UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
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UBS Employees
Employee
Years
Job
Industry
Andreas Oikonomou Andreas Oikonomou's UBS Experience June 2013 - August 2013
Job Equity Trader
Industry Financial Services
Experience
Integra Capital, A Division of T3 Trading Group September 2015 - Present
UGI Utilities, Inc. September 2014 - August 2015
UBS June 2013 - August 2013
Unifrutti of America, Inc June 2010 - July 2011
Skills
Chemical Engineering, Data Analysis, Natural Gas, Equity Trading, Microsoft Office, Equities, Matlab, Microsoft Excel, PowerPoint, Process Optimization, Teamwork, Microsoft Word, Aspen Plus, MathCAD, Economics, Research, HPLC, Bloomberg, Bloomberg Terminal, Analytical Chemistry, Process Simulation, Process Engineering, Chemistry, Gas Pipelines, Materials, Standards for Natural..., Public Speaking, Analysis, Leadership
Education
Villanova University 2010 — 2014
Bachelor of Engineering (B.E.), Chemical Engineering, Senior
International Baccalaureate 2008 — 2010
High School
Athens/Psychico College 1997 — 2010
Integra Capital, A Division of T3 Trading Group September 2015 - Present
UGI Utilities, Inc. September 2014 - August 2015
UBS June 2013 - August 2013
Unifrutti of America, Inc June 2010 - July 2011
Skills
Chemical Engineering, Data Analysis, Natural Gas, Equity Trading, Microsoft Office, Equities, Matlab, Microsoft Excel, PowerPoint, Process Optimization, Teamwork, Microsoft Word, Aspen Plus, MathCAD, Economics, Research, HPLC, Bloomberg, Bloomberg Terminal, Analytical Chemistry, Process Simulation, Process Engineering, Chemistry, Gas Pipelines, Materials, Standards for Natural..., Public Speaking, Analysis, Leadership
Education
Villanova University 2010 — 2014
Bachelor of Engineering (B.E.), Chemical Engineering, Senior
International Baccalaureate 2008 — 2010
High School
Athens/Psychico College 1997 — 2010
Silvania Vargas MBA Silvania Vargas MBA's UBS Experience January 2009 - May 2009
Job Senior Clerk at Montefiore Medical Center
Industry Hospital & Health Care
Experience
Montefiore Medical Center September 2012 - Present
JP Morgan Chase November 2008 - September 2012
UBS January 2009 - May 2009
Skills
Financial Analysis, Financial Modeling, Investments, Strategic Financial..., Portfolio Management, Finance, Banking, Credit, Valuation, Asset Managment, Morningstar, Fixed Income, Risk Management
Education
Iona College 2010 — 2012
Master of Business Administration (MBA), Information System and Health Care Administration
Iona College 2006 — 2009
Bachelor of Business Administration (BBA), Finance
Montefiore Medical Center September 2012 - Present
JP Morgan Chase November 2008 - September 2012
UBS January 2009 - May 2009
Skills
Financial Analysis, Financial Modeling, Investments, Strategic Financial..., Portfolio Management, Finance, Banking, Credit, Valuation, Asset Managment, Morningstar, Fixed Income, Risk Management
Education
Iona College 2010 — 2012
Master of Business Administration (MBA), Information System and Health Care Administration
Iona College 2006 — 2009
Bachelor of Business Administration (BBA), Finance
Jason Wiener Jason Wiener's UBS Experience September 2012 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS September 2012 - Present
UBS March 2009 - September 2012
UBS April 2006 - March 2009
Wiener, Goodman & Company P.C. December 1996 - April 2006
Ernst & Young September 1993 - December 1996
Skills
Treasury Management, Analysis, Financial Services, Treasury, Fixed Income, Investment Banking, Auditing, Derivatives, Hedge Funds, Equities
Education
Ithaca College 1989 — 1993
Bachelor of Science - Cum Laude, Accounting
UBS September 2012 - Present
UBS March 2009 - September 2012
UBS April 2006 - March 2009
Wiener, Goodman & Company P.C. December 1996 - April 2006
Ernst & Young September 1993 - December 1996
Skills
Treasury Management, Analysis, Financial Services, Treasury, Fixed Income, Investment Banking, Auditing, Derivatives, Hedge Funds, Equities
Education
Ithaca College 1989 — 1993
Bachelor of Science - Cum Laude, Accounting
Damion Arenas (CISSP) Damion Arenas (CISSP)'s UBS Experience June 2007 - August 2011
Job Data Loss Prevention Manager at PwC
Industry Financial Services
Experience
PwC October 2013 - Present
Deloitte & Touche August 2011 - October 2013
UBS June 2007 - August 2011
ITT Technical Institute February 2006 - June 2007
US Navy January 2001 - January 2005
Skills
Disaster Recovery, Computer Security, Information Security..., Information Security, Security, Business Continuity, SDLC, Risk Management, Network Security, Active Directory, Project Management, Windows Server, Financial Services, Virtualization, Banking, Firewalls, Servers, Management, Software Documentation, Financial Reporting, Vulnerability Assessment, IT Strategy, CISSP, Enterprise Architecture, ITIL, System Administration, Integration, Data Center, ISO 27001, IT Management, CEH, Vulnerability Management, Data Security, Security Awareness, Windows XP, Troubleshooting, Business Continuity..., Security Policy
Education
ITT Technical Institute 2005 — 2007
BS, Information System Security
ITT Technical Institute-Tampa 2005 — 2007
Bachelor's degree, Computer and Information Systems Security/Information Assurance
PwC October 2013 - Present
Deloitte & Touche August 2011 - October 2013
UBS June 2007 - August 2011
ITT Technical Institute February 2006 - June 2007
US Navy January 2001 - January 2005
Skills
Disaster Recovery, Computer Security, Information Security..., Information Security, Security, Business Continuity, SDLC, Risk Management, Network Security, Active Directory, Project Management, Windows Server, Financial Services, Virtualization, Banking, Firewalls, Servers, Management, Software Documentation, Financial Reporting, Vulnerability Assessment, IT Strategy, CISSP, Enterprise Architecture, ITIL, System Administration, Integration, Data Center, ISO 27001, IT Management, CEH, Vulnerability Management, Data Security, Security Awareness, Windows XP, Troubleshooting, Business Continuity..., Security Policy
Education
ITT Technical Institute 2005 — 2007
BS, Information System Security
ITT Technical Institute-Tampa 2005 — 2007
Bachelor's degree, Computer and Information Systems Security/Information Assurance
Jeff Ditsworth, CLU, ChFC Jeff Ditsworth, CLU, ChFC's UBS Experience January 2001 - January 2003
Job Sales Vice President at North American Company for Life and Health Insurance
Industry Financial Services
Experience
North American Company for Life and Health Insurance May 2014 - Present
Ash Brokerage April 2013 - May 2014
Aviva USA April 2012 - April 2013
AXA Equitable July 2005 - April 2012
Principal Financial Group January 2003 - July 2005
UBS January 2001 - January 2003
H & R Block FInancial Advisors June 1999 - December 2000
Skills
Insurance, Estate Planning, Series 7, Business Planning, Strategic Planning, Marketing Strategy, Strategic Financial..., Risk Management, Term Life Insurance, Retirement, Retirement Planning, Universal Life, Disability Insurance, Charitable Remainder..., Charitable Gift Planning, Charitable Trusts, Life Insurance, Long-term Care, Brokers, Variable Annuities, 401k, Long Term Care Insurance, Fixed Annuities, IRAs, Strategy, Mutual Funds, Financial Advisory, Whole Life, Underwriting, Financial Services, Investments, Wealth Management, Financial Planners, Asset Allocation, Employee Benefits, FINRA, 401k Rollovers, Finance, Investment Advisory, Roth IRA, Securities, Wealth Accumulation, Wealth, Relationship Management
Education
Iowa State University 1996 — 2000
BA, Finance, Transportation and Logistics
The American College 2003 — 2004
Chartered Financial Consultant
The American College 2003 — 2004
Chartered Life Underwriter
North American Company for Life and Health Insurance May 2014 - Present
Ash Brokerage April 2013 - May 2014
Aviva USA April 2012 - April 2013
AXA Equitable July 2005 - April 2012
Principal Financial Group January 2003 - July 2005
UBS January 2001 - January 2003
H & R Block FInancial Advisors June 1999 - December 2000
Skills
Insurance, Estate Planning, Series 7, Business Planning, Strategic Planning, Marketing Strategy, Strategic Financial..., Risk Management, Term Life Insurance, Retirement, Retirement Planning, Universal Life, Disability Insurance, Charitable Remainder..., Charitable Gift Planning, Charitable Trusts, Life Insurance, Long-term Care, Brokers, Variable Annuities, 401k, Long Term Care Insurance, Fixed Annuities, IRAs, Strategy, Mutual Funds, Financial Advisory, Whole Life, Underwriting, Financial Services, Investments, Wealth Management, Financial Planners, Asset Allocation, Employee Benefits, FINRA, 401k Rollovers, Finance, Investment Advisory, Roth IRA, Securities, Wealth Accumulation, Wealth, Relationship Management
Education
Iowa State University 1996 — 2000
BA, Finance, Transportation and Logistics
The American College 2003 — 2004
Chartered Financial Consultant
The American College 2003 — 2004
Chartered Life Underwriter
Raul Morineau Raul Morineau's UBS Experience May 2008 - Present
Job Head of Latin America Tax
Industry Financial Services
Experience
UBS May 2008 - Present
PwC October 2006 - April 2008
Citibank May 2000 - August 2006
KPMG May 1996 - May 2000
Skills
International Tax, Transfer Pricing, Tax, Corporate Tax, Tax Law, Financial Analysis, Accounting, Tax Advisory, Financial Reporting, Income Tax, Cross-border..., Due Diligence, Tax Accounting, Financial Accounting, Análisis financiero, Impuestos, Contabilidad tributaria, Derecho tributario, Impuesto sobre..., Impuestos..., Contabilidad, Diligencia debida, Informes financieros, Impuesto sobre la renta, Asesoría fiscal, Contabilidad financiera
Education
Instituto Tecnológico Autónomo de México 2007 — 2008
Especialidad, Impuestos Internacionales
Universidad La Salle, A.C. 1993 — 1998
Licenciatura, Contador Publico
UBS May 2008 - Present
PwC October 2006 - April 2008
Citibank May 2000 - August 2006
KPMG May 1996 - May 2000
Skills
International Tax, Transfer Pricing, Tax, Corporate Tax, Tax Law, Financial Analysis, Accounting, Tax Advisory, Financial Reporting, Income Tax, Cross-border..., Due Diligence, Tax Accounting, Financial Accounting, Análisis financiero, Impuestos, Contabilidad tributaria, Derecho tributario, Impuesto sobre..., Impuestos..., Contabilidad, Diligencia debida, Informes financieros, Impuesto sobre la renta, Asesoría fiscal, Contabilidad financiera
Education
Instituto Tecnológico Autónomo de México 2007 — 2008
Especialidad, Impuestos Internacionales
Universidad La Salle, A.C. 1993 — 1998
Licenciatura, Contador Publico
Zachary Reilly Zachary Reilly's UBS Experience May 2015 - Present
Job Network Analyst I at UBS
Industry Mental Health Care
Experience
UBS May 2015 - Present
TEKsystems March 2015 - May 2015
Tennessee State Veteran's Home June 2014 - September 2014
Acuative November 2013 - May 2014
Aeneas Internet&Telephone May 2012 - November 2013
Best Buy September 2005 - March 2012
Skills
VoIP, LAN-WAN, Disaster Recovery, Active Directory, Windows 7, Windows, Penetration Testing, Cisco IOS, TCP/IP, Photoshop, Digital Photography, Lightroom, E-on Vue, Data Forensics, Stenography, Virtualization, Data Recovery, Deep Packet Inspection, Network Security, Network Administration, Networking, System Administration, Troubleshooting, Information Assurance
Education
Jackson State Community College 2010 — 2014
Information Assurance, Network, System, and Corporate Security, Still pending
from 5th grade on up through High School
UBS May 2015 - Present
TEKsystems March 2015 - May 2015
Tennessee State Veteran's Home June 2014 - September 2014
Acuative November 2013 - May 2014
Aeneas Internet&Telephone May 2012 - November 2013
Best Buy September 2005 - March 2012
Skills
VoIP, LAN-WAN, Disaster Recovery, Active Directory, Windows 7, Windows, Penetration Testing, Cisco IOS, TCP/IP, Photoshop, Digital Photography, Lightroom, E-on Vue, Data Forensics, Stenography, Virtualization, Data Recovery, Deep Packet Inspection, Network Security, Network Administration, Networking, System Administration, Troubleshooting, Information Assurance
Education
Jackson State Community College 2010 — 2014
Information Assurance, Network, System, and Corporate Security, Still pending
from 5th grade on up through High School
Steven Mullaney, CPWA, CIMA Steven Mullaney, CPWA, CIMA's UBS Experience March 2003 - June 2006
Job Experienced VP of Sales, Financial Services
Industry Financial Services
Experience
Nationwide Insurance March 2013 - March 2014
Lighthouse Capital Corporation April 2011 - January 2012
RS Funds August 2008 - May 2009
John Hancock Life Insurance Company (U.S.A.) June 2006 - July 2008
UBS March 2003 - June 2006
UBS November 1999 - March 2003
Skills
Mutual Funds, Asset Allocation, Wealth Management, Investment Strategies, Portfolio Management, Financial Advisory, Series 6, Sales, Sales Process, Wealth, Series 7, Series 63, Securities, Investments, Retirement Planning, Asset Management, Fixed Income
Education
Ithaca College 1988 — 1993
B.S., Business Administration, Business Management
Nationwide Insurance March 2013 - March 2014
Lighthouse Capital Corporation April 2011 - January 2012
RS Funds August 2008 - May 2009
John Hancock Life Insurance Company (U.S.A.) June 2006 - July 2008
UBS March 2003 - June 2006
UBS November 1999 - March 2003
Skills
Mutual Funds, Asset Allocation, Wealth Management, Investment Strategies, Portfolio Management, Financial Advisory, Series 6, Sales, Sales Process, Wealth, Series 7, Series 63, Securities, Investments, Retirement Planning, Asset Management, Fixed Income
Education
Ithaca College 1988 — 1993
B.S., Business Administration, Business Management
Gail Cunningham Gail Cunningham's UBS Experience July 2000 - July 2007
Job QA /Productivity Specialist at Praxair
Industry Electrical/Electronic Manufacturing
Experience
Praxair December 2011 - Present
CES Inc. July 2007 - December 2011
Affair On Eighth Bar/Restaurant January 2010 - May 2011
UBS July 2000 - July 2007
Skills
Microsoft Office, Project Management, Technical Support, Sales, Customer Service, Training, Customer Satisfaction
Education
Institute of Technology, Sligo 1996 — 1998
associates, computer science
Praxair December 2011 - Present
CES Inc. July 2007 - December 2011
Affair On Eighth Bar/Restaurant January 2010 - May 2011
UBS July 2000 - July 2007
Skills
Microsoft Office, Project Management, Technical Support, Sales, Customer Service, Training, Customer Satisfaction
Education
Institute of Technology, Sligo 1996 — 1998
associates, computer science
Jason Logan Jason Logan's UBS Experience June 2006 - January 2012
Job International Tax and Compensation Coordinator at Weichert Workforce Mobility
Industry Financial Services
Experience
Weichert Workforce Mobility January 2012 - Present
Hazardous Music 2005 - Present
UBS June 2006 - January 2012
HK Truck Services January 2005 - January 2006
Skills
Payroll, Accounting, Training, Management, ADP Payroll, Account Reconciliation, Deferred Compensation, Analysis, Finance, Tax, Research, Music, Access, Auditing, Human Resources
Education
New Jersey City University 2006 — 2010
B.S, Business Administration; Accounting
Institute of Audio Research 2000 — 2001
Certificate, Recording Engineering and Production
Weichert Workforce Mobility January 2012 - Present
Hazardous Music 2005 - Present
UBS June 2006 - January 2012
HK Truck Services January 2005 - January 2006
Skills
Payroll, Accounting, Training, Management, ADP Payroll, Account Reconciliation, Deferred Compensation, Analysis, Finance, Tax, Research, Music, Access, Auditing, Human Resources
Education
New Jersey City University 2006 — 2010
B.S, Business Administration; Accounting
Institute of Audio Research 2000 — 2001
Certificate, Recording Engineering and Production
David A. Lieberman David A. Lieberman's UBS Experience 2006 - 2011
Job National Sales Manager, Wealth Management Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - January 2015
UBS Wealth Management August 2011 - July 2013
UBS 2006 - 2011
UBS 2005 - 2006
Merrill Lynch 2003 - 2005
Merrill Lynch 2000 - 2003
Merrill Lynch 1998 - 2000
Merrill Lynch 1991 - 1998
Skills
FINRA 7,9,10,24,63,65,66, Certified Investment..., Life Insurance, Asset Management, Financial Services, IRA, Leadership, Financial Planning, Annuities, Defined Contribution, Retirement Income...
Education
Ithaca College 1982 — 1986
Bachelor's degree, Business Management
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - January 2015
UBS Wealth Management August 2011 - July 2013
UBS 2006 - 2011
UBS 2005 - 2006
Merrill Lynch 2003 - 2005
Merrill Lynch 2000 - 2003
Merrill Lynch 1998 - 2000
Merrill Lynch 1991 - 1998
Skills
FINRA 7,9,10,24,63,65,66, Certified Investment..., Life Insurance, Asset Management, Financial Services, IRA, Leadership, Financial Planning, Annuities, Defined Contribution, Retirement Income...
Education
Ithaca College 1982 — 1986
Bachelor's degree, Business Management
Liam McElroy Liam McElroy's UBS Experience IT AuditorSWISS BANK CORPORATION1995 - 1998
Job Executive Director GIA Issue Assurance and Analysis at UBS
Industry Financial Services
Experience
UBS IT AuditorSWISS BANK CORPORATION1995 - 1998
Skills
Business Continuity, Program Management, Enterprise Risk..., CISA, IT Audit, Information Security..., Internal Audit, Risk Management, Information Security, Governance, Sarbanes-Oxley Act, Financial Services, Financial Risk, Operational Risk..., ITIL, Operational Risk, Banking, Investment Banking, Internal Controls, IT Strategy
Education
Iona College
Bachelor's degree - Computer and Information Sciences
UBS IT AuditorSWISS BANK CORPORATION1995 - 1998
Skills
Business Continuity, Program Management, Enterprise Risk..., CISA, IT Audit, Information Security..., Internal Audit, Risk Management, Information Security, Governance, Sarbanes-Oxley Act, Financial Services, Financial Risk, Operational Risk..., ITIL, Operational Risk, Banking, Investment Banking, Internal Controls, IT Strategy
Education
Iona College
Bachelor's degree - Computer and Information Sciences
Julie Young Julie Young's UBS Experience May 2007 - May 2008
Job Sr. Manager, Recruiting at Green Dot Corporation
Industry
Experience
Green Dot Corporation August 2014 - Present
Saks Fifth Avenue January 2011 - January 2014
Northern Trust May 2008 - December 2010
UBS May 2007 - May 2008
Morgan Stanley February 2005 - June 2006
Bear Stearns January 2005 - February 2006
Banc of America Securities 2000 - 2004
Skills
Interviews, Applicant Tracking..., Human Resources, College Recruiting, Recruiting, Onboarding, Sourcing, Personnel Management, Talent Acquisition, Talent Management
Education
Ithaca College 1991 — 1995
BA, Sociology
Green Dot Corporation August 2014 - Present
Saks Fifth Avenue January 2011 - January 2014
Northern Trust May 2008 - December 2010
UBS May 2007 - May 2008
Morgan Stanley February 2005 - June 2006
Bear Stearns January 2005 - February 2006
Banc of America Securities 2000 - 2004
Skills
Interviews, Applicant Tracking..., Human Resources, College Recruiting, Recruiting, Onboarding, Sourcing, Personnel Management, Talent Acquisition, Talent Management
Education
Ithaca College 1991 — 1995
BA, Sociology
Nilesh Parikh Nilesh Parikh's UBS Experience January 2008 - July 2008
Job Head of New Financial Advisors and Wealth Planning Analysts at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2013 - Present
UBS Wealth Management August 2012 - March 2013
UBS Wealth Management August 2011 - August 2012
UBS Wealth Management July 2009 - July 2010
UBS Wealth Management July 2008 - July 2009
UBS January 2008 - July 2008
UBS Wealth Management July 2006 - January 2008
Skills
Project Planning, Project Implementation, Business Analysis, Strategic Planning, Strategic Analysis, Corporate Strategy..., Wealth Management, Financial Modeling, Analysis, Risk Management, Financial Services, Management, Strategy
Education
INSEAD
MBA
University of Pennsylvania - The Wharton School
MBA
University of Miami
BBA
UBS Wealth Management March 2013 - Present
UBS Wealth Management August 2012 - March 2013
UBS Wealth Management August 2011 - August 2012
UBS Wealth Management July 2009 - July 2010
UBS Wealth Management July 2008 - July 2009
UBS January 2008 - July 2008
UBS Wealth Management July 2006 - January 2008
Skills
Project Planning, Project Implementation, Business Analysis, Strategic Planning, Strategic Analysis, Corporate Strategy..., Wealth Management, Financial Modeling, Analysis, Risk Management, Financial Services, Management, Strategy
Education
INSEAD
MBA
University of Pennsylvania - The Wharton School
MBA
University of Miami
BBA
Michael Rumley Michael Rumley's UBS Experience 1997 - 1999
Job Global Treasurer, Molson Coors Brewing Company (NYSE:TAP)
Industry Food & Beverages
Experience
Molson Coors Brewing Company January 2013 - Present
Molson Coors International 2010 - January 2013
Molson Coors Brewing Company 2007 - 2010
Molson Coors Brewing Company 2002 - 2007
Western Union International 2000 - 2002
Dresdner Bank AG 1999 - 2000
UBS 1997 - 1999
Dresdner Kleinwort 1995 - 1997
Goldman Sachs 1994 - 1995
Skills
Corporate Finance, Capital Markets, Financial Reporting, Emerging Markets, Financial Analysis, Strategic Planning, Investor Relations, International Business, Competitive Analysis, FX Hedging, Market Analysis, Interest Rate..., Joint Ventures, Commodity Risk..., International Project..., Global P&L Management, Zero-based Budgeting, Treasury Management, Strategic Financial..., M&A Due Diligence, M&A Integration, Financial Risk..., Global Treasury..., Financial Control, Fluent in German, Talent Management, Global Business..., Cross-Cultural..., Business Integration, Long Range Planning, Cost Management, Board of Directors..., Capital Budgeting, Global Executive..., Pension & Investment..., Business Partnering, Fixed Income Products, Bank Relationship..., Divisional CFO, Corporate Budgeting, People Development, Information Systems, US GAAP reporting, Finance, Business Strategy, Cross-functional Team...
