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
Craig Frazier Craig Frazier's UBS Experience July 2009 - August 2014
Job IT Manager
Industry Computer & Network Security
Experience
Siepe August 2014 - Present
UBS July 2009 - August 2014
CTO Networks March 2009 - July 2009
Greystone Communities March 2006 - February 2009
MSE 2002 - 2003
CompUSA, INC 2001 - 2003
Skills
Active Directory, XP, Microsoft Office, Windows Server, Desktop Support, Windows, Servers, DNS, System Administration, Laptops, Security, Documentation, Administration, Computer Hardware, Troubleshooting, Windows Server 2003, DHCP, Windows 7, Software Installation, VPN, Operating Systems, A+ Certified, Routers, Hardware, Network Security, Excel, Printers, Customer Relations, Deployment, TCP/IP, Problem Solving, Blackberry, Word, Planning, Lotus Notes, Microsoft Word, Microsoft Excel, Customer Service, Networking, System Deployment, Firewalls, Microsoft Exchange, Software Documentation, Windows XP, Disaster Recovery, Blackberry Enterprise..., Microsoft Certified..., Investment Properties, Technical Support
Education
Oklahoma Christian University 1996 — 1999
Bachelors, Business Admin/ MIS
Siepe August 2014 - Present
UBS July 2009 - August 2014
CTO Networks March 2009 - July 2009
Greystone Communities March 2006 - February 2009
MSE 2002 - 2003
CompUSA, INC 2001 - 2003
Skills
Active Directory, XP, Microsoft Office, Windows Server, Desktop Support, Windows, Servers, DNS, System Administration, Laptops, Security, Documentation, Administration, Computer Hardware, Troubleshooting, Windows Server 2003, DHCP, Windows 7, Software Installation, VPN, Operating Systems, A+ Certified, Routers, Hardware, Network Security, Excel, Printers, Customer Relations, Deployment, TCP/IP, Problem Solving, Blackberry, Word, Planning, Lotus Notes, Microsoft Word, Microsoft Excel, Customer Service, Networking, System Deployment, Firewalls, Microsoft Exchange, Software Documentation, Windows XP, Disaster Recovery, Blackberry Enterprise..., Microsoft Certified..., Investment Properties, Technical Support
Education
Oklahoma Christian University 1996 — 1999
Bachelors, Business Admin/ MIS
Kenney H. Kim's UBS Experience July 2009 - August 2010
Job Analyst
Industry Financial Services
Experience
FCTI, Inc: Financial Consulting & Trading International, Inc. April 2015 - Present
PwC March 2014 - Present
ICDC College January 2013 - January 2014
Morgan Stanley Wealth Management September 2012 - September 2013
UBS July 2009 - August 2010
Skills
Financial Modeling, Investments, Portfolio Management, Financial Analysis, Series 7, Asset Management, Bloomberg, Corporate Finance, Valuation, Economics, Data Analysis, Microsoft Excel, Analysis, Business Analysis, Business Strategy, Microsoft Office, Accounting, Emerging Markets, Strategic Planning, PowerPoint, Market Research, Finance, Strategic Financial..., Equity Research, Financial Planning
Education
University of California, Los Angeles 2007 — 2009
B.A., International Development Studies
Universidad de Córdoba 2008 — 2009
Orange Coast College 2005 — 2007
Business Economics
FCTI, Inc: Financial Consulting & Trading International, Inc. April 2015 - Present
PwC March 2014 - Present
ICDC College January 2013 - January 2014
Morgan Stanley Wealth Management September 2012 - September 2013
UBS July 2009 - August 2010
Skills
Financial Modeling, Investments, Portfolio Management, Financial Analysis, Series 7, Asset Management, Bloomberg, Corporate Finance, Valuation, Economics, Data Analysis, Microsoft Excel, Analysis, Business Analysis, Business Strategy, Microsoft Office, Accounting, Emerging Markets, Strategic Planning, PowerPoint, Market Research, Finance, Strategic Financial..., Equity Research, Financial Planning
Education
University of California, Los Angeles 2007 — 2009
B.A., International Development Studies
Universidad de Córdoba 2008 — 2009
Orange Coast College 2005 — 2007
Business Economics
Sarah VanderValk Duta Sarah VanderValk Duta's UBS Experience August 2008 - April 2010
Job Lifestyle and Event Director at PowerStone Property Management
Industry Events Services
Experience
PowerStone Property Management January 2015 - Present
Crummack Huseby Property Management July 2014 - February 2015
Professional Community Management of California, Inc. (PCM) April 2010 - June 2014
Professional Community Management (PCM) June 2009 - April 2010
UBS August 2008 - April 2010
Dave and Busters August 2005 - August 2008
Skills
Property Management, Social Media Marketing, Marketing Strategy, Public Relations, Event Management, Event Planning, Budget, Creative Writing, Newsletters, Flyers, Microsoft Excel, Mac OS X, PowerPoint, Microsoft Office, Recreation Planning, Social Media, Board of Director..., Budgets, Contract Negotiation, Team Building, Management, Marketing, Negotiation, Strategic Planning, OS X
Education
Orange Coast College 2007 — 2009
Associate of Arts (A.A.), Developmental and Child Psychology
PowerStone Property Management January 2015 - Present
Crummack Huseby Property Management July 2014 - February 2015
Professional Community Management of California, Inc. (PCM) April 2010 - June 2014
Professional Community Management (PCM) June 2009 - April 2010
UBS August 2008 - April 2010
Dave and Busters August 2005 - August 2008
Skills
Property Management, Social Media Marketing, Marketing Strategy, Public Relations, Event Management, Event Planning, Budget, Creative Writing, Newsletters, Flyers, Microsoft Excel, Mac OS X, PowerPoint, Microsoft Office, Recreation Planning, Social Media, Board of Director..., Budgets, Contract Negotiation, Team Building, Management, Marketing, Negotiation, Strategic Planning, OS X
Education
Orange Coast College 2007 — 2009
Associate of Arts (A.A.), Developmental and Child Psychology
Melissa Rush Melissa Rush's UBS Experience December 2008 - Present
Job Senior Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS December 2008 - Present
Education
Ohio Dominican University
The Ohio State University
UBS December 2008 - Present
Education
Ohio Dominican University
The Ohio State University
Denise M. Morales Denise M. Morales's UBS Experience February 1987 - March 1992
Job Sales Administration Manager at ThyssenKrupp Elevator Americas
Industry Nonprofit Organization Management
Experience
Enterprise Florida Inc. April 2011 - July 2014
Maple Street June 2009 - October 2009
HD Supply January 2007 - March 2009
Regions Financial Corporation January 2006 - October 2006
SunTrust Bank June 2000 - December 2005
Banco Popular April 1997 - June 2000
Cadence Design Systems October 1994 - March 1997
Paramount Pictures January 1993 - August 1994
Cargill May 1992 - December 1992
UBS February 1987 - March 1992
Skills
Outlook, Human Resources, Budgets, Event Planning, Spreadsheets, Software Documentation, PowerPoint, Management, Business Development, Customer Service, Team Building, Accounts Payable, Administrative..., Fundraising, Vendor Management, Event Management, Process Scheduler, Project Planning, Visio, Salesforce
Education
Pace University 1986 — 1988
International Banking Studies/Finance
Donevan Collegiate Institute - Canada 1977 — 1981
High School, General Studies
Enterprise Florida Inc. April 2011 - July 2014
Maple Street June 2009 - October 2009
HD Supply January 2007 - March 2009
Regions Financial Corporation January 2006 - October 2006
SunTrust Bank June 2000 - December 2005
Banco Popular April 1997 - June 2000
Cadence Design Systems October 1994 - March 1997
Paramount Pictures January 1993 - August 1994
Cargill May 1992 - December 1992
UBS February 1987 - March 1992
Skills
Outlook, Human Resources, Budgets, Event Planning, Spreadsheets, Software Documentation, PowerPoint, Management, Business Development, Customer Service, Team Building, Accounts Payable, Administrative..., Fundraising, Vendor Management, Event Management, Process Scheduler, Project Planning, Visio, Salesforce
Education
Pace University 1986 — 1988
International Banking Studies/Finance
Donevan Collegiate Institute - Canada 1977 — 1981
High School, General Studies
Angelo Cirino Angelo Cirino's UBS Experience 2007 - 2010
Job OmniGuide Surgical
Industry Medical Devices
Experience
OmniGuide March 2014 - Present
Covidien July 2010 - March 2014
UBS 2007 - 2010
ALK Abelló 2001 - 2007
Skills
Capital Equipment, Operating Room, Surgeons, Disposables, Market Development, Urology, Product Launch, Surgical Instruments, Sales Effectiveness, Cold Calling, Selling, ENT, Account Management, Medical Devices
Education
Ohio University 1994 — 1998
Bachelor of Science Journalism, Advertising Management
OmniGuide March 2014 - Present
Covidien July 2010 - March 2014
UBS 2007 - 2010
ALK Abelló 2001 - 2007
Skills
Capital Equipment, Operating Room, Surgeons, Disposables, Market Development, Urology, Product Launch, Surgical Instruments, Sales Effectiveness, Cold Calling, Selling, ENT, Account Management, Medical Devices
Education
Ohio University 1994 — 1998
Bachelor of Science Journalism, Advertising Management
Carlos Davey Carlos Davey's UBS Experience June 2003 - October 2004
Job Real Estate Broker UBARS Realty LLC
Industry Real Estate
Experience
Self-employed January 2005 - Present
UBS June 2003 - October 2004
Banco de Credito June 1996 - June 2000
Skills
Real Estate Investor, Land Use, Farms, Ranch, Commercial Real Estate, Real Estate Transactions, Investments, Investment Properties, Financial Analysis, Sellers, Residential Homes, FHA, Townhomes, First Time Home Buyers, Investors, Condos, Single Family Homes, Relocation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2003
Master of Business Administration (MBA)
Oklahoma State University 1990 — 1995
Bachelor of Science (BS), Industrial Engineering
Self-employed January 2005 - Present
UBS June 2003 - October 2004
Banco de Credito June 1996 - June 2000
Skills
Real Estate Investor, Land Use, Farms, Ranch, Commercial Real Estate, Real Estate Transactions, Investments, Investment Properties, Financial Analysis, Sellers, Residential Homes, FHA, Townhomes, First Time Home Buyers, Investors, Condos, Single Family Homes, Relocation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2003
Master of Business Administration (MBA)
Oklahoma State University 1990 — 1995
Bachelor of Science (BS), Industrial Engineering
Anna Levitskiy Anna Levitskiy's UBS Experience 2000 - 2007
Job Project Manager NA IT, Partner at GroupM
Industry Media Production
Experience
GroupM February 2010 - Present
GroupM March 2007 - July 2010
UBS 2000 - 2007
JPMorgan Chase 1998 - 2000
Skills
SharePoint, Microsoft SQL Server, Business Analysis, Software Project..., SDLC, Agile Methodologies, SQL, Project Management, Requirements Gathering, Databases, Requirements Analysis, Management, Visio, IT Management, Scrum
Education
Pace University 1996 — 2000
BA, MIS
GroupM February 2010 - Present
GroupM March 2007 - July 2010
UBS 2000 - 2007
JPMorgan Chase 1998 - 2000
Skills
SharePoint, Microsoft SQL Server, Business Analysis, Software Project..., SDLC, Agile Methodologies, SQL, Project Management, Requirements Gathering, Databases, Requirements Analysis, Management, Visio, IT Management, Scrum
Education
Pace University 1996 — 2000
BA, MIS
Akbar Gaziyani Akbar Gaziyani's UBS Experience December 2006 - November 2009
Job CPA Candidate
Industry Banking
Experience
Fifth Third Bank November 2014 - September 2015
US BANK February 2014 - November 2014
TCF Bank October 2013 - February 2014
UBS December 2006 - November 2009
Deloitte & Touche May 2006 - November 2006
Skills
Auditing, Accounting Research, Financial Services, Portfolio Management, Data Analysis, Investments, Business Analysis, Banking, Investment Banking, Derivatives, Hedge Funds, Financial Analysis, Financial Markets, Mutual Funds, Structured Products
Education
Osmania University 2004 — 2006
Master of Business Administration (M.B.A.), Finance & Marketing
Fifth Third Bank November 2014 - September 2015
US BANK February 2014 - November 2014
TCF Bank October 2013 - February 2014
UBS December 2006 - November 2009
Deloitte & Touche May 2006 - November 2006
Skills
Auditing, Accounting Research, Financial Services, Portfolio Management, Data Analysis, Investments, Business Analysis, Banking, Investment Banking, Derivatives, Hedge Funds, Financial Analysis, Financial Markets, Mutual Funds, Structured Products
Education
Osmania University 2004 — 2006
Master of Business Administration (M.B.A.), Finance & Marketing
Shad Patterson, CRPC® Shad Patterson, CRPC®'s UBS Experience May 1995 - May 2008
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC May 2008 - Present
UBS May 1995 - May 2008
Skills
Retirement Planning, Investments, Retirement, Mutual Funds, Alternative Investments, Asset Allocation, Investment Strategies, Risk Management, Equities, ETFs, IRA's
Education
Ohio Wesleyan University 1990 — 1994
Economics Management, Finance
Athens high school
Wells Fargo Advisors LLC May 2008 - Present
UBS May 1995 - May 2008
Skills
Retirement Planning, Investments, Retirement, Mutual Funds, Alternative Investments, Asset Allocation, Investment Strategies, Risk Management, Equities, ETFs, IRA's
Education
Ohio Wesleyan University 1990 — 1994
Economics Management, Finance
Athens high school
Arato Samantha's UBS Experience August 2014 - Present
Job GTP trainee at UBS
Industry Financial Services
Experience
UBS August 2014 - Present
UBS June 2013 - August 2013
Pace University February 2013 - May 2013
Skills
Calculus, Windows, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, English, Outlook, Teaching, Public Speaking
Education
Pace University 2010 — 2014
Bachelors of Arts, Mathematics
Frank Sinatra School of the Arts 2006 — 2010
Advanced Regents Diploma and Arts Endorsed Diploma, Voice Performance
UBS August 2014 - Present
UBS June 2013 - August 2013
Pace University February 2013 - May 2013
Skills
Calculus, Windows, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, English, Outlook, Teaching, Public Speaking
Education
Pace University 2010 — 2014
Bachelors of Arts, Mathematics
Frank Sinatra School of the Arts 2006 — 2010
Advanced Regents Diploma and Arts Endorsed Diploma, Voice Performance
Betsy Farina Betsy Farina's UBS Experience January 2007 - January 2012
Job Wire Transfer Investigations at United Nations Federal Credit Union
Industry Banking
Experience
United Nations Federal Credit Union May 2013 - Present
UBS January 2007 - January 2012
UBS December 1992 - January 2007
JPMorgan Chase June 1980 - August 1991
Skills
Prime Brokerage, Middle Office, Fixed Income, Collateral Management, Corporate Actions, Equities, Anti Money Laundering, Money Transfers, Precious Metals, Foreign Exchange, Customer Service, Dodd-Frank, Outsourcing, FX Options, Retail Banking, Investigation, Interest Calculation, Financial Risk, SWIFT payments, Payments, Finance, SWIFT Payments, Banking, Investment Banking, Derivatives, Trading, Capital Markets
Education
Pace University 1975 — 1980
English Language and Literature, General
Roosevelt HS
academic
United Nations Federal Credit Union May 2013 - Present
UBS January 2007 - January 2012
UBS December 1992 - January 2007
JPMorgan Chase June 1980 - August 1991
Skills
Prime Brokerage, Middle Office, Fixed Income, Collateral Management, Corporate Actions, Equities, Anti Money Laundering, Money Transfers, Precious Metals, Foreign Exchange, Customer Service, Dodd-Frank, Outsourcing, FX Options, Retail Banking, Investigation, Interest Calculation, Financial Risk, SWIFT payments, Payments, Finance, SWIFT Payments, Banking, Investment Banking, Derivatives, Trading, Capital Markets
Education
Pace University 1975 — 1980
English Language and Literature, General
Roosevelt HS
academic
Nanette Nelson Nanette Nelson's UBS Experience 2006 - 2008
Job VP | Global Marketing and Events Consultant
Industry Financial Services
Experience
eventusPartners, LLC 2013 - Present
City National Bank 2011 - 2013
Private Family 2009 - 2011
UBS 2006 - 2008
Lehman Brothers 2004 - 2006
Lehman Brothers 2003 - 2004
Food Network UK 2001 - 2002
The Weather Channel 2001 - 2002
Skills
Marketing, Event Management, Event Planning, Marketing Strategy, Advertising, Creative Direction, Microsoft Office, Market Research, Management, Strategy, Trade Shows, Budgets, Sponsorship, Analysis, Social Media, Contract Negotiation, Project Management, Strategic Planning, Public Relations, Entertainment, Business Development, Account Management, Negotiation, Marketing Communications, Social Media Marketing, New Business Development
Education
Oklahoma City University 1997 — 2001
BS, Entertainment Business Management
eventusPartners, LLC 2013 - Present
City National Bank 2011 - 2013
Private Family 2009 - 2011
UBS 2006 - 2008
Lehman Brothers 2004 - 2006
Lehman Brothers 2003 - 2004
Food Network UK 2001 - 2002
The Weather Channel 2001 - 2002
Skills
Marketing, Event Management, Event Planning, Marketing Strategy, Advertising, Creative Direction, Microsoft Office, Market Research, Management, Strategy, Trade Shows, Budgets, Sponsorship, Analysis, Social Media, Contract Negotiation, Project Management, Strategic Planning, Public Relations, Entertainment, Business Development, Account Management, Negotiation, Marketing Communications, Social Media Marketing, New Business Development
Education
Oklahoma City University 1997 — 2001
BS, Entertainment Business Management
Girolamo (Jerry) Bruscianelli Girolamo (Jerry) Bruscianelli's UBS Experience 2000 - 2001
Job Vice President Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2008 - Present
Morgan Stanley 2006 - 2008
Financial Industry Regulatory Authority (FINRA) - previously NASD 2004 - 2006
Manager August 2002 - July 2004
Merrill Lynch 2001 - 2002
UBS 2000 - 2001
Skills
Securities Regulation, Risk Management, Risk Assessment, Internal Controls, Compliance, Legal Compliance, Trading Systems, Regulatory Requirements, Technical Compliance, Surveillance, Electronic Trading, Electronic Trading..., Equities, Series 7, Trading, Anti Money Laundering, Capital Markets, Financial Risk, Fixed Income, Hedge Funds, Securities, Derivatives
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Pace University
Bachelor of Business Administration (BBA), International Business
Goldman Sachs 2008 - Present
Morgan Stanley 2006 - 2008
Financial Industry Regulatory Authority (FINRA) - previously NASD 2004 - 2006
Manager August 2002 - July 2004
Merrill Lynch 2001 - 2002
UBS 2000 - 2001
Skills
Securities Regulation, Risk Management, Risk Assessment, Internal Controls, Compliance, Legal Compliance, Trading Systems, Regulatory Requirements, Technical Compliance, Surveillance, Electronic Trading, Electronic Trading..., Equities, Series 7, Trading, Anti Money Laundering, Capital Markets, Financial Risk, Fixed Income, Hedge Funds, Securities, Derivatives
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Pace University
Bachelor of Business Administration (BBA), International Business
Raj Bushipaga Raj Bushipaga's UBS Experience 2010 - 2012
Job Sr Associate at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions December 2006 - Present
Crawford & Company 2014 - 2015
Crawford & Company 2014 - 2015
UBS 2010 - 2012
Inforica February 1996 - November 1996
Skills
Requirements Analysis, SQL, PL/SQL, Data Warehousing, Java, Business Analysis, DB2, Microsoft SQL Server, Oracle, JavaScript, Sr BI Developer -..., Software Project..., Tableau
Education
Osmania University 2001 — 2004
Master of Computer Science(Information Systems)
Stella Marys High School
Cognizant Technology Solutions December 2006 - Present
Crawford & Company 2014 - 2015
Crawford & Company 2014 - 2015
UBS 2010 - 2012
Inforica February 1996 - November 1996
Skills
Requirements Analysis, SQL, PL/SQL, Data Warehousing, Java, Business Analysis, DB2, Microsoft SQL Server, Oracle, JavaScript, Sr BI Developer -..., Software Project..., Tableau
Education
Osmania University 2001 — 2004
Master of Computer Science(Information Systems)
Stella Marys High School
Jennifer Todd Jennifer Todd's UBS Experience October 2005 - February 2007
Job Natural Gas Scheduler
Industry Oil & Energy
Experience
Barclays Capital January 2010 - November 2011
Magnus Energy Marketing May 2008 - September 2008
Credit Suisse February 2007 - January 2008
UBS October 2005 - February 2007
Macquarie Cook Energy (formally Cook Inlet) May 2003 - September 2005
BNP Paribas 2001 - 2001
Skills
Gas, Credit, Commodity Markets, Hedging, Natural Gas, Options, Derivatives, Commodity, Energy, Energy Markets, scheduling, Energy Industry, Analysis, Swaps, Trading Systems, Pipelines, Logistics, Market Risk, Asset Management, Finance, Commodity Risk..., Petroleum, Financial Modeling, Proprietary Trading, Process Scheduler, Risk Management, Trading Strategies, Technical Analysis, Valuation
