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
Peter H. Foley, Jr. Peter H. Foley, Jr.'s UBS Experience February 2013 - Present
Job UBS Complex Director
Industry Financial Services
Experience
UBS February 2013 - Present
Merrill Lynch January 1995 - June 2012
Chase Manhattan Bank August 1991 - December 1994
Skills
Estate Planning, Financial Advisory, Leadership, Series 7, Training, Management, Wealth, Project Planning, Series 63, Wealth Management, Wealth Management..., FINRA, Alternative Investments, Uniform Combined State..., Investments, Series 65
Education
Providence College 1987 — 1991
Bachelor of Arts (B.A.), American/United States Studies/Civilization
UBS February 2013 - Present
Merrill Lynch January 1995 - June 2012
Chase Manhattan Bank August 1991 - December 1994
Skills
Estate Planning, Financial Advisory, Leadership, Series 7, Training, Management, Wealth, Project Planning, Series 63, Wealth Management, Wealth Management..., FINRA, Alternative Investments, Uniform Combined State..., Investments, Series 65
Education
Providence College 1987 — 1991
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Hans Meixelsperger Hans Meixelsperger's UBS Experience May 2012 - August 2013
Job Supply Chain Coop at Greenlee Textron Inc
Industry Mechanical or Industrial Engineering
Experience
Greenlee Textron Inc September 2015 - Present
Greenlee Textron Inc June 2015 - September 2015
FCA Fiat Chrysler Automobiles January 2015 - May 2015
Greenlee Textron Inc August 2014 - December 2014
Kirby Risk May 2014 - August 2014
UBS May 2012 - August 2013
Pedro's Mexican Restaurante May 2011 - August 2012
Yellow Page Control Ltd. May 2011 - August 2012
Self-employed March 2007 - September 2011
Skills
Leadership, Self-driven, Organization, Work Ethic, Works well with a team, Minitab, Matlab, C++ Language, GAMS, Python, PowerPoint, Microsoft Excel, Access, Visual Basic, Data Analysis, AutoCAD, Spanish, Microsoft Office, Microsoft Word
Education
Purdue University 2011 — 2016
Bachelor of Science (B.S.), Industrial Engineering
Madison Edgewood High School 2007 — 2011
GED / High School Diploma
Greenlee Textron Inc September 2015 - Present
Greenlee Textron Inc June 2015 - September 2015
FCA Fiat Chrysler Automobiles January 2015 - May 2015
Greenlee Textron Inc August 2014 - December 2014
Kirby Risk May 2014 - August 2014
UBS May 2012 - August 2013
Pedro's Mexican Restaurante May 2011 - August 2012
Yellow Page Control Ltd. May 2011 - August 2012
Self-employed March 2007 - September 2011
Skills
Leadership, Self-driven, Organization, Work Ethic, Works well with a team, Minitab, Matlab, C++ Language, GAMS, Python, PowerPoint, Microsoft Excel, Access, Visual Basic, Data Analysis, AutoCAD, Spanish, Microsoft Office, Microsoft Word
Education
Purdue University 2011 — 2016
Bachelor of Science (B.S.), Industrial Engineering
Madison Edgewood High School 2007 — 2011
GED / High School Diploma
Victoria Slack's UBS Experience February 2011 - June 2011
Job CEO at Victorious Placement Services
Industry Human Resources
Experience
Victorious Placement Services January 2015 - Present
ADP May 2014 - January 2015
Outsource LLC October 2011 - March 2014
UBS February 2011 - June 2011
Skills
Access Control, Data Center, CCTV, Security, Fire Alarm, Building Automation, Electricians, HVAC, Structured Cabling, Integration, Wireless, IP, Facilities Management, Cabling, Troubleshooting, Alarm Systems, Hardware, Optical Fiber, Software Installation, Networking, Team Building, Fiber Optics, Project Planning, VoIP, Telecommunications, System Design, HVAC Controls, Account Management, Management
Education
City University of New York-Queens College 2007 — 2011
BBA, Corporate Finance
Victorious Placement Services January 2015 - Present
ADP May 2014 - January 2015
Outsource LLC October 2011 - March 2014
UBS February 2011 - June 2011
Skills
Access Control, Data Center, CCTV, Security, Fire Alarm, Building Automation, Electricians, HVAC, Structured Cabling, Integration, Wireless, IP, Facilities Management, Cabling, Troubleshooting, Alarm Systems, Hardware, Optical Fiber, Software Installation, Networking, Team Building, Fiber Optics, Project Planning, VoIP, Telecommunications, System Design, HVAC Controls, Account Management, Management
Education
City University of New York-Queens College 2007 — 2011
BBA, Corporate Finance
Brian Duke Brian Duke's UBS Experience May 2014 - Present
Job Director, UBS AgriVest
Industry Financial Services
Experience
UBS May 2014 - Present
The Northern Trust Company June 1996 - May 2014
Skills
Farm Management, Timber, Citrus, Livestock, Real Estate Transactions, Farmland, Farms, Agriculture, Agribusiness, Agricultural Economics, Team Leadership, Asset Allocation, Asset Managment, Risk Management, Team Building, Commodity, Banking, Financial Analysis, Fixed Income, Trust Services, Investments, Asset Management, Economics, Environmental Compliance, Environmental Awareness, Environmental Impact..., Real Estate, Investment Management, Portfolio Management, High Net Worth..., Wealth Management, Investment Strategies, Estate Planning
Education
Purdue University 1994 — 1996
Bachelor of Science (BS), Agricultural Economics
Vincennes University 1992 — 1994
Associate of Science (A.S.), Agriculture, General
UBS May 2014 - Present
The Northern Trust Company June 1996 - May 2014
Skills
Farm Management, Timber, Citrus, Livestock, Real Estate Transactions, Farmland, Farms, Agriculture, Agribusiness, Agricultural Economics, Team Leadership, Asset Allocation, Asset Managment, Risk Management, Team Building, Commodity, Banking, Financial Analysis, Fixed Income, Trust Services, Investments, Asset Management, Economics, Environmental Compliance, Environmental Awareness, Environmental Impact..., Real Estate, Investment Management, Portfolio Management, High Net Worth..., Wealth Management, Investment Strategies, Estate Planning
Education
Purdue University 1994 — 1996
Bachelor of Science (BS), Agricultural Economics
Vincennes University 1992 — 1994
Associate of Science (A.S.), Agriculture, General
Johnny (Yu Lin) Chen's UBS Experience June 2014 - June 2014
Job Chairman & Chief Executive Officer at Epsilon Financial LLC
Industry Financial Services
Experience
Epsilon Financial LLC November 2014 - Present
Oracle Capital LLC September 2014 - Present
First Steamship Group May 2014 - August 2014
UBS June 2014 - June 2014
Money Economics March 2014 - June 2014
Purdue University Marketing and Media January 2014 - May 2014
Readyforce January 2014 - March 2014
T. Stamp International Co., Ltd June 2011 - June 2013
Skills
Management, Data Analysis, Research, Public Speaking, Marketing, Financial Modeling, Business Development, Risk Management, Bloomberg, Communication, Leadership, Social Media
Education
Purdue University 2013 — 2016
Bachelor of Science (B.S.), Major in Finance
Purdue University - Krannert School of Management 2013 — 2016
Bachelor of Science (B.S.), Finance
Lynbrook High School 2009 — 2013
High School Diploma
Epsilon Financial LLC November 2014 - Present
Oracle Capital LLC September 2014 - Present
First Steamship Group May 2014 - August 2014
UBS June 2014 - June 2014
Money Economics March 2014 - June 2014
Purdue University Marketing and Media January 2014 - May 2014
Readyforce January 2014 - March 2014
T. Stamp International Co., Ltd June 2011 - June 2013
Skills
Management, Data Analysis, Research, Public Speaking, Marketing, Financial Modeling, Business Development, Risk Management, Bloomberg, Communication, Leadership, Social Media
Education
Purdue University 2013 — 2016
Bachelor of Science (B.S.), Major in Finance
Purdue University - Krannert School of Management 2013 — 2016
Bachelor of Science (B.S.), Finance
Lynbrook High School 2009 — 2013
High School Diploma
Corinne Yeates Corinne Yeates's UBS Experience July 2009 - May 2011
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
UBS Wealth Management May 2011 - June 2013
UBS July 2009 - May 2011
PSE&G June 2006 - August 2007
Skills
Wealth Management, MS Project, Six Sigma, Microsoft Excel, Management, Equities, Series 7, PowerPoint, Fixed Income, Financial Analysis, Project Management, Event Planning, Microsoft Word
Education
Providence College 2005 — 2009
Bachelor of Science, Finance
JPMorgan Chase June 2013 - Present
UBS Wealth Management May 2011 - June 2013
UBS July 2009 - May 2011
PSE&G June 2006 - August 2007
Skills
Wealth Management, MS Project, Six Sigma, Microsoft Excel, Management, Equities, Series 7, PowerPoint, Fixed Income, Financial Analysis, Project Management, Event Planning, Microsoft Word
Education
Providence College 2005 — 2009
Bachelor of Science, Finance
Timothy Bruns's UBS Experience September 2011 - December 2011
Job Analyst at CRT Capital Group
Industry Financial Services
Experience
CRT Capital Group July 2013 - Present
Nestlé Waters North America June 2012 - August 2012
Westport Capital Markets December 2011 - January 2012
UBS September 2011 - December 2011
Skills
Financial Analysis, Series 7, Financial Modeling, Microsoft Excel, Bloomberg, Microsoft Office, Finance, Microsoft Word, Financial Reporting, Capital Markets, PowerPoint, Sales, Leadership, Event Planning, Public Speaking
Education
Providence College 2009 — 2013
Bachelor of Arts (B.A.), Business/Managerial Economics; Finance
Providence College 2009 — 2013
Bachelor of Arts (B.A.), Business Economics and Finance
CRT Capital Group July 2013 - Present
Nestlé Waters North America June 2012 - August 2012
Westport Capital Markets December 2011 - January 2012
UBS September 2011 - December 2011
Skills
Financial Analysis, Series 7, Financial Modeling, Microsoft Excel, Bloomberg, Microsoft Office, Finance, Microsoft Word, Financial Reporting, Capital Markets, PowerPoint, Sales, Leadership, Event Planning, Public Speaking
Education
Providence College 2009 — 2013
Bachelor of Arts (B.A.), Business/Managerial Economics; Finance
Providence College 2009 — 2013
Bachelor of Arts (B.A.), Business Economics and Finance
Siddharth Dandekar Siddharth Dandekar's UBS Experience June 2015 - August 2015
Job Graduate Research Fellow | Equity Research Summer Associate
Industry Financial Services
Experience
NYU Stern School of Business September 2015 - Present
UBS June 2015 - August 2015
Culmen Capital Management LLC March 2015 - May 2015
HDFC Bank October 2013 - May 2014
HDFC Bank September 2011 - September 2013
Smart Tuition March 2009 - June 2011
Active Health Management July 2008 - January 2009
KPMG May 2007 - August 2007
Camlin Ltd. June 2006 - July 2006
Skills
Equity Research, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Mergers & Acquisitions, Investment Banking, Private Equity, Equities, Bloomberg, Bloomberg Terminal, Microsoft Excel, Project Finance, Venture Capital, Management, Investment Management, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Purdue University 2006 — 2007
Master's, Industrial Engineering
BSS
ICSE
NYU Stern School of Business September 2015 - Present
UBS June 2015 - August 2015
Culmen Capital Management LLC March 2015 - May 2015
HDFC Bank October 2013 - May 2014
HDFC Bank September 2011 - September 2013
Smart Tuition March 2009 - June 2011
Active Health Management July 2008 - January 2009
KPMG May 2007 - August 2007
Camlin Ltd. June 2006 - July 2006
Skills
Equity Research, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Mergers & Acquisitions, Investment Banking, Private Equity, Equities, Bloomberg, Bloomberg Terminal, Microsoft Excel, Project Finance, Venture Capital, Management, Investment Management, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Purdue University 2006 — 2007
Master's, Industrial Engineering
BSS
ICSE
Allison (Bock) Hanley's UBS Experience May 2013 - September 2013
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
UBS May 2013 - September 2013
Merrill Lynch August 2011 - April 2013
JP Morgan Chase November 2010 - August 2011
Ameriprise Financial Services, Inc. January 2010 - December 2010
Ameriprise Financial Services, Inc. April 2007 - December 2009
Aldine ISD August 2005 - April 2007
Tippecanoe County Government June 2002 - January 2004
Skills
Series 7, Microsoft Excel, Customer Service, Sales, Retirement, Finance, Microsoft Word, Investments, Management, Risk Management
Education
Purdue University 1998 — 2002
BA
Merrill Lynch September 2013 - Present
UBS May 2013 - September 2013
Merrill Lynch August 2011 - April 2013
JP Morgan Chase November 2010 - August 2011
Ameriprise Financial Services, Inc. January 2010 - December 2010
Ameriprise Financial Services, Inc. April 2007 - December 2009
Aldine ISD August 2005 - April 2007
Tippecanoe County Government June 2002 - January 2004
Skills
Series 7, Microsoft Excel, Customer Service, Sales, Retirement, Finance, Microsoft Word, Investments, Management, Risk Management
Education
Purdue University 1998 — 2002
BA
Nicholas Tamura's UBS Experience June 2009 - September 2009
Job Product Specialist at PaperG
Industry Marketing and Advertising
Experience
PaperG November 2014 - Present
NetApp June 2013 - August 2014
NetApp June 2012 - June 2013
Santa Clara University September 2010 - May 2012
UBS June 2009 - September 2009
Skills
Access, Microsoft Office, Photoshop, Microsoft Word, Integrated Marketing, Social Media, InDesign, Accounting, Editing, Jive SBS, HTML, Content Marketing, Salesforce.com, KPI Dashboards, Agency Coordination, Global Communications, IT Procurement, SaaS
Education
University of California, Berkeley 2014 — 2015
Certificate Program in Project Management
Santa Clara University - Leavey School of Business 2009 — 2013
B.S., Marketing, Management Information Systems
Punahou School 1995 — 2009
High School Diploma
PaperG November 2014 - Present
NetApp June 2013 - August 2014
NetApp June 2012 - June 2013
Santa Clara University September 2010 - May 2012
UBS June 2009 - September 2009
Skills
Access, Microsoft Office, Photoshop, Microsoft Word, Integrated Marketing, Social Media, InDesign, Accounting, Editing, Jive SBS, HTML, Content Marketing, Salesforce.com, KPI Dashboards, Agency Coordination, Global Communications, IT Procurement, SaaS
Education
University of California, Berkeley 2014 — 2015
Certificate Program in Project Management
Santa Clara University - Leavey School of Business 2009 — 2013
B.S., Marketing, Management Information Systems
Punahou School 1995 — 2009
High School Diploma
Kevin Hebner's UBS Experience March 1996 - February 1999
Job Senior FX Strategist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2010 - Present
Third Wave Gloval Investors March 2006 - November 2010
Credit Suisse Asset Management February 1999 - September 2004
UBS March 1996 - February 1999
Bank of Japan 1995 - 1996
Skills
Equities, Hedge Funds, FX Options, Global Macro, Financial Modeling, Investment Banking, Portfolio Management, Fixed Income, Valuation, Investments, Capital Markets, Derivatives, Financial Services, Asset Management, Financial Analysis
Education
Queen's University
Doctor of Philosophy (PhD), Financial Economics
J.P. Morgan November 2010 - Present
Third Wave Gloval Investors March 2006 - November 2010
Credit Suisse Asset Management February 1999 - September 2004
UBS March 1996 - February 1999
Bank of Japan 1995 - 1996
Skills
Equities, Hedge Funds, FX Options, Global Macro, Financial Modeling, Investment Banking, Portfolio Management, Fixed Income, Valuation, Investments, Capital Markets, Derivatives, Financial Services, Asset Management, Financial Analysis
Education
Queen's University
Doctor of Philosophy (PhD), Financial Economics
Jennifer Bronowski's UBS Experience January 2011 - June 2015
Job at Victory Park Capital Advisors
Industry Financial Services
Experience
Victory Park Capital Advisors June 2015 - Present
UBS January 2011 - June 2015
Transwestern Investment Company October 2006 - January 2011
Sinetex, Inc. (Sporting Goods Manufacturer) August 2005 - June 2006
Kohl's Department Stores June 2004 - August 2005
Kohl's Department Stores June 2003 - August 2003
Skills
Management, Leadership, Sales, Marketing Strategy, Strategic Planning, Marketing, Customer Service, PowerPoint, Editing, Negotiation, Calendars
Education
Purdue University 2000 — 2004
Bachelor of Science (BS), Retail Management
Purdue University 2000 — 2004
Bachelor of Science (B.S.)
Victory Park Capital Advisors June 2015 - Present
UBS January 2011 - June 2015
Transwestern Investment Company October 2006 - January 2011
Sinetex, Inc. (Sporting Goods Manufacturer) August 2005 - June 2006
Kohl's Department Stores June 2004 - August 2005
Kohl's Department Stores June 2003 - August 2003
Skills
Management, Leadership, Sales, Marketing Strategy, Strategic Planning, Marketing, Customer Service, PowerPoint, Editing, Negotiation, Calendars
Education
Purdue University 2000 — 2004
Bachelor of Science (BS), Retail Management
Purdue University 2000 — 2004
Bachelor of Science (B.S.)
Keith Ahearn Keith Ahearn's UBS Experience 2000 - 2004
Job IT analyst experienced in mainframe technologies, SDLC andUAT in various industries.
