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
Luke Asher Luke Asher's UBS Experience July 2015 - Present
Job Client Service Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS July 2015 - Present
Pepperdine University October 2011 - May 2015
UBS June 2014 - January 2015
Pepperdine University September 2014 - December 2014
Walnut Heights Swim Club June 2011 - August 2013
Skills
Economics, Research, Microsoft Excel, Bloomberg Terminal, PowerPoint, Applied Mathematics..., Religion Minor, Microsoft Office, SPSS, Public Speaking, Event Planning, Teaching, Community Outreach
Education
Pepperdine University 2011 — 2015
Bachelor of Arts (BA), Economics; Minors in Applied Mathmatics, Religion
UBS July 2015 - Present
Pepperdine University October 2011 - May 2015
UBS June 2014 - January 2015
Pepperdine University September 2014 - December 2014
Walnut Heights Swim Club June 2011 - August 2013
Skills
Economics, Research, Microsoft Excel, Bloomberg Terminal, PowerPoint, Applied Mathematics..., Religion Minor, Microsoft Office, SPSS, Public Speaking, Event Planning, Teaching, Community Outreach
Education
Pepperdine University 2011 — 2015
Bachelor of Arts (BA), Economics; Minors in Applied Mathmatics, Religion
Maura Durkin Maura Durkin's UBS Experience July 2014 - August 2014
Job Fellow at Ventura County Community Foundation
Industry Nonprofit Organization Management
Experience
Ventura County Community Foundation August 2014 - Present
UBS July 2014 - August 2014
Home Team Sports, a division of Fox Sports Media Group January 2014 - April 2014
MCGINNIS REAL ESTATE 708-878-9043 May 2013 - August 2013
Skills
Business Strategy, Social Media, Media Relations, Broadcast, Music, Sports, Drums, Interviews, Digital Media, Strategic Communications, Digital Strategy, Integrated Marketing, Social Media Marketing, Guitar, Coaching, Nonprofit Consulting, Nonprofits, Financial Reporting, Spreadsheets, Microsoft Excel, PowerPoint, Facebook, Public Speaking, Editing, Leadership, Microsoft Office, Microsoft Word
Education
Pepperdine University 2012 — 2015
Bachelor of Business Administration (B.B.A.)
Ventura County Community Foundation August 2014 - Present
UBS July 2014 - August 2014
Home Team Sports, a division of Fox Sports Media Group January 2014 - April 2014
MCGINNIS REAL ESTATE 708-878-9043 May 2013 - August 2013
Skills
Business Strategy, Social Media, Media Relations, Broadcast, Music, Sports, Drums, Interviews, Digital Media, Strategic Communications, Digital Strategy, Integrated Marketing, Social Media Marketing, Guitar, Coaching, Nonprofit Consulting, Nonprofits, Financial Reporting, Spreadsheets, Microsoft Excel, PowerPoint, Facebook, Public Speaking, Editing, Leadership, Microsoft Office, Microsoft Word
Education
Pepperdine University 2012 — 2015
Bachelor of Business Administration (B.B.A.)
Andrea Leewong Andrea Leewong's UBS Experience June 2004 - August 2004
Job Head of Organic Marketing at NerdWallet
Industry Internet
Experience
NerdWallet June 2015 - Present
NerdWallet September 2014 - June 2015
Intuit June 2012 - August 2014
Intuit June 2011 - August 2011
Green Dot Corporation October 2008 - June 2010
Oliver Wyman September 2005 - October 2008
UBS June 2004 - August 2004
Skills
Product Marketing, Marketing Strategy, Competitive Analysis, Multivariate Testing, Data Analysis, Product Innovation, Market Research, Product Management, Consumer Insight, Cross-functional Team..., Strategy, Integrated Marketing, Customer Insight, Product Development, Marketing, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA
Princeton University 2001 — 2005
BSE, Operations Research and Financial Engineering
NerdWallet June 2015 - Present
NerdWallet September 2014 - June 2015
Intuit June 2012 - August 2014
Intuit June 2011 - August 2011
Green Dot Corporation October 2008 - June 2010
Oliver Wyman September 2005 - October 2008
UBS June 2004 - August 2004
Skills
Product Marketing, Marketing Strategy, Competitive Analysis, Multivariate Testing, Data Analysis, Product Innovation, Market Research, Product Management, Consumer Insight, Cross-functional Team..., Strategy, Integrated Marketing, Customer Insight, Product Development, Marketing, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA
Princeton University 2001 — 2005
BSE, Operations Research and Financial Engineering
Dean Howell Dean Howell's UBS Experience November 2013 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS November 2013 - Present
Morgan Stanley May 2005 - November 2013
Smith Barney Brokerage Firm January 1972 - May 2005
Education
Portland State University 1966 — 1972
Bachelor's degree, Business Administration and Management, General
UBS November 2013 - Present
Morgan Stanley May 2005 - November 2013
Smith Barney Brokerage Firm January 1972 - May 2005
Education
Portland State University 1966 — 1972
Bachelor's degree, Business Administration and Management, General
Mary Fan Mary Fan's UBS Experience July 2013 - Present
Job Marketing Associate at UBS
Industry Marketing and Advertising
Experience
UBS July 2013 - Present
Red Adept Publishing May 2012 - Present
Glass House Press August 2012 - Present
Bank of America March 2012 - July 2013
Magnetar Capital 2011 - February 2012
NBC Universal July 2009 - September 2009
Carl Fischer Music Publishing May 2009 - July 2009
Goldman Sachs June 2008 - August 2008
Skills
Research, Financial Analysis, Marketing Strategy, Project Management, Communication Skills, Creative Writing, Copywriting, Web Marketing, Financial Modeling, Editing, Publishing, Market Research, Blogging, Books, Publications, Writing, Marketing, Microsoft Office, Microsoft Excel, Social Media, Data Analysis, Public Speaking, Strategy
Education
Princeton University 2006 — 2010
Bachelor of Arts (BA), Music Theory and Composition
Princeton High School 2003 — 2006
UBS July 2013 - Present
Red Adept Publishing May 2012 - Present
Glass House Press August 2012 - Present
Bank of America March 2012 - July 2013
Magnetar Capital 2011 - February 2012
NBC Universal July 2009 - September 2009
Carl Fischer Music Publishing May 2009 - July 2009
Goldman Sachs June 2008 - August 2008
Skills
Research, Financial Analysis, Marketing Strategy, Project Management, Communication Skills, Creative Writing, Copywriting, Web Marketing, Financial Modeling, Editing, Publishing, Market Research, Blogging, Books, Publications, Writing, Marketing, Microsoft Office, Microsoft Excel, Social Media, Data Analysis, Public Speaking, Strategy
Education
Princeton University 2006 — 2010
Bachelor of Arts (BA), Music Theory and Composition
Princeton High School 2003 — 2006
Andrea Fisher, CFA Andrea Fisher, CFA's UBS Experience January 2011 - Present
Job Investment Strategist
Industry Investment Management
Experience
UBS January 2011 - Present
UBS February 2009 - January 2011
UBS July 2007 - January 2009
Bear Stearns 2006 - 2006
Skills
Asset Allocation, Strategic invest, Investment Strategies, Equities, Fixed Income, Portfolio Management, Tactical Asset..., Client Relations Skills, Series 7, Quantitative Analytics, Bloomberg, Mutual Funds, Research, Capital Markets, Financial Advisory, Hedge Funds, Strategy, Alternative Investments, Investments, Equity Research
Education
Penn State University 2003 — 2007
B.S., Finance, International Business, Spanish, 3.9/4.0
UBS January 2011 - Present
UBS February 2009 - January 2011
UBS July 2007 - January 2009
Bear Stearns 2006 - 2006
Skills
Asset Allocation, Strategic invest, Investment Strategies, Equities, Fixed Income, Portfolio Management, Tactical Asset..., Client Relations Skills, Series 7, Quantitative Analytics, Bloomberg, Mutual Funds, Research, Capital Markets, Financial Advisory, Hedge Funds, Strategy, Alternative Investments, Investments, Equity Research
Education
Penn State University 2003 — 2007
B.S., Finance, International Business, Spanish, 3.9/4.0
Adrian Carr Adrian Carr's UBS Experience August 2013 - Present
Job Hardware Support Technician at UBS
Industry Information Technology and Services
Experience
UBS August 2013 - Present
Flextronics October 2010 - August 2011
US Census Bureau March 2010 - July 2010
The Home Depot March 2010 - June 2010
The Carr Household October 2006 - March 2010
UPS November 2005 - October 2006
UPS November 2004 - November 2005
Norvergence, Inc March 2004 - November 2004
InterGlobe Communications September 2003 - March 2004
The Related Companies December 2002 - June 2003
Skills
Microsoft Office, A+, Android, Blackberry Enterprise..., HITPRO Implementation..., Networking, Operating Systems, Technical Support, TCP/IP
Education
Penn State University 1983 — 1985
English Language and Literature, General
American High School
UBS August 2013 - Present
Flextronics October 2010 - August 2011
US Census Bureau March 2010 - July 2010
The Home Depot March 2010 - June 2010
The Carr Household October 2006 - March 2010
UPS November 2005 - October 2006
UPS November 2004 - November 2005
Norvergence, Inc March 2004 - November 2004
InterGlobe Communications September 2003 - March 2004
The Related Companies December 2002 - June 2003
Skills
Microsoft Office, A+, Android, Blackberry Enterprise..., HITPRO Implementation..., Networking, Operating Systems, Technical Support, TCP/IP
Education
Penn State University 1983 — 1985
English Language and Literature, General
American High School
Anthony Caracciolo Anthony Caracciolo's UBS Experience March 2007 - November 2012
Job IT Application Support Management Lead at CIT Group
Industry Banking
Experience
CIT Group March 2013 - Present
Financial Services Institutions November 2012 - March 2013
UBS March 2007 - November 2012
UBS Investment Bank 1997 - 2007
Columbia University 1988 - 1994
Skills
Reference Data, Hedge Funds, Interest Rate..., Business Analysis, Structured Products, IT Strategy, Risk Management, Middle Office, Fixed Income, Trading Systems, Investment Banking, Derivatives, Market Data, Alternative Investments, Market Risk, Outsourcing, Vendor Management, Asset Management, Portfolio Management, Emerging Markets, Business Process..., Financial Services, Financial Risk, Infrastructure, Securities, Equity Trading, Low Latency, IT Operations, Swaps, Financial Markets, Bonds, Governance, Service Delivery, Structured Finance, Project Planning, Series 7, Valuation, Operational Risk, IT Solutions, Leadership, Back Office, Bloomberg, Options, Operational Risk..., Management, IT Outsourcing, Trading, IT Management, IT Service Management
Education
The Zicklin School, Baruch College, CUNY
MBA, Finance
Union College
Bachelor of Science (BS), Mechanical Engineering
Pratt Institute
Certificate in Sustainable Building Design, Architecture/Engineering
CIT Group March 2013 - Present
Financial Services Institutions November 2012 - March 2013
UBS March 2007 - November 2012
UBS Investment Bank 1997 - 2007
Columbia University 1988 - 1994
Skills
Reference Data, Hedge Funds, Interest Rate..., Business Analysis, Structured Products, IT Strategy, Risk Management, Middle Office, Fixed Income, Trading Systems, Investment Banking, Derivatives, Market Data, Alternative Investments, Market Risk, Outsourcing, Vendor Management, Asset Management, Portfolio Management, Emerging Markets, Business Process..., Financial Services, Financial Risk, Infrastructure, Securities, Equity Trading, Low Latency, IT Operations, Swaps, Financial Markets, Bonds, Governance, Service Delivery, Structured Finance, Project Planning, Series 7, Valuation, Operational Risk, IT Solutions, Leadership, Back Office, Bloomberg, Options, Operational Risk..., Management, IT Outsourcing, Trading, IT Management, IT Service Management
Education
The Zicklin School, Baruch College, CUNY
MBA, Finance
Union College
Bachelor of Science (BS), Mechanical Engineering
Pratt Institute
Certificate in Sustainable Building Design, Architecture/Engineering
Harold Li Harold Li's UBS Experience July 2011 - August 2011
Job Quantitative Analyst at Goldman Sachs | Blogger @ DataBucket
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
The Daily Princetonian February 2013 - May 2014
Princeton Business Volunteers September 2012 - May 2014
Motion Math June 2013 - August 2013
Hong Kong Monetary Authority June 2012 - August 2012
UBS July 2011 - August 2011
Skills
Research, Quantitative Analytics, Marketing, Market Research, R, Java, Operations Research, Management, Business Development, Data Analysis, Quantitative Finance, Start-ups, Python, Microsoft Word, PowerPoint, Microsoft Excel
Education
Princeton University 2011 — 2015
B.S.E., Operations Research and Financial Engineering
Phillips Exeter Academy 2007 — 2011
Graduated Cum Laude
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
The Daily Princetonian February 2013 - May 2014
Princeton Business Volunteers September 2012 - May 2014
Motion Math June 2013 - August 2013
Hong Kong Monetary Authority June 2012 - August 2012
UBS July 2011 - August 2011
Skills
Research, Quantitative Analytics, Marketing, Market Research, R, Java, Operations Research, Management, Business Development, Data Analysis, Quantitative Finance, Start-ups, Python, Microsoft Word, PowerPoint, Microsoft Excel
Education
Princeton University 2011 — 2015
B.S.E., Operations Research and Financial Engineering
Phillips Exeter Academy 2007 — 2011
Graduated Cum Laude
Anthony Marcolini Anthony Marcolini's UBS Experience May 2008 - August 2008
Job Associate Client Service Manager
Industry Financial Services
Experience
BNY Mellon September 2015 - Present
BNY Mellon July 2012 - September 2015
BNY Mellon June 2010 - June 2012
Sunobar - IT Services for Homes and Small Businesses June 2009 - December 2009
UBS May 2008 - August 2008
Betsy Ann Candy May 2007 - August 2007
Skills
Financial Analysis, Customer Service, Finance, Financial Services, Investment Banking, Organizational Behavior, Marketing, Market Research, Sustainability, PowerPoint, Microsoft Excel, Analysis, Investments
Education
Point Park University 2010 — 2014
MBA, Executive Business Management, 3.97
Robert Morris University 2006 — 2010
Bachelor of Science in Business Administration, Business Management, 3.99
South Fayette Township High School 1995 — 2006
BNY Mellon September 2015 - Present
BNY Mellon July 2012 - September 2015
BNY Mellon June 2010 - June 2012
Sunobar - IT Services for Homes and Small Businesses June 2009 - December 2009
UBS May 2008 - August 2008
Betsy Ann Candy May 2007 - August 2007
Skills
Financial Analysis, Customer Service, Finance, Financial Services, Investment Banking, Organizational Behavior, Marketing, Market Research, Sustainability, PowerPoint, Microsoft Excel, Analysis, Investments
Education
Point Park University 2010 — 2014
MBA, Executive Business Management, 3.97
Robert Morris University 2006 — 2010
Bachelor of Science in Business Administration, Business Management, 3.99
South Fayette Township High School 1995 — 2006
Bruce Wain Bruce Wain's UBS Experience July 2014 - Present
Job Director; Assistant Complex Director Minnesota at UBS
Industry Financial Services
Experience
UBS July 2014 - Present
Ameriprise Financial Services, Inc. February 2013 - July 2014
Morgan Stanley August 2008 - February 2013
UBS Wealth Management March 2000 - August 2008
Merrill Lynch March 1996 - March 2000
Reynolds Metals Company 1993 - 1996
Calcitek, Inc. 1991 - 1992
Pfizer-Shiley, Inc. 1990 - 1991
US Navy 1985 - 1990
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1994
Master of Business Administration (M.B.A.)
United States Naval Academy 1981 — 1985
Bachelor of Science (B.S.), Applied Science
The Peddie School 1979 — 1981
Kinnelon High School 1977 — 1979
UBS July 2014 - Present
Ameriprise Financial Services, Inc. February 2013 - July 2014
Morgan Stanley August 2008 - February 2013
UBS Wealth Management March 2000 - August 2008
Merrill Lynch March 1996 - March 2000
Reynolds Metals Company 1993 - 1996
Calcitek, Inc. 1991 - 1992
Pfizer-Shiley, Inc. 1990 - 1991
US Navy 1985 - 1990
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1994
Master of Business Administration (M.B.A.)
