UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
UBS List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,700 UBS employees in database. Find out everything there's to know about UBS employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Employees
Employee
Years
Job
Industry
Cara Caillouet Cara Caillouet's UBS Experience March 2014 - Present
Job Associate Director at UBS
Industry Banking
Experience
UBS March 2014 - Present
loanDepot April 2013 - February 2014
Bank of America June 2007 - February 2013
Education
LSU
BS, ECONOMICS
The University of Texas at Dallas
UBS March 2014 - Present
loanDepot April 2013 - February 2014
Bank of America June 2007 - February 2013
Education
LSU
BS, ECONOMICS
The University of Texas at Dallas
Fredy Zuberbuehler Fredy Zuberbuehler's UBS Experience March 1986 - June 1987
Job Chief Compliance Officer LGT & SACO Board
Industry Banking
Experience
LGT Bank AG June 2011 - Present
SACO - Swiss Association of Compliance Officers December 1998 - Present
Community Council of Zumikon (Gemeinderat) May 1998 - October 2011
LGT Bank AG August 2007 - May 2011
Alters- und Pflegezentrum Zollingerheim, Forch May 2006 - May 2010
Julius Baer March 2000 - April 2007
Coutts September 1995 - February 2000
Zurich Stock Exchange Commissioner Office July 1987 - July 1995
UBS March 1986 - June 1987
La Genevoise Assurance sur la Vie August 1984 - December 1985
Skills
FATCA, MiFID,..., Management, Banking, Project Management, Hedge Funds, AML, Securities, Structured Products, Private Banking, Derivatives, Financial Markets, Asset Management
Education
London Business School 2005 — 2005
International Institute for Management Development, IMD, Lausanne 2001 — 2001
Freies Gymnasium Zurich 1969 — 1975
High School Diploma Type B, Latin
Zurich University
MLaw, Law
LGT Bank AG June 2011 - Present
SACO - Swiss Association of Compliance Officers December 1998 - Present
Community Council of Zumikon (Gemeinderat) May 1998 - October 2011
LGT Bank AG August 2007 - May 2011
Alters- und Pflegezentrum Zollingerheim, Forch May 2006 - May 2010
Julius Baer March 2000 - April 2007
Coutts September 1995 - February 2000
Zurich Stock Exchange Commissioner Office July 1987 - July 1995
UBS March 1986 - June 1987
La Genevoise Assurance sur la Vie August 1984 - December 1985
Skills
FATCA, MiFID,..., Management, Banking, Project Management, Hedge Funds, AML, Securities, Structured Products, Private Banking, Derivatives, Financial Markets, Asset Management
Education
London Business School 2005 — 2005
International Institute for Management Development, IMD, Lausanne 2001 — 2001
Freies Gymnasium Zurich 1969 — 1975
High School Diploma Type B, Latin
Zurich University
MLaw, Law
Lukas Golson Lukas Golson's UBS Experience February 2005 - May 2005
Job Sr. Analyst at Caesars Entertainment Corporation
Industry Gambling & Casinos
Experience
Caesars Entertainment Corporation November 2014 - Present
Elance-oDesk August 2014 - November 2014
Bank of America Merchant Services October 2013 - August 2014
GLOBALFOUNDRIES September 2011 - May 2013
Caesars Entertainment Corporation June 2009 - September 2011
Four Corners Capital Management October 2005 - June 2008
UBS February 2005 - May 2005
Skills
Financial Modeling, Corporate Finance, Equities, Treasury Management, Financial Risk, Banking, Forecasting, Management, Accounting, Credit, Loans, Financial Analysis, Analysis, Finance, Portfolio Management, Cash Flow
Education
Louisiana State University 2000 — 2005
Bachelor of Science, Finance
Tilburg University 2003 — 2003
LSU Semester Abroad, Finance, Law
Caesars Entertainment Corporation November 2014 - Present
Elance-oDesk August 2014 - November 2014
Bank of America Merchant Services October 2013 - August 2014
GLOBALFOUNDRIES September 2011 - May 2013
Caesars Entertainment Corporation June 2009 - September 2011
Four Corners Capital Management October 2005 - June 2008
UBS February 2005 - May 2005
Skills
Financial Modeling, Corporate Finance, Equities, Treasury Management, Financial Risk, Banking, Forecasting, Management, Accounting, Credit, Loans, Financial Analysis, Analysis, Finance, Portfolio Management, Cash Flow
Education
Louisiana State University 2000 — 2005
Bachelor of Science, Finance
Tilburg University 2003 — 2003
LSU Semester Abroad, Finance, Law
Adam Smotherman's UBS Experience January 2014 - Present
Job Client Resolution Specialist at UBS
Industry Financial Services
Experience
UBS January 2014 - Present
Sears Holdings Corporation April 2013 - April 2014
Skills
Sales, Customer Service, Microsoft Excel
Education
Middle Tennessee State University 2009 — 2013
Financial Institutions Management, Finance and Financial Management Services, Senior
Lipscomb University
Master of Business Administration (M.B.A.)
UBS January 2014 - Present
Sears Holdings Corporation April 2013 - April 2014
Skills
Sales, Customer Service, Microsoft Excel
Education
Middle Tennessee State University 2009 — 2013
Financial Institutions Management, Finance and Financial Management Services, Senior
Lipscomb University
Master of Business Administration (M.B.A.)
Trent Stevenson's UBS Experience May 2012 - August 2012
Job Business Analyst at DaVita Rx
Industry Hospital & Health Care
Experience
DaVita Rx 2013 - Present
UBS May 2012 - August 2012
FLEUR DE LIS FINANCIAL- MASS MUTUAL June 2011 - August 2011
Skills
Time Management, Customer Satisfaction, Microsoft Excel, PowerPoint, Teamwork
Education
Louisiana State University 2009 — 2013
Bachelor of Science, Finance
DaVita Rx 2013 - Present
UBS May 2012 - August 2012
FLEUR DE LIS FINANCIAL- MASS MUTUAL June 2011 - August 2011
Skills
Time Management, Customer Satisfaction, Microsoft Excel, PowerPoint, Teamwork
Education
Louisiana State University 2009 — 2013
Bachelor of Science, Finance
Kimball Brown's UBS Experience June 1993 - June 2001
Job Funds Transfer Manager, Bank of America
Industry Banking
Experience
Bank of America September 2003 - Present
Standard Chartered Bank September 2001 - August 2003
UBS June 1993 - June 2001
Skills
Mortgage Lending, FHA, Credit, Loan Origination, Real Estate, Portfolio Management, Credit Cards, Risk Management, Refinance, Loans, Mortgage Banking, Banking, Small Business, Customer Service, Small Business Lending, Reverse Mortgages, Coaching, Entrepreneurship, Commercial Banking
Education
Nyack College 2010 — 2014
Business Administration and Management, General
Long Island University, Brooklyn Campus 1980 — 1983
Bank of America September 2003 - Present
Standard Chartered Bank September 2001 - August 2003
UBS June 1993 - June 2001
Skills
Mortgage Lending, FHA, Credit, Loan Origination, Real Estate, Portfolio Management, Credit Cards, Risk Management, Refinance, Loans, Mortgage Banking, Banking, Small Business, Customer Service, Small Business Lending, Reverse Mortgages, Coaching, Entrepreneurship, Commercial Banking
Education
Nyack College 2010 — 2014
Business Administration and Management, General
Long Island University, Brooklyn Campus 1980 — 1983
William Meyers's UBS Experience November 2014 - Present
Job Attended Louisiana State University and Agricultural and Mechanical College
Industry Marketing and Advertising
Serenity Crump Serenity Crump's UBS Experience February 2013 - Present
Job Business Analyst at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS February 2013 - Present
UBS June 2014 - August 2014
UBS Investment Bank August 2012 - January 2013
Year Up March 2012 - January 2013
JMI Elite June 2011 - August 2012
Captain Curt's Food Products December 2011 - March 2012
Lincoln University of Missouri August 2008 - January 2010
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Teamwork, SharePoint, Microsoft Office 2007, Event Planning, Data Entry, Non-profits, Offshore Training
Education
Roosevelt University 2013 — 2015
Business Management
Year Up Chicago 2012 — 2013
Certifcate of Completion, Information Technology
Lincoln University (MO) 2007 — 2010
Business Administration and Management, General
University of Phoenix 2015 — 2019
UBS February 2013 - Present
UBS June 2014 - August 2014
UBS Investment Bank August 2012 - January 2013
Year Up March 2012 - January 2013
JMI Elite June 2011 - August 2012
Captain Curt's Food Products December 2011 - March 2012
Lincoln University of Missouri August 2008 - January 2010
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Teamwork, SharePoint, Microsoft Office 2007, Event Planning, Data Entry, Non-profits, Offshore Training
Education
Roosevelt University 2013 — 2015
Business Management
Year Up Chicago 2012 — 2013
Certifcate of Completion, Information Technology
Lincoln University (MO) 2007 — 2010
Business Administration and Management, General
University of Phoenix 2015 — 2019
Robert Ansah's UBS Experience July 2007 - August 2008
Job Solutions Architect @ SAS
Industry Information Technology and Services
Experience
SAS September 2015 - Present
General Motors April 2015 - September 2015
General Motors September 2013 - April 2015
Louisiana State University June 2010 - May 2013
Rice McVaney Communications July 2011 - May 2012
Compass Group October 2008 - February 2011
Louisiana State University August 2008 - June 2010
UBS July 2007 - August 2008
Skills
SAS, Data Mining, Business Intelligence, Analytics, SQL, SPSS, Tableau, Predictive Analytics, Statistics, Teradata, SAS programming, SAS E-Miner, Data Analysis, Cognos, CRM, Microsoft SQL Server, SQL Server Management..., Analysis, Microsoft Excel, MDX, SSIS, Training, Visual Studio, SSAS 2008, Visual Basic, SSRS, Databases, Visio, VBA, Management, Database Design, SharePoint, Access, Marketing, Business Objects, Project Management
Education
Louisiana State University and Agricultural and Mechanical College 2012 — 2013
Master of Science, Analytics
Louisiana State University and Agricultural and Mechanical College 2008 — 2012
Bachelor of Science (B.S.), Information Systems and Decision Sciences
Lamar High School
SAS September 2015 - Present
General Motors April 2015 - September 2015
General Motors September 2013 - April 2015
Louisiana State University June 2010 - May 2013
Rice McVaney Communications July 2011 - May 2012
Compass Group October 2008 - February 2011
Louisiana State University August 2008 - June 2010
UBS July 2007 - August 2008
Skills
SAS, Data Mining, Business Intelligence, Analytics, SQL, SPSS, Tableau, Predictive Analytics, Statistics, Teradata, SAS programming, SAS E-Miner, Data Analysis, Cognos, CRM, Microsoft SQL Server, SQL Server Management..., Analysis, Microsoft Excel, MDX, SSIS, Training, Visual Studio, SSAS 2008, Visual Basic, SSRS, Databases, Visio, VBA, Management, Database Design, SharePoint, Access, Marketing, Business Objects, Project Management
Education
Louisiana State University and Agricultural and Mechanical College 2012 — 2013
Master of Science, Analytics
Louisiana State University and Agricultural and Mechanical College 2008 — 2012
Bachelor of Science (B.S.), Information Systems and Decision Sciences
Lamar High School
David Noonan's UBS Experience June 2002 - February 2003
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade March 2015 - Present
Self-employed November 2013 - March 2015
Merrill Lynch February 2008 - November 2013
Pension Planners Securities September 2006 - October 2007
Hold Brothers Capital, LLC August 2005 - May 2006
Citi February 2004 - May 2005
UBS June 2002 - February 2003
Skills
Risk Management, Investments, Portfolio Management, Equities, Options Strategies, Equity Trading, Technical Analysis, Proprietary Trading
Education
Loyola Marymount University 1997 — 2001
Bachelor's Degree, Finance
St. Francis High School 1993 — 1997
TD Ameritrade March 2015 - Present
Self-employed November 2013 - March 2015
Merrill Lynch February 2008 - November 2013
Pension Planners Securities September 2006 - October 2007
Hold Brothers Capital, LLC August 2005 - May 2006
Citi February 2004 - May 2005
UBS June 2002 - February 2003
Skills
Risk Management, Investments, Portfolio Management, Equities, Options Strategies, Equity Trading, Technical Analysis, Proprietary Trading
Education
Loyola Marymount University 1997 — 2001
Bachelor's Degree, Finance
St. Francis High School 1993 — 1997
Erin Bailes's UBS Experience April 2007 - August 2011
Job Client Associate at Beacon Asset Management
Industry Financial Services
Experience
Beacon Asset Management January 2014 - Present
Merrill Lynch September 2011 - December 2013
UBS April 2007 - August 2011
Merrill Lynch June 2005 - March 2007
Skills
Asset Allocation, Wealth Management, Series 7, Project Management, Microsoft Excel, Investments, Customer Service, Series 66, Risk Management, Financial Services, Leadership
Education
Louisiana State University 2000 — 2004
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Beacon Asset Management January 2014 - Present
Merrill Lynch September 2011 - December 2013
UBS April 2007 - August 2011
Merrill Lynch June 2005 - March 2007
Skills
Asset Allocation, Wealth Management, Series 7, Project Management, Microsoft Excel, Investments, Customer Service, Series 66, Risk Management, Financial Services, Leadership
Education
Louisiana State University 2000 — 2004
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Michael Nunnally, CFP®, AWMA®'s UBS Experience May 2015 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2015 - Present
UBS Financial Services Inc. April 2013 - May 2015
Lipsey's LLC September 2009 - November 2010
Education
Louisiana State University 2004 — 2009
Business Administration, Management
UBS May 2015 - Present
UBS Financial Services Inc. April 2013 - May 2015
Lipsey's LLC September 2009 - November 2010
Education
Louisiana State University 2004 — 2009
Business Administration, Management
Jeanyoung Jeannie Cho Jeanyoung Jeannie Cho's UBS Experience June 2005 - August 2005
Job Research Associate at a socially responsible investment firm
Industry Law Practice
Experience
a socially responsible investment firm July 2015 - Present
New York City Bar Association, International Human Rights Committee September 2013 - November 2014
Leitner Center for International Law and Justice February 2013 - May 2014
Amnesty International USA January 2014 - April 2014
Freedom House June 2013 - November 2013
New York Supreme Court June 2012 - October 2012
MC Squared November 2009 - October 2010
MC Squared May 2009 - November 2009
UBS June 2005 - August 2005
Skills
Legal Research, Editing, Human Rights, Research, Policy, International Law, Analysis, Legal Writing, Westlaw, PowerPoint
Education
Fordham University School of Law 2011 — 2014
J.D., Law
Loyola Marymount University 2005 — 2009
BBA, Business Law, Marketing
a socially responsible investment firm July 2015 - Present
New York City Bar Association, International Human Rights Committee September 2013 - November 2014
Leitner Center for International Law and Justice February 2013 - May 2014
Amnesty International USA January 2014 - April 2014
Freedom House June 2013 - November 2013
New York Supreme Court June 2012 - October 2012
MC Squared November 2009 - October 2010
MC Squared May 2009 - November 2009
UBS June 2005 - August 2005
Skills
Legal Research, Editing, Human Rights, Research, Policy, International Law, Analysis, Legal Writing, Westlaw, PowerPoint
Education
Fordham University School of Law 2011 — 2014
J.D., Law
Loyola Marymount University 2005 — 2009
BBA, Business Law, Marketing
Jennifer Nowak Jennifer Nowak's UBS Experience May 2007 - August 2007
Job Ultrasound Student at Gurnick Academy of Medical Arts
Industry Hospital & Health Care
Experience
Gurnick Academy of Medical Arts May 2014 - Present
Queen Bee Salon & Spa August 2008 - Present
Downey Regional Medical Center 2009 - January 2015
Pop Physique, LLC September 2013 - May 2014
UBS May 2007 - August 2007
Skills
Microsoft Applications, Organizational..., Schedules, Customer-focused, Inventory Management, Facebook, Event Planning, Event Management, Research, Administrative...
Education
Loyola Marymount University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Gurnick Academy of Medical Arts May 2014 - Present
Queen Bee Salon & Spa August 2008 - Present
Downey Regional Medical Center 2009 - January 2015
Pop Physique, LLC September 2013 - May 2014
UBS May 2007 - August 2007
Skills
Microsoft Applications, Organizational..., Schedules, Customer-focused, Inventory Management, Facebook, Event Planning, Event Management, Research, Administrative...
Education
Loyola Marymount University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brenda Titus Brenda Titus's UBS Experience July 2014 - Present
Job Complex Supervisory Officer at UBS
Industry Financial Services
Experience
UBS July 2014 - Present
Barclays December 2013 - July 2014
JPMorgan Chase March 2011 - December 2013
UBS June 2006 - March 2011
UBS February 2003 - June 2006
Salomon Smith Barney November 1998 - October 2002
Skills
Business Development, Direct Marketing, E-commerce, SOA, Team Management, Investments, Analytics, Strategy
Education
Long Island University 1995 — 1999
Bachelor of Science (BS), Accounting and Marketing
UBS July 2014 - Present
Barclays December 2013 - July 2014
JPMorgan Chase March 2011 - December 2013
UBS June 2006 - March 2011
UBS February 2003 - June 2006
Salomon Smith Barney November 1998 - October 2002
Skills
Business Development, Direct Marketing, E-commerce, SOA, Team Management, Investments, Analytics, Strategy
Education
Long Island University 1995 — 1999
Bachelor of Science (BS), Accounting and Marketing
Allison Konop Allison Konop's UBS Experience January 2013 - January 2015
Job Client Service Associate at Jessup Wealth Management Inc
Industry Financial Services
Experience
Jessup Wealth Management Inc January 2015 - Present
UBS January 2013 - January 2015
Cincinnati Bell October 2009 - November 2012
Nationwide Insurance September 2008 - September 2009
Father's Table May 2008 - September 2008
Liberty University September 2007 - May 2008
True Value Company August 2004 - October 2007
Education
Liberty University 2005 — 2008
Bachelor of Science, Communication Studies; Advertising; Public Relations
Jessup Wealth Management Inc January 2015 - Present
UBS January 2013 - January 2015
Cincinnati Bell October 2009 - November 2012
Nationwide Insurance September 2008 - September 2009
Father's Table May 2008 - September 2008
Liberty University September 2007 - May 2008
True Value Company August 2004 - October 2007
Education
Liberty University 2005 — 2008
Bachelor of Science, Communication Studies; Advertising; Public Relations
Katie Bennett's UBS Experience October 2015 - Present
Job Associate General Counsel
Industry Law Practice
Experience
UBS October 2015 - Present
Reynolds, Johnston, Hinton & Pepper, LLP August 2012 - September 2015
Thomson Reuters August 2010 - May 2012
In House Legal/XMI Holdings May 2010 - August 2011
Robert D. Johnston, Attorney at Law May 2008 - August 2009
R. Harvey Johnston, III January 2008 - August 2009
Eastern Region R.O.T.C. Cadet Command Public Affairs Office 2004 - 2006
Skills
Legal Research, Negotiation, Drafting Agreements, Legal Writing, Litigation, Real Estate Transactions, Commercial Real Estate, Real Estate, 1031 Exchanges, Corporate Law, Banking Law, Commercial Litigation, Civil Litigation, Appeals, Family Law, Westlaw, Public Speaking, Microsoft Office, Leadership, Legal Assistance, PowerPoint, Research, Microsoft Excel, Microsoft Word, LexisNexis, Management, Estate Planning, Time Management, Legal Advice
Education
Louis D. Brandeis School of Law at the University of Louisville 2009 — 2012
J.D., Law
Western Kentucky University 2005 — 2009
B.A., Political Science, Broadcasting
UBS October 2015 - Present
Reynolds, Johnston, Hinton & Pepper, LLP August 2012 - September 2015
Thomson Reuters August 2010 - May 2012
In House Legal/XMI Holdings May 2010 - August 2011
Robert D. Johnston, Attorney at Law May 2008 - August 2009
R. Harvey Johnston, III January 2008 - August 2009
Eastern Region R.O.T.C. Cadet Command Public Affairs Office 2004 - 2006
Skills
Legal Research, Negotiation, Drafting Agreements, Legal Writing, Litigation, Real Estate Transactions, Commercial Real Estate, Real Estate, 1031 Exchanges, Corporate Law, Banking Law, Commercial Litigation, Civil Litigation, Appeals, Family Law, Westlaw, Public Speaking, Microsoft Office, Leadership, Legal Assistance, PowerPoint, Research, Microsoft Excel, Microsoft Word, LexisNexis, Management, Estate Planning, Time Management, Legal Advice
Education
Louis D. Brandeis School of Law at the University of Louisville 2009 — 2012
J.D., Law
Western Kentucky University 2005 — 2009
B.A., Political Science, Broadcasting
Derrick Clouser Derrick Clouser's UBS Experience 2001 - 2008
Job Principal at Encompass Wealth Advisors
Industry Financial Services
Experience
Encompass Wealth Advisors July 2014 - Present
Morgan Stanley June 2008 - July 2014
UBS 2001 - 2008
Merrill Lynch 1996 - 2001
U.S. Bank 1991 - 1996
Education
Linfield College
Encompass Wealth Advisors July 2014 - Present
Morgan Stanley June 2008 - July 2014
UBS 2001 - 2008
Merrill Lynch 1996 - 2001
U.S. Bank 1991 - 1996
Education
Linfield College
Alex Ng, CISA, CISSP, MBA Alex Ng, CISA, CISSP, MBA's UBS Experience May 1993 - August 1994
Job Information Security Analyst
Industry Information Technology and Services
Experience
Citi 2010 - Present
Citi 2001 - 2010
Citi August 1995 - 2001
UBS May 1993 - August 1994
Goldman Sachs January 1993 - April 1993
Fusion Systems Japan 1992 - 1993
American Banker/Bond Buyer; AIG & Chase Manhattan 1987 - 1992
Skills
GLBA, Oracle, Information Security
Education
LIU Brooklyn
Master of Business Administration (M.B.A.)
