UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
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UBS Employees
Employee
Years
Job
Industry
Jessica Cripps Jessica Cripps's UBS Experience October 1999 - March 2009
Job Senior Registered Client Associate and Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2009 - Present
UBS October 1999 - March 2009
Education
Metropolitan State University 2009 — 2013
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Minneapolis Community and Technical College 2009 — 2012
Associate of Arts and Sciences (AAS), Graphic Design - Print Media
Wells Fargo Advisors March 2009 - Present
UBS October 1999 - March 2009
Education
Metropolitan State University 2009 — 2013
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Minneapolis Community and Technical College 2009 — 2012
Associate of Arts and Sciences (AAS), Graphic Design - Print Media
Reagan Bennett Reagan Bennett's UBS Experience December 2014 - January 2015
Job Strategic Communications student at Miami University
Industry
Experience
Warrior Market Insight June 2015 - July 2015
UBS December 2014 - January 2015
Torch Lake Yoga June 2012 - August 2013
Education
Miami University 2013 — 2017
Strategic Communications, Junior
Marian High School 2009 — 2013
Warrior Market Insight June 2015 - July 2015
UBS December 2014 - January 2015
Torch Lake Yoga June 2012 - August 2013
Education
Miami University 2013 — 2017
Strategic Communications, Junior
Marian High School 2009 — 2013
Robert Alexandrovic, CFP® Robert Alexandrovic, CFP®'s UBS Experience April 2008 - March 2010
Job Director of Client Service at Brown & Tedstrom, Inc.
Industry Financial Services
Experience
Brown & Tedstrom, Inc. March 2010 - Present
UBS April 2008 - March 2010
Nationwide Financial June 2006 - March 2008
Ameriprise Financial Services, Inc. October 2004 - May 2006
Skills
Wealth Management, Retirement, Finance, Financial Planning, Investment Strategies, Securities, Wealth, Management, Investment Management, Financial Analysis
Education
Miami University 2000 — 2004
BS, Finance
Brown & Tedstrom, Inc. March 2010 - Present
UBS April 2008 - March 2010
Nationwide Financial June 2006 - March 2008
Ameriprise Financial Services, Inc. October 2004 - May 2006
Skills
Wealth Management, Retirement, Finance, Financial Planning, Investment Strategies, Securities, Wealth, Management, Investment Management, Financial Analysis
Education
Miami University 2000 — 2004
BS, Finance
Eric Schinella Eric Schinella's UBS Experience May 2010 - August 2010
Job Associate Consultant at Organizational Effectiveness Research Group
Industry Human Resources
Experience
Organizational Effectiveness Research Group August 2013 - Present
MDA Leadership Consulting September 2014 - April 2015
scitrain,ltd May 2014 - August 2014
Michigan State University Concessions September 2011 - July 2013
Kelly Services May 2012 - August 2012
UBS May 2010 - August 2010
Skills
Time Management, Data Analysis, SPSS, Public Speaking, Leadership Development, Microsoft Office, Organizational..., Performance Management, Research, Talent Management, Customer Service, Microsoft Word, Microsoft Excel, Training, Recruiting, Interviews, Psychology, Employee Engagement, Statistics, Teamwork, Social Media
Education
Minnesota State University, Mankato 2013 — 2015
Master of Arts (MA), Industrial and Organizational Psychology
Michigan State University 2009 — 2013
Bachelor of Science (BS), Psychology
Organizational Effectiveness Research Group August 2013 - Present
MDA Leadership Consulting September 2014 - April 2015
scitrain,ltd May 2014 - August 2014
Michigan State University Concessions September 2011 - July 2013
Kelly Services May 2012 - August 2012
UBS May 2010 - August 2010
Skills
Time Management, Data Analysis, SPSS, Public Speaking, Leadership Development, Microsoft Office, Organizational..., Performance Management, Research, Talent Management, Customer Service, Microsoft Word, Microsoft Excel, Training, Recruiting, Interviews, Psychology, Employee Engagement, Statistics, Teamwork, Social Media
Education
Minnesota State University, Mankato 2013 — 2015
Master of Arts (MA), Industrial and Organizational Psychology
Michigan State University 2009 — 2013
Bachelor of Science (BS), Psychology
Tom Hargrove Tom Hargrove's UBS Experience September 2000 - May 2008
Job Senior Vice Presidents Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Deutsche Bank May 2008 - July 2014
UBS September 2000 - May 2008
Skills
Capital Markets, Derivatives, Fixed Income, Investment Banking, Equity Derivatives, Securities, Private Equity, Structured Products, Investments, Portfolio Management, Strategic Planning, Asset Management, Financial Services, Finance, Customer Service, Wealth Management, Asset Allocation, Financial Planning, Retirement Planning, Investment Strategies, Risk Management
Education
The University of Texas at Austin 1995 — 1997
Master's Degree
McMurry University 1987 — 1991
Bachelor's Degree
Wells Fargo Advisors July 2014 - Present
Deutsche Bank May 2008 - July 2014
UBS September 2000 - May 2008
Skills
Capital Markets, Derivatives, Fixed Income, Investment Banking, Equity Derivatives, Securities, Private Equity, Structured Products, Investments, Portfolio Management, Strategic Planning, Asset Management, Financial Services, Finance, Customer Service, Wealth Management, Asset Allocation, Financial Planning, Retirement Planning, Investment Strategies, Risk Management
Education
The University of Texas at Austin 1995 — 1997
Master's Degree
McMurry University 1987 — 1991
Bachelor's Degree
Jarett Smith Jarett Smith's UBS Experience April 2007 - September 2007
Job Attorney at Denenberg Tuffley
Industry Law Practice
Experience
Denenberg Tuffley, PLLC September 2015 - Present
Secrest Wardle January 2012 - September 2015
Denenberg Tuffley, PLLC May 2011 - January 2012
Michigan House of Representatives September 2008 - January 2009
Michigan State Senate August 2007 - January 2008
UBS April 2007 - September 2007
Skills
Legal Research, Legal Writing, Civil Litigation, Westlaw, Lexis, Political Communication, Commercial Litigation, Product Liability, Motions, Litigation, Appeals, Courts, Depositions, Public Speaking, Trial Practice
Education
Wayne State University Law School 2010 — 2013
J.D., Cum Laude
Michigan State University 2006 — 2010
Communication-Public Relations, Political Communication
Denenberg Tuffley, PLLC September 2015 - Present
Secrest Wardle January 2012 - September 2015
Denenberg Tuffley, PLLC May 2011 - January 2012
Michigan House of Representatives September 2008 - January 2009
Michigan State Senate August 2007 - January 2008
UBS April 2007 - September 2007
Skills
Legal Research, Legal Writing, Civil Litigation, Westlaw, Lexis, Political Communication, Commercial Litigation, Product Liability, Motions, Litigation, Appeals, Courts, Depositions, Public Speaking, Trial Practice
Education
Wayne State University Law School 2010 — 2013
J.D., Cum Laude
Michigan State University 2006 — 2010
Communication-Public Relations, Political Communication
Joan Newton Joan Newton's UBS Experience November 2002 - January 2015
Job Founder of JB Cruise & Tours Inc.
Industry Leisure, Travel & Tourism
Experience
JB Cruise & Tours Inc. September 2012 - Present
UBS November 2002 - January 2015
Skills
Outlook, Litigation, Securities Regulation, Legal Documents, Data Entry, Securities, Microsoft Word, Corporate Law, Document Review, Legal Writing, Hedge Funds, Legal Research, Intellectual Property, Lexis, Due Diligence, Westlaw, Trademarks, Bankruptcy, Civil Litigation, Legal Compliance, KYC, PACER, Commercial Litigation, International Law, Privacy Law, Estate Planning, Arbitration, Litigation Support, Licensing, Contract Negotiation, Corporate Governance, Legal Assistance, Lotus Notes, Trusts, Notary Public, Employment Law, Prime Brokerage, Financial Regulation, Paralegals, Equity Derivatives, Private Equity, Structured Products, AML
Education
Mercy College
BS, Corporate Communications
JB Cruise & Tours Inc. September 2012 - Present
UBS November 2002 - January 2015
Skills
Outlook, Litigation, Securities Regulation, Legal Documents, Data Entry, Securities, Microsoft Word, Corporate Law, Document Review, Legal Writing, Hedge Funds, Legal Research, Intellectual Property, Lexis, Due Diligence, Westlaw, Trademarks, Bankruptcy, Civil Litigation, Legal Compliance, KYC, PACER, Commercial Litigation, International Law, Privacy Law, Estate Planning, Arbitration, Litigation Support, Licensing, Contract Negotiation, Corporate Governance, Legal Assistance, Lotus Notes, Trusts, Notary Public, Employment Law, Prime Brokerage, Financial Regulation, Paralegals, Equity Derivatives, Private Equity, Structured Products, AML
Education
Mercy College
BS, Corporate Communications
Mike Rutigliano Mike Rutigliano's UBS Experience April 2014 - November 2014
Job Senior Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
UBS April 2014 - November 2014
UBS April 2013 - March 2014
UBS March 2011 - March 2013
UBS March 2009 - February 2011
UBS June 2007 - February 2009
JPMorgan Chase November 2004 - May 2007
CSC January 2000 - October 2004
CSC September 1996 - December 1999
RBC April 1992 - August 1996
Skills
Strategy, Business Transformation, IT Management, Program Management, Governance, Process Improvement, Outsourcing, Vendor Management, Risk Management, IT Service Management, Service Delivery, Cloud Computing, Data Center, Information Technology, ITIL, Integration, Virtualization, IT Strategy, Product Management, Business Strategy, Management, Enterprise Architecture, Inventory Management, Continuous Improvement, Investment Banking, Equities, Foreign Exchange, Fixed Income, Project Management, LAN-WAN, Databases, Infrastructure, SDLC, Disaster Recovery, Project Portfolio..., Change Management
Education
McMaster University 1984 — 1988
BS, Mathematics
McMaster University 1983 — 1987
BA, Economics
Canadian Securities Institute
Canadian Securities Course
Computer Sciences Corporation
Six Sigma - Green Belt
Royal Bank of Canada
Dealer Training Program
Morgan Stanley January 2015 - Present
UBS April 2014 - November 2014
UBS April 2013 - March 2014
UBS March 2011 - March 2013
UBS March 2009 - February 2011
UBS June 2007 - February 2009
JPMorgan Chase November 2004 - May 2007
CSC January 2000 - October 2004
CSC September 1996 - December 1999
RBC April 1992 - August 1996
Skills
Strategy, Business Transformation, IT Management, Program Management, Governance, Process Improvement, Outsourcing, Vendor Management, Risk Management, IT Service Management, Service Delivery, Cloud Computing, Data Center, Information Technology, ITIL, Integration, Virtualization, IT Strategy, Product Management, Business Strategy, Management, Enterprise Architecture, Inventory Management, Continuous Improvement, Investment Banking, Equities, Foreign Exchange, Fixed Income, Project Management, LAN-WAN, Databases, Infrastructure, SDLC, Disaster Recovery, Project Portfolio..., Change Management
Education
McMaster University 1984 — 1988
BS, Mathematics
McMaster University 1983 — 1987
BA, Economics
Canadian Securities Institute
Canadian Securities Course
Computer Sciences Corporation
Six Sigma - Green Belt
Royal Bank of Canada
Dealer Training Program
Phil Shea's UBS Experience May 2012 - August 2012
Job Cofounder/CEO at College Annex, Startup Entrepreneur
Industry Real Estate
Experience
College Annex September 2012 - Present
UBS May 2012 - August 2012
Zaarly, Inc January 2012 - May 2012
Collegiate Entrepreneurs Organization January 2009 - November 2011
Skills
Marketing, Entrepreneurship, Public Speaking, Management, Research, Recruiting, Real Estate, Finance, Start-ups, Social Media, Social Networking, Social Media Marketing, Marketing Strategy, Facebook, Leadership
Education
Miami University 2009 — 2013
Bachelor of Arts (BA), Economics, Interactive Media Studies
College Annex September 2012 - Present
UBS May 2012 - August 2012
Zaarly, Inc January 2012 - May 2012
Collegiate Entrepreneurs Organization January 2009 - November 2011
Skills
Marketing, Entrepreneurship, Public Speaking, Management, Research, Recruiting, Real Estate, Finance, Start-ups, Social Media, Social Networking, Social Media Marketing, Marketing Strategy, Facebook, Leadership
Education
Miami University 2009 — 2013
Bachelor of Arts (BA), Economics, Interactive Media Studies
Andrew Yuen's UBS Experience 2005 - Present
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS 2005 - Present
Credit Suisse First Boston 2004 - 2005
TD Waterhouse 2003 - 2004
Barclays Bank 1993 - 2002
Skills
Investments, Bonds, Financial Markets, Equity Trading, Asset Management, Trading, Hedge Funds, Banking, Investment Strategies, Mergers & Acquisitions, Foreign Exchange, Private Equity, Equities, Portfolio Management
Education
Metropolitan College of New York 1996 — 1998
BA, Business Management
University at Albany, SUNY
Undergraduate Studies
UBS 2005 - Present
Credit Suisse First Boston 2004 - 2005
TD Waterhouse 2003 - 2004
Barclays Bank 1993 - 2002
Skills
Investments, Bonds, Financial Markets, Equity Trading, Asset Management, Trading, Hedge Funds, Banking, Investment Strategies, Mergers & Acquisitions, Foreign Exchange, Private Equity, Equities, Portfolio Management
Education
Metropolitan College of New York 1996 — 1998
BA, Business Management
University at Albany, SUNY
Undergraduate Studies
Sara Bresnahan Sara Bresnahan's UBS Experience May 2014 - Present
Job Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2014 - Present
Grant Thornton LLP April 2013 - April 2014
UBS Financial Services Inc. October 2011 - April 2013
Education
Michigan State University 2007 — 2011
Bachelor of Science (BS), Finance
Michigan State University - The Eli Broad College of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
UBS May 2014 - Present
Grant Thornton LLP April 2013 - April 2014
UBS Financial Services Inc. October 2011 - April 2013
Education
Michigan State University 2007 — 2011
Bachelor of Science (BS), Finance
Michigan State University - The Eli Broad College of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
Patrick Albertson Patrick Albertson's UBS Experience May 2010 - August 2010
Job Pension Fund Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2013 - Present
Robert W. Baird & Co. May 2012 - August 2012
CIG Corp. May 2011 - August 2011
Eli Broad College of Business - Michigan State University September 2009 - May 2011
UBS May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Financial Services, Fund Accounting, Microsoft Office, Research
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Finance
Northern Trust July 2013 - Present
Robert W. Baird & Co. May 2012 - August 2012
CIG Corp. May 2011 - August 2011
Eli Broad College of Business - Michigan State University September 2009 - May 2011
UBS May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Financial Services, Fund Accounting, Microsoft Office, Research
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Finance
Christopher DeNicola, CFP® Christopher DeNicola, CFP®'s UBS Experience February 2014 - Present
Job Client Associate at UBS
Industry Financial Services
Experience
UBS February 2014 - Present
UBS May 2011 - February 2014
Skills
Series 7, Series 66
Education
Miami University 2006 — 2011
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Moeller High School 2002 — 2006
UBS February 2014 - Present
UBS May 2011 - February 2014
Skills
Series 7, Series 66
Education
Miami University 2006 — 2011
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Moeller High School 2002 — 2006
Patricia L. Newton Patricia L. Newton's UBS Experience June 2003 - December 2013
Job Chief of Staff ~ Adjunct Professor
Industry
Experience
Softcard (Acquired by Google) August 2014 - Present
Metropolitan College of New York March 2009 - Present
UBS June 2003 - December 2013
Bessemer Trust May 2000 - September 2002
Fiduciary Trust Company April 1999 - May 2000
Credit Suisse May 1996 - April 1999
Skills
Strategy, Strategic Planning, Human Resources, Project Management, Nonprofits, Public Speaking, Customer Service, Teaching, Research, Microsoft Office, PowerPoint, Business Planning, Budgets, Community Outreach, Leadership, Training, Management
Education
Metropolitan College of New York - School of Business
Master of Business Administration (MBA), General Management
Softcard (Acquired by Google) August 2014 - Present
Metropolitan College of New York March 2009 - Present
UBS June 2003 - December 2013
Bessemer Trust May 2000 - September 2002
Fiduciary Trust Company April 1999 - May 2000
Credit Suisse May 1996 - April 1999
Skills
Strategy, Strategic Planning, Human Resources, Project Management, Nonprofits, Public Speaking, Customer Service, Teaching, Research, Microsoft Office, PowerPoint, Business Planning, Budgets, Community Outreach, Leadership, Training, Management
Education
Metropolitan College of New York - School of Business
Master of Business Administration (MBA), General Management
Christie Fairbanks Christie Fairbanks's UBS Experience June 2002 - March 2004
Job President at Favata's Bakery Inc.