Industry Information Technology and Services
Experience
Avon 2010 - 2014
Avon 2007 - 2010
UBS Financial Services 2004 - 2007
UBS 2000 - 2004
Skills
Mainframe, JCL, DB2, COBOL, Databases, Remedy, Production Support, User Acceptance Testing, System Requirements, SDLC, VSAM, Business Requirements, Business Analysis, CICS, Stored Procedures, Incident Management, Lotus Notes, Analysis, Requirements Analysis, Business Process, Project Plans, Disaster Recovery, Visio, TSO, SQL, Visual Basic, Systems Analysis, Quality Assurance, FTP, Software Project..., Solution Architecture, BMC Remedy, IBM Mainframe, Oracle, VBScript, Testing, Visual Studio, Windows XP, Relational Databases
Education
Queensborough Community College
Business Administration and Management, General
The Chubb Institute
Certificate, Computer Programming
Thomas A. Edison, HS
Avon 2010 - 2014
Avon 2007 - 2010
UBS Financial Services 2004 - 2007
UBS 2000 - 2004
Skills
Mainframe, JCL, DB2, COBOL, Databases, Remedy, Production Support, User Acceptance Testing, System Requirements, SDLC, VSAM, Business Requirements, Business Analysis, CICS, Stored Procedures, Incident Management, Lotus Notes, Analysis, Requirements Analysis, Business Process, Project Plans, Disaster Recovery, Visio, TSO, SQL, Visual Basic, Systems Analysis, Quality Assurance, FTP, Software Project..., Solution Architecture, BMC Remedy, IBM Mainframe, Oracle, VBScript, Testing, Visual Studio, Windows XP, Relational Databases
Education
Queensborough Community College
Business Administration and Management, General
The Chubb Institute
Certificate, Computer Programming
Thomas A. Edison, HS
Basil George Basil George's UBS Experience February 2014 - September 2014
Job Financial Services Professional
Industry Financial Services
Experience
Santander Consumer USA Inc. September 2014 - Present
UBS February 2014 - September 2014
Ally Financial Inc. May 2011 - January 2014
Barclays Capital September 2008 - May 2011
Lehman Brothers September 2007 - September 2008
Skills
Market Risk, Credit Risk, VAR, Basel I, Basel II, CaliberRM, Clarity, Risk Management, Business Process..., Change Management, Business Process Design, Sybase, Business Analysis, Stress Testing, Options, Derivatives, Equities, Financial Risk, Fixed Income
Education
Purdue University 2005 — 2007
MS, Computer Science
University of Bridgeport 2001 — 2004
BSc, Computer Science
Santander Consumer USA Inc. September 2014 - Present
UBS February 2014 - September 2014
Ally Financial Inc. May 2011 - January 2014
Barclays Capital September 2008 - May 2011
Lehman Brothers September 2007 - September 2008
Skills
Market Risk, Credit Risk, VAR, Basel I, Basel II, CaliberRM, Clarity, Risk Management, Business Process..., Change Management, Business Process Design, Sybase, Business Analysis, Stress Testing, Options, Derivatives, Equities, Financial Risk, Fixed Income
Education
Purdue University 2005 — 2007
MS, Computer Science
University of Bridgeport 2001 — 2004
BSc, Computer Science
Cliff Allen's UBS Experience October 1983 - Present
Job Vice PresidentInvestments at UBS Financial Services
Industry Financial Services
Experience
UBS October 1983 - Present
AT&T January 1979 - October 1983
Skills
Series 7, Investments, Wealth Management, Asset Allocation, Investment Strategies, Strategic Planning, Loans
Education
Purdue University 1972 — 1976
Bachelor of Science (B.S.), Business Administration and Management, General
UBS October 1983 - Present
AT&T January 1979 - October 1983
Skills
Series 7, Investments, Wealth Management, Asset Allocation, Investment Strategies, Strategic Planning, Loans
Education
Purdue University 1972 — 1976
Bachelor of Science (B.S.), Business Administration and Management, General
Paul Platek Paul Platek's UBS Experience May 2010 - Present
Job Financial Advisor, CFP®, CRPC® at UBS Financial Services
Industry Financial Services
Experience
UBS May 2010 - Present
Merrill Lynch March 2000 - May 2010
Skills
Retirement Planning, Estate Planning, Finance, Retirement, Certified Financial..., Wealth Management, Small Business, Investments, Personal Finance, Strategic Financial..., Financial Goals, Strategic Planning, Portfolio Management
Education
Queens College
Bachelor's degree, Economics
St. John's University
Master of Business Administration (M.B.A.), Finance, General
UBS May 2010 - Present
Merrill Lynch March 2000 - May 2010
Skills
Retirement Planning, Estate Planning, Finance, Retirement, Certified Financial..., Wealth Management, Small Business, Investments, Personal Finance, Strategic Financial..., Financial Goals, Strategic Planning, Portfolio Management
Education
Queens College
Bachelor's degree, Economics
St. John's University
Master of Business Administration (M.B.A.), Finance, General
Larry McDonald, CPRC®'s UBS Experience June 1991 - June 2006
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2006 - Present
UBS June 1991 - June 2006
Education
Purdue University 1963 — 1968
B. S., Civil Engineering
Wells Fargo Advisors, LLC June 2006 - Present
UBS June 1991 - June 2006
Education
Purdue University 1963 — 1968
B. S., Civil Engineering
Rosi Alvarado Bodnar's UBS Experience April 2005 - July 2011
Job Chief of Staff, GSO at Linkedin
Industry Internet
Experience
LinkedIn February 2015 - Present
LinkedIn May 2012 - January 2015
Evraz Inc NA July 2011 - May 2012
UBS April 2005 - July 2011
International Academy of Design and Technology October 2003 - April 2005
Carmax Auto Superstores August 2002 - September 2003
Skills
Outlook, PowerPoint, Microsoft Excel, Customer Service, Time Management, Management, Research, Employee Relations, Microsoft Word, Project Management, Visio, SharePoint, Office Administration, Travel Planning, inside sales, Event Planning, Oracle Applications, LinkedIn, Team Building, Assisting Executives, Coordination, Organization, Problem Solving, Leadership, Office Management, Process Scheduler, Teamwork, Social Networking, Administrative..., Salesforce.com, Business Development, Human Resources, Lotus Notes, Marketing, Interviews, Hiring, Team Leadership, CRM
Education
Purdue University
Bachelor of Science, Marketing Management
LinkedIn February 2015 - Present
LinkedIn May 2012 - January 2015
Evraz Inc NA July 2011 - May 2012
UBS April 2005 - July 2011
International Academy of Design and Technology October 2003 - April 2005
Carmax Auto Superstores August 2002 - September 2003
Skills
Outlook, PowerPoint, Microsoft Excel, Customer Service, Time Management, Management, Research, Employee Relations, Microsoft Word, Project Management, Visio, SharePoint, Office Administration, Travel Planning, inside sales, Event Planning, Oracle Applications, LinkedIn, Team Building, Assisting Executives, Coordination, Organization, Problem Solving, Leadership, Office Management, Process Scheduler, Teamwork, Social Networking, Administrative..., Salesforce.com, Business Development, Human Resources, Lotus Notes, Marketing, Interviews, Hiring, Team Leadership, CRM
Education
Purdue University
Bachelor of Science, Marketing Management
Sarah Kahn's UBS Experience January 2010 - January 2011
Job Research Assistant at Standard and Poors
Industry Information Services
Experience
Standard and Poors July 2015 - Present
IBISWorld June 2013 - June 2015
Morgan Stanley May 2012 - May 2013
Queens College February 2010 - April 2011
UBS January 2010 - January 2011
Skills
English, French, Hebrew, Russian, Microsoft Office, Outlook, Stata, Access, SPSS, Microsoft Excel, Research, Public Speaking, PowerPoint, Microsoft Word, Analysis, Social Media, Data Analysis
Education
Queens College 2008 — 2011
Bachelor's degree, Economics
Standard and Poors July 2015 - Present
IBISWorld June 2013 - June 2015
Morgan Stanley May 2012 - May 2013
Queens College February 2010 - April 2011
UBS January 2010 - January 2011
Skills
English, French, Hebrew, Russian, Microsoft Office, Outlook, Stata, Access, SPSS, Microsoft Excel, Research, Public Speaking, PowerPoint, Microsoft Word, Analysis, Social Media, Data Analysis
Education
Queens College 2008 — 2011
Bachelor's degree, Economics
David Hanslip David Hanslip's UBS Experience February 2002 - Present
Job Chief Financial Officer at UBS Canada
Industry Banking
Experience
UBS February 2002 - Present
Enron Canada October 2000 - February 2002
PwC September 1995 - October 2000
Skills
Finance, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Auditing, Risk Management, Internal Controls, IFRS, Financial Modeling
Education
The University of Calgary 1992 — 1995
Bachelor of Commerce (BCom), Accounting
Queen's University 1988 — 1992
Bachelor of Arts (B.A.), Life Sciences
UBS February 2002 - Present
Enron Canada October 2000 - February 2002
PwC September 1995 - October 2000
Skills
Finance, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Auditing, Risk Management, Internal Controls, IFRS, Financial Modeling
Education
The University of Calgary 1992 — 1995
Bachelor of Commerce (BCom), Accounting
Queen's University 1988 — 1992
Bachelor of Arts (B.A.), Life Sciences
Vivek Adlakha Vivek Adlakha's UBS Experience January 2007 - June 2008
Job Partner and Principal Consultant
Industry Information Technology and Services
Experience
Datalenz October 2014 - Present
ADP March 2010 - September 2014
Sapient July 2008 - February 2010
UBS January 2007 - June 2008
Citigroup July 2005 - January 2007
JP Morgan Chase February 2004 - June 2005
BNY Mellon January 2001 - January 2004
Reliance Industries Limited 1995 - August 1997
Skills
System Architecture, Banking, Analytics, Project Management, Business Process, Fixed Income, Business Intelligence, SOA, Leadership, Enterprise Architecture, Financial Services, Vendor Management, SDLC, Management, Agile Methodologies, Business Analysis, Integration, Software Project..., Requirements Analysis
Education
University of Cincinnati 1997 — 1999
Master's Degree, Engineering
Punjab Engineering College 1991 — 1995
Bachelor of Engineering, Engineering
DAV College Chandigarh 1989 — 1991
High School
Convent of Jesus and Mary 1980 — 1989
Middle School
Datalenz October 2014 - Present
ADP March 2010 - September 2014
Sapient July 2008 - February 2010
UBS January 2007 - June 2008
Citigroup July 2005 - January 2007
JP Morgan Chase February 2004 - June 2005
BNY Mellon January 2001 - January 2004
Reliance Industries Limited 1995 - August 1997
Skills
System Architecture, Banking, Analytics, Project Management, Business Process, Fixed Income, Business Intelligence, SOA, Leadership, Enterprise Architecture, Financial Services, Vendor Management, SDLC, Management, Agile Methodologies, Business Analysis, Integration, Software Project..., Requirements Analysis
Education
University of Cincinnati 1997 — 1999
Master's Degree, Engineering
Punjab Engineering College 1991 — 1995
Bachelor of Engineering, Engineering
DAV College Chandigarh 1989 — 1991
High School
Convent of Jesus and Mary 1980 — 1989
Middle School
Joe Sabatello Joe Sabatello's UBS Experience March 1989 - Present
Job database administrator at UBS
Industry Financial Services
Experience
UBS March 1989 - Present
UBS Wealth Management 1989 - Present
J.P. Morgan June 1983 - March 1989
Skills
Wealth Management, Securities, SQL, Fixed Income, Project Management, Change Management, Portfolio Management, Equities, Asset Management, Process Improvement, Business Analysis, Risk Management, Vendor Management, Financial Modeling, Financial Services, Investments, Financial Analysis, SDLC
Education
Queens College
Scalan
UBS March 1989 - Present
UBS Wealth Management 1989 - Present
J.P. Morgan June 1983 - March 1989
Skills
Wealth Management, Securities, SQL, Fixed Income, Project Management, Change Management, Portfolio Management, Equities, Asset Management, Process Improvement, Business Analysis, Risk Management, Vendor Management, Financial Modeling, Financial Services, Investments, Financial Analysis, SDLC
Education
Queens College
Scalan
Allen Rohl Allen Rohl's UBS Experience January 2006 - June 2008
Job Freelance Copywriter, Technical Writer, Technology Marketer and Information Systems Engineer
Industry Information Technology and Services
Experience
Rohl Copywriting January 2012 - Present
Russell Reynolds Associates June 2008 - Present
UBS January 2006 - June 2008
UBS Investment Bank 2006 - 2008
Eclipsys January 2005 - January 2006
HCL Perot Systems 2002 - 2005
Skills
Copywriting, Technical Writing, Public Speaking, Active Directory, White Papers, Case Studies, Technical Manuals, B2C marketing, B2B Marketing, Web Content, WDS, SCCM, Windows Server, Powershell, Installshield Admin..., Application Packaging, MDT, Applications Delivery, Vendor Management, Windows 7
Education
Queens College 1993 — 1996
BA
Rohl Copywriting January 2012 - Present
Russell Reynolds Associates June 2008 - Present
UBS January 2006 - June 2008
UBS Investment Bank 2006 - 2008
Eclipsys January 2005 - January 2006
HCL Perot Systems 2002 - 2005
Skills
Copywriting, Technical Writing, Public Speaking, Active Directory, White Papers, Case Studies, Technical Manuals, B2C marketing, B2B Marketing, Web Content, WDS, SCCM, Windows Server, Powershell, Installshield Admin..., Application Packaging, MDT, Applications Delivery, Vendor Management, Windows 7
Education
Queens College 1993 — 1996
BA
James Alex's UBS Experience 2001 - November 2009
Job Financial Services Representative, Investment Adviser Representative at Metlife
Industry Financial Services
Experience
Blue Ocean Wealth Solutions, an Office of MetLife, part of the MetLife Premier Client Group October 2010 - Present
MetLife 2010 - 2013
UBS 2001 - November 2009
Skills
Vendor Management, Financial Services, Leadership, Investments, Management, Insurance
Education
Stevens Institute of Technology 2002 — 2006
MS Information Systems, Information Management
Queens College 1997 — 2000
BS, Computer Science
High school
Blue Ocean Wealth Solutions, an Office of MetLife, part of the MetLife Premier Client Group October 2010 - Present
MetLife 2010 - 2013
UBS 2001 - November 2009
Skills
Vendor Management, Financial Services, Leadership, Investments, Management, Insurance
Education
Stevens Institute of Technology 2002 — 2006
MS Information Systems, Information Management
Queens College 1997 — 2000
BS, Computer Science
High school
Brad Bartee Brad Bartee's UBS Experience January 1997 - May 1998
Job Senior Sales and Account Manager
Industry Medical Devices
Experience
DRIVE Medical Consulting & Communications September 2011 - Present
sanofi-aventis September 2006 - January 2011
Johnson & Johnson March 2003 - September 2006
GE May 1998 - March 2003
UBS January 1997 - May 1998
Galbreath Inc. May 1995 - January 1997
Skills
Six Sigma, Black Belt, Account Management, Pharmaceutical Industry, Sales Management, Urology, Product Launch, Strategy, Marketing Strategy, Sales, Manufacturing, Analytics, Selling, Business Development, Management, Business Strategy, Project Management, Marketing, Leadership, Selling Skills, Cross-functional Team..., New Business Development, Training, Sales Operations
Education
Purdue University 1990 — 1995
BS, Financial Planning / Consumer Affairs
Taylor University 2005 — 2007
MBA, Strategic Decision Making & Entreupenurship
DRIVE Medical Consulting & Communications September 2011 - Present
sanofi-aventis September 2006 - January 2011
Johnson & Johnson March 2003 - September 2006
GE May 1998 - March 2003
UBS January 1997 - May 1998
Galbreath Inc. May 1995 - January 1997
Skills
Six Sigma, Black Belt, Account Management, Pharmaceutical Industry, Sales Management, Urology, Product Launch, Strategy, Marketing Strategy, Sales, Manufacturing, Analytics, Selling, Business Development, Management, Business Strategy, Project Management, Marketing, Leadership, Selling Skills, Cross-functional Team..., New Business Development, Training, Sales Operations
Education
Purdue University 1990 — 1995
BS, Financial Planning / Consumer Affairs
Taylor University 2005 — 2007
MBA, Strategic Decision Making & Entreupenurship
Greg Rusnak's UBS Experience March 1986 - January 2002
Job Senior Financial AdvisorUpstream Investment Partners,LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC January 2011 - Present
Ameriprise Financial February 2008 - January 2011
R.W. Baird Inc. January 2002 - February 2008
UBS March 1986 - January 2002
Education
Purdue University Calumet 1975 — 1979
Finance /Mgmt, Economics
Upstream Investment Partners, LLC January 2011 - Present
Ameriprise Financial February 2008 - January 2011
R.W. Baird Inc. January 2002 - February 2008
UBS March 1986 - January 2002
Education
Purdue University Calumet 1975 — 1979
Finance /Mgmt, Economics
Daniel Connor Daniel Connor's UBS Experience August 1994 - January 2001
Job Managing Director, Head of US Operations, Sia Partners
Industry Management Consulting
Experience
Sia Partners March 2010 - Present
Sia Partners 2011 - 2015
Sia Partners 2011 - 2015
Sia Partners 2011 - 2015
UBS Global Asset Management August 1994 - March 2010
UBS Global Asset Management September 2005 - March 2008
UBS Global Asset Management January 2001 - September 2005
UBS August 1994 - January 2001
JP Morgan 1992 - 1994
Ernst & Young 1989 - 1991
Education
The George Washington University - School of Business 1978 — 1980
MBA, Accounting Concentration
Queen's University
BA, Economics & Biology
Bethesda Chevy Chase High School
Bethesda Chevy Chase High School
Sia Partners March 2010 - Present
Sia Partners 2011 - 2015
Sia Partners 2011 - 2015
Sia Partners 2011 - 2015
UBS Global Asset Management August 1994 - March 2010
UBS Global Asset Management September 2005 - March 2008
UBS Global Asset Management January 2001 - September 2005
UBS August 1994 - January 2001
JP Morgan 1992 - 1994
Ernst & Young 1989 - 1991
Education
The George Washington University - School of Business 1978 — 1980
MBA, Accounting Concentration
Queen's University
BA, Economics & Biology
Bethesda Chevy Chase High School
Bethesda Chevy Chase High School
Scarlett Crockatt's UBS Experience 2011 - 2014
Job Associate at Scotiabank GBM
Industry Financial Services
Experience
Scotiabank - Global Banking & Markets 2014 - Present
UBS 2011 - 2014
Societe Generale Corporate & Investment Banking 2010 - 2011
The Association for the Management of Information and Operations 2009 - 2010
Education
Queen's University
Master of Business Administration (MBA), Class President
Haskayne School of Business, University of Calgary
Bachelor of Commerce (BCom), Finance
CFA Institute
I have successfully completed Level I of the CFA Program.
Scotiabank - Global Banking & Markets 2014 - Present
UBS 2011 - 2014
Societe Generale Corporate & Investment Banking 2010 - 2011
The Association for the Management of Information and Operations 2009 - 2010
Education
Queen's University
Master of Business Administration (MBA), Class President
Haskayne School of Business, University of Calgary
Bachelor of Commerce (BCom), Finance
CFA Institute
I have successfully completed Level I of the CFA Program.
Stephen J. Maresca, CFA's UBS Experience September 2001 - June 2008
Job Managing Director Equity Research Analyst at Jennison Associates LLC
Industry Financial Services
Experience
Jennison Associates LLC July 2014 - Present
Morgan Stanley August 2008 - July 2014
UBS September 2001 - June 2008
UBS / PaineWebber September 1998 - September 2001
PaineWebber August 1997 - September 1998
Skills
Investment Banking, Energy, Equity Research, Natural Gas, Midstream, Gas, Financial Modeling, Valuation, Petroleum, Equities, Series 7, Due Diligence, Capital Markets, Pipelines, Financial Analysis, Corporate Finance, IPO
Education
Providence College 1993 — 1997
BS, Accounting
Byram Hills High School 1989 — 1993
Jennison Associates LLC July 2014 - Present
Morgan Stanley August 2008 - July 2014
UBS September 2001 - June 2008
UBS / PaineWebber September 1998 - September 2001
PaineWebber August 1997 - September 1998
Skills
Investment Banking, Energy, Equity Research, Natural Gas, Midstream, Gas, Financial Modeling, Valuation, Petroleum, Equities, Series 7, Due Diligence, Capital Markets, Pipelines, Financial Analysis, Corporate Finance, IPO
Education
Providence College 1993 — 1997
BS, Accounting
Byram Hills High School 1989 — 1993
Adam Bortolussi's UBS Experience November 2006 - September 2009
Job President Bortolussi Wealth Management
Industry Financial Services
Experience
Bortolussi Wealth Management, Inc. December 2010 - Present
Hayden Wood Insurance / HWI Motorsports May 2014 - Present
Columbia Management August 2010 - November 2010
Merrill Lynch November 2009 - July 2010
UBS November 2006 - September 2009
Morgan Stanley June 2004 - November 2006
Quinnipiac University May 2002 - May 2004
Skills
Wealth Management, Portfolio Management, Financial Advisory, Fixed Annuities, Uniform Combined State..., Insurance, Series 7, FINRA, Finance, Small Business, Investments, Retirement, Asset Allocation, Mutual Funds, Series 63, Retirement Planning, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Hedge Funds, Strategic Financial...