United States Naval Academy 1981 — 1985
Bachelor of Science (B.S.), Applied Science
The Peddie School 1979 — 1981
Kinnelon High School 1977 — 1979
Thanh Lam Thanh Lam's UBS Experience 2005 - 2005
Job Sr. Financial Analyst at Argent Management LLC
Industry Financial Services
Experience
Argent Management LLC January 2015 - Present
Argent Management LLC December 2013 - December 2014
The Energy Coalition 2013 - 2013
SunAsia Trading Service Company 2009 - 2011
AvalonBay Communities 2006 - 2008
UBS 2005 - 2005
Skills
Asset Managment, Financial Reporting, Financial Analysis, Managerial Finance, Financial Modeling, Asset Management, Valuation, Data Analysis, Portfolio Management, Business Development, Analysis, Finance, Capital Markets, Accounting, Leadership, Corporate Finance, Budgets, Management
Education
Pepperdine University 2011 — 2013
Master of Business Administration (MBA), Finance
University of California Riverside 2001 — 2005
B.A, Political Sciences/ International Affairs
Argent Management LLC January 2015 - Present
Argent Management LLC December 2013 - December 2014
The Energy Coalition 2013 - 2013
SunAsia Trading Service Company 2009 - 2011
AvalonBay Communities 2006 - 2008
UBS 2005 - 2005
Skills
Asset Managment, Financial Reporting, Financial Analysis, Managerial Finance, Financial Modeling, Asset Management, Valuation, Data Analysis, Portfolio Management, Business Development, Analysis, Finance, Capital Markets, Accounting, Leadership, Corporate Finance, Budgets, Management
Education
Pepperdine University 2011 — 2013
Master of Business Administration (MBA), Finance
University of California Riverside 2001 — 2005
B.A, Political Sciences/ International Affairs
Stephen F Sypek Stephen F Sypek's UBS Experience June 2011 - Present
Job Vice President Wealth Management, Financial Advisor
Industry Financial Services
Experience
UBS June 2011 - Present
Deutsche Bank April 2006 - May 2011
Smith Barney Brokerage Firm December 1999 - April 2006
Education
Providence College 1980 — 1984
Bachelor of Science (BS), Finance
UBS June 2011 - Present
Deutsche Bank April 2006 - May 2011
Smith Barney Brokerage Firm December 1999 - April 2006
Education
Providence College 1980 — 1984
Bachelor of Science (BS), Finance
Annie Schorfheide Annie Schorfheide's UBS Experience August 2012 - January 2013
Job Lead Business Consultant, UX/UI Architect
Industry Design
Experience
Perficient March 2015 - Present
Freelance 2007 - Present
Perficient March 2014 - March 2015
John Wiley and Sons August 2013 - March 2014
UBS August 2012 - January 2013
Texas Monthly January 2011 - May 2011
Houston Astros May 2010 - August 2010
Zocalo Design and Advertising January 2010 - May 2010
Austin Fit Magazine January 2009 - May 2009
CK Design Agency May 2008 - August 2008
Skills
User Experience, User Experience Testing, Software Prototyping, Rapid Prototyping, Axure RP, Adobe Creative Suite, InDesign, User Interface Design, Graphic Design, Illustrator, Interaction Design, Branding & Identity, Web Development, HTML 5, Web Design, Illustration, Photoshop, Project Management, User Experience Design, Front-end, CSS, HTML5
Education
Pratt Institute 2011 — 2013
Masters, Communications Design with an emphasis in Digital Design
The University of Texas at Austin 2007 — 2011
Bachelors, Design
Fort Worth Country Day 1994 — 2007
High School
Perficient March 2015 - Present
Freelance 2007 - Present
Perficient March 2014 - March 2015
John Wiley and Sons August 2013 - March 2014
UBS August 2012 - January 2013
Texas Monthly January 2011 - May 2011
Houston Astros May 2010 - August 2010
Zocalo Design and Advertising January 2010 - May 2010
Austin Fit Magazine January 2009 - May 2009
CK Design Agency May 2008 - August 2008
Skills
User Experience, User Experience Testing, Software Prototyping, Rapid Prototyping, Axure RP, Adobe Creative Suite, InDesign, User Interface Design, Graphic Design, Illustrator, Interaction Design, Branding & Identity, Web Development, HTML 5, Web Design, Illustration, Photoshop, Project Management, User Experience Design, Front-end, CSS, HTML5
Education
Pratt Institute 2011 — 2013
Masters, Communications Design with an emphasis in Digital Design
The University of Texas at Austin 2007 — 2011
Bachelors, Design
Fort Worth Country Day 1994 — 2007
High School
Robert Seymour Robert Seymour's UBS Experience 1995 - 2000
Job Consultant and Entrepreneur
Industry Computer Software
Experience
Self-Employed 2015 - Present
LaunchPad Central 2013 - 2014
Social Finance (SoFi) 2011 - 2013
Xpert Financial 2011 - 2011
Gordian Labs 2006 - 2010
Finaplex 2002 - 2005
Independent Consultant 2000 - 2002
UBS 1995 - 2000
Vanguard Software Corporation 1994 - 1995
Metaresearch, Inc. 1993 - 1994
Skills
Agile Methodologies, Start-ups, SaaS, Software Development, Enterprise Architecture, Scalability, Java, Strategy, Cloud Computing, Product Management
Education
Reed College 1991 — 1994
B.A., Economics and Philosophy
Portland State University 1994 — 1994
Systems Science
Wellesley College 1990 — 1991
Self-Employed 2015 - Present
LaunchPad Central 2013 - 2014
Social Finance (SoFi) 2011 - 2013
Xpert Financial 2011 - 2011
Gordian Labs 2006 - 2010
Finaplex 2002 - 2005
Independent Consultant 2000 - 2002
UBS 1995 - 2000
Vanguard Software Corporation 1994 - 1995
Metaresearch, Inc. 1993 - 1994
Skills
Agile Methodologies, Start-ups, SaaS, Software Development, Enterprise Architecture, Scalability, Java, Strategy, Cloud Computing, Product Management
Education
Reed College 1991 — 1994
B.A., Economics and Philosophy
Portland State University 1994 — 1994
Systems Science
Wellesley College 1990 — 1991
J.J. Klein's UBS Experience October 1998 - October 2003
Job Wealth Manager at Klein Wealth Management
Industry Investment Management
Experience
Klein Wealth Management 2010 - Present
Morgan Stanley October 2003 - January 2010
UBS October 1998 - October 2003
Skills
401k Rollovers, Wealth Management, Retirement Planning, Municipal Bonds, IRAs, Financial Analysis, High Yield Bonds, Stock Market, 401k, Roth IRA, Risk Management, Financial Modeling, Research, Budgets, Strategic Planning, Stock Management, Financial Risk, Simple IRA, SEP IRA, Project Management, Private Pilot, Corporate bonds
Education
Portland State University 1993 — 1995
Bachelor of Science (BS), Economics / Sociology
Klein Wealth Management 2010 - Present
Morgan Stanley October 2003 - January 2010
UBS October 1998 - October 2003
Skills
401k Rollovers, Wealth Management, Retirement Planning, Municipal Bonds, IRAs, Financial Analysis, High Yield Bonds, Stock Market, 401k, Roth IRA, Risk Management, Financial Modeling, Research, Budgets, Strategic Planning, Stock Management, Financial Risk, Simple IRA, SEP IRA, Project Management, Private Pilot, Corporate bonds
Education
Portland State University 1993 — 1995
Bachelor of Science (BS), Economics / Sociology
Macy Manning Macy Manning's UBS Experience June 2014 - August 2014
Job Summer Analyst at Goldman Sachs
Industry
Experience
Goldman Sachs June 2015 - Present
Princeton University July 2012 - Present
UBS June 2014 - August 2014
Ear Nose & Throat Center of the Ozarks June 2010 - September 2012
Education
Princeton University 2012 — 2016
Bachelor's Degree, Economics
Goldman Sachs June 2015 - Present
Princeton University July 2012 - Present
UBS June 2014 - August 2014
Ear Nose & Throat Center of the Ozarks June 2010 - September 2012
Education
Princeton University 2012 — 2016
Bachelor's Degree, Economics
Jason Macaluso Jason Macaluso's UBS Experience May 2008 - Present
Job Vice PresidentWealth Management with Boone Macaluso Capital Advisors at UBS
Industry Financial Services
Experience
UBS May 2008 - Present
Education
Providence College 1992 — 1996
Bachelor of Science (B.S.), Finance
UBS May 2008 - Present
Education
Providence College 1992 — 1996
Bachelor of Science (B.S.), Finance
gerardo sandoval gerardo sandoval's UBS Experience December 2010 - August 2014
Job J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan August 2014 - Present
UBS December 2010 - August 2014
Skills
Investments, Retirement Planning, Portfolio Management, Series 7, Wealth Management, Alternative Investments, Entrepreneurship, Financial Advisory, Series 65, Municipal Bonds, 401k, Strategic Planning, Separately Managed..., Estate Planning, Strategic Financial...
Education
Point Loma Nazarene University
ba, Kinesiology
J.P. Morgan August 2014 - Present
UBS December 2010 - August 2014
Skills
Investments, Retirement Planning, Portfolio Management, Series 7, Wealth Management, Alternative Investments, Entrepreneurship, Financial Advisory, Series 65, Municipal Bonds, 401k, Strategic Planning, Separately Managed..., Estate Planning, Strategic Financial...
Education
Point Loma Nazarene University
ba, Kinesiology
Alejandro Jankelevich's UBS Experience September 2009 - Present
Job Managing Director at UBS
Industry Investment Banking
Experience
UBS September 2009 - Present
Education
Pontificia Universidad Católica de Chile
Bachelor of Business Administration (BBA), Finance, General
UBS September 2009 - Present
Education
Pontificia Universidad Católica de Chile
Bachelor of Business Administration (BBA), Finance, General
Justin Citron's UBS Experience June 2014 - August 2014
Job Investment Banking Analyst at UBS
Industry Financial Services
Experience
UBS June 2014 - August 2014
Nittany Lion Fund, LLC April 2013 - May 2014
Wall Street Boot Camp January 2013 - April 2013
Beta Sigma Beta April 2012 - April 2013
Shovel for the Cure September 2008 - March 2010
Skills
Leadership, Investments, Valuation, Public Speaking, Equities, Fundraising, Risk Management, Leadership Development, Investment Banking, Portfolio Management, Financial Modeling, Time Management, Finance, Financial Analysis, Financial Institutions, Philanthropy, Microsoft Office, Microsoft Excel, PowerPoint
Education
Penn State University 2011 — 2015
Finance
Montville Township High School 2007 — 2011
UBS June 2014 - August 2014
Nittany Lion Fund, LLC April 2013 - May 2014
Wall Street Boot Camp January 2013 - April 2013
Beta Sigma Beta April 2012 - April 2013
Shovel for the Cure September 2008 - March 2010
Skills
Leadership, Investments, Valuation, Public Speaking, Equities, Fundraising, Risk Management, Leadership Development, Investment Banking, Portfolio Management, Financial Modeling, Time Management, Finance, Financial Analysis, Financial Institutions, Philanthropy, Microsoft Office, Microsoft Excel, PowerPoint
Education
Penn State University 2011 — 2015
Finance
Montville Township High School 2007 — 2011
Christopher Berger Christopher Berger's UBS Experience June 2005 - August 2005
Job Financial Markets Advisory at BlackRock
Industry Financial Services
Experience
BlackRock April 2015 - Present
Federal Reserve Bank of New York July 2012 - April 2015
The Rohatyn Group June 2010 - September 2010
Orion Consultants July 2006 - July 2009
UBS June 2005 - August 2005
Penn Schoen Berland June 2004 - August 2004
Skills
Fixed Income, Financial Markets, Macroeconomics, Bonds, Monetary policy, Foreign Exchange, High Yield Bonds, Sovereign Debt, International Economics, Economics, Emerging Markets, Finance
Education
The Fletcher School 2009 — 2011
MA, International Affairs
Princeton University 2002 — 2006
AB, History, 20th Century US Foreign Policy
BlackRock April 2015 - Present
Federal Reserve Bank of New York July 2012 - April 2015
The Rohatyn Group June 2010 - September 2010
Orion Consultants July 2006 - July 2009
UBS June 2005 - August 2005
Penn Schoen Berland June 2004 - August 2004
Skills
Fixed Income, Financial Markets, Macroeconomics, Bonds, Monetary policy, Foreign Exchange, High Yield Bonds, Sovereign Debt, International Economics, Economics, Emerging Markets, Finance
Education
The Fletcher School 2009 — 2011
MA, International Affairs
Princeton University 2002 — 2006
AB, History, 20th Century US Foreign Policy
Bobbie Anderson Bobbie Anderson's UBS Experience March 2014 - Present
Job Human Resources Professional
Industry Human Resources
Experience
UBS March 2014 - Present
UBS July 2013 - Present
Insight Global June 2012 - June 2013
Providence College January 2011 - June 2012
Aritzia November 2010 - January 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Education
Providence College 2008 — 2012
UBS March 2014 - Present
UBS July 2013 - Present
Insight Global June 2012 - June 2013
Providence College January 2011 - June 2012
Aritzia November 2010 - January 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Education
Providence College 2008 — 2012
Kevin Entwistle's UBS Experience October 2014 - April 2015
Job Global Distribution Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2015 - Present
Southern Tide September 2013 - May 2015
UBS October 2014 - April 2015
UBS Wealth Management June 2014 - August 2014
Martin W. Richard Charitable Foundation January 2014 - April 2014
UBS Wealth Management May 2013 - July 2013
UBS Wealth Management June 2012 - August 2012
The Ridgewood Country Club May 2012 - July 2012
The Ridgewood Country Club July 2011 - August 2011
Skills
Client Service Oriented, Oral & Written..., Wealth Management, Finance, Accounting, Wealth Management..., Financial Accounting, Research, Wealth Preservation..., Hedge Funds, Sales, Public Speaking, Fixed Income Analysis, Fundraising, Team Leadership, Internships, Philanthropy, Organizational..., Municipalities, Municipal Bonds, Microsoft Excel, Equity Research, Estate Planning, Event Management, Event Planning, Live Events, Data Analysis, Microsoft Word, Marathon, Quantitative Research, Minute Taking, Microsoft Office, Intercollegiate..., Mountaineering, Technical Analysis, Critical Thinking, Collaborative..., National Honor Society, Lifeguarding, Musicians, Equities, PowerPoint, Fixed Income, Portfolio Management, Sustainable Energy, Environmental Awareness, Client Services, Communication
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance, G.P.A. 3.34
Ridgewood High School 2007 — 2011
High School, GPA 3.7
Putnam Investments September 2015 - Present
Southern Tide September 2013 - May 2015
UBS October 2014 - April 2015
UBS Wealth Management June 2014 - August 2014
Martin W. Richard Charitable Foundation January 2014 - April 2014
UBS Wealth Management May 2013 - July 2013
UBS Wealth Management June 2012 - August 2012
The Ridgewood Country Club May 2012 - July 2012
The Ridgewood Country Club July 2011 - August 2011
Skills
Client Service Oriented, Oral & Written..., Wealth Management, Finance, Accounting, Wealth Management..., Financial Accounting, Research, Wealth Preservation..., Hedge Funds, Sales, Public Speaking, Fixed Income Analysis, Fundraising, Team Leadership, Internships, Philanthropy, Organizational..., Municipalities, Municipal Bonds, Microsoft Excel, Equity Research, Estate Planning, Event Management, Event Planning, Live Events, Data Analysis, Microsoft Word, Marathon, Quantitative Research, Minute Taking, Microsoft Office, Intercollegiate..., Mountaineering, Technical Analysis, Critical Thinking, Collaborative..., National Honor Society, Lifeguarding, Musicians, Equities, PowerPoint, Fixed Income, Portfolio Management, Sustainable Energy, Environmental Awareness, Client Services, Communication
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance, G.P.A. 3.34
Ridgewood High School 2007 — 2011
High School, GPA 3.7
Reinaldo Medina Reinaldo Medina's UBS Experience August 2006 - February 2008
Job Senior Global HR Professional
Industry Human Resources
Experience
Emerson Process Management March 2013 - Present
Kraft Food July 2010 - March 2013
ExxonMobil June 2009 - August 2009
Kaplan Test Prep and Admissions March 2008 - August 2008
UBS August 2006 - February 2008
Skills
Performance Management, Employee Benefits, HR Policies, Strategic Human..., Coaching, Budgeting, Customer Relations, Data Analysis, Project Planning, Project Implementation, Project Coordination, Training & Development, Investigations, Progressive Discipline, Conflict Resolution, Organizational..., Organizational..., Global Human Resources..., Affirmative Action..., Diversity & Inclusion, Onboarding, Root Cause Analysis, Benefits Administration, Customer Service, Employee Training, Compensation Structures, Remuneration, Compensation Strategies, Global Compensation, HR Project Management, HR Consulting, KPI implementation, HR Metrics, Performance Metrics, Metric Development, Compensation & Benefits..., Private Investigations, Succession Planning, Human Resources, Budgets, New Hire Orientations, HRIS, Talent Management, Labor Relations, Deferred Compensation, Workforce Planning, College Recruiting, Organizational Design, Applicant Tracking..., Employee Engagement
Education
University of Wisconsin-Madison 2008 — 2010
MBA, Strategic Human Resources Management
Universidade Federal do Paraná 2006 — 2006
Semestre de Pós-Graduação - Mestrado, Administração
Pontifícia Universidade Católica do Rio de Janeiro / PUC-Rio 2006 — 2006
University of Florida 2005 — 2006
Master of Arts (MA), International Business
University of Florida 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
University of Florida 2001 — 2005
Bachelor of Science (BS), Psychology
Emerson Process Management March 2013 - Present
Kraft Food July 2010 - March 2013
ExxonMobil June 2009 - August 2009
Kaplan Test Prep and Admissions March 2008 - August 2008
UBS August 2006 - February 2008
Skills
Performance Management, Employee Benefits, HR Policies, Strategic Human..., Coaching, Budgeting, Customer Relations, Data Analysis, Project Planning, Project Implementation, Project Coordination, Training & Development, Investigations, Progressive Discipline, Conflict Resolution, Organizational..., Organizational..., Global Human Resources..., Affirmative Action..., Diversity & Inclusion, Onboarding, Root Cause Analysis, Benefits Administration, Customer Service, Employee Training, Compensation Structures, Remuneration, Compensation Strategies, Global Compensation, HR Project Management, HR Consulting, KPI implementation, HR Metrics, Performance Metrics, Metric Development, Compensation & Benefits..., Private Investigations, Succession Planning, Human Resources, Budgets, New Hire Orientations, HRIS, Talent Management, Labor Relations, Deferred Compensation, Workforce Planning, College Recruiting, Organizational Design, Applicant Tracking..., Employee Engagement
Education
University of Wisconsin-Madison 2008 — 2010
MBA, Strategic Human Resources Management
Universidade Federal do Paraná 2006 — 2006
Semestre de Pós-Graduação - Mestrado, Administração
Pontifícia Universidade Católica do Rio de Janeiro / PUC-Rio 2006 — 2006
University of Florida 2005 — 2006
Master of Arts (MA), International Business
University of Florida 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
University of Florida 2001 — 2005
Bachelor of Science (BS), Psychology
Alex Grappo Alex Grappo's UBS Experience July 2006 - January 2007
Job Founder at Wurksight
Industry Computer Software
Experience
Wurksight July 2012 - Present
Call-It-Out, Inc July 2012 - Present
Tesla Motors July 2009 - January 2010
Self Employed January 2007 - August 2009
UBS July 2006 - January 2007
Student Endowment For Educational Development (SEED) January 2006 - June 2006
Cushman & Wakefield May 2005 - July 2005
Skills
Mobile Applications, Mobile Technology, Business Development, Entrepreneurship, Start-ups, Public Speaking, Strategy, Strategic Partnerships, Mobile Devices, Marketing, Cloud Computing, SaaS, Business Strategy, Strategic Planning, Software Development, International Sales, International Business, Fundraising, Mobile Marketing, Early-stage Startups, Start-up Ventures, Private Equity, Medical Devices, Medical Sales, Marketing Strategy, Digital Strategy, Mergers & Acquisitions, Program Management, Management, Angel Investing, E-commerce
Education
Pepperdine University 2007 — 2011
Business
Virginia Polytechnical Institute and State University 2004 — 2006
Finance
Wurksight July 2012 - Present
Call-It-Out, Inc July 2012 - Present
Tesla Motors July 2009 - January 2010
Self Employed January 2007 - August 2009
UBS July 2006 - January 2007
Student Endowment For Educational Development (SEED) January 2006 - June 2006
Cushman & Wakefield May 2005 - July 2005
Skills
Mobile Applications, Mobile Technology, Business Development, Entrepreneurship, Start-ups, Public Speaking, Strategy, Strategic Partnerships, Mobile Devices, Marketing, Cloud Computing, SaaS, Business Strategy, Strategic Planning, Software Development, International Sales, International Business, Fundraising, Mobile Marketing, Early-stage Startups, Start-up Ventures, Private Equity, Medical Devices, Medical Sales, Marketing Strategy, Digital Strategy, Mergers & Acquisitions, Program Management, Management, Angel Investing, E-commerce
Education
Pepperdine University 2007 — 2011
Business
Virginia Polytechnical Institute and State University 2004 — 2006
Finance
Philip Schmitt CIMA® Philip Schmitt CIMA®'s UBS Experience January 2003 - July 2005
Job Sr. Research Analyst at Verus Investments
Industry Financial Services
Experience
Verus Investments November 2013 - Present
Confluence Wealth Management August 2011 - April 2013
Nike January 2007 - August 2011
Cisco July 2005 - January 2007
UBS January 2003 - July 2005
Skills
Bloomberg, Reuters, Investments, Investment Strategies, Portfolio Management, Fixed Income, Wealth Management, Asset Allocation, Trading, Financial Advisory, Asset Management, Investment Management, Bonds, Financial Services, Capital Markets
Education
University of Portland 2001 — 2003
MBA, Business
Portland State University 1994 — 1997
BS, Economics
Verus Investments November 2013 - Present
Confluence Wealth Management August 2011 - April 2013
Nike January 2007 - August 2011
Cisco July 2005 - January 2007
UBS January 2003 - July 2005
Skills
Bloomberg, Reuters, Investments, Investment Strategies, Portfolio Management, Fixed Income, Wealth Management, Asset Allocation, Trading, Financial Advisory, Asset Management, Investment Management, Bonds, Financial Services, Capital Markets
Education
University of Portland 2001 — 2003
MBA, Business
Portland State University 1994 — 1997
BS, Economics
Richard Zhang Richard Zhang's UBS Experience May 2008 - August 2008
Job Integration Management Finance Lead at Caraustar
Industry Packaging and Containers
Experience
Caraustar August 2014 - Present
H.I.G. Capital July 2012 - July 2014
J.P. Morgan June 2010 - June 2012
J.P. Morgan June 2009 - August 2009
UBS May 2008 - August 2008
Skills
Investment Banking, Mergers & Acquisitions, Growth Capital, Investments, LBO, Recapitalizations, Middle Market, Equity Capital Markets, Private Equity
Education
Princeton University 2006 — 2010
AB, Economics
Caraustar August 2014 - Present
H.I.G. Capital July 2012 - July 2014
J.P. Morgan June 2010 - June 2012
J.P. Morgan June 2009 - August 2009
UBS May 2008 - August 2008
Skills
Investment Banking, Mergers & Acquisitions, Growth Capital, Investments, LBO, Recapitalizations, Middle Market, Equity Capital Markets, Private Equity
Education
Princeton University 2006 — 2010
AB, Economics
David R Weber David R Weber's UBS Experience July 2000 - September 2007
Job First Vice President Investments . Wells Fargo Advisors, LLC
Industry Financial Services
Experience
UBS July 2000 - September 2007
Merrill Lynch January 1980 - July 2000
Skills
Retirement Planning, Investments, Insurance, Strategy, Investment Strategies, Sales, Investment Advisory, Mutual Funds, Retirement, Asset Allocation, Securities, Fixed Annuities, Financial Advisory, Equities, Strategic Investment..., Estate Planning...
Education
Prince George's Community College 1970 — 1972
Business
UBS July 2000 - September 2007
Merrill Lynch January 1980 - July 2000
Skills
Retirement Planning, Investments, Insurance, Strategy, Investment Strategies, Sales, Investment Advisory, Mutual Funds, Retirement, Asset Allocation, Securities, Fixed Annuities, Financial Advisory, Equities, Strategic Investment..., Estate Planning...
