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
Robert Barletta, MBA Robert Barletta, MBA's UBS Experience 2004 - 2008
Job Shamrock Outdoor LLC
Industry Investment Banking
Experience
Times-Shamrock Outdoor July 2013 - Present
RB Properties LLC April 2011 - Present
Shamrock OutDoor LLC December 2010 - Present
LGS Acquisition Advisors October 2012 - February 2013
2011 MBA Student @ University of Scranton Kania School of Management February 2010 - July 2011
University of Scranton February 2010 - June 2011
Oppenheimer & Co. March 2008 - December 2008
UBS 2004 - 2008
UBS Investment Bank November 2006 - September 2007
UBS Investment Bank June 2004 - November 2006
Skills
Corporate Finance, Investment Banking, Private Equity, Capital Markets, Hedge Funds, Asset Managment, Corporate Development, Accounting, Valuation, Financial Modeling, Equities, LBO, Financial Analysis, Finance, Restructuring, IPO, Trading
Education
University of Scranton 2010 — 2011
MBA (Masters in Business Administration, Dual Concentration: Corporate Finance / Accounting
Penn State University 2001 — 2003
B.S., Business Administration/ Finance, Finance
Times-Shamrock Outdoor July 2013 - Present
RB Properties LLC April 2011 - Present
Shamrock OutDoor LLC December 2010 - Present
LGS Acquisition Advisors October 2012 - February 2013
2011 MBA Student @ University of Scranton Kania School of Management February 2010 - July 2011
University of Scranton February 2010 - June 2011
Oppenheimer & Co. March 2008 - December 2008
UBS 2004 - 2008
UBS Investment Bank November 2006 - September 2007
UBS Investment Bank June 2004 - November 2006
Skills
Corporate Finance, Investment Banking, Private Equity, Capital Markets, Hedge Funds, Asset Managment, Corporate Development, Accounting, Valuation, Financial Modeling, Equities, LBO, Financial Analysis, Finance, Restructuring, IPO, Trading
Education
University of Scranton 2010 — 2011
MBA (Masters in Business Administration, Dual Concentration: Corporate Finance / Accounting
Penn State University 2001 — 2003
B.S., Business Administration/ Finance, Finance
Kathleen Verlin Kathleen Verlin's UBS Experience November 2014 - Present
Job Compliance Officer at UBS
Industry Financial Services
Experience
UBS November 2014 - Present
UBS October 2010 - Present
FrontLine Compliance, LLC January 2010 - September 2010
Boston University School of Law 2010 - 2010
Broker-Dealer June 2008 - December 2009
Morgan Stanley March 2004 - June 2008
NISC TD Waterhouse 2000 - 2002
Bankers Trust 1996 - 1999
NYSE 1980 - 1996
Skills
AML, Internal Audit, Business, Securities, FINRA, SEC, Equities, Financial Services, Securities Regulation, Hedge Funds, Mutual Funds, Due Diligence, Capital Markets, Banking, Series 7
Education
Pace University - Lubin School of Business 1982 — 1986
MBA, Management
Paralegal Certificate & eDiscovery Cerificate
UBS November 2014 - Present
UBS October 2010 - Present
FrontLine Compliance, LLC January 2010 - September 2010
Boston University School of Law 2010 - 2010
Broker-Dealer June 2008 - December 2009
Morgan Stanley March 2004 - June 2008
NISC TD Waterhouse 2000 - 2002
Bankers Trust 1996 - 1999
NYSE 1980 - 1996
Skills
AML, Internal Audit, Business, Securities, FINRA, SEC, Equities, Financial Services, Securities Regulation, Hedge Funds, Mutual Funds, Due Diligence, Capital Markets, Banking, Series 7
Education
Pace University - Lubin School of Business 1982 — 1986
MBA, Management
Paralegal Certificate & eDiscovery Cerificate
Cory Anderson Cory Anderson's UBS Experience November 2013 - March 2014
Job Management Trainee at Enterprise RentACar
Industry International Affairs
Experience
Enterprise Rent-A-Car January 2015 - Present
Rocket Fizz Soda Pop and Candy Shop October 2013 - Present
Target November 2014 - January 2015
T.E.A.M. (Travel, Entertainment and Marketing) December 2012 - December 2014
Raymond James Financial Inc. April 2014 - June 2014
UBS November 2013 - March 2014
Linear Corporation May 2013 - August 2013
Northwestern Mutual January 2013 - May 2013
The Drake Center for Veterinary Care May 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Finance, Microsoft Word, Public Speaking, Leadership, Teamwork, Securities, Facebook, Marketing, Social Networking, Event Planning, Fundraising, Event Management, Social Media, Customer Service, Sales, Social Media Marketing, Time Management
Education
University of Southern California 2012 — 2014
International Relations Global Business, International Relations Global Business
Palomar College 2010 — 2012
General Education, General Studies
Enterprise Rent-A-Car January 2015 - Present
Rocket Fizz Soda Pop and Candy Shop October 2013 - Present
Target November 2014 - January 2015
T.E.A.M. (Travel, Entertainment and Marketing) December 2012 - December 2014
Raymond James Financial Inc. April 2014 - June 2014
UBS November 2013 - March 2014
Linear Corporation May 2013 - August 2013
Northwestern Mutual January 2013 - May 2013
The Drake Center for Veterinary Care May 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Finance, Microsoft Word, Public Speaking, Leadership, Teamwork, Securities, Facebook, Marketing, Social Networking, Event Planning, Fundraising, Event Management, Social Media, Customer Service, Sales, Social Media Marketing, Time Management
Education
University of Southern California 2012 — 2014
International Relations Global Business, International Relations Global Business
Palomar College 2010 — 2012
General Education, General Studies
Spencer Schneider's UBS Experience 2012 - 2012
Job Analyst at Sterling Ridge Capital Management
Industry Financial Services
Experience
Sterling Ridge Capital Management June 2014 - Present
Alternative Assets March 2014 - June 2014
HFP Capital Markets LLC October 2013 - March 2014
Campbell and Company September 2012 - September 2012
Ironwood Global, LLC July 2012 - August 2012
UBS 2012 - 2012
Skills
Microsoft Excel, Investments, Negotiation, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Customer Service, Social Media, Research, Corporate Finance, Valuation, Event Planning, Equities, Market Research
Education
Pace University 2013 — 2017
Under Graduate, Finance & Economics
Portledge High School 2009 — 2013
high school degree
Sterling Ridge Capital Management June 2014 - Present
Alternative Assets March 2014 - June 2014
HFP Capital Markets LLC October 2013 - March 2014
Campbell and Company September 2012 - September 2012
Ironwood Global, LLC July 2012 - August 2012
UBS 2012 - 2012
Skills
Microsoft Excel, Investments, Negotiation, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Customer Service, Social Media, Research, Corporate Finance, Valuation, Event Planning, Equities, Market Research
Education
Pace University 2013 — 2017
Under Graduate, Finance & Economics
Portledge High School 2009 — 2013
high school degree
Chelsea Traver's UBS Experience October 2010 - January 2011
Job Sr. Performance Analyst at BNY Mellon
Industry Financial Services
Experience
Bank of New York Mellon May 2011 - Present
Pacific Lutheran University February 2011 - May 2011
Pacific Lutheran University September 2009 - May 2011
Pacific Lutheran University February 2009 - May 2011
UBS October 2010 - January 2011
Corvallis Chamber Coaltion June 2010 - September 2010
Killik & Co January 2010 - April 2010
Ameriprise Financial Services, Inc. June 2009 - August 2009
Skills
Financial Analysis, Equities, Investments, Data Analysis, Fixed Income, Portfolio Management, Valuation, Asset Managment, Financial Modeling, Analysis, Derivatives, Alternative Investments, Microsoft Excel, Finance, Microsoft Office, Teamwork, Financial Services, Customer Service, Accounting, Asset Allocation
Education
Pacific Lutheran University 2007 — 2011
BA, Business Finance
Bank of New York Mellon May 2011 - Present
Pacific Lutheran University February 2011 - May 2011
Pacific Lutheran University September 2009 - May 2011
Pacific Lutheran University February 2009 - May 2011
UBS October 2010 - January 2011
Corvallis Chamber Coaltion June 2010 - September 2010
Killik & Co January 2010 - April 2010
Ameriprise Financial Services, Inc. June 2009 - August 2009
Skills
Financial Analysis, Equities, Investments, Data Analysis, Fixed Income, Portfolio Management, Valuation, Asset Managment, Financial Modeling, Analysis, Derivatives, Alternative Investments, Microsoft Excel, Finance, Microsoft Office, Teamwork, Financial Services, Customer Service, Accounting, Asset Allocation
Education
Pacific Lutheran University 2007 — 2011
BA, Business Finance
Sheng Feng Sheng Feng's UBS Experience June 2009 - August 2009
Job Software Engineer at Facebook
Industry Internet
Paul Anderson, CFP® Paul Anderson, CFP®'s UBS Experience 2002 - 2005
Job Managing Director & Senior Portfolio Manager with Private Client Reserve of U.S. Bank
Industry Investment Management
Experience
The Private Client Reserve of U.S. Bank 2006 - Present
UBS 2002 - 2005
Wachovia 2000 - 2002
J.C. Bradford 1993 - 2000
Skills
Investments, Asset Allocation, Portfolio Management, Wealth Management, Wealth Management..., Bonds, Fixed Income, Asset Managment, Investment Strategies, Private Banking, Strategic Financial..., Separately Managed..., Investment Management, Certified Financial..., High Net Worth..., Trust Services, Strategic Planning, Relationship Management, Cash Management, Family Office, ETFs, Wealth, Mutual Funds, Risk Management
Education
Penn State University 1983 — 1987
BS, Economics
The Private Client Reserve of U.S. Bank 2006 - Present
UBS 2002 - 2005
Wachovia 2000 - 2002
J.C. Bradford 1993 - 2000
Skills
Investments, Asset Allocation, Portfolio Management, Wealth Management, Wealth Management..., Bonds, Fixed Income, Asset Managment, Investment Strategies, Private Banking, Strategic Financial..., Separately Managed..., Investment Management, Certified Financial..., High Net Worth..., Trust Services, Strategic Planning, Relationship Management, Cash Management, Family Office, ETFs, Wealth, Mutual Funds, Risk Management
Education
Penn State University 1983 — 1987
BS, Economics
James Starnes, CFP® James Starnes, CFP®'s UBS Experience 2010 - June 2014
Job Managing Partner at MetLife Premier Client Group of Houston, an office of MetLife
Industry Financial Services
Experience
MetLife Premier Client Group of Houston June 2014 - Present
UBS 2010 - June 2014
Morgan Stanley Smith Barney 2000 - 2010
Abbott 1996 - 2000
Education
Palm Beach Atlantic University 1997 — 1999
M.B.A.
University of Florida 1989 — 1991
B.S.
MetLife Premier Client Group of Houston June 2014 - Present
UBS 2010 - June 2014
Morgan Stanley Smith Barney 2000 - 2010
Abbott 1996 - 2000
Education
Palm Beach Atlantic University 1997 — 1999
M.B.A.
University of Florida 1989 — 1991
B.S.
Brennan Azevedo's UBS Experience May 2015 - August 2015
Job President of Delta Sigma Pi at Penn State
Industry Financial Services
Experience
UBS May 2015 - August 2015
Sponsors for Educational Opportunity March 2015 - August 2015
Penn State University August 2014 - December 2014
LEAF Commercial Capital, Inc. June 2014 - August 2014
Penn State University January 2014 - June 2014
Skills
Leadership, Time Management, Teamwork, Microsoft Excel, Networking, Customer Service, Data Analysis, Finance, Research, Microsoft Office, Social Media, Public Speaking
Education
Penn State University 2012 — 2016
Bachelor’s Degree, Finance, Dean's List
Council Rock High School South 2008 — 2012
UBS May 2015 - August 2015
Sponsors for Educational Opportunity March 2015 - August 2015
Penn State University August 2014 - December 2014
LEAF Commercial Capital, Inc. June 2014 - August 2014
Penn State University January 2014 - June 2014
Skills
Leadership, Time Management, Teamwork, Microsoft Excel, Networking, Customer Service, Data Analysis, Finance, Research, Microsoft Office, Social Media, Public Speaking
Education
Penn State University 2012 — 2016
Bachelor’s Degree, Finance, Dean's List
Council Rock High School South 2008 — 2012
Leslie Heard Leslie Heard's UBS Experience February 2000 - July 2005
Job Fincl Serv
Industry Financial Services
Experience
WmHeard Construction January 2014 - Present
Hand Made Jewelry May 1990 - Present
Oppenheimer & Co. July 2005 - May 2013
UBS February 2000 - July 2005
Prudential Secs Inc May 1988 - February 2000
Kidder, Peabody & Co Inc. August 1982 - May 1988
Skills
Financial Services, Sales, Asset Allocation, Insurance, Series 7, Series 63
Education
Pasadena City College
Associate of Arts (AA)
University of California, Los Angeles
WmHeard Construction January 2014 - Present
Hand Made Jewelry May 1990 - Present
Oppenheimer & Co. July 2005 - May 2013
UBS February 2000 - July 2005
Prudential Secs Inc May 1988 - February 2000
Kidder, Peabody & Co Inc. August 1982 - May 1988
Skills
Financial Services, Sales, Asset Allocation, Insurance, Series 7, Series 63
Education
Pasadena City College
Associate of Arts (AA)
University of California, Los Angeles
Da-Janae Fabian's UBS Experience April 2014 - January 2015
Job CrossChannel Marketing Administrative Assistant at Experian
Industry Marketing and Advertising
Experience
Experian Marketing Services January 2015 - Present
UBS April 2014 - January 2015
Links of London January 2013 - April 2014
Superdry May 2012 - January 2013
University at Buffalo September 2011 - May 2012
Skills
Customer Service, Microsoft Office, PowerPoint, Retail, Excel, HTML, Sales, Word, Facebook, Microsoft Word, Event Planning, Microsoft Excel, Social Media, Social Media Marketing, Social Networking, Management, Telephone Skills, Coordination, Marketing, Music, Research
Education
Pace University - Lubin School of Business 2010 — 2014
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
University at Buffalo 2011 — 2012
Experian Marketing Services January 2015 - Present
UBS April 2014 - January 2015
Links of London January 2013 - April 2014
Superdry May 2012 - January 2013
University at Buffalo September 2011 - May 2012
Skills
Customer Service, Microsoft Office, PowerPoint, Retail, Excel, HTML, Sales, Word, Facebook, Microsoft Word, Event Planning, Microsoft Excel, Social Media, Social Media Marketing, Social Networking, Management, Telephone Skills, Coordination, Marketing, Music, Research
Education
Pace University - Lubin School of Business 2010 — 2014
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
University at Buffalo 2011 — 2012
Ronald Bonifacio Ronald Bonifacio's UBS Experience 1995 - 2011
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2015 - Present
ISF Management LLC May 2013 - March 2015
Conifer Securities December 2012 - May 2013
UBS Securities January 2005 - May 2011
UBS Securities LLC May 1995 - May 2011
UBS 1995 - 2011
UBS Securities January 2002 - January 2005
UBS Securities January 1997 - January 2002
Oppenheimer Capital June 1992 - May 1995
Skills
Series 7, Series 63, Prime Brokerage, Fixed Income, Securities, Middle Office, Equities, Mutual Funds, Bloomberg, Series 24, Hedge Funds, Derivatives, FINRA, Securities Lending, Bonds
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1988 — 1992
BBA, Accounting
Wells Fargo Securities March 2015 - Present
ISF Management LLC May 2013 - March 2015
Conifer Securities December 2012 - May 2013
UBS Securities January 2005 - May 2011
UBS Securities LLC May 1995 - May 2011
UBS 1995 - 2011
UBS Securities January 2002 - January 2005
UBS Securities January 1997 - January 2002
Oppenheimer Capital June 1992 - May 1995
Skills
Series 7, Series 63, Prime Brokerage, Fixed Income, Securities, Middle Office, Equities, Mutual Funds, Bloomberg, Series 24, Hedge Funds, Derivatives, FINRA, Securities Lending, Bonds
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1988 — 1992
BBA, Accounting
Christie Hrozenchik's UBS Experience July 2007 - August 2007
Job Financial Analyst
Industry Financial Services
Experience
J.P. Morgan Chase 2014 - Present
NBCUniversal, Inc. January 2014 - June 2014
NBCUniversal, Inc. September 2013 - December 2013
UBS Wealth Management June 2013 - August 2013
The Trust for Public Land June 2010 - August 2010
Apple March 2009 - June 2009
Citi June 2008 - August 2008
UBS July 2007 - August 2007
Skills
PowerPoint, Project Management, Analytics, Customer Service, Microsoft Excel, Microsoft Office, Networking, Research, Windows, Financial Analysis
Education
Pace University - Lubin School of Business 2009 — 2013
High School of Economics and Finance 2005 — 2009
P.S 19
J.P. Morgan Chase 2014 - Present
NBCUniversal, Inc. January 2014 - June 2014
NBCUniversal, Inc. September 2013 - December 2013
UBS Wealth Management June 2013 - August 2013
The Trust for Public Land June 2010 - August 2010
Apple March 2009 - June 2009
Citi June 2008 - August 2008
UBS July 2007 - August 2007
Skills
PowerPoint, Project Management, Analytics, Customer Service, Microsoft Excel, Microsoft Office, Networking, Research, Windows, Financial Analysis
Education
Pace University - Lubin School of Business 2009 — 2013
High School of Economics and Finance 2005 — 2009
P.S 19
Bob Chersi Bob Chersi's UBS Experience 1988 - 2008
Job Board Member, Business School Professor and Retired CFO
Industry Financial Services
Experience
Pace University Center for Global Governance, Reporting & Regulation 2013 - Present
Pace University 2013 - Present
Rutgers Business School 2013 - Present
Fidelity Investments 2008 - 2012
UBS 1988 - 2008
KPMG US 1983 - 1988
Education
Pace University - Lubin School of Business 1979 — 1983
BBA, Accounting (summa cum laude)
General Electric Company Leadership Development Center (i.e., "Crotonville")
UBS AG Leadership Development Institute
Pace University Center for Global Governance, Reporting & Regulation 2013 - Present
Pace University 2013 - Present
Rutgers Business School 2013 - Present
Fidelity Investments 2008 - 2012
UBS 1988 - 2008
KPMG US 1983 - 1988
Education
Pace University - Lubin School of Business 1979 — 1983
BBA, Accounting (summa cum laude)
General Electric Company Leadership Development Center (i.e., "Crotonville")
UBS AG Leadership Development Institute
Tonia Damiano's UBS Experience June 2012 - August 2012
Job Analyst at Deutsche Bank
Industry Real Estate
Experience
Deutsche Bank July 2014 - Present
Altus Group June 2013 - July 2014
University Park Undergraduate Association March 2010 - May 2013
Business Student Council December 2011 - December 2012
UBS June 2012 - August 2012
The PNC Financial Services Group May 2011 - August 2011
The Blue & White Society March 2010 - March 2011
Skills
Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Fundraising, Real Estate, Financial Modeling, Valuation, Customer Service, Argus Modeling, Appraisal Skills, Appraising, Commercial Real Estate, DCF Valuation, Market Analysis
Education
Penn State University 2009 — 2013
B.S., Finance
The Ursuline School 2005 — 2009
Deutsche Bank July 2014 - Present
Altus Group June 2013 - July 2014
University Park Undergraduate Association March 2010 - May 2013
Business Student Council December 2011 - December 2012
UBS June 2012 - August 2012
The PNC Financial Services Group May 2011 - August 2011
The Blue & White Society March 2010 - March 2011
Skills
Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Fundraising, Real Estate, Financial Modeling, Valuation, Customer Service, Argus Modeling, Appraisal Skills, Appraising, Commercial Real Estate, DCF Valuation, Market Analysis
Education
Penn State University 2009 — 2013
B.S., Finance
The Ursuline School 2005 — 2009
Safuwan Chowdhury Safuwan Chowdhury's UBS Experience November 2011 - May 2012
Job Application/Software Testing/Packaging Analyst at BASF
Industry Internet
Experience
BASF October 2014 - Present
PNY Technologies May 2012 - September 2014
UBS November 2011 - May 2012
Roche Pharmaceuticals June 2011 - November 2011
BASF April 2011 - June 2011
Alcatel-Lucent January 2011 - March 2011
Telaid April 2010 - January 2011
Deutsche Bank 2010 - 2011
UMDNJ February 2010 - March 2010
Best Buy January 2010 - February 2010
Skills
Windows XP, Windows 7, Microsoft Office, Outlook, Lotus Notes, LAN-WAN, Active Directory, Remedy, Windows Server, Cisco Switches, Xerox Printers, Laser Printers, Domain Modeling, Domain Management, BMC Remedy, Symantec Security, Epicor, Ghost Imaging, Patch Panels, Cable Networks, Coax, SharePoint, HTML scripting, Shell Scripting, XP, Laptops, Technical Support, Software Installation, Servers, Networking, Dell Computers, Avaya IP Telephony, Network Administration, HP, SCCM, Workstations, System Deployment
Education
Passaic County Community College 2007 — 2009
Computer Information System
JFK High School 2000 — 2004
High School
BASF October 2014 - Present
PNY Technologies May 2012 - September 2014
UBS November 2011 - May 2012
Roche Pharmaceuticals June 2011 - November 2011
BASF April 2011 - June 2011
Alcatel-Lucent January 2011 - March 2011
Telaid April 2010 - January 2011
Deutsche Bank 2010 - 2011
UMDNJ February 2010 - March 2010
Best Buy January 2010 - February 2010
Skills
Windows XP, Windows 7, Microsoft Office, Outlook, Lotus Notes, LAN-WAN, Active Directory, Remedy, Windows Server, Cisco Switches, Xerox Printers, Laser Printers, Domain Modeling, Domain Management, BMC Remedy, Symantec Security, Epicor, Ghost Imaging, Patch Panels, Cable Networks, Coax, SharePoint, HTML scripting, Shell Scripting, XP, Laptops, Technical Support, Software Installation, Servers, Networking, Dell Computers, Avaya IP Telephony, Network Administration, HP, SCCM, Workstations, System Deployment
Education
Passaic County Community College 2007 — 2009
Computer Information System
JFK High School 2000 — 2004
High School
Diem Milak Diem Milak's UBS Experience June 1992 - August 1995
Job Systems Financial Analyst
Industry Financial Services
Experience
Morgan Stanley April 2000 - June 2002
Morgan Stanley 1992 - 2002
Morgan Stanley February 1997 - November 1997
UBS June 1992 - August 1995
Skills
Equities
Education
Pace University - Lubin School of Business 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley April 2000 - June 2002
Morgan Stanley 1992 - 2002
Morgan Stanley February 1997 - November 1997
UBS June 1992 - August 1995
Skills
Equities
Education
Pace University - Lubin School of Business 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Jeffrey Bloom Jeffrey Bloom's UBS Experience April 2014 - Present
Job Strategic Clients & Partnerships at UBS
Industry Financial Services
Experience
UBS April 2014 - Present
UBS Wealth Management July 2012 - April 2014
UBS Wealth Management May 2011 - August 2011
Perry Capital May 2010 - August 2010
Rosen Mandell & Immerman May 2009 - May 2010
Skills
Bloomberg, Microsoft Excel, VBA, Macro, VPN, Equities, Investments, PowerPoint, Portfolio Management, Microsoft Office, Financial Analysis, Asset Managment, Microsoft Word, Valuation, Hedge Funds, Bloomberg Terminal, Corporate Finance, Capital Markets, Series 7, Wealth Management, Investment Advisory, Asset Management
Education
Penn State University 2008 — 2012
Bachelor's Degree, Finance
Wayne Valley High School 2005 — 2008
Graduate, Business
UBS April 2014 - Present
UBS Wealth Management July 2012 - April 2014
UBS Wealth Management May 2011 - August 2011
Perry Capital May 2010 - August 2010
Rosen Mandell & Immerman May 2009 - May 2010
Skills
Bloomberg, Microsoft Excel, VBA, Macro, VPN, Equities, Investments, PowerPoint, Portfolio Management, Microsoft Office, Financial Analysis, Asset Managment, Microsoft Word, Valuation, Hedge Funds, Bloomberg Terminal, Corporate Finance, Capital Markets, Series 7, Wealth Management, Investment Advisory, Asset Management
Education
Penn State University 2008 — 2012
Bachelor's Degree, Finance
Wayne Valley High School 2005 — 2008
Graduate, Business
Anshula Puri's UBS Experience January 2012 - May 2012
Job Regulatory Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
New York Daily News June 2012 - May 2013
UBS January 2012 - May 2012
NYC Department of City Planning June 2011 - January 2012
Cape Securities, Inc May 2011 - July 2011
Barneys New York July 2008 - August 2008
Skills
Microsoft Excel, Finance, Research, Bloomberg Terminal, Microsoft Office, Microsoft Word, Sales, Bloomberg, PowerPoint, Management, Accounting, Portfolio Management, Teamwork, Customer Service, Data Entry, Team Leadership, Outlook, Analysis, Data Analysis, Marketing, Financial Analysis, Financial Modeling, Access, Financial Accounting, Leadership, Budgets, Economics, Market Research, Risk Management, SPSS, Time Management, Spanish, Social Media
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics
Morgan Stanley October 2013 - Present
New York Daily News June 2012 - May 2013
UBS January 2012 - May 2012
NYC Department of City Planning June 2011 - January 2012
Cape Securities, Inc May 2011 - July 2011
Barneys New York July 2008 - August 2008
Skills
Microsoft Excel, Finance, Research, Bloomberg Terminal, Microsoft Office, Microsoft Word, Sales, Bloomberg, PowerPoint, Management, Accounting, Portfolio Management, Teamwork, Customer Service, Data Entry, Team Leadership, Outlook, Analysis, Data Analysis, Marketing, Financial Analysis, Financial Modeling, Access, Financial Accounting, Leadership, Budgets, Economics, Market Research, Risk Management, SPSS, Time Management, Spanish, Social Media
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics
Amanda Decker's UBS Experience 2004 - 2007
Job Reg. Rep at Northeast Sec. Inc.
