UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
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UBS Employees
Employee
Years
Job
Industry
Graham Medak Graham Medak's UBS Experience January 2012 - June 2012
Job Business Analyst at GE Antares Capital
Industry Financial Services
Experience
GE Antares Capital April 2015 - Present
GE Capital April 2014 - March 2015
GE Capital July 2012 - March 2014
UBS January 2012 - June 2012
UBS July 2011 - December 2011
Telos Asset Management LLC June 2010 - August 2010
Skills
Valuation, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Asset Management, Bloomberg, Fixed Income, Equities, Capital Markets, Corporate Finance
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA), Finance, General
Loyola University of Chicago 2008 — 2012
BS, Economics, Finance, Information Systems
GE Antares Capital April 2015 - Present
GE Capital April 2014 - March 2015
GE Capital July 2012 - March 2014
UBS January 2012 - June 2012
UBS July 2011 - December 2011
Telos Asset Management LLC June 2010 - August 2010
Skills
Valuation, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Asset Management, Bloomberg, Fixed Income, Equities, Capital Markets, Corporate Finance
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA), Finance, General
Loyola University of Chicago 2008 — 2012
BS, Economics, Finance, Information Systems
Gregory Blount Gregory Blount's UBS Experience January 2011 - September 2011
Job Commercial Banking Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2014 - Present
Wells Fargo July 2014 - December 2014
Wells Fargo December 2011 - July 2014
University of Southern California - Center for Risk and Economic Analysis of Terrorism Events July 2011 - December 2011
UBS January 2011 - September 2011
Skills
Financial Analysis, Banking, Credit, Financial Modeling, Credit Analysis, Loans, Portfolio Management, Finance, Credit Risk, Corporate Finance, Risk Management, Mortgage Lending, Commercial Banking, Capital Markets, Leadership
Education
University of Southern California - Marshall School of Business 2008 — 2011
B.S., Business Administration: Financial Analysis and Valuation
Manhattanville College 2007 — 2008
Bachelor of Science (B.S.), Business Administration and Finance
Wells Fargo December 2014 - Present
Wells Fargo July 2014 - December 2014
Wells Fargo December 2011 - July 2014
University of Southern California - Center for Risk and Economic Analysis of Terrorism Events July 2011 - December 2011
UBS January 2011 - September 2011
Skills
Financial Analysis, Banking, Credit, Financial Modeling, Credit Analysis, Loans, Portfolio Management, Finance, Credit Risk, Corporate Finance, Risk Management, Mortgage Lending, Commercial Banking, Capital Markets, Leadership
Education
University of Southern California - Marshall School of Business 2008 — 2011
B.S., Business Administration: Financial Analysis and Valuation
Manhattanville College 2007 — 2008
Bachelor of Science (B.S.), Business Administration and Finance
Bryan McCarthy Bryan McCarthy's UBS Experience June 2012 - August 2012
Job Communications Planner, Mediacom
Industry Marketing and Advertising
Kristin Papierski Kristin Papierski's UBS Experience May 2012 - November 2012
Job Consultant Project Controller at Deloitte
Industry Financial Services
Experience
Deloitte August 2014 - Present
Deloitte August 2013 - August 2014
UBS May 2012 - November 2012
Chicago Red Stars June 2010 - August 2010
Skills
Time Management, PowerPoint, Leadership, Microsoft Word, Teamwork, Interpersonal..., Organization, Microsoft Excel, Financial Analysis, Budgeting & Forecasting, Project Management
Education
Loyola University of Chicago 2009 — 2013
BBA, Finance, General
Deloitte August 2014 - Present
Deloitte August 2013 - August 2014
UBS May 2012 - November 2012
Chicago Red Stars June 2010 - August 2010
Skills
Time Management, PowerPoint, Leadership, Microsoft Word, Teamwork, Interpersonal..., Organization, Microsoft Excel, Financial Analysis, Budgeting & Forecasting, Project Management
Education
Loyola University of Chicago 2009 — 2013
BBA, Finance, General
Megan MacGowan, CFA, CFP's UBS Experience January 2012 - Present
Job Account Vice President Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS January 2012 - Present
Morgan Stanley January 2004 - January 2012
Education
Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP)
Chartered Mutual Fund Counselor (CMFC)
Lynn University 2005 — 2006
Master of Business Administration (MBA), Financial Valuation and Investment Management
Lynn University 2001 — 2003
Bachelor of Science (BS) Business Administration, Computer Management Systems and Business Management, Magna Cum Laude
UBS January 2012 - Present
Morgan Stanley January 2004 - January 2012
Education
Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP)
Chartered Mutual Fund Counselor (CMFC)
Lynn University 2005 — 2006
Master of Business Administration (MBA), Financial Valuation and Investment Management
Lynn University 2001 — 2003
Bachelor of Science (BS) Business Administration, Computer Management Systems and Business Management, Magna Cum Laude
Harihara Subramanian Harihara Subramanian's UBS Experience August 2006 - Present
Job Director, UBS
Industry Financial Services
Experience
UBS August 2006 - Present
Sunrise systems May 2000 - August 2006
Independence Blue Cross July 2005 - July 2006
FLSmidth August 2001 - July 2005
Tata Consultancy Services February 1998 - May 2000
Skills
Microsoft Office, Customer Service, English, Windows, Research, Teaching, Public Speaking
Education
Center for development of Advanced Computing, Pune 1997 — 1998
P G diploma in advanced computing
Madurai Kamaraj University 1992 — 1996
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
UBS August 2006 - Present
Sunrise systems May 2000 - August 2006
Independence Blue Cross July 2005 - July 2006
FLSmidth August 2001 - July 2005
Tata Consultancy Services February 1998 - May 2000
Skills
Microsoft Office, Customer Service, English, Windows, Research, Teaching, Public Speaking
Education
Center for development of Advanced Computing, Pune 1997 — 1998
P G diploma in advanced computing
Madurai Kamaraj University 1992 — 1996
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Joseph Benda Joseph Benda's UBS Experience August 2012 - January 2013
Job Shareholder Servicing Intern at Harbor Capital Advisors, Inc.
Industry Banking
Experience
Harbor Capital Advisors, Inc. November 2013 - Present
Trunk Club May 2012 - July 2013
UBS August 2012 - January 2013
BlackFinn American Saloon May 2011 - September 2011
Chicago Metropolitan Agency for Planning (CMAP) May 2010 - August 2010
Rocco Ranalli's Pizza May 2009 - November 2009
Grotto Italian Steakhouse April 2008 - May 2009
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Bloomberg Terminal, Morningstar, PowerPoint, Portfolio Management, Data Analysis
Education
Loyola University of Chicago 2009 — 2013
Bachelor of Business Administration (BBA), Economics and Finance, Senior
Harbor Capital Advisors, Inc. November 2013 - Present
Trunk Club May 2012 - July 2013
UBS August 2012 - January 2013
BlackFinn American Saloon May 2011 - September 2011
Chicago Metropolitan Agency for Planning (CMAP) May 2010 - August 2010
Rocco Ranalli's Pizza May 2009 - November 2009
Grotto Italian Steakhouse April 2008 - May 2009
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Bloomberg Terminal, Morningstar, PowerPoint, Portfolio Management, Data Analysis
Education
Loyola University of Chicago 2009 — 2013
Bachelor of Business Administration (BBA), Economics and Finance, Senior
Stefanie Coppola Stefanie Coppola's UBS Experience March 2004 - November 2013
Job HR Associate at WorldQuant, LLC.
Industry Investment Banking
Experience
WorldQuant, LLC. December 2013 - Present
UBS March 2004 - November 2013
Pitney Bowes October 2003 - March 2004
Pitney Bowes September 2000 - October 2003
Pitney Bowes July 1998 - August 2000
Skills
Human Resources, Recruiting, Personnel Management, Payroll, Software Documentation, Employee Recognition, Employee Benefits
Education
Manhattanville College
Master of Science, Organizational Management & Human Resources Development
University of Connecticut
Bachelor of Science, Business & Technology
WorldQuant, LLC. December 2013 - Present
UBS March 2004 - November 2013
Pitney Bowes October 2003 - March 2004
Pitney Bowes September 2000 - October 2003
Pitney Bowes July 1998 - August 2000
Skills
Human Resources, Recruiting, Personnel Management, Payroll, Software Documentation, Employee Recognition, Employee Benefits
Education
Manhattanville College
Master of Science, Organizational Management & Human Resources Development
University of Connecticut
Bachelor of Science, Business & Technology
David Stack David Stack's UBS Experience October 2010 - Present
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS October 2010 - Present
Merrill Lynch August 2004 - October 2010
Morgan Stanley Private Wealth Management July 1997 - August 2004
Prudential Securities January 1992 - July 1997
PaineWebber/Kidder Peabody April 1988 - January 1992
Education
Loyola College in Maryland 1982 — 1985
BS
UBS October 2010 - Present
Merrill Lynch August 2004 - October 2010
Morgan Stanley Private Wealth Management July 1997 - August 2004
Prudential Securities January 1992 - July 1997
PaineWebber/Kidder Peabody April 1988 - January 1992
Education
Loyola College in Maryland 1982 — 1985
BS
Kevin Betts Kevin Betts's UBS Experience October 2012 - May 2014
Job Internal wholesaler at American Funds
Industry Financial Services
Experience
American Funds May 2015 - Present
BNY Mellon June 2014 - May 2015
UBS October 2012 - May 2014
Merrill Lynch February 2011 - September 2012
Skills
Investments, Mutual Funds, Series 7, Equities, Fixed Income, Asset Management, Asset Allocation, Portfolio Management, Securities
Education
Manhattan College
Bachelor of Arts, Economics
American Funds May 2015 - Present
BNY Mellon June 2014 - May 2015
UBS October 2012 - May 2014
Merrill Lynch February 2011 - September 2012
Skills
Investments, Mutual Funds, Series 7, Equities, Fixed Income, Asset Management, Asset Allocation, Portfolio Management, Securities
Education
Manhattan College
Bachelor of Arts, Economics
Ruggiero Joseph's UBS Experience 2001 - 2004
Job Vice President at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management 2014 - Present
ILS, LLC - a Goldman Sachs Company 2010 - 2014
Goldman Sachs 2007 - 2010
PFG, LLC 2004 - 2007
UBS 2001 - 2004
J.P. Morgan 1998 - 2001
Bank of America 1994 - 1998
Skills
Wealth Management, Investment Advisory, Wealth Preservation, Alternative Investments, Retirement Planning, Strategic Financial..., Investments, Hedge Funds, Private Equity, Series 7, Series 63, Series 65, Series 31, Financial Modeling, Capital Markets, Insurance, Valuation, Securities, Asset Management, Structured Products, Financial Structuring, Financial Analysis, Fixed Income, Mutual Funds, Portfolio Management, Equities, Derivatives, Structured Finance, Estate Planning, Retirement, Financial Advisory, Life Insurance, Financial Services, Risk Management
Education
Pace University - Lubin School of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance
Loyola University Maryland Sellinger School of Business and Management 1990 — 1994
Bachelor's Degree, Finance
The Episcopal Academy 1986 — 1990
High School
Bernstein Private Wealth Management 2014 - Present
ILS, LLC - a Goldman Sachs Company 2010 - 2014
Goldman Sachs 2007 - 2010
PFG, LLC 2004 - 2007
UBS 2001 - 2004
J.P. Morgan 1998 - 2001
Bank of America 1994 - 1998
Skills
Wealth Management, Investment Advisory, Wealth Preservation, Alternative Investments, Retirement Planning, Strategic Financial..., Investments, Hedge Funds, Private Equity, Series 7, Series 63, Series 65, Series 31, Financial Modeling, Capital Markets, Insurance, Valuation, Securities, Asset Management, Structured Products, Financial Structuring, Financial Analysis, Fixed Income, Mutual Funds, Portfolio Management, Equities, Derivatives, Structured Finance, Estate Planning, Retirement, Financial Advisory, Life Insurance, Financial Services, Risk Management
Education
Pace University - Lubin School of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance
Loyola University Maryland Sellinger School of Business and Management 1990 — 1994
Bachelor's Degree, Finance
The Episcopal Academy 1986 — 1990
High School
Abhishek Dhooper Abhishek Dhooper's UBS Experience August 2014 - September 2014
Job IT Desktop Support Analyst
Industry Retail
Experience
Dell January 2015 - Present
Hewlett-Packard September 2014 - Present
UBS August 2014 - September 2014
Presidio April 2014 - August 2014
Apple March 2014 - April 2014
Protiviti March 2014 - April 2014
Rice University March 2014 - April 2014
Arby's Restaurant Group, Inc. June 2012 - December 2012
Holiday Inn December 2011 - March 2012
Pizza Hut January 2009 - 2012
Skills
Top Skills, Windows 7, Troubleshooting, Software Installation, Hardware, Switches, Networking, Microsoft Certified..., Windows, CompTIA, Testing, Workstations, Leadership, Project Management, Windows XP, Management, Process Scheduler, Retail, Profit, Inventory Management, Cashiering, Payroll, Customer Service, Cash Flow, Microsoft Office, Technical Support, Computer Hardware, Training, Desktop Support Analyst
Education
MyComputerCareer 2013 — 2013
IT Certification, Information Technology
Macomb Community College 2002 — 2006
Associate Degree; Diploma, General studies, 3.8
Dell January 2015 - Present
Hewlett-Packard September 2014 - Present
UBS August 2014 - September 2014
Presidio April 2014 - August 2014
Apple March 2014 - April 2014
Protiviti March 2014 - April 2014
Rice University March 2014 - April 2014
Arby's Restaurant Group, Inc. June 2012 - December 2012
Holiday Inn December 2011 - March 2012
Pizza Hut January 2009 - 2012
Skills
Top Skills, Windows 7, Troubleshooting, Software Installation, Hardware, Switches, Networking, Microsoft Certified..., Windows, CompTIA, Testing, Workstations, Leadership, Project Management, Windows XP, Management, Process Scheduler, Retail, Profit, Inventory Management, Cashiering, Payroll, Customer Service, Cash Flow, Microsoft Office, Technical Support, Computer Hardware, Training, Desktop Support Analyst
Education
MyComputerCareer 2013 — 2013
IT Certification, Information Technology
Macomb Community College 2002 — 2006
Associate Degree; Diploma, General studies, 3.8
Davis de Montluzin's UBS Experience August 2011 - Present
Job Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS August 2011 - Present
Merrill Lynch December 1994 - July 2011
A.G. Edwards May 1993 - November 1994
Golden Bear International Inc March 1989 - April 1993
Education
Loyola University New Orleans 1973 — 1977
Bachelor's degree
UBS August 2011 - Present
Merrill Lynch December 1994 - July 2011
A.G. Edwards May 1993 - November 1994
Golden Bear International Inc March 1989 - April 1993
Education
Loyola University New Orleans 1973 — 1977
Bachelor's degree
Stefany Bello Stefany Bello's UBS Experience May 2007 - August 2007
Job Vice President | Business Leader Global Debit at MasterCard
Industry Financial Services
Experience
MasterCard April 2015 - Present
MasterCard September 2013 - April 2015
MasterCard March 2012 - September 2013
MasterCard Advisors March 2011 - March 2012
MasterCard Advisors September 2009 - March 2011
Manhattanville College September 2005 - May 2009
MBIA August 2007 - January 2008
UBS May 2007 - August 2007
Skills
Banking, Payments, Prepaid, Business Strategy, Team Building, Debit Cards, Government, Business Analysis, Credit Cards, Management, Financial Services, Mobile Payments, Product Management, Electronic Payments, Strategy, Leadership, Analytics, Strategic Partnerships, Segmentation, E-commerce, Risk Management, Payment Systems, Payment Cards
Education
Manhattanville College 2005 — 2009
Bachelor of Arts (BA), International Business Management, concentration in Finance and Latin American Studies
Universidad Complutense de Madrid 2008 — 2008
IES Study Abroad
MasterCard April 2015 - Present
MasterCard September 2013 - April 2015
MasterCard March 2012 - September 2013
MasterCard Advisors March 2011 - March 2012
MasterCard Advisors September 2009 - March 2011
Manhattanville College September 2005 - May 2009
MBIA August 2007 - January 2008
UBS May 2007 - August 2007
Skills
Banking, Payments, Prepaid, Business Strategy, Team Building, Debit Cards, Government, Business Analysis, Credit Cards, Management, Financial Services, Mobile Payments, Product Management, Electronic Payments, Strategy, Leadership, Analytics, Strategic Partnerships, Segmentation, E-commerce, Risk Management, Payment Systems, Payment Cards
Education
Manhattanville College 2005 — 2009
Bachelor of Arts (BA), International Business Management, concentration in Finance and Latin American Studies
Universidad Complutense de Madrid 2008 — 2008
IES Study Abroad
Chris Osborne Chris Osborne's UBS Experience May 2009 - August 2009
Job Associate at Silverpeak Real Estate Partners
Industry
Experience
Silverpeak Real Estate Partners August 2014 - Present
McGladrey November 2010 - August 2014
UBS May 2009 - August 2009
Skills
Financial Analysis, Financial Services, Real Estate, Real Estate Economics, Financial Modeling
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Seton Hall Prep 2002 — 2006
Silverpeak Real Estate Partners August 2014 - Present
McGladrey November 2010 - August 2014
UBS May 2009 - August 2009
Skills
Financial Analysis, Financial Services, Real Estate, Real Estate Economics, Financial Modeling
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Seton Hall Prep 2002 — 2006
Alfonsina Rodriguez Alfonsina Rodriguez's UBS Experience May 2010 - March 2011
Job Senior Analyst at GE Capital
Industry Financial Services
Experience
GE Capital November 2014 - Present
GE Capital September 2013 - November 2014
International Fund Services (NA) LLC, A State Street Company March 2013 - May 2013
Parchem – fine & specialty chemicals October 2012 - January 2013
Omnicom Group April 2012 - July 2012
UBS May 2010 - March 2011
MERRILL LYNCH /BANK OF AMERICA February 2008 - March 2010
Sempra Energy Trading September 2006 - August 2007
GENERAL ELECTRIC CORPORATE FINANCIAL SERVICES June 2003 - August 2005
Skills
Prime Brokerage, Bloomberg, Derivatives, Equities, Finance, Financial Services, Trading, Portfolio Management, Capital Markets, Hedge Funds, Financial Analysis, Asset Management
Education
Manhattanville College 2002 — 2006
Bachelor of Arts, Finance
GE Capital November 2014 - Present
GE Capital September 2013 - November 2014
International Fund Services (NA) LLC, A State Street Company March 2013 - May 2013
Parchem – fine & specialty chemicals October 2012 - January 2013
Omnicom Group April 2012 - July 2012
UBS May 2010 - March 2011
MERRILL LYNCH /BANK OF AMERICA February 2008 - March 2010
Sempra Energy Trading September 2006 - August 2007
GENERAL ELECTRIC CORPORATE FINANCIAL SERVICES June 2003 - August 2005
Skills
Prime Brokerage, Bloomberg, Derivatives, Equities, Finance, Financial Services, Trading, Portfolio Management, Capital Markets, Hedge Funds, Financial Analysis, Asset Management
Education
Manhattanville College 2002 — 2006
Bachelor of Arts, Finance
Amanda Sund's UBS Experience September 2007 - December 2007
Job Core Terminal Sales at Bloomberg
Industry Financial Services
Laura (Ritter) R. Allio Laura (Ritter) R. Allio's UBS Experience February 2014 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS February 2014 - Present
Nationwide Insurance August 2012 - January 2014
Morgan Stanley Smith Barney (formerly Citi Smith Barney) August 2008 - July 2010
Citi Smith Barney June 2007 - August 2008
Citi Smith Barney January 2007 - June 2007
Morgan Stanley May 2005 - January 2007
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Investments, Corporate Finance
Loyola University of Chicago 2003 — 2007
Bachelor's Degree, Finance, Marketing
Marian High School 1999 — 2003
UBS February 2014 - Present
Nationwide Insurance August 2012 - January 2014
Morgan Stanley Smith Barney (formerly Citi Smith Barney) August 2008 - July 2010
Citi Smith Barney June 2007 - August 2008
Citi Smith Barney January 2007 - June 2007
Morgan Stanley May 2005 - January 2007
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Investments, Corporate Finance
Loyola University of Chicago 2003 — 2007
Bachelor's Degree, Finance, Marketing
Marian High School 1999 — 2003
venkataratnam sadhu venkataratnam sadhu's UBS Experience December 2010 - August 2011
Job Marketing Manager, Pricing Control at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2011 - Present
UBS December 2010 - August 2011
