UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
UBS List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS. You can filter them based on skills, years of employment, job, education, department, and prior employment.
UBS Salaries. You can even request information on how much does UBS pay if you want to. Learn about salaries, pros and cons of working for UBS directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
11,700 UBS employees in database. Find out everything there's to know about UBS employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Employees
UBS December 2013 - Present
UBS October 2007 - December 2013
UBS 2004 - 2007
PaineWebber 2001 - 2004
J.C. Bradford & Co. 1993 - 2000
Skills
Risk Management, Project Management, Security, Management, Leadership, Business Continuity, Operational Risk, Business Analysis, Global Risk Management, Strategic & Tactical..., Staff Supervision, Global Project..., Business Function..., Employee Education, Product Development, Relationship Building, Project Reporting, Compliance, Technical Expertise, Program Management, Business Process..., Banking, Vendor Management, Information Security, Internal Audit, Enterprise Risk..., Software Documentation, Fixed Income, IT Audit, Investment Banking, IT Strategy, Sarbanes-Oxley Act, Human Resources, Risk Assessment, Project Planning, Financial Modeling, Trading Systems, Portfolio Management, Financial Risk, Operational Risk..., Executive Management, Equities, Management Consulting, Financial Services, Governance, IT Risk Management, Derivatives, Operations Management, Strategic Planning
Education
Austin Peay State University 1989 — 1992
BBA, Finance
Norwood School June 2015 - Present
Bank Street College of Education 2013 - Present
Sidwell Friends School August 2006 - June 2015
Sidwell Friends School 2010 - 2015
Sidwell Friends School 2009 - 2015
Beauvoir school 2003 - 2006
UBS November 1992 - July 2001
SG Warburg 1990 - 1992
Jardine Fleming 1987 - 1990
McKinsey & Company 1985 - 1987
Skills
Curriculum Design, Educational Leadership, Educational Technology, Classroom, K-12, Teacher Training, Elementary Education, Classroom Management, Literacy, Tutoring, Staff Development, Teaching, Management, Differentiated..., Lesson Planning, Community Outreach, Educational Consulting, Early Childhood...
Education
Columbia University in the City of New York 2013 — 2015
Masters of education, Educational Leadership and Administration, General
Bank Street College of Education 2001 — 2003
MA, Elementary education
Stanford University 1981 — 1985
BA, East Asian Studies
BAM Worldwide April 2013 - Present
Eastland Peak Capital January 2013 - Present
Deutsche Bank Securities July 2010 - December 2012
Garrison Investment Group 2008 - August 2010
Morgan Stanley 2004 - 2008
Banc of America Securities May 1998 - April 2004
UBS 1994 - 1998
JP Morgan August 1992 - February 1994
Skills
Hedge Funds, Capital Markets, Fixed Income, Structured Finance, Securitization, High Yield, Financial Structuring, Alternative Investments, Investment Banking, Private Equity, Credit Derivatives, Structured Products, ABS, Leveraged Finance, Bonds, Emerging Markets, LBO, Equities
Education
The University of Chicago 1990 — 1992
MBA
Australian Graduate School of Management 1991 — 1991
Florida State University 1983 — 1986
BS, Accounting
Enfield Technologies July 2011 - Present
Recon Ventures August 2010 - Present
SpaceCurve August 2009 - July 2010
Topspin Partners March 2002 - August 2009
UBS 2001 - 2002
PaineWebber 1998 - 2001
Skills
Strategic Partnerships, Mergers, Venture Capital, Product Management, Start-ups, Strategy, Business Development, Corporate Development, Mergers & Acquisitions, Investments, Executive Management, Private Equity, Management, CRM, Finance, Entrepreneurship
Education
Babson College 1996 — 1998
The Johns Hopkins University 1992 — 1994
UBS August 2015 - Present
UBS July 2014 - Present
Willis January 2014 - June 2014
First Federal Bank 2011 - 2012
Western Kentucky University May 2009 - January 2010
Skills
Agribusiness, Dairy, Crop, Equine Nutrition, Tobacco, Greenhouse, Seed Production, Livestock, Agriculture, Marketing, Sales Management, Customer Service, Credit, Microsoft Excel
Education
Austin Peay State University 2011 — 2013
Bachelor of Science (BS), Agricultural Business
Western Kentucky University 2009 — 2010
Animal Sciences
UBS January 2015 - Present
Asurion September 2013 - January 2015
Asurion May 2013 - September 2013
Asurion July 2012 - May 2013
Asurion March 2010 - July 2012
ERCOT May 2002 - March 2010
Oglethorpe Power Corporation November 2000 - May 2002
Consumers Energy 1998 - 2000
Skills
Quality Center, Web Testing, SDLC, Software Quality..., Test Automation, Test Planning, CMM, Test Cases, TIBCO, Testing, Requirements Gathering, Business Process, Manual Testing, Integration Testing, Test Management, Waterfall, Test Strategy, System Testing, Performance Testing, Regression Testing, Agile Methodologies, Requirements Analysis, Release Management, Integration, Software Project..., Agile Project Management, Visio, Quality Control, Agile Testing, Scrum, Management, SQL, Business Requirements, Oracle, SOA, Usability Testing, Software Documentation, Business Analysis, SharePoint, ETL, Siebel, PMO, Web Applications, XML, User Acceptance Testing, Databases, Analysis, Access, Data Warehousing, Web Services
Education
Baker College Business and Corporate Services 2006 — 2010
Business Administration, Management and Operations
Richmond Art Center August 2010 - Present
The Crucible August 2009 - Present
Touro University August 2005 - Present
Nightside Studios - Downtown California May 2005 - Present
Science Adventures September 2007 - September 2010
UBS October 2000 - August 2003
IBM March 1993 - October 2000
Old Soft Shoe June 1977 - February 1993
Skills
Acting, Leatherwork, Glass Flameworking, Art Education, Entrepreneurship, Parenthood, Elder Care, Photography, Punditry, Scouting, Marketing, Sculpture, Teaching, Research, Art, Curating, Contemporary Art, Drawing
Education
Contra Costa College 1991 — 1992
Associate of Science (A.S.), Computer Programming
Contra Costa College 1972 — 1992
Associate of Arts (AA), Journalism
Ball State University 1989 — 1990
Orthopedic Shoe Technician
Merrill Lynch October 2011 - Present
UBS September 2007 - October 2011
Merrill Lynch July 1998 - 2006
Skills
Series 7, Wealth Management, Equities, Retirement Planning, Uniform Combined State..., Fixed Income, Mutual Funds, Investments, Asset Allocation, Securities, Portfolio Management, Alternative Investments, Investment Advisory, Strategic Financial..., Asset Management, Investment Strategies, Financial Analysis, CRPC
Education
Ball State University 1992 — 1996
Bachelor of Science (B.S.), Dance Education
Deutsche Bank August 2010 - Present
Goldman Sachs June 2004 - July 2010
UBS July 1995 - June 2004
Arthur Andersen & Co. June 1981 - June 1995
Skills
Investment Banking, Structured Products, Fixed Income, Hedge Funds, Capital Markets, Derivatives, Equities, Alternative Investments, Private Equity, FX Options, Financial Reporting, Mergers & Acquisitions, Financial Modeling, Hedging, Due Diligence, Financial Analysis, Financial Structuring, Securitization, Corporate Finance, Structured Finance, Interest Rate..., Asset Management, Finance, Financial Risk, Market Risk, Credit Derivatives, Treasury Management, Swaps, Financial Markets, Credit Risk, Risk Management, Financial Services, Investments, Operational Risk, Securities, Venture Capital, Banking, SEC filings, Options, IFRS, Financial Accounting, Financial Institutions, Acquisition Integration, IPO, GAAP, Fund Of Funds, Product Control, CDO, Project Finance, Consolidation
Education
University of Michigan Business School 1979 — 1981
Master of Business Administration (MBA), Accounting and Finance
University of Michigan 1977 — 1978
Master of Music, French Horn
Baldwin Wallace University 1974 — 1976
Bachelor's Degree, French horn performance
UBS January 2007 - Present
Education
Azusa Pacific University 2005 — 2006
MBA, Business, Management, Marketing, and Related Support Services
Azusa Pacific University 2001 — 2005
Bachelor of Science (B.S.), Marketing
UBS June 2013 - August 2014
Merrill Lynch May 2012 - August 2012
Luxury & Fashion Association March 2012 - April 2012
Lazerwear Apparel January 2012 - April 2012
Weezie D September 2009 - December 2011
Tunnel Hill Partners June 2010 - August 2010
Skills
Social Media, PowerPoint, Microsoft Excel, Facebook, Event Planning, Microsoft Word, Social Networking, Salesforce.com, Access, Bloomberg Terminal, Sales, Analysis, Finance, Portfolio Management, Microsoft Office, Leadership, Ski, Public Speaking, Make Things Happen
Education
Babson College 2011 — 2015
Bachelor of Science in Business Management, Finance, General
Bronxville High School 2007 — 2011
Prime Group Holdings September 2014 - Present
Overland Capital Group April 2004 - September 2014
WaveCrest Capital Partners LLC September 2009 - December 2011
KeyBank - Real Estate Investment Banking - Private Equity Group September 2002 - April 2004
South Charles Investment Corporation (TriSail Capital Corporation) April 1998 - September 2002
Sun Life Financial September 1990 - April 1998
UBS July 1988 - September 1990
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1997
MBA
Boston College 1984 — 1988
BS, Finance, Human Resources Management
Lexington High School 1981 — 1984
Worcester Polytechnic Institute January 2015 - Present
Satellite Viewpoint LLC May 2010 - Present
Worcester Polytechnic Inst. November 1998 - Present
TD Corsair, Towner & Co. December 2006 - May 2010
UBS September 2004 - September 2006
Thorsen Inc. June 1983 - October 2003
Skills
Entrepreneurship, Six Sigma, Process Improvement, Strategic Planning, Data Analysis, Analysis, Business Strategy, Cross-functional Team..., Project Management, Risk Management, Supply Chain Management, Team Building, Lean Manufacturing, Program Management, Management, Management Consulting, Manufacturing, Business Development, Team Leadership, MS Project, Product Development, Strategy, Business Planning, Training, Business Process..., Start-ups, Operations Management, Project Planning, Competitive Analysis, Engineering, Research, Budgets, Process Engineering, Coaching, Manufacturing..., Leadership, Change Management, Finance, Procurement, Business Analysis, Product Management, Minitab, Leadership Development, Market Research, Continuous Improvement, Quality Assurance, Organizational..., Value Stream Mapping, Access, Design of Experiments
Education
Worcester Polytechnic Institute 2003 — 2013
Doctor of Philosophy (Ph.D.), Manufacturing Engineering
Worcester Polytechnic Institute 1998 — 2003
MSMFE, Manufacturing Engineering
Worcester Polytechnic Institute 1998 — 2001
MSOIT, Operations Mngt & Information Tech.
