UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
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UBS Employees
Employee
Years
Job
Industry
Melissa Marsh Melissa Marsh's UBS Experience January 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
UBS January 2014 - Present
UBS August 2011 - December 2013
UBS October 2007 - April 2009
KeyBank February 2004 - October 2007
Education
Northern Kentucky University 1994 — 1998
Bachelor of Science, Marketing
Notre Dame Academy 1991 — 1994
St. Henry Elementary
UBS January 2014 - Present
UBS August 2011 - December 2013
UBS October 2007 - April 2009
KeyBank February 2004 - October 2007
Education
Northern Kentucky University 1994 — 1998
Bachelor of Science, Marketing
Notre Dame Academy 1991 — 1994
St. Henry Elementary
Kyle Steffens Kyle Steffens's UBS Experience June 2012 - August 2012
Job Business Analyst at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal September 2014 - Present
Synesi Associates June 2013 - August 2013
UBS June 2012 - August 2012
Tormar Associates, LLC June 2010 - August 2010
Skills
Spanish, Public Speaking, PowerPoint, Microsoft Excel, Stata, Quantitative Research, Market Research, Social Media, Manage Client..., Efficiency, CRM, SPSS, Data Analysis, Capital IQ, Financial Modeling, Microsoft Word, Financial Analysis, Research, Microsoft Office, Economics
Education
Northwestern University 2010 — 2014
Bachelor of Arts (BA), Economics
Fox Lane High School 2006 — 2010
Alvarez & Marsal September 2014 - Present
Synesi Associates June 2013 - August 2013
UBS June 2012 - August 2012
Tormar Associates, LLC June 2010 - August 2010
Skills
Spanish, Public Speaking, PowerPoint, Microsoft Excel, Stata, Quantitative Research, Market Research, Social Media, Manage Client..., Efficiency, CRM, SPSS, Data Analysis, Capital IQ, Financial Modeling, Microsoft Word, Financial Analysis, Research, Microsoft Office, Economics
Education
Northwestern University 2010 — 2014
Bachelor of Arts (BA), Economics
Fox Lane High School 2006 — 2010
Brian Stachnik Brian Stachnik's UBS Experience June 2012 - September 2012
Job Analyst
Industry Information Technology and Services
Experience
Waterstone Management Group January 2015 - Present
FactSet Research Systems September 2013 - January 2015
Northwestern University January 2011 - June 2013
UBS June 2012 - September 2012
Skills
Microsoft Excel, PowerPoint, Data Analysis, Financial Analysis, Microsoft Office, Spanish, Research, SPSS, Microsoft Word, Economics, Stata, Statistics, Market Research
Education
Northwestern University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Psychology
Queen Mary, U. of London 2011 — 2011
Economics
Waterstone Management Group January 2015 - Present
FactSet Research Systems September 2013 - January 2015
Northwestern University January 2011 - June 2013
UBS June 2012 - September 2012
Skills
Microsoft Excel, PowerPoint, Data Analysis, Financial Analysis, Microsoft Office, Spanish, Research, SPSS, Microsoft Word, Economics, Stata, Statistics, Market Research
Education
Northwestern University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Psychology
Queen Mary, U. of London 2011 — 2011
Economics
Andrew Remick Andrew Remick's UBS Experience 2008 - 2009
Job Vice President at CREC Your Florida Partner
Industry Real Estate
Experience
CREC Your Florida Partner 2011 - Present
Flagler (Florida's Leading Commercial Real Estate Firm) 2010 - 2011
UBS 2008 - 2009
Authorized Resources 2007 - 2009
Willis 2007 - 2008
Skills
Disposition, Real Estate, Real Estate Development, Real Estate Economics, Commercial Real Estate, Brokerage, Dispositions, Investment Properties, Real Estate Transactions, Property Management
Education
Nova Southeastern University
Master's Degree, Masters of Science in Real Estate Development (MSRED)
Saint John's University
Bachelor's Degree, Finance
CREC Your Florida Partner 2011 - Present
Flagler (Florida's Leading Commercial Real Estate Firm) 2010 - 2011
UBS 2008 - 2009
Authorized Resources 2007 - 2009
Willis 2007 - 2008
Skills
Disposition, Real Estate, Real Estate Development, Real Estate Economics, Commercial Real Estate, Brokerage, Dispositions, Investment Properties, Real Estate Transactions, Property Management
Education
Nova Southeastern University
Master's Degree, Masters of Science in Real Estate Development (MSRED)
Saint John's University
Bachelor's Degree, Finance
Jeff Darwish Jeff Darwish's UBS Experience 1999 - 2005
Job President of Darwish Financial
Industry Financial Services
Experience
Darwish Financial October 2005 - Present
UBS 1999 - 2005
Skills
CWS - Certified Wealth..., Financial Advisory, Fixed Income Portfolio..., Income Protection, Tax Advantaged..., Managed Money, Long Term Care Insurance, Life Insurance, Company 401(k)s, 401(k) Rollovers, Investments, New Business Development, Retirement Planning, Strategic Planning, Annuity Sales, Marketing Strategy
Education
University of Michigan 1992 — 1994
Bachelor's degree, Finance and Psychology
Nova Southeastern University 1994 — 1996
Master's degree, Mental Health Counseling/Counselor
Darwish Financial October 2005 - Present
UBS 1999 - 2005
Skills
CWS - Certified Wealth..., Financial Advisory, Fixed Income Portfolio..., Income Protection, Tax Advantaged..., Managed Money, Long Term Care Insurance, Life Insurance, Company 401(k)s, 401(k) Rollovers, Investments, New Business Development, Retirement Planning, Strategic Planning, Annuity Sales, Marketing Strategy
Education
University of Michigan 1992 — 1994
Bachelor's degree, Finance and Psychology
Nova Southeastern University 1994 — 1996
Master's degree, Mental Health Counseling/Counselor
Tausif Khan Tausif Khan's UBS Experience October 2014 - Present
Job HR Coordinator at UBS
Industry Human Resources
Experience
UBS October 2014 - Present
N.O.C Systems LLC June 2014 - September 2014
Crius Energy, LLC January 2014 - June 2014
North American Power November 2012 - January 2014
Fairfield County Bank January 2011 - November 2012
TD January 2008 - November 2011
Skills
Sales, Marketing, Customer Service, Microsoft Office, Microsoft Excel, Communication, Networking, Mac OS, Social Networking, Training, Time Management, Leadership, Employee Relations, Sales Management, Social Media Marketing, Analysis
Education
Sacred Heart University 2009 — 2012
Bachelor's degree, Marketing
Norwalk Community College 2006 — 2008
Associate's degree, Science
Norwalk High School 2001 — 2005
Diploma, High Scool
UBS October 2014 - Present
N.O.C Systems LLC June 2014 - September 2014
Crius Energy, LLC January 2014 - June 2014
North American Power November 2012 - January 2014
Fairfield County Bank January 2011 - November 2012
TD January 2008 - November 2011
Skills
Sales, Marketing, Customer Service, Microsoft Office, Microsoft Excel, Communication, Networking, Mac OS, Social Networking, Training, Time Management, Leadership, Employee Relations, Sales Management, Social Media Marketing, Analysis
Education
Sacred Heart University 2009 — 2012
Bachelor's degree, Marketing
Norwalk Community College 2006 — 2008
Associate's degree, Science
Norwalk High School 2001 — 2005
Diploma, High Scool
Alix Tucci's UBS Experience May 2014 - July 2014
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
MedSafety December 2010 - May 2015
NSU Swim Club September 2014 - January 2015
UBS May 2014 - July 2014
Razor's Edge Leadership Program August 2012 - May 2014
CRAE Investment Management Group August 2013 - December 2013
Merrill Lynch February 2013 - May 2013
NSU Swimming & Diving August 2011 - October 2012
Carrabba’s Italian Grill April 2012 - August 2012
The Loop Pizza & Grill April 2011 - August 2011
Skills
Fundraising, Management, Sales, Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Leadership, Outlook, Teamwork, Social Networking, Time Management
Education
Nova Southeastern University 2011 — 2015
Bachelor's Degree, Finance, 3.88
Vanguard June 2015 - Present
MedSafety December 2010 - May 2015
NSU Swim Club September 2014 - January 2015
UBS May 2014 - July 2014
Razor's Edge Leadership Program August 2012 - May 2014
CRAE Investment Management Group August 2013 - December 2013
Merrill Lynch February 2013 - May 2013
NSU Swimming & Diving August 2011 - October 2012
Carrabba’s Italian Grill April 2012 - August 2012
The Loop Pizza & Grill April 2011 - August 2011
Skills
Fundraising, Management, Sales, Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Leadership, Outlook, Teamwork, Social Networking, Time Management
Education
Nova Southeastern University 2011 — 2015
Bachelor's Degree, Finance, 3.88
Rena Xu's UBS Experience June 2015 - August 2015
Job Student at Northwestern University
Industry Banking
Experience
DaringQ Foundation January 2013 - Present
UBS June 2015 - August 2015
CICC August 2014 - September 2014
Network for Nonprofit and Social Impact February 2014 - August 2014
Kellogg School of Management September 2013 - February 2014
Standard Chartered Bank July 2013 - August 2013
Skills
Econometrics, Microsoft Office, Microsoft Word, Statistics, PowerPoint, Data Analysis, Stata, Research, Economics, Public Speaking, Matlab, Mandarin, Financial Modeling, Social Media
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Kellogg Certificate Program for Undergraduates in Financial Economics
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Mathematical Methods in Social Sciences, Economics, Music Concentration
DaringQ Foundation January 2013 - Present
UBS June 2015 - August 2015
CICC August 2014 - September 2014
Network for Nonprofit and Social Impact February 2014 - August 2014
Kellogg School of Management September 2013 - February 2014
Standard Chartered Bank July 2013 - August 2013
Skills
Econometrics, Microsoft Office, Microsoft Word, Statistics, PowerPoint, Data Analysis, Stata, Research, Economics, Public Speaking, Matlab, Mandarin, Financial Modeling, Social Media
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Kellogg Certificate Program for Undergraduates in Financial Economics
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Mathematical Methods in Social Sciences, Economics, Music Concentration
Michael Phillips Michael Phillips's UBS Experience December 1987 - October 1999
Job EVP, CISO Rosenthal Collins Group, LLC
Industry Financial Services
Experience
Rosenthal Collins Group April 2008 - Present
Arts & Business Council of Chicago 2007 - Present
Luminant Group, LLC April 2006 - Present
Cassandra Capital Partners LLC June 2007 - December 2007
Federal Reserve Bank of Chicago July 2000 - November 2006
Emerald Technologies October 1999 - November 2000
UBS December 1987 - October 1999
O'Connor & Assoc. 1992 - 1996
Track Data Corp 1985 - 1987
Skills
Security, ITIL, IT Audit, Risk Management, IT Strategy, Enterprise Risk..., Risk, Compliance, Business Continuity, Risk Mitigation, Management Consulting, Program Management, IT Governance, Strategic Planning, Business Analysis, SOX, Disaster Recovery, Change Management, Vendor Management, CISSP, Cloud Computing, Network Security, IT Management, Enterprise Architecture, SDLC, Process Improvement, Process Engineering, Mergers, IT Operations, Information Security..., Executive Management, Start-ups, Integration, Policy, Contract Negotiations, Business Intelligence, Customer Relations, Banking, Business Strategy, Identity Management, Risk Assessment, Analysis, Problem Solving, Team Building, Financial Risk, Governance, Strategy, Management, Contract Negotiation, Leadership
Education
Northwestern University, J. L. Kellogg Graduate School of Management, USA 2004 — 2006
MBA
Northwestern University 1996 — 2000
BphilComm
DeVry Institute of Technology 1983 — 1985
Electronic Technician Diploma
Rosenthal Collins Group April 2008 - Present
Arts & Business Council of Chicago 2007 - Present
Luminant Group, LLC April 2006 - Present
Cassandra Capital Partners LLC June 2007 - December 2007
Federal Reserve Bank of Chicago July 2000 - November 2006
Emerald Technologies October 1999 - November 2000
UBS December 1987 - October 1999
O'Connor & Assoc. 1992 - 1996
Track Data Corp 1985 - 1987
Skills
Security, ITIL, IT Audit, Risk Management, IT Strategy, Enterprise Risk..., Risk, Compliance, Business Continuity, Risk Mitigation, Management Consulting, Program Management, IT Governance, Strategic Planning, Business Analysis, SOX, Disaster Recovery, Change Management, Vendor Management, CISSP, Cloud Computing, Network Security, IT Management, Enterprise Architecture, SDLC, Process Improvement, Process Engineering, Mergers, IT Operations, Information Security..., Executive Management, Start-ups, Integration, Policy, Contract Negotiations, Business Intelligence, Customer Relations, Banking, Business Strategy, Identity Management, Risk Assessment, Analysis, Problem Solving, Team Building, Financial Risk, Governance, Strategy, Management, Contract Negotiation, Leadership
Education
Northwestern University, J. L. Kellogg Graduate School of Management, USA 2004 — 2006
MBA
Northwestern University 1996 — 2000
BphilComm
DeVry Institute of Technology 1983 — 1985
Electronic Technician Diploma
Philip Stephens Philip Stephens's UBS Experience 1991 - 1996
Job Finance Professional
Industry Nonprofit Organization Management
Experience
Mission Edge San Diego May 2014 - Present
Independent Financial Consultant 2013 - Present
Classic Foods, Inc. 2007 - 2012
ORYXE International Inc. 2004 - 2006
Independent Financial Consultant 2002 - 2004
Edison Capital, An Edison International Company 1996 - 2001
UBS 1991 - 1996
Skills
Budgets, Project Management, Team Building, Strategic Planning, Inventory Management, Cross-functional Team..., Financial Modeling, Financial Reporting, Forecasting, Marketing, Supply Chain Management, Treasury Management, Banking Relationships, Venture Financing, Commercial Leasing, Commercial Lending, Credit Analysis, Asset Based Lending, Loan Work-outs, Asset Management, Compliance, Food Service, Food Manufacturing, Retail Sales, Alternative Energy, Oil & Gas Industry, Power Utilities, Start-ups, Early Stage Companies, Business Planning, New Business Development, Risk Management, Cash Management, Restructuring, Portfolio Management, Executive Management, Financial Analysis, Credit, Strategy, Analysis, Finance, Investments, Acquisition Integration, Process Improvement, Management, Accounting, Venture Capital, Leadership
Education
University of Southern California - Marshall School of Business 1982 — 1984
B.S., Finance
Occidental College 1980 — 1981
Economics
Mission Edge San Diego May 2014 - Present
Independent Financial Consultant 2013 - Present
Classic Foods, Inc. 2007 - 2012
ORYXE International Inc. 2004 - 2006
Independent Financial Consultant 2002 - 2004
Edison Capital, An Edison International Company 1996 - 2001
UBS 1991 - 1996
Skills
Budgets, Project Management, Team Building, Strategic Planning, Inventory Management, Cross-functional Team..., Financial Modeling, Financial Reporting, Forecasting, Marketing, Supply Chain Management, Treasury Management, Banking Relationships, Venture Financing, Commercial Leasing, Commercial Lending, Credit Analysis, Asset Based Lending, Loan Work-outs, Asset Management, Compliance, Food Service, Food Manufacturing, Retail Sales, Alternative Energy, Oil & Gas Industry, Power Utilities, Start-ups, Early Stage Companies, Business Planning, New Business Development, Risk Management, Cash Management, Restructuring, Portfolio Management, Executive Management, Financial Analysis, Credit, Strategy, Analysis, Finance, Investments, Acquisition Integration, Process Improvement, Management, Accounting, Venture Capital, Leadership
Education
University of Southern California - Marshall School of Business 1982 — 1984
B.S., Finance
Occidental College 1980 — 1981
Economics
Patrick Hammond Patrick Hammond's UBS Experience May 2010 - August 2010
Job Senior Associate at Fortis Net Lease
Industry Commercial Real Estate
Experience
Fortis Net Lease January 2012 - Present
Brady's Business Systems June 2011 - January 2012
UBS May 2010 - August 2010
Skills
Customer Service, Marketing, Sales, Investment Properties, Real Estate, Investments, Microsoft Office Suite, Disposition, Leases, Finance, Negotiation, Microsoft Excel, Net Lease Retail, Acquisitions, Net Lease Investment...
Education
Oakland University 2006 — 2011
Bachelor of Science, Finance
Powers Catholic High School 2002 — 2006
Fortis Net Lease January 2012 - Present
Brady's Business Systems June 2011 - January 2012
UBS May 2010 - August 2010
Skills
Customer Service, Marketing, Sales, Investment Properties, Real Estate, Investments, Microsoft Office Suite, Disposition, Leases, Finance, Negotiation, Microsoft Excel, Net Lease Retail, Acquisitions, Net Lease Investment...
Education
Oakland University 2006 — 2011
Bachelor of Science, Finance
Powers Catholic High School 2002 — 2006
Ryan Libster Ryan Libster's UBS Experience June 2012 - November 2012
Job Introducing Dropbox for Business to the world of media and entertainment
Industry Internet
Experience
Dropbox April 2015 - Present
Dropbox June 2014 - March 2015
Dropbox January 2014 - May 2014
Uversity, Inc. July 2013 - January 2014
Uversity, Inc. January 2013 - June 2013
Seraphin Partners November 2012 - December 2012
UBS June 2012 - November 2012
Northern Trust January 2011 - May 2012
Northern Trust August 2009 - January 2011
BNP Paribas June 2008 - August 2008
Skills
Financial Markets, Volunteer Management, High Net Worth..., Wealth Management, Structured Products, Equities, Fixed Income, Asset Managment, Portfolio Management, Social Media, Bloomberg Terminal, Derivatives, Options, Trading Systems, Investment Advisory, Relationship Management, Securities, Strategy, Microsoft Excel, Business Development, Strategic Selling
Education
Northwestern University
Bachelor of Arts (B.A.), Psychology; Minor in Business Institutions
Moorestown High School
The University of Chicago
Financial Accounting
Dropbox April 2015 - Present
Dropbox June 2014 - March 2015
Dropbox January 2014 - May 2014
Uversity, Inc. July 2013 - January 2014
Uversity, Inc. January 2013 - June 2013
Seraphin Partners November 2012 - December 2012
UBS June 2012 - November 2012
Northern Trust January 2011 - May 2012
Northern Trust August 2009 - January 2011
BNP Paribas June 2008 - August 2008
Skills
Financial Markets, Volunteer Management, High Net Worth..., Wealth Management, Structured Products, Equities, Fixed Income, Asset Managment, Portfolio Management, Social Media, Bloomberg Terminal, Derivatives, Options, Trading Systems, Investment Advisory, Relationship Management, Securities, Strategy, Microsoft Excel, Business Development, Strategic Selling
Education
Northwestern University
Bachelor of Arts (B.A.), Psychology; Minor in Business Institutions
Moorestown High School
The University of Chicago
Financial Accounting
Marina Feldman Marina Feldman's UBS Experience January 2004 - June 2004
Job Product Marketing Manager at Quantcast
Industry Marketing and Advertising
Experience
Quantcast September 2014 - Present
Gap Inc. August 2011 - August 2014
Ford Motor Company June 2010 - August 2010
InsightExpress January 2008 - August 2009
InsightExpress January 2007 - January 2008
Equilar July 2005 - January 2007
Moms In Motion February 2005 - May 2005
UBS January 2004 - June 2004
Skills
Online Advertising, Integrated Marketing, Competitive Analysis, Business Strategy, Strategy, Direct Marketing, Analytics, Marketing Research, Segmentation, Online Marketing
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Marketing, Management & Strategy, Management & Organizations
University of California, Santa Barbara 2001 — 2005
BA, Business Economics, Mathematics
Quantcast September 2014 - Present
Gap Inc. August 2011 - August 2014
Ford Motor Company June 2010 - August 2010
InsightExpress January 2008 - August 2009
InsightExpress January 2007 - January 2008
Equilar July 2005 - January 2007
Moms In Motion February 2005 - May 2005
UBS January 2004 - June 2004
Skills
Online Advertising, Integrated Marketing, Competitive Analysis, Business Strategy, Strategy, Direct Marketing, Analytics, Marketing Research, Segmentation, Online Marketing
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Marketing, Management & Strategy, Management & Organizations
University of California, Santa Barbara 2001 — 2005
BA, Business Economics, Mathematics
Sam Othman Sam Othman's UBS Experience May 2011 - August 2011
Job Supply Chain Analyst at General Motors
Industry Automotive
Experience
General Motors October 2014 - Present
Ford Motor Company January 2014 - October 2014
Comau July 2013 - January 2014
Hantz Financial February 2012 - July 2013
Darden April 2010 - October 2012
UBS May 2011 - August 2011
Skills
Training and Development, Marketing Strategy, Telemarketing, Public Speaking, Sales Presentations, Investment Strategies, Financial Analysis, Financial Risk, Financial Modeling, Microsoft Office, Relationship Marketing, Relationship Management, Analysis, Sales
Education
Oakland University 2008 — 2011
Bachelor of Science (BS), Finance, General
Northwood University 2007 — 2008
General Motors October 2014 - Present
Ford Motor Company January 2014 - October 2014
Comau July 2013 - January 2014
Hantz Financial February 2012 - July 2013
Darden April 2010 - October 2012
UBS May 2011 - August 2011
Skills
Training and Development, Marketing Strategy, Telemarketing, Public Speaking, Sales Presentations, Investment Strategies, Financial Analysis, Financial Risk, Financial Modeling, Microsoft Office, Relationship Marketing, Relationship Management, Analysis, Sales
Education
Oakland University 2008 — 2011
Bachelor of Science (BS), Finance, General
Northwood University 2007 — 2008
Jessie Thompson Jessie Thompson's UBS Experience March 2011 - Present
Job IT Technical Support at UBS
Industry Computer Hardware
Experience
UBS March 2011 - Present
Aon Hewitt March 2010 - March 2011
Skills
Active Directory, XP, Technical Support, Computer Hardware, Laptops, Troubleshooting, BMC Remedy, Microsoft Office, Visual Basic, Windows 7, Operating Systems, Hardware, Networking, Windows Vista, Information Technology, HP, Help Desk Support, Servers, Software Installation, Printers, Software Documentation, System Deployment, Network Administration, Windows Server, Windows XP
Education
Norwalk Community College 2008 — 2011
Associate of Science (A.S.), Information Technology
UBS March 2011 - Present
Aon Hewitt March 2010 - March 2011
Skills
Active Directory, XP, Technical Support, Computer Hardware, Laptops, Troubleshooting, BMC Remedy, Microsoft Office, Visual Basic, Windows 7, Operating Systems, Hardware, Networking, Windows Vista, Information Technology, HP, Help Desk Support, Servers, Software Installation, Printers, Software Documentation, System Deployment, Network Administration, Windows Server, Windows XP
Education
Norwalk Community College 2008 — 2011
Associate of Science (A.S.), Information Technology
John Fahrmeier John Fahrmeier's UBS Experience October 2000 - Present
Job Senior Vice President Wealth Management
Industry Investment Management
Experience
UBS October 2000 - Present
Northern Trust Corporation October 1993 - October 2000
National Australia Bank October 1989 - October 1991
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA, Finance and Accounting
Northwestern University 1983 — 1987
BA, Political Science
UBS October 2000 - Present
Northern Trust Corporation October 1993 - October 2000
National Australia Bank October 1989 - October 1991
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA, Finance and Accounting
Northwestern University 1983 — 1987
BA, Political Science
Jacob Capets Jacob Capets's UBS Experience November 2007 - February 2008
Job Office Manager at MicroHealth LLC.