JPMC December 2008 - December 2010
First Citizens Bank July 2008 - December 2008
JPMC July 2006 - June 2008
Wolters Kluwer February 2006 - June 2006
Skills
Credit Cards, User Acceptance Testing, Credit, Retail Banking, Payments, Banking, Requirements Analysis, Project Management, Vendor Management, Analysis, Business Analysis, Requirements Gathering, Loans, DB2, SQL, Data Analysis, Testing, Commercial Banking, Visio, Mortgage Lending, Business Requirements, Quality Assurance, SDLC
Education
Technical University of Munich, Germany 2002 — 2004
Master of Science, Sustainable Resource Management
University of Munich 2002 — 2004
Management
JPMorgan Chase August 2011 - Present
UBS December 2010 - August 2011
JPMC December 2008 - December 2010
First Citizens Bank July 2008 - December 2008
JPMC July 2006 - June 2008
Wolters Kluwer February 2006 - June 2006
Skills
Credit Cards, User Acceptance Testing, Credit, Retail Banking, Payments, Banking, Requirements Analysis, Project Management, Vendor Management, Analysis, Business Analysis, Requirements Gathering, Loans, DB2, SQL, Data Analysis, Testing, Commercial Banking, Visio, Mortgage Lending, Business Requirements, Quality Assurance, SDLC
Education
Technical University of Munich, Germany 2002 — 2004
Master of Science, Sustainable Resource Management
University of Munich 2002 — 2004
Management
Jeffrey Pupo's UBS Experience May 2002 - Present
Job First Vice President UBS Wealth Management
Industry Financial Services
Experience
UBS May 2002 - Present
Quick & Reilly January 2000 - May 2002
Prudential Financial August 1999 - January 2000
Education
Lynn University 2010 — 2011
Bachelor of Science in Business Administration, Finance
Pope John Paul II, High School 1983 — 1987
High School
UBS May 2002 - Present
Quick & Reilly January 2000 - May 2002
Prudential Financial August 1999 - January 2000
Education
Lynn University 2010 — 2011
Bachelor of Science in Business Administration, Finance
Pope John Paul II, High School 1983 — 1987
High School
Tiffany Lim Tiffany Lim's UBS Experience June 2007 - August 2007
Job Global Mobility Services at KPMG US
Industry Accounting
Experience
KPMG US October 2013 - Present
Sidley Austin LLP September 2010 - October 2013
KPMG January 2012 - March 2012
Gear Up October 2010 - April 2011
Sidley Austin LLP June 2010 - September 2010
UBS June 2007 - August 2007
Skills
Accounting, Financial Reporting, Tax, Financial Analysis, Research, Financial Accounting, Customer Service, Economics, Fundraising, Financial Planners, Microsoft Excel, Oracle Discoverer, Microsoft Office, Microsoft Access, SQL, Relational Data Modeling, Invoicing, Access, Management, Financial Statements, Candy
Education
Loyola University of Chicago 2009 — 2013
Business Administration
Northside College Preparatory High School 2005 — 2009
KPMG US October 2013 - Present
Sidley Austin LLP September 2010 - October 2013
KPMG January 2012 - March 2012
Gear Up October 2010 - April 2011
Sidley Austin LLP June 2010 - September 2010
UBS June 2007 - August 2007
Skills
Accounting, Financial Reporting, Tax, Financial Analysis, Research, Financial Accounting, Customer Service, Economics, Fundraising, Financial Planners, Microsoft Excel, Oracle Discoverer, Microsoft Office, Microsoft Access, SQL, Relational Data Modeling, Invoicing, Access, Management, Financial Statements, Candy
Education
Loyola University of Chicago 2009 — 2013
Business Administration
Northside College Preparatory High School 2005 — 2009
David Woolford David Woolford's UBS Experience 2005 - 2011
Job Vice President at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan 2011 - Present
UBS 2005 - 2011
Alex. Brown and Sons 1993 - 2001
Education
Loyola University Maryland
Master of Business Administration (M.B.A.), Finance
Michigan State University
Bachelor of Arts (B.A.), Materials and Logistics Management
J.P. Morgan 2011 - Present
UBS 2005 - 2011
Alex. Brown and Sons 1993 - 2001
Education
Loyola University Maryland
Master of Business Administration (M.B.A.), Finance
Michigan State University
Bachelor of Arts (B.A.), Materials and Logistics Management
Katherine Ellsworth Katherine Ellsworth's UBS Experience June 1999 - August 1999
Job Store Graphic Artist at Whole Foods Market
Industry Supermarkets
Experience
Whole Foods Market September 2007 - Present
StratReal Foundation 2007 - 2008
UBS June 1999 - August 1999
Skills
Typography, Illustrator, Digital Illustration, Adobe Creative Suite, Posters, Layout, Logo Design, InDesign, Graphic Design, Art Direction, Mac, Graphics, Vector Illustration, Storyboarding, Drawing, Art, Brochures, Printmaking, Corporate Identity, FileMaker, Microsoft Office, Photoshop
Education
Maine College of Art 2003 — 2007
Bachelor of Fine Arts, Illustration
Whole Foods Market September 2007 - Present
StratReal Foundation 2007 - 2008
UBS June 1999 - August 1999
Skills
Typography, Illustrator, Digital Illustration, Adobe Creative Suite, Posters, Layout, Logo Design, InDesign, Graphic Design, Art Direction, Mac, Graphics, Vector Illustration, Storyboarding, Drawing, Art, Brochures, Printmaking, Corporate Identity, FileMaker, Microsoft Office, Photoshop
Education
Maine College of Art 2003 — 2007
Bachelor of Fine Arts, Illustration
Nolan Tursi Nolan Tursi's UBS Experience July 2013 - November 2013
Job Regional Sales Distributor at Hydra Medical Ventures LLC
Industry Music
Experience
Hydra Medical Ventures LLC February 2015 - Present
Hardenbergh Insurance Group December 2013 - January 2015
UBS July 2013 - November 2013
The McIntyre Group May 2010 - November 2013
Loyola University of Maryland September 2009 - May 2013
St. Josephs Preparatory School 2005 - 2009
Skills
Insurance, PowerPoint, Microsoft Excel, Sales, Microsoft Office, Medical Devices, Social Media, Health Care Systems, Microsoft Word, Research, Public Speaking, Strategic Planning, Event Planning, Negotiation
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration
Hydra Medical Ventures LLC February 2015 - Present
Hardenbergh Insurance Group December 2013 - January 2015
UBS July 2013 - November 2013
The McIntyre Group May 2010 - November 2013
Loyola University of Maryland September 2009 - May 2013
St. Josephs Preparatory School 2005 - 2009
Skills
Insurance, PowerPoint, Microsoft Excel, Sales, Microsoft Office, Medical Devices, Social Media, Health Care Systems, Microsoft Word, Research, Public Speaking, Strategic Planning, Event Planning, Negotiation
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration
Darren O'Brien Darren O'Brien's UBS Experience June 2006 - August 2006
Job
Industry Financial Services
Experience
Origami Capital August 2012 - Present
WL Ross & Co. LLC March 2010 - August 2012
Brookfield Asset Management September 2008 - March 2010
Citigroup August 2007 - June 2008
UBS June 2006 - August 2006
KPMG January 2004 - July 2005
Skills
Mergers, Financial Services, Private Equity, Real Estate, Valuation, Distressed Debt, Accounting
Education
Yale University - Yale School of Management 2005 — 2007
Master of Business Administration (MBA), Finance, General
Loyola University of Chicago 1999 — 2003
Bachelor of Business Administration (BBA), Accounting, Finance
Origami Capital August 2012 - Present
WL Ross & Co. LLC March 2010 - August 2012
Brookfield Asset Management September 2008 - March 2010
Citigroup August 2007 - June 2008
UBS June 2006 - August 2006
KPMG January 2004 - July 2005
Skills
Mergers, Financial Services, Private Equity, Real Estate, Valuation, Distressed Debt, Accounting
Education
Yale University - Yale School of Management 2005 — 2007
Master of Business Administration (MBA), Finance, General
Loyola University of Chicago 1999 — 2003
Bachelor of Business Administration (BBA), Accounting, Finance
Carol DeJoseph Carol DeJoseph's UBS Experience July 2010 - Present
Job Director Group Internal Audit at UBS AG
Industry Financial Services
Experience
UBS July 2010 - Present
UBS July 2003 - July 2010
Merrill Lynch July 2002 - July 2003
Skills
AML, Series 7, KYC, Financial Regulation, Risk Management, Financial Services, Financial Risk, Wealth Management, Fixed Income, Operational Risk, Operational Risk..., Securities
Education
Loyola University Maryland 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
UBS July 2010 - Present
UBS July 2003 - July 2010
Merrill Lynch July 2002 - July 2003
Skills
AML, Series 7, KYC, Financial Regulation, Risk Management, Financial Services, Financial Risk, Wealth Management, Fixed Income, Operational Risk, Operational Risk..., Securities
Education
Loyola University Maryland 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
Chris Lown's UBS Experience May 2003 - May 2006
Job Managing Director Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2006 - Present
UBS May 2003 - May 2006
Credit Suisse June 2000 - May 2003
CLSA July 1994 - July 1999
Hong Kong Shue Yan University August 1993 - June 1994
Skills
Equities, Capital Markets, Hedge Funds, Fixed Income, Private Equity, Alternative Investments, Financial Modeling, Investments, Financial Institutions, Derivatives, Investment Banking, Asset Management, Series 7, Corporate Finance, Securities, Bloomberg, Equity Research, Valuation, Mergers & Acquisitions, Trading
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA
Lynchburg College 1988 — 1993
Bachelor of Arts (B.A.), International Relations, Minor in History
Morgan Stanley May 2006 - Present
UBS May 2003 - May 2006
Credit Suisse June 2000 - May 2003
CLSA July 1994 - July 1999
Hong Kong Shue Yan University August 1993 - June 1994
Skills
Equities, Capital Markets, Hedge Funds, Fixed Income, Private Equity, Alternative Investments, Financial Modeling, Investments, Financial Institutions, Derivatives, Investment Banking, Asset Management, Series 7, Corporate Finance, Securities, Bloomberg, Equity Research, Valuation, Mergers & Acquisitions, Trading
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA
Lynchburg College 1988 — 1993
Bachelor of Arts (B.A.), International Relations, Minor in History
Ram Pandian Ram Pandian's UBS Experience April 2005 - September 2007
Job Senior Project Manager at HCL AXON Canada
Industry Information Technology and Services
Experience
HCL Technologies November 2008 - Present
Citi November 2008 - Present
Cognizant Technology Solutions September 2007 - November 2008
E*TRADE Financial Corporation September 2007 - November 2008
Wipro April 2005 - September 2007
UBS April 2005 - September 2007
HCL Technologies December 2003 - April 2005
Deutsche Bank December 2003 - April 2005
Standard Chartered Bank June 2001 - December 2003
EPS Computer System Pte Ltd, Singapore November 2000 - December 2003
Skills
Unix Shell Scripting, Sybase ASE, Autosys, Unix, Sybase, C++, SDLC, Production Support, Software Project..., Perl, Oracle, Testing, PL/SQL, Shell Scripting, Vendor Management
Education
Manonmaniam Sundaranar University 1995 — 1998
MCA, Computer Applications
Madurai Kamaraj University 1992 — 1995
B.Sc, Physics
HCL Technologies November 2008 - Present
Citi November 2008 - Present
Cognizant Technology Solutions September 2007 - November 2008
E*TRADE Financial Corporation September 2007 - November 2008
Wipro April 2005 - September 2007
UBS April 2005 - September 2007
HCL Technologies December 2003 - April 2005
Deutsche Bank December 2003 - April 2005
Standard Chartered Bank June 2001 - December 2003
EPS Computer System Pte Ltd, Singapore November 2000 - December 2003
Skills
Unix Shell Scripting, Sybase ASE, Autosys, Unix, Sybase, C++, SDLC, Production Support, Software Project..., Perl, Oracle, Testing, PL/SQL, Shell Scripting, Vendor Management
Education
Manonmaniam Sundaranar University 1995 — 1998
MCA, Computer Applications
Madurai Kamaraj University 1992 — 1995
B.Sc, Physics
James MacDonald, CFP®, CIMA® James MacDonald, CFP®, CIMA®'s UBS Experience June 1985 - Present
Job Senior Vice President Wealth Management
Industry Investment Management
Experience
UBS June 1985 - Present
Skills
Portfolio Management, Financial Planning
Education
Bishop Gallagher High School
Macomb Community College
Respiratory Therapy
Oakland University
Personal Financial Planning
University of California, Berkeley, Haas School of Business
Investment Management Analyst Certification
University of Detroit Mercy
Business
UBS June 1985 - Present
Skills
Portfolio Management, Financial Planning
Education
Bishop Gallagher High School
Macomb Community College
Respiratory Therapy
Oakland University
Personal Financial Planning
University of California, Berkeley, Haas School of Business
Investment Management Analyst Certification
University of Detroit Mercy
Business
Arvind Ramnani's UBS Experience June 2010 - May 2012
Job Director BNP Paribas
Industry Investment Management
Experience
BNP Paribas June 2012 - Present
UBS June 2010 - May 2012
Sanford C. Bernstein June 2009 - May 2010
Bank Of America June 2007 - May 2009
iSeva June 2001 - December 2006
Deloitte 1997 - 2001
Skills
CRM, Business Process..., Financial Modeling, Equities, Equity Research, Valuation, Management, Fixed Income Analysis, Equity Valuation, Hedge Funds, Strategic Communications, Capital Markets, Business Strategy, Bloomberg, Portfolio Management, Investment Management, Finance, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
Luther College 1993 — 1997
MIS, Economics, Management
Bishop Cotton
BNP Paribas June 2012 - Present
UBS June 2010 - May 2012
Sanford C. Bernstein June 2009 - May 2010
Bank Of America June 2007 - May 2009
iSeva June 2001 - December 2006
Deloitte 1997 - 2001
Skills
CRM, Business Process..., Financial Modeling, Equities, Equity Research, Valuation, Management, Fixed Income Analysis, Equity Valuation, Hedge Funds, Strategic Communications, Capital Markets, Business Strategy, Bloomberg, Portfolio Management, Investment Management, Finance, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
Luther College 1993 — 1997
MIS, Economics, Management
Bishop Cotton
Keiron Bryant Keiron Bryant's UBS Experience March 2014 - March 2014
Job IT Tech Support
Industry Information Technology and Services
Experience
Boeing February 2015 - Present
St. Catherine Hospital November 2014 - December 2014
Exelon May 2014 - October 2014
Univar April 2014 - April 2014
UBS March 2014 - March 2014
IRI February 2014 - February 2014
BP November 2013 - January 2014
Seton Academy June 2013 - August 2013
Hertz Local Edition 2007 - 2011
Skills
Computer Hardware, Wireless Networking, Technical Support, Computer Repair, Microsoft Excel, Network Design, CompTIA A+, PowerPoint, Microsoft Word, Microsoft PowerPoint, A+, Network+, Mobile Devices, Windows 7, Windows XP, Active Directory, Antivirus
Education
South Suburban College 2012 — 2014
Computer Systems Networking and Telecommunications, 3.9
Manchester University 1999 — 2004
Bachelor of Science (B.S.), Physics
Boeing February 2015 - Present
St. Catherine Hospital November 2014 - December 2014
Exelon May 2014 - October 2014
Univar April 2014 - April 2014
UBS March 2014 - March 2014
IRI February 2014 - February 2014
BP November 2013 - January 2014
Seton Academy June 2013 - August 2013
Hertz Local Edition 2007 - 2011
Skills
Computer Hardware, Wireless Networking, Technical Support, Computer Repair, Microsoft Excel, Network Design, CompTIA A+, PowerPoint, Microsoft Word, Microsoft PowerPoint, A+, Network+, Mobile Devices, Windows 7, Windows XP, Active Directory, Antivirus
Education
South Suburban College 2012 — 2014
Computer Systems Networking and Telecommunications, 3.9
Manchester University 1999 — 2004
Bachelor of Science (B.S.), Physics
Katherine Bensche Katherine Bensche's UBS Experience January 2013 - May 2013
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Merrill Lynch September 2012 - September 2013
UBS January 2013 - May 2013
Manhattan College May 2012 - May 2013
Manhattan College April 2011 - April 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Bloomberg, Financial Analysis, Research, Finance, Equities, Management, Event Planning, Budgets, Wealth Management
Education
Manhattan College 2009 — 2013
Bachelors of Science, Accounting and Finance, Senior
Manhattan College 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance and Accounting, Junior
Merrill Lynch June 2013 - Present
Merrill Lynch September 2012 - September 2013
UBS January 2013 - May 2013
Manhattan College May 2012 - May 2013
Manhattan College April 2011 - April 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Bloomberg, Financial Analysis, Research, Finance, Equities, Management, Event Planning, Budgets, Wealth Management
Education
Manhattan College 2009 — 2013
Bachelors of Science, Accounting and Finance, Senior
Manhattan College 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance and Accounting, Junior
XiangYuan(Henry) Yang XiangYuan(Henry) Yang's UBS Experience October 2012 - December 2012
Job Investment Banking Analyst at JMP Securities
Industry Investment Banking
Experience
Macalester College January 2014 - May 2014
JMP Securities June 2013 - August 2013
UBS October 2012 - December 2012
First Children's Finance July 2012 - September 2012
China Guangfa Bank May 2012 - June 2012
Merrill Lynch January 2012 - April 2012
Education
Macalester College 2010 — 2014
Bachelor of Arts (B.A.), Economics & Applied Mathematics
University of Toronto 2011 — 2011
Earl Haig Secondary School 2007 — 2010
Zhuhai No.1 High Schiol 2006 — 2007
Macalester College January 2014 - May 2014
JMP Securities June 2013 - August 2013
UBS October 2012 - December 2012
First Children's Finance July 2012 - September 2012
China Guangfa Bank May 2012 - June 2012
Merrill Lynch January 2012 - April 2012
Education
Macalester College 2010 — 2014
Bachelor of Arts (B.A.), Economics & Applied Mathematics
University of Toronto 2011 — 2011
Earl Haig Secondary School 2007 — 2010
Zhuhai No.1 High Schiol 2006 — 2007
Maria del Mar Mendoza's UBS Experience June 2013 - July 2013
Job Audit Assitant at Kevane Grant Thornton
Industry Accounting
Experience
Kevane Grant Thornton December 2014 - Present
RSM ROC & Company August 2014 - December 2014
UBS June 2013 - July 2013
INTEGRAND Assurance Company June 2011 - June 2011
Loyola University New Orleans September 2010 - May 2011
Skills
Spanish, PowerPoint, Microsoft Office, Higher Education, Microsoft Excel, Event Planning, Fundraising, Management, Community Outreach, Accounting, Research, Facebook, Microsoft Word, Public Speaking, Teamwork, Time Management, Leadership, Customer Service, Editing, Auditing, Public Relations, English
Education
Loyola University New Orleans 2010 — 2014
Bachelor of Business Administration (BBA), Finance and International Business
Loyola University New Orleans 2010 — 2014
Kevane Grant Thornton December 2014 - Present
RSM ROC & Company August 2014 - December 2014
UBS June 2013 - July 2013
INTEGRAND Assurance Company June 2011 - June 2011
Loyola University New Orleans September 2010 - May 2011
Skills
Spanish, PowerPoint, Microsoft Office, Higher Education, Microsoft Excel, Event Planning, Fundraising, Management, Community Outreach, Accounting, Research, Facebook, Microsoft Word, Public Speaking, Teamwork, Time Management, Leadership, Customer Service, Editing, Auditing, Public Relations, English
Education
Loyola University New Orleans 2010 — 2014
Bachelor of Business Administration (BBA), Finance and International Business
Loyola University New Orleans 2010 — 2014
Meghan Durkin's UBS Experience June 2014 - Present
Job Associate Director at UBS
Industry Investment Banking
Experience
UBS June 2014 - Present
Deutsche Bank January 2008 - June 2014
Deutsche Bank January 2001 - December 2007
Education
Loyola University Maryland 1992 — 1996
UBS June 2014 - Present
Deutsche Bank January 2008 - June 2014
Deutsche Bank January 2001 - December 2007
Education
Loyola University Maryland 1992 — 1996
Ali Ozair's UBS Experience May 2010 - August 2010
Job
Industry Financial Services
Experience
Postlethwaite & Netterville May 2013 - Present
Loyola University of New Orleans January 2012 - June 2013
UBS May 2010 - August 2010
Skills
Equities, Mergers & Acquisitions, Financial Analysis, Valuation, DCF Valuation, Corporate Finance, Private Equity, Due Diligence, Comparable Analysis, Investment Banking, Bloomberg, Derivatives, Fixed Income
Education
Loyola University New Orleans 2011 — 2013
Master of Business Administration (M.B.A.), M.B.A
Loyola University New Orleans 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Postlethwaite & Netterville May 2013 - Present
Loyola University of New Orleans January 2012 - June 2013
UBS May 2010 - August 2010
Skills
Equities, Mergers & Acquisitions, Financial Analysis, Valuation, DCF Valuation, Corporate Finance, Private Equity, Due Diligence, Comparable Analysis, Investment Banking, Bloomberg, Derivatives, Fixed Income
