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
Abraham Pacheco Abraham Pacheco's UBS Experience June 2011 - August 2011
Job Costumer Service Executive.
Industry Hospitality
Experience
Booking.com February 2015 - Present
AT&T April 2014 - March 2015
Gap Inc. November 2011 - April 2014
UBS June 2011 - August 2011
Education
Laguardia Community College 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General
Booking.com February 2015 - Present
AT&T April 2014 - March 2015
Gap Inc. November 2011 - April 2014
UBS June 2011 - August 2011
Education
Laguardia Community College 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General
Karen Eshliman Karen Eshliman's UBS Experience January 2002 - September 2003
Job Executive Assistant at Kilpatrick Operating LLC
Industry Executive Office
Experience
Kilpatrick Operating LLC January 2014 - Present
Alere, Inc. August 2012 - January 2014
Alere, Inc. April 2010 - August 2012
LabAdvantage LLC/LabMD (Start Up) September 2003 - February 2010
UBS January 2002 - September 2003
Merrill Lynch January 2001 - January 2002
Merrill Lynch September 1991 - December 2001
Skills
Process Improvement, Strategic Financial..., Strategic Planning, Finance, Financial Reporting, Accounting, Cash Management, Executive..., Human Resources, Forecasting, Compliance, Change Management, PeopleSoft, Data Analysis, Financial Services, Executive Level..., QuickBooks, Office Management, Office Administration, ADP, Sales, Training, Marketing, Payroll, Customer Service, Leadership, Healthcare, Account Management, Microsoft Office, Management
Education
Lamar University
South Park HS
Kilpatrick Operating LLC January 2014 - Present
Alere, Inc. August 2012 - January 2014
Alere, Inc. April 2010 - August 2012
LabAdvantage LLC/LabMD (Start Up) September 2003 - February 2010
UBS January 2002 - September 2003
Merrill Lynch January 2001 - January 2002
Merrill Lynch September 1991 - December 2001
Skills
Process Improvement, Strategic Financial..., Strategic Planning, Finance, Financial Reporting, Accounting, Cash Management, Executive..., Human Resources, Forecasting, Compliance, Change Management, PeopleSoft, Data Analysis, Financial Services, Executive Level..., QuickBooks, Office Management, Office Administration, ADP, Sales, Training, Marketing, Payroll, Customer Service, Leadership, Healthcare, Account Management, Microsoft Office, Management
Education
Lamar University
South Park HS
Alex Lyubarsky Alex Lyubarsky's UBS Experience February 2014 - Present
Job Director at UBS
Industry Information Technology and Services
Experience
UBS February 2014 - Present
UBS November 1996 - February 2014
Merrill Lynch April 1996 - November 1996
Smith Barney January 1996 - March 1996
DTC - Depository Trust Company January 1995 - January 1996
Skills
Analytical Chemistry, Military Aviation, Programming, Software Development, Software Project..., Mainframe, DB2,..., Team Management, Databases, Requirements Analysis, Agile Methodologies, IT Strategy, SOA, SDLC, Analysis, Data Modeling, Requirements Gathering
Education
Global Institute of Technology, New York 1993 — 1994
Advanced DB2 Database
Military College of Aviation 1977 — 1978
Associate in Aircraft Computers, Aircraft computers: Programming, maintenance, support.
University of Latvia 1968 — 1973
UBS February 2014 - Present
UBS November 1996 - February 2014
Merrill Lynch April 1996 - November 1996
Smith Barney January 1996 - March 1996
DTC - Depository Trust Company January 1995 - January 1996
Skills
Analytical Chemistry, Military Aviation, Programming, Software Development, Software Project..., Mainframe, DB2,..., Team Management, Databases, Requirements Analysis, Agile Methodologies, IT Strategy, SOA, SDLC, Analysis, Data Modeling, Requirements Gathering
Education
Global Institute of Technology, New York 1993 — 1994
Advanced DB2 Database
Military College of Aviation 1977 — 1978
Associate in Aircraft Computers, Aircraft computers: Programming, maintenance, support.
University of Latvia 1968 — 1973
Kathi Kuzo Kathi Kuzo's UBS Experience December 2002 - June 2004
Job Financial Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning January 2006 - Present
UBS December 2002 - June 2004
Morgan Stanley June 1997 - December 2002
Skills
Series 7, series 66, Life Insurance, CLTC, IRAs, 401k, 401k Rollovers, 529 Plans, Long Term Care Insurance, Retirement Planning, 403 b, SEP IRA, Simple IRA, Financial Services
Education
Kutztown University of Pennsylvania 1999 — 2002
Master of Business Administration (MBA)
Kutztown University of Pennsylvania 1992 — 1996
Bachelor of Business Administration (BBA), International Business
Lincoln Investment Planning January 2006 - Present
UBS December 2002 - June 2004
Morgan Stanley June 1997 - December 2002
Skills
Series 7, series 66, Life Insurance, CLTC, IRAs, 401k, 401k Rollovers, 529 Plans, Long Term Care Insurance, Retirement Planning, 403 b, SEP IRA, Simple IRA, Financial Services
Education
Kutztown University of Pennsylvania 1999 — 2002
Master of Business Administration (MBA)
Kutztown University of Pennsylvania 1992 — 1996
Bachelor of Business Administration (BBA), International Business
Aman Bindal Aman Bindal's UBS Experience April 2012 - August 2013
Job Senior .Net Developer
Industry Information Technology and Services
Experience
Fragomen, Del Rey, Bernsen & Loewy August 2013 - March 2015
UBS Wealth Management September 2012 - August 2013
UBS April 2012 - August 2013
Microsoft December 2010 - April 2012
NEC November 2010 - April 2011
Dibon Solutions Inc. August 2009 - November 2010
Intelligaia Technologies Pvt Ld April 2006 - August 2009
Skills
WCF, ASP.NET, .NET, Microsoft SQL Server, C#, T-SQL, JavaScript, XML, VB.NET, MVC, Databases, Visual Studio, Requirements Analysis, Web Services, AJAX, HTML, IIS, LINQ, SQL Server 2000-2008, VBScript, Windows, SharePoint, SharePoint Designer, Web Servers, Version Control, ASP.NET Web API, AngularJS, jQuery, Agile & Waterfall..., RESTful WebServices, ASP
Education
Kurukshetra University 2003 — 2007
Bachelor's of Technology;, Computer Science & Engineering (CSE)
Sr Sec School
Bachelor's of Technology, Computer Science and Engineering
Fragomen, Del Rey, Bernsen & Loewy August 2013 - March 2015
UBS Wealth Management September 2012 - August 2013
UBS April 2012 - August 2013
Microsoft December 2010 - April 2012
NEC November 2010 - April 2011
Dibon Solutions Inc. August 2009 - November 2010
Intelligaia Technologies Pvt Ld April 2006 - August 2009
Skills
WCF, ASP.NET, .NET, Microsoft SQL Server, C#, T-SQL, JavaScript, XML, VB.NET, MVC, Databases, Visual Studio, Requirements Analysis, Web Services, AJAX, HTML, IIS, LINQ, SQL Server 2000-2008, VBScript, Windows, SharePoint, SharePoint Designer, Web Servers, Version Control, ASP.NET Web API, AngularJS, jQuery, Agile & Waterfall..., RESTful WebServices, ASP
Education
Kurukshetra University 2003 — 2007
Bachelor's of Technology;, Computer Science & Engineering (CSE)
Sr Sec School
Bachelor's of Technology, Computer Science and Engineering
Colin Serling Colin Serling's UBS Experience July 2011 - August 2011
Job Client Relations Associate at Prodigy Network Real Estate Development
Industry Financial Services
Experience
PRODIGY NETWORK August 2015 - Present
IntercontinentalExchange NYSE Euronext July 2012 - July 2015
UBS July 2011 - August 2011
IDB Bank June 2011 - July 2011
Merrill Lynch May 2010 - August 2010
Skills
Bloomberg, Equity Trading, Relationship Management, Spanish, Derivatives, Market Structure, Latin America, Financial Markets, Equities
Education
Lafayette College 2008 — 2012
BS, Economics and Financial Policy, 2012
PRODIGY NETWORK August 2015 - Present
IntercontinentalExchange NYSE Euronext July 2012 - July 2015
UBS July 2011 - August 2011
IDB Bank June 2011 - July 2011
Merrill Lynch May 2010 - August 2010
Skills
Bloomberg, Equity Trading, Relationship Management, Spanish, Derivatives, Market Structure, Latin America, Financial Markets, Equities
Education
Lafayette College 2008 — 2012
BS, Economics and Financial Policy, 2012
Katerina Simonetti, CFP Katerina Simonetti, CFP's UBS Experience 2009 - Present
Job First Vice President UBS Private Wealth Management
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
UBS 2009 - Present
Morgan Stanley January 1999 - January 2009
Skills
Series 7, Series 66, Wealth Management, Investment Advisory, Retirement Planning, Financial Planning, Investment Strategies, Private Banking, Estate Planning, Insurance, Risk Management, Long Term Care, Trust Services, Alternative Investments, Cash Management
Education
CFP Board of Standards 2005 — 2006
CFP
Kutztown University of Pennsylvania 1994 — 1997
BSBA, Economics and International Business
UBS Financial Services January 2009 - Present
UBS 2009 - Present
Morgan Stanley January 1999 - January 2009
Skills
Series 7, Series 66, Wealth Management, Investment Advisory, Retirement Planning, Financial Planning, Investment Strategies, Private Banking, Estate Planning, Insurance, Risk Management, Long Term Care, Trust Services, Alternative Investments, Cash Management
Education
CFP Board of Standards 2005 — 2006
CFP
Kutztown University of Pennsylvania 1994 — 1997
BSBA, Economics and International Business
Joseph Lombardi Joseph Lombardi's UBS Experience June 2014 - August 2014
Job Financial Analyst at Design Within Reach
Industry Retail
Experience
Design Within Reach August 2015 - Present
Morgan Stanley March 2015 - June 2015
IBM August 2014 - February 2015
UBS June 2014 - August 2014
UBS May 2013 - August 2013
Citi May 2012 - August 2012
Skills
Financial Analysis, Financial Statements, Financial Markets, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Business Planning, Statistical Data...
Education
Pace University - Lubin School of Business 2013 — 2014
Master of Business Administration (MBA), Financial Management
Pace University - Lubin School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance/Economics
Le Moyne College 2008 — 2010
Design Within Reach August 2015 - Present
Morgan Stanley March 2015 - June 2015
IBM August 2014 - February 2015
UBS June 2014 - August 2014
UBS May 2013 - August 2013
Citi May 2012 - August 2012
Skills
Financial Analysis, Financial Statements, Financial Markets, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Business Planning, Statistical Data...
Education
Pace University - Lubin School of Business 2013 — 2014
Master of Business Administration (MBA), Financial Management
Pace University - Lubin School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance/Economics
Le Moyne College 2008 — 2010
Greg Singer Greg Singer's UBS Experience November 2005 - June 2007
Job Vice President, Strategy & Analytics at SUREFOOT
Industry Sporting Goods
Experience
SUREFOOT January 2013 - Present
BNP Paribas November 2009 - November 2011
JPMorgan Chase July 2007 - May 2008
UBS November 2005 - June 2007
PricewaterhouseCoopers 2004 - 2005
Skills
Brazilian Portuguese, Fixed Income, Capital Markets, Structured Products, Credit Derivatives, Securitization, CDO, CDS, Derivatives, Bonds, Corporate Finance, Financial Modeling, Structured Finance, Credit
Education
Kenyon College
BA, Economics & Math
University of Notre Dame
MBA, International Business
SUREFOOT January 2013 - Present
BNP Paribas November 2009 - November 2011
JPMorgan Chase July 2007 - May 2008
UBS November 2005 - June 2007
PricewaterhouseCoopers 2004 - 2005
Skills
Brazilian Portuguese, Fixed Income, Capital Markets, Structured Products, Credit Derivatives, Securitization, CDO, CDS, Derivatives, Bonds, Corporate Finance, Financial Modeling, Structured Finance, Credit
Education
Kenyon College
BA, Economics & Math
University of Notre Dame
MBA, International Business
Eric Gregerson Eric Gregerson's UBS Experience June 2005 - February 2014
Job Executive DirectorInstitutional Equity Sales at Oppenheimer
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2014 - Present
UBS June 2005 - February 2014
UBS July 2002 - June 2005
UBS November 2000 - July 2002
Skills
Investments, Portfolio Management, Fixed Income, Wealth Management, Banking, Series 7, Derivatives, Investment Banking, Mutual Funds, Capital Markets, Risk Management, Financial Analysis, Asset Management, Financial Services, Building Strong..., Analytical Skills, New Business Development
Education
Lawrence University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Mounds Park Academy
Oppenheimer & Co. Inc. April 2014 - Present
UBS June 2005 - February 2014
UBS July 2002 - June 2005
UBS November 2000 - July 2002
Skills
Investments, Portfolio Management, Fixed Income, Wealth Management, Banking, Series 7, Derivatives, Investment Banking, Mutual Funds, Capital Markets, Risk Management, Financial Analysis, Asset Management, Financial Services, Building Strong..., Analytical Skills, New Business Development
Education
Lawrence University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Mounds Park Academy
Judy Morris Judy Morris's UBS Experience March 2006 - March 2009
Job Managing Director
Industry Professional Training & Coaching
Experience
RRN Coaching March 2009 - Present
UBS March 2006 - March 2009
Securities Industry 1998 - 2009
Crowell, Weedon & Co. March 2001 - March 2006
Skills
Coaching, Strategic Planning, Public Speaking, Leadership Development, Team Building, Teaching, Customer Service, Change Management, Training, Negotiation, Executive Coaching, Management, Personal Development, Organizational..., English
Education
Landmark Education
WRS
RRN Coaching March 2009 - Present
UBS March 2006 - March 2009
Securities Industry 1998 - 2009
Crowell, Weedon & Co. March 2001 - March 2006
Skills
Coaching, Strategic Planning, Public Speaking, Leadership Development, Team Building, Teaching, Customer Service, Change Management, Training, Negotiation, Executive Coaching, Management, Personal Development, Organizational..., English
Education
Landmark Education
WRS
Chris du Laney Chris du Laney's UBS Experience May 2003 - October 2006
Job Principal at Financial Management Strategies, Inc.
Industry Financial Services
Experience
Financial Management Strategies, Inc. June 2012 - Present
Merrill Lynch October 2006 - June 2012
UBS May 2003 - October 2006
Kaiser Permanente Ohio 1999 - 2002
QualMed Plans for Health 1990 - 1999
Procter&Gamble;Tetley;AmericanHome;Knight Ridder;Goldome 1967 - 1990
United States Tea Association 1975 - 1978
Skills
Leadership, Strategic Planning, Insurance, Health Insurance, Process Improvement, Healthcare, Management, Healthcare Management, Team Building, Managed Care, Former Regional CEO..., Employee Benefits, Outplacement Certified..., Risk Management, Mergers & Acquisitions, Program Management, Strategy, Budgets, Customer Service, Personal Counseling
Education
Stanford University Graduate School of Business
Executive Program General Business
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Diploma, Advanced Leadership
Le Moyne College
Bachelor of Science (BS), English Language and Literature/Letters
St. Peters Prep
Greek Honors Course
Financial Management Strategies, Inc. June 2012 - Present
Merrill Lynch October 2006 - June 2012
UBS May 2003 - October 2006
Kaiser Permanente Ohio 1999 - 2002
QualMed Plans for Health 1990 - 1999
Procter&Gamble;Tetley;AmericanHome;Knight Ridder;Goldome 1967 - 1990
United States Tea Association 1975 - 1978
Skills
Leadership, Strategic Planning, Insurance, Health Insurance, Process Improvement, Healthcare, Management, Healthcare Management, Team Building, Managed Care, Former Regional CEO..., Employee Benefits, Outplacement Certified..., Risk Management, Mergers & Acquisitions, Program Management, Strategy, Budgets, Customer Service, Personal Counseling
Education
Stanford University Graduate School of Business
Executive Program General Business
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Diploma, Advanced Leadership
Le Moyne College
Bachelor of Science (BS), English Language and Literature/Letters
St. Peters Prep
Greek Honors Course
Shonn Rutledge Shonn Rutledge's UBS Experience January 1999 - April 2004
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Girls Got Game Wear 2004 - Present
Eagle Asset Management February 2008 - August 2010
Columbia Management April 2004 - April 2007
UBS January 1999 - April 2004
A. G. Edwards & Sons January 1995 - January 1999
Education
Kilgore College
Longview High School
Ameriprise Financial Services, Inc. June 2012 - Present
Girls Got Game Wear 2004 - Present
Eagle Asset Management February 2008 - August 2010
Columbia Management April 2004 - April 2007
UBS January 1999 - April 2004
A. G. Edwards & Sons January 1995 - January 1999
Education
Kilgore College
Longview High School
Tamlyn Wilbourne Tamlyn Wilbourne's UBS Experience May 2013 - August 2015
Job Financial Services Professional Series 7 and Series 66 Registered
Industry Financial Services
Experience
UBS May 2013 - August 2015
Bank of America August 2011 - December 2012
Ultimate Software April 2008 - September 2010
UBS Financial Services April 1999 - April 2008
Dreyfus May 1998 - April 1999
Education
Kent State University
BA, Sociology
UBS May 2013 - August 2015
Bank of America August 2011 - December 2012
Ultimate Software April 2008 - September 2010
UBS Financial Services April 1999 - April 2008
Dreyfus May 1998 - April 1999
Education
Kent State University
BA, Sociology
George Mahramas George Mahramas's UBS Experience September 2005 - January 2010
Job Branch Operations Manager
Industry Investment Management
Experience
Raymond James August 2012 - Present
Wells Fargo Advisors LLC May 2011 - August 2012
The Home Investment Services Youngstown, OH February 2010 - May 2011
UBS September 2005 - January 2010
McDonald Investments 1997 - 2005
Skills
Portfolio Management, Asset Management, Asset Allocation, Investment Advisory, Retirement Planning, Education Savings, Finance, Operations Management, Compliance
Education
Kent State University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
WARREN G HARDING
High School
Raymond James August 2012 - Present
Wells Fargo Advisors LLC May 2011 - August 2012
The Home Investment Services Youngstown, OH February 2010 - May 2011
UBS September 2005 - January 2010
McDonald Investments 1997 - 2005
Skills
Portfolio Management, Asset Management, Asset Allocation, Investment Advisory, Retirement Planning, Education Savings, Finance, Operations Management, Compliance
Education
Kent State University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
WARREN G HARDING
High School
Osayiogie Ogbebor's UBS Experience March 2015 - Present
Job Independent Consultant on DoddFrank Foreign Banks Enhanced Prudential Standards (FBEPS) at UBS
Industry Financial Services
Experience
UBS March 2015 - Present
UBS Investment Bank March 2013 - March 2014
Foresight Securities and Investment Ltd September 2009 - September 2011
Skills
Microsoft Office, Customer Service, Financial Analysis, Financial Reporting, Investment Banking, Asset Managment, Derivatives, SAS programming, SPSS, Investment Advisory, Capital Budgeting, Financial Risk, Bloomberg
Education
Lancaster University 2011 — 2012
Masters degree, Finance
University of Lagos 2006 — 2009
Bachelor of Science (BSc), Business Administration, Second Class Upper Division
University of Lagos 2005 — 2006
Diploma, Business Administration
UBS March 2015 - Present
UBS Investment Bank March 2013 - March 2014
Foresight Securities and Investment Ltd September 2009 - September 2011
Skills
Microsoft Office, Customer Service, Financial Analysis, Financial Reporting, Investment Banking, Asset Managment, Derivatives, SAS programming, SPSS, Investment Advisory, Capital Budgeting, Financial Risk, Bloomberg
Education
Lancaster University 2011 — 2012
Masters degree, Finance
University of Lagos 2006 — 2009
Bachelor of Science (BSc), Business Administration, Second Class Upper Division
University of Lagos 2005 — 2006
Diploma, Business Administration
(Dennis) Seong Du Yim (Dennis) Seong Du Yim's UBS Experience October 2011 - Present
Job First Vice PresidentInvestments at UBS
Industry Financial Services
Experience
UBS October 2011 - Present
Merrill Lynch June 2005 - September 2011
Citigroup January 1997 - May 2005
Citi August 1992 - December 1996
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance / International Business
Stockholm School of Economics 1991 — 1991
International Exchange Program, International Business
Korea University
BA, Russian Studies / Business Administration
UBS October 2011 - Present
Merrill Lynch June 2005 - September 2011
Citigroup January 1997 - May 2005
Citi August 1992 - December 1996
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance / International Business
Stockholm School of Economics 1991 — 1991
International Exchange Program, International Business
Korea University
BA, Russian Studies / Business Administration
John Wilt John Wilt's UBS Experience June 2011 - August 2011
Job Analyst at MIAC
Industry Financial Services
Experience
MIAC January 2013 - Present
Hertz August 2012 - December 2012
UBS June 2011 - August 2011
PRIME Real Estate Group July 2010 - August 2011
Alpha Tau Omega Fraternity May 2010 - May 2011
Savastano, Kaufman, and Company, LLC June 2009 - August 2009
Parness & Parness PC January 2008 - August 2008
Skills
Financial Modeling, Bloomberg Terminal, Valuation, Microsoft Excel, Real Estate Transactions, Finance, Capital Markets, Analysis, Portfolio Management, Secondary Mortgage..., Derivatives, Real Estate Economics, Financial Reporting
Education
Lehigh University 2008 — 2012
Bachelor of Science, Finance
MIAC January 2013 - Present
Hertz August 2012 - December 2012
UBS June 2011 - August 2011
PRIME Real Estate Group July 2010 - August 2011
Alpha Tau Omega Fraternity May 2010 - May 2011
Savastano, Kaufman, and Company, LLC June 2009 - August 2009
Parness & Parness PC January 2008 - August 2008
Skills
Financial Modeling, Bloomberg Terminal, Valuation, Microsoft Excel, Real Estate Transactions, Finance, Capital Markets, Analysis, Portfolio Management, Secondary Mortgage..., Derivatives, Real Estate Economics, Financial Reporting
Education
Lehigh University 2008 — 2012
Bachelor of Science, Finance
Sean Seamone Sean Seamone's UBS Experience 2001 - 2002
Job Head of Global Markets Consulting at Wipro
Industry Financial Services
Experience
Wipro 2014 - Present
Wipro Technologies 2013 - 2014
Deutsche Bank 2008 - 2012
Deutsche Bank 2004 - 2008
Deutsche Bank 2002 - 2004
UBS 2001 - 2002
JPMorgan 1996 - 2001
Skills
Collateral Portfolio..., Collateral Asset..., Derivatives, Investment Banking, Trading, Loans, Settlement, Fixed Income, Credit Risk, Capital Markets, Banking, Trading Systems, Global IT Program..., Budgeting and Financial..., Collateral Management, Financial Services, Portfolio Management, Risk Management, Credit Derivatives, Business Analysis, Finance, Credit, Commodity, Strategy
Education
Lehigh University 1992 — 1996
B.S., Industrial Engineering
Wipro 2014 - Present
Wipro Technologies 2013 - 2014
Deutsche Bank 2008 - 2012
Deutsche Bank 2004 - 2008
Deutsche Bank 2002 - 2004
UBS 2001 - 2002
JPMorgan 1996 - 2001
Skills
Collateral Portfolio..., Collateral Asset..., Derivatives, Investment Banking, Trading, Loans, Settlement, Fixed Income, Credit Risk, Capital Markets, Banking, Trading Systems, Global IT Program..., Budgeting and Financial..., Collateral Management, Financial Services, Portfolio Management, Risk Management, Credit Derivatives, Business Analysis, Finance, Credit, Commodity, Strategy
Education
Lehigh University 1992 — 1996
B.S., Industrial Engineering
Lowell Gruman, Jr. Lowell Gruman, Jr.'s UBS Experience May 2006 - August 2006
Job Sales Representative at Stack Overflow
Industry Internet
Experience
Stack Overflow May 2014 - Present
Ariel Corporation June 2012 - August 2012
Judge Bryan Hedges, Onondaga County Family Court May 2011 - May 2012
IBM October 2009 - July 2010
Congressman Gary Peters August 2009 - September 2009
Minter Ellison August 2008 - December 2008
Minter Ellison May 2007 - July 2007
UBS May 2006 - August 2006
Skills
Due Diligence, Analysis, Mergers, Intellectual Property, Corporate Finance, Research, Strategy, Mergers & Acquisitions, Competitive Analysis, Social Media, Proposal Writing, Entrepreneurship, New Business Development, Leadership, Sales, Microsoft Office, Social Networking, Marketing, Microsoft Excel
Education
Syracuse University College of Law 2010 — 2013
Doctor of Law (J.D.)