Industry Financial Services
Experience
Northeast Sec. Inc. May 2007 - Present
UBS 2004 - 2007
Prudential Securities 2000 - 2004
Morgan Stanley 1997 - 2000
Skills
Equity Research, Wealth Management, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Risk Management, Equities, Retirement, Financial Analysis, Capital Markets, Series 66 Series 63, Asset Management, Securities, FINRA, Fixed Income
Education
Penn State University 1992 — 1996
BS, Food Science
Northeast Sec. Inc. May 2007 - Present
UBS 2004 - 2007
Prudential Securities 2000 - 2004
Morgan Stanley 1997 - 2000
Skills
Equity Research, Wealth Management, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Risk Management, Equities, Retirement, Financial Analysis, Capital Markets, Series 66 Series 63, Asset Management, Securities, FINRA, Fixed Income
Education
Penn State University 1992 — 1996
BS, Food Science
Andrea Hauptman-Perez's UBS Experience 1996 - 1998
Job Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
Allied Wealth Partners August 2011 - Present
Lee, Nolan & Koroghlian, LLC December 2007 - July 2011
AMH Consulting January 2001 - November 2007
Sophisticated Sweets By Andrea December 1998 - December 2005
MAKOR 1999 - 2001
Credit Suisse 1998 - 1999
UBS 1996 - 1998
Prudential 1994 - 1996
Skills
Wealth Management, Retirement Planning, Fixed Annuities, Series 63, Retirement, Securities, Estate Planning, Investments, Strategic Financial..., Insurance, Series 7, Investment Strategies, Small Business, Succession Planning, Financial Planning, Annuities, Series 6, Series 65
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick
Bachelor's Degree, Economics and Math
Allied Wealth Partners August 2011 - Present
Lee, Nolan & Koroghlian, LLC December 2007 - July 2011
AMH Consulting January 2001 - November 2007
Sophisticated Sweets By Andrea December 1998 - December 2005
MAKOR 1999 - 2001
Credit Suisse 1998 - 1999
UBS 1996 - 1998
Prudential 1994 - 1996
Skills
Wealth Management, Retirement Planning, Fixed Annuities, Series 63, Retirement, Securities, Estate Planning, Investments, Strategic Financial..., Insurance, Series 7, Investment Strategies, Small Business, Succession Planning, Financial Planning, Annuities, Series 6, Series 65
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick
Bachelor's Degree, Economics and Math
Adam Eisner's UBS Experience June 2014 - August 2014
Job Global Wealth Management Analyst, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
UBS June 2014 - August 2014
LDR Capital Management May 2013 - July 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Bloomberg, Microsoft Office, Financial Analysis, Social Networking, Leadership, Spanish, Equities, Research, Swimming, Teamwork, Asset Management, Swimmer, Public Speaking, Friendly Personality, Marketing, Social Media, Fitness
Education
Penn State University 2011 — 2015
Bachelor of Science with Honors, Finance
J.P. Morgan July 2015 - Present
UBS June 2014 - August 2014
LDR Capital Management May 2013 - July 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Bloomberg, Microsoft Office, Financial Analysis, Social Networking, Leadership, Spanish, Equities, Research, Swimming, Teamwork, Asset Management, Swimmer, Public Speaking, Friendly Personality, Marketing, Social Media, Fitness
Education
Penn State University 2011 — 2015
Bachelor of Science with Honors, Finance
Kishor Patel Kishor Patel's UBS Experience June 2009 - August 2009
Job Business Analyst at UBS Investment Bank
Industry Accounting
Experience
UBS Investment Bank June 2014 - Present
MetTel, Inc September 2013 - February 2014
UBS Wealth Management June 2012 - August 2013
The FulServ Group LLC July 2010 - May 2012
Pace University September 2010 - December 2011
UBS June 2009 - August 2009
Skills
Tax, Finance, Accounting, Financial Analysis, Corporate Tax, Microsoft Excel, QuickBooks, Financial Modeling, Financial Statements, Analysis, Microsoft Office, Financial Accounting, Outlook, Business Planning, Tax Returns, Sarbanes-Oxley Act, GAAP, Financial Services, Financial Reporting, Income Tax, PowerPoint, Program Management, Internal Controls, Forecasting, Corporate Finance, Risk Management, Portfolio Management, Investments, Account Reconciliation, Access, Auditing, US GAAP, International Tax, Tax Research
Education
CFA Institute 2009 — 2015
CFA Level 2 Candidate, Finance, Investment Banking, Capital Markets, Equity Research
Pace University - Lubin School of Business
Master of Business Administration (MBA), Taxation and Finance
UBS Investment Bank June 2014 - Present
MetTel, Inc September 2013 - February 2014
UBS Wealth Management June 2012 - August 2013
The FulServ Group LLC July 2010 - May 2012
Pace University September 2010 - December 2011
UBS June 2009 - August 2009
Skills
Tax, Finance, Accounting, Financial Analysis, Corporate Tax, Microsoft Excel, QuickBooks, Financial Modeling, Financial Statements, Analysis, Microsoft Office, Financial Accounting, Outlook, Business Planning, Tax Returns, Sarbanes-Oxley Act, GAAP, Financial Services, Financial Reporting, Income Tax, PowerPoint, Program Management, Internal Controls, Forecasting, Corporate Finance, Risk Management, Portfolio Management, Investments, Account Reconciliation, Access, Auditing, US GAAP, International Tax, Tax Research
Education
CFA Institute 2009 — 2015
CFA Level 2 Candidate, Finance, Investment Banking, Capital Markets, Equity Research
Pace University - Lubin School of Business
Master of Business Administration (MBA), Taxation and Finance
Rick Coltrera Rick Coltrera's UBS Experience May 2005 - Present
Job First Vice President Wealth Management at UBS Financial Services, Inc., CFP®
Industry Financial Services
Experience
UBS May 2005 - Present
Merrill Lynch January 1995 - May 2005
Skills
Certified Financial..., Investments, Wealth Management
Education
NYU School of Continuing Education
CFP, Finance, Law and Taxation
Pace University - Lubin School of Business
MBA, Finance
University of Rhode Island
Business Administration and Management, General
UBS May 2005 - Present
Merrill Lynch January 1995 - May 2005
Skills
Certified Financial..., Investments, Wealth Management
Education
NYU School of Continuing Education
CFP, Finance, Law and Taxation
Pace University - Lubin School of Business
MBA, Finance
University of Rhode Island
Business Administration and Management, General
Dan Orlosky Dan Orlosky's UBS Experience January 2006 - October 2008
Job Portfolio Management Applications Specialist at SEI
Industry Financial Services
Experience
SEI May 2015 - Present
SEI January 2011 - April 2015
Morgan Stanley Smith Barney October 2008 - December 2010
UBS January 2006 - October 2008
Skills
Portfolio Management, Securities, Trading, Investment Strategies, Customer Service, Insurance, Financial Analysis, Mutual Funds, Investments, Asset Managment, Financial Services, Training, Strategy, Wealth Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Certificate, Human Resources Management
Penn State University 1995 — 1999
Bachelor, Finance
SEI May 2015 - Present
SEI January 2011 - April 2015
Morgan Stanley Smith Barney October 2008 - December 2010
UBS January 2006 - October 2008
Skills
Portfolio Management, Securities, Trading, Investment Strategies, Customer Service, Insurance, Financial Analysis, Mutual Funds, Investments, Asset Managment, Financial Services, Training, Strategy, Wealth Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Certificate, Human Resources Management
Penn State University 1995 — 1999
Bachelor, Finance
Hu, Helen Hu, Helen's UBS Experience 2004 - 2005
Job Data Analyst
Industry Consumer Electronics
Experience
Apple, Inc January 2012 - Present
GLOBALFOUNDRIES, AMD spin-off March 2009 - January 2012
AMD April 2006 - March 2009
Polimetrix 2005 - 2005
UBS 2004 - 2005
Skills
Statistics, Tableau, Teradata, Financial Modeling, Data Mining, Forecasting, JMP, Simulations, R, Semiconductors, Design of Experiments, Machine Learning, Statistical Modeling, Time Series Analysis, Analysis, SAS, Data Analysis, Segmentation, Analytics
Education
University of California, Los Angeles 2000 — 2005
PhD, Statistics
Peking University
B.A., Economics
Apple, Inc January 2012 - Present
GLOBALFOUNDRIES, AMD spin-off March 2009 - January 2012
AMD April 2006 - March 2009
Polimetrix 2005 - 2005
UBS 2004 - 2005
Skills
Statistics, Tableau, Teradata, Financial Modeling, Data Mining, Forecasting, JMP, Simulations, R, Semiconductors, Design of Experiments, Machine Learning, Statistical Modeling, Time Series Analysis, Analysis, SAS, Data Analysis, Segmentation, Analytics
Education
University of California, Los Angeles 2000 — 2005
PhD, Statistics
Peking University
B.A., Economics
Rashede Enoch Rashede Enoch's UBS Experience August 2010 - January 2011
Job Project Analyst at American Express
Industry Nonprofit Organization Management
Experience
New York University January 2012 - Present
American Express April 2011 - Present
UBS August 2010 - January 2011
Year Up March 2010 - January 2011
Education
Pace University 2010 — 2011
Information Technology
New York University January 2012 - Present
American Express April 2011 - Present
UBS August 2010 - January 2011
Year Up March 2010 - January 2011
Education
Pace University 2010 — 2011
Information Technology
Xin (Jim) Zhao Xin (Jim) Zhao's UBS Experience June 2009 - August 2009
Job Investment and Trading Associate at Citadel Investment Group
Industry Financial Services
Experience
Citadel Investment Group July 2012 - Present
Citadel Investment Group June 2011 - August 2011
China Jianyin Investment Securites March 2010 - April 2010
UBS June 2009 - August 2009
Education
Princeton University 2010 — 2012
Master, Finance
Peking University 2006 — 2010
Bachelor, Computer Science
Peking University 2006 — 2010
Bachelor, Economics
Citadel Investment Group July 2012 - Present
Citadel Investment Group June 2011 - August 2011
China Jianyin Investment Securites March 2010 - April 2010
UBS June 2009 - August 2009
Education
Princeton University 2010 — 2012
Master, Finance
Peking University 2006 — 2010
Bachelor, Computer Science
Peking University 2006 — 2010
Bachelor, Economics
Philip Merrill Sagacious LLC Philip Merrill Sagacious LLC's UBS Experience 1981 - 1983
Job Provide Insights To Markets and Risk
Industry Financial Services
Experience
Sagacious LLC January 2000 - Present
Searchlight Group Inc. 2008 - October 2010
GARP and PRMIA 1995 - 2005
GARP and PRMIA 1995 - 2004
KPMG September 1997 - December 1999
Texaco July 1983 - November 1995
UBS 1981 - 1983
Tullett Prebon 1973 - 1981
Skills
Derivatives, Derivative Accounting, Dodd Frank, Hedge Funds, Capital Markets, Trading, Commodities, FX, Energy, Training, Leadership, Development of Strategy, Enterprise Risk..., Business Analysis, Business Process..., Hedger, ISDA negotiations, Technical Analysis, Fundamental Analysis, Dynamic Hedging, FX Options, Commodity, Risk Management, Banking, Financial Services, Dodd-Frank, Fixed Income, Investment Banking, Valuation, Hedging, Mergers & Acquisitions, Finance, Market Risk, Financial Markets, Asset Management, Commodity Markets, Financial Risk, Portfolio Management, Operational Risk, Treasury Management, Currency, Foreign Exchange, Treasury, Credit, ALM, Emerging Markets, Analysis, Financial Modeling, Options, Financial Structuring
Education
Pace University - Lubin School of Business 1976 — 1985
MBA, Finance/Accounting
The University of Texas at Austin 1969 — 1973
BA, Economics
Sagacious LLC January 2000 - Present
Searchlight Group Inc. 2008 - October 2010
GARP and PRMIA 1995 - 2005
GARP and PRMIA 1995 - 2004
KPMG September 1997 - December 1999
Texaco July 1983 - November 1995
UBS 1981 - 1983
Tullett Prebon 1973 - 1981
Skills
Derivatives, Derivative Accounting, Dodd Frank, Hedge Funds, Capital Markets, Trading, Commodities, FX, Energy, Training, Leadership, Development of Strategy, Enterprise Risk..., Business Analysis, Business Process..., Hedger, ISDA negotiations, Technical Analysis, Fundamental Analysis, Dynamic Hedging, FX Options, Commodity, Risk Management, Banking, Financial Services, Dodd-Frank, Fixed Income, Investment Banking, Valuation, Hedging, Mergers & Acquisitions, Finance, Market Risk, Financial Markets, Asset Management, Commodity Markets, Financial Risk, Portfolio Management, Operational Risk, Treasury Management, Currency, Foreign Exchange, Treasury, Credit, ALM, Emerging Markets, Analysis, Financial Modeling, Options, Financial Structuring
Education
Pace University - Lubin School of Business 1976 — 1985
MBA, Finance/Accounting
The University of Texas at Austin 1969 — 1973
BA, Economics
Lee Minkoff's UBS Experience July 2015 - Present
Job Investment Banking Analyst at UBS
Industry Financial Services
Experience
UBS July 2015 - Present
J.P. Morgan July 2014 - July 2015
J.P. Morgan June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Cozen O'Connor May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Social Media, Investments, Asset Management, Bloomberg, Portfolio Management, Mutual Funds, Due Diligence, Alternative Investments, Hedge Funds, Credit Risk, Research, Fixed Income, Equities, Investment Management, Morningstar, FactSet, Commodity Markets, Currency Markets, Leadership
Education
Penn State University 2010 — 2014
Bachelor of Science, Finance, 3.75
Cheltenham High School 2006 — 2010
General, General Studies
UBS July 2015 - Present
J.P. Morgan July 2014 - July 2015
J.P. Morgan June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Cozen O'Connor May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Social Media, Investments, Asset Management, Bloomberg, Portfolio Management, Mutual Funds, Due Diligence, Alternative Investments, Hedge Funds, Credit Risk, Research, Fixed Income, Equities, Investment Management, Morningstar, FactSet, Commodity Markets, Currency Markets, Leadership
Education
Penn State University 2010 — 2014
Bachelor of Science, Finance, 3.75
Cheltenham High School 2006 — 2010
General, General Studies
Lisa Astorino's UBS Experience August 2010 - Present
Job Director, UBS Wealth Management Americas
Industry Financial Services
Experience
UBS August 2010 - Present
Deutsche Bank April 2008 - August 2010
JPMorgan Chase October 1997 - April 2008
Skills
Investment Banking, Capital Markets, Finance, Wealth Management, Business Development, Fixed Income, Equities, Derivatives, Financial Modeling, Portfolio Management, Banking, Hedge Funds, Bloomberg, Financial Services, Risk Management, Asset Management, Financial Markets, Financial Analysis, Corporate Finance, FX Options, Financial Risk, Securities, Change Management, Operational Risk, Financial Reporting, Mergers & Acquisitions, Prime Brokerage
Education
Pace University
Bachelor of Business Administration (BBA), Public Accounting
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Public Accounting - CPA
UBS August 2010 - Present
Deutsche Bank April 2008 - August 2010
JPMorgan Chase October 1997 - April 2008
Skills
Investment Banking, Capital Markets, Finance, Wealth Management, Business Development, Fixed Income, Equities, Derivatives, Financial Modeling, Portfolio Management, Banking, Hedge Funds, Bloomberg, Financial Services, Risk Management, Asset Management, Financial Markets, Financial Analysis, Corporate Finance, FX Options, Financial Risk, Securities, Change Management, Operational Risk, Financial Reporting, Mergers & Acquisitions, Prime Brokerage
Education
Pace University
Bachelor of Business Administration (BBA), Public Accounting
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Public Accounting - CPA
Dan Huth Dan Huth's UBS Experience July 2012 - Present
Job Director Head of Strategic Development at UBS
Industry Financial Services
Experience
UBS July 2012 - Present
Texas Based Investment Company June 2011 - March 2012
Summerline Asset Management September 2008 - May 2011
Viking Asset Managment February 2008 - September 2008
Promethean Asset Management September 2006 - January 2008
Casimir Capital January 2005 - September 2006
Greenberg Traurig, LLP October 2001 - February 2004
KPMG US September 1995 - September 1997
Skills
CPA, Due Diligence, Mergers, Financial Modeling, Corporate Finance, Equities, Investment Banking, Private Equity, Capital Markets, Financial Analysis, Securities, Investments, Venture Capital, Strategic Financial..., Accounting, Asset Managment, Corporate Law, PIPEs, Mergers & Acquisitions, Mutual Funds, Finance, Portfolio Management, Hedge Funds, Strategy, Wealth Management, Asset Allocation, Business Strategy, Valuation, Private Placements, Structured Finance, IPO, Fixed Income, Financial Services, Management, Alternative Investments, Banking, Series 7
Education
Providence College 1991 — 1995
Bachelor of Science, Accounting
Pace University, Lubin School of BusinessNew 1998 — 2001
Master, Business Administration; Finance
Pace University School of Law 1997 — 2001
Juris Doctor
Indian Hills High School 1987 — 1991
UBS July 2012 - Present
Texas Based Investment Company June 2011 - March 2012
Summerline Asset Management September 2008 - May 2011
Viking Asset Managment February 2008 - September 2008
Promethean Asset Management September 2006 - January 2008
Casimir Capital January 2005 - September 2006
Greenberg Traurig, LLP October 2001 - February 2004
KPMG US September 1995 - September 1997
Skills
CPA, Due Diligence, Mergers, Financial Modeling, Corporate Finance, Equities, Investment Banking, Private Equity, Capital Markets, Financial Analysis, Securities, Investments, Venture Capital, Strategic Financial..., Accounting, Asset Managment, Corporate Law, PIPEs, Mergers & Acquisitions, Mutual Funds, Finance, Portfolio Management, Hedge Funds, Strategy, Wealth Management, Asset Allocation, Business Strategy, Valuation, Private Placements, Structured Finance, IPO, Fixed Income, Financial Services, Management, Alternative Investments, Banking, Series 7
Education
Providence College 1991 — 1995
Bachelor of Science, Accounting
Pace University, Lubin School of BusinessNew 1998 — 2001
Master, Business Administration; Finance
Pace University School of Law 1997 — 2001
Juris Doctor
Indian Hills High School 1987 — 1991
Jack Kim's UBS Experience September 2011 - December 2011
Job Senior Analyst, Sales Operations at Indeed.com
Industry Internet
Experience
Indeed.com May 2014 - Present
Indeed.com July 2012 - April 2014
Madison Square Garden January 2012 - April 2012
UBS September 2011 - December 2011
Clear Channel Communications February 2011 - May 2011
Skills
Microsoft Office, Revenue Analysis, Oracle, Puridiom, Management, Problem Solving, System Administration, Microsoft Excel, Marketing, Social Media, Analysis, New Business Development, Finance, Sales Operations, Digital Marketing, Competitive Analysis, CRM, Market Research, Financial Analysis
Education
Pace University - Lubin School of Business 2009 — 2012
BBA, Finance, 3.52
Indeed.com May 2014 - Present
Indeed.com July 2012 - April 2014
Madison Square Garden January 2012 - April 2012
UBS September 2011 - December 2011
Clear Channel Communications February 2011 - May 2011
Skills
Microsoft Office, Revenue Analysis, Oracle, Puridiom, Management, Problem Solving, System Administration, Microsoft Excel, Marketing, Social Media, Analysis, New Business Development, Finance, Sales Operations, Digital Marketing, Competitive Analysis, CRM, Market Research, Financial Analysis
Education
Pace University - Lubin School of Business 2009 — 2012
BBA, Finance, 3.52
Robert Bernardini Robert Bernardini's UBS Experience 1998 - 2004
Job Sr. Informationist at Knowledgent
Industry Information Technology and Services
Experience
Knowledgent March 2014 - Present
CT Corporation, a Wolters Kluwer company September 2009 - December 2013
J.H. Cohn LLP April 2009 - June 2009
Barclays Capital May 2007 - March 2009
Lehman Brothers May 2007 - March 2009
Bloomberg L.P. May 2004 - May 2007
UBS 1998 - 2004
McKinsey & Company November 1988 - July 1998
Skills
Data Warehousing, Data Warehouse..., Dimensional Modeling, ETL, Microsoft SQL Server, Business Objects, SSIS, SQL Server 2000-2008, Oracle, Business Intelligence, Informatica, Business Intelligence..., Databases, Requirements Analysis, Collibra, Business Analysis, Data Governance, Software Project..., OLAP, Essbase, Sybase, Analysis Services, SDLC, Enterprise Software, SSAS
Education
Pace University - Lubin School of Business
MBA, Corporate Finance
Pace University - Lubin School of Business
BBA, Management Information Systems
Knowledgent March 2014 - Present
CT Corporation, a Wolters Kluwer company September 2009 - December 2013
J.H. Cohn LLP April 2009 - June 2009
Barclays Capital May 2007 - March 2009
Lehman Brothers May 2007 - March 2009
Bloomberg L.P. May 2004 - May 2007
UBS 1998 - 2004
McKinsey & Company November 1988 - July 1998
Skills
Data Warehousing, Data Warehouse..., Dimensional Modeling, ETL, Microsoft SQL Server, Business Objects, SSIS, SQL Server 2000-2008, Oracle, Business Intelligence, Informatica, Business Intelligence..., Databases, Requirements Analysis, Collibra, Business Analysis, Data Governance, Software Project..., OLAP, Essbase, Sybase, Analysis Services, SDLC, Enterprise Software, SSAS
