UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
UBS List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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UBS Employees
Employee
Years
Job
Industry
Justin Greenstone Justin Greenstone's UBS Experience May 2008 - August 2008
Job Learning Specialist at Grovo
Industry E-Learning
Experience
Grovo March 2015 - Present
Morgan Stanley Wealth Management April 2014 - March 2015
OppenheimerFunds December 2013 - March 2014
Crossover Consulting Group, Inc. August 2013 - November 2013
Felix Calls Inc. January 2013 - March 2013
MEC August 2012 - December 2012
Enterprise Systems Center May 2011 - August 2011
Morgan Stanley May 2011 - August 2011
Rosa Mexicano May 2010 - August 2010
UBS May 2008 - August 2008
Skills
Microsoft Excel, Sales, CRM, Recruiting, Pharmaceutical Industry, Biotechnology, New Business Development, Networking, Social Networking, Social Media, Microsoft Office, PowerPoint, Research, Microsoft Word, Sustainability, Public Speaking, Photoshop, Customer Service, Event Planning, Community Outreach, Account Management, Client Development, Client Profiles, Cold Calling, Financial Analysis, Financial Markets, Wealth Management, Financial Market...
Education
Muhlenberg College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Grovo March 2015 - Present
Morgan Stanley Wealth Management April 2014 - March 2015
OppenheimerFunds December 2013 - March 2014
Crossover Consulting Group, Inc. August 2013 - November 2013
Felix Calls Inc. January 2013 - March 2013
MEC August 2012 - December 2012
Enterprise Systems Center May 2011 - August 2011
Morgan Stanley May 2011 - August 2011
Rosa Mexicano May 2010 - August 2010
UBS May 2008 - August 2008
Skills
Microsoft Excel, Sales, CRM, Recruiting, Pharmaceutical Industry, Biotechnology, New Business Development, Networking, Social Networking, Social Media, Microsoft Office, PowerPoint, Research, Microsoft Word, Sustainability, Public Speaking, Photoshop, Customer Service, Event Planning, Community Outreach, Account Management, Client Development, Client Profiles, Cold Calling, Financial Analysis, Financial Markets, Wealth Management, Financial Market...
Education
Muhlenberg College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Jean Beauvais Jean Beauvais's UBS Experience 1990 - 1996
Job Office Manager at Salem United Church of Christ
Industry Nonprofit Organization Management
Experience
Salem United Church of Christ 1998 - Present
Hauze Management January 2004 - Present
UBS 1990 - 1996
Skills
Administrative..., Office Management, Event Planning, Nonprofits, Microsoft Office, Outlook, Customer Service, Event Management, Microsoft Excel, Office Administration, Microsoft Word, PowerPoint, Data Entry, Community Outreach, Social Media, Administration, Quicken, Financial Operations, Logistics, Wire Transfers, Account Management, English grammar, Windows, Word Processing, Formatting Documents, Online Research
Education
Moraine Valley Community College
Oak Lawn High School
Salem United Church of Christ 1998 - Present
Hauze Management January 2004 - Present
UBS 1990 - 1996
Skills
Administrative..., Office Management, Event Planning, Nonprofits, Microsoft Office, Outlook, Customer Service, Event Management, Microsoft Excel, Office Administration, Microsoft Word, PowerPoint, Data Entry, Community Outreach, Social Media, Administration, Quicken, Financial Operations, Logistics, Wire Transfers, Account Management, English grammar, Windows, Word Processing, Formatting Documents, Online Research
Education
Moraine Valley Community College
Oak Lawn High School
Steve Doll's UBS Experience July 2003 - January 2005
Job Equity Sales Trader at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company June 2010 - Present
FTN Equity Capital Markets February 2005 - February 2010
UBS July 2003 - January 2005
Skills
Equity Trading, Bloomberg, Series 63, Investment Banking, Equities, Equity Research, Electronic Trading, Equity Derivatives, Hedge Funds, Trading, Capital Markets, Securities, Trading Strategies, Sales, Investments, Financial Markets, Trading Systems, ETFs, Mutual Funds, Series 24, Emerging Markets, Options, Structured Products, Proprietary Trading, Asset Management, Prime Brokerage, Equity Valuation, Portfolio Management, Valuation, Traders, Bloomberg Terminal, Series 7, series 55
Education
Muhlenberg College 1999 — 2003
BA, Finance and Economics
Middletown High School South 1995 — 1999
Cowen and Company June 2010 - Present
FTN Equity Capital Markets February 2005 - February 2010
UBS July 2003 - January 2005
Skills
Equity Trading, Bloomberg, Series 63, Investment Banking, Equities, Equity Research, Electronic Trading, Equity Derivatives, Hedge Funds, Trading, Capital Markets, Securities, Trading Strategies, Sales, Investments, Financial Markets, Trading Systems, ETFs, Mutual Funds, Series 24, Emerging Markets, Options, Structured Products, Proprietary Trading, Asset Management, Prime Brokerage, Equity Valuation, Portfolio Management, Valuation, Traders, Bloomberg Terminal, Series 7, series 55
Education
Muhlenberg College 1999 — 2003
BA, Finance and Economics
Middletown High School South 1995 — 1999
Patrick Del Valle Patrick Del Valle's UBS Experience September 2006 - September 2007
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock April 2013 - Present
Morgan Stanley Investment Management September 2007 - April 2013
US Army & NJ National Guard November 1998 - January 2011
UBS September 2006 - September 2007
Prudential Financial 2005 - 2006
Skills
Financial Analysis, Valuation, Internal Audit, Due Diligence, Investments, Accounting, Sarbanes-Oxley Act, Analysis, Internal Controls, Fixed Income, Budgets, Variance Analysis, Strategic Planning, Strategic Financial..., Securities, Leadership, Strategy, Financial Modeling, Financial Reporting, Alternative Investments, Finance, Mutual Funds, Investment Strategies, Risk Management, Asset Management, Corporate Finance, Equities, Financial Planning
Education
Montclair State University 2006 — 2009
MBA, Finance
Montclair State University 2000 — 2004
BlackRock April 2013 - Present
Morgan Stanley Investment Management September 2007 - April 2013
US Army & NJ National Guard November 1998 - January 2011
UBS September 2006 - September 2007
Prudential Financial 2005 - 2006
Skills
Financial Analysis, Valuation, Internal Audit, Due Diligence, Investments, Accounting, Sarbanes-Oxley Act, Analysis, Internal Controls, Fixed Income, Budgets, Variance Analysis, Strategic Planning, Strategic Financial..., Securities, Leadership, Strategy, Financial Modeling, Financial Reporting, Alternative Investments, Finance, Mutual Funds, Investment Strategies, Risk Management, Asset Management, Corporate Finance, Equities, Financial Planning
Education
Montclair State University 2006 — 2009
MBA, Finance
Montclair State University 2000 — 2004
Tom Kelleher Tom Kelleher's UBS Experience April 2014 - Present
Job Investment Advisory
Industry Financial Services
Experience
UBS April 2014 - Present
Bergen Catholic High School June 2013 - March 2014
Bergen Catholic High School June 2009 - March 2014
Bergen Catholic High School September 2012 - June 2013
Bergen Catholic High School September 2011 - August 2012
McMahons Brownstone Ale House November 2007 - May 2012
Bergen Catholic High School September 2009 - June 2011
JPMorgan Chase November 2006 - June 2009
Skills
Higher Education, PowerPoint, Microsoft Excel, Microsoft Office, Teaching, Microsoft Word, Curriculum Development, Research, Public Speaking, Educational Technology, Coaching, Admissions, Classroom, Outlook, Team Building, Investments, Creative Writing, Analysis, Financial Analysis, Student Affairs, Team Leadership, Sports Marketing, Social Networking, Educational Leadership, Curriculum Design, Social Media, Sports, Marketing, Sports Management, Tutoring, Event Planning, Data Analysis
Education
Saint Peters University 2012 — 2014
Master of Education (MEd), Educational Leadership and Administration, General
Muhlenberg College 2002 — 2006
BS, Business Administration
Ridge High Schoiol
UBS April 2014 - Present
Bergen Catholic High School June 2013 - March 2014
Bergen Catholic High School June 2009 - March 2014
Bergen Catholic High School September 2012 - June 2013
Bergen Catholic High School September 2011 - August 2012
McMahons Brownstone Ale House November 2007 - May 2012
Bergen Catholic High School September 2009 - June 2011
JPMorgan Chase November 2006 - June 2009
Skills
Higher Education, PowerPoint, Microsoft Excel, Microsoft Office, Teaching, Microsoft Word, Curriculum Development, Research, Public Speaking, Educational Technology, Coaching, Admissions, Classroom, Outlook, Team Building, Investments, Creative Writing, Analysis, Financial Analysis, Student Affairs, Team Leadership, Sports Marketing, Social Networking, Educational Leadership, Curriculum Design, Social Media, Sports, Marketing, Sports Management, Tutoring, Event Planning, Data Analysis
Education
Saint Peters University 2012 — 2014
Master of Education (MEd), Educational Leadership and Administration, General
Muhlenberg College 2002 — 2006
BS, Business Administration
Ridge High Schoiol
Janet A. Lemnell's UBS Experience August 2007 - August 2013
Job Authorized Officer Client Onboarding Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2015 - Present
Cumberland Trust and Investment Company August 2014 - August 2015
Cumberland Trust & Investment Company July 2014 - August 2014
Cumberland Trust August 2013 - July 2014
UBS August 2007 - August 2013
UBS March 2000 - August 2007
JC Bradford September 1997 - March 2000
Skills
Micro Soft Office..., Organizing, Communicating, Series 7, Series 63, Uniform Combined State..., Training, Stocks, Finance, Internal Audit, Analysis, Analytical Skills, CRM, Employee Benefits, Leadership, Management, Customer Service, Asset, Risk Management, Financial Services
Education
Montana State University-Bozeman 1990 — 1993
Computer Science
UBS Wealth Management September 2015 - Present
Cumberland Trust and Investment Company August 2014 - August 2015
Cumberland Trust & Investment Company July 2014 - August 2014
Cumberland Trust August 2013 - July 2014
UBS August 2007 - August 2013
UBS March 2000 - August 2007
JC Bradford September 1997 - March 2000
Skills
Micro Soft Office..., Organizing, Communicating, Series 7, Series 63, Uniform Combined State..., Training, Stocks, Finance, Internal Audit, Analysis, Analytical Skills, CRM, Employee Benefits, Leadership, Management, Customer Service, Asset, Risk Management, Financial Services
Education
Montana State University-Bozeman 1990 — 1993
Computer Science
Bartosz Ciszkowski Bartosz Ciszkowski's UBS Experience April 2011 - December 2014
Job Business & Financial Analyst
Industry Financial Services
Experience
UBS April 2011 - December 2014
GFI Group March 2007 - April 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, GL Wand (Oracle data..., SAT (cost analysis..., Oracle Financial..., Essbase (GCRS data..., Optima (invoice coding..., Account Reconciliation, Accounting, Analysis, PowerPoint, Finance, Variance Analysis, Management, Essbase, Financial Forecasting, GAAP
Education
Montclair State University 2005 — 2007
Bachelor of Science, Concentration – Accounting & Finance
CPA Candidate
UBS April 2011 - December 2014
GFI Group March 2007 - April 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, GL Wand (Oracle data..., SAT (cost analysis..., Oracle Financial..., Essbase (GCRS data..., Optima (invoice coding..., Account Reconciliation, Accounting, Analysis, PowerPoint, Finance, Variance Analysis, Management, Essbase, Financial Forecasting, GAAP
Education
Montclair State University 2005 — 2007
Bachelor of Science, Concentration – Accounting & Finance
CPA Candidate
Mark Bacigalupo, CFP® Mark Bacigalupo, CFP®'s UBS Experience 2006 - Present
Job First Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS 2006 - Present
Piper Jaffray 1991 - 2006
Burlington Northern RR 1980 - 1991
Education
Montana State University-Bozeman 1977 — 1980
B.S., Business Management
Park Highschool
UBS 2006 - Present
Piper Jaffray 1991 - 2006
Burlington Northern RR 1980 - 1991
Education
Montana State University-Bozeman 1977 — 1980
B.S., Business Management
Park Highschool
Andy Pace Andy Pace's UBS Experience February 2002 - February 2003
Job Energy Meteorologist
Industry Utilities
Experience
Inertia Power, LP July 2015 - Present
Total Gas and Power November 2007 - August 2014
Direct Energy May 2003 - November 2007
UBS February 2002 - February 2003
Enron North America June 2000 - December 2001
National Weather Service March 1999 - June 2000
AccuWeather, Inc. June 1995 - March 1999
Skills
Forecasting, Natural Gas, Commodity Markets, Weather, Energy Markets, Energy, Analysis, Risk Management, Commodity, Renewable Energy, Gas, Weather Forecasting, Trading, Meteorology, Contract Negotiation, Oil/Gas, Wind, Data Analysis, Financial Forecasting, Environmental Awareness, Solar Energy, Due Diligence, Hedging, Climate Change, Energy Industry, Climate, Remote Sensing
Education
State University of New York College at Brockport 1992 — 1994
Bachelor of Science and Meteorology, Meteorology
Monroe Community College 1990 — 1992
Associates Degree (Business Administration), Business Administration
Inertia Power, LP July 2015 - Present
Total Gas and Power November 2007 - August 2014
Direct Energy May 2003 - November 2007
UBS February 2002 - February 2003
Enron North America June 2000 - December 2001
National Weather Service March 1999 - June 2000
AccuWeather, Inc. June 1995 - March 1999
Skills
Forecasting, Natural Gas, Commodity Markets, Weather, Energy Markets, Energy, Analysis, Risk Management, Commodity, Renewable Energy, Gas, Weather Forecasting, Trading, Meteorology, Contract Negotiation, Oil/Gas, Wind, Data Analysis, Financial Forecasting, Environmental Awareness, Solar Energy, Due Diligence, Hedging, Climate Change, Energy Industry, Climate, Remote Sensing
Education
State University of New York College at Brockport 1992 — 1994
Bachelor of Science and Meteorology, Meteorology
Monroe Community College 1990 — 1992
Associates Degree (Business Administration), Business Administration
Stenbeck Jim Stenbeck Jim's UBS Experience 2006 - 2008
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2008 - Present
UBS 2006 - 2008
Piper Jaffray 1992 - 2006
Education
Montana Tech of the University of Montana 1989 — 1992
BS, Business & Technology
Edward Jones 2008 - Present
UBS 2006 - 2008
Piper Jaffray 1992 - 2006
Education
Montana Tech of the University of Montana 1989 — 1992
BS, Business & Technology
Jose Guerrero Jose Guerrero's UBS Experience February 2012 - Present
Job Director of Strategic Financial Planning and Analysis
Industry Financial Services
Experience
UBS February 2012 - Present
UBS March 2010 - February 2012
UBS July 2006 - March 2010
Bassini Playfair Wright January 2005 - July 2006
Prudential Financial July 2002 - December 2004
Deloitte September 1999 - July 2002
Skills
Strategic Financial..., Analysis, Financial Analysis, Financial Reporting, Internal Controls, Auditing, Accounting, Financial Modeling, Corporate Finance, Financial Services, Finance, Wealth Management, Business Analysis, Forecasting, Valuation, Variance Analysis, Cash Flow, US GAAP, Business Process..., Business Valuation, Strategy, Due Diligence, Financial Planning
Education
Montclair State University 1996 — 1999
Bachelor of Science (BS), Accounting
Rowan University 1994 — 1995
Accounting and Finance
UBS February 2012 - Present
UBS March 2010 - February 2012
UBS July 2006 - March 2010
Bassini Playfair Wright January 2005 - July 2006
Prudential Financial July 2002 - December 2004
Deloitte September 1999 - July 2002
Skills
Strategic Financial..., Analysis, Financial Analysis, Financial Reporting, Internal Controls, Auditing, Accounting, Financial Modeling, Corporate Finance, Financial Services, Finance, Wealth Management, Business Analysis, Forecasting, Valuation, Variance Analysis, Cash Flow, US GAAP, Business Process..., Business Valuation, Strategy, Due Diligence, Financial Planning
Education
Montclair State University 1996 — 1999
Bachelor of Science (BS), Accounting
Rowan University 1994 — 1995
Accounting and Finance
Tara Lynn Casey Tara Lynn Casey's UBS Experience March 2012 - July 2014
Job Director Complex Administrative Manager
Industry Financial Services
Experience
UBS Financial Services Inc July 2014 - Present
UBS March 2012 - July 2014
Morgan Stanley (Smith Barney) April 2009 - March 2012
Smith Barney March 2005 - April 2009
UBS September 2004 - March 2005
Citi Smith Barney April 2003 - September 2004
Salomon Smith Barney Inc. September 1998 - April 2003
Skills
Series 7, Series 63
Education
Nassau Community College 1993 — 1994
Criminal Justice and Corrections
Nassau Community College 1993 — 1994
Foreign Languages and Literatures, General
UBS Financial Services Inc July 2014 - Present
UBS March 2012 - July 2014
Morgan Stanley (Smith Barney) April 2009 - March 2012
Smith Barney March 2005 - April 2009
UBS September 2004 - March 2005
Citi Smith Barney April 2003 - September 2004
Salomon Smith Barney Inc. September 1998 - April 2003
Skills
Series 7, Series 63
Education
Nassau Community College 1993 — 1994
Criminal Justice and Corrections
Nassau Community College 1993 — 1994
Foreign Languages and Literatures, General
Doug Maul's UBS Experience November 2001 - April 2004
Job Senior Security Engineer at Imperva/Skyfence
Industry Information Technology and Services
Experience
Skyfence March 2015 - Present
Varonis July 2013 - March 2015
Dell August 2007 - June 2013
Dell August 2007 - December 2012
Gold Coast Semiconductor Inc. November 2006 - May 2007
SunGard November 2004 - November 2006
UBS November 2001 - April 2004
Cablevision November 2000 - November 2001
Skills
Backup & Restore, Storage Area Networks, Cloud Computing, Dell PowerEdge Servers, Script Logic, Dell Computers, Active Directory, Microsoft Exchange, SharePoint, Microsoft SQL Server, Professional Services, IT Security Best..., Network Administration, Server Administration, Server Architecture, Virtualization, Identity Management, Access Control, Application Migrations, Data Migration, System Migration, Citrix, Windows 7, Disaster Recovery, VMware, VDI, Servers, Data Center, VMware ESX, Hyper-V, vSphere, VMware Infrastructure, Cluster, Enterprise Software
Education
New York Institute of Technology-Old Westbury 2002 — 2004
Metabolic Science
Nassau Community College 1994 — 1999
Associate of Arts and Sciences (AAS), Business, Management, Marketing, and Related Support Services
Skyfence March 2015 - Present
Varonis July 2013 - March 2015
Dell August 2007 - June 2013
Dell August 2007 - December 2012
Gold Coast Semiconductor Inc. November 2006 - May 2007
SunGard November 2004 - November 2006
UBS November 2001 - April 2004
Cablevision November 2000 - November 2001
Skills
Backup & Restore, Storage Area Networks, Cloud Computing, Dell PowerEdge Servers, Script Logic, Dell Computers, Active Directory, Microsoft Exchange, SharePoint, Microsoft SQL Server, Professional Services, IT Security Best..., Network Administration, Server Administration, Server Architecture, Virtualization, Identity Management, Access Control, Application Migrations, Data Migration, System Migration, Citrix, Windows 7, Disaster Recovery, VMware, VDI, Servers, Data Center, VMware ESX, Hyper-V, vSphere, VMware Infrastructure, Cluster, Enterprise Software
Education
New York Institute of Technology-Old Westbury 2002 — 2004
Metabolic Science
Nassau Community College 1994 — 1999
Associate of Arts and Sciences (AAS), Business, Management, Marketing, and Related Support Services
Kim Berney-Brooke's UBS Experience April 2012 - April 2014
Job Vendor Risk Management Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP April 2014 - Present
UBS April 2012 - April 2014
AXA Equitable 2008 - 2012
AXA Equitable 2005 - 2008
AXA Equitable 2003 - 2005
Skills
Negotiation, Supplier Diversity, Strategic Planning, Market Analysis, Supplier Management, Category Management, Category Analysis, Process Efficiencies, Change Management, Presentation Development, Training Skills, Corporate Social..., Risk Analysis, Supply Management, Management, Vendor Management, Training, Data Analysis, Sourcing, Risk Management, Leadership, Strategic Sourcing, Contract Management, Business Process, Program Management, Outsourcing, Procurement, Analysis, Business Process..., Process Improvement, Cross-functional Team..., Strategy, Business Analysis, Relationship Management, Project Management, Contract Negotiation, Six Sigma, Performance Management, Operations Management, Management Consulting, Financial Services
