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
St. Paul's Baptist Church 2013 - Present
Edible Richmond 2014 - Present
KubiQ Cuisines 2011 - Present
Adams & Garth Staffing May 2015 - September 2015
On Assignment June 2013 - August 2014
Bon Secours Health System October 2010 - May 2013
FDIC March 2008 - October 2010
Wachovia Corporation February 2004 - January 2008
UBS May 1999 - April 2001
Salomon Smith Barney, Inc. April 1997 - May 1999
Skills
Risk Assessment, Internal Audit, Internal & External..., Finance, Financial Risk, Financial & Operational..., User Acceptance Testing, Designing Tests of..., Client & Executive..., Internal Controls, GAAP, Banking, SOX Compliancy, SSAE 16, Financial Reporting, Auditing, Executive Management, Risk Management, Strategic Planning
Education
Baruch College
Bachelor of Business Administration (BBA), Accountancy
JPMorgan Chase & Co. June 2015 - Present
NYU Polytechnic School of Engineering August 2013 - Present
UBS June 2010 - August 2014
Baruch College February 2013 - May 2013
Skills
Microsoft Office, Robotics, Windows, Physics, Mathematics, Event Planning, Linux, Robot Programming, Mentoring, CSS, Project Management, Software Development, Arduino, NI LabVIEW, Subversion, PHP, MySQL, HTML5, jQuery, Bootstrap, Web Development, Web Applications, College Football, Computer Science, Leadership
Education
New York University - Polytechnic School of Engineering 2013 — 2016
Bachelor of Science (B.S.), Physics
Baruch College, City University of New York (CUNY) 2011 — 2013
Physics
J.P. Morgan June 2013 - Present
Baruch Investment Management Group February 2012 - May 2013
Golden Buddies Mentorship Program September 2012 - December 2012
Leaders in Investment Banking September 2012 - September 2012
UBS May 2012 - September 2012
Trade Office of Ecuador June 2012 - August 2012
Con Edison December 2010 - February 2011
Skills
Bloomberg, Asset Management, Capital Markets, Emerging Markets, Financial Modeling, Derivatives, Reuters 3000, MS Office Suite, Fluent in Spanish, Financial Analysis, DCF Valuation, Fundamental Analysis, Thompson One, Capital IQ, Equity Research, FX trading, Investments, Financial Markets
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance & Investments, Senior
UBS June 2009 - Present
UBS Investment Bank July 2007 - May 2009
E*TRADE Financial August 2005 - June 2007
Skills
Fixed Income, CLO, Intex, Bloomberg, CPA, Project Management, Financial Analysis
Education
Baruch College
Master of Business Administration (MBA), Finance, General
Holy Innocents Religious Education September 2005 - Present
UBS 2004 - 2005
ABN AMRO Asset Management (Guernsey) Limited 2003 - 2004
ING 2000 - 2002
Furman Selz 1990 - 2000
Shearson Lehman 1987 - 1990
EF Hutton 1986 - 1987
Troster Singer 1984 - 1986
Englander Marino 1984 - 1984
Genovese Drugs 1976 - 1984
Skills
Prime Brokerage, Mutual Funds, Equities, Portfolio Management, Fixed Income, Institutional, Asset Managment
Education
Baruch College 1971 — 1976
BA, English
Bishop Loughlin 1967 — 1971
Verizon Wireless April 2014 - Present
Verizon Wireless June 2013 - March 2014
UBS January 2013 - June 2013
Bayview Consulting June 2012 - December 2012
Vignaioli Selection June 2007 - June 2012
Pretty Girl Co July 2006 - July 2007
Skills
General Ledger, Employee Relations, Human Resources, Performance Management, Recruiting, Succession Planning, Benchmarking, Customer Retention, Talent Acquisition, Benefits Administration, Payroll, Strategic Leadership, Staff Development, Talent Management, HR Policies, ADP Payroll, Personnel Management, Labor Relations, Workforce Planning, Outlook, Employee Benefits, Interviews, Contract Recruitment, HRIS, PeopleSoft, New Hire Orientations, Training, Management
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration, Human Resources Management and Services
Mitchell & Titus, LLP; Member Firm of Ernst & Young Global August 2007 - Present
UBS 2004 - 2007
PwC February 2001 - January 2004
Arthur Andersen LLP 1999 - 2001
Skills
Partnership Taxation, Corporate Tax, International Tax, Hedge Funds, State Tax, Real Estate, Private Equity, Talent Acquisition, Tax Accounting, Financial Services, Internal Audit, CPA
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
Mission Media April 2015 - Present
A Different Engine March 2015 - April 2015
BARKER Advertising & Interactive February 2015 - March 2015
Vaunte March 2013 - February 2015
Susan van der Linde New York January 2007 - February 2013
UBS January 2009 - October 2009
Merrill Lynch August 2008 - December 2008
Skills
Graphic Design, Marketing, Layout, Product Development, Typography, Illustration, E-commerce, Creative Direction, Photography, Email Marketing, Graphics, High-end Retouching, Fashion Design, Web Design, Social Media, Offset Printing, Mobile Design, Responsive Web Design, Branding & Identity, Logo Design, Art Direction, User Experience, Adobe Creative Suite, Brand Development, Copywriting, Digital Strategy
Education
Baruch College 2005 — 2009
Bachelor of Business Administration (BBA), Finance & Investments, Magna Cum Laude
Florence University of the Arts 2008 — 2008
Fashion Design & Marketing
Stuyvesant High School 2001 — 2005
HS Diploma
DjangoGirls
Procter & Gamble June 2014 - Present
Procter & Gamble May 2013 - August 2013
The Ritz-Carlton Hotel Company LLC December 2009 - August 2012
Regent Hotels & Resorts January 2008 - November 2009
Plaza Suite, Inc / Radio Bar LLC January 2004 - December 2007
UBS 2002 - 2003
Skills
Bilingual-English/Spanis..., Financial Analysis, Hospitality Industry, Forecasting, Hospitality Management, PowerPoint, Revenue Analysis
Education
University of Florida 2012 — 2014
MBA, Finance
Baruch College 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Citi June 2015 - Present
Citi May 2013 - Present
ALPFA, Inc. — Empowering Latino Leaders 2010 - Present
ALPFA New Jersey 2010 - 2014
BNY Mellon September 2012 - May 2013
UBS June 2012 - August 2012
UBS January 2012 - May 2012
Skills
Securities, Licensing, Inventory Management, Excel, Bloomberg, Bloomberg Terminal, Finance, Investment Banking, Management, Leadership, Microsoft Excel, Risk Management, Equities, Financial Analysis, Financial Modeling, Valuation
Education
Baruch College, City University of New York (CUNY) 2009 — 2012
BBA, Finance
Universidad de Salamanca 2009 — 2010
Spanish
PricewaterhouseCoopers Management Consultants March 2014 - Present
Reg-U-Nomics, Inc. February 2009 - February 2014
Meradia Group April 2008 - April 2009
EMC-Business Edge Solutions, Inc. January 2007 - January 2008
UBS July 2006 - January 2007
Penson Financial Services June 2005 - June 2006
Federal Home Loan Bank of Seattle 2002 - 2005
Skills
Financial Modeling, Risk, Credit Risk, Basel II, Risk Management, Dodd-Frank Regulation, Financial Risk, Quantitative Analytics, Dodd-Frank, Market Risk, Financial Services, Derivatives, Risk Assessment, Enterprise Risk..., Portfolio Management, Counterparty Risk, Fixed Income, VAR, Monte Carlo Simulation, Equities, Governance, Operational Risk, Basel III, Strategy
Education
Wharton School, Executive Education 2005 — 2006
Certificate
Baruch College, City University of New York (CUNY) 1982 — 1985
Apple April 2015 - Present
Best Western International April 2012 - Present
Armani Exchange May 2009 - November 2012
UBS January 2011 - May 2011
Credit Suisse July 2006 - September 2006
Credit Suisse July 2005 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Investments, Accounting, Banking, Teamwork, Social Media, Retail, Leadership, Customer Service
Education
Baruch College 2011 — 2013
BBA, Finance and Investments
LaGuardia Community College 2010 — 2011
A.S., Accounting
Mizuho Bank July 2015 - Present
Royal Bank of Scotland June 2014 - August 2014
UBS March 2014 - May 2014
MTN Capital Partners LLC July 2013 - December 2013
Skills
Private Equity, Financial Modeling, Leveraged Finance, Financial Analysis, Valuation, Investment Banking, Corporate Finance, Leadership, Finance
Education
Baruch College 2012 — 2015
Bachelor of Business Administration, Finance
The Chinese University of Hong Kong 2012 — 2012
Study Abroad, International Business
University of Massachusetts, Amherst 2010 — 2012
Finance & Sports Management
Apollo Global Management LLC September 2008 - Present
BNY Mellon February 2007 - September 2008
UBS April 2006 - February 2007
Skills
Equities, Risk Management, Operations Management, Process Improvement, Asset Management, Business Process..., Data Management, Data Quality Control, Operational Systems, Fixed Income, Derivatives, Financial Modeling, Alternative Investments, Bloomberg, Hedge Funds, Investments
Education
Baruch College 2003 — 2006
Bachelor's degree, Operations Management and Supervision
Farmingdale State University of New York 2001 — 2003
Associate of Science (A.S.), Business Administration and Management, General
Regal Entertainment Group June 2009 - Present
JPMorgan Chase March 2011 - September 2011
Regal Entertainment Group June 2004 - June 2009
UBS January 2009 - May 2009
Skills
Financial Analysis, Customer Satisfaction, Risk Management, Investments, Banking, Loans, Cash Management, Accounting, Credit, Leadership, Analysis, Finance, Management, Budgets, Forecasting, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, CRM, Social Networking, Project Management