Citi 2010 - Present
Citi 2001 - 2010
Citi August 1995 - 2001
UBS May 1993 - August 1994
Goldman Sachs January 1993 - April 1993
Fusion Systems Japan 1992 - 1993
American Banker/Bond Buyer; AIG & Chase Manhattan 1987 - 1992
Skills
GLBA, Oracle, Information Security
Education
LIU Brooklyn
Master of Business Administration (M.B.A.)
Ted Podest's UBS Experience 1993 - 1997
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
CIT June 2012 - April 2014
NYSE Euronext October 2011 - June 2012
Goldman Sachs February 2011 - October 2011
Credit Suisse May 2006 - January 2011
Citibank 2001 - 2006
SG Securities 1997 - 2000
UBS 1993 - 1997
Union Bank of Switzerland 1993 - 1996
Salomon Brothers 1990 - 1994
Education
Marist College 1984 — 1986
Bachelor of Business Administration (B.B.A.), International Finance
Long Island University 1987 — 1990
MBA, International Finance
Rowan University 1983 — 1987
Marist College 1983 — 1986
BS, Finance
Rowan University 1982 — 1984
JPMorgan Chase April 2014 - Present
CIT June 2012 - April 2014
NYSE Euronext October 2011 - June 2012
Goldman Sachs February 2011 - October 2011
Credit Suisse May 2006 - January 2011
Citibank 2001 - 2006
SG Securities 1997 - 2000
UBS 1993 - 1997
Union Bank of Switzerland 1993 - 1996
Salomon Brothers 1990 - 1994
Education
Marist College 1984 — 1986
Bachelor of Business Administration (B.B.A.), International Finance
Long Island University 1987 — 1990
MBA, International Finance
Rowan University 1983 — 1987
Marist College 1983 — 1986
BS, Finance
Rowan University 1982 — 1984
Jason Gamble Jason Gamble's UBS Experience March 2005 - February 2007
Job Senior Associate at eBay Enterprise Marketing Solutions Database CRM
Industry Marketing and Advertising
Experience
eBay Enterprise December 2010 - Present
JPMorgan Chase February 2007 - January 2009
UBS March 2005 - February 2007
Anonymous October 2001 - April 2005
CBIZ Retirement Services, Inc January 1999 - October 2001
Skills
Technical Support, Hands-on Training, Business Relationship..., Customer Service, Data Analysis, Customer Analysis, Customer Retention, Customer Acquisition, Client Liaison, Account Management, Financial Analysis, Customer Segmentation..., Segmentation, Sequel, Oracle SQL, Strategic Partnerships, Business Analysis, CRM, Database Marketing, Strategy
Education
LIU Post 1992 — 1998
Bachelor of Science (B.S.), Finance, General
Long Island University, C.W. Post Campus 1992 — 1998
Bachelor of Science, Business Administration, Finance
eBay Enterprise December 2010 - Present
JPMorgan Chase February 2007 - January 2009
UBS March 2005 - February 2007
Anonymous October 2001 - April 2005
CBIZ Retirement Services, Inc January 1999 - October 2001
Skills
Technical Support, Hands-on Training, Business Relationship..., Customer Service, Data Analysis, Customer Analysis, Customer Retention, Customer Acquisition, Client Liaison, Account Management, Financial Analysis, Customer Segmentation..., Segmentation, Sequel, Oracle SQL, Strategic Partnerships, Business Analysis, CRM, Database Marketing, Strategy
Education
LIU Post 1992 — 1998
Bachelor of Science (B.S.), Finance, General
Long Island University, C.W. Post Campus 1992 — 1998
Bachelor of Science, Business Administration, Finance
Joseph Romuno Joseph Romuno's UBS Experience November 2009 - May 2012
Job GenMed , Cryo Tech, General Welding , Medical/Industrial Gas Sales
Industry Hospital & Health Care
Experience
Gen-Med, Cryo-Tech, General Welding, July 2012 - Present
UBS November 2009 - May 2012
Morgan Stanley Smith Barney April 1983 - July 2009
Skills
Series 7, Series 63, Uniform Combined State..., Asset Managment, Series 24, Wealth Management, Investments, Securities, Series 9 and 10, NYS Life, Hedge Funds, Equities, Mutual Funds, Asset Management, Fixed Income, Capital Markets
Education
Long Island University, C.W. Post Campus 1982 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
Nassau Community College 1975 — 1978
Associate of Science (A.S.), Criminal Justice/Police Science
Gen-Med, Cryo-Tech, General Welding, July 2012 - Present
UBS November 2009 - May 2012
Morgan Stanley Smith Barney April 1983 - July 2009
Skills
Series 7, Series 63, Uniform Combined State..., Asset Managment, Series 24, Wealth Management, Investments, Securities, Series 9 and 10, NYS Life, Hedge Funds, Equities, Mutual Funds, Asset Management, Fixed Income, Capital Markets
Education
Long Island University, C.W. Post Campus 1982 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
Nassau Community College 1975 — 1978
Associate of Science (A.S.), Criminal Justice/Police Science
Thomas Halikias's UBS Experience August 1991 - May 1998
Job Principal at Light Horse Market Solutions
Industry Financial Services
Experience
Light Horse Market Solutions March 2013 - Present
Saratoga Capital May 2005 - March 2013
Light Horse Partners 2005 - 2012
UBS August 1991 - May 1998
Skills
Equities, Hedge Funds, Derivatives, Investments, Financial Risk, Trading, Fixed Income, Bloomberg, Securities, Options, Alternative Investments
Education
New York University 1990 — 1991
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics
Light Horse Market Solutions March 2013 - Present
Saratoga Capital May 2005 - March 2013
Light Horse Partners 2005 - 2012
UBS August 1991 - May 1998
Skills
Equities, Hedge Funds, Derivatives, Investments, Financial Risk, Trading, Fixed Income, Bloomberg, Securities, Options, Alternative Investments
Education
New York University 1990 — 1991
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics
Pablo Eizayaga Pablo Eizayaga's UBS Experience June 1996 - August 1998
Job Individual Investor
Industry Financial Services
Experience
Self Employed March 2012 - Present
J.P. Morgan April 2005 - February 2012
BCRA September 2003 - September 2004
Royal Bank of Scotland August 1998 - June 2003
UBS June 1996 - August 1998
J.P. Morgan June 1989 - April 1996
Skills
Derivatives, Trading, Equities, Financial Markets, FX Options, Emerging Markets, Proprietary Trading, Banking, Credit, Fixed Income, Investment Banking, Capital Markets, Hedge Funds, Alternative Investments, Corporate Finance, Investments, Portfolio Management, Rates, Financial Modeling
Education
Universidad de Buenos Aires 1980 — 1985
Licentiate degree, Economics
Universidad de Buenos Aires 1989 — 1996
Licentiate degree, Economics
IAE Argentina 1989 — 1990
Master of Business Administration (MBA), Business Administration and Management, General
London Business School 2002 — 2003
Investment Management Evening course
Self Employed March 2012 - Present
J.P. Morgan April 2005 - February 2012
BCRA September 2003 - September 2004
Royal Bank of Scotland August 1998 - June 2003
UBS June 1996 - August 1998
J.P. Morgan June 1989 - April 1996
Skills
Derivatives, Trading, Equities, Financial Markets, FX Options, Emerging Markets, Proprietary Trading, Banking, Credit, Fixed Income, Investment Banking, Capital Markets, Hedge Funds, Alternative Investments, Corporate Finance, Investments, Portfolio Management, Rates, Financial Modeling
Education
Universidad de Buenos Aires 1980 — 1985
Licentiate degree, Economics
Universidad de Buenos Aires 1989 — 1996
Licentiate degree, Economics
IAE Argentina 1989 — 1990
Master of Business Administration (MBA), Business Administration and Management, General
London Business School 2002 — 2003
Investment Management Evening course
Bari Goldman Bari Goldman's UBS Experience June 2004 - July 2011
Job Director, Institutional Sales at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald June 2014 - Present
Telsey Advisory Group March 2013 - June 2014
AllianceBernstein August 2011 - March 2013
UBS June 2004 - July 2011
Skills
Series 7, Equities, Bloomberg, Fixed Income, Asset Managment, Alternative Investments, Portfolio Management, Capital Markets, Trading, Investments, Securities, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, General Business
Lehigh University - College of Business and Economics 2000 — 2004
B.S., Finance
Cantor Fitzgerald June 2014 - Present
Telsey Advisory Group March 2013 - June 2014
AllianceBernstein August 2011 - March 2013
UBS June 2004 - July 2011
Skills
Series 7, Equities, Bloomberg, Fixed Income, Asset Managment, Alternative Investments, Portfolio Management, Capital Markets, Trading, Investments, Securities, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, General Business
Lehigh University - College of Business and Economics 2000 — 2004
B.S., Finance
Cameron Luttrell's UBS Experience February 2012 - May 2012
Job Sales Representative at Anthropologie
Industry Financial Services
Experience
Pearl Wine Co. November 2014 - Present
Anthropologie September 2014 - Present
Education Specialty Publishing, LLC August 2012 - February 2014
UBS February 2012 - May 2012
SophistOccasions March 2011 - December 2011
Skills
Microsoft Word, Microsoft Excel, Dreamweaver, PowerPoint, Constant Contact, Photoshop, Outlook Express, Event Planning, SugarCRM, Goldmine, Social Media, Event Management, Media Relations, Sales, Editing, Facebook, Social Media Marketing, Advertising, Nonprofits, Press Releases, Marketing Communications, Email Marketing, Marketing
Education
Wine & Spirit Education Trust (WSET) London, England 2014 — 2014
Level 2 award in Wine & Spirits, Wine & Spirits
Louisiana State University 2008 — 2012
Bachelor's degree, Marketing
Pearl Wine Co. November 2014 - Present
Anthropologie September 2014 - Present
Education Specialty Publishing, LLC August 2012 - February 2014
UBS February 2012 - May 2012
SophistOccasions March 2011 - December 2011
Skills
Microsoft Word, Microsoft Excel, Dreamweaver, PowerPoint, Constant Contact, Photoshop, Outlook Express, Event Planning, SugarCRM, Goldmine, Social Media, Event Management, Media Relations, Sales, Editing, Facebook, Social Media Marketing, Advertising, Nonprofits, Press Releases, Marketing Communications, Email Marketing, Marketing
Education
Wine & Spirit Education Trust (WSET) London, England 2014 — 2014
Level 2 award in Wine & Spirits, Wine & Spirits
Louisiana State University 2008 — 2012
Bachelor's degree, Marketing
Gaye Pike Gaye Pike's UBS Experience August 2000 - November 2001
Job CERTIFIED FINANCIAL PLANNER
Industry Financial Services
Experience
Caledonian Financial January 2008 - Present
Caldwell Group December 2004 - January 2008
Hilliard Lyons November 2001 - December 2004
UBS August 2000 - November 2001
JC Bradford & Co. January 1995 - August 2000
Quality Industries 1991 - 1995
Skills
Retirement Planning, Series 7, Series 63, Investments, Accounting, Sales, Microsoft Office, Strategic Financial..., Retirement, Finance, Insurance, Series 65, Mortgage Lending, Asset Management, Negotiation, Financial Analysis, Portfolio Management, Team Building, Life Insurance, Microsoft Excel, Mutual Funds, Estate Planning, Securities, Customer Service, Uniform Combined State..., Banking
Education
Lipscomb University 1986 — 1990
BS, Accounting
Caledonian Financial January 2008 - Present
Caldwell Group December 2004 - January 2008
Hilliard Lyons November 2001 - December 2004
UBS August 2000 - November 2001
JC Bradford & Co. January 1995 - August 2000
Quality Industries 1991 - 1995
Skills
Retirement Planning, Series 7, Series 63, Investments, Accounting, Sales, Microsoft Office, Strategic Financial..., Retirement, Finance, Insurance, Series 65, Mortgage Lending, Asset Management, Negotiation, Financial Analysis, Portfolio Management, Team Building, Life Insurance, Microsoft Excel, Mutual Funds, Estate Planning, Securities, Customer Service, Uniform Combined State..., Banking
Education
Lipscomb University 1986 — 1990
BS, Accounting
Mark Houston Mark Houston's UBS Experience June 1999 - October 2002
Job Vice President, Financial Planning & Analysis at Stanadyne LLC
Industry Automotive
Experience
Stanadyne LLC November 2014 - Present
Lessings Inc. February 2012 - November 2014
Conway, Del Genio, Gries & Co., LLC July 2009 - January 2012
Evercore Partners April 2007 - July 2009
Deutsche Bank August 2003 - March 2007
UBS June 1999 - October 2002
Skills
Financial Modeling, Equities, Mergers, Debt, Corporate Finance, Restructuring, LBO, Credit, Projections, Budgeting, Target Identification, Valuation, Forecasting, Due Diligence, Strategic Planning, Private Equity, Financial Analysis, Planning, Cash Flow, Capital Markets, Business Planning, Fixed Income, Capital, Negotiation, Venture Capital, Divestitures, IPO, Bonds, Contract Negotiation, Business Valuation, Bloomberg, Capital Budgeting, Industry Analysis, Corporate Development, Capital Structure, Investment Banking, Debt Restructuring, Cash Flow Forecasting, Mergers & Acquisitions, Budgets, Financial Structuring, Executive Management, Acquisitions, M&A experience, Leveraged Finance, Private Placements, P&L Management, Top Line Growth, EBITDA Growth, Strategic Growth...
Education
London Business School 2002 — 2003
Masters in Finance, Finance, Derivatives, Economics, Accounting
McGill University 1995 — 1999
BComm, Business Adminstration, Finance, Accounting, Mathematics
Nepean High School 1991 — 1995
Ontario Secondary School Diploma
Stanadyne LLC November 2014 - Present
Lessings Inc. February 2012 - November 2014
Conway, Del Genio, Gries & Co., LLC July 2009 - January 2012
Evercore Partners April 2007 - July 2009
Deutsche Bank August 2003 - March 2007
UBS June 1999 - October 2002
Skills
Financial Modeling, Equities, Mergers, Debt, Corporate Finance, Restructuring, LBO, Credit, Projections, Budgeting, Target Identification, Valuation, Forecasting, Due Diligence, Strategic Planning, Private Equity, Financial Analysis, Planning, Cash Flow, Capital Markets, Business Planning, Fixed Income, Capital, Negotiation, Venture Capital, Divestitures, IPO, Bonds, Contract Negotiation, Business Valuation, Bloomberg, Capital Budgeting, Industry Analysis, Corporate Development, Capital Structure, Investment Banking, Debt Restructuring, Cash Flow Forecasting, Mergers & Acquisitions, Budgets, Financial Structuring, Executive Management, Acquisitions, M&A experience, Leveraged Finance, Private Placements, P&L Management, Top Line Growth, EBITDA Growth, Strategic Growth...
Education
London Business School 2002 — 2003
Masters in Finance, Finance, Derivatives, Economics, Accounting
McGill University 1995 — 1999
BComm, Business Adminstration, Finance, Accounting, Mathematics
Nepean High School 1991 — 1995
Ontario Secondary School Diploma
Linda Malin's UBS Experience December 2004 - Present
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS December 2004 - Present
Legg Mason January 1990 - December 2004
Education
Louisiana State University 1972 — 1976
Bachelor of Applied Science (BASc), Education
UBS December 2004 - Present
Legg Mason January 1990 - December 2004
Education
Louisiana State University 1972 — 1976
Bachelor of Applied Science (BASc), Education
Dan Kubitza Dan Kubitza's UBS Experience January 2006 - July 2007
Job Director at Stanmore Partners
Industry Investment Management
Experience
Stanmore Partners 2014 - Present
Park Line Development January 2008 - Present
Park Line Homes July 2007 - Present
Credit Suisse 2011 - 2013
UBS January 2006 - July 2007
Goldman Sachs January 2004 - January 2006
Goldman Sachs June 1998 - March 2003
Skills
Real Estate Development, Real Estate Transactions, Real Estate Financing, Due Diligence, Multifamily, Pre-development, Residential Land..., Commercial Real Estate, Private Equity, Asset Management, Capital Markets, Financial Risk, Site Development, Deal Structures, Hedge Funds, Architectural Design, Architectural Interiors, Land Use Planning, Investments, Asset Managment, Investment Management, Portfolio Management, Alternative Investments, Private Placements, Securities, Mergers & Acquisitions, Financial Structuring, Finance, Equities, Options, Derivatives, Valuation, Trading, Corporate Finance, Investment Banking, Fixed Income, Emerging Markets, Investment Advisory, Structured Products, Mergers, Venture Capital, Financial Markets, Wealth Management, Hedging, Investment Strategies, Risk Management, Equity Research, Bloomberg, Fund Of Funds, Financial Modeling
Education
London Business School 2002 — 2004
Masters, Finance
University of Oklahoma 1994 — 1998
BBA, Finance
University of Oklahoma - Price College of Business 1994 — 1998
BBA, Finance
Lamar High School 1990 — 1994
Stanmore Partners 2014 - Present
Park Line Development January 2008 - Present
Park Line Homes July 2007 - Present
Credit Suisse 2011 - 2013
UBS January 2006 - July 2007
Goldman Sachs January 2004 - January 2006
Goldman Sachs June 1998 - March 2003
Skills
Real Estate Development, Real Estate Transactions, Real Estate Financing, Due Diligence, Multifamily, Pre-development, Residential Land..., Commercial Real Estate, Private Equity, Asset Management, Capital Markets, Financial Risk, Site Development, Deal Structures, Hedge Funds, Architectural Design, Architectural Interiors, Land Use Planning, Investments, Asset Managment, Investment Management, Portfolio Management, Alternative Investments, Private Placements, Securities, Mergers & Acquisitions, Financial Structuring, Finance, Equities, Options, Derivatives, Valuation, Trading, Corporate Finance, Investment Banking, Fixed Income, Emerging Markets, Investment Advisory, Structured Products, Mergers, Venture Capital, Financial Markets, Wealth Management, Hedging, Investment Strategies, Risk Management, Equity Research, Bloomberg, Fund Of Funds, Financial Modeling
Education
London Business School 2002 — 2004
Masters, Finance
University of Oklahoma 1994 — 1998
BBA, Finance
University of Oklahoma - Price College of Business 1994 — 1998
BBA, Finance
Lamar High School 1990 — 1994
Kimberly Northrup Kimberly Northrup's UBS Experience September 2007 - January 2008
Job Cloud Developer at Zurich North America
Industry Insurance
Experience
Zurich North America November 2013 - Present
Zurich North America April 2011 - November 2013
Zurich North America November 2008 - April 2011
Zurich North America January 2008 - November 2008
UBS September 2007 - January 2008
UBS June 2007 - August 2007
Intuit September 2006 - March 2007
Skills
Strategic Planning, Email Marketing, Underwriting, Marketing, Insurance, Direct Marketing, Risk Management, Account Management, Sales, Digital Marketing, Marketing Management, Salesforce.com, Training, Reinsurance, Financial Analysis
Education
Lewis University 2003 — 2007
Bachelor of Science, Majors: Finance and Marketing, Minor: International Business
Lemont High School 1999 — 2003
Zurich North America November 2013 - Present
Zurich North America April 2011 - November 2013
Zurich North America November 2008 - April 2011
Zurich North America January 2008 - November 2008
UBS September 2007 - January 2008
UBS June 2007 - August 2007
Intuit September 2006 - March 2007
Skills
Strategic Planning, Email Marketing, Underwriting, Marketing, Insurance, Direct Marketing, Risk Management, Account Management, Sales, Digital Marketing, Marketing Management, Salesforce.com, Training, Reinsurance, Financial Analysis
Education
Lewis University 2003 — 2007
Bachelor of Science, Majors: Finance and Marketing, Minor: International Business
Lemont High School 1999 — 2003
William Gerrety William Gerrety's UBS Experience March 2002 - March 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
UBS March 2002 - March 2009
Paine Webber March 1999 - March 2002
PaineWebber March 1994 - March 1999
Skills
Vendor Management, Requirements Analysis, Software Project..., Program Management, Change Management, Visio, IT Management, IT Strategy, Asset Managment, SDLC, Business Analysis, Requirements Gathering, JCL, Databases, Project Management, Disaster Recovery, Financial Services, ITIL, Fixed Income, Mainframe, Process Improvement, Equities, SQL, Unix, Portfolio Management, Risk Management, Securities, Information Technology, Data Warehousing, Analysis, Software Development, Java, DB2, Management, PeopleSoft, SharePoint, COBOL, Software Documentation, PMO
Education
Chubb Institute of Technology 1987 — 1988
Technical Diploma, Computer Science
Long Island University, Southampton Campus 1969 — 1971
Marine Biology
UBS March 2002 - March 2009
Paine Webber March 1999 - March 2002
PaineWebber March 1994 - March 1999
Skills
Vendor Management, Requirements Analysis, Software Project..., Program Management, Change Management, Visio, IT Management, IT Strategy, Asset Managment, SDLC, Business Analysis, Requirements Gathering, JCL, Databases, Project Management, Disaster Recovery, Financial Services, ITIL, Fixed Income, Mainframe, Process Improvement, Equities, SQL, Unix, Portfolio Management, Risk Management, Securities, Information Technology, Data Warehousing, Analysis, Software Development, Java, DB2, Management, PeopleSoft, SharePoint, COBOL, Software Documentation, PMO
Education
Chubb Institute of Technology 1987 — 1988
Technical Diploma, Computer Science
Long Island University, Southampton Campus 1969 — 1971
Marine Biology
Pradeep Vaswani Pradeep Vaswani's UBS Experience 2011 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS 2011 - Present
BT 2010 - 2010
Infosys Technologies Ltd April 2007 - July 2009
UBS Investement Bank March 2006 - June 2009
Proximus, Brussels October 2000 - February 2006
Skills
Equities, Investment Banking, Risk, Derivatives, Problem Solving, Cash Equities, OTC, Exotic Derivatives, Basel II, Strategy, Financial Risk, Business Development, Market Risk, Project Management, Due Diligence, Finance, Management, Risk Management, Business Analysis, Business Strategy, Financial Modeling, Valuation, Fixed Income
Education
London Business School 2010 — 2010
Internation Exchange Program (MBA), Finance and Economics
HKUST 2009 — 2010
MBA, Finance, Strategy, Management
Marine Engineering and Research Institute 1996 — 2000
B.E., Marine Engineering
Maharana Mewar Public School, Udaipur 1993 — 1995
Senior Secondary, Physics, Chemistry, Mathematics, English, Biology
Birla Higher Secondary School Pilani 1991 — 1993
Secondary, Physics, Mathematics, Science, English, Sanskrit
UBS 2011 - Present
BT 2010 - 2010
Infosys Technologies Ltd April 2007 - July 2009
UBS Investement Bank March 2006 - June 2009
Proximus, Brussels October 2000 - February 2006
Skills
Equities, Investment Banking, Risk, Derivatives, Problem Solving, Cash Equities, OTC, Exotic Derivatives, Basel II, Strategy, Financial Risk, Business Development, Market Risk, Project Management, Due Diligence, Finance, Management, Risk Management, Business Analysis, Business Strategy, Financial Modeling, Valuation, Fixed Income
Education
London Business School 2010 — 2010
Internation Exchange Program (MBA), Finance and Economics
HKUST 2009 — 2010
MBA, Finance, Strategy, Management
Marine Engineering and Research Institute 1996 — 2000
B.E., Marine Engineering
Maharana Mewar Public School, Udaipur 1993 — 1995
Senior Secondary, Physics, Chemistry, Mathematics, English, Biology
Birla Higher Secondary School Pilani 1991 — 1993
Secondary, Physics, Mathematics, Science, English, Sanskrit
Maria Melba Lozano Maria Melba Lozano's UBS Experience January 2002 - November 2003
Job Commodity Operations VP at Citi
Industry
Experience
Citi March 2006 - Present
Merrill Lynch June 2005 - March 2006
Enron January 2003 - May 2005
UBS January 2002 - November 2003
Enron February 1996 - December 2001
Education
LeTourneau University 1997 — 2002
BBA, Business Administration
Citi March 2006 - Present
Merrill Lynch June 2005 - March 2006
Enron January 2003 - May 2005
UBS January 2002 - November 2003
Enron February 1996 - December 2001
Education
LeTourneau University 1997 — 2002
BBA, Business Administration
Shelley Owens Shelley Owens's UBS Experience August 2001 - May 2003
Job Entrepreneur, Wordpress Website Expert and Social Media Specialist
Industry Marketing and Advertising
Experience
Shelley Owens Virtual Marketing Assistant January 2011 - Present
MegaBucks Marketing, Inc May 2011 - May 2013
Wells Fargo Home Mortgage September 2007 - February 2009
Bank of America September 2006 - August 2007
Self June 2003 - January 2005
UBS August 2001 - May 2003
UBS June 1999 - July 2001
Yorkshire Foods, a Division of Del Monte May 1998 - June 1999
Skills
Social Media Marketing, Brand Development, Facebook, Twitter, Wordpress, Pinterest, Content Writing, Graphic Design, Logo Design, SEO, Social Networking, Blogging, Newsletters, Web Design, Marketing, Social Media, Online Marketing, Email Marketing, YouTube, Online Advertising, Digital Marketing, Copywriting, Sales, PPC, Entrepreneurship, Google Adwords, SEM, Web Marketing, Brand Awareness, Small Business, Advertising, Google Analytics, Marketing Strategy, Lead Generation, E-commerce, WordPress, Website Development, Digital Media, Press Releases
Education
Los Medanos College
Shelley Owens Virtual Marketing Assistant January 2011 - Present
MegaBucks Marketing, Inc May 2011 - May 2013
Wells Fargo Home Mortgage September 2007 - February 2009
Bank of America September 2006 - August 2007
Self June 2003 - January 2005
UBS August 2001 - May 2003
UBS June 1999 - July 2001
Yorkshire Foods, a Division of Del Monte May 1998 - June 1999
Skills
Social Media Marketing, Brand Development, Facebook, Twitter, Wordpress, Pinterest, Content Writing, Graphic Design, Logo Design, SEO, Social Networking, Blogging, Newsletters, Web Design, Marketing, Social Media, Online Marketing, Email Marketing, YouTube, Online Advertising, Digital Marketing, Copywriting, Sales, PPC, Entrepreneurship, Google Adwords, SEM, Web Marketing, Brand Awareness, Small Business, Advertising, Google Analytics, Marketing Strategy, Lead Generation, E-commerce, WordPress, Website Development, Digital Media, Press Releases
Education
Los Medanos College
V. John Threlkeld, CWS® V. John Threlkeld, CWS®'s UBS Experience August 2002 - October 2003
Job Certified Wealth Strategist®, President & Founding Partner Advantage Wealth Advisors Alamo, CA
Industry Financial Services
Experience
Advantage Wealth Advisors October 2003 - Present
First Allied Securities, Inc. September 2007 - March 2015
Financial Network Investment Corporation, Member SIPC June 2004 - September 2007
Wachovia Securities Financial Network October 2003 - June 2004
UBS August 2002 - October 2003
Morgan Stanley January 1998 - August 2002
PaineWebber August 1996 - January 1998
Skills
Wealth Management, Retirement Planning, Financial Planning, Asset Management, Portfolio Management, Investments, Insurance, Securities, Investment Strategies, Annuities, Alternative Investments, Fixed Income, Series 7, Wealth, Finance, Series 63, Mutual Funds, Asset Allocation, Financial Services, Investment Advisory, Uniform Combined State...