Education
Mount Holyoke College 1992 — 1996
BA
Bloomberg LP April 2014 - Present
UBS April 2012 - April 2014
AXA Equitable 2008 - 2012
AXA Equitable 2005 - 2008
AXA Equitable 2003 - 2005
Skills
Negotiation, Supplier Diversity, Strategic Planning, Market Analysis, Supplier Management, Category Management, Category Analysis, Process Efficiencies, Change Management, Presentation Development, Training Skills, Corporate Social..., Risk Analysis, Supply Management, Management, Vendor Management, Training, Data Analysis, Sourcing, Risk Management, Leadership, Strategic Sourcing, Contract Management, Business Process, Program Management, Outsourcing, Procurement, Analysis, Business Process..., Process Improvement, Cross-functional Team..., Strategy, Business Analysis, Relationship Management, Project Management, Contract Negotiation, Six Sigma, Performance Management, Operations Management, Management Consulting, Financial Services
Education
Mount Holyoke College 1992 — 1996
BA
Jason Uthe Jason Uthe's UBS Experience June 1999 - July 2000
Job Director of Finance I Manufacturing I TWG, A Dover Company
Industry Oil & Energy
Experience
TWG, A Dover company July 2014 - Present
Procter & Gamble August 2012 - July 2014
Procter & Gamble August 2010 - August 2012
Procter & Gamble June 2008 - August 2010
Procter & Gamble January 2006 - June 2008
Western & Southern Financial Group June 2004 - January 2006
Western & Southern Financial Group August 2002 - June 2004
Western & Southern Financial Group July 2000 - August 2002
UBS June 1999 - July 2000
Skills
Financial Analysis, Strategy, Financial Reporting, Financial Forecasting, Strategic Financial..., Internal Controls, Process Improvement, Finance, Leadership, Pharmaceutical Industry, Financial Modeling, Consumer Products, Cross-functional Team..., Mergers & Acquisitions, P&L Management, Cost Accounting, Accounting, Financial Systems, Business Planning, Internal Audit, Competitive Analysis, Cost Management, Project Management, Divestitures, Corporate Finance, Pricing, Investments, Forecasting, Management, Financial Planning
Education
University of Cincinnati
Master's Degree, Accounting
Xavier University
Master of Business Administration (M.B.A.), Finance
University of Cincinnati 1994 — 1999
Bachelor's Degree, International Business
Nagoya University 1998 — 1998
International Exchange, Japan
TWG, A Dover company July 2014 - Present
Procter & Gamble August 2012 - July 2014
Procter & Gamble August 2010 - August 2012
Procter & Gamble June 2008 - August 2010
Procter & Gamble January 2006 - June 2008
Western & Southern Financial Group June 2004 - January 2006
Western & Southern Financial Group August 2002 - June 2004
Western & Southern Financial Group July 2000 - August 2002
UBS June 1999 - July 2000
Skills
Financial Analysis, Strategy, Financial Reporting, Financial Forecasting, Strategic Financial..., Internal Controls, Process Improvement, Finance, Leadership, Pharmaceutical Industry, Financial Modeling, Consumer Products, Cross-functional Team..., Mergers & Acquisitions, P&L Management, Cost Accounting, Accounting, Financial Systems, Business Planning, Internal Audit, Competitive Analysis, Cost Management, Project Management, Divestitures, Corporate Finance, Pricing, Investments, Forecasting, Management, Financial Planning
Education
University of Cincinnati
Master's Degree, Accounting
Xavier University
Master of Business Administration (M.B.A.), Finance
University of Cincinnati 1994 — 1999
Bachelor's Degree, International Business
Nagoya University 1998 — 1998
International Exchange, Japan
Andre Sigismondo Andre Sigismondo's UBS Experience October 2013 - Present
Job Client Resolution Specialist at UBS
Industry Financial Services
Experience
UBS October 2013 - Present
Otteau Valuation Group, Inc. September 2012 - September 2013
Morgan Stanley February 2012 - September 2012
E*TRADE Financial November 2011 - January 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Customer Service, Microsoft Word
Education
Montclair State University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
UBS October 2013 - Present
Otteau Valuation Group, Inc. September 2012 - September 2013
Morgan Stanley February 2012 - September 2012
E*TRADE Financial November 2011 - January 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Customer Service, Microsoft Word
Education
Montclair State University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Karley Carrino Karley Carrino's UBS Experience October 2014 - Present
Job Business Analyst at UBS
Industry Financial Services
Experience
UBS October 2014 - Present
UBS December 2013 - October 2014
UBS August 2011 - December 2013
UBS Wealth Management March 2010 - August 2011
Northwestern Mutual August 2007 - March 2010
Skills
Series 6, Series 63, Life & Health Insurance..., Mutual Funds, Fixed Annuities, Talent Management, Project Management, Training Delivery, Business Analysis, Variable Annuities, Life Insurance, Insurance, Training
Education
Montclair State University 2000 — 2005
Bachelor of Arts (BA), English, Minor in Psychology
UBS October 2014 - Present
UBS December 2013 - October 2014
UBS August 2011 - December 2013
UBS Wealth Management March 2010 - August 2011
Northwestern Mutual August 2007 - March 2010
Skills
Series 6, Series 63, Life & Health Insurance..., Mutual Funds, Fixed Annuities, Talent Management, Project Management, Training Delivery, Business Analysis, Variable Annuities, Life Insurance, Insurance, Training
Education
Montclair State University 2000 — 2005
Bachelor of Arts (BA), English, Minor in Psychology
Jonathan Beck Jonathan Beck's UBS Experience August 2013 - March 2014
Job Product Manager and Supervisory Analyst at a midsized investment bank
Industry Investment Banking
Experience
Mid-sized investment bank July 2015 - Present
T3 Trading Group, LLC February 2015 - July 2015
J. Beck Investments July 2012 - July 2015
UBS August 2013 - March 2014
UBS Wealth Management 2007 - 2012
UBS Wealth Management 2006 - 2007
UBS Investment Bank 2002 - 2006
ABN AMRO Bank N.V. 2001 - 2001
UBS Investment Bank 2000 - 2001
Skills
Microsoft Excel, Technical Analysis, Portfolio Management, ETFs, Commodity Markets, Stock Picking, Excellent written &..., Strong PC background..., Experienced user of..., Series 7, 16, 63, 86,..., Level 3 CMT candidate, Equities, Investments, Fixed Income, Commodity, Wealth Management, Series 7, Financial Markets, Risk Management, Bloomberg, Investment Banking, Equity Research, Valuation, Financial Advisory, Analysis, Emerging Markets, Hedge Funds, Energy Derivatives, Investment Strategies, Capital Markets, Alternative Investments, Financial Modeling, Securities, Equity Valuation, Series 24, Asset Allocation, Derivatives, Finance, Investment Management, Options
Education
Montclair State University 1993 — 1996
Bachelor's degree, Finance, General
Mid-sized investment bank July 2015 - Present
T3 Trading Group, LLC February 2015 - July 2015
J. Beck Investments July 2012 - July 2015
UBS August 2013 - March 2014
UBS Wealth Management 2007 - 2012
UBS Wealth Management 2006 - 2007
UBS Investment Bank 2002 - 2006
ABN AMRO Bank N.V. 2001 - 2001
UBS Investment Bank 2000 - 2001
Skills
Microsoft Excel, Technical Analysis, Portfolio Management, ETFs, Commodity Markets, Stock Picking, Excellent written &..., Strong PC background..., Experienced user of..., Series 7, 16, 63, 86,..., Level 3 CMT candidate, Equities, Investments, Fixed Income, Commodity, Wealth Management, Series 7, Financial Markets, Risk Management, Bloomberg, Investment Banking, Equity Research, Valuation, Financial Advisory, Analysis, Emerging Markets, Hedge Funds, Energy Derivatives, Investment Strategies, Capital Markets, Alternative Investments, Financial Modeling, Securities, Equity Valuation, Series 24, Asset Allocation, Derivatives, Finance, Investment Management, Options
Education
Montclair State University 1993 — 1996
Bachelor's degree, Finance, General
Jim Onkst's UBS Experience May 2009 - Present
Job Vice President Investments at UBS
Industry Financial Services
Experience
UBS May 2009 - Present
Education
Western Kentucky University 1980 — 1982
M.A., Vocational Business Education
Murray State University 1969 — 1973
B.S., Industrial Technology
UBS May 2009 - Present
Education
Western Kentucky University 1980 — 1982
M.A., Vocational Business Education
Murray State University 1969 — 1973
B.S., Industrial Technology
Steve Rudolph Steve Rudolph's UBS Experience July 2014 - Present
Job Executive Director Head of Field Operations, Supervision and Risk at UBS Wealth Management
Industry Financial Services
Experience
UBS July 2014 - Present
UBS Wealth Management March 2013 - July 2014
UBS Wealth Management May 2012 - March 2013
Barclays Wealth March 2012 - April 2012
Merrill Lynch March 2011 - January 2012
Merrill Lynch/Bank of America June 2007 - March 2011
Merrill Lynch March 2006 - June 2007
Data Communiqué International April 2003 - March 2006
Merrill Lynch April 2001 - April 2003
Merrill Lynch May 2000 - April 2001
Skills
Six Sigma, Process Improvement, Customer Relations, Customer Experience, Metrics, Data Analysis, Program Management, Quality Assurance, Change Management, Project Execution, Mentoring, Business Relationship...
Education
Montclair State University 1990 — 1994
BS, Business, Accounting
UBS July 2014 - Present
UBS Wealth Management March 2013 - July 2014
UBS Wealth Management May 2012 - March 2013
Barclays Wealth March 2012 - April 2012
Merrill Lynch March 2011 - January 2012
Merrill Lynch/Bank of America June 2007 - March 2011
Merrill Lynch March 2006 - June 2007
Data Communiqué International April 2003 - March 2006
Merrill Lynch April 2001 - April 2003
Merrill Lynch May 2000 - April 2001
Skills
Six Sigma, Process Improvement, Customer Relations, Customer Experience, Metrics, Data Analysis, Program Management, Quality Assurance, Change Management, Project Execution, Mentoring, Business Relationship...
Education
Montclair State University 1990 — 1994
BS, Business, Accounting
Frank Malandruccolo Frank Malandruccolo's UBS Experience May 2012 - August 2012
Job Attended Muhlenberg College
Industry Financial Services
Experience
Droga5 August 2013 - Present
UBS May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Research, PowerPoint, Event Planning, Customer Service
Education
Muhlenberg College 2009 — 2013
Bachelor's degree, Finance, General
Droga5 August 2013 - Present
UBS May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Research, PowerPoint, Event Planning, Customer Service
Education
Muhlenberg College 2009 — 2013
Bachelor's degree, Finance, General
Jennifer Parziale's UBS Experience January 2000 - December 2006
Job Financial Analyst at Sprint
Industry Telecommunications
Experience
Virgin Mobile USA August 2010 - Present
Virgin Mobile USA January 2007 - August 2010
UBS January 2000 - December 2006
Skills
Vendor Management, Forecasting, Cross-functional Team..., Process Improvement, Financial Analysis, Leadership, PeopleSoft, Product Management, Competitive Analysis, Business Analysis, Analysis, Vendor Contracts, Vendor Finance, Revenue Assurance, Accounting, SAP BPC, Unix, Organizational..., Executive Support, Team Building, Telecommunications, Wireless Networking, Mobile Data Services, Oracle SQL Developer
Education
Montclair State University 2003 — 2006
New Jersey City University 1999 — 2003
Computer Science, Business
Virgin Mobile USA August 2010 - Present
Virgin Mobile USA January 2007 - August 2010
UBS January 2000 - December 2006
Skills
Vendor Management, Forecasting, Cross-functional Team..., Process Improvement, Financial Analysis, Leadership, PeopleSoft, Product Management, Competitive Analysis, Business Analysis, Analysis, Vendor Contracts, Vendor Finance, Revenue Assurance, Accounting, SAP BPC, Unix, Organizational..., Executive Support, Team Building, Telecommunications, Wireless Networking, Mobile Data Services, Oracle SQL Developer
Education
Montclair State University 2003 — 2006
New Jersey City University 1999 — 2003
Computer Science, Business
Mirko Joldzic Mirko Joldzic's UBS Experience November 2013 - Present
Job Director Offshore Funds Product Manager at UBS
Industry Financial Services
Experience
UBS November 2013 - Present
Barclays Wealth and Investment Management April 2013 - November 2013
JPMorgan Asset Management November 2011 - April 2013
Merrill Lynch March 2009 - November 2011
Merrill Lynch March 2004 - March 2009
Skills
Strategic Planning, Series 7, Product Development, Mutual Funds, Investments, Fixed Income, Equities, Asset Managment, Asset Management, Alternative Investments, Asset Allocation, Portfolio Management, Hedge Funds, Investment Strategies
Education
Montclair State University 2003 — 2006
B.S., Business Administration; concentration in Finance
UBS November 2013 - Present
Barclays Wealth and Investment Management April 2013 - November 2013
JPMorgan Asset Management November 2011 - April 2013
Merrill Lynch March 2009 - November 2011
Merrill Lynch March 2004 - March 2009
Skills
Strategic Planning, Series 7, Product Development, Mutual Funds, Investments, Fixed Income, Equities, Asset Managment, Asset Management, Alternative Investments, Asset Allocation, Portfolio Management, Hedge Funds, Investment Strategies
Education
Montclair State University 2003 — 2006
B.S., Business Administration; concentration in Finance
Valerie Snuffer Valerie Snuffer's UBS Experience 1999 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Farmers Insurance and Financial Solutions September 2014 - Present
UBS 1999 - 2013
J. C. Bradford 1999 - 2000
First National Bank and Trust 1995 - 1997
Fort Riley National Bank 1992 - 1995
United National Bank 1988 - 1991
Skills
Credit Risk, Margin, Securities Lending, Management, Fixed Income, Financial Services, Equities, Securities, Mutual Funds, Investment Banking, Alternative Investments, Derivatives, Bloomberg, Risk Management, Bonds, Financial Modeling, Hedge Funds, Private Equity, Series 63, Finance
Education
Mountain State University 1988 — 1989
Business Administration and Management, General
Parkersburg High School
Woodrow Wilson High School
Farmers Insurance and Financial Solutions September 2014 - Present
UBS 1999 - 2013
J. C. Bradford 1999 - 2000
First National Bank and Trust 1995 - 1997
Fort Riley National Bank 1992 - 1995
United National Bank 1988 - 1991
Skills
Credit Risk, Margin, Securities Lending, Management, Fixed Income, Financial Services, Equities, Securities, Mutual Funds, Investment Banking, Alternative Investments, Derivatives, Bloomberg, Risk Management, Bonds, Financial Modeling, Hedge Funds, Private Equity, Series 63, Finance
Education
Mountain State University 1988 — 1989
Business Administration and Management, General
Parkersburg High School
Woodrow Wilson High School
Jesse Levy's UBS Experience August 2013 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS August 2013 - Present
Merrill Lynch April 2011 - August 2013
SEI Investments November 2003 - April 2011
Vanguard 1997 - 2003
Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Securities, Series 63, Series 7, Asset Allocation, Investment Strategies, Asset Managment
Education
Muhlenberg College 1992 — 1996
BS, Economics (Finance)/Accounting
Marjory Stoneman Douglas High School 1990 — 1992
UBS August 2013 - Present
Merrill Lynch April 2011 - August 2013
SEI Investments November 2003 - April 2011
Vanguard 1997 - 2003
Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Securities, Series 63, Series 7, Asset Allocation, Investment Strategies, Asset Managment
Education
Muhlenberg College 1992 — 1996
BS, Economics (Finance)/Accounting
Marjory Stoneman Douglas High School 1990 — 1992
Jacob Ferrell's UBS Experience February 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
UBS February 2015 - Present
Fleet One February 2013 - Present
Volunteer Resource Group 2011 - Present
Petroleum Equipment Company June 2007 - August 2011
Holiday Inn Select January 2008 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Social Networking, Customer Service, Sales, Data Entry, Teamwork, Telephone Skills, Customer Satisfaction, Cold Calling, Salesforce.com, Logistics, Facebook, Email Marketing, Direct Sales, Selling
Education
University of Tennessee-Knoxville 2008 — 2012
Bachelor of Science (BS), Mass Communication/Media Studies
Murray State University 2008 — 2009
UBS February 2015 - Present
Fleet One February 2013 - Present
Volunteer Resource Group 2011 - Present
Petroleum Equipment Company June 2007 - August 2011
Holiday Inn Select January 2008 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Social Networking, Customer Service, Sales, Data Entry, Teamwork, Telephone Skills, Customer Satisfaction, Cold Calling, Salesforce.com, Logistics, Facebook, Email Marketing, Direct Sales, Selling
Education
University of Tennessee-Knoxville 2008 — 2012
Bachelor of Science (BS), Mass Communication/Media Studies
Murray State University 2008 — 2009
Chelsey Waldron's UBS Experience January 2014 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS January 2014 - Present
Edelman June 2013 - December 2013
Edelman September 2011 - June 2013
The Hillside School January 2011 - May 2011
Pershing LLC June 2010 - August 2010
UBS June 2009 - August 2009
Skills
Editing, Grant Writing, Press Releases, Media Relations, Facebook, Social Media, Public Relations, Cision, Social Media Marketing, Recruiting, Event Planning, Strategic Communications, Event Management, Publicity
Education
Muhlenberg College 2007 — 2011
Bachelor of Arts, Economics and Media Communications
Kinnelon High School 2003 — 2007
UBS January 2014 - Present
Edelman June 2013 - December 2013
Edelman September 2011 - June 2013
The Hillside School January 2011 - May 2011
Pershing LLC June 2010 - August 2010
UBS June 2009 - August 2009
Skills
Editing, Grant Writing, Press Releases, Media Relations, Facebook, Social Media, Public Relations, Cision, Social Media Marketing, Recruiting, Event Planning, Strategic Communications, Event Management, Publicity
Education
Muhlenberg College 2007 — 2011
Bachelor of Arts, Economics and Media Communications
Kinnelon High School 2003 — 2007
Michael P Utley's UBS Experience 1996 - 2004
Job President / Founder at Struckbylightning.org
Industry Public Safety
Experience
Struckbylightning.org January 2004 - Present
UBS 1996 - 2004
Rene L Poyant Inc. 1991 - 1996
Skills
Strategic Planning, Public Speaking, Non-profits, Teaching, Community Outreach, Project Management, Public Relations, Nonprofits, Entrepreneurship, Leadership Development, Proposal Writing, Change Management, Team Building, Program Management, Leadership, Government, Policy
Education
Moravian College 1970 — 1974
BA, Psychology
Struckbylightning.org January 2004 - Present
UBS 1996 - 2004
Rene L Poyant Inc. 1991 - 1996
Skills
Strategic Planning, Public Speaking, Non-profits, Teaching, Community Outreach, Project Management, Public Relations, Nonprofits, Entrepreneurship, Leadership Development, Proposal Writing, Change Management, Team Building, Program Management, Leadership, Government, Policy
Education
Moravian College 1970 — 1974
BA, Psychology
Dustin Jackson's UBS Experience May 2006 - August 2006
Job Enterprise System Engineer at CommVault
Industry Information Technology and Services
Experience
CommVault April 2014 - Present
CommVault 2013 - 2014
EMC 2012 - 2013
EMC March 2010 - August 2012
Goldman Sachs July 2007 - April 2009
UBS May 2006 - August 2006
Northeast Utilities May 2005 - August 2005
Fidelity Investments June 2004 - August 2004
Skills
Perl, Solaris, Linux, Mac OS X, AIX, Operating Systems, Microsoft Office, Putty, Unix, C++, OS X
Education
Tuck School of Business at Dartmouth 2007 — 2007
Bridge Program, Business Administration
Morehouse College 2003 — 2007
B.S, Computer Science
Sponsors for Educational Opportunity
CommVault April 2014 - Present
CommVault 2013 - 2014
EMC 2012 - 2013
EMC March 2010 - August 2012
Goldman Sachs July 2007 - April 2009
UBS May 2006 - August 2006
Northeast Utilities May 2005 - August 2005
Fidelity Investments June 2004 - August 2004
Skills
Perl, Solaris, Linux, Mac OS X, AIX, Operating Systems, Microsoft Office, Putty, Unix, C++, OS X
Education
Tuck School of Business at Dartmouth 2007 — 2007
Bridge Program, Business Administration
Morehouse College 2003 — 2007
B.S, Computer Science
Sponsors for Educational Opportunity
Manish Sinha Manish Sinha's UBS Experience March 2012 - July 2014
Job Chief Information Officer at ANSYS, Inc.