Education
Loyola University New Orleans 2011 — 2013
Master of Business Administration (M.B.A.), M.B.A
Loyola University New Orleans 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Dominik Egger's UBS Experience September 2010 - March 2011
Job Consultant at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company June 2014 - Present
McKinsey & Company September 2013 - November 2013
Procter & Gamble June 2012 - August 2012
UBS September 2010 - March 2011
Gymnasium Kirchenfeld August 2008 - September 2008
Skills
Swiss German, German, English, French, Projektmanagement, Deutsch, Englisch, Französisch
Education
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2012 — 2014
CEMS Master in International Management
National University of Singapore 2013 — 2013
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2012 — 2014
Master of Arts, Marketing, Services and Communication Management
Universität Bern 2007 — 2011
Bachelor of Science, Business Administration
Maastricht University 2009 — 2009
Exchange, Business Administration
Gymnasium Kirchenfeld 2003 — 2007
Matura, Wirtschaft und Recht
McKinsey & Company June 2014 - Present
McKinsey & Company September 2013 - November 2013
Procter & Gamble June 2012 - August 2012
UBS September 2010 - March 2011
Gymnasium Kirchenfeld August 2008 - September 2008
Skills
Swiss German, German, English, French, Projektmanagement, Deutsch, Englisch, Französisch
Education
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2012 — 2014
CEMS Master in International Management
National University of Singapore 2013 — 2013
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2012 — 2014
Master of Arts, Marketing, Services and Communication Management
Universität Bern 2007 — 2011
Bachelor of Science, Business Administration
Maastricht University 2009 — 2009
Exchange, Business Administration
Gymnasium Kirchenfeld 2003 — 2007
Matura, Wirtschaft und Recht
Gregory Rollins Gregory Rollins's UBS Experience March 1999 - May 2005
Job Regional Specialist at Central Park Group
Industry Investment Banking
Experience
Central Park Group, LLC August 2015 - Present
Prudential Financial March 2013 - September 2015
Jefferies & Company Incorporated May 2006 - April 2012
UBS March 1999 - May 2005
Smith Barney Asset Management November 1997 - March 1999
Skills
Series 7, Series 63, series 55, series 6, Business Development, Sales, Trading, Equities, Mutual Funds
Education
Manhattanville College 1992 — 1996
Bachelor of Arts, Political Science
Central Park Group, LLC August 2015 - Present
Prudential Financial March 2013 - September 2015
Jefferies & Company Incorporated May 2006 - April 2012
UBS March 1999 - May 2005
Smith Barney Asset Management November 1997 - March 1999
Skills
Series 7, Series 63, series 55, series 6, Business Development, Sales, Trading, Equities, Mutual Funds
Education
Manhattanville College 1992 — 1996
Bachelor of Arts, Political Science
Michael Wilcox Michael Wilcox's UBS Experience 2005 - 2006
Job Entrepreneur
Industry Investment Banking
Experience
Robert W. Baird & Co. January 2013 - May 2015
Robert W. Baird & Co. July 2009 - January 2013
Robert W. Baird & Co. 2006 - June 2009
Duff & Phelps 2006 - 2007
UBS 2005 - 2006
Skills
Equity Capital Markets
Education
Loyola University Chicago 2004 — 2006
BS, Finance and Economics
Marquette University 2002 — 2004
Bachelor’s Degree, Finance, General
Robert W. Baird & Co. January 2013 - May 2015
Robert W. Baird & Co. July 2009 - January 2013
Robert W. Baird & Co. 2006 - June 2009
Duff & Phelps 2006 - 2007
UBS 2005 - 2006
Skills
Equity Capital Markets
Education
Loyola University Chicago 2004 — 2006
BS, Finance and Economics
Marquette University 2002 — 2004
Bachelor’s Degree, Finance, General
Patrick Frazier Patrick Frazier's UBS Experience March 2014 - Present
Job Financial / Credit Analyst
Industry Financial Services
Experience
UBS March 2014 - Present
UBS 2014 - 2014
Apperio October 2013 - October 2013
salesforce.com March 2012 - October 2012
Wells Fargo March 2004 - September 2011
Wells Capital Management July 2001 - March 2004
US Navy May 1990 - July 1999
Skills
Corporate Finance, Business Modeling, Cost Analysis, Project Finance, Project Portfolio..., Risk Analysis, Banking, Banking Relationships, Portfolio Management, Asset Allocation, Tactical Asset..., Investment Selection, Fixed Annuities, Portfolio Strategy, Liquidity Management, Liquidity Risk, Financial Risk, Forecast Modeling, Expense Budgeting, Budgeting, Cash Flow, Variance Analysis, Ad Hoc Reporting, Monthly Reporting, Quantitative Finance, Stochastic Modeling, Risk Modelling, Credit Portfolio..., Lines Of Credit, Cost Allocation, Treasury Management, Team Management, Team Leadership, Training/Mentoring, Analysis, Mortgage Banking, Risk Management, Finance, Forecasting, Securities, Budgets
Education
Stanford Graduate School of Business 1999 — 2001
MBA, Finance
Loyola University New Orleans 1986 — 1990
Bachelor's in Business Administration, Finance
Montgomery Bell Academy 1981 — 1986
High School Degree
UBS March 2014 - Present
UBS 2014 - 2014
Apperio October 2013 - October 2013
salesforce.com March 2012 - October 2012
Wells Fargo March 2004 - September 2011
Wells Capital Management July 2001 - March 2004
US Navy May 1990 - July 1999
Skills
Corporate Finance, Business Modeling, Cost Analysis, Project Finance, Project Portfolio..., Risk Analysis, Banking, Banking Relationships, Portfolio Management, Asset Allocation, Tactical Asset..., Investment Selection, Fixed Annuities, Portfolio Strategy, Liquidity Management, Liquidity Risk, Financial Risk, Forecast Modeling, Expense Budgeting, Budgeting, Cash Flow, Variance Analysis, Ad Hoc Reporting, Monthly Reporting, Quantitative Finance, Stochastic Modeling, Risk Modelling, Credit Portfolio..., Lines Of Credit, Cost Allocation, Treasury Management, Team Management, Team Leadership, Training/Mentoring, Analysis, Mortgage Banking, Risk Management, Finance, Forecasting, Securities, Budgets
Education
Stanford Graduate School of Business 1999 — 2001
MBA, Finance
Loyola University New Orleans 1986 — 1990
Bachelor's in Business Administration, Finance
Montgomery Bell Academy 1981 — 1986
High School Degree
Penelope Beckhardt Penelope Beckhardt's UBS Experience June 1997 - March 2002
Job
Industry Financial Services
Experience
CME Group September 2014 - Present
BP July 2007 - August 2014
JPMorgan Futures Inc. January 2006 - June 2007
Cargill Investor Services March 2002 - September 2006
UBS June 1997 - March 2002
LFG, LLC March 1993 - March 1997
Chicago Board of Trade December 1989 - March 1993
Skills
Derivatives, Options, Risk Management, Due Diligence, Commodity Markets, Ethics, Compliance
Education
Loyola University Chicago 1988 — 1989
MBA
University of Wisconsin-Madison 1983 — 1987
BBA
CME Group September 2014 - Present
BP July 2007 - August 2014
JPMorgan Futures Inc. January 2006 - June 2007
Cargill Investor Services March 2002 - September 2006
UBS June 1997 - March 2002
LFG, LLC March 1993 - March 1997
Chicago Board of Trade December 1989 - March 1993
Skills
Derivatives, Options, Risk Management, Due Diligence, Commodity Markets, Ethics, Compliance
Education
Loyola University Chicago 1988 — 1989
MBA
University of Wisconsin-Madison 1983 — 1987
BBA
Debra Isenberg Debra Isenberg's UBS Experience 1999 - 2000
Job Managing Partner at Sterling Park Group
Industry Marketing and Advertising
Experience
Sterling Park Group April 2008 - Present
CSFBdirect (formerly DLJ, now E*trade) 2000 - 2002
UBS 1999 - 2000
Dow Jones & Company, Inc. 1997 - 1998
AT&T 1994 - 1997
American Express 1982 - 1993
International Playtex, Inc. 1977 - 1982
Proct 1973 - 1977
Skills
Direct Marketing, Marketing, Segmentation, Market Research, Strategy, B2B Marketing, Strategic Planning, Management, Marketing Management, Competitive Analysis, Public Relations, Advertising, Cross-functional Team..., Business Development, Product Marketing, Business Strategy, Start-ups, Strategic Partnerships, Digital Marketing, Marketing Strategy, Brand Management, Integrated Marketing, Customer Insight, Brand Development, Market Planning
Education
Macalester College
BA, Economics, Political Science
Sterling Park Group April 2008 - Present
CSFBdirect (formerly DLJ, now E*trade) 2000 - 2002
UBS 1999 - 2000
Dow Jones & Company, Inc. 1997 - 1998
AT&T 1994 - 1997
American Express 1982 - 1993
International Playtex, Inc. 1977 - 1982
Proct 1973 - 1977
Skills
Direct Marketing, Marketing, Segmentation, Market Research, Strategy, B2B Marketing, Strategic Planning, Management, Marketing Management, Competitive Analysis, Public Relations, Advertising, Cross-functional Team..., Business Development, Product Marketing, Business Strategy, Start-ups, Strategic Partnerships, Digital Marketing, Marketing Strategy, Brand Management, Integrated Marketing, Customer Insight, Brand Development, Market Planning
Education
Macalester College
BA, Economics, Political Science
Thomas D'Acunto Thomas D'Acunto's UBS Experience May 2011 - August 2012
Job Senior Analyst, Insights and Analytics at Xaxis
Industry Capital Markets
Experience
Xaxis April 2014 - Present
Xaxis May 2013 - April 2014
Ipreo August 2012 - May 2013
UBS May 2011 - August 2012
Loyola University Maryland September 2009 - May 2011
Atlantic Residential Mortgage May 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft PowerPoint, Optima, Encompass, Photoshop, Web Design, PowerPoint, Banking, Sales, Business Strategy, Analysis, Analytics, Data Analysis, Digital Marketing, Digital Media
Education
Loyola College in Maryland 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
University of Auckland 2010 — 2010
Wilton High School
Xaxis April 2014 - Present
Xaxis May 2013 - April 2014
Ipreo August 2012 - May 2013
UBS May 2011 - August 2012
Loyola University Maryland September 2009 - May 2011
Atlantic Residential Mortgage May 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft PowerPoint, Optima, Encompass, Photoshop, Web Design, PowerPoint, Banking, Sales, Business Strategy, Analysis, Analytics, Data Analysis, Digital Marketing, Digital Media
Education
Loyola College in Maryland 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
University of Auckland 2010 — 2010
Wilton High School
Kevin Herron, CWS® Kevin Herron, CWS®'s UBS Experience March 2011 - Present
Job Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS March 2011 - Present
Morgan Stanley May 2003 - March 2011
Skills
Estate Planning, retirement planning,, wealth advisory, investment advisory
Education
Manhattan College
BS, Psychology & Business
UBS March 2011 - Present
Morgan Stanley May 2003 - March 2011
Skills
Estate Planning, retirement planning,, wealth advisory, investment advisory
Education
Manhattan College
BS, Psychology & Business
Denise Hebner's UBS Experience September 2012 - Present
Job Head of Diversity and Inclusion Americas at UBS
Industry Banking
Experience
UBS September 2012 - Present
UBS September 2006 - Present
UBS Financial Services, Inc October 2002 - August 2006
Conair Corporation dba Cuisinart July 1998 - February 2002
San Jose Mercury News 1988 - 1995
Skills
Leadership, Strategy, Cross-functional Team..., Program Management, Risk Management, Marketing Strategy, Financial Services
Education
Loyola College in Maryland
BA, Business Administration
The Johns Hopkins University - Carey Business School
MAS, Marketing
UBS September 2012 - Present
UBS September 2006 - Present
UBS Financial Services, Inc October 2002 - August 2006
Conair Corporation dba Cuisinart July 1998 - February 2002
San Jose Mercury News 1988 - 1995
Skills
Leadership, Strategy, Cross-functional Team..., Program Management, Risk Management, Marketing Strategy, Financial Services
Education
Loyola College in Maryland
BA, Business Administration
The Johns Hopkins University - Carey Business School
MAS, Marketing
Jonathan Coll's UBS Experience June 2011 - July 2011
Job Private Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley September 2013 - May 2014
Lincoln Financial Advisors September 2012 - December 2012
SunglassHut June 2012 - August 2012
Light Capital Group June 2012 - July 2012
Manhattanville College August 2010 - December 2011
UBS June 2011 - July 2011
Skills
Excel, Intermediate Japanese, PowerPoint, Microsoft Word, Research, Microsoft Office, Facebook, Social Networking, English, Economics, Teaching, Spanish, Investments, SPSS, Sales, Microsoft Excel, Finance, Public Speaking, Japanese, Data Analysis, Editing, Analysis, Teamwork, Higher Education, Statistics, Market Research, Leadership, Financial Analysis, Portfolio Management, Strategic Financial..., Bloomberg Terminal, Bloomberg, Time Management, Critical Thinking, Accounting
Education
Manhattanville College 2009 — 2013
Bachelor, Finance, Concentration Accounting, Minor Japanese
Colegio Adianez 2006 — 2009
Highschool Diploma
Morgan Stanley June 2014 - Present
Morgan Stanley September 2013 - May 2014
Lincoln Financial Advisors September 2012 - December 2012
SunglassHut June 2012 - August 2012
Light Capital Group June 2012 - July 2012
Manhattanville College August 2010 - December 2011
UBS June 2011 - July 2011
Skills
Excel, Intermediate Japanese, PowerPoint, Microsoft Word, Research, Microsoft Office, Facebook, Social Networking, English, Economics, Teaching, Spanish, Investments, SPSS, Sales, Microsoft Excel, Finance, Public Speaking, Japanese, Data Analysis, Editing, Analysis, Teamwork, Higher Education, Statistics, Market Research, Leadership, Financial Analysis, Portfolio Management, Strategic Financial..., Bloomberg Terminal, Bloomberg, Time Management, Critical Thinking, Accounting
Education
Manhattanville College 2009 — 2013
Bachelor, Finance, Concentration Accounting, Minor Japanese
Colegio Adianez 2006 — 2009
Highschool Diploma
Anthony Tomicich Anthony Tomicich's UBS Experience June 2013 - April 2015
Job Financial Operatons Specialist
Industry Investment Management
Experience
Greater New York City Area May 2015 - Present
UBS June 2013 - April 2015
AllianceBernstein April 2000 - June 2012
SG Cowen June 1998 - February 2000
Paine Webber April 1995 - June 1998
Kidder Peabody June 1992 - April 1995
Bear Stearns March 1989 - April 1992
Skills
Settlement, Corporate Actions, Fixed Income, Equities, Stocks, Securities, Asset Management, Bonds, Process Improvement, Dividends, Microsoft Excel, Account Reconciliation, Transfer Agency, Microsoft Word, Outlook, Financial Operations, Highly detail oriented, Brokers, Highly Dedicated, Exceptional People..., High Level Of Accuracy, Reorg, Buy-in, Operations Management, Stock Transfer, Financial Analysis, Prioritize Workload, Committed to..., Capital Markets, Financial Services, Investment Banking, Broadridge, ADP, DTCC, Loan Administration, WSO, Clearpar, Brokerage Operations, Fail Control, Bond Interest, Flexibility, Adaptability, Fast Paced Environment, Fast Learner, Multi Tasking
Education
Manhattan College 1984 — 1988
Bachelor of Science (Business Administration), Finance and Marketing Majors
Greater New York City Area May 2015 - Present
UBS June 2013 - April 2015
AllianceBernstein April 2000 - June 2012
SG Cowen June 1998 - February 2000
Paine Webber April 1995 - June 1998
Kidder Peabody June 1992 - April 1995
Bear Stearns March 1989 - April 1992
Skills
Settlement, Corporate Actions, Fixed Income, Equities, Stocks, Securities, Asset Management, Bonds, Process Improvement, Dividends, Microsoft Excel, Account Reconciliation, Transfer Agency, Microsoft Word, Outlook, Financial Operations, Highly detail oriented, Brokers, Highly Dedicated, Exceptional People..., High Level Of Accuracy, Reorg, Buy-in, Operations Management, Stock Transfer, Financial Analysis, Prioritize Workload, Committed to..., Capital Markets, Financial Services, Investment Banking, Broadridge, ADP, DTCC, Loan Administration, WSO, Clearpar, Brokerage Operations, Fail Control, Bond Interest, Flexibility, Adaptability, Fast Paced Environment, Fast Learner, Multi Tasking
Education
Manhattan College 1984 — 1988
Bachelor of Science (Business Administration), Finance and Marketing Majors
Matthew Baney Matthew Baney's UBS Experience January 2010 - June 2010
Job GPS Fleet Consultant at Vehicle Tracking Solutions
Industry Financial Services
Experience
Enterprise Holdings September 2014 - Present
Vehicle Tracking Solutions October 2013 - January 2014
Ricoh Americas Corporation July 2012 - October 2013
Northwestern Mutual October 2011 - July 2012
Allianz Global Investors June 2010 - August 2010
Morgan Stanley Smith Barney June 2010 - July 2010
UBS January 2010 - June 2010
Skills
Financial Planning, Insurance, Wealth Management, Finance, Fixed Income, Asset Managment, Asset Allocation, Financial Modeling, Financial Analysis, Corporate Finance, Management, Portfolio Management, Strategic Financial..., Sales, Tax, Due Diligence
Education
Manhattan College 2007 — 2011
Bachelor of Science, Finance
Enterprise Holdings September 2014 - Present
Vehicle Tracking Solutions October 2013 - January 2014
Ricoh Americas Corporation July 2012 - October 2013
Northwestern Mutual October 2011 - July 2012
Allianz Global Investors June 2010 - August 2010
Morgan Stanley Smith Barney June 2010 - July 2010
UBS January 2010 - June 2010
Skills
Financial Planning, Insurance, Wealth Management, Finance, Fixed Income, Asset Managment, Asset Allocation, Financial Modeling, Financial Analysis, Corporate Finance, Management, Portfolio Management, Strategic Financial..., Sales, Tax, Due Diligence
Education
Manhattan College 2007 — 2011
Bachelor of Science, Finance
Albert St. Jacques Jr. Albert St. Jacques Jr.'s UBS Experience 1998 - Present
Job Director at UBS Financial Services Inc. Wealth Management
Industry Financial Services
Experience
UBS Wealth Management December 1998 - Present
UBS 1998 - Present
UBS Financial Services 1998 - Present
Smith Barney April 1990 - 1998
Education
Manhattan College 1974 — 1978
BS, Economics; Marketing
UBS Wealth Management December 1998 - Present
UBS 1998 - Present
UBS Financial Services 1998 - Present
Smith Barney April 1990 - 1998
Education
Manhattan College 1974 — 1978
BS, Economics; Marketing
Jeff Hladun, AIF® Jeff Hladun, AIF®'s UBS Experience May 2005 - August 2005
Job National Account Director at fi360
Industry Financial Services
Experience
fi360 August 2014 - Present
Morningstar March 2013 - July 2014
Morningstar January 2009 - February 2013
Morningstar January 2008 - December 2008
Morningstar January 2007 - December 2007
Morningstar January 2006 - December 2006
UBS May 2005 - August 2005
Skills
Tactical Asset..., Asset Allocation, Investment Products, Contract Negotiation, Mutual Funds, Separately Managed..., ETFs, Investments, Consultative Selling, Client Engagement, Financial Analysis, Client Relationship..., Asset Management, 401k, Customer Engagement, Business Development, Alternative Investments, Financial Advisory, Finance, Due Diligence, Investment Strategies, Wealth Management, Equities, Selling, Investment Management, Financial Services, Investment Advisory, Hedge Funds, Securities, Series 7, Series 63, CRM
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Concentration in Finance
Loyola University Chicago 2003 — 2006
Finance, Finance, Marketing
fi360 August 2014 - Present
Morningstar March 2013 - July 2014
Morningstar January 2009 - February 2013
Morningstar January 2008 - December 2008
Morningstar January 2007 - December 2007
Morningstar January 2006 - December 2006
UBS May 2005 - August 2005
Skills
Tactical Asset..., Asset Allocation, Investment Products, Contract Negotiation, Mutual Funds, Separately Managed..., ETFs, Investments, Consultative Selling, Client Engagement, Financial Analysis, Client Relationship..., Asset Management, 401k, Customer Engagement, Business Development, Alternative Investments, Financial Advisory, Finance, Due Diligence, Investment Strategies, Wealth Management, Equities, Selling, Investment Management, Financial Services, Investment Advisory, Hedge Funds, Securities, Series 7, Series 63, CRM
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Concentration in Finance
Loyola University Chicago 2003 — 2006
Finance, Finance, Marketing
Jack Borris's UBS Experience June 2015 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley September 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Clark Dodge Asset Management September 2012 - April 2013
Education
Manhattanville College 2011 — 2015
Bachelor of Arts (B.A.)
The Benjamin School 1996 — 2011
UBS June 2015 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley September 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Clark Dodge Asset Management September 2012 - April 2013
Education
Manhattanville College 2011 — 2015
Bachelor of Arts (B.A.)