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
Bachelor of Business Administration (BBA), Finance & Investments
Baruch College, City University of New York (CUNY) 2005 — 2009
Bachelor's degree, Accounting and Finance
Northwestern Mutual December 2014 - Present
Spavo Financial Group July 2014 - Present
Chapdelaine & Co. May 2013 - February 2014
Commerzbank AG July 2010 - December 2012
Natixis August 2008 - July 2010
Bear Stearns February 2004 - August 2008
HSBC January 1995 - January 2002
Westpac January 1989 - December 1994
UBS 1984 - 1988
BNY Mellon 1978 - 1984
Skills
FX Options, Fixed Income, Capital Markets, Trading, Trading Systems, Electronic Trading, Hedge Funds, Currency, FX trading, Commodity, Risk Management, Foreign Exchange, Fixed Asset Management, E-commerce, Equity Trading, equity options, ETFs, Credit, Financial Markets, Derivatives, FX Trading, Options
Education
Baruch College, City University of New York (CUNY) 1974 — 1978
B.A., Finance, Economics
FDR High School, Brooklyn, New York
JPMorganChase June 2008 - Present
UBS January 2006 - June 2008
Franklin First Financial Ltd April 2002 - January 2006
Skills
REUTERS 3000XTRA, POWERPLUS PRO, Bloomberg Terminal, Analysis, Portfolio Management, Bonds, Trading, Banking, Credit, Financial Services, Commercial Banking, Strategy, Loans, Finance, Reuters 3000, Asset Allocation, Investments, Risk Management, Business Planning, Small Business Lending, Asset Management, Series 7, Series 63, Relationship Management, Credit Analysis, Financial Modeling, Corporate Finance, Due Diligence, Commercial Lending, Cash Management, Financial Analysis, Small Business, Valuation, Sales, Treasury Management
Education
Baruch College 2004 — 2008
Bachelor in Business Administration, Finance
Brasserie Witlof August 2015 - Present
Radegast Hall & Biergarten December 2006 - Present
UBS 2003 - 2004
Education
City University of New York-Baruch College 1998 — 2004
Bachelor of Business Administration (BBA), Finance
Law Faculty, UPJS Kosice, Slovakia 1995 — 1996
UBS Wealth Management June 2011 - Present
UBS July 2007 - May 2011
GFI Group July 2005 - July 2007
Starr & Company, LLC January 2005 - July 2005
Altria / Philip Morris USA February 2000 - December 2004
Skills
Financial Modeling, Corporate Finance, Accounting, Forecasting, Finance, Analysis, Sarbanes-Oxley Act, Strategy, Internal Controls, Budgets, Management, Auditing, Project Management, Portfolio Management, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
MBA, 1) Leadership & Change Management; 2) Data, Models & Decisions; 3) Global Business
City University of New York-Baruch College - Zicklin School of Business 1996 — 2001
BBA, Major: Finance & Investing; Minor: Economics
WeSell.com September 2013 - Present
CBS Television Distribution January 2013 - April 2013
Time Warner Cable Media Sales January 2012 - May 2012
WeSell.com June 2006 - September 2011
UBS February 2004 - September 2004
Skills
Digital Marketing, Google Analytics, Website Development, Social Media Marketing, SEO, Media Planning, Web Strategy, CRM, SEM, Social Networking, Marketing, Digital Strategy, Online Ticketing..., Email Marketing, Salesforce.com, Account Management, Sales, Social Media, Online Advertising
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Dual Concentration: 1) Marketing 2) Communications & Media Management, 3.8
Baruch College, City University of New York (CUNY) 2008 — 2010
Bachelor of Business Administration, Advertising and Marketing Communications
Deloitte & Touche LLP September 2011 - Present
Deloitte & Touche LLP October 2010 - September 2011
Baruch College January 2008 - July 2010
UBS January 2009 - May 2009
Citibank August 2006 - December 2007
Prima Garnet Ogilvy June 2004 - February 2006
Prima Garnet Ogilvy May 2002 - March 2003
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
Masters, Accounting
Obafemi Awolowo University 1998 — 2004
Bachelors, Accounting
GlobalSource Partners, Inc. September 2010 - Present
Econoday, Inc. August 2009 - August 2010
UBS August 1997 - May 2008
DILLON, READ & CO. INC., New York, NY August 1989 - August 1997
Rothschild Inc. February 1987 - September 1988
Skills
Equities, Capital Markets, Fixed Income, Financial Modeling, Emerging Markets, Financial Markets, Trading, Economics, Securities, Options, Bonds, Macroeconomics, Business Development
Education
Baruch College, City University of New York (CUNY) 1985 — 1988
MBA, International Finance
Swarthmore College 1971 — 1975
BA, Russian Literature
Leningrad State University named after A.S. Pushkin 1974 — 1974
Russian Language
Middlebury College 1973 — 1973
Russian Language, Summer Institute
The Bank of New York Mellon 1999 - 2007
Santander Investment 1997 - 1999
UBS 1995 - 1997
Skills
C++, SQL, Unix, Oracle
Education
Baruch College, City University of New York (CUNY) 1976 — 1980
Citibank Taiwan Limited December 2011 - Present
SOFTBI Corporation Limited. September 2008 - November 2011
United National Bank February 2008 - June 2008
UBS September 2007 - December 2007
K-way Information Corporation May 2004 - May 2006
NCR May 2003 - April 2004
Skills
Project Management, Project Implementation, Team Leadership, Microsoft Word, Microsoft Excel, Business Analysis, Software System Analysis, Pre-sales, Communication, Banking, Financial Modeling, Financial Services
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
MBA, Fiance, CIS
Fu Jen Catholic University 1997 — 2001
BBA, Infomation Management
美加
Ernst & Young October 2010 - Present
Bessemer Trust January 2010 - October 2010
Darger & Errante LLP 2009 - 2009
UBS 2006 - 2006
Ukrainian Congress Committee of America June 2004 - October 2004
Skills
Spring, Financial Accounting, Corporate Tax, Tax Preparation, Income Tax, IFRS, Auditing, Financial Analysis, US GAAP, Tax, Tax Accounting, SEC filings, Internal Controls, Accounting, International Tax, Internal Audit, Sarbanes-Oxley Act, Financial Reporting, Tax Research, Foreign Languages
Education
Becker CPA Review Course 2010 — 2010
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1997 — 2002
Combined Bachelor's and Master's
General Motors October 2014 - Present
corporacion nacional de telecomunicaciones August 2014 - October 2014
PepsiCo October 2013 - April 2014
State University of New York - New Paltz January 2012 - August 2013
corporacion nacional de telecomunicaciones September 2007 - September 2010
Ernst & Young October 2006 - September 2007
AIM Tell-A-Vision Group May 2006 - September 2006
UBS April 2005 - October 2005
Skills
Microsoft Office, Research, Editing, Public Speaking, Budgets, Public Relations, English, Asset Allocation, Analysis, Time Management, Portfolio Management, Investments, Data Analysis, Leadership, French, Sales, Teamwork, Foreign Exchange, Auditing, Financial Modeling
Education
State University of New York at New Paltz 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
City University of New York-Baruch College - Zicklin School of Business 2004 — 2006
BBA, Finance and Investments
Colegio Metropolitano
Electron Capital Partners May 2012 - Present
SAC Capital Advisors August 2008 - April 2012
Electron Capital Management August 2007 - July 2008
Citigroup August 2002 - January 2007
UBS November 1996 - July 2002
Unicapital, SA November 1994 - November 1996
Columbia University August 1991 - November 1994
Skills
Energy, Infrastructure, Industrial Sector, Engineering, Equity Research, Valuation, Financial Modeling, Asset Managment, Portfolio Management, Equities, Hedge Funds, Capital Markets, Investments, Alternative Investments, Emerging Markets
Education
Colgate University
BA
Columbia University - Columbia Business School
MBA, Finance
Zicklin School of Business
MA, Accounting, 4.0
White Bear LLC May 2013 - Present
UN Pension Fund November 2007 - March 2008
Baruch College June 2006 - December 2007
UBS June 2006 - December 2006
Skills
Investments, Financial Analysis, Research, Financial Modeling, MS Office Suite, Investment Properties, Real Estate Transactions, Valuation, Portfolio Management, Banking, Finance, Analysis, Business Analysis, Due Diligence, Risk Management, Corporate Finance, Investment Banking, Capital Markets, Business Strategy, Strategic Planning, Microsoft Excel, Leadership, Management, Financial Planning, Financial Reporting, Economics
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
MS, Accountancy
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
MBA, Finance
Punjab Technical University 1999 — 2004
Bachelor of Technology, Electronics & Communication
CFA Level 3 passed
UBS February 1999 - Present
HCPLive February 1992 - December 2004
Smith Barney Brokerage Firm September 1991 - February 1999
AAMCO Transmissions and Total Car Care February 1982 - February 1984
PNC February 1978 - February 1981
Hillshire Brands February 1973 - February 1977
Education
Pace University - Lubin School of Business 1980 — 1982
MBA, Executive Management Program
Baruch College, City University of New York (CUNY) 1964 — 1969
BBA, Accounting
Midwood High School 1961 — 1964
ACADEMIC
Moody's Investors Service June 2010 - Present
UBS January 2009 - June 2009