Kenyon College 2004 — 2008
Bachelor of Arts, Anthropology; Environmental Science
Middlebury College 2005 — 2005
Western Reserve Academy 2001 — 2004
Singapore American School 1999 — 2001
Stack Overflow May 2014 - Present
Ariel Corporation June 2012 - August 2012
Judge Bryan Hedges, Onondaga County Family Court May 2011 - May 2012
IBM October 2009 - July 2010
Congressman Gary Peters August 2009 - September 2009
Minter Ellison August 2008 - December 2008
Minter Ellison May 2007 - July 2007
UBS May 2006 - August 2006
Skills
Due Diligence, Analysis, Mergers, Intellectual Property, Corporate Finance, Research, Strategy, Mergers & Acquisitions, Competitive Analysis, Social Media, Proposal Writing, Entrepreneurship, New Business Development, Leadership, Sales, Microsoft Office, Social Networking, Marketing, Microsoft Excel
Education
Syracuse University College of Law 2010 — 2013
Doctor of Law (J.D.)
Kenyon College 2004 — 2008
Bachelor of Arts, Anthropology; Environmental Science
Middlebury College 2005 — 2005
Western Reserve Academy 2001 — 2004
Singapore American School 1999 — 2001
Steve Leonhardt Steve Leonhardt's UBS Experience June 2014 - August 2014
Job Software Engineer at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank August 2015 - Present
UBS June 2014 - August 2014
Metem Europe, Kft. June 2013 - August 2013
Skills
SQL, C++, Java, HTML, Access, PowerPoint, JavaScript, jQuery, HTML5, CSS, Database Design, PHP, Android Development, Emacs, Unix, Microsoft Office, Microsoft Access, Teamwork
Education
Lehigh University 2010 — 2015
Bachelor of Science (B.S.), Computer Engineering
Lehigh University 2010 — 2015
Bachelor of Science (B.S.), Finance
UBS Investment Bank August 2015 - Present
UBS June 2014 - August 2014
Metem Europe, Kft. June 2013 - August 2013
Skills
SQL, C++, Java, HTML, Access, PowerPoint, JavaScript, jQuery, HTML5, CSS, Database Design, PHP, Android Development, Emacs, Unix, Microsoft Office, Microsoft Access, Teamwork
Education
Lehigh University 2010 — 2015
Bachelor of Science (B.S.), Computer Engineering
Lehigh University 2010 — 2015
Bachelor of Science (B.S.), Finance
Kim Coutee Kim Coutee's UBS Experience May 1999 - October 2005
Job General Manager/ Owner at Lumberton Auto World, LLC
Industry Automotive
Experience
Lumberton Auto World, LLC January 2014 - Present
Tensys Medical Inc. October 2009 - December 2012
Tensys Medical October 2005 - October 2009
UBS May 1999 - October 2005
Skills
New Business..., Strategic..., In-Services and..., Client..., Customer Relationship..., Targeted Account Selling, Dynamic communication...
Education
The University of Texas Medical Branch at Galveston 1990 — 1992
BS, Nursing
Lamar University 1986 — 1989
Pre major classes, Nursing
Lumberton Auto World, LLC January 2014 - Present
Tensys Medical Inc. October 2009 - December 2012
Tensys Medical October 2005 - October 2009
UBS May 1999 - October 2005
Skills
New Business..., Strategic..., In-Services and..., Client..., Customer Relationship..., Targeted Account Selling, Dynamic communication...
Education
The University of Texas Medical Branch at Galveston 1990 — 1992
BS, Nursing
Lamar University 1986 — 1989
Pre major classes, Nursing
Erik Heben's UBS Experience April 2002 - October 2006
Job Chief Investment Officer/Managing Partner at Private Wealth Consultants LLC
Industry Investment Management
Experience
Private Wealth Consultants LLC October 2006 - Present
UBS April 2002 - October 2006
KeyBanc Capital Markets April 1999 - April 2002
Raymond James Financial Inc. October 1994 - April 1999
Skills
Wealth Management, Series 63, Series 65, Investment Strategies, Retirement Planning, Investments, Series 24, Investment Management, Securities, Asset Managment, Fixed Annuities, Uniform Combined State...
Education
Kent State University 1989 — 1992
BA
Slippery Rock University of Pennsylvania 1987 — 1988
Private Wealth Consultants LLC October 2006 - Present
UBS April 2002 - October 2006
KeyBanc Capital Markets April 1999 - April 2002
Raymond James Financial Inc. October 1994 - April 1999
Skills
Wealth Management, Series 63, Series 65, Investment Strategies, Retirement Planning, Investments, Series 24, Investment Management, Securities, Asset Managment, Fixed Annuities, Uniform Combined State...
Education
Kent State University 1989 — 1992
BA
Slippery Rock University of Pennsylvania 1987 — 1988
Lauren Rios Lauren Rios's UBS Experience April 2014 - Present
Job UBS Alternative Investments
Industry Financial Services
Experience
UBS April 2014 - Present
Morgan Stanley February 2008 - April 2014
Skills
Hedge Funds, Alternative Investments, Private Equity, Equities, Fixed Income, Capital Markets, Asset Management
Education
New York Law School 2002 — 2005
Lafayette College 1998 — 2002
BA, English & Art History
UBS April 2014 - Present
Morgan Stanley February 2008 - April 2014
Skills
Hedge Funds, Alternative Investments, Private Equity, Equities, Fixed Income, Capital Markets, Asset Management
Education
New York Law School 2002 — 2005
Lafayette College 1998 — 2002
BA, English & Art History
Mat Lepis Mat Lepis's UBS Experience 2000 - 2005
Job Senior Solutions Consultant at Yodlee
Industry Financial Services
Experience
Yodlee 2014 - Present
EY 2012 - 2014
Fiserv 2006 - 2012
Fiserv 2005 - 2006
UBS 2000 - 2005
CIBC Oppenheimer 1998 - 2000
Skills
Portfolio Management, Wealth Management, Investments, Equities, Trading, Financial Analysis, Strategy, Trading Systems, Business Analysis, Fixed Income, Relationship Management, Asset Management, Bloomberg, Financial Services, SQL, Mutual Funds, Unix, SDLC, Asset Managment, Management, Vendor Management, Securities, Requirements Gathering, Analysis, Options, CRM, Data Aggregation
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2011
MBA, Finance
Lehigh University 1993 — 1997
BA
Glen Rock High School 1990 — 1993
Yodlee 2014 - Present
EY 2012 - 2014
Fiserv 2006 - 2012
Fiserv 2005 - 2006
UBS 2000 - 2005
CIBC Oppenheimer 1998 - 2000
Skills
Portfolio Management, Wealth Management, Investments, Equities, Trading, Financial Analysis, Strategy, Trading Systems, Business Analysis, Fixed Income, Relationship Management, Asset Management, Bloomberg, Financial Services, SQL, Mutual Funds, Unix, SDLC, Asset Managment, Management, Vendor Management, Securities, Requirements Gathering, Analysis, Options, CRM, Data Aggregation
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2011
MBA, Finance
Lehigh University 1993 — 1997
BA
Glen Rock High School 1990 — 1993
Brian R. Thomas Brian R. Thomas's UBS Experience September 2002 - January 2006
Job President, Financial Advisor at THOMAS CFC
Industry Financial Services
Experience
THOMAS CFC April 2009 - Present
Merrill Lynch January 2006 - April 2009
UBS September 2002 - January 2006
Merrill Lynch July 2000 - September 2002
Lamb Technicon July 1991 - August 1998
Skills
Asset Managment, Asset Allocation, Retirement Planning, Strategic Financial..., Investments
Education
University of Notre Dame - Mendoza College of Business 1998 — 2000
MBA, Finance
Kettering University 1991 — 1996
MSME, Engineering
De La Salle Collegiate 1987 — 1991
Diploma, High School
THOMAS CFC April 2009 - Present
Merrill Lynch January 2006 - April 2009
UBS September 2002 - January 2006
Merrill Lynch July 2000 - September 2002
Lamb Technicon July 1991 - August 1998
Skills
Asset Managment, Asset Allocation, Retirement Planning, Strategic Financial..., Investments
Education
University of Notre Dame - Mendoza College of Business 1998 — 2000
MBA, Finance
Kettering University 1991 — 1996
MSME, Engineering
De La Salle Collegiate 1987 — 1991
Diploma, High School
Graeme R.J. McMillan Graeme R.J. McMillan's UBS Experience February 1996 - January 2000
Job Director Finance Effectiveness at PwC
Industry Financial Services
Experience
PwC September 2008 - Present
Hospitals of Ontario Pension Plan October 2006 - August 2008
Department for Work and Pensions February 2005 - February 2006
Bank of Scotland March 2004 - February 2005
Royal Bank of Scotland February 2000 - March 2004
UBS February 1996 - January 2000
Hallis Hudson Limited November 1992 - September 1994
Mercantile & General Reinsurance ComanyLimited November 1990 - October 1992
Skills
Business Process..., Business Process, Change Management, Strategic Planning, Governance, Risk Management, Program Management, Strategy, Performance Improvement, Business Transformation, Mergers & Acquisitions, Business Strategy, Stakeholder Management, Business Analysis, Management
Education
Lancaster University 1994 — 1995
MBA, International Business
Kingston University 1984 — 1985
B.A. (Hons), Economics
PwC September 2008 - Present
Hospitals of Ontario Pension Plan October 2006 - August 2008
Department for Work and Pensions February 2005 - February 2006
Bank of Scotland March 2004 - February 2005
Royal Bank of Scotland February 2000 - March 2004
UBS February 1996 - January 2000
Hallis Hudson Limited November 1992 - September 1994
Mercantile & General Reinsurance ComanyLimited November 1990 - October 1992
Skills
Business Process..., Business Process, Change Management, Strategic Planning, Governance, Risk Management, Program Management, Strategy, Performance Improvement, Business Transformation, Mergers & Acquisitions, Business Strategy, Stakeholder Management, Business Analysis, Management
Education
Lancaster University 1994 — 1995
MBA, International Business
Kingston University 1984 — 1985
B.A. (Hons), Economics
Joseph Bottino Joseph Bottino's UBS Experience January 1996 - November 2001
Job Branch Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2001 - Present
UBS January 1996 - November 2001
Prudential Securities September 1990 - November 1996
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, Series 3, Series 31, Life Insurance, Retirement Planning, Asset Allocation
Education
La Salle University 1988 — 1992
Bachelor of Business Administration (BBA)
Wells Fargo Advisors November 2001 - Present
UBS January 1996 - November 2001
Prudential Securities September 1990 - November 1996
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, Series 3, Series 31, Life Insurance, Retirement Planning, Asset Allocation
Education
La Salle University 1988 — 1992
Bachelor of Business Administration (BBA)
Jierong Tan Jierong Tan's UBS Experience January 2012 - March 2012
Job Student at University of Pennsylvania
Industry Airlines/Aviation
Experience
Singapore Airlines August 2013 - Present
UBS January 2012 - March 2012
Singapore Airlines July 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Photoshop, Social Media, Financial Modeling, Financial Analysis, Data Analysis, Mandarin
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics, B.A. in International Studies, Finance, Japanese
京都大学 / Kyoto University 2012 — 2012
総合人間学部/Faculty of Integrated Human Studies
Hwa Chong Institution 2005 — 2006
GCE A Levels
Singapore Airlines August 2013 - Present
UBS January 2012 - March 2012
Singapore Airlines July 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Photoshop, Social Media, Financial Modeling, Financial Analysis, Data Analysis, Mandarin
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics, B.A. in International Studies, Finance, Japanese
京都大学 / Kyoto University 2012 — 2012
総合人間学部/Faculty of Integrated Human Studies
Hwa Chong Institution 2005 — 2006
GCE A Levels
Salilesh Mukhopadhyay Salilesh Mukhopadhyay's UBS Experience November 2006 - October 2008
Job President &CEO at Feasble Solution LLC
Industry Information Technology and Services
Experience
Feasble Solution LLC January 1998 - Present
IBM January 2011 - May 2011
Serco Inc. November 2008 - December 2010
Department of Defense, US ARMY November 2008 - December 2010
Department of Defense, US Army November 2008 - March 2010
UBS November 2006 - October 2008
Keane Inc. 2006 - 2008
Skills
CMM, CMMI 1.2, Statistics, Mathematics, Testing, Test Planning, Test Automation, Analysis, SPSS, SAS, Test Cases, System Testing, Regression, Quality Assurance, Physics, User Acceptance Testing, Requirements Analysis, QTP, Quality Center, CMMI, Test Management, Manual Testing, Economics, Calculus, Regression Testing, Data Analysis, Test Strategy, Econometrics, Probability, Data Mining, Performance Testing, Integration, Automation, SDLC, WinRunner, Software Quality..., Requirements Gathering, HP Quality Center, HP QTP
Education
La Trobe University 1986 — 1992
Ph.D, Statistics
University of Calcutta 1971 — 1984
Ph.D, Applied Mathematics
Feasble Solution LLC January 1998 - Present
IBM January 2011 - May 2011
Serco Inc. November 2008 - December 2010
Department of Defense, US ARMY November 2008 - December 2010
Department of Defense, US Army November 2008 - March 2010
UBS November 2006 - October 2008
Keane Inc. 2006 - 2008
Skills
CMM, CMMI 1.2, Statistics, Mathematics, Testing, Test Planning, Test Automation, Analysis, SPSS, SAS, Test Cases, System Testing, Regression, Quality Assurance, Physics, User Acceptance Testing, Requirements Analysis, QTP, Quality Center, CMMI, Test Management, Manual Testing, Economics, Calculus, Regression Testing, Data Analysis, Test Strategy, Econometrics, Probability, Data Mining, Performance Testing, Integration, Automation, SDLC, WinRunner, Software Quality..., Requirements Gathering, HP Quality Center, HP QTP
Education
La Trobe University 1986 — 1992
Ph.D, Statistics
University of Calcutta 1971 — 1984
Ph.D, Applied Mathematics
Matthew Duey's UBS Experience June 2013 - September 2013
Job
Industry Pharmaceuticals
Experience
ProMetrics June 2014 - Present
UBS June 2013 - September 2013
PA Angel Network August 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft SQL Server, Java, C++, Matlab, Maple, Eviews, Mathematica
Education
Lehigh University 2015 — 2016
Master of Science (M.S.), Economics
University of Delaware 2011 — 2015
Bachelor of Science (B.S.), Mathematics and Economics
ProMetrics June 2014 - Present
UBS June 2013 - September 2013
PA Angel Network August 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft SQL Server, Java, C++, Matlab, Maple, Eviews, Mathematica
Education
Lehigh University 2015 — 2016
Master of Science (M.S.), Economics
University of Delaware 2011 — 2015
Bachelor of Science (B.S.), Mathematics and Economics
Roger Curylo Roger Curylo's UBS Experience 1991 - 2006
Job SVP, Head of Credit Risk at Fidelity Investments
Industry Financial Services
Experience
Fidelity SVP, Head of Credit RiskFidelity InvestmentsNovember 2006 - Present
UBS Wealth Management March 2003 - October 2006
UBS / PaineWebber 1991 - 2006
UBS 1991 - 2006
Skills
Series 7, Series 63, series 14 and series 8
Education
Lafayette College 1978 — 1982
Lafayette High School
Lafayette High School
Fidelity SVP, Head of Credit RiskFidelity InvestmentsNovember 2006 - Present
UBS Wealth Management March 2003 - October 2006
UBS / PaineWebber 1991 - 2006
UBS 1991 - 2006
Skills
Series 7, Series 63, series 14 and series 8
Education
Lafayette College 1978 — 1982
Lafayette High School
Lafayette High School
Brian McGuinness, CFP ® Brian McGuinness, CFP ®'s UBS Experience October 2006 - Present
Job Delivering a simplified approach to wealth management that will stand the test of time.
Industry Financial Services
Experience
UBS October 2006 - Present
Smith Barney June 1998 - September 2006
Skills
Comprehensive Wealth..., Financial Planning, Credit and lending, Portfolio management, Estate Planning and...
Education
Lehigh University 1980 — 1984
bs
CSHHS
UBS October 2006 - Present
Smith Barney June 1998 - September 2006
Skills
Comprehensive Wealth..., Financial Planning, Credit and lending, Portfolio management, Estate Planning and...