Harvard Business School 1997 — 1999
OPM27, Owner/President Management Prog
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1989
MBA, Entrepreneurship
Worcester Polytechnic Institute 1979 — 1983
BS, Mechanical Engineering
Bryant University 2003 — 2006
Financial Planning Program
St. Sebastians CDS
PwC September 2012 - Present
Bloomberg December 2010 - July 2012
Thomson Reuters September 2010 - December 2010
Barclays Capital May 2010 - August 2010
RecycleBank September 2009 - April 2010
MPD Washington DC November 2008 - August 2009
Hewlett Packard May 2007 - October 2008
UBS October 2006 - April 2007
Tata Consultancy Services June 2001 - October 2006
Skills
Data Warehousing, Business Intelligence, ETL, Data Modeling, Business Analysis, SDLC, Informatica, Databases, Oracle, Data Warehouse..., Business Objects, Sybase, Data Integration, Requirements Gathering, Microsoft SQL Server, Agile Methodologies, Enterprise Software, Database Design, Data Quality, OLAP, Data Governance, Business Analytics, Business Intelligence..., Master Data Management, Analytics, ERP, Decision Support, Big Data, Information Management, Data Mining, Business Performance..., Content Management, Information Architecture, Oracle SQL, Unix Shell Scripting, MySQL, Crystal Reports, Data Analysis, Data Architecture, Data Services, Strategic Data Analysis, Semantic Web, Semantic Technologies, Semantic Modeling, Graph Databases, Data Mapping, Information Management..., Market Risk, Liquidity Risk, Financial Systems
Education
Indian Institute of Technology, Varanasi 1997 — 2001
Bachelor of Science (B.S.), Chemical Engineering
Wilsonia college 1981 — 1996
Banaras Hindu University
Bachelor of Technology (B.Tech.)
Citi March 2015 - Present
Goldman Sachs June 2014 - August 2014
FXCM June 2013 - May 2014
UBS October 2012 - December 2012
BNY Mellon June 2012 - August 2012
Skills
Fixed Income, Foreign Exchange
Education
Baruch College, City University of New York (CUNY) 2011 — 2014
Bachelor of Business Administration (BBA), Statistics and Quantitative Modeling
Terrie O'Connor Realtors January 2014 - Present
UBS September 2013 - 2013
Amy Cunningham Local Artist March 2013 - 2013
Ramapo College of New Jersey 2009 - 2013
Rosielee Cup June 2012 - August 2012
Mack Brandons Gospel Extravaganza 2011 - 2011
Skills
Real Estate, MIG welding, Adobe Creative Suite, High-end Retouching, Digital Photography, People Skills, Microsoft Office, Mac OS, Epson Printers and..., Capture One, Analog Photography
Education
Aveda Institute-New York 2014 — 2015
Ramapo College of New Jersey 2009 — 2013
Bachelor of Arts (BA), Photography, Sculpture
School of Visual Arts 2008 — 2009
Photography
Pascack Hills High School 2004 — 2008
Trinity Hospital of Augusta June 2012 - Present
L.V. Stabler Memorial Hospital June 2010 - June 2012
Trinity Hospital of Augusta December 2008 - June 2010
Poplar Bluff Regional Medical Center 2006 - 2009
UBS 2003 - 2006
Memorial Hospital at Gulfport 2001 - 2001
Northeast Regional Medical Center 1997 - 2000
University of Missouri Health Care 1998 - 1998
Skills
Healthcare Management, Healthcare, Strategic Planning, Contract Negotiation, EHR, Leadership, Healthcare Consulting, PowerPoint, Process Improvement, Program Management, System Administration, Hospitals, Physician Relations, Operations Management, Leadership Development, Revenue Cycle, Healthcare Information..., Medicaid, Medicare, Physicians, Budgets, EMR, Policy, HIPAA, Analysis, Team Building, Public Speaking, Customer Service, Managed Care, Practice Management, JCAHO, Healthcare Industry, Revenue Cycle Management
Education
Austin Peay State University 2000 — 2001
MHA, Healthcare Administration
Truman State University 1995 — 2000
BS, Healthcare Administration
New Franklin
ATP May 2006 - October 2013
UBS July 2005 - December 2005
Military April 2001 - April 2002
Sport Brinkman and Tennis Point January 1997 - January 2000
Skills
Coaching, Leadership, Tennis, Training, Recruiting, Fundraising, Sales, Project Planning, Sports Marketing, Event Planning, Public Speaking, Event Management, Social Media, PowerPoint, Social Media Marketing, Microsoft Office, Marketing Communications, Teaching, Research, Microsoft Excel
Education
Azusa Pacific University 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General, 3.96
Azusa Pacific University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Boston Consulting Group December 2012 - 2015
UBS September 2012 - December 2012
Consultant March 2012 - August 2012
Point72 Asset Management, L.P. December 2007 - 2012
Thomson Reuters July 2006 - March 2007
Thomson Reuters May 2004 - June 2006
Thomson Reuters March 2000 - April 2004
Skills
Market Data, Factset, Thomson One, Bloomberg, Reference Data, Financial Markets, Hedge Funds, Equities, Contract Negotiations, Contract Management, Vendor Management, Vendor Relations, Reuters, Strategic Partnerships, Partner Management, S&P, Cost Reduction, Compliance, Content Strategy, Alliances, Options, Electronic Trading, Asset Management, Equity Research, Contract Negotiation, Fixed Income, Alternative Investments, Trading Systems, Capital Markets, Business Alliances, Thompson One, Investment Banking, Trading, Research, Procurement, Process Improvement
Education
Babson College
Bachelor of Science (B.S.), Finance
Bentley University
MBA, Finance / Investments
J.P. Morgan June 2010 - March 2014
BNP Paribas May 2006 - May 2010
UBS February 2004 - May 2006
Skills
Capital Markets, Fixed Income, Equities, Derivatives, Investment Banking, Hedge Funds, Asset Management, Valuation, Trading, Financial Modeling, Series 7, Portfolio Management, Bloomberg, Private Equity, Investments, Series 24, Series 66, Private Banking, Equity Capital Markets, Capital Raising, Alternative Investments, Institutional Sales, Relationship Management, Sales, New Business Development, Product Development, Pre-IPO, Structured Products, Loans, CTA, Consulting, Venture Capital, Start-up Consulting, Start-up Ventures
Education
Babson College
Bachelor of Science (BS), Business Administration and Management
American School in London
High School
38 Ventures May 2015 - Present
Boston Harbor Angels September 2014 - June 2015
Sandler & Company, P.C. June 2014 - August 2014
UBS May 2014 - August 2014
East Coast Property Management May 2013 - July 2013
Newman Dignan & Sheerar May 2012 - June 2012
Skills
Economics, Microsoft Excel, Research, Econometrics, Statistics, Leadership, PowerPoint, Financial Analysis, Entrepreneurship, Public Speaking, Stata, Management, Data Analysis, Time Management, Market Analysis, Microsoft Office, Mathematical Economics, SAS, Social Media, Microsoft Word, Facebook, Matlab, Morningstar, MailChimp, Pro Forma Development, Teamwork, Mathematics, Multivariable Calculus, Differential Equations, Microeconomics, Macroeconomics, Empirical, Social Networking, LinkedIn, Financial Modeling, Open Minded, Ready to Learn, Get Along Well with..., Enthusiasm to learn, Working Smarter, LaTeX, SPSS, Finance, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2015
Master’s Degree, Management in Entrepreneurial Leadership, Magna Cum Laude: 3.62/4.00
Colgate University 2010 — 2014
Bachelor of Arts, Economics and Mathematics
Danish Institute of Study Abroad 2012 — 2012
Study Abroad Program, Global Economics
Pfizer February 2015 - Present
Ocean Spray Cranberries June 2013 - December 2013
Arch Insurance Group August 2010 - September 2011
Eagle Ship Management August 2009 - August 2010
Eagle Shipping International August 2008 - July 2009
UBS August 2007 - December 2007
Skills
Business Analysis, Financial Analysis, Risk Management, Equities, Finance, Strategic Planning, PowerPoint, Negotiation, Team Leadership, Analysis, Energy, Databases, Bloomberg, Customer Service, Financial Modeling, Budgets, Corporate Finance, Financial Reporting, Derivatives, Due Diligence, Business Strategy, Banking, Portfolio Management, Outlook, Accounting, Management Consulting, Investments, SDLC, Microsoft Excel, Management, Business Planning, Valuation, Operations Management, Project Management, Managerial Finance, Sarbanes-Oxley Act, Capital Markets, Process Improvement, Access, Insurance, Business Process..., Data Analysis, Team Building, Change Management, Forecasting, Strategic Financial..., Microsoft Office, Research, Project Planning, Project Portfolio...
Education
Northeastern University 2012 — 2014
Master of Business Administration (MBA)
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration in Finance & Investments, Minor in Political Science
Babes Bolyai University, Cluj Napoca 1997 — 2001
Bachelor of Arts in English, English & Romanian Language and Literature
Goldman Sachs May 2015 - Present
State Street Global Markets August 2014 - November 2014
American Express December 2013 - April 2014
RiO Industrial Limited January 2012 - August 2013
Forex Signs Inc. February 2011 - May 2011
UBS August 2010 - December 2010
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Financial Analysis, Valuation, Economics, Corporate Finance, Microsoft Excel, Fixed Income, PowerPoint, Investments, Financial Markets, Management, Finance, Equity Research, Budgets, VBA, Equities, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Investments
立教大学 / Rikkyo University 2011 — 2011
Study Abroad, Japanese and East Asian Business Management, Marketing Organization and Strategies
Shanghai University 2009 — 2009
Study Abroad, Chinese Economic Reform, Chinese Culture and Conversational Mandarin
BookMovement.com January 2004 - Present
UBS June 2008 - August 2008
William Morris Agency January 1998 - October 1999
William Morris Agency May 1997 - January 1998
Skills
Digital Media, Publishing, Research, New Media, Leadership, Business Development, Strategic Planning, Business Strategy, Financial Modeling, Entrepreneurship
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
M.B.A., Finance, Financial Instruments & Markets
Barnard College 1994 — 1997
Bachelor of Arts, English Literature
Phillips Exeter Academy
Old National Investments May 2008 - Present
UBS November 2005 - May 2008
Education
Ball State University 1981 — 1985
BS, Finance
UBS August 2013 - May 2015
UBS Investment Bank June 2012 - August 2012
Bloomberg L.P. June 2011 - August 2011
James Madison High School January 2007 - May 2009
Skills
Microsoft Office, SAP, Bloomberg Terminal, Photoshop, Mandarin, Cantonese, PowerPoint, Financial Analysis, Research, Microsoft Excel, Microsoft Word, Outlook, Financial Reporting
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
BBA, Accounting
UBS 1983 - Present
PaineWebber Group, Inc. January 1995 - July 2000
Kidder Peabody & Co., Inc 1986 - 1995
Education
Babson College 1978 — 1982
BS, Finance/Marketing
Deutsche Bank April 2015 - Present
TD Bank January 2011 - Present
TIAA-CREF June 2008 - December 2010
UBS August 1998 - April 2008
UBS August 1995 - August 1997
Prudential Financial June 1985 - August 1995
Skills
Management, Marketing Communications, Product Management, Marketing, Advertising, Marketing Strategy, Training, Sales Operations, Program Management, Asset Management, Strategy, Equities, Financial Services, Portfolio Management