Education
Salve Regina University 2010 — 2013
MBA With a Concentration in Management
Quinnipiac University 2000 — 2004
BS, Finance
Bortolussi Wealth Management, Inc. December 2010 - Present
Hayden Wood Insurance / HWI Motorsports May 2014 - Present
Columbia Management August 2010 - November 2010
Merrill Lynch November 2009 - July 2010
UBS November 2006 - September 2009
Morgan Stanley June 2004 - November 2006
Quinnipiac University May 2002 - May 2004
Skills
Wealth Management, Portfolio Management, Financial Advisory, Fixed Annuities, Uniform Combined State..., Insurance, Series 7, FINRA, Finance, Small Business, Investments, Retirement, Asset Allocation, Mutual Funds, Series 63, Retirement Planning, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Hedge Funds, Strategic Financial...
Education
Salve Regina University 2010 — 2013
MBA With a Concentration in Management
Quinnipiac University 2000 — 2004
BS, Finance
Joseph Jaeger's UBS Experience May 2009 - August 2009
Job Manager, Sponsorship Solutions at iHeartRadio
Industry Marketing and Advertising
Experience
iHeartRadio October 2014 - Present
Conde Nast March 2014 - October 2014
Viacom October 2013 - March 2014
Viacom April 2012 - October 2013
Viacom August 2011 - April 2012
Michael T. Fiur Productions June 2010 - August 2011
PMK*BNC January 2010 - May 2010
UBS May 2009 - August 2009
Skills
Facebook, Social Media Marketing, Social Media, PowerPoint, Public Relations, Event Planning, Microsoft Office, Event Management, Final Cut Pro, Marketing
Education
Quinnipiac University 2006 — 2010
Bachelor's, Finance
iHeartRadio October 2014 - Present
Conde Nast March 2014 - October 2014
Viacom October 2013 - March 2014
Viacom April 2012 - October 2013
Viacom August 2011 - April 2012
Michael T. Fiur Productions June 2010 - August 2011
PMK*BNC January 2010 - May 2010
UBS May 2009 - August 2009
Skills
Facebook, Social Media Marketing, Social Media, PowerPoint, Public Relations, Event Planning, Microsoft Office, Event Management, Final Cut Pro, Marketing
Education
Quinnipiac University 2006 — 2010
Bachelor's, Finance
Peter Roth CFP®, CIMA®'s UBS Experience November 1999 - May 2010
Job Wealth Advisor at Roth Financial Partners LLC
Industry Financial Services
Experience
Roth Financial Partners LLC May 2010 - Present
UBS November 1999 - May 2010
Legg Mason April 1990 - November 1999
Donaldson, Lufkin & Jenrette June 1989 - April 1990
Rotan Mosle August 1983 - June 1989
Education
Purdue University 1975 — 1977
M.S., Engineering
Purdue University 1971 — 1975
B.S., Engineering
Roth Financial Partners LLC May 2010 - Present
UBS November 1999 - May 2010
Legg Mason April 1990 - November 1999
Donaldson, Lufkin & Jenrette June 1989 - April 1990
Rotan Mosle August 1983 - June 1989
Education
Purdue University 1975 — 1977
M.S., Engineering
Purdue University 1971 — 1975
B.S., Engineering
Roman Harutyunyan Roman Harutyunyan's UBS Experience February 2012 - May 2012
Job Associate Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service July 2012 - Present
UBS February 2012 - May 2012
TV Products USA August 2009 - November 2011
Merrill Lynch January 2010 - June 2010
Smart Systems August 2008 - June 2009
Stronghold August 2007 - August 2008
Skills
MS Excel (including..., MS Office, C++, Sage ACT, Mas 90, Fundamental Analysis, Technical Analysis, ETFs, Mutual Funds, Computer Proficiency, Market Research, Analyze Information, Mathematics, Corporate Finance, Microsoft Excel, Financial Reporting, Bloomberg, Reuters, Microsoft Office
Education
Queens College 2008 — 2012
Bachelor's, Finance
Russian Armenian (Slavonic) State University 2000 — 2005
Masters, Applied Mathematics and Computer Science
Moody's Investors Service July 2012 - Present
UBS February 2012 - May 2012
TV Products USA August 2009 - November 2011
Merrill Lynch January 2010 - June 2010
Smart Systems August 2008 - June 2009
Stronghold August 2007 - August 2008
Skills
MS Excel (including..., MS Office, C++, Sage ACT, Mas 90, Fundamental Analysis, Technical Analysis, ETFs, Mutual Funds, Computer Proficiency, Market Research, Analyze Information, Mathematics, Corporate Finance, Microsoft Excel, Financial Reporting, Bloomberg, Reuters, Microsoft Office
Education
Queens College 2008 — 2012
Bachelor's, Finance
Russian Armenian (Slavonic) State University 2000 — 2005
Masters, Applied Mathematics and Computer Science
Harry Tavitian Harry Tavitian's UBS Experience January 1996 - November 2008
Job Account Manager eDiscovery Technolgy Services
Industry Financial Services
Experience
Williams Lea/UBS account June 2013 - Present
KPMG US January 2012 - July 2012
UBS Investment Bank 1996 - July 2012
CGS Technology Associates 2012 - 2012
UBS January 1996 - November 2008
UBS Investment Bank 1996 - 2005
Perot Systems/Swissbank 2001 - 2003
Perot Systems/Swissbank 1996 - 1999
Merrill Lynch 1995 - 1995
NYU Medical Center 1986 - 1995
Skills
ITIL, Software, User Acceptance Testing, Messaging, Hardware, End User Training, Vendor Management, Project Management, Process Improvement, SharePoint, Program Management, Disaster Recovery, Strategy, Security, System Administration, Leadership, Microsoft Exchange, IT Service Management, Networking, Servers, Human Resources, Risk Management, Management, Troubleshooting, IT Operations, Computer Security, Information Technology, Integration, Technical Support, Business Analysis, Enterprise Software, Training, Infrastructure, Cloud Computing, System Deployment, VMware, Business Continuity, Active Directory, Virtualization, Windows Server, Blackberry Enterprise..., Databases, Windows 7, Network Security
Education
The City College of New York
BA
Brooklyn Tech
Electrical Electronics
Queensborough Community College
Associate in Science
Williams Lea/UBS account June 2013 - Present
KPMG US January 2012 - July 2012
UBS Investment Bank 1996 - July 2012
CGS Technology Associates 2012 - 2012
UBS January 1996 - November 2008
UBS Investment Bank 1996 - 2005
Perot Systems/Swissbank 2001 - 2003
Perot Systems/Swissbank 1996 - 1999
Merrill Lynch 1995 - 1995
NYU Medical Center 1986 - 1995
Skills
ITIL, Software, User Acceptance Testing, Messaging, Hardware, End User Training, Vendor Management, Project Management, Process Improvement, SharePoint, Program Management, Disaster Recovery, Strategy, Security, System Administration, Leadership, Microsoft Exchange, IT Service Management, Networking, Servers, Human Resources, Risk Management, Management, Troubleshooting, IT Operations, Computer Security, Information Technology, Integration, Technical Support, Business Analysis, Enterprise Software, Training, Infrastructure, Cloud Computing, System Deployment, VMware, Business Continuity, Active Directory, Virtualization, Windows Server, Blackberry Enterprise..., Databases, Windows 7, Network Security
Education
The City College of New York
BA
Brooklyn Tech
Electrical Electronics
Queensborough Community College
Associate in Science
Daniel P. Gleason, CFP® Daniel P. Gleason, CFP®'s UBS Experience January 2010 - Present
Job Wealth Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS January 2010 - Present
UBS May 2006 - January 2010
Morgan Stanley April 2005 - May 2006
Education
Providence College 2001 — 2005
Finance, Economics, Accounting, Business Management
Saint John's High School 1997 — 2001
UBS January 2010 - Present
UBS May 2006 - January 2010
Morgan Stanley April 2005 - May 2006
Education
Providence College 2001 — 2005
Finance, Economics, Accounting, Business Management
Saint John's High School 1997 — 2001
Diane Taub's UBS Experience 1995 - 2009
Job Operations Manager at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank June 1995 - March 2009
UBS 1995 - 2009
Skills
Performance Management, Offshoring, Recruiting, Management, Project Management, Human Resources, Outsourcing
Education
Queensborough Community College
UBS Investment Bank June 1995 - March 2009
UBS 1995 - 2009
Skills
Performance Management, Offshoring, Recruiting, Management, Project Management, Human Resources, Outsourcing
Education
Queensborough Community College
Katie Breen's UBS Experience September 2006 - May 2008
Job Executive Administration/Office Manager at ITRS
Industry Computer Software
Scott Sloan's UBS Experience June 1997 - December 1999
Job Business Manager at Embassies of Christ Kingdom Ministries
Industry Staffing and Recruiting
Experience
Embassies of Christ Kingdom Ministries May 2003 - Present
NCS Pearson 2002 - 2003
Applied Systems May 2001 - August 2001
UBS June 1997 - December 1999
Source Edp October 1994 - May 1996
Chicago Mercantile Exchange 1996 - 1996
Acts Christian School September 1993 - September 1994
Andersen Consulting August 1988 - September 1993
Skills
Sourcing, Talent Management, Talent Acquisition, Process Improvement, Recruiting, Applicant Tracking..., Human Resources, Training, Personal Development, Teaching, Leadership, Mentoring, Project Management, Exceptional public..., Team Building, Trade Shows, Negotiation, Influence Others, Program Management, Management, Performance Management, Coaching, Strategic Planning, Leadership Development, Team Leadership, Technical Recruiting, Employee Relations, Organizational..., Temporary Placement, CRM, Executive Search, Business Strategy, Cold Calling, Hiring, College Recruiting, Time Management, Vendor Management
Education
Purdue University 1983 — 1988
B.S., Industrial Engineering
William A. Wirt 1979 — 1983
Embassies of Christ Kingdom Ministries May 2003 - Present
NCS Pearson 2002 - 2003
Applied Systems May 2001 - August 2001
UBS June 1997 - December 1999
Source Edp October 1994 - May 1996
Chicago Mercantile Exchange 1996 - 1996
Acts Christian School September 1993 - September 1994
Andersen Consulting August 1988 - September 1993
Skills
Sourcing, Talent Management, Talent Acquisition, Process Improvement, Recruiting, Applicant Tracking..., Human Resources, Training, Personal Development, Teaching, Leadership, Mentoring, Project Management, Exceptional public..., Team Building, Trade Shows, Negotiation, Influence Others, Program Management, Management, Performance Management, Coaching, Strategic Planning, Leadership Development, Team Leadership, Technical Recruiting, Employee Relations, Organizational..., Temporary Placement, CRM, Executive Search, Business Strategy, Cold Calling, Hiring, College Recruiting, Time Management, Vendor Management
Education
Purdue University 1983 — 1988
B.S., Industrial Engineering
William A. Wirt 1979 — 1983
Allison Chin-Leong Allison Chin-Leong's UBS Experience January 2001 - September 2011
Job Communications, Wells Fargo Advisors
Industry Public Relations and Communications
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo October 2011 - December 2014
UBS January 2001 - September 2011
Godiva 2003 - 2004
NAAAP-NY 2002 - 2004
BHF-BANK 1999 - 2000
Skills
Editing, Public Relations, Crisis Communications, Research, Media Relations, Strategic Planning, Community Outreach, Social Media, Management, Project Management, Investments, Corporate Communications, Strategic Communications, Journalism, Event Management, Content Development, Press Releases, Marketing Communications, Storytelling, Event Planning, Internal Communications, Wealth Management, Leadership, Series 7
Education
Institute of Culinary Education 2005 — 2005
Diploma, Pastry Arts
Queens College
BA, Media Studies, Business And Liberal Arts
Wells Fargo Advisors January 2015 - Present
Wells Fargo October 2011 - December 2014
UBS January 2001 - September 2011
Godiva 2003 - 2004
NAAAP-NY 2002 - 2004
BHF-BANK 1999 - 2000
Skills
Editing, Public Relations, Crisis Communications, Research, Media Relations, Strategic Planning, Community Outreach, Social Media, Management, Project Management, Investments, Corporate Communications, Strategic Communications, Journalism, Event Management, Content Development, Press Releases, Marketing Communications, Storytelling, Event Planning, Internal Communications, Wealth Management, Leadership, Series 7
Education
Institute of Culinary Education 2005 — 2005
Diploma, Pastry Arts
Queens College
BA, Media Studies, Business And Liberal Arts
Kevin Zackman Kevin Zackman's UBS Experience April 2011 - December 2014
Job Chief Strategy Officer (CSO) at Altibase
Industry Information Technology and Services
Experience
Altibase April 2015 - Present
Stafford & Associates February 2015 - Present
Red Hat June 2013 - Present
Final Phase Technologies, Inc. January 2007 - Present
UBS April 2011 - December 2014
Align , Inc. April 2010 - April 2011
Dun & Bradstreet October 2006 - October 2009
US Trust 2005 - 2006
Binec Consulting, Inc. (Independant Consultant) April 2002 - June 2005
Merrill Lynch 1983 - 2000
Skills
IT Strategy, SOA, Enterprise Architecture, SDLC, Architecture, Architectures, Leadership, Solution Architecture, Vendor Management, Business Analysis, Enterprise Software, Cloud Computing, SaaS, Integration, Software Project..., Agile Methodologies, Business Intelligence, Software Development, Data Warehousing, Program Management, ITIL, Master Data Management, Hazelcast, Process Improvement, Strategy, CRM, Management
Education
Radford University 1978 — 1981
BS, Business
UNU-Intech
Master of Science (MS), Computer Science
Altibase April 2015 - Present
Stafford & Associates February 2015 - Present
Red Hat June 2013 - Present
Final Phase Technologies, Inc. January 2007 - Present
UBS April 2011 - December 2014
Align , Inc. April 2010 - April 2011
Dun & Bradstreet October 2006 - October 2009
US Trust 2005 - 2006
Binec Consulting, Inc. (Independant Consultant) April 2002 - June 2005
Merrill Lynch 1983 - 2000
Skills
IT Strategy, SOA, Enterprise Architecture, SDLC, Architecture, Architectures, Leadership, Solution Architecture, Vendor Management, Business Analysis, Enterprise Software, Cloud Computing, SaaS, Integration, Software Project..., Agile Methodologies, Business Intelligence, Software Development, Data Warehousing, Program Management, ITIL, Master Data Management, Hazelcast, Process Improvement, Strategy, CRM, Management
Education
Radford University 1978 — 1981
BS, Business
UNU-Intech
Master of Science (MS), Computer Science
Jeremy Prawer Jeremy Prawer's UBS Experience June 2011 - August 2011
Job Regional Sales Consultant at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein November 2013 - Present
Merrill Lynch March 2013 - June 2013
UBS Wealth Management June 2012 - August 2012
UBS June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Hedge Funds, Strategy, Market Research, Data Analysis, Finance, Fixed Income, Investment Strategies, Financial Advisory, Financial Risk, Fixed Annuities, Financial Modeling, Series 7, Event Planning, Corporate Finance, Asset Management, Marketing, HTML, Teamwork, Valuation, Real Estate
Education
Queen's College 2010 — 2013
BA, Economics, Accounting, Business, 3.94/4.00
Queens college, city university of new York 2010 — 2013
Bachelor of Arts; Liberal Art's, Economics and Accounting; Program
AllianceBernstein November 2013 - Present
Merrill Lynch March 2013 - June 2013
UBS Wealth Management June 2012 - August 2012
UBS June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Hedge Funds, Strategy, Market Research, Data Analysis, Finance, Fixed Income, Investment Strategies, Financial Advisory, Financial Risk, Fixed Annuities, Financial Modeling, Series 7, Event Planning, Corporate Finance, Asset Management, Marketing, HTML, Teamwork, Valuation, Real Estate
Education
Queen's College 2010 — 2013
BA, Economics, Accounting, Business, 3.94/4.00
Queens college, city university of new York 2010 — 2013
Bachelor of Arts; Liberal Art's, Economics and Accounting; Program
Michael Tait's UBS Experience 2009 - 2011
Job founding partner, SHOP.CA
Industry Internet
Experience
SHOP.CA November 2011 - Present
Special Olympics Festival January 2009 - Present
White Pine Resources January 2010 - Present
UBS 2009 - 2011
Genuity Capital Markets 2004 - 2009
CIBC 2000 - 2004
Gordon Capital Corp 1996 - 1999
Dr. Girdy's 1992 - 1995
Skills
Capital Markets, Financial Analysis, Investment Banking, Investments, Private Equity, Venture Capital, Strategic Partnerships, Father, Husband, Fun, Mobile Devices, Leadership, Business Strategy, Digital Media, IPO, Executive Management, Start-ups, Entrepreneurship, Financial Services, E-commerce, Hedge Funds, Mergers & Acquisitions, Equity Research, Management, Business Development, Investor Relations, Financial Modeling, SaaS, Strategy, Alternative Investments, Corporate Development, CRM, Due Diligence
Education
University of Toronto 1995 — 1997
MBA, Finance
Queen's University 1988 — 1992
BA, Economics, International Politics
SHOP.CA November 2011 - Present
Special Olympics Festival January 2009 - Present
White Pine Resources January 2010 - Present
UBS 2009 - 2011
Genuity Capital Markets 2004 - 2009
CIBC 2000 - 2004
Gordon Capital Corp 1996 - 1999
Dr. Girdy's 1992 - 1995
Skills
Capital Markets, Financial Analysis, Investment Banking, Investments, Private Equity, Venture Capital, Strategic Partnerships, Father, Husband, Fun, Mobile Devices, Leadership, Business Strategy, Digital Media, IPO, Executive Management, Start-ups, Entrepreneurship, Financial Services, E-commerce, Hedge Funds, Mergers & Acquisitions, Equity Research, Management, Business Development, Investor Relations, Financial Modeling, SaaS, Strategy, Alternative Investments, Corporate Development, CRM, Due Diligence
Education
University of Toronto 1995 — 1997
MBA, Finance
Queen's University 1988 — 1992
BA, Economics, International Politics
Drew Sapede's UBS Experience February 2009 - June 2010
Job Senior Registered Financial Analyst Merrill Lynch Private Banking and Investment Group
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
UBS Wealth Management June 2010 - Present
JPMorgan Chase May 2013 - July 2014
UBS February 2009 - June 2010
Clever Devices November 2008 - February 2009
Northwestern Mutual August 2008 - November 2008
UBS Financial Services May 2008 - August 2008
Skills
Bloomberg Terminal, Bloomberg, Series 7, Series 63, PowerPoint, Microsoft Excel, Investments, Mutual Funds, Asset Allocation, Securities, Data Analysis, Fixed Income, Equities, Uniform Combined State..., Wealth Management, Financial Modeling, Strategic Financial..., Microsoft Office, Retirement Planning, Investment Strategies, CFA candidate
Education
Quinnipiac University 2004 — 2008
BS, Finance