Education
Prince George's Community College 1970 — 1972
Business
David B. Siebert, Jr.'s UBS Experience August 2003 - April 2009
Job First Vice President
Industry Financial Services
Experience
First Financial Equity Corporation April 2009 - Present
UBS August 2003 - April 2009
Merrill Lynch December 1997 - August 2003
Prudential Securities October 1994 - December 1997
Skills
Investments, Mutual Funds, Portfolio Management, Series 63, Series 7, ETFs, Equities, Fixed Income, Wealth Management..., Asset Allocation, Financial Planners, Series 65
Education
Princeton University 1976 — 1981
A.B., Geological and Geophysical Sciences
Wilmington Friends School 1972 — 1975
High School
First Financial Equity Corporation April 2009 - Present
UBS August 2003 - April 2009
Merrill Lynch December 1997 - August 2003
Prudential Securities October 1994 - December 1997
Skills
Investments, Mutual Funds, Portfolio Management, Series 63, Series 7, ETFs, Equities, Fixed Income, Wealth Management..., Asset Allocation, Financial Planners, Series 65
Education
Princeton University 1976 — 1981
A.B., Geological and Geophysical Sciences
Wilmington Friends School 1972 — 1975
High School
Richard Sun, CFA's UBS Experience February 1991 - March 1994
Job Vice Chairman & Chief Strategy Officer at Best Tech Brands LLC
Industry Renewables & Environment
Experience
Best Tech Brands LLC February 2011 - Present
Sun & Co. January 2002 - Present
WISEarth Organics April 2010 - January 2011
TerraCycle November 2007 - July 2009
HydroSki April 2001 - November 2001
Emerging Markets Partnership May 1994 - April 2001
UBS February 1991 - March 1994
Sun Associates January 1990 - January 1991
CS First Boston January 1981 - December 1989
Goldman Sachs March 1976 - January 1981
Skills
Venture Capital, Private Equity, Start-ups, Mergers & Acquisitions, Entrepreneurship, Corporate Development, Strategy, Strategic Planning, Angel Investing, Cleantech, Joint Ventures, Business Strategy, Funding, Mergers, Equities, Project Finance, Due Diligence, Investments, Private Placements, Restructuring, Investment Banking, Board of Directors, LBO, Finance, Leveraged Finance, Structured Finance, Growth Capital, Portfolio Management, Financial Structuring, Renewable Energy, Energy, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1973 — 1975
MBA, Finance & International Business
Princeton University 1968 — 1972
BA, Politics
Best Tech Brands LLC February 2011 - Present
Sun & Co. January 2002 - Present
WISEarth Organics April 2010 - January 2011
TerraCycle November 2007 - July 2009
HydroSki April 2001 - November 2001
Emerging Markets Partnership May 1994 - April 2001
UBS February 1991 - March 1994
Sun Associates January 1990 - January 1991
CS First Boston January 1981 - December 1989
Goldman Sachs March 1976 - January 1981
Skills
Venture Capital, Private Equity, Start-ups, Mergers & Acquisitions, Entrepreneurship, Corporate Development, Strategy, Strategic Planning, Angel Investing, Cleantech, Joint Ventures, Business Strategy, Funding, Mergers, Equities, Project Finance, Due Diligence, Investments, Private Placements, Restructuring, Investment Banking, Board of Directors, LBO, Finance, Leveraged Finance, Structured Finance, Growth Capital, Portfolio Management, Financial Structuring, Renewable Energy, Energy, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1973 — 1975
MBA, Finance & International Business
Princeton University 1968 — 1972
BA, Politics
Jim Marcus's UBS Experience November 1984 - Present
Job First Vice President at UBS Wealth Management, The Baum Consulting Group
Industry Financial Services
Experience
UBS November 1984 - Present
Skills
Wealth Management, Investments, Strategic Planning, Asset Allocation, Financial Planning, Financial Services, Leadership, Program Management, Start-ups, Finance
Education
University of Iowa 1975 — 1977
MFA, Theater Arts
Point Park University 1970 — 1974
BA, Theater Arts
UBS November 1984 - Present
Skills
Wealth Management, Investments, Strategic Planning, Asset Allocation, Financial Planning, Financial Services, Leadership, Program Management, Start-ups, Finance
Education
University of Iowa 1975 — 1977
MFA, Theater Arts
Point Park University 1970 — 1974
BA, Theater Arts
Timothy Boyd's UBS Experience October 2003 - March 2004
Job Digital Product Design & Research
Industry Internet
Experience
FanDuel Inc. March 2015 - Present
Sling TV July 2012 - March 2015
Pratt Institute January 2012 - May 2014
Sling Media November 2007 - July 2012
ID Society May 2004 - November 2007
Firstborn Multimedia January 2004 - May 2004
UBS October 2003 - March 2004
IconNicholson November 2003 - December 2003
Linde Healthcare August 1999 - September 2003
Skills
Information Architecture, User Experience, Interaction Design, User-centered Design, Usability, Web Standards, Web Strategy, Informatics, User Interface Design, Wireframes, User Experience Design, Usability Testing, HTML 5, CMS, Mobile Devices
Education
Pratt Institute
MS, Library and Information Science
Truman State University
BA, English (Critical Theory)
FanDuel Inc. March 2015 - Present
Sling TV July 2012 - March 2015
Pratt Institute January 2012 - May 2014
Sling Media November 2007 - July 2012
ID Society May 2004 - November 2007
Firstborn Multimedia January 2004 - May 2004
UBS October 2003 - March 2004
IconNicholson November 2003 - December 2003
Linde Healthcare August 1999 - September 2003
Skills
Information Architecture, User Experience, Interaction Design, User-centered Design, Usability, Web Standards, Web Strategy, Informatics, User Interface Design, Wireframes, User Experience Design, Usability Testing, HTML 5, CMS, Mobile Devices
Education
Pratt Institute
MS, Library and Information Science
Truman State University
BA, English (Critical Theory)
Christine Hawkins Christine Hawkins's UBS Experience 2005 - 2006
Job Sr HR & Business Consultant at CLH Consulting
Industry Human Resources
Experience
CLH Consulting October 2014 - Present
Starwood Hotels & Resorts Waikiki 2009 - Present
TPO Human Resources Management & Consulting March 2011 - October 2014
Healthways April 2011 - September 2011
Starwood Hotels & Resorts 2009 - March 2011
Starwood Hotels & Resorts Worldwide, Inc. 2009 - 2011
Argosy University 2008 - 2008
MassMutual 2007 - 2008
Quality Home Loans 2006 - 2008
UBS 2005 - 2006
Skills
ATS, Banking, Talent Acquisition, Talent Management, Hiring, Employee Relations, Human Resources..., Wage & Hour, FMLA/CFRA/PDL/PFL, Time Away From Work, Vacation/PTO, Union Contracts, Collective Bargaining, Workplace Investigations, Recruiting, Applicant Tracking..., HR Consulting, Policy, Workplace Safety, Human Resources, Sourcing, Training, Technical Recruiting, Management, Leadership, Payroll, Leadership Development, HRIS, Personnel Management, Coaching, Marketing, Onboarding, Labor Relations, Interviews, Succession Planning, Benefits Administration, Executive Search, Performance Management, Employee Benefits, Deferred Compensation, Employee Engagement
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2003
BSM, HR, Strategy, Org Behavior
CLH Consulting October 2014 - Present
Starwood Hotels & Resorts Waikiki 2009 - Present
TPO Human Resources Management & Consulting March 2011 - October 2014
Healthways April 2011 - September 2011
Starwood Hotels & Resorts 2009 - March 2011
Starwood Hotels & Resorts Worldwide, Inc. 2009 - 2011
Argosy University 2008 - 2008
MassMutual 2007 - 2008
Quality Home Loans 2006 - 2008
UBS 2005 - 2006
Skills
ATS, Banking, Talent Acquisition, Talent Management, Hiring, Employee Relations, Human Resources..., Wage & Hour, FMLA/CFRA/PDL/PFL, Time Away From Work, Vacation/PTO, Union Contracts, Collective Bargaining, Workplace Investigations, Recruiting, Applicant Tracking..., HR Consulting, Policy, Workplace Safety, Human Resources, Sourcing, Training, Technical Recruiting, Management, Leadership, Payroll, Leadership Development, HRIS, Personnel Management, Coaching, Marketing, Onboarding, Labor Relations, Interviews, Succession Planning, Benefits Administration, Executive Search, Performance Management, Employee Benefits, Deferred Compensation, Employee Engagement
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2003
BSM, HR, Strategy, Org Behavior
Dancia Rose Dancia Rose's UBS Experience June 2004 - October 2008
Job Owner at The Monogram Studio
Industry Retail
Experience
The Monogram Studio October 2008 - Present
UBS June 2004 - October 2008
Skills
Customer Service, Investments, Investment Banking, Series 7, Marketing Strategy, Strategic Planning, Business Strategy, Marketing, Fixed Income, Entrepreneurship
Education
Point Loma Nazarene University 1989 — 1993
San Diego State University-California State University
The Monogram Studio October 2008 - Present
UBS June 2004 - October 2008
Skills
Customer Service, Investments, Investment Banking, Series 7, Marketing Strategy, Strategic Planning, Business Strategy, Marketing, Fixed Income, Entrepreneurship
Education
Point Loma Nazarene University 1989 — 1993
San Diego State University-California State University
Rick Witherspoon, CRPS's UBS Experience August 2006 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS August 2006 - Present
Piper Jaffrey April 2005 - August 2006
UBS April 1999 - April 2005
Education
University of Arkansas at Little Rock 1977 — 1982
Bachelor Business Administration, Business, Economics
Princeton University 2001 — 2001
Leaders Leading Change, Management
College for Financial Planning 2009 — 2009
Chartered Retirement Plans Specialist (CRPS)
UBS August 2006 - Present
Piper Jaffrey April 2005 - August 2006
UBS April 1999 - April 2005
Education
University of Arkansas at Little Rock 1977 — 1982
Bachelor Business Administration, Business, Economics
Princeton University 2001 — 2001
Leaders Leading Change, Management
College for Financial Planning 2009 — 2009
Chartered Retirement Plans Specialist (CRPS)
Derek Katz Derek Katz's UBS Experience September 1997 - April 2001
Job Managing Director at Mountain View Capital Group
Industry Financial Services
Experience
MountainView Capital Holdings September 2008 - Present
Natixis April 2002 - January 2008
Credit Suisse First Boston April 2001 - April 2002
UBS September 1997 - April 2001
Skills
Capital Markets, Securitization, Mortgage Lending, Fixed Income, Loans, ABS, Mortgage Banking, Structured Finance, Valuation, MBS, Finance, Portfolio Management, Funding, Credit Analysis, Banking, Credit, Hedge Funds, Asset Managment, Investments, Asset Management, Financial Structuring, Investment Properties, Residential Mortgages, Management, Loan Origination, Real Estate Economics, Real Estate Financing, Underwriting
Education
Princeton University 1993 — 1997
MountainView Capital Holdings September 2008 - Present
Natixis April 2002 - January 2008
Credit Suisse First Boston April 2001 - April 2002
UBS September 1997 - April 2001
Skills
Capital Markets, Securitization, Mortgage Lending, Fixed Income, Loans, ABS, Mortgage Banking, Structured Finance, Valuation, MBS, Finance, Portfolio Management, Funding, Credit Analysis, Banking, Credit, Hedge Funds, Asset Managment, Investments, Asset Management, Financial Structuring, Investment Properties, Residential Mortgages, Management, Loan Origination, Real Estate Economics, Real Estate Financing, Underwriting
Education
Princeton University 1993 — 1997
Timothy Carr Timothy Carr's UBS Experience 2001 - 2004
Job Director at Bank of America
Industry Investment Banking
Experience
Bank of America February 2013 - Present
Bank of America April 2012 - Present
CIBC World Markets June 2006 - June 2011
Credit Suisse First Boston 2004 - 2006
UBS Investment Bank 2001 - 2004
UBS 2001 - 2004
SunGard 1994 - 2000
Exis Consulting June 1992 - July 1994
Skills
Equities, Credit Risk, Foreign Exchange, Fixed Income, Investment Banking, Market Risk, Capital Markets, FX Options, Prime Brokerage, Asset Management, Trading, Trading Systems, Electronic Trading, Financial Markets, Financial Services, Portfolio Management, Hedge Funds, Options, Market Data
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance and Multinational Management
Princeton University 1984 — 1988
BSE, Electrical Engineering and Computer Science
Bank of America February 2013 - Present
Bank of America April 2012 - Present
CIBC World Markets June 2006 - June 2011
Credit Suisse First Boston 2004 - 2006
UBS Investment Bank 2001 - 2004
UBS 2001 - 2004
SunGard 1994 - 2000
Exis Consulting June 1992 - July 1994
Skills
Equities, Credit Risk, Foreign Exchange, Fixed Income, Investment Banking, Market Risk, Capital Markets, FX Options, Prime Brokerage, Asset Management, Trading, Trading Systems, Electronic Trading, Financial Markets, Financial Services, Portfolio Management, Hedge Funds, Options, Market Data
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance and Multinational Management
Princeton University 1984 — 1988
BSE, Electrical Engineering and Computer Science
Matt Fanelli's UBS Experience June 2011 - August 2011
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Princeton University July 2012 - August 2012
UBS June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Research, Financial Modeling, Economics, Wealth Management, Data Analysis, Stata, Public Speaking, Valuation
Education
Princeton University 2009 — 2013
Bachelor of Arts, Woodrow Wilson School of Public and International Affairs
Oxford University
International Relations
St. Joseph's Preparatory School 2005 — 2009
Princeton University July 2012 - August 2012
UBS June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Research, Financial Modeling, Economics, Wealth Management, Data Analysis, Stata, Public Speaking, Valuation
Education
Princeton University 2009 — 2013
Bachelor of Arts, Woodrow Wilson School of Public and International Affairs
Oxford University
International Relations
St. Joseph's Preparatory School 2005 — 2009
Barbara (Bruyette) Jordan, CPTM's UBS Experience 1999 - 2004
Job Chief Learning Officer at Jackson Hewitt
Industry Financial Services
Experience
Jackson Hewitt Tax Service November 2004 - Present
UBS 1999 - 2004
American International Underwriters 1997 - 1999
TIAA-CREF 1994 - 1997
Dreyfus 1993 - 1994
Q Technologies 1987 - 1992
PeopleExpress Airlines January 1984 - September 1987
Skills
Performance Improvement, Curriculum Design, Team Leadership, Leadership Development, Instructional Design, Needs Analysis, Blended Learning, E-Learning, Strategic Planning, Talent Management, Organizational..., Performance Management, Leadership, Public Speaking, Team Building, Learning Management..., Training, Executive Coaching, Organizational..., Customer Service, Customer Experience, Curriculum Development, Employee Engagement, Employee Training, Succession Planning, Training Delivery, Coaching, Onboarding, Staff Development, Workshop Facilitation, Change Management, Career Development, Human Resources, Employee Relations, Organizational Design, Instructor-led Training
Education
Providence College
BS, Marketing
Jackson Hewitt Tax Service November 2004 - Present
UBS 1999 - 2004
American International Underwriters 1997 - 1999
TIAA-CREF 1994 - 1997
Dreyfus 1993 - 1994
Q Technologies 1987 - 1992
PeopleExpress Airlines January 1984 - September 1987
Skills
Performance Improvement, Curriculum Design, Team Leadership, Leadership Development, Instructional Design, Needs Analysis, Blended Learning, E-Learning, Strategic Planning, Talent Management, Organizational..., Performance Management, Leadership, Public Speaking, Team Building, Learning Management..., Training, Executive Coaching, Organizational..., Customer Service, Customer Experience, Curriculum Development, Employee Engagement, Employee Training, Succession Planning, Training Delivery, Coaching, Onboarding, Staff Development, Workshop Facilitation, Change Management, Career Development, Human Resources, Employee Relations, Organizational Design, Instructor-led Training
Education
Providence College
BS, Marketing
Chuwei(Amanda) Mao Chuwei(Amanda) Mao's UBS Experience July 2011 - July 2011
Job Quantitative Analyst at Constellation Energy
Industry Financial Services
Experience
SunGard Risk and Performance June 2012 - August 2012
UBS July 2011 - July 2011
Ping An Securities Company Ltd November 2010 - February 2011
HSBC July 2010 - August 2010
Skills
Quantitative Finance, Matlab, R, Risk Management, Statistics, SQL, Management Consulting
Education
Princeton University 2011 — 2013
Master, Finance
Tsinghua University 2007 — 2011
Bachelor, Management Science
University of Waterloo 2009 — 2009
Exchange Program, Mathematics
SunGard Risk and Performance June 2012 - August 2012
UBS July 2011 - July 2011
Ping An Securities Company Ltd November 2010 - February 2011
HSBC July 2010 - August 2010
Skills
Quantitative Finance, Matlab, R, Risk Management, Statistics, SQL, Management Consulting
Education
Princeton University 2011 — 2013
Master, Finance
Tsinghua University 2007 — 2011
Bachelor, Management Science
University of Waterloo 2009 — 2009
Exchange Program, Mathematics
Joseph Weiss Joseph Weiss's UBS Experience January 2011 - July 2011
Job Consulting Actuary at Risk & Regulatory Consulting, LLC
Industry Insurance
Experience
Risk & Regulatory Consulting, LLC August 2015 - Present
Voya Financial April 2014 - August 2015
ING U.S. October 2011 - April 2014
UBS January 2011 - July 2011
Hartford Life June 2005 - January 2009
Ernst & Young July 2000 - June 2005
Tillinghast 1995 - 1998
Milliman 1991 - 1995
William M Mercer 1990 - 1991
Skills
ALM, Actuarial Science
Education
Penn State University 1985 — 1988
BS, Mathematics
Risk & Regulatory Consulting, LLC August 2015 - Present
Voya Financial April 2014 - August 2015
ING U.S. October 2011 - April 2014
UBS January 2011 - July 2011
Hartford Life June 2005 - January 2009
Ernst & Young July 2000 - June 2005
Tillinghast 1995 - 1998
Milliman 1991 - 1995
William M Mercer 1990 - 1991
Skills
ALM, Actuarial Science
Education
Penn State University 1985 — 1988
BS, Mathematics
William A Evancho, CFP®, CRPC® William A Evancho, CFP®, CRPC®'s UBS Experience May 2010 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS May 2010 - Present
Morgan Stanley Smith Barney September 2005 - May 2010
Merrill Lynch January 1998 - September 2005
Education
Penn State University
UBS May 2010 - Present
Morgan Stanley Smith Barney September 2005 - May 2010
Merrill Lynch January 1998 - September 2005
Education
Penn State University
Kael Kristof, CFA's UBS Experience June 2009 - August 2009
Job
Industry Internet
Experience
Zenefits June 2015 - Present
Zenefits December 2014 - June 2015
Zenefits July 2014 - December 2014
Cambridge Associates January 2013 - June 2014
Cambridge Associates March 2012 - December 2012
Cambridge Associates January 2012 - February 2012
Cambridge Associates July 2010 - December 2011
UBS June 2009 - August 2009
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Investments, Private Equity, Valuation, Venture Capital, Alternative Investments, Microsoft Excel, PowerPoint, Client Presentation, Team Management, Asset Allocation, Due Diligence, Capital Markets, Finance, Business Strategy, Hedge Funds, Analysis, Management
Education
Pomona College 2006 — 2010
BA
The University of Edinburgh 2008 — 2008
Mercer Island High School 2002 — 2006
Zenefits June 2015 - Present
Zenefits December 2014 - June 2015
Zenefits July 2014 - December 2014
Cambridge Associates January 2013 - June 2014
Cambridge Associates March 2012 - December 2012
Cambridge Associates January 2012 - February 2012
Cambridge Associates July 2010 - December 2011
UBS June 2009 - August 2009
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Investments, Private Equity, Valuation, Venture Capital, Alternative Investments, Microsoft Excel, PowerPoint, Client Presentation, Team Management, Asset Allocation, Due Diligence, Capital Markets, Finance, Business Strategy, Hedge Funds, Analysis, Management
Education
Pomona College 2006 — 2010
BA
The University of Edinburgh 2008 — 2008
Mercer Island High School 2002 — 2006
Dan Pense Dan Pense's UBS Experience November 2002 - July 2005
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Credit Suisse April 2010 - October 2013
Raptor Trading Systems July 2005 - August 2009
UBS November 2002 - July 2005
Credit Suisse November 2000 - November 2002
Donaldson, Lufkin & Jenrette January 2000 - November 2000
Bridge Information Systems October 1997 - January 2000
Skills
Trading Systems, Electronic Trading, Equities, Business Analysis, Fixed Income, Options, Trading, FX Options, Equity Trading, Financial Markets, Integration, Low Latency, Project Management, Middle Office, Market Data, Scope Management, Exchange Connectivity, @Risk, Derivatives, Equity Derivatives, Order Management, Documentations, Prime Brokerage, Information Technology
Education
Assemblies of God Theological Seminary 1989 — 1991
M.Div.