The Benjamin School 1996 — 2011
Andrew Keys's UBS Experience January 2005 - December 2005
Job Blockchain Technology, Revenue Cycle Management, Capital Markets
Industry Information Technology and Services
Experience
Consensus Systems (ConsenSys) May 2015 - Present
Healthcare Inside January 2013 - Present
Med A-Z August 2010 - Present
Dovetail Capital January 2006 - August 2010
UBS January 2005 - December 2005
Skills
Revenue Cycle Management, Healthcare Information..., Insurance, Venture Capital, ICD-10, Ethereum, Blockchain Technology, EHR, Investments, HIPAA, Analytics, Business Strategy, Business Analysis, Marketing Strategy, Medicine, Life Insurance, ICD-9, Start-ups, Hedge Funds
Education
Loyola College in Maryland
BS, Economics
University of Auckland
Minor, International Finance
Consensus Systems (ConsenSys) May 2015 - Present
Healthcare Inside January 2013 - Present
Med A-Z August 2010 - Present
Dovetail Capital January 2006 - August 2010
UBS January 2005 - December 2005
Skills
Revenue Cycle Management, Healthcare Information..., Insurance, Venture Capital, ICD-10, Ethereum, Blockchain Technology, EHR, Investments, HIPAA, Analytics, Business Strategy, Business Analysis, Marketing Strategy, Medicine, Life Insurance, ICD-9, Start-ups, Hedge Funds
Education
Loyola College in Maryland
BS, Economics
University of Auckland
Minor, International Finance
David Zander, CFP David Zander, CFP's UBS Experience September 2011 - August 2013
Job Steward
Industry Financial Services
Experience
Back Nine Financial, LLC. September 2013 - Present
UBS September 2011 - August 2013
WealthVest Marketing August 2010 - August 2011
Back Nine Financial, LLC May 2006 - August 2011
New York Life November 2004 - May 2006
Lincoln Financial Group February 2002 - January 2004
ING November 1999 - December 2001
Aetna Financial Services November 1998 - November 1999
Aetna Retirement Services July 1996 - November 1998
Life of Virginia January 1994 - January 1996
Skills
Retirement Planning, Retirement, Financial Advisory, Fixed Annuities, Sales, Management, Investments, Finance, Mutual Funds, Series 6
Education
University of Wisconsin-Whitewater 1972 — 1974
BBA, Marketing
Madison Area Technical College 1971 — 1972
Assoc Degree, Accounting
Back Nine Financial, LLC. September 2013 - Present
UBS September 2011 - August 2013
WealthVest Marketing August 2010 - August 2011
Back Nine Financial, LLC May 2006 - August 2011
New York Life November 2004 - May 2006
Lincoln Financial Group February 2002 - January 2004
ING November 1999 - December 2001
Aetna Financial Services November 1998 - November 1999
Aetna Retirement Services July 1996 - November 1998
Life of Virginia January 1994 - January 1996
Skills
Retirement Planning, Retirement, Financial Advisory, Fixed Annuities, Sales, Management, Investments, Finance, Mutual Funds, Series 6
Education
University of Wisconsin-Whitewater 1972 — 1974
BBA, Marketing
Madison Area Technical College 1971 — 1972
Assoc Degree, Accounting
Andrew Galante Andrew Galante's UBS Experience 2005 - 2008
Job Private Equity at Boyne Capital
Industry Venture Capital & Private Equity
Experience
Boyne Capital Partners March 2015 - Present
Glencoe Capital July 2009 - March 2015
W.Y. Campbell & Company 2008 - 2008
UBS 2005 - 2008
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration (MBA)
Loyola University of Chicago 2006 — 2008
BBA, Finance, Economics
Southern Methodist University 2005 — 2006
Finance, Mandarin Chinese
Seaholm High School
Boyne Capital Partners March 2015 - Present
Glencoe Capital July 2009 - March 2015
W.Y. Campbell & Company 2008 - 2008
UBS 2005 - 2008
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration (MBA)
Loyola University of Chicago 2006 — 2008
BBA, Finance, Economics
Southern Methodist University 2005 — 2006
Finance, Mandarin Chinese
Seaholm High School
Alyson Carberry's UBS Experience June 2010 - August 2010
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
Skanska June 2011 - August 2011
UBS June 2010 - August 2010
Skills
PowerPoint, Portfolio Management, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Analysis, Finance
Education
Manhattan College 2008 — 2012
Universidad Complutense de Madrid 2010 — 2010
Morgan Stanley October 2012 - Present
Skanska June 2011 - August 2011
UBS June 2010 - August 2010
Skills
PowerPoint, Portfolio Management, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Analysis, Finance
Education
Manhattan College 2008 — 2012
Universidad Complutense de Madrid 2010 — 2010
Meghan Cavanagh Meghan Cavanagh's UBS Experience June 2006 - August 2006
Job Investor Relations Associate at Siguler Guff & Company
Industry Financial Services
Experience
Siguler Guff & Company October 2014 - Present
Fortress Investment Group April 2013 - October 2014
Beam Financial Solutions June 2012 - April 2013
Lily Pond Capital November 2009 - June 2012
Morgan Stanley January 2007 - November 2009
UBS June 2006 - August 2006
Citi June 2005 - August 2005
Skills
Bloomberg, Imagine Trading Systems
Education
Loyola University Maryland 2003 — 2007
BBA, Marketing
Siguler Guff & Company October 2014 - Present
Fortress Investment Group April 2013 - October 2014
Beam Financial Solutions June 2012 - April 2013
Lily Pond Capital November 2009 - June 2012
Morgan Stanley January 2007 - November 2009
UBS June 2006 - August 2006
Citi June 2005 - August 2005
Skills
Bloomberg, Imagine Trading Systems
Education
Loyola University Maryland 2003 — 2007
BBA, Marketing
Troy Malbon's UBS Experience June 2011 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS June 2011 - Present
Edward Jones August 2005 - June 2011
General Dynamics January 1999 - August 2005
Nalco, An Ecolab Company March 1995 - December 1998
Sunoco January 1990 - March 1995
Education
Southern New Hampshire University 2001 — 2004
MBA, Business Management
Maine Maritime Academy 1985 — 1989
Bachelor of Science (B.S.), Marine Engineering
UBS June 2011 - Present
Edward Jones August 2005 - June 2011
General Dynamics January 1999 - August 2005
Nalco, An Ecolab Company March 1995 - December 1998
Sunoco January 1990 - March 1995
Education
Southern New Hampshire University 2001 — 2004
MBA, Business Management
Maine Maritime Academy 1985 — 1989
Bachelor of Science (B.S.), Marine Engineering
Erin Mackay Erin Mackay's UBS Experience April 2004 - June 2009
Job Staff Accountant at RSG Resource Systems Group, Inc.
Industry Computer & Network Security
Experience
RSG - Resource Systems Group, Inc. June 2015 - Present
Maponics December 2014 - June 2015
Vestmark February 2013 - November 2014
Royal Bank of Scotland September 2009 - March 2012
UBS April 2004 - June 2009
Interactive Brokers September 2001 - April 2004
Education
Manhattanville College 1996 — 2000
Business Management
RSG - Resource Systems Group, Inc. June 2015 - Present
Maponics December 2014 - June 2015
Vestmark February 2013 - November 2014
Royal Bank of Scotland September 2009 - March 2012
UBS April 2004 - June 2009
Interactive Brokers September 2001 - April 2004
Education
Manhattanville College 1996 — 2000
Business Management
shashank viswanadha's UBS Experience June 2007 - January 2010
Job Vice President at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas June 2011 - Present
UBS Investment Bank February 2010 - August 2011
UBS June 2007 - January 2010
IBM 2005 - 2006
Skills
Trading Systems, Unix, Unix Shell Scripting, Multithreading, C, Linux, SQL, Derivatives, Core Java, C, Shell Scripting, Volatility, Trading, Low Latency, Software Development, Market Data, C++, Electronic Trading, Options, Market Making, XML, Equity Derivatives, Credit Derivatives, Investment Banking
Education
State University of New York at Stony Brook 2006 — 2007
Master of Science (MS), Computer Science
Malaviya National Insitute of Technology Jaipur 2001 — 2005
B.Tech, Information Technology
BNP Paribas June 2011 - Present
UBS Investment Bank February 2010 - August 2011
UBS June 2007 - January 2010
IBM 2005 - 2006
Skills
Trading Systems, Unix, Unix Shell Scripting, Multithreading, C, Linux, SQL, Derivatives, Core Java, C, Shell Scripting, Volatility, Trading, Low Latency, Software Development, Market Data, C++, Electronic Trading, Options, Market Making, XML, Equity Derivatives, Credit Derivatives, Investment Banking
Education
State University of New York at Stony Brook 2006 — 2007
Master of Science (MS), Computer Science
Malaviya National Insitute of Technology Jaipur 2001 — 2005
B.Tech, Information Technology
Kunal Chauhan's UBS Experience September 2013 - December 2013
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard June 2015 - Present
Lazard June 2014 - August 2014
UBS September 2013 - December 2013
Community Reinvestment Fund January 2013 - August 2013
Macalester College September 2011 - August 2013
Exceed Sverige May 2011 - August 2011
Skills
Economics, Data Analysis, PowerPoint, Research, Financial Analysis, Java, Microsoft Excel, International Relations, Public Speaking, Financial Modeling, Valuation, Mergers & Acquisitions, Teamwork
Education
Macalester College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Computer Science
United World College Red Cross Nordic 2009 — 2011
International Baccalaureate
Lazard June 2015 - Present
Lazard June 2014 - August 2014
UBS September 2013 - December 2013
Community Reinvestment Fund January 2013 - August 2013
Macalester College September 2011 - August 2013
Exceed Sverige May 2011 - August 2011
Skills
Economics, Data Analysis, PowerPoint, Research, Financial Analysis, Java, Microsoft Excel, International Relations, Public Speaking, Financial Modeling, Valuation, Mergers & Acquisitions, Teamwork
Education
Macalester College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Computer Science
United World College Red Cross Nordic 2009 — 2011
International Baccalaureate
Phil Chmieleski Phil Chmieleski's UBS Experience June 1990 - July 2001
Job Senior Construction Materials Executive
Industry Construction
Experience
Industrial Fabrics, Inc. August 2015 - Present
Premier Concrete Inc. August 2015 - Present
Tindall Corporation December 2014 - August 2015
Contech Engineered Solutions September 2013 - December 2014
Beyond Analysis January 2009 - September 2013
Prudential Palms Realty December 2007 - January 2009
Sandcastles of Sarasota/Collingwood Construction Group July 2001 - September 2007
UBS June 1990 - July 2001
Morgan Stanley March 1983 - June 1990
Contech Engineered Solutions June 1977 - March 1983
Skills
Investments, Entrepreneurship, Leadership, Portfolio Management, Real Estate, Program Management, Team Leadership, Asset Managment, Strategic Planning, Real Estate Development, Marketing, Wealth Management, Management, Construction, Nonprofits, Fundraising, Asset Allocation, Asset Management, Small Business, Sales, Networking, Negotiation, Finance, Mergers & Acquisitions, Management Consulting, Financial Analysis, Start-ups, Contract Negotiation, Customer Service, Marketing Strategy, New Business Development, Insurance, Business Planning, Business Strategy, Sales Management, Facebook, Business Development, Public Speaking, Strategy, Investment Advisory, Private Equity, Mergers, Risk Management, Business, Team Building, Budgets, Executive Management, Contract Management, Green Building, LEED
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Securities Industry Association Program
Manhattan College 1981 — 1983
Completed select graduate business coursework.
The University of Connecticut 1973 — 1977
BS, Civil Engineering
Industrial Fabrics, Inc. August 2015 - Present
Premier Concrete Inc. August 2015 - Present
Tindall Corporation December 2014 - August 2015
Contech Engineered Solutions September 2013 - December 2014
Beyond Analysis January 2009 - September 2013
Prudential Palms Realty December 2007 - January 2009
Sandcastles of Sarasota/Collingwood Construction Group July 2001 - September 2007
UBS June 1990 - July 2001
Morgan Stanley March 1983 - June 1990
Contech Engineered Solutions June 1977 - March 1983
Skills
Investments, Entrepreneurship, Leadership, Portfolio Management, Real Estate, Program Management, Team Leadership, Asset Managment, Strategic Planning, Real Estate Development, Marketing, Wealth Management, Management, Construction, Nonprofits, Fundraising, Asset Allocation, Asset Management, Small Business, Sales, Networking, Negotiation, Finance, Mergers & Acquisitions, Management Consulting, Financial Analysis, Start-ups, Contract Negotiation, Customer Service, Marketing Strategy, New Business Development, Insurance, Business Planning, Business Strategy, Sales Management, Facebook, Business Development, Public Speaking, Strategy, Investment Advisory, Private Equity, Mergers, Risk Management, Business, Team Building, Budgets, Executive Management, Contract Management, Green Building, LEED
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Securities Industry Association Program
Manhattan College 1981 — 1983
Completed select graduate business coursework.
The University of Connecticut 1973 — 1977
BS, Civil Engineering
Gene Luke Novak, Jr.'s UBS Experience January 2013 - Present
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS January 2013 - Present
Education
Loyola University New Orleans 1996 — 1999
Master of Business Administration (MBA), International Finance
Loyola University New Orleans 1982 — 1987
Bachelor of Business Administration (BBA), International Finance
UBS January 2013 - Present
Education
Loyola University New Orleans 1996 — 1999
Master of Business Administration (MBA), International Finance
Loyola University New Orleans 1982 — 1987
Bachelor of Business Administration (BBA), International Finance
Erik Padilla Erik Padilla's UBS Experience July 2006 - July 2008
Job Store Supervisor at TD
Industry Banking
Experience
TD January 2015 - Present
TD June 2014 - January 2015
TD February 2012 - June 2014
TD July 2011 - February 2012
American Income Life May 2011 - July 2011
New York Life Insurance Company February 2011 - April 2011
Vilage & Company LLC August 2008 - January 2011
UBS July 2006 - July 2008
Skills
Banking, Retail Banking, Retirement Planning, Customer Service, Customer Retention, Property & Casualty..., Fixed Annuities, Customer Oriented, Customer Engagement, IRAs, CDS, Mutual Funds, Term Life Insurance, Whole Life, Sales, Financial Goals, Cold Calling, Finance, Insurance, Loans, Microsoft Word, Financial Services, Microsoft Office, Investments, Consumer Lending
Education
Westchester Community College 2006 — 2008
Associate's degree, Business Administration and Management, General
Palm Beach Community College 2003 — 2005
Business Administration and Management, General
Lynn University 2001 — 2002
Business Administration and Management, General
Archbishop Stepinac High School 1997 — 2001
High School Degree, Liberal Arts and Sciences/Liberal Studies
St. Pauls The Apostile School- Grade School 1987 — 1997
TD January 2015 - Present
TD June 2014 - January 2015
TD February 2012 - June 2014
TD July 2011 - February 2012
American Income Life May 2011 - July 2011
New York Life Insurance Company February 2011 - April 2011
Vilage & Company LLC August 2008 - January 2011
UBS July 2006 - July 2008
Skills
Banking, Retail Banking, Retirement Planning, Customer Service, Customer Retention, Property & Casualty..., Fixed Annuities, Customer Oriented, Customer Engagement, IRAs, CDS, Mutual Funds, Term Life Insurance, Whole Life, Sales, Financial Goals, Cold Calling, Finance, Insurance, Loans, Microsoft Word, Financial Services, Microsoft Office, Investments, Consumer Lending
Education
Westchester Community College 2006 — 2008
Associate's degree, Business Administration and Management, General
Palm Beach Community College 2003 — 2005
Business Administration and Management, General
Lynn University 2001 — 2002
Business Administration and Management, General
Archbishop Stepinac High School 1997 — 2001
High School Degree, Liberal Arts and Sciences/Liberal Studies
St. Pauls The Apostile School- Grade School 1987 — 1997
Aliya Poonja Aliya Poonja's UBS Experience August 2009 - December 2009
Job Tax Consultant at Ryan
Industry Real Estate
Experience
Ryan March 2013 - Present
Portfolio Solutions Group June 2011 - March 2013
RoadSafe Traffic Systems - Corporate December 2010 - April 2011
Portland Cement Association February 2010 - September 2010
UBS August 2009 - December 2009
Skills
Accounting, Accounts Payable, Financial Reporting, Financial Analysis, Account Reconciliation, Tax, Payroll, Microsoft Office, Microsoft Excel, Accounts Receivable, Auditing, Microsoft Word, QuickBooks, Finance
Education
Loyola University of Chicago 2008 — 2010
Bachelor of Business Administration (B.B.A.), Accountancy
Ryan March 2013 - Present
Portfolio Solutions Group June 2011 - March 2013
RoadSafe Traffic Systems - Corporate December 2010 - April 2011
Portland Cement Association February 2010 - September 2010
UBS August 2009 - December 2009
Skills
Accounting, Accounts Payable, Financial Reporting, Financial Analysis, Account Reconciliation, Tax, Payroll, Microsoft Office, Microsoft Excel, Accounts Receivable, Auditing, Microsoft Word, QuickBooks, Finance
Education
Loyola University of Chicago 2008 — 2010
Bachelor of Business Administration (B.B.A.), Accountancy
J. Ryan Lopatka's UBS Experience July 2009 - August 2009
Job Associate Attorney at Kahn, Swick, & Foti, LLC
Industry Legal Services
Experience
Kahn, Swick, & Foti, LLC March 2011 - Present
UBS July 2009 - August 2009
Jenner & Block February 2005 - August 2006
Skills
Legal Writing, Legal Research, Depositions, Commercial Litigation, Litigation, Civil Litigation, Courts, Corporate Law, Appeals, Trials, Legal Assistance, Westlaw, Mediation, Personal Injury
Education
Tulane University Law School 2008 — 2010
Doctor of Law (J.D.)
Loyola University New Orleans 2000 — 2004
Bachelor of Arts (B.A.), History
Kahn, Swick, & Foti, LLC March 2011 - Present
UBS July 2009 - August 2009
Jenner & Block February 2005 - August 2006
Skills
Legal Writing, Legal Research, Depositions, Commercial Litigation, Litigation, Civil Litigation, Courts, Corporate Law, Appeals, Trials, Legal Assistance, Westlaw, Mediation, Personal Injury
Education
Tulane University Law School 2008 — 2010
Doctor of Law (J.D.)
Loyola University New Orleans 2000 — 2004
Bachelor of Arts (B.A.), History
Joanna Pamphilis Joanna Pamphilis's UBS Experience 2000 - 2009
Job KCG Holdings, Inc.
Industry Capital Markets
Experience
KCG Holdings, Inc. 2013 - Present
Getco LLC 2011 - 2013
Getco LLC 2010 - 2011
Northern Trust Asset Management 2009 - 2010
UBS 2000 - 2009
Cambridge Technology Partners 1995 - 2000
CNA Insurance 1987 - 1995
Skills
Management, Alternative Investments, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Derivatives, Executive Management, Finance, Financial Services, Hedge Funds, IT Strategy, Investment Banking, Leadership, Negotiation, Options, Program Management, Project Planning, Public Speaking, Risk Management, Strategy, Team Building, Time Management, Trading Systems
Education
Loyola University Chicago 1989 — 1991
Master of Business Administration (M.B.A.)
KCG Holdings, Inc. 2013 - Present
Getco LLC 2011 - 2013
Getco LLC 2010 - 2011
Northern Trust Asset Management 2009 - 2010
UBS 2000 - 2009
Cambridge Technology Partners 1995 - 2000
CNA Insurance 1987 - 1995
Skills
Management, Alternative Investments, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Derivatives, Executive Management, Finance, Financial Services, Hedge Funds, IT Strategy, Investment Banking, Leadership, Negotiation, Options, Program Management, Project Planning, Public Speaking, Risk Management, Strategy, Team Building, Time Management, Trading Systems
Education
Loyola University Chicago 1989 — 1991
Master of Business Administration (M.B.A.)
