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
Jeffrey Press Jeffrey Press's UBS Experience September 2009 - March 2012
Job Client Associate at RBC
Industry Financial Services
Experience
RBC May 2013 - Present
Private Client Resources, LLC 2012 - 2013
UBS September 2009 - March 2012
UBS September 2008 - October 2009
UBS June 2005 - September 2008
UBS October 2006 - May 2007
Skills
Wealth Management, Account Management, Onboarding, Management, Program Management, Finance, Microsoft Excel, Time Management, Financial Services, Financial Advisory, CRM, Employee Benefits, Call Centers, Mutual Funds, Strategic Planning, Salesforce.com, Research, Financial Analysis, Business Development, Sales, Insurance, Strategy, Wealth
Education
Marist College 1998 — 2002
Bachelor of Arts, Communications
RBC May 2013 - Present
Private Client Resources, LLC 2012 - 2013
UBS September 2009 - March 2012
UBS September 2008 - October 2009
UBS June 2005 - September 2008
UBS October 2006 - May 2007
Skills
Wealth Management, Account Management, Onboarding, Management, Program Management, Finance, Microsoft Excel, Time Management, Financial Services, Financial Advisory, CRM, Employee Benefits, Call Centers, Mutual Funds, Strategic Planning, Salesforce.com, Research, Financial Analysis, Business Development, Sales, Insurance, Strategy, Wealth
Education
Marist College 1998 — 2002
Bachelor of Arts, Communications
Kyle Gisbrecht Kyle Gisbrecht's UBS Experience October 2008 - April 2011
Job Compliance Officer at Harris Associates
Industry Law Practice
Experience
Harris Associates July 2013 - Present
Morningstar October 2011 - July 2013
UBS October 2008 - April 2011
United States Attorney's Office May 2010 - August 2010
UBS Investment Bank August 2007 - August 2008
Northwestern Mutual May 2006 - August 2007
Skills
Series 7, Series 24
Education
Saint Louis University School of Law 2008 — 2011
J.D., Law
Marquette University 2003 — 2007
B.A., Public Relations & Advertising
Harris Associates July 2013 - Present
Morningstar October 2011 - July 2013
UBS October 2008 - April 2011
United States Attorney's Office May 2010 - August 2010
UBS Investment Bank August 2007 - August 2008
Northwestern Mutual May 2006 - August 2007
Skills
Series 7, Series 24
Education
Saint Louis University School of Law 2008 — 2011
J.D., Law
Marquette University 2003 — 2007
B.A., Public Relations & Advertising
Tonye Garrick Tonye Garrick's UBS Experience December 2005 - March 2007
Job Performing Artist
Industry Entertainment
Experience
Deloitte Consulting LLP May 2009 - January 2013
BearingPoint Inc, Public Services July 2007 - May 2009
UBS Financial Services December 2006 - April 2007
UBS December 2005 - March 2007
Elizabeth Arden December 2003 - December 2005
Skills
Financial Reporting, Analysis, Accounts Receivable, Management, Financial Analysis, Internal Audit, Training
Education
Marymount University 2002 — 2005
BA, International Business
Marymount University, School of Business
Bachelor of Arts, International Business
Deloitte Consulting LLP May 2009 - January 2013
BearingPoint Inc, Public Services July 2007 - May 2009
UBS Financial Services December 2006 - April 2007
UBS December 2005 - March 2007
Elizabeth Arden December 2003 - December 2005
Skills
Financial Reporting, Analysis, Accounts Receivable, Management, Financial Analysis, Internal Audit, Training
Education
Marymount University 2002 — 2005
BA, International Business
Marymount University, School of Business
Bachelor of Arts, International Business
Kevin Cobb Kevin Cobb's UBS Experience March 2014 - May 2015
Job Senior Analyst at Northern Trust Hedge Fund Services, Level 1 Candidate in the CFA Program
Industry Investment Management
Experience
Northern Trust Corporation July 2015 - Present
UBS March 2014 - May 2015
Settlers bank May 2013 - September 2013
Automation Components, Inc. June 2011 - August 2011
Eager Readers Program June 2010 - August 2010
Skills
Wealth Management, Financial Modeling, Teamwork, Data Analysis, Equity Research, Microsoft Office, Microsoft Excel, Investments, Bloomberg Terminal, PowerPoint, CoStar, Argus Modeling, Finance, Social Media, Financial Analysis, Public Speaking, Research
Education
Marquette University 2011 — 2015
Bachelor of Science (BS), Finance, Commercial Real Estate
Madison Edgewood High School 2007 — 2011
Northern Trust Corporation July 2015 - Present
UBS March 2014 - May 2015
Settlers bank May 2013 - September 2013
Automation Components, Inc. June 2011 - August 2011
Eager Readers Program June 2010 - August 2010
Skills
Wealth Management, Financial Modeling, Teamwork, Data Analysis, Equity Research, Microsoft Office, Microsoft Excel, Investments, Bloomberg Terminal, PowerPoint, CoStar, Argus Modeling, Finance, Social Media, Financial Analysis, Public Speaking, Research
Education
Marquette University 2011 — 2015
Bachelor of Science (BS), Finance, Commercial Real Estate
Madison Edgewood High School 2007 — 2011
Shuai Wang Shuai Wang's UBS Experience January 2011 - June 2011
Job Student at MIT Sloan School of Management
Industry Financial Services
Experience
MIT Sloan School of Management July 2013 - Present
Goldman Sachs April 2012 - June 2013
CITIC Securities August 2011 - December 2011
UBS January 2011 - June 2011
Ziegler May 2010 - July 2010
Krause Fund August 2009 - December 2009
Skills
Financial Analysis, Valuation, Portfolio Management, Credit, Financial Modeling, Corporate Finance, Finance, Data Analysis, Microsoft Excel, PowerPoint, Mandarin, Microsoft Office, Microsoft Word, Business Strategy, Market Research
Education
MIT Sloan School of Management 2013 — 2014
Master's degree, Finance, General
The London School of Economics and Political Science (LSE) 2012 — 2012
Summer School, Economics
University of Southern California - Marshall School of Business 2008 — 2012
Bachelor of Science, Corporate Finance
MIT Sloan School of Management July 2013 - Present
Goldman Sachs April 2012 - June 2013
CITIC Securities August 2011 - December 2011
UBS January 2011 - June 2011
Ziegler May 2010 - July 2010
Krause Fund August 2009 - December 2009
Skills
Financial Analysis, Valuation, Portfolio Management, Credit, Financial Modeling, Corporate Finance, Finance, Data Analysis, Microsoft Excel, PowerPoint, Mandarin, Microsoft Office, Microsoft Word, Business Strategy, Market Research
Education
MIT Sloan School of Management 2013 — 2014
Master's degree, Finance, General
The London School of Economics and Political Science (LSE) 2012 — 2012
Summer School, Economics
University of Southern California - Marshall School of Business 2008 — 2012
Bachelor of Science, Corporate Finance
Ram Rao Ram Rao's UBS Experience 1998 - 1999
Job Managing Director at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital 2011 - Present
Trading Cross Connects 2009 - 2011
Barclays Capital 2000 - 2009
Merrill Lynch 1999 - 2000
UBS 1998 - 1999
Oliver Wyman 1996 - 1998
Booz Allen Hamilton 1992 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1990 — 1992
MBA
Ohio Wesleyan University
BA
University of Pennsylvania
MSE
Macquarie Capital 2011 - Present
Trading Cross Connects 2009 - 2011
Barclays Capital 2000 - 2009
Merrill Lynch 1999 - 2000
UBS 1998 - 1999
Oliver Wyman 1996 - 1998
Booz Allen Hamilton 1992 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1990 — 1992
MBA
Ohio Wesleyan University
BA
University of Pennsylvania
MSE
Amanda Curry Amanda Curry's UBS Experience May 2011 - August 2011
Job Assistant Buyer, Women's Contemporary at Rue La La
Industry Apparel & Fashion
Experience
Rue La La March 2015 - Present
Rue La La March 2014 - Present
Rue La La November 2013 - March 2014
The TJX Companies, Inc. May 2012 - August 2012
UBS May 2011 - August 2011
The TJX Companies, Inc. July 2007 - August 2010
Skills
Merchandising, Fashion, Retail Sales Analysis, Vendor Relationship..., Inventory Management, Visual Merchandising, Fashion Buying, Retail Buying, Microsoft Office, Microsoft Excel, Customer Service, Merchandising Strategies, Online Merchandising, Merchant Acquiring, Marketing Strategy, Online Sales Management, Public Speaking, PowerPoint, Social Media, Microsoft Word
Education
Marist College 2009 — 2013
Bachelor's Degree, Business Administration and Management, General, Cum Laude
Lorenzo De' Medici, Italian International Institute 2011 — 2012
Study Abroad Program
Rue La La March 2015 - Present
Rue La La March 2014 - Present
Rue La La November 2013 - March 2014
The TJX Companies, Inc. May 2012 - August 2012
UBS May 2011 - August 2011
The TJX Companies, Inc. July 2007 - August 2010
Skills
Merchandising, Fashion, Retail Sales Analysis, Vendor Relationship..., Inventory Management, Visual Merchandising, Fashion Buying, Retail Buying, Microsoft Office, Microsoft Excel, Customer Service, Merchandising Strategies, Online Merchandising, Merchant Acquiring, Marketing Strategy, Online Sales Management, Public Speaking, PowerPoint, Social Media, Microsoft Word
Education
Marist College 2009 — 2013
Bachelor's Degree, Business Administration and Management, General, Cum Laude
Lorenzo De' Medici, Italian International Institute 2011 — 2012
Study Abroad Program
Sara Burns Sara Burns's UBS Experience October 2007 - September 2009
Job Team Leader, Paid Search Marketing at ROI Revolution, Inc.
Industry Marketing and Advertising
Experience
ROI Revolution, Inc. July 2014 - Present
ROI Revolution, Inc. July 2012 - July 2014
ROI Revolution, Inc. February 2010 - October 2012
UBS October 2007 - September 2009
PAETEC 2006 - 2007
Skills
Google Adwords, Google Analytics, MSN AdCenter, Microsoft Office, Facebook, YouTube, Twitter, PPC, Digital Marketing, Online Advertising, Social Media Marketing, SEM, Market Research, Marketing, Web Marketing, Advertising, Online Marketing, CRM, Web Analytics, Social Media, Competitive Analysis, Email Marketing, Management
Education
Marist College 2007 — 2009
MBA, Business, Finance
Marist College 2002 — 2006
Bachelor of Science, Business, Finance, Spanish
ROI Revolution, Inc. July 2014 - Present
ROI Revolution, Inc. July 2012 - July 2014
ROI Revolution, Inc. February 2010 - October 2012
UBS October 2007 - September 2009
PAETEC 2006 - 2007
Skills
Google Adwords, Google Analytics, MSN AdCenter, Microsoft Office, Facebook, YouTube, Twitter, PPC, Digital Marketing, Online Advertising, Social Media Marketing, SEM, Market Research, Marketing, Web Marketing, Advertising, Online Marketing, CRM, Web Analytics, Social Media, Competitive Analysis, Email Marketing, Management
Education
Marist College 2007 — 2009
MBA, Business, Finance
Marist College 2002 — 2006
Bachelor of Science, Business, Finance, Spanish
Luke Chellis Luke Chellis's UBS Experience June 2013 - August 2013
Job Analyst
Industry Financial Services
Experience
Coastland Capital August 2015 - Present
MIT Sloan School of Management September 2014 - June 2015
MIT Media Lab September 2014 - June 2015
Marshall Wace July 2014 - September 2014
Polaris Capital Management, LLC January 2014 - June 2014
Traders@MIT September 2010 - June 2014
UBS June 2013 - August 2013
Zurich Insurance Company Ltd June 2013 - June 2013
Victor and William Fung Foundation 2010 - 2013
National Taiwan University June 2011 - September 2012
Skills
Immunohistochemistry, Cell Biology, Statistics, Analysis, Strategy, Equities, Portfolio Management, Leadership, Fixed Income, Investments, Trading, Matlab, Asset Managment, LaTeX, Mathematica, Data Analysis, Research
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master of Finance
MIT 2010 — 2014
Bachelor of Science (BS), Neuroscience
King's College, Cambridge Univeristy 2012 — 2013
Natural Sciences of Neurobiology, Pharmacology, and Experimental Psychology
St. Louis University High School (SLUH) 2006 — 2010
high school
Coastland Capital August 2015 - Present
MIT Sloan School of Management September 2014 - June 2015
MIT Media Lab September 2014 - June 2015
Marshall Wace July 2014 - September 2014
Polaris Capital Management, LLC January 2014 - June 2014
Traders@MIT September 2010 - June 2014
UBS June 2013 - August 2013
Zurich Insurance Company Ltd June 2013 - June 2013
Victor and William Fung Foundation 2010 - 2013
National Taiwan University June 2011 - September 2012
Skills
Immunohistochemistry, Cell Biology, Statistics, Analysis, Strategy, Equities, Portfolio Management, Leadership, Fixed Income, Investments, Trading, Matlab, Asset Managment, LaTeX, Mathematica, Data Analysis, Research
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master of Finance
MIT 2010 — 2014
Bachelor of Science (BS), Neuroscience
King's College, Cambridge Univeristy 2012 — 2013
Natural Sciences of Neurobiology, Pharmacology, and Experimental Psychology
St. Louis University High School (SLUH) 2006 — 2010
high school
Andy Donabauer Andy Donabauer's UBS Experience 2001 - 2002
Job Competitive and passionate Sales Professional with over 15 years experience
Industry Consumer Services
Experience
Insurance Agent 2006 - 2013
Sentry Insurance 2010 - 2012
Nationwide Insurance 2004 - 2006
Bank One 2003 - 2004
UBS 2001 - 2002
Skills
Customer Service, Complex Product..., Cold Calling, Licensed Property &..., Licensed Life & Health..., Microsoft Office, Microsoft Word, Windows, PowerPoint, Outlook, Microsoft Excel, Sales, Strategic Planning, Analysis, Marketing, Training
Education
Marquette University
Bachelor of Arts (BA), Public Relations
Insurance Agent 2006 - 2013
Sentry Insurance 2010 - 2012
Nationwide Insurance 2004 - 2006
Bank One 2003 - 2004
UBS 2001 - 2002
Skills
Customer Service, Complex Product..., Cold Calling, Licensed Property &..., Licensed Life & Health..., Microsoft Office, Microsoft Word, Windows, PowerPoint, Outlook, Microsoft Excel, Sales, Strategic Planning, Analysis, Marketing, Training
Education
Marquette University
Bachelor of Arts (BA), Public Relations
Kyle Havard Kyle Havard's UBS Experience March 2013 - March 2014
Job ETF Accountant at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon April 2014 - Present
UBS March 2013 - March 2014
Pavé Life November 2012 - February 2013
New York Life Insurance Company May 2011 - August 2011
Skills
Microsoft Excel, New Business Development, Sales, Sales Management, Marketing Strategy, Microsoft Word
Education
Marist College 2008 — 2012
Bachelor's degree, Finance, General, 3.1
BNY Mellon April 2014 - Present
UBS March 2013 - March 2014
Pavé Life November 2012 - February 2013
New York Life Insurance Company May 2011 - August 2011
Skills
Microsoft Excel, New Business Development, Sales, Sales Management, Marketing Strategy, Microsoft Word
Education
Marist College 2008 — 2012
Bachelor's degree, Finance, General, 3.1
Kenneth M. White Kenneth M. White's UBS Experience August 2010 - Present
Job First Vice President at UBS Financial Services
Industry Investment Management
Experience
UBS August 2010 - Present
Morgan Stanley Smith Barney October 1980 - September 2010
Education
Mercyhurst College 1975 — 1977
BA, Business Adminsitration
Marietta College 1973 — 1975
Business Adminsitration
UBS August 2010 - Present
Morgan Stanley Smith Barney October 1980 - September 2010
Education
Mercyhurst College 1975 — 1977
BA, Business Adminsitration
Marietta College 1973 — 1975
Business Adminsitration
Randy Guzman Randy Guzman's UBS Experience October 1999 - July 2001
Job Income Maintenance Caseworker II at Buncombe County Health and Human Services
Industry Public Policy
Experience
Buncombe County Health and Human Services November 2014 - Present
Tiffany & Co. November 2007 - February 2014
Barneys New York February 2002 - August 2007
UBS October 1999 - July 2001
Young & Rubicam July 1999 - August 1999
The New York Times September 1998 - January 1999
Skills
Fluent in Spanish, Proficient in MS Office..., Consultative Selling, Customer Retention, Account Management, Customer Service, Sales, Selling, Teamwork, Retail, Merchandising, CRM, Sales Operations, Marketing, Management, Visual Merchandising, Customer Satisfaction, Inventory Management, Luxury, Retail Sales, Luxury Goods, Fashion, Jewelry
Education
Marymount Manhattan College 1995 — 2000
Bachelor's degree, Business Administration and Management, General
City College of New York 2011 — 2011
Certificate in Healthcare Interpretation- Spanish
Buncombe County Health and Human Services November 2014 - Present
Tiffany & Co. November 2007 - February 2014
Barneys New York February 2002 - August 2007
UBS October 1999 - July 2001
Young & Rubicam July 1999 - August 1999
The New York Times September 1998 - January 1999
Skills
Fluent in Spanish, Proficient in MS Office..., Consultative Selling, Customer Retention, Account Management, Customer Service, Sales, Selling, Teamwork, Retail, Merchandising, CRM, Sales Operations, Marketing, Management, Visual Merchandising, Customer Satisfaction, Inventory Management, Luxury, Retail Sales, Luxury Goods, Fashion, Jewelry
Education
Marymount Manhattan College 1995 — 2000
Bachelor's degree, Business Administration and Management, General
City College of New York 2011 — 2011
Certificate in Healthcare Interpretation- Spanish
Michael Nora Michael Nora's UBS Experience September 1996 - May 2006
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2006 - Present
UBS September 1996 - May 2006
Education
Marquette University 1975 — 1979
Bachelor of Science (BS), Finance, General
Ameriprise Financial Services, Inc. July 2006 - Present
UBS September 1996 - May 2006
Education
Marquette University 1975 — 1979
Bachelor of Science (BS), Finance, General
John McGinn John McGinn's UBS Experience June 2013 - August 2013
Job eFX SalesCFA Level 1 Candidate
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
BNP Paribas July 2014 - July 2015
Greystone Equity Fund January 2013 - May 2014
UBS June 2013 - August 2013
Aegis Capital June 2012 - August 2012
Needham & Company December 2011 - January 2012
Skills
Investments, Bloomberg Terminal, Financial Markets, Financial Modeling, Financial Analysis, Trading, Capital Markets, Fixed Income, Valuation, Economics, Equity Valuation, Microsoft Excel, Financial Accounting, Marketing, Investment Management, Equity Trading
Education
Marist College 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics
Xavier 2006 — 2010
UBS Investment Bank July 2015 - Present
BNP Paribas July 2014 - July 2015
Greystone Equity Fund January 2013 - May 2014
UBS June 2013 - August 2013
Aegis Capital June 2012 - August 2012
Needham & Company December 2011 - January 2012
Skills
Investments, Bloomberg Terminal, Financial Markets, Financial Modeling, Financial Analysis, Trading, Capital Markets, Fixed Income, Valuation, Economics, Equity Valuation, Microsoft Excel, Financial Accounting, Marketing, Investment Management, Equity Trading
Education
Marist College 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics
Xavier 2006 — 2010
Joël Voillat's UBS Experience March 2015 - April 2015
Job McGill Student / Incoming Investment Banking Analyst
Industry Financial Services
Experience
UBS Investment Bank June 2015 - August 2015
UBS March 2015 - April 2015
UBS September 2014 - February 2015
Meylan Finance July 2014 - September 2014
Bloomberg LP May 2013 - August 2014
China Mergers and Acquisitions Association February 2012 - June 2012
English Corner March 2012 - May 2012
Covalence EthicalQuote November 2011 - February 2012
Optima Energy Group December 2010 - December 2010
Stanhope Capital LLP April 2010 - October 2010
Skills
Microsoft Excel, Financial Modeling, Investments, Bloomberg, Valuation
Education
McGill University 2012 — 2016
Bachelor of Arts (B.A.)
Lycée International de Ferney-Voltaire 2007 — 2011
UBS Investment Bank June 2015 - August 2015
UBS March 2015 - April 2015
UBS September 2014 - February 2015
Meylan Finance July 2014 - September 2014
Bloomberg LP May 2013 - August 2014
China Mergers and Acquisitions Association February 2012 - June 2012
English Corner March 2012 - May 2012
Covalence EthicalQuote November 2011 - February 2012
Optima Energy Group December 2010 - December 2010
Stanhope Capital LLP April 2010 - October 2010
Skills
Microsoft Excel, Financial Modeling, Investments, Bloomberg, Valuation
Education
McGill University 2012 — 2016
Bachelor of Arts (B.A.)