Education
Thunderbird School of Global Management 1992 — 1993
MIM, International Finance
University of Colorado Boulder 1987 — 1991
BSBA, International Business
INSEAD 1996 — 1996
Capital Markets & Derivatives Executive Education Program
Molson Coors Brewing Company January 2013 - Present
Molson Coors International 2010 - January 2013
Molson Coors Brewing Company 2007 - 2010
Molson Coors Brewing Company 2002 - 2007
Western Union International 2000 - 2002
Dresdner Bank AG 1999 - 2000
UBS 1997 - 1999
Dresdner Kleinwort 1995 - 1997
Goldman Sachs 1994 - 1995
Skills
Corporate Finance, Capital Markets, Financial Reporting, Emerging Markets, Financial Analysis, Strategic Planning, Investor Relations, International Business, Competitive Analysis, FX Hedging, Market Analysis, Interest Rate..., Joint Ventures, Commodity Risk..., International Project..., Global P&L Management, Zero-based Budgeting, Treasury Management, Strategic Financial..., M&A Due Diligence, M&A Integration, Financial Risk..., Global Treasury..., Financial Control, Fluent in German, Talent Management, Global Business..., Cross-Cultural..., Business Integration, Long Range Planning, Cost Management, Board of Directors..., Capital Budgeting, Global Executive..., Pension & Investment..., Business Partnering, Fixed Income Products, Bank Relationship..., Divisional CFO, Corporate Budgeting, People Development, Information Systems, US GAAP reporting, Finance, Business Strategy, Cross-functional Team...
Education
Thunderbird School of Global Management 1992 — 1993
MIM, International Finance
University of Colorado Boulder 1987 — 1991
BSBA, International Business
INSEAD 1996 — 1996
Capital Markets & Derivatives Executive Education Program
Corey Rodriguez Corey Rodriguez's UBS Experience June 2002 - November 2002
Job Systems Engineer at FTI Consulting
Industry Information Technology and Services
Experience
FTI Consulting March 2015 - Present
FTI Consulting April 2013 - March 2015
Medical Knowledge Group July 2012 - March 2013
Medical Knowledge Group January 2010 - August 2012
Medical Knowledge Group October 2008 - January 2010
Medical Knowledge Group October 2006 - September 2008
Medical Knowledge Group October 2005 - September 2006
Westphal Inc. November 2002 - September 2005
UBS June 2002 - November 2002
Photo Marketing Association International September 1997 - June 2002
Skills
VMware ESX, SAN, Microsoft Exchange, Microsoft SQL Server, Project Management, Vendor Management, IT Operations Management, Digital Asset Management, Microsoft Office, VPN, Disaster Recovery, Databases, Software Documentation, Windows Server, Networking, Troubleshooting, SharePoint, Virtualization, IT Management, Active Directory, Data Center, System Administration, Visio, Servers
Education
Jackson Community College
Pursued Microcomputer Application Systems Specialist Associates Degree, Department of Information Technology, 3.71
FTI Consulting March 2015 - Present
FTI Consulting April 2013 - March 2015
Medical Knowledge Group July 2012 - March 2013
Medical Knowledge Group January 2010 - August 2012
Medical Knowledge Group October 2008 - January 2010
Medical Knowledge Group October 2006 - September 2008
Medical Knowledge Group October 2005 - September 2006
Westphal Inc. November 2002 - September 2005
UBS June 2002 - November 2002
Photo Marketing Association International September 1997 - June 2002
Skills
VMware ESX, SAN, Microsoft Exchange, Microsoft SQL Server, Project Management, Vendor Management, IT Operations Management, Digital Asset Management, Microsoft Office, VPN, Disaster Recovery, Databases, Software Documentation, Windows Server, Networking, Troubleshooting, SharePoint, Virtualization, IT Management, Active Directory, Data Center, System Administration, Visio, Servers
Education
Jackson Community College
Pursued Microcomputer Application Systems Specialist Associates Degree, Department of Information Technology, 3.71
Ana Amelia Lo Schiavo Arisawa Ana Amelia Lo Schiavo Arisawa's UBS Experience 2006 - 2009
Job Client Executive at IBM USA
Industry Information Technology and Services
Experience
IBM July 2015 - Present
IBM August 2014 - Present
Amazon June 2013 - August 2013
L'Oréal July 2011 - July 2012
L'Oreal 2009 - 2011
UBS 2006 - 2009
Procter & Gamble July 2005 - December 2005
Skills
Dual Citizenship, Management Consulting, Management, Análise, Consultoria de gestão, Estratégia, Modelagem financeira, Estratégia empresarial, Liderança, Avaliação financeira, Análise financeira, Finanças corporativas, Desenvolvimento..., Análise da..., Competitive Analysis, Gestão, Consultoria
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.)
INSEAD 2014 — 2014
Universidade de São Paulo 2002 — 2007
Escola Politécnica
TU Darmstadt 2005 — 2006
Engineer
IBM July 2015 - Present
IBM August 2014 - Present
Amazon June 2013 - August 2013
L'Oréal July 2011 - July 2012
L'Oreal 2009 - 2011
UBS 2006 - 2009
Procter & Gamble July 2005 - December 2005
Skills
Dual Citizenship, Management Consulting, Management, Análise, Consultoria de gestão, Estratégia, Modelagem financeira, Estratégia empresarial, Liderança, Avaliação financeira, Análise financeira, Finanças corporativas, Desenvolvimento..., Análise da..., Competitive Analysis, Gestão, Consultoria
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.)
INSEAD 2014 — 2014
Universidade de São Paulo 2002 — 2007
Escola Politécnica
TU Darmstadt 2005 — 2006
Engineer
Beth Webb, CFP®, AAMS's UBS Experience August 2006 - May 2009
Job Associate Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2009 - Present
UBS August 2006 - May 2009
Piper Jaffray June 2003 - August 2006
Education
Iowa State University 2007 — 2010
Master of Business Administration (M.B.A.)
Iowa State University 2007 — 2007
Family Financial Planning Certificate, Specialization with MBA
Iowa State University 1998 — 2002
Bachelor of Science (BS), Finance, General
RBC Wealth Management 2009 - Present
UBS August 2006 - May 2009
Piper Jaffray June 2003 - August 2006
Education
Iowa State University 2007 — 2010
Master of Business Administration (M.B.A.)
Iowa State University 2007 — 2007
Family Financial Planning Certificate, Specialization with MBA
Iowa State University 1998 — 2002
Bachelor of Science (BS), Finance, General
Joseph Aufiero Joseph Aufiero's UBS Experience January 2006 - August 2006
Job Operating Partner at 914 Media
Industry Hospital & Health Care
Experience
914 Media March 2015 - Present
MyGymLive June 2013 - June 2014
Fortina August 2013 - May 2014
e-Core IT Solutions June 2012 - June 2013
Goodway Technologies May 2009 - June 2012
Pedigree Ski Shop September 2001 - February 2010
UBS January 2006 - August 2006
Skills
Lead Generation, Direct Sales, Inside Sales, Cold Calling, Customer Service, Business Analysis, Marketing, Social Media, Trade Show Exhibitor, Salesforce.com, Project Management, Management, Sales, Sales Operations, Marketing Strategy, Microsoft Word, Microsoft Office, Outside Sales, Sales Process, Sales Management, Insurance, SaaS, Building Relationships, Strategic Planning, Account Management, New Business Development, Leadership, Business Development
Education
Iona College 2006 — 2008
Bachelor of Business Administration Degree, Finance
Regent's University London 2005 — 2005
Summer Program, International Relations and Affairs
914 Media March 2015 - Present
MyGymLive June 2013 - June 2014
Fortina August 2013 - May 2014
e-Core IT Solutions June 2012 - June 2013
Goodway Technologies May 2009 - June 2012
Pedigree Ski Shop September 2001 - February 2010
UBS January 2006 - August 2006
Skills
Lead Generation, Direct Sales, Inside Sales, Cold Calling, Customer Service, Business Analysis, Marketing, Social Media, Trade Show Exhibitor, Salesforce.com, Project Management, Management, Sales, Sales Operations, Marketing Strategy, Microsoft Word, Microsoft Office, Outside Sales, Sales Process, Sales Management, Insurance, SaaS, Building Relationships, Strategic Planning, Account Management, New Business Development, Leadership, Business Development
Education
Iona College 2006 — 2008
Bachelor of Business Administration Degree, Finance
Regent's University London 2005 — 2005
Summer Program, International Relations and Affairs
Victor Taitt Victor Taitt's UBS Experience January 1998 - May 2001
Job Teacher at NYCDOE
Industry E-Learning
Experience
NYCDOE September 2003 - Present
UBS January 1998 - May 2001
Stamford Hospital April 1983 - August 1986
Polychrome Corp 1979 - 1983
Skills
Lesson Planning, Classroom Management, Differentiated..., Classroom, Literacy, Curriculum Development, K-12
Education
Iona College 1979 — 1983
Master of Business Administration (M.B.A.), Management Information Systems, General
Iona College 1970 — 1974
Bachelor of Arts (B.A.) /, Spanish Language and Literature
NYCDOE September 2003 - Present
UBS January 1998 - May 2001
Stamford Hospital April 1983 - August 1986
Polychrome Corp 1979 - 1983
Skills
Lesson Planning, Classroom Management, Differentiated..., Classroom, Literacy, Curriculum Development, K-12
Education
Iona College 1979 — 1983
Master of Business Administration (M.B.A.), Management Information Systems, General
Iona College 1970 — 1974
Bachelor of Arts (B.A.) /, Spanish Language and Literature
Craig Tenenbaum Craig Tenenbaum's UBS Experience March 2014 - Present
Job Director Infrastructure Service Delivery Finance Product Controller, Team Lead at UBS
Industry Financial Services
Experience
UBS March 2014 - Present
UBS August 2012 - March 2014
UBS March 2010 - August 2012
1800flowers.com July 2009 - March 2010
1800flowers.com July 2007 - July 2009
1800flowers.com July 2006 - June 2007
1800flowers.com January 2005 - July 2006
1800flowers.com July 2001 - January 2005
Dennis Publishing May 2000 - April 2001
Caribiner International, Inc. November 1999 - May 2000
Skills
Variance Analysis, Forecasting, Procurement, Modeling, Chargebacks, Vendor Management, Financial Analysis, Contract Management, Finance, Managerial Finance, Strategic Financial..., Financial Modeling, Budgets, Process Improvement, Accounting, Analysis, Data Center, Business Analysis, Governance, Risk Management
Education
Ithaca College 1990 — 1994
Bachelor of Science, Accounting
UBS March 2014 - Present
UBS August 2012 - March 2014
UBS March 2010 - August 2012
1800flowers.com July 2009 - March 2010
1800flowers.com July 2007 - July 2009
1800flowers.com July 2006 - June 2007
1800flowers.com January 2005 - July 2006
1800flowers.com July 2001 - January 2005
Dennis Publishing May 2000 - April 2001
Caribiner International, Inc. November 1999 - May 2000
Skills
Variance Analysis, Forecasting, Procurement, Modeling, Chargebacks, Vendor Management, Financial Analysis, Contract Management, Finance, Managerial Finance, Strategic Financial..., Financial Modeling, Budgets, Process Improvement, Accounting, Analysis, Data Center, Business Analysis, Governance, Risk Management
Education
Ithaca College 1990 — 1994
Bachelor of Science, Accounting
Robert Salamone Robert Salamone's UBS Experience July 1997 - Present
Job Software Engineer at UBS
Industry Financial Services
Experience
UBS July 1997 - Present
Skills
SDLC, SQL, Trading Systems, Agile Methodologies, XML, Java, Requirements Analysis, Software Development, Data Warehousing, COBOLII, CICS, DB2, VSAM, JCL, DFSORT, ICETOOL
Education
Iona College 1987 — 1991
MBA, Management Information Systems
Iona College 1982 — 1986
BS, Computer Science
UBS July 1997 - Present
Skills
SDLC, SQL, Trading Systems, Agile Methodologies, XML, Java, Requirements Analysis, Software Development, Data Warehousing, COBOLII, CICS, DB2, VSAM, JCL, DFSORT, ICETOOL
Education
Iona College 1987 — 1991
MBA, Management Information Systems
Iona College 1982 — 1986
BS, Computer Science
Matthew Burnett Matthew Burnett's UBS Experience March 2013 - Present
Job Financial Advisor at UBS Financial
Industry Financial Services
Experience
UBS March 2013 - Present
Edward Jones December 2009 - March 2013
Education
Iowa State University - College of Business 2005 — 2009
Bachelor of Science (B.S.), Finance
UBS March 2013 - Present
Edward Jones December 2009 - March 2013
Education
Iowa State University - College of Business 2005 — 2009
Bachelor of Science (B.S.), Finance
Garrard Harris III Garrard Harris III's UBS Experience
Job financial consultant
Industry Financial Services
Experience
UBS
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Banking, Risk Management, Financial Planning, Financial Services, Equities, Mutual Funds
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1978 — 1982
bba, Business Administration and Management, General
Inter american university of P.R
Bachelor of Business Administration (B.B.A.)
UBS
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Banking, Risk Management, Financial Planning, Financial Services, Equities, Mutual Funds
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1978 — 1982
bba, Business Administration and Management, General
Inter american university of P.R
Bachelor of Business Administration (B.B.A.)
Conner Vogel's UBS Experience April 2012 - October 2012
Job Investment Banker at LionTree
Industry Investment Banking
Experience
LionTree LLC June 2013 - Present
Daniels College of Business August 2012 - March 2013
UBS April 2012 - October 2012
Madison Square Garden May 2010 - August 2010
Dish Network May 2008 - August 2009
Skills
Microsoft Office, Reuters, Oracle Financials, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Finance, Sales, Marketing, Valuation, Strategic Financial..., Data Analysis, Strategic Planning, Social Media, Corporate Finance, Event Planning, Investments, VBA Modeling, Crystal Ball, Treasury Services
Education
University of Denver - Daniels College of Business 2011 — 2012
BSBA, Finance
Jacksonville University 2007 — 2010
BS, Finance
LionTree LLC June 2013 - Present
Daniels College of Business August 2012 - March 2013
UBS April 2012 - October 2012
Madison Square Garden May 2010 - August 2010
Dish Network May 2008 - August 2009
Skills
Microsoft Office, Reuters, Oracle Financials, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Finance, Sales, Marketing, Valuation, Strategic Financial..., Data Analysis, Strategic Planning, Social Media, Corporate Finance, Event Planning, Investments, VBA Modeling, Crystal Ball, Treasury Services
Education
University of Denver - Daniels College of Business 2011 — 2012
BSBA, Finance
Jacksonville University 2007 — 2010
BS, Finance
Harry Joseph Escobar Harry Joseph Escobar's UBS Experience 2004 - 2007
Job Winning results through structured analysis
Industry Capital Markets
Experience
Prudential Financial February 2012 - Present
Harry J Escobar Associates October 2011 - Present
Cygni Securities, LLC August 2011 - October 2011
Credit Suisse 2007 - 2011
UBS 2004 - 2007
Merrill Lynch 1998 - 2003
Lehman Brothers 1991 - 1998
Citibank 1985 - 1991
Skills
Spanish, Languages, Fixed Income, Asset Management, Securities, Compliance, Series 7, Mutual Funds, Investments, Equities
Education
Iona College
BA, Mathematics
New York University - Leonard N. Stern School of Business
MBA, Operations Research and Finance
Prudential Financial February 2012 - Present
Harry J Escobar Associates October 2011 - Present
Cygni Securities, LLC August 2011 - October 2011
Credit Suisse 2007 - 2011
UBS 2004 - 2007
Merrill Lynch 1998 - 2003
Lehman Brothers 1991 - 1998
Citibank 1985 - 1991
Skills
Spanish, Languages, Fixed Income, Asset Management, Securities, Compliance, Series 7, Mutual Funds, Investments, Equities
Education
Iona College
BA, Mathematics
New York University - Leonard N. Stern School of Business
MBA, Operations Research and Finance
Adam Bergman's UBS Experience April 1999 - April 2000
Job Founder and CEO of Bergman Strategic Advisors
Industry Investment Banking
Experience
Bergman Strategic Advisors March 2012 - Present
Deutsche Bank Securities October 2010 - January 2012
Jefferies & Company February 2004 - October 2010
JPMorgan Chase May 2000 - February 2003
UBS April 1999 - April 2000
Rothschild October 1997 - April 1999
Skills
CleanTech, Investment Banking, Corporate Finance, Capital Raises, M&A experience, New Business Development, Cross-border..., International Business, Technology, Industrials, Cleantech, Capital, Mergers & Acquisitions, Venture Capital, Strategy, Valuation, Entrepreneurship, Investments, Strategic Partnerships, Financial Structuring, Restructuring, Executive Management, Capital Raising, Corporate Development, Finance, Private Equity, LBO, Private Placements, Growth Capital, Financial Modeling
Education
国際大学 / International University of Japan 1995 — 1997
Master of Arts (M.A.), International Development with concentrations in Economics and Trade Policy, Cumulative GPA: 3.73; graduated with Departmental Honors
The Johns Hopkins University 1991 — 1995
Bachelor of Arts (B.A.), Political Science, Cumulative GPA: 3.67
Bergman Strategic Advisors March 2012 - Present
Deutsche Bank Securities October 2010 - January 2012
Jefferies & Company February 2004 - October 2010
JPMorgan Chase May 2000 - February 2003
UBS April 1999 - April 2000
Rothschild October 1997 - April 1999
Skills
CleanTech, Investment Banking, Corporate Finance, Capital Raises, M&A experience, New Business Development, Cross-border..., International Business, Technology, Industrials, Cleantech, Capital, Mergers & Acquisitions, Venture Capital, Strategy, Valuation, Entrepreneurship, Investments, Strategic Partnerships, Financial Structuring, Restructuring, Executive Management, Capital Raising, Corporate Development, Finance, Private Equity, LBO, Private Placements, Growth Capital, Financial Modeling
Education
国際大学 / International University of Japan 1995 — 1997
Master of Arts (M.A.), International Development with concentrations in Economics and Trade Policy, Cumulative GPA: 3.73; graduated with Departmental Honors
The Johns Hopkins University 1991 — 1995
Bachelor of Arts (B.A.), Political Science, Cumulative GPA: 3.67
Peter V. Esler Peter V. Esler's UBS Experience 1996 - 2000
Job Global Head of Market Data at Jefferies & Company
Industry Banking
Experience
Jefferies LLC March 2011 - Present
PVE Consulting April 2007 - March 2011
Citigroup 2005 - 2007
Bear Stearns & Co. 2000 - 2005
UBS 1996 - 2000
CSK MICROGNOSIS 1992 - 1996
REUTERS 1990 - 1992
Skills
Entrepreneurship, Management, Financial Analysis, EAI, Process Engineering, Market Data, Asset, Reference Data, Performance Improvement, Strategy, Hedge Funds, Trading Systems, Outsourcing, Project Management, Trading, Financial Services, Securities, Financial Markets, Fixed Income, Business Process..., Low Latency, Investment Banking, Process Improvement, Equities, Business Strategy, Risk Management, Electronic Trading, RMDS, Governance, CRM, Swaps, FX Options, Exchange Connectivity, Derivatives, Equity Derivatives, Prime Brokerage, Mergers & Acquisitions
Education
Ithaca College 1977 — 1981
BS, Accounting, International Economics
Ithaca College 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting
Jefferies LLC March 2011 - Present
PVE Consulting April 2007 - March 2011
Citigroup 2005 - 2007
Bear Stearns & Co. 2000 - 2005
UBS 1996 - 2000
CSK MICROGNOSIS 1992 - 1996
REUTERS 1990 - 1992
Skills
Entrepreneurship, Management, Financial Analysis, EAI, Process Engineering, Market Data, Asset, Reference Data, Performance Improvement, Strategy, Hedge Funds, Trading Systems, Outsourcing, Project Management, Trading, Financial Services, Securities, Financial Markets, Fixed Income, Business Process..., Low Latency, Investment Banking, Process Improvement, Equities, Business Strategy, Risk Management, Electronic Trading, RMDS, Governance, CRM, Swaps, FX Options, Exchange Connectivity, Derivatives, Equity Derivatives, Prime Brokerage, Mergers & Acquisitions
Education
Ithaca College 1977 — 1981
BS, Accounting, International Economics
Ithaca College 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting
Soma Basu Soma Basu's UBS Experience October 2006 - Present
Job Senior Associate at UBS Financial Services
Industry Financial Services
Experience
UBS October 2006 - Present
Parsippany-Troy-Hills town school district September 2003 - September 2006
Dreyfus, a BNY Mellon Company February 1998 - August 2003
NeonSoft July 1997 - January 1998
Lehman Brothers September 1994 - June 1997