Education
Pepperdine University 1994 — 1996
Business Administration / Finance
Loyola Marymount University 1994 — 1995
Air Science / AFROTC
University of California, Berkeley 1993 — 1994
Pre-Business
Advantage Wealth Advisors October 2003 - Present
First Allied Securities, Inc. September 2007 - March 2015
Financial Network Investment Corporation, Member SIPC June 2004 - September 2007
Wachovia Securities Financial Network October 2003 - June 2004
UBS August 2002 - October 2003
Morgan Stanley January 1998 - August 2002
PaineWebber August 1996 - January 1998
Skills
Wealth Management, Retirement Planning, Financial Planning, Asset Management, Portfolio Management, Investments, Insurance, Securities, Investment Strategies, Annuities, Alternative Investments, Fixed Income, Series 7, Wealth, Finance, Series 63, Mutual Funds, Asset Allocation, Financial Services, Investment Advisory, Uniform Combined State...
Education
Pepperdine University 1994 — 1996
Business Administration / Finance
Loyola Marymount University 1994 — 1995
Air Science / AFROTC
University of California, Berkeley 1993 — 1994
Pre-Business
Sam Larsen Sam Larsen's UBS Experience September 2007 - December 2007
Job Procurement Manager and Attorney
Industry Information Technology and Services
Experience
Independent April 2013 - August 2013
Fidessa November 2011 - April 2013
Independent September 2010 - October 2011
CME Group November 2009 - August 2010
Northern Trust January 2008 - October 2009
UBS September 2007 - December 2007
ABN AMRO Bank N.V. July 2006 - August 2007
Citi Group November 2005 - June 2006
Independent April 2003 - November 2005
Marriott Harrison March 2001 - March 2003
Skills
Mergers, Outsourcing, Governance, Negotiation, Procurement, Risk Management, Contract Negotiation, Due Diligence, Banking, Vendor Management, SDLC, Program Management, Mergers & Acquisitions, Cross-functional Team..., Process Improvement, Management
Education
University of Greenwich 1998 — 2000
M.S., Computer Science
London South Bank University 1991 — 1994
LL.B. (Hons), Law, 2.1
Independent April 2013 - August 2013
Fidessa November 2011 - April 2013
Independent September 2010 - October 2011
CME Group November 2009 - August 2010
Northern Trust January 2008 - October 2009
UBS September 2007 - December 2007
ABN AMRO Bank N.V. July 2006 - August 2007
Citi Group November 2005 - June 2006
Independent April 2003 - November 2005
Marriott Harrison March 2001 - March 2003
Skills
Mergers, Outsourcing, Governance, Negotiation, Procurement, Risk Management, Contract Negotiation, Due Diligence, Banking, Vendor Management, SDLC, Program Management, Mergers & Acquisitions, Cross-functional Team..., Process Improvement, Management
Education
University of Greenwich 1998 — 2000
M.S., Computer Science
London South Bank University 1991 — 1994
LL.B. (Hons), Law, 2.1
Carrie Thompson Carrie Thompson's UBS Experience August 1999 - February 2003
Job Assistant Vice President of Development & Alumni Relations
Industry Nonprofit Organization Management
Experience
Lipscomb University February 2010 - Present
Arthritis Foundation January 2007 - February 2010
The Leukemia & Lymphoma Society October 2005 - December 2006
UBS August 1999 - February 2003
Skills
Non-profits, Fundraising, Volunteer Management, Special Events, Event Management, Grant Writing, Budgeting, Event Planning, Community Outreach, Microsoft Office, Staff Development, Program Development, Awareness, Budgets, Public Speaking, Grants, Nonprofits, Management
Education
Lipscomb University 1995 — 1999
Business Admin, Accounting
Lipscomb University February 2010 - Present
Arthritis Foundation January 2007 - February 2010
The Leukemia & Lymphoma Society October 2005 - December 2006
UBS August 1999 - February 2003
Skills
Non-profits, Fundraising, Volunteer Management, Special Events, Event Management, Grant Writing, Budgeting, Event Planning, Community Outreach, Microsoft Office, Staff Development, Program Development, Awareness, Budgets, Public Speaking, Grants, Nonprofits, Management
Education
Lipscomb University 1995 — 1999
Business Admin, Accounting
June Hans June Hans's UBS Experience April 2005 - March 2010
Job Health Coach with Take Shape for Life
Industry Health, Wellness and Fitness
Experience
Take Shape for Life January 2010 - Present
UBS April 2005 - March 2010
UBS Financial Services April 2005 - March 2010
Seat of the Soul December 2001 - October 2003
Genesis: The Foundation for the Universal Human 2001 - 2003
PaineWebber April 1994 - March 2001
UBS PaineWebber 1994 - 2001
Correspondent Services Corp [csc] April 1994 - September 1997
The Seidler Companies June 1978 - April 1994
Skills
Program Management, Healthcare, Marketing, Coaching, Healing, Public Speaking, Change Management, Staff Development, Process Improvement, Series 7, Risk Management, Project Management, Securities
Education
Loyola Marymount University, College of Business Administration 1981 — 1984
B.S., Business Administration - Concentration in International Finance
State University of New York at Albany 1980 — 1981
Geology
Coaches Training Institute
Schiller International University - Heidleberg, West Germany
Semester Abroad Program - 1984
Securities Industry Institute - University of Pennsylvania, The Wharton School
Certificate, Securities Administration Track, Continuing Education Program, Three Year Program
Take Shape for Life January 2010 - Present
UBS April 2005 - March 2010
UBS Financial Services April 2005 - March 2010
Seat of the Soul December 2001 - October 2003
Genesis: The Foundation for the Universal Human 2001 - 2003
PaineWebber April 1994 - March 2001
UBS PaineWebber 1994 - 2001
Correspondent Services Corp [csc] April 1994 - September 1997
The Seidler Companies June 1978 - April 1994
Skills
Program Management, Healthcare, Marketing, Coaching, Healing, Public Speaking, Change Management, Staff Development, Process Improvement, Series 7, Risk Management, Project Management, Securities
Education
Loyola Marymount University, College of Business Administration 1981 — 1984
B.S., Business Administration - Concentration in International Finance
State University of New York at Albany 1980 — 1981
Geology
Coaches Training Institute
Schiller International University - Heidleberg, West Germany
Semester Abroad Program - 1984
Securities Industry Institute - University of Pennsylvania, The Wharton School
Certificate, Securities Administration Track, Continuing Education Program, Three Year Program
William Payne William Payne's UBS Experience September 1983 - Present
Job UBS Financial Services Inc.
Industry Financial Services
Experience
UBS September 1983 - Present
Merrill Lynch March 1979 - August 1983
Education
Rensselaer Polytechnic Institute at Hartford 1980 — 1985
MS, Management
Lehigh University 1968 — 1972
BS, Finance, Marketing
UBS September 1983 - Present
Merrill Lynch March 1979 - August 1983
Education
Rensselaer Polytechnic Institute at Hartford 1980 — 1985
MS, Management
Lehigh University 1968 — 1972
BS, Finance, Marketing
Dawn Hartnett's UBS Experience May 2007 - May 2009
Job Project Manager at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard September 2011 - Present
Commonwealth of Massachusetts February 2011 - September 2011
Commonwealth of Massachusetts December 2009 - May 2011
UBS May 2007 - May 2009
Electronic Data Systems September 2004 - May 2007
Qwest Communications November 2002 - August 2003
Equant September 2000 - September 2002
MCI January 1998 - January 2000
Skills
PMP, Outsourcing, Software Documentation, Management, Change Management, Enterprise Software, Pre-sales, Software Development, Databases, Governance, Stakeholder Management, Budgets, Procurement, Infrastructure, Networking, Training
Education
Lesley University 1998 — 1998
Master of Science
University of New Hampshire 1985 — 1989
liberal arts
Manchester Central High School
Hewlett-Packard September 2011 - Present
Commonwealth of Massachusetts February 2011 - September 2011
Commonwealth of Massachusetts December 2009 - May 2011
UBS May 2007 - May 2009
Electronic Data Systems September 2004 - May 2007
Qwest Communications November 2002 - August 2003
Equant September 2000 - September 2002
MCI January 1998 - January 2000
Skills
PMP, Outsourcing, Software Documentation, Management, Change Management, Enterprise Software, Pre-sales, Software Development, Databases, Governance, Stakeholder Management, Budgets, Procurement, Infrastructure, Networking, Training
Education
Lesley University 1998 — 1998
Master of Science
University of New Hampshire 1985 — 1989
liberal arts
Manchester Central High School
Andrea Leggett Andrea Leggett's UBS Experience March 2007 - April 2009
Job Dance Educator
Industry Performing Arts
Experience
City of Westminster August 2015 - Present
Denver Public Schools August 2013 - Present
Colorado Education Association June 2015 - August 2015
Rhapsody Performing Arts Center August 2014 - June 2015
Teach Plus NEA Future of the Profession August 2013 - June 2014
Chappelow K-8 Arts Literacy Magnet School August 2011 - May 2013
Inertia, The School of Dance January 2009 - May 2011
NV Dance Force June 2009 - May 2010
Active Minds Charter School 2009 - 2010
UBS March 2007 - April 2009
Skills
Theatre, Performing Arts, Dance, Teaching, Choreography, Ballet, Musical Theatre, Curriculum Design, Dance Education, Arts Administration, Art, Contemporary Dance, Entertainment, Public Speaking, Event Management, Performing, Event Planning, Education, Curriculum Development, Community Outreach, Improvisation, Social Media, Jazz, Stage, Editing, Tap Dance, Drama, Program Development, Modern Dance, Community Organizing, Educational Leadership, Nonprofits, Music, Leadership, Management
Education
Lindenwood University 2009 — 2011
M.A., Teaching
Lindenwood University 2002 — 2005
B.A, Arts Management
City of Westminster August 2015 - Present
Denver Public Schools August 2013 - Present
Colorado Education Association June 2015 - August 2015
Rhapsody Performing Arts Center August 2014 - June 2015
Teach Plus NEA Future of the Profession August 2013 - June 2014
Chappelow K-8 Arts Literacy Magnet School August 2011 - May 2013
Inertia, The School of Dance January 2009 - May 2011
NV Dance Force June 2009 - May 2010
Active Minds Charter School 2009 - 2010
UBS March 2007 - April 2009
Skills
Theatre, Performing Arts, Dance, Teaching, Choreography, Ballet, Musical Theatre, Curriculum Design, Dance Education, Arts Administration, Art, Contemporary Dance, Entertainment, Public Speaking, Event Management, Performing, Event Planning, Education, Curriculum Development, Community Outreach, Improvisation, Social Media, Jazz, Stage, Editing, Tap Dance, Drama, Program Development, Modern Dance, Community Organizing, Educational Leadership, Nonprofits, Music, Leadership, Management
Education
Lindenwood University 2009 — 2011
M.A., Teaching
Lindenwood University 2002 — 2005
B.A, Arts Management
Diane E. Hare Diane E. Hare's UBS Experience December 2009 - June 2010
Job Strategic Growth Markets Project Manager at EY
Industry Financial Services
Experience
EY July 2013 - Present
Ernst & Young LLP June 2011 - February 2012
ESPN November 2010 - May 2011
UBS December 2009 - June 2010
Skills
Valuation, Microsoft Excel, Financial Analysis, Financial Modeling, Real Estate, PowerPoint, Microsoft Word, Financial Reporting, Microsoft Office, Budgets, Asset Managment, Accounting, Finance, Outlook, Portfolio Management, Due Diligence, Bloomberg, Social Media, Marketing, Research, Analysis
Education
Long Island University 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Iona College 2007 — 2011
Bachelors of Business Administration, Finance
EY July 2013 - Present
Ernst & Young LLP June 2011 - February 2012
ESPN November 2010 - May 2011
UBS December 2009 - June 2010
Skills
Valuation, Microsoft Excel, Financial Analysis, Financial Modeling, Real Estate, PowerPoint, Microsoft Word, Financial Reporting, Microsoft Office, Budgets, Asset Managment, Accounting, Finance, Outlook, Portfolio Management, Due Diligence, Bloomberg, Social Media, Marketing, Research, Analysis
Education
Long Island University 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Iona College 2007 — 2011
Bachelors of Business Administration, Finance
Gregory Minard Gregory Minard's UBS Experience 1995 - 2013
Job Director at Industrial and Commercial Bank of China (ICBC) Financial Services LLC
Industry Financial Services
Experience
Independent Consultant January 2014 - October 2014
UBS 1995 - 2013
Kidder Peabody 1991 - 1995
G.X. Clarke & Co 1990 - 1991
Swiss Bank Corporation 1989 - 1989
Skills
Mutual Funds, Asset Management, Structured Products, Investments, Bloomberg, Series 7, Fixed Income, Emerging Markets, Securities Lending, Portfolio Management, Series 63, Financial Analysis, Bonds, Banking, Investment Banking, Securities, Wealth Management, Trading, Capital Markets, Financial Markets, High Yield, FX Options, Equities, Alternative Investments, Hedge Funds, Financial Modeling, Derivatives, Credit Derivatives, Corporate Finance, Options, Electronic Trading, Valuation, Trading Systems, Prime Brokerage, Equity Derivatives, Structured Finance, Swaps, Financial Structuring, Series 24, Financial Services, Risk Management, Finance, Financial Risk
Education
Long Island University, C.W. Post Campus 1985 — 1990
MBA, Finance
Long Island University, C.W. Post Campus 1985 — 1990
BA - Economics
Great Neck South High School 1981 — 1985
Independent Consultant January 2014 - October 2014
UBS 1995 - 2013
Kidder Peabody 1991 - 1995
G.X. Clarke & Co 1990 - 1991
Swiss Bank Corporation 1989 - 1989
Skills
Mutual Funds, Asset Management, Structured Products, Investments, Bloomberg, Series 7, Fixed Income, Emerging Markets, Securities Lending, Portfolio Management, Series 63, Financial Analysis, Bonds, Banking, Investment Banking, Securities, Wealth Management, Trading, Capital Markets, Financial Markets, High Yield, FX Options, Equities, Alternative Investments, Hedge Funds, Financial Modeling, Derivatives, Credit Derivatives, Corporate Finance, Options, Electronic Trading, Valuation, Trading Systems, Prime Brokerage, Equity Derivatives, Structured Finance, Swaps, Financial Structuring, Series 24, Financial Services, Risk Management, Finance, Financial Risk
Education
Long Island University, C.W. Post Campus 1985 — 1990
MBA, Finance
Long Island University, C.W. Post Campus 1985 — 1990
BA - Economics
Great Neck South High School 1981 — 1985
Larry Neal Larry Neal's UBS Experience May 2014 - Present
Job Associate Director
Industry Financial Services
Experience
UBS May 2014 - Present
BNY Mellon July 2013 - January 2014
JPMorgan Chase August 2012 - March 2013
Citi November 2011 - June 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Mutual Funds, Banking, Customer Service, Business Communications, Investments, Financial Services, Finance, Securities, Fixed Income, Financial Analysis, Asset Management, Risk Management, Business Analysis, Wealth Management, Investment Banking, Credit
Education
Long Island University, Brooklyn Campus
UBS May 2014 - Present
BNY Mellon July 2013 - January 2014
JPMorgan Chase August 2012 - March 2013
Citi November 2011 - June 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Mutual Funds, Banking, Customer Service, Business Communications, Investments, Financial Services, Finance, Securities, Fixed Income, Financial Analysis, Asset Management, Risk Management, Business Analysis, Wealth Management, Investment Banking, Credit
Education
Long Island University, Brooklyn Campus
Caitlin Selle's UBS Experience August 2014 - Present
Job Vendor Management / Client Resolution Specialist at UBS
Industry Public Relations and Communications
Experience
UBS August 2014 - Present
Metropolitan Sports Authority February 2014 - April 2014
McNeely Pigott & Fox Public Relations August 2013 - December 2013
CMA November 2012 - November 2013
WSOC-TV Channel 9 May 2013 - July 2013
Nashville Predators September 2012 - May 2013
Lumination Network August 2011 - May 2013
Dr. Craig Carroll, visiting Scholar at New York University November 2011 - November 2012
Dr. Craig Carroll, visiting Scholar at New York University May 2012 - October 2012
Stafast Products, Inc 2008 - August 2012
Skills
Public Relations, Journalism, Photography, Event Photography, Social Media, Broadcast Television, Broadcast Journalism, Organization &..., Copy Editing, Editing, Project Management, Project Initiation, Project Coordination, Broadcast, Corporate Communications, Feature Articles, Interviews, Facebook, Nonprofits, Social Networking, Entertainment, Research, Event Planning
Education
Lipscomb University 2010 — 2014
Bachelor's Degree, Organizational Communications & Public Relations, GPA: 3.8
UBS August 2014 - Present
Metropolitan Sports Authority February 2014 - April 2014
McNeely Pigott & Fox Public Relations August 2013 - December 2013
CMA November 2012 - November 2013
WSOC-TV Channel 9 May 2013 - July 2013
Nashville Predators September 2012 - May 2013
Lumination Network August 2011 - May 2013
Dr. Craig Carroll, visiting Scholar at New York University November 2011 - November 2012
Dr. Craig Carroll, visiting Scholar at New York University May 2012 - October 2012
Stafast Products, Inc 2008 - August 2012
Skills
Public Relations, Journalism, Photography, Event Photography, Social Media, Broadcast Television, Broadcast Journalism, Organization &..., Copy Editing, Editing, Project Management, Project Initiation, Project Coordination, Broadcast, Corporate Communications, Feature Articles, Interviews, Facebook, Nonprofits, Social Networking, Entertainment, Research, Event Planning
Education
Lipscomb University 2010 — 2014
Bachelor's Degree, Organizational Communications & Public Relations, GPA: 3.8
Thomas Ungerland Thomas Ungerland's UBS Experience 1997 - 1998
Job Associate Director, Practice Head Engineering at Lab49
Industry Computer Software
Experience
Lab49 October 2009 - Present
Morgan Stanley 2003 - 2009
IT Consulting, Inc 2001 - 2003
Trade.com Global Markets 2000 - 2001
ING Barings Furman Selz 1998 - 1998
UBS 1997 - 1998
Swiss Re America 1996 - 1997
Microbank Software 1994 - 1996
Skills
Node.js, JavaScript, HTML5, AngularJS, MongoDB, Java, C#, Data Visualization, Data Analysis, Data Mining, Business Analysis, Agile Methodologies, Equity Trading, Software Development, Trading Systems, Unix, Enterprise Architecture, SDLC, Scrum, Electronic Trading, Product Management
Education
Lehigh University
Bachelor of Arts (BA), Architecture/Engineering
Lab49 October 2009 - Present
Morgan Stanley 2003 - 2009
IT Consulting, Inc 2001 - 2003
Trade.com Global Markets 2000 - 2001
ING Barings Furman Selz 1998 - 1998
UBS 1997 - 1998
Swiss Re America 1996 - 1997
Microbank Software 1994 - 1996
Skills
Node.js, JavaScript, HTML5, AngularJS, MongoDB, Java, C#, Data Visualization, Data Analysis, Data Mining, Business Analysis, Agile Methodologies, Equity Trading, Software Development, Trading Systems, Unix, Enterprise Architecture, SDLC, Scrum, Electronic Trading, Product Management
Education
Lehigh University
Bachelor of Arts (BA), Architecture/Engineering
Ethan Cheramie's UBS Experience January 2002 - April 2006
Job Entrepreneur & Advisor, Networked Attorney
Industry Venture Capital & Private Equity
Experience
Petro TV February 2006 - Present
Birdie Media April 2005 - Present
Ethan J. Cheramie, Esq. 1998 - Present
UBS January 2002 - April 2006
Skills
Digital Media, Advertising, Start-ups, New Business Development, Digital Signage, Strategic Partnerships, Legal Advice, Business Strategy, Business Intelligence, Legal Issues, Business Development, Digital Marketing, Entertainment, Brand Development, Lead Generation, Digital Strategy, Integrated Marketing, Mergers & Acquisitions, E-commerce, Strategy, New Media, Product Management, Networking, Entrepreneurship, Venture Capital, Small Business, B2B, User Experience, Contract Negotiation, Competitive Analysis, Marketing Strategy, SaaS, Market Research, Marketing Communications, Direct Sales, Executive Management, Mobile Marketing, Television, Business Planning