Industry Food & Beverages
Experience
Favata's Bakery Inc. 2003 - Present
UBS June 2002 - March 2004
Mercer 1999 - 2001
ORC 1999 - 2001
Skills
Strategic Planning, Marketing Strategy, New Business Development, Sales Management, Team Building, Product Development, Customer Service, Food, Negotiation, Marketing, Budgets, Business Strategy, Sales, Management, Business Planning, Event Planning, Social Media, Public Speaking, Event Management, Leadership
Education
McGill University
Mount Saint Mary College
Bachelor of Science (BS), Accounting and Business/Management
Favata's Bakery Inc. 2003 - Present
UBS June 2002 - March 2004
Mercer 1999 - 2001
ORC 1999 - 2001
Skills
Strategic Planning, Marketing Strategy, New Business Development, Sales Management, Team Building, Product Development, Customer Service, Food, Negotiation, Marketing, Budgets, Business Strategy, Sales, Management, Business Planning, Event Planning, Social Media, Public Speaking, Event Management, Leadership
Education
McGill University
Mount Saint Mary College
Bachelor of Science (BS), Accounting and Business/Management
Brittany (Gager) Siegel's UBS Experience June 2012 - January 2013
Job Assistant Vice President, Associate Account Manager at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2013 - Present
UBS June 2012 - January 2013
UBS Wealth Management February 2011 - June 2012
DTN Management January 2008 - December 2010
Wharton Center for the Performing Arts September 2006 - May 2009
Skills
Series 3, Series 7, Series 66, FINRA, PowerPoint, Mutual Funds, Wealth Management, Asset Allocation, Microsoft Excel
Education
Michigan State University 2005 — 2009
Bachelor of Arts, Marketing
Rockford High School 2001 — 2005
Diploma, General Education
Nuveen Investments January 2013 - Present
UBS June 2012 - January 2013
UBS Wealth Management February 2011 - June 2012
DTN Management January 2008 - December 2010
Wharton Center for the Performing Arts September 2006 - May 2009
Skills
Series 3, Series 7, Series 66, FINRA, PowerPoint, Mutual Funds, Wealth Management, Asset Allocation, Microsoft Excel
Education
Michigan State University 2005 — 2009
Bachelor of Arts, Marketing
Rockford High School 2001 — 2005
Diploma, General Education
Lee Benmlouka's UBS Experience December 2009 - Present
Job Vice President Wealth Management, Mettman Wealth Management Group
Industry Financial Services
Experience
UBS December 2009 - Present
UBS September 2007 - December 2009
Colgate Palmolive March 2002 - September 2007
Education
Michigan State University
Bachelor of Science
UBS December 2009 - Present
UBS September 2007 - December 2009
Colgate Palmolive March 2002 - September 2007
Education
Michigan State University
Bachelor of Science
Ryan Ragano's UBS Experience January 2012 - August 2012
Job Assurance, Banking Capital Markets at PwC
Industry Financial Services
Experience
BDO USA, LLP January 2013 - June 2013
UBS January 2012 - August 2012
Marco Polo Network August 2011 - January 2012
Glenwood May 2008 - December 2010
Skills
Microsoft Excel, Financial Modeling, Investments, Corporate Finance, Bloomberg, Capital Markets, Microsoft Word, Finance, Financial Analysis, Auditing, Research, Valuation, Public Speaking, Analysis, Asset Management, Bloomberg Terminal, Risk Management, Economics, Tax, Equity Research, Hedge Funds, Private Equity
Education
Pace 2013 — 2014
MS, Accounting
Mercy College 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
BDO USA, LLP January 2013 - June 2013
UBS January 2012 - August 2012
Marco Polo Network August 2011 - January 2012
Glenwood May 2008 - December 2010
Skills
Microsoft Excel, Financial Modeling, Investments, Corporate Finance, Bloomberg, Capital Markets, Microsoft Word, Finance, Financial Analysis, Auditing, Research, Valuation, Public Speaking, Analysis, Asset Management, Bloomberg Terminal, Risk Management, Economics, Tax, Equity Research, Hedge Funds, Private Equity
Education
Pace 2013 — 2014
MS, Accounting
Mercy College 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Laura Day Laura Day's UBS Experience May 2007 - August 2007
Job Marketing Manager at iSqFt
Industry Marketing and Advertising
Experience
iSqFt November 2014 - Present
Colliers International June 2011 - October 2014
The Eisen Agency 2009 - June 2011
Eisen Marketing Group November 2009 - December 2009
Delta Zeta Sorority September 2007 - May 2009
UBS May 2007 - August 2007
Key Bank May 2006 - August 2006
Skills
Media Relations, Public Relations, Marketing Communications, Marketing, Marketing Strategy, Social Media, Budgets, Internal Communications, Advertising, Press Releases, Creative Direction, Strategy, Interviews, Copywriting, Publicity, Time Management
Education
Miami University 2005 — 2009
Bachelor of Arts, Strategic Communication
Mount Notre Dame High School 2001 — 2005
General, High School
iSqFt November 2014 - Present
Colliers International June 2011 - October 2014
The Eisen Agency 2009 - June 2011
Eisen Marketing Group November 2009 - December 2009
Delta Zeta Sorority September 2007 - May 2009
UBS May 2007 - August 2007
Key Bank May 2006 - August 2006
Skills
Media Relations, Public Relations, Marketing Communications, Marketing, Marketing Strategy, Social Media, Budgets, Internal Communications, Advertising, Press Releases, Creative Direction, Strategy, Interviews, Copywriting, Publicity, Time Management
Education
Miami University 2005 — 2009
Bachelor of Arts, Strategic Communication
Mount Notre Dame High School 2001 — 2005
General, High School
John (J.D.) Watson's UBS Experience 2003 - 2005
Job Financial Advisor at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors March 2012 - Present
JPMorgan Chase August 2005 - February 2012
UBS 2003 - 2005
World Micro Components 2000 - 2003
Allied Holdings 1998 - 2000
Emory Healthcare 1996 - 1998
Red Roof Inns 1995 - 1996
Education
Miami University 1990 — 1995
Bachelor of Science (B.S.), Finance
Voya Financial Advisors March 2012 - Present
JPMorgan Chase August 2005 - February 2012
UBS 2003 - 2005
World Micro Components 2000 - 2003
Allied Holdings 1998 - 2000
Emory Healthcare 1996 - 1998
Red Roof Inns 1995 - 1996
Education
Miami University 1990 — 1995
Bachelor of Science (B.S.), Finance
Karina Byrne Karina Byrne's UBS Experience May 2006 - Present
Job Head of Media Relations UBS Americas
Industry Financial Services
Experience
UBS May 2006 - Present
Skills
Crisis Communications, Strategic Communications, Media Relations, Investor Relations, Journalism, Sponsorship, Internal Communications, Corporate Communications, Marketing Communications, Press Releases, Public Relations, Newsletters, Speech Writing, Spokesperson, Communications Planning, Reputation Management, Social Media Marketing, Publications, Corporate Social..., Communication Training, Crisis Management
Education
University of North Carolina at Chapel Hill 1990 — 1992
M.A., Journalism
Memorial University of Newfoundland 1985 — 1990
B.A. (Hons), English
UBS May 2006 - Present
Skills
Crisis Communications, Strategic Communications, Media Relations, Investor Relations, Journalism, Sponsorship, Internal Communications, Corporate Communications, Marketing Communications, Press Releases, Public Relations, Newsletters, Speech Writing, Spokesperson, Communications Planning, Reputation Management, Social Media Marketing, Publications, Corporate Social..., Communication Training, Crisis Management
Education
University of North Carolina at Chapel Hill 1990 — 1992
M.A., Journalism
Memorial University of Newfoundland 1985 — 1990
B.A. (Hons), English
Roger Whitney Roger Whitney's UBS Experience November 1998 - August 2003
Job Financial Planner | Define Your Ideal Retirement | Balance Today & Tomorrow | Live Intentionally
Industry Financial Services
Experience
WWK Wealth Advisors August 2003 - Present
UBS November 1998 - August 2003
Skills
Wealth Management, Strategic Financial..., Investments, Retirement Planning, Investment Management, Asset Management, Estate Planning, Insurance, Financial Planning, Employee Benefits, Investment Advisory, Portfolio Management, Holistic Financial..., Certified Financial..., Investment Strategies, Personal Finance, Personal Financial..., High Net Worth..., Retirement, Financial Advisory, Financial Analysis, Retirement Savings, Financial Risk, Retirement Solutions, College Savings Plans, Wealth Preservation..., Multi-generational..., Multi-generational..., Growth Investing, Alternative Investments, Value Investing, Private Placements
Education
Investment Management Consultant Association 2004 — 2005
Certified Private Wealth Advisor
Investment Management Consultant Association 2000 — 2001
CIMA, Certifed Investment Management Analyst
Michigan State University 1987 — 1990
Bachelor of Arts (B.A.), International Relations and Affairs
Milan High School 1981 — 1985
WWK Wealth Advisors August 2003 - Present
UBS November 1998 - August 2003
Skills
Wealth Management, Strategic Financial..., Investments, Retirement Planning, Investment Management, Asset Management, Estate Planning, Insurance, Financial Planning, Employee Benefits, Investment Advisory, Portfolio Management, Holistic Financial..., Certified Financial..., Investment Strategies, Personal Finance, Personal Financial..., High Net Worth..., Retirement, Financial Advisory, Financial Analysis, Retirement Savings, Financial Risk, Retirement Solutions, College Savings Plans, Wealth Preservation..., Multi-generational..., Multi-generational..., Growth Investing, Alternative Investments, Value Investing, Private Placements
Education
Investment Management Consultant Association 2004 — 2005
Certified Private Wealth Advisor
Investment Management Consultant Association 2000 — 2001
CIMA, Certifed Investment Management Analyst
Michigan State University 1987 — 1990
Bachelor of Arts (B.A.), International Relations and Affairs
Milan High School 1981 — 1985
Christian Vlachos's UBS Experience June 2011 - August 2011
Job Experienced Assurance Associate at PwC
Industry Accounting
Experience
PwC November 2014 - Present
Jackson October 2013 - November 2014
PwC June 2013 - August 2013
Michigan State University August 2012 - May 2013
Chrysler May 2012 - August 2012
UBS June 2011 - August 2011
Hollister Co November 2009 - September 2010
Skills
Problem Solving, Word, PowerPoint, Excel, Social Media, Microsoft Office, Leadership, Microsoft Excel, Public Speaking, Teamwork, Time Management, Social Networking, Facebook, Research, Accounting, Financial Analysis, Communication, Finance
Education
Michigan State University 2014 — 2014
Master's Degree, (MS) Accounting, Concentration in Public & Corporate Accounting
Michigan State University 2010 — 2013
Bachelor of Arts (BA), Accounting, With Honors
Brother Rice High School 2004 — 2010
High School Diploma, College Preparatory
PwC November 2014 - Present
Jackson October 2013 - November 2014
PwC June 2013 - August 2013
Michigan State University August 2012 - May 2013
Chrysler May 2012 - August 2012
UBS June 2011 - August 2011
Hollister Co November 2009 - September 2010
Skills
Problem Solving, Word, PowerPoint, Excel, Social Media, Microsoft Office, Leadership, Microsoft Excel, Public Speaking, Teamwork, Time Management, Social Networking, Facebook, Research, Accounting, Financial Analysis, Communication, Finance
Education
Michigan State University 2014 — 2014
Master's Degree, (MS) Accounting, Concentration in Public & Corporate Accounting
Michigan State University 2010 — 2013
Bachelor of Arts (BA), Accounting, With Honors
Brother Rice High School 2004 — 2010
High School Diploma, College Preparatory
Michael Abraham, CFP® Michael Abraham, CFP®'s UBS Experience April 2006 - Present
Job Director, Branch Manager at UBS Financial Services
Industry Financial Services
Experience
UBS April 2006 - Present
Education
St. John Fisher College 1992 — 1996
BS, Accounting
Medaille College 2002 — 2004
MBA, Business Administration
UBS April 2006 - Present
Education
St. John Fisher College 1992 — 1996
BS, Accounting
Medaille College 2002 — 2004
MBA, Business Administration
Leigh Anne Gage Leigh Anne Gage's UBS Experience February 2009 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
UBS February 2009 - Present
Smith Barney August 2005 - February 2009
Skills
Certified Financial..., Wealth Management, Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Risk Management, College Education..., Financial Services, Series 7, Series 63
Education
Miami University
BA
Xavier University
Executive Certificate in Financial Planning
UBS February 2009 - Present
Smith Barney August 2005 - February 2009
Skills
Certified Financial..., Wealth Management, Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Risk Management, College Education..., Financial Services, Series 7, Series 63
Education
Miami University
BA
Xavier University
Executive Certificate in Financial Planning
David Sogn David Sogn's UBS Experience May 2001 - September 2001
Job Data Scientist, Product Developer & Digital Transformation Thought Leader
Industry Marketing and Advertising
Experience
HCL Technologies June 2015 - Present
Ogilvy & Mather April 2014 - May 2015
RAPP July 2012 - March 2014
Sidebar Inc. January 2011 - July 2012
The Walt Disney Company September 2008 - January 2011
Microsoft January 2007 - September 2008
Microsoft Online Services July 2006 - January 2008
Corum Group Ltd September 2005 - July 2006
Deutsche Bank June 2005 - 2005
UBS May 2001 - September 2001
Skills
Analytics, Business Intelligence, Start-ups, Data Analysis, Mobile Devices, Data Warehousing, Integrated Marketing, Big Data, Web Analytics, Business Analysis, Predictive Analytics, IT Strategy, Analysis, Visio, Databases, Statistics, Change Management, Management Consulting, Digital Strategy, Database Design, Financial Modeling, Strategic Partnerships, Agile Methodologies, Corporate Development, Hadoop, Machine Learning, Digital Media, Data Governance, Data Science, Product Development, Platform Architecture, Go-to-market Strategy, Disruptive Technologies, Business Development, Global Business Planning, Internet Strategy, Marketing Strategy, Market Research, Customer Acquisition, Display Advertising, Paid Media, Data Mining, Data Modeling, Neural Networks, Personalization, Social Media Measurement, CRM, Customer Journey Mapping, Open Source Software, MapReduce
Education
University of Cambridge 2004 — 2005
MA
Menlo College 2000 — 2004
BA
University of Oxford 2002 — 2003
HCL Technologies June 2015 - Present
Ogilvy & Mather April 2014 - May 2015
RAPP July 2012 - March 2014
Sidebar Inc. January 2011 - July 2012
The Walt Disney Company September 2008 - January 2011
Microsoft January 2007 - September 2008
Microsoft Online Services July 2006 - January 2008
Corum Group Ltd September 2005 - July 2006
Deutsche Bank June 2005 - 2005
UBS May 2001 - September 2001
Skills
Analytics, Business Intelligence, Start-ups, Data Analysis, Mobile Devices, Data Warehousing, Integrated Marketing, Big Data, Web Analytics, Business Analysis, Predictive Analytics, IT Strategy, Analysis, Visio, Databases, Statistics, Change Management, Management Consulting, Digital Strategy, Database Design, Financial Modeling, Strategic Partnerships, Agile Methodologies, Corporate Development, Hadoop, Machine Learning, Digital Media, Data Governance, Data Science, Product Development, Platform Architecture, Go-to-market Strategy, Disruptive Technologies, Business Development, Global Business Planning, Internet Strategy, Marketing Strategy, Market Research, Customer Acquisition, Display Advertising, Paid Media, Data Mining, Data Modeling, Neural Networks, Personalization, Social Media Measurement, CRM, Customer Journey Mapping, Open Source Software, MapReduce
Education
University of Cambridge 2004 — 2005
MA
Menlo College 2000 — 2004
BA
University of Oxford 2002 — 2003
Angela Cholakis's UBS Experience 2000 - 2002
Job Director at Amphora Catering
Industry Events Services
Experience
Amphora Catering January 2002 - Present
Updata Partners 2002 - 2004
UBS 2000 - 2002
Skills
Event Management, Event Planning, Catering, Food, Food, Banquets, Corporate Events, Private Events, Wedding Planning, Venue Management, Coordinating Events, Marketing Communications, Parties, Event Producing, Award Ceremonies, Hospitality, Venue Relations, Live Events, Meeting Planning, Restaurants, Fundraisers, Charity, Relationship Marketing, Events Organisation, Hospitality Industry, Galas, Celebrations, Special Event, Dinners, Sponsorship, Events Coordination, Fundraising, Weddings, Customer Service, Marketing, Social Networking
Education
McIntire School of Commerce
University of Virginia
Finance, Marketing, School of Commerce
Amphora Catering January 2002 - Present
Updata Partners 2002 - 2004
UBS 2000 - 2002
Skills
Event Management, Event Planning, Catering, Food, Food, Banquets, Corporate Events, Private Events, Wedding Planning, Venue Management, Coordinating Events, Marketing Communications, Parties, Event Producing, Award Ceremonies, Hospitality, Venue Relations, Live Events, Meeting Planning, Restaurants, Fundraisers, Charity, Relationship Marketing, Events Organisation, Hospitality Industry, Galas, Celebrations, Special Event, Dinners, Sponsorship, Events Coordination, Fundraising, Weddings, Customer Service, Marketing, Social Networking
Education
McIntire School of Commerce
University of Virginia
Finance, Marketing, School of Commerce
Bethany Curtiss-Phyle Bethany Curtiss-Phyle's UBS Experience December 2011 - Present
Job Account Vice President
Industry Financial Services
Experience
UBS December 2011 - Present
Merrill Lynch March 2003 - December 2011
Morgan Stanley January 2001 - March 2003
Skills
Finance, Series 7, Portfolio Management, Financial Advisory, Wealth Management
Education
Michigan State University 1987 — 1991
Economics
UBS December 2011 - Present
Merrill Lynch March 2003 - December 2011
Morgan Stanley January 2001 - March 2003
Skills
Finance, Series 7, Portfolio Management, Financial Advisory, Wealth Management
Education
Michigan State University 1987 — 1991
Economics
Brian Seckel's UBS Experience June 2010 - August 2010
Job CoFounder at League Warrior
Industry Sports
Experience
League Warrior March 2013 - Present
Vendr October 2011 - June 2014
CareWorks June 2011 - August 2011
UBS June 2010 - August 2010
Skills
Internet Entrepreneur, Digital Strategy, Strategic Planning, Web 2.0, Lean Startup, E-commerce, Marketing Strategy
Education
Miami University 2009 — 2013
BS, Business Economics
League Warrior March 2013 - Present
Vendr October 2011 - June 2014
CareWorks June 2011 - August 2011
UBS June 2010 - August 2010
Skills
Internet Entrepreneur, Digital Strategy, Strategic Planning, Web 2.0, Lean Startup, E-commerce, Marketing Strategy
Education
Miami University 2009 — 2013
BS, Business Economics
Neil Rupp Neil Rupp's UBS Experience January 2005 - November 2011
Job Medical Account Manager
Industry Hospital & Health Care
Experience
UBS January 2005 - November 2011
ARC February 2001 - January 2004
Education
Michigan State University
BS, Medical Technology
University of Hawaii at Manoa
MPH, International Health
UBS January 2005 - November 2011
ARC February 2001 - January 2004
Education
Michigan State University
BS, Medical Technology
University of Hawaii at Manoa
MPH, International Health
Brett Gasper Brett Gasper's UBS Experience February 2003 - Present
Job Senior Vice President Wealth Management with The Gasper Financial Group at UBS
