1989
BA
Western State Colorado University 1984 — 1985
Carmel High School
Morgan Stanley Investment Management March 2008 - Present
UBS August 2004 - March 2008
DEUTSCHE BANK April 2002 - August 2004
UBS March 1999 - April 2002
W. J. NOLAN & COMPANY, INC September 1996 - March 1999
WEZF Radio 1992 - 1993
DDB Needham 1990 - 1992
Skills
Asset Management, Portfolio Management, Fixed Income, Securities, Investments, Bonds, Municipal Bonds, Derivatives, Structured Notes, High Yield Bonds, Trading, Capital Markets, Mutual Funds, Financial Services, Bloomberg, Wealth Management, Investment Strategies, Strategy, Series 7, Series 16, Series 24, Series 63, Series 53, Equities, Project Management, Strategic Planning, Management, Access, Trading Systems
Education
Seton Hall University 2000 — 2002
MBA
Indiana University Bloomington 1985 — 1989
BA
Western State Colorado University 1984 — 1985
Carmel High School
Jacqueline Koustrup's UBS Experience November 2006 - May 2009
Job Vice President, HR IRI Worldwide (formerly SymphonyIRI)
Industry Human Resources
Experience
Confidential May 2009 - June 2010
UBS November 2006 - May 2009
Harris Bank July 2002 - November 2006
Harris Bank June 2001 - July 2002
Harris Bank July 1998 - June 2001
Harris Bank July 1989 - July 1998
Skills
Coaching, Succession Planning, Employee Relations, Performance Management, Mergers, Team Building, Process Improvement, Benefits Administration, Employee Engagement, Leadership, Mergers & Acquisitions, Talent Management
Education
Illinois Wesleyan University 1985 — 1989
Montini 1981 — 1985
HS Diploma
Confidential May 2009 - June 2010
UBS November 2006 - May 2009
Harris Bank July 2002 - November 2006
Harris Bank June 2001 - July 2002
Harris Bank July 1998 - June 2001
Harris Bank July 1989 - July 1998
Skills
Coaching, Succession Planning, Employee Relations, Performance Management, Mergers, Team Building, Process Improvement, Benefits Administration, Employee Engagement, Leadership, Mergers & Acquisitions, Talent Management
Education
Illinois Wesleyan University 1985 — 1989
Montini 1981 — 1985
HS Diploma
Mayur Rajdev's UBS Experience July 2007 - July 2010
Job Senior Director at Kony Inc
Industry Computer Software
Experience
Kony, Inc. October 2013 - Present
Kony Solutions January 2012 - September 2013
KONY Labs July 2010 - January 2012
UBS July 2007 - July 2010
Wipro Technologies June 2007 - July 2010
Check 'n Go June 2006 - June 2007
Virinchi Technologies 2004 - 2007
Virtusa 2002 - 2004
Skills
Software Project..., Project Management, Requirements Analysis, Business Analysis, Management, Pre-sales, Mobile Applications, Global Delivery, Agile Methodologies, Project Planning, CRM, SDLC, Solution Architecture
Education
Indian Institute of Technology, Delhi 1998 — 2002
Wynberg Allen School 1986 — 1996
Kony, Inc. October 2013 - Present
Kony Solutions January 2012 - September 2013
KONY Labs July 2010 - January 2012
UBS July 2007 - July 2010
Wipro Technologies June 2007 - July 2010
Check 'n Go June 2006 - June 2007
Virinchi Technologies 2004 - 2007
Virtusa 2002 - 2004
Skills
Software Project..., Project Management, Requirements Analysis, Business Analysis, Management, Pre-sales, Mobile Applications, Global Delivery, Agile Methodologies, Project Planning, CRM, SDLC, Solution Architecture
Education
Indian Institute of Technology, Delhi 1998 — 2002
Wynberg Allen School 1986 — 1996
Vincent Valerio's UBS Experience December 2007 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS December 2007 - Present
Ameriprise Financial Services, Inc. March 2003 - December 2007
Education
Indiana University of Pennsylvania 1998 — 2002
BS, Finance, Accounting
UBS December 2007 - Present
Ameriprise Financial Services, Inc. March 2003 - December 2007
Education
Indiana University of Pennsylvania 1998 — 2002
BS, Finance, Accounting
Heidi Flowers's UBS Experience February 2000 - February 2009
Job Operations Leader at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2010 - Present
Ameriprise Financial Services, Inc. February 2009 - April 2010
UBS February 2000 - February 2009
Wachovia Securities, LLC (formerly Prudential Securities) February 1998 - February 2000
Hilliard Lyons August 1996 - February 1998
Skills
Licensed Life & Health...
