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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11,700 UBS employees in database. Find out everything there's to know about UBS employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Employees
Employee
Years
Job
Industry
Robert Libraty, AWMA® Robert Libraty, AWMA®'s UBS Experience February 2014 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS February 2014 - Present
UBS Investment Bank December 2012 - January 2014
BNY Mellon June 2010 - December 2012
Education
Monmouth University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
UBS February 2014 - Present
UBS Investment Bank December 2012 - January 2014
BNY Mellon June 2010 - December 2012
Education
Monmouth University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Christian Carrico Christian Carrico's UBS Experience February 2007 - January 2010
Job Vice President, Financial Advisor at PriorityOne Financial Services, Raymond James Financial Servies
Industry Investment Management
Experience
PriorityOne Financial Services, Raymond James Financial Servies December 2012 - Present
Mississippi Investment Management Co., LLC January 2010 - November 2012
UBS February 2007 - January 2010
Skills
Investments, Investment Advisory, Investment Strategies, Wealth Management, Retirement Planning, Securities, Asset Allocation, Equities, Fixed Income, Portfolio Management, Series 7, Asset Management, Mutual Funds, Investment Management
Education
Millsaps College 2007 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
Millsaps College 1988 — 1992
Bachelor of Science (B.S.), Economics
PriorityOne Financial Services, Raymond James Financial Servies December 2012 - Present
Mississippi Investment Management Co., LLC January 2010 - November 2012
UBS February 2007 - January 2010
Skills
Investments, Investment Advisory, Investment Strategies, Wealth Management, Retirement Planning, Securities, Asset Allocation, Equities, Fixed Income, Portfolio Management, Series 7, Asset Management, Mutual Funds, Investment Management
Education
Millsaps College 2007 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
Millsaps College 1988 — 1992
Bachelor of Science (B.S.), Economics
Curtis Kocher Curtis Kocher's UBS Experience May 2012 - August 2013
Job Supply Chain Management Senior at Michigan State University
Industry Logistics and Supply Chain
Experience
Michigan State University August 2011 - Present
Coyote Logistics June 2015 - August 2015
Delphi May 2014 - August 2014
UBS May 2012 - August 2013
Historic White Horse Inn July 2011 - September 2012
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Teamwork, Time Management, Sales, Social Media, Restaurants, Networking, Leadership, Accounts Payable, Customer Service...
Education
Michigan State University 2011 — 2015
Bachelor of Arts, Logistics, Materials, and Supply Chain Management, Senior
Oxford High School 2007 — 2011
High School Diploma, Alumni, General Studies
Michigan State University August 2011 - Present
Coyote Logistics June 2015 - August 2015
Delphi May 2014 - August 2014
UBS May 2012 - August 2013
Historic White Horse Inn July 2011 - September 2012
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Teamwork, Time Management, Sales, Social Media, Restaurants, Networking, Leadership, Accounts Payable, Customer Service...
Education
Michigan State University 2011 — 2015
Bachelor of Arts, Logistics, Materials, and Supply Chain Management, Senior
Oxford High School 2007 — 2011
High School Diploma, Alumni, General Studies
Kristy Launius Kristy Launius's UBS Experience September 2014 - Present
Job Wealth Strategy Associate specializing in Retirement Plan Services
Industry Financial Services
Experience
UBS September 2014 - Present
HUB International July 2013 - August 2014
Haddox Reid Eubank Betts PLLC October 1997 - June 2013
Phelps Dunbar LLP September 1994 - September 1997
Education
Mississippi College 1987 — 1993
B.A. History
UBS September 2014 - Present
HUB International July 2013 - August 2014
Haddox Reid Eubank Betts PLLC October 1997 - June 2013
Phelps Dunbar LLP September 1994 - September 1997
Education
Mississippi College 1987 — 1993
B.A. History
Grant Dugger Grant Dugger's UBS Experience March 2015 - July 2015
Job Analyst Intern at UBS
Industry Market Research
Experience
Active Life Scientific, Inc. March 2014 - September 2015
UBS March 2015 - July 2015
The Hackett Group May 2014 - September 2014
K. Dugger Construction & Contracting Inc. February 2013 - September 2013
Pacific Coast Grill June 2012 - February 2013
Skills
Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Customer Service, PowerPoint, Facebook, Research, English, Windows, Social Networking, Marketing, Outlook, Teaching, Social Media, Economics, Photoshop, Salesforce.com, Lead Generation, Sales, Leadership
Education
University of California, Santa Barbara 2013 — 2015
Economics, Economics
MiraCosta College 2011 — 2013
Associate of Arts (AA), Economics/Psychology
Active Life Scientific, Inc. March 2014 - September 2015
UBS March 2015 - July 2015
The Hackett Group May 2014 - September 2014
K. Dugger Construction & Contracting Inc. February 2013 - September 2013
Pacific Coast Grill June 2012 - February 2013
Skills
Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Customer Service, PowerPoint, Facebook, Research, English, Windows, Social Networking, Marketing, Outlook, Teaching, Social Media, Economics, Photoshop, Salesforce.com, Lead Generation, Sales, Leadership
Education
University of California, Santa Barbara 2013 — 2015
Economics, Economics
MiraCosta College 2011 — 2013
Associate of Arts (AA), Economics/Psychology
Calvin Bibby Calvin Bibby's UBS Experience August 2011 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS August 2011 - Present
BLACKLION January 2009 - March 2011
Skills
Equities, Fixed Income, Mutual Funds, Securities, Financial Services, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Banking, Financial Analysis, Finance
Education
Middle Tennessee State University 2009 — 2011
Volunteer State Community College 2006 — 2009
Bachelor of Science (BS), Accounting and Finance
UBS August 2011 - Present
BLACKLION January 2009 - March 2011
Skills
Equities, Fixed Income, Mutual Funds, Securities, Financial Services, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Banking, Financial Analysis, Finance
Education
Middle Tennessee State University 2009 — 2011
Volunteer State Community College 2006 — 2009
Bachelor of Science (BS), Accounting and Finance
Davanh Kitchens, MBA's UBS Experience March 2014 - Present
Job IT Business Analyst
Industry Information Technology and Services
Experience
UBS March 2014 - Present
UBS financial services December 2010 - March 2014
THIDA THAI RESTAURANT November 2011 - March 2013
Lightning Source, Inc April 2006 - June 2008
Skills
Financial Analysis, Financial Modeling, Finance, Business Analysis, Strategic Planning, Process Improvement, Corporate Actions, Equity Research, Stock Option, Fixed Income, Microsoft Excel, Technical Analysis, Equities, Investments, Mergers, Portfolio Management, Strategy, Analysis, Microsoft Office
Education
Middle Tennessee State University 2008 — 2010
Master of Business Administration, Financial Economics
National University of Laos 1999 — 2004
Bachelor of Art, Management
UBS March 2014 - Present
UBS financial services December 2010 - March 2014
THIDA THAI RESTAURANT November 2011 - March 2013
Lightning Source, Inc April 2006 - June 2008
Skills
Financial Analysis, Financial Modeling, Finance, Business Analysis, Strategic Planning, Process Improvement, Corporate Actions, Equity Research, Stock Option, Fixed Income, Microsoft Excel, Technical Analysis, Equities, Investments, Mergers, Portfolio Management, Strategy, Analysis, Microsoft Office
Education
Middle Tennessee State University 2008 — 2010
Master of Business Administration, Financial Economics
National University of Laos 1999 — 2004
Bachelor of Art, Management
Meredith Roberts Meredith Roberts's UBS Experience October 2004 - February 2009
Job Marketing, Lake Shore Studios, LLC
Industry Consumer Goods
Experience
Lake Shore Studios, LLC August 2015 - Present
East Mississippi Business Development Corporation November 2014 - August 2015
East Mississippi Business Development Corporation August 2010 - October 2014
Beyond Capital Inc February 2009 - August 2010
UBS October 2004 - February 2009
Skills
Social Media, Public Speaking, Advertising, Strategic Planning, Social Media Marketing, Graphic Design, Public Relations, Media Relations, Online Advertising, Press Releases, Community Development, Facebook, Marketing, Event Planning, Email Marketing, Marketing Communications, Online Marketing, Nonprofits, Fundraising, Copywriting, Social Networking, Leadership Development, Marketing Strategy, Sales, Leadership, Newsletters, Editing, Blogging, Publications, Adobe Creative Suite
Education
Mississippi State University 1998 — 2002
Fine Arts, Graphic Design
University of Mississippi 1997 — 1998
Meridian High School 1994 — 1997
10-12
Lake Shore Studios, LLC August 2015 - Present
East Mississippi Business Development Corporation November 2014 - August 2015
East Mississippi Business Development Corporation August 2010 - October 2014
Beyond Capital Inc February 2009 - August 2010
UBS October 2004 - February 2009
Skills
Social Media, Public Speaking, Advertising, Strategic Planning, Social Media Marketing, Graphic Design, Public Relations, Media Relations, Online Advertising, Press Releases, Community Development, Facebook, Marketing, Event Planning, Email Marketing, Marketing Communications, Online Marketing, Nonprofits, Fundraising, Copywriting, Social Networking, Leadership Development, Marketing Strategy, Sales, Leadership, Newsletters, Editing, Blogging, Publications, Adobe Creative Suite
Education
Mississippi State University 1998 — 2002
Fine Arts, Graphic Design
University of Mississippi 1997 — 1998
Meridian High School 1994 — 1997
10-12
Christina Casella, MBA's UBS Experience June 2010 - October 2012
Job Human Resource Generalist at Friedman
Industry Human Resources
Experience
Friedman LLP July 2015 - Present
Deloitte January 2015 - July 2015
Deloitte & Touche, LLP October 2012 - June 2015
UBS June 2010 - October 2012
Deloitte June 2011 - August 2011
State Bank of Long Island February 2010 - May 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Outlook, Microsoft Office, Leadership, Public Speaking, Presentations, Research, Accounting
Education
Molloy College 2011 — 2012
Master of Business Administration (M.B.A.), Accounting
Molloy College 2007 — 2011
Bachelor of Science (B.S.), Accounting
Holy Trinity Diocesan High School 2003 — 2007
Advanced Regents Diploma
Friedman LLP July 2015 - Present
Deloitte January 2015 - July 2015
Deloitte & Touche, LLP October 2012 - June 2015
UBS June 2010 - October 2012
Deloitte June 2011 - August 2011
State Bank of Long Island February 2010 - May 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Outlook, Microsoft Office, Leadership, Public Speaking, Presentations, Research, Accounting
Education
Molloy College 2011 — 2012
Master of Business Administration (M.B.A.), Accounting
Molloy College 2007 — 2011
Bachelor of Science (B.S.), Accounting
Holy Trinity Diocesan High School 2003 — 2007
Advanced Regents Diploma
Mario Coapango Mario Coapango's UBS Experience December 2007 - May 2010
Job Administrative Support Professional
Industry Financial Services
Experience
OfficeTeam July 2013 - May 2015
UBS December 2007 - May 2010
CPA Global June 2006 - December 2007
Accounting Principals February 2006 - June 2007
Skills
Series 63, Wealth Management, Financial Services, Asset Allocation, Series 7, Investments, Securities, Mutual Funds, Asset Management, Portfolio Management, Financial Planning, Microsoft Office, Management, Financial Analysis, Biligual in English and..., Microsoft Office Expert..., Proficient in HTML,..., Financial Operations..., PeopleSoft (Oracle..., SalesForce..., Relational Database..., 10,000 + Alpha Numeric..., Bloomberg
Education
Dodd Financial 2010 — 2011
Self Study, Series 9/10 FINRA
Minneapolis Community and Technical College 2001 — 2009
Present Pending BA in Business Administration, Business Administration
OfficeTeam July 2013 - May 2015
UBS December 2007 - May 2010
CPA Global June 2006 - December 2007
Accounting Principals February 2006 - June 2007
Skills
Series 63, Wealth Management, Financial Services, Asset Allocation, Series 7, Investments, Securities, Mutual Funds, Asset Management, Portfolio Management, Financial Planning, Microsoft Office, Management, Financial Analysis, Biligual in English and..., Microsoft Office Expert..., Proficient in HTML,..., Financial Operations..., PeopleSoft (Oracle..., SalesForce..., Relational Database..., 10,000 + Alpha Numeric..., Bloomberg
Education
Dodd Financial 2010 — 2011
Self Study, Series 9/10 FINRA
Minneapolis Community and Technical College 2001 — 2009
Present Pending BA in Business Administration, Business Administration
Luke Beckett Luke Beckett's UBS Experience May 2015 - Present
Job Business Analyst/Jr Project Manager at UBS
Industry Information Technology and Services
Experience
UBS May 2015 - Present
Metro Nashville March 2015 - April 2015
Community Health Systems August 2014 - December 2014
Middle Tennessee State University May 2013 - December 2014
Martin Methodist College November 2011 - April 2013
Martin Methodist College June 2009 - November 2011
Martin Methodist College September 2006 - May 2009
Lacoste May 2008 - August 2008
Skills
Communication, Motivation, Organization, Creative Problem Solving, Business Understanding, Team Effectiveness, High Pressure..., Microsoft Office, Highly versatile, Learning Quickly, Adaptability, SQL, VB.NET, C#, Recruiting, Customer Service, Event Planning, PowerPoint, Microsoft Excel, Team Building, Microsoft Word, Public Speaking, Social Media, Management
Education
Middle Tennessee State University 2013 — 2014
Master of Science (MS), Computer Information Systems, Project Management
Martin Methodist College 2006 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
UBS May 2015 - Present
Metro Nashville March 2015 - April 2015
Community Health Systems August 2014 - December 2014
Middle Tennessee State University May 2013 - December 2014
Martin Methodist College November 2011 - April 2013
Martin Methodist College June 2009 - November 2011
Martin Methodist College September 2006 - May 2009
Lacoste May 2008 - August 2008
Skills
Communication, Motivation, Organization, Creative Problem Solving, Business Understanding, Team Effectiveness, High Pressure..., Microsoft Office, Highly versatile, Learning Quickly, Adaptability, SQL, VB.NET, C#, Recruiting, Customer Service, Event Planning, PowerPoint, Microsoft Excel, Team Building, Microsoft Word, Public Speaking, Social Media, Management
Education
Middle Tennessee State University 2013 — 2014
Master of Science (MS), Computer Information Systems, Project Management
Martin Methodist College 2006 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Martin Concepcion Martin Concepcion's UBS Experience May 2011 - September 2011
Job FSO Tax, Ernst & Young
Industry Accounting
Experience
EY November 2013 - Present
Ristorante Venere August 2008 - November 2013
Ernst & Young/ FSO SALT Tax June 2012 - September 2012
Marcum LLP February 2012 - May 2012
UBS May 2011 - September 2011
MassMutual Financial Group December 2010 - May 2011
Skills
PowerPoint, Financial Analysis, Finance, Investments, Account Reconciliation, Mutual Funds, Microsoft Excel, Auditing, Microsoft Word, Outlook, Access, Estate Planning, Financial Reporting, Accounting, Tax, Financial Modeling, GAAP, Microsoft Office, QuickBooks, Financial Accounting
Education
Molloy College 2010 — 2013
B.S; Business Honors Accounting, Accounting
Nassau Community College 2008 — 2010
Associates, Science
Calhoun High School 2006 — 2008
EY November 2013 - Present
Ristorante Venere August 2008 - November 2013
Ernst & Young/ FSO SALT Tax June 2012 - September 2012
Marcum LLP February 2012 - May 2012
UBS May 2011 - September 2011
MassMutual Financial Group December 2010 - May 2011
Skills
PowerPoint, Financial Analysis, Finance, Investments, Account Reconciliation, Mutual Funds, Microsoft Excel, Auditing, Microsoft Word, Outlook, Access, Estate Planning, Financial Reporting, Accounting, Tax, Financial Modeling, GAAP, Microsoft Office, QuickBooks, Financial Accounting
Education
Molloy College 2010 — 2013
B.S; Business Honors Accounting, Accounting
Nassau Community College 2008 — 2010
Associates, Science
Calhoun High School 2006 — 2008
Lance T Mason's UBS Experience July 2012 - August 2012
Job Financial Services Assurance Intern at EY
Industry
Experience
EY June 2015 - August 2015
EY May 2014 - July 2014
New York Mets July 2013 - August 2013
UBS July 2012 - August 2012
Best Buy July 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Public Speaking, Strategic Planning, Editing
Education
Molloy College 2011 — 2015
EY June 2015 - August 2015
EY May 2014 - July 2014
New York Mets July 2013 - August 2013
UBS July 2012 - August 2012
Best Buy July 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Public Speaking, Strategic Planning, Editing
Education
Molloy College 2011 — 2015
Brittney Taylor's UBS Experience August 2011 - February 2014
Job Senior Accounting Clerk at Aramark
Industry Investment Banking
Experience
Ingram Content Group July 2015 - Present
Aramark February 2014 - July 2015
UBS August 2011 - February 2014
Internal Revenue Service June 2009 - August 2009
Skills
Fixed Income, Analytical Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Dependable Team Player, Research, Equities, Mutual Funds, Interpersonal Skill, High Organizational..., Written & Verbal..., Multitasking Skills, Oracle Discoverer, Vista Plus, Accounts Receivable, Oracle R12 Financials, Customer Service, PowerPoint, Accounting
Education
Middle Tennessee State University 2015 — 2017
Master of Business Administration (M.B.A.), Accounting
Middle Tennessee State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), accounting
Ingram Content Group July 2015 - Present
Aramark February 2014 - July 2015
UBS August 2011 - February 2014
Internal Revenue Service June 2009 - August 2009
Skills
Fixed Income, Analytical Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Dependable Team Player, Research, Equities, Mutual Funds, Interpersonal Skill, High Organizational..., Written & Verbal..., Multitasking Skills, Oracle Discoverer, Vista Plus, Accounts Receivable, Oracle R12 Financials, Customer Service, PowerPoint, Accounting
Education
Middle Tennessee State University 2015 — 2017
Master of Business Administration (M.B.A.), Accounting
Middle Tennessee State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), accounting
Kim Mankin's UBS Experience November 2014 - Present
Job UBS Financial Services Inc
Industry Financial Services
Experience
UBS November 2014 - Present
Merrill Lynch April 2014 - November 2014
UBS Financial Services Inc. March 2013 - April 2014
Skills
Series 7, Series 63, Series 65
Education
Middle Tennessee State University
Business, Finance
UBS November 2014 - Present
Merrill Lynch April 2014 - November 2014
UBS Financial Services Inc. March 2013 - April 2014
Skills
Series 7, Series 63, Series 65
Education
Middle Tennessee State University
Business, Finance
Gwendolyne Martinez Gwendolyne Martinez's UBS Experience June 2013 - May 2014
Job Visionary | Entrepreneur | Founder and CEO
Industry Accounting
Experience
UBS June 2013 - May 2014
Champion Learning Center September 2009 - January 2013
Burr & Forman LLP May 2007 - September 2009
Avion Air Academy/Avion Jet Center May 2002 - May 2007
Skills
Microsoft Office, QuickBooks, Peachtree, Spanish-speaking, Juris, Javelin, Total FBO Accounting..., Strategic Planning, Strategic Thinking, Customer Service, Research, Analysis, Bookkeeping, Leadership, Community Outreach, Accounts Payable, Microsoft Word, Training, PowerPoint, Microsoft Excel, General Ledger, Accounting, Accounts Receivable, Finance, Financial Analysis, Invoicing, Spanish, Outlook, Fundraising, Nonprofits, Public Relations, Event Planning, Access, Teamwork, Budgets, Recruiting, Policy, Public Speaking
Education
Monroe College 2011 — 2014
Bachelor's degree
Seminole Community College 2004 — 2009
Associate's degree
UBS June 2013 - May 2014
Champion Learning Center September 2009 - January 2013
Burr & Forman LLP May 2007 - September 2009
Avion Air Academy/Avion Jet Center May 2002 - May 2007
Skills
Microsoft Office, QuickBooks, Peachtree, Spanish-speaking, Juris, Javelin, Total FBO Accounting..., Strategic Planning, Strategic Thinking, Customer Service, Research, Analysis, Bookkeeping, Leadership, Community Outreach, Accounts Payable, Microsoft Word, Training, PowerPoint, Microsoft Excel, General Ledger, Accounting, Accounts Receivable, Finance, Financial Analysis, Invoicing, Spanish, Outlook, Fundraising, Nonprofits, Public Relations, Event Planning, Access, Teamwork, Budgets, Recruiting, Policy, Public Speaking
Education
Monroe College 2011 — 2014
Bachelor's degree
Seminole Community College 2004 — 2009
Associate's degree
Anthony Gatta, CRIS Anthony Gatta, CRIS's UBS Experience June 2000 - August 2000
Job CEO | Owner at Gatta Insurance, LLC
Industry Insurance
Experience
Gatta Insurance, LLC April 2014 - Present
Gatta Associates, LLC November 2010 - Present
Nationwide Insurance February 2004 - June 2010
Nationwide Insurance August 2003 - February 2004
Nationwide Insurance March 2002 - August 2003
EMC Insurance Companies June 2001 - August 2001
UBS June 2000 - August 2000
Arthur J. Gallagher and Co. June 1999 - August 1999
Skills
Commercial Insurance, Surety Bonds, Risk Management, Underwriting, Strategic Planning, Strategic Alliances, Leadership, Contract Negotiation, Sales Management, Management, Team Building
Education
Mississippi State University 1997 — 2001
B.A.
Gatta Insurance, LLC April 2014 - Present
Gatta Associates, LLC November 2010 - Present
Nationwide Insurance February 2004 - June 2010
Nationwide Insurance August 2003 - February 2004
Nationwide Insurance March 2002 - August 2003
EMC Insurance Companies June 2001 - August 2001
UBS June 2000 - August 2000
Arthur J. Gallagher and Co. June 1999 - August 1999
Skills
Commercial Insurance, Surety Bonds, Risk Management, Underwriting, Strategic Planning, Strategic Alliances, Leadership, Contract Negotiation, Sales Management, Management, Team Building
Education
Mississippi State University 1997 — 2001
B.A.
Shanna Hausladen Shanna Hausladen's UBS Experience October 2003 - April 2009
Job Certified Medical Assistant at Allergy & Asthma Specialists, P.A.