Citi August 1991 - August 1994
PSI Data Systems September 1988 - July 1991
Skills
Identity Management, Access Control, Sarbanes-Oxley Act, Financial Services, Business Analysis, BRD, SDLC, Software Project..., Requirements Analysis, Software Development, Requirements Gathering, Integration, Risk Management, Business Intelligence, Business Process..., Offshore Management, Production Support, Troubleshooting, Issue Resolution..., Problem Management, Training, Databases, Data Warehousing, Data Modeling, SQL, Sybase, Oracle, Java, Perl, Shell Scripting, Cognos, Informatica, Active Directory, LDAP, ServiceNow, HP Quality Center, VSAM
Education
Stevens Institute of Technology 1998 — 2001
MS, Information Systems
University of Calcutta
Bachelor's Degree, RadioPhysics & Electronics
Jadavpur University
Bachelor's Degree, Physics
UBS October 2006 - Present
Parsippany-Troy-Hills town school district September 2003 - September 2006
Dreyfus, a BNY Mellon Company February 1998 - August 2003
NeonSoft July 1997 - January 1998
Lehman Brothers September 1994 - June 1997
Citi August 1991 - August 1994
PSI Data Systems September 1988 - July 1991
Skills
Identity Management, Access Control, Sarbanes-Oxley Act, Financial Services, Business Analysis, BRD, SDLC, Software Project..., Requirements Analysis, Software Development, Requirements Gathering, Integration, Risk Management, Business Intelligence, Business Process..., Offshore Management, Production Support, Troubleshooting, Issue Resolution..., Problem Management, Training, Databases, Data Warehousing, Data Modeling, SQL, Sybase, Oracle, Java, Perl, Shell Scripting, Cognos, Informatica, Active Directory, LDAP, ServiceNow, HP Quality Center, VSAM
Education
Stevens Institute of Technology 1998 — 2001
MS, Information Systems
University of Calcutta
Bachelor's Degree, RadioPhysics & Electronics
Jadavpur University
Bachelor's Degree, Physics
John Engstrom John Engstrom's UBS Experience April 2004 - June 2004
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2009 - Present
Citigroup, Global Wealth Management June 2007 - January 2009
Citigroup, Global Wealth Management May 2004 - June 2007
Iona College September 2004 - December 2004
UBS April 2004 - June 2004
Skills
Performance Analysis, Account Reconciliation, Series 7 Licensee, Investments, Credit, Mutual Funds, Financial Accounting, Management, Finance, Accounts Payable, Analysis, Portfolio Management, Accounting, Journal Entries, Equities, Bloomberg
Education
Iona College 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley January 2009 - Present
Citigroup, Global Wealth Management June 2007 - January 2009
Citigroup, Global Wealth Management May 2004 - June 2007
Iona College September 2004 - December 2004
UBS April 2004 - June 2004
Skills
Performance Analysis, Account Reconciliation, Series 7 Licensee, Investments, Credit, Mutual Funds, Financial Accounting, Management, Finance, Accounts Payable, Analysis, Portfolio Management, Accounting, Journal Entries, Equities, Bloomberg
Education
Iona College 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Vin Campagnoli Vin Campagnoli's UBS Experience April 2009 - September 2011
Job Chief Information Officer at Raymond James
Industry Information Technology and Services
Experience
Raymond James Financial Inc. October 2011 - Present
UBS April 2009 - September 2011
Morgan Stanley July 2005 - April 2009
Prudential Securities 1987 - 2004
Education
Pace University 1990 — 1995
MBA, Finance
Iona College 1981 — 1985
BA, Computer Science
Raymond James Financial Inc. October 2011 - Present
UBS April 2009 - September 2011
Morgan Stanley July 2005 - April 2009
Prudential Securities 1987 - 2004
Education
Pace University 1990 — 1995
MBA, Finance
Iona College 1981 — 1985
BA, Computer Science
Jen Hamilton Jen Hamilton's UBS Experience 2000 - 2004
Job T Lab Problem Solver at Tipping Point Community
Industry Design
Experience
Tipping Point Community September 2014 - April 2015
Problem Solver 2012 - 2014
Kiva Microfunds August 2007 - July 2011
On The Road Travel January 2005 - December 2007
UBS 2000 - 2004
DLJ (acquired by Credit Suisse) 1999 - 2000
Citibank 1998 - 1999
Perth Bagel Company April 1995 - September 1995
Skills
Strategy, Start-ups, Social Impact, Entrepreneurship, Product Marketing, Financial Modeling, Mergers, Mergers & Acquisitions, Analysis, Business Strategy, Corporate Finance, Investment Banking, Management, Finance, Operations Management, Financial Analysis, Strategic Partnerships, Leadership
Education
INSEAD 2004 — 2004
MBA
Queen's University 1994 — 1998
BCOM, Finance
University of Melbourne - Melbourne Business School 1997 — 1997
Business
Forrest Yoga Teacher Training
Tipping Point Community September 2014 - April 2015
Problem Solver 2012 - 2014
Kiva Microfunds August 2007 - July 2011
On The Road Travel January 2005 - December 2007
UBS 2000 - 2004
DLJ (acquired by Credit Suisse) 1999 - 2000
Citibank 1998 - 1999
Perth Bagel Company April 1995 - September 1995
Skills
Strategy, Start-ups, Social Impact, Entrepreneurship, Product Marketing, Financial Modeling, Mergers, Mergers & Acquisitions, Analysis, Business Strategy, Corporate Finance, Investment Banking, Management, Finance, Operations Management, Financial Analysis, Strategic Partnerships, Leadership
Education
INSEAD 2004 — 2004
MBA
Queen's University 1994 — 1998
BCOM, Finance
University of Melbourne - Melbourne Business School 1997 — 1997
Business
Forrest Yoga Teacher Training
Perry DiLibero Perry DiLibero's UBS Experience June 2015 - Present
Job Branch Service Associate at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
Education
Isenberg School of Management, UMass Amherst 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Universitat Autònoma de Barcelona 2013 — 2013
Study Abroad
UBS June 2015 - Present
Education
Isenberg School of Management, UMass Amherst 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Universitat Autònoma de Barcelona 2013 — 2013
Study Abroad
Casey O'Brien Casey O'Brien's UBS Experience January 2008 - May 2008
Job Executive Assistant at Folger Hill Asset Management
Industry Events Services
Experience
Folger Hill Asset Management October 2014 - Present
Jenzabar February 2014 - October 2014
Massachusetts Convention Center Authority August 2011 - February 2014
Harvard Management Company June 2008 - October 2010
UBS January 2008 - May 2008
Skills
PowerPoint, Event Planning, Customer Service, Microsoft Excel, Event Management, Management, Budgets, Analysis, Operations Management, Training, Leadership, Logistics
Education
Iona College 2004 — 2008
Bachelors, Business Administration - Finance
Folger Hill Asset Management October 2014 - Present
Jenzabar February 2014 - October 2014
Massachusetts Convention Center Authority August 2011 - February 2014
Harvard Management Company June 2008 - October 2010
UBS January 2008 - May 2008
Skills
PowerPoint, Event Planning, Customer Service, Microsoft Excel, Event Management, Management, Budgets, Analysis, Operations Management, Training, Leadership, Logistics
Education
Iona College 2004 — 2008
Bachelors, Business Administration - Finance
David Dupre's UBS Experience January 2012 - March 2012
Job Analyst at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management February 2014 - Present
Sysco April 2013 - February 2014
International Health Services May 2010 - February 2014
Isenberg School of Management, UMass Amherst August 2011 - December 2012
UBS January 2012 - March 2012
Governors America Corporation February 2002 - January 2009
Dean Transmission Parts February 2001 - February 2002
Skills
Leadership, Time Management, Microsoft Excel, Microsoft Office, Finance, Analysis, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investments, Portfolio Management, Microsoft Word, Teamwork, Access, Forecasting, Auditing, Team Leadership, Financial Forecasting, Mutual Funds, Bloomberg, Bloomberg Terminal, Equities, Equity Research, Accounting, PowerPoint, Outlook, Research, Data Analysis, Training, Financial Reporting, Critical Thinking, Economics, Networking, Quantitative Analytics, Financial Accounting, Budgets, Strategic Financial..., Spreadsheets, Sarbanes-Oxley Act, US GAAP reporting, Financial Services, Stocks, Bonds, Derivatives, CBO-CDO-CLO, Banking, Investment Banking, Trading, Hedge Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2012
Bachelor in Business Administration, Finance
Springfield Technical Community College 2009 — 2010
Associate in Science in Business Administration, Finance and Operations Management
Agawam High School
Babson Capital Management February 2014 - Present
Sysco April 2013 - February 2014
International Health Services May 2010 - February 2014
Isenberg School of Management, UMass Amherst August 2011 - December 2012
UBS January 2012 - March 2012
Governors America Corporation February 2002 - January 2009
Dean Transmission Parts February 2001 - February 2002
Skills
Leadership, Time Management, Microsoft Excel, Microsoft Office, Finance, Analysis, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investments, Portfolio Management, Microsoft Word, Teamwork, Access, Forecasting, Auditing, Team Leadership, Financial Forecasting, Mutual Funds, Bloomberg, Bloomberg Terminal, Equities, Equity Research, Accounting, PowerPoint, Outlook, Research, Data Analysis, Training, Financial Reporting, Critical Thinking, Economics, Networking, Quantitative Analytics, Financial Accounting, Budgets, Strategic Financial..., Spreadsheets, Sarbanes-Oxley Act, US GAAP reporting, Financial Services, Stocks, Bonds, Derivatives, CBO-CDO-CLO, Banking, Investment Banking, Trading, Hedge Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2012
Bachelor in Business Administration, Finance
Springfield Technical Community College 2009 — 2010
Associate in Science in Business Administration, Finance and Operations Management
Agawam High School
Christine Fatato Christine Fatato's UBS Experience May 2000 - Present
Job Associate Director at UBS Investment Bank
Industry Financial Services
Experience
UBS May 2000 - Present
UBS Investment Bank 2000 - 2010
Skills
Reference Data, Product Control, Fixed Income, Derivatives, Investment Banking, Equities, Middle Office, Prime Brokerage, Bloomberg, Capital Markets, Trading Systems, Equity Derivatives, Swaps, Credit Derivatives, Structured Products, FX Options, Hedge Funds, Market Data, Bonds
Education
Iona College 1996 — 2000
UBS May 2000 - Present
UBS Investment Bank 2000 - 2010
Skills
Reference Data, Product Control, Fixed Income, Derivatives, Investment Banking, Equities, Middle Office, Prime Brokerage, Bloomberg, Capital Markets, Trading Systems, Equity Derivatives, Swaps, Credit Derivatives, Structured Products, FX Options, Hedge Funds, Market Data, Bonds
Education
Iona College 1996 — 2000
Dale Baker's UBS Experience October 2002 - August 2003
Job Lending Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2010 - Present
Hunter Financial Group November 2007 - May 2010
HSBC September 2004 - October 2007
Equity Consultants August 2003 - September 2004
UBS October 2002 - August 2003
Conseco Finance Service Corp July 2000 - October 2002
Skills
Leadership, Loans, Sales Management, Mortgage Lending, Mortgage Banking, Loan Origination, FHA, Refinance, Residential Mortgages, Credit, Credit Analysis, Banking, USDA, VA loans, Underwriting, Mortgage Underwriting, Consumer Lending, FHA financing, First Time Home Buyers, Finance, Sales, Management, Real Estate
Education
Indiana University-Purdue University at Indianapolis
JPMorgan Chase May 2010 - Present
Hunter Financial Group November 2007 - May 2010
HSBC September 2004 - October 2007
Equity Consultants August 2003 - September 2004
UBS October 2002 - August 2003
Conseco Finance Service Corp July 2000 - October 2002
Skills
Leadership, Loans, Sales Management, Mortgage Lending, Mortgage Banking, Loan Origination, FHA, Refinance, Residential Mortgages, Credit, Credit Analysis, Banking, USDA, VA loans, Underwriting, Mortgage Underwriting, Consumer Lending, FHA financing, First Time Home Buyers, Finance, Sales, Management, Real Estate
Education
Indiana University-Purdue University at Indianapolis
Daniel Meeks's UBS Experience 1990 - 1991
Job Vice President
Industry Financial Services
Experience
JP Morgan Chase 2000 - Present
Nomura Securities 1998 - 2000
Bank of America 1991 - 1998
UBS 1990 - 1991
AT&T Bell Labs 1986 - 1990
Purdue University - Engineering Computer Network 1982 - 1986
Education
Indiana University-Southeast
JP Morgan Chase 2000 - Present
Nomura Securities 1998 - 2000
Bank of America 1991 - 1998
UBS 1990 - 1991
AT&T Bell Labs 1986 - 1990
Purdue University - Engineering Computer Network 1982 - 1986
Education
Indiana University-Southeast
Anna (Tschanz) Vakula Anna (Tschanz) Vakula's UBS Experience January 1995 - March 1996
Job AVD Anna Vakula Dautrebande
Industry Management Consulting
Experience
Anna Vakula Dautrebande May 2013 - Present
Lastan Family Office January 2009 - December 2012
Banque Pâris Bertrand Sturdza October 2010 - April 2012
Unigestion August 2006 - August 2007
Credit Suisse April 2005 - August 2006
Pictet & Cie April 1996 - March 2005
UBS January 1995 - March 1996
Deloitte October 1993 - December 1994
Skills
Complex problems..., holistic view of a..., Family Office and Trust, Structured Products, Hedge Funds, Alternative Investments, Wealth Management, Financial Markets, Fixed Income, Equities, Asset Allocation, Asset Managment, Derivatives, Portfolio Management, Bonds, Investment Advisory, Asset Management, Capitaux propres, Marché financier, Gestion de portefeuille, Gestion d'actifs
Education
CFPI-AZEK 1999 — 2000
CFPI-AZEK, Financial Analyst and portfolio manager
ISC Paris 1991 — 1993
Management, economics and Finance, Management, economics and Finance
Anna Vakula Dautrebande May 2013 - Present
Lastan Family Office January 2009 - December 2012
Banque Pâris Bertrand Sturdza October 2010 - April 2012
Unigestion August 2006 - August 2007
Credit Suisse April 2005 - August 2006
Pictet & Cie April 1996 - March 2005
UBS January 1995 - March 1996
Deloitte October 1993 - December 1994
Skills
Complex problems..., holistic view of a..., Family Office and Trust, Structured Products, Hedge Funds, Alternative Investments, Wealth Management, Financial Markets, Fixed Income, Equities, Asset Allocation, Asset Managment, Derivatives, Portfolio Management, Bonds, Investment Advisory, Asset Management, Capitaux propres, Marché financier, Gestion de portefeuille, Gestion d'actifs
Education
CFPI-AZEK 1999 — 2000
CFPI-AZEK, Financial Analyst and portfolio manager
ISC Paris 1991 — 1993
Management, economics and Finance, Management, economics and Finance
Rafael J. Arthur Torres's UBS Experience January 2002 - June 2007
Job Certified Financial Planner practitioner and Wealth Advisor
Industry Financial Services
Experience
Banco Popular de Puerto Rico June 2015 - Present
Banco Popular de Puerto Rico October 2010 - Present
Banco Popular de Puerto Rico June 2007 - October 2010
UBS January 2002 - June 2007
U.S. Army Reserve 1992 - 2003
Nueva Cultural Puertorriquena, Inc 1991 - September 2001
Skills
Strategic Financial..., Financial Analysis, Banking, Investments, Risk Management, Wealth Management, Asset Managment, Portfolio Management, Mutual Funds, Retirement Planning, Investment Advisory, Financial Advisory, Securities, Series 7, Alternative Investments, Insurance, Estate Planning, Equities, Mortgage Lending, Financial Services, Capital Markets, Asset Management, Wealth, Investment Strategies, Loans, Finance, High Net Worth..., Investment Management, Personal Financial..., Financial Planning, Relationship Management
Education
Inter American University School of Law 2012 — 2016
Juris Doctor (J.D.)
University of Puerto Rico 1985 — 1990
BBA, Finance
Colegio San Ignacio 1979 — 1985
High School Diploma
Banco Popular de Puerto Rico June 2015 - Present
Banco Popular de Puerto Rico October 2010 - Present
Banco Popular de Puerto Rico June 2007 - October 2010
UBS January 2002 - June 2007
U.S. Army Reserve 1992 - 2003
Nueva Cultural Puertorriquena, Inc 1991 - September 2001
Skills
Strategic Financial..., Financial Analysis, Banking, Investments, Risk Management, Wealth Management, Asset Managment, Portfolio Management, Mutual Funds, Retirement Planning, Investment Advisory, Financial Advisory, Securities, Series 7, Alternative Investments, Insurance, Estate Planning, Equities, Mortgage Lending, Financial Services, Capital Markets, Asset Management, Wealth, Investment Strategies, Loans, Finance, High Net Worth..., Investment Management, Personal Financial..., Financial Planning, Relationship Management
Education
Inter American University School of Law 2012 — 2016
Juris Doctor (J.D.)
University of Puerto Rico 1985 — 1990
BBA, Finance
Colegio San Ignacio 1979 — 1985
High School Diploma
Tiffany Naraine Tiffany Naraine's UBS Experience July 2008 - August 2008
Job Sales & Event Coordinator at East Coast Saloons McFadden's Saloon
Industry Events Services
Experience
East Coast Saloons - McFadden's Saloon April 2015 - Present
MetLife - Barnum Financial Group November 2014 - March 2015
MetLife - Barnum Financial Group March 2009 - October 2014
Wasabi May 2005 - May 2014
Merrill Lynch October 2008 - December 2008
UBS July 2008 - August 2008
Skills
oComputer proficiency..., Excellent phoning and..., Outstanding client..., Disability Insurance, Microsoft Excel, Marketing, Management, Insurance, Microsoft Office, PowerPoint, Life Insurance, Strategic Financial..., Social Media, Retirement Planning, Event Management
Education
Iona College 2009 — 2010
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Iona College 2005 — 2009
Bachelor of Business Administration (BBA), Finance
East Coast Saloons - McFadden's Saloon April 2015 - Present
MetLife - Barnum Financial Group November 2014 - March 2015
MetLife - Barnum Financial Group March 2009 - October 2014
Wasabi May 2005 - May 2014
Merrill Lynch October 2008 - December 2008
UBS July 2008 - August 2008
Skills
oComputer proficiency..., Excellent phoning and..., Outstanding client..., Disability Insurance, Microsoft Excel, Marketing, Management, Insurance, Microsoft Office, PowerPoint, Life Insurance, Strategic Financial..., Social Media, Retirement Planning, Event Management
Education
Iona College 2009 — 2010
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Iona College 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Hailey (Wood) Cash's UBS Experience June 2011 - August 2011
Job Coordinator: Corporate Events and Employee Recognition & Incentives at American Eagle Outfitters
Industry Retail
Experience
American Eagle Outfitters May 2015 - Present
American Eagle Outfitters January 2013 - Present
aerie by American Eagle June 2011 - December 2012
UBS June 2011 - August 2011
Skills
Microsoft Excel, InDesign, Bloomberg Software, Access Database, Customer Service, Employee Training, Recruiting, Event Planning, Retail, Talent Development, Visual Merchandising, Cross-functional..., Finance, Profit, Apparel, Cross-functional Team..., Talent Management, Merchandising, Time Management, Microsoft Office, Inventory Management, Sales, Training, Microsoft Word, PowerPoint
Education
University of Tennessee-Knoxville 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, International Business, French Minor, Cum Laude
Institut catholique de Paris 2010 — 2010
French Language and Literature
American Eagle Outfitters May 2015 - Present
American Eagle Outfitters January 2013 - Present
aerie by American Eagle June 2011 - December 2012
UBS June 2011 - August 2011
Skills
Microsoft Excel, InDesign, Bloomberg Software, Access Database, Customer Service, Employee Training, Recruiting, Event Planning, Retail, Talent Development, Visual Merchandising, Cross-functional..., Finance, Profit, Apparel, Cross-functional Team..., Talent Management, Merchandising, Time Management, Microsoft Office, Inventory Management, Sales, Training, Microsoft Word, PowerPoint
Education
University of Tennessee-Knoxville 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, International Business, French Minor, Cum Laude
Institut catholique de Paris 2010 — 2010
French Language and Literature
Benjamin Nussbaum's UBS Experience July 2012 - Present
Job Financial Advisor, UBS Financial Services Inc.