Education
Pace University - Lubin School of Business
MBA, Corporate Finance
Pace University - Lubin School of Business
BBA, Management Information Systems
Mike Cetrangola Mike Cetrangola's UBS Experience 1997 - 2008
Job Head of Trade Services Liquidnet
Industry Financial Services
Experience
Liquidnet June 2008 - Present
ubs 1997 - 2008
Skills
Middle Office, Electronic Trading, Equities, Prime Brokerage, Trading Systems, Derivatives, Equity Trading, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Low Latency, Market Data, Options, Securities, Back Office, Collateral Management
Education
Pace University - Lubin School of Business
Liquidnet June 2008 - Present
ubs 1997 - 2008
Skills
Middle Office, Electronic Trading, Equities, Prime Brokerage, Trading Systems, Derivatives, Equity Trading, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Low Latency, Market Data, Options, Securities, Back Office, Collateral Management
Education
Pace University - Lubin School of Business
Peter Lonstrup Peter Lonstrup's UBS Experience 1988 - 1996
Job Contractor at Credit Suisse
Industry Computer & Network Security
Experience
Wells Fargo February 2012 - Present
Credit Suisse August 2008 - February 2012
Credit Suisse First Boston August 2008 - January 2011
Barclays Capital November 2007 - August 2008
Bear Stearns February 2007 - October 2007
Barclay's Capital July 2006 - February 2007
Bear Stearns May 2005 - February 2006
EA 2004 - 2005
Computer Sciences Corporation 2000 - 2004
UBS 1988 - 1996
Education
Pangbourne College
Penn State University
Bsc, Geophysics
Wells Fargo February 2012 - Present
Credit Suisse August 2008 - February 2012
Credit Suisse First Boston August 2008 - January 2011
Barclays Capital November 2007 - August 2008
Bear Stearns February 2007 - October 2007
Barclay's Capital July 2006 - February 2007
Bear Stearns May 2005 - February 2006
EA 2004 - 2005
Computer Sciences Corporation 2000 - 2004
UBS 1988 - 1996
Education
Pangbourne College
Penn State University
Bsc, Geophysics
Morella Carta Morella Carta's UBS Experience October 1999 - December 2005
Job SVP Global HR at Experian
Industry Banking
Experience
Experian December 2009 - Present
The Hartford Financial Services June 2006 - December 2009
The Hartford June 2006 - December 2009
UBS October 1999 - December 2005
Citibank March 1984 - August 1999
Citigroup 1984 - 1999
Skills
Talent Management, Executive Development, Change Management, Mergers, Strategic Planning, OD, Executive Management, Global Cross-Functional..., HR Consulting, Human Resources, Leadership, Management, Management Consulting, Mergers & Acquisitions, Organizational..., Organizational..., Personnel Management, Strategic Thinking, Strategy, Succession Planning, Organizational Design
Education
Pace University - Lubin School of Business 1980 — 1981
MS Industrial Relations
Universidad Católica Andrés Bello
BS, Industrial Relations
Experian December 2009 - Present
The Hartford Financial Services June 2006 - December 2009
The Hartford June 2006 - December 2009
UBS October 1999 - December 2005
Citibank March 1984 - August 1999
Citigroup 1984 - 1999
Skills
Talent Management, Executive Development, Change Management, Mergers, Strategic Planning, OD, Executive Management, Global Cross-Functional..., HR Consulting, Human Resources, Leadership, Management, Management Consulting, Mergers & Acquisitions, Organizational..., Organizational..., Personnel Management, Strategic Thinking, Strategy, Succession Planning, Organizational Design
Education
Pace University - Lubin School of Business 1980 — 1981
MS Industrial Relations
Universidad Católica Andrés Bello
BS, Industrial Relations
Donald Balducci-Henry Donald Balducci-Henry's UBS Experience May 2015 - August 2015
Job Wealth Management Advisory Intern
Industry Financial Services
Experience
UBS May 2015 - August 2015
Upland January 2015 - April 2015
Baldor Specialty Foods, Inc. January 2014 - May 2014
Skills
Excellent Communication..., Team Leadership, Team Building, Multi-functional, Decision Making, Organizational..., DCF Valuation, Public Speaking, Data Analysis, Identifying Trends, Valuation Modeling, Customer Relations, Customer Satisfaction, Customer Service, Professional..., Advanced in Microsoft...
Education
Pace University - Lubin School of Business 2012 — 2015
Bachelor’s Degree, Major: Finance Minor: Economics
West Virginia University 2011 — 2012
Business/Managerial Economics
UBS May 2015 - August 2015
Upland January 2015 - April 2015
Baldor Specialty Foods, Inc. January 2014 - May 2014
Skills
Excellent Communication..., Team Leadership, Team Building, Multi-functional, Decision Making, Organizational..., DCF Valuation, Public Speaking, Data Analysis, Identifying Trends, Valuation Modeling, Customer Relations, Customer Satisfaction, Customer Service, Professional..., Advanced in Microsoft...
Education
Pace University - Lubin School of Business 2012 — 2015
Bachelor’s Degree, Major: Finance Minor: Economics
West Virginia University 2011 — 2012
Business/Managerial Economics
Linda Pecora's UBS Experience May 2011 - December 2011
Job Director Equities / Options Compliance at UBS
Industry Financial Services
Experience
UBS Wealth Management December 2011 - Present
UBS May 2011 - December 2011
UBS April 2009 - May 2011
UBS December 2006 - April 2009
JB Hanauer October 2005 - October 2006
CJM Planning/Insurance/Asset Mgmt Co June 2004 - October 2005
Skills
Series 7 / Series 63, Series 24, Series 55 /Series 4, Series 63, Mutual Funds, Financial Analysis, Due Diligence, Equities, FINRA, Securities, Series 7
Education
Pace University 1990 — 1992
undergraduate, finance
UBS Wealth Management December 2011 - Present
UBS May 2011 - December 2011
UBS April 2009 - May 2011
UBS December 2006 - April 2009
JB Hanauer October 2005 - October 2006
CJM Planning/Insurance/Asset Mgmt Co June 2004 - October 2005
Skills
Series 7 / Series 63, Series 24, Series 55 /Series 4, Series 63, Mutual Funds, Financial Analysis, Due Diligence, Equities, FINRA, Securities, Series 7
Education
Pace University 1990 — 1992
undergraduate, finance
Serena Woodward's UBS Experience May 2013 - July 2013
Job Marketing and Computer Science student at Villanova University
Industry Marketing and Advertising
Experience
DZKZ Ventures July 2015 - Present
The Next Step Realty October 2013 - Present
Datarati March 2015 - May 2015
Symmetry Peak Management LLC April 2014 - August 2014
uMentioned January 2014 - May 2014
Villanova University September 2013 - December 2013
UBS May 2013 - July 2013
Affinity Financial Advisors Ltd March 2013 - May 2013
Skills
Social Networking, Microsoft Word, Social Media, PowerPoint, Teamwork, Microsoft Excel, HTML, Spanish, Microsoft Office, Editing, Customer Service, Research, Photoshop, Public Speaking, English, InDesign, Illustrator, Time Management, Event Planning, Facebook, Critical Thinking, Leadership, Fundraising, Marketing, Management, Market Research, Social Media Marketing, Public Relations
Education
Villanova University 2012 — 2016
Bachelor's degree, Marketing, Computer Science
Georgetown University 2011 — 2011
Business, Management, Marketing, and Related Support Services, A
University of Pennsylvania 2010 — 2010
Economics
Parsons School of Design
Summer Intensive Studies, Graphic Design
DZKZ Ventures July 2015 - Present
The Next Step Realty October 2013 - Present
Datarati March 2015 - May 2015
Symmetry Peak Management LLC April 2014 - August 2014
uMentioned January 2014 - May 2014
Villanova University September 2013 - December 2013
UBS May 2013 - July 2013
Affinity Financial Advisors Ltd March 2013 - May 2013
Skills
Social Networking, Microsoft Word, Social Media, PowerPoint, Teamwork, Microsoft Excel, HTML, Spanish, Microsoft Office, Editing, Customer Service, Research, Photoshop, Public Speaking, English, InDesign, Illustrator, Time Management, Event Planning, Facebook, Critical Thinking, Leadership, Fundraising, Marketing, Management, Market Research, Social Media Marketing, Public Relations
Education
Villanova University 2012 — 2016
Bachelor's degree, Marketing, Computer Science
Georgetown University 2011 — 2011
Business, Management, Marketing, and Related Support Services, A
University of Pennsylvania 2010 — 2010
Economics
Parsons School of Design
Summer Intensive Studies, Graphic Design
Ross Di Liddo Ross Di Liddo's UBS Experience July 2010 - October 2014
Job Trading Assistant at OchZiff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management November 2014 - Present
UBS July 2010 - October 2014
Major League Soccer May 2009 - August 2009
Skills
Investments, Financial Analysis
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Marketing
Rome Institute for the International Education of Students 2009 — 2009
Philosophy
Och-Ziff Capital Management November 2014 - Present
UBS July 2010 - October 2014
Major League Soccer May 2009 - August 2009
Skills
Investments, Financial Analysis
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Marketing
Rome Institute for the International Education of Students 2009 — 2009
Philosophy
Sajid Virani Sajid Virani's UBS Experience February 1999 - November 2009
Job Infrastructure Operations Manager at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions October 2012 - Present
MajescoMastek May 2012 - October 2012
AIG June 2010 - May 2012
UBS February 1999 - November 2009
United Parcel Service March 1997 - October 1998
Con Edison April 1996 - March 1997
Prodigy Services December 1995 - April 1996
Goldman Sachs July 1995 - November 1995
Swiss Bank Corporation November 1994 - July 1995
Skills
Vendor Management, ITIL, vSphere, IT Service Management, IT Strategy, IT Management, Disaster Recovery, Data Center, Windows, Incident Management, Enterprise Architecture, Service Delivery, Infrastructure, Information Technology, SDLC, Unix, Servers, Business Analysis, Storage, Outsourcing, VMware, Networking
Education
Pace University 1993 — 1995
Masters, Comp Sc
St. Xavier's College 1986 — 1988
Broadridge Financial Solutions October 2012 - Present
MajescoMastek May 2012 - October 2012
AIG June 2010 - May 2012
UBS February 1999 - November 2009
United Parcel Service March 1997 - October 1998
Con Edison April 1996 - March 1997
Prodigy Services December 1995 - April 1996
Goldman Sachs July 1995 - November 1995
Swiss Bank Corporation November 1994 - July 1995
Skills
Vendor Management, ITIL, vSphere, IT Service Management, IT Strategy, IT Management, Disaster Recovery, Data Center, Windows, Incident Management, Enterprise Architecture, Service Delivery, Infrastructure, Information Technology, SDLC, Unix, Servers, Business Analysis, Storage, Outsourcing, VMware, Networking
Education
Pace University 1993 — 1995
Masters, Comp Sc
St. Xavier's College 1986 — 1988
Chirag Piparia's UBS Experience October 2009 - December 2009
Job Marketing Analytics Management Consultant
Industry Investment Management
Experience
Publicis March 2015 - Present
DigitasLBi_US June 2014 - January 2015
GroupM May 2012 - June 2014
Moore Capital Management May 2011 - May 2012
Moore Capital Management November 2010 - May 2012
Merrill Lynch January 2010 - May 2010
UBS October 2009 - December 2009
Skills
Analytics, Microsoft SQL Server, SQL, Bloomberg, SAS, Analysis, Equities, Financial Modeling, Photoshop, Windows 7, VBA, Microsoft Office, Bloomberg Terminal, Statistics, Sales, XP, Windows Vista, Predictive Analytics, Predictive Modeling, Econometrics, Time Series Analysis, Statistical Modeling, Data Mining, Databases, Microsoft Works, Bayesian, Business Analytics, Market Research, Econometric Modeling, SAS programming, Competitive Analysis, Tableau, Portfolio Management, Windows XP, SPSS, Strategy, Management, Microsoft Excel, Social Media
Education
Pace University - Lubin School of Business
BBA, Double Major:Finance & Marketing Minor:Economics
Publicis March 2015 - Present
DigitasLBi_US June 2014 - January 2015
GroupM May 2012 - June 2014
Moore Capital Management May 2011 - May 2012
Moore Capital Management November 2010 - May 2012
Merrill Lynch January 2010 - May 2010
UBS October 2009 - December 2009
Skills
Analytics, Microsoft SQL Server, SQL, Bloomberg, SAS, Analysis, Equities, Financial Modeling, Photoshop, Windows 7, VBA, Microsoft Office, Bloomberg Terminal, Statistics, Sales, XP, Windows Vista, Predictive Analytics, Predictive Modeling, Econometrics, Time Series Analysis, Statistical Modeling, Data Mining, Databases, Microsoft Works, Bayesian, Business Analytics, Market Research, Econometric Modeling, SAS programming, Competitive Analysis, Tableau, Portfolio Management, Windows XP, SPSS, Strategy, Management, Microsoft Excel, Social Media
Education
Pace University - Lubin School of Business
BBA, Double Major:Finance & Marketing Minor:Economics
Janet Shim's UBS Experience June 2005 - May 2008
Job Head of Internal Search at Aetna
Industry Insurance
Experience
Aetna January 2014 - Present
J.Shim Consultants May 2010 - Present
Deloitte and Touche May 2008 - May 2010
UBS June 2005 - May 2008
Deloitte Consulting June 1997 - June 2005
Education
Pace University
Wheaton College (MA)
Aetna January 2014 - Present
J.Shim Consultants May 2010 - Present
Deloitte and Touche May 2008 - May 2010
UBS June 2005 - May 2008
Deloitte Consulting June 1997 - June 2005
Education
Pace University
Wheaton College (MA)
Marlene Galarza's UBS Experience 1986 - 1999
Job Administrator/EA at Bloomberg Tradebook
Industry Financial Services
Experience
Bloomberg Tradebook May 2015 - Present
Bloomberg May 2010 - January 2015
Tishman Construction 2000 - May 2009
UBS 1986 - 1999
Skills
Microsoft Excel, Microsoft Office, Outlook, Invoicing, Customer Service, Risk Management, PowerPoint, Microsoft Word, Coordination, Travel Arrangements, Event Planning, Project Coordination, Telephone Skills, Organization Skills, Banking
Education
Pace University
Business Administration
Bloomberg Tradebook May 2015 - Present
Bloomberg May 2010 - January 2015
Tishman Construction 2000 - May 2009
UBS 1986 - 1999
Skills
Microsoft Excel, Microsoft Office, Outlook, Invoicing, Customer Service, Risk Management, PowerPoint, Microsoft Word, Coordination, Travel Arrangements, Event Planning, Project Coordination, Telephone Skills, Organization Skills, Banking
Education
Pace University
Business Administration
Shanita Ramotar Shanita Ramotar's UBS Experience January 2011 - May 2011
Job Associate at Commerzbank
Industry Financial Services
Experience
Commerzbank AG January 2015 - Present
GFI Group February 2013 - January 2015
Ramotar’s Accounting & Financial Services January 2008 - April 2014
Broadridge Financial Solutions July 2012 - February 2013
Broadridge Financial Solutions April 2012 - June 2012
UBS January 2011 - May 2011
Skills
Financial Modeling, Account Reconciliation, Accounts Receivable, Analysis, Invoicing, Microsoft Excel, Financial Services, Financial Analysis, Access, Spreadsheets, Process Improvement, Financial Reporting, Banking, Accounts Payable, Accounting
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting
Baruch College/CUNY 2008 — 2011
Bachelor of Business Administration (BBA), Finance and Investments
Commerzbank AG January 2015 - Present
GFI Group February 2013 - January 2015
Ramotar’s Accounting & Financial Services January 2008 - April 2014
Broadridge Financial Solutions July 2012 - February 2013
Broadridge Financial Solutions April 2012 - June 2012
UBS January 2011 - May 2011
Skills
Financial Modeling, Account Reconciliation, Accounts Receivable, Analysis, Invoicing, Microsoft Excel, Financial Services, Financial Analysis, Access, Spreadsheets, Process Improvement, Financial Reporting, Banking, Accounts Payable, Accounting
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting
Baruch College/CUNY 2008 — 2011
Bachelor of Business Administration (BBA), Finance and Investments
Peter Koniecko Peter Koniecko's UBS Experience February 2006 - March 2007
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2011 - Present
Bridgewater Associates March 2007 - December 2011
UBS February 2006 - March 2007
Citi February 2002 - February 2006
Skills
Hedge Funds, Equities, Fixed Income, Asset Management, Valuation, Portfolio Management, Financial Analysis, Bonds, Accounting, Back Office, Account Reconciliation, Cash Management, Securities, Fund Accounting
Education
The University of Connecticut 2003 — 2005
Master of Business Administration (MBA), Finance
Pace University - Lubin School of Business 1998 — 2002
Bachelor of Business Administration (BBA), International Management
BNY Mellon December 2011 - Present
Bridgewater Associates March 2007 - December 2011
UBS February 2006 - March 2007
Citi February 2002 - February 2006
Skills
Hedge Funds, Equities, Fixed Income, Asset Management, Valuation, Portfolio Management, Financial Analysis, Bonds, Accounting, Back Office, Account Reconciliation, Cash Management, Securities, Fund Accounting
Education
The University of Connecticut 2003 — 2005
Master of Business Administration (MBA), Finance
Pace University - Lubin School of Business 1998 — 2002
Bachelor of Business Administration (BBA), International Management
Ruel Baird Ruel Baird's UBS Experience May 2006 - August 2006
Job Marketing Analyst at iCrossing
Industry Marketing and Advertising
Experience
iCrossing February 2014 - Present
CIT November 2012 - April 2013
IQPC October 2011 - November 2012
UConn School of Business May 2008 - July 2009
ING January 2008 - May 2008
UBS May 2006 - August 2006
Goldman Sachs March 2006 - May 2006
American Express June 2005 - September 2005
Argent Mortgage July 2004 - June 2005
Skills
Marketing Research, Strategic Planning, New Business Development, Analytics, Business Development, Microsoft Office, CRM, Journalism, Writing, Problem Solving, Market Research, Email Marketing, Asset Managment, Analysis, Digital Marketing, Energy, Competitive Analysis, Strategy, Data Analysis, Business Strategy
Education
The University of Connecticut
MBA, Finance & Management
Rutgers, The State University of New Jersey-New Brunswick
Master of Arts (M.A.), Corporate Communications
Penn State University
Bachelor of Science & Bachelor of Arts, Business Management & Journalism
iCrossing February 2014 - Present
CIT November 2012 - April 2013
IQPC October 2011 - November 2012
UConn School of Business May 2008 - July 2009
ING January 2008 - May 2008
UBS May 2006 - August 2006
Goldman Sachs March 2006 - May 2006
American Express June 2005 - September 2005
Argent Mortgage July 2004 - June 2005
Skills
Marketing Research, Strategic Planning, New Business Development, Analytics, Business Development, Microsoft Office, CRM, Journalism, Writing, Problem Solving, Market Research, Email Marketing, Asset Managment, Analysis, Digital Marketing, Energy, Competitive Analysis, Strategy, Data Analysis, Business Strategy
Education
The University of Connecticut
MBA, Finance & Management
Rutgers, The State University of New Jersey-New Brunswick
Master of Arts (M.A.), Corporate Communications
Penn State University
Bachelor of Science & Bachelor of Arts, Business Management & Journalism
Oleg Gurvits Oleg Gurvits's UBS Experience January 2002 - April 2006
Job Assistant Vice President of Application Development at Guardian Life Insurance
Industry Information Technology and Services
Experience
Guardian Life Insurance May 2010 - Present
Marsh April 2006 - May 2010
UBS January 2002 - April 2006
Revlon October 1999 - January 2002
IBM January 1999 - October 1999
fashionmall.com July 1996 - January 1999
Skills
Enterprise Architecture, Project Management, Budgets, Business Relationship..., Websphere, WebSphere Portal, Vendor Management, IT Strategy, Program Management, Business Analysis, Onshore, Process Improvement, SDLC, Project Portfolio..., Business Intelligence, Risk Management, Change Management, Business Process..., Enterprise Software, Agile Methodologies, CRM, Data Warehousing, IT Management, Organizational..., Business Process, Business Process..., Cross-functional Team..., Business Objects, Integration, Strategic Leadership
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Management
Pace University 1996 — 1999
BS, Computer Science
Guardian Life Insurance May 2010 - Present
Marsh April 2006 - May 2010
UBS January 2002 - April 2006
Revlon October 1999 - January 2002
IBM January 1999 - October 1999
fashionmall.com July 1996 - January 1999
Skills
Enterprise Architecture, Project Management, Budgets, Business Relationship..., Websphere, WebSphere Portal, Vendor Management, IT Strategy, Program Management, Business Analysis, Onshore, Process Improvement, SDLC, Project Portfolio..., Business Intelligence, Risk Management, Change Management, Business Process..., Enterprise Software, Agile Methodologies, CRM, Data Warehousing, IT Management, Organizational..., Business Process, Business Process..., Cross-functional Team..., Business Objects, Integration, Strategic Leadership
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Management
Pace University 1996 — 1999
BS, Computer Science
Austin Ocello's UBS Experience April 2013 - October 2014
Job Business Performance Analyst at Jaguar Land Rover North America, LLC.