Education
Oklahoma State University 1998 — 2002
BS, Finance w/ a focus in risk mgmt
Duncan High School 1994 — 1998
college prep, Diploma
Barclays Capital January 2010 - November 2011
Magnus Energy Marketing May 2008 - September 2008
Credit Suisse February 2007 - January 2008
UBS October 2005 - February 2007
Macquarie Cook Energy (formally Cook Inlet) May 2003 - September 2005
BNP Paribas 2001 - 2001
Skills
Gas, Credit, Commodity Markets, Hedging, Natural Gas, Options, Derivatives, Commodity, Energy, Energy Markets, scheduling, Energy Industry, Analysis, Swaps, Trading Systems, Pipelines, Logistics, Market Risk, Asset Management, Finance, Commodity Risk..., Petroleum, Financial Modeling, Proprietary Trading, Process Scheduler, Risk Management, Trading Strategies, Technical Analysis, Valuation
Education
Oklahoma State University 1998 — 2002
BS, Finance w/ a focus in risk mgmt
Duncan High School 1994 — 1998
college prep, Diploma
Angie Chase Angie Chase's UBS Experience September 2011 - Present
Job Senior Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS September 2011 - Present
Morgan Stanley Smith Barney April 2011 - September 2011
Morgan Stanley Smith Barney August 2004 - April 2011
R-anell Housing Group 2003 - 2004
Skills
Series 63, Series 7, Wealth Management, Mutual Funds, Securities, Retirement Planning, Investments, Asset Allocation, Financial Services, Equities
Education
Ohio Valley University
UBS September 2011 - Present
Morgan Stanley Smith Barney April 2011 - September 2011
Morgan Stanley Smith Barney August 2004 - April 2011
R-anell Housing Group 2003 - 2004
Skills
Series 63, Series 7, Wealth Management, Mutual Funds, Securities, Retirement Planning, Investments, Asset Allocation, Financial Services, Equities
Education
Ohio Valley University
Erick Rodriguez Erick Rodriguez's UBS Experience November 2000 - November 2012
Job IT/IS Project Manager NJ Realtor Open to Opportunities
Industry Information Technology and Services
Experience
Weichert Realtors January 2013 - Present
UBS November 2000 - November 2012
Skills
Vendor Management, Customer Service, Project Management, Project Delivery, Resource Management, Project Management Tools, Process Improvement, SharePoint, IT Project, Data Center Management, Data Center Migration, Sellers, SDLC, Business Analysis, Information Technology, Visio, Requirements Analysis, Integration, Infrastructure..., IT Strategy, IT Solutions, IT Management, Disaster Recovery
Education
Pace University
Continuing and Professional Education
Computer Learning Center - Paramus, NJ 1999 — 2000
Computer Electronics and Network Technology
Passaic County Technical Institute 1994 — 1996
HVAC & Refrigeration
Weichert Realtors January 2013 - Present
UBS November 2000 - November 2012
Skills
Vendor Management, Customer Service, Project Management, Project Delivery, Resource Management, Project Management Tools, Process Improvement, SharePoint, IT Project, Data Center Management, Data Center Migration, Sellers, SDLC, Business Analysis, Information Technology, Visio, Requirements Analysis, Integration, Infrastructure..., IT Strategy, IT Solutions, IT Management, Disaster Recovery
Education
Pace University
Continuing and Professional Education
Computer Learning Center - Paramus, NJ 1999 — 2000
Computer Electronics and Network Technology
Passaic County Technical Institute 1994 — 1996
HVAC & Refrigeration
Allan Covert, CFP®, CRPC® Allan Covert, CFP®, CRPC®'s UBS Experience April 2008 - Present
Job Account Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS April 2008 - Present
Skills
Portfolio Management, Strategic Financial..., Retirement Planning, Multi-Generational..., Sudden Wealth Planning
Education
Ohio University 2006 — 2007
Master of Financial Economics
Ohio University 1994 — 1998
Bachelor of Business Administration, Finance
UBS April 2008 - Present
Skills
Portfolio Management, Strategic Financial..., Retirement Planning, Multi-Generational..., Sudden Wealth Planning
Education
Ohio University 2006 — 2007
Master of Financial Economics
Ohio University 1994 — 1998
Bachelor of Business Administration, Finance
Adam Gasso Adam Gasso's UBS Experience October 2014 - April 2015
Job EPAS//CEFS Representative at UBS
Industry Education Management
Experience
UBS October 2014 - April 2015
Aegis Communications September 2013 - July 2014
Harvest English Institute December 2012 - April 2013
Davis Designs September 2007 - September 2008
CoverAll Cleaning Concepts, NA September 2006 - August 2007
Office Depot November 2001 - July 2006
World Wide Concessions, Inc. January 2001 - November 2001
Office Depot September 1994 - January 2001
Skills
Tutoring, Language Teaching, ESL, Teaching, Teaching English as a..., Business English, Teaching Adults, Editing, Teacher Training, Grammar, English grammar, Public Speaking, TESOL, Adult Education, Classroom, Lesson Planning, Educational Technology, Spanish, Curriculum Development, Curriculum Design, Sales Support Tools, Office Administration, Time Management, Customer Service, Long-term Customer..., Mentoring, Motivation, Staff Management, Staff Supervision, Report Writing, Filing, Government Procurement, Compliance, government compliance, Bid Preparation, Brazilian Portuguese, Bartending, Cooking, Baking, Fax, Healthcare, Insurance, Financial Services, Customer Relations, Hippa, Microsoft Office
Education
WorkShops & Seminars 2001 — 2006
Professional, Compurter Applications and Updates
Ocean County College 1981 — 1984
Associate's degree, Fine and Studio Arts with Theatre and History (World and Art)
Toms River High School East 1979 — 1981
Diploma, Business
Toms River High School North 1977 — 1979
Diploma, Business
UBS October 2014 - April 2015
Aegis Communications September 2013 - July 2014
Harvest English Institute December 2012 - April 2013
Davis Designs September 2007 - September 2008
CoverAll Cleaning Concepts, NA September 2006 - August 2007
Office Depot November 2001 - July 2006
World Wide Concessions, Inc. January 2001 - November 2001
Office Depot September 1994 - January 2001
Skills
Tutoring, Language Teaching, ESL, Teaching, Teaching English as a..., Business English, Teaching Adults, Editing, Teacher Training, Grammar, English grammar, Public Speaking, TESOL, Adult Education, Classroom, Lesson Planning, Educational Technology, Spanish, Curriculum Development, Curriculum Design, Sales Support Tools, Office Administration, Time Management, Customer Service, Long-term Customer..., Mentoring, Motivation, Staff Management, Staff Supervision, Report Writing, Filing, Government Procurement, Compliance, government compliance, Bid Preparation, Brazilian Portuguese, Bartending, Cooking, Baking, Fax, Healthcare, Insurance, Financial Services, Customer Relations, Hippa, Microsoft Office
Education
WorkShops & Seminars 2001 — 2006
Professional, Compurter Applications and Updates
Ocean County College 1981 — 1984
Associate's degree, Fine and Studio Arts with Theatre and History (World and Art)
Toms River High School East 1979 — 1981
Diploma, Business
Toms River High School North 1977 — 1979
Diploma, Business
Ricky Campopiano Ricky Campopiano's UBS Experience June 2001 - September 2001
Job Sales Manager at Campopiano Roofing
Industry Construction
Experience
Campopiano Roofing, Inc. May 2011 - Present
Campopiano Roofing, Inc. April 2008 - May 2011
Auburn Builders Supply December 2005 - March 2008
UBS June 2001 - September 2001
Skills
Residential Roofing, Roof Inspections, Insurance Claims, Construction Management, Construction Safety, Estimating, Xactimate, Microsoft Word, Microsoft Excel, QuickBooks, Microsoft Office, Outside Sales, Roofs, Insurance, Contract Negotiation, Sales Management, Management, Cold Calling, Construction, Budgets, Marketing Strategy, Account Management, Negotiation, Selling, Team Building, Sales Process, Compassion, Sales
Education
Ohio University 1999 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Kenston High School 1995 — 1999
Campopiano Roofing, Inc. May 2011 - Present
Campopiano Roofing, Inc. April 2008 - May 2011
Auburn Builders Supply December 2005 - March 2008
UBS June 2001 - September 2001
Skills
Residential Roofing, Roof Inspections, Insurance Claims, Construction Management, Construction Safety, Estimating, Xactimate, Microsoft Word, Microsoft Excel, QuickBooks, Microsoft Office, Outside Sales, Roofs, Insurance, Contract Negotiation, Sales Management, Management, Cold Calling, Construction, Budgets, Marketing Strategy, Account Management, Negotiation, Selling, Team Building, Sales Process, Compassion, Sales
Education
Ohio University 1999 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Kenston High School 1995 — 1999
Rakesh Yerra Rakesh Yerra's UBS Experience July 2007 - December 2009
Job Sr IT Consultant
Industry Information Technology and Services
Experience
GENPACT April 2013 - Present
CTS January 2010 - November 2012
UBS July 2007 - December 2009
PRIMUS TELECOMMUNICATIONS (London) July 2004 - February 2007
GE Capital International Services November 2000 - July 2004
Sigma 1999 - 2000
Skills
Disaster Recovery, Project Management, ITIL, Project Planning, Service Delivery, IT Service Management, Vendor Management, IT Operations, Team Management, IT Strategy, Project Delivery, Virtualization, Six Sigma, Microsoft SQL Server, Business Analysis, Enterprise Architecture, Management, PMP, Program Management
Education
Osmania University 1993 — 1996
Bachelor of sciences
Osmania University 1993 — 1996
Bachelor of Science (B.Sc.), chemical techonology
Osmania University 1993 — 1996
B SC, chemical techonology
GENPACT April 2013 - Present
CTS January 2010 - November 2012
UBS July 2007 - December 2009
PRIMUS TELECOMMUNICATIONS (London) July 2004 - February 2007
GE Capital International Services November 2000 - July 2004
Sigma 1999 - 2000
Skills
Disaster Recovery, Project Management, ITIL, Project Planning, Service Delivery, IT Service Management, Vendor Management, IT Operations, Team Management, IT Strategy, Project Delivery, Virtualization, Six Sigma, Microsoft SQL Server, Business Analysis, Enterprise Architecture, Management, PMP, Program Management
Education
Osmania University 1993 — 1996
Bachelor of sciences
Osmania University 1993 — 1996
Bachelor of Science (B.Sc.), chemical techonology
Osmania University 1993 — 1996
B SC, chemical techonology
Richard K. Childress CIMA® CRPC®'s UBS Experience September 2006 - April 2013
Job Branch Manager Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
UBS September 2006 - April 2013
Merrill Lynch April 1997 - September 2006
Fidelity National Title 1994 - 1996
Education
The University of Akron 1991 — 1993
Master of Arts, Counseling Psychology
Ohio Wesleyan University 1987 — 1989
Bachelor of Arts, History & Political Science
Ameriprise Financial Services, Inc. April 2013 - Present
UBS September 2006 - April 2013
Merrill Lynch April 1997 - September 2006
Fidelity National Title 1994 - 1996
Education
The University of Akron 1991 — 1993
Master of Arts, Counseling Psychology
Ohio Wesleyan University 1987 — 1989
Bachelor of Arts, History & Political Science
jim brisk jim brisk's UBS Experience September 1999 - January 2009
Job Advisor
Industry Investment Management
Experience
Brisk Investment Strategies February 2009 - Present
UBS September 1999 - January 2009
Morgan Stanley September 1992 - August 1999
Education
Ohio Wesleyan University
Brisk Investment Strategies February 2009 - Present
UBS September 1999 - January 2009
Morgan Stanley September 1992 - August 1999
Education
Ohio Wesleyan University
Craig Brandofino's UBS Experience January 2011 - May 2011
Job Independent Consultant
Industry Information Technology and Services
Experience
James Julian LLC Consulting May 2011 - Present
UBS January 2011 - May 2011
Ernst & Young December 1999 - January 2011
Johns Brook Company January 1994 - January 1999
Skills
Video Conferencing, Telepresence, Team Management, Multimedia, Unified Communications, Enterprise Software, IT Management, IT Service Management, Information Technology, Enterprise Architecture, Strategy, Service Delivery, ITIL, Cloud Computing, Telecommunications, Management, Integration, Project Management, Managed Services, Vendor Management, Data Center, IT Strategy, Virtualization, SaaS, Business Process..., Infrastructure, Leadership, Program Management, Business Analysis, VoIP, Networking, Consulting, Outsourcing, Entrepreneurship, Professional Services, Solution Selling, Governance, Project Portfolio..., PMO, Solution Architecture, Business Transformation, Security, Executive Management, IT Operations, Business Continuity, Disaster Recovery, CRM, Business Process, Analysis, Pre-sales
Education
Institute of Audio Research 1988 — 1989
Certification, Audio Engineering
Pace University 1985 — 1987
James Julian LLC Consulting May 2011 - Present
UBS January 2011 - May 2011
Ernst & Young December 1999 - January 2011
Johns Brook Company January 1994 - January 1999
Skills
Video Conferencing, Telepresence, Team Management, Multimedia, Unified Communications, Enterprise Software, IT Management, IT Service Management, Information Technology, Enterprise Architecture, Strategy, Service Delivery, ITIL, Cloud Computing, Telecommunications, Management, Integration, Project Management, Managed Services, Vendor Management, Data Center, IT Strategy, Virtualization, SaaS, Business Process..., Infrastructure, Leadership, Program Management, Business Analysis, VoIP, Networking, Consulting, Outsourcing, Entrepreneurship, Professional Services, Solution Selling, Governance, Project Portfolio..., PMO, Solution Architecture, Business Transformation, Security, Executive Management, IT Operations, Business Continuity, Disaster Recovery, CRM, Business Process, Analysis, Pre-sales
Education
Institute of Audio Research 1988 — 1989
Certification, Audio Engineering
Pace University 1985 — 1987
Craig Zottola's UBS Experience July 2007 - May 2009
Job Dynamic & experienced professional with a diverse background.
Industry Law Enforcement
Experience
Town of Greenwich 2010 - Present
U.S. Navy Reserve April 1999 - September 2010
UBS July 2007 - May 2009
Swiss Re 2000 - 2007
Swiss Reinsurance Co. 2000 - 2007
USJFCOM 1999 - 2001
General Electric Asset Management July 1998 - January 2000
Citigroup August 1994 - July 1998
Independent Financial Marketing Group August 1991 - August 1994
Skills
SDLC, Project Management, Change Management, Outsourcing, Governance, Program Management, Process Improvement, PMO, IT Strategy
Education
Pace University 1989 — 1991
BA, Political Science
Syracuse University 1986 — 1989
International Relations
Town of Greenwich 2010 - Present
U.S. Navy Reserve April 1999 - September 2010
UBS July 2007 - May 2009
Swiss Re 2000 - 2007
Swiss Reinsurance Co. 2000 - 2007
USJFCOM 1999 - 2001
General Electric Asset Management July 1998 - January 2000
Citigroup August 1994 - July 1998
Independent Financial Marketing Group August 1991 - August 1994
Skills
SDLC, Project Management, Change Management, Outsourcing, Governance, Program Management, Process Improvement, PMO, IT Strategy
Education
Pace University 1989 — 1991
BA, Political Science
Syracuse University 1986 — 1989
International Relations
Akhil Malhotra Akhil Malhotra's UBS Experience June 2011 - June 2014
Job Associate, US P&L & ARisk at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2014 - Present
UBS June 2011 - June 2014
Credit Suisse February 2011 - June 2011
Deutsche Bank May 2009 - September 2010
Deutsche Bank January 2007 - May 2009
Credit Suisse August 2006 - January 2007
Marshall, Tucker & Associates,LLC June 2006 - August 2006
Monitor110 May 2006 - August 2006
Pace University January 2005 - May 2006
Pace University August 2004 - December 2004
Skills
ETFs, Derivatives, FX, Commodities, Equities, FX Options, Bloomberg, Commodity, Financial Risk, Fixed Income, Hedge Funds, Financial Services, Trading, Financial Modeling, Valuation, Portfolio Management, Options, Equity Derivatives, Market Risk, Bonds, Emerging Markets, Structured Products
Education
Pace University 2004 — 2006
M.B.A, Investment Management
Thapar Institute of Engineering and Technology 1999 — 2003
B.E, Mechanical
UBS Investment Bank June 2014 - Present
UBS June 2011 - June 2014
Credit Suisse February 2011 - June 2011
Deutsche Bank May 2009 - September 2010
Deutsche Bank January 2007 - May 2009
Credit Suisse August 2006 - January 2007
Marshall, Tucker & Associates,LLC June 2006 - August 2006
Monitor110 May 2006 - August 2006
Pace University January 2005 - May 2006
Pace University August 2004 - December 2004
Skills
ETFs, Derivatives, FX, Commodities, Equities, FX Options, Bloomberg, Commodity, Financial Risk, Fixed Income, Hedge Funds, Financial Services, Trading, Financial Modeling, Valuation, Portfolio Management, Options, Equity Derivatives, Market Risk, Bonds, Emerging Markets, Structured Products
Education
Pace University 2004 — 2006
M.B.A, Investment Management
Thapar Institute of Engineering and Technology 1999 — 2003
B.E, Mechanical
Aiden Lynds Aiden Lynds's UBS Experience April 2015 - Present
Job Associate Director, AntiMoney Laundering Surveillance
Industry Banking
Experience
UBS April 2015 - Present
Citi August 2013 - April 2015
BBVA Compass November 2012 - August 2013
JPMorgan Chase May 2010 - August 2012
JPMorgan Chase June 2005 - October 2011
Skills
Problem Solving, Anti Money Laundering, Fraud Detection, Bank Secrecy Act, Communication Skills, Escalation Resolution, Investigation, Credit Card Fraud, Credit Cards, Training, Mentoring, Regulations, Presentation Development, Job Coaching, Building Relationships, Time Management, Banking, Adaptability, Research, Microsoft Excel, Development & delivery..., Analytical Skills, KYC, Leadership
Education
Otterbein University 2006 — 2009
Bachelor of Arts (B.A.), Psychology
Otterbein University 2006 — 2009
Bachelor of Arts (B.A.), Sociology
University of Westminster 2007 — 2008
UBS April 2015 - Present
Citi August 2013 - April 2015
BBVA Compass November 2012 - August 2013
JPMorgan Chase May 2010 - August 2012
JPMorgan Chase June 2005 - October 2011
Skills
Problem Solving, Anti Money Laundering, Fraud Detection, Bank Secrecy Act, Communication Skills, Escalation Resolution, Investigation, Credit Card Fraud, Credit Cards, Training, Mentoring, Regulations, Presentation Development, Job Coaching, Building Relationships, Time Management, Banking, Adaptability, Research, Microsoft Excel, Development & delivery..., Analytical Skills, KYC, Leadership
Education
Otterbein University 2006 — 2009
Bachelor of Arts (B.A.), Psychology
Otterbein University 2006 — 2009
Bachelor of Arts (B.A.), Sociology
University of Westminster 2007 — 2008
Anthony C. DiLullo's UBS Experience September 2011 - December 2011
Job Wealth Advisor at Murphy Wealth Management Group
Industry Financial Services
Experience
Murphy Wealth Management Group September 2014 - Present
LPL Finanical September 2013 - September 2014
ING Financial Partners August 2012 - September 2013
UBS September 2011 - December 2011
Deutsche Bank September 2010 - June 2011
Bloomberg July 2010 - July 2010
Advanced Currency Markets April 2010 - July 2010
AXA Financial July 2009 - November 2009
Skills
Bloomberg Terminal, Strategic Financial..., Bloomberg, Series 7, Finance, Fixed Income, Equities, Investments, Mutual Funds, Equity Research, Alternative Investments, Series 66, Portfolio Management
Education
Pace University 2008 — 2012
Finance
Pace University 2008 — 2012
BBA, Finance
Murphy Wealth Management Group September 2014 - Present
LPL Finanical September 2013 - September 2014
ING Financial Partners August 2012 - September 2013
UBS September 2011 - December 2011
Deutsche Bank September 2010 - June 2011
Bloomberg July 2010 - July 2010
Advanced Currency Markets April 2010 - July 2010
AXA Financial July 2009 - November 2009
Skills
Bloomberg Terminal, Strategic Financial..., Bloomberg, Series 7, Finance, Fixed Income, Equities, Investments, Mutual Funds, Equity Research, Alternative Investments, Series 66, Portfolio Management
Education
Pace University 2008 — 2012
Finance
Pace University 2008 — 2012
BBA, Finance
Sarah Wodarski's UBS Experience March 2005 - Present
Job Senior Registered Client Service Associate,RP®
Industry Financial Services
Experience
UBS March 2005 - Present
National City Bank June 2000 - March 2005
Commerce Bank July 1996 - June 2000
National City Bank June 1990 - July 1996
Skills
Please contact me for..., Series 7, Series 63, Series 65, RP®, Strategic Financial..., Training, Financial Services, Notary Public, Microsoft Office
Education
The College of Financial Planning 2012 — 2012
Registered Paraplanner, RP, Financial Planning and Services