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
Bachelor of Business Administration, Major: Finance and Investments; Minor: Psychology
Forest City Enterprises May 2015 - Present
RBC Capital Markets July 2012 - May 2015
New York State Housing Finance Agency/State of New York Mortgage Agency January 2012 - July 2012
J.P. Morgan July 2011 - December 2011
Baruch College September 2006 - June 2011
Treasury Partners August 2010 - December 2010
Merrill Lynch February 2009 - May 2009
UBS September 2008 - December 2008
Metropolitan Life Insurance Company March 2008 - December 2008
Skills
Fixed Income, Debt Structuring, Multi-family, Real Estate Finance, Financial Modeling, Investment Banking, Credit Analysis, Mortgage Banking, Municipal Bonds, Swaps, Asset-backed..., Real Estate Economics, Capital Markets, Bloomberg Terminal, Financial Analysis, Bloomberg, Quantitative Analytics, Analysis, Debt Restructuring, Equities, Valuation, Corporate Finance, Bonds, Derivatives, Microsoft Excel, Options, DCF, Wealth Management, Structured Finance, Finance, Investments, Capital IQ, Trading
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2010
Bachelor of Business Administration, Finance & Investment
Credit Agricole CIB December 2014 - Present
Credit Agricole CIB December 2012 - December 2014
UBS June 2011 - August 2011
New York Legal Assistance Group March 2011 - June 2011
Cents Ability, Inc. 2010 - 2011
BNB Tax Preparation Services January 2009 - May 2009
Skills
Finance, Wealth Management, Bloomberg, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Investments, PowerPoint, Economics, Microsoft Word, Access, Equities, Accounting, Research, Microsoft Office, Non-profits, Financial Reporting, Nonprofits
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Queens College 2008 — 2010
Lord, Abbett & Co. LLC June 2014 - Present
UBS April 2013 - April 2014
Merrill Lynch September 2011 - January 2012
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor's degree, Finance
Guggenheim Partners September 2013 - Present
BNY Mellon May 2011 - May 2013
UBP October 2010 - April 2011
Moody's Investors Service May 2009 - February 2010
UBS February 2008 - May 2008
Baruch College May 2007 - August 2007
Wenig & Saltiel LLP September 2005 - August 2006
Skills
Bloomberg, Budget Forecasts, Account Reconciliation, Financial Statement..., Financial Analysis, Variance Analysis, PowerPoint, Word, Access, Invoice Processing, Mutual Funds, ETFs, Microsoft Office, Fixed Income, Fund Accounting, Microsoft Word, Fund Administration, Bloomberg Terminal, Securities, Fund Of Funds, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Bachelor of Business Administration, Finance and Investments
BlackRock August 2013 - Present
BlackRock May 2012 - August 2012
RTR Financial Services August 2010 - May 2012
UBS September 2011 - December 2011
Deutsche Bank June 2010 - August 2010
Northwestern Mutual Financial Network July 2009 - September 2009
Skills
Bloomberg Terminal, Portfolio Management, Bloomberg, Investments, Mathematics, Finance, Communication, Corporate Communications, Business, Equities, Fixed Income, Social Media, Russian, Social Media Marketing, Microsoft Excel, Valuation, Microsoft Word, Hedge Funds, Financial Analysis, Economics, Microsoft Office, Financial Modeling, Options, Research, Public Speaking, Management
Education
Ohio University 2015 — 2017
Master of Business Administration (M.B.A.), Executive Management
Baruch College 2010 — 2013
Finance, Mathematics, 3.85
Macaulay Honors College 2010 — 2013
Bachelor of Business Administration (BBA), Finance and Investments, 3.881
Staten Island Technical High School 2006-2010 2006 — 2010
High School Diploma
BNP Paribas Investment Partners September 2014 - Present
UBS April 2013 - August 2014
Student Academic Consulting Center - Baruch College March 2013 - May 2014
Exchange Support December 2012 - May 2014
Friedman Management Corp March 2010 - August 2011
Skills
Bloomberg Terminal, Microsoft Excel, Financial Accounting, Asset Allocation, PowerPoint, Investments, Fixed Income
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance and Investments, 3.97/4.00 GPA
Kyiv National Taras Shevchenko University 2005 — 2009
Bachelor's degree, International Economics
Wells Fargo Bank August 2008 - Present
Colonial Bank August 2006 - July 2008
Merrill Lynch September 2005 - August 2006
UBS July 2004 - September 2005
Merrill Lynch August 1999 - February 2004
Skills
Securities, Retirement Planning, Alternative Investments, Uniform Combined State..., Strategic Financial..., Investments, Loans, Portfolio Management, Wealth Management, Equities, Asset Allocation, Mortgage Lending
Education
Baruch College 1997 — 1999
MBA, Finance
KeyBank April 2008 - Present
UBS July 2002 - April 2008
UBS July 2002 - April 2008
AT&T November 2001 - July 2002
Goldman Sachs August 2000 - November 2001
Goldman Sachs August 1999 - August 2000
Deutsche Bank Securities November 1997 - August 1999
Bankers Trust November 1997 - August 1999
Morgan Stanley July 1996 - November 1997
Morgan Stanley July 1996 - November 1997
Skills
Desktop Support, XP, Laptops, Lotus Notes, Active Directory, Troubleshooting, HP, Windows, Windows Server 2003, Bloomberg, Blackberry, TCP/IP, Operating Systems, Visio, System Administration, Problem Solving, Microsoft Office, Factset, Trading Floor, Access, Computer Hardware, Disaster Recovery, Help Desk Support, Hardware, Information Technology, ITIL, Network Administration, Integration, Network Security, Networking, Routers, Printers, Servers, Security, Software Installation, Software Documentation, Technical Support, Unix, System Deployment, Switches, Windows Server, Windows 7, VPN, Windows XP
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
Computer Information Systems
Baruch College
Computer Information Systems
UBS June 2015 - Present
UBS January 2014 - May 2015
UBS February 2009 - December 2013
Bernstein Global Wealth Management November 2006 - February 2009
AXA Advisors June 2005 - September 2006
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Master of Business Administration (M.B.A.), Marketing / Finance
Franklin & Marshall College 2001 — 2005
Bachelor of Arts (B.A.)
New Canaan High School 1997 — 2001
RBC Capital Markets April 2014 - Present
UBS June 2010 - March 2014
Jefferies & Company August 2009 - June 2010
Skills
Bloomberg, NASD Series 7, NASD Series 55, NASD Series 66, Microsoft Office, Lotus Notes, Thompson One, Wealth Management, Financial Statement..., Equity Valuation, Series 7, Fixed Income, Chartered Financial..., Equity Research, Equities, Financial Advisory, Hedge Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Finance & Investments, 3.77/4.0
Office of the New York City Comptroller June 2013 - Present
Operation Smile Baruch college May 2012 - May 2014
Kohl’sRego Park March 2011 - June 2013
Columbia Cleaners June 2009 - August 2009
UBS June 2007 - August 2007
Skills
Research, Management, Marketing, Data Entry, Customer Service, Microsoft Office, Outlook, Access, Sales, Accounting, Vendex Data Base System, PowerPoint, Finance, Microsoft Excel, Budgets
Education
Baruch College, City University of New York (CUNY) 2009 — 2014
Zicklin School of Business - Bachelor of Business Administration, Finance
Morgan Stanley Private Wealth Management June 2015 - Present
Morgan Stanley Wealth Management September 2011 - May 2015
Baruch College March 2010 - August 2011
UBS January 2010 - May 2010
Capital Invest June 2005 - June 2006
Skills
PowerPoint, Word, Excel, Bloomberg, Reuters, Morningstar, S&P, Research, Quantitative Analysis, Investments, Statistics, Economics, Factiva, LexisNexis, 10K, Financial Analysis, Annuities, Fixed Income, VBA, SQL, Factset, MBS, Options, FX Spot, Performance Measurement, Amortization Schedules, Yields, Dividends, Russian, Tactical Asset..., Performance Benchmarking, Quantitative Analytics, Series 7, Wealth Management
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
BBA, Finance and Investments, Economics and Mathematics
Higher School of Economics 2004 — 2006
BS, Mathematics and Economics
Gymnasium 17 1994 — 2004
High School Diploma, Concentration in Mathematics, 4.0
Deutsche Bank April 2014 - Present
RBC Capital Markets September 2010 - April 2014
Societe Generale May 2008 - August 2010
DRESDNER KLEINWORT May 2006 - April 2008
UBS October 2003 - May 2006
Goldman Sachs July 1998 - October 2003
PRICE WATERHOUSE LLP October 1995 - July 1998
Skills
Internal Control..., P&L Analysis, Financial Reporting, financial accounting, Derivatives, Auditing, Capital Markets, Analytics
Education
City University of New York-Baruch College 1991 — 1995
BBA, Accounting, 3.86
chess school 1980 — 1990
Shkola #18
UBS 2015 - Present
Samalin Investment Counsel June 2014 - September 2014
Northern Westchester Hospital April 2012 - August 2013
YouTube January 2011 - April 2012
Skills
Bloomberg, Financial Analysis, Equities, Financial Modeling, Valuation
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor's Degree, Finance
Fox lane high school 2008 — 2012
UBS October 2014 - Present
THE BANK OF EAST ASIA March 2013 - October 2014
SUMITOMO MITSUI BANKING CORPORATION July 2008 - March 2013
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.)