Lycée International de Ferney-Voltaire 2007 — 2011
Shawn Donovan's UBS Experience January 2004 - May 2007
Job VP in the Private Bank at HSBC
Industry Financial Services
Experience
HSBC Private Bank March 2010 - Present
Financial Industry Technical Services July 2008 - November 2009
JPMorgan Chase HFS January 2008 - June 2008
UBS January 2004 - May 2007
Goldman Sachs September 1985 - March 2003
Goldman Sachs November 1998 - February 2003
Goldman Sachs September 1996 - November 1998
Goldman Sachs May 1994 - September 1996
Goldman Sachs March 1991 - May 1994
Goldman May 1989 - March 1990
Education
Marymount College 1989 — 1994
Bachelor of Science, Business Major, Business Administration and Management, General
HSBC Private Bank March 2010 - Present
Financial Industry Technical Services July 2008 - November 2009
JPMorgan Chase HFS January 2008 - June 2008
UBS January 2004 - May 2007
Goldman Sachs September 1985 - March 2003
Goldman Sachs November 1998 - February 2003
Goldman Sachs September 1996 - November 1998
Goldman Sachs May 1994 - September 1996
Goldman Sachs March 1991 - May 1994
Goldman May 1989 - March 1990
Education
Marymount College 1989 — 1994
Bachelor of Science, Business Major, Business Administration and Management, General
Shawn D. Gray, MBA Shawn D. Gray, MBA's UBS Experience February 2004 - February 2006
Job Housing Development Specialist
Industry Financial Services
Experience
Oaks Integrated Care March 2015 - Present
Citi August 2012 - February 2014
JPMorgan Chase June 2008 - August 2012
Graymar March 2003 - August 2008
Merrill Lynch February 2006 - February 2008
UBS February 2004 - February 2006
TD Ameritrade May 2000 - February 2004
Skills
Real Estate..., Real Estate Portfolio..., Relationship Management, Corporate Real Estate, IREM MEMBER, ARES MEMBER, Series 7, Series 63, Series 6, Life Insurance, Financial Advisory, Loans, Mortgage Lending, Banking, Portfolio Management, Mergers & Acquisitions, Real Estate, Analysis, Management, Investments, Asset Management
Education
Marylhurst University 2014 — 2016
Master of Business Administration (M.B.A.), Real Estate, 3.7
William Paterson University of New Jersey
Bachelor of Science (B.S.), Business Administration and Management, General
Oaks Integrated Care March 2015 - Present
Citi August 2012 - February 2014
JPMorgan Chase June 2008 - August 2012
Graymar March 2003 - August 2008
Merrill Lynch February 2006 - February 2008
UBS February 2004 - February 2006
TD Ameritrade May 2000 - February 2004
Skills
Real Estate..., Real Estate Portfolio..., Relationship Management, Corporate Real Estate, IREM MEMBER, ARES MEMBER, Series 7, Series 63, Series 6, Life Insurance, Financial Advisory, Loans, Mortgage Lending, Banking, Portfolio Management, Mergers & Acquisitions, Real Estate, Analysis, Management, Investments, Asset Management
Education
Marylhurst University 2014 — 2016
Master of Business Administration (M.B.A.), Real Estate, 3.7
William Paterson University of New Jersey
Bachelor of Science (B.S.), Business Administration and Management, General
Gia DiCamillo's UBS Experience August 2014 - Present
Job Attended Marist College
Industry Information Technology and Services
Experience
UBS August 2014 - Present
UBS Investment Bank June 2013 - August 2013
KnowledgePoint360 Group May 2012 - July 2012
Skills
Technology, Social Media Marketing, User Experience, PowerPoint, Agile Methodolgy, Market Research, User Interface Design, Agile Methodologies, Web Applications, CSS, JavaScript, Photoshop
Education
Marist College 2010 — 2013
Bachelor of Science (BS), Information Technology
UBS August 2014 - Present
UBS Investment Bank June 2013 - August 2013
KnowledgePoint360 Group May 2012 - July 2012
Skills
Technology, Social Media Marketing, User Experience, PowerPoint, Agile Methodolgy, Market Research, User Interface Design, Agile Methodologies, Web Applications, CSS, JavaScript, Photoshop
Education
Marist College 2010 — 2013
Bachelor of Science (BS), Information Technology
Patrizia Marsura Patrizia Marsura's UBS Experience 1994 - 1996
Job Head of Data Products Architecture at ISS | Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services January 2015 - Present
Golden Seeds 2011 - Present
Axioma Inc. May 2014 - November 2014
Crimson Hexagon April 2013 - June 2013
RiskMetrics Group (acquired by MSCI in 2010) 2004 - 2011
RiskMetrics Group 1999 - 2004
RiskMetrics Group 1999 - 2000
JP Morgan 1998 - 1999
UBS 1994 - 1996
Skills
Product Management, Software Development, Start-ups, Management, Entrepreneurship, Business Strategy, Leadership, Quantitative Analytics, Web Services, Product Development, Cross-functional Team..., Venture Capital, Analysis, SaaS, Risk Management, Agile Methodologies, Process Improvement, Competitive Analysis, Project Planning, Mergers & Acquisitions, Executive Management, Innovation, SOA, Strategic Partnerships, Business Planning, Change Management, Investments, Portfolio Management, Financial Modeling, Market Research, Management Consulting, Team Building, Analytics, Strategy
Education
Massachusetts Institute of Technology 2011 — 2012
MBA, Sloan Fellows Program in Innovation and Global Leadership
University of Illinois at Urbana-Champaign 1997 — 1998
MS, Computer Science
Fachhochschule Nordwestschweiz FHNW 1990 — 1993
BS, Computer Science
ISS Institutional Shareholder Services January 2015 - Present
Golden Seeds 2011 - Present
Axioma Inc. May 2014 - November 2014
Crimson Hexagon April 2013 - June 2013
RiskMetrics Group (acquired by MSCI in 2010) 2004 - 2011
RiskMetrics Group 1999 - 2004
RiskMetrics Group 1999 - 2000
JP Morgan 1998 - 1999
UBS 1994 - 1996
Skills
Product Management, Software Development, Start-ups, Management, Entrepreneurship, Business Strategy, Leadership, Quantitative Analytics, Web Services, Product Development, Cross-functional Team..., Venture Capital, Analysis, SaaS, Risk Management, Agile Methodologies, Process Improvement, Competitive Analysis, Project Planning, Mergers & Acquisitions, Executive Management, Innovation, SOA, Strategic Partnerships, Business Planning, Change Management, Investments, Portfolio Management, Financial Modeling, Market Research, Management Consulting, Team Building, Analytics, Strategy
Education
Massachusetts Institute of Technology 2011 — 2012
MBA, Sloan Fellows Program in Innovation and Global Leadership
University of Illinois at Urbana-Champaign 1997 — 1998
MS, Computer Science
Fachhochschule Nordwestschweiz FHNW 1990 — 1993
BS, Computer Science
Vincent Kover Vincent Kover's UBS Experience June 2015 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
UBS November 2014 - May 2015
Luigi Borrelli June 2012 - November 2014
Stone Street Advisors October 2013 - August 2014
Marymount Manhattan College February 2011 - August 2012
Comstock Yacht Sales July 2010 - October 2011
Education
Marymount Manhattan College 2010 — 2014
Bachelor of Science Business Management, Finance & Investments
Monsignor Donovan
UBS June 2015 - Present
UBS November 2014 - May 2015
Luigi Borrelli June 2012 - November 2014
Stone Street Advisors October 2013 - August 2014
Marymount Manhattan College February 2011 - August 2012
Comstock Yacht Sales July 2010 - October 2011
Education
Marymount Manhattan College 2010 — 2014
Bachelor of Science Business Management, Finance & Investments
Monsignor Donovan
Bob Graziano Bob Graziano's UBS Experience December 2008 - November 2011
Job Sales Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Wealth Management November 2011 - Present
UBS December 2008 - November 2011
Vornado Realty Trust May 2007 - August 2007
AXA Equitable June 2006 - August 2006
Skills
Series 7, Series 66
Education
Marist College 2004 — 2008
B.S, Finance
Glen Rock High School 2000 — 2004
Morgan Stanley Wealth Management November 2011 - Present
UBS December 2008 - November 2011
Vornado Realty Trust May 2007 - August 2007
AXA Equitable June 2006 - August 2006
Skills
Series 7, Series 66
Education
Marist College 2004 — 2008
B.S, Finance
Glen Rock High School 2000 — 2004
Kashife Smith Kashife Smith's UBS Experience October 2013 - March 2014
Job Operations Analyst Level 3 at BNP Paribas
Industry Financial Services
Experience
BNP Paribas May 2015 - Present
UBS Investment Bank August 2014 - May 2015
UBS October 2013 - March 2014
Custom Computer Specialists July 2013 - September 2013
New York Life Insurance Company July 2012 - September 2012
Hudson Valley Federal Credit Union May 2011 - December 2011
UBS Investment Bank June 2010 - August 2010
IBM May 2009 - May 2010
Skills
Corporate Banking, Commercial Banking, Financial Analysis, Financial Accounting, Equity Markets, Fixed Income Markets, Operations, Revenue Projections, Business Recommendations, Financial Statement..., Research, Product..., Customer Service, Relationship Building, Interviewing, Communication, Collaboration, Reporting, Presentations, Regulatory Compliance, Problem Solving, Technology, CRM, Microsoft Office, Equity Valuation, Treasury Management, Process Improvement, Time Management, Interviews, Access, Management, Social Networking, PowerPoint, Leadership, Sales, Financial Services, Investments, Fixed Income, Finance
Education
Marist College
Bachelor of Science (B.S.), Business Administration, Finance Concentration
BNP Paribas May 2015 - Present
UBS Investment Bank August 2014 - May 2015
UBS October 2013 - March 2014
Custom Computer Specialists July 2013 - September 2013
New York Life Insurance Company July 2012 - September 2012
Hudson Valley Federal Credit Union May 2011 - December 2011
UBS Investment Bank June 2010 - August 2010
IBM May 2009 - May 2010
Skills
Corporate Banking, Commercial Banking, Financial Analysis, Financial Accounting, Equity Markets, Fixed Income Markets, Operations, Revenue Projections, Business Recommendations, Financial Statement..., Research, Product..., Customer Service, Relationship Building, Interviewing, Communication, Collaboration, Reporting, Presentations, Regulatory Compliance, Problem Solving, Technology, CRM, Microsoft Office, Equity Valuation, Treasury Management, Process Improvement, Time Management, Interviews, Access, Management, Social Networking, PowerPoint, Leadership, Sales, Financial Services, Investments, Fixed Income, Finance
Education
Marist College
Bachelor of Science (B.S.), Business Administration, Finance Concentration
Joseph Mezrich Joseph Mezrich's UBS Experience 2002 - 2005
Job Managing Director at Nomura Securities
Industry Capital Markets
Experience
Nomura 2006 - Present
UBS 2002 - 2005
Morgan Stanley February 1998 - May 2002
Salomon Brothers 1986 - 1998
Skills
Hedge Funds, Equities, Portfolio Optimization, Alternative Investments, Equity Research, Portfolio Management, Derivatives, Asset Managment, Fixed Income, Investment Strategies, Quantitative Investing, Asset Allocation, Bloomberg, Quantitative Finance, Global Macro
Education
Massachusetts Institute of Technology
Engineer's degree, Electrical and Electronics Engineering
University of Michigan
Doctor of Philosophy (Ph.D.), Mathematical Psychology
Nomura 2006 - Present
UBS 2002 - 2005
Morgan Stanley February 1998 - May 2002
Salomon Brothers 1986 - 1998
Skills
Hedge Funds, Equities, Portfolio Optimization, Alternative Investments, Equity Research, Portfolio Management, Derivatives, Asset Managment, Fixed Income, Investment Strategies, Quantitative Investing, Asset Allocation, Bloomberg, Quantitative Finance, Global Macro
Education
Massachusetts Institute of Technology
Engineer's degree, Electrical and Electronics Engineering
University of Michigan
Doctor of Philosophy (Ph.D.), Mathematical Psychology
Spencer Daly Spencer Daly's UBS Experience June 2007 - August 2007
Job Manager, Political Law Compliance and AntiCorruption Compliance at Prudential Financial
Industry Legal Services
Experience
Prudential Financial November 2014 - Present
Prudential Financial July 2013 - November 2014
Prudential Financial June 2012 - July 2013
Rutgers Business School August 2011 - May 2013
Richard T. Lau & Associates, Corporate Counsel for State Farm Insurance Companies June 2010 - May 2011
Law Office of Diane Gelon June 2009 - August 2009
UBS June 2007 - August 2007
Skills
Legal Research, Legal Writing, Research, Financial Analysis, FCPA, Anti-corruption, Anti-bribery, Compliance, Due Diligence, Risk Management, Lobbying, Pay-to-Play, Political Law, Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2013
MBA, Finance and Taxation
Hofstra University School of Law 2008 — 2011
J.D., Law
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
B.S., Finance
Manalapan High School 2000 — 2004
High School
Prudential Financial November 2014 - Present
Prudential Financial July 2013 - November 2014
Prudential Financial June 2012 - July 2013
Rutgers Business School August 2011 - May 2013
Richard T. Lau & Associates, Corporate Counsel for State Farm Insurance Companies June 2010 - May 2011
Law Office of Diane Gelon June 2009 - August 2009
UBS June 2007 - August 2007
Skills
Legal Research, Legal Writing, Research, Financial Analysis, FCPA, Anti-corruption, Anti-bribery, Compliance, Due Diligence, Risk Management, Lobbying, Pay-to-Play, Political Law, Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2013
MBA, Finance and Taxation
Hofstra University School of Law 2008 — 2011
J.D., Law
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
B.S., Finance
Manalapan High School 2000 — 2004
High School
Joseph Naber Joseph Naber's UBS Experience September 2014 - Present
Job Equity DMO Analyst: Equity Structured Derivatives Group at UBS
Industry Investment Banking
Experience
UBS September 2014 - Present
Università Cattolica Del Sacro Cuore March 2013 - June 2013
Merrill Lynch August 2012 - December 2012
City of Yonkers - Department of Finance May 2012 - June 2012
Brown Harris Stevens June 2011 - August 2011
The New York Botanical Garden August 2009 - August 2010
Skills
Microsoft Office, Mac OS, Leadership, SPSS, Social Media, Teamwork, Public Finance, Economics, PowerPoint, Investments
Education
Marquette University 2010 — 2014
Bachelor of Arts (BA), Economics, Criminology & Law Studies
Università Cattolica del Sacro Cuore 2013 — 2013
International Finance
Fordham Preparatory School 2006 — 2010
UBS September 2014 - Present
Università Cattolica Del Sacro Cuore March 2013 - June 2013
Merrill Lynch August 2012 - December 2012
City of Yonkers - Department of Finance May 2012 - June 2012
Brown Harris Stevens June 2011 - August 2011
The New York Botanical Garden August 2009 - August 2010
Skills
Microsoft Office, Mac OS, Leadership, SPSS, Social Media, Teamwork, Public Finance, Economics, PowerPoint, Investments
Education
Marquette University 2010 — 2014
Bachelor of Arts (BA), Economics, Criminology & Law Studies
Università Cattolica del Sacro Cuore 2013 — 2013
International Finance
Fordham Preparatory School 2006 — 2010
John Prisco John Prisco's UBS Experience June 2015 - August 2015
Job Student at Marist College
Industry Computer Software
Experience
Marist College ResNet August 2013 - Present
UBS June 2015 - August 2015
Skills
Java, HTML, Technical Support, Python, Django, JavaScript, SQL, MySQL, PHP, PostgreSQL, MongoDB, Web Development, Git
Education
Marist College 2012 — 2016
Bachelor of Science (BS), Computer Science
Marist College ResNet August 2013 - Present
UBS June 2015 - August 2015
Skills
Java, HTML, Technical Support, Python, Django, JavaScript, SQL, MySQL, PHP, PostgreSQL, MongoDB, Web Development, Git
Education
Marist College 2012 — 2016
Bachelor of Science (BS), Computer Science
Adam Powell, Ph.D. Adam Powell, Ph.D.'s UBS Experience 2004 - 2004
Job
Industry Hospital & Health Care
Experience
Payer+Provider March 2012 - Present
Northeastern University 2012 - Present
Indian School of Business February 2013 - Present
Oliver Wyman 2011 - 2012
Penn Biotech Group 2010 - 2011
The Wharton School 2006 - 2011
LinPowell Corporation 2007 - 2008
Humana 2007 - 2007
Microsoft 2005 - 2005
UBS 2004 - 2004
Skills
Economics, Entrepreneurship, Research, R, Statistics, Healthcare Management, healthcare consulting, Health Economics, Stata, Operations Research, Technical Writing, Revenue Cycle Management, Healthcare Information..., Health Insurance, Healthcare Reform, Healthcare Consulting, Strategy, Hospitals, Healthcare, Clinical Research, Medical Education, Medicine, Informatics, Leadership, Management Consulting, Health Policy, Data Analysis, Analytics, Management, Lifesciences, Public Health, Consulting, Managed Care, EHR, Data Mining, Qualitative Research, Quantitative Analytics, Innovation, Epidemiology, Strategic Consulting
Education
University of Pennsylvania - The Wharton School 2006 — 2011
PhD, Managerial Science & Applied Economics (Health Care Management & Economics)
University of Pennsylvania - The Wharton School 2006 — 2008
AM, Managerial Science & Applied Economics (Health Care Management & Economics)
Massachusetts Institute of Technology
SB (x2), Management Science, Writing
New Trier High School
Payer+Provider March 2012 - Present
Northeastern University 2012 - Present
Indian School of Business February 2013 - Present
Oliver Wyman 2011 - 2012
Penn Biotech Group 2010 - 2011
The Wharton School 2006 - 2011
LinPowell Corporation 2007 - 2008
Humana 2007 - 2007
Microsoft 2005 - 2005
UBS 2004 - 2004
Skills
Economics, Entrepreneurship, Research, R, Statistics, Healthcare Management, healthcare consulting, Health Economics, Stata, Operations Research, Technical Writing, Revenue Cycle Management, Healthcare Information..., Health Insurance, Healthcare Reform, Healthcare Consulting, Strategy, Hospitals, Healthcare, Clinical Research, Medical Education, Medicine, Informatics, Leadership, Management Consulting, Health Policy, Data Analysis, Analytics, Management, Lifesciences, Public Health, Consulting, Managed Care, EHR, Data Mining, Qualitative Research, Quantitative Analytics, Innovation, Epidemiology, Strategic Consulting
Education
University of Pennsylvania - The Wharton School 2006 — 2011
PhD, Managerial Science & Applied Economics (Health Care Management & Economics)
University of Pennsylvania - The Wharton School 2006 — 2008
AM, Managerial Science & Applied Economics (Health Care Management & Economics)
Massachusetts Institute of Technology
SB (x2), Management Science, Writing
New Trier High School
Arthur Coleman Arthur Coleman's UBS Experience 1996 - 2003
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Capital Markets
Experience
Wells Fargo Advisors, LLC 2012 - Present
Advanced Equities 2009 - 2012
Citi Smith Barney 2004 - 2009
Graham & Dodd Value Fund 2003 - 2004
UBS 1996 - 2003
Oppenheimer & Co. 1980 - 1996
Skills
Investments, Alternative Investments, Strategy, Asset Management, Due Diligence, Financial Analysis, Equities, Start-ups, Entrepreneurship, Business Strategy
Education
McGill University
BA, Montreal, Canada
University of Bordeaux
Bordeaux, France
American University of Paris
Paris, France
Wells Fargo Advisors, LLC 2012 - Present
Advanced Equities 2009 - 2012
Citi Smith Barney 2004 - 2009
Graham & Dodd Value Fund 2003 - 2004
UBS 1996 - 2003
Oppenheimer & Co. 1980 - 1996
Skills
Investments, Alternative Investments, Strategy, Asset Management, Due Diligence, Financial Analysis, Equities, Start-ups, Entrepreneurship, Business Strategy
Education
McGill University
BA, Montreal, Canada
University of Bordeaux
Bordeaux, France
American University of Paris
Paris, France
Bill Cseplo Bill Cseplo's UBS Experience July 2004 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS July 2004 - Present
McDonald Investments May 2002 - July 2004
Education
Marist College 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Dublin Coffman High School 1994 — 1998
UBS July 2004 - Present
McDonald Investments May 2002 - July 2004
Education
Marist College 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Dublin Coffman High School 1994 — 1998
Bob Del Grande Bob Del Grande's UBS Experience June 1998 - February 2003
Job Chief Financial Officer at Coherence Capital Partners LLC
Industry Investment Management
Experience
Coherence Capital Partners LLC January 2012 - Present
JNF Asset Management May 2011 - December 2011
L Plus LLC March 2010 - May 2011
UBS Investment Bank February 2006 - February 2009
UBS Investment Bank February 2004 - February 2006
UBS Investment Bank February 2003 - February 2004
UBS June 1998 - February 2003
KPMG Audit August 1988 - June 1998
Skills
Hedge Funds, Equities, Fixed Income, Credit Derivatives, Finance, High Yield, Valuation, Capital Markets, Financial Services, Derivatives, Emerging Markets, CDS, Investment Banking, Portfolio Management, Investments, Financial Risk, Trading, Trading Systems
Education
Marist College 1984 — 1988
BS, Accounting/Finance
Bergen Catholic High School 1980 — 1984
Coherence Capital Partners LLC January 2012 - Present
JNF Asset Management May 2011 - December 2011
L Plus LLC March 2010 - May 2011
UBS Investment Bank February 2006 - February 2009
UBS Investment Bank February 2004 - February 2006
UBS Investment Bank February 2003 - February 2004
UBS June 1998 - February 2003
KPMG Audit August 1988 - June 1998
Skills
Hedge Funds, Equities, Fixed Income, Credit Derivatives, Finance, High Yield, Valuation, Capital Markets, Financial Services, Derivatives, Emerging Markets, CDS, Investment Banking, Portfolio Management, Investments, Financial Risk, Trading, Trading Systems
Education
Marist College 1984 — 1988
BS, Accounting/Finance
Bergen Catholic High School 1980 — 1984
Stephen Maroney Stephen Maroney's UBS Experience May 2010 - June 2013
Job Subway Franchise Owner
Industry Food & Beverages
Experience
Subway October 2013 - Present
UBS May 2010 - June 2013
Skills
Vendor Management, Accounting, Cost Accounting, Integration, Project Portfolio..., Process Improvement, Corporate Finance, Economics, Program Management, SDLC, Business Analysis, Managerial Finance, PMO, Financial Accounting, Risk Management, Valuation, Project Management
Education
Marist College 2006 — 2010
BS, Business Administration With a Focus in Finance, Accounting Minor
St. Anthony's High School 2002 — 2006
H.S.