Education
Barnard College 1981 — 1985
BA, English Major Economics Minor
Portland General Electric February 2015 - Present
Huron Consulting Group November 2010 - January 2015
CoreLogic June 2009 - October 2010
PNC bank June 2007 - March 2009
SolutionsIQ March 2007 - June 2007
UBS September 2006 - February 2007
CSG International May 2006 - August 2006
SC Johnson March 2006 - May 2006
Valassis October 2005 - February 2006
Sonta Software - Fidelity Investments October 2004 - August 2005
Skills
Finance, Data Warehousing, ETL, Business Analysis, E-commerce, T-SQL, SSRS, Business Process, ASP, Web Services, XML, Agile Methodologies, Databases, Leadership, WCF, SSIS, ASP.NET, Retail, Microsoft SQL Server, Scrum, SQL, Database Design, .NET, Data Modeling, Portals, SOA, SDLC, C#, IIS, SharePoint, TFS, ASP.NET MVC, Visual Studio, VB.NET, Crystal Reports, SQL Server Management..., VBScript, Web Applications
Education
Bangalore University 1987 — 1991
Engineering, Mechanical, computers
Deloitte September 2015 - Present
BNC Co., Ltd. May 2014 - August 2014
Wellesley Investment Advisors, Inc. February 2014 - April 2014
UBS December 2012 - February 2013
Skills
Microsoft Excel, Social Media, PowerPoint, Financial Analysis, Microsoft Word, Teamwork, Microsoft Office, Public Speaking, Research
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2015
Master of Science in Accounting
Babson College 2011 — 2015
Bachelor’s Degree, Accounting
Sophia University 2013 — 2014
Study Abroad
Iolani School
High School
Bank of America December 2014 - Present
Citizens Bank April 2009 - December 2014
Citizens Bank June 2005 - April 2009
Citizens Bank April 2003 - June 2005
UBS July 2001 - April 2003
First Union National Bank May 1998 - July 2001
Skills
Retail Banking, Consumer Lending, Commercial Lending, Financial Services, Loans, Credit Analysis
Education
Kutztown University of Pennsylvania 1991 — 1996
BA, Business Administration
LaSalle University
MBA Candidate, Finance and Accounting Concentrations
Babson College
Executive Education Program
UBS September 2002 - Present
Skills
Leadership, Customer Service, Management, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Training, Photoshop, English
Education
Babson College 1999 — 2002
Bachelor of Science (B.S.), Finance, Entrepreneurship
Colegio Emil Friedman 1986 — 1998
McHugh Financial LLC January 2007 - Present
Team Beachbody January 2009 - Present
Joe McHugh for State Representative April 2014 - August 2014
United States Marine Corps October 2008 - July 2013
Calusa Investments LLC September 2005 - January 2007
CampaignAssistant LLC March 2004 - August 2005
GXS March 2003 - March 2004
Michigan State House May 2002 - November 2002
UBS June 2001 - June 2002
Skills
Military Logistics, Strategic Planning, Team Leadership, Team Building, Web Marketing, Business Development, Public Speaking, Strategic Partnerships, New Business Development, Sales, Account Management, Salesforce.com, Sales Management, Customer Engagement, Enthusiastic..., Coaching, SaaS, Entrepreneurship, Sales Operations, Project Planning, Management, Military, Social Media, Marketing, Strategy, Program Management, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Entrepreneurship & Finance
Michigan State University 1996 — 2000
Bachelor of Arts, International Relations & Political Economy
BlackRock June 2015 - Present
New York Life Insurance Company April 2014 - May 2015
New York Life Insurance Company June 2010 - April 2014
UBS May 2009 - September 2009
Skills
Insurance, Finance, Investments, Securities, Life Insurance, Microsoft Office, Social Media, Leadership, Management, Microsoft Excel, Financial Analysis, PowerPoint, Research, Analysis, Public Speaking, Customer Service
Education
Baruch College 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General, 3.50
Manhattan College 2006 — 2010
Bachelor's Degree, Finance & Economics, 3.93 (Summa Cum Laude)
Merrill Lynch November 2009 - Present
UBS December 2004 - November 2009
Rotary International 2008 - 2009
Rotary International 2008 - 2009
US Army January 1991 - October 2004
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Asset Allocation, Strategic Financial..., Series 63, Retirement, Portfolio Management, Investment Advisory, Equities, Securities, Investment Strategies, Fixed Income, Financial Advisory, Uniform Combined State..., Asset Management, Alternative Investments, Estate Planning, Financial Services, Wealth Management..., IRAs, Long-term Care, Mortgage Lending, Series 65, Loans, ETFs, 401k, Investment Management, Fixed Annuities, Financial Risk, Bonds, Credit, Wealth, Relationship Management, Insurance, Term Life Insurance, Banking, High Net Worth..., Options, Separately Managed..., Series 6, Variable Annuities, Roth IRA, College Savings Plans, Saving for Education, Hedge Funds, Wealth Accumulation, Risk Management
Education
Webster University 2001 — 2003
Master of Business Administration (MBA), Finance, General, 3.6
Ball State University 1994 — 1998
Bachelor of Arts (BA), CJC, 3.2
FLW
FLW
UBS Investment Bank June 2012 - Present
John Hancock Life Insurance Company (U.S.A.) September 2010 - January 2012
UBS June 2011 - August 2011
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2011
Skills
Equities, Bloomberg, Financial Analysis, Corporate Finance, Economics, Investments, Microsoft Excel, Market Research, Finance, PowerPoint
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.), Finance, Economics
Temple Israel of Great Neck 2011 - Present
SHAI 1994 - Present
UBS 1998 - 2001
Skills
Fundraising, Marketing Strategy, Non-profits, Nonprofits, Public Speaking, Research, Strategic Planning
Education
Columbia University - School of International and Public Affairs 1999 — 2000
MIA, International Finance and Banking
Barnard College 1995 — 1999
BA, Economics
UBS June 2015 - Present
ECFM, L.P. January 2012 - March 2013
Prudential Financial February 2000 - November 2010
Merrill Lynch November 1995 - February 2000
Smith Barney 1993 - 1995
Skills
Options, Derivatives, Bloomberg, Trading, Equities, Commodity, Trading Systems, FINRA, Hedge Funds, Fixed Income, Investment Management, Alternative Investments, Financial Markets, Risk Management, Electronic Trading, Portfolio Management, Investment Strategies, Proprietary Trading, FX Options, Trading Strategies, Mutual Funds, Securities, Microsoft Excel, Volatility, Currency, Middle Office, Settlement, Hedging, Front Office, Back Office, Client Relations Skills, Manage Client..., Reuters, Futures Trading, FX trading, FX Derivatives, Market Research, Online Research, Collateral Management, Collaborative Problem..., Bonds, Equity Trading, Equity Derivatives, ETFs, Prime Brokerage, Asset Allocation, Asset Management, Technical Analysis, Market Data, VBA
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance
City University of New York-Baruch College - Zicklin School of Business
UBS March 2015 - Present
HEINEKEN International December 2012 - December 2014
NorthPoint Consulting Group June 2011 - December 2012
Reed Elsevier 2007 - June 2011
Fathom Consulting Group ( now Cognizant Technology Solutions) 2007 - 2008
NorthPoint Consulting 2001 - 2006
Accenture 1990 - 2000
Skills
Outsourcing, Process Improvement, Change Management, Project Management, IT Strategy, Management, CRM, Data Center, Governance, Executive Management, Integration, Vendor Management, Program Management, Management Consulting, Strategic Planning, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business
Graduate of the Executive Leadership Program
Bournville College, England
BA Business, Business Administration and Management, General
Automatic Laundry Services Co., INC June 2010 - Present
Newton North High School Girl's Varsity Soccer August 2014 - Present
Acton-Boxborough Girl's Varsity Soccer August 2010 - December 2010
UBS June 2008 - August 2009
Skills
PowerPoint, Microsoft Excel, Outlook, Public Speaking, Management, Microsoft Office, Microsoft Word, Customer Service, English, Windows, HTML, RouteTech, Quantum, Google Analytics, Microsoft Publisher, Adobe, Front End Web...
Education
Babson College 2006 — 2010
Bachelor of Science (B.S.), Marketing and Economics
Noble & Greenough 2004 — 2006
General Assembly
General Assembly
Foundation Source January 2015 - Present
SUPERSTRUCTURES: Engineers + Architects August 2012 - December 2014
Sankel, Skurman & McCartin, LLP January 2005 - April 2011
UBS January 2009 - May 2009
Follet/Baruch College August 2004 - March 2005
Skills
Accounts Receivable, Accounts Payable, General Ledger, Accounting, Payroll, PowerPoint, Financial Statements, Microsoft Excel, Peachtree, Albanian, Tax Accounting, Financial Analysis, GAAP, Westlaw, Timeslips, Financial Accounting, Lexis, Human Resources, Deltek, FASB, Private Foundations, Invoicing, GoSystems
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2014
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College - Zicklin School of Business 2004 — 2009
Bachelor of Business Administration (BBA), Finance & Investments
Prairie Crossing Charter School August 2015 - Present
Self-employed Owner/ TeacherLoving Home Daycare2011 - July 2015
KinderCare June 2007 - August 2009
Waukegan Public Schools February 2004 - June 2007
UBS June 1997 - October 2003
Barat of DePaul September 2002 - March 2003
Lindenhurst Early Childhood Center August 1995 - June 1997
Camp Hastings Lake YMCA May 1995 - August 1995
Skills
Elementary Education, Preschool, Financial Advisory, Cpr Certified, First Aid, Lesson Planning, Lessons, Behavioral Modeling, Positive Behavior..., Potty Training, Communication, Published Author, Computer Proficiency, Special Education, Classroom, Early Childhood..., Teaching, Tutoring
Education
Barat College of DePaul University
Bachelor of Arts (B.A.), Elementary Education and Teaching
College of Lake County
Associate of Arts (A.A.), Education
Cognizant 2015 - Present
Cognizant Technology Solutions January 2010 - August 2015
UBS September 2007 - April 2010
Inductis India Private Limited February 2006 - August 2007
EXL - Decision Analytics 2007 - 2007
Inductis, An EXL Company 2006 - 2007
Perot Systems September 2004 - February 2006
Skills
Data Analysis, Analytics, Programming, Oracle SQL, Risk Management, Data Modeling, Statistics, Business Analysis, Analysis, Optimization, Competitive Analysis, Databases, Equities, Oracle SQL Developer, Requirements Analysis, SQL, Unix, Financial Modeling, PL/SQL, Management Consulting, Oracle, Management, Team Management, Project Management, Investment Banking, Strategy, Consulting
Education
Banaras Hindu University 1999 — 2003
Bachelor of Technology, Chemical Engineering and Technology
Indian Institute of Technology (Banaras Hindu University), Varanasi 1999 — 2003
B. Tech., Chemical Engineering
St Michaels High school 1996 — 1998
XII, English, Mathematics, Science
Don Bosco Academy 1986 — 1996
Xth, English, Hindi, Mathematics, Science, Social Studies
Realty Executives - Najjar Group August 2002 - Present
Prudential Douglas Elliman January 2011 - January 2012
UBS January 2000 - October 2001
Harrison & Star Advertising January 1997 - August 1999