Industry Information Technology and Services
Experience
ANSYS, Inc. October 2014 - Present
Pelican Brown Pte Ltd April 2014 - August 2015
Mirus Global October 2014 - July 2015
UBS March 2012 - July 2014
OneWorld Connections October 2011 - February 2012
Yahoo! October 2009 - February 2012
WinWire Inc. April 2007 - December 2011
Microsoft Corporation July 2007 - October 2009
MyChalkTalk Inc. September 2007 - March 2009
Microsoft Corporation November 2003 - July 2007
Skills
Customer Experience, Customer Service, Customer Retention, Cross-functional Team..., Strategy, Management, Process Improvement, Professional Services, CRM, Business Intelligence, Leadership, Team Leadership, Outsourcing, Call Centers, Business Development, Customer Satisfaction, Technical Support, Vendor Management, Consulting, Operations Management, Program Management, Business Process, Project Management, E-commerce, Product Marketing, SaaS, Cloud Computing, Enterprise Software, Start-ups, Change Management, Solution Selling, Software Development, SDLC, Team Building, Analysis, IT Strategy, Product Management, Product Development, IT Management, Strategic Partnerships, Business Analysis, Talent Management, Business Process..., Team Management
Education
Singapore Management University 2004 — 2004
General Management Certificate, Organizational Leadership
University of Oregon 1996 — 1998
MBA, Executive MBA
University of Oregon - Charles H. Lundquist College of Business 1996 — 1998
Executive MBA
Motilal Nehru National Institute Of Technology 1984 — 1988
Bachelor of Science (BS), Computer Science
ANSYS, Inc. October 2014 - Present
Pelican Brown Pte Ltd April 2014 - August 2015
Mirus Global October 2014 - July 2015
UBS March 2012 - July 2014
OneWorld Connections October 2011 - February 2012
Yahoo! October 2009 - February 2012
WinWire Inc. April 2007 - December 2011
Microsoft Corporation July 2007 - October 2009
MyChalkTalk Inc. September 2007 - March 2009
Microsoft Corporation November 2003 - July 2007
Skills
Customer Experience, Customer Service, Customer Retention, Cross-functional Team..., Strategy, Management, Process Improvement, Professional Services, CRM, Business Intelligence, Leadership, Team Leadership, Outsourcing, Call Centers, Business Development, Customer Satisfaction, Technical Support, Vendor Management, Consulting, Operations Management, Program Management, Business Process, Project Management, E-commerce, Product Marketing, SaaS, Cloud Computing, Enterprise Software, Start-ups, Change Management, Solution Selling, Software Development, SDLC, Team Building, Analysis, IT Strategy, Product Management, Product Development, IT Management, Strategic Partnerships, Business Analysis, Talent Management, Business Process..., Team Management
Education
Singapore Management University 2004 — 2004
General Management Certificate, Organizational Leadership
University of Oregon 1996 — 1998
MBA, Executive MBA
University of Oregon - Charles H. Lundquist College of Business 1996 — 1998
Executive MBA
Motilal Nehru National Institute Of Technology 1984 — 1988
Bachelor of Science (BS), Computer Science
Donn Strobach Donn Strobach's UBS Experience September 2007 - April 2008
Job IT Project Manager/PMO at KPMG
Industry Banking
Experience
KPMG May 2014 - Present
RBS Markets & International Banking April 2012 - May 2014
BNP Paribas Fortis April 2008 - January 2012
UBS September 2007 - April 2008
UBS February 2004 - June 2007
UBS August 2003 - February 2004
Credit Suisse July 2001 - August 2003
JPMorgan Chase May 1998 - July 2001
Lazard Frères & Co. LLC February 1998 - May 1998
UBS May 1995 - February 1998
Skills
Big 4, Project Management, IT Project & Program..., Third Party Vendor..., Business Analysis, Investment Banking, Fixed Income, Business Process, Middle Office, Change Management, Credit Derivatives, Finance, Functional..., Financial Markets, Reporting & Analysis, Regulatory Reporting, Capital Markets, Business Process..., Creative Problem Solving, Process Engineering, International Project..., Problem Solving, Bonds, Asset Management, Back Office, Trading Systems, Banking, Management, Consulting, Financial Services, Auditing, Visio
Education
Mount Saint Mary College 1989 — 1993
BS, Accounting
KPMG May 2014 - Present
RBS Markets & International Banking April 2012 - May 2014
BNP Paribas Fortis April 2008 - January 2012
UBS September 2007 - April 2008
UBS February 2004 - June 2007
UBS August 2003 - February 2004
Credit Suisse July 2001 - August 2003
JPMorgan Chase May 1998 - July 2001
Lazard Frères & Co. LLC February 1998 - May 1998
UBS May 1995 - February 1998
Skills
Big 4, Project Management, IT Project & Program..., Third Party Vendor..., Business Analysis, Investment Banking, Fixed Income, Business Process, Middle Office, Change Management, Credit Derivatives, Finance, Functional..., Financial Markets, Reporting & Analysis, Regulatory Reporting, Capital Markets, Business Process..., Creative Problem Solving, Process Engineering, International Project..., Problem Solving, Bonds, Asset Management, Back Office, Trading Systems, Banking, Management, Consulting, Financial Services, Auditing, Visio
Education
Mount Saint Mary College 1989 — 1993
BS, Accounting
Angela Hopkins Angela Hopkins's UBS Experience February 2006 - May 2009
Job First Vice PresidentInvestments at Capitol Securities Management Inc.
Industry Financial Services
Experience
Capitol Securities Management Inc. May 2009 - Present
UBS February 2006 - May 2009
S. Douglas Hopkins & Assoc. 1995 - 2006
Nightingale & Associates, Inc. - Turnaround Management Company 1986 - 1991
A. David Silver-Venture Capital 1985 - 1986
Lehman Brothers-Public Finance Group 1984 - 1984
Skills
Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Series 7, Life Insurance, Alternative Investments, Annuity Sales, Education Funding, Social Security Planning, Long Term Care..., Financial Advisory, Risk Management, Retirement, Small Business
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance and Entrepreneursship
Mount Holyoke College 1975 — 1979
Bachelor of Arts (B.A.), Music Theory and Composition
Capitol Securities Management Inc. May 2009 - Present
UBS February 2006 - May 2009
S. Douglas Hopkins & Assoc. 1995 - 2006
Nightingale & Associates, Inc. - Turnaround Management Company 1986 - 1991
A. David Silver-Venture Capital 1985 - 1986
Lehman Brothers-Public Finance Group 1984 - 1984
Skills
Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Series 7, Life Insurance, Alternative Investments, Annuity Sales, Education Funding, Social Security Planning, Long Term Care..., Financial Advisory, Risk Management, Retirement, Small Business
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance and Entrepreneursship
Mount Holyoke College 1975 — 1979
Bachelor of Arts (B.A.), Music Theory and Composition
Cairn Clark Cairn Clark's UBS Experience February 2008 - September 2009
Job Analyst Financial Analysis and Strategic Planning at TDS™
Industry Telecommunications
Experience
TDS™ August 2015 - Present
Piper Jaffray May 2014 - May 2015
University of Wisconsin Madison September 2013 - May 2014
State of Wisconsin Investment Board May 2013 - August 2013
Stifel Financial Corp. September 2009 - May 2012
UBS February 2008 - September 2009
Skills
Series 7, Series 66, Bloomberg, FactSet, Financial Modeling, Equities, Investments, Asset Management, Wealth Management, Portfolio Management
Education
University of Wisconsin-Madison 2012 — 2014
Masters of Business Administration, Applied Security Analysis
Montana State University-Bozeman 2004 — 2009
Bachelors, Finance, Minor in Mathematics
TDS™ August 2015 - Present
Piper Jaffray May 2014 - May 2015
University of Wisconsin Madison September 2013 - May 2014
State of Wisconsin Investment Board May 2013 - August 2013
Stifel Financial Corp. September 2009 - May 2012
UBS February 2008 - September 2009
Skills
Series 7, Series 66, Bloomberg, FactSet, Financial Modeling, Equities, Investments, Asset Management, Wealth Management, Portfolio Management
Education
University of Wisconsin-Madison 2012 — 2014
Masters of Business Administration, Applied Security Analysis
Montana State University-Bozeman 2004 — 2009
Bachelors, Finance, Minor in Mathematics
Bonnie Bowes's UBS Experience 2003 - 2010
Job Associate Director, Fixed Income Member Regulation at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority July 2013 - Present
BondDesk Group LLC July 2012 - April 2013
DTCC December 2010 - July 2012
UBS 2003 - 2010
UBS 1998 - 2003
UBS 1995 - 1998
SMBC Capital Markets (previously Sakura Global Capital) 1990 - 1995
Skills
Product Management, Fixed Income, Product Operations, Equity Capital Markets, Strategic Planning..., Change Management, Securities Lending, P&L Management, Presentation Development, Matrix Management, Client Engagement, Driving Revenue, Trading Systems, Strategic Planning, Derivatives, Equities, Capital Markets, Customer Engagement, Securities, Relationship Management, Financial Services, FINRA, Cross-functional Team..., Series 7, Electronic Trading, Leadership, Compliance, Bonds, Financial Markets, Credit, Management, Business Process, Wealth Management
Education
Franklin Covey
Certified Facilitator
University of Rochester
BA, Mathematics, Economics
Mount Holyoke College
St. Paul's School
Financial Industry Regulatory Authority July 2013 - Present
BondDesk Group LLC July 2012 - April 2013
DTCC December 2010 - July 2012
UBS 2003 - 2010
UBS 1998 - 2003
UBS 1995 - 1998
SMBC Capital Markets (previously Sakura Global Capital) 1990 - 1995
Skills
Product Management, Fixed Income, Product Operations, Equity Capital Markets, Strategic Planning..., Change Management, Securities Lending, P&L Management, Presentation Development, Matrix Management, Client Engagement, Driving Revenue, Trading Systems, Strategic Planning, Derivatives, Equities, Capital Markets, Customer Engagement, Securities, Relationship Management, Financial Services, FINRA, Cross-functional Team..., Series 7, Electronic Trading, Leadership, Compliance, Bonds, Financial Markets, Credit, Management, Business Process, Wealth Management
Education
Franklin Covey
Certified Facilitator
University of Rochester
BA, Mathematics, Economics
Mount Holyoke College
St. Paul's School
Shambhawi Jha Shambhawi Jha's UBS Experience March 2006 - April 2010
Job Infra Senior SME at Amdocs
Industry Information Technology and Services
Experience
Amdocs November 2010 - Present
Microsoft July 2010 - September 2010
Infosys Technology Ltd June 2004 - September 2010
fortunatica September 2009 - April 2010
UBS March 2006 - April 2010
British Telecom 2004 - 2006
Skills
ITIL, Sla, Offshoring, Oracle, Technical Support, Networking, Troubleshooting, Microsoft Technologies, IT Service Management, Integration, Business Analysis, SLA, Requirements Analysis, Software Project..., SDLC, Unix, Vendor Management, SQL, Consulting
Education
Nagpur University 1999 — 2003
BE Electrical, Electrical and Power Transmission Installation/Installer, General
Amdocs November 2010 - Present
Microsoft July 2010 - September 2010
Infosys Technology Ltd June 2004 - September 2010
fortunatica September 2009 - April 2010
UBS March 2006 - April 2010
British Telecom 2004 - 2006
Skills
ITIL, Sla, Offshoring, Oracle, Technical Support, Networking, Troubleshooting, Microsoft Technologies, IT Service Management, Integration, Business Analysis, SLA, Requirements Analysis, Software Project..., SDLC, Unix, Vendor Management, SQL, Consulting
Education
Nagpur University 1999 — 2003
BE Electrical, Electrical and Power Transmission Installation/Installer, General
Lauren Cifrodello's UBS Experience March 2009 - August 2014
Job AVP, Legal Reporting Specialist at Citigroup
Industry Legal Services
Experience
Citi September 2013 - Present
UBS March 2009 - August 2014
UBS February 2007 - March 2009
Corradino & Papa, LLC June 2002 - February 2007
Skills
Due Diligence, Securities Regulation, Notary Public, Microsoft Office, Litigation, Capital Markets, Regulatory Reporting, FINRA, Data Analysis, Wealth Management, Leadership, Decision Analysis, Corporate Communications, Financial Analysis
Education
Fairleigh Dickinson University-Florham Campus 2006 — 2006
Montclair State University 2003 — 2006
Bachelor of Science
Citi September 2013 - Present
UBS March 2009 - August 2014
UBS February 2007 - March 2009
Corradino & Papa, LLC June 2002 - February 2007
Skills
Due Diligence, Securities Regulation, Notary Public, Microsoft Office, Litigation, Capital Markets, Regulatory Reporting, FINRA, Data Analysis, Wealth Management, Leadership, Decision Analysis, Corporate Communications, Financial Analysis
Education
Fairleigh Dickinson University-Florham Campus 2006 — 2006
Montclair State University 2003 — 2006
Bachelor of Science
Mark K. Homsi, MBA, CFP® Mark K. Homsi, MBA, CFP®'s UBS Experience 2001 - 2006
Job Senior Retirement Sales Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2006 - Present
UBS 2001 - 2006
Skills
Retirement Planning, Retirement, Defined Benefit, 401k
Education
Montclair State University 2004 — 2006
MBA, Accounting
Pace University 1996 — 2000
BBA, Finance
Principal Financial Group February 2006 - Present
UBS 2001 - 2006
Skills
Retirement Planning, Retirement, Defined Benefit, 401k
Education
Montclair State University 2004 — 2006
MBA, Accounting
Pace University 1996 — 2000
BBA, Finance
Pamela Honores's UBS Experience June 2012 - November 2012
Job Talent Acquisition Partner at Unilever
Industry Consumer Goods
Experience
Unilever August 2014 - Present
Unilever November 2013 - August 2014
Barclays November 2012 - October 2013
UBS June 2012 - November 2012
BCBG Max Azria January 2012 - May 2012
MTV Networks September 2011 - December 2011
Skills
Recruiting, Social Networking, Applicant Tracking..., Interviews, Management, Research, Event Planning, Event Management, Training, New Hire Orientations, HRIS, Data Analysis, Employee Training, Training & Development, Operations Management, Project Planning, Planning, Production Management, Web Design, Customer Service, Time Management, Human Resources
Education
Montclair State University 2007 — 2012
Bachelors, Marketing, Management
Unilever August 2014 - Present
Unilever November 2013 - August 2014
Barclays November 2012 - October 2013
UBS June 2012 - November 2012
BCBG Max Azria January 2012 - May 2012
MTV Networks September 2011 - December 2011
Skills
Recruiting, Social Networking, Applicant Tracking..., Interviews, Management, Research, Event Planning, Event Management, Training, New Hire Orientations, HRIS, Data Analysis, Employee Training, Training & Development, Operations Management, Project Planning, Planning, Production Management, Web Design, Customer Service, Time Management, Human Resources
Education
Montclair State University 2007 — 2012
Bachelors, Marketing, Management
Steven Scalici's UBS Experience November 2014 - Present
Job Wealth Management Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS November 2014 - Present
Skills
Portfolio Management, Estate Planning Services
Education
Moody Bible Institute 2012 — 2014
Master of Arts (M.A.), Bible/Biblical Studies
Palm Beach Atlantic University 1991 — 1995
Bachelor's Degree, Finance & Banking
UBS November 2014 - Present
Skills
Portfolio Management, Estate Planning Services
Education
Moody Bible Institute 2012 — 2014
Master of Arts (M.A.), Bible/Biblical Studies
Palm Beach Atlantic University 1991 — 1995
Bachelor's Degree, Finance & Banking
Dixie Bennett's UBS Experience 2004 - June 2005
Job Masterful Healer of Healers & Leaders | Speaker | Teacher | Coach | International BestSelling Author | Musician
Industry Health, Wellness and Fitness
Experience
Stillpoint Bodyworks Inc. July 2011 - Present
eWomenNetwork February 2012 - Present
Connected Business Women Network (CBWN) September 2013 - Present
BNI Entrepreneurs March 2011 - December 2014
Calmena Energy Services Inc. May 2010 - February 2012
Weatherford May 2009 - May 2010
Ziff Energy Group November 2007 - May 2009
Rising Women Magazine 2007 - 2009
Schlumberger June 2005 - November 2007
UBS 2004 - June 2005
Education
Mount Royal University 2010 — 2011
University of Calgary 2006 — 2010
Southern Alberta Institute of Technology 2001 — 2003
Stillpoint Bodyworks Inc. July 2011 - Present
eWomenNetwork February 2012 - Present
Connected Business Women Network (CBWN) September 2013 - Present
BNI Entrepreneurs March 2011 - December 2014
Calmena Energy Services Inc. May 2010 - February 2012
Weatherford May 2009 - May 2010
Ziff Energy Group November 2007 - May 2009
Rising Women Magazine 2007 - 2009
Schlumberger June 2005 - November 2007
UBS 2004 - June 2005
Education
Mount Royal University 2010 — 2011
University of Calgary 2006 — 2010
Southern Alberta Institute of Technology 2001 — 2003
Erin Cresko, RP®'s UBS Experience June 2000 - February 2008
Job Sr. Investment Management Specialist at Raymond James | Financial Planning
Industry Investment Management
Experience
The Page Group of Raymond James February 2008 - Present
UBS June 2000 - February 2008
Skills
Wealth Management..., Estate Planning, Portfolio Management, Strategic Financial..., Retirement, Trading, Investments, Financial Advisory, Personal Financial..., Wealth Accumulation, Financial Planners, Investment Management
Education
Muhlenberg College 1996 — 2000
Bachelor of Arts (B.A.), Psychology with a minor in Sociology, Magna Cum Laude
Archbishop Wood High School 1992 — 1996
The Page Group of Raymond James February 2008 - Present
UBS June 2000 - February 2008
Skills
Wealth Management..., Estate Planning, Portfolio Management, Strategic Financial..., Retirement, Trading, Investments, Financial Advisory, Personal Financial..., Wealth Accumulation, Financial Planners, Investment Management
Education
Muhlenberg College 1996 — 2000
Bachelor of Arts (B.A.), Psychology with a minor in Sociology, Magna Cum Laude
Archbishop Wood High School 1992 — 1996
John Raines John Raines's UBS Experience 2003 - 2005
Job Director Global Transformation Internal Audit
Industry Financial Services
Experience
Citigroup 2013 - Present
Citigroup 2008 - 2012
Citigroup 2005 - 2008
UBS 2003 - 2005
UBS 1997 - 2003
Skills
Financial Services, Banking, Internal Audit, IT Audit, Internal Controls, Enterprise Risk..., Financial Analysis
Education