Industry Medical Practice
Experience
Allergy & Asthma Specialists, P.A. September 2013 - Present
Minnesota School of Business April 2011 - September 2013
Allergy & Asthma Specialists, P.A. July 2013 - August 2013
UBS October 2003 - April 2009
Archway Marketing Services 2001 - 2003
Skills
Vital Signs, Customer Service, Medical Coding, Microsoft Office, Microsoft Excel, Phlebotomy, Medication..., Data Entry, First Aid, Wound Care, Strategic Planning, Social Media Marketing, Medical Assisting, Urinalysis, Clinical Pharmacology, Ten Key, PowerPoint, Gastrostomy tube care, Aseptic Technique, Organization &..., Laboratory diagnostic..., BLS/CPR certified, Allergy Testing, Pulmonary function..., Allergy Relief, Telephone Triage, Medical Terminology, Patient Education, EKG
Education
Minnesota School of Business-Plymouth 2011 — 2013
Associate in Applied Science, Medical/Clinical Assistant, 3.78 GPA
Allergy & Asthma Specialists, P.A. September 2013 - Present
Minnesota School of Business April 2011 - September 2013
Allergy & Asthma Specialists, P.A. July 2013 - August 2013
UBS October 2003 - April 2009
Archway Marketing Services 2001 - 2003
Skills
Vital Signs, Customer Service, Medical Coding, Microsoft Office, Microsoft Excel, Phlebotomy, Medication..., Data Entry, First Aid, Wound Care, Strategic Planning, Social Media Marketing, Medical Assisting, Urinalysis, Clinical Pharmacology, Ten Key, PowerPoint, Gastrostomy tube care, Aseptic Technique, Organization &..., Laboratory diagnostic..., BLS/CPR certified, Allergy Testing, Pulmonary function..., Allergy Relief, Telephone Triage, Medical Terminology, Patient Education, EKG
Education
Minnesota School of Business-Plymouth 2011 — 2013
Associate in Applied Science, Medical/Clinical Assistant, 3.78 GPA
Patricia G. Scribner's UBS Experience 2000 - 2004
Job Owner at Patricia's Yarns
Industry Retail
Experience
Patricia's Yarns August 2004 - Present
UBS 2000 - 2004
Education
Monmouth University 1996 — 1999
Bachelor's Degree, Business Administration, Marketing, Summa Cum Laude
Stevens Institute of Technology
Master of Business Administration (M.B.A.)
Patricia's Yarns August 2004 - Present
UBS 2000 - 2004
Education
Monmouth University 1996 — 1999
Bachelor's Degree, Business Administration, Marketing, Summa Cum Laude
Stevens Institute of Technology
Master of Business Administration (M.B.A.)
Ben Wiggins Ben Wiggins's UBS Experience June 2011 - August 2011
Job Business Analyst at BTS
Industry Management Consulting
Experience
BTS July 2015 - Present
Synapse July 2014 - June 2015
Disney ABC Television Group June 2013 - August 2013
State Street June 2012 - August 2012
UBS June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Research, Social Media, Public Speaking, Microsoft Excel, Economics, Microsoft Office, Financial Analysis, Data Analysis, Facebook, Editing, Market Research
Education
Middlebury College 2010 — 2014
Bachelor’s Degree, Political Science, Economics
Noble and Greenough School 2007 — 2010
BTS July 2015 - Present
Synapse July 2014 - June 2015
Disney ABC Television Group June 2013 - August 2013
State Street June 2012 - August 2012
UBS June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Research, Social Media, Public Speaking, Microsoft Excel, Economics, Microsoft Office, Financial Analysis, Data Analysis, Facebook, Editing, Market Research
Education
Middlebury College 2010 — 2014
Bachelor’s Degree, Political Science, Economics
Noble and Greenough School 2007 — 2010
Tatiana Caver-Harvey Tatiana Caver-Harvey's UBS Experience December 2010 - March 2011
Job Tax Support Specialist at Intuit Turbotax
Industry Accounting
Experience
Intuit February 2015 - Present
Anila Hair February 2010 - Present
Fidelity Investments January 2012 - April 2012
UBS December 2010 - March 2011
Merck August 2010 - September 2010
Fidelity Investments January 2009 - May 2009
IRS December 2007 - June 2008
UBS Wealth Management December 2005 - January 2007
Kelly Services 2003 - 2004
Skills
Microsoft Office, Accounts Payable, Outlook, Customer Service, Time Management, HTML, Microsoft Excel, Web Design, Marketing Strategy, CSS, Adobe Creative Suite, Microsoft Word, Graphic Design, Copywriting, Photoshop, Illustrator, Photo Retouching, Social Networking, Social Media, Social Media Marketing, Accounting, Finance, Sales, Marketing, Entrepreneurship, Accounts Receivable, Analysis
Education
DeVry University 2006 — 2007
Bachelors of Science, Technical Management
Monroe College 1999 — 2001
Associate of Arts and Sciences (A.A.S.), Computer Science
Intuit February 2015 - Present
Anila Hair February 2010 - Present
Fidelity Investments January 2012 - April 2012
UBS December 2010 - March 2011
Merck August 2010 - September 2010
Fidelity Investments January 2009 - May 2009
IRS December 2007 - June 2008
UBS Wealth Management December 2005 - January 2007
Kelly Services 2003 - 2004
Skills
Microsoft Office, Accounts Payable, Outlook, Customer Service, Time Management, HTML, Microsoft Excel, Web Design, Marketing Strategy, CSS, Adobe Creative Suite, Microsoft Word, Graphic Design, Copywriting, Photoshop, Illustrator, Photo Retouching, Social Networking, Social Media, Social Media Marketing, Accounting, Finance, Sales, Marketing, Entrepreneurship, Accounts Receivable, Analysis
Education
DeVry University 2006 — 2007
Bachelors of Science, Technical Management
Monroe College 1999 — 2001
Associate of Arts and Sciences (A.A.S.), Computer Science
McKenzie Martin's UBS Experience 2015 - Present
Job HR EA
Industry Human Resources
Experience
UBS 2015 - Present
Etsy February 2014 - August 2014
Arnold Air Force Base Commissary October 2008 - December 2012
Amy's Hallmark February 2012 - July 2012
Skills
Customer Service
Education
Middle Tennessee State University 2014 — 2014
Human Resources Management, Human Resources Management
UBS 2015 - Present
Etsy February 2014 - August 2014
Arnold Air Force Base Commissary October 2008 - December 2012
Amy's Hallmark February 2012 - July 2012
Skills
Customer Service
Education
Middle Tennessee State University 2014 — 2014
Human Resources Management, Human Resources Management
Keith D. Lundhagen Keith D. Lundhagen's UBS Experience July 2005 - Present
Job Vice PresidentWealth Management UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS July 2005 - Present
RBC Wealth Management May 2001 - July 2005
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning
Education
Minnesota State University, Mankato 1982 — 1986
Bachelor's degree, Business Administration and Management, General
UBS July 2005 - Present
RBC Wealth Management May 2001 - July 2005
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning
Education
Minnesota State University, Mankato 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Randall Brewster Randall Brewster's UBS Experience June 2006 - Present
Job Financial Advisor with UBS. Helping Business Owners and HighNet Worth Individuals achieve their financial objectives.
Industry Financial Services
Experience
UBS June 2006 - Present
Education
University of North Carolina at Wilmington 1996 — 1998
Bachelor of Science, Marketing
Mahwah High School
Monmouth University
UBS June 2006 - Present
Education
University of North Carolina at Wilmington 1996 — 1998
Bachelor of Science, Marketing
Mahwah High School
Monmouth University
Tyler Kopac Tyler Kopac's UBS Experience February 2015 - Present
Job Registered Client Service Associate at UBS
Industry
Experience
UBS February 2015 - Present
NJ Lenders Corp March 2014 - December 2014
ICON International, Inc. June 2014 - September 2014
ICON International, Inc. May 2013 - January 2014
Education
Monmouth University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
UBS February 2015 - Present
NJ Lenders Corp March 2014 - December 2014
ICON International, Inc. June 2014 - September 2014
ICON International, Inc. May 2013 - January 2014
Education
Monmouth University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Doug Gillespie Jr. Doug Gillespie Jr.'s UBS Experience September 2002 - April 2005
Job Sr. VP High Yield Sales and Trading at JVB Financial Group, LLC
Industry Financial Services
Experience
JVB Financial Group, LLC September 2014 - Present
TMC Bonds May 2011 - Present
Bear Stearns and Newedge LLC January 2008 - October 2009
Proprietary Equity Trading July 2006 - September 2007
Pru Global Securities April 2005 - June 2006
UBS September 2002 - April 2005
Skills
Trading, Investments,..., Financial Markets, Fixed Income, Series 7, Trading, Series 63, Trading Systems, Bonds, Hedge Funds, Options, Bloomberg, Asset Allocation, Series 24, Securities, FINRA, Electronic Trading, Equities, Trading Strategies, Investment Management, FX Options, Capital Markets, Alternative Investments, Proprietary Trading, Equity Trading, Swaps
Education
Monmouth University 1997 — 2000
Bachelor's degree, Finance, Economics
JVB Financial Group, LLC September 2014 - Present
TMC Bonds May 2011 - Present
Bear Stearns and Newedge LLC January 2008 - October 2009
Proprietary Equity Trading July 2006 - September 2007
Pru Global Securities April 2005 - June 2006
UBS September 2002 - April 2005
Skills
Trading, Investments,..., Financial Markets, Fixed Income, Series 7, Trading, Series 63, Trading Systems, Bonds, Hedge Funds, Options, Bloomberg, Asset Allocation, Series 24, Securities, FINRA, Electronic Trading, Equities, Trading Strategies, Investment Management, FX Options, Capital Markets, Alternative Investments, Proprietary Trading, Equity Trading, Swaps
Education
Monmouth University 1997 — 2000
Bachelor's degree, Finance, Economics
Scott Schoettlin's UBS Experience 2005 - 2007
Job Sales Manager at Market Technologies, LLC
Industry Computer Software
Experience
Market Technologies, LLC September 2014 - Present
Securities America Advisors, Inc. June 2007 - September 2014
Service Corporation International December 2013 - July 2014
Sterling Foundation Management, LLC September 2010 - August 2013
UBS 2005 - 2007
Citi 2003 - 2005
Edward Jones 2001 - 2003
Skills
Investments, Selling, Strategic Financial..., Wealth Management, Asset Management, Series 7, Leadership, Business Development, Public Speaking, New Business Development, Retirement Planning, Management, Marketing, Training, Real Estate, Asset Managment, Real Estate Transactions, Commercial Real Estate, Real Estate Investment..., Sales, Investment Properties, Business Management, Financial Planning, Consultative Selling, Small Business, Entrepreneurship, Finance, Estate Planning, Insurance
Education
Missouri State University 1992 — 1996
B.S.
Market Technologies, LLC September 2014 - Present
Securities America Advisors, Inc. June 2007 - September 2014
Service Corporation International December 2013 - July 2014
Sterling Foundation Management, LLC September 2010 - August 2013
UBS 2005 - 2007
Citi 2003 - 2005
Edward Jones 2001 - 2003
Skills
Investments, Selling, Strategic Financial..., Wealth Management, Asset Management, Series 7, Leadership, Business Development, Public Speaking, New Business Development, Retirement Planning, Management, Marketing, Training, Real Estate, Asset Managment, Real Estate Transactions, Commercial Real Estate, Real Estate Investment..., Sales, Investment Properties, Business Management, Financial Planning, Consultative Selling, Small Business, Entrepreneurship, Finance, Estate Planning, Insurance
Education
Missouri State University 1992 — 1996
B.S.
John O'Neal John O'Neal's UBS Experience December 2014 - Present
Job Associate Director
Industry Information Technology and Services
Experience
UBS December 2014 - Present
Community Health Systems November 2013 - December 2014
IDR, Inc. April 2013 - October 2013
Underwriters Laboratories March 2012 - April 2013
Asurion July 2006 - March 2012
Siemens July 2004 - July 2006
CIGNA 1998 - 2004
RHI Executive Search 1998 - 1999
Nortel 1996 - 1998
Waldenbooks 1990 - 1993
Skills
Data Center, VMware, Servers, Troubleshooting, Technical Support, Disaster Recovery, IT Operations, System Deployment, IT Management, Active Directory, Cluster, Security, ITIL, Windows, HP, Enterprise Software, Hardware, Virtualization, Group Policy, DNS, Windows Server, Infrastructure, Integration, Operating Systems, International..., Software Documentation, Call Centers, Microsoft Technologies, Enterprise Architecture, Data Migration, Veritas Cluster Server, Documentation, Problem Solving, Wireless, VMware ESX, Server Architecture, Information Technology, TCP/IP, DHCP, System Administration, Windows 7, Project Management, Cloud Computing, Incident Management, SAN, Server Migration, System Migration, Cisco UCS, Microsoft Cluster, Proteus
Education
Middle Tennessee State University 1989 — 1993
BBA, Marketing, Computer Science
UBS December 2014 - Present
Community Health Systems November 2013 - December 2014
IDR, Inc. April 2013 - October 2013
Underwriters Laboratories March 2012 - April 2013
Asurion July 2006 - March 2012
Siemens July 2004 - July 2006
CIGNA 1998 - 2004
RHI Executive Search 1998 - 1999
Nortel 1996 - 1998
Waldenbooks 1990 - 1993
Skills
Data Center, VMware, Servers, Troubleshooting, Technical Support, Disaster Recovery, IT Operations, System Deployment, IT Management, Active Directory, Cluster, Security, ITIL, Windows, HP, Enterprise Software, Hardware, Virtualization, Group Policy, DNS, Windows Server, Infrastructure, Integration, Operating Systems, International..., Software Documentation, Call Centers, Microsoft Technologies, Enterprise Architecture, Data Migration, Veritas Cluster Server, Documentation, Problem Solving, Wireless, VMware ESX, Server Architecture, Information Technology, TCP/IP, DHCP, System Administration, Windows 7, Project Management, Cloud Computing, Incident Management, SAN, Server Migration, System Migration, Cisco UCS, Microsoft Cluster, Proteus
Education
Middle Tennessee State University 1989 — 1993
BBA, Marketing, Computer Science
Danielle Milam's UBS Experience July 2007 - July 2009
Job Finance Administrator at DREAM, Inc.
Industry Nonprofit Organization Management
Experience
DREAM, Inc. July 2009 - Present
UBS July 2007 - July 2009
Skills
Financial Accounting, Financial Reporting, Health Benefits..., Retirement Benefits, Grants Management, Internal Audit, Accounts Payable, Accounts Receivable, Budget Reconciliation, Nonprofits
Education
Mississippi College 1996 — 1998
Bachelor's degree, Foreign Language/Business, 3.74
DREAM, Inc. July 2009 - Present
UBS July 2007 - July 2009
Skills
Financial Accounting, Financial Reporting, Health Benefits..., Retirement Benefits, Grants Management, Internal Audit, Accounts Payable, Accounts Receivable, Budget Reconciliation, Nonprofits
Education
Mississippi College 1996 — 1998
Bachelor's degree, Foreign Language/Business, 3.74
Samuel Kalchuk's UBS Experience February 2014 - Present
Job Associate Director Project Manager at UBS Nashville Business Solutions Center
Industry Financial Services
Experience
UBS February 2014 - Present
UBS May 2012 - January 2014
UBS February 2011 - May 2012
UBS January 2009 - February 2011
UBS February 2006 - January 2009
Skills
Certified Green Belt, Six Sigma, Process Improvement, Management, Customer Service, Operations Management, Credit Cards, Banking, Call Centers, Online Services, Microsoft Excel, PowerPoint, Minitab, NICE Call Recording, PeopleSoft, Cognos, CMS, Internet Banking
Education
Middle Tennessee State University 2001 — 2006
BBA, Marketing/Management
UBS February 2014 - Present
UBS May 2012 - January 2014
UBS February 2011 - May 2012
UBS January 2009 - February 2011
UBS February 2006 - January 2009
Skills
Certified Green Belt, Six Sigma, Process Improvement, Management, Customer Service, Operations Management, Credit Cards, Banking, Call Centers, Online Services, Microsoft Excel, PowerPoint, Minitab, NICE Call Recording, PeopleSoft, Cognos, CMS, Internet Banking
Education
Middle Tennessee State University 2001 — 2006
BBA, Marketing/Management
Hunter Barry Hunter Barry's UBS Experience June 2014 - February 2015
Job Asset Liability Analyst at Volunteer Corporate Credit Union
Industry Financial Services
Experience
Volunteer Corporate Credit Union August 2015 - Present
UBS June 2014 - February 2015
Middle Tennessee State University December 2010 - May 2014
Middle Tennessee State University August 2012 - July 2013
Easter Seals Inc. May 2012 - August 2012
MTTV August 2011 - December 2011
Trio Student Success January 2011 - May 2011
Gamma Beta Phi Honors Society January 2010 - May 2010
Middle Tennessee State University August 2008 - May 2010
Middle Tennessee State University August 2007 - May 2010
Skills
Statistics, Critical Thinking, SPSS, R, Stata, Public Speaking, Qualitative Research, SAS programming, ArcGIS, Gretl, Microsoft Excel, Microsoft Word, PowerPoint, Final Cut Pro, Written & Oral..., Oral & Written..., Customer Service, Student Development, Leadership
Education
Middle Tennessee State University 2011 — 2013
Master of Arts (MA), Economics, 3.88
Middle Tennessee State University 2006 — 2010
Bachelor of Science (BS), Double Major in Economics and Mass Communications, 3.56
Siegel High School
Volunteer Corporate Credit Union August 2015 - Present
UBS June 2014 - February 2015
Middle Tennessee State University December 2010 - May 2014
Middle Tennessee State University August 2012 - July 2013
Easter Seals Inc. May 2012 - August 2012
MTTV August 2011 - December 2011
Trio Student Success January 2011 - May 2011
Gamma Beta Phi Honors Society January 2010 - May 2010
Middle Tennessee State University August 2008 - May 2010
Middle Tennessee State University August 2007 - May 2010
Skills
Statistics, Critical Thinking, SPSS, R, Stata, Public Speaking, Qualitative Research, SAS programming, ArcGIS, Gretl, Microsoft Excel, Microsoft Word, PowerPoint, Final Cut Pro, Written & Oral..., Oral & Written..., Customer Service, Student Development, Leadership
Education
Middle Tennessee State University 2011 — 2013
Master of Arts (MA), Economics, 3.88
Middle Tennessee State University 2006 — 2010
Bachelor of Science (BS), Double Major in Economics and Mass Communications, 3.56
Siegel High School
Tali Briggs's UBS Experience April 2007 - September 2008
Job Executive Assistant / Office Operations Manager at Antenna | A Community of Marketing Talent on Demand
Industry Staffing and Recruiting
Experience
Antenna April 2013 - Present
Salo LLC January 2012 - March 2013
Salo LLC September 2008 - January 2012
UBS April 2007 - September 2008
The Emmerich Group February 2006 - March 2007
Skills
Time Management, Event Planning, Process Improvement, Training, Strategic Planning, Customer Service, Recruiting, Leadership Development, Heavy Calendaring, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Management, Business Development, Leadership, Marketing
Education
Minnesota School of Business
Associate in Applied Science, Legal Secretary
Antenna April 2013 - Present
Salo LLC January 2012 - March 2013
Salo LLC September 2008 - January 2012
UBS April 2007 - September 2008
The Emmerich Group February 2006 - March 2007
Skills
Time Management, Event Planning, Process Improvement, Training, Strategic Planning, Customer Service, Recruiting, Leadership Development, Heavy Calendaring, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Management, Business Development, Leadership, Marketing
Education
Minnesota School of Business
Associate in Applied Science, Legal Secretary
Noosha Aftahi Noosha Aftahi's UBS Experience October 2014 - Present
Job Regulatory Analyst at UBS
Industry Financial Services
Experience
UBS October 2014 - Present
(Hu)SAND Group May 2013 - March 2014
Human Rights Watch June 2013 - December 2013
Middlebury Institute of International Studies June 2012 - May 2013
Colorado State Capitol 2011 - 2011
Skills
Policy Analysis, Research, International..., Spoken fluency in..., Non-profits, Nonprofits, Social Networking, PowerPoint, International Relations, Persian, Intermediate level..., Arabic, Grant Writing, Community Outreach, Foreign Policy, SPSS
Education
Middlebury Institute of International Studies at Monterey 2012 — 2014
Master of Arts (M.A.), International Policy Studies: Human Security and Development
Middlebury Institute of International Studies at Monterey 2012 — 2014
Master of Business Administration (MBA)
University of Denver 2009 — 2012
Bachelor of Arts (BA), International/Global Studies
University of Haifa
Peace Studies and Conflict Resolution
UBS October 2014 - Present
(Hu)SAND Group May 2013 - March 2014
Human Rights Watch June 2013 - December 2013
Middlebury Institute of International Studies June 2012 - May 2013
Colorado State Capitol 2011 - 2011
Skills
Policy Analysis, Research, International..., Spoken fluency in..., Non-profits, Nonprofits, Social Networking, PowerPoint, International Relations, Persian, Intermediate level..., Arabic, Grant Writing, Community Outreach, Foreign Policy, SPSS
Education
Middlebury Institute of International Studies at Monterey 2012 — 2014
Master of Arts (M.A.), International Policy Studies: Human Security and Development
Middlebury Institute of International Studies at Monterey 2012 — 2014
Master of Business Administration (MBA)
University of Denver 2009 — 2012
Bachelor of Arts (BA), International/Global Studies
University of Haifa
Peace Studies and Conflict Resolution
Jeannie Stubblefield's UBS Experience January 2001 - January 2002
Job Molecular Biosciences PhD student @ MTSU / Drug Discovery with The Tennessee Center for Botanical Medicine Research
Industry Research
Experience
Middle Tennessee State University August 2015 - Present
Middle Tennessee State University August 2011 - August 2015
Citigroup / Smith Barney January 2002 - June 2007
UBS January 2001 - January 2002
Dollar General November 1997 - December 2000
Skills
Drug Discovery, Neglected Tropical..., Research, University Teaching, Lecturing, cytotoxicity testing, Public Speaking, Data Analysis, Statistics, Microbiology, CHAGAS DISEASE, LEISHMANIASIS, African Sleeping..., Anthrax decontamination, Mass casualty response, Parasitology, Grant Writing, High Throughput..., High Content Screening, Experimental Design, NATURAL PRODUCTS..., Trichomonas, Amoeba, Trypanosoma cruzi, Leishmania donovoni, Trypanosoma brucei, Decontamination, Higher Education, biotechnology, chlorine dioxide, Biotechnology, Chlorine Dioxide, Assay Development, Management, Microsoft Excel