Owens Community College 2008 — 2010
Supervision Certificate, School of Business and Information Technology, Finance, Banking and supervision, Honors for academic excellence
Rossford High
UBS March 2005 - Present
National City Bank June 2000 - March 2005
Commerce Bank July 1996 - June 2000
National City Bank June 1990 - July 1996
Skills
Please contact me for..., Series 7, Series 63, Series 65, RP®, Strategic Financial..., Training, Financial Services, Notary Public, Microsoft Office
Education
The College of Financial Planning 2012 — 2012
Registered Paraplanner, RP, Financial Planning and Services
Owens Community College 2008 — 2010
Supervision Certificate, School of Business and Information Technology, Finance, Banking and supervision, Honors for academic excellence
Rossford High
Edward J Mackey Edward J Mackey's UBS Experience December 2013 - February 2014
Job Consultant at Deutsche Bank
Industry Banking
Experience
Deutsche Bank April 2014 - Present
UBS December 2013 - February 2014
BNY Mellon November 2012 - May 2013
Commerzbank AG May 2007 - May 2012
CITIGROUP June 2005 - May 2007
Consulting (Citigroup/Deutsche Bank/HSBC) November 2001 - June 2005
JPMorgan Chase June 1998 - November 2001
CONSULTING (JP Morgan Chase) December 1996 - June 1998
Skills
Analytics, Financial Analysis, Strategic Financial..., Month End Close, Year-end Close, Microsoft Excel, Microsoft Word, PowerPoint, Access, Visual Basic, SQL, Adobe Acrobat Pro, Fixed Income, Adobe Acrobat, Finance, Derivatives, Capital Markets, Equities, FX Options, Treasury, Trading, Equity Derivatives, Valuation, Securities, Back Office, Options, Financial Services, Portfolio Management, Credit Derivatives, Accounting, Financial Planning
Education
Pace University 1977 — 1982
Bachelor of Business Administration (BBA), Accounting, 3.1
Deutsche Bank April 2014 - Present
UBS December 2013 - February 2014
BNY Mellon November 2012 - May 2013
Commerzbank AG May 2007 - May 2012
CITIGROUP June 2005 - May 2007
Consulting (Citigroup/Deutsche Bank/HSBC) November 2001 - June 2005
JPMorgan Chase June 1998 - November 2001
CONSULTING (JP Morgan Chase) December 1996 - June 1998
Skills
Analytics, Financial Analysis, Strategic Financial..., Month End Close, Year-end Close, Microsoft Excel, Microsoft Word, PowerPoint, Access, Visual Basic, SQL, Adobe Acrobat Pro, Fixed Income, Adobe Acrobat, Finance, Derivatives, Capital Markets, Equities, FX Options, Treasury, Trading, Equity Derivatives, Valuation, Securities, Back Office, Options, Financial Services, Portfolio Management, Credit Derivatives, Accounting, Financial Planning
Education
Pace University 1977 — 1982
Bachelor of Business Administration (BBA), Accounting, 3.1
Daniel Funderburk Daniel Funderburk's UBS Experience 2008 - 2010
Job Banking and Financial Services Executive Search
Industry Human Resources
Experience
Allegis Global Solutions at HSBC October 2014 - Present
Allegis Global Solutions at HSBC October 2013 - October 2014
Robert Half Management Resources 2012 - 2013
Robert Half Management Resources 2011 - 2012
LunchPro 2010 - 2011
UBS 2008 - 2010
Merrill Lynch 2006 - 2008
Skills
Management Consulting, Change Management, Business Development, Sales Management, Operations Management, Project Management, Strategy, Project Planning, Supply Chain, Fundraising, Talent Management, Talent Acquisition, International Relations, Mergers, Process Improvement, Mergers & Acquisitions, Recruiting, Start-ups, Strategic Planning, Analysis, ERP, Business Planning, Finance, Accounting, Financial Reporting, Management, Business Intelligence, Consulting, Strategic Financial..., Financial Analysis, Cross-functional Team..., Budgets, Team Building, Risk Management, Leadership, Forecasting, Contract Negotiation, Executive Management, CRM, Business Process..., Account Management, Sarbanes-Oxley Act, Banking, Vendor Management, Business Analysis, Internal Audit, SAP, Team Leadership, Managerial Finance, Financial Modeling
Education
Southern Methodist University
Entrepreneurship/Entrepreneurial Studies
University of London
MBA, International Management
Ouachita Baptist University
BA, Finance, International Business
Salzburg College
Junior Year Foreign Study -, Business, German, Art, Music, History
Allegis Global Solutions at HSBC October 2014 - Present
Allegis Global Solutions at HSBC October 2013 - October 2014
Robert Half Management Resources 2012 - 2013
Robert Half Management Resources 2011 - 2012
LunchPro 2010 - 2011
UBS 2008 - 2010
Merrill Lynch 2006 - 2008
Skills
Management Consulting, Change Management, Business Development, Sales Management, Operations Management, Project Management, Strategy, Project Planning, Supply Chain, Fundraising, Talent Management, Talent Acquisition, International Relations, Mergers, Process Improvement, Mergers & Acquisitions, Recruiting, Start-ups, Strategic Planning, Analysis, ERP, Business Planning, Finance, Accounting, Financial Reporting, Management, Business Intelligence, Consulting, Strategic Financial..., Financial Analysis, Cross-functional Team..., Budgets, Team Building, Risk Management, Leadership, Forecasting, Contract Negotiation, Executive Management, CRM, Business Process..., Account Management, Sarbanes-Oxley Act, Banking, Vendor Management, Business Analysis, Internal Audit, SAP, Team Leadership, Managerial Finance, Financial Modeling
Education
Southern Methodist University
Entrepreneurship/Entrepreneurial Studies
University of London
MBA, International Management
Ouachita Baptist University
BA, Finance, International Business
Salzburg College
Junior Year Foreign Study -, Business, German, Art, Music, History
Biguita Hernandez Biguita Hernandez's UBS Experience 1996 - 2003
Job Inspirational Leader and Builder of Authentic and Diverse Teams that Grow Businesses
Industry Professional Training & Coaching
Experience
Breathe Consulting-Workforce Management & Leadership Development 2015 - Present
Babson College March 2013 - May 2015
NYC Department of Small Business Services March 2012 - March 2013
NYC Department of Small Business Services June 2010 - March 2012
NYC Department of Small Business Services 2008 - 2010
Arbor Education and Training 2006 - 2008
JPMorgan Chase 2005 - 2006
UBS 1996 - 2003
Skills
Finance, Public Speaking, Management, Leadership, Strategy, Public Policy, Policy, Program Management, Strategic Planning, Business Intelligence, Financial Analysis, Operations Management, Recruiting, Small Business, Sales, Team Building, Organizational..., Public Relations, Process Improvement, Nonprofits, Microsoft Office, Program Evaluation, Project Management, Customer Service, Program Development, Management Consulting, Leadership Development, Business Development, Community Development, Microsoft Word, Training, Community Outreach, Non-profits, Project Planning, Event Management, Coaching, Research
Education
Pace University
BS, Business Marketing concentration in Advertising and Promotion
Breathe Consulting-Workforce Management & Leadership Development 2015 - Present
Babson College March 2013 - May 2015
NYC Department of Small Business Services March 2012 - March 2013
NYC Department of Small Business Services June 2010 - March 2012
NYC Department of Small Business Services 2008 - 2010
Arbor Education and Training 2006 - 2008
JPMorgan Chase 2005 - 2006
UBS 1996 - 2003
Skills
Finance, Public Speaking, Management, Leadership, Strategy, Public Policy, Policy, Program Management, Strategic Planning, Business Intelligence, Financial Analysis, Operations Management, Recruiting, Small Business, Sales, Team Building, Organizational..., Public Relations, Process Improvement, Nonprofits, Microsoft Office, Program Evaluation, Project Management, Customer Service, Program Development, Management Consulting, Leadership Development, Business Development, Community Development, Microsoft Word, Training, Community Outreach, Non-profits, Project Planning, Event Management, Coaching, Research
Education
Pace University
BS, Business Marketing concentration in Advertising and Promotion
Jacqueline Bauer's UBS Experience September 2010 - September 2011
Job Registered Client Associate at HighTower
Industry Financial Services
Experience
HighTower Bethesda September 2011 - Present
UBS September 2010 - September 2011
Morgan Stanley February 2006 - February 2010
Morgan Stanley Capital Group February 2006 - February 2010
The Premcor Refining Group May 2005 - November 2005
Skills
Series 7, Trading, Securities, Accounts Receivable, Accounts Payable, FINRA, Hedge Funds, ETFs, Private Equity, Microsoft Excel, Equities, Microsoft Office, Teamwork, Customer Service, Equity Trading, Microsoft Word, Alternative Investments
Education
Pace University 2001 — 2005
Bachelor of Arts, Psychology
HighTower Bethesda September 2011 - Present
UBS September 2010 - September 2011
Morgan Stanley February 2006 - February 2010
Morgan Stanley Capital Group February 2006 - February 2010
The Premcor Refining Group May 2005 - November 2005
Skills
Series 7, Trading, Securities, Accounts Receivable, Accounts Payable, FINRA, Hedge Funds, ETFs, Private Equity, Microsoft Excel, Equities, Microsoft Office, Teamwork, Customer Service, Equity Trading, Microsoft Word, Alternative Investments
Education
Pace University 2001 — 2005
Bachelor of Arts, Psychology
Brent Terrell Brent Terrell's UBS Experience August 2006 - September 2008
Job Operations Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2010 - Present
Arvest Bank September 2008 - October 2010
UBS August 2006 - September 2008
Skills
Operations Management, Employee Training, Wealth Management, Supervision, Business Development, FX Trading
Education
Oklahoma Baptist University 2000 — 2005
Finance, General
AXA Advisors October 2010 - Present
Arvest Bank September 2008 - October 2010
UBS August 2006 - September 2008
Skills
Operations Management, Employee Training, Wealth Management, Supervision, Business Development, FX Trading
Education
Oklahoma Baptist University 2000 — 2005
Finance, General
Jessica Taylor's UBS Experience August 2014 - April 2015
Job Douglas Elliman Eklund Gomes Team
Industry Investment Banking
Experience
Douglas Elliman Real Estate April 2015 - Present
UBS August 2014 - April 2015
UBS January 2013 - July 2014
Morgan Stanley November 2012 - January 2013
Shore Capital August 2012 - November 2012
The Rising Sun June 2004 - August 2012
Oxford Brookes University September 2008 - June 2012
Abercrombie & Fitch July 2011 - September 2011
ARK (Absolute Return for Kids) April 2011 - June 2011
Thomson Reuters January 2011 - March 2011
Skills
Investment Banking, Hedge Funds, Options, Interviews, Screening Resumes, Equity Derivatives, Commodity, Technical Recruiting, Talent Management, Sourcing, Building Relationships, Time Management, Temporary Staffing, Training, Business, Talent Acquisition, Marketing, Permanent Placement, Business Development, Social Networking, CRM, UML, Human Resources, Stakeholder Management
Education
Oxford Brookes University 2008 — 2012
Bachelor of Science (BSc) (Hons), Psychology and Business, 2:1
Godalming College 2005 — 2007
A Levels, ABB
Douglas Elliman Real Estate April 2015 - Present
UBS August 2014 - April 2015
UBS January 2013 - July 2014
Morgan Stanley November 2012 - January 2013
Shore Capital August 2012 - November 2012
The Rising Sun June 2004 - August 2012
Oxford Brookes University September 2008 - June 2012
Abercrombie & Fitch July 2011 - September 2011
ARK (Absolute Return for Kids) April 2011 - June 2011
Thomson Reuters January 2011 - March 2011
Skills
Investment Banking, Hedge Funds, Options, Interviews, Screening Resumes, Equity Derivatives, Commodity, Technical Recruiting, Talent Management, Sourcing, Building Relationships, Time Management, Temporary Staffing, Training, Business, Talent Acquisition, Marketing, Permanent Placement, Business Development, Social Networking, CRM, UML, Human Resources, Stakeholder Management
Education
Oxford Brookes University 2008 — 2012
Bachelor of Science (BSc) (Hons), Psychology and Business, 2:1
Godalming College 2005 — 2007
A Levels, ABB
Stephen Sawyer Stephen Sawyer's UBS Experience August 2003 - January 2008
Job :
Industry Information Technology and Services
Experience
Corbus, LLC November 2011 - November 2012
AVST November 2010 - November 2011
Cincinnati Bell January 2008 - November 2010
UBS August 2003 - January 2008
WorldCom October 1999 - August 2003
Skills
Business Planning, Timely Execution, Sales, Sales Operations, Leadership, Channel, Strategy, Solution Selling, Business Development, Account Management, Management, Analytics, Strategic Partnerships, Go-to-market Strategy, CRM, Customer Retention, Data Center
Education
Ohio University 1993 — 1997
BS, Health Science
Corbus, LLC November 2011 - November 2012
AVST November 2010 - November 2011
Cincinnati Bell January 2008 - November 2010
UBS August 2003 - January 2008
WorldCom October 1999 - August 2003
Skills
Business Planning, Timely Execution, Sales, Sales Operations, Leadership, Channel, Strategy, Solution Selling, Business Development, Account Management, Management, Analytics, Strategic Partnerships, Go-to-market Strategy, CRM, Customer Retention, Data Center
Education
Ohio University 1993 — 1997
BS, Health Science
Carrie SheaBerry, MBA Carrie SheaBerry, MBA's UBS Experience June 2008 - March 2010
Job Owner at SheaBerry Financial Service
Industry Financial Services
Experience
SheaBerry Financial Services September 2012 - Present
ODU Propeller Club September 2011 - August 2013
ODU MBA Association May 2011 - August 2013
Zim American Integrated Shipping Services Co. Inc May 2012 - September 2012
Old Dominion University May 2010 - December 2010
UBS June 2008 - March 2010
Cal'z Pizza ~ Main Office March 2003 - May 2008
Lillian Vernon August 2000 - September 2003
Squires Night Club June 1995 - August 2000
Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Analysis, Microsoft Office, Process Improvement, PowerPoint, Accounts Receivable, Portfolio Management, Sales, Board of Directors, Management, Executive..., Budgets, Managerial Finance, Forecasting, Budget Monitoring, Budget Forecasts, Decision Analysis, Decision Support, Finance, Accounts Payable, Investments, Broker-Dealer, Communication Skills, Customer Service, Trading, Reporting & Analysis, Executive Reporting, Multitasking Skills, Organization &..., Minitab, Financial Modeling, Mutual Funds, Operations Management, Cash Flow Forecasting, Sarbanes-Oxley Act, Series 7, Valuation, Risk Management, Leadership, Strategic Financial..., Corporate Finance, Fixed Income, Data Analysis, Auditing, Strategic Planning, Public Speaking, Marketing
Education
Old Dominion University 2009 — 2010
Master of Business Administration (M.B.A.), Financial Analysis and Valuation
Old Dominion University 2006 — 2008
Bachelor's Degree, Finance
Old Dominion University 2006 — 2008
Bachelor's Degree, Big Data/Decision Science
Tidewater Community College
Associate's Degree, Business Administration, Management and Operations
SheaBerry Financial Services September 2012 - Present
ODU Propeller Club September 2011 - August 2013
ODU MBA Association May 2011 - August 2013
Zim American Integrated Shipping Services Co. Inc May 2012 - September 2012
Old Dominion University May 2010 - December 2010
UBS June 2008 - March 2010
Cal'z Pizza ~ Main Office March 2003 - May 2008
Lillian Vernon August 2000 - September 2003
Squires Night Club June 1995 - August 2000
Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Analysis, Microsoft Office, Process Improvement, PowerPoint, Accounts Receivable, Portfolio Management, Sales, Board of Directors, Management, Executive..., Budgets, Managerial Finance, Forecasting, Budget Monitoring, Budget Forecasts, Decision Analysis, Decision Support, Finance, Accounts Payable, Investments, Broker-Dealer, Communication Skills, Customer Service, Trading, Reporting & Analysis, Executive Reporting, Multitasking Skills, Organization &..., Minitab, Financial Modeling, Mutual Funds, Operations Management, Cash Flow Forecasting, Sarbanes-Oxley Act, Series 7, Valuation, Risk Management, Leadership, Strategic Financial..., Corporate Finance, Fixed Income, Data Analysis, Auditing, Strategic Planning, Public Speaking, Marketing
Education
Old Dominion University 2009 — 2010
Master of Business Administration (M.B.A.), Financial Analysis and Valuation
Old Dominion University 2006 — 2008
Bachelor's Degree, Finance
Old Dominion University 2006 — 2008
Bachelor's Degree, Big Data/Decision Science
Tidewater Community College
Associate's Degree, Business Administration, Management and Operations
Derek Ebel Derek Ebel's UBS Experience January 1999 - January 2002
Job Senior Vice President Sector Portfolio Manager at Quest Investment Management
Industry Investment Management
Experience
Quest Investment Management April 2011 - Present
Mazama Capital Management March 2004 - April 2011
Nortel Networks 2002 - 2003
UBS January 1999 - January 2002
AT&T 1995 - 1999
Skills
Equities, Portfolio Management, Investments, Alternative Investments, Asset Managment, Financial Modeling, Valuation, Asset Allocation, Financial Analysis, Equity Research, Asset Management, Investment Management, Mutual Funds, Institutional..., Financial Advisory, Analysis, Investment Strategies, Strategy, Finance, Management, Investment Advisory, Wealth Management, Capital Markets, Series 7
Education
University of Portland 1999 — 2002
MBA, Business Administration and Management, General, 3.90
Oregon State University 1989 — 1993
BS, Finance
Quest Investment Management April 2011 - Present
Mazama Capital Management March 2004 - April 2011
Nortel Networks 2002 - 2003
UBS January 1999 - January 2002
AT&T 1995 - 1999
Skills
Equities, Portfolio Management, Investments, Alternative Investments, Asset Managment, Financial Modeling, Valuation, Asset Allocation, Financial Analysis, Equity Research, Asset Management, Investment Management, Mutual Funds, Institutional..., Financial Advisory, Analysis, Investment Strategies, Strategy, Finance, Management, Investment Advisory, Wealth Management, Capital Markets, Series 7
Education
University of Portland 1999 — 2002
MBA, Business Administration and Management, General, 3.90
Oregon State University 1989 — 1993
BS, Finance
Paul Kinney CIMA Paul Kinney CIMA's UBS Experience August 2005 - August 2013
Job Principal at The Kinney Group, LLC
Industry Financial Services
Experience
The Kinney Group, LLC September 2013 - Present
UBS August 2005 - August 2013
Morgan Stanley September 1978 - August 2005
Skills
Investment Advisory, Retirement Planning, Strategy
Education
University of Colorado Graduate School of Public Affairs 1976 — 1978
Master of Public Administration (MPA)
Occidental College 1971 — 1975
Bachelor of Arts (BA), Political Science
The Kinney Group, LLC September 2013 - Present
UBS August 2005 - August 2013
Morgan Stanley September 1978 - August 2005
Skills
Investment Advisory, Retirement Planning, Strategy
Education
University of Colorado Graduate School of Public Affairs 1976 — 1978
Master of Public Administration (MPA)
Occidental College 1971 — 1975
Bachelor of Arts (BA), Political Science
Joe Zentner CPM, CFP® Joe Zentner CPM, CFP®'s UBS Experience May 2009 - Present
Job Senior Portfolio Manager Vice President Investments with Rankin Wealth Managment at UBS
Industry Investment Management
Experience
UBS May 2009 - Present
Smith Barney July 1996 - May 2011
Education
Ohio University
BS Mechanical Engineering
UBS May 2009 - Present
Smith Barney July 1996 - May 2011
Education
Ohio University
BS Mechanical Engineering
Rayburn Brooks, CFP® Rayburn Brooks, CFP®'s UBS Experience April 2002 - October 2003
Job Financial Consultant & Owner www.BrooksInvestmentPros.com
Industry Investment Management
Experience
Brooks Investment Professionals 2006 - Present
First Bank & Trust Company 2005 - Present
Bank of Nichols Hills, IPI 2003 - 2006
UBS April 2002 - October 2003
Oklahoma National Guard 1997 - 2001
US Army Special Operations 1994 - 1997
Skills
Retirement Planning, Asset Management, Financial Planning, Investments, Retirement, Estate Planning, Finance, IRAs, Investment Management, Portfolio Management, Strategic Financial...
Education
Oklahoma City University 2006 — 2008
Financial Planning
University of Central Oklahoma 1998 — 2001
B.B.A., Finance
Brooks Investment Professionals 2006 - Present
First Bank & Trust Company 2005 - Present
Bank of Nichols Hills, IPI 2003 - 2006
UBS April 2002 - October 2003
Oklahoma National Guard 1997 - 2001
US Army Special Operations 1994 - 1997
Skills
Retirement Planning, Asset Management, Financial Planning, Investments, Retirement, Estate Planning, Finance, IRAs, Investment Management, Portfolio Management, Strategic Financial...