Education
Indiana University-Southeast 1987 — 1990
Accounting
Ameriprise Financial Services, Inc. February 2010 - Present
Ameriprise Financial Services, Inc. February 2009 - April 2010
UBS February 2000 - February 2009
Wachovia Securities, LLC (formerly Prudential Securities) February 1998 - February 2000
Hilliard Lyons August 1996 - February 1998
Skills
Licensed Life & Health...
Education
Indiana University-Southeast 1987 — 1990
Accounting
David A. Jaicomo's UBS Experience September 1999 - September 2003
Job Wealth Manager at Wolfram Capital Management Group
Industry Investment Management
Experience
Wolfrum Capital Management Group April 2014 - Present
RBC Wealth Management, Inc. January 2008 - April 2014
UBS September 1999 - September 2003
Smith Barney July 1993 - September 1999
Merrill Lynch January 1987 - July 1993
Skills
Investments, Retirement Planning, Portfolio Management, Investment Strategies, Equities, Investment Management, Finance, Wealth, Management, ETFs, Bonds, Small Business, Series 7, Wealth Management, Mutual Funds, Series 63, Financial Planning, Personal Finance, Financial Analysis, Strategic Planning
Education
Indiana University Bloomington 1979 — 1983
B.S, School of Public & Environmental Affairs
John Adams High School 1975 — 1979
High School Degree
Wolfrum Capital Management Group April 2014 - Present
RBC Wealth Management, Inc. January 2008 - April 2014
UBS September 1999 - September 2003
Smith Barney July 1993 - September 1999
Merrill Lynch January 1987 - July 1993
Skills
Investments, Retirement Planning, Portfolio Management, Investment Strategies, Equities, Investment Management, Finance, Wealth, Management, ETFs, Bonds, Small Business, Series 7, Wealth Management, Mutual Funds, Series 63, Financial Planning, Personal Finance, Financial Analysis, Strategic Planning
Education
Indiana University Bloomington 1979 — 1983
B.S, School of Public & Environmental Affairs
John Adams High School 1975 — 1979
High School Degree
Vaibhav Umale's UBS Experience January 2010 - December 2010
Job Oracle Database Administrator at Allegis Group
Industry Information Technology and Services
Experience
Allegis Group September 2015 - Present
Wells Fargo September 2013 - August 2015
Credit Suisse January 2013 - September 2013
Wells Fargo January 2011 - January 2013
UBS January 2010 - December 2010
Infosys March 2005 - December 2009
Pfizer 2006 - 2009
Infosys Technologies Ltd 2005 - 2009
Oracle March 2003 - February 2005
TATA INFOTECH LTD March 2001 - April 2003
Skills
Databases, ITIL, Proof of Concept, RMAN, SQL, Oracle, Performance Tuning, Oracle Applications, Database Administration, Linux, Data Migration, SQL Tuning, Data Guard, High Availability, PL/SQL, Unix
Education
Indian Institute of Technology, Bombay 1999 — 2001
M Tech
University of Pune
Bachelors of Engineering, Mechanical
Allegis Group September 2015 - Present
Wells Fargo September 2013 - August 2015
Credit Suisse January 2013 - September 2013
Wells Fargo January 2011 - January 2013
UBS January 2010 - December 2010
Infosys March 2005 - December 2009
Pfizer 2006 - 2009
Infosys Technologies Ltd 2005 - 2009
Oracle March 2003 - February 2005
TATA INFOTECH LTD March 2001 - April 2003
Skills
Databases, ITIL, Proof of Concept, RMAN, SQL, Oracle, Performance Tuning, Oracle Applications, Database Administration, Linux, Data Migration, SQL Tuning, Data Guard, High Availability, PL/SQL, Unix
Education
Indian Institute of Technology, Bombay 1999 — 2001
M Tech
University of Pune
Bachelors of Engineering, Mechanical
Ketan Nayak's UBS Experience June 2012 - August 2012
Job Product Manager at Applied Predictive Technologies
Industry Internet
Experience
Applied Predictive Technologies September 2015 - Present
Applied Predictive Technologies August 2013 - August 2015
MIT Sloan School of Management September 2011 - August 2013
Optimae February 2013 - July 2013
UBS June 2012 - August 2012
Northwestern University May 2010 - July 2010
General Electric May 2009 - July 2009
Centre for Product Design and Manufacturing, Indian Institute of Science May 2008 - July 2008
Skills
