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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11,700 UBS employees in database. Find out everything there's to know about UBS employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Employees
Employee
Years
Job
Industry
Debra Pernitsky Debra Pernitsky's UBS Experience 2006 - 2011
Job
Industry
Experience
UBS 2006 - 2011
ABN Amro 2005 - 2006
EDF Man-Man Financial 1995 - 2005
Education
Northeastern Illinois University
Bachelor of Arts Interdisciplinary Studies
University of Illinois at Chicago 1990 — 1993
Biology
UBS 2006 - 2011
ABN Amro 2005 - 2006
EDF Man-Man Financial 1995 - 2005
Education
Northeastern Illinois University
Bachelor of Arts Interdisciplinary Studies
University of Illinois at Chicago 1990 — 1993
Biology
Chad Willson Chad Willson's UBS Experience February 2014 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS February 2014 - Present
Vivint April 2012 - February 2014
Education
North Dakota State University 2009 — 2013
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Snow College 2008 — 2009
Layton High School 2005 — 2008
High School Diploma, Graduated with Honors
UBS February 2014 - Present
Vivint April 2012 - February 2014
Education
North Dakota State University 2009 — 2013
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Snow College 2008 — 2009
Layton High School 2005 — 2008
High School Diploma, Graduated with Honors
Tom Stadum's UBS Experience September 2014 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS September 2014 - Present
UBS January 2013 - August 2014
Education
North Dakota State University
Bachelor's Degree, Finance
UBS September 2014 - Present
UBS January 2013 - August 2014
Education
North Dakota State University
Bachelor's Degree, Finance
Max Aronson Max Aronson's UBS Experience July 2009 - Present
Job Associate Analyst at UBS
Industry Banking
Experience
UBS July 2009 - Present
Natick May 2005 - July 2005
Skills
Investment, Asset management, Risk Analysis, Research
Education
North Carolina State University 2005 — 2009
Bachelor of Arts (B.A.), Economics
UBS July 2009 - Present
Natick May 2005 - July 2005
Skills
Investment, Asset management, Risk Analysis, Research
Education
North Carolina State University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Dave Naylor Dave Naylor's UBS Experience June 1989 - July 1994
Job Founder and CEO SoundHaven Capital Management
Industry Investment Management
Experience
SoundHaven Capital Management January 2012 - Present
Variant Capital LP April 2010 - March 2012
West Coast Asset Management April 2007 - March 2010
Bank of America 1996 - 2007
Dow Jones July 1994 - July 1996
UBS June 1989 - July 1994
Education
North Carolina State University 1985 — 1989
Roger ludlowe
SoundHaven Capital Management January 2012 - Present
Variant Capital LP April 2010 - March 2012
West Coast Asset Management April 2007 - March 2010
Bank of America 1996 - 2007
Dow Jones July 1994 - July 1996
UBS June 1989 - July 1994
Education
North Carolina State University 1985 — 1989
Roger ludlowe
Dendi Suhubdy's UBS Experience July 2013 - January 2014
Job Founder at Suhubdy Technologies Holding LLC
Industry Computer Software
Experience
Textbooks.io August 2015 - Present
Suhubdy Technologies Holding LLC May 2015 - Present
Bitwyre February 2014 - Present
Touchpay January 2013 - Present
UBS July 2013 - January 2014
Central Bank of Indonesia July 2012 - November 2012
Skills
Start-ups, Financial Modeling, Finance, Derivatives, C++, VBA, Management, High Frequency Trading, Machine Learning
Education
North Carolina State University 2014 — 2016
Master of Science (M.S.), Financial Mathematics, 3.445/4.000
Universitas Indonesia (UI) 2009 — 2012
Bachelor, Economics, Accounting, 3.29/4.00
Textbooks.io August 2015 - Present
Suhubdy Technologies Holding LLC May 2015 - Present
Bitwyre February 2014 - Present
Touchpay January 2013 - Present
UBS July 2013 - January 2014
Central Bank of Indonesia July 2012 - November 2012
Skills
Start-ups, Financial Modeling, Finance, Derivatives, C++, VBA, Management, High Frequency Trading, Machine Learning
Education
North Carolina State University 2014 — 2016
Master of Science (M.S.), Financial Mathematics, 3.445/4.000
Universitas Indonesia (UI) 2009 — 2012
Bachelor, Economics, Accounting, 3.29/4.00
Jennifer Rogosheske's UBS Experience July 2003 - March 2006
Job Legal Administrative Assistant
Industry Medical Devices
Experience
Boston Scientific January 2012 - Present
Boston Scientific June 2010 - January 2012
Boson Scientific 2008 - 2010
Target December 2006 - December 2008
UBS July 2003 - March 2006
Skills
Medical Devices, Sales, Sales Management, Sales Operations, Outlook, Process Improvement, Leadership, Healthcare
Education
North Hennepin Community College 2008 — 2009
Human Resources Development
Wichita State University 2002 — 2003
Boston Scientific January 2012 - Present
Boston Scientific June 2010 - January 2012
Boson Scientific 2008 - 2010
Target December 2006 - December 2008
UBS July 2003 - March 2006
Skills
Medical Devices, Sales, Sales Management, Sales Operations, Outlook, Process Improvement, Leadership, Healthcare
Education
North Hennepin Community College 2008 — 2009
Human Resources Development
Wichita State University 2002 — 2003
Peter Tarantino Peter Tarantino's UBS Experience September 2012 - Present
Job Branch Service Associate at UBS
Industry Financial Services
Experience
UBS September 2012 - Present
UBS April 2011 - September 2012
Education
Niagara University 2006 — 2010
BA, Communications
Bishop Lynch High School 2002 — 2006
UBS September 2012 - Present
UBS April 2011 - September 2012
Education
Niagara University 2006 — 2010
BA, Communications
Bishop Lynch High School 2002 — 2006
Olga Santo Tomas Monroe Olga Santo Tomas Monroe's UBS Experience May 1989 - November 1997
Job Bilingual Hispanic Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Wake Technical Community College December 2013 - April 2014
Self Employed January 2013 - April 2014
Self Employed January 2010 - April 2014
St. Thomas the Apostle August 1999 - January 2010
Wells Fargo Advisors November 1997 - March 2000
The CPA Forum 1989 - 1999
UBS May 1989 - November 1997
American Express March 1984 - May 1989
Merrill Lynch December 1981 - March 1984
Skills
Managed Money, Money Management, investment advisor..., financial planning, financial advisor, investments, Banking, Retail Banking, Investment Advisory, Coaching, Personal Development, financial management, Training, budgeting, Leadership Development, Leadership, Small Business, Life Coaching, Stress Management, Emotional Intelligence, Lifestyle Coaching, Public Speaking, Social Media, Executive Coaching, Personal Coaching, Lifestyle, Social Media Marketing, Holistic Health, Work Life Balance, Stress, Mindfulness, Wellness, Blogging, NLP, Business Coaching, Teaching, Healing, Research, Nutrition, Social Media Management, Employee Training, Strategic Financial..., Finance, proofreading, writing, Bilingual, Foreign Languages, Language Teaching, Social Media Manager, editing
Education
North Carolina State University 1978 — 1981
Bachelor of Arts (B.A.), Business Management and Economics
North Carolina State University 1991 — 1995
Master of Arts in Liberal Science, Culture, History, Politics and Language of Latin America. Dissertation-Cuban Politics and Culture.
Pittsboro Community College 2013 — 2013
Social Media Management Program Certificate, Social Media Management
CTI: The Coaches Training Institue 2009 — 2010
Professional Co-Active Coach, Life and Business Coaching
CTI: The Coaches Training Institute 2010 — 2010
Certified Leadership Graduate, Resolving Life and Business Issues
Cardinal Gibbons 1973 — 1977
Our Lady of Lourdes 1965 — 1975
Merrill Lynch June 2014 - Present
Wake Technical Community College December 2013 - April 2014
Self Employed January 2013 - April 2014
Self Employed January 2010 - April 2014
St. Thomas the Apostle August 1999 - January 2010
Wells Fargo Advisors November 1997 - March 2000
The CPA Forum 1989 - 1999
UBS May 1989 - November 1997
American Express March 1984 - May 1989
Merrill Lynch December 1981 - March 1984
Skills
Managed Money, Money Management, investment advisor..., financial planning, financial advisor, investments, Banking, Retail Banking, Investment Advisory, Coaching, Personal Development, financial management, Training, budgeting, Leadership Development, Leadership, Small Business, Life Coaching, Stress Management, Emotional Intelligence, Lifestyle Coaching, Public Speaking, Social Media, Executive Coaching, Personal Coaching, Lifestyle, Social Media Marketing, Holistic Health, Work Life Balance, Stress, Mindfulness, Wellness, Blogging, NLP, Business Coaching, Teaching, Healing, Research, Nutrition, Social Media Management, Employee Training, Strategic Financial..., Finance, proofreading, writing, Bilingual, Foreign Languages, Language Teaching, Social Media Manager, editing
Education
North Carolina State University 1978 — 1981
Bachelor of Arts (B.A.), Business Management and Economics
North Carolina State University 1991 — 1995
Master of Arts in Liberal Science, Culture, History, Politics and Language of Latin America. Dissertation-Cuban Politics and Culture.
Pittsboro Community College 2013 — 2013
Social Media Management Program Certificate, Social Media Management
CTI: The Coaches Training Institue 2009 — 2010
Professional Co-Active Coach, Life and Business Coaching
CTI: The Coaches Training Institute 2010 — 2010
Certified Leadership Graduate, Resolving Life and Business Issues
Cardinal Gibbons 1973 — 1977
Our Lady of Lourdes 1965 — 1975
Daryl David Low Daryl David Low's UBS Experience 2006 - 2007
Job CoFounder and CEO, Quantine Pte. Ltd.
Industry Human Resources
Experience
Quantine Pte. Ltd. September 2008 - Present
UBS 2006 - 2007
Skills
Java, PHP, Entrepreneurship, Lean Startup, Startup Development, Early-stage Startups, Certified Scrum Master..., HR Software, Linux, Collective Intelligence, Google App Engine, Bootstrapping, Web Crawling, ElasticSearch, LinkedIn API, Enterprise Integration, Crowdsourcing, Heroku, Neo4j, Social Technologies, HRIS, HR Policies, HR Consulting, Strategic HR, Amazon Web Services..., Ruby on Rails, Mobile Applications, Big Data, Hadoop
Education
Singapore Management University 2005 — 2009
Information Systems Management, Advanced Business Solutions
Ngee Ann Polytechnic 2000 — 2003
Diploma, IT (Computer Studies)
Quantine Pte. Ltd. September 2008 - Present
UBS 2006 - 2007
Skills
Java, PHP, Entrepreneurship, Lean Startup, Startup Development, Early-stage Startups, Certified Scrum Master..., HR Software, Linux, Collective Intelligence, Google App Engine, Bootstrapping, Web Crawling, ElasticSearch, LinkedIn API, Enterprise Integration, Crowdsourcing, Heroku, Neo4j, Social Technologies, HRIS, HR Policies, HR Consulting, Strategic HR, Amazon Web Services..., Ruby on Rails, Mobile Applications, Big Data, Hadoop
Education
Singapore Management University 2005 — 2009
Information Systems Management, Advanced Business Solutions
Ngee Ann Polytechnic 2000 — 2003
Diploma, IT (Computer Studies)
Kaelyn Glasgow Kaelyn Glasgow's UBS Experience January 2003 - June 2003
Job Manager New Business Sales, Google
Industry Internet
Experience
Google June 2014 - Present
Google October 2013 - May 2014
Google June 2011 - September 2013
J.P. Morgan March 2008 - May 2011
J.P. Morgan April 2010 - November 2010
JPMorgan July 2007 - March 2008
JPMorgan July 2006 - July 2007
J.P. Morgan January 2005 - June 2005
UBS January 2003 - June 2003
Bainco International Investors January 2002 - June 2002
Skills
E-commerce, foreign excha, YouTube, PPC, Strategic Partnerships, SEM, Sales, Strategy, Trading, Leadership, Mobile Devices, Training, Recruiting, New Business Development, Salesforce.com, Lead Generation, Online Advertising, Social Media, Social Media Marketing
Education
Northeastern University 2001 — 2006
BS in Business Administration, Finance & Insurance, Accounting
Google June 2014 - Present
Google October 2013 - May 2014
Google June 2011 - September 2013
J.P. Morgan March 2008 - May 2011
J.P. Morgan April 2010 - November 2010
JPMorgan July 2007 - March 2008
JPMorgan July 2006 - July 2007
J.P. Morgan January 2005 - June 2005
UBS January 2003 - June 2003
Bainco International Investors January 2002 - June 2002
Skills
E-commerce, foreign excha, YouTube, PPC, Strategic Partnerships, SEM, Sales, Strategy, Trading, Leadership, Mobile Devices, Training, Recruiting, New Business Development, Salesforce.com, Lead Generation, Online Advertising, Social Media, Social Media Marketing
Education
Northeastern University 2001 — 2006
BS in Business Administration, Finance & Insurance, Accounting
Joseph Grella, CFP(R) Joseph Grella, CFP(R)'s UBS Experience July 2002 - September 2003
Job Managing Partner at American Retirement & Investment Strategies
Industry Investment Management
Experience
American Retirement & Investment Strategies April 2006 - Present
Smith Barney September 2003 - March 2006
UBS July 2002 - September 2003
Education
Northeastern University 1986 — 1989
Master of Business Administration (MBA), Finance, General
Bridgewater State University 1976 — 1980
Bachelor of Arts (B.A.), Communication, General
American Retirement & Investment Strategies April 2006 - Present
Smith Barney September 2003 - March 2006
UBS July 2002 - September 2003
Education
Northeastern University 1986 — 1989
Master of Business Administration (MBA), Finance, General
Bridgewater State University 1976 — 1980
Bachelor of Arts (B.A.), Communication, General
Jeff Ullrich Jeff Ullrich's UBS Experience September 2002 - July 2007
Job Entrepreneur
Industry Entertainment
Experience
Midroll Media June 2014 - July 2015
Midroll March 2013 - June 2014
Earwolf Media, LLC June 2010 - June 2014
The Art of Profit October 2008 - September 2012
UBS September 2002 - July 2007
Frederic W. Cook & Co. December 1997 - January 1999
Interpublic Group February 1997 - August 1997
Skills
Social Media, Entrepreneurship, Blogging, Digital Strategy, Online Advertising, Public Speaking, Digital Media, Strategy, Start-ups, User Experience, Analytics, Integrated Marketing, Television, Podcasting, Business Strategy, Radio Advertising, New Media, Market Research, Strategic Partnerships, Copywriting, Direct Marketing, Creative Direction, Advertising, Strategic Planning, E-commerce, Mobile Applications, Content Strategy, Product Marketing, Mobile Advertising
Education
Northern Illinois University 1992 — 1996
B.A., Dual Major: Finance & Marketing; Dual Minor: Economics & Accounting
Second City 1995 — 1996
None, Improvisation Comedy & Communications
Rolling Meadows High School 1988 — 1992
HS
Midroll Media June 2014 - July 2015
Midroll March 2013 - June 2014
Earwolf Media, LLC June 2010 - June 2014
The Art of Profit October 2008 - September 2012
UBS September 2002 - July 2007
Frederic W. Cook & Co. December 1997 - January 1999
Interpublic Group February 1997 - August 1997
Skills
Social Media, Entrepreneurship, Blogging, Digital Strategy, Online Advertising, Public Speaking, Digital Media, Strategy, Start-ups, User Experience, Analytics, Integrated Marketing, Television, Podcasting, Business Strategy, Radio Advertising, New Media, Market Research, Strategic Partnerships, Copywriting, Direct Marketing, Creative Direction, Advertising, Strategic Planning, E-commerce, Mobile Applications, Content Strategy, Product Marketing, Mobile Advertising
Education
Northern Illinois University 1992 — 1996
B.A., Dual Major: Finance & Marketing; Dual Minor: Economics & Accounting
Second City 1995 — 1996
None, Improvisation Comedy & Communications
Rolling Meadows High School 1988 — 1992
HS
Russell Cory Jr. Russell Cory Jr.'s UBS Experience May 2008 - Present
Job Branch Manager / Vice President Wealth Mangement at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2008 - Present
Morgan Stanley Wealth Management May 1998 - May 2008
Kinross Gold Corporation September 1994 - September 1997
Coeur d'Alene School District #271 September 1993 - September 1994
Skills
Management, Customer Service, Leadership, Team Building, Strategic Planning, Public Speaking, Sales, Wealth Management, Marketing, Event Planning
Education
University of Pennsylvania - The Wharton School 2006 — 2007
Investment Advisor, Finance and Financial Management Services
University of Idaho 1991 — 1993
Bachelor's degree, Secondary Education and Teaching / Geography
North Idaho College 1986 — 1988
Associate of Science (A.S.), Education
UBS May 2008 - Present
Morgan Stanley Wealth Management May 1998 - May 2008
Kinross Gold Corporation September 1994 - September 1997
Coeur d'Alene School District #271 September 1993 - September 1994
Skills
Management, Customer Service, Leadership, Team Building, Strategic Planning, Public Speaking, Sales, Wealth Management, Marketing, Event Planning
Education
University of Pennsylvania - The Wharton School 2006 — 2007
Investment Advisor, Finance and Financial Management Services
University of Idaho 1991 — 1993
Bachelor's degree, Secondary Education and Teaching / Geography
North Idaho College 1986 — 1988
Associate of Science (A.S.), Education
Lisa Gilliland Woodbury Lisa Gilliland Woodbury's UBS Experience December 2000 - July 2003
Job National Account Manager at The Hillman Group
Industry Marketing and Advertising
Experience
The Hillman Group August 2014 - Present
Universal Display & Design November 2012 - January 2014
LG&P In-store Agency August 2010 - November 2012
American Standard August 2007 - June 2010
American Standard June 2007 - August 2007
UBS December 2000 - July 2003
Skills
National Account..., New Business Development, Marketing Strategy, Merchandising Strategies, POG Management, Global Logistics, Management, Retail, Account Management, Merchandising, Product Development, Brand Management, Product Marketing, Cross-functional Team..., Marketing, Strategy, Forecasting, Sales, Pricing, Project Management, Sales Process, Analysis, Manufacturing, Competitive Analysis, Brand Development, Selling, Project Planning, P&L Management, Customer Insight, E-commerce, Fashion, Getting The Job Done
Education
Northeastern University 2004 — 2007
BS, Criminal Justice, Political Science
The Hillman Group August 2014 - Present
Universal Display & Design November 2012 - January 2014
LG&P In-store Agency August 2010 - November 2012
American Standard August 2007 - June 2010
American Standard June 2007 - August 2007
UBS December 2000 - July 2003
Skills
National Account..., New Business Development, Marketing Strategy, Merchandising Strategies, POG Management, Global Logistics, Management, Retail, Account Management, Merchandising, Product Development, Brand Management, Product Marketing, Cross-functional Team..., Marketing, Strategy, Forecasting, Sales, Pricing, Project Management, Sales Process, Analysis, Manufacturing, Competitive Analysis, Brand Development, Selling, Project Planning, P&L Management, Customer Insight, E-commerce, Fashion, Getting The Job Done
Education
Northeastern University 2004 — 2007
BS, Criminal Justice, Political Science
Courtney Randolph Courtney Randolph's UBS Experience November 2013 - August 2014
Job
Industry Retail
Experience
EVEREVE (formerly Hot Mama) August 2014 - Present
UBS November 2013 - August 2014
Skills
Spanish, Microsoft Office, Microsoft Excel, Research, Public Speaking, Microsoft Word
Education
University of Minnesota-Twin Cities 2015 — 2016
Bachelor of Arts (B.A.), Psychology
Normandale Community College 2015 — 2015
Psychology
Inver Hills Community College 2014 — 2014
Minnesota Transfer Curriculum
St. Lawrence University 2009 — 2011
Spanish
EVEREVE (formerly Hot Mama) August 2014 - Present
UBS November 2013 - August 2014
Skills
Spanish, Microsoft Office, Microsoft Excel, Research, Public Speaking, Microsoft Word
Education
University of Minnesota-Twin Cities 2015 — 2016
Bachelor of Arts (B.A.), Psychology
Normandale Community College 2015 — 2015
Psychology
Inver Hills Community College 2014 — 2014
Minnesota Transfer Curriculum
St. Lawrence University 2009 — 2011
Spanish
Amol Chaudhari Amol Chaudhari's UBS Experience August 2011 - July 2013
Job iOS Developer at Medidata Solutions
Industry Computer Software
Experience
Teachers Pay Teachers June 2015 - Present
Medidata Solutions July 2014 - June 2015
Dow Jones August 2013 - June 2014
UBS August 2011 - July 2013
Grapetrip, LLC February 2011 - July 2011
Polytechnic Institute of New York University January 2010 - August 2010
Polytechnic Institute of New York University September 2009 - December 2009
Skills
iPhone development, Web Development, JavaScript, iOS development, Objective-C, Java, Java Web Services, jQuery, CSS, PhoneGap, Backbone.js, PHP, JSP, ASP.NET, Eclipse, iOS, iOS Development, C, HTML
Education
New York University - Polytechnic School of Engineering 2008 — 2010
MS, Computer Engineering
Mumbai University 2004 — 2008
BE, Electronics and Telecommunications
Teachers Pay Teachers June 2015 - Present
Medidata Solutions July 2014 - June 2015
Dow Jones August 2013 - June 2014
UBS August 2011 - July 2013
Grapetrip, LLC February 2011 - July 2011
Polytechnic Institute of New York University January 2010 - August 2010
Polytechnic Institute of New York University September 2009 - December 2009
Skills
iPhone development, Web Development, JavaScript, iOS development, Objective-C, Java, Java Web Services, jQuery, CSS, PhoneGap, Backbone.js, PHP, JSP, ASP.NET, Eclipse, iOS, iOS Development, C, HTML
Education
New York University - Polytechnic School of Engineering 2008 — 2010
MS, Computer Engineering
Mumbai University 2004 — 2008