Education
Oklahoma City University 2006 — 2008
Financial Planning
University of Central Oklahoma 1998 — 2001
B.B.A., Finance
Srishvini Velma-Kuchanna Srishvini Velma-Kuchanna's UBS Experience 2011 - 2011
Job Sr QA Engineer at Rakuten Marketing
Industry Internet
Experience
Rakuten LinkShare Corporation 2011 - Present
UBS 2011 - 2011
Kaiser Permanente 2010 - 2010
Skills
Selenium, Software Quality..., Agile Methodologies, Test Automation, Test Planning, JIRA, Manual Testing, Regression Testing, Testing, Quality Assurance, Test Cases, Release Management, Team Leadership, Security Testing, IBM Appscan, MongoDB, BDD, UAT Coordination, Test Effort Estimation, Offshore Management, Global QA Management, Failover, Amazon Web Services..., Mercury QuickTest Pro, ALM, HP Quality Center, Firebug, Paros, Oracle, PeopleSoft Financial, Peoplesoft HCM, Github
Education
Osmania University
Computer Science
Rakuten LinkShare Corporation 2011 - Present
UBS 2011 - 2011
Kaiser Permanente 2010 - 2010
Skills
Selenium, Software Quality..., Agile Methodologies, Test Automation, Test Planning, JIRA, Manual Testing, Regression Testing, Testing, Quality Assurance, Test Cases, Release Management, Team Leadership, Security Testing, IBM Appscan, MongoDB, BDD, UAT Coordination, Test Effort Estimation, Offshore Management, Global QA Management, Failover, Amazon Web Services..., Mercury QuickTest Pro, ALM, HP Quality Center, Firebug, Paros, Oracle, PeopleSoft Financial, Peoplesoft HCM, Github
Education
Osmania University
Computer Science
Taylor Youmans Taylor Youmans's UBS Experience August 2015 - Present
Job Financial Advisor at UBS Financial
Industry Financial Services
Experience
UBS August 2015 - Present
Merrill Lynch May 2011 - August 2015
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Uniform Combined State..., Investment Advisory, Asset Allocation, Management, Series 63
Education
Old Dominion University
BSBA, Accounting and Finance
UBS August 2015 - Present
Merrill Lynch May 2011 - August 2015
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Uniform Combined State..., Investment Advisory, Asset Allocation, Management, Series 63
Education
Old Dominion University
BSBA, Accounting and Finance
Andrea Love's UBS Experience December 2012 - May 2013
Job Administrative Assistant
Industry Real Estate
Experience
Self Employed February 2015 - Present
Ryan Companies US, Inc. August 2013 - 2014
Greeley and Hansen 2013 - 2014
UBS December 2012 - May 2013
Total Transit Inc August 2012 - May 2013
Skills
Customer Service, Microsoft Excel, Customer Satisfaction, Microsoft Office, Insurance, Troubleshooting, Outlook, Data Entry, Budgets, Access, Invoicing, Microsoft Word, Call Centers, Team Leadership, PowerPoint, Sales, Relationship-builder..., Certificates Of..., Public Speaking, Team Building, Strategic Planning, Leadership
Education
Oklahoma Baptist University 2011 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.62
Phoenix College 2010 — 2014
Bachelor of Business Administration (BBA), Business/Managerial Economics, 3.73
Central High School-Phoenix, AZ
Self Employed February 2015 - Present
Ryan Companies US, Inc. August 2013 - 2014
Greeley and Hansen 2013 - 2014
UBS December 2012 - May 2013
Total Transit Inc August 2012 - May 2013
Skills
Customer Service, Microsoft Excel, Customer Satisfaction, Microsoft Office, Insurance, Troubleshooting, Outlook, Data Entry, Budgets, Access, Invoicing, Microsoft Word, Call Centers, Team Leadership, PowerPoint, Sales, Relationship-builder..., Certificates Of..., Public Speaking, Team Building, Strategic Planning, Leadership
Education
Oklahoma Baptist University 2011 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.62
Phoenix College 2010 — 2014
Bachelor of Business Administration (BBA), Business/Managerial Economics, 3.73
Central High School-Phoenix, AZ
Iain Birrell Iain Birrell's UBS Experience May 2007 - November 2008
Job Compensation Manager, CIB Technology & Quants at JPMorgan
Industry Investment Banking
Experience
JPMorgan November 2010 - Present
UBS Wealth Management 2008 - April 2011
UBS May 2007 - November 2008
UBS Investment Bank - London June 2004 - May 2007
Lucent Technologies 2000 - 2002
Education
Pace University 2007 — 2011
JPMorgan November 2010 - Present
UBS Wealth Management 2008 - April 2011
UBS May 2007 - November 2008
UBS Investment Bank - London June 2004 - May 2007
Lucent Technologies 2000 - 2002
Education
Pace University 2007 — 2011
Gregory Klang's UBS Experience 1994 - 2000
Job Americas Head of Built Environment Practice
Industry Information Technology and Services
Experience
PTS Consulting 2013 - Present
ThruPoint 2011 - 2012
Citihub 2009 - 2011
Barclays Capital 2002 - 2008
Cablevision 2000 - 2002
UBS 1994 - 2000
Goldman Sachs 1990 - 1994
Education
Pace University
BS
PTS Consulting 2013 - Present
ThruPoint 2011 - 2012
Citihub 2009 - 2011
Barclays Capital 2002 - 2008
Cablevision 2000 - 2002
UBS 1994 - 2000
Goldman Sachs 1990 - 1994
Education
Pace University
BS
Gary Kapul Gary Kapul's UBS Experience October 2008 - November 2009
Job Information Technology Consultant at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs February 2014 - Present
BNY Mellon February 2013 - January 2014
DTCC May 2011 - February 2013
JPMorgan Chase March 2010 - May 2011
UBS October 2008 - November 2009
Medco April 2008 - October 2008
Bear Stearns December 1997 - November 2007
Paine Webber February 1995 - December 1997
Kidder Peabody December 1992 - February 1995
Morgan Stanley March 1992 - December 1992
Skills
Financial Services, DB2, Trading Systems, SDLC, COBOL, Mainframe, JCL, Unix, Databases, VSAM, Visio, WebSphere MQ, Fileaid, Endeavor, CICS, Integration, SQL, Business Analysis, Vendor Management, Batch Programming
Education
Pace University 1985 — 1989
BS, Computer Science
Goldman Sachs February 2014 - Present
BNY Mellon February 2013 - January 2014
DTCC May 2011 - February 2013
JPMorgan Chase March 2010 - May 2011
UBS October 2008 - November 2009
Medco April 2008 - October 2008
Bear Stearns December 1997 - November 2007
Paine Webber February 1995 - December 1997
Kidder Peabody December 1992 - February 1995
Morgan Stanley March 1992 - December 1992
Skills
Financial Services, DB2, Trading Systems, SDLC, COBOL, Mainframe, JCL, Unix, Databases, VSAM, Visio, WebSphere MQ, Fileaid, Endeavor, CICS, Integration, SQL, Business Analysis, Vendor Management, Batch Programming
Education
Pace University 1985 — 1989
BS, Computer Science
Joel Altschule Joel Altschule's UBS Experience October 2011 - Present
Job First Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS October 2011 - Present
Morgan Stanley Smith Barney January 1987 - October 2011
Education
The Ohio State University 1968 — 1971
Bachelor of Science, Pharmacy
Ohio University 1966 — 1968
Chemistry
UBS October 2011 - Present
Morgan Stanley Smith Barney January 1987 - October 2011
Education
The Ohio State University 1968 — 1971
Bachelor of Science, Pharmacy
Ohio University 1966 — 1968
Chemistry
Srinath Miriyala's UBS Experience May 2008 - April 2010
Job Websphere Consultant at Unum
Industry Information Technology and Services
Experience
Unum February 2015 - Present
Bank of America January 2012 - December 2014
Bank of America Merrill Lynch May 2010 - December 2011
UBS May 2008 - April 2010
Futures First Info. Services Pvt. Ltd. April 2007 - March 2008
Skills
WebSphere, WebSphere MQ, WebSphere Application..., websphere service..., JBoss Application Server, ibm support assistant, SQL, SDLC, Java Enterprise Edition, Oracle, Microsoft Office, WinSCP, Putty
Education
United Business Institutes 2012 — 2013
Master's Degree
Osmania University 2003 — 2007
Bachelor's Degree
Unum February 2015 - Present
Bank of America January 2012 - December 2014
Bank of America Merrill Lynch May 2010 - December 2011
UBS May 2008 - April 2010
Futures First Info. Services Pvt. Ltd. April 2007 - March 2008
Skills
WebSphere, WebSphere MQ, WebSphere Application..., websphere service..., JBoss Application Server, ibm support assistant, SQL, SDLC, Java Enterprise Edition, Oracle, Microsoft Office, WinSCP, Putty
Education
United Business Institutes 2012 — 2013
Master's Degree
Osmania University 2003 — 2007
Bachelor's Degree
Chase Dickens Chase Dickens's UBS Experience August 2015 - Present
Job New Financial Advisor Development Program at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Chesapeake Energy June 2009 - July 2015
Chesapeake Energy May 2007 - July 2008
Infinity Resources, LLC May 2006 - August 2006
Commercial Law Group, P.C. May 2005 - August 2005
Skills
Energy, Business, Acquisitions, Negotiation, Economics, Purchase Contracts, Sales Contracts, Land Acquisition, Leases, Natural Gas, Oil/Gas, Finance, Contract Negotiation, Due Diligence, Shale Gas, Marcellus Shale, Utica Shale, Minerals, Gas, Energy Industry, Divestitures, Oil & Gas Industry, Analysis
Education
Oklahoma State University 2005 — 2009
Bachelor of Science (BS), Economics
UBS August 2015 - Present
Chesapeake Energy June 2009 - July 2015
Chesapeake Energy May 2007 - July 2008
Infinity Resources, LLC May 2006 - August 2006
Commercial Law Group, P.C. May 2005 - August 2005
Skills
Energy, Business, Acquisitions, Negotiation, Economics, Purchase Contracts, Sales Contracts, Land Acquisition, Leases, Natural Gas, Oil/Gas, Finance, Contract Negotiation, Due Diligence, Shale Gas, Marcellus Shale, Utica Shale, Minerals, Gas, Energy Industry, Divestitures, Oil & Gas Industry, Analysis
Education
Oklahoma State University 2005 — 2009
Bachelor of Science (BS), Economics
Neeraja Surumpudi Neeraja Surumpudi's UBS Experience June 2008 - April 2010
Job Financial Services Professional
Industry Financial Services
Experience
UBS June 2008 - April 2010
Datamonitor June 2007 - June 2008
ICFAI December 2004 - June 2007
Skills
Strategy, Competitive Analysis, Analysis, Business Development, Business Strategy, Business Intelligence, Strategic Planning, Finance, Banking, Investment Banking, Equities
Education
Santa Clara University - Leavey School of Business
MS Finance
Osmania University 2002 — 2004
MBA
UBS June 2008 - April 2010
Datamonitor June 2007 - June 2008
ICFAI December 2004 - June 2007
Skills
Strategy, Competitive Analysis, Analysis, Business Development, Business Strategy, Business Intelligence, Strategic Planning, Finance, Banking, Investment Banking, Equities
Education
Santa Clara University - Leavey School of Business
MS Finance
Osmania University 2002 — 2004
MBA
Kate LeFurgy Kate LeFurgy's UBS Experience June 2011 - December 2011
Job Associate at MDC Partners
Industry Public Policy
Experience
MDC Partners May 2014 - Present
ASGK Public Strategies October 2012 - April 2014
BroderickHaight Consulting August 2011 - October 2012
University of Chicago Hospitals December 2010 - June 2012
UBS June 2011 - December 2011
Skills
Stata, EndNote, Atlas, Economic Development, Corporate Social..., Microsoft Excel, Grants, Microsoft Office, Public Policy, Economics, Policy Analysis, Data Analysis, Research, Non-profits, Fundraising, Statistics, Spanish, International..., Government, Bloomberg Terminal, Nonprofits, CisionPoint, Qualitative Research, Policy, Proposal Writing, Analysis
Education
University of Chicago 2010 — 2012
Master in Public Policy
Ohio Wesleyan University 2004 — 2008
B.A., International Studies, Modern Foreign Language
Universidad de Salamanca
MDC Partners May 2014 - Present
ASGK Public Strategies October 2012 - April 2014
BroderickHaight Consulting August 2011 - October 2012
University of Chicago Hospitals December 2010 - June 2012
UBS June 2011 - December 2011
Skills
Stata, EndNote, Atlas, Economic Development, Corporate Social..., Microsoft Excel, Grants, Microsoft Office, Public Policy, Economics, Policy Analysis, Data Analysis, Research, Non-profits, Fundraising, Statistics, Spanish, International..., Government, Bloomberg Terminal, Nonprofits, CisionPoint, Qualitative Research, Policy, Proposal Writing, Analysis
Education
University of Chicago 2010 — 2012
Master in Public Policy
Ohio Wesleyan University 2004 — 2008
B.A., International Studies, Modern Foreign Language
Universidad de Salamanca
Jake Springer's UBS Experience June 2015 - Present
Job Summer Internship at UBS
Industry Higher Education
Experience
UBS June 2015 - Present
Phi Kappa Psi Fraternity May 2015 - Present
Phi Kappa Psi Fraternity May 2014 - May 2015
Kohl's Department Stores February 2013 - September 2014
Skills
Organization, Flexibility, Dependable Team Player, Work Ethic, Work Very Well with...
Education
Oregon State University 2013 — 2017
Business Administration and Management, General, Freshman
Newberg High School 2009 — 2013
Honors Diploma
UBS June 2015 - Present
Phi Kappa Psi Fraternity May 2015 - Present
Phi Kappa Psi Fraternity May 2014 - May 2015
Kohl's Department Stores February 2013 - September 2014
Skills
Organization, Flexibility, Dependable Team Player, Work Ethic, Work Very Well with...
Education
Oregon State University 2013 — 2017
Business Administration and Management, General, Freshman
Newberg High School 2009 — 2013
Honors Diploma
PJ Long's UBS Experience June 1998 - April 2001
Job Eastern Sales Director at Cordata Healthcare Innovations, LLC
Industry Hospital & Health Care
Experience
Cordata Healthcare Innovations, LLC April 2015 - Present
Starter Check L.L.C. May 2012 - May 2015
OnCall-LLC (A Grey Healthcare Company) February 2013 - April 2015
Novo Nordisk A/S March 2007 - April 2012
Pfizer November 2004 - March 2007
MBA Financial May 2001 - November 2004
UBS June 1998 - April 2001
Skills
Pharmaceutical Sales, Pharmaceuticals, Territory, Fundraising, Product Development, Healthcare, Strategic Planning, Account Management, Customer Relations, Human Resources, Software, Medical Software, B2B, Pharmaceutical Industry, Customer Service, Sales Operations, Hospitals, Training, Clinical Research, Cold Calling, Diabetes, New Business Development, Management, Orthopedic, Sales Management, Selling Skills, Managed Care, Sales Force Development, Product Launch, Sales, Cardiology, Oncology, Medical Devices, Sales Effectiveness, Neurology, Selling, Cross-functional Team..., Market Development, Sales Presentations, Coaching, Leadership, Team Building
Education
Ohio University 1989 — 1993
BA, Economics, Communications, Psychology
Cordata Healthcare Innovations, LLC April 2015 - Present
Starter Check L.L.C. May 2012 - May 2015
OnCall-LLC (A Grey Healthcare Company) February 2013 - April 2015
Novo Nordisk A/S March 2007 - April 2012
Pfizer November 2004 - March 2007
MBA Financial May 2001 - November 2004
UBS June 1998 - April 2001
Skills
Pharmaceutical Sales, Pharmaceuticals, Territory, Fundraising, Product Development, Healthcare, Strategic Planning, Account Management, Customer Relations, Human Resources, Software, Medical Software, B2B, Pharmaceutical Industry, Customer Service, Sales Operations, Hospitals, Training, Clinical Research, Cold Calling, Diabetes, New Business Development, Management, Orthopedic, Sales Management, Selling Skills, Managed Care, Sales Force Development, Product Launch, Sales, Cardiology, Oncology, Medical Devices, Sales Effectiveness, Neurology, Selling, Cross-functional Team..., Market Development, Sales Presentations, Coaching, Leadership, Team Building
Education
Ohio University 1989 — 1993
BA, Economics, Communications, Psychology
Akshay Vemuganti Akshay Vemuganti's UBS Experience February 2011 - June 2011
Job Retail Strategy & Payments
Industry Management Consulting
Experience
IBM Global Business Services July 2013 - Present
Walmart June 2011 - July 2013
Toastmasters International - Risk Toasters Chapter October 2012 - June 2013
UBS February 2011 - June 2011
Prime Health Care May 2010 - August 2010
Bharat Dynamics Limited January 2009 - April 2009
Larsen & Toubro Limited April 2008 - July 2008
Skills
Business Analysis, Supply Chain Management, Management, Business Process, Visio, Requirements Analysis, Analysis, Requirements Gathering, MS Project, Business Process..., Supply Chain, Vendor Management, SDLC, Data Analysis, Consulting, Logistics, Training, IT Strategy, Gap Analysis, Requirements Management, Product Requirements, Industrial Engineering, Cross-functional Team..., Microsoft Excel, Process Improvement, Project Management, Management Consulting, Supply Chain Consulting, Quality Assurance, Software Project..., Business Intelligence, Software Documentation, Program Management, Project Planning, Business Requirements, Team Management, Strategy, Process Engineering, Negotiation, Sterling Commerce, POS, Business Process..., Operations Management, Leadership, Integration, Agile Methodologies, Enterprise Architecture, Analytics
Education
University of Southern California 2009 — 2011
MS, Industrial Engineering
Osmania University 2005 — 2009
BS, Production Engineering
IBM Global Business Services July 2013 - Present
Walmart June 2011 - July 2013
Toastmasters International - Risk Toasters Chapter October 2012 - June 2013
UBS February 2011 - June 2011
Prime Health Care May 2010 - August 2010
Bharat Dynamics Limited January 2009 - April 2009
Larsen & Toubro Limited April 2008 - July 2008
Skills
Business Analysis, Supply Chain Management, Management, Business Process, Visio, Requirements Analysis, Analysis, Requirements Gathering, MS Project, Business Process..., Supply Chain, Vendor Management, SDLC, Data Analysis, Consulting, Logistics, Training, IT Strategy, Gap Analysis, Requirements Management, Product Requirements, Industrial Engineering, Cross-functional Team..., Microsoft Excel, Process Improvement, Project Management, Management Consulting, Supply Chain Consulting, Quality Assurance, Software Project..., Business Intelligence, Software Documentation, Program Management, Project Planning, Business Requirements, Team Management, Strategy, Process Engineering, Negotiation, Sterling Commerce, POS, Business Process..., Operations Management, Leadership, Integration, Agile Methodologies, Enterprise Architecture, Analytics
Education
University of Southern California 2009 — 2011
MS, Industrial Engineering
Osmania University 2005 — 2009
BS, Production Engineering
William Hofmann William Hofmann's UBS Experience 2014 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS 2014 - Present
Barclays 2013 - 2014
Pinnacle Associates 2012 - 2013
Pinnacle Associates June 2011 - August 2011
Pinnacle Associates June 2010 - August 2010
Skills
Portfolio Management, Equity Research, Finance, Equity Trading, Options, Customer Service, PowerPoint, Equities, Public Speaking, Investments, Leadership
Education
Ohio University 2008 — 2012
Bachelor of Business Administration
UBS 2014 - Present
Barclays 2013 - 2014
Pinnacle Associates 2012 - 2013
Pinnacle Associates June 2011 - August 2011
Pinnacle Associates June 2010 - August 2010
Skills
Portfolio Management, Equity Research, Finance, Equity Trading, Options, Customer Service, PowerPoint, Equities, Public Speaking, Investments, Leadership
Education
Ohio University 2008 — 2012
Bachelor of Business Administration
Daniel Shaffer's UBS Experience June 2012 - August 2012
Job Founder, CEO of Piximity
Industry Computer Software
Experience
Piximity July 2014 - Present
Redwheel Apps August 2008 - Present
GetTogether February 2012 - February 2014
The New York Times June 2013 - August 2013
UBS June 2012 - August 2012
UBS June 2011 - August 2011
Tekserve July 2008 - August 2008
Skills
Entrepreneurship, MySQL, JavaScript, iPhone, iOS development, Objective-C, CSS, PHP, Java, HTML, Start-ups, Software Development, Mobile Applications, Front-end, Web Development, Microsoft Office, Social Media
Education
Pace University
Piximity July 2014 - Present
Redwheel Apps August 2008 - Present
GetTogether February 2012 - February 2014
The New York Times June 2013 - August 2013
UBS June 2012 - August 2012
UBS June 2011 - August 2011
Tekserve July 2008 - August 2008
Skills
Entrepreneurship, MySQL, JavaScript, iPhone, iOS development, Objective-C, CSS, PHP, Java, HTML, Start-ups, Software Development, Mobile Applications, Front-end, Web Development, Microsoft Office, Social Media
Education
Pace University
Hena Pritham Hena Pritham's UBS Experience October 2008 - July 2011
Job
Industry
Experience
UBS October 2008 - July 2011
UBS 2007 - 2008
Deloitte U.S. India offices January 2007 - August 2007
Ivy Comptech (Party Gaming Plc) May 2003 - October 2006
Skills
Customer Service, Team Management, Vendor Management, Management, Business Analysis, Business Process..., Process Improvement, CRM, Program Management, Requirements Analysis, PMO, SDLC, Outsourcing, Analytics, Business Intelligence, Project Management
Education
Osmania University 2000 — 2003
Bachelor of Science (B.Sc.), Biochemistry
UBS October 2008 - July 2011
UBS 2007 - 2008
Deloitte U.S. India offices January 2007 - August 2007
Ivy Comptech (Party Gaming Plc) May 2003 - October 2006
Skills
Customer Service, Team Management, Vendor Management, Management, Business Analysis, Business Process..., Process Improvement, CRM, Program Management, Requirements Analysis, PMO, SDLC, Outsourcing, Analytics, Business Intelligence, Project Management
Education
Osmania University 2000 — 2003
Bachelor of Science (B.Sc.), Biochemistry
Hugo Gomez-Vivas Hugo Gomez-Vivas's UBS Experience August 2013 - August 2015
Job Application Support @ UBS
Industry Information Technology and Services
Experience
Deutsche Bank September 2015 - Present
UBS August 2013 - August 2015
FDM Group June 2013 - August 2015
Tracks June 2012 - August 2012
Wagner Trading, Inc. June 2008 - September 2011
University of Puerto Rico, Bayamon January 2009 - January 2009
Skills
PowerPoint, Microsoft Office, Research, HTML, English, Computer Hardware, Teamwork, Spanish, OS X, Software Documentation, Marketing, Windows, Customer Service, Photoshop, Information Technology, Editing, WordPress, Blogging, Social Media, Public Speaking, CSS, Writing, InDesign, Access, Adobe Creative Suite, Graphic Design, Time Management, PMBOK, PRINCE2, Unix, ISEB Diploma in..., SQL, Product Design, User Research, ION Trading System, Reuters EIKON, Bloomberg, Pricing, Analytics, and...
Education
Pace University 2009 — 2013
Bachelor of Science (B.S.), Information Technology
Commonwealth-Parkville High School in Puerto Rico 1995 — 2009
High School Diploma
Deutsche Bank September 2015 - Present
UBS August 2013 - August 2015
FDM Group June 2013 - August 2015
Tracks June 2012 - August 2012
Wagner Trading, Inc. June 2008 - September 2011
University of Puerto Rico, Bayamon January 2009 - January 2009
Skills
PowerPoint, Microsoft Office, Research, HTML, English, Computer Hardware, Teamwork, Spanish, OS X, Software Documentation, Marketing, Windows, Customer Service, Photoshop, Information Technology, Editing, WordPress, Blogging, Social Media, Public Speaking, CSS, Writing, InDesign, Access, Adobe Creative Suite, Graphic Design, Time Management, PMBOK, PRINCE2, Unix, ISEB Diploma in..., SQL, Product Design, User Research, ION Trading System, Reuters EIKON, Bloomberg, Pricing, Analytics, and...