Subway October 2013 - Present
UBS May 2010 - June 2013
Skills
Vendor Management, Accounting, Cost Accounting, Integration, Project Portfolio..., Process Improvement, Corporate Finance, Economics, Program Management, SDLC, Business Analysis, Managerial Finance, PMO, Financial Accounting, Risk Management, Valuation, Project Management
Education
Marist College 2006 — 2010
BS, Business Administration With a Focus in Finance, Accounting Minor
St. Anthony's High School 2002 — 2006
H.S.
Eric Chenette's UBS Experience January 2011 - March 2011
Job Technology Solutions Engineer
Industry Information Technology and Services
Experience
Par 4 Technology Group December 2009 - Present
UBS January 2011 - March 2011
JPMorgan Chase March 2010 - October 2010
Flytrap Technologies August 2009 - December 2009
CVS/Caremark September 2008 - August 2009
Skills
Data Center, Virtualization, VMware, VMware ESX, EMC Storage, Disaster Recovery, Data Domain, EMC Networker, Servers, HP Server Hardware, IT Service Management, Cloud Computing, Cisco Technologies, Microsoft Office
Education
Marist College 2004 — 2008
B.S., Information Technology
Par 4 Technology Group December 2009 - Present
UBS January 2011 - March 2011
JPMorgan Chase March 2010 - October 2010
Flytrap Technologies August 2009 - December 2009
CVS/Caremark September 2008 - August 2009
Skills
Data Center, Virtualization, VMware, VMware ESX, EMC Storage, Disaster Recovery, Data Domain, EMC Networker, Servers, HP Server Hardware, IT Service Management, Cloud Computing, Cisco Technologies, Microsoft Office
Education
Marist College 2004 — 2008
B.S., Information Technology
Ed Mount Ed Mount's UBS Experience 1986 - 1999
Job Managing Director at Nomura Securities
Industry Financial Services
Experience
Nomura Securities November 2014 - Present
Royal Bank of Scotland August 2011 - September 2014
Elysium Technology Group 2007 - 2011
Elysium Capital Group 2001 - 2011
Bank of New Canaan 2001 - 2005
UBS 1986 - 1999
O'Connor and Associates 1986 - 1999
Swiss Bank Corporation 1986 - 1999
Skills
Trading Systems, Trading, Risk Management, Options, Management, Investment Banking, Financial Markets, FX trading, FX Options, Electronic Trading, Derivatives
Education
The University of Chicago - Booth School of Business 1987 — 1990
Finance
Massachusetts Institute of Technology 1982 — 1986
Bachelor of Science (BS), Mechanical Engineering
Nomura Securities November 2014 - Present
Royal Bank of Scotland August 2011 - September 2014
Elysium Technology Group 2007 - 2011
Elysium Capital Group 2001 - 2011
Bank of New Canaan 2001 - 2005
UBS 1986 - 1999
O'Connor and Associates 1986 - 1999
Swiss Bank Corporation 1986 - 1999
Skills
Trading Systems, Trading, Risk Management, Options, Management, Investment Banking, Financial Markets, FX trading, FX Options, Electronic Trading, Derivatives
Education
The University of Chicago - Booth School of Business 1987 — 1990
Finance
Massachusetts Institute of Technology 1982 — 1986
Bachelor of Science (BS), Mechanical Engineering
eugene flynn eugene flynn's UBS Experience June 2008 - June 2010
Job Investment Advisor Sr. VP at Aegis Capital Corp
Industry Financial Services
Experience
Aegis Capital Corp 2012 - Present
Oppenheimer & Co. Inc. June 2010 - July 2012
UBS June 2008 - June 2010
Smith Barney 1988 - 2008
Loeb Rhoades 1980 - 1988
Skills
Sales, Leadership, Finance, Financial Planning, Investment Advisory, Purveyor of Financial...
Education
Lincoln School
High School
Massachusetts Institute of Technology
New York University
Graduate School of Business Administration
Northwestern University
Bachelor of Science (BS), Business Administration and Management, General
University of Munich
German Language
Aegis Capital Corp 2012 - Present
Oppenheimer & Co. Inc. June 2010 - July 2012
UBS June 2008 - June 2010
Smith Barney 1988 - 2008
Loeb Rhoades 1980 - 1988
Skills
Sales, Leadership, Finance, Financial Planning, Investment Advisory, Purveyor of Financial...
Education
Lincoln School
High School
Massachusetts Institute of Technology
New York University
Graduate School of Business Administration
Northwestern University
Bachelor of Science (BS), Business Administration and Management, General
University of Munich
German Language
Flavia Marietto Flavia Marietto's UBS Experience June 2014 - Present
Job Compliance Officer at UBS
Industry Financial Services
Experience
UBS June 2014 - Present
UBS September 2010 - June 2014
OHL September 2007 - August 2010
Skills
Microsoft Office, Salesforce.com, SharePoint
Education
Marist College 2003 — 2007
Bachelor's degree, Business Administration
UBS June 2014 - Present
UBS September 2010 - June 2014
OHL September 2007 - August 2010
Skills
Microsoft Office, Salesforce.com, SharePoint
Education
Marist College 2003 — 2007
Bachelor's degree, Business Administration
Toar Mewengkang Toar Mewengkang's UBS Experience 2004 - 2006
Job Portfolio Analyst at Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC October 2013 - Present
Neuberger Berman February 2011 - October 2013
General Motors Asset Management 2008 - 2011
Lehman Brothers 2006 - 2008
UBS 2004 - 2006
Skills
Performance Measurement, Client Reporting, Return on Investment..., Portfolio Assessment, Quality Assurance, Investment Management, Data Warehousing, Interpersonal..., Training, Asset Managment, User Acceptance Testing
Education
Hofstra University School of Law 2007 — 2012
Doctor of Law (J.D.), Law
State University of New York at Albany 1998 — 2002
Bachelor's degree, Finance and Marketing
Colonial Consulting LLC October 2013 - Present
Neuberger Berman February 2011 - October 2013
General Motors Asset Management 2008 - 2011
Lehman Brothers 2006 - 2008
UBS 2004 - 2006
Skills
Performance Measurement, Client Reporting, Return on Investment..., Portfolio Assessment, Quality Assurance, Investment Management, Data Warehousing, Interpersonal..., Training, Asset Managment, User Acceptance Testing
Education
Hofstra University School of Law 2007 — 2012
Doctor of Law (J.D.), Law
State University of New York at Albany 1998 — 2002
Bachelor's degree, Finance and Marketing
Alejandro Martínez Gutiérrez Alejandro Martínez Gutiérrez's UBS Experience 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
UBS 2011 - Present
Deutsche Bank 2011 - 2011
Ladder Capital Finance LLC 2010 - 2010
Commercial Real Estate Underwriting 2009 - 2010
Lehman Brothers 2007 - 2008
Lehman Brothers 2003 - 2007
MetroVivienda 1999 - 2001
Education
Massachusetts Institute of Technology 2001 — 2003
Master of Science (M.Sc.), Construction Engineering and Management
Universidad de Los Andes 1994 — 1998
Master of Engineering (M.Eng.), Civil Engineering
UBS 2011 - Present
Deutsche Bank 2011 - 2011
Ladder Capital Finance LLC 2010 - 2010
Commercial Real Estate Underwriting 2009 - 2010
Lehman Brothers 2007 - 2008
Lehman Brothers 2003 - 2007
MetroVivienda 1999 - 2001
Education
Massachusetts Institute of Technology 2001 — 2003
Master of Science (M.Sc.), Construction Engineering and Management
Universidad de Los Andes 1994 — 1998
Master of Engineering (M.Eng.), Civil Engineering
Andrej Pancik's UBS Experience June 2011 - September 2011
Job Cofounder at Represent
Industry Internet
Experience
Represent.com January 2014 - Present
Unite, Inc. 2014 - Present
Prizeo (Acquired by Todd Wagner) August 2011 - June 2015
Microsoft 2012 - 2012
UBS June 2011 - September 2011
CERN July 2010 - September 2010
Masaryk University February 2010 - July 2010
High School of Art and Design September 2009 - May 2010
Oprox June 2008 - February 2009
Skills
Entrepreneurship, Web Applications, Branding, Early-stage Startups, Computer Science, Online Advertising, Java, Web Services, Algorithms, CSS, Programming, C#, UML, HTML, Linux, SQL, Eclipse, Artificial Intelligence, Git, Visual Studio, Web Development, Enterprise Architecture, Architecture, Financial Markets, Portfolio Optimization, Risk Management, ASP.NET, Apache Solr, Bash, JavaScript, ECMAScript, MySQL, Webservices, Teaching, Start-ups, User Experience, Strategy, Node.js, Scala
Education
University of Oxford 2011 — 2013
DPhil, Computer Science, -
University of Nottingham 2010 — 2011
Postgraduate Exchange, Computer Science
Masaryk University 2007 — 2010
Bachelor, Applied Informatics
Represent.com January 2014 - Present
Unite, Inc. 2014 - Present
Prizeo (Acquired by Todd Wagner) August 2011 - June 2015
Microsoft 2012 - 2012
UBS June 2011 - September 2011
CERN July 2010 - September 2010
Masaryk University February 2010 - July 2010
High School of Art and Design September 2009 - May 2010
Oprox June 2008 - February 2009
Skills
Entrepreneurship, Web Applications, Branding, Early-stage Startups, Computer Science, Online Advertising, Java, Web Services, Algorithms, CSS, Programming, C#, UML, HTML, Linux, SQL, Eclipse, Artificial Intelligence, Git, Visual Studio, Web Development, Enterprise Architecture, Architecture, Financial Markets, Portfolio Optimization, Risk Management, ASP.NET, Apache Solr, Bash, JavaScript, ECMAScript, MySQL, Webservices, Teaching, Start-ups, User Experience, Strategy, Node.js, Scala
Education
University of Oxford 2011 — 2013
DPhil, Computer Science, -
University of Nottingham 2010 — 2011
Postgraduate Exchange, Computer Science
Masaryk University 2007 — 2010
Bachelor, Applied Informatics
Daniel P. Delany, CFA Daniel P. Delany, CFA's UBS Experience 1999 - 2000
Job Portfolio Manager at Geneva Advisors
Industry Investment Management
Experience
Geneva Advisors January 2012 - Present
Oakridge Investments April 2006 - January 2012
William Blair & Co. January 2001 - April 2006
UBS 1999 - 2000
BioSafe Medical Technologies May 1998 - August 1998
Kemper Funds 1993 - 1997
Skills
Portfolio Management, Healthcare, Investment Analysis, Valuation, Stock Picking, HCIT, Medical Devices, Equities, Risk Management, Investment Management, Asset Managment, Investments, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance, Marketing, Entrepreneurship
Marquette University 1989 — 1993
BA, International Affairs/International Economics
Geneva Advisors January 2012 - Present
Oakridge Investments April 2006 - January 2012
William Blair & Co. January 2001 - April 2006
UBS 1999 - 2000
BioSafe Medical Technologies May 1998 - August 1998
Kemper Funds 1993 - 1997
Skills
Portfolio Management, Healthcare, Investment Analysis, Valuation, Stock Picking, HCIT, Medical Devices, Equities, Risk Management, Investment Management, Asset Managment, Investments, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance, Marketing, Entrepreneurship
Marquette University 1989 — 1993
BA, International Affairs/International Economics
Alice Johnson's UBS Experience March 2010 - November 2012
Job Associate Manager Commercial Activation at PepsiCo
Industry Financial Services
Experience
PepsiCo August 2015 - Present
PepsiCo November 2012 - August 2015
UBS March 2010 - November 2012
UBS Wealth Management May 2006 - March 2010
UBS Wealth Management 2006 - 2009
Skills
Vendor Management, Process Development, Spend Analysis, Personnel Development, Operational Efficiency, Negotiation, Problem Solving, Analysis, Vendor Relations, Cost Reduction, Project Management, Contract Management, Process Simulation, Personal Development, Business Analysis, Business Process..., Cross-functional Team..., Process Improvement, Risk Management, Outsourcing, Strategy, Purchasing, Strategic Sourcing, Change Management, Program Management, Forecasting, Contract Negotiation, Management, Operations Management, Sourcing, Supply Chain, Supply Chain Management, Management Consulting, Leadership, SAP, Procurement
Education
Marist College 2002 — 2006
BA, Marketing and Human Resources
PepsiCo August 2015 - Present
PepsiCo November 2012 - August 2015
UBS March 2010 - November 2012
UBS Wealth Management May 2006 - March 2010
UBS Wealth Management 2006 - 2009
Skills
Vendor Management, Process Development, Spend Analysis, Personnel Development, Operational Efficiency, Negotiation, Problem Solving, Analysis, Vendor Relations, Cost Reduction, Project Management, Contract Management, Process Simulation, Personal Development, Business Analysis, Business Process..., Cross-functional Team..., Process Improvement, Risk Management, Outsourcing, Strategy, Purchasing, Strategic Sourcing, Change Management, Program Management, Forecasting, Contract Negotiation, Management, Operations Management, Sourcing, Supply Chain, Supply Chain Management, Management Consulting, Leadership, SAP, Procurement
Education
Marist College 2002 — 2006
BA, Marketing and Human Resources
Sushama Dasari Sushama Dasari's UBS Experience 2008 - 2008
Job Research Associate at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price April 2013 - Present
Morgan Stanley June 2012 - April 2013
Morgan Stanley 2010 - July 2012
State Street Research 2009 - 2009
UBS 2008 - 2008
Skills
Equities, Valuation, Capital Markets, Financial Modeling, Trading, Equity Research, Equity Derivatives, FX Options, Mutual Funds, Bloomberg, Investment Banking, Fixed Income, Hedge Funds, Derivatives, Private Equity
Education
Massachusetts Institute of Technology 2004 — 2008
BS, Electrical Engineering & Computer Science
T. Rowe Price April 2013 - Present
Morgan Stanley June 2012 - April 2013
Morgan Stanley 2010 - July 2012
State Street Research 2009 - 2009
UBS 2008 - 2008
Skills
Equities, Valuation, Capital Markets, Financial Modeling, Trading, Equity Research, Equity Derivatives, FX Options, Mutual Funds, Bloomberg, Investment Banking, Fixed Income, Hedge Funds, Derivatives, Private Equity
Education
Massachusetts Institute of Technology 2004 — 2008
BS, Electrical Engineering & Computer Science
Brok McFerron Brok McFerron's UBS Experience June 2001 - August 2001
Job CoFounder at myGroFarm
Industry Health, Wellness and Fitness
Experience
myGroFarm December 2008 - Present
Davenforth June 2004 - January 2010
Lehman Brothers 2002 - 2004
UBS June 2001 - August 2001
MIT - CETI Program June 2000 - August 2000
Ford Motor Company June 1999 - August 1999
Education
Massachusetts Institute of Technology 1998 — 2002
BS, Computer Science
myGroFarm December 2008 - Present
Davenforth June 2004 - January 2010
Lehman Brothers 2002 - 2004
UBS June 2001 - August 2001
MIT - CETI Program June 2000 - August 2000
Ford Motor Company June 1999 - August 1999
Education
Massachusetts Institute of Technology 1998 — 2002
BS, Computer Science
Steven Di Renzo Steven Di Renzo's UBS Experience March 2004 - Present
Job Account Vice President
Industry Financial Services
Experience
UBS March 2004 - Present
Education
Marquette University 1985 — 1987
MBA, Finance
St. Norbert College 1978 — 1982
BBA, Finance and Marketing
UBS March 2004 - Present
Education
Marquette University 1985 — 1987
MBA, Finance
St. Norbert College 1978 — 1982
BBA, Finance and Marketing
Kenny Peng's UBS Experience September 2008 - November 2008
Job Computer Whisperer
Industry E-Learning
Experience
School Yourself August 2012 - Present
Athena Capital Research LLC December 2008 - July 2012
UBS September 2008 - November 2008
Singapore-MIT GAMBIT Game Lab September 2007 - August 2008
UBS June 2007 - August 2007
Geode Capital Management June 2006 - November 2006
Morgan Stanley June 2005 - August 2005
Skills
C++, JavaScript, Ruby, Programming, Linux, Web Development, Lua, High Performance..., Web Applications, Python, Management, Data Analysis, Algorithms, Computer Science
Education
Massachusetts Institute of Technology 2004 — 2008
B.S., Computer Science
Massachusetts Institute of Technology 2004 — 2008
B.S., Management Science (Finance)
School Yourself August 2012 - Present
Athena Capital Research LLC December 2008 - July 2012
UBS September 2008 - November 2008
Singapore-MIT GAMBIT Game Lab September 2007 - August 2008
UBS June 2007 - August 2007
Geode Capital Management June 2006 - November 2006
Morgan Stanley June 2005 - August 2005
Skills
C++, JavaScript, Ruby, Programming, Linux, Web Development, Lua, High Performance..., Web Applications, Python, Management, Data Analysis, Algorithms, Computer Science
Education
Massachusetts Institute of Technology 2004 — 2008
B.S., Computer Science
Massachusetts Institute of Technology 2004 — 2008
B.S., Management Science (Finance)
Vincent Pagano Jr.'s UBS Experience May 2013 - August 2014
Job Video Editor at News 12 Connecticut
Industry Writing and Editing
Experience
News 12 Connecticut August 2014 - Present
Entertainment March 2010 - Present
Freelance Video Projects October 2007 - Present
Comedy November 2004 - Present
UBS May 2013 - August 2014
The Hawthorne Inn November 2011 - May 2012
So You Think You Want To Live In The Country September 2009 - December 2009
Skills
Writing, Editing, Drawing, Intermediate Spanish, Microsoft Word, Microsoft Excel, Customer Service, Blogging, Television, Time Management, Data Entry, Public Speaking, Creative Writing, Social Media
Education
Marist College 2006 — 2010
B.A., Communications (Radio/TV/Film)
Edna C. Stevens
News 12 Connecticut August 2014 - Present
Entertainment March 2010 - Present
Freelance Video Projects October 2007 - Present
Comedy November 2004 - Present
UBS May 2013 - August 2014
The Hawthorne Inn November 2011 - May 2012
So You Think You Want To Live In The Country September 2009 - December 2009
Skills
Writing, Editing, Drawing, Intermediate Spanish, Microsoft Word, Microsoft Excel, Customer Service, Blogging, Television, Time Management, Data Entry, Public Speaking, Creative Writing, Social Media
Education
Marist College 2006 — 2010
B.A., Communications (Radio/TV/Film)
Edna C. Stevens
Heng (Denise) Tang Heng (Denise) Tang's UBS Experience June 2013 - August 2013
Job Quantitative Analyst at EverQuote, Inc.