Education
Lehigh University 1980 — 1984
bs
CSHHS
John Sherman John Sherman's UBS Experience April 2014 - September 2014
Job Contractor at DTCC
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation December 2014 - March 2015
UBS April 2014 - September 2014
Deutsche Asset & Wealth Management October 2011 - February 2014
Beryl Consulting Group January 2010 - October 2011
Silvercrest Asset Management May 2009 - October 2009
Bayerische Landesbank May 2006 - February 2009
Deutsche Postbank February 2005 - March 2006
Derivative Solutions (sold to FactSet) May 2004 - February 2005
Assured Guaranty February 2003 - April 2004
Mizuho Bank July 2001 - November 2002
Skills
Portfolio Management, Fixed Income, Risk Management, Derivatives, Due Diligence, Hedge Funds, Asset Allocation, Credit Analysis, Valuation, Asset Management, Investments, Bloomberg, Financial Reporting, Structured Products, Surveillance, Bonds, Trading, Project Management, Structured Finance, Business Analysis, Regulatory Reporting, POINT, Vendor Management, Securities Modeling, Credit Ratings, Stress & UAT Testing, Data Validation, Writing Business..., Developing and..., Fixed Income Benchmarks
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance & International Business
Lehigh University 1980 — 1984
B.S., Finance
The Depository Trust & Clearing Corporation December 2014 - March 2015
UBS April 2014 - September 2014
Deutsche Asset & Wealth Management October 2011 - February 2014
Beryl Consulting Group January 2010 - October 2011
Silvercrest Asset Management May 2009 - October 2009
Bayerische Landesbank May 2006 - February 2009
Deutsche Postbank February 2005 - March 2006
Derivative Solutions (sold to FactSet) May 2004 - February 2005
Assured Guaranty February 2003 - April 2004
Mizuho Bank July 2001 - November 2002
Skills
Portfolio Management, Fixed Income, Risk Management, Derivatives, Due Diligence, Hedge Funds, Asset Allocation, Credit Analysis, Valuation, Asset Management, Investments, Bloomberg, Financial Reporting, Structured Products, Surveillance, Bonds, Trading, Project Management, Structured Finance, Business Analysis, Regulatory Reporting, POINT, Vendor Management, Securities Modeling, Credit Ratings, Stress & UAT Testing, Data Validation, Writing Business..., Developing and..., Fixed Income Benchmarks
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance & International Business
Lehigh University 1980 — 1984
B.S., Finance
Jemma Sherwood Jemma Sherwood's UBS Experience March 1986 - September 1993
Job Account Manager at Alpha Media USA
Industry Marketing and Advertising
Experience
L&L Broadcasting Radio March 2009 - Present
Southern Television Corp/DBA/WGSA CW13 August 2002 - March 2009
GoCom Broadcasting - WJCL- ABC/ WTGS- FOX June 2000 - January 2002
Cumulus Broadcasting September 1997 - December 1999
LBJ Holdings (Clear Channel) March 1995 - 1997
UBS March 1986 - September 1993
Bank of Montreal February 1982 - March 1986
Skills
Broadcast, Media Planning, Account Management, Marketing Communications, Media Relations, Copywriting, Advertising Sales, Event Planning, Online Advertising, Radio Promotions, Social Media, Social Networking, Marketing Strategy, Brand Development, Digital Media, Radio Advertising, Event Management, Public Speaking, Public Relations, Social Media Marketing, Media Buying, Budgets, Radio Broadcasting, Integrated Marketing, Press Releases, Strategic Planning, Selling, Sales
Education
Kingsborough Community College 1977 — 1980
Associates, Marketing/Finance
L&L Broadcasting Radio March 2009 - Present
Southern Television Corp/DBA/WGSA CW13 August 2002 - March 2009
GoCom Broadcasting - WJCL- ABC/ WTGS- FOX June 2000 - January 2002
Cumulus Broadcasting September 1997 - December 1999
LBJ Holdings (Clear Channel) March 1995 - 1997
UBS March 1986 - September 1993
Bank of Montreal February 1982 - March 1986
Skills
Broadcast, Media Planning, Account Management, Marketing Communications, Media Relations, Copywriting, Advertising Sales, Event Planning, Online Advertising, Radio Promotions, Social Media, Social Networking, Marketing Strategy, Brand Development, Digital Media, Radio Advertising, Event Management, Public Speaking, Public Relations, Social Media Marketing, Media Buying, Budgets, Radio Broadcasting, Integrated Marketing, Press Releases, Strategic Planning, Selling, Sales
Education
Kingsborough Community College 1977 — 1980
Associates, Marketing/Finance
Katie Lamsback Katie Lamsback's UBS Experience May 2011 - August 2011
Job Investment Management Associate at BlackRock iShares
Industry Financial Services
Experience
BlackRock August 2015 - Present
Vanguard October 2014 - August 2015
Vanguard July 2013 - October 2014
Nicole Miller Philadelphia May 2012 - August 2012
Philadelphia Flyers January 2012 - January 2012
UBS May 2011 - August 2011
Philadelphia Phillies January 2011 - January 2011
Skills
Series 7, Series 63, Economics, Finance, Mutual Funds, Art History
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), Economics and Art History
Lafayette College 2009 — 2013
Bachelor of Arts (Economics and Art History)
BlackRock August 2015 - Present
Vanguard October 2014 - August 2015
Vanguard July 2013 - October 2014
Nicole Miller Philadelphia May 2012 - August 2012
Philadelphia Flyers January 2012 - January 2012
UBS May 2011 - August 2011
Philadelphia Phillies January 2011 - January 2011
Skills
Series 7, Series 63, Economics, Finance, Mutual Funds, Art History
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), Economics and Art History
Lafayette College 2009 — 2013
Bachelor of Arts (Economics and Art History)
Elsa Bruun Elsa Bruun's UBS Experience May 2008 - March 2015
Job Vice President, Business Intelligence at Dansca
Industry Information Technology and Services
Experience
Dansca April 2015 - Present
UBS May 2008 - March 2015
Volvo Group February 2006 - April 2008
Capgemini September 2002 - January 2006
Accenture June 2000 - August 2002
Saab September 1997 - May 2000
Skills
Business Intelligence, Data Modeling, Business Analysis, Data Warehousing, SDLC, Project Management, Cloud Computing
Education
London Business School
Master of Business Administration (M.B.A.)
KTH Royal Institute of Technology
Master of Science (MS)
Dansca April 2015 - Present
UBS May 2008 - March 2015
Volvo Group February 2006 - April 2008
Capgemini September 2002 - January 2006
Accenture June 2000 - August 2002
Saab September 1997 - May 2000
Skills
Business Intelligence, Data Modeling, Business Analysis, Data Warehousing, SDLC, Project Management, Cloud Computing
Education
London Business School
Master of Business Administration (M.B.A.)
KTH Royal Institute of Technology
Master of Science (MS)
Jeffrey Giacoponello Jeffrey Giacoponello's UBS Experience 2001 - 2004
Job AVP, Talent Partner at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group September 2011 - January 2014
Lincoln Financial Group July 2007 - September 2011
Vanguard 2004 - 2007
UBS 2001 - 2004
JP Morgan 1999 - 2001
Skills
Performance Management, Talent Management, Financial Services, Leadership, Recruiting, Training, Management, Program Management, Process Improvement, Human Resources, Employee Engagement, Leadership Development, Succession Planning, Coaching, Risk Management
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Development Program
Penn State University 2005 — 2007
Masters, Leadership Development
King's College London, U. of London 1999 — 1999
Greenbelt Certified - DMAIIC, Six-Sigma
Saint Joseph's University 1995 — 1999
Bachlors, Finance
William Tennent
William Tennent
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group September 2011 - January 2014
Lincoln Financial Group July 2007 - September 2011
Vanguard 2004 - 2007
UBS 2001 - 2004
JP Morgan 1999 - 2001
Skills
Performance Management, Talent Management, Financial Services, Leadership, Recruiting, Training, Management, Program Management, Process Improvement, Human Resources, Employee Engagement, Leadership Development, Succession Planning, Coaching, Risk Management
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Development Program
Penn State University 2005 — 2007
Masters, Leadership Development
King's College London, U. of London 1999 — 1999
Greenbelt Certified - DMAIIC, Six-Sigma
Saint Joseph's University 1995 — 1999
Bachlors, Finance
William Tennent
William Tennent
Andrew Morley Andrew Morley's UBS Experience May 2005 - August 2005
Job Associate at Rothschild
Industry Financial Services
Experience
Rothschild April 2015 - Present
DEPARTMENT OF DEFENSE August 2006 - June 2014
UBS May 2005 - August 2005
Skills
Conversational Spanish, Engineering, Munitions, Defense, Aerospace, DoD, Systems Engineering, Military, Project Management, Marketing, Management
Education
New York University, Stern School of Business 2011 — 2014
MBA, Corporate Finance and Finance Systems
Lafayette College 2002 — 2006
BS, Mechanical Engineering, Mathematics
Rothschild April 2015 - Present
DEPARTMENT OF DEFENSE August 2006 - June 2014
UBS May 2005 - August 2005
Skills
Conversational Spanish, Engineering, Munitions, Defense, Aerospace, DoD, Systems Engineering, Military, Project Management, Marketing, Management
Education
New York University, Stern School of Business 2011 — 2014
MBA, Corporate Finance and Finance Systems
Lafayette College 2002 — 2006
BS, Mechanical Engineering, Mathematics
Peter D'Elia Peter D'Elia's UBS Experience 1984 - 2004
Job Financial Business Analyst
Industry Investment Banking
Experience
BNP Paribas January 2015 - April 2015
Scout Trading August 2013 - February 2014
BMO Capital Markets July 2004 - December 2012
UBS 1984 - 2004
Skills
Equities, Proprietary Trading, Investment Banking, Capital Markets, Fixed Income, Private Equity, Derivatives, Hedge Funds, Financial Modeling, Corporate Finance, Leveraged Finance, Private Placements, Equity Derivatives, Trading Systems, Bloomberg, Structured Products, Electronic Trading, Analytical Skills, Highly detail oriented, Very Strong Operational..., Proactive self-starter, Settlement, Alternative Investments, ETFs, Trading Strategies, Funding
Education
Kingsborough Community College
BNP Paribas January 2015 - April 2015
Scout Trading August 2013 - February 2014
BMO Capital Markets July 2004 - December 2012
UBS 1984 - 2004
Skills
Equities, Proprietary Trading, Investment Banking, Capital Markets, Fixed Income, Private Equity, Derivatives, Hedge Funds, Financial Modeling, Corporate Finance, Leveraged Finance, Private Placements, Equity Derivatives, Trading Systems, Bloomberg, Structured Products, Electronic Trading, Analytical Skills, Highly detail oriented, Very Strong Operational..., Proactive self-starter, Settlement, Alternative Investments, ETFs, Trading Strategies, Funding
Education
Kingsborough Community College
John Pocceschi, CIMA John Pocceschi, CIMA's UBS Experience June 2010 - Present
Job Director, Municipal Specialist at UBS
Industry Financial Services
Experience
UBS June 2010 - Present
TD Ameritrade October 2006 - September 2009
Merrill Lynch 1986 - 2006
Skills
Series 7, Fixed Income, Wealth Management, Series 63, Mutual Funds, Alternative Investments, Series 24, Investments, Portfolio Management, Asset Allocation, Asset Managment, Investment Advisory, Securities, Financial Services, Investment Strategies
Education
King's College 1978 — 1981
BS, Business Administration
UBS June 2010 - Present
TD Ameritrade October 2006 - September 2009
Merrill Lynch 1986 - 2006
Skills
Series 7, Fixed Income, Wealth Management, Series 63, Mutual Funds, Alternative Investments, Series 24, Investments, Portfolio Management, Asset Allocation, Asset Managment, Investment Advisory, Securities, Financial Services, Investment Strategies
Education
King's College 1978 — 1981
BS, Business Administration
ED KOLESHNICK ED KOLESHNICK's UBS Experience April 2012 - December 2012
Job Independent Professional Licensed Chauffeur
Industry Financial Services
Experience
Ed Koleshnick September 2013 - Present
UBS April 2012 - December 2012
RBS Global Banking & Markets November 2010 - November 2011
Deutsche Bank Securities October 1995 - July 2009
NATWEST SECURITIES 1995 - 1998
S.G. WARBURG 1985 - 1995
Cowen and Company 1981 - 1983
Skills
Settlements, Customer Service, Fixed Income, Equities, Reconciliations, Bonds, Securities, Derivatives, Middle Office, Back Office, Excel, Funding, Change Management, Word, DTC, Physical Security, Account Reconciliation, Settlement
Education
Kingsborough Community College
BS, Business Administration
Ed Koleshnick September 2013 - Present
UBS April 2012 - December 2012
RBS Global Banking & Markets November 2010 - November 2011
Deutsche Bank Securities October 1995 - July 2009
NATWEST SECURITIES 1995 - 1998
S.G. WARBURG 1985 - 1995
Cowen and Company 1981 - 1983
Skills
Settlements, Customer Service, Fixed Income, Equities, Reconciliations, Bonds, Securities, Derivatives, Middle Office, Back Office, Excel, Funding, Change Management, Word, DTC, Physical Security, Account Reconciliation, Settlement
Education
Kingsborough Community College
BS, Business Administration
Stephanie DeWitt Stephanie DeWitt's UBS Experience July 1996 - April 2004
Job Managing Partner at Ascend Financial Consultants
Industry Financial Services
Experience
Ascend Financial Consultants, Inc. April 2004 - Present
UBS July 1996 - April 2004
Skills
Investments, Estate Planning..., Finance, Retirement Planning, Asset Allocation, Mutual Funds, Long Term Care Insurance, Insurance, Strategic Investment..., Skilled at developing...
Education
Kettering University
Bachelors of Industrial Administration, Marketing
Indiana University
Ascend Financial Consultants, Inc. April 2004 - Present
UBS July 1996 - April 2004
Skills
Investments, Estate Planning..., Finance, Retirement Planning, Asset Allocation, Mutual Funds, Long Term Care Insurance, Insurance, Strategic Investment..., Skilled at developing...
Education
Kettering University
Bachelors of Industrial Administration, Marketing
Indiana University
Martin Yates Martin Yates's UBS Experience January 2013 - May 2014
Job Head of Firmwide Cyber Program at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase & Co. August 2014 - May 2015
UBS January 2013 - May 2014
Deutsche Bank August 2008 - December 2012
Deutsche Bank July 2006 - August 2008
Deutsche Bank 2005 - 2006
Deutsche Bank 2000 - 2005
Deutsche Bank 1997 - 2000
Morgan Stanley 1987 - 1997
British Rail 1981 - 1987
Skills
Investment Banking, Settlement, Trading Systems, Middle Office, Back Office, Capital Markets, Equities, Derivatives, Prime Brokerage, Credit Derivatives, Reference Data, Fixed Income, Equity Derivatives, Equity Trading, Sybase, Securities, Market Risk, Interest Rate..., Trading, Collateral Management, Swaps, IT Strategy, Electronic Trading, Securities Lending, IT Service Management, Low Latency, Financial Services, Portfolio Management, Strategy, Hedge Funds, Offshoring, FX Options, Corporate Actions, Options, Program Management, Market Data, Financial Markets, Emerging Markets, Technical Architecture, Commodity, Exchange Connectivity, ITIL, Trading Strategies, Risk Management, SWIFT payments, Straight Through..., CDS, Operational Risk, Re-engineering, Trading System
Education
King's College London 1978 — 1981
BA Hons, Latin with Greek
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase & Co. August 2014 - May 2015
UBS January 2013 - May 2014
Deutsche Bank August 2008 - December 2012
Deutsche Bank July 2006 - August 2008
Deutsche Bank 2005 - 2006
Deutsche Bank 2000 - 2005
Deutsche Bank 1997 - 2000
Morgan Stanley 1987 - 1997
British Rail 1981 - 1987
Skills
Investment Banking, Settlement, Trading Systems, Middle Office, Back Office, Capital Markets, Equities, Derivatives, Prime Brokerage, Credit Derivatives, Reference Data, Fixed Income, Equity Derivatives, Equity Trading, Sybase, Securities, Market Risk, Interest Rate..., Trading, Collateral Management, Swaps, IT Strategy, Electronic Trading, Securities Lending, IT Service Management, Low Latency, Financial Services, Portfolio Management, Strategy, Hedge Funds, Offshoring, FX Options, Corporate Actions, Options, Program Management, Market Data, Financial Markets, Emerging Markets, Technical Architecture, Commodity, Exchange Connectivity, ITIL, Trading Strategies, Risk Management, SWIFT payments, Straight Through..., CDS, Operational Risk, Re-engineering, Trading System
Education
King's College London 1978 — 1981
BA Hons, Latin with Greek
Mike Raffety Mike Raffety's UBS Experience 2001 - December 2007
Job Vice President at Northern Trust Corporation
Industry Computer Networking
Experience
Northern Trust Corporation October 2013 - Present
Northern Trust Corporation May 2009 - October 2013
Toastmasters International August 2008 - August 2010
Apex Systems June 2008 - May 2009
UBS 2001 - December 2007
Perot Systems 1996 - 2001
Swiss Bank Corporation 1992 - 1996
O'Connor & Associates 1986 - 1992
Skills
Policy, Microsoft Excel, Program Management, Strategic Planning, Change Management, Process Improvement, Leadership Development, Business Analysis, Public Speaking, Team Building, Project Management, Team Leadership, Coaching, Vendor Management, Leadership, Risk Management, IT Strategy, Management Consulting, Organizational..., Business Strategy, Business Process..., Training, Nonprofits, Integration, New Business Development, Strategy, Fundraising, Management, Negotiation, Project Planning, Executive Coaching, Analysis, Business Planning, Business Intelligence, Mentoring, Entrepreneurship, Time Management, Networking, Forecasting, Cross-functional Team..., Mergers & Acquisitions, Budgets, Business Development, Start-ups, Consulting, Outsourcing, SDLC, Governance, Testing, CRM
Education
Lake Forest Graduate School of Management 1998 — 2000
MBA
Northern Trust Corporation October 2013 - Present
Northern Trust Corporation May 2009 - October 2013
Toastmasters International August 2008 - August 2010
Apex Systems June 2008 - May 2009
UBS 2001 - December 2007
Perot Systems 1996 - 2001
Swiss Bank Corporation 1992 - 1996
O'Connor & Associates 1986 - 1992
Skills
Policy, Microsoft Excel, Program Management, Strategic Planning, Change Management, Process Improvement, Leadership Development, Business Analysis, Public Speaking, Team Building, Project Management, Team Leadership, Coaching, Vendor Management, Leadership, Risk Management, IT Strategy, Management Consulting, Organizational..., Business Strategy, Business Process..., Training, Nonprofits, Integration, New Business Development, Strategy, Fundraising, Management, Negotiation, Project Planning, Executive Coaching, Analysis, Business Planning, Business Intelligence, Mentoring, Entrepreneurship, Time Management, Networking, Forecasting, Cross-functional Team..., Mergers & Acquisitions, Budgets, Business Development, Start-ups, Consulting, Outsourcing, SDLC, Governance, Testing, CRM
Education
Lake Forest Graduate School of Management 1998 — 2000
MBA
Erik Grimsgaard Erik Grimsgaard's UBS Experience July 2002 - July 2003
Job Client Services Manager at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems May 2015 - Present