Education
Pace University 2009 — 2013
Bachelor of Science (B.S.), Information Technology
Commonwealth-Parkville High School in Puerto Rico 1995 — 2009
High School Diploma
JUSTIN HENCK's UBS Experience January 2015 - Present
Job Wealth Strategy Associate
Industry Financial Services
Experience
UBS January 2015 - Present
Menards January 2014 - January 2015
Menards January 2013 - January 2014
Ohio Northern University January 2009 - January 2011
Skills
Wealth Management, Asset Allocation, Risk Management, Retirement Planning, Financial Advisory, Investment Management
Education
Ohio Northern University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Otsego High School 2003 — 2007
UBS January 2015 - Present
Menards January 2014 - January 2015
Menards January 2013 - January 2014
Ohio Northern University January 2009 - January 2011
Skills
Wealth Management, Asset Allocation, Risk Management, Retirement Planning, Financial Advisory, Investment Management
Education
Ohio Northern University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Otsego High School 2003 — 2007
Ramesh Chalamalla Ramesh Chalamalla's UBS Experience November 2007 - December 2010
Job OpenText Livelink professional
Industry Information Technology and Services
Experience
Cognizant Technology Solutions US Corporation November 2012 - Present
Cognizant Technology solutions November 2007 - November 2012
UBS November 2007 - December 2010
Capgemini Consulting Services India Pvt Ltd February 2006 - November 2007
Siemens Information Systems Ltd October 2004 - February 2006
Skills
Technical Support, Livelink, Oracle, Microsoft SQL Server, ASP, Core Java, Java Enterprise Edition, Enterprise Content..., Analysis, Architectures, C#, Architecture, SDLC, Integration, Business Requirements, Web Services, Requirements Analysis, .NET, ITIL
Education
Osmania University 2000 — 2003
MCA, Master of Computer Applications
Cognizant Technology Solutions US Corporation November 2012 - Present
Cognizant Technology solutions November 2007 - November 2012
UBS November 2007 - December 2010
Capgemini Consulting Services India Pvt Ltd February 2006 - November 2007
Siemens Information Systems Ltd October 2004 - February 2006
Skills
Technical Support, Livelink, Oracle, Microsoft SQL Server, ASP, Core Java, Java Enterprise Edition, Enterprise Content..., Analysis, Architectures, C#, Architecture, SDLC, Integration, Business Requirements, Web Services, Requirements Analysis, .NET, ITIL
Education
Osmania University 2000 — 2003
MCA, Master of Computer Applications
Rajan Nepal Rajan Nepal's UBS Experience November 2014 - May 2015
Job Microsoft Dynamics CRM Consultant and Architect
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Infosys November 2014 - Present
UBS November 2014 - May 2015
PIMCO - Pacific Investment Management Company March 2013 - October 2014
RGA - Reinsurance Group of America April 2012 - January 2013
Turnkey Technologies, Inc. January 2012 - April 2012
TALX - Equifax Workforce Solutions June 2011 - January 2012
Aspect Software March 2004 - January 2012
Calsoft Systems June 2000 - February 2004
www.sebsonline.org June 2000 - February 2004
Skills
Web Services, C#, XML, Integration, ASP.NET, Solution Architecture, SQL, JavaScript, CRM, SSRS, Web Applications, Microsoft CRM, Microsoft Dynamics, WPF, Testing, Data Migration, .NET
Education
Ohio Wesleyan University 1996 — 2000
B.A., Computer Science
Budhanilkantha School 1985 — 1995
A-Level
Bank of America Merrill Lynch May 2015 - Present
Infosys November 2014 - Present
UBS November 2014 - May 2015
PIMCO - Pacific Investment Management Company March 2013 - October 2014
RGA - Reinsurance Group of America April 2012 - January 2013
Turnkey Technologies, Inc. January 2012 - April 2012
TALX - Equifax Workforce Solutions June 2011 - January 2012
Aspect Software March 2004 - January 2012
Calsoft Systems June 2000 - February 2004
www.sebsonline.org June 2000 - February 2004
Skills
Web Services, C#, XML, Integration, ASP.NET, Solution Architecture, SQL, JavaScript, CRM, SSRS, Web Applications, Microsoft CRM, Microsoft Dynamics, WPF, Testing, Data Migration, .NET
Education
Ohio Wesleyan University 1996 — 2000
B.A., Computer Science
Budhanilkantha School 1985 — 1995
A-Level
Victor David Russell Victor David Russell's UBS Experience July 2014 - Present
Job Wealth Planning Analyst at UBS Financial Services
Industry Financial Services
Experience
UBS July 2014 - Present
EY 2013 - 2014
TPG Capital January 2011 - May 2012
Education
Oklahoma State University 2012 — 2013
Master of Science (M.S.), Accounting
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
UBS July 2014 - Present
EY 2013 - 2014
TPG Capital January 2011 - May 2012
Education
Oklahoma State University 2012 — 2013
Master of Science (M.S.), Accounting
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Gregory Sandella Gregory Sandella's UBS Experience
Job Project Manager at UBS
Industry Financial Services
Experience
UBS
Skills
Vendor Management, Business Analysis, SDLC, IT Management, Disaster Recovery, Project Management, Process Improvement, ITIL, IT Strategy, Management
Education
Pace University
Bachelor of Business Administration (BBA), Management Information Systems, General
UBS
Skills
Vendor Management, Business Analysis, SDLC, IT Management, Disaster Recovery, Project Management, Process Improvement, ITIL, IT Strategy, Management
Education
Pace University
Bachelor of Business Administration (BBA), Management Information Systems, General
Evelyn Anderson's UBS Experience May 2000 - August 2004
Job Senior Compliance Risk Assessment Officer at HSBC
Industry Financial Services
Experience
HSBC July 2015 - Present
JPMorgan Chase August 2010 - March 2015
Euphoria Salon & Spa May 2008 - August 2010
Merrill Lynch August 2006 - May 2008
UBS Financial Services Inc May 2004 - May 2006
UBS May 2000 - August 2004
Chase Manhattan Bank February 1994 - May 2000
Chase Manhattan Bank February 1977 - February 1994
Skills
Client Experience, Strategic Planning, Change Management, Financial Services, Program Management, Management, Project Management, Customer Experience, Banking, Team Building, Leadership, Business Analysis, CRM, Integration, Payments, Process Improvement, Software Documentation, Risk Management, Vendor Management, Relationship Management, Analysis, Portfolio Management, Strategy, Finance, Executive Management, Project Planning, ERP, Forecasting, PMO, Business Development, Call Centers, Budgets, Product Development, Business Process, Disaster Recovery, Product Management
Education
Pace University 1986 — 1989
Information Technologies/Computer Science
HSBC July 2015 - Present
JPMorgan Chase August 2010 - March 2015
Euphoria Salon & Spa May 2008 - August 2010
Merrill Lynch August 2006 - May 2008
UBS Financial Services Inc May 2004 - May 2006
UBS May 2000 - August 2004
Chase Manhattan Bank February 1994 - May 2000
Chase Manhattan Bank February 1977 - February 1994
Skills
Client Experience, Strategic Planning, Change Management, Financial Services, Program Management, Management, Project Management, Customer Experience, Banking, Team Building, Leadership, Business Analysis, CRM, Integration, Payments, Process Improvement, Software Documentation, Risk Management, Vendor Management, Relationship Management, Analysis, Portfolio Management, Strategy, Finance, Executive Management, Project Planning, ERP, Forecasting, PMO, Business Development, Call Centers, Budgets, Product Development, Business Process, Disaster Recovery, Product Management
Education
Pace University 1986 — 1989
Information Technologies/Computer Science
Brian Goltz Brian Goltz's UBS Experience May 2012 - September 2012
Job Credit Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
BNY Mellon May 2013 - Present
UBS May 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Outlook, Windows, HTML, C++, Budgets, C
Education
University of Pittsburgh 2009 — 2012
Bachelor of Science (BS), Finance, General
Ohio University 2008 — 2009
BNY Mellon August 2015 - Present
BNY Mellon May 2013 - Present
UBS May 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Outlook, Windows, HTML, C++, Budgets, C
Education
University of Pittsburgh 2009 — 2012
Bachelor of Science (BS), Finance, General
Ohio University 2008 — 2009
Steven Binns Steven Binns's UBS Experience April 2001 - September 2011
Job Investment Advisor
Industry Financial Services
Experience
Peregrine Asset Advisers 2011 - Present
UBS April 2001 - September 2011
Merrill Lynch January 1985 - April 2001
Education
Oregon State University 1982 — 1984
Bachelor's degree, Business Administration and Management, General
Peregrine Asset Advisers 2011 - Present
UBS April 2001 - September 2011
Merrill Lynch January 1985 - April 2001
Education
Oregon State University 1982 — 1984
Bachelor's degree, Business Administration and Management, General
Catherine Golaszewski's UBS Experience May 2010 - August 2010
Job Customer Service Representative at New York Life Insurance Company
Industry International Trade and Development
Experience
Diesel May 2011 - August 2011
UBS May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel
Education
Pace University 2008 — 2012
International Business Management, Economics
University of New Haven
Madrid, Spain
Diesel May 2011 - August 2011
UBS May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel
Education
Pace University 2008 — 2012
International Business Management, Economics
University of New Haven
Madrid, Spain
Dale Ditto Dale Ditto's UBS Experience October 2002 - March 2009
Job Hilliard Lyons McIntoshDitto Wealth Advisory Group Financial Consultant, Senior Vice President
Industry Financial Services
Experience
Hilliard Lyons March 2009 - Present
UBS October 2002 - March 2009
Soloman Smith Barney April 2000 - September 2002
Dale Ditto Attorney-At-Law January 1985 - March 2000
Education
University of Virginia 1979 — 1982
Master of Arts (M.A.), Foreign Affairs
University of Virginia School of Law 1976 — 1978
Doctor of Law (J.D.), Law
Oral Roberts University 1973 — 1975
Bachelor of Science (B.S.), Business/Commerce, General
Hilliard Lyons March 2009 - Present
UBS October 2002 - March 2009
Soloman Smith Barney April 2000 - September 2002
Dale Ditto Attorney-At-Law January 1985 - March 2000
Education
University of Virginia 1979 — 1982
Master of Arts (M.A.), Foreign Affairs
University of Virginia School of Law 1976 — 1978
Doctor of Law (J.D.), Law
Oral Roberts University 1973 — 1975
Bachelor of Science (B.S.), Business/Commerce, General
Sheila Pierfelice's UBS Experience 1999 - 2003
Job People Executive
Industry Executive Office
Experience
Top Tier Financial Services Company January 2014 - Present
Self-Employed May 2012 - January 2014
SPX January 2011 - May 2012
SPX Corporation January 2010 - January 2011
SPX Corporation September 2008 - January 2009
Bank of America March 2003 - August 2008
UBS 1999 - 2003
BOC 1997 - 1999
Marsh 1990 - 1997
Skills
Succession Planning, Emotional Intelligence, Change Management, Strategic Thinking, Strategic Planning, Global Solutions, Talent Management, Organizational..., Organizational Design, Employee Engagement, Organizational..., Performance Management, Organizational Learning, Learning Management, Experiential Learning, Organizational Structure, Organizational Talent, Assessment Center, Impact Assessment, Personality Assessment, Psychological Assessment, Program Evaluation, Evaluation, Formation Evaluation, Job Evaluation, Heuristic Evaluation, HR Transformation, HR Consulting, Strategic HR, Business Strategy, Business Process, Business Process..., Six Sigma, Six Thinking Hats, Predictive index, Leadership Development, Cross-functional Team..., Distributed Team..., Learning Management..., Educational Technology, Workforce Management, Workforce Planning, Coaching, Deferred Compensation, Executive Development, Performance Improvement, Program Management, Executive Coaching, Strategy, Training
Education
University of Phoenix 2002 — 2003
Master’s Degree, Organizational Leadership, A
Ohio University 1983 — 1987
BA, German
Top Tier Financial Services Company January 2014 - Present
Self-Employed May 2012 - January 2014
SPX January 2011 - May 2012
SPX Corporation January 2010 - January 2011
SPX Corporation September 2008 - January 2009
Bank of America March 2003 - August 2008
UBS 1999 - 2003
BOC 1997 - 1999
Marsh 1990 - 1997
Skills
Succession Planning, Emotional Intelligence, Change Management, Strategic Thinking, Strategic Planning, Global Solutions, Talent Management, Organizational..., Organizational Design, Employee Engagement, Organizational..., Performance Management, Organizational Learning, Learning Management, Experiential Learning, Organizational Structure, Organizational Talent, Assessment Center, Impact Assessment, Personality Assessment, Psychological Assessment, Program Evaluation, Evaluation, Formation Evaluation, Job Evaluation, Heuristic Evaluation, HR Transformation, HR Consulting, Strategic HR, Business Strategy, Business Process, Business Process..., Six Sigma, Six Thinking Hats, Predictive index, Leadership Development, Cross-functional Team..., Distributed Team..., Learning Management..., Educational Technology, Workforce Management, Workforce Planning, Coaching, Deferred Compensation, Executive Development, Performance Improvement, Program Management, Executive Coaching, Strategy, Training
Education
University of Phoenix 2002 — 2003
Master’s Degree, Organizational Leadership, A
Ohio University 1983 — 1987
BA, German
Ronald Liao Ronald Liao's UBS Experience October 2006 - November 2007
Job There's always a better way
Industry Information Technology and Services
Experience
eEnthuse.com May 2008 - Present
UBS October 2006 - November 2007
USPS 2006 - 2007
Education
Oklahoma State University 1983 — 1985
M.S., Industry Engineering & Management
Tunghai University 1975 — 1979
B.S., Industry Engineering
eEnthuse.com May 2008 - Present
UBS October 2006 - November 2007
USPS 2006 - 2007
Education
Oklahoma State University 1983 — 1985
M.S., Industry Engineering & Management
Tunghai University 1975 — 1979
B.S., Industry Engineering
Ilona J. Rosenberg Ilona J. Rosenberg's UBS Experience 2005 - 2011
Job Associate Director, Senior Professional Recruiter
Industry Financial Services
Experience
UBS 2005 - 2011
Pershing LLC 1996 - 2005
Global Processing Alliance 1993 - 1996
Bankers Trust 1990 - 1993
Skills
Strong Volume..., Creative Low Cost..., Employee Relations, Career Coaching, Resume Writing, Interview Skills..., Recruiting, Personnel Management, Benefits Administration, Career Counseling, Human Resources, Talent Management, Hiring, Program Management, Employee Benefits, Policy, Onboarding, Management, Temporary Placement, Organizational..., Employment Law, Succession Planning, Talent Acquisition, Applicant Tracking..., College Recruiting, Performance Management, HRIS, Employee Engagement, Deferred Compensation, PeopleSoft, Executive Search, Workforce Planning, Interviews, Technical Recruiting, Internet Recruiting, Career Development, HR Consulting, Sourcing, New Hire Orientations
Education
Pace University
BA, Social Science/Education
UBS 2005 - 2011
Pershing LLC 1996 - 2005
Global Processing Alliance 1993 - 1996
Bankers Trust 1990 - 1993
Skills
Strong Volume..., Creative Low Cost..., Employee Relations, Career Coaching, Resume Writing, Interview Skills..., Recruiting, Personnel Management, Benefits Administration, Career Counseling, Human Resources, Talent Management, Hiring, Program Management, Employee Benefits, Policy, Onboarding, Management, Temporary Placement, Organizational..., Employment Law, Succession Planning, Talent Acquisition, Applicant Tracking..., College Recruiting, Performance Management, HRIS, Employee Engagement, Deferred Compensation, PeopleSoft, Executive Search, Workforce Planning, Interviews, Technical Recruiting, Internet Recruiting, Career Development, HR Consulting, Sourcing, New Hire Orientations
Education
Pace University
BA, Social Science/Education
Christine Schlögl, PMP, CSM Christine Schlögl, PMP, CSM's UBS Experience September 2006 - February 2009
Job Product Program Manager at Pitney Bowes
Industry Information Technology and Services
Experience
Pitney Bowes July 2011 - Present
Virtusa May 2009 - July 2011
UBS September 2006 - February 2009
Unilever December 2000 - May 2006
Oxford Health Plans January 1997 - December 2000
PepsiCo September 1991 - January 1997
American Skandia September 1989 - September 1991
Skills
Cross-functional Team..., Business Process..., Disaster Recovery, Sarbanes-Oxley, HIPAA, Basel II, Business Analysis, SDLC, Program Management, Vendor Management, Business Process..., Change Management, Process Improvement, PMO, Project Portfolio..., Project Management, Management Consulting, IT Strategy, Business Intelligence, PMP
Education
Pace University 1989 — 1991
M.S., Management Information Systems
State University of New York College at Plattsburgh 1982 — 1986
B.S., Business Administration
Pitney Bowes July 2011 - Present
Virtusa May 2009 - July 2011
UBS September 2006 - February 2009
Unilever December 2000 - May 2006
Oxford Health Plans January 1997 - December 2000
PepsiCo September 1991 - January 1997
American Skandia September 1989 - September 1991
Skills
Cross-functional Team..., Business Process..., Disaster Recovery, Sarbanes-Oxley, HIPAA, Basel II, Business Analysis, SDLC, Program Management, Vendor Management, Business Process..., Change Management, Process Improvement, PMO, Project Portfolio..., Project Management, Management Consulting, IT Strategy, Business Intelligence, PMP
Education
Pace University 1989 — 1991
M.S., Management Information Systems
State University of New York College at Plattsburgh 1982 — 1986
B.S., Business Administration
Gretta Kuris Gretta Kuris's UBS Experience January 2001 - September 2007
Job Sr. QA Engineer Developers at FXCM
Industry Information Technology and Services
Experience
FXCM May 2014 - Present
Express Scripts (IBM) October 2013 - May 2014
EXPRESS SCRIPTS (IBM) April 2013 - January 2014
UBS Wealth Management August 2010 - December 2012
Axis Technology, LLC January 2008 - December 2009
UBS January 2001 - September 2007
CHASE MANHATTAN BANK September 1998 - December 2000
Skills
Fileaid, CICS, VSAM, SDLC, QMF, DB2, SQL, COBOL, Business Analysis, Visio, Databases, Requirements Analysis, Requirements Gathering
Education
Odessa State Polytechnic University 1986 — 1990
BS, Computer Science
FXCM May 2014 - Present
Express Scripts (IBM) October 2013 - May 2014
EXPRESS SCRIPTS (IBM) April 2013 - January 2014
UBS Wealth Management August 2010 - December 2012
Axis Technology, LLC January 2008 - December 2009
UBS January 2001 - September 2007
CHASE MANHATTAN BANK September 1998 - December 2000
Skills
Fileaid, CICS, VSAM, SDLC, QMF, DB2, SQL, COBOL, Business Analysis, Visio, Databases, Requirements Analysis, Requirements Gathering
Education
Odessa State Polytechnic University 1986 — 1990
BS, Computer Science
Christopher Margolin's UBS Experience April 2008 - May 2009
Job Executive Coach, Author, Speaker
Industry Professional Training & Coaching
Experience
Christopher Margolin Associates May 2009 - Present
UBS April 2008 - May 2009
Christopher Margolin Associates December 2005 - April 2008
UBS August 1998 - August 2005
Skills
Coaching, Strategy, Executive Coaching, Personal Development, Negotiation, Strategic Partnerships, Project Management, Team Building, Leadership, Change Management, Organizational..., Management Consulting, Entrepreneurship, Training, Talent Management, Leadership Development, Workshop Facilitation, Career Development, Management Development, Organizational..., Business Coaching
Education
Pace University 1988 — 1993
Business
Christopher Margolin Associates May 2009 - Present
UBS April 2008 - May 2009
Christopher Margolin Associates December 2005 - April 2008
UBS August 1998 - August 2005
Skills
Coaching, Strategy, Executive Coaching, Personal Development, Negotiation, Strategic Partnerships, Project Management, Team Building, Leadership, Change Management, Organizational..., Management Consulting, Entrepreneurship, Training, Talent Management, Leadership Development, Workshop Facilitation, Career Development, Management Development, Organizational..., Business Coaching
Education
Pace University 1988 — 1993
Business
Can Situ Can Situ's UBS Experience June 2014 - August 2014
Job IT Technician at ProHEALTH Care Assoc.