Education
Middle Tennessee State University 2011 — 2016
Doctor of Philosophy (Ph.D.), Molecular Biosciences
Middle Tennessee State University 2008 — 2011
B.S. Biology - Microbiology
Middle Tennessee State University August 2015 - Present
Middle Tennessee State University August 2011 - August 2015
Citigroup / Smith Barney January 2002 - June 2007
UBS January 2001 - January 2002
Dollar General November 1997 - December 2000
Skills
Drug Discovery, Neglected Tropical..., Research, University Teaching, Lecturing, cytotoxicity testing, Public Speaking, Data Analysis, Statistics, Microbiology, CHAGAS DISEASE, LEISHMANIASIS, African Sleeping..., Anthrax decontamination, Mass casualty response, Parasitology, Grant Writing, High Throughput..., High Content Screening, Experimental Design, NATURAL PRODUCTS..., Trichomonas, Amoeba, Trypanosoma cruzi, Leishmania donovoni, Trypanosoma brucei, Decontamination, Higher Education, biotechnology, chlorine dioxide, Biotechnology, Chlorine Dioxide, Assay Development, Management, Microsoft Excel
Education
Middle Tennessee State University 2011 — 2016
Doctor of Philosophy (Ph.D.), Molecular Biosciences
Middle Tennessee State University 2008 — 2011
B.S. Biology - Microbiology
Jake Burak Jake Burak's UBS Experience September 2010 - December 2010
Job Accounts Receivable Clerk at Arnold Dental Supply
Industry Accounting
Experience
Arnold Dental Supply August 2015 - Present
Parametric Portfolio Assoc June 2015 - July 2015
Merrill Lynch June 2011 - August 2011
UBS September 2010 - December 2010
Skills
Marketing, Asset Allocation, Adobe Creative Suite, Photoshop, Cold Calling, Portfolio Management, Time Management, Financial Analysis, Teamwork, PowerPoint
Education
California State University Channel Islands 2012 — 2015
Bachelor's degree, Business Administration, Accounting, 3.0
MiraCosta College 2009 — 2012
Business Administration, Accounting, Finance, Real Estate
Arnold Dental Supply August 2015 - Present
Parametric Portfolio Assoc June 2015 - July 2015
Merrill Lynch June 2011 - August 2011
UBS September 2010 - December 2010
Skills
Marketing, Asset Allocation, Adobe Creative Suite, Photoshop, Cold Calling, Portfolio Management, Time Management, Financial Analysis, Teamwork, PowerPoint
Education
California State University Channel Islands 2012 — 2015
Bachelor's degree, Business Administration, Accounting, 3.0
MiraCosta College 2009 — 2012
Business Administration, Accounting, Finance, Real Estate
Hanes Heller's UBS Experience 2010 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS 2010 - Present
American Express 2000 - 2009
Dorian Drake International 1995 - 1998
Skills
Financial Modeling, Credit Cards, Payments, P&L Management, Financial Analysis, Finance, Product Management, Mergers & Acquisitions, Portfolio Management, Business Analysis, Analytics, Analysis, Forecasting, Risk Management, Strategy, Strategic Partnerships, Financial Risk, Financial Services
Education
Middlebury College
Bachelor's degree, Economics
New York University
Master of Business Administration (MBA), Finance and Information Technology
UBS 2010 - Present
American Express 2000 - 2009
Dorian Drake International 1995 - 1998
Skills
Financial Modeling, Credit Cards, Payments, P&L Management, Financial Analysis, Finance, Product Management, Mergers & Acquisitions, Portfolio Management, Business Analysis, Analytics, Analysis, Forecasting, Risk Management, Strategy, Strategic Partnerships, Financial Risk, Financial Services
Education
Middlebury College
Bachelor's degree, Economics
New York University
Master of Business Administration (MBA), Finance and Information Technology
Richard C. King Jr. Richard C. King Jr.'s UBS Experience May 2001 - March 2002
Job Managing Director at Motor Funding Services LLC
Industry Financial Services
Experience
MAC / MFS 2013 - Present
Pepcap Ventures, Inc. November 2012 - May 2015
GT Relentless LLC May 2014 - November 2014
CelebCalls.com September 2008 - June 2014
Blackline GPS 2008 - 2010
Picasso, Inc. June 2006 - 2008
Sutra Lounge 2004 - 2008
Kantina 2004 - 2008
Wachovia Securities March 2002 - 2008
UBS May 2001 - March 2002
Skills
Private Equity, Venture Capital, Mergers, Entrepreneurship, Investments, Equities, Finance, Start-ups, Corporate Development, Business Strategy, Corporate Finance, Financial Analysis, Executive Management, Valuation, IPO, Business Development, Leadership, Management, Mergers & Acquisitions, Strategy, Digital Media, Restructuring, International Business, Capital Markets, Emerging Markets, Financial Services, Strategic Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Michigan State University - The Eli Broad Graduate School of Management 1997 — 1999
BA, General Business
University of Mississippi 1993 — 1996
General Business
MAC / MFS 2013 - Present
Pepcap Ventures, Inc. November 2012 - May 2015
GT Relentless LLC May 2014 - November 2014
CelebCalls.com September 2008 - June 2014
Blackline GPS 2008 - 2010
Picasso, Inc. June 2006 - 2008
Sutra Lounge 2004 - 2008
Kantina 2004 - 2008
Wachovia Securities March 2002 - 2008
UBS May 2001 - March 2002
Skills
Private Equity, Venture Capital, Mergers, Entrepreneurship, Investments, Equities, Finance, Start-ups, Corporate Development, Business Strategy, Corporate Finance, Financial Analysis, Executive Management, Valuation, IPO, Business Development, Leadership, Management, Mergers & Acquisitions, Strategy, Digital Media, Restructuring, International Business, Capital Markets, Emerging Markets, Financial Services, Strategic Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Michigan State University - The Eli Broad Graduate School of Management 1997 — 1999
BA, General Business
University of Mississippi 1993 — 1996
General Business
Tony Bellomo Tony Bellomo's UBS Experience July 2008 - Present
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS July 2008 - Present
Merrill Lynch June 2001 - July 2008
Merrill Lynch June 1999 - May 2001
Education
Monmouth University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
UBS July 2008 - Present
Merrill Lynch June 2001 - July 2008
Merrill Lynch June 1999 - May 2001
Education
Monmouth University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Scott Bryan Hill's UBS Experience June 1992 - January 1994
Job President at Latrobe Financial Management, Member www.finra.org and www.sipc.org
Industry Financial Services
Experience
Latrobe Financial Management May 2003 - Present
Education at Work September 2013 - Present
Merrill Lynch 1995 - 2003
UBS June 1992 - January 1994
Skills
Finance, Leadership, Financial Analysis, Economics, Microeconomics, Management, Financial Reporting, Banking, Training, Financial Accounting, Time Management, Higher Education, Econometrics, Adult Education, Macroeconomics, Equities, Staff Development, Interest Rate Risk..., Investments, Coaching, Fixed Income, Career Counseling, Equity Derivatives, Credit Derivatives, Career Development, Securities Regulation, Securitization, Customer Service, Teaching, Alternative Investments, Analysis, Monetization, Data Analysis, Conflict Resolution, Leadership Development, Accounting, Employee Training, E-Learning, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Team Building, PowerPoint, Strategic Planning, Wealth Management, Team Leadership, Teamwork, Securities
Education
Xavier University 1999 — 2004
Master in Business Administration
University of Colorado at Colorado Springs 2009 — 2010
Graduate Economic Hours, Economics
Middlebury College 1988 — 1992
Political Science, Computer Science Concentration
American College 1999 — 2004
CFP, Financial Planning
The School of Advanced Financial Management 1996 — 1997
CFM, Financial Planning
Latrobe Financial Management May 2003 - Present
Education at Work September 2013 - Present
Merrill Lynch 1995 - 2003
UBS June 1992 - January 1994
Skills
Finance, Leadership, Financial Analysis, Economics, Microeconomics, Management, Financial Reporting, Banking, Training, Financial Accounting, Time Management, Higher Education, Econometrics, Adult Education, Macroeconomics, Equities, Staff Development, Interest Rate Risk..., Investments, Coaching, Fixed Income, Career Counseling, Equity Derivatives, Credit Derivatives, Career Development, Securities Regulation, Securitization, Customer Service, Teaching, Alternative Investments, Analysis, Monetization, Data Analysis, Conflict Resolution, Leadership Development, Accounting, Employee Training, E-Learning, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Team Building, PowerPoint, Strategic Planning, Wealth Management, Team Leadership, Teamwork, Securities
Education
Xavier University 1999 — 2004
Master in Business Administration
University of Colorado at Colorado Springs 2009 — 2010
Graduate Economic Hours, Economics
Middlebury College 1988 — 1992
Political Science, Computer Science Concentration
American College 1999 — 2004
CFP, Financial Planning
The School of Advanced Financial Management 1996 — 1997
CFM, Financial Planning
Belinda Lim Belinda Lim's UBS Experience February 2008 - December 2009
Job Financial Control
Industry Investment Banking
Experience
Lloyds Banking Group August 2012 - April 2014
Barclays Capital January 2010 - August 2012
UBS February 2008 - December 2009
Barclays Investment Bank July 2007 - December 2008
Citi December 2006 - July 2007
Education
BPP 2011 — 2013
CIMA
Monash University 2002 — 2004
Master of Business Systems
Monash University 1999 — 2002
Graduate Diploma of Language, Chinese
Monash University 1998 — 2001
Bachelor of Science (B.Sc.), Pharmacology; Immunology
Lloyds Banking Group August 2012 - April 2014
Barclays Capital January 2010 - August 2012
UBS February 2008 - December 2009
Barclays Investment Bank July 2007 - December 2008
Citi December 2006 - July 2007
Education
BPP 2011 — 2013
CIMA
Monash University 2002 — 2004
Master of Business Systems
Monash University 1999 — 2002
Graduate Diploma of Language, Chinese
Monash University 1998 — 2001
Bachelor of Science (B.Sc.), Pharmacology; Immunology
Brandon Larson, CFP® Brandon Larson, CFP®'s UBS Experience February 2011 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS February 2011 - Present
RBC Wealth Management September 1998 - February 2011
Boys Town June 1996 - August 1998
Skills
Mutual Funds, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Financial Services, Investments, Portfolio Management, Retirement Planning, Series 24, Series 63, Series 65, Series 7
Education
University of Nevada-Las Vegas 1994 — 1996
Master of Arts, Clinical Psychology
Minnesota State University, Moorhead 1990 — 1994
Bachlor of Arts, Psychology
UBS February 2011 - Present
RBC Wealth Management September 1998 - February 2011
Boys Town June 1996 - August 1998
Skills
Mutual Funds, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Financial Services, Investments, Portfolio Management, Retirement Planning, Series 24, Series 63, Series 65, Series 7
Education
University of Nevada-Las Vegas 1994 — 1996
Master of Arts, Clinical Psychology
Minnesota State University, Moorhead 1990 — 1994
Bachlor of Arts, Psychology
Brian Ash Brian Ash's UBS Experience October 2013 - June 2015
Job Director, Talent Management at Fragomen Worldwide
Industry Human Resources
Experience
Fragomen Worldwide June 2015 - Present
UBS October 2013 - June 2015
BeamPines, Inc. July 2004 - September 2013
Legal-World Interpreting February 2002 - December 2003
Street & Smith's Sports Group June 1998 - August 2001
Skills
MBTI, FIRO-B, NBI, CISS, OPQ32, LSQ, OPQ, Leadership Development, Talent Management, Performance Management, Executive Coaching, Training & Developing..., Assessment &..., Workshop Design &..., Competency Modeling, Succession Planning, Developing Actionable..., Enhancing Individual..., Workshop Facilitation, Coaching, Organizational..., Management, Leadership, Training, Employee Engagement, Organizational..., Executive Development, 360 Feedback, Emotional Intelligence, Culture Change, Career Development, Management Development, Career Management, Staff Development, Career Counseling, Organizational Design
Education
Middlesex University 2008 — 2010
MA, Professional Development (Executive Coaching)
SHRM 2013 — 2013
Human Resources
University of Connecticut 1993 — 1997
BA, Journalism and Political Science (Int'l Relations)
Fragomen Worldwide June 2015 - Present
UBS October 2013 - June 2015
BeamPines, Inc. July 2004 - September 2013
Legal-World Interpreting February 2002 - December 2003
Street & Smith's Sports Group June 1998 - August 2001
Skills
MBTI, FIRO-B, NBI, CISS, OPQ32, LSQ, OPQ, Leadership Development, Talent Management, Performance Management, Executive Coaching, Training & Developing..., Assessment &..., Workshop Design &..., Competency Modeling, Succession Planning, Developing Actionable..., Enhancing Individual..., Workshop Facilitation, Coaching, Organizational..., Management, Leadership, Training, Employee Engagement, Organizational..., Executive Development, 360 Feedback, Emotional Intelligence, Culture Change, Career Development, Management Development, Career Management, Staff Development, Career Counseling, Organizational Design
Education
Middlesex University 2008 — 2010
MA, Professional Development (Executive Coaching)
SHRM 2013 — 2013
Human Resources
University of Connecticut 1993 — 1997
BA, Journalism and Political Science (Int'l Relations)
Helen Vollmer Helen Vollmer's UBS Experience December 2012 - Present
Job Senior Vice President at UBS
Industry Investment Management
Experience
UBS December 2012 - Present
Morgan Stanley Wealth Management August 2007 - November 2012
Credit Suisse November 2000 - August 2007
Donaldson, Lufkin & Jenrette October 1998 - November 2000
Furman Selz, LLC April 1996 - October 1998
Citibank June 1989 - April 1996
Wells Fargo Bank 1986 - 1989
Crocker Bank 1974 - 1986
Education
Mills College 1971 — 1974
Bachelor of Arts
UBS December 2012 - Present
Morgan Stanley Wealth Management August 2007 - November 2012
Credit Suisse November 2000 - August 2007
Donaldson, Lufkin & Jenrette October 1998 - November 2000
Furman Selz, LLC April 1996 - October 1998
Citibank June 1989 - April 1996
Wells Fargo Bank 1986 - 1989
Crocker Bank 1974 - 1986
Education
Mills College 1971 — 1974
Bachelor of Arts
Rebecca Lasley McLoughlin's UBS Experience August 2009 - September 2010
Job Strategic Channel Marketing Manager at Prudential Financial
Industry Marketing and Advertising
Experience
Prudential Financial October 2014 - Present
Toys R Us September 2012 - October 2014
Royal Bank of Scotland September 2010 - February 2012
UBS August 2009 - September 2010
Merrill Lynch February 2007 - January 2009
Merrill Lynch December 2006 - January 2009
Merrill Lynch May 2004 - February 2007
Skills
Event Marketing, Content Creation, Marketing Management, Advertising, Integrated Marketing, Digital Marketing, Digital Strategy, Social Media Marketing, Event Planning, Event Management, Marketing Strategy, Content Strategy, Social Media, Brand Management, Marketing, Strategy, Online Marketing, Management, Leadership, Strategic Communications, Press Releases, Public Relations, Newsletters, Marketing Communications, Email Marketing, Online Advertising, Direct Marketing
Education
New York University 2005 — 2009
MS, Integrated Marketing
Monmouth University 2000 — 2003
BA, Communication Studies
Prudential Financial October 2014 - Present
Toys R Us September 2012 - October 2014
Royal Bank of Scotland September 2010 - February 2012
UBS August 2009 - September 2010
Merrill Lynch February 2007 - January 2009
Merrill Lynch December 2006 - January 2009
Merrill Lynch May 2004 - February 2007
Skills
Event Marketing, Content Creation, Marketing Management, Advertising, Integrated Marketing, Digital Marketing, Digital Strategy, Social Media Marketing, Event Planning, Event Management, Marketing Strategy, Content Strategy, Social Media, Brand Management, Marketing, Strategy, Online Marketing, Management, Leadership, Strategic Communications, Press Releases, Public Relations, Newsletters, Marketing Communications, Email Marketing, Online Advertising, Direct Marketing
Education
New York University 2005 — 2009
MS, Integrated Marketing
Monmouth University 2000 — 2003
BA, Communication Studies
Joseph Platia Joseph Platia's UBS Experience February 2013 - August 2013
Job B.S. Business Management / B.A. Philosophy
Industry Marketing and Advertising
Experience
NYC & Company February 2015 - Present
Molloy College August 2013 - July 2015
Molloy College April 2013 - July 2015
UBS February 2013 - August 2013
Skills
Public Speaking, Leadership, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Research, Social Media, Outlook, Customer Service, Social Networking, Sales, WordPress, Facebook, Client Relations, Task Delegation, Training, Microsoft Publisher, InDesign, Linkedin Marketing, Instagram, Twitter, Weebly, Marketing
Education
Molloy College 2011 — 2015
Bachelor of Science (B.S.) / Bachelor of Arts (B.A.), Business Management / Philosophy, Graudated Magna Cum Laude
Universidad de León 2014 — 2014
Immersion and Education, Certificate of Completion, Spanish Language and Literature
NYC & Company February 2015 - Present
Molloy College August 2013 - July 2015
Molloy College April 2013 - July 2015
UBS February 2013 - August 2013
Skills
Public Speaking, Leadership, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Research, Social Media, Outlook, Customer Service, Social Networking, Sales, WordPress, Facebook, Client Relations, Task Delegation, Training, Microsoft Publisher, InDesign, Linkedin Marketing, Instagram, Twitter, Weebly, Marketing
Education
Molloy College 2011 — 2015
Bachelor of Science (B.S.) / Bachelor of Arts (B.A.), Business Management / Philosophy, Graudated Magna Cum Laude
Universidad de León 2014 — 2014
Immersion and Education, Certificate of Completion, Spanish Language and Literature
Kristen Ellsworth Kristen Ellsworth's UBS Experience 2015 - Present
Job Senior Client Associate at UBS
Industry Financial Services
Experience
UBS 2015 - Present
JPMorgan Chase & Co. 2014 - 2015
JPMorgan Chase & Co. 2012 - 2014
KAE, LLC 2005 - 2012
Education
Middle Tennessee State University 2000 — 2004
Bachelor's degree
UBS 2015 - Present
JPMorgan Chase & Co. 2014 - 2015
JPMorgan Chase & Co. 2012 - 2014
KAE, LLC 2005 - 2012
Education
Middle Tennessee State University 2000 — 2004
Bachelor's degree
Brantley Pierce Brantley Pierce's UBS Experience June 2014 - August 2015
Job CSA Operations Analyst at UBS
Industry Banking
Experience
UBS June 2014 - August 2015
Education
University of North Florida 2015 — 2017
Master of Business Administration (M.B.A.), Accounting and Finance
Middle Tennessee State University 2009 — 2013
UBS June 2014 - August 2015
Education
University of North Florida 2015 — 2017
Master of Business Administration (M.B.A.), Accounting and Finance
Middle Tennessee State University 2009 — 2013
Jesse L. Webb's UBS Experience November 2001 - October 2007
Job .
Industry Financial Services
Experience
Financial Services January 2012 - Present
Merrill Lynch October 2007 - January 2012
UBS November 2001 - October 2007
Morgan Stanley 1992 - 2001
Deloitte & Touche 1989 - 1992
Skills
Investment Management, High Net Worth..., Wealth, Series 7, Retirement Planning, Financial Planners, Wealth Management, Mutual Funds, Estate Planning, Finance, Asset Management, 401k, Alternative Investments, Securities, Investment Advisory, Financial Advisory, Investments, Asset Allocation, Insurance, Financial Analysis, Equities, Series 63, Strategic Financial..., Life Insurance, Fixed Annuities, Fixed Income, Portfolio Management, Series 65, Financial Services, IRAs, Uniform Combined State..., ETFs, Bonds, Loans, Valuation, Financial Modeling, CPA, Retirement, Long-term Care, Disability Insurance, Trading, Credit, Risk Management, Hedge Funds, Due Diligence, Options, Separately Managed..., Mortgage Lending, Banking, FINRA
Education
Mississippi State University 1985 — 1989
BS, Accounting
St. Stanislaus Catholic High School 1982 — 1985
Financial Services January 2012 - Present
Merrill Lynch October 2007 - January 2012
UBS November 2001 - October 2007
Morgan Stanley 1992 - 2001
Deloitte & Touche 1989 - 1992
Skills
Investment Management, High Net Worth..., Wealth, Series 7, Retirement Planning, Financial Planners, Wealth Management, Mutual Funds, Estate Planning, Finance, Asset Management, 401k, Alternative Investments, Securities, Investment Advisory, Financial Advisory, Investments, Asset Allocation, Insurance, Financial Analysis, Equities, Series 63, Strategic Financial..., Life Insurance, Fixed Annuities, Fixed Income, Portfolio Management, Series 65, Financial Services, IRAs, Uniform Combined State..., ETFs, Bonds, Loans, Valuation, Financial Modeling, CPA, Retirement, Long-term Care, Disability Insurance, Trading, Credit, Risk Management, Hedge Funds, Due Diligence, Options, Separately Managed..., Mortgage Lending, Banking, FINRA
Education
Mississippi State University 1985 — 1989
BS, Accounting
St. Stanislaus Catholic High School 1982 — 1985
Marc S. Tanner Marc S. Tanner's UBS Experience March 1995 - January 2000
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
AIG April 2012 - March 2015
DailyDealMania.com January 2011 - June 2013
Adanelle Fine Gifts & Interiors January 2002 - July 2010
Prudential Financial January 2000 - January 2002
UBS March 1995 - January 2000
J.B. Hanauer & Co. July 1988 - March 1995
Skills
Licensed Life Insurance..., Licensed in Long Term..., 401k Rollovers, Estate Planning, Employee Benefits, Buy-sell Agreements, Charitable Giving, Annuity Sales, Protection...
Education
Monmouth University 1982 — 1982
Jonathan Dayton Regional High School 1978 — 1982
New York Life Insurance Company March 2015 - Present
AIG April 2012 - March 2015
DailyDealMania.com January 2011 - June 2013
Adanelle Fine Gifts & Interiors January 2002 - July 2010
Prudential Financial January 2000 - January 2002
UBS March 1995 - January 2000
J.B. Hanauer & Co. July 1988 - March 1995
Skills
Licensed Life Insurance..., Licensed in Long Term..., 401k Rollovers, Estate Planning, Employee Benefits, Buy-sell Agreements, Charitable Giving, Annuity Sales, Protection...