BE, Electronics and Telecommunications
Viktoria Korman Viktoria Korman's UBS Experience January 2005 - August 2005
Job AIS Risk Management
Industry Financial Services
Experience
State Street January 2015 - Present
State Street Bank March 2007 - Present
State Street Bank May 2007 - March 2010
Deutsche Bank January 2006 - August 2006
UBS January 2005 - August 2005
Fidelity Investments January 2004 - January 2005
Skills
Risk Management, Securities, Hedge Funds, Bloomberg, Mutual Funds, Fund Accounting, Investments, Alternative Investments, Financial Analysis, Fund Administration, Financial Services, Bonds, Corporate Actions, Financial Risk, Hedge Accounting, Access, Due Diligence, Process Improvement, PowerPoint, Equities, Microsoft Excel, Global Custody, Microsoft Office, Private Equity, Fixed Income, Investment Banking, Fund Of Funds
Education
European School of Business - Germany 2005 — 2007
Bachelor of Science, European Business/ Finance
Northeastern University 2002 — 2007
Bachelor of Science in International Business, Finance
State Street January 2015 - Present
State Street Bank March 2007 - Present
State Street Bank May 2007 - March 2010
Deutsche Bank January 2006 - August 2006
UBS January 2005 - August 2005
Fidelity Investments January 2004 - January 2005
Skills
Risk Management, Securities, Hedge Funds, Bloomberg, Mutual Funds, Fund Accounting, Investments, Alternative Investments, Financial Analysis, Fund Administration, Financial Services, Bonds, Corporate Actions, Financial Risk, Hedge Accounting, Access, Due Diligence, Process Improvement, PowerPoint, Equities, Microsoft Excel, Global Custody, Microsoft Office, Private Equity, Fixed Income, Investment Banking, Fund Of Funds
Education
European School of Business - Germany 2005 — 2007
Bachelor of Science, European Business/ Finance
Northeastern University 2002 — 2007
Bachelor of Science in International Business, Finance
Alex Beigelman Alex Beigelman's UBS Experience August 2007 - January 2015
Job Managing Director, Technology Operational Risk Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2015 - Present
UBS August 2007 - January 2015
JPMorgan Chase June 2005 - August 2007
Citco Fund Services January 2004 - May 2005
NavGator January 2001 - December 2003
Deutsche Bank 1998 - 2000
Sun Microsystems Inc. 1992 - 1998
New York Life Insurance Company 1989 - 1992
NYNEX Science & Technology 1988 - 1989
Skills
Wealth Management, Collateral Management, Market Data, Fixed Income, Trading Systems, Hedge Funds, Equity Derivatives, Alternative Investments, Equities, Derivatives, Investment Banking, Options, Unix, Project Management, Software Development, Low Latency, Electronic Trading, Security, Sybase, Trading, SDLC, IT Strategy, Distributed Systems, Vendor Management, Business Analysis, Risk Management, Enterprise Architecture, Program Management, Strategy, Business Continuity, Management, Infrastructure, Disaster Recovery, IT Management, Financial Services
Education
Polytechnic University 1985 — 1989
Master of Science (M.S.), Computer Science
JPMorgan Chase March 2015 - Present
UBS August 2007 - January 2015
JPMorgan Chase June 2005 - August 2007
Citco Fund Services January 2004 - May 2005
NavGator January 2001 - December 2003
Deutsche Bank 1998 - 2000
Sun Microsystems Inc. 1992 - 1998
New York Life Insurance Company 1989 - 1992
NYNEX Science & Technology 1988 - 1989
Skills
Wealth Management, Collateral Management, Market Data, Fixed Income, Trading Systems, Hedge Funds, Equity Derivatives, Alternative Investments, Equities, Derivatives, Investment Banking, Options, Unix, Project Management, Software Development, Low Latency, Electronic Trading, Security, Sybase, Trading, SDLC, IT Strategy, Distributed Systems, Vendor Management, Business Analysis, Risk Management, Enterprise Architecture, Program Management, Strategy, Business Continuity, Management, Infrastructure, Disaster Recovery, IT Management, Financial Services
Education
Polytechnic University 1985 — 1989
Master of Science (M.S.), Computer Science
Daniel Drummer Daniel Drummer's UBS Experience August 2015 - Present
Job FX, Rates and Credits Business Management Intern at UBS
Industry
Experience
UBS August 2015 - Present
State Street January 2015 - July 2015
MFS Investment Management January 2014 - July 2014
Alfa Metalcraft Corporation June 2012 - July 2012
Education
Northeastern University 2012 — 2015
Bachelor of Science Degree in Business Administration, Finance, General
Zurich International School 2006 — 2010
Highschool Diploma
UBS August 2015 - Present
State Street January 2015 - July 2015
MFS Investment Management January 2014 - July 2014
Alfa Metalcraft Corporation June 2012 - July 2012
Education
Northeastern University 2012 — 2015
Bachelor of Science Degree in Business Administration, Finance, General
Zurich International School 2006 — 2010
Highschool Diploma
Bizi Kayumbi Bizi Kayumbi's UBS Experience April 2014 - August 2015
Job Market Risk Analyst
Industry Investment Banking
Experience
Credit Suisse September 2015 - Present
UBS April 2014 - August 2015
Fidelity Investments March 2012 - April 2014
BNY Mellon May 2010 - August 2011
SCS Financial August 2008 - December 2008
Goldman Sachs July 2007 - December 2007
Skills
Equities, Fixed Income, Hedge Funds, Mutual Funds, Investments, Bloomberg, Financial Services, Series 63, Securities, Portfolio Management, Financial Modeling, Financial Analysis, Asset Management, Wealth Management, Due Diligence, Private Equity
Education
Northeastern University 2004 — 2010
Bachelor of Science (BS), Accounting and Finance
Credit Suisse September 2015 - Present
UBS April 2014 - August 2015
Fidelity Investments March 2012 - April 2014
BNY Mellon May 2010 - August 2011
SCS Financial August 2008 - December 2008
Goldman Sachs July 2007 - December 2007
Skills
Equities, Fixed Income, Hedge Funds, Mutual Funds, Investments, Bloomberg, Financial Services, Series 63, Securities, Portfolio Management, Financial Modeling, Financial Analysis, Asset Management, Wealth Management, Due Diligence, Private Equity
Education
Northeastern University 2004 — 2010
Bachelor of Science (BS), Accounting and Finance
Eric Rivkin's UBS Experience January 2015 - Present
Job Coop at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
Standish Mellon Asset Management January 2014 - Present
Matrix Asset Advisors May 2013 - July 2013
New York Wizards November 2008 - April 2012
The Big 3 on 3 Basketball Tournament August 2008 - August 2011
Town of Huntington Playground Group Camp 2008 - 2011
Town of Huntington Playground Group Camp 2008 - 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Facebook, Project Planning, Accounting, Budgets, Ticket Sales, Social Media, Public Speaking, Microsoft Office, Fundraising, Customer Service, Event Management, Research, Teamwork
Education
Northeastern University 2012 — 2016
Bachelor’s Degree, Finance and Entrepreneurship, 3.45
UBS January 2015 - Present
Standish Mellon Asset Management January 2014 - Present
Matrix Asset Advisors May 2013 - July 2013
New York Wizards November 2008 - April 2012
The Big 3 on 3 Basketball Tournament August 2008 - August 2011
Town of Huntington Playground Group Camp 2008 - 2011
Town of Huntington Playground Group Camp 2008 - 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Facebook, Project Planning, Accounting, Budgets, Ticket Sales, Social Media, Public Speaking, Microsoft Office, Fundraising, Customer Service, Event Management, Research, Teamwork
Education
Northeastern University 2012 — 2016
Bachelor’s Degree, Finance and Entrepreneurship, 3.45
Katy Soudmand Katy Soudmand's UBS Experience January 2010 - September 2010
Job Director at Wells Fargo Securities
Industry Legal Services
Experience
Wells Fargo Securities January 2015 - Present
Morgan Stanley November 2011 - December 2014
UBS Investment Bank January 2010 - September 2011
UBS Investment Bank June 2006 - September 2011
UBS Investment Bank June 2006 - September 2011
UBS Investment Bank June 2006 - September 2011
UBS Investment Bank 2006 - September 2011
UBS January 2010 - September 2010
WEIL September 2000 - May 2006
WEIL September 2000 - May 2006
Skills
Structured Finance, Securities, Derivatives, ISDA, Structured Products, Securities Regulation, Credit Derivatives, Cross-border..., Securitization, Fixed Income, ABS, Financial Structuring, Corporate Law, Capital Markets
Education
New York University School of Law 1999 — 2000
LL.M, Corporate Law
New York University School of Law
LL.M, Corporate Law
New York University School of Law
LL.M, Corporate Law
New York University School of Law 1999 — 1999
L.L.M, Law
UNIVERSITY OF GENEVA LAW FACULTY
Masters, International Private Law; International Commercial Transactions
UNIVERSITY OF GENEVA LAW FACULTY
Masters, International Private Law; International Commercial Transactions
UNIVERSITY OF GENEVA LAW FACULTY
Masters, International Private Law; International Commercial Transactions
UNIVERSITY OF GENEVA LAW FACULTY
Law Degree (Licence, en droit
UNIVERSITY OF GENEVA LAW FACULTY
Law Degree (Licence, en droit
UNIVERSITY OF GENEVA LAW FACULTY
Law Degree (Licence, en droit
Wells Fargo Securities January 2015 - Present
Morgan Stanley November 2011 - December 2014
UBS Investment Bank January 2010 - September 2011
UBS Investment Bank June 2006 - September 2011
UBS Investment Bank June 2006 - September 2011
UBS Investment Bank June 2006 - September 2011
UBS Investment Bank 2006 - September 2011
UBS January 2010 - September 2010
WEIL September 2000 - May 2006
WEIL September 2000 - May 2006
Skills
Structured Finance, Securities, Derivatives, ISDA, Structured Products, Securities Regulation, Credit Derivatives, Cross-border..., Securitization, Fixed Income, ABS, Financial Structuring, Corporate Law, Capital Markets
Education
New York University School of Law 1999 — 2000
LL.M, Corporate Law
New York University School of Law
LL.M, Corporate Law
New York University School of Law
LL.M, Corporate Law
New York University School of Law 1999 — 1999
L.L.M, Law
UNIVERSITY OF GENEVA LAW FACULTY
Masters, International Private Law; International Commercial Transactions
UNIVERSITY OF GENEVA LAW FACULTY
Masters, International Private Law; International Commercial Transactions
UNIVERSITY OF GENEVA LAW FACULTY
Masters, International Private Law; International Commercial Transactions
UNIVERSITY OF GENEVA LAW FACULTY
Law Degree (Licence, en droit
UNIVERSITY OF GENEVA LAW FACULTY
Law Degree (Licence, en droit
UNIVERSITY OF GENEVA LAW FACULTY
Law Degree (Licence, en droit
Michael Shuckerow's UBS Experience April 2000 - May 2005
Job Chief Compliance Officer Realty Capital Securities, LLC
Industry Capital Markets
Experience
Realty Capital Securities October 2014 - Present
Columbia Threadneedle Investments, US April 2008 - October 2014
Bank of America April 2008 - April 2010
Citi May 2005 - April 2008
UBS April 2000 - May 2005
UBS PaineWebber April 2000 - May 2005
New York Life Insurance Company 1998 - 2000
Connecticut Superior Court January 1997 - June 1997
Skills
Securities Regulation, Investments, Equities, AML, Securities, Financial Services, Hedge Funds, Asset Management, Mutual Funds, FINRA, Investment Management, Alternative Investments, Litigation, Corporate Law, Financial Risk, Corporate Governance, Financial Regulation, SEC, Due Diligence, Risk Management, International Compliance, Institutional..., Series 7, Derivatives, Series 24, Regulatory Affairs, Broker-Dealer, Institutional Investors, Securities Law, ERISA, UCITS, Private Placements, Product Development, Distribution Compliance, Wealth Management..., FCPA, Social Media Compliance, Cross Border, Government Markets, eComm/InfoSec, Pay to Play Rules, CFTC/NFA Compliance, FinCEN OFAC, SAS70, SSAE 16, JOBS Act (Jumpstarting..., Capital Markets
Education
St. John's University School of Law 1996 — 1998
Juris Doctor, Law
Northeastern University
BS, Pre-Law, CJ & Political Science
Realty Capital Securities October 2014 - Present
Columbia Threadneedle Investments, US April 2008 - October 2014
Bank of America April 2008 - April 2010
Citi May 2005 - April 2008
UBS April 2000 - May 2005
UBS PaineWebber April 2000 - May 2005
New York Life Insurance Company 1998 - 2000
Connecticut Superior Court January 1997 - June 1997
Skills
Securities Regulation, Investments, Equities, AML, Securities, Financial Services, Hedge Funds, Asset Management, Mutual Funds, FINRA, Investment Management, Alternative Investments, Litigation, Corporate Law, Financial Risk, Corporate Governance, Financial Regulation, SEC, Due Diligence, Risk Management, International Compliance, Institutional..., Series 7, Derivatives, Series 24, Regulatory Affairs, Broker-Dealer, Institutional Investors, Securities Law, ERISA, UCITS, Private Placements, Product Development, Distribution Compliance, Wealth Management..., FCPA, Social Media Compliance, Cross Border, Government Markets, eComm/InfoSec, Pay to Play Rules, CFTC/NFA Compliance, FinCEN OFAC, SAS70, SSAE 16, JOBS Act (Jumpstarting..., Capital Markets
Education
St. John's University School of Law 1996 — 1998
Juris Doctor, Law
Northeastern University
BS, Pre-Law, CJ & Political Science
Lori (Peter) Burrows Lori (Peter) Burrows's UBS Experience February 2010 - July 2010
Job Personal Financial Assistant at First Niagara Bank
Industry Financial Services
Experience
First Niagara Bank January 2014 - Present
Kapitall Generation LLC at Kapitall March 2013 - December 2013
TD Ameritrade May 2012 - February 2013
E*TRADE Financial June 2011 - February 2012
E*TRADE Financial August 2010 - June 2011
UBS February 2010 - July 2010
Etrade Financial August 2008 - July 2009
MJM Trading LLC November 2005 - August 2008
Ford Motor Credit August 2001 - November 2005
ManpowerGroup 2000 - 2001
Skills
Mutual Funds, Morningstar, Bloomberg Terminal, Series 7, Series 63, Series 65, Series 24, Series 55, Bonds, Fixed Income, Structured Products, Managed Accounts, Salesforce, Sales, Investment Advisory, Day Trading, Customer Service, Asset Allocation, Equities, FINRA, Portfolio Management, Financial Services, Investments, ETFs, Finance
Education
Tonawanda High School
Niagara County Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Human Services, General
USCS-Spartanburg
First Niagara Bank January 2014 - Present
Kapitall Generation LLC at Kapitall March 2013 - December 2013
TD Ameritrade May 2012 - February 2013
E*TRADE Financial June 2011 - February 2012
E*TRADE Financial August 2010 - June 2011
UBS February 2010 - July 2010
Etrade Financial August 2008 - July 2009
MJM Trading LLC November 2005 - August 2008
Ford Motor Credit August 2001 - November 2005
ManpowerGroup 2000 - 2001
Skills
Mutual Funds, Morningstar, Bloomberg Terminal, Series 7, Series 63, Series 65, Series 24, Series 55, Bonds, Fixed Income, Structured Products, Managed Accounts, Salesforce, Sales, Investment Advisory, Day Trading, Customer Service, Asset Allocation, Equities, FINRA, Portfolio Management, Financial Services, Investments, ETFs, Finance
Education
Tonawanda High School
Niagara County Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Human Services, General
USCS-Spartanburg
Jonathan Banks Jonathan Banks's UBS Experience October 1994 - November 1998
Job Managing Director at BNY Mellon
Industry Banking
Experience
BNY Mellon 1998 - Present
UBS October 1994 - November 1998
Skills
Risk Management, Customer Service, Management, Leadership, Process Improvement, Analysis
Education
Norfolk State University 1989 — 2003
BS, Management, Computer Information Systems
BNY Mellon 1998 - Present
UBS October 1994 - November 1998
Skills
Risk Management, Customer Service, Management, Leadership, Process Improvement, Analysis
Education
Norfolk State University 1989 — 2003
BS, Management, Computer Information Systems
Anish Patel's UBS Experience 2001 - 2002
Job Account Manager at Cisco Systems
Industry Computer Networking
Experience
Cisco August 2012 - Present
Cisco August 2010 - August 2012
Cisco September 2004 - August 2010
Sony Ericsson 2002 - 2004
UBS 2001 - 2002
Skills
Cisco Technologies, Network Architecture, Data Center, Routing, Cloud Computing, Unified Communications, VoIP, Virtualization, Firewalls, Integration, Telecommunications, Security, Networking
Education
North Carolina State University 2002 — 2004
Master
North Carolina State University 1998 — 2002
Bachelor's Degree
Cisco August 2012 - Present
Cisco August 2010 - August 2012
Cisco September 2004 - August 2010
Sony Ericsson 2002 - 2004
UBS 2001 - 2002
Skills
Cisco Technologies, Network Architecture, Data Center, Routing, Cloud Computing, Unified Communications, VoIP, Virtualization, Firewalls, Integration, Telecommunications, Security, Networking
Education
North Carolina State University 2002 — 2004
Master
North Carolina State University 1998 — 2002
Bachelor's Degree
John Ashburne John Ashburne's UBS Experience 1993 - 1997
Job Energy, Minerals, Power and Infrastructure Advisor to CFO CEO and Treasurer at Black Horse Advisors
Industry Financial Services
Experience
Black Horse Advisors November 2007 - Present
Standard Bank Plc 2006 - 2007
Turner Construction Company 2004 - 2006
Black Horse Capital Advisors 2001 - 2004
Deutsche Bank Securities 1997 - 2001
UBS 1993 - 1997
Barclays Capital 1991 - 1993
Peter Kiewit Sons' Inc. 1987 - 1991
JP Morgan 1981 - 1987
Skills
Project Finance, Private Equity, Mergers & Acquisitions, Corporate Finance, Commodity, Valuation, Energy, Finance, Venture Capital, Renewable Energy, Structured Finance, Mining, Capital Markets, Strategy, Investment Banking, Emerging Markets, Investments, Financial Modeling, Risk Management, Equities, Trading, Mining Finance, Wind, Start-ups, Due Diligence, Power Generation, Derivatives, Restructuring, Commodities, Solar Energy, Mergers, Hedge Funds, Solar, Commodity Risk..., Treasury, CFOs, VP Finance, Financial Structuring, Financial Analysis
Education
The Tuck School of Business at Dartmouth 1979 — 1981
MBA, Finance
Northeastern University 1973 — 1978
B.S., Management, Accounting & Finance
Black Horse Advisors November 2007 - Present
Standard Bank Plc 2006 - 2007
Turner Construction Company 2004 - 2006
Black Horse Capital Advisors 2001 - 2004
Deutsche Bank Securities 1997 - 2001
UBS 1993 - 1997
Barclays Capital 1991 - 1993
Peter Kiewit Sons' Inc. 1987 - 1991
JP Morgan 1981 - 1987
Skills
Project Finance, Private Equity, Mergers & Acquisitions, Corporate Finance, Commodity, Valuation, Energy, Finance, Venture Capital, Renewable Energy, Structured Finance, Mining, Capital Markets, Strategy, Investment Banking, Emerging Markets, Investments, Financial Modeling, Risk Management, Equities, Trading, Mining Finance, Wind, Start-ups, Due Diligence, Power Generation, Derivatives, Restructuring, Commodities, Solar Energy, Mergers, Hedge Funds, Solar, Commodity Risk..., Treasury, CFOs, VP Finance, Financial Structuring, Financial Analysis
Education
The Tuck School of Business at Dartmouth 1979 — 1981
MBA, Finance
Northeastern University 1973 — 1978
B.S., Management, Accounting & Finance
Emil Gasanov Emil Gasanov's UBS Experience March 2000 - August 2007
Job Associate Vice President at Bank of America
Industry Information Technology and Services
Experience
Verizon Wireless November 2007 - Present
Verizon Wireless - Digital Telecom November 2007 - April 2010
UBS Consulting Services October 2003 - September 2007
UBS March 2000 - August 2007
UBS Consulting Services March 2000 - October 2003
CIBER - Consulting firm October 1999 - March 2000
WAKEFERN CORPORATION June 1998 - September 1999
DEPOSITORY TRUST COMPANY March 1998 - June 1998
DYNAMIC DATA RESOURCES - Consulting firm December 1995 - March 1998
Skills
Visio
Education
Baku Polytechnik University 1974 — 1979
New York University - Polytechnic School of Engineering
BS, Mathematics
School 134
Verizon Wireless November 2007 - Present
Verizon Wireless - Digital Telecom November 2007 - April 2010
UBS Consulting Services October 2003 - September 2007
UBS March 2000 - August 2007
UBS Consulting Services March 2000 - October 2003
CIBER - Consulting firm October 1999 - March 2000
WAKEFERN CORPORATION June 1998 - September 1999
DEPOSITORY TRUST COMPANY March 1998 - June 1998
DYNAMIC DATA RESOURCES - Consulting firm December 1995 - March 1998
Skills
Visio
Education
Baku Polytechnik University 1974 — 1979
New York University - Polytechnic School of Engineering
BS, Mathematics
School 134
Kenneth F. Brown Kenneth F. Brown's UBS Experience 2001 - 2003
Job Financial Consultant Helping Those I Work With To Define And Achieve Their Financial Goals; Seeking New Opportunity
Industry Financial Services
Experience
New York Community Bancorp, Inc. (NYCB) 2014 - 2015
Ameriprise Financial Services, Inc. 2013 - 2013
Israel Discount Bank 2005 - 2013
Bank of America 2003 - 2005
UBS 2001 - 2003
Morgan Stanley Wealth Management 1994 - 2001
Skills
Wealth Management, Financial Adv, Investments, Retirement Planning, Financial Services, Management, Portfolio Management, Analysis, Banking, Marketing Strategy, Credit, Risk Management, Program Management, Marketing, Restructuring, Human Resources, SDLC, Small Business, Financial Advisory, Financial Analysis, Finance, Credit Analysis, Loans
Education
Northeastern University 1968 — 1973
Bachelor’s Degree
Stuyvesant High School 1965 — 1968
High School
New York Community Bancorp, Inc. (NYCB) 2014 - 2015
Ameriprise Financial Services, Inc. 2013 - 2013
Israel Discount Bank 2005 - 2013
Bank of America 2003 - 2005
UBS 2001 - 2003
Morgan Stanley Wealth Management 1994 - 2001
Skills