Penn State University 1979 — 1984
BS, Physics
Morgan Stanley October 2013 - Present
Credit Suisse April 2010 - October 2013
Raptor Trading Systems July 2005 - August 2009
UBS November 2002 - July 2005
Credit Suisse November 2000 - November 2002
Donaldson, Lufkin & Jenrette January 2000 - November 2000
Bridge Information Systems October 1997 - January 2000
Skills
Trading Systems, Electronic Trading, Equities, Business Analysis, Fixed Income, Options, Trading, FX Options, Equity Trading, Financial Markets, Integration, Low Latency, Project Management, Middle Office, Market Data, Scope Management, Exchange Connectivity, @Risk, Derivatives, Equity Derivatives, Order Management, Documentations, Prime Brokerage, Information Technology
Education
Assemblies of God Theological Seminary 1989 — 1991
M.Div.
Penn State University 1979 — 1984
BS, Physics
Bianca Pinho, PHR Bianca Pinho, PHR's UBS Experience May 2014 - Present
Job Human Resources Advisor | UBS Americas
Industry Financial Services
Experience
UBS May 2014 - Present
ING U.S. November 2007 - October 2013
Millennium bcp bank U.S. May 2004 - February 2007
Hartz Mountain Corporation April 2003 - April 2004
L'Oréal Brazil May 2001 - September 2001
Banco Boavista - Espirito Santo Bank Brazil May 1998 - December 2000
Skills
Employee Relations, Human Resources, Recruiting, Performance Management, Talent Acquisition, Employee Engagement, Personnel Management, Organizational..., Succession Planning, Human Resources..., Human Resources..., Human Resources Advisor, Human Resources..., PHR Certification, Matrix Management, Across Cultures..., Senior Business Leaders..., Business Alignment..., Employee Relations..., PeopleSoft, Corporate Alignment..., SucessFactors System, Space Planning,..., Talent Management, HR Policies, Workforce Planning, Employee Benefits, Interviews, Employment Law, New Hire Orientations, Performance Appraisal, Training, Temporary Placement, Payroll, Executive Search, Career Development, Screening, FMLA, Policy
Education
Pontifícia Universidade Católica do Rio de Janeiro
Masters, Management and Human Resources
Universidade Gama Filho
Bachelor's degree, Psychology
UBS May 2014 - Present
ING U.S. November 2007 - October 2013
Millennium bcp bank U.S. May 2004 - February 2007
Hartz Mountain Corporation April 2003 - April 2004
L'Oréal Brazil May 2001 - September 2001
Banco Boavista - Espirito Santo Bank Brazil May 1998 - December 2000
Skills
Employee Relations, Human Resources, Recruiting, Performance Management, Talent Acquisition, Employee Engagement, Personnel Management, Organizational..., Succession Planning, Human Resources..., Human Resources..., Human Resources Advisor, Human Resources..., PHR Certification, Matrix Management, Across Cultures..., Senior Business Leaders..., Business Alignment..., Employee Relations..., PeopleSoft, Corporate Alignment..., SucessFactors System, Space Planning,..., Talent Management, HR Policies, Workforce Planning, Employee Benefits, Interviews, Employment Law, New Hire Orientations, Performance Appraisal, Training, Temporary Placement, Payroll, Executive Search, Career Development, Screening, FMLA, Policy
Education
Pontifícia Universidade Católica do Rio de Janeiro
Masters, Management and Human Resources
Universidade Gama Filho
Bachelor's degree, Psychology
Katherine Bedkowski's UBS Experience March 2010 - May 2011
Job Financial Markets Advisory Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2013 - Present
Princeton University Mechanical and Aerospace Engineering September 2012 - May 2013
BlackRock June 2012 - August 2012
Princeton University Mechanical and Aerospace Engineering November 2010 - January 2012
UBS March 2010 - May 2011
Skills
Microsoft Office, Matlab, Microsoft Word, Microsoft Excel, PowerPoint
Education
Princeton University 2009 — 2013
Chemical and Biological Engineering; Finance; Engineering Biology
BlackRock August 2013 - Present
Princeton University Mechanical and Aerospace Engineering September 2012 - May 2013
BlackRock June 2012 - August 2012
Princeton University Mechanical and Aerospace Engineering November 2010 - January 2012
UBS March 2010 - May 2011
Skills
Microsoft Office, Matlab, Microsoft Word, Microsoft Excel, PowerPoint
Education
Princeton University 2009 — 2013
Chemical and Biological Engineering; Finance; Engineering Biology
Sharon Zhong's UBS Experience 2012 - 2014
Job Global P2P Project Leader / Americas Center of Excellence Lead at Chain IQ Group AG
Industry Financial Services
Experience
Chain IQ Group AG- a Spinoff Company from UBS May 2014 - Present
UBS 2012 - 2014
JPMorgan Chase 2010 - 2012
AllianceBernstein 2007 - 2010
Accenture 2005 - 2007
Skills
Strategic Sourcing, Business Process..., Project Management, Analytics, Spend Analysis, Ariba, Procure-to-Pay, Management Consulting, Procurement, Global Sourcing, Microsoft Office, Data Analysis, Vendor Management, Supplier Evaluation, Leadership, Salesforce.com, Supply Chain Consulting, Business Systems..., Cognos, Supplier Selection, Manugistics, Reports, SAP SRM, Supply Chain Management, Process Improvement, Business Process, SAP, Business Analysis, E-procurement, Financial Services, Business Process Design, Visio, Business Process..., Coupa, Salesfor, Payment Systems, Online Marketplace, Micro
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Management Operations Technology, Marketing, Management
Penn State University 2002 — 2005
Bachelor of Science, Supply Chain and Information Systems
Chain IQ Group AG- a Spinoff Company from UBS May 2014 - Present
UBS 2012 - 2014
JPMorgan Chase 2010 - 2012
AllianceBernstein 2007 - 2010
Accenture 2005 - 2007
Skills
Strategic Sourcing, Business Process..., Project Management, Analytics, Spend Analysis, Ariba, Procure-to-Pay, Management Consulting, Procurement, Global Sourcing, Microsoft Office, Data Analysis, Vendor Management, Supplier Evaluation, Leadership, Salesforce.com, Supply Chain Consulting, Business Systems..., Cognos, Supplier Selection, Manugistics, Reports, SAP SRM, Supply Chain Management, Process Improvement, Business Process, SAP, Business Analysis, E-procurement, Financial Services, Business Process Design, Visio, Business Process..., Coupa, Salesfor, Payment Systems, Online Marketplace, Micro
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Management Operations Technology, Marketing, Management
Penn State University 2002 — 2005
Bachelor of Science, Supply Chain and Information Systems
Francisco Azeredo Francisco Azeredo's UBS Experience September 2000 - April 2001
Job Vice President, Risk Analytics, Northern Trust
Industry Management Consulting
Experience
Northwestern University 2013 - 2015
Alvarez & Marsal March 2013 - May 2013
Navigant Economics September 2010 - March 2013
LECG February 2008 - August 2010
University of California, Riverside October 2007 - December 2007
UC Santa Barbara October 2001 - September 2007
UBS September 2000 - April 2001
Education
University of California, Santa Barbara 2002 — 2007
Doctor of Philosophy (Ph.D.), Economics
University of California, Santa Barbara 2001 — 2002
Master of Arts (M.A.), Economics
Pontifícia Universidade Católica do Rio de Janeiro 1997 — 2001
Bachelor of Arts (B.A.), Economics
Colegio Santo Inacio 1995 — 1996
Saddlebrook Preparatory School 1993 — 1994
Northwestern University 2013 - 2015
Alvarez & Marsal March 2013 - May 2013
Navigant Economics September 2010 - March 2013
LECG February 2008 - August 2010
University of California, Riverside October 2007 - December 2007
UC Santa Barbara October 2001 - September 2007
UBS September 2000 - April 2001
Education
University of California, Santa Barbara 2002 — 2007
Doctor of Philosophy (Ph.D.), Economics
University of California, Santa Barbara 2001 — 2002
Master of Arts (M.A.), Economics
Pontifícia Universidade Católica do Rio de Janeiro 1997 — 2001
Bachelor of Arts (B.A.), Economics
Colegio Santo Inacio 1995 — 1996
Saddlebrook Preparatory School 1993 — 1994
Kelsey Stranz Kelsey Stranz's UBS Experience August 2014 - December 2014
Job Financial Product Sales & Analytics at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2015 - Present
UBS August 2014 - December 2014
Saladworks, LLC January 2010 - August 2014
The Management & Organization Department of Smeal College of Business September 2013 - May 2014
The Management & Organization Department of Smeal College of Business August 2010 - May 2014
GE June 2013 - August 2013
Skills
Leadership, Microsoft Excel, PowerPoint, Facebook, Research, Microsoft Word, Microsoft Office, Customer Service, Social Media, Public Speaking, Event Planning, Social Networking, Data Analysis, Teamwork, Analysis, Time Management
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, Senior
Bloomberg LP January 2015 - Present
UBS August 2014 - December 2014
Saladworks, LLC January 2010 - August 2014
The Management & Organization Department of Smeal College of Business September 2013 - May 2014
The Management & Organization Department of Smeal College of Business August 2010 - May 2014
GE June 2013 - August 2013
Skills
Leadership, Microsoft Excel, PowerPoint, Facebook, Research, Microsoft Word, Microsoft Office, Customer Service, Social Media, Public Speaking, Event Planning, Social Networking, Data Analysis, Teamwork, Analysis, Time Management
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, Senior
Scott Wachs Scott Wachs's UBS Experience April 2014 - Present
Job Wealth Strategy Associate at UBS
Industry Investment Management
Experience
UBS April 2014 - Present
Diamond Capital Advisors September 2012 - April 2014
Merrill Lynch February 2012 - August 2012
Lone Oak Fund, LLC September 2010 - March 2011
Wax Machine, LLC April 2005 - June 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2013
Master of Business Administration (MBA), Finance, General
University of Wisconsin
Bachelor of Arts, History; European History
UBS April 2014 - Present
Diamond Capital Advisors September 2012 - April 2014
Merrill Lynch February 2012 - August 2012
Lone Oak Fund, LLC September 2010 - March 2011
Wax Machine, LLC April 2005 - June 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2013
Master of Business Administration (MBA), Finance, General
University of Wisconsin
Bachelor of Arts, History; European History
Maryellen Frank Maryellen Frank's UBS Experience 2010 - August 2012
Job Executive Director at UBS
Industry Banking
Experience
UBS 2010 - August 2012
UBS Investment Bank 2005 - 2010
UBS Investment Bank 2002 - 2005
UBS Investment Bank 1998 - 2002
Union Bank of Switzerland 1990 - 1998
First Interstate Bank International 1986 - 1990
Skills
Foreign Exchange, Wealth Management, Private Banking, Capital Markets, Equities, Fixed Income, Structured Products, Currency, Investment Strategies, Alternative Investments, Financial Markets, Investment Banking, Series 7, Series 63, FX Options, Bonds, Portfolio Management, Electronic Trading, FX trading, Equity Derivatives, Investments, Interest Rate..., Derivatives, Trading Systems, Credit Derivatives, Options, Hedge Funds, Emerging Markets, Swaps, Finance, Banking, Financial Advisory, Financial Services, Trading, Mergers & Acquisitions, Bloomberg, Asset Management, Prime Brokerage, Middle Office, Asset Allocation, Structured Finance, Investment Management, Financial Structuring, ETFs, Securities, Commodity, Hedging, Market Risk
Education
Pennsylvania State University 1981 — 1985
UBS 2010 - August 2012
UBS Investment Bank 2005 - 2010
UBS Investment Bank 2002 - 2005
UBS Investment Bank 1998 - 2002
Union Bank of Switzerland 1990 - 1998
First Interstate Bank International 1986 - 1990
Skills
Foreign Exchange, Wealth Management, Private Banking, Capital Markets, Equities, Fixed Income, Structured Products, Currency, Investment Strategies, Alternative Investments, Financial Markets, Investment Banking, Series 7, Series 63, FX Options, Bonds, Portfolio Management, Electronic Trading, FX trading, Equity Derivatives, Investments, Interest Rate..., Derivatives, Trading Systems, Credit Derivatives, Options, Hedge Funds, Emerging Markets, Swaps, Finance, Banking, Financial Advisory, Financial Services, Trading, Mergers & Acquisitions, Bloomberg, Asset Management, Prime Brokerage, Middle Office, Asset Allocation, Structured Finance, Investment Management, Financial Structuring, ETFs, Securities, Commodity, Hedging, Market Risk
Education
Pennsylvania State University 1981 — 1985
Ron Lerner Ron Lerner's UBS Experience April 1997 - March 1999
Job Asset Manager at Chamberlin Associates
Industry Real Estate
Experience
Chamberlin Associates December 2009 - Present
LBA Realty May 2006 - November 2008
Bedford Property Investors April 1999 - May 2006
Shuwa 2000 - 2005
UBS April 1997 - March 1999
Skills
Disposition, Asset Management, Due Diligence, Valuation, Real Estate, Property Management, Asset Managment, Investment Properties, Dispositions, Real Estate Transactions
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1995
MBA
Pomona College 1985 — 1988
Bachelors, Economics/Public Policy
Chamberlin Associates December 2009 - Present
LBA Realty May 2006 - November 2008
Bedford Property Investors April 1999 - May 2006
Shuwa 2000 - 2005
UBS April 1997 - March 1999
Skills
Disposition, Asset Management, Due Diligence, Valuation, Real Estate, Property Management, Asset Managment, Investment Properties, Dispositions, Real Estate Transactions
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1995
MBA
Pomona College 1985 — 1988
Bachelors, Economics/Public Policy
Lisa Mayer's UBS Experience 2005 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS 2005 - Present
Goldman Sachs 1984 - 2005
Citicorp 1979 - 1982
Education
Princeton University
UCLA Anderson School of Management
MBA
UBS 2005 - Present
Goldman Sachs 1984 - 2005
Citicorp 1979 - 1982
Education
Princeton University
UCLA Anderson School of Management
MBA
Nicholas Kmetz's UBS Experience June 2013 - August 2013
Job Analyst at JP Morgan
Industry Financial Services
Experience
J.P. Morgan February 2014 - Present
UBS June 2013 - August 2013
Penn State University January 2013 - May 2013
Rehoboth By the Sea Reality January 2012 - May 2012
Delaware Interscholastic Athletic Association January 2010 - February 2010
Skills
Economics, Financial Modeling, Stata, Econometrics
Education
Penn State University 2013 — 2013
Bachelor of Science (BS), Economics
J.P. Morgan February 2014 - Present
UBS June 2013 - August 2013
Penn State University January 2013 - May 2013
Rehoboth By the Sea Reality January 2012 - May 2012
Delaware Interscholastic Athletic Association January 2010 - February 2010
Skills
Economics, Financial Modeling, Stata, Econometrics
Education
Penn State University 2013 — 2013
Bachelor of Science (BS), Economics
Bob Guzman Bob Guzman's UBS Experience 1995 - 1997
Job Managing Director Head of Pension Risk Management at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management February 2014 - September 2015
US Securities and Exchange Commission 2013 - 2014
Aberdeen Asset Management 2003 - 2010
Aberdeen Asset Management 2001 - 2010
Deutsche Asset Management 1998 - 2000
UBS 1995 - 1997
Bear Stearns 1993 - 1994
Merrill Lynch 1992 - 1993
Bankers Trust 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Trading, Portfolio Management, Alternative Investments, Fixed Income, Derivatives, Interest Rate..., Credit Derivatives, Financial Markets, Hedging, Fixed Income Trading, Risk Management, Asset Management, Market Risk, Asset Managment, Investments, Options, Structured Finance, Financial Risk, Foreign Exchange
Education
Princeton University
Doctor of Philosophy (Ph.D.), Chemical Physics
Columbia University
BS, Chemical Engineering
UBS Global Asset Management February 2014 - September 2015
US Securities and Exchange Commission 2013 - 2014
Aberdeen Asset Management 2003 - 2010
Aberdeen Asset Management 2001 - 2010
Deutsche Asset Management 1998 - 2000
UBS 1995 - 1997
Bear Stearns 1993 - 1994
Merrill Lynch 1992 - 1993
Bankers Trust 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Trading, Portfolio Management, Alternative Investments, Fixed Income, Derivatives, Interest Rate..., Credit Derivatives, Financial Markets, Hedging, Fixed Income Trading, Risk Management, Asset Management, Market Risk, Asset Managment, Investments, Options, Structured Finance, Financial Risk, Foreign Exchange
Education
Princeton University
Doctor of Philosophy (Ph.D.), Chemical Physics
Columbia University
BS, Chemical Engineering
Sarah Dabby Sarah Dabby's UBS Experience 2010 - 2013
Job Head of Talent at ClickTime | Musician
Industry Information Technology and Services
Experience
ClickTime 2013 - Present
Self-Employed 2007 - Present
Self-Employed 2012 - 2014
UBS 2010 - 2013
The Family Crest 2009 - 2011
Clinton Health Access Initiative 2009 - 2009
Danmor Investments and IPMG, Inc. 2007 - 2009
U.S. Department of State June 2006 - August 2006
Washington Institute for Near East Policy June 2005 - August 2005
Skills
Recruiting, Start-ups, Writing, Editing, Violin, Music, Public Speaking, Nonprofits, Performing, Strategic Partnerships, Press Releases, Marketing Strategy, Counterterrorism, Social Media, Public Policy, Project Management, SEO, Research, Management
Education
Princeton University 2003 — 2007
BA, Woodrow Wilson School of Public and International Affairs
University of Cape Town 2006 — 2006
Semester Abroad
ClickTime 2013 - Present
Self-Employed 2007 - Present
Self-Employed 2012 - 2014
UBS 2010 - 2013
The Family Crest 2009 - 2011
Clinton Health Access Initiative 2009 - 2009
Danmor Investments and IPMG, Inc. 2007 - 2009
U.S. Department of State June 2006 - August 2006
Washington Institute for Near East Policy June 2005 - August 2005
Skills
Recruiting, Start-ups, Writing, Editing, Violin, Music, Public Speaking, Nonprofits, Performing, Strategic Partnerships, Press Releases, Marketing Strategy, Counterterrorism, Social Media, Public Policy, Project Management, SEO, Research, Management
Education
Princeton University 2003 — 2007
BA, Woodrow Wilson School of Public and International Affairs
University of Cape Town 2006 — 2006
Semester Abroad
Nina Gnedin Nina Gnedin's UBS Experience June 2011 - August 2011
Job Masters in Finance student at Princeton University
Industry Higher Education
Experience
Princeton University September 2015 - Present
J.P. Morgan June 2013 - August 2015
University of Chicago September 2009 - June 2013
J.P. Morgan June 2012 - August 2012
UBS June 2011 - August 2011
Adler Planetarium June 2009 - September 2010
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Research, Economics, PowerPoint, Financial Modeling, Public Speaking, Social Media, Statistics
Education
Princeton University 2015 — 2017
Master's degree, Finance, General
University of Chicago 2009 — 2013
Economics, Mathematics
Illinois Mathematics and Science Academy 2006 — 2009
University of Chicago 2008 — 2008
Microeconomics, Macroeconomics
The University of Chicago 2006 — 2006
Developmental Psychology
University of Chicago Laboratory School 2005 — 2006
Princeton University September 2015 - Present
J.P. Morgan June 2013 - August 2015
University of Chicago September 2009 - June 2013
J.P. Morgan June 2012 - August 2012
UBS June 2011 - August 2011
Adler Planetarium June 2009 - September 2010
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Research, Economics, PowerPoint, Financial Modeling, Public Speaking, Social Media, Statistics
Education
Princeton University 2015 — 2017
Master's degree, Finance, General
University of Chicago 2009 — 2013
Economics, Mathematics
Illinois Mathematics and Science Academy 2006 — 2009
University of Chicago 2008 — 2008
Microeconomics, Macroeconomics
The University of Chicago 2006 — 2006
Developmental Psychology
University of Chicago Laboratory School 2005 — 2006
John Shoemaker John Shoemaker's UBS Experience June 2009 - August 2009
Job Product Specialist at MedPro Systems
Industry Information Technology and Services
Experience
MedPro Systems August 2013 - Present
ZS Associates August 2010 - July 2013
UBS June 2009 - August 2009
PennTAP June 2008 - January 2009
Hilltown Systems January 2006 - September 2008
Skills
Process Improvement, Analytics, SEO, Databases, Software Documentation, SQL
Education
Penn State University 2006 — 2010
B.S, Information Technology, Supply Chain
MedPro Systems August 2013 - Present
ZS Associates August 2010 - July 2013
UBS June 2009 - August 2009
PennTAP June 2008 - January 2009
Hilltown Systems January 2006 - September 2008
Skills
Process Improvement, Analytics, SEO, Databases, Software Documentation, SQL
Education
Penn State University 2006 — 2010
B.S, Information Technology, Supply Chain
Nicole Wiercinski's UBS Experience August 2010 - May 2011
Job Sales Analyst & Administrator at IMS Trading Corp.