Industry Marketing and Advertising
Experience
EverQuote July 2015 - Present
Asset Management Association of China March 2014 - May 2014
UBS June 2013 - August 2013
Gobi Partners Inc. October 2012 - December 2012
Skills
Financial Analysis, Bloomberg, Microsoft Excel, PowerPoint, Statistics, Dance, Matlab, Data Analysis, Investments, Economics, Mandarin, Python
Education
Massachusetts Institute of Technology 2014 — 2015
Master's Degree, Finance, General
Peking University 2011 — 2014
Bachelor of Science (BS), Statistics
Peking University 2010 — 2014
Bachelor of Arts (BA), Finance, General
Stanford University 2012 — 2012
Summer School
EverQuote July 2015 - Present
Asset Management Association of China March 2014 - May 2014
UBS June 2013 - August 2013
Gobi Partners Inc. October 2012 - December 2012
Skills
Financial Analysis, Bloomberg, Microsoft Excel, PowerPoint, Statistics, Dance, Matlab, Data Analysis, Investments, Economics, Mandarin, Python
Education
Massachusetts Institute of Technology 2014 — 2015
Master's Degree, Finance, General
Peking University 2011 — 2014
Bachelor of Science (BS), Statistics
Peking University 2010 — 2014
Bachelor of Arts (BA), Finance, General
Stanford University 2012 — 2012
Summer School
Conrad Grundlehner Conrad Grundlehner's UBS Experience 2007 - 2012
Job President at Conrad Grundlehner Inc.
Industry Financial Services
Experience
Conrad Grundlehner Inc. July 1984 - Present
The English-Speaking Union 2013 - 2015
UBS 2007 - 2012
Conrad Grundlehner 2010 - 2011
rvccc 2010 - 2010
Skills
Teaching, Strategic Planning, Social Media, Investments, Management, Strategic Financial..., Equities, Risk Management, Customer Service, Management Consulting, Project Management, Team Building, Enterprise Software, Fixed Income, Program Management, Portfolio Management, Series 7, Microsoft Office, Asset Managment, Research, Sales Management, Business Development, HTML, Alternative Investments, Budgets, Data Analysis, Wealth Management, Manufacturing, Business Analysis, New Business Development, Business Strategy, Financial Analysis, Public Speaking, Hedge Funds, Analysis, Retirement Planning, Start-ups, Business Planning
Education
University of Pennsylvania 1964 — 1967
M. A., Economics
M.I.T. 1960 — 1964
B. S., Electrical Engineering, History
Conrad Grundlehner Inc. July 1984 - Present
The English-Speaking Union 2013 - 2015
UBS 2007 - 2012
Conrad Grundlehner 2010 - 2011
rvccc 2010 - 2010
Skills
Teaching, Strategic Planning, Social Media, Investments, Management, Strategic Financial..., Equities, Risk Management, Customer Service, Management Consulting, Project Management, Team Building, Enterprise Software, Fixed Income, Program Management, Portfolio Management, Series 7, Microsoft Office, Asset Managment, Research, Sales Management, Business Development, HTML, Alternative Investments, Budgets, Data Analysis, Wealth Management, Manufacturing, Business Analysis, New Business Development, Business Strategy, Financial Analysis, Public Speaking, Hedge Funds, Analysis, Retirement Planning, Start-ups, Business Planning
Education
University of Pennsylvania 1964 — 1967
M. A., Economics
M.I.T. 1960 — 1964
B. S., Electrical Engineering, History
Mark Bobb, MBA, PMP Mark Bobb, MBA, PMP's UBS Experience September 1997 - December 1998
Job Manager, North East Region at Salesforce
Industry Information Technology and Services
Experience
Salesforce October 2014 - Present
AARP September 2013 - October 2014
Laureate International Universities November 2011 - November 2012
The Urban League of Greater Miami September 2003 - November 2011
NextEra Energy Resources August 2001 - November 2010
American Express January 2000 - July 2001
James H. Lowry & Associates March 1999 - December 1999
UBS September 1997 - December 1998
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
MBA, Finance and Corporate Strategy
Marymount Manhattan College 1991 — 1993
BA, Business Management
Salesforce October 2014 - Present
AARP September 2013 - October 2014
Laureate International Universities November 2011 - November 2012
The Urban League of Greater Miami September 2003 - November 2011
NextEra Energy Resources August 2001 - November 2010
American Express January 2000 - July 2001
James H. Lowry & Associates March 1999 - December 1999
UBS September 1997 - December 1998
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
MBA, Finance and Corporate Strategy
Marymount Manhattan College 1991 — 1993
BA, Business Management
ELBA MONROIG ELBA MONROIG's UBS Experience January 1988 - Present
Job Associate Director at UBS
Industry Banking
Experience
UBS January 1988 - Present
UBS Wealth Management 1988 - Present
Barclays Bank of New York September 1978 - January 1988
Skills
Letters of Credit, Banking, Credit Risk, Credit Analysis, Credit, Financial Risk, FX Options, Trade Finance, International Trade, Structured Finance, Structured Products, Fixed Income, Equities, Investment Banking, Private Banking
Education
Marymount Manhattan College 1975 — 1979
ba, Business Education
UBS January 1988 - Present
UBS Wealth Management 1988 - Present
Barclays Bank of New York September 1978 - January 1988
Skills
Letters of Credit, Banking, Credit Risk, Credit Analysis, Credit, Financial Risk, FX Options, Trade Finance, International Trade, Structured Finance, Structured Products, Fixed Income, Equities, Investment Banking, Private Banking
Education
Marymount Manhattan College 1975 — 1979
ba, Business Education
Chris Huson Chris Huson's UBS Experience May 1987 - April 1998
Job Mathematics Teacher at Bronx Early College Academy
Industry Education Management
Experience
NYC Department of Education August 2012 - Present
New Amsterdam Early Childhood Center February 2006 - August 2012
Santander July 2006 - February 2011
JP Morgan April 1998 - July 2006
UBS May 1987 - April 1998
Swiss Bank Corporation August 1994 - August 1996
O'Connor and Associates May 1987 - August 1994
O'Connor & Associates June 1980 - October 1981
Education
Teachers College of Columbia University 2010 — 2012
Master of Arts (M.A.), Mathematics Education
Massachusetts Institute of Technology 1977 — 1980
Bachelor of Science (B.S.), Management Science
East Mecklenberg High School 1973 — 1977
NYC Department of Education August 2012 - Present
New Amsterdam Early Childhood Center February 2006 - August 2012
Santander July 2006 - February 2011
JP Morgan April 1998 - July 2006
UBS May 1987 - April 1998
Swiss Bank Corporation August 1994 - August 1996
O'Connor and Associates May 1987 - August 1994
O'Connor & Associates June 1980 - October 1981
Education
Teachers College of Columbia University 2010 — 2012
Master of Arts (M.A.), Mathematics Education
Massachusetts Institute of Technology 1977 — 1980
Bachelor of Science (B.S.), Management Science
East Mecklenberg High School 1973 — 1977
Christopher Piccirillo's UBS Experience June 2015 - August 2015
Job Group Technology Intern at UBS
Industry Computer Software
Experience
UBS June 2015 - August 2015
Colupon June 2014 - August 2014
Skills
Computer Science, Software Development, SQL, Java, PHP, HTML, CSS, jQuery, JavaScript
Education
Marist College 2012 — 2016
Bachelor's Degree, Mathematics and Computer Science
UBS June 2015 - August 2015
Colupon June 2014 - August 2014
Skills
Computer Science, Software Development, SQL, Java, PHP, HTML, CSS, jQuery, JavaScript
Education
Marist College 2012 — 2016
Bachelor's Degree, Mathematics and Computer Science
Stacy Nemeroff Stacy Nemeroff's UBS Experience 1999 - 2003
Job Equity Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2014 - Present
Moody's Investors Service 2011 - January 2014
Clinton Health Access Initiative, Inc. 2010 - 2011
Friendship Public Charter School 2009 - 2009
Babcock & Brown 2006 - 2008
UBS 1999 - 2003
The World Bank 1997 - 1999
Skills
Finance, Strategy, Valuation, Due Diligence, Leadership, Financial Services, Project Management, Forecasting, Strategic Planning, Business Development, Product Management, Energy, Infrastructure, Business Process..., Healthcare, International..., Spanish
Education
University of Pennsylvania - The Wharton School 2003 — 2006
MBA and MS, Finance and Education
Massachusetts Institute of Technology 1993 — 1997
BS, Economics
Pontificia Universidad Católica de Chile 1996 — 1996
Economics
Memorial Senior High School
Bloomberg LP January 2014 - Present
Moody's Investors Service 2011 - January 2014
Clinton Health Access Initiative, Inc. 2010 - 2011
Friendship Public Charter School 2009 - 2009
Babcock & Brown 2006 - 2008
UBS 1999 - 2003
The World Bank 1997 - 1999
Skills
Finance, Strategy, Valuation, Due Diligence, Leadership, Financial Services, Project Management, Forecasting, Strategic Planning, Business Development, Product Management, Energy, Infrastructure, Business Process..., Healthcare, International..., Spanish
Education
University of Pennsylvania - The Wharton School 2003 — 2006
MBA and MS, Finance and Education
Massachusetts Institute of Technology 1993 — 1997
BS, Economics
Pontificia Universidad Católica de Chile 1996 — 1996
Economics
Memorial Senior High School
Jennifer Paros Betts Jennifer Paros Betts's UBS Experience March 2015 - Present
Job Associate Director IT Business Analyst at UBS
Industry Information Technology and Services
Experience
UBS March 2015 - Present
UBS March 2011 - March 2015
UBS August 2006 - March 2011
UBS Wealth Management July 2006 - July 2008
Cardinal Health 2005 - 2005
Skills
Business Analysis, Stakeholder Management, Document Management, Process Improvement, SDLC, Requirements Analysis, Vendor Management, Risk Management, Visio, Use Case Analysis, Requirements Management, ITIL, Requirements Gathering, PMO, SharePoint, IT Management
Education
Marist College 2002 — 2006
Bachelor's, Information Systems, Business
UBS March 2015 - Present
UBS March 2011 - March 2015
UBS August 2006 - March 2011
UBS Wealth Management July 2006 - July 2008
Cardinal Health 2005 - 2005
Skills
Business Analysis, Stakeholder Management, Document Management, Process Improvement, SDLC, Requirements Analysis, Vendor Management, Risk Management, Visio, Use Case Analysis, Requirements Management, ITIL, Requirements Gathering, PMO, SharePoint, IT Management
Education
Marist College 2002 — 2006
Bachelor's, Information Systems, Business
Brooke Savona, PMP, CSM's UBS Experience November 2009 - December 2011
Job Lead Project Manager Web & Interfaces at Adecco Group
Industry Financial Services
Experience
Adecco Group May 2014 - Present
Adecco November 2012 - May 2014
Adecco December 2011 - November 2012
UBS November 2009 - December 2011
UBS Financial Services August 2008 - November 2009
Marist College November 2007 - May 2008
Skills
SharePoint, Project Management, Program Management, Infrastructure, Microsoft Office, Change Management, Management, ITIL, Data Analysis, Microsoft Excel, Integration, Data Center, Linux, Communications Planning, Service-Now, Workplace Technology, Information Technology, Leadership, SDLC, Business Analysis, Visio, Vendor Management, Requirements Analysis
Education
Marist College 2004 — 2008
BS, Information Systems, 3.8
Adecco Group May 2014 - Present
Adecco November 2012 - May 2014
Adecco December 2011 - November 2012
UBS November 2009 - December 2011
UBS Financial Services August 2008 - November 2009
Marist College November 2007 - May 2008
Skills
SharePoint, Project Management, Program Management, Infrastructure, Microsoft Office, Change Management, Management, ITIL, Data Analysis, Microsoft Excel, Integration, Data Center, Linux, Communications Planning, Service-Now, Workplace Technology, Information Technology, Leadership, SDLC, Business Analysis, Visio, Vendor Management, Requirements Analysis
Education
Marist College 2004 — 2008
BS, Information Systems, 3.8
Daniel Van Vliet's UBS Experience September 2015 - Present
Job Campus Recruitment Coordinator at UBS
Industry Human Resources
Experience
UBS September 2015 - Present
Regeneron Pharmaceuticals, Inc. January 2015 - September 2015
The Gartland and Mellina Group July 2014 - October 2014
Transit Transit NewsMagazine May 2014 - July 2014
The Rachael Ray Show January 2013 - May 2014
Skills
Social Media, Facebook, Final Cut Pro, Public Relations, Social Media Marketing, Video Production, Editing, Film, Producing, Post Production, New Media, Television
Education
Marymount Manhattan College 2012 — 2014
BA, Communication and Business Managment
UBS September 2015 - Present
Regeneron Pharmaceuticals, Inc. January 2015 - September 2015
The Gartland and Mellina Group July 2014 - October 2014
Transit Transit NewsMagazine May 2014 - July 2014
The Rachael Ray Show January 2013 - May 2014
Skills
Social Media, Facebook, Final Cut Pro, Public Relations, Social Media Marketing, Video Production, Editing, Film, Producing, Post Production, New Media, Television
Education
Marymount Manhattan College 2012 — 2014
BA, Communication and Business Managment
Marc Gaglioti Marc Gaglioti's UBS Experience June 2013 - July 2013
Job Analyst at Macy’s Inc.
Industry Financial Services
Experience
Macy’s Inc. June 2015 - Present
T3 Trading Group, LLC July 2014 - June 2015
Ray Fusco Inc. August 2013 - May 2014
Marist College September 2012 - May 2014
Northwestern Mutual August 2013 - November 2013
UBS June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Java, HTML, English, Financial Metrics, Financial Analysis, Organizational..., Innovation, Evernote
Education
Marist College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics, Senior
AIT
AIT
Macy’s Inc. June 2015 - Present
T3 Trading Group, LLC July 2014 - June 2015
Ray Fusco Inc. August 2013 - May 2014
Marist College September 2012 - May 2014
Northwestern Mutual August 2013 - November 2013
UBS June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Java, HTML, English, Financial Metrics, Financial Analysis, Organizational..., Innovation, Evernote
Education
Marist College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics, Senior
AIT
AIT
Kerri Dempsey, PMP's UBS Experience July 2006 - September 2013
Job Global CM/WM PMO Portfolio & Reporting Manager
Industry Information Technology and Services
Experience
RBC Capital Markets March 2014 - Present
RBC September 2013 - Present
UBS July 2006 - September 2013
Skills
Vendor Management, Business Analysis, Risk Management, PMO, SDLC, Disaster Recovery, Requirements Analysis, Project Management, IT Strategy, Trading Systems, Visio, SQL, Program Management, Process Improvement, Unix
Education
Marist College 2002 — 2006
BS, Information Systems
RBC Capital Markets March 2014 - Present
RBC September 2013 - Present
UBS July 2006 - September 2013
Skills
Vendor Management, Business Analysis, Risk Management, PMO, SDLC, Disaster Recovery, Requirements Analysis, Project Management, IT Strategy, Trading Systems, Visio, SQL, Program Management, Process Improvement, Unix
Education
Marist College 2002 — 2006
BS, Information Systems
Jack Hake Jack Hake's UBS Experience June 2011 - August 2011
Job Technology Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture July 2012 - Present
Marist College August 2009 - May 2012
UBS June 2011 - August 2011
Key Systems: Goldman Sachs Account June 2008 - September 2010
NYC Department of Education September 2006 - June 2008
Skills
Troubleshooting, Data Center, Windows, Hardware, Technical Support, Linux, Customer Service, OS X, Unix, Customer Relations, Computer Hardware, HTML, A+ Certified, Windows 7, z/OS, PHP, System Administration, Disaster Recovery, Operating Systems, CSS, XP, Laptops, Mac OS X, Desktop Support, Microsoft Excel, Data Analysis, Data Analytics, Data Aggregation, Project Management, SQL
Education
Marist College 2009 — 2012
B.S, Information Technology and Systems
Herbert H. Lehman H.S 2004 — 2008
Advanced Regents Diploma, Information Technology
Accenture July 2012 - Present
Marist College August 2009 - May 2012
UBS June 2011 - August 2011
Key Systems: Goldman Sachs Account June 2008 - September 2010
NYC Department of Education September 2006 - June 2008
Skills
Troubleshooting, Data Center, Windows, Hardware, Technical Support, Linux, Customer Service, OS X, Unix, Customer Relations, Computer Hardware, HTML, A+ Certified, Windows 7, z/OS, PHP, System Administration, Disaster Recovery, Operating Systems, CSS, XP, Laptops, Mac OS X, Desktop Support, Microsoft Excel, Data Analysis, Data Analytics, Data Aggregation, Project Management, SQL
Education
Marist College 2009 — 2012
B.S, Information Technology and Systems
Herbert H. Lehman H.S 2004 — 2008
Advanced Regents Diploma, Information Technology
Robert Romanowski Robert Romanowski's UBS Experience June 2013 - August 2013
Job Ops and Tech Leadership Development Program at The Hartford Insurance
Industry Information Technology and Services
Experience
The Hartford July 2014 - Present
Desktop Client Services Marist College Information Technology October 2010 - May 2014
UBS June 2013 - August 2013
ONYX Landscaping June 2010 - August 2012
Ann's Tag Sales June 2010 - August 2012
Skills
Troubleshooting, Windows, Windows 7, Software Installation, Hardware Development, Microsoft Office, Photoshop, Databases, Computer Hardware, Information Technology, OS X, HTML, Leadership, Communication, Public Speaking, Customer Service
Education
Marist College 2010 — 2014
Bachelor of Science (BS), Information Technology Systems
The Hartford July 2014 - Present
Desktop Client Services Marist College Information Technology October 2010 - May 2014
UBS June 2013 - August 2013
ONYX Landscaping June 2010 - August 2012
Ann's Tag Sales June 2010 - August 2012
Skills
Troubleshooting, Windows, Windows 7, Software Installation, Hardware Development, Microsoft Office, Photoshop, Databases, Computer Hardware, Information Technology, OS X, HTML, Leadership, Communication, Public Speaking, Customer Service
Education
Marist College 2010 — 2014
Bachelor of Science (BS), Information Technology Systems
Christine Doty Christine Doty's UBS Experience June 1998 - June 2001
Job Payroll/AP Manager at PDI, Inc.