Product Management, Business Analytics, Predictive Modeling, Optimization, R, Data Analysis, Analytics, Statistics, Business Strategy, Business Analysis, Strategy
Education
Massachusetts Institute of Technology 2011 — 2013
Master's Degree, Computation for Design and Optimization, 4.8 out of 5
Indian Institute of Technology, Madras 2006 — 2011
Bachelor's Degree, Mechanical Engineering and Product Design (Minor in Operations Research), 9.6 out of 10
Applied Predictive Technologies September 2015 - Present
Applied Predictive Technologies August 2013 - August 2015
MIT Sloan School of Management September 2011 - August 2013
Optimae February 2013 - July 2013
UBS June 2012 - August 2012
Northwestern University May 2010 - July 2010
General Electric May 2009 - July 2009
Centre for Product Design and Manufacturing, Indian Institute of Science May 2008 - July 2008
Skills
Product Management, Business Analytics, Predictive Modeling, Optimization, R, Data Analysis, Analytics, Statistics, Business Strategy, Business Analysis, Strategy
Education
Massachusetts Institute of Technology 2011 — 2013
Master's Degree, Computation for Design and Optimization, 4.8 out of 5
Indian Institute of Technology, Madras 2006 — 2011
Bachelor's Degree, Mechanical Engineering and Product Design (Minor in Operations Research), 9.6 out of 10
Deepak Gurjar's UBS Experience February 2006 - April 2006
Job
Industry
Experience
Citi May 2006 - Present
UBS February 2006 - April 2006
Smarstream/Glotech January 2000 - January 2006
CyberTech Systems & Software Ltd. August 1997 - October 1999
Skills
Fixed Income, Databases, Business Analysis, Program Management, Project Management, Financial Services, Equities, Budgets, Vendor Management, Analysis, Risk Management, SDLC, SQL, Strategic Planning
Education
Indian Institute of Technology, Bombay
Master of Technology (M.Tech.), Industrial Management
University of Mumbai
Bachelor of Engineering (B.E.), Production Engineering
Citi May 2006 - Present
UBS February 2006 - April 2006
Smarstream/Glotech January 2000 - January 2006
CyberTech Systems & Software Ltd. August 1997 - October 1999
Skills
Fixed Income, Databases, Business Analysis, Program Management, Project Management, Financial Services, Equities, Budgets, Vendor Management, Analysis, Risk Management, SDLC, SQL, Strategic Planning
Education
Indian Institute of Technology, Bombay
Master of Technology (M.Tech.), Industrial Management
University of Mumbai
Bachelor of Engineering (B.E.), Production Engineering
Christina Glantz's UBS Experience December 2014 - Present
Job Wealth Management Recruiter, UBS Americas
Industry Banking
Experience
UBS December 2014 - Present
Linium Resources August 2014 - December 2014
Robert Half International May 2012 - July 2014
Sealed Air Corporation 2009 - 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Java, HTML, Research, Social Media, Windows, Human Resources, Talent Management, Recruiting, Sales, Outlook, Teamwork, Interviews, Project Management, Budgets, Social Networking, Time Management, Management, Employee Relations, Data Analysis, Access, Leadership, Event Planning, Customer Service, Strategic Planning, Team Leadership, Public Speaking, Negotiation
Education
Immaculata University 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance, Business Administration, Management and Operations
Nazareth Area High School 2004 — 2007
UBS December 2014 - Present
Linium Resources August 2014 - December 2014
Robert Half International May 2012 - July 2014
Sealed Air Corporation 2009 - 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Java, HTML, Research, Social Media, Windows, Human Resources, Talent Management, Recruiting, Sales, Outlook, Teamwork, Interviews, Project Management, Budgets, Social Networking, Time Management, Management, Employee Relations, Data Analysis, Access, Leadership, Event Planning, Customer Service, Strategic Planning, Team Leadership, Public Speaking, Negotiation
Education
Immaculata University 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance, Business Administration, Management and Operations
Nazareth Area High School 2004 — 2007
James R. Blackwell's UBS Experience January 2003 - March 2009