Skills
ABR, Sellers, Real Estate, Rentals, Residential Homes, Leases, Buyers, Waterfront, e-PRO, First Time Home Buyers, Buyer Representation, Townhomes
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Bachelor of Business Administration, Finance & Investments
Wagner High School 1990 — 1995
American Eagle Outfitters October 2012 - Present
UBS August 2005 - October 2012
Deutsche Bank Securities/RBC Capital Markets July 2002 - August 2004
Deutsche Bank Securities July 1999 - June 2002
Skills
Building Relationships, Relationship Management, Financial Modeling, Corporate Finance, Strategic Planning, Multi-channel Retail, Equity Research, Competitive Analysis, Business Strategy, Forecasting
Education
Babson College 1996 — 2000
Archbishop Molloy
Standard & Poor's, A Division of The McGraw-Hill Companies 2008 - Present
UBS December 2006 - April 2008
UBS Financial Services Inc 2006 - 2008
Credit Suisse August 2006 - December 2006
Morgan Stanley September 2004 - July 2006
UBS March 2004 - September 2004
Citibank September 2003 - February 2004
BCPS June 2002 - September 2003
Merck December 2001 - May 2002
NexGen Interactive Systems 2000 - 2002
Skills
Sybase, Fixed Income, Investment Banking, Capital Markets, Business Analysis, Data Warehousing, Derivatives, Project Management, Leadership, Valuation, Equities, Management, Financial Services, Software Development, SDLC, SOA, Agile Methodologies, Financial Modeling, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Master of Business Administration (MBA), Finance, International business
College of Engineering Pune 1994 — 1998
BE
UBS April 2013 - Present
EMC January 2011 - April 2013
Pershing July 2010 - January 2011
Fidelity Investments 2007 - 2010
Morgan Stanley Investment Management 2004 - 2006
UBS Wealth Management 2000 - 2004
PaineWebber 1995 - 2000
Kidder Peabody 1992 - 1995
Atalanta/Sosnoff Capital Corporation 1986 - 1992
Skills
Product Management, Program Management, Investments, Management, Product Development, Asset Managment, Securities, Wealth Management, Mutual Funds, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1990
MBA
City University of New York-Baruch College - Zicklin School of Business 1983 — 1986
BBA
New York University - Polytechnic School of Engineering 1980 — 1982
Stuyvesant HS 1977 — 1980
ForeignExchange Translations October 1998 - Present
Harvard Translations June 1996 - September 1998
Leading Market Technologies May 1995 - June 1996
Harvard Translations November 1992 - May 1996
UBS 1982 - 1985
Skills
Localization, Leadership, Translation, Multilingual, Technical Translation, Medical Devices, Globalization, Internationalization, Proofreading, E-Learning, Biotechnology, Content Management, Regulatory Affairs, Clinical Trials, Language Services, Patents, English, Editing, Foreign Languages, Website Localization, Information Technology, Sop, Online Help, Adobe Creative Suite, Linguistics, Thought Leadership, InDesign, Training, Entrepreneurship, Quality Assurance, Desktop Publishing, Trados, Software Documentation, Technical Documentation, German, Publishing, International Business, Marketing, Legal Translation, International Project..., Technical Writing, Global Business..., CRO, Email Marketing
Education
KV Zurich 1982 — 2004
KV, Business
Babson College 1985 — 1988
Business Administration
Postmates May 2015 - August 2015
UBS June 2014 - August 2014
Babson Players December 2013 - May 2014
GripStrip September 2013 - May 2014
Dilworth Neighborhood Grille May 2012 - August 2013
Skills
R Programming, Java Programming, Wealth Management, Financial Advisory, Foreign Languages, Organizational Behavior, Entrepreneurship, Mathematics, Writing, Microsoft Technologies, Marketing Strategy, Teamwork, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office, Social Media
Education
Babson College 2013 — 2017
BS, Business Administration and Management, Business Analytics & Quantitative Methods, GPA: 3.5
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2015 — 2016
Charlotte Country Day School 2001 — 2013
High School Diploma
Freed Associates August 2015 - Present
Berkeley Research Group LLC January 2014 - July 2015
Room to Read June 2011 - December 2014
Huron Consulting Group July 2013 - December 2013
Huron Consulting Group January 2011 - June 2013
Mount Sinai Medical Center May 2010 - January 2011
Prudential Financial October 2009 - December 2010
Camp Laurel South June 2009 - August 2009
UBS June 2008 - August 2008
Oppenheimer & Co. May 2007 - January 2008
Skills
Analysis, Management, Training, Strategic Planning, Data Analysis, Financial Modeling, Microsoft Office, Project Management, Research, Nonprofits, Process Improvement, Leadership, Event Planning, Finance, Strategy, Microsoft Excel, Community Outreach, Financial Analysis, Marketing
Education
Barnard College 2005 — 2009
BA, Economics, Sociology
UBS February 2015 - Present
City of Clarksville August 2014 - November 2014
Fort Campbell Federal Credit Union June 2014 - August 2014
Lodo January 2013 - June 2013
Zeb's Trading Company August 2010 - December 2012
Skills
Time Management, Teamwork, Finance, Financial Analysis, Financial Accounting, Outlook, Organization, Reliability, Customer Satisfaction, Microsoft Office, Team Leadership, Microsoft Word, Microsoft Excel, Accounting, Access, Statistics, Customer Service, Communication Skills, Creative Problem Solving, Tutoring, PowerPoint, Sales, Team Building, Highly Reliable, Strategic Planning, Accounts Receivable, Accounts Payable, Data Entry, Leadership, Critical Thinking, Communication, Problem Solving
Education
Austin Peay State University 2013 — 2014
Bachelor of Business Administration (BBA), Finance, 3.45
Western Michigan University - Haworth College of Business 2012 — 2013
Bachelor of Business Administration (BBA)- Transfer, Accounting and Finance, 3.0
Kalamazoo Valley Community College 2010 — 2012
PCHS 2007 — 2010
High School Diploma, 3.2
Marubeni America Corporation September 2007 - Present
Mizuho Corporate Bank / Fuji Bank Ltd. September 1999 - September 2007
Global Alliance Inc. September 1997 - August 1999
UBS April 1991 - September 1997
Skills
Mergers & Acquisitions, Management, Banking, Sales, Marketing, Sales Management
Education
Babson Collage F.W. Olin Graduate School of Business 1989 — 1990
Master of Business Administration (MBA), Finance and Marketing
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1990
Master of Business Administration (M.B.A.), Finance and Marketing
立教大学 / Rikkyo University 1979 — 1983
Bachelor of Arts (BA), Economics
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase September 2011 - September 2015
JPMorgan Asset Management July 2007 - August 2011
JPMorgan Chase July 2006 - December 2006
Morgan Stanley June 2005 - May 2006
UBS June 2004 - August 2004
Skills
Equities, Derivatives, Securities, Industry Analysis, Asset Management, Valuation, Portfolio Management, Competitive Analysis, Investments, Equity Research, Strategy, Financial Risk, Bloomberg Terminal, Hedge Funds, Mutual Funds, Analysis, Options, Bloomberg, Financial Modeling, Fixed Income
Education
Macaulay Honors College at Baruch College 2003 — 2008
BBA, Finance
Baruch College, City University of New York (CUNY) 2003 — 2007
B.B.A., Finance and Investments
UBS July 2015 - Present
LifePoint Health November 2014 - July 2015
21st Century Oncology January 2013 - October 2014
SWFL Regional Technology Partnership February 2014 - August 2014
NWN Corporation June 2012 - January 2013
Cogent HMG January 2012 - May 2012
Cogent HMG December 2009 - January 2012
Cogent Healthcare April 2008 - December 2009
Hot Topic November 2005 - April 2007
Community Education Partners January 2005 - September 2005
Skills
Budgets, Team Building, Project Management, Process Improvement, Leadership, Netscaler, Citrix, Apple, iPhone, iPad, Mac OS X, Product Life Cycle, Virtualization, Storage Area Networks, Datacenter..., Incident Management, Healthcare Information..., OS X, Laptops, Networking, Disaster Recovery, Vendor Management, Cloud Computing, A+ Certified, Blackberry Enterprise..., Troubleshooting, Microsoft Exchange, Active Directory, Group Policy, Software Documentation, Integration, Windows, Data Center, Windows Server, Technical Support, Computer Hardware, SharePoint, EHR, Crystal Reports, Access, IT Strategy, VMware ESX, Cisco Technologies, VMware, XP, Windows 7, System Administration, Security, HIPAA, Management
Education
Austin Peay State University
Bachelor of Applied Science (BASc)
ITT Technical Institute-Nashville
Associate of Science (A.S.)
BNY Mellon April 2015 - Present
Credit Suisse October 2014 - April 2015
Credit Suisse March 2013 - October 2014
UIOLI January 2013 - March 2013
UBS Investment Bank June 2012 - November 2012
UBS January 2011 - July 2012
Microsoft September 2007 - January 2011
Intel Coropration February 1997 - July 2007
In Other Words, Ltd. 2001 - 2006
Kibbutz Ein Hashofet 1996 - 1997
Skills
financial services, Wiki Development, Technical Writing, Marketing Communications, CEP, Product Training, User Training, Project Management, Social Media Marketing, Social Networking, Economics, Diversity, Web Content, Customer Engagement, Customer Retention, User Experience, Testing, Graphic Design, Product Design, Programming Languages, Big Data, Cloud Computing, Analytics, Networking, Technical Presentations, Presentation Design, Strategic Collaboration, New Business Development, Coordinate Meetings, Jive, Confluence, hebrew, Project Planning, Marketing Strategy, Business Development, Business Analysis, Liasoning, Information Architecture, Content Strategy, Manuals, Online Help, Software Documentation, Technical Documentation, Strategy, Management, Leadership, Software Development, Marketing, Writing, RoboHelp
Education
University of Wisconsin-Madison 1994 — 1995
M.A., Economics
Barnard College 1988 — 1992
BA, Political Economy
Nyack High School 1988 — 1992
Lycee Leon Blum 1987 — 1988
BAC - Francais, French Language and Literature
Jewish Theological Seminary (J.T.S.) 1984 — 1988
Judaics
Bartle Bogle Hegarty NY July 2014 - Present
Cambridge Career Consulting May 2014 - Present
Baruch College January 2014 - Present
Applico February 2013 - June 2014
Deloitte Consulting July 2010 - February 2013
MSC Industrial Supply August 2008 - July 2010
Thermo Fisher Scientific January 2008 - May 2008
UBS May 2007 - August 2007
Skills
Human Resources, Employment Law, HR Policies, Strategic Human..., Organizational..., Employee Relations, Employee Benefits, Organizational Culture, Talent Management, Recruiting, Career Development, Career Skills, Talent Acquisition, Onboarding, Training, New Hire Orientations, PeopleSoft, Temporary Placement, Succession Planning, Applicant Tracking..., Leadership, Leadership Development, Employee Training, Management, Project Management, Hiring, HRIS, Workforce Planning, College Recruiting, Deferred Compensation, Personnel Recruiting, Process Improvement, Training Delivery, Data Analysis, Performance Metrics, Personnel Selection, Strategy, Personnel Management, Compliance, Vendor Management, Training & Development, Recruitment/Retention, Mediation, Employee Recognition, COBRA, Payroll, Benefits Administration, 401k, Performance Management, HR Consulting