New York University
Master’s Degree, Human Resources Management and Development
Bank of America Merrill Lynch May 2015 - Present
Fidelity Investments March 2015 - May 2015
Bank of America Merrill Lynch June 2008 - August 2014
Merrill Lynch July 2007 - May 2008
UBS January 2006 - June 2006
Skills
Settlement Services, Physical Security, Account Reconciliation, Research, Restricted Stock, Office Administration, FX Operations, Backend Operations, Bonds, Corporate Finance, Foreign Exchange, Finance, Prime Brokerage, Data Analysis, Settlement, Securities, Financial Services, Fixed Income, Microsoft Excel, Equities, Microsoft Office, Management, Analysis, Customer Service
Education
New Jersey City University 2013 — 2015
Master of Business Administration (M.B.A.), Organizational Management and Leadership
City University of New York-Baruch College 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Kimco Realty Corporation August 2013 - Present
Kimco Realty Corporation September 2012 - Present
Imagine Events September 2009 - Present
Kimco Realty Corporation October 2009 - September 2012
UBS May 2008 - August 2008
UBS May 2007 - August 2007
Skills
Outlook, Excel, Word, Financial Analysis, PowerPoint, Event Management, Social Media Marketing, Microsoft Excel
Education
Baruch College 2013 — 2015
Master of Business Administration (MBA), Computer and Information systems
James Madison University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Holy Trinity Diocesan High School 2001 — 2005
Neuberger Berman April 2014 - Present
Sidoti & Company, LLC May 2010 - June 2013
Office of the Comptroller of the Currency May 2008 - May 2009
JPMorgan Chase June 2005 - May 2009
UBS May 2005 - September 2005
Skills
Series 7, Series 63, NYS Notary Public, Equities, Private Equity, Smiling, Bloomberg, Investments, Securities, Hedge Funds
Education
Baruch College 2004 — 2009
Bachelor's Degree, Finance and Investments
State University of New York at Albany 2004 — 2004
Numerix April 2012 - April 2014
UBS September 2010 - April 2012
Lehman Brothers Holdings Inc. January 2009 - September 2010
NumeriX February 2007 - September 2010
Polytechnic University of Hong Kong February 2000 - July 2002
Skills
Quantitative Finance, Derivatives, Financial Engineering, Quantitative Investing, Stochastic Calculus, Credit Derivatives, Equity Derivatives, VBA, Interest Rate..., Trading, Fixed Income, Options, Market Risk, Structured Products, Credit Risk, Risk Management, Volatility, Bloomberg, Swaps, Bonds, Interest Rate Swaps, Capital Markets, Risk Analysis, Structured Finance, Portfolio Optimization, Hedging, Credit, Alternative Investments, Emerging Markets, Trading Systems, FX Options, Commodity, Monte Carlo Simulation, ALM, Hedge Funds, Quantitative Analytics, Financial Markets, CDS, Calypso, Trading Strategies, Financial Risk, Valuation, Financial Modeling, Portfolio Management, Market Data, Equities, VAR, R, Rates, Investment Banking
Education
Baruch College, City University of New York (CUNY) 2005 — 2006
M.S, Financial Engineering
Harbin Institute of Technology
Ph.D, Computer Science
People's United Bank October 2013 - Present
Marathon Bank April 2011 - January 2013
Credit Suisse May 2003 - October 2010
UBS January 2002 - January 2003
Merrill Lynch January 1999 - January 2002
Marathon Bank January 1996 - January 1999
Skills
Underwriting, Due Diligence, Asset, Strategic Planning, Project Management, Warehousing, Risk Management, Microsoft Excel, Credit Risk, Credit, Loans, Banking, Financial Modeling, Portfolio Management, Fixed Income, Investment Banking, Securitization, Financial Analysis, Corporate Finance, Securities, Equities, Commercial Mortgages, Finance, Funding, Credit Analysis, Loan Servicing, Commercial Lending, Financial Risk, Financial Services, Commercial Banking, Cash Management, Capital Markets, Loan Origination, Financial Structuring, Operational Risk
Education
Regis University 1999 — 2002
MBA, Management
Baruch College, City University of New York (CUNY) 1991 — 1996
BA, IO Psychology
AxiomSL January 2014 - Present
AxiomSL January 2013 - Present
AxiomSL January 2011 - December 2012
AxiomSL September 2010 - December 2010
UBS June 2010 - August 2010
Baruch College December 2009 - May 2010
ICICI Bank 2006 - 2009
Skills
Analysis, Access, Databases, Management, Requirements Analysis, Business Analysis, Requirements Gathering, Data Analysis, Banking, SDLC, Business Intelligence, Risk Management, Finance, Financial Analysis, Financial Modeling, Corporate Finance
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, MBA
University of Mumbai
UBS Wealth Management 1992 - Present
UBS 1992 - Present
Bankers Trust, aka Deutche Bank 1989 - 1991
Citibank 1985 - 1989
Stevens Insitute of Technology 1983 - 1985
Skills
Risk Management, FX Options, User Acceptance Testing, Trading Systems, Investment Banking, Payments, Cash Management, Back Office, Unix, Business Continuity..., Fixed Income, Equities, Operational Risk
Education
Baruch College, City University of New York (CUNY) 1980 — 1984
Societe Generale November 2012 - Present
BGC Partners February 2010 - November 2012
Citigroup March 2007 - February 2010
UBS March 2004 - March 2007
AIG Trading Group Inc July 2004 - November 2004
Merrill Lynch November 1999 - November 2003
Morgan Stanley Smith Barney September 1998 - October 1999
Heine and Geduld, Inc June 1995 - September 1998
Skills
Veritas Cluster Server, Solaris Zones, ZFS, Solaris, Red Hat Linux, Cluster, Unix, Veritas, Veritas Volume Manager, AIX, Unix Shell Scripting, Sun
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
Baruch College of the City University of New York
Bachelor, Business Administration
UBS Sr. Application ArchitectUBS2000 - 2007
Butler Technology Solutions 2000 - 2000
TACT 1996 - 2000
TACT 1995 - 1999
Prudential Insurance 1997 - 1998
Prudential Financial 1995 - 1997
Citicorp 1992 - 1994
New York Life Ins. Co. 1990 - 1992
Dun & Bradstreet 1990 - 1991
Investment Support Systems (ISS/Futrak 1988 - 1990
Skills
Swaps, SDLC, Websphere, Business Analysis, Application Architecture, IT Strategy, Architecture, Enterprise Architecture, ITIL - Foundation -..., Solution Architecture, Agile Methodologies, ITIL, Software Project..., Disaster Recovery, Business Intelligence, Requirements Analysis, SOA, Architectures, IT Management, Requirements Gathering
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
MBA, Information Systems
Embry-Riddle Aeronautical University 1981 — 1985
BS, Aeronautical Studies
Neuberger Berman September 2009 - Present
Neuberger Berman February 2005 - June 2009
Citicorp Investment Services 2004 - 2005
UBS November 2001 - May 2004
Skills
Asset Allocation
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
MS, Finance
Manhattan College 1997 — 2001
BS Psychology, BA Religious Studies
Archbishop Molloy High School 1993 — 1997
Fannie Mae September 2015 - Present
Fannie Mae 2007 - September 2015
UBS January 2000 - 2007
Skills
SDLC, Governance, IT Strategy, Risk Management, Management, Business Analysis, Vendor Management, Business Process..., Enterprise Architecture, PMP, Requirements Gathering, Software Project..., Leadership, Process Improvement, Requirements Analysis, PMO, Project Portfolio..., Integration, IT Audit, Visio, Strategic Planning, Disaster Recovery, Change Management, Business Process, Internal Controls, SOX Compliancy, Analysis, IT Management, Risk Assessment, Information Technology, IT Governance
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
Morgan Stanley March 2015 - Present
Citi September 2010 - March 2015
Barclays Capital August 2009 - August 2010
Merrill Lynch August 1999 - April 2009
Societe Generale July 1995 - August 1999
UBS June 1994 - July 1995
Pepsi-Cola June 1992 - June 1994
Skills
Strategy, Trading Systems, Derivatives, Investment Banking, Prime Brokerage, Project Management, Portfolio Management, Asset Management, Financial Risk, Private Equity, Financial Services, Software Development, Sybase, Securities, Valuation, Fixed Income, Microsoft SQL Server, Credit Risk, Web Services, IT Strategy, Risk Management, Databases, Project Planning, Fund Accounting, Collateral Management, SDLC, Java, Management, Asset Managment, Leadership, ETFs, Equities, Low Latency, Vendor Management, C#, Business Analysis, Global Custody, Unix, Enterprise Architecture, Market Data
Education
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA, Computer Information Systems
Deutsche Bank February 2012 - Present
Deutsche Bank February 2010 - February 2012
Deutsche Bank August 2008 - February 2010
Deutsche Bank May 2007 - August 2008
Deustche Bank September 2006 - April 2007
Deutsche Bank June 2005 - July 2006
UBS January 2005 - June 2005
Baruch College May 2004 - October 2004
Skills
Credit Derivatives, Derivatives, Emerging Markets, CDS, Investment Banking, Swaps, Fixed Income, Capital Markets, Middle Office, Bloomberg, Corporate Actions, Electronic Trading, Trading Systems, Trading, Equity Derivatives, Product Control, Buy-side, DCM, CMBS
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
MBA, International Finance
Baruch College 2003 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Investments
Queensborough Community College 2000 — 2003
Associate of Science (A.S.), Computer Information Systems
Thomson Reuters September 2010 - Present
Thomson Reuters May 2007 - September 2010
Reuters January 2006 - May 2007
Sampson Trading March 2001 - November 2005
Morgan Stanley June 2000 - February 2001
UBS September 1998 - May 1999
Skills
Financial Markets, Market Data, Fixed Income, Equities, Bloomberg, Salesforce.com, Relationship Management, Derivatives, Trading, Commodity, Electronic Trading, Hedge Funds, Mutual Funds, Investments, Wealth Management, Bonds, Asset Allocation, Trading Systems, Reference Data, Capital Markets, Financial Services, Options, Investment Banking, Equity Trading, Securities, Portfolio Management, Equity Derivatives, Asset Management, Series 7, Investment Management, Market Risk, Commodity Markets, Business Analysis, Series 63, Leadership, Account Management, Finance, Banking, Training, Siebel, Order Management, Vendor Management, Foreign Exchange, Bloomberg Terminal, Low Latency, Technical Analysis, Credit Derivatives, Alternative Investments, FX trading
Education
Baruch College, City University of New York (CUNY) 1996 — 2001
BA, Finance, General
Lehman Brothers Holdings Inc. February 2012 - Present
UBS June 2010 - November 2011
Bank of America June 2009 - June 2010
Ivy Asset Management December 2007 - June 2009
Banc of America Securities December 2006 - December 2007
UBS Investment Bank September 2004 - December 2006
Merrill Lynch March 2004 - October 2004
Summit Systems February 1999 - March 2004
Skills
Business Analysis, Project Management, Fixed Income, Visio, Quality Assurance, SDLC, User Acceptance Testing, Derivatives, Software Documentation, Microsoft Excel, Management, Business Requirements, Testing, PowerPoint, Business Process, Analysis, Finance, Investments, Agile Methodologies, Projects, Quality Center, Financial Risk, Microsoft Word, SharePoint
Education
State University of New York Maritime College 1997 — 1999
MS, Transportation Management
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Finance & Investments
State University of New York at New Paltz
Business Administration and Management, General
Morgan Stanley December 2011 - Present
Moody's Investors Service May 2010 - December 2011
Goldman Sachs & Co May 2007 - May 2010
Goldman Sachs Asset Management August 2005 - April 2007
UBS Investment Bank October 2003 - April 2005
UBS October 2002 - September 2003
Education
New York University 2006 — 2010
MPA, Public Policy & Finance
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Finance & Investments
UBS March 2005 - Present
UBS Financial Services March 2005 - Present
Union Bank of Switzerland 2005 - Present
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
MBA, Finance and Investments
City University of New York
West LB June 2007 - Present
Deutsche Bank March 2006 - May 2007
UBS 2005 - 2006
Skills
Fixed Income, Equities, Financial Modeling, Bloomberg, Derivatives, Market Risk, Corporate Finance, Financial Analysis, Private Equity, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA, Finance & Investments
University of Mumbai 2001 — 2003
Masters Of Commerce, Accounting
Barclays Capital January 2011 - Present
UBS February 2007 - February 2011
Wachovia June 2006 - February 2007
Bank of America 1999 - 2003
JP Morgan 1997 - 1999
Lehman Brothers 1994 - 1997
Skills
Equities, Derivatives, Hedge Funds, Investment Banking, Fixed Income, Financial Risk, Capital Markets, Risk Management, Operational Risk, Operational Risk..., Financial Analysis, Securities, Financial Modeling, Banking, Equity Derivatives, Middle Office, Enterprise Risk..., Series 7
Education
Suffolk University 2001 — 2003
MBA, Finance
Baruch College, City University of New York (CUNY) 1989 — 1994
BBA, Accountancy
Louis Dreyfus Commodities March 2015 - Present
Avon January 2011 - August 2014
Avon Products Inc. September 2009 - December 2010
GE Corporate Treasury March 2007 - December 2009
UBS 2005 - 2007
UBS 1999 - 2005
Avon 1992 - 1996
Verizon 1991 - 1992
Skills
Vendor Management, Data Modeling, Business Analysis, Data Migration, Project Management, Management, Software Development, Requirements Gathering, Data Analysis, Quality Assurance, Team Leadership, SDLC, Requirements Analysis, IT Management, Software Project...