Industry Financial Services
Experience
Jaguar Land Rover North America, LLC. October 2014 - Present
UBS Wealth Management October 2010 - Present
UBS April 2013 - October 2014
UBS Wealth Management January 2009 - September 2010
UBS Wealth Management September 2008 - January 2009
Skills
Cognos, LexisNexis, Bloomberg Terminal, Westlaw, Actuate, PeopleSoft, sap, Cash Management, Accounting, Financial Services
Education
UMass Dartmouth 2006 — 2008
MBA, Finance
Penn State University 2002 — 2006
Business
Jaguar Land Rover North America, LLC. October 2014 - Present
UBS Wealth Management October 2010 - Present
UBS April 2013 - October 2014
UBS Wealth Management January 2009 - September 2010
UBS Wealth Management September 2008 - January 2009
Skills
Cognos, LexisNexis, Bloomberg Terminal, Westlaw, Actuate, PeopleSoft, sap, Cash Management, Accounting, Financial Services
Education
UMass Dartmouth 2006 — 2008
MBA, Finance
Penn State University 2002 — 2006
Business
Edward Durkin Edward Durkin's UBS Experience April 2004 - July 2010
Job Navy Chief & Attorney
Industry Military
Experience
US Navy Reserve December 2003 - Present
UBS April 2004 - July 2010
American Stock Exchange February 2002 - April 2004
Skills
Defense, DoD, Military, Security Clearance, Government, Navy, Military Operations, Securities, Military Experience
Education
Penn State University
Bachelor of Arts (B.A.), Political Science and Government
Seton Hall Law School
Doctor of Law (JD)
US Navy Reserve December 2003 - Present
UBS April 2004 - July 2010
American Stock Exchange February 2002 - April 2004
Skills
Defense, DoD, Military, Security Clearance, Government, Navy, Military Operations, Securities, Military Experience
Education
Penn State University
Bachelor of Arts (B.A.), Political Science and Government
Seton Hall Law School
Doctor of Law (JD)
Nancy Kearney's UBS Experience 2006 - 2008
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Credit Suisse November 2011 - Present
Royal Bank of Scotland 2008 - December 2011
UBS 2006 - 2008
Countrywide Bank 2005 - 2006
Consultant 2003 - 2005
GE Capital 1997 - 2003
Skills
Operational Risk, Risk Management, Credit Risk, Market Risk, Portfolio Management, Fixed Income, Credit Analysis, Financial Risk, Strategy, Financial Services, Credit, Due Diligence, Management, Derivatives
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance & International Management
Pace University - Lubin School of Business 1985 — 1988
BBA, Management Information Systems
Morgan Stanley July 2014 - Present
Credit Suisse November 2011 - Present
Royal Bank of Scotland 2008 - December 2011
UBS 2006 - 2008
Countrywide Bank 2005 - 2006
Consultant 2003 - 2005
GE Capital 1997 - 2003
Skills
Operational Risk, Risk Management, Credit Risk, Market Risk, Portfolio Management, Fixed Income, Credit Analysis, Financial Risk, Strategy, Financial Services, Credit, Due Diligence, Management, Derivatives
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance & International Management
Pace University - Lubin School of Business 1985 — 1988
BBA, Management Information Systems
Jed Justiniani Jed Justiniani's UBS Experience November 2008 - July 2009
Job TBD
Industry Hospital & Health Care
Experience
Crate & Barrel November 2010 - February 2011
UBS November 2008 - July 2009
Pret A Manger September 2007 - November 2008
JPMorgan Chase July 2006 - October 2006
Credit Suisse January 2003 - May 2005
Skills
Fixed Income, Finance, Banking, Clinical Chemistry..., Microbiology, Phlebotomy, Gram stain, Options, Commodity, Account Reconciliation, FX Options, Portfolio Management, Financial Accounting, Bloomberg, Investment Banking, Financial Risk, Accounting, Trading, Gram Staining
Education
CUNY Bronx Community College 2012 — 2014
Medical Laboratory Technology, Clinical Laboratory Science/Medical Technology/Technologist, 3.32
Pace University 1996 — 2000
Bachelors Business Administration, Finance
Crate & Barrel November 2010 - February 2011
UBS November 2008 - July 2009
Pret A Manger September 2007 - November 2008
JPMorgan Chase July 2006 - October 2006
Credit Suisse January 2003 - May 2005
Skills
Fixed Income, Finance, Banking, Clinical Chemistry..., Microbiology, Phlebotomy, Gram stain, Options, Commodity, Account Reconciliation, FX Options, Portfolio Management, Financial Accounting, Bloomberg, Investment Banking, Financial Risk, Accounting, Trading, Gram Staining
Education
CUNY Bronx Community College 2012 — 2014
Medical Laboratory Technology, Clinical Laboratory Science/Medical Technology/Technologist, 3.32
Pace University 1996 — 2000
Bachelors Business Administration, Finance
Daniel Hynden's UBS Experience July 2013 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS July 2013 - Present
JPMorgan Chase July 2012 - July 2013
Sabadell Bank & Trust December 2011 - May 2012
UBS Financial Services Inc December 2010 - May 2011
Vector Marketing Co 2009 - 2010
Flint Financial Group Inc 2007 - 2008
Education
Palm Beach Atlantic University 2008 — 2012
Bachelor of Science, Finance
UBS July 2013 - Present
JPMorgan Chase July 2012 - July 2013
Sabadell Bank & Trust December 2011 - May 2012
UBS Financial Services Inc December 2010 - May 2011
Vector Marketing Co 2009 - 2010
Flint Financial Group Inc 2007 - 2008
Education
Palm Beach Atlantic University 2008 — 2012
Bachelor of Science, Finance
George M. Feldman, CFP® George M. Feldman, CFP®'s UBS Experience January 2009 - Present
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch November 1995 - January 2009
Education
Pace University - Lubin School of Business
BBA, Accounting
UBS January 2009 - Present
Merrill Lynch November 1995 - January 2009
Education
Pace University - Lubin School of Business
BBA, Accounting
Rich Camba Rich Camba's UBS Experience 1999 - 2000
Job IT Governance at MTA
Industry Computer Software
Experience
MTA 2007 - Present
JPMorgan Chase 2006 - 2007
Deustche Bank 2004 - 2006
M-Logic 2000 - 2004
UBS 1999 - 2000
Deutsche Bank 1998 - 1999
Smith Barney 1990 - 1998
JP Morgan Chase 1980 - 1990
Paramount Pictures 1975 - 1982
Skills
Budgets, Vendor Management, Recruiting, Management, Project Management, Talent Acquisition, Financial Services
Education
Pace University 1979 — 1987
BA, Finance
Grumman Data Systems Institute 1982 — 1982
MTA 2007 - Present
JPMorgan Chase 2006 - 2007
Deustche Bank 2004 - 2006
M-Logic 2000 - 2004
UBS 1999 - 2000
Deutsche Bank 1998 - 1999
Smith Barney 1990 - 1998
JP Morgan Chase 1980 - 1990
Paramount Pictures 1975 - 1982
Skills
Budgets, Vendor Management, Recruiting, Management, Project Management, Talent Acquisition, Financial Services
Education
Pace University 1979 — 1987
BA, Finance
Grumman Data Systems Institute 1982 — 1982
Subbaiah Maneyapanda Subbaiah Maneyapanda's UBS Experience March 2006 - December 2013
Job Data Management Change Manager
Industry Investment Banking
Experience
GE Capital June 2014 - Present
Morgan Stanley December 2013 - June 2014
UBS March 2006 - December 2013
UBS Investment Bank January 2004 - March 2006
Aventis Pasteur November 2003 - December 2003
Information Builders March 2003 - November 2003
esoftwarehelp June 2002 - December 2002
Pace University September 2000 - August 2002
Talisma June 1999 - July 2000
Skills
Reference Data, Business Requirements, SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, User Acceptance Testing, Agile Methodologies, Software Project..., Visio, Vendor Management, Systems Analysis, Quality Center, Investment Banking, Market Data, Business Process, Waterfall, Project Delivery, Test Planning, Test Management, Fixed Income, Stakeholder Management, Data Migration, Quality Assurance, Functional..., Gap Analysis, Back Office, Project Management, Equities, Capital Markets, Banking
Education
Pace University 2001 — 2003
MS, Information Systems
University of Mysore 1996 — 1999
BBM, Bachelor of Business Management
St Josephs High School 1989 — 1992
GE Capital June 2014 - Present
Morgan Stanley December 2013 - June 2014
UBS March 2006 - December 2013
UBS Investment Bank January 2004 - March 2006
Aventis Pasteur November 2003 - December 2003
Information Builders March 2003 - November 2003
esoftwarehelp June 2002 - December 2002
Pace University September 2000 - August 2002
Talisma June 1999 - July 2000
Skills
Reference Data, Business Requirements, SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, User Acceptance Testing, Agile Methodologies, Software Project..., Visio, Vendor Management, Systems Analysis, Quality Center, Investment Banking, Market Data, Business Process, Waterfall, Project Delivery, Test Planning, Test Management, Fixed Income, Stakeholder Management, Data Migration, Quality Assurance, Functional..., Gap Analysis, Back Office, Project Management, Equities, Capital Markets, Banking
Education
Pace University 2001 — 2003
MS, Information Systems
University of Mysore 1996 — 1999
BBM, Bachelor of Business Management
St Josephs High School 1989 — 1992
Cathy DiBona Cathy DiBona's UBS Experience February 2013 - Present
Job Recruiter
Industry Staffing and Recruiting
Experience
UBS February 2013 - Present
Michael Page - US May 2008 - February 2013
Axion LLC June 2007 - May 2008
Skills
Recruiting, Temporary Placement, Consulting, Information Technology, Permanent Placement, Technical Recruiting, Executive Search, Applicant Tracking..., Internet Recruiting, Talent Acquisition, Benefits Negotiation, Contract Recruitment, Sourcing, Screening Resumes, Temporary Staffing, Staff Augmentation, HR Consulting, Employee Relations, Recruiters, Interviews, Talent Management, IT Recruitment, Recruitment Advertising, Candidate Generation, Screening, Staffing Services, Resume Writing, College Recruiting, Human Resources, Onboarding, Interview Preparation, Graduate Recruitment
Education
Pace University - Lubin School of Business 2003 — 2007
BBA, International Management
UBS February 2013 - Present
Michael Page - US May 2008 - February 2013
Axion LLC June 2007 - May 2008
Skills
Recruiting, Temporary Placement, Consulting, Information Technology, Permanent Placement, Technical Recruiting, Executive Search, Applicant Tracking..., Internet Recruiting, Talent Acquisition, Benefits Negotiation, Contract Recruitment, Sourcing, Screening Resumes, Temporary Staffing, Staff Augmentation, HR Consulting, Employee Relations, Recruiters, Interviews, Talent Management, IT Recruitment, Recruitment Advertising, Candidate Generation, Screening, Staffing Services, Resume Writing, College Recruiting, Human Resources, Onboarding, Interview Preparation, Graduate Recruitment
Education
Pace University - Lubin School of Business 2003 — 2007
BBA, International Management
Beryl Rosenberg's UBS Experience December 2005 - November 2007
Job
Industry Financial Services
Experience
World Business Lenders, LLC June 2015 - Present
J.P. Morgan August 2013 - Present
Ally Financial Inc. September 2011 - Present
Morgan Stanley July 2011 - September 2011
Bank of America November 2010 - April 2011
On Bulb January 2008 - September 2009
UBS December 2005 - November 2007
Deutsche Bank October 2004 - November 2005
Approved Funding November 2002 - October 2004
Skills
Credit Analysis, Portfolio Management, Asset Management, Customer Relations, Trade analysis, Real Estate Financing, Asset Managment, Risk Management, Business Development, Capital Markets, Loans, Trading, Mortgage Lending, Finance, Valuation, Funding, Fixed Income, Due Diligence, Loan Origination, Financial Modeling, Financial Services, Negotiation, Customer Service, Analysis, Banking, Business Analysis, Corporate Finance, Credit
Education
Pace University - Lubin School of Business 1999 — 2003
MBA, Investment Management
Touro College
Bachelor of Science, Finance
World Business Lenders, LLC June 2015 - Present
J.P. Morgan August 2013 - Present
Ally Financial Inc. September 2011 - Present
Morgan Stanley July 2011 - September 2011
Bank of America November 2010 - April 2011
On Bulb January 2008 - September 2009
UBS December 2005 - November 2007
Deutsche Bank October 2004 - November 2005
Approved Funding November 2002 - October 2004
Skills
Credit Analysis, Portfolio Management, Asset Management, Customer Relations, Trade analysis, Real Estate Financing, Asset Managment, Risk Management, Business Development, Capital Markets, Loans, Trading, Mortgage Lending, Finance, Valuation, Funding, Fixed Income, Due Diligence, Loan Origination, Financial Modeling, Financial Services, Negotiation, Customer Service, Analysis, Banking, Business Analysis, Corporate Finance, Credit
Education
Pace University - Lubin School of Business 1999 — 2003
MBA, Investment Management
Touro College
Bachelor of Science, Finance
Leon Kirshtein's UBS Experience September 2009 - May 2010
Job IT Business Analyst
Industry Investment Banking
Experience
Mizuho Bank, Ltd. - Americas Division November 2014 - Present
John Dunham and Associates January 2008 - Present
Halcyon Asset Management April 2013 - May 2014
Nomura Securities February 2011 - March 2013
Chiron Business Solutions July 2009 - December 2012
Citi Group May 2010 - January 2011
UBS September 2009 - May 2010
NYC FISA May 2009 - September 2009
Barclays Capital April 2006 - December 2008
JPMorgan Chase May 2004 - April 2006
Skills
VBA, Fixed Income, Derivatives, Microsoft SQL Server, Business Analysis, Requirements Analysis, Program Management, Equities, Project Management, Databases, Portfolio Management, SDLC, Leadership, Vendor Management, PMP, SQL
Education
Fairleigh Dickinson University-Metropolitan Campus 1990 — 1991
MBA
Fairleigh Dickinson University-Metropolitan Campus 1987 — 1990
BS
Penn State University 1981 — 1986
Mizuho Bank, Ltd. - Americas Division November 2014 - Present
John Dunham and Associates January 2008 - Present
Halcyon Asset Management April 2013 - May 2014
Nomura Securities February 2011 - March 2013
Chiron Business Solutions July 2009 - December 2012
Citi Group May 2010 - January 2011
UBS September 2009 - May 2010
NYC FISA May 2009 - September 2009
Barclays Capital April 2006 - December 2008
JPMorgan Chase May 2004 - April 2006
Skills
VBA, Fixed Income, Derivatives, Microsoft SQL Server, Business Analysis, Requirements Analysis, Program Management, Equities, Project Management, Databases, Portfolio Management, SDLC, Leadership, Vendor Management, PMP, SQL
Education
Fairleigh Dickinson University-Metropolitan Campus 1990 — 1991
MBA
Fairleigh Dickinson University-Metropolitan Campus 1987 — 1990
BS
Penn State University 1981 — 1986
Jodie Wehner, CFA, CPA's UBS Experience 2002 - 2004
Job Finance and Strategy Consultant
Industry Management Consulting
Experience
Mallinckrodt Pharmaceuticals 2015 - Present
Ivylla 2012 - 2014
China Linen Inc. 2010 - 2012
Global Hunter Securities 2008 - 2009
CIBC World Markets 2005 - 2007
UBS 2002 - 2004
Morgan Stanley June 2001 - August 2001
Eli Lilly and Company 1993 - 2001
Skills
Entrepreneurship, Business Development, Valuation, Financial Modeling, Strategy, Mergers & Acquisitions, Emerging Markets, Capital Markets, Financial Analysis, Strategic Financial..., Market Analysis, Forecasting, Market Planning, Financial Reporting, Cross-functional Team..., Investment Research, IPO, Investor Relations
Education
The University of Chicago - Booth School of Business 2000 — 2002
Master of Business Administration (MBA)
Peking University, Medical School 1989 — 1993
Bachelor's Degree
Mallinckrodt Pharmaceuticals 2015 - Present
Ivylla 2012 - 2014
China Linen Inc. 2010 - 2012
Global Hunter Securities 2008 - 2009
CIBC World Markets 2005 - 2007
UBS 2002 - 2004
Morgan Stanley June 2001 - August 2001
Eli Lilly and Company 1993 - 2001
Skills
Entrepreneurship, Business Development, Valuation, Financial Modeling, Strategy, Mergers & Acquisitions, Emerging Markets, Capital Markets, Financial Analysis, Strategic Financial..., Market Analysis, Forecasting, Market Planning, Financial Reporting, Cross-functional Team..., Investment Research, IPO, Investor Relations
Education
The University of Chicago - Booth School of Business 2000 — 2002
Master of Business Administration (MBA)
Peking University, Medical School 1989 — 1993
Bachelor's Degree
Vincent Rosalia's UBS Experience August 2007 - December 2008
Job Senior Consultant
Industry Financial Services
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.) February 2011 - Present
Rosalia & Associates, LLC August 2003 - Present
Wells Fargo Wealth Management April 2010 - February 2011
Financial Industry Technical Services, Inc. (FITS-Inc.) January 2004 - April 2010
Computer Research, Inc. January 2009 - December 2009
UBS August 2007 - December 2008
Municipal Mortgage & Equity, LLC May 2007 - July 2007
Fannie Mae July 2005 - February 2007
Regions Bank February 2005 - May 2005
H.D. Vest Financial Services December 2003 - July 2004
Skills
Equities, Series 7, Strategic Planning, Competitive Analysis, Integration, Risk Assessment, Product Development, Leadership Development, Compliance Regulations, Risk Management, Securities, Financial Services, Mutual Funds, Asset Managment, Back Office, Due Diligence, Fixed Income, Financial Analysis, Financial Risk, Leadership, Process Improvement, Portfolio Management, Financial Reporting, Derivatives, Analysis, Finance, Capital Markets, Trading, Mergers & Acquisitions, Banking, Bonds, Business Analysis, Business Process..., Corporate Actions, Financial Advisory, Operational Risk, Options, Relationship Management, Trading Systems, Asset Management
Education
Pace University
M.B.A, Finance
Financial Industry Technical Services, Inc. (FITS-Inc.) February 2011 - Present
Rosalia & Associates, LLC August 2003 - Present
Wells Fargo Wealth Management April 2010 - February 2011
Financial Industry Technical Services, Inc. (FITS-Inc.) January 2004 - April 2010
Computer Research, Inc. January 2009 - December 2009
UBS August 2007 - December 2008
Municipal Mortgage & Equity, LLC May 2007 - July 2007
Fannie Mae July 2005 - February 2007
Regions Bank February 2005 - May 2005
H.D. Vest Financial Services December 2003 - July 2004
Skills
Equities, Series 7, Strategic Planning, Competitive Analysis, Integration, Risk Assessment, Product Development, Leadership Development, Compliance Regulations, Risk Management, Securities, Financial Services, Mutual Funds, Asset Managment, Back Office, Due Diligence, Fixed Income, Financial Analysis, Financial Risk, Leadership, Process Improvement, Portfolio Management, Financial Reporting, Derivatives, Analysis, Finance, Capital Markets, Trading, Mergers & Acquisitions, Banking, Bonds, Business Analysis, Business Process..., Corporate Actions, Financial Advisory, Operational Risk, Options, Relationship Management, Trading Systems, Asset Management
Education
Pace University
M.B.A, Finance
Lenny Lagdamen's UBS Experience August 1997 - October 1998
Job Incident Manager at Altisource
Industry Financial Services
Experience
SAZL Solutions February 2009 - Present
Altisource April 2014 - December 2014
Credit Suisse June 2011 - October 2012
Credit Suisse Asset Management January 2004 - December 2008
Deutsche Bank / Zurich Scudder Investments June 1999 - June 2002
As Prescribed Inc. May 1997 - May 1999
UBS August 1997 - October 1998
Skills
Market Data, Fixed Income, Asset Managment, Disaster Recovery, Hedge Funds, Technical Support, Asset Management, Equities, Bloomberg, Trading Systems, Business Analysis, Vendor Management, Electronic Trading, Derivatives, Investment Banking, Capital Markets, Portfolio Management, Financial Services
Education
Pace University 1990 — 1995
SAZL Solutions February 2009 - Present