Industry Financial Services
Experience
UBS February 2003 - Present
Detroit Country Day School September 2007 - February 2014
Putnam Investments April 2001 - February 2003
Education
The University of Chicago - Booth School of Business 2012 — 2012
Certified Private Wealth Advisor Program
Michigan State University 1996 — 2000
Bachelor of Science, Finance
Michigan State University - The Eli Broad College of Business 1996 — 2000
Bachelors of Science, Finance
Detroit Country Day School 1994 — 1996
High School
UBS February 2003 - Present
Detroit Country Day School September 2007 - February 2014
Putnam Investments April 2001 - February 2003
Education
The University of Chicago - Booth School of Business 2012 — 2012
Certified Private Wealth Advisor Program
Michigan State University 1996 — 2000
Bachelor of Science, Finance
Michigan State University - The Eli Broad College of Business 1996 — 2000
Bachelors of Science, Finance
Detroit Country Day School 1994 — 1996
High School
Roger Berry Roger Berry's UBS Experience November 2008 - Present
Job Senior V.P. at UBS
Industry Investment Management
Experience
UBS November 2008 - Present
Morgan Stanley March 2000 - November 2008
A.G. Edwards November 1990 - March 2000
Education
Miami University
B.S., Accounting
Trinity Seminary 1980 — 1984
M. Div.
UBS November 2008 - Present
Morgan Stanley March 2000 - November 2008
A.G. Edwards November 1990 - March 2000
Education
Miami University
B.S., Accounting
Trinity Seminary 1980 — 1984
M. Div.
Sheryl Weinbaum Sheryl Weinbaum's UBS Experience 2004 - 2014
Job Registered Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. August 2004 - Present
UBS 2004 - 2014
Center for Financial Planning, Inc. August 2003 - August 2004
Rosenfeld Group 2002 - 2003
Mass Mutual Insurance 2000 - 2002
Integrated Financial Strategies 1999 - 2000
Independence One Investment Group 1994 - 1998
Shearson Lehman Brothers 1993 - 1994
Skills
Sales, Finance, Customer Service, Wealth Management, Marketing, Leadership, Investments, Equities, Social Networking, Banking
Education
Michigan State University 1973 — 1975
None, Liberal Arts
Berkley High School 1970 — 1973
High School Diploma-, Liberal Arts
UBS Financial Services, Inc. August 2004 - Present
UBS 2004 - 2014
Center for Financial Planning, Inc. August 2003 - August 2004
Rosenfeld Group 2002 - 2003
Mass Mutual Insurance 2000 - 2002
Integrated Financial Strategies 1999 - 2000
Independence One Investment Group 1994 - 1998
Shearson Lehman Brothers 1993 - 1994
Skills
Sales, Finance, Customer Service, Wealth Management, Marketing, Leadership, Investments, Equities, Social Networking, Banking
Education
Michigan State University 1973 — 1975
None, Liberal Arts
Berkley High School 1970 — 1973
High School Diploma-, Liberal Arts
Peter McColgan Peter McColgan's UBS Experience April 2009 - Present
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS Financial Services April 2009 - Present
UBS April 2009 - Present
Smith Barney 1990 - 2009
Education
Miami University 1983 — 1987
St. Stephen High School Saginaw
UBS Financial Services April 2009 - Present
UBS April 2009 - Present
Smith Barney 1990 - 2009
Education
Miami University 1983 — 1987
St. Stephen High School Saginaw
Collin Brooks's UBS Experience June 2015 - Present
Job Intern at UBS Financial Services, Student at Mercyhurst University
Industry Financial Services
Experience
UBS June 2015 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Time Management, Customer Service
Education
Mercyhurst University 2012 — 2016
Finance, General
Westlake Highschool 2009 — 2012
UBS June 2015 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Time Management, Customer Service
Education
Mercyhurst University 2012 — 2016
Finance, General
Westlake Highschool 2009 — 2012
Heather Harker Heather Harker's UBS Experience July 2010 - September 2010
Job Financial Analyst at Plastic Omnium
Industry Accounting
Experience
Plastic Omnium July 2015 - Present
Plastic Omnium March 2013 - July 2015
SRG Global, Inc. January 2012 - March 2013
X-Tax December 2010 - April 2011
UBS July 2010 - September 2010
Skills
Financial Analysis, Accounting, Forecasting, Microsoft Excel, Budgets, PowerPoint, Finance, Microsoft Office, Microsoft Word, Financial Reporting, Outlook, Account Reconciliation, SAP, Process Improvement, Account Management, Customer Service, Leadership, Sales, Strategic Planning, Research
Education
Walsh College
Master's degree, Finance, General
Michigan State University 2007 — 2011
B.A., Economics, Business
Plastic Omnium July 2015 - Present
Plastic Omnium March 2013 - July 2015
SRG Global, Inc. January 2012 - March 2013
X-Tax December 2010 - April 2011
UBS July 2010 - September 2010
Skills
Financial Analysis, Accounting, Forecasting, Microsoft Excel, Budgets, PowerPoint, Finance, Microsoft Office, Microsoft Word, Financial Reporting, Outlook, Account Reconciliation, SAP, Process Improvement, Account Management, Customer Service, Leadership, Sales, Strategic Planning, Research
Education
Walsh College
Master's degree, Finance, General
Michigan State University 2007 — 2011
B.A., Economics, Business
Dan Torbeck, CFA Dan Torbeck, CFA's UBS Experience May 1998 - Present
Job Managing Director with FTB Financial Services
Industry Financial Services
Experience
UBS May 1998 - Present
Education
Miami University 1980 — 1983
BS, Finance
UBS May 1998 - Present
Education
Miami University 1980 — 1983
BS, Finance
Jeffrey Nemesi Jeffrey Nemesi's UBS Experience June 2014 - August 2014
Job Summer Analyst at Falcon Square Capital
Industry Financial Services
Experience
globalEDGE August 2012 - Present
Falcon Square Capital June 2015 - August 2015
UBS June 2014 - August 2014
Prestonwood Country Club August 2011 - February 2012
Skills
Social Skills, Social Media, PowerPoint, Teamwork, Microsoft Excel, Leadership, Time Management, Management, Data Analysis, Blogging, Research, Ethical Decision Making, Customer Service, Microsoft Word, Access, Mathematics, Public Speaking, Microsoft Office, EBIT, EBITDA
Education
Michigan State University 2012 — 2016
Bachelor's Degree, Finance, General, Junior
University of St. Andrews 2013 — 2013
International Business, 4.0
Cardinal Gibbons High School 2008 — 2012
globalEDGE August 2012 - Present
Falcon Square Capital June 2015 - August 2015
UBS June 2014 - August 2014
Prestonwood Country Club August 2011 - February 2012
Skills
Social Skills, Social Media, PowerPoint, Teamwork, Microsoft Excel, Leadership, Time Management, Management, Data Analysis, Blogging, Research, Ethical Decision Making, Customer Service, Microsoft Word, Access, Mathematics, Public Speaking, Microsoft Office, EBIT, EBITDA
Education
Michigan State University 2012 — 2016
Bachelor's Degree, Finance, General, Junior
University of St. Andrews 2013 — 2013
International Business, 4.0
Cardinal Gibbons High School 2008 — 2012
A. Vicki Villanueva A. Vicki Villanueva's UBS Experience 1998 - 2010
Job Consultant
Industry Marketing and Advertising
Experience
ESTEE LAUDER November 2014 - Present
Beauty Solutions by Vicki January 2014 - Present
Vicki's Esthetics June 2010 - Present
Aspire Higher 2010 - 2010
UBS 1998 - 2010
UBS Wealth Management March 2001 - July 2005
Skills
Esthetician, Customer Service, Sales, Coaching, Leadership Development, Recruiting, Marketing Management, Retail, Cosmetics, CRM, Direct Sales, New Business Development, Management, Leadership, Social Media, Time Management, Training, Social Networking, Product Marketing, Beauty Industry, Skin Care, Advertising, Teamwork, Trade Shows, Event Planning, B2B, Lead Generation, Brand Management, Relationship Management, Integrated Marketing, Customer Acquisition, Relationship Marketing, Employee Training, Online Marketing, Business Networking, Email Marketing, Event Management
Education
Berkowits School Laser Hair Removal 2015 — 2015
Aesthetician, Aesthetician/Esthetician and Skin Care Specialist
International Dermalogica Institute 2011 — 2013
Professional Skincare Specialist, Aesthetician/Esthetician and Skin Care Specialist
Atelier Esthetique 2010 — 2011
Licensed, Esthetiques
Mercy College 2001 — 2003
MS, Direct Interactive Marketing
Boricua College
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
MLMU
Network Marketing
ESTEE LAUDER November 2014 - Present
Beauty Solutions by Vicki January 2014 - Present
Vicki's Esthetics June 2010 - Present
Aspire Higher 2010 - 2010
UBS 1998 - 2010
UBS Wealth Management March 2001 - July 2005
Skills
Esthetician, Customer Service, Sales, Coaching, Leadership Development, Recruiting, Marketing Management, Retail, Cosmetics, CRM, Direct Sales, New Business Development, Management, Leadership, Social Media, Time Management, Training, Social Networking, Product Marketing, Beauty Industry, Skin Care, Advertising, Teamwork, Trade Shows, Event Planning, B2B, Lead Generation, Brand Management, Relationship Management, Integrated Marketing, Customer Acquisition, Relationship Marketing, Employee Training, Online Marketing, Business Networking, Email Marketing, Event Management
Education
Berkowits School Laser Hair Removal 2015 — 2015
Aesthetician, Aesthetician/Esthetician and Skin Care Specialist
International Dermalogica Institute 2011 — 2013
Professional Skincare Specialist, Aesthetician/Esthetician and Skin Care Specialist
Atelier Esthetique 2010 — 2011
Licensed, Esthetiques
Mercy College 2001 — 2003
MS, Direct Interactive Marketing
Boricua College
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
MLMU
Network Marketing
Monica Ivey Monica Ivey's UBS Experience May 2008 - November 2010
Job Clinical Campaign Messaging Management Consultant at Humana
Industry Financial Services
Experience
Humana April 2015 - Present
Fifth Third Bank (ClearArc Capital, formerly FTAM/Fifth Third Asset Management) April 2013 - April 2015
Fifth Third Asset Management August 2011 - April 2013
Fifth Third Asset Management October 2010 - August 2011
UBS May 2008 - November 2010
GE Money May 2007 - August 2007
Skills
Marketing, Microsoft Office, Marketing Strategy, Advertising, Sales, Strategic Planning, Database Admin, Project Management, Internal Communications, Business Correspondence, Adobe Creative Suite, Editing, Customer Service, Finance, Marketing & Branding..., Event Planning &..., Database Management, Market Research /..., Presentation Creation, TV, Print, Digital &..., Six Sigma-White Belt, Microsoft Office Suite, Marketing Material..., SQL
Education
Miami University 2004 — 2008
B.A., Organizational Speech Communications
Humana April 2015 - Present
Fifth Third Bank (ClearArc Capital, formerly FTAM/Fifth Third Asset Management) April 2013 - April 2015
Fifth Third Asset Management August 2011 - April 2013
Fifth Third Asset Management October 2010 - August 2011
UBS May 2008 - November 2010
GE Money May 2007 - August 2007
Skills
Marketing, Microsoft Office, Marketing Strategy, Advertising, Sales, Strategic Planning, Database Admin, Project Management, Internal Communications, Business Correspondence, Adobe Creative Suite, Editing, Customer Service, Finance, Marketing & Branding..., Event Planning &..., Database Management, Market Research /..., Presentation Creation, TV, Print, Digital &..., Six Sigma-White Belt, Microsoft Office Suite, Marketing Material..., SQL
Education
Miami University 2004 — 2008
B.A., Organizational Speech Communications
Sam Blumke Sam Blumke's UBS Experience 2007 - 2009
Job JPMorgan Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. 2013 - Present
Scarborough Capital Management 2011 - 2013
Merrill Lynch 2010 - 2011
Doeren Mayhew Financial Advisors 2009 - July 2010
UBS 2007 - 2009
Smith Barney K-Group 2002 - 2007
Education
Michigan State University 1987 — 1994
JPMorgan Chase Bank, N.A. 2013 - Present
Scarborough Capital Management 2011 - 2013
Merrill Lynch 2010 - 2011
Doeren Mayhew Financial Advisors 2009 - July 2010
UBS 2007 - 2009
Smith Barney K-Group 2002 - 2007
Education
Michigan State University 1987 — 1994
Victor Hebditch's UBS Experience August 2013 - October 2013
Job Portfolio Management Assistant at EFG Bank
Industry Financial Services
Experience
EFG Bank November 2013 - Present
UBS August 2013 - October 2013
Citi June 2012 - December 2012
Roni June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Critical Thinking, Spanish, Teamwork, Leadership, Bloomberg
Education
University of Central Florida 2012 — 2013
Bachelor's degree, Finance, General, 3.55
Miami Dade College 2009 — 2011
Associate's degree, 3.7
EFG Bank November 2013 - Present
UBS August 2013 - October 2013
Citi June 2012 - December 2012
Roni June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Critical Thinking, Spanish, Teamwork, Leadership, Bloomberg
Education
University of Central Florida 2012 — 2013
Bachelor's degree, Finance, General, 3.55
Miami Dade College 2009 — 2011
Associate's degree, 3.7
Michael Sotak Michael Sotak's UBS Experience 2013 - 2013
Job Financial | Analyst
Industry Financial Services
Experience
Finance 2013 - Present
McAdam Financial Group 2014 - 2015
UBS 2013 - 2013
Miami University 2013 - 2013
Skills
Equities, Financial Modeling, Fixed Income, Valuation, Investments, Bloomberg, Derivatives, Investment Banking, Economics, Financial Analysis, Capital Markets, Corporate Finance, Team Leadership, Microeconomics
Education
Miami University 2013 — 2014
Master of Arts (MA), Economics
Miami University 2010 — 2014
Bachelor of Science (BS), Economics
Finance 2013 - Present
McAdam Financial Group 2014 - 2015
UBS 2013 - 2013
Miami University 2013 - 2013
Skills
Equities, Financial Modeling, Fixed Income, Valuation, Investments, Bloomberg, Derivatives, Investment Banking, Economics, Financial Analysis, Capital Markets, Corporate Finance, Team Leadership, Microeconomics
Education
Miami University 2013 — 2014
Master of Arts (MA), Economics
Miami University 2010 — 2014
Bachelor of Science (BS), Economics
Jo Ann Reeves Jo Ann Reeves's UBS Experience 2002 - 2004
Job University Advancement Paralegal at UNC General Administration
Industry Nonprofit Organization Management
Experience
Carlton Law PLLC January 2014 - April 2015
RTI International January 2013 - July 2013
Delphi Healthcare Partners, Inc. July 2006 - October 2012
UBS 2002 - 2004
Skills
Customer Service, Recruiting, Microsoft Word, Microsoft Excel, Microsoft Office, Team Building, Healthcare, Employee Relations, Process Scheduler, Accounts Receivable, Budgets, Business Development, Data Entry, Event Planning, Human Resources, Leadership, Leadership Development, Management, Negotiation, Nonprofits, PowerPoint, Program Management, Project Management, Public Speaking, Research, Software Documentation, Strategic Planning, Training
Education
Meredith College 1973 — 1977
BA, Education
Meredith College
Paralegal Program, ABA-Approved and NC State Bar Qualified Post-Baccalaureate Certificate Program; May 2014
Carlton Law PLLC January 2014 - April 2015
RTI International January 2013 - July 2013
Delphi Healthcare Partners, Inc. July 2006 - October 2012
UBS 2002 - 2004
Skills
Customer Service, Recruiting, Microsoft Word, Microsoft Excel, Microsoft Office, Team Building, Healthcare, Employee Relations, Process Scheduler, Accounts Receivable, Budgets, Business Development, Data Entry, Event Planning, Human Resources, Leadership, Leadership Development, Management, Negotiation, Nonprofits, PowerPoint, Program Management, Project Management, Public Speaking, Research, Software Documentation, Strategic Planning, Training
Education
Meredith College 1973 — 1977
BA, Education
Meredith College
Paralegal Program, ABA-Approved and NC State Bar Qualified Post-Baccalaureate Certificate Program; May 2014
William Johansen's UBS Experience May 2011 - August 2011
Job Financial Services Advisory at Ernst & Young
Industry Financial Services
Experience
EY September 2014 - Present
Goldman Sachs June 2013 - August 2013
Federal Reserve Bank of New York May 2012 - August 2012
UBS May 2011 - August 2011
Skills
Accounting, Microsoft Office, Team Leadership, Financial Modeling, Bloomberg, Alternative Investments, Asset Management, Finance
Education
Mercy College 2010 — 2014
Bachelor's Degree, Accounting, Finance, 3.96
EY September 2014 - Present
Goldman Sachs June 2013 - August 2013
Federal Reserve Bank of New York May 2012 - August 2012
UBS May 2011 - August 2011
Skills
Accounting, Microsoft Office, Team Leadership, Financial Modeling, Bloomberg, Alternative Investments, Asset Management, Finance
Education
Mercy College 2010 — 2014
Bachelor's Degree, Accounting, Finance, 3.96
Christopher Maly's UBS Experience May 2009 - August 2009
Job Supply Chain Analyst at MillerCoors
Industry Logistics and Supply Chain
Experience
MillerCoors January 2015 - Present
Ford Motor Company June 2013 - October 2014
Ford Motor Company July 2011 - June 2013
Ford Motor Company May 2010 - August 2010
UBS May 2009 - August 2009
SalonCentric - A Division of L'Oreal USA May 2004 - December 2007
Education
Michigan State University 2007 — 2011
BA
Detroit Catholic Central HS 2003 — 2007
MillerCoors January 2015 - Present
Ford Motor Company June 2013 - October 2014
Ford Motor Company July 2011 - June 2013
Ford Motor Company May 2010 - August 2010
UBS May 2009 - August 2009
SalonCentric - A Division of L'Oreal USA May 2004 - December 2007
Education
Michigan State University 2007 — 2011
BA
Detroit Catholic Central HS 2003 — 2007
Hoby Park's UBS Experience July 2014 - Present
Job Hedge Fund Accountant at UBS
Industry Accounting
Experience
UBS July 2014 - Present
BTG Pactual March 2014 - June 2014
TD Ameritrade June 2013 - February 2014
Rothstein Kass October 2012 - May 2013
Flash Global Logistics Inc. December 2011 - October 2012
Core Technology Solutions January 2011 - September 2011
National Securities Corporation May 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access Database, PeopleSoft, Microsoft CRM, Financial Accounting, Tax Preparation, Corporate Tax, Tax Accounting, Tax Returns, State Tax, Auditing, GoSystems, CCH ProSystem fx, CCH, MFACT
Education
William Paterson University of New Jersey 2006 — 2010
B.S., Business Administration/Economics
William Paterson University, Christos M. Costsakos College of Business
Bachelor of Science
Metropolitan State University of Denver 2012 — 2013
Certificate of Accounting, Accounting
UBS July 2014 - Present
BTG Pactual March 2014 - June 2014
TD Ameritrade June 2013 - February 2014
Rothstein Kass October 2012 - May 2013