Education
Baruch College, City University of New York (CUNY)
MBA, Business Administration
University of the West Indies
BSc, Computer Science
The Depository Trust & Clearing Corporation April 2015 - Present
UBS Financial Services January 2014 - April 2015
UBS Financial Services October 2010 - December 2013
UBS Financial Services April 2009 - September 2010
UBS Wealth Management February 2006 - April 2009
UBS April 2005 - February 2006
UBS Investment Bank November 2001 - October 2004
UBS Wealth Management 2000 - 2001
UBS Wealth Management April 1999 - June 2000
UBS Wealth Management February 1997 - April 1999
Skills
Risk Management, Wealth Management, Securities, Fixed Income, Business Continuity, Operational Risk, SSAE16, SOX 404, Banking, Program Management, Operational Risk..., Outsourcing, Financial Services, Business Process..., Capital Markets, Equities, Finance, Financial Risk, Governance, Process Improvement, Due Diligence, Business Analysis, Management, Strategy
Education
Baruch College, City University of New York (CUNY) 1999 — 2000
MS, Finance
Fordham University 1990 — 1993
BA, History & Political Science
UBS Lead AssociateUBS1997 - Present
UBS Investment Bank 1997 - Present
Skills
ITIL, Vendor Management, Business Analysis, Integration, SDLC, Risk Management, Business Continuity, Investment Banking, IT Management, Trading Systems, Data Center, Project Management, User Acceptance Testing, IT Strategy, Disaster Recovery, Active Directory, IT Service Management, Enterprise Architecture, PMO
Education
Baruch College, City University of New York (CUNY) 1986 — 1993
UBS April 2007 - Present
Brown Brothers Harriman June 2006 - April 2007
Goldman Sachs 2005 - 2006
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, FX Options, Swaps, Bonds, Mutual Funds, Securities, Financial Markets, Alternative Investments, Equity Derivatives, Capital Markets, Fund Administration
Education
Baruch College, City University of New York (CUNY) 1999 — 2005
Common Ground Community April 2007 - Present
Common Ground Community September 2003 - April 2007
UBS October 2000 - September 2003
Skills
Human Resources, Benefits Administration, Recruiting, ADP ReportSmith, FMLA, Deferred Compensation, HRIS, HR Policies, Onboarding, Compensation, Labor Relations, Employee Handbooks, HRIS Database Management, Union, Microsoft Excel, PeopleSoft, ADP Payroll, Employee Benefits, New Hire Orientations, Event Planning
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
Bernard M. Baruch College
Bachelor, Business Administration; Human Resource Management
Farleigh Dickinson University
Certificate, Human Resource Management
PHR (HRCI)
Professional, Human Resources
UBS September 2008 - December 2008
Institute of International Education June 2008 - August 2008
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
MBA, Finance and Accounting
GDH Consulting LLC Consultant - Valuations Team / OperationsBlackstone GroupFebruary 2012 - October 2013
Citco Fund Services July 2009 - October 2010
UBS July 2004 - November 2008
Banc of America Securities 1998 - 2004
Morgan Stanley 1997 - 1998
Skills
Fixed Income, Hedge Funds, Equities, Prime Brokerage, Middle Office, Portfolio Management, Swaps, Risk Management, Financial Services, Settlement, Equity Derivatives, Series 7, Options, Trading Systems, Bloomberg, Securities, Settlements, Credit Derivatives, FX, Investment Banking, Mutual Funds, Client Service, Series 63, Corporate Actions, ETFs, Securities Lending, Back Office, Bonds, Operational Risk, Client Service Oriented, Derivatives, FX Options
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Finance and Investments
Financial Industry Regulatory Authority March 2006 - Present
UBS September 1998 - February 2006
Credit Suisse May 1994 - September 1998
Prudential Securities September 1993 - April 1994
Merrill Lynch June 1982 - September 1993
Skills
FINRA, Capital Markets, Securities Regulation, Securities, Financial Services, AML, Equities, Mutual Funds, Risk Management, Series 7, Fraud, Hedge Funds, Due Diligence, Executive Management, SEC, Series 24, Anti Money Laundering, Series 63, Compliance Oversight
Education
City University of New York-Baruch College 1977 — 1981
Bachelor of Business Administration (BBA), Finance and Investments
Nomura Research Institute July 2009 - Present
UBS September 2007 - June 2009
Education
Baruch College, City University of New York (CUNY) 1978 — 1984
Baruch College, City University of New York (CUNY) 1978 — 1984
BBA, Computer Science
Interactive Data Corporation November 2014 - Present
UBS December 2012 - November 2014
Mark Hanson Advisors March 2011 - May 2012
Hayman Capital November 2007 - December 2010
Skills
Structured Finance, Bloomberg, Credit Analysis, Structured Products, MBS, Securitization, ABS, Capital Markets, CMBS, Financial Structuring, Fixed Income, Bonds, Credit, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
MBA, Finance
Florida State University August 2015 - Present
Merrill Lynch January 2009 - August 2015
UBS August 2003 - January 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Social Media, Event Planning, Social Networking, Research, Project Management
Education
Florida State University 2015 — 2019
Doctor of Philosophy (PhD), Marketing
City University of New York-Baruch College 2013 — 2015
Master of Business Administration (MBA), Marketing
New York University 2010 — 2012
Master of Arts (M.A.), Psychology
St. John's University, The Peter J. Tobin College of Business
KCG Holdings, Inc. December 2009 - Present
ING Financial Services March 2006 - December 2009
Deutsche Bank 2003 - 2006
UBS June 2001 - April 2003
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA, Finance
University at Buffalo 1996 — 2000
B.S., Business Administration
Morgan Stanley August 2012 - Present
Merrill Lynch October 2007 - August 2012
UBS 2006 - 2007
Societe Generale 2005 - 2006
Instinet Corporation 2000 - 2004
Skills
Trading Systems, Electronic Trading
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Learning Tree
Bank of America July 2015 - Present
SEP Technology Consulting, LLC March 2013 - July 2015
Bank of America Merrill Lynch August 2011 - November 2012
Bank of America Merrill Lynch April 2008 - August 2011
Bank of America February 2006 - April 2008
Goldman Sachs June 2004 - February 2006
UBS March 2003 - June 2004
Allegheny Energy October 2001 - March 2003
Skills
Credit, Fixed Income, Derivatives, Equities, Trading, Bloomberg, Capital Markets, FX Options, Investment Banking, Credit Derivatives, Portfolio Management, Hedge Funds, Electronic Trading, Equity Derivatives, Financial Modeling, Interest Rate..., Middle Office, Options, Structured Products, Trading Systems
Education
Baruch College 1997 — 2001
Bernard Baruch College
Bachelor of Business Administration, Finance and Investments
Market Axess November 2010 - Present
SigmaCare Inc. September 2009 - August 2010
American Stock Exchange October 2006 - April 2009
FXall July 2005 - September 2006
IFS November 2004 - June 2005
UBS September 2000 - October 2004
Westvaco 1999 - 2000
Skills
Software Quality..., Agile Methodologies, SDLC, Options, Trading Systems, Requirements Analysis, Quality Assurance, Business Analysis, Integration, Test Planning, Unix, User Acceptance Testing
Education
Baruch College, City University of New York (CUNY)
BBA, CIS
Jewish Agency For Israel January 2011 - Present
Logicworks 2006 - 2009
Independent Consulting 2005 - 2006
Joel J Kassimir, MD 2003 - 2005
CCH 2000 - 2003
UBS 1996 - 1999
World Color Press 1992 - 1994
Skills
Employee Relations, Recruiting, Office Management, Performance Management, HRIS, Human Resources, Organizational..., Strategic Planning, Onboarding, Talent Acquisition, Talent Management, Applicant Tracking..., Employee Benefits, Benefits Administration, Organizational..., Training, Personnel Management, Interviews, Sourcing, Coaching, Management
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 1999
MBA, Business Administration and Management, General
Binghamton University 1988 — 1992
Bachelor of Arts (BA), English Language and Literature, General
Bronx High School of Science
UBS Investment Bank March 2013 - Present
UBS February 2004 - Present
Education
City University of New York-Baruch College
Bachelor's degree, Finance, General
Morgan Stanley April 2014 - Present
Federal Reserve Bank of New York July 2013 - March 2014
Morgan Stanley Smith Barney August 2010 - July 2013
UBS August 2003 - August 2010
Equiserve April 2000 - May 2003
Lenmar 2000 - 2003
Isogon 1999 - 2000
Deutsche Bank April 1998 - May 1999
Republic National Bank 1998 - 1998
JP Morgan 1997 - 1998
Skills
Business Analysis, SDLC, Quality Assurance, Quality Center, User Acceptance Testing, Microsoft SQL Server, Software Documentation, Databases, QTP, Agile Methodologies, Regression Testing, Test Strategy, Unix, Project Management, Testing, Cross-functional Team..., PMO, Visio, Test Automation, System Testing, Analysis, Test Planning, Test Management, Software Project..., Oracle, Requirements Analysis, Manual Testing, JIRA, Business Requirements, Requirements Gathering, Test Cases, Web Applications, DB2, Resource Management, Software Quality..., Scrum, SharePoint
Education
City University of New York-Baruch College 1999 — 2003
Bachelor of Science (BS), Computer Science
Universitatea Tehnică a Moldovei
Computer Science
UBS March 2010 - Present
WellPoint April 2006 - February 2010
WellPoint February 2004 - April 2006
WellPoint May 2003 - January 2004
WellPoint May 2002 - April 2003
WellPoint May 2001 - April 2002
Edudex, Inc. July 2000 - April 2001
Goldman Sachs Asset Management November 1998 - June 2000
Skills
Team Management, Process Improvement, Business Process..., Vendor Management, Program Management, ITIL, Project Management, Service Delivery, Incident Management, Release Management, Process design &..., Service Desk Management, Team Building /..., Technology Outsourcing, Resource Management..., Vendor Management and..., Metrics Management, Management Reporting, Risk Management, SDLC, Strategy & Execution, Management, Leadership, Business Analysis, Outsourcing, Resource Management, Governance
Education
City University of New York-Baruch College
MS, Computer Information Systems
Jai Hind College
St. Xavier's High School, Tardeo, Mumbai
University of Mumbai
BE, Production Engg
UBS Research AnalystUBS Investment Bank1994 - Present
Education
Baruch College, City University of New York (CUNY) 1999 — 2000
B.B.A, CIS
Baruch College, City University of New York (CUNY) 1986 — 1989
B.B.A, Finance & Investment
The Depository Trust & Clearing Corporation December 2013 - Present
NASDAQ September 2011 - December 2013
Barclays September 2008 - September 2011
Lehman Brothers August 2006 - September 2008
UBS May 2000 - August 2006
Skills
Security, Risk Assessment, Disaster Recovery, CISA, IT Audit, IT Governance, Business Continuity, Vulnerability Assessment, Security Audits, Infrastructure Security, Application Security, Governance, Information Security..., Information Technology, Internal Controls, Internal Audit, Information Security, Enterprise Risk..., COBIT, SAS70, ISO 27001, Auditing, PCI DSS, Operational Risk..., IT Risk Management, Operational Risk, Sarbanes-Oxley Act, CISSP, Financial Risk, Risk Management, Investment Banking, Business Continuity...