Industry Information Technology and Services
Experience
ProHEALTH Care Assoc. May 2015 - Present
TIAA-CREF September 2014 - March 2015
UBS June 2014 - August 2014
Citi December 2013 - April 2014
Museum of Chinese in America January 2013 - May 2013
US Navy September 2004 - September 2008
Skills
Servers, Windows 7, Network Administration, XP, Microsoft Exchange, Computer Hardware, DHCP, Troubleshooting, Security+, Technical Support, Windows XP, Security, Hardware, Software Installation, A+ Certified, Help Desk Support
Education
Pace University 2011 — 2013
Bachelor of Science (BS), Information Technology
ProHEALTH Care Assoc. May 2015 - Present
TIAA-CREF September 2014 - March 2015
UBS June 2014 - August 2014
Citi December 2013 - April 2014
Museum of Chinese in America January 2013 - May 2013
US Navy September 2004 - September 2008
Skills
Servers, Windows 7, Network Administration, XP, Microsoft Exchange, Computer Hardware, DHCP, Troubleshooting, Security+, Technical Support, Windows XP, Security, Hardware, Software Installation, A+ Certified, Help Desk Support
Education
Pace University 2011 — 2013
Bachelor of Science (BS), Information Technology
Matt Krohn Matt Krohn's UBS Experience December 1999 - December 2008
Job First Vice President – Financial Advisor, International at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2008 - Present
UBS December 1999 - December 2008
Merrill Lynch December 1994 - December 1999
Kidder Peabody December 1990 - December 1994
Donaldson, Lufkin & Jenrette December 1988 - December 1990
Underwood, Neuhaus 1986 - 1988
CE Vetco Gray February 1978 - August 1986
Cameron Iron Works 1976 - 1979
Education
The University of Texas at Austin 1972 — 1973
Bachelor of Arts, Humanities
Ohio University 1973 — 1974
International Relations
Coronado High School 1962 — 1969
RBC Wealth Management May 2008 - Present
UBS December 1999 - December 2008
Merrill Lynch December 1994 - December 1999
Kidder Peabody December 1990 - December 1994
Donaldson, Lufkin & Jenrette December 1988 - December 1990
Underwood, Neuhaus 1986 - 1988
CE Vetco Gray February 1978 - August 1986
Cameron Iron Works 1976 - 1979
Education
The University of Texas at Austin 1972 — 1973
Bachelor of Arts, Humanities
Ohio University 1973 — 1974
International Relations
Coronado High School 1962 — 1969
Bill Raftery's UBS Experience 1999 - 2005
Job HR Operations Control and Projects Lead
Industry Financial Services
Experience
Barclays 2009 - Present
Pro4ia 2007 - 2009
Accenture 2005 - 2007
Deutsche Bank 2005 - 2005
UBS 1999 - 2005
Education
George Washington University
Masters Certificate, Project Management
Pace University
BBA, Management Information Systems
Barclays 2009 - Present
Pro4ia 2007 - 2009
Accenture 2005 - 2007
Deutsche Bank 2005 - 2005
UBS 1999 - 2005
Education
George Washington University
Masters Certificate, Project Management
Pace University
BBA, Management Information Systems
Jeffrey Peckham's UBS Experience 1998 - 2001
Job SVP Chief Systems Architect, Enterprise Data and Analytics at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Wells Fargo Bank November 2002 - November 2012
Perot Systems Corporation June 1997 - April 2003
UBS 1998 - 2001
Bank of America October 1983 - June 1997
Transamerica Insurance Group July 1977 - October 1983
Skills
2nd Tenor, Pianist, Timpanist, Physical Data Modeling, Logical Data Modeling, Solution Architecture, Data Warehousing, Database Administration, Data Analysis, Database Design, ETL Tools, Data Mining, Ab Initio, Teradata Data Warehouse, Music Theory, Microstrategy, Tableau, Business Objects, ETL, Business Intelligence, Databases, Business Analysis, Oracle, Data Quality, Teradata, Data Integration, Leadership, Enterprise Software, Performance Tuning, Enterprise Architecture, Big Data, Data Warehouse..., Analysis, SDLC
Education
Occidental College 1969 — 1976
BA, MA, American Studies, Music
Goethe Institute @ Prien Am Chiemsee 1974 — 1974
none, German language school
Westtown School 1966 — 1969
High School
Wells Fargo November 2012 - Present
Wells Fargo Bank November 2002 - November 2012
Perot Systems Corporation June 1997 - April 2003
UBS 1998 - 2001
Bank of America October 1983 - June 1997
Transamerica Insurance Group July 1977 - October 1983
Skills
2nd Tenor, Pianist, Timpanist, Physical Data Modeling, Logical Data Modeling, Solution Architecture, Data Warehousing, Database Administration, Data Analysis, Database Design, ETL Tools, Data Mining, Ab Initio, Teradata Data Warehouse, Music Theory, Microstrategy, Tableau, Business Objects, ETL, Business Intelligence, Databases, Business Analysis, Oracle, Data Quality, Teradata, Data Integration, Leadership, Enterprise Software, Performance Tuning, Enterprise Architecture, Big Data, Data Warehouse..., Analysis, SDLC
Education
Occidental College 1969 — 1976
BA, MA, American Studies, Music
Goethe Institute @ Prien Am Chiemsee 1974 — 1974
none, German language school
Westtown School 1966 — 1969
High School
Patti Leahy's UBS Experience 1996 - 1998
Job Investor Relations Executive
Industry Telecommunications
Experience
Sonus Networks September 2011 - Present
Sonus Networks May 2011 - September 2011
One Communications (now EarthLink Business) January 2010 - May 2011
One Communications (now EarthLink Business) June 2008 - January 2010
Virgin Media 2003 - 2006
WilTel Communications 2002 - 2003
WilTel Communications 2000 - 2002
WilTel Communications 1998 - 2000
UBS 1996 - 1998
Skills
Corporate Development, Strategic Planning, Telecommunications, Mergers, Investor Relations, Business Strategy, Executive Management, Internal Communications, Business Development, Strategic Partnerships, New Business Development, Business Planning, Due Diligence, Mergers & Acquisitions, Forecasting, Management, Corporate Communications, Cross-functional Team..., Strategy, Program Management, Performance Management, Leadership, Strategic Communications, Corporate Finance, Finance
Education
Thunderbird School of Global Management 1995 — 1996
MBA
Oklahoma State University 1988 — 1992
BA
Sonus Networks September 2011 - Present
Sonus Networks May 2011 - September 2011
One Communications (now EarthLink Business) January 2010 - May 2011
One Communications (now EarthLink Business) June 2008 - January 2010
Virgin Media 2003 - 2006
WilTel Communications 2002 - 2003
WilTel Communications 2000 - 2002
WilTel Communications 1998 - 2000
UBS 1996 - 1998
Skills
Corporate Development, Strategic Planning, Telecommunications, Mergers, Investor Relations, Business Strategy, Executive Management, Internal Communications, Business Development, Strategic Partnerships, New Business Development, Business Planning, Due Diligence, Mergers & Acquisitions, Forecasting, Management, Corporate Communications, Cross-functional Team..., Strategy, Program Management, Performance Management, Leadership, Strategic Communications, Corporate Finance, Finance
Education
Thunderbird School of Global Management 1995 — 1996
MBA
Oklahoma State University 1988 — 1992
BA
Alfredo Blanco's UBS Experience May 2005 - June 2007
Job Sr. Systems Engineer at Eden Technologies
Industry Information Technology and Services
Experience
Eden Technologies August 2010 - Present
1st Technologies. Inc. January 2002 - Present
Sony Music Entertainment September 2009 - July 2010
Bank of America May 2008 - September 2009
Weil Gotshal and Manges June 2007 - May 2008
UBS May 2005 - June 2007
First Republic Bank June 2004 - April 2005
Direct Media January 2004 - June 2004
JPMorgan Chase 2000 - 2004
Lower Hudson Regional Information Center December 1999 - March 2000
Skills
Windows Server, Windows Desktop..., Mac OS X, Linux, Scripting, VBScript, HTA, Powershell, ASP.NET, Perl, Python, Active Directory, DHCP, DNS, Bind, System Administration, Microsoft SQL Server, MySQL, Virtualization, Hyper-V, VMware, HTML, vSphere, Deployment, SAN, Windows 7, IIS, Apache, SharePoint, Plone, Altiris, MSI Packaging, Open Source Software, Samba, 3PAR, Isilon, Windows 7 Migration, Project Management, OS X, System Deployment, VMware ESX, Infrastructure, VMware vSphere
Education
Penn State University 2012 — 2012
PyCamp 2012, Python
Pace University 1988 — 1988
Computer Systems Program
Eden Technologies August 2010 - Present
1st Technologies. Inc. January 2002 - Present
Sony Music Entertainment September 2009 - July 2010
Bank of America May 2008 - September 2009
Weil Gotshal and Manges June 2007 - May 2008
UBS May 2005 - June 2007
First Republic Bank June 2004 - April 2005
Direct Media January 2004 - June 2004
JPMorgan Chase 2000 - 2004
Lower Hudson Regional Information Center December 1999 - March 2000
Skills
Windows Server, Windows Desktop..., Mac OS X, Linux, Scripting, VBScript, HTA, Powershell, ASP.NET, Perl, Python, Active Directory, DHCP, DNS, Bind, System Administration, Microsoft SQL Server, MySQL, Virtualization, Hyper-V, VMware, HTML, vSphere, Deployment, SAN, Windows 7, IIS, Apache, SharePoint, Plone, Altiris, MSI Packaging, Open Source Software, Samba, 3PAR, Isilon, Windows 7 Migration, Project Management, OS X, System Deployment, VMware ESX, Infrastructure, VMware vSphere
Education
Penn State University 2012 — 2012
PyCamp 2012, Python
Pace University 1988 — 1988
Computer Systems Program
Tony W Fong's UBS Experience September 1994 - February 1998
Job
Industry Capital Markets
Experience
Citi September 2009 - Present
Citi February 1998 - September 2009
UBS September 1994 - February 1998
UBS 1996 - 1997
Skills
Municipal Bonds, Trading Systems, Middle Office, Python, Perl, HTML 5, CSS, Web Design, JavaScript, Sybase, Oracle, Linux, XML, SQL, SharePoint, Disaster Recovery, System Monitoring, Environmental Monitoring
Education
Institute of Culinary Education 2005 — 2005
Culinary Arts, Culinary Arts
Pace University 1990 — 1994
BS, MIS
Citi September 2009 - Present
Citi February 1998 - September 2009
UBS September 1994 - February 1998
UBS 1996 - 1997
Skills
Municipal Bonds, Trading Systems, Middle Office, Python, Perl, HTML 5, CSS, Web Design, JavaScript, Sybase, Oracle, Linux, XML, SQL, SharePoint, Disaster Recovery, System Monitoring, Environmental Monitoring
Education
Institute of Culinary Education 2005 — 2005
Culinary Arts, Culinary Arts
Pace University 1990 — 1994
BS, MIS
Aditya Prakash's UBS Experience November 2012 - February 2014
Job Head of Technology, Control Functions OchZiff Capital Management
Industry Investment Banking
Experience
Och-Ziff Capital Management February 2014 - Present
UBS November 2012 - February 2014
UBS Investment Bank 2006 - November 2012
A G Edwards March 2006 - October 2006
General Motors Acceptance Corp. July 2004 - March 2006
Pace University September 2002 - June 2004
MBIA June 2003 - January 2004
Churchill SSI March 2001 - May 2002
Skills
Agile, RUP, Application Design, Waterfall, SDLC, Program Management, Outsourcing Management, Outsourcing Advisory, Global Sourcing, Global Management, Global Delivery, Global Strategy, Legal Compliance, Compliance Management, RAD, Fraud Prevention, Regulatory Reporting, IT Strategy, Strategic Planning, Strategic Sourcing, Strategic Leadership, Agile Methodologies, Project Management, Vendor Management, Outsourcing, Management, Leadership, Analysis, Change Management, Telecommunications, Project Portfolio..., PMO, Financial Services, Project Planning, Investment Banking, Governance, Business Process..., Business Analysis, Risk Management, Project Delivery, Software Project..., PMP, Business Transformation, Business Process, Offshoring, Requirements Gathering, Agile Project Management, Integration, Equities, Strategy
Education
Project Management Institute (PMI) 2005 — 2005
Project Management Professional (PMP)
Pace University 2002 — 2004
MS
Och-Ziff Capital Management February 2014 - Present
UBS November 2012 - February 2014
UBS Investment Bank 2006 - November 2012
A G Edwards March 2006 - October 2006
General Motors Acceptance Corp. July 2004 - March 2006
Pace University September 2002 - June 2004
MBIA June 2003 - January 2004
Churchill SSI March 2001 - May 2002
Skills
Agile, RUP, Application Design, Waterfall, SDLC, Program Management, Outsourcing Management, Outsourcing Advisory, Global Sourcing, Global Management, Global Delivery, Global Strategy, Legal Compliance, Compliance Management, RAD, Fraud Prevention, Regulatory Reporting, IT Strategy, Strategic Planning, Strategic Sourcing, Strategic Leadership, Agile Methodologies, Project Management, Vendor Management, Outsourcing, Management, Leadership, Analysis, Change Management, Telecommunications, Project Portfolio..., PMO, Financial Services, Project Planning, Investment Banking, Governance, Business Process..., Business Analysis, Risk Management, Project Delivery, Software Project..., PMP, Business Transformation, Business Process, Offshoring, Requirements Gathering, Agile Project Management, Integration, Equities, Strategy
Education
Project Management Institute (PMI) 2005 — 2005
Project Management Professional (PMP)
Pace University 2002 — 2004
MS
Damian Shameer's UBS Experience August 2006 - January 2008
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs May 2012 - Present
UBS Wealth Management March 2009 - May 2012
UBS Financial Services January 2008 - January 2009
UBS August 2006 - January 2008
UBS August 2004 - August 2006
JPMorgan July 2000 - May 2004
JPMorgan Chase 2000 - 2004
Skills
Struts, Spring, Unix Shell Scripting, Java, DB2, Unix, JSP, Eclipse, SOA, Java Enterprise Edition, J2EE Application..., Awk, Subversion, Maven2, Continuous Integration, Informix, Oracle SQL, ETL Tools, Shell Scripting, Spring Framework
Education
Pace University 2000 — 2004
Bachelor of Science (B.S.), Computer Science
Goldman Sachs January 2015 - Present
Goldman Sachs May 2012 - Present
UBS Wealth Management March 2009 - May 2012
UBS Financial Services January 2008 - January 2009
UBS August 2006 - January 2008
UBS August 2004 - August 2006
JPMorgan July 2000 - May 2004
JPMorgan Chase 2000 - 2004
Skills
Struts, Spring, Unix Shell Scripting, Java, DB2, Unix, JSP, Eclipse, SOA, Java Enterprise Edition, J2EE Application..., Awk, Subversion, Maven2, Continuous Integration, Informix, Oracle SQL, ETL Tools, Shell Scripting, Spring Framework
Education
Pace University 2000 — 2004
Bachelor of Science (B.S.), Computer Science
Sridhar Yeddula's UBS Experience June 2006 - May 2007
Job Senior BIG Data, Data Warehouse & Business Intelligence Architect
Industry Information Technology and Services
Experience
ASCAP March 2014 - Present
Barclays August 2011 - March 2014
Credit Suisse September 2008 - August 2011
Goldman Sachs June 2007 - September 2008
UBS June 2006 - May 2007
BNY Mellon March 2005 - May 2006
Morgan Stanley August 2004 - February 2005
Skills
Management, Project Management, Leadership, Business Analysis, SQL, Program Management, Team Leadership, Business Development, Change Management, Data Warehouse..., Hadoop, Business Intelligence, Big Data Analytics, ETL, Data Analysis
Education
Osmania University 1992 — 1995
ASCAP March 2014 - Present
Barclays August 2011 - March 2014
Credit Suisse September 2008 - August 2011
Goldman Sachs June 2007 - September 2008
UBS June 2006 - May 2007
BNY Mellon March 2005 - May 2006
Morgan Stanley August 2004 - February 2005
Skills
Management, Project Management, Leadership, Business Analysis, SQL, Program Management, Team Leadership, Business Development, Change Management, Data Warehouse..., Hadoop, Business Intelligence, Big Data Analytics, ETL, Data Analysis
Education
Osmania University 1992 — 1995
Luke Ferrell's UBS Experience 2002 - 2003
Job Managing Director at Agency Trading Group, Inc.
Industry Financial Services
Experience
Agency Trading Group, Inc. January 2011 - Present
Pulse Trading September 2006 - October 2010
Knight Capital Group 2005 - 2006
Direct Trading Institutional 2003 - 2006
Debt XS March 2003 - November 2003
UBS 2002 - 2003
Fidelity Investments 2000 - 2002
Esker 1998 - 2000
Skills
Equities, Trading, Options, Trading Systems, Series 7, Bonds, Data Analysis, Hedge Funds, Finance, General Awesomeness, Financial Risk, Strategic Financial..., Electronic Trading, Securities, Series 63, FINRA, Equity Trading, Series 24, Bloomberg, Alternative Investments, Financial Planning
Education
Oklahoma State University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
Agency Trading Group, Inc. January 2011 - Present
Pulse Trading September 2006 - October 2010
Knight Capital Group 2005 - 2006
Direct Trading Institutional 2003 - 2006
Debt XS March 2003 - November 2003
UBS 2002 - 2003
Fidelity Investments 2000 - 2002
Esker 1998 - 2000
Skills
Equities, Trading, Options, Trading Systems, Series 7, Bonds, Data Analysis, Hedge Funds, Finance, General Awesomeness, Financial Risk, Strategic Financial..., Electronic Trading, Securities, Series 63, FINRA, Equity Trading, Series 24, Bloomberg, Alternative Investments, Financial Planning
Education
Oklahoma State University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
Raena Zakhary Bishop's UBS Experience September 2006 - July 2008
Job Associate Director of Marketing at Muzinich & Co
Industry Investment Management
Experience
Muzinich & Co July 2012 - Present
Self-Employed January 2009 - June 2012
UBS September 2006 - July 2008
JPMorgan Asset Management March 2001 - June 2006
Education
Pace University
B.A, Economics
Muzinich & Co July 2012 - Present
Self-Employed January 2009 - June 2012
UBS September 2006 - July 2008
JPMorgan Asset Management March 2001 - June 2006
Education
Pace University
B.A, Economics
boris onufreiczuk's UBS Experience 2008 - 2012
Job IT Consultant
Industry Financial Services
Experience
Sirobus Partners August 2008 - Present
UBS 2008 - 2012
IBM Global Services 1993 - 1998
Skills
Process Improvement, Solaris, IT Service Management, Business Analysis, SharePoint, IT Strategy, ITIL, Change Management, IT Management, Disaster Recovery, Data Center, Requirements Analysis, Enterprise Architecture, Vendor Management, IT Operations, Unix, Program Management, PMO, Cloud Computing, Integration, Service Delivery, Project Portfolio..., Governance, Solution Architecture, Infrastructure, PMP, Project Delivery
Education
Pace University 1977 — 1981
Sirobus Partners August 2008 - Present
UBS 2008 - 2012
IBM Global Services 1993 - 1998
Skills
Process Improvement, Solaris, IT Service Management, Business Analysis, SharePoint, IT Strategy, ITIL, Change Management, IT Management, Disaster Recovery, Data Center, Requirements Analysis, Enterprise Architecture, Vendor Management, IT Operations, Unix, Program Management, PMO, Cloud Computing, Integration, Service Delivery, Project Portfolio..., Governance, Solution Architecture, Infrastructure, PMP, Project Delivery
Education
Pace University 1977 — 1981
Aleksey Shevchenko's UBS Experience 2000 - 2004
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2006 - Present
Morgan Stanley Wealth Management August 2006 - January 2014
Developer.com 2003 - 2008
Scholastic 2004 - 2005
UBS 2000 - 2004
Education
Pace University 1996 — 2000
Bachelor of Science (B.S.), Computer Science
Pace University 1996 — 2000
Computer Science, Computer Science
Morgan Stanley August 2006 - Present
Morgan Stanley Wealth Management August 2006 - January 2014
Developer.com 2003 - 2008
Scholastic 2004 - 2005
UBS 2000 - 2004
Education
Pace University 1996 — 2000
Bachelor of Science (B.S.), Computer Science
Pace University 1996 — 2000
Computer Science, Computer Science
Savitha Namburu's UBS Experience software developmentWipro2003 - 2007
Job Support Analyst at UBS
Industry Investment Banking
Experience
UBS software developmentWipro2003 - 2007
Tangoe Communications April 2004 - August 2004
Education
Osmania University 1998 — 2001
MCA, Computer Sciences
UBS software developmentWipro2003 - 2007
Tangoe Communications April 2004 - August 2004
Education
Osmania University 1998 — 2001
MCA, Computer Sciences
Michael Corlett's UBS Experience 2000 - 2002
Job Sr Operations Officer, Finance and Private Sector Development, Africa region, at The World Bank
Industry International Affairs
Experience
The World Bank April 2012 - Present
World Bank July 2003 - April 2012
Artminers.org 2008 - 2012
UBS 2000 - 2002
Skills
Policy Analysis, Macroeconomics, Public Policy, Econometrics, Economics, Financial Modeling, International Economics, Emerging Markets, International..., Stata, Financial Analysis, Investments, Analysis, Economic Development, Business Strategy, Africa
Education
Ohio University 1997 — 1999
M.A., International Affairs
University of Michigan 1989 — 1993
B.S., Economics
The World Bank April 2012 - Present
World Bank July 2003 - April 2012
Artminers.org 2008 - 2012
UBS 2000 - 2002
Skills
Policy Analysis, Macroeconomics, Public Policy, Econometrics, Economics, Financial Modeling, International Economics, Emerging Markets, International..., Stata, Financial Analysis, Investments, Analysis, Economic Development, Business Strategy, Africa
Education
Ohio University 1997 — 1999
M.A., International Affairs
University of Michigan 1989 — 1993
B.S., Economics
Sai Veluri's UBS Experience July 2015 - Present
Job Derivatives and Collateral Nashville, TN
Industry Banking
Experience
UBS July 2015 - Present
UBS AG April 2012 - June 2015
UBS March 2011 - April 2012
UBS June 2010 - March 2011
UBS Investment Bank October 2006 - June 2010
Deutsche Bank September 2005 - October 2006
Skills
Collateral Management, Risk Management, Client Service, Valuation, Corporate Actions, Investment Banking, Derivatives, Equities, Financial Risk, Asset Management, Fixed Income
Education
Osmania University 2003 — 2005
MBA, Finance
Sri Sathya Sai Institute of Higher Learning 1997 — 2003
Bachelors in Commerce (Hons), Finance
UBS July 2015 - Present
UBS AG April 2012 - June 2015
UBS March 2011 - April 2012
UBS June 2010 - March 2011
UBS Investment Bank October 2006 - June 2010
Deutsche Bank September 2005 - October 2006
Skills
Collateral Management, Risk Management, Client Service, Valuation, Corporate Actions, Investment Banking, Derivatives, Equities, Financial Risk, Asset Management, Fixed Income
Education
Osmania University 2003 — 2005
MBA, Finance
Sri Sathya Sai Institute of Higher Learning 1997 — 2003
Bachelors in Commerce (Hons), Finance
Arshad Alam's UBS Experience 2007 - 2008
Job Sr Developer with Vonage Inc.