Industry Executive Office
Experience
IMS Trading Corp January 2012 - Present
UBS August 2010 - May 2011
JWT August 2010 - August 2010
Consultedge March 2008 - August 2010
Consultedge October 2007 - August 2010
AIFS May 2004 - July 2006
Skills
Coordination, Call Center, Management, Project Management, Office Management, Customer Service, Sales, Event Planning, Strategic Planning, Account Management, Team Leadership, Time Management, Team Building, Negotiation, Outlook, Contract Negotiation, Direct Sales, Customer Satisfaction, New Business Development, Call Centers, Social Media, Networking, PowerPoint, Human Resources, Salesforce.com, Recruiting, Operations Management, Leadership, Advertising, Microsoft Excel, Vendor Management, Sales Management
Education
Penn State University 2003 — 2007
BA, Criminal Justice
Penn State University 2003 — 2007
Bachelor's degree, Criminal Justice/Police Science
IMS Trading Corp January 2012 - Present
UBS August 2010 - May 2011
JWT August 2010 - August 2010
Consultedge March 2008 - August 2010
Consultedge October 2007 - August 2010
AIFS May 2004 - July 2006
Skills
Coordination, Call Center, Management, Project Management, Office Management, Customer Service, Sales, Event Planning, Strategic Planning, Account Management, Team Leadership, Time Management, Team Building, Negotiation, Outlook, Contract Negotiation, Direct Sales, Customer Satisfaction, New Business Development, Call Centers, Social Media, Networking, PowerPoint, Human Resources, Salesforce.com, Recruiting, Operations Management, Leadership, Advertising, Microsoft Excel, Vendor Management, Sales Management
Education
Penn State University 2003 — 2007
BA, Criminal Justice
Penn State University 2003 — 2007
Bachelor's degree, Criminal Justice/Police Science
Adrien De Leener's UBS Experience June 2010 - September 2010
Job MBA | Data Analytics | Finance
Industry Information Technology and Services
Experience
Ferrari June 2011 - Present
Champion Technology, Inc April 2015 - Present
Dream Racing November 2012 - April 2013
Vibe Entertainment November 2010 - July 2011
UBS June 2010 - September 2010
UBS June 2008 - July 2008
Skills
Event Planning, Marketing Communications, Marketing, Financial Analysis, Investments, Social Media Marketing, Leadership, Travel Planning, Hospitality Management, Strategy, Financial Markets, Global Client Management, New Relationships, CRM, Manage Client..., Long-term Customer..., Digital Strategy, Data Analytics
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), MBA - Digital Innovation, 3.6
Santa Clara University 2007 — 2011
Bachelor of Science (B.Sc.), Economics and International Business
University of California, Los Angeles
UCLA Extension classes in business field
Le Cordon Bleu 2011 — 2012
Degree, Hospitality and Restaurant Management, 3.7
Ferrari June 2011 - Present
Champion Technology, Inc April 2015 - Present
Dream Racing November 2012 - April 2013
Vibe Entertainment November 2010 - July 2011
UBS June 2010 - September 2010
UBS June 2008 - July 2008
Skills
Event Planning, Marketing Communications, Marketing, Financial Analysis, Investments, Social Media Marketing, Leadership, Travel Planning, Hospitality Management, Strategy, Financial Markets, Global Client Management, New Relationships, CRM, Manage Client..., Long-term Customer..., Digital Strategy, Data Analytics
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), MBA - Digital Innovation, 3.6
Santa Clara University 2007 — 2011
Bachelor of Science (B.Sc.), Economics and International Business
University of California, Los Angeles
UCLA Extension classes in business field
Le Cordon Bleu 2011 — 2012
Degree, Hospitality and Restaurant Management, 3.7
Allison Finley Allison Finley's UBS Experience May 2011 - August 2012
Job Associate Specialist at Altria
Industry Marketing and Advertising
Experience
Altria June 2015 - Present
Altria June 2014 - June 2015
Altria May 2013 - August 2013
Reclamere October 2012 - May 2013
UBS May 2011 - August 2012
Skills
Strategic Planning, Market Research, Customer Service, Marketing Strategy, Leadership, Microsoft Excel, PowerPoint, Data Analysis, Facebook, Social Media
Education
Penn State University 2010 — 2014
Bachelor's degree, Marketing
Altria June 2015 - Present
Altria June 2014 - June 2015
Altria May 2013 - August 2013
Reclamere October 2012 - May 2013
UBS May 2011 - August 2012
Skills
Strategic Planning, Market Research, Customer Service, Marketing Strategy, Leadership, Microsoft Excel, PowerPoint, Data Analysis, Facebook, Social Media
Education
Penn State University 2010 — 2014
Bachelor's degree, Marketing
Anandaraj Boopathy Anandaraj Boopathy's UBS Experience August 2008 - March 2011
Job JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase March 2011 - Present
UBS August 2008 - March 2011
Metropolitan Life Insurance Company October 2005 - August 2008
Accenture Services October 2003 - October 2005
Franklin Templeton Investments July 2003 - September 2003
AIG May 2000 - June 2003
Skills
SDLC, Requirements Analysis, Business Analysis, Informatica, Data Warehousing, Software Project..., IT Strategy, SQL, Vendor Management, Risk Management, Agile Methodologies, Enterprise Architecture, ETL, SOA, Integration, Pentaho, Business Object
Education
Pondicherry University 1995 — 1999
B.Tech
JPMorgan Chase March 2011 - Present
UBS August 2008 - March 2011
Metropolitan Life Insurance Company October 2005 - August 2008
Accenture Services October 2003 - October 2005
Franklin Templeton Investments July 2003 - September 2003
AIG May 2000 - June 2003
Skills
SDLC, Requirements Analysis, Business Analysis, Informatica, Data Warehousing, Software Project..., IT Strategy, SQL, Vendor Management, Risk Management, Agile Methodologies, Enterprise Architecture, ETL, SOA, Integration, Pentaho, Business Object
Education
Pondicherry University 1995 — 1999
B.Tech
Adam Handler, CRPC®'s UBS Experience April 2013 - July 2014
Job Product & Strategic Relationship Manager at The Investment Center, Inc.
Industry Financial Services
Experience
The Investment Center, Inc. July 2014 - Present
UBS April 2013 - July 2014
Merrill Lynch February 2011 - April 2013
AXA Advisors October 2010 - February 2011
Opus Trading Fund LLC October 2007 - August 2010
Sun Federal Credit Union June 2007 - September 2007
United Teletech Financial Federal Credit Union June 2006 - June 2007
Skills
Investments, Wealth Management, Financial Services, Finance, Series 7, Due Diligence, Loans, Mutual Funds, Retirement Planning, Asset Allocation, Series 63, Portfolio Management, Financial Planning, Investment Advisory, Equities, Securities, Asset Management, Fixed Income, Series 24
Education
Penn State University 2001 — 2005
Bachelor of Arts, General Arts
The Investment Center, Inc. July 2014 - Present
UBS April 2013 - July 2014
Merrill Lynch February 2011 - April 2013
AXA Advisors October 2010 - February 2011
Opus Trading Fund LLC October 2007 - August 2010
Sun Federal Credit Union June 2007 - September 2007
United Teletech Financial Federal Credit Union June 2006 - June 2007
Skills
Investments, Wealth Management, Financial Services, Finance, Series 7, Due Diligence, Loans, Mutual Funds, Retirement Planning, Asset Allocation, Series 63, Portfolio Management, Financial Planning, Investment Advisory, Equities, Securities, Asset Management, Fixed Income, Series 24
Education
Penn State University 2001 — 2005
Bachelor of Arts, General Arts
Stephanie Plavnik Stephanie Plavnik's UBS Experience May 2007 - October 2011
Job Director, Business Development at Uplevel Security
Industry Financial Services
Experience
Uplevel Security June 2015 - Present
UBS May 2007 - October 2011
Susquehanna International Group May 2003 - April 2007
Susquehanna International Group, LLP (SIG) July 1998 - April 2003
Skills
Equities, Hedge Funds, Financial Modeling, Capital Markets, Valuation, Investment Banking, Investments, Asset Management, Portfolio Management
Education
Princeton University 1994 — 1998
BSE, Civil Engineering
Sidwell Friends
Uplevel Security June 2015 - Present
UBS May 2007 - October 2011
Susquehanna International Group May 2003 - April 2007
Susquehanna International Group, LLP (SIG) July 1998 - April 2003
Skills
Equities, Hedge Funds, Financial Modeling, Capital Markets, Valuation, Investment Banking, Investments, Asset Management, Portfolio Management
Education
Princeton University 1994 — 1998
BSE, Civil Engineering
Sidwell Friends
Danielle Klimash Danielle Klimash's UBS Experience September 2008 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS September 2008 - Present
UBS February 1998 - September 2008
Education
Providence College 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
UBS September 2008 - Present
UBS February 1998 - September 2008
Education
Providence College 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Flávia Lélis Flávia Lélis's UBS Experience Market ResearcherExevo India LtdJanuary 2012 - July 2012
Job Compliance Analyst
Industry Financial Services
Experience
UBS Market ResearcherExevo India LtdJanuary 2012 - July 2012
Grupo AeC September 2010 - January 2012
PUC Minas June 2007 - July 2008
PUC Minas November 2005 - June 2007
Skills
Market Research, English, Marketing, Research, Report Writing, Editing, Portuguese, Economic Research, Sociology, Statistical Data..., Economic Data Analysis, International Trade, Econometrics, Economic Development
Education
Roosevelt University 2013 — 2015
Master of Arts (MA), Economics
Universidade Federal de Minas Gerais 2011 — 2011
Specialist, Communication and Media Studies
Pontifícia Universidade Católica de Minas Gerais 2004 — 2008
Bachelor's degree, Social Communication - Journalism
Santa Marcelina
UBS Market ResearcherExevo India LtdJanuary 2012 - July 2012
Grupo AeC September 2010 - January 2012
PUC Minas June 2007 - July 2008
PUC Minas November 2005 - June 2007
Skills
Market Research, English, Marketing, Research, Report Writing, Editing, Portuguese, Economic Research, Sociology, Statistical Data..., Economic Data Analysis, International Trade, Econometrics, Economic Development
Education
Roosevelt University 2013 — 2015
Master of Arts (MA), Economics
Universidade Federal de Minas Gerais 2011 — 2011
Specialist, Communication and Media Studies
Pontifícia Universidade Católica de Minas Gerais 2004 — 2008
Bachelor's degree, Social Communication - Journalism
Santa Marcelina
Jose Carlos Vidal Jose Carlos Vidal's UBS Experience August 2011 - February 2015
Job Project Manager at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank March 2015 - Present
UBS August 2011 - February 2015
Clariden Leu August 2009 - July 2011
Landis+Gyr - Zug, Switzerland March 2008 - July 2009
Tesco Diets - Dublin, Ireland October 2006 - August 2007
Ericsson - Dublin, Ireland July 2006 - September 2006
HSBC Bank - Curitiba, Brazil October 2005 - April 2006
Votorantim Cimentos S/A January 2004 - October 2005
Duet Tech - Curitiba, Brazil January 2002 - January 2004
Universidade Positivo April 2000 - January 2002
Skills
Business Intelligence, Databases, ETL, Microsoft SQL Server, SQL Tuning, SSIS, T-SQL, SSRS, XML
Education
Pontifícia Universidade Católica do Paraná 2001 — 2002
Post-Graduation, Technologies for IT
Universidade Federal de Santa Catarina 1995 — 1999
Bachelor, Computing Sciences
UBS Investment Bank March 2015 - Present
UBS August 2011 - February 2015
Clariden Leu August 2009 - July 2011
Landis+Gyr - Zug, Switzerland March 2008 - July 2009
Tesco Diets - Dublin, Ireland October 2006 - August 2007
Ericsson - Dublin, Ireland July 2006 - September 2006
HSBC Bank - Curitiba, Brazil October 2005 - April 2006
Votorantim Cimentos S/A January 2004 - October 2005
Duet Tech - Curitiba, Brazil January 2002 - January 2004
Universidade Positivo April 2000 - January 2002
Skills
Business Intelligence, Databases, ETL, Microsoft SQL Server, SQL Tuning, SSIS, T-SQL, SSRS, XML
Education
Pontifícia Universidade Católica do Paraná 2001 — 2002
Post-Graduation, Technologies for IT
Universidade Federal de Santa Catarina 1995 — 1999
Bachelor, Computing Sciences
Dana Ramirez Dana Ramirez's UBS Experience September 2011 - June 2012
Job Associate at Visionary
Industry
Experience
Visionary July 2015 - Present
APPRISE, Inc. June 2014 - August 2014
Business Today May 2013 - April 2014
UBS September 2011 - June 2012
New York Youth Symphony September 2011 - June 2012
Skills
Stata, Microsoft Office, Python, English, Research, Customer Service, Windows, Teaching, Public Speaking, HTML, Strategic Planning, Budgets
Education
Princeton University 2012 — 2016
Bachelor’s Degree, Economics
Bergen County Academies 2008 — 2012
High School, Academy of Business and Finance, International Baccalaureate
Visionary July 2015 - Present
APPRISE, Inc. June 2014 - August 2014
Business Today May 2013 - April 2014
UBS September 2011 - June 2012
New York Youth Symphony September 2011 - June 2012
Skills
Stata, Microsoft Office, Python, English, Research, Customer Service, Windows, Teaching, Public Speaking, HTML, Strategic Planning, Budgets
Education
Princeton University 2012 — 2016
Bachelor’s Degree, Economics
Bergen County Academies 2008 — 2012
High School, Academy of Business and Finance, International Baccalaureate
Spencer Johnson's UBS Experience January 2001 - September 2004
Job Regional Manager at Oracle
Industry Computer Software
Experience
Oracle April 2014 - Present
Salesforce.com May 2012 - April 2014
Vindicia October 2009 - April 2012
Red Hat October 2005 - December 2009
Red Hat October 2005 - July 2006
UBS January 2001 - September 2004
Morgan Stanley 1997 - 2000
Skills
Direct Sales, Salesforce.com, Account Management, Cloud Computing, Enterprise Software, Sales Process, Lead Generation, SaaS, Management, Sales, Sales Operations, Solution Selling, Strategic Partnerships, CRM, Start-ups, Channel Partners, Sales Enablement
Education
Portland State University - School of Business
Business Administration and Management, General
University of Pennsylvania - The Wharton School
Sales Professional
Oracle April 2014 - Present
Salesforce.com May 2012 - April 2014
Vindicia October 2009 - April 2012
Red Hat October 2005 - December 2009
Red Hat October 2005 - July 2006
UBS January 2001 - September 2004
Morgan Stanley 1997 - 2000
Skills
Direct Sales, Salesforce.com, Account Management, Cloud Computing, Enterprise Software, Sales Process, Lead Generation, SaaS, Management, Sales, Sales Operations, Solution Selling, Strategic Partnerships, CRM, Start-ups, Channel Partners, Sales Enablement
Education
Portland State University - School of Business
Business Administration and Management, General
University of Pennsylvania - The Wharton School
Sales Professional
David C. Gettemy David C. Gettemy's UBS Experience June 2004 - June 2006
Job Sr. Manager, Strategic Business Development & Strategic Planning
Industry Insurance
Experience
The Bank of New York Mellon May 2009 - June 2014
Morgan Stanley July 2006 - January 2009
UBS June 2004 - June 2006
Merlinda Group March 2003 - May 2004
FreeMarkets November 2000 - February 2003
Aspen Technology January 2000 - October 2000
Related Experience April 1978 - December 1999
Education
Rockhurst University 1986 — 1988
Bachelor's Degree, Business Administration
Penn State University
Developing Managerial Effectiveness
The Bank of New York Mellon May 2009 - June 2014
Morgan Stanley July 2006 - January 2009
UBS June 2004 - June 2006
Merlinda Group March 2003 - May 2004
FreeMarkets November 2000 - February 2003
Aspen Technology January 2000 - October 2000
Related Experience April 1978 - December 1999
Education
Rockhurst University 1986 — 1988
Bachelor's Degree, Business Administration
Penn State University
Developing Managerial Effectiveness
Brent Norman Brent Norman's UBS Experience November 1982 - February 2011
Job Executive Partner and CoFounder at TenBridge Partners, LLC
Industry Financial Services
Experience
TenBridge Partners, LLC December 2011 - Present
Paulson Investment Company February 2011 - December 2011
UBS November 1982 - February 2011
KMHD 89.1 January 1990 - December 1995
Skills
Investments, Strategic Financial...
Education
Portland State University
Bachelor's Degree
Lincoln High School 1950 — 1952
TenBridge Partners, LLC December 2011 - Present
Paulson Investment Company February 2011 - December 2011
UBS November 1982 - February 2011
KMHD 89.1 January 1990 - December 1995
Skills
Investments, Strategic Financial...
Education
Portland State University
Bachelor's Degree
Lincoln High School 1950 — 1952
Arthur Cunha Arthur Cunha's UBS Experience August 2012 - March 2013
Job Emerging Markets Structuring at HSBC
Industry Investment Banking
Experience
HSBC March 2013 - Present
UBS August 2012 - March 2013
BNP Paribas September 2009 - September 2012
Deutsche Bank 2008 - 2009
JP Morgan 2007 - 2008
University of Illinois - Coordinated Science Laboratory January 2003 - March 2007
Ecole Polytechnique Fédérale de Lausanne 2005 - 2006
Skills
Structured Products, Derivatives, Fixed Income, Options, Hedging, Basel II, IFRS, Credit Derivatives, Basel III, Emerging Markets, Brazil financial..., Interest Rate..., Structured Credit, Structured Funding, Repos, Regulatory Capital, Signal Processing, Information Theory, Time Series Analysis, Probability Theory, Wavelets, Credit, Quantitative Finance, Market Risk, Investment Banking, Capital Markets, Portfolio Management
Education
UC Berkeley Haas School of Business 2009 — 2010
Master in Finance
University of Illinois at Urbana-Champaign 2003 — 2007
Ph.D.
Pontifícia Universidade Católica do Rio de Janeiro / PUC-Rio 1996 — 2002
M.Eng
HSBC March 2013 - Present
UBS August 2012 - March 2013
BNP Paribas September 2009 - September 2012
Deutsche Bank 2008 - 2009
JP Morgan 2007 - 2008
University of Illinois - Coordinated Science Laboratory January 2003 - March 2007
Ecole Polytechnique Fédérale de Lausanne 2005 - 2006
Skills
Structured Products, Derivatives, Fixed Income, Options, Hedging, Basel II, IFRS, Credit Derivatives, Basel III, Emerging Markets, Brazil financial..., Interest Rate..., Structured Credit, Structured Funding, Repos, Regulatory Capital, Signal Processing, Information Theory, Time Series Analysis, Probability Theory, Wavelets, Credit, Quantitative Finance, Market Risk, Investment Banking, Capital Markets, Portfolio Management
Education
UC Berkeley Haas School of Business 2009 — 2010
Master in Finance
University of Illinois at Urbana-Champaign 2003 — 2007
Ph.D.