Industry Information Technology and Services
Experience
Giannotto Clinic February 2009 - September 2013
UBS November 2007 - February 2008
Booz Allen Hamilton September 2006 - April 2007
Skills
Microsoft Office, Customer Service, Coaching, Strategic Planning, Social Media, Teaching, Research, Team Building, Event Planning
Education
South Lakes High School 1999 — 2002
3.8
Northern Virginia Community College
Giannotto Clinic February 2009 - September 2013
UBS November 2007 - February 2008
Booz Allen Hamilton September 2006 - April 2007
Skills
Microsoft Office, Customer Service, Coaching, Strategic Planning, Social Media, Teaching, Research, Team Building, Event Planning
Education
South Lakes High School 1999 — 2002
3.8
Northern Virginia Community College
Dmitry Soldatkin Dmitry Soldatkin's UBS Experience March 2005 - December 2012
Job Database Team Lead at AIG
Industry Financial Services
Experience
AIG July 2014 - Present
AIG January 2013 - June 2014
UBS March 2005 - December 2012
GRT Corporation May 1999 - February 2005
CFT May 1993 - April 1999
Skills
Oracle, PL/SQL, Databases, Oracle RAC, Data Warehousing, ETL, Unix, Data Migration, Performance Tuning, SQL Tuning, Software Development
Education
Novosibirsk State University (NSU)
MS, Physics
AIG July 2014 - Present
AIG January 2013 - June 2014
UBS March 2005 - December 2012
GRT Corporation May 1999 - February 2005
CFT May 1993 - April 1999
Skills
Oracle, PL/SQL, Databases, Oracle RAC, Data Warehousing, ETL, Unix, Data Migration, Performance Tuning, SQL Tuning, Software Development
Education
Novosibirsk State University (NSU)
MS, Physics
Kevin Pomaville Kevin Pomaville's UBS Experience January 2009 - May 2009
Job Deloitte
Industry Management Consulting
Experience
Deloitte June 2015 - Present
Information Services Group April 2014 - June 2015
Information Services Group April 2012 - April 2014
Information Services Group January 2012 - April 2012
Information Services Group January 2010 - January 2012
Flagstar Bank May 2009 - December 2009
UBS January 2009 - May 2009
PricewaterhouseCoopers May 2008 - May 2008
Skills
Contract Pricing, Organizational Design, Price Forecasting, Financial Modeling, Consulting, Financial Accounting, Corporate Finance, Financial Reporting, ITIL v3 Foundations...
Education
Oakland University 2005 — 2009
Bachelor of Science, Finance
Deloitte June 2015 - Present
Information Services Group April 2014 - June 2015
Information Services Group April 2012 - April 2014
Information Services Group January 2012 - April 2012
Information Services Group January 2010 - January 2012
Flagstar Bank May 2009 - December 2009
UBS January 2009 - May 2009
PricewaterhouseCoopers May 2008 - May 2008
Skills
Contract Pricing, Organizational Design, Price Forecasting, Financial Modeling, Consulting, Financial Accounting, Corporate Finance, Financial Reporting, ITIL v3 Foundations...
Education
Oakland University 2005 — 2009
Bachelor of Science, Finance
Colby Everett Colby Everett's UBS Experience September 2012 - November 2012
Job Brokerage Services
Industry Real Estate
Experience
CBRE June 2014 - Present
Swearingen Realty Group November 2013 - June 2014
NCAA 2009 - 2013
UBS September 2012 - November 2012
Education
Northwestern University 2009 — 2013
Horizon High School 2005 — 2009
CBRE June 2014 - Present
Swearingen Realty Group November 2013 - June 2014
NCAA 2009 - 2013
UBS September 2012 - November 2012
Education
Northwestern University 2009 — 2013
Horizon High School 2005 — 2009
Raymon Ayroso Raymon Ayroso's UBS Experience 2007 - 2009
Job Realtor & BrokerOwner, Arcadia Global Realty
Industry Real Estate
Experience
Arcadia Global Realty 2011 - Present
RELogic Realty 2009 - 2011
UBS 2007 - 2009
Edge Dynamics 2005 - 2007
Coldwell Banker 2005 - 2007
Oracle Corporation June 1999 - January 2005
A.T. Kearney November 1997 - February 1999
IBM Philippines November 1991 - June 1995
SGV & Co./Andersen Consulting November 1989 - October 1991
Skills
Marketing
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance and Marketing
University of the Philippines 1984 — 1989
B.S., Electrical Engineering
St. Stephen's High School 1980 — 1984
High School Diploma
Arcadia Global Realty 2011 - Present
RELogic Realty 2009 - 2011
UBS 2007 - 2009
Edge Dynamics 2005 - 2007
Coldwell Banker 2005 - 2007
Oracle Corporation June 1999 - January 2005
A.T. Kearney November 1997 - February 1999
IBM Philippines November 1991 - June 1995
SGV & Co./Andersen Consulting November 1989 - October 1991
Skills
Marketing
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance and Marketing
University of the Philippines 1984 — 1989
B.S., Electrical Engineering
St. Stephen's High School 1980 — 1984
High School Diploma
Candice Choi's UBS Experience June 2012 - August 2012
Job Analyst at Analysis Group
Industry Financial Services
Experience
Analysis Group August 2014 - Present
Northwestern University March 2012 - Present
Goldman Sachs June 2013 - August 2013
UBS June 2012 - August 2012
American Liver Foundation June 2011 - September 2011
Education
Northwestern University 2010 — 2014
West Bloomfield
Analysis Group August 2014 - Present
Northwestern University March 2012 - Present
Goldman Sachs June 2013 - August 2013
UBS June 2012 - August 2012
American Liver Foundation June 2011 - September 2011
Education
Northwestern University 2010 — 2014
West Bloomfield
Bryan Tao Bi's UBS Experience August 2011 - September 2011
Job Investment Management Analyst at JPMAM
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2013 - Present
Citi June 2012 - August 2012
UBS August 2011 - September 2011
Skills
Portfolio Management, Financial Modeling, Data Analysis, Economics, Investment Banking, Bloomberg, Behavioral Finance, Statistics
Education
Northwestern University 2009 — 2013
BA, Mathematics, Economics
Culver Academy 2007 — 2009
High School
Beijing High School No 4 2005 — 2007
High School
J.P. Morgan Asset Management July 2013 - Present
Citi June 2012 - August 2012
UBS August 2011 - September 2011
Skills
Portfolio Management, Financial Modeling, Data Analysis, Economics, Investment Banking, Bloomberg, Behavioral Finance, Statistics
Education
Northwestern University 2009 — 2013
BA, Mathematics, Economics
Culver Academy 2007 — 2009
High School
Beijing High School No 4 2005 — 2007
High School
Marc Wambaugh, CFP® Marc Wambaugh, CFP®'s UBS Experience 1999 - 2002
Job Financial Advisor/ CSA Financial Advisors, Ltd.
Industry Investment Management
Experience
CSA Financial Advisors, Ltd. June 2006 - Present
Fidelity Investments 2004 - 2006
Mass Mutual Financial Group 2002 - 2004
UBS 1999 - 2002
Lifetime Financial Planning 1997 - 1999
Education
Northern Kentucky University 2005 — 2008
MACC, Accounting
The Ohio State University 1991 — 1996
BA, Classics
CSA Financial Advisors, Ltd. June 2006 - Present
Fidelity Investments 2004 - 2006
Mass Mutual Financial Group 2002 - 2004
UBS 1999 - 2002
Lifetime Financial Planning 1997 - 1999
Education
Northern Kentucky University 2005 — 2008
MACC, Accounting
The Ohio State University 1991 — 1996
BA, Classics
Robert Broughton's UBS Experience November 2014 - Present
Job Managing Director, Head of Regional Controlling Americas at UBS
Industry Financial Services
Experience
UBS November 2014 - Present
KPMG Advisory September 2010 - November 2014
Morgan Stanley Smith Barney May 2008 - September 2010
Deutsche Bank 2002 - 2008
KPMG Advisory 1999 - 2002
The Dover Group 1997 - 1999
Financial Industry Regulatory Authority 1993 - 1997
Skills
Management Consulting, Governance, Risk Management, Program Management, Operational Efficiency, Business Process..., Business Systems..., Business Intelligence, Finance Transformation, Outsourcing Advisory, Financial Modeling, Sarbanes-Oxley Act, Outsourcing, Managerial Finance, Operational Risk, Financial Analysis, Asset Management, Mergers & Acquisitions, Due Diligence, Financial Services, Change Management, Corporate Finance, Analysis, Portfolio Management, Finance, Business Transformation, Management, Internal Audit, Enterprise Risk..., Restructuring, Valuation, Financial Reporting, IFRS, Banking, Capital Markets, Cash Management, Acquisition Integration, Financial Risk, Private Equity, Auditing, Internal Controls, Corporate Governance, Executive Management
Education
Northwestern State University 1988 — 1991
BS, Business Administration
UBS November 2014 - Present
KPMG Advisory September 2010 - November 2014
Morgan Stanley Smith Barney May 2008 - September 2010
Deutsche Bank 2002 - 2008
KPMG Advisory 1999 - 2002
The Dover Group 1997 - 1999
Financial Industry Regulatory Authority 1993 - 1997
Skills
Management Consulting, Governance, Risk Management, Program Management, Operational Efficiency, Business Process..., Business Systems..., Business Intelligence, Finance Transformation, Outsourcing Advisory, Financial Modeling, Sarbanes-Oxley Act, Outsourcing, Managerial Finance, Operational Risk, Financial Analysis, Asset Management, Mergers & Acquisitions, Due Diligence, Financial Services, Change Management, Corporate Finance, Analysis, Portfolio Management, Finance, Business Transformation, Management, Internal Audit, Enterprise Risk..., Restructuring, Valuation, Financial Reporting, IFRS, Banking, Capital Markets, Cash Management, Acquisition Integration, Financial Risk, Private Equity, Auditing, Internal Controls, Corporate Governance, Executive Management
Education
Northwestern State University 1988 — 1991
BS, Business Administration
Patrick Roberson's UBS Experience August 2008 - Present
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS August 2008 - Present
Merrill Lynch June 2004 - August 2008
Skills
Portfolio Management, Wealth Management, Series 7, Retirement Planning, Finance, Customer Service, Management, Strategic Financial..., Strategic Planning, Team Building, Leadership, Sales Management, Asset Allocation, Asset Management, Series 63, Public Speaking, Marketing Strategy
Education
Northern Kentucky University 1988 — 1993
BS, Labor and Industrial Relations
Scott High School 1984 — 1988
UBS August 2008 - Present
Merrill Lynch June 2004 - August 2008
Skills
Portfolio Management, Wealth Management, Series 7, Retirement Planning, Finance, Customer Service, Management, Strategic Financial..., Strategic Planning, Team Building, Leadership, Sales Management, Asset Allocation, Asset Management, Series 63, Public Speaking, Marketing Strategy
Education
Northern Kentucky University 1988 — 1993
BS, Labor and Industrial Relations
Scott High School 1984 — 1988
Adam Bornstein Adam Bornstein's UBS Experience November 2004 - October 2010
Job Senior Vice President, Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
UBS November 2004 - October 2010
Morgan Stanley Private Wealth Management February 1994 - November 2004
Skills
Wealth Management, Asset Allocation, Investments, Retirement Planning, Asset Management, Mutual Funds, Mortgage Lending, Loans, Banking
Education
University of Wisconsin-Madison 1983 — 1987
Northwestern University 1987 — 1988
Merrill Lynch October 2010 - Present
UBS November 2004 - October 2010
Morgan Stanley Private Wealth Management February 1994 - November 2004
Skills
Wealth Management, Asset Allocation, Investments, Retirement Planning, Asset Management, Mutual Funds, Mortgage Lending, Loans, Banking
Education
University of Wisconsin-Madison 1983 — 1987
Northwestern University 1987 — 1988
Aditi Bose Aditi Bose's UBS Experience June 2009 - April 2010
Job Software Developer at AdaptiGroup LLC
Industry Computer & Network Security
Experience
AdaptiGroup LLC March 2012 - Present
School January 2003 - June 2011
Amdocs April 2010 - August 2010
UBS June 2009 - April 2010
Motorola Good Technology January 2007 - June 2009
Skills
Unix, Perl, Linux, Servers, Shell Scripting, C++, C#, .NET, CSS, JavaScript, jQuery, SQL, Node.js, Jade, Java, Testing, Oracle, VMware
Education
Northwestern University 2010 — 2011
Masters, Computer Science, 3.5
USIT 2003 — 2007
Bachelor of Technology, Information Technology
AdaptiGroup LLC March 2012 - Present
School January 2003 - June 2011
Amdocs April 2010 - August 2010
UBS June 2009 - April 2010
Motorola Good Technology January 2007 - June 2009
Skills
Unix, Perl, Linux, Servers, Shell Scripting, C++, C#, .NET, CSS, JavaScript, jQuery, SQL, Node.js, Jade, Java, Testing, Oracle, VMware
Education
Northwestern University 2010 — 2011
Masters, Computer Science, 3.5
USIT 2003 — 2007
Bachelor of Technology, Information Technology
Russell Coy-Burt Russell Coy-Burt's UBS Experience February 2004 - September 2006
Job Management Professional
Industry Financial Services
Experience
Wachovia Securities Financial Network 2007 - 2008
UBS February 2004 - September 2006
UBS January 2003 - February 2004
Merrill Lynch August 2001 - August 2003
Merrill Lynch April 1999 - August 2001
Merrill Lynch April 1997 - April 1999
Merrill Lynch April 1996 - April 1997
Merrill Lynch February 1992 - April 1996
Royal Air Force October 1975 - March 1992
Skills
Wealth Management, Series 7, Alternative Investments, Risk Management, Portfolio Management, Investment Strategies, Financial Analysis, Series 63, Six Sigma Black Belt, Fixed Income, Equities, Investments, Asset Managment, Retirement Planning, Strategic Financial..., Insurance, Life Insurance, Securities, FINRA, Mutual Funds, Hedge Funds, Asset Allocation, Options, Investment Advisory, Finance, Series 65, Asset Management, Financial Services
Education
Northwood University - Richard DeVos Graduate School of Management 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Wachovia Securities Financial Network 2007 - 2008
UBS February 2004 - September 2006
UBS January 2003 - February 2004
Merrill Lynch August 2001 - August 2003
Merrill Lynch April 1999 - August 2001
Merrill Lynch April 1997 - April 1999
Merrill Lynch April 1996 - April 1997
Merrill Lynch February 1992 - April 1996
Royal Air Force October 1975 - March 1992
Skills
Wealth Management, Series 7, Alternative Investments, Risk Management, Portfolio Management, Investment Strategies, Financial Analysis, Series 63, Six Sigma Black Belt, Fixed Income, Equities, Investments, Asset Managment, Retirement Planning, Strategic Financial..., Insurance, Life Insurance, Securities, FINRA, Mutual Funds, Hedge Funds, Asset Allocation, Options, Investment Advisory, Finance, Series 65, Asset Management, Financial Services
Education
Northwood University - Richard DeVos Graduate School of Management 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Christopher Millen, MBA Christopher Millen, MBA's UBS Experience 2007 - 2009
Job Creative Product Manager | Mobile Products | Agile Project Manager | Product Strategist | Business Analyst
Industry Financial Services
Experience
TIAA-CREF 2014 - Present
Fiserv 2010 - 2014
Fiserv 2009 - 2010
UBS 2007 - 2009
UBS 2003 - 2007
UBS 2000 - 2003
UBS (previously PaineWebber) 1997 - 2000
UBS (previously PaineWebber) 1992 - 1997
UBS (previously PaineWebber) 1989 - 1992
Skills
Product Management, Program Management, Portfolio Management, Integration, Retirement, Agile Project Management, Fixed Income, Strategic Financial..., Project Management, Business Analysis, Insurance, Requirements Analysis, Financial Services, Investments, Capital Markets, Pricing Strategy, Retirement Planning, Project Portfolio..., Process Improvement, Finance, SDLC, Equities, Vendor Management, Performance Measurement, Management, Software Project..., Proposal Writing, User Experience, Mobile Design, Separately Managed..., Unified Managed Accounts
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Northwestern University
Bachelor of Arts (BA), Computer Studies
The American College 2011 — 2013
CFP Board-Registered Program, Financial Planning
TIAA-CREF 2014 - Present
Fiserv 2010 - 2014
Fiserv 2009 - 2010
UBS 2007 - 2009
UBS 2003 - 2007
UBS 2000 - 2003
UBS (previously PaineWebber) 1997 - 2000
UBS (previously PaineWebber) 1992 - 1997
UBS (previously PaineWebber) 1989 - 1992
Skills
Product Management, Program Management, Portfolio Management, Integration, Retirement, Agile Project Management, Fixed Income, Strategic Financial..., Project Management, Business Analysis, Insurance, Requirements Analysis, Financial Services, Investments, Capital Markets, Pricing Strategy, Retirement Planning, Project Portfolio..., Process Improvement, Finance, SDLC, Equities, Vendor Management, Performance Measurement, Management, Software Project..., Proposal Writing, User Experience, Mobile Design, Separately Managed..., Unified Managed Accounts
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Northwestern University
Bachelor of Arts (BA), Computer Studies
The American College 2011 — 2013
CFP Board-Registered Program, Financial Planning
Shauna Colpitts's UBS Experience January 2015 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
UBS October 2013 - December 2014
Real Estate One December 2008 - October 2013
Skills
Customer Service, Office Administration, Microsoft Excel
Education
Oakland University 2008 — 2014
Bachelor of Science (BS), Finance
UBS January 2015 - Present
UBS October 2013 - December 2014
Real Estate One December 2008 - October 2013
Skills
Customer Service, Office Administration, Microsoft Excel
Education
Oakland University 2008 — 2014
Bachelor of Science (BS), Finance
Ryan Farinacci's UBS Experience December 2013 - Present
Job Branch Office Admin at UBS
Industry Financial Services
Experience
UBS December 2013 - Present
J.P. Morgan February 2011 - November 2013
Skills
Series 7, Series 63, Windows, Linux, Microsoft Excel, Series 6, Life & Health Insurance..., Private Banking, Wealth Management, Client Liaison
Education
Nova Southeastern University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General, 3.68
UBS December 2013 - Present
J.P. Morgan February 2011 - November 2013
Skills
Series 7, Series 63, Windows, Linux, Microsoft Excel, Series 6, Life & Health Insurance..., Private Banking, Wealth Management, Client Liaison
Education
Nova Southeastern University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General, 3.68
Cecilia Carter's UBS Experience October 2006 - December 2010
Job Vice President HR Communications at PepsiCo
Industry Public Relations and Communications
Experience
Starbucks January 2011 - January 2013
UBS October 2006 - December 2010
Burson-Marsteller January 2004 - September 2006
The Rhythm and Blues Foundation 2002 - 2004
General Electric 1989 - 2002
American Express 1987 - 1989
American Express 1987 - 1989
American Express 1987 - 1989
American Express 1987 - 1989
Skills
Strategic Planning, Corporate Communications, Strategic Communications, Public Relations, Internal Communications, Crisis Communications, Communication Training, Marketing Communications, Media Relations, Public Speaking, Social Media, Social Media Marketing, Advertising, Marketing Strategy, Non-profits, Press Releases, Event Management, Leadership, Strategic Partnerships, Strategy, Business Development, Executive Management, Integrated Marketing, Marketing, Business Strategy, New Business Development, Budgets, Corporate Branding, Fundraising, Leadership Development
Education
Northwestern University - Kellogg School of Management 1981 — 1985
MBA, Marketing/Finance
Northwestern University 1976 — 1980
BA, Psychology
Hawken 1972 — 1976
Diploma, college prep
Starbucks January 2011 - January 2013
UBS October 2006 - December 2010
Burson-Marsteller January 2004 - September 2006
The Rhythm and Blues Foundation 2002 - 2004
General Electric 1989 - 2002
American Express 1987 - 1989
American Express 1987 - 1989
American Express 1987 - 1989
American Express 1987 - 1989
Skills
Strategic Planning, Corporate Communications, Strategic Communications, Public Relations, Internal Communications, Crisis Communications, Communication Training, Marketing Communications, Media Relations, Public Speaking, Social Media, Social Media Marketing, Advertising, Marketing Strategy, Non-profits, Press Releases, Event Management, Leadership, Strategic Partnerships, Strategy, Business Development, Executive Management, Integrated Marketing, Marketing, Business Strategy, New Business Development, Budgets, Corporate Branding, Fundraising, Leadership Development
Education
Northwestern University - Kellogg School of Management 1981 — 1985
MBA, Marketing/Finance
Northwestern University 1976 — 1980
BA, Psychology
Hawken 1972 — 1976
Diploma, college prep
Matthew Anstie's UBS Experience 2006 - 2007