Industry Investment Management
Experience
UBS July 2012 - Present
Education
University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration (M.B.A.)
San Diego State University-California State University
Bachelor of Science (B.S.), Financial Services
UBS July 2012 - Present
Education
University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration (M.B.A.)
San Diego State University-California State University
Bachelor of Science (B.S.), Financial Services
Michael Chiappetta Michael Chiappetta's UBS Experience December 2013 - June 2014
Job Pricing Analyst
Industry Financial Services
Experience
Bernstein Private Wealth Management March 2015 - September 2015
UBS December 2013 - June 2014
Glencore July 2013 - November 2013
Morgan Stanley Wealth Management April 2012 - March 2013
Putnam Eletric August 2007 - August 2011
Greenwich Country Club May 2009 - May 2011
Education
Iona College 2007 — 2012
Bachelor of Business Administration (BBA), Finance, Undergrade
Bernstein Private Wealth Management March 2015 - September 2015
UBS December 2013 - June 2014
Glencore July 2013 - November 2013
Morgan Stanley Wealth Management April 2012 - March 2013
Putnam Eletric August 2007 - August 2011
Greenwich Country Club May 2009 - May 2011
Education
Iona College 2007 — 2012
Bachelor of Business Administration (BBA), Finance, Undergrade
Andrew Slutzky Andrew Slutzky's UBS Experience May 2006 - May 2008
Job
Industry Restaurants
Experience
New View Advisors December 2011 - 2012
Auriga USA, LLC September 2010 - 2011
Bank of America February 2010 - June 2010
Anchor Street Mortgage, LLC June 2008 - February 2010
UBS May 2006 - May 2008
Credit Suisse First Boston 2004 - 2006
Centerline Capital Group 2003 - 2004
Skills
Structured Products, Residential Mortgages, Reverse Mortgages, Mortgage Banking, Mortgage Lending, Loan Origination, Fixed Income, Securitization, Tax Credits, New Business Development
Education
New York University 1997 — 2001
B.A.
Ithaca College 1996 — 1997
New View Advisors December 2011 - 2012
Auriga USA, LLC September 2010 - 2011
Bank of America February 2010 - June 2010
Anchor Street Mortgage, LLC June 2008 - February 2010
UBS May 2006 - May 2008
Credit Suisse First Boston 2004 - 2006
Centerline Capital Group 2003 - 2004
Skills
Structured Products, Residential Mortgages, Reverse Mortgages, Mortgage Banking, Mortgage Lending, Loan Origination, Fixed Income, Securitization, Tax Credits, New Business Development
Education
New York University 1997 — 2001
B.A.
Ithaca College 1996 — 1997
Christian Conte's UBS Experience June 2008 - August 2008
Job Business Analyst, Software & Services at Enservio
Industry Financial Services
Experience
Enservio January 2015 - Present
Enservio June 2014 - January 2015
Enservio June 2013 - June 2014
Enservio August 2012 - May 2013
Enservio October 2011 - July 2012
Raymond James & Associates, Inc March 2011 - May 2011
Webster Bank March 2010 - March 2011
Real-Time Portfolio Management Mutual Fund September 2008 - May 2009
Core Trading Consultants Mutual Fund 2005 - 2009
UBS June 2008 - August 2008
Skills
Business Analytics, Project Management, Product Management, Property & Casualty..., Product Development, Document Review, Portfolio Management, Finance, Investments, Microsoft Excel, PowerPivot, Microsoft Word, Microsoft SQL Server, SQL, Customer Service, Version One, Microsoft Project, PowerPoint
Education
Ithaca College 2005 — 2009
Bachelor's degree, Finance & Management
Enservio January 2015 - Present
Enservio June 2014 - January 2015
Enservio June 2013 - June 2014
Enservio August 2012 - May 2013
Enservio October 2011 - July 2012
Raymond James & Associates, Inc March 2011 - May 2011
Webster Bank March 2010 - March 2011
Real-Time Portfolio Management Mutual Fund September 2008 - May 2009
Core Trading Consultants Mutual Fund 2005 - 2009
UBS June 2008 - August 2008
Skills
Business Analytics, Project Management, Product Management, Property & Casualty..., Product Development, Document Review, Portfolio Management, Finance, Investments, Microsoft Excel, PowerPivot, Microsoft Word, Microsoft SQL Server, SQL, Customer Service, Version One, Microsoft Project, PowerPoint
Education
Ithaca College 2005 — 2009
Bachelor's degree, Finance & Management
Max Abramson's UBS Experience June 2015 - Present
Job Internship at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
Spielman & Hicks, LLC June 2012 - July 2012
Skills
Microsoft Excel, MS Excel Pivot Tables, Excel Dashboards, Vlookup, Hlookups, Microsoft Word
Education
Jacksonville University 2014 — 2018
Accounting, Sophomore
Edgewater High School 2012 — 2014
UBS June 2015 - Present
Spielman & Hicks, LLC June 2012 - July 2012
Skills
Microsoft Excel, MS Excel Pivot Tables, Excel Dashboards, Vlookup, Hlookups, Microsoft Word
Education
Jacksonville University 2014 — 2018
Accounting, Sophomore
Edgewater High School 2012 — 2014
Jason Nardis Jason Nardis's UBS Experience May 2003 - April 2005
Job Founder at BlueOak Capital Advisors LLC
Industry Investment Management
Experience
BlueOak Capital Advisors LLC March 2013 - Present
Family Management Corp October 2010 - February 2013
UBS Global Asset Management December 2009 - November 2010
Kisco Management May 2005 - April 2010
UBS May 2003 - April 2005
Skills
Private Equity, Hedge Funds, Alternative Investments, Portfolio Management, Equities, Investments, Asset Management, Trading, Fixed Income, Investment Strategies, Asset Allocation
Education
Iona College 1999 — 2003
BBA, Finance
BlueOak Capital Advisors LLC March 2013 - Present
Family Management Corp October 2010 - February 2013
UBS Global Asset Management December 2009 - November 2010
Kisco Management May 2005 - April 2010
UBS May 2003 - April 2005
Skills
Private Equity, Hedge Funds, Alternative Investments, Portfolio Management, Equities, Investments, Asset Management, Trading, Fixed Income, Investment Strategies, Asset Allocation
Education
Iona College 1999 — 2003
BBA, Finance
Eapen John Eapen John's UBS Experience September 2011 - Present
Job Director at Citigroup
Industry Banking
Experience
Citigroup June 2015 - Present
UBS September 2011 - Present
Barclays Capital September 2010 - September 2011
SunTrust Bank February 2006 - August 2010
Scotiabank February 2003 - February 2006
Scotia Capital July 2001 - February 2003
Algorithmics November 2000 - February 2001
Nexgenix, Inc. July 1998 - August 2000
Reuters Analytics April 1996 - July 1998
Skills
Credit Risk, Risk Management, Portfolio Management, Fixed Income, Market Risk, Analytics, Banking, Economic Capital, Financial Risk
Education
Iowa State University 1993 — 1995
MBA, Finance
University of Arizona 1989 — 1993
MA, Political Science
Madras Christian College 1984 — 1989
BA, Economics
Madras Christian College 1984 — 1989
MA, Economics
Citigroup June 2015 - Present
UBS September 2011 - Present
Barclays Capital September 2010 - September 2011
SunTrust Bank February 2006 - August 2010
Scotiabank February 2003 - February 2006
Scotia Capital July 2001 - February 2003
Algorithmics November 2000 - February 2001
Nexgenix, Inc. July 1998 - August 2000
Reuters Analytics April 1996 - July 1998
Skills
Credit Risk, Risk Management, Portfolio Management, Fixed Income, Market Risk, Analytics, Banking, Economic Capital, Financial Risk
Education
Iowa State University 1993 — 1995
MBA, Finance
University of Arizona 1989 — 1993
MA, Political Science
Madras Christian College 1984 — 1989
BA, Economics
Madras Christian College 1984 — 1989
MA, Economics
Alex Price, MBA's UBS Experience June 2011 - August 2011
Job Account Representative at Medtronic
Industry Medical Devices
Experience
Medtronic August 2015 - Present
Paychex January 2014 - August 2015
Ocean Spray Cranberries June 2012 - August 2012
UBS June 2011 - August 2011
Bridgewater State University May 2006 - September 2006
Skills
Microsoft Excel, Market Research, Social Media Marketing, Social Media, Social Media Advertising, Financial Analysis, Microsoft Office, Human Resources, Recruiting, Sales, Taleo, Screening Resumes, Data Analysis, Outlook, Marketing Strategy, Survey Research, SPSS
Education
Ithaca College 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Ithaca College 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Marketing
Medtronic August 2015 - Present
Paychex January 2014 - August 2015
Ocean Spray Cranberries June 2012 - August 2012
UBS June 2011 - August 2011
Bridgewater State University May 2006 - September 2006
Skills
Microsoft Excel, Market Research, Social Media Marketing, Social Media, Social Media Advertising, Financial Analysis, Microsoft Office, Human Resources, Recruiting, Sales, Taleo, Screening Resumes, Data Analysis, Outlook, Marketing Strategy, Survey Research, SPSS
Education
Ithaca College 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Ithaca College 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Marketing
Joe Franco's UBS Experience September 2010 - December 2010
Job Analyst at CARTA Fund Services, LLC
Industry Financial Services
Experience
CARTA Fund Services, LLC November 2014 - Present
The Scienomics Group (an Omnicom Company) February 2013 - November 2014
Standard Motor Products November 2011 - February 2013
Iona College September 2007 - May 2011
UBS September 2010 - December 2010
Skills
Microsoft Excel, Access, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Budgets, JD Edwards, Excel, Word, Mainframe, Logility, Microsoft Dynamics SL, Financials, Profit Analysis, Options, Stock Option, Bloomberg Terminal, Microsoft Dynamics NAV, Peachtree, Private Equity
Education
Iona College 2007 — 2011
BBA, Business Finance
Westlake 2003 — 2007
CARTA Fund Services, LLC November 2014 - Present
The Scienomics Group (an Omnicom Company) February 2013 - November 2014
Standard Motor Products November 2011 - February 2013
Iona College September 2007 - May 2011
UBS September 2010 - December 2010
Skills
Microsoft Excel, Access, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Budgets, JD Edwards, Excel, Word, Mainframe, Logility, Microsoft Dynamics SL, Financials, Profit Analysis, Options, Stock Option, Bloomberg Terminal, Microsoft Dynamics NAV, Peachtree, Private Equity
Education
Iona College 2007 — 2011
BBA, Business Finance
Westlake 2003 — 2007
Andrea Scanlan's UBS Experience July 2011 - November 2012
Job Investment Professional at GreenOak Real Estate
Industry Real Estate
Experience
GreenOak Real Estate January 2013 - Present
UBS July 2011 - November 2012
UBS June 2010 - August 2010
Savills Australia & New Zealand March 2009 - May 2010
Skills
Real Estate, Microsoft Office, Private Equity, Investment Banking, Financial Modeling, Asset Management, Valuation, Financial Analysis, Real Estate Economics, Investments, Real Estate Development, Capital Markets, Corporate Finance, Equities, Due Diligence, Commercial Real Estate
Education
University of Melbourne 2006 — 2010
Bachelor of Commerce/ Bachelor of Property & Construction, Finance & Property
International Baccalaureate
GreenOak Real Estate January 2013 - Present
UBS July 2011 - November 2012
UBS June 2010 - August 2010
Savills Australia & New Zealand March 2009 - May 2010
Skills
Real Estate, Microsoft Office, Private Equity, Investment Banking, Financial Modeling, Asset Management, Valuation, Financial Analysis, Real Estate Economics, Investments, Real Estate Development, Capital Markets, Corporate Finance, Equities, Due Diligence, Commercial Real Estate
Education
University of Melbourne 2006 — 2010
Bachelor of Commerce/ Bachelor of Property & Construction, Finance & Property
International Baccalaureate
Diana Dawson Diana Dawson's UBS Experience May 1995 - December 2008
Job Compliance Specialist at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors, LLC March 2009 - June 2014
UBS May 1995 - December 2008
Education
Indiana Wesleyan University 2001 — 2003
Bachelor's Degree, Business Administration
International Business College 1994 — 1995
Associate's Degree, Accounting
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors, LLC March 2009 - June 2014
UBS May 1995 - December 2008
Education
Indiana Wesleyan University 2001 — 2003
Bachelor's Degree, Business Administration
International Business College 1994 — 1995
Associate's Degree, Accounting
Carrie Naylor Carrie Naylor's UBS Experience February 2008 - August 2008
Job Entrepreneur
Industry Food & Beverages
Experience
Self-employed October 2014 - Present
ProPacific Fresh October 2013 - July 2014
Terhune Orchards September 2011 - June 2013
Bergsieker Family September 2010 - July 2011
Corner House Counseling Center October 2008 - August 2010
UBS February 2008 - August 2008
Stillwater Sciences November 2007 - January 2008
Upper Crust Baking Co. November 2007 - January 2008
Education
International Culinary Center 2010 — 2011
Grand Diplôme, Classic Pastry Arts & Baking
University of California, Berkeley 2003 — 2007
International Development, Latin American Studies
Self-employed October 2014 - Present
ProPacific Fresh October 2013 - July 2014
Terhune Orchards September 2011 - June 2013
Bergsieker Family September 2010 - July 2011
Corner House Counseling Center October 2008 - August 2010
UBS February 2008 - August 2008
Stillwater Sciences November 2007 - January 2008
Upper Crust Baking Co. November 2007 - January 2008
Education
International Culinary Center 2010 — 2011
Grand Diplôme, Classic Pastry Arts & Baking
University of California, Berkeley 2003 — 2007
International Development, Latin American Studies
J. Chad Yarbrough J. Chad Yarbrough's UBS Experience 2002 - 2006
Job Associate at Booz Allen Hamilton
Industry Market Research
Experience
Booz Allen Hamilton January 2015 - Present
Deltek May 2011 - January 2015
FedSources October 2010 - May 2011
FedSources September 2007 - January 2010
The Nielsen Company October 2006 - March 2007
UBS 2002 - 2006
Skills
Competitive Analysis, Government, Strategy, Market Research, Management, Government Contracting, Analysis, Program Management, Proposal Writing, Competitive Intelligence, Federal Government, Salesforce.com, Government Procurement, Data Analysis, Business Intelligence, Market Analysis, Microsoft Excel, Tableau, Pivot Tables
Education
James Madison University 2002 — 2006
BAA, Finance
James Madison University
Booz Allen Hamilton January 2015 - Present
Deltek May 2011 - January 2015
FedSources October 2010 - May 2011
FedSources September 2007 - January 2010
The Nielsen Company October 2006 - March 2007
UBS 2002 - 2006
Skills
Competitive Analysis, Government, Strategy, Market Research, Management, Government Contracting, Analysis, Program Management, Proposal Writing, Competitive Intelligence, Federal Government, Salesforce.com, Government Procurement, Data Analysis, Business Intelligence, Market Analysis, Microsoft Excel, Tableau, Pivot Tables
Education
James Madison University 2002 — 2006
BAA, Finance
James Madison University
Karen Klein's UBS Experience 2006 - 2008
Job Sr. IT Recruiter Montefiore Information Technology (formerly Emerging Health, Montefiore IT)
Industry Information Technology and Services
Experience
Montefiore Information Technology July 2010 - Present
Pfizer April 2010 - July 2010
Gartner, Inc. November 2009 - April 2010
Emerging Health Information Technology August 2009 - November 2009
EMC August 2008 - December 2008
UBS 2006 - 2008
Credit Suisse 2004 - 2006
Kforce 2002 - 2005
Avon 1998 - 1999
PRT 1995 - 1999
Skills
Team Management, Client Development, Technology Recruitment, Immigration Issues, International Transfers, Sourcing, Vendor Management, Talent Management, Professional Services, Negotiation, Applicant Tracking..., Recruiting, Onboarding, Strategy, Talent Acquisition, Human Resources, Leadership, Management, Internet Recruiting, Training, Technical Recruiting, Temporary Placement, Consulting, Benefits Negotiation, Business Analysis, Enterprise Software, College Recruiting, Staffing Services, Information Technology, Executive Search, Contract Recruitment, IT Recruitment, Hiring, Relationship Building, Employee Relations
Education
Iona College 1975 — 1979
Mamaroneck High School
Montefiore Information Technology July 2010 - Present
Pfizer April 2010 - July 2010
Gartner, Inc. November 2009 - April 2010
Emerging Health Information Technology August 2009 - November 2009
EMC August 2008 - December 2008
UBS 2006 - 2008
Credit Suisse 2004 - 2006
Kforce 2002 - 2005
Avon 1998 - 1999
PRT 1995 - 1999
Skills
Team Management, Client Development, Technology Recruitment, Immigration Issues, International Transfers, Sourcing, Vendor Management, Talent Management, Professional Services, Negotiation, Applicant Tracking..., Recruiting, Onboarding, Strategy, Talent Acquisition, Human Resources, Leadership, Management, Internet Recruiting, Training, Technical Recruiting, Temporary Placement, Consulting, Benefits Negotiation, Business Analysis, Enterprise Software, College Recruiting, Staffing Services, Information Technology, Executive Search, Contract Recruitment, IT Recruitment, Hiring, Relationship Building, Employee Relations
Education
Iona College 1975 — 1979
Mamaroneck High School
Thomas Natole Thomas Natole's UBS Experience April 2011 - June 2011
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - 2015
Bank of America 2011 - 2015
UBS April 2011 - June 2011
TUDOR INVESTMENT CORPORATION 2007 - 2008
Education
Iona College
Bachelor of Arts, Cum Laude, 3.7 GPA
Merrill Lynch 2011 - 2015
Bank of America 2011 - 2015
UBS April 2011 - June 2011
TUDOR INVESTMENT CORPORATION 2007 - 2008
Education
Iona College
Bachelor of Arts, Cum Laude, 3.7 GPA
Ralph Kotesovec Ralph Kotesovec's UBS Experience 2000 - 2002
Job Group Chief Credit Officer at LGT Bank
Industry Banking
Experience
LGT Bank 2002 - Present
UBS 2000 - 2002
UBS 1998 - 2000
Skills
Private Banking, Credit, Banking, Corporate Finance, Asset Management, Investments, Management, Private Equity, Investment Banking, Equities, Alternative Investments, Portfolio Management, Risk Management
Education
INSEAD (SG)
Asian Executive Development Program
University of Pennsylvania - The Wharton School
Executive Development Program
Bachelor of Science in Business Administration
LGT Bank 2002 - Present
UBS 2000 - 2002
UBS 1998 - 2000
Skills
Private Banking, Credit, Banking, Corporate Finance, Asset Management, Investments, Management, Private Equity, Investment Banking, Equities, Alternative Investments, Portfolio Management, Risk Management
Education
INSEAD (SG)
Asian Executive Development Program
University of Pennsylvania - The Wharton School
Executive Development Program
Bachelor of Science in Business Administration
Robin Trainor Robin Trainor's UBS Experience October 2009 - November 2010
Job Chief Human Resources Officer at FirstKey
Industry Consumer Goods
Experience
FirstKey March 2015 - Present
Armored AutoGroup Inc. December 2010 - October 2014
UBS October 2009 - November 2010
UBS Investment Bank September 2006 - October 2009
Altria 2004 - 2005
Altria Corporate Services Inc. 1998 - 2004
Altria 1998 - 2001
Kraft Foods Group 1995 - 1998
Kraft Foods Group 1987 - 1995
Skills
Succession Planning, Talent Management, Deferred Compensation, Organizational Design, HR Consulting, Sales, Strategic Planning, Organizational..., Onboarding, Strategy, Employee Benefits, Mergers, Executive Pay, Mergers & Acquisitions, Organizational..., Executive Coaching, Retail, Employee Engagement, College Recruiting, HR Transformation, Human Resources, Employer Branding, CRM, Employment Law, Executive Search, Marketing, Performance Management, Talent Acquisition, HRIS, HR Policies, Change Management, Recruiting, Vendor Management, Compensation & Benefit, Employee Relations, PeopleSoft, Leadership Development, Sourcing, Personnel Management, Management, Workforce Planning
Education
Iona College 1992 — 1994
MBA, Human Resource Management
Mercy College 1988 — 1991
BS, Business Management
FirstKey March 2015 - Present
Armored AutoGroup Inc. December 2010 - October 2014
UBS October 2009 - November 2010
UBS Investment Bank September 2006 - October 2009
Altria 2004 - 2005
Altria Corporate Services Inc. 1998 - 2004
Altria 1998 - 2001
Kraft Foods Group 1995 - 1998
Kraft Foods Group 1987 - 1995
Skills
Succession Planning, Talent Management, Deferred Compensation, Organizational Design, HR Consulting, Sales, Strategic Planning, Organizational..., Onboarding, Strategy, Employee Benefits, Mergers, Executive Pay, Mergers & Acquisitions, Organizational..., Executive Coaching, Retail, Employee Engagement, College Recruiting, HR Transformation, Human Resources, Employer Branding, CRM, Employment Law, Executive Search, Marketing, Performance Management, Talent Acquisition, HRIS, HR Policies, Change Management, Recruiting, Vendor Management, Compensation & Benefit, Employee Relations, PeopleSoft, Leadership Development, Sourcing, Personnel Management, Management, Workforce Planning
Education
Iona College 1992 — 1994
MBA, Human Resource Management
Mercy College 1988 — 1991
BS, Business Management
Robert Bosco, CFP® Robert Bosco, CFP®'s UBS Experience October 2004 - Present
Job Senior Vice President Wealth Management at UBS, Financial Advisor
Industry Investment Management
Experience
UBS October 2004 - Present
Morgan Stanley Investment Management October 1996 - October 2004
Prudential Securities 1994 - 1996
Arjo-Century Distributing, Inc. September 1992 - September 1994
Pitney Bowes 1990 - 1992
IBM 1988 - 1990
Education
Isenberg School of Management, UMass Amherst 1984 — 1988
B.S./B.A, Finance
Winchester High School
UBS October 2004 - Present
Morgan Stanley Investment Management October 1996 - October 2004
Prudential Securities 1994 - 1996
Arjo-Century Distributing, Inc. September 1992 - September 1994
Pitney Bowes 1990 - 1992
IBM 1988 - 1990
Education
Isenberg School of Management, UMass Amherst 1984 — 1988
B.S./B.A, Finance
Winchester High School
Antonia Polcini Antonia Polcini's UBS Experience February 2006 - February 2008
Job Information Technology and Business Program Management Leader
Industry Information Technology and Services
Experience
BNY Mellon December 2013 - Present
Deutsche Bank October 2011 - September 2012
GE Capital Treasury February 2008 - September 2011