Flash Global Logistics Inc. December 2011 - October 2012
Core Technology Solutions January 2011 - September 2011
National Securities Corporation May 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access Database, PeopleSoft, Microsoft CRM, Financial Accounting, Tax Preparation, Corporate Tax, Tax Accounting, Tax Returns, State Tax, Auditing, GoSystems, CCH ProSystem fx, CCH, MFACT
Education
William Paterson University of New Jersey 2006 — 2010
B.S., Business Administration/Economics
William Paterson University, Christos M. Costsakos College of Business
Bachelor of Science
Metropolitan State University of Denver 2012 — 2013
Certificate of Accounting, Accounting
Ian Lethbridge Ian Lethbridge's UBS Experience July 2008 - July 2009
Job Finance Specialist at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation May 2014 - Present
Intel Corporation August 2011 - May 2014
Intel Corporation May 2010 - August 2010
UBS July 2008 - July 2009
Flint Mass Transportation Authority October 2005 - December 2007
Flint Mass Transportation Authority July 2004 - October 2005
Education
Michigan State University - The Eli Broad Graduate School of Management 2009 — 2011
Master of Business Administration, Finance, Marketing
Michigan State University 2000 — 2004
BA, Finance
Intel Corporation May 2014 - Present
Intel Corporation August 2011 - May 2014
Intel Corporation May 2010 - August 2010
UBS July 2008 - July 2009
Flint Mass Transportation Authority October 2005 - December 2007
Flint Mass Transportation Authority July 2004 - October 2005
Education
Michigan State University - The Eli Broad Graduate School of Management 2009 — 2011
Master of Business Administration, Finance, Marketing
Michigan State University 2000 — 2004
BA, Finance
Tracey Rideout Tracey Rideout's UBS Experience August 2001 - January 2003
Job Manager, Software Development at Dimensional Fund Advisors
Industry Information Technology and Services
Experience
Dimensional Fund Advisors March 2015 - Present
Texas Workforce Commission November 2010 - February 2015
NovaQuest LLC January 2009 - August 2010
Dassault Systemes August 2003 - December 2008
UBS August 2001 - January 2003
Mount Sinai School of Medicine June 2000 - July 2001
Mount Sinai School of Medicine June 1997 - June 2000
Skills
Management, SDLC, Software Project..., Product Lifecycle..., Requirements Analysis, Systems Analysis, Quality Assurance, IT Governance, Process Improvement, Legacy Modernization, Business Transformation, Software Quality..., Test Management, Testing, Quality Center, Manual Testing, Software Development, Enterprise Software, Java, Unix, Oracle, Integration, SQL, HTML, XML, JavaScript, PDM, SaaS, Product Management, Agile Methodologies, Lean Six Sigma, Business Analysis, IT Operations Management, Offshore Management, Program Management
Education
University of North Carolina at Charlotte 2008 — 2010
MS, Economics
McMaster University
BA, Labor Studies
Dimensional Fund Advisors March 2015 - Present
Texas Workforce Commission November 2010 - February 2015
NovaQuest LLC January 2009 - August 2010
Dassault Systemes August 2003 - December 2008
UBS August 2001 - January 2003
Mount Sinai School of Medicine June 2000 - July 2001
Mount Sinai School of Medicine June 1997 - June 2000
Skills
Management, SDLC, Software Project..., Product Lifecycle..., Requirements Analysis, Systems Analysis, Quality Assurance, IT Governance, Process Improvement, Legacy Modernization, Business Transformation, Software Quality..., Test Management, Testing, Quality Center, Manual Testing, Software Development, Enterprise Software, Java, Unix, Oracle, Integration, SQL, HTML, XML, JavaScript, PDM, SaaS, Product Management, Agile Methodologies, Lean Six Sigma, Business Analysis, IT Operations Management, Offshore Management, Program Management
Education
University of North Carolina at Charlotte 2008 — 2010
MS, Economics
McMaster University
BA, Labor Studies
Valarie Dreliozis Valarie Dreliozis's UBS Experience May 2014 - Present
Job Client Services Associate at UBS Financial Services
Industry Financial Services
Experience
UBS May 2014 - Present
Kohl's Department Stores May 2013 - August 2013
Michigan State University January 2013 - May 2013
UBS May 2012 - August 2012
Skills
Risk Management, Management, Finance, Portfolio Management, Marketing, Financial Risk, Internal Audit
Education
Michigan State University 2012 — 2014
Bachelor's Degree, Finance
Muskegon Community College 2010 — 2012
BA, Finance
UBS May 2014 - Present
Kohl's Department Stores May 2013 - August 2013
Michigan State University January 2013 - May 2013
UBS May 2012 - August 2012
Skills
Risk Management, Management, Finance, Portfolio Management, Marketing, Financial Risk, Internal Audit
Education
Michigan State University 2012 — 2014
Bachelor's Degree, Finance
Muskegon Community College 2010 — 2012
BA, Finance
Tyler Holocher Tyler Holocher's UBS Experience January 2012 - January 2013
Job UBS Financial Services
Industry Financial Services
Experience
UBS January 2012 - January 2013
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Finance & Entrepreneurship
UBS January 2012 - January 2013
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Finance & Entrepreneurship
Jeffrey Smith, CFP® ChFC® CRPC® Jeffrey Smith, CFP® ChFC® CRPC®'s UBS Experience June 2002 - June 2007
Job Vice President Wealth Management, Complex Sales Manager
Industry Financial Services
Experience
UBS Financial Services Inc August 2011 - Present
Merrill Lynch June 2007 - August 2011
UBS June 2002 - June 2007
Morgan Stanley December 2000 - June 2002
Education
Michigan State University
UBS Financial Services Inc August 2011 - Present
Merrill Lynch June 2007 - August 2011
UBS June 2002 - June 2007
Morgan Stanley December 2000 - June 2002
Education
Michigan State University
Cassie Wightman, AWMA®'s UBS Experience July 2013 - Present
Job Wealth Planning Analyst at UBS
Industry Financial Services
Experience
UBS July 2013 - Present
Bloomberg February 2012 - June 2013
Bloomberg LP March 2011 - February 2012
Education
Michigan State University 2006 — 2010
Bachelor of Science (B.S.), Physiology, General
UBS July 2013 - Present
Bloomberg February 2012 - June 2013
Bloomberg LP March 2011 - February 2012
Education
Michigan State University 2006 — 2010
Bachelor of Science (B.S.), Physiology, General
Erin Kern Timmerding, CFP®, CRPC®'s UBS Experience June 1995 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS June 1995 - Present
Education
Xavier University 1997 — 2001
MBA, Masters of Business Adminstration
Miami University 1991 — 1994
Bachelor of Arts, Speech Communication
Xavier University 1990 — 1991
Notre Dame Academy 1986 — 1990
UBS June 1995 - Present
Education
Xavier University 1997 — 2001
MBA, Masters of Business Adminstration
Miami University 1991 — 1994
Bachelor of Arts, Speech Communication
Xavier University 1990 — 1991
Notre Dame Academy 1986 — 1990
David L. Neer David L. Neer's UBS Experience September 2014 - Present
Job Sr. Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS September 2014 - Present
Merrill Lynch August 2010 - September 2014
Skills
Retirement Planning, Wealth Management, Asset Allocation, Finance, Series 7, Retirement, Asset Management, Investment Strategies, Portfolio Management, Fundraising, IRAs, 401k, Long-term Care
Education
Miami University 1956 — 1960
AB, Math
UBS September 2014 - Present
Merrill Lynch August 2010 - September 2014
Skills
Retirement Planning, Wealth Management, Asset Allocation, Finance, Series 7, Retirement, Asset Management, Investment Strategies, Portfolio Management, Fundraising, IRAs, 401k, Long-term Care
Education
Miami University 1956 — 1960
AB, Math
Robert Saccomanno Robert Saccomanno's UBS Experience May 2008 - October 2009
Job Americas Regional Service Delivery Manager at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Investment Bank October 2013 - Present
UBS Investment Bank August 2012 - Present
UBS Investment Bank October 2009 - January 2010
UBS Investment Bank June 2008 - October 2009
UBS May 2008 - October 2009
GE 1988 - 1997
Skills
Trading Systems, Market Data, Trading, Electronic Trading, Software Documentation, Reference Data, Low Latency, Vendor Management, Exchange Connectivity, Bloomberg, Capital Markets, Equities, Equity Trading, Options, Back Office, Prime Brokerage, Equity Derivatives, Disaster Recovery, Financial Markets, Hedge Funds, Investment Banking, Credit Derivatives, Derivatives, Middle Office, FX Options, Fixed Income, Capacity Management, Issue Resolution..., Event Management, Foreign Exchange, Compliance, Bloomberg Terminal, Reuters 3000, Reuters, Bloomberg Software, Futures Trading, Data Circuits, Process Improvement, Business Continuity..., Desktop Computers, Desktop Application..., Desktop Support..., FX trading, Windows 7, Blackberry, Financial Services, Bonds, Swaps, Service Delivery
Education
Brewster
Mercy College
UBS Investment Bank October 2013 - Present
UBS Investment Bank August 2012 - Present
UBS Investment Bank October 2009 - January 2010
UBS Investment Bank June 2008 - October 2009
UBS May 2008 - October 2009
GE 1988 - 1997
Skills
Trading Systems, Market Data, Trading, Electronic Trading, Software Documentation, Reference Data, Low Latency, Vendor Management, Exchange Connectivity, Bloomberg, Capital Markets, Equities, Equity Trading, Options, Back Office, Prime Brokerage, Equity Derivatives, Disaster Recovery, Financial Markets, Hedge Funds, Investment Banking, Credit Derivatives, Derivatives, Middle Office, FX Options, Fixed Income, Capacity Management, Issue Resolution..., Event Management, Foreign Exchange, Compliance, Bloomberg Terminal, Reuters 3000, Reuters, Bloomberg Software, Futures Trading, Data Circuits, Process Improvement, Business Continuity..., Desktop Computers, Desktop Application..., Desktop Support..., FX trading, Windows 7, Blackberry, Financial Services, Bonds, Swaps, Service Delivery
Education
Brewster
Mercy College
Mary Wingrove Mary Wingrove's UBS Experience February 2000 - June 2001
Job Certified Financial Planner at VALIC
Industry Financial Services
Experience
VALIC July 2013 - Present
Nationwide Financial January 2013 - June 2013
Allstate September 2011 - January 2013
PNC Wealth Management January 2010 - August 2011
Northwestern Mutual February 2009 - January 2010
AIG Retirement February 2005 - February 2009
National City Bank January 2002 - November 2004
UBS February 2000 - June 2001
PNC Financial Services Group April 1986 - November 1999
PNC Bank 1986 - 1999
Skills
Retirement Planning
Education
Mercyhurst College 1997 — 2003
Bachelor of Arts (B.A.), Business Management and Finance
McDowell
VALIC July 2013 - Present
Nationwide Financial January 2013 - June 2013
Allstate September 2011 - January 2013
PNC Wealth Management January 2010 - August 2011
Northwestern Mutual February 2009 - January 2010
AIG Retirement February 2005 - February 2009
National City Bank January 2002 - November 2004
UBS February 2000 - June 2001
PNC Financial Services Group April 1986 - November 1999
PNC Bank 1986 - 1999
Skills
Retirement Planning
Education
Mercyhurst College 1997 — 2003
Bachelor of Arts (B.A.), Business Management and Finance
McDowell
Scott Schubert Scott Schubert's UBS Experience July 2012 - August 2012
Job Sr. Associate, Compensation & Benefits Consulting at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP August 2015 - Present
Pearl Meyer & Partners February 2014 - August 2015
Miami University August 2009 - December 2013
UBS July 2012 - August 2012
The Wasserstrom Company June 2012 - August 2012
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Market Research, Public Speaking, Capital IQ, Financial Services, Investments, Corporate Finance, Valuation, Microsoft Office, Finance, SAP, SAS
Education
Miami University 2009 — 2013
Bachelor of Science (BS), Finance
Grant Thornton LLP August 2015 - Present
Pearl Meyer & Partners February 2014 - August 2015
Miami University August 2009 - December 2013
UBS July 2012 - August 2012
The Wasserstrom Company June 2012 - August 2012
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Market Research, Public Speaking, Capital IQ, Financial Services, Investments, Corporate Finance, Valuation, Microsoft Office, Finance, SAP, SAS
Education
Miami University 2009 — 2013
Bachelor of Science (BS), Finance
Miana Campbell's UBS Experience November 2013 - March 2014
Job Wealth Planning Analyst
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
UBS Wealth Management April 2014 - April 2015
UBS November 2013 - March 2014
UBS March 2013 - November 2013
USA Bird Supply January 2012 - February 2013
Skills
Microsoft Office, Diversity & Inclusion, Segmentation, Online Research, Manage Client..., PowerPoint, Microsoft Excel, Market Research, Customer Insight, Coordinating Events, Business Process..., Employee Training, Microsoft Word, Customer Service, Feedback Management, Offshore Management, Cross Functional Team..., Financial Education, Professional..., Optima, MyCampus, Financial Services, Organizational..., Public Speaking, Relationship Management, Financial Planning
Education
Saint Mary's University, Twickenham (UK) 2013 — 2014
Graduate, International Business Practice
Universidad Veritas 2011 — 2011
Study Abroad, International/Global Studies
Mercyhurst University 2008 — 2011
Bachelor of Arts, Business; Management, 3.7
UBS Wealth Management May 2015 - Present
UBS Wealth Management April 2014 - April 2015
UBS November 2013 - March 2014
UBS March 2013 - November 2013
USA Bird Supply January 2012 - February 2013
Skills
Microsoft Office, Diversity & Inclusion, Segmentation, Online Research, Manage Client..., PowerPoint, Microsoft Excel, Market Research, Customer Insight, Coordinating Events, Business Process..., Employee Training, Microsoft Word, Customer Service, Feedback Management, Offshore Management, Cross Functional Team..., Financial Education, Professional..., Optima, MyCampus, Financial Services, Organizational..., Public Speaking, Relationship Management, Financial Planning
Education
Saint Mary's University, Twickenham (UK) 2013 — 2014
Graduate, International Business Practice
Universidad Veritas 2011 — 2011
Study Abroad, International/Global Studies
Mercyhurst University 2008 — 2011
Bachelor of Arts, Business; Management, 3.7
Michael Kirsten Michael Kirsten's UBS Experience June 2014 - August 2014
Job Account Management Finance and Strategy at CEB
Industry Management Consulting
Experience
CEB August 2015 - Present
Ace Hardware September 2010 - June 2015
UBS June 2014 - August 2014
Cape Cod Lumber Co., Inc May 2014 - August 2014
Thunder Sports - Wellesley, MA September 2009 - September 2010
West End House Camp June 2008 - August 2009
Skills
Management Consulting, Entrepreneurship, Microsoft Office, Microsoft Excel, Morningstar, Spanish, Critical Thinking, Time Management
Education
Miami University 2012 — 2015
History, Public Administration, Business Legal Studies
Autonomous University of Barcelona 2013 — 2013
International Business
University of New Hampshire 2011 — 2012
History
CEB August 2015 - Present
Ace Hardware September 2010 - June 2015
UBS June 2014 - August 2014
Cape Cod Lumber Co., Inc May 2014 - August 2014
Thunder Sports - Wellesley, MA September 2009 - September 2010
West End House Camp June 2008 - August 2009
Skills
Management Consulting, Entrepreneurship, Microsoft Office, Microsoft Excel, Morningstar, Spanish, Critical Thinking, Time Management
Education
Miami University 2012 — 2015
History, Public Administration, Business Legal Studies
Autonomous University of Barcelona 2013 — 2013
International Business
University of New Hampshire 2011 — 2012
History
Duncan Walsh Duncan Walsh's UBS Experience July 2012 - August 2012
Job Account Manager at CoStar Group
Industry Marketing and Advertising
Experience
CoStar Group June 2015 - Present
IMG August 2013 - June 2015
The Woods August 2013 - April 2015
Hard Times Cafe December 2013 - July 2014
Neptune Aquatics and Curl Burk Swim Co. May 2008 - August 2013
UBS July 2012 - August 2012
Intergrated July 2008 - August 2009
Integrated Group 2009 - 2009
Skills
Microsoft Office, Social Media, Sports, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Event Planning, Customer Service, Teamwork, Facebook, Research, Social Networking, Sports Marketing, Marketing Strategy, Market Research, Social Promotion, Bartending, Mixologist, Cpr Certified, Aqatic Facility..., Certified Pool Operator, Event Management, Marketing, LGBT rights
Education
Miami University 2011 — 2015
Bachelor of Science (BS), Sports Administration, Senior
Wakefield
CoStar Group June 2015 - Present
IMG August 2013 - June 2015
The Woods August 2013 - April 2015
Hard Times Cafe December 2013 - July 2014
Neptune Aquatics and Curl Burk Swim Co. May 2008 - August 2013
UBS July 2012 - August 2012
Intergrated July 2008 - August 2009
Integrated Group 2009 - 2009
Skills
Microsoft Office, Social Media, Sports, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Event Planning, Customer Service, Teamwork, Facebook, Research, Social Networking, Sports Marketing, Marketing Strategy, Market Research, Social Promotion, Bartending, Mixologist, Cpr Certified, Aqatic Facility..., Certified Pool Operator, Event Management, Marketing, LGBT rights
Education
Miami University 2011 — 2015
Bachelor of Science (BS), Sports Administration, Senior
Wakefield
Katherine Ritsema Katherine Ritsema's UBS Experience May 2007 - August 2007
Job Manager at KPMG
Industry Computer Software
Experience
KPMG July 2015 - Present
Northern Trust Corporation March 2014 - July 2015
IBM April 2011 - March 2014
IBM June 2007 - April 2011
UBS May 2007 - August 2007
Skills
EPM, HFM, Hyperion Financial..., Hyperion Enterprise, Analysis, Data Integration, Consolidation, Business Analytics, FDQM, Hyperion Financial..., Financial Close Manager
Education
Miami University 2003 — 2007
B.S., Finance, International Business
Marian High School
KPMG July 2015 - Present
Northern Trust Corporation March 2014 - July 2015
IBM April 2011 - March 2014
IBM June 2007 - April 2011
UBS May 2007 - August 2007
Skills
EPM, HFM, Hyperion Financial..., Hyperion Enterprise, Analysis, Data Integration, Consolidation, Business Analytics, FDQM, Hyperion Financial..., Financial Close Manager
Education
Miami University 2003 — 2007
B.S., Finance, International Business
Marian High School
Tripp Sims Tripp Sims's UBS Experience May 2014 - July 2014