Stevens Institute of Technology
Master of Science (MS), Information Systems Management
W. Averell Harriman College - SUNY at Stony Brook
Master of Science (MS), Policy Analysis
Moravian College
Bachelor's degree, Political Science
Citigroup 2013 - Present
Citigroup 2008 - 2012
Citigroup 2005 - 2008
UBS 2003 - 2005
UBS 1997 - 2003
Skills
Financial Services, Banking, Internal Audit, IT Audit, Internal Controls, Enterprise Risk..., Financial Analysis
Education
Stevens Institute of Technology
Master of Science (MS), Information Systems Management
W. Averell Harriman College - SUNY at Stony Brook
Master of Science (MS), Policy Analysis
Moravian College
Bachelor's degree, Political Science
Daphney Kersaint Daphney Kersaint's UBS Experience July 2010 - August 2010
Job Program Manager/Director at Beauty Without Borders Inc
Industry Individual & Family Services
Experience
Beauty Without Borders Inc April 2015 - Present
New Life Counseling Center July 2014 - Present
South Bay Mental Health Center August 2013 - August 2014
Career Development Center at Mount Holyoke College August 2010 - May 2012
The Gorse Children Center January 2012 - April 2012
Massachusetts Career Development Institute October 2011 - December 2011
Harvard Law School May 2011 - July 2011
UBS July 2010 - August 2010
Higher Education Resource Center July 2010 - August 2010
Residential Life at Mount Holyoke College August 2009 - May 2010
Skills
Research, Public Speaking, Editing, Service Orientation, Career Counseling, Microsoft Office, Strong communication ..., Social Media, Tutoring, Higher Education, Proposal Writing, Teaching, Community Outreach, great social perspective, Certified mental Health..., Great organizational..., Identify and resolve..., Critical Thinking, Project Management, Collaborative Problem..., instructing and..., Conflict Resolution, Ability to Engage with..., Nonprofits, Event Planning, PowerPoint, Writing
Education
Mount Holyoke College 2008 — 2012
Bachelors of Arts In, Psychology and Complex Organizations
City On A HIll Charter High School 2004 — 2008
High School Diploma
Beauty Without Borders Inc April 2015 - Present
New Life Counseling Center July 2014 - Present
South Bay Mental Health Center August 2013 - August 2014
Career Development Center at Mount Holyoke College August 2010 - May 2012
The Gorse Children Center January 2012 - April 2012
Massachusetts Career Development Institute October 2011 - December 2011
Harvard Law School May 2011 - July 2011
UBS July 2010 - August 2010
Higher Education Resource Center July 2010 - August 2010
Residential Life at Mount Holyoke College August 2009 - May 2010
Skills
Research, Public Speaking, Editing, Service Orientation, Career Counseling, Microsoft Office, Strong communication ..., Social Media, Tutoring, Higher Education, Proposal Writing, Teaching, Community Outreach, great social perspective, Certified mental Health..., Great organizational..., Identify and resolve..., Critical Thinking, Project Management, Collaborative Problem..., instructing and..., Conflict Resolution, Ability to Engage with..., Nonprofits, Event Planning, PowerPoint, Writing
Education
Mount Holyoke College 2008 — 2012
Bachelors of Arts In, Psychology and Complex Organizations
City On A HIll Charter High School 2004 — 2008
High School Diploma
Robert Brand Robert Brand's UBS Experience 2013 - November 2014
Job Analyst at Norges Bank Investment Management
Industry Financial Services
Experience
Norges Bank Investment Management 2014 - Present
UBS 2013 - November 2014
FGI (FGI Finance, FGI Capital, FGI Risk) June 2013 - September 2013
GUARD Insurance Group May 2009 - June 2012
Education
Muhlenberg College
Bachelor's degree, Finance and Economics
Wyoming Seminary
Norges Bank Investment Management 2014 - Present
UBS 2013 - November 2014
FGI (FGI Finance, FGI Capital, FGI Risk) June 2013 - September 2013
GUARD Insurance Group May 2009 - June 2012
Education
Muhlenberg College
Bachelor's degree, Finance and Economics
Wyoming Seminary
Rosa Biondi's UBS Experience March 2001 - August 2007
Job Administrative & IT Professional
Industry Information Technology and Services
Experience
Northern Valley Regional High School August 2015 - Present
Scirocco Group November 2014 - March 2015
Berkeley College September 2012 - June 2014
Settlement Funding Associates February 2008 - September 2011
UBS March 2001 - August 2007
Skills
Information Technology, Project Management, Vendor Management, Business, Troubleshooting, Financial Services, Technical Support, Help Desk Support, Purchasing, Software Documentation, Access, Budgets, Analysis, Microsoft Office, Customer Service, Business Analysis, Program Management, Risk Management, SDLC, Change Management
Education
Montclair State University 1989 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Northern Valley Regional High School August 2015 - Present
Scirocco Group November 2014 - March 2015
Berkeley College September 2012 - June 2014
Settlement Funding Associates February 2008 - September 2011
UBS March 2001 - August 2007
Skills
Information Technology, Project Management, Vendor Management, Business, Troubleshooting, Financial Services, Technical Support, Help Desk Support, Purchasing, Software Documentation, Access, Budgets, Analysis, Microsoft Office, Customer Service, Business Analysis, Program Management, Risk Management, SDLC, Change Management
Education
Montclair State University 1989 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Max Gu Max Gu's UBS Experience 2012 - 2012
Job Software Engineer @ Pinterest
Industry Computer Software
Experience
Pinterest March 2015 - Present
Amazon June 2014 - September 2014
UBS 2012 - 2012
Bank of America July 2011 - December 2011
Skills
Databases, Java, Software Engineering, C++, Programming, Software Development, Distributed Systems, Ruby on Rails, Git, Computer Science, Database Design, iOS development, Objective-C, Perl, Neo4j, Scala, Golang, Haskell, Scalability, Amazon Web Services..., Hadoop, Java RMI, PostgreSQL, JDBC, Eclipse, Xcode, Ruby, OOP, Python
Education
University of California, San Diego 2013 — 2015
Master's Degree, Computer Science
Nanyang Technological University 2009 — 2013
Bachelor of Engineering (B.E.), Computer Science
Pinterest March 2015 - Present
Amazon June 2014 - September 2014
UBS 2012 - 2012
Bank of America July 2011 - December 2011
Skills
Databases, Java, Software Engineering, C++, Programming, Software Development, Distributed Systems, Ruby on Rails, Git, Computer Science, Database Design, iOS development, Objective-C, Perl, Neo4j, Scala, Golang, Haskell, Scalability, Amazon Web Services..., Hadoop, Java RMI, PostgreSQL, JDBC, Eclipse, Xcode, Ruby, OOP, Python
Education
University of California, San Diego 2013 — 2015
Master's Degree, Computer Science
Nanyang Technological University 2009 — 2013
Bachelor of Engineering (B.E.), Computer Science
Andy Lazarus's UBS Experience June 2000 - July 2010
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2013 - Present
Credit Suisse August 2010 - May 2013
UBS June 2000 - July 2010
Skills
Fixed Income, Wealth Management, Equities, Banking, Investment Banking, Series 7, Securities, Risk Management
Education
Montclair State University 2001 — 2004
MBA, Management
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
Bachelor's degree, Finance, General
Credit Suisse May 2013 - Present
Credit Suisse August 2010 - May 2013
UBS June 2000 - July 2010
Skills
Fixed Income, Wealth Management, Equities, Banking, Investment Banking, Series 7, Securities, Risk Management
Education
Montclair State University 2001 — 2004
MBA, Management
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
Bachelor's degree, Finance, General
Kristin Van Bork Kristin Van Bork's UBS Experience June 2015 - Present
Job Client Services
Industry Financial Services
Experience
UBS June 2015 - Present
Manning & Napier January 2014 - Present
Manning & Napier January 2013 - Present
Skills
Public Relations, Public Speaking, Social Media, Event Planning, Marketing, Press Releases, Marketing Communications, Microsoft Excel, PowerPoint, Social Media Marketing, Facebook, Customer Service, Microsoft Office, Event Management, Media Relations, Editing, Blogging, Fundraising, Social Networking
Education
SUNY Brockport 2009 — 2012
Bachelor's degree, Communication, General
Monroe Community College 2007 — 2009
Associate's degree, General Studies
Penfield High School 2003 — 2007
UBS June 2015 - Present
Manning & Napier January 2014 - Present
Manning & Napier January 2013 - Present
Skills
Public Relations, Public Speaking, Social Media, Event Planning, Marketing, Press Releases, Marketing Communications, Microsoft Excel, PowerPoint, Social Media Marketing, Facebook, Customer Service, Microsoft Office, Event Management, Media Relations, Editing, Blogging, Fundraising, Social Networking
Education
SUNY Brockport 2009 — 2012
Bachelor's degree, Communication, General
Monroe Community College 2007 — 2009
Associate's degree, General Studies
Penfield High School 2003 — 2007
Ryan Marshall, CFP® Ryan Marshall, CFP®'s UBS Experience May 2005 - May 2006
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Ela Financial Group, Inc. May 2003 - Present
UBS May 2005 - May 2006
Ela Financial Group, Inc. April 2003 - May 2005
Skills
Retirement Planning, Wealth Management, Series 7, Series 66, Investment Advisory, Asset Management, Wealth Accumulation, Asset Managment, Uniform Combined State..., Strategic Financial..., Investments, Small Business, Securities, Estate Planning, Asset Allocation, Mutual Funds, Long Term Care Insurance, Financial Advisory, Portfolio Management, Retirement, Financial Planners
Education
Fairleigh Dickinson University-Metropolitan Campus 2008 — 2009
Certificate, Financial Planning
Montclair State University 2002 — 2005
Bachelors, Finance
Pace University - Lubin School of Business 2000 — 2002
Finance
Ela Financial Group, Inc. May 2003 - Present
UBS May 2005 - May 2006
Ela Financial Group, Inc. April 2003 - May 2005
Skills
Retirement Planning, Wealth Management, Series 7, Series 66, Investment Advisory, Asset Management, Wealth Accumulation, Asset Managment, Uniform Combined State..., Strategic Financial..., Investments, Small Business, Securities, Estate Planning, Asset Allocation, Mutual Funds, Long Term Care Insurance, Financial Advisory, Portfolio Management, Retirement, Financial Planners
Education
Fairleigh Dickinson University-Metropolitan Campus 2008 — 2009
Certificate, Financial Planning
Montclair State University 2002 — 2005
Bachelors, Finance
Pace University - Lubin School of Business 2000 — 2002
Finance
Michael Sirianni Michael Sirianni's UBS Experience April 1998 - November 2002
Job Senior Analyst at Global Atlantic
Industry Insurance
Experience
Liberty Mutual Insurance July 2014 - July 2015
Brown Brothers Harriman June 2007 - December 2013
TA Associates Realty April 2006 - June 2007
Deutsche Bank June 2003 - April 2007
UBS April 1998 - November 2002
New York Life Insurance Company May 1995 - April 1998
AllianceBernstein December 1993 - May 1995
Education
Montclair State University 1988 — 1993
B.S., Accounting
Bergenfield High School 1984 — 1988
Liberty Mutual Insurance July 2014 - July 2015
Brown Brothers Harriman June 2007 - December 2013
TA Associates Realty April 2006 - June 2007
Deutsche Bank June 2003 - April 2007
UBS April 1998 - November 2002
New York Life Insurance Company May 1995 - April 1998
AllianceBernstein December 1993 - May 1995
Education
Montclair State University 1988 — 1993
B.S., Accounting
Bergenfield High School 1984 — 1988
Sun Semel Sun Semel's UBS Experience July 2010 - August 2013
Job Financial Recruiter at MS Capital
Industry Financial Services
Experience
MS Capital 2015 - Present
UBS July 2010 - August 2013
Brown Brothers Harriman May 2008 - July 2010
Merrill Lynch & Co. April 2006 - May 2008
Merrill Lynch & Co. July 2005 - April 2006
Merrill Lynch & Co. June 2004 - August 2004
Deutsche Bank AG March 2004 - June 2004
Skills
Finance, Management, Treasury, Credit Risk, Fixed Income, Derivatives, Hedge Funds, Banking, Financial Markets, Investment Banking, Risk Management, Foreign Exchange
Education
Muhlenberg College 2001 — 2005
Bachelor of Science (BS), Double Major in Economics and Business
MS Capital 2015 - Present
UBS July 2010 - August 2013
Brown Brothers Harriman May 2008 - July 2010
Merrill Lynch & Co. April 2006 - May 2008
Merrill Lynch & Co. July 2005 - April 2006
Merrill Lynch & Co. June 2004 - August 2004
Deutsche Bank AG March 2004 - June 2004
Skills
Finance, Management, Treasury, Credit Risk, Fixed Income, Derivatives, Hedge Funds, Banking, Financial Markets, Investment Banking, Risk Management, Foreign Exchange
Education
Muhlenberg College 2001 — 2005
Bachelor of Science (BS), Double Major in Economics and Business
Daniel Deighan Daniel Deighan's UBS Experience May 2011 - August 2011
Job Compensation Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
Pershing, a BNY Mellon company June 2013 - November 2014
Pershing August 2012 - August 2012
UBS May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Mutual Funds, Marketing, Social Media, Research, Financial Analysis, Customer Service, Finance
Education
Saint Peter's University 2013 — 2015
Master of Business Administration (MBA), Risk Management
Muhlenberg College 2009 — 2012
Bachelor of Arts (B.A.), Business Administration, Political Science
Lakeland Regional High School 2005 — 2009
BNY Mellon November 2014 - Present
Pershing, a BNY Mellon company June 2013 - November 2014
Pershing August 2012 - August 2012
UBS May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Mutual Funds, Marketing, Social Media, Research, Financial Analysis, Customer Service, Finance
Education
Saint Peter's University 2013 — 2015
Master of Business Administration (MBA), Risk Management
Muhlenberg College 2009 — 2012
Bachelor of Arts (B.A.), Business Administration, Political Science
Lakeland Regional High School 2005 — 2009
Raymond Maday Raymond Maday's UBS Experience June 2004 - June 2005
Job Senior Manager System Analysis at AXA
Industry Financial Services
Experience
AXA June 2014 - Present
AXA Equitable January 2008 - June 2014
Barnes & Noble July 2005 - January 2008
UBS June 2004 - June 2005
Skills
Business Analysis, User Acceptance Testing, Defect Tracking, Defect Logging, Business Process..., Regression Testing, Test Cases, Test Planning, Variable Annuities, Product Launch, Product Specification, Business Requirements, BRDs, Subject Matter Experts, Workflow, Workflow Management, Process Enhancement, Quality Assurance, Quality Center, Production Support, Liaison, Priority Management, Microsoft Office, Training, Project Delivery, Customer Service, Visio
Education
Montclair State University 2001 — 2008
Bachelor of Science (BS), Business Administration and Management, General
AXA June 2014 - Present
AXA Equitable January 2008 - June 2014
Barnes & Noble July 2005 - January 2008
UBS June 2004 - June 2005
Skills
Business Analysis, User Acceptance Testing, Defect Tracking, Defect Logging, Business Process..., Regression Testing, Test Cases, Test Planning, Variable Annuities, Product Launch, Product Specification, Business Requirements, BRDs, Subject Matter Experts, Workflow, Workflow Management, Process Enhancement, Quality Assurance, Quality Center, Production Support, Liaison, Priority Management, Microsoft Office, Training, Project Delivery, Customer Service, Visio
Education
Montclair State University 2001 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Wayne Fjelstad Wayne Fjelstad's UBS Experience February 2009 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS February 2009 - Present
Education
Montana State University-Bozeman 1977 — 1981
B.S., Business
UBS February 2009 - Present
Education
Montana State University-Bozeman 1977 — 1981
B.S., Business
Craig Deming's UBS Experience October 2014 - March 2015
Job Client Services Associate at UBS
Industry Financial Services
Experience
UBS October 2014 - March 2015
Pearson North America 2007 - 2011
Education
Montclair State University 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
UBS October 2014 - March 2015
Pearson North America 2007 - 2011
Education
Montclair State University 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
Dave Swenk Dave Swenk's UBS Experience March 2014 - March 2014
Job IT Computer Migration Technician Part Time
Industry Consumer Services
Experience
Dell SonicWALL March 2013 - Present
UBS March 2014 - March 2014
Symantec October 2013 - December 2013
(CFE) Computers For Everyone August 2012 - December 2013
Unisys/Smartech April 2013 - April 2013
HobbyEngineering.com March 2013 - March 2013
Triumph Dining November 2012 - December 2012
Klub K9 Doggy Daycare October 2010 - August 2011
Advanced Equities June 2008 - February 2010
Wells Fargo May 2005 - June 2008
Skills
Technical Support, Customer Service, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Windows xp, windows 7, windows 8, vm ware
Education
National University 1995 — 1998
Bachelor of Science (B.Sc.), Information Technology, B-
Kearny High School 1970 — 1972
Graduation (10 - 12), General, B-
Dell SonicWALL March 2013 - Present
UBS March 2014 - March 2014
Symantec October 2013 - December 2013
(CFE) Computers For Everyone August 2012 - December 2013
Unisys/Smartech April 2013 - April 2013
HobbyEngineering.com March 2013 - March 2013
Triumph Dining November 2012 - December 2012
Klub K9 Doggy Daycare October 2010 - August 2011
Advanced Equities June 2008 - February 2010
Wells Fargo May 2005 - June 2008
Skills
Technical Support, Customer Service, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Windows xp, windows 7, windows 8, vm ware
Education
National University 1995 — 1998
Bachelor of Science (B.Sc.), Information Technology, B-
Kearny High School 1970 — 1972
Graduation (10 - 12), General, B-
Vivek Dangre Vivek Dangre's UBS Experience December 1997 - Present
Job Financia Reporting Specialist at UBS
Industry Investment Banking
Experience
UBS Investment Bank January 2004 - Present
UBS December 1997 - Present
Digitek Corp October 1997 - December 1999
Education
Nagpur University 1984 — 1989
Bachelor of Commerce (B.Com.), Business, Accounting, Economics
Hadas High School 1978 — 1984
High School, Marathi, English, Math, Science, etc.