Pontifícia Universidade Católica do Rio de Janeiro / PUC-Rio 1996 — 2002
M.Eng
Stephen M Ruvituso Stephen M Ruvituso's UBS Experience January 2008 - September 2013
Job Managing Director Merrill Lynch Private Bank&Investment Group
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group September 2013 - Present
UBS January 2008 - September 2013
Citigroup Smith Barney October 2002 - January 2008
Skills
Series 7, Alternative Investments, Equities, Fixed Income, Capital Markets, Asset Management, Wealth Management, Estate Planning
Education
Princeton University 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Regis High School 1974 — 1978
Merrill Lynch Private Banking & Investment Group September 2013 - Present
UBS January 2008 - September 2013
Citigroup Smith Barney October 2002 - January 2008
Skills
Series 7, Alternative Investments, Equities, Fixed Income, Capital Markets, Asset Management, Wealth Management, Estate Planning
Education
Princeton University 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Regis High School 1974 — 1978
Raiza Cruz's UBS Experience May 2005 - September 2005
Job Management Assistant
Industry Public Relations and Communications
Experience
Enterprise Rent-A-Car February 2013 - Present
Private Catering January 2009 - Present
Soolip Inc June 2005 - Present
Gourmet Go Catering September 2009 - November 2011
UBS May 2005 - September 2005
American Eagle Outfitters May 2004 - January 2005
Six Flags May 2003 - August 2003
Skills
Public Speaking, Public Relations, Human Resources, accou, Sales Operations, Secretarial Skills, Cooking, Baking, health & fitness, Sales
Education
University of California 2005 — 2009
Bachelor of Arts
Pierce College 2007 — 2008
Enterprise Rent-A-Car February 2013 - Present
Private Catering January 2009 - Present
Soolip Inc June 2005 - Present
Gourmet Go Catering September 2009 - November 2011
UBS May 2005 - September 2005
American Eagle Outfitters May 2004 - January 2005
Six Flags May 2003 - August 2003
Skills
Public Speaking, Public Relations, Human Resources, accou, Sales Operations, Secretarial Skills, Cooking, Baking, health & fitness, Sales
Education
University of California 2005 — 2009
Bachelor of Arts
Pierce College 2007 — 2008
Rick Blosser Rick Blosser's UBS Experience November 2008 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley Private Wealth Management July 1992 - November 2008
Education
Princeton University 1982 — 1986
Bachelor of Arts (B.A.), Economics
UBS November 2008 - Present
Morgan Stanley Private Wealth Management July 1992 - November 2008
Education
Princeton University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Ryne Nishimi Ryne Nishimi's UBS Experience 2002 - 2004
Job Executive Vice President at Pimco
Industry Investment Management
Experience
Pimco June 2006 - Present
Van Kampen Investments 2004 - 2006
UBS 2002 - 2004
UBS Global Asset Management 1999 - 2002
Related 1984 - 1999
Skills
Mutual Funds, Asset Management, Alternative Investments, Series 63, Series 7, Asset Allocation, Series 24, series 9 & 10
Education
Santa Clara University 1978 — 1981
Bachelor's degree, Business Administration and Management, General
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
Master of Business Administration (MBA)
Pimco June 2006 - Present
Van Kampen Investments 2004 - 2006
UBS 2002 - 2004
UBS Global Asset Management 1999 - 2002
Related 1984 - 1999
Skills
Mutual Funds, Asset Management, Alternative Investments, Series 63, Series 7, Asset Allocation, Series 24, series 9 & 10
Education
Santa Clara University 1978 — 1981
Bachelor's degree, Business Administration and Management, General
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
Master of Business Administration (MBA)
Valentin Ovando Valentin Ovando's UBS Experience 1995 - 2000
Job .
Industry Architecture & Planning
Experience
Storefront for Art and Architecture September 2012 - Present
UBS 1995 - 2000
Education
Pratt Institute 2006 — 2010
Universidad Autónoma de Santo Domingo 1988 — 1993
architecture
Storefront for Art and Architecture September 2012 - Present
UBS 1995 - 2000
Education
Pratt Institute 2006 — 2010
Universidad Autónoma de Santo Domingo 1988 — 1993
architecture
Jason Keegan Jason Keegan's UBS Experience March 2010 - August 2010
Job Federal Reserve Bank of Philadelphia
Industry Higher Education
Experience
Federal Reserve Bank of Philadelphia November 2014 - Present
Temple University September 2010 - Present
Federal Reserve Bank of Philadelphia May 2014 - October 2014
UBS March 2010 - August 2010
UBS July 2007 - February 2010
Skills
Higher Education, University Teaching, Research, Student Affairs, Teaching, Econometrics, Stata, Economics, Microsoft Excel, Risk Management, Banking, Risk Assessment, Financial Risk..., Financial Modeling, PowerPoint, Risk Analysis, Financial Risk, Operational Risk..., Risk Analytics, Multivariate Statistics, Statistical Modeling, Statistics, Data Analysis, Finance, Financial Analysis
Education
Temple University 2010 — 2012
MA Economics, Economics
Penn State University 2003 — 2007
BS, Finance, General
Federal Reserve Bank of Philadelphia November 2014 - Present
Temple University September 2010 - Present
Federal Reserve Bank of Philadelphia May 2014 - October 2014
UBS March 2010 - August 2010
UBS July 2007 - February 2010
Skills
Higher Education, University Teaching, Research, Student Affairs, Teaching, Econometrics, Stata, Economics, Microsoft Excel, Risk Management, Banking, Risk Assessment, Financial Risk..., Financial Modeling, PowerPoint, Risk Analysis, Financial Risk, Operational Risk..., Risk Analytics, Multivariate Statistics, Statistical Modeling, Statistics, Data Analysis, Finance, Financial Analysis
Education
Temple University 2010 — 2012
MA Economics, Economics
Penn State University 2003 — 2007
BS, Finance, General
Edgar Remolina Edgar Remolina's UBS Experience June 2006 - August 2006
Job Graphic Web Multimedia Designer with PowerPoint Expertise | Open to New Opportunities
Industry Graphic Design
Experience
Leaders in Graphic, Web & Multimedia Design in Greater New York City 2013 - Present
Freshfields Bruckhaus Deringer LLP January 2013 - June 2013
Queens Library November 2011 - May 2012
edgarsdesignstudio September 2008 - October 2011
Anderson DDB November 2007 - August 2008
DraftFCB July 2007 - September 2007
UBS Investement Bank June 2006 - April 2007
UBS June 2006 - August 2006
Flah Point Medica January 2005 - February 2006
GSW Worldwide October 2003 - October 2004
Skills
Layout, Illustrator, Logo Design, Dreamweaver, Flash, Storyboarding, InDesign, Graphic Design, Typography, Adobe Creative Suite, Art Direction, Photoshop, Illustration, Photography, Posters, Art, Brochures, Graphics, Pre-press, Image Manipulation, Animation, Mac, QuarkXPress, Corporate Identity, Multimedia, Flash Animation, Final Cut Pro, Video Production, CSS, Videography, Web Design, Vector Illustration, Branding & Identity, Creative Direction, Creative Strategy, Collateral, Catalogs, Adobe Acrobat, Packaging, Email Marketing, Corporate Branding, Concept Development, Interaction Design, Brand Development, Direct Mail, User Interface Design, Banners
Education
Lynda.com 2008 — 2013
24 certificates
Pratt Institute 1978 — 1981
bachelor Communication Design, Graphic Design
Leaders in Graphic, Web & Multimedia Design in Greater New York City 2013 - Present
Freshfields Bruckhaus Deringer LLP January 2013 - June 2013
Queens Library November 2011 - May 2012
edgarsdesignstudio September 2008 - October 2011
Anderson DDB November 2007 - August 2008
DraftFCB July 2007 - September 2007
UBS Investement Bank June 2006 - April 2007
UBS June 2006 - August 2006
Flah Point Medica January 2005 - February 2006
GSW Worldwide October 2003 - October 2004
Skills
Layout, Illustrator, Logo Design, Dreamweaver, Flash, Storyboarding, InDesign, Graphic Design, Typography, Adobe Creative Suite, Art Direction, Photoshop, Illustration, Photography, Posters, Art, Brochures, Graphics, Pre-press, Image Manipulation, Animation, Mac, QuarkXPress, Corporate Identity, Multimedia, Flash Animation, Final Cut Pro, Video Production, CSS, Videography, Web Design, Vector Illustration, Branding & Identity, Creative Direction, Creative Strategy, Collateral, Catalogs, Adobe Acrobat, Packaging, Email Marketing, Corporate Branding, Concept Development, Interaction Design, Brand Development, Direct Mail, User Interface Design, Banners
Education
Lynda.com 2008 — 2013
24 certificates
Pratt Institute 1978 — 1981
bachelor Communication Design, Graphic Design
Nicole DeCarlo Nicole DeCarlo's UBS Experience 2005 - Present
Job Vice President, Advisory Operations Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
UBS 2005 - Present
Skills
Microsoft Office, Customer Service, Strategic Planning, Team Leadership, Project Management, Risk Management, Team Building, Training, Process Improvement, Change Management, Performance Management
Education
Penn State University
Morgan Stanley September 2014 - Present
UBS 2005 - Present
Skills
Microsoft Office, Customer Service, Strategic Planning, Team Leadership, Project Management, Risk Management, Team Building, Training, Process Improvement, Change Management, Performance Management
Education
Penn State University
Dana Caragine's UBS Experience June 2005 - November 2008
Job Financial and Digital Marketer
Industry Financial Services
Experience
J.P. Morgan January 2013 - April 2015
J.P. Morgan November 2008 - January 2013
UBS June 2005 - November 2008
Murex 2004 - 2005
Merrill Lynch June 2002 - 2004
Skills
Series 7, Series 63, Series 65, Series 24, Wealth Management, Portfolio Management, Investments, Asset Managment, Financial Services, Marketing Strategy, Fixed Income, Alternative Investments, Equities, Bloomberg, Hedge Funds, Securities, Trading, Strategic Financial..., Retirement Planning, Asset Management, Mutual Funds, Banking, Asset Allocation, Capital Markets
Education
Princeton University 1998 — 2002
Bachelor's Degree, Operations Research and Financial Engineering
Villa Walsh Academy 1992 — 1998
High School
J.P. Morgan January 2013 - April 2015
J.P. Morgan November 2008 - January 2013
UBS June 2005 - November 2008
Murex 2004 - 2005
Merrill Lynch June 2002 - 2004
Skills
Series 7, Series 63, Series 65, Series 24, Wealth Management, Portfolio Management, Investments, Asset Managment, Financial Services, Marketing Strategy, Fixed Income, Alternative Investments, Equities, Bloomberg, Hedge Funds, Securities, Trading, Strategic Financial..., Retirement Planning, Asset Management, Mutual Funds, Banking, Asset Allocation, Capital Markets
Education
Princeton University 1998 — 2002
Bachelor's Degree, Operations Research and Financial Engineering
Villa Walsh Academy 1992 — 1998
High School
Andy Mowat Andy Mowat's UBS Experience 1995 - 1997
Job Customer Success Operations @ Box
Industry Information Technology and Services
Experience
Box June 2015 - Present
Prialto January 2012 - Present
Prialto January 2012 - May 2015
Elance-oDesk 2010 - 2012
Alpine Investors 2007 - 2009
VillaSport 2002 - 2007
Credit Suisse 1997 - 1999
UBS 1995 - 1997
Skills
CRM, Management, Salesforce.com, Sales Operations, Outsourcing, Business Networking, Sales Management, Training, Customer Success, Business Development, Business Process Design, Business Strategy, Professional Services
Education
Stanford Graduate School of Business 1999 — 2001
MBA
Princeton University 1991 — 1995
AB
Box June 2015 - Present
Prialto January 2012 - Present
Prialto January 2012 - May 2015
Elance-oDesk 2010 - 2012
Alpine Investors 2007 - 2009
VillaSport 2002 - 2007
Credit Suisse 1997 - 1999
UBS 1995 - 1997
Skills
CRM, Management, Salesforce.com, Sales Operations, Outsourcing, Business Networking, Sales Management, Training, Customer Success, Business Development, Business Process Design, Business Strategy, Professional Services
Education
Stanford Graduate School of Business 1999 — 2001
MBA
Princeton University 1991 — 1995
AB
Liz Ely-Kelso's UBS Experience November 2009 - October 2010
Job Experienced Financial Controller looking for new, challenging opportunities in the DC area
Industry Accounting
Experience
Barclays Investment Bank April 2014 - June 2015
UBS Investment Bank July 2013 - February 2014
UBS AG, London October 2010 - July 2013
UBS November 2009 - October 2010
UBS Investment Bank August 2008 - August 2009
Skills
CIMA Qualified, Financial Reporting, Analysis, CIMA, Product Control, Investment Banking, Financial Modeling, Equities, Account Reconciliation, Derivatives, Finance, Internal Controls, Financial Analysis, Risk Management, Management
Education
College Of Charleston (University), South Carolina, United States 2004 — 2008
Bachelor of Science, International Business
Pontificia Universidad Católica de Valparaíso 2006 — 2006
Spanish
Barclays Investment Bank April 2014 - June 2015
UBS Investment Bank July 2013 - February 2014
UBS AG, London October 2010 - July 2013
UBS November 2009 - October 2010
UBS Investment Bank August 2008 - August 2009
Skills
CIMA Qualified, Financial Reporting, Analysis, CIMA, Product Control, Investment Banking, Financial Modeling, Equities, Account Reconciliation, Derivatives, Finance, Internal Controls, Financial Analysis, Risk Management, Management
Education
College Of Charleston (University), South Carolina, United States 2004 — 2008
Bachelor of Science, International Business
Pontificia Universidad Católica de Valparaíso 2006 — 2006
Spanish
Matt Prepelka's UBS Experience November 2010 - Present
Job Complex Administrative Manager
Industry Financial Services
Experience
UBS November 2010 - Present
UBS April 2009 - November 2010
UBS December 2007 - April 2009
Columbia Management October 1999 - October 2005
Goldman Sachs October 1996 - October 1999
Federated Investors October 1990 - October 1996
Education
University of Pittsburgh 1994 — 1996
MBA, Finance
Penn State 1986 — 1990
Bachelor of Science (B.S.), Economics
UBS November 2010 - Present
UBS April 2009 - November 2010
UBS December 2007 - April 2009
Columbia Management October 1999 - October 2005
Goldman Sachs October 1996 - October 1999
Federated Investors October 1990 - October 1996
Education
University of Pittsburgh 1994 — 1996
MBA, Finance
Penn State 1986 — 1990
Bachelor of Science (B.S.), Economics
Robert Placet's UBS Experience Equity ResearchUBS Investment Bank2007 - Present
Job Equity Research Analyst
Industry Research
Experience
UBS Equity ResearchUBS Investment Bank2007 - Present
Education
Penn State University 2000 — 2004
UBS Equity ResearchUBS Investment Bank2007 - Present
Education
Penn State University 2000 — 2004
Conall O'Callaghan's UBS Experience August 2006 - October 2007
Job software engi... master of ceremonies at Twitter
Industry Computer Software
Experience
Twitter July 2014 - Present
MADBITS September 2013 - July 2014
Now August 2012 - July 2013
Virtu Financial January 2009 - March 2012
RBS Greenwich Capital June 2008 - December 2008
UBS August 2006 - October 2007
Skills
Trading, Derivatives, Equities, Trading Systems, Electronic Trading, Equity Derivatives, Investment Banking, Fixed Income, Hedge Funds, Options
Education
Princeton University 2001 — 2005
artium baccalaureus, Computer Science
Twitter July 2014 - Present
MADBITS September 2013 - July 2014
Now August 2012 - July 2013
Virtu Financial January 2009 - March 2012
RBS Greenwich Capital June 2008 - December 2008
UBS August 2006 - October 2007
Skills
Trading, Derivatives, Equities, Trading Systems, Electronic Trading, Equity Derivatives, Investment Banking, Fixed Income, Hedge Funds, Options
Education
Princeton University 2001 — 2005
artium baccalaureus, Computer Science
Bill Geis's UBS Experience November 2006 - July 2008
Job EVP Retail Lending Executive at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2012 - Present
Regions Financial Corporation February 2010 - May 2012
UBS November 2006 - July 2008
Smith Barney 1998 - 2006
First Union 1991 - 1998
Skills
Credit, Wealth Management, Banking, Portfolio Management, Strategy, Loans, Financial Analysis, Financial Services, Mortgage Lending, Credit Analysis, Leadership, Financial Risk, Business Planning, Management, Commercial Lending, Business Strategy, Securities, Strategic Planning, Process Improvement, Sales Management, Insurance, Training, Sales
Education
Temple University - Fox School of Business and Management 1988 — 1991
Bachelor, Business Administration, Finance, and Marketing
Penn State University 1986 — 1988
Business Administration, Finance, and Marketing
FINRA
Series 7
NJ Mortage Bankers
License
Raymond James Financial Inc. May 2012 - Present
Regions Financial Corporation February 2010 - May 2012
UBS November 2006 - July 2008
Smith Barney 1998 - 2006
First Union 1991 - 1998
Skills
Credit, Wealth Management, Banking, Portfolio Management, Strategy, Loans, Financial Analysis, Financial Services, Mortgage Lending, Credit Analysis, Leadership, Financial Risk, Business Planning, Management, Commercial Lending, Business Strategy, Securities, Strategic Planning, Process Improvement, Sales Management, Insurance, Training, Sales
Education
Temple University - Fox School of Business and Management 1988 — 1991
Bachelor, Business Administration, Finance, and Marketing
Penn State University 1986 — 1988
Business Administration, Finance, and Marketing
FINRA
Series 7
NJ Mortage Bankers
License
Alex Liloia's UBS Experience July 2004 - July 2006
Job Vice President at PRIMECAP Management Company
Industry Investment Management
Experience
PRIMECAP Management Company September 2010 - Present
Stanford Graduate School of Business September 2008 - September 2010
Silver Lake Partners July 2006 - July 2008
UBS July 2004 - July 2006
Skills
Private Equity, Investment Banking, Investments
Education
Stanford University Graduate School of Business 2008 — 2010
Princeton University 2000 — 2004
Bachelor of Arts (BA), English Language and Literature/Letters
PRIMECAP Management Company September 2010 - Present
Stanford Graduate School of Business September 2008 - September 2010
Silver Lake Partners July 2006 - July 2008
UBS July 2004 - July 2006
Skills
Private Equity, Investment Banking, Investments
Education
Stanford University Graduate School of Business 2008 — 2010
Princeton University 2000 — 2004
Bachelor of Arts (BA), English Language and Literature/Letters
Debjani Bagchi, CFA's UBS Experience 2007 - 2010
Job at Deutsche Bank Securities
Industry Investment Management
Experience
Deutsche Bank Securities 2010 - Present
UBS 2007 - 2010
International Finance Corporation (IFC) 2004 - 2007
United Nations Capital Development Fund (UNCDF) 2002 - 2004
Asian Development Bank January 2001 - January 2002
Women's World Banking January 1996 - January 2000
Education
Princeton University 1993 — 1996
MPA
University of Calcutta 1986 — 1989
BA (Honors), Politics, Economics and History
Deutsche Bank Securities 2010 - Present
UBS 2007 - 2010
International Finance Corporation (IFC) 2004 - 2007
United Nations Capital Development Fund (UNCDF) 2002 - 2004
Asian Development Bank January 2001 - January 2002
Women's World Banking January 1996 - January 2000
Education
Princeton University 1993 — 1996
MPA
University of Calcutta 1986 — 1989
BA (Honors), Politics, Economics and History