Job Student at Mississippi State University
Industry Accounting
Experience
Mississippi Delta Ducks August 2014 - Present
UBS May 2014 - July 2014
Weidmann's June 2012 - July 2013
Ideal Software Systems, Inc. April 2010 - June 2012
Education
Mississippi State University 2013 — 2015
Accounting
Meridian Community College 2011 — 2013
Accounting
Mississippi Delta Ducks August 2014 - Present
UBS May 2014 - July 2014
Weidmann's June 2012 - July 2013
Ideal Software Systems, Inc. April 2010 - June 2012
Education
Mississippi State University 2013 — 2015
Accounting
Meridian Community College 2011 — 2013
Accounting
Alex Jevic Alex Jevic's UBS Experience May 2013 - August 2013
Job FLDP Financial Analyst at Vantiv
Industry Financial Services
Experience
Vantiv June 2015 - Present
Vantiv May 2014 - August 2014
UBS May 2013 - August 2013
Journeyman LLC. May 2012 - August 2012
Flyover Studios, LLC May 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, Essbase, Oracle, Valuation, Research, Fundamental Analysis, Analytics, Equity Research, DCF, Spreadsheets, Investments, Training the Street, Financial Analysis, Bloomberg Terminal, Finance, Analysis, Equities, Corporate Finance, Cash Flow, DCF Valuation, LBO Model, MS Excel Pivot Tables, Sensitivity Analysis, Stocks, Pitch Books, Industry Analysis, M&A, Leadership, Market Research
Education
Miami University 2012 — 2015
Farmer School of Business, B.S., Business - Finance, Senior
University of Cincinnati 2011 — 2011
Architecture (transferred out)
Mariemont High School 2007 — 2011
Vantiv June 2015 - Present
Vantiv May 2014 - August 2014
UBS May 2013 - August 2013
Journeyman LLC. May 2012 - August 2012
Flyover Studios, LLC May 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, Essbase, Oracle, Valuation, Research, Fundamental Analysis, Analytics, Equity Research, DCF, Spreadsheets, Investments, Training the Street, Financial Analysis, Bloomberg Terminal, Finance, Analysis, Equities, Corporate Finance, Cash Flow, DCF Valuation, LBO Model, MS Excel Pivot Tables, Sensitivity Analysis, Stocks, Pitch Books, Industry Analysis, M&A, Leadership, Market Research
Education
Miami University 2012 — 2015
Farmer School of Business, B.S., Business - Finance, Senior
University of Cincinnati 2011 — 2011
Architecture (transferred out)
Mariemont High School 2007 — 2011
Alexandra Moody Alexandra Moody's UBS Experience June 2012 - July 2012
Job IT Systems Analyst/Admin at Tower International
Industry Information Technology and Services
Experience
Tower International May 2013 - Present
Jimmy's Pub May 2011 - May 2013
UBS June 2012 - July 2012
National Coney Island August 2010 - May 2011
Olga's Kitchen January 2009 - August 2009
Skills
QAD, Cyberquery, Finance, Financial Analysis, Economics, PowerPoint, Microsoft Office, Accounting, Teamwork, Microsoft Excel, Statistics, Corporate Finance, Bloomberg, Bloomberg Terminal, Financial Reporting, Financial Accounting, Access
Education
Wayne State University 2015 — 2018
Master of Business Administration (MBA), Accounting and Finance
Michigan State University 2009 — 2013
Bachelor's degree, Finance, General, 3.34
Lahser High School 2005 — 2009
Tower International May 2013 - Present
Jimmy's Pub May 2011 - May 2013
UBS June 2012 - July 2012
National Coney Island August 2010 - May 2011
Olga's Kitchen January 2009 - August 2009
Skills
QAD, Cyberquery, Finance, Financial Analysis, Economics, PowerPoint, Microsoft Office, Accounting, Teamwork, Microsoft Excel, Statistics, Corporate Finance, Bloomberg, Bloomberg Terminal, Financial Reporting, Financial Accounting, Access
Education
Wayne State University 2015 — 2018
Master of Business Administration (MBA), Accounting and Finance
Michigan State University 2009 — 2013
Bachelor's degree, Finance, General, 3.34
Lahser High School 2005 — 2009
John F. Fox John F. Fox's UBS Experience April 2009 - Present
Job
Industry Banking
Experience
Chain IQ Group AG May 2014 - Present
UBS April 2009 - Present
UBS June 2008 - March 2009
UBS January 2005 - June 2008
UBS January 2001 - December 2004
CompuCom / ENTEX April 1998 - September 2000
V-Band 1994 - 1998
IBM 1987 - 1993
Skills
Program Management, Vendor Management, Supply Chain, E-procurement, Procure-to-Pay, P2P Platform Management, Purchasing Processes, Strategic Sourcing, Procurement, Technology Change..., Transformation Programs, SAP SRM, Multi-Cultural Team..., Catalog Management, Strategy, Management
Education
Mercy College
B.S., Organizational Management
Chapman School of Seamanship 1993 — 1993
Certification, US Coast Guard Certified Mariner
Chain IQ Group AG May 2014 - Present
UBS April 2009 - Present
UBS June 2008 - March 2009
UBS January 2005 - June 2008
UBS January 2001 - December 2004
CompuCom / ENTEX April 1998 - September 2000
V-Band 1994 - 1998
IBM 1987 - 1993
Skills
Program Management, Vendor Management, Supply Chain, E-procurement, Procure-to-Pay, P2P Platform Management, Purchasing Processes, Strategic Sourcing, Procurement, Technology Change..., Transformation Programs, SAP SRM, Multi-Cultural Team..., Catalog Management, Strategy, Management
Education
Mercy College
B.S., Organizational Management
Chapman School of Seamanship 1993 — 1993
Certification, US Coast Guard Certified Mariner
Charles Altendorfer, CFP® Charles Altendorfer, CFP®'s UBS Experience May 2010 - June 2012
Job Senior Financial Paraplanner at Ameriprise Financial Private Wealth Advisor Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
UBS May 2010 - June 2012
UBS June 2007 - May 2010
Skills
Series 7, Finance, Asset Allocation, Wealth Management, Retirement Planning, Mutual Funds, Financial Modeling, Investment Advisory, Investments, Portfolio Management, Financial Planning, Investment Sales
Education
Miami University 2002 — 2006
BS, Finance, Decision Science
Swiss Finance Academy 2005 — 2005
Non-degree program, Capital Markets
Ameriprise Financial Services, Inc. June 2012 - Present
UBS May 2010 - June 2012
UBS June 2007 - May 2010
Skills
Series 7, Finance, Asset Allocation, Wealth Management, Retirement Planning, Mutual Funds, Financial Modeling, Investment Advisory, Investments, Portfolio Management, Financial Planning, Investment Sales
Education
Miami University 2002 — 2006
BS, Finance, Decision Science
Swiss Finance Academy 2005 — 2005
Non-degree program, Capital Markets
William Black William Black's UBS Experience August 2014 - Present
Job Barnes Black Dakoske Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS August 2014 - Present
J.P. Morgan August 2010 - July 2014
UBS May 2006 - August 2010
Fifth Third Bank October 2002 - May 2006
Skills
Portfolio Management
Education
Miami University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
UBS August 2014 - Present
J.P. Morgan August 2010 - July 2014
UBS May 2006 - August 2010
Fifth Third Bank October 2002 - May 2006
Skills
Portfolio Management
Education
Miami University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
Brad Gutch's UBS Experience 2000 - 2002
Job Solution Architect at OptumInsight
Industry Information Technology and Services
Experience
OptumInsight 2011 - Present
i3 Global 2008 - 2011
UBS 2000 - 2002
Skills
Java
Education
Miami University 1990 — 1994
BS, Computer Systems Analysis
OptumInsight 2011 - Present
i3 Global 2008 - 2011
UBS 2000 - 2002
Skills
Java
Education
Miami University 1990 — 1994
BS, Computer Systems Analysis
Darren Bank Darren Bank's UBS Experience May 2005 - August 2005
Job Associate, Restructuring and Special Situations Group at Macquarie Capital (USA), Inc.
Industry Investment Banking
Experience
Macquarie Capital (USA), Inc. March 2015 - Present
Macquarie Capital (USA), Inc. August 2013 - February 2015
CDW August 2011 - August 2013
Education Growth Advisors January 2013 - June 2013
Wolf Point Growth Partners March 2012 - August 2012
CDW Government LLC October 2007 - September 2011
Accredited Home Lenders June 2006 - June 2007
UBS May 2005 - August 2005
Skills
Financial Analysis, Strategy, Valuation, Financial Modeling, Investments, Pricing Strategy, Sales, Mortgage Banking, Credit Analysis, Due Diligence, Strategic Planning, Leadership, Entrepreneurship, Enterprise Software, Finance, Strategic Partnerships, Sales Operations, Marketing, Competitive Analysis, Selling, Business Development, Pricing
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, Management Strategy, Entrepreneurship
Miami University 2002 — 2006
Bachelor of Science in Business, Marketing & Decision Sciences
Macquarie Capital (USA), Inc. March 2015 - Present
Macquarie Capital (USA), Inc. August 2013 - February 2015
CDW August 2011 - August 2013
Education Growth Advisors January 2013 - June 2013
Wolf Point Growth Partners March 2012 - August 2012
CDW Government LLC October 2007 - September 2011
Accredited Home Lenders June 2006 - June 2007
UBS May 2005 - August 2005
Skills
Financial Analysis, Strategy, Valuation, Financial Modeling, Investments, Pricing Strategy, Sales, Mortgage Banking, Credit Analysis, Due Diligence, Strategic Planning, Leadership, Entrepreneurship, Enterprise Software, Finance, Strategic Partnerships, Sales Operations, Marketing, Competitive Analysis, Selling, Business Development, Pricing
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, Management Strategy, Entrepreneurship
Miami University 2002 — 2006
Bachelor of Science in Business, Marketing & Decision Sciences
Larry Bober Larry Bober's UBS Experience January 2004 - January 2005
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade May 2014 - Present
TD Ameritrade March 2006 - May 2014
Thrivent Financial March 2005 - March 2006
UBS January 2004 - January 2005
Self-employed 2000 - 2003
AAA Oklahoma/South Dakota 1980 - 2000
Skills
Series 7, Series 9, Series 10, Series 66, Asset Allocation, Investments, Finance, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Investment Strategies, Securities, Financial Services, Portfolio Management, FINRA
Education
Michigan State University
Bachelor of Science (B.S.) Honors College
The American Institute for CPCU
CPCU
The University of Texas at Dallas
Certified Financial Planner Certificate Program
Scottrade May 2014 - Present
TD Ameritrade March 2006 - May 2014
Thrivent Financial March 2005 - March 2006
UBS January 2004 - January 2005
Self-employed 2000 - 2003
AAA Oklahoma/South Dakota 1980 - 2000
Skills
Series 7, Series 9, Series 10, Series 66, Asset Allocation, Investments, Finance, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Investment Strategies, Securities, Financial Services, Portfolio Management, FINRA
Education
Michigan State University
Bachelor of Science (B.S.) Honors College
The American Institute for CPCU
CPCU
The University of Texas at Dallas
Certified Financial Planner Certificate Program
Robert Wederich Robert Wederich's UBS Experience December 2010 - January 2013
Job Sr. Statistician at Vetstreet, Inc. / Vetstreet.com
Industry Veterinary
Experience
Vetstreet, Inc. / Vetstreet.com November 2013 - January 2015
UBS December 2010 - January 2013
UBS March 2008 - March 2010
UBS Wealth Management April 2006 - February 2008
Wederich Enterprises LLC 2002 - 2008
Ernst & Young LLP 1993 - 2002
Ernst & Young LLP 1993 - 1997
Skills
Project Management, Business Analytics, Strategic Financial..., Wealth Management, Research, Vendor Management, SAS, Customer Insight, Portfolio Management, Strategy, Statistical Modeling, Economics, Market Research, Marketing Strategy, Predictive Analytics, Business Strategy, Credit Risk, Microsoft Excel, Strategic Planning, Product Management, Financial Analysis, Statistics, Analytics, Econometrics, Financial Modeling, Data Analysis, Analysis
Education
Miami University
Ph.D. Studies in Social Psychology, Social Psychology with emphasis in statistics and experimental design
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Psychology, Graduated 'with Distinction"
Vetstreet, Inc. / Vetstreet.com November 2013 - January 2015
UBS December 2010 - January 2013
UBS March 2008 - March 2010
UBS Wealth Management April 2006 - February 2008
Wederich Enterprises LLC 2002 - 2008
Ernst & Young LLP 1993 - 2002
Ernst & Young LLP 1993 - 1997
Skills
Project Management, Business Analytics, Strategic Financial..., Wealth Management, Research, Vendor Management, SAS, Customer Insight, Portfolio Management, Strategy, Statistical Modeling, Economics, Market Research, Marketing Strategy, Predictive Analytics, Business Strategy, Credit Risk, Microsoft Excel, Strategic Planning, Product Management, Financial Analysis, Statistics, Analytics, Econometrics, Financial Modeling, Data Analysis, Analysis
Education
Miami University
Ph.D. Studies in Social Psychology, Social Psychology with emphasis in statistics and experimental design
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Psychology, Graduated 'with Distinction"
Megan Blakley Megan Blakley's UBS Experience January 2008 - April 2010
Job Brand Ambassador at Ascent Talent, Model, Promotion Ltd.
Industry Higher Education
Experience
Enterprise Holdings January 2015 - Present
Ascent Talent, Model, Promotion Ltd. 2014 - Present
Carrabba's Italian Grill January 2007 - Present
Marriott International March 2013 - September 2013
UBS January 2008 - April 2010
Skills
Research, SPSS, PowerPoint, Higher Education, Microsoft Office, Public Speaking, Microsoft Word, Teamwork, Student Affairs, Critical Thinking, Statistics, Student Development, Microsoft Excel, Social Media, Time Management, Data Analysis, Event Planning, Facebook, Matlab, Qualitative Research, Customer Service, Social Networking, Event Management, Communication
Education
University of North Carolina at Greensboro 2008 — 2014
Bachelor's degree, Business Administration and Management, General
Meredith College
Enterprise Holdings January 2015 - Present
Ascent Talent, Model, Promotion Ltd. 2014 - Present
Carrabba's Italian Grill January 2007 - Present
Marriott International March 2013 - September 2013
UBS January 2008 - April 2010
Skills
Research, SPSS, PowerPoint, Higher Education, Microsoft Office, Public Speaking, Microsoft Word, Teamwork, Student Affairs, Critical Thinking, Statistics, Student Development, Microsoft Excel, Social Media, Time Management, Data Analysis, Event Planning, Facebook, Matlab, Qualitative Research, Customer Service, Social Networking, Event Management, Communication
Education
University of North Carolina at Greensboro 2008 — 2014
Bachelor's degree, Business Administration and Management, General
Meredith College
Thomas M. Jeffrey Thomas M. Jeffrey's UBS Experience September 2010 - June 2013
Job Senior Vice President, Investments at Troon Investment Advisors of Raymond James
Industry Investment Management
Experience
Raymond James July 2013 - Present
UBS September 2010 - June 2013
Morgan Stanley Wealth Management June 2006 - September 2010
Skills
Series 7, Wealth Management, Asset Allocation, Portfolio Management, Investments, Equities, Mutual Funds, Alternative Investments, Retirement Planning, Investment Advisory, Asset Management, Fixed Income, Series 63, Securities, Investment Strategies, Hedge Funds, Capital Markets, Strategic Financial..., Investment Banking, Retirement, Investment Management, Estate Planning, Financial Advisory, Financial Services, IRAs
Education
Michigan State University 1974 — 1978
Bachelor of Arts (B.A.), Political Science and Government
Raymond James July 2013 - Present
UBS September 2010 - June 2013
Morgan Stanley Wealth Management June 2006 - September 2010
Skills
Series 7, Wealth Management, Asset Allocation, Portfolio Management, Investments, Equities, Mutual Funds, Alternative Investments, Retirement Planning, Investment Advisory, Asset Management, Fixed Income, Series 63, Securities, Investment Strategies, Hedge Funds, Capital Markets, Strategic Financial..., Investment Banking, Retirement, Investment Management, Estate Planning, Financial Advisory, Financial Services, IRAs
Education
Michigan State University 1974 — 1978
Bachelor of Arts (B.A.), Political Science and Government
Michael Barnd Michael Barnd's UBS Experience August 2012 - Present
Job
Industry Financial Services
Experience
UBS August 2012 - Present
Merrill Lynch August 1978 - August 2012
Skills
Wealth Management, Asset Management, Retirement Planning, Portfolio Management, Strategic Financial...
Education
Michigan State University 1974 — 1978
Bachelor's degree, Marketing
UBS August 2012 - Present
Merrill Lynch August 1978 - August 2012
Skills
Wealth Management, Asset Management, Retirement Planning, Portfolio Management, Strategic Financial...
Education
Michigan State University 1974 — 1978
Bachelor's degree, Marketing
Peter Landry's UBS Experience August 2006 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS August 2006 - Present
Merrill Lynch March 1998 - August 2006
United Parcel Service June 1990 - February 1998
Education
Sacred Heart University 1996 — 1998
MBA
Merrimack College 1986 — 1990
Bachelor of Science, Business Administration
UBS August 2006 - Present
Merrill Lynch March 1998 - August 2006
United Parcel Service June 1990 - February 1998
Education
Sacred Heart University 1996 — 1998
MBA
Merrimack College 1986 — 1990
Bachelor of Science, Business Administration
Pete Nicolay Pete Nicolay's UBS Experience May 2009 - August 2009
Job Corporate Dev & Strategy Analyst at RentPath (Formerly PRIMEDIA)
Industry Marketing and Advertising
Experience
RentPath (Formerly PRIMEDIA) October 2013 - Present
Newell Rubbermaid April 2013 - October 2013
Newell Rubbermaid May 2011 - April 2013
Newell Rubbermaid June 2010 - May 2011
UBS May 2009 - August 2009
Skills
Financial Analysis, Corporate Development, Corporate Finance, Financial Modeling, Accounting, SAP, Hyperion Essbase, Tableau, Communication, Reporting & Analysis, Strategy, Strategic Partnerships, Hyperion Smart View, Spanish, Microsoft Excel, Microsoft Office, Corporate Strategy...
Education
Miami University
Bachelor of Science (BS), Finance, General
Brother Rice High School
RentPath (Formerly PRIMEDIA) October 2013 - Present
Newell Rubbermaid April 2013 - October 2013
Newell Rubbermaid May 2011 - April 2013
Newell Rubbermaid June 2010 - May 2011
UBS May 2009 - August 2009
Skills
Financial Analysis, Corporate Development, Corporate Finance, Financial Modeling, Accounting, SAP, Hyperion Essbase, Tableau, Communication, Reporting & Analysis, Strategy, Strategic Partnerships, Hyperion Smart View, Spanish, Microsoft Excel, Microsoft Office, Corporate Strategy...