UBS February 2006 - February 2008
Citigroup August 2004 - February 2006
Columbia House August 1999 - August 2004
Skills
Change Management, Program Management, PMO, SDLC, Process Improvement, Process Engineering, Business Analysis, Team Building, ITIL, Governance, Integration, Outsourcing, Vendor Management, Leadership, Quality Assurance, Strategy, Business Intelligence, Management, Risk Management, Six Sigma, Business Process, Project Portfolio..., Strategic Planning, Business Process..., Software Project..., Cross-functional Team..., Agile Methodologies, Team Leadership, Project Delivery, Requirements Analysis, Project Management, IT Management, Analysis, Business Process..., Project Planning, Software Development, Team Management, Stakeholder Management, Enterprise Software, IT Strategy, CRM, Release Management
Education
Iona College
B.A., Computer Science
GE Leadership Development Center 2010 — 2010
BNY Mellon December 2013 - Present
Deutsche Bank October 2011 - September 2012
GE Capital Treasury February 2008 - September 2011
UBS February 2006 - February 2008
Citigroup August 2004 - February 2006
Columbia House August 1999 - August 2004
Skills
Change Management, Program Management, PMO, SDLC, Process Improvement, Process Engineering, Business Analysis, Team Building, ITIL, Governance, Integration, Outsourcing, Vendor Management, Leadership, Quality Assurance, Strategy, Business Intelligence, Management, Risk Management, Six Sigma, Business Process, Project Portfolio..., Strategic Planning, Business Process..., Software Project..., Cross-functional Team..., Agile Methodologies, Team Leadership, Project Delivery, Requirements Analysis, Project Management, IT Management, Analysis, Business Process..., Project Planning, Software Development, Team Management, Stakeholder Management, Enterprise Software, IT Strategy, CRM, Release Management
Education
Iona College
B.A., Computer Science
GE Leadership Development Center 2010 — 2010
Maria Lawlor Maria Lawlor's UBS Experience October 1997 - September 1998
Job Experienced Talent Management Professional
Industry Human Resources
Experience
Cushman & Wakefield November 2012 - Present
Independent Consultant December 2011 - November 2012
Barclays Capital April 2006 - November 2011
Barclays Capital August 2003 - April 2006
ING Barings 1998 - 2003
UBS October 1997 - September 1998
UBS October 1996 - September 1997
UBS August 1993 - October 1996
Skills
Program Management, Training & Development, Client Interfacing, Leadership Development, Budget Management, Project Execution, Team Management, Consulting, Talent Mapping, Mentoring, LMS, Talent Development, Talent Identification, Vendor Management, Stakeholder Management, Employee Training, Talent Management, Project Management, Learning Management..., Training Delivery, Career Development, Change Management, Performance Management, Executive Coaching, Training, Leadership, Recruiting, Management, Sourcing
Education
IUT Paris-Sceaux
GAPMO, Gestion Applique aux Petites et Moyens Organisations
Institute of Technology, Carlow
Cushman & Wakefield November 2012 - Present
Independent Consultant December 2011 - November 2012
Barclays Capital April 2006 - November 2011
Barclays Capital August 2003 - April 2006
ING Barings 1998 - 2003
UBS October 1997 - September 1998
UBS October 1996 - September 1997
UBS August 1993 - October 1996
Skills
Program Management, Training & Development, Client Interfacing, Leadership Development, Budget Management, Project Execution, Team Management, Consulting, Talent Mapping, Mentoring, LMS, Talent Development, Talent Identification, Vendor Management, Stakeholder Management, Employee Training, Talent Management, Project Management, Learning Management..., Training Delivery, Career Development, Change Management, Performance Management, Executive Coaching, Training, Leadership, Recruiting, Management, Sourcing
Education
IUT Paris-Sceaux
GAPMO, Gestion Applique aux Petites et Moyens Organisations
Institute of Technology, Carlow
Michael Yochum, CFP®, CRPS® Michael Yochum, CFP®, CRPS®'s UBS Experience July 1986 - Present
Job First Vice President, Wealth Management
Industry Financial Services
Experience
UBS July 1986 - Present
Education
University of California, Berkeley 1986 — 1988
Ceritificate in Personal Financial Planning, Financial Planning and Services
Columbia University Graduate School of Arts & Sciences 1975 — 1979
None, Japanese Art History Graduate Studies
国際基督教大学 / International Christian University 1973 — 1975
Bachelor of Arts (B.A.), Art History History
Middlebury College 1970 — 1973
Undergraduate Studies, Art History History
UBS July 1986 - Present
Education
University of California, Berkeley 1986 — 1988
Ceritificate in Personal Financial Planning, Financial Planning and Services
Columbia University Graduate School of Arts & Sciences 1975 — 1979
None, Japanese Art History Graduate Studies
国際基督教大学 / International Christian University 1973 — 1975
Bachelor of Arts (B.A.), Art History History
Middlebury College 1970 — 1973
Undergraduate Studies, Art History History
Brian Huen Brian Huen's UBS Experience January 2005 - September 2009
Job VP, Investments & Head of Trading at Harbour Advisors
Industry Investment Management
Experience
CI Investments Inc. – Canada’s Investment Company January 2015 - Present
Red Sky Capital Management Ltd. February 2011 - December 2014
CIBC September 2009 - February 2011
UBS January 2005 - September 2009
TD Capital - Canadian Private Equity Partners Fund April 2003 - January 2005
Credit Suisse January 1999 - March 2002
Skills
Investment Banking, Hedge Funds, Alternative Investments, Mutual Funds, Equities, Credit, Capital Markets, Investments, Asset Management, Portfolio Management, Management, Fundamental Analysis, Strategic Financial..., Investment Strategies, Equity Research, Valuation
Education
The University of Western Ontario - Richard Ivey School of Business 2002 — 2003
MBA, Business & Finance
The University of Western Ontario - Richard Ivey School of Business 1994 — 1998
HBA, Business & Finance
CI Investments Inc. – Canada’s Investment Company January 2015 - Present
Red Sky Capital Management Ltd. February 2011 - December 2014
CIBC September 2009 - February 2011
UBS January 2005 - September 2009
TD Capital - Canadian Private Equity Partners Fund April 2003 - January 2005
Credit Suisse January 1999 - March 2002
Skills
Investment Banking, Hedge Funds, Alternative Investments, Mutual Funds, Equities, Credit, Capital Markets, Investments, Asset Management, Portfolio Management, Management, Fundamental Analysis, Strategic Financial..., Investment Strategies, Equity Research, Valuation
Education
The University of Western Ontario - Richard Ivey School of Business 2002 — 2003
MBA, Business & Finance
The University of Western Ontario - Richard Ivey School of Business 1994 — 1998
HBA, Business & Finance
Laura Nikolich's UBS Experience April 2011 - September 2011
Job Bartender
Industry Hospitality
Experience
The Tin Roof June 2014 - Present
Procter & Gamble October 2013 - March 2014
4EG May 2012 - December 2013
American Income Life Insurance Company August 2013 - November 2013
Farmers Insurance September 2011 - November 2012
UBS April 2011 - September 2011
Skills
Cold Calling, New Business Development, Finance, Social Networking, Insurance, Life Insurance, Health Insurance
Education
Indiana University-Southeast 2005 — 2009
BS, Finance and marketing
University of Kentucky 2004 — 2005
The Tin Roof June 2014 - Present
Procter & Gamble October 2013 - March 2014
4EG May 2012 - December 2013
American Income Life Insurance Company August 2013 - November 2013
Farmers Insurance September 2011 - November 2012
UBS April 2011 - September 2011
Skills
Cold Calling, New Business Development, Finance, Social Networking, Insurance, Life Insurance, Health Insurance
Education
Indiana University-Southeast 2005 — 2009
BS, Finance and marketing
University of Kentucky 2004 — 2005
Keith Stein Keith Stein's UBS Experience September 2006 - Present
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS September 2006 - Present
Piper Jaffray September 1995 - September 2006
Eastman Kodak 1985 - 1995
Education
University of Rochester - Simon Business School 1986 — 1989
MBA, Finance & Marketing
Iowa State University 1981 — 1985
B.S., Industrial Engineering
UBS September 2006 - Present
Piper Jaffray September 1995 - September 2006
Eastman Kodak 1985 - 1995
Education
University of Rochester - Simon Business School 1986 — 1989
MBA, Finance & Marketing
Iowa State University 1981 — 1985
B.S., Industrial Engineering
Mina Luongo Mina Luongo's UBS Experience May 2005 - May 2008
Job Senior Analyst at GE Capital
Industry Financial Services
Experience
GE Capital July 2013 - Present
PartnerRe Capital Markets Corp June 2008 - July 2013
UBS May 2005 - May 2008
Swiss Re September 2004 - May 2005
Swiss Re January 2003 - September 2004
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Sarbanes-Oxley Act, GAAP, Hedge Funds, Equities, Account Reconciliation, General Ledger, Bloomberg, Fixed Assets, Auditing, Trading, Finance, Internal Audit, Internal Controls, Variance Analysis
Education
Iona College 2001 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
GE Capital July 2013 - Present
PartnerRe Capital Markets Corp June 2008 - July 2013
UBS May 2005 - May 2008
Swiss Re September 2004 - May 2005
Swiss Re January 2003 - September 2004
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Sarbanes-Oxley Act, GAAP, Hedge Funds, Equities, Account Reconciliation, General Ledger, Bloomberg, Fixed Assets, Auditing, Trading, Finance, Internal Audit, Internal Controls, Variance Analysis
Education
Iona College 2001 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Justin Satler Justin Satler's UBS Experience June 2014 - August 2014
Job Associate Consultant at Capco
Industry
Experience
Capco August 2015 - Present
UBS June 2014 - August 2014
Fit For Sport May 2013 - July 2013
Educational Data Services, Inc. May 2012 - August 2012
Skills
Investments, Public Speaking, Management, Finance, Wealth Management, Leadership
Education
Ithaca College 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Ramapo High School 2007 — 2011
Capco August 2015 - Present
UBS June 2014 - August 2014
Fit For Sport May 2013 - July 2013
Educational Data Services, Inc. May 2012 - August 2012
Skills
Investments, Public Speaking, Management, Finance, Wealth Management, Leadership
Education
Ithaca College 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Ramapo High School 2007 — 2011
Janine Shub Janine Shub's UBS Experience July 2012 - August 2012
Job Culinary Intern at Shiraz Events
Industry Public Relations and Communications
Experience
Shiraz Events March 2015 - Present
James Beard Foundation August 2014 - December 2014
Banco Santander May 2013 - August 2013
UBS July 2012 - August 2012
Skills
Microsoft Office, Facebook, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Photoshop, Research, Spanish, Event Planning, Social Media Marketing, Graphic Design, HTML, Blogging, Social Networking, Marketing
Education
Institute of Culinary Education 2014 — 2014
Culinary Arts, Culinary Management
Northeastern University 2010 — 2013
Bachelor's degree, Journalism Major, Business Administration, Communication Studies, Jewish Studies Minors
Baldwin School of Puerto Rico 1994 — 2009
Shiraz Events March 2015 - Present
James Beard Foundation August 2014 - December 2014
Banco Santander May 2013 - August 2013
UBS July 2012 - August 2012
Skills
Microsoft Office, Facebook, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Photoshop, Research, Spanish, Event Planning, Social Media Marketing, Graphic Design, HTML, Blogging, Social Networking, Marketing
Education
Institute of Culinary Education 2014 — 2014
Culinary Arts, Culinary Management
Northeastern University 2010 — 2013
Bachelor's degree, Journalism Major, Business Administration, Communication Studies, Jewish Studies Minors
Baldwin School of Puerto Rico 1994 — 2009
Josh Kriwinsky Josh Kriwinsky's UBS Experience December 2012 - January 2013
Job Finance
Industry Financial Services
Experience
Ithaca College Omicron Delta Epsilon April 2014 - Present
AXA Advisors January 2015 - July 2015
Academic Enrichment Services at Ithaca College January 2012 - December 2013
Ithaca College Beta Alpha Psi January 2012 - August 2013
UBS December 2012 - January 2013
Beechmont Country Club June 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, SPSS, Teaching, Teamwork, Microsoft Word, Economics, Facebook, Research, Time Management, Statistics, Fundraising, Leadership, Sales
Education
Ithaca College 2010 — 2014
Business Administration, 3.5
Ithaca College Omicron Delta Epsilon April 2014 - Present
AXA Advisors January 2015 - July 2015
Academic Enrichment Services at Ithaca College January 2012 - December 2013
Ithaca College Beta Alpha Psi January 2012 - August 2013
UBS December 2012 - January 2013
Beechmont Country Club June 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, SPSS, Teaching, Teamwork, Microsoft Word, Economics, Facebook, Research, Time Management, Statistics, Fundraising, Leadership, Sales
Education
Ithaca College 2010 — 2014
Business Administration, 3.5
Mark Borwick's UBS Experience April 1994 - March 1997
Job Finance, Investments, and Risk Executive
Industry Investment Management
Experience
Natural Resources Development S.A. February 2008 - Present
Conning & Company August 2012 - March 2015
Meadowvale Partners Capital Management, LLC January 2010 - August 2012
Gerling General Insurance Company September 2004 - July 2007
DFA Capital Management January 1999 - August 2004
Zurich Group April 1997 - December 1998
UBS April 1994 - March 1997
UBS June 1992 - March 1994
UBS November 1987 - May 1992
Harvard Business School September 1982 - December 1983
Skills
Investments, Investment Management, Asset Managment, Portfolio Management, Asset Allocation, Tactical Asset..., Investment Strategies, Economics, Equities, Fixed Income, Commodity, Structured Products, Global Macro, Alternative Investments, Hedge Funds, Hedging, Trading, Technical Analysis, Investment Banking, Capital Markets, Risk Management, Financial Risk, Financial Modeling, Financial Analysis, Investment Advisory, Financial Markets, Valuation, Business Strategy, Financial Structuring, Quantitative Analytics, Insurance, ALM, Fame, Eviews, Finance, Corporate Finance, Asset Management
Education
INSEAD 1984 — 1985
MBA, Finance
Cambridge University 1979 — 1982
BA, MA, Physics
Eton College
Natural Resources Development S.A. February 2008 - Present
Conning & Company August 2012 - March 2015
Meadowvale Partners Capital Management, LLC January 2010 - August 2012
Gerling General Insurance Company September 2004 - July 2007
DFA Capital Management January 1999 - August 2004
Zurich Group April 1997 - December 1998
UBS April 1994 - March 1997
UBS June 1992 - March 1994
UBS November 1987 - May 1992
Harvard Business School September 1982 - December 1983
Skills
Investments, Investment Management, Asset Managment, Portfolio Management, Asset Allocation, Tactical Asset..., Investment Strategies, Economics, Equities, Fixed Income, Commodity, Structured Products, Global Macro, Alternative Investments, Hedge Funds, Hedging, Trading, Technical Analysis, Investment Banking, Capital Markets, Risk Management, Financial Risk, Financial Modeling, Financial Analysis, Investment Advisory, Financial Markets, Valuation, Business Strategy, Financial Structuring, Quantitative Analytics, Insurance, ALM, Fame, Eviews, Finance, Corporate Finance, Asset Management
Education
INSEAD 1984 — 1985
MBA, Finance
Cambridge University 1979 — 1982
BA, MA, Physics
Eton College
Rajat Somany's UBS Experience August 1994 - August 1999
Job Managing Director Citibank
Industry Banking
Experience
Citigroup May 2014 - Present
Barclays July 2004 - June 2005
L.E.K. Consulting June 2000 - June 2004
UBS August 1994 - August 1999
Startup - Footwear manufacture September 1989 - December 1993
Skills
Strategy, Product Management, Payments, Credit Cards, Mergers, Cross-functional Team..., Private Equity, Analytics, Debit Cards, Mobile Payments, Payment Systems, Cards, Mergers & Acquisitions, Mobile Devices, Business Process..., CRM
Education
INSEAD 1999 — 2000
MBA, Finance
Institute of Chartered Accountants of India 1985 — 1988
ACA, Finance and Accounting
St Xaviers College, University of Calcutta 1982 — 1985
Bachelor of Commerce (Honours), Business
La Martiniere
Citigroup May 2014 - Present
Barclays July 2004 - June 2005
L.E.K. Consulting June 2000 - June 2004
UBS August 1994 - August 1999
Startup - Footwear manufacture September 1989 - December 1993
Skills
Strategy, Product Management, Payments, Credit Cards, Mergers, Cross-functional Team..., Private Equity, Analytics, Debit Cards, Mobile Payments, Payment Systems, Cards, Mergers & Acquisitions, Mobile Devices, Business Process..., CRM
Education
INSEAD 1999 — 2000
MBA, Finance
Institute of Chartered Accountants of India 1985 — 1988
ACA, Finance and Accounting
St Xaviers College, University of Calcutta 1982 — 1985
Bachelor of Commerce (Honours), Business
La Martiniere
Matthew Flood's UBS Experience August 2005 - Present
Job UBS Global Asset Management
Industry Financial Services
Experience
UBS August 2005 - Present
General Electric Asset Management July 2002 - July 2005
PwC September 2000 - July 2002
Education
Iona College
BS, Accounting
UBS August 2005 - Present
General Electric Asset Management July 2002 - July 2005
PwC September 2000 - July 2002
Education
Iona College
BS, Accounting
Helen Jacubovics's UBS Experience May 2006 - June 2010
Job Director at Gleacher and Co.
Industry Real Estate
Experience
Gleacher and company securities July 2010 - Present
ubs May 2006 - June 2010
Hypovereinsbank April 2002 - May 2004
WestLB 2002 - 2004
CIBC 1996 - 1999
Bear Stearns May 1992 - April 1997
Bear Stearns 1992 - 1997
Skills
Trading, Financial Risk, Portfolio Management, Private Equity, Equities, Hedge Funds, Derivatives, Capital Markets, Loans, Bonds, Asset Management, Alternative Investments, CMBS, Mutual Funds, Funding, Credit Derivatives
Education
Iona College 1981 — 1985
Gleacher and company securities July 2010 - Present
ubs May 2006 - June 2010
Hypovereinsbank April 2002 - May 2004
WestLB 2002 - 2004
CIBC 1996 - 1999
Bear Stearns May 1992 - April 1997
Bear Stearns 1992 - 1997
Skills
Trading, Financial Risk, Portfolio Management, Private Equity, Equities, Hedge Funds, Derivatives, Capital Markets, Loans, Bonds, Asset Management, Alternative Investments, CMBS, Mutual Funds, Funding, Credit Derivatives
Education
Iona College 1981 — 1985
Raymond Ormerod's UBS Experience Global Co-Head; Regulatory and Operational Risk ManagmentUBS Investment Bank2008 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS Global Co-Head; Regulatory and Operational Risk ManagmentUBS Investment Bank2008 - Present
Education
Iona College 1982 — 1987
UBS Global Co-Head; Regulatory and Operational Risk ManagmentUBS Investment Bank2008 - Present
Education
Iona College 1982 — 1987
Joel Nachman's UBS Experience 1995 - 2007
Job Senior Advisor at Eleven Canterbury, LLC
Industry Financial Services
Experience
Eleven Canterbury, LLC May 2011 - Present
Morgan Stanley May 2012 - February 2014
Joel Nachman February 2011 - April 2012
Bridgewater Associates April 2010 - February 2011
Credit Suisse 2008 - April 2010
Joel Nachman January 2008 - June 2008
UBS Service Center (India) 2005 - 2007
UBS 1995 - 2007
UBS Investment Bank 1995 - 2007
swiss bank 1995 - 1999
Skills
Investment Banking, Market Data, Equities, IT Strategy, Vendor Management, Capital Markets, Fixed Income, Hedge Funds, Risk Management, Derivatives, Program Management, IT Management, Electronic Trading, Business Analysis, Infrastructure, Change Management, Financial Services, FX Options, Strategy, Trading Systems, Data Center, Back Office, Information Technology, SDLC, Business Continuity, Stakeholder Management, Middle Office, Management, Leadership, Governance, Outsourcing, Financial Risk, Financial Markets, Enterprise Architecture, Portfolio Management, Options, Sybase, PMO, Start-ups, Equity Derivatives, Prime Brokerage, Equity Trading, Credit Derivatives, Emerging Markets, Alternative Investments, Foreign Exchange
Education
Ithaca College 1964 — 1968
Bachelor of Science (BS), Accounting and Computer Science
Eleven Canterbury, LLC May 2011 - Present
Morgan Stanley May 2012 - February 2014
Joel Nachman February 2011 - April 2012
Bridgewater Associates April 2010 - February 2011
Credit Suisse 2008 - April 2010
Joel Nachman January 2008 - June 2008
UBS Service Center (India) 2005 - 2007
UBS 1995 - 2007
UBS Investment Bank 1995 - 2007
swiss bank 1995 - 1999
Skills
Investment Banking, Market Data, Equities, IT Strategy, Vendor Management, Capital Markets, Fixed Income, Hedge Funds, Risk Management, Derivatives, Program Management, IT Management, Electronic Trading, Business Analysis, Infrastructure, Change Management, Financial Services, FX Options, Strategy, Trading Systems, Data Center, Back Office, Information Technology, SDLC, Business Continuity, Stakeholder Management, Middle Office, Management, Leadership, Governance, Outsourcing, Financial Risk, Financial Markets, Enterprise Architecture, Portfolio Management, Options, Sybase, PMO, Start-ups, Equity Derivatives, Prime Brokerage, Equity Trading, Credit Derivatives, Emerging Markets, Alternative Investments, Foreign Exchange
Education
Ithaca College 1964 — 1968
Bachelor of Science (BS), Accounting and Computer Science
Daniel Divine's UBS Experience 2002 - 2009
Job Vice President/Investments at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus October 2009 - Present
Rotary 2004 - 2013
UBS 2002 - 2009
United States Marine Corps 1987 - 2007
Education
Iowa State University 1983 — 1987
BS, Chemistry
Ames high school
Stifel Nicolaus October 2009 - Present
Rotary 2004 - 2013
UBS 2002 - 2009
United States Marine Corps 1987 - 2007
Education
Iowa State University 1983 — 1987
BS, Chemistry
Ames high school
Doug Zucker's UBS Experience 2007 - 2009
Job Private Banker and Managing Partner at Trusted Advisors Corp.