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master's Degree, Executive Masters of Industrial & Labor Relations
Bentley University 2005 — 2008
Bachelor's Degree, Management Minors: Law and Sociology
Sacred Heart Academy 2001 — 2005
High School
UBS January 2015 - Present
UBS September 2012 - December 2014
UBS November 2010 - September 2012
RetireLife December 2009 - May 2010
AIG May 2008 - August 2008
Skills
Series 7, Financial Analysis, Financial Modeling, Financial Reporting, Bloomberg, Due Diligence, Fixed Income, Wealth Management, Equities, Analysis, Securities, Financial Services, Series 66, Microsoft Office, Workforce Optimization, Cost Savings Strategies, Business Strategy, Workforce Management, Change Management, Green Belt, Cost Saving Initiatives, Change Leadership
Education
Babson College 2006 — 2010
BS, Finance, Law
St. George's School 2003 — 2006
JPMorgan Chase December 2013 - Present
Barclays Wealth and Investment Management May 2010 - November 2013
Standard & Poor's October 2009 - February 2010
Infogix April 2009 - September 2009
Goldman Sachs December 2007 - April 2009
UBS February 2007 - November 2007
Sasken August 2002 - January 2007
BPL Telecom July 2000 - July 2002
Education
Bangalore University 1995 — 1999
Bachelor of Engineering (BE), Mechanical Engineering
UBS January 2009 - Present
Merrill Lynch January 2000 - January 2009
Northwestern Mutual Life September 1985 - January 2000
Skills
Wealth Management, Series 7, Asset Management, Retirement Planning
Education
Ball State University 1981 — 1986
Bachelors of Science, Business
North Central High School 1979 — 1981
Cablevision November 2014 - Present
TEN: The Enthusiast Network March 2007 - November 2014
Hearst Magazines June 2006 - February 2007
Primedia March 2003 - June 2006
CMP Media February 1997 - March 2003
Lucidity, Inc October 1999 - December 2000
UBS September 1996 - February 1997
Dreyfus March 1996 - August 1996
Skills
E-commerce, Drupal, Wordpress, Web Development, Project Management, CSS, Start-ups, Management, JavaScript, Google Analytics, Web Content Management, HTML, Social Media, Social Media Marketing, Budgets, MySQL, WordPress, Apache, Software Development, Strategy, Business Analysis, Program Management, Quality Assurance, Databases, Oracle, Web Applications, Agile Methodologies, Business Intelligence, System Administration, HTML 5, Agile Project Management, jQuery, SDLC, Database Design, HTML5, Publishing, Digital Media, Mobile Applications, Digital Strategy, Online Advertising
Education
Bard College
BA, Mathematics
Columbia University in the City of New York
BS, Mechanical Engineering
High School of Art & Design
High School Diploma, Architecture
Barclays Wealth 2010 - Present
UBS September 2008 - July 2010
Lehman Brothers July 2004 - September 2008
Lehman Brothers June 2003 - August 2003
Price Waterhouse Coopers June 2002 - July 2002
Skills
Equities, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Asset Management, Financial Modeling, Bloomberg, Capital Markets, Investment Banking, Private Equity, Series 7, Securities, Valuation, Derivatives, Financial Services, Wealth Management, Asset Allocation, Due Diligence, Financial Analysis, Finance, Mutual Funds, Investment Management, Trading, Risk Management, Series 63, Investment Strategies, Strategy, Emerging Markets, Equity Research, Investments, Analysis, Management, Banking, Investment Advisory, Financial Markets, Entrepreneurship, Bonds, Options, Venture Capital, Market Research, Microsoft Excel, Leadership, Financial Planning, Sales, Structured Products, Relationship Management
Education
Babson College 2000 — 2004
BS, Business Administration and Finance
Thomson Reuters January 2015 - Present
Morgan Stanley Investment Management July 2012 - May 2014
Citi August 2011 - May 2012
Goldman Sachs March 2011 - July 2011
Thomson Reuters September 2008 - January 2011
Debevoise & Plimpton February 2008 - May 2008
UBS February 2007 - December 2007
Bank of America March 2002 - December 2006
Merrill Lynch September 2001 - February 2002
ABN AMRO Bank N.V. December 2000 - September 2001
Skills
Project Management, Program Management, IT Infrastructure..., Network Administration, Windows 7, Business Analysis, ITIL, Change Management, Risk Management, Fishing, Management, PMO, Microsoft SQL Server, PMP, Six Sigma, Market Data, Full SDLC, Cross-functional Team..., SQL, Offshore Management, Team Management, Project Planning, Disaster Recovery, Business Continuity, IT Management, Integration, Networking, Requirements Analysis, SDLC, System Administration, Windows Server
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
Master’s Degree, Information Technology Project Management
City University of New York-Hunter College 1996 — 2002
Bachelor's Degree, Economics / Computer Science
1Life Wellness Centers July 2014 - June 2015
1Life Wellness Centers 2005 - July 2014
SunTrust Bank April 1994 - October 1999
UBS 1990 - 1994
Credit Suisse 1988 - 1990
Skills
Public Speaking, Wellness, Coaching, Strategic Planning, Fitness, Negotiation, Leadership Development, Healthcare, Microsoft Office, Marketing, New Business Development, Team Building, Customer Service, Teaching, Leadership, Training, Fundraising, Management, Organizational..., Event Planning, Business Strategy, Business Planning, Change Management, Social Media, Management Consulting, Strategy, Team Leadership, Community Outreach, Public Relations, Program Management, Executive Coaching, Recruiting, Sales Management, Team Management, Staff Development, Business Development, Project Management, Marketing Communications, Mergers & Acquisitions, Project Planning, Account Management, Budgets, Sales, Market Research, Outsourcing, CRM, Commercial Lending, Wealth Management, Cultural Diversity, Multi-Cultural Team...
Education
Azusa Pacific University 2010 — 2012
Master’s Degree, Organizational Leadership, 4.0 / 4.0
Pace University 1991 — 1991
MBA, International Business
Fairleigh Dickinson University
Paralegal, Law, Honors
Montclair State University
Bachelor's Degree, German / Portuguese
UBS May 2015 - Present
Socius Communications May 2014 - June 2015
Gordon Building Movers May 2011 - August 2013
Fresh Bites Inc September 2012 - April 2013
Skills
Teamwork, Leadership, Microsoft Excel, Access, Minitab, @Risk, PowerPoint, Project Management, Social Media, Creative Problem Solving, Data Analysis, Economics, Quantitative Risk...
Education
Babson College 2012 — 2016
Dual Concentration: Computational and Mathematical Finance/Economics
Hingham High School 2008 — 2012
UBS June 2014 - August 2014
Carolina Herrera September 2013 - December 2013
Carolina Herrera May 2013 - August 2013
Skills
Film, Documentaries, Leadership, Blogging, Final Cut Pro, Copy Editing, Journalism, Creative Writing, Social Networking, Press Releases, Tumblr, Public Relations
Education
Barnard College 2013 — 2015
Bachelor of Arts, Political Science
Nuvolo Technologies August 2014 - Present
UBS April 2014 - August 2014
UBS July 2010 - November 2013
Morgan Stanley March 2008 - July 2010
Morgan Stanley October 2007 - July 2010
Morgan Stanley July 2002 - October 2007
Morgan Stanley July 2000 - July 2002
Philip Morris March 2000 - August 2000
Goldman Sachs July 1999 - March 2000
Computer Associates April 1999 - July 1999
Skills
Enterprise Architecture, Solution Architecture, Event Management, ITIL, Organizational Structure, Software Development, Strategy Development, Perl, Sybase ASE, Oracle, JavaScript, Database Design, MySQL, XML, SDLC, Agile, Waterfall, SOA, Red Hat Linux, Web Infrastructure, Netcool, Impact, CMDB, Resource Management, Team Leadership, Global Management, Global Delivery, Project Strategy, IT Strategy, IT Service Management, Leadership, Integration, Strategic Planning, Agile Project Management, Change Management, Linux, Databases, Release Management, Web Services, SaaS, Strategy, Infrastructure, Service Management, Architecture, IT Management, Software Project..., Unix, ITIL Certified, Incident Management, Application Architecture
Education
ITIL Certification Traning 2006 — 2007
ITIL Practitioner
City University of New York-Baruch College - Zicklin School of Business 1998 — 2004
Bachelors's in Computer Information Systems
PwC August 2011 - Present
UBS May 2010 - August 2010
Navigant Strategies May 2009 - August 2009
Education
Babson College 2009 — 2011
Bachelor of Science in Business Management, Computational and Mathematical Finance
Cross River Bank June 2013 - Present
Cross River Bank January 2012 - June 2013
Cross River Bank May 2008 - January 2012
UBS September 2005 - May 2008
H.A.S.C May 2002 - January 2007
Bais Ezra 2005 - 2007
Evergreen Funding Inc. August 2004 - September 2005
Skills
SBA Loans, Peer-2-Peer..., Commercial and..., Loans, Credit Analysis, Portfolio Management, Credit, Banking
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
M.B.A., Finance and Investments
City University of New York-Brooklyn College 2001 — 2005
Fordham Gabelli School of Business
Freshfields Bruckhaus Deringer December 2014 - Present
Sidley Austin LLP August 2014 - December 2014
Proskauer Rose LLP February 2013 - May 2014
Clerestory Capital Partners, LLC (LGT Capital Partners) January 2012 - November 2012
The Dilenschneider Group September 2009 - April 2011
UBS December 2008 - April 2009
Lehman Brothers, Inc. June 2006 - September 2008
Skills
Business Relationship..., Business Development, Client Development, Strategic Planning, Marketing Strategy, Communications Planning, Strategic Public..., Investor Relations, Marketing Research, RFP, Internal & External..., Non-profit Consulting, Event Marketing, Event Management, Persuasive Presentation..., Persuasive Writing, Fundraising, Editing, CRM software, Salesforce.com, Excel, CRM, Public Speaking, Press Releases, Event Planning, Leadership, Marketing, Microsoft Excel, Market Research, Management
Education
Ball State University 1999 — 2004
Bachelor's Degree, Organizational Communication
Affinity Apparel March 2015 - Present
BusinessPlans, Inc. October 2014 - March 2015
Ball State University August 2012 - May 2014
Family Medicine Residency Center May 2013 - August 2013
Hollins University August 2011 - May 2012
Estee Lauder June 2011 - August 2011
UBS January 2011 - February 2011
Skills
Event Planning, Public Speaking, Public Relations, Facebook, Editing, Research, Microsoft Office, Higher Education, Social Media, Blogging, Teaching, Leadership, Event Management, Community Outreach, Fundraising, Volunteer Management, Grant Writing, Creative Writing, Microsoft Word, Social Networking, PowerPoint, Student Development, Press Releases, Copy Editing, Critical Thinking, Photography, Student Affairs, Proofreading, Advertising, Spanish, Interviews, Nonprofits, Program Development, Customer Service, Communication, Microsoft Excel, Time Management, Writing, Social Media Marketing, Teamwork, Data Entry, Marketing, Qualitative Research, Outlook, Marketing Communications, Training, Office Management, SharePoint