Job Agency Owner
Industry Insurance
Experience
Michigan Farm Bureau October 2013 - Present
Farm Bureau Financial Services October 2013 - Present
State Farm January 2009 - June 2013
Western & Southern Financial 2008 - 2009
The Private Bank And Trust Company January 2007 - December 2007
UBS 2006 - 2007
Smith Barney Citigroup 2005 - 2006
Target 2000 - 2005
Skills
Sales, Management, Sales Management, Sales & Marketing..., Finance, Recruiting, Retail Sales, Store Management, New Store Openings, New Store Development, Networking, Social Networking, Training, Sales Leads, Referrals, Business Strategy, Business Planning, Microsoft Excel, PowerPoint, Microsoft Word, Access, Prospect Research, Sales Prospecting, Prospecting Skills, Finacial Management, Portfolio Management, Cold Calling, Selling
Education
University of Phoenix 2008 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Oakland University 2001 — 2006
Bachelor of Science (BS), Marketing Finance
Michigan Farm Bureau October 2013 - Present
Farm Bureau Financial Services October 2013 - Present
State Farm January 2009 - June 2013
Western & Southern Financial 2008 - 2009
The Private Bank And Trust Company January 2007 - December 2007
UBS 2006 - 2007
Smith Barney Citigroup 2005 - 2006
Target 2000 - 2005
Skills
Sales, Management, Sales Management, Sales & Marketing..., Finance, Recruiting, Retail Sales, Store Management, New Store Openings, New Store Development, Networking, Social Networking, Training, Sales Leads, Referrals, Business Strategy, Business Planning, Microsoft Excel, PowerPoint, Microsoft Word, Access, Prospect Research, Sales Prospecting, Prospecting Skills, Finacial Management, Portfolio Management, Cold Calling, Selling
Education
University of Phoenix 2008 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Oakland University 2001 — 2006
Bachelor of Science (BS), Marketing Finance
M. Scott Games, MBA's UBS Experience May 2005 - July 2007
Job Compliance Officer at Ross Sinclaire & Associates, LLC
Industry Financial Services
Experience
Ross Sinclaire & Associates, LLC. July 2014 - Present
Fifth Third Securities May 2008 - July 2014
Oak Hill Financial Services July 2007 - October 2007
UBS May 2005 - July 2007
Fidelity Investments February 1998 - May 2005
Fidelity Investments July 1996 - February 1998
Skills
Series 6, Series 63, Series 66, Series 24, Series 7, Compliance, Uniform Combined State..., Microsoft Office, Life, Securities, Mutual Funds, Investments, Insurance, FINRA, Financial Services
Education
Northern Kentucky University 2012 — 2014
Masters, Business Administration, 4.0
Northern Kentucky University 1992 — 1996
Bachelor of Science (B.S.), Finance, 3.44
Western Kentucky University 1990 — 1992
General Studies
Highlands High School, Fort Thomas, KY 1986 — 1990
Diploma, College Prep
Ross Sinclaire & Associates, LLC. July 2014 - Present
Fifth Third Securities May 2008 - July 2014
Oak Hill Financial Services July 2007 - October 2007
UBS May 2005 - July 2007
Fidelity Investments February 1998 - May 2005
Fidelity Investments July 1996 - February 1998
Skills
Series 6, Series 63, Series 66, Series 24, Series 7, Compliance, Uniform Combined State..., Microsoft Office, Life, Securities, Mutual Funds, Investments, Insurance, FINRA, Financial Services
Education
Northern Kentucky University 2012 — 2014
Masters, Business Administration, 4.0
Northern Kentucky University 1992 — 1996
Bachelor of Science (B.S.), Finance, 3.44
Western Kentucky University 1990 — 1992
General Studies
Highlands High School, Fort Thomas, KY 1986 — 1990
Diploma, College Prep
Bonnie (Moran) Liptak's UBS Experience August 1996 - January 1998
Job Creative Human Resources Partner & Strategist, Recruitment & Retention Specialist
Industry Human Resources
Experience
Career Growth Unlimited October 2012 - Present
1776 Home Care October 2014 - May 2015
Doctors At Home January 2013 - October 2013
Quest Food Management Services March 2013 - June 2013
DeVry Incorporated May 2012 - October 2012
Barrington Research Associates January 2008 - May 2012
KeyCorp January 1998 - March 1999
UBS August 1996 - January 1998
Skills
Career Counseling, Resume Writing, Job Search Strategies, Higher Education, Student Development, Career Management, Student Affairs, Cover Letters, Strong Interest..., Career Development, Academic Advising, Admissions, Teaching, Interview Preparation, Public Speaking, College Recruiting, Recruiting, Catholic education, Interviews, Community Outreach, Leadership, Social Media, Leadership Development, Career Development..., Job Search, Job Coaching, Employee Relations, Human Resources, MBTI, Management, Temporary Placement, Hiring, Mock Interviews, Job Fairs, Employee Benefits, HR Consulting, Staff Development, Career Assessment, Workshop Facilitation, Conflict Resolution, Psychotherapy, New Hire Orientations, Employee Training, Resume, Policy, Applicant Tracking..., Organizational..., Workforce Planning, Organizational..., Onboarding
Education
Northwestern University 1993 — 1995
MS, Counseling
Loyola University Chicago 1990 — 1993
B.S, Psychology
Big Foot High School 1982 — 1985
Career Growth Unlimited October 2012 - Present
1776 Home Care October 2014 - May 2015
Doctors At Home January 2013 - October 2013
Quest Food Management Services March 2013 - June 2013
DeVry Incorporated May 2012 - October 2012
Barrington Research Associates January 2008 - May 2012
KeyCorp January 1998 - March 1999
UBS August 1996 - January 1998
Skills
Career Counseling, Resume Writing, Job Search Strategies, Higher Education, Student Development, Career Management, Student Affairs, Cover Letters, Strong Interest..., Career Development, Academic Advising, Admissions, Teaching, Interview Preparation, Public Speaking, College Recruiting, Recruiting, Catholic education, Interviews, Community Outreach, Leadership, Social Media, Leadership Development, Career Development..., Job Search, Job Coaching, Employee Relations, Human Resources, MBTI, Management, Temporary Placement, Hiring, Mock Interviews, Job Fairs, Employee Benefits, HR Consulting, Staff Development, Career Assessment, Workshop Facilitation, Conflict Resolution, Psychotherapy, New Hire Orientations, Employee Training, Resume, Policy, Applicant Tracking..., Organizational..., Workforce Planning, Organizational..., Onboarding
Education
Northwestern University 1993 — 1995
MS, Counseling
Loyola University Chicago 1990 — 1993
B.S, Psychology
Big Foot High School 1982 — 1985
Kelsey Koberg's UBS Experience May 2013 - August 2013
Job Intern at United States Senate
Industry Public Relations and Communications
Experience
United States Senate August 2015 - Present
Northwest Nazarene University September 2014 - Present
Northwest Nazarene University August 2014 - Present
Teneo Holdings June 2015 - August 2015
Idaho Republican Party January 2015 - May 2015
Mission Valley Security June 2014 - August 2014
World Relief February 2014 - June 2014
UBS May 2013 - August 2013
Mission Valley Security June 2009 - August 2012
Skills
PowerPoint, QuickBooks, Social Media, Microsoft Excel, Microsoft Office, Social Networking, Microsoft Word, Leadership, Customer Service, Data Analysis, Facebook, Public Speaking
Education
Northwest Nazarene University 2012 — 2016
Business Administration and Public Relations
Polson High School 2008 — 2012
United States Senate August 2015 - Present
Northwest Nazarene University September 2014 - Present
Northwest Nazarene University August 2014 - Present
Teneo Holdings June 2015 - August 2015
Idaho Republican Party January 2015 - May 2015
Mission Valley Security June 2014 - August 2014
World Relief February 2014 - June 2014
UBS May 2013 - August 2013
Mission Valley Security June 2009 - August 2012
Skills
PowerPoint, QuickBooks, Social Media, Microsoft Excel, Microsoft Office, Social Networking, Microsoft Word, Leadership, Customer Service, Data Analysis, Facebook, Public Speaking
Education
Northwest Nazarene University 2012 — 2016
Business Administration and Public Relations
Polson High School 2008 — 2012
Dina Patel Dina Patel's UBS Experience July 1999 - September 2000
Job Entrepreneur
Industry Apparel & Fashion
Experience
Didi's Wardrobe 2010 - Present
KeyBanc Capital Markets July 2005 - September 2009
National City Bank October 2004 - July 2005
Deutsche Bank September 2000 - February 2003
UBS July 1999 - September 2000
Skills
Financial Modeling, Corporate Finance, Mergers & Acquisitions, Investment Banking, Valuation, Mergers, Due Diligence
Education
Northwestern University - Kellogg School of Management 2003 — 2004
Master of Business Administration (MBA)
University of Michigan 1995 — 1999
Bachelor of Business Administration (BBA)
Didi's Wardrobe 2010 - Present
KeyBanc Capital Markets July 2005 - September 2009
National City Bank October 2004 - July 2005
Deutsche Bank September 2000 - February 2003
UBS July 1999 - September 2000
Skills
Financial Modeling, Corporate Finance, Mergers & Acquisitions, Investment Banking, Valuation, Mergers, Due Diligence
Education
Northwestern University - Kellogg School of Management 2003 — 2004
Master of Business Administration (MBA)
University of Michigan 1995 — 1999
Bachelor of Business Administration (BBA)
Michael Spiedel Michael Spiedel's UBS Experience May 2014 - Present
Job UBS Financial Services
Industry Investment Management
Experience
UBS May 2014 - Present
UBS April 2012 - May 2014
UBS August 2011 - April 2012
UBS April 2009 - August 2011
Merrill Lynch November 2005 - April 2009
El Hogar La Casita- Home for street boys 2004 - 2005
Education
Northwest Nazarene University 2008 — 2009
MBA, Master of Business Administration
Pacific Lutheran University 2000 — 2004
B.A., Double Major - Economics and Spanish Literature. Concentration - International Economics, Graduated Magna Cum Laude
UBS May 2014 - Present
UBS April 2012 - May 2014
UBS August 2011 - April 2012
UBS April 2009 - August 2011
Merrill Lynch November 2005 - April 2009
El Hogar La Casita- Home for street boys 2004 - 2005
Education
Northwest Nazarene University 2008 — 2009
MBA, Master of Business Administration
Pacific Lutheran University 2000 — 2004
B.A., Double Major - Economics and Spanish Literature. Concentration - International Economics, Graduated Magna Cum Laude
Melanie Mendoza, CRCP Melanie Mendoza, CRCP's UBS Experience January 1990 - January 1992
Job Senior Corporate Compliance Officer at ICMARC
Industry Financial Services
Experience
ICMA-RC July 2014 - Present
Credo Capital Management, LLC April 2004 - June 2014
Brown Capital Management October 1997 - October 2001
Alex Brown & Sons January 1992 - October 1997
UBS January 1990 - January 1992
Skills
Equities, Securities Regulation, Investment Advisory, New Business Development, Compliance
Education
FINRA Institute at Wharton 2008 — 2010
Certified Regulatory and Compliance Professional (CRCP), Compliance
Notre Dame of Maryland University 1976 — 1980
BA, Psychology
Academy of Saint Aloysius 1964 — 1976
ICMA-RC July 2014 - Present
Credo Capital Management, LLC April 2004 - June 2014
Brown Capital Management October 1997 - October 2001
Alex Brown & Sons January 1992 - October 1997
UBS January 1990 - January 1992
Skills
Equities, Securities Regulation, Investment Advisory, New Business Development, Compliance
Education
FINRA Institute at Wharton 2008 — 2010
Certified Regulatory and Compliance Professional (CRCP), Compliance
Notre Dame of Maryland University 1976 — 1980
BA, Psychology
Academy of Saint Aloysius 1964 — 1976
Charles Krueger, CAIA Charles Krueger, CAIA's UBS Experience April 1991 - January 1998
Job Hedge Fund Investment Developer
Industry Investment Management
Experience
Oak Point Investments Sarl September 2008 - Present
Manikay Partners March 2011 - June 2012
Liquid Capital Australia August 2005 - February 2008
Seneca Funds Management LLC July 1999 - May 2005
Knight Financial Products April 2001 - May 2002
TANSTAAFL Research and Trading 1998 - 1999
UBS April 1991 - January 1998
Macquarie Bank Ltd October 1987 - April 1991
Skills
Global Strategy, Hedge Fund Development, Risk Management, Equity Derivatives, Options, Volatility, Volatility Arbitrage, Derivatives, Equities, Arbitrage, Alternative Investments, Due Diligence, Prime Brokerage, Crisis Management, Fund Of Funds, Asset Management, Portfolio Management, Proprietary Trading, Trading Systems, Financial Markets, Structured Products, Hedge Funds, Asset Managment, Trading, Market Risk, Investment Strategies, Financial Risk, ETFs, Bonds, Traders, Trading Strategies, FX Options, Capital Markets, Securities, Bloomberg, Investments, Currency, Equity Trading, Electronic Trading, Emerging Markets, Asset Allocation, Bloomberg Terminal, FX trading, Quantitative Finance, Investment Management, Statistical Arbitrage, Valuation, Financial Services, Global Macro, Hedging
Education
Chartered Alternative Investment Analyst (CAIA) Association 2010 — 2011
CAIA, Alternative Investments
Swiss Finance Institute 2004 — 2004
Oberlin College
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
University of California, Santa Cruz
BA, Biology
Oak Point Investments Sarl September 2008 - Present
Manikay Partners March 2011 - June 2012
Liquid Capital Australia August 2005 - February 2008
Seneca Funds Management LLC July 1999 - May 2005
Knight Financial Products April 2001 - May 2002
TANSTAAFL Research and Trading 1998 - 1999
UBS April 1991 - January 1998
Macquarie Bank Ltd October 1987 - April 1991
Skills
Global Strategy, Hedge Fund Development, Risk Management, Equity Derivatives, Options, Volatility, Volatility Arbitrage, Derivatives, Equities, Arbitrage, Alternative Investments, Due Diligence, Prime Brokerage, Crisis Management, Fund Of Funds, Asset Management, Portfolio Management, Proprietary Trading, Trading Systems, Financial Markets, Structured Products, Hedge Funds, Asset Managment, Trading, Market Risk, Investment Strategies, Financial Risk, ETFs, Bonds, Traders, Trading Strategies, FX Options, Capital Markets, Securities, Bloomberg, Investments, Currency, Equity Trading, Electronic Trading, Emerging Markets, Asset Allocation, Bloomberg Terminal, FX trading, Quantitative Finance, Investment Management, Statistical Arbitrage, Valuation, Financial Services, Global Macro, Hedging
Education
Chartered Alternative Investment Analyst (CAIA) Association 2010 — 2011
CAIA, Alternative Investments
Swiss Finance Institute 2004 — 2004
Oberlin College
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
University of California, Santa Cruz
BA, Biology
Paul A. Rodríguez Paul A. Rodríguez's UBS Experience December 2003 - February 2005
Job Global Relationship Banker, Chemicals/Diversified Industrials at ANZ
Industry Banking
Experience
Australia and New Zealand Banking Group January 2014 - Present
BBVA Compass March 2013 - September 2013
BBVA January 2012 - January 2013
BBVA March 2008 - December 2011
BBVA March 2005 - March 2008
UBS December 2003 - February 2005
UBS November 2002 - December 2003
NAES Corporation February 2002 - June 2002
CLSA November 2000 - January 2002
Merrill Lynch March 1999 - October 2000
Skills
Capital Markets, Investment Banking, Fixed Income, Corporate Finance, Financial Modeling, Equities, Derivatives, Valuation, Banking, Credit Risk, Emerging Markets, Equity Research, Latin America, Private Client Services, Retirement Planning, Employee Stock Options, Cash Flow Lending, Loan Origination, Leveraged Finance, Structured Finance, Structured Products, Security Analysis, Wholesale Banking, Trade Finance, Private Banking, Treasury Management, Series 7, Series 63, Interest Rate Hedging, FX Hedging, Personal Financial..., Restricted Stock, Asset Based Lending, Letters of Credit, Commercial Banking, Finance, Financial Risk, Financial Structuring, Mergers & Acquisitions, Wealth Management, Loans, Project Finance, Cash Management, Strategic Financial..., Trading, Financial Services, Credit Analysis, Retail Banking, Financial Advisory, Private Clients
Education
The University of Georgia 1989 — 1992
AB
Stanford University 1991 — 1991
Fellowship
Northwestern University 1987 — 1989
Crestwood High School 1982 — 1987
Australia and New Zealand Banking Group January 2014 - Present
BBVA Compass March 2013 - September 2013
BBVA January 2012 - January 2013
BBVA March 2008 - December 2011
BBVA March 2005 - March 2008
UBS December 2003 - February 2005
UBS November 2002 - December 2003
NAES Corporation February 2002 - June 2002
CLSA November 2000 - January 2002
Merrill Lynch March 1999 - October 2000
Skills
Capital Markets, Investment Banking, Fixed Income, Corporate Finance, Financial Modeling, Equities, Derivatives, Valuation, Banking, Credit Risk, Emerging Markets, Equity Research, Latin America, Private Client Services, Retirement Planning, Employee Stock Options, Cash Flow Lending, Loan Origination, Leveraged Finance, Structured Finance, Structured Products, Security Analysis, Wholesale Banking, Trade Finance, Private Banking, Treasury Management, Series 7, Series 63, Interest Rate Hedging, FX Hedging, Personal Financial..., Restricted Stock, Asset Based Lending, Letters of Credit, Commercial Banking, Finance, Financial Risk, Financial Structuring, Mergers & Acquisitions, Wealth Management, Loans, Project Finance, Cash Management, Strategic Financial..., Trading, Financial Services, Credit Analysis, Retail Banking, Financial Advisory, Private Clients
Education
The University of Georgia 1989 — 1992
AB
Stanford University 1991 — 1991
Fellowship
Northwestern University 1987 — 1989
Crestwood High School 1982 — 1987
Sukhbir Khela's UBS Experience December 2012 - Present
Job Middle Office Market Data Controls PM at UBS
Industry Investment Banking
Experience
UBS December 2012 - Present
UBS July 2010 - Present
UBS April 2007 - July 2010
UBS May 2006 - March 2007
Skills
Interest Rate..., Exotics, Derivatives, Credit Derivatives, Equity Derivatives, Project Management, Global Rollouts, Interest Calculation, Structured Products, Investment Banking, Risk Management, Equities, Fixed Income, Bloomberg
Education
University of Nottingham 2003 — 2005
MA, Corporate Strategy & Governance
University of Nottingham - Nottingham University Business School 2000 — 2003
BSc, Accounting & Finance
UBS December 2012 - Present
UBS July 2010 - Present
UBS April 2007 - July 2010
UBS May 2006 - March 2007
Skills
Interest Rate..., Exotics, Derivatives, Credit Derivatives, Equity Derivatives, Project Management, Global Rollouts, Interest Calculation, Structured Products, Investment Banking, Risk Management, Equities, Fixed Income, Bloomberg
Education
University of Nottingham 2003 — 2005
MA, Corporate Strategy & Governance
University of Nottingham - Nottingham University Business School 2000 — 2003
BSc, Accounting & Finance
David Finnerty David Finnerty's UBS Experience May 2011 - Present
Job Director Banking/Cards Operations at UBS
Industry Financial Services
Experience
UBS May 2011 - Present
United States Military May 1992 - June 2013
RBS Citizens Group May 2006 - May 2011
RBS Citizens Group August 2004 - May 2006
Skills
Change Management, Databases, Analysis, Risk Management, Vendor Management, Banking, Visio, Financial Risk, Business Analysis, Operations Management, Requirements Analysis, SDLC, Financial Services, Process Improvement, Quality Assurance, Credit Cards, Microsoft Excel, Credit
Education
Norwich University 1988 — 2003
BS, Elementary Education and Teaching
University of New Haven 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
UBS May 2011 - Present
United States Military May 1992 - June 2013
RBS Citizens Group May 2006 - May 2011
RBS Citizens Group August 2004 - May 2006
Skills
Change Management, Databases, Analysis, Risk Management, Vendor Management, Banking, Visio, Financial Risk, Business Analysis, Operations Management, Requirements Analysis, SDLC, Financial Services, Process Improvement, Quality Assurance, Credit Cards, Microsoft Excel, Credit
Education
Norwich University 1988 — 2003
BS, Elementary Education and Teaching
University of New Haven 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Catherine Pesta Catherine Pesta's UBS Experience May 2015 - Present
Job Wealth Strategy Associate
Industry Financial Services
Experience
UBS May 2015 - Present
UBS October 2011 - May 2015
Diplomat Specialty Pharmacy April 2010 - October 2011
Education
Oakland University 2015 — 2016
Certified Financial Planner Program
Oakland University 2011 — 2014