Job Managing Partner , Blackwell Advisory Group
Industry Management Consulting
Experience
Blackwell Advisors and Consulting April 2009 - Present
UBS January 2003 - March 2009
PricewaterhouseCoopers March 1998 - January 2003
Group Lotus plc April 1987 - March 1998
Cummins Inc. May 1978 - March 1988
Skills
Business Development, Business Strategy, Strategic Planning, Sales, Marketing, Entrepreneurship, Investments, Marketing Strategy, Strategy, Mergers & Acquisitions, Finance, Leadership, Management, Enterprise Software, Financial Planning, Consulting
Education
Indiana University - Kelley School of Business 1973 — 1978
Business Administration and Management, General
Indiana University Bloomington
Blackwell Advisors and Consulting April 2009 - Present
UBS January 2003 - March 2009
PricewaterhouseCoopers March 1998 - January 2003
Group Lotus plc April 1987 - March 1998
Cummins Inc. May 1978 - March 1988
Skills
Business Development, Business Strategy, Strategic Planning, Sales, Marketing, Entrepreneurship, Investments, Marketing Strategy, Strategy, Mergers & Acquisitions, Finance, Leadership, Management, Enterprise Software, Financial Planning, Consulting
Education
Indiana University - Kelley School of Business 1973 — 1978
Business Administration and Management, General
Indiana University Bloomington
August Boeglin's UBS Experience June 2011 - August 2011
Job Medical Student at Indiana University School of Medicine
Industry Medical Practice
Experience
UBS June 2011 - August 2011
BASF 2010 - 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Cpr Certified, Public Speaking, Medical Terminology, Healthcare, Teamwork, Medicine, English, Data Entry, Social Media, Windows, Time Management, Research
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (B.S.), Biology, General
UBS June 2011 - August 2011
BASF 2010 - 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Cpr Certified, Public Speaking, Medical Terminology, Healthcare, Teamwork, Medicine, English, Data Entry, Social Media, Windows, Time Management, Research
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (B.S.), Biology, General
Mark Mullet's UBS Experience August 1994 - December 2001
Job Owner, Zeeks Pizza and Ben and Jerry's Ice Cream
Industry Restaurants
Experience
Zeeks Pizza and Ben and Jerry's Ice Cream June 2009 - Present
Issaquah City Council 2009 - Present
Bank of America January 2002 - April 2007
UBS August 1994 - December 2001
Education
University of Washington 2007 — 2008
Master's degree, Public Affairs
Indiana University Bloomington 1992 — 1994
Bachelor's degree, Finance, General
Zeeks Pizza and Ben and Jerry's Ice Cream June 2009 - Present
Issaquah City Council 2009 - Present
Bank of America January 2002 - April 2007
UBS August 1994 - December 2001
Education
University of Washington 2007 — 2008
Master's degree, Public Affairs
Indiana University Bloomington 1992 — 1994
Bachelor's degree, Finance, General
Ross Isdaner's UBS Experience May 2011 - August 2012
Job Inventory Control Analyst at Meijer
Industry Retail
Experience
Meijer May 2015 - Present
UpTo May 2013 - January 2015
UBS May 2011 - August 2012
Wexford Capital July 2010 - August 2010
Skills
Financial Modeling, Bloomberg Terminal, Investments, Microsoft Excel, Financial Analysis, PowerPoint, Access, Microsoft Office, Microsoft Word, Data Analysis, Public Speaking, Analysis, Research, Outlook, R, Market Research, Statistics, Spanish, Leadership, Social Media
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science in Business, Finance, Tech Management, 3.76
Meijer May 2015 - Present
UpTo May 2013 - January 2015
UBS May 2011 - August 2012
Wexford Capital July 2010 - August 2010
Skills
Financial Modeling, Bloomberg Terminal, Investments, Microsoft Excel, Financial Analysis, PowerPoint, Access, Microsoft Office, Microsoft Word, Data Analysis, Public Speaking, Analysis, Research, Outlook, R, Market Research, Statistics, Spanish, Leadership, Social Media
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science in Business, Finance, Tech Management, 3.76
Scott Minton's UBS Experience July 2003 - April 2009
Job Financial Consultant at Investment Professionals, Inc.