Industry Financial Services
Experience
Trusted Advisors Corp. 2015 - Present
UBS 2007 - 2009
Goldman Sachs 1998 - 2003
Education
Schiller International University Madrid Campus 1997 — 1998
MBA
New York University 1993 — 1994
Financial Planning Certificate, CFP Program.
Ithaca College 1987 — 1991
Trusted Advisors Corp. 2015 - Present
UBS 2007 - 2009
Goldman Sachs 1998 - 2003
Education
Schiller International University Madrid Campus 1997 — 1998
MBA
New York University 1993 — 1994
Financial Planning Certificate, CFP Program.
Ithaca College 1987 — 1991
Philip Murtha's UBS Experience March 2001 - May 2009
Job Publisher at Hudson Coffee News
Industry Marketing and Advertising
Experience
Hudson Coffee News August 2009 - Present
UBS March 2001 - May 2009
TD Waterhouse 1998 - 2001
Education
Iona College 2003 — 2005
MBA, Financial Management
Manhattan College 1993 — 1997
Hudson Coffee News August 2009 - Present
UBS March 2001 - May 2009
TD Waterhouse 1998 - 2001
Education
Iona College 2003 — 2005
MBA, Financial Management
Manhattan College 1993 — 1997
Michael Mascis's UBS Experience 2002 - 2006
Job CFO Central Park Group
Industry Financial Services
Experience
Central Park Group July 2006 - Present
UBS 2002 - 2006
UBS Financial Services Inc. 2002 - 2006
Arthur Andersen 1989 - 2002
Education
Iona College 1985 — 1989
BBA, Accounting
Central Park Group July 2006 - Present
UBS 2002 - 2006
UBS Financial Services Inc. 2002 - 2006
Arthur Andersen 1989 - 2002
Education
Iona College 1985 — 1989
BBA, Accounting
Kent Bruder's UBS Experience Desktop SupportUBS Investment Bank2006 - Present
Job Consultant at UBS
Industry Computer Networking
Experience
UBS Desktop SupportUBS Investment Bank2006 - Present
Education
Iona College
UBS Desktop SupportUBS Investment Bank2006 - Present
Education
Iona College
Chris Seto's UBS Experience 2007 - 2011
Job Partner, Investment Banking at Paradigm Capital
Industry Investment Banking
Experience
Paradigm Capital 2012 - Present
UBS 2007 - 2011
CIBC World Markets 2004 - 2007
CIBC 2002 - 2004
First Caribbean International Bank 2003 - 2003
A.T. Kearney 2001 - 2001
Warren Shepell Consultants Corp. 1998 - 2000
Bell Canada 1997 - 1998
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2002
MBA
McMaster University 1991 — 1996
B.Comm, Finance & Accounting
OTHS 1985 — 1990
Appleby College
Chisholm elementary school
Oakville Aquatic Club
Paradigm Capital 2012 - Present
UBS 2007 - 2011
CIBC World Markets 2004 - 2007
CIBC 2002 - 2004
First Caribbean International Bank 2003 - 2003
A.T. Kearney 2001 - 2001
Warren Shepell Consultants Corp. 1998 - 2000
Bell Canada 1997 - 1998
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2002
MBA
McMaster University 1991 — 1996
B.Comm, Finance & Accounting
OTHS 1985 — 1990
Appleby College
Chisholm elementary school
Oakville Aquatic Club
Elsa Moreno's UBS Experience August 2012 - April 2013
Job Executive Talent Acquisition, Financial Services Industry
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
AXA US May 2013 - Present
UBS August 2012 - April 2013
Egon Zehnder International 2009 - 2012
Egon Zehnder International October 2007 - 2009
Alcatel-Lucent 1998 - 2007
Morgan Stanley 1997 - 1998
UBS 1996 - 1997
A.T. Kearney 1995 - 1996
Skills
Executive Search, Product Management, Financial Analysis, Forecasting, Analysis, Fluent Spanish, Spanish, Competitive Analysis, Business Planning, Strategy, Change Management, Mergers & Acquisitions, Business Development, Cross-functional Team..., Market Research, Management Consulting, Process Improvement, Talent Management, Project Management, Leadership, Valuation, Executive Management, Talent Acquisition, Business Transformation, Business Process, Recruiting, Banking, Emerging Markets, Human Resources, Project Planning, Financial Services, Start-ups, Financial Modeling, Business Process...
Education
University of Michigan 1993 — 1995
MBA, International Business
Instituto Tecnológico Autónomo de México 1986 — 1989
Bachelors in Business Administration, Corporate Finance
Credit Suisse July 2015 - Present
AXA US May 2013 - Present
UBS August 2012 - April 2013
Egon Zehnder International 2009 - 2012
Egon Zehnder International October 2007 - 2009
Alcatel-Lucent 1998 - 2007
Morgan Stanley 1997 - 1998
UBS 1996 - 1997
A.T. Kearney 1995 - 1996
Skills
Executive Search, Product Management, Financial Analysis, Forecasting, Analysis, Fluent Spanish, Spanish, Competitive Analysis, Business Planning, Strategy, Change Management, Mergers & Acquisitions, Business Development, Cross-functional Team..., Market Research, Management Consulting, Process Improvement, Talent Management, Project Management, Leadership, Valuation, Executive Management, Talent Acquisition, Business Transformation, Business Process, Recruiting, Banking, Emerging Markets, Human Resources, Project Planning, Financial Services, Start-ups, Financial Modeling, Business Process...
Education
University of Michigan 1993 — 1995
MBA, International Business
Instituto Tecnológico Autónomo de México 1986 — 1989
Bachelors in Business Administration, Corporate Finance
Foad Ardalan's UBS Experience September 1990 - Present
Job IT Director at UBS
Industry Banking
Experience
UBS September 1990 - Present
Education
Iona College
MS, Telecommunications & Networking
UBS September 1990 - Present
Education
Iona College
MS, Telecommunications & Networking
Jim Demeritt's UBS Experience 2002 - 2003
Job Vice President Sales at Winterset Investments
Industry Financial Services
Experience
Winterset Investments September 2015 - Present
Envestnet / Placemark Investments March 2013 - August 2015
Placemark Investments September 2008 - February 2013
Placemark Investments June 2007 - March 2008
Pioneer Investments 2004 - 2007
Fleet Bank 2003 - 2004
UBS 2002 - 2003
Harvard 1993 - 1995
Skills
Wealth Management, Asset Allocation, Mutual Funds, Asset Managment, Securities, Investments, Business Development, Management, Asset Management, Finance, Financial Advisory, Equities, Financial Services, Investment Advisory, Portfolio Management, Separately Managed..., Series 63, Alternative Investments
Education
Isenberg School of Management, UMass Amherst 1985 — 1989
Operations
Winterset Investments September 2015 - Present
Envestnet / Placemark Investments March 2013 - August 2015
Placemark Investments September 2008 - February 2013
Placemark Investments June 2007 - March 2008
Pioneer Investments 2004 - 2007
Fleet Bank 2003 - 2004
UBS 2002 - 2003
Harvard 1993 - 1995
Skills
Wealth Management, Asset Allocation, Mutual Funds, Asset Managment, Securities, Investments, Business Development, Management, Asset Management, Finance, Financial Advisory, Equities, Financial Services, Investment Advisory, Portfolio Management, Separately Managed..., Series 63, Alternative Investments
Education
Isenberg School of Management, UMass Amherst 1985 — 1989
Operations
Louis Forte's UBS Experience June 2012 - Present
Job Consultant at UBS
Industry Financial Services
Experience
UBS June 2012 - Present
Merrill Lynch October 1985 - June 2012
Bank of America Merrill Lynch 2009 - June 2011
Merrill Lynch/Bank of America 2009 - June 2011
Bank of America/Merrill Lynch 2008 - 2010
Skills
Business Analysis, Employee Benefits, Project Management, PeopleSoft, Performance Management, Leadership, Change Management, Insurance, Coaching, SDLC, Vendor Management, Oracle, Onboarding, Talent Management, Talent Acquisition, Deferred Compensation, Mergers & Acquisitions, Outsourcing, Personnel Management, Management, Management Consulting, Organizational Design, HRIS
Education
Iona College 1978 — 1984
UBS June 2012 - Present
Merrill Lynch October 1985 - June 2012
Bank of America Merrill Lynch 2009 - June 2011
Merrill Lynch/Bank of America 2009 - June 2011
Bank of America/Merrill Lynch 2008 - 2010
Skills
Business Analysis, Employee Benefits, Project Management, PeopleSoft, Performance Management, Leadership, Change Management, Insurance, Coaching, SDLC, Vendor Management, Oracle, Onboarding, Talent Management, Talent Acquisition, Deferred Compensation, Mergers & Acquisitions, Outsourcing, Personnel Management, Management, Management Consulting, Organizational Design, HRIS
Education
Iona College 1978 — 1984
Laura McCaffrey Welliver's UBS Experience July 2010 - Present
Job Associate Director, Support Analyst at UBS
Industry Information Technology and Services
Experience
UBS July 2010 - Present
American Red Cross December 1995 - Present
FDM Group May 2007 - July 2010
Byram Healthcare September 2003 - May 2007
UBS Investment Bank March 2000 - June 2003
The Chubb Institute January 1999 - March 2000
Chubb Computer Services January 1999 - March 2000
MBIA 1996 - November 1998
Watson Wyatt August 1995 - August 1996
Buck Consultants June 1989 - June 1995
Skills
Databases, Unix, SQL, Oracle, Sybase, ITIL v3 Foundations..., Yellow Belt, ITIL, Governance, Visio, Change Management, SDLC, Performance Tuning, Perl, Requirements Gathering, Disaster Recovery, Access, Business Analysis, Technical Support, Unix Shell Scripting, Enterprise Architecture, Database Administration, Data Warehousing, Microsoft SQL Server, Database Design, Software Project..., Information Technology, Release Management, Requirements Analysis, SharePoint, Infrastructure...
Education
University of Connecticut 2005 — 2010
Computer Science Continuing Ed
Iona College 1986 — 1989
MS, Computer Science
Manhattanville College 1984 — 1987
BA, Computer Science
Pelham Memorial High School 1976 — 1982
Diploma
UBS July 2010 - Present
American Red Cross December 1995 - Present
FDM Group May 2007 - July 2010
Byram Healthcare September 2003 - May 2007
UBS Investment Bank March 2000 - June 2003
The Chubb Institute January 1999 - March 2000
Chubb Computer Services January 1999 - March 2000
MBIA 1996 - November 1998
Watson Wyatt August 1995 - August 1996
Buck Consultants June 1989 - June 1995
Skills
Databases, Unix, SQL, Oracle, Sybase, ITIL v3 Foundations..., Yellow Belt, ITIL, Governance, Visio, Change Management, SDLC, Performance Tuning, Perl, Requirements Gathering, Disaster Recovery, Access, Business Analysis, Technical Support, Unix Shell Scripting, Enterprise Architecture, Database Administration, Data Warehousing, Microsoft SQL Server, Database Design, Software Project..., Information Technology, Release Management, Requirements Analysis, SharePoint, Infrastructure...
Education
University of Connecticut 2005 — 2010
Computer Science Continuing Ed
Iona College 1986 — 1989
MS, Computer Science
Manhattanville College 1984 — 1987
BA, Computer Science
Pelham Memorial High School 1976 — 1982
Diploma
Jim Huller's UBS Experience August 2002 - May 2005
Job at
Industry Investment Management
Experience
Maximum Wealth Advisors, LLC May 2005 - Present
UBS August 2002 - May 2005
Merrill Lynch October 2000 - August 2002
Skills
Options Strategies, Finance, Financial Advisory, Wealth Management, Wealth, Asset Allocation, Entrepreneurship, Alternative Investments, Estate Planning, Investment Advisory, Investments, Venture Capital, Retirement Planning, Strategic Financial..., Private Equity
Education
Leadership Ft. Wayne 2009 — 2010
Indiana University—Purdue University Fort Wayne 1994 — 1997
Bachelor's Degree
Maximum Wealth Advisors, LLC May 2005 - Present
UBS August 2002 - May 2005
Merrill Lynch October 2000 - August 2002
Skills
Options Strategies, Finance, Financial Advisory, Wealth Management, Wealth, Asset Allocation, Entrepreneurship, Alternative Investments, Estate Planning, Investment Advisory, Investments, Venture Capital, Retirement Planning, Strategic Financial..., Private Equity
Education
Leadership Ft. Wayne 2009 — 2010
Indiana University—Purdue University Fort Wayne 1994 — 1997
Bachelor's Degree
Darren Greco, PMP's UBS Experience April 2007 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS April 2007 - Present
Prudential Financial June 1993 - April 2007
Skills
PMO, Business Analysis, Vendor Management, SDLC, IT Strategy
Education
Iona College 1989 — 1993
BBA, Management Information Systems
UBS April 2007 - Present
Prudential Financial June 1993 - April 2007
Skills
PMO, Business Analysis, Vendor Management, SDLC, IT Strategy
Education
Iona College 1989 — 1993
BBA, Management Information Systems
Sailesh Saha's UBS Experience 2006 - 2007
Job AVP at Alliance Bernstein
Industry Financial Services
Experience
Alliance Bernstein 2007 - Present
UBS 2006 - 2007
Credit Suisse 2005 - 2006
Farmers Insurance 2004 - 2005
Wipro 1996 - 2004
Education
Institute of Management Technology, Ghaziabad 1998 — 2001
Alliance Bernstein 2007 - Present
UBS 2006 - 2007
Credit Suisse 2005 - 2006
Farmers Insurance 2004 - 2005
Wipro 1996 - 2004
Education
Institute of Management Technology, Ghaziabad 1998 — 2001
Kevin Ng's UBS Experience October 2011 - November 2011
Job VP Internal Audit at HSBC
Industry Financial Services
Experience
HSBC June 2014 - Present
Barclays Investment Bank January 2014 - May 2014
Barclays Capital November 2011 - December 2013
UBS October 2011 - November 2011
KPMG May 2011 - September 2011
KPMG September 2010 - May 2011
KPMG September 2007 - August 2010
Skills
IFRS, Auditing, Internal Audit, Internal Controls, External Audit, Financial Reporting, Financial Analysis, Financial Accounting, Financial Audits, Sarbanes-Oxley Act, Accounting, Assurance, US GAAP, Financial Modeling, Corporate Finance, Big 4, Consolidation, Enterprise Risk..., Due Diligence, GAAP, Risk Management
Education
Institute of Chartered Accountants in England and Wales 2007 — 2010
ACA
The University of Western Australia 2002 — 2006
Bachelor of Commerce, Accounting and Finance
The University of Western Australia 2002 — 2006
Bachelor of Computer Science, Information Systems
St.Xavier's Institution 1990 — 2000
HSBC June 2014 - Present
Barclays Investment Bank January 2014 - May 2014
Barclays Capital November 2011 - December 2013
UBS October 2011 - November 2011
KPMG May 2011 - September 2011
KPMG September 2010 - May 2011
KPMG September 2007 - August 2010
Skills
IFRS, Auditing, Internal Audit, Internal Controls, External Audit, Financial Reporting, Financial Analysis, Financial Accounting, Financial Audits, Sarbanes-Oxley Act, Accounting, Assurance, US GAAP, Financial Modeling, Corporate Finance, Big 4, Consolidation, Enterprise Risk..., Due Diligence, GAAP, Risk Management
Education
Institute of Chartered Accountants in England and Wales 2007 — 2010
ACA
The University of Western Australia 2002 — 2006
Bachelor of Commerce, Accounting and Finance
The University of Western Australia 2002 — 2006
Bachelor of Computer Science, Information Systems
St.Xavier's Institution 1990 — 2000
Kelly Smeltzer's UBS Experience August 1992 - June 2003
Job Project Manager at Blue Cross and Blue Shield of Minnesota
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of Minnesota December 2012 - Present
Hollstadt & Associates May 2010 - December 2012
Kitchen Window July 2008 - May 2010
Ebert & Sebastian January 2007 - July 2008
Barbican Consulting June 2004 - September 2006
UBS August 1992 - June 2003
Education
Iowa State University
Blue Cross and Blue Shield of Minnesota December 2012 - Present
Hollstadt & Associates May 2010 - December 2012
Kitchen Window July 2008 - May 2010
Ebert & Sebastian January 2007 - July 2008
Barbican Consulting June 2004 - September 2006
UBS August 1992 - June 2003
Education
Iowa State University
Mitch Douglass's UBS Experience January 2001 - April 2012
Job Vice President, Human Resources Business Partner at Siemens Financial Services
Industry Financial Services
Experience
Siemens Financial Services April 2012 - Present
UBS January 2001 - April 2012
UBS January 2001 - September 2007
American Express November 1988 - January 2001
Quality Business Systems February 1987 - August 1988
Skills
Talent Management, Succession Planning, Performance Management, Employee Relations, Human Resources, Organizational Design, Personnel Management, Training, Executive Coaching, Mergers & Acquisitions, Executive Management, Onboarding, Deferred Compensation, Recruiting, Change Management, Leadership, Workforce Planning
Education
Ithaca College 1983 — 1987
Bachelor of Science, Personnel/Industrial Relations
Siemens Financial Services April 2012 - Present
UBS January 2001 - April 2012
UBS January 2001 - September 2007
American Express November 1988 - January 2001
Quality Business Systems February 1987 - August 1988
Skills
Talent Management, Succession Planning, Performance Management, Employee Relations, Human Resources, Organizational Design, Personnel Management, Training, Executive Coaching, Mergers & Acquisitions, Executive Management, Onboarding, Deferred Compensation, Recruiting, Change Management, Leadership, Workforce Planning
Education
Ithaca College 1983 — 1987
Bachelor of Science, Personnel/Industrial Relations
Andrew Coke's UBS Experience 2000 - 2005
Job Manager at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services ManagerGlobeOp Financial Services2005 - 2010
UBS Investment Bank 2000 - 2005
UBS 2000 - 2005
Education
Iona College 1994 — 1996
GlobeOp Financial Services ManagerGlobeOp Financial Services2005 - 2010
UBS Investment Bank 2000 - 2005
UBS 2000 - 2005
Education
Iona College 1994 — 1996
Nick Macagnone's UBS Experience 2001 - 2008
Job Freelance Graphic Designer
Industry Graphic Design
Experience
Consultant November 2008 - Present
UBS Wealth Management January 2000 - August 2008
UBS 2001 - 2008
American Family Enterprises 1998 - 2000
Education
Iona College 1968 — 1972
BA, History
Consultant November 2008 - Present
UBS Wealth Management January 2000 - August 2008
UBS 2001 - 2008
American Family Enterprises 1998 - 2000
Education
Iona College 1968 — 1972
BA, History
Donal M. Lambe's UBS Experience September 2013 - Present
Job Group Ops Technology Business Management & Program Governance at UBS
Industry Financial Services
Experience
UBS September 2013 - Present
NYSE Euronext October 2012 - September 2013
Bank of America Merrill Lynch 2009 - 2011
Bank of America June 2006 - December 2009
Lehman Brothers November 2000 - 2006
Skills
Financial Analysis, Investment Banking, Banking, Financial Modeling, Financial Reporting, Analysis, Managerial Finance, Financial Services, Process Improvement, Management, Strategy, Finance, Budgets, Valuation, Business Analysis, Due Diligence
Education
Iona College 1998 — 2000
BS: Behavioral Science, Emphasis on Leadership, Management and Organizational Psychology, 3.97
UBS September 2013 - Present
NYSE Euronext October 2012 - September 2013
Bank of America Merrill Lynch 2009 - 2011
Bank of America June 2006 - December 2009
Lehman Brothers November 2000 - 2006
Skills
Financial Analysis, Investment Banking, Banking, Financial Modeling, Financial Reporting, Analysis, Managerial Finance, Financial Services, Process Improvement, Management, Strategy, Finance, Budgets, Valuation, Business Analysis, Due Diligence
Education
Iona College 1998 — 2000
BS: Behavioral Science, Emphasis on Leadership, Management and Organizational Psychology, 3.97
Jared Toren's UBS Experience October 2011 - March 2015
Job Founder and CEO at Proper Wealth Management
Industry Investment Management
Experience
Proper Wealth Management April 2015 - Present
Big Brothers Big Sisters of Central Texas November 2014 - Present
Spout Software, Inc January 2014 - Present
UBS October 2011 - March 2015
Credit Suisse 2010 - 2011
Morgan Stanley Wealth Management February 2010 - October 2010
Eagle Rock Capital, LLC 2007 - May 2009
Echotrade April 2005 - February 2007
Congress Financial June 2003 - March 2005
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
BA, Finance, Economics
Proper Wealth Management April 2015 - Present
Big Brothers Big Sisters of Central Texas November 2014 - Present
Spout Software, Inc January 2014 - Present
UBS October 2011 - March 2015
Credit Suisse 2010 - 2011
Morgan Stanley Wealth Management February 2010 - October 2010
Eagle Rock Capital, LLC 2007 - May 2009
Echotrade April 2005 - February 2007
Congress Financial June 2003 - March 2005
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
BA, Finance, Economics
Manuel Broad's UBS Experience October 1999 - October 2001
Job VP at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon November 2001 - Present
UBS October 1999 - October 2001
Calport Asset Management June 1996 - June 1999
The Prudential Insurance Co. of America June 1990 - June 1996
Skills
Wealth Management, Asset Allocation, Investment Strategies, Fixed Income, Equities, Investments, Investment Management, Wealth Management..., Alternative Investments, Mutual Funds, Asset Managment, Bloomberg, Portfolio Management, Hedge Funds, Private Equity, Financial Analysis, Estate Planning, Due Diligence, Investment Advisory, Asset Management, Finance, Securities
Education
Seton Hall University 1992 — 1995
MBA, Finance
Isenberg School of Management, UMass Amherst 1986 — 1990
BBA, Cum Laude, Finance
East Brunswick
Bank of New York Mellon November 2001 - Present
UBS October 1999 - October 2001
Calport Asset Management June 1996 - June 1999
The Prudential Insurance Co. of America June 1990 - June 1996
Skills
Wealth Management, Asset Allocation, Investment Strategies, Fixed Income, Equities, Investments, Investment Management, Wealth Management..., Alternative Investments, Mutual Funds, Asset Managment, Bloomberg, Portfolio Management, Hedge Funds, Private Equity, Financial Analysis, Estate Planning, Due Diligence, Investment Advisory, Asset Management, Finance, Securities
Education
Seton Hall University 1992 — 1995
MBA, Finance
Isenberg School of Management, UMass Amherst 1986 — 1990
BBA, Cum Laude, Finance
East Brunswick
Vincent King's UBS Experience September 2006 - September 2008
Job Northern Trust Hedge Fund Services
Industry Investment Management
Experience
Northern Trust Corporation September 2008 - Present
UBS September 2006 - September 2008
PricewaterhouseCoopers September 2003 - September 2006
Skills
Hedge Funds, Derivatives, Valuation, Product Control, Equities, Middle Office, Capital Markets, Fixed Income, Investment Banking, Fund Administration, Alternative Investments, Bloomberg, Credit Derivatives, FX Options, Finance, Financial Analysis, Financial Modeling
Education
CFA
Charterholder
Institute of Chartered Accountants in England and Wales
ACA
University of Bristol 1999 — 2003
Mathematics
Northern Trust Corporation September 2008 - Present
UBS September 2006 - September 2008
PricewaterhouseCoopers September 2003 - September 2006
Skills
Hedge Funds, Derivatives, Valuation, Product Control, Equities, Middle Office, Capital Markets, Fixed Income, Investment Banking, Fund Administration, Alternative Investments, Bloomberg, Credit Derivatives, FX Options, Finance, Financial Analysis, Financial Modeling
Education
CFA
Charterholder
Institute of Chartered Accountants in England and Wales
ACA
University of Bristol 1999 — 2003
Mathematics
Scott Berardo's UBS Experience December 2003 - March 2005
Job Owner SDB & Associates LLC
Industry Investment Banking
Experience
SDB and Associates LLC January 2015 - Present
UBS Investment Bank November 2010 - October 2013
UBS Investment Bank December 2003 - October 2010
UBS December 2003 - March 2005
William Raveis Real Estate January 2001 - December 2003
PricewaterhouseCoopers August 1998 - June 2000
Skills
Onboarding, Fixed Income, Equities, Hedge Funds, Investment Banking
Education
Iona College 1985 — 1988
BA, Communications
Resurrection
SDB and Associates LLC January 2015 - Present
UBS Investment Bank November 2010 - October 2013
UBS Investment Bank December 2003 - October 2010
UBS December 2003 - March 2005
William Raveis Real Estate January 2001 - December 2003
PricewaterhouseCoopers August 1998 - June 2000
Skills
Onboarding, Fixed Income, Equities, Hedge Funds, Investment Banking
Education
Iona College 1985 — 1988
BA, Communications
Resurrection
Gabriela Rosario's UBS Experience June 2010 - August 2010
Job Pastry Cook at Fiola da Fabio Trabocchi
Industry Restaurants
Experience
Fiola da Fabio Trabocchi December 2013 - Present
Heavenly Treats March 2012 - January 2013
UBS June 2010 - August 2010
Skills
Social Media, Baking, Fine Dining, Customer Service, Cake Decorating, Microsoft Excel, Research, Public Speaking, Microsoft Office, Close Attention to...