Cisco Systems April 2014 - May 2015
Cisco Systems January 2013 - April 2014
Cisco Systems November 2010 - January 2013
Army National Guard October 2010 - October 2011
US Army May 2009 - October 2010
US Army January 2008 - May 2009
US Army April 2006 - January 2008
US Army October 2005 - April 2006
UBS July 2002 - July 2003
Skills
Security Clearance, Leadership, Team Building, DoD, Project Management, Military, Team Leadership, Operations Management, Integration, Telecommunications, Training, Program Management, Cross-functional Team..., Analysis, Strategy, Security, Management, Networking, Military Operations, Project Planning, Cisco Technologies, Unified Communications
Education
La Salle University - School of Business Administration 1997 — 2001
Bachelor of Science, Marketing and Management Information Systems
Cisco Systems May 2015 - Present
Cisco Systems April 2014 - May 2015
Cisco Systems January 2013 - April 2014
Cisco Systems November 2010 - January 2013
Army National Guard October 2010 - October 2011
US Army May 2009 - October 2010
US Army January 2008 - May 2009
US Army April 2006 - January 2008
US Army October 2005 - April 2006
UBS July 2002 - July 2003
Skills
Security Clearance, Leadership, Team Building, DoD, Project Management, Military, Team Leadership, Operations Management, Integration, Telecommunications, Training, Program Management, Cross-functional Team..., Analysis, Strategy, Security, Management, Networking, Military Operations, Project Planning, Cisco Technologies, Unified Communications
Education
La Salle University - School of Business Administration 1997 — 2001
Bachelor of Science, Marketing and Management Information Systems
Jayme Califano Jayme Califano's UBS Experience May 2014 - Present
Job Assistant Complex Director at UBS Financial Services
Industry Financial Services
Experience
UBS May 2014 - Present
UBS Financial Services May 2010 - Present
U.S. Trust August 2009 - April 2010
UBS May 2006 - August 2009
Education
Lafayette College 1998 — 2001
Montclair
UBS May 2014 - Present
UBS Financial Services May 2010 - Present
U.S. Trust August 2009 - April 2010
UBS May 2006 - August 2009
Education
Lafayette College 1998 — 2001
Montclair
Chris Dambroso Chris Dambroso's UBS Experience January 2005 - March 2005
Job physician assistant 2nd year student
Industry Hospital & Health Care
Experience
GraphEffect July 2011 - November 2011
GraphEffect April 2011 - July 2011
Rockefeller Financial April 2010 - March 2011
Rockefeller Financial April 2006 - April 2010
Rockefeller Financial April 2005 - April 2006
UBS January 2005 - March 2005
London Stock Exchange January 2003 - May 2003
Skills
Direct Patient Care, Epic Systems, Patient Safety, Patient Education, Data Analysis, Research, Data Modeling, Clinical Research, Clinical Trials
Education
Le Moyne College 2014 — 2016
Master's degree, Physician Assistant, 4.0 GPA
Syracuse University 2000 — 2004
Bachelor of Science, Finance
GraphEffect July 2011 - November 2011
GraphEffect April 2011 - July 2011
Rockefeller Financial April 2010 - March 2011
Rockefeller Financial April 2006 - April 2010
Rockefeller Financial April 2005 - April 2006
UBS January 2005 - March 2005
London Stock Exchange January 2003 - May 2003
Skills
Direct Patient Care, Epic Systems, Patient Safety, Patient Education, Data Analysis, Research, Data Modeling, Clinical Research, Clinical Trials
Education
Le Moyne College 2014 — 2016
Master's degree, Physician Assistant, 4.0 GPA
Syracuse University 2000 — 2004
Bachelor of Science, Finance
Orlando Camacho Orlando Camacho's UBS Experience November 2010 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS November 2010 - Present
Wachovia, A Wells Fargo Company June 2010 - November 2010
Morgan Stanley Smith Barney January 2010 - May 2010
Citigroup 2003 - 2010
UBS July 2002 - June 2003
CDS Companies 2003 - 2003
Guardian Life Insurance 1997 - 2001
Shearson Lehman - Smith Barney September 1991 - April 1996
Dean Witter February 1990 - September 1991
Skills
COBOL, DB2, XML, JavaScript, HTML, REXX, Mainframe, JCL, VSAM, TSO, Visual Basic, Fileaid, Linux, MVS, SDLC, Software Development, Programming, IBM Mainframe, CICS, Business Analysis, Endeavor, Requirements Analysis, Visio, Systems Analysis, Software Project..., Java, Unix
Education
La Guardia CC 1982 — 1986
Associate's degree, Computer Programming
LaGuardia Community College 1982 — 1986
Associates, Computer Science
UBS November 2010 - Present
Wachovia, A Wells Fargo Company June 2010 - November 2010
Morgan Stanley Smith Barney January 2010 - May 2010
Citigroup 2003 - 2010
UBS July 2002 - June 2003
CDS Companies 2003 - 2003
Guardian Life Insurance 1997 - 2001
Shearson Lehman - Smith Barney September 1991 - April 1996
Dean Witter February 1990 - September 1991
Skills
COBOL, DB2, XML, JavaScript, HTML, REXX, Mainframe, JCL, VSAM, TSO, Visual Basic, Fileaid, Linux, MVS, SDLC, Software Development, Programming, IBM Mainframe, CICS, Business Analysis, Endeavor, Requirements Analysis, Visio, Systems Analysis, Software Project..., Java, Unix
Education
La Guardia CC 1982 — 1986
Associate's degree, Computer Programming
LaGuardia Community College 1982 — 1986
Associates, Computer Science
Casey Jojic Casey Jojic's UBS Experience March 2015 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS March 2015 - Present
UBS February 2011 - Present
Community USA HoldCo September 2009 - September 2010
Merrill Lynch March 2007 - September 2009
Merrill Lynch June 2004 - March 2007
Merrill Lynch July 2003 - June 2004
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA
Lehigh University 1999 — 2003
BS, Finance. Economics
UBS March 2015 - Present
UBS February 2011 - Present
Community USA HoldCo September 2009 - September 2010
Merrill Lynch March 2007 - September 2009
Merrill Lynch June 2004 - March 2007
Merrill Lynch July 2003 - June 2004
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA
Lehigh University 1999 — 2003
BS, Finance. Economics
Marly Hammer Marly Hammer's UBS Experience June 2014 - August 2015
Job
Industry Arts and Crafts
Experience
Demisch Danant September 2015 - Present
UBS June 2014 - August 2015
Peter Marino Architect November 2012 - February 2014
Brenda Taylor Gallery & Consultancy March 2008 - October 2012
Fred Torres Collaborations March 2008 - February 2009
Tony Shafrazi Gallery November 2006 - March 2008
Neuberger Berman Art Program August 2005 - September 2006
Skills
Museums, Contemporary Art, Art, Galleries, Event Management, Press Releases, Art Exhibitions, Research, Art History, Public Speaking, Fine Art, Photography, Art Handling, Event Planning, Art Education, Nonprofits, Arts Administration, Curating, Visual Arts, Sculpture, Photoshop, Drawing, Museum Collections, Exhibit Design, Adobe Creative Suite, Museum Education, Painting
Education
San Francisco Art Institute 2009 — 2011
Masters of Arts
Lafayette College 2001 — 2005
Bachelor's degree
Syracuse University in Florence 2003 — 2003
The Peddie School 1998 — 2001
Demisch Danant September 2015 - Present
UBS June 2014 - August 2015
Peter Marino Architect November 2012 - February 2014
Brenda Taylor Gallery & Consultancy March 2008 - October 2012
Fred Torres Collaborations March 2008 - February 2009
Tony Shafrazi Gallery November 2006 - March 2008
Neuberger Berman Art Program August 2005 - September 2006
Skills
Museums, Contemporary Art, Art, Galleries, Event Management, Press Releases, Art Exhibitions, Research, Art History, Public Speaking, Fine Art, Photography, Art Handling, Event Planning, Art Education, Nonprofits, Arts Administration, Curating, Visual Arts, Sculpture, Photoshop, Drawing, Museum Collections, Exhibit Design, Adobe Creative Suite, Museum Education, Painting
Education
San Francisco Art Institute 2009 — 2011
Masters of Arts
Lafayette College 2001 — 2005
Bachelor's degree
Syracuse University in Florence 2003 — 2003
The Peddie School 1998 — 2001
Olzhas Yestekov's UBS Experience September 2012 - July 2013
Job Master of Science student at University of Akron
Industry Accounting
Experience
UBS September 2012 - July 2013
Deloitte Touche Tohmatsu September 2011 - September 2012
Deloitte Touche Tohmatsu September 2009 - August 2011
Allstate January 2009 - May 2009
KIMEP University September 2007 - May 2008
Skills
Accounting, Financial Reporting, Auditing, Management Accounting, IFRS, Financial Accounting, Microsoft Excel, External Audit, Compliance, US GAAP, Internal Controls, Financial Regulation, Internal Audit, Financial Analysis, Corporate Finance, Microsoft Office, Analysis
Education
The University of Akron 2013 — 2015
Master of Science (MSc), Accounting
University of Arizona 2013 — 2013
Non-degree, Preacademic Orientation
Kazakhstan Institute of Management, Economics and Strategic Research (KIMEP University) 2007 — 2011
Bachelor's degree, Accounting
Lamar Community College 2008 — 2009
Exchange program, Accounting
Physics-Mathematics Lyceum #166, Almaty Kazakhstan 2004 — 2007
High School, Mathematics, 4.5 / 5
Kazakh-Turkish Boarding School, Aktobe Kazakhstan 2002 — 2004
High School, Physics
UBS September 2012 - July 2013
Deloitte Touche Tohmatsu September 2011 - September 2012
Deloitte Touche Tohmatsu September 2009 - August 2011
Allstate January 2009 - May 2009
KIMEP University September 2007 - May 2008
Skills
Accounting, Financial Reporting, Auditing, Management Accounting, IFRS, Financial Accounting, Microsoft Excel, External Audit, Compliance, US GAAP, Internal Controls, Financial Regulation, Internal Audit, Financial Analysis, Corporate Finance, Microsoft Office, Analysis
Education
The University of Akron 2013 — 2015
Master of Science (MSc), Accounting
University of Arizona 2013 — 2013
Non-degree, Preacademic Orientation
Kazakhstan Institute of Management, Economics and Strategic Research (KIMEP University) 2007 — 2011
Bachelor's degree, Accounting
Lamar Community College 2008 — 2009
Exchange program, Accounting
Physics-Mathematics Lyceum #166, Almaty Kazakhstan 2004 — 2007
High School, Mathematics, 4.5 / 5
Kazakh-Turkish Boarding School, Aktobe Kazakhstan 2002 — 2004
High School, Physics
Cynthia Thurman-Thomas Cynthia Thurman-Thomas's UBS Experience December 2003 - Present
Job Executive Assistant
Industry Financial Services
Experience
UBS December 2003 - Present
Credit Suisse September 2000 - October 2002
Wasserstein Perella September 1996 - August 2000
Skills
Administrative..., Travel Arrangements, Office Management, Concur, Outlook, Spreadsheets, Confidentiality, Calendaring, Expenses, Microsoft Excel
Education
Kingsborough Community College 1981 — 1983
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General
UBS December 2003 - Present
Credit Suisse September 2000 - October 2002
Wasserstein Perella September 1996 - August 2000
Skills
Administrative..., Travel Arrangements, Office Management, Concur, Outlook, Spreadsheets, Confidentiality, Calendaring, Expenses, Microsoft Excel
Education
Kingsborough Community College 1981 — 1983
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General
Peter LoRusso Peter LoRusso's UBS Experience January 2006 - April 2006
Job Manager at Mitsubishi UFJ Trust & Banking Corporation (U.S.A.)
Industry Banking
Experience
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) August 2006 - Present
UBS January 2006 - April 2006
Skills
Banking, Hedge Funds, Derivatives, Financial Markets, Securities
Education
Le Moyne College 2002 — 2006
Business Administration and Management, General
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) August 2006 - Present
UBS January 2006 - April 2006
Skills
Banking, Hedge Funds, Derivatives, Financial Markets, Securities
Education
Le Moyne College 2002 — 2006
Business Administration and Management, General
Glenn Oratz Glenn Oratz's UBS Experience October 2013 - Present
Job Managing Director UBS Wealth Management
Industry Financial Services
Experience
UBS October 2013 - Present
Merrill Lynch March 2000 - October 2013
Goldman Sachs August 1993 - March 2000
J.P. Morgan August 1989 - June 1991
Education
UCLA Anderson School of Management 1991 — 1993
Master of Business Administration (MBA), Finance/Strategic Planning
Lehigh University 1985 — 1989
Bachelor of Science (B.S.), Finance
UBS October 2013 - Present
Merrill Lynch March 2000 - October 2013
Goldman Sachs August 1993 - March 2000
J.P. Morgan August 1989 - June 1991
Education
UCLA Anderson School of Management 1991 — 1993
Master of Business Administration (MBA), Finance/Strategic Planning
Lehigh University 1985 — 1989
Bachelor of Science (B.S.), Finance
Kelly Berkanish Kelly Berkanish's UBS Experience March 2013 - October 2013
Job Associate Director, Structured Solutions Sales at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2015 - Present
UBS Wealth Management April 2015 - June 2015
UBS Wealth Management March 2014 - February 2015
UBS Wealth Management November 2010 - February 2014
UBS March 2013 - October 2013
First Brokers Securities June 2009 - August 2010
Skills
Fixed Income, Wealth Management, Alternative Investments, Capital Markets, Asset Management, Derivatives, Financial Analysis, Investments, Series 7, Bloomberg, Portfolio Management, Structured Products, Foreign Exchange
Education
Lehigh University 2006 — 2010
Bachelor of Science (BS), Finance
UBS Wealth Management July 2015 - Present
UBS Wealth Management April 2015 - June 2015
UBS Wealth Management March 2014 - February 2015
UBS Wealth Management November 2010 - February 2014
UBS March 2013 - October 2013
First Brokers Securities June 2009 - August 2010
Skills
Fixed Income, Wealth Management, Alternative Investments, Capital Markets, Asset Management, Derivatives, Financial Analysis, Investments, Series 7, Bloomberg, Portfolio Management, Structured Products, Foreign Exchange
Education
Lehigh University 2006 — 2010
Bachelor of Science (BS), Finance
Kenny Hysi Kenny Hysi's UBS Experience September 2010 - January 2011
Job IT Business Analyst Advantage Technical Resourcing / currently @ Ford Motor Company
Industry Automotive
Experience
Journal Register Company May 2011 - March 2012
AutoWeek January 2011 - May 2011
UBS September 2010 - January 2011
APS LLC November 2009 - August 2010
BASF Corporation May 2000 - June 2009
Skills
Financial Analysis, Process Improvement, Forecasting, Financial Reporting, Financial Modeling, Finance, Accounting, Analysis, Competitive Analysis, Team Leadership, Business Strategy, New Business Development, Budgets, Pricing, Six Sigma, Green Belt, Information Management, Information Technology, SharePoint, Cross-functional Team..., SAP, Business Process..., Program Management, Management, Strategy, Risk Management, Business Development, CRM, Data Analysis, Leadership, Project Management, Business Planning, Business Analysis, Change Management, Mergers & Acquisitions, Analytics, Vendor Management, Management Consulting, Product Development, Executive Management, Strategic Planning, Corporate Finance, Product Management, Sales, Operations Management, Market Research, Start-ups, Account Management, Team Building, Market Analysis
Education
Lawrence Technological University 2006 — 2009
MBA - Master of Business Administration, Finance
Walsh College 2002 — 2006
Bachelor of Business Administration, Business Information Technology - BIT
Journal Register Company May 2011 - March 2012
AutoWeek January 2011 - May 2011
UBS September 2010 - January 2011
APS LLC November 2009 - August 2010
BASF Corporation May 2000 - June 2009
Skills
Financial Analysis, Process Improvement, Forecasting, Financial Reporting, Financial Modeling, Finance, Accounting, Analysis, Competitive Analysis, Team Leadership, Business Strategy, New Business Development, Budgets, Pricing, Six Sigma, Green Belt, Information Management, Information Technology, SharePoint, Cross-functional Team..., SAP, Business Process..., Program Management, Management, Strategy, Risk Management, Business Development, CRM, Data Analysis, Leadership, Project Management, Business Planning, Business Analysis, Change Management, Mergers & Acquisitions, Analytics, Vendor Management, Management Consulting, Product Development, Executive Management, Strategic Planning, Corporate Finance, Product Management, Sales, Operations Management, Market Research, Start-ups, Account Management, Team Building, Market Analysis
Education
Lawrence Technological University 2006 — 2009
MBA - Master of Business Administration, Finance
Walsh College 2002 — 2006
Bachelor of Business Administration, Business Information Technology - BIT
Christopher Leomporra Christopher Leomporra's UBS Experience 2000 - 2001
Job President and Founder of TalkSportsPhilly.com and BrainHelper.org
Industry Information Technology and Services
Experience
TalkSportsPhilly,com August 2009 - Present
LeoSharp I.T. Consulting 1997 - 2014
Legal Aid Society of Hawaii 2004 - 2005
UBS 2000 - 2001
Pfizer 1997 - 1997
CompUSA 1995 - 1997
ADP 1991 - 1994
Skills
Social Media Marketing, Social Media, Marketing, Social Networking, Email Marketing, Strategic Planning, Online Advertising, SEO, Digital Marketing, Marketing Strategy, Sales, Blogging, Marketing Communications, Digital Media, Public Speaking, Website Development, Website Promotion, Editing, Computers, Computer Repair, Network Administration, Training, Travel, Sports Marketing, Sports Writing, Sports Media, Strategic Partnerships, Web Design, Press Releases, Team Leadership, Online Marketing, Public Relations, Facebook, Lead Generation, Integrated Marketing, Mobile Marketing, Brand Development, Small Business, Direct Marketing, Web Marketing, SEM, Google Analytics, E-commerce, Web Analytics, Content Strategy
Education
Harris School of Business 2006 — 2007
Business Management
La Salle University 1985 — 1990
B.S., Management Information Systems
La Salle University - School of Business Administration
B.A, Organizational Behavior in Management
TalkSportsPhilly,com August 2009 - Present
LeoSharp I.T. Consulting 1997 - 2014
Legal Aid Society of Hawaii 2004 - 2005
UBS 2000 - 2001
Pfizer 1997 - 1997
CompUSA 1995 - 1997
ADP 1991 - 1994
Skills
Social Media Marketing, Social Media, Marketing, Social Networking, Email Marketing, Strategic Planning, Online Advertising, SEO, Digital Marketing, Marketing Strategy, Sales, Blogging, Marketing Communications, Digital Media, Public Speaking, Website Development, Website Promotion, Editing, Computers, Computer Repair, Network Administration, Training, Travel, Sports Marketing, Sports Writing, Sports Media, Strategic Partnerships, Web Design, Press Releases, Team Leadership, Online Marketing, Public Relations, Facebook, Lead Generation, Integrated Marketing, Mobile Marketing, Brand Development, Small Business, Direct Marketing, Web Marketing, SEM, Google Analytics, E-commerce, Web Analytics, Content Strategy
Education
Harris School of Business 2006 — 2007
Business Management
La Salle University 1985 — 1990
B.S., Management Information Systems
La Salle University - School of Business Administration
B.A, Organizational Behavior in Management
Michael J D'Angelo's UBS Experience September 1999 - November 2004
Job Chairman & CEO The D'Angelo Organization.