Education
Ball State University 2012 — 2014
Master of Arts (M.A.), Organizational Communication, General
Hollins University 2010 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Red Ventures December 2014 - Present
Alexander Proudfoot July 2013 - December 2014
UBS January 2013 - July 2013
UBS Investment Bank June 2010 - January 2013
Babson College Writing Center September 2008 - August 2010
Skills
Agile Project Management, Data Analysis, Financial Modeling, Internal Controls, Process Control, Lean Process Improvement, Mergers & Acquisitions, Equities, Corporate Finance, Entrepreneurship, Management, Financial Analysis, Valuation, Financial Risk, Microsoft Excel
Education
Babson College 2006 — 2010
Bachelor of Science (B.S.), Finance, Entrepreneurship
UBS June 2013 - Present
Merrill Lynch 2009 - 2013
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Administrative..., Microsoft Office, Event Planning, Time Management, Office Management
Education
Bard College 2004 — 2008
Bachelor of Arts (BA), Music Performance, General
UBS November 2013 - Present
Goldman Sachs May 2001 - July 2013
ITernal Solutions Inc July 2000 - May 2001
HCL Perot Systems January 2000 - July 2000
Tata Infotech Limited September 1997 - January 2000
Skills
Project Management, SOA, Java, Sybase, XML, Software Design, C++, SQL, UML, MS Project, Spring, Informatica, CORBA, XSD, Rational Rose, Team Leadership, Software Design Patterns, HTML, JSP, Software Architectural..., Vendor Management, Vendor Relationships, Requirements Analysis, Software Project..., Spring Framework, SDLC
Education
Polytechnic Institute of NYU 2003 — 2006
MS, Computer Science
BMS College of Engineering, Bangalore 1994 — 1997
Bachelor of Engineering (B.E.), Information Technology
NYU Langone Medical Center April 2012 - Present
Buck Consultants June 2009 - January 2012
Buck Consultants June 2008 - August 2008
Holy Name Medical Center May 2007 - August 2007
UBS May 2006 - August 2006
Education
Babson College 2005 — 2009
BS, Quantitative Methods
JP Morgan Chase (via Randstad) April 2014 - Present
UBS Financial Services (via Aerotek) December 2013 - February 2014
UBS Financial Services (via Aerotek) October 2013 - December 2013
Sovereign Bank July 2011 - January 2013
UBS January 2010 - May 2010
Skills
Microsoft Excel, Pivot Tables, V-Lookup, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, Microsoft Access, Blackberry, Customer Service, Outlook, Access, PowerPoint, Investments, Bloomberg, Finance, Equities, Credit, Financial Modeling, Auditing, Analysis, Financial Reporting, Time Management, Vlookup, Accounting, Financial Accounting, Economics, Teamwork, Financial Analysis, QuickBooks, Business Analysis, Account Reconciliation, Leadership, Research, Spreadsheets, Insurance, Spanish
Education
City University of New York-Brooklyn College 2012 — 2014
Master of Arts (M.A.), Business Economics, 3.85
City University of New York-Baruch College 2006 — 2010
Bachelors, Business Administration, Finance and Investments
Bullseye Database Marketing Co-Chair Junior SailingHorseshoe Harbor Yacht Club2008 - Present
Economic Club of NY 2005 - Present
The Windsor Group/BDM 2001 - Present
The University of Kansas School of Business Board of Advisors 1989 - Present
First Citizens Bank 2001 - 2014
BMO Harris Bank 2001 - 2014
Great-West Financial 2000 - 2014
TD Ameritrade 2006 - 2013
Elisa Monte Dance 2004 - 2012
UBS 2007 - 2010
Skills
Financial Analysis, Marketing Strategy, Mergers & Acquisitions, Management Consulting, Direct Marketing, Strategy, Financial Modeling, Investments, Analytics, Marketing Communications, Marketing, Strategic Planning, Management, Business Strategy, Integrated Marketing, Mergers, Start-ups, Leadership, Change Management
Education
University of Kansas - Graduate School of Business 1976 — 1978
MBA
Barat College of DePaul University 1972 — 1976
BA
Wyandotte High School 1968 — 1972
UBS 2002 - Present
ZEFER 1999 - 2002
The Vestcor Companies, Inc. 1995 - 1997
Westin Hotels & Resorts 1988 - 1995
Skills
Investments, Financial Services, Strategic Planning, Asset Allocation, Securities, Project Management, Wealth Management, Financial Analysis, Portfolio Management, Investment Advisory, Retirement Planning, Business Strategy, Risk Management
Education
Cornell University 1984 — 1988
Bachelor of Science, Hotel Administration
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
Master of Business Administration, Strategy and Finance
Morgan Stanley July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Nest Seekers International August 2010 - June 2011
UBS March 2011 - May 2011
Morgan Stanley Smith Barney March 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Finance
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
BBA, Finance, Economics
CBS Corporation July 2015 - August 2015
UBS June 2014 - August 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Leadership, Sales, PowerPoint, Research, Customer Service, Training
Education
Babson College 2014 — 2018
Bachelor of Science (B.S.), Business Administration and Management, General
Babson College
UBS February 2014 - Present
Wells Fargo Advisors January 2009 - February 2014
A.G. Edwards & Sons, Inc. May 1995 - December 2008
Edward Jones August 1993 - April 1995
Skills
Series 7, Series 63, Wealth, Financial Advisory, Portfolio Management, Wealth Management, Asset Allocation, Retirement, Retirement Planning, Securities, Long-term Care, Asset Management, Investment Management, 401k Rollovers, Long Term Care, Life Insurance Planning, Certified Financial..., 529 Plans, Multi-Generational..., Investment Advisory
Education
The Ohio State University 2010 — 2010
ACFP Certification Education Program
Baldwin-Wallace College 1989 — 1993
BA - Business Administrative, Finance, Minor in Economics
Fremont Ross High School 1986 — 1989
UBS June 2015 - Present
Columbia University Economics Department September 2014 - Present
180 Degrees Consulting March 2014 - Present
Athena Center for Leadership Studies May 2014 - July 2014
Rio Negócios- The Investment Promotion Agency of Rio de Janeiro June 2013 - August 2013
Skills
Teamwork, Microsoft Office, Leadership, Team Leadership, Event Planning, Marketing, Salesforce.com, Photoshop, Stata, Spanish
Education
Barnard College 2012 — 2016
Bachelor of Arts (B.A.), Economics and Mathematics
Escola Americana do Rio de Janeiro 2009 — 2012
International Baccalaureate, American and Brazilian Diplomas
Scarsdale High School 2008 — 2009
Green Catapult, Inc. July 2013 - Present
UBS September 2012 - June 2013
Hewlett-Packard April 2011 - June 2012
Green Catapult, Inc. April 2009 - March 2011
Accenture November 2005 - February 2009
Washington Mutual January 2003 - November 2004
Washington Mutual June 2002 - January 2003
Merrill Lynch January 1994 - April 2001
Education
Duke University - The Fuqua School of Business 2007 — 2008
MBA
Bangalore University 1987 — 1991
Bachelor
Aetna c/o Rose International November 2014 - Present
California Mental Health Services Oversight and Accountabilty Commission May 2013 - November 2014
UBS July 2012 - November 2012
UBS August 2010 - October 2012
UBS September 2009 - August 2010
UBS Investment Bank May 2007 - January 2010
UBS Investment Bank March 2004 - May 2007
Milliman USA March 2002 - March 2004
Skills
PeopleSoft, Vendor Management, Lotus Notes, Kenexa BrassRing, Business Objects, Project Coordination, Project Delivery, BrassRing, Talent Management, Recruiting, Human Resources, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Onboarding, Policy, Program Management, Analysis, Project Management, Employee Engagement, Management
Education
Ball State University 1997 — 2001
BS
Ball State University 1997 — 2001
Bachelor of Science (B.S.)
RBC Capital Markets August 2014 - Present
UBS March 2007 - August 2014
ING 2002 - 2006
Bank of Tokyo-Mitsubishi UFJ 2001 - 2002
Thomson Reuters 1997 - 2000
Skills
Financial Risk, Investment Banking, Valuation, Fixed Income, Portfolio Management, Investments, Trading, Risk Management, Credit Risk, Options, Banking, Bonds, Emerging Markets, Capital Markets, Hedge Funds, Bloomberg, Market Risk, Securities, Derivatives, Finance, Project Finance, Entrepreneurship, Financial Modeling, Basel II, Financial Markets, Swaps, Credit, Hedging, Financial Analysis, Trading Systems, Strategy, Strategic Financial..., Wealth Management, Quantitative Analytics, Interest Rate..., Business Strategy, Enterprise Risk..., Series 7, Algorithms, Algorithm Development, Municipal Bonds, US Treasuries, Quantitative Investing
Education
University of California, Berkeley
PD, Information Systems and Management
Swiss Management Center
DBA, Finance
Baruch College, City University of New York (CUNY)
MBA, Business Administration and Policy
New York University - Leonard N. Stern School of Business
BS, Economics
CIT April 2014 - Present
UBS September 2012 - April 2014
UBS November 2009 - September 2012
UBS June 2007 - November 2009
UBS April 2005 - June 2007
UBS May 2001 - April 2005
UBS January 1999 - May 2001
UBS June 1998 - January 1999
UBS June 1996 - June 1998
Mass Electric Construction May 1992 - June 1996
Skills
Citrix Metaframe, Call Center, Remote Access, Citrix, VMware, Release Management
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
MBA
New York University - Polytechnic School of Engineering 1988 — 1992
BS
Brooklyn Technical High School 1986 — 1988
Citi February 2010 - Present
Deutsche Bank July 2009 - December 2009
Banc of America Securities September 2003 - February 2009
UBS February 1998 - August 2003
CEG Technologies 1996 - 1997
Skills
Electronic Trading, Multithreading, Derivatives, Trading Systems, Unix Shell Scripting, Equities, Market Data, Trading System, Ant, Java, GUI, Equity Trading, Fixed Income, GUI Programming, Java/J2SE, KDB+, Statistics
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Master of Science (MS), Industrial and Organizational Psychology
New York University 1995 — 1997
Bachelor of Arts (B.A.), Computer Science
Odessa State Polytechnic University 1992 — 1994
Electronic Engineering
GE Capital October 2009 - Present
GE Capital 2005 - September 2009
GE Capital 2003 - 2005
Parker Global Strategies 2000 - 2003
UBS 1997 - 2000
GE Capital Corporate Treasury 1996 - 1997
Axilrod Advisors 1995 - 1995
Axilrod Advisors, LLC 1993 - 1994
RBS Greenwich Capital 1991 - 1993
Arthur Andersen 1988 - 1991
Skills
Asset Based Lending, Account Management, Operations Management, Capital Markets, Financial Analysis, Corporate Finance, Financial Services, Hedge Funds, Business Strategy, New Business Development, Marketing, Finance, Operational Risk..., Sales, Building Relationships, Business Planning, Process Improvement, Innovation, Change Management, Executive Management, Strategic Financial..., Due Diligence, Start-ups, Leadership, Portfolio Management, Strategy, Asset Management, Investment Banking, Financial Risk, Financial Modeling, Risk Management, Mergers & Acquisitions, Structured Finance, Credit, Financial Structuring, Leveraged Finance, Private Equity, Commercial Lending, Financial Planning, Management, Banking, Sales Process, Cross-functional Team...