Industry Accounting
Experience
PDI, Inc. April 2014 - Present
PDI, Inc. July 2009 - March 2014
Weil Gotshal and Manges May 2002 - May 2009
Morgan Stanley Dean Witter June 2001 - May 2002
UBS June 1998 - June 2001
Skills
Accounts Payable, Microsoft Excel, General Ledger, Customer Service, Microsoft Word, Outlook, Lotus Notes, Account Reconciliation, Microsoft Office, PowerPoint, Sarbanes-Oxley Act, Spreadsheets, Analysis, Budgets, Management, Access, Tax, Accounting, Accounts Receivable, Auditing, HRIS, Business Analysis, Administrative..., Training, Performance Management, Financial Statements, Data Entry, ADP Payroll, Bank Reconciliation, Invoicing, Financial Reporting
Education
Marist College 2000 — 2004
Bachelors, Computer Informations Business Management
Orange County Community College 1993 — 1996
Associates, Liberal Arts
PDI, Inc. April 2014 - Present
PDI, Inc. July 2009 - March 2014
Weil Gotshal and Manges May 2002 - May 2009
Morgan Stanley Dean Witter June 2001 - May 2002
UBS June 1998 - June 2001
Skills
Accounts Payable, Microsoft Excel, General Ledger, Customer Service, Microsoft Word, Outlook, Lotus Notes, Account Reconciliation, Microsoft Office, PowerPoint, Sarbanes-Oxley Act, Spreadsheets, Analysis, Budgets, Management, Access, Tax, Accounting, Accounts Receivable, Auditing, HRIS, Business Analysis, Administrative..., Training, Performance Management, Financial Statements, Data Entry, ADP Payroll, Bank Reconciliation, Invoicing, Financial Reporting
Education
Marist College 2000 — 2004
Bachelors, Computer Informations Business Management
Orange County Community College 1993 — 1996
Associates, Liberal Arts
Greg Whipple, CRISC, ITIL's UBS Experience August 2011 - Present
Job Global IT Risk Manager
Industry Information Technology and Services
Experience
UBS August 2011 - Present
Spectrum Creative Solutions January 2011 - May 2011
Marist College September 2007 - May 2011
Cardinal Health June 2010 - August 2010
Skills
Information Security, Risk Governance, IT Audit, Compliance, Financial Services, Risk Assessment, Vulnerability Management, Data Loss Protection, SOX 404, ISO 27001, ISACA, ITIL v3 Foundations..., CompTIA A+ Certification, Six Sigma, Financial Risk, IT Strategy, Business Continuity, Business Analysis, Business Intelligence, Metrics Reporting, CCNA, System Administration, Desktop Support..., Database Admin, Database Management, MySQL, SQL, z/OS, Microsoft Office, Web Design, Team Leadership, Customer Driven
Education
Marist College 2007 — 2011
Bachelors of Science, Information Technology & Systems, Cum Laude; 3.75 GPA
West Genesee High School 2003 — 2007
High School, Liberal Arts & Technology, 97% Final Grade; Top 15% in Graduating Class
UBS August 2011 - Present
Spectrum Creative Solutions January 2011 - May 2011
Marist College September 2007 - May 2011
Cardinal Health June 2010 - August 2010
Skills
Information Security, Risk Governance, IT Audit, Compliance, Financial Services, Risk Assessment, Vulnerability Management, Data Loss Protection, SOX 404, ISO 27001, ISACA, ITIL v3 Foundations..., CompTIA A+ Certification, Six Sigma, Financial Risk, IT Strategy, Business Continuity, Business Analysis, Business Intelligence, Metrics Reporting, CCNA, System Administration, Desktop Support..., Database Admin, Database Management, MySQL, SQL, z/OS, Microsoft Office, Web Design, Team Leadership, Customer Driven
Education
Marist College 2007 — 2011
Bachelors of Science, Information Technology & Systems, Cum Laude; 3.75 GPA
West Genesee High School 2003 — 2007
High School, Liberal Arts & Technology, 97% Final Grade; Top 15% in Graduating Class
Sarah W Lee's UBS Experience June 2005 - August 2005
Job Owner at TraveLee
Industry Leisure, Travel & Tourism
Experience
TraveLee, LLC. July 2014 - Present
Aquis Casino November 2013 - March 2014
Macquarie Group March 2013 - November 2013
Macquarie Group August 2008 - March 2013
J.P. Morgan July 2007 - August 2008
Lehman Brothers June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Portfolio Management, Equities, Electronic Trading, Equity Trading, Asia Pacific, Program Trading, Derivatives, Capital Markets, Bloomberg, Hotels, Leisure Travel, Travel Planning, Luxury Travel, Management
Education
MIT 2003 — 2007
Bachelor of Science (BS), Management Science
The Hotchkiss School 2000 — 2003
TraveLee, LLC. July 2014 - Present
Aquis Casino November 2013 - March 2014
Macquarie Group March 2013 - November 2013
Macquarie Group August 2008 - March 2013
J.P. Morgan July 2007 - August 2008
Lehman Brothers June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Portfolio Management, Equities, Electronic Trading, Equity Trading, Asia Pacific, Program Trading, Derivatives, Capital Markets, Bloomberg, Hotels, Leisure Travel, Travel Planning, Luxury Travel, Management
Education
MIT 2003 — 2007
Bachelor of Science (BS), Management Science
The Hotchkiss School 2000 — 2003
Richard Curylo's UBS Experience November 2012 - June 2013
Job Green Coffee Trader at Mitsui Foods, Inc
Industry Food & Beverages
Experience
Mitsui Foods, Inc June 2013 - Present
UBS November 2012 - June 2013
TD Ameritrade November 2010 - October 2012
Spartan Embroidery May 2005 - December 2009
T&C Sports World June 2004 - September 2006
Skills
Risk Management, Microsoft Excel, Microsoft Office, Operational Risk..., Data Analysis, Executive Reporting, Brokerage, Sales, Process Improvement, Business Analysis, Coffee, Logistics, Import Logistics, Procurement, Commodity Risk..., Futures Trading
Education
Marist College 2006 — 2010
Bachelor of Science (B.S.), Finance
Monsignor Farrell H.S. 2002 — 2006
Mitsui Foods, Inc June 2013 - Present
UBS November 2012 - June 2013
TD Ameritrade November 2010 - October 2012
Spartan Embroidery May 2005 - December 2009
T&C Sports World June 2004 - September 2006
Skills
Risk Management, Microsoft Excel, Microsoft Office, Operational Risk..., Data Analysis, Executive Reporting, Brokerage, Sales, Process Improvement, Business Analysis, Coffee, Logistics, Import Logistics, Procurement, Commodity Risk..., Futures Trading
Education
Marist College 2006 — 2010
Bachelor of Science (B.S.), Finance
Monsignor Farrell H.S. 2002 — 2006
Karinne Cyphers's UBS Experience September 2002 - September 2005
Job Marketing Manager at Essex Crane Corp & Coast Crane Company
Industry Construction
Experience
Essex Rental Corp. September 2015 - Present
Omega Morgan, Inc. August 2014 - June 2015
Phillips and Company Wealth Strategies October 2013 - July 2014
Omega Morgan, Inc. November 2012 - October 2013
Phillips and Company Wealth Strategies October 2009 - July 2012
LECG October 2005 - October 2009
UBS September 2002 - September 2005
Greenbriar Homes Communities 2001 - 2002
Poa Sana 2000 - 2001
Zuken USA 1997 - 2000
Skills
Investments, Microsoft Office, Portfolio Management, Financial Analysis, Onboarding, Social Media, Culture Change, Human Resources, Recruiting, PowerPoint, Publisher 2007, Marketing, Litigation Support, Performance Reviews, Microsoft Excel, Event Planning, Payroll, Management, Budgets, Project Management, Social Media Marketing, Outlook, Office Management, Operations Management, Process Scheduler, Analysis, Start-ups, Strategy, Sales, Account Management, Contract Negotiation, Leadership Development
Education
Marylhurst University
Bachelor of Science (BS), Business and Leadership
Mt Pleasant High School
Dipoloma
Essex Rental Corp. September 2015 - Present
Omega Morgan, Inc. August 2014 - June 2015
Phillips and Company Wealth Strategies October 2013 - July 2014
Omega Morgan, Inc. November 2012 - October 2013
Phillips and Company Wealth Strategies October 2009 - July 2012
LECG October 2005 - October 2009
UBS September 2002 - September 2005
Greenbriar Homes Communities 2001 - 2002
Poa Sana 2000 - 2001
Zuken USA 1997 - 2000
Skills
Investments, Microsoft Office, Portfolio Management, Financial Analysis, Onboarding, Social Media, Culture Change, Human Resources, Recruiting, PowerPoint, Publisher 2007, Marketing, Litigation Support, Performance Reviews, Microsoft Excel, Event Planning, Payroll, Management, Budgets, Project Management, Social Media Marketing, Outlook, Office Management, Operations Management, Process Scheduler, Analysis, Start-ups, Strategy, Sales, Account Management, Contract Negotiation, Leadership Development
Education
Marylhurst University
Bachelor of Science (BS), Business and Leadership
Mt Pleasant High School
Dipoloma
Stephen Thome Stephen Thome's UBS Experience February 2002 - February 2003
Job
Industry Utilities
Experience
Energy Consultant August 2015 - Present
J-POWER USA September 2005 - July 2015
Black Hills Corporation March 2003 - August 2005
UBS February 2002 - February 2003
Enron September 1998 - February 2002
U.S. Navy February 1993 - July 1996
US Navy April 1989 - December 1992
Skills
Energy, Natural Gas, Financial Modeling, Project Finance, Risk Management, Commodity Markets, Contract Management, Due Diligence, Mergers, Contract Negotiation, Valuation, Financial Structuring, Mergers & Acquisitions, Renewable Energy, Private Equity, Start-ups
Education
Tufts University - The Fletcher School of Law and Diplomacy 1996 — 1998
MALD, International Business/Resource Policy
Massachusetts Institute of Technology 1983 — 1987
B.S., Civil Engineering
Energy Consultant August 2015 - Present
J-POWER USA September 2005 - July 2015
Black Hills Corporation March 2003 - August 2005
UBS February 2002 - February 2003
Enron September 1998 - February 2002
U.S. Navy February 1993 - July 1996
US Navy April 1989 - December 1992
Skills
Energy, Natural Gas, Financial Modeling, Project Finance, Risk Management, Commodity Markets, Contract Management, Due Diligence, Mergers, Contract Negotiation, Valuation, Financial Structuring, Mergers & Acquisitions, Renewable Energy, Private Equity, Start-ups
Education
Tufts University - The Fletcher School of Law and Diplomacy 1996 — 1998
MALD, International Business/Resource Policy
Massachusetts Institute of Technology 1983 — 1987
B.S., Civil Engineering
Frederick Baba Frederick Baba's UBS Experience January 2008 - January 2008
Job Quantitative Trader
Industry Capital Markets
Experience
Goldman Sachs June 2014 - Present
Global Electronic Trading Company (GETCO) July 2010 - March 2013
Allston Trading January 2009 - August 2009
Capital IQ June 2008 - August 2008
UBS January 2008 - January 2008
Skills
Trading Strategies, Electronic Trading, Trading, Series 7, High Frequency..., Software Engineering, FX Trading, Python, Exchange Connectivity, Trading Systems, Fixed Income Trading, Series 55, Low Latency Software..., Direct Market Access, Machine Learning, Bloomberg, High Frequency Trading, Proprietary Trading, FINRA, Currency, FX trading, Fixed Income, Quantitative Finance, Equities, Market Making, Equity Derivatives, Capital Markets, Financial Markets, Market Data, Financial Modeling
Education
Massachusetts Institute of Technology 2006 — 2010
BS, Computer Science
Goldman Sachs June 2014 - Present
Global Electronic Trading Company (GETCO) July 2010 - March 2013
Allston Trading January 2009 - August 2009
Capital IQ June 2008 - August 2008
UBS January 2008 - January 2008
Skills
Trading Strategies, Electronic Trading, Trading, Series 7, High Frequency..., Software Engineering, FX Trading, Python, Exchange Connectivity, Trading Systems, Fixed Income Trading, Series 55, Low Latency Software..., Direct Market Access, Machine Learning, Bloomberg, High Frequency Trading, Proprietary Trading, FINRA, Currency, FX trading, Fixed Income, Quantitative Finance, Equities, Market Making, Equity Derivatives, Capital Markets, Financial Markets, Market Data, Financial Modeling
Education
Massachusetts Institute of Technology 2006 — 2010
BS, Computer Science
Jorge Zuniga Jorge Zuniga's UBS Experience 2007 - 2007
Job Senior Product Manager at Schoology
Industry Computer Software
Experience
Schoology August 2015 - Present
True Fiction July 2014 - August 2015
Borderfree April 2012 - July 2014
Oracle 2008 - 2012
UBS 2007 - 2007
M&H Energy Services June 2006 - September 2006
Skills
Enterprise 2.0, Product Management, Mobile Technology, Knowledge Management, Customer Service, Technology Roadmapping, E-commerce, APIs, User Stories, User Interface, Mobile Devices, Start-up Environment, Mobile Applications, Agile Methodologies, SQL
Education
Massachusetts Institute of Technology 2004 — 2008
Bachelor's Degree, Electrical Science and Engineering
Massachusetts Institute of Technology 2004 — 2008
Bachelor's Degree, Physics
Schoology August 2015 - Present
True Fiction July 2014 - August 2015
Borderfree April 2012 - July 2014
Oracle 2008 - 2012
UBS 2007 - 2007
M&H Energy Services June 2006 - September 2006
Skills
Enterprise 2.0, Product Management, Mobile Technology, Knowledge Management, Customer Service, Technology Roadmapping, E-commerce, APIs, User Stories, User Interface, Mobile Devices, Start-up Environment, Mobile Applications, Agile Methodologies, SQL
Education
Massachusetts Institute of Technology 2004 — 2008
Bachelor's Degree, Electrical Science and Engineering
Massachusetts Institute of Technology 2004 — 2008
Bachelor's Degree, Physics
liz salgado's UBS Experience February 1997 - May 2008
Job Administrative Assistant at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management August 2010 - Present
Goldman Sachs November 2008 - May 2010
UBS February 1997 - May 2008
Skills
Microsoft Word, Lotus Notes, Radar, Global insight data, Invoicing, Management, Microsoft Excel, Investments, Equities, Marketing
Education
Marymount Manhattan College
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.5
Lazard Asset Management August 2010 - Present
Goldman Sachs November 2008 - May 2010
UBS February 1997 - May 2008
Skills
Microsoft Word, Lotus Notes, Radar, Global insight data, Invoicing, Management, Microsoft Excel, Investments, Equities, Marketing
Education
Marymount Manhattan College
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.5
Jack N. Rutherford's UBS Experience September 2008 - Present
Job Vice President, Wealth Management / UBS Financial Services Inc.
Industry Financial Services
Experience
UBS September 2008 - Present
Merrill Lynch September 2002 - September 2008
US Army Retired October 1991 - October 1993
Skills
Wealth Management, Retirement Planning, Series 7, Investment Advisory, Retirement Income..., Series 66, Annuity Specialist, Securities, Strategy, Estate Planning, Finance, Investments, Retirement, Uniform Combined State..., Insurance, Risk Management, Financial Analysis
Education
Webster University 1992 — 1993
MBA, Business and Information Technology
Marshall University 1974 — 1978
BS, Criminal Justice and Corrections
UBS September 2008 - Present
Merrill Lynch September 2002 - September 2008
US Army Retired October 1991 - October 1993
Skills
Wealth Management, Retirement Planning, Series 7, Investment Advisory, Retirement Income..., Series 66, Annuity Specialist, Securities, Strategy, Estate Planning, Finance, Investments, Retirement, Uniform Combined State..., Insurance, Risk Management, Financial Analysis
Education
Webster University 1992 — 1993
MBA, Business and Information Technology
Marshall University 1974 — 1978
BS, Criminal Justice and Corrections
Ted Swiecichowski Ted Swiecichowski's UBS Experience 1998 - 2001
Job Experienced Litigation Attorney
Industry Legal Services
Experience
AFE Consulting Inc. June 2011 - December 2011
Bernstein Litowitz Berger & Grossmann LLP November 2010 - June 2011
Milberg LLP 2006 - 2010
MortgageIT 2004 - 2006
Liddle & Robinson, LLP 2002 - 2004
UBS 1998 - 2001
Deutsche Bank Securities 1998 - 1999
Skills
Litigation, Legal Writing, Securities Litigation, Litigation Management, Trials, Accounting, Depositions, Defense, Legal Research, Civil Litigation, Commercial Litigation, Litigation Support, Employment Law, Mediation, Appeals, Arbitration, Bankruptcy, Business Litigation, Class Actions, Competition Law, Consumer Law, Corporate Governance, Corporate Law, Courts, Discrimination, Document Review, Hearings, Legal Assistance, Legal Issues, Motions, Pleadings, Product Liability, Securities, Securities Regulation, Westlaw
Education
The Catholic University of America, Columbus School of Law 1993 — 1996
J.D., Law
Marquette University 1985 — 1989
B.A., Journalism (Major: PR / Minor: Marketing)
St. Mary Central High School 1981 — 1985
AFE Consulting Inc. June 2011 - December 2011
Bernstein Litowitz Berger & Grossmann LLP November 2010 - June 2011
Milberg LLP 2006 - 2010
MortgageIT 2004 - 2006
Liddle & Robinson, LLP 2002 - 2004
UBS 1998 - 2001
Deutsche Bank Securities 1998 - 1999
Skills
Litigation, Legal Writing, Securities Litigation, Litigation Management, Trials, Accounting, Depositions, Defense, Legal Research, Civil Litigation, Commercial Litigation, Litigation Support, Employment Law, Mediation, Appeals, Arbitration, Bankruptcy, Business Litigation, Class Actions, Competition Law, Consumer Law, Corporate Governance, Corporate Law, Courts, Discrimination, Document Review, Hearings, Legal Assistance, Legal Issues, Motions, Pleadings, Product Liability, Securities, Securities Regulation, Westlaw
Education
The Catholic University of America, Columbus School of Law 1993 — 1996
J.D., Law
Marquette University 1985 — 1989
B.A., Journalism (Major: PR / Minor: Marketing)
St. Mary Central High School 1981 — 1985
Jeanette Dexter Jeanette Dexter's UBS Experience January 2011 - May 2011
Job Attorney at Bryan Cave
Industry Law Practice
Experience
Bryan Cave January 2012 - June 2014
UBS January 2011 - May 2011
Fink & Platz June 2009 - May 2011
Securities Arbitration Clinic August 2010 - December 2010
Skills
Legal Writing, Legal Research, Executive Pay, SEC, Litigation, Civil Litigation, Westlaw, Commercial Litigation, Courts, Appeals, Mediation, Lexis, Securities Regulation, Hearings, Legal Issues
Education
Maurice A. Deane School of Law at Hofstra University 2008 — 2011
University of Delaware 2005 — 2008
BS, Finance
Bryan Cave January 2012 - June 2014
UBS January 2011 - May 2011
Fink & Platz June 2009 - May 2011
Securities Arbitration Clinic August 2010 - December 2010
Skills
Legal Writing, Legal Research, Executive Pay, SEC, Litigation, Civil Litigation, Westlaw, Commercial Litigation, Courts, Appeals, Mediation, Lexis, Securities Regulation, Hearings, Legal Issues
Education
Maurice A. Deane School of Law at Hofstra University 2008 — 2011
University of Delaware 2005 — 2008
BS, Finance
Sarah Cha, CFA Sarah Cha, CFA's UBS Experience April 2009 - October 2009
Job Financial Sector Specialist
Industry Investment Banking
Experience
Goldman Sachs May 2014 - Present
Deutsche Bank October 2009 - May 2014
UBS April 2009 - October 2009
UBS June 2008 - April 2009
UBS July 2007 - June 2008
NERA Economic Consulting June 2005 - August 2005
Skills
Trading, Financial Services, Equities, Bloomberg, Equity Research, Hedge Funds, Financial Modeling, Fixed Income, Capital Markets, Valuation, Investment Banking, Derivatives
Education
Massachusetts Institute of Technology 2003 — 2007
Bachelor of Science (BS), Mathematics
Howard High School
Goldman Sachs May 2014 - Present
Deutsche Bank October 2009 - May 2014
UBS April 2009 - October 2009
UBS June 2008 - April 2009
UBS July 2007 - June 2008
NERA Economic Consulting June 2005 - August 2005
Skills
Trading, Financial Services, Equities, Bloomberg, Equity Research, Hedge Funds, Financial Modeling, Fixed Income, Capital Markets, Valuation, Investment Banking, Derivatives
Education
Massachusetts Institute of Technology 2003 — 2007
Bachelor of Science (BS), Mathematics
Howard High School
Stephanie Rao Stephanie Rao's UBS Experience September 2008 - Present
Job HR Operations Coordinator at UBS
Industry Human Resources
Experience
UBS September 2008 - Present
UBS Investment Bank 2008 - 2012
Skills
Motivated, Hard Worker, Excellent Computer..., Focus On Results, Customer Service, Excel, Reliability, Teamwork, Problem Solving, Social, Management, Microsoft Excel, Applicant Tracking..., Focus Groups, Human Resources, Personnel Management, Internet Recruiting, Employee Relations, Background Checks, Onboarding, Recruiting, Interviews, Time Management
Education
College of New Rochelle 2005 — 2008
Masters of Science, Guidance & Counseling
Manhattanville College 2001 — 2005
Bachelors of Fine Arts, Art & Psychology
UBS September 2008 - Present
UBS Investment Bank 2008 - 2012
Skills
Motivated, Hard Worker, Excellent Computer..., Focus On Results, Customer Service, Excel, Reliability, Teamwork, Problem Solving, Social, Management, Microsoft Excel, Applicant Tracking..., Focus Groups, Human Resources, Personnel Management, Internet Recruiting, Employee Relations, Background Checks, Onboarding, Recruiting, Interviews, Time Management
Education
College of New Rochelle 2005 — 2008
Masters of Science, Guidance & Counseling
Manhattanville College 2001 — 2005
Bachelors of Fine Arts, Art & Psychology
Dan Wagnes Dan Wagnes's UBS Experience June 2000 - Present
Job Associate Director at UBS
Industry Computer Software
Experience
UBS June 2000 - Present
UBS PaineWebber 2000 - Present
Skills
Unix, Visio, SQL, Perl, COBOL, JSP, JavaScript, Java, Websphere, Agile Project Management, HTML, Management, Financial Services, Business Analysis, Trading, SDLC, Trading Systems, Project Management, Process Improvement, IT Management, Agile Methodologies, Requirements Analysis, Software Project..., SharePoint, Sybase, Incident Management, Securities, Business Requirements, User Interface Design, SOA, Enterprise Architecture, IT Strategy