Education
Miami University
Bachelor of Science (BS), Finance, General
Brother Rice High School
Peter Ritten, CFP® Peter Ritten, CFP®'s UBS Experience August 2005 - Present
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS August 2005 - Present
Morgan Stanley July 2001 - August 2005
AnyDevice November 2000 - April 2001
WorldwideTesting.com 2000 - 2000
Computer Task Group/IBM 1997 - 2000
Skills
Series 7, Series 65, Series 31
Education
Miami University 1993 — 1997
Bachelor of Arts, International Studies
Miami University 1993 — 1997
Bachelor of Arts (BA) English/Journalism
Miami University John E. Dolibois European Center - Luxembourg 1997 — 1997
Western European Studies
St. Stanislaus 1988 — 1993
UBS August 2005 - Present
Morgan Stanley July 2001 - August 2005
AnyDevice November 2000 - April 2001
WorldwideTesting.com 2000 - 2000
Computer Task Group/IBM 1997 - 2000
Skills
Series 7, Series 65, Series 31
Education
Miami University 1993 — 1997
Bachelor of Arts, International Studies
Miami University 1993 — 1997
Bachelor of Arts (BA) English/Journalism
Miami University John E. Dolibois European Center - Luxembourg 1997 — 1997
Western European Studies
St. Stanislaus 1988 — 1993
Mike Incrocci's UBS Experience 2002 - 2004
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2009 - Present
The Northlake Group 2005 - 2009
UBS 2002 - 2004
Lind-Waldock 2001 - 2002
Skills
Valuation, Project Planning, Mergers & Acquisitions, Finance, Portfolio Management, Time Management, Investments, Retirement Planning, Risk Management, Financial Analysis, Fundraising, Securities, Equities, Strategic Financial..., Real Estate, Financial Modeling, Management, Series 7, Options
Education
American College 2011 — 2012
Chartered Life Underwriter
FINRA 2010 — 2010
Series 6, 63, 65
Miami University 1999 — 2003
Bachelor's degree, Finance
Hinsdale Central
Northwestern Mutual Financial Network 2009 - Present
The Northlake Group 2005 - 2009
UBS 2002 - 2004
Lind-Waldock 2001 - 2002
Skills
Valuation, Project Planning, Mergers & Acquisitions, Finance, Portfolio Management, Time Management, Investments, Retirement Planning, Risk Management, Financial Analysis, Fundraising, Securities, Equities, Strategic Financial..., Real Estate, Financial Modeling, Management, Series 7, Options
Education
American College 2011 — 2012
Chartered Life Underwriter
FINRA 2010 — 2010
Series 6, 63, 65
Miami University 1999 — 2003
Bachelor's degree, Finance
Hinsdale Central
Andrew Dilbone's UBS Experience February 2014 - January 2015
Job Regional Sales Specialist at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments January 2015 - Present
UBS February 2014 - January 2015
Fidelity Investments July 2013 - February 2014
Cantor Fitzgerald June 2012 - August 2012
Rotex Corporation June 2011 - August 2011
Education
Miami University 2009 — 2013
Bachelor of Science, Finance, Senior
Touchstone Investments January 2015 - Present
UBS February 2014 - January 2015
Fidelity Investments July 2013 - February 2014
Cantor Fitzgerald June 2012 - August 2012
Rotex Corporation June 2011 - August 2011
Education
Miami University 2009 — 2013
Bachelor of Science, Finance, Senior
Chris Feldman Chris Feldman's UBS Experience January 2009 - Present
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS January 2009 - Present
Morgan Stanley Wealth Management September 1999 - January 2009
Education
Michigan State University 1995 — 1999
Bachelor of Arts (B.A.), Finance
Brother Rice High School 1992 — 1995
UBS January 2009 - Present
Morgan Stanley Wealth Management September 1999 - January 2009
Education
Michigan State University 1995 — 1999
Bachelor of Arts (B.A.), Finance
Brother Rice High School 1992 — 1995
Cameron Seichter Cameron Seichter's UBS Experience 2012 - 2012
Job Portfolio Accountant at Heitman
Industry Financial Services
Experience
Heitman March 2014 - Present
Northern Trust August 2013 - December 2013
UBS 2012 - 2012
Merrill Lynch May 2011 - August 2011
Rivals.com January 2010 - July 2011
Skills
Market Research, Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Sales Operations, Entrepreneurship, Investments, Risk Analysis, Wealth Management, Capital Budgeting, Client Relations, sales, Product Development
Education
Miami University 2009 — 2013
Bachelor's degree, Graduated May 2013, Finance, General
Detroit Country Day School 2007 — 2009
Heitman March 2014 - Present
Northern Trust August 2013 - December 2013
UBS 2012 - 2012
Merrill Lynch May 2011 - August 2011
Rivals.com January 2010 - July 2011
Skills
Market Research, Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Sales Operations, Entrepreneurship, Investments, Risk Analysis, Wealth Management, Capital Budgeting, Client Relations, sales, Product Development
Education
Miami University 2009 — 2013
Bachelor's degree, Graduated May 2013, Finance, General
Detroit Country Day School 2007 — 2009
Brian Zeid Brian Zeid's UBS Experience September 2000 - May 2008
Job Vice President at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney May 2008 - Present
UBS September 2000 - May 2008
Skills
Golf, Wrestling, Poker
Education
Miami University 1995 — 1999
Business, Finance
Beachwood High School 1990 — 1994
Morgan Stanley Smith Barney May 2008 - Present
UBS September 2000 - May 2008
Skills
Golf, Wrestling, Poker
Education
Miami University 1995 — 1999
Business, Finance
Beachwood High School 1990 — 1994
David Nordquist David Nordquist's UBS Experience August 2005 - April 2011
Job Quantitative investment management professional.
Industry Financial Services
Experience
Victory Capital Management August 2011 - November 2013
UBS August 2005 - April 2011
UBS February 2003 - July 2005
Morgan Stanley March 2001 - February 2003
Vestek Systems January 2000 - March 2001
Faculty of Commerce and Business Administration, U.B.C. 1999 - 1999
Skills
Equities, Quantitative Analytics, Portfolio Management, Quantitative Finance, Investment Strategies, Bloomberg, Alternative Investments, Derivatives, Asset Allocation
Education
The University of British Columbia 1996 — 2000
PhD (All But Dissertation), Finance
The University of British Columbia 1995 — 1996
MA, Economics
McGill University 1992 — 1994
MBA, Finance
The University of British Columbia 1990 — 1992
MSc, Microbiology
The University of British Columbia 1986 — 1990
BSc, Microbiology
Victory Capital Management August 2011 - November 2013
UBS August 2005 - April 2011
UBS February 2003 - July 2005
Morgan Stanley March 2001 - February 2003
Vestek Systems January 2000 - March 2001
Faculty of Commerce and Business Administration, U.B.C. 1999 - 1999
Skills
Equities, Quantitative Analytics, Portfolio Management, Quantitative Finance, Investment Strategies, Bloomberg, Alternative Investments, Derivatives, Asset Allocation
Education
The University of British Columbia 1996 — 2000
PhD (All But Dissertation), Finance
The University of British Columbia 1995 — 1996
MA, Economics
McGill University 1992 — 1994
MBA, Finance
The University of British Columbia 1990 — 1992
MSc, Microbiology
The University of British Columbia 1986 — 1990
BSc, Microbiology
David Gerber, CFA David Gerber, CFA's UBS Experience December 2012 - Present
Job Director Mortgage pricing at UBS
Industry Financial Services
Experience
UBS December 2012 - Present
Goldman Sachs February 2010 - December 2012
Avelo Mortgage, a Goldman Sachs company June 2007 - February 2010
Option One Mortgage February 2006 - June 2007
PwC January 2004 - February 2006
Skills
Valuation, Fixed Income, Portfolio Management, Financial Modeling, Capital Markets
Education
Miami University 2003 — 2004
Master of Accountancy (MAcc)
Miami University 1999 — 2003
Bachelor of Science, Business, Accountancy, Statistics
UBS December 2012 - Present
Goldman Sachs February 2010 - December 2012
Avelo Mortgage, a Goldman Sachs company June 2007 - February 2010
Option One Mortgage February 2006 - June 2007
PwC January 2004 - February 2006
Skills
Valuation, Fixed Income, Portfolio Management, Financial Modeling, Capital Markets
Education
Miami University 2003 — 2004
Master of Accountancy (MAcc)
Miami University 1999 — 2003
Bachelor of Science, Business, Accountancy, Statistics
Jan Bui Jan Bui's UBS Experience November 1997 - March 1998
Job
Industry Computer Software
Experience
inlineFX Software June 2013 - Present
Stocktrak.com February 2007 - August 2013
BGC Partners/eSpeed April 2003 - June 2006
Morgan Stanley October 2002 - March 2003
Credit Suisse April 1998 - June 2002
UBS November 1997 - March 1998
Skills
Trading Systems, Derivatives, Market Data, Web Development, Low Latency, Electronic Trading, Entrepreneurship, Exchange Connectivity, Multithreading, WCF, C#, Mobile Applications, Fixed Income, Swaps, Equities, Investment Banking, ASP.NET, Team Leadership, Microsoft SQL Server, FX Options, FX, SQL Server, Web Services
Education
McGill University 1988 — 1991
Bachelor of Commerce (B.Com.), Accounting/MIS
inlineFX Software June 2013 - Present
Stocktrak.com February 2007 - August 2013
BGC Partners/eSpeed April 2003 - June 2006
Morgan Stanley October 2002 - March 2003
Credit Suisse April 1998 - June 2002
UBS November 1997 - March 1998
Skills
Trading Systems, Derivatives, Market Data, Web Development, Low Latency, Electronic Trading, Entrepreneurship, Exchange Connectivity, Multithreading, WCF, C#, Mobile Applications, Fixed Income, Swaps, Equities, Investment Banking, ASP.NET, Team Leadership, Microsoft SQL Server, FX Options, FX, SQL Server, Web Services
Education
McGill University 1988 — 1991
Bachelor of Commerce (B.Com.), Accounting/MIS
Rich Sutterfield Rich Sutterfield's UBS Experience 2005 - 2007
Job Program Compliance Officer/ Designated Supervisor Chemical Financial Advisors at Cetera Investment Services
Industry Financial Services
Experience
Cetera Financial Group July 2010 - December 2012
Grassroots Wealth Management 2007 - 2008
UBS 2005 - 2007
Nat City Investment Corp 2002 - 2005
Bank One 2000 - 2002
First of America Investment Corp May 1989 - January 1998
Education
Michigan State University 1985 — 1987
BA, Financial Administration
Cetera Financial Group July 2010 - December 2012
Grassroots Wealth Management 2007 - 2008
UBS 2005 - 2007
Nat City Investment Corp 2002 - 2005
Bank One 2000 - 2002
First of America Investment Corp May 1989 - January 1998
Education
Michigan State University 1985 — 1987
BA, Financial Administration
Althea Woolcock's UBS Experience October 2004 - November 2004
Job In persuit of happiness
Industry Financial Services
Experience
Epoch Investment Partners, Inc. June 2014 - October 2014
Citi January 2013 - November 2013
Societe Generale Corporate & Investment Bank January 2011 - December 2011
Credit Agricole Corporate & Investment Bank September 2007 - December 2010
Deutsche Bank February 2007 - July 2007
Morgan Stanley May 2006 - February 2007
Citigroup May 2005 - May 2006
JP Morgan/Chase March 2005 - April 2005
Mellon January 2005 - February 2005
UBS October 2004 - November 2004
Skills
Trading Floor Assistant, Calendar Management, Expense Processing, Trading Floor, Administration, Outlook, Spreadsheets, Invoicing, Conferences, Administrative Support, Office Management, Excel, PowerPoint, Microsoft Office, Lotus Notes, Customer Service, Word, Access, Documentation, Scheduling, Coordination, Problem Solving, Event Planning, Negotiation, PeopleSoft, Time Management, Microsoft Excel, Microsoft Word, Office Administration, Administrative..., Interviews, Sourcing, Finance, Employee Relations, Recruiting, Confidentiality, Sales, Administrative...
Education
Mercy College 1995 — 1999
B.S, Criminal Justice & Psychology
Epoch Investment Partners, Inc. June 2014 - October 2014
Citi January 2013 - November 2013
Societe Generale Corporate & Investment Bank January 2011 - December 2011
Credit Agricole Corporate & Investment Bank September 2007 - December 2010
Deutsche Bank February 2007 - July 2007
Morgan Stanley May 2006 - February 2007
Citigroup May 2005 - May 2006
JP Morgan/Chase March 2005 - April 2005
Mellon January 2005 - February 2005
UBS October 2004 - November 2004
Skills
Trading Floor Assistant, Calendar Management, Expense Processing, Trading Floor, Administration, Outlook, Spreadsheets, Invoicing, Conferences, Administrative Support, Office Management, Excel, PowerPoint, Microsoft Office, Lotus Notes, Customer Service, Word, Access, Documentation, Scheduling, Coordination, Problem Solving, Event Planning, Negotiation, PeopleSoft, Time Management, Microsoft Excel, Microsoft Word, Office Administration, Administrative..., Interviews, Sourcing, Finance, Employee Relations, Recruiting, Confidentiality, Sales, Administrative...
Education
Mercy College 1995 — 1999
B.S, Criminal Justice & Psychology
Thamie Hatzis's UBS Experience January 2006 - Present
Job
Industry Financial Services
Experience
UBS January 2006 - Present
Siemens Building Technologies 2003 - 2006
Heller Financial 1998 - 2002
Skills
Finance, Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Financial Reporting, Sarbanes-Oxley Act, Forecasting
Education
Miami University
Bachelor of Science, Business
UBS January 2006 - Present
Siemens Building Technologies 2003 - 2006
Heller Financial 1998 - 2002
Skills
Finance, Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Financial Reporting, Sarbanes-Oxley Act, Forecasting
Education
Miami University
Bachelor of Science, Business
Therie Lai's UBS Experience August 2001 - August 2003
Job Office of the Comptroller of the Currency
Industry Banking
Experience
Office of the Comptroller of the Currency July 2006 - Present
Banc of America Investment Services August 2003 - June 2006
UBS August 2001 - August 2003
Deloitte & Touche August 1993 - December 1998
Skills
FINRA, Banking, Operational Risk, Corporate Governance, Financial Risk, Investments, Internal Controls, Finance, Business Strategy, Private Banking, Asset Management, Internal Audit, Hedging, Financial Institutions, Risk Management, Portfolio Management, Financial Services, Financial Regulation, Fraud, Enterprise Risk..., KYC, Management
Education
The George Washington University 1991 — 1993
Master of Taxation
National Taiwan Normal University 1990 — 1991
Michigan State University 1986 — 1989
B.A.
Office of the Comptroller of the Currency July 2006 - Present
Banc of America Investment Services August 2003 - June 2006
UBS August 2001 - August 2003
Deloitte & Touche August 1993 - December 1998
Skills
FINRA, Banking, Operational Risk, Corporate Governance, Financial Risk, Investments, Internal Controls, Finance, Business Strategy, Private Banking, Asset Management, Internal Audit, Hedging, Financial Institutions, Risk Management, Portfolio Management, Financial Services, Financial Regulation, Fraud, Enterprise Risk..., KYC, Management
Education
The George Washington University 1991 — 1993
Master of Taxation
National Taiwan Normal University 1990 — 1991
Michigan State University 1986 — 1989
B.A.
Aaron Leinker's UBS Experience 2002 - 2004
Job
Industry Financial Services
Experience
Bank of America 2007 - Present
Progressive Corporation 2006 - 2006
Ashton Partners 2004 - 2005
UBS 2002 - 2004
Deloitte Consulting 1998 - June 2001
Skills
Financial Analysis, Competitive Analysis, Strategy, Business Strategy, Strategic Planning, Corporate Development, Due Diligence, Cross-functional Team..., Analysis, Banking, Financial Services, Market Research, Team Building, Program Management, CRM
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
Miami University
B.Phil. Interdisciplinary Studies
Bank of America 2007 - Present
Progressive Corporation 2006 - 2006
Ashton Partners 2004 - 2005
UBS 2002 - 2004
Deloitte Consulting 1998 - June 2001
Skills
Financial Analysis, Competitive Analysis, Strategy, Business Strategy, Strategic Planning, Corporate Development, Due Diligence, Cross-functional Team..., Analysis, Banking, Financial Services, Market Research, Team Building, Program Management, CRM
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
Miami University
B.Phil. Interdisciplinary Studies
Michael Clulow, CFA's UBS Experience 2000 - 2002
Job Sector Portfolio Manager at Mazama Capital Mgt.
Industry Financial Services
Experience
Mazama Capital Management 2002 - Present
UBS 2000 - 2002
CIBC World Markets 1998 - 2000
Gruntal & Company 1997 - 1998
TIAA-CREF 1996 - 1997
Instinet Incorporated 1995 - 1995
PNC 1990 - 1994
Education
Chartered Financial Analyst 2000 — 2002
CFA, Passed all three levels
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & Economics Double Major, Honors Graduate
Miami University 1986 — 1990
Bachelor's degree, Finance Major
Mazama Capital Management 2002 - Present
UBS 2000 - 2002
CIBC World Markets 1998 - 2000
Gruntal & Company 1997 - 1998
TIAA-CREF 1996 - 1997
Instinet Incorporated 1995 - 1995
PNC 1990 - 1994
Education
Chartered Financial Analyst 2000 — 2002
CFA, Passed all three levels
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & Economics Double Major, Honors Graduate
Miami University 1986 — 1990
Bachelor's degree, Finance Major
Chloe Nicol's UBS Experience July 2008 - December 2009
Job Portfolio Manager at Algodon Advisers
Industry Investment Banking
Experience
Algodon Advisers January 2014 - Present
Teneo Strategy June 2011 - December 2013
Wolfe Trahan & Co. April 2010 - May 2011
UBS July 2008 - December 2009
JP Morgan Cazenove August 2004 - September 2006
JP Morgan Cazenove June 2004 - August 2004
Finsbury July 2003 - August 2003
Skills
Strategy, Financial Modeling, Equities, Management, Hedge Funds, Financial Analysis, Portfolio Management, Finance
Education
University of Toronto - Rotman School of Management 2006 — 2008
MBA, University of Toronto - Rotman School of Management
McGill University 2000 — 2004
BA, Economics Major, European History and Theatre Studies Minor
University of Sorbonne
Algodon Advisers January 2014 - Present
Teneo Strategy June 2011 - December 2013
Wolfe Trahan & Co. April 2010 - May 2011
UBS July 2008 - December 2009
JP Morgan Cazenove August 2004 - September 2006
JP Morgan Cazenove June 2004 - August 2004
Finsbury July 2003 - August 2003
Skills
Strategy, Financial Modeling, Equities, Management, Hedge Funds, Financial Analysis, Portfolio Management, Finance
Education
University of Toronto - Rotman School of Management 2006 — 2008
MBA, University of Toronto - Rotman School of Management
McGill University 2000 — 2004
BA, Economics Major, European History and Theatre Studies Minor
University of Sorbonne
Cindy Nutini's UBS Experience 2002 - 2005
Job Managing Director at Bank of America
Industry Investment Banking
Experience
Bank of America Merrill Lynch April 2005 - Present
Bank of America June 2007 - December 2009
UBS 2002 - 2005
Deloitte 1992 - 2002
Deloitte Consulting 1992 - 2001
Skills
Fixed Income, Capital Markets, Operational Risk..., Investment Banking, Derivatives, Equities, Management Consulting, Banking, PMO, Business Analysis, Asset Managment, Business Process..., Vendor Management, Business Process..., Risk Management, Management, Financial Services, Program Management, SDLC, Strategy, IT Strategy, Change Management, Project Management, Global Regulatory...