Dasha Koroleva Burns, CFA's UBS Experience September 2013 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS September 2013 - Present
Bank of America Merrill Lynch June 2007 - August 2013
Morgan Stanley Capital International 2004 - 2006
Skills
Fixed Income, Capital Markets, Central Banks, Rates, Bloomberg, Series 7, Asset Management, Investments, Valuation, Series 63, Financial Markets, Asset Allocation, Bonds, Derivatives, Structured Products, Emerging Markets, Financial Analysis
Education
Princeton University 2003 — 2007
Bachelor of Arts (BA), Economics
UBS September 2013 - Present
Bank of America Merrill Lynch June 2007 - August 2013
Morgan Stanley Capital International 2004 - 2006
Skills
Fixed Income, Capital Markets, Central Banks, Rates, Bloomberg, Series 7, Asset Management, Investments, Valuation, Series 63, Financial Markets, Asset Allocation, Bonds, Derivatives, Structured Products, Emerging Markets, Financial Analysis
Education
Princeton University 2003 — 2007
Bachelor of Arts (BA), Economics
Chris Van Buren, CFA's UBS Experience May 2013 - January 2014
Job Senior Managing Director, Chief Risk Officer, Asset Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
UBS May 2013 - January 2014
UBS Global Asset Management November 2010 - May 2013
The Rockefeller Foundation April 2009 - November 2010
Lehman Brothers August 2005 - April 2009
Neuberger Berman August 2005 - April 2009
Goldman, Sachs & Co. 1991 - 2005
Advanced Computer Techniques / InterACT April 1985 - April 1991
Skills
Investment Management, Investments, Financial Risk, Fixed Income Analysis, Alternative Investments, Programming Languages, Operational Risk..., Portfolio Management, Equities, Fixed Income, Asset Management
Education
Princeton University 1980 — 1984
B.S.E., Electrical Engineering / Computer Science
Stevens Institute of Technology 1984 — 1989
M.Eng, Electrical Engineering
TIAA-CREF January 2014 - Present
UBS May 2013 - January 2014
UBS Global Asset Management November 2010 - May 2013
The Rockefeller Foundation April 2009 - November 2010
Lehman Brothers August 2005 - April 2009
Neuberger Berman August 2005 - April 2009
Goldman, Sachs & Co. 1991 - 2005
Advanced Computer Techniques / InterACT April 1985 - April 1991
Skills
Investment Management, Investments, Financial Risk, Fixed Income Analysis, Alternative Investments, Programming Languages, Operational Risk..., Portfolio Management, Equities, Fixed Income, Asset Management
Education
Princeton University 1980 — 1984
B.S.E., Electrical Engineering / Computer Science
Stevens Institute of Technology 1984 — 1989
M.Eng, Electrical Engineering
Chris Theiss's UBS Experience April 2008 - July 2010
Job Systems Engineer at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems October 2010 - Present
Interactive Data 7ticks (formerly 7ticks) July 2010 - October 2010
UBS April 2008 - July 2010
Burwood Group August 2003 - March 2008
Interpublic Group of Companies/True North Communication May 1999 - July 2003
American Backhaulers 1996 - 1999
Skills
Data Center, Cisco Technologies, Cloud Computing, MPLS, Virtualization, SaaS, Routing, Unified Communications, TCP/IP, Networking, Security, BGP, Vendor Management, Project Management, Network Security, Program Management, Wireless Networking, Disaster Recovery, OSPF, Network Architecture, Switches, WAN, Cisco IOS, VoIP, Routers, Firewalls, Enterprise Architecture
Education
Princeton University 1988 — 1993
Cisco Systems October 2010 - Present
Interactive Data 7ticks (formerly 7ticks) July 2010 - October 2010
UBS April 2008 - July 2010
Burwood Group August 2003 - March 2008
Interpublic Group of Companies/True North Communication May 1999 - July 2003
American Backhaulers 1996 - 1999
Skills
Data Center, Cisco Technologies, Cloud Computing, MPLS, Virtualization, SaaS, Routing, Unified Communications, TCP/IP, Networking, Security, BGP, Vendor Management, Project Management, Network Security, Program Management, Wireless Networking, Disaster Recovery, OSPF, Network Architecture, Switches, WAN, Cisco IOS, VoIP, Routers, Firewalls, Enterprise Architecture
Education
Princeton University 1988 — 1993
Richard Brachman's UBS Experience March 2009 - December 2009
Job Executive Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase June 2010 - Present
Bank of America September 2009 - June 2010
UBS March 2009 - December 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers July 2007 - September 2008
UBS September 2003 - June 2007
Morgan Stanley July 2002 - September 2003
Pedestal, Inc. March 2001 - March 2002
TruMarkets, Inc. February 2000 - March 2001
Bloomberg September 1999 - February 2000
Education
Princeton University 1980 — 1984
BSE, Mechanical Engineering
Great Neck South Senior High School 1976 — 1980
High School
JP Morgan Chase June 2010 - Present
Bank of America September 2009 - June 2010
UBS March 2009 - December 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers July 2007 - September 2008
UBS September 2003 - June 2007
Morgan Stanley July 2002 - September 2003
Pedestal, Inc. March 2001 - March 2002
TruMarkets, Inc. February 2000 - March 2001
Bloomberg September 1999 - February 2000
Education
Princeton University 1980 — 1984
BSE, Mechanical Engineering
Great Neck South Senior High School 1976 — 1980
High School
Aman Mekonen's UBS Experience February 2005 - June 2007
Job Associate at JPMorgan
Industry Investment Banking
Experience
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase June 2013 - Present
Goldman Sachs June 2007 - December 2012
Goldman Sachs June 2007 - January 2010
UBS February 2005 - June 2007
Skills
Securities, Trading, Investment Banking, Hedge Funds, Equities, Derivatives, Financial Modeling, Valuation, Fixed Income, Capital Markets, Prime Brokerage, Middle Office, FX Options, Bloomberg, Credit Derivatives
Education
Penn State University 1998 — 2001
Bachelor of Science (BS), Labor and Industrial Relations
Pennsylvania State 1997 — 2001
Bachelor of Science (BS), Labor and Industrial Relations
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase June 2013 - Present
Goldman Sachs June 2007 - December 2012
Goldman Sachs June 2007 - January 2010
UBS February 2005 - June 2007
Skills
Securities, Trading, Investment Banking, Hedge Funds, Equities, Derivatives, Financial Modeling, Valuation, Fixed Income, Capital Markets, Prime Brokerage, Middle Office, FX Options, Bloomberg, Credit Derivatives
Education
Penn State University 1998 — 2001
Bachelor of Science (BS), Labor and Industrial Relations
Pennsylvania State 1997 — 2001
Bachelor of Science (BS), Labor and Industrial Relations
Rajesh Khurana's UBS Experience January 2000 - September 2007
Job Director at Bear Stearns
Industry Information Technology and Services
Experience
Citi April 2011 - Present
Barclays Investment Bank August 2009 - February 2011
InfoArena Inc. December 2008 - July 2009
Bear Stearns September 2007 - November 2008
UBS January 2000 - September 2007
AIG January 1993 - January 2000
Skills
Vendor Management, Information Technology, SDLC, IT Strategy, Enterprise Architecture, Business Analysis, Program Management, Strategic Planning, Software Project..., Team Leadership, IT Management, Business Process..., Asset Management, Capital Markets, Risk Management
Education
West Chester University of Pennsylvania
MS, Computer science
Pennsylvania State University-Great Valley Graduate Center
Computer science
Delhi, India
Bachelor of Science (BS) in Electrical Engineering
Citi April 2011 - Present
Barclays Investment Bank August 2009 - February 2011
InfoArena Inc. December 2008 - July 2009
Bear Stearns September 2007 - November 2008
UBS January 2000 - September 2007
AIG January 1993 - January 2000
Skills
Vendor Management, Information Technology, SDLC, IT Strategy, Enterprise Architecture, Business Analysis, Program Management, Strategic Planning, Software Project..., Team Leadership, IT Management, Business Process..., Asset Management, Capital Markets, Risk Management
Education
West Chester University of Pennsylvania
MS, Computer science
Pennsylvania State University-Great Valley Graduate Center
Computer science
Delhi, India
Bachelor of Science (BS) in Electrical Engineering
Lauren LeComte's UBS Experience July 1999 - March 2001
Job Corporate and Creative Professional
Industry Banking
Experience
Citizens Bank June 2015 - Present
Bank of America Merrill Lynch May 2010 - Present
Razberries 2003 - Present
Kelly Outsourcing & Consulting Group May 2007 - March 2009
Recap Advisors, LLC November 2006 - May 2007
Janney Montgomery Scott April 2005 - April 2006
John M. Horack, Jr., D.M.D. March 2001 - April 2005
UBS July 1999 - March 2001
Skills
Applicant Tracking..., Training, Talent Acquisition, Recruiting, Human Resources, Microsoft Office, Customer Service, Interviews, Sales, Onboarding, Hiring, Time Management, Sales Operations, Social Media, Leadership
Education
Plymouth State University 1993 — 1998
Bachelor's degree, Graphic Design
Citizens Bank June 2015 - Present
Bank of America Merrill Lynch May 2010 - Present
Razberries 2003 - Present
Kelly Outsourcing & Consulting Group May 2007 - March 2009
Recap Advisors, LLC November 2006 - May 2007
Janney Montgomery Scott April 2005 - April 2006
John M. Horack, Jr., D.M.D. March 2001 - April 2005
UBS July 1999 - March 2001
Skills
Applicant Tracking..., Training, Talent Acquisition, Recruiting, Human Resources, Microsoft Office, Customer Service, Interviews, Sales, Onboarding, Hiring, Time Management, Sales Operations, Social Media, Leadership
Education
Plymouth State University 1993 — 1998
Bachelor's degree, Graphic Design
Jack Inserra's UBS Experience February 2006 - Present
Job First Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS February 2006 - Present
Smith Barney Brokerage Firm January 1988 - January 2006
Skills
Wealth Management, Series 7, Strategic Planning, Leadership, Series 63, Management, Portfolio Management, Asset Allocation, Asset Management, Marketing
Education
Penn State University 1981 — 1985
UBS February 2006 - Present
Smith Barney Brokerage Firm January 1988 - January 2006
Skills
Wealth Management, Series 7, Strategic Planning, Leadership, Series 63, Management, Portfolio Management, Asset Allocation, Asset Management, Marketing
Education
Penn State University 1981 — 1985
jennifer maldonado's UBS Experience October 1997 - May 2003
Job Special Assistant to the Deputy Chancellor
Industry Government Relations
Experience
NYC Department of Education April 2013 - Present
Independent Public Affairs Professional January 2012 - Present
Covanta Energy January 2010 - December 2011
New York Liquidation Bureau November 2007 - January 2010
Rocking the Boat 2007 - 2009
New York State, Empire State Development 2007 - 2007
Lutheran Medical Center September 2003 - December 2005
UBS October 1997 - May 2003
Skills
Community Development, Public Speaking, Media Relations, Corporate Communications, Policy Analysis, Fundraising, Government, Community Outreach, Politics, Research
Education
Penn State University 1986 — 1990
NYC Department of Education April 2013 - Present
Independent Public Affairs Professional January 2012 - Present
Covanta Energy January 2010 - December 2011
New York Liquidation Bureau November 2007 - January 2010
Rocking the Boat 2007 - 2009
New York State, Empire State Development 2007 - 2007
Lutheran Medical Center September 2003 - December 2005
UBS October 1997 - May 2003
Skills
Community Development, Public Speaking, Media Relations, Corporate Communications, Policy Analysis, Fundraising, Government, Community Outreach, Politics, Research
Education
Penn State University 1986 — 1990
Carrie McHale's UBS Experience 2003 - 2007
Job Director of Compliance and Chief Compliance Officer of TPG Financial Advisors, LLC at The Partners Group
Industry Financial Services
Experience
The Partners Group May 2014 - Present
The Partners Group March 2007 - May 2014
UBS 2003 - 2007
Morgan Stanley 2000 - 2003
Farmers Insurance 1990 - 2000
Skills
Regulatory Compliance, Risk Management, Investments, Securities, Employee Engagement, Property & Casualty..., Strategic Planning, Sales, Client Service Delivery, Recruiting, Team Leadership, Critical Thinking, Financial Services
Education
Portland State University
Finance, Business
The Partners Group May 2014 - Present
The Partners Group March 2007 - May 2014
UBS 2003 - 2007
Morgan Stanley 2000 - 2003
Farmers Insurance 1990 - 2000
Skills
Regulatory Compliance, Risk Management, Investments, Securities, Employee Engagement, Property & Casualty..., Strategic Planning, Sales, Client Service Delivery, Recruiting, Team Leadership, Critical Thinking, Financial Services
Education
Portland State University
Finance, Business
Peter Malek's UBS Experience 2004 - 2006
Job Project Associate at Deloitte
Industry Capital Markets
Experience
Deloitte August 2014 - Present
NEW JERSEY HOUSING & MORTGAGE FINANCING AGENCY May 2013 - August 2014
A Malek CPA 2008 - 2010
UBS Investment Bank 2006 - 2008
UBS 2004 - 2006
Charles Schwab 1997 - 2005
Commonwealth Associates 1996 - 1997
Skills
Hedge Funds, Options, Proprietary Trading, Series 24, Trading, Trading Strategies, Series 63, Equities, CRM, FINRA, Equity Trading, Series 7, Bloomberg, Financial Risk, Fixed Income, Securities, Capital Markets, Finance, Trading Systems, Financial Markets, Risk Management, Investments
Education
Penn State University 1991 — 1995
B.S., Management Information Systems
Deloitte August 2014 - Present
NEW JERSEY HOUSING & MORTGAGE FINANCING AGENCY May 2013 - August 2014
A Malek CPA 2008 - 2010
UBS Investment Bank 2006 - 2008
UBS 2004 - 2006
Charles Schwab 1997 - 2005
Commonwealth Associates 1996 - 1997
Skills
Hedge Funds, Options, Proprietary Trading, Series 24, Trading, Trading Strategies, Series 63, Equities, CRM, FINRA, Equity Trading, Series 7, Bloomberg, Financial Risk, Fixed Income, Securities, Capital Markets, Finance, Trading Systems, Financial Markets, Risk Management, Investments
Education
Penn State University 1991 — 1995
B.S., Management Information Systems
Andrew Kleeger's UBS Experience June 2011 - March 2015
Job Principal, Ascent Capital Advisors (America) LLC
Industry Financial Services
Experience
Ascent Capital Advisors (America) LLC April 2015 - Present
UBS June 2011 - March 2015
UBS June 2010 - June 2011
Goldman Sachs April 1998 - June 2010
Union Bank of Switzerland April 1997 - March 1998
Lehman Brothers April 1996 - April 1997
JPMorgan Chase March 1994 - April 1996
KB Currency Advisors August 1991 - March 1994
Skills
Capital Markets, Equities, Business Strategy, Negotiation, Strategic Planning, Change Management, Fixed Income, New Business Development, Investments, Sales Management, Foreign Exchange, Business Development, Derivatives, Start-ups, Portfolio Management, Financial Structuring, Emerging Markets, Mergers & Acquisitions, Management, Trading
Education
Penn State University 1986 — 1990
BA, Liberal Arts and Sciences/Liberal Studies
Penn State University 1986 — 1990
Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities
Ascent Capital Advisors (America) LLC April 2015 - Present
UBS June 2011 - March 2015
UBS June 2010 - June 2011
Goldman Sachs April 1998 - June 2010
Union Bank of Switzerland April 1997 - March 1998
Lehman Brothers April 1996 - April 1997
JPMorgan Chase March 1994 - April 1996
KB Currency Advisors August 1991 - March 1994
Skills
Capital Markets, Equities, Business Strategy, Negotiation, Strategic Planning, Change Management, Fixed Income, New Business Development, Investments, Sales Management, Foreign Exchange, Business Development, Derivatives, Start-ups, Portfolio Management, Financial Structuring, Emerging Markets, Mergers & Acquisitions, Management, Trading
Education
Penn State University 1986 — 1990
BA, Liberal Arts and Sciences/Liberal Studies
Penn State University 1986 — 1990
Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities
Jerry Padilla's UBS Experience March 2012 - Present
Job Director Wealth Planning Consultant at UBS
Industry Financial Services
Experience
UBS March 2012 - Present
Morgan Stanley Smith Barney June 2006 - March 2012
Skills
Alternative Investments, Asset Allocation, Asset Management, Investments, Mutual Funds, Series 63, Series 7, Wealth Management
Education
Pepperdine University
UBS March 2012 - Present
Morgan Stanley Smith Barney June 2006 - March 2012
Skills
Alternative Investments, Asset Allocation, Asset Management, Investments, Mutual Funds, Series 63, Series 7, Wealth Management
Education
Pepperdine University
Sean Waters, MBA's UBS Experience 2002 - 2006
Job Financial Advisor at Financial West Group
Industry Financial Services
Experience
Financial West Group December 2010 - Present
Arque Capital, Ltd. July 2010 - December 2010
M.L. Stern/Southwest Securities August 2006 - April 2010
UBS 2002 - 2006
Los Angeles Times 1986 - 1998
Skills
Series 7, Wealth Management, Portfolio Management, Investment Advisory, Retirement Planning, Asset Allocation, Investment Strategies, Series 63, 401k Rollovers, Retirement, Financial Advisory, Insurance, Alternative Investments, Fixed Annuities, Estate Planning, Mutual Funds, Strategic Financial..., Financial Analysis, Equities, Securities, Bonds, IRAs, Wealth, Investments, 401k, Uniform Combined State..., Wealth Management..., Pensions, FINRA, Asset Managment, Financial Planners, Series 65, Finance, Investment Management, Asset Management, Fixed Income, Financial Planning, Saving for Education
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Business
UCLA 1981 — 1984
Economics
Financial West Group December 2010 - Present
Arque Capital, Ltd. July 2010 - December 2010
M.L. Stern/Southwest Securities August 2006 - April 2010
UBS 2002 - 2006
Los Angeles Times 1986 - 1998
Skills
Series 7, Wealth Management, Portfolio Management, Investment Advisory, Retirement Planning, Asset Allocation, Investment Strategies, Series 63, 401k Rollovers, Retirement, Financial Advisory, Insurance, Alternative Investments, Fixed Annuities, Estate Planning, Mutual Funds, Strategic Financial..., Financial Analysis, Equities, Securities, Bonds, IRAs, Wealth, Investments, 401k, Uniform Combined State..., Wealth Management..., Pensions, FINRA, Asset Managment, Financial Planners, Series 65, Finance, Investment Management, Asset Management, Fixed Income, Financial Planning, Saving for Education
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Business
UCLA 1981 — 1984
Economics
Nooshin McKinney's UBS Experience June 2007 - May 2008
Job Assistant Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Charles Schwab November 2010 - April 2015
UBS June 2007 - May 2008
UBS May 2007 - May 2008
Partnervest Financial Group November 2005 - September 2006
Skills
Series 7, Financial Services, Investments, Mutual Funds, Series 63, FINRA, Risk Management, Securities, Wealth Management, Asset Management
Education
Pepperdine University 1991 — 1994
B.A.
University of West Los Angeles 1991 — 1994
JD, Law
Fidelity Investments April 2015 - Present
Charles Schwab November 2010 - April 2015
UBS June 2007 - May 2008
UBS May 2007 - May 2008
Partnervest Financial Group November 2005 - September 2006
Skills
Series 7, Financial Services, Investments, Mutual Funds, Series 63, FINRA, Risk Management, Securities, Wealth Management, Asset Management
Education
Pepperdine University 1991 — 1994
B.A.