Bachelor's Degree, Business Administration and Management, Finance Minor
UBS May 2015 - Present
UBS October 2011 - May 2015
Diplomat Specialty Pharmacy April 2010 - October 2011
Education
Oakland University 2015 — 2016
Certified Financial Planner Program
Oakland University 2011 — 2014
Bachelor's Degree, Business Administration and Management, Finance Minor
Leslie Wollin Leslie Wollin's UBS Experience 2004 - 2005
Job Process Improvement and Enterprise Program Management Consultant
Industry Financial Services
Experience
National Dental Advisors 2009 - 2011
Independent -- Board Advisory Services -- Jefferson Wells 2005 - 2007
UBS 2004 - 2005
Independent 2002 - 2004
Lehman Brothers Bank 2000 - 2002
JPMorgan Chase 1988 - 2000
Skills
Program Management, Six Sigma, Process Mapping, Business Process..., Business Process Mapping, Business Process, Governance, Project Management, Cross-functional Team..., Risk Management, Process Improvement, Outsourcing, SDLC, Strategic Planning, Strategy, Business Analysis, Start-ups, Integration, Business Planning, Budgets, E-commerce, Strategic Partnerships, Product Development, Management, Vendor Management
Education
Northwestern University - Kellogg School of Management
Advanced Executive Program
Tufts University
National Dental Advisors 2009 - 2011
Independent -- Board Advisory Services -- Jefferson Wells 2005 - 2007
UBS 2004 - 2005
Independent 2002 - 2004
Lehman Brothers Bank 2000 - 2002
JPMorgan Chase 1988 - 2000
Skills
Program Management, Six Sigma, Process Mapping, Business Process..., Business Process Mapping, Business Process, Governance, Project Management, Cross-functional Team..., Risk Management, Process Improvement, Outsourcing, SDLC, Strategic Planning, Strategy, Business Analysis, Start-ups, Integration, Business Planning, Budgets, E-commerce, Strategic Partnerships, Product Development, Management, Vendor Management
Education
Northwestern University - Kellogg School of Management
Advanced Executive Program
Tufts University
William T Read William T Read's UBS Experience April 2009 - February 2012
Job Senior Portfolio Manager Wealth Management Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2009 - Present
UBS April 2009 - February 2012
Merrill Lynch January 1973 - April 2009
Education
Northern Illinois University 1969 — 1972
MBA, Finance & Economics
University of Illinois at Urbana-Champaign 1964 — 1968
BS, Biology
UBS Wealth Management April 2009 - Present
UBS April 2009 - February 2012
Merrill Lynch January 1973 - April 2009
Education
Northern Illinois University 1969 — 1972
MBA, Finance & Economics
University of Illinois at Urbana-Champaign 1964 — 1968
BS, Biology
Ha Thai Ha Thai's UBS Experience August 2002 - March 2004
Job Public Relations at Nest
Industry Consumer Electronics
Experience
Nest March 2014 - Present
Roku May 2011 - March 2014
Logitech April 2007 - May 2011
Ruder Finn March 2005 - March 2007
E&E Public Relations April 2004 - December 2004
UBS August 2002 - March 2004
Burson-Marsteller August 2000 - August 2002
Ketchum Public Relations June 2000 - August 2000
DreamWorks SKG January 2000 - May 2000
Skills
Marketing Communications, Product Marketing, Social Media, Digital Marketing, Digital Media, Marketing Strategy, Product Management, Corporate Communications, Integrated Marketing, Media Relations, Competitive Analysis, Management, Public Relations, Marketing, Social Media Marketing, Leadership, Product Development, Consumer Electronics, Online Advertising, Product Launch, Strategic Partnerships, Strategy, E-commerce, Marketing Management, Multi-channel Marketing
Education
Occidental College 1996 — 2000
BA, Economics
Nest March 2014 - Present
Roku May 2011 - March 2014
Logitech April 2007 - May 2011
Ruder Finn March 2005 - March 2007
E&E Public Relations April 2004 - December 2004
UBS August 2002 - March 2004
Burson-Marsteller August 2000 - August 2002
Ketchum Public Relations June 2000 - August 2000
DreamWorks SKG January 2000 - May 2000
Skills
Marketing Communications, Product Marketing, Social Media, Digital Marketing, Digital Media, Marketing Strategy, Product Management, Corporate Communications, Integrated Marketing, Media Relations, Competitive Analysis, Management, Public Relations, Marketing, Social Media Marketing, Leadership, Product Development, Consumer Electronics, Online Advertising, Product Launch, Strategic Partnerships, Strategy, E-commerce, Marketing Management, Multi-channel Marketing
Education
Occidental College 1996 — 2000
BA, Economics
Marilyn J. Zilka, CFP® Marilyn J. Zilka, CFP®'s UBS Experience November 2000 - February 2001
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA September 2013 - Present
Ehlert Financial Group February 2007 - August 2013
Banc of America Securities April 2002 - July 2006
UBS November 2000 - February 2001
Paine Webber May 1977 - November 2000
Mitchell Hutchins, Inc May 1976 - May 1977
Education
Quinlan School of Business, Loyola University Chicago 1978 — 1981
MBA, Finance
Northwestern University 1971 — 1975
BA, Economics
USAA September 2013 - Present
Ehlert Financial Group February 2007 - August 2013
Banc of America Securities April 2002 - July 2006
UBS November 2000 - February 2001
Paine Webber May 1977 - November 2000
Mitchell Hutchins, Inc May 1976 - May 1977
Education
Quinlan School of Business, Loyola University Chicago 1978 — 1981
MBA, Finance
Northwestern University 1971 — 1975
BA, Economics
Meghan Kerwin's UBS Experience June 2012 - August 2012
Job Trader Development Program at BP
Industry Financial Services
Experience
BP May 2013 - Present
UBS June 2012 - August 2012
US Department of the Treasury, Markets Room June 2011 - August 2011
BP May 2011 - May 2011
Knight Capital Group June 2010 - July 2010
Skills
Bloomberg, Trading
Education
Northwestern University 2009 — 2013
BA, Mathematical Methods in the Social Sciences (MMSS), Economics, Art History
Greenwich High School 2005 — 2009
High School Diploma
BP May 2013 - Present
UBS June 2012 - August 2012
US Department of the Treasury, Markets Room June 2011 - August 2011
BP May 2011 - May 2011
Knight Capital Group June 2010 - July 2010
Skills
Bloomberg, Trading
Education
Northwestern University 2009 — 2013
BA, Mathematical Methods in the Social Sciences (MMSS), Economics, Art History
Greenwich High School 2005 — 2009
High School Diploma
Carolyn Song-Pegg Carolyn Song-Pegg's UBS Experience August 2000 - August 2002
Job Investment Executivevice president
Industry Financial Services
Experience
Fifth Third Bank August 2015 - Present
MassMutual Financial Group September 2011 - February 2014
UBS August 2000 - August 2002
Morgan Stanley June 1998 - August 2000
Skills
Financial Analysis, Series 7, Microsoft Excel, PowerPoint, Presentations, Project Management, Account Management, Interpersonal..., Leadership Development, Team Motivation, Community Outreach, Community Development, Volunteer Recruiting, Asset Management, Asset Allocation, Retirement Plan..., Cash Flow Management, Spreadsheets, Ad Hoc Reporting, Client Services, series 66, Leadership, Management
Education
Northwestern University 2006 — 2009
Pre-Clinical Psychology - Decision Making, Personal Decision-Making Skills
University of Illinois at Chicago 1992 — 1993
Masters of Urban Planning and Policy/Public Administration, Public Administration
University of Illinois at Chicago 1988 — 1991
Bachelor's degree, Double Major Political Science and Mass Communication
Niles West High School
Fifth Third Bank August 2015 - Present
MassMutual Financial Group September 2011 - February 2014
UBS August 2000 - August 2002
Morgan Stanley June 1998 - August 2000
Skills
Financial Analysis, Series 7, Microsoft Excel, PowerPoint, Presentations, Project Management, Account Management, Interpersonal..., Leadership Development, Team Motivation, Community Outreach, Community Development, Volunteer Recruiting, Asset Management, Asset Allocation, Retirement Plan..., Cash Flow Management, Spreadsheets, Ad Hoc Reporting, Client Services, series 66, Leadership, Management
Education
Northwestern University 2006 — 2009
Pre-Clinical Psychology - Decision Making, Personal Decision-Making Skills
University of Illinois at Chicago 1992 — 1993
Masters of Urban Planning and Policy/Public Administration, Public Administration
University of Illinois at Chicago 1988 — 1991
Bachelor's degree, Double Major Political Science and Mass Communication
Niles West High School
Richard Liang's UBS Experience June 2014 - August 2014
Job Associate at PwC
Industry Management Consulting
Experience
PwC August 2015 - Present
UBS June 2014 - August 2014
Skills
Entrepreneurship, C++, Stata, Value Investing, Start-ups, Microsoft Office, Accounting, Research, Java, HTML, AMPL, Nonprofits, Social Media, Data Analysis, C, Python, Unix, CSS, JavaScript, Risk Management, Consulting, Machine Learning
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Computer Science, Kellogg Certificate in Managerial Analytics
The Hill School 2008 — 2011
High School Diploma
Shanghai American School 2004 — 2008
PwC August 2015 - Present
UBS June 2014 - August 2014
Skills
Entrepreneurship, C++, Stata, Value Investing, Start-ups, Microsoft Office, Accounting, Research, Java, HTML, AMPL, Nonprofits, Social Media, Data Analysis, C, Python, Unix, CSS, JavaScript, Risk Management, Consulting, Machine Learning
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Computer Science, Kellogg Certificate in Managerial Analytics
The Hill School 2008 — 2011
High School Diploma
Shanghai American School 2004 — 2008
Mike Zack, CTP's UBS Experience June 2009 - August 2009
Job Sr. Treasury Consultant at GTreasury
Industry Financial Services
Experience
GTreasury January 2011 - Present
GTreasury June 2010 - January 2011
Northern Illinois University August 2007 - May 2010
UBS June 2009 - August 2009
Skills
Industry Knowledge, Analysis, Corporate Communications, Marketing, Finance, Treasury, Sales, Salesforce.com, Cash Management, Accounts Receivable, Treasury Management, Financial Analysis, Forecasting, Cash Flow, Strategy, Sarbanes-Oxley Act, Payments, Investments, Financial Reporting, Risk Management, Corporate Finance, Data Analysis, Financial Modeling, SaaS, Accounting, Consulting, Training, Microsoft Excel
Education
University of Notre Dame - Mendoza College of Business
Executive MBA Program
Northern Illinois University - College of Business 2007 — 2010
Bachelor of Science, Finanace
GTreasury January 2011 - Present
GTreasury June 2010 - January 2011
Northern Illinois University August 2007 - May 2010
UBS June 2009 - August 2009
Skills
Industry Knowledge, Analysis, Corporate Communications, Marketing, Finance, Treasury, Sales, Salesforce.com, Cash Management, Accounts Receivable, Treasury Management, Financial Analysis, Forecasting, Cash Flow, Strategy, Sarbanes-Oxley Act, Payments, Investments, Financial Reporting, Risk Management, Corporate Finance, Data Analysis, Financial Modeling, SaaS, Accounting, Consulting, Training, Microsoft Excel
Education
University of Notre Dame - Mendoza College of Business
Executive MBA Program
Northern Illinois University - College of Business 2007 — 2010
Bachelor of Science, Finanace
Christopher Musto Christopher Musto's UBS Experience November 2011 - November 2013
Job Financial Specialist at PNC Bank
Industry Financial Services
Experience
PNC Bank May 2014 - Present
. November 2013 - Present
Merrill Lynch 2013 - 2014
UBS November 2011 - November 2013
Raymond James Financial Inc. September 2010 - November 2011
BankAtlantic June 2009 - May 2010
Wells Fargo September 2002 - December 2008
Education
Nova Southeastern University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of South Florida 1995 — 1997
Bachelor of Science (B.S.), Finance, General
Palm Beach Community College 1993 — 1995
Associate of Arts (A.A.), Business Administration and Management, General
Midview High School 1989 — 1993
diploma, Architecture
PNC Bank May 2014 - Present
. November 2013 - Present
Merrill Lynch 2013 - 2014
UBS November 2011 - November 2013
Raymond James Financial Inc. September 2010 - November 2011
BankAtlantic June 2009 - May 2010
Wells Fargo September 2002 - December 2008
Education
Nova Southeastern University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of South Florida 1995 — 1997
Bachelor of Science (B.S.), Finance, General
Palm Beach Community College 1993 — 1995
Associate of Arts (A.A.), Business Administration and Management, General
Midview High School 1989 — 1993
diploma, Architecture
Courtney Berkholtz, PhD, MBA's UBS Experience 2007 - 2008
Job HR Strategist at Snapchat, Inc.
Industry Computer Software
Experience
Snapchat, Inc. April 2015 - Present
EAC Corporation January 2012 - Present
The Stevenson Group January 2014 - March 2015
MedStartr October 2012 - September 2013
Egon Zehnder International May 2008 - September 2010
UBS 2007 - 2008
Skills
Strategic Management, Market Research, Business Communications, Competitive Intelligence, Marketing Strategy, Government, Healthcare, Knowledge Management, Mentoring, New Business Development, Research, Social Media, Strategy, Customer Service, Management, Negotiation, Management Consulting, Data Analysis, Leadership, Analysis, Competitive Analysis, Product Development, Business Strategy, Strategic Planning, Social Media Marketing, Strategic Communications, Business Development, Start-ups, Marketing, Business Planning, Sourcing, Training, Financial Analysis, Mergers & Acquisitions, Project Management, Retail
Education
The Johns Hopkins University 2010 — 2012
MS/MBA, Government and Business
University of Chicago 2009 — 2010
Financial Decision Making Certificate, Accounting and Business/Management
Northwestern University 2001 — 2006
PhD, Reproductive Tissue Engineering
University of Delaware 1997 — 2001
BS, Biotechnology
Snapchat, Inc. April 2015 - Present
EAC Corporation January 2012 - Present
The Stevenson Group January 2014 - March 2015
MedStartr October 2012 - September 2013
Egon Zehnder International May 2008 - September 2010
UBS 2007 - 2008
Skills
Strategic Management, Market Research, Business Communications, Competitive Intelligence, Marketing Strategy, Government, Healthcare, Knowledge Management, Mentoring, New Business Development, Research, Social Media, Strategy, Customer Service, Management, Negotiation, Management Consulting, Data Analysis, Leadership, Analysis, Competitive Analysis, Product Development, Business Strategy, Strategic Planning, Social Media Marketing, Strategic Communications, Business Development, Start-ups, Marketing, Business Planning, Sourcing, Training, Financial Analysis, Mergers & Acquisitions, Project Management, Retail
Education
The Johns Hopkins University 2010 — 2012
MS/MBA, Government and Business
University of Chicago 2009 — 2010
Financial Decision Making Certificate, Accounting and Business/Management
Northwestern University 2001 — 2006
PhD, Reproductive Tissue Engineering
University of Delaware 1997 — 2001
BS, Biotechnology
Tom Molinari Tom Molinari's UBS Experience January 2011 - July 2011
Job Sales Manager at RevTrax
Industry Marketing and Advertising
Experience
RevTrax February 2015 - Present
NTENT March 2014 - February 2015
Varonis October 2013 - March 2014
Cypress HCM August 2011 - August 2013
UBS January 2011 - July 2011
Notre Dame de Namur University September 2008 - June 2010
Skills
Software Sales, Sales Management, Account Management, Enterprise Accounts, Sales Promotion, Full Life Cycle Sales, CRM, Salesforce.com, Digital Media, SaaS, Marketing Strategy, Business Development, Cost Projections, Digital Marketing, Internet Recruiting, Technical Recruiting, Screening Resumes, Applicant Tracking..., Sourcing, Talent Acquisition, Cold Calling Experience, New Business Development, Budget Management
Education
Notre Dame de Namur University 2006 — 2010
Bachelor's Degree, Finance, Economics & Marketing
RevTrax February 2015 - Present
NTENT March 2014 - February 2015
Varonis October 2013 - March 2014
Cypress HCM August 2011 - August 2013
UBS January 2011 - July 2011
Notre Dame de Namur University September 2008 - June 2010
Skills
Software Sales, Sales Management, Account Management, Enterprise Accounts, Sales Promotion, Full Life Cycle Sales, CRM, Salesforce.com, Digital Media, SaaS, Marketing Strategy, Business Development, Cost Projections, Digital Marketing, Internet Recruiting, Technical Recruiting, Screening Resumes, Applicant Tracking..., Sourcing, Talent Acquisition, Cold Calling Experience, New Business Development, Budget Management
Education
Notre Dame de Namur University 2006 — 2010
Bachelor's Degree, Finance, Economics & Marketing
Jonathan Lo's UBS Experience July 2014 - August 2014
Job Investment Banking Summer Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey June 2015 - August 2015
Shore Capital Partners September 2014 - December 2014
UBS July 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Social Media, Teamwork, Event Planning, Teaching, Program Management, Microsoft Word, Analysis, Finance, Market Research
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Mercer Island High School 2009 — 2012
3.90
Shanghai American School 2006 — 2009
Houlihan Lokey June 2015 - August 2015
Shore Capital Partners September 2014 - December 2014
UBS July 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Social Media, Teamwork, Event Planning, Teaching, Program Management, Microsoft Word, Analysis, Finance, Market Research
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Mercer Island High School 2009 — 2012
3.90
Shanghai American School 2006 — 2009
Frances C. Flood, CFA Frances C. Flood, CFA's UBS Experience December 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
UBS December 2014 - Present
WealthCare Financial Group, LLC June 2013 - December 2014
Northern Trust Corporation July 1985 - June 1996
Skills
Portfolio Management, Finance, Strategic Financial..., Financial Services, Risk Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance
University of Illinois at Urbana-Champaign 1981 — 1985
B.A., Economics
UBS December 2014 - Present
WealthCare Financial Group, LLC June 2013 - December 2014
Northern Trust Corporation July 1985 - June 1996
Skills
Portfolio Management, Finance, Strategic Financial..., Financial Services, Risk Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance
University of Illinois at Urbana-Champaign 1981 — 1985
B.A., Economics
Rebecca Stearns Rebecca Stearns's UBS Experience 2013 - 2014
Job at
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
UBS 2013 - 2014
Saginaw Gold and Diamond Center December 2011 - January 2013
Classic Image Hair Design June 2011 - August 2012
UBS June 2012 - July 2012
Education
Northwood University - Richard DeVos Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Grand Valley State University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Frankenmuth High School 2006 — 2010
Morgan Stanley 2014 - Present
UBS 2013 - 2014
Saginaw Gold and Diamond Center December 2011 - January 2013
Classic Image Hair Design June 2011 - August 2012
UBS June 2012 - July 2012
Education
Northwood University - Richard DeVos Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Grand Valley State University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Frankenmuth High School 2006 — 2010
Tim Greene Tim Greene's UBS Experience 1999 - 2000
Job Operational leader with financial services and entrepreneurial background
Industry Legal Services
Experience
Legal Services Management 2007 - Present
New York City Department of Finance 2003 - 2007
New York City Economic Development Corporation 2002 - 2003
Thomas Weisel Partners 2000 - 2001
UBS 1999 - 2000
Deutsche Bank June 1998 - August 1998
Deloitte 1996 - 1997
PwC 1993 - 1996
Skills
Start-ups, Entrepreneurship, Small Business, Investments, Venture Capital, Mergers & Acquisitions, Networking, Strategy, Due Diligence, Business Strategy, Strategic Partnerships, Joint Ventures, Licensing, Strategic Planning, New Business Development, Management Consulting, Online Advertising, Marketing Strategy, Private Equity, Intellectual Property, Business Development, E-commerce, Business Planning, Mergers, Contract Negotiation, Corporate Law, Social Networking, Corporate Governance, Negotiation, Social Media, Project Management, Business Process..., Process Improvement, Change Management
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Northwestern University
Bachelor of Arts (B.A.)