Nagpur University 1978 — 1984
High School, English, Marathi
UBS Investment Bank January 2004 - Present
UBS December 1997 - Present
Digitek Corp October 1997 - December 1999
Education
Nagpur University 1984 — 1989
Bachelor of Commerce (B.Com.), Business, Accounting, Economics
Hadas High School 1978 — 1984
High School, Marathi, English, Math, Science, etc.
Nagpur University 1978 — 1984
High School, English, Marathi
Nicole (Kirkpatrick) Burt Nicole (Kirkpatrick) Burt's UBS Experience May 2009 - August 2009
Job Account Manager at Tealium
Industry Internet
Experience
Tealium August 2015 - Present
Certona May 2015 - August 2015
Certona April 2013 - May 2015
Certona May 2012 - April 2013
FMT Consultants, LLC September 2010 - May 2012
FMT Consultants, LLC June 2010 - September 2010
Bump Network, Inc January 2010 - May 2010
UBS May 2009 - August 2009
Allied Integrated Marketing September 2008 - January 2009
Skills
Account Management, Personalization, Email Marketing, Social Media Marketing, SEO, Marketing Strategy, Google Analytics, SaaS, Online Marketing, B2B Marketing, Salesforce.com, SEM, Event Management, Lead Generation, Online Advertising, Digital Marketing, PowerPoint, Microsoft Excel, E-commerce, CRM, Analytics, Mobile Marketing, Client Communication, HTML, Inbound Marketing, Google Adwords, Campaign Management, Multi-channel Marketing, WordPress, PPC, Communication, Website Management, Excel, Corporate Blogging, Channel Marketing
Education
San Diego State University-California State University 2006 — 2010
B.S. Business Administration, emphasis in Marketing
Nanyang Technological University 2009 — 2009
Study Abroad, Business
Tealium August 2015 - Present
Certona May 2015 - August 2015
Certona April 2013 - May 2015
Certona May 2012 - April 2013
FMT Consultants, LLC September 2010 - May 2012
FMT Consultants, LLC June 2010 - September 2010
Bump Network, Inc January 2010 - May 2010
UBS May 2009 - August 2009
Allied Integrated Marketing September 2008 - January 2009
Skills
Account Management, Personalization, Email Marketing, Social Media Marketing, SEO, Marketing Strategy, Google Analytics, SaaS, Online Marketing, B2B Marketing, Salesforce.com, SEM, Event Management, Lead Generation, Online Advertising, Digital Marketing, PowerPoint, Microsoft Excel, E-commerce, CRM, Analytics, Mobile Marketing, Client Communication, HTML, Inbound Marketing, Google Adwords, Campaign Management, Multi-channel Marketing, WordPress, PPC, Communication, Website Management, Excel, Corporate Blogging, Channel Marketing
Education
San Diego State University-California State University 2006 — 2010
B.S. Business Administration, emphasis in Marketing
Nanyang Technological University 2009 — 2009
Study Abroad, Business
Cathy Mulligan Cathy Mulligan's UBS Experience June 2001 - July 2007
Job Executive Assistant to CEO US Saba Capital Mgmt.
Industry Financial Services
Experience
Guy Carpenter April 2011 - Present
Saba Capital Management, L.P. March 2009 - April 2011
Deutsche Bank July 2007 - March 2009
UBS June 2001 - July 2007
Skills
Rates, Microsoft Office, Outlook, Trading, Management, Customer Service, PowerPoint, Marketing, Human Resources, Currency, Fixed Income, Microsoft Excel
Education
Nassau Community College
Guy Carpenter April 2011 - Present
Saba Capital Management, L.P. March 2009 - April 2011
Deutsche Bank July 2007 - March 2009
UBS June 2001 - July 2007
Skills
Rates, Microsoft Office, Outlook, Trading, Management, Customer Service, PowerPoint, Marketing, Human Resources, Currency, Fixed Income, Microsoft Excel
Education
Nassau Community College
Christine Lu Christine Lu's UBS Experience February 2011 - July 2012
Job Finance, Online Marketing & Mobile
Industry Internet
Experience
Expedia, Inc. September 2015 - Present
Luly Yang Couture September 2014 - Present
LightInTheBox March 2014 - August 2014
Rivet & Sway June 2013 - September 2013
Harvey's Butter Rum Batter January 2013 - March 2013
UBS February 2011 - July 2012
Nomura Securities July 2008 - February 2011
UBS April 2008 - June 2008
Macquarie Group November 2007 - March 2008
Skills
Financial Modeling, Financial Analysis, Bloomberg, Strategy, Mandarin, Investments, Finance, Valuation, Corporate Finance, Equity Trading, Investment Banking, Data Analysis, English, Marketing, Competitive Analysis, Trading, Capital Markets, Strategic Planning, Equity Research, Marketing Strategy, Accounting, Equities, Risk Management, Financial Reporting, Project Management, Business Development
Education
University of Washington 2012 — 2014
MBA (with honors), Finance, Marketing
National Taiwan University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Expedia, Inc. September 2015 - Present
Luly Yang Couture September 2014 - Present
LightInTheBox March 2014 - August 2014
Rivet & Sway June 2013 - September 2013
Harvey's Butter Rum Batter January 2013 - March 2013
UBS February 2011 - July 2012
Nomura Securities July 2008 - February 2011
UBS April 2008 - June 2008
Macquarie Group November 2007 - March 2008
Skills
Financial Modeling, Financial Analysis, Bloomberg, Strategy, Mandarin, Investments, Finance, Valuation, Corporate Finance, Equity Trading, Investment Banking, Data Analysis, English, Marketing, Competitive Analysis, Trading, Capital Markets, Strategic Planning, Equity Research, Marketing Strategy, Accounting, Equities, Risk Management, Financial Reporting, Project Management, Business Development
Education
University of Washington 2012 — 2014
MBA (with honors), Finance, Marketing
National Taiwan University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Amy Ricciardi's UBS Experience 2004 - 2006
Job HR Director Americas at Vodafone
Industry Telecommunications
Experience
Vodafone 2011 - Present
TIAA-CREF 2006 - 2011
UBS 2004 - 2006
JPMorgan Chase 1998 - 2004
Skills
HR Policies, Human Resources, Human Capital, Personnel Management, Onboarding, Taleo, College Recruiting, Applicant Tracking..., Talent Acquisition, Workforce Planning, Employer Branding, Succession Planning, Deferred Compensation, Internet Recruiting, Talent Management, CRM, Employee Engagement, HR Consulting, HRIS, Leadership Development, Strategy
Education
Montclair State University
Bachelor of Arts (B.A.), Justice Studies
Vodafone 2011 - Present
TIAA-CREF 2006 - 2011
UBS 2004 - 2006
JPMorgan Chase 1998 - 2004
Skills
HR Policies, Human Resources, Human Capital, Personnel Management, Onboarding, Taleo, College Recruiting, Applicant Tracking..., Talent Acquisition, Workforce Planning, Employer Branding, Succession Planning, Deferred Compensation, Internet Recruiting, Talent Management, CRM, Employee Engagement, HR Consulting, HRIS, Leadership Development, Strategy
Education
Montclair State University
Bachelor of Arts (B.A.), Justice Studies
Hannah Alexander's UBS Experience 2003 - 2004
Job Manager
Industry International Affairs
Experience
Beyond Service October 2011 - Present
a UNESCO initiative 2010 - Present
Summit on the Summit 2008 - 2013
Echoing Green 2009 - 2011
Friends of the United Nations 2007 - 2009
an International Nonprofit Network 2005 - 2007
UBS 2003 - 2004
Bank Hapoalim June 2002 - August 2002
Education
Mount Holyoke College
BA, magna cum laude, Economics & International Relations
School of Oriental and African Studies, U. of London 2004 — 2004
Economics and International Law
Beyond Service October 2011 - Present
a UNESCO initiative 2010 - Present
Summit on the Summit 2008 - 2013
Echoing Green 2009 - 2011
Friends of the United Nations 2007 - 2009
an International Nonprofit Network 2005 - 2007
UBS 2003 - 2004
Bank Hapoalim June 2002 - August 2002
Education
Mount Holyoke College
BA, magna cum laude, Economics & International Relations
School of Oriental and African Studies, U. of London 2004 — 2004
Economics and International Law
Mahendra Kar's UBS Experience December 2006 - May 2008
Job Data Architect at Syngenta Bio Technology/TeK Systems
Industry Biotechnology
Experience
Syngenta Bio Technology/TeK Systems July 2012 - Present
BI Pros Pvt Ltd January 2011 - Present
HCL October 2011 - December 2011
Hexaware Technologies June 2011 - October 2011
Quintiles, Inc 2008 - June 2011
Quintiles Transnational May 2008 - May 2011
UBS December 2006 - May 2008
Fujitsu Consulting March 2001 - November 2006
UPS 1996 - 2005
UPS 1996 - 2005
Skills
Data Modeling, Master Data Management, Architecture, Data Warehouse..., Business Intelligence, Data Architecture, Enterprise Architecture, Application Architecture, Informatica, SDLC, EAI, ETL, Data Warehousing, Solution Architecture, Sybase, SOA, DB2, Data Integration, IT Strategy, Weblogic, Requirements Analysis, UML, Business Analysis, Software Project..., Databases, Oracle, Cognos, Integration, Software Development, Database Design, PL/SQL, Business Process, Data Marts, Agile Methodologies, Unix, Unix Shell Scripting, Data Migration, Requirements Gathering, Java Enterprise Edition, Performance Tuning, Agile Project Management, SSIS, Microsoft SQL Server, SQL, Web Services, Business Objects, Scrum, PMP, Architectures
Education
National Institute of Technology Warangal 1988 — 2001
MCA, Computer Science
Utkal University 1986 — 1988
Msc, Mathematics
Syngenta Bio Technology/TeK Systems July 2012 - Present
BI Pros Pvt Ltd January 2011 - Present
HCL October 2011 - December 2011
Hexaware Technologies June 2011 - October 2011
Quintiles, Inc 2008 - June 2011
Quintiles Transnational May 2008 - May 2011
UBS December 2006 - May 2008
Fujitsu Consulting March 2001 - November 2006
UPS 1996 - 2005
UPS 1996 - 2005
Skills
Data Modeling, Master Data Management, Architecture, Data Warehouse..., Business Intelligence, Data Architecture, Enterprise Architecture, Application Architecture, Informatica, SDLC, EAI, ETL, Data Warehousing, Solution Architecture, Sybase, SOA, DB2, Data Integration, IT Strategy, Weblogic, Requirements Analysis, UML, Business Analysis, Software Project..., Databases, Oracle, Cognos, Integration, Software Development, Database Design, PL/SQL, Business Process, Data Marts, Agile Methodologies, Unix, Unix Shell Scripting, Data Migration, Requirements Gathering, Java Enterprise Edition, Performance Tuning, Agile Project Management, SSIS, Microsoft SQL Server, SQL, Web Services, Business Objects, Scrum, PMP, Architectures
Education
National Institute of Technology Warangal 1988 — 2001
MCA, Computer Science
Utkal University 1986 — 1988
Msc, Mathematics
Thomas Lukasiewicz's UBS Experience January 2012 - Present
Job Director Banking Operations Platform Support
Industry Financial Services
Experience
UBS January 2012 - Present
UBS Wealth Management March 2009 - January 2012
UBS Wealth Management January 2008 - March 2009
UBS Wealth Management July 2005 - January 2008
UBS Wealth Management October 2003 - July 2005
UBS Wealth Management June 2000 - September 2003
Alliance Capital Management November 1997 - May 2000
Skills
Mutual Funds, Call Center, Asset Managment, Financial Services, Team Management, Project Management, Equities, Call Centers, Series 7, Service Delivery, Investments, Series 63, CRM, Disaster Recovery, Management
Education
Muhlenberg College 1983 — 1987
BA, Double Major--Economics and Business
UBS January 2012 - Present
UBS Wealth Management March 2009 - January 2012
UBS Wealth Management January 2008 - March 2009
UBS Wealth Management July 2005 - January 2008
UBS Wealth Management October 2003 - July 2005
UBS Wealth Management June 2000 - September 2003
Alliance Capital Management November 1997 - May 2000
Skills
Mutual Funds, Call Center, Asset Managment, Financial Services, Team Management, Project Management, Equities, Call Centers, Series 7, Service Delivery, Investments, Series 63, CRM, Disaster Recovery, Management
Education
Muhlenberg College 1983 — 1987
BA, Double Major--Economics and Business
Chris Cassaday's UBS Experience April 2005 - Present
Job VP Investments at UBS
Industry Investment Management
Experience
UBS April 2005 - Present
Piper Jaffray December 1998 - April 2005
Norwest Investments September 1993 - December 1998
Education
Morningside College 1985 — 1989
B.S., Economics & Business Admin / Finance
UBS April 2005 - Present
Piper Jaffray December 1998 - April 2005
Norwest Investments September 1993 - December 1998
Education
Morningside College 1985 — 1989
B.S., Economics & Business Admin / Finance
Tian Gao's UBS Experience January 2007 - June 2008
Job Senior PeopleSoft consultant at Madison Square Garden
Industry Media Production
Experience
Madison Square Garden October 2008 - Present
UBS January 2007 - June 2008
UBS Investment Bank 2007 - 2008
Liz Claiborne April 2001 - January 2007
Education
Montclair State University 1996 — 1999
Madison Square Garden October 2008 - Present
UBS January 2007 - June 2008
UBS Investment Bank 2007 - 2008
Liz Claiborne April 2001 - January 2007
Education
Montclair State University 1996 — 1999
Laurie Pallas's UBS Experience January 2013 - Present
Job Senior Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS January 2013 - Present
Credit Suisse January 2011 - April 2012
Credit Suisse November 2008 - April 2012
Credit Suisse January 2004 - January 2008
Credit Suisse Asset Management January 2000 - April 2004
Warburg Pincus January 1998 - April 2000
Skills
Series 6, 7, 63, 66, 9,...
Education
Muhlenberg College 1991 — 1995
Bachelor of Arts (BA), Economics/ Finance
DePaul High School
UBS January 2013 - Present
Credit Suisse January 2011 - April 2012
Credit Suisse November 2008 - April 2012
Credit Suisse January 2004 - January 2008
Credit Suisse Asset Management January 2000 - April 2004
Warburg Pincus January 1998 - April 2000
Skills
Series 6, 7, 63, 66, 9,...