Quinnipiac University - School of Business 2004 — 2008
BS, Finance
Quinnipiac University
Bachelor of Arts
Merrill Lynch July 2014 - Present
UBS Wealth Management June 2010 - Present
JPMorgan Chase May 2013 - July 2014
UBS February 2009 - June 2010
Clever Devices November 2008 - February 2009
Northwestern Mutual August 2008 - November 2008
UBS Financial Services May 2008 - August 2008
Skills
Bloomberg Terminal, Bloomberg, Series 7, Series 63, PowerPoint, Microsoft Excel, Investments, Mutual Funds, Asset Allocation, Securities, Data Analysis, Fixed Income, Equities, Uniform Combined State..., Wealth Management, Financial Modeling, Strategic Financial..., Microsoft Office, Retirement Planning, Investment Strategies, CFA candidate
Education
Quinnipiac University 2004 — 2008
BS, Finance
Quinnipiac University - School of Business 2004 — 2008
BS, Finance
Quinnipiac University
Bachelor of Arts
Manjot Pelia (PMP, ITIL V3 SO) Manjot Pelia (PMP, ITIL V3 SO)'s UBS Experience February 2006 - December 2009
Job Project Manager Cloud
Industry Information Technology and Services
Experience
Datapipe April 2015 - Present
Cognizant Technology Solutions January 2010 - March 2015
UBS February 2006 - December 2009
Satyam January 2005 - February 2006
HCL Comnet Systems and Services Limited July 2004 - January 2005
Accel Frontline Ltd March 2002 - June 2004
Skills
ITIL, Data Center, IT Service Management, Disaster Recovery, Unix, Service Delivery, Infrastructure, Incident Management, Vendor Management, Management, Solaris, Project Management, SDLC, Process Improvement, Servers, CRM, Business Process, Testing, IT Strategy, Pre-sales, Project Delivery, Resource Management, IT Operations, Integration, Program Management, Business Analysis, Requirements Analysis, Outsourcing, PMO, Solution Architecture, Cloud Computing, VMware Infrastructure, EDI, Portal Technologies
Education
Punjab Technical University 1997 — 2001
B.Tech, Electronics andCommunication
GHPS , India Gate
Computer Science
Datapipe April 2015 - Present
Cognizant Technology Solutions January 2010 - March 2015
UBS February 2006 - December 2009
Satyam January 2005 - February 2006
HCL Comnet Systems and Services Limited July 2004 - January 2005
Accel Frontline Ltd March 2002 - June 2004
Skills
ITIL, Data Center, IT Service Management, Disaster Recovery, Unix, Service Delivery, Infrastructure, Incident Management, Vendor Management, Management, Solaris, Project Management, SDLC, Process Improvement, Servers, CRM, Business Process, Testing, IT Strategy, Pre-sales, Project Delivery, Resource Management, IT Operations, Integration, Program Management, Business Analysis, Requirements Analysis, Outsourcing, PMO, Solution Architecture, Cloud Computing, VMware Infrastructure, EDI, Portal Technologies
Education
Punjab Technical University 1997 — 2001
B.Tech, Electronics andCommunication
GHPS , India Gate
Computer Science
Benjamin Herbstman's UBS Experience May 2004 - August 2004
Job Supply Chain Consultant at John Galt Solutions
Industry Consumer Goods
Experience
John Galt Solutions November 2013 - Present
Newell Rubbermaid September 2012 - November 2013
Newell Rubbermaid July 2012 - November 2013
Newell Rubbermaid June 2011 - July 2012
Newell Rubbermaid July 2010 - May 2011
Newell Rubbermaid February 2009 - May 2011
Newell Rubbermaid January 2010 - July 2010
Newell Rubbermaid February 2009 - January 2010
Brad Foote Gear Works May 2007 - August 2007
UBS May 2004 - August 2004
Skills
Access, SAP, Excel, Word, PowerPoint, Outlook, Visio, Matlab, AutoCAD, C++, OneNote, Catia, VBScript, SAS, Inventory Management, Cross-functional Team..., Microsoft Office, Lean Manufacturing, Manufacturing, Product Development, Supply Chain, Problem Solving, Supply Chain Management, Purchasing, Process Improvement, Process Engineering, Scheduling, Procurement, Product Management, Planning, Engineering, Team Leadership, Value Stream Mapping, Leadership, Project Management, Analysis
Education
Purdue University 2004 — 2008
Bachelor of Science, Major: Industrial Engineering Minor: Economics
Glenbrook North High School
John Galt Solutions November 2013 - Present
Newell Rubbermaid September 2012 - November 2013
Newell Rubbermaid July 2012 - November 2013
Newell Rubbermaid June 2011 - July 2012
Newell Rubbermaid July 2010 - May 2011
Newell Rubbermaid February 2009 - May 2011
Newell Rubbermaid January 2010 - July 2010
Newell Rubbermaid February 2009 - January 2010
Brad Foote Gear Works May 2007 - August 2007
UBS May 2004 - August 2004
Skills
Access, SAP, Excel, Word, PowerPoint, Outlook, Visio, Matlab, AutoCAD, C++, OneNote, Catia, VBScript, SAS, Inventory Management, Cross-functional Team..., Microsoft Office, Lean Manufacturing, Manufacturing, Product Development, Supply Chain, Problem Solving, Supply Chain Management, Purchasing, Process Improvement, Process Engineering, Scheduling, Procurement, Product Management, Planning, Engineering, Team Leadership, Value Stream Mapping, Leadership, Project Management, Analysis
Education
Purdue University 2004 — 2008
Bachelor of Science, Major: Industrial Engineering Minor: Economics
Glenbrook North High School
Caryn Casino Caryn Casino's UBS Experience 2000 - 2010
Job Global Administrator at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2010 - October 2013
UBS 2000 - 2010
Salomon Brothers June 1975 - May 1986
Skills
Executive Office..., Office Management, Microsoft Office, Event Planning, Strategic Planning, Event Management, Marketing Communications, Marketing, Customer Service
Education
Queensborough Community College
John Adams High School
UBS Investment Bank July 2010 - October 2013
UBS 2000 - 2010
Salomon Brothers June 1975 - May 1986
Skills
Executive Office..., Office Management, Microsoft Office, Event Planning, Strategic Planning, Event Management, Marketing Communications, Marketing, Customer Service
Education
Queensborough Community College
John Adams High School
Richard Crouch Richard Crouch's UBS Experience 2002 - 2003
Job Principal, Odyna Energy Program Services
Industry Utilities
Experience
Odyna Energy Program Services September 2005 - Present
EnerConnect L.L.P. 2005 - 2006
WattsWorth Inc. 2003 - 2006
UBS 2002 - 2003
Enron Canada 2001 - 2002
Hydro One (and Ontario Hydro) 1981 - 2001
Skills
Market Development, Project Management, Energy, Strategy, Operations Management, Electricity Markets, Analysis, Management, Program Management, Renewable Energy, Business Process, Energy Efficiency, Energy Management, Product Development, Energy Audits, Sustainable Energy, Energy Markets, Energy Policy, Energy Conservation, Demand Response, Smart Grid, Smart Metering
Education
Wilfrid Laurier University
Marketing and Business
Queen's University 1977 — 1981
B.Sc. (Applied Science), Mechanical Engineering
St George's School of Montreal 1970 — 1980
High School
Odyna Energy Program Services September 2005 - Present
EnerConnect L.L.P. 2005 - 2006
WattsWorth Inc. 2003 - 2006
UBS 2002 - 2003
Enron Canada 2001 - 2002
Hydro One (and Ontario Hydro) 1981 - 2001
Skills
Market Development, Project Management, Energy, Strategy, Operations Management, Electricity Markets, Analysis, Management, Program Management, Renewable Energy, Business Process, Energy Efficiency, Energy Management, Product Development, Energy Audits, Sustainable Energy, Energy Markets, Energy Policy, Energy Conservation, Demand Response, Smart Grid, Smart Metering
Education
Wilfrid Laurier University
Marketing and Business
Queen's University 1977 — 1981
B.Sc. (Applied Science), Mechanical Engineering
St George's School of Montreal 1970 — 1980
High School
barbara steiner's UBS Experience 1991 - 1995
Job President
Industry Financial Services
Experience
Falls Village Advisors LLC 2013 - Present
Portales Partners 1996 - October 2013
UBS 1991 - 1995
Drexel Burnham 1984 - 1990
Skills
Equities, Investments, Capital Markets, Securities, Mergers, Investment Banking, Portfolio Management, Real Estate, New Business Development, Hedge Funds, Due Diligence, Public Speaking, Private Equity, Valuation, Corporate Finance, Negotiation, Venture Capital, Mergers & Acquisitions, Alternative Investments, Asset Management
Education
City University of New York-Queens College
Falls Village Advisors LLC 2013 - Present
Portales Partners 1996 - October 2013
UBS 1991 - 1995
Drexel Burnham 1984 - 1990
Skills
Equities, Investments, Capital Markets, Securities, Mergers, Investment Banking, Portfolio Management, Real Estate, New Business Development, Hedge Funds, Due Diligence, Public Speaking, Private Equity, Valuation, Corporate Finance, Negotiation, Venture Capital, Mergers & Acquisitions, Alternative Investments, Asset Management
Education
City University of New York-Queens College
Craig T. Scanland Craig T. Scanland's UBS Experience 2008 - 2008
Job Independent Contractor, Social Networking at Dementia Connection LLC
Industry Financial Services
Experience
Dementia Connection LLC September 2009 - Present
Bushwhackers Landscaping May 2005 - August 2009
Quinnipiac University 2005 - 2009
UBS 2008 - 2008
Education
Quinnipiac University - School of Business 2005 — 2009
BS, Finance
Wyoming Seminary Upper School 2001 — 2005
Diploma, Academic
Dementia Connection LLC September 2009 - Present
Bushwhackers Landscaping May 2005 - August 2009
Quinnipiac University 2005 - 2009
UBS 2008 - 2008
Education
Quinnipiac University - School of Business 2005 — 2009
BS, Finance
Wyoming Seminary Upper School 2001 — 2005
Diploma, Academic
Cathy Yesenosky Cathy Yesenosky's UBS Experience 2011 - May 2014
Job Head of Information Risk Management at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
UBS 2011 - May 2014
Guardian Life Insurance 2009 - 2011
Citigroup 2007 - 2008
Citigroup 2004 - 2007
JPMorgan Chase 2000 - 2004
Skills
Risk, Risk Management, Risk Mitigation, IT Risk, Security, Data Privacy, Operational Risk..., Business Planning, Compliance, IT Governance, Program Management, Governance, Information Technology, Financial Risk, Operational Risk, Business Continuity, Management, IT Risk Management, Information Security..., IT Audit, ISO 27001, Financial Services, Enterprise Risk..., Computer Security, Information Security, CISSP
Education
New York University - Leonard N. Stern School of Business
MBA, Information Technology
City University of New York-Queens College
BA, Computer Science
New York Life Insurance Company August 2014 - Present
UBS 2011 - May 2014
Guardian Life Insurance 2009 - 2011
Citigroup 2007 - 2008
Citigroup 2004 - 2007
JPMorgan Chase 2000 - 2004
Skills
Risk, Risk Management, Risk Mitigation, IT Risk, Security, Data Privacy, Operational Risk..., Business Planning, Compliance, IT Governance, Program Management, Governance, Information Technology, Financial Risk, Operational Risk, Business Continuity, Management, IT Risk Management, Information Security..., IT Audit, ISO 27001, Financial Services, Enterprise Risk..., Computer Security, Information Security, CISSP
Education
New York University - Leonard N. Stern School of Business
MBA, Information Technology
City University of New York-Queens College
BA, Computer Science
Leah Levitte Leah Levitte's UBS Experience February 2012 - May 2012
Job Account Executive at ThinkingPhones
Industry Telecommunications
Experience
ThinkingPhones January 2015 - Present
Thinking Phone Networks October 2013 - January 2015
Fidelity Investments June 2012 - October 2013
UBS February 2012 - May 2012
Direxion May 2011 - January 2012
Jones & Bartlett Learning May 2010 - September 2010
Education
Providence College
B.A., Business Economics
ThinkingPhones January 2015 - Present
Thinking Phone Networks October 2013 - January 2015
Fidelity Investments June 2012 - October 2013
UBS February 2012 - May 2012
Direxion May 2011 - January 2012
Jones & Bartlett Learning May 2010 - September 2010
Education
Providence College
B.A., Business Economics
Evelina Yakubova Evelina Yakubova's UBS Experience March 2013 - Present
Job Registered Client Service Associate at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS March 2013 - Present
Merrill Lynch June 2007 - March 2013
Merrill Lynch February 2007 - May 2007
Primerica July 2005 - February 2007
Education
Queens College 2003 — 2007
Bachelor's degree, Corporate Finance, Economics and Business Administration
UBS March 2013 - Present
Merrill Lynch June 2007 - March 2013
Merrill Lynch February 2007 - May 2007
Primerica July 2005 - February 2007
Education
Queens College 2003 — 2007
Bachelor's degree, Corporate Finance, Economics and Business Administration
Alexa Foote Alexa Foote's UBS Experience June 2011 - August 2011
Job Statistician at Nielsen
Industry Market Research
Experience
Nielsen June 2015 - Present
Purdue University August 2013 - May 2015
Saint Michael's College May 2010 - May 2013
State Farm June 2012 - August 2012
UBS June 2011 - August 2011
Education
Purdue University 2013 — 2015
Master of Science (M.S.), Applied Statistics
Saint Michael's College 2009 — 2013
Bachelor of Science (B.S.) with Honors, Economics and Mathematics, 4.0
Nielsen June 2015 - Present
Purdue University August 2013 - May 2015
Saint Michael's College May 2010 - May 2013
State Farm June 2012 - August 2012
UBS June 2011 - August 2011
Education
Purdue University 2013 — 2015
Master of Science (M.S.), Applied Statistics
Saint Michael's College 2009 — 2013
Bachelor of Science (B.S.) with Honors, Economics and Mathematics, 4.0
Andrew Dodge's UBS Experience June 2006 - August 2006
Job Insurance Underwriter
Industry Insurance
Experience
The Sandner Group May 2015 - Present
- September 2012 - Present
Axiom Insurance Managers October 2011 - August 2012
Prime Holdings Insurance Services, Inc. May 2007 - April 2011
UBS June 2006 - August 2006
Skills
Strategic Planning, Price Modeling, Insurance, Underwriting, Business Strategy, Property & Casualty..., Commercial Insurance, Business Relationship..., New Business Development, Marketing, Liability, Casualty, Customer Service, General Insurance, Account Management, Casualty Insurance, Claim, Professional Liability, Management
Education
University of Illinois at Chicago 2005 — 2007
B.S., Finance, Economics
Purdue University 2003 — 2005
N/A, Selling & Sales Managment
The Sandner Group May 2015 - Present
- September 2012 - Present
Axiom Insurance Managers October 2011 - August 2012
Prime Holdings Insurance Services, Inc. May 2007 - April 2011
UBS June 2006 - August 2006
Skills
Strategic Planning, Price Modeling, Insurance, Underwriting, Business Strategy, Property & Casualty..., Commercial Insurance, Business Relationship..., New Business Development, Marketing, Liability, Casualty, Customer Service, General Insurance, Account Management, Casualty Insurance, Claim, Professional Liability, Management
Education
University of Illinois at Chicago 2005 — 2007
B.S., Finance, Economics
Purdue University 2003 — 2005
N/A, Selling & Sales Managment
ASHISH BHATNAGAR, PMP ASHISH BHATNAGAR, PMP's UBS Experience August 2011 - December 2012
Job Data Management Consultant at HSBC Bank USA
Industry Financial Services
Experience
HSBC Global Banking and Markets January 2014 - Present
Deutsche Bank Securities July 2013 - January 2014
Jefferies & Company February 2013 - June 2013
UBS August 2011 - December 2012
Deutsche Bank Securities September 2010 - August 2011
JP Morgan Chase June 2007 - September 2010
New York City Department of Small Business Services July 2006 - May 2007
Bank of Tokyo-Mitsubishi UFJ October 2005 - June 2006
Marco Polo Partners 2003 - 2005
Skills
Reference Data, Business Analysis, Market Data, SDLC, Business Requirements, User Acceptance Testing, Fixed Income, Requirements Gathering, Vendor Management, Data Warehousing, Requirements Analysis, Visio, Data Modeling, Software Documentation, Agile Methodologies, Project Management, Consulting, Derivatives, Financial Services
Education
Queens College 2006 — 2009
MA, Computer Science
Queens College 2000 — 2005
Bachelor of Science, Computer Science, Economics
HSBC Global Banking and Markets January 2014 - Present
Deutsche Bank Securities July 2013 - January 2014
Jefferies & Company February 2013 - June 2013
UBS August 2011 - December 2012
Deutsche Bank Securities September 2010 - August 2011
JP Morgan Chase June 2007 - September 2010
New York City Department of Small Business Services July 2006 - May 2007
Bank of Tokyo-Mitsubishi UFJ October 2005 - June 2006
Marco Polo Partners 2003 - 2005
Skills
Reference Data, Business Analysis, Market Data, SDLC, Business Requirements, User Acceptance Testing, Fixed Income, Requirements Gathering, Vendor Management, Data Warehousing, Requirements Analysis, Visio, Data Modeling, Software Documentation, Agile Methodologies, Project Management, Consulting, Derivatives, Financial Services
Education
Queens College 2006 — 2009
MA, Computer Science
Queens College 2000 — 2005
Bachelor of Science, Computer Science, Economics
Barbara Carbone Barbara Carbone's UBS Experience 2005 - 2007
Job Coordinator of ONSITE Employee Wellness Programs at InterState Diagnostic
Industry Health, Wellness and Fitness
Experience
Inter-State Diagnostic March 1995 - Present
Morgan Stanley Smith Barney 2007 - 2012
UBS 2005 - 2007
AriZona Iced Tea September 1995 - September 2000
Merrill Lynch 1993 - 1995
Skills
Employee Wellness..., On-site Services, Project Coordination, Customer Service, Team Building, Coaching, Strategic Planning, Social Networking, Marketing Strategy, Wellness, Marketing, Lifestyle, Management, Training, Nutritional Counseling, Organizational..., Leadership Development
Education
Quinnipiac University 1989 — 1993
Bachelor of Science (BS), International Business
Huntington high school
Inter-State Diagnostic March 1995 - Present
Morgan Stanley Smith Barney 2007 - 2012
UBS 2005 - 2007
AriZona Iced Tea September 1995 - September 2000
Merrill Lynch 1993 - 1995
Skills
Employee Wellness..., On-site Services, Project Coordination, Customer Service, Team Building, Coaching, Strategic Planning, Social Networking, Marketing Strategy, Wellness, Marketing, Lifestyle, Management, Training, Nutritional Counseling, Organizational..., Leadership Development
Education
Quinnipiac University 1989 — 1993
Bachelor of Science (BS), International Business
Huntington high school
Maureen McNally Maureen McNally's UBS Experience August 2006 - May 2008
Job Vice President, Investment Consultant at First Republic Bank