Legal Services Management 2007 - Present
New York City Department of Finance 2003 - 2007
New York City Economic Development Corporation 2002 - 2003
Thomas Weisel Partners 2000 - 2001
UBS 1999 - 2000
Deutsche Bank June 1998 - August 1998
Deloitte 1996 - 1997
PwC 1993 - 1996
Skills
Start-ups, Entrepreneurship, Small Business, Investments, Venture Capital, Mergers & Acquisitions, Networking, Strategy, Due Diligence, Business Strategy, Strategic Partnerships, Joint Ventures, Licensing, Strategic Planning, New Business Development, Management Consulting, Online Advertising, Marketing Strategy, Private Equity, Intellectual Property, Business Development, E-commerce, Business Planning, Mergers, Contract Negotiation, Corporate Law, Social Networking, Corporate Governance, Negotiation, Social Media, Project Management, Business Process..., Process Improvement, Change Management
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Northwestern University
Bachelor of Arts (B.A.)
Elizabeth Palushaj Elizabeth Palushaj's UBS Experience November 2011 - May 2012
Job Financial Analyst at FCA North America
Industry Automotive
Experience
FCA - North America July 2015 - Present
FCA - North America January 2014 - July 2015
Merrill Lynch October 2013 - December 2013
Chrysler Group LLC May 2013 - August 2013
Faurecia May 2012 - May 2013
UBS November 2011 - May 2012
Royal Diner October 2010 - May 2012
Skills
Microsoft Office, Customer Service, PowerPoint, Research, Windows, Organization, SAP ERP, Microsoft Excel, Microsoft Word, Team Leadership, Teamwork, Accounting, Analytical Skills, Training, Financial Reporting, Forecasting, Project Management, Sales, Finance, Leadership, Invoicing, Budgets, Financial Analysis, Access, Management
Education
Oakland University 2014 — 2017
Master of Business Administration (M.B.A.)
Oakland University 2010 — 2013
Bachelor of Science (BS), Business Finance, 3.83
FCA - North America July 2015 - Present
FCA - North America January 2014 - July 2015
Merrill Lynch October 2013 - December 2013
Chrysler Group LLC May 2013 - August 2013
Faurecia May 2012 - May 2013
UBS November 2011 - May 2012
Royal Diner October 2010 - May 2012
Skills
Microsoft Office, Customer Service, PowerPoint, Research, Windows, Organization, SAP ERP, Microsoft Excel, Microsoft Word, Team Leadership, Teamwork, Accounting, Analytical Skills, Training, Financial Reporting, Forecasting, Project Management, Sales, Finance, Leadership, Invoicing, Budgets, Financial Analysis, Access, Management
Education
Oakland University 2014 — 2017
Master of Business Administration (M.B.A.)
Oakland University 2010 — 2013
Bachelor of Science (BS), Business Finance, 3.83
Scott D Kowalski Scott D Kowalski's UBS Experience May 2001 - June 2003
Job General Manager, Encore Upscale!
Industry Retail
Experience
Encore Upscale! September 2011 - Present
Enovate November 2009 - June 2011
Michigan Financial Mortgage Company November 2007 - December 2009
MMS, LLC June 2005 - November 2007
JPMorgan Chase June 2003 - June 2005
UBS May 2001 - June 2003
Skills
Strategic Planning, Marketing Strategy, Budgeting, Volunteer Management, Volunteer Coordination, Volunteer Development, Volunteer Training, Non-profits, Budgets, Management, Volunteering
Education
Oakland University 1997 — 2001
BA, Marketing
Southfield Christian High School 1994 — 1997
Encore Upscale! September 2011 - Present
Enovate November 2009 - June 2011
Michigan Financial Mortgage Company November 2007 - December 2009
MMS, LLC June 2005 - November 2007
JPMorgan Chase June 2003 - June 2005
UBS May 2001 - June 2003
Skills
Strategic Planning, Marketing Strategy, Budgeting, Volunteer Management, Volunteer Coordination, Volunteer Development, Volunteer Training, Non-profits, Budgets, Management, Volunteering
Education
Oakland University 1997 — 2001
BA, Marketing
Southfield Christian High School 1994 — 1997
Arisa Toyosaki's UBS Experience June 2015 - Present
Job Sales and Trading Summer Analyst | UBS Securities
Industry Financial Services
Experience
UBS June 2015 - Present
DesignWorks NU January 2013 - Present
Bain & Company August 2014 - September 2014
UBS June 2014 - August 2014
Idealoid May 2013 - February 2014
Rakuten June 2013 - August 2013
Apple February 2012 - August 2012
Skills
Graphic Design, Foreign Languages, Programming Languages, Social Media Marketing, Photography, Research, Computer Engineering, Visual Basic, CSS, C++, HTML, Adobe Creative Suite, Matlab, Python, Entrepreneurship, UI/UX
Education
Northwestern University 2012 — 2016
Bachelor of Science (B.S.), Computer Science and Economics from the McCormick School of Engineering and Applied Science
American School In Japan 2010 — 2012
Shanghai American School 2009 — 2010
Leadership in the Business World at Wharton 2011 — 2011
UBS June 2015 - Present
DesignWorks NU January 2013 - Present
Bain & Company August 2014 - September 2014
UBS June 2014 - August 2014
Idealoid May 2013 - February 2014
Rakuten June 2013 - August 2013
Apple February 2012 - August 2012
Skills
Graphic Design, Foreign Languages, Programming Languages, Social Media Marketing, Photography, Research, Computer Engineering, Visual Basic, CSS, C++, HTML, Adobe Creative Suite, Matlab, Python, Entrepreneurship, UI/UX
Education
Northwestern University 2012 — 2016
Bachelor of Science (B.S.), Computer Science and Economics from the McCormick School of Engineering and Applied Science
American School In Japan 2010 — 2012
Shanghai American School 2009 — 2010
Leadership in the Business World at Wharton 2011 — 2011
Raymond Gonzalez, CRPC® Raymond Gonzalez, CRPC®'s UBS Experience July 1996 - February 2009
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Peyton, Brockovich & Gonzalez Investment Group of Wells Fargo Advisors, LLC February 2009 - Present
UBS July 1996 - February 2009
Skills
Investments, Retirement Planning, Finance, Small Business, Mutual Funds, Asset Allocation, Financial Services, Analysis, Retirement, Securities, Alternative Investments, IRAs, High Net Worth...
Education
Occidental College 1992 — 1996
Bachelor of Arts (B.A.), Kinesiology and Exercise Science
Albert Lowry High School 1988 — 1992
diploma, General Studies
Peyton, Brockovich & Gonzalez Investment Group of Wells Fargo Advisors, LLC February 2009 - Present
UBS July 1996 - February 2009
Skills
Investments, Retirement Planning, Finance, Small Business, Mutual Funds, Asset Allocation, Financial Services, Analysis, Retirement, Securities, Alternative Investments, IRAs, High Net Worth...
Education
Occidental College 1992 — 1996
Bachelor of Arts (B.A.), Kinesiology and Exercise Science
Albert Lowry High School 1988 — 1992
diploma, General Studies
Tianjiao (Tom) Zhang Tianjiao (Tom) Zhang's UBS Experience June 2012 - December 2012
Job Associate Consultant at Clarity Solution Group
Industry Financial Services
Experience
Clarity Solution Group September 2015 - Present
Aon Hewitt July 2014 - February 2015
IRI June 2013 - August 2013
UBS June 2012 - December 2012
Beyond Green Consulting January 2012 - April 2012
Texas A&M Health Science Center June 2008 - August 2011
Skills
Microsoft Excel, Stata, PowerPoint, Economics, Microsoft Office, Financial Analysis, Bloomberg Terminal, Data Analysis, Microsoft Word, Mandarin, Research, VBA, Social Media, Spanish, Public Speaking, Chinese, Management Consulting, Customer Service, Leadership, English, Slide Decks, IRI liquid Data, Statistics
Education
Northwestern University 2010 — 2014
Bachelor's degree, Political Science and Government, Sophomore
bellaire high school 2006 — 2010
Clarity Solution Group September 2015 - Present
Aon Hewitt July 2014 - February 2015
IRI June 2013 - August 2013
UBS June 2012 - December 2012
Beyond Green Consulting January 2012 - April 2012
Texas A&M Health Science Center June 2008 - August 2011
Skills
Microsoft Excel, Stata, PowerPoint, Economics, Microsoft Office, Financial Analysis, Bloomberg Terminal, Data Analysis, Microsoft Word, Mandarin, Research, VBA, Social Media, Spanish, Public Speaking, Chinese, Management Consulting, Customer Service, Leadership, English, Slide Decks, IRI liquid Data, Statistics
Education
Northwestern University 2010 — 2014
Bachelor's degree, Political Science and Government, Sophomore
bellaire high school 2006 — 2010
Naz Saleem's UBS Experience 1998 - 2000
Job Strategic business leader with a passion for driving transformative impact
Industry Retail
Experience
Walgreens April 2013 - Present
Zurich North America 2012 - 2013
McKinsey & Company 2007 - 2012
HSBC 2005 - 2007
Chicago Mercantile Exchange 2002 - 2005
Divine 2000 - 2002
UBS 1998 - 2000
Andersen Consulting 1995 - 1998
Skills
Business Strategy, Strategic Planning, Management Consulting, Strategy, Leadership, Information Technology, Product Development, Product Management, Product Marketing, Infrastructure, Application Architecture, Lean Tools, Business Process..., Analytics, Change Management, Six Sigma, IT Strategy, Management, Business Development, Consulting, Program Management, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA
University of Illinois at Chicago
B.S., Marketing, MIS
Walgreens April 2013 - Present
Zurich North America 2012 - 2013
McKinsey & Company 2007 - 2012
HSBC 2005 - 2007
Chicago Mercantile Exchange 2002 - 2005
Divine 2000 - 2002
UBS 1998 - 2000
Andersen Consulting 1995 - 1998
Skills
Business Strategy, Strategic Planning, Management Consulting, Strategy, Leadership, Information Technology, Product Development, Product Management, Product Marketing, Infrastructure, Application Architecture, Lean Tools, Business Process..., Analytics, Change Management, Six Sigma, IT Strategy, Management, Business Development, Consulting, Program Management, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA
University of Illinois at Chicago
B.S., Marketing, MIS
Joseph Cavatoni's UBS Experience 2003 - 2009
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock April 2009 - Present
BlackRock 2009 - 2011
UBS 2003 - 2009
Merrill Lynch 1994 - 2003
Education
Northwestern University - Kellogg School of Management 2000 — 2001
Master of Business Administration (M.B.A.)
The George Washington University - School of Business 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
BlackRock April 2009 - Present
BlackRock 2009 - 2011
UBS 2003 - 2009
Merrill Lynch 1994 - 2003
Education
Northwestern University - Kellogg School of Management 2000 — 2001
Master of Business Administration (M.B.A.)
The George Washington University - School of Business 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Neal Deiters Neal Deiters's UBS Experience June 2011 - August 2011
Job Student Athlete at Northwestern University
Industry Construction
Experience
Northwestern University August 2008 - Present
UBS June 2011 - August 2011
Education
Northwestern University 2012 — 2013
Masters of Project Management, Construction
Northwestern University 2008 — 2012
Bachelor of Arts Psychology
Northwestern University August 2008 - Present
UBS June 2011 - August 2011
Education
Northwestern University 2012 — 2013
Masters of Project Management, Construction
Northwestern University 2008 — 2012
Bachelor of Arts Psychology
Jeff McCulloch Jeff McCulloch's UBS Experience September 2008 - September 2013
Job
Industry Financial Services
Experience
Gupta Wealth Management October 2013 - Present
UBS September 2008 - September 2013
Merrill Lynch April 2000 - August 2008
Transamerica August 1998 - March 2000
Education
Northwestern University 1994 — 1998
BA, Statistics, Economics
Gupta Wealth Management October 2013 - Present
UBS September 2008 - September 2013
Merrill Lynch April 2000 - August 2008
Transamerica August 1998 - March 2000
Education
Northwestern University 1994 — 1998
BA, Statistics, Economics
Evan J. Kelley, Esq., CAMS's UBS Experience May 2013 - June 2013
Job AML / KYC / OFAC Project Manager
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
Navigant December 2014 - May 2015
J.P. Morgan June 2014 - December 2014
BBVA Compass July 2013 - June 2014
UBS May 2013 - June 2013
Tower Legal Solutions June 2012 - May 2013
Cadwalader, Wickersham & Taft LLP September 2011 - January 2012
Goldman Sachs June 2009 - February 2011
Reznick Law, PLLC January 2008 - January 2009
Schulte Roth & Zabel LLP September 2006 - September 2007
Skills
Due Diligence, Legal Research, Risk Management, Microsoft Office, Project Management, Corporate Law, Research, Editing, Public Speaking, Customer Service, Microsoft Excel, Event Management, Event Planning, Public Relations, English, Social Media, Microsoft Word, Management, Actimize, Finance, Securities, Analysis, Banking, Mergers & Acquisitions
Education
Syracuse University College of Law 2002 — 2005
Doctor of Law (JD), Law
Oberlin College 1997 — 2001
Bachelor's degree, East Asian Studies
Berkshire School 1994 — 1997
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
Navigant December 2014 - May 2015
J.P. Morgan June 2014 - December 2014
BBVA Compass July 2013 - June 2014
UBS May 2013 - June 2013
Tower Legal Solutions June 2012 - May 2013
Cadwalader, Wickersham & Taft LLP September 2011 - January 2012
Goldman Sachs June 2009 - February 2011
Reznick Law, PLLC January 2008 - January 2009
Schulte Roth & Zabel LLP September 2006 - September 2007
Skills
Due Diligence, Legal Research, Risk Management, Microsoft Office, Project Management, Corporate Law, Research, Editing, Public Speaking, Customer Service, Microsoft Excel, Event Management, Event Planning, Public Relations, English, Social Media, Microsoft Word, Management, Actimize, Finance, Securities, Analysis, Banking, Mergers & Acquisitions
Education
Syracuse University College of Law 2002 — 2005
Doctor of Law (JD), Law
Oberlin College 1997 — 2001
Bachelor's degree, East Asian Studies
Berkshire School 1994 — 1997
Elissa (Lisa) Johnson Elissa (Lisa) Johnson's UBS Experience December 1990 - January 2001
Job Financial Advisor, Vice PresidentInvestments. Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2008 - Present
Morgan Stanley Wealth Management January 2001 - April 2008
UBS December 1990 - January 2001
Skills
Retirement Planning, Mutual Funds, Investments, Municipal Bonds, Equities, Insurance, fixed income strategies, financial advisory, financial analysis, estate investment...
Education
Northern Illinois University
Bachelor of Arts (BA)
Wells Fargo Advisors April 2008 - Present
Morgan Stanley Wealth Management January 2001 - April 2008
UBS December 1990 - January 2001
Skills
Retirement Planning, Mutual Funds, Investments, Municipal Bonds, Equities, Insurance, fixed income strategies, financial advisory, financial analysis, estate investment...