Industry Utilities
Experience
Yevo International January 2015 - Present
North American Power/Thrive March 2010 - January 2015
STE 2008 - 2011
Univera LifeSciences November 2004 - August 2010
MXI Corporation October 2007 - August 2008
UBS September 1999 - November 2004
Everen Securities 1993 - 1999
Skills
Venture Philanthropy, Lifestyle Coaching, Leadership Development, Leadership, E-commerce, Finance, Strategic Planning, Coaching, Entrepreneurship, Public Speaking, Team Building, Nutrition, Fundraising, Budgets, Negotiation, Sales Management, Business Strategy, Management Consulting, Customer Service, New Business Development, Strategic Financial..., Business Planning, Investments, Direct Sales, Training, Marketing, Social Networking, Marketing Strategy, Team Leadership, Executive Management, Business Development, Small Business, Corporate Finance, Real Estate Transactions, Event Planning, Personal Development, Investment Properties, Energy, Marketing Communications, Lead Generation, Alternative Energy, Sustainable Energy, Business Networking, Strategic Partnerships, Social Media Marketing, Time Management, Financial Analysis, Real Estate, Banking, Network Marketing
Education
Landmark Education 2001 — 2009
Forum & Advanced Course, Social Entrepreneurship
University of Bridgeport 1985 — 1989
Bachelor of Science, Social Entrepreneurship
Yevo International January 2015 - Present
North American Power/Thrive March 2010 - January 2015
STE 2008 - 2011
Univera LifeSciences November 2004 - August 2010
MXI Corporation October 2007 - August 2008
UBS September 1999 - November 2004
Everen Securities 1993 - 1999
Skills
Venture Philanthropy, Lifestyle Coaching, Leadership Development, Leadership, E-commerce, Finance, Strategic Planning, Coaching, Entrepreneurship, Public Speaking, Team Building, Nutrition, Fundraising, Budgets, Negotiation, Sales Management, Business Strategy, Management Consulting, Customer Service, New Business Development, Strategic Financial..., Business Planning, Investments, Direct Sales, Training, Marketing, Social Networking, Marketing Strategy, Team Leadership, Executive Management, Business Development, Small Business, Corporate Finance, Real Estate Transactions, Event Planning, Personal Development, Investment Properties, Energy, Marketing Communications, Lead Generation, Alternative Energy, Sustainable Energy, Business Networking, Strategic Partnerships, Social Media Marketing, Time Management, Financial Analysis, Real Estate, Banking, Network Marketing
Education
Landmark Education 2001 — 2009
Forum & Advanced Course, Social Entrepreneurship
University of Bridgeport 1985 — 1989
Bachelor of Science, Social Entrepreneurship
Bill Casey Bill Casey's UBS Experience 1988 - 1991
Job Managing Member at Locust Capital Management
Industry Financial Services
Experience
Locust Capital Management July 2009 - Present
Locust Capital October 2008 - Present
GMAC ResCap August 2004 - September 2008
Merrill Lynch 1998 - 2003
Mellon Bank 1994 - 1998
Smith Barney 1992 - 1994
UBS 1988 - 1991
Skills
Capital Markets, Portfolio Management, Fixed Income, Risk Management, Banking, Mergers, Cash Management, Credit, Treasury Management, Finance, Wealth Management, Securities, Treasury, Hedging, Liquidity Management
Education
Temple University - Fox School of Business and Management 1997 — 1999
MBA
Lafayette College 1981 — 1985
BA, Economics and Finance
Locust Capital Management July 2009 - Present
Locust Capital October 2008 - Present
GMAC ResCap August 2004 - September 2008
Merrill Lynch 1998 - 2003
Mellon Bank 1994 - 1998
Smith Barney 1992 - 1994
UBS 1988 - 1991
Skills
Capital Markets, Portfolio Management, Fixed Income, Risk Management, Banking, Mergers, Cash Management, Credit, Treasury Management, Finance, Wealth Management, Securities, Treasury, Hedging, Liquidity Management
Education
Temple University - Fox School of Business and Management 1997 — 1999
MBA
Lafayette College 1981 — 1985
BA, Economics and Finance
Jeff Benfield Jeff Benfield's UBS Experience May 2006 - August 2006
Job Strategic Solutions Manager at SEI
Industry Financial Services
Experience
SEI March 2014 - Present
Albridge, an Affiliate of Pershing February 2010 - March 2014
Albridge, an Affiliate of Pershing June 2009 - February 2010
AXA Advisors June 2007 - May 2009
UBS May 2006 - August 2006
Skills
Financial Services, Series 7, Product Management, Wealth Management, Financial Technology, Performance Reporting, Product Development, Portfolio Management, Mutual Funds, Relationship Management, Production Managment, Investments, Securities, Asset Allocation, Alternative Investments, Fixed Income, Investment Management, Presentations, Equities
Education
Lehigh University
BS, Marketing
Texas A&M University
MBA, Finance
Wake Forest University
Certificate in Financial Planning, Financial Planning and Services
SEI March 2014 - Present
Albridge, an Affiliate of Pershing February 2010 - March 2014
Albridge, an Affiliate of Pershing June 2009 - February 2010
AXA Advisors June 2007 - May 2009
UBS May 2006 - August 2006
Skills
Financial Services, Series 7, Product Management, Wealth Management, Financial Technology, Performance Reporting, Product Development, Portfolio Management, Mutual Funds, Relationship Management, Production Managment, Investments, Securities, Asset Allocation, Alternative Investments, Fixed Income, Investment Management, Presentations, Equities
Education
Lehigh University
BS, Marketing
Texas A&M University
MBA, Finance
Wake Forest University
Certificate in Financial Planning, Financial Planning and Services
David DiMaria's UBS Experience June 2012 - August 2012
Job Lehigh University Graduate
Industry Financial Services
Experience
Procida Realty & Construction Corp. February 2015 - Present
UBS June 2012 - August 2012
Dynamic Sports Marketing May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Bloomberg, Microsoft Office, Microsoft Word, Social Media, Research, Public Speaking, Financial Analysis, Data Analysis, Financial Modeling, Leadership, Investments
Education
Lehigh University 2009 — 2014
Bachelor of Arts (B.A.), Psychology, Business Economics
Half Hollow Hills High School West 2005 — 2009
High School Diploma
Procida Realty & Construction Corp. February 2015 - Present
UBS June 2012 - August 2012
Dynamic Sports Marketing May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Bloomberg, Microsoft Office, Microsoft Word, Social Media, Research, Public Speaking, Financial Analysis, Data Analysis, Financial Modeling, Leadership, Investments
Education
Lehigh University 2009 — 2014
Bachelor of Arts (B.A.), Psychology, Business Economics
Half Hollow Hills High School West 2005 — 2009
High School Diploma
Won Kook Kim Won Kook Kim's UBS Experience March 2011 - June 2011
Job Student at New York University
Industry Financial Services
Experience
PAMLI Capital Management June 2012 - August 2012
UBS March 2011 - June 2011
PCA Asset Management Korea September 2009 - December 2009
Iraq Zaytun Division, ROK Army February 2008 - September 2008
Skills
C++, Java, VBA, Matlab, Microsoft Excel, Quantitative Finance, Mathematics
Education
New York University 2011 — 2012
Master of Science (M.S.), Mathematics in Finance
Korea University 2003 — 2011
B.A., B.S., Economics, Mathematics, Financial Engineering
PAMLI Capital Management June 2012 - August 2012
UBS March 2011 - June 2011
PCA Asset Management Korea September 2009 - December 2009
Iraq Zaytun Division, ROK Army February 2008 - September 2008
Skills
C++, Java, VBA, Matlab, Microsoft Excel, Quantitative Finance, Mathematics
Education
New York University 2011 — 2012
Master of Science (M.S.), Mathematics in Finance
Korea University 2003 — 2011
B.A., B.S., Economics, Mathematics, Financial Engineering
Penny Bobrow-Simms's UBS Experience November 1999 - November 2007
Job Administive Receptionist at Goodwin Procter LLP
Industry Law Practice
Experience
Goodwin Procter LLP February 2012 - Present
New York Dept of Health, National Quality Center June 2011 - September 2011
FAIR Health Inc. April 2010 - January 2011
New York State of Health February 2009 - April 2010
UBS Investment Bank November 2007 - December 2008
UBS November 1999 - November 2007
Cornerstone Strategic Branding, Inc May 1999 - October 1999
Cathy Callegari, Public Relations, Inc January 1997 - May 1999
Skills
Accountability, Administrative Support, Administration, Conferences, Outlook, Team Oriented, Interviews, Administrative..., System Administration, Recruiting, Team-oriented, Events, Office Management, Access, Customer Service, Microsoft Excel, Public Speaking, Microsoft Office, Teamwork, Marketing, Management, Leadership, Administrative..., Employee Benefits, Human Resources
Education
Fashion Institute of Technology, State University of New
Associate of Applied Science and Bachelor of Science, Fashion Merchandising & Marketing
Landmark Education
Goodwin Procter LLP February 2012 - Present
New York Dept of Health, National Quality Center June 2011 - September 2011
FAIR Health Inc. April 2010 - January 2011
New York State of Health February 2009 - April 2010
UBS Investment Bank November 2007 - December 2008
UBS November 1999 - November 2007
Cornerstone Strategic Branding, Inc May 1999 - October 1999
Cathy Callegari, Public Relations, Inc January 1997 - May 1999
Skills
Accountability, Administrative Support, Administration, Conferences, Outlook, Team Oriented, Interviews, Administrative..., System Administration, Recruiting, Team-oriented, Events, Office Management, Access, Customer Service, Microsoft Excel, Public Speaking, Microsoft Office, Teamwork, Marketing, Management, Leadership, Administrative..., Employee Benefits, Human Resources
Education
Fashion Institute of Technology, State University of New
Associate of Applied Science and Bachelor of Science, Fashion Merchandising & Marketing
Landmark Education
Matthew Pyles Matthew Pyles's UBS Experience September 2014 - Present
Job Associate Director at UBS
Industry Information Technology and Services
Experience
UBS September 2014 - Present
PwC August 2009 - August 2014
PwC Consulting June 2008 - August 2008
Skills
Data Analysis, IT Audit, Financial Analysis, Databases, Quality Assurance, Microsoft Office, Microsoft Access, Microsoft SQL Server, Operational Risk..., Audit Command Language, Computer Assisted Audit, Business Requirements, User Acceptance Testing, Regression Analysis, Project Management, ERP, Relational Databases, Product Development, Client Billing, Toad Data Modeler, Front to Back Office, Oracle PL/SQL..., Access, Business Analysis, External Audit
Education
Lehigh University 2005 — 2009
B.S., Industrial Engineering
UBS September 2014 - Present
PwC August 2009 - August 2014
PwC Consulting June 2008 - August 2008
Skills
Data Analysis, IT Audit, Financial Analysis, Databases, Quality Assurance, Microsoft Office, Microsoft Access, Microsoft SQL Server, Operational Risk..., Audit Command Language, Computer Assisted Audit, Business Requirements, User Acceptance Testing, Regression Analysis, Project Management, ERP, Relational Databases, Product Development, Client Billing, Toad Data Modeler, Front to Back Office, Oracle PL/SQL..., Access, Business Analysis, External Audit
Education
Lehigh University 2005 — 2009
B.S., Industrial Engineering
Joel Chudnofsky Joel Chudnofsky's UBS Experience July 2010 - October 2013
Job Sr. Business Analyst at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
Barclays Investment Bank January 2014 - August 2014
UBS July 2010 - October 2013
UBS July 2008 - July 2010
Fidelity Investments July 2007 - August 2007
Skills
Business Analysis, Data Analysis, Data Mining, Project Management, Microsoft Excel, Visio, Six Sigma, Business Objects, Business Process..., Process Engineering, Root Cause Analysis, Operational Excellence, Microsoft Office, Microsoft Word, Budget Reconciliation, Visual Basic, SQL, Minitab, Bloomberg Terminal
Education
Lehigh University 2005 — 2008
Bachelor's degree, Finance, Engineering
Citi September 2014 - Present
Barclays Investment Bank January 2014 - August 2014
UBS July 2010 - October 2013
UBS July 2008 - July 2010
Fidelity Investments July 2007 - August 2007
Skills
Business Analysis, Data Analysis, Data Mining, Project Management, Microsoft Excel, Visio, Six Sigma, Business Objects, Business Process..., Process Engineering, Root Cause Analysis, Operational Excellence, Microsoft Office, Microsoft Word, Budget Reconciliation, Visual Basic, SQL, Minitab, Bloomberg Terminal
Education
Lehigh University 2005 — 2008
Bachelor's degree, Finance, Engineering
Darcie campbell Darcie campbell's UBS Experience May 2010 - August 2010
Job Managing Consultant at IBM
Industry Information Technology and Services
Experience
IBM October 2014 - Present
IBM July 2013 - September 2014
IBM August 2011 - June 2013
UBS May 2010 - August 2010
Shu Uemura /L'Oréal Nippon May 2009 - September 2009
Skills
Business Strategy, Microsoft Office, PowerPoint, Retail, Microsoft Excel, Requirements Analysis, Excel, Lotus Notes, Digital Strategy, Customer Experience, Social Media, Financial Services, Marketing Strategy, Project Management, Public Relations, Leadership, Program Management, Strategy
Education
Lehigh University 2007 — 2011
BS, Finance and Marketing
IBM October 2014 - Present
IBM July 2013 - September 2014
IBM August 2011 - June 2013
UBS May 2010 - August 2010
Shu Uemura /L'Oréal Nippon May 2009 - September 2009
Skills
Business Strategy, Microsoft Office, PowerPoint, Retail, Microsoft Excel, Requirements Analysis, Excel, Lotus Notes, Digital Strategy, Customer Experience, Social Media, Financial Services, Marketing Strategy, Project Management, Public Relations, Leadership, Program Management, Strategy
Education
Lehigh University 2007 — 2011
BS, Finance and Marketing
Bradford Shufelt Bradford Shufelt's UBS Experience August 2010 - July 2013
Job Senior Consultant at Citihub Consulting
Industry Financial Services
Experience
Citihub Consulting December 2014 - Present
Citihub August 2013 - December 2014
UBS August 2010 - July 2013
UBS November 2008 - August 2010
Skills
Investment Governance, Performance Metrics, Business Strategy, Cost Efficiency, Program Management, Project Management, Product Management, Corporate Communications, Business Analysis, Portfolio Management, Management, PMO, Project Portfolio...
Education
Lehigh University 2004 — 2008
Center for Cross-Cultural Study 2006 — 2006
Darien High School 2000 — 2004
Citihub Consulting December 2014 - Present
Citihub August 2013 - December 2014
UBS August 2010 - July 2013
UBS November 2008 - August 2010
Skills
Investment Governance, Performance Metrics, Business Strategy, Cost Efficiency, Program Management, Project Management, Product Management, Corporate Communications, Business Analysis, Portfolio Management, Management, PMO, Project Portfolio...
Education
Lehigh University 2004 — 2008
Center for Cross-Cultural Study 2006 — 2006
Darien High School 2000 — 2004
Kristin Ocampo Kristin Ocampo's UBS Experience December 2009 - December 2009
Job Key Account Manager at Rocket Fuel Inc.
Industry Marketing and Advertising
Experience
Rocket Fuel Inc. July 2015 - Present
Rocket Fuel Inc. January 2015 - June 2015
Rocket Fuel Inc. March 2014 - January 2015
Neo@Ogilvy October 2013 - March 2014
Neo@Ogilvy December 2012 - October 2013
Neo@Ogilvy October 2011 - December 2012
Merrill Lynch August 2010 - August 2011
UBS December 2009 - December 2009
Merrill Lynch May 2009 - August 2009
BCI Financial Corporation May 2007 - August 2008
Skills
Digital Media, Marketing, Marketing Strategy
Education
Lafayette College 2006 — 2010
BA, Mathematics & Economics
Rocket Fuel Inc. July 2015 - Present
Rocket Fuel Inc. January 2015 - June 2015
Rocket Fuel Inc. March 2014 - January 2015
Neo@Ogilvy October 2013 - March 2014
Neo@Ogilvy December 2012 - October 2013
Neo@Ogilvy October 2011 - December 2012
Merrill Lynch August 2010 - August 2011
UBS December 2009 - December 2009
Merrill Lynch May 2009 - August 2009
BCI Financial Corporation May 2007 - August 2008
Skills
Digital Media, Marketing, Marketing Strategy
Education
Lafayette College 2006 — 2010
BA, Mathematics & Economics
Nicole (Caramanica) Langlois's UBS Experience September 2010 - December 2010
Job Marketing Research Analyst
Industry Market Research
Experience
Boston Herald April 2012 - Present
New England Newspaper & Press Association January 2011 - April 2012
UBS September 2010 - December 2010
Law Office of Mark S. Caramanica Esq. January 2003 - December 2010
Education
Lasell College 2008 — 2010
Bachelor of Arts
Merrimack College 2006 — 2008
Boston Herald April 2012 - Present
New England Newspaper & Press Association January 2011 - April 2012
UBS September 2010 - December 2010
Law Office of Mark S. Caramanica Esq. January 2003 - December 2010
Education
Lasell College 2008 — 2010
Bachelor of Arts
Merrimack College 2006 — 2008
Tim Schoeb's UBS Experience 2002 - 2003
Job IT Project Manager at US Government Agencies
Industry Government Administration
Experience
US Government Agencies November 2009 - Present
invivovision February 2005 - November 2009
Korn/Ferry Futurestep 2007 - 2008
Robert Half Finance & Accounting 2004 - 2005
UBS 2002 - 2003
XMLSolutions 1999 - 2002
SAP 1998 - 1999
U.S. Senate 1993 - 1997
U.S. Senate 1990 - 1993
Internal Revenue Service 1987 - 1990
Skills
Start-ups, Strategy, Business Strategy, Program Management, Strategic Planning, Business Planning, E-commerce, Training, Management Consulting, Executive Management, Process Improvement, Customer Service, Compliance, Financial Modeling, Vendor Management, Budgets, CRM, Change Management, SOX, Organizational..., Mergers & Acquisitions, Investments, Budgeting, Forecasting, Customer Relations, Team Building, Operations Management, New Business Development, Negotiation, Process Engineering, Government, Public Relations, Microsoft Office, Marketing Strategy, Social Media, Account Management, Public Speaking, Team Leadership, Excel, Spanish, Problem Solving, PeopleSoft, Business Analysis, Asset Management, Planning, Contract Negotiation, Research, XML
Education
Thunderbird School of Global Management 1997 — 1998
Master of Business Administration (MBA), International Management
Le Moyne College 1981 — 1985
B.S., Business/Spanish
Balboa High School 1979 — 1981
Colegio Franklin D. Roosevelt
US Government Agencies November 2009 - Present
invivovision February 2005 - November 2009
Korn/Ferry Futurestep 2007 - 2008
Robert Half Finance & Accounting 2004 - 2005
UBS 2002 - 2003
XMLSolutions 1999 - 2002
SAP 1998 - 1999
U.S. Senate 1993 - 1997
U.S. Senate 1990 - 1993
Internal Revenue Service 1987 - 1990
Skills
Start-ups, Strategy, Business Strategy, Program Management, Strategic Planning, Business Planning, E-commerce, Training, Management Consulting, Executive Management, Process Improvement, Customer Service, Compliance, Financial Modeling, Vendor Management, Budgets, CRM, Change Management, SOX, Organizational..., Mergers & Acquisitions, Investments, Budgeting, Forecasting, Customer Relations, Team Building, Operations Management, New Business Development, Negotiation, Process Engineering, Government, Public Relations, Microsoft Office, Marketing Strategy, Social Media, Account Management, Public Speaking, Team Leadership, Excel, Spanish, Problem Solving, PeopleSoft, Business Analysis, Asset Management, Planning, Contract Negotiation, Research, XML
Education
Thunderbird School of Global Management 1997 — 1998
Master of Business Administration (MBA), International Management
Le Moyne College 1981 — 1985
B.S., Business/Spanish
Balboa High School 1979 — 1981
Colegio Franklin D. Roosevelt
Paul Orphanos's UBS Experience March 2012 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS March 2012 - Present
Royal Bank of Scotland May 2010 - August 2011
Deutsche Bank Securities June 2009 - May 2010
Carlyle Blue Wave May 2007 - December 2008
Linedata Services June 2005 - May 2007
Engineering Experience 1992 - 2004
Skills
Trading Systems, Hedge Funds, Equities, Derivatives, Electronic Trading
Education
Lehigh University 1990 — 1992
MS, Electrical Engineering
Lehigh University 1985 — 1990
BS, Computer Engineering
GHS Class of '84 1981 — 1984
UBS March 2012 - Present
Royal Bank of Scotland May 2010 - August 2011
Deutsche Bank Securities June 2009 - May 2010
Carlyle Blue Wave May 2007 - December 2008
Linedata Services June 2005 - May 2007
Engineering Experience 1992 - 2004
Skills
Trading Systems, Hedge Funds, Equities, Derivatives, Electronic Trading
Education
Lehigh University 1990 — 1992
MS, Electrical Engineering
Lehigh University 1985 — 1990
BS, Computer Engineering
GHS Class of '84 1981 — 1984
Philip Gilligan's UBS Experience November 2010 - June 2012
Job Head of Innovation & Americas Regional CIO, Group Technology & Operations
Industry Information Technology and Services
Experience
Deutsche Bank February 2014 - Present
StreetScale IT Group LLC April 2013 - February 2014
UBS November 2010 - June 2012
ICAP Group Plc July 2007 - August 2010
ICAP Group Plc June 2006 - June 2007
EBS Dealing Resources Inc July 2004 - July 2006
EBS Dealing Resources Inc October 2002 - July 2004
Merrill Lynch May 2001 - October 2002
Merrill Lynch June 1993 - April 2000