Industry Financial Services
Experience
First Republic Bank February 2013 - Present
First Republic Bank October 2009 - Present
Morgan Stanley Smith Barney May 2008 - October 2009
UBS August 2006 - May 2008
Skills
Wealth Management, Investments, Portfolio Management, Equities, Asset Management, Financial Analysis, Fixed Income, Banking, Alternative Investments, Securities, Financial Services
Education
Providence College 2002 — 2006
Finance
Sacred Heart Academy 1998 — 2002
First Republic Bank February 2013 - Present
First Republic Bank October 2009 - Present
Morgan Stanley Smith Barney May 2008 - October 2009
UBS August 2006 - May 2008
Skills
Wealth Management, Investments, Portfolio Management, Equities, Asset Management, Financial Analysis, Fixed Income, Banking, Alternative Investments, Securities, Financial Services
Education
Providence College 2002 — 2006
Finance
Sacred Heart Academy 1998 — 2002
Brent Buroker, CFP®, AIF®, CLU® Brent Buroker, CFP®, AIF®, CLU®'s UBS Experience August 1998 - January 2003
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2012 - Present
Family Heritage November 2011 - December 2012
Hufford Financial Advisors April 2011 - July 2011
State Farm Insurance November 2006 - April 2011
State Farm Insurance February 2005 - November 2006
MassMutual Financial Group January 2003 - February 2005
UBS August 1998 - January 2003
Skills
Wealth Management, Retirement Planning, Finance, New Business Development, Investment Strategies, Insurance Planning
Education
University of Alabama at Birmingham 2003 — 2005
MBA
Purdue University 1988 — 1992
BS
TIAA-CREF December 2012 - Present
Family Heritage November 2011 - December 2012
Hufford Financial Advisors April 2011 - July 2011
State Farm Insurance November 2006 - April 2011
State Farm Insurance February 2005 - November 2006
MassMutual Financial Group January 2003 - February 2005
UBS August 1998 - January 2003
Skills
Wealth Management, Retirement Planning, Finance, New Business Development, Investment Strategies, Insurance Planning
Education
University of Alabama at Birmingham 2003 — 2005
MBA
Purdue University 1988 — 1992
BS
Monica Khanke Monica Khanke's UBS Experience January 2006 - July 2007
Job Enterprise Backup Admin at OneNeck IT Solutions
Industry Utilities
Experience
OneNeck IT Solutions September 2012 - Present
Arizona Public Service (APS) September 2009 - September 2012
Cablevision August 2007 - February 2009
UBS January 2006 - July 2007
Hewlett-Packard August 2004 - January 2006
Zenith Infotech January 2003 - August 2004
Skills
Solaris, Netbackup, Virtualization, Storage, Cluster, NAS, Shell Scripting, NetApp, Unix, Active Directory, Data Center, Storage Area Networks, AIX, VMware, SAN, VMware ESX, DNS, Windows Server, Disaster Recovery, Red Hat Linux, High Availability, Servers, HP, Apache, IT Operations, VMware Infrastructure, Cisco Technologies, Linux, Storage Virtualization, Network Security, TCP/IP, Firewalls, System Deployment, Security, HP-UX, Solution Architecture, Enterprise Architecture, vSphere, Operating Systems, Hyper-V, DHCP, Perl, Citrix, Enterprise Storage, Infrastructure, System Administration, EMC Storage, iSCSI, Unix Shell Scripting, Storage Management
Education
Pune Institute of Computer Technology 1999 — 2002
BE, Computer
Datta Meghe Polytechnic NGP 1996 — 1999
Diploma, Computer Technology
OneNeck IT Solutions September 2012 - Present
Arizona Public Service (APS) September 2009 - September 2012
Cablevision August 2007 - February 2009
UBS January 2006 - July 2007
Hewlett-Packard August 2004 - January 2006
Zenith Infotech January 2003 - August 2004
Skills
Solaris, Netbackup, Virtualization, Storage, Cluster, NAS, Shell Scripting, NetApp, Unix, Active Directory, Data Center, Storage Area Networks, AIX, VMware, SAN, VMware ESX, DNS, Windows Server, Disaster Recovery, Red Hat Linux, High Availability, Servers, HP, Apache, IT Operations, VMware Infrastructure, Cisco Technologies, Linux, Storage Virtualization, Network Security, TCP/IP, Firewalls, System Deployment, Security, HP-UX, Solution Architecture, Enterprise Architecture, vSphere, Operating Systems, Hyper-V, DHCP, Perl, Citrix, Enterprise Storage, Infrastructure, System Administration, EMC Storage, iSCSI, Unix Shell Scripting, Storage Management
Education
Pune Institute of Computer Technology 1999 — 2002
BE, Computer
Datta Meghe Polytechnic NGP 1996 — 1999
Diploma, Computer Technology
Anastacia L. Young's UBS Experience May 2014 - August 2014
Job Student at Purdue University
Industry Marketing and Advertising
Experience
UBS Wealth Management May 2015 - Present
Cloud 9 Spa ~ Hair Design June 2014 - August 2014
UBS May 2014 - August 2014
Old Navy November 2013 - May 2014
Skills
Appointment Scheduling, Merchandising, Marketing, Time Management, Photoshop, Microsoft Office, Marketing Strategy, Social Media, Communication, Illustrator, Vector Illustration, Visual Communication, Visual Basic, PowerPoint, Microsoft Word, Mail Merge
Education
Purdue University 2014 — 2018
Marketing
Purdue University - Krannert School of Management
UBS Wealth Management May 2015 - Present
Cloud 9 Spa ~ Hair Design June 2014 - August 2014
UBS May 2014 - August 2014
Old Navy November 2013 - May 2014
Skills
Appointment Scheduling, Merchandising, Marketing, Time Management, Photoshop, Microsoft Office, Marketing Strategy, Social Media, Communication, Illustrator, Vector Illustration, Visual Communication, Visual Basic, PowerPoint, Microsoft Word, Mail Merge
Education
Purdue University 2014 — 2018
Marketing
Purdue University - Krannert School of Management
Grant Rasmussen's UBS Experience January 2004 - May 2011
Job Senior Vice President, Regional Head, Ontario at CIBC Retail Bank
Industry Financial Services
Experience
CIBC March 2013 - Present
GreatWave Capital February 2012 - February 2013
Viacash February 2012 - February 2013
UBS January 2004 - May 2011
Royal Bank of Canada February 2002 - January 2004
RBC October 2000 - January 2002
VIP Private Capital October 1999 - September 2000
RBC Dominion Securities May 1994 - September 1999
American Express June 1987 - May 1994
Skills
Wealth Management, Financial Advisory, Alternative Investments, Emerging Markets, Hedge Funds, Financial Markets, Investment Banking, Portfolio Management, Capital Markets, Mutual Funds
Education
York University - Schulich School of Business 1988 — 1993
MBA, Finance and Marketing
Queen's University 1983 — 1987
BComm, Marketing & Finance
Markham District High School 1978 — 1983
CIBC March 2013 - Present
GreatWave Capital February 2012 - February 2013
Viacash February 2012 - February 2013
UBS January 2004 - May 2011
Royal Bank of Canada February 2002 - January 2004
RBC October 2000 - January 2002
VIP Private Capital October 1999 - September 2000
RBC Dominion Securities May 1994 - September 1999
American Express June 1987 - May 1994
Skills
Wealth Management, Financial Advisory, Alternative Investments, Emerging Markets, Hedge Funds, Financial Markets, Investment Banking, Portfolio Management, Capital Markets, Mutual Funds
Education
York University - Schulich School of Business 1988 — 1993
MBA, Finance and Marketing
Queen's University 1983 — 1987
BComm, Marketing & Finance
Markham District High School 1978 — 1983
Maura Slavens Maura Slavens's UBS Experience May 1993 - December 1995
Job Executive Board Coordinator, Kinecta Federal Credit Union
Industry Financial Services
Experience
Cetera Financial Group May 2011 - June 2014
CA Associates April 2010 - May 2011
Johnson Controls June 2005 - February 2009
Johnson Controls November 2004 - June 2005
Tribune Broadcasting April 2003 - November 2004
UBS Wealth Management March 2001 - April 2003
UBS Wealth Management August 1999 - March 2001
JSK Associates, Inc. June 1997 - June 1999
Merrill Lynch January 1996 - May 1997
UBS May 1993 - December 1995
Education
Purchase College, SUNY 1988 — 1992
Bachelor of Arts (BA), Social Science and The Arts
Garden City Highschool, Garden City, NY 1983 — 1986
Cetera Financial Group May 2011 - June 2014
CA Associates April 2010 - May 2011
Johnson Controls June 2005 - February 2009
Johnson Controls November 2004 - June 2005
Tribune Broadcasting April 2003 - November 2004
UBS Wealth Management March 2001 - April 2003
UBS Wealth Management August 1999 - March 2001
JSK Associates, Inc. June 1997 - June 1999
Merrill Lynch January 1996 - May 1997
UBS May 1993 - December 1995
Education
Purchase College, SUNY 1988 — 1992
Bachelor of Arts (BA), Social Science and The Arts
Garden City Highschool, Garden City, NY 1983 — 1986
Durriyyah Leonard's UBS Experience January 2006 - January 2011
Job Executive Assistant at Bose Corporation
Industry Computer Software
Experience
Bose Corporation October 2013 - Present
PTC October 2012 - Present
UBS January 2006 - January 2011
UBS January 2005 - January 2006
Skills
Java, Salesforce.com, HTML, SQL, Windows, C++, Project Management, Databases, XML, Microsoft Excel, SharePoint, PowerPoint, Microsoft Word, Management, Outlook, Microsoft Office, Customer Service, Sales, Budgets, Leadership, Administrative..., Program Management
Education
Quinsigamond Community College 2010 — 2015
Sacramento High School 1990 — 1994
Diploma, General Education
Bose Corporation October 2013 - Present
PTC October 2012 - Present
UBS January 2006 - January 2011
UBS January 2005 - January 2006
Skills
Java, Salesforce.com, HTML, SQL, Windows, C++, Project Management, Databases, XML, Microsoft Excel, SharePoint, PowerPoint, Microsoft Word, Management, Outlook, Microsoft Office, Customer Service, Sales, Budgets, Leadership, Administrative..., Program Management
Education
Quinsigamond Community College 2010 — 2015
Sacramento High School 1990 — 1994
Diploma, General Education
Jonathan Fugge Jonathan Fugge's UBS Experience January 2007 - August 2007
Job Research Analyst
Industry Research
Experience
JWJ Advisors February 2010 - Present
NetJets June 2008 - January 2010
Trinity College - Hartford September 2004 - May 2008
Morgan Stanley Smith Barney September 2007 - January 2008
UBS January 2007 - August 2007
Trinity College - Hartford September 2006 - January 2007
Education
Quinnipiac University 2015 — 2017
Master of Business Administration (M.B.A.)
Trinity College-Hartford 2004 — 2008
B.S., Economics
Avon Old Farms 2000 — 2004
JWJ Advisors February 2010 - Present
NetJets June 2008 - January 2010
Trinity College - Hartford September 2004 - May 2008
Morgan Stanley Smith Barney September 2007 - January 2008
UBS January 2007 - August 2007
Trinity College - Hartford September 2006 - January 2007
Education
Quinnipiac University 2015 — 2017
Master of Business Administration (M.B.A.)
Trinity College-Hartford 2004 — 2008
B.S., Economics
Avon Old Farms 2000 — 2004
Stephen Best Stephen Best's UBS Experience 1997 - 1998
Job Head of FX Options / CEO / Senior Managing Director / eCommerce "Game Changing Strategies for Market Leadership"
Industry Financial Services
Experience
EBS BrokerTec September 2015 - Present
FX Bridge 2010 - September 2015
State Street Corporation 2007 - 2010
J.P. Morgan / Bank One 2003 - 2007
State Street 1998 - 2003
UBS 1997 - 1998
Deutsche Bank 1995 - 1997
RBC 1988 - 1994
Skills
FX Options, Derivatives, Market Making, Trading System, High Frequency Trading, Quantitative Investing, Sales Management, Electronic Trading, Trading, Trading Systems, FX trading, Financial Markets, Equities, Hedge Funds, Currency, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Commodity, Emerging Markets, Equity Derivatives, Equity Research, Equity Trading, FX Trading, Financial Structuring, Fixed Income, Foreign Exchange, Hedging, Investment Banking, Investment Strategies, Investments, Market Data, Options, Portfolio Management, Proprietary Trading, Rates, Risk Management, Swaps, Technical Analysis, Trading Strategies
Education
York University - Schulich School of Business 1986 — 1988
MBA, Finance
Queen's University 1981 — 1985
BA, Economics
EBS BrokerTec September 2015 - Present
FX Bridge 2010 - September 2015
State Street Corporation 2007 - 2010
J.P. Morgan / Bank One 2003 - 2007
State Street 1998 - 2003
UBS 1997 - 1998
Deutsche Bank 1995 - 1997
RBC 1988 - 1994
Skills
FX Options, Derivatives, Market Making, Trading System, High Frequency Trading, Quantitative Investing, Sales Management, Electronic Trading, Trading, Trading Systems, FX trading, Financial Markets, Equities, Hedge Funds, Currency, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Commodity, Emerging Markets, Equity Derivatives, Equity Research, Equity Trading, FX Trading, Financial Structuring, Fixed Income, Foreign Exchange, Hedging, Investment Banking, Investment Strategies, Investments, Market Data, Options, Portfolio Management, Proprietary Trading, Rates, Risk Management, Swaps, Technical Analysis, Trading Strategies
Education
York University - Schulich School of Business 1986 — 1988
MBA, Finance
Queen's University 1981 — 1985
BA, Economics
Simon Jenkinson Simon Jenkinson's UBS Experience April 2014 - July 2014
Job Accounting/Bookkeeping Intern at TS Capital, LLC
Industry Financial Services
Experience
TS Capital, LLC July 2014 - Present
UBS April 2014 - July 2014
Northern Ireland Association for Mental Health September 2013 - February 2014
Skills
Accounting, Management Accounting, Financial Accounting, Long Distance Running, Soccer, Boy Scouts, Administration, Sage 50, Microsoft Office, Account Reconciliation, Financial Reporting
Education
Richard Clarke Academy, Belfast 2013 — 2013
Chartered Institute of Management Accountants, F2 - Financial Management, 50% pass
Richard Clarke Academy, Belfast 2012 — 2012
Chartered Institiute of Management Accounts, E1- Enterprise Operations, 56% pass
Queen's University Belfast 2007 — 2011
Bachelor of Science (BSc), Accounting
Royal School Dungannon 1999 — 2006
TS Capital, LLC July 2014 - Present
UBS April 2014 - July 2014
Northern Ireland Association for Mental Health September 2013 - February 2014
Skills
Accounting, Management Accounting, Financial Accounting, Long Distance Running, Soccer, Boy Scouts, Administration, Sage 50, Microsoft Office, Account Reconciliation, Financial Reporting
Education
Richard Clarke Academy, Belfast 2013 — 2013
Chartered Institute of Management Accountants, F2 - Financial Management, 50% pass
Richard Clarke Academy, Belfast 2012 — 2012
Chartered Institiute of Management Accounts, E1- Enterprise Operations, 56% pass
Queen's University Belfast 2007 — 2011
Bachelor of Science (BSc), Accounting
Royal School Dungannon 1999 — 2006
Christina Nakashima-Petrucci, CRPS® CRPC® PPC™AIF®'s UBS Experience October 2001 - March 2007
Job Assistant Vice President, Retirement Consulting at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2012 - Present
Wells Fargo Advisors, LLC March 2007 - December 2011
UBS October 2001 - March 2007
Education
University of Hawaii at Manoa 1994 — 1999
Punahou School 1990 — 1994
LPL Financial January 2012 - Present
Wells Fargo Advisors, LLC March 2007 - December 2011
UBS October 2001 - March 2007
Education
University of Hawaii at Manoa 1994 — 1999
Punahou School 1990 — 1994
Mohammad R. Azizian Mohammad R. Azizian's UBS Experience January 2010 - September 2010
Job Goldman Sachs
Industry Venture Capital & Private Equity
Experience
Goldman Sachs November 2014 - Present
Navigant Capital Advisors March 2011 - November 2014
Loop Capital Markets September 2010 - March 2011
UBS January 2010 - September 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Corporate Finance, PowerPoint, Due Diligence, Microsoft Office, DCF Valuation, Comparative Market..., Fixed Income Analysis, Financial Reporting, Investment Valuation, Business Valuation, Equity Valuation, Enterprise Valuation, Financial Risk, Management Consulting, Finance, Private Equity, Investments
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
University of San Francisco
Bachelor of Science, Business Administration, Cum Laude
Goldman Sachs November 2014 - Present
Navigant Capital Advisors March 2011 - November 2014
Loop Capital Markets September 2010 - March 2011
UBS January 2010 - September 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Corporate Finance, PowerPoint, Due Diligence, Microsoft Office, DCF Valuation, Comparative Market..., Fixed Income Analysis, Financial Reporting, Investment Valuation, Business Valuation, Equity Valuation, Enterprise Valuation, Financial Risk, Management Consulting, Finance, Private Equity, Investments
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
University of San Francisco
Bachelor of Science, Business Administration, Cum Laude
Cynthia M. Chin's UBS Experience May 2001 - August 2003
Job Family Office/Alternative Investment Consulting Assignments
Industry Financial Services
Experience
The Riverside Company July 2015 - Present
York Capital Management LP April 2015 - May 2015
Tilden Park Capital Management LP November 2014 - March 2015
Tipping Point Parners LLC August 2014 - February 2015
Wolfensohn & Co. January 2009 - May 2013
Lehman Brothers September 2005 - December 2008
Bear Stearns September 2003 - August 2005
UBS May 2001 - August 2003
Deloitte January 1999 - April 2001
Skills
Financial Analysis, Valuation, Fixed Income, Equities, Financial Modeling, Bloomberg, Due Diligence, Derivatives, Capital Markets
Education
Queens College
BA
The Riverside Company July 2015 - Present
York Capital Management LP April 2015 - May 2015
Tilden Park Capital Management LP November 2014 - March 2015
Tipping Point Parners LLC August 2014 - February 2015
Wolfensohn & Co. January 2009 - May 2013
Lehman Brothers September 2005 - December 2008
Bear Stearns September 2003 - August 2005
UBS May 2001 - August 2003
Deloitte January 1999 - April 2001
Skills
Financial Analysis, Valuation, Fixed Income, Equities, Financial Modeling, Bloomberg, Due Diligence, Derivatives, Capital Markets
Education
Queens College
BA
Tony McManus's UBS Experience January 2000 - April 2007
Job Global Head, Real Time Feeds & Platform Technology, Bloomberg
Industry Information Technology and Services
Experience
Bloomberg LP November 2012 - Present
Northern Ireland Chamber Of Commerce August 2011 - December 2012
NYSE Euronext March 2010 - September 2012
NYSE Euronext April 2007 - September 2012
Wombat Financial Software April 2007 - September 2012
UBS January 2000 - April 2007
British Airways 1998 - 2000
Skills