Education
Miami University 1983 — 1987
Bachelor of Applied Science (BASc), Management Information Systems and Services
Bank of America Merrill Lynch April 2005 - Present
Bank of America June 2007 - December 2009
UBS 2002 - 2005
Deloitte 1992 - 2002
Deloitte Consulting 1992 - 2001
Skills
Fixed Income, Capital Markets, Operational Risk..., Investment Banking, Derivatives, Equities, Management Consulting, Banking, PMO, Business Analysis, Asset Managment, Business Process..., Vendor Management, Business Process..., Risk Management, Management, Financial Services, Program Management, SDLC, Strategy, IT Strategy, Change Management, Project Management, Global Regulatory...
Education
Miami University 1983 — 1987
Bachelor of Applied Science (BASc), Management Information Systems and Services
Edoardo Ribetti's UBS Experience April 2005 - August 2013
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
ubs April 2005 - August 2013
Skills
Portfolio Management, Equities, Investments, Series 7, Alternative Investments, Wealth Management, Trading, Asset Management
Education
Mercer University - Stetson School of Business and Economics 1993 — 1997
BA, Finance, Int'l Business and Spanish
Morgan Stanley August 2013 - Present
ubs April 2005 - August 2013
Skills
Portfolio Management, Equities, Investments, Series 7, Alternative Investments, Wealth Management, Trading, Asset Management
Education
Mercer University - Stetson School of Business and Economics 1993 — 1997
BA, Finance, Int'l Business and Spanish
Owen Muehlfeld's UBS Experience May 2001 - June 2002
Job Vice President Senior Relationshp Manager Portfolio Specialist at Fisher Investments Institutional Group
Industry Investment Management
Experience
Fisher Investments June 2002 - Present
Fisher Investments June 2002 - June 2006
UBS May 2001 - June 2002
H&R Block Financial Advisors June 1998 - May 2001
Skills
Asset Managment, Investments, Equities, Portfolio Management, Product Development, Asset Allocation, Investment Strategies, Asset Management, Investment Management, Investment Advisory, Wealth Management, Fixed Income
Education
Miami University 1994 — 1998
Bachelors, Finance & Accounting
Fisher Investments June 2002 - Present
Fisher Investments June 2002 - June 2006
UBS May 2001 - June 2002
H&R Block Financial Advisors June 1998 - May 2001
Skills
Asset Managment, Investments, Equities, Portfolio Management, Product Development, Asset Allocation, Investment Strategies, Asset Management, Investment Management, Investment Advisory, Wealth Management, Fixed Income
Education
Miami University 1994 — 1998
Bachelors, Finance & Accounting
F. Troy Barnhart's UBS Experience 1989 - Present
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS 1989 - Present
Education
Michigan State University 1969 — 1973
Bachelor of Business Administration (B.B.A.), Finance
UBS 1989 - Present
Education
Michigan State University 1969 — 1973
Bachelor of Business Administration (B.B.A.), Finance
Arash Kamyab's UBS Experience September 2014 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS September 2014 - Present
Thomson Reuters January 2010 - September 2014
Reuters News Agency January 2006 - January 2010
Ford Motor Company January 2005 - January 2006
Skills
Market Data, Thompson One, Fixed Income, Equities, Matlab
Education
Wilmott - Fitch Learning 2011 — 2011
Certification, Quantitative Finance (CQF)
McMaster University 2000 — 2004
Bachelor of Engineering, Software
CFA Institute
UBS September 2014 - Present
Thomson Reuters January 2010 - September 2014
Reuters News Agency January 2006 - January 2010
Ford Motor Company January 2005 - January 2006
Skills
Market Data, Thompson One, Fixed Income, Equities, Matlab
Education
Wilmott - Fitch Learning 2011 — 2011
Certification, Quantitative Finance (CQF)
McMaster University 2000 — 2004
Bachelor of Engineering, Software
CFA Institute
Judd Bowers's UBS Experience October 2001 - November 2009
Job Manager, VP Business Unit Financial Analysis
Industry Financial Services
Experience
Northern Trust May 2010 - Present
UBS October 2001 - November 2009
Skills
Financial Analysis, Forecasting, Budgets, Expense Management, Project Accounting, Business Planning, Trend Analysis, RFP, Financial Modeling, Financial Reporting, Strategic Financial..., Accounting, Variance Analysis, Managerial Finance, Internal Controls, Corporate Finance, Valuation, Process Improvement, Financial Forecasting, Finance, Management, Business Process, Strategic Planning, Sarbanes-Oxley Act
Education
Miami University 1997 — 2001
BS, Business
Northern Trust May 2010 - Present
UBS October 2001 - November 2009
Skills
Financial Analysis, Forecasting, Budgets, Expense Management, Project Accounting, Business Planning, Trend Analysis, RFP, Financial Modeling, Financial Reporting, Strategic Financial..., Accounting, Variance Analysis, Managerial Finance, Internal Controls, Corporate Finance, Valuation, Process Improvement, Financial Forecasting, Finance, Management, Business Process, Strategic Planning, Sarbanes-Oxley Act
Education
Miami University 1997 — 2001
BS, Business
Sven Menninger, PMP's UBS Experience 1998 - 2005
Job Technical Director (Senior IT Project Manager)
Industry Information Technology and Services
Experience
Logic Technology Inc. August 2006 - Present
UBS 1998 - 2005
Perot Systems 1998 - 2005
UBS Investment Bank 1998 - 2005
Bernecker 1996 - 1998
Skills
ITIL, IT Management, MS Project, Project Planning, Windows, PMP, IT Project Management, Project Management, Project Portfolio..., Team Leadership, Software Project..., Information Technology, IT Service Management, Software Documentation, Program Management, Cross-functional Team..., Integration, Active Directory, Data Center, Disaster Recovery, Management, Analysis, Risk Management
Education
Miami University 1990 — 1994
Bacchelors, Business Administration
Logic Technology Inc. August 2006 - Present
UBS 1998 - 2005
Perot Systems 1998 - 2005
UBS Investment Bank 1998 - 2005
Bernecker 1996 - 1998
Skills
ITIL, IT Management, MS Project, Project Planning, Windows, PMP, IT Project Management, Project Management, Project Portfolio..., Team Leadership, Software Project..., Information Technology, IT Service Management, Software Documentation, Program Management, Cross-functional Team..., Integration, Active Directory, Data Center, Disaster Recovery, Management, Analysis, Risk Management
Education
Miami University 1990 — 1994
Bacchelors, Business Administration
Gina M. Gray's UBS Experience November 2006 - December 2009
Job Vice President Project Management J.P. Morgan Chase & Co
Industry Financial Services
Experience
J.P. Morgan Chase August 2013 - Present
GG Cakes January 2010 - Present
UBS Wealth Management June 2011 - April 2012
UBS Wealth Management December 2009 - June 2011
UBS November 2006 - December 2009
UBS Wealth Management November 2005 - November 2006
UBS Wealth Management July 2002 - November 2005
UBS Wealth Management December 1999 - July 2002
Paine Webber March 1996 - December 1999
Skills
Proficient with..., Community Involvement /..., All Bar None Women's..., Hillside Food Outreach..., Financial Services, Wealth Management, Relationship Management, Project Management, Human Resources, Budgets, Event Planning, Access, Coaching, Customer Service, Employee Benefits, Fundraising
Education
Mercy College
Business Administration and Management, General
Western Connecticut State University
Business Management & Accounting
J.P. Morgan Chase August 2013 - Present
GG Cakes January 2010 - Present
UBS Wealth Management June 2011 - April 2012
UBS Wealth Management December 2009 - June 2011
UBS November 2006 - December 2009
UBS Wealth Management November 2005 - November 2006
UBS Wealth Management July 2002 - November 2005
UBS Wealth Management December 1999 - July 2002
Paine Webber March 1996 - December 1999
Skills
Proficient with..., Community Involvement /..., All Bar None Women's..., Hillside Food Outreach..., Financial Services, Wealth Management, Relationship Management, Project Management, Human Resources, Budgets, Event Planning, Access, Coaching, Customer Service, Employee Benefits, Fundraising
Education
Mercy College
Business Administration and Management, General
Western Connecticut State University
Business Management & Accounting
Yvette Gil's UBS Experience 2006 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
UBS 2006 - 2007
Chase 1993 - 2006
Education
Mercer University - Stetson School of Business and Economics 1989 — 1993
UBS 2006 - 2007
Chase 1993 - 2006
Education
Mercer University - Stetson School of Business and Economics 1989 — 1993
Donald Sunderland's UBS Experience September 1995 - October 1998
Job Deputy Commissioner for Application Development at City of New York
Industry Information Technology and Services
Experience
City of New York July 2012 - Present
ExerBlast November 2009 - July 2012
Misys October 2007 - November 2009
IBM October 2006 - October 2007
Edison Schools January 1999 - February 2006
UBS September 1995 - October 1998
Sumitomo Bank Capital Markets May 1994 - September 1995
Lehman Brothers January 1992 - May 1994
Skills
Project Planning, Strategic Planning, Portfolio Management, Vendor Management, Strategy, Contract Negotiation, Leadership, Management, Program Management, Product Development, Budgets, Planning, Project Management, Software Development, Business Planning, Mergers & Acquisitions, Start-ups, Business Analysis, SDLC, IT Strategy
Education
Metropolitan State University of Denver 1973 — 1977
BA, Modern Languages/Mathematics
City of New York July 2012 - Present
ExerBlast November 2009 - July 2012
Misys October 2007 - November 2009
IBM October 2006 - October 2007
Edison Schools January 1999 - February 2006
UBS September 1995 - October 1998
Sumitomo Bank Capital Markets May 1994 - September 1995
Lehman Brothers January 1992 - May 1994
Skills
Project Planning, Strategic Planning, Portfolio Management, Vendor Management, Strategy, Contract Negotiation, Leadership, Management, Program Management, Product Development, Budgets, Planning, Project Management, Software Development, Business Planning, Mergers & Acquisitions, Start-ups, Business Analysis, SDLC, IT Strategy
Education
Metropolitan State University of Denver 1973 — 1977
BA, Modern Languages/Mathematics
Libby Galvin, CFP®'s UBS Experience 2007 - May 2012
Job Vice President of Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc. 2007 - Present
UBS 2007 - May 2012
Juvenile Diabetes Research Foundation 2002 - 2005
Education
Xavier University 2005 — 2007
Maters in Education, Human Resources Development
Miami University 1990 — 1994
Bachelor of Arts, Psychology
UBS Financial Services Inc. 2007 - Present
UBS 2007 - May 2012
Juvenile Diabetes Research Foundation 2002 - 2005
Education
Xavier University 2005 — 2007
Maters in Education, Human Resources Development
Miami University 1990 — 1994
Bachelor of Arts, Psychology
Debbie Fairbourn's UBS Experience August 2015 - Present
Job Client Specialist in Securities Backed Lending at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
American Express July 2013 - August 2015
American Express July 2009 - July 2013
GE Corporate Payment Services September 1999 - July 2009
JC Penney 1994 - 1998
JC Penney 1994 - 1998
Skills
Business Analysis, Banking, Credit, Credit Analysis, Credit Cards, Credit Risk, Dependable Team Player, Employee Training, Financial Analysis, Portfolio Management, Process Improvement, Project Analysis, Relationship Management, Risk Management, Accounting, Team Building, Vendor Management, Financial Risk, Analysis
Education
Miami University 1992 — 1994
Associates of Business Management, Business, Education
Olympus High School
Olympus High School
Olympus High School
Olympus High School
UBS August 2015 - Present
American Express July 2013 - August 2015
American Express July 2009 - July 2013
GE Corporate Payment Services September 1999 - July 2009
JC Penney 1994 - 1998
JC Penney 1994 - 1998
Skills
Business Analysis, Banking, Credit, Credit Analysis, Credit Cards, Credit Risk, Dependable Team Player, Employee Training, Financial Analysis, Portfolio Management, Process Improvement, Project Analysis, Relationship Management, Risk Management, Accounting, Team Building, Vendor Management, Financial Risk, Analysis
Education
Miami University 1992 — 1994
Associates of Business Management, Business, Education
Olympus High School
Olympus High School
Olympus High School
Olympus High School
Patrick D. Harrington, Jr.'s UBS Experience June 2006 - November 2007
Job Owner/ General Contractor at Beara Builders
Industry Financial Services
Experience
Beara Builders January 2010 - Present
HSBC November 2007 - February 2009
UBS June 2006 - November 2007
Credit Suisse First Boston May 2004 - January 2005
Hess Corporation June 2001 - March 2003
AIG TC November 1999 - June 2001
Skills
Account Reconciliation, Project Management, Microsoft Office, Risk Management, Banking, Change Management, Financial Analysis, Real Estate, Microsoft Word
Education
Mercy College 2005 — 2006
M.S.Ed, Secondary Education
University of Pennsylvania 1992 — 1999
BA, American History
Beara Builders January 2010 - Present
HSBC November 2007 - February 2009
UBS June 2006 - November 2007
Credit Suisse First Boston May 2004 - January 2005
Hess Corporation June 2001 - March 2003
AIG TC November 1999 - June 2001
Skills
Account Reconciliation, Project Management, Microsoft Office, Risk Management, Banking, Change Management, Financial Analysis, Real Estate, Microsoft Word
Education
Mercy College 2005 — 2006
M.S.Ed, Secondary Education
University of Pennsylvania 1992 — 1999
BA, American History
Dan Metz's UBS Experience April 2011 - May 2012
Job Director, Capital Management Technology at Bank of America
Industry Information Technology and Services
Experience
Bank of America January 2014 - Present
Bank of America May 2012 - January 2014
UBS April 2011 - May 2012
UBS October 2009 - April 2011
UBS August 2008 - October 2009
UBS January 2006 - August 2008
UBS May 2005 - August 2005
Skills
IT Strategy, IT Management, ITIL, Enterprise Architecture, Infrastructure, Data Center, Virtualization, Data Storage..., Vendor Management, Capital Management, Business Analysis, Business Intelligence, Reporting Systems, Reporting Metrics, SDLC, SQL, VBA, Trading Systems, IT Service Management, Databases, Solution Architecture
Education
New York University - Polytechnic School of Engineering 2006 — 2008
MS, Information Systems Engineering
University at Albany, SUNY 2004 — 2005
BS, Mathematics
McGill University 2001 — 2004
Computer Engineering
Bank of America January 2014 - Present
Bank of America May 2012 - January 2014
UBS April 2011 - May 2012
UBS October 2009 - April 2011
UBS August 2008 - October 2009
UBS January 2006 - August 2008
UBS May 2005 - August 2005
Skills
IT Strategy, IT Management, ITIL, Enterprise Architecture, Infrastructure, Data Center, Virtualization, Data Storage..., Vendor Management, Capital Management, Business Analysis, Business Intelligence, Reporting Systems, Reporting Metrics, SDLC, SQL, VBA, Trading Systems, IT Service Management, Databases, Solution Architecture
Education
New York University - Polytechnic School of Engineering 2006 — 2008
MS, Information Systems Engineering
University at Albany, SUNY 2004 — 2005
BS, Mathematics
McGill University 2001 — 2004
Computer Engineering
Brian Osgood's UBS Experience March 2003 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS Investment Bank 2004 - Present
UBS March 2003 - Present
Skills
Derivatives, Electronic Trading, Fixed Income, Trading Systems, Equities, Hedge Funds, Options, Equity Derivatives, Swaps, Credit Derivatives
Education
The Ohio State University 1978 — 1981
MA, Economics
Miami University 1974 — 1978
BA, Economics
UBS Investment Bank 2004 - Present
UBS March 2003 - Present
Skills
Derivatives, Electronic Trading, Fixed Income, Trading Systems, Equities, Hedge Funds, Options, Equity Derivatives, Swaps, Credit Derivatives
Education
The Ohio State University 1978 — 1981
MA, Economics
Miami University 1974 — 1978
BA, Economics
Steven Stack's UBS Experience August 2002 - May 2013
Job Regional Sales Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2013 - Present
UBS August 2002 - May 2013
Bank of America 2000 - 2002
Skills
Investments, Finance, Cash Management, Series 7, Equities, Fixed Income, Portfolio Management, Asset Management, Wealth Management, Asset Allocation, Series 63, Bloomberg, Mutual Funds, Financial Modeling, Alternative Investments
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Economics
Michigan State University 1994 — 1999
BA, BS, Physiology, General Business Administration
Guggenheim Partners June 2013 - Present
UBS August 2002 - May 2013
Bank of America 2000 - 2002
Skills
Investments, Finance, Cash Management, Series 7, Equities, Fixed Income, Portfolio Management, Asset Management, Wealth Management, Asset Allocation, Series 63, Bloomberg, Mutual Funds, Financial Modeling, Alternative Investments
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Economics
Michigan State University 1994 — 1999
BA, BS, Physiology, General Business Administration
john moccia's UBS Experience November 1999 - November 2014
Job Manager at UBS
Industry Financial Services
Experience
UBS November 1999 - November 2014
Skills
Wealth Management, Equities, Investment Banking, Fixed Income, Capital Markets, Derivatives, Bloomberg, Trading Systems, Due Diligence, Financial Modeling, Asset Management, Hedge Funds, Mergers & Acquisitions, Financial Analysis, Risk Management, ITIL, Management, Project Management
Education
Mercy College
BS
UBS November 1999 - November 2014
Skills
Wealth Management, Equities, Investment Banking, Fixed Income, Capital Markets, Derivatives, Bloomberg, Trading Systems, Due Diligence, Financial Modeling, Asset Management, Hedge Funds, Mergers & Acquisitions, Financial Analysis, Risk Management, ITIL, Management, Project Management
Education
Mercy College
BS
Clifton Spinney CFP® CRPC®'s UBS Experience April 2013 - Present
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS April 2013 - Present
Merrill Lynch February 2007 - April 2013
Fidelity Investments 1999 - 2007
Education
Merrimack College 1994 — 1999
Finance, Accounting & Finance
UBS April 2013 - Present
Merrill Lynch February 2007 - April 2013
Fidelity Investments 1999 - 2007
Education
Merrimack College 1994 — 1999
Finance, Accounting & Finance
Peter Angle, CFP®'s UBS Experience September 2011 - Present