Education
Northern Illinois University
Bachelor of Arts (BA)
Daniel Dozark's UBS Experience June 2009 - September 2009
Job Asset Management Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - Present
Northwestern Phonathon June 2011 - August 2012
Aon June 2011 - August 2011
Zeta Beta Tau, Gamma Chapter April 2011 - June 2011
Sylvan Learning Center June 2010 - September 2010
Sylvan Learning June 2010 - September 2010
UBS June 2009 - September 2009
Skills
Spanish, Excel, Word, Writing, Research, Mathematics, Scheduling, Economics, Data Analysis, Event Planning, PowerPoint
Education
Northwestern University 2009 — 2014
BA, Economics and BM in Piano Performance
Northwestern 2009 — 2013
BA, Economics and BM; Piano Performance
Queen Mary, University of 2011 — 2011
The Emery/Weiner School 2005 — 2009
Diploma
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - Present
Northwestern Phonathon June 2011 - August 2012
Aon June 2011 - August 2011
Zeta Beta Tau, Gamma Chapter April 2011 - June 2011
Sylvan Learning Center June 2010 - September 2010
Sylvan Learning June 2010 - September 2010
UBS June 2009 - September 2009
Skills
Spanish, Excel, Word, Writing, Research, Mathematics, Scheduling, Economics, Data Analysis, Event Planning, PowerPoint
Education
Northwestern University 2009 — 2014
BA, Economics and BM in Piano Performance
Northwestern 2009 — 2013
BA, Economics and BM; Piano Performance
Queen Mary, University of 2011 — 2011
The Emery/Weiner School 2005 — 2009
Diploma
Paul Belden Paul Belden's UBS Experience October 2000 - November 2005
Job WMS, First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James November 2005 - Present
UBS October 2000 - November 2005
Education
Northwestern University - Kellogg School of Management
Marketing
Ohio Wesleyan University
BA, Economics
Raymond James November 2005 - Present
UBS October 2000 - November 2005
Education
Northwestern University - Kellogg School of Management
Marketing
Ohio Wesleyan University
BA, Economics
Luke Blanshard Luke Blanshard's UBS Experience March 2007 - July 2008
Job Software Guru
Industry Computer Software
Experience
Google July 2008 - Present
UBS March 2007 - July 2008
Bank of America July 2002 - March 2007
Quiq September 1999 - July 2002
UBS April 1998 - August 1999
VNP Software January 1993 - August 1999
Fidelity November 1993 - May 1995
Symmetrix July 1988 - December 1992
Wang Laboratories June 1987 - July 1988
Raytheon December 1985 - June 1987
Education
University of Wisconsin-Madison 1995 — 1996
MS
Oberlin College 1979 — 1983
BA
Google July 2008 - Present
UBS March 2007 - July 2008
Bank of America July 2002 - March 2007
Quiq September 1999 - July 2002
UBS April 1998 - August 1999
VNP Software January 1993 - August 1999
Fidelity November 1993 - May 1995
Symmetrix July 1988 - December 1992
Wang Laboratories June 1987 - July 1988
Raytheon December 1985 - June 1987
Education
University of Wisconsin-Madison 1995 — 1996
MS
Oberlin College 1979 — 1983
BA
Sho Fujiwara Sho Fujiwara's UBS Experience July 2007 - August 2007
Job
Industry Nonprofit Organization Management
Experience
FARMIGO April 2015 - Present
Greenpeace April 2012 - March 2015
Energetics April 2010 - April 2012
Accenture September 2009 - April 2010
Accenture August 2008 - March 2009
UBS July 2007 - August 2007
Morgan Stanley June 2007 - July 2007
Skills
Energy, Energy Efficiency, Renewable Energy, Management Consulting, Data Analysis, Program Management, Project Management, Business Strategy, Economics, Strategic Planning, Quantitative Analytics, Visio, Stata, Analysis, Financial Modeling, Analytics, Electric Guitar, Strategy, Policy Analysis, Sustainability, Policy
Education
Northwestern University
Master's Degree, Predictive Analysis (Online)
Northwestern University 2004 — 2008
Bachelor of Science, Mechanical Engineering
FARMIGO April 2015 - Present
Greenpeace April 2012 - March 2015
Energetics April 2010 - April 2012
Accenture September 2009 - April 2010
Accenture August 2008 - March 2009
UBS July 2007 - August 2007
Morgan Stanley June 2007 - July 2007
Skills
Energy, Energy Efficiency, Renewable Energy, Management Consulting, Data Analysis, Program Management, Project Management, Business Strategy, Economics, Strategic Planning, Quantitative Analytics, Visio, Stata, Analysis, Financial Modeling, Analytics, Electric Guitar, Strategy, Policy Analysis, Sustainability, Policy
Education
Northwestern University
Master's Degree, Predictive Analysis (Online)
Northwestern University 2004 — 2008
Bachelor of Science, Mechanical Engineering
Beth Kilton - O'Malley Beth Kilton - O'Malley's UBS Experience 1997 - 2000
Job cannot disclose
Industry Accounting
Experience
cannot disclose October 2008 - Present
ABN AMRO 2000 - 2004
UBS 1997 - 2000
Arthur Andersen 1988 - 1997
Skills
CPA
Education
Northwestern University - Kellogg School of Management 1997 — 2000
MBA
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Accounting
cannot disclose October 2008 - Present
ABN AMRO 2000 - 2004
UBS 1997 - 2000
Arthur Andersen 1988 - 1997
Skills
CPA
Education
Northwestern University - Kellogg School of Management 1997 — 2000
MBA
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Accounting
Ed Broderick Ed Broderick's UBS Experience 2000 - 2001
Job SQL Server / .Net Programmer at XL Group plc
Industry Information Technology and Services
Experience
XL Group plc August 2011 - Present
Capgemini 2010 - July 2011
Sungard iWorks 2003 - 2010
The Hartford 2002 - 2003
Aetna 2001 - 2002
UBS 2000 - 2001
The Leverage Group 1999 - 2000
Gen Re 1995 - 1999
The Systems Group 1986 - 1995
Vantage Technology, Inc. 1991 - 1992
Education
Northern Illinois University 1965 — 1972
B.S., Philosophy
St.Viator HS
XL Group plc August 2011 - Present
Capgemini 2010 - July 2011
Sungard iWorks 2003 - 2010
The Hartford 2002 - 2003
Aetna 2001 - 2002
UBS 2000 - 2001
The Leverage Group 1999 - 2000
Gen Re 1995 - 1999
The Systems Group 1986 - 1995
Vantage Technology, Inc. 1991 - 1992
Education
Northern Illinois University 1965 — 1972
B.S., Philosophy
St.Viator HS
Jill Hedtler Jill Hedtler's UBS Experience October 2008 - Present
Job Registered Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS October 2008 - Present
UBS October 2006 - October 2008
Forsythe County School District July 2004 - January 2006
Education
Oakland University 2006 — 2008
Bachelor of Science, Finance
UBS October 2008 - Present
UBS October 2006 - October 2008
Forsythe County School District July 2004 - January 2006
Education
Oakland University 2006 — 2008
Bachelor of Science, Finance
Robert R. Frump Robert R. Frump's UBS Experience February 2007 - July 2008
Job Author and Corporate Communications
Industry Writing and Editing
Experience
Morgan Stanley Wealth Management September 2010 - Present
Clark Consulting February 2009 - September 2010
Race Point Strategic Content, Inc. June 2008 - September 2010
Fort Worth Star-Telegram 1910 - 2009
Freelance 1910 - 2009
UBS February 2007 - July 2008
UBS Wealth Management February 2007 - July 2008
UBS Financial Services, Inc February 2007 - June 2008
UBS Financial Serivces 2007 - 2008
Merrill Lynch October 2000 - November 2006
Skills
content, writing, author, Publishing, Custom Publishing, Investigative Reporting, Process Engineering, Online Publishing, Publications, Transportation, Compliance, Series 7, Editing, Series 66, Series 24, FINRA, Journalism, Magazines, Books, Social Media, Public Relations, Blogging, Copy Editing, Promotions, Ebooks, Editorial, Press Releases, Change Management, Media Relations, Newspaper, Proofreading, Newsletters, Integrated Marketing, Retail, Content Development, Corporate Communications, Copywriting, Research, Internal Communications, Content Management, Marketing Communications, Strategic Communications, Web Content, Social Networking, Public Speaking, Marketing Strategy, Fundraising, Digital Media, Advertising, Online Marketing
Education
Northwestern University 1969 — 1970
MSJ, Journalism
University of Illinois at Urbana-Champaign 1965 — 1969
BSJ, Journalism
University of Illinois at Urbana-Champaign 1965 — 1969
BS, Journ
Morgan Stanley Wealth Management September 2010 - Present
Clark Consulting February 2009 - September 2010
Race Point Strategic Content, Inc. June 2008 - September 2010
Fort Worth Star-Telegram 1910 - 2009
Freelance 1910 - 2009
UBS February 2007 - July 2008
UBS Wealth Management February 2007 - July 2008
UBS Financial Services, Inc February 2007 - June 2008
UBS Financial Serivces 2007 - 2008
Merrill Lynch October 2000 - November 2006
Skills
content, writing, author, Publishing, Custom Publishing, Investigative Reporting, Process Engineering, Online Publishing, Publications, Transportation, Compliance, Series 7, Editing, Series 66, Series 24, FINRA, Journalism, Magazines, Books, Social Media, Public Relations, Blogging, Copy Editing, Promotions, Ebooks, Editorial, Press Releases, Change Management, Media Relations, Newspaper, Proofreading, Newsletters, Integrated Marketing, Retail, Content Development, Corporate Communications, Copywriting, Research, Internal Communications, Content Management, Marketing Communications, Strategic Communications, Web Content, Social Networking, Public Speaking, Marketing Strategy, Fundraising, Digital Media, Advertising, Online Marketing
Education
Northwestern University 1969 — 1970
MSJ, Journalism
University of Illinois at Urbana-Champaign 1965 — 1969
BSJ, Journalism
University of Illinois at Urbana-Champaign 1965 — 1969
BS, Journ
Romy Sarrazin Romy Sarrazin's UBS Experience May 2005 - June 2007
Job Teacher at Bridges School
Industry Primary/Secondary Education
Experience
Bridges School September 2007 - Present
UBS May 2005 - June 2007
UJA-Federation July 2003 - February 2007
Skills
Teaching, Public Speaking, Editing, Fundraising, Non-profits, Research, Proofreading, Event Planning, Microsoft Office, Community Outreach, Grant Writing, Tutoring, Curriculum Design, PowerPoint, Microsoft Word, Microsoft Excel, Curriculum Development, Program Development, Social Media, Volunteer Management
Education
Walden University 2014 — 2017
Master’s Degree, Early Childhood Education and Teaching
Sacred Heart University 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
Norwalk Community College
associates degree, early childhood education and teaching
Bridges School September 2007 - Present
UBS May 2005 - June 2007
UJA-Federation July 2003 - February 2007
Skills
Teaching, Public Speaking, Editing, Fundraising, Non-profits, Research, Proofreading, Event Planning, Microsoft Office, Community Outreach, Grant Writing, Tutoring, Curriculum Design, PowerPoint, Microsoft Word, Microsoft Excel, Curriculum Development, Program Development, Social Media, Volunteer Management
Education
Walden University 2014 — 2017
Master’s Degree, Early Childhood Education and Teaching
Sacred Heart University 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
Norwalk Community College
associates degree, early childhood education and teaching
Jeffrey Curio Jeffrey Curio's UBS Experience January 2012 - Present
Job CPWA®, Senior Vice PresidentWealth Management, Senior Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2012 - Present
Morgan Stanley January 2005 - January 2012
Wachovia Securities March 2000 - January 2005
Olde Discount January 1994 - March 2000
Education
The University of Chicago - Booth School of Business 2010 — 2011
CPWA®, Certified Private Wealth Advisor
Northern Illinois University 1989 — 1993
Bachelors of Science, Corporate Communications
UBS January 2012 - Present
Morgan Stanley January 2005 - January 2012
Wachovia Securities March 2000 - January 2005
Olde Discount January 1994 - March 2000
Education
The University of Chicago - Booth School of Business 2010 — 2011
CPWA®, Certified Private Wealth Advisor
Northern Illinois University 1989 — 1993
Bachelors of Science, Corporate Communications
Kristen Townsend Kristen Townsend's UBS Experience September 1994 - June 2004
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Pointe Alarm January 2012 - June 2013
State Farm Insurance May 2011 - September 2011
Leonard & Company November 2007 - April 2009
Merrill Lynch October 2004 - November 2007
UBS September 1994 - June 2004
Paine Webber February 1994 - August 1994
Rodman & Renshaw October 1992 - February 1994
Skills
Project Planning, Process Improvement, Customer Service, Leadership, Fundraising, CRM, Management, Business Development, Sales, Employee Benefits, Portfolio Management, Risk Management, Strategic Planning, Series 7, Account Management, Team Building
Education
Northwood University
Morgan Stanley Wealth Management January 2014 - Present
Pointe Alarm January 2012 - June 2013
State Farm Insurance May 2011 - September 2011
Leonard & Company November 2007 - April 2009
Merrill Lynch October 2004 - November 2007
UBS September 1994 - June 2004
Paine Webber February 1994 - August 1994
Rodman & Renshaw October 1992 - February 1994
Skills
Project Planning, Process Improvement, Customer Service, Leadership, Fundraising, CRM, Management, Business Development, Sales, Employee Benefits, Portfolio Management, Risk Management, Strategic Planning, Series 7, Account Management, Team Building
Education
Northwood University
Remy Blaettler's UBS Experience September 2002 - August 2004
Job CTO and CoFounder Supertext
Industry Information Technology and Services
Experience
Supertext AG January 2007 - Present
Sungard August 2004 - January 2007
UBS September 2002 - August 2004
Cerberus 1992 - 1996
Skills
ASP.NET, MySQL, JavaScript, CSS, HTML, C#, Visual Studio, Java, SQL, .NET, Mobile Applications, PL/SQL, SEO, Visual Basic, SDLC, T-SQL, JSP, Web Services, Web Applications, Architecture, XML, Web Development, Scrum, AJAX, HTML 5, jQuery, knockoutjs, Entity Framework, REST, Software Development, Android, Agile Project Management, Ruby, Software Engineering, Open Source, Git, Agile Methodologies, PHP, JSON, XSLT, Subversion, PostgreSQL, Test Driven Development, Software Design, Python, Distributed Systems, Perl, Design Patterns, SOA, Architectures
Education
Northwestern University 2000 — 2002
M.S., Computer, Software, Management
University of Applied Science Rapperswil 1996 — 2000
B.S., Computer Engineering, Software Science, Management
Supertext AG January 2007 - Present
Sungard August 2004 - January 2007
UBS September 2002 - August 2004
Cerberus 1992 - 1996
Skills
ASP.NET, MySQL, JavaScript, CSS, HTML, C#, Visual Studio, Java, SQL, .NET, Mobile Applications, PL/SQL, SEO, Visual Basic, SDLC, T-SQL, JSP, Web Services, Web Applications, Architecture, XML, Web Development, Scrum, AJAX, HTML 5, jQuery, knockoutjs, Entity Framework, REST, Software Development, Android, Agile Project Management, Ruby, Software Engineering, Open Source, Git, Agile Methodologies, PHP, JSON, XSLT, Subversion, PostgreSQL, Test Driven Development, Software Design, Python, Distributed Systems, Perl, Design Patterns, SOA, Architectures
Education
Northwestern University 2000 — 2002
M.S., Computer, Software, Management
University of Applied Science Rapperswil 1996 — 2000
B.S., Computer Engineering, Software Science, Management
Thomas W. Fry's UBS Experience August 1998 - September 1999
Job Director at Samsung Electronics
Industry Semiconductors
Experience
Samsung Semiconductor July 2011 - September 2015
Samsung Electronics August 2009 - August 2011
Samsung Group Chairman's Office September 2007 - August 2009
Frankel Commercialization Fund September 2006 - August 2007
Technology Transfer Office, Univ. of Michigan May 2006 - September 2006
IBM August 2001 - July 2005
University of Washington - Adaptive Computing Machines and Emulators Lab September 1999 - August 2001
UBS August 1998 - September 1999
KMF Development March 1996 - August 1998
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Emphasis in Technology, Strategy and Entreprenuership
University of Washington 1999 — 2001
M.S., Computer Engineering
Northwestern University 1994 — 1998
B.S., Computer Engineering
Samsung Semiconductor July 2011 - September 2015
Samsung Electronics August 2009 - August 2011
Samsung Group Chairman's Office September 2007 - August 2009
Frankel Commercialization Fund September 2006 - August 2007
Technology Transfer Office, Univ. of Michigan May 2006 - September 2006
IBM August 2001 - July 2005
University of Washington - Adaptive Computing Machines and Emulators Lab September 1999 - August 2001
UBS August 1998 - September 1999
KMF Development March 1996 - August 1998
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Emphasis in Technology, Strategy and Entreprenuership
University of Washington 1999 — 2001
M.S., Computer Engineering
Northwestern University 1994 — 1998
B.S., Computer Engineering
Arthur Prusan's UBS Experience December 2008 - January 2010
Job SVP Credit and Risk Management
Industry Financial Services
Experience
Amalgamated Bank October 2012 - Present
Deutsche Bank June 2010 - September 2012
UBS December 2008 - January 2010
Goldman Sachs April 2007 - November 2008
IPC Information Systems February 2005 - October 2006
GE Railcar Services September 2002 - February 2005
GE Capital January 1995 - August 2002
Downstate Junior Volleyball Club January 1989 - January 2002
GE Capital August 1989 - December 1994
Skills
Financial Management, Budgeting, Metrics, Forecasting, Strategic Planning, Contract Negotiations, Vendor Management, Financial Analysis, Process Improvement, Business Planning, Change Management, Team Leadership, Financial Reporting, Team Building, Offshore Outsourcing, Offshore Management, Budgets, Managerial Finance, Leadership, Contract Negotiation, Strategy, Business Strategy, Program Management, Outsourcing, Financial Modeling, Finance, Analysis, Management, Training, Due Diligence, Recruiting, Human Resources, Portfolio Management, Project Management, Project Planning, Negotiation, Analytics, Six Sigma, Risk Management
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Marketing, Management & Organziations, 4.0
Yale University 1984 — 1988
BA, applied math and economics
New York University - Leonard N. Stern School of Business 2006 — 2006
Business Ethics, International Business, Marketing
Amalgamated Bank October 2012 - Present
Deutsche Bank June 2010 - September 2012
UBS December 2008 - January 2010
Goldman Sachs April 2007 - November 2008
IPC Information Systems February 2005 - October 2006
GE Railcar Services September 2002 - February 2005
GE Capital January 1995 - August 2002
Downstate Junior Volleyball Club January 1989 - January 2002
GE Capital August 1989 - December 1994
Skills
Financial Management, Budgeting, Metrics, Forecasting, Strategic Planning, Contract Negotiations, Vendor Management, Financial Analysis, Process Improvement, Business Planning, Change Management, Team Leadership, Financial Reporting, Team Building, Offshore Outsourcing, Offshore Management, Budgets, Managerial Finance, Leadership, Contract Negotiation, Strategy, Business Strategy, Program Management, Outsourcing, Financial Modeling, Finance, Analysis, Management, Training, Due Diligence, Recruiting, Human Resources, Portfolio Management, Project Management, Project Planning, Negotiation, Analytics, Six Sigma, Risk Management
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Marketing, Management & Organziations, 4.0
Yale University 1984 — 1988
BA, applied math and economics
New York University - Leonard N. Stern School of Business 2006 — 2006
Business Ethics, International Business, Marketing
Tracy Soult's UBS Experience June 2005 - September 2005
Job Associate Director at Navigant
Industry Hospital & Health Care
Experience
Navigant September 2013 - Present
Navigant May 2011 - August 2013
Accretive Health June 2006 - May 2011
UBS June 2005 - September 2005
Skills
Healthcare, Analysis, Revenue Cycle, Forecasting, Data Analysis, Strategic Planning, Management, Contract Negotiation, Analytics, Strategy
Education
Northwestern University 2002 — 2006
BA, Mathematics
Navigant September 2013 - Present
Navigant May 2011 - August 2013
Accretive Health June 2006 - May 2011
UBS June 2005 - September 2005
Skills
Healthcare, Analysis, Revenue Cycle, Forecasting, Data Analysis, Strategic Planning, Management, Contract Negotiation, Analytics, Strategy
Education
Northwestern University 2002 — 2006
BA, Mathematics
Glenn Buric's UBS Experience 1998 - 2001
Job Developer at Chicago Trading Company
Industry Capital Markets
Experience
Chicago Trading Company August 2014 - Present
Ravus Trading February 2013 - June 2014
Getco LLC May 2007 - June 2013
Bank of America March 2001 - May 2007
UBS 1998 - 2001
The Revere Group 1996 - 1997
Skills
Agile Methodologies, Derivatives, Distributed Systems, Electronic Trading, Equities, Exchange Connectivity, Fixed Income, High Frequency Trading, Java, Linux, Low Latency, Market Data
Education
Northwestern University 1998 — 2000
MITP, IT
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Chicago Trading Company August 2014 - Present
Ravus Trading February 2013 - June 2014
Getco LLC May 2007 - June 2013
Bank of America March 2001 - May 2007
UBS 1998 - 2001
The Revere Group 1996 - 1997
Skills
Agile Methodologies, Derivatives, Distributed Systems, Electronic Trading, Equities, Exchange Connectivity, Fixed Income, High Frequency Trading, Java, Linux, Low Latency, Market Data
Education
Northwestern University 1998 — 2000
MITP, IT
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Brittany Riordan's UBS Experience 2006 - 2006
Job President, Brittany Riordan, Inc.
Industry Capital Markets
Experience
BR Events & Staffing January 2009 - Present
U.S. Futures Exchange 2006 - December 2008
UBS 2006 - 2006
AMFM, Inc. 1999 - 2006
Principal for a Day June 1996 - January 1998
American Museum of Natural History 1998 - 1998
EVEREN Securities 1995 - 1996
City of Chicago 1994 - 1995
Skills
Management, Marketing, Public Relations, Public Speaking, Leadership, Nonprofits, Event Planning, Marketing Strategy, Strategic Planning, Fundraising, Event Management, Strategic Partnerships, Financial Markets, Product Management, Equities, Social Media, Trading, Media Relations, Integrated Marketing, Options, Email Marketing, Marketing Communications, Product Marketing, Project Management, Strategy, Electronic Trading, Corporate Communications, Social Media Marketing, Online Marketing, Business Development, CRM, Competitive Analysis, Trade Shows, Brand Development, Press Releases, Strategic Communications, Sponsorship, Brand Management
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Master of Business Administration (MBA), Marketing, Strategy
Villanova University 1990 — 1994
Bachelor of Arts (BA), Political Science & Economics
Woodlands Academy 1988 — 1990
New Trier 1986 — 1990
BR Events & Staffing January 2009 - Present
U.S. Futures Exchange 2006 - December 2008
UBS 2006 - 2006
AMFM, Inc. 1999 - 2006
Principal for a Day June 1996 - January 1998
American Museum of Natural History 1998 - 1998
EVEREN Securities 1995 - 1996
City of Chicago 1994 - 1995
Skills
Management, Marketing, Public Relations, Public Speaking, Leadership, Nonprofits, Event Planning, Marketing Strategy, Strategic Planning, Fundraising, Event Management, Strategic Partnerships, Financial Markets, Product Management, Equities, Social Media, Trading, Media Relations, Integrated Marketing, Options, Email Marketing, Marketing Communications, Product Marketing, Project Management, Strategy, Electronic Trading, Corporate Communications, Social Media Marketing, Online Marketing, Business Development, CRM, Competitive Analysis, Trade Shows, Brand Development, Press Releases, Strategic Communications, Sponsorship, Brand Management
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Master of Business Administration (MBA), Marketing, Strategy
Villanova University 1990 — 1994
Bachelor of Arts (BA), Political Science & Economics
Woodlands Academy 1988 — 1990
New Trier 1986 — 1990
David Wardrop, CFA's UBS Experience June 2015 - Present
Job Senior Vice President at UBS
Industry Investment Management
Experience
UBS June 2015 - Present
J.P. Morgan April 2011 - June 2015
Merrill Lynch April 2007 - April 2011
Education
Northwestern University
Economics, Journalism
UBS June 2015 - Present
J.P. Morgan April 2011 - June 2015
Merrill Lynch April 2007 - April 2011
Education
Northwestern University
Economics, Journalism
Max Perez's UBS Experience July 2008 - Present
Job Executive Director, UBS Financial Services
Industry Financial Services
Experience
UBS July 2008 - Present
Education
Northwestern University - Kellogg School of Management 2007 — 2008
MBA, Finance
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelor of Science, Finance
UBS July 2008 - Present
Education
Northwestern University - Kellogg School of Management 2007 — 2008
MBA, Finance
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelor of Science, Finance
Bryan Adamson's UBS Experience January 2015 - Present
Job Director, Complex Director at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
UBS Wealth Management March 2001 - Present
UBS October 2007 - January 2015
UBS 2001 - 2007
Education
Northwest Missouri State University 1994 — 1998
Bachelor of Science (B.Sc.)
UBS January 2015 - Present
UBS Wealth Management March 2001 - Present
UBS October 2007 - January 2015
UBS 2001 - 2007
Education
Northwest Missouri State University 1994 — 1998
Bachelor of Science (B.Sc.)