Education
Monmouth University 1982 — 1982
Jonathan Dayton Regional High School 1978 — 1982
Richard Hanzl Richard Hanzl's UBS Experience August 2014 - Present
Job Director Change Architect
Industry Management Consulting
Experience
UBS August 2014 - Present
Societe Generale September 2010 - October 2013
Société Générale April 2008 - September 2010
HSBC Bank USA October 2005 - January 2008
Flagstar Bank May 2004 - October 2006
Ford Motor Company May 1999 - May 2004
Skills
Six Sigma, Change Management, Vendor Management, Lean Manufacturing, Quality Assurance, DMAIC, Black Belt, Strategy, SDLC, Management, DFSS, Integration, Kaizen, Performance Improvement, Lean Management, Business Process Design, Continuous Improvement, Business Change..., Value Stream Mapping, Kaizen Facilitation, Lean Initiatives, PDCA, QFD, Hypothesis Testing, Statistical Inference, Business Process..., Operational Efficiency, Operational Streamlining, Statistics, Workout, Design of Experiments, Simulations, Process Simulation, Process Control, Project Management, Operational Excellence, Operations Management, Business Transformation, Risk Management, Relationship Management, Development & delivery..., Knowledge Transfer, Resource Optimization, Leadership Development, Cross-functional Team..., Organizational..., Leading Organizational..., Stakeholder Management, Process Excellence, Team Management
Education
Walsh College of Business Management 2000 — 2002
MS, Information Technology
Michigan State University - The Eli Broad College of Business 1995 — 1999
BA, Accounting & MSC
UBS August 2014 - Present
Societe Generale September 2010 - October 2013
Société Générale April 2008 - September 2010
HSBC Bank USA October 2005 - January 2008
Flagstar Bank May 2004 - October 2006
Ford Motor Company May 1999 - May 2004
Skills
Six Sigma, Change Management, Vendor Management, Lean Manufacturing, Quality Assurance, DMAIC, Black Belt, Strategy, SDLC, Management, DFSS, Integration, Kaizen, Performance Improvement, Lean Management, Business Process Design, Continuous Improvement, Business Change..., Value Stream Mapping, Kaizen Facilitation, Lean Initiatives, PDCA, QFD, Hypothesis Testing, Statistical Inference, Business Process..., Operational Efficiency, Operational Streamlining, Statistics, Workout, Design of Experiments, Simulations, Process Simulation, Process Control, Project Management, Operational Excellence, Operations Management, Business Transformation, Risk Management, Relationship Management, Development & delivery..., Knowledge Transfer, Resource Optimization, Leadership Development, Cross-functional Team..., Organizational..., Leading Organizational..., Stakeholder Management, Process Excellence, Team Management
Education
Walsh College of Business Management 2000 — 2002
MS, Information Technology
Michigan State University - The Eli Broad College of Business 1995 — 1999
BA, Accounting & MSC
Michelle Lynn Michelle Lynn's UBS Experience May 2000 - June 2001
Job Advisor Relationship Manager
Industry Capital Markets
Experience
Kornitzer Capital Management August 2013 - Present
WELLS FARGO SECURITIES/WELLS FARGO ADVISORS/WACHOVIA/A.G. EDWARDS May 2005 - December 2012
Merrill Lynch May 2004 - May 2005
Wells Fargo Investments June 2001 - October 2003
UBS May 2000 - June 2001
GEORGE K. BAUM & CO February 1999 - May 2000
GEORGE K. BAUM & CO August 1998 - February 1999
Skills
Sales, Equities, Series 7, Trading, CRM, Marketing, Management, Investments, Mutual Funds, Portfolio Management, Client Services, Customer Service, Asset Allocation, Securities, Leadership, Fixed Income, Accounting, Financial Analysis, Series 63, Bonds, Valuation, Asset Management, Financial Advisory, Customer Satisfaction, New Business Development, Research, Equity Research
Education
Missouri State University
Bachelor of Arts, Communication
Kornitzer Capital Management August 2013 - Present
WELLS FARGO SECURITIES/WELLS FARGO ADVISORS/WACHOVIA/A.G. EDWARDS May 2005 - December 2012
Merrill Lynch May 2004 - May 2005
Wells Fargo Investments June 2001 - October 2003
UBS May 2000 - June 2001
GEORGE K. BAUM & CO February 1999 - May 2000
GEORGE K. BAUM & CO August 1998 - February 1999
Skills
Sales, Equities, Series 7, Trading, CRM, Marketing, Management, Investments, Mutual Funds, Portfolio Management, Client Services, Customer Service, Asset Allocation, Securities, Leadership, Fixed Income, Accounting, Financial Analysis, Series 63, Bonds, Valuation, Asset Management, Financial Advisory, Customer Satisfaction, New Business Development, Research, Equity Research
Education
Missouri State University
Bachelor of Arts, Communication
Dylan Bruner Dylan Bruner's UBS Experience February 2015 - August 2015
Job Law Clerk at Long and Burnett, PLLC
Industry Financial Services
Experience
Long and Burnett, PLLC August 2015 - Present
UBS February 2015 - August 2015
Tennessee Democratic Party October 2014 - November 2014
Terry Adams for U.S. Senate February 2014 - August 2014
Thomas and Thorngren December 2013 - February 2014
Fletcher Rowley, Inc. May 2013 - August 2013
Kennedy Law Firm April 2013 - May 2013
Skills
Politics, Public Policy, Public Law, Government, Political Campaigns, Media Relations, Advertising, Research, Marketing Communications, Microsoft Office, Press Releases, Fundraising, Event Planning, Grassroots, Finance
Education
Belmont University 2010 — 2013
Bachelor of Arts (BA), Political Science and Government
Millsaps College 2009 — 2010
Long and Burnett, PLLC August 2015 - Present
UBS February 2015 - August 2015
Tennessee Democratic Party October 2014 - November 2014
Terry Adams for U.S. Senate February 2014 - August 2014
Thomas and Thorngren December 2013 - February 2014
Fletcher Rowley, Inc. May 2013 - August 2013
Kennedy Law Firm April 2013 - May 2013
Skills
Politics, Public Policy, Public Law, Government, Political Campaigns, Media Relations, Advertising, Research, Marketing Communications, Microsoft Office, Press Releases, Fundraising, Event Planning, Grassroots, Finance
Education
Belmont University 2010 — 2013
Bachelor of Arts (BA), Political Science and Government
Millsaps College 2009 — 2010
Paul Fulcher's UBS Experience January 2007 - May 2007
Job Manager Oil & Product Markets at ICE
Industry Financial Services
Experience
IntercontinentalExchange, Inc. August 2011 - Present
Bloomberg August 2007 - July 2011
UBS January 2007 - May 2007
Morgan Stanley Smith Barney August 2006 - May 2007
United States Senate July 2006 - August 2006
Skills
Technical Analysis, Derivatives, Bloomberg, CQG, Crude Oil, Foreign exchange, Bloomberg Terminal, Financial Modeling, Financial Analysis
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2011
Master of Business Administration (MBA), International Finance
Middle Tennessee State University 2003 — 2007
Bachelor of Science (B.S.), Finance, Economics, Political Science
IntercontinentalExchange, Inc. August 2011 - Present
Bloomberg August 2007 - July 2011
UBS January 2007 - May 2007
Morgan Stanley Smith Barney August 2006 - May 2007
United States Senate July 2006 - August 2006
Skills
Technical Analysis, Derivatives, Bloomberg, CQG, Crude Oil, Foreign exchange, Bloomberg Terminal, Financial Modeling, Financial Analysis
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2011
Master of Business Administration (MBA), International Finance
Middle Tennessee State University 2003 — 2007
Bachelor of Science (B.S.), Finance, Economics, Political Science
Tanya Rosa's UBS Experience September 2012 - May 2015
Job Full time MBA student
Industry Financial Services
Experience
Molloy College October 2015 - Present
Confidential June 2015 - Present
UBS September 2012 - May 2015
Max And Ginos December 2010 - April 2012
Skills
PowerPoint, Microsoft Word, Sales, Microsoft Office, Banking, Social Media, Outlook, Marketing, Customer Service, Microsoft Excel, Social Networking, Time Management, Leadership
Education
Molloy College 2015 — 2016
Master of Business Administration (MBA), Finance, General
Molloy College 2011 — 2015
Bachelor of Science (B.S.), Accounting
Molloy College October 2015 - Present
Confidential June 2015 - Present
UBS September 2012 - May 2015
Max And Ginos December 2010 - April 2012
Skills
PowerPoint, Microsoft Word, Sales, Microsoft Office, Banking, Social Media, Outlook, Marketing, Customer Service, Microsoft Excel, Social Networking, Time Management, Leadership
Education
Molloy College 2015 — 2016
Master of Business Administration (MBA), Finance, General
Molloy College 2011 — 2015
Bachelor of Science (B.S.), Accounting
Daniel Room Daniel Room's UBS Experience April 2012 - May 2015
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi May 2015 - Present
UBS April 2012 - May 2015
Morgan Stanley Smith Barney January 2012 - April 2012
Northwestern Mutual May 2011 - August 2011
Thomson Reuters June 2010 - August 2010
Skills
Time Management, Microsoft Office, Equities, Marketing, Finance, Sales, Risk Management, Customer Service, Leadership, Compliance, Mutual Funds, Wealth Management, Equity Trading
Education
Monmouth University 2008 — 2012
BA, Finance and Marketing
Citi May 2015 - Present
UBS April 2012 - May 2015
Morgan Stanley Smith Barney January 2012 - April 2012
Northwestern Mutual May 2011 - August 2011
Thomson Reuters June 2010 - August 2010
Skills
Time Management, Microsoft Office, Equities, Marketing, Finance, Sales, Risk Management, Customer Service, Leadership, Compliance, Mutual Funds, Wealth Management, Equity Trading
Education
Monmouth University 2008 — 2012
BA, Finance and Marketing
Brian Costa Brian Costa's UBS Experience November 2005 - June 2010
Job Vice President at BofA Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
UBS Investment Bank April 2013 - March 2015
UBS Investment Bank June 2010 - May 2012
UBS November 2005 - June 2010
Skills
Derivatives, Investment Banking, Loans, Trading, Fixed Income, Bankruptcy, Distressed Debt, Private Placements
Education
NYU Stern School of Business 2009 — 2012
M.B.A., Finance, Management
Middlebury College 2001 — 2005
B.A., Political Science
Fairfield Prep 1998 — 2001
Queen Mary, U. of London
Bank of America Merrill Lynch March 2015 - Present
UBS Investment Bank April 2013 - March 2015
UBS Investment Bank June 2010 - May 2012
UBS November 2005 - June 2010
Skills
Derivatives, Investment Banking, Loans, Trading, Fixed Income, Bankruptcy, Distressed Debt, Private Placements
Education
NYU Stern School of Business 2009 — 2012
M.B.A., Finance, Management
Middlebury College 2001 — 2005
B.A., Political Science
Fairfield Prep 1998 — 2001
Queen Mary, U. of London
Amber Chalmers's UBS Experience August 2011 - April 2013
Job at
Industry Higher Education
Experience
LKQ Corporation August 2014 - Present
Aramark November 2013 - August 2014
Professional Account Services, Inc March 2013 - October 2013
UBS August 2011 - April 2013
Skills
Research, PowerPoint, Microsoft Office, Community Outreach, Microsoft Excel, Public Speaking, Social Networking, Microsoft Word, Time Management, Leadership Development, Teamwork, Analysis, Financial Analysis, Inventory Management, Healthcare, Account Reconciliation, Data Entry, Team Building, Outlook, Financial Reporting, Training, Accounting, Process Improvement, Organizational...
Education
Middle Tennessee State University 2008 — 2011
B.S. Business Administration, Accounting
University of Tennessee-Knoxville 2006 — 2008
LKQ Corporation August 2014 - Present
Aramark November 2013 - August 2014
Professional Account Services, Inc March 2013 - October 2013
UBS August 2011 - April 2013
Skills
Research, PowerPoint, Microsoft Office, Community Outreach, Microsoft Excel, Public Speaking, Social Networking, Microsoft Word, Time Management, Leadership Development, Teamwork, Analysis, Financial Analysis, Inventory Management, Healthcare, Account Reconciliation, Data Entry, Team Building, Outlook, Financial Reporting, Training, Accounting, Process Improvement, Organizational...
Education
Middle Tennessee State University 2008 — 2011
B.S. Business Administration, Accounting
University of Tennessee-Knoxville 2006 — 2008
Martin DesLauriers Martin DesLauriers's UBS Experience May 2014 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
UBS December 2012 - May 2014
Principal Financial Group October 2011 - December 2012
Principal Financial Group June 2010 - October 2011
Education
Minnesota State University 2005 — 2009
Bachelor of Science, Finance - Financial Planning; Economics
Minnesota State University, Mankato 2005 — 2009
BS, Finance, Economics
UBS May 2014 - Present
UBS December 2012 - May 2014
Principal Financial Group October 2011 - December 2012
Principal Financial Group June 2010 - October 2011
Education
Minnesota State University 2005 — 2009
Bachelor of Science, Finance - Financial Planning; Economics
Minnesota State University, Mankato 2005 — 2009
BS, Finance, Economics
Samuel Boateng, CSM's UBS Experience February 2015 - July 2015
Job Sr. QA/BA Systems Analyst at Nissan Motor Corporation | Entrepreneur | Technology & Life Enthusiast
Industry Automotive
Experience
Nissan Motor Corporation September 2015 - Present
GENCO July 2015 - September 2015
UBS February 2015 - July 2015
Blue Cross Blue Shield of Tennessee/Onlife Health August 2013 - January 2015
FORT SILL NATIONAL BANK February 2010 - August 2013
Hot Topic July 2009 - February 2010
Orange Business UK January 2008 - March 2009
BT July 2006 - December 2007
Open Systems Intelligence January 2005 - June 2006
Skills
User Acceptance Testing, Testing, Business Analysis, Agile Methodologies, Quality Assurance, SDLC, Databases, Test Planning, Quality Center, Microsoft Office, Financial Analysis, Process Improvement, Data Analysis, Test Cases, SQL, Test Automation, Project Management, Scrum, Disaster Recovery Test..., Business Intelligence, Agile Developer, Tableau, ITIL, Requirements Analysis, ERP, IT Strategy, IT Management, Project Planning, Budgets, Change Management, Cross-functional Team..., Project Delivery, Software Documentation, Program Management, Product Development, SAP, CRM, Enterprise Architecture, Software System Analysis, Consulting, PMO
Education
Middle Tennessee State University
Computer Information System
Cambridge International College, England
DIPLOMA
Institute of Commercial Management, England
FINANCIAL MANAGEMENT
Independent Course Study
Nissan Motor Corporation September 2015 - Present
GENCO July 2015 - September 2015
UBS February 2015 - July 2015
Blue Cross Blue Shield of Tennessee/Onlife Health August 2013 - January 2015
FORT SILL NATIONAL BANK February 2010 - August 2013
Hot Topic July 2009 - February 2010
Orange Business UK January 2008 - March 2009
BT July 2006 - December 2007
Open Systems Intelligence January 2005 - June 2006
Skills
User Acceptance Testing, Testing, Business Analysis, Agile Methodologies, Quality Assurance, SDLC, Databases, Test Planning, Quality Center, Microsoft Office, Financial Analysis, Process Improvement, Data Analysis, Test Cases, SQL, Test Automation, Project Management, Scrum, Disaster Recovery Test..., Business Intelligence, Agile Developer, Tableau, ITIL, Requirements Analysis, ERP, IT Strategy, IT Management, Project Planning, Budgets, Change Management, Cross-functional Team..., Project Delivery, Software Documentation, Program Management, Product Development, SAP, CRM, Enterprise Architecture, Software System Analysis, Consulting, PMO
Education
Middle Tennessee State University
Computer Information System
Cambridge International College, England
DIPLOMA
Institute of Commercial Management, England
FINANCIAL MANAGEMENT
Independent Course Study
James McColm, MBA, AIRC, ALMI, ACS James McColm, MBA, AIRC, ALMI, ACS's UBS Experience August 2015 - Present
Job Market Conduct Surveillance Officer at UBS
Industry Investment Banking
Experience
UBS August 2015 - Present
AIG July 2013 - July 2015
Advanced Computer Recycling June 2009 - July 2013
Advanced Computer Recycling March 2007 - June 2009
United States Air Force August 2002 - August 2006
Skills
Military Experience, Military, Enforcement, Computer Hardware, Military Operations, Operations Management, Government, Military Logistics, Inventory Management, Logistics, Software Documentation, Logistics Management, Security Clearance, Management, Continuous Improvement, Warehousing, Supervisory Skills, Operational Planning, Security, Customer Satisfaction, Project Management, Team Leadership, Troubleshooting, Budgets, Training, Human Resources, Leadership, Employee Relations, Onboarding, Team Building, Customer Service, Process Improvement, Analysis, SAP ERP, Hyperion, SAP HANA, Budget Monitoring, Key Account Management, Security Management, Sales Operations, Auditing, Internal Audit
Education
Middle Tennessee State University 2010 — 2011
M.B.A, Business, 3.67 GPA
Middle Tennessee State University
BS, Business Administration, 3.72 GPA
UBS August 2015 - Present
AIG July 2013 - July 2015
Advanced Computer Recycling June 2009 - July 2013
Advanced Computer Recycling March 2007 - June 2009
United States Air Force August 2002 - August 2006
Skills
Military Experience, Military, Enforcement, Computer Hardware, Military Operations, Operations Management, Government, Military Logistics, Inventory Management, Logistics, Software Documentation, Logistics Management, Security Clearance, Management, Continuous Improvement, Warehousing, Supervisory Skills, Operational Planning, Security, Customer Satisfaction, Project Management, Team Leadership, Troubleshooting, Budgets, Training, Human Resources, Leadership, Employee Relations, Onboarding, Team Building, Customer Service, Process Improvement, Analysis, SAP ERP, Hyperion, SAP HANA, Budget Monitoring, Key Account Management, Security Management, Sales Operations, Auditing, Internal Audit
Education
Middle Tennessee State University 2010 — 2011
M.B.A, Business, 3.67 GPA
Middle Tennessee State University
BS, Business Administration, 3.72 GPA
Rebecca Sisk's UBS Experience December 2003 - September 2007
Job AVP Field Training Manager, The Training Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2007 - Present
UBS December 2003 - September 2007
Skills
Training, Troubleshooting, Management, Project Management, Public Speaking, Technology, Mobile Technology, Microsoft Office, Creative Problem Solving, Customer Service, Classroom, Consulting, Teamwork, Team Leadership, Team Building, Business Planning, Business Development, CRM, Presenter, Presentation Development, Technical Writing, Training Delivery, Curriculum Development, Leadership Development, Driving Growth, Microsoft Excel, Sales, Leadership, Marketing, Strategic Planning
Education
Middle Tennessee State University
Morgan Stanley September 2007 - Present
UBS December 2003 - September 2007
Skills
Training, Troubleshooting, Management, Project Management, Public Speaking, Technology, Mobile Technology, Microsoft Office, Creative Problem Solving, Customer Service, Classroom, Consulting, Teamwork, Team Leadership, Team Building, Business Planning, Business Development, CRM, Presenter, Presentation Development, Technical Writing, Training Delivery, Curriculum Development, Leadership Development, Driving Growth, Microsoft Excel, Sales, Leadership, Marketing, Strategic Planning
Education
Middle Tennessee State University
Susan Gerner Susan Gerner's UBS Experience July 2011 - Present
Job Executive Team Assistant of National Sales and WMAG West at UBS
Industry Financial Services
Experience
UBS July 2011 - Present
UBS Wealth Management March 2007 - July 2009
The Himmel Group November 2005 - February 2007
Calvin Klein Jeans June 2001 - May 2005
Gap Inc. August 1996 - June 2001
Skills
Outlook, Time Management
Education
Devry 1999 — 2001
AA, Business Information Systems
Middlesex County College 1992 — 1994
transfer, Liberal Arts
UBS July 2011 - Present
UBS Wealth Management March 2007 - July 2009
The Himmel Group November 2005 - February 2007
Calvin Klein Jeans June 2001 - May 2005
Gap Inc. August 1996 - June 2001
Skills
Outlook, Time Management
Education
Devry 1999 — 2001
AA, Business Information Systems
Middlesex County College 1992 — 1994
transfer, Liberal Arts
Tucker Donahoe Tucker Donahoe's UBS Experience July 2012 - September 2012
Job Investment Product Analyst, Global Asset Allocation
Industry Financial Services
Experience
Putnam Investments September 2013 - May 2015
Peaux Rouges September 2012 - April 2013
UBS July 2012 - September 2012
UBS July 2012 - September 2012
Middlebury College September 2008 - May 2012
Financial Engines June 2010 - August 2010
St. Sebastian's September 2002 - May 2008
Skills
Economics, Research, Data Analysis, Public Speaking, Series 7, Series 63, Series 65, Networking, Leadership, PowerPoint, Microsoft Excel, Microsoft Office
Education
Middlebury College 2008 — 2012
B.A., Economics
St. Sebastian's 2002 — 2008
Putnam Investments September 2013 - May 2015
Peaux Rouges September 2012 - April 2013
UBS July 2012 - September 2012
UBS July 2012 - September 2012
Middlebury College September 2008 - May 2012
Financial Engines June 2010 - August 2010
St. Sebastian's September 2002 - May 2008
Skills
Economics, Research, Data Analysis, Public Speaking, Series 7, Series 63, Series 65, Networking, Leadership, PowerPoint, Microsoft Excel, Microsoft Office
Education
Middlebury College 2008 — 2012
B.A., Economics
St. Sebastian's 2002 — 2008
Scott Brisson, M.B.A Scott Brisson, M.B.A's UBS Experience
Job Head of Service Delivery Operations Nashville at UBS
Industry Financial Services
Experience
UBS
Skills
Business Analysis, Financial Services, Risk Management, Microsoft Office, Equities, Financial Analysis, Microsoft Excel, Management
Education
Middle Tennessee State University 1998 — 1999
Master of Business Administration (M.B.A.)
UBS
Skills
Business Analysis, Financial Services, Risk Management, Microsoft Office, Equities, Financial Analysis, Microsoft Excel, Management
Education
Middle Tennessee State University 1998 — 1999
Master of Business Administration (M.B.A.)