Education
Muhlenberg College 1991 — 1995
Bachelor of Arts (BA), Economics/ Finance
DePaul High School
Cristina Rodriguez's UBS Experience 2003 - 2003
Job Business Engagement Manager at Tata Consultancy Services
Industry Information Technology and Services
Experience
Tata Consultancy Services June 2014 - Present
Tata Consultancy Services June 2012 - June 2014
Infosys Consulting, Inc. June 2011 - August 2011
Meridian Capital Group 2010 - 2010
The Bank of New York Mellon 2007 - 2010
Home Vega 2004 - 2007
UBS 2003 - 2003
Skills
Strategy, Competitive Analysis, Business Strategy, Management Consulting, Strategic Planning, Due Diligence, Cross-functional Team..., Product Management, Market Research, Business Analysis, Business Transformation, Organizational Change..., Business Development, Project Management, Account Management, Digital Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
Mount Holyoke College 2000 — 2004
Bachelor of Arts, International Relations (with concentration in Economics)
Università Commerciale 'Luigi Bocconi' 2003 — 2003
Semester Abroad, Business
Tata Consultancy Services June 2014 - Present
Tata Consultancy Services June 2012 - June 2014
Infosys Consulting, Inc. June 2011 - August 2011
Meridian Capital Group 2010 - 2010
The Bank of New York Mellon 2007 - 2010
Home Vega 2004 - 2007
UBS 2003 - 2003
Skills
Strategy, Competitive Analysis, Business Strategy, Management Consulting, Strategic Planning, Due Diligence, Cross-functional Team..., Product Management, Market Research, Business Analysis, Business Transformation, Organizational Change..., Business Development, Project Management, Account Management, Digital Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
Mount Holyoke College 2000 — 2004
Bachelor of Arts, International Relations (with concentration in Economics)
Università Commerciale 'Luigi Bocconi' 2003 — 2003
Semester Abroad, Business
Deepak Khandelwal's UBS Experience February 2010 - September 2010
Job VP at JP Morgan Chase
Industry Computer Software
Experience
JP Morgan Chase September 2010 - Present
UBS February 2010 - September 2010
JP Morgan Chase May 2007 - December 2009
Amdocs July 2005 - October 2007
HCL Technologies January 2003 - July 2004
Education
Motilal Nehru National Institute Of Technology 2000 — 2003
MCA
JP Morgan Chase September 2010 - Present
UBS February 2010 - September 2010
JP Morgan Chase May 2007 - December 2009
Amdocs July 2005 - October 2007
HCL Technologies January 2003 - July 2004
Education
Motilal Nehru National Institute Of Technology 2000 — 2003
MCA
Sanjay Panjnani's UBS Experience 2005 - 2006
Job Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital 2005 - Present
Bear Stearns 2006 - 2006
Bear Stearns 2006 - 2006
UBS 2005 - 2006
Credit Suisse First Boston 2003 - 2005
CSFB 2003 - 2005
Credit Suisse 2003 - 2005
General Electric 1999 - 2003
Bently Nevada 1998 - 2003
GE Energy 1998 - 2003
Skills
Multithreading, WCF, WPF, WinForms, Visual C++, Financials, Investment Banking, MBS, CMBS, Securitized Products, Banking, C++, C#, Visual C#, Infragistics, Equities, Trading Systems, System Architecture, Order Management, SQL Server, MQ, Solace, TIBCO, ABS, Risk, Structured Products, Design Patterns, OOAD, SDLC, Low Latency
Education
NCST 1997 — 2000
PG in Software Technology
Narsee Monjee Institute of Management Studies 1997 — 1998
PGDST, Post graduation in Software technology
University of Mumbai 1991 — 1995
St Joseph's High School Juhu 1978 — 1988
SSC
Barclays Capital 2005 - Present
Bear Stearns 2006 - 2006
Bear Stearns 2006 - 2006
UBS 2005 - 2006
Credit Suisse First Boston 2003 - 2005
CSFB 2003 - 2005
Credit Suisse 2003 - 2005
General Electric 1999 - 2003
Bently Nevada 1998 - 2003
GE Energy 1998 - 2003
Skills
Multithreading, WCF, WPF, WinForms, Visual C++, Financials, Investment Banking, MBS, CMBS, Securitized Products, Banking, C++, C#, Visual C#, Infragistics, Equities, Trading Systems, System Architecture, Order Management, SQL Server, MQ, Solace, TIBCO, ABS, Risk, Structured Products, Design Patterns, OOAD, SDLC, Low Latency
Education
NCST 1997 — 2000
PG in Software Technology
Narsee Monjee Institute of Management Studies 1997 — 1998
PGDST, Post graduation in Software technology
University of Mumbai 1991 — 1995
St Joseph's High School Juhu 1978 — 1988
SSC
Sean Reiman's UBS Experience 2000 - 2006
Job Associate Director
Industry Financial Services
Experience
UBS Wealth Management June 2015 - June 2015
American Stock Transfer & Trust Co LLC January 2010 - May 2015
Computershare July 2006 - November 2009
UBS 2000 - 2006
Skills
Project Management, Microsoft Excel, Financial Services, Requirements Analysis, Microsoft Office, New Business Development, SDLC, Vendor Management, Product Development, Financial Analysis, Process Improvement, Risk Management, Program Management, Business Intelligence, Strategic Planning, Data Analysis, Customer Service, Management, Business Development, Integration, Securities, PMO, Budgets, Business Process..., Mutual Funds, Microsoft Word, Salesforce.com, Leadership, Outsourcing, Business Strategy, Team Building, Business Requirements, Negotiation, Analytics, Business Analysis, Project Planning, Account Management, Access, Analysis, Options, Change Management, Team Leadership, Equities, Product Management, PowerPoint, Banking
Education
Nassau Community College 1989 — 1990
UBS Wealth Management June 2015 - June 2015
American Stock Transfer & Trust Co LLC January 2010 - May 2015
Computershare July 2006 - November 2009
UBS 2000 - 2006
Skills
Project Management, Microsoft Excel, Financial Services, Requirements Analysis, Microsoft Office, New Business Development, SDLC, Vendor Management, Product Development, Financial Analysis, Process Improvement, Risk Management, Program Management, Business Intelligence, Strategic Planning, Data Analysis, Customer Service, Management, Business Development, Integration, Securities, PMO, Budgets, Business Process..., Mutual Funds, Microsoft Word, Salesforce.com, Leadership, Outsourcing, Business Strategy, Team Building, Business Requirements, Negotiation, Analytics, Business Analysis, Project Planning, Account Management, Access, Analysis, Options, Change Management, Team Leadership, Equities, Product Management, PowerPoint, Banking
Education
Nassau Community College 1989 — 1990
Nikhil Singhvi's UBS Experience 1997 - 1999
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse 2010 - Present
Citigroup August 2001 - September 2010
ING Barings August 2000 - June 2001
Commerzbank 1999 - 2000
UBS 1997 - 1999
Deutsche Bank 1996 - 1997
Tata Consultancy Services July 1990 - July 1996
Skills
Equities, Electronic Trading, Trading Systems, Fixed Income, Investment Banking, Capital Markets, Derivatives, Market Data, Equity Derivatives, Trading, Low Latency, Prime Brokerage, Financial Markets, Back Office, Risk Management, Middle Office
Education
CFA Institute 1997 — 2000
CFA, Finance
ICFAI 1990 — 1993
Masters, Finance
National Institute of Technology Warangal 1986 — 1990
B Tech, Computer Science
Credit Suisse 2010 - Present
Citigroup August 2001 - September 2010
ING Barings August 2000 - June 2001
Commerzbank 1999 - 2000
UBS 1997 - 1999
Deutsche Bank 1996 - 1997
Tata Consultancy Services July 1990 - July 1996
Skills
Equities, Electronic Trading, Trading Systems, Fixed Income, Investment Banking, Capital Markets, Derivatives, Market Data, Equity Derivatives, Trading, Low Latency, Prime Brokerage, Financial Markets, Back Office, Risk Management, Middle Office
Education
CFA Institute 1997 — 2000
CFA, Finance
ICFAI 1990 — 1993
Masters, Finance
National Institute of Technology Warangal 1986 — 1990
B Tech, Computer Science
Jim Gilroy's UBS Experience May 1998 - August 1999
Job SVP Technology Operations at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group March 2006 - Present
NSLIJ/Perot Systems September 2001 - March 2006
UBS/Perot Systems August 1999 - July 2001
UBS May 1998 - August 1999
Education
Nassau Community College
The Blackstone Group March 2006 - Present
NSLIJ/Perot Systems September 2001 - March 2006
UBS/Perot Systems August 1999 - July 2001
UBS May 1998 - August 1999
Education
Nassau Community College
Tania Henriques's UBS Experience July 2015 - Present
Job Compliance Analyst at UBS
Industry Financial Services
Experience
UBS July 2015 - Present
UBS December 2011 - July 2015
Zucker, Goldberg & Ackerman, LLC March 2009 - October 2011
VMP Photography February 2007 - February 2009
CCA International June 2005 - August 2006
Skills
Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Teamwork, Data Analysis, Leadership, Time Management, Access, Editing, Marketing Research, Oracle Discoverer, SharePoint, Web Content Management, LexisNexis, Project Management, Risk Management
Education
Montclair State University 2003 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Marketing, General
UBS July 2015 - Present
UBS December 2011 - July 2015
Zucker, Goldberg & Ackerman, LLC March 2009 - October 2011
VMP Photography February 2007 - February 2009
CCA International June 2005 - August 2006
Skills
Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Teamwork, Data Analysis, Leadership, Time Management, Access, Editing, Marketing Research, Oracle Discoverer, SharePoint, Web Content Management, LexisNexis, Project Management, Risk Management
Education
Montclair State University 2003 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Marketing, General
Lisa Garruzzo's UBS Experience April 2007 - April 2008
Job Appalachian Trail ThruHiker
Industry Health, Wellness and Fitness
Experience
Go. Own It February 2015 - August 2015
Tiffany & Co. April 2008 - October 2014
UBS April 2007 - April 2008
Janome America, Inc. July 1995 - October 2006
Skills
Disaster Recovery, ITIL, Leadership, Project Management, Integration, Vendor Management, Management, Technical Support, Servers, Security, Active Directory, Business Analysis, IT Strategy, Windows Server, Process Improvement, IIS, Information Technology, Microsoft Exchange, IT Management, System Administration, IT Service Management
Education
Mount Saint Mary College 1999 — 2005
Computer Science
Mount Saint Mary College
Computer Science
Go. Own It February 2015 - August 2015
Tiffany & Co. April 2008 - October 2014
UBS April 2007 - April 2008
Janome America, Inc. July 1995 - October 2006
Skills
Disaster Recovery, ITIL, Leadership, Project Management, Integration, Vendor Management, Management, Technical Support, Servers, Security, Active Directory, Business Analysis, IT Strategy, Windows Server, Process Improvement, IIS, Information Technology, Microsoft Exchange, IT Management, System Administration, IT Service Management
Education
Mount Saint Mary College 1999 — 2005
Computer Science
Mount Saint Mary College
Computer Science
Brenda O'Connor's UBS Experience 1994 - 1999
Job Senior Partner, Human Resources Business Partner, MediaCom
Industry Marketing and Advertising
Experience
MediaCom January 2015 - Present
Sudler & Hennessey July 2013 - Present
Sudler & Hennessey June 2003 - Present
Interbrand 2001 - 2003
Interactive8/Luminant 1999 - 2000
UBS 1994 - 1999
Skills
Recruiting, Talent Management, Onboarding, Advertising, Employee Relations, Talent Acquisition, HRIS, Integrated Marketing, Digital Marketing, Human Resources, Internal Communications, Marketing Communications, Strategic Planning, Social Media, Training, Leadership, CRM, Management
Education
Mount Saint Mary College 1987 — 1991
Business Administration
MediaCom January 2015 - Present
Sudler & Hennessey July 2013 - Present
Sudler & Hennessey June 2003 - Present
Interbrand 2001 - 2003
Interactive8/Luminant 1999 - 2000
UBS 1994 - 1999
Skills
Recruiting, Talent Management, Onboarding, Advertising, Employee Relations, Talent Acquisition, HRIS, Integrated Marketing, Digital Marketing, Human Resources, Internal Communications, Marketing Communications, Strategic Planning, Social Media, Training, Leadership, CRM, Management
Education
Mount Saint Mary College 1987 — 1991
Business Administration
Rhitu Raj Sarma's UBS Experience 2003 - Present
Job Asst. Director at UBS
Industry Financial Services
Experience
UBS 2003 - Present
ES3 2003 - 2003
Bahwan CyberTek Inc 2000 - 2003
The Hartford 2001 - 2002
HCL Infosystems Ltd. 1996 - 2000
Education
National Institute of Technology Warangal 1992 — 1996
B.Tech., Electronics & Comm.
Cotton College, Guwahati 1990 — 1992
HS, Math, Physics, Chemistry
UBS 2003 - Present
ES3 2003 - 2003
Bahwan CyberTek Inc 2000 - 2003
The Hartford 2001 - 2002
HCL Infosystems Ltd. 1996 - 2000
Education
National Institute of Technology Warangal 1992 — 1996
B.Tech., Electronics & Comm.
Cotton College, Guwahati 1990 — 1992
HS, Math, Physics, Chemistry
Jennifer Puca's UBS Experience DirectorUBS Investment Bank2000 - Present
Job Director at UBS
Industry Investment Banking
Experience
UBS DirectorUBS Investment Bank2000 - Present
Education
Mount St. Mary's University 1987 — 1991
UBS DirectorUBS Investment Bank2000 - Present
Education
Mount St. Mary's University 1987 — 1991
Jayesh Bhatia's UBS Experience January 2012 - Present
Job Storage Manager at UBS
Industry Financial Services
Experience
UBS January 2012 - Present
UBS January 2007 - December 2012
NBC Universal August 2001 - November 2006
Genpact 1999 - 2001
Skills
NetApp, SQL, Disaster Recovery, Netbackup, Service Delivery, Storage Area Networks, Risk Management, ITIL, Unix, Solaris, Data Center, SAN, Replication, Storage, Project Management, High Availability, IT Service Management, Vendor Management, Virtualization
Education
Nagpur University 1992 — 1998
Bachelor of Science (B.Sc.), Electronics & Computer Science
UBS January 2012 - Present
UBS January 2007 - December 2012
NBC Universal August 2001 - November 2006
Genpact 1999 - 2001
Skills
NetApp, SQL, Disaster Recovery, Netbackup, Service Delivery, Storage Area Networks, Risk Management, ITIL, Unix, Solaris, Data Center, SAN, Replication, Storage, Project Management, High Availability, IT Service Management, Vendor Management, Virtualization
Education
Nagpur University 1992 — 1998
Bachelor of Science (B.Sc.), Electronics & Computer Science
Joseph Polifonte's UBS Experience 2003 - Present
Job Business Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS 2003 - Present
Education
Montclair State University 2001 — 2005
UBS 2003 - Present
Education
Montclair State University 2001 — 2005
Suresh Nagumalla's UBS Experience 2006 - 2008
Job Project Manager at Dassault Systemes
Industry Computer Software
Experience
Dassault Systemes June 2008 - Present
UBS 2006 - 2008
Satyam Computer Services 1998 - 2000
Skills
Software Project..., Agile Methodologies, SDLC, Project Management, Product Lifecycle...
Education
National Institute of Technology Warangal 1990 — 1992
M.Tech
Sri Venkateswara University 1986 — 1990
B.Tech
G.J.College, Chodavaram
Dassault Systemes June 2008 - Present
UBS 2006 - 2008
Satyam Computer Services 1998 - 2000
Skills
Software Project..., Agile Methodologies, SDLC, Project Management, Product Lifecycle...
Education
National Institute of Technology Warangal 1990 — 1992
M.Tech
Sri Venkateswara University 1986 — 1990
B.Tech
G.J.College, Chodavaram
Salvatore Altomare's UBS Experience March 2006 - May 2011
Job Senior Business Continuity Advisor at AIG American International Group, Inc.
Industry Financial Services
Experience
AIG - American International Group, Inc. May 2011 - Present
UBS March 2006 - May 2011
Panasonic February 1995 - August 2005
ADP February 1994 - February 1995
Kmart Fashions 1984 - 1994
Skills
Disaster Recovery, Program Management, Business Analysis, Data Center, Risk Management, Storage Area Networks, Operational Risk..., IT Strategy, Business Continuity, Vendor Management, Incident Management, Technical Support, Project Portfolio..., Enterprise Architecture, Cross-functional Team..., Project Management, IT Service Management, SDLC, Requirements Analysis, Business Continuity..., Change Management, Outsourcing, Information Security, Strategy, Management, Visio, Process Improvement, Risk Assessment, Governance, Business Intelligence, Strategic Planning, IT Operations, Business Process, Integration, Financial Risk, PMO, Crisis Management, ITIL, IT Management, Financial Services, Enterprise Risk..., Business Process...
Education
Montclair State University
AIG - American International Group, Inc. May 2011 - Present
UBS March 2006 - May 2011
Panasonic February 1995 - August 2005
ADP February 1994 - February 1995
Kmart Fashions 1984 - 1994
Skills
Disaster Recovery, Program Management, Business Analysis, Data Center, Risk Management, Storage Area Networks, Operational Risk..., IT Strategy, Business Continuity, Vendor Management, Incident Management, Technical Support, Project Portfolio..., Enterprise Architecture, Cross-functional Team..., Project Management, IT Service Management, SDLC, Requirements Analysis, Business Continuity..., Change Management, Outsourcing, Information Security, Strategy, Management, Visio, Process Improvement, Risk Assessment, Governance, Business Intelligence, Strategic Planning, IT Operations, Business Process, Integration, Financial Risk, PMO, Crisis Management, ITIL, IT Management, Financial Services, Enterprise Risk..., Business Process...
Education
Montclair State University
Lauren Casa's UBS Experience September 2012 - Present
Job Director, Campus Recruitment & Development at UBS
Industry Financial Services
Experience
UBS September 2012 - Present
UBS January 2010 - September 2012
Merrill Lynch November 2006 - March 2009
Morgan Stanley July 2006 - October 2006
Morgan Stanley September 2005 - July 2006
Morgan Stanley March 2003 - September 2005
Morgan Stanley March 2000 - March 2003
Skills
Change Management, Human Resources, Leadership, Management, Program Management, Recruiting, Strategy, Employee Relations, Financial Services
Education
Muhlenberg College 1994 — 1998
BA, English
Goldsmiths College, University of London 1996 — 1996
English Literature
Union Catholic Regional High School 1990 — 1994
UBS September 2012 - Present
UBS January 2010 - September 2012
Merrill Lynch November 2006 - March 2009
Morgan Stanley July 2006 - October 2006
Morgan Stanley September 2005 - July 2006
Morgan Stanley March 2003 - September 2005
Morgan Stanley March 2000 - March 2003
Skills
Change Management, Human Resources, Leadership, Management, Program Management, Recruiting, Strategy, Employee Relations, Financial Services
Education
Muhlenberg College 1994 — 1998
BA, English
Goldsmiths College, University of London 1996 — 1996
English Literature
Union Catholic Regional High School 1990 — 1994
Andrei Litvintsev's UBS Experience 2003 - 2004
Job MD, partner in Fieldstone Capital
Industry Financial Services
Experience
Fieldstone Capital Group 2013 - Present
The Seaport Group 2010 - 2013
Sunrise Securities 2009 - 2010
NSM Capital 2008 - 2009
Wachovia Securities 2004 - 2008
UBS 2003 - 2004
Bear Stearns 2001 - 2003
Skills
Capital Markets, ABS, Fixed Income, Derivatives, Structured Products, MBS, Hedge Funds, Credit Derivatives, Trading, Structured Finance, CDO, Quantitative Finance, Securitization, Bonds, Bloomberg, Financial Structuring, CDS, CMBS
Education
Moscow Institute of Physics and Technology (State University) (MIPT)
MS, Theoretical Physics
Stony Brook University
PhD, Theoretical Physics
Fieldstone Capital Group 2013 - Present
The Seaport Group 2010 - 2013
Sunrise Securities 2009 - 2010
NSM Capital 2008 - 2009
Wachovia Securities 2004 - 2008
UBS 2003 - 2004
Bear Stearns 2001 - 2003
Skills
Capital Markets, ABS, Fixed Income, Derivatives, Structured Products, MBS, Hedge Funds, Credit Derivatives, Trading, Structured Finance, CDO, Quantitative Finance, Securitization, Bonds, Bloomberg, Financial Structuring, CDS, CMBS
Education
Moscow Institute of Physics and Technology (State University) (MIPT)
MS, Theoretical Physics
Stony Brook University
PhD, Theoretical Physics
Regina Geoghan's UBS Experience April 2008 - June 2008
Job Regina Geoghan Photography and Creative Writing at Freelance Photography, Creative Writing and Technical Writing
Industry Writing and Editing
Experience
Consultant Regina Geoghan - Photography and Creative WritingFreelance Photography, Creative Writing and Technical WritingJanuary 2012 - Present
UBS April 2008 - June 2008
JPMorganChase 2005 - 2007
Sanwa Bank (UFJ) 1999 - 2006
AT&T 1982 - 1997
Skills
Project Management, Training, Team Building, Technical Writing, Editing, Photography, Photoshop,, Photography, Software Documentation, Management, Creative Writing, Requirements Analysis
Education
Montclair State University
Master of Arts (M.A.), Psychology
Consultant Regina Geoghan - Photography and Creative WritingFreelance Photography, Creative Writing and Technical WritingJanuary 2012 - Present
UBS April 2008 - June 2008
JPMorganChase 2005 - 2007
Sanwa Bank (UFJ) 1999 - 2006
AT&T 1982 - 1997
Skills
Project Management, Training, Team Building, Technical Writing, Editing, Photography, Photoshop,, Photography, Software Documentation, Management, Creative Writing, Requirements Analysis
Education
Montclair State University
Master of Arts (M.A.), Psychology
Kim Bober, CEP's UBS Experience Implementation ManagerMorgan Stanley2001 - 2006
Job Client Service Manager / Data Solutions Analyst at UBS
Industry Financial Services
Experience
UBS Implementation ManagerMorgan Stanley2001 - 2006
Education
Montclair State University
UBS Implementation ManagerMorgan Stanley2001 - 2006
Education
Montclair State University
Dariusz Baran's UBS Experience 2005 - 2008
Job Senior Treasury Analyst, CTP
Industry Accounting
Experience
Ernst & Young September 2010 - Present
Ernst & Young March 2008 - September 2010
UBS 2005 - 2008
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Sarbanes-Oxley Act, Cash Management, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Finance, Risk Management, Treasury Management, Bloomberg
Education
CTP
Certified Treasury Professional
Montclair State University 2001 — 2005
Bachelor of Science (BS), Finance
Ernst & Young September 2010 - Present
Ernst & Young March 2008 - September 2010
UBS 2005 - 2008
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Sarbanes-Oxley Act, Cash Management, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Finance, Risk Management, Treasury Management, Bloomberg
Education
CTP
Certified Treasury Professional
Montclair State University 2001 — 2005
Bachelor of Science (BS), Finance
Yuri Strelkov's UBS Experience November 2005 - April 2010
Job Experienced Software Developer/Architect
Industry Computer Software
Experience
Barclays Investment Bank May 2013 - Present
Bloomberg LP October 2011 - October 2012
UBS November 2005 - April 2010
Goldman Sachs August 2000 - October 2005
Skills
C, C++, Java, Assembler, C#, Python, Multithreading, Concurrent Programming, Unix, Windows, Distributed Systems, Trading Systems, Business Analysis, Fixed Income, Electronic Trading, SDLC, Algorithms, Scalability, Object Oriented Design
Education
Moscow Institute of Physics and Technology (State University) (MIPT) 1979 — 1985
MS, Applied Mathematics
Barclays Investment Bank May 2013 - Present
Bloomberg LP October 2011 - October 2012
UBS November 2005 - April 2010
Goldman Sachs August 2000 - October 2005
Skills
C, C++, Java, Assembler, C#, Python, Multithreading, Concurrent Programming, Unix, Windows, Distributed Systems, Trading Systems, Business Analysis, Fixed Income, Electronic Trading, SDLC, Algorithms, Scalability, Object Oriented Design
Education
Moscow Institute of Physics and Technology (State University) (MIPT) 1979 — 1985
MS, Applied Mathematics
Anthony Cali's UBS Experience October 2009 - September 2011
Job Vice President at HSBC
Industry Financial Services
Experience
HSBC December 2014 - Present
Credit Suisse September 2011 - December 2014
UBS October 2009 - September 2011
UBS January 2007 - October 2009
UBS January 2004 - January 2007
UBS October 1998 - January 2004
Geotek Communication 1995 - 1998
Prudential Insurance 1991 - 1995
Skills
Talent Management, Succession Planning, Mergers, Deferred Compensation, Employee Benefits, Performance Management, HRIS, Wealth Management, Change Management, Executive Pay, Recruiting, Talent Acquisition, Employee Relations, PeopleSoft, Employee Engagement, Mergers & Acquisitions, Outsourcing, Onboarding, Organizational Design, Personnel Management, Human Resources, Financial Services, HR Transformation, Organizational..., Mutual Funds, Workforce Planning, Applicant Tracking...