Dunn & Bradstreet (Moodys Investors Service) December 1990 - June 1993
Skills
IT Strategy, Enterprise Architecture, Vendor Management, Electronic Trading, SDLC, Program Management, Trading, Fixed Income, Hedge Funds, Equities, Trading Systems, Management, Leadership, FX Options, Portfolio Management, IT Management, Market Data, People Skills, Financial Markets, Governance, Strategy, Business Analysis, Executive Management, Risk Management, Product Management, Outsourcing, Financial Services, Investments, PMO, Options, Project Portfolio..., Derivatives, Human Relationship
Education
King's College London, U. of London 1981 — 1985
BSc, Zoology
University of Southampton 1985 — 1986
MSc, Biological Oceanography
Deutsche Bank February 2014 - Present
StreetScale IT Group LLC April 2013 - February 2014
UBS November 2010 - June 2012
ICAP Group Plc July 2007 - August 2010
ICAP Group Plc June 2006 - June 2007
EBS Dealing Resources Inc July 2004 - July 2006
EBS Dealing Resources Inc October 2002 - July 2004
Merrill Lynch May 2001 - October 2002
Merrill Lynch June 1993 - April 2000
Dunn & Bradstreet (Moodys Investors Service) December 1990 - June 1993
Skills
IT Strategy, Enterprise Architecture, Vendor Management, Electronic Trading, SDLC, Program Management, Trading, Fixed Income, Hedge Funds, Equities, Trading Systems, Management, Leadership, FX Options, Portfolio Management, IT Management, Market Data, People Skills, Financial Markets, Governance, Strategy, Business Analysis, Executive Management, Risk Management, Product Management, Outsourcing, Financial Services, Investments, PMO, Options, Project Portfolio..., Derivatives, Human Relationship
Education
King's College London, U. of London 1981 — 1985
BSc, Zoology
University of Southampton 1985 — 1986
MSc, Biological Oceanography
JP Altier's UBS Experience June 2009 - Present
Job Lead Developer at UBS
Industry Information Technology and Services
Experience
UBS June 2009 - Present
Walnut Capital Management 1997 - Present
DTCC July 2008 - March 2009
UBS Wealth Management April 2003 - July 2008
Leppert & Altier, LLC April 1994 - April 2003
AIG 2002 - 2002
HSBC 2000 - 2001
Paine Webber 2000 - 2000
Deutsche Bank 1999 - 2000
Chase Manhattan Bank 1996 - 1999
Skills
Websphere, Unix, Integration, Architecture, Project Management, Enterprise Software, High Availability, Enterprise Architecture, IT Strategy, Business Analysis, Infrastructure, Trading Systems, Java Application..., J2EE Application..., Spring, Struts, LDAP, System Administration, Solaris, ITIL, Architectures, Business Architecture, Data Center, Financial Markets, Financial Services, IT Management, Information Security, Java, Linux, Oracle, SDLC, Servers, Spring Framework, Trading, Vendor Management, WebSphere
Education
Lehigh University 1981 — 1982
MBA, Economics, Finance
Lehigh University 1976 — 1980
BS, Electrical Engineering
Christian Brothers Academy 1972 — 1976
UBS June 2009 - Present
Walnut Capital Management 1997 - Present
DTCC July 2008 - March 2009
UBS Wealth Management April 2003 - July 2008
Leppert & Altier, LLC April 1994 - April 2003
AIG 2002 - 2002
HSBC 2000 - 2001
Paine Webber 2000 - 2000
Deutsche Bank 1999 - 2000
Chase Manhattan Bank 1996 - 1999
Skills
Websphere, Unix, Integration, Architecture, Project Management, Enterprise Software, High Availability, Enterprise Architecture, IT Strategy, Business Analysis, Infrastructure, Trading Systems, Java Application..., J2EE Application..., Spring, Struts, LDAP, System Administration, Solaris, ITIL, Architectures, Business Architecture, Data Center, Financial Markets, Financial Services, IT Management, Information Security, Java, Linux, Oracle, SDLC, Servers, Spring Framework, Trading, Vendor Management, WebSphere
Education
Lehigh University 1981 — 1982
MBA, Economics, Finance
Lehigh University 1976 — 1980
BS, Electrical Engineering
Christian Brothers Academy 1972 — 1976
Ravi Chenna's UBS Experience October 2006 - November 2008
Job Sr. Technical Consultant at OpenLink Financial
Industry Information Technology and Services
Experience
OpenLink Financial September 2014 - Present
ConocoPhillips February 2013 - June 2014
OpenLink Financials/Solarc Inc December 2008 - November 2012
UBS October 2006 - November 2008
Waste Management, Inc. December 2005 - October 2006
GC Services April 2005 - November 2005
DataCert September 2004 - March 2005
Continental Airlines May 2004 - September 2004
Core Laboratories January 2004 - April 2004
BMC Software November 1999 - July 2003
Skills
Agile Methodologies, Windows, Software Development, Requirements Analysis, Microsoft SQL Server, .NET, C++, Software Project..., Web Services, C#, Scrum, JavaScript, AJAX, SDLC, XML, jQuery, SQL
Education
Lamar University 1992 — 1995
MS, Mechanical
Osmania University 1987 — 1991
BE, Mechanical
OpenLink Financial September 2014 - Present
ConocoPhillips February 2013 - June 2014
OpenLink Financials/Solarc Inc December 2008 - November 2012
UBS October 2006 - November 2008
Waste Management, Inc. December 2005 - October 2006
GC Services April 2005 - November 2005
DataCert September 2004 - March 2005
Continental Airlines May 2004 - September 2004
Core Laboratories January 2004 - April 2004
BMC Software November 1999 - July 2003
Skills
Agile Methodologies, Windows, Software Development, Requirements Analysis, Microsoft SQL Server, .NET, C++, Software Project..., Web Services, C#, Scrum, JavaScript, AJAX, SDLC, XML, jQuery, SQL
Education
Lamar University 1992 — 1995
MS, Mechanical
Osmania University 1987 — 1991
BE, Mechanical
Stephen Caruso's UBS Experience April 2013 - Present
Job Business Manager, Office of the COO at UBS
Industry Financial Services
Experience
UBS April 2013 - Present
BofA Merrill Lynch June 2006 - March 2013
Skills
Series 7, Equities, Fixed Income, Investments, Financial Modeling, Bloomberg, Securities, Financial Analysis, Wealth Management, Equity Research
Education
Lafayette College 2002 — 2006
AB, Economics and Business
UBS April 2013 - Present
BofA Merrill Lynch June 2006 - March 2013
Skills
Series 7, Equities, Fixed Income, Investments, Financial Modeling, Bloomberg, Securities, Financial Analysis, Wealth Management, Equity Research
Education
Lafayette College 2002 — 2006
AB, Economics and Business
Richard Gates's UBS Experience July 1996 - April 2001
Job Manager, IT Business Systems Group
Industry Information Services
Experience
Mount Kisco Medical Group July 2008 - Present
Private Internet Startup May 2004 - June 2008
Allen & Associates November 2001 - April 2004
IQ Financial Systems May 2001 - October 2001
UBS July 1996 - April 2001
SunGard Capital Markets January 1991 - July 1996
Union Bank of Switzerland December 1986 - December 1990
BP Finance February 1986 - December 1986
Arthur Young May 1983 - February 1986
Hovland Business System (Reuters subsiduary) May 1982 - April 1983
Skills
Vendor Management, EHR, Project Management, NextGen, EMR, Integration, HL7, Software Documentation, Healthcare Information..., HIPAA, ITIL, Team Leadership, Management, Microsoft SQL Server, Quality Assurance, Databases, Software Project..., Health Information..., SDLC, System Administration, Healthcare, Visio, SharePoint, Process Improvement, Information Technology, Technical Support, Program Management, Business Intelligence, Crystal Reports, IT Strategy, IT Management, SQL, Data Warehousing, Software Implementation, Systems Analysis, Business Process..., T-SQL, PMP, MS Project, Enterprise Architecture, Business Analysis, Project Portfolio..., Requirements Analysis, SSRS, Business Process, Data Migration, Requirements Gathering, Access, PMO, Disaster Recovery
Education
Lancaster University 1977 — 1978
MA, Operations Research
Sheffield University 1974 — 1977
BA, Business Studies
Mount Kisco Medical Group July 2008 - Present
Private Internet Startup May 2004 - June 2008
Allen & Associates November 2001 - April 2004
IQ Financial Systems May 2001 - October 2001
UBS July 1996 - April 2001
SunGard Capital Markets January 1991 - July 1996
Union Bank of Switzerland December 1986 - December 1990
BP Finance February 1986 - December 1986
Arthur Young May 1983 - February 1986
Hovland Business System (Reuters subsiduary) May 1982 - April 1983
Skills
Vendor Management, EHR, Project Management, NextGen, EMR, Integration, HL7, Software Documentation, Healthcare Information..., HIPAA, ITIL, Team Leadership, Management, Microsoft SQL Server, Quality Assurance, Databases, Software Project..., Health Information..., SDLC, System Administration, Healthcare, Visio, SharePoint, Process Improvement, Information Technology, Technical Support, Program Management, Business Intelligence, Crystal Reports, IT Strategy, IT Management, SQL, Data Warehousing, Software Implementation, Systems Analysis, Business Process..., T-SQL, PMP, MS Project, Enterprise Architecture, Business Analysis, Project Portfolio..., Requirements Analysis, SSRS, Business Process, Data Migration, Requirements Gathering, Access, PMO, Disaster Recovery
Education
Lancaster University 1977 — 1978
MA, Operations Research
Sheffield University 1974 — 1977
BA, Business Studies
Ilya Ditlya's UBS Experience February 2008 - March 2011
Job
Industry Investment Management
Experience
FEP January 2012 - October 2014
Forbes Family Trust/LGL Partners March 2011 - January 2012
UBS February 2008 - March 2011
Merrill Lynch Private Banking October 2005 - July 2006
Bear Stearns June 2004 - October 2005
Merrill Lynch Private Banking June 2000 - February 2004
Skills
Hedge Funds, Alternative Investments, Private Equity, Investment Advisory, Private Banking, Equity Trading, Family Office, Asset Allocation, Asset Management, Capital Markets, Equities, Finance, Fixed Income, Investment Banking, Investment Strategies, Investments, Portfolio Management, Securities, Series 7, Venture Capital, Wealth Management, Investment Management
Education
Lehigh University 1995 — 1999
BS
Dwight Englewood 1990 — 1995
FEP January 2012 - October 2014
Forbes Family Trust/LGL Partners March 2011 - January 2012
UBS February 2008 - March 2011
Merrill Lynch Private Banking October 2005 - July 2006
Bear Stearns June 2004 - October 2005
Merrill Lynch Private Banking June 2000 - February 2004
Skills
Hedge Funds, Alternative Investments, Private Equity, Investment Advisory, Private Banking, Equity Trading, Family Office, Asset Allocation, Asset Management, Capital Markets, Equities, Finance, Fixed Income, Investment Banking, Investment Strategies, Investments, Portfolio Management, Securities, Series 7, Venture Capital, Wealth Management, Investment Management
Education
Lehigh University 1995 — 1999
BS
Dwight Englewood 1990 — 1995
Jamie Waltman's UBS Experience April 2006 - Present
Job Vice President Wealth Management, Portfolio Manager
Industry Financial Services
Experience
UBS April 2006 - Present
AXA Advisors April 2003 - April 2006
Winged Keel Group April 2002 - April 2003
Skills
Wealth Management, Series 7, Insurance, Series 63, Wealth Accumulation, Series 65, Wealth Preservation..., Portfolio Management, Executive Benefit..., Intergenerational..., Corporate Benefits
Education
Widener University School of Law 1996 — 1999
Juris Doctrate, Law
King's College 1993 — 1996
B.S. Economics
Susquehanna University 1991 — 1993
Economics
Central Bucks East
UBS April 2006 - Present
AXA Advisors April 2003 - April 2006
Winged Keel Group April 2002 - April 2003
Skills
Wealth Management, Series 7, Insurance, Series 63, Wealth Accumulation, Series 65, Wealth Preservation..., Portfolio Management, Executive Benefit..., Intergenerational..., Corporate Benefits
Education
Widener University School of Law 1996 — 1999
Juris Doctrate, Law
King's College 1993 — 1996
B.S. Economics
Susquehanna University 1991 — 1993
Economics
Central Bucks East
Nancy Halverson's UBS Experience 2005 - 2008
Job Self Employed
Industry Financial Services
Experience
UBS 2005 - 2008
Skills
Portfolio Management, Fixed Income, Wealth Management, Investments, Hedge Funds, Asset Managment, Asset Allocation, Bloomberg, Derivatives, Alternative Investments, Series 7, Capital Markets, Mutual Funds, Investment Strategies
Education
Bethel University Seminary 2007 — 2010
Master's degree
Lakeland College 1994 — 1998
UBS 2005 - 2008
Skills
Portfolio Management, Fixed Income, Wealth Management, Investments, Hedge Funds, Asset Managment, Asset Allocation, Bloomberg, Derivatives, Alternative Investments, Series 7, Capital Markets, Mutual Funds, Investment Strategies
Education
Bethel University Seminary 2007 — 2010
Master's degree
Lakeland College 1994 — 1998
Douglas Burke's UBS Experience July 2000 - May 2014
Job Convertible Sales at UBS
Industry Financial Services
Experience
Mizuho Securities USA Inc. 2014 - Present
UBS July 2000 - May 2014
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Risk Management, High Yield, Options, Equity Derivatives, Bloomberg, Series 7, Alternative Investments, Capital Markets, Credit Derivatives, Electronic Trading, Investment Banking, Portfolio Management, Securities, Structured Products, Trading, Trading Systems, Equity Trading, Prime Brokerage, Bonds, FX Options
Education
Kingsborough Community College 1977 — 1979
Mizuho Securities USA Inc. 2014 - Present
UBS July 2000 - May 2014
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Risk Management, High Yield, Options, Equity Derivatives, Bloomberg, Series 7, Alternative Investments, Capital Markets, Credit Derivatives, Electronic Trading, Investment Banking, Portfolio Management, Securities, Structured Products, Trading, Trading Systems, Equity Trading, Prime Brokerage, Bonds, FX Options
Education
Kingsborough Community College 1977 — 1979
Brent Erensel's UBS Experience 1991 - 1999
Job MD at Portales Partners
Industry Financial Services
Experience
Portales Partners October 2001 - Present
Deutsche Bank 1999 - 2001
UBS 1991 - 1999
Donaldson, Lufkin & Jenrette 1987 - 1991
Dean Witter 1982 - 1987
Skills
Hedge Funds, Equities, Capital Markets, Investments, Asset Managment, Portfolio Management, Valuation, Bloomberg, Investment Banking, Equity Research, Securities, Private Equity, Series 7, Investment Strategies, Financial Modeling, Alternative Investments, Fixed Income, Corporate Finance, Asset Management, Equity Capital Markets, Asset Allocation, Financial Services, Bonds, Investment Management, Derivatives, Trading, Mergers & Acquisitions, Emerging Markets, Series 63, Wealth Management, Financial Markets, Wealth Management..., Equity Trading, Banking, Management, Financial Analysis, Risk Management, Mutual Funds, Finance
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
Master of Business Administration (MBA), Finance, General
Lawrence University 1975 — 1978
Bachelor of Arts (B.A.)
Oregon Episcopal School 1969 — 1974
High School Diploma
Portales Partners October 2001 - Present
Deutsche Bank 1999 - 2001
UBS 1991 - 1999
Donaldson, Lufkin & Jenrette 1987 - 1991
Dean Witter 1982 - 1987
Skills
Hedge Funds, Equities, Capital Markets, Investments, Asset Managment, Portfolio Management, Valuation, Bloomberg, Investment Banking, Equity Research, Securities, Private Equity, Series 7, Investment Strategies, Financial Modeling, Alternative Investments, Fixed Income, Corporate Finance, Asset Management, Equity Capital Markets, Asset Allocation, Financial Services, Bonds, Investment Management, Derivatives, Trading, Mergers & Acquisitions, Emerging Markets, Series 63, Wealth Management, Financial Markets, Wealth Management..., Equity Trading, Banking, Management, Financial Analysis, Risk Management, Mutual Funds, Finance
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
Master of Business Administration (MBA), Finance, General
Lawrence University 1975 — 1978
Bachelor of Arts (B.A.)
Oregon Episcopal School 1969 — 1974
High School Diploma
Stephanie Van Duyne's UBS Experience April 2003 - Present
Job Administrative Assistant at UBS
Industry Investment Banking
Experience
UBS April 2003 - Present
UBS 2003 - Present
PRUDENTIAL April 1987 - January 2003
Education
LaGuardia Community College
UBS April 2003 - Present
UBS 2003 - Present
PRUDENTIAL April 1987 - January 2003
Education
LaGuardia Community College
Kate Cannon Murray's UBS Experience analystArthur Andersen1997 - 2002
Job Business Analyst at UBS
Industry Investment Banking
Experience
UBS analystArthur Andersen1997 - 2002
Education
Lehigh University 1993 — 1997
Bachelor, Accounting
UBS analystArthur Andersen1997 - 2002
Education
Lehigh University 1993 — 1997
Bachelor, Accounting
Rana Chammaa's UBS Experience October 2004 - October 2009
Job Executive Director Head of Rates and Credit eDistribution (Americas)
Industry Investment Banking
Experience
UBS Securities Co., Ltd 2014 - 2014
UBS Investment Bank March 2013 - November 2013
UBS Investment Bank November 2009 - March 2013
UBS October 2004 - October 2009
Skills
Fixed Income, Derivatives, Electronic Trading, Equities, Bloomberg, Trading Systems, Investment Banking, Hedge Funds, Equity Derivatives, Trading, Middle Office, Market Data, Capital Markets, Options, Financial Markets, Interest Rate..., FX Options, Credit Derivatives, Structured Products, Bonds, Alternative Investments, Emerging Markets
Education
King's College London, U. of London
BSc Biomedical Sciences / MSc International Management
UBS Securities Co., Ltd 2014 - 2014
UBS Investment Bank March 2013 - November 2013
UBS Investment Bank November 2009 - March 2013
UBS October 2004 - October 2009
Skills
Fixed Income, Derivatives, Electronic Trading, Equities, Bloomberg, Trading Systems, Investment Banking, Hedge Funds, Equity Derivatives, Trading, Middle Office, Market Data, Capital Markets, Options, Financial Markets, Interest Rate..., FX Options, Credit Derivatives, Structured Products, Bonds, Alternative Investments, Emerging Markets
Education
King's College London, U. of London
BSc Biomedical Sciences / MSc International Management
Gary Wippick's UBS Experience July 1992 - August 1996
Job Sr Data Center Engineer at Affinion Group
Industry Computer Networking
Experience
Affinion Group January 2006 - Present
Credit Suisse June 1996 - July 2002
Deutsche Bank July 1996 - July 1998
UBS July 1992 - August 1996
Wang Labs 1988 - 1992
Skills
Data Center, Servers
Education
Lehigh University 1976 — 1981
Bachelor's Degree, Compurer Sceince
Affinion Group January 2006 - Present
Credit Suisse June 1996 - July 2002
Deutsche Bank July 1996 - July 1998
UBS July 1992 - August 1996
Wang Labs 1988 - 1992
Skills
Data Center, Servers
Education
Lehigh University 1976 — 1981
Bachelor's Degree, Compurer Sceince
Salvatore DiPrima's UBS Experience October 2008 - November 2009
Job Branch Operations Manager at National Securities
Industry Financial Services
Experience
Knights of Columbus October 2012 - January 2014
John Thomas Financial November 2010 - May 2012
National Securities November 2009 - October 2010
UBS October 2008 - November 2009
Montauk Financial Group April 2000 - January 2008
Skills
Series 7, Word, Excel, Microsoft Office, PowerPoint, Series 99, Microsoft Word, NJ Life Producer..., NJ Accident & Health..., Customer Service, Management, Securities, Training, Microsoft Excel, Insurance, Finance, Sales, Leadership, Risk Management, Teamwork, Mutual Funds, Financial Services, Trading, Human Resources, Investments, Wealth Management, Financial Analysis, Retirement Planning, Banking, Strategic Financial..., Portfolio Management, Financial Planning
Education
Kingsborough Community College
AAS, Business Administration
Franklin Delano Roosevelt High School
Diploma, Art
Knights of Columbus October 2012 - January 2014
John Thomas Financial November 2010 - May 2012
National Securities November 2009 - October 2010
UBS October 2008 - November 2009
Montauk Financial Group April 2000 - January 2008
Skills
Series 7, Word, Excel, Microsoft Office, PowerPoint, Series 99, Microsoft Word, NJ Life Producer..., NJ Accident & Health..., Customer Service, Management, Securities, Training, Microsoft Excel, Insurance, Finance, Sales, Leadership, Risk Management, Teamwork, Mutual Funds, Financial Services, Trading, Human Resources, Investments, Wealth Management, Financial Analysis, Retirement Planning, Banking, Strategic Financial..., Portfolio Management, Financial Planning
Education
Kingsborough Community College
AAS, Business Administration
Franklin Delano Roosevelt High School
Diploma, Art
Marcus Franklin's UBS Experience 2001 - 2003
Job Partner Portfolio Specialist
Industry Financial Services
Experience
Cedar Capital Advisors, LLC February 2009 - Present
Good Harbor Financial, LLC February 2009 - Present
MSCI Barra October 2007 - February 2009
Deutsche Asset Management June 2003 - October 2007
UBS 2001 - 2003
Skills
Mutual Funds, Alternative Investments
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Analytic Finance and Strategic Management
Lake Forest College 1995 — 1999
Cedar Capital Advisors, LLC February 2009 - Present
Good Harbor Financial, LLC February 2009 - Present
MSCI Barra October 2007 - February 2009
Deutsche Asset Management June 2003 - October 2007
UBS 2001 - 2003
Skills
Mutual Funds, Alternative Investments
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Analytic Finance and Strategic Management