Altisource April 2014 - December 2014
Credit Suisse June 2011 - October 2012
Credit Suisse Asset Management January 2004 - December 2008
Deutsche Bank / Zurich Scudder Investments June 1999 - June 2002
As Prescribed Inc. May 1997 - May 1999
UBS August 1997 - October 1998
Skills
Market Data, Fixed Income, Asset Managment, Disaster Recovery, Hedge Funds, Technical Support, Asset Management, Equities, Bloomberg, Trading Systems, Business Analysis, Vendor Management, Electronic Trading, Derivatives, Investment Banking, Capital Markets, Portfolio Management, Financial Services
Education
Pace University 1990 — 1995
Deborah Farber Winitch's UBS Experience 2000 - 2002
Job Manager, Talent Acquisition at BASF
Industry Chemicals
Experience
BASF April 2014 - Present
BASF, The Chemical Company 2006 - Present
BASF January 2012 - April 2014
Morgan Stanley August 2002 - January 2006
UBS 2000 - 2002
Skills
Talent Acquisition, Employee Relations, Onboarding, Applicant Tracking..., Talent Management, Sourcing, Labor Relations, Executive Search, Hiring, Negotiation, Recruiting, Succession Planning, HR Consulting, Change Management, Organizational..., Training, HR Policies, Personnel Management, New Hire Orientations, Interviews, Employee Engagement, Human Resources, Management, Internet Recruiting, Workforce Planning, Technical Recruiting, Employment Law, Vendor Management, Leadership Development, Process Improvement, Strategy, Leadership, Performance Management, Taleo
Education
Penn State University 1994 — 1998
BASF April 2014 - Present
BASF, The Chemical Company 2006 - Present
BASF January 2012 - April 2014
Morgan Stanley August 2002 - January 2006
UBS 2000 - 2002
Skills
Talent Acquisition, Employee Relations, Onboarding, Applicant Tracking..., Talent Management, Sourcing, Labor Relations, Executive Search, Hiring, Negotiation, Recruiting, Succession Planning, HR Consulting, Change Management, Organizational..., Training, HR Policies, Personnel Management, New Hire Orientations, Interviews, Employee Engagement, Human Resources, Management, Internet Recruiting, Workforce Planning, Technical Recruiting, Employment Law, Vendor Management, Leadership Development, Process Improvement, Strategy, Leadership, Performance Management, Taleo
Education
Penn State University 1994 — 1998
Jan Levine's UBS Experience 2004 - 2007
Job Royal Bank of Scotland Audit Director Functions including Conduct and Prudential Risk, Finance/Treasury/HR
Industry Financial Services
Experience
Royal Bank of Scotland July 2014 - Present
Hockeybuzz 2005 - Present
Rotowire August 2002 - Present
Roto Sports, Inc. 2002 - Present
Royal Bank of Scotland July 2013 - June 2014
Royal Bank of Scotland April 2012 - June 2013
Jefferson Wells July 2011 - April 2012
Barclays Capital October 2007 - June 2011
Baseball Digest Daily 2006 - 2008
UBS 2004 - 2007
Skills
Risk Management, Auditing, Internal Audit, Financial Modeling, Financial Services, Financial Analysis
Education
Pace University - Lubin School of Business 1996 — 2000
MBA, Investment Finance
Yeshiva University 1985 — 1990
Bachelor of Science, Accounting
Royal Bank of Scotland July 2014 - Present
Hockeybuzz 2005 - Present
Rotowire August 2002 - Present
Roto Sports, Inc. 2002 - Present
Royal Bank of Scotland July 2013 - June 2014
Royal Bank of Scotland April 2012 - June 2013
Jefferson Wells July 2011 - April 2012
Barclays Capital October 2007 - June 2011
Baseball Digest Daily 2006 - 2008
UBS 2004 - 2007
Skills
Risk Management, Auditing, Internal Audit, Financial Modeling, Financial Services, Financial Analysis
Education
Pace University - Lubin School of Business 1996 — 2000
MBA, Investment Finance
Yeshiva University 1985 — 1990
Bachelor of Science, Accounting
Chris Reinhardt's UBS Experience May 2010 - September 2011
Job Director at CME Group
Industry Financial Services
Experience
CME Group April 2011 - Present
UBS May 2010 - September 2011
New York Mercantile Exchange July 2005 - November 2010
CME Group January 2009 - May 2010
Education
Penn State University 1998 — 2002
CME Group April 2011 - Present
UBS May 2010 - September 2011
New York Mercantile Exchange July 2005 - November 2010
CME Group January 2009 - May 2010
Education
Penn State University 1998 — 2002
Robyn Heller Lifland's UBS Experience April 2004 - March 2006
Job Principal
Industry Real Estate
Experience
Repeater Communications Group March 2012 - Present
Zimland Holdings LLC March 2012 - Present
S&P Capital IQ March 2006 - May 2012
UBS April 2004 - March 2006
UBS November 2002 - April 2004
CrossBorder Solutions August 1999 - September 2002
EcoSmart July 1997 - August 1999
Skills
Equities, Capital Markets, Fixed Income, Securities, Leadership, Asset Management, Valuation, Bloomberg, Marketing, Investment Banking, Financial Modeling, Derivatives, Trading, Portfolio Management, Hedge Funds, Financial Services, Financial Markets, Alternative Investments, Investments
Education
Penn State University 1993 — 1997
BS
Repeater Communications Group March 2012 - Present
Zimland Holdings LLC March 2012 - Present
S&P Capital IQ March 2006 - May 2012
UBS April 2004 - March 2006
UBS November 2002 - April 2004
CrossBorder Solutions August 1999 - September 2002
EcoSmart July 1997 - August 1999
Skills
Equities, Capital Markets, Fixed Income, Securities, Leadership, Asset Management, Valuation, Bloomberg, Marketing, Investment Banking, Financial Modeling, Derivatives, Trading, Portfolio Management, Hedge Funds, Financial Services, Financial Markets, Alternative Investments, Investments
Education
Penn State University 1993 — 1997
BS
Olena Shpanko's UBS Experience Associate DirectorUBS Wealth Management2007 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS Associate DirectorUBS Wealth Management2007 - Present
UBS Financial Services, Inc 2002 - Present
Education
Pace University 2002 — 2005
MBA, Financial Management
Pace University - Lubin School of Business 2002 — 2005
MBA, Financial Management
UBS Associate DirectorUBS Wealth Management2007 - Present
UBS Financial Services, Inc 2002 - Present
Education
Pace University 2002 — 2005
MBA, Financial Management
Pace University - Lubin School of Business 2002 — 2005
MBA, Financial Management
Marisa Angebranndt's UBS Experience June 2002 - March 2006
Job Executive Assistant at Russell Reynolds Associates
Industry Consumer Goods
Experience
Russell Reynolds Associates September 2015 - Present
Toddy Gear, Inc. February 2013 - July 2015
WannaHavaCookie Inc. March 2008 - February 2013
Dillon Read Capital Management / UBS AG February 2007 - March 2008
American College Marketing April 2006 - February 2007
UBS June 2002 - March 2006
Deutsche Bank March 2000 - May 2002
Skills
Administrative Support, Customer Relations, Event Planning, Excel, Event Management, Leadership, Public Speaking, Management, Marketing Strategy, Marketing, Administrative..., Microsoft Excel, Press Releases, Social Networking, Customer Service, Administrative..., Outlook, Strategy
Education
Palm Beach Atlantic University 1994 — 1998
Bachelor of Arts (B.A.), International Business Communications, 3.5 GPA (cum laude)
Russell Reynolds Associates September 2015 - Present
Toddy Gear, Inc. February 2013 - July 2015
WannaHavaCookie Inc. March 2008 - February 2013
Dillon Read Capital Management / UBS AG February 2007 - March 2008
American College Marketing April 2006 - February 2007
UBS June 2002 - March 2006
Deutsche Bank March 2000 - May 2002
Skills
Administrative Support, Customer Relations, Event Planning, Excel, Event Management, Leadership, Public Speaking, Management, Marketing Strategy, Marketing, Administrative..., Microsoft Excel, Press Releases, Social Networking, Customer Service, Administrative..., Outlook, Strategy
Education
Palm Beach Atlantic University 1994 — 1998
Bachelor of Arts (B.A.), International Business Communications, 3.5 GPA (cum laude)
Danielle Spangler's UBS Experience September 2006 - January 2008
Job Investor Relations
Industry Financial Services
Experience
Neuralstem, Inc. October 2014 - Present
The Trout Group November 2009 - June 2013
Stratton Capital Management 2007 - 2009
UBS September 2006 - January 2008
Skills
Financial Modeling, Investment Banking, Investor Relations, Valuation, Venture Capital, Due Diligence, Equities, Private Equity, Mergers & Acquisitions, Hedge Funds, Capital Markets, Corporate Development, IPO, Start-ups, Investments
Education
Penn State University 2001 — 2005
Bachelor of Science (B.S.), Economics
Neuralstem, Inc. October 2014 - Present
The Trout Group November 2009 - June 2013
Stratton Capital Management 2007 - 2009
UBS September 2006 - January 2008
Skills
Financial Modeling, Investment Banking, Investor Relations, Valuation, Venture Capital, Due Diligence, Equities, Private Equity, Mergers & Acquisitions, Hedge Funds, Capital Markets, Corporate Development, IPO, Start-ups, Investments
Education
Penn State University 2001 — 2005
Bachelor of Science (B.S.), Economics
Nancy Bagli's UBS Experience December 1997 - July 2011
Job Senior Operational Risk Manager at Guardian Life Insurance
Industry Financial Services
Experience
Guardian Life Insurance Company December 2012 - Present
Deutsche Bank November 2011 - June 2012
St. Anthony School 2010 - June 2012
UBS December 1997 - July 2011
New York Daily News 1994 - 1997
AXA (Equitable Life Assurance Company) 1991 - 1994
Skills
Risk Management, Business Analysis, IT Strategy, Process Improvement, Management Consulting, Operational Risk..., Project Planning, Budgets, Project Management, Leadership, Vendor Management, Strategy, Financial Risk, Management, Business Process..., Governance, Project Portfolio..., Outsourcing, Information Technology, ITIL
Education
Stevens Institute of Technology 2005 — 2012
MSIS, Information Systems, Engineering, Entrepreneurship
Pace University - Lubin School of Business 1990 — 1995
BBA, Information Systems
Guardian Life Insurance Company December 2012 - Present
Deutsche Bank November 2011 - June 2012
St. Anthony School 2010 - June 2012
UBS December 1997 - July 2011
New York Daily News 1994 - 1997
AXA (Equitable Life Assurance Company) 1991 - 1994
Skills
Risk Management, Business Analysis, IT Strategy, Process Improvement, Management Consulting, Operational Risk..., Project Planning, Budgets, Project Management, Leadership, Vendor Management, Strategy, Financial Risk, Management, Business Process..., Governance, Project Portfolio..., Outsourcing, Information Technology, ITIL
Education
Stevens Institute of Technology 2005 — 2012
MSIS, Information Systems, Engineering, Entrepreneurship
Pace University - Lubin School of Business 1990 — 1995
BBA, Information Systems
Kim Faulcon's UBS Experience 1994 - 2001
Job Director of Telecommunications at SIUH
Industry Hospital & Health Care
Experience
Staten Island University Hospital 2002 - Present
UBS 1994 - 2001
Education
Pace University 1993 — 1998
Masters of Science, Telecommunications Analysis
Staten Island University Hospital 2002 - Present
UBS 1994 - 2001
Education
Pace University 1993 — 1998
Masters of Science, Telecommunications Analysis
Lisa Samuel Hamilton, PMP's UBS Experience January 2009 - April 2009
Job Enterprise Program Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae July 2014 - Present
Fannie Mae February 2010 - July 2014
UBS January 2009 - April 2009
Credit Suisse June 2006 - September 2007
Citigroup 2001 - 2006
Citigroup 1999 - 2001
Citi Smith Barney 1996 - 1999
Skills
Leadership, Strategic Planning, Management, Project Management, Customer Service, Project Planning, Philanthropy, Risk Management, Finance, Financial Analysis, Corporate Actions, Securities, Portfolio Management, Business Analysis, Banking, Equities, Series 7, Time Management, Relationship Management, Customer Relations, Problem Solving, Financial Services
Education
Pace University - Lubin School of Business 1992 — 1996
BS
Avtech Institute of Technology
Certificate
State College
Fannie Mae July 2014 - Present
Fannie Mae February 2010 - July 2014
UBS January 2009 - April 2009
Credit Suisse June 2006 - September 2007
Citigroup 2001 - 2006
Citigroup 1999 - 2001
Citi Smith Barney 1996 - 1999
Skills
Leadership, Strategic Planning, Management, Project Management, Customer Service, Project Planning, Philanthropy, Risk Management, Finance, Financial Analysis, Corporate Actions, Securities, Portfolio Management, Business Analysis, Banking, Equities, Series 7, Time Management, Relationship Management, Customer Relations, Problem Solving, Financial Services
Education
Pace University - Lubin School of Business 1992 — 1996
BS
Avtech Institute of Technology
Certificate
State College
David Marcus, CFA's UBS Experience February 2009 - October 2009
Job Vice President at Merrill Lynch Global Wealth Management
Industry Internet
Experience
Merrill Lynch Global Wealth Management September 2009 - Present
UBS February 2009 - October 2009
Cyber Financial Network, Inc. April 1999 - December 2007
MONY Group August 1997 - April 1999
Merrill Lynch 1990 - 1997
Education
Pace University - Lubin School of Business
BA, Accounting
St. John's University, The Peter J. Tobin College of Business
MBA, Finance
Merrill Lynch Global Wealth Management September 2009 - Present
UBS February 2009 - October 2009
Cyber Financial Network, Inc. April 1999 - December 2007
MONY Group August 1997 - April 1999
Merrill Lynch 1990 - 1997
Education
Pace University - Lubin School of Business
BA, Accounting
St. John's University, The Peter J. Tobin College of Business
MBA, Finance
Anthony Chiaverini's UBS Experience February 2002 - October 2009
Job Vice President at 50 South Capital
Industry Financial Services
Experience
50 South Capital (a sub. of Northern Trust Co.) August 2011 - Present
Bank of America September 2010 - August 2011
UBS February 2002 - October 2009
JP Morgan July 1999 - February 2002
Skills
Derivatives, Hedge Funds, Prime Brokerage
Education
Pace University - Lubin School of Business 1991 — 1995
BBA, Accounting
50 South Capital (a sub. of Northern Trust Co.) August 2011 - Present
Bank of America September 2010 - August 2011
UBS February 2002 - October 2009
JP Morgan July 1999 - February 2002
Skills
Derivatives, Hedge Funds, Prime Brokerage
Education
Pace University - Lubin School of Business 1991 — 1995
BBA, Accounting
Brandon Epperson's UBS Experience 2004 - 2009
Job Sr. Business Analyst at Plaster Group, LLC
Industry Nonprofit Organization Management
Experience
Plaster Group, LLC January 2015 - Present
MedImpact January 2013 - July 2014
JP Morgan March 2010 - September 2012
Oak Leaf Group June 2009 - March 2010
UBS 2004 - 2009
ARUP Laboratories August 2000 - August 2003
Skills
business analysis, compliance, Derivatives, Fixed Income, Capital Markets, Investment Banking, Middle Office, Equities, Business Requirements, Gap Analysis, Hedge Funds, Securities, Back Office, Risk Management, Requirements Gathering, Securities Lending, FX Options, AML, SDLC, Requirements Analysis, Data Analysis, Software Documentation, Operational Risk, Business Analysis
Education
Pace University School of Law 2003 — 2006
Doctor of Law (JD), Law
University of Utah - David Eccles School of Business 2000 — 2003
Bachelor of Arts (B.A.), Finance, Portuguese
Jordan High 1995 — 1997
General Studies
Plaster Group, LLC January 2015 - Present
MedImpact January 2013 - July 2014
JP Morgan March 2010 - September 2012
Oak Leaf Group June 2009 - March 2010
UBS 2004 - 2009
ARUP Laboratories August 2000 - August 2003
Skills
business analysis, compliance, Derivatives, Fixed Income, Capital Markets, Investment Banking, Middle Office, Equities, Business Requirements, Gap Analysis, Hedge Funds, Securities, Back Office, Risk Management, Requirements Gathering, Securities Lending, FX Options, AML, SDLC, Requirements Analysis, Data Analysis, Software Documentation, Operational Risk, Business Analysis
Education
Pace University School of Law 2003 — 2006
Doctor of Law (JD), Law
University of Utah - David Eccles School of Business 2000 — 2003
Bachelor of Arts (B.A.), Finance, Portuguese
Jordan High 1995 — 1997
General Studies
Wil Saint's UBS Experience October 1998 - October 2005
Job VP at Royal Bank of Scotland Group
Industry Financial Services
Experience
Royal Bank of Scotland Group November 2005 - Present
UBS October 1998 - October 2005
General Re Financial Products Corporation 1996 - 1998
citibank September 1990 - October 1996
Skills
Hold Series 7, Banking, Operational Risk, Back Office, Investment Banking, Financial Institutions, FX Options, Financial Risk, KYC, Portfolio Management, Credit Derivatives, Fixed Income, Derivatives, Capital Markets, Market Risk, Operational Risk..., Credit, Cash Management, Risk Management, Financial Markets, Payments
Education
University of Pennsylvania - The Wharton School 2015 — 2015
certificate (intro to accounting, online), accounting, A
Pace University - Lubin School of Business 2014 — 2015
graduated PACE’s Certified Compliance and Regulatory Professional (CCRP®) Program, Bank compliance and regulation
Western Connecticut State University 1978 — 1982
Bachelor's degree, Education
Stamford High School 1973 — 1977
FINRA
Series 7, Series 7
Royal Bank of Scotland Group November 2005 - Present
UBS October 1998 - October 2005
General Re Financial Products Corporation 1996 - 1998
citibank September 1990 - October 1996
Skills
Hold Series 7, Banking, Operational Risk, Back Office, Investment Banking, Financial Institutions, FX Options, Financial Risk, KYC, Portfolio Management, Credit Derivatives, Fixed Income, Derivatives, Capital Markets, Market Risk, Operational Risk..., Credit, Cash Management, Risk Management, Financial Markets, Payments
Education
University of Pennsylvania - The Wharton School 2015 — 2015
certificate (intro to accounting, online), accounting, A
Pace University - Lubin School of Business 2014 — 2015
graduated PACE’s Certified Compliance and Regulatory Professional (CCRP®) Program, Bank compliance and regulation
Western Connecticut State University 1978 — 1982
Bachelor's degree, Education
Stamford High School 1973 — 1977
FINRA
Series 7, Series 7
Jeff Sarkin's UBS Experience July 2011 - Present
Job Senior Vice PresidentInvestments at UBS
Industry Financial Services
Experience
UBS July 2011 - Present
C.E.O. Golf LLC November 2008 - Present
Oppenheimer & Co February 2004 - July 2011
Oppenheimer & Co 2004 - 2011
Skills
Strategic Planning, Marketing, Sales, Team Building, Management, Customer Service, Budgets, Leadership, Marketing Strategy, Sales Management
Education
Pace University 1969 — 1973
BBA
UBS July 2011 - Present
C.E.O. Golf LLC November 2008 - Present
Oppenheimer & Co February 2004 - July 2011
Oppenheimer & Co 2004 - 2011
Skills
Strategic Planning, Marketing, Sales, Team Building, Management, Customer Service, Budgets, Leadership, Marketing Strategy, Sales Management
Education
Pace University 1969 — 1973
BBA
Christina Moriarty, PMP, CSSGB, ITILv3's UBS Experience September 2002 - October 2008
Job PMO/Operations Manager
Industry Information Technology and Services
Experience
The Depository Trust & Clearing Corporation January 2014 - Present
Contractor @ Randstad Technologies US May 2012 - December 2013
New York Air Brake November 2011 - April 2012
Marsh & McLennan Companies, Inc. November 2008 - June 2011
UBS September 2002 - October 2008
Arthur Andersen Business Consulting September 2000 - October 2001
Conde Nast September 1999 - September 2000
Skills