Education
Montclair State University
BS, Finance
HSBC December 2014 - Present
Credit Suisse September 2011 - December 2014
UBS October 2009 - September 2011
UBS January 2007 - October 2009
UBS January 2004 - January 2007
UBS October 1998 - January 2004
Geotek Communication 1995 - 1998
Prudential Insurance 1991 - 1995
Skills
Talent Management, Succession Planning, Mergers, Deferred Compensation, Employee Benefits, Performance Management, HRIS, Wealth Management, Change Management, Executive Pay, Recruiting, Talent Acquisition, Employee Relations, PeopleSoft, Employee Engagement, Mergers & Acquisitions, Outsourcing, Onboarding, Organizational Design, Personnel Management, Human Resources, Financial Services, HR Transformation, Organizational..., Mutual Funds, Workforce Planning, Applicant Tracking...
Education
Montclair State University
BS, Finance
Tian Gao's UBS Experience January 2007 - June 2008
Job PeopleSoft application specialist at NYU Medical Center
Industry Information Technology and Services
Experience
NYU Medical Center June 2009 - Present
Madison Square Garden September 2008 - February 2009
UBS January 2007 - June 2008
Liz Claiborne April 2001 - January 2007
Bed Bath & Beyond September 1999 - September 2000
Skills
PeopleSoft, SDLC, PeopleTools, Visio, Data Warehousing, Oracle, Software Implementation, Business Analysis, IT Strategy, Enterprise Architecture, Vendor Management, Requirements Analysis, IT Management, PMP, ERP, SharePoint, Programming, Requirements Gathering
Education
Montclair State University 1997 — 1999
MS, Management Information System
NYU Medical Center June 2009 - Present
Madison Square Garden September 2008 - February 2009
UBS January 2007 - June 2008
Liz Claiborne April 2001 - January 2007
Bed Bath & Beyond September 1999 - September 2000
Skills
PeopleSoft, SDLC, PeopleTools, Visio, Data Warehousing, Oracle, Software Implementation, Business Analysis, IT Strategy, Enterprise Architecture, Vendor Management, Requirements Analysis, IT Management, PMP, ERP, SharePoint, Programming, Requirements Gathering
Education
Montclair State University 1997 — 1999
MS, Management Information System
Eunice Han's UBS Experience 1992 - 1996
Job Independent Broadcast Media Professional
Industry Broadcast Media
Experience
NY1 NEWS January 2000 - 2010
WABC-TV/McGraw-Hill Companies 2003 - 2008
CNBC 1999 - 2000
THE ECONOMIST GROUP October 1997 - September 1998
UBS 1992 - 1996
CHANEL, Inc. 1990 - 1992
Skills
Communications, Creative Writing, Copy Editing, Press Releases, Troubleshooting, Root Cause Analysis, Creative Solutions, High Level Of Accuracy, Visual Basic, Artistic Abilities
Education
Mount Holyoke College
Bachelor of Arts, International Relations
NY1 NEWS January 2000 - 2010
WABC-TV/McGraw-Hill Companies 2003 - 2008
CNBC 1999 - 2000
THE ECONOMIST GROUP October 1997 - September 1998
UBS 1992 - 1996
CHANEL, Inc. 1990 - 1992
Skills
Communications, Creative Writing, Copy Editing, Press Releases, Troubleshooting, Root Cause Analysis, Creative Solutions, High Level Of Accuracy, Visual Basic, Artistic Abilities
Education
Mount Holyoke College
Bachelor of Arts, International Relations
Barry T. Warren's UBS Experience 1996 - 1998
Job Tax Credits and Incentives
Industry Accounting
Experience
Equifax Workforce Solutions March 2011 - Present
ADP Tax Credit Services July 2007 - February 2011
Mortgage Now, Inc. June 2003 - March 2007
Bear Stearns August 2000 - May 2003
UBS 1996 - 1998
Chase Manhattan Bank 1994 - 1996
Skills
Financial Analysis, Financial Modeling, Mergers, Equities, Credit, Loans, Analysis, Cash Flow, Tax, Sales, CRM, Management, Mergers & Acquisitions, Auditing, Accounting, Financial Reporting, Microsoft Excel
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA
Morehouse College 1990 — 1994
Bachelor of Arts (B.A.)
Equifax Workforce Solutions March 2011 - Present
ADP Tax Credit Services July 2007 - February 2011
Mortgage Now, Inc. June 2003 - March 2007
Bear Stearns August 2000 - May 2003
UBS 1996 - 1998
Chase Manhattan Bank 1994 - 1996
Skills
Financial Analysis, Financial Modeling, Mergers, Equities, Credit, Loans, Analysis, Cash Flow, Tax, Sales, CRM, Management, Mergers & Acquisitions, Auditing, Accounting, Financial Reporting, Microsoft Excel
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA
Morehouse College 1990 — 1994
Bachelor of Arts (B.A.)
Jim Forte's UBS Experience September 2001 - September 2007
Job Gunnery Sergeant, US Marines
Industry Military
Experience
US Marines 2010 - Present
IHS November 2011 - August 2013
Royal Bank of Scotland October 2010 - November 2011
US Marines 1992 - 2010
Mount Saint Mary College 2009 - 2009
BNP Paribas September 2007 - October 2008
UBS September 2001 - September 2007
UBS 2000 - 2001
UBS 1999 - 2000
UBS 1997 - September 1999
Skills
Leadership, Management, CRM, Training, Strategic Planning, Project Management, Analysis, Marketing, Account Management, Project Planning, Budgets, Six Sigma, Equities, Talent Management, Derivatives, Operational Risk...
Education
Villanova University 2009 — 2010
Mount Saint Mary College
MBA
State University of New York College at Oneonta 1989 — 1991
BS
Sacred Heart University
US Marines 2010 - Present
IHS November 2011 - August 2013
Royal Bank of Scotland October 2010 - November 2011
US Marines 1992 - 2010
Mount Saint Mary College 2009 - 2009
BNP Paribas September 2007 - October 2008
UBS September 2001 - September 2007
UBS 2000 - 2001
UBS 1999 - 2000
UBS 1997 - September 1999
Skills
Leadership, Management, CRM, Training, Strategic Planning, Project Management, Analysis, Marketing, Account Management, Project Planning, Budgets, Six Sigma, Equities, Talent Management, Derivatives, Operational Risk...
Education
Villanova University 2009 — 2010
Mount Saint Mary College
MBA
State University of New York College at Oneonta 1989 — 1991
BS
Sacred Heart University
Sean Quigley's UBS Experience June 1993 - September 1993
Job Electronic Execution Sales at Citi
Industry Financial Services
Experience
Citi October 2007 - Present
Susquehanna International Group October 2002 - October 2007
Deutsche Bank (NDB Capital Markets) March 1996 - June 2002
National Discount Brokers March 1994 - March 1996
UBS June 1993 - September 1993
Skills
Series 24, Trading, Electronic Trading, Equities, Fixed Income, Trading Systems, Series 7, Options, Equity Trading, Series 63, Capital Markets, Market Data, Bloomberg, Financial Markets, Securities, Derivatives, Investments, Hedge Funds, Asset Management, Equity Derivatives, FINRA
Education
Montclair State University
Bachelor of Science, Advanced Accounting, Managerial and Applied Statistics, Economics, Financial Analysis and Marketing
Citi October 2007 - Present
Susquehanna International Group October 2002 - October 2007
Deutsche Bank (NDB Capital Markets) March 1996 - June 2002
National Discount Brokers March 1994 - March 1996
UBS June 1993 - September 1993
Skills
Series 24, Trading, Electronic Trading, Equities, Fixed Income, Trading Systems, Series 7, Options, Equity Trading, Series 63, Capital Markets, Market Data, Bloomberg, Financial Markets, Securities, Derivatives, Investments, Hedge Funds, Asset Management, Equity Derivatives, FINRA
Education
Montclair State University
Bachelor of Science, Advanced Accounting, Managerial and Applied Statistics, Economics, Financial Analysis and Marketing
Amrita Gandhi's UBS Experience March 2007 - May 2008
Job Sr Analyst (Cost & Resource Management) at UBS
Industry Market Research
Experience
UBS March 2007 - May 2008
TNS Global February 2006 - November 2006
IMRB International June 2004 - October 2005
ACNielsen April 2003 - June 2003
Education
Mudra Institute of Communications Ahmedabad 2002 — 2004
PGDCM, Marketing Research, Brand Management
Nagpur University 1998 — 2002
B.E., Computer Technology
Bharatiya Vidya Bhavan's Bhagwandas Purohit Vidya Mandir 1984 — 1998
School (Class X and XII)
UBS March 2007 - May 2008
TNS Global February 2006 - November 2006
IMRB International June 2004 - October 2005
ACNielsen April 2003 - June 2003
Education
Mudra Institute of Communications Ahmedabad 2002 — 2004
PGDCM, Marketing Research, Brand Management
Nagpur University 1998 — 2002
B.E., Computer Technology
Bharatiya Vidya Bhavan's Bhagwandas Purohit Vidya Mandir 1984 — 1998
School (Class X and XII)
Greg Contaldi's UBS Experience Director, Client Aligned Asset Services, Corporate Actions and ProxyUBS Investment BankMay 2006 - Present
Job Director, Client Aligned Asset Services at UBS Investment Bank
Industry Banking
Experience
UBS Director, Client Aligned Asset Services, Corporate Actions and ProxyUBS Investment BankMay 2006 - Present
Morgan Stanley 2000 - 2006
Goldman Sachs 1998 - 2000
Morgan Stanley 1990 - 1998
Skills
Prime Brokerage, Equities, Middle Office, Electronic Trading, Portfolio Management, Risk Management, Fixed Income, Corporate Actions, Hedge Funds, Trading, Settlement, Derivatives, Swaps, Capital Markets, Dividends, Securities Lending, Asset Management, Investment Banking, Securities, Financial Services, Back Office, FX Options, Trading Systems, Bloomberg, Alternative Investments, Financial Markets, Global Custody, Equity Derivatives, Series 7
Education
Montclair State University
Management and Marketing
Montclair State University
UBS Director, Client Aligned Asset Services, Corporate Actions and ProxyUBS Investment BankMay 2006 - Present
Morgan Stanley 2000 - 2006
Goldman Sachs 1998 - 2000
Morgan Stanley 1990 - 1998
Skills
Prime Brokerage, Equities, Middle Office, Electronic Trading, Portfolio Management, Risk Management, Fixed Income, Corporate Actions, Hedge Funds, Trading, Settlement, Derivatives, Swaps, Capital Markets, Dividends, Securities Lending, Asset Management, Investment Banking, Securities, Financial Services, Back Office, FX Options, Trading Systems, Bloomberg, Alternative Investments, Financial Markets, Global Custody, Equity Derivatives, Series 7
Education
Montclair State University
Management and Marketing
Montclair State University
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
Vyacheslav Malinovskyy's UBS Experience September 2013 - Present
Job Sr.Software Engineer/Maintenance Coordinator Team Lead at Investment Bank on behalf of EPAM Systems
Industry Information Technology and Services
Experience
UBS September 2013 - Present
Barclays June 2011 - September 2013
Terra Hard LLC March 2010 - December 2012
Giftec LLC. December 2006 - June 2011
System Capital Management Service Co.Ltd (SCM Service) April 2006 - December 2006
Skills
Incident Management, SQL, Active Directory, Unix, ITIL, Linux, Apache, TCP/IP, DNS, Windows Server, IIS, VMware, Servers, DHCP, Red Hat Linux, Shell Scripting
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1997 — 2003
Master
Institute of Cybernetics im. V.M.Glushkova 2003 — 2006
Graduate Student
UBS September 2013 - Present
Barclays June 2011 - September 2013
Terra Hard LLC March 2010 - December 2012
Giftec LLC. December 2006 - June 2011
System Capital Management Service Co.Ltd (SCM Service) April 2006 - December 2006
Skills
Incident Management, SQL, Active Directory, Unix, ITIL, Linux, Apache, TCP/IP, DNS, Windows Server, IIS, VMware, Servers, DHCP, Red Hat Linux, Shell Scripting
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1997 — 2003
Master
Institute of Cybernetics im. V.M.Glushkova 2003 — 2006
Graduate Student
Ashley Nalani Ryan's UBS Experience May 2007 - August 2007
Job Property Manager
Industry Real Estate
Experience
TMR, Inc. January 2011 - Present
Island Colony Hotel & Partnership May 2013 - August 2013
USF 2006 - 2010
UBS May 2007 - August 2007
Skills
Financial Analysis, Social Media Marketing, Online Advertising, Market Research, Social Networking, PowerPoint, Microsoft Excel, Financial Modeling, Real Estate License, Property Management, Real Estate, Leadership
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of San Francisco 2006 — 2010
BS, International Business & Finance
Université Paris Sorbonne (Paris IV) 2009 — 2009
n/a, French language & culture
American Business School 2008 — 2008
n/a, International Business
American University of Paris 2006 — 2006
n/a, French
Mount Saint Mary's College California 2005 — 2006
n/a, Business
Université Catholique de L'Ouest 2004 — 2004
n/a, French studies
TMR, Inc. January 2011 - Present
Island Colony Hotel & Partnership May 2013 - August 2013
USF 2006 - 2010
UBS May 2007 - August 2007
Skills
Financial Analysis, Social Media Marketing, Online Advertising, Market Research, Social Networking, PowerPoint, Microsoft Excel, Financial Modeling, Real Estate License, Property Management, Real Estate, Leadership
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of San Francisco 2006 — 2010
BS, International Business & Finance
Université Paris Sorbonne (Paris IV) 2009 — 2009
n/a, French language & culture
American Business School 2008 — 2008
n/a, International Business
American University of Paris 2006 — 2006
n/a, French
Mount Saint Mary's College California 2005 — 2006
n/a, Business
Université Catholique de L'Ouest 2004 — 2004
n/a, French studies
Todd Vralsted's UBS Experience August 2009 - Present
Job Senior Vice PresidentWealth Management/Wealth Advisor at UBS Financial Services
Industry Investment Management
Experience
UBS August 2009 - Present
UBS Financial Services January 2001 - Present
Piper Jaffray January 2001 - August 2006
Morgan Stanley December 1995 - January 2001
US Army February 1989 - February 1995
Education
Montana State University-Billings 1992 — 1995
BS, Business
UBS August 2009 - Present
UBS Financial Services January 2001 - Present
Piper Jaffray January 2001 - August 2006
Morgan Stanley December 1995 - January 2001
US Army February 1989 - February 1995
Education
Montana State University-Billings 1992 — 1995
BS, Business
C DiNardo's UBS Experience 2003 - May 2009
Job Sales Associate at Nextage Synergy Realty
Industry Real Estate
Experience
Nextage Synergy Realty September 2012 - Present
UBS 2003 - May 2009
Education
Montclair State University 1989 — 1994
BA
Nextage Synergy Realty September 2012 - Present
UBS 2003 - May 2009
Education
Montclair State University 1989 — 1994
BA
Kevin Condon, CFA's UBS Experience December 1999 - November 2014
Job Investment Counselor at Citi Private
Industry Investment Management
Experience
Citi December 2014 - Present
UBS December 1999 - November 2014
US Trust July 1992 - December 1999
Skills
Fixed Income, Portfolio Management, Alternative Investments, Hedge Funds, Wealth Management, Bloomberg, Derivatives, Investment Banking, Capital Markets, Investment Management
Education
Mount St. Mary's University 1988 — 1992
BS, Economics
JFK High School
Citi December 2014 - Present
UBS December 1999 - November 2014
US Trust July 1992 - December 1999
Skills
Fixed Income, Portfolio Management, Alternative Investments, Hedge Funds, Wealth Management, Bloomberg, Derivatives, Investment Banking, Capital Markets, Investment Management
Education
Mount St. Mary's University 1988 — 1992
BS, Economics
JFK High School
Beatrice Straight's UBS Experience May 2014 - Present
Job Risk and Regulatory Management
Industry Financial Services
Experience
UBS May 2014 - Present
Education
National Louis University 2004 — 2006
MBA, Business
UBS May 2014 - Present
Education
National Louis University 2004 — 2006
MBA, Business
Christie Sargent's UBS Experience September 2003 - April 2010
Job Sale Associate at Coldwell Banker Residential Brokerage
Industry Financial Services
Experience
Coldwell Banker Residential Brokerage Vice President Prime ServicesBarclay's CapitalJune 2010 - April 2012
UBS Investment Bank September 2003 - April 2010
UBS Securities LLC September 2003 - April 2010
UBS September 2003 - April 2010
Credit Suisse First Boston April 2003 - September 2003
Skills
Prime Brokerage, Equities, Fixed Income, Derivatives, Series 7, Capital Markets, Hedge Funds, Options, Series 63, Investment Banking, Trading Systems, Trading, Swaps, FX Options, Equity Derivatives
Education
Mount St. Mary's University 1995 — 1999
bachelor of science, Business
Coldwell Banker Residential Brokerage Vice President Prime ServicesBarclay's CapitalJune 2010 - April 2012
UBS Investment Bank September 2003 - April 2010
UBS Securities LLC September 2003 - April 2010
UBS September 2003 - April 2010
Credit Suisse First Boston April 2003 - September 2003
Skills
Prime Brokerage, Equities, Fixed Income, Derivatives, Series 7, Capital Markets, Hedge Funds, Options, Series 63, Investment Banking, Trading Systems, Trading, Swaps, FX Options, Equity Derivatives
Education
Mount St. Mary's University 1995 — 1999
bachelor of science, Business
Leonid Sheykman's UBS Experience
Job QA Tester at UBS
Industry Financial Services
Experience
UBS
Skills
Software Quality..., User Acceptance Testing, Requirements Analysis, Project Coordination, SQL, SDLC, Test Planning, Analysis, System Testing, Quality Assurance, Visio, Microsoft Office, Quality Center, Agile Methodologies, Business Analysis, Testing, Management
Education
Moscow Power Engineering Institute (Technical University) 1974 — 1978
BA, Computer Science
UBS
Skills
Software Quality..., User Acceptance Testing, Requirements Analysis, Project Coordination, SQL, SDLC, Test Planning, Analysis, System Testing, Quality Assurance, Visio, Microsoft Office, Quality Center, Agile Methodologies, Business Analysis, Testing, Management
Education
Moscow Power Engineering Institute (Technical University) 1974 — 1978
BA, Computer Science
Bala Rangasamy's UBS Experience April 2007 - September 2010
Job Technology Manager at Johnson & Johnson
Industry Information Technology and Services
Experience
Johnson & Johnson 2011 - 2012
Morgan Stanley September 2010 - April 2011
UBS April 2007 - September 2010
metlife 2005 - 2007
Goldman Sachs 2001 - 2007
Skills
SQL, J2EE, Sybase, Java, Equities
Education
Rutgers University 2007 — 2015
Montclair State University 1996 — 1999
MS, computer science
Government College of Technology, Coimbatore 1987 — 1991
Bachelor of Engineering (B.E.), Computer Science and Engineering
Govt College of Technology, Coimbatore
Govt College of Technology, Coimbatore
Govt College of Technology, Coimbatore
Johnson & Johnson 2011 - 2012
Morgan Stanley September 2010 - April 2011
UBS April 2007 - September 2010
metlife 2005 - 2007
Goldman Sachs 2001 - 2007
Skills
SQL, J2EE, Sybase, Java, Equities
Education
Rutgers University 2007 — 2015
Montclair State University 1996 — 1999
MS, computer science
Government College of Technology, Coimbatore 1987 — 1991