Education
Baruch College, City University of New York (CUNY) 1996 — 2001
BBA, Computer Information Systems
Financial Institutions October 2014 - Present
UBS June 2013 - October 2014
Citi February 2012 - August 2013
Crédit Agricole October 2011 - February 2012
BNP Paribas June 2011 - September 2011
Anthem, Inc. October 2009 - March 2011
Bank of America January 2005 - August 2008
U.S. Trust 1994 - December 2005
Skills
AML, KYC, CIP, Research, OFAC, Credit, Sales Compensation
Education
City University of New York-Baruch College 2000 — 2006
Bachelor of Business Administration (BBA), Finance, General
Citi September 2011 - Present
KBC Financial Products September 2008 - September 2011
UBS July 2007 - September 2008
The Bank of New York July 2001 - August 2007
Societe Generale January 2000 - July 2001
Bankers Trust January 2000 - July 2001
Ernst & Young February 1997 - August 1998
New York Mercantile Exchange July 1996 - February 1997
Skills
Finance, Banking, Mergers & Acquisitions, Analysis, Financial Reporting, Financial Risk, Hedge Funds, Sarbanes-Oxley Act, Auditing, Due Diligence, Management, Securities, Internal Controls, Derivatives, Equities, Internal Audit, Accounting, Financial Services, Credit
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
BBA, Accounting
AIG Royal Alliance 2008 - Present
UBS June 1994 - October 2004
UBS Investment Bank 1994 - 2004
Furman Selz 1992 - 1996
Skills
Equities, Securities, Bloomberg, Wealth Management, Investments, Mutual Funds, Alternative Investments, Asset Managment
Education
Baruch College, City University of New York (CUNY) 1984 — 1988
BA, Finance
Barclays Capital November 2008 - Present
Lehman Brothers January 2007 - Present
Misys Banking Systems December 2004 - December 2006
Toronto Dominion Securities LLC September 2000 - July 2004
Credit Agricole Indosuez July 1999 - September 2000
UBS March 1987 - June 1999
Education
New York Institute of Technology 2003 — 2005
MBA, General
Baruch College, City University of New York (CUNY) 1987 — 1995
BBA, Economics
Credit Suisse April 2007 - Present
UBS January 2006 - May 2007
Credit Suisse January 1999 - February 2001
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
MBA, Finance
United States Merchant Marine Academy 1976 — 1980
BS, Marine Engineering
Johnson & Johnson August 2008 - Present
Verizon 2007 - 2008
Associated Press 2006 - 2007
UBS 2003 - 2005
Standard & Poor's 1998 - 2003
Deloitte & Touche 1997 - 1998
Dean Witter February 1994 - August 1997
Skills
Employee Benefits, Deferred Compensation, Change Management, Vendor Management, Employee Relations, Project Management, Recruiting, Data Analysis, Training, Process Improvement, PeopleSoft, HRIS, Strategy, Performance Management
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
MBA, Industrial Psychology
City University of New York-College of Staten Island 1988 — 1993
BA, Psychology
Central Connecticut State University 1987 — 1988
Psychology
J.P. Morgan July 2008 - Present
UBS July 2001 - July 2008
PaineWebber July 1999 - October 2000
Skills
Financial Analysis, Internal Controls, Financial Reporting, Financial Modeling, Internal Audit, Auditing, Sarbanes-Oxley Act, Accounting, IFRS, Strategic Financial..., Corporate Finance, Risk Management, Financial Risk, Financial Accounting, Enterprise Risk...
Education
Baruch College 1995 — 1999
Bachelor of Business Administration (BBA), Finance
HNTB January 2012 - Present
UBS February 2011 - November 2011
HNTB January 2009 - February 2011
XL Capital March 2001 - September 2008
Josephthal & Company April 1997 - December 2000
Integrated Resources 1985 - 1994
Skills
Risk Management, Analytics, Project Management, Business Analysis, PMO, Business Planning, Financial Reporting, Change Management, IT Management, Finance, Financial Modeling, Vendor Management, IT Strategy, Program Management, Insurance, Project Portfolio...
Education
Baruch College, City University of New York (CUNY) 1983 — 1985
MBA, Management and Finance
Stony Brook University 1977 — 1981
BS, Social Work
CreditSights July 2009 - Present
Chapdelaine Corporate Securities November 2005 - November 2006
Euro Brokers March 2004 - November 2005
ICAP September 2002 - March 2004
UBS August 2001 - September 2002
UBS Paine Webber March 2000 - August 2001
Skills
Finance, Investments, Fixed Income, Equities, Bloomberg, Credit, Bonds, Portfolio Management, Financial Analysis, Financial Statement..., Trading, Capital Markets, Valuation, Investment Banking, Hedge Funds, Financial Modeling, Bloomberg Terminal, FactSet
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance & Investments
College of Charleston
BS, Business Administration
JPMorgan Chase 1998 - Present
Rockland County Times April 2012 - October 2014
UBS 1996 - 1997
Morgan Stanley 1992 - 1996
American Stock Exchange 1985 - 1992
Education
Baruch College 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
Prospect Research Institute 2014 - Present
Baruch College 2014 - Present
31st Avenue Project 2013 - Present
World Animal Protection US 2013 - 2014
Museum of Arts & Design 2012 - 2012
JP Morgan Chase 2010 - 2011
Morgan Stanley 2002 - 2009
UBS 2001 - 2002
Booz Allen Hamilton 1999 - 2001
Skills
Online Research, Competitive Intelligence, Prospect Research, Factiva, Financial Research, Library Research, Business Intelligence, Library Science, Donor Research, Legal Research, Lexis, Thomson One Banker, Thomson One Analytics, Health Research, Databases, Library Instruction, Public Speaking, Library Reference, Pharmaceutical Industry, PACER, Courtlink, Lipper, Raiser's Edge, Non-profits, Foundation Center, SEC Filings -teaching..., Executive Compensation..., TNT Research, Public Speeking, Prospect Research..., Foundation Search, Research
Education
Baruch College, City University of New York (CUNY) 2014 — 2014
Executive Certificate in Fundraising (School of Public Affairs), Fundraising
New York University 1988 — 1992
Certificate in Filmmaking (School of Continuing Education), Film & Video, N/A
Columbia University School of Library Service SLS 1986 — 1987
MS, Librarianship
University of Brighton 1982 — 1985
BA, Library Science
TIAA-CREF October 2011 - Present
Wells Capital Management September 2006 - October 2011
UBS July 1995 - April 2006
Kidder Peabody March 1994 - January 1995
Smith Barney March 1993 - March 1994
Skills
Fixed Income, Equities, Trading, Proposal Writing, Investments, Portfolio Management, Commodity, Mutual Funds, Asset Managment, Bloomberg, Asset Allocation, Investment Strategies, Securities, Commercial Real Estate, Financial Analysis, Marketing, Investment Management
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
MBA, Finance and Investments
Boston University 1988 — 1992
BA, Economics
UBS Investment Bank November 2008 - Present
UBS 2008 - Present
UBS Investment Bank June 2005 - November 2008
UBS Investment Bank September 2001 - June 2005
Arthur Andersen June 1999 - August 2001
Skills
Fixed Income, Investment Management, Credit, Derivatives, Credit Derivatives, Valuation, Trading Systems, Securities, Asset Management, Financial Analysis, Bonds
Education
Baruch College, City University of New York (CUNY)
BS, Accounting
UBS Financial Services, Inc. October 1997 - Present
UBS Wealth Management 1997 - Present
UBS 1997 - 2010
Skills
Securities, Equities, Series 7, Asset Management, FINRA, AML, Outlook, Policy, Series 63, Investments, Financial Analysis, Alternative Investments
Education
Tufts University 1983 — 1987
Bachelor of Arts, Economics
City University of New York-Baruch College - Zicklin School of Business
Master's of Business Administration, HRM/Organizational Behavior
JP Morgan Assistant Vice PresidentJP Morgan ChaseMay 2001 - Present
UBS May 1995 - December 1999
Skills
Fixed Income
Education
Baruch College, City University of New York (CUNY) 1985 — 1987
BBA, Accounting
UBS Investment Bank director--global collateral managementUBS Securities LLC2008 - Present
UBS 1999 - Present
ABN AMRO Bank 2001 - 2006
abn amro 1999 - 2006
AMRO INC 2001 - 2005
morgan stanley 1986 - 1996
Education
Baruch College, City University of New York (CUNY) 1978 — 1983
ba, business management
UBS
Skills
Outlook, Microsoft Office, Visio, PowerPoint, Administrative..., Microsoft Excel, Lotus Notes
Education
Baruch College, City University of New York (CUNY) 2000 — 2007
UBS July 2006 - December 2008
A.G. Edwards & Sons, Inc. August 1992 - July 2006
Education
Baruch College, City University of New York (CUNY) 1976 — 1978
BA, Psychology
Och-Ziff Capital Management August 2007 - Present
Merrill Lynch August 2005 - August 2007
UBS 2004 - 2005
RIPTIDE Trading 2001 - 2004
Rochdale Securities 1997 - 1999
Skills
Trading Systems, Equities, Fixed Income, Investments, SQL, Equity Trading, WPF, C#, Credit Derivatives, Multithreading, Software Development, .NET, Swaps, Hadoop, VBA, VBScript, JScript, Oracle, Transact SQL, Big Data, Hedge Funds, Enterprise Architecture, Cloudera CCD-410..., Unix
Education
Cloudera 2013 — 2013
n/a, Hadoop Developer
Chubb Institute 2000 — 2001
Diploma, Computer Programming
Baruch College
Bachelor of Business Administration (BBA), Finance and Investments, Minor in Computer Applications