Education
Iona College 2007 — 2011
BBA, International Business
Fiola da Fabio Trabocchi December 2013 - Present
Heavenly Treats March 2012 - January 2013
UBS June 2010 - August 2010
Skills
Social Media, Baking, Fine Dining, Customer Service, Cake Decorating, Microsoft Excel, Research, Public Speaking, Microsoft Office, Close Attention to...
Education
Iona College 2007 — 2011
BBA, International Business
Patrick Moroney's UBS Experience 1996 - 2004
Job Chief Operating Officer at Lucerne Capital Management, LLC
Industry Financial Services
Experience
Lucerne Capital Management, LLC April 2014 - Present
Westport, CT - Event Driven Hedge Fund February 2013 - April 2014
Sankofa Capital September 2011 - January 2013
Cura Capital Management, LLC November 2004 - September 2011
UBS 1996 - 2004
Paloma Partners 1994 - 1996
Skills
Hedge Funds, Equities, Private Equity, Alternative Investments, Portfolio Management, Investment Banking, Asset Managment, Capital Markets, Valuation, Fixed Income, Financial Modeling, Investments, Derivatives, Fund Of Funds, Corporate Finance, Financial Analysis, Investment Management, Due Diligence, Investor Relations, Trading, Bloomberg, Finance, Mutual Funds, Securities, Asset Management, Hedging
Education
Iona College 1991 — 1995
Master of Business Administration (MBA), Finance
Iona College 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Lucerne Capital Management, LLC April 2014 - Present
Westport, CT - Event Driven Hedge Fund February 2013 - April 2014
Sankofa Capital September 2011 - January 2013
Cura Capital Management, LLC November 2004 - September 2011
UBS 1996 - 2004
Paloma Partners 1994 - 1996
Skills
Hedge Funds, Equities, Private Equity, Alternative Investments, Portfolio Management, Investment Banking, Asset Managment, Capital Markets, Valuation, Fixed Income, Financial Modeling, Investments, Derivatives, Fund Of Funds, Corporate Finance, Financial Analysis, Investment Management, Due Diligence, Investor Relations, Trading, Bloomberg, Finance, Mutual Funds, Securities, Asset Management, Hedging
Education
Iona College 1991 — 1995
Master of Business Administration (MBA), Finance
Iona College 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Robert Rynd's UBS Experience December 1999 - January 2002
Job SVP, Head of Corporates & Government Market Development, Americas
Industry Capital Markets
Experience
Thomson Reuters December 2013 - Present
Thomson Reuters June 2013 - November 2013
Thomson Reuters April 2010 - May 2013
Thomson Reuters 2006 - April 2010
Thomson Reuters March 2004 - 2006
UBS December 1999 - January 2002
Morgan Stanley 1997 - 1999
Skills
Investor Relations, Competitive Intelligence, Competitive Analysis, Capital Markets, Business Strategy, Strategic Partnerships, Mergers & Acquisitions, Venture Capital, Valuation, Start-ups, Finance, Entrepreneurship, Financial Services, Investments, Team Management, Management Consulting, Analysis, Strategy, Strategic Planning, Market Analysis
Education
Isenberg School of Management, UMass Amherst
B.B.A, Finance
Thomson Reuters December 2013 - Present
Thomson Reuters June 2013 - November 2013
Thomson Reuters April 2010 - May 2013
Thomson Reuters 2006 - April 2010
Thomson Reuters March 2004 - 2006
UBS December 1999 - January 2002
Morgan Stanley 1997 - 1999
Skills
Investor Relations, Competitive Intelligence, Competitive Analysis, Capital Markets, Business Strategy, Strategic Partnerships, Mergers & Acquisitions, Venture Capital, Valuation, Start-ups, Finance, Entrepreneurship, Financial Services, Investments, Team Management, Management Consulting, Analysis, Strategy, Strategic Planning, Market Analysis
Education
Isenberg School of Management, UMass Amherst
B.B.A, Finance
Maren Faiella's UBS Experience 2001 - 2003
Job Licensed Real Estate Salesperson at Brown Harris Stevens
Industry Real Estate
Experience
Brown Harris Stevens September 2015 - Present
Christie Property Group, LLC March 2015 - September 2015
RBC December 2013 - July 2014
Westpac March 2010 - April 2013
RBS Greenwich Capital 2004 - 2006
UBS 2001 - 2003
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Equities, Corporate Finance, Fixed Income, Private Equity, Portfolio Management, Derivatives, Financial Analysis, Investments, Hedge Funds, Bloomberg, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Real Estate
Isenberg School of Management, UMass Amherst 1997 — 2001
Bachelors, Finance
Brown Harris Stevens September 2015 - Present
Christie Property Group, LLC March 2015 - September 2015
RBC December 2013 - July 2014
Westpac March 2010 - April 2013
RBS Greenwich Capital 2004 - 2006
UBS 2001 - 2003
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Equities, Corporate Finance, Fixed Income, Private Equity, Portfolio Management, Derivatives, Financial Analysis, Investments, Hedge Funds, Bloomberg, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Real Estate
Isenberg School of Management, UMass Amherst 1997 — 2001
Bachelors, Finance
Leon Rowe's UBS Experience April 2011 - November 2013
Job Operations Specialist at Brownstone Investment Group, LLC
Industry Financial Services
Experience
Brownstone Investment Group, LLC November 2013 - Present
UBS April 2011 - November 2013
Morgan Stanley Investment Management January 2007 - September 2010
Morgan Stanley Investment Management January 2006 - January 2007
Morgan Stanley Investment Management 2002 - 2005
Morgan Stanley Investment Management January 2000 - January 2002
Skills
Accounting, Equities, Fixed Income, Investments, Finance, Analysis, Financial Risk, Risk Management, Training, Account Reconciliation, Securities, Financial Services, Mergers & Acquisitions, Corporate Actions, Securities Lending, Prime Brokerage, Bloomberg
Education
Iona College 1996 — 2000
BA, Business Administration and Management, General
Brownstone Investment Group, LLC November 2013 - Present
UBS April 2011 - November 2013
Morgan Stanley Investment Management January 2007 - September 2010
Morgan Stanley Investment Management January 2006 - January 2007
Morgan Stanley Investment Management 2002 - 2005
Morgan Stanley Investment Management January 2000 - January 2002
Skills
Accounting, Equities, Fixed Income, Investments, Finance, Analysis, Financial Risk, Risk Management, Training, Account Reconciliation, Securities, Financial Services, Mergers & Acquisitions, Corporate Actions, Securities Lending, Prime Brokerage, Bloomberg
Education
Iona College 1996 — 2000
BA, Business Administration and Management, General
Vikas Agarwal's UBS Experience July 2014 - Present
Job Senior Consulting ManagerRisk and Compliance at Wipro
Industry Information Technology and Services
Experience
UBS July 2014 - Present
UBS August 2013 - Present
KeyBank July 2011 - August 2013
JPMorgan Chase April 2011 - June 2011
JPMorgan Chase December 2010 - March 2011
JPMorgan Chase April 2010 - November 2010
Cognizant Technology Solutions September 2009 - March 2010
Wells Fargo July 2008 - August 2009
Wells Fargo April 2008 - June 2008
ICRA Techno Analytics Ltd. January 2008 - April 2008
Skills
Business Development, Business Analysis, Pre-sales, Risk Management, Requirements Analysis, Requirements Gathering, Software Project..., SDLC, Financial Risk, Solution Architecture, SOA, IT Strategy, Process Consulting, Global Delivery, Vendor Management, PL/SQL, Gap Analysis, Business Intelligence, Six Sigma, Market Risk, Capital Markets, CRM, Counterparty Risk, Derivatives, Basel II, Investment Banking, Banking, Basel III, Liquidity Risk, Compliance, Financial Risk..., Fixed Income, Portfolio Management, Credit Risk, Equities, Trading, Visio, FX Options, Analysis, Credit, SharePoint, Management Consulting, Strategy
Education
National Institute of Industrial Engineering 2006 — 2008
MBA, Finance and Systems, First Class
Jadavpur University 2000 — 2004
Bachelor of Engineering (B.E.), Electronics & Telecommunications Engg., First Class
UBS July 2014 - Present
UBS August 2013 - Present
KeyBank July 2011 - August 2013
JPMorgan Chase April 2011 - June 2011
JPMorgan Chase December 2010 - March 2011
JPMorgan Chase April 2010 - November 2010
Cognizant Technology Solutions September 2009 - March 2010
Wells Fargo July 2008 - August 2009
Wells Fargo April 2008 - June 2008
ICRA Techno Analytics Ltd. January 2008 - April 2008
Skills
Business Development, Business Analysis, Pre-sales, Risk Management, Requirements Analysis, Requirements Gathering, Software Project..., SDLC, Financial Risk, Solution Architecture, SOA, IT Strategy, Process Consulting, Global Delivery, Vendor Management, PL/SQL, Gap Analysis, Business Intelligence, Six Sigma, Market Risk, Capital Markets, CRM, Counterparty Risk, Derivatives, Basel II, Investment Banking, Banking, Basel III, Liquidity Risk, Compliance, Financial Risk..., Fixed Income, Portfolio Management, Credit Risk, Equities, Trading, Visio, FX Options, Analysis, Credit, SharePoint, Management Consulting, Strategy
Education
National Institute of Industrial Engineering 2006 — 2008
MBA, Finance and Systems, First Class
Jadavpur University 2000 — 2004
Bachelor of Engineering (B.E.), Electronics & Telecommunications Engg., First Class
John Annunziata's UBS Experience October 2005 - Present
Job Executive Director at UBS
Industry Accounting
Experience
UBS October 2005 - Present
The ALEA Group May 2002 - October 2005
Ernst & Young October 1995 - April 2002
Skills
FINRA Series 99 -..., Microsoft Excel, Financial Reporting, Internal Controls, Financial Modeling, Financial Analysis, Auditing, Strategic Financial..., Corporate Finance, SEC filings, US GAAP, IFRS, Financial Accounting, Enterprise Risk..., Sarbanes-Oxley Act, Accounting, Finance
Education
Iona College 1991 — 1995
Bachelors, Accounting
UBS October 2005 - Present
The ALEA Group May 2002 - October 2005
Ernst & Young October 1995 - April 2002
Skills
FINRA Series 99 -..., Microsoft Excel, Financial Reporting, Internal Controls, Financial Modeling, Financial Analysis, Auditing, Strategic Financial..., Corporate Finance, SEC filings, US GAAP, IFRS, Financial Accounting, Enterprise Risk..., Sarbanes-Oxley Act, Accounting, Finance
Education
Iona College 1991 — 1995
Bachelors, Accounting
Marjan Faruque's UBS Experience September 2008 - December 2008
Job Analyst at CME Group
Industry Financial Services
Experience
CME Group May 2014 - Present
Markit June 2011 - April 2014
Abbott House March 2010 - June 2011
Abbott House November 2009 - February 2010
UBS September 2008 - December 2008
Skills
Financial Analysis, Auditing, Microsoft Excel, Microsoft Office, Internal Audit, Microsoft Word, Customer Service, Finance, Management, PowerPoint, Accounting, Analysis, Payroll, System Administration, Derivatives, Portfolio Management
Education
Iona College 2006 — 2010
BBA, Finance
CME Group May 2014 - Present
Markit June 2011 - April 2014
Abbott House March 2010 - June 2011
Abbott House November 2009 - February 2010
UBS September 2008 - December 2008
Skills
Financial Analysis, Auditing, Microsoft Excel, Microsoft Office, Internal Audit, Microsoft Word, Customer Service, Finance, Management, PowerPoint, Accounting, Analysis, Payroll, System Administration, Derivatives, Portfolio Management
Education
Iona College 2006 — 2010
BBA, Finance
Mustafa Pachisa's UBS Experience 2005 - 2010
Job VP at Bank of America
Industry Financial Services
Experience
Bank of America April 2014 - Present
Citibank November 2010 - March 2014
Morgan Stanley Smith Barney July 2010 - November 2010
UBS 2005 - 2010
Infosys 2004 - 2006
Nucsoft Ltd January 2003 - January 2004
Medicomp Technologies September 2000 - December 2002
Education
St Paul's School Udaipur 1987 — 1995
Jai Narain Vyas University
Bank of America April 2014 - Present
Citibank November 2010 - March 2014
Morgan Stanley Smith Barney July 2010 - November 2010
UBS 2005 - 2010
Infosys 2004 - 2006
Nucsoft Ltd January 2003 - January 2004
Medicomp Technologies September 2000 - December 2002
Education
St Paul's School Udaipur 1987 — 1995
Jai Narain Vyas University
Shaziya Omar's UBS Experience January 2007 - June 2007
Job Consultant Deloitte & Touché
Industry Financial Services
Experience
Deloitte & Touché LLP November 2013 - Present
Financial Industry Regulatory Authority April 2013 - October 2013
Financial Industry Regulatory Authority June 2009 - March 2012
Financial Industry Regulatory Authority June 2008 - May 2009
New York Stock Exchange June 2006 - May 2008
UBS January 2007 - June 2007
Skills
FINRA, Broker Dealer, Auditing, Microsoft Word, Microsoft Excel, Compliance, Broker-Dealer, Internal Controls, Securities, Trading Systems, Investments, Capital Markets
Education
Iona College 2005 — 2007
Bachelor of Business Administration (BBA), Finance
Deloitte & Touché LLP November 2013 - Present
Financial Industry Regulatory Authority April 2013 - October 2013
Financial Industry Regulatory Authority June 2009 - March 2012
Financial Industry Regulatory Authority June 2008 - May 2009
New York Stock Exchange June 2006 - May 2008
UBS January 2007 - June 2007
Skills
FINRA, Broker Dealer, Auditing, Microsoft Word, Microsoft Excel, Compliance, Broker-Dealer, Internal Controls, Securities, Trading Systems, Investments, Capital Markets
Education
Iona College 2005 — 2007
Bachelor of Business Administration (BBA), Finance
Rajat Luthra's UBS Experience November 2007 - October 2008
Job Software Quality Assurance at Apple
Industry Information Technology and Services
Experience
PayPal April 2012 - April 2014
American Express August 2010 - April 2012
American Express August 2009 - July 2010
American Express April 2009 - July 2009
American Express November 2008 - March 2009
UBS November 2007 - October 2008
JPMorgan Chase September 2005 - October 2007
Skills
Test Automation, Performance Testing, Manual Testing, Business Analytics, User Acceptance Testing, System Integration..., Unit Testing, Test Management, Quality Center, Test Planning, QTP, Testing, Test Execution, Requirements Analysis, Non-functional Testing, Data Warehousing, SDLC, System Testing, Agile Methodologies, Software Quality..., Regression Testing, Test Strategy, Quality Assurance, Test Cases, Requirements Gathering, SQL, Core Java, Process Improvement, Linux, Functional Testing, Test Estimation, Web Services, Software Development, Business Intelligence, Oracle, Java, PL/SQL, Unix, Software Project..., Scrum, Business Analysis, Selenium, Defect Tracking, JIRA
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Master of Business Administration (MBA)
Institute of Technology and Management 2001 — 2005
Bachelor of Engineering
Kendriya Vidyalaya 1990 — 2001
1st to 12th grade
PayPal April 2012 - April 2014
American Express August 2010 - April 2012
American Express August 2009 - July 2010
American Express April 2009 - July 2009
American Express November 2008 - March 2009
UBS November 2007 - October 2008
JPMorgan Chase September 2005 - October 2007
Skills
Test Automation, Performance Testing, Manual Testing, Business Analytics, User Acceptance Testing, System Integration..., Unit Testing, Test Management, Quality Center, Test Planning, QTP, Testing, Test Execution, Requirements Analysis, Non-functional Testing, Data Warehousing, SDLC, System Testing, Agile Methodologies, Software Quality..., Regression Testing, Test Strategy, Quality Assurance, Test Cases, Requirements Gathering, SQL, Core Java, Process Improvement, Linux, Functional Testing, Test Estimation, Web Services, Software Development, Business Intelligence, Oracle, Java, PL/SQL, Unix, Software Project..., Scrum, Business Analysis, Selenium, Defect Tracking, JIRA
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Master of Business Administration (MBA)
Institute of Technology and Management 2001 — 2005
Bachelor of Engineering
Kendriya Vidyalaya 1990 — 2001
1st to 12th grade
Miguel Coll's UBS Experience September 1996 - Present
Job Senior Vice President of Investments at UBS
Industry Financial Services
Experience
UBS September 1996 - Present
Skills
Fixed Annuities, Bonds, Investments, Strategic Planning, Series 7, Mergers & Acquisitions, Wealth Management, Private Equity, Negotiation, Securities, Asset Management, Estate Planning, Fixed Income, Asset Allocation, Retirement Planning, Investment Banking, Investment Advisory, Mutual Funds, Strategic Financial..., Business Planning, Business Strategy, Portfolio Management
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1981 — 1985
UBS September 1996 - Present
Skills
Fixed Annuities, Bonds, Investments, Strategic Planning, Series 7, Mergers & Acquisitions, Wealth Management, Private Equity, Negotiation, Securities, Asset Management, Estate Planning, Fixed Income, Asset Allocation, Retirement Planning, Investment Banking, Investment Advisory, Mutual Funds, Strategic Financial..., Business Planning, Business Strategy, Portfolio Management
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1981 — 1985
Nicole Penar's UBS Experience December 2009 - July 2010
Job JA BizTown® Program Manager at Junior Achievement of Northern Indiana
Industry Financial Services
Experience
Junior Achievement of Northern Indiana November 2013 - Present
Junior Achievement of Northern Indiana February 2013 - November 2013
Shelton Financial Group July 2010 - February 2013
UBS December 2009 - July 2010
Skills
Operations, Time Management, Customer Service, Microsoft Excel, Marketing, Microsoft Word, Sales, Recruiting, Attention To Detail, Organizing, Decision Making, Listening Skills, Problem Solving, Program Management, Training, Fundraising, Entrepreneurship, Event Planning, Leadership, Public Speaking, Nonprofits, Volunteer Management, Public Relations, Management
Education
Indiana University-Purdue University at Fort Wayne 2006 — 2010
BS, Organizational Leadership & Supervision
Notre Dame College 2004 — 2006
Bishop Dwenger High School 2000 — 2004
Junior Achievement of Northern Indiana November 2013 - Present
Junior Achievement of Northern Indiana February 2013 - November 2013
Shelton Financial Group July 2010 - February 2013