Exchange connectivity..., Low latency market data..., High Performance..., Timeseries Databases..., Electronic Trading..., Order Management..., Pre and Post Trade..., P&L Responsibility, Business Development, Vendor Management, Budgetary Control, Program Management, Product Management, Global Team Management, Wombat, Low Latency, Market Data, Analytics, Bloomberg, Databases, Derivatives, Electronic Trading, Enterprise Architecture, Enterprise Software, Equities, Exchange Connectivity, FIX, FX Options, Financial Markets, Financial Services, Fixed Income, High Frequency Trading, IT Strategy, Management, Middleware, Order Management, Order Routing, P, Professional Services, Trading, Trading Systems, Unix
Education
University of Portsmouth 1996 — 1997
MSc, Information Systems
Queen's University Belfast 1992 — 1995
BSSc, Politics/European Studies/Economics
Bloomberg LP November 2012 - Present
Northern Ireland Chamber Of Commerce August 2011 - December 2012
NYSE Euronext March 2010 - September 2012
NYSE Euronext April 2007 - September 2012
Wombat Financial Software April 2007 - September 2012
UBS January 2000 - April 2007
British Airways 1998 - 2000
Skills
Exchange connectivity..., Low latency market data..., High Performance..., Timeseries Databases..., Electronic Trading..., Order Management..., Pre and Post Trade..., P&L Responsibility, Business Development, Vendor Management, Budgetary Control, Program Management, Product Management, Global Team Management, Wombat, Low Latency, Market Data, Analytics, Bloomberg, Databases, Derivatives, Electronic Trading, Enterprise Architecture, Enterprise Software, Equities, Exchange Connectivity, FIX, FX Options, Financial Markets, Financial Services, Fixed Income, High Frequency Trading, IT Strategy, Management, Middleware, Order Management, Order Routing, P, Professional Services, Trading, Trading Systems, Unix
Education
University of Portsmouth 1996 — 1997
MSc, Information Systems
Queen's University Belfast 1992 — 1995
BSSc, Politics/European Studies/Economics
Daniel Saufer Daniel Saufer's UBS Experience June 2010 - July 2010
Job Licensed Life & Health Insurance Agent at New York Life Insurance Company
Industry Sports
Experience
New York Life Insurance Company March 2013 - Present
Morgan Stanley Smith Barney July 2010 - August 2011
UBS June 2010 - July 2010
Best Buy June 2009 - January 2010
Long Island Lizards May 2009 - August 2009
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Marketing Strategy, Sports Management, Sports Marketing, Market Research, Critical Thinking, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Cold Calling, Survey Design, Lifeguarding, Water Safety Instructor, Karate, Access, Fundraising
Education
Queen's College 2008 — 2012
Bachelor of Arts (BA), Business/Managerial Economics
Queens College 2008 — 2012
Bachelor's degree, Economics
New York Life Insurance Company March 2013 - Present
Morgan Stanley Smith Barney July 2010 - August 2011
UBS June 2010 - July 2010
Best Buy June 2009 - January 2010
Long Island Lizards May 2009 - August 2009
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Marketing Strategy, Sports Management, Sports Marketing, Market Research, Critical Thinking, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Cold Calling, Survey Design, Lifeguarding, Water Safety Instructor, Karate, Access, Fundraising
Education
Queen's College 2008 — 2012
Bachelor of Arts (BA), Business/Managerial Economics
Queens College 2008 — 2012
Bachelor's degree, Economics
Lyndsay Isetts Lyndsay Isetts's UBS Experience May 2015 - Present
Job Recruitment Coordinator at UBS
Industry Marketing and Advertising
Experience
UBS May 2015 - Present
Experian Data Quality September 2013 - April 2015
Mountain Ridge Country Club June 2012 - September 2013
Province Mortgage Associates September 2011 - December 2011
1266 Apartment Corporation May 2011 - August 2011
RuffaloCODY January 2010 - December 2010
Skills
Social Media Marketing, Microsoft Office, Marketing Communications, Outlook, Management, Marketing Strategy, Integrated Marketing, Microsoft Excel, Project Coordination, Events Coordination, Recruiting, Research, Leadership, Marketing, Microsoft Word, PowerPoint, Public Speaking, Sales Operations, Social Media, Social Networking, Fundraising, Facebook, Event Planning, Editing
Education
Providence College 2008 — 2013
Bachelor of Science (BS), Marketing
Universitat Pompeu Fabra 2011 — 2011
International Business
UBS May 2015 - Present
Experian Data Quality September 2013 - April 2015
Mountain Ridge Country Club June 2012 - September 2013
Province Mortgage Associates September 2011 - December 2011
1266 Apartment Corporation May 2011 - August 2011
RuffaloCODY January 2010 - December 2010
Skills
Social Media Marketing, Microsoft Office, Marketing Communications, Outlook, Management, Marketing Strategy, Integrated Marketing, Microsoft Excel, Project Coordination, Events Coordination, Recruiting, Research, Leadership, Marketing, Microsoft Word, PowerPoint, Public Speaking, Sales Operations, Social Media, Social Networking, Fundraising, Facebook, Event Planning, Editing
Education
Providence College 2008 — 2013
Bachelor of Science (BS), Marketing
Universitat Pompeu Fabra 2011 — 2011
International Business
Sharon Sieg's UBS Experience January 2007 - June 2011
Job President at Sieg Marketing LLC
Industry Information Technology and Services
Experience
Sieg Marketing LLC January 2010 - Present
UBS January 2007 - June 2011
Perot System @ UBS Investment Bank January 2001 - December 2006
Sieg Promotional Marketing January 2000 - August 2003
Computer Horizons January 1998 - December 2000
Education
Purdue University 1993 — 1996
BA, Communications
Sieg Marketing LLC January 2010 - Present
UBS January 2007 - June 2011
Perot System @ UBS Investment Bank January 2001 - December 2006
Sieg Promotional Marketing January 2000 - August 2003
Computer Horizons January 1998 - December 2000
Education
Purdue University 1993 — 1996
BA, Communications
Kevin Punch's UBS Experience November 2009 - May 2010
Job
Industry Financial Services
Experience
Morgan Stanley May 2010 - Present
UBS November 2009 - May 2010
Goldman Sachs 1988 - 2009
Skills
Transaction Processing, Business Analysis, Equities, Enterprise Architecture, Project Management, Strategic Planning, Trading Systems
Education
Queens College
BA
Morgan Stanley May 2010 - Present
UBS November 2009 - May 2010
Goldman Sachs 1988 - 2009
Skills
Transaction Processing, Business Analysis, Equities, Enterprise Architecture, Project Management, Strategic Planning, Trading Systems
Education
Queens College
BA
Stephanie Compton's UBS Experience 1999 - 2005
Job Vice President at The Penworthy Company
Industry Libraries
Experience
The Penworthy Company 2008 - Present
Discover Financial Services 2007 - 2008
TEAM Community Academy 2006 - 2007
UBS 1999 - 2005
Education
Loyola University of Chicago - Graduate School of Business
MBA
University of Wisconsin-Madison
BBA
The Penworthy Company 2008 - Present
Discover Financial Services 2007 - 2008
TEAM Community Academy 2006 - 2007
UBS 1999 - 2005
Education
Loyola University of Chicago - Graduate School of Business
MBA
University of Wisconsin-Madison
BBA
Jeremy Tonet, CFA's UBS Experience July 2009 - August 2011
Job Research Analyst, Executive Director at J.P. Morgan
Industry Research
Experience
J.P. Morgan August 2011 - Present
UBS July 2009 - August 2011
UBS June 2007 - July 2009
AllianceBernstein 2004 - 2007
Deutsche Bank August 2001 - April 2004
Skills
Financial Modeling, Trading, Equities, Portfolio Management, Capital Markets
Education
Providence College 1997 — 2001
BA, Major: Political Science, Minor: Finance
J.P. Morgan August 2011 - Present
UBS July 2009 - August 2011
UBS June 2007 - July 2009
AllianceBernstein 2004 - 2007
Deutsche Bank August 2001 - April 2004
Skills
Financial Modeling, Trading, Equities, Portfolio Management, Capital Markets
Education
Providence College 1997 — 2001
BA, Major: Political Science, Minor: Finance
Karina (Palterman) Ousman's UBS Experience April 2006 - January 2007
Job Quality Assurance Engineer
Industry Computer Software
Experience
Portware LLC. (formerly Pipeline Financial Group) February 2007 - Present
UBS April 2006 - January 2007
RTTS 2004 - 2007
Pfizer June 2004 - March 2006
Skills
Test Planning, Test Automation, Quality Center, Testing, SQL, FIX, Trading Systems, Electronic Trading, Test Cases, Databases, Integration, Quality Assurance
Education
Queens College 2000 — 2005
BS & MA, Computer Science
Portware LLC. (formerly Pipeline Financial Group) February 2007 - Present
UBS April 2006 - January 2007
RTTS 2004 - 2007
Pfizer June 2004 - March 2006
Skills
Test Planning, Test Automation, Quality Center, Testing, SQL, FIX, Trading Systems, Electronic Trading, Test Cases, Databases, Integration, Quality Assurance
Education
Queens College 2000 — 2005
BS & MA, Computer Science
Alissa Leffler's UBS Experience September 2006 - May 2010
Job Institutional Equity Sales at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2010 - Present
UBS September 2006 - May 2010
Metropolitan Club Chicago August 2004 - September 2006
Education
Purdue University 2000 — 2004
Bs
Deutsche Bank June 2010 - Present
UBS September 2006 - May 2010
Metropolitan Club Chicago August 2004 - September 2006
Education
Purdue University 2000 — 2004
Bs
Kiran Reddy Dwarakapuram's UBS Experience January 2009 - Present
Job AD at UBS
Industry Information Technology and Services
Experience
UBS January 2009 - Present
UBS Investment Bank 2008 - 2010
First Fututes Software September 2006 - March 2008
Symantec December 2004 - August 2006
Cognizant Technology Solutions. June 2004 - December 2004
Siemens Information Systems Ltd November 2003 - April 2004
Education
PSG College of Technology 2001 — 2004
MCA
University of Madras
UBS January 2009 - Present
UBS Investment Bank 2008 - 2010
First Fututes Software September 2006 - March 2008
Symantec December 2004 - August 2006
Cognizant Technology Solutions. June 2004 - December 2004
Siemens Information Systems Ltd November 2003 - April 2004
Education
PSG College of Technology 2001 — 2004
MCA
University of Madras
Don Casper's UBS Experience 2007 - 2009
Job Broadcast Media Consultant and Contractor
Industry Broadcast Media
Experience
ubs 2007 - 2009
Education
Queen's University 1993 — 1997
ubs 2007 - 2009
Education
Queen's University 1993 — 1997
Shahid Hussain's UBS Experience September 1999 - December 2000
Job Manager at KPMG
Industry Financial Services
Experience
KPMG June 2014 - Present
Citi January 2011 - June 2014
Citigroup February 2007 - January 2011
Citi January 2001 - January 2007
UBS September 1999 - December 2000
Citigroup 1996 - 1999
Skills
Storage, Data Center, IT Service Management, ITIL, Business Continuity, IT Strategy, Integration, Infrastructure, Disaster Recovery, IT Management, Enterprise Architecture, Risk Management, Management, Project Management, Leadership, Business Analysis, SDLC, Storage Area Networks, Servers, Information Technology, IT Operations, Virtualization, VMware, Cloud Computing, Information Security, Team Leadership, Team Management, Vendor Management, PMO, Governance, Service Delivery, Solution Architecture, SAN
Education
Stevens Institute of Technology 2004 — 2006
MS, Management Information Systems
Queens College 1992 — 1996
BA, Accounting & Information Systems
Hillcrest High School 1991 — 1992
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Gordon College Rawalpindi 1989 — 1990
St. Paul's Cambridge School Rawalpindi 1978 — 1988
Secondary School Certificate, Science
KPMG June 2014 - Present
Citi January 2011 - June 2014
Citigroup February 2007 - January 2011
Citi January 2001 - January 2007
UBS September 1999 - December 2000
Citigroup 1996 - 1999
Skills
Storage, Data Center, IT Service Management, ITIL, Business Continuity, IT Strategy, Integration, Infrastructure, Disaster Recovery, IT Management, Enterprise Architecture, Risk Management, Management, Project Management, Leadership, Business Analysis, SDLC, Storage Area Networks, Servers, Information Technology, IT Operations, Virtualization, VMware, Cloud Computing, Information Security, Team Leadership, Team Management, Vendor Management, PMO, Governance, Service Delivery, Solution Architecture, SAN
Education
Stevens Institute of Technology 2004 — 2006
MS, Management Information Systems
Queens College 1992 — 1996
BA, Accounting & Information Systems
Hillcrest High School 1991 — 1992
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Gordon College Rawalpindi 1989 — 1990
St. Paul's Cambridge School Rawalpindi 1978 — 1988
Secondary School Certificate, Science
Andrew Kesler's UBS Experience May 2004 - August 2004
Job Private Equity Accountant at Denham Capital Management
Industry Banking
Experience
Denham Capital Management April 2008 - Present
State Street July 2006 - April 2008
A.G. Edwards & Sons, Inc. August 2005 - December 2005
UBS May 2004 - August 2004
Education
Quinnipiac University 2002 — 2006
B.S., Finance
Quinnipiac University - School of Business 2002 — 2006
Denham Capital Management April 2008 - Present
State Street July 2006 - April 2008
A.G. Edwards & Sons, Inc. August 2005 - December 2005
UBS May 2004 - August 2004
Education
Quinnipiac University 2002 — 2006
B.S., Finance
Quinnipiac University - School of Business 2002 — 2006
Doug Drozdowski's UBS Experience July 2000 - July 2002
Job Vice President at Citizens Bank
Industry Financial Services
Experience
Citizens Bank June 2014 - Present
GL Advisor May 2012 - August 2013
GW & Wade LLC March 2011 - May 2012
GW & Wade Asset Management Company, LLC March 2011 - May 2012
John Hancock September 2006 - March 2011
FINRA (Formerly NASD) September 2005 - September 2006
JP Morgan July 2002 - September 2005
UBS July 2000 - July 2002
Education
Providence College 1996 — 2000
Bachelor of Science (BS), Finance
Don Bosco Preparatory High School
Citizens Bank June 2014 - Present
GL Advisor May 2012 - August 2013
GW & Wade LLC March 2011 - May 2012
GW & Wade Asset Management Company, LLC March 2011 - May 2012
John Hancock September 2006 - March 2011
FINRA (Formerly NASD) September 2005 - September 2006
JP Morgan July 2002 - September 2005
UBS July 2000 - July 2002
Education
Providence College 1996 — 2000
Bachelor of Science (BS), Finance
Don Bosco Preparatory High School
Angie (Groseclose) Tartaglione's UBS Experience February 1999 - November 2012
Job Senior Risk Analyst Model Development COE at GE Capital
Industry Financial Services
Experience
GE Capital October 2013 - Present
UBS February 1999 - November 2012
UBS 1999 - 2005
PaineWebber 1993 - 1999
PaineWebber 1991 - 1993
Skills
Investment Banking, Business Analysis, Derivatives, Financial Reporting, Financial Risk, Business Objects, Business Intelligence, Fixed Income, Accounting, Reporting Applications, Capital Markets, Swaps, SAP BW, Product Control, Internal Audit, Equities, IFRS, Financial Modeling, Financial Services, Credit, Training, Requirements Gathering, Credit Derivatives, Bonds, Middle Office, Bloomberg, Financial Markets, Structured Products, Underwriting, Influence Without..., Influential Communicator, Risk Management
Education
City University of New York-Queens College
BA Accounting and Information Systems, Accounting
St Benedicts
GE Capital October 2013 - Present
UBS February 1999 - November 2012
UBS 1999 - 2005
PaineWebber 1993 - 1999
PaineWebber 1991 - 1993
Skills
Investment Banking, Business Analysis, Derivatives, Financial Reporting, Financial Risk, Business Objects, Business Intelligence, Fixed Income, Accounting, Reporting Applications, Capital Markets, Swaps, SAP BW, Product Control, Internal Audit, Equities, IFRS, Financial Modeling, Financial Services, Credit, Training, Requirements Gathering, Credit Derivatives, Bonds, Middle Office, Bloomberg, Financial Markets, Structured Products, Underwriting, Influence Without..., Influential Communicator, Risk Management
Education
City University of New York-Queens College
BA Accounting and Information Systems, Accounting
St Benedicts
Meg Sheehy's UBS Experience 2004 - 2006
Job Vice President at Credit Suisse
Industry Events Services
Experience
Credit Suisse March 2006 - Present
UBS 2004 - 2006
Education
Providence College 1991 — 1995
Credit Suisse March 2006 - Present
UBS 2004 - 2006
Education
Providence College 1991 — 1995
Igor Zilbert's UBS Experience 2001 - 2002
Job Systems Integration and Financial Reporting Specialist
Industry Financial Services
Experience
eshots, Inc. January 2014 - Present
Breakwater Trading September 2004 - October 2013
JP Morgan Chase April 2003 - August 2004
Predator Investments, LLC January 1999 - December 2002
NET2S December 2000 - November 2002
UBS 2001 - 2002
Ameritech March 1999 - October 1999
Gamma Technologies, Inc July 1998 - January 1999
Information Resources, Inc January 1997 - July 1998
Skills
System Administration, System Design, Data Modeling, Financial Markets, Fixed Income, Settlement, Equities, Derivatives, Futures, Securities, Options, Stocks, Regulatory Capital, SQL, Databases, SQL Server, MySQL, Unix, Linux, Shell Scripting, Perl, Ksh, Technology Integration, Problem Solving, Project Management, Clearing, Middle Office, Netbackup, Volume Management, Market Data, Swaps, Market Risk, Trading Systems, Trading, Hedging, Electronic Trading
Education
Purdue University 1991 — 1996
BS, Computer Science
eshots, Inc. January 2014 - Present
Breakwater Trading September 2004 - October 2013
JP Morgan Chase April 2003 - August 2004
Predator Investments, LLC January 1999 - December 2002
NET2S December 2000 - November 2002
UBS 2001 - 2002
Ameritech March 1999 - October 1999
Gamma Technologies, Inc July 1998 - January 1999
Information Resources, Inc January 1997 - July 1998
Skills
System Administration, System Design, Data Modeling, Financial Markets, Fixed Income, Settlement, Equities, Derivatives, Futures, Securities, Options, Stocks, Regulatory Capital, SQL, Databases, SQL Server, MySQL, Unix, Linux, Shell Scripting, Perl, Ksh, Technology Integration, Problem Solving, Project Management, Clearing, Middle Office, Netbackup, Volume Management, Market Data, Swaps, Market Risk, Trading Systems, Trading, Hedging, Electronic Trading
Education
Purdue University 1991 — 1996
BS, Computer Science
Rakesh Lahoti's UBS Experience June 2009 - August 2009
Job Webmaster at Correction Officers Benevolent Association
Industry Computer Games