Industry Financial Services
Experience
First Financial Bank NA May 2009 - Present
UBS July 2003 - April 2009
Skills
Retirement, Retirement Planning, Mortgage Lending, Portfolio Management, Employee Benefits, Estate Planning, Wealth Management, Life Insurance, Financial Services, Insurance, Financial Analysis, Strategic Financial..., Investments, Strategic Planning, Fixed Annuities, Risk Management, Asset Management, Underwriting, Loans, Finance, Cash Management, Mergers & Acquisitions, Commercial Banking, Executive Management, Commercial Mortgages, Series 63, Financial Advisory, Real Estate, Credit Analysis, Leadership, Refinance, Commercial Lending, Mutual Funds, Financial Reporting, Small Business, Series 6, Banking, Accounting, Small Business Lending, Training, Series 24, Process Improvement, Income Tax, Term Life Insurance, Budgets, Credit, Disability Insurance, Financial Modeling, Business Development, Due Diligence
Education
Indiana State University 1987 — 1991
Bachelor of Science (BS), Manufacturing Technology
First Financial Bank NA May 2009 - Present
UBS July 2003 - April 2009
Skills
Retirement, Retirement Planning, Mortgage Lending, Portfolio Management, Employee Benefits, Estate Planning, Wealth Management, Life Insurance, Financial Services, Insurance, Financial Analysis, Strategic Financial..., Investments, Strategic Planning, Fixed Annuities, Risk Management, Asset Management, Underwriting, Loans, Finance, Cash Management, Mergers & Acquisitions, Commercial Banking, Executive Management, Commercial Mortgages, Series 63, Financial Advisory, Real Estate, Credit Analysis, Leadership, Refinance, Commercial Lending, Mutual Funds, Financial Reporting, Small Business, Series 6, Banking, Accounting, Small Business Lending, Training, Series 24, Process Improvement, Income Tax, Term Life Insurance, Budgets, Credit, Disability Insurance, Financial Modeling, Business Development, Due Diligence
Education
Indiana State University 1987 — 1991
Bachelor of Science (BS), Manufacturing Technology
Sucheta Virmani's UBS Experience April 2006 - June 2011
Job Associate Director at UBS
Industry Financial Services
Experience
UBS April 2006 - June 2011
Ebusinessware Inc. 2003 - 2004
Education
Indian Institute of Technology, Roorkee 1997 — 1999
M.Phil, Computer Applications
Indian Institute of Technology, Roorkee 1995 — 1997
Masters, Applied Mathematics
Kendriya Vidyalaya
UBS April 2006 - June 2011
Ebusinessware Inc. 2003 - 2004
Education
Indian Institute of Technology, Roorkee 1997 — 1999
M.Phil, Computer Applications
Indian Institute of Technology, Roorkee 1995 — 1997
Masters, Applied Mathematics
Kendriya Vidyalaya
Mohit Gogia's UBS Experience July 2007 - August 2011
Job Investment Banking Associate at Barclays
Industry Financial Services
Experience
Barclays January 2015 - Present
Lazard August 2013 - December 2014
Barclays Capital June 2012 - August 2012
UBS July 2007 - August 2011
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Corporate Finance, Equities, Fixed Income, Financial Analysis, Derivatives, Investments, Portfolio Management, Emerging Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
MBA, Finance
Indian Institute of Technology, Bombay 2003 — 2007
BTech, Computer Science
Barclays January 2015 - Present
Lazard August 2013 - December 2014
Barclays Capital June 2012 - August 2012
UBS July 2007 - August 2011
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Corporate Finance, Equities, Fixed Income, Financial Analysis, Derivatives, Investments, Portfolio Management, Emerging Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
MBA, Finance
Indian Institute of Technology, Bombay 2003 — 2007
BTech, Computer Science
Karna Chokshi's UBS Experience May 2009 - July 2009
Job MBA Candidate(2016) at Graduate School of Business, Stanford University
Industry Consumer Goods
Experience
Farmhill June 2015 - August 2015
ITC Limited October 2011 - April 2014
ITC Limited June 2010 - October 2011
UBS May 2009 - July 2009
Troyka Med May 2008 - July 2008
Skills
Six Sigma, Consumer Products, Analytics, Project Management, Team Management, Technological Innovation, Operations Management, Process Engineering, Java, Lean Manufacturing, Strategic Planning, Business Strategy, Process Automation, Capital Budgeting, Process Improvement, AutoCAD, Electrical Engineering, Competitive Analysis
Education
Stanford University
Stanford University
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Indian Institute of Technology, Delhi 2006 — 2010
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Bharatiya Vidya Bhavans, V M Pulic School 2001 — 2006
High School Graduation, Science, 94.4%
Farmhill June 2015 - August 2015
ITC Limited October 2011 - April 2014