Rodney Malone's UBS Experience October 2014 - Present
Job Regional Controller for North America Subsidiaries at UBS
Industry Accounting
Experience
UBS October 2014 - Present
Center for Pain of Montgomery November 2013 - July 2014
ProEquities (a subsidiary of Protective Life) July 2011 - November 2013
Jefferson Wells Contract Consulting August 2010 - June 2011
HospiScript Services, LLC April 2005 - July 2010
HospiScript Services, LLC April 2005 - July 2010
Jefferson Wells and Robert Half Consulting January 2004 - March 2005
Computer Research, Inc. 2001 - 2004
Investment software company March 1989 - December 2003
Regions Bank December 1984 - February 1989
Skills
Accounting, Account Management, Budgets, Auditing, Financial Reporting, Financial Analysis, Leadership, Payroll, General Ledger, Software Documentation, Internal Controls, Accounts Payable, Accounts Receivable, Access, Team Building
Education
Mississippi State University
Bachelor of Science Degree, Accounting
UBS October 2014 - Present
Center for Pain of Montgomery November 2013 - July 2014
ProEquities (a subsidiary of Protective Life) July 2011 - November 2013
Jefferson Wells Contract Consulting August 2010 - June 2011
HospiScript Services, LLC April 2005 - July 2010
HospiScript Services, LLC April 2005 - July 2010
Jefferson Wells and Robert Half Consulting January 2004 - March 2005
Computer Research, Inc. 2001 - 2004
Investment software company March 1989 - December 2003
Regions Bank December 1984 - February 1989
Skills
Accounting, Account Management, Budgets, Auditing, Financial Reporting, Financial Analysis, Leadership, Payroll, General Ledger, Software Documentation, Internal Controls, Accounts Payable, Accounts Receivable, Access, Team Building
Education
Mississippi State University
Bachelor of Science Degree, Accounting
Stephanie Sammons's UBS Experience July 2001 - August 2006
Job Teaching Entrepreneurs How to Build Influence in the Digital Age | #1 Best Selling Author | Speaker | Texas Gal
Industry Professional Training & Coaching
Experience
Wired Advisor Media with Stephanie Sammons January 2010 - Present
Merrill Lynch August 2006 - April 2009
UBS July 2001 - August 2006
Merrill Lynch May 1995 - July 2001
Skills
Social Media Marketing, Online Marketing, Blogging, Digital Marketing, Marketing Strategy, Content Marketing, Thought Leadership, LinkedIn, Entrepreneurship, Content Strategy, Digital Strategy, Public Speaking, Published Author, Online Advertising, LinkedIn Marketing, Online Lead Generation, SEO, Email Marketing, WordPress, LinkedIn Advertising, LinkedIn Training, Marketing, Social Media, Social Networking, Social Media Strategist, Analytics, Blog Marketing, Strategy, Blogging Software, Web Marketing, Inbound Marketing, Financial Advisor..., Social Media Advertising, Website Development, Inbound Lead Generation, Positioning, Content Development, Digital Media, Business Development, Social Marketing, B2B Marketing, SEM, Lead Generation, Landing Page..., Leadership, Web Analytics, Mobile Marketing, Google Analytics, Social Media Measurement, Podcasting
Education
Midwestern State University 1989 — 1992
BBA, Economics
University of Oklahoma 1988 — 1989
The University of Dallas
Graduate Studies, Business
Plano Senior High School 1986 — 1988
Wired Advisor Media with Stephanie Sammons January 2010 - Present
Merrill Lynch August 2006 - April 2009
UBS July 2001 - August 2006
Merrill Lynch May 1995 - July 2001
Skills
Social Media Marketing, Online Marketing, Blogging, Digital Marketing, Marketing Strategy, Content Marketing, Thought Leadership, LinkedIn, Entrepreneurship, Content Strategy, Digital Strategy, Public Speaking, Published Author, Online Advertising, LinkedIn Marketing, Online Lead Generation, SEO, Email Marketing, WordPress, LinkedIn Advertising, LinkedIn Training, Marketing, Social Media, Social Networking, Social Media Strategist, Analytics, Blog Marketing, Strategy, Blogging Software, Web Marketing, Inbound Marketing, Financial Advisor..., Social Media Advertising, Website Development, Inbound Lead Generation, Positioning, Content Development, Digital Media, Business Development, Social Marketing, B2B Marketing, SEM, Lead Generation, Landing Page..., Leadership, Web Analytics, Mobile Marketing, Google Analytics, Social Media Measurement, Podcasting
Education
Midwestern State University 1989 — 1992
BBA, Economics
University of Oklahoma 1988 — 1989
The University of Dallas
Graduate Studies, Business
Plano Senior High School 1986 — 1988
Arie Korving Arie Korving's UBS Experience 2000 - 2010
Job Chairman at Korving & Company
Industry Financial Services
Experience
Korving & Company, LLC January 2010 - Present
Korving & Company January 2010 - Present
UBS 2000 - 2010
Skills
Investments, Strategic Financial..., Investment Management, Investment Strategies, Retirement, Retirement Planning, Estate Planning, Wealth Management, Portfolio Management, Finance, Asset Management, Strategic Planning, Mutual Funds, Asset Allocation, Financial Advisory, Investment Advisory, Financial Services, Alternative Investments, Small Business, Management, Equities, Securities, Risk Management, Financial Analysis
Education
Michigan Technological University 1961 — 1965
Bachelor of Science, Chemistry
Korving & Company, LLC January 2010 - Present
Korving & Company January 2010 - Present
UBS 2000 - 2010
Skills
Investments, Strategic Financial..., Investment Management, Investment Strategies, Retirement, Retirement Planning, Estate Planning, Wealth Management, Portfolio Management, Finance, Asset Management, Strategic Planning, Mutual Funds, Asset Allocation, Financial Advisory, Investment Advisory, Financial Services, Alternative Investments, Small Business, Management, Equities, Securities, Risk Management, Financial Analysis
Education
Michigan Technological University 1961 — 1965
Bachelor of Science, Chemistry
Nicholas Wood Nicholas Wood's UBS Experience August 2013 - August 2014
Job Securitized Products Analyst at Barclays
Industry Investment Banking
Experience
Barclays April 2015 - Present
UBS August 2013 - August 2014
Publishers Clearing House May 2012 - July 2013
Molloy College September 2012 - May 2013
Impressions ABA Ind. Inc. May 2012 - June 2012
Molloy College September 2011 - May 2012
UBS September 2011 - December 2011
Long Island Canopy June 2008 - August 2011
The Molloy Forum Newspaper, Molloy College August 2010 - June 2011
Skills
Research, PowerPoint, Teaching, Microsoft Excel, Microsoft Word, Financial Modeling, Microsoft Office, Leadership, Strategic Planning, Negotiation, Social Media, Financial Analysis, Public Speaking, Management, New Business Development, Digital Marketing, QuickBooks, Event Planning, Finance, Email Marketing, Customer Service, SPSS, Data Analysis, Analysis, Lead Generation, Editing, Marketing, Social Networking, Access, Nonprofits, Market Research, Event Management, Teamwork, Marketing Strategy, Recruiting, Team Leadership, Online Marketing, Blogging, Fundraising, Entrepreneurship, Online Advertising, Business Strategy, Analytics, Public Relations, Google Analytics, Social Media Marketing, Quantitative Analytics, Facebook, Project Management, Budgets
Education
St. Mary’s University, Twickenham 2013 — 2014
Post Graduate Certificate, International Business Practice
Molloy College 2011 — 2013
M.B.A., Finance, 4.0
Molloy College 2007 — 2011
B.A, Mathematics, 3.96
Barclays April 2015 - Present
UBS August 2013 - August 2014
Publishers Clearing House May 2012 - July 2013
Molloy College September 2012 - May 2013
Impressions ABA Ind. Inc. May 2012 - June 2012
Molloy College September 2011 - May 2012
UBS September 2011 - December 2011
Long Island Canopy June 2008 - August 2011
The Molloy Forum Newspaper, Molloy College August 2010 - June 2011
Skills
Research, PowerPoint, Teaching, Microsoft Excel, Microsoft Word, Financial Modeling, Microsoft Office, Leadership, Strategic Planning, Negotiation, Social Media, Financial Analysis, Public Speaking, Management, New Business Development, Digital Marketing, QuickBooks, Event Planning, Finance, Email Marketing, Customer Service, SPSS, Data Analysis, Analysis, Lead Generation, Editing, Marketing, Social Networking, Access, Nonprofits, Market Research, Event Management, Teamwork, Marketing Strategy, Recruiting, Team Leadership, Online Marketing, Blogging, Fundraising, Entrepreneurship, Online Advertising, Business Strategy, Analytics, Public Relations, Google Analytics, Social Media Marketing, Quantitative Analytics, Facebook, Project Management, Budgets
Education
St. Mary’s University, Twickenham 2013 — 2014
Post Graduate Certificate, International Business Practice
Molloy College 2011 — 2013
M.B.A., Finance, 4.0
Molloy College 2007 — 2011
B.A, Mathematics, 3.96
David Kloeckner David Kloeckner's UBS Experience September 2011 - Present
Job Financial Advisor, Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS September 2011 - Present
St. Timothy's 2000 - 2015
Morgan Stanley May 2005 - September 2011
Piper Jaffray June 2000 - May 2005
Valmont Industries May 1998 - June 2000
Skills
Series 7, Series 63, Band, Drums, Leadership, Retirement, Public Speaking, Team Building, Customer Service, Finance, Financial Planning
Education
Midland Lutheran College 1997 — 2000
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Millard North 1993 — 1996
UBS September 2011 - Present
St. Timothy's 2000 - 2015
Morgan Stanley May 2005 - September 2011
Piper Jaffray June 2000 - May 2005
Valmont Industries May 1998 - June 2000
Skills
Series 7, Series 63, Band, Drums, Leadership, Retirement, Public Speaking, Team Building, Customer Service, Finance, Financial Planning
Education
Midland Lutheran College 1997 — 2000
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Millard North 1993 — 1996
Brian Tunstall Brian Tunstall's UBS Experience April 2006 - August 2009
Job Operations Associate at AlphaParity Macro Hedge Fund
Industry Financial Services
Experience
AlphaParity, LLC April 2014 - Present
APB Financial Group, LLC June 2012 - March 2014
Morgan Stanley August 2009 - June 2012
UBS April 2006 - August 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Strategic Planning, Banking, Risk Management, Business Analysis, Microsoft Word, Project Management, PowerPoint, Investments, Business Strategy, Change Management, Financial Modeling, CDS, Credit Derivatives
Education
Molloy College 2002 — 2006
Bachelor's degree, Criminal Justice/Law Enforcement Administration
AlphaParity, LLC April 2014 - Present
APB Financial Group, LLC June 2012 - March 2014
Morgan Stanley August 2009 - June 2012
UBS April 2006 - August 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Strategic Planning, Banking, Risk Management, Business Analysis, Microsoft Word, Project Management, PowerPoint, Investments, Business Strategy, Change Management, Financial Modeling, CDS, Credit Derivatives
Education
Molloy College 2002 — 2006
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Kevin Roberson Kevin Roberson's UBS Experience November 2014 - Present
Job Infrastructure Solutions Design Specialist at UBS
Industry Banking
Experience
UBS November 2014 - Present
Buffaloe & Associates, PLC. January 1995 - November 2014
Skills
Microsoft Servers, Microsoft Exchange, Microsoft SQL Server, Microsoft Operating..., Microsoft Office..., Microsoft Office, VMware vSphere..., Symantec Endpoint..., Dell AppAssure Backup, Dell EqualLogic SAN, Dell PowerEdge Servers, Dell KACE KBOX K1000..., Dell KACE KBOX K2000..., Dell KACE KBOX K3000..., Sonicwall, WatchGuard Firebox, Avaya IP Office Phone..., Servers, Firewalls, Network Administration, Watchguard, Cloud Computing
Education
Middle Tennessee State University 1995 — 1998
Candidate for a Bachelor of Business Administration, Concentration in Computer Information Systems
UBS November 2014 - Present
Buffaloe & Associates, PLC. January 1995 - November 2014
Skills
Microsoft Servers, Microsoft Exchange, Microsoft SQL Server, Microsoft Operating..., Microsoft Office..., Microsoft Office, VMware vSphere..., Symantec Endpoint..., Dell AppAssure Backup, Dell EqualLogic SAN, Dell PowerEdge Servers, Dell KACE KBOX K1000..., Dell KACE KBOX K2000..., Dell KACE KBOX K3000..., Sonicwall, WatchGuard Firebox, Avaya IP Office Phone..., Servers, Firewalls, Network Administration, Watchguard, Cloud Computing
Education
Middle Tennessee State University 1995 — 1998
Candidate for a Bachelor of Business Administration, Concentration in Computer Information Systems
Christopher Radebaugh's UBS Experience February 2015 - Present
Job Counterparty Risk Analyst at UBS
Industry Financial Services
Experience
UBS February 2015 - Present
Avondale Partners August 2014 - December 2014
Transamerica March 2014 - August 2014
Southwestern Advantage April 2013 - August 2013
Soldeo, LLC May 2012 - September 2012
J. Alexander's Restaurants October 2008 - April 2012
Skills
Microsoft Word, Accounting, Time Management, Financial Analysis, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Leadership, Sales, Access, Finance, Marketing, Outlook, Teamwork
Education
Middle Tennessee State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.6 GPA
UBS February 2015 - Present
Avondale Partners August 2014 - December 2014
Transamerica March 2014 - August 2014
Southwestern Advantage April 2013 - August 2013
Soldeo, LLC May 2012 - September 2012
J. Alexander's Restaurants October 2008 - April 2012
Skills
Microsoft Word, Accounting, Time Management, Financial Analysis, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Leadership, Sales, Access, Finance, Marketing, Outlook, Teamwork
Education
Middle Tennessee State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.6 GPA
Keyur Bhatt Keyur Bhatt's UBS Experience January 2015 - Present
Job Business Analyst, Group COO Planning and Analytics
Industry Financial Services
Experience
UBS January 2015 - Present
UBS Investment Bank August 2013 - December 2014
UBS Investment Bank June 2012 - August 2012
Chemetall Oakite March 2011 - May 2012
Skills
Excel, Operations Research, Microsoft Office, Minitab, Business Process..., Systems Engineering, Supply Chain Management, Logistics, Financial Modeling, iGrafx, Monte Carlo Simulation, AutoCAD, Cost Accounting, Business Process..., Relational Databases, Sourcing & Procurement, Project Portfolio..., Demand Forecasting, Six Sigma, Statistical Modeling, Risk Analysis, System Architecture, Photoshop, Process Engineering, Microsoft Excel, Matlab, Integration, Business Analysis, Process Simulation, Project Management, PowerPoint, Management, Databases, Data Analysis
Education
Stevens Institute of Technology 2012 — 2013
M. Eng, Systems Engineering / Logistics & Supply Chain Management / Project Management
Stevens Institute of Technology 2009 — 2013
B.Eng, Engineering Management, Minor in Economics
Mithibai College 2004 — 2006
High School Diploma, Math & Science
Bhagubhai Mafatlal
UBS January 2015 - Present
UBS Investment Bank August 2013 - December 2014
UBS Investment Bank June 2012 - August 2012
Chemetall Oakite March 2011 - May 2012
Skills
Excel, Operations Research, Microsoft Office, Minitab, Business Process..., Systems Engineering, Supply Chain Management, Logistics, Financial Modeling, iGrafx, Monte Carlo Simulation, AutoCAD, Cost Accounting, Business Process..., Relational Databases, Sourcing & Procurement, Project Portfolio..., Demand Forecasting, Six Sigma, Statistical Modeling, Risk Analysis, System Architecture, Photoshop, Process Engineering, Microsoft Excel, Matlab, Integration, Business Analysis, Process Simulation, Project Management, PowerPoint, Management, Databases, Data Analysis
Education
Stevens Institute of Technology 2012 — 2013
M. Eng, Systems Engineering / Logistics & Supply Chain Management / Project Management
Stevens Institute of Technology 2009 — 2013
B.Eng, Engineering Management, Minor in Economics
Mithibai College 2004 — 2006
High School Diploma, Math & Science
Bhagubhai Mafatlal
Surekha Reddy Surekha Reddy's UBS Experience November 1999 - November 2009
Job Senior Implementation Manager at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2012 - Present
Citibank April 2010 - July 2012
UBS November 1999 - November 2009
LTCB February 1996 - October 1999
Graphnet Inc. February 1994 - December 1995
Skills
Incident Management, Program Management, Systems Management, Projects, Vendor Management, ITIL, SDLC, IT Strategy, Data Center, Disaster Recovery, IT Management, Business Continuity, IT Operations, Enterprise Architecture, Service Delivery, IT Service Management, Unix, System Administration, Security, Risk Management, Solaris, Virtualization, Change Management, Information Technology
Education
Monmouth University
Master of Science, Electronic Engineering
RBC Capital Markets July 2012 - Present
Citibank April 2010 - July 2012
UBS November 1999 - November 2009
LTCB February 1996 - October 1999
Graphnet Inc. February 1994 - December 1995
Skills
Incident Management, Program Management, Systems Management, Projects, Vendor Management, ITIL, SDLC, IT Strategy, Data Center, Disaster Recovery, IT Management, Business Continuity, IT Operations, Enterprise Architecture, Service Delivery, IT Service Management, Unix, System Administration, Security, Risk Management, Solaris, Virtualization, Change Management, Information Technology
Education
Monmouth University
Master of Science, Electronic Engineering
Claudia Popovits Claudia Popovits's UBS Experience June 2011 - August 2011
Job Associate AR Analyst at Broadridge Financial Solutions
Industry Retail
Experience
Broadridge Financial Solutions June 2013 - Present
Publishers Clearing House February 2013 - June 2013
Tween Brands August 2007 - June 2013
Cablevision June 2012 - August 2012
UBS June 2011 - August 2011
J&B Group August 2010 - August 2011
Skills
PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, Management, Real Estate, Sales, Leadership, Online Advertising, Retail, Analysis, Marketing, Social Media, Strategic Planning, Financial Analysis, Negotiation, New Business Development, Finance, Entrepreneurship, Financial Modeling, Social Media Marketing, Risk Management, Time Management
Education
Molloy College 2013 — 2014
Master of Business Administration (MBA), Finance, Finance
Molloy College 2009 — 2013
Bachelor of Science (BS), Finance, Finance, Business, Music
Division Avenue High School 2005 — 2009
Advanced Regents Diploma
Broadridge Financial Solutions June 2013 - Present
Publishers Clearing House February 2013 - June 2013
Tween Brands August 2007 - June 2013
Cablevision June 2012 - August 2012
UBS June 2011 - August 2011
J&B Group August 2010 - August 2011
Skills
PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, Management, Real Estate, Sales, Leadership, Online Advertising, Retail, Analysis, Marketing, Social Media, Strategic Planning, Financial Analysis, Negotiation, New Business Development, Finance, Entrepreneurship, Financial Modeling, Social Media Marketing, Risk Management, Time Management
Education
Molloy College 2013 — 2014
Master of Business Administration (MBA), Finance, Finance
Molloy College 2009 — 2013
Bachelor of Science (BS), Finance, Finance, Business, Music
Division Avenue High School 2005 — 2009
Advanced Regents Diploma
Fred Muselli's UBS Experience 1998 - 2003
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank December 2013 - Present
Deutsche Bank April 2007 - November 2013
Banc of America Securities November 2004 - April 2007
BNP Paribas 2003 - 2004
UBS 1998 - 2003
First Investors Corporation 1996 - 1998
Skills
FINRA, Securities, Derivatives, AML, Fixed Income, Securities Regulation, SEC, Hedge Funds, Capital Markets, Financial Regulation, KYC, Investment Banking, Structured Products, Structured Finance, Equities, Anti Money Laundering, Risk Management, Financial Services, Financial Risk, Trading, Investments
Education
Seton Hall University School of Law
Doctor of Law (J.D.), Law
Monmouth University
B.S. and M.B.A, Finance and Business Management
Deutsche Bank December 2013 - Present
Deutsche Bank April 2007 - November 2013
Banc of America Securities November 2004 - April 2007
BNP Paribas 2003 - 2004
UBS 1998 - 2003
First Investors Corporation 1996 - 1998
Skills
FINRA, Securities, Derivatives, AML, Fixed Income, Securities Regulation, SEC, Hedge Funds, Capital Markets, Financial Regulation, KYC, Investment Banking, Structured Products, Structured Finance, Equities, Anti Money Laundering, Risk Management, Financial Services, Financial Risk, Trading, Investments
Education
Seton Hall University School of Law
Doctor of Law (J.D.), Law
Monmouth University
B.S. and M.B.A, Finance and Business Management
Dan Breau Dan Breau's UBS Experience July 2004 - March 2006
Job Senior Financial Editor
Industry Financial Services
Experience
OPPENHEIMERFUNDS, INC 2012 - Present
Market Strategy & Communications June 2008 - May 2012
Pershing 2010 - 2011
Market Strategy & Communications 2008 - 2010
Market Strategy & Communications 2008 - 2010
Merrill Lynch February 2008 - June 2008
TIAA-CREF July 2007 - February 2008
Merrill Lynch March 2003 - May 2006
UBS July 2004 - March 2006
The Horah Group 1992 - 2003
Skills
Newsletters, Web Content, Advertising, Marketing Strategy, Brochures, Strategy, Marketing Communications, Direct Mail, Editing, Marketing, Direct Marketing, Management, Training, Corporate Communications, Content Development, Copy Editing, Social Networking, Strategic Communications, Creative Direction, Content Strategy, Financial Services, Internal Communications, Press Releases, Publishing, Alternative Investments, Integrated Marketing, Mutual Funds, Copywriting
Education
Monmouth University
B.A., Psychology
University of Illinois at Urbana-Champaign
M.A., English
OPPENHEIMERFUNDS, INC 2012 - Present
Market Strategy & Communications June 2008 - May 2012
Pershing 2010 - 2011
Market Strategy & Communications 2008 - 2010
Market Strategy & Communications 2008 - 2010
Merrill Lynch February 2008 - June 2008
TIAA-CREF July 2007 - February 2008
Merrill Lynch March 2003 - May 2006
UBS July 2004 - March 2006