Servers, Storage, Cisco Technologies, Vendor Management, Data Center, PMP, PMO, SDLC, Project Management, Visio, MS Project, IT Management, Infrastructure, Change Management, ITIL v3 Foundations..., MS Project Server, SharePoint, CA Service Desk, F5 BigIP, IT Operations, Manage Client..., CA Clarity, Microsoft Office, Release Management, Unix, Agile Methodologies, Project Delivery, Software Project..., Project Engineering, Integration, IT Strategy, Information Technology, System Deployment, Operating Systems, Requirements Gathering, Resource Management, Leadership, Business Requirements, ITIL Certified, IT Infrastructure..., Certified Project..., Stakeholder Management, Six Sigma, Microsoft Project
Education
Pace University - Lubin School of Business
Bachelor of Business Administration, Management Information Systems
The Depository Trust & Clearing Corporation January 2014 - Present
Contractor @ Randstad Technologies US May 2012 - December 2013
New York Air Brake November 2011 - April 2012
Marsh & McLennan Companies, Inc. November 2008 - June 2011
UBS September 2002 - October 2008
Arthur Andersen Business Consulting September 2000 - October 2001
Conde Nast September 1999 - September 2000
Skills
Servers, Storage, Cisco Technologies, Vendor Management, Data Center, PMP, PMO, SDLC, Project Management, Visio, MS Project, IT Management, Infrastructure, Change Management, ITIL v3 Foundations..., MS Project Server, SharePoint, CA Service Desk, F5 BigIP, IT Operations, Manage Client..., CA Clarity, Microsoft Office, Release Management, Unix, Agile Methodologies, Project Delivery, Software Project..., Project Engineering, Integration, IT Strategy, Information Technology, System Deployment, Operating Systems, Requirements Gathering, Resource Management, Leadership, Business Requirements, ITIL Certified, IT Infrastructure..., Certified Project..., Stakeholder Management, Six Sigma, Microsoft Project
Education
Pace University - Lubin School of Business
Bachelor of Business Administration, Management Information Systems
Jordan Brand's UBS Experience February 2012 - Present
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS February 2012 - Present
Morgan Stanley February 2008 - February 2012
Skills
Financial Planning
Education
Pace University School of Law 1987 — 1990
JD
University of Maryland College Park 1984 — 1986
BS, Economics
UBS February 2012 - Present
Morgan Stanley February 2008 - February 2012
Skills
Financial Planning
Education
Pace University School of Law 1987 — 1990
JD
University of Maryland College Park 1984 — 1986
BS, Economics
Gopinath Tatachar's UBS Experience August 2006 - July 2008
Job Global Head of Engineering & Operations
Industry Financial Services
Experience
BNY Mellon November 2013 - Present
NYU Langone Medical Center August 2011 - September 2013
Goldman Sachs August 2009 - August 2011
UBS Wealth Management, NJ August 2008 - September 2009
UBS August 2006 - July 2008
UBS Wealth Management June 2005 - July 2006
UBS March 2003 - June 2005
Credit Suisse 1996 - 2003
Goldman Sachs January 1994 - May 1995
Nynex Science & Technology Center April 1992 - December 1993
Skills
Vendor Management, IT Service Management, Program Management, Management, IT Operations, Service Delivery, ITIL, Project Management, IT Strategy, Networking, Enterprise Architecture, Integration, Disaster Recovery, IT Management, SDLC, Process Improvement, Leadership, Incident Management, Business Analysis, System Administration, Data Center, Infrastructure, Project Portfolio..., Information Security, Information Technology, PMP, PMO, Outsourcing, Business Continuity, Cloud Computing
Education
Pace University-Pleasantville/Briarcliff Campus
MS, Computer Science
University of Mysore
BE, Engineering
BNY Mellon November 2013 - Present
NYU Langone Medical Center August 2011 - September 2013
Goldman Sachs August 2009 - August 2011
UBS Wealth Management, NJ August 2008 - September 2009
UBS August 2006 - July 2008
UBS Wealth Management June 2005 - July 2006
UBS March 2003 - June 2005
Credit Suisse 1996 - 2003
Goldman Sachs January 1994 - May 1995
Nynex Science & Technology Center April 1992 - December 1993
Skills
Vendor Management, IT Service Management, Program Management, Management, IT Operations, Service Delivery, ITIL, Project Management, IT Strategy, Networking, Enterprise Architecture, Integration, Disaster Recovery, IT Management, SDLC, Process Improvement, Leadership, Incident Management, Business Analysis, System Administration, Data Center, Infrastructure, Project Portfolio..., Information Security, Information Technology, PMP, PMO, Outsourcing, Business Continuity, Cloud Computing
Education
Pace University-Pleasantville/Briarcliff Campus
MS, Computer Science
University of Mysore
BE, Engineering
Luis Guerreiro's UBS Experience August 1981 - June 1998
Job Director at Citibank
Industry Banking
Experience
Citi 1998 - Present
UBS August 1981 - June 1998
Skills
Disaster Recovery, Data Center, Business Continuity, Management, Program Management, Change Management, Information Security, Enterprise Architecture, System Administration, Governance, Banking, CRM, Financial Risk, Risk Management, Business Analysis, Information Technology, Vendor Management, Leadership, Risk Assessment
Education
Stevens Institute of Technology 2004 — 2006
Master of Science (MS), Information Technology
Fairleigh Dickinson University-Metropolitan Campus 1993 — 1995
MBA, Business Administration, Management and Operations
Pace University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Citi 1998 - Present
UBS August 1981 - June 1998
Skills
Disaster Recovery, Data Center, Business Continuity, Management, Program Management, Change Management, Information Security, Enterprise Architecture, System Administration, Governance, Banking, CRM, Financial Risk, Risk Management, Business Analysis, Information Technology, Vendor Management, Leadership, Risk Assessment
Education
Stevens Institute of Technology 2004 — 2006
Master of Science (MS), Information Technology
Fairleigh Dickinson University-Metropolitan Campus 1993 — 1995
MBA, Business Administration, Management and Operations
Pace University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Anthony Chiaverini's UBS Experience 2004 - Present
Job Hedge Fund Credit Risk Mgmt. at UBS Investment Bank
Industry Financial Services
Experience
UBS 2004 - Present
JP Morgan July 1999 - February 2002
Education
Pace University - Lubin School of Business 1992 — 1995
BBA, Accounting
UBS 2004 - Present
JP Morgan July 1999 - February 2002
Education
Pace University - Lubin School of Business 1992 — 1995
BBA, Accounting
Shari Chiarulli's UBS Experience July 2010 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS July 2010 - Present
Morgan Stanley Smith Barney June 2009 - March 2010
Smith Barney 2006 - June 2009
Citi 2006 - June 2009
Prudential 1990 - 2006
Prudential Securities 1990 - 2006
prudential investments 1990 - 2006
Prudential Financial 1990 - 2006
Drexel Burnham Lambert 1978 - 1989
Education
Pace University - Lubin School of Business 1977 — 1981
UBS July 2010 - Present
Morgan Stanley Smith Barney June 2009 - March 2010
Smith Barney 2006 - June 2009
Citi 2006 - June 2009
Prudential 1990 - 2006
Prudential Securities 1990 - 2006
prudential investments 1990 - 2006
Prudential Financial 1990 - 2006
Drexel Burnham Lambert 1978 - 1989
Education
Pace University - Lubin School of Business 1977 — 1981
David Eickmeyer, CRX's UBS Experience April 1999 - September 2002
Job Asset Manager at American Continental Properties, LLC
Industry Real Estate
Experience
American Continental Properties, LLC September 2011 - Present
Thor Equities 2006 - 2011
Cushman & Wakefield 2003 - 2006
UBS April 1999 - September 2002
Skills
Real Estate Economics, Real Estate, Real Estate Development, Disposition, Real Estate Transactions, Property Management, Corporate Real Estate, Commercial Real Estate, Due Diligence, Leases, Real Estate Financing, Lease Administration, Valuation, Acquisitions, Financial Analysis, Investment Properties, Financial Modeling, Investments, Brokerage, Lease Negotiations, Asset Managment, Finance, Private Equity, Shopping Centers, Tenant, Location Intelligence, Portfolio Management, Commercial Leasing, Entitlements, Landlords, Dispositions, Asset Management, Management, Contract Negotiation, Budgets, Negotiation
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
Master of Business Administration (MBA), Finance with Real Estate Concentration
Penn State University 1993 — 1997
Finance, Real Estate, Finance, Economics
New Milford High School
American Continental Properties, LLC September 2011 - Present
Thor Equities 2006 - 2011
Cushman & Wakefield 2003 - 2006
UBS April 1999 - September 2002
Skills
Real Estate Economics, Real Estate, Real Estate Development, Disposition, Real Estate Transactions, Property Management, Corporate Real Estate, Commercial Real Estate, Due Diligence, Leases, Real Estate Financing, Lease Administration, Valuation, Acquisitions, Financial Analysis, Investment Properties, Financial Modeling, Investments, Brokerage, Lease Negotiations, Asset Managment, Finance, Private Equity, Shopping Centers, Tenant, Location Intelligence, Portfolio Management, Commercial Leasing, Entitlements, Landlords, Dispositions, Asset Management, Management, Contract Negotiation, Budgets, Negotiation
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
Master of Business Administration (MBA), Finance with Real Estate Concentration
Penn State University 1993 — 1997
Finance, Real Estate, Finance, Economics
New Milford High School
Nehemias Nieves's UBS Experience 2003 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS 2003 - Present
Education
University of Connecticut 2004 — 2007
MBA, Finance
Pace University - Lubin School of Business 1998 — 2002
BBA, Accounting
UBS 2003 - Present
Education
University of Connecticut 2004 — 2007
MBA, Finance
Pace University - Lubin School of Business 1998 — 2002
BBA, Accounting
Nancy Pinzon-Johnson's UBS Experience September 2011 - Present
Job Sr. Vice President at UBS
Industry Financial Services
Experience
UBS September 2011 - Present
Citigroup 2004 - September 2011
Citibank NA January 2004 - June 2007
Bank of America (BankBoston International) December 1997 - January 2004
Education
University of Miami - School of Business 2005 — 2007
MBA, International Business
Pace University
BS, Marketing
UBS September 2011 - Present
Citigroup 2004 - September 2011
Citibank NA January 2004 - June 2007
Bank of America (BankBoston International) December 1997 - January 2004
Education
University of Miami - School of Business 2005 — 2007
MBA, International Business
Pace University
BS, Marketing
William Mercado's UBS Experience June 2009 - September 2011
Job Financial Systems Architect
Industry Financial Services
Experience
Rebar Systems, LLC September 2011 - Present
UBS June 2009 - September 2011
JP Morgan May 2008 - April 2009
Bear Stearns April 2001 - May 2008
Credit Suisse 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Johnson & Higgins 1991 - 1997
MetLife 1986 - 1993
Education
Pace University
Bachelor of Arts, Computer Science
Rebar Systems, LLC September 2011 - Present
UBS June 2009 - September 2011
JP Morgan May 2008 - April 2009
Bear Stearns April 2001 - May 2008
Credit Suisse 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Johnson & Higgins 1991 - 1997
MetLife 1986 - 1993
Education
Pace University
Bachelor of Arts, Computer Science
Rishi Shah, CPA's UBS Experience May 2003 - September 2003
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2009 - Present
Lehman Brothers December 2006 - May 2009
Citigroup Private Equity Services ( Bisys) March 2004 - December 2006
UBS May 2003 - September 2003
Citywide September 2001 - April 2003
Skills
Financial Analysis, Financial Modeling, Private Equity, Valuation, Hedge Funds, Equities, Investments, Alternative Investments, Finance, Due Diligence, Capital Markets, Bloomberg, Corporate Finance, Asset Management, Fixed Income, Portfolio Management
Education
Pace University - Lubin School of Business 2001 — 2003
MBA, Finance
University of Mumbai 1999 — 2001
M.Com, Accounting
University of Mumbai 1996 — 1999
B.Com
NASBA - CPA
CPA
Neuberger Berman May 2009 - Present
Lehman Brothers December 2006 - May 2009
Citigroup Private Equity Services ( Bisys) March 2004 - December 2006
UBS May 2003 - September 2003
Citywide September 2001 - April 2003
Skills
Financial Analysis, Financial Modeling, Private Equity, Valuation, Hedge Funds, Equities, Investments, Alternative Investments, Finance, Due Diligence, Capital Markets, Bloomberg, Corporate Finance, Asset Management, Fixed Income, Portfolio Management
Education
Pace University - Lubin School of Business 2001 — 2003
MBA, Finance
University of Mumbai 1999 — 2001
M.Com, Accounting
University of Mumbai 1996 — 1999
B.Com
NASBA - CPA
CPA
Ajoy C. Banerjee's UBS Experience Director - Project and Process ManagementUBS Financial Services Inc.1998 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS Director - Project and Process ManagementUBS Financial Services Inc.1998 - Present
Education
Pace University-Pleasantville/Briarcliff Campus
UBS Director - Project and Process ManagementUBS Financial Services Inc.1998 - Present
Education
Pace University-Pleasantville/Briarcliff Campus
Jay Hammarstedt's UBS Experience February 2012 - Present
Job Executive Director at UBS
Industry Investment Banking
Experience
UBS February 2012 - Present
UBS May 2009 - February 2012
Merrill Lynch July 2004 - January 2009
Merrill Lynch June 2003 - July 2003
Merrill Lynch June 2002 - August 2002
Skills
Derivatives, FX Options, Hedge Funds, Foreign Exchange, Emerging Markets, Series 7, FX trading, Currency
Education
Penn State University 2000 — 2004
BS, Finance
UBS February 2012 - Present
UBS May 2009 - February 2012
Merrill Lynch July 2004 - January 2009
Merrill Lynch June 2003 - July 2003
Merrill Lynch June 2002 - August 2002
Skills
Derivatives, FX Options, Hedge Funds, Foreign Exchange, Emerging Markets, Series 7, FX trading, Currency
Education
Penn State University 2000 — 2004
BS, Finance
Claire Simonelli's UBS Experience December 2003 - September 2008
Job Senior Vice President Resource Development at United Way of Westchester and Putnam
Industry Financial Services
Experience
United Way of Westchester and Putnam January 2015 - Present
Global Capital Corp. 2011 - December 2014
Primary Care Development Corporation January 2009 - August 2011
UBS December 2003 - September 2008
GDF SUEZ Energy International July 1999 - June 2002
Bank of America January 1996 - June 1999
Praxair October 1991 - September 1995
Skills
Strategic Partnerships, New Business Development, Strategy, Project Finance, Mergers & Acquisitions, Loans, Fundraising, Corporate Finance, Investments, Business Development, Public Finance, Private Banking, Contract Negotiation, Private Equity, Credit, Economic Development, Commercial Lending, Grant Writing, Corporate Communications, Healthcare Industry, Municipal Accounting, Business Planning, Leadership, Strategic Planning, Management, Executive Management
Education
Pace University - Lubin School of Business
MBA, Finance, 3.5
Skidmore College
United Way of Westchester and Putnam January 2015 - Present
Global Capital Corp. 2011 - December 2014
Primary Care Development Corporation January 2009 - August 2011
UBS December 2003 - September 2008
GDF SUEZ Energy International July 1999 - June 2002
Bank of America January 1996 - June 1999
Praxair October 1991 - September 1995
Skills
Strategic Partnerships, New Business Development, Strategy, Project Finance, Mergers & Acquisitions, Loans, Fundraising, Corporate Finance, Investments, Business Development, Public Finance, Private Banking, Contract Negotiation, Private Equity, Credit, Economic Development, Commercial Lending, Grant Writing, Corporate Communications, Healthcare Industry, Municipal Accounting, Business Planning, Leadership, Strategic Planning, Management, Executive Management
Education
Pace University - Lubin School of Business
MBA, Finance, 3.5
Skidmore College
Russell L. Thornton, MBA, ABCP's UBS Experience February 2000 - Present
Job Americas BCM Testing Lead
Industry Financial Services
Experience
UBS February 2000 - Present
PaineWebber/UBS February 2000 - Present
Corstar Business Computing, Co. June 1993 - February 2000
Corstar Business Computing, Hawthorne, NY 1996 - 1999
American Paper Institute June 1989 - June 1993
Depository Trust Company June 1984 - June 1989
United States Air Force May 1975 - June 1984
Skills
Business Analysis, Business Continuity, Risk Management, IT Strategy, Disaster Recovery, Vendor Management, IT Service Management, Business Continuity..., Project Management, IT Operations, Program Management, SDLC, Crisis Management, Integration, Operational Risk..., Risk Assessment, ITIL, Governance
Education
Pace University - Lubin School of Business 1990 — 1993
MBA, Information Management Systesm
University of LaVerne 1981 — 1984
MS, Management
UBS February 2000 - Present
PaineWebber/UBS February 2000 - Present
Corstar Business Computing, Co. June 1993 - February 2000
Corstar Business Computing, Hawthorne, NY 1996 - 1999
American Paper Institute June 1989 - June 1993
Depository Trust Company June 1984 - June 1989
United States Air Force May 1975 - June 1984
Skills
Business Analysis, Business Continuity, Risk Management, IT Strategy, Disaster Recovery, Vendor Management, IT Service Management, Business Continuity..., Project Management, IT Operations, Program Management, SDLC, Crisis Management, Integration, Operational Risk..., Risk Assessment, ITIL, Governance
Education
Pace University - Lubin School of Business 1990 — 1993
MBA, Information Management Systesm
University of LaVerne 1981 — 1984
MS, Management
Leslie Pacifico's UBS Experience June 2007 - January 2008
Job Financial Services Professional
Industry Financial Services
Experience
UBS June 2007 - January 2008
Banco Bradesco January 2005 - January 2007
Education
Palm Beach Atlantic University 2000 — 2004
B.S., International Business
UBS June 2007 - January 2008
Banco Bradesco January 2005 - January 2007
Education
Palm Beach Atlantic University 2000 — 2004
B.S., International Business
Bridget Pantaleo's UBS Experience May 2014 - Present
Job Managing Director, Chief Operting Officer for Global Infrastructure Services, Group Technology at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
UBS Financial Services, Inc. May 2011 - Present
TD Ameritrade September 2009 - June 2011
Merrill Lynch July 2006 - November 2009
Pershing July 1997 - February 2006
Skills
Analytics, Portfolio Management, SDLC, Strategy, Wealth Management, Financial Services, Governance, Business Transformation, Securities, IT Strategy, Series 7, Fixed Income, Information Technology, Back Office, Trading Systems, Program Management, Management, Risk Management, Vendor Management, Mutual Funds, Equities, Business Analysis, PMO, Bonds
Education
Pace University - Lubin School of Business 1990 — 1993
MBA, Finance
Villanova University 1981 — 1985
BS Business Administration, Finance
UBS May 2014 - Present
UBS Financial Services, Inc. May 2011 - Present
TD Ameritrade September 2009 - June 2011
Merrill Lynch July 2006 - November 2009
Pershing July 1997 - February 2006
Skills
Analytics, Portfolio Management, SDLC, Strategy, Wealth Management, Financial Services, Governance, Business Transformation, Securities, IT Strategy, Series 7, Fixed Income, Information Technology, Back Office, Trading Systems, Program Management, Management, Risk Management, Vendor Management, Mutual Funds, Equities, Business Analysis, PMO, Bonds