Wealth Management, Financial Adv, Investments, Retirement Planning, Financial Services, Management, Portfolio Management, Analysis, Banking, Marketing Strategy, Credit, Risk Management, Program Management, Marketing, Restructuring, Human Resources, SDLC, Small Business, Financial Advisory, Financial Analysis, Finance, Credit Analysis, Loans
Education
Northeastern University 1968 — 1973
Bachelor’s Degree
Stuyvesant High School 1965 — 1968
High School
Jay Abernethy Jay Abernethy's UBS Experience July 2012 - Present
Job Financial Advisor/Portfolio Manager at UBS Financial Services Inc,
Industry Financial Services
Experience
UBS July 2012 - Present
Wells Fargo December 1995 - June 2012
Education
North Carolina State University 1984 — 1988
Bachelor's degree, Business Administration and Management, General
UBS July 2012 - Present
Wells Fargo December 1995 - June 2012
Education
North Carolina State University 1984 — 1988
Bachelor's degree, Business Administration and Management, General
Matt Eaton's UBS Experience August 2006 - December 2006
Job Private Equity Investment Professional
Industry Venture Capital & Private Equity
Experience
Gemini Investors August 2014 - Present
Polaris Partners October 2013 - August 2014
NXT Capital January 2013 - September 2013
NXT Capital October 2011 - January 2013
Velocity Financial Group September 2010 - October 2011
Velocity Financial Group July 2008 - September 2010
Northeastern University 2005 - 2009
Velocity Financial Group July 2008 - December 2008
Morgan Stanley July 2007 - December 2007
UBS August 2006 - December 2006
Skills
Business Development, Venture Capital, Networking, Financial Modeling, Market Research, Due Diligence, Corporate Finance, Entrepreneurship, Financial Analysis, Valuation, Finance, Investments, Competitive Analysis, Strategy, Forecasting
Education
Northeastern University 2004 — 2009
BS in Business Administration, Finance & Accounting, 3.96/4.0
Westford Academy
Gemini Investors August 2014 - Present
Polaris Partners October 2013 - August 2014
NXT Capital January 2013 - September 2013
NXT Capital October 2011 - January 2013
Velocity Financial Group September 2010 - October 2011
Velocity Financial Group July 2008 - September 2010
Northeastern University 2005 - 2009
Velocity Financial Group July 2008 - December 2008
Morgan Stanley July 2007 - December 2007
UBS August 2006 - December 2006
Skills
Business Development, Venture Capital, Networking, Financial Modeling, Market Research, Due Diligence, Corporate Finance, Entrepreneurship, Financial Analysis, Valuation, Finance, Investments, Competitive Analysis, Strategy, Forecasting
Education
Northeastern University 2004 — 2009
BS in Business Administration, Finance & Accounting, 3.96/4.0
Westford Academy
Reginald Hill Reginald Hill's UBS Experience 2003 - 2007
Job Independent Distributor at Organo Gold
Industry Food & Beverages
Experience
Organo Gold November 2012 - Present
Morgan Stanley 2007 - March 2015
UBS 2003 - 2007
Ernst & Young 2000 - 2003
Skills
Internal Audit, Equities, Risk Management, Financial Analysis, Financial Services, Finance, Fixed Income, Hedge Funds, Bloomberg, Financial Modeling
Education
Norfolk State University 1996 — 2000
BS, Accounting
Organo Gold November 2012 - Present
Morgan Stanley 2007 - March 2015
UBS 2003 - 2007
Ernst & Young 2000 - 2003
Skills
Internal Audit, Equities, Risk Management, Financial Analysis, Financial Services, Finance, Fixed Income, Hedge Funds, Bloomberg, Financial Modeling
Education
Norfolk State University 1996 — 2000
BS, Accounting
Stephanie Simone Accinni's UBS Experience August 2015 - Present
Job UBS Graduate Training Program
Industry Financial Services
Experience
UBS August 2015 - Present
D'Amore-McKim School of Business, Northeastern University September 2014 - Present
Strong Women, Strong Girls - Northeastern Chapter September 2013 - May 2015
D'Amore-McKim School of Business, Northeastern University September 2011 - May 2015
UBS Wealth Management, Banking Operations January 2014 - June 2014
Gelfand, Rennert & Feldman January 2013 - June 2013
Skills
PowerPoint, Financial Analysis, Microsoft Word, Microsoft Excel, Youth Mentoring, Tutoring, Communication, Organization, Community Outreach, Program Budgeting, Money Management, Data Analysis, Project Management
Education
Northeastern University 2011 — 2015
Bachelor’s Degree, Finance and Economics
UBS August 2015 - Present
D'Amore-McKim School of Business, Northeastern University September 2014 - Present
Strong Women, Strong Girls - Northeastern Chapter September 2013 - May 2015
D'Amore-McKim School of Business, Northeastern University September 2011 - May 2015
UBS Wealth Management, Banking Operations January 2014 - June 2014
Gelfand, Rennert & Feldman January 2013 - June 2013
Skills
PowerPoint, Financial Analysis, Microsoft Word, Microsoft Excel, Youth Mentoring, Tutoring, Communication, Organization, Community Outreach, Program Budgeting, Money Management, Data Analysis, Project Management
Education
Northeastern University 2011 — 2015
Bachelor’s Degree, Finance and Economics
Jill Painter, CFP® Jill Painter, CFP®'s UBS Experience September 2000 - January 2006
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Broadwater Painter Financial Group of Wells Fargo Advisors, LLC January 2006 - Present
UBS September 2000 - January 2006
JC Bradford & Co. June 1995 - September 2000
Education
North Carolina State University 1987 — 1992
Bachelor of Arts (BA), Political Science and Government
Broadwater Painter Financial Group of Wells Fargo Advisors, LLC January 2006 - Present
UBS September 2000 - January 2006
JC Bradford & Co. June 1995 - September 2000
Education
North Carolina State University 1987 — 1992
Bachelor of Arts (BA), Political Science and Government
A. Michael Cuomo's UBS Experience October 2012 - Present
Job Executive Director and Complex Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS October 2012 - Present
Merrill Lynch October 2005 - September 2012
Merrill Lynch February 2001 - October 2005
Skills
Series 7, Wealth Management, Fixed Income, Investments, Equities, Series 63, Securities, Asset Allocation, Mutual Funds, Retirement Planning, Portfolio Management, Strategic Financial..., Alternative Investments, Asset Management, Investment Banking
Education
North Carolina State University 1976 — 1980
Bachelor of Arts (B.A.), Business Management
UBS October 2012 - Present
Merrill Lynch October 2005 - September 2012
Merrill Lynch February 2001 - October 2005
Skills
Series 7, Wealth Management, Fixed Income, Investments, Equities, Series 63, Securities, Asset Allocation, Mutual Funds, Retirement Planning, Portfolio Management, Strategic Financial..., Alternative Investments, Asset Management, Investment Banking
Education
North Carolina State University 1976 — 1980
Bachelor of Arts (B.A.), Business Management
Leslie Cannon Leslie Cannon's UBS Experience June 2003 - October 2003
Job Relationship Associate, Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
McGladrey July 2013 - June 2015
McGladrey October 2008 - June 2013
Merrill Lynch June 2005 - August 2006
GEM Realty Capital, Inc. October 2003 - June 2006
UBS June 2003 - October 2003
Lehman Brothers February 2001 - June 2003
Lehman Brothers September 2000 - January 2001
Skills
Wealth Management..., Cash Management, Personal Financial..., Investment Advisory, Financial Services, Fixed Income, Mutual Funds, Portfolio Management, Client Service Oriented, Manage Client..., Client Education, Series 7, Series 66
Education
Northeastern Illinois University 2003 — 2006
Bachelor of Arts (B.A.), Secondary Education, English
Rutgers University 2000 — 2000
Credit Suisse May 2015 - Present
McGladrey July 2013 - June 2015
McGladrey October 2008 - June 2013
Merrill Lynch June 2005 - August 2006
GEM Realty Capital, Inc. October 2003 - June 2006
UBS June 2003 - October 2003
Lehman Brothers February 2001 - June 2003
Lehman Brothers September 2000 - January 2001
Skills
Wealth Management..., Cash Management, Personal Financial..., Investment Advisory, Financial Services, Fixed Income, Mutual Funds, Portfolio Management, Client Service Oriented, Manage Client..., Client Education, Series 7, Series 66
Education
Northeastern Illinois University 2003 — 2006
Bachelor of Arts (B.A.), Secondary Education, English
Rutgers University 2000 — 2000
William English William English's UBS Experience December 1997 - May 1998
Job Vice President at AIG Corporate Business IT
Industry Financial Services
Experience
AIG Corporate Business IT May 2015 - Present
AIG Business Partners September 2013 - April 2015
AIG Global Asset Management August 2011 - September 2013
AIG Financial Products May 1998 - August 2011
UBS December 1997 - May 1998
Capital Markets Assurance Corporation March 1997 - December 1997
Capital Markets Assurance Corporation January 1994 - March 1997
Education
Pace University - Lubin School of Business 1997 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
Northeastern University 1990 — 1995
BS, Finance / International Business
Fairfield Prep 1986 — 1990
AIG Corporate Business IT May 2015 - Present
AIG Business Partners September 2013 - April 2015
AIG Global Asset Management August 2011 - September 2013
AIG Financial Products May 1998 - August 2011
UBS December 1997 - May 1998
Capital Markets Assurance Corporation March 1997 - December 1997
Capital Markets Assurance Corporation January 1994 - March 1997
Education
Pace University - Lubin School of Business 1997 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
Northeastern University 1990 — 1995
BS, Finance / International Business
Fairfield Prep 1986 — 1990
Andrée Laney Andrée Laney's UBS Experience December 2005 - April 2009
Job Employment Lawyer & Consultant
Industry Legal Services
Experience
Laney HR Law & Consulting March 2014 - Present
Rutgers Business School January 2014 - Present
Bressler, Amery & Ross, P.C. January 2011 - January 2014
National Association of African Americans in Human Resources -- Greater New York Chapter January 2010 - December 2013
Nukk-Freeman & Cerra, P.C. December 2009 - January 2011
UBS December 2005 - April 2009
EEOC August 2001 - December 2005
EEOC November 1994 - August 2001
NYC Department of Transportation 1992 - 1994
Skills
Employment Law, Arbitration, Mediation, Litigation, Courts, Employee Relations, Trials, Corporate Governance, Employee Handbooks, Discrimination Law, Legal Research, Legal Compliance, Contract Negotiation, Commercial Litigation, Legal Writing, Securities Regulation, Retaliation, Employee Benefits, Training, Civil Litigation, Hearings, HR Consulting, Personnel Management, Human Resources, Internal Investigations, Class Actions, Quality Auditing, Legal Advice, Employment Contracts, Wage, Wage
Education
New York University School of Law
Juris Doctor
Princeton University
A.B.
Horace Mann School
Laney HR Law & Consulting March 2014 - Present
Rutgers Business School January 2014 - Present
Bressler, Amery & Ross, P.C. January 2011 - January 2014
National Association of African Americans in Human Resources -- Greater New York Chapter January 2010 - December 2013
Nukk-Freeman & Cerra, P.C. December 2009 - January 2011
UBS December 2005 - April 2009
EEOC August 2001 - December 2005
EEOC November 1994 - August 2001
NYC Department of Transportation 1992 - 1994
Skills
Employment Law, Arbitration, Mediation, Litigation, Courts, Employee Relations, Trials, Corporate Governance, Employee Handbooks, Discrimination Law, Legal Research, Legal Compliance, Contract Negotiation, Commercial Litigation, Legal Writing, Securities Regulation, Retaliation, Employee Benefits, Training, Civil Litigation, Hearings, HR Consulting, Personnel Management, Human Resources, Internal Investigations, Class Actions, Quality Auditing, Legal Advice, Employment Contracts, Wage, Wage
Education
New York University School of Law
Juris Doctor
Princeton University
A.B.
Horace Mann School
Jody Weiss Jody Weiss's UBS Experience 1997 - 2002
Job Architect
Industry Financial Services
Experience
PaineWebber/UBS PaineWebber/UBS 1999 - 2002
UBS 1997 - 2002
Merrill Lynch 1993 - 1996
Skills
Market Data, SDLC, Trading Systems, Vendor Management, Enterprise Architecture, IT Strategy, Portfolio Management, Business Analysis, Integration, SOA, Software Project..., IT Management, PMO, Project Portfolio..., Disaster Recovery
Education
New York University - Polytechnic School of Engineering 1976 — 1978
BSEE, Electrical Engineering
PaineWebber/UBS PaineWebber/UBS 1999 - 2002
UBS 1997 - 2002
Merrill Lynch 1993 - 1996
Skills
Market Data, SDLC, Trading Systems, Vendor Management, Enterprise Architecture, IT Strategy, Portfolio Management, Business Analysis, Integration, SOA, Software Project..., IT Management, PMO, Project Portfolio..., Disaster Recovery
Education
New York University - Polytechnic School of Engineering 1976 — 1978
BSEE, Electrical Engineering
Sam Landsberg's UBS Experience June 2008 - August 2008
Job Healthcare Investment Banking Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley August 2014 - August 2015
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - October 2011
Goldman Sachs January 2010 - July 2010
Wellington Management January 2009 - June 2009
UBS June 2008 - August 2008
Education
Northeastern University 2007 — 2011
BS, Finance and Insurance
Newton North High School 2003 — 2007
Morgan Stanley August 2015 - Present
Morgan Stanley August 2014 - August 2015
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - October 2011
Goldman Sachs January 2010 - July 2010
Wellington Management January 2009 - June 2009
UBS June 2008 - August 2008
Education
Northeastern University 2007 — 2011
BS, Finance and Insurance
Newton North High School 2003 — 2007
Brandon Young Brandon Young's UBS Experience January 2014 - Present
Job Finance Integrated Reporting at UBS
Industry Financial Services
Experience
UBS January 2014 - Present
UBS July 2013 - December 2013
GMO July 2012 - December 2012
NASDAQ OMX July 2011 - December 2011
Pivotal Investments Limited June 2010 - August 2010
Skills
Hedge Funds, Financial Analysis, Analysis, Bloomberg
Education
Northeastern University 2009 — 2014
Bachelor of Science in Business Administration, Finance and Economics
UBS January 2014 - Present
UBS July 2013 - December 2013
GMO July 2012 - December 2012
NASDAQ OMX July 2011 - December 2011
Pivotal Investments Limited June 2010 - August 2010
Skills
Hedge Funds, Financial Analysis, Analysis, Bloomberg
Education
Northeastern University 2009 — 2014
Bachelor of Science in Business Administration, Finance and Economics
Trent Thakur Trent Thakur's UBS Experience April 2012 - August 2012
Job Corporate Audit Staff at GE
Industry Financial Services
Experience
GE July 2015 - Present
GE Capital July 2013 - July 2015
UBS April 2012 - August 2012
Co3 Systems June 2011 - August 2011
Akamai Technologies July 2010 - December 2010
Skills
PowerPoint, Microsoft Excel, Spanish, Microsoft Office, Salesforce.com, Bloomberg, Microsoft Word, Outlook
Education
Northeastern University 2008 — 2012
BS, International Business - Finance; Spanish minor
Universidad Pontificia Comillas 2011 — 2012
ICADE, E-4: Ciencias Empresariales Internacionales
GE July 2015 - Present
GE Capital July 2013 - July 2015
UBS April 2012 - August 2012
Co3 Systems June 2011 - August 2011
Akamai Technologies July 2010 - December 2010
Skills
PowerPoint, Microsoft Excel, Spanish, Microsoft Office, Salesforce.com, Bloomberg, Microsoft Word, Outlook
Education
Northeastern University 2008 — 2012
BS, International Business - Finance; Spanish minor
Universidad Pontificia Comillas 2011 — 2012
ICADE, E-4: Ciencias Empresariales Internacionales
Herman Oesman Herman Oesman's UBS Experience 2008 - 2010
Job Extensive technical experience w/ the design & implementation of Converged Infrastructure Storage/SAN, Virtualization
Industry
Experience
VCE 2011 - Present
EMC 2010 - 2011
UBS 2008 - 2010
Louisiana Technology Group 2008 - 2008
Merril Lynch Inc 2005 - 2007
Barclays Investment Bank 2004 - 2005
CDI LLC 1997 - 2004
Skills
Management, EMC Storage, VMware Infrastructure, Cisco, Vblock
Education
New York University - Polytechnic School of Engineering
Master’s Degree
VCE 2011 - Present
EMC 2010 - 2011
UBS 2008 - 2010
Louisiana Technology Group 2008 - 2008
Merril Lynch Inc 2005 - 2007
Barclays Investment Bank 2004 - 2005
CDI LLC 1997 - 2004
Skills
Management, EMC Storage, VMware Infrastructure, Cisco, Vblock
Education
New York University - Polytechnic School of Engineering
Master’s Degree
Anthony V. Seemann Anthony V. Seemann's UBS Experience March 2006 - November 2006
Job Brand Ambassador/Event Specialist/Account Coordinator at L'Oréal
Industry Retail
Experience
Jack Black February 2014 - Present
L'Oréal 2013 - Present
First Presbyterian Church of Evanston August 2011 - July 2015
L'Oréal 2009 - 2013
Musical Expressions 2011 - 2011
Bloomingdale's January 2008 - August 2008
Macys Orland Square Mall 2006 - 2007
UBS March 2006 - November 2006
Ben Gordon Center 2004 - 2005
Illinois State Treasurer's Office 2002 - 2004
Skills
Cosmetics, Sales, Marketing, Singing, Acting, Piano Playing, Luxury Goods, Fragrance, Retail Sales, Visual Merchandising, Marketing Strategy, Brand Management, Graphic Design, Writing, Vocal Instruction, Sales Management, Event Management, Sales Operations, Leadership, Public Relations, Music, Management, Musical Theatre, Piano, Performing Arts, Fashion, Merchandising, Social Networking, Beauty Industry, Event Planning, Skin Care
Education
North Park University 2007 — 2010
Master's of Music, Vocal Performance
Northern Illinois University 2002 — 2005
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Joliet Junior College 2000 — 2002
Associate of Arts (A.A.), General Music and Pubic Relations
Jack Black February 2014 - Present
L'Oréal 2013 - Present
First Presbyterian Church of Evanston August 2011 - July 2015
L'Oréal 2009 - 2013
Musical Expressions 2011 - 2011
Bloomingdale's January 2008 - August 2008
Macys Orland Square Mall 2006 - 2007
UBS March 2006 - November 2006
Ben Gordon Center 2004 - 2005
Illinois State Treasurer's Office 2002 - 2004
Skills
Cosmetics, Sales, Marketing, Singing, Acting, Piano Playing, Luxury Goods, Fragrance, Retail Sales, Visual Merchandising, Marketing Strategy, Brand Management, Graphic Design, Writing, Vocal Instruction, Sales Management, Event Management, Sales Operations, Leadership, Public Relations, Music, Management, Musical Theatre, Piano, Performing Arts, Fashion, Merchandising, Social Networking, Beauty Industry, Event Planning, Skin Care
Education
North Park University 2007 — 2010
Master's of Music, Vocal Performance
Northern Illinois University 2002 — 2005
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Joliet Junior College 2000 — 2002
Associate of Arts (A.A.), General Music and Pubic Relations
Steve Facchetti's UBS Experience 1995 - 2000
Job Director at Mass Mutual
Industry Financial Services
Experience
MassMutual Financial Group 2007 - Present
Melanoma Education Foundation 2012 - 2015
Melanoma Education Foundation 2012 - 2014
New York Life 2000 - 2007
UBS 1995 - 2000
Skills
Vendor Management, Portfolio Management, Project Portfolio..., Project Management, Business Requirements, PMO, Management, Process Improvement, SDLC, Insurance, CRM, Business Analysis, Leadership, Requirements Analysis, Banking, Requirements Gathering, Operations Management, Infrastructure, Disaster Recovery, IT Management, IT Strategy, Risk Management, Business Process..., Resource Management
Education
Seton Hall University 2002 — 2003
MBA, Information Systems
Northeastern University 1995 — 1996
MBA, Management Information Systems, General
MassMutual Financial Group 2007 - Present
Melanoma Education Foundation 2012 - 2015
Melanoma Education Foundation 2012 - 2014
New York Life 2000 - 2007
UBS 1995 - 2000
Skills
Vendor Management, Portfolio Management, Project Portfolio..., Project Management, Business Requirements, PMO, Management, Process Improvement, SDLC, Insurance, CRM, Business Analysis, Leadership, Requirements Analysis, Banking, Requirements Gathering, Operations Management, Infrastructure, Disaster Recovery, IT Management, IT Strategy, Risk Management, Business Process..., Resource Management
Education
Seton Hall University 2002 — 2003
MBA, Information Systems
Northeastern University 1995 — 1996
MBA, Management Information Systems, General
David C. Cairone Jr. David C. Cairone Jr.'s UBS Experience February 2008 - Present
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS February 2008 - Present
Morgan Stanley April 2003 - February 2008
Education
Northeastern University 1998 — 2003
BSBA
UBS February 2008 - Present
Morgan Stanley April 2003 - February 2008
Education
Northeastern University 1998 — 2003
BSBA
Joseph Schemo Joseph Schemo's UBS Experience June 2013 - July 2013
Job Student at New York University School of Law
Industry Law Practice
Experience
Bomar Law Firm, LLC July 2014 - August 2014
Kaufman Law, P.C. May 2014 - July 2014
Rally Foundation for Childhood Cancer Research October 2012 - December 2013
UBS June 2013 - July 2013
Skills
Legal Writing, Legal Research, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Word
Education
New York University School of Law 2014 — 2017
Doctor of Law (J.D.)
The University of Georgia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Alan C. Pope High School 2006 — 2010
Bomar Law Firm, LLC July 2014 - August 2014
Kaufman Law, P.C. May 2014 - July 2014
Rally Foundation for Childhood Cancer Research October 2012 - December 2013
UBS June 2013 - July 2013
Skills
Legal Writing, Legal Research, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Word
Education
New York University School of Law 2014 — 2017
Doctor of Law (J.D.)