Rob Renicker, CFP® Rob Renicker, CFP®'s UBS Experience June 2004 - November 2006
Job Financial Consultant at Renicker Financial Group of Wells Fargo Advisors
Industry Financial Services
Experience
Renicker Financial Group of Wells Fargo Advisors November 2006 - Present
UBS June 2004 - November 2006
CenturyTel October 2002 - June 2004
Skills
Financial Advisory, Bonds, Retirement Plan..., 401k Rollovers, Financial Services, Wealth Preservation..., Investment Planning &..., Retirement Savings, Retirement Planning, Asset Allocation, Business Owner Planning, Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Analysis, Fixed Income Strategies, Insurance, Investments, Multi-generational..., Retirement, Risk Management, Securities, Mutual Funds, Annuities, Stock Analysis, Tax-efficient Strategies
Education
Louisiana State University in Shreveport 2000 — 2002
Bachelor of Science (B.S.), General Business Administration
Tyler Junior College 1992 — 1993
Associate of Arts (A.A.), Interdisciplinary Studies
Renicker Financial Group of Wells Fargo Advisors November 2006 - Present
UBS June 2004 - November 2006
CenturyTel October 2002 - June 2004
Skills
Financial Advisory, Bonds, Retirement Plan..., 401k Rollovers, Financial Services, Wealth Preservation..., Investment Planning &..., Retirement Savings, Retirement Planning, Asset Allocation, Business Owner Planning, Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Analysis, Fixed Income Strategies, Insurance, Investments, Multi-generational..., Retirement, Risk Management, Securities, Mutual Funds, Annuities, Stock Analysis, Tax-efficient Strategies
Education
Louisiana State University in Shreveport 2000 — 2002
Bachelor of Science (B.S.), General Business Administration
Tyler Junior College 1992 — 1993
Associate of Arts (A.A.), Interdisciplinary Studies
Steve Dionne's UBS Experience May 2002 - August 2002
Job Distribution Strategy Consultant at Caterpillar Inc
Industry Construction
Experience
Caterpillar Inc April 2014 - Present
Caterpillar Inc. September 2011 - March 2014
Caterpillar Inc. April 2007 - September 2011
Caterpillar Inc. September 2005 - April 2007
Caterpillar Inc. May 2004 - August 2004
New York Life Insurance Company March 2003 - July 2003
UBS May 2002 - August 2002
PaineWebber May 2001 - August 2001
Skills
Sales Management, Sales, Negotiation, New Business Development, Product Development, Six Sigma, Contract Negotiation, Marketing Strategy, Manufacturing, Strategic Planning, Sales Operations, Customer Service, Marketing, Business Planning, CRM
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
Bachelor of Science (B.S.), International Marketing
Macquarie University 2003 — 2003
Summit High School 1998 — 2001
Caterpillar Inc April 2014 - Present
Caterpillar Inc. September 2011 - March 2014
Caterpillar Inc. April 2007 - September 2011
Caterpillar Inc. September 2005 - April 2007
Caterpillar Inc. May 2004 - August 2004
New York Life Insurance Company March 2003 - July 2003
UBS May 2002 - August 2002
PaineWebber May 2001 - August 2001
Skills
Sales Management, Sales, Negotiation, New Business Development, Product Development, Six Sigma, Contract Negotiation, Marketing Strategy, Manufacturing, Strategic Planning, Sales Operations, Customer Service, Marketing, Business Planning, CRM
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
Bachelor of Science (B.S.), International Marketing
Macquarie University 2003 — 2003
Summit High School 1998 — 2001
Patrick Otchy Patrick Otchy's UBS Experience March 2012 - May 2012
Job Consultant at Capco
Industry Financial Services
Experience
Capco October 2014 - Present
Capco December 2012 - October 2014
Towers Watson June 2012 - September 2012
UBS March 2012 - May 2012
Manhattan College May 2011 - April 2012
Towers Watson June 2011 - September 2011
Applied Clinical Technologies Inc May 2010 - August 2010
Education
Manhattan College 2008 — 2012
Bachelor's degree, Finance and Economics, 3.4
Don Bosco Prep 2004 — 2008
High School Diploma
Capco October 2014 - Present
Capco December 2012 - October 2014
Towers Watson June 2012 - September 2012
UBS March 2012 - May 2012
Manhattan College May 2011 - April 2012
Towers Watson June 2011 - September 2011
Applied Clinical Technologies Inc May 2010 - August 2010
Education
Manhattan College 2008 — 2012
Bachelor's degree, Finance and Economics, 3.4
Don Bosco Prep 2004 — 2008
High School Diploma
Manak Chojar Manak Chojar's UBS Experience June 2010 - June 2011
Job Senior Analyst at Integra Realty Resources
Industry Financial Services
Experience
Integra Realty Resources May 2012 - Present
Loyola Limited July 2011 - April 2012
Loyola Limited October 2010 - July 2011
UBS June 2010 - June 2011
Loyola University Chicago August 2009 - December 2009
Experian June 2009 - August 2009
Skills
Finance, Argus Modeling, DCF Valuation, Microsoft Office, Commercial Real Estate..., Real Estate Economics, Market Research, Investment Properties, Appraisals, Financial Analysis, Asset Management, Due Diligence
Education
Loyola University of Chicago 2008 — 2012
BBA, Finance, International Business
John Felice Rome Center 2010 — 2010
Integra Realty Resources May 2012 - Present
Loyola Limited July 2011 - April 2012
Loyola Limited October 2010 - July 2011
UBS June 2010 - June 2011
Loyola University Chicago August 2009 - December 2009
Experian June 2009 - August 2009
Skills
Finance, Argus Modeling, DCF Valuation, Microsoft Office, Commercial Real Estate..., Real Estate Economics, Market Research, Investment Properties, Appraisals, Financial Analysis, Asset Management, Due Diligence
Education
Loyola University of Chicago 2008 — 2012
BBA, Finance, International Business
John Felice Rome Center 2010 — 2010
Aleks Berdichevsky's UBS Experience July 2015 - Present
Job Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS July 2015 - Present
UBS January 2013 - Present
Fifth Third Bank June 2011 - January 2013
Skills
Series 7, Series 66, Illinois Life and...
Education
Loyola University Chicago 2008 — 2012
B.B.A., International Business, Finance
Tel Aviv University 2011 — 2012
International Business
Glenbrook North High School
UBS July 2015 - Present
UBS January 2013 - Present
Fifth Third Bank June 2011 - January 2013
Skills
Series 7, Series 66, Illinois Life and...
Education
Loyola University Chicago 2008 — 2012
B.B.A., International Business, Finance
Tel Aviv University 2011 — 2012
International Business
Glenbrook North High School
Dylan Giebler Dylan Giebler's UBS Experience August 2013 - Present
Job IT Project Officer (GTP) UBS
Industry Information Technology and Services
Experience
UBS August 2013 - Present
Zicklin School Of Business, CUNY Baruch January 2013 - June 2013
IBM September 2012 - December 2012
UBS June 2012 - August 2012
Curious Pictures November 2010 - June 2012
Manhattan College February 2010 - May 2010
TM Technology Partners December 2008 - December 2009
Gravity (formerly RhinoFX) January 2008 - May 2008
Skills
Microsoft Office, Microsoft Excel, C++, Photoshop, PowerPoint, C, Project Management, Mac OS X, Management, OS X
Education
CUNY Baruch 2011 — 2013
M.S., Business Computer Information Systems
Manhattan College 2006 — 2010
B.S., Computer Information Systems
Pine Bush High School 2002 — 2006
UBS August 2013 - Present
Zicklin School Of Business, CUNY Baruch January 2013 - June 2013
IBM September 2012 - December 2012
UBS June 2012 - August 2012
Curious Pictures November 2010 - June 2012
Manhattan College February 2010 - May 2010
TM Technology Partners December 2008 - December 2009
Gravity (formerly RhinoFX) January 2008 - May 2008
Skills
Microsoft Office, Microsoft Excel, C++, Photoshop, PowerPoint, C, Project Management, Mac OS X, Management, OS X
Education
CUNY Baruch 2011 — 2013
M.S., Business Computer Information Systems
Manhattan College 2006 — 2010
B.S., Computer Information Systems
Pine Bush High School 2002 — 2006
Louis Butler Louis Butler's UBS Experience February 2010 - July 2010
Job Lubin MBA Student /Coop at IBM
Industry Financial Services
Experience
IBM July 2012 - Present
IBM February 2011 - Present
UBS February 2010 - July 2010
Morgan Stanley September 2008 - August 2009
Manhattanville College 2005 - 2009
TUDOR INVESTMENT CORPORATION June 2008 - August 2008
MasterCard June 2007 - August 2007
Skills
Cash Management, Bloomberg, Mergers & Acquisitions, Financial Reporting, Financial Analysis, Corporate Finance, PowerPoint, Financial Modeling, Equities, Derivatives, Asset Management, Spanish, Risk Management, Banking, Portfolio Management, Investments, Tax, Internal Audit, Financial Services, Due Diligence, Fixed Income, Accounting, Valuation, Finance, Economics, Capital Markets, Financial Accounting, Investment Banking, Business Analysis, Analysis
Education
Pace University 2010 — 2012
MBA, Finance - Financial Management
Manhattanville College 2005 — 2009
BA, International Business Management, Political Science, Finance
IBM July 2012 - Present
IBM February 2011 - Present
UBS February 2010 - July 2010
Morgan Stanley September 2008 - August 2009
Manhattanville College 2005 - 2009
TUDOR INVESTMENT CORPORATION June 2008 - August 2008
MasterCard June 2007 - August 2007
Skills
Cash Management, Bloomberg, Mergers & Acquisitions, Financial Reporting, Financial Analysis, Corporate Finance, PowerPoint, Financial Modeling, Equities, Derivatives, Asset Management, Spanish, Risk Management, Banking, Portfolio Management, Investments, Tax, Internal Audit, Financial Services, Due Diligence, Fixed Income, Accounting, Valuation, Finance, Economics, Capital Markets, Financial Accounting, Investment Banking, Business Analysis, Analysis
Education
Pace University 2010 — 2012
MBA, Finance - Financial Management
Manhattanville College 2005 — 2009
BA, International Business Management, Political Science, Finance
Sarah Jakeway Sarah Jakeway's UBS Experience September 2003 - May 2004
Job Vice President, Financial Analysis at MasterCard
Industry Financial Services
Experience
MasterCard July 2013 - Present
MasterCard April 2011 - June 2013
Chartis Insurance October 2009 - April 2011
Travelers July 2007 - October 2009
Travelers Insurance Co July 2004 - July 2007
UBS September 2003 - May 2004
Travelers Insurance Co May 2003 - September 2003
Skills
Forecasting, Financial Analysis, Financial Reporting, Strategic Financial..., Hyperion Enterprise, Managerial Finance, Accounting, Corporate Finance, Budgets, Analysis, Finance, Essbase, Strategic Planning, Financial Modeling, Account Reconciliation, Management, Hyperion Planning, Insurance, Credit Cards, Executive Management, Process Improvement, Leadership
Education
Loyola University Maryland 2000 — 2004
BBA, Finance
MasterCard July 2013 - Present
MasterCard April 2011 - June 2013
Chartis Insurance October 2009 - April 2011
Travelers July 2007 - October 2009
Travelers Insurance Co July 2004 - July 2007
UBS September 2003 - May 2004
Travelers Insurance Co May 2003 - September 2003
Skills
Forecasting, Financial Analysis, Financial Reporting, Strategic Financial..., Hyperion Enterprise, Managerial Finance, Accounting, Corporate Finance, Budgets, Analysis, Finance, Essbase, Strategic Planning, Financial Modeling, Account Reconciliation, Management, Hyperion Planning, Insurance, Credit Cards, Executive Management, Process Improvement, Leadership
Education
Loyola University Maryland 2000 — 2004
BBA, Finance
Kasia Klimiuk Kasia Klimiuk's UBS Experience June 2008 - August 2008
Job Appraiser at Gordon BrothersAccuVal
Industry Financial Services
Experience
Gordon Brothers Group April 2015 - Present
AccuVal Associates September 2009 - April 2015
Warner Music Group January 2009 - May 2009
UBS June 2008 - August 2008
Manhattan College January 2006 - May 2008
Skills
Fundraising, Microsoft Excel, Financial Analysis, Microsoft Word, Research, Microsoft Office, Corporate Finance, PowerPoint, Financial Modeling, Access, Strategic Planning, Marketing, Public Speaking, Outlook, Accounting, Project Management, Analysis, Facebook, Theatre, Musical Theatre, Performing Arts, Singing, Acting, Drama, Shakespeare, Dance, Contemporary Dance, Jazz Dance, Ballroom Dance, Hip Hop, Ballet, Tap, Production Managment, Graphic Design, Logo Design, Microsoft Publisher, Comedy, Improvisation, Improvisational Comedy, Stage, Stage Make-up, Stage Combat, Accents, Clarinet, Management, Strategy, Asset Based Lending
Education
Manhattan College 2005 — 2009
BS, Finance, Global Business
Hampton Bays Secondary School 2001 — 2005
Advanced Regents Diploma
Gordon Brothers Group April 2015 - Present
AccuVal Associates September 2009 - April 2015
Warner Music Group January 2009 - May 2009
UBS June 2008 - August 2008
Manhattan College January 2006 - May 2008
Skills
Fundraising, Microsoft Excel, Financial Analysis, Microsoft Word, Research, Microsoft Office, Corporate Finance, PowerPoint, Financial Modeling, Access, Strategic Planning, Marketing, Public Speaking, Outlook, Accounting, Project Management, Analysis, Facebook, Theatre, Musical Theatre, Performing Arts, Singing, Acting, Drama, Shakespeare, Dance, Contemporary Dance, Jazz Dance, Ballroom Dance, Hip Hop, Ballet, Tap, Production Managment, Graphic Design, Logo Design, Microsoft Publisher, Comedy, Improvisation, Improvisational Comedy, Stage, Stage Make-up, Stage Combat, Accents, Clarinet, Management, Strategy, Asset Based Lending
Education
Manhattan College 2005 — 2009
BS, Finance, Global Business
Hampton Bays Secondary School 2001 — 2005
Advanced Regents Diploma
Ryan Hyon Kim's UBS Experience February 2012 - May 2012
Job Program Management Analyst at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase July 2012 - Present
UBS February 2012 - May 2012
Towson University August 2010 - May 2012
Walmart June 2011 - August 2011
Gap Inc./Banana Republic June 2010 - July 2010
Armani Exchange November 2008 - January 2010
Skills
Microsoft Office, SharePoint, Event Management, WiX, Prezi, Nero, Symplicity, Oracle, PeopleSoft, Team Oriented, Detailed Planning, Visual Thinking, Snowboarding, Telxon, Glo-Bus, WavePad, Microsoft Excel
Education
Loyola University Maryland 2015 — 2017
Master of Business Administration (MBA)
Towson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Richard Montgomery High School 2004 — 2008
JPMorgan Chase July 2012 - Present
UBS February 2012 - May 2012
Towson University August 2010 - May 2012
Walmart June 2011 - August 2011
Gap Inc./Banana Republic June 2010 - July 2010
Armani Exchange November 2008 - January 2010
Skills
Microsoft Office, SharePoint, Event Management, WiX, Prezi, Nero, Symplicity, Oracle, PeopleSoft, Team Oriented, Detailed Planning, Visual Thinking, Snowboarding, Telxon, Glo-Bus, WavePad, Microsoft Excel
Education
Loyola University Maryland 2015 — 2017
Master of Business Administration (MBA)
Towson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Richard Montgomery High School 2004 — 2008
Robert Smith MBA CFP® Robert Smith MBA CFP®'s UBS Experience 1999 - 2001
Job Wealth Management for Executives & Directors
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC 2006 - Present
A.G. Edwards 2003 - 2006
Morgan Stanley 2001 - 2003
UBS 1999 - 2001
MC 100, Inc. 1992 - 1999
Skills
Wealth Management for..., Financial Services, Executive Management, Succession Planning, Estate Planning, Wealth, Asset Management, Estate Tax Planning, Retirement Planning, Wealth Management
Education
Loyola College in Maryland 1983 — 1985
Master of Business Administration (M.B.A.), Executive MBA
San Diego State University-California State University 1974 — 1977
Bachelor's Degree, Business Administration (Management)
Raymond James Financial Services, Inc. Member FINRA/SIPC 2006 - Present
A.G. Edwards 2003 - 2006
Morgan Stanley 2001 - 2003
UBS 1999 - 2001
MC 100, Inc. 1992 - 1999
Skills
Wealth Management for..., Financial Services, Executive Management, Succession Planning, Estate Planning, Wealth, Asset Management, Estate Tax Planning, Retirement Planning, Wealth Management
Education
Loyola College in Maryland 1983 — 1985
Master of Business Administration (M.B.A.), Executive MBA
San Diego State University-California State University 1974 — 1977
Bachelor's Degree, Business Administration (Management)
Jarred Olson Jarred Olson's UBS Experience June 2010 - July 2010
Job Project Management Professional at CH2M HILL
Industry Investment Banking
Experience
CH2M HILL September 2013 - Present
Winter Park Resort 2007 - Present
CH2M HILL April 2013 - September 2013
Newmont Mining Corporation June 2012 - September 2012
African Wild Child September 2011 - June 2012
Newmont Mining Corporation June 2011 - September 2011
UBS June 2010 - July 2010
University of Denver 2010 - 2010
UBS 2009 - 2010
Rolling Hills Country Club 2006 - 2008
Skills
Microsoft Office, Outdoor Emergency Care, Financial Analysis, Project Management, Financial Modeling, Market Research, Budget, Budgets, PowerPoint, Entrepreneurship, Analysis, Contract Negotiation, Leadership, Data Analysis, Corporate Development, Data Analytics, Information Technology, Mergers & Acquisitions, LBO, Social Networking, Marketing, Customer Service, Event Planning, Finance, Management, Competitive Analysis, Research, Strategic Planning, Accounting, Microsoft Excel, Social Media, Event Management, Microsoft Word
Education
University of Denver - Daniels College of Business 2012 — 2013
Master of Business Administration (MBA), Finance / Business Analytics
University of Denver - Daniels College of Business 2009 — 2012
BSBA, International Business
Universiteit Maastricht 2010 — 2010
Rocky Mountain Lutheran High School 2004 — 2008
2004
CH2M HILL September 2013 - Present
Winter Park Resort 2007 - Present
CH2M HILL April 2013 - September 2013
Newmont Mining Corporation June 2012 - September 2012
African Wild Child September 2011 - June 2012
Newmont Mining Corporation June 2011 - September 2011
UBS June 2010 - July 2010
University of Denver 2010 - 2010
UBS 2009 - 2010
Rolling Hills Country Club 2006 - 2008
Skills
Microsoft Office, Outdoor Emergency Care, Financial Analysis, Project Management, Financial Modeling, Market Research, Budget, Budgets, PowerPoint, Entrepreneurship, Analysis, Contract Negotiation, Leadership, Data Analysis, Corporate Development, Data Analytics, Information Technology, Mergers & Acquisitions, LBO, Social Networking, Marketing, Customer Service, Event Planning, Finance, Management, Competitive Analysis, Research, Strategic Planning, Accounting, Microsoft Excel, Social Media, Event Management, Microsoft Word
Education
University of Denver - Daniels College of Business 2012 — 2013
Master of Business Administration (MBA), Finance / Business Analytics
University of Denver - Daniels College of Business 2009 — 2012
BSBA, International Business
Universiteit Maastricht 2010 — 2010
Rocky Mountain Lutheran High School 2004 — 2008
2004
Kieran Harper's UBS Experience January 2012 - April 2012
Job Student at Loyola University New Orleans
Industry Accounting
Experience
Postlethwaite & Netterville June 2013 - Present
Pindar Vineyards Wine Store May 2011 - August 2012
UBS January 2012 - April 2012
Education
Loyola University New Orleans 2009 — 2013
Loyola University of New Orleans 2009 — 2013
Bachelor of Accountancy, Finance and Accounting
Postlethwaite & Netterville June 2013 - Present
Pindar Vineyards Wine Store May 2011 - August 2012
UBS January 2012 - April 2012
Education
Loyola University New Orleans 2009 — 2013
Loyola University of New Orleans 2009 — 2013
Bachelor of Accountancy, Finance and Accounting
Emily McCoy's UBS Experience May 2011 - July 2011
Job Midwest Account Manager at Maxim Inc. (MAXIM Magazine)
Industry Marketing and Advertising
Experience
Maxim Inc. (MAXIM Magazine) August 2014 - Present
Hearst Magazines July 2013 - August 2014
Hearst Magazines September 2011 - July 2013
UBS May 2011 - July 2011
TalentDrive January 2011 - May 2011
Hearst Magazines January 2010 - June 2010
Skills
Advertising, Writing, Proposal Writing, Advertising Sales, Administrative Support, Marketing Communications, Marketing Strategy, Social Media, Market Research, Magazines, Event Planning, Management, Press Releases, Facebook, Creative Strategy, Public Relations, Marketing, Integrated Marketing, Digital Media
Education
Loyola University Chicago 2006 — 2010
B.A., Advertising/Public Relations
John Felice Rome Center (Loyola University) 2008 — 2008
Maxim Inc. (MAXIM Magazine) August 2014 - Present
Hearst Magazines July 2013 - August 2014
Hearst Magazines September 2011 - July 2013
UBS May 2011 - July 2011
TalentDrive January 2011 - May 2011
Hearst Magazines January 2010 - June 2010
Skills
Advertising, Writing, Proposal Writing, Advertising Sales, Administrative Support, Marketing Communications, Marketing Strategy, Social Media, Market Research, Magazines, Event Planning, Management, Press Releases, Facebook, Creative Strategy, Public Relations, Marketing, Integrated Marketing, Digital Media
Education
Loyola University Chicago 2006 — 2010
B.A., Advertising/Public Relations
John Felice Rome Center (Loyola University) 2008 — 2008
Joseph Eng's UBS Experience 2004 - 2005
Job Technology and Operations Manager
Industry Information Technology and Services
Experience
Renaissance Macro Research June 2013 - Present
FTEN, a Nasdaq OMX Company March 2010 - June 2013
JPMorgan Chase June 2008 - March 2010
Bear Stearns September 2005 - June 2008
UBS 2004 - 2005
Millennium Partners February 2002 - July 2004
Blackwood Trading November 2001 - February 2002
Bear Stearns April 1996 - October 2001
IMI Systems June 1995 - April 1996
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Equity Trading, Low Latency, Options, Derivatives, Prime Brokerage, Trading, Fixed Income, Order Management, Hedge Funds, Capital Markets, Middle Office, Financial Markets, Securities, FX Options, Series 7, Investment Banking, Structured Products, Sybase, SDLC, Business Analysis, Enterprise Architecture, Unix, Bloomberg, Equity Derivatives, Reference Data, Exchange Connectivity, Series 63, Back Office, Trading Strategies, Credit Derivatives, Swaps, Quality Assurance, FX trading, Trading System, Settlement, Technical Analysis, Interest Rate..., Commodity, Risk Management, Market Risk, Corporate Actions, Portfolio Management, Financial Risk, Bonds, Foreign Exchange, Financial Services
Education
Manhattan College
BA, Computer Science
Stony Brook University
Computer Science
Fordham Prep
HS
Renaissance Macro Research June 2013 - Present
FTEN, a Nasdaq OMX Company March 2010 - June 2013
JPMorgan Chase June 2008 - March 2010
Bear Stearns September 2005 - June 2008
UBS 2004 - 2005
Millennium Partners February 2002 - July 2004
Blackwood Trading November 2001 - February 2002
Bear Stearns April 1996 - October 2001
IMI Systems June 1995 - April 1996
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Equity Trading, Low Latency, Options, Derivatives, Prime Brokerage, Trading, Fixed Income, Order Management, Hedge Funds, Capital Markets, Middle Office, Financial Markets, Securities, FX Options, Series 7, Investment Banking, Structured Products, Sybase, SDLC, Business Analysis, Enterprise Architecture, Unix, Bloomberg, Equity Derivatives, Reference Data, Exchange Connectivity, Series 63, Back Office, Trading Strategies, Credit Derivatives, Swaps, Quality Assurance, FX trading, Trading System, Settlement, Technical Analysis, Interest Rate..., Commodity, Risk Management, Market Risk, Corporate Actions, Portfolio Management, Financial Risk, Bonds, Foreign Exchange, Financial Services
Education
Manhattan College
BA, Computer Science
Stony Brook University
Computer Science
Fordham Prep
HS
Donna Sardanopoli's UBS Experience September 1996 - March 2005
Job Owner, Regulatory Intelligence Compliance Solutions Inc.