University of West Los Angeles 1991 — 1994
JD, Law
julia babiitchouk's UBS Experience February 2006 - March 2011
Job Managed Accounts Trader, VP at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley Wealth Management May 2011 - Present
UBS February 2006 - March 2011
Turner Investments, L.P. 2005 - 2006
Skills
Series 7, Equities, Fixed Income, Series 63, Bloomberg, Bonds, Capital Markets, Trading, Electronic Trading, FINRA, Trading Systems, Financial Markets, Wealth Management, Swaps, Bloomberg Terminal, Derivatives, Securities, Structured Products, Alternative Investments
Education
Penn State University
Morgan Stanley Wealth Management May 2011 - Present
UBS February 2006 - March 2011
Turner Investments, L.P. 2005 - 2006
Skills
Series 7, Equities, Fixed Income, Series 63, Bloomberg, Bonds, Capital Markets, Trading, Electronic Trading, FINRA, Trading Systems, Financial Markets, Wealth Management, Swaps, Bloomberg Terminal, Derivatives, Securities, Structured Products, Alternative Investments
Education
Penn State University
Marcelo Navarro's UBS Experience 2006 - 2009
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
Citadel Investment Group August 2009 - February 2011
UBS 2006 - 2009
UBS Investment Bank 2004 - 2009
Lehman Brothers 1999 - 2003
Skills
Hedge Funds, Proprietary Trading, Derivatives, Equities, Trading Strategies, Quantitative Finance, Equity Trading, Market Making, FX Options, Market Risk, Options, Market Data, Commodity, Capital Markets, High Frequency Trading, Trading, Low Latency
Education
University of Chicago 1993 — 1998
Doctor of Philosophy (Ph.D.), Econometrics and Finance
Institute of Pure and Applied Mathematics (IMPA, Brazil) 1992 — 1993
Doctor of Philosophy (Ph.D.), Mathematical Economics
Institute of Pure and Applied Mathematics (IMPA, Brazil) 1990 — 1992
Master's degree, Operations Research
Pontifícia Universidade Católica do Rio de Janeiro 1986 — 1989
Bachelor's degree, Economics
Morgan Stanley March 2011 - Present
Citadel Investment Group August 2009 - February 2011
UBS 2006 - 2009
UBS Investment Bank 2004 - 2009
Lehman Brothers 1999 - 2003
Skills
Hedge Funds, Proprietary Trading, Derivatives, Equities, Trading Strategies, Quantitative Finance, Equity Trading, Market Making, FX Options, Market Risk, Options, Market Data, Commodity, Capital Markets, High Frequency Trading, Trading, Low Latency
Education
University of Chicago 1993 — 1998
Doctor of Philosophy (Ph.D.), Econometrics and Finance
Institute of Pure and Applied Mathematics (IMPA, Brazil) 1992 — 1993
Doctor of Philosophy (Ph.D.), Mathematical Economics
Institute of Pure and Applied Mathematics (IMPA, Brazil) 1990 — 1992
Master's degree, Operations Research
Pontifícia Universidade Católica do Rio de Janeiro 1986 — 1989
Bachelor's degree, Economics
Jim Steinbugl, CFA, CAIA's UBS Experience March 2005 - July 2006
Job Investment Officer at Johns Hopkins University
Industry Investment Management
Experience
Johns Hopkins University May 2012 - Present
Johns Hopkins University July 2006 - May 2012
UBS March 2005 - July 2006
Skills
Alternative Investments, Asset Allocation, Investments, Private Equity, Equities, Portfolio Management, Financial Modeling, Asset Managment, Investment Strategies, Bloomberg, Hedge Funds, Fixed Income
Education
Penn State University 2000 — 2004
BS, Finance
Johns Hopkins University May 2012 - Present
Johns Hopkins University July 2006 - May 2012
UBS March 2005 - July 2006
Skills
Alternative Investments, Asset Allocation, Investments, Private Equity, Equities, Portfolio Management, Financial Modeling, Asset Managment, Investment Strategies, Bloomberg, Hedge Funds, Fixed Income
Education
Penn State University 2000 — 2004
BS, Finance
AC Morgan IV's UBS Experience March 2009 - July 2015
Job Equities, MD at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
UBS March 2009 - July 2015
Skills
Equities, Capital Markets
Education
Pepperdine University 1989 — 1993
BA, Communications/Business
Bank of America Merrill Lynch July 2015 - Present
UBS March 2009 - July 2015
Skills
Equities, Capital Markets
Education
Pepperdine University 1989 — 1993
BA, Communications/Business
Felipe Hallot's UBS Experience February 2006 - December 2006
Job Investor
Industry Venture Capital & Private Equity
Experience
Burger King Corporation March 2012 - February 2013
3G Capital April 2008 - March 2012
GAP Asset Management June 2007 - March 2008
UBS Pactual December 2006 - June 2007
UBS February 2006 - December 2006
Skills
Valuation, Fixed Income, Private Equity, Equities, Capital Markets, Hedge Funds, FX Options, Derivatives, Trading, Investment Banking
Education
Pontifícia Universidade Católica do Rio de Janeiro 2004 — 2007
Bachelor of Arts (B.A.), Economics
Burger King Corporation March 2012 - February 2013
3G Capital April 2008 - March 2012
GAP Asset Management June 2007 - March 2008
UBS Pactual December 2006 - June 2007
UBS February 2006 - December 2006
Skills
Valuation, Fixed Income, Private Equity, Equities, Capital Markets, Hedge Funds, FX Options, Derivatives, Trading, Investment Banking
Education
Pontifícia Universidade Católica do Rio de Janeiro 2004 — 2007
Bachelor of Arts (B.A.), Economics
Veronica Masotti Cappa's UBS Experience June 2007 - Present
Job
Industry Architecture & Planning
Experience
UBS June 2007 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Pratt Institute 1978 — 1983
Bachelor of Architecture (BArch), Architecture
UBS June 2007 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Pratt Institute 1978 — 1983
Bachelor of Architecture (BArch), Architecture
Janette Stenstrom's UBS Experience 2006 - 2009
Job Owner at All Things Cake
Industry Food & Beverages
Experience
All Things Cake December 2009 - Present
UBS 2006 - 2009
Skills
Customer Service, Teaching, Cake Decorating, Cakes, Wedding Cakes, Birthday Cakes, Parties, Entrepreneurship, Marketing, Event Planning, Marketing Strategy, Social Media Marketing, Social Networking, Social Media, Strategic Planning, Project Management, Microsoft Office
Education
Principia College 1993 — 1997
Bachelor's degree, Business/Managerial Economics
Union High School 1990 — 1993
All Things Cake December 2009 - Present
UBS 2006 - 2009
Skills
Customer Service, Teaching, Cake Decorating, Cakes, Wedding Cakes, Birthday Cakes, Parties, Entrepreneurship, Marketing, Event Planning, Marketing Strategy, Social Media Marketing, Social Networking, Social Media, Strategic Planning, Project Management, Microsoft Office
Education
Principia College 1993 — 1997
Bachelor's degree, Business/Managerial Economics
Union High School 1990 — 1993
Arthur Robertson's UBS Experience September 2012 - August 2014
Job Senior Internal Auditor at BBVA
Industry Accounting
Experience
BBVA August 2014 - Present
UBS September 2012 - August 2014
Deloitte September 2010 - September 2012
Skills
Internal Controls, US GAAP, Sarbanes-Oxley Act, GAAP, Financial Statements, SEC filings, Consolidation, CPA, Financial Modeling
Education
Post University 2004 — 2008
BS of Science, Accounting
BBVA August 2014 - Present
UBS September 2012 - August 2014
Deloitte September 2010 - September 2012
Skills
Internal Controls, US GAAP, Sarbanes-Oxley Act, GAAP, Financial Statements, SEC filings, Consolidation, CPA, Financial Modeling
Education
Post University 2004 — 2008
BS of Science, Accounting
Jeffrey Lowden, CFP's UBS Experience 2012 - Present
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS 2012 - Present
UBS Wealth Management 1989 - 2012
Ernst & Young December 1984 - July 1987
Education
Penn State University 1987 — 1989
MBA, Finance
Penn State University 1980 — 1984
B.S, Accounting
UBS 2012 - Present
UBS Wealth Management 1989 - 2012
Ernst & Young December 1984 - July 1987
Education
Penn State University 1987 — 1989
MBA, Finance
Penn State University 1980 — 1984
B.S, Accounting
Andrew Husby's UBS Experience June 2006 - August 2006
Job Economist/Strategist at Decision Economics, Inc.
Industry Financial Services
Experience
Decision Economics, Inc. July 2012 - Present
Decision Economics, Inc June 2008 - July 2012
Susquehanna International Group June 2007 - August 2007
UBS June 2006 - August 2006
Education
Princeton University 2004 — 2008
A.B., Economics
Decision Economics, Inc. July 2012 - Present
Decision Economics, Inc June 2008 - July 2012
Susquehanna International Group June 2007 - August 2007
UBS June 2006 - August 2006
Education
Princeton University 2004 — 2008
A.B., Economics
Ashley (Himes) Laubach, CFP, CRPS's UBS Experience March 2001 - Present
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS March 2001 - Present
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Equities, Mutual Funds, Financial Modeling, Fixed Income, Financial Analysis, Asset Allocation, Alternative Investments, Strategic Financial..., Asset Management, Retirement Planning, Capital Markets, Securities, Financial Services, Investment Advisory, Banking, Investment Banking, Finance, Risk Management, Investment Strategies, Trading, Credit, Private Equity, Retirement, Relationship Management, Financial Advisory, Loans, Fixed Annuities, Investment Management, Estate Planning, Insurance
Education
Penn State University 1996 — 2000
B.S., Marketing and International Business
UBS March 2001 - Present
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Equities, Mutual Funds, Financial Modeling, Fixed Income, Financial Analysis, Asset Allocation, Alternative Investments, Strategic Financial..., Asset Management, Retirement Planning, Capital Markets, Securities, Financial Services, Investment Advisory, Banking, Investment Banking, Finance, Risk Management, Investment Strategies, Trading, Credit, Private Equity, Retirement, Relationship Management, Financial Advisory, Loans, Fixed Annuities, Investment Management, Estate Planning, Insurance
Education
Penn State University 1996 — 2000
B.S., Marketing and International Business
William Farrell's UBS Experience February 1991 - Present
Job First Vice PresidentWealth Management Financial Advisor
Industry Financial Services
Experience
UBS February 1991 - Present
UBS September 1995 - September 2000
Kidder Peabody September 1991 - September 1995
Skills
Wealth Preservation..., Growth Strategies, Needs-based solutions
Education
Princeton University 1972 — 1977
AB, Chemistry
Archbishop Molloy High School 1968 — 1972
Academic
UBS February 1991 - Present
UBS September 1995 - September 2000
Kidder Peabody September 1991 - September 1995
Skills
Wealth Preservation..., Growth Strategies, Needs-based solutions
Education
Princeton University 1972 — 1977
AB, Chemistry
Archbishop Molloy High School 1968 — 1972
Academic
Isabel Cathcart's UBS Experience March 2001 - February 2005
Job Merrill Lynch, Pierce, Fenner & Smith
Industry Investment Management
Experience
Merrill Lynch June 2015 - Present
Citigroup Global Markets Inc. May 2012 - Present
Western International Securities, Inc. April 2011 - May 2012
Trust Company of the West 2005 - 2006
UBS March 2001 - February 2005
Merrill Lynch January 1993 - March 2001
Skills
Alternative Investments, Series 7, Wealth Management, Asset Management, Investments, Finance, Asset Allocation, Banking, Hedge Funds, Fixed Income
Education
Pitzer College
Economics & Psychology
University of London
Economics
Merrill Lynch June 2015 - Present
Citigroup Global Markets Inc. May 2012 - Present
Western International Securities, Inc. April 2011 - May 2012
Trust Company of the West 2005 - 2006
UBS March 2001 - February 2005
Merrill Lynch January 1993 - March 2001
Skills
Alternative Investments, Series 7, Wealth Management, Asset Management, Investments, Finance, Asset Allocation, Banking, Hedge Funds, Fixed Income
Education
Pitzer College
Economics & Psychology
University of London
Economics
Chung-Chieh Jason Chiao's UBS Experience 2007 - 2013
Job Trade Support at UBS
Industry Financial Services
Experience
UBS 2007 - 2013
National Securities 2006 - 2007
Vicky’s Pattern Inc. 2001 - 2003
Education
Penn State University 2000 — 2006
BS, Economics
UBS 2007 - 2013
National Securities 2006 - 2007
Vicky’s Pattern Inc. 2001 - 2003
Education
Penn State University 2000 — 2006
BS, Economics
Tyler Bonfanti's UBS Experience May 2010 - August 2010
Job Cyber Security Consultant at PNC
Industry Financial Services
Experience
Kforce Inc April 2013 - Present
Clearview Federal Credit Union May 2011 - April 2013
UBS May 2010 - August 2010
Skills
Leadership, Banking, Microsoft Excel, Customer Service, Access, Analysis, Microsoft Office, Microsoft Word, Teamwork, Financial Analysis, Investments, Sales, Consumer Lending, PowerPoint, Research, Java, Public Speaking, Social Media, Deposits, Photoshop, Business Analysis, C++, SQL, HTML, Process Improvement, Project Management, Oracle Identity Manager, Information Technology
Education
University of Pittsburgh 2010 — 2012
Bachelor's degree, Finance (Economics Minor)
Pennsylvania State University-Erie Campus 2007 — 2009
Moon Area High School 2004 — 2007
Diploma
Kforce Inc April 2013 - Present
Clearview Federal Credit Union May 2011 - April 2013
UBS May 2010 - August 2010
Skills
Leadership, Banking, Microsoft Excel, Customer Service, Access, Analysis, Microsoft Office, Microsoft Word, Teamwork, Financial Analysis, Investments, Sales, Consumer Lending, PowerPoint, Research, Java, Public Speaking, Social Media, Deposits, Photoshop, Business Analysis, C++, SQL, HTML, Process Improvement, Project Management, Oracle Identity Manager, Information Technology
Education
University of Pittsburgh 2010 — 2012
Bachelor's degree, Finance (Economics Minor)
Pennsylvania State University-Erie Campus 2007 — 2009
Moon Area High School 2004 — 2007
Diploma
Nick Savinar's UBS Experience May 2014 - Present
Job Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2014 - Present
English Training System & Idiomanet January 2012 - November 2013
Wine Cru February 2011 - January 2012
We Love Spain Worldwide August 2009 - December 2009
UBS Financial May 2009 - September 2009
UBS Financial May 2008 - September 2008
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Business, Marketing
Universidad Pablo de Olavide 2009 — 2010
Marketing
CIEE Study Center in Paris 2009 — 2010
French
Portland State University 2010 — 2010
Lincoln High School 2002 — 2006
UBS May 2014 - Present
English Training System & Idiomanet January 2012 - November 2013
Wine Cru February 2011 - January 2012
We Love Spain Worldwide August 2009 - December 2009
UBS Financial May 2009 - September 2009
UBS Financial May 2008 - September 2008
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Business, Marketing
Universidad Pablo de Olavide 2009 — 2010
Marketing
CIEE Study Center in Paris 2009 — 2010
French
Portland State University 2010 — 2010
Lincoln High School 2002 — 2006
Joseph Krenn's UBS Experience November 1994 - March 2008
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica February 2012 - Present
Sun Life Financial May 2009 - December 2011
John Hancock Life Insurance Company (U.S.A.) April 2008 - May 2009
UBS November 1994 - March 2008
Skills
Mutual Funds, Retirement Planning, Series 6, Series 63, Retirement, Series 7, Wealth Management, Variable Annuities, Separately Managed..., Life Insurance, Long-term Care, Disability Insurance, Investments, Retirement Savings
Education
Point Park University 1982 — 1986
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Transamerica February 2012 - Present
Sun Life Financial May 2009 - December 2011
John Hancock Life Insurance Company (U.S.A.) April 2008 - May 2009
UBS November 1994 - March 2008
Skills
Mutual Funds, Retirement Planning, Series 6, Series 63, Retirement, Series 7, Wealth Management, Variable Annuities, Separately Managed..., Life Insurance, Long-term Care, Disability Insurance, Investments, Retirement Savings
Education
Point Park University 1982 — 1986
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Kevin Ou's UBS Experience December 2008 - July 2015
Job Vice President, Portfolio Manager, The Peninsula Group, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2015 - Present
UBS December 2008 - July 2015
Morgan Stanley Wealth Management 2007 - 2008
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
University of California, Los Angeles
Bachelor of Science (B.S.)
Morgan Stanley Wealth Management July 2015 - Present
UBS December 2008 - July 2015
Morgan Stanley Wealth Management 2007 - 2008
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
University of California, Los Angeles
Bachelor of Science (B.S.)
Eleni Sakellariou's UBS Experience May 2000 - June 2003
Job Investment Analyst
Industry Financial Services
Experience
Bleakley, Schwartz, Cooney & Finney, LLC March 2007 - October 2009
Bernstein Global Wealth Management June 2003 - October 2006
UBS May 2000 - June 2003
Skills
Financial Planning, Series 7, Investments, Portfolio Management, Asset Management, Wealth Management, Retirement Planning, Strategic Financial..., Alternative Investments, Equities, Securities, Hedge Funds, Fixed Income, Investment Advisory, Series 63, Asset Allocation
Education
Penn State University 2005 — 2009
Bachelor's Degree, Economics and International Business
Bleakley, Schwartz, Cooney & Finney, LLC March 2007 - October 2009
Bernstein Global Wealth Management June 2003 - October 2006
UBS May 2000 - June 2003
Skills
Financial Planning, Series 7, Investments, Portfolio Management, Asset Management, Wealth Management, Retirement Planning, Strategic Financial..., Alternative Investments, Equities, Securities, Hedge Funds, Fixed Income, Investment Advisory, Series 63, Asset Allocation
Education
Penn State University 2005 — 2009
Bachelor's Degree, Economics and International Business
Cristina Chan's UBS Experience March 2011 - April 2012
Job Director, Product Controller at UBS
Industry Financial Services
Janaka Withana's UBS Experience 2006 - Present
Job Head of FVA at UBS
Industry Financial Services
Experience
UBS 2006 - Present
WestLB 2002 - 2006
Merrill Lynch 1994 - 2002
Skills
CVA, Exotic Derivatives, Interest Rate..., Funding, MBS, FVA, Funding Valuation..., Fixed Income, Derivatives
Education
Princeton University 1990 — 1994
BSE
UBS 2006 - Present
WestLB 2002 - 2006
Merrill Lynch 1994 - 2002
Skills
CVA, Exotic Derivatives, Interest Rate..., Funding, MBS, FVA, Funding Valuation..., Fixed Income, Derivatives
Education
Princeton University 1990 — 1994
BSE
Gary Barss's UBS Experience April 2009 - Present
Job The Quantum Group, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS April 2009 - Present
Morgan Stanley September 1992 - April 2009
Education
Pepperdine University 1989 — 1992
UBS April 2009 - Present
Morgan Stanley September 1992 - April 2009
Education
Pepperdine University 1989 — 1992
Fu (Tom) Xue's UBS Experience January 2012 - April 2012
Job
Industry Financial Services
Experience
UBS January 2012 - April 2012
Pegasus Capital Group September 2011 - December 2011
The Rock Creek Group September 2010 - December 2010
China Asset Management Co. Ltd. June 2010 - August 2010
Skills
Private Equity
Education
Pepperdine University 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Pepperdine University Washington DC Program
UBS January 2012 - April 2012
Pegasus Capital Group September 2011 - December 2011
The Rock Creek Group September 2010 - December 2010
China Asset Management Co. Ltd. June 2010 - August 2010
Skills
Private Equity
Education
Pepperdine University 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Pepperdine University Washington DC Program
Marvin Zulueta's UBS Experience January 2004 - Present
Job Analyst/Programmer at UBS
Industry Financial Services
Experience
UBS January 2004 - Present
Harleysville Insurance July 2003 - December 2003
Merrill Lynch March 2000 - February 2002
Skills
COBOL, DB2, WebSphere MQ, CICS
Education
Polytechnic University of the Philippines 1987 — 1992
Bachelor of Science (BS), Electronics and Communications Engineering
UBS January 2004 - Present
Harleysville Insurance July 2003 - December 2003
Merrill Lynch March 2000 - February 2002
Skills
COBOL, DB2, WebSphere MQ, CICS
Education
Polytechnic University of the Philippines 1987 — 1992
Bachelor of Science (BS), Electronics and Communications Engineering
Shuang Yang's UBS Experience April 2008 - May 2009
Job Investment Banking Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2014 - Present
Goldman Sachs August 2013 - August 2014
Goldman Sachs July 2010 - July 2013
Goldman Sachs June 2009 - August 2009
UBS April 2008 - May 2009
Clearbrook Financial June 2007 - August 2007
Education
Princeton University 2006 — 2010
BSE, Operations Research and Financial Engineering
Goldman Sachs September 2014 - Present
Goldman Sachs August 2013 - August 2014
Goldman Sachs July 2010 - July 2013
Goldman Sachs June 2009 - August 2009
UBS April 2008 - May 2009
Clearbrook Financial June 2007 - August 2007
Education
Princeton University 2006 — 2010
BSE, Operations Research and Financial Engineering
Byron Batres's UBS Experience July 2008 - Present
Job Certified Financial Planner The Tynion and Batres Financial Group UBS Financial Services Inc.
Industry Financial Services
Experience
UBS July 2008 - Present
Morgan Stanley April 2001 - July 2008
Bristol-Myers Squibb January 1998 - May 2000
Education
Penn State University 1993 — 1997
Bachelor of Science (BS), Physiology, General
UBS July 2008 - Present
Morgan Stanley April 2001 - July 2008
Bristol-Myers Squibb January 1998 - May 2000
Education
Penn State University 1993 — 1997
Bachelor of Science (BS), Physiology, General
Tammara Johnson's UBS Experience 1997 - 2008
Job Operations Administrative Assistant
Industry Financial Services
Experience
Self-employed Small Business OwnerWard Johnson Winery2005 - Present
UBS 1997 - 2008
Skills
Securities, Mutual Funds, Finance
Education
Portland Community College
Business
Self-employed Small Business OwnerWard Johnson Winery2005 - Present
UBS 1997 - 2008
Skills
Securities, Mutual Funds, Finance
Education
Portland Community College
Business
Christopher Spahn, CFP®'s UBS Experience March 2012 - Present
Job First Vice President Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS March 2012 - Present
Wells Fargo Advisors May 2008 - March 2012
A.G. Edwards & Sons, Inc. May 1995 - May 2008
W.J. Nolan & Company September 1991 - May 1995
Education
Providence College 1987 — 1991
Bachelor's Degree, Business Administration and Management, General
Chaminade High School 1983 — 1987
High School Diploma
UBS March 2012 - Present
Wells Fargo Advisors May 2008 - March 2012
A.G. Edwards & Sons, Inc. May 1995 - May 2008
W.J. Nolan & Company September 1991 - May 1995
Education
Providence College 1987 — 1991
Bachelor's Degree, Business Administration and Management, General
Chaminade High School 1983 — 1987
High School Diploma
Sean Cauley's UBS Experience October 2014 - Present
Job Intern at UBS
Industry Financial Services
Experience
UBS October 2014 - Present
Education
Penn State University 2010 — 2015
UBS October 2014 - Present
Education
Penn State University 2010 — 2015
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.