The University of Georgia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Alan C. Pope High School 2006 — 2010
Grace Gunner Grace Gunner's UBS Experience May 2012 - August 2012
Job Sourcing Consultant at IBM
Industry Information Services
Experience
IBM Global Process Services May 2015 - Present
IBM March 2013 - Present
Merrill Lynch 2012 - 2013
UBS May 2012 - August 2012
Skills
Bloomberg, Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Business Analysis, Microsoft Office, Data Analysis, Access, Finance, Process Improvement, Analysis, Leadership, Microsoft Word, Financial Reporting
Education
North Carolina State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Finance
IBM Global Process Services May 2015 - Present
IBM March 2013 - Present
Merrill Lynch 2012 - 2013
UBS May 2012 - August 2012
Skills
Bloomberg, Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Business Analysis, Microsoft Office, Data Analysis, Access, Finance, Process Improvement, Analysis, Leadership, Microsoft Word, Financial Reporting
Education
North Carolina State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Finance
Robert Gaskin's UBS Experience February 1994 - June 2006
Job Managing Principal at Gaskin Asset Management, LLC
Industry Financial Services
Experience
Gaskin Asset Management, LLC June 2006 - Present
UBS February 1994 - June 2006
Alexander Fabrics, Inc. September 1991 - February 1994
US Army November 1986 - September 1991
Education
North Carolina State University 1982 — 1986
Bachelor of Science (B.S.), Agriculture Business Management with concentration in Economics
Gaskin Asset Management, LLC June 2006 - Present
UBS February 1994 - June 2006
Alexander Fabrics, Inc. September 1991 - February 1994
US Army November 1986 - September 1991
Education
North Carolina State University 1982 — 1986
Bachelor of Science (B.S.), Agriculture Business Management with concentration in Economics
Alex Allen, MBA's UBS Experience January 2011 - May 2011
Job Trade Strategy & Customer Solutions
Industry Pharmaceuticals
Experience
GSK June 2015 - Present
GSK November 2014 - June 2015
GSK January 2012 - November 2014
GSK May 2011 - December 2011
UBS January 2011 - May 2011
GSK May 2010 - August 2010
Skills
Project Management, Change Management, Six Sigma, ITIL, Leadership, Program Management, Adobe Illustrator, Voice of the Customer..., Business Analysis, InDesign, Adobe Creative Suite, Voice of the Process..., Autonomy IDOL, Marketing Research, Business Development, IT Strategy, IT Management, IT Service Management, Vendor Management, Vendor Relationship..., Negotiation, Team Building, Market Research, Consumer Behaviour, Pharmaceutical Industry, Customer Service, Data Analysis
Education
North Carolina State University 2013 — 2015
Master of Business Administration (MBA), Marketing Management
North Carolina State University 2009 — 2011
Business Management, Finance and IT Systems
GSK June 2015 - Present
GSK November 2014 - June 2015
GSK January 2012 - November 2014
GSK May 2011 - December 2011
UBS January 2011 - May 2011
GSK May 2010 - August 2010
Skills
Project Management, Change Management, Six Sigma, ITIL, Leadership, Program Management, Adobe Illustrator, Voice of the Customer..., Business Analysis, InDesign, Adobe Creative Suite, Voice of the Process..., Autonomy IDOL, Marketing Research, Business Development, IT Strategy, IT Management, IT Service Management, Vendor Management, Vendor Relationship..., Negotiation, Team Building, Market Research, Consumer Behaviour, Pharmaceutical Industry, Customer Service, Data Analysis
Education
North Carolina State University 2013 — 2015
Master of Business Administration (MBA), Marketing Management
North Carolina State University 2009 — 2011
Business Management, Finance and IT Systems
Bryan Sveum Bryan Sveum's UBS Experience July 2015 - Present
Job Analyst Intern at UBS
Industry Investment Management
Experience
UBS July 2015 - Present
Cisco Systems July 2014 - December 2014
General Electric Aviation July 2013 - December 2013
Cisco Systems June 2012 - June 2013
Pie Digital May 2012 - June 2012
Education
Northeastern University 2011 — 2016
Electrical Engineering, Minor in Business
Crystal Springs Uplands School 2007 — 2011
UBS July 2015 - Present
Cisco Systems July 2014 - December 2014
General Electric Aviation July 2013 - December 2013
Cisco Systems June 2012 - June 2013
Pie Digital May 2012 - June 2012
Education
Northeastern University 2011 — 2016
Electrical Engineering, Minor in Business
Crystal Springs Uplands School 2007 — 2011
Robert Remington's UBS Experience February 2002 - November 2002
Job Mossy Toyota Product Consultant
Industry Automotive
Experience
Mossy Toyota October 2010 - Present
Chevrolet February 2003 - December 2009
SEARS May 1996 - July 2007
The Sports Authority February 2002 - May 2005
Power Toyota Irvine December 2002 - February 2004
UBS February 2002 - November 2002
Wells Fargo May 2000 - November 2001
Fry s Electronics February 1998 - April 1999
Skills
Sales, Sales Management, Management, Finance, Merchandising, Program Management, Banking, Telecommunications, Loans, Financial Services, Mortgage Lending, Automotive, Consumer Electronics, Asset Management, Retirement Planning, Video, Accounts Payable, Electronics, Vehicles, Retail
Education
Northeastern Illinois University
B.A, Business Management
Mossy Toyota October 2010 - Present
Chevrolet February 2003 - December 2009
SEARS May 1996 - July 2007
The Sports Authority February 2002 - May 2005
Power Toyota Irvine December 2002 - February 2004
UBS February 2002 - November 2002
Wells Fargo May 2000 - November 2001
Fry s Electronics February 1998 - April 1999
Skills
Sales, Sales Management, Management, Finance, Merchandising, Program Management, Banking, Telecommunications, Loans, Financial Services, Mortgage Lending, Automotive, Consumer Electronics, Asset Management, Retirement Planning, Video, Accounts Payable, Electronics, Vehicles, Retail
Education
Northeastern Illinois University
B.A, Business Management
Beata Kashani Beata Kashani's UBS Experience September 2005 - February 2010
Job Director of Total Rewards at Morton Salt
Industry Consumer Goods
Experience
Morton Salt August 2014 - Present
Mondelēz International February 2014 - August 2014
Mondelez International October 2012 - March 2014
Kraft Foods February 2010 - September 2012
UBS September 2005 - February 2010
Aon Consulting March 1999 - September 2005
Hyatt Regency Hotel - Chicago June 1998 - March 1999
Skills
Benefits, Vendor Management, Benefits Administration, HR Consulting, Outsourcing, Employee Benefits, Employee Relations, HRIS, Performance Management, Human Resources, Management, Program Management, Onboarding, Talent Management, Deferred Compensation, Strategy, Change Management, Employee Engagement
Education
Northern Illinois University 1994 — 1998
Bachelor of Science, Business Management
Morton Salt August 2014 - Present
Mondelēz International February 2014 - August 2014
Mondelez International October 2012 - March 2014
Kraft Foods February 2010 - September 2012
UBS September 2005 - February 2010
Aon Consulting March 1999 - September 2005
Hyatt Regency Hotel - Chicago June 1998 - March 1999
Skills
Benefits, Vendor Management, Benefits Administration, HR Consulting, Outsourcing, Employee Benefits, Employee Relations, HRIS, Performance Management, Human Resources, Management, Program Management, Onboarding, Talent Management, Deferred Compensation, Strategy, Change Management, Employee Engagement
Education
Northern Illinois University 1994 — 1998
Bachelor of Science, Business Management
Teodor Gjika Teodor Gjika's UBS Experience July 2014 - Present
Job Analyst Hedge Fund Credit
Industry Financial Services
Experience
UBS July 2014 - Present
UBS Investment Bank January 2012 - July 2014
Bladex Asset Management June 2011 - August 2011
Confagricoltura May 2010 - July 2010
Education
Northeastern University 2010 — 2012
Bachelor of Science Degree in International Business, Finance
Università Cattolica del Sacro Cuore 2008 — 2011
Laurea in Economia
UBS July 2014 - Present
UBS Investment Bank January 2012 - July 2014
Bladex Asset Management June 2011 - August 2011
Confagricoltura May 2010 - July 2010
Education
Northeastern University 2010 — 2012
Bachelor of Science Degree in International Business, Finance
Università Cattolica del Sacro Cuore 2008 — 2011
Laurea in Economia
Jessie Vide Jessie Vide's UBS Experience September 2013 - January 2015
Job Credit Risk Analyst: Hedge Funds at UBS Investment Bank
Industry Higher Education
Experience
UBS Investment Bank January 2015 - Present
UBS September 2013 - January 2015
UBS Investment Bank July 2012 - December 2012
SAP Middle East and North Africa May 2012 - June 2012
Merrill Lynch July 2011 - April 2012
US Department of the Treasury: Office of Thrift Supervision July 2010 - December 2010
Skills
Knowledgeable in Excel..., Familiar with Access..., Strong multi-tasking..., Very organized, Ability to adapt quickly, QuickBooks, Managerial Finance, Financial Analysis, Risk Management, Financial Risk, Financial Accounting, Finance, Banking, Analysis, Investment Banking, Accounting, Microsoft Excel
Education
Northeastern University 2008 — 2013
Bachelor of Science, Finance and Accounting
The Waterford School 2006 — 2008
High School Diploma, College Preparatory
Ravenscroft 2004 — 2006
College Preparatory
UBS Investment Bank January 2015 - Present
UBS September 2013 - January 2015
UBS Investment Bank July 2012 - December 2012
SAP Middle East and North Africa May 2012 - June 2012
Merrill Lynch July 2011 - April 2012
US Department of the Treasury: Office of Thrift Supervision July 2010 - December 2010
Skills
Knowledgeable in Excel..., Familiar with Access..., Strong multi-tasking..., Very organized, Ability to adapt quickly, QuickBooks, Managerial Finance, Financial Analysis, Risk Management, Financial Risk, Financial Accounting, Finance, Banking, Analysis, Investment Banking, Accounting, Microsoft Excel
Education
Northeastern University 2008 — 2013
Bachelor of Science, Finance and Accounting
The Waterford School 2006 — 2008
High School Diploma, College Preparatory
Ravenscroft 2004 — 2006
College Preparatory
Elise W. Wilson Elise W. Wilson's UBS Experience July 2012 - Present
Job Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS July 2012 - Present
Merrill Lynch February 2010 - June 2012
Merrill Lynch June 2000 - October 2002
Merrill Lynch June 1997 - June 2000
Education
North Carolina State University
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
UBS July 2012 - Present
Merrill Lynch February 2010 - June 2012
Merrill Lynch June 2000 - October 2002
Merrill Lynch June 1997 - June 2000
Education
North Carolina State University
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
David Chea David Chea's UBS Experience September 1992 - March 1996
Job Senior Linux / Unix Systems Administrator at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 1998 - Present
Sumitomo Mitsui Banking Corporation February 1998 - November 1998
Imagine Software March 1996 - February 1998
UBS September 1992 - March 1996
Skills
Red Hat Linux, Solaris, IBM AIX, Shell Scripting, TCP/IP, NFS, DNS, ZFS, Virtualization, VMware vSphere, VMware vCenter, Hypervisor, LDOM, Solaris Zones, Veritas Cluster Server, Veritas Volume Manager, Veritas Storage..., NetBackup, Altiris, BMC Remedy, EMC Storage, SAN, PowerPath, Disaster Recovery, Enterprise Architecture, Enterprise Networking, IT Operations, High Availability, Troubleshooting
Education
New York University - Polytechnic School of Engineering 1988 — 1992
Bachelor of Science (B.S.), Computer Science
New York Life Insurance Company October 1998 - Present
Sumitomo Mitsui Banking Corporation February 1998 - November 1998
Imagine Software March 1996 - February 1998
UBS September 1992 - March 1996
Skills
Red Hat Linux, Solaris, IBM AIX, Shell Scripting, TCP/IP, NFS, DNS, ZFS, Virtualization, VMware vSphere, VMware vCenter, Hypervisor, LDOM, Solaris Zones, Veritas Cluster Server, Veritas Volume Manager, Veritas Storage..., NetBackup, Altiris, BMC Remedy, EMC Storage, SAN, PowerPath, Disaster Recovery, Enterprise Architecture, Enterprise Networking, IT Operations, High Availability, Troubleshooting
Education
New York University - Polytechnic School of Engineering 1988 — 1992
Bachelor of Science (B.S.), Computer Science
Joseph Haniak Joseph Haniak's UBS Experience January 2012 - June 2012
Job Research Associate at GLG
Industry Research
Experience
GLG (Gerson Lehrman Group) March 2015 - Present
Scotiabank Global Banking and Markets July 2013 - December 2013
UBS January 2012 - June 2012
John Hancock Financial Services January 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg Terminal, Financial Analysis, Data Analysis, Outlook, Social Media, Corporate Finance
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (BBA), Finance, Marketing
GLG (Gerson Lehrman Group) March 2015 - Present
Scotiabank Global Banking and Markets July 2013 - December 2013
UBS January 2012 - June 2012
John Hancock Financial Services January 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg Terminal, Financial Analysis, Data Analysis, Outlook, Social Media, Corporate Finance
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (BBA), Finance, Marketing
Mark Lugert Mark Lugert's UBS Experience 2004 - 2005
Job Simflofy Inc.
Industry Computer Software
Experience
Simflofy Inc. April 2012 - Present
consilium1 July 2011 - March 2012
Alfresco February 2010 - July 2011
Alfresco September 2008 - July 2010
Shamrock Properties February 2006 - February 2009
Tunelware Inc. August 2008 - December 2008
Ringside Networks December 2007 - September 2008
Red Hat December 2005 - June 2007
UBS 2004 - 2005
Troux Technologies 2003 - 2004
Skills
SaaS, Agile Methodologies, Enterprise Architecture, Software Development, Integration, Enterprise Software, Cloud Computing, Professional Services, Mobile Devices, JavaScript, Search, Java, Scalability, Large Scale Deployments, Alfresco, MongoDB, Mule ESB, .NET, Tomcat, Data Migration, Migration Projects, Content Management, Open Source, Product Management, Pre-sales, Java Enterprise Edition, Strategy, Architecture, Enterprise Content..., SOA, Security, Start-ups, REST, Software Engineering, Management, Consulting, Leadership, Software Project...
Education
North Dakota State University 1992 — 1998
CS, Computer Science
Simflofy Inc. April 2012 - Present
consilium1 July 2011 - March 2012
Alfresco February 2010 - July 2011
Alfresco September 2008 - July 2010
Shamrock Properties February 2006 - February 2009
Tunelware Inc. August 2008 - December 2008
Ringside Networks December 2007 - September 2008
Red Hat December 2005 - June 2007
UBS 2004 - 2005
Troux Technologies 2003 - 2004
Skills
SaaS, Agile Methodologies, Enterprise Architecture, Software Development, Integration, Enterprise Software, Cloud Computing, Professional Services, Mobile Devices, JavaScript, Search, Java, Scalability, Large Scale Deployments, Alfresco, MongoDB, Mule ESB, .NET, Tomcat, Data Migration, Migration Projects, Content Management, Open Source, Product Management, Pre-sales, Java Enterprise Edition, Strategy, Architecture, Enterprise Content..., SOA, Security, Start-ups, REST, Software Engineering, Management, Consulting, Leadership, Software Project...
Education
North Dakota State University 1992 — 1998
CS, Computer Science
Christine (Jayjack) Mela Christine (Jayjack) Mela's UBS Experience May 2013 - Present
Job Authorized Officer Business Analyst
Industry Banking
Experience
UBS May 2013 - Present
Credit Suisse October 2011 - April 2013
Credit Suisse August 2009 - October 2011
Credit Suisse August 2008 - August 2009
RBC Bank December 2007 - August 2008
Skills
Corporate Actions, Prime Brokerage, Equities, Financial Services, Analysis, Derivatives, Swaps
Education
Cornell University
Graduate Certificate, Project Leadership
North Carolina State University 2005 — 2008
BS, Agricultural Business Management
UBS May 2013 - Present
Credit Suisse October 2011 - April 2013
Credit Suisse August 2009 - October 2011
Credit Suisse August 2008 - August 2009
RBC Bank December 2007 - August 2008
Skills
Corporate Actions, Prime Brokerage, Equities, Financial Services, Analysis, Derivatives, Swaps
Education
Cornell University
Graduate Certificate, Project Leadership
North Carolina State University 2005 — 2008
BS, Agricultural Business Management
Kemel Akylbekov Kemel Akylbekov's UBS Experience April 2009 - June 2009
Job Banker Small Business Specialist
Industry Financial Services
Experience
JPMorgan Chase September 2010 - March 2015
QA101ConsultingGroup March 2013 - June 2013
UBS April 2009 - June 2009
Pacific Real Estate Partners, Inc. February 2008 - June 2008
Seattle Pacific University February 2006 - February 2008
Skills
Financial Analysis, Customer Service, Microsoft Excel, Microsoft Office, Windows, Banking, Teamwork, Negotiation, Microsoft Word, Finance, Management, Access, Quality Assurance, Software Documentation, Business Analysis, Troubleshooting, Team Leadership, Analysis, Research, Process Improvement, Leadership, Outlook, PowerPoint, Mutual Funds, Testing, Fixed Income, Sales Management
Education
Seattle Pacific University - School of Business and Economics 2006 — 2008
Bachelor of Arts (BA), Finance; Economics Minor
North Seattle Community College 2003 — 2005
Associate of Arts (AA), Business Administration
QA101 2013 — 2013
Certificate, Software Quality Assurance
American University in Central Asia 2001 — 2002
Economics
JPMorgan Chase September 2010 - March 2015
QA101ConsultingGroup March 2013 - June 2013
UBS April 2009 - June 2009
Pacific Real Estate Partners, Inc. February 2008 - June 2008
Seattle Pacific University February 2006 - February 2008
Skills
Financial Analysis, Customer Service, Microsoft Excel, Microsoft Office, Windows, Banking, Teamwork, Negotiation, Microsoft Word, Finance, Management, Access, Quality Assurance, Software Documentation, Business Analysis, Troubleshooting, Team Leadership, Analysis, Research, Process Improvement, Leadership, Outlook, PowerPoint, Mutual Funds, Testing, Fixed Income, Sales Management
Education
Seattle Pacific University - School of Business and Economics 2006 — 2008
Bachelor of Arts (BA), Finance; Economics Minor
North Seattle Community College 2003 — 2005
Associate of Arts (AA), Business Administration
QA101 2013 — 2013
Certificate, Software Quality Assurance
American University in Central Asia 2001 — 2002
Economics
Jennifer Nass Jennifer Nass's UBS Experience January 2013 - July 2013
Job Finacial Analyst at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance July 2015 - Present
Wells Fargo Capital Finance January 2014 - June 2014
UBS January 2013 - July 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Research, Customer Service, Public Speaking, Event Planning, Facebook, Outlook, Teamwork, Editing, Social Networking, Time Management, Community Outreach, Public Relations, Data Analysis
Education
Northeastern University 2011 — 2015
Bachelor’s Degree, Business Administration
Wells Fargo Capital Finance July 2015 - Present
Wells Fargo Capital Finance January 2014 - June 2014
UBS January 2013 - July 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Research, Customer Service, Public Speaking, Event Planning, Facebook, Outlook, Teamwork, Editing, Social Networking, Time Management, Community Outreach, Public Relations, Data Analysis
Education
Northeastern University 2011 — 2015
Bachelor’s Degree, Business Administration
Ryan Pottinger Ryan Pottinger's UBS Experience September 2001 - November 2003
Job Managing Partner at Artisan Enterprises Inc.