Education
Marist College 1995 — 2000
UBS June 2000 - Present
UBS PaineWebber 2000 - Present
Skills
Unix, Visio, SQL, Perl, COBOL, JSP, JavaScript, Java, Websphere, Agile Project Management, HTML, Management, Financial Services, Business Analysis, Trading, SDLC, Trading Systems, Project Management, Process Improvement, IT Management, Agile Methodologies, Requirements Analysis, Software Project..., SharePoint, Sybase, Incident Management, Securities, Business Requirements, User Interface Design, SOA, Enterprise Architecture, IT Strategy
Education
Marist College 1995 — 2000
Christopher Hansen's UBS Experience June 2008 - August 2008
Job Product Development Analyst at Spotify
Industry Online Media
Experience
Spotify July 2014 - Present
Spotify July 2012 - June 2014
Novantas June 2010 - June 2012
Gotham Consulting Partners September 2009 - May 2010
UBS June 2008 - August 2008
MIT Sloan School of Management October 2007 - May 2008
yOOnew, Inc. January 2008 - February 2008
Watson Wyatt June 2007 - August 2007
Skills
MapReduce, Python, Hive, Analysis, Start-ups, Data Analysis, Teamwork, Due Diligence, SQL, PostgreSQL, Data Mining, Financial Modeling, Mergers & Acquisitions, Corporate Development, Finance, Private Equity, Economics, Analytics, SQL Server, Oracle SQL, Excel, VBA, Access, PowerPoint, SAS, Business Strategy, Strategic Analysis, Databases, Critical Thinking, Problem Solving, Big Data, ETL
Education
Massachusetts Institute of Technology 2005 — 2009
BS, Mathematics, Management Science
Taipei American School
Spotify July 2014 - Present
Spotify July 2012 - June 2014
Novantas June 2010 - June 2012
Gotham Consulting Partners September 2009 - May 2010
UBS June 2008 - August 2008
MIT Sloan School of Management October 2007 - May 2008
yOOnew, Inc. January 2008 - February 2008
Watson Wyatt June 2007 - August 2007
Skills
MapReduce, Python, Hive, Analysis, Start-ups, Data Analysis, Teamwork, Due Diligence, SQL, PostgreSQL, Data Mining, Financial Modeling, Mergers & Acquisitions, Corporate Development, Finance, Private Equity, Economics, Analytics, SQL Server, Oracle SQL, Excel, VBA, Access, PowerPoint, SAS, Business Strategy, Strategic Analysis, Databases, Critical Thinking, Problem Solving, Big Data, ETL
Education
Massachusetts Institute of Technology 2005 — 2009
BS, Mathematics, Management Science
Taipei American School
Eimear McCurry Eimear McCurry's UBS Experience January 2006 - December 2006
Job Lead Partner Technology Manager, Android Pay
Industry Computer Software
Experience
Google September 2013 - Present
Google May 2010 - September 2013
Goldman Sachs December 2006 - September 2009
UBS January 2006 - December 2006
Standard Bank February 2005 - January 2006
Skills
Spring, Java, JSP, JavaScript, AJAX, C#, Perl, C++, Unix, Linux, Ruby, HTML, Sun Certified Java..., PHP, Fixed Income, Integration, Agile Methodologies, Software Engineering, Scrum, Java Enterprise Edition
Education
National University of Ireland, Maynooth
MSc, Software Engineering, First Class Honours (1:1)
Google September 2013 - Present
Google May 2010 - September 2013
Goldman Sachs December 2006 - September 2009
UBS January 2006 - December 2006
Standard Bank February 2005 - January 2006
Skills
Spring, Java, JSP, JavaScript, AJAX, C#, Perl, C++, Unix, Linux, Ruby, HTML, Sun Certified Java..., PHP, Fixed Income, Integration, Agile Methodologies, Software Engineering, Scrum, Java Enterprise Edition
Education
National University of Ireland, Maynooth
MSc, Software Engineering, First Class Honours (1:1)
Onsi Sawiris's UBS Experience June 2011 - August 2011
Job Managing Partner at HOF Capital
Industry Mechanical or Industrial Engineering
Experience
Mariposa Holdings Group January 2015 - Present
HOF Capital September 2014 - Present
Energal July 2014 - Present
Arma Partners September 2014 - July 2015
Switch June 2013 - August 2013
Digital World Capital LLP June 2012 - July 2012
UBS June 2011 - August 2011
Inq Mobile June 2009 - August 2009
Skills
Entrepreneurship, Financial Modeling, Financial Analysis, Negotiation, Portfolio Management, Investment Management, Business Development, Capital IQ, FactSet, Solidworks, PowerPoint, Microsoft Word, Microsoft Excel, Java, MathCAD, Python, LaTeX, Start-up Ventures, Small Business, C++, Multilingual, DJ, Renewable Energy
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Science (BS), Mechanical Engineering & Management
Deutsche Evangelische Oberschule - DEO (German School, Cairo) 1998 — 2010
High School
Mariposa Holdings Group January 2015 - Present
HOF Capital September 2014 - Present
Energal July 2014 - Present
Arma Partners September 2014 - July 2015
Switch June 2013 - August 2013
Digital World Capital LLP June 2012 - July 2012
UBS June 2011 - August 2011
Inq Mobile June 2009 - August 2009
Skills
Entrepreneurship, Financial Modeling, Financial Analysis, Negotiation, Portfolio Management, Investment Management, Business Development, Capital IQ, FactSet, Solidworks, PowerPoint, Microsoft Word, Microsoft Excel, Java, MathCAD, Python, LaTeX, Start-up Ventures, Small Business, C++, Multilingual, DJ, Renewable Energy
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Science (BS), Mechanical Engineering & Management
Deutsche Evangelische Oberschule - DEO (German School, Cairo) 1998 — 2010
High School
Brent Pacelli Brent Pacelli's UBS Experience June 2005 - August 2006
Job Freelance Production Coordinator/Copywriter/Designer
Industry Entertainment
Experience
MJZ January 2015 - Present
MJZ November 2013 - January 2015
Lawrence Bender Productions June 2012 - June 2013
Blacklight March 2013 - April 2013
Disruption Entertainment May 2012 - December 2012
Hope in Tanzania Foundation April 2009 - May 2012
Polymedco, Inc. June 2010 - September 2011
Cbeyond February 2008 - February 2009
UBS June 2005 - August 2006
Skills
Organization &..., Adaptation, Salesforce.com, Account Management, Sales, Cold Calling, Marketing, Solution Selling, Sales Process, B2B, New Business Development, Direct Sales, Customer Service, Sales Management, Social Media, CRM, Sales Operations, Selling Skills, Strategic Planning
Education
Marquette University 2004 — 2007
Bachelors of Arts, English
Marquette University
Bachelor of Arts (B.A.), English - Intensive Writing
MJZ January 2015 - Present
MJZ November 2013 - January 2015
Lawrence Bender Productions June 2012 - June 2013
Blacklight March 2013 - April 2013
Disruption Entertainment May 2012 - December 2012
Hope in Tanzania Foundation April 2009 - May 2012
Polymedco, Inc. June 2010 - September 2011
Cbeyond February 2008 - February 2009
UBS June 2005 - August 2006
Skills
Organization &..., Adaptation, Salesforce.com, Account Management, Sales, Cold Calling, Marketing, Solution Selling, Sales Process, B2B, New Business Development, Direct Sales, Customer Service, Sales Management, Social Media, CRM, Sales Operations, Selling Skills, Strategic Planning
Education
Marquette University 2004 — 2007
Bachelors of Arts, English
Marquette University
Bachelor of Arts (B.A.), English - Intensive Writing
Tom Victorio's UBS Experience August 1997 - December 1998
Job Market Risk Manager at Entergy
Industry Oil & Energy
Experience
Entergy October 2010 - Present
Shell Energy September 2008 - September 2010
Ventyx January 2002 - August 2008
Enron July 2001 - December 2001
Price Waterhouse Coopers March 1999 - April 2001
UBS August 1997 - December 1998
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
Entergy October 2010 - Present
Shell Energy September 2008 - September 2010
Ventyx January 2002 - August 2008
Enron July 2001 - December 2001
Price Waterhouse Coopers March 1999 - April 2001
UBS August 1997 - December 1998
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
Ganapathy Ramesh's UBS Experience February 2003 - October 2004
Job Director at Scotia Capital
Industry Information Technology and Services
Experience
Scotia Capital May 2009 - Present
UBS Investment Bank February 2006 - April 2009
Cognizant Technology Solutions October 2004 - February 2006
UBS February 2003 - October 2004
Enron June 1997 - 2003
Information Advantage Associates October 1994 - June 1997
Coca Cola Foods 1991 - 1997
The Minute Maid Company 1991 - 1997
Sai Software Inc October 1991 - October 1994
BITECH 1989 - 1991
Skills
Software Development, Trading Systems, IT Strategy, Data Modeling, Data Warehousing, Database Design, SQL, C#
Education
Manipal Institute of Technology 1977 — 1982
B.E, Mech
Scotia Capital May 2009 - Present
UBS Investment Bank February 2006 - April 2009
Cognizant Technology Solutions October 2004 - February 2006
UBS February 2003 - October 2004
Enron June 1997 - 2003
Information Advantage Associates October 1994 - June 1997
Coca Cola Foods 1991 - 1997
The Minute Maid Company 1991 - 1997
Sai Software Inc October 1991 - October 1994
BITECH 1989 - 1991
Skills
Software Development, Trading Systems, IT Strategy, Data Modeling, Data Warehousing, Database Design, SQL, C#
Education
Manipal Institute of Technology 1977 — 1982
B.E, Mech
Suren Hiraman's UBS Experience 2003 - 2004
Job
Industry Information Technology and Services
Experience
AOL Platforms March 2015 - Present
Velos (formerly Sociocast Networks) March 2010 - March 2015
Proclivity Systems October 2007 - October 2009
SunGard Consulting Services May 2005 - October 2007
Salesforce.com January 2004 - May 2005
UBS 2003 - 2004
Fort Point Partners 1999 - 2003
Skills
Big Data, Algorithm Implementation, Online Advertising, E-commerce, Agile, Architecture, SaaS, Analytics, IT Management, Java, Software Development, SDLC, Agile Methodologies, Integration, Cloud Computing, Product Management, Enterprise Software, Enterprise Architecture, Algorithms, Architectures, SOA
Education
Massachusetts Institute of Technology 1989 — 1993
BS
Peter Stuyvesant High School
AOL Platforms March 2015 - Present
Velos (formerly Sociocast Networks) March 2010 - March 2015
Proclivity Systems October 2007 - October 2009
SunGard Consulting Services May 2005 - October 2007
Salesforce.com January 2004 - May 2005
UBS 2003 - 2004
Fort Point Partners 1999 - 2003
Skills
Big Data, Algorithm Implementation, Online Advertising, E-commerce, Agile, Architecture, SaaS, Analytics, IT Management, Java, Software Development, SDLC, Agile Methodologies, Integration, Cloud Computing, Product Management, Enterprise Software, Enterprise Architecture, Algorithms, Architectures, SOA
Education
Massachusetts Institute of Technology 1989 — 1993
BS
Peter Stuyvesant High School
Justin Muscolino's UBS Experience May 2006 - January 2011
Job Americas Compliance Education Lead at Macquarie Group
Industry Financial Services
Experience
Macquarie Group June 2014 - Present
JP Morgan Chase January 2011 - June 2014
UBS May 2006 - January 2011
Dreyfus 1996 - 1998
Skills
Team Building, Fixed Income, Securities, Series 7, Equities, Training, Capital Markets, Risk Management, Series 63, Derivatives, FINRA
Education
American College 1998 — 2003
Masters, Finance
Mansfield University of Pennsylvania 1992 — 1996
Bachelor's of Science, Business Administration
Macquarie Group June 2014 - Present
JP Morgan Chase January 2011 - June 2014
UBS May 2006 - January 2011
Dreyfus 1996 - 1998
Skills
Team Building, Fixed Income, Securities, Series 7, Equities, Training, Capital Markets, Risk Management, Series 63, Derivatives, FINRA
Education
American College 1998 — 2003
Masters, Finance
Mansfield University of Pennsylvania 1992 — 1996
Bachelor's of Science, Business Administration
Nadejda Bojinova's UBS Experience 2004 - 2005
Job Sales & Marketing
Industry Financial Services
Experience
Nikko Asset Management Americas, Inc. October 2011 - Present
IKOS 2009 - 2011
Trinity Funds LLC 2005 - 2009
Wall Street Reporter Magazine June 2004 - December 2005
UBS 2004 - 2005
Merrill Lynch 2002 - 2003
Skills
Alternative Investments, Hedge Funds, Electronic Trading, Investments, Investor Relations, Emerging Markets, Equities, Asset Management, Marketing, Portfolio Management, Capital Markets, Derivatives, Financial Markets, Fixed Income, Private Equity
Education
Massachusetts College of Liberal Arts 1998 — 2002
Nikko Asset Management Americas, Inc. October 2011 - Present
IKOS 2009 - 2011
Trinity Funds LLC 2005 - 2009
Wall Street Reporter Magazine June 2004 - December 2005
UBS 2004 - 2005
Merrill Lynch 2002 - 2003
Skills
Alternative Investments, Hedge Funds, Electronic Trading, Investments, Investor Relations, Emerging Markets, Equities, Asset Management, Marketing, Portfolio Management, Capital Markets, Derivatives, Financial Markets, Fixed Income, Private Equity
Education
Massachusetts College of Liberal Arts 1998 — 2002
Carl Jandernoa's UBS Experience 2005 - 2009
Job Vice President at 42 North Partners
Industry Venture Capital & Private Equity
Experience
42 North Partners 2011 - Present
Bridgestreet Capital Partners 2009 - 2010
UBS 2005 - 2009
Deloitte 2000 - 2005
Skills
Financial Modeling, Financial Analysis, Due Diligence, Private Equity, Valuation, Corporate Finance, Mergers & Acquisitions, Equities, Asset Managment, Venture Capital, Investment Banking, Financial Reporting
Education
Marquette University 1996 — 2000
42 North Partners 2011 - Present
Bridgestreet Capital Partners 2009 - 2010
UBS 2005 - 2009
Deloitte 2000 - 2005
Skills
Financial Modeling, Financial Analysis, Due Diligence, Private Equity, Valuation, Corporate Finance, Mergers & Acquisitions, Equities, Asset Managment, Venture Capital, Investment Banking, Financial Reporting
Education
Marquette University 1996 — 2000
Steve Yoo's UBS Experience 2007 - 2008
Job Analyst at Surveyor Capital
Industry Financial Services
Experience
Surveyor Capital 2014 - Present
Amgen 2013 - 2014
Leerink Swann 2008 - 2012
UBS 2007 - 2008
Sanford C. Bernstein October 2005 - March 2007
Education
Massachusetts Institute of Technology
BS, Biology
Surveyor Capital 2014 - Present
Amgen 2013 - 2014
Leerink Swann 2008 - 2012
UBS 2007 - 2008
Sanford C. Bernstein October 2005 - March 2007
Education
Massachusetts Institute of Technology
BS, Biology
Brendan Mansfield's UBS Experience April 2004 - April 2004
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley March 2005 - Present
Morgan Stanley March 2005 - Present
UBS April 2004 - April 2004
Morgan Stanley 2003 - 2003
Bloomberg 2001 - 2001
Merrill Lynch June 1999 - August 1999
Skills
Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Financial Services, Bloomberg
Education
Marymount Manhattan College 1998 — 2002
York Preparatory School 1993 — 1998
Morgan Stanley March 2005 - Present
Morgan Stanley March 2005 - Present
UBS April 2004 - April 2004
Morgan Stanley 2003 - 2003
Bloomberg 2001 - 2001
Merrill Lynch June 1999 - August 1999
Skills
Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Financial Services, Bloomberg
Education
Marymount Manhattan College 1998 — 2002
York Preparatory School 1993 — 1998
Justin Muscolino's UBS Experience ADUBS Investment Bank2006 - 2008
Job AD at UBS
Industry Investment Banking
Experience
UBS ADUBS Investment Bank2006 - 2008
Education
American College 2000 — 2003
Masters, Finance
Mansfield University of Pennsylvania 1992 — 1996
UBS ADUBS Investment Bank2006 - 2008
Education
American College 2000 — 2003
Masters, Finance
Mansfield University of Pennsylvania 1992 — 1996
Kel Frazier's UBS Experience 2003 - 2005
Job Berkshire Property Advisors
Industry Venture Capital & Private Equity
Experience
Berkshire Property Advisors September 2012 - Present
CHB Skyline December 2011 - August 2012
Aspinwall Partners 2009 - 2011
CH Boston May 2008 - October 2009
Kelmark Properties/MFU Ventures/Golden Bear Financial 2004 - 2007
UBS 2003 - 2005
Morgan Stanley 2002 - 2002
Education
Massachusetts Institute of Technology 2011 — 2012
Master of Science, Real Estate Development
Boston University - School of Management 2007 — 2009
MBA, Finance
Boston University - School of Management 2007 — 2009
MS, Information Systems
The Ohio State University 1999 — 2003
BS, Human Ecology
UAHS
Berkshire Property Advisors September 2012 - Present
CHB Skyline December 2011 - August 2012
Aspinwall Partners 2009 - 2011
CH Boston May 2008 - October 2009
Kelmark Properties/MFU Ventures/Golden Bear Financial 2004 - 2007
UBS 2003 - 2005
Morgan Stanley 2002 - 2002
Education
Massachusetts Institute of Technology 2011 — 2012
Master of Science, Real Estate Development
Boston University - School of Management 2007 — 2009
MBA, Finance
Boston University - School of Management 2007 — 2009
MS, Information Systems
The Ohio State University 1999 — 2003
BS, Human Ecology
UAHS
Jim Fedoryk's UBS Experience January 2011 - August 2012
Job 6th Grade Language Arts/Science Teacher at Fairfield Public Schools
Industry Education Management
Experience
Fairfield Public Schools June 2014 - Present
Roger Ludlowe MS, Fairfield Public School December 2012 - June 2014
Trailblazers Academy August 2012 - December 2012
UBS January 2011 - August 2012
UBS January 2009 - August 2009
UBS Investment Bank 1991 - 2008
UBS 1991 - 2003
Skills
Business Analysis, Investment Banking, Program Management, Leadership, Project Management, Management, Fixed Income, Marketing, Strategy, Training, FX Options, Strategic Planning, Analysis, Team Building, Sales, Vendor Management, Business Planning
Education
Sacred Heart University 2009 — 2011
Master's Degree, Education
Pace University 1992 — 1997
MBA, Marketing
Marist College 1983 — 1987
BA, Communication Arts, minor Psychology
Fairfield Public Schools June 2014 - Present
Roger Ludlowe MS, Fairfield Public School December 2012 - June 2014
Trailblazers Academy August 2012 - December 2012
UBS January 2011 - August 2012
UBS January 2009 - August 2009
UBS Investment Bank 1991 - 2008
UBS 1991 - 2003
Skills
Business Analysis, Investment Banking, Program Management, Leadership, Project Management, Management, Fixed Income, Marketing, Strategy, Training, FX Options, Strategic Planning, Analysis, Team Building, Sales, Vendor Management, Business Planning
Education
Sacred Heart University 2009 — 2011
Master's Degree, Education
Pace University 1992 — 1997
MBA, Marketing
Marist College 1983 — 1987
BA, Communication Arts, minor Psychology
Bill Hillegass's UBS Experience June 2003 - April 2007
Job Equity Derivatives Trader
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers April 2007 - September 2008
UBS June 2003 - April 2007
Skills
Equities, Equity Derivatives, Trading Systems, Options, Electronic Trading, Derivatives, Hedge Funds, Trading, Bloomberg, Fixed Income, Volatility, Quantitative Finance, Equity Trading, Capital Markets, Structured Products, Financial Markets, Investment Banking
Education
The University of Chicago 2003 — 2005
MS, Financial Mathematics
Massachusetts Institute of Technology 2000 — 2003
Bachelor of Science (BS), Dual degrees Mathematics(18) and Finance(15)
Barclays Capital September 2008 - Present
Lehman Brothers April 2007 - September 2008
UBS June 2003 - April 2007
Skills
Equities, Equity Derivatives, Trading Systems, Options, Electronic Trading, Derivatives, Hedge Funds, Trading, Bloomberg, Fixed Income, Volatility, Quantitative Finance, Equity Trading, Capital Markets, Structured Products, Financial Markets, Investment Banking
Education
The University of Chicago 2003 — 2005
MS, Financial Mathematics
Massachusetts Institute of Technology 2000 — 2003
Bachelor of Science (BS), Dual degrees Mathematics(18) and Finance(15)
Emmin Shung's UBS Experience February 2006 - July 2008
Job Managing Director, Head of Strategic Portfolio Management at Freepoint Commodities
Industry Oil & Energy
Experience
Freepoint Commodities February 2011 - Present
JP Morgan Chase July 2010 - March 2011
Sempra Energy Trading July 2008 - July 2010
UBS February 2006 - July 2008
UBS February 2004 - February 2006
Goldman Sachs December 1997 - February 2004
Skills
Options, Commodity, Swaps, Trading, Capital Markets, Portfolio Management, Derivatives, Business Development, Robotics, Physics, Fixed Income, Interest Rate..., Electronic Trading, Bloomberg, Hedge Funds, Volatility, Financial Structuring, Commodity Markets, Trading Systems, Hedging, Risk Management, Structured Products
Education
The University of Chicago 1991 — 1997
PhD, Physics
Massachusetts Institute of Technology 1987 — 1991
BS, Physics
Freepoint Commodities February 2011 - Present
JP Morgan Chase July 2010 - March 2011
Sempra Energy Trading July 2008 - July 2010
UBS February 2006 - July 2008
UBS February 2004 - February 2006
Goldman Sachs December 1997 - February 2004
Skills
Options, Commodity, Swaps, Trading, Capital Markets, Portfolio Management, Derivatives, Business Development, Robotics, Physics, Fixed Income, Interest Rate..., Electronic Trading, Bloomberg, Hedge Funds, Volatility, Financial Structuring, Commodity Markets, Trading Systems, Hedging, Risk Management, Structured Products
Education
The University of Chicago 1991 — 1997
PhD, Physics
Massachusetts Institute of Technology 1987 — 1991
BS, Physics
Robert Wilson's UBS Experience 1995 - 1999
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch April 2007 - February 2015
Morgan Stanley 2000 - 2007
UBS 1995 - 1999
Skills
Capital Markets, Derivatives, Equities, Equity Derivatives, Fixed Income, Hedge Funds, Market Data, Prime Brokerage, Trading Systems, Business Analysis, Electronic Trading, Investment Banking, SDLC, Credit Derivatives, Securities Lending, Risk Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Executive MBA, Business Administration and Management, General