Industry Financial Services
Experience
Regulatory Intelligence Compliance Solutions Inc. (RI) March 2006 - Present
UBS September 1996 - March 2005
New York Stock Exchange June 1989 - September 1996
Skills
Compliance, Securities, Auditing, Risk, Banking, Analysis, Small Business, Management Consulting, Product Development, Audit, AML, Corporate Governance, Governance, Internal Audit, Policy, Financial Risk, Management, Mutual Funds, Anti Money Laundering, Due Diligence, Executive Management, Risk Management, Financial Services, Investments
Education
Manhattan College 1985 — 1989
Regulatory Intelligence Compliance Solutions Inc. (RI) March 2006 - Present
UBS September 1996 - March 2005
New York Stock Exchange June 1989 - September 1996
Skills
Compliance, Securities, Auditing, Risk, Banking, Analysis, Small Business, Management Consulting, Product Development, Audit, AML, Corporate Governance, Governance, Internal Audit, Policy, Financial Risk, Management, Mutual Funds, Anti Money Laundering, Due Diligence, Executive Management, Risk Management, Financial Services, Investments
Education
Manhattan College 1985 — 1989
Christine Marchiselli's UBS Experience July 1999 - March 2001
Job Executive Director, Senior Human Resources Business Partner
Industry Human Resources
Experience
J.P. Morgan June 2010 - Present
PENCIL 2008 - Present
Bank of America Merrill Lynch January 2010 - June 2010
Bank of America Merrill Lynch January 2009 - December 2009
Merrill Lynch March 2006 - January 2009
UBS July 1999 - March 2001
Paine Webber 1989 - 1999
Education
Manhattan College
BA, English
Teachers College of Columbia University
Organizational Psychology
J.P. Morgan June 2010 - Present
PENCIL 2008 - Present
Bank of America Merrill Lynch January 2010 - June 2010
Bank of America Merrill Lynch January 2009 - December 2009
Merrill Lynch March 2006 - January 2009
UBS July 1999 - March 2001
Paine Webber 1989 - 1999
Education
Manhattan College
BA, English
Teachers College of Columbia University
Organizational Psychology
Chris Salvado's UBS Experience January 1998 - July 2001
Job Managing Partner GS Energy
Industry Financial Services
Experience
GS Energy Partners 2005 - Present
GS Energy January 2004 - Present
Jane Street Capital September 2001 - January 2004
UBS January 1998 - July 2001
Cantor Fitzgerald September 1996 - January 1998
Skills
Currency, Equities, Hedge Funds, Commodity, Derivatives, Trading Systems, Options, Trading, Hedging, ETFs, Proprietary Trading, Trading Strategies, Capital Markets, Electronic Trading, Bloomberg, Fixed Income, Equity Trading, Financial Markets, Portfolio Management
Education
Loyola University Maryland 1992 — 1996
GS Energy Partners 2005 - Present
GS Energy January 2004 - Present
Jane Street Capital September 2001 - January 2004
UBS January 1998 - July 2001
Cantor Fitzgerald September 1996 - January 1998
Skills
Currency, Equities, Hedge Funds, Commodity, Derivatives, Trading Systems, Options, Trading, Hedging, ETFs, Proprietary Trading, Trading Strategies, Capital Markets, Electronic Trading, Bloomberg, Fixed Income, Equity Trading, Financial Markets, Portfolio Management
Education
Loyola University Maryland 1992 — 1996
Jerome Austriaco's UBS Experience August 2005 - September 2006
Job General Dentist MultiPractice Owner at Aspen Dental
Industry Medical Practice
Experience
Aspen Dental December 2011 - Present
Palatine Complete Dental August 2005 - March 2013
Principal Financial Group January 2009 - October 2012
ClearChoice Dental Implant Centers September 2011 - January 2012
Morgan Stanley September 2006 - January 2009
UBS August 2005 - September 2006
Dental Care Professionals, Ltd. October 1988 - August 2005
Skills
Dentistry, Healthcare, Leadership, Team Building, Business Strategy, Practice Management, Strategic Planning, Healthcare Management, Marketing, Public Speaking, Entrepreneurship, Cross-functional Team..., Strategy, Management, Finance, Hospitals, Training, Leadership Development
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
University of Illinois at Chicago 1984 — 1988
DDS
Loyola University of Chicago 1980 — 1984
Bachelor's Degree
Downers Grove North High School 1976 — 1980
Diploma
Aspen Dental December 2011 - Present
Palatine Complete Dental August 2005 - March 2013
Principal Financial Group January 2009 - October 2012
ClearChoice Dental Implant Centers September 2011 - January 2012
Morgan Stanley September 2006 - January 2009
UBS August 2005 - September 2006
Dental Care Professionals, Ltd. October 1988 - August 2005
Skills
Dentistry, Healthcare, Leadership, Team Building, Business Strategy, Practice Management, Strategic Planning, Healthcare Management, Marketing, Public Speaking, Entrepreneurship, Cross-functional Team..., Strategy, Management, Finance, Hospitals, Training, Leadership Development
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
University of Illinois at Chicago 1984 — 1988
DDS
Loyola University of Chicago 1980 — 1984
Bachelor's Degree
Downers Grove North High School 1976 — 1980
Diploma
Neeru Arora's UBS Experience June 1998 - February 2003
Job Chief Knowledge Officer
Industry Insurance
Experience
Aon Corporation May 2007 - Present
Aon July 2007 - March 2012
McKinsey & Company March 2003 - April 2007
UBS June 1998 - February 2003
CBOT April 1991 - May 1997
Skills
IT Strategy, Governance, Strategy, PMO, Analytics, Management Consulting, Strategic Planning, Vendor Management, Leadership, Management, Business Intelligence, Outsourcing, Business Transformation, Program Management, Change Management, Enterprise Architecture, Business Process..., Business Process, IT Management, Risk Management, Business Strategy, Project Portfolio..., Consulting, Enterprise Software, Business Analysis, Knowledge Management, Financial Services, Enterprise Risk..., Cloud Computing, Mergers & Acquisitions, Master Data Management, Talent Management, CRM, SDLC, Information Technology, Knowledge Sharing, Social Collaboration
Education
Loyola University Chicago 1987 — 1991
BS
Evanston Township 1984 — 1986
Aon Corporation May 2007 - Present
Aon July 2007 - March 2012
McKinsey & Company March 2003 - April 2007
UBS June 1998 - February 2003
CBOT April 1991 - May 1997
Skills
IT Strategy, Governance, Strategy, PMO, Analytics, Management Consulting, Strategic Planning, Vendor Management, Leadership, Management, Business Intelligence, Outsourcing, Business Transformation, Program Management, Change Management, Enterprise Architecture, Business Process..., Business Process, IT Management, Risk Management, Business Strategy, Project Portfolio..., Consulting, Enterprise Software, Business Analysis, Knowledge Management, Financial Services, Enterprise Risk..., Cloud Computing, Mergers & Acquisitions, Master Data Management, Talent Management, CRM, SDLC, Information Technology, Knowledge Sharing, Social Collaboration
Education
Loyola University Chicago 1987 — 1991
BS
Evanston Township 1984 — 1986
Murali Paidipati's UBS Experience Network Security EngineerUBS Investment Bank1999 - Present
Job Network Engineer at UBS
Industry Investment Banking
Experience
UBS Network Security EngineerUBS Investment Bank1999 - Present
MASTECH Japan 1998 - 1999
Education
Mangalore University 1983 — 1987
UBS Network Security EngineerUBS Investment Bank1999 - Present
MASTECH Japan 1998 - 1999
Education
Mangalore University 1983 — 1987
Christopher McNamee's UBS Experience 2000 - 2004
Job Internal/Financial/Executive Communications and Investor Relations Professional
Industry Public Relations and Communications
Experience
Teneo Strategy 2012 - 2013
Ally Financial Inc. 2008 - 2012
Assured Guaranty Corp. 2004 - 2008
UBS 2000 - 2004
Paine Webber 1997 - 2000
Financial Relations Board 1995 - 1997
Skills
Corporate Communications, Investor Relations, Corporate Finance, Press Releases, Strategy, Internal Communications, Financial Services, Finance, Management, Executive Management, Investments, Analysis
Education
Manhattan College
B.S., Marketing, Management
Teneo Strategy 2012 - 2013
Ally Financial Inc. 2008 - 2012
Assured Guaranty Corp. 2004 - 2008
UBS 2000 - 2004
Paine Webber 1997 - 2000
Financial Relations Board 1995 - 1997
Skills
Corporate Communications, Investor Relations, Corporate Finance, Press Releases, Strategy, Internal Communications, Financial Services, Finance, Management, Executive Management, Investments, Analysis
Education
Manhattan College
B.S., Marketing, Management
Colleen (Cunningham) Ruff's UBS Experience 2001 - 2006
Job Managed Accounts Wrap Accounting Supervisor at Delaware Investments
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group 2006 - Present
UBS 2001 - 2006
UBS Financial Services, Inc. 2001 - 2006
Skills
Investments, Investment Banking, Mutual Funds
Education
Loyola College in Maryland 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
University of Newcastle-upon-Tyne 1999 — 2000
Study abroad, Finance
Delaware Investments, a member of the Macquarie Group 2006 - Present
UBS 2001 - 2006
UBS Financial Services, Inc. 2001 - 2006
Skills
Investments, Investment Banking, Mutual Funds
Education
Loyola College in Maryland 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
University of Newcastle-upon-Tyne 1999 — 2000
Study abroad, Finance
Aneela Davisson's UBS Experience June 2010 - 2012
Job Sourcing Director at NBCUniversal, Inc.
Industry Broadcast Media
Experience
NBCUniversal, Inc. 2012 - Present
UBS June 2010 - 2012
Philips (NXP) 2009 - 2010
Prudential 2007 - 2009
State of Flux 2007 - 2007
University of Edinburgh 2005 - 2007
Pepsi Co 1998 - 2005
Skills
Procurement, Outsourcing, Strategic Sourcing, Supply Management, Global Sourcing, Management, Cross-functional Team..., Sourcing, Strategy, Change Management, Vendor Management, Spend Analysis, Contract Negotiation, Supply Chain Management, Business Strategy
Education
The University of Edinburgh 2005 — 2007
Master of Business Administration (MBA), International Business
Macquarie University
Master's degree
University of Lincoln
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
NBCUniversal, Inc. 2012 - Present
UBS June 2010 - 2012
Philips (NXP) 2009 - 2010
Prudential 2007 - 2009
State of Flux 2007 - 2007
University of Edinburgh 2005 - 2007
Pepsi Co 1998 - 2005
Skills
Procurement, Outsourcing, Strategic Sourcing, Supply Management, Global Sourcing, Management, Cross-functional Team..., Sourcing, Strategy, Change Management, Vendor Management, Spend Analysis, Contract Negotiation, Supply Chain Management, Business Strategy
Education
The University of Edinburgh 2005 — 2007
Master of Business Administration (MBA), International Business
Macquarie University
Master's degree
University of Lincoln
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ekalabya Kumar's UBS Experience July 2011 - February 2012
Job Vice President
Industry Banking
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan March 2012 - July 2014
UBS July 2011 - February 2012
JP Morgan February 2008 - June 2011
JP Morgan January 2006 - January 2008
Goldman Sachs December 2003 - December 2005
Citigroup Global Services March 2001 - December 2003
Education
K.J Somaiya Institute of Management Studies and Research 1999 — 2001
PGDBA, Finance
Magadh University 1995 — 1998
BA (Hons), Economics
J.P. Morgan August 2014 - Present
J.P. Morgan March 2012 - July 2014
UBS July 2011 - February 2012
JP Morgan February 2008 - June 2011
JP Morgan January 2006 - January 2008
Goldman Sachs December 2003 - December 2005
Citigroup Global Services March 2001 - December 2003
Education
K.J Somaiya Institute of Management Studies and Research 1999 — 2001
PGDBA, Finance
Magadh University 1995 — 1998
BA (Hons), Economics
Joe Kelly's UBS Experience October 2006 - August 2007
Job CTO at MKP Capital Management LLC
Industry Financial Services
Experience
MKP Capital Management August 2007 - Present
UBS October 2006 - August 2007
ABN Futures May 2004 - October 2006
Goldman Sachs 1991 - 2004
Merrill Lynch 1987 - 1991
IBM 1984 - 1987
Education
Manhattan College 1980 — 1984
Bachelor of Science (B.S.), Mathematics
MKP Capital Management August 2007 - Present
UBS October 2006 - August 2007
ABN Futures May 2004 - October 2006
Goldman Sachs 1991 - 2004
Merrill Lynch 1987 - 1991
IBM 1984 - 1987
Education
Manhattan College 1980 — 1984
Bachelor of Science (B.S.), Mathematics
Beth Geoghegan's UBS Experience May 2012 - Present
Job Executive Director, Leadership & Talent Development at UBS
Industry Financial Services
Experience
UBS May 2012 - Present
UBS June 2010 - June 2012
UBS June 2007 - 2012
UBS Investment Bank June 2006 - June 2007
UBS Investment Bank May 2002 - May 2006
UBS Investment Bank May 1999 - May 2002
Citi August 1998 - May 1999
Skills
Leadership Development, Talent Management, Workshop Facilitation, Executive Coaching, Coaching, Program Management, Training, Recruiting, Organizational...
Education
Loyola University Maryland 1994 — 1998
Bachelor of Business Administration (BBA)
UBS May 2012 - Present
UBS June 2010 - June 2012
UBS June 2007 - 2012
UBS Investment Bank June 2006 - June 2007
UBS Investment Bank May 2002 - May 2006
UBS Investment Bank May 1999 - May 2002
Citi August 1998 - May 1999
Skills
Leadership Development, Talent Management, Workshop Facilitation, Executive Coaching, Coaching, Program Management, Training, Recruiting, Organizational...
Education
Loyola University Maryland 1994 — 1998
Bachelor of Business Administration (BBA)
Sureshkumar kuppudurai's UBS Experience June 2006 - Present
Job Senior Software Engineer at Wipro Technologies
Industry Information Technology and Services
Experience
UBS June 2006 - Present
Wipro Technologies May 2006 - Present
Education
Madurai Kamaraj University 1999 — 2004
KPM
christ the king institute of technology
UBS June 2006 - Present
Wipro Technologies May 2006 - Present
Education
Madurai Kamaraj University 1999 — 2004
KPM
christ the king institute of technology
dianna barrella's UBS Experience 1998 - 2011
Job Construction Management at Turner Construction Company
Industry Construction
Experience
Turner Construction Company June 1998 - Present
UBS 1998 - 2011
Education
Manhattan College 1992 — 1996
Turner Construction Company June 1998 - Present
UBS 1998 - 2011
Education
Manhattan College 1992 — 1996
Jeanne Gade's UBS Experience June 2001 - August 2001
Job Director of Human Resources at Mystic Seaport
Industry Human Resources
Experience
Mystic Seaport January 2013 - Present
The Active Network June 2010 - January 2013
Deloitte August 2008 - June 2010
Willis November 2003 - May 2008
American Red Cross 2002 - 2002
UBS June 2001 - August 2001
Paine Webber October 1999 - August 2001
Pennie & Edmonds LLP 1992 - 1999
Skills
Recruitment/Retention, Benefits, Employee Relations, Onboarding, Talent Acquisition, Performance Management, Talent Management, Benefits Administration, Applicant Tracking..., Succession Planning, HRIS, Human Resources, Deferred Compensation, Workforce Planning, Employee Engagement, Recruiting, HR Consulting, HR Policies, Personnel Management, Technical Recruiting, Organizational..., College Recruiting, Sourcing, Employee Benefits
Education
Manhattan College 1990 — 1992
BA, International Relations
Mystic Seaport January 2013 - Present
The Active Network June 2010 - January 2013
Deloitte August 2008 - June 2010
Willis November 2003 - May 2008
American Red Cross 2002 - 2002
UBS June 2001 - August 2001
Paine Webber October 1999 - August 2001
Pennie & Edmonds LLP 1992 - 1999
Skills
Recruitment/Retention, Benefits, Employee Relations, Onboarding, Talent Acquisition, Performance Management, Talent Management, Benefits Administration, Applicant Tracking..., Succession Planning, HRIS, Human Resources, Deferred Compensation, Workforce Planning, Employee Engagement, Recruiting, HR Consulting, HR Policies, Personnel Management, Technical Recruiting, Organizational..., College Recruiting, Sourcing, Employee Benefits
Education
Manhattan College 1990 — 1992
BA, International Relations
Chris Cilenti's UBS Experience 2002 - 2006
Job Managing Director, Controller at Central Park Group, LLC
Industry Investment Management
Experience
Central Park Group, LLC October 2007 - Present
PricewaterhouseCoopers April 2006 - October 2007
UBS 2002 - 2006
BDO 2000 - 2002
Skills
Hedge Funds, Private Equity, Finance, Operational Due..., Investment Management, Alternative Investments, Auditing, Investments, Financial Analysis, Mutual Funds
Education
Manhattan College 1997 — 2000
Bachelor of Science (B.S.), Business Administration
Central Park Group, LLC October 2007 - Present
PricewaterhouseCoopers April 2006 - October 2007
UBS 2002 - 2006
BDO 2000 - 2002
Skills
Hedge Funds, Private Equity, Finance, Operational Due..., Investment Management, Alternative Investments, Auditing, Investments, Financial Analysis, Mutual Funds
Education
Manhattan College 1997 — 2000
Bachelor of Science (B.S.), Business Administration
Louie Kontos's UBS Experience January 2004 - September 2006
Job Private Client Advisor with JP Morgan
Industry Banking
Experience
JP Morgan Chase 2006 - Present
UBS January 2004 - September 2006
Morgan Stanley July 2000 - January 2004
Education
Loyola University Chicago 1995 — 1999
JP Morgan Chase 2006 - Present
UBS January 2004 - September 2006
Morgan Stanley July 2000 - January 2004
Education
Loyola University Chicago 1995 — 1999
Jen D'Annunzio's UBS Experience July 2015 - Present
Job Business Manager at UBS
Industry Sports
Experience
UBS July 2015 - Present
Allegis Global Solutions October 2012 - July 2015
Total Baseball October 2009 - October 2012
Total Sports Complex September 2005 - September 2010
Livonia Community Recreation Center August 2003 - September 2005
Livonia Parks and Recreation June 2000 - September 2005
Skills
Event Management, Customer Service, Program Facilitation, Sports, Program Management, Process Scheduler, Project Planning, Management, Event Planning, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Sports Coaching, Coaching, Sports Management, Customer Satisfaction, Microsoft Excel, Interviews, Budgets, Project Management, Analysis, Marketing Strategy, Talent Acquisition
Education
Madonna University 2002 — 2006
Bachelors, Sport Management
University of Phoenix 2010 — 2012
Masters, Business Administration
UBS July 2015 - Present
Allegis Global Solutions October 2012 - July 2015
Total Baseball October 2009 - October 2012
Total Sports Complex September 2005 - September 2010
Livonia Community Recreation Center August 2003 - September 2005
Livonia Parks and Recreation June 2000 - September 2005
Skills
Event Management, Customer Service, Program Facilitation, Sports, Program Management, Process Scheduler, Project Planning, Management, Event Planning, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Sports Coaching, Coaching, Sports Management, Customer Satisfaction, Microsoft Excel, Interviews, Budgets, Project Management, Analysis, Marketing Strategy, Talent Acquisition
Education
Madonna University 2002 — 2006
Bachelors, Sport Management
University of Phoenix 2010 — 2012
Masters, Business Administration
Larry Guzan's UBS Experience 1991 - 1999
Job Financial Services Professional
Industry Financial Services
Ronald Loosen's UBS Experience July 2006 - January 2015
Job Fund Accounting and Operations at Route One Investment Company, L.P.