Marj Fraser's UBS Experience 2004 - 2004
Job Office Manager at Shutters & Sails, LLC
Industry Financial Services
Experience
Shutters & Sails, LLC 2009 - Present
ING 2005 - 2009
Phoenix Investment Partners 2004 - 2006
UBS 2004 - 2004
ING Investment Management 1999 - 2003
ING Investment Management 1999 - 2003
Skills
Investments, Account Management, Sales, Management, Asset Managment, Analysis, Microsoft Office, Project Management
Education
Norwich University 1990 — 1994
BS, BIOLOGY
Shutters & Sails, LLC 2009 - Present
ING 2005 - 2009
Phoenix Investment Partners 2004 - 2006
UBS 2004 - 2004
ING Investment Management 1999 - 2003
ING Investment Management 1999 - 2003
Skills
Investments, Account Management, Sales, Management, Asset Managment, Analysis, Microsoft Office, Project Management
Education
Norwich University 1990 — 1994
BS, BIOLOGY
Cary Torkelson's UBS Experience October 1997 - September 1998
Job Solutions Architect, DriveWealth
Industry Computer Software
Experience
DriveWealth October 2012 - Present
mobiMicro May 2013 - Present
RadioYo October 2012 - Present
Tylted February 2007 - September 2012
Roundbox, Inc. September 2006 - February 2007
Spiderphone 1998 - 2006
UBS October 1997 - September 1998
Morgan Stanley 1994 - 1997
Skills
Start-ups, Management, Mobile Internet, Mobile Devices, Mobile Applications, Telecommunications, Product Management, Mobile Marketing, C#, XML, SQL, Strategic Partnerships, Product Development, JavaScript, C++, Integration, .NET, Web Services, Microsoft SQL Server, Web Applications, E-commerce, User Interface Design
Education
Northwestern University 1984 — 1989
BS and MS, Electrical Engineering
DriveWealth October 2012 - Present
mobiMicro May 2013 - Present
RadioYo October 2012 - Present
Tylted February 2007 - September 2012
Roundbox, Inc. September 2006 - February 2007
Spiderphone 1998 - 2006
UBS October 1997 - September 1998
Morgan Stanley 1994 - 1997
Skills
Start-ups, Management, Mobile Internet, Mobile Devices, Mobile Applications, Telecommunications, Product Management, Mobile Marketing, C#, XML, SQL, Strategic Partnerships, Product Development, JavaScript, C++, Integration, .NET, Web Services, Microsoft SQL Server, Web Applications, E-commerce, User Interface Design
Education
Northwestern University 1984 — 1989
BS and MS, Electrical Engineering
Jennifer (Yoon) Kim's UBS Experience 2008 - 2010
Job Senior Analyst at Tiffany & Co. (FINRA Series 7 & 66 Licenses)
Industry Luxury Goods & Jewelry
Experience
Tiffany & Co. April 2011 - Present
UBS 2008 - 2010
Countrywide Capital Markets 2006 - 2008
Goldman Sachs 2005 - 2005
Education
Northwestern University
Tiffany & Co. April 2011 - Present
UBS 2008 - 2010
Countrywide Capital Markets 2006 - 2008
Goldman Sachs 2005 - 2005
Education
Northwestern University
Michael O'Shaughnessy's UBS Experience September 2006 - April 2011
Job at Northwood Investors
Industry Real Estate
Experience
Northwood Investors April 2011 - Present
UBS September 2006 - April 2011
Investcorp International Inc. 2004 - 2006
Transwestern Investment Company 1997 - 2003
Jones Lang LaSalle 1994 - 1997
Education
Northwestern University 1990 — 1994
BS, Chemical Engineering
Loyola Academy
The University of Chicago Booth School of Business
Northwood Investors April 2011 - Present
UBS September 2006 - April 2011
Investcorp International Inc. 2004 - 2006
Transwestern Investment Company 1997 - 2003
Jones Lang LaSalle 1994 - 1997
Education
Northwestern University 1990 — 1994
BS, Chemical Engineering
Loyola Academy
The University of Chicago Booth School of Business
Sharon Warsaski's UBS Experience 2003 - 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
CVS/Caremark March 2008 - Present
UBS 2003 - 2007
Bradford Exchange 2000 - 2003
Lucent Technologies / AT&T 1984 - 2000
AT&T 1984 - 2000
AT&T Bell Laboratories 1990 - 1996
Skills
Requirements Gathering, Shell Scripting, Software Development, JSP, XML, Business Strategy, Project Planning, Start-ups, JSF, Program Management, Software Project..., Business Analysis, Wireless, Java, Web Applications, System Architecture, Telecommunications, SDLC, Agile Methodologies, Requirements Analysis, Unix
Education
Northwestern University 1986 — 1990
MS, Computer Science
Northwestern University 1980 — 1984
BS, Computer Science
CVS/Caremark March 2008 - Present
UBS 2003 - 2007
Bradford Exchange 2000 - 2003
Lucent Technologies / AT&T 1984 - 2000
AT&T 1984 - 2000
AT&T Bell Laboratories 1990 - 1996
Skills
Requirements Gathering, Shell Scripting, Software Development, JSP, XML, Business Strategy, Project Planning, Start-ups, JSF, Program Management, Software Project..., Business Analysis, Wireless, Java, Web Applications, System Architecture, Telecommunications, SDLC, Agile Methodologies, Requirements Analysis, Unix
Education
Northwestern University 1986 — 1990
MS, Computer Science
Northwestern University 1980 — 1984
BS, Computer Science
Jennifer Edelheit (Benhart), CPA, MBA's UBS Experience May 2004 - Present
Job Director at UBS, Equities Business Management
Industry Financial Services
Experience
UBS May 2004 - Present
PricewaterhouseCoopers September 2001 - May 2004
Skills
Financial Modeling
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Marketing, Finance
University of Iowa - Henry B. Tippie College of Business 1996 — 2001
Bachelor of Business Administration, Accounting, English
UBS May 2004 - Present
PricewaterhouseCoopers September 2001 - May 2004
Skills
Financial Modeling
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Marketing, Finance
University of Iowa - Henry B. Tippie College of Business 1996 — 2001
Bachelor of Business Administration, Accounting, English
Sherron Norris-Linen, PMP's UBS Experience February 1997 - February 1998
Job Senior Management Consultant at Carlisle & Gallagher Consulting Group
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group March 2013 - Present
Bank of America May 2012 - Present
Ally Financial Inc. September 2011 - May 2012
Bank of America July 1998 - September 2011
Accenture January 1998 - July 1998
UBS February 1997 - February 1998
Skills
Project Management, Change Management, Project Finance, Agile Methodologies, PMI Trained, Green Belt, International Project..., Information Technology, HR Consulting, Management Consulting, Process Improvement, Business Analysis, Management, Access, Requirements Gathering
Education
Norwalk Community College 1993 — 1996
Carlisle & Gallagher Consulting Group March 2013 - Present
Bank of America May 2012 - Present
Ally Financial Inc. September 2011 - May 2012
Bank of America July 1998 - September 2011
Accenture January 1998 - July 1998
UBS February 1997 - February 1998
Skills
Project Management, Change Management, Project Finance, Agile Methodologies, PMI Trained, Green Belt, International Project..., Information Technology, HR Consulting, Management Consulting, Process Improvement, Business Analysis, Management, Access, Requirements Gathering
Education
Norwalk Community College 1993 — 1996
Erica Ross's UBS Experience 2005 - 2006
Job Executive Director, Global Head of Events, J. P. Morgan Private Bank
Industry Events Services
Experience
JPMorgan October 2007 - Present
Deutsche Bank October 2006 - October 2007
UBS 2005 - 2006
Royal Bank of Scotland 2002 - 2005
Momentum 2000 - 2002
Bear Stearns March 1998 - May 2000
PGI 1995 - 1997
Skills
Event Management, Marketing Strategy, Fundraising, Event Planning, Corporate Events, Strategic Planning, Marketing, Management, Investments
Education
Occidental College 1990 — 1994
BA, Sociology
JPMorgan October 2007 - Present
Deutsche Bank October 2006 - October 2007
UBS 2005 - 2006
Royal Bank of Scotland 2002 - 2005
Momentum 2000 - 2002
Bear Stearns March 1998 - May 2000
PGI 1995 - 1997
Skills
Event Management, Marketing Strategy, Fundraising, Event Planning, Corporate Events, Strategic Planning, Marketing, Management, Investments
Education
Occidental College 1990 — 1994
BA, Sociology
Elisa Ambrosini's UBS Experience December 2000 - November 2005
Job IT Coordinator/Buyer at Calamos Investments
Industry Information Technology and Services
Experience
Calamos Investments March 2006 - Present
UBS December 2000 - November 2005
Skills
Business Analysis, Disaster Recovery, Vendor Management, SharePoint, Process Improvement, Project Management
Education
Northern Illinois University
Calamos Investments March 2006 - Present
UBS December 2000 - November 2005
Skills
Business Analysis, Disaster Recovery, Vendor Management, SharePoint, Process Improvement, Project Management
Education
Northern Illinois University
Tye Carrington's UBS Experience September 1997 - January 2002
Job Making a Difference, One Loan at a time.
Industry Banking
Experience
Warshaw Capital, LLC September 2009 - Present
Millenium Home Loans March 2004 - January 2008
UBS September 1997 - January 2002
Unilever via Leafstone Staffing 1998 - 1998
Skills
Mortgage Lending, Residential Mortgages, Mortgage, VA, Loan Origination, Loans, Jumbo Mortgage, High-Balance Mortgage, Loan Processing, Loan Closings, Second Mortgages, Real Estate, Investment Properties, REO, First Time Home Buyers, Investments, Refinance, Portfolio Management, Credit, Underwriting, Funding, Mortgage Banking, FHA, FHA financing, Commercial Lending, VA loans, Consumer Lending, Mortgage Underwriting, Commercial Mortgages, Real Estate Financing, Real Estate Economics, Financial Structuring, Referrals, Financial Services, Mortgage Marketing, Wealth Management, Credit Analysis, USDA, Financial Risk, Investors, Government Loans, Commercial Banking, Reverse Mortgages, Rates, Banking, Finance, Residential Homes, Credit Risk, FHA Financing, Interest Rates
Education
Sandler Sales Institute 2005 — 2007
"President's Club"
Norwalk Community College 1997 — 1999
N/A, Business Management
Westhill Highschool 1989 — 1993
Mathematics, Business
Warshaw Capital, LLC September 2009 - Present
Millenium Home Loans March 2004 - January 2008
UBS September 1997 - January 2002
Unilever via Leafstone Staffing 1998 - 1998
Skills
Mortgage Lending, Residential Mortgages, Mortgage, VA, Loan Origination, Loans, Jumbo Mortgage, High-Balance Mortgage, Loan Processing, Loan Closings, Second Mortgages, Real Estate, Investment Properties, REO, First Time Home Buyers, Investments, Refinance, Portfolio Management, Credit, Underwriting, Funding, Mortgage Banking, FHA, FHA financing, Commercial Lending, VA loans, Consumer Lending, Mortgage Underwriting, Commercial Mortgages, Real Estate Financing, Real Estate Economics, Financial Structuring, Referrals, Financial Services, Mortgage Marketing, Wealth Management, Credit Analysis, USDA, Financial Risk, Investors, Government Loans, Commercial Banking, Reverse Mortgages, Rates, Banking, Finance, Residential Homes, Credit Risk, FHA Financing, Interest Rates
Education
Sandler Sales Institute 2005 — 2007
"President's Club"
Norwalk Community College 1997 — 1999
N/A, Business Management
Westhill Highschool 1989 — 1993
Mathematics, Business
Nancy Russell (nee Geimer)'s UBS Experience 1997 - 1999
Job President at Management Advisory Council, LLC
Industry Management Consulting
Experience
Management Advisory Council, LLC September 2011 - Present
Management Advisory Council 2001 - September 2011
UBS 1997 - 1999
Swiss Bank Corporation 1986 - 1997
Skills
Innovative, Diligent, Detail Oriented, Financial Analysis, Reliability, Business Relationship..., Financial Modeling, Legal Documentation, Negotiation, Meeting Planning, Creative Problem Solving, Commercial Banking, Documentation, Budgeting, Cash Flow Forecasting, Follow-up, Corporate Finance, Writing, Management Consulting, Credit Analysis, Teamwork, Collaborative, avid learner, Excel, Word, Windows, Customer Service, Supervisory Skills, Integrity, Perseverance, Analytical Skills, Coaching, Budgets, Microsoft Excel, Credit Risk, Microsoft Word, Business Planning, Training, Executive Coaching, Leadership, Entrepreneurship, Small Business, Business Strategy, Strategy, Credit, Mergers & Acquisitions, Restructuring, Management, Finance, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MM, Finance and Organizational Behavior
Northwestern University 1982 — 1986
BA, Economics
Carmel Catholic High School 1978 — 1982
Valedictorian, College Prep
Management Advisory Council, LLC September 2011 - Present
Management Advisory Council 2001 - September 2011
UBS 1997 - 1999
Swiss Bank Corporation 1986 - 1997
Skills
Innovative, Diligent, Detail Oriented, Financial Analysis, Reliability, Business Relationship..., Financial Modeling, Legal Documentation, Negotiation, Meeting Planning, Creative Problem Solving, Commercial Banking, Documentation, Budgeting, Cash Flow Forecasting, Follow-up, Corporate Finance, Writing, Management Consulting, Credit Analysis, Teamwork, Collaborative, avid learner, Excel, Word, Windows, Customer Service, Supervisory Skills, Integrity, Perseverance, Analytical Skills, Coaching, Budgets, Microsoft Excel, Credit Risk, Microsoft Word, Business Planning, Training, Executive Coaching, Leadership, Entrepreneurship, Small Business, Business Strategy, Strategy, Credit, Mergers & Acquisitions, Restructuring, Management, Finance, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MM, Finance and Organizational Behavior
Northwestern University 1982 — 1986
BA, Economics
Carmel Catholic High School 1978 — 1982
Valedictorian, College Prep
Doreen Fisher's UBS Experience September 1994 - June 2008
Job
Industry Financial Services
Experience
UBS Financial Services Inc September 2009 - September 2012
Edward Jones March 2009 - September 2009
UBS September 1994 - June 2008
UBS Investment Bank 1994 - 2008
UBS Investment Bank 1994 - 2008
UBS / PaineWebber 1994 - 2008
PaineWebber (UBS) 1993 - 2008
Skills
Series 63, Fixed Income, Securities, Bonds, Bloomberg, Trading, Investments, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation, Asset Managment, Investment Banking, Capital Markets, Investment Strategies, Equities
Education
Southern Methodist University 2005 — 2007
Certificate, CFP
Northwood University 1982 — 1984
BBA, Management
UBS Financial Services Inc September 2009 - September 2012
Edward Jones March 2009 - September 2009
UBS September 1994 - June 2008
UBS Investment Bank 1994 - 2008
UBS Investment Bank 1994 - 2008
UBS / PaineWebber 1994 - 2008
PaineWebber (UBS) 1993 - 2008
Skills
Series 63, Fixed Income, Securities, Bonds, Bloomberg, Trading, Investments, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation, Asset Managment, Investment Banking, Capital Markets, Investment Strategies, Equities
Education
Southern Methodist University 2005 — 2007
Certificate, CFP
Northwood University 1982 — 1984
BBA, Management
Daniel Eppler's UBS Experience 1993 - 1997
Job Global Category Sales Director Football at Nike
Industry Sporting Goods
Selim Tay-Agbozo, CFA's UBS Experience July 2007 - September 2009
Job Tishman Speyer
Industry Real Estate
Experience
Tishman Speyer July 2014 - Present
Jefferies Group LLC October 2009 - June 2012
Cavenishe, LLC January 2011 - January 2011
UBS July 2007 - September 2009
Goldman Sachs June 2006 - August 2006
Ameriprise Financial Services, Inc. September 2005 - December 2005
PwC June 2005 - August 2005
Skills
Financial Modeling, Equity Research, Economics, Valuation, Equities, Portfolio Management, Finance, Corporate Finance, Capital Markets, Mergers & Acquisitions, Asset Management, Equity Valuation, Financial Analysis, Real Estate, Financial Statement..., Real Estate Financing, Commercial Real Estate, Equity Capital Markets, Corporate Development, Oil/Gas, MLP, Competitive Analysis, REIT, Real Estate Private..., Private Equity
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Saint Lawrence University 2004 — 2007
Bachelor of Science (B.S.), Economics
Tishman Speyer July 2014 - Present
Jefferies Group LLC October 2009 - June 2012
Cavenishe, LLC January 2011 - January 2011
UBS July 2007 - September 2009
Goldman Sachs June 2006 - August 2006
Ameriprise Financial Services, Inc. September 2005 - December 2005
PwC June 2005 - August 2005
Skills
Financial Modeling, Equity Research, Economics, Valuation, Equities, Portfolio Management, Finance, Corporate Finance, Capital Markets, Mergers & Acquisitions, Asset Management, Equity Valuation, Financial Analysis, Real Estate, Financial Statement..., Real Estate Financing, Commercial Real Estate, Equity Capital Markets, Corporate Development, Oil/Gas, MLP, Competitive Analysis, REIT, Real Estate Private..., Private Equity
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Saint Lawrence University 2004 — 2007
Bachelor of Science (B.S.), Economics
Saad Mohammad's UBS Experience April 2007 - August 2007
Job Graduate Student at Northwestern University
Industry Biotechnology
Experience
Northwestern University January 2015 - Present
UC Berkeley May 2013 - July 2013
Genentech April 2013 - July 2013
Genentech July 2008 - March 2013
UC Berkeley July 2012 - August 2012
Morgan Stanley 2007 - 2008
UBS April 2007 - August 2007
Skills
Western Blotting, HPLC, SEC, SDS-PAGE, Silver Staining, Transgenic Mice, Dot Blot, Immunoprecipitation, ImageJ, Matlab, Research, Data Analysis, Biotechnology, SAP R/3, Public Speaking, AlarmPoint, ArcGIS, POMS, PowerPoint, SAP, Microsoft Office, Microsoft Excel, Manufacturing, Statistics, Google Apps, R, Emerson DCS, Protein Assays
Education
Northwestern University 2014 — 2015
Master of Science (M.S.), Biotechnology
University of California, Berkeley 2008 — 2012
Bachelor of Science (B.S.), Molecular Environmental Biology
Northwestern University January 2015 - Present
UC Berkeley May 2013 - July 2013
Genentech April 2013 - July 2013
Genentech July 2008 - March 2013
UC Berkeley July 2012 - August 2012
Morgan Stanley 2007 - 2008
UBS April 2007 - August 2007
Skills
Western Blotting, HPLC, SEC, SDS-PAGE, Silver Staining, Transgenic Mice, Dot Blot, Immunoprecipitation, ImageJ, Matlab, Research, Data Analysis, Biotechnology, SAP R/3, Public Speaking, AlarmPoint, ArcGIS, POMS, PowerPoint, SAP, Microsoft Office, Microsoft Excel, Manufacturing, Statistics, Google Apps, R, Emerson DCS, Protein Assays
Education
Northwestern University 2014 — 2015
Master of Science (M.S.), Biotechnology
University of California, Berkeley 2008 — 2012
Bachelor of Science (B.S.), Molecular Environmental Biology
John Cutler's UBS Experience 2000 - 2006
Job Investment Manager at William Harris Investors, Inc.