Education
Pace University - Lubin School of Business 1990 — 1993
MBA, Finance
Villanova University 1981 — 1985
BS Business Administration, Finance
Megan Murphy Berendowski's UBS Experience July 2006 - Present
Job Institutional Equity Group at UBS
Industry Financial Services
Experience
UBS July 2006 - Present
Education
Penn State University 1999 — 2003
BS, Management & International Business
UBS July 2006 - Present
Education
Penn State University 1999 — 2003
BS, Management & International Business
Susan Markunas's UBS Experience November 2012 - Present
Job Director at UBS
Industry Investment Banking
Experience
UBS November 2012 - Present
Get The Net LLC July 2008 - January 2011
Leafstone Staffing/UBS April 2007 - July 2007
Goldman Sachs 1985 - 2006
Education
Pace University
Business Management Program
UBS November 2012 - Present
Get The Net LLC July 2008 - January 2011
Leafstone Staffing/UBS April 2007 - July 2007
Goldman Sachs 1985 - 2006
Education
Pace University
Business Management Program
Jurij Priatka's UBS Experience 2001 - 2007
Job Director at Societe Generale
Industry Banking
Experience
Societe Generale June 2007 - Present
UBS Investment Bank 2001 - 2007
UBS 2001 - 2007
JPMorgan Chase 1993 - 2001
Education
Pace University 1984 — 1989
BS, Accounting
Pace University - Lubin School of Business
Societe Generale June 2007 - Present
UBS Investment Bank 2001 - 2007
UBS 2001 - 2007
JPMorgan Chase 1993 - 2001
Education
Pace University 1984 — 1989
BS, Accounting
Pace University - Lubin School of Business
Anthony Vaccari's UBS Experience 1984 - 1999
Job Managing Director at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service June 2009 - Present
Wellington Management March 2007 - December 2008
Credit Suisse 1999 - 2007
UBS 1984 - 1999
JP Morgan 1980 - 1984
Skills
Program Management, Enterprise Software, Strategic Planning, Strategy, Investment Banking, Reference Data, Business Analysis, Capital Markets, Financial Services, Fixed Income, Leadership, Management, Start-ups, SDLC, Integration, Change Management, Market Data, Trading Systems, Enterprise Architecture, IT Strategy, Vendor Management
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, International Banking
Moody's Investors Service June 2009 - Present
Wellington Management March 2007 - December 2008
Credit Suisse 1999 - 2007
UBS 1984 - 1999
JP Morgan 1980 - 1984
Skills
Program Management, Enterprise Software, Strategic Planning, Strategy, Investment Banking, Reference Data, Business Analysis, Capital Markets, Financial Services, Fixed Income, Leadership, Management, Start-ups, SDLC, Integration, Change Management, Market Data, Trading Systems, Enterprise Architecture, IT Strategy, Vendor Management
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, International Banking
Anup Kavanakudiyil, PMP's UBS Experience December 2014 - Present
Job Director / C&ORC Chanage Management PM at UBS
Industry Financial Services
Experience
UBS December 2014 - Present
HSBC Securities February 2013 - December 2014
Barclays Capital Inc. March 2007 - August 2010
Wexford Capital LLC June 2005 - March 2007
GlobeOp Financial Services 2004 - 2004
Lord Abbett 2002 - 2004
First Investors Corporation 1999 - 2002
Skills
Compliance, Process Improvement, Risk Management, AML, KYC, Financial Risk, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Quality Center, Hedge Funds, Analysis, Derivatives, Fixed Income, Operational Risk, Strategy, Banking, Securities, Investment Banking, Capital Markets, Financial Services, Middle Office, Asset Management, Operational Risk..., Business Requirements, Team Management, FINRA, Back Office, Governance, Reference Data, Series 63, Due Diligence, Mutual Funds, Business Analysis, Management, Leadership, Anti Money Laundering
Education
Pace University School of Law 2004 — 2005
University of Virginia 1995 — 1999
BA
Byram Hills High School 1990 — 1995
UBS December 2014 - Present
HSBC Securities February 2013 - December 2014
Barclays Capital Inc. March 2007 - August 2010
Wexford Capital LLC June 2005 - March 2007
GlobeOp Financial Services 2004 - 2004
Lord Abbett 2002 - 2004
First Investors Corporation 1999 - 2002
Skills
Compliance, Process Improvement, Risk Management, AML, KYC, Financial Risk, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Quality Center, Hedge Funds, Analysis, Derivatives, Fixed Income, Operational Risk, Strategy, Banking, Securities, Investment Banking, Capital Markets, Financial Services, Middle Office, Asset Management, Operational Risk..., Business Requirements, Team Management, FINRA, Back Office, Governance, Reference Data, Series 63, Due Diligence, Mutual Funds, Business Analysis, Management, Leadership, Anti Money Laundering
Education
Pace University School of Law 2004 — 2005
University of Virginia 1995 — 1999
BA
Byram Hills High School 1990 — 1995
Paula Siwczak's UBS Experience January 2009 - March 2013
Job Q/A Reporting Manager at Vodafone
Industry Management Consulting
Experience
Vodafone April 2013 - Present
UBS January 2009 - March 2013
UBS 2009 - 2009
iX Partners 2004 - 2008
Capital Access 2004 - 2006
Merrill Lynch 1996 - 2004
Technimetrics 1990 - 1994
Skills
Business Analysis, Market Data, Marketing Communications, Analysis, Change Management, Disaster Recovery, Financial Services, IT Service Management, Incident Management, Marketing, Leadership, Program Management, Project Management, SDLC
Education
Pace University - Lubin School of Business
MBA, Organizational Behavior & Development
Saint Peter's College
BS, Business Management
Vodafone April 2013 - Present
UBS January 2009 - March 2013
UBS 2009 - 2009
iX Partners 2004 - 2008
Capital Access 2004 - 2006
Merrill Lynch 1996 - 2004
Technimetrics 1990 - 1994
Skills
Business Analysis, Market Data, Marketing Communications, Analysis, Change Management, Disaster Recovery, Financial Services, IT Service Management, Incident Management, Marketing, Leadership, Program Management, Project Management, SDLC
Education
Pace University - Lubin School of Business
MBA, Organizational Behavior & Development
Saint Peter's College
BS, Business Management
Kevin Picco's UBS Experience February 2014 - Present
Job Business Risk Specialist at UBS
Industry Financial Services
Experience
UBS February 2014 - Present
UBS January 2013 - January 2014
UBS July 2010 - December 2012
UBS March 2006 - July 2010
UBS April 2005 - March 2006
Crestwood Technology Group June 2003 - January 2005
Skills
Fixed Income, Equities, CRM, Valuation, Trading Systems, FX Options, Electronic Trading, Derivatives, Capital Markets, Investment Banking, Financial Markets, Hedge Funds, Trading, Bloomberg, Securities, Finance, Reference Data, Bonds, Structured Products, Equity Derivatives, Interest Rate..., Credit Derivatives, Series 7
Education
Pace University 2000 — 2003
Bachelors, Finance
UBS February 2014 - Present
UBS January 2013 - January 2014
UBS July 2010 - December 2012
UBS March 2006 - July 2010
UBS April 2005 - March 2006
Crestwood Technology Group June 2003 - January 2005
Skills
Fixed Income, Equities, CRM, Valuation, Trading Systems, FX Options, Electronic Trading, Derivatives, Capital Markets, Investment Banking, Financial Markets, Hedge Funds, Trading, Bloomberg, Securities, Finance, Reference Data, Bonds, Structured Products, Equity Derivatives, Interest Rate..., Credit Derivatives, Series 7
Education
Pace University 2000 — 2003
Bachelors, Finance
Rachael Methal's UBS Experience April 2009 - February 2010
Job CFO: Legal Services Business for a MultiBillion Dollar Privately Held Global Finance & Technology Firm
Industry Financial Services
Experience
Geller & Company February 2010 - Present
UBS April 2009 - February 2010
The Sterling Inn 2004 - 2009
MetLife August 2004 - December 2008
SIAC 2000 - 2004
NYSE 2000 - 2004
Arthur Andersen 1996 - 2000
Skills
Management, Forecasting, Business Strategy, Strategic Planning, Budgets, Finance, Managerial Finance, Vendor Management, Project Planning, Process Improvement, Internal Controls, Executive Management, Business Development, Auditing, Analysis, Accounting
Education
Pace University - Lubin School of Business
Doctorate Candidate, Strategic Planning/ Mgt Science
Geller & Company February 2010 - Present
UBS April 2009 - February 2010
The Sterling Inn 2004 - 2009
MetLife August 2004 - December 2008
SIAC 2000 - 2004
NYSE 2000 - 2004
Arthur Andersen 1996 - 2000
Skills
Management, Forecasting, Business Strategy, Strategic Planning, Budgets, Finance, Managerial Finance, Vendor Management, Project Planning, Process Improvement, Internal Controls, Executive Management, Business Development, Auditing, Analysis, Accounting
Education
Pace University - Lubin School of Business
Doctorate Candidate, Strategic Planning/ Mgt Science
Stephen Scagnelli's UBS Experience 2007 - Present
Job Director, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management June 2007 - Present
UBS 2007 - Present
UBS Wealth Management 2007 - 2010
Morgan Stanley 1985 - 2007
Morgan Stanley 1985 - 2007
Skills
Financial Analysis, Financial Risk, Alternative Investments, Finance, Operational Risk..., Hedge Funds, Securities, Account Reconciliation, Wealth Management, Due Diligence, Portfolio Management, Sarbanes-Oxley Act, Internal Controls, Strategic Financial..., PeopleSoft, Financial Accounting, Mergers & Acquisitions, Asset Management, Series 7, Derivatives, Process Improvement, Fixed Income, Corporate Finance, Financial Reporting, Investment Banking, General Ledger, Business Analysis, Mutual Funds, Accounting, Investments, Managerial Finance, Equities, Cash Management, Financial Services, Wealth Management...
Education
Pace University
BBA, Accounting
UBS Wealth Management June 2007 - Present
UBS 2007 - Present
UBS Wealth Management 2007 - 2010
Morgan Stanley 1985 - 2007
Morgan Stanley 1985 - 2007
Skills
Financial Analysis, Financial Risk, Alternative Investments, Finance, Operational Risk..., Hedge Funds, Securities, Account Reconciliation, Wealth Management, Due Diligence, Portfolio Management, Sarbanes-Oxley Act, Internal Controls, Strategic Financial..., PeopleSoft, Financial Accounting, Mergers & Acquisitions, Asset Management, Series 7, Derivatives, Process Improvement, Fixed Income, Corporate Finance, Financial Reporting, Investment Banking, General Ledger, Business Analysis, Mutual Funds, Accounting, Investments, Managerial Finance, Equities, Cash Management, Financial Services, Wealth Management...
Education
Pace University
BBA, Accounting
Cem Kaplan's UBS Experience July 2012 - June 2013
Job JP Morgan Chase Vice President North America FX
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
UBS July 2012 - June 2013
Credit Suisse February 2005 - June 2012
Assurant February 2003 - February 2005
Skills
Fixed Income, Derivatives, Structured Products, Product Control, MBS, CDO, Securitization, ABS, CMBS, Credit Derivatives, Investment Banking, Interest Rate Swaps, Valuation, Swaps, Structured Finance, Interest Rate..., Equity Derivatives, Credit, Corporate Finance, FX Options
Education
Pace University - Lubin School of Business
Master of Science (MS), Accounting
Pace University - Lubin School of Business
Master of Business Administration (MBA), Financial Management
JPMorgan Chase July 2013 - Present
UBS July 2012 - June 2013
Credit Suisse February 2005 - June 2012
Assurant February 2003 - February 2005
Skills
Fixed Income, Derivatives, Structured Products, Product Control, MBS, CDO, Securitization, ABS, CMBS, Credit Derivatives, Investment Banking, Interest Rate Swaps, Valuation, Swaps, Structured Finance, Interest Rate..., Equity Derivatives, Credit, Corporate Finance, FX Options
Education
Pace University - Lubin School of Business
Master of Science (MS), Accounting
Pace University - Lubin School of Business
Master of Business Administration (MBA), Financial Management
Frank Britto's UBS Experience April 2006 - February 2007
Job Consultant at Avid Consulting
Industry Financial Services
Experience
Avid Consulting April 2014 - Present
ALAS Consulting March 2010 - January 2013
Deutsche Bank July 2009 - March 2010
Calypso Technology February 2007 - December 2008
UBS April 2006 - February 2007
SAC Capital March 2004 - April 2006
Education
Pace University - Lubin School of Business 1997 — 2000
MS, Investment Management
Syracuse University 1986 — 1990
BS, Finance
Avid Consulting April 2014 - Present
ALAS Consulting March 2010 - January 2013
Deutsche Bank July 2009 - March 2010
Calypso Technology February 2007 - December 2008
UBS April 2006 - February 2007
SAC Capital March 2004 - April 2006
Education
Pace University - Lubin School of Business 1997 — 2000
MS, Investment Management
Syracuse University 1986 — 1990
BS, Finance
Michael Yadov, FRM's UBS Experience March 2014 - June 2014
Job MBS Evaluator at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP July 2014 - Present
UBS March 2014 - June 2014
UBS November 2010 - February 2014
S&P Capital IQ April 2007 - November 2010
S&P Capital IQ May 2006 - March 2007
GMAC Commercial Finance November 2004 - April 2006
UBS Investment Bank September 2003 - June 2004
Skills
CMO, Residential Mortgages, ABS, CMBS, Structured Finance, Fixed Income, Bloomberg, Structured Products, Valuation, Credit Analysis
Education
Pace University - Lubin School of Business 2000 — 2004
BBA
Bloomberg LP July 2014 - Present
UBS March 2014 - June 2014
UBS November 2010 - February 2014
S&P Capital IQ April 2007 - November 2010
S&P Capital IQ May 2006 - March 2007
GMAC Commercial Finance November 2004 - April 2006
UBS Investment Bank September 2003 - June 2004
Skills
CMO, Residential Mortgages, ABS, CMBS, Structured Finance, Fixed Income, Bloomberg, Structured Products, Valuation, Credit Analysis
Education
Pace University - Lubin School of Business 2000 — 2004
BBA
Nidhi Narang's UBS Experience May 2009 - August 2009
Job Wealth Management Intern at UBS
Industry Financial Services
Experience
Pace University January 2009 - Present
John Thomas Financial May 2011 - December 2011
UBS May 2009 - August 2009
Education
Pace University 2008 — 2010
MBA, Finance and IS
Pace University January 2009 - Present
John Thomas Financial May 2011 - December 2011
UBS May 2009 - August 2009
Education
Pace University 2008 — 2010
MBA, Finance and IS
elizabeth dinicola's UBS Experience group managerubs financial services1988 - 2009
Job Executive Director at UBS
Industry Financial Services
Experience
UBS group managerubs financial services1988 - 2009
Education
Pace University - Lubin School of Business 1989 — 1991
MBA, Finance & Investments
SUNY Stony Brook/BS Math&Eco 1980 — 1985
BS, Economics & Mathematics
UBS group managerubs financial services1988 - 2009
Education
Pace University - Lubin School of Business 1989 — 1991
MBA, Finance & Investments
SUNY Stony Brook/BS Math&Eco 1980 — 1985
BS, Economics & Mathematics
Darren L. Hugo, CFP®'s UBS Experience April 2009 - Present
Job Senior Vice President, Wealth Advisor, UBS Financial Services, Inc. Private Wealth Management
Industry Financial Services
Experience
UBS April 2009 - Present
Education
Pace University-Pleasantville/Briarcliff Campus 1994 — 1995
CFP, Certified Financial Planner
University of Maryland College Park 1986 — 1990
Baccalaureate, Economics and English Literature
Bergen Catholic High School 1982 — 1986
Graduate
UBS April 2009 - Present
Education
Pace University-Pleasantville/Briarcliff Campus 1994 — 1995
CFP, Certified Financial Planner
University of Maryland College Park 1986 — 1990
Baccalaureate, Economics and English Literature
Bergen Catholic High School 1982 — 1986
Graduate
Theresa Tirella Potenza's UBS Experience October 2012 - Present
Job Business Analyst at UBS
Industry Accounting
Experience
UBS October 2012 - Present
UBS January 2011 - September 2012
PepsiCo January 2008 - March 2010
Pepsi Cola 2008 - 2010
Pepsi Cola 2005 - 2008
Pepsi Cola 2000 - 2005
Pepsi Coal 1998 - 2000
Pepsi Cola 1997 - 1998
Pepsi Cola 1993 - 1997
Pepsi Cola 1988 - 1993
Skills
Analysis, Forecasting, Training, Business Process, Finance, Financial Reporting, Financial Analysis, Auditing, Sarbanes-Oxley Act, Internal Controls
Education
Pace University - Lubin School of Business 1986 — 1991
MBA, Marketing
State University of New York College at Oswego 1977 — 1981
BS, Accounting
UBS October 2012 - Present
UBS January 2011 - September 2012
PepsiCo January 2008 - March 2010
Pepsi Cola 2008 - 2010
Pepsi Cola 2005 - 2008
Pepsi Cola 2000 - 2005
Pepsi Coal 1998 - 2000
Pepsi Cola 1997 - 1998
Pepsi Cola 1993 - 1997
Pepsi Cola 1988 - 1993
Skills
Analysis, Forecasting, Training, Business Process, Finance, Financial Reporting, Financial Analysis, Auditing, Sarbanes-Oxley Act, Internal Controls
Education
Pace University - Lubin School of Business 1986 — 1991
MBA, Marketing
State University of New York College at Oswego 1977 — 1981
BS, Accounting
Gordon Elliot's UBS Experience 1989 - 2009
Job COO at AxiomSL
Industry Financial Services
Experience
AxiomSL March 2013 - Present
Axiom SL January 2013 - March 2013
Local Non-Profit Organizations September 2011 - December 2012
Barclays Capital August 2009 - August 2011
UBS Investment Bank January 2007 - August 2009
UBS 1989 - 2009
UBS Investment Bank April 2006 - December 2006
UBS Investment Bank February 2005 - March 2006
UBS Investment Bank March 2003 - January 2005
Skills
Equities, Program Management, Enterprise Architecture, Hedge Funds, Fixed Income, Investment Banking, Strategic Planning, Management, Team Management, Derivatives, Financial Controlling, Change Management, Trading Systems, Business Analysis, Market Data, Capital Markets, Equity Derivatives, SDLC, Prime Brokerage, Electronic Trading, IT Strategy, Middle Office, Risk Management, Business Planning, Credit Derivatives, Structured Products, Back Office, Financial Markets, Options, Portfolio Management, Financial Services, FX Options, Trading, Securities, Emerging Markets, Interest Rate..., Financial Risk, Alternative Investments, Series 7, Market Risk, Valuation, Operational Risk, Bonds, Asset Management, Swaps, Equity Trading, Settlement, Reference Data, Financial Modeling, Operational Risk...
Education
Pace University - Lubin School of Business 1986 — 1988
MBA, Financial Management
Rensselaer Polytechnic Institute 1982 — 1986
BS, Computer Science
AxiomSL March 2013 - Present
Axiom SL January 2013 - March 2013
Local Non-Profit Organizations September 2011 - December 2012
Barclays Capital August 2009 - August 2011
UBS Investment Bank January 2007 - August 2009
UBS 1989 - 2009
UBS Investment Bank April 2006 - December 2006
UBS Investment Bank February 2005 - March 2006
UBS Investment Bank March 2003 - January 2005
Skills
Equities, Program Management, Enterprise Architecture, Hedge Funds, Fixed Income, Investment Banking, Strategic Planning, Management, Team Management, Derivatives, Financial Controlling, Change Management, Trading Systems, Business Analysis, Market Data, Capital Markets, Equity Derivatives, SDLC, Prime Brokerage, Electronic Trading, IT Strategy, Middle Office, Risk Management, Business Planning, Credit Derivatives, Structured Products, Back Office, Financial Markets, Options, Portfolio Management, Financial Services, FX Options, Trading, Securities, Emerging Markets, Interest Rate..., Financial Risk, Alternative Investments, Series 7, Market Risk, Valuation, Operational Risk, Bonds, Asset Management, Swaps, Equity Trading, Settlement, Reference Data, Financial Modeling, Operational Risk...