ITC Limited June 2010 - October 2011
UBS May 2009 - July 2009
Troyka Med May 2008 - July 2008
Skills
Six Sigma, Consumer Products, Analytics, Project Management, Team Management, Technological Innovation, Operations Management, Process Engineering, Java, Lean Manufacturing, Strategic Planning, Business Strategy, Process Automation, Capital Budgeting, Process Improvement, AutoCAD, Electrical Engineering, Competitive Analysis
Education
Stanford University
Stanford University
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Indian Institute of Technology, Delhi 2006 — 2010
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Bharatiya Vidya Bhavans, V M Pulic School 2001 — 2006
High School Graduation, Science, 94.4%
Jyothi Thondepu's UBS Experience July 2008 - April 2011
Job Algorithmic Trading Strategist at Knight Capital Group
Industry Financial Services
Experience
Knight Capital Group July 2011 - Present
UBS July 2008 - April 2011
Education
Indian Institute of Technology, Delhi 2003 — 2008
Integrated Masters, Mathematics and Computing
Knight Capital Group July 2011 - Present
UBS July 2008 - April 2011
Education
Indian Institute of Technology, Delhi 2003 — 2008
Integrated Masters, Mathematics and Computing
Deron Coleman's UBS Experience August 2012 - Present
Job Complex Administrative Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS August 2012 - Present
UBS January 2006 - August 2012
National Securities May 2002 - December 2005
Education
Indiana University Bloomington 1989 — 1994
Bachelor of Arts (B.A.), Political Science and Economics
UBS August 2012 - Present
UBS January 2006 - August 2012
National Securities May 2002 - December 2005
Education
Indiana University Bloomington 1989 — 1994
Bachelor of Arts (B.A.), Political Science and Economics
Sri Ramasubban's UBS Experience 2003 - 2006
Job
Industry Financial Services
Nishant Bhattarai's UBS Experience August 2007 - May 2008
Job Private Banking, First National Bank
Industry Banking
Experience
First National Bank October 2013 - Present
PNC Wealth Management September 2012 - September 2013
PNC August 2010 - September 2012
PNC March 2009 - August 2010
UBS August 2007 - May 2008
Skills
Private Banking, Asset Management, Portfolio Management, Equities, Wealth Planning, Securities, Mutual Funds, Investment Management, Asset Allocation, Wealth Management
Education
Indiana University of Pennsylvania 2004 — 2007
MBA, Marketing
Kathmandu College of Management 2001 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
First National Bank October 2013 - Present
PNC Wealth Management September 2012 - September 2013
PNC August 2010 - September 2012
PNC March 2009 - August 2010
UBS August 2007 - May 2008
Skills
Private Banking, Asset Management, Portfolio Management, Equities, Wealth Planning, Securities, Mutual Funds, Investment Management, Asset Allocation, Wealth Management
Education
Indiana University of Pennsylvania 2004 — 2007
MBA, Marketing
Kathmandu College of Management 2001 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Diego Arteaga's UBS Experience 2010 - 2011
Job Senior Loan Officer at Bank of America
Industry Food & Beverages
Experience
Bank of America 2014 - Present
Self-employed January 2011 - 2015
Flagstar Bank 2011 - 2014
UBS 2010 - 2011
Skills
Sales, Retail
Education
Indiana University Bloomington 2006 — 2010
Bachelor of Science (BS), Finance and Economics
Universidad de Los Andes 2004 — 2006
Bank of America 2014 - Present
Self-employed January 2011 - 2015
Flagstar Bank 2011 - 2014
UBS 2010 - 2011
Skills
Sales, Retail
Education
Indiana University Bloomington 2006 — 2010
Bachelor of Science (BS), Finance and Economics
Universidad de Los Andes 2004 — 2006
Denise Thornburgh's UBS Experience 2006 - 2009
Job Associate at Caissa Wealth
Industry Investment Management
Experience
Caissa Wealth Strategies September 2012 - Present
Morgan Stanley 2009 - 2012
UBS 2006 - 2009
Education
Indiana University Bloomington
Caissa Wealth Strategies September 2012 - Present
Morgan Stanley 2009 - 2012
UBS 2006 - 2009
Education
Indiana University Bloomington
Brett W. Hinton's UBS Experience 2005 - 2006
Job Director, THL Credit
Industry Investment Management
Experience
THL Credit, Inc. April 2015 - Present
Fortress Group, Inc. March 2009 - April 2015
InterContinental Hotels Group (IHG) 2008 - 2009
Genesis Capital, LLC 2006 - 2008
UBS 2005 - 2006
Education
Indiana University Bloomington
Bachelor's degree, Economics
THL Credit, Inc. April 2015 - Present
Fortress Group, Inc. March 2009 - April 2015
InterContinental Hotels Group (IHG) 2008 - 2009
Genesis Capital, LLC 2006 - 2008
UBS 2005 - 2006
Education
Indiana University Bloomington
Bachelor's degree, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.