Experience
Correction Officers Benevolent Association August 2010 - Present
UBS June 2009 - August 2009
MRUholdings June 2006 - August 2008
Skills
Microsoft Office, Photoshop, Customer Service, Marketing, Outlook, Social Media, Research, Data Analysis
Education
City University of New York-Queens College 2006 — 2009
Bachelor of Arts (B.A.), Economics
Correction Officers Benevolent Association August 2010 - Present
UBS June 2009 - August 2009
MRUholdings June 2006 - August 2008
Skills
Microsoft Office, Photoshop, Customer Service, Marketing, Outlook, Social Media, Research, Data Analysis
Education
City University of New York-Queens College 2006 — 2009
Bachelor of Arts (B.A.), Economics
Joseph Karwosky's UBS Experience October 2007 - December 2010
Job Vice President at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management December 2010 - Present
UBS October 2007 - December 2010
UBS August 2005 - October 2007
Education
Quinnipiac University - School of Business 2001 — 2005
Dual Degree/Major, Finance, Computer Information Systems
Goldman Sachs Asset Management December 2010 - Present
UBS October 2007 - December 2010
UBS August 2005 - October 2007
Education
Quinnipiac University - School of Business 2001 — 2005
Dual Degree/Major, Finance, Computer Information Systems
Philip Kuther's UBS Experience 2000 - 2007
Job Software Developer
Industry Financial Services
Experience
Undisclosed Law February 2008 - Present
UBS 2000 - 2007
Skills
Database Design, Web Development, Oracle, Databases, Spring, PL/SQL, Web Services, Sybase, Web Applications, Programming, C#, XML, HTML, SQL Tuning, UML, SQL, JavaScript, Data Modeling
Education
Queens College 1982 — 1984
Undisclosed Law February 2008 - Present
UBS 2000 - 2007
Skills
Database Design, Web Development, Oracle, Databases, Spring, PL/SQL, Web Services, Sybase, Web Applications, Programming, C#, XML, HTML, SQL Tuning, UML, SQL, JavaScript, Data Modeling
Education
Queens College 1982 — 1984
Richard Napolitano's UBS Experience May 2005 - April 2010
Job Executive Director Capital Advisor at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2013 - Present
Barclays Wealth and Investment Management February 2013 - June 2013
Barclays April 2010 - February 2013
UBS May 2005 - April 2010
Safeco May 2002 - April 2005
Merrill Lynch May 2000 - April 2002
Skills
Portfolio Management, Restricted Stock, Private Banking, ESOP, Lending Solutions, Securities Lending, Credit Analysis, Hedge Funds, Private Equity, Commercial Real Estate, E&P, Rule 144, Financial Statement..., Securities Regulation, Margin, Equity Derivatives, Interest Rate Swaps, REIT, Due Diligence, Series 7, Alternative Investments, Credit, Credit Risk, Market Risk, Loans, High Net Worth..., Commercial Lending, Operational Risk..., Financial Risk, FINRA, Commercial Banking, Bloomberg Terminal, Relationship Management, Risk Management, Loan Origination, Mortgage Lending, Derivatives, Series 63, Structured Products, Securities
Education
Ramapo College of New Jersey 2002 — 2005
MBA, Finance
Quinnipiac University 1996 — 2000
Bachelor's Degree, Economics
J.P. Morgan June 2013 - Present
Barclays Wealth and Investment Management February 2013 - June 2013
Barclays April 2010 - February 2013
UBS May 2005 - April 2010
Safeco May 2002 - April 2005
Merrill Lynch May 2000 - April 2002
Skills
Portfolio Management, Restricted Stock, Private Banking, ESOP, Lending Solutions, Securities Lending, Credit Analysis, Hedge Funds, Private Equity, Commercial Real Estate, E&P, Rule 144, Financial Statement..., Securities Regulation, Margin, Equity Derivatives, Interest Rate Swaps, REIT, Due Diligence, Series 7, Alternative Investments, Credit, Credit Risk, Market Risk, Loans, High Net Worth..., Commercial Lending, Operational Risk..., Financial Risk, FINRA, Commercial Banking, Bloomberg Terminal, Relationship Management, Risk Management, Loan Origination, Mortgage Lending, Derivatives, Series 63, Structured Products, Securities
Education
Ramapo College of New Jersey 2002 — 2005
MBA, Finance
Quinnipiac University 1996 — 2000
Bachelor's Degree, Economics
Elana Vinar's UBS Experience June 2011 - Present
Job Executive Director at UBS Compliance and Operational Risk Control
Industry Financial Services
Experience
UBS June 2011 - Present
Morgan Stanley July 2000 - June 2011
Societe Generale 1995 - 2000
Oppenheimer and Company February 1992 - April 1995
Skills
Equities, Investment Banking, Equity Derivatives, Bonds, Bloomberg, Finance, Treasury, Fixed Income, Derivatives, Structured Products, Operational Risk, Hedge Funds, Capital Markets, High Yield, Financial Modeling, Valuation, Compliance and Testing, Risk Management, Financial Analysis, Investments
Education
City University of New York-Queens College 1987 — 1991
BA, Accounting
Queens College
BA, Accounting
UBS June 2011 - Present
Morgan Stanley July 2000 - June 2011
Societe Generale 1995 - 2000
Oppenheimer and Company February 1992 - April 1995
Skills
Equities, Investment Banking, Equity Derivatives, Bonds, Bloomberg, Finance, Treasury, Fixed Income, Derivatives, Structured Products, Operational Risk, Hedge Funds, Capital Markets, High Yield, Financial Modeling, Valuation, Compliance and Testing, Risk Management, Financial Analysis, Investments
Education
City University of New York-Queens College 1987 — 1991
BA, Accounting
Queens College
BA, Accounting
Sam Bae's UBS Experience Mac Engineering and SupportUBS Financial Services Inc.1999 - Present
Job Senior Associate at UBS
Industry Information Technology and Services
Experience
UBS Mac Engineering and SupportUBS Financial Services Inc.1999 - Present
Education
Queens College 1999 — 2003
UBS Mac Engineering and SupportUBS Financial Services Inc.1999 - Present
Education
Queens College 1999 — 2003
Adrian Sankar's UBS Experience June 2005 - June 2011
Job Sr. Infrastructure Engineer at The New York Times
Industry Publishing
Experience
The New York Times June 2011 - Present
UBS June 2005 - June 2011
Sound Shore Medical Systems of Westchester February 2000 - June 2005
Mount Vernon Hospital April 1997 - February 2000
Skills
Virtualization, Solaris, ITIL, System Administration, Disaster Recovery, Enterprise Architecture, IT Strategy, Vendor Management, Microsoft Exchange, VMware, IIS, Infrastructure, Windows Server, Active Directory, VMware ESX, IT Management, Citrix, Data Center, Servers, Perl
Education
City University of New York-Queens College 1997 — 2001
BA, Computer Science
The New York Times June 2011 - Present
UBS June 2005 - June 2011
Sound Shore Medical Systems of Westchester February 2000 - June 2005
Mount Vernon Hospital April 1997 - February 2000
Skills
Virtualization, Solaris, ITIL, System Administration, Disaster Recovery, Enterprise Architecture, IT Strategy, Vendor Management, Microsoft Exchange, VMware, IIS, Infrastructure, Windows Server, Active Directory, VMware ESX, IT Management, Citrix, Data Center, Servers, Perl
Education
City University of New York-Queens College 1997 — 2001
BA, Computer Science
Sheila Porter, SPHR, SHRM-SCP's UBS Experience June 2002 - Present
Job Director, Human Resources UBS
Industry Financial Services
Experience
UBS June 2002 - Present
Maximum Management March 1999 - June 2002
Microsoft September 1997 - February 1999
GE Capital 1995 - 1997
Skills
Human Resources, Performance Management, Talent Management, Talent Acquisition, Onboarding, HRIS, Deferred Compensation, Program Management, Succession Planning, Employee Engagement
Education
Purchase College, SUNY
Bachelor of Arts, Political Science
UBS June 2002 - Present
Maximum Management March 1999 - June 2002
Microsoft September 1997 - February 1999
GE Capital 1995 - 1997
Skills
Human Resources, Performance Management, Talent Management, Talent Acquisition, Onboarding, HRIS, Deferred Compensation, Program Management, Succession Planning, Employee Engagement
Education
Purchase College, SUNY
Bachelor of Arts, Political Science
Eric Madeson's UBS Experience 1997 - 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fortress Investment Group July 2014 - May 2015
Reval January 2009 - July 2014
Independent Contractor 2007 - 2009
UBS 1997 - 2007
Acclaim Entertainment 1995 - 1997
Ogilvy & Mather 1992 - 1995
The Boston Consulting Group 1989 - 1992
Skills
Disaster Recovery, Data Center, IT Strategy, ISO 27001, ISO 9001, Cyber-security, Risk Management, Information Security, Network Security, Vendor Management, Regulatory Compliance, Business Analysis, Cloud Computing, SaaS, IT Management, Project Management, Information Technology, Program Management, CRM, Virtualization, Cisco Technologies, Software Project..., Enterprise Software, Outsourcing, SDLC, Trading Systems, Financial Services, Change Management, NIST, Integration, PMO, Market Data, PMP, Enterprise Architecture, Requirements Analysis, Project Portfolio..., Business Process..., Business Process, Start-ups, IT Operations, Servers
Education
City University of New York-Queens College 1985 — 1993
BS, Computer Science
Fortress Investment Group July 2014 - May 2015
Reval January 2009 - July 2014
Independent Contractor 2007 - 2009
UBS 1997 - 2007
Acclaim Entertainment 1995 - 1997
Ogilvy & Mather 1992 - 1995
The Boston Consulting Group 1989 - 1992
Skills
Disaster Recovery, Data Center, IT Strategy, ISO 27001, ISO 9001, Cyber-security, Risk Management, Information Security, Network Security, Vendor Management, Regulatory Compliance, Business Analysis, Cloud Computing, SaaS, IT Management, Project Management, Information Technology, Program Management, CRM, Virtualization, Cisco Technologies, Software Project..., Enterprise Software, Outsourcing, SDLC, Trading Systems, Financial Services, Change Management, NIST, Integration, PMO, Market Data, PMP, Enterprise Architecture, Requirements Analysis, Project Portfolio..., Business Process..., Business Process, Start-ups, IT Operations, Servers
Education
City University of New York-Queens College 1985 — 1993
BS, Computer Science
Rebecca Dutton's UBS Experience April 2003 - June 2010
Job Client Representative and Executive Assistant at Marsh
Industry Performing Arts
Experience
Marsh September 2010 - Present
Out of hand Theater January 2006 - Present
UBS April 2003 - June 2010
Skills
Acting, Theatre, Event Planning, Social Media, Event Management, Editing, Microsoft Office, Entertainment, Customer Service, Creative Writing
Education
University of Utah 1997 — 2000
Bachelor of Fine Arts (BFA), Acting
Purchase College, SUNY 1995 — 1997
Acting
Interlochen Arts Academy 1994 — 1995
Theatre
St. Georges School-Spokane WA 1983 — 1994
Marsh September 2010 - Present
Out of hand Theater January 2006 - Present
UBS April 2003 - June 2010
Skills
Acting, Theatre, Event Planning, Social Media, Event Management, Editing, Microsoft Office, Entertainment, Customer Service, Creative Writing
Education
University of Utah 1997 — 2000
Bachelor of Fine Arts (BFA), Acting
Purchase College, SUNY 1995 — 1997
Acting
Interlochen Arts Academy 1994 — 1995
Theatre
St. Georges School-Spokane WA 1983 — 1994
Jessica Rodino's UBS Experience May 2012 - Present
Job Talent Acquisition Professional at UBS
Industry Financial Services
Experience
UBS May 2012 - Present
UBS June 2007 - November 2012
UBS Investment Bank July 2006 - June 2007
UBS Investment Bank April 2004 - July 2006
UBS Investment Bank April 2003 - April 2004
UBS Investment Bank May 2002 - April 2003
Citizens Financial Bank October 2000 - May 2002
Skills
Prime Brokerage, Hedge Funds, Investment Banking, Talent Acquisition, Talent Management, Settlement, Recruiting, Equities, Fixed Income, Financial Services
Education
Providence College
Bachelor of Arts (BA), Quantitative Economics & Finance
UBS May 2012 - Present
UBS June 2007 - November 2012
UBS Investment Bank July 2006 - June 2007
UBS Investment Bank April 2004 - July 2006
UBS Investment Bank April 2003 - April 2004
UBS Investment Bank May 2002 - April 2003
Citizens Financial Bank October 2000 - May 2002
Skills
Prime Brokerage, Hedge Funds, Investment Banking, Talent Acquisition, Talent Management, Settlement, Recruiting, Equities, Fixed Income, Financial Services
Education
Providence College
Bachelor of Arts (BA), Quantitative Economics & Finance
David Santorsola's UBS Experience 2000 - 2008
Job Business Development Professional
Industry Financial Services
Experience
Hitachi Capital America 2010 - 2012
UBS Investment Bank March 2008 - February 2009
UBS 2000 - 2008
2003-2007UBS July 2003 - December 2007
UBS Investment Bank January 1998 - December 2007
US Treasury January 2000 - January 2003
US Treasury January 1998 - January 2000
Skills
Fixed Income, Trading, Bloomberg, Hedge Funds, Securities, Electronic Trading, Valuation, Banking, Structured Products, Back Office, Credit, Series 63, Management, Settlement, Sales
Education
Purchase College, SUNY
Bachelor’s Degree
SUNY Westchester
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
pchs
Hitachi Capital America 2010 - 2012
UBS Investment Bank March 2008 - February 2009
UBS 2000 - 2008
2003-2007UBS July 2003 - December 2007
UBS Investment Bank January 1998 - December 2007
US Treasury January 2000 - January 2003
US Treasury January 1998 - January 2000
Skills
Fixed Income, Trading, Bloomberg, Hedge Funds, Securities, Electronic Trading, Valuation, Banking, Structured Products, Back Office, Credit, Series 63, Management, Settlement, Sales
Education
Purchase College, SUNY
Bachelor’s Degree
SUNY Westchester
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
pchs
Vikas Dhir's UBS Experience 2007 - 2008
Job Vice President, Test Manager at Markit
Industry Financial Services
Andy Byer, CIMA's UBS Experience 2000 - 2004
Job Head of National Sales for Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2008 - Present
Wachovia Securities 2004 - 2008
UBS 2000 - 2004
Painewebber 1997 - 1999
Skills
Wealth Management, Finance, Sales, Financial Advisory, Series 7, Separately Managed..., Retirement Planning, Banking, Coaching, Financial Analysis, Alternative Investments, Investment Advisory, Mutual Funds, Series 63, Wealth Management...
Education
Radford University 1990 — 1994
Wells Fargo Advisors 2008 - Present
Wachovia Securities 2004 - 2008
UBS 2000 - 2004
Painewebber 1997 - 1999
Skills
Wealth Management, Finance, Sales, Financial Advisory, Series 7, Separately Managed..., Retirement Planning, Banking, Coaching, Financial Analysis, Alternative Investments, Investment Advisory, Mutual Funds, Series 63, Wealth Management...
Education
Radford University 1990 — 1994
Ted Morreale's UBS Experience UNIX Systems AdministratorUBS Investment Bank1987 - Present
Job Systems Administrator at UBS
Industry Financial Services
Experience
UBS UNIX Systems AdministratorUBS Investment Bank1987 - Present
Skills
NIS, Veritas Volume Manager, Unix Shell Scripting, Solaris, Unix, Veritas Cluster Server
Education
City University of New York-Queens College 1979 — 1984
Bachelor of Arts, Computer Science
UBS UNIX Systems AdministratorUBS Investment Bank1987 - Present
Skills
NIS, Veritas Volume Manager, Unix Shell Scripting, Solaris, Unix, Veritas Cluster Server
Education
City University of New York-Queens College 1979 — 1984
Bachelor of Arts, Computer Science
Jairo Lozano's UBS Experience 1990 - 1995
Job Vice President Global Payroll at Rabobank International
Industry Financial Services
Experience
Rabobank International October 2012 - May 2013
Steve Madden November 2010 - June 2012
Commerzbank AG October 2005 - February 2010
Sanofi February 2004 - October 2005
Ziff Davis Media June 1997 - February 2004
Conde Nast 1996 - 1997
Barclays Wealth and Investment Management 1995 - 1996
UBS 1990 - 1995
Morgan Stanley 1985 - 1990
Skills
Payroll, PeopleSoft, HRIS, Employee Benefits, Human Resources, ADP Payroll, Deferred Compensation, Account Reconciliation, Accounting, Sarbanes-Oxley Act, Auditing, General Ledger, Internal Controls, Personnel Management, Accounts Payable, Accounts Receivable, Budgets, Finance, Management, Mergers & Acquisitions
Education
City University of New York-Queens College 1981 — 1985
Bachelor's degree, Economics
Aviation High School 1972 — 1976
HSD, Aviation
Rabobank International October 2012 - May 2013
Steve Madden November 2010 - June 2012
Commerzbank AG October 2005 - February 2010
Sanofi February 2004 - October 2005
Ziff Davis Media June 1997 - February 2004
Conde Nast 1996 - 1997
Barclays Wealth and Investment Management 1995 - 1996
UBS 1990 - 1995
Morgan Stanley 1985 - 1990
Skills
Payroll, PeopleSoft, HRIS, Employee Benefits, Human Resources, ADP Payroll, Deferred Compensation, Account Reconciliation, Accounting, Sarbanes-Oxley Act, Auditing, General Ledger, Internal Controls, Personnel Management, Accounts Payable, Accounts Receivable, Budgets, Finance, Management, Mergers & Acquisitions
Education
City University of New York-Queens College 1981 — 1985
Bachelor's degree, Economics
Aviation High School 1972 — 1976
HSD, Aviation
Jesse Nolan's UBS Experience June 2012 - March 2015
Job Manager, Derivative Operations, Prudential Fixed Income
Industry Financial Services
Experience
Prudential Financial March 2015 - Present
UBS June 2012 - March 2015
UBS Investment Bank September 2006 - June 2012
Investors Bank & Trust 2001 - 2006
Skills
Collateral Management, Investment Banking, Team Management, Financial Services, Management, Middle Office, Risk Management
Education
Providence College 1996 — 2000
Bachelor of Science, Marketing
Prudential Financial March 2015 - Present
UBS June 2012 - March 2015
UBS Investment Bank September 2006 - June 2012
Investors Bank & Trust 2001 - 2006
Skills
Collateral Management, Investment Banking, Team Management, Financial Services, Management, Middle Office, Risk Management
Education
Providence College 1996 — 2000
Bachelor of Science, Marketing
Keith Lum's UBS Experience January 2005 - Present
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS January 2005 - Present
Fund Evaluation Group, LLC February 1998 - February 2004
Skills
Series 7, Series 66, Wealth Management..., Portfolio Management, Asset Management, Retirement Planning, Life, Health and...
Education
Xavier University 2000 — 2002
MBA, Finance
Purdue University 1987 — 1992
UBS January 2005 - Present
Fund Evaluation Group, LLC February 1998 - February 2004
Skills
Series 7, Series 66, Wealth Management..., Portfolio Management, Asset Management, Retirement Planning, Life, Health and...