Industry Real Estate
Experience
Artisan Enterprises Inc. April 2014 - Present
Willman and Groesch General Contracting September 2011 - December 2014
Southwest Shade Sails Inc June 2006 - September 2011
Shade Central LLC January 2005 - June 2006
Willman and Groesch General Contractor January 2003 - March 2005
UBS September 2001 - November 2003
The TriZetto Group October 1998 - June 2001
FTI Consulting November 1997 - September 1998
Security Trust Company, LLC October 1996 - October 1997
Beneficial Financial Group 1995 - 1996
Skills
Customer Service, New Business Development, Construction Management, Project Management, Strategic Planning, Team Building, Team Leadership, Recruiting, Financial Analysis, Management, Employee Benefits, Investments, Budgets, Insurance, Accounting, Business Development, Investment Properties, Construction, Social Media Marketing, Real Estate, Business Strategy, Loans, Engineering, Human Resources, Mergers, Social Media, Residential Homes, Policy, Project Planning, Start-ups, Procurement, Credit, Marketing Strategy
Education
North Central College 1990 — 1995
BS Finance, Business
Yorkville High School 1986 — 1990
Artisan Enterprises Inc. April 2014 - Present
Willman and Groesch General Contracting September 2011 - December 2014
Southwest Shade Sails Inc June 2006 - September 2011
Shade Central LLC January 2005 - June 2006
Willman and Groesch General Contractor January 2003 - March 2005
UBS September 2001 - November 2003
The TriZetto Group October 1998 - June 2001
FTI Consulting November 1997 - September 1998
Security Trust Company, LLC October 1996 - October 1997
Beneficial Financial Group 1995 - 1996
Skills
Customer Service, New Business Development, Construction Management, Project Management, Strategic Planning, Team Building, Team Leadership, Recruiting, Financial Analysis, Management, Employee Benefits, Investments, Budgets, Insurance, Accounting, Business Development, Investment Properties, Construction, Social Media Marketing, Real Estate, Business Strategy, Loans, Engineering, Human Resources, Mergers, Social Media, Residential Homes, Policy, Project Planning, Start-ups, Procurement, Credit, Marketing Strategy
Education
North Central College 1990 — 1995
BS Finance, Business
Yorkville High School 1986 — 1990
Chris Beaulieu, CFA Chris Beaulieu, CFA's UBS Experience 2004 - 2005
Job Assistant Vice President, Head of Fixed Income
Industry Investment Management
Experience
The Standard November 2014 - Present
Penn Mutual 2011 - June 2014
Penn Mutual 2007 - 2011
Penn Mutual 2006 - 2007
UBS 2004 - 2005
BankOne 2003 - 2004
Citadel Investments 2000 - 2003
Bank Boston 1997 - 2000
Skills
Fixed Income, Investments, Bonds, Asset Allocation, Portfolio Management, Trading, Equities, Risk Management, Hedge Funds, Structured Products, Capital Markets, Asset Management, Bloomberg, Alternative Investments
Education
Northeastern University 1991 — 1995
BS, Finance and International Business
The Standard November 2014 - Present
Penn Mutual 2011 - June 2014
Penn Mutual 2007 - 2011
Penn Mutual 2006 - 2007
UBS 2004 - 2005
BankOne 2003 - 2004
Citadel Investments 2000 - 2003
Bank Boston 1997 - 2000
Skills
Fixed Income, Investments, Bonds, Asset Allocation, Portfolio Management, Trading, Equities, Risk Management, Hedge Funds, Structured Products, Capital Markets, Asset Management, Bloomberg, Alternative Investments
Education
Northeastern University 1991 — 1995
BS, Finance and International Business
Wes Tate Wes Tate's UBS Experience July 2011 - Present
Job Managing Director Wealth Management
Industry Banking
Experience
UBS July 2011 - Present
Morgan Stanley Wealth Management July 2006 - July 2011
Skills
Wealth Management, Fixed Income, Equities, Portfolio Management, Investment Banking, Investments, Capital Markets, Derivatives, Asset Management, Securities, Banking, Mutual Funds, Alternative Investments, Hedge Funds, Asset Allocation, Risk Management, Investment Advisory, Series 63, Retirement Planning
Education
North Central College 1971 — 1975
Bachelor's of Science Degree, Psychology, History, Biology, High School Teaching Certificate
Northern Illinois University 1972 — 1973
Associate of Arts and Sciences (AAS), Biology, Science
UBS July 2011 - Present
Morgan Stanley Wealth Management July 2006 - July 2011
Skills
Wealth Management, Fixed Income, Equities, Portfolio Management, Investment Banking, Investments, Capital Markets, Derivatives, Asset Management, Securities, Banking, Mutual Funds, Alternative Investments, Hedge Funds, Asset Allocation, Risk Management, Investment Advisory, Series 63, Retirement Planning
Education
North Central College 1971 — 1975
Bachelor's of Science Degree, Psychology, History, Biology, High School Teaching Certificate
Northern Illinois University 1972 — 1973
Associate of Arts and Sciences (AAS), Biology, Science
Paul Valery Simo N Paul Valery Simo N's UBS Experience 2014 - 2014
Job Desktop Infrastructure Engineer at State Street
Industry Information Technology and Services
Experience
State Street November 2014 - Present
Fieldnation, FieldSolutions April 2014 - Present
Momenta Pharmaceuticals January 2014 - March 2014
UBS 2014 - 2014
UBS 2014 - 2014
UBS 2014 - 2014
Corporate IT Solutions October 2013 - December 2013
ETS LE PARTENAIRE October 2007 - December 2012
Skills
Cisco Technologies, Active Directory, Network Administration, VPN, Windows Server, Firewalls, VMware, Switches, DNS, Network Security, Routers, Servers, DHCP, CCNA, Virtualization, Cisco IOS, TCP/IP, WAN, CCNP, Technical Support
Education
North Shore Community College 2012 — 2014
Computer and Information Systems Security/Information Assurance
North Shore Community College 2012 — 2014
Information Technology
State Street November 2014 - Present
Fieldnation, FieldSolutions April 2014 - Present
Momenta Pharmaceuticals January 2014 - March 2014
UBS 2014 - 2014
UBS 2014 - 2014
UBS 2014 - 2014
Corporate IT Solutions October 2013 - December 2013
ETS LE PARTENAIRE October 2007 - December 2012
Skills
Cisco Technologies, Active Directory, Network Administration, VPN, Windows Server, Firewalls, VMware, Switches, DNS, Network Security, Routers, Servers, DHCP, CCNA, Virtualization, Cisco IOS, TCP/IP, WAN, CCNP, Technical Support
Education
North Shore Community College 2012 — 2014
Computer and Information Systems Security/Information Assurance
North Shore Community College 2012 — 2014
Information Technology
Susan Hutcheon Susan Hutcheon's UBS Experience October 2011 - Present
Job Account Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. October 2011 - Present
UBS October 2011 - Present
Merrill Lynch October 1997 - October 2011
Merrill Lynch October 1997 - October 2011
Skills
Series 7, Wealth Management, Series 63, Portfolio Management
Education
Northeastern University 1980 — 1985
Bachelor's Degree, Journalism
Winchester High School 1976 — 1980
High School
UBS Financial Services, Inc. October 2011 - Present
UBS October 2011 - Present
Merrill Lynch October 1997 - October 2011
Merrill Lynch October 1997 - October 2011
Skills
Series 7, Wealth Management, Series 63, Portfolio Management
Education
Northeastern University 1980 — 1985
Bachelor's Degree, Journalism
Winchester High School 1976 — 1980
High School
David Gerber David Gerber's UBS Experience January 2011 - May 2011
Job Staff Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2015 - Present
Helping Hands Tutors December 2008 - Present
CipherTechs November 2013 - July 2014
Millissime INC September 2012 - September 2013
Flavorpill February 2012 - October 2012
Arc Partners September 2011 - December 2011
UBS January 2011 - May 2011
Skills
Microsoft Office, Russian, Entrepreneurship, SPSS, Strategic Planning, Start-ups, Marketing Strategy, HTML, Financial Analysis, Microsoft Excel, Financial Modeling, Valuation, PowerPoint, Corporate Finance, Microsoft Word, Bloomberg, Investments, Equities, Investment Banking, Accounting, Data Analysis, Social Networking, Kabbalah, Personal Development, Gardening, Friendly Personality, Bloomberg Terminal, Market Research, Business Planning, QuickBooks, Financial Reporting, Budgets
Education
Pace University - Lubin School of Business 2012 — 2014
Master of Science (M.S.), Accounting, Master's
Polytechnic University 2008 — 2012
BS, Business Management
Leon M Goldstein HS for the Sciences 2004 — 2008
Marcum LLP January 2015 - Present
Helping Hands Tutors December 2008 - Present
CipherTechs November 2013 - July 2014
Millissime INC September 2012 - September 2013
Flavorpill February 2012 - October 2012
Arc Partners September 2011 - December 2011
UBS January 2011 - May 2011
Skills
Microsoft Office, Russian, Entrepreneurship, SPSS, Strategic Planning, Start-ups, Marketing Strategy, HTML, Financial Analysis, Microsoft Excel, Financial Modeling, Valuation, PowerPoint, Corporate Finance, Microsoft Word, Bloomberg, Investments, Equities, Investment Banking, Accounting, Data Analysis, Social Networking, Kabbalah, Personal Development, Gardening, Friendly Personality, Bloomberg Terminal, Market Research, Business Planning, QuickBooks, Financial Reporting, Budgets
Education
Pace University - Lubin School of Business 2012 — 2014
Master of Science (M.S.), Accounting, Master's
Polytechnic University 2008 — 2012
BS, Business Management
Leon M Goldstein HS for the Sciences 2004 — 2008
Russell Lee Russell Lee's UBS Experience January 1997 - January 2000
Job CoFounder Partner of Stage Point Capital
Industry Investment Banking
Experience
Stage Point Capital, LLC October 2013 - Present
Opvs Group July 2008 - Present
Renaissance Capital Partners January 2001 - Present
UBS January 1997 - January 2000
Legg Mason January 1995 - January 1997
Bear Stearns January 1991 - January 1995
Sherson Lehman Brothers 1990 - 1993
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Asset Management, Due Diligence, Corporate Finance, Finance, IPO, Loans, Credit, Real Estate, Capital
Education
Northeastern University 1980 — 1985
B.S. Finance, Finance, General
Stage Point Capital, LLC October 2013 - Present
Opvs Group July 2008 - Present
Renaissance Capital Partners January 2001 - Present
UBS January 1997 - January 2000
Legg Mason January 1995 - January 1997
Bear Stearns January 1991 - January 1995
Sherson Lehman Brothers 1990 - 1993
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Asset Management, Due Diligence, Corporate Finance, Finance, IPO, Loans, Credit, Real Estate, Capital
Education
Northeastern University 1980 — 1985
B.S. Finance, Finance, General
Jason Plawner Jason Plawner's UBS Experience May 2008 - August 2008
Job Equity Research Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2013 - Present
PwC September 2012 - April 2013
Deloitte January 2010 - April 2011
Babson Capital Management January 2009 - June 2009
UBS May 2008 - August 2008
Education
Northeastern University 2007 — 2012
Bachelors of Science Business Administration, Dual Concentration: Finance and Accounting
Goldman Sachs May 2013 - Present
PwC September 2012 - April 2013
Deloitte January 2010 - April 2011
Babson Capital Management January 2009 - June 2009
UBS May 2008 - August 2008
Education
Northeastern University 2007 — 2012
Bachelors of Science Business Administration, Dual Concentration: Finance and Accounting
Leo Markman Leo Markman's UBS Experience July 2010 - October 2012
Job Sr. Database Developer/Architect
Industry Computer Software
Experience
AIG September 2014 - Present
Barnes & Noble January 2014 - September 2014
PIMCO October 2012 - January 2014
UBS July 2010 - October 2012
MBIA February 2009 - July 2010
UBS July 2006 - February 2009
AllianceBernstein July 1999 - July 2006
Yale University October 1997 - July 1999
Oxford Health Plans June 1995 - October 1997
The Hartford Insurance Group June 1993 - June 1995
Skills
PL/SQL, Data Modeling, Database Design, Data Warehousing, ETL, SDLC, Oracle, Databases, Software Development, SQL, SOA, Data Migration, SQL Tuning, Microsoft SQL Server, Agile Methodologies
Education
New York University - Polytechnic School of Engineering
M.S., Computer Science
AIG September 2014 - Present
Barnes & Noble January 2014 - September 2014
PIMCO October 2012 - January 2014
UBS July 2010 - October 2012
MBIA February 2009 - July 2010
UBS July 2006 - February 2009
AllianceBernstein July 1999 - July 2006
Yale University October 1997 - July 1999
Oxford Health Plans June 1995 - October 1997
The Hartford Insurance Group June 1993 - June 1995
Skills
PL/SQL, Data Modeling, Database Design, Data Warehousing, ETL, SDLC, Oracle, Databases, Software Development, SQL, SOA, Data Migration, SQL Tuning, Microsoft SQL Server, Agile Methodologies
Education
New York University - Polytechnic School of Engineering
M.S., Computer Science
Noah Carville Noah Carville's UBS Experience January 2014 - June 2014
Job Employer Partnerships and Success at Northeastern University New Ventures
Industry Venture Capital & Private Equity
Experience
Northeastern University July 2015 - Present
Hercules Technology Growth Capital, Inc. January 2015 - June 2015
Northeastern University March 2014 - June 2015
Northeastern University July 2013 - August 2014
UBS January 2014 - June 2014
John Hancock Financial Services January 2013 - November 2013
Northeastern University Student Government Association July 2012 - June 2013
Office of State Senator Eileen Donoghue March 2012 - August 2012
Skills
Public Speaking, Policy Analysis, Management, Research, Leadership Development, Microsoft Office, Economics, Analysis, Microsoft Excel, Financial Analysis, Organizational..., PowerPoint, Leadership, Social Media, Politics, Government, Public Policy, Community Outreach
Education
Northeastern University 2011 — 2015
Bachelor of Science (B.S.) with Honors, Economics, 3.99
Tahanto Regional High School 2007 — 2011
Northeastern University July 2015 - Present
Hercules Technology Growth Capital, Inc. January 2015 - June 2015
Northeastern University March 2014 - June 2015
Northeastern University July 2013 - August 2014
UBS January 2014 - June 2014
John Hancock Financial Services January 2013 - November 2013
Northeastern University Student Government Association July 2012 - June 2013
Office of State Senator Eileen Donoghue March 2012 - August 2012
Skills
Public Speaking, Policy Analysis, Management, Research, Leadership Development, Microsoft Office, Economics, Analysis, Microsoft Excel, Financial Analysis, Organizational..., PowerPoint, Leadership, Social Media, Politics, Government, Public Policy, Community Outreach
Education
Northeastern University 2011 — 2015
Bachelor of Science (B.S.) with Honors, Economics, 3.99
Tahanto Regional High School 2007 — 2011
Jeanine Scorzelli Jeanine Scorzelli's UBS Experience January 2010 - August 2010
Job Math Immersion Teaching Fellow at NYC Teaching Fellows
Industry Primary/Secondary Education
Experience
NYC Teaching Fellows May 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. June 2013 - May 2015
VivaKi November 2012 - June 2013
VivaKi November 2010 - November 2012
UBS January 2010 - August 2010
Bank of America June 2008 - December 2009
Merrill Lynch July 2007 - December 2007
Merrill Lynch January 2006 - September 2006
John Hancock Life Insurance Company (U.S.A.) January 2005 - July 2005
Skills
Analytics, Data Analysis, Business Analysis, Process Improvement, Web Analytics, Digital Strategy, Digital Marketing, Online Advertising, Campaign Management, Ad Networks, Behavioral Targeting, Salesforce.com, Display Advertising, DoubleClick
Education
Relay Graduate School of Education 2015 — 2017
Master’s Degree
Northeastern University 2003 — 2008
BS, Finance & Management Information Systems, Magna Cum Laude
NYC Teaching Fellows May 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. June 2013 - May 2015
VivaKi November 2012 - June 2013
VivaKi November 2010 - November 2012
UBS January 2010 - August 2010
Bank of America June 2008 - December 2009
Merrill Lynch July 2007 - December 2007
Merrill Lynch January 2006 - September 2006
John Hancock Life Insurance Company (U.S.A.) January 2005 - July 2005
Skills
Analytics, Data Analysis, Business Analysis, Process Improvement, Web Analytics, Digital Strategy, Digital Marketing, Online Advertising, Campaign Management, Ad Networks, Behavioral Targeting, Salesforce.com, Display Advertising, DoubleClick
Education
Relay Graduate School of Education 2015 — 2017
Master’s Degree
Northeastern University 2003 — 2008
BS, Finance & Management Information Systems, Magna Cum Laude
Kevin Quast Kevin Quast's UBS Experience March 2000 - Present
Job Senior Sales Executive
Industry Financial Services
Experience
UBS March 2000 - Present
Skills
DTC, Options, Fixed Income, Bonds, Securities, Options Strategies, Series 7, Proprietary Trading, Commodity, Electronic Trading, Equities, Trading Systems, Hedging, Derivatives, FINRA, Trading Strategies, Equity Trading, Equity Derivatives
Education
Northeastern Illinois University
Bachelor of Liberal Arts (BA)
UBS March 2000 - Present
Skills
DTC, Options, Fixed Income, Bonds, Securities, Options Strategies, Series 7, Proprietary Trading, Commodity, Electronic Trading, Equities, Trading Systems, Hedging, Derivatives, FINRA, Trading Strategies, Equity Trading, Equity Derivatives
Education
Northeastern Illinois University
Bachelor of Liberal Arts (BA)
R.J. Becker R.J. Becker's UBS Experience July 2007 - Present
Job Operational Risk Manager
Industry Financial Services
Experience
UBS July 2007 - Present
IBM June 2000 - July 2007
Nortel Networks 1998 - 1999
Skills
Financial Analysis, Financial Planning, Offshore Management, IT Outsourcing, Access, Excel, Essbase, SAP, SQL, International Business, Process Improvement, Proactivity, Multicultural Team..., Internal Audit, CMA, CFM, Creative Problem Solving, Collaborative Problem..., Process Mapping, Priority Management, Executive Reporting, Microsoft Excel, Strategic Financial..., Financial Reporting, Outsourcing, Business Process Mapping, Risk Management, Management, Business Analysis, Analysis, Finance
Education
North Carolina State University - College of Management 1999 — 2000
Master's, Accounting
North Carolina State University - College of Management 1995 — 1999
Bachelor's, Double major in Business Management-Finance and Accounting
UBS July 2007 - Present
IBM June 2000 - July 2007
Nortel Networks 1998 - 1999
Skills
Financial Analysis, Financial Planning, Offshore Management, IT Outsourcing, Access, Excel, Essbase, SAP, SQL, International Business, Process Improvement, Proactivity, Multicultural Team..., Internal Audit, CMA, CFM, Creative Problem Solving, Collaborative Problem..., Process Mapping, Priority Management, Executive Reporting, Microsoft Excel, Strategic Financial..., Financial Reporting, Outsourcing, Business Process Mapping, Risk Management, Management, Business Analysis, Analysis, Finance
Education
North Carolina State University - College of Management 1999 — 2000
Master's, Accounting
North Carolina State University - College of Management 1995 — 1999
Bachelor's, Double major in Business Management-Finance and Accounting
Robert S. Bindiger Robert S. Bindiger's UBS Experience 1993 - 2000
Job Director of Application Development at Standard & Poor's
Industry Information Technology and Services
Experience
Standard & Poor's Capital IQ/McGraw-Hill Financial May 2003 - Present
JPMorgan Chase 2000 - 2002
UBS 1993 - 2000
Dow Jones Telerate 1992 - 1993
First Boston 1987 - 1992
Morgan Stanley 1986 - 1987
AM Varityper 1983 - 1986
Skills
Unix Shell Scripting, Java software..., Oracle SQL, Web Services, Solaris, XML, Web Applications, Linux, JavaScript, HTML, Trading Systems, Sybase, Low Latency, Market Data, Product Management, Consulting
Education
Polytechnic University 1983 — 1985
Masters-Level Course Study, Computer Science
Queens College 1978 — 1982
BS, Computer Science
Standard & Poor's Capital IQ/McGraw-Hill Financial May 2003 - Present
JPMorgan Chase 2000 - 2002
UBS 1993 - 2000
Dow Jones Telerate 1992 - 1993
First Boston 1987 - 1992
Morgan Stanley 1986 - 1987
AM Varityper 1983 - 1986
Skills
Unix Shell Scripting, Java software..., Oracle SQL, Web Services, Solaris, XML, Web Applications, Linux, JavaScript, HTML, Trading Systems, Sybase, Low Latency, Market Data, Product Management, Consulting
Education
Polytechnic University 1983 — 1985
Masters-Level Course Study, Computer Science
Queens College 1978 — 1982
BS, Computer Science
Christina Pellino's UBS Experience June 2014 - August 2014
Job JD Candidate at Seton Hall University School of Law
Industry Law Practice
Experience
KPMG June 2015 - Present
UBS June 2014 - August 2014
Cetrulo LLP July 2012 - May 2013
Holland & Knight LLP May 2011 - September 2011
Holland & Knight LLP April 2010 - April 2011
Law Offices of David M. Gabriel & Associates May 2009 - September 2009
Skills
Legal Research, Legal Writing, Courts, Legal Documents, Family Law, Estate Planning, Wills, Motions, Research, Westlaw, Lexis, Legal Assistance, Litigation, Estate Administration, Filing, Access, Civil Litigation
Education
Seton Hall University School of Law 2013 — 2016
Juris Doctor (J.D.)
Northeastern University
Bachelor of Arts Degree, English and Business Administration
Seton Hall University School of Law
KPMG June 2015 - Present
UBS June 2014 - August 2014
Cetrulo LLP July 2012 - May 2013
Holland & Knight LLP May 2011 - September 2011
Holland & Knight LLP April 2010 - April 2011
Law Offices of David M. Gabriel & Associates May 2009 - September 2009
Skills
Legal Research, Legal Writing, Courts, Legal Documents, Family Law, Estate Planning, Wills, Motions, Research, Westlaw, Lexis, Legal Assistance, Litigation, Estate Administration, Filing, Access, Civil Litigation
Education
Seton Hall University School of Law 2013 — 2016
Juris Doctor (J.D.)