Industry Financial Services
Experience
Route One Investment Company, L.P. February 2015 - Present
UBS July 2006 - January 2015
Skills
Equities, Hedge Funds, Series 7, Series 63, FX Options, Options, Account Management, Relationship Management, Swaps
Education
Loyola University Maryland 2002 — 2006
Route One Investment Company, L.P. February 2015 - Present
UBS July 2006 - January 2015
Skills
Equities, Hedge Funds, Series 7, Series 63, FX Options, Options, Account Management, Relationship Management, Swaps
Education
Loyola University Maryland 2002 — 2006
Dennis Nitka's UBS Experience August 2013 - March 2015
Job Senior Analyst for Mariner Lenus at Mariner Investment Group, LLC
Industry Financial Services
Experience
Mariner Investment Group, LLC March 2015 - Present
UBS August 2013 - March 2015
Point Frederick Capital Management LLC January 2013 - August 2013
Knight Capital Group July 2012 - January 2013
1111 Capital / Millennium Management November 2008 - June 2011
Lehman Brothers June 2004 - November 2008
Merrill Lynch January 1999 - June 2004
Skills
Market Making, Equities, Hedge Funds, Equity Trading, Fixed Income, Bloomberg, Capital Markets, Trading, Electronic Trading, Series 7, Options, Alternative Investments, Mutual Funds, Asset Management, Investment Banking, Investments, Risk Management, Mergers & Acquisitions, Derivatives, Trading Systems, Equity Research, Securities, Management, Trading Strategies, Special Situations, Buy-side, Financial Markets
Education
Loyola University Maryland 1988 — 1992
BA, Political Science / Economics
Christain Brothers a 1984 — 1988
Mariner Investment Group, LLC March 2015 - Present
UBS August 2013 - March 2015
Point Frederick Capital Management LLC January 2013 - August 2013
Knight Capital Group July 2012 - January 2013
1111 Capital / Millennium Management November 2008 - June 2011
Lehman Brothers June 2004 - November 2008
Merrill Lynch January 1999 - June 2004
Skills
Market Making, Equities, Hedge Funds, Equity Trading, Fixed Income, Bloomberg, Capital Markets, Trading, Electronic Trading, Series 7, Options, Alternative Investments, Mutual Funds, Asset Management, Investment Banking, Investments, Risk Management, Mergers & Acquisitions, Derivatives, Trading Systems, Equity Research, Securities, Management, Trading Strategies, Special Situations, Buy-side, Financial Markets
Education
Loyola University Maryland 1988 — 1992
BA, Political Science / Economics
Christain Brothers a 1984 — 1988
Tarun Thaper's UBS Experience August 2005 - June 2007
Job J2EE Tech Lead.
Industry Information Technology and Services
Experience
Citibank November 2008 - Present
JPMorgan Chase June 2007 - May 2008
UBS August 2005 - June 2007
I-Flex Solutions Inc January 2003 - January 2006
Syntel India Ltd 2000 - 2001
Mastek Ltd 1999 - 2001
Chemtex Engg Of India 1999 - 2000
Skills
Spring, Websphere, SDLC, Unix, Requirements Analysis, Software Project..., Java, Java Enterprise Edition, Agile Methodologies, SOA
Education
Maharashtra Institute of Technology 1995 — 1998
B.E, Electronics
Citibank November 2008 - Present
JPMorgan Chase June 2007 - May 2008
UBS August 2005 - June 2007
I-Flex Solutions Inc January 2003 - January 2006
Syntel India Ltd 2000 - 2001
Mastek Ltd 1999 - 2001
Chemtex Engg Of India 1999 - 2000
Skills
Spring, Websphere, SDLC, Unix, Requirements Analysis, Software Project..., Java, Java Enterprise Edition, Agile Methodologies, SOA
Education
Maharashtra Institute of Technology 1995 — 1998
B.E, Electronics
Ilona Dobbs's UBS Experience December 2000 - October 2004
Job Business Analyst at UBS
Industry Investment Banking
Experience
UBS Investment Bank December 2000 - Present
UBS December 2000 - October 2004
Oast Communications 1998 - 2000
IT Public Relations Consultancy MMD 1997 - 1998
Skills
Investment Banking, Business Development, Fixed Income, Business Analysis, Stakeholder Management, Equities, Requirements Gathering, Trading Systems, CRM, Middle Office, Financial Services, Requirements Analysis, SDLC, Risk Management, User Acceptance Testing
Education
Ludwig-Maximilians Universität München
UBS Investment Bank December 2000 - Present
UBS December 2000 - October 2004
Oast Communications 1998 - 2000
IT Public Relations Consultancy MMD 1997 - 1998
Skills
Investment Banking, Business Development, Fixed Income, Business Analysis, Stakeholder Management, Equities, Requirements Gathering, Trading Systems, CRM, Middle Office, Financial Services, Requirements Analysis, SDLC, Risk Management, User Acceptance Testing
Education
Ludwig-Maximilians Universität München
Ron Banaszek's UBS Experience 2005 - 2009
Job Managing Director at Ramirez & Co., Inc.
Industry Financial Services
Experience
Ramirez & Co., Inc. March 2010 - Present
UBS 2005 - 2009
TFS Energy 1999 - 2005
TFS Energy 1999 - 2005
Skills
Bloomberg, Bonds, Capital Markets, Equities, Fixed Income, Hedge Funds, Investment Banking, Project Management, Securities, Series 7, Trading
Education
Manhattanville College 1979 — 1984
Ramirez & Co., Inc. March 2010 - Present
UBS 2005 - 2009
TFS Energy 1999 - 2005
TFS Energy 1999 - 2005
Skills
Bloomberg, Bonds, Capital Markets, Equities, Fixed Income, Hedge Funds, Investment Banking, Project Management, Securities, Series 7, Trading
Education
Manhattanville College 1979 — 1984
Catherine Danyko-Sage's UBS Experience June 2012 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS June 2012 - Present
Credit Suisse July 1998 - March 2010
Education
Manhattan College
Bachelor of Arts (B.A.)
Pace University
Master of Science (M.S.), Computer Science
UBS June 2012 - Present
Credit Suisse July 1998 - March 2010
Education
Manhattan College
Bachelor of Arts (B.A.)
Pace University
Master of Science (M.S.), Computer Science
Barbara Flynn's UBS Experience 1997 - 2000
Job Technology Risk Management Professional
Industry Financial Services
Experience
Goldman Sachs 2000 - 2013
UBS 1997 - 2000
Salomon Brothers 1988 - 1992
EY 1987 - 1988
New York Daily News 1985 - 1987
JPMorgan Chase & Co. 1980 - 1984
Skills
IT Risk Management, Information Security..., Risk Management, Business Continuity..., Enterprise Risk..., Information Security..., Information Technology, Business Process..., Management, Business Process..., Identity Management, Access Control..., Vendor Management, Issue Management, Change Management, Project Management, E-Learning, IT Security Policies, Information Security..., Information Security..., Technical Writing, CISSP, CISM, CRISC
Education
Manhattan College 1982 — 1987
Master of Business Administration (MBA), Management Information Systems, General
Manhattan College 1975 — 1979
Bachelor of Business Administration (BBA), Management Science
Goldman Sachs 2000 - 2013
UBS 1997 - 2000
Salomon Brothers 1988 - 1992
EY 1987 - 1988
New York Daily News 1985 - 1987
JPMorgan Chase & Co. 1980 - 1984
Skills
IT Risk Management, Information Security..., Risk Management, Business Continuity..., Enterprise Risk..., Information Security..., Information Technology, Business Process..., Management, Business Process..., Identity Management, Access Control..., Vendor Management, Issue Management, Change Management, Project Management, E-Learning, IT Security Policies, Information Security..., Information Security..., Technical Writing, CISSP, CISM, CRISC
Education
Manhattan College 1982 — 1987
Master of Business Administration (MBA), Management Information Systems, General
Manhattan College 1975 — 1979
Bachelor of Business Administration (BBA), Management Science
Robert Pravetz's UBS Experience July 2015 - Present
Job Credit Market Sales at UBS
Industry Capital Markets
Experience
UBS July 2015 - Present
RBS Global Banking & Markets December 2009 - June 2015
RBS Greenwich Capital January 2007 - December 2009
Amaranth May 2006 - October 2006
Morgan Stanley February 2006 - May 2006
Citgroup Asset Management 2005 - 2005
UBS Investment Bank June 2004 - September 2004
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Capital Markets
Education
Loyola University Maryland 2002 — 2006
BA, Finance
UBS July 2015 - Present
RBS Global Banking & Markets December 2009 - June 2015
RBS Greenwich Capital January 2007 - December 2009
Amaranth May 2006 - October 2006
Morgan Stanley February 2006 - May 2006
Citgroup Asset Management 2005 - 2005
UBS Investment Bank June 2004 - September 2004
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Capital Markets
Education
Loyola University Maryland 2002 — 2006
BA, Finance
Hussain Nazeer Kizhakkedathu's UBS Experience Owner & PartnerKochi Consulting LLCMarch 2009 - Present
Job Owner & Partner at Kochi Consulting LLC
Industry Financial Services
Experience
UBS Owner & PartnerKochi Consulting LLCMarch 2009 - Present
Merrill Lynch 2003 - 2009
Education
College of Engineering Trivandrum 1994 — 1997
Master of Computer Applications (M.C.A.), Computer Science
IHRDE 1993 — 1994
Post Graduate Diploma, Computer Applications
Mahatma Gandhi University 1989 — 1992
Bachelor of Science (B.Sc.), Physics
UBS Owner & PartnerKochi Consulting LLCMarch 2009 - Present
Merrill Lynch 2003 - 2009
Education
College of Engineering Trivandrum 1994 — 1997
Master of Computer Applications (M.C.A.), Computer Science
IHRDE 1993 — 1994
Post Graduate Diploma, Computer Applications
Mahatma Gandhi University 1989 — 1992
Bachelor of Science (B.Sc.), Physics
Derek Kramarz's UBS Experience September 2015 - Present
Job Director Public Distribution / ETN Trading at UBS
Industry Financial Services
Experience
UBS September 2015 - Present
UBS May 2012 - September 2015
UBS July 2011 - May 2012
JP Morgan Chase October 2009 - July 2011
Goldman Sachs December 2003 - January 2009
Electronic Trading Group, LLC June 2003 - August 2003
Van der Moolen July 2001 - September 2001
Fidelity Investments May 2000 - September 2000
Skills
Hedge Funds, Equity Derivatives, Equities, Trading, Equity Trading, Financial Structuring, Fixed Income, Derivatives, Structured Products, Proprietary Trading, Alternative Investments, Prime Brokerage
Education
Loyola University Maryland 1998 — 2002
BA, Finance
UBS September 2015 - Present
UBS May 2012 - September 2015
UBS July 2011 - May 2012
JP Morgan Chase October 2009 - July 2011
Goldman Sachs December 2003 - January 2009
Electronic Trading Group, LLC June 2003 - August 2003
Van der Moolen July 2001 - September 2001
Fidelity Investments May 2000 - September 2000
Skills
Hedge Funds, Equity Derivatives, Equities, Trading, Equity Trading, Financial Structuring, Fixed Income, Derivatives, Structured Products, Proprietary Trading, Alternative Investments, Prime Brokerage
Education
Loyola University Maryland 1998 — 2002
BA, Finance
Ronald Colonna, CFA's UBS Experience October 2009 - November 2010
Job Managing Director Fixed Income at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank November 2010 - Present
UBS October 2009 - November 2010
Merrill Lynch September 2005 - October 2009
Morgan Stanley September 1998 - September 2005
Foster Wheeler June 1997 - September 1998
Skills
Fixed Income, Asset Allocation, Bonds, Investments, Investment Strategies, Wealth Management..., Equities, High Net Worth..., Bloomberg, Asset Management, Portfolio Management, Alternative Investments, Series 7, Derivatives, Mutual Funds, Valuation, Wealth Management
Education
Manhattan College 1993 — 1997
BS, Chemical Engineering (minor:Chemistry)
Saint Joseph Regional H.S. 1989 — 1993
Deutsche Bank November 2010 - Present
UBS October 2009 - November 2010
Merrill Lynch September 2005 - October 2009
Morgan Stanley September 1998 - September 2005
Foster Wheeler June 1997 - September 1998
Skills
Fixed Income, Asset Allocation, Bonds, Investments, Investment Strategies, Wealth Management..., Equities, High Net Worth..., Bloomberg, Asset Management, Portfolio Management, Alternative Investments, Series 7, Derivatives, Mutual Funds, Valuation, Wealth Management
Education
Manhattan College 1993 — 1997
BS, Chemical Engineering (minor:Chemistry)
Saint Joseph Regional H.S. 1989 — 1993
Moreis Scobie's UBS Experience 1997 - 2002
Job Partner at Aurigny Real Estate Capital Partners (ARECAP)
Industry Banking
Experience
Aurigny Real Estate Capital Partners (ARECAP) September 2009 - Present
HSBC 2005 - 2009
Hypo Real Estate Bank International 2002 - 2005
UBS 1997 - 2002
Skills
Valuation, Investment Banking, Private Equity, Capital Markets, Structured Finance, Due Diligence, Investments, Asset Management, Financial Structuring, Corporate Finance, Real Estate, Real Estate Financing
Education
Maastricht University 1992 — 1996
Economics
heerenveen 1986 — 1992
Aurigny Real Estate Capital Partners (ARECAP) September 2009 - Present
HSBC 2005 - 2009
Hypo Real Estate Bank International 2002 - 2005
UBS 1997 - 2002
Skills
Valuation, Investment Banking, Private Equity, Capital Markets, Structured Finance, Due Diligence, Investments, Asset Management, Financial Structuring, Corporate Finance, Real Estate, Real Estate Financing
Education
Maastricht University 1992 — 1996
Economics
heerenveen 1986 — 1992
Lori Lazorik's UBS Experience September 2004 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS September 2004 - Present
Deutsche Bank January 2000 - March 2004
UBS July 1995 - July 1999
Education
Maastricht School of Management 1995 — 1997
MBA
University of Wisconsin-Stout 1980 — 1984
BA, Industrial Technology
UBS September 2004 - Present
Deutsche Bank January 2000 - March 2004
UBS July 1995 - July 1999
Education
Maastricht School of Management 1995 — 1997
MBA
University of Wisconsin-Stout 1980 — 1984
BA, Industrial Technology
Dianna Barrella's UBS Experience 2004 - 2012
Job Project Superintendent at Turner Construction
Industry Construction
Experience
Turner Construction 1998 - Present
UBS 2004 - 2012
Skills
Contractors, Contract Management, Value Engineering, Construction, Construction Management, Project Estimation, MS Project, Subcontracting, Contract Negotiation, Process Scheduler, Project Bidding, Primavera P6, Pre-construction, Change Orders, Constructability, Design-Build, Renovation, CPM Scheduling, Cost Control, Concrete, Cost Management, Microsoft Project
Education
Manhattan College 1992 — 1996
BS in Civil Engineering, Civil Engineering
Irvington High School
Turner Construction 1998 - Present
UBS 2004 - 2012
Skills
Contractors, Contract Management, Value Engineering, Construction, Construction Management, Project Estimation, MS Project, Subcontracting, Contract Negotiation, Process Scheduler, Project Bidding, Primavera P6, Pre-construction, Change Orders, Constructability, Design-Build, Renovation, CPM Scheduling, Cost Control, Concrete, Cost Management, Microsoft Project
Education
Manhattan College 1992 — 1996
BS in Civil Engineering, Civil Engineering
Irvington High School
Stefan Deppisch's UBS Experience 2006 - 2009
Job Global Head Technology Service Client Engagement for CB&S Regional Head Americas
Industry Financial Services
Experience
Deutsche Bank September 2009 - Present
UBS 2006 - 2009
Morgan Stanley 2005 - 2006
Goldman Sachs 2004 - 2005
Deutsche Bank 2002 - 2004
Deutsche Bank 1994 - 2002
Skills
Risk Management, Project Management, Investment Banking, SDLC, Managerial Finance, Capital Markets, Securities, Software Development, Due Diligence, Financial Risk, IT Management, Strategic Planning, Business Process..., Operations Management, Process Improvement, Operational Risk..., P&L Financial Management, Wealth Management..., Asset Management
Education
Ludwig-Maximilians Universität München 1990 — 1994
Masters, Business Administration and Economics
Ludwig Maximilian University
Deutsche Bank September 2009 - Present
UBS 2006 - 2009
Morgan Stanley 2005 - 2006
Goldman Sachs 2004 - 2005
Deutsche Bank 2002 - 2004
Deutsche Bank 1994 - 2002
Skills
Risk Management, Project Management, Investment Banking, SDLC, Managerial Finance, Capital Markets, Securities, Software Development, Due Diligence, Financial Risk, IT Management, Strategic Planning, Business Process..., Operations Management, Process Improvement, Operational Risk..., P&L Financial Management, Wealth Management..., Asset Management
Education
Ludwig-Maximilians Universität München 1990 — 1994
Masters, Business Administration and Economics
Ludwig Maximilian University
David Suchý's UBS Experience July 2012 - August 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch September 2013 - Present
UBS July 2012 - August 2013
Citi July 2011 - September 2011
Hemisphere Companies June 2010 - October 2010
D.S. Web Development January 2002 - May 2008
Education
Macalester College 2008 — 2012
B.A.
Bank of America Merrill Lynch September 2013 - Present
UBS July 2012 - August 2013
Citi July 2011 - September 2011
Hemisphere Companies June 2010 - October 2010
D.S. Web Development January 2002 - May 2008
Education
Macalester College 2008 — 2012
B.A.
Bill Washington's UBS Experience May 1998 - May 2004
Job Managing Director/Partner at Capitol Securities Management
Industry Financial Services
Experience
Capitol Securities Management November 2006 - Present
Washington Capitol Group,Inc. May 2004 - November 2006
UBS May 1998 - May 2004
Merrill Lynch January 1987 - May 1998
Skills
Series 7, Series 24, Series 63, FINRA, Marketing Strategy, Recruitment/Retention, Financial Reporting, Financial Management, Published Author, Bloomberg, Risk Management, Financial Services, Derivatives, Securities, Managerial Finance, Alternative Investments, Investments, Asset Allocation, Trading Systems, Asset Management, Trading, Investment Advisory, Fixed Income, Equities, Capital Markets, Mutual Funds, Electronic Trading, Hedge Funds, Strategic Financial..., Wealth Management, Bonds
Education
Lynchburg College 1980 — 1985
B.A.
Saint Peter's University
MBA /MIS Program
Capitol Securities Management November 2006 - Present
Washington Capitol Group,Inc. May 2004 - November 2006
UBS May 1998 - May 2004
Merrill Lynch January 1987 - May 1998
Skills
Series 7, Series 24, Series 63, FINRA, Marketing Strategy, Recruitment/Retention, Financial Reporting, Financial Management, Published Author, Bloomberg, Risk Management, Financial Services, Derivatives, Securities, Managerial Finance, Alternative Investments, Investments, Asset Allocation, Trading Systems, Asset Management, Trading, Investment Advisory, Fixed Income, Equities, Capital Markets, Mutual Funds, Electronic Trading, Hedge Funds, Strategic Financial..., Wealth Management, Bonds
Education
Lynchburg College 1980 — 1985
B.A.