Industry Information Technology and Services
Christina Coursey's UBS Experience November 2009 - February 2010
Job Project Coordinator
Industry Human Resources
Experience
1199SEIU Benefit and Pension Fund February 2014 - Present
Bunge August 2013 - December 2013
Starcom MediaVest Group September 2010 - May 2013
UBS November 2009 - February 2010
Computer Generated Solutions July 2007 - October 2008
Strategic Workforce Solutions February 2007 - July 2007
Skills
Human Resources, Employee Benefits, HRIS, Event Planning, Talent Acquisition, Microsoft Office, Payroll, Recruiting, Contract Negotiation, Inventory Management, Employee Relations, PeopleSoft, Strategy, I-9 Compliance, E-Verify, HR Policies, Invoicing, Onboarding, Applicant Tracking..., Microsoft Word, New Hire Orientations, Sourcing, Open Enrollment, Employee Handbooks, Temporary Placement, Training, Billing, Department..., Process Improvement, Strategic Planning, Customer Service
Education
Pace University 2015 — 2015
Continuing Education-Human Resources Management Certification, Human Resources Management
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2006
BS, Human Resources Management
1199SEIU Benefit and Pension Fund February 2014 - Present
Bunge August 2013 - December 2013
Starcom MediaVest Group September 2010 - May 2013
UBS November 2009 - February 2010
Computer Generated Solutions July 2007 - October 2008
Strategic Workforce Solutions February 2007 - July 2007
Skills
Human Resources, Employee Benefits, HRIS, Event Planning, Talent Acquisition, Microsoft Office, Payroll, Recruiting, Contract Negotiation, Inventory Management, Employee Relations, PeopleSoft, Strategy, I-9 Compliance, E-Verify, HR Policies, Invoicing, Onboarding, Applicant Tracking..., Microsoft Word, New Hire Orientations, Sourcing, Open Enrollment, Employee Handbooks, Temporary Placement, Training, Billing, Department..., Process Improvement, Strategic Planning, Customer Service
Education
Pace University 2015 — 2015
Continuing Education-Human Resources Management Certification, Human Resources Management
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2006
BS, Human Resources Management
Adriana (Maida) Phillips, PMP's UBS Experience September 2006 - April 2012
Job Vice President / Business Leader at MasterCard
Industry Financial Services
Experience
MasterCard March 2014 - Present
MasterCard April 2012 - March 2014
UBS September 2006 - April 2012
Transnational Publishers, Inc February 2005 - August 2006
Prudential Securities May 1999 - February 2005
Skills
Business Analysis, Financial Services, Portfolio Management, Risk Management, Equities, Derivatives, SDLC, Strategy, Vendor Management, Leadership, Requirements Analysis
Education
Pace University
MBA, Strategic Management
MasterCard March 2014 - Present
MasterCard April 2012 - March 2014
UBS September 2006 - April 2012
Transnational Publishers, Inc February 2005 - August 2006
Prudential Securities May 1999 - February 2005
Skills
Business Analysis, Financial Services, Portfolio Management, Risk Management, Equities, Derivatives, SDLC, Strategy, Vendor Management, Leadership, Requirements Analysis
Education
Pace University
MBA, Strategic Management
Dana Seidman's UBS Experience June 1990 - November 2007
Job Proofreader / Editor at oDesk
Industry Management Consulting
Experience
oDesk August 2011 - Present
oDesk 2010 - August 2011
UBS June 1990 - November 2007
MHT February 1979 - June 1990
Datasaab August 1974 - February 1979
Informatics February 1973 - August 1974
Education
Queens College 1969 — 1973
BA, Math, Computer Science
Bayside High School 1966 — 1969
Pace University
MBA, Management, Intl Business
oDesk August 2011 - Present
oDesk 2010 - August 2011
UBS June 1990 - November 2007
MHT February 1979 - June 1990
Datasaab August 1974 - February 1979
Informatics February 1973 - August 1974
Education
Queens College 1969 — 1973
BA, Math, Computer Science
Bayside High School 1966 — 1969
Pace University
MBA, Management, Intl Business
Phil Drechsler's UBS Experience 2000 - 2004
Job Investigative Producer, KNBCTV
Industry Broadcast Media
Experience
KNBC-TV 2012 - Present
NBCUniversal, Inc. 2012 - Present
WCPO Channel 9 / WCPO.com 2004 - Present
WCPO 2002 - Present
Freelance 1987 - Present
Scripps-WCPO-TV 2002 - 2012
E.W. Scripps 2002 - 2011
UBS 2000 - 2004
WTOL-TV 1987 - 2000
Skills
Investigative Reporting, Video, Television, Photography, Broadcast, Broadcast Journalism, Videography, Journalism, Video Production, Editing, Video Editing, Final Cut Pro, Breaking News, Non-linear Editing, Avid, Radio, ENPS, Producing
Education
Xavier University 2010 — 2012
Business
Ohio University 1981 — 1986
BS, telecommunications
KNBC-TV 2012 - Present
NBCUniversal, Inc. 2012 - Present
WCPO Channel 9 / WCPO.com 2004 - Present
WCPO 2002 - Present
Freelance 1987 - Present
Scripps-WCPO-TV 2002 - 2012
E.W. Scripps 2002 - 2011
UBS 2000 - 2004
WTOL-TV 1987 - 2000
Skills
Investigative Reporting, Video, Television, Photography, Broadcast, Broadcast Journalism, Videography, Journalism, Video Production, Editing, Video Editing, Final Cut Pro, Breaking News, Non-linear Editing, Avid, Radio, ENPS, Producing
Education
Xavier University 2010 — 2012
Business
Ohio University 1981 — 1986
BS, telecommunications
Rukmaiah Bommakanti's UBS Experience May 2007 - March 2008
Job IT Consultant at ETS
Industry Computer Software
Experience
ETS December 2012 - Present
EZ2 Technologies May 2004 - Present
Equinox December 2011 - December 2012
ETS October 2009 - November 2011
Andesa Services, Inc. January 2009 - October 2009
Goldman Sachs Asset Management April 2008 - December 2008
UBS May 2007 - March 2008
JP Morgan Chase October 2005 - April 2007
Lehman Brothers June 2005 - October 2005
ETS September 2004 - June 2005
Education
Osmania University 1993 — 1997
B.E, Technology
ETS December 2012 - Present
EZ2 Technologies May 2004 - Present
Equinox December 2011 - December 2012
ETS October 2009 - November 2011
Andesa Services, Inc. January 2009 - October 2009
Goldman Sachs Asset Management April 2008 - December 2008
UBS May 2007 - March 2008
JP Morgan Chase October 2005 - April 2007
Lehman Brothers June 2005 - October 2005
ETS September 2004 - June 2005
Education
Osmania University 1993 — 1997
B.E, Technology
Pavan Haridas's UBS Experience May 2015 - August 2015
Job WebSphere Level2 Support
Industry Internet
Experience
SAS September 2015 - Present
UBS May 2015 - August 2015
IBM March 2005 - April 2015
UBS 2015 - 2015
UBS 2015 - 2015
IBM WebSphere Application Server May 2001 - March 2005
WebSphere Application Server Level3 Support March 2000 - January 2001
Skills
Java Enterprise Edition, Oracle, Java, XML, WebSphere, Web Services, SQL, Linux, Tomcat, Databases, SDLC, Eclipse, Ant, Solaris, Testing, JUnit, REST, JSP, SOAP, JavaScript
Education
Osmania University 1995 — 1998
MCA, Computer science
Osmania University 1994 — 1998
Master's degree, Computer Science
Osmania University 1990 — 1993
Bachler's in Computer Scienc, Computer Science
SAS September 2015 - Present
UBS May 2015 - August 2015
IBM March 2005 - April 2015
UBS 2015 - 2015
UBS 2015 - 2015
IBM WebSphere Application Server May 2001 - March 2005
WebSphere Application Server Level3 Support March 2000 - January 2001
Skills
Java Enterprise Edition, Oracle, Java, XML, WebSphere, Web Services, SQL, Linux, Tomcat, Databases, SDLC, Eclipse, Ant, Solaris, Testing, JUnit, REST, JSP, SOAP, JavaScript
Education
Osmania University 1995 — 1998
MCA, Computer science
Osmania University 1994 — 1998
Master's degree, Computer Science
Osmania University 1990 — 1993
Bachler's in Computer Scienc, Computer Science
Christopher Pozzi's UBS Experience May 2015 - Present
Job Business Analyst at UBS Investment Bank
Industry Banking
Experience
UBS May 2015 - Present
UBS Investment Bank April 2011 - May 2015
EMC July 2010 - December 2010
UBS Investment Bank October 2007 - December 2008
GlobeOp Financial Services June 2006 - October 2007
KPMG US May 2003 - August 2003
KPMG US May 2001 - August 2001
Skills
Derivatives, Hedge Funds, Equities, Middle Office, Investment Banking, Microsoft Excel, Six Sigma, Process Improvement, Bloomberg, Fixed Income, Securities, Project Management, Microsoft Office, Teamwork, Swaps, Trading Systems, Visual Basic, Macro, Business Process..., Team Building, Procedure Manuals, Business Process..., Reporting & Analysis, Offshoring, Business Process..., Equity Derivatives, Risk Management
Education
Pace University 2000 — 2004
Bachelor's degree, Finance, General
Pace University - Lubin School of Business 2000 — 2004
Bachelor's degree, Accounting and Finance
UBS May 2015 - Present
UBS Investment Bank April 2011 - May 2015
EMC July 2010 - December 2010
UBS Investment Bank October 2007 - December 2008
GlobeOp Financial Services June 2006 - October 2007
KPMG US May 2003 - August 2003
KPMG US May 2001 - August 2001
Skills
Derivatives, Hedge Funds, Equities, Middle Office, Investment Banking, Microsoft Excel, Six Sigma, Process Improvement, Bloomberg, Fixed Income, Securities, Project Management, Microsoft Office, Teamwork, Swaps, Trading Systems, Visual Basic, Macro, Business Process..., Team Building, Procedure Manuals, Business Process..., Reporting & Analysis, Offshoring, Business Process..., Equity Derivatives, Risk Management
Education
Pace University 2000 — 2004
Bachelor's degree, Finance, General
Pace University - Lubin School of Business 2000 — 2004
Bachelor's degree, Accounting and Finance
Krishna Padmini ,PMP's UBS Experience March 2006 - May 2007
Job Vice President at Barclays
Industry Information Technology and Services
Experience
Barclays March 2014 - Present
Barclays Capital September 2008 - February 2014
Lehman Brothers May 2007 - September 2008
UBS March 2006 - May 2007
Infosys Technologies Ltd June 2003 - June 2005
Satyam Computer services Limited January 2000 - June 2003
Education
Osmania University 1996 — 1999
Master of Computer Applications (M.C.A.)
Barclays March 2014 - Present
Barclays Capital September 2008 - February 2014
Lehman Brothers May 2007 - September 2008
UBS March 2006 - May 2007
Infosys Technologies Ltd June 2003 - June 2005
Satyam Computer services Limited January 2000 - June 2003
Education
Osmania University 1996 — 1999
Master of Computer Applications (M.C.A.)
Ashwini Parvatikar's UBS Experience September 2007 - July 2009
Job Assistant Vice President at Citi
Industry Information Technology and Services
Experience
Citi August 2013 - Present
Citi August 2009 - July 2013
UBS September 2007 - July 2009
Merrill Lynch November 2006 - May 2007
Tata Consultancy Services April 2004 - March 2006
Skills
Microsoft SQL Server, SQL, Business Analysis, Agile Methodologies, Business Intelligence, PL/SQL, Oracle, Software Project..., SDLC, Requirements Analysis, Business Objects, ETL, XML, Data Warehousing, Databases, Business Process
Education
Oracle Certified (OCA)
Osmania University
Masters in computers, Computer applications
Citi August 2013 - Present
Citi August 2009 - July 2013
UBS September 2007 - July 2009
Merrill Lynch November 2006 - May 2007
Tata Consultancy Services April 2004 - March 2006
Skills
Microsoft SQL Server, SQL, Business Analysis, Agile Methodologies, Business Intelligence, PL/SQL, Oracle, Software Project..., SDLC, Requirements Analysis, Business Objects, ETL, XML, Data Warehousing, Databases, Business Process
Education
Oracle Certified (OCA)
Osmania University
Masters in computers, Computer applications
Mandar Patankar's UBS Experience July 2007 - December 2009
Job Associate Director ( Risk and Margin IT) at UBS Investment Bank
Industry Computer Software
Experience
UBS Investment Bank October 2013 - Present
UBS London December 2009 - September 2013
UBS Investment Bank July 2007 - December 2009
UBS July 2007 - December 2009
Hudson Capital Group May 2004 - June 2007
Skills
Derivatives, Equity Derivatives, Market Risk, Options, Equities, Fixed Income, Investment Banking, Trading Systems, Quantitative Finance, Capital Markets, Hedge Funds, Electronic Trading, Portfolio Management, Market Data, Risk Management, Prime Brokerage, Business Analysis, SQL, Financial Risk, Trading, Software Project..., SDLC, Bloomberg, Oracle, Financial Markets, Requirements Analysis
Education
Pace University 2002 — 2004
MS, Computer science
UBS Investment Bank October 2013 - Present
UBS London December 2009 - September 2013
UBS Investment Bank July 2007 - December 2009
UBS July 2007 - December 2009
Hudson Capital Group May 2004 - June 2007
Skills
Derivatives, Equity Derivatives, Market Risk, Options, Equities, Fixed Income, Investment Banking, Trading Systems, Quantitative Finance, Capital Markets, Hedge Funds, Electronic Trading, Portfolio Management, Market Data, Risk Management, Prime Brokerage, Business Analysis, SQL, Financial Risk, Trading, Software Project..., SDLC, Bloomberg, Oracle, Financial Markets, Requirements Analysis
Education
Pace University 2002 — 2004
MS, Computer science
Steve Fluge's UBS Experience January 2006 - March 2008
Job Vice President Oracle Engineering Team at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2008 - Present
UBS January 2006 - March 2008
Intel June 2003 - January 2006
Intel April 1993 - June 2003
Skills
Oracle RAC, High Availability, Storage, SAN, Cloud Computing, Enterprise Software, Virtualization, Linux, Databases, NAS, RMAN, SPARC, Streams, Red Hat Linux, GoldenGate, Enterprise Architecture, Oracle, Golden Gate, Oracle Exadata, Oracle Virtual Machine, Oracle Enterprise Linux, Solaris, Disaster Recovery, Cluster, SDLC, Python, JSON, REST API
Education
Oregon Institute of Technology
BS, CSET
Bank of America Merrill Lynch March 2008 - Present
UBS January 2006 - March 2008
Intel June 2003 - January 2006
Intel April 1993 - June 2003
Skills
Oracle RAC, High Availability, Storage, SAN, Cloud Computing, Enterprise Software, Virtualization, Linux, Databases, NAS, RMAN, SPARC, Streams, Red Hat Linux, GoldenGate, Enterprise Architecture, Oracle, Golden Gate, Oracle Exadata, Oracle Virtual Machine, Oracle Enterprise Linux, Solaris, Disaster Recovery, Cluster, SDLC, Python, JSON, REST API
Education
Oregon Institute of Technology
BS, CSET
Christopher Monello, CFA's UBS Experience December 2005 - June 2006
Job Corporate Finance Advisory at J.P. Morgan
Industry Financial Services
Srinivas Thurumella's UBS Experience October 2004 - April 2008
Job Associate at Morgan Stanley MarketRisk
Industry Information Technology and Services
Experience
Morgan Stanley June 2011 - Present
Priceline.com May 2008 - June 2011
UBS October 2004 - April 2008
Citigroup July 2003 - August 2004
Skills
Java, SDLC, Databases, SQL, Unix, Requirements Analysis, Tomcat, Spring Framework, Software Development, Agile Methodologies, XML, SOA, JavaScript, Linux, Java Enterprise Edition, JSP, PL/SQL, Perl, Shell Scripting
Education
West Virginia University 2000 — 2003
MS, Software Engineering
Osmania University 1996 — 2000
BS, Electronics and Communications Engineering
Morgan Stanley June 2011 - Present
Priceline.com May 2008 - June 2011
UBS October 2004 - April 2008
Citigroup July 2003 - August 2004
Skills
Java, SDLC, Databases, SQL, Unix, Requirements Analysis, Tomcat, Spring Framework, Software Development, Agile Methodologies, XML, SOA, JavaScript, Linux, Java Enterprise Edition, JSP, PL/SQL, Perl, Shell Scripting
Education
West Virginia University 2000 — 2003
MS, Software Engineering
Osmania University 1996 — 2000
BS, Electronics and Communications Engineering
LaSonya Allen's UBS Experience 2001 - 2003
Job Senior Systems Analyst
Industry Information Technology and Services
Experience
IT Coalition 2013 - Present
Unisys April 2008 - June 2013
CACI International Inc 2004 - 2007
UBS 2001 - 2003
Skills
Enterprise Architecture, Program Management, Architecture, Requirements Gathering, Project Management, SOA, Oracle PL/SQL..., ITIL, CMMI, Full SDLC, Microsoft Office, Access Database, SAS programming, COBOL, Configuration Management, Project Delivery
Education
Old Dominion University 2004 — 2007
Master of Business Administration (MBA), Information Technology
Old Dominion University 1997 — 2001
BSBA, Information Technology
IT Coalition 2013 - Present
Unisys April 2008 - June 2013
CACI International Inc 2004 - 2007
UBS 2001 - 2003
Skills
Enterprise Architecture, Program Management, Architecture, Requirements Gathering, Project Management, SOA, Oracle PL/SQL..., ITIL, CMMI, Full SDLC, Microsoft Office, Access Database, SAS programming, COBOL, Configuration Management, Project Delivery
Education
Old Dominion University 2004 — 2007
Master of Business Administration (MBA), Information Technology
Old Dominion University 1997 — 2001
BSBA, Information Technology
Sendhil Revuluri's UBS Experience 1994 - 2002
Job Mathematics Educator
Industry Education Management
Experience
University of Illinois at Chicago September 2010 - Present
Bright Promises Foundation March 2013 - Present
IMSA Alumni Association August 2014 - Present
Payton Citywide Math Circle 2011 - Present
University of Illinois at Chicago October 2009 - September 2010
Chicago Public Schools August 2008 - October 2009
Bronx Academy of Letters 2003 - 2008
UBS 1994 - 2002
Skills
Curriculum Design, Curriculum Development, Staff Development, Mathematics Education, Teaching, Educational Leadership, Educational Technology, Instructional Design, Higher Education, Public Speaking, Tutoring, Program Development, Classroom, Distance Learning, Adult Education, E-Learning, Coaching, K-12, Science, Educational Research, Instructional Technology, Science Education, Algebra, Educational Assessment, Calculus, Equity Derivatives, Instructional Coaching, Geometry, Leading Organizational...
Education
Pace University 2003 — 2005
MST, Secondary Education
The University of Chicago 1990 — 1994
AB/SB, Physics/Mathematics
Illinois Math and Science Academy 1987 — 1990
High School
University of Illinois at Chicago September 2010 - Present
Bright Promises Foundation March 2013 - Present
IMSA Alumni Association August 2014 - Present
Payton Citywide Math Circle 2011 - Present
University of Illinois at Chicago October 2009 - September 2010
Chicago Public Schools August 2008 - October 2009
Bronx Academy of Letters 2003 - 2008
UBS 1994 - 2002
Skills
Curriculum Design, Curriculum Development, Staff Development, Mathematics Education, Teaching, Educational Leadership, Educational Technology, Instructional Design, Higher Education, Public Speaking, Tutoring, Program Development, Classroom, Distance Learning, Adult Education, E-Learning, Coaching, K-12, Science, Educational Research, Instructional Technology, Science Education, Algebra, Educational Assessment, Calculus, Equity Derivatives, Instructional Coaching, Geometry, Leading Organizational...
Education
Pace University 2003 — 2005
MST, Secondary Education
The University of Chicago 1990 — 1994
AB/SB, Physics/Mathematics
Illinois Math and Science Academy 1987 — 1990
High School
Sarah Zeiger's UBS Experience 2001 - 2002
Job Senior HR Generalist at Control Group
Industry Financial Services
Experience
Intersection Co. August 2015 - Present
SSZ Consulting January 2015 - Present
Geller & Company August 2014 - January 2015
AllianceBernstein 2014 - 2014
BNP Paribas 2008 - 2013
Nomura 2007 - 2007
Citigroup 2005 - 2006
Deutsche Bank 2003 - 2005
UBS 2001 - 2002
L'Oréal 1999 - 2001
Skills
Talent Management, Talent Acquisition, Employee Relations, Succession Planning, Performance Management, Employee Engagement, Recruiting, Human Resources, Organizational Design, Personnel Management
Education
eCornell 2013 — 2013
Advanced Certificate in Strategic HR Management, Human Resources
Ohio Wesleyan University
BA, French
Intersection Co. August 2015 - Present
SSZ Consulting January 2015 - Present
Geller & Company August 2014 - January 2015
AllianceBernstein 2014 - 2014
BNP Paribas 2008 - 2013
Nomura 2007 - 2007
Citigroup 2005 - 2006
Deutsche Bank 2003 - 2005
UBS 2001 - 2002
L'Oréal 1999 - 2001
Skills
Talent Management, Talent Acquisition, Employee Relations, Succession Planning, Performance Management, Employee Engagement, Recruiting, Human Resources, Organizational Design, Personnel Management
Education
eCornell 2013 — 2013
Advanced Certificate in Strategic HR Management, Human Resources
Ohio Wesleyan University
BA, French
Carolyn Loverro's UBS Experience October 2005 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS October 2005 - Present
Principia Partners April 2001 - October 2005
ICOR Brokerage Inc. April 2000 - January 2001
Infinity, A Sungard Company December 1995 - April 2000
Consultant December 1992 - November 1995
DKB Financial Products November 1991 - November 1992
Security Pacific National Bank May 1986 - October 1991
Skills
Credit Risk, Business Analysis, Project Management, Electronic Trading, Credit Derivatives, Vendor Management, Capital Markets, New Business Development, Fixed Income, FX Options, Strategic Planning, Change Management, Business Planning, Derivatives, Asset Managment, Budgets, Back Office, Trading Systems, Cross-functional Team..., Product Management, Program Management, Trading, Equities, Start-ups, Interest Rate..., Investment Banking, Portfolio Management, Risk Management, Business Intelligence, Market Data, Process Improvement, Business Development, Management, Product Development
Education
Pace University 1983 — 1987
Business, Marketing
UBS October 2005 - Present
Principia Partners April 2001 - October 2005
ICOR Brokerage Inc. April 2000 - January 2001
Infinity, A Sungard Company December 1995 - April 2000
Consultant December 1992 - November 1995
DKB Financial Products November 1991 - November 1992
Security Pacific National Bank May 1986 - October 1991
Skills
Credit Risk, Business Analysis, Project Management, Electronic Trading, Credit Derivatives, Vendor Management, Capital Markets, New Business Development, Fixed Income, FX Options, Strategic Planning, Change Management, Business Planning, Derivatives, Asset Managment, Budgets, Back Office, Trading Systems, Cross-functional Team..., Product Management, Program Management, Trading, Equities, Start-ups, Interest Rate..., Investment Banking, Portfolio Management, Risk Management, Business Intelligence, Market Data, Process Improvement, Business Development, Management, Product Development
Education
Pace University 1983 — 1987
Business, Marketing
Bill Masella's UBS Experience 1987 - November 2012
Job Vice President, Sourcing Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2014 - Present
Alsbridge Consulting 2013-Present February 2013 - Present
UBS 1987 - November 2012
Skills
Vendor Management, Risk Management, IT Operations, Financial Services, Business Analysis, IT Strategy, Change Management, Project Management, Business Strategy, Due Diligence, Process Improvement, Strategic Financial..., Financial Analysis, Management Consulting, Banking, Outsourcing, Strategic Planning, Financial Risk, Contract Negotiation, New Business Development, Program Management, Management, Governance, Sourcing, Security, Telecommunications, Business Process..., Mergers & Acquisitions, Strategy, Project Portfolio..., Business Transformation, PMO, Executive Management
Education
Pace University
Master of Science (MS), Labor and Industrial Relations
Seton Hall University
Bachelor of Science (BS), Business Administration and Management, General
BNY Mellon December 2014 - Present
Alsbridge Consulting 2013-Present February 2013 - Present
UBS 1987 - November 2012
Skills
Vendor Management, Risk Management, IT Operations, Financial Services, Business Analysis, IT Strategy, Change Management, Project Management, Business Strategy, Due Diligence, Process Improvement, Strategic Financial..., Financial Analysis, Management Consulting, Banking, Outsourcing, Strategic Planning, Financial Risk, Contract Negotiation, New Business Development, Program Management, Management, Governance, Sourcing, Security, Telecommunications, Business Process..., Mergers & Acquisitions, Strategy, Project Portfolio..., Business Transformation, PMO, Executive Management