Northeastern University
Bachelor of Arts Degree, English and Business Administration
Seton Hall University School of Law
Rosalind Lenoir-Zachary Rosalind Lenoir-Zachary's UBS Experience November 2000 - June 2011
Job Delivery Specialist at Aon Hewitt
Industry Financial Services
Experience
Aon June 2013 - Present
Charlotte Works February 2013 - Present
UBS November 2000 - June 2011
J C Bradford/Paine Webber/UBS June 1995 - November 2000
UNC Charlotte 1993 - 1994
Celanese November 1990 - November 1992
Charlotte Housing Authority April 1987 - April 1989
Duke Energy Corporation 1982 - 1986
Skills
Team Building, Leadership, Project Planning, Public Speaking, Outlook, Microsoft Word, Time Management, PowerPoint, Event Planning, Software Documentation, Management, Securities, Access, Microsoft Excel, Customer Service, English, Social Media, Troubleshooting, Fundraising, Process Scheduler, Inventory Management, Data Entry, Training, Visio, Employee Relations, Financial Services, Scheduling, Mystery Shopping, Mail Handling, Switchboard, Phone Coverage, Expense Reports, General Correspondence, Superuser, MS Lync 2010, Lotus Notes, Retail, Evaluation, Mentoring, Research, CRM, Caretaking, Technical, Pershing Netx360, Document Imaging, Windows 7, Transfer of Assets, Goldmine, IBM Content Manager
Education
UNC Charlotte Extended Academic Program 2013 — 2014
Human Resources
UNCC 1992 — 1994
Technical Writing
Urban League of Central Carolinas 1987 — 1987
Office Automation
North Carolina Central University 1976 — 1981
BA, Marketing
Our Lady of Consolation
Aon June 2013 - Present
Charlotte Works February 2013 - Present
UBS November 2000 - June 2011
J C Bradford/Paine Webber/UBS June 1995 - November 2000
UNC Charlotte 1993 - 1994
Celanese November 1990 - November 1992
Charlotte Housing Authority April 1987 - April 1989
Duke Energy Corporation 1982 - 1986
Skills
Team Building, Leadership, Project Planning, Public Speaking, Outlook, Microsoft Word, Time Management, PowerPoint, Event Planning, Software Documentation, Management, Securities, Access, Microsoft Excel, Customer Service, English, Social Media, Troubleshooting, Fundraising, Process Scheduler, Inventory Management, Data Entry, Training, Visio, Employee Relations, Financial Services, Scheduling, Mystery Shopping, Mail Handling, Switchboard, Phone Coverage, Expense Reports, General Correspondence, Superuser, MS Lync 2010, Lotus Notes, Retail, Evaluation, Mentoring, Research, CRM, Caretaking, Technical, Pershing Netx360, Document Imaging, Windows 7, Transfer of Assets, Goldmine, IBM Content Manager
Education
UNC Charlotte Extended Academic Program 2013 — 2014
Human Resources
UNCC 1992 — 1994
Technical Writing
Urban League of Central Carolinas 1987 — 1987
Office Automation
North Carolina Central University 1976 — 1981
BA, Marketing
Our Lady of Consolation
Jay O'Shaughnessy, QPFC®, CMFC®, AIF® Jay O'Shaughnessy, QPFC®, CMFC®, AIF®'s UBS Experience 2000 - 2001
Job Senior Investment Consultant Mercer Investments
Industry Financial Services
Experience
Mercer Investments April 2012 - Present
New York Life Investment Management 2009 - 2012
New York Life Retirement Plan Services 2001 - 2009
UBS 2000 - 2001
Los Angeles Dodgers 1995 - 1999
Skills
Investments, Retirement, Series 7, 401k, New Business Development, Mutual Funds, Asset Allocation, Uniform Combined State..., Investment Management, Pensions, Strategic Financial..., Morningstar, Defined Contribution, Finance, FINRA, Financial Analysis, Financial Advisory
Education
Northeastern University 1992 — 1997
American Society of Pension Professionals & Actuaries
Qualified Plan Financial Consultant (QPFC®)
The College of Financial Planning
Chartered Mutual Fund Counselor (CMFC®)
Mercer Investments April 2012 - Present
New York Life Investment Management 2009 - 2012
New York Life Retirement Plan Services 2001 - 2009
UBS 2000 - 2001
Los Angeles Dodgers 1995 - 1999
Skills
Investments, Retirement, Series 7, 401k, New Business Development, Mutual Funds, Asset Allocation, Uniform Combined State..., Investment Management, Pensions, Strategic Financial..., Morningstar, Defined Contribution, Finance, FINRA, Financial Analysis, Financial Advisory
Education
Northeastern University 1992 — 1997
American Society of Pension Professionals & Actuaries
Qualified Plan Financial Consultant (QPFC®)
The College of Financial Planning
Chartered Mutual Fund Counselor (CMFC®)
Jenny Wu's UBS Experience 2010 - 2011
Job Graduate Student at Northeastern University
Industry Computer Software
Experience
Kerburn Rose 2012 - 2012
UBS 2010 - 2011
Goldman Sachs June 2010 - August 2010
Goldman Sachs February 2010 - May 2010
Baruch College February 2009 - October 2009
University at Buffalo November 2008 - January 2009
University at Buffalo 2008 - 2008
Industrial and Commercial Bank of China 2008 - 2008
Skills
Python, C, Web Development, Valuation, Private Equity, Bloomberg, Investment Banking, Financial Modeling, Microsoft Excel, PowerPoint, Corporate Finance, Derivatives, Bloomberg Terminal, Cash Flow Forecasting, Microsoft Word, DCF Valuation, Entrepreneurship, Mandarin, Financial Services, Financial Forecasting, VBA, Hedge Funds, Chinese, LBO
Education
Northeastern University 2015 — 2017
Master’s Degree, Computer Science
Baruch College - Zicklin School of Business 2013 — 2014
Master's degree, Accounting
Baruch College - Zicklin School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Major: Accounting; Minor: Economics, Computer Applications in Business
University at Buffalo 2008 — 2008
Accounting
Kerburn Rose 2012 - 2012
UBS 2010 - 2011
Goldman Sachs June 2010 - August 2010
Goldman Sachs February 2010 - May 2010
Baruch College February 2009 - October 2009
University at Buffalo November 2008 - January 2009
University at Buffalo 2008 - 2008
Industrial and Commercial Bank of China 2008 - 2008
Skills
Python, C, Web Development, Valuation, Private Equity, Bloomberg, Investment Banking, Financial Modeling, Microsoft Excel, PowerPoint, Corporate Finance, Derivatives, Bloomberg Terminal, Cash Flow Forecasting, Microsoft Word, DCF Valuation, Entrepreneurship, Mandarin, Financial Services, Financial Forecasting, VBA, Hedge Funds, Chinese, LBO
Education
Northeastern University 2015 — 2017
Master’s Degree, Computer Science
Baruch College - Zicklin School of Business 2013 — 2014
Master's degree, Accounting
Baruch College - Zicklin School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Major: Accounting; Minor: Economics, Computer Applications in Business
University at Buffalo 2008 — 2008
Accounting
Daphne Yang's UBS Experience 2013 - 2013
Job Vendor Management Analyst at Green Dot Corporation
Industry Financial Services
Experience
Green Dot Corporation October 2014 - Present
UBS 2013 - 2013
IBM January 2012 - July 2012
247 Fashion Store June 2011 - August 2011
West Main Dental June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Time Management, Finance, Tax, SharePoint, PowerPoint, Auditing, Training, Data Analysis, Corporate Finance, Microsoft Office, Access, Marketing, Financial Analysis, Analysis, Risk Management, Accounting, Leadership, Economics, HTML, JavaScript, WordPress
Education
University of London 2014 — 2014
Northeastern University 2010 — 2014
Bachelor of Science, Finance Marketing
San Marino High School 2006 — 2010
High School Diploma
UCL
Green Dot Corporation October 2014 - Present
UBS 2013 - 2013
IBM January 2012 - July 2012
247 Fashion Store June 2011 - August 2011
West Main Dental June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Time Management, Finance, Tax, SharePoint, PowerPoint, Auditing, Training, Data Analysis, Corporate Finance, Microsoft Office, Access, Marketing, Financial Analysis, Analysis, Risk Management, Accounting, Leadership, Economics, HTML, JavaScript, WordPress
Education
University of London 2014 — 2014
Northeastern University 2010 — 2014
Bachelor of Science, Finance Marketing
San Marino High School 2006 — 2010
High School Diploma
UCL
Neil Sherman's UBS Experience September 2004 - May 2007
Job Systems Engineer at Squarespace
Industry E-Learning
Mark Zawadzki's UBS Experience March 2014 - Present
Job Executive Director Finance Risk & Control at UBS
Industry Investment Banking
Experience
UBS March 2014 - Present
UBS Investment Bank April 2008 - Present
UBS Investment Bank June 2004 - March 2008
General Electric November 2002 - June 2004
General Electric March 2000 - November 2002
United Technologies September 1998 - March 2000
Skills
Six Sigma, Investment Banking, Finance, Risk Management, Cross-functional Team..., Management, Financial Analysis, Business Analysis, Program Management, Business Development, Leadership, Financial Modeling, Project Management, Fixed Income, Strategy
Education
The University of Connecticut School of Business 1997 — 1999
MBA
Northeastern University 1988 — 1993
BS
UBS March 2014 - Present
UBS Investment Bank April 2008 - Present
UBS Investment Bank June 2004 - March 2008
General Electric November 2002 - June 2004
General Electric March 2000 - November 2002
United Technologies September 1998 - March 2000
Skills
Six Sigma, Investment Banking, Finance, Risk Management, Cross-functional Team..., Management, Financial Analysis, Business Analysis, Program Management, Business Development, Leadership, Financial Modeling, Project Management, Fixed Income, Strategy
Education
The University of Connecticut School of Business 1997 — 1999
MBA
Northeastern University 1988 — 1993
BS
Sev Dauti, CFP®'s UBS Experience August 2010 - Present
Job
Industry Financial Services
Experience
UBS August 2010 - Present
Morgan Stanley March 2001 - August 2010
Education
Northeastern University
Pace University-Lubin School of Business for CFP
Completed Certified Financial Planning Requirements
UBS August 2010 - Present
Morgan Stanley March 2001 - August 2010
Education
Northeastern University
Pace University-Lubin School of Business for CFP
Completed Certified Financial Planning Requirements
Heather Hauck's UBS Experience September 1999 - August 2000
Job Asst. Director, Assoc. Cooperative Education Faculty Finance Team Leader
Industry Higher Education
Experience
Northeastern University August 2008 - Present
Wellington Management August 2007 - August 2008
Northeastern University January 2006 - August 2008
Northeastern University August 2002 - January 2006
UBS September 1999 - August 2000
Education
Northeastern University
BSBA, MS Finance
University of Colorado Boulder
Northeastern University August 2008 - Present
Wellington Management August 2007 - August 2008
Northeastern University January 2006 - August 2008
Northeastern University August 2002 - January 2006
UBS September 1999 - August 2000
Education
Northeastern University
BSBA, MS Finance
University of Colorado Boulder
Joe Madura's UBS Experience 1997 - 2001
Job Project Manager at Nothern Trust
Industry Banking
Experience
Northern Trust April 2008 - Present
JPMorgan Chase & Co. 2001 - 2008
JPMorgan Chase & Co. 2001 - 2008
UBS 1997 - 2001
Cambridge Technology Partners 1997 - 2001
Skills
SDLC, Software Project..., IT Strategy, Business Analysis, Requirements Analysis, Process Improvement, Program Management, Requirements Gathering, Vendor Management, PMO, Business Process..., PMP, Risk Management, Project Management
Education
DGS
North Central College
Northern Trust April 2008 - Present
JPMorgan Chase & Co. 2001 - 2008
JPMorgan Chase & Co. 2001 - 2008
UBS 1997 - 2001
Cambridge Technology Partners 1997 - 2001
Skills
SDLC, Software Project..., IT Strategy, Business Analysis, Requirements Analysis, Process Improvement, Program Management, Requirements Gathering, Vendor Management, PMO, Business Process..., PMP, Risk Management, Project Management
Education
DGS
North Central College
Barry Coates's UBS Experience September 2007 - March 2011
Job Director, Operational Excellence at Manheim
Industry Automotive
Experience
Manheim October 2013 - Present
Slalom Consulting February 2012 - October 2013
The North Highland Company March 2011 - February 2012
UBS September 2007 - March 2011
Deloitte Consulting September 2004 - September 2007
TRX January 2001 - September 2004
Arthur Andersen Business Consulting 1993 - 2000
Skills
Management Consulting, Business Process..., Change Management, Business Analysis, Business Transformation, Process Improvement, Program Management, Business Process, Acquisition Integration, IT Strategy, Leadership, PMO, Business Process..., Strategy
Education
University of Georgia - Terry College of Business 1992 — 1993
MACC, Accounting - Tax and IS
North Carolina State University
Manheim October 2013 - Present
Slalom Consulting February 2012 - October 2013
The North Highland Company March 2011 - February 2012
UBS September 2007 - March 2011
Deloitte Consulting September 2004 - September 2007
TRX January 2001 - September 2004
Arthur Andersen Business Consulting 1993 - 2000
Skills
Management Consulting, Business Process..., Change Management, Business Analysis, Business Transformation, Process Improvement, Program Management, Business Process, Acquisition Integration, IT Strategy, Leadership, PMO, Business Process..., Strategy
Education
University of Georgia - Terry College of Business 1992 — 1993
MACC, Accounting - Tax and IS
North Carolina State University
Kelvin Shek's UBS Experience April 2004 - January 2009
Job Senior Applications Developer at Citi
Industry Financial Services
Experience
Citi September 2011 - Present
Correlix October 2009 - September 2011
UBS April 2004 - January 2009
UBS Investment Bank 2004 - January 2009
RTTS 2004 - 2005
Skills
Java Enterprise Edition, JSP, Design Patterns, HTML, AJAX, Requirements Analysis, JavaScript, Java
Education
New York University - Polytechnic School of Engineering 1999 — 2003
BS, Computer Science
Citi September 2011 - Present
Correlix October 2009 - September 2011
UBS April 2004 - January 2009
UBS Investment Bank 2004 - January 2009
RTTS 2004 - 2005
Skills
Java Enterprise Edition, JSP, Design Patterns, HTML, AJAX, Requirements Analysis, JavaScript, Java
Education
New York University - Polytechnic School of Engineering 1999 — 2003
BS, Computer Science
Patrick Halloran, LUTCF's UBS Experience December 2000 - February 2002
Job Board Member Representative of Irish Networking Phoenix at ICLF (Irish Cultural Learning Foundation
Industry Insurance
Experience
Halloran Insurance Agency January 2008 - Present
ICLF (Irish Cultural Learning Foundation September 2012 - March 2013
Irish Networking Phoenix March 2011 - March 2013
Wilde Wealth Managment January 2009 - December 2009
Country Insurance & Financial Services March 2003 - January 2008
UBS December 2000 - February 2002
Wells Fargo 2002 - 2002
Vector Marketing April 1994 - July 1996
copper rivet June 1993 - January 1994
Skills
Fixed Annuities, Insurance, Retirement Planning, Disability Insurance, Life Insurance, Long-term Care, Property & Casualty..., Health Insurance
Education
Northern Arizona University 1996 — 2000
B.S.B.A. Business Administration, Marketing w/3 Certs & 4/Designations
Horizon High School 1989 — 1993
General, General
Halloran Insurance Agency January 2008 - Present
ICLF (Irish Cultural Learning Foundation September 2012 - March 2013
Irish Networking Phoenix March 2011 - March 2013
Wilde Wealth Managment January 2009 - December 2009
Country Insurance & Financial Services March 2003 - January 2008
UBS December 2000 - February 2002
Wells Fargo 2002 - 2002
Vector Marketing April 1994 - July 1996
copper rivet June 1993 - January 1994
Skills
Fixed Annuities, Insurance, Retirement Planning, Disability Insurance, Life Insurance, Long-term Care, Property & Casualty..., Health Insurance
Education
Northern Arizona University 1996 — 2000
B.S.B.A. Business Administration, Marketing w/3 Certs & 4/Designations
Horizon High School 1989 — 1993
General, General
Roni Kotel's UBS Experience 2012 - 2012
Job Vice President at Natixis Real Estate Capital
Industry Real Estate
Experience
Natixis Real Estate Capital February 2015 - Present
Stroock & Stroock & Lavan LLP January 2012 - February 2015
UBS 2012 - 2012
Deloitte & Touche LLP September 2006 - August 2008
Education
New York University School of Law 2008 — 2011
JD
University at Albany, SUNY 2004 — 2006
New York University - Leonard N. Stern School of Business
Natixis Real Estate Capital February 2015 - Present
Stroock & Stroock & Lavan LLP January 2012 - February 2015
UBS 2012 - 2012
Deloitte & Touche LLP September 2006 - August 2008
Education
New York University School of Law 2008 — 2011
JD
University at Albany, SUNY 2004 — 2006
New York University - Leonard N. Stern School of Business
Kristina Matthews's UBS Experience 1988 - 1992
Job Managing Partner at Rising Tide Fund Advisors LLC
Industry Venture Capital & Private Equity
Experience
Rising Tide Fund Advisors LLC June 2012 - Present
PineBridge Investments November 2006 - June 2012
Merrill Lynch March 2000 - November 2006
BNP 1992 - 2000
Nationsbanc-CRT 1996 - 1998
UBS 1988 - 1992
Skills
Alternative Investments, Private Equity, Hedge Funds, Emerging Markets, Asset Managment, Investments, Fund Of Funds, Venture Capital, Equities, Valuation, Portfolio Management, Investment Banking, Due Diligence, Capital Markets, Sales Management, International Sales, Fundraising, Consulting, Training, Marketing Strategy, Product Marketing, Asset Management, Mutual Funds, Investor Relations, Derivatives, Investment Strategies, Bloomberg, Bonds, Asset Allocation, Financial Advisory, Investment Management, Corporate Development, Series 7, Mergers & Acquisitions, Financial Structuring, Private Placements, Financial Modeling, LBO, Equity Research, Leveraged Finance, Structured Finance, Securities, Institutional..., High Yield, Corporate Finance, Growth Capital, Financial Markets, Funding, Equity Valuation, Structured Products
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
Master of Business Administration (MBA), Economics, International Business, Finance
Northeastern University 1980 — 1984
B.S.B.A, Finance and International Business
Lundsberg 1973 — 1978
Rising Tide Fund Advisors LLC June 2012 - Present
PineBridge Investments November 2006 - June 2012
Merrill Lynch March 2000 - November 2006
BNP 1992 - 2000
Nationsbanc-CRT 1996 - 1998
UBS 1988 - 1992
Skills
Alternative Investments, Private Equity, Hedge Funds, Emerging Markets, Asset Managment, Investments, Fund Of Funds, Venture Capital, Equities, Valuation, Portfolio Management, Investment Banking, Due Diligence, Capital Markets, Sales Management, International Sales, Fundraising, Consulting, Training, Marketing Strategy, Product Marketing, Asset Management, Mutual Funds, Investor Relations, Derivatives, Investment Strategies, Bloomberg, Bonds, Asset Allocation, Financial Advisory, Investment Management, Corporate Development, Series 7, Mergers & Acquisitions, Financial Structuring, Private Placements, Financial Modeling, LBO, Equity Research, Leveraged Finance, Structured Finance, Securities, Institutional..., High Yield, Corporate Finance, Growth Capital, Financial Markets, Funding, Equity Valuation, Structured Products
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
Master of Business Administration (MBA), Economics, International Business, Finance
Northeastern University 1980 — 1984
B.S.B.A, Finance and International Business
Lundsberg 1973 — 1978
Gary Ecklund's UBS Experience February 2002 - July 2005
Job Vice President, Sr. Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2005 - Present
Barrington Breakfast Rotary 2010 - 2011
UBS February 2002 - July 2005
Cardinal Healthcare January 1999 - August 2001
Allegiance Healthcare January 1996 - January 1999
Pharmaseal January 1991 - July 1993
Baxter Healthcare 1991 - 1993
USAF August 1970 - May 1974
Skills
Investments, Financial Modeling, Financial Analysis, Strategic Financial..., Portfolio Management, Budgets, Cross-functional Team..., Finance, Forecasting, Management, Risk Management, Valuation, Wealth Management, Mergers & Acquisitions, Managerial Finance, Financial Planning, Strategic Planning, Process Improvement
Education
The University of Chicago Booth School of Business 1977 — 1979
MBA, Finance
The University of Chicago 1976 — 1979
MBA, Finance
Northern Illinois University 1974 — 1976
BS, Accounting & Finance
University of Wisconsin-Oshkosh 1967 — 1968
Maine West 1963 — 1967
Merrill Lynch July 2005 - Present
Barrington Breakfast Rotary 2010 - 2011
UBS February 2002 - July 2005
Cardinal Healthcare January 1999 - August 2001
Allegiance Healthcare January 1996 - January 1999
Pharmaseal January 1991 - July 1993
Baxter Healthcare 1991 - 1993
USAF August 1970 - May 1974
Skills
Investments, Financial Modeling, Financial Analysis, Strategic Financial..., Portfolio Management, Budgets, Cross-functional Team..., Finance, Forecasting, Management, Risk Management, Valuation, Wealth Management, Mergers & Acquisitions, Managerial Finance, Financial Planning, Strategic Planning, Process Improvement
Education
The University of Chicago Booth School of Business 1977 — 1979
MBA, Finance
The University of Chicago 1976 — 1979
MBA, Finance
Northern Illinois University 1974 — 1976
BS, Accounting & Finance
University of Wisconsin-Oshkosh 1967 — 1968
Maine West 1963 — 1967
Joseph K. Jayne's UBS Experience January 2001 - January 2004
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2009 - Present
Bank of America 2004 - 2009
UBS January 2001 - January 2004
Education
Northeastern University 1989 — 1992
Bachelor of Arts (B.A.), Economics
Ameriprise Financial March 2009 - Present
Bank of America 2004 - 2009
UBS January 2001 - January 2004
Education
Northeastern University 1989 — 1992
Bachelor of Arts (B.A.), Economics
Thai-Kang Kyon's UBS Experience June 2004 - August 2007
Job Senior Manager, Enterprise Support at Medidata Solutions
Industry Information Technology and Services
Experience
Medidata Solutions January 2014 - Present
Medidata Solutions September 2012 - January 2014
Medidata Solutions February 2012 - October 2012
Medidata Solutions August 2007 - February 2012
UBS June 2004 - August 2007
UBS Investment Bank 2004 - 2007
Globix Corporation July 2000 - June 2004
Ericsson February 1999 - July 2000
Skills
Firewalls, Security, Cisco, DNS, Juniper, Network Security, Perl, Linux, EIGRP, VPN, Troubleshooting, BGP, Checkpoint, Cisco Technologies, IT Service Management, Project Management, Integration, Data Center, Information Technology, VMware, TCP/IP
Education
Grover Cleveland High School 1996 — 2000
High School
Polytechnic University 1996 — 2000
Bachelor of Science, Computer Science
Medidata Solutions January 2014 - Present
Medidata Solutions September 2012 - January 2014
Medidata Solutions February 2012 - October 2012
Medidata Solutions August 2007 - February 2012
UBS June 2004 - August 2007
UBS Investment Bank 2004 - 2007
Globix Corporation July 2000 - June 2004
Ericsson February 1999 - July 2000
Skills
Firewalls, Security, Cisco, DNS, Juniper, Network Security, Perl, Linux, EIGRP, VPN, Troubleshooting, BGP, Checkpoint, Cisco Technologies, IT Service Management, Project Management, Integration, Data Center, Information Technology, VMware, TCP/IP
Education
Grover Cleveland High School 1996 — 2000
High School
Polytechnic University 1996 — 2000
Bachelor of Science, Computer Science
Joslyn Reyes's UBS Experience Global Billing AnalystUBS Investment Bank2005 - Present
Job Global Billing Analyst at UBS
Industry Financial Services
Experience
UBS Global Billing AnalystUBS Investment Bank2005 - Present
Perot Systems 1997 - 2004
Perot Systems - UBS 1997 - 2004
Education
Northeastern Illinois University 1990 — 1996
UBS Global Billing AnalystUBS Investment Bank2005 - Present
Perot Systems 1997 - 2004
Perot Systems - UBS 1997 - 2004
Education
Northeastern Illinois University 1990 — 1996
Jackson Ma's UBS Experience January 2012 - Present
Job Operations Manager at UBS
Industry Information Technology and Services
Experience
UBS January 2012 - Present
UBS June 2010 - January 2012
UBS July 2007 - June 2010
Brooklyn Public Library June 2005 - June 2007
Skills
Process Improvement, Change Management, Infrastructure, Business Analysis, Vendor Management, Project Management, Active Directory, SQL, Program Management, Visual Basic, Tableau, IT Strategy, Enterprise Architecture, ITIL, IT Service Management
Education
New York University - Polytechnic School of Engineering 2003 — 2007
Bachelor of Science, Computer Engineer
UBS January 2012 - Present
UBS June 2010 - January 2012
UBS July 2007 - June 2010
Brooklyn Public Library June 2005 - June 2007
Skills