Lake Forest College 1995 — 1999
Brendan Sheehan, CFA's UBS Experience June 2000 - October 2001
Job Director International Fixed Income at Bluefin Trading LLC
Industry Investment Management
Experience
Bluefin Trading LLC January 2012 - Present
Bridgewater Associates July 2008 - January 2012
FlexBox Mobile Storage November 2007 - January 2010
Susquehanna International Group 2003 - 2007
SEI August 2003 - March 2004
UBS June 2000 - October 2001
Skills
Derivatives, ETFs, Risk Management, Options, Fixed Income, Trading, Equities, Hedge Funds, Capital Markets, Acrobatics, Bloomberg, Investments, Juggling, Portfolio Management, Valuation
Education
Temple University - Fox School of Business and Management 2002 — 2003
MBA
Lehigh University 1995 — 2000
Economics
Chestnut Hill Academy 1991 — 1995
Bluefin Trading LLC January 2012 - Present
Bridgewater Associates July 2008 - January 2012
FlexBox Mobile Storage November 2007 - January 2010
Susquehanna International Group 2003 - 2007
SEI August 2003 - March 2004
UBS June 2000 - October 2001
Skills
Derivatives, ETFs, Risk Management, Options, Fixed Income, Trading, Equities, Hedge Funds, Capital Markets, Acrobatics, Bloomberg, Investments, Juggling, Portfolio Management, Valuation
Education
Temple University - Fox School of Business and Management 2002 — 2003
MBA
Lehigh University 1995 — 2000
Economics
Chestnut Hill Academy 1991 — 1995
Salilesh Mukhopadhyay's UBS Experience 2006 - 2007
Job Dr. at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank December 2006 - Present
UBS 2006 - 2007
Education
La Trobe University 1986 — 1992
UBS Investment Bank December 2006 - Present
UBS 2006 - 2007
Education
La Trobe University 1986 — 1992
Anna Klepov's UBS Experience
Job SR. ASSOCIATE at UBS
Industry Financial Services
Experience
UBS
Skills
ETL, Sybase, Data Warehousing, Capital Markets, Requirements Analysis, Autosys, Trading Systems, Business Analysis, DB2, Performance Tuning, SQL, Databases
Education
Kyiv Engineering Technical Institute 1965 — 1971
UBS
Skills
ETL, Sybase, Data Warehousing, Capital Markets, Requirements Analysis, Autosys, Trading Systems, Business Analysis, DB2, Performance Tuning, SQL, Databases
Education
Kyiv Engineering Technical Institute 1965 — 1971
John Moninger's UBS Experience 1995 - 2007
Job Managing Director Retail Sales at Eaton Vance
Industry Investment Management
Experience
Eaton Vance November 2012 - Present
LPL Financial 2007 - 2012
UBS 1995 - 2007
AllianceBernstein 1993 - 1995
Education
Kutztown University of Pennsylvania 1989 — 1993
Eaton Vance November 2012 - Present
LPL Financial 2007 - 2012
UBS 1995 - 2007
AllianceBernstein 1993 - 1995
Education
Kutztown University of Pennsylvania 1989 — 1993
Lee Schechter's UBS Experience May 2004 - July 2008
Job Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank February 2013 - Present
UBS Investment Bank August 2009 - Present
New York Presbyterian Hospital 2009 - 2009
UBS May 2004 - July 2008
AT&T 2002 - 2004
Education
Lehigh University 1999 — 2002
UBS Investment Bank February 2013 - Present
UBS Investment Bank August 2009 - Present
New York Presbyterian Hospital 2009 - 2009
UBS May 2004 - July 2008
AT&T 2002 - 2004
Education
Lehigh University 1999 — 2002
Laura Aurilio's UBS Experience October 2000 - July 2002
Job Department Manager at Boscov's
Industry Retail
Experience
Boscov's October 2011 - Present
Sirius Satellite Radio September 2004 - February 2007
UBS October 2000 - July 2002
Skills
Merchandise Planning, Training, Microsoft Office, Microsoft Excel, Fashion, Store Operations, Team Building, Data Entry, Inventory Control, Outlook, Trend Analysis, Customer Service, Management, Process Scheduler, Apparel, Inventory Management, Retail, Visual Merchandising, Store Management, Loss Prevention, Merchandising, Profit
Education
Kutztown University of Pennsylvania 1990 — 1992
Marine Biology and Biological Oceanography
Boscov's October 2011 - Present
Sirius Satellite Radio September 2004 - February 2007
UBS October 2000 - July 2002
Skills
Merchandise Planning, Training, Microsoft Office, Microsoft Excel, Fashion, Store Operations, Team Building, Data Entry, Inventory Control, Outlook, Trend Analysis, Customer Service, Management, Process Scheduler, Apparel, Inventory Management, Retail, Visual Merchandising, Store Management, Loss Prevention, Merchandising, Profit
Education
Kutztown University of Pennsylvania 1990 — 1992
Marine Biology and Biological Oceanography
John Oriogun's UBS Experience 2001 - 2002
Job Managing Partner, Oriogun, PLLC
Industry Legal Services
Experience
Oriogun, PLLC June 2008 - Present
Schulte Roth & Zabel November 2003 - May 2008
UBS 2001 - 2002
Credit Agricole Lazard Financial Products Bank 2000 - 2001
Nomura International PLC 1997 - 1999
Education
King's College London 1993 — 1994
LL.M, International Finance Law
London South Bank University 1989 — 1992
LL.B, Law
Oriogun, PLLC June 2008 - Present
Schulte Roth & Zabel November 2003 - May 2008
UBS 2001 - 2002
Credit Agricole Lazard Financial Products Bank 2000 - 2001
Nomura International PLC 1997 - 1999
Education
King's College London 1993 — 1994
LL.M, International Finance Law
London South Bank University 1989 — 1992
LL.B, Law
Nisha Krishnan Zamkovsky's UBS Experience January 2011 - December 2012
Job Manager, Corporate Strategy, Global Corporate Payments at American Express
Industry Financial Services
Experience
American Express September 2014 - Present
American Express January 2013 - September 2014
UBS January 2011 - December 2012
Deutsche Bank 2008 - December 2010
Deutsche Bank September 2005 - 2008
Skills
MBA, Program Management, Interest Rate..., Business Strategy, Financial Analysis, Fixed Income, Project Management, Dodd Frank, Dodd-Frank, Derivatives, Swaps
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
Master of Business Administration (M.B.A.), Finance and Management
Lehigh University
Bachelor of Science (B.S.), Finance
American Express September 2014 - Present
American Express January 2013 - September 2014
UBS January 2011 - December 2012
Deutsche Bank 2008 - December 2010
Deutsche Bank September 2005 - 2008
Skills
MBA, Program Management, Interest Rate..., Business Strategy, Financial Analysis, Fixed Income, Project Management, Dodd Frank, Dodd-Frank, Derivatives, Swaps
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
Master of Business Administration (M.B.A.), Finance and Management
Lehigh University
Bachelor of Science (B.S.), Finance
Katie Kolchin, CFA's UBS Experience 2004 - 2008
Job Senior Investment Research Analyst
Industry Financial Services
Experience
Moody's Investors Service 2013 - Present
Federal Reserve Bank of New York 2010 - 2013
Contracted Equity Research 2008 - 2010
UBS 2004 - 2008
Chalfont Hill Capital 2003 - 2003
Macy’s and Toys R Us 1996 - 2002
Skills
Emerging Markets, Sub-Saharan Africa, Frontier Markets, BRIC, Latin America, CEE, Securities, Financial Markets, Capital Markets, Equities, Investments, Portfolio Management, Hedge Funds, Global Strategy, Equity Research, Financial Analysis, Equity Valuation, Credit Analysis, Valuation, Financial Modeling, DCF Valuation, Series 7, Series 63, Series 86, Series 87, Bloomberg, Asset Allocation, DCF, Mergers & Acquisitions, Finance, Strategy
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Concentration in Finance
Lehigh University 1992 — 1996
Bachelor of Arts (B.A.), Major: Economics
Lehigh University 1992 — 1996
Bachelor of Science (B.S.), Major: Environmental Science
The Lawrenceville School
Moody's Investors Service 2013 - Present
Federal Reserve Bank of New York 2010 - 2013
Contracted Equity Research 2008 - 2010
UBS 2004 - 2008
Chalfont Hill Capital 2003 - 2003
Macy’s and Toys R Us 1996 - 2002
Skills
Emerging Markets, Sub-Saharan Africa, Frontier Markets, BRIC, Latin America, CEE, Securities, Financial Markets, Capital Markets, Equities, Investments, Portfolio Management, Hedge Funds, Global Strategy, Equity Research, Financial Analysis, Equity Valuation, Credit Analysis, Valuation, Financial Modeling, DCF Valuation, Series 7, Series 63, Series 86, Series 87, Bloomberg, Asset Allocation, DCF, Mergers & Acquisitions, Finance, Strategy
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Concentration in Finance
Lehigh University 1992 — 1996
Bachelor of Arts (B.A.), Major: Economics
Lehigh University 1992 — 1996
Bachelor of Science (B.S.), Major: Environmental Science
The Lawrenceville School
Patricia Canavan's UBS Experience 2008 - Present
Job Executive Director and Counsel at UBS
Industry Financial Services
Experience
UBS 2008 - Present
UBS Investment Bank 2005 - Present
UBS 2005 - 2008
Day, Berry & Howard LLP 2001 - 2005
New York County District Attorney's Office 1995 - 1999
Kirkpatrick & Lockhart September 1993 - November 1995
Lord, Day & Lord, Barrett Smith September 1992 - September 1993
Honorable John E. Sprizzo September 1990 - August 1992
Shearman & Sterling LLP 1988 - 1988
Education
Pace University School of Law 1987 — 1990
JD
Lafayette College
BA, Economics and Business
UBS 2008 - Present
UBS Investment Bank 2005 - Present
UBS 2005 - 2008
Day, Berry & Howard LLP 2001 - 2005
New York County District Attorney's Office 1995 - 1999
Kirkpatrick & Lockhart September 1993 - November 1995
Lord, Day & Lord, Barrett Smith September 1992 - September 1993
Honorable John E. Sprizzo September 1990 - August 1992
Shearman & Sterling LLP 1988 - 1988
Education
Pace University School of Law 1987 — 1990
JD
Lafayette College
BA, Economics and Business
Scott Mazur's UBS Experience December 2009 - December 2010
Job Technology Business Development at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Mesirow Financial December 2010 - May 2012
UBS December 2009 - December 2010
Ernst & Young (Transaction Advisory Services) January 2007 - May 2009
BISYS Fund Services July 2004 - December 2006
Skills
Appraisals, Valuation Modeling, Financial Modeling, Capital Equipment, Report Writing, Visual Basic, ASA, LEED Accredited, Accounting, Hedge Funds, Analytics, Strategy, Portfolio Management, Valuation, Mergers & Acquisitions
Education
Lehigh University (Graduate School) 2003 — 2004
MS, Management Science
Lehigh University 1999 — 2003
BS, Industrial Engineering
Morgan Stanley June 2013 - Present
Mesirow Financial December 2010 - May 2012
UBS December 2009 - December 2010
Ernst & Young (Transaction Advisory Services) January 2007 - May 2009
BISYS Fund Services July 2004 - December 2006
Skills
Appraisals, Valuation Modeling, Financial Modeling, Capital Equipment, Report Writing, Visual Basic, ASA, LEED Accredited, Accounting, Hedge Funds, Analytics, Strategy, Portfolio Management, Valuation, Mergers & Acquisitions
Education
Lehigh University (Graduate School) 2003 — 2004
MS, Management Science
Lehigh University 1999 — 2003
BS, Industrial Engineering
Dom Pullano's UBS Experience November 1991 - March 2002
Job President at PCM Associates Ltd.
Industry Financial Services
Experience
PCM Associates Ltd. May 2005 - Present
PCM Associates Ltd. April 2002 - Present
UBS November 1991 - March 2002
Skills
Litigation, Golf, Online Marketing, Investments, Team Building, Event Planning, Estate Planning, Series 7, Retirement Planning, Process Improvement, Insurance, Wealth Management, Financial Services, Succession Planning, Event Management, Leadership
Education
Le Moyne College 1972 — 1976
ba, political science
PCM Associates Ltd. May 2005 - Present
PCM Associates Ltd. April 2002 - Present
UBS November 1991 - March 2002
Skills
Litigation, Golf, Online Marketing, Investments, Team Building, Event Planning, Estate Planning, Series 7, Retirement Planning, Process Improvement, Insurance, Wealth Management, Financial Services, Succession Planning, Event Management, Leadership
Education
Le Moyne College 1972 — 1976
ba, political science
Jeff Zerweck's UBS Experience January 2006 - August 2008
Job Product Specialist, Field Services Group
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2010 - Present
Merrill Lynch August 2009 - Present
UBS January 2006 - August 2008
UBS January 2003 - December 2005
UBS January 2000 - December 2002
B.T. Alex Brown August 1998 - November 1999
First National Bank of Maryland October 1996 - July 1998
Education
Lehigh University 1989 — 1994
Bachelor's of Arts, History
Lehigh University 1989 — 1994
Bachelor's degree, History
Morgan Stanley Smith Barney April 2010 - Present
Merrill Lynch August 2009 - Present
UBS January 2006 - August 2008
UBS January 2003 - December 2005
UBS January 2000 - December 2002
B.T. Alex Brown August 1998 - November 1999
First National Bank of Maryland October 1996 - July 1998
Education
Lehigh University 1989 — 1994
Bachelor's of Arts, History
Lehigh University 1989 — 1994
Bachelor's degree, History
Lycetta Caracciolo's UBS Experience 1998 - 2008
Job Executive Assistant at RBS Global Banking & Markets
Industry Investment Banking
Experience
RBS Global Banking & Markets May 2009 - Present
UBS 1998 - 2008
Education
LaGuardia Community College 1985 — 1987
AAS, Computer Science
RBS Global Banking & Markets May 2009 - Present
UBS 1998 - 2008
Education
LaGuardia Community College 1985 — 1987
AAS, Computer Science
Michelle Curmon's UBS Experience February 1994 - December 2004
Job President and Owner, The Shelly Group LLC
Industry Financial Services
Experience
the shelly group June 2007 - Present
RevCap March 2006 - July 2007
UBS February 1994 - December 2004
Skills
Alternative Investments, Asset Management, Asset Managment, Beauty Industry, Business Development, Business Planning, Business Strategy, Capital Markets, Corporate Finance, Credit, Due Diligence, Entrepreneurship, Equities, Executive Management, Funding, Loans, Networking, New Business Development, Private Equity, Project Finance, Start-ups, Strategic Financial...
Education
Kingsborough College
ASSOCIATE, ACCOUNTING
the shelly group June 2007 - Present
RevCap March 2006 - July 2007
UBS February 1994 - December 2004
Skills
Alternative Investments, Asset Management, Asset Managment, Beauty Industry, Business Development, Business Planning, Business Strategy, Capital Markets, Corporate Finance, Credit, Due Diligence, Entrepreneurship, Equities, Executive Management, Funding, Loans, Networking, New Business Development, Private Equity, Project Finance, Start-ups, Strategic Financial...
Education
Kingsborough College
ASSOCIATE, ACCOUNTING
Michael Chatman's UBS Experience October 2003 - March 2006
Job Credit Sales at BNP Paribas
Industry Investment Management
Experience
BNP Paribas September 2014 - Present
Deutsche Bank June 2010 - July 2014
UBS Investment Bank March 2006 - February 2009
UBS October 2003 - March 2006
Intercapital January 2003 - October 2003
Merrill Lynch September 2001 - May 2002
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance & International Business
Rutgers University-New Brunswick 1994 — 1996
BA, Economics & Statistics
Kent State University 1992 — 1994
Bachelor of Arts (B.A.), Economics
BNP Paribas September 2014 - Present
Deutsche Bank June 2010 - July 2014
UBS Investment Bank March 2006 - February 2009
UBS October 2003 - March 2006
Intercapital January 2003 - October 2003
Merrill Lynch September 2001 - May 2002
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance & International Business
Rutgers University-New Brunswick 1994 — 1996
BA, Economics & Statistics
Kent State University 1992 — 1994
Bachelor of Arts (B.A.), Economics
William Paster's UBS Experience June 1990 - April 2008
Job Financial Services Professional
Industry Financial Services
Experience
UBS June 1990 - April 2008
Skills
Securities, Fixed Income, Strategy, Financial Services, Series 7, Management, Wealth Management, Portfolio Management, FINRA, AML, Equities
Education
Kingsborough Community College 1975 — 1976
none, Liberal arts
UBS June 1990 - April 2008
Skills
Securities, Fixed Income, Strategy, Financial Services, Series 7, Management, Wealth Management, Portfolio Management, FINRA, AML, Equities
Education
Kingsborough Community College 1975 — 1976
none, Liberal arts
Marjolein Castanos's UBS Experience 1992 - 2002
Job Manager, Data Management at AbbVie
Industry Pharmaceuticals
Experience
AbbVie April 2013 - Present
UBS Investment Bank 2003 - 2011
UBS 1992 - 2002
Skills
Investment Banking, Prime Brokerage, Business Analysis, Market Data, Equities, Trading Systems, SQL, PL/SQL, Reference Data, Equity Derivatives, Unix, Asset Management, Fixed Income, Capital Markets, Equity Trading, Bloomberg, Electronic Trading, Data Warehousing, FX Options, Derivatives, Program Management, Change Management, Financial Markets, Securities, Microsoft Office, Risk Management
Education
Knox College
BA, Psychology
Northwestern University
MS, Experimental Psychology
The University of Chicago
MBA, Finance
AbbVie April 2013 - Present
UBS Investment Bank 2003 - 2011
UBS 1992 - 2002
Skills
Investment Banking, Prime Brokerage, Business Analysis, Market Data, Equities, Trading Systems, SQL, PL/SQL, Reference Data, Equity Derivatives, Unix, Asset Management, Fixed Income, Capital Markets, Equity Trading, Bloomberg, Electronic Trading, Data Warehousing, FX Options, Derivatives, Program Management, Change Management, Financial Markets, Securities, Microsoft Office, Risk Management
Education
Knox College
BA, Psychology
Northwestern University
MS, Experimental Psychology
The University of Chicago
MBA, Finance
Liz Pedersen's UBS Experience January 2013 - May 2014
Job Senior Vice President, Head of Wealth Operations at Broadridge
Industry Financial Services
Experience
Broadridge March 2015 - Present
Broadridge Financial Solutions March 2015 - March 2015
UBS January 2013 - May 2014
UBS Wealth Management 2009 - 2013
UBS Wealth Management 2008 - 2009
UBS Wealth Management 2006 - 2008
UBS Wealth Management 2003 - 2006
UBS Wealth Management 2001 - 2003
UBS Wealth Management 1990 - 2001
Merrill Lynch 1985 - 1990
Skills
Organizational Change, Risk Management, Process Engineering, Efficiency Improvement, Organizational..., Change Management, Business Transformation, Securities, Fixed Income, Management, Vendor Management, PMO, Performance Improvement, Outsourcing, Business Process, Strategy, Team Leadership, Business Development, Business Intelligence, Portfolio Management, Financial Services, Equities, Wealth Management, Leadership, Asset Management, Business Analysis, Financial Risk, Investments
Education
La Salle University 1980 — 1984
Bachelor's Degree, Management & Marketing
Broadridge March 2015 - Present
Broadridge Financial Solutions March 2015 - March 2015
UBS January 2013 - May 2014
UBS Wealth Management 2009 - 2013
UBS Wealth Management 2008 - 2009
UBS Wealth Management 2006 - 2008
UBS Wealth Management 2003 - 2006
UBS Wealth Management 2001 - 2003
UBS Wealth Management 1990 - 2001
Merrill Lynch 1985 - 1990
Skills
Organizational Change, Risk Management, Process Engineering, Efficiency Improvement, Organizational..., Change Management, Business Transformation, Securities, Fixed Income, Management, Vendor Management, PMO, Performance Improvement, Outsourcing, Business Process, Strategy, Team Leadership, Business Development, Business Intelligence, Portfolio Management, Financial Services, Equities, Wealth Management, Leadership, Asset Management, Business Analysis, Financial Risk, Investments
Education
La Salle University 1980 — 1984
Bachelor's Degree, Management & Marketing
Elenita Escobar's UBS Experience 1994 - 2000
Job AVP at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank February 2007 - Present
Dresdner Kleinwort 2006 - 2007
ABN AMRO 2004 - 2006
Deutsche Bank April 2000 - November 2004
UBS 1994 - 2000
Bear Stearns 1992 - 1994
Cowen & Co 1988 - 1992
Skills
Fixed Income, Middle Office, Prime Brokerage, KYC, Equities, Back Office, Banking, Capital Markets, Bloomberg, FX Options, Securities, Trading, Derivatives, Corporate Actions, Collateral Management, Settlement, Financial Risk, Risk Management, Equity Derivatives, Structured Products, Options, AML, Bonds, Alternative Investments, Credit Derivatives, Trading Systems, Hedge Funds, Financial Institutions, Financial Markets, Operational Risk, Electronic Trading, Interest Rate..., Market Risk, Swaps, SWIFT payments, Securities Lending, Financial Services, Equity Trading, FINRA, Market Data, Emerging Markets
Education
Queens Vocational High School 1986 — 1989
Business
Laguardia Community College
Deutsche Bank February 2007 - Present
Dresdner Kleinwort 2006 - 2007
ABN AMRO 2004 - 2006
Deutsche Bank April 2000 - November 2004
UBS 1994 - 2000
Bear Stearns 1992 - 1994
Cowen & Co 1988 - 1992
Skills
Fixed Income, Middle Office, Prime Brokerage, KYC, Equities, Back Office, Banking, Capital Markets, Bloomberg, FX Options, Securities, Trading, Derivatives, Corporate Actions, Collateral Management, Settlement, Financial Risk, Risk Management, Equity Derivatives, Structured Products, Options, AML, Bonds, Alternative Investments, Credit Derivatives, Trading Systems, Hedge Funds, Financial Institutions, Financial Markets, Operational Risk, Electronic Trading, Interest Rate..., Market Risk, Swaps, SWIFT payments, Securities Lending, Financial Services, Equity Trading, FINRA, Market Data, Emerging Markets
Education
Queens Vocational High School 1986 — 1989
Business