Bridgehampton National Bank December 2004 - Present
UBS March 2003 - June 2003
EXPOFRUT PERU SAC March 1998 - July 2001
Jufe SA November 1996 - February 1998
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Commercial Banking, Small Business Lending, Financial Analysis, Mortgage Lending, Finance, Financial Reporting, Lines Of Credit, Financial Accounting, Commercial Mortgages, Customer Service, Construction Loans
Education
Baruch College 2001 — 2004
Bachelors, Finance
Universidad ESAN 1997 — 1998
Graduate of the Specialized Management Program, Corporate Finance
Universidad Nacional Mayor de San Marcos 1992 — 1996
Bachelors, Accounting
MaritzCX March 2010 - Present
UBS Wealth Management April 2005 - April 2009
UBS 2005 - 2009
JPMorgan Chase January 2004 - July 2004
JPMorgan Chase 1999 - 2004
JPMorgan Chase October 1994 - November 1999
Education
The Graduate Center, City University of New York 1984 — 2000
PhD, Industrial/Organizational Psychology
Baruch College, City University of New York (CUNY)
Master of Science, Industrial/Organizational Psychology
Iona College
B.A., Psychology
Barclays Wealth September 2010 - Present
UBS Wealth Management July 2007 - June 2010
UBS 1989 - June 2010
UBS Financial Services Inc. 2000 - 2010
UBS Investment Bank 2000 - 2002
Paine Webber 1998 - 2000
Bankers Trust - Deutsche Bank 1980 - 1998
Banker's Trust Company 1980 - 1998
Bankers Trust Company 1980 - 1989
Skills
Fixed Income, Equities, Trading, Financial Analysis, Middle Office, Portfolio Management, Wealth Management, Trading Systems, Financial Services, Derivatives, Banking, Investment Banking, Bloomberg, Capital Markets, Market Data, Electronic Trading, Back Office, Securities, Sybase, Settlement, Credit Derivatives, Equity Derivatives
Education
Pace University 1986 — 1994
MBA, Information Systems
Baruch College, City University of New York (CUNY) 1973 — 1976
Barclays August 2014 - Present
JPMorgan Chase October 2013 - July 2014
UBS April 2012 - December 2012
Rheem Bell & Mermelstein LLP September 2011 - October 2012
Skills
Legal Research, Legal Writing, Westlaw, Corporate Law, Lexis, Legal Assistance, Courts, Anti Money Laundering, Due Diligence, Financial Risk, Research, Microsoft Office
Education
Fordham University School of Law 2010 — 2013
JD, Banking, Corporate, Finance, and Securities Law
City University of New York-Baruch College 2004 — 2008
BBA, Marketing, 3.8
Self - Employed April 2014 - Present
Apex Capital Management New York June 2010 - July 2010
Credit Suisse October 2000 - October 2007
UBS August 1998 - September 2000
Millennium Partners LP October 1994 - June 1998
Skills
Financial Analysis, Financial Modeling, Investment Banking, Derivatives, Valuation, Equities, Corporate Finance, Fixed Income, Capital Markets, Hedge Funds, Financial Reporting, Banking, FX Options, Private Equity, Investments, Business Valuation, Equity Derivatives, Accounting, Bloomberg, Financial Structuring
Education
City University of New York-Baruch College - Zicklin School of Business 1992 — 1994
MBA, Accounting
Baruch College, City University of New York (CUNY) 1987 — 1990
BBA, Finance
Morgan Stanley September 2014 - Present
Royal Bank of Scotland May 1997 - August 2014
UBS March 1987 - May 1997
KPMG June 1984 - March 1987
Skills
Disaster Recovery, Trading Systems
Education
Baruch College, City University of New York (CUNY) 1987 — 1993
MBA, Finance
University at Albany, SUNY 1980 — 1983
B.S., Accounting, Computer Science
Chan Sui Ki College 1973 — 1978
High School
H&R Block December 2014 - April 2015
UBS August 2012 - April 2014
New York Stock Exchange November 2011 - May 2012
Jefferies August 2009 - April 2011
Deutsche Bank January 2005 - July 2009
Weiss, Peck & Greer January 2000 - January 2005
Dean Witter Reynolds Inc. 2000 - 2000
Lewco Securities Corp January 1994 - December 1999
Skills
Securities, Mutual Funds, Equities, Bloomberg, Derivatives, Fixed Income, Investments, Bonds, Asset Management, Banking, Financial Markets, Financial Services, Risk Management, Analysis, Capital Markets, Portfolio Management, Finance
Education
Baruch College, City University of New York (CUNY) 1996 — 2001
BA, Finance
Baruch College
Bachelors, Finance
Duane Reade June 2007 - Present
UBS September 2006 - December 2006
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance
Morgan Stanley April 1999 - Present
Merrill Lynch January 1997 - January 2000
Greenwich Capital MArkets January 1995 - January 2000
UBS January 1992 - January 1997
Bear Stearns January 1987 - January 1990
Skills
Fixed Income, Databases, FX, Trading, Sybase, Data Warehousing, Trading Systems, Perl, Unix, Derivatives, SQL, Linux, FX Options, Exchange Connectivity, Bloomberg, Bonds, Electronic Trading, Financial Risk, Prime Brokerage, Equity Derivatives, Shell Scripting, Market Data, Interest Rate..., Investment Banking, Low Latency, DB2, Hedge Funds, Software Development, Business Analysis, Capital Markets, Reference Data, Enterprise Architecture, Swaps, Credit, Performance Tuning, Equities, SDLC, Market Risk, VBA, Credit Derivatives, Series 7, Team Building, Financial Markets, Rates, Structured Products, CDS, Equity Trading, Options, Quantitative Finance, Distributed Systems
Education
City University of New York-Baruch College 1978 — 1982
BBA, Business Administration and Management, General
Baruch College
Shinhan Bank America November 2009 - Present
UBS September 2009 - December 2009
College Art Association March 2009 - December 2009
Citigroup Smith Barney January 2009 - May 2009
Hun Gallery January 2009 - March 2009
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
Bachelor, Finance
Bank of New York Mellon January 2008 - Present
UBS October 2007 - December 2007
Industrial and Commercial Bank of China August 2005 - August 2006
Skills
Fund Accounting, Fund Administration, Corporate Actions, Bloomberg, Fund Of Funds, Transfer Agency, Global Custody, Hedge Funds, NAV, Fund Services, Mutual Funds, Bloomberg Terminal, Fixed Income, Financial Analysis, Hedge Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
MS, Accounting
University of Leeds 2003 — 2004
Master of Arts (M.A.), Accounting and Finance
Southwestern University of Finance and Economics 1999 — 2003
Bachelor's degree, Financial management
Colgate Palmolive January 2005 - August 2011
UBS March 1996 - June 2004
Education
Baruch College, City University of New York (CUNY) 2004 — 2005
MS Tax
Pace University - Lubin School of Business 1990 — 1994
Accounting, Accounting
North Shore LIJ Health System April 2007 - Present
UBS March 1997 - February 2002
Skills
Healthcare Information..., SQL, HIPAA, EMR, Crystal Reports, Data Analysis, Visio, HL7, EHR, Informatics
Education
Baruch College
Bachelor of Business Administration (BBA), Computer Science
UBS September 2014 - Present
Brown Brothers Harriman February 2014 - September 2014
UBS AG April 2006 - January 2014
UBS AG - New York B April 2005 - April 2006
CIBC World Markets February 2003 - April 2005
ABN AMRO Bank N.V. September 2002 - December 2003
External Compliance Officer Inc. June 2002 - August 2002
Banco Atlantico Representative office March 2001 - June 2002
Bank Hapoalim February 2000 - March 2001
Citibank NA 1982 - 2000
Skills
AML, Private Banking, Investment Banking, Analysis, OFAC, Financial Risk, FINRA, USA PATRIOT Act, KYC, Capital Markets, Financial Institutions, Internal Controls, Internal Audit, Risk Management, Securities, Operational Risk, Auditing, Regulations, Operational Risk..., Financial Services, Due Diligence, Prime Brokerage, Derivatives, Financial Regulation, Fixed Income, Hedge Funds, FX Options, Equities, Series 7
Education
Baruch College, City University of New York (CUNY)
Management
Saint Peter's University
Undergraduate, Business/Mangement
Refinery 29 January 2011 - Present
Baeble Music January 2010 - Present
Michelle Smoller August 2013 - December 2013
Michelle Smoller August 2013 - December 2013
Michelle Smoller August 2013 - December 2013
BAEBLE MUSIC January 2010 - May 2010
UBS June 2009 - August 2009
La Senza June 2006 - August 2006
Skills
Photography, Social Media, Marketing, Social Networking, Social Media Marketing, Facebook, Event Planning, PowerPoint, Music, Microsoft Office, Music Industry, Microsoft Word, Blogging
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor's degree, Business/Corporate Communications
The Hewitt School 2005 — 2009
University of Miami
Marine Biology; Music Management
Citi July 2014 - Present
Citi July 2012 - July 2014
UBS September 2011 - December 2011
Financial Industry Regulatory Authority (FINRA) June 2011 - August 2011
Solomon R. Guggenheim Museum June 2011 - August 2011
Northwestern Mutual June 2010 - August 2010
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Bachelor’s Degree
HSBC June 2014 - Present
HSBC August 2012 - June 2014
HSBC June 2010 - August 2012
HSBC July 2009 - June 2010
Wall-St Training January 2010 - January 2010
UBS August 2008 - December 2009
HSBC July 2008 - August 2008
Skills
Process Improvement, Emerging Markets, Leadership, Budgets, Competitive Analysis, Business Analysis, Strategy, Analytics, Banking, Executive Reporting, Microsoft Excel, Communication, Credit, Access, Wealth Management