Education
Loyola University New Orleans School of Law 1995 — 1998
JD
Louisiana State University 1991 — 1995
BS, International Trade & Finance
Petro TV February 2006 - Present
Birdie Media April 2005 - Present
Ethan J. Cheramie, Esq. 1998 - Present
UBS January 2002 - April 2006
Skills
Digital Media, Advertising, Start-ups, New Business Development, Digital Signage, Strategic Partnerships, Legal Advice, Business Strategy, Business Intelligence, Legal Issues, Business Development, Digital Marketing, Entertainment, Brand Development, Lead Generation, Digital Strategy, Integrated Marketing, Mergers & Acquisitions, E-commerce, Strategy, New Media, Product Management, Networking, Entrepreneurship, Venture Capital, Small Business, B2B, User Experience, Contract Negotiation, Competitive Analysis, Marketing Strategy, SaaS, Market Research, Marketing Communications, Direct Sales, Executive Management, Mobile Marketing, Television, Business Planning
Education
Loyola University New Orleans School of Law 1995 — 1998
JD
Louisiana State University 1991 — 1995
BS, International Trade & Finance
Kevin Chauncey Kevin Chauncey's UBS Experience August 2004 - November 2009
Job Recruiting Manager
Industry Human Resources
Experience
Bank of America Merrill Lynch March 2014 - August 2015
J.P. Morgan April 2013 - November 2013
New York Life Insurance Company December 2009 - December 2012
UBS August 2004 - November 2009
Aon April 1999 - August 2004
ING June 1992 - April 1999
Skills
Networking, Talent Acquisition, Applicant Tracking..., Recruiting, Executive Search, Sourcing, College Recruiting, Time Management, New Hire Orientations, CRM, Onboarding, Organizational..., Human Resources, Internet Recruiting, Employee Benefits, Temporary Placement, Interviews, Succession Planning, Management, Talent Management
Education
LIU Post
Bachelor of Arts, Business Administration
Bank of America Merrill Lynch March 2014 - August 2015
J.P. Morgan April 2013 - November 2013
New York Life Insurance Company December 2009 - December 2012
UBS August 2004 - November 2009
Aon April 1999 - August 2004
ING June 1992 - April 1999
Skills
Networking, Talent Acquisition, Applicant Tracking..., Recruiting, Executive Search, Sourcing, College Recruiting, Time Management, New Hire Orientations, CRM, Onboarding, Organizational..., Human Resources, Internet Recruiting, Employee Benefits, Temporary Placement, Interviews, Succession Planning, Management, Talent Management
Education
LIU Post
Bachelor of Arts, Business Administration
Aaron Clark's UBS Experience February 2014 - Present
Job Vice President at UBS
Industry Financial Services
Experience
UBS February 2014 - Present
Lazard Capital Markets July 2009 - December 2013
Credit Suisse April 2007 - July 2009
Connelley Sheehan Harris September 2006 - April 2007
Holland & Knight LLP June 2005 - June 2006
Hoz's Beer & Wine Store November 2004 - May 2005
Skills
Series 7, Equities, Investments, Series 63, Equity Research, Finance, Analysis, Hedge Funds, Capital Markets, Bloomberg, Valuation, Asset Management, Financial Modeling
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Economics, Finance, Econometrics & Statistics
Middlebury College 2006 — 2006
Summer Language Institute, Arabic Language and Literature
The University of Chicago 2005 — 2005
Undergraduate Summer Session, Arabic Language and Literature
Lewis and Clark College 2000 — 2004
B.A., Religious Studies
Mount Vernon High School, Mount Vernon, IA 1996 — 2000
UBS February 2014 - Present
Lazard Capital Markets July 2009 - December 2013
Credit Suisse April 2007 - July 2009
Connelley Sheehan Harris September 2006 - April 2007
Holland & Knight LLP June 2005 - June 2006
Hoz's Beer & Wine Store November 2004 - May 2005
Skills
Series 7, Equities, Investments, Series 63, Equity Research, Finance, Analysis, Hedge Funds, Capital Markets, Bloomberg, Valuation, Asset Management, Financial Modeling
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Economics, Finance, Econometrics & Statistics
Middlebury College 2006 — 2006
Summer Language Institute, Arabic Language and Literature
The University of Chicago 2005 — 2005
Undergraduate Summer Session, Arabic Language and Literature
Lewis and Clark College 2000 — 2004
B.A., Religious Studies
Mount Vernon High School, Mount Vernon, IA 1996 — 2000
Rachel Gottlieb, CFP®, CDFA™ Rachel Gottlieb, CFP®, CDFA™'s UBS Experience September 2002 - Present
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS September 2002 - Present
UBS Financial Services Inc. July 2002 - Present
Skills
Asset Allocation, Certified Financial..., Retirement Planning, Certified Divorce..., Holistic Financial..., Estate Planning, Long Term Care Insurance, Life Insurance, Saving for Education, Tax-advantaged..., Multi-generational...
Education
Lehigh University - College of Business and Economics 1998 — 2002
Bachelor of Science (BS), Finance and Marketing
UBS September 2002 - Present
UBS Financial Services Inc. July 2002 - Present
Skills
Asset Allocation, Certified Financial..., Retirement Planning, Certified Divorce..., Holistic Financial..., Estate Planning, Long Term Care Insurance, Life Insurance, Saving for Education, Tax-advantaged..., Multi-generational...
Education
Lehigh University - College of Business and Economics 1998 — 2002
Bachelor of Science (BS), Finance and Marketing
Marc Vasquez Marc Vasquez's UBS Experience July 2000 - October 2003
Job Client Service Associate
Industry Financial Services
Experience
Wilbur-Ellis Company September 2014 - Present
Dodge & Cox March 2012 - September 2013
City National Bank January 2008 - July 2009
Oppenheimer & Co. Inc. August 2005 - September 2006
RBC January 2004 - November 2004
UBS July 2000 - October 2003
Bear Stearns & Company April 1996 - July 2000
Skills
Portfolio Management, Equities, Investments, Financial Services, Finance, Banking, Mutual Funds, Client Services, Securities, Fixed Income, Asset Management
Education
Santa Monica College 2007 — 2009
Economics/Business
Long Beach City College 2006 — 2007
Business Administration and Management, General
Whittier High School 1985 — 1989
High School
Wilbur-Ellis Company September 2014 - Present
Dodge & Cox March 2012 - September 2013
City National Bank January 2008 - July 2009
Oppenheimer & Co. Inc. August 2005 - September 2006
RBC January 2004 - November 2004
UBS July 2000 - October 2003
Bear Stearns & Company April 1996 - July 2000
Skills
Portfolio Management, Equities, Investments, Financial Services, Finance, Banking, Mutual Funds, Client Services, Securities, Fixed Income, Asset Management
Education
Santa Monica College 2007 — 2009
Economics/Business
Long Beach City College 2006 — 2007
Business Administration and Management, General
Whittier High School 1985 — 1989
High School
Scott McConaghy CFP® Scott McConaghy CFP®'s UBS Experience July 2002 - July 2005
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Merrill Lynch October 2009 - October 2013
Banc of America Investments October 2007 - December 2009
Bank of America July 2005 - October 2007
UBS July 2002 - July 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Series 7, Mutual Funds, Investments, Retirement, Investment Advisory, Leadership Development, Strategic Communications, Team Building
Education
Lehigh University 1998 — 2002
Bachelor of Science, Finance
Merrill Lynch October 2013 - Present
Merrill Lynch October 2009 - October 2013
Banc of America Investments October 2007 - December 2009
Bank of America July 2005 - October 2007
UBS July 2002 - July 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Series 7, Mutual Funds, Investments, Retirement, Investment Advisory, Leadership Development, Strategic Communications, Team Building
Education
Lehigh University 1998 — 2002
Bachelor of Science, Finance
Vineeta Hardt's UBS Experience May 1998 - December 2002
Job Sr. Marketing Consultant at MetLife Financial Services
Industry Insurance
Experience
MetLife December 2002 - Present
UBS May 1998 - December 2002
Skills
Marketing Strategy, Marketing Communications, Strategic Planning, Insurance, Strategy, Direct Marketing, Management, Digital Marketing, Marketing, Vendor Management, Vendor Relationship...
Education
Louisiana State University 1989 — 1990
Journalism, Journalism
MetLife December 2002 - Present
UBS May 1998 - December 2002
Skills
Marketing Strategy, Marketing Communications, Strategic Planning, Insurance, Strategy, Direct Marketing, Management, Digital Marketing, Marketing, Vendor Management, Vendor Relationship...
Education
Louisiana State University 1989 — 1990
Journalism, Journalism
Brendan Ambrose Brendan Ambrose's UBS Experience April 2012 - August 2012
Job Director of Sales at American Juice Company
Industry Financial Services
Experience
American Juice Company September 2014 - Present
Merrill Lynch September 2013 - November 2013
UBS April 2012 - August 2012
Ambrose Video Publishing January 2011 - May 2011
Skills
Fixed Income, Investments, Bloomberg, Equities, Portfolio Management, Technical Analysis
Education
Lehigh University - College of Business and Economics 2009 — 2013
BS, Finance, General
American Juice Company September 2014 - Present
Merrill Lynch September 2013 - November 2013
UBS April 2012 - August 2012
Ambrose Video Publishing January 2011 - May 2011
Skills
Fixed Income, Investments, Bloomberg, Equities, Portfolio Management, Technical Analysis
Education
Lehigh University - College of Business and Economics 2009 — 2013
BS, Finance, General
Emma Stradling's UBS Experience March 2011 - March 2012
Job Consumer Insights at PepsiCo
Industry Market Research
Experience
PepsiCo May 2015 - Present
PRIME Research February 2013 - May 2015
St Mary's University College March 2011 - January 2013
UBS March 2011 - March 2012
NWDA-Northwest Regional Development Agency August 2009 - September 2010
KPMG May 2008 - July 2009
House of Commons January 2008 - April 2008
Taylor & Francis Group April 2006 - September 2006
Skills
Corporate Communications, Media Relations, Crisis Communications, Stakeholder Engagement, Internal Communications, Strategic Communications, Social Media, Research, Public Relations, Editing, Sustainability, Management, Strategy, Marketing Communications, Corporate Social..., Corporate Branding, Government, Reputation Management, Leadership, Qualitative Research, Quantitative Research, Quantitative Analytics, SPSS, Project Management, Analysis
Education
NYU School of Professional Studies 2014 — 2016
Certificate in Project Management, Project Management
St Mary's University College London 2011 — 2013
Master of Business Administration (MBA), International Business Practice, Distinction
Loughborough University 2006 — 2007
MSc, International Relations
Loughborough University 2002 — 2005
Bachelor's degree, Politics and Economics
Tonbridge Grammar
PepsiCo May 2015 - Present
PRIME Research February 2013 - May 2015
St Mary's University College March 2011 - January 2013
UBS March 2011 - March 2012
NWDA-Northwest Regional Development Agency August 2009 - September 2010
KPMG May 2008 - July 2009
House of Commons January 2008 - April 2008
Taylor & Francis Group April 2006 - September 2006
Skills
Corporate Communications, Media Relations, Crisis Communications, Stakeholder Engagement, Internal Communications, Strategic Communications, Social Media, Research, Public Relations, Editing, Sustainability, Management, Strategy, Marketing Communications, Corporate Social..., Corporate Branding, Government, Reputation Management, Leadership, Qualitative Research, Quantitative Research, Quantitative Analytics, SPSS, Project Management, Analysis
Education
NYU School of Professional Studies 2014 — 2016
Certificate in Project Management, Project Management
St Mary's University College London 2011 — 2013
Master of Business Administration (MBA), International Business Practice, Distinction
Loughborough University 2006 — 2007
MSc, International Relations
Loughborough University 2002 — 2005
Bachelor's degree, Politics and Economics
Tonbridge Grammar
Michele Vacchi Michele Vacchi's UBS Experience September 2007 - April 2008
Job R&D Budget & Planning and CNHi Change Manager
Industry Mechanical or Industrial Engineering
Experience
CNH Industrial September 2014 - Present
FPT Industrial North America November 2011 - February 2015
FPT Industrial March 2010 - November 2011
Ferrari May 2008 - January 2010
UBS September 2007 - April 2008
Skills
Project Management, Project Planning, Automotive Engineering, Agricultural Machinery, Strategic Planning, English, Program Management, Manufacturing, Commercial Management, Public Relations, Public Speaking, Executive Reporting, Key Account Management, Family Business, People Skills, Ingegneria..., Lingua inglese, Pianificazione..., Continuous improvement, Ingegneria, Veicoli, Project management, Program management, Produzione snella, Manifattura, Sviluppo di prodotto, Industria..., Business plan, Management, Engineering, Strategia d'impresa, Trattative, FMEA
Education
Politecnico di Milano 2002 — 2007
Industrial Engineer, Manufacturing & Management, 110/110 cum Laude
Universidad Politécnica de Madrid
Exchange Program - Board of European Students of Technology
RMIT University
Leonardo Exchange Program, Industrial Engineering
Liceo Scientifico
Liceo Scientifico A. Roiti
Liceo Scientifico A. Roiti
CNH Industrial September 2014 - Present
FPT Industrial North America November 2011 - February 2015
FPT Industrial March 2010 - November 2011
Ferrari May 2008 - January 2010
UBS September 2007 - April 2008
Skills
Project Management, Project Planning, Automotive Engineering, Agricultural Machinery, Strategic Planning, English, Program Management, Manufacturing, Commercial Management, Public Relations, Public Speaking, Executive Reporting, Key Account Management, Family Business, People Skills, Ingegneria..., Lingua inglese, Pianificazione..., Continuous improvement, Ingegneria, Veicoli, Project management, Program management, Produzione snella, Manifattura, Sviluppo di prodotto, Industria..., Business plan, Management, Engineering, Strategia d'impresa, Trattative, FMEA
Education
Politecnico di Milano 2002 — 2007
Industrial Engineer, Manufacturing & Management, 110/110 cum Laude
Universidad Politécnica de Madrid
Exchange Program - Board of European Students of Technology
RMIT University
Leonardo Exchange Program, Industrial Engineering
Liceo Scientifico
Liceo Scientifico A. Roiti
Liceo Scientifico A. Roiti
Harvey Newland Harvey Newland's UBS Experience May 2008 - September 2009
Job TFA 2013 at Teach For America
Industry Education Management
Experience
Teach For America 2013 - Present
The Olympic Club September 2012 - Present
Cushman & Wakefield, Inc. August 2011 - August 2012
Grubb & Ellis October 2010 - August 2011
UBS May 2008 - September 2009
City of Newport Beach 2006 - 2008
Skills
AutoCAD, Coding Languages, 3D Printing, Commercial Real Estate, Investments, Real Estate Transactions, Valuation, Investment Properties, Mathematics Education, Educational Leadership, Start-ups, Landlords, Sales, Tenant Representation, Public Speaking
Education
University of California, Irvine 2005 — 2009
Bachelor of Arts (B.A.), Political Science
Loyola Marymount University
Single Subject Credential, Mathematics
gmat prep
Teach For America 2013 - Present
The Olympic Club September 2012 - Present
Cushman & Wakefield, Inc. August 2011 - August 2012
Grubb & Ellis October 2010 - August 2011
UBS May 2008 - September 2009
City of Newport Beach 2006 - 2008
Skills
AutoCAD, Coding Languages, 3D Printing, Commercial Real Estate, Investments, Real Estate Transactions, Valuation, Investment Properties, Mathematics Education, Educational Leadership, Start-ups, Landlords, Sales, Tenant Representation, Public Speaking
Education
University of California, Irvine 2005 — 2009
Bachelor of Arts (B.A.), Political Science
Loyola Marymount University
Single Subject Credential, Mathematics
gmat prep
Howard Birns Howard Birns's UBS Experience September 2014 - March 2015
Job Global Compliance Project Manager
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. May 2015 - Present
UBS September 2014 - March 2015
AIG Property Casualty November 2009 - May 2014
AIG June 1998 - November 2009
Lehman Brothers July 1997 - June 1998
UBS Global Asset Management November 1989 - March 1997
Chase Manhattan Corporation March 1982 - November 1989
Skills
Managerial Finance, Finance, Financial Analysis, Asset Managment, Strategic Financial..., Financial Risk, Risk Management, Due Diligence, Financial Modeling, Financial Reporting, Asset Management, Financial Services, Valuation, Forecasting, Insurance, Portfolio Management, Financial Planning, Underwriting, Budgets, Banking, Business Process...
Education
LIU Post 1979 — 1982
Master of Business Administration (M.B.A.), Finance
LIU Post 1975 — 1977
Bachelor's Degree, Accounting
State University of New York College at Plattsburgh
State University of New York College at Plattsburgh
State University of New York College at Plattsburgh
State University of New York College at Plattsburgh
State University of New York College at Plattsburgh
JPMorgan Chase & Co. May 2015 - Present
UBS September 2014 - March 2015
AIG Property Casualty November 2009 - May 2014
AIG June 1998 - November 2009
Lehman Brothers July 1997 - June 1998
UBS Global Asset Management November 1989 - March 1997
Chase Manhattan Corporation March 1982 - November 1989
Skills
Managerial Finance, Finance, Financial Analysis, Asset Managment, Strategic Financial..., Financial Risk, Risk Management, Due Diligence, Financial Modeling, Financial Reporting, Asset Management, Financial Services, Valuation, Forecasting, Insurance, Portfolio Management, Financial Planning, Underwriting, Budgets, Banking, Business Process...
Education
LIU Post 1979 — 1982
Master of Business Administration (M.B.A.), Finance
LIU Post 1975 — 1977
Bachelor's Degree, Accounting
State University of New York College at Plattsburgh
State University of New York College at Plattsburgh
State University of New York College at Plattsburgh
State University of New York College at Plattsburgh
State University of New York College at Plattsburgh
Russell Beatty's UBS Experience May 2014 - May 2014
Job Summer Analyst at Prudential Fixed Income
Industry Financial Services
Experience
Prudential Fixed Income June 2015 - Present
Altran North America May 2014 - August 2014
UBS May 2014 - May 2014
Skills
Project Management, Leadership, Java, Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, Time Management, Financial Analysis, Teamwork, Research, VBA
Education
Lehigh University 2012 — 2016
Bachelor of Science (B.S.), Industrial & Systems Engineering Minor in Business
Prudential Fixed Income June 2015 - Present
Altran North America May 2014 - August 2014
UBS May 2014 - May 2014
Skills
Project Management, Leadership, Java, Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, Time Management, Financial Analysis, Teamwork, Research, VBA
Education
Lehigh University 2012 — 2016
Bachelor of Science (B.S.), Industrial & Systems Engineering Minor in Business
Allan Thompson's UBS Experience 2000 - 2001
Job Senior Manager, International Tax at Ernst & Young
Industry Financial Services
Experience
Ernst & Young September 2010 - Present
Deloitte April 2008 - September 2010
Hyatt Hotels Corporation December 2006 - April 2008
UBS 2000 - 2001
Skills
International Tax, Transfer Pricing, Mergers & Acquisitions, Tax, Legal Research, Tax Advisory, Corporate Tax, Finance, Tax Law, International Tax...