Industry Financial Services
Experience
Wiliam Harris Investors, Inc. 2006 - Present
UBS 2000 - 2006
Skills
Alternative Investments, Equities, Asset Management, Hedge Funds, Asset Allocation, Portfolio Management, Fixed Income, Investments, Investment Management, Private Equity, Financial Modeling
Education
Northwestern University 1983 — 1987
BS, Communication
Wiliam Harris Investors, Inc. 2006 - Present
UBS 2000 - 2006
Skills
Alternative Investments, Equities, Asset Management, Hedge Funds, Asset Allocation, Portfolio Management, Fixed Income, Investments, Investment Management, Private Equity, Financial Modeling
Education
Northwestern University 1983 — 1987
BS, Communication
Darby Foust's UBS Experience May 2003 - August 2008
Job Doula at Holistic Beginnings
Industry Human Resources
Experience
Holistic Beginnings January 2002 - Present
Indiana Tobacco Prevention and Cessation October 2007 - October 2008
UBS May 2003 - August 2008
Skills
Coaching, Community Outreach, Human Resources, Interviews, Public Speaking, Team Building, Nonprofits, Customer Service, Fundraising, Research, Leadership Development, Administration, Event Planning, Event Management, Social Media
Education
Oakland City University 1995 — 1997
Art Education
Holistic Beginnings January 2002 - Present
Indiana Tobacco Prevention and Cessation October 2007 - October 2008
UBS May 2003 - August 2008
Skills
Coaching, Community Outreach, Human Resources, Interviews, Public Speaking, Team Building, Nonprofits, Customer Service, Fundraising, Research, Leadership Development, Administration, Event Planning, Event Management, Social Media
Education
Oakland City University 1995 — 1997
Art Education
Kelly Sikorski's UBS Experience April 2000 - September 2001
Job Vice President Sam's Finance
Industry Retail
Experience
Walmart February 2015 - Present
Walmart December 2012 - February 2015
Walmart December 2010 - December 2012
Wal-Mart April 2008 - December 2010
Wal-Mart April 2007 - April 2008
Wal-Mart June 2005 - April 2007
Wal-Mart August 2003 - June 2005
UBS April 2000 - September 2001
PricewaterhouseCoopers September 1997 - April 2000
Skills
Business Strategy, Strategy, Retail, Forecasting, Financial Analysis, Income Statement, Budgets, Strategic Planning, Cross-functional Team..., P&L Management, Merchandising, Inventory Management, Profit, Pricing, Financial Modeling, Financial Reporting, Strategic Financial..., Competitive Analysis, Accounting, Process Improvement
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance, Strategy
Rutgers University-New Brunswick 1993 — 1997
BS, Accounting
Walmart February 2015 - Present
Walmart December 2012 - February 2015
Walmart December 2010 - December 2012
Wal-Mart April 2008 - December 2010
Wal-Mart April 2007 - April 2008
Wal-Mart June 2005 - April 2007
Wal-Mart August 2003 - June 2005
UBS April 2000 - September 2001
PricewaterhouseCoopers September 1997 - April 2000
Skills
Business Strategy, Strategy, Retail, Forecasting, Financial Analysis, Income Statement, Budgets, Strategic Planning, Cross-functional Team..., P&L Management, Merchandising, Inventory Management, Profit, Pricing, Financial Modeling, Financial Reporting, Strategic Financial..., Competitive Analysis, Accounting, Process Improvement
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance, Strategy
Rutgers University-New Brunswick 1993 — 1997
BS, Accounting
Colleen Quilty's UBS Experience August 2014 - Present
Job Investment strategist at UBS
Industry Financial Services
Experience
UBS August 2014 - Present
J.P. Morgan January 2009 - August 2014
Education
Northwestern University
Sciences Po
UBS August 2014 - Present
J.P. Morgan January 2009 - August 2014
Education
Northwestern University
Sciences Po
Philipp Ines's UBS Experience May 2011 - Present
Job Desktop Support at UBS, HP
Industry Information Technology and Services
Experience
UBS May 2011 - Present
Wipro Technologies July 2010 - April 2011
Clairol, P&G, Stamford Plant April 2005 - August 2007
Skills
Infrastructure, Active Directory, Servers, Software Installation, Routers, Networking, XP, Windows Server, Databases, Windows 7, Troubleshooting, Computer Hardware
Education
Cyberlearingindia.com 2010 — 2011
Course, ITIL Foundation
Norwalk Community College 1999 — 2004
Associate, Information Technology
Norwalk Community College 2001 — 2003
Associate, Cisco Networking
UBS May 2011 - Present
Wipro Technologies July 2010 - April 2011
Clairol, P&G, Stamford Plant April 2005 - August 2007
Skills
Infrastructure, Active Directory, Servers, Software Installation, Routers, Networking, XP, Windows Server, Databases, Windows 7, Troubleshooting, Computer Hardware
Education
Cyberlearingindia.com 2010 — 2011
Course, ITIL Foundation
Norwalk Community College 1999 — 2004
Associate, Information Technology
Norwalk Community College 2001 — 2003
Associate, Cisco Networking
Poornima Ravishankar's UBS Experience May 2009 - Present
Job Attorney at UBS
Industry Law Practice
Experience
UBS May 2009 - Present
Riker Danzig Scherer Hyland & Perretti LLP February 2006 - April 2009
Schenck, Price, Smith & King, LLP September 2004 - January 2006
Skills
Corporate Law, Westlaw, Securities Regulation, Corporate Governance, Securities Litigation, Commercial Litigation, Licensing
Education
Seton Hall University School of Law 2001 — 2004
JD, Law
Northwestern University 1994 — 1998
BSJ, Journalism
Watchung Hills Regional High School
UBS May 2009 - Present
Riker Danzig Scherer Hyland & Perretti LLP February 2006 - April 2009
Schenck, Price, Smith & King, LLP September 2004 - January 2006
Skills
Corporate Law, Westlaw, Securities Regulation, Corporate Governance, Securities Litigation, Commercial Litigation, Licensing
Education
Seton Hall University School of Law 2001 — 2004
JD, Law
Northwestern University 1994 — 1998
BSJ, Journalism
Watchung Hills Regional High School
Frank Myers's UBS Experience June 2004 - August 2004
Job Vice President of Finance and Operations at S&S Activewear, Americana Sportswear, & EVA Sportswear
Industry Apparel & Fashion
Experience
S&S Activewear November 2009 - Present
Valor Equity Partners July 2008 - October 2009
BMO Capital Markets July 2006 - July 2008
Harris myCFO June 2005 - August 2005
UBS June 2004 - August 2004
Skills
Mergers & Acquisitions, Mergers, Finance, Financial Modeling, Venture Capital, Cash Management, Corporate Finance, Valuation, Strategic Planning, Due Diligence, Financial Analysis, Private Equity, Marketing Strategy, Forecasting, Capital Markets, Investments, Management
Education
Northwestern University 2002 — 2006
BA, Economics
Blake
S&S Activewear November 2009 - Present
Valor Equity Partners July 2008 - October 2009
BMO Capital Markets July 2006 - July 2008
Harris myCFO June 2005 - August 2005
UBS June 2004 - August 2004
Skills
Mergers & Acquisitions, Mergers, Finance, Financial Modeling, Venture Capital, Cash Management, Corporate Finance, Valuation, Strategic Planning, Due Diligence, Financial Analysis, Private Equity, Marketing Strategy, Forecasting, Capital Markets, Investments, Management
Education
Northwestern University 2002 — 2006
BA, Economics
Blake
Shelby Schwabauer's UBS Experience April 2009 - October 2009
Job Associate Analyst at Moodys Investors Service
Industry Financial Services
Experience
Moodys Corporation October 2010 - Present
Union Bank October 2009 - October 2010
UBS April 2009 - October 2009
Fisher Investments April 2007 - January 2009
Skills
Financial Analysis, Fixed Income, Financial Modeling, Equities, Bloomberg
Education
Notre Dame de Namur University 2004 — 2007
BS, Business Administration
Moodys Corporation October 2010 - Present
Union Bank October 2009 - October 2010
UBS April 2009 - October 2009
Fisher Investments April 2007 - January 2009
Skills
Financial Analysis, Fixed Income, Financial Modeling, Equities, Bloomberg
Education
Notre Dame de Namur University 2004 — 2007
BS, Business Administration
Aniece Currey's UBS Experience May 1990 - June 1997
Job Manager at KPMG LLP
Industry Information Technology and Services
Experience
KPMG LLP 1997 - Present
UBS May 1990 - June 1997
Skills
Management, Leadership, IT Management, Information Technology, Project Management, Process Improvement, IT Operations
Education
Nova Southeastern University
MS, Information Technology Management
Pace University
BBA, Banking
KPMG LLP 1997 - Present
UBS May 1990 - June 1997
Skills
Management, Leadership, IT Management, Information Technology, Project Management, Process Improvement, IT Operations
Education
Nova Southeastern University
MS, Information Technology Management
Pace University
BBA, Banking
Mariana Burke's UBS Experience November 2006 - November 2009
Job Asset Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - October 2014
UBS November 2006 - November 2009
Citi April 2000 - November 2006
Citi February 1998 - April 2000
Citi October 1994 - April 1998
Skills
Negotiation, Credit Cards, Accounting, Mutual Funds, Restructuring, Business Requirements, HRIS, Segmentation, Real Estate, Architectures, Bloomberg, Valuation, Financial Markets, Alternative Investments, Corporate Finance, Credit, Trading, Trading Systems, Regulations, Credit Risk
Education
Universidad del CEMA 1997 — 2000
Master in Business Administration
Northern Michigan University 1990 — 1994
Bachelor in Product Design
J.P. Morgan September 2013 - October 2014
UBS November 2006 - November 2009
Citi April 2000 - November 2006
Citi February 1998 - April 2000
Citi October 1994 - April 1998
Skills
Negotiation, Credit Cards, Accounting, Mutual Funds, Restructuring, Business Requirements, HRIS, Segmentation, Real Estate, Architectures, Bloomberg, Valuation, Financial Markets, Alternative Investments, Corporate Finance, Credit, Trading, Trading Systems, Regulations, Credit Risk
Education
Universidad del CEMA 1997 — 2000
Master in Business Administration
Northern Michigan University 1990 — 1994
Bachelor in Product Design
Edward Voelker's UBS Experience 1995 - 2012
Job Independent Capital Markets Professional
Industry Capital Markets
Experience
UBS 1995 - 2012
Skills
Capital Markets, Fixed Income, Derivatives, Investment Banking, Equities
Education
Northwestern University - Kellogg School of Management 1964 — 1967
Bachelor of Science (BS), Business Administration and Management, General
UBS 1995 - 2012
Skills
Capital Markets, Fixed Income, Derivatives, Investment Banking, Equities
Education
Northwestern University - Kellogg School of Management 1964 — 1967
Bachelor of Science (BS), Business Administration and Management, General
Manu Jain's UBS Experience June 2006 - August 2006
Job Manager of Programmatic Video at Tremor Video
Industry Marketing and Advertising
Experience
Tremor Video 2011 - Present
JovianDATA, Inc. (acquired by MarketShare Partners in August 2010) 2008 - 2010
Universal June 2007 - August 2007
UBS June 2006 - August 2006
Education
Northwestern University 2004 — 2008
Bachelor's, Business Strategy
Bellarmine College Preparatory 2000 — 2004
High School
Tremor Video 2011 - Present
JovianDATA, Inc. (acquired by MarketShare Partners in August 2010) 2008 - 2010
Universal June 2007 - August 2007
UBS June 2006 - August 2006
Education
Northwestern University 2004 — 2008
Bachelor's, Business Strategy
Bellarmine College Preparatory 2000 — 2004
High School
Lavonne Kuykendall's UBS Experience August 2015 - Present
Job Director of Marketing Content
Industry Writing and Editing
Experience
UBS August 2015 - Present
Northern Trust Corporation August 2013 - May 2015
InvestmentNews February 2011 - August 2012
LavonneK1@gmail.com June 2010 - February 2011
Dow Jones September 2005 - March 2010
American Banker - SourceMedia June 2000 - September 2005
SourceMedia March 1997 - August 2000
Chicago Tribune Media Group February 1988 - January 1993
Skills
Corporate Communications, Internal Communications, Magazines, Journalism, Editing, Speech Writing, Report Writing, Impromptu Web Reports, Impromptu Speaking, Breaking News, Content Development, Marketing, Public Speaking, Press Releases, Blogging, Feature Articles, Storytelling, News Writing, Writing, Web Content, Editorial, Publications, Business Journalism, Marketing Communications, Public Relations, Copywriting, Online Journalism, Publishing, Copy Editing, Newspapers, Media Relations, AP Style, Strategic Communications, Newsletters
Education
Northwestern University
MS, Communications
University of Illinois at Urbana-Champaign
BA, English
University of Pennsylvania - The Wharton School
Business journalism seminar
UBS August 2015 - Present
Northern Trust Corporation August 2013 - May 2015
InvestmentNews February 2011 - August 2012
LavonneK1@gmail.com June 2010 - February 2011
Dow Jones September 2005 - March 2010
American Banker - SourceMedia June 2000 - September 2005
SourceMedia March 1997 - August 2000
Chicago Tribune Media Group February 1988 - January 1993
Skills
Corporate Communications, Internal Communications, Magazines, Journalism, Editing, Speech Writing, Report Writing, Impromptu Web Reports, Impromptu Speaking, Breaking News, Content Development, Marketing, Public Speaking, Press Releases, Blogging, Feature Articles, Storytelling, News Writing, Writing, Web Content, Editorial, Publications, Business Journalism, Marketing Communications, Public Relations, Copywriting, Online Journalism, Publishing, Copy Editing, Newspapers, Media Relations, AP Style, Strategic Communications, Newsletters
Education
Northwestern University
MS, Communications
University of Illinois at Urbana-Champaign
BA, English
University of Pennsylvania - The Wharton School
Business journalism seminar
Hunter Smith's UBS Experience 1992 - 1997
Job
Industry Pharmaceuticals
Experience
Celgene April 2013 - Present
Genesee & Wyoming Inc. March 2015 - Present
Bunge May 2010 - April 2013
Bunge June 2007 - May 2010
Bunge September 2006 - June 2008
Bunge June 2003 - September 2006
Bunge March 2001 - June 2003
Bunge June 1999 - March 2001
UBS 1992 - 1997
Manufacturers Hanover Trust 1990 - 1991
Skills
Commodity, Investor Relations, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Hedging, Due Diligence, Forecasting, Restructuring, Risk Management, Treasury, Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA
Northwestern University 1986 — 1990
BA
Shady Side Academy 1980 — 1986
High School Diploma
Celgene April 2013 - Present
Genesee & Wyoming Inc. March 2015 - Present
Bunge May 2010 - April 2013
Bunge June 2007 - May 2010
Bunge September 2006 - June 2008
Bunge June 2003 - September 2006
Bunge March 2001 - June 2003
Bunge June 1999 - March 2001
UBS 1992 - 1997
Manufacturers Hanover Trust 1990 - 1991
Skills
Commodity, Investor Relations, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Hedging, Due Diligence, Forecasting, Restructuring, Risk Management, Treasury, Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA
Northwestern University 1986 — 1990
BA
Shady Side Academy 1980 — 1986
High School Diploma
Darwish Gani's UBS Experience June 2012 - August 2012
Job Product Manager at Optimizely
Industry Internet
Experience
Optimizely July 2013 - Present
Altair Prep September 2011 - November 2012
UBS June 2012 - August 2012
Shore Capital Partners September 2011 - December 2011
TM Capital June 2011 - September 2011
United Talent Agency June 2010 - September 2010
Skills
Ruby on Rails, JavaScript, Backbone.js
Education
Northwestern University 2009 — 2012
B.A Economics
Walton 2005 — 2009
Optimizely July 2013 - Present
Altair Prep September 2011 - November 2012
UBS June 2012 - August 2012
Shore Capital Partners September 2011 - December 2011
TM Capital June 2011 - September 2011
United Talent Agency June 2010 - September 2010
Skills
Ruby on Rails, JavaScript, Backbone.js
Education
Northwestern University 2009 — 2012
B.A Economics
Walton 2005 — 2009
Fahd Basir's UBS Experience 2006 - 2008
Job Distressed Credit
Industry Investment Management
Experience
25 Capital Partners October 2013 - Present
Atlantic Asset Management April 2009 - October 2013
UBS 2006 - 2008
Banc of America Securities 2004 - 2006
Skills
High Yield, Capital Markets, Financial Modeling, Fixed Income, Valuation, Hedge Funds, Structured Finance, Financial Structuring, Portfolio Management, Financial Risk, Emerging Markets, Private Equity, Finance, Asset Management
Education
Northwestern University
Bachelor of Arts (B.A.), Economics
KGS
25 Capital Partners October 2013 - Present
Atlantic Asset Management April 2009 - October 2013
UBS 2006 - 2008
Banc of America Securities 2004 - 2006
Skills
High Yield, Capital Markets, Financial Modeling, Fixed Income, Valuation, Hedge Funds, Structured Finance, Financial Structuring, Portfolio Management, Financial Risk, Emerging Markets, Private Equity, Finance, Asset Management
Education
Northwestern University
Bachelor of Arts (B.A.), Economics
KGS
Julia Tsang's UBS Experience June 2010 - August 2010
Job Analytics Manager at Nielsen
Industry Market Research
Experience
Nielsen January 2015 - May 2015
Nielsen March 2013 - December 2014
Nielsen July 2011 - March 2013
Kellogg School of Management September 2008 - June 2011
UBS June 2010 - August 2010
Skills
Analytics, Data Analysis, Market Research, Customer Insight
Education
The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (M.B.A.)
Northwestern University 2007 — 2011
Bachelor of Arts (BA), Economics, Political Science, Business
Nielsen January 2015 - May 2015
Nielsen March 2013 - December 2014
Nielsen July 2011 - March 2013
Kellogg School of Management September 2008 - June 2011
UBS June 2010 - August 2010
Skills
Analytics, Data Analysis, Market Research, Customer Insight
Education
The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (M.B.A.)
Northwestern University 2007 — 2011
Bachelor of Arts (BA), Economics, Political Science, Business
Seth Mendelsohn's UBS Experience July 2011 - February 2013
Job Real estate investment
Industry Real Estate
Experience
The NRP Group LLC February 2013 - Present
UBS July 2011 - February 2013
White June 2010 - August 2010
Bank of America September 2006 - December 2008
JPMorgan Chase & Company June 2004 - June 2006
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Restructuring, Private Equity
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Northwestern University Kellogg School of Management & Law School
JD/MBA, Business Administration
University of Michigan Ross School of Business
MaCC & BBA
The NRP Group LLC February 2013 - Present
UBS July 2011 - February 2013
White June 2010 - August 2010
Bank of America September 2006 - December 2008
JPMorgan Chase & Company June 2004 - June 2006
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Restructuring, Private Equity
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Northwestern University Kellogg School of Management & Law School
JD/MBA, Business Administration
University of Michigan Ross School of Business
MaCC & BBA
Sandy Hoy's UBS Experience May 1987 - November 1999
Job Independent Agent at Insphere Insurance Solutions
Industry Insurance
Experience
Insphere Insurance Solutions August 2010 - Present
UBS May 1987 - November 1999
Skills
Brokers, Retirement Planning, Health Policy, Employee Benefits, Insurance Brokerage, Retirement, Universal Life, Health Care Reform, Cafeteria Plans, 401k, Strategic Financial..., Term Life Insurance, General Insurance, Estate Planning, Dentistry, Small Business, Indexed Annuities, Group Insurance, Investments, IRAs, Key Person Insurance, Workers Compensation, Disability Insurance, Long Term Care Insurance, Property & Casualty..., Passion for Helping..., Licensed Life & Health..., Wealth, Claim, HMO, Medicare Prescription..., Permanent Life Insurance
Education
Oakland University
Associate's degree, Social Work, 4.0
Insphere Insurance Solutions August 2010 - Present
UBS May 1987 - November 1999
Skills
Brokers, Retirement Planning, Health Policy, Employee Benefits, Insurance Brokerage, Retirement, Universal Life, Health Care Reform, Cafeteria Plans, 401k, Strategic Financial..., Term Life Insurance, General Insurance, Estate Planning, Dentistry, Small Business, Indexed Annuities, Group Insurance, Investments, IRAs, Key Person Insurance, Workers Compensation, Disability Insurance, Long Term Care Insurance, Property & Casualty..., Passion for Helping..., Licensed Life & Health..., Wealth, Claim, HMO, Medicare Prescription..., Permanent Life Insurance
Education
Oakland University
Associate's degree, Social Work, 4.0
Gregory Groves's UBS Experience June 2013 - Present
Job Associate at UBS
Industry Financial Services
Experience
UBS June 2013 - Present
UBS Wealth Management September 2012 - June 2013
Education
Nova Southeastern University 2012 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
Pennsylvania College of Optometry 2009 — 2011
Optometry
West Virginia Wesleyan College 2005 — 2009
Bachelor of Science (BS), Biology/Biological Sciences, General
UBS June 2013 - Present
UBS Wealth Management September 2012 - June 2013
Education
Nova Southeastern University 2012 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
Pennsylvania College of Optometry 2009 — 2011
Optometry
West Virginia Wesleyan College 2005 — 2009
Bachelor of Science (BS), Biology/Biological Sciences, General
Orlando Torres's UBS Experience June 2012 - August 2012
Job Consultant at V2A Strategic Management Consultants
Industry Management Consulting
Experience
V2A – Vision to Action Strategic Management Consultants July 2013 - December 2014
Ramirez & Co., Inc. April 2013 - June 2013
UBS June 2012 - August 2012
Puerto Rico Farm Credit, ACA June 2011 - August 2011
Lila Mayoral Oncolocy Center June 2010 - September 2010
Education
Northwestern University 2009 — 2013
Bachelor of Arts (B.A.)
V2A – Vision to Action Strategic Management Consultants July 2013 - December 2014
Ramirez & Co., Inc. April 2013 - June 2013
UBS June 2012 - August 2012
Puerto Rico Farm Credit, ACA June 2011 - August 2011
Lila Mayoral Oncolocy Center June 2010 - September 2010
Education
Northwestern University 2009 — 2013
Bachelor of Arts (B.A.)
Adam Fay's UBS Experience December 2012 - Present
Job Quantitative Analyst
Industry Banking
Experience
UBS December 2012 - Present
Education
Northwestern University 1997 — 2001
Bachelor of Arts (B.A.), Economics
Northwestern University 1997 — 2001
BA, Economics
UBS December 2012 - Present
Education
Northwestern University 1997 — 2001
Bachelor of Arts (B.A.), Economics
Northwestern University 1997 — 2001
BA, Economics
Laura (Lozier) Creighton's UBS Experience June 2007 - June 2010
Job Corporate Development
Industry Entertainment
Experience
CBS Corporation December 2014 - Present
CBS Corporation June 2010 - November 2014
UBS June 2007 - June 2010
Education
Northwestern University 2003 — 2007
CBS Corporation December 2014 - Present
CBS Corporation June 2010 - November 2014
UBS June 2007 - June 2010
Education
Northwestern University 2003 — 2007
David Hendershott's UBS Experience March 1996 - June 2009
Job sales, middle markets at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
TCF Financial January 2015 - Present
UBS March 1996 - June 2009
Skills
Equities
Education
Occidental College 1964 — 1966
Bachelor's degree, Psychology
TCF Financial January 2015 - Present
UBS March 1996 - June 2009
Skills
Equities
Education
Occidental College 1964 — 1966
Bachelor's degree, Psychology
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.