The University of Edinburgh 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Biochemistry
Bank of America Merrill Lynch April 2007 - February 2015
Morgan Stanley 2000 - 2007
UBS 1995 - 1999
Skills
Capital Markets, Derivatives, Equities, Equity Derivatives, Fixed Income, Hedge Funds, Market Data, Prime Brokerage, Trading Systems, Business Analysis, Electronic Trading, Investment Banking, SDLC, Credit Derivatives, Securities Lending, Risk Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Executive MBA, Business Administration and Management, General
The University of Edinburgh 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Biochemistry
John McCormick's UBS Experience March 2005 - November 2005
Job Manager Enterprise sales at Zendesk
Industry Internet
Experience
Zendesk January 2015 - Present
Zendesk February 2013 - December 2014
InsideView, Inc December 2009 - February 2013
InsideView, Inc June 2009 - December 2009
Salesforce.com October 2007 - June 2009
Salesforce.com November 2005 - October 2007
UBS March 2005 - November 2005
Northwestern Mutual 2004 - 2005
The Sharper Image 1994 - 1997
Skills
Enterprise sales, B2B sales, Saas, B2B, Sales, Salesforce.com, Lead Generation, Cold Calling, Strategic Sales, Team Building, SaaS, Complex Sales, Cloud Computing, CRM, Enterprise Solution..., Integrated Marketing, Business Development, Customer Service, Software Industry, Selling, Solution Selling, Mobile Devices, Enterprise Software, Leadership, Sales Operations, Start-ups
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Management & Leadership, Business, Management, Marketing, and Related Support Services
University of California, Davis 1998 — 2002
Managerial Economics, Finance
San Marin High 1993 — 1997
High School Stuff, General Education
Zendesk January 2015 - Present
Zendesk February 2013 - December 2014
InsideView, Inc December 2009 - February 2013
InsideView, Inc June 2009 - December 2009
Salesforce.com October 2007 - June 2009
Salesforce.com November 2005 - October 2007
UBS March 2005 - November 2005
Northwestern Mutual 2004 - 2005
The Sharper Image 1994 - 1997
Skills
Enterprise sales, B2B sales, Saas, B2B, Sales, Salesforce.com, Lead Generation, Cold Calling, Strategic Sales, Team Building, SaaS, Complex Sales, Cloud Computing, CRM, Enterprise Solution..., Integrated Marketing, Business Development, Customer Service, Software Industry, Selling, Solution Selling, Mobile Devices, Enterprise Software, Leadership, Sales Operations, Start-ups
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Management & Leadership, Business, Management, Marketing, and Related Support Services
University of California, Davis 1998 — 2002
Managerial Economics, Finance
San Marin High 1993 — 1997
High School Stuff, General Education
Stephen Apy's UBS Experience October 2011 - Present
Job Director, Credit Derivative Middle Office at UBS AG
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
UBS October 2011 - Present
UBS AG February 2015 - August 2015
UBS November 2009 - October 2011
UBS March 2006 - January 2011
Northwestern Mutual May 2004 - March 2006
Skills
Fixed Income, Clearing Houses, Compression, CDS Novations, Derivatives, Credit Derivatives, Prime Brokerage, Finance, Middle Office, Investment Banking, Equities, Hedge Funds, CDS, Credit, Series 7, Securities, Capital Markets, Bonds, Trading Systems, Options, Structured Products, Swaps, Electronic Trading, Equity Derivatives
Education
Manhattanville College 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Morgan Stanley August 2015 - Present
UBS October 2011 - Present
UBS AG February 2015 - August 2015
UBS November 2009 - October 2011
UBS March 2006 - January 2011
Northwestern Mutual May 2004 - March 2006
Skills
Fixed Income, Clearing Houses, Compression, CDS Novations, Derivatives, Credit Derivatives, Prime Brokerage, Finance, Middle Office, Investment Banking, Equities, Hedge Funds, CDS, Credit, Series 7, Securities, Capital Markets, Bonds, Trading Systems, Options, Structured Products, Swaps, Electronic Trading, Equity Derivatives
Education
Manhattanville College 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Rex Johnson's UBS Experience January 1992 - May 2002
Job Branch Manager
Industry Financial Services
Experience
WatchPoint Financial Group, LLC May 2002 - Present
UBS January 1992 - May 2002
Skills
Investments, Retirement Planning, Financial Advisory, Financial Services, Finance, Management, Customer Service, Account Management, Leadership, Wealth Management
Education
Xavier University 1993 — 1997
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Marshall University 1976 — 1980
Bachelor's degree 2011 (Hon)
WatchPoint Financial Group, LLC May 2002 - Present
UBS January 1992 - May 2002
Skills
Investments, Retirement Planning, Financial Advisory, Financial Services, Finance, Management, Customer Service, Account Management, Leadership, Wealth Management
Education
Xavier University 1993 — 1997
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Marshall University 1976 — 1980
Bachelor's degree 2011 (Hon)
Ryan Merolle's UBS Experience June 2008 - October 2010
Job Network Engineer
Industry Information Technology and Services
Experience
REDI Technologies July 2013 - Present
Goldman Sachs March 2013 - July 2013
UBS Account / CSC October 2010 - March 2013
UBS June 2008 - October 2010
Marist College (School of Computer Science & Mathematics) September 2007 - May 2008
Marist College (Center for Collaborative and On-Demand Computing) November 2007 - January 2008
UBS June 2007 - August 2007
Skills
Cisco Technologies, Data Center, OSPF, Troubleshooting, BGP, WAN, Network Architecture, Routing, Network Administration, Network Engineering, Network Design, Network Security, IT Management, Vendor Management, Network Operations, Cisco IOS, Cisco Routers, Cisco Nexus, CCNP, Networking, Business Analysis, Cisco Routing &..., HP Procurve Networking, Change Management, ITIL, CCDP, Arista, Risk Management, Incident Management, Project Management, IPSec, IT Service Delivery, Low Latency, Mentoring, Leadership, Network Security..., Network Infrastructure..., Exchange Connectivity, Carrier Selection, Technology Architecture, Juniper, Firewalls, Routers, Security, Routing Protocols, Switching, HP Procurve, Technical Documentation, Infrastructure, JUNOS
Education
Stevens Institute of Technology 2010 — 2013
Master's Degree
Marist College 2004 — 2008
Bachelor's Degree
REDI Technologies July 2013 - Present
Goldman Sachs March 2013 - July 2013
UBS Account / CSC October 2010 - March 2013
UBS June 2008 - October 2010
Marist College (School of Computer Science & Mathematics) September 2007 - May 2008
Marist College (Center for Collaborative and On-Demand Computing) November 2007 - January 2008
UBS June 2007 - August 2007
Skills
Cisco Technologies, Data Center, OSPF, Troubleshooting, BGP, WAN, Network Architecture, Routing, Network Administration, Network Engineering, Network Design, Network Security, IT Management, Vendor Management, Network Operations, Cisco IOS, Cisco Routers, Cisco Nexus, CCNP, Networking, Business Analysis, Cisco Routing &..., HP Procurve Networking, Change Management, ITIL, CCDP, Arista, Risk Management, Incident Management, Project Management, IPSec, IT Service Delivery, Low Latency, Mentoring, Leadership, Network Security..., Network Infrastructure..., Exchange Connectivity, Carrier Selection, Technology Architecture, Juniper, Firewalls, Routers, Security, Routing Protocols, Switching, HP Procurve, Technical Documentation, Infrastructure, JUNOS
Education
Stevens Institute of Technology 2010 — 2013
Master's Degree
Marist College 2004 — 2008
Bachelor's Degree
Erin Berg's UBS Experience June 2015 - Present
Job Program Management Office at UBS
Industry Information Technology and Services
Experience
UBS June 2015 - Present
UBS March 2010 - May 2015
UBS July 2008 - March 2010
The Disney Store July 2005 - April 2008
UBS June 2007 - August 2007
Skills
Business Analysis, Microsoft Office, Visio, SQL, Data Analysis, SharePoint, Data Center, Management, MS Project, ITIL, Program Management, Internal Communications, Newsletter Production, Web Design, IT Strategy, IT Service Management
Education
Stevens Institute of Technology 2009 — 2016
Master's Degree, Information Systems
Marist College 2004 — 2008
Bachelor's Degree, Information Technology, Computer Science
UBS June 2015 - Present
UBS March 2010 - May 2015
UBS July 2008 - March 2010
The Disney Store July 2005 - April 2008
UBS June 2007 - August 2007
Skills
Business Analysis, Microsoft Office, Visio, SQL, Data Analysis, SharePoint, Data Center, Management, MS Project, ITIL, Program Management, Internal Communications, Newsletter Production, Web Design, IT Strategy, IT Service Management
Education
Stevens Institute of Technology 2009 — 2016
Master's Degree, Information Systems
Marist College 2004 — 2008
Bachelor's Degree, Information Technology, Computer Science
Jenine Spadafino's UBS Experience June 2012 - Present
Job Senior HR Business Partner Wealth Management Americas at UBS
Industry Human Resources
Experience
UBS June 2012 - Present
UBS October 2011 - Present
Bank of America May 2007 - December 2010
JPMorgan Chase September 1995 - May 2007
Education
Marist College 1990 — 1994
Bachelor of Science (BS), Criminal Justice
UBS June 2012 - Present
UBS October 2011 - Present
Bank of America May 2007 - December 2010
JPMorgan Chase September 1995 - May 2007
Education
Marist College 1990 — 1994
Bachelor of Science (BS), Criminal Justice
Richard Flynn's UBS Experience 1999 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Commerzbank AG 2008 - Present
GlobeOp Financial Services 2003 - 2008
UBS 1999 - 2003
Sanford C. Bernstein 1998 - 1999
Skills
Fund Of Funds, Wealth Management
Education
Marist College 1996 — 1998
Commerzbank AG 2008 - Present
GlobeOp Financial Services 2003 - 2008
UBS 1999 - 2003
Sanford C. Bernstein 1998 - 1999
Skills
Fund Of Funds, Wealth Management
Education
Marist College 1996 — 1998
Anthony Pelliccia's UBS Experience 2005 - 2006
Job at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2014 - Present
RBS Markets and International Banking August 2013 - August 2014
Deutsche Bank 2008 - August 2013
Banc of America Securities 2006 - 2008
UBS 2005 - 2006
Susquehanna International Group 2004 - 2005
Knight Equity Markets 1999 - 2003
Skills
Equities, Derivatives, Electronic Trading, Series 7, Equity Trading, Series 63, Mutual Funds, Series 24, Equity Derivatives, Hedge Funds, Options, Financial Regulation, Market Making, Financial Markets, Fixed Income, Securities, FINRA, Securities Regulation, KYC
Education
Marist College 1992 — 1996
Deutsche Bank August 2014 - Present
RBS Markets and International Banking August 2013 - August 2014
Deutsche Bank 2008 - August 2013
Banc of America Securities 2006 - 2008
UBS 2005 - 2006
Susquehanna International Group 2004 - 2005
Knight Equity Markets 1999 - 2003
Skills
Equities, Derivatives, Electronic Trading, Series 7, Equity Trading, Series 63, Mutual Funds, Series 24, Equity Derivatives, Hedge Funds, Options, Financial Regulation, Market Making, Financial Markets, Fixed Income, Securities, FINRA, Securities Regulation, KYC
Education
Marist College 1992 — 1996
Ted Hynes's UBS Experience 2005 - August 2008
Job Municipal bond sales, Raymond James and Associates
Industry Investment Banking
Experience
Raymond James October 2008 - Present
UBS 2005 - August 2008
UBS Investment Bank 1999 - 2008
Piper Jaffray June 1995 - June 1999
Smith Mitchell Investment Group June 1991 - June 1995
Skills
Securities, Fixed Income, Bonds, Series 63, Capital Markets, Series 7, Alternative Investments, Asset Management, Bloomberg, Hedge Funds, Investment Banking, Investments, Structured Products, Trading, Wealth Management, Derivatives, Equities, Trading Systems
Education
Manhattanville College 1979 — 1983
BA, Political Science
Raymond James October 2008 - Present
UBS 2005 - August 2008
UBS Investment Bank 1999 - 2008
Piper Jaffray June 1995 - June 1999
Smith Mitchell Investment Group June 1991 - June 1995
Skills
Securities, Fixed Income, Bonds, Series 63, Capital Markets, Series 7, Alternative Investments, Asset Management, Bloomberg, Hedge Funds, Investment Banking, Investments, Structured Products, Trading, Wealth Management, Derivatives, Equities, Trading Systems
Education
Manhattanville College 1979 — 1983
BA, Political Science
Christina DelMaestro's UBS Experience May 2007 - September 2007
Job Special Education Teacher at North Shore Central School District
Industry Education Management
Experience
North Shore Central School District August 2013 - Present
NYC Department of Education September 2011 - August 2013
Allianz Global Investors June 2008 - January 2010
UBS May 2007 - September 2007
Skills
PowerPoint, Curriculum Development, Microsoft Office, Microsoft Excel, Teaching
Education
Touro College 2009 — 2011
M.S., Childhood and Special Education, Grades 1-6, Grades 5-9 (Students with Disabilities)
Marist College 2004 — 2008
B.S., Business Administration
Archbishop Molloy HS
North Shore Central School District August 2013 - Present
NYC Department of Education September 2011 - August 2013
Allianz Global Investors June 2008 - January 2010
UBS May 2007 - September 2007
Skills
PowerPoint, Curriculum Development, Microsoft Office, Microsoft Excel, Teaching
Education
Touro College 2009 — 2011
M.S., Childhood and Special Education, Grades 1-6, Grades 5-9 (Students with Disabilities)
Marist College 2004 — 2008
B.S., Business Administration
Archbishop Molloy HS
Javier Iglesias de Ussel's UBS Experience July 2011 - July 2013
Job MBA Candidate at MIT Sloan School of Management
Industry Investment Banking
Experience
IFC - International Finance Corporation May 2014 - August 2014
UBS July 2011 - July 2013
UBS Investment Bank July 2008 - July 2011
UBS Investment Bank 2007 - 2007
Skills
Investment Banking, LBO, Valuation, Capital Markets, Financial Modeling, Emerging Markets, Private Equity, Corporate Finance, Equities, M&A experience, Due Diligence, Financial Markets, DCF, Equity Research, Mergers & Acquisitions, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA), Finance Track
Universidad Pontificia Comillas 2002 — 2008
Double BA in Business Administration and Law
IFC - International Finance Corporation May 2014 - August 2014
UBS July 2011 - July 2013
UBS Investment Bank July 2008 - July 2011
UBS Investment Bank 2007 - 2007
Skills
Investment Banking, LBO, Valuation, Capital Markets, Financial Modeling, Emerging Markets, Private Equity, Corporate Finance, Equities, M&A experience, Due Diligence, Financial Markets, DCF, Equity Research, Mergers & Acquisitions, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA), Finance Track
Universidad Pontificia Comillas 2002 — 2008
Double BA in Business Administration and Law
Terrie Austin, CFP®'s UBS Experience 2007 - 2008
Job VP/Wealth Management Advisor at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Private Bank August 2013 - Present
Raymond James Financial Services April 2009 - August 2013
UBS 2007 - 2008
Smith Barney September 2001 - July 2002
Morgan Stanley February 1995 - September 2001
Huntington National Bank 1992 - 1994
Office of the Comptroller of the Currency 1989 - 1992
Skills
Wealth Management, Investments, Finance, Risk Management, Investment Management, Management, Portfolio Management, Mutual Funds, Banking, Retirement Planning
Education
Western Michigan University 1986 — 1989
BBA, Finance, Economics
Marshall University 1984 — 1986
Finance
Barboursville High School
Fifth Third Private Bank August 2013 - Present
Raymond James Financial Services April 2009 - August 2013
UBS 2007 - 2008
Smith Barney September 2001 - July 2002
Morgan Stanley February 1995 - September 2001
Huntington National Bank 1992 - 1994
Office of the Comptroller of the Currency 1989 - 1992
Skills
Wealth Management, Investments, Finance, Risk Management, Investment Management, Management, Portfolio Management, Mutual Funds, Banking, Retirement Planning
Education
Western Michigan University 1986 — 1989
BBA, Finance, Economics
Marshall University 1984 — 1986
Finance
Barboursville High School
Rick Richards's UBS Experience January 2006 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS January 2006 - Present
SAC Capital December 2004 - December 2005
Prudential Financial December 2003 - December 2004
Skills
Investment Banking, Equities, Valuation, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Trading Systems, Finance, Financial Markets, VBA, Asset Management, Bloomberg, FX Options, Portfolio Management
Education
Massachusetts Institute of Technology
BS, Architecture
University of Pennsylvania - The Wharton School
MBA, Finance
UBS January 2006 - Present
SAC Capital December 2004 - December 2005
Prudential Financial December 2003 - December 2004
Skills
Investment Banking, Equities, Valuation, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Trading Systems, Finance, Financial Markets, VBA, Asset Management, Bloomberg, FX Options, Portfolio Management
Education
Massachusetts Institute of Technology
BS, Architecture
University of Pennsylvania - The Wharton School
MBA, Finance
Andrew Sandoe's UBS Experience March 2001 - October 2003
Job Senior Partner / Chief Investment Officer: Fidelis Capital Management; Harvard Business School
Industry Investment Management
Experience
Fidelis Capital Management January 2013 - Present
Harvard Business School September 2013 - July 2014
United States Marine Corps 2003 - 2012
UBS March 2001 - October 2003
Morgan Stanley June 2000 - April 2001
Congressman Bill Thomas 1999 - 2000
Skills
Strategic Planning, Military, Team Building, Project Management, Operations Management, Cross-functional Team..., Risk Management, Leadership, Change Management, Business Strategy, Budgets, Management, Policy, Portfolio Management, Investments, Financial Modeling, Process Improvement, Team Leadership, Contract Management, Strategy, Training, Financial Analysis, Leadership Development, Security Clearance, Analysis, Government, Management Consulting, Finance, Business Planning, Business Process..., Military Operations, Entrepreneurship
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2013
Alfred P. Sloan Fellowship - MBA, Finance - Entrepreneurship
The Wharton School at University of Pennsylvania 2010 — 2011
Executive Education, Accounting and Finance
University of New Hampshire 1994 — 1999
BA, Political Science, Business
Proctor Academy 1990 — 1994
High School, College Prep
Hanover High School
The American University of Paris
Fidelis Capital Management January 2013 - Present
Harvard Business School September 2013 - July 2014
United States Marine Corps 2003 - 2012
UBS March 2001 - October 2003
Morgan Stanley June 2000 - April 2001
Congressman Bill Thomas 1999 - 2000
Skills
Strategic Planning, Military, Team Building, Project Management, Operations Management, Cross-functional Team..., Risk Management, Leadership, Change Management, Business Strategy, Budgets, Management, Policy, Portfolio Management, Investments, Financial Modeling, Process Improvement, Team Leadership, Contract Management, Strategy, Training, Financial Analysis, Leadership Development, Security Clearance, Analysis, Government, Management Consulting, Finance, Business Planning, Business Process..., Military Operations, Entrepreneurship
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2013
Alfred P. Sloan Fellowship - MBA, Finance - Entrepreneurship
The Wharton School at University of Pennsylvania 2010 — 2011
Executive Education, Accounting and Finance
University of New Hampshire 1994 — 1999
BA, Political Science, Business
Proctor Academy 1990 — 1994
High School, College Prep
Hanover High School
The American University of Paris
Brian Hargrove's UBS Experience 2005 - 2009
Job Vice President Strategic Sourcing (Global Technology) at Barclays Capital
Industry Banking
Experience
Barclays Capital 2009 - Present
UBS 2005 - 2009
Sprint Nextel 2004 - 2005
Tokyo Electron 2000 - 2004
Japanese Ministry of Foreign Affairs & Ministry of Education (JET) 1998 - 1999
Luckie-Anderson Law Firm 1997 - 1998
Education
Massachusetts Institute of Technology - Sloan School of Management
Executive Certificate in Technology, Operations, and Value Chain Management
University of Brighton 1999 — 2001
MBA, International Business
St. Edward's University
BA, History
Barclays Capital 2009 - Present
UBS 2005 - 2009
Sprint Nextel 2004 - 2005
Tokyo Electron 2000 - 2004
Japanese Ministry of Foreign Affairs & Ministry of Education (JET) 1998 - 1999
Luckie-Anderson Law Firm 1997 - 1998
Education
Massachusetts Institute of Technology - Sloan School of Management
Executive Certificate in Technology, Operations, and Value Chain Management
University of Brighton 1999 — 2001
MBA, International Business
St. Edward's University
BA, History
Juliana Webb's UBS Experience 2002 - 2003
Job Professional
Industry Arts and Crafts
Experience
Yoga with Julie Webb October 2014 - Present
Self -Employed December 2009 - Present
Scottrade April 2004 - December 2005
UBS 2002 - 2003
St Louis Public Schools 1998 - 2002
Skills
Customer Service, Teaching, Reliability, Question Answering, Teamwork, Team Motivation, Customer Relations, Small Business...