Education
Northwestern University School of Law 2005 — 2006
Master of Laws (LLM), Tax Law/Taxation
Loyola Law School, Loyola Marymount University 2002 — 2006
Doctor of Law (JD)
Ernst & Young September 2010 - Present
Deloitte April 2008 - September 2010
Hyatt Hotels Corporation December 2006 - April 2008
UBS 2000 - 2001
Skills
International Tax, Transfer Pricing, Mergers & Acquisitions, Tax, Legal Research, Tax Advisory, Corporate Tax, Finance, Tax Law, International Tax...
Education
Northwestern University School of Law 2005 — 2006
Master of Laws (LLM), Tax Law/Taxation
Loyola Law School, Loyola Marymount University 2002 — 2006
Doctor of Law (JD)
Michael Wesbrooks's UBS Experience September 2014 - Present
Job Complex Director, UBS
Industry Financial Services
Experience
UBS September 2014 - Present
UBS 2000 - Present
Merrill Lynch 1993 - 2000
Education
Louisiana State University 1989 — 1993
UBS September 2014 - Present
UBS 2000 - Present
Merrill Lynch 1993 - 2000
Education
Louisiana State University 1989 — 1993
Madison Bath Madison Bath's UBS Experience February 2012 - May 2012
Job Senior Research Manager at Lieberman Research Worldwide
Industry Market Research
Experience
Lieberman Research Worldwide April 2015 - Present
Lieberman Research Worldwide June 2013 - Present
Lieberman Research Worldwide November 2012 - May 2013
Lieberman Research Worldwide August 2012 - October 2012
UBS February 2012 - May 2012
Morera Finance Management April 2011 - September 2011
Loyola Marymount University August 2009 - December 2010
Loyola Marymount University May 2010 - September 2010
Go Fish Restaurant May 2009 - June 2010
Skills
PowerPoint, Microsoft Excel, QuickBooks, Microsoft Word, Customer Service, Outlook, Research, Market Research, Analytics, Data Analysis, Management
Education
Loyola Marymount University 2008 — 2012
BA, Finance
Lieberman Research Worldwide April 2015 - Present
Lieberman Research Worldwide June 2013 - Present
Lieberman Research Worldwide November 2012 - May 2013
Lieberman Research Worldwide August 2012 - October 2012
UBS February 2012 - May 2012
Morera Finance Management April 2011 - September 2011
Loyola Marymount University August 2009 - December 2010
Loyola Marymount University May 2010 - September 2010
Go Fish Restaurant May 2009 - June 2010
Skills
PowerPoint, Microsoft Excel, QuickBooks, Microsoft Word, Customer Service, Outlook, Research, Market Research, Analytics, Data Analysis, Management
Education
Loyola Marymount University 2008 — 2012
BA, Finance
Hannah (Guillory) Schiebe Hannah (Guillory) Schiebe's UBS Experience January 2015 - Present
Job Recruitment Coordinator at UBS
Industry Human Resources
Experience
UBS January 2015 - Present
Cooper Steel, Inc. April 2014 - January 2015
Dauterive Hospital June 2012 - July 2012
Hays Breard Financial Group July 2009 - August 2011
Skills
Human Resources, Recruiting, Interviews, Software Documentation, Outlook, Healthcare, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Research, Public Speaking, Event Planning, Employee Relations, Time Management, Data Entry, Teamwork, English, Social Media, Administration
Education
Louisiana State University
Bachelor of Science (B.S.), Human Resource Education
Parkview Baptist School 2004 — 2007
Samford University
UBS January 2015 - Present
Cooper Steel, Inc. April 2014 - January 2015
Dauterive Hospital June 2012 - July 2012
Hays Breard Financial Group July 2009 - August 2011
Skills
Human Resources, Recruiting, Interviews, Software Documentation, Outlook, Healthcare, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Research, Public Speaking, Event Planning, Employee Relations, Time Management, Data Entry, Teamwork, English, Social Media, Administration
Education
Louisiana State University
Bachelor of Science (B.S.), Human Resource Education
Parkview Baptist School 2004 — 2007
Samford University
Karla Marcello's UBS Experience July 2012 - Present
Job Senior Client Service Associate
Industry Financial Services
Experience
UBS July 2012 - Present
UBS Financial Services 2006 - 2011
Friedman, Billings, Ramsey June 1999 - May 2006
Skills
Series 7, Series 63, Series 65, series 31
Education
Louisiana State University and Agricultural and Mechanical College 1992 — 1996
Bachelor of Science, Fiance
UBS July 2012 - Present
UBS Financial Services 2006 - 2011
Friedman, Billings, Ramsey June 1999 - May 2006
Skills
Series 7, Series 63, Series 65, series 31
Education
Louisiana State University and Agricultural and Mechanical College 1992 — 1996
Bachelor of Science, Fiance
David Farron David Farron's UBS Experience October 2013 - Present
Job Business Analyst UBS
Industry Management Consulting
Experience
UBS October 2013 - Present
AJC: Global Jewish Advocacy February 2012 - October 2013
Leiden University January 2011 - June 2011
Individual Initiatives January 2005 - August 2010
South African Depression and Anxiety Group May 2007 - November 2008
Skills
Social Networking, Research, SPSS, Teamwork, Public Speaking, Problem Solving, Team Building, English, Microsoft Office, Determination, Dutch, Psychology, Strategic Planning, Writing, Management, Strategy, Microsoft Excel, PowerPoint, Program Management, Business Analysis, Communication, Consulting, Project Management, Statistics, Team Management, Team Motivation, Lecturing, Management Consulting, Social Media
Education
Universiteit Leiden 2010 — 2011
Master of Social Sciences, Clinical Psychology
University of Johannesburg 2008 — 2008
Bachelor of Arts Honors Degree, Psychology, Statistics
University of Johannesburg 2005 — 2007
Bachelor of Arts, Psychology, Communications
UBS October 2013 - Present
AJC: Global Jewish Advocacy February 2012 - October 2013
Leiden University January 2011 - June 2011
Individual Initiatives January 2005 - August 2010
South African Depression and Anxiety Group May 2007 - November 2008
Skills
Social Networking, Research, SPSS, Teamwork, Public Speaking, Problem Solving, Team Building, English, Microsoft Office, Determination, Dutch, Psychology, Strategic Planning, Writing, Management, Strategy, Microsoft Excel, PowerPoint, Program Management, Business Analysis, Communication, Consulting, Project Management, Statistics, Team Management, Team Motivation, Lecturing, Management Consulting, Social Media
Education
Universiteit Leiden 2010 — 2011
Master of Social Sciences, Clinical Psychology
University of Johannesburg 2008 — 2008
Bachelor of Arts Honors Degree, Psychology, Statistics
University of Johannesburg 2005 — 2007
Bachelor of Arts, Psychology, Communications
Erica Mangum's UBS Experience August 2013 - Present
Job Human Resources Data Analyst at UBS
Industry Human Resources
Experience
UBS August 2013 - Present
eScreen June 2012 - August 2013
Walk2Campus Properties October 2010 - May 2012
Skills
Data Management, Human Resources, Management, Microsoft Excel, Account Management, Public Relations, Marketing, Social Media Marketing, Time Management, Advertising, Social Media, Sales, PowerPoint, Microsoft Office, Event Planning, Marketing Strategy, Research
Education
Mountbatten 2013 — 2014
Post Graduate, International Business
Longwood University 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
UBS August 2013 - Present
eScreen June 2012 - August 2013
Walk2Campus Properties October 2010 - May 2012
Skills
Data Management, Human Resources, Management, Microsoft Excel, Account Management, Public Relations, Marketing, Social Media Marketing, Time Management, Advertising, Social Media, Sales, PowerPoint, Microsoft Office, Event Planning, Marketing Strategy, Research
Education
Mountbatten 2013 — 2014
Post Graduate, International Business
Longwood University 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Jennifer Fematt Jennifer Fematt's UBS Experience January 2003 - July 2005
Job Broker Associate, Realtor® Cal BRE#01932837
Industry Real Estate
Experience
John Aaroe Group January 2015 - Present
Coldwell Banker August 2013 - January 2015
Merrill Lynch April 2011 - July 2012
Merrill Lynch February 2007 - April 2011
Morgan Stanley July 2005 - October 2006
UBS January 2003 - July 2005
Skills
Estate Planning, High Net Worth..., Series 7, New Business Development, Investments, Financial Advisory, Sales, Uniform Combined State..., Investment Advisory, Strategic Financial..., Financial Services, Investment Strategies, Real Estate Transactions, Listing Homes, Sellers, First Time Home Buyers, Multiple Listing Service, Real Estate, Luxury, Customer Service, Relationship Development, Relationship Management, Social Media, Social Media Marketing, Marketing Communications, Marketing Strategy, Presenting to Clients, External Sales, Sales Presentations, Microsoft Office, Microsoft Excel, Financial Analysis, Philanthropy, Non-profits, Private Foundations, Series 66, Personal Financial..., Trust Services, Private Banking, Money Managers, Social Networking, Mutual Funds, Series 65, Financial Planning, Asset Management
Education
Loyola Marymount University 1999 — 2002
Bachelor of Arts (B.A.), Finance, General
Marina High School
University of Pennsylvania - The Wharton School
Certificate, The Client Relationship Program
John Aaroe Group January 2015 - Present
Coldwell Banker August 2013 - January 2015
Merrill Lynch April 2011 - July 2012
Merrill Lynch February 2007 - April 2011
Morgan Stanley July 2005 - October 2006
UBS January 2003 - July 2005
Skills
Estate Planning, High Net Worth..., Series 7, New Business Development, Investments, Financial Advisory, Sales, Uniform Combined State..., Investment Advisory, Strategic Financial..., Financial Services, Investment Strategies, Real Estate Transactions, Listing Homes, Sellers, First Time Home Buyers, Multiple Listing Service, Real Estate, Luxury, Customer Service, Relationship Development, Relationship Management, Social Media, Social Media Marketing, Marketing Communications, Marketing Strategy, Presenting to Clients, External Sales, Sales Presentations, Microsoft Office, Microsoft Excel, Financial Analysis, Philanthropy, Non-profits, Private Foundations, Series 66, Personal Financial..., Trust Services, Private Banking, Money Managers, Social Networking, Mutual Funds, Series 65, Financial Planning, Asset Management
Education
Loyola Marymount University 1999 — 2002
Bachelor of Arts (B.A.), Finance, General
Marina High School
University of Pennsylvania - The Wharton School
Certificate, The Client Relationship Program
Patrick Warwick Patrick Warwick's UBS Experience May 2011 - August 2011
Job Valuation Advisory Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
Bank of America June 2013 - August 2013
Planning Associates May 2012 - June 2012
UBS May 2011 - August 2011
Metairie Country Club May 2007 - August 2011
Skills
Excel, Technical Data Analysis, MS Access, Pivot Tables, PowerPoint, Word, Microsoft Business..., Analytical Skills, Creative Solutions, Oral & Written..., Exceptionally Organized, Highly personable, Access, Microsoft Excel, Analysis, Strategic Financial..., Finance, Financial Planning, Microsoft Word
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Corporate Finance, 3.75
London School of Economics and Political Science 2012 — 2012
Summer Program in Marketing
Louisiana State University and Agricultural and Mechanical College 2011 — 2012
Finance, General, 4.0
Jesuit High School New Orleans 2005 — 2010
4.5
Duff & Phelps July 2014 - Present
Bank of America June 2013 - August 2013
Planning Associates May 2012 - June 2012
UBS May 2011 - August 2011
Metairie Country Club May 2007 - August 2011
Skills
Excel, Technical Data Analysis, MS Access, Pivot Tables, PowerPoint, Word, Microsoft Business..., Analytical Skills, Creative Solutions, Oral & Written..., Exceptionally Organized, Highly personable, Access, Microsoft Excel, Analysis, Strategic Financial..., Finance, Financial Planning, Microsoft Word
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Corporate Finance, 3.75
London School of Economics and Political Science 2012 — 2012
Summer Program in Marketing
Louisiana State University and Agricultural and Mechanical College 2011 — 2012
Finance, General, 4.0
Jesuit High School New Orleans 2005 — 2010
4.5
Chuck Powers III Chuck Powers III's UBS Experience February 2015 - Present
Job at
Industry Financial Services
Experience
UBS February 2015 - Present
UBS April 2014 - Present
UBS February 2007 - Present
UBS April 2005 - February 2007
Merrill Lynch October 1994 - April 2005
Education
Lock Haven University of Pennsylvania 1981 — 1985
Bachelor of Science (BS), Management Science
UBS February 2015 - Present
UBS April 2014 - Present
UBS February 2007 - Present
UBS April 2005 - February 2007
Merrill Lynch October 1994 - April 2005
Education
Lock Haven University of Pennsylvania 1981 — 1985
Bachelor of Science (BS), Management Science
Douglas Madden Douglas Madden's UBS Experience May 2001 - December 2004
Job Senior Client Partner at Korn Ferry
Industry Staffing and Recruiting
Experience
Korn Ferry February 2015 - Present
Renaissance Leadership 2009 - 2015
MCOA 2007 - 2009
TCM January 2005 - July 2007
UBS May 2001 - December 2004
Skills
Finance, Private Equity, Venture Capital, Financial Services, Recruiting, Leadership, Enterprise Software, Management, Sales, Start-ups, Business Development, Cross-functional Team..., Product Marketing
Education
Loyola Marymount University 1997 — 2001
Bachelors, Finance
Korn Ferry February 2015 - Present
Renaissance Leadership 2009 - 2015
MCOA 2007 - 2009
TCM January 2005 - July 2007
UBS May 2001 - December 2004
Skills
Finance, Private Equity, Venture Capital, Financial Services, Recruiting, Leadership, Enterprise Software, Management, Sales, Start-ups, Business Development, Cross-functional Team..., Product Marketing
Education
Loyola Marymount University 1997 — 2001
Bachelors, Finance
Rosalia Italiano Rosalia Italiano's UBS Experience February 2012 - November 2014
Job Stay at home mother
Industry Financial Services
Experience
UBS February 2012 - November 2014
Goldman Sachs May 2008 - October 2011
Goldman Sachs July 2005 - August 2011
Goldman Sachs July 2005 - August 2011
Goldman Sachs July 2005 - May 2008
Skills
Process Engineering, Strategic Planning, Negotiation, Settlements, Risk, Business Requirements, Corporate Actions, Financial Risk, Settlement, Banking, Leadership, Recruiting, Strategy, Management, Project Management
Education
Lehigh University - College of Business and Economics 2001 — 2005
BS, Finance and Marketing
Notre Dame High School, Bethlehem, PA 1998 — 2001
UBS February 2012 - November 2014
Goldman Sachs May 2008 - October 2011
Goldman Sachs July 2005 - August 2011
Goldman Sachs July 2005 - August 2011
Goldman Sachs July 2005 - May 2008
Skills
Process Engineering, Strategic Planning, Negotiation, Settlements, Risk, Business Requirements, Corporate Actions, Financial Risk, Settlement, Banking, Leadership, Recruiting, Strategy, Management, Project Management
Education
Lehigh University - College of Business and Economics 2001 — 2005
BS, Finance and Marketing
Notre Dame High School, Bethlehem, PA 1998 — 2001
Thomas Gwynn Thomas Gwynn's UBS Experience May 2009 - August 2009
Job Performance Controller at Primetals Technologies
Industry Industrial Automation
Experience
Primetals Technologies January 2015 - Present
Siemens October 2014 - December 2014
Siemens January 2013 - September 2014
Siemens Industry January 2011 - December 2012
Siemens Industry May 2010 - August 2010
UBS May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Hyperion Enterprise, Corporate Finance, Forecasting, Strategic Financial..., Financial Reporting, Valuation, Microsoft Excel, Finance, Variance Analysis, SAP, Financial Accounting, Sarbanes-Oxley Act, Cost Accounting
Education
The University of Georgia 2006 — 2010
BBA, Finance
University of Innsbruck 2010 — 2010
Primetals Technologies January 2015 - Present
Siemens October 2014 - December 2014
Siemens January 2013 - September 2014
Siemens Industry January 2011 - December 2012
Siemens Industry May 2010 - August 2010
UBS May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Hyperion Enterprise, Corporate Finance, Forecasting, Strategic Financial..., Financial Reporting, Valuation, Microsoft Excel, Finance, Variance Analysis, SAP, Financial Accounting, Sarbanes-Oxley Act, Cost Accounting
Education
The University of Georgia 2006 — 2010
BBA, Finance
University of Innsbruck 2010 — 2010
Jacqueline Simone Jacqueline Simone's UBS Experience June 2014 - November 2014
Job Client Service Associate at Bukaty Companies
Industry Financial Services
Experience
Bukaty Companies Financial Services November 2014 - Present
UBS June 2014 - November 2014
Monument Group May 2012 - May 2014
FourWinds Capital Management March 2010 - May 2012
Education
Leiden University 2008 — 2009
Masters, Political Science
University of Massachusetts, Amherst 2004 — 2007
BA, Political Science, Economics
Bukaty Companies Financial Services November 2014 - Present
UBS June 2014 - November 2014
Monument Group May 2012 - May 2014
FourWinds Capital Management March 2010 - May 2012
Education
Leiden University 2008 — 2009
Masters, Political Science
University of Massachusetts, Amherst 2004 — 2007
BA, Political Science, Economics
Jamie Kirk Jamie Kirk's UBS Experience June 2001 - August 2001
Job Senior Associate at MicroVentures
Industry Financial Services
Experience
MicroVentures October 2013 - Present
Lotta Catering Company June 2012 - Present
Kirk Estates January 2011 - Present
Post Advisory Group September 2006 - January 2011
Coast Asset Management September 2002 - September 2006
UBS June 2001 - August 2001
Education
Loyola Marymount University, College of Business Administration 1998 — 2002
BA, Finance & Management
Saint Francis High School 1994 — 1998
MicroVentures October 2013 - Present
Lotta Catering Company June 2012 - Present
Kirk Estates January 2011 - Present
Post Advisory Group September 2006 - January 2011
Coast Asset Management September 2002 - September 2006
UBS June 2001 - August 2001
Education
Loyola Marymount University, College of Business Administration 1998 — 2002
BA, Finance & Management
Saint Francis High School 1994 — 1998
Ronald Uy Ronald Uy's UBS Experience May 2004 - August 2005
Job Business Banker at Wells Fargo
Industry Medical Practice
Experience
Wells Fargo March 2014 - Present
Dr. Santos Uy Inc. October 2010 - March 2014
UBS May 2004 - August 2005
RSM Equico June 2003 - May 2004
Skills
Financial Risk, Equities, Fixed Income, Portfolio Management, Mergers & Acquisitions, Investments, Financial Modeling, Investment Banking
Education
Los Angeles Trade Technical College 2011 — 2013
Associate's Degree, Chemistry, 3.8
University of Southern California 1999 — 2003
BA, International Relations
Loyola Highschool 1994 — 1999
High School
Flintridge Prep
Loyola Highschool
Wells Fargo March 2014 - Present
Dr. Santos Uy Inc. October 2010 - March 2014
UBS May 2004 - August 2005
RSM Equico June 2003 - May 2004
Skills
Financial Risk, Equities, Fixed Income, Portfolio Management, Mergers & Acquisitions, Investments, Financial Modeling, Investment Banking
Education
Los Angeles Trade Technical College 2011 — 2013
Associate's Degree, Chemistry, 3.8
University of Southern California 1999 — 2003
BA, International Relations
Loyola Highschool 1994 — 1999
High School
Flintridge Prep
Loyola Highschool
Aaron Beard Aaron Beard's UBS Experience 2006 - 2008
Job Owner and Chief Possibility Officer, Synergy Coaching Group
Industry Professional Training & Coaching
Experience
Synergy Coaching Group June 2010 - Present
Accomplishment Coaching June 2011 - June 2014
Coughlin Stoia Geller Rudman & Robbins LLP July 2008 - April 2010
UBS 2006 - 2008
Procopio Cory Hargreaves & Savitch LLP January 2005 - November 2005
Kaye Scholer LLP September 2003 - December 2004
Skills
Litigation, Legal Research, Commercial Litigation, Legal Writing, Civil Litigation, Securities, Corporate Governance, Mediation, Corporate Law, Westlaw, Securities Regulation, Mergers, Real Estate, Due Diligence, Coaching, Executive Coaching, Sales Presentations, Job Coaching, Lifestyle Coaching, Life Coaching, Business Coaching, Legal Advice, Mergers & Acquisitions, Public Speaking, Personal Development, Small Business, Emotional Intelligence, Training, Leadership, Workshop Facilitation, Arbitration, Leadership Development
Education
Accomplishment Coaching Coaches Training Program 2009 — 2010
A.C.C., Ontological coaching and leadership
University of California, Los Angeles - School of Law 2001 — 2003
J.D., Law, 10th in the Class of 2003
Loyola Law School, Loyola Marymount University 2000 — 2001
Doctor of Law (J.D.), Law
University of California, Berkeley 1991 — 1994
B.A., Cognitive Science
Synergy Coaching Group June 2010 - Present
Accomplishment Coaching June 2011 - June 2014
Coughlin Stoia Geller Rudman & Robbins LLP July 2008 - April 2010
UBS 2006 - 2008
Procopio Cory Hargreaves & Savitch LLP January 2005 - November 2005
Kaye Scholer LLP September 2003 - December 2004
Skills
Litigation, Legal Research, Commercial Litigation, Legal Writing, Civil Litigation, Securities, Corporate Governance, Mediation, Corporate Law, Westlaw, Securities Regulation, Mergers, Real Estate, Due Diligence, Coaching, Executive Coaching, Sales Presentations, Job Coaching, Lifestyle Coaching, Life Coaching, Business Coaching, Legal Advice, Mergers & Acquisitions, Public Speaking, Personal Development, Small Business, Emotional Intelligence, Training, Leadership, Workshop Facilitation, Arbitration, Leadership Development
Education
Accomplishment Coaching Coaches Training Program 2009 — 2010
A.C.C., Ontological coaching and leadership
University of California, Los Angeles - School of Law 2001 — 2003
J.D., Law, 10th in the Class of 2003
Loyola Law School, Loyola Marymount University 2000 — 2001
Doctor of Law (J.D.), Law
University of California, Berkeley 1991 — 1994
B.A., Cognitive Science
William Maurer William Maurer's UBS Experience June 2009 - August 2009
Job Contributor at Seeking Alpha
Industry Investment Management
Experience
Seeking Alpha September 2011 - Present
Lehigh University October 2006 - May 2010
Lehigh University Investment Management Group September 2006 - May 2010
Lehigh University August 2005 - May 2010
UBS June 2009 - August 2009
Lehigh University May 2008 - May 2009
Staples July 2004 - March 2009
Skills
Financial Writing, Financial Analysis, Equity Research, Options Strategies, Portfolio Management, Model Portfolios, Stock Picking, Finance, Financial Modeling, Leadership, Valuation, Investments, Financial Markets, Analysis, Derivatives, Due Diligence
Education
Lehigh University - College of Business and Economics 2005 — 2010
BS, Finance, Accounting
Lehigh University
B.S, Business and Economics; Finance; Accounting
Seeking Alpha September 2011 - Present
Lehigh University October 2006 - May 2010
Lehigh University Investment Management Group September 2006 - May 2010
Lehigh University August 2005 - May 2010
UBS June 2009 - August 2009
Lehigh University May 2008 - May 2009
Staples July 2004 - March 2009
Skills
Financial Writing, Financial Analysis, Equity Research, Options Strategies, Portfolio Management, Model Portfolios, Stock Picking, Finance, Financial Modeling, Leadership, Valuation, Investments, Financial Markets, Analysis, Derivatives, Due Diligence
Education
Lehigh University - College of Business and Economics 2005 — 2010
BS, Finance, Accounting
Lehigh University
B.S, Business and Economics; Finance; Accounting
Richard Crescenzo's UBS Experience November 1999 - August 2001
Job Vice President / Portfolio Manager
Industry Financial Services
Experience
Vanderbilt Financial Group June 2015 - Present
Capitol Securities Management January 2012 - Present
Ameriprise Financial Services, Inc. August 2010 - January 2012
Oppenheimer & Co. 2006 - 2010
Wells Fargo August 2001 - June 2006
UBS November 1999 - August 2001
Smith Barney September 1987 - November 1999
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Strategic Financial..., Mutual Funds, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Series 63, Estate Planning, Fixed Annuities, Investment Strategies, Portfolio Management
Education
Long Island University, C.W. Post Campus 1980 — 1983
Business Administration and Finance
The Ohio State University 1978 — 1980
Finance and Business Administration
Vanderbilt Financial Group June 2015 - Present
Capitol Securities Management January 2012 - Present
Ameriprise Financial Services, Inc. August 2010 - January 2012
Oppenheimer & Co. 2006 - 2010
Wells Fargo August 2001 - June 2006
UBS November 1999 - August 2001
Smith Barney September 1987 - November 1999
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Strategic Financial..., Mutual Funds, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Series 63, Estate Planning, Fixed Annuities, Investment Strategies, Portfolio Management
Education
Long Island University, C.W. Post Campus 1980 — 1983
Business Administration and Finance
The Ohio State University 1978 — 1980
Finance and Business Administration
Karen Franco Karen Franco's UBS Experience March 1995 - April 2009
Job Client Services Associate
Industry Financial Services
Experience
Stewardship Capital December 2012 - July 2015
Integrity Home Care May 2009 - December 2012
UBS March 1995 - April 2009
Skills
Customer Service, Teamwork, Compassionate, Listening to customers, Paperwork, Phone Etiquette, Learning Quickly, Compassion, Administration, Lotus Notes, Data Entry, Public Speaking, Public Relations, Administrative..., Office Management, Social Media, Accounts Payable, Event Management, Fundraising, Leadership, Event Planning, Management, Budgets, Team Building, Strategic Planning, Marketing
Education
MidAmerica Nazarene University 1994 — 1995
Bachelor of Arts (B.A.), Management and Human Relations
Longview Community College 1991 — 1993
Associate's degree, General Studies
Stewardship Capital December 2012 - July 2015
Integrity Home Care May 2009 - December 2012
UBS March 1995 - April 2009
Skills
Customer Service, Teamwork, Compassionate, Listening to customers, Paperwork, Phone Etiquette, Learning Quickly, Compassion, Administration, Lotus Notes, Data Entry, Public Speaking, Public Relations, Administrative..., Office Management, Social Media, Accounts Payable, Event Management, Fundraising, Leadership, Event Planning, Management, Budgets, Team Building, Strategic Planning, Marketing
Education
MidAmerica Nazarene University 1994 — 1995
Bachelor of Arts (B.A.), Management and Human Relations
Longview Community College 1991 — 1993
Associate's degree, General Studies
Robert Weierman's UBS Experience January 2001 - December 2001
Job .