Process Improvement, Change Management, Infrastructure, Business Analysis, Vendor Management, Project Management, Active Directory, SQL, Program Management, Visual Basic, Tableau, IT Strategy, Enterprise Architecture, ITIL, IT Service Management
Education
New York University - Polytechnic School of Engineering 2003 — 2007
Bachelor of Science, Computer Engineer
Dan Kaytsner's UBS Experience May 2006 - August 2006
Job Trading Administrator at Heitman
Industry Banking
Experience
Heitman April 2014 - Present
Northern Trust July 2008 - April 2014
Hewitt Associates July 2007 - April 2008
Portfolio Solutions Group October 2006 - June 2007
UBS May 2006 - August 2006
Skills
Equities, Financial Analysis, Portfolio Management, Fixed Income, Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Risk Management, Cash Management, Valuation, Finance, Credit Risk, Due Diligence, Equity Research, Financial Reporting, Securities, Mutual Funds, Alternative Investments, Asset Allocation, Investment Management, Account Reconciliation, Financial Markets, Financial Risk, Treasury Management, Bonds, Banking, Private Equity, Corporate Finance, Funding, Fund Accounting, Bloomberg Terminal, Corporate Actions, Settlement, Securities Lending, Trading Systems, SWIFT payments, Foreign Exchange
Education
Northern Illinois University 2002 — 2006
Finance
Northern Illinois University - College of Business 2002 — 2006
Finance
Heitman April 2014 - Present
Northern Trust July 2008 - April 2014
Hewitt Associates July 2007 - April 2008
Portfolio Solutions Group October 2006 - June 2007
UBS May 2006 - August 2006
Skills
Equities, Financial Analysis, Portfolio Management, Fixed Income, Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Risk Management, Cash Management, Valuation, Finance, Credit Risk, Due Diligence, Equity Research, Financial Reporting, Securities, Mutual Funds, Alternative Investments, Asset Allocation, Investment Management, Account Reconciliation, Financial Markets, Financial Risk, Treasury Management, Bonds, Banking, Private Equity, Corporate Finance, Funding, Fund Accounting, Bloomberg Terminal, Corporate Actions, Settlement, Securities Lending, Trading Systems, SWIFT payments, Foreign Exchange
Education
Northern Illinois University 2002 — 2006
Finance
Northern Illinois University - College of Business 2002 — 2006
Finance
Stephan Schulz's UBS Experience May 2006 - June 2006
Job Equity Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
Merrill Lynch June 2008 - November 2014
Merrill Lynch January 2007 - July 2008
T. Anthony Bradford June 2006 - January 2007
UBS May 2006 - June 2006
Merrill Lynch July 2005 - September 2005
Deutsche Bank August 2003 - January 2005
Skills
Fixed Income, Accounting, Financial Services, Management, Banking, Auditing, Risk Management, Finance, Financial Analysis, Asset Management, Loans, Financial Modeling, Alternative Investments, Series 7, Securities, Valuation, Investments, Equities, Mutual Funds, Wealth Management, Due Diligence, Uniform Combined State..., Portfolio Management, Asset Allocation, Series 63, Bonds, Series 24, Derivatives, Bloomberg, FINRA, Trading, Investment Banking, Options
Education
Saint Peter's University 2000 — 2001
MBA, International Business, 3.8
Northeastern University 1987 — 1992
Bachelor of Arts (B.A.), History
Merrill Lynch November 2014 - Present
Merrill Lynch June 2008 - November 2014
Merrill Lynch January 2007 - July 2008
T. Anthony Bradford June 2006 - January 2007
UBS May 2006 - June 2006
Merrill Lynch July 2005 - September 2005
Deutsche Bank August 2003 - January 2005
Skills
Fixed Income, Accounting, Financial Services, Management, Banking, Auditing, Risk Management, Finance, Financial Analysis, Asset Management, Loans, Financial Modeling, Alternative Investments, Series 7, Securities, Valuation, Investments, Equities, Mutual Funds, Wealth Management, Due Diligence, Uniform Combined State..., Portfolio Management, Asset Allocation, Series 63, Bonds, Series 24, Derivatives, Bloomberg, FINRA, Trading, Investment Banking, Options
Education
Saint Peter's University 2000 — 2001
MBA, International Business, 3.8
Northeastern University 1987 — 1992
Bachelor of Arts (B.A.), History
Srinivasa Desiraju's UBS Experience February 2008 - February 2011
Job Senior Architect at Wipro
Industry Computer Software
Experience
Wipro June 2013 - Present
Barclays Capital January 2011 - May 2013
UBS February 2008 - February 2011
Wachovia Securities January 2006 - January 2008
Wachovia Securities September 2005 - February 2007
Wachovia Securities 2006 - 2007
AT&T June 2005 - September 2005
ACS , a Xerox Company 2003 - 2004
Skills
Application Servers, JMS, JSP, Hawk, Java, XML, Shell Scripting, SOA, TIBCO, Tibco SpotFire Analytics, Tibco ActiveMatrix BPM, TIBCO iProcess, Spotfire, Enterprise Architecture, Integration, Unix, Oracle, Technical Architecture, Web Services, Java Enterprise Edition, SDLC, Requirements Analysis, Architectures
Education
North Dakota State University 2003 — 2003
PhD, Computer Science (AI)
University of Bridgeport 2001 — 2002
Master's degree, Computer Science
GIT 1996 — 2000
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Wipro June 2013 - Present
Barclays Capital January 2011 - May 2013
UBS February 2008 - February 2011
Wachovia Securities January 2006 - January 2008
Wachovia Securities September 2005 - February 2007
Wachovia Securities 2006 - 2007
AT&T June 2005 - September 2005
ACS , a Xerox Company 2003 - 2004
Skills
Application Servers, JMS, JSP, Hawk, Java, XML, Shell Scripting, SOA, TIBCO, Tibco SpotFire Analytics, Tibco ActiveMatrix BPM, TIBCO iProcess, Spotfire, Enterprise Architecture, Integration, Unix, Oracle, Technical Architecture, Web Services, Java Enterprise Edition, SDLC, Requirements Analysis, Architectures
Education
North Dakota State University 2003 — 2003
PhD, Computer Science (AI)
University of Bridgeport 2001 — 2002
Master's degree, Computer Science
GIT 1996 — 2000
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Shibu Thayil's UBS Experience May 2008 - August 2009
Job Senior Vice President, Global L3 Storage Manager
Industry Financial Services
Experience
Citi July 2015 - Present
Citi July 2014 - July 2015
Citi August 2009 - June 2014
UBS May 2008 - August 2009
Citigroup June 2006 - May 2008
Streetcom 2005 - 2006
Promenet May 2004 - November 2005
Astoria Federal Savings May 2002 - March 2004
Skills
Disaster Recovery, Virtualization, Data Center, Storage, NetApp, VMware, Microsoft Exchange, DNS, Infrastructure, Unix, Network Architecture, Storage Area Networks, Business Continuity, Vendor Management, Cloud Computing, NAS, Software Documentation, Networking, SAN, Security, DHCP, Enterprise Architecture, ITIL, IT Operations, Servers, IT Management, VMware ESX, High Availability, Cluster, Solaris, IT Strategy, Cisco Technologies, Solution Architecture, IT Service Management, Citrix, Server Architecture, System Deployment, VMware Infrastructure, Firewalls, Windows Server, Incident Management, Data Security, Data Synchronization, Information Technology, Integration
Education
New York University - Polytechnic School of Engineering 1998 — 2002
Bachelors, Computer Science
Citi July 2015 - Present
Citi July 2014 - July 2015
Citi August 2009 - June 2014
UBS May 2008 - August 2009
Citigroup June 2006 - May 2008
Streetcom 2005 - 2006
Promenet May 2004 - November 2005
Astoria Federal Savings May 2002 - March 2004
Skills
Disaster Recovery, Virtualization, Data Center, Storage, NetApp, VMware, Microsoft Exchange, DNS, Infrastructure, Unix, Network Architecture, Storage Area Networks, Business Continuity, Vendor Management, Cloud Computing, NAS, Software Documentation, Networking, SAN, Security, DHCP, Enterprise Architecture, ITIL, IT Operations, Servers, IT Management, VMware ESX, High Availability, Cluster, Solaris, IT Strategy, Cisco Technologies, Solution Architecture, IT Service Management, Citrix, Server Architecture, System Deployment, VMware Infrastructure, Firewalls, Windows Server, Incident Management, Data Security, Data Synchronization, Information Technology, Integration
Education
New York University - Polytechnic School of Engineering 1998 — 2002
Bachelors, Computer Science
Shaun Broderick's UBS Experience August 1995 - August 2001
Job Financial Services Professional
Industry Financial Services
Experience
Cantor Fitzgerald July 2007 - January 2008
Northshore Diversified Fund LP August 2001 - July 2007
UBS August 1995 - August 2001
Spear Leeds & Kellogg August 1993 - August 1995
Rogers & Wells January 1989 - August 1993
Greenbaum, Rowe, Smith & Davis LLP January 1987 - January 1989
Deloitte Haskin & Sells August 1984 - August 1986
Education
New York University School of Law 1986 — 1987
LLM, Taxation
Seton Hall University School of Law 1981 — 1984
JD, General Law
Rutgers University-New Brunswick 1977 — 1981
BS, Accounting
Cantor Fitzgerald July 2007 - January 2008
Northshore Diversified Fund LP August 2001 - July 2007
UBS August 1995 - August 2001
Spear Leeds & Kellogg August 1993 - August 1995
Rogers & Wells January 1989 - August 1993
Greenbaum, Rowe, Smith & Davis LLP January 1987 - January 1989
Deloitte Haskin & Sells August 1984 - August 1986
Education
New York University School of Law 1986 — 1987
LLM, Taxation
Seton Hall University School of Law 1981 — 1984
JD, General Law
Rutgers University-New Brunswick 1977 — 1981
BS, Accounting
David McCallin's UBS Experience 1998 - 2007
Job Director at Barclays Capital
Industry Investment Management
Experience
Barclays Capital June 2009 - Present
Citigroup Global Wealth Management May 2007 - July 2008
Citi 2007 - July 2008
UBS 1998 - 2007
UBS Investment Bank 1998 - 2007
HSBC Securities 1996 - 1998
Education
Northeastern University 1978 — 1982
Barclays Capital June 2009 - Present
Citigroup Global Wealth Management May 2007 - July 2008
Citi 2007 - July 2008
UBS 1998 - 2007
UBS Investment Bank 1998 - 2007
HSBC Securities 1996 - 1998
Education
Northeastern University 1978 — 1982
Darilyn Woods's UBS Experience 1994 - 2000
Job Vice President, Trust Officer at Salisbury Bank and Trust Company
Industry Financial Services
Experience
Salisbury Bank and Trust Company January 2011 - Present
Woods Designs, LLC 2001 - January 2011
Citibank 2000 - 2001
Union Bank of Switzerland 1995 - 2000
UBS Wealth Management 1994 - 2000
UBS 1994 - 2000
Bank of Boston 1989 - 1994
Skills
Investment Advisory, Trust Officer, Private Wealth..., Asset Management, Private Banking, Wealth Management
Education
Utah State University 1984 — 1987
Masters, International Rural and Community Development
Northeastern University 1980 — 1983
B.S., Anthropology
Salisbury Bank and Trust Company January 2011 - Present
Woods Designs, LLC 2001 - January 2011
Citibank 2000 - 2001
Union Bank of Switzerland 1995 - 2000
UBS Wealth Management 1994 - 2000
UBS 1994 - 2000
Bank of Boston 1989 - 1994
Skills
Investment Advisory, Trust Officer, Private Wealth..., Asset Management, Private Banking, Wealth Management
Education
Utah State University 1984 — 1987
Masters, International Rural and Community Development
Northeastern University 1980 — 1983
B.S., Anthropology
Sherrill Crivellone, SPHR, CCP's UBS Experience 1992 - 2000
Job Executive Director, Global Talent Partner for IT and Operations at UBS
Industry Human Resources
Experience
UBS Investment Bank May 2011 - Present
Golub Capital November 2009 - November 2010
Magnetar Capital LLC January 2005 - May 2008
Lighthouse Solutions, Ltd. October 2002 - May 2008
Citadel Investment Group July 2001 - December 2002
UBS 1992 - 2000
Swiss Bank Corp/UBS 1992 - 2000
SBC Warburg 1992 - 2000
Swiss Bank Corp 1992 - 2000
Rust-Oleum Corporation May 1985 - February 1992
Skills
Employee Relations, Organizational..., Human Resources, Training, Talent Management, Succession Planning, Leadership Development, Executive Coaching, Career Development, Employee Engagement, Leadership, Organizational Design, Change Management, Management, Strategic Planning, Performance Management, Recruiting
Education
Northeastern Illinois University 1981 — 1983
M.A., Education (Reading Instruction)
University of Illinois at Urbana-Champaign 1973 — 1977
Bachelor of Arts (BA), Secondary Education and Teaching
UBS Investment Bank May 2011 - Present
Golub Capital November 2009 - November 2010
Magnetar Capital LLC January 2005 - May 2008
Lighthouse Solutions, Ltd. October 2002 - May 2008
Citadel Investment Group July 2001 - December 2002
UBS 1992 - 2000
Swiss Bank Corp/UBS 1992 - 2000
SBC Warburg 1992 - 2000
Swiss Bank Corp 1992 - 2000
Rust-Oleum Corporation May 1985 - February 1992
Skills
Employee Relations, Organizational..., Human Resources, Training, Talent Management, Succession Planning, Leadership Development, Executive Coaching, Career Development, Employee Engagement, Leadership, Organizational Design, Change Management, Management, Strategic Planning, Performance Management, Recruiting
Education
Northeastern Illinois University 1981 — 1983
M.A., Education (Reading Instruction)
University of Illinois at Urbana-Champaign 1973 — 1977
Bachelor of Arts (BA), Secondary Education and Teaching
Ross Mullman's UBS Experience 2004 - Present
Job MUNICIPAL INSTITUTIONAL SALES
Industry Financial Services
Experience
UBS 2004 - Present
UBS Investment Bank 1999 - Present
Education
Northeastern University 1999 — 2004
UBS 2004 - Present
UBS Investment Bank 1999 - Present
Education
Northeastern University 1999 — 2004
Joe Forrester's UBS Experience 1999 - 2008
Job Counsel at Edwards Wildman Palmer LLP
Industry Law Practice
Experience
Locke Lord LLP June 2008 - Present
UBS 1999 - 2008
UBS Investment Bank 1999 - 2008
Merrill Lynch 1995 - 1999
Credit Suisse 1991 - 1995
CS First Boston 1991 - 1995
Dewey Ballantine LLP 1981 - 1991
Education
New York University School of Law 1974 — 1977
LL.M., Taxation
University of Virginia School of Law 1969 — 1973
J.D.
Tulane University 1965 — 1969
B.A., Political Science
Locke Lord LLP June 2008 - Present
UBS 1999 - 2008
UBS Investment Bank 1999 - 2008
Merrill Lynch 1995 - 1999
Credit Suisse 1991 - 1995
CS First Boston 1991 - 1995
Dewey Ballantine LLP 1981 - 1991
Education
New York University School of Law 1974 — 1977
LL.M., Taxation
University of Virginia School of Law 1969 — 1973
J.D.
Tulane University 1965 — 1969
B.A., Political Science
Evelyn Adames's UBS Experience 2007 - 2008
Job Mechanical Engineer at Naval Surface Warfare Center
Industry Financial Services
David Stepp's UBS Experience May 2002 - August 2003
Job Sales Leader Environmental Stoneworks
Industry Construction
Experience
Environmental Stoneworks September 2013 - Present
Delta Gypsum November 2010 - September 2013
Delta Gypsum September 2005 - September 2013
UBS May 2002 - August 2003
Skills
Sales, Marketing, Distribution Center..., Dispatching, Cold Calling, Account Management, Contract Negotiation, Customer Service, Microsoft Excel, Pricing, Microsoft Office, Sales Management, Building Materials, Leadership, B2B, Budgets, Business Development, Customer Retention, Customer Satisfaction, Direct Sales, Forecasting, Hiring
Education
North Carolina State University 2000 — 2005
Business, Finance, Marketing, and some Spanish
North Carolina State University - College of Management 2000 — 2005
BUS, Finance, Marketing
Environmental Stoneworks September 2013 - Present
Delta Gypsum November 2010 - September 2013
Delta Gypsum September 2005 - September 2013
UBS May 2002 - August 2003
Skills
Sales, Marketing, Distribution Center..., Dispatching, Cold Calling, Account Management, Contract Negotiation, Customer Service, Microsoft Excel, Pricing, Microsoft Office, Sales Management, Building Materials, Leadership, B2B, Budgets, Business Development, Customer Retention, Customer Satisfaction, Direct Sales, Forecasting, Hiring
Education
North Carolina State University 2000 — 2005
Business, Finance, Marketing, and some Spanish
North Carolina State University - College of Management 2000 — 2005
BUS, Finance, Marketing
Hillary Hastings's UBS Experience January 2007 - June 2007
Job Associate Director | Complex Structured Products | AssetBacked Securities | Financial Services
Industry Financial Services
Experience
UBS Investment Bank February 2012 - Present
UBS Investment Bank February 2011 - January 2012
UBS Investment Bank September 2009 - February 2011
Rockit Solutions LLC September 2008 - September 2009
UBS January 2007 - June 2007
IBM January 2006 - August 2006
Starwood Hotels & Resorts Worldwide, Inc. June 2005 - August 2005
Skills
Fixed Income, Bloomberg, Securities, Financial Modeling, Investment Banking, Capital Markets, Asset Managment, Valuation, Financial Analysis, Trading, Bonds, Asset Management, Financial Services, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA) Candidate
Northeastern University 2003 — 2008
B.S
UBS Investment Bank February 2012 - Present
UBS Investment Bank February 2011 - January 2012
UBS Investment Bank September 2009 - February 2011
Rockit Solutions LLC September 2008 - September 2009
UBS January 2007 - June 2007
IBM January 2006 - August 2006
Starwood Hotels & Resorts Worldwide, Inc. June 2005 - August 2005
Skills
Fixed Income, Bloomberg, Securities, Financial Modeling, Investment Banking, Capital Markets, Asset Managment, Valuation, Financial Analysis, Trading, Bonds, Asset Management, Financial Services, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA) Candidate
Northeastern University 2003 — 2008
B.S
Jeff Colvin's UBS Experience July 2007 - December 2007
Job Proprietary Trader at Chimera Securities
Industry Financial Services
Experience
Chimera Securities June 2009 - Present
Merrill Lynch June 2008 - December 2008
UBS July 2007 - December 2007
Advantage Data 2006 - 2007
Skills
Trading, Proprietary Trading, Electronic Trading, Equity Trading, Financial Markets, Investments, Trading Strategies, Securities, Financial Analysis, Technical Analysis, Valuation, Securities Lending, Risk Management, Equity Research
Education
Northeastern University 2004 — 2009
B.S., Dual Major Finance & Entrepreneurship
Belmont High School 2000 — 2004
Chimera Securities June 2009 - Present
Merrill Lynch June 2008 - December 2008
UBS July 2007 - December 2007
Advantage Data 2006 - 2007
Skills
Trading, Proprietary Trading, Electronic Trading, Equity Trading, Financial Markets, Investments, Trading Strategies, Securities, Financial Analysis, Technical Analysis, Valuation, Securities Lending, Risk Management, Equity Research
Education
Northeastern University 2004 — 2009
B.S., Dual Major Finance & Entrepreneurship
Belmont High School 2000 — 2004
Jennifer Mario's UBS Experience March 2011 - Present
Job HR Tax counsel at UBS
Industry Banking
Experience
UBS March 2011 - Present
UBS August 2006 - February 2011
Clifford Chance June 2004 - August 2006
Schulte Roth & Zabel LLP September 2002 - June 2004
Education
New York University School of Law 2003 — 2006
LL.M., Taxation
University of Pennsylvania Law School 1999 — 2002
J.D.
Rutgers University-New Brunswick 1995 — 1999
BS, Accounting
UBS March 2011 - Present
UBS August 2006 - February 2011
Clifford Chance June 2004 - August 2006
Schulte Roth & Zabel LLP September 2002 - June 2004
Education
New York University School of Law 2003 — 2006
LL.M., Taxation
University of Pennsylvania Law School 1999 — 2002
J.D.
Rutgers University-New Brunswick 1995 — 1999
BS, Accounting
Kathleen Titus's UBS Experience February 2009 - Present
Job Corporate Stock Benefit Consultant at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS February 2009 - Present
UBS Financial Services, Inc. 2009 - Present
Citi Smith Barney 1995 - 2008
Education
Niagara University 1984 — 1988
BS, Psychology
UBS February 2009 - Present
UBS Financial Services, Inc. 2009 - Present
Citi Smith Barney 1995 - 2008
Education
Niagara University 1984 — 1988
BS, Psychology
Courtney Ziegler's UBS Experience June 2006 - August 2006
Job Buyer
Industry Retail
Experience
Target September 2013 - Present
Target July 2011 - September 2013
Target November 2010 - July 2011
Target June 2008 - November 2010
Target June 2007 - August 2007
UBS June 2006 - August 2006
Skills
Strategy, Time Management, Sales, Apparel, Supply Chain, Marketing Strategy, Research, Store Management, Microsoft Excel, Analysis
Education
University of Minnesota - Carlson School of Management 2010 — 2013
Master of Business Administration (M.B.A.), Marketing & Strategic Management
North Central College 2004 — 2008
Bachelor's Degree, Finance, Economics, & International Business
Target September 2013 - Present
Target July 2011 - September 2013
Target November 2010 - July 2011
Target June 2008 - November 2010
Target June 2007 - August 2007
UBS June 2006 - August 2006
Skills
Strategy, Time Management, Sales, Apparel, Supply Chain, Marketing Strategy, Research, Store Management, Microsoft Excel, Analysis
Education
University of Minnesota - Carlson School of Management 2010 — 2013
Master of Business Administration (M.B.A.), Marketing & Strategic Management
North Central College 2004 — 2008
Bachelor's Degree, Finance, Economics, & International Business
Emilio Annunziato's UBS Experience June 2005 - April 2007
Job Investment Sales Specialist, Prudential
Industry Financial Services
Experience
Prudential Financial March 2015 - Present
First Niagara Bank May 2014 - March 2015
Prudential Financial June 2006 - September 2013
UBS June 2005 - April 2007
Fixed Income Securities 2005 - 2005
Wedbush Securities July 2003 - July 2004
Oppenheimer & Co. 2003 - 2003
Skills
Portfolio Management, Series 7, Trading, Bonds, FINRA, Fixed Annuities, Business Development, Series 63, Mutual Funds, Investments, Equities, Asset Allocation, Securities, Asset Managment, Sales Management, Alternative Investments, Retirement Planning, Wealth Management, Strategic Financial..., Series 6, Life Insurance, Financial Advisory, Financial Markets, Public Speaking, Series 65, Fixed Income, 401k, Variable Annuities, Separately Managed..., International..., ETFs, Uniform Combined State..., Asset Management
Education
Nichols College 1997 — 2001
BA, Finance
Jonathan Law High School 1994 — 1997
Prudential Financial March 2015 - Present
First Niagara Bank May 2014 - March 2015
Prudential Financial June 2006 - September 2013
UBS June 2005 - April 2007
Fixed Income Securities 2005 - 2005
Wedbush Securities July 2003 - July 2004
Oppenheimer & Co. 2003 - 2003
Skills
Portfolio Management, Series 7, Trading, Bonds, FINRA, Fixed Annuities, Business Development, Series 63, Mutual Funds, Investments, Equities, Asset Allocation, Securities, Asset Managment, Sales Management, Alternative Investments, Retirement Planning, Wealth Management, Strategic Financial..., Series 6, Life Insurance, Financial Advisory, Financial Markets, Public Speaking, Series 65, Fixed Income, 401k, Variable Annuities, Separately Managed..., International..., ETFs, Uniform Combined State..., Asset Management
Education
Nichols College 1997 — 2001
BA, Finance
Jonathan Law High School 1994 — 1997
Michael Crowl's UBS Experience July 2014 - Present
Job Group Managing Director and General CounselUBS Group Americas & Wealth Management Americas at UBS
Industry Investment Banking
Experience
UBS July 2014 - Present
Barclays February 2010 - June 2014
Barclays Global Investors October 2007 - January 2010
Goldman Sachs May 2004 - August 2007
Goldman Sachs May 2001 - May 2004
Goldman Sachs February 1994 - May 2001
Cravath, Swaine & Moore LLP September 1986 - February 1994
Skills
Hedge Funds, Mergers, Securities, Private Equity, Capital Markets, Equities, Banking, Corporate Finance, Securities Regulation, Mergers & Acquisitions, Finance, Investment Banking, Corporate Law, Financial Structuring, Joint Ventures, Trading, IPO, Asset Management
Education
New York University School of Law 1983 — 1986
JD
Penn State University 1979 — 1983
BS, Accounting
UBS July 2014 - Present
Barclays February 2010 - June 2014
Barclays Global Investors October 2007 - January 2010
Goldman Sachs May 2004 - August 2007
Goldman Sachs May 2001 - May 2004
Goldman Sachs February 1994 - May 2001
Cravath, Swaine & Moore LLP September 1986 - February 1994
Skills
Hedge Funds, Mergers, Securities, Private Equity, Capital Markets, Equities, Banking, Corporate Finance, Securities Regulation, Mergers & Acquisitions, Finance, Investment Banking, Corporate Law, Financial Structuring, Joint Ventures, Trading, IPO, Asset Management
Education
New York University School of Law 1983 — 1986
JD
Penn State University 1979 — 1983
BS, Accounting
Andrew Hochron's UBS Experience November 2000 - November 2005
Job Happiness is a job benefit that is priceless.