The Horah Group 1992 - 2003
Skills
Newsletters, Web Content, Advertising, Marketing Strategy, Brochures, Strategy, Marketing Communications, Direct Mail, Editing, Marketing, Direct Marketing, Management, Training, Corporate Communications, Content Development, Copy Editing, Social Networking, Strategic Communications, Creative Direction, Content Strategy, Financial Services, Internal Communications, Press Releases, Publishing, Alternative Investments, Integrated Marketing, Mutual Funds, Copywriting
Education
Monmouth University
B.A., Psychology
University of Illinois at Urbana-Champaign
M.A., English
Cindy Golinowski Cindy Golinowski's UBS Experience April 2014 - Present
Job Procurement Specialist for the UBS Account
Industry Information Technology and Services
Experience
UBS April 2014 - Present
Colts Neck School District 2007 - 2014
Clark Schools September 2012 - June 2013
Perth Amboy Public Schools 2008 - 2012
A&S 1989 - 1991
Lord & Taylor 1987 - 1989
Phillips Van Heusen Inc 1986 - 1987
Bloomingdale's 1985 - 1986
Skills
Tutoring, Classroom Management, Differentiated..., Curriculum Design, Educational Leadership, Lesson Planning, Classroom, Curriculum Development, Educational Technology, Teaching, Microsoft Excel, Microsoft Office, Microsoft Word, Merchandising, Management, Customer Service, Time Management, Vendor Management
Education
Monmouth University 2005 — 2007
Master's Degree, Elementary Education and Teaching
University of Miami - School of Business 1981 — 1985
Bachelor's Degree, Marketing and Finance
UBS April 2014 - Present
Colts Neck School District 2007 - 2014
Clark Schools September 2012 - June 2013
Perth Amboy Public Schools 2008 - 2012
A&S 1989 - 1991
Lord & Taylor 1987 - 1989
Phillips Van Heusen Inc 1986 - 1987
Bloomingdale's 1985 - 1986
Skills
Tutoring, Classroom Management, Differentiated..., Curriculum Design, Educational Leadership, Lesson Planning, Classroom, Curriculum Development, Educational Technology, Teaching, Microsoft Excel, Microsoft Office, Microsoft Word, Merchandising, Management, Customer Service, Time Management, Vendor Management
Education
Monmouth University 2005 — 2007
Master's Degree, Elementary Education and Teaching
University of Miami - School of Business 1981 — 1985
Bachelor's Degree, Marketing and Finance
Chelsea Riggers's UBS Experience April 2011 - June 2012
Job Chiropractic Assistant
Industry Health, Wellness and Fitness
Experience
Northwestern Mutual January 2013 - July 2014
UBS April 2011 - June 2012
Chelsea Michelle Portraits September 2008 - June 2011
Williams Chiropractic Clinic December 2009 - December 2010
Education
MidAmerica Nazarene University 2005 — 2009
BA, Sports Managment, Fitness and Wellness
Northwestern Mutual January 2013 - July 2014
UBS April 2011 - June 2012
Chelsea Michelle Portraits September 2008 - June 2011
Williams Chiropractic Clinic December 2009 - December 2010
Education
MidAmerica Nazarene University 2005 — 2009
BA, Sports Managment, Fitness and Wellness
Whit Jackson Whit Jackson's UBS Experience September 2014 - May 2015
Job Senior Project Manager
Industry Government Administration
Experience
State of Tennessee April 2015 - Present
UBS September 2014 - May 2015
LKQ February 2013 - September 2014
Skills
Business Analysis, Process Improvement, ERP, IT Management, PMP, Visio, Project Management, SDLC, Financial Reporting, Requirements Analysis, Team Building, Project Planning, Team Leadership, Software Documentation, SharePoint, Business Process
Education
Middle Tennessee State University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
State of Tennessee April 2015 - Present
UBS September 2014 - May 2015
LKQ February 2013 - September 2014
Skills
Business Analysis, Process Improvement, ERP, IT Management, PMP, Visio, Project Management, SDLC, Financial Reporting, Requirements Analysis, Team Building, Project Planning, Team Leadership, Software Documentation, SharePoint, Business Process
Education
Middle Tennessee State University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
John McLoughlin John McLoughlin's UBS Experience 2006 - 2007
Job Regional Vice President External Wholesaler at SmartTrust®
Industry Financial Services
Experience
SmartTrust® January 2013 - Present
OppenheimerFunds Inc July 2008 - January 2013
J.W. Seligman 2007 - 2008
Seligman Advisors Inc, c/o J&W Seligman & Co. 2007 - 2008
UBS 2006 - 2007
Merrill Lynch 2004 - 2006
Merrill Lynch 2004 - 2006
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Separately Managed..., Retirement Planning, Alternative Investments, Asset Allocation, 401k
Education
Monmouth University 1998 — 2001
B.S., Business/Finance
SmartTrust® January 2013 - Present
OppenheimerFunds Inc July 2008 - January 2013
J.W. Seligman 2007 - 2008
Seligman Advisors Inc, c/o J&W Seligman & Co. 2007 - 2008
UBS 2006 - 2007
Merrill Lynch 2004 - 2006
Merrill Lynch 2004 - 2006
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Separately Managed..., Retirement Planning, Alternative Investments, Asset Allocation, 401k
Education
Monmouth University 1998 — 2001
B.S., Business/Finance
Bernard Ukpu, CISSP, CISA, GIAC's UBS Experience August 2000 - October 2002
Job Program Lead, Application Security at AIG, CoFounder at Softlogue, LLC
Industry Information Technology and Services
Experience
AIG August 2013 - Present
Softlogue, LLC June 2012 - Present
Halliburton April 2012 - August 2013
Halliburton May 2011 - April 2012
FedEx Services November 2007 - May 2011
FedEx Services September 2005 - November 2007
Accenture March 2004 - August 2005
bukpu Computing June 2002 - March 2004
UBS August 2000 - October 2002
Skills
Network Security, Information Security, Security, Java, Requirements Analysis, SDLC, Penetration Testing, Information Technology, Application Security, SQL, Java Enterprise Edition, Computer Security, System Testing, Risk Assessment, Vulnerability Assessment, Solaris, Software Development, Testing, Web Services, Enterprise Software, Enterprise Architecture
Education
Middle Tennessee State University 1999 — 2002
BS, Computer Science
AIG August 2013 - Present
Softlogue, LLC June 2012 - Present
Halliburton April 2012 - August 2013
Halliburton May 2011 - April 2012
FedEx Services November 2007 - May 2011
FedEx Services September 2005 - November 2007
Accenture March 2004 - August 2005
bukpu Computing June 2002 - March 2004
UBS August 2000 - October 2002
Skills
Network Security, Information Security, Security, Java, Requirements Analysis, SDLC, Penetration Testing, Information Technology, Application Security, SQL, Java Enterprise Edition, Computer Security, System Testing, Risk Assessment, Vulnerability Assessment, Solaris, Software Development, Testing, Web Services, Enterprise Software, Enterprise Architecture
Education
Middle Tennessee State University 1999 — 2002
BS, Computer Science
Jerry Skipper Jerry Skipper's UBS Experience July 2003 - July 2004
Job Site Acquisition Manager at C Spire Wireless
Industry Telecommunications
Experience
C Spire Wireless April 2005 - Present
UBS July 2003 - July 2004
Faulk & Foster Real Estate Inc January 2000 - June 2003
Skills
Telecommunications, CDMA, Wireless, Site Acquisition, Cellular Communications, Zoning, Project Management, Vendor Management, Contract Negotiation, LTE, 4G, Site Development, Direct Sales, Fiber Optics, GSM, 3G, New Business Development, T1, Program Management, EVDO, Wireless Networking, UMTS, Microwave, WiMAX, Optical Fiber, RF, Towers, Business Development, Project Planning, WiFi, Backhaul, RF Engineering, Computer Network..., System Deployment, RAN, Mobile Devices, VoIP, Siterra, Network Design, Wireless Broadband, Broadband, Mobile Communications, 2G, Telecommunications..., IP, Network Optimization, Managed Services, Transmission, Antennas, Rollout
Education
Mississippi State University
C Spire Wireless April 2005 - Present
UBS July 2003 - July 2004
Faulk & Foster Real Estate Inc January 2000 - June 2003
Skills
Telecommunications, CDMA, Wireless, Site Acquisition, Cellular Communications, Zoning, Project Management, Vendor Management, Contract Negotiation, LTE, 4G, Site Development, Direct Sales, Fiber Optics, GSM, 3G, New Business Development, T1, Program Management, EVDO, Wireless Networking, UMTS, Microwave, WiMAX, Optical Fiber, RF, Towers, Business Development, Project Planning, WiFi, Backhaul, RF Engineering, Computer Network..., System Deployment, RAN, Mobile Devices, VoIP, Siterra, Network Design, Wireless Broadband, Broadband, Mobile Communications, 2G, Telecommunications..., IP, Network Optimization, Managed Services, Transmission, Antennas, Rollout
Education
Mississippi State University
F. Ponicsan's UBS Experience May 2006 - September 2009
Job Vice PresidentInvestment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2009 - Present
UBS May 2006 - September 2009
Smith Barney August 1988 - May 2006
Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning, Retirement, Securities, Portfolio Management, Financial Advisory, Series 8- General..., Series 7- General..., Series 63- Uniform..., Series 65- Uniform..., Series 63, Series 7
Education
Monmouth University 1983 — 1987
Bachelor of Science, Business
Monmouth University 1986 — 1986
Independent Study, Moscow USSR 1986
Morris Catholic
Wells Fargo Advisors September 2009 - Present
UBS May 2006 - September 2009
Smith Barney August 1988 - May 2006
Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning, Retirement, Securities, Portfolio Management, Financial Advisory, Series 8- General..., Series 7- General..., Series 63- Uniform..., Series 65- Uniform..., Series 63, Series 7
Education
Monmouth University 1983 — 1987
Bachelor of Science, Business
Monmouth University 1986 — 1986
Independent Study, Moscow USSR 1986
Morris Catholic
Sandy Scholl Sandy Scholl's UBS Experience March 2006 - Present
Job European Equity Sales, Corporate Access and Analyst Marketing at UBS
Industry Financial Services
Experience
UBS March 2006 - Present
UBS March 2003 - March 2006
Goldman Sachs October 1997 - November 2002
AmericasMart Atlanta October 1993 - October 1997
AmericasMart Atlanta June 1992 - October 1993
Skills
Team Management, Event Planning, Management, Sales, Fixed Income, Securities, Investment Banking
Education
Mississippi State University 1988 — 1992
Bachelor of Arts (B.A.), Communication, General
UBS March 2006 - Present
UBS March 2003 - March 2006
Goldman Sachs October 1997 - November 2002
AmericasMart Atlanta October 1993 - October 1997
AmericasMart Atlanta June 1992 - October 1993
Skills
Team Management, Event Planning, Management, Sales, Fixed Income, Securities, Investment Banking
Education
Mississippi State University 1988 — 1992
Bachelor of Arts (B.A.), Communication, General
Bruce Anfindsen's UBS Experience August 1995 - October 2008
Job
Industry Banking
Experience
Aldwych Capital Partners September 2013 - Present
INTL FCStone Securities Inc. July 2011 - September 2013
Cicerone Capital January 2009 - June 2011
UBS August 1995 - October 2008
UBS Investment Bank 1995 - 2008
Skills
Venture Capital, Asset Management, Capital Markets, Structured Products, Strategic Planning, Equities, Securities, Structured Finance, Financial Modeling, Derivatives, Start-ups, High Yield, Electronic Trading
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1993 — 1995
MBA
Middlebury College 1985 — 1989
BA, Economics / Spanish
Aldwych Capital Partners September 2013 - Present
INTL FCStone Securities Inc. July 2011 - September 2013
Cicerone Capital January 2009 - June 2011
UBS August 1995 - October 2008
UBS Investment Bank 1995 - 2008
Skills
Venture Capital, Asset Management, Capital Markets, Structured Products, Strategic Planning, Equities, Securities, Structured Finance, Financial Modeling, Derivatives, Start-ups, High Yield, Electronic Trading
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1993 — 1995
MBA
Middlebury College 1985 — 1989
BA, Economics / Spanish
Jeff Czischke's UBS Experience April 2007 - August 2010
Job Head of Legal and Compliance Production Services (Americas Region) at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank April 2012 - Present
UBS Investment Bank August 2010 - May 2012
UBS April 2007 - August 2010
Northern Trust February 2005 - December 2006
Cognizant Technology Solutions November 2004 - February 2005
JP Morgan Chase February 2003 - October 2004
Bank of America 2001 - 2003
General Motors October 1999 - October 2001
MICHIGAN STATE VIRTUAL UNIVERSITY March 1997 - October 1999
Skills
Change Management, Requirements Gathering, Strategy, Project Management, Analysis, Vendor Management, Integration, Information Technology, Risk Management, Team Management, Business Analysis, Business Requirements, IT Strategy, Leadership, Financial Services, Project Portfolio..., SDLC, Project Delivery, Contract Negotiation, Business Process..., Requirements Analysis, Compliance Solutions, Management, Software Documentation, Actimize, Release Management, ITIL, Compliance Software, Compliance Monitoring, Compliance Support, Global Compliance, Compliance, IT Compliance, E-commerce, ServiceNow, Business Objects, IT Service Management, IT Service Delivery, ITIL Certified
Education
Michigan State University 1997 — 1999
MA, Telecommunications
Michigan State University 1994 — 1997
B.A., Telecommunication
UBS Investment Bank April 2012 - Present
UBS Investment Bank August 2010 - May 2012
UBS April 2007 - August 2010
Northern Trust February 2005 - December 2006
Cognizant Technology Solutions November 2004 - February 2005
JP Morgan Chase February 2003 - October 2004
Bank of America 2001 - 2003
General Motors October 1999 - October 2001
MICHIGAN STATE VIRTUAL UNIVERSITY March 1997 - October 1999
Skills
Change Management, Requirements Gathering, Strategy, Project Management, Analysis, Vendor Management, Integration, Information Technology, Risk Management, Team Management, Business Analysis, Business Requirements, IT Strategy, Leadership, Financial Services, Project Portfolio..., SDLC, Project Delivery, Contract Negotiation, Business Process..., Requirements Analysis, Compliance Solutions, Management, Software Documentation, Actimize, Release Management, ITIL, Compliance Software, Compliance Monitoring, Compliance Support, Global Compliance, Compliance, IT Compliance, E-commerce, ServiceNow, Business Objects, IT Service Management, IT Service Delivery, ITIL Certified
Education
Michigan State University 1997 — 1999
MA, Telecommunications
Michigan State University 1994 — 1997
B.A., Telecommunication
Delia Espinosa's UBS Experience April 2010 - July 2014
Job Client Advisor at UBS AG
Industry Banking
Experience
UBS Financial Services Inc. July 2014 - Present
UBS April 2010 - July 2014
UBS July 2007 - April 2010
Apax Partners August 2005 - June 2007
Solaris Capital 2005 - 2005
Fernandez Architects June 2002 - August 2004
Pandisc Music May 1998 - November 1999
Education
Middle Tennessee State University 2000 — 2002
MBA, Information Technology
University of Miami - School of Business 1995 — 1999
BBA, Marketing
Killian Sr. High
UBS Financial Services Inc. July 2014 - Present
UBS April 2010 - July 2014
UBS July 2007 - April 2010
Apax Partners August 2005 - June 2007
Solaris Capital 2005 - 2005
Fernandez Architects June 2002 - August 2004
Pandisc Music May 1998 - November 1999
Education
Middle Tennessee State University 2000 — 2002
MBA, Information Technology
University of Miami - School of Business 1995 — 1999
BBA, Marketing
Killian Sr. High
Daniel Arnett's UBS Experience November 2014 - August 2015
Job Data Center Analyst
Industry Information Technology and Services
Experience
Deloitte August 2015 - Present
UBS November 2014 - August 2015
Community Health Systems June 2014 - November 2014
Asurion February 2010 - June 2014
Best Buy March 2007 - January 2010
SMS Holdings April 2006 - February 2008
Wal-Mart 2005 - 2007
Skills
Vendor Management, Account Management, Troubleshooting, Customer Service, Call Centers, Technical Support, Networking, Security, Software Documentation, Disaster Recovery, Data Center, Leadership, Project Management, Servers, Windows Server
Education
Middle Tennessee State University 2002 — 2005
Bachelor of Science (BS), Recording Industry
Deloitte August 2015 - Present
UBS November 2014 - August 2015
Community Health Systems June 2014 - November 2014
Asurion February 2010 - June 2014
Best Buy March 2007 - January 2010
SMS Holdings April 2006 - February 2008
Wal-Mart 2005 - 2007
Skills
Vendor Management, Account Management, Troubleshooting, Customer Service, Call Centers, Technical Support, Networking, Security, Software Documentation, Disaster Recovery, Data Center, Leadership, Project Management, Servers, Windows Server
Education
Middle Tennessee State University 2002 — 2005
Bachelor of Science (BS), Recording Industry
David Sener's UBS Experience March 2012 - Present
Job Associate Director Quality Assurance WMA IT at UBS
Industry Financial Services
Experience
UBS March 2012 - Present
Morgan Stanley Smith Barney March 2011 - March 2012
Bank of America May 2010 - December 2010
Ipreo February 2008 - May 2010
Ipreo February 2005 - 2010
Ipreo January 2001 - February 2005
Skills
Business Analysis, Equities, Project Management, SDLC, Offshore Resource..., Analysis, Quality Assurance, Testing, User Acceptance Testing, Software Development, Software Documentation, Software Quality..., CRM, Product Management, Agile Methodologies, Requirements Analysis, Integration
Education
Middlesex County College 1977 — 1980
Associates, Accounting
UBS March 2012 - Present
Morgan Stanley Smith Barney March 2011 - March 2012
Bank of America May 2010 - December 2010
Ipreo February 2008 - May 2010
Ipreo February 2005 - 2010
Ipreo January 2001 - February 2005
Skills
Business Analysis, Equities, Project Management, SDLC, Offshore Resource..., Analysis, Quality Assurance, Testing, User Acceptance Testing, Software Development, Software Documentation, Software Quality..., CRM, Product Management, Agile Methodologies, Requirements Analysis, Integration
Education
Middlesex County College 1977 — 1980
Associates, Accounting
D Brian Conley's UBS Experience September 2014 - Present
Job Business Analyst at UBS
Industry Financial Services
Experience
UBS September 2014 - Present
University of Phoenix 2009 - Present
The Retirement Plan Company July 2005 - September 2014
B&W Wholesale Distributors October 1994 - June 2005
Skills
Process Improvement, Financial Analysis, Microsoft Excel, Analysis, Public Speaking, Employee Benefits, Microsoft Access, Statistical Data..., Strategic Financial..., Treasury Management, Management, Leadership, Microsoft Office
Education
Middle Tennessee State University 2007 — 2009
MBA, Finance
Vanderbilt University 1989 — 1991
MD, Mathematics
Middle Tennessee State University 1985 — 1989
BS, Mathematics
UBS September 2014 - Present
University of Phoenix 2009 - Present
The Retirement Plan Company July 2005 - September 2014
B&W Wholesale Distributors October 1994 - June 2005
Skills
Process Improvement, Financial Analysis, Microsoft Excel, Analysis, Public Speaking, Employee Benefits, Microsoft Access, Statistical Data..., Strategic Financial..., Treasury Management, Management, Leadership, Microsoft Office
Education
Middle Tennessee State University 2007 — 2009
MBA, Finance
Vanderbilt University 1989 — 1991
MD, Mathematics
Middle Tennessee State University 1985 — 1989
BS, Mathematics
Ashley McPherson's UBS Experience April 2011 - July 2015
Job Client Service Associate
Industry Financial Services
Experience
Hilliard Lyons July 2015 - Present
UBS April 2011 - July 2015
UBS June 2006 - March 2011
Education
Middle Tennessee State University 2006 — 2009
Business Finance
Hilliard Lyons July 2015 - Present
UBS April 2011 - July 2015
UBS June 2006 - March 2011
Education
Middle Tennessee State University 2006 — 2009
Business Finance
Jaime Frantantoni's UBS Experience May 2006 - June 2006
Job Vice President at Citibank
Industry Banking
Experience
Citigroup December 2009 - Present
Credit Suisse Asset Management October 2007 - November 2009
Perishing LLC August 2007 - October 2007
Epoch Investment Partners June 2006 - August 2007
Lord Abbett & Co 2004 - 2007
UBS May 2006 - June 2006
Lord Abbett April 2005 - May 2006
Morrow and Company January 2002 - April 2005
Education
Monmouth University 1997 — 2001
Freehold Twp Highschool 1994 — 1997
Citigroup December 2009 - Present
Credit Suisse Asset Management October 2007 - November 2009
Perishing LLC August 2007 - October 2007
Epoch Investment Partners June 2006 - August 2007
Lord Abbett & Co 2004 - 2007
UBS May 2006 - June 2006
Lord Abbett April 2005 - May 2006
Morrow and Company January 2002 - April 2005
Education
Monmouth University 1997 — 2001
Freehold Twp Highschool 1994 — 1997
Karen Ann Feeney's UBS Experience September 2005 - October 2007
Job Regional Director at IndexIQ
Industry Financial Services
Experience
IndexIQ August 2013 - Present
Dearborn Capital Management January 2012 - July 2013
Kenmar October 2008 - January 2012
UBS September 2005 - October 2007
Merrill Lynch May 1995 - September 2005
Skills
Alternative Investments, Hedge Funds, Series 7, Fixed Income, Wealth Management, Equities, Asset Management, Investment Advisory, Retirement Planning, Asset Allocation, Investments, Private Equity, Separately Managed..., Structured Products, Managed Accounts, Mutual Funds, Financial Planning, Fund Of Funds, Investor Relations, Customer Relations, Series 63, Series 3, Bonds, Financial Markets, Commodities, Cash Management
Education
Monmouth University
MBA, Finance
Susquehanna University
BM Piano Performance, Business Minor, Music, Business
IndexIQ August 2013 - Present
Dearborn Capital Management January 2012 - July 2013
Kenmar October 2008 - January 2012
UBS September 2005 - October 2007
Merrill Lynch May 1995 - September 2005
Skills
Alternative Investments, Hedge Funds, Series 7, Fixed Income, Wealth Management, Equities, Asset Management, Investment Advisory, Retirement Planning, Asset Allocation, Investments, Private Equity, Separately Managed..., Structured Products, Managed Accounts, Mutual Funds, Financial Planning, Fund Of Funds, Investor Relations, Customer Relations, Series 63, Series 3, Bonds, Financial Markets, Commodities, Cash Management