Job Vice President Wealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS September 2011 - Present
Fidelity Investments August 2005 - September 2011
Morgan Stanley March 2004 - June 2005
Education
Merrimack College
BS, Finance
Merrimack College
Advanced Studies in Financial Planning
UBS September 2011 - Present
Fidelity Investments August 2005 - September 2011
Morgan Stanley March 2004 - June 2005
Education
Merrimack College
BS, Finance
Merrimack College
Advanced Studies in Financial Planning
Ed Sui's UBS Experience September 2002 - Present
Job Senior Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS September 2002 - Present
Skills
Series 7, Series 63, Strategic Planning, Portfolio Management, Series 65, Uniform Combined State..., Management, Asset Allocation, Marketing, Customer Service, Entrepreneurship, Microsoft Office, Business Development, New Business Development, Program Management, Customer Experience, Risk Management, Investment Strategies, Financial Analysis
Education
Michigan State University
BA
UBS September 2002 - Present
Skills
Series 7, Series 63, Strategic Planning, Portfolio Management, Series 65, Uniform Combined State..., Management, Asset Allocation, Marketing, Customer Service, Entrepreneurship, Microsoft Office, Business Development, New Business Development, Program Management, Customer Experience, Risk Management, Investment Strategies, Financial Analysis
Education
Michigan State University
BA
Catherine Palazola's UBS Experience March 2006 - August 2007
Job VP, Global Fund Relations at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2007 - February 2014
UBS March 2006 - August 2007
Merrill Lynch 2004 - 2006
Skills
Series 7, Series 66, Series 86, Series 87, Series 24, Direct Marketing, Press Releases, Marketing, Marketing Strategy, Investor Relations, Alternative Investments, Series 63, Institutional..., Asset Management, Wealth Management, Financial Services, Internal Communications, Private Placements
Education
Messiah College 1999 — 2003
B.S., Marketing
JPMorgan Chase August 2007 - February 2014
UBS March 2006 - August 2007
Merrill Lynch 2004 - 2006
Skills
Series 7, Series 66, Series 86, Series 87, Series 24, Direct Marketing, Press Releases, Marketing, Marketing Strategy, Investor Relations, Alternative Investments, Series 63, Institutional..., Asset Management, Wealth Management, Financial Services, Internal Communications, Private Placements
Education
Messiah College 1999 — 2003
B.S., Marketing
Jeffrey Ritch's UBS Experience March 2012 - Present
Job First Vice President UBS Financial Services
Industry Financial Services
Experience
UBS March 2012 - Present
Merrill Lynch March 1991 - March 2012
Skills
Banking, Investments, Finance, Mutual Funds, Retirement Planning, Series 7
Education
Mercer University 1973 — 1977
Bachelor's degree, Political Science and Government
UBS March 2012 - Present
Merrill Lynch March 1991 - March 2012
Skills
Banking, Investments, Finance, Mutual Funds, Retirement Planning, Series 7
Education
Mercer University 1973 — 1977
Bachelor's degree, Political Science and Government
Thomas Townsend, CFP's UBS Experience April 2009 - Present
Job Senior Vice PresidentWealth Management
Industry Financial Services
Experience
UBS April 2009 - Present
Morgan Stanley September 1984 - April 2009
Skills
Financial Planning, Financial Services
Education
Michigan State University 1974 — 1978
BA, Accounting
UBS April 2009 - Present
Morgan Stanley September 1984 - April 2009
Skills
Financial Planning, Financial Services
Education
Michigan State University 1974 — 1978
BA, Accounting
Keisha Kennedy's UBS Experience 2005 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
UBS Investment Bank August 2010 - November 2013
UBS Investment Bank October 2005 - January 2009
UBS 2005 - 2009
IBM June 1999 - September 2005
Skills
Microsoft Office, Lotus Notes, Risk Management, Outlook, Fixed Income, Microsoft Excel, PowerPoint, Microsoft Word, Access, Administrative..., Customer Service, Office Management, Management, PeopleSoft, Program Management, Event Planning, Teamwork, Security, Social Media, Event Management, Equities
Education
Mercy College 1996 — 2000
Bachelor of Science, Criminal Justice
JPMorgan Chase & Co. September 2014 - Present
UBS Investment Bank August 2010 - November 2013
UBS Investment Bank October 2005 - January 2009
UBS 2005 - 2009
IBM June 1999 - September 2005
Skills
Microsoft Office, Lotus Notes, Risk Management, Outlook, Fixed Income, Microsoft Excel, PowerPoint, Microsoft Word, Access, Administrative..., Customer Service, Office Management, Management, PeopleSoft, Program Management, Event Planning, Teamwork, Security, Social Media, Event Management, Equities
Education
Mercy College 1996 — 2000
Bachelor of Science, Criminal Justice
Alexandra Trimper's UBS Experience May 2009 - July 2009
Job Finance Intern at PepsiCo
Industry Food & Beverages
Experience
PepsiCo June 2015 - Present
Southern Methodist University July 2014 - Present
Henderson Global Investors June 2011 - July 2014
UBS May 2009 - July 2009
Sun Valley Resort June 2005 - August 2008
Congressman Mark Foley Congressional Office May 2006 - June 2006
Skills
Alternative Investments, Portfolio Management, Securities, Risk Management, Investments, Mutual Funds, Investment Management, Hedge Funds, Research
Education
Southern Methodist University 2014 — 2016
Master of Business Administration (M.B.A.)
Miami University 2006 — 2010
Bachelor of Arts (B.A.), Finance, General
The Benjamin School 2003 — 2006
High School
PepsiCo June 2015 - Present
Southern Methodist University July 2014 - Present
Henderson Global Investors June 2011 - July 2014
UBS May 2009 - July 2009
Sun Valley Resort June 2005 - August 2008
Congressman Mark Foley Congressional Office May 2006 - June 2006
Skills
Alternative Investments, Portfolio Management, Securities, Risk Management, Investments, Mutual Funds, Investment Management, Hedge Funds, Research
Education
Southern Methodist University 2014 — 2016
Master of Business Administration (M.B.A.)
Miami University 2006 — 2010
Bachelor of Arts (B.A.), Finance, General
The Benjamin School 2003 — 2006
High School
Hillary Oberpeul's UBS Experience May 2010 - August 2010
Job Quality Assurance/Editor at 84.51˚
Industry Writing and Editing
Experience
84.51˚ August 2015 - Present
Freelance Writer January 2014 - Present
University of Cincinnati, Office of the Graduate School July 2013 - August 2015
Cybervise Limited May 2014 - August 2014
Dragonfly Trading Company September 2012 - August 2013
Miami University Bookstore September 2010 - May 2013
Joseph-Beth Booksellers June 2012 - August 2012
UBS May 2010 - August 2010
Skills
Technical Writing, Content Management, Layout and Design, Speech Writing, Marketing, Blogging, Newsletters, Time Management, Creative Writing, Facebook, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Writing, Leadership
Education
University of Cincinnati 2013 — 2015
Master of Arts (M.A.), Professional Writing
Miami University 2009 — 2013
Bachelor of Arts (B.A.), Creative Writing, Minor in Management & Organizations
84.51˚ August 2015 - Present
Freelance Writer January 2014 - Present
University of Cincinnati, Office of the Graduate School July 2013 - August 2015
Cybervise Limited May 2014 - August 2014
Dragonfly Trading Company September 2012 - August 2013
Miami University Bookstore September 2010 - May 2013
Joseph-Beth Booksellers June 2012 - August 2012
UBS May 2010 - August 2010
Skills
Technical Writing, Content Management, Layout and Design, Speech Writing, Marketing, Blogging, Newsletters, Time Management, Creative Writing, Facebook, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Writing, Leadership
Education
University of Cincinnati 2013 — 2015
Master of Arts (M.A.), Professional Writing
Miami University 2009 — 2013
Bachelor of Arts (B.A.), Creative Writing, Minor in Management & Organizations
Ragini Gupta's UBS Experience June 2008 - August 2008
Job
Industry Financial Services
Experience
Interactive Brokers October 2013 - Present
GE Capital June 2012 - August 2012
Uniiverse March 2012 - July 2012
Cutwater Asset Management July 2011 - August 2011
American Express May 2011 - July 2011
Brunswick School April 2010 - August 2010
Eagle Ocean, Inc. May 2009 - August 2009
UBS June 2008 - August 2008
Brunswick School January 2004 - December 2007
Education
McGill University 2010 — 2013
Bachelor of Arts
Greenwich High School 2006 — 2010
Interactive Brokers October 2013 - Present
GE Capital June 2012 - August 2012
Uniiverse March 2012 - July 2012
Cutwater Asset Management July 2011 - August 2011
American Express May 2011 - July 2011
Brunswick School April 2010 - August 2010
Eagle Ocean, Inc. May 2009 - August 2009
UBS June 2008 - August 2008
Brunswick School January 2004 - December 2007
Education
McGill University 2010 — 2013
Bachelor of Arts
Greenwich High School 2006 — 2010
Paul R. Stevens's UBS Experience June 2001 - Present
Job Financial Advisor Vice president Investments at UBS
Industry Financial Services
Experience
UBS June 2001 - Present
Merrill Lynch December 1990 - June 2001
International Trading group ITG May 1987 - March 1989
Skills
Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Equity Investments, Strategic Financial..., Mortgage Lending, Securites Lending, Home Equity Lines of..., Series 6, Series 7, Series 63, Series 65
Education
Mercer County Community College 1979 — 1981
Associate of Arts and Sciences (A.A.S.), Media Communications Engineering
UBS June 2001 - Present
Merrill Lynch December 1990 - June 2001
International Trading group ITG May 1987 - March 1989
Skills
Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Equity Investments, Strategic Financial..., Mortgage Lending, Securites Lending, Home Equity Lines of..., Series 6, Series 7, Series 63, Series 65
Education
Mercer County Community College 1979 — 1981
Associate of Arts and Sciences (A.A.S.), Media Communications Engineering
Kathleen Horan-Lamela's UBS Experience July 2006 - Present
Job Financial Controller at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS July 2006 - Present
UBS Financial Services Inc. July 2010 - July 2013
UBS Financial Services Inc. July 2006 - July 2010
Torre Lazur McCann May 2005 - July 2006
Vision Consulting March 2003 - May 2005
Skills
Chartered Accountant,...
Education
McGill University 1989 — 1992
Chartered Accountant, Accounting
McGill University 1983 — 1987
B.SC, Chemistry
UBS July 2006 - Present
UBS Financial Services Inc. July 2010 - July 2013
UBS Financial Services Inc. July 2006 - July 2010
Torre Lazur McCann May 2005 - July 2006
Vision Consulting March 2003 - May 2005
Skills
Chartered Accountant,...
Education
McGill University 1989 — 1992
Chartered Accountant, Accounting
McGill University 1983 — 1987
B.SC, Chemistry
Sofia Sangster's UBS Experience June 2008 - December 2011
Job Customer Service Representative. International Banker with 15 years of experirence
Industry Banking
Experience
Terrabank N.A. September 2013 - Present
UBS June 2008 - December 2011
Standard Chartered Bank formerly American Express International Bank January 2006 - September 2008
Mercantil Commercebank January 2005 - January 2006
Banco Pichincha October 2001 - January 2005
Skills
Bilingual-English/Spanis..., International Banking..., Customer Satisfaction, Proficient on Microsoft..., Fedwire, Journal Entries, AS400 system, Expense Reports, Consultworks system, Banking, Customer Service, Microsoft Office, Loans, Retail Banking, Microsoft Word, Accounting, Banca, Portfolio Management, Private Banking
Education
Miami Dade College 2015 — 2017
Terrabank N.A. September 2013 - Present
UBS June 2008 - December 2011
Standard Chartered Bank formerly American Express International Bank January 2006 - September 2008
Mercantil Commercebank January 2005 - January 2006
Banco Pichincha October 2001 - January 2005
Skills
Bilingual-English/Spanis..., International Banking..., Customer Satisfaction, Proficient on Microsoft..., Fedwire, Journal Entries, AS400 system, Expense Reports, Consultworks system, Banking, Customer Service, Microsoft Office, Loans, Retail Banking, Microsoft Word, Accounting, Banca, Portfolio Management, Private Banking
Education
Miami Dade College 2015 — 2017
David Beechler's UBS Experience November 2011 - Present
Job Senior Vice PresidentWealth Management at UBS Financial Services Inc
Industry Financial Services
Allison Boughan's UBS Experience 2001 - 2006
Job Experienced accountant and financial analyst
Industry Accounting
Experience
UBS 2001 - 2006
Ernst & Young September 1998 - August 2001
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Account Reconciliation, Auditing, Corporate Finance, General Ledger, Financial Audits
Education
Miami University 2004 — 2008
Bachelor's degree, Accounting and Finance
UBS 2001 - 2006
Ernst & Young September 1998 - August 2001
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Account Reconciliation, Auditing, Corporate Finance, General Ledger, Financial Audits
Education
Miami University 2004 — 2008
Bachelor's degree, Accounting and Finance
Steve Marra's UBS Experience January 2003 - January 2005
Job Mortgage Consultant at Citi
Industry Banking
Experience
Streetinsider.com February 2008 - Present
Citi October 2000 - Present
JPMorgan Chase January 2005 - January 2008
UBS January 2003 - January 2005
Skills
Business Development, Series 7, Series 63, Series 65, life and health..., Fixed Annuities, Variable Annuities, Mortgage Servicing, Mortgage Lending, Customer Satisfaction, Mortgage Marketing, Mortgage Insurance, Financial Markets, Consumer Lending, Lending Solutions
Education
Oakland Community College 1995 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Michigan State University 1992 — 1995
Bachelor of Business Administration (BBA), Finance, General
Streetinsider.com February 2008 - Present
Citi October 2000 - Present
JPMorgan Chase January 2005 - January 2008
UBS January 2003 - January 2005
Skills
Business Development, Series 7, Series 63, Series 65, life and health..., Fixed Annuities, Variable Annuities, Mortgage Servicing, Mortgage Lending, Customer Satisfaction, Mortgage Marketing, Mortgage Insurance, Financial Markets, Consumer Lending, Lending Solutions
Education
Oakland Community College 1995 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Michigan State University 1992 — 1995
Bachelor of Business Administration (BBA), Finance, General
Randy Bruns, CFA's UBS Experience March 2006 - July 2007
Job Senior Wealth Strategy Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management November 2011 - Present
Morgan Stanley Private Wealth Management October 2008 - November 2011
Merrill Lynch July 2007 - July 2008
UBS March 2006 - July 2007
Education
Miami University 2001 — 2005
Bachelor of Science (B.S.), Finance
UBS Private Wealth Management November 2011 - Present
Morgan Stanley Private Wealth Management October 2008 - November 2011
Merrill Lynch July 2007 - July 2008
UBS March 2006 - July 2007
Education
Miami University 2001 — 2005
Bachelor of Science (B.S.), Finance
John Moccia's UBS Experience November 1999 - November 2014
Job Before You Buy Home Inspection Inc.
Industry Financial Services
Experience
Before You Buy Home Inspections April 2015 - Present
UBS November 1999 - November 2014
Skills
IT Management, Business Analysis, IT Strategy, Disaster Recovery, ITIL, Vendor Management, Project Management, IT Service Management, SDLC, Integration
Education
Mercy College 1985 — 1991
BS
Before You Buy Home Inspections April 2015 - Present
UBS November 1999 - November 2014
Skills
IT Management, Business Analysis, IT Strategy, Disaster Recovery, ITIL, Vendor Management, Project Management, IT Service Management, SDLC, Integration
Education
Mercy College 1985 — 1991
BS
Sean Lawrence's UBS Experience 2005 - 2007
Job Sr. Asset Liability Risk Analyst at CoBank
Industry Banking
Experience
CoBank May 2015 - Present
CoBank January 2012 - April 2015
US AgBank April 2009 - December 2011
Merrill Lynch February 2008 - April 2009
Koch Industries 2007 - 2008
UBS 2005 - 2007
Skills
Interest Rate Risk..., ALM, QRM, Investments, Cash Management, Personal Financial..., Banking, Treasury Management, Treasury, Financial Modeling, Valuation, Portfolio Management, Bloomberg, Capital Markets, Finance, Risk Management, Financial Analysis
Education
McPherson College
Bachelor of Science, Business Management
CoBank May 2015 - Present
CoBank January 2012 - April 2015
US AgBank April 2009 - December 2011
Merrill Lynch February 2008 - April 2009
Koch Industries 2007 - 2008
UBS 2005 - 2007
Skills
Interest Rate Risk..., ALM, QRM, Investments, Cash Management, Personal Financial..., Banking, Treasury Management, Treasury, Financial Modeling, Valuation, Portfolio Management, Bloomberg, Capital Markets, Finance, Risk Management, Financial Analysis
Education
McPherson College
Bachelor of Science, Business Management
Annemarie Alden, CEP's UBS Experience December 2001 - June 2006
Job Equity Compensation
Industry Financial Services
Experience
IMAX December 2014 - Present
The Blackstone Group November 2011 - December 2014
Merrill Lynch June 2006 - November 2011
UBS December 2001 - June 2006
Prudential Financial January 2000 - December 2001
Computer Task Group June 1997 - January 2000
Skills
Equities, Business Analysis, Financial Services, Management, Securities, Wealth Management
Education
Miami University 1992 — 1997
Bachelor of Science in Management Information Systems, Human Resources and Organizational Behavior
IMAX December 2014 - Present
The Blackstone Group November 2011 - December 2014
Merrill Lynch June 2006 - November 2011
UBS December 2001 - June 2006
Prudential Financial January 2000 - December 2001
Computer Task Group June 1997 - January 2000
Skills
Equities, Business Analysis, Financial Services, Management, Securities, Wealth Management
Education
Miami University 1992 — 1997
Bachelor of Science in Management Information Systems, Human Resources and Organizational Behavior
David A. Pozniak's UBS Experience May 2009 - Present
Job Senior Vice PresidentWealth Management at UBS Financial Services,Inc.
Industry Financial Services
Experience
UBS May 2009 - Present
Smith Barney Citigroup January 1984 - May 2009
Education
Michigan State University
Bachelor of Arts (B.A.), Accounting and Finance
UBS May 2009 - Present
Smith Barney Citigroup January 1984 - May 2009
Education
Michigan State University
Bachelor of Arts (B.A.), Accounting and Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.