Industry Nonprofit Organization Management
Experience
Chicago Southland Chamber of Commerce January 2013 - June 2013
Saint Xavier University July 2008 - June 2013
Saint Xavier University February 2005 - June 2008
Exchange Club July 2004 - February 2005
Lewis University 2002 - 2005
UBS January 2001 - December 2001
Lewis University November 1998 - January 2001
Toys R Us 1991 - 1998
Skills
Event Management, Scheduling, Policy Writing, Process Scheduler, Recruiting, Research, Program Development, Public Speaking, Marketing, Leadership, Customer Service, Higher Education, Policy, Staff Development, Program Management, Microsoft Office
Education
Lewis University 2000 — 2005
MBA, Management Information Services
Lewis University 1989 — 1997
BA, Psychology, Human Resources
Chicago Southland Chamber of Commerce January 2013 - June 2013
Saint Xavier University July 2008 - June 2013
Saint Xavier University February 2005 - June 2008
Exchange Club July 2004 - February 2005
Lewis University 2002 - 2005
UBS January 2001 - December 2001
Lewis University November 1998 - January 2001
Toys R Us 1991 - 1998
Skills
Event Management, Scheduling, Policy Writing, Process Scheduler, Recruiting, Research, Program Development, Public Speaking, Marketing, Leadership, Customer Service, Higher Education, Policy, Staff Development, Program Management, Microsoft Office
Education
Lewis University 2000 — 2005
MBA, Management Information Services
Lewis University 1989 — 1997
BA, Psychology, Human Resources
Eric McClelland's UBS Experience March 2014 - May 2015
Job
Industry Information Technology and Services
Experience
Kelly Services June 2015 - Present
UBS March 2014 - May 2015
Kelly Services July 2011 - March 2014
HCA Physician Services April 2007 - July 2009
Servpro Industries March 2006 - March 2007
Servpro Industries July 2005 - March 2006
New Horizons Computer Learning Centers June 2004 - January 2005
State of Tennessee December 1993 - January 2002
Skills
SQL, SQL Server, Oracle SQL, Access, Excel, Data Warehousing, Master Data Management, Data Management, Data Modeling, Visio, Business Intelligence, Windows, Outlook, Databases, Data Governance, Microsoft Office, Budgeting, Requirements Analysis, Crystal Reports, Data Analysis, Database Administration, Documentation, Problem Solving, MS Project, Business Analysis, Process Improvement, Troubleshooting, Analysis, Quality Assurance, Change Management, T-SQL, Business Objects, Strategic Planning, MySQL, Unix, SAP, Operating Systems, SDLC, Program Management, PL/SQL, Research, Systems Analysis, Database Design, Team Leadership, Testing, Technical Training, Cognos, Software Documentation, Microsoft SQL Server, Microsoft Excel
Education
Middle Tennessee State University 2009 — 2010
M.S, Accounting & Information Systems; Information Systems
Nashville State Comm College 1994 — 2003
AAS, Computer Technology
Lipscomb University 1984 — 1987
Bachelor's degree, Accounting
Kelly Services June 2015 - Present
UBS March 2014 - May 2015
Kelly Services July 2011 - March 2014
HCA Physician Services April 2007 - July 2009
Servpro Industries March 2006 - March 2007
Servpro Industries July 2005 - March 2006
New Horizons Computer Learning Centers June 2004 - January 2005
State of Tennessee December 1993 - January 2002
Skills
SQL, SQL Server, Oracle SQL, Access, Excel, Data Warehousing, Master Data Management, Data Management, Data Modeling, Visio, Business Intelligence, Windows, Outlook, Databases, Data Governance, Microsoft Office, Budgeting, Requirements Analysis, Crystal Reports, Data Analysis, Database Administration, Documentation, Problem Solving, MS Project, Business Analysis, Process Improvement, Troubleshooting, Analysis, Quality Assurance, Change Management, T-SQL, Business Objects, Strategic Planning, MySQL, Unix, SAP, Operating Systems, SDLC, Program Management, PL/SQL, Research, Systems Analysis, Database Design, Team Leadership, Testing, Technical Training, Cognos, Software Documentation, Microsoft SQL Server, Microsoft Excel
Education
Middle Tennessee State University 2009 — 2010
M.S, Accounting & Information Systems; Information Systems
Nashville State Comm College 1994 — 2003
AAS, Computer Technology
Lipscomb University 1984 — 1987
Bachelor's degree, Accounting
Arthur Chenoweth's UBS Experience 1980 - 2001
Job Bank Officer & Collateral Risk Team Lead at Federal Home Loan Bank of Atlanta
Industry Banking
Experience
Federal Home Loan Bank of Atlanta October 2006 - Present
UBS 1980 - 2001
Skills
Banking, Credit, Loans, Credit Analysis, Commercial Lending, Credit Risk, Commercial Banking, Mortgage Lending, Mortgage Banking, Financial Risk, Portfolio Management, Financial Analysis
Education
Long Island University, Brooklyn Campus 1977 — 1981
Master of Business Administration (MBA)
Federal Home Loan Bank of Atlanta October 2006 - Present
UBS 1980 - 2001
Skills
Banking, Credit, Loans, Credit Analysis, Commercial Lending, Credit Risk, Commercial Banking, Mortgage Lending, Mortgage Banking, Financial Risk, Portfolio Management, Financial Analysis
Education
Long Island University, Brooklyn Campus 1977 — 1981
Master of Business Administration (MBA)
Lene. Com's UBS Experience February 2006 - Present
Job Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS February 2006 - Present
Skills
Wealth Management, Mutual Funds, Bloomberg, Investments, Financial Services, Portfolio Management, Asset Management, Asset Allocation, Banking, Retirement Planning
Education
University of Phoenix 1996 — 2005
Long Beach City College 1983 — 1985
UBS February 2006 - Present
Skills
Wealth Management, Mutual Funds, Bloomberg, Investments, Financial Services, Portfolio Management, Asset Management, Asset Allocation, Banking, Retirement Planning
Education
University of Phoenix 1996 — 2005
Long Beach City College 1983 — 1985
Peter Ragano's UBS Experience 2007 - 2009
Job Managing Editor/Project Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2011 - Present
Wilton 2007 - 2012
UBS Wealth Management July 2007 - April 2009
UBS 2007 - 2009
Merrill Lynch July 1995 - February 2006
Tillamook County Women's Resource Center 1983 - 1993
Skills
Research, Marketing Communications, Editing, Copywriting, Management, Content Development, Finance
Education
LIU Post 1983 — 1987
Music Performance
JPMorgan Chase 2011 - Present
Wilton 2007 - 2012
UBS Wealth Management July 2007 - April 2009
UBS 2007 - 2009
Merrill Lynch July 1995 - February 2006
Tillamook County Women's Resource Center 1983 - 1993
Skills
Research, Marketing Communications, Editing, Copywriting, Management, Content Development, Finance
Education
LIU Post 1983 — 1987
Music Performance
Elizabeth Wales's UBS Experience September 2004 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS September 2004 - Present
Weston Public Schools September 1994 - June 2004
Education
Lesley University 1994 — 1995
M. Ed, Education
Union College 1988 — 1992
B.A, History & English
UBS September 2004 - Present
Weston Public Schools September 1994 - June 2004
Education
Lesley University 1994 — 1995
M. Ed, Education
Union College 1988 — 1992
B.A, History & English
Thomas Matarazzo's UBS Experience July 2006 - Present
Job Market Area Analyst at
Industry Financial Services
Experience
UBS July 2006 - Present
UBS July 2006 - Present
Education
Lehigh University 1999 — 2003
UBS July 2006 - Present
UBS July 2006 - Present
Education
Lehigh University 1999 — 2003
Julia Valuyeva's UBS Experience 2002 - 2004
Job Algorithmic Trading Quantitative Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Credit Suisse August 2011 - May 2014
Interactive Brokers September 2009 - August 2011
Bear Stearns & J.P. Morgan April 2006 - January 2009
Citigroup 2004 - 2006
UBS 2002 - 2004
IBM T.J. Watson Research Center 2000 - 2002
Skills
Trading Systems, Electronic Trading, Options, Equities, Proprietary Trading, Market Making, Statistical Arbitrage, High Frequency Trading, Interest Rate..., Derivatives, Trading, Trading System, Volatility, Trading Strategies, Series 7, Quantitative Finance, Quantitative Investing, Bloomberg, Best Execution, Transaction Cost..., Data Science, Big Data, Large-scale Data..., Real-time Data, Data Analysis, Data Modeling
Education
Ohio University 1993 — 1999
Ph.D, Mathematics
Lomonosov Moscow State University (MSU) 1987 — 1993
M.S., Mathematics
English Language P.S. 7, Moscow, Russia
Merrill Lynch May 2014 - Present
Credit Suisse August 2011 - May 2014
Interactive Brokers September 2009 - August 2011
Bear Stearns & J.P. Morgan April 2006 - January 2009
Citigroup 2004 - 2006
UBS 2002 - 2004
IBM T.J. Watson Research Center 2000 - 2002
Skills
Trading Systems, Electronic Trading, Options, Equities, Proprietary Trading, Market Making, Statistical Arbitrage, High Frequency Trading, Interest Rate..., Derivatives, Trading, Trading System, Volatility, Trading Strategies, Series 7, Quantitative Finance, Quantitative Investing, Bloomberg, Best Execution, Transaction Cost..., Data Science, Big Data, Large-scale Data..., Real-time Data, Data Analysis, Data Modeling
Education
Ohio University 1993 — 1999
Ph.D, Mathematics
Lomonosov Moscow State University (MSU) 1987 — 1993
M.S., Mathematics
English Language P.S. 7, Moscow, Russia
Tim Crawford's UBS Experience 2005 - 2006
Job Director at Societe Generale
Industry Investment Management
Experience
Société Générale September 2014 - Present
Verto Partners LLC May 2014 - Present
Select Innovation Investments LLC January 2012 - September 2014
ABN AMRO Clearing September 2008 - December 2011
AlphaMetrix Investment Advisors November 2006 - September 2008
UBS 2005 - 2006
Refco 2004 - 2005
ABN AMRO 1995 - 2004
Skills
Asset Management, Alternative Investments, Derivatives, Equities, Investments, Commodities, Securities, Hedge Funds
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance
Lewis University 1987 — 1989
BA, Finance
The University of Akron 1984 — 1986
Finance
Société Générale September 2014 - Present
Verto Partners LLC May 2014 - Present
Select Innovation Investments LLC January 2012 - September 2014
ABN AMRO Clearing September 2008 - December 2011
AlphaMetrix Investment Advisors November 2006 - September 2008
UBS 2005 - 2006
Refco 2004 - 2005
ABN AMRO 1995 - 2004
Skills
Asset Management, Alternative Investments, Derivatives, Equities, Investments, Commodities, Securities, Hedge Funds
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance
Lewis University 1987 — 1989
BA, Finance
The University of Akron 1984 — 1986
Finance
Gary A. Cooper's UBS Experience January 2001 - Present
Job Senior Vice President Wealth Management & Private Wealth Advisor
Industry Financial Services
Experience
UBS January 2001 - Present
JP Morgan FCS 2000 - 2001
PricewaterhouseCoopers 1994 - 2000
Education
Loyola Marymount University 1990 — 1994
Bachelor of Science, Accounting
UBS January 2001 - Present
JP Morgan FCS 2000 - 2001
PricewaterhouseCoopers 1994 - 2000
Education
Loyola Marymount University 1990 — 1994
Bachelor of Science, Accounting
Evelina Katzi's UBS Experience October 2005 - July 2010
Job Associate at JPMorgan Chase & Co.