Education
Pace University - Lubin School of Business 1986 — 1988
MBA, Financial Management
Rensselaer Polytechnic Institute 1982 — 1986
BS, Computer Science
Leucepe Alexander Martinez's UBS Experience January 2011 - June 2011
Job PCMA Top 20 in Their Twenties Worldwide Business Research (WBR)
Industry International Trade and Development
Experience
Worldwide Business Research (WBR) May 2013 - Present
Univision Communications Inc. August 2012 - June 2013
Educational Housing Services May 2011 - May 2012
Auerbach Grayson August 2011 - February 2012
U.S. Department of Commerce May 2011 - December 2011
UBS January 2011 - June 2011
Mexican Educational Foundation of New York January 2011 - May 2011
Skills
Advertising, Microsoft Office, Event Planning, International Business..., Import/Export Operations, International..., International Research, Blogging, Leadership, Public Speaking, Sales, Recruiting, Research, Time Management, Market Research, E-commerce, Social Networking, Copywriting, Social Media, Social Media Marketing, Marketing, Marketing Strategy, Facebook, Retail, Forecasting, Online Advertising, Marketing Communications, Marketing Research, Online Marketing, Digital Marketing, Entrepreneurship, PowerPoint
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Woodrow Wilson High School, Class of 2008 2005 — 2008
Worldwide Business Research (WBR) May 2013 - Present
Univision Communications Inc. August 2012 - June 2013
Educational Housing Services May 2011 - May 2012
Auerbach Grayson August 2011 - February 2012
U.S. Department of Commerce May 2011 - December 2011
UBS January 2011 - June 2011
Mexican Educational Foundation of New York January 2011 - May 2011
Skills
Advertising, Microsoft Office, Event Planning, International Business..., Import/Export Operations, International..., International Research, Blogging, Leadership, Public Speaking, Sales, Recruiting, Research, Time Management, Market Research, E-commerce, Social Networking, Copywriting, Social Media, Social Media Marketing, Marketing, Marketing Strategy, Facebook, Retail, Forecasting, Online Advertising, Marketing Communications, Marketing Research, Online Marketing, Digital Marketing, Entrepreneurship, PowerPoint
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Woodrow Wilson High School, Class of 2008 2005 — 2008
Farah Yar's UBS Experience July 2010 - May 2012
Job Senior Financial Analyst at PepsiCo Pepsi Beverages Company
Industry Financial Services
Experience
PepsiCo - Pepsi Beverages Company May 2012 - Present
UBS July 2010 - May 2012
The Dannon Company June 2008 - June 2010
Pace University 2006 - 2010
Skills
Financial Analysis, Bloomberg Terminal
Education
Pace University - Lubin School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Management and Finance, 3.7
PepsiCo - Pepsi Beverages Company May 2012 - Present
UBS July 2010 - May 2012
The Dannon Company June 2008 - June 2010
Pace University 2006 - 2010
Skills
Financial Analysis, Bloomberg Terminal
Education
Pace University - Lubin School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Management and Finance, 3.7
Puneet Sanan's UBS Experience 2000 - 2001
Job Managing Director at MVC Capital
Industry Venture Capital & Private Equity
Experience
U.S. Gas & Electric, Inc July 2007 - Present
MVC Capital 2004 - Present
Cadigan Investment Partners 2003 - 2004
Fano Securities 2001 - 2002
UBS 2000 - 2001
Max-GB (DSM) 1994 - 1996
Skills
Operations Management, Mergers, Corporate Development, Private Equity, Venture Capital, Mergers & Acquisitions, Due Diligence, Business Strategy, Financial Modeling, Business Development, Start-ups, Strategy, Strategic Planning, Executive Management, Valuation, Energy
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance
Panjab University 1990 — 1994
B.E., Chemical Engineering
Apeejay Faridabad
U.S. Gas & Electric, Inc July 2007 - Present
MVC Capital 2004 - Present
Cadigan Investment Partners 2003 - 2004
Fano Securities 2001 - 2002
UBS 2000 - 2001
Max-GB (DSM) 1994 - 1996
Skills
Operations Management, Mergers, Corporate Development, Private Equity, Venture Capital, Mergers & Acquisitions, Due Diligence, Business Strategy, Financial Modeling, Business Development, Start-ups, Strategy, Strategic Planning, Executive Management, Valuation, Energy
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance
Panjab University 1990 — 1994
B.E., Chemical Engineering
Apeejay Faridabad
Jeff Lipp's UBS Experience 2006 - 2009
Job Senior Consultant at Protiviti
Industry Banking
Experience
Protiviti August 2011 - Present
Mizuho Corporate Bank March 2009 - August 2011
UBS 2006 - 2009
Skills
AML
Education
Pace University
Protiviti August 2011 - Present
Mizuho Corporate Bank March 2009 - August 2011
UBS 2006 - 2009
Skills
AML
Education
Pace University
Joseph Signora's UBS Experience April 2000 - October 2003
Job Chief Compliance Officer Funds at Emerging Global Advisors
Industry Financial Services
Experience
Emerging Global Advisors July 2014 - Present
Van Eck Global October 2011 - July 2014
Artio Global Investors April 2007 - October 2011
Citi January 2005 - April 2007
FINRA October 2003 - January 2005
UBS April 2000 - October 2003
Skills
FINRA, Securities, Mutual Funds, Equities, Series 7
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2004
MBA, Finance
Penn State University 1995 — 1999
BS, Business
Emerging Global Advisors July 2014 - Present
Van Eck Global October 2011 - July 2014
Artio Global Investors April 2007 - October 2011
Citi January 2005 - April 2007
FINRA October 2003 - January 2005
UBS April 2000 - October 2003
Skills
FINRA, Securities, Mutual Funds, Equities, Series 7
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2004
MBA, Finance
Penn State University 1995 — 1999
BS, Business
Brittniee Yiqiao Mao's UBS Experience 2008 - 2010
Job Director at Credit Suisse, COO for Quantitative Strategies
Industry Financial Services
Experience
Credit Suisse April 2010 - Present
UBS 2008 - 2010
Price Waterhouse Coopers 2005 - 2008
Skills
Derivatives, Structured Products, Capital Markets, Financial Markets, Trading, Interest Rate..., Strategy, Equity Derivatives, Project Management, Microsoft Office, Investment Banking, Risk Management, Credit Risk, Strategic Planning, Fixed Income, Quantitative Analytics, FX Options, Securities
Education
Peking University
B.A., Economics & Interntaional Relations
Rutgers University-New Brunswick
M.A, International Relations
Regis University
MBA, Finance and Accounting
Credit Suisse April 2010 - Present
UBS 2008 - 2010
Price Waterhouse Coopers 2005 - 2008
Skills
Derivatives, Structured Products, Capital Markets, Financial Markets, Trading, Interest Rate..., Strategy, Equity Derivatives, Project Management, Microsoft Office, Investment Banking, Risk Management, Credit Risk, Strategic Planning, Fixed Income, Quantitative Analytics, FX Options, Securities
Education
Peking University
B.A., Economics & Interntaional Relations
Rutgers University-New Brunswick
M.A, International Relations
Regis University
MBA, Finance and Accounting
Magdalena Domka's UBS Experience January 2010 - May 2010
Job Team Leader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley June 2011 - Present
JPMorgan Chase June 2010 - June 2011
UBS January 2010 - May 2010
Skills
Connecticut Public..., Microsoft Word, Excel, PowerPoint, Internet Savvy, Financial Analysis, Investor Relations, Hedge Funds, Microsoft Excel, Fixed Income, Investments, Alternative Investments, Finance, Capital Markets, Equities, Financial Modeling, Bloomberg, Bloomberg Terminal
Education
Quinnipiac University - School of Business 2013 — 2015
MBA, International Business
Pace University - Lubin School of Business
B.B.A, Finance
Morgan Stanley August 2014 - Present
Morgan Stanley June 2011 - Present
JPMorgan Chase June 2010 - June 2011
UBS January 2010 - May 2010
Skills
Connecticut Public..., Microsoft Word, Excel, PowerPoint, Internet Savvy, Financial Analysis, Investor Relations, Hedge Funds, Microsoft Excel, Fixed Income, Investments, Alternative Investments, Finance, Capital Markets, Equities, Financial Modeling, Bloomberg, Bloomberg Terminal
Education
Quinnipiac University - School of Business 2013 — 2015
MBA, International Business
Pace University - Lubin School of Business
B.B.A, Finance
Ester Budek, CFA's UBS Experience April 2004 - Present
Job Manager Research Analyst at UBS
Industry Financial Services
Experience
UBS April 2004 - Present
Education
Pace University - Lubin School of Business 2002 — 2004
MBA, finance, marketing
UBS April 2004 - Present
Education
Pace University - Lubin School of Business 2002 — 2004
MBA, finance, marketing
Christian Ventura's UBS Experience June 2010 - August 2010
Job Analyst at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ October 2014 - Present
Merrill Lynch March 2014 - September 2014
Merrill Lynch June 2012 - February 2014
Merrill Lynch April 2011 - May 2012
Pace University, Office of Housing & Residential Life August 2009 - May 2012
UBS June 2010 - August 2010
Protocol Capital Management, LLC April 2010 - June 2010
The Men's Wearhouse, Inc May 2008 - January 2010
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Portfolio Management, Banking, Asset Allocation, Investments, Customer Service, Management, Financial Markets, Microsoft Word, Market Research, Fixed Income, Series 7, Series 66, Uniform Combined State..., Finance, Leadership, Analysis
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Archbishop Molloy High School 2004 — 2008
Bank of Tokyo-Mitsubishi UFJ October 2014 - Present
Merrill Lynch March 2014 - September 2014
Merrill Lynch June 2012 - February 2014
Merrill Lynch April 2011 - May 2012
Pace University, Office of Housing & Residential Life August 2009 - May 2012
UBS June 2010 - August 2010
Protocol Capital Management, LLC April 2010 - June 2010
The Men's Wearhouse, Inc May 2008 - January 2010
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Portfolio Management, Banking, Asset Allocation, Investments, Customer Service, Management, Financial Markets, Microsoft Word, Market Research, Fixed Income, Series 7, Series 66, Uniform Combined State..., Finance, Leadership, Analysis
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Archbishop Molloy High School 2004 — 2008
Jay McAndrew's UBS Experience April 1998 - December 2006
Job Managaing Director at EG Shares
Industry Financial Services
Experience
EG Shares January 2010 - Present
AllianceBernstein December 2006 - December 2009
UBS April 1998 - December 2006
Education
Penn State University 1988 — 1992
BS, Finance
EG Shares January 2010 - Present
AllianceBernstein December 2006 - December 2009
UBS April 1998 - December 2006
Education
Penn State University 1988 — 1992
BS, Finance
Rae (Rui) Yao's UBS Experience June 2009 - December 2009
Job Financial Analyst at Union Square Financial Partners, LLC
Industry Financial Services
Experience
Union Square Financial Partners, LLC December 2009 - Present
UBS June 2009 - December 2009
Prestige Financial Services June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Financial Modeling, Budgets, Outlook, Accounting, Research, Corporate Finance, Financial Reporting, Customer Service, Access, Bloomberg, Risk Management, Strategic Financial...
Education
Pace University - Lubin School of Business 2009 — 2010
Master of Science (MS), Investment Management
Winona State University 2005 — 2008
Bachelor's degree, Finance, General
Union Square Financial Partners, LLC December 2009 - Present
UBS June 2009 - December 2009
Prestige Financial Services June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Financial Modeling, Budgets, Outlook, Accounting, Research, Corporate Finance, Financial Reporting, Customer Service, Access, Bloomberg, Risk Management, Strategic Financial...
Education
Pace University - Lubin School of Business 2009 — 2010
Master of Science (MS), Investment Management
Winona State University 2005 — 2008
Bachelor's degree, Finance, General
Anna Xue's UBS Experience July 2012 - Present
Job Associate Director
Industry Investment Banking
Experience
UBS Investment Bank February 2015 - Present
UBS July 2012 - Present
UBS June 2011 - September 2011
Skills
Valuation, Financial Modeling, Derivatives, Capital Markets, Bloomberg, Investment Banking, Corporate Finance
Education
Yale University 2010 — 2012
MA, International Relations and Emerging Markets
Peking University 2006 — 2010
BA, Arab Studies and International Relations
UBS Investment Bank February 2015 - Present
UBS July 2012 - Present
UBS June 2011 - September 2011
Skills
Valuation, Financial Modeling, Derivatives, Capital Markets, Bloomberg, Investment Banking, Corporate Finance
Education
Yale University 2010 — 2012
MA, International Relations and Emerging Markets
Peking University 2006 — 2010
BA, Arab Studies and International Relations
Joshua Gottlieb's UBS Experience 2000 - 2002
Job Executive Recruiter at Green Key Resources
Industry Staffing and Recruiting
Experience
Green Key Resources 2010 - Present
Apollo Capital Management January 2009 - August 2010
Dune Capital April 2007 - December 2008
Plainfield Asset Management 2006 - 2007
Advent Capital Management 2004 - 2005
DKR Capital 2002 - 2004
UBS 2000 - 2002
Salomon Smith Barney 1999 - 2000
Education
Pace University
BBA, Finance
Green Key Resources 2010 - Present
Apollo Capital Management January 2009 - August 2010
Dune Capital April 2007 - December 2008
Plainfield Asset Management 2006 - 2007
Advent Capital Management 2004 - 2005
DKR Capital 2002 - 2004
UBS 2000 - 2002
Salomon Smith Barney 1999 - 2000
Education
Pace University
BBA, Finance
Paul Abbate's UBS Experience March 2011 - September 2014
Job Private Funds Investor Relations at Neuberger Berman
Industry Banking
Experience
Neuberger Berman September 2014 - Present
UBS March 2011 - September 2014
JP Morgan Chase July 2008 - March 2011
Skills
Financial Analysis, Securities, Financial Services, Business Analysis, Microsoft Office, Financial Modeling, Hedge Funds
Education
Pace University - Lubin School of Business 2004 — 2008
Finance
Neuberger Berman September 2014 - Present
UBS March 2011 - September 2014
JP Morgan Chase July 2008 - March 2011
Skills
Financial Analysis, Securities, Financial Services, Business Analysis, Microsoft Office, Financial Modeling, Hedge Funds
Education
Pace University - Lubin School of Business 2004 — 2008
Finance
Vlad Roytman's UBS Experience September 2010 - May 2011
Job Sales Development Representative at Grovo
Industry Financial Services
Experience
Grovo April 2015 - Present
Guidepoint Global December 2012 - April 2015
Helping Hand Tutors December 2008 - December 2014
Guidepoint Global June 2012 - December 2012
Zenith Media September 2011 - May 2012
UBS September 2010 - May 2011
Congressman Michael E. McMahon 2010 Elections November 2010 - November 2010
AXA Financial May 2010 - August 2010
Skills
Bloomberg Terminal, Microsoft Office, Finance, Hedge Funds, Marketing Strategy, Analysis, Research, Asset Managment, Trading, Bloomberg, New Business Development, Due Diligence, Asset Management, Business Development, Business Planning, Leadership, Strategy, Contract Negotiation, Sales, Mergers & Acquisitions, Budgets, Private Equity, Financial Services, Account Management, Start-ups, Executive Management, Team Management
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration, Finance
Grovo April 2015 - Present
Guidepoint Global December 2012 - April 2015
Helping Hand Tutors December 2008 - December 2014
Guidepoint Global June 2012 - December 2012
Zenith Media September 2011 - May 2012
UBS September 2010 - May 2011
Congressman Michael E. McMahon 2010 Elections November 2010 - November 2010
AXA Financial May 2010 - August 2010
Skills
Bloomberg Terminal, Microsoft Office, Finance, Hedge Funds, Marketing Strategy, Analysis, Research, Asset Managment, Trading, Bloomberg, New Business Development, Due Diligence, Asset Management, Business Development, Business Planning, Leadership, Strategy, Contract Negotiation, Sales, Mergers & Acquisitions, Budgets, Private Equity, Financial Services, Account Management, Start-ups, Executive Management, Team Management
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration, Finance
Amparo DeLaO, CAMS's UBS Experience February 2002 - March 2003
Job AML Compliance Officer, High Profile Investigations at Citigroup
Industry Banking
Experience
Citigroup 2003 - Present
UBS February 2002 - March 2003
Banco Atlantico February 2001 - December 2001
Banco Industrial de Venezuela July 1995 - January 2001
Multibano Comermex 1984 - 1995
Skills
USA PATRIOT Act, OFAC, KYC, Bank Secrecy Act, Sanction, World Check, Mantas, CAMS, Actimize, FinCEN, Correspondent Banking, Banking, Operational Risk, Financial Risk, Compliance Training, Foreign Languages, Internal Audit, Compliance Testing, National Security..., Anti-Terrorist Financing, Anti-Money Laundering, 314(a), 314(b), Suspicious Activity..., Quality Control
Education
Pace University - Lubin School of Business
Bachelor's degree, Accounting, Cum Laude
Pace University - Lubin School of Business
Citigroup 2003 - Present
UBS February 2002 - March 2003
Banco Atlantico February 2001 - December 2001
Banco Industrial de Venezuela July 1995 - January 2001
Multibano Comermex 1984 - 1995
Skills
USA PATRIOT Act, OFAC, KYC, Bank Secrecy Act, Sanction, World Check, Mantas, CAMS, Actimize, FinCEN, Correspondent Banking, Banking, Operational Risk, Financial Risk, Compliance Training, Foreign Languages, Internal Audit, Compliance Testing, National Security..., Anti-Terrorist Financing, Anti-Money Laundering, 314(a), 314(b), Suspicious Activity..., Quality Control
Education
Pace University - Lubin School of Business
Bachelor's degree, Accounting, Cum Laude
Pace University - Lubin School of Business
Mansi Pandya's UBS Experience September 2011 - December 2011
Job Associate Planner at The Jones Group Inc.
Industry Higher Education
Experience
The Jones Group Inc. August 2013 - Present
Macy's June 2013 - August 2013
John Varvatos Enterprises January 2013 - May 2013
Pace University September 2009 - May 2013
IMA 2012 - 2013
AXA Advisors June 2012 - August 2012
UBS September 2011 - December 2011
Merrill Lynch 2008 - 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Team Leadership, Great communications..., Gujarati, Morningstar, Outlook, Simmons Choices 3, Cultural Awareness
Education
Pace University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Bergen Tech
The Jones Group Inc. August 2013 - Present
Macy's June 2013 - August 2013
John Varvatos Enterprises January 2013 - May 2013
Pace University September 2009 - May 2013
IMA 2012 - 2013
AXA Advisors June 2012 - August 2012
UBS September 2011 - December 2011
Merrill Lynch 2008 - 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Team Leadership, Great communications..., Gujarati, Morningstar, Outlook, Simmons Choices 3, Cultural Awareness
Education
Pace University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Bergen Tech
Weixin Guo's UBS Experience August 2011 - January 2012
Job Software Engineer at Interactive Brokers
Industry Investment Banking
Experience
Interactive Brokers May 2012 - Present
UBS August 2011 - January 2012
Stony Brook University 2004 - 2011
Skills
Monte Carlo Simulation, Python, C++, VBA, Algorithms
Education
State University of New York at Stony Brook 2004 — 2011
Ph.D., Mathematics
Peking University 2000 — 2004
B.S., Mathematics
Interactive Brokers May 2012 - Present
UBS August 2011 - January 2012
Stony Brook University 2004 - 2011
Skills
Monte Carlo Simulation, Python, C++, VBA, Algorithms
Education
State University of New York at Stony Brook 2004 — 2011
Ph.D., Mathematics
Peking University 2000 — 2004
B.S., Mathematics
Sunny Kim's UBS Experience December 2004 - April 2006
Job Finance Securitized Products at Nomura Securities
Industry Financial Services
Experience
Nomura Securities October 2009 - Present
J.P. Morgan June 2008 - October 2009
Bear Stearns April 2006 - June 2008
UBS December 2004 - April 2006
Barclays Capital March 2004 - December 2004
Credit Suisse August 1997 - March 2004
Coopers & Lybrand August 1992 - August 1997
Skills
CPA, State of NY, Agency MBS, Non Agency MBS, ABS, CMBS, Structured Lending, CLO
Education
Pace University - Lubin School of Business 1989 — 1992
Bachelor of Science (BS), Accounting
Nomura Securities October 2009 - Present
J.P. Morgan June 2008 - October 2009
Bear Stearns April 2006 - June 2008
UBS December 2004 - April 2006
Barclays Capital March 2004 - December 2004
Credit Suisse August 1997 - March 2004
Coopers & Lybrand August 1992 - August 1997
Skills
CPA, State of NY, Agency MBS, Non Agency MBS, ABS, CMBS, Structured Lending, CLO
Education
Pace University - Lubin School of Business 1989 — 1992
Bachelor of Science (BS), Accounting
Michele Papa, M.B.A.'s UBS Experience September 1996 - Present
Job Associate Director Financial Rep Specialist at UBS
Industry Financial Services
Experience
UBS September 1996 - Present
Skills
Wealth Management, Auditing, Budgets, FINRA, Finance, Financial Accounting, Financial Risk, Forecasting, Mutual Funds, Fixed Income, Process Improvement, Strategic Financial...
Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor of Business Administration (B.B.A.), Finance
University of Phoenix
Master of Business Administration (M.B.A.)
UBS September 1996 - Present
Skills
Wealth Management, Auditing, Budgets, FINRA, Finance, Financial Accounting, Financial Risk, Forecasting, Mutual Funds, Fixed Income, Process Improvement, Strategic Financial...
Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor of Business Administration (B.B.A.), Finance
University of Phoenix
Master of Business Administration (M.B.A.)
Natalie Carrasco's UBS Experience 2007 - Present
Job Project Manager at UBS
Industry Financial Services
Experience
UBS 2007 - Present
Bank of Tokyo-Mitsubishi UFJ 2004 - 2007
Thomson Reuters 2000 - 2004
Education
Pace University 2003 — 2007
Master of Business Administration (M.B.A.), Finance and Information Systems
Franklin College Switerland 1996 — 2000
Bachelor of Arts (BA), International Business
UBS 2007 - Present
Bank of Tokyo-Mitsubishi UFJ 2004 - 2007
Thomson Reuters 2000 - 2004
Education
Pace University 2003 — 2007
Master of Business Administration (M.B.A.), Finance and Information Systems
Franklin College Switerland 1996 — 2000
Bachelor of Arts (BA), International Business
Kelly Epperson's UBS Experience 2013 - Present
Job Banking & Mortgage Risk Control
Industry Banking
Experience
UBS 2013 - Present
Goldman Sachs 2007 - 2013
FDIC 2005 - 2007
EnergySolutions 1998 - 2004
Arizona Public Service (APS) 1986 - 1997
United States Navy 1980 - 1986
Skills
Risk Management, Corporate Governance, Mortgage Compliance, Quantitative Finance, Mathematical Modeling, Nuclear Chemistry, Radioactive Waste..., Mortgage Analytics, Project Management, Credit Risk, Fixed Income, Banking, Analysis, Finance
Education
University of Utah - David Eccles School of Business
Master of Science (M.Sc.), Finance
University of Phoenix
Business Administration, Organizational Leadership
Penn State University
Chemistry
University of Utah
Mathematics
Olympus High School
UBS 2013 - Present
Goldman Sachs 2007 - 2013
FDIC 2005 - 2007
EnergySolutions 1998 - 2004
Arizona Public Service (APS) 1986 - 1997
United States Navy 1980 - 1986
Skills
Risk Management, Corporate Governance, Mortgage Compliance, Quantitative Finance, Mathematical Modeling, Nuclear Chemistry, Radioactive Waste..., Mortgage Analytics, Project Management, Credit Risk, Fixed Income, Banking, Analysis, Finance
Education
University of Utah - David Eccles School of Business
Master of Science (M.Sc.), Finance
University of Phoenix
Business Administration, Organizational Leadership
Penn State University
Chemistry
University of Utah
Mathematics
Olympus High School
Kevin Bolowsky's UBS Experience 1998 - 2004
Job President at Manor Provisions Inc.
Industry Food & Beverages
Experience
Self-employed 2004 - Present
Manor Provisions Inc. 2004 - Present
UBS 1998 - 2004
Skills
Sales, Management, Forecasting, Investments, Financial Analysis, Cross-functional Team..., Strategic Financial..., Retail, Account Management
Education
Pace University - Lubin School of Business 1986 — 1990
Bachelor of Business Administration (BBA), Economics
Self-employed 2004 - Present
Manor Provisions Inc. 2004 - Present
UBS 1998 - 2004
Skills
Sales, Management, Forecasting, Investments, Financial Analysis, Cross-functional Team..., Strategic Financial..., Retail, Account Management
Education
Pace University - Lubin School of Business 1986 — 1990
Bachelor of Business Administration (BBA), Economics
Jerry Terr's UBS Experience January 1995 - Present
Job Legal & Compliance Monitoring & Suvreilance Data Analysis
Industry Banking
Experience
UBS January 1995 - Present
Kidder Peabody May 1989 - January 1995
Shared Medical Systems March 1986 - May 1989
Skills
Productivity Improvement, Data Analysis, Strategic Planning, Business Requirement..., Systems Analysis and..., Business Impact Analysis, Stakeholder Management, Project Development and..., Team Leadership, Series 7, End User Training, Risk Management, Financial Services, Wealth Management, Fixed Income, Securities, Equities, Capital Markets, Banking, Business Analysis, SDLC
Education
Pace University
Master of Science (MS), Information Systems
Rochester Institute of Technology 1982 — 1986
Bachelor of Science (BS), Bio-Medical Computing
UBS January 1995 - Present
Kidder Peabody May 1989 - January 1995
Shared Medical Systems March 1986 - May 1989
Skills
Productivity Improvement, Data Analysis, Strategic Planning, Business Requirement..., Systems Analysis and..., Business Impact Analysis, Stakeholder Management, Project Development and..., Team Leadership, Series 7, End User Training, Risk Management, Financial Services, Wealth Management, Fixed Income, Securities, Equities, Capital Markets, Banking, Business Analysis, SDLC
Education
Pace University
Master of Science (MS), Information Systems
Rochester Institute of Technology 1982 — 1986
Bachelor of Science (BS), Bio-Medical Computing
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.