Education
Pace University
Master of Science (MS), Labor and Industrial Relations
Seton Hall University
Bachelor of Science (BS), Business Administration and Management, General
Georgina Sandler's UBS Experience January 1996 - August 1999
Job Financial Representative
Industry Insurance
Experience
Steve Sandler Appraisals LLC June 2008 - Present
Northwestern Mutual Financial Network April 2013 - October 2014
ING September 1999 - May 2008
UBS January 1996 - August 1999
Dai-Ichi Kangyo Bank June 1989 - December 1995
Bank Bumiputra Malaysia Berhad January 1986 - May 1989
Education
Pace University 1983 — 1986
MBA, Finance & Information Systems
University of the Philippines 1976 — 1979
BS, Business Economics
Steve Sandler Appraisals LLC June 2008 - Present
Northwestern Mutual Financial Network April 2013 - October 2014
ING September 1999 - May 2008
UBS January 1996 - August 1999
Dai-Ichi Kangyo Bank June 1989 - December 1995
Bank Bumiputra Malaysia Berhad January 1986 - May 1989
Education
Pace University 1983 — 1986
MBA, Finance & Information Systems
University of the Philippines 1976 — 1979
BS, Business Economics
Hemant Bhuskute's UBS Experience January 2010 - May 2012
Job Managing Director at AIG
Industry Financial Services
Experience
AIG May 2012 - Present
UBS January 2010 - May 2012
UBS April 2006 - January 2010
Morgan Stanley 1996 - 2006
Skills
Prime Brokerage, Hedge Funds, Equity Derivatives, Credit Derivatives, Equities, Reference Data, Derivatives, Options, Investment Banking, Alternative Investments, Market Risk, Risk Management, Equity Swaps, Collateral Management, Program Management, Swaps, Trading Systems, Fixed Income
Education
Oklahoma State University 1987 — 1992
Ph.D., Industrial & Systems Engineering
AIG May 2012 - Present
UBS January 2010 - May 2012
UBS April 2006 - January 2010
Morgan Stanley 1996 - 2006
Skills
Prime Brokerage, Hedge Funds, Equity Derivatives, Credit Derivatives, Equities, Reference Data, Derivatives, Options, Investment Banking, Alternative Investments, Market Risk, Risk Management, Equity Swaps, Collateral Management, Program Management, Swaps, Trading Systems, Fixed Income
Education
Oklahoma State University 1987 — 1992
Ph.D., Industrial & Systems Engineering
Vlad Goncharuk's UBS Experience March 2003 - December 2006
Job Director, Info Mgmt at EmblemHealth
Industry Information Technology and Services
Experience
EmblemHealth May 2013 - Present
EmblemHealth November 2011 - April 2013
Morgan Stanley March 2011 - November 2011
Bank of America June 2010 - March 2011
JPMorgan December 2006 - June 2010
UBS March 2003 - December 2006
SIAC February 2002 - January 2003
Merrill Lynch August 1997 - January 2002
Lehman Brothers February 1997 - August 1997
Bear Stearns June 1996 - February 1997
Skills
Software Project..., Systems Analysis, Business Analysis, Data Warehousing, Strategic IT Management, Vendor Relationship..., Requirements Analysis, Team Building, Requirements Gathering, SDLC, Consulting, Data Modeling, ETL, Databases, SQL, DB2, COBOL, Mainframe, Oracle, Visio, Microsoft SQL Server
Education
Odessa State Polytechnic University 1986 — 1992
MS, Robotics
EmblemHealth May 2013 - Present
EmblemHealth November 2011 - April 2013
Morgan Stanley March 2011 - November 2011
Bank of America June 2010 - March 2011
JPMorgan December 2006 - June 2010
UBS March 2003 - December 2006
SIAC February 2002 - January 2003
Merrill Lynch August 1997 - January 2002
Lehman Brothers February 1997 - August 1997
Bear Stearns June 1996 - February 1997
Skills
Software Project..., Systems Analysis, Business Analysis, Data Warehousing, Strategic IT Management, Vendor Relationship..., Requirements Analysis, Team Building, Requirements Gathering, SDLC, Consulting, Data Modeling, ETL, Databases, SQL, DB2, COBOL, Mainframe, Oracle, Visio, Microsoft SQL Server
Education
Odessa State Polytechnic University 1986 — 1992
MS, Robotics
Salma Sultana's UBS Experience January 2009 - August 2009
Job IT recruiterUS
Industry Information Technology and Services
Experience
Confidential January 2010 - June 2013
UBS January 2009 - August 2009
Virtusa June 2007 - January 2008
Ryan business services July 2004 - August 2006
Skills
Recruiting, Talent Acquisition
Education
Osmania University 2005 — 2007
MBA, HR
Confidential January 2010 - June 2013
UBS January 2009 - August 2009
Virtusa June 2007 - January 2008
Ryan business services July 2004 - August 2006
Skills
Recruiting, Talent Acquisition
Education
Osmania University 2005 — 2007
MBA, HR
Edgar S. Bronfen's UBS Experience February 2003 - February 2004
Job Vice President Relationship Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase February 2004 - Present
UBS February 2003 - February 2004
Wachovia Securities March 2001 - February 2003
Morgan Stanley August 2000 - March 2001
Skills
Portfolio Management, Credit, Equities, Banking, Loans, Commercial Banking, Management, Financial Services, Cash Management, Capital Markets, Lines Of Credit, Credit Analysis, Commercial Lending, Small Business Lending, Relationship Management, Credit Risk, Investments, Investment Banking, Wealth Management
Education
Pace University
Finance
JPMorgan Chase February 2004 - Present
UBS February 2003 - February 2004
Wachovia Securities March 2001 - February 2003
Morgan Stanley August 2000 - March 2001
Skills
Portfolio Management, Credit, Equities, Banking, Loans, Commercial Banking, Management, Financial Services, Cash Management, Capital Markets, Lines Of Credit, Credit Analysis, Commercial Lending, Small Business Lending, Relationship Management, Credit Risk, Investments, Investment Banking, Wealth Management
Education
Pace University
Finance
Demetrios Branis's UBS Experience March 2013 - Present
Job Procurement Operations Specialist at Chain IQ Group AG
Industry Financial Services
Experience
Chain IQ Group AG May 2014 - Present
UBS March 2013 - Present
UBS June 2012 - March 2013
UBS February 2011 - June 2012
AllianceBernstein January 2010 - February 2011
AllianceBernstein November 2006 - December 2010
Salisbury Hotel December 1999 - June 2006
Skills
Strategic Sourcing, Procurement, Process Improvement, Vendor Management, Project Management, Contract Negotiation, Business Analysis, Outsourcing, Program Management, Management, Financial Services, Strategy, Contract Management, Risk Management, Operations Management, Stakeholder Management, Six Sigma, Business Process..., Team Leadership, Management Consulting, Leadership, Budgets, Cross-functional Team..., Supply Management, Change Management
Education
Pace University 1996 — 2000
BBA, Business Management
Chain IQ Group AG May 2014 - Present
UBS March 2013 - Present
UBS June 2012 - March 2013
UBS February 2011 - June 2012
AllianceBernstein January 2010 - February 2011
AllianceBernstein November 2006 - December 2010
Salisbury Hotel December 1999 - June 2006
Skills
Strategic Sourcing, Procurement, Process Improvement, Vendor Management, Project Management, Contract Negotiation, Business Analysis, Outsourcing, Program Management, Management, Financial Services, Strategy, Contract Management, Risk Management, Operations Management, Stakeholder Management, Six Sigma, Business Process..., Team Leadership, Management Consulting, Leadership, Budgets, Cross-functional Team..., Supply Management, Change Management
Education
Pace University 1996 — 2000
BBA, Business Management
Aparna Misra's UBS Experience May 2010 - February 2013
Job Business Manager / Program Manager at UBS Global Asset Management
Industry Information Technology and Services
Experience
UBS Global Asset Management March 2013 - Present
UBS May 2010 - February 2013
UBS April 2006 - May 2010
ADP Dealer Services December 2003 - February 2006
HSBC February 2002 - December 2003
Skills
IT Cost Optimization, Offshoring and..., Process Efficiency, Program Management, Business Analysis, Strategic Planning, Account Management, Project Management, Vendor Management, ITIL, IT Service Management, Service Delivery, Process Improvement, PMI, Business Development, Incident Management, Team Leadership, Business Strategy, Talent Management, Resource Management, CRM, Business Process, Management, Project Delivery, IT Management, Requirements Analysis, IT Strategy, Product Management, Start-ups, IT Operations, Governance, Information Technology, Requirements Gathering, Risk Management, SDLC, Leadership, PMO, Business Process..., PMP, Recruiting, Training, Networking, Outsourcing
Education
Osmania University
Computers Applications
University of Madras
M.Sc(IT), Information Techonology
UBS Global Asset Management March 2013 - Present
UBS May 2010 - February 2013
UBS April 2006 - May 2010
ADP Dealer Services December 2003 - February 2006
HSBC February 2002 - December 2003
Skills
IT Cost Optimization, Offshoring and..., Process Efficiency, Program Management, Business Analysis, Strategic Planning, Account Management, Project Management, Vendor Management, ITIL, IT Service Management, Service Delivery, Process Improvement, PMI, Business Development, Incident Management, Team Leadership, Business Strategy, Talent Management, Resource Management, CRM, Business Process, Management, Project Delivery, IT Management, Requirements Analysis, IT Strategy, Product Management, Start-ups, IT Operations, Governance, Information Technology, Requirements Gathering, Risk Management, SDLC, Leadership, PMO, Business Process..., PMP, Recruiting, Training, Networking, Outsourcing
Education
Osmania University
Computers Applications
University of Madras
M.Sc(IT), Information Techonology
Adam Byard's UBS Experience January 2009 - September 2009
Job Associate, Internal Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2009 - Present
UBS January 2009 - September 2009
Ameriprise Financial Services, Inc. October 2007 - February 2009
Skills
Series 7, Series 63, Mutual Funds, Financial Analysis, Series 6, Fund Services
Education
Ohio University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan Asset Management September 2009 - Present
UBS January 2009 - September 2009
Ameriprise Financial Services, Inc. October 2007 - February 2009
Skills
Series 7, Series 63, Mutual Funds, Financial Analysis, Series 6, Fund Services
Education
Ohio University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Anoop Srikar's UBS Experience August 2007 - May 2010
Job Lead Technical Consultant at Perficient
Industry Computer Software
Experience
Perficient January 2014 - Present
TSYS May 2010 - December 2013
UBS August 2007 - May 2010
ValueMomentum July 2006 - May 2010
GEICO January 2007 - August 2007
PMIC July 2006 - December 2006
Sprint February 2006 - July 2006
Vibe Solutions Group September 2005 - November 2005
Maritz May 2005 - August 2005
Sprint October 2003 - April 2005
Skills
SOA, SDLC, Java, Software Project..., Enterprise Architecture, Websphere, Agile Methodologies, Solution Architecture, Requirements Analysis, Integration, Java Enterprise Edition, DB2, Management, Adobe CQ, Apache Sling, OSGi, Content Management, Hadoop, Hive, Apache Pig, Cassandra, MongoDB, Mahout, HBase, CQ
Education
Osmania University 1998 — 2001
MCA, Conputer Applications
Perficient January 2014 - Present
TSYS May 2010 - December 2013
UBS August 2007 - May 2010
ValueMomentum July 2006 - May 2010
GEICO January 2007 - August 2007
PMIC July 2006 - December 2006
Sprint February 2006 - July 2006
Vibe Solutions Group September 2005 - November 2005
Maritz May 2005 - August 2005
Sprint October 2003 - April 2005
Skills
SOA, SDLC, Java, Software Project..., Enterprise Architecture, Websphere, Agile Methodologies, Solution Architecture, Requirements Analysis, Integration, Java Enterprise Edition, DB2, Management, Adobe CQ, Apache Sling, OSGi, Content Management, Hadoop, Hive, Apache Pig, Cassandra, MongoDB, Mahout, HBase, CQ
Education
Osmania University 1998 — 2001
MCA, Conputer Applications
Ramana Danam's UBS Experience May 2003 - April 2011
Job Storage Admin at RBS
Industry Financial Services
Experience
RBS Greenwich Capital April 2011 - Present
UBS May 2003 - April 2011
Neartek 2002 - 2003
JPMorgan Chase 2000 - 2001
Skills
Disaster Recovery, Solaris, NetApp, Data Center, Symmetrix, Business Continuity, Clariion, Storage Area Networks, Replication, NAS, Storage, Unix, SAN, Brocade, ITIL, Netbackup, Active Directory
Education
Osmania University 1998 — 1999
MISCA, PG - Management Information Systems and Computer Applications
Osmania University 1992 — 1995
Bachelor of Computer Science(BSCS), Computers
RBS Greenwich Capital April 2011 - Present
UBS May 2003 - April 2011
Neartek 2002 - 2003
JPMorgan Chase 2000 - 2001
Skills
Disaster Recovery, Solaris, NetApp, Data Center, Symmetrix, Business Continuity, Clariion, Storage Area Networks, Replication, NAS, Storage, Unix, SAN, Brocade, ITIL, Netbackup, Active Directory
Education
Osmania University 1998 — 1999
MISCA, PG - Management Information Systems and Computer Applications
Osmania University 1992 — 1995
Bachelor of Computer Science(BSCS), Computers
Matthew Patrick's UBS Experience June 2007 - October 2009
Job Assistant Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities October 2009 - Present
UBS June 2007 - October 2009
Skills
Alternative Investments, Securities, Asset Allocation, Investments, Mutual Funds, Equities, FINRA, Fixed Income, Bloomberg, Asset Management, Investment Advisory, Series 24, Investment Strategies, Wealth Management, Uniform Combined State...
Education
Ohio Wesleyan University
Realty Capital Securities October 2009 - Present
UBS June 2007 - October 2009
Skills
Alternative Investments, Securities, Asset Allocation, Investments, Mutual Funds, Equities, FINRA, Fixed Income, Bloomberg, Asset Management, Investment Advisory, Series 24, Investment Strategies, Wealth Management, Uniform Combined State...
Education
Ohio Wesleyan University
Paul Tarantino's UBS Experience May 1998 - October 2002
Job V.P. Business Development Officer at Canandaigua National Trust Company
Industry Investment Management
Experience
Canandaigua National Trust Company October 2012 - Present
Northwestern Mutual February 2011 - October 2012
Fly Boys February 2003 - January 2011
Ram Trading LLC December 2004 - September 2009
UBS May 1998 - October 2002
Skills
Series 7, Series 66, 215 Life, Health &..., Event Management, Marketing Strategy, Strategic Planning, Public Speaking, Sales, Business Development, Investment Management, Investments, Strategic Financial..., Investment Advisory
Education
Oregon State University 1990 — 1993
BS Multimedia Communications, Communications
Robert Louis Stevenson 1985 — 1989
Canandaigua National Trust Company October 2012 - Present
Northwestern Mutual February 2011 - October 2012
Fly Boys February 2003 - January 2011
Ram Trading LLC December 2004 - September 2009
UBS May 1998 - October 2002
Skills
Series 7, Series 66, 215 Life, Health &..., Event Management, Marketing Strategy, Strategic Planning, Public Speaking, Sales, Business Development, Investment Management, Investments, Strategic Financial..., Investment Advisory
Education
Oregon State University 1990 — 1993
BS Multimedia Communications, Communications
Robert Louis Stevenson 1985 — 1989
Florian Jaze's UBS Experience October 2007 - September 2010
Job AVP
Industry Financial Services
Experience
South Street Securities LLC July 2014 - Present
BNY Mellon July 2012 - June 2014
Mirae Asset Global Investments (USA) LLC September 2010 - October 2011
UBS October 2007 - September 2010
Northern Funding March 2006 - October 2007
Skills
Account Reconciliation, Variance Analysis, Mutual Funds, Hedge Funds, Financial Statements, Equities, Fund Of Funds, Fund Accounting, Accounts Payable, Bloomberg, Bank Reconciliation, Balance, Asset Managment, Bloomberg Terminal, Bonds, Settlement, General Ledger, Fixed Income, Financial Accounting, Asset Allocation, FINRA, Capital Markets, Journal Entries, Series 7
Education
Pace University 2005 — 2007
BA, General Accounting
Pace University, Lubin School of BusinessNew
Bachelor of Business Administration, General Accounting
South Street Securities LLC July 2014 - Present
BNY Mellon July 2012 - June 2014
Mirae Asset Global Investments (USA) LLC September 2010 - October 2011
UBS October 2007 - September 2010
Northern Funding March 2006 - October 2007
Skills
Account Reconciliation, Variance Analysis, Mutual Funds, Hedge Funds, Financial Statements, Equities, Fund Of Funds, Fund Accounting, Accounts Payable, Bloomberg, Bank Reconciliation, Balance, Asset Managment, Bloomberg Terminal, Bonds, Settlement, General Ledger, Fixed Income, Financial Accounting, Asset Allocation, FINRA, Capital Markets, Journal Entries, Series 7
Education
Pace University 2005 — 2007
BA, General Accounting
Pace University, Lubin School of BusinessNew
Bachelor of Business Administration, General Accounting
Craig Barnett CPA's UBS Experience October 1996 - Present
Job Senior Compensation Analyst/Accountant at UBS
Industry Financial Services
Experience
Canadian imperial bank of commerce January 2014 - Present
UBS October 1996 - Present
UBS October 1996 - Present
PKF O'Connor Davies January 1993 - January 1996
Skills
Financial Reporting, Financial Analysis, Accounting, Strategic Financial..., Account Reconciliation, Cash Management, Financial Modeling, Sarbanes-Oxley Act, Internal Controls, Financial Statements, Financial Accounting, Financial Planning, Human Resources, Auditing, Management, Payroll, Risk Management
Education
Pace University 1988 — 1992
Bachelor of Business Administration in AccountingBA, Accounting
Canadian imperial bank of commerce January 2014 - Present
UBS October 1996 - Present
UBS October 1996 - Present
PKF O'Connor Davies January 1993 - January 1996
Skills
Financial Reporting, Financial Analysis, Accounting, Strategic Financial..., Account Reconciliation, Cash Management, Financial Modeling, Sarbanes-Oxley Act, Internal Controls, Financial Statements, Financial Accounting, Financial Planning, Human Resources, Auditing, Management, Payroll, Risk Management
Education
Pace University 1988 — 1992
Bachelor of Business Administration in AccountingBA, Accounting
Jim McCandless's UBS Experience March 2010 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS March 2010 - Present
UBS Global Asset Management 1996 - Present
Skills
Strategic Planning, Financial Analysis, Portfolio Management, Asset Management, Alternative Investments, Investments, Private Equity, Due Diligence, Valuation
Education
Oklahoma State University 1964 — 1968
BS, Animal Science
Punahou School 1961 — 1964
Animal Science/Business
UBS March 2010 - Present
UBS Global Asset Management 1996 - Present
Skills
Strategic Planning, Financial Analysis, Portfolio Management, Asset Management, Alternative Investments, Investments, Private Equity, Due Diligence, Valuation
Education
Oklahoma State University 1964 — 1968
BS, Animal Science
Punahou School 1961 — 1964
Animal Science/Business
Arnold Yu's UBS Experience September 2008 - December 2008
Job Investment Banking Associate at Citi
Industry Investment Banking
Experience
Citi July 2015 - Present
Credit Suisse July 2015 - July 2015
Credit Suisse January 2013 - June 2015
Moody's Investors Service July 2011 - January 2013
J.P. Morgan June 2010 - July 2011
UBS September 2008 - December 2008
Education
Pace University 2007 — 2011
Citi July 2015 - Present
Credit Suisse July 2015 - July 2015
Credit Suisse January 2013 - June 2015
Moody's Investors Service July 2011 - January 2013
J.P. Morgan June 2010 - July 2011
UBS September 2008 - December 2008
Education
Pace University 2007 — 2011
Steve Feuer's UBS Experience June 1989 - Present
Job Senior Vice President Investments at UBS
Industry Financial Services
Experience
UBS June 1989 - Present
Education
Ohio University 1965 — 1969
BS in Journalism, Communications
UBS June 1989 - Present
Education
Ohio University 1965 — 1969
BS in Journalism, Communications
James Geraghty's UBS Experience June 2010 - August 2010
Job Associate at Berkeley Research Group LLC
Industry Financial Services
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group April 2015 - May 2015
Capstone Advisory Group September 2013 - April 2015
Capstone Advisory Group April 2013 - September 2013
Oppenheimer & Co. September 2012 - April 2013
Joseph Gunnar & Co, LLC October 2011 - March 2012
UBS June 2010 - August 2010
Skills
Valuation, Portfolio Management, Fixed Income, Equity Research, Bloomberg Terminal, Bloomberg, Options
Education
Pace University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group April 2015 - May 2015
Capstone Advisory Group September 2013 - April 2015
Capstone Advisory Group April 2013 - September 2013
Oppenheimer & Co. September 2012 - April 2013
Joseph Gunnar & Co, LLC October 2011 - March 2012
UBS June 2010 - August 2010
Skills
Valuation, Portfolio Management, Fixed Income, Equity Research, Bloomberg Terminal, Bloomberg, Options
Education
Pace University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Christine Gebhardt's UBS Experience May 2013 - October 2013
Job Complex Administrator at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2013 - Present
UBS May 2013 - October 2013
Wells Fargo Advisors, LLC March 2006 - May 2013
Education
Ohio University
Wells Fargo Advisors, LLC October 2013 - Present
UBS May 2013 - October 2013
Wells Fargo Advisors, LLC March 2006 - May 2013
Education
Ohio University
Goverdhan Koyalkar's UBS Experience August 2005 - June 2010
Job UI Developer, JavaScript, AngularJs Engineer at Vertafore
Industry Computer Software
Experience
Vertafore August 2013 - Present
Hitachi Consulting June 2010 - July 2013
UBS August 2005 - June 2010
Cigniti Technologies 2001 - 2002
Skills
HTML 5, JavaScript, JSON, Ext JS, CSS3, jQuery, AJAX, AngularJS, Object Oriented..., ASP.NET MVC, jQuery Mobile, CSS, Jasmine Test Specs, MongoDB, Github, WebSockets, Semantic HTML, Flash ActionScripting, Joomla, WordPress, RESTful WebServices, Backbone.js, Web Applications, User Interface, Mobile Devices, MVC, Test Driven Development, XSLT, REST, Subversion, Ruby on Rails, SOAP, WCF, LINQ, Node.js, CQ5, Knockout.js, JavaScriptMVC, jQuery UI, Git, DHTML, Flex, XHTML, OOP
Education
NewEra High School
Bachelor of Science (B.Sc.), Computer Science
Osmania University
Master of Computer Applications (MCA), Computer Software Engineering
Vertafore August 2013 - Present
Hitachi Consulting June 2010 - July 2013
UBS August 2005 - June 2010
Cigniti Technologies 2001 - 2002
Skills
HTML 5, JavaScript, JSON, Ext JS, CSS3, jQuery, AJAX, AngularJS, Object Oriented..., ASP.NET MVC, jQuery Mobile, CSS, Jasmine Test Specs, MongoDB, Github, WebSockets, Semantic HTML, Flash ActionScripting, Joomla, WordPress, RESTful WebServices, Backbone.js, Web Applications, User Interface, Mobile Devices, MVC, Test Driven Development, XSLT, REST, Subversion, Ruby on Rails, SOAP, WCF, LINQ, Node.js, CQ5, Knockout.js, JavaScriptMVC, jQuery UI, Git, DHTML, Flex, XHTML, OOP
Education
NewEra High School
Bachelor of Science (B.Sc.), Computer Science
Osmania University
Master of Computer Applications (MCA), Computer Software Engineering
Carrie Healy's UBS Experience November 2004 - January 2009
Job Director of Research and Development at Woodbridge World Wide
Industry Staffing and Recruiting
Experience
Woodbridge World Wide September 2015 - Present
UBS November 2004 - January 2009
Fidelity Investments August 1998 - April 2004
Education
Ohio Wesleyan University 1993 — 1997
Bachelor of Arts (B.A.), Economics Management
Woodbridge World Wide September 2015 - Present
UBS November 2004 - January 2009
Fidelity Investments August 1998 - April 2004
Education
Ohio Wesleyan University 1993 — 1997
Bachelor of Arts (B.A.), Economics Management
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.