Industry Management Consulting
Experience
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase & Co. January 2014 - May 2015
The Boston Consulting Group April 2012 - November 2013
Deutsche Bank June 2011 - August 2011
UBS October 2005 - July 2010
Education
London Business School 2010 — 2012
Master of Business Administration (MBA)
The Hong Kong University of Science and Technology
Exchange student
University of Bridgeport 2001 — 2005
Bachelor of Science
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase & Co. January 2014 - May 2015
The Boston Consulting Group April 2012 - November 2013
Deutsche Bank June 2011 - August 2011
UBS October 2005 - July 2010
Education
London Business School 2010 — 2012
Master of Business Administration (MBA)
The Hong Kong University of Science and Technology
Exchange student
University of Bridgeport 2001 — 2005
Bachelor of Science
Matt Masters's UBS Experience 2001 - 2006
Job Manager Operations at Prudential Financial
Industry Financial Services
Experience
Prudential Financial February 2010 - Present
Prudential Investment Management September 2006 - February 2010
UBS Investment Bank 2001 - 2006
UBS Wealth Management 2001 - 2006
UBS Financial Services 2001 - 2006
UBS 2001 - 2006
Jennison Associates 2000 - 2001
Prudential Financial 1997 - 2000
Skills
Fixed Income, Equities, FX, Settlement, Securities, Back Office, Asset Management, Wealth Management, Derivatives, Swaps, Cash, Middle Office, Settlements, Bonds, Stock, Structuring, Loans, Financial Structuring, Financial Markets, Options, FX Options, Capital Markets, Mutual Funds, Financial Risk
Education
Lock Haven University of Pennsylvania 1992 — 1995
Lock Haven University of Pennsylvania 1992 — 1995
Bachelor's degree, Business Administration and Management, General
Prudential Financial February 2010 - Present
Prudential Investment Management September 2006 - February 2010
UBS Investment Bank 2001 - 2006
UBS Wealth Management 2001 - 2006
UBS Financial Services 2001 - 2006
UBS 2001 - 2006
Jennison Associates 2000 - 2001
Prudential Financial 1997 - 2000
Skills
Fixed Income, Equities, FX, Settlement, Securities, Back Office, Asset Management, Wealth Management, Derivatives, Swaps, Cash, Middle Office, Settlements, Bonds, Stock, Structuring, Loans, Financial Structuring, Financial Markets, Options, FX Options, Capital Markets, Mutual Funds, Financial Risk
Education
Lock Haven University of Pennsylvania 1992 — 1995
Lock Haven University of Pennsylvania 1992 — 1995
Bachelor's degree, Business Administration and Management, General
Ronald Schwartz's UBS Experience September 2004 - September 2007
Job President at RJS Proprietary Trading Inc
Industry Financial Services
Experience
RJS Proprietary trading April 2010 - Present
RJS Equity Trading June 2009 - Present
UBS September 2004 - September 2007
UBS Investment Bank 2003 - 2007
Schwab Soundview Capital Markets 1981 - 2004
Schwab Capital Markets 1990 - 2003
Charles Schwab 1980 - 2003
Schwab Capital Markets ( Charles Schwab) 1990 - 2002
Skills
Series 7, Trading, Capital Markets, Equity Trading, Equities, Proprietary Trading, Traders, Series 63, Investments, Options, Hedge Funds, Securities, Trading Systems, Trading Strategies, Investment Banking, Fixed Income, Commodity, Derivatives, Equity Research, FX Options, Electronic Trading, Market Making, Financial Markets, Hedging, Bloomberg, Financial Services, Portfolio Management, Bonds, Alternative Investments, Risk Management, Technical Analysis, Equity Derivatives, Stocks, FINRA, Financial Modeling, ETFs, Series 24, Emerging Markets, Asset Allocation, Asset Management, Investment Strategies, Mutual Funds, Investment Management
Education
Long Island University, Southampton Campus 1970 — 1973
ba, economics
RJS Proprietary trading April 2010 - Present
RJS Equity Trading June 2009 - Present
UBS September 2004 - September 2007
UBS Investment Bank 2003 - 2007
Schwab Soundview Capital Markets 1981 - 2004
Schwab Capital Markets 1990 - 2003
Charles Schwab 1980 - 2003
Schwab Capital Markets ( Charles Schwab) 1990 - 2002
Skills
Series 7, Trading, Capital Markets, Equity Trading, Equities, Proprietary Trading, Traders, Series 63, Investments, Options, Hedge Funds, Securities, Trading Systems, Trading Strategies, Investment Banking, Fixed Income, Commodity, Derivatives, Equity Research, FX Options, Electronic Trading, Market Making, Financial Markets, Hedging, Bloomberg, Financial Services, Portfolio Management, Bonds, Alternative Investments, Risk Management, Technical Analysis, Equity Derivatives, Stocks, FINRA, Financial Modeling, ETFs, Series 24, Emerging Markets, Asset Allocation, Asset Management, Investment Strategies, Mutual Funds, Investment Management
Education
Long Island University, Southampton Campus 1970 — 1973
ba, economics
Michael Colon's UBS Experience June 2004 - June 2006
Job Program manager, Sales and acquisition marketing at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Institutional February 2011 - Present
UBS Wealth Management June 2004 - February 2011
UBS June 2004 - June 2006
UBS 2000 - June 2004
Skills
Marketing, Strategic Financial..., Financial Services, Wealth Management, Relationship Management, Marketing Strategy, Analytics, Digital Marketing, Marketing Communications, Product Management, Retirement Planning, Retirement, Sales
Education
Liberty University 1995 — 1999
BS, Communications
TD Ameritrade Institutional February 2011 - Present
UBS Wealth Management June 2004 - February 2011
UBS June 2004 - June 2006
UBS 2000 - June 2004
Skills
Marketing, Strategic Financial..., Financial Services, Wealth Management, Relationship Management, Marketing Strategy, Analytics, Digital Marketing, Marketing Communications, Product Management, Retirement Planning, Retirement, Sales
Education
Liberty University 1995 — 1999
BS, Communications
Ariel da Silva, CTP's UBS Experience April 1998 - March 1999
Job Senior Vice President and Director of Fixed Income Securities at Oakwood Capital Management LLC
Industry Investment Management
Experience
Oakwood Capital Management LLC June 2014 - Present
City of Los Angeles January 2007 - May 2014
City National Bank October 2001 - January 2007
City National Bank April 1999 - October 2001
UBS April 1998 - March 1999
Skills
Investments, Fixed Income, Asset Allocation, Bonds, Trading, Securities, Asset Managment, Credit, Portfolio Management, Financial Modeling, Valuation, Bloomberg, BondEdge, Cash Management, Cash Flow Forecasting, Municipal Bonds, municipal underwriting, Capital Markets, Asset Management, Structured Finance, Equities, Funding, Alternative Investments, Investment Strategies, Treasury Management, Investment Advisory, Investment Management, Mutual Funds
Education
Loyola Marymount University, College of Business Administration 1995 — 1997
Business, International Business and Finance
Beverly Hills High School 1988 — 1992
Oakwood Capital Management LLC June 2014 - Present
City of Los Angeles January 2007 - May 2014
City National Bank October 2001 - January 2007
City National Bank April 1999 - October 2001
UBS April 1998 - March 1999
Skills
Investments, Fixed Income, Asset Allocation, Bonds, Trading, Securities, Asset Managment, Credit, Portfolio Management, Financial Modeling, Valuation, Bloomberg, BondEdge, Cash Management, Cash Flow Forecasting, Municipal Bonds, municipal underwriting, Capital Markets, Asset Management, Structured Finance, Equities, Funding, Alternative Investments, Investment Strategies, Treasury Management, Investment Advisory, Investment Management, Mutual Funds
Education
Loyola Marymount University, College of Business Administration 1995 — 1997
Business, International Business and Finance
Beverly Hills High School 1988 — 1992
Kelly Teem's UBS Experience January 2003 - May 2003
Job Agent/Broker at Worley Schilling & Randall
Industry Insurance
Experience
Worley Schilling & Randall October 2003 - Present
UBS January 2003 - May 2003
Skills
Legal Liability, Commercial Insurance, Insurance, Health Insurance, Property & Casualty..., Retirement Planning, Investments, Customer Retention, Estate Planning, Term Life Insurance, Underwriting, Life Insurance, Disability Insurance, Financial Planners, Small Business, Workers Compensation, Employee Benefits, Retirement, Fixed Annuities, Commercial Lines, IRAs, Casualty, Brokers, Professional Liability, Inland Marine, Account Management, Long Term Care Insurance, Liability, Risk Management, Umbrella Insurance, Property, Strategic Financial..., Long-term Care, Team Building
Education
Lenoir-Rhyne University 1999 — 2003
BA, Management & Marketing
Worley Schilling & Randall October 2003 - Present
UBS January 2003 - May 2003
Skills
Legal Liability, Commercial Insurance, Insurance, Health Insurance, Property & Casualty..., Retirement Planning, Investments, Customer Retention, Estate Planning, Term Life Insurance, Underwriting, Life Insurance, Disability Insurance, Financial Planners, Small Business, Workers Compensation, Employee Benefits, Retirement, Fixed Annuities, Commercial Lines, IRAs, Casualty, Brokers, Professional Liability, Inland Marine, Account Management, Long Term Care Insurance, Liability, Risk Management, Umbrella Insurance, Property, Strategic Financial..., Long-term Care, Team Building
Education
Lenoir-Rhyne University 1999 — 2003
BA, Management & Marketing
Cindy Stanfill's UBS Experience December 2013 - Present
Job Authorized Officer Operations Product Specialist at UBS
Industry Financial Services
Experience
UBS December 2013 - Present
Solveras Payment Solutions January 2000 - December 2012
ICT Payment Systems January 1999 - December 2000
Skills
Merchant Services, ACH, Payment Card Processing, Credit Cards, Payments, Electronic Payments, Customer Service, Account Management, Debit Cards, Mobile Payments, Strategic Planning, CRM, Process Improvement, Analysis, E-payments, Payment Systems, Management, Cards, Executive Management, Strategic Partnerships, Relationship Management, Gift Cards, E-commerce, Vendor Management, Payment Gateways
Education
Lipscomb University
Business, Mass Communication
Middle Tennessee State University
Business, Mass Communications
UBS December 2013 - Present
Solveras Payment Solutions January 2000 - December 2012
ICT Payment Systems January 1999 - December 2000
Skills
Merchant Services, ACH, Payment Card Processing, Credit Cards, Payments, Electronic Payments, Customer Service, Account Management, Debit Cards, Mobile Payments, Strategic Planning, CRM, Process Improvement, Analysis, E-payments, Payment Systems, Management, Cards, Executive Management, Strategic Partnerships, Relationship Management, Gift Cards, E-commerce, Vendor Management, Payment Gateways
Education
Lipscomb University
Business, Mass Communication
Middle Tennessee State University
Business, Mass Communications
Ginny Couvillon's UBS Experience May 2013 - Present
Job Project Manager at UBS
Industry Financial Services
Experience
UBS May 2013 - Present
UBS September 2010 - August 2013
UBS September 2011 - May 2013
UBS September 2010 - September 2011
UBS August 2007 - August 2008
Office of Public Affairs January 2006 - December 2007
Louisiana State University 2005 - January 2006
Skills
Marketing Communications, Account Management, Business Strategy, Change Management, Leadership, Management, Marketing, Microsoft Office, Project Management, Social Media, Event Planning, Strategic Planning, Event Management, Market Research, Marketing Strategy, Public Relations, Public Speaking, Strategy, Research, Recruiting, Social Media Marketing
Education
The London School of Economics and Political Science (LSE) 2009 — 2010
Master's Degree, International Relations, Pass with Distinction
Mountbatten 2007 — 2008
Cambridge Certificate of International Business, Business/Commerce, General, Pass - Academic Achievement Award
Louisiana State University 2002 — 2006
Bachelor's Degree, Communications and Business, 3.87
UBS May 2013 - Present
UBS September 2010 - August 2013
UBS September 2011 - May 2013
UBS September 2010 - September 2011
UBS August 2007 - August 2008
Office of Public Affairs January 2006 - December 2007
Louisiana State University 2005 - January 2006
Skills
Marketing Communications, Account Management, Business Strategy, Change Management, Leadership, Management, Marketing, Microsoft Office, Project Management, Social Media, Event Planning, Strategic Planning, Event Management, Market Research, Marketing Strategy, Public Relations, Public Speaking, Strategy, Research, Recruiting, Social Media Marketing
Education
The London School of Economics and Political Science (LSE) 2009 — 2010
Master's Degree, International Relations, Pass with Distinction
Mountbatten 2007 — 2008
Cambridge Certificate of International Business, Business/Commerce, General, Pass - Academic Achievement Award
Louisiana State University 2002 — 2006
Bachelor's Degree, Communications and Business, 3.87
Victoria Leonard's UBS Experience 2000 - 2007
Job Financial Consultant and Life Sales at Primerica
Industry Financial Services
Experience
Primerica October 2011 - Present
Everything Boutique Shipping & Mailboxes November 2007 - Present
UBS 2000 - 2007
Business Express September 2002 - October 2005
Merrill Lynch 1996 - 2000
Smith Barney June 1987 - July 1997
KWOX KSIW KZRR 1982 - 1986
Skills
Notary Public, Sales Management, Financial Management, Public Speaking, Small Business, Asset, Accounts Payable, Retirement Planning, Customer Service, Finance, Financial Services, Insurance, Investments, Leadership, Management, Managerial Finance, Portfolio Management, Sales, Selling, Strategic Planning, Team Building, Term Life Insurance
Education
Los Angeles Valley College 1979 — 1981
sm business, Small Business Management/Sociology
Los Angeles Pierce College 1978 — 1979
no, general
Primerica October 2011 - Present
Everything Boutique Shipping & Mailboxes November 2007 - Present
UBS 2000 - 2007
Business Express September 2002 - October 2005
Merrill Lynch 1996 - 2000
Smith Barney June 1987 - July 1997
KWOX KSIW KZRR 1982 - 1986
Skills
Notary Public, Sales Management, Financial Management, Public Speaking, Small Business, Asset, Accounts Payable, Retirement Planning, Customer Service, Finance, Financial Services, Insurance, Investments, Leadership, Management, Managerial Finance, Portfolio Management, Sales, Selling, Strategic Planning, Team Building, Term Life Insurance
Education
Los Angeles Valley College 1979 — 1981
sm business, Small Business Management/Sociology
Los Angeles Pierce College 1978 — 1979
no, general
Joseph Pitter's UBS Experience January 1987 - September 2001
Job Entrepreneur at Zhunrize Zhuncity
Industry Information Technology and Services
Experience
Zhunrize - Zhuncity March 2014 - Present
Entertainment Partners January 2005 - October 2011
UBS January 1987 - September 2001
Skills
Databases, VSAM, Mainframe, Data Migration, Agile Methodologies, SOA, Scrum, UML, Business Strategy, Business Planning, Project Management, Leadership, Consulting, Business Analysis, Requirements Analysis, SDLC, Software Project..., SQL, Vendor Management, Integration, Budgets, Software Development
Education
Long Island University 1997 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services, 3.99
Zhunrize - Zhuncity March 2014 - Present
Entertainment Partners January 2005 - October 2011
UBS January 1987 - September 2001
Skills
Databases, VSAM, Mainframe, Data Migration, Agile Methodologies, SOA, Scrum, UML, Business Strategy, Business Planning, Project Management, Leadership, Consulting, Business Analysis, Requirements Analysis, SDLC, Software Project..., SQL, Vendor Management, Integration, Budgets, Software Development
Education
Long Island University 1997 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services, 3.99
Aimee Longombe's UBS Experience July 2008 - October 2008
Job HR Generalist at Helen Keller International
Industry Human Resources
Experience
Helen Keller International February 2014 - Present
The Atlantic Philanthropies June 2013 - January 2014
Tradeweb December 2008 - April 2013
UBS July 2008 - October 2008
Bowne January 2008 - May 2008
Thomson Financial May 2005 - November 2007
Pace University April 2004 - May 2005
Skills
Strategic Planning, Talent Acquisition, Human Resources, Talent Management, Personnel Management, Leadership, Performance Management, Employee Relations, Organizational..., Recruiting, Employee Benefits, Policy, Applicant Tracking..., Benefits Administration, New Hire Orientations, Onboarding
Education
Long Island University, Brooklyn Campus 1999 — 2001
M.S., Human Resources Management
Temple University 1992 — 1997
B.S., Sport and Recreation Management
Helen Keller International February 2014 - Present
The Atlantic Philanthropies June 2013 - January 2014
Tradeweb December 2008 - April 2013
UBS July 2008 - October 2008
Bowne January 2008 - May 2008
Thomson Financial May 2005 - November 2007
Pace University April 2004 - May 2005
Skills
Strategic Planning, Talent Acquisition, Human Resources, Talent Management, Personnel Management, Leadership, Performance Management, Employee Relations, Organizational..., Recruiting, Employee Benefits, Policy, Applicant Tracking..., Benefits Administration, New Hire Orientations, Onboarding
Education
Long Island University, Brooklyn Campus 1999 — 2001
M.S., Human Resources Management
Temple University 1992 — 1997
B.S., Sport and Recreation Management
Brian Soistmann's UBS Experience July 1999 - March 2003
Job Management Analyst Enrollment Management at Liberty University
Industry Investment Management
Experience
Liberty University April 2011 - Present
Charles Schwab April 2010 - April 2011
Soistmann Putney Financial Group March 2003 - March 2010
UBS July 1999 - March 2003
Merrill Lynch October 1996 - July 1999
Thomas Nelson Publishers May 1990 - August 1995
Skills
Customer Service, Finance, Financial Advisory, Investments, Leadership, Leadership Development, Management, Marketing, Microsoft Excel, Microsoft Office, Mutual Funds, Portfolio Management, Process Improvement, Program Management, Project Management, Public Speaking, Recruiting, Retirement, Risk Management, Selling, Strategic Financial..., Strategic Planning, Training, Financial Planning
Education
Liberty University 2012 — 2015
EdS, Educational Leadership
Temple University - Fox School of Business and Management 1996 — 2000
MBA, Finance
Liberty University 1988 — 1991
BS, Finance
Liberty University April 2011 - Present
Charles Schwab April 2010 - April 2011
Soistmann Putney Financial Group March 2003 - March 2010
UBS July 1999 - March 2003
Merrill Lynch October 1996 - July 1999
Thomas Nelson Publishers May 1990 - August 1995
Skills
Customer Service, Finance, Financial Advisory, Investments, Leadership, Leadership Development, Management, Marketing, Microsoft Excel, Microsoft Office, Mutual Funds, Portfolio Management, Process Improvement, Program Management, Project Management, Public Speaking, Recruiting, Retirement, Risk Management, Selling, Strategic Financial..., Strategic Planning, Training, Financial Planning
Education
Liberty University 2012 — 2015
EdS, Educational Leadership
Temple University - Fox School of Business and Management 1996 — 2000
MBA, Finance
Liberty University 1988 — 1991
BS, Finance
Deirdre Schoen's UBS Experience Group Manager Account OpeningUBS Financial Services2008 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS Group Manager Account OpeningUBS Financial Services2008 - Present
Skills
Strategic Planning, Superior Client Service, Process Design, Pragmatic
Education
Long Island University, C.W. Post Campus
Bachelor of Science (BS), Accounting
UBS Group Manager Account OpeningUBS Financial Services2008 - Present
Skills
Strategic Planning, Superior Client Service, Process Design, Pragmatic
Education
Long Island University, C.W. Post Campus
Bachelor of Science (BS), Accounting
Louis Yip's UBS Experience September 1997 - April 2009
Job Senior Associate at UBS Wealth Management
Industry Financial Services
Experience
The Enosys Group June 2009 - April 2010
UBS September 1997 - April 2009
SEER Technologies 1990 - 1997
COMPUTER ASSOCIATES 1988 - 1990
ONLINE SOFTWARE INTERNATIONAL 1987 - 1988
Education
LIU Brooklyn 1983 — 1987
MBA, Computer Science
New York University 1978 — 1982
BA, Computer Science
The Enosys Group June 2009 - April 2010
UBS September 1997 - April 2009
SEER Technologies 1990 - 1997
COMPUTER ASSOCIATES 1988 - 1990
ONLINE SOFTWARE INTERNATIONAL 1987 - 1988
Education
LIU Brooklyn 1983 — 1987
MBA, Computer Science
New York University 1978 — 1982
BA, Computer Science
Steve Landowne, CFA's UBS Experience September 1997 - May 2003
Job Credit Risk Management
Industry Oil & Energy
Experience
Noble Group July 2010 - August 2015
RBS Sempra Commodities January 2010 - June 2010
RNK Capital, LLC March 2008 - April 2009
XL Capital May 2003 - February 2008
UBS September 1997 - May 2003
Koch Industries 1994 - 1997
Oak Investment Partners 1991 - 1994
Skills
Finance, Risk Management, Derivatives, Portfolio Management, Financial Modeling
Education
Lehigh University
B.S., Mechanical Engineering
University of Connecticut
M.B.A., Finance
Noble Group July 2010 - August 2015
RBS Sempra Commodities January 2010 - June 2010
RNK Capital, LLC March 2008 - April 2009
XL Capital May 2003 - February 2008
UBS September 1997 - May 2003
Koch Industries 1994 - 1997
Oak Investment Partners 1991 - 1994
Skills
Finance, Risk Management, Derivatives, Portfolio Management, Financial Modeling
Education
Lehigh University
B.S., Mechanical Engineering
University of Connecticut
M.B.A., Finance
Lee Blount's UBS Experience October 2008 - Present
Job CFP®, CIMA®, Wealth Advisor, VP of Wealth Management
Industry Financial Services
Experience
UBS October 2008 - Present
Morgan Stanley August 1995 - October 2008
Skills
Finance, Management, Wealth Management
Education
Loma Linda University 1995 — 1997
MPH, Public Health
The University of New Mexico
Bachelor of Science, Life Sciences and Secondary Education
UBS October 2008 - Present
Morgan Stanley August 1995 - October 2008
Skills
Finance, Management, Wealth Management
Education
Loma Linda University 1995 — 1997
MPH, Public Health
The University of New Mexico
Bachelor of Science, Life Sciences and Secondary Education
Danielle Testa's UBS Experience June 2007 - August 2007
Job Manager at Ernst & Young
Industry Real Estate
Experience
Ernst & Young September 2008 - Present
UBS June 2007 - August 2007
Skills
Valuation, Real Estate Transactions, CMBS, Due Diligence, Underwriting, Commercial Real Estate, Real Estate Economics, Purchase Price..., Leasehold, Market Research, Appraisal Reviews, Lease Abstracts, Finance, Real Estate Tax Analysis, DCF Valuation, Sales Comparison..., Cost Approach Valuation
Education
Lehigh University - College of Business and Economics 2004 — 2008
B.S., Finance
Academy for Business & Computer Technology 2000 — 2004
High School, Business & Computer Technology
Ernst & Young September 2008 - Present
UBS June 2007 - August 2007
Skills
Valuation, Real Estate Transactions, CMBS, Due Diligence, Underwriting, Commercial Real Estate, Real Estate Economics, Purchase Price..., Leasehold, Market Research, Appraisal Reviews, Lease Abstracts, Finance, Real Estate Tax Analysis, DCF Valuation, Sales Comparison..., Cost Approach Valuation
Education
Lehigh University - College of Business and Economics 2004 — 2008
B.S., Finance
Academy for Business & Computer Technology 2000 — 2004
High School, Business & Computer Technology
Rourke Feerick's UBS Experience September 2010 - July 2011
Job Equipment Manager at LSE Crane & Transportation
Industry Oil & Energy
Experience
LSE Crane and Transportation May 2013 - Present
Dynamic Industries April 2012 - May 2013
Dynamic Industries December 2011 - April 2012
UBS September 2010 - July 2011
Skills
Microsoft Excel, Contract Management, Microsoft Office, Energy, Construction, Project Planning, Microsoft Word, Budgets, Risk Management, PowerPoint, Project Management, Primavera P6, Coreworx Data..., Quatred Inventory..., Mentoring New Hires, Project Coordination, Cost Management, Data Management, Financial Modeling, Financial Risk, Financial Markets, Business Relationship..., Managing Meetings, Managing Workflow, Engineering, Project Engineering, AutoCAD, Finance, Process Scheduler, Supervisory Skills, Contract Negotiation, Procurement, MS Project
Education
Loyola University New Orleans 2009 — 2010
Masters, Masters in Business Administration
Louisiana State University 2005 — 2009
Bachelor of Science (B.S.), Construction Management and Business Administration
LSE Crane and Transportation May 2013 - Present
Dynamic Industries April 2012 - May 2013
Dynamic Industries December 2011 - April 2012
UBS September 2010 - July 2011
Skills
Microsoft Excel, Contract Management, Microsoft Office, Energy, Construction, Project Planning, Microsoft Word, Budgets, Risk Management, PowerPoint, Project Management, Primavera P6, Coreworx Data..., Quatred Inventory..., Mentoring New Hires, Project Coordination, Cost Management, Data Management, Financial Modeling, Financial Risk, Financial Markets, Business Relationship..., Managing Meetings, Managing Workflow, Engineering, Project Engineering, AutoCAD, Finance, Process Scheduler, Supervisory Skills, Contract Negotiation, Procurement, MS Project
Education
Loyola University New Orleans 2009 — 2010
Masters, Masters in Business Administration
Louisiana State University 2005 — 2009
Bachelor of Science (B.S.), Construction Management and Business Administration
Liz Phillips's UBS Experience September 2012 - Present
Job Director, Leadership, Talent, Performance and Diversity at UBS
Industry Human Resources
Experience
UBS September 2012 - Present
Flourish HR June 2008 - September 2012
UBS December 1999 - January 2008
Education
London South Bank University 1998 — 2000
Master of Science (MSc), Human Resources Development
London South Bank University 1996 — 1998
Post Graduate Diploma, Human Resources Development
University of Southampton 1992 — 1995
B.A. Modern History & Politics
UBS September 2012 - Present
Flourish HR June 2008 - September 2012
UBS December 1999 - January 2008
Education
London South Bank University 1998 — 2000
Master of Science (MSc), Human Resources Development
London South Bank University 1996 — 1998
Post Graduate Diploma, Human Resources Development
University of Southampton 1992 — 1995
B.A. Modern History & Politics
Christopher Niemynski's UBS Experience May 2010 - August 2010
Job Risk Management
Industry Market Research
Experience
First Data Corporation March 2011 - Present
UBS May 2010 - August 2010
Skills
Marketing Research, Market Research, Quantitative Research, Primary Research, Consumer Behaviour, Customer Insight, Competitive Intelligence, Focus Groups, Advertising Research, Sales, Microsoft Excel, Data Analysis, Questionnaire Design
Education
Long Island University 2010 — 2012
Master's degree, MBA
First Data Corporation March 2011 - Present
UBS May 2010 - August 2010
Skills
Marketing Research, Market Research, Quantitative Research, Primary Research, Consumer Behaviour, Customer Insight, Competitive Intelligence, Focus Groups, Advertising Research, Sales, Microsoft Excel, Data Analysis, Questionnaire Design
Education
Long Island University 2010 — 2012
Master's degree, MBA
Jeffrey Lichtstein's UBS Experience April 2014 - Present
Job Diector at UBS
Industry Financial Services
Experience
UBS April 2014 - Present
UBS June 2007 - April 2014
UBS August 2004 - June 2007
UBS January 2001 - August 2004
Prudential Financial October 1998 - January 2001
New York Mets December 1995 - October 1998
Skills
Series 7, Series 63, Series 65, Life & Health Insurance...