Laguardia Community College
Jackie Calabrese's UBS Experience August 2007 - October 2009
Job Financial Services Professional
Industry Financial Services
Experience
UBS August 2007 - October 2009
Education
Kingsborough Community College 1974 — 1976
aas, computer
UBS August 2007 - October 2009
Education
Kingsborough Community College 1974 — 1976
aas, computer
R. Christopher Errico's UBS Experience November 2007 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS November 2007 - Present
Education
Le Moyne College
UBS November 2007 - Present
Education
Le Moyne College
Vishan Chopra's UBS Experience June 2005 - August 2005
Job Personal and Professional Coach
Industry Financial Services
Experience
Neuberger Berman September 2006 - Present
UBS June 2005 - August 2005
Skills
Hedge Funds, Alternative Investments, Valuation, Portfolio Management, Bloomberg, Project Management, Account Reconciliation, Asset Management, Equities
Education
Landmark Education 2013 — 2013
Rutgers University-New Brunswick 2002 — 2006
Bachelor of Arts, Political Science
Rutgers University-New Brunswick 2002 — 2006
Bachelor's degree, Political Science and Government
Neuberger Berman September 2006 - Present
UBS June 2005 - August 2005
Skills
Hedge Funds, Alternative Investments, Valuation, Portfolio Management, Bloomberg, Project Management, Account Reconciliation, Asset Management, Equities
Education
Landmark Education 2013 — 2013
Rutgers University-New Brunswick 2002 — 2006
Bachelor of Arts, Political Science
Rutgers University-New Brunswick 2002 — 2006
Bachelor's degree, Political Science and Government
John Wardle's UBS Experience 1997 - 2006
Job Senior Software Engineer at Informz
Industry Information Technology and Services
Experience
Informz May 2006 - Present
UBS 1997 - 2006
Swiss Bank Corporation 1996 - 1997
Swiss Stock Exchange 1993 - 1996
DEC 1990 - 1993
British Telecom Professional Services 1986 - 1990
McDonnell Douglas 1982 - 1986
Skills
Agile Methodologies, XML, Software Development, Web Services, Web Applications, Unix, ASP, Visual Studio, Business Analysis, SQL, Java Enterprise Edition
Education
Leeds Metropolitan University
Bachelor of Engineering (B.Eng First), Electrical and Electronics Engineering
Informz May 2006 - Present
UBS 1997 - 2006
Swiss Bank Corporation 1996 - 1997
Swiss Stock Exchange 1993 - 1996
DEC 1990 - 1993
British Telecom Professional Services 1986 - 1990
McDonnell Douglas 1982 - 1986
Skills
Agile Methodologies, XML, Software Development, Web Services, Web Applications, Unix, ASP, Visual Studio, Business Analysis, SQL, Java Enterprise Edition
Education
Leeds Metropolitan University
Bachelor of Engineering (B.Eng First), Electrical and Electronics Engineering
Alan G. Bozian's UBS Experience 1975 - 1999
Job 1
Industry Financial Services
Experience
Independent Consultant 2014 - Present
CLS Bank International and CLS Group Holdings AG 2010 - 2012
Patriarch Partners 2009 - 2010
Ramirez and Co. 2008 - 2009
Fortis Bank and Fortis Securities January 2003 - May 2008
Safra Group 2000 - 2002
Smartserv Online 2000 - 2000
UBS 1975 - 1999
Skills
Capital Structure, Global Macro, Capital Management, Derivatives, Financial Markets, FX Options, Capital Markets, Fixed Income, Securities, Private Equity, Financial Services, Equities, Hedge Funds, Bonds, Investment Banking, Trading, Financial Risk, Asset Managment, Portfolio Management, Bloomberg, Investments, Finance, Structured Finance, Interest Rate..., Structured Products, Trading Systems, Emerging Markets, Options, Currency, Asset Management, Electronic Trading, Back Office, Settlement, Equity Derivatives, Treasury, Financial Structuring, Foreign Exchange, FX trading, Hedging, Alternative Investments, Swaps, Credit Derivatives, Financial Institutions, Commodity, Credit Risk, ABS, Middle Office, Money Market, Market Risk, Market Data
Education
New York University - Leonard N. Stern School of Business 1976 — 1981
MBA, International Business
Lehigh University 1971 — 1975
BS, Finance and Economics
Independent Consultant 2014 - Present
CLS Bank International and CLS Group Holdings AG 2010 - 2012
Patriarch Partners 2009 - 2010
Ramirez and Co. 2008 - 2009
Fortis Bank and Fortis Securities January 2003 - May 2008
Safra Group 2000 - 2002
Smartserv Online 2000 - 2000
UBS 1975 - 1999
Skills
Capital Structure, Global Macro, Capital Management, Derivatives, Financial Markets, FX Options, Capital Markets, Fixed Income, Securities, Private Equity, Financial Services, Equities, Hedge Funds, Bonds, Investment Banking, Trading, Financial Risk, Asset Managment, Portfolio Management, Bloomberg, Investments, Finance, Structured Finance, Interest Rate..., Structured Products, Trading Systems, Emerging Markets, Options, Currency, Asset Management, Electronic Trading, Back Office, Settlement, Equity Derivatives, Treasury, Financial Structuring, Foreign Exchange, FX trading, Hedging, Alternative Investments, Swaps, Credit Derivatives, Financial Institutions, Commodity, Credit Risk, ABS, Middle Office, Money Market, Market Risk, Market Data
Education
New York University - Leonard N. Stern School of Business 1976 — 1981
MBA, International Business
Lehigh University 1971 — 1975
BS, Finance and Economics
John Reddington's UBS Experience January 2009 - Present
Job First VP, Financial Advisor at UBS
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch 1989 - 2009
Education
Kettering University
Bachelors Degree, Industrial Engineering
UBS January 2009 - Present
Merrill Lynch 1989 - 2009
Education
Kettering University
Bachelors Degree, Industrial Engineering
Antonio Florvil's UBS Experience November 2011 - December 2011
Job Operations Technician at Tekmark Global Solutions
Industry Nonprofit Organization Management
Experience
Tekmark Global Solutions January 2013 - April 2013
NPower NY July 2011 - December 2012
UBS November 2011 - December 2011
Whole Foods Market June 2010 - August 2011
Skills
Customer Satisfaction, Information Technology, Microsoft Technologies, Physical Security, Security Operations, Network Communications, Web Applications, Financial Analysis, Inventory Management, Financial Reporting, Cloud Computing, Backup, Servers, Store Management, Merchandising, Sales
Education
Technology Services Corps 2011 — 2012
Certificate, Information Technology
Kingsborough Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Educational Administration and Supervision
Tekmark Global Solutions January 2013 - April 2013
NPower NY July 2011 - December 2012
UBS November 2011 - December 2011
Whole Foods Market June 2010 - August 2011
Skills
Customer Satisfaction, Information Technology, Microsoft Technologies, Physical Security, Security Operations, Network Communications, Web Applications, Financial Analysis, Inventory Management, Financial Reporting, Cloud Computing, Backup, Servers, Store Management, Merchandising, Sales
Education
Technology Services Corps 2011 — 2012
Certificate, Information Technology
Kingsborough Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Educational Administration and Supervision
Audrey Chandler's UBS Experience 2000 - 2005
Job Sr Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2005 - Present
Goldman Sachs March 2005 - November 2005
UBS 2000 - 2005
Skills
Administrative..., Outlook, Lotus Notes, Microsoft Excel
Education
LaGuardia Community College 1980 — 1983
A.A.S
Ameriprise Financial Services, Inc. November 2005 - Present
Goldman Sachs March 2005 - November 2005
UBS 2000 - 2005
Skills
Administrative..., Outlook, Lotus Notes, Microsoft Excel
Education
LaGuardia Community College 1980 — 1983
A.A.S
Sergey Bozhulich's UBS Experience June 2003 - August 2008
Job Smart order routing at BNP Paribas
Industry Financial Services
Experience
BNP Paribas October 2010 - Present
Interactive Brokers August 2008 - October 2010
UBS June 2003 - August 2008
Bear Stearns August 1999 - June 2003
Investment Technology Group (ITG) June 1997 - June 1999
Skills
C++, Smart Order Routing, Linux, Market Data, Options, Trading Systems, Routing, Multithreading
Education
Kyiv National Taras Shevchenko University 1980 — 1985
Bachelor, Mathematics, Computer Science
BNP Paribas October 2010 - Present
Interactive Brokers August 2008 - October 2010
UBS June 2003 - August 2008
Bear Stearns August 1999 - June 2003
Investment Technology Group (ITG) June 1997 - June 1999
Skills
C++, Smart Order Routing, Linux, Market Data, Options, Trading Systems, Routing, Multithreading
Education
Kyiv National Taras Shevchenko University 1980 — 1985
Bachelor, Mathematics, Computer Science
Heather McInnis's UBS Experience August 1999 - April 2004
Job Trust Administrator at BBVA Compass
Industry Banking
Experience
BBVA Compass April 2004 - Present
BBVA Compass April 2004 - Present
UBS August 1999 - April 2004
Education
Lamar University 1997 — 2006
BAAS, General Studies
BBVA Compass April 2004 - Present
BBVA Compass April 2004 - Present
UBS August 1999 - April 2004
Education
Lamar University 1997 — 2006
BAAS, General Studies
Theresa Bonilla's UBS Experience February 2000 - November 2003
Job Accounts Receivable Supervisor at Pacer International, LTD
Industry Import and Export
Experience
Michael C. Fina June 2012 - Present
Pacer International November 2007 - February 2012
Pacer International September 2005 - November 2007
UBS February 2000 - November 2003
UBS September 1996 - February 2000
UBS June 1992 - September 1996
UBS December 1990 - June 1992
UBS June 1990 - December 1990
UBS November 1987 - June 1990
Skills
Accounts Receivable, Billing, Invoicing, Reconciliation, Customer Collections, Team Oriented, Customer Service, Credit, Account Reconciliation, Team Leadership, Management, Team-oriented, Financial Reporting, Payroll, Accounting, General Ledger, Analysis, Microsoft Excel, Leadership, Process Improvement
Education
LaGuardia Community College
Associated, Computer science
Michael C. Fina June 2012 - Present
Pacer International November 2007 - February 2012
Pacer International September 2005 - November 2007
UBS February 2000 - November 2003
UBS September 1996 - February 2000
UBS June 1992 - September 1996
UBS December 1990 - June 1992
UBS June 1990 - December 1990
UBS November 1987 - June 1990
Skills
Accounts Receivable, Billing, Invoicing, Reconciliation, Customer Collections, Team Oriented, Customer Service, Credit, Account Reconciliation, Team Leadership, Management, Team-oriented, Financial Reporting, Payroll, Accounting, General Ledger, Analysis, Microsoft Excel, Leadership, Process Improvement
Education
LaGuardia Community College
Associated, Computer science
Amy Jaswal's UBS Experience December 1996 - March 2003
Job International Equity Sales
Industry Financial Services
Experience
UBS December 1996 - March 2003
Skills
Portfolio Management, Equities, Investments, Series 7, Investment Banking, Hedge Funds
Education
Kenyon College 1984 — 1988
Bachelor of Arts (BA), International Studies
早稲田大学 / Waseda University 1986 — 1987
UBS December 1996 - March 2003
Skills
Portfolio Management, Equities, Investments, Series 7, Investment Banking, Hedge Funds
Education
Kenyon College 1984 — 1988
Bachelor of Arts (BA), International Studies
早稲田大学 / Waseda University 1986 — 1987
Brittany Nolan's UBS Experience June 2011 - August 2011
Job Sr. Specialist at MUFG Union Bank, N.A.
Industry Human Resources
Experience
MUFG Union Bank, N.A. September 2012 - Present
UBS June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork
Education
Sheffield Hallam University 2012 — 2012
Master of Science (M.Sc.), International Human Resources
La Salle University 2008 — 2011
Bachelor of Arts (B.A.), Political Science and Philosophy
MUFG Union Bank, N.A. September 2012 - Present
UBS June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork
Education
Sheffield Hallam University 2012 — 2012
Master of Science (M.Sc.), International Human Resources
La Salle University 2008 — 2011
Bachelor of Arts (B.A.), Political Science and Philosophy
Lisa Arnold's UBS Experience June 1987 - December 1998
Job Real Estate Agent at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage April 2006 - Present
Weichert Realtors March 2004 - April 2006
UBS June 1987 - December 1998
Education
Lehigh University 1983 — 1987
Bachelor of Science (BS), Finance, General
Coldwell Banker Residential Brokerage April 2006 - Present
Weichert Realtors March 2004 - April 2006
UBS June 1987 - December 1998
Education
Lehigh University 1983 — 1987
Bachelor of Science (BS), Finance, General
Jacob Wechsler's UBS Experience May 2010 - May 2010
Job Jefferies Group Inc.
Industry Investment Banking
Experience
Jefferies Group LLC December 2014 - Present
Jefferies Group LLC July 2012 - December 2014
Jefferies Group Inc. June 2011 - August 2011
J.P. Morgan Chase & Co. June 2010 - August 2010
UBS May 2010 - May 2010
Morrison & Foerster LLP June 2009 - August 2009
Education
Lehigh University 2008 — 2012
Bachelor of Science (B.S.), Finance
Jefferies Group LLC December 2014 - Present
Jefferies Group LLC July 2012 - December 2014
Jefferies Group Inc. June 2011 - August 2011
J.P. Morgan Chase & Co. June 2010 - August 2010
UBS May 2010 - May 2010
Morrison & Foerster LLP June 2009 - August 2009
Education
Lehigh University 2008 — 2012
Bachelor of Science (B.S.), Finance
Adnan Meskic's UBS Experience February 2014 - July 2014
Job Wealth Management Intern
Industry Financial Services
Experience
UBS February 2014 - July 2014
Lake Forest College September 2011 - February 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Data Analysis, Economics, Public Speaking, Higher Education, Critical Thinking, Time Management, Teamwork, Proofreading, Leadership, Social Networking
Education
Lake Forest College 2011 — 2015
Bachelor of Arts, Finance and Mathematics
Vernon Hills High School
UBS February 2014 - July 2014
Lake Forest College September 2011 - February 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Data Analysis, Economics, Public Speaking, Higher Education, Critical Thinking, Time Management, Teamwork, Proofreading, Leadership, Social Networking
Education
Lake Forest College 2011 — 2015
Bachelor of Arts, Finance and Mathematics
Vernon Hills High School
Bill Halbert's UBS Experience April 1989 - October 2006
Job Sr. V.P.Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2006 - Present
UBS April 1989 - October 2006
E F Hutton & Co October 1979 - February 1989
Skills
Equities, Fixed Income, Financial Modeling, Investments, Derivatives, Portfolio Management, Investment Banking, Capital Markets, Series 7, Financial Analysis, Wealth Management, Bloomberg, Valuation, Hedge Funds, Asset Management, Corporate Finance, Mutual Funds, Risk Management, Retirement Planning, Strategic Financial...
Education
Institute of Chartered Financial Analyst (CFA) 1992 1990 — 1992
Chartered Financial Analyst (CFA), Portfolio Management
Kettering University (General Motors Institute) BME 1965 1960 — 1965
Wayne State University MBA 1969, Finance and Marketing
Morgan Stanley November 2006 - Present
UBS April 1989 - October 2006
E F Hutton & Co October 1979 - February 1989
Skills
Equities, Fixed Income, Financial Modeling, Investments, Derivatives, Portfolio Management, Investment Banking, Capital Markets, Series 7, Financial Analysis, Wealth Management, Bloomberg, Valuation, Hedge Funds, Asset Management, Corporate Finance, Mutual Funds, Risk Management, Retirement Planning, Strategic Financial...
Education
Institute of Chartered Financial Analyst (CFA) 1992 1990 — 1992
Chartered Financial Analyst (CFA), Portfolio Management
Kettering University (General Motors Institute) BME 1965 1960 — 1965
Wayne State University MBA 1969, Finance and Marketing
Ryohei Kawata's UBS Experience June 2011 - February 2013
Job International Finance Corporation (IFC) Associate Financial Officer Quantitative Analysis & Modeling
Industry Nonprofit Organization Management
Experience
International Finance Corporation (IFC), World Bank Group July 2014 - Present
Multilateral Investment Guarantee Agency (MIGA), World Bank Group March 2013 - June 2014
UBS June 2011 - February 2013
Bank of Japan April 2005 - May 2011
Education
Princeton University 2009 — 2011
Financial Engineering, Master in Finance
京都大学 / Kyoto University 2003 — 2005
Analysis of Economic Dynamics, Master of Economics
東京工業大学 / Tokyo Institute of Technology 1999 — 2003
Industrial and Systems Engineering, Bachelor of Engineering
International Finance Corporation (IFC), World Bank Group July 2014 - Present
Multilateral Investment Guarantee Agency (MIGA), World Bank Group March 2013 - June 2014
UBS June 2011 - February 2013
Bank of Japan April 2005 - May 2011
Education
Princeton University 2009 — 2011
Financial Engineering, Master in Finance
京都大学 / Kyoto University 2003 — 2005
Analysis of Economic Dynamics, Master of Economics
東京工業大学 / Tokyo Institute of Technology 1999 — 2003
Industrial and Systems Engineering, Bachelor of Engineering
Bridget Patterson's UBS Experience August 2006 - July 2008
Job Proctor at Touro College
Industry Accounting
Experience
Touro College Pharmacy May 2014 - Present
Community Service August 2011 - Present
HBO November 2011 - 2011
Legg Mason August 2007 - August 2008
UBS August 2006 - July 2008
Citi July 1996 - June 2006
Skills
Accounting, Financial Analysis, Account Reconciliation, Accounts Payable, Marketing, Customer Service, Accounts Receivable, Fixed Assets, Microsoft Excel, Mutual Funds, Microsoft Office, Microsoft Suites
Education
Kingsborough Community College
Associate of Arts and Sciences (AAS), Accounting
Touro College Pharmacy May 2014 - Present
Community Service August 2011 - Present
HBO November 2011 - 2011
Legg Mason August 2007 - August 2008
UBS August 2006 - July 2008
Citi July 1996 - June 2006
Skills
Accounting, Financial Analysis, Account Reconciliation, Accounts Payable, Marketing, Customer Service, Accounts Receivable, Fixed Assets, Microsoft Excel, Mutual Funds, Microsoft Office, Microsoft Suites
Education
Kingsborough Community College
Associate of Arts and Sciences (AAS), Accounting
BERNIE TOWNES's UBS Experience January 2010 - Present
Job First Vice President Wealth Management at UBS Wealth Management
Industry Financial Services
Experience
UBS January 2010 - Present
UBS Wealth Management January 2010 - Present
CITI/SMITH BARNEY January 1990 - January 2010
Education
Kutztown University of Pennsylvania 1976 — 1981
Bachelor of Science (BS), BUSINESS ADMINISTRATION
UBS January 2010 - Present
UBS Wealth Management January 2010 - Present
CITI/SMITH BARNEY January 1990 - January 2010
Education
Kutztown University of Pennsylvania 1976 — 1981
Bachelor of Science (BS), BUSINESS ADMINISTRATION
Arielle Thompson's UBS Experience March 2013 - September 2014
Job Investment Associate at JP Morgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA September 2014 - Present
UBS March 2013 - September 2014
UBS April 2008 - March 2013
Smith Barney November 2006 - April 2008
Education
Lehigh University 2002 — 2006
Bachelor of Science (BS), Marketing
JP Morgan Chase Bank NA September 2014 - Present
UBS March 2013 - September 2014
UBS April 2008 - March 2013
Smith Barney November 2006 - April 2008
Education
Lehigh University 2002 — 2006
Bachelor of Science (BS), Marketing
Erica Byfield's UBS Experience 1996 - 1998
Job VP, Citi Enterprise Supply Chain Systems
Industry Computer Software
Experience
Citi 2012 - Present
Oracle 2008 - 2012
BearingPoint 2001 - 2008
University of Cambridge 1998 - 2001
UBS 1996 - 1998
Skills
Banking, Management, Financial Analysis, Customer Service, Strategic Planning, Oracle, ERP Implementations, Business Analysis, ERP Software, Project Management, Consulting, Requirements Analysis, Data Analysis, Project Planning, Higher Education, Grant Administration, Grant Writing, Marketing, Training, Oracle E-Business Suite, Oracle Applications
Education
Lancaster University
Master's degree, Finance, General
The University of the West Indies, Mona
Bachelor's degree, Accounting and Business/Management
Citi 2012 - Present
Oracle 2008 - 2012
BearingPoint 2001 - 2008
University of Cambridge 1998 - 2001
UBS 1996 - 1998
Skills
Banking, Management, Financial Analysis, Customer Service, Strategic Planning, Oracle, ERP Implementations, Business Analysis, ERP Software, Project Management, Consulting, Requirements Analysis, Data Analysis, Project Planning, Higher Education, Grant Administration, Grant Writing, Marketing, Training, Oracle E-Business Suite, Oracle Applications
Education
Lancaster University
Master's degree, Finance, General
The University of the West Indies, Mona
Bachelor's degree, Accounting and Business/Management
Patricia McAuliffe's UBS Experience April 2007 - March 2009
Job Receptionist/Assistant at Bernard Herold & Co
Industry Financial Services
Experience
Bernard Herold & Co July 2009 - Present
UBS April 2007 - March 2009
Skills
New Accounts, Cashiering, Accats
Education
Saint Edmunds 1986 — 1990
High School, Business classes
Kingsborough Community College
Some college, Accounting
Bernard Herold & Co July 2009 - Present
UBS April 2007 - March 2009
Skills
New Accounts, Cashiering, Accats
Education
Saint Edmunds 1986 — 1990
High School, Business classes
Kingsborough Community College
Some college, Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.