Industry Information Technology and Services
Experience
Sayreville, NJ Public Schools July 2013 - Present
Monroe Township Emergency Medical Services July 2013 - Present
MONOC January 2012 - August 2013
Experienced desktop support / project manager seeking new opportunities October 2012 - June 2013
UBS - ITI User Services November 2000 - September 2012
UBS November 2000 - November 2005
Internosis February 1997 - September 2000
Corporate Software 1992 - 1994
Skills
Information Technology, Project Management, Microsoft Office, Windows 7, Desktop Application..., Microsoft Excel, Microsoft Word, Hardware Installation, RSA SecurID, RSA Ace Server, NetOp, Remedy Ticketing System, FrontPage, MS Project, Visio, Laptops, Desktop Computers, Dell Computers, EMT, Cpr Certified, Pivot Tables, Vlookup, Bookkeeping, Website Creation, Risk Management, Vendor Management, Business Analysis, Databases, SDLC, Emergency Medical
Education
Northeastern University 1987 — 1992
Bachelor of Science, Management Information Systems / Marketing
Sayreville, NJ Public Schools July 2013 - Present
Monroe Township Emergency Medical Services July 2013 - Present
MONOC January 2012 - August 2013
Experienced desktop support / project manager seeking new opportunities October 2012 - June 2013
UBS - ITI User Services November 2000 - September 2012
UBS November 2000 - November 2005
Internosis February 1997 - September 2000
Corporate Software 1992 - 1994
Skills
Information Technology, Project Management, Microsoft Office, Windows 7, Desktop Application..., Microsoft Excel, Microsoft Word, Hardware Installation, RSA SecurID, RSA Ace Server, NetOp, Remedy Ticketing System, FrontPage, MS Project, Visio, Laptops, Desktop Computers, Dell Computers, EMT, Cpr Certified, Pivot Tables, Vlookup, Bookkeeping, Website Creation, Risk Management, Vendor Management, Business Analysis, Databases, SDLC, Emergency Medical
Education
Northeastern University 1987 — 1992
Bachelor of Science, Management Information Systems / Marketing
Steve Sherrill's UBS Experience November 2014 - April 2015
Job Meeting challenges head on
Industry Information Technology and Services
Experience
NetApp February 2015 - Present
UBS November 2014 - April 2015
Verizon Terremark April 2012 - September 2014
IBM January 2011 - April 2012
IBM Global Services April 2008 - April 2011
Skills
Servers, Disaster Recovery, IT Service Management, Data Center, Storage, Virtualization, Cloud Computing, Solution Architecture, ITIL, Service Delivery, VMware, Solaris, Enterprise Architecture, Unix, IT Operations, System Administration, Integration, Troubleshooting, SAN, Storage Area Networks, Security, Windows Server, Enterprise Software, NetBackup, Red Hat Linux
Education
North Carolina Agricultural and Technical State University 2005 — 2006
Management Information Systems, General
NetApp February 2015 - Present
UBS November 2014 - April 2015
Verizon Terremark April 2012 - September 2014
IBM January 2011 - April 2012
IBM Global Services April 2008 - April 2011
Skills
Servers, Disaster Recovery, IT Service Management, Data Center, Storage, Virtualization, Cloud Computing, Solution Architecture, ITIL, Service Delivery, VMware, Solaris, Enterprise Architecture, Unix, IT Operations, System Administration, Integration, Troubleshooting, SAN, Storage Area Networks, Security, Windows Server, Enterprise Software, NetBackup, Red Hat Linux
Education
North Carolina Agricultural and Technical State University 2005 — 2006
Management Information Systems, General
Bob Harnett's UBS Experience September 2003 - Present
Job Senior Vice President Wealth Management
Industry Philanthropy
Experience
UBS September 2003 - Present
Circle of Friends August 1997 - Present
True Friends(formerly Friendship Ventures) 1987 - 2013
Skills
Public Speaking, Social Media, Series 7, Team Building, Non-profits, Project Management, Strategic Planning, Account Management, Investments, Event Planning, Fundraising, Leadership, Marketing
Education
University of Saint Thomas 1981 — 1985
finance/marketing, Finance and marketing
Northern Arizona University 1980 — 1981
St.Thomas Academy 1977 — 1980
Nativity 1974 — 1976
UBS September 2003 - Present
Circle of Friends August 1997 - Present
True Friends(formerly Friendship Ventures) 1987 - 2013
Skills
Public Speaking, Social Media, Series 7, Team Building, Non-profits, Project Management, Strategic Planning, Account Management, Investments, Event Planning, Fundraising, Leadership, Marketing
Education
University of Saint Thomas 1981 — 1985
finance/marketing, Finance and marketing
Northern Arizona University 1980 — 1981
St.Thomas Academy 1977 — 1980
Nativity 1974 — 1976
Jim Naaf's UBS Experience February 2007 - August 2007
Job Senior Financial Analyst at Bosch
Industry Automotive
Experience
Bosch North America June 2015 - Present
Bosch June 2014 - June 2015
Robert Bosch North America April 2011 - June 2014
Bosch North America February 2012 - June 2012
Robert Bosch North America March 2010 - March 2011
Robert Bosch North America August 2008 - February 2010
UBS February 2007 - August 2007
Skills
Spanish, Essbase, HFM, SAP, SAP BW, Excel, Word, PowerPoint, Outlook, Microsoft Excel, Forecasting, Variance Analysis, Business Planning, Cost Accounting, Target Costing, Financial Reporting, Financial Analysis, Transfer Pricing..., Microsoft Word, Analysis, Finance, Accounting, Pricing, Auditing, Cash Flow, Account Reconciliation, Management, Accounts Receivable, Financial Modeling
Education
University of Illinois at Chicago 2010 — 2013
Master of Business Administration (MBA), Accounting, 3.8
North Central College 2004 — 2008
BA, Finance/Economics, 3.6
Bosch North America June 2015 - Present
Bosch June 2014 - June 2015
Robert Bosch North America April 2011 - June 2014
Bosch North America February 2012 - June 2012
Robert Bosch North America March 2010 - March 2011
Robert Bosch North America August 2008 - February 2010
UBS February 2007 - August 2007
Skills
Spanish, Essbase, HFM, SAP, SAP BW, Excel, Word, PowerPoint, Outlook, Microsoft Excel, Forecasting, Variance Analysis, Business Planning, Cost Accounting, Target Costing, Financial Reporting, Financial Analysis, Transfer Pricing..., Microsoft Word, Analysis, Finance, Accounting, Pricing, Auditing, Cash Flow, Account Reconciliation, Management, Accounts Receivable, Financial Modeling
Education
University of Illinois at Chicago 2010 — 2013
Master of Business Administration (MBA), Accounting, 3.8
North Central College 2004 — 2008
BA, Finance/Economics, 3.6
Cheng Li's UBS Experience September 2010 - November 2012
Job Quantitative Developer at Citi
Industry Computer Software
Experience
Citi December 2013 - Present
Goldman Sachs January 2013 - December 2013
UBS September 2010 - November 2012
Blacksheep Capital LLC February 2010 - September 2010
Foxconn Electronics July 2007 - July 2008
Skills
Software Development, C++, Linux, SQL, Electronic Trading, Java, Algorithms, Prime Brokerage, Algorithm Design, Unix
Education
New York University - Polytechnic School of Engineering 2008 — 2010
M.S., Computer Science
Citi December 2013 - Present
Goldman Sachs January 2013 - December 2013
UBS September 2010 - November 2012
Blacksheep Capital LLC February 2010 - September 2010
Foxconn Electronics July 2007 - July 2008
Skills
Software Development, C++, Linux, SQL, Electronic Trading, Java, Algorithms, Prime Brokerage, Algorithm Design, Unix
Education
New York University - Polytechnic School of Engineering 2008 — 2010
M.S., Computer Science
Todd Garbatini's UBS Experience December 2004 - February 2006
Job Director at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates July 2012 - Present
Cohen Kinne Valicenti & Cook September 2010 - July 2012
State Street November 2009 - February 2010
Brown Rudnick May 2009 - August 2009
Ocean Spray Cranberries November 2008 - February 2009
Massachusetts Superior Court May 2008 - August 2008
Travelers April 2006 - August 2007
UBS December 2004 - February 2006
Education
Northeastern University School of Law 2007 — 2010
JD
Williams College 1999 — 2003
Cambridge Associates July 2012 - Present
Cohen Kinne Valicenti & Cook September 2010 - July 2012
State Street November 2009 - February 2010
Brown Rudnick May 2009 - August 2009
Ocean Spray Cranberries November 2008 - February 2009
Massachusetts Superior Court May 2008 - August 2008
Travelers April 2006 - August 2007
UBS December 2004 - February 2006
Education
Northeastern University School of Law 2007 — 2010
JD
Williams College 1999 — 2003
Brett Sierakowski, CFA's UBS Experience March 2013 - Present
Job Senior Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS March 2013 - Present
UBS Wealth Management October 2008 - Present
UBS Wealth Management October 2007 - October 2008
Education
Northern Illinois University 2002 — 2006
BS, Finance
UBS March 2013 - Present
UBS Wealth Management October 2008 - Present
UBS Wealth Management October 2007 - October 2008
Education
Northern Illinois University 2002 — 2006
BS, Finance
Cindy Pikala's UBS Experience January 2008 - Present
Job Sr. Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS January 2008 - Present
UBS March 2000 - January 2008
Wells Fargo May 1998 - March 2000
Piper Jaffray February 1996 - May 1998
Skills
Series 7, Series 63, Wealth Management
Education
North Dakota State University
University of MN
UBS January 2008 - Present
UBS March 2000 - January 2008
Wells Fargo May 1998 - March 2000
Piper Jaffray February 1996 - May 1998
Skills
Series 7, Series 63, Wealth Management
Education
North Dakota State University
University of MN
Shawn McKnight's UBS Experience December 2014 - Present
Job Software Developer at UBS.
Industry Computer Software
Experience
UBS December 2014 - Present
EPAM Systems July 2014 - December 2014
Cicero Inc. May 2006 - July 2014
American Mortgage Group, Inc. August 2003 - May 2006
Skills
Integration, Agile Methodologies, VoIP, Databases, Software Development, Microsoft SQL Server, Software Project..., .NET, Enterprise Architecture, Enterprise Software, Cloud Computing, Software Engineering, Software Design, SDLC, SaaS, Business Analysis, CRM
Education
North Carolina State University 1992 — 1996
BS, Mathematics
UBS December 2014 - Present
EPAM Systems July 2014 - December 2014
Cicero Inc. May 2006 - July 2014
American Mortgage Group, Inc. August 2003 - May 2006
Skills
Integration, Agile Methodologies, VoIP, Databases, Software Development, Microsoft SQL Server, Software Project..., .NET, Enterprise Architecture, Enterprise Software, Cloud Computing, Software Engineering, Software Design, SDLC, SaaS, Business Analysis, CRM
Education
North Carolina State University 1992 — 1996
BS, Mathematics
Dorothy Zerboulis's UBS Experience February 2007 - Present
Job
Industry Financial Services
Experience
UBS February 2007 - Present
Skills
Capital Markets, Fixed Income, Equities, Management, Series 7, Hedge Funds, FINRA, Derivatives, Alternative Investments
Education
Northeastern University
B.A.
Professional Licenses
Series 7, 63, 24, 27
UBS February 2007 - Present
Skills
Capital Markets, Fixed Income, Equities, Management, Series 7, Hedge Funds, FINRA, Derivatives, Alternative Investments
Education
Northeastern University
B.A.
Professional Licenses
Series 7, 63, 24, 27
Richard Foss's UBS Experience November 2008 - Present
Job wealth advisor at UBS
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley November 1991 - November 2008
Education
Northern Arizona University 1961 — 1963
none, Accounting and Finance
UBS November 2008 - Present
Morgan Stanley November 1991 - November 2008
Education
Northern Arizona University 1961 — 1963
none, Accounting and Finance
Christopher Agan's UBS Experience February 2011 - April 2011
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC January 2013 - Present
AdvisorAssist June 2011 - August 2012
UBS February 2011 - April 2011
Education
Northeastern University 2012 — 2012
Masters, Accounting
Stonehill College 2008 — 2012
Bachelor's in Business Administration, Accounting
PwC January 2013 - Present
AdvisorAssist June 2011 - August 2012
UBS February 2011 - April 2011
Education
Northeastern University 2012 — 2012
Masters, Accounting
Stonehill College 2008 — 2012
Bachelor's in Business Administration, Accounting
Mark Frankel's UBS Experience Co-General Tax CounselMerrill LynchMarch 1986 - September 2007
Job Executive DirectorHead of Wealth Management Americas Tax Advisory at UBS
Industry Financial Services
Experience
UBS Co-General Tax CounselMerrill LynchMarch 1986 - September 2007
Skills
Tax, Tax Law, Wealth Management, Tax Advisory, International Tax, Private Equity, Corporate Law
Education
New York University School of Law 1982 — 1985
LLM, Tax
The George Washington University Law School 1978 — 1981
J.D., Law
UBS Co-General Tax CounselMerrill LynchMarch 1986 - September 2007
Skills
Tax, Tax Law, Wealth Management, Tax Advisory, International Tax, Private Equity, Corporate Law
Education
New York University School of Law 1982 — 1985
LLM, Tax
The George Washington University Law School 1978 — 1981
J.D., Law
Jason Flores's UBS Experience January 2011 - May 2011
Job Data Warehouse Analyst at MetLife
Industry Information Technology and Services
Experience
MetLife February 2015 - Present
Intel Corporation June 2012 - August 2013
UBS January 2011 - May 2011
The Carolinian January 2010 - May 2011
Skills
AutoCAD, Six Sigma, Financial Analysis, Strategy, Program Management, Product Development, Lean Manufacturing, Data Analysis, Project Management, Product Management, Leadership
Education
North Carolina A&T State University 2011 — 2015
Master of Science (MS), Industrial Engineering
Universidade Federal do Rio de Janeiro 2014 — 2014
Master’s Degree, Industrial Engineering
The University of North Carolina at Greensboro (UNCG) 2007 — 2011
B.S., Economics
MetLife February 2015 - Present
Intel Corporation June 2012 - August 2013
UBS January 2011 - May 2011
The Carolinian January 2010 - May 2011
Skills
AutoCAD, Six Sigma, Financial Analysis, Strategy, Program Management, Product Development, Lean Manufacturing, Data Analysis, Project Management, Product Management, Leadership
Education
North Carolina A&T State University 2011 — 2015
Master of Science (MS), Industrial Engineering
Universidade Federal do Rio de Janeiro 2014 — 2014
Master’s Degree, Industrial Engineering
The University of North Carolina at Greensboro (UNCG) 2007 — 2011
B.S., Economics
Ian DeBruyn's UBS Experience January 2014 - May 2014
Job Leveraged Finance Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2014 - Present
UBS January 2014 - May 2014
UBS June 2013 - December 2013
CME Group May 2012 - December 2012
Skills
Corporate Development, Finance, Analysis, Options, Bloomberg, Capital IQ, Financial Modeling, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word
Education
Northeastern University 2009 — 2014
Bachelor of Science in Business Administration, Finance and Financial Management Services
Morgan Stanley May 2014 - Present
UBS January 2014 - May 2014
UBS June 2013 - December 2013
CME Group May 2012 - December 2012
Skills
Corporate Development, Finance, Analysis, Options, Bloomberg, Capital IQ, Financial Modeling, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word
Education
Northeastern University 2009 — 2014
Bachelor of Science in Business Administration, Finance and Financial Management Services
Cindy Lewis's UBS Experience August 2000 - November 2011
Job Beutel Goodman, Vice President, Equity Trading
Industry Financial Services
Experience
Beutel Goodman December 2013 - Present
UBS August 2000 - November 2011
UBS Global Asset Management August 2000 - November 2011
Goodman and Company 1995 - 2000
Skills
Securities, Investments, Wealth Management, Equity Research, Electronic Trading, Trading, Equity Trading, Bloomberg, Financial Markets, Equities, Capital Markets, Trading Systems, Mutual Funds
Education
Niagara College 1980 — 1981
Business Diploma
Centennial Secondary High School 1973 — 1978
Beutel Goodman December 2013 - Present
UBS August 2000 - November 2011
UBS Global Asset Management August 2000 - November 2011
Goodman and Company 1995 - 2000
Skills
Securities, Investments, Wealth Management, Equity Research, Electronic Trading, Trading, Equity Trading, Bloomberg, Financial Markets, Equities, Capital Markets, Trading Systems, Mutual Funds
Education
Niagara College 1980 — 1981
Business Diploma
Centennial Secondary High School 1973 — 1978
Gregory Haines's UBS Experience September 1998 - October 2010
Job Global program manager
Industry Financial Services
Experience
Tiffany & Company January 2015 - Present
consultant for NYU February 2014 - Present
CSC for UBS October 2010 - February 2014
UBS September 1998 - October 2010
Guy Carpenter (Marsh) March 1997 - August 1998
Citi February 1996 - March 1997
Troll Associates September 1991 - January 1996
Compact Software June 1986 - May 1991
Skills
Management, LAN-WAN, Vendor Management, Networking, Software Development, IT Strategy, Data Center, SDLC, Cisco Technologies, ITIL, IT Service Management, Disaster Recovery, IT Management, IT Operations, Project Management, Integration
Education
SUNY Morrisville
North Carolina State University
Computer Software Engineering
North Carolina State University
Tiffany & Company January 2015 - Present
consultant for NYU February 2014 - Present
CSC for UBS October 2010 - February 2014
UBS September 1998 - October 2010
Guy Carpenter (Marsh) March 1997 - August 1998
Citi February 1996 - March 1997
Troll Associates September 1991 - January 1996
Compact Software June 1986 - May 1991
Skills
Management, LAN-WAN, Vendor Management, Networking, Software Development, IT Strategy, Data Center, SDLC, Cisco Technologies, ITIL, IT Service Management, Disaster Recovery, IT Management, IT Operations, Project Management, Integration
Education
SUNY Morrisville
North Carolina State University
Computer Software Engineering
North Carolina State University
Rafael Locken's UBS Experience November 2001 - November 2008
Job First Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2008 - Present
UBS November 2001 - November 2008
Education
Newport University
Master of Business Administration (MBA)
Morgan Stanley December 2008 - Present
UBS November 2001 - November 2008
Education
Newport University
Master of Business Administration (MBA)
Elizabeth Reisman's UBS Experience July 2006 - August 2007
Job Buyer Casual and Junior Plus at macys.com
Industry Apparel & Fashion
William E. Quinn's UBS Experience March 2008 - December 2008
Job Desktop Support Specialist / Deployment
Industry Information Technology and Services
Experience
eBryIT, Inc. May 2015 - Present
eBryIT, Inc. April 2014 - September 2014
St Alexian Brothers Heath January 2014 - April 2014
McDonald's Corporation January 2013 - January 2014
Chase June 2010 - December 2012
Xerox December 2009 - May 2010
American Medical Association September 2009 - December 2009
Allstate January 2009 - September 2009
UBS March 2008 - December 2008
DeVry University February 2007 - December 2007
Skills
System Administration, Microsoft Office, Team Leadership, Training, Information Technology, Customer Service, Management, Vendor Management, Program Management, Account Management, Resource Management, Windows XP, Technical Recruiting, Windows 7, Technical Support, CompTIA A, Troubleshooting, Laptops, Printers
Education
Northeastern Illinois University
Accounting and Finance
Techskills
Computer Engineering
eBryIT, Inc. May 2015 - Present
eBryIT, Inc. April 2014 - September 2014
St Alexian Brothers Heath January 2014 - April 2014
McDonald's Corporation January 2013 - January 2014
Chase June 2010 - December 2012
Xerox December 2009 - May 2010
American Medical Association September 2009 - December 2009
Allstate January 2009 - September 2009
UBS March 2008 - December 2008
DeVry University February 2007 - December 2007
Skills
System Administration, Microsoft Office, Team Leadership, Training, Information Technology, Customer Service, Management, Vendor Management, Program Management, Account Management, Resource Management, Windows XP, Technical Recruiting, Windows 7, Technical Support, CompTIA A, Troubleshooting, Laptops, Printers
Education
Northeastern Illinois University
Accounting and Finance
Techskills
Computer Engineering
Ruth Davidson's UBS Experience January 2013 - Present
Job Financial Advisor at UBS
Industry Law Practice
Experience
UBS January 2013 - Present
Education
New York University School of Law
JD
University of Florida
Bachelor of Science (BS), Finance, General
UBS January 2013 - Present
Education
New York University School of Law
JD
University of Florida
Bachelor of Science (BS), Finance, General
Hasan Ibrahim's UBS Experience July 2005 - Present
Job Associate General Counsel at UBS
Industry Financial Services
Experience
UBS July 2005 - Present
Drinker Biddle & Reath LLP September 2003 - July 2005
Skills
Courts, Litigation, Commercial Litigation, Legal Writing, Strategy, Arbitration, Securities, Banking Law, Corporate Governance, Securities Regulation, Corporate Law, Due Diligence, Legal Research
Education
NYU School of Law 2007 — 2009
Master of Laws (LL.M.), International Law and Legal Studies
Seton Hall University School of Law 2000 — 2003
Doctor of Law (JD)
Rutgers University 1996 — 2000
Bachelor of Arts (B.A.), Political Science
UBS July 2005 - Present
Drinker Biddle & Reath LLP September 2003 - July 2005
Skills
Courts, Litigation, Commercial Litigation, Legal Writing, Strategy, Arbitration, Securities, Banking Law, Corporate Governance, Securities Regulation, Corporate Law, Due Diligence, Legal Research
Education
NYU School of Law 2007 — 2009
Master of Laws (LL.M.), International Law and Legal Studies
Seton Hall University School of Law 2000 — 2003
Doctor of Law (JD)
Rutgers University 1996 — 2000
Bachelor of Arts (B.A.), Political Science
Linda Weitz's UBS Experience January 1996 - December 2002
Job Financial Advisor/Portfolio Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2002 - Present
UBS January 1996 - December 2002
Skills
Personal Financial..., Portfolio Management, Client Education
Education
Northcentral University 2012 — 2015
Doctor of Philosophy (PhD.) Candidate, Business
Nova Southeastern University 2004 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management
Merrill Lynch December 2002 - Present
UBS January 1996 - December 2002
Skills
Personal Financial..., Portfolio Management, Client Education
Education
Northcentral University 2012 — 2015
Doctor of Philosophy (PhD.) Candidate, Business
Nova Southeastern University 2004 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management
Ayesha Hafeez's UBS Experience January 2015 - June 2015
Job Student at Northeastern University
Industry
Experience
UBS January 2015 - June 2015
UBS January 2014 - August 2014
Vision Financial Markets September 2011 - June 2012
Skills
Credit Risk
Education
Northeastern University 2012 — 2017
Candidate for Bachelor of Science, Business Administration (Finance Concentration) and Economics
UBS January 2015 - June 2015
UBS January 2014 - August 2014
Vision Financial Markets September 2011 - June 2012
Skills
Credit Risk
Education
Northeastern University 2012 — 2017
Candidate for Bachelor of Science, Business Administration (Finance Concentration) and Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.