Education
Rutgers School of Law 1992 — 1994
Juris Doctor (J.D.), Law
Lehigh University - College of Business and Economics 1987 — 1991
Bachelor's Degree, Marketing
UBS April 2014 - Present
UBS June 2007 - April 2014
UBS August 2004 - June 2007
UBS January 2001 - August 2004
Prudential Financial October 1998 - January 2001
New York Mets December 1995 - October 1998
Skills
Series 7, Series 63, Series 65, Life & Health Insurance...
Education
Rutgers School of Law 1992 — 1994
Juris Doctor (J.D.), Law
Lehigh University - College of Business and Economics 1987 — 1991
Bachelor's Degree, Marketing
Jennifer Smiri's UBS Experience February 2003 - August 2003
Job Senior Staff Assistant at J. Paul Getty Trust
Industry Museums and Institutions
Experience
J. Paul Getty Trust November 2014 - Present
J. Paul Getty Trust July 2012 - November 2014
J. Paul Getty Trust April 2011 - July 2012
J. Paul Getty Museum July 2008 - April 2011
J. Paul Getty Museum January 2007 - July 2008
UBS February 2003 - August 2003
Skills
Museums, Museum Education, Museum Collections, Art History, History, Customer Service, People Skills, Telephone Skills, Cash Handling Experience, Cash Handling, Invoice Processing, ImageNow, Accounting Information..., PeopleSoft Financial, PeopleSoft, Kronos WFC, Kronos, Groupwise, Ticketing, Ticket Sales, Patron Edge, Microsoft Office, Microsoft Word, Microsoft Excel, Call Centers, Volunteer Management, Parking, SKIDATA, IPARCS, Cashiering, Supervisory Skills, Communication Skills, Interpersonal Skill, Analytical Skills, Multitasking Skills, Customer Relations, Ticketing Software, Event Ticketing, Crowd Control, Events, Special Events, Corporate Events
Education
UCLA 2003 — 2005
Bachelor of Arts (B.A.), History/Art History
Los Angeles Pierce College 1999 — 2003
St, Genevieve High School 1995 — 1999
J. Paul Getty Trust November 2014 - Present
J. Paul Getty Trust July 2012 - November 2014
J. Paul Getty Trust April 2011 - July 2012
J. Paul Getty Museum July 2008 - April 2011
J. Paul Getty Museum January 2007 - July 2008
UBS February 2003 - August 2003
Skills
Museums, Museum Education, Museum Collections, Art History, History, Customer Service, People Skills, Telephone Skills, Cash Handling Experience, Cash Handling, Invoice Processing, ImageNow, Accounting Information..., PeopleSoft Financial, PeopleSoft, Kronos WFC, Kronos, Groupwise, Ticketing, Ticket Sales, Patron Edge, Microsoft Office, Microsoft Word, Microsoft Excel, Call Centers, Volunteer Management, Parking, SKIDATA, IPARCS, Cashiering, Supervisory Skills, Communication Skills, Interpersonal Skill, Analytical Skills, Multitasking Skills, Customer Relations, Ticketing Software, Event Ticketing, Crowd Control, Events, Special Events, Corporate Events
Education
UCLA 2003 — 2005
Bachelor of Arts (B.A.), History/Art History
Los Angeles Pierce College 1999 — 2003
St, Genevieve High School 1995 — 1999
Perry Gold's UBS Experience June 2007 - August 2007
Job Internet Equity Research Associate at MoffettNathanson LLC
Industry Investment Management
Experience
MoffettNathanson LLC April 2015 - Present
Goldman Sachs December 2012 - April 2015
Barclays Capital July 2010 - December 2012
Sanford C. Bernstein June 2008 - July 2010
UBS June 2007 - August 2007
Skills
Equity Research, Valuation, Financial Modeling, Equities, Equity Valuation, Financial Analysis, Investments, Asset Management, Portfolio Management, Series 7, Finance, Microsoft Office, Due Diligence, Series 63, Series 86, Series 87, FactSet, ThomsonOne, Strategy
Education
Lehigh University 2003 — 2008
BS, Finance, Computer Science
Stuyvesant High School 1999 — 2003
MoffettNathanson LLC April 2015 - Present
Goldman Sachs December 2012 - April 2015
Barclays Capital July 2010 - December 2012
Sanford C. Bernstein June 2008 - July 2010
UBS June 2007 - August 2007
Skills
Equity Research, Valuation, Financial Modeling, Equities, Equity Valuation, Financial Analysis, Investments, Asset Management, Portfolio Management, Series 7, Finance, Microsoft Office, Due Diligence, Series 63, Series 86, Series 87, FactSet, ThomsonOne, Strategy
Education
Lehigh University 2003 — 2008
BS, Finance, Computer Science
Stuyvesant High School 1999 — 2003
Arlen Oharonian's UBS Experience June 2013 - December 2013
Job Recruiter at Eze Castle Integration
Industry Information Technology and Services
Experience
Eze Castle Integration January 2014 - Present
UBS June 2013 - December 2013
XpresSpa November 2012 - April 2013
Tata Consultancy Services July 2011 - October 2012
Skills
Talent Acquisition, Talent Management, Organizational..., Human Resources, Recruiting, Onboarding, Employee Relations, Sourcing, Screening Resumes, Applicant Tracking..., College Recruiting, Interviews, Succession Planning, Internet Recruiting, Performance Management, Hiring, Passive Candidate..., Full-life Cycle..., Behavioral Interviewing, LinkedIn Recruiter, Employee Engagement, Workforce Planning, Technical Recruiting, Employer Branding
Education
University of New Haven 2009 — 2011
MA, Industrial/Organizational Psychology
Liberty University 2006 — 2009
BS, Industrial/Organizational Psychology
Eze Castle Integration January 2014 - Present
UBS June 2013 - December 2013
XpresSpa November 2012 - April 2013
Tata Consultancy Services July 2011 - October 2012
Skills
Talent Acquisition, Talent Management, Organizational..., Human Resources, Recruiting, Onboarding, Employee Relations, Sourcing, Screening Resumes, Applicant Tracking..., College Recruiting, Interviews, Succession Planning, Internet Recruiting, Performance Management, Hiring, Passive Candidate..., Full-life Cycle..., Behavioral Interviewing, LinkedIn Recruiter, Employee Engagement, Workforce Planning, Technical Recruiting, Employer Branding
Education
University of New Haven 2009 — 2011
MA, Industrial/Organizational Psychology
Liberty University 2006 — 2009
BS, Industrial/Organizational Psychology
Gerald Salemi's UBS Experience July 2007 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS July 2007 - Present
UBS Financial Services 2007 - Present
Skills
Risk Management, Fixed Income, Wealth Management, Investment Banking, Investments, Capital Markets, Securities, Derivatives, Equities, Portfolio Management, Hedge Funds, Banking
Education
LIU Brooklyn 1966 — 1970
Bachelor of Science, Accounting and Finance
UBS July 2007 - Present
UBS Financial Services 2007 - Present
Skills
Risk Management, Fixed Income, Wealth Management, Investment Banking, Investments, Capital Markets, Securities, Derivatives, Equities, Portfolio Management, Hedge Funds, Banking
Education
LIU Brooklyn 1966 — 1970
Bachelor of Science, Accounting and Finance
Robert Mulholland's UBS Experience Senior Vice PresidentMerrill Lynch1979 - 2005
Job Group Managing Director at UBS
Industry Financial Services
Experience
UBS Senior Vice PresidentMerrill Lynch1979 - 2005
Education
Lehigh University
Management and Marketing
UBS Senior Vice PresidentMerrill Lynch1979 - 2005
Education
Lehigh University
Management and Marketing
Victor Atkisson's UBS Experience January 2006 - Present
Job Client Resolution Specialist at UBS
Industry Financial Services
Experience
UBS January 2006 - Present
Driver's Way June 2004 - August 2005
New York Life Insurance Company June 2001 - May 2004
Skills
Series 7, Wealth Management, Series 63, Trading Systems, Securities
Education
Lipscomb University 2001 — 2012
MTS, Theological and Ministerial Studies
Samford University 1996 — 2000
BSBA, Business Administration and Management, General
UBS January 2006 - Present
Driver's Way June 2004 - August 2005
New York Life Insurance Company June 2001 - May 2004
Skills
Series 7, Wealth Management, Series 63, Trading Systems, Securities
Education
Lipscomb University 2001 — 2012
MTS, Theological and Ministerial Studies
Samford University 1996 — 2000
BSBA, Business Administration and Management, General
Eric Gillman's UBS Experience June 2007 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS June 2007 - Present
Grant Thornton LLP December 2005 - May 2007
Margolin, Winer & Evens LLP January 2004 - September 2005
Prudential Securities November 2000 - November 2003
Morgan Stanley Smith Barney July 1995 - November 2000
Skills
Hedge Funds, Finance, Investments, Tax, SEC filings, Financial Advisory, Alternative Investments, Equities, Fixed Income, Asset Management, Fund Of Funds, Private Equity, Valuation, Portfolio Management, Internal Controls, Capital Markets, Accounting, Financial Analysis, Derivatives, Securities
Education
Long Island University, C.W. Post Campus 1989 — 1993
Bachelor of Science (BS), Finance with a Major equivalent in Accounting
UBS June 2007 - Present
Grant Thornton LLP December 2005 - May 2007
Margolin, Winer & Evens LLP January 2004 - September 2005
Prudential Securities November 2000 - November 2003
Morgan Stanley Smith Barney July 1995 - November 2000
Skills
Hedge Funds, Finance, Investments, Tax, SEC filings, Financial Advisory, Alternative Investments, Equities, Fixed Income, Asset Management, Fund Of Funds, Private Equity, Valuation, Portfolio Management, Internal Controls, Capital Markets, Accounting, Financial Analysis, Derivatives, Securities
Education
Long Island University, C.W. Post Campus 1989 — 1993
Bachelor of Science (BS), Finance with a Major equivalent in Accounting
Haewon Chun's UBS Experience June 2010 - June 2010
Job Recent Graduate
Industry Management Consulting
Experience
Baur au Lac 2015 - Present
Deutsche Bank September 2012 - March 2013
BNP Paribas June 2012 - August 2012
MMF LLC January 2012 - May 2012
UBS June 2010 - June 2010
Education
Robert Gordon University 2014 — 2015
global management
Lehigh University - College of Business and Economics 2009 — 2013
Business management, Management
Hanyoung foreign language highschool 2006 — 2009
English Language and Literature/Letters, High School
Baur au Lac 2015 - Present
Deutsche Bank September 2012 - March 2013
BNP Paribas June 2012 - August 2012
MMF LLC January 2012 - May 2012
UBS June 2010 - June 2010
Education
Robert Gordon University 2014 — 2015
global management
Lehigh University - College of Business and Economics 2009 — 2013
Business management, Management
Hanyoung foreign language highschool 2006 — 2009
English Language and Literature/Letters, High School
Mary Korbos's UBS Experience 2008 - 2008
Job Accounts Receivable at Stanley Security Solutions
Industry Security and Investigations
Experience
Stanley Security Solutions October 2009 - Present
Great American Payment Systems May 2009 - July 2009
Lewis University September 2005 - May 2009
Levy Restaurants 2006 - 2009
UBS 2008 - 2008
Occu Sport Physical Therapy 2003 - 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Accounts Receivable, Outlook, QuickBooks, Customer Service, Microsoft Office, Accounts Payable, Budgets, Accounting, Data Entry, Spreadsheets, Inventory Management, Teamwork
Education
Lewis University 2005 — 2009
Bachelor's degree, Accounting and Finance
Stanley Security Solutions October 2009 - Present
Great American Payment Systems May 2009 - July 2009
Lewis University September 2005 - May 2009
Levy Restaurants 2006 - 2009
UBS 2008 - 2008
Occu Sport Physical Therapy 2003 - 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Accounts Receivable, Outlook, QuickBooks, Customer Service, Microsoft Office, Accounts Payable, Budgets, Accounting, Data Entry, Spreadsheets, Inventory Management, Teamwork
Education
Lewis University 2005 — 2009
Bachelor's degree, Accounting and Finance
Bruce Lyle's UBS Experience 2001 - 2011
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2011 - Present
UBS 2001 - 2011
Thomas Weisel Partners January 2000 - November 2001
Education
University of San Diego 1981 — 1984
Bachelor of Arts with Honors, Economics
London Business School 1984 — 1985
Sabino High School
J.P. Morgan January 2011 - Present
UBS 2001 - 2011
Thomas Weisel Partners January 2000 - November 2001
Education
University of San Diego 1981 — 1984
Bachelor of Arts with Honors, Economics
London Business School 1984 — 1985
Sabino High School
Richard Crescenzo's UBS Experience November 1999 - January 2002
Job Vice President at Capitol Securities Management Inc.
Industry Financial Services
Experience
Capitol Securities Management Inc. January 2012 - Present
Oppenheimer & Co. August 2006 - December 2012
Wells Fargo January 2002 - January 2006
UBS November 1999 - January 2002
Smith Barney September 1987 - November 1999
Education
Long Island University, C.W. Post Campus 1980 — 1983
Finance, Accounting and Philosophy.
The Ohio State University 1978 — 1980
Accounting and Finance
Capitol Securities Management Inc. January 2012 - Present
Oppenheimer & Co. August 2006 - December 2012
Wells Fargo January 2002 - January 2006
UBS November 1999 - January 2002
Smith Barney September 1987 - November 1999
Education
Long Island University, C.W. Post Campus 1980 — 1983
Finance, Accounting and Philosophy.
The Ohio State University 1978 — 1980
Accounting and Finance
Kevin Cabralis's UBS Experience June 2010 - Present
Job Business Analyst at UBS
Industry Financial Services
Experience
UBS June 2010 - Present
Education
Long Island University, Brooklyn Campus
Bachelor of Science (BS), Finance and Management
UBS June 2010 - Present
Education
Long Island University, Brooklyn Campus
Bachelor of Science (BS), Finance and Management
David Gassman's UBS Experience June 2006 - August 2008
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 2010 - Present
Capco December 2009 - August 2010
Dresdner Kleinwort Wasserstein August 2008 - December 2009
UBS June 2006 - August 2008
Deutsche Bank March 2002 - June 2006
Lazard Asset Management October 1997 - June 2002
Skills
Risk Management, Derivatives, Business Analysis, Tax, Tax Advisory, International Tax, Tax Treaties, International Tax..., FATCA, Cost Basis Reporting, Alternative, Transaction Tax, Business Strategy, New Business Development, Relationship Management, Business Requirements, Business Process..., Change Management, Project Management, Agile Project Management, Corporate Actions, Class Actions, Operations Management, Team Leadership, Process Improvement, Regulatory Requirements, Business Continuity, Asset Management, Mentoring, Recruiting, Management Consulting, Global Custody, Financial Markets, Accounting, Lean Management, Six Sigma, Signavio, Blueprint
Education
Long Island University, Brooklyn Campus 2006 — 2008
Master of Business Administration (MBA), Taxation
St. John's University 1997 — 2002
Bachelor of Science (BS), Accounting and Finance
Goldman Sachs August 2010 - Present
Capco December 2009 - August 2010
Dresdner Kleinwort Wasserstein August 2008 - December 2009
UBS June 2006 - August 2008
Deutsche Bank March 2002 - June 2006
Lazard Asset Management October 1997 - June 2002
Skills
Risk Management, Derivatives, Business Analysis, Tax, Tax Advisory, International Tax, Tax Treaties, International Tax..., FATCA, Cost Basis Reporting, Alternative, Transaction Tax, Business Strategy, New Business Development, Relationship Management, Business Requirements, Business Process..., Change Management, Project Management, Agile Project Management, Corporate Actions, Class Actions, Operations Management, Team Leadership, Process Improvement, Regulatory Requirements, Business Continuity, Asset Management, Mentoring, Recruiting, Management Consulting, Global Custody, Financial Markets, Accounting, Lean Management, Six Sigma, Signavio, Blueprint
Education
Long Island University, Brooklyn Campus 2006 — 2008
Master of Business Administration (MBA), Taxation
St. John's University 1997 — 2002
Bachelor of Science (BS), Accounting and Finance
Julie McSweeney Alexander, AAMS's UBS Experience 2001 - 2004
Job Associate Vice President Investments, Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James 2006 - Present
The Private Bank of Bank of America 2004 - 2006
UBS 2001 - 2004
Education
Louisiana State University 1989 — 1994
Bachelor's degree
St. Mary's Dominican High School 1985 — 1989
Raymond James 2006 - Present
The Private Bank of Bank of America 2004 - 2006
UBS 2001 - 2004
Education
Louisiana State University 1989 — 1994
Bachelor's degree
St. Mary's Dominican High School 1985 — 1989
Jacque Kuchta's UBS Experience January 2012 - Present
Job Sr. Vice PresidentWealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2012 - Present
Merrill Lynch February 1988 - January 2012
Skills
Investments, Portfolio Management, Wealth Management, Fixed Income, Asset Management, Private Banking, Trading, FX Options, Equities, Loans, Corporate Finance, Financial Modeling, Relationship Management, Commercial Banking, Credit, Banking, High Net Worth..., Retirement, Investment Management
Education
Louisiana State University
UBS January 2012 - Present
Merrill Lynch February 1988 - January 2012
Skills
Investments, Portfolio Management, Wealth Management, Fixed Income, Asset Management, Private Banking, Trading, FX Options, Equities, Loans, Corporate Finance, Financial Modeling, Relationship Management, Commercial Banking, Credit, Banking, High Net Worth..., Retirement, Investment Management
Education
Louisiana State University
Doya williams's UBS Experience September 2004 - Present
Job Financial Services Professional
Industry Financial Services
Experience
UBS September 2004 - Present
UBS 2004 - 2012
Skills
Operations, PeopleSoft, Consultworks, Client Account Inquiry, Microsoft Office
Education
College of New Rochelle 2001 — 2005
B.A, Psychology
Long Island University, Brooklyn Campus
UBS September 2004 - Present
UBS 2004 - 2012
Skills
Operations, PeopleSoft, Consultworks, Client Account Inquiry, Microsoft Office
Education
College of New Rochelle 2001 — 2005
B.A, Psychology
Long Island University, Brooklyn Campus
Jerome O'Connor's UBS Experience 1996 - October 2013
Job Senior Lease Analyst at Cushman & Wakefield, Inc. @ UBS
Industry Financial Services
Experience
Cushman & Wakefield, Inc. @ UBS October 2013 - Present
UBS 1996 - October 2013
Skills
Due Diligence, Asset Management, Financial Analysis, Equities, Portfolio Management, Capital Markets, Financial Modeling, Investment Banking, Banking, Investments
Education
LIU Brooklyn
Master of Arts (M.A.), Economics
New York University Real Estate Institute
Diploma Real Estate Analysis and Appraisal, Real Estate Analysis and Appraisal
Niagara University
Bachelor of Science (BSc), Commerce
Cushman & Wakefield, Inc. @ UBS October 2013 - Present
UBS 1996 - October 2013
Skills
Due Diligence, Asset Management, Financial Analysis, Equities, Portfolio Management, Capital Markets, Financial Modeling, Investment Banking, Banking, Investments
Education
LIU Brooklyn
Master of Arts (M.A.), Economics
New York University Real Estate Institute
Diploma Real Estate Analysis and Appraisal, Real Estate Analysis and Appraisal
Niagara University
Bachelor of Science (BSc), Commerce
Jeff Zeitler's UBS Experience June 2007 - May 2009
Job Shyp Satellite
Industry Consumer Services
Experience
Shyp February 2015 - Present
The Bubble Lounge June 2014 - March 2015
Crosstown February 2013 - April 2014
eBay Advertising September 2009 - February 2013
Morgan Stanley Wealth Management March 2012 - September 2012
UBS June 2007 - May 2009
TD Ameritrade February 2005 - June 2006
Chase July 2001 - April 2004
Skills
Customer Experience, Asset Allocation, Portfolio Assessment, Financial Advisory, Stock Trading, Banking, Brokerage, Relationship Management, Stocks, Mutual Funds, Options, Finance, Financial Risk, Investments, Trading, Bonds, Customer Service, Financial Services, Fixed Income, Leadership, Securities, Portfolio Management, Series 63, Series 7
Education
LIU Brooklyn 1998 — 1999
Marketing/Marketing Management
Saint Peter's University 1996 — 1998
Marketing
Shyp February 2015 - Present
The Bubble Lounge June 2014 - March 2015
Crosstown February 2013 - April 2014
eBay Advertising September 2009 - February 2013
Morgan Stanley Wealth Management March 2012 - September 2012
UBS June 2007 - May 2009
TD Ameritrade February 2005 - June 2006
Chase July 2001 - April 2004
Skills
Customer Experience, Asset Allocation, Portfolio Assessment, Financial Advisory, Stock Trading, Banking, Brokerage, Relationship Management, Stocks, Mutual Funds, Options, Finance, Financial Risk, Investments, Trading, Bonds, Customer Service, Financial Services, Fixed Income, Leadership, Securities, Portfolio Management, Series 63, Series 7
Education
LIU Brooklyn 1998 — 1999
Marketing/Marketing Management
Saint Peter's University 1996 — 1998
Marketing
Vicki Herbert's UBS Experience August 2000 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS August 2000 - Present
Skills
Wealth Management
Education
Louisiana State University 1966 — 1971
Bachelor of Arts (B.A.), Journalism
Newman
K through 12
UBS August 2000 - Present
Skills
Wealth Management
Education
Louisiana State University 1966 — 1971
Bachelor of Arts (B.A.), Journalism
Newman
K through 12
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.