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2009
BBA (Honors), Finance and Investments
Furman University 2012 — 2014
Wall Street Exchange Program 2008 — 2008
First Reserve L.L.C, Private Equity Firm 2008 - 2013
UBS 1996 - 2008
GE Capital 1995 - 1996
Prounis Consulting Group, Professional Services Firm 1990 - 1995
Arthur Andersen 1988 - 1990
Skills
Compensation, Talent Development, Talent Management, HR Strategy, Talent Acquisition, Executive Coaching, Executive Compensation, Deferred Compensation, Personnel Management, Executive Pay, Human Resources, Employee Relations, Strategy, Leadership, Management, Employee Engagement
Education
City University of New York-Baruch College 1991 — 1994
MBA, Management
State University of New York at Albany 1984 — 1988
BS, Accounting
Medical Dynamics February 2014 - Present
HSBC Securities November 2010 - September 2011
UBS January 2010 - August 2010
VITA January 2009 - April 2010
Education
City University of New York-Baruch College 2007 — 2010
BBA, finance, mathematics
UBS December 2014 - Present
UBS March 2010 - November 2014
UBS March 2008 - February 2010
UBS April 2005 - February 2008
UBS July 2000 - March 2005
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Business Analysis, Process Improvement, Analysis, Risk Management, Financial Reporting, Corporate Finance, Forecasting, Banking, Variance Analysis, Financial Services, Equities, Finance, Internal Controls, Business Planning, Budgets, Accounting, Cash Flow, Sarbanes-Oxley Act, Strategy, Management, Leadership, Market Data, Due Diligence, Portfolio Management, Valuation, Capital Markets, Investment Banking, Investments, Mergers & Acquisitions, Derivatives, Wealth Management, Asset Management, Financial Planning
Education
UBS Business Univesity
Green Belt Certification (In progress)
Baruch College, City University of New York (CUNY) 2003 — 2006
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1998 — 2000
BS, Environmental Science
ICICI Prudential Life Insurance Company Limited January 2012 - Present
Novartis December 2009 - November 2011
Medco 2008 - 2009
UBS 2000 - 2007
Skills
SDLC, Quality Assurance, Management, Project Planning, Change Management, Business Analysis, Project Management, Analysis, Business Process, Strategic Planning, Software Project..., Testing
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Information Services
New York University
Computer Science
Resonance Capital Management LLC 2011 - Present
Resonance Capital Management LLC November 2009 - Present
UBS June 1999 - July 2008
Skills
Risk Management, Commodity, Alternative Investments, Corporate Finance, Trading Systems, Trading, Hedge Funds, Derivatives, Options, Investment Banking, FX Options, Equities, Fixed Income, Electronic Trading, Bloomberg, Portfolio Management, Securities, Capital Markets, Financial Markets
Education
New York University 2002 — 2003
Post Graduste Diploma, Financial Risk Management
City University of New York-Baruch College - Zicklin School of Business 1997 — 1999
MBA, International Business Management
University of Ibadan 1986 — 1991
BS, Agricultural Economics
National Energy Services September 2011 - January 2012
General Nutrition Centers, Inc May 2010 - September 2011
UBS January 2010 - May 2010
Avacara January 2010 - May 2010
Vector Marketing June 2009 - January 2010
Skills
Excel, Customer Relations, PowerPoint, Word, Microsoft Office, Customer Service, Research, Access
Education
City University of New York-Brooklyn College 2012 — 2013
Masters, Economic Analysis, 3.857
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Finance
UBS February 2012 - July 2013
Wells Fargo Bank December 2008 - February 2012
Wachovia Bank November 2004 - December 2008
Merrill Lynch 1987 - 2004
Office of the Comptroller of the Currency June 1979 - February 1987
Skills
Credit, Financial Risk, Banking, Counterparty Risk, Derivatives, Financial Institutions, Credit Analysis, Credit Risk
Education
Baruch College 1975 — 1979
Bachelors in Business Administration, Finance
Goodwill of North Georgia December 2011 - Present
Waggoner & Son January 2009 - December 2010
UBS February 1990 - July 2008
Skills
Budgets
Education
Baruch College
BBA, Finance
UBS August 1999 - September 2011
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Securities
Education
Baruch College 1998 — 2001
BBA
Penn State University 1996 — 1998
BBA
New Utrecht High School 1994 — 1998
HSBC July 2014 - Present
Tullett Prebon December 2013 - June 2014
BMO Capital Markets November 2012 - November 2013
BMO Capital Markets September 2012 - October 2012
Morgan Stanley February 2010 - April 2012
UBS June 2008 - September 2008
Skills
Microsoft Office, DTC, Equilend, Sungard, Loanet, Global One, ADP, Postedge/Broadridge, ICI
Education
Baruch College 2006 — 2009
Bachelor's degree, Finance and Investment
Traiana March 2015 - Present
FXDD June 2011 - February 2015
FXDD March 2011 - February 2015
FXDD April 2010 - March 2011
UBS September 2008 - February 2009
Accountax Advisors LTD May 2006 - August 2008
Skills
Financial Analysis, Business Development, Commodity, Currency, Risk Management, FX Options, FX trading, Electronic Trading, Foreign Exchange, Derivatives, Trading Systems, Options, Trading, Financial Markets, Financial Modeling, FX Trading, Finance
Education
Molloy College 2013 — 2015
Master of Business Administration (MBA), Finance, 3.75
Baruch College, City University of New York (CUNY) 2006 — 2009
Bachelor of Science (BS), Finance and Investments
UBS February 2011 - Present
Bank Leumi USA November 1994 - February 2011
Skills
Retirement Planning
Education
Baruch College 1997 — 2000
Master of Business Administration (MBA), Finance
Yeshiva University-Stern College 1992 — 1995
Bachelor's degree, Psychology, Finance Minor
UBS 2009 - 2013
Broadridge Financial 2008 - 2009
Morgan Stanley 2006 - 2008
Analyst roles at Goldman Sachs, HSBC, ETRADE 2000 - 2006
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
Master of Science (M.Sc.) Finance
Macquarie University 1997 — 2000
Bachelors degree in Economics
Florida Department of Health Orange County December 2013 - Present
Florida Department of Health Orange County January 2009 - December 2013
Osceola Board of County Commissioners October 2006 - June 2009
New Beginnings Educational Complex March 2006 - October 2006
United States Postal Service January 2003 - December 2004
United Water January 2002 - December 2002
UBS June 1998 - August 2001
Skills
MCSE 2003, CompTIA A+ Certification, MCSA, Windows 7, Active Directory, Customer Service, Microsoft Office, Network Administration, VMware, Windows Server, Group Policy, Microsoft Certified..., Windows XP, A+ Certified, WSUS, Backup Exec, Software Installation, Troubleshooting, Help Desk Support, Technical Support, Disaster Recovery, Networking, Information Technology, Computer Hardware, Hardware, System Administration, Operating Systems, Training, Program Management, Public Speaking, Software Documentation, Windows, Management, Laptops, Project Management, Event Planning, Virtualization, Visio, Documentation, Databases, Analysis, Leadership, Network Security, Microsoft Exchange, SharePoint
Education
Baruch College 1994 — 1997
Bachelor of Business Administration (B.B.A.), Computer Information Systems
CUNY Hostos Community College 1990 — 1994
Associate of Arts and Sciences (A.A.S.), Data Processing
IGA - Guatemala City, Guatemala 1986 — 1988
High School, Bilingual Secretary
UBS March 2008 - Present
Stifel Financial Corp. (f/k/a Ryan Beck & Co.) December 2002 - February 2008
American Stock Exchange October 2000 - December 2002
Salomon Smith Barney, Inc. March 1998 - October 2000
PaineWebber Inc. May 1995 - March 1998
Education
New York Law School 1991 — 1994
Juris Doctor
Baruch College 1987 — 1991
Bachelor of Business Administration (BBA), Accounting
Citi April 2014 - Present
UBS October 2013 - December 2013
Cape Securities, Inc June 2013 - August 2013
Infostoc, SRL June 2011 - August 2011
Skills
MS Excel, MS Power Point, MS Word, TD Ameritrade -..., GrayBox OpenBook, Internet Research, Price Action Analysis..., FOREX, Industry & Financial..., Data Consolidation and..., Trading
Education
Baruch College
Bachelor of Business Administration (BBA), Finance and Investment
European University
Bachelor degree, Management of International Economic Activity
Standard Chartered Bank August 2000 - Present
UBS July 1991 - July 2000
Skills
FX Options
Education
City University of New York-Baruch College
Bachelor's degree, Finance and Investment
boom! creative development June 2007 - Present
UBS December 2000 - July 2006
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance, General
ProSource Technologies May 2013 - June 2014
Broadridge Financial Solutions January 2012 - November 2012
UBS January 2007 - June 2011
ABN AMRO Bank N.V. March 2006 - November 2006
JPMorgan Chase November 2001 - March 2005
Skills
Account Reconciliation, Brokerage Operations
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
Bachelor of Science (BS), Accounting