Saint Peter's University
MBA /MIS Program
karthicprabu M's UBS Experience October 2012 - Present
Job Technical Lead at Aquent
Industry Banking
Experience
UBS October 2012 - Present
Credit Suisse September 2009 - September 2012
Wipro Technologies October 2007 - September 2009
Tavant Technologies June 2005 - May 2007
Skills
Weblogic, Hibernate, Struts, JSP, XML, Web Services, Servlets, JMS, Spring, JavaScript, JSF, AJAX, JDBC, JNDI, Log4j, RMI, PL/SQL, OOAD, Ant, Tomcat, JBoss Application Server, ClearQuest, JAVA, Weblogic portal 10.2, Control Framework, Rules Engines, ILog Jrules Engine, Sterling Commerce, Free Marker, Active Widgets, DWR, JTA, Oracle 9i, JPA, Axis2, Xfire, SOAP UI, UDDI, Informatica, J2EE Design patterns, JSTL, CruiseControl, Rational Rose 2000, Clearcase, CVS, Subversion, Quality Center, JIRA, Entrust PKI, Spring Framework
Education
PSG college of technology 2003 — 2005
M.E, EEE
Madurai Kamaraj University 1999 — 2003
B.E, EEE
Navarasam Matriculation Higher Secondary school 1992 — 1999
High School
UBS October 2012 - Present
Credit Suisse September 2009 - September 2012
Wipro Technologies October 2007 - September 2009
Tavant Technologies June 2005 - May 2007
Skills
Weblogic, Hibernate, Struts, JSP, XML, Web Services, Servlets, JMS, Spring, JavaScript, JSF, AJAX, JDBC, JNDI, Log4j, RMI, PL/SQL, OOAD, Ant, Tomcat, JBoss Application Server, ClearQuest, JAVA, Weblogic portal 10.2, Control Framework, Rules Engines, ILog Jrules Engine, Sterling Commerce, Free Marker, Active Widgets, DWR, JTA, Oracle 9i, JPA, Axis2, Xfire, SOAP UI, UDDI, Informatica, J2EE Design patterns, JSTL, CruiseControl, Rational Rose 2000, Clearcase, CVS, Subversion, Quality Center, JIRA, Entrust PKI, Spring Framework
Education
PSG college of technology 2003 — 2005
M.E, EEE
Madurai Kamaraj University 1999 — 2003
B.E, EEE
Navarasam Matriculation Higher Secondary school 1992 — 1999
High School
Brian Holmes's UBS Experience 2004 - 2005
Job Chief Compliance Officer at PointState Capital LP
Industry Investment Management
Experience
PointState Capital LP 2014 - Present
Karsch Capital Management, LP 2005 - 2014
UBS 2004 - 2005
DLJdirect/CSFBdirect/HARRISdirect 1995 - 2004
Skills
Hedge Funds, Compliance, Investment Advisers Act, Risk Assessment, Securities Exchange Act..., Enterprise Risk..., SEC filings, Due Diligence, Asset Management, Corporate Governance, ERISA, Alternative Investments, Trade Compliance, Equity Trading, Operational Risk..., Third Party Vendor..., AML
Education
Manhattan College 1991 — 1995
Bachelor of Science (B.S.), Finance
PointState Capital LP 2014 - Present
Karsch Capital Management, LP 2005 - 2014
UBS 2004 - 2005
DLJdirect/CSFBdirect/HARRISdirect 1995 - 2004
Skills
Hedge Funds, Compliance, Investment Advisers Act, Risk Assessment, Securities Exchange Act..., Enterprise Risk..., SEC filings, Due Diligence, Asset Management, Corporate Governance, ERISA, Alternative Investments, Trade Compliance, Equity Trading, Operational Risk..., Third Party Vendor..., AML
Education
Manhattan College 1991 — 1995
Bachelor of Science (B.S.), Finance
Michael DiNapoli's UBS Experience December 2012 - Present
Job Sr. Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS December 2012 - Present
Morgan Stanley Smith Barney April 1995 - December 2012
Merrill Lynch January 1992 - April 1995
Education
Manhattan College 1987 — 1991
Bachelor's degree
CBA Albany, NY 1983 — 1987
UBS December 2012 - Present
Morgan Stanley Smith Barney April 1995 - December 2012
Merrill Lynch January 1992 - April 1995
Education
Manhattan College 1987 — 1991
Bachelor's degree
CBA Albany, NY 1983 — 1987
Derek Guimond's UBS Experience August 2014 - January 2015
Job MBA Student at Essex University
Industry Capital Markets
Experience
UBS August 2014 - January 2015
UBS Wealth Management May 2014 - August 2014
Loyola University Chicago May 2013 - December 2013
CBOE May 2013 - September 2013
City of Evanston May 2012 - August 2012
City of Evanston May 2012 - August 2012
City of Evanston May 2010 - August 2011
Skills
Cpr Certified, First Aid, Emergency Management, Lifeguarding, EMT, EMT Certified, Leadership, Marketing, Financial Analysis, Academic Tutoring, Resume Writing, Writing, Business Writing, Social Media, Social Media Marketing, Sales, Sports, Critical Thinking, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking
Education
University of Essex 2015 — 2016
Master of Business Administration (MBA), Finance, General
Loyola University of Chicago 2011 — 2015
Bachelor of Arts (B.A.) and B.B.A. of Finance, English Language and Literature/Letters, Senior
Eths
UBS August 2014 - January 2015
UBS Wealth Management May 2014 - August 2014
Loyola University Chicago May 2013 - December 2013
CBOE May 2013 - September 2013
City of Evanston May 2012 - August 2012
City of Evanston May 2012 - August 2012
City of Evanston May 2010 - August 2011
Skills
Cpr Certified, First Aid, Emergency Management, Lifeguarding, EMT, EMT Certified, Leadership, Marketing, Financial Analysis, Academic Tutoring, Resume Writing, Writing, Business Writing, Social Media, Social Media Marketing, Sales, Sports, Critical Thinking, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking
Education
University of Essex 2015 — 2016
Master of Business Administration (MBA), Finance, General
Loyola University of Chicago 2011 — 2015
Bachelor of Arts (B.A.) and B.B.A. of Finance, English Language and Literature/Letters, Senior
Eths
Kieran John Lynch's UBS Experience February 2006 - Present
Job Senior Vice PresidentWealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS February 2006 - Present
Smith Barney August 1992 - February 2006
Education
Manhattan College 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Bergen Catholic 1981 — 1985
UBS February 2006 - Present
Smith Barney August 1992 - February 2006
Education
Manhattan College 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Bergen Catholic 1981 — 1985
Rachel Foscaldi's UBS Experience January 2011 - May 2011
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock January 2015 - Present
BlackRock July 2012 - December 2014
McGraw-Hill April 2012 - June 2012
Manhattan College September 2008 - May 2012
New York Life Insurance Company May 2011 - August 2011
UBS January 2011 - May 2011
Skills
Analysis, Economics, Internal Audit, Research, Monetary Policy, Federal Reserve, Risk Assessment, Compliance, Capital Markets, Spanish
Education
Manhattan College 2008 — 2012
Bachelor of Science, Finance, Economics, Management, 3.78
Universitat Ramon Llull 2010 — 2010
International Exchange Student, International Business
Highland High School 2004 — 2008
High School Diploma
BlackRock January 2015 - Present
BlackRock July 2012 - December 2014
McGraw-Hill April 2012 - June 2012
Manhattan College September 2008 - May 2012
New York Life Insurance Company May 2011 - August 2011
UBS January 2011 - May 2011
Skills
Analysis, Economics, Internal Audit, Research, Monetary Policy, Federal Reserve, Risk Assessment, Compliance, Capital Markets, Spanish
Education
Manhattan College 2008 — 2012
Bachelor of Science, Finance, Economics, Management, 3.78
Universitat Ramon Llull 2010 — 2010
International Exchange Student, International Business
Highland High School 2004 — 2008
High School Diploma
Henry Friedrich's UBS Experience
Job Executive Director at UBS
Industry Financial Services
Experience
UBS
Skills
Derivatives, Fixed Income, Investment Banking, Alternative Investments, Equities, Capital Markets, Finance, Wealth Management, Investments, Series 7, Hedge Funds
Education
Manhattan College
BS in Accounting
Pace University - Lubin School of Business
MBA in Finance
UBS
Skills
Derivatives, Fixed Income, Investment Banking, Alternative Investments, Equities, Capital Markets, Finance, Wealth Management, Investments, Series 7, Hedge Funds
Education
Manhattan College
BS in Accounting
Pace University - Lubin School of Business
MBA in Finance
Pradnya Sheth's UBS Experience Qlikview Senior ConsultantUBS2013 - 2013
Job Qlikview Senior Consultant/Qlikview Architect at UBS
Industry Information Technology and Services
Experience
UBS Qlikview Senior ConsultantUBS2013 - 2013
UBS 2013 - 2013
Visvero, Inc. 2012 - 2013
Syntel Ltd November 2010 - November 2012
Humana Inc 2010 - 2012
IRT Computer Solutions (I) Pvt Ltd April 2010 - November 2010
Pc Soft Erp Solutions Private Ltd. April 2008 - November 2009
Bajaj Probiking April 2006 - April 2008
Skills
ERP, DWH, Oracle, Microsoft SQL Server, QlikView, Requirements Analysis, Business Analysis, Data Modeling, Software Development, Requirements Gathering, PL/SQL, ETL, Testing, Software Project..., SQL, T-SQL, Analysis, Informatica, Dimensional Modeling, SSRS, Integration, Business Objects, Data Warehousing, Pre-sales, Databases, Cognos, Crystal Reports, Business Process, Business Intelligence, SDLC, Gap Analysis, Dashboard, Systems Analysis, Solution Architecture
Education
Symbiosis Institute of Business Management 2008 — 2010
Master of Business Administration (MBA), Information Technology, A
Mumbai University 2003 — 2006
Bachelor's degree, Computer Science, A
Maharashtra Institute of Technology 1999 — 2002
Diploma in Computer Engineering, Computers
UBS Qlikview Senior ConsultantUBS2013 - 2013
UBS 2013 - 2013
Visvero, Inc. 2012 - 2013
Syntel Ltd November 2010 - November 2012
Humana Inc 2010 - 2012
IRT Computer Solutions (I) Pvt Ltd April 2010 - November 2010
Pc Soft Erp Solutions Private Ltd. April 2008 - November 2009
Bajaj Probiking April 2006 - April 2008
Skills
ERP, DWH, Oracle, Microsoft SQL Server, QlikView, Requirements Analysis, Business Analysis, Data Modeling, Software Development, Requirements Gathering, PL/SQL, ETL, Testing, Software Project..., SQL, T-SQL, Analysis, Informatica, Dimensional Modeling, SSRS, Integration, Business Objects, Data Warehousing, Pre-sales, Databases, Cognos, Crystal Reports, Business Process, Business Intelligence, SDLC, Gap Analysis, Dashboard, Systems Analysis, Solution Architecture
Education
Symbiosis Institute of Business Management 2008 — 2010
Master of Business Administration (MBA), Information Technology, A
Mumbai University 2003 — 2006
Bachelor's degree, Computer Science, A
Maharashtra Institute of Technology 1999 — 2002
Diploma in Computer Engineering, Computers
Andy Moncion's UBS Experience August 2011 - September 2011
Job Implementation Consultant at Reval
Industry Financial Services
Experience
Reval May 2014 - Present
SuperDerivatives January 2013 - April 2014
SuperDerivatives May 2012 - December 2012
UBS August 2011 - September 2011
Joseph Gunnar & Co, LLC April 2011 - August 2011
Investors Capital November 2009 - February 2010
Skills
Equities, Options, Financial Markets, Derivatives, Bloomberg, Fixed Income, FX Options, Trading Systems, Capital Markets, Hedge Funds, Electronic Trading, Equity Derivatives, Asset Management, Portfolio Management, Investments, Interest Rate..., Commodity, Credit Derivatives, Risk Management, Structured Products
Education
Manhattan College 2008 — 2012
Bachelor of Science (B.S.), Finance
Reval May 2014 - Present
SuperDerivatives January 2013 - April 2014
SuperDerivatives May 2012 - December 2012
UBS August 2011 - September 2011
Joseph Gunnar & Co, LLC April 2011 - August 2011
Investors Capital November 2009 - February 2010
Skills
Equities, Options, Financial Markets, Derivatives, Bloomberg, Fixed Income, FX Options, Trading Systems, Capital Markets, Hedge Funds, Electronic Trading, Equity Derivatives, Asset Management, Portfolio Management, Investments, Interest Rate..., Commodity, Credit Derivatives, Risk Management, Structured Products
Education
Manhattan College 2008 — 2012
Bachelor of Science (B.S.), Finance
Lee Konopka's UBS Experience January 2008 - Present
Job Senior Vice President
Industry Financial Services
Experience
UBS January 2008 - Present
Smith Barney May 1993 - January 2008
Education
Manhattanville College 1981 — 1985
Bachelor of Science (BS), Business/Managerial Economics
Rye Country Day School 1978 — 1981
UBS January 2008 - Present
Smith Barney May 1993 - January 2008
Education
Manhattanville College 1981 — 1985
Bachelor of Science (BS), Business/Managerial Economics
Rye Country Day School 1978 — 1981
Adam Koprucki's UBS Experience October 2009 - May 2011
Job Exotic Interest Rates and Structured Products Bookrunner at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
UBS October 2009 - May 2011
Merrill Lynch June 2009 - August 2009
Skills
Bloomberg Terminal, Microsoft Excel, Internal Controls, Prime Brokerage, Structured Products, Exotic Derivatives, Greeks, PnL Management, Interest Rate...
Education
Loyola University New Orleans 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Upper Moreland High School
J.P. Morgan May 2014 - Present
UBS October 2009 - May 2011
Merrill Lynch June 2009 - August 2009
Skills
Bloomberg Terminal, Microsoft Excel, Internal Controls, Prime Brokerage, Structured Products, Exotic Derivatives, Greeks, PnL Management, Interest Rate...
Education
Loyola University New Orleans 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Upper Moreland High School
Sinath Louis's UBS Experience 2000 - 2003
Job Administrative Assistant
Industry Insurance
Experience
The Hartford Financial Services Group, Inc. 2008 - Present
Halloran & Sage LLP 2003 - 2008
UBS 2000 - 2003
Skills
Type 80+ WPM, Microsoft Office 2007, SharePoint, Ariba, PeopleSoft, Adobe Acrobat, DeltaView, FileSite, Cliqbook, GoToMeeting, Sametime, ScanSoft PDF, Javelan, Microsoft Visio, Six Sigma Green Belt, Administrative..., Concur, Travel Arrangements, Expenses, Event Planning, Teamwork, Customer Service, Banking, Onboarding, Calendars, Executive Support, Confidentiality, Calendaring, Financial Services, Data Entry
Education
Manchester Community College
Manchester High School
The Hartford Financial Services Group, Inc. 2008 - Present
Halloran & Sage LLP 2003 - 2008
UBS 2000 - 2003
Skills
Type 80+ WPM, Microsoft Office 2007, SharePoint, Ariba, PeopleSoft, Adobe Acrobat, DeltaView, FileSite, Cliqbook, GoToMeeting, Sametime, ScanSoft PDF, Javelan, Microsoft Visio, Six Sigma Green Belt, Administrative..., Concur, Travel Arrangements, Expenses, Event Planning, Teamwork, Customer Service, Banking, Onboarding, Calendars, Executive Support, Confidentiality, Calendaring, Financial Services, Data Entry
Education
Manchester Community College
Manchester High School
Jim Karczewski's UBS Experience July 1998 - August 1999
Job Freelance Photographer at Chicago Tribune Media Group
Industry Photography
Experience
Chicago Tribune Media Group November 2014 - Present
Jim Karczewski Photography April 1999 - Present
Chicago Sun-Times August 2010 - November 2014
Cook County Clerk January 2005 - May 2005
Avanade April 2003 - August 2003
Riverside Publishing August 2002 - January 2003
Procard June 2001 - August 2002
Independent Software Developer August 1999 - June 2001
UBS July 1998 - August 1999
Perfect Software 1995 - 1996
Skills
Portraits, Photography, Fine Art Photography, Fine Art, Digital Photography, Still Life, Portrait Photography, Photos, Image Manipulation, Photoshop, Commercial Photography, Wedding Photography, Studio Lighting, Street Photography, Adobe Creative Suite, Visual Arts, Photo Mechanic, Photojournalism, Image Editing, Lightroom, Magazines, Editorial, Travel Photography, Sports Photography, Event Photography, Architectural..., Lifestyle Photography, Documentary Photography, Landscape Photography, Multimedia, Fashion Photography, Wedding Photojournalism
Education
Purdue University Calumet 1992 — 1994
Associate's degree, Electrical Engineering Technologies/Technicians
Madison Area Technical College 1990 — 1991
Associate's degree, Computer Science
Chicago Tribune Media Group November 2014 - Present
Jim Karczewski Photography April 1999 - Present
Chicago Sun-Times August 2010 - November 2014
Cook County Clerk January 2005 - May 2005
Avanade April 2003 - August 2003
Riverside Publishing August 2002 - January 2003
Procard June 2001 - August 2002
Independent Software Developer August 1999 - June 2001
UBS July 1998 - August 1999
Perfect Software 1995 - 1996
Skills
Portraits, Photography, Fine Art Photography, Fine Art, Digital Photography, Still Life, Portrait Photography, Photos, Image Manipulation, Photoshop, Commercial Photography, Wedding Photography, Studio Lighting, Street Photography, Adobe Creative Suite, Visual Arts, Photo Mechanic, Photojournalism, Image Editing, Lightroom, Magazines, Editorial, Travel Photography, Sports Photography, Event Photography, Architectural..., Lifestyle Photography, Documentary Photography, Landscape Photography, Multimedia, Fashion Photography, Wedding Photojournalism
Education
Purdue University Calumet 1992 — 1994
Associate's degree, Electrical Engineering Technologies/Technicians
Madison Area Technical College 1990 — 1991
Associate's degree, Computer Science
Matt McDougald's UBS Experience October 2006 - Present
Job Senior Tax Specialist at UBS
Industry Financial Services
Experience
UBS October 2006 - Present
Merrill Lynch June 2003 - October 2006
Merrill Lynch June 2000 - June 2003
Skills
Securities, Alternative Investments, Mutual Funds, Equities, Fixed Income, Investments, Due Diligence, Tax, Private Equity, Estate Planning, Financial Services, Investment Strategies, Sarbanes-Oxley Act, Account Reconciliation, PeopleSoft, Six Sigma, Unit Investment Trusts, Limited Partnerships, Project Management, Finance, Retirement Planning, Wealth Management, Income Reallocation, WHFITs, AMBIR [Structured MBS..., OID, Tax Reporting, Cost Basis Reporting, Risk Management, Process Improvement, Corporate Actions, Business Analysis, Analysis, Microsoft Office
Education
St. Catharine's grammar school
Manhattan College
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Political Science
University of Vermont
Christian Brothers Academy
UBS October 2006 - Present
Merrill Lynch June 2003 - October 2006
Merrill Lynch June 2000 - June 2003
Skills
Securities, Alternative Investments, Mutual Funds, Equities, Fixed Income, Investments, Due Diligence, Tax, Private Equity, Estate Planning, Financial Services, Investment Strategies, Sarbanes-Oxley Act, Account Reconciliation, PeopleSoft, Six Sigma, Unit Investment Trusts, Limited Partnerships, Project Management, Finance, Retirement Planning, Wealth Management, Income Reallocation, WHFITs, AMBIR [Structured MBS..., OID, Tax Reporting, Cost Basis Reporting, Risk Management, Process Improvement, Corporate Actions, Business Analysis, Analysis, Microsoft Office
Education
St. Catharine's grammar school
Manhattan College
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Political Science
University of Vermont
Christian Brothers Academy
Jeromey Popa's UBS Experience April 2015 - Present
Job ETD Data Analyst at UBS
Industry Financial Services
Experience
UBS April 2015 - Present
Northern Trust May 2013 - April 2015
Hollister Incorporated September 2012 - December 2012
Scalp Trade LLC June 2009 - August 2009
Education
Loyola University of Chicago 2010 — 2012
Master of Business Administration (MBA), Finance, General
Loyola University of Chicago 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
UBS April 2015 - Present
Northern Trust May 2013 - April 2015
Hollister Incorporated September 2012 - December 2012
Scalp Trade LLC June 2009 - August 2009
Education
Loyola University of Chicago 2010 — 2012
Master of Business Administration (MBA), Finance, General
Loyola University of Chicago 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Kathryn Wall's UBS Experience April 2012 - September 2013
Job Senior Compliance Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
UBS April 2012 - September 2013
UBS May 2009 - April 2012
Morgan Stanley February 2007 - May 2009
Morgan Stanley May 2005 - February 2007
Education
Manhattan College 2000 — 2004
Bachelor of Arts (B.A.), Spanish
Universidad Complutense de Madrid 2002 — 2002
John S. Burke Catholic High School 1996 — 2000
JPMorgan Chase September 2013 - Present
UBS April 2012 - September 2013
UBS May 2009 - April 2012
Morgan Stanley February 2007 - May 2009
Morgan Stanley May 2005 - February 2007
Education
Manhattan College 2000 — 2004
Bachelor of Arts (B.A.), Spanish
Universidad Complutense de Madrid 2002 — 2002
John S. Burke Catholic High School 1996 — 2000
Jonathan Falcichio's UBS Experience June 2006 - May 2013
Job DE Shaw
Industry Capital Markets
Experience
D. E. Shaw May 2013 - Present
UBS June 2006 - May 2013
Skills
Equities, Fixed Income, Capital Markets, Investment Banking, Derivatives, Bloomberg, Investments, Hedge Funds, Series 7
Education
Loyola University Maryland 2000 — 2004
International Business
Christian Brothers Academy 1996 — 2000
Rumson Country Day School 1988 — 1996
D. E. Shaw May 2013 - Present
UBS June 2006 - May 2013
Skills
Equities, Fixed Income, Capital Markets, Investment Banking, Derivatives, Bloomberg, Investments, Hedge Funds, Series 7
Education
Loyola University Maryland 2000 — 2004
International Business
Christian Brothers Academy 1996 — 2000
Rumson Country Day School 1988 — 1996
Neela Taub's UBS Experience June 2007 - December 2007
Job Senior Project Manager, The Advance Group
Industry Transportation/Trucking/Railroad
Experience
Diversity Services March 2015 - Present
Hertz July 2009 - Present
The Advance Group March 2014 - November 2014
UPS September 2008 - April 2009
UBS June 2007 - December 2007
Merrill Lynch September 2005 - May 2007
Practising Law Institute (PLI) October 1997 - November 2002
Skills
Team Building, Event Planning, Customer Service, Outlook, Event Management, Leadership
Education
Montclair State University 2003 — 2005
Bachelor of Arts (BA)
Loyola University Chicago 1988 — 1991
Culinary Institute of America 1987 — 1988
Academy of the Sacred Heart (Sheridan Road Schools) 1982 — 1986
Diversity Services March 2015 - Present
Hertz July 2009 - Present
The Advance Group March 2014 - November 2014
UPS September 2008 - April 2009
UBS June 2007 - December 2007
Merrill Lynch September 2005 - May 2007
Practising Law Institute (PLI) October 1997 - November 2002
Skills
Team Building, Event Planning, Customer Service, Outlook, Event Management, Leadership
Education
Montclair State University 2003 — 2005
Bachelor of Arts (BA)
Loyola University Chicago 1988 — 1991
Culinary Institute of America 1987 — 1988
Academy of the Sacred Heart (Sheridan Road Schools) 1982 — 1986
Anthony D'Aria's UBS Experience 2001 - 2006
Job Financial Advisor at Strategic Wealth Management, LLC
Industry Financial Services
Experience
Strategic Wealth Management, LLC July 2006 - Present
UBS 2001 - 2006
Prudential Financial 1993 - 2001
Skills
Strategic Financial..., Financial Planning, Wealth Management, Investments, Mutual Funds, Series 63, Investment Advisory, Financial Advisory, Equities, Alternative Investments, Retirement Planning, Securities
Education
Manhattanville College 1985 — 1992
BA MA, Econonics/ Political Science
Manhattanville College 1985 — 1992
Bachelor of Arts (B.A.), Economics and Political Science
Strategic Wealth Management, LLC July 2006 - Present
UBS 2001 - 2006
Prudential Financial 1993 - 2001
Skills
Strategic Financial..., Financial Planning, Wealth Management, Investments, Mutual Funds, Series 63, Investment Advisory, Financial Advisory, Equities, Alternative Investments, Retirement Planning, Securities
Education
Manhattanville College 1985 — 1992
BA MA, Econonics/ Political Science
Manhattanville College 1985 — 1992
Bachelor of Arts (B.A.), Economics and Political Science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.