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Magna Cum Laude
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA) & Masters of Business Administration (MBA), Accounting and Finance, Magna Cum Laude
UBS June 2010 - Present
Gladwyne Partners, LLC September 2001 - January 2003
LockStar, Inc. March 1998 - June 2001
Syndata Technologies, Inc. November 1996 - March 1998
SQL Tools, Inc. September 1994 - August 1996
Lazard Freres & Co. August 1990 - June 1992
Skills
Mergers & Acquisitions, Corporate Finance, Venture Capital, Investment Banking, Product Management, Hedge Funds, Mergers, Business Development, Start-ups, Series 7, Marketing, Private Equity, Corporate Development, Financial Services, Management, Securities, Banking, Financial Analysis, New Business Development, Portfolio Management, Strategic Planning, Asset Managment, Capital Markets, Derivatives, Risk Management, Equity Research, Marketing Strategy, Business Strategy, Equities, Strategy, Financial Modeling, Investments, Valuation, Wealth Management, Bloomberg
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
Barnard College 1986 — 1990
FirstEnergy Solutions April 2012 - Present
FirstEnergy Solutions June 2011 - April 2012
FirstEnergy Solutions February 2010 - June 2011
FirstEnergy Solutions August 2006 - February 2010
FirstEnergy Solutions June 2006 - August 2006
Malone Advertising 2004 - 2006
Northern Ohio Live Magazine/Live Publishing June 2003 - January 2004
UBS May 2002 - December 2002
Skills
Strategic Planning, Project Management, Analysis, Team Building, Market Analysis, Business Strategy, Risk Management, Sales, Data Analysis, Financial Reporting, Six Sigma, Negotiation, Business Analysis, Business Planning, Business Process..., Budgets, Training, Business Development, Vendor Management, Change Management, Pricing, Account Management, Market Research, Process Improvement, Leadership, PowerPoint, Competitive Analysis, Energy, Access, Forecasting, CRM, Software Documentation, Financial Analysis, Cross-functional Team..., Financial Modeling, Marketing Communications, SAP, Contract Management, Finance, Microsoft Excel, Marketing, Team Leadership, Management, Program Management, Operations Management, Marketing Strategy, Contract Negotiation, Project Planning, New Business Development, Microsoft Office
Education
Baldwin-Wallace College 2011 — 2011
Certificate, Project Management
Case Western Reserve University - Weatherhead School of Management 2007 — 2010
MBA
John Carroll University 2000 — 2004
BSBA, Marketing
Goldman Sachs February 2015 - Present
FXCM July 2013 - March 2015
Morgan Stanley July 2010 - July 2013
Morgan Stanley July 2009 - June 2013
UBS September 2007 - September 2008
Bloomberg May 2006 - May 2007
Skills
Data Analysis, Investment Banking, Equities, Fixed Income Analysis, Regulatory Operations, Process Improvement, VBA, FX Options, Microsoft Excel, Bloomberg, Trading, Analysis, Bloomberg Terminal, Finance, Financial Risk, Training, German, Financial Analysis, FINRA, Securities, Hedge Funds, Prime Brokerage, Corporate Actions, Asset Management, Equity Trading, Financial Modeling, Series 7, Bonds, Financial Markets, Trading Systems, Electronic Trading, Options, Portfolio Management, Capital Markets, Asset Allocation, Derivatives, Mutual Funds, Fixed Income
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
Bachelor of Business Administration (BBA), Finance
BNP Paribas March 2014 - Present
Morgan Stanley April 2008 - January 2012
Morgan Stanley March 2006 - March 2008
UBS June 2005 - August 2005
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2006
BBA, Finance and Investments
UBS September 2015 - Present
Morgan Stanley Wealth Management November 2005 - August 2015
Strategic Resources Corporation February 1998 - January 2005
NatWest Markets March 1995 - December 1997
Skills
Alternative Investments, Hedge Funds, Investor Relations, Investment Strategies, Due Diligence, Capital Markets, Real Estate Investment, Equity Capital Markets, Investment Properties, Structuring, Asset Managment, Private Equity
Education
Babson College
BS, Finance, Economics
T-Mobile September 2012 - Present
CoreLogic May 2006 - August 2012
Bank of America March 2004 - April 2006
UBS August 2000 - February 2004
Skills
Product Management, Operations Management, Marketing Strategy, Strategic Leadership, Business Case..., Strategic Planning, Business Strategy, Management Consulting, Merger and Acquisition, Corporate Finance, Process Improvement, Business Analysis, Vendor Management, SDLC, Telecommunications, IT Management, Strategy, Management, Leadership, Business Development, Product Development, Cross-functional Team..., Integration, IT Strategy, Business Intelligence, Outsourcing, Competitive Analysis, Business Process, Program Management, Change Management, Analysis, Business Planning, Project Management, Team Building, Business Process..., Data Analysis, Service Delivery
Education
Southern Methodist University - Cox School of Business
Executive MBA, Finance, Strategy and Marketing
Bangalore University
Bachelor of Engineering (B.E.), Mechanical Engineering
AIG April 2013 - Present
UBS January 2011 - November 2012
UBS November 2009 - February 2011
UBS Investment Bank January 2005 - December 2009
UBS Investment Bank January 2001 - December 2004
UBS Investment Bank April 1999 - December 2000
Swiss Bank Corporation February 1998 - April 1999
First Health Group Corp, Downers Grove, IL September 1997 - February 1998
Skycell Communications Ltd, Chennai, India February 1997 - August 1997
L.G.Balakrishnan & Bros Ltd January 1994 - December 1996
Skills
Investment Banking, Equities, Capital Markets, Derivatives, Fixed Income, Enterprise IT Strategy, Program Management, Financial Markets, Market Data, Vendor Management, Software Development, Data Warehousing, Trading Systems, Credit Derivatives, Sybase, Financial Services, Analysis, Enterprise Architecture, Outsourcing, Oracle
Education
Bangalore University 1987 — 1991
BE, Computer Science
Fiduciary Vest, LLC September 2014 - Present
Eton Advisors, LP July 2009 - June 2014
UBS August 2007 - June 2009
US Trust Company 2006 - 2007
Oak Value Capital Management, Inc. 1999 - 2006
Arthur Andersen, LLP 1995 - 1999
Watson Wyatt 1993 - 1995
Skills
Investments, Portfolio Management, Asset Allocation, Investment Strategies, Asset Management, Capital Markets, Alternative Investments, Equities, Hedge Funds, Wealth Management
Education
Babson College 1984 — 1988
BS, Finance / Investments
UBS September 2013 - Present
UBS Investment Bank June 2010 - September 2013
GE Real Estate September 2007 - June 2010
GE Real Estate September 2005 - September 2007
GE Corporate Audit Staff September 2003 - September 2005
GE Healthcare 2001 - 2003
Skills
Financial Services, Fixed Income, Investment Banking, Restructuring, Change Management, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
Master of Business Administration (MBA)
Babson College 1997 — 2001
OJAI COMMUNITY PRESCHOOL 2011 - Present
UBS December 2009 - December 2010
Boston School, Ojai, CA (6/1997 - 1999 - 2010
Laurel Springs School 1999 - 2004
Skills
Teaching, Classroom, Office Administration, Management, Event Planning, Budgets, Fundraising, Organization, Elementary Education
Education
California Lutheran University
Master of Business Administration (MBA), Finance and Financial Management Services
Azusa Pacific University 2002 — 2004
Bachelor of Arts (BA), Elementary Education and Teaching
UBS April 2008 - Present
Huber Engineered Woods August 1993 - April 2008
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2002
MBA
Babson College 1989 — 1993
BS, Finance / Economics
University of North Carolina at Charlotte
Fannie Mae May 2008 - Present
Countrywide April 2006 - May 2008
UBS February 2004 - April 2006
Larsen & Toubro Limited 2003 - 2006
Verizon Data Services & Larsen & Toubro (L&T) April 2003 - February 2004
Skills
Documentum, SDLC, Requirements Analysis, Enterprise Content..., Captiva, XML, Web Services, SOA, Oracle, Microsoft SQL Server, Spring, Unix, C#, .NET, WDK, Databases, Struts, Records Management, Enterprise Software, Content Management, SharePoint, Data Migration, Java Enterprise Edition, Data Warehousing, Visual Basic, Integration, Business Process Design, Systems Analysis, Business Objects, ETL
Education
VK ACADEMY 1994 — 2000
Post Graduation Diploma in Computers, Computers
Babasaheb Bhimrao Ambedkar University
Bachelors
Indian Institute of Technology, Kharagpur
DACP, Computers
Austin Peay State University March 2013 - Present
UBS April 2014 - August 2014
Hemlock Semiconductor, LLC June 2010 - March 2013
Clarksville Montgomery County School System July 2009 - August 2010
Clarksville Montgomery County School System March 2007 - July 2009
Clarksville Montgomery County School System April 2005 - March 2007
Skills
Troubleshooting, Windows 7, Active Directory, XP, Microsoft Office, Access, Engineering, Leadership, MS Project, Network Administration, Networking, Process Improvement, Training, Windows, Windows XP, Six Sigma, Project Management
Education
Austin Peay State University 1997 — 2003
BS, Physics and Computer Science
University of Wyoming 2000 — 2001
Astrophysics
JPMorgan Chase October 2010 - Present
UBS July 1998 - September 2010
Salomon Smith Barney May 1994 - July 1998
Salomon Smith Barney 1994 - 1998
Education
City University of New York 1992 — 1994
MS, Computer Science
Bangalore University 1986 — 1991
BE, Electronics and Computer Sciences
UBS Software developerTIAA-CREF1998 - 2004
Mumbai Port Trust 1992 - 1994
Education
Bangalore University 1983 — 1988
BE, Civil Engg
St. Blase's High School 1978 — 1981
UBS VP- InvestmentsUBS Financial ServicesMay 1994 - January 2011
Education
Ball State University 1985 — 1989
BS
Newbold Advisors September 2011 - Present
RiskSpan February 2010 - September 2011
Wells Fargo Bank February 2008 - December 2008
UBS January 2007 - December 2007
American Home Mortgage November 2006 - February 2007
Morgan Stanley January 2003 - November 2006
Goldman Sachs March 2001 - September 2002
Skills
Executive Management, Leadership, Loss Mitigation, Process Improvement, Portfolio Management, Servicing, Loan Servicing, Residential Mortgages, Credit, Vendor Management, Mortgage Banking, Credit Risk, Due Diligence, Mortgage, Business Process..., Negotiation, Management Consulting, Securitization, Risk Management, REO, Valuation, Capital Markets, Compliance, Change Management, Finance, Financial Risk, Strategy, Management, CRM, Program Management, Mortgage Lending, Financial Services, Fixed Income, Banking, Loans, Mortgage Servicing, Asset Management, Credit Analysis, Contract Negotiation
Education
Barry University 1986 — 1989
BS, BPS
Broward College 1982 — 1984
AA
Stratos Wealth Partners July 2009 - Present
Morgan Stanley June 2005 - July 2009
UBS September 2003 - June 2005
Skills
Series 7, Sales, Asset Allocation, Retirement, Credit, Long-term Care, Financial Advisory, Public Speaking, Succession Planning, Financial Analysis, Tax, Estate Planning, Loans, Strategic Financial..., Insurance, Wealth Management, Securities, Asset Management, Small Business, Personal Finance, Customer Service, Investments, Term Life Insurance, Underwriting, Banking, Wealth, Managerial Finance, Risk Management, Retirement Planning, Employee Benefits, Life Insurance, Asset Managment, Mortgage Lending, Mutual Funds, Strategic Planning, Fixed Annuities, Wealth Management..., Investment Management, Financial Planners, Series 63, 401k, Disability Insurance, Finance, Investment Strategies, Mergers & Acquisitions, Commercial Banking, FINRA, Portfolio Management, Credit Analysis, Investment Advisory
Education
Baldwin Wallace University 1991 — 1993
MBA, Business - Systems Management
Bowling Green State University 1985 — 1989
BSBA, Business Administration
BlackRock September 2015 - Present
BlackRock November 2013 - September 2015
Credit Suisse November 2011 - November 2013
Credit Suisse July 2010 - November 2011
Morgan Stanley August 2009 - June 2010
UBS June 2009 - August 2009
J P Canon Associates June 2007 - August 2009
Skills
Business Analysis, Financial Services, SQL, Equity Derivatives, Foreign Exchange, Microsoft Office, Futures, Unix, FIX, Electronic Trading, Listed Derivatives, OTC Derivatives, Fixed Income, Fixed Income Derivatives, Options, Bloomberg, Trading Systems, Middle Office, Prime Brokerage, Credit Derivatives, Derivatives, Equities
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
B.B.A., Major: Finance and Investments, Minor: Computer Information Systems, GPA: 3.75