Education
Maryville University of Saint Louis 1996 — 1998
Teacher Certification, Elementary Education
University of Missouri 1990 — 1993
Bachelor of Arts (B.A.), Social Psychology
Yoga with Julie Webb October 2014 - Present
Self -Employed December 2009 - Present
Scottrade April 2004 - December 2005
UBS 2002 - 2003
St Louis Public Schools 1998 - 2002
Skills
Customer Service, Teaching, Reliability, Question Answering, Teamwork, Team Motivation, Customer Relations, Small Business...
Education
Maryville University of Saint Louis 1996 — 1998
Teacher Certification, Elementary Education
University of Missouri 1990 — 1993
Bachelor of Arts (B.A.), Social Psychology
Peter Pena's UBS Experience August 2013 - Present
Job Financial Software Engineer
Industry Computer Software
Experience
UBS August 2013 - Present
Citi August 2010 - July 2013
Lime Brokerage LLC July 2005 - July 2010
Avaya June 2004 - August 2004
Avaya June 2003 - August 2003
Education
Massachusetts Institute of Technology 2001 — 2005
BS, Computer Science and Electrical Engineering
UBS August 2013 - Present
Citi August 2010 - July 2013
Lime Brokerage LLC July 2005 - July 2010
Avaya June 2004 - August 2004
Avaya June 2003 - August 2003
Education
Massachusetts Institute of Technology 2001 — 2005
BS, Computer Science and Electrical Engineering
Rowan Broyles's UBS Experience March 2003 - Present
Job Banking Solutions Consultant, UBS
Industry Financial Services
Experience
UBS March 2003 - Present
Wells Fargo Home Mortgage 1993 - 2003
Skills
Credit, Mortgage Lending, Underwriting, Valuation, Wealth Management, Portfolio Management, Banking, Finance, Residential Mortgages, Investments, Mortgage Banking, Series 7, Commercial Lending, Loan Origination
Education
Marquette University 1986 — 1990
Bachelor's degree, Business Finance
UBS March 2003 - Present
Wells Fargo Home Mortgage 1993 - 2003
Skills
Credit, Mortgage Lending, Underwriting, Valuation, Wealth Management, Portfolio Management, Banking, Finance, Residential Mortgages, Investments, Mortgage Banking, Series 7, Commercial Lending, Loan Origination
Education
Marquette University 1986 — 1990
Bachelor's degree, Business Finance
Mark Sudol's UBS Experience June 2007 - Present
Job Senior Vice President Investments at UBS
Industry Financial Services
Experience
UBS June 2007 - Present
Morgan Stanley March 1989 - June 2007
Education
Marist College 1983 — 1986
UBS June 2007 - Present
Morgan Stanley March 1989 - June 2007
Education
Marist College 1983 — 1986
Kevin Kershaw's UBS Experience January 2000 - January 2001
Job Regional Director at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2015 - Present
LPL Finanical April 2011 - December 2013
LPL May 2007 - April 2011
Pinnacle Capital & Investments April 2005 - May 2007
UBS January 2000 - January 2001
Skills
Mutual Funds, Process Improvement, Program Management, Investments, Management, Analysis, Project Management, Business Process, Portfolio Management, Due Diligence, Mergers, Investment Advisory, Strategy, Research, Financial Modeling, Relationship Management, Finance, Leadership, Marketing, Risk Management, Budgets, Asset Management, Financial Analysis, Strategic Financial..., Financial Services, Securities, Business Analysis
Education
Cal State
BA, Kinesiology
Marymount College
LPL Financial September 2015 - Present
LPL Finanical April 2011 - December 2013
LPL May 2007 - April 2011
Pinnacle Capital & Investments April 2005 - May 2007
UBS January 2000 - January 2001
Skills
Mutual Funds, Process Improvement, Program Management, Investments, Management, Analysis, Project Management, Business Process, Portfolio Management, Due Diligence, Mergers, Investment Advisory, Strategy, Research, Financial Modeling, Relationship Management, Finance, Leadership, Marketing, Risk Management, Budgets, Asset Management, Financial Analysis, Strategic Financial..., Financial Services, Securities, Business Analysis
Education
Cal State
BA, Kinesiology
Marymount College
Matthew Tschantz's UBS Experience May 2011 - December 2012
Job USD Interest Rate Trader at Capula
Industry Financial Services
Experience
Capula December 2012 - Present
UBS May 2011 - December 2012
Goldman Sachs November 2010 - May 2011
AQR Capital Management May 2007 - November 2010
Skills
Hedge Funds, Fixed Income, Bloomberg, Equities, Derivatives, Financial Modeling, Quantitative Finance, Valuation, Investments, Asset Managment, Series 7
Education
Massachusetts Institute of Technology 2001 — 2006
BS/MEng, Computer Science, Economics
Capula December 2012 - Present
UBS May 2011 - December 2012
Goldman Sachs November 2010 - May 2011
AQR Capital Management May 2007 - November 2010
Skills
Hedge Funds, Fixed Income, Bloomberg, Equities, Derivatives, Financial Modeling, Quantitative Finance, Valuation, Investments, Asset Managment, Series 7
Education
Massachusetts Institute of Technology 2001 — 2006
BS/MEng, Computer Science, Economics
Jeff Conway, CFA's UBS Experience 2001 - 2007
Job President
Industry Financial Services
Experience
Rye Global Investors, LLC February 2015 - Present
UBS Investment Bank August 2011 - April 2014
Morgan Stanley 2007 - 2011
UBS 2001 - 2007
Skills
Equity Derivatives, Hedge Funds, Equities, Derivatives, Financial Engineering, FX Options, Financial Structuring
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA, Financial Engineering
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
B.A., Economics
Rye Global Investors, LLC February 2015 - Present
UBS Investment Bank August 2011 - April 2014
Morgan Stanley 2007 - 2011
UBS 2001 - 2007
Skills
Equity Derivatives, Hedge Funds, Equities, Derivatives, Financial Engineering, FX Options, Financial Structuring
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA, Financial Engineering
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
B.A., Economics
Janna Hahn's UBS Experience July 2011 - June 2014
Job Fixed Income Specialist at Capital Group
Industry Financial Services
Experience
Capital Group May 2015 - Present
Hyundai Capital America June 2014 - May 2015
UBS July 2011 - June 2014
UBS Global Asset Management August 2010 - July 2011
Northern Trust July 2009 - August 2010
UBS Global Asset Management June 2008 - August 2008
Skills
Portfolio Management, Bloomberg, Equities, Fixed Income, Hedge Funds
Education
University of Southern California - Marshall School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Marquette University
BS, Finance and Marketing
Capital Group May 2015 - Present
Hyundai Capital America June 2014 - May 2015
UBS July 2011 - June 2014
UBS Global Asset Management August 2010 - July 2011
Northern Trust July 2009 - August 2010
UBS Global Asset Management June 2008 - August 2008
Skills
Portfolio Management, Bloomberg, Equities, Fixed Income, Hedge Funds
Education
University of Southern California - Marshall School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Marquette University
BS, Finance and Marketing
Carmen L. Melendez's UBS Experience 2005 - 2006
Job Assistant Vice President at Bank of America
Industry Banking
Experience
Bank of America April 2006 - December 2010
UBS 2005 - 2006
Berliner Bank Niederlassung der Deutsche Bank PGK AG 1998 - 2004
Education
Marymount Manhattan College
Bachelors of Sc., Accounting
Bank of America April 2006 - December 2010
UBS 2005 - 2006
Berliner Bank Niederlassung der Deutsche Bank PGK AG 1998 - 2004
Education
Marymount Manhattan College
Bachelors of Sc., Accounting
Laura Villani's UBS Experience 1996 - 2000
Job Executive Assistant at WGSN, Inc.
Industry Market Research
Experience
WGSN, Inc. 2015 - Present
Deval Inc. / a/k/a Thruway Delicatessen and Catering 2000 - Present
Spectra Laboratories January 2015 - June 2015
Law office of Joseph E. Ruyack III Esq. 2010 - 2015
UBS 1996 - 2000
Union Bank of Switzerland/UBS 1990 - 1996
Education
Marist College 2005 — 2008
Bachelor of Science (BS) Integrative Studies - Graduated Summa Cum Laude, Communications, Psychology and English Literature, A
WGSN, Inc. 2015 - Present
Deval Inc. / a/k/a Thruway Delicatessen and Catering 2000 - Present
Spectra Laboratories January 2015 - June 2015
Law office of Joseph E. Ruyack III Esq. 2010 - 2015
UBS 1996 - 2000
Union Bank of Switzerland/UBS 1990 - 1996
Education
Marist College 2005 — 2008
Bachelor of Science (BS) Integrative Studies - Graduated Summa Cum Laude, Communications, Psychology and English Literature, A
Arturo Nicolaievsky's UBS Experience May 2009 - October 2011
Job Independent Banking Professional
Industry Banking
Experience
UBS May 2009 - October 2011
JPMorgan Chase 2004 - 2008
BBVA 1991 - 2004
Skills
Portfolio Management, Financial Markets, Derivatives, Emerging Markets, Investments, Proprietary Trading, Capital Markets, Corporate Finance, Fixed Income, Equities, Investment Banking, Interest Rate..., Mutual Funds, FX Options, Trading
Education
MIT Sloan School of Management 1992 — 1994
MS, Management
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM
UBS May 2009 - October 2011
JPMorgan Chase 2004 - 2008
BBVA 1991 - 2004
Skills
Portfolio Management, Financial Markets, Derivatives, Emerging Markets, Investments, Proprietary Trading, Capital Markets, Corporate Finance, Fixed Income, Equities, Investment Banking, Interest Rate..., Mutual Funds, FX Options, Trading
Education
MIT Sloan School of Management 1992 — 1994
MS, Management
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM
Jaclyn Wetherell's UBS Experience April 2010 - March 2011
Job Staffing Operations Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan February 2014 - February 2015
J.P. Morgan July 2011 - February 2014
UBS April 2010 - March 2011
Action Challenge January 2008 - April 2008
Skills
Employee Relations, Human Resources, Recruiting, Employee Training, Customer Service, Management, Interviews, Outsourcing, Training, PowerPoint, Visio, Performance Management, Vendor Management, Leadership, Talent Acquisition, Access
Education
St. Mary's College 2010 — 2011
Post Graduate Certificate, International Business
Marist College 2005 — 2009
Bachelor of Science, Business Administration - Emphasis in: International Business and Marketing
Foundation for International Education 2008 — 2008
Study Abroad Program - London, United Kingdom
J.P. Morgan February 2015 - Present
J.P. Morgan February 2014 - February 2015
J.P. Morgan July 2011 - February 2014
UBS April 2010 - March 2011
Action Challenge January 2008 - April 2008
Skills
Employee Relations, Human Resources, Recruiting, Employee Training, Customer Service, Management, Interviews, Outsourcing, Training, PowerPoint, Visio, Performance Management, Vendor Management, Leadership, Talent Acquisition, Access
Education
St. Mary's College 2010 — 2011
Post Graduate Certificate, International Business
Marist College 2005 — 2009
Bachelor of Science, Business Administration - Emphasis in: International Business and Marketing
Foundation for International Education 2008 — 2008
Study Abroad Program - London, United Kingdom
Brendan Reich's UBS Experience July 2009 - August 2009
Job Manager, Digital Strategy at Merkle
Industry Marketing and Advertising
Experience
Merkle May 2015 - Present
InsightExpress July 2013 - April 2015
Publicis Healthcare Communications Group October 2010 - July 2013
Dell Perot Systems June 2010 - October 2010
Harlem Children's Zone December 2009 - May 2010
Village of Wappingers Falls September 2009 - December 2009
UBS July 2009 - August 2009
Skills
Market Research, Digital Marketing, Analytics, Market Analysis, Creative Writing, Data Mining, Mobile Technology, Integrated Marketing, Grant Writing, Report Writing, Database Management, Microsoft Excel, Data Analysis, ADP Payroll, Excel, SPSS, Budgets, Advertising, Strategy, Data Visualization, Database Admin, Interactive Marketing, Online Advertising, Digital Media, Digital Strategy, Marketing Communications, Direct Marketing, CRM, Marketing Strategy
Education
Chaminade High School
Marist College
BA, Psychology, Economics
Merkle May 2015 - Present
InsightExpress July 2013 - April 2015
Publicis Healthcare Communications Group October 2010 - July 2013
Dell Perot Systems June 2010 - October 2010
Harlem Children's Zone December 2009 - May 2010
Village of Wappingers Falls September 2009 - December 2009
UBS July 2009 - August 2009
Skills
Market Research, Digital Marketing, Analytics, Market Analysis, Creative Writing, Data Mining, Mobile Technology, Integrated Marketing, Grant Writing, Report Writing, Database Management, Microsoft Excel, Data Analysis, ADP Payroll, Excel, SPSS, Budgets, Advertising, Strategy, Data Visualization, Database Admin, Interactive Marketing, Online Advertising, Digital Media, Digital Strategy, Marketing Communications, Direct Marketing, CRM, Marketing Strategy
Education
Chaminade High School
Marist College
BA, Psychology, Economics
James Merit's UBS Experience 2012 - Present
Job Corporate Bond Trader, Director at UBS
Industry Financial Services
Experience
UBS 2012 - Present
Citi 2011 - 2012
Morgan Stanley 2007 - 2011
BNP Paribas 2006 - 2007
Deutsche Bank 2004 - 2006
Credit Suisse 2000 - 2002
Credit Suisse 1999 - 1999
Education
Massachusetts Institute of Technology - Sloan School of Management 2002 — 2004
MBA, Finance
UBS 2012 - Present
Citi 2011 - 2012
Morgan Stanley 2007 - 2011
BNP Paribas 2006 - 2007
Deutsche Bank 2004 - 2006
Credit Suisse 2000 - 2002
Credit Suisse 1999 - 1999
Education
Massachusetts Institute of Technology - Sloan School of Management 2002 — 2004
MBA, Finance
Gregory E. Georges's UBS Experience March 2014 - October 2014
Job Barclays Capital Finance Securitized Products Control
Industry Financial Services
Experience
Barclays August 2015 - Present
Barclays October 2014 - August 2015
UBS March 2014 - October 2014
Societe Generale March 2013 - December 2013
Citi November 1995 - November 2012
Morgan Stanley April 1984 - August 1995
Skills
Equities, Derivatives, Capital Markets, Product Control, Financial Accounting, Fixed Income, Problem Solving, Financial Reporting, Trading, Accounting, Analysis, Financial Services, Risk Management, Equity Derivatives, FX Options, Financial Risk
Education
Massachusetts Institute of Technology
Bachelor's degree, Engineering
Barclays August 2015 - Present
Barclays October 2014 - August 2015
UBS March 2014 - October 2014
Societe Generale March 2013 - December 2013
Citi November 1995 - November 2012
Morgan Stanley April 1984 - August 1995
Skills
Equities, Derivatives, Capital Markets, Product Control, Financial Accounting, Fixed Income, Problem Solving, Financial Reporting, Trading, Accounting, Analysis, Financial Services, Risk Management, Equity Derivatives, FX Options, Financial Risk
Education
Massachusetts Institute of Technology
Bachelor's degree, Engineering
Rachael Cahan's UBS Experience 2005 - 2007
Job Senior Vice President at Macquarie Group
Industry Financial Services
Experience
Macquarie Group 2008 - Present
UBS 2005 - 2007
JPMorgan Chase 2005 - 2005
Skills
Financial Modeling, Trading, Fixed Income, Financial Analysis
Education
Massey University 2003 — 2004
Masters of Business Studies, Finance, Distinction
Massey University 2000 — 2003
Bachelor of Business Studies, Finance and Economics, Honors
Macquarie Group 2008 - Present
UBS 2005 - 2007
JPMorgan Chase 2005 - 2005
Skills
Financial Modeling, Trading, Fixed Income, Financial Analysis
Education
Massey University 2003 — 2004
Masters of Business Studies, Finance, Distinction
Massey University 2000 — 2003
Bachelor of Business Studies, Finance and Economics, Honors
Kerry Wildenthal Fagelman's UBS Experience February 2015 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS February 2015 - Present
UBS January 2009 - January 2015
Goldman Sachs August 1998 - January 2009
GE June 1994 - June 1996
GE December 1991 - June 1994
Education
Massachusetts Institute of Technology 1996 — 1998
Master of Business Administration (MBA)
UNC Chapel Hill 1988 — 1991
Bachelor of Science (BS)
Radnor High School
UBS February 2015 - Present
UBS January 2009 - January 2015
Goldman Sachs August 1998 - January 2009
GE June 1994 - June 1996
GE December 1991 - June 1994
Education
Massachusetts Institute of Technology 1996 — 1998
Master of Business Administration (MBA)
UNC Chapel Hill 1988 — 1991
Bachelor of Science (BS)
Radnor High School
Francine Loza's UBS Experience June 2012 - June 2012
Job Research Analyst at Abdul Latif Jameel Poverty Action Lab (JPAL, MIT)
Industry Higher Education
Experience
Abdul Latif Jameel Poverty Action Lab (J-PAL) June 2015 - Present
Abdul Latif Jameel Poverty Action Lab (J-PAL) April 2014 - January 2015
MIT Media Lab-Macro Connections September 2013 - September 2014
Perella Weinberg Partners January 2014 - January 2014
Heptagon Capital June 2013 - July 2013
MIT January 2013 - May 2013
UBS June 2012 - June 2012
Orascom Construction Industries (OCI) January 2012 - February 2012
Skills
Econometrics, Stata, Python, Matlab, Research, Statistical Data..., Data Analysis, Development Economics, Statistics, Statistical Modeling, LaTeX, Financial Modeling
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science (BSc), Economics
The British International School Cairo
International Baccalaureate
Abdul Latif Jameel Poverty Action Lab (J-PAL) June 2015 - Present
Abdul Latif Jameel Poverty Action Lab (J-PAL) April 2014 - January 2015
MIT Media Lab-Macro Connections September 2013 - September 2014
Perella Weinberg Partners January 2014 - January 2014
Heptagon Capital June 2013 - July 2013
MIT January 2013 - May 2013
UBS June 2012 - June 2012
Orascom Construction Industries (OCI) January 2012 - February 2012
Skills
Econometrics, Stata, Python, Matlab, Research, Statistical Data..., Data Analysis, Development Economics, Statistics, Statistical Modeling, LaTeX, Financial Modeling
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science (BSc), Economics
The British International School Cairo
International Baccalaureate
Naser Salah's UBS Experience June 2004 - January 2005
Job Enterprise Account Executive at Cox Business
Industry Telecommunications
Experience
Cox Business May 2014 - Present
Cox Business February 2010 - May 2014
Cox Communications June 2006 - February 2010
UBS June 2004 - January 2005
Skills
Account Management, Direct Sales, Telecommunications, Salesforce.com, Sales Management, Sales Process, Customer Service, VoIP, New Business Development, Solution Selling, Strategic Partnerships, Cold Calling
Education
Marymount University 2003 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Cox Business May 2014 - Present
Cox Business February 2010 - May 2014
Cox Communications June 2006 - February 2010
UBS June 2004 - January 2005
Skills
Account Management, Direct Sales, Telecommunications, Salesforce.com, Sales Management, Sales Process, Customer Service, VoIP, New Business Development, Solution Selling, Strategic Partnerships, Cold Calling
Education
Marymount University 2003 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Brian McMullen's UBS Experience May 2014 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
Goldman Sachs April 2010 - 2014
Education
Massachusetts Institute of Technology 1990 — 1994
Bachelor of Science (BS), Computer Science
UBS May 2014 - Present
Goldman Sachs April 2010 - 2014
Education
Massachusetts Institute of Technology 1990 — 1994
Bachelor of Science (BS), Computer Science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.