Education
Monmouth University
MBA, Finance
Susquehanna University
BM Piano Performance, Business Minor, Music, Business
David Walsh's UBS Experience May 2010 - April 2014
Job Single Manager Platform Investcorp
Industry Investment Management
Experience
Investcorp May 2014 - Present
UBS May 2010 - April 2014
UBS January 2005 - April 2010
Skills
Fixed Income, Hedge Funds, Derivatives, Alternative Investments
Education
Monash University 2000 — 2004
Bachelor's degree, Economics
Penn State University 2002 — 2002
Bachelor's degree, Economics
Investcorp May 2014 - Present
UBS May 2010 - April 2014
UBS January 2005 - April 2010
Skills
Fixed Income, Hedge Funds, Derivatives, Alternative Investments
Education
Monash University 2000 — 2004
Bachelor's degree, Economics
Penn State University 2002 — 2002
Bachelor's degree, Economics
Mary Jane Billy Dulabon's UBS Experience January 2006 - April 2010
Job Marketing Communications Freelancer
Industry Marketing and Advertising
Experience
TD Ameritrade February 2015 - July 2015
TD Ameritrade October 2012 - March 2014
Ernst & Young January 2012 - September 2012
UBS Financial Services April 2010 - November 2011
UBS January 2006 - April 2010
Prudential Financial January 2000 - January 2006
Skills
Internal & External..., Marketing Communications, Program Management, Internal Communications, Project Planning, Relationship Management, Relationship Building, Training, Event Planning, Strategy, Vendor Management, Marketing, Project Management, Leadership, Management, Strategic Planning, Financial Services, Sales, Business Analysis, Media Relations, Meeting Planning
Education
Seton Hall University 2003 — 2005
MA, Public and Corporate Communication
Monmouth University 1996 — 1998
BA, Communications
Ocean County College 1992 — 1995
AA, Liberal Arts
TD Ameritrade February 2015 - July 2015
TD Ameritrade October 2012 - March 2014
Ernst & Young January 2012 - September 2012
UBS Financial Services April 2010 - November 2011
UBS January 2006 - April 2010
Prudential Financial January 2000 - January 2006
Skills
Internal & External..., Marketing Communications, Program Management, Internal Communications, Project Planning, Relationship Management, Relationship Building, Training, Event Planning, Strategy, Vendor Management, Marketing, Project Management, Leadership, Management, Strategic Planning, Financial Services, Sales, Business Analysis, Media Relations, Meeting Planning
Education
Seton Hall University 2003 — 2005
MA, Public and Corporate Communication
Monmouth University 1996 — 1998
BA, Communications
Ocean County College 1992 — 1995
AA, Liberal Arts
Cynthia Glaus's UBS Experience February 2012 - April 2015
Job Registered Client Service Associate at UBS Financial Services Inc
Industry Financial Services
Experience
UBS February 2012 - April 2015
UBS October 2009 - January 2011
UBS November 2008 - October 2009
UBS June 2007 - October 2008
UBS April 2005 - May 2007
Gaylord Entertainment Company May 1984 - April 2004
Education
Middle Tennessee State University 1983 — 1985
Bachelors, Business Management
Middle Tennessee State University
Bachelor of Applied Science (BASc)
UBS February 2012 - April 2015
UBS October 2009 - January 2011
UBS November 2008 - October 2009
UBS June 2007 - October 2008
UBS April 2005 - May 2007
Gaylord Entertainment Company May 1984 - April 2004
Education
Middle Tennessee State University 1983 — 1985
Bachelors, Business Management
Middle Tennessee State University
Bachelor of Applied Science (BASc)
Lucy Koo's UBS Experience 1991 - 2008
Job Director, Strategic Cost Management at ING Nederland
Industry Financial Services
Experience
ING Nederland July 2012 - Present
Open Solutions, Inc. 2009 - 2012
UBS 1991 - 2008
DBS Bank 1986 - 1991
Skills
Change Management, Process Improvement, Cross-functional Team..., Business Process..., Forecasting, Project Management, Management, Leadership, Financial Reporting, Finance, Budgets, Business Strategy, Banking
Education
Middlesex University
BA (Hons), Accounting & Finance
ING Nederland July 2012 - Present
Open Solutions, Inc. 2009 - 2012
UBS 1991 - 2008
DBS Bank 1986 - 1991
Skills
Change Management, Process Improvement, Cross-functional Team..., Business Process..., Forecasting, Project Management, Management, Leadership, Financial Reporting, Finance, Budgets, Business Strategy, Banking
Education
Middlesex University
BA (Hons), Accounting & Finance
Ross Palash's UBS Experience February 2011 - May 2012
Job US Treasury Desk
Industry Banking
Experience
UBS Investment Bank August 2013 - Present
UBS Securities Japan June 2012 - July 2013
UBS February 2011 - May 2012
UBS August 2009 - January 2011
Moore Capital Management June 2007 - August 2007
Skills
Series 7, Series 3, Series 63, JSDA, Fixed Income, Cash Management, Trading
Education
Carleton College 2004 — 2008
Bachelor of Arts (B.A.), Economics and Chinese, Magna cum laude
Middlebury College
Summer School, Chinese and Japanese (2005 and 2008)
UBS Investment Bank August 2013 - Present
UBS Securities Japan June 2012 - July 2013
UBS February 2011 - May 2012
UBS August 2009 - January 2011
Moore Capital Management June 2007 - August 2007
Skills
Series 7, Series 3, Series 63, JSDA, Fixed Income, Cash Management, Trading
Education
Carleton College 2004 — 2008
Bachelor of Arts (B.A.), Economics and Chinese, Magna cum laude
Middlebury College
Summer School, Chinese and Japanese (2005 and 2008)
Dan Seely's UBS Experience November 2008 - Present
Job Senior Vice PresidentWealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley January 1987 - Present
Education
Missouri State University 1977 — 1981
bs, finance
UBS November 2008 - Present
Morgan Stanley January 1987 - Present
Education
Missouri State University 1977 — 1981
bs, finance
Douglas Doyle's UBS Experience 2001 - 2002
Job Inside Sales at Advance Circuit Technology
Industry Electrical/Electronic Manufacturing
Experience
Advance Circuit Technology May 2012 - Present
Northwestern Mutual March 2010 - December 2011
Component Solutions, Inc. June 2002 - January 2009
UBS 2001 - 2002
UBS 2000 - 2002
UBS 1998 - 2000
UBS 1997 - 1998
Skills
Leadership, Process Improvement, Outlook, Marketing, Customer Service, PowerPoint, Microsoft Excel, Account Management, Microsoft Word, New Business Development, Business Analysis, Public Speaking, Budgets, Inventory Management, Training, Strategic Planning, Time Management, Public Relations, Accounting, Purchasing, Insurance, Management, Financial Analysis, Project Management, Coaching, Marketing Strategy, Social Media Marketing, Salesforce.com, Event Planning, Recruiting, Team Building, Forecasting, Employee Benefits, Sales Management, Microsoft Office, Sales, Finance
Education
St. John Fisher College 1997 — 2000
MBA, Business Administration
State University of New York College at Geneseo 1995 — 1997
Bachelor's, Business Administration
Monroe Community College 1992 — 1994
Associate's, Business Administration
Advance Circuit Technology May 2012 - Present
Northwestern Mutual March 2010 - December 2011
Component Solutions, Inc. June 2002 - January 2009
UBS 2001 - 2002
UBS 2000 - 2002
UBS 1998 - 2000
UBS 1997 - 1998
Skills
Leadership, Process Improvement, Outlook, Marketing, Customer Service, PowerPoint, Microsoft Excel, Account Management, Microsoft Word, New Business Development, Business Analysis, Public Speaking, Budgets, Inventory Management, Training, Strategic Planning, Time Management, Public Relations, Accounting, Purchasing, Insurance, Management, Financial Analysis, Project Management, Coaching, Marketing Strategy, Social Media Marketing, Salesforce.com, Event Planning, Recruiting, Team Building, Forecasting, Employee Benefits, Sales Management, Microsoft Office, Sales, Finance
Education
St. John Fisher College 1997 — 2000
MBA, Business Administration
State University of New York College at Geneseo 1995 — 1997
Bachelor's, Business Administration
Monroe Community College 1992 — 1994
Associate's, Business Administration
Andrew Haley, CFA's UBS Experience June 2003 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS June 2003 - Present
Goldman Sachs July 2001 - February 2003
Education
The University of Chicago 2003 — 2005
M.S., Financial Mathematics
Middlebury College 1997 — 2001
B.S., Mathematics
Middlebury College 1997 — 2001
B.S., Economics
UBS June 2003 - Present
Goldman Sachs July 2001 - February 2003
Education
The University of Chicago 2003 — 2005
M.S., Financial Mathematics
Middlebury College 1997 — 2001
B.S., Mathematics
Middlebury College 1997 — 2001
B.S., Economics
Gleb Radutsky's UBS Experience March 2012 - August 2013
Job Web Developer
Industry Information Technology and Services
Experience
ADP March 2014 - Present
Omgeo September 2013 - January 2014
UBS March 2012 - August 2013
JPMorgan Chase October 2011 - March 2012
Dow Jones December 2010 - September 2011
Gleb Radutsky December 2008 - September 2011
GL Associates August 2010 - November 2010
Weekly Sale Network April 2007 - July 2010
Public Citizen May 2006 - April 2007
FedSources February 2006 - May 2006
Skills
ASP.NET, VBScript, ADO, Dojo, Ext JS, C#, JavaScript, jQuery, Microsoft SQL Server, ASP.NET MVC, Entity Framework, LINQ, MySQL, PHP, HTML, XHTML, CSS3, Linux, Vim, Tortoise SVN, IIS, Apache 2, Maven2, Oracle SQL, Facebook API, Wordpress, XML, XSLT
Education
Rutgers University-New Brunswick 1999 — 2000
B.S., Computer Science
Middlesex County College 1996 — 1999
A.S., Computer Science
West Virginia University
ADP March 2014 - Present
Omgeo September 2013 - January 2014
UBS March 2012 - August 2013
JPMorgan Chase October 2011 - March 2012
Dow Jones December 2010 - September 2011
Gleb Radutsky December 2008 - September 2011
GL Associates August 2010 - November 2010
Weekly Sale Network April 2007 - July 2010
Public Citizen May 2006 - April 2007
FedSources February 2006 - May 2006
Skills
ASP.NET, VBScript, ADO, Dojo, Ext JS, C#, JavaScript, jQuery, Microsoft SQL Server, ASP.NET MVC, Entity Framework, LINQ, MySQL, PHP, HTML, XHTML, CSS3, Linux, Vim, Tortoise SVN, IIS, Apache 2, Maven2, Oracle SQL, Facebook API, Wordpress, XML, XSLT
Education
Rutgers University-New Brunswick 1999 — 2000
B.S., Computer Science
Middlesex County College 1996 — 1999
A.S., Computer Science
West Virginia University
Kathy Fowler's UBS Experience 1994 - 1997
Job Paralegal at M. Todd Jackson, Attorney at Law
Industry Real Estate
Experience
Remax Elite – Presidents Club January 1999 - Present
Albert B. Merkel, Attorney at Law June 2010 - December 2012
Fresh Start Womens Program July 2009 - June 2010
Fresh Start Ministries January 2009 - June 2010
Duncan Williams, Inc May 2000 - April 2004
Raymond James Financial Inc. April 1995 - May 1998
UBS 1994 - 1997
Morgan & Keegan & Co. August 1993 - May 1994
Skills
Real Estate License, Marketing, Foreclosures, Small Business, Advertising, Referrals, Real Estate Transactions, Buyers, Short Sales, New Home Sales, Listings, Real Estate, Buyer Representation, Corporate Relocation, Sellers, Series 7, Investments, Contract Negotiation, Finance, Selling, Investment Properties, Customer Service, Sales, Marketing Strategy, Training, Investors, Real Property, Property, Commercial Real Estate, Residential Homes, Refinance, Notary Public
Education
Middle Tennessee State University 2009 — 2009
Paralegal Certificate - 2009, Legal Studies, General
University of Tennessee 1989 — 1992
Bachelor of Science, Business Administration / Marketing
University of Tennessee at Martin 1989 — 1992
Bachelor of Science, Business Administration - Marketing
Remax Elite – Presidents Club January 1999 - Present
Albert B. Merkel, Attorney at Law June 2010 - December 2012
Fresh Start Womens Program July 2009 - June 2010
Fresh Start Ministries January 2009 - June 2010
Duncan Williams, Inc May 2000 - April 2004
Raymond James Financial Inc. April 1995 - May 1998
UBS 1994 - 1997
Morgan & Keegan & Co. August 1993 - May 1994
Skills
Real Estate License, Marketing, Foreclosures, Small Business, Advertising, Referrals, Real Estate Transactions, Buyers, Short Sales, New Home Sales, Listings, Real Estate, Buyer Representation, Corporate Relocation, Sellers, Series 7, Investments, Contract Negotiation, Finance, Selling, Investment Properties, Customer Service, Sales, Marketing Strategy, Training, Investors, Real Property, Property, Commercial Real Estate, Residential Homes, Refinance, Notary Public
Education
Middle Tennessee State University 2009 — 2009
Paralegal Certificate - 2009, Legal Studies, General
University of Tennessee 1989 — 1992
Bachelor of Science, Business Administration / Marketing
University of Tennessee at Martin 1989 — 1992
Bachelor of Science, Business Administration - Marketing
Jesse Eddy, CPA's UBS Experience 2007 - 2008
Job Accounting Manager at FirstBank
Industry Accounting
Experience
FirstBank December 2014 - Present
Maggart & Associates, P.C. November 2009 - December 2014
Dempsey Vantrease & Follis, PLLC 2009 - 2009
UBS 2007 - 2008
GreenBank 2006 - 2007
Skills
Financial Analysis, IT Audit, Financial Reporting, Internal Controls, Payroll, Credit Analysis, Banking, Internal Audit, Microsoft Excel, Account Reconciliation, Income Tax, Accounting, Corporate Tax, Auditing, Tax Preparation, CPA, Finance, Sarbanes-Oxley Act, Tax, Accounts Payable, SEC filings, Cash Flow, Financial Statements, External Audit, GAAP, Financial Audits, QuickBooks, Sarbanes-Oxley, Bank Reconciliation, Accounts Receivable, General Ledger, Fixed Assets, Financial Accounting, Variance Analysis, Tax Accounting, Financial Services, Risk Management, US GAAP, Budgets
Education
Middle Tennessee State University 2000 — 2005
FirstBank December 2014 - Present
Maggart & Associates, P.C. November 2009 - December 2014
Dempsey Vantrease & Follis, PLLC 2009 - 2009
UBS 2007 - 2008
GreenBank 2006 - 2007
Skills
Financial Analysis, IT Audit, Financial Reporting, Internal Controls, Payroll, Credit Analysis, Banking, Internal Audit, Microsoft Excel, Account Reconciliation, Income Tax, Accounting, Corporate Tax, Auditing, Tax Preparation, CPA, Finance, Sarbanes-Oxley Act, Tax, Accounts Payable, SEC filings, Cash Flow, Financial Statements, External Audit, GAAP, Financial Audits, QuickBooks, Sarbanes-Oxley, Bank Reconciliation, Accounts Receivable, General Ledger, Fixed Assets, Financial Accounting, Variance Analysis, Tax Accounting, Financial Services, Risk Management, US GAAP, Budgets
Education
Middle Tennessee State University 2000 — 2005
David Gulman's UBS Experience April 2009 - September 2009
Job Client Associate at JP Morgan
Industry Financial Services
Experience
JP Morgan September 2009 - Present
UBS April 2009 - September 2009
UBS October 2008 - April 2009
Smith Barney May 2006 - October 2008
Skills
Finance, Investments, Banking, Wealth Management, Financial Services, Portfolio Management, Financial Analysis, Equities, Sales, Asset Management
Education
Monmouth University 2001 — 2005
BS, Business Management
JP Morgan September 2009 - Present
UBS April 2009 - September 2009
UBS October 2008 - April 2009
Smith Barney May 2006 - October 2008
Skills
Finance, Investments, Banking, Wealth Management, Financial Services, Portfolio Management, Financial Analysis, Equities, Sales, Asset Management
Education
Monmouth University 2001 — 2005
BS, Business Management
Jewels Levine's UBS Experience April 2007 - November 2007
Job Professional
Industry Information Technology and Services
Experience
Adecco Group April 2008 - 2013
Thomson Reuters May 2009 - December 2011
Thomson Reuters April 2008 - May 2009
UBS April 2007 - November 2007
Deutsche Bank June 2005 - April 2007
Citi June 2000 - March 2005
Morgan Stanley June 1999 - June 2000
Prudential Financial May 1997 - June 1999
Education
Monroe College
Criminal Justice, Legal Studies, General
Adecco Group April 2008 - 2013
Thomson Reuters May 2009 - December 2011
Thomson Reuters April 2008 - May 2009
UBS April 2007 - November 2007
Deutsche Bank June 2005 - April 2007
Citi June 2000 - March 2005
Morgan Stanley June 1999 - June 2000
Prudential Financial May 1997 - June 1999
Education
Monroe College
Criminal Justice, Legal Studies, General
Kendall Austin's UBS Experience August 2015 - Present
Job Securities Backed Lending Trade & Processing Specialist
Industry Banking
Experience
UBS August 2015 - Present
Project 541 July 2013 - Present
SunTrust February 2015 - July 2015
SunTrust March 2012 - February 2015
SunTrust August 2010 - March 2012
Bath & Body Works November 2009 - August 2010
South Carolina Department of Commerce September 2008 - December 2008
Gannett - The Jackson Sun June 2007 - August 2007
Skills
Market Analysis, Competitive Analysis, Spanish, Research, Analytical Skills, Data Analysis, Audit, banking, Micro
Education
Middle Tennessee State University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General, 3.8
University of South Carolina 2005 — 2009
Bachelor of Science, Business Economics & Business Management, 3.6
UBS August 2015 - Present
Project 541 July 2013 - Present
SunTrust February 2015 - July 2015
SunTrust March 2012 - February 2015
SunTrust August 2010 - March 2012
Bath & Body Works November 2009 - August 2010
South Carolina Department of Commerce September 2008 - December 2008
Gannett - The Jackson Sun June 2007 - August 2007
Skills
Market Analysis, Competitive Analysis, Spanish, Research, Analytical Skills, Data Analysis, Audit, banking, Micro
Education
Middle Tennessee State University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General, 3.8
University of South Carolina 2005 — 2009
Bachelor of Science, Business Economics & Business Management, 3.6
Emily Bohler, CISA, CRISC's UBS Experience May 2005 - August 2005
Job Business Unit Process & Controls Manager Client Services Group at TIAACREF
Industry Information Services
Experience
TIAA-CREF September 2014 - Present
Raymond James Financial Inc. April 2012 - August 2014
Ernst & Young August 2009 - April 2012
Ernst & Young June 2008 - August 2008
Bridges PeopleSoft January 2008 - April 2008
Investment Mastery May 2006 - August 2006
UBS May 2005 - August 2005
Skills
Sarbanes-Oxley Act, Financial Risk, Enterprise Risk..., IT Audit, CISA, Internal Controls, Operational Risk..., Governance, Internal Audit, Auditing, Financial Accounting, Risk Management, Process Improvement, SAS70, Information Technology, Sarbanes-Oxley, Risk Assessment, Operational Risk
Education
University of Florida 2007 — 2009
Masters of Science, Information Systems and Operations Management
University of Florida 2004 — 2007
Bachelors of Science, Business Management
Huron University 2006 — 2006
Business Administration, Management
Monmouth University 2003 — 2004
Business Administration
TIAA-CREF September 2014 - Present
Raymond James Financial Inc. April 2012 - August 2014
Ernst & Young August 2009 - April 2012
Ernst & Young June 2008 - August 2008
Bridges PeopleSoft January 2008 - April 2008
Investment Mastery May 2006 - August 2006
UBS May 2005 - August 2005
Skills
Sarbanes-Oxley Act, Financial Risk, Enterprise Risk..., IT Audit, CISA, Internal Controls, Operational Risk..., Governance, Internal Audit, Auditing, Financial Accounting, Risk Management, Process Improvement, SAS70, Information Technology, Sarbanes-Oxley, Risk Assessment, Operational Risk
Education
University of Florida 2007 — 2009
Masters of Science, Information Systems and Operations Management
University of Florida 2004 — 2007
Bachelors of Science, Business Management
Huron University 2006 — 2006
Business Administration, Management
Monmouth University 2003 — 2004
Business Administration
Steven Bellamy's UBS Experience January 2000 - January 2004
Job Desktop Support Engineer at Mount Sinai Health System
Industry Information Technology and Services
Experience
Mount Sinai Health System October 2014 - Present
Westchester Medical Center August 2012 - June 2014
GE June 2011 - March 2012
Mitsui E&P USA October 2010 - March 2011
NYC Health and Hospitals Corporation April 2006 - September 2010
UBS January 2000 - January 2004
Skills
Active Directory, Windows 7, XP, Windows XP, Technical Support, Networking, Software Installation, Printers, Help Desk Support, Microsoft Office, VPN, VMware, Windows XP Pro, Patch Panels, Blackberry Enterprise..., Laptops, Hardware, Management, Servers, Imaging and Deployment, Problem Solving, 2003 Active Directory, People Management, Bes Server 5.0, Printer Servers, Certificate in A+..., Certificate MCP..., Certificate MCP Server, Certificate Network +, Active Director 2007, Patching LAN in IDF..., Patching CIsco Voice..., Creating Cross over..., Telecom Punch downs for..., 2007 Active Directory, Altiris Deployment..., VDI
Education
New Horizon's 2002 — 2003
Certificate, Network +, MCP Professional and Server
Skidmore College 2000 — 2001
Certificate in A+ Certification, Computer Technology/Computer Systems Technology
Monroe College-New Rochelle 1990 — 1992
Associate of Sciences (AAS), Computer and Information Sciences and Support Services
Mount Sinai Health System October 2014 - Present
Westchester Medical Center August 2012 - June 2014
GE June 2011 - March 2012
Mitsui E&P USA October 2010 - March 2011
NYC Health and Hospitals Corporation April 2006 - September 2010
UBS January 2000 - January 2004
Skills
Active Directory, Windows 7, XP, Windows XP, Technical Support, Networking, Software Installation, Printers, Help Desk Support, Microsoft Office, VPN, VMware, Windows XP Pro, Patch Panels, Blackberry Enterprise..., Laptops, Hardware, Management, Servers, Imaging and Deployment, Problem Solving, 2003 Active Directory, People Management, Bes Server 5.0, Printer Servers, Certificate in A+..., Certificate MCP..., Certificate MCP Server, Certificate Network +, Active Director 2007, Patching LAN in IDF..., Patching CIsco Voice..., Creating Cross over..., Telecom Punch downs for..., 2007 Active Directory, Altiris Deployment..., VDI
Education
New Horizon's 2002 — 2003
Certificate, Network +, MCP Professional and Server