UBS December 2009 - July 2010
Skills
Operations, Time Management, Customer Service, Microsoft Excel, Marketing, Microsoft Word, Sales, Recruiting, Attention To Detail, Organizing, Decision Making, Listening Skills, Problem Solving, Program Management, Training, Fundraising, Entrepreneurship, Event Planning, Leadership, Public Speaking, Nonprofits, Volunteer Management, Public Relations, Management
Education
Indiana University-Purdue University at Fort Wayne 2006 — 2010
BS, Organizational Leadership & Supervision
Notre Dame College 2004 — 2006
Bishop Dwenger High School 2000 — 2004
Ghanem Daibes's UBS Experience May 2015 - Present
Job Associated Director at UBS
Industry Media Production
Experience
UBS May 2015 - Present
Multigrain Media November 2013 - Present
The Wall Street Journal March 2013 - May 2015
Vidicom September 2012 - June 2013
Vidicom November 2010 - September 2012
Vidicom August 2010 - November 2010
MTV Networks November 2009 - January 2010
Skills
Video Production, Video Editing, Post Production, Final Cut Pro, Videography, Journalism, Adobe Creative Suite, Avid Media Composer, Social Media, Media Production, Editing, Camera Operator, Documentaries, Camera Operating, Multimedia, Video, Directing, Production Managment, Production Management, Television Production, Producing, Final Cut Studio, Film Production, Camera, Broadcast Television, Broadcast, Field Producing, Television, Live Show Editing, Photography, Editorial, Avid, Web Video, Digital Video, Camera Operation, Digital Media, Social Networking, Social Media Marketing, Photoshop, Publishing, New Media
Education
Ithaca College 2006 — 2010
Bachelor of Science, TV/Radio: Video Production
High Tech High School 2000 — 2004
Video Production
Horace Mann Elementary School 1991 — 2000
UBS May 2015 - Present
Multigrain Media November 2013 - Present
The Wall Street Journal March 2013 - May 2015
Vidicom September 2012 - June 2013
Vidicom November 2010 - September 2012
Vidicom August 2010 - November 2010
MTV Networks November 2009 - January 2010
Skills
Video Production, Video Editing, Post Production, Final Cut Pro, Videography, Journalism, Adobe Creative Suite, Avid Media Composer, Social Media, Media Production, Editing, Camera Operator, Documentaries, Camera Operating, Multimedia, Video, Directing, Production Managment, Production Management, Television Production, Producing, Final Cut Studio, Film Production, Camera, Broadcast Television, Broadcast, Field Producing, Television, Live Show Editing, Photography, Editorial, Avid, Web Video, Digital Video, Camera Operation, Digital Media, Social Networking, Social Media Marketing, Photoshop, Publishing, New Media
Education
Ithaca College 2006 — 2010
Bachelor of Science, TV/Radio: Video Production
High Tech High School 2000 — 2004
Video Production
Horace Mann Elementary School 1991 — 2000
Pavan Vaswani's UBS Experience 1999 - 2000
Job Managing Member at KDV Strategic Partners, LLC
Industry Investment Management
Experience
KDV Strategic Partners, LLC April 2011 - Present
Davidson Kempner Capital Management August 2007 - March 2011
DKR Capital 2001 - 2007
UBS 1999 - 2000
Education
University of Bridgeport 1997 — 2001
Business
Jai Hind College 1994 — 1997
Science
St. Theresa's High School
KDV Strategic Partners, LLC April 2011 - Present
Davidson Kempner Capital Management August 2007 - March 2011
DKR Capital 2001 - 2007
UBS 1999 - 2000
Education
University of Bridgeport 1997 — 2001
Business
Jai Hind College 1994 — 1997
Science
St. Theresa's High School
Lynn Marchiafava's UBS Experience September 2008 - May 2009
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi June 2013 - Present
Citi January 2011 - Present
Morgan Stanley September 2009 - December 2009
UBS September 2008 - May 2009
Skills
Financial Analysis, Banking, Bloomberg, Microsoft Excel, Customer Service, Finance
Education
Iona College 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Citi June 2013 - Present
Citi January 2011 - Present
Morgan Stanley September 2009 - December 2009
UBS September 2008 - May 2009
Skills
Financial Analysis, Banking, Bloomberg, Microsoft Excel, Customer Service, Finance
Education
Iona College 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Mariana Zarur Graf's UBS Experience October 2010 - July 2011
Job EM Fixed Income Sales, VP en Jefferies & Company
Industry Banking
Experience
Jefferies & Company January 2013 - Present
UBS Securities Co., Ltd August 2012 - December 2012
UBS Investment Bank June 2011 - June 2012
UBS October 2010 - July 2011
Banco de México November 2006 - September 2010
Education
ITAM 2008 — 2010
Master in Finance
ITAM 2002 — 2007
BA, Economics
Jefferies & Company January 2013 - Present
UBS Securities Co., Ltd August 2012 - December 2012
UBS Investment Bank June 2011 - June 2012
UBS October 2010 - July 2011
Banco de México November 2006 - September 2010
Education
ITAM 2008 — 2010
Master in Finance
ITAM 2002 — 2007
BA, Economics
Daniel Goldsmith, CRPC(c), CSNA's UBS Experience 2001 - 2008
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
UBS 2001 - 2008
Skills
Wealth Management, Alternative Investments, Retirement Planning, Investment Strategies, Portfolio Management, Asset Allocation, Asset Management, Bloomberg, Equities, Estate Planning, Finance, Fixed Income, Hedge Funds, Investments, Mutual Funds, Options, Retirement, Securities, Series 63, Series 7, Small Business, Strategic Planning
Education
Iona College 1980 — 1985
BS, Public Accounting
Blessed Sacrament
Merrill Lynch 2008 - Present
UBS 2001 - 2008
Skills
Wealth Management, Alternative Investments, Retirement Planning, Investment Strategies, Portfolio Management, Asset Allocation, Asset Management, Bloomberg, Equities, Estate Planning, Finance, Fixed Income, Hedge Funds, Investments, Mutual Funds, Options, Retirement, Securities, Series 63, Series 7, Small Business, Strategic Planning
Education
Iona College 1980 — 1985
BS, Public Accounting
Blessed Sacrament
James D'Amora's UBS Experience September 2010 - Present
Job Intern at UBS
Industry Financial Services
Experience
UBS September 2010 - Present
Xerox Corporation May 2010 - August 2010
Education
Iona College 2007 — 2011
UBS September 2010 - Present
Xerox Corporation May 2010 - August 2010
Education
Iona College 2007 — 2011
Raz Galian's UBS Experience September 2013 - December 2014
Job Equity Derivatives
Industry Financial Services
Experience
Bay Crest Partners September 2015 - Present
UBS September 2013 - December 2014
UBS April 2011 - September 2013
UBS June 2010 - March 2011
Skills
Series 7, Series 63, Equities, Investments, Financial Analysis, Trading, Mutual Funds, Hedge Funds, Bloomberg, Asset Allocation, Bloomberg Terminal, Securities, Derivatives, Investment Banking, Wealth Management, Swaps, Middle Office, ETFs, Credit Derivatives, Equity Derivatives, Options
Education
Iona College
Bachelor of Business Administration, Finance
Emerson Jr. Sr. High School 2000 — 2006
Bay Crest Partners September 2015 - Present
UBS September 2013 - December 2014
UBS April 2011 - September 2013
UBS June 2010 - March 2011
Skills
Series 7, Series 63, Equities, Investments, Financial Analysis, Trading, Mutual Funds, Hedge Funds, Bloomberg, Asset Allocation, Bloomberg Terminal, Securities, Derivatives, Investment Banking, Wealth Management, Swaps, Middle Office, ETFs, Credit Derivatives, Equity Derivatives, Options
Education
Iona College
Bachelor of Business Administration, Finance
Emerson Jr. Sr. High School 2000 — 2006
Paul Somma's UBS Experience June 2009 - June 2014
Job Head of Exchange Traded Notes at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2014 - Present
UBS June 2009 - June 2014
Deutsche Bank Securities June 2007 - October 2008
Bank of America September 2003 - June 2007
Deutsche Bank Securities July 1999 - September 2003
Skills
Equity Derivatives, Equities, Derivatives, Capital Markets, Options, Securities, Structured Products, Asset Management
Education
INSEAD
MBA
McGill University
Bachelor of Civil Law and Bachelor of Laws
McGill University
Bachelor of Commerce
Credit Suisse June 2014 - Present
UBS June 2009 - June 2014
Deutsche Bank Securities June 2007 - October 2008
Bank of America September 2003 - June 2007
Deutsche Bank Securities July 1999 - September 2003
Skills
Equity Derivatives, Equities, Derivatives, Capital Markets, Options, Securities, Structured Products, Asset Management
Education
INSEAD
MBA
McGill University
Bachelor of Civil Law and Bachelor of Laws
McGill University
Bachelor of Commerce
Marialena Izzo's UBS Experience October 2009 - April 2010
Job Investor Service/Client Service Representative
Industry Financial Services
Experience
Lord, Abbett & Co. LLC January 2014 - Present
Morgan Stanley April 2013 - October 2013
International Fund Services (NA) LLC, A State Street Company March 2012 - April 2013
Arthur Avenue Pharmacy March 2004 - March 2012
UBS October 2009 - April 2010
Skills
Proficient in Microsoft..., Portfolio Management, Microsoft Excel, Financial Analysis, Investments, PowerPoint, Access, Microsoft Office, Account Reconciliation, Accounting, Data Analysis, Asset Management
Education
Iona College 2006 — 2011
MBA, Finance, Marketing, International Business
Lord, Abbett & Co. LLC January 2014 - Present
Morgan Stanley April 2013 - October 2013
International Fund Services (NA) LLC, A State Street Company March 2012 - April 2013
Arthur Avenue Pharmacy March 2004 - March 2012
UBS October 2009 - April 2010
Skills
Proficient in Microsoft..., Portfolio Management, Microsoft Excel, Financial Analysis, Investments, PowerPoint, Access, Microsoft Office, Account Reconciliation, Accounting, Data Analysis, Asset Management
Education
Iona College 2006 — 2011
MBA, Finance, Marketing, International Business
Shawn Hapanowicz's UBS Experience May 2003 - October 2007
Job Private Banker at Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A. April 2011 - Present
Wells Fargo Advisors March 2009 - March 2011
Wells Fargo Advisors November 2007 - February 2009
UBS May 2003 - October 2007
UPS Capital February 2002 - February 2003
UPS Capital October 2000 - February 2002
The Boston Company Asset Management, LLC 1994 - 2000
Education
Loyola University Maryland
Master's degree, Finance, General
Ithaca College 1986 — 1990
Bachelor's degree, International Business
Morgan Stanley Private Bank, N.A. April 2011 - Present
Wells Fargo Advisors March 2009 - March 2011
Wells Fargo Advisors November 2007 - February 2009
UBS May 2003 - October 2007
UPS Capital February 2002 - February 2003
UPS Capital October 2000 - February 2002
The Boston Company Asset Management, LLC 1994 - 2000
Education
Loyola University Maryland
Master's degree, Finance, General
Ithaca College 1986 — 1990
Bachelor's degree, International Business
Katie Beavan's UBS Experience May 2013 - Present
Job Managing Director Global Head of Talent (IB) & Head of Talent Americas at UBS Bank
Industry Human Resources
Experience
UBS May 2013 - Present
Arete Partners June 2012 - April 2013
Russell Investments July 2009 - June 2012
Schaffer Consulting June 1998 - June 2009
Morgan Stanley May 1993 - June 1998
BAE Systems January 1988 - May 1993
HSBC January 1985 - January 1988
Skills
Executive Coaching, Organizational..., Talent Management, Organizational..., Change Management, Human Resources, Succession Planning, Training, Coaching, Organizational Design, Leadership Development, Culture Change, Program Management, Workshop Facilitation, Business Process..., Team Building, Employee Engagement, Leadership, Strategy
Education
University of Cambridge 1979 — 1982
Bachelor's degree and Master's degree in History, History
INSEAD 2012 — 2014
Masters in Clinical Organizational Psychology, Organizational Behavior Studies, Distinction
University of the West of England 2014 — 2019
Faculty of Business and Law, PhD (part-time) in Organization Studies
Tavistock Institute 1996 — 1997
Masters in Psychotherapy Theory and Practice, Clinical Psychology
London University 1983 — 1985
Post Graduate Diploma in Personnel Management, Human Resources Management and Services, Distinction
UBS May 2013 - Present
Arete Partners June 2012 - April 2013
Russell Investments July 2009 - June 2012
Schaffer Consulting June 1998 - June 2009
Morgan Stanley May 1993 - June 1998
BAE Systems January 1988 - May 1993
HSBC January 1985 - January 1988
Skills
Executive Coaching, Organizational..., Talent Management, Organizational..., Change Management, Human Resources, Succession Planning, Training, Coaching, Organizational Design, Leadership Development, Culture Change, Program Management, Workshop Facilitation, Business Process..., Team Building, Employee Engagement, Leadership, Strategy
Education
University of Cambridge 1979 — 1982
Bachelor's degree and Master's degree in History, History
INSEAD 2012 — 2014
Masters in Clinical Organizational Psychology, Organizational Behavior Studies, Distinction
University of the West of England 2014 — 2019
Faculty of Business and Law, PhD (part-time) in Organization Studies
Tavistock Institute 1996 — 1997
Masters in Psychotherapy Theory and Practice, Clinical Psychology
London University 1983 — 1985
Post Graduate Diploma in Personnel Management, Human Resources Management and Services, Distinction
Kelly Varnum's UBS Experience June 2012 - Present
Job Intern at UBS
Industry Financial Services
Experience
UBS June 2012 - Present
Education
Iona College 2009 — 2013
UBS June 2012 - Present
Education
Iona College 2009 — 2013
James Oates's UBS Experience March 2010 - Present
Job Head Group Internal Audit at UBS
Industry Financial Services
Experience
UBS March 2010 - Present
UBS May 2007 - November 2010
UBS May 2005 - May 2007
UBS September 2002 - May 2005
Credit Suisse November 2001 - September 2002
DLJ International August 1998 - November 2001
Donaldson, Lufkin & Jenrette February 1994 - August 1998
Skills
Financial Analysis, Internal Audit, Internal Controls, Financial Risk, Risk Management, Operational Risk, Financial Reporting, Enterprise Risk..., Auditing, Financial Modeling, Sarbanes-Oxley Act, IFRS, Operational Risk..., Corporate Finance, Accounting, Banking, Strategic Financial..., Finance, Financial Audits, Financial Accounting
Education
Iona College 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
UBS March 2010 - Present
UBS May 2007 - November 2010
UBS May 2005 - May 2007
UBS September 2002 - May 2005
Credit Suisse November 2001 - September 2002
DLJ International August 1998 - November 2001
Donaldson, Lufkin & Jenrette February 1994 - August 1998
Skills
Financial Analysis, Internal Audit, Internal Controls, Financial Risk, Risk Management, Operational Risk, Financial Reporting, Enterprise Risk..., Auditing, Financial Modeling, Sarbanes-Oxley Act, IFRS, Operational Risk..., Corporate Finance, Accounting, Banking, Strategic Financial..., Finance, Financial Audits, Financial Accounting
Education
Iona College 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Ajay Desai's UBS Experience November 2011 - Present
Job Managing Director UBS Private Wealth Management
Industry Financial Services
Experience
UBS November 2011 - Present
Morgan Stanley Smith Barney November 2005 - November 2011
Merrill Lynch August 1999 - November 2004
Accenture May 1991 - March 1993
Education
University of Chicago 1995 — 1998
Masters of Business Administration, Finance, Accounting
Iowa State University 1986 — 1991
Bachelor of Business Administration, Finance
UBS November 2011 - Present
Morgan Stanley Smith Barney November 2005 - November 2011
Merrill Lynch August 1999 - November 2004
Accenture May 1991 - March 1993
Education
University of Chicago 1995 — 1998
Masters of Business Administration, Finance, Accounting
Iowa State University 1986 — 1991
Bachelor of Business Administration, Finance
Anthony Ceci's UBS Experience July 1999 - Present
Job Director Group Tax at UBS
Industry Financial Services
Experience
UBS July 1999 - Present
Skills
Communication Skills, Financial Services, Corporate Tax
Education
Iona College
BBA
St. John's University
MBA - Taxation
UBS July 1999 - Present
Skills
Communication Skills, Financial Services, Corporate Tax
Education
Iona College
BBA
St. John's University
MBA - Taxation
Arthur Gharibian's UBS Experience March 2015 - June 2015
Job Valuation Associate at CBRE
Industry Financial Services
Experience
CBRE September 2015 - Present
UBS March 2015 - June 2015
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Finance, Investments
Education
University of California, Los Angeles 2013 — 2015
Bachelor of Arts (B.A.), Economics
Irvine Valley College 2012 — 2013
Associate of Arts (A.A.), Business Administration
CBRE September 2015 - Present
UBS March 2015 - June 2015
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Finance, Investments
Education
University of California, Los Angeles 2013 — 2015
Bachelor of Arts (B.A.), Economics
Irvine Valley College 2012 — 2013
Associate of Arts (A.A.), Business Administration
Joseph Colburn's UBS Experience September 2002 - August 2006
Job Field System Support Technician at Fresenius Medical Care
Industry Hospital & Health Care
Experience
Fresenius Medical Care August 2006 - Present
UBS September 2002 - August 2006
Nortel Networks June 1997 - December 2001
Skills
Team Leadership, EMR, Healthcare Information..., Project Coordination
Education
University of Phoenix 2012 — 2014
Bachelor's degree, Computer Systems Analysis/Analyst
ITT Technical Institute-Nashville 2000 — 2002
Associate of Science (A.S.), Computer Systems Networking and Telecommunications
Fresenius Medical Care August 2006 - Present
UBS September 2002 - August 2006
Nortel Networks June 1997 - December 2001
Skills
Team Leadership, EMR, Healthcare Information..., Project Coordination
Education
University of Phoenix 2012 — 2014
Bachelor's degree, Computer Systems Analysis/Analyst
ITT Technical Institute-Nashville 2000 — 2002
Associate of Science (A.S.), Computer Systems Networking and Telecommunications
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.