Bachelor of Engineering (B.E.), Computer Science and Engineering
Govt College of Technology, Coimbatore
Govt College of Technology, Coimbatore
Govt College of Technology, Coimbatore
Alan Smarz's UBS Experience November 1998 - February 2008
Job Asst. Coach at Flemington Midget Football
Industry Education Management
Experience
Flemington Midget Football August 2012 - Present
Case Middle School September 2011 - Present
Readington Flag Football September 2010 - November 2011
Oak Crest Day Camp June 2009 - August 2011
YMCA September 2010 - December 2010
YMCA September 2009 - June 2010
Oak Crest Day Camp September 2009 - November 2009
Readington Township Jr. Baseball League June 2008 - August 2008
UBS Inc April 2008 - June 2008
UBS November 1998 - February 2008
Education
Farleigh Dickinson University
Masters in Teaching Degree, MAT
Hunterdon Central High School
Montclair State University
Bachelor of Art, History
Saint Peter's University
Bachelor of Science, Accounting
Flemington Midget Football August 2012 - Present
Case Middle School September 2011 - Present
Readington Flag Football September 2010 - November 2011
Oak Crest Day Camp June 2009 - August 2011
YMCA September 2010 - December 2010
YMCA September 2009 - June 2010
Oak Crest Day Camp September 2009 - November 2009
Readington Township Jr. Baseball League June 2008 - August 2008
UBS Inc April 2008 - June 2008
UBS November 1998 - February 2008
Education
Farleigh Dickinson University
Masters in Teaching Degree, MAT
Hunterdon Central High School
Montclair State University
Bachelor of Art, History
Saint Peter's University
Bachelor of Science, Accounting
Alomgir Miah, CFA, FRM's UBS Experience November 2008 - July 2013
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities December 2014 - Present
UBS Investment Bank July 2013 - December 2014
UBS November 2008 - July 2013
AIG 2008 - 2008
Morgan Stanley 2004 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Skills
Financial Risk..., Derivatives, Investment Banking, Fixed Income, Trading Systems, Equities, Financial Modeling, Capital Markets, Valuation, Trading, Portfolio Management, Hedge Funds, Equity Derivatives, Market Risk, Options, Credit Derivatives, Financial Markets, Chartered Financial..., Business Analysis
Education
CFA Institute 2010 — 2013
CFA Charterholder
National Institute of Technology Kurukshetra 1997 — 2001
B. Tech, Electronics
Wells Fargo Securities December 2014 - Present
UBS Investment Bank July 2013 - December 2014
UBS November 2008 - July 2013
AIG 2008 - 2008
Morgan Stanley 2004 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Skills
Financial Risk..., Derivatives, Investment Banking, Fixed Income, Trading Systems, Equities, Financial Modeling, Capital Markets, Valuation, Trading, Portfolio Management, Hedge Funds, Equity Derivatives, Market Risk, Options, Credit Derivatives, Financial Markets, Chartered Financial..., Business Analysis
Education
CFA Institute 2010 — 2013
CFA Charterholder
National Institute of Technology Kurukshetra 1997 — 2001
B. Tech, Electronics
Elaine Evers's UBS Experience April 2011 - January 2012
Job Executive Assistant at Actavis plc now Allergan plc
Industry Financial Services
Experience
Novartis Oncology January 2015 - March 2015
Eisai Pharmaceuticals September 2013 - October 2014
Novartis Pharmaceuticals February 2013 - June 2013
Franklin Templeton Investments December 2012 - February 2013
Citi August 2012 - October 2012
CIT Group February 2012 - July 2012
UBS April 2011 - January 2012
Wall Street Services October 2010 - December 2010
Pershing Advisor Solutions LLC July 2007 - October 2009
NYSE November 2004 - January 2007
Education
Montclair State University 2002 — 2005
Paralegal Certificate
Montclair State University 1990 — 1995
MBA
Queens College 1976 — 1984
Bachelor
Dominican Commercial High School 1972 — 1976
High School Diploma
Novartis Oncology January 2015 - March 2015
Eisai Pharmaceuticals September 2013 - October 2014
Novartis Pharmaceuticals February 2013 - June 2013
Franklin Templeton Investments December 2012 - February 2013
Citi August 2012 - October 2012
CIT Group February 2012 - July 2012
UBS April 2011 - January 2012
Wall Street Services October 2010 - December 2010
Pershing Advisor Solutions LLC July 2007 - October 2009
NYSE November 2004 - January 2007
Education
Montclair State University 2002 — 2005
Paralegal Certificate
Montclair State University 1990 — 1995
MBA
Queens College 1976 — 1984
Bachelor
Dominican Commercial High School 1972 — 1976
High School Diploma
andre watts's UBS Experience 1999 - 2004
Job Photographer, Editor, Layout and Design at Freelance
Industry Photography
Experience
Freelance 2006 - Present
ICP Partnership with Mt Sinai 2009 - 2009
Andrea Blanch Photography 2008 - 2009
ICP 2006 - 2007
Garfield Hall Photography 2005 - 2007
BET, "My Model Looks Better Than Yours" 2006 - 2006
UBS 1999 - 2004
NDB Group 1996 - 1999
Education
International Center of Photography 2006 — 2007
certificate, general studies
Muhlenberg College 1990 — 1994
ba, marketing and entrepreneurial studies
Freelance 2006 - Present
ICP Partnership with Mt Sinai 2009 - 2009
Andrea Blanch Photography 2008 - 2009
ICP 2006 - 2007
Garfield Hall Photography 2005 - 2007
BET, "My Model Looks Better Than Yours" 2006 - 2006
UBS 1999 - 2004
NDB Group 1996 - 1999
Education
International Center of Photography 2006 — 2007
certificate, general studies
Muhlenberg College 1990 — 1994
ba, marketing and entrepreneurial studies
Yuri Akhtyrski's UBS Experience June 1999 - February 2002
Job It Project Manager at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance April 2012 - Present
Credit Suisse May 2011 - April 2012
Merrill Lynch May 2010 - April 2011
UBS Wealth Management March 2008 - March 2010
UBS Wealth Management August 2006 - March 2008
UBS Wealth Management February 2002 - August 2006
UBS June 1999 - February 2002
AT&T, NJ October 1998 - June 1999
Skills
SDLC, Business Analysis, Integration, Program Management, Business Requirements, DB2, Change Management
Education
Moscow State Linguistic University 1981 — 1986
BA, Linguistics
Moscow State Linguistics University 1981 — 1986
BA, Linguistics
Liberty Mutual Insurance April 2012 - Present
Credit Suisse May 2011 - April 2012
Merrill Lynch May 2010 - April 2011
UBS Wealth Management March 2008 - March 2010
UBS Wealth Management August 2006 - March 2008
UBS Wealth Management February 2002 - August 2006
UBS June 1999 - February 2002
AT&T, NJ October 1998 - June 1999
Skills
SDLC, Business Analysis, Integration, Program Management, Business Requirements, DB2, Change Management
Education
Moscow State Linguistic University 1981 — 1986
BA, Linguistics
Moscow State Linguistics University 1981 — 1986
BA, Linguistics
Scott Meissner's UBS Experience October 2001 - June 2002
Job Senior Director, Mutual Fund Taxation at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF May 2008 - March 2015
TIAA-CREF January 2004 - May 2008
Ernst & Young August 2002 - December 2003
UBS October 2001 - June 2002
Morgan Stanley June 1995 - October 2001
Skills
Tax, Sarbanes-Oxley Act, SEC filings, Financial Services, Mutual Funds, Accounting, Business Analysis, Financial Analysis, Financial Reporting, US GAAP, Financial Planning, Asset Management, SEC Filings
Education
Muhlenberg College 1991 — 1995
Bachelor of Arts, Accounting/Business Management
TIAA-CREF March 2015 - Present
TIAA-CREF May 2008 - March 2015
TIAA-CREF January 2004 - May 2008
Ernst & Young August 2002 - December 2003
UBS October 2001 - June 2002
Morgan Stanley June 1995 - October 2001
Skills
Tax, Sarbanes-Oxley Act, SEC filings, Financial Services, Mutual Funds, Accounting, Business Analysis, Financial Analysis, Financial Reporting, US GAAP, Financial Planning, Asset Management, SEC Filings
Education
Muhlenberg College 1991 — 1995
Bachelor of Arts, Accounting/Business Management
Nitin Kumbhare's UBS Experience June 2012 - Present
Job Sr. Database Engineer
Industry Information Technology and Services
Experience
UBS June 2012 - Present
Syntel July 2005 - June 2012
Skills
SDLC, Unix
Education
Nagpur University 2001 — 2005
B.E., ELECTRONICS, First Grade
UBS June 2012 - Present
Syntel July 2005 - June 2012
Skills
SDLC, Unix
Education
Nagpur University 2001 — 2005
B.E., ELECTRONICS, First Grade
Joseph Wea's UBS Experience 2005 - 2006
Job
Industry Investment Management
Experience
UBS 2005 - 2006
JPMorgan Chase 2003 - 2005
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Equities, Private Equity, Corporate Finance, Equity Research, Hedge Funds, Venture Capital, Investments
Education
Wharton School, University of Pennsylvania 2010 — 2012
Master of Business Administration (MBA)
Haas School of Business, UC Berkeley 2007 — 2008
Master's degree, Financial Engineering
University of Washington 2001 — 2003
Bachelor's degree, Finance, General
National Taiwan University 2000 — 2001
UBS 2005 - 2006
JPMorgan Chase 2003 - 2005
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Equities, Private Equity, Corporate Finance, Equity Research, Hedge Funds, Venture Capital, Investments
Education
Wharton School, University of Pennsylvania 2010 — 2012
Master of Business Administration (MBA)
Haas School of Business, UC Berkeley 2007 — 2008
Master's degree, Financial Engineering
University of Washington 2001 — 2003
Bachelor's degree, Finance, General
National Taiwan University 2000 — 2001
Richard Hahn's UBS Experience May 2005 - August 2011
Job Vice President, Employee Relations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Brown Brothers Harriman August 2011 - October 2013
UBS May 2005 - August 2011
Ogletree Deakins October 2003 - May 2005
Sills Cummis & Gross P.C. September 2001 - October 2003
Skills
Employment Law, Succession Planning, Onboarding, Employee Relations, Deferred Compensation, Performance Management, Workforce Planning, HRIS, Employee Engagement, Employee Benefits, Change Management, Human Resources
Education
Rutgers University School of Law - Newark 1998 — 2001
J.D., Law
Montclair State University 1991 — 1996
B.A., History
Morgan Stanley October 2013 - Present
Brown Brothers Harriman August 2011 - October 2013
UBS May 2005 - August 2011
Ogletree Deakins October 2003 - May 2005
Sills Cummis & Gross P.C. September 2001 - October 2003
Skills
Employment Law, Succession Planning, Onboarding, Employee Relations, Deferred Compensation, Performance Management, Workforce Planning, HRIS, Employee Engagement, Employee Benefits, Change Management, Human Resources
Education
Rutgers University School of Law - Newark 1998 — 2001
J.D., Law
Montclair State University 1991 — 1996
B.A., History
Robin Sodaro's UBS Experience 2006 - 2011
Job Creative Director/Owner at Elements of Design
Industry Design
Experience
Elements of Design January 2007 - Present
UBS 2006 - 2011
Skills
Photoshop, Illustrator, Creative Direction, Graphic Design, Collateral, Layout, Corporate Identity, Branding & Identity, Brochures, Marketing Communications, Image Manipulation, Illustration, Adobe Creative Suite, Newsletters
Education
Montclair State University
Bachelor's Degree, Graphic Design
New York University
Master's Degree, Magazine Publishing
Elements of Design January 2007 - Present
UBS 2006 - 2011
Skills
Photoshop, Illustrator, Creative Direction, Graphic Design, Collateral, Layout, Corporate Identity, Branding & Identity, Brochures, Marketing Communications, Image Manipulation, Illustration, Adobe Creative Suite, Newsletters
Education
Montclair State University
Bachelor's Degree, Graphic Design
New York University
Master's Degree, Magazine Publishing
Ellen Ramirez's UBS Experience June 1994 - August 1998
Job
Industry
Experience
Town of Hempstead September 2007 - Present
Citi September 1998 - May 1999
UBS June 1994 - August 1998
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Nassau Community College
State University of New York College at Oneonta
Town of Hempstead September 2007 - Present
Citi September 1998 - May 1999
UBS June 1994 - August 1998
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Nassau Community College
State University of New York College at Oneonta
Andrea Del Balso Fell's UBS Experience September 1998 - August 2011
Job Artist, Photographer, Graphic Designer, Website Designer and Digital Illustrator
Industry Graphic Design
Experience
LimeGlow Design June 2013 - Present
LimeGlow Design August 2011 - Present
UBS September 1998 - August 2011
Skills
Advertising, Customer Service, Web Design, Logo Design, Microsoft Office, Art, Photography, Digital Illustration, Graphic Design, Painting, jQuery, Microsoft Word, Microsoft Excel, User Experience, Banking, Sculpture, Marketing Strategy, Adobe Acrobat, Social Media, Drawing, Marketing Communications, Email Marketing
Education
Waukesha County Technical College
Web Design and Graphic Design
Mount Mary College
Bachelor of Fine Arts, Art
LimeGlow Design June 2013 - Present
LimeGlow Design August 2011 - Present
UBS September 1998 - August 2011
Skills
Advertising, Customer Service, Web Design, Logo Design, Microsoft Office, Art, Photography, Digital Illustration, Graphic Design, Painting, jQuery, Microsoft Word, Microsoft Excel, User Experience, Banking, Sculpture, Marketing Strategy, Adobe Acrobat, Social Media, Drawing, Marketing Communications, Email Marketing
Education
Waukesha County Technical College
Web Design and Graphic Design
Mount Mary College
Bachelor of Fine Arts, Art
Joseph Christman's UBS Experience September 2003 - August 2010
Job Director Marketing
Industry Marketing and Advertising
Experience
Ignite Inc Powered by Stream Energy September 2013 - Present
UBS September 2003 - August 2010
PaineWebber September 1998 - September 2003
Skills
Vendor Management, Consumer Marketing, Project Management, SQL, Business Analysis, Microsoft Office, Java, Management, Microsoft SQL Server, Customer Service, Program Management, HTML, Requirements Analysis, Change Management, Software Development, Team Leadership, Strategic Planning, Process Improvement, ITIL, Windows
Education
Chubb Institute 1997 — 1998
Computer Science, Mainframe Technology, Graduated with Honors - 1998
Muhlenberg College 1991 — 1995
Bachelor of Arts (BA), History, Political Science
Ignite Inc Powered by Stream Energy September 2013 - Present
UBS September 2003 - August 2010
PaineWebber September 1998 - September 2003
Skills
Vendor Management, Consumer Marketing, Project Management, SQL, Business Analysis, Microsoft Office, Java, Management, Microsoft SQL Server, Customer Service, Program Management, HTML, Requirements Analysis, Change Management, Software Development, Team Leadership, Strategic Planning, Process Improvement, ITIL, Windows
Education
Chubb Institute 1997 — 1998
Computer Science, Mainframe Technology, Graduated with Honors - 1998
Muhlenberg College 1991 — 1995
Bachelor of Arts (BA), History, Political Science
Andrei Ponomarev's UBS Experience October 2009 - September 2012
Job Senior Java Developer at Citi (Luxoft)
Industry Information Technology and Services
Experience
Citi February 2014 - Present
Medlinesoft (ООО "Медлайнсофт") December 2012 - December 2013
UBS October 2009 - September 2012
JetInfosystems July 2008 - June 2009
FT Telecom October 2006 - June 2008
Skills
Core Java, Multithreaded..., J2EE Web Services, Java Frameworks, Reverse Engineering, Reverse Proxy
Education
Moscow State University of Economics, Statistics and Informatics (MESI) 2008 — 2011
Bachelor's degree, Economy in Informatics
Citi February 2014 - Present
Medlinesoft (ООО "Медлайнсофт") December 2012 - December 2013
UBS October 2009 - September 2012
JetInfosystems July 2008 - June 2009
FT Telecom October 2006 - June 2008
Skills
Core Java, Multithreaded..., J2EE Web Services, Java Frameworks, Reverse Engineering, Reverse Proxy
Education
Moscow State University of Economics, Statistics and Informatics (MESI) 2008 — 2011
Bachelor's degree, Economy in Informatics
Rita Boudreau's UBS Experience July 2011 - Present
Job Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS July 2011 - Present
Morgan Stanley July 2007 - July 2011
Smith Barney June 1982 - June 2000
Education
Moraine Valley Community College
Associate’s Degree, Business Administration and Management, General
UBS July 2011 - Present
Morgan Stanley July 2007 - July 2011
Smith Barney June 1982 - June 2000
Education
Moraine Valley Community College
Associate’s Degree, Business Administration and Management, General
Steven Straub's UBS Experience December 2013 - August 2014
Job Vice President at Prospect Mortgage, LLC
Industry Financial Services
Experience
Prospect Mortgage, LLC August 2014 - Present
UBS December 2013 - August 2014
Prospect Mortgage, LLC January 1994 - December 2013
First Interstate Bank 1977 - 1987
First Interstate Bank 1977 - 1987
First Interstate Bank 1977 - 1987
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Loan Origination, Investments, Portfolio Management, Wealth Management, Commercial Lending, Finance, Refinance, Risk Management, Underwriting, Residential Mortgages, Financial Analysis
Education
Mount St. Mary's College
Bachelor of Science (B.S.), Business/Commerce, General
Prospect Mortgage, LLC August 2014 - Present
UBS December 2013 - August 2014
Prospect Mortgage, LLC January 1994 - December 2013
First Interstate Bank 1977 - 1987
First Interstate Bank 1977 - 1987
First Interstate Bank 1977 - 1987
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Loan Origination, Investments, Portfolio Management, Wealth Management, Commercial Lending, Finance, Refinance, Risk Management, Underwriting, Residential Mortgages, Financial Analysis
Education
Mount St. Mary's College
Bachelor of Science (B.S.), Business/Commerce, General
Gregory Serge Krikorian's UBS Experience February 2014 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS February 2014 - Present
Education
Muhlenberg College
UBS February 2014 - Present
Education
Muhlenberg College
Gordon Huseth's UBS Experience Sr. Vice President - Investments / Financial AdvisorUBS Financial2012 - Present
Job Sr. Vice President Investments / Financial Advisor at UBS Financial
Industry Financial Services
Experience
UBS Sr. Vice President - Investments / Financial AdvisorUBS Financial2012 - Present
Education
Morningside College
Bachelor’s Degree, Accounting, Finance and Economics, Cum Laude
UBS Sr. Vice President - Investments / Financial AdvisorUBS Financial2012 - Present
Education
Morningside College
Bachelor’s Degree, Accounting, Finance and Economics, Cum Laude
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.