Skidmore College 2000 — 2001
Certificate in A+ Certification, Computer Technology/Computer Systems Technology
Monroe College-New Rochelle 1990 — 1992
Associate of Sciences (AAS), Computer and Information Sciences and Support Services
William French's UBS Experience March 2001 - December 2007
Job President of W. Advisors LLC
Industry Financial Services
Experience
W. Advisors LLC September 2013 - Present
Morgan Stanley Smith Barney December 2007 - September 2013
UBS March 2001 - December 2007
Prudential Securities May 1989 - March 2001
Skills
Series 7, Investments, Management, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Portfolio Management, Securities, Investment Advisory, Equities, Asset Management, Alternative Investments, Retirement Planning, Financial Services, Banking, Risk Management
Education
Mississippi State University 1983 — 1987
Bachelor of Business Administration (BBA), Banking and Finance
W. Advisors LLC September 2013 - Present
Morgan Stanley Smith Barney December 2007 - September 2013
UBS March 2001 - December 2007
Prudential Securities May 1989 - March 2001
Skills
Series 7, Investments, Management, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Portfolio Management, Securities, Investment Advisory, Equities, Asset Management, Alternative Investments, Retirement Planning, Financial Services, Banking, Risk Management
Education
Mississippi State University 1983 — 1987
Bachelor of Business Administration (BBA), Banking and Finance
Derek Harper's UBS Experience October 2014 - Present
Job Regulatory Analyst at UBS
Industry Financial Services
Experience
UBS October 2014 - Present
The Aquatic & Recreation Center September 2011 - August 2013
Skills
PowerPoint, Microsoft Excel, Decision Modeling, Financial Analysis, Leadership, Microsoft Word, Bloomberg, Microsoft Office, Portfolio Management, Access, Teamwork, Time Management
Education
Middle Tennessee State University 2013 — 2014
Master of Business Administration (MBA), Finance
The University of Tennessee at Chattanooga 2009 — 2013
Bachelor's Degree, Business Finance
UBS October 2014 - Present
The Aquatic & Recreation Center September 2011 - August 2013
Skills
PowerPoint, Microsoft Excel, Decision Modeling, Financial Analysis, Leadership, Microsoft Word, Bloomberg, Microsoft Office, Portfolio Management, Access, Teamwork, Time Management
Education
Middle Tennessee State University 2013 — 2014
Master of Business Administration (MBA), Finance
The University of Tennessee at Chattanooga 2009 — 2013
Bachelor's Degree, Business Finance
Audrey Page's UBS Experience September 2015 - Present
Job Financial Analyst at Willis
Industry Insurance
Experience
UBS September 2015 - Present
Willis March 2011 - August 2015
Willis North America April 2006 - March 2011
Central Parking System January 2005 - March 2006
Skills
Financial Reporting, General Ledger, Financial Analysis, Financial Accounting, Accounting, Variance Analysis, Account Reconciliation, Financial Statements, Fixed Assets, Microsoft Excel, Accounts Payable, Bank Reconciliation, US GAAP, Journal Entries, PeopleSoft, Cognos, Revenue Recognition, Pivot Tables, Financial Forecasting, Peachtree, Data Analysis, Forecasting, Analysis, Budgets, Hyperion Enterprise, Finance
Education
Middle Tennessee State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Computer Science
Draughons Junior College 1998 — 2000
Associate of Science (A.S.), Accounting and Computer Science
UBS September 2015 - Present
Willis March 2011 - August 2015
Willis North America April 2006 - March 2011
Central Parking System January 2005 - March 2006
Skills
Financial Reporting, General Ledger, Financial Analysis, Financial Accounting, Accounting, Variance Analysis, Account Reconciliation, Financial Statements, Fixed Assets, Microsoft Excel, Accounts Payable, Bank Reconciliation, US GAAP, Journal Entries, PeopleSoft, Cognos, Revenue Recognition, Pivot Tables, Financial Forecasting, Peachtree, Data Analysis, Forecasting, Analysis, Budgets, Hyperion Enterprise, Finance
Education
Middle Tennessee State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Computer Science
Draughons Junior College 1998 — 2000
Associate of Science (A.S.), Accounting and Computer Science
Jason Malpass's UBS Experience January 2011 - June 2013
Job Supply Analyst
Industry Financial Services
Experience
TrustCore Financial June 2013 - September 2013
UBS January 2011 - June 2013
Scottrade August 2008 - January 2011
Skills
SPSS, Excel, PowerPoint, Word, Research, Trading, Microsoft Excel, Microsoft Word, Equities, Securities, Mutual Funds, Fixed Income, Options, Management, Series 7, Investments, Financial Services, FINRA, Wealth Management, Training, Series 63, Portfolio Management, Financial Analysis, Finance, Series 24, Banking, 401k, Risk Management
Education
Northwestern University 2012 — 2017
Master of Science (M.S.), Predictive Analytics
Middle Tennessee State University 2007 — 2009
B.S., Economics/Finance
TrustCore Financial June 2013 - September 2013
UBS January 2011 - June 2013
Scottrade August 2008 - January 2011
Skills
SPSS, Excel, PowerPoint, Word, Research, Trading, Microsoft Excel, Microsoft Word, Equities, Securities, Mutual Funds, Fixed Income, Options, Management, Series 7, Investments, Financial Services, FINRA, Wealth Management, Training, Series 63, Portfolio Management, Financial Analysis, Finance, Series 24, Banking, 401k, Risk Management
Education
Northwestern University 2012 — 2017
Master of Science (M.S.), Predictive Analytics
Middle Tennessee State University 2007 — 2009
B.S., Economics/Finance
Douglas Rossback's UBS Experience June 2006 - June 2011
Job Director Morgan Stanley Trust
Industry Financial Services
Experience
Morgan Stanley November 2011 - February 2015
UBS June 2006 - June 2011
UBS June 2006 - June 2011
Subaru of America February 2005 - June 2006
Citigroup April 2000 - June 2003
Metromedia Company – NY/NJ Metrostars January 1999 - April 2000
Emerging Professional Sports Teams Inc. – NJ Red Dogs March 1997 - January 1999
Education
Monmouth University 1993 — 1995
BS, Management-Finance
Ocean Township
Morgan Stanley November 2011 - February 2015
UBS June 2006 - June 2011
UBS June 2006 - June 2011
Subaru of America February 2005 - June 2006
Citigroup April 2000 - June 2003
Metromedia Company – NY/NJ Metrostars January 1999 - April 2000
Emerging Professional Sports Teams Inc. – NJ Red Dogs March 1997 - January 1999
Education
Monmouth University 1993 — 1995
BS, Management-Finance
Ocean Township
Don Brooks's UBS Experience October 2005 - May 2008
Job Lead Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2008 - Present
UBS October 2005 - May 2008
UBS April 2003 - October 2005
UBS January 2001 - April 2003
Skills
Finance, Portfolio Management, Series 7, Financial Services, Fixed Income, Securities, Wealth Management, Equities, Bloomberg, Asset Management, Financial Modeling, Investments, Risk Management, Business Analysis, Financial Analysis, Valuation
Education
Middle Tennessee State University 1997 — 2002
BBA, Finance
UBS Wealth Management May 2008 - Present
UBS October 2005 - May 2008
UBS April 2003 - October 2005
UBS January 2001 - April 2003
Skills
Finance, Portfolio Management, Series 7, Financial Services, Fixed Income, Securities, Wealth Management, Equities, Bloomberg, Asset Management, Financial Modeling, Investments, Risk Management, Business Analysis, Financial Analysis, Valuation
Education
Middle Tennessee State University 1997 — 2002
BBA, Finance
Gil Sidoti's UBS Experience June 1994 - June 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
UBS June 1994 - June 2007
Education
Middlebury College
UBS June 1994 - June 2007
Education
Middlebury College
Chad Wolsmann's UBS Experience May 2008 - October 2010
Job at ADP
Industry Financial Services
Experience
ADP February 2011 - Present
UBS May 2008 - October 2010
Morgan Stanley Dean Witter 1988 - 2008
Skills
Onboarding, Salesforce.com, Cold Calling, Selling, Direct Sales, Vendor Management, Strategy, SaaS, Account Management, Sales, Sales Process, CRM, Business Development, Solution Selling
Education
Minnesota State University, Mankato 1985 — 1988
Business, Finance, Economics
Naperville North 1980 — 1984
ADP February 2011 - Present
UBS May 2008 - October 2010
Morgan Stanley Dean Witter 1988 - 2008
Skills
Onboarding, Salesforce.com, Cold Calling, Selling, Direct Sales, Vendor Management, Strategy, SaaS, Account Management, Sales, Sales Process, CRM, Business Development, Solution Selling
Education
Minnesota State University, Mankato 1985 — 1988
Business, Finance, Economics
Naperville North 1980 — 1984
Tahir Dildar's UBS Experience August 2012 - May 2014
Job Lead Information Architect
Industry Financial Services
Experience
JPMorgan Chase & Co. March 2015 - Present
Bank of America June 2014 - March 2015
UBS August 2012 - May 2014
Bank of America Merrill Lynch July 2007 - July 2012
McGraw-Hill Companies February 1997 - July 2007
AT&T Labs, Inc. March 1995 - February 1997
Skills
Master Data Management, Enterprise Architecture, Data Architecture, Customer Data..., Data Governance and..., Reference Data..., Database Design, Data Modeling, TeraData -- FSLDM, Relational Database..., Database Performance, Data Warehousing, Vendor Management, Project Management, SDLC, Databases, Oracle, ETL, Software Project..., Reference Data, Sybase, PL/SQL, SSIS, Microsoft SQL Server, Performance Tuning, Data Quality, RDBMS, Informatica
Education
Mississippi State University 1989 — 1994
Computer Engineering
Punjab University Lahore, Pakistan 1985 — 1987
BS, Math & Physics
JPMorgan Chase & Co. March 2015 - Present
Bank of America June 2014 - March 2015
UBS August 2012 - May 2014
Bank of America Merrill Lynch July 2007 - July 2012
McGraw-Hill Companies February 1997 - July 2007
AT&T Labs, Inc. March 1995 - February 1997
Skills
Master Data Management, Enterprise Architecture, Data Architecture, Customer Data..., Data Governance and..., Reference Data..., Database Design, Data Modeling, TeraData -- FSLDM, Relational Database..., Database Performance, Data Warehousing, Vendor Management, Project Management, SDLC, Databases, Oracle, ETL, Software Project..., Reference Data, Sybase, PL/SQL, SSIS, Microsoft SQL Server, Performance Tuning, Data Quality, RDBMS, Informatica
Education
Mississippi State University 1989 — 1994
Computer Engineering
Punjab University Lahore, Pakistan 1985 — 1987
BS, Math & Physics
Stephen D. Bird's UBS Experience October 2006 - Present
Job Executive Director, Senior Associate General Counsel (Employment Law) at UBS
Industry Financial Services
Experience
UBS October 2006 - Present
Reed Smith LLP January 2005 - October 2006
Epstein Becker & Green, P.C. March 2003 - January 2005
Giordano, Halleran & Ciesla, P.C. September 2000 - March 2003
N.J. Attorney General's Office September 1997 - September 2000
N.J. Superior Court - Appellate Division September 1996 - September 1997
N.J. Office of Administrative Law September 1995 - September 1996
Skills
Litigation, Employment Law, Corporate Governance, Corporate Law, Securities Regulation, Legal Writing, Commercial Litigation
Education
Rutgers University School of Law - Camden 1993 — 1995
J.D., Law
Monmouth University 1989 — 1992
B.S., Chemistry
UBS October 2006 - Present
Reed Smith LLP January 2005 - October 2006
Epstein Becker & Green, P.C. March 2003 - January 2005
Giordano, Halleran & Ciesla, P.C. September 2000 - March 2003
N.J. Attorney General's Office September 1997 - September 2000
N.J. Superior Court - Appellate Division September 1996 - September 1997
N.J. Office of Administrative Law September 1995 - September 1996
Skills
Litigation, Employment Law, Corporate Governance, Corporate Law, Securities Regulation, Legal Writing, Commercial Litigation
Education
Rutgers University School of Law - Camden 1993 — 1995
J.D., Law
Monmouth University 1989 — 1992
B.S., Chemistry
Armond Green's UBS Experience March 2006 - April 2009
Job Claims at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance April 2009 - Present
UBS March 2006 - April 2009
Education
Middle Tennessee State University 2009 — 2011
MBA, Finance
Middle Tennessee State University
BBA, Finance
State Farm Insurance April 2009 - Present
UBS March 2006 - April 2009
Education
Middle Tennessee State University 2009 — 2011
MBA, Finance
Middle Tennessee State University
BBA, Finance
Nick Z's UBS Experience May 2010 - June 2011
Job Sr. Project Manager
Industry Financial Services
Experience
KPMG February 2014 - Present
Wyndham Worldwide March 2013 - December 2013
Credit Suisse August 2012 - January 2013
Citi July 2011 - December 2012
UBS May 2010 - June 2011
Bank of America July 2007 - April 2010
TIAA-CREF 2007 - 2007
WellPoint 2006 - 2007
Core Engineering services September 2001 - January 2005
Skills
Basel II SBO Data..., Project Coordination, Software Project..., Change Management, Business Analysis, PMO, Basel II, SDLC, Credit Risk, Retail Banking, Project Management, Investment Banking, Analysis, Requirements Gathering, Vendor Management
Education
Middlesex University
Information technology with Management, Management and Information Systems
KPMG February 2014 - Present
Wyndham Worldwide March 2013 - December 2013
Credit Suisse August 2012 - January 2013
Citi July 2011 - December 2012
UBS May 2010 - June 2011
Bank of America July 2007 - April 2010
TIAA-CREF 2007 - 2007
WellPoint 2006 - 2007
Core Engineering services September 2001 - January 2005
Skills
Basel II SBO Data..., Project Coordination, Software Project..., Change Management, Business Analysis, PMO, Basel II, SDLC, Credit Risk, Retail Banking, Project Management, Investment Banking, Analysis, Requirements Gathering, Vendor Management
Education
Middlesex University
Information technology with Management, Management and Information Systems
Christina Bicks's UBS Experience July 2013 - August 2013
Job Assistant Director at Savills Studley
Industry Real Estate
Experience
Savills Studley June 2015 - Present
BMO Capital Markets June 2014 - August 2014
UBS July 2013 - August 2013
Locust Wood Capital Advisors June 2013 - July 2013
Education
Middlebury College 2011 — 2015
Bachelor's degree, Economics
Savills Studley June 2015 - Present
BMO Capital Markets June 2014 - August 2014
UBS July 2013 - August 2013
Locust Wood Capital Advisors June 2013 - July 2013
Education
Middlebury College 2011 — 2015
Bachelor's degree, Economics
Duresha Rice's UBS Experience May 2011 - August 2011
Job Staff at Faulkner Mackie & Cochran
Industry Accounting
Experience
Faulkner Mackie & Cochran August 2014 - Present
Faulkner Mackie & Cochran January 2014 - May 2014
Middle Tennessee State University August 2013 - December 2013
Middle Tennessee State University-Accounting Department August 2012 - December 2012
UBS May 2011 - August 2011
Skills
Financial Statement..., Public Sector Accounting, Auditing, Analytical Skills, Organization &..., Data Analysis, Microsoft Word, Microsoft Excel
Education
Middle Tennessee State University 2012 — 2014
Master of Accountancy, Accounting, 3.90/4.00
Middle Tennessee State University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.88/4.00 GPA
Faulkner Mackie & Cochran August 2014 - Present
Faulkner Mackie & Cochran January 2014 - May 2014
Middle Tennessee State University August 2013 - December 2013
Middle Tennessee State University-Accounting Department August 2012 - December 2012
UBS May 2011 - August 2011
Skills
Financial Statement..., Public Sector Accounting, Auditing, Analytical Skills, Organization &..., Data Analysis, Microsoft Word, Microsoft Excel
Education
Middle Tennessee State University 2012 — 2014
Master of Accountancy, Accounting, 3.90/4.00
Middle Tennessee State University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.88/4.00 GPA
Benjamin Trussell's UBS Experience March 2015 - Present
Job Security Specialist: Private Bank Asset Transfer at UBS
Industry Insurance
Experience
UBS March 2015 - Present
Permanent General October 2013 - February 2015
Permanent General July 2013 - October 2013
Permanent General April 2012 - July 2013
Walgreens May 2007 - June 2011
Kroger June 2005 - May 2007
Skills
Bloomberg Terminal, WordPad, Microsoft Word, Microsoft Excel, microsoft powerpoint, Outlook, ImageRight, AS400 system, PowerPoint, Teamwork, Call Centers, Time Management, Data Entry, Retail, Access, Training, Account Reconciliation, Lotus Notes
Education
Middle Tennessee State University 2010 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Middle Tennessee State University 2005 — 2009
Bachelor of Science (BS), Finance, General
UBS March 2015 - Present
Permanent General October 2013 - February 2015
Permanent General July 2013 - October 2013
Permanent General April 2012 - July 2013
Walgreens May 2007 - June 2011
Kroger June 2005 - May 2007
Skills
Bloomberg Terminal, WordPad, Microsoft Word, Microsoft Excel, microsoft powerpoint, Outlook, ImageRight, AS400 system, PowerPoint, Teamwork, Call Centers, Time Management, Data Entry, Retail, Access, Training, Account Reconciliation, Lotus Notes
Education
Middle Tennessee State University 2010 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Middle Tennessee State University 2005 — 2009
Bachelor of Science (BS), Finance, General
Fred McEwen's UBS Experience March 2000 - February 2002
Job Financial Advisor at Valic
Industry Financial Services
Experience
Valic Financial Advisors January 2013 - Present
Fred McEwen Agency March 2004 - November 2008
UBS March 2000 - February 2002
Skills
Financial Modeling, Retirement Planning, Asset Management, Investments, Financial Analysis, Finance, Start-ups, Wealth Management, Financial Advisory, Mutual Funds, Investment Advisory, Strategic Financial..., Asset Allocation, Series 7, IRAs, Securities, Series 63, Financial Planning, Strategic Planning, Retirement
Education
Millsaps College 1985 — 1988
Master of Business Administration (M.B.A.), Finance, General
Jackson State University 1981 — 1982
Bachelor's degree, Chemistry
Tougaloo College 1977 — 1980
Chemistry
South Pike High
High School Diploma
Valic Financial Advisors January 2013 - Present
Fred McEwen Agency March 2004 - November 2008
UBS March 2000 - February 2002
Skills
Financial Modeling, Retirement Planning, Asset Management, Investments, Financial Analysis, Finance, Start-ups, Wealth Management, Financial Advisory, Mutual Funds, Investment Advisory, Strategic Financial..., Asset Allocation, Series 7, IRAs, Securities, Series 63, Financial Planning, Strategic Planning, Retirement
Education
Millsaps College 1985 — 1988
Master of Business Administration (M.B.A.), Finance, General
Jackson State University 1981 — 1982
Bachelor's degree, Chemistry
Tougaloo College 1977 — 1980
Chemistry
South Pike High
High School Diploma
Dimitrius Brown's UBS Experience August 2015 - Present
Job
Industry
Experience
UBS August 2015 - Present
E&J Securities June 2014 - August 2014
Skills
Microsoft Office, Public Speaking, Analysis, Economics, Team Leadership
Education
Middle Tennessee State University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), International Relations and Affairs
UBS August 2015 - Present
E&J Securities June 2014 - August 2014
Skills
Microsoft Office, Public Speaking, Analysis, Economics, Team Leadership
Education
Middle Tennessee State University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), International Relations and Affairs
Anthony Vives's UBS Experience April 2015 - Present
Job UBSSEO Next Gen Leader at UBS
Industry Computer Software
Experience
UBS April 2015 - Present
Education
Monmouth University 2015 — 2019
Bachelor’s Degree, Computer Software Engineering, Freshmen
Weehawken High School 2012 — 2015
UBS April 2015 - Present
Education
Monmouth University 2015 — 2019
Bachelor’s Degree, Computer Software Engineering, Freshmen
Weehawken High School 2012 — 2015
Don Card's UBS Experience August 2013 - August 2013
Job Support Engineer at Innfinity Systems
Industry Computer Software
Experience
Innfinity Systems January 2014 - January 2015
Peak Systems, Inc. January 2012 - November 2013
UBS August 2013 - August 2013
PhotoBin.com August 2012 - February 2013
Cinépolis November 2011 - August 2012
Disability Insurance Services April 2010 - March 2012
Skills
Active Directory, Troubleshooting, Windows Server, Network Administration, Cisco Technologies, VMware, Servers, System Administration, Windows 7, Microsoft Exchange, Network Security, Security, Windows, Computer Hardware, DNS, Microsoft SQL Server, SQL
Education
San Diego Miramar College 2013 — 2016
Computer Science
MiraCosta College 2012 — 2016
Computer Science
Coleman University 2009 — 2011
Certificate in Computer Networking, Computer Networks
Innfinity Systems January 2014 - January 2015
Peak Systems, Inc. January 2012 - November 2013
UBS August 2013 - August 2013
PhotoBin.com August 2012 - February 2013
Cinépolis November 2011 - August 2012
Disability Insurance Services April 2010 - March 2012
Skills
Active Directory, Troubleshooting, Windows Server, Network Administration, Cisco Technologies, VMware, Servers, System Administration, Windows 7, Microsoft Exchange, Network Security, Security, Windows, Computer Hardware, DNS, Microsoft SQL Server, SQL
Education
San Diego Miramar College 2013 — 2016
Computer Science
MiraCosta College 2012 — 2016
Computer Science
Coleman University 2009 — 2011
Certificate in Computer Networking, Computer Networks
Wes Compton's UBS Experience June 2014 - Present
Job Equity Controls Analyst
Industry Financial Services
Experience
UBS June 2014 - Present
Enterprise Rent-A-Car 2012 - 2012
Skills
Customer Service, Sales, Teamwork, Interpersonal Skill, Innovation, Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Management
Education
Middle Tennessee State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
UBS June 2014 - Present
Enterprise Rent-A-Car 2012 - 2012
Skills
Customer Service, Sales, Teamwork, Interpersonal Skill, Innovation, Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Management
Education
Middle Tennessee State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.