Stuyvesant High School 2002 — 2006
H.S. Diploma
Harvard Business Review June 2012 - Present
International Planning Group 2012 - 2015
Raymond James & Associates May 2008 - March 2012
Wachovia, A Wells Fargo Company February 2007 - April 2008
Banif Securities 2005 - 2007
UBS March 2003 - June 2005
Credit Suisse Asset Management April 2001 - March 2003
Prudential Investments October 1996 - April 2001
Merrill Lynch October 1993 - October 1996
Citibank - Porto Alegre 1987 - 1988
Skills
Retirement Planning, Financial Planning, 401k Rollovers, Global Asset Allocation, Strategic Planning, Municipal Bonds, Estate Tax Planning, Global Fixed Income, Global Management, International Securities, Model Portfolios, Portfolio Strategy, Brazilian Portuguese, Spanish, International Bonds, Financial Advice, Portfolio Management, Bonds, Financial Advisory, Asset Allocation, Investment Advisory, Capital Markets, Fixed Income, Alternative Investments, Strategic Financial..., Mutual Funds, Wealth Management, Investment Banking, Asset Management, Wealth Management..., Finance, Business Planning, Insurance, Securities, Investment Strategies, Financial Markets, Series 7, Equities, High Net Worth..., Wealth, Private Banking, Life Insurance, Financial Planners, Hedge Funds, Structured Products, Estate Planning, Investments, Emerging Markets
Education
Barry University 2006 — 2007
CFP, Certified Financial Planner
Universidade Federal Rural do Rio de Janeiro 1976 — 1981
Agriculture Engineer, Engineering
UBS October 2012 - Present
Skills
Asset Management
Education
Babson College
Berchtold Equipment Company January 2014 - Present
Berchtold Equipment Company March 2010 - December 2013
UBS October 2008 - March 2010
Merrill Lynch December 2005 - October 2008
DC Inspections June 2005 - December 2005
Krazan & Associates, Inc. June 2001 - June 2005
Skills
Strategic Planning, Customer Service, Management, Public Speaking, Leadership, Team Building, Training, Marketing, Team Leadership, Budgets, Microsoft Office, Microsoft Excel, Analysis, Marketing Strategy, Data Analysis, Financial Analysis, Operations Management, Negotiation, PowerPoint, Event Planning, Time Management, Project Management, Sales Management, Sales, Finance, Inventory Management, Human Resources
Education
California State University-Bakersfield 2009 — 2011
MBA, Business - Finance
California State University-Bakersfield 2004 — 2006
BS, Finance / Business Administration
Bakersfield College 2001 — 2004
AA, Business Administration
UBS May 2014 - Present
Merrill Lynch April 2014 - May 2014
Merrill Lynch March 2013 - April 2014
Merrill Lynch March 2011 - March 2013
Merrill Lynch, Global Wealth Management August 2010 - March 2011
Merrill Lynch, Latin America Wealth Management July 2008 - August 2010
Merrill Lynch, Latin America Wealth Management January 2008 - July 2008
Merrill Lynch, Latin America Wealth Management November 2005 - January 2008
Merrill Lynch August 2004 - November 2005
Merrill Lynch January 2002 - August 2004
Skills
Alternative Investments, Series 7, Fixed Income, Investments, Equities, Asset Managment, Hedge Funds, Portfolio Management, Wealth Management, Mutual Funds, Capital Markets, Bloomberg, Asset Allocation, FINRA, Securities, Private Banking, Asset Management, Financial Services, Valuation, Financial Advisory, Finance, Financial Markets, Investor Relations, Investment Advisory, Investment Strategies, Options, Strategic Financial..., Derivatives, Relationship Management, Equity Trading, Financial Modeling, Uniform Combined State..., Private Equity, Bonds, Investment Management, Emerging Markets
Education
Babson College 1997 — 2001
Bachelor of Science (BS), Finance, Entrepreneurship
UBS March 2013 - Present
Merrill Lynch July 2004 - February 2013
Education
Ball State University - College of Business 1999 — 2003
Bachelor of Science (B.S.), Accounting and Finance
Friedland Realty Advisors June 2015 - Present
Macrobond Financial May 2014 - February 2015
JPMorgan Chase March 2013 - 2014
PGi July 2012 - February 2013
State Street Alternative Investment Solutions November 2010 - June 2012
Infovest21 LLC August 2009 - June 2010
AXA Equitable June 2009 - August 2009
Charles P. Rogers Beds 2007 - 2009
UBS September 2008 - December 2008
Skills
Cloud Computing, SaaS, Mobile Devices, Project Management, Salesforce.com, CRM, New Business Development, Business Development, Business Strategy, Networking, Strategic Planning, Account Management, Direct Sales
Education
City University of New York-Baruch College 2006 — 2010
BBA, Economics
Morgan Stanley Smith Barney December 2011 - Present
COCOLIMON Frozen Yogurt 2012 - 2013
UBS January 2010 - December 2011
Skandia February 2010 - December 2010
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, ETFs, Equities, Financial Advisory, Financial Modeling, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Valuation, Wealth Management
Education
Babson College 2004 — 2008
Ambac December 2010 - Present
Dexia Credit Local June 1999 - October 2010
UBS 1997 - 1999
Skills
Banking, Bonds
Education
Columbia University - School of International and Public Affairs 1991 — 1993
MIA, Finance
Barnard College 1988 — 1991
BA, Cum Laude, Economics
Wesley Girls High School 1980 — 1987
Heartland Healthcare Knollview April 2012 - Present
ProStep Rehab February 2012 - Present
UBS March 2006 - April 2009
Edward Jones February 2002 - October 2005
The Auto Club Group June 1974 - September 2001
Skills
Public Speaking, Customer Service, Non-profits, Fundraising, Long-term Care, Leadership, PowerPoint
Education
Baker College of Muskegon 2009 — 2011
Associate of Applied Science, Occupational Therapist Assistant, 3.90
Siena Heights University
Bachelor of Arts (B.A.), Business Administration
Day Hagan Asset Management April 2006 - Present
UBS August 1993 - April 2006
Skills
Investments, Asset Managment, Portfolio Management, Retirement Planning, Strategic Planning, Wealth Management, Real Estate, Estate Planning, Equities, Financial Analysis, Business Strategy, Mutual Funds, Investment Advisory, Asset Allocation, Due Diligence, Private Equity
Education
Baldwin Wallace University 1972 — 1976
UBS August 2014 - Present
Core Capital Group March 2014 - August 2014
Core Capital Group July 2012 - August 2014
T. Rowe Price March 2008 - July 2012
Skills
Marketing Automation, Valuation, Financial Modeling, Investments, Investment Strategies, Asset Allocation, Mutual Funds, Asset Management, Financial Services
Education
Azusa Pacific University
Uber March 2015 - Present
Uber September 2013 - February 2015
Goldman Sachs July 2011 - July 2012
UBS September 2010 - January 2011
Edison Wealth Management June 2010 - August 2010
University of Maryland August 2006 - June 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Investments, Financial Analysis, Financial Modeling, Bloomberg, Research, Valuation, Portfolio Management, Java, Equities, SQL, Economics, Customer Service, Equity Research, Accounting
Education
Barnard College 2007 — 2011
Bachelor of Arts (BA), English Language and Literature/Letters, Economics (with Honors), 3.64
Bloomberg LP June 2014 - Present
J.P. Morgan February 2013 - June 2014
J.P. Morgan June 2010 - January 2013
UBS November 2008 - June 2010
UBS June 2006 - November 2008
Skills
Series 7, Marketing, Marketing Strategy, Segmentation, Advertising, Strategic Planning, Market Research, Analytics, Social Media, Competitive Analysis, Digital Marketing, Direct Marketing, Integrated Marketing, Brand Management, Email Marketing, Sales, Strategy
Education
Babson College 2002 — 2006
Bachelor of Science (B.S.), Marketing
Bronx High School of Science 1998 — 2002
Morgan Stanley July 2011 - Present
Columbia University March 2011 - July 2011
UBS May 2005 - April 2011
UBS October 2004 - May 2005
UBS October 2003 - October 2004
UBS January 2002 - October 2003
Schulte Roth & Zabel LLP May 1999 - November 2001
Education
Barnard College 1994 — 1998
BA, Political Science
Mount Sinai Medical Center January 2007 - Present
UBS December 2000 - June 2005
PaineWebber October 1996 - December 2000
Israel Discount Bank of New York April 1993 - September 1996
City Meals on Wheels July 1991 - March 1993
City Harvest January 1989 - July 1990
Skills
Citrix, IT Strategy, Process Improvement, IT Operations, Change Management, Disaster Recovery, IT Management, VMware, System Administration, Servers, SCCM, VMware Infrastructure
Education
Illinois Institute of Technology 1984 — 1987
MBA, MIS
Bangalore University 1980 — 1984
Bachelor's degree, Chemical Engineering
UBS Financial Services Inc. July 2013 - Present
UBS May 2012 - August 2012
Ball State University - Student Managed Investment Fund January 2012 - June 2012
Skills
Strategic Planning, Project Management, Business Development, SQL, Microsoft Office, Microsoft Excel, Business Planning, Microsoft Word, PowerPoint, Financial Analysis, Access, Executive Reporting, Risk Management, Data Analysis, Toad, Business Intelligence, Data Mining, Call Center Development, Call Center..., IVR, Financial Reporting, Cognos, Avaya IP Telephony, Attrition Reduction, Client Aquisition, Business Strategy, Revenue Analysis
Education
Ball State University - College of Business 2009 — 2013
Bachelor of Science (BS), Finance - Financial Planning & Investments
BlackRock March 2015 - Present
BlackRock May 2014 - August 2014
Boothbay Fund Management January 2014 - May 2014
J.P. Morgan June 2013 - August 2013
UBS September 2012 - December 2012
Skills
Microsoft Excel, Russian, Finance, Bloomberg, PowerPoint, Oral & Written..., Microsoft Word, C++, Management, Mathematics, Financial Analysis, Numerical Analysis, Team Leadership, German, Financial Modeling, Dev C++, Research, R, Python, Financial Engineering, SQL, VBA, Portfolio Management, Microsoft Office, Investment Banking
Education
City University of New York-Baruch College 2013 — 2014
Master of Science (MS), Financial Engineering
City University of New York-Baruch College 2009 — 2013
Bachelor of Arts (BA), Mathematics
Zurich University of Applied Sciences - ZHAW 2012 — 2012
Banking and Finance, German
Wells Fargo Advisors July 2008 - Present
UBS August 1986 - July 2008
Skills
Wealth Management, Investments, Series 7, Retirement Planning, Mutual Funds, Asset Allocation, Series 63, Equities, Strategic Financial..., Asset Management, Loans, Credit, Retirement, Investment Advisory, Securities, Alternative Investments, Mortgage Lending, Financial Services, Fixed Income, Banking
Education
Baldwin Wallace University 1974 — 1976
MBA, Business
Bowling Green State University 1966 — 1970
BS, Business
Express Scripts July 2014 - Present
Johnson & Johnson June 2014 - July 2014
Express Scripts January 2012 - April 2014
UBS Wealth Management 2004 - 2011
UBS 2000 - 2004
PaineWebber 1983 - 2000
Skills
SDLC, Business Analysis, COBOL, Project Management, Legacy Systems, Mainframe, Microsoft Office, Visio, Requirements Analysis, DB2, SQL, Business Requirements, Fixed Income, JCL, Software Project..., SharePoint, Vendor Management, Unix, Project Portfolio..., Process Improvement
Education
City University of New York-Baruch College 1987 — 1990
MBA, Information Systems
City University of New York-Brooklyn College 1979 — 1983
BS, Computer science
PFC FINANCIAL October 2000 - Present
UBS October 1993 - October 1999
Stop & Shop October 1985 - September 1992
Education
Babson College 1991 — 1993
MBA, FINANCE
UNIV. MASS. 1970 — 1974
ACH. OF SCIENCE
Low Load Insurance Services Inc June 2015 - Present
iBox Data Solutions, LLC May 2014 - Present
Technical Solutions, LLC November 2012 - January 2014
Wireless Network Group June 2008 - October 2012
UBS May 1999 - June 2008
IDT Corporation April 1998 - December 1998
Skills
Amazon Web Services..., Amazon EC2, Amazon RDS, Amazon S3, Application Frameworks, LAMP, WAMP, Google API, Apache, PHP, MySQL, jQuery, HTML 5, Linux, XML, CSS, Tortoise SVN, MVC, JSON, IIS, Subversion, SQLite, XHTML, SSH, VMware, iPhone Application..., Android Development, Data Modeling, UML, Microsoft SQL Server, AJAX, Perl, JavaScript, cPanel, API development, Cron, phpMyAdmin, Magento, Opencart, CubeCart, WebKit, VBA, GIS, Google Maps, Google Webmaster Tools, Photoshop, Premiere, Zend Server, Bootstrap, LESS
Education
Baker College of Flint
Rutgers, The State University of New Jersey-Newark
NJIT
UBS July 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Research, Leadership
Education
Austin Peay State University 2010 — 2014
Bachelor's degree, Economics and Finance
Austin Peay State University 2010 — 2014
Bachelor of Business Administration (BBA), Economics & Finance