Education
Xavier University 2000 — 2002
MBA, Finance
Purdue University 1987 — 1992
Chris Karaiskos's UBS Experience March 2009 - Present
Job Accounting Professional
Industry Accounting
Experience
UBS March 2009 - Present
Skills
Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, QuickBooks, Bookkeeping, Accounts Payable, Tax, Auditing, Journal Entries, Accounts Receivable, Tax Preparation, Internal Controls, Income Tax, GAAP, Tax Returns, Payroll, Financial Analysis, Financial Statements, Fixed Assets
Education
Saint John's University
Master of Business Administration (MBA), International Finance
Queens College
Bachelor of Arts (BA), Accounting
UBS March 2009 - Present
Skills
Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, QuickBooks, Bookkeeping, Accounts Payable, Tax, Auditing, Journal Entries, Accounts Receivable, Tax Preparation, Internal Controls, Income Tax, GAAP, Tax Returns, Payroll, Financial Analysis, Financial Statements, Fixed Assets
Education
Saint John's University
Master of Business Administration (MBA), International Finance
Queens College
Bachelor of Arts (BA), Accounting
Moses D. Robinson's UBS Experience 1998 - 2000
Job NOC manager at Townsend Analytics
Industry Information Technology and Services
Experience
Townsend Analytics/RealTick October 1999 - Present
UBS 1998 - 2000
Track Data Corp 1989 - 2000
Skills
Cloud Computing, Linux, Network Security, Security, IT Security, ITIL v3 Foundations..., Security + Certified, Linux + Certified, Member of the Linux..., Information Security, Cisco Technologies, Networking, Firewalls, Active Directory, Integration, IT Management, Unix, Disaster Recovery
Education
Purdue University Calumet 2008 — 2010
Computer Science
Southern University and Agricultural and Mechanical College at Baton Rouge 1990 — 1993
Electrical Engineering
Devry Institute of Technology 1988 — 1990
Associate, Electrical Technician
Townsend Analytics/RealTick October 1999 - Present
UBS 1998 - 2000
Track Data Corp 1989 - 2000
Skills
Cloud Computing, Linux, Network Security, Security, IT Security, ITIL v3 Foundations..., Security + Certified, Linux + Certified, Member of the Linux..., Information Security, Cisco Technologies, Networking, Firewalls, Active Directory, Integration, IT Management, Unix, Disaster Recovery
Education
Purdue University Calumet 2008 — 2010
Computer Science
Southern University and Agricultural and Mechanical College at Baton Rouge 1990 — 1993
Electrical Engineering
Devry Institute of Technology 1988 — 1990
Associate, Electrical Technician
Barry Beigelman's UBS Experience 2008 - 2008
Job Business Analyst, Project Manager, Coordinator at Infosol
Industry Financial Services
Joseph Anastasio's UBS Experience 1998 - Present
Job Vice President Investments and Senior Portfolio Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. March 2005 - Present
UBS 1998 - Present
Masco Corporation September 1990 - February 1998
Education
Queens College
BA, Economics
Saint John's University
MBA, Finance and Business Administration
UBS Financial Services Inc. March 2005 - Present
UBS 1998 - Present
Masco Corporation September 1990 - February 1998
Education
Queens College
BA, Economics
Saint John's University
MBA, Finance and Business Administration
Harman Jassal's UBS Experience 2008 - 2012
Job Senior Specialist Platform at Sapient
Industry Information Technology and Services
Experience
Sapient Global Markets August 2004 - Present
UBS 2008 - 2012
Spice Telecom September 2003 - July 2004
Skills
Core Java, Spring, JMS, Struts, JUnit, Hibernate, J2EE Application..., REST, Java, ElasticSearch, Ehcache, Google Analytics, Hitbox, Vignette Portal, TDD, CEP, Esper, Oracle, Ant, Test Driven Development, Multithreading, Vignette CMS, ActiveMQ, TIBCO, TIBCO Rendezvous, Maven2, Fitnesse, Varnish, Hamcrest, JGroups, Kerberos, Httpd, Hibernate 3.1, Graphite, Docker, Influxdb, Grafana, Amazon EC2, Java Enterprise Edition, Spring Framework
Education
Punjab Technical University 1999 — 2003
Bachelor of Technology (B.Tech.), Computer Science
Sapient Global Markets August 2004 - Present
UBS 2008 - 2012
Spice Telecom September 2003 - July 2004
Skills
Core Java, Spring, JMS, Struts, JUnit, Hibernate, J2EE Application..., REST, Java, ElasticSearch, Ehcache, Google Analytics, Hitbox, Vignette Portal, TDD, CEP, Esper, Oracle, Ant, Test Driven Development, Multithreading, Vignette CMS, ActiveMQ, TIBCO, TIBCO Rendezvous, Maven2, Fitnesse, Varnish, Hamcrest, JGroups, Kerberos, Httpd, Hibernate 3.1, Graphite, Docker, Influxdb, Grafana, Amazon EC2, Java Enterprise Edition, Spring Framework
Education
Punjab Technical University 1999 — 2003
Bachelor of Technology (B.Tech.), Computer Science
Scott Castellano's UBS Experience March 1996 - June 1998
Job Global Technology Infrastructure Real Estate
Industry Financial Services
Experience
Investment Bank July 2015 - Present
Pride Technologies May 2014 - Present
BNY Mellon January 2013 - June 2014
Adecco October 2010 - December 2011
Diocese of Rockville Centre October 2009 - September 2010
Goldman Sachs&Co. 2000 - 2009
Chase Manhattan Bank 1998 - 2000
UBS March 1996 - June 1998
Lehman Brothers August 1992 - March 1996
J.P. Morgan March 1989 - March 1991
Skills
Change Management, Business Analysis, Process Improvement, IT Strategy, Program Management, Financial Services, Business Process..., Talent Management, Outsourcing, Strategic Planning, Management Consulting, Business Strategy, Visio, Business Intelligence, Disaster Recovery, Team Building, Vendor Management, PMP, CRM, Process Engineering, IT Management, PMO, Integration, Strategy, Management, Project Portfolio..., Business Process, Fixed Income, MS Project, Team Leadership, Mergers & Acquisitions, Banking, Enterprise Architecture, Operations Management, Telecommunications, Team Management, Resource Management, Leadership, Business Continuity, Product Management, ITIL, Business Process..., Information Technology, Equities, Requirements Analysis, Portfolio Management, Cross-functional Team..., Analysis, Market Data, Requirements Gathering
Education
Providence College 1976 — 1978
BS, Business Management
Chaminade High School
Investment Bank July 2015 - Present
Pride Technologies May 2014 - Present
BNY Mellon January 2013 - June 2014
Adecco October 2010 - December 2011
Diocese of Rockville Centre October 2009 - September 2010
Goldman Sachs&Co. 2000 - 2009
Chase Manhattan Bank 1998 - 2000
UBS March 1996 - June 1998
Lehman Brothers August 1992 - March 1996
J.P. Morgan March 1989 - March 1991
Skills
Change Management, Business Analysis, Process Improvement, IT Strategy, Program Management, Financial Services, Business Process..., Talent Management, Outsourcing, Strategic Planning, Management Consulting, Business Strategy, Visio, Business Intelligence, Disaster Recovery, Team Building, Vendor Management, PMP, CRM, Process Engineering, IT Management, PMO, Integration, Strategy, Management, Project Portfolio..., Business Process, Fixed Income, MS Project, Team Leadership, Mergers & Acquisitions, Banking, Enterprise Architecture, Operations Management, Telecommunications, Team Management, Resource Management, Leadership, Business Continuity, Product Management, ITIL, Business Process..., Information Technology, Equities, Requirements Analysis, Portfolio Management, Cross-functional Team..., Analysis, Market Data, Requirements Gathering
Education
Providence College 1976 — 1978
BS, Business Management
Chaminade High School
Dave Leavitt's UBS Experience January 2015 - Present
Job Executive Director – Group Production Services Transformation Management at UBS
Industry Information Technology and Services
Experience
UBS January 2015 - Present
UBS March 2014 - December 2014
UBS June 2013 - March 2014
UBS October 2012 - June 2013
UBS 2010 - October 2012
UBS 2008 - 2010
UBS February 2005 - July 2008
UBS August 2000 - February 2005
DSL.Net October 1999 - August 2000
Drinx Unlimited February 1999 - October 1999
Skills
Investment Banking, Trading Systems, Business Analysis, Banking, Change Management, Project Management, Program Management, Financial Services, Vendor Management, ITIL, Service Delivery, Integration, Project Delivery, IT Strategy, Enterprise Architecture, Leadership, Project Planning, Project Portfolio..., PMO, Stakeholder Management, Disaster Recovery, Risk Management, Governance, Outsourcing, SDLC
Education
Quinnipiac University 1985 — 1988
Bachelor of Science (B.S.), Marketing
UBS January 2015 - Present
UBS March 2014 - December 2014
UBS June 2013 - March 2014
UBS October 2012 - June 2013
UBS 2010 - October 2012
UBS 2008 - 2010
UBS February 2005 - July 2008
UBS August 2000 - February 2005
DSL.Net October 1999 - August 2000
Drinx Unlimited February 1999 - October 1999
Skills
Investment Banking, Trading Systems, Business Analysis, Banking, Change Management, Project Management, Program Management, Financial Services, Vendor Management, ITIL, Service Delivery, Integration, Project Delivery, IT Strategy, Enterprise Architecture, Leadership, Project Planning, Project Portfolio..., PMO, Stakeholder Management, Disaster Recovery, Risk Management, Governance, Outsourcing, SDLC
Education
Quinnipiac University 1985 — 1988
Bachelor of Science (B.S.), Marketing
Christopher Dethwick's UBS Experience May 2007 - December 2008
Job Options
Industry Financial Services
Experience
Barclays Capital 2011 - Present
UBS May 2007 - December 2008
Deutsche Bank January 1997 - May 2007
Morgan Stanley 1980 - 1997
Education
Queens College 1989 — 1996
BA, Accounting/Economics
Barclays Capital 2011 - Present
UBS May 2007 - December 2008
Deutsche Bank January 1997 - May 2007
Morgan Stanley 1980 - 1997
Education
Queens College 1989 — 1996
BA, Accounting/Economics
Francine Hoyt's UBS Experience 1994 - Present
Job Chief Compliance Officer
Industry Financial Services
Experience
UBS Financial Services Inc. September 1994 - Present
UBS 1994 - Present
Pitney Hardin Kipp & szuch September 1991 - August 1994
ChoiceCare 1986 - 1990
Skills
Securities, Hedge Funds, FINRA, Equities, Corporate Governance, Private Equity, Securities Regulation, Portfolio Management, Capital Markets, Corporate Law, Investment Banking, Series 7, Series 63, Due Diligence, Financial Risk, Retirement, Fixed Income, Mergers & Acquisitions, Wealth Management, Employment Law, Estate Planning, Alternative Investments, Asset Management, Risk Management, Asset Allocation, AML, Financial Services, Financial Regulation, Investment Management, Investment Advisory, Investments
Education
Rutgers University School of Law - Newark 1988 — 1991
JD, Law
University of New Hampshire 1984 — 1986
BS, Health Care Administration
Quinnipiac University 1982 — 1984
BS, Health Administration and Planning
UBS Financial Services Inc. September 1994 - Present
UBS 1994 - Present
Pitney Hardin Kipp & szuch September 1991 - August 1994
ChoiceCare 1986 - 1990
Skills
Securities, Hedge Funds, FINRA, Equities, Corporate Governance, Private Equity, Securities Regulation, Portfolio Management, Capital Markets, Corporate Law, Investment Banking, Series 7, Series 63, Due Diligence, Financial Risk, Retirement, Fixed Income, Mergers & Acquisitions, Wealth Management, Employment Law, Estate Planning, Alternative Investments, Asset Management, Risk Management, Asset Allocation, AML, Financial Services, Financial Regulation, Investment Management, Investment Advisory, Investments
Education
Rutgers University School of Law - Newark 1988 — 1991
JD, Law
University of New Hampshire 1984 — 1986
BS, Health Care Administration
Quinnipiac University 1982 — 1984
BS, Health Administration and Planning
Harish Prabhu's UBS Experience May 2012 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS May 2012 - Present
RBC Capital Markets June 2010 - August 2012
Merrill Lynch August 2004 - June 2010
Datacore Systems February 1998 - August 2004
Medco October 2002 - July 2004
Aetna May 1998 - September 2002
Datamatics 1996 - 1998
Skills
Trading Systems, TIBCO Rendezvous, TIBCO EMS, Equities
Education
Pune Institute of Computer Technology 1990 — 1994
Bachelor of Engineering (BE), Computer Engineering
UBS May 2012 - Present
RBC Capital Markets June 2010 - August 2012
Merrill Lynch August 2004 - June 2010
Datacore Systems February 1998 - August 2004
Medco October 2002 - July 2004
Aetna May 1998 - September 2002
Datamatics 1996 - 1998
Skills
Trading Systems, TIBCO Rendezvous, TIBCO EMS, Equities
Education
Pune Institute of Computer Technology 1990 — 1994
Bachelor of Engineering (BE), Computer Engineering
Jim Perrine, CFP®'s UBS Experience 2005 - 2007
Job Senior Wealth Planner at PNC Bank
Industry Banking
Experience
PNC Bank September 2010 - Present
National City October 2007 - December 2008
UBS 2005 - 2007
Key Bank 2001 - 2007
Mercer Global Advisors 1994 - 2000
Skills
Wealth Management, Retirement Planning, Wealth, Estate Planning, Financial Planning, Asset Allocation, Strategic Financial..., Banking, Financial Planners, Portfolio Management, Mutual Funds, Small Business, Investment Advisory, Investments, Wealth Management..., High Net Worth..., Retirement, Series 7, Private Banking, Investment Management, Financial Advisory, Investment Strategies, Finance, Series 63, Asset Management, Uniform Combined State..., Financial Services, Securities, Loans, Trust Services, Alternative Investments, Mortgage Lending, Series 65, Relationship Management, Equities, Life Insurance, Pensions, Series 24, 401k, Credit, Insurance, Financial Risk
Education
Purdue University - Krannert School of Management 1989 — 1995
Bachelor of Science, Business
Bay Village
Bay Village
PNC Bank September 2010 - Present
National City October 2007 - December 2008
UBS 2005 - 2007
Key Bank 2001 - 2007
Mercer Global Advisors 1994 - 2000
Skills
Wealth Management, Retirement Planning, Wealth, Estate Planning, Financial Planning, Asset Allocation, Strategic Financial..., Banking, Financial Planners, Portfolio Management, Mutual Funds, Small Business, Investment Advisory, Investments, Wealth Management..., High Net Worth..., Retirement, Series 7, Private Banking, Investment Management, Financial Advisory, Investment Strategies, Finance, Series 63, Asset Management, Uniform Combined State..., Financial Services, Securities, Loans, Trust Services, Alternative Investments, Mortgage Lending, Series 65, Relationship Management, Equities, Life Insurance, Pensions, Series 24, 401k, Credit, Insurance, Financial Risk
Education
Purdue University - Krannert School of Management 1989 — 1995
Bachelor of Science, Business
Bay Village
Bay Village
Daniel Dinesh's UBS Experience November 2012 - October 2013
Job Senior Manager at Cognizant Technology Solutions
Industry Computer Software
Experience
UBS November 2012 - October 2013
JPMorgan Chase September 2009 - November 2012
JPMorgan Chase 2004 - 2007
Skills
ETL, Data Warehousing, Oracle, Business Intelligence, Performance Tuning, Requirements Gathering, Data Modeling, Enterprise Architecture, Requirements Analysis, SQL, Teradata, Databases, SDLC, PL/SQL, Unix, Business Analysis, Software Project..., Cognos, DB2, Solution Architecture, Agile Methodologies, Informatica, Software Development, Java Enterprise Edition, Data Migration, SharePoint, Data Warehouse..., SSIS, Data Integration, Agile Project Management, Systems Analysis, Global Delivery, Unix Shell Scripting, Database Design, Web Services, Testing, Business Objects, Master Data Management, Websphere, IT Strategy, Weblogic, Business Requirements, Pre-sales, SSRS, Sybase, Integration, Visio, PMP, SOA, User Acceptance Testing
Education
PSG College of Technology 1997 — 2002
BE, Electrical and Electronics
Mount Zion
UBS November 2012 - October 2013
JPMorgan Chase September 2009 - November 2012
JPMorgan Chase 2004 - 2007
Skills
ETL, Data Warehousing, Oracle, Business Intelligence, Performance Tuning, Requirements Gathering, Data Modeling, Enterprise Architecture, Requirements Analysis, SQL, Teradata, Databases, SDLC, PL/SQL, Unix, Business Analysis, Software Project..., Cognos, DB2, Solution Architecture, Agile Methodologies, Informatica, Software Development, Java Enterprise Edition, Data Migration, SharePoint, Data Warehouse..., SSIS, Data Integration, Agile Project Management, Systems Analysis, Global Delivery, Unix Shell Scripting, Database Design, Web Services, Testing, Business Objects, Master Data Management, Websphere, IT Strategy, Weblogic, Business Requirements, Pre-sales, SSRS, Sybase, Integration, Visio, PMP, SOA, User Acceptance Testing
Education
PSG College of Technology 1997 — 2002
BE, Electrical and Electronics
Mount Zion
Mark Oshry's UBS Experience October 2010 - June 2011
Job Eze Software Group
Industry Financial Services
Experience
Eze Software Group July 2015 - Present
Eze Software Group December 2012 - Present
Public Consulting Group June 2011 - December 2012
UBS October 2010 - June 2011
Skills
Microsoft Office, Data Analysis, Access, SQL, Microsoft SQL Server
Education
Quinnipiac University - School of Business 2010 — 2011
Masters, Business Administration
Quinnipiac University 2006 — 2010
BS, Business Management
Eze Software Group July 2015 - Present
Eze Software Group December 2012 - Present
Public Consulting Group June 2011 - December 2012
UBS October 2010 - June 2011
Skills
Microsoft Office, Data Analysis, Access, SQL, Microsoft SQL Server
Education
Quinnipiac University - School of Business 2010 — 2011
Masters, Business Administration
Quinnipiac University 2006 — 2010
BS, Business Management
Alex tovar's UBS Experience auditRNB2000 - 2004
Job Market Risk Group at UBS
Industry Financial Services
Experience
UBS auditRNB2000 - 2004
Education
Queens College 1985 — 1992
1992, Accounting
UBS auditRNB2000 - 2004
Education
Queens College 1985 — 1992
1992, Accounting
Dominique Barker's UBS Experience September 2001 - February 2003
Job Vice President, Senior Research Analyst, CIBC Global Asset Management
Industry Financial Services
Experience
CIBC Global Asset Management October 2010 - Present
CarbonFree Technology September 2009 - October 2010
Credit Suisse July 2003 - June 2009
UBS September 2001 - February 2003
TD Newcrest September 1999 - June 2001
Skills
Business Development, Wind, Alternative Energy, Energy, Renewable Energy, Solar Energy, Investment Banking, Financial Analysis, Due Diligence
Education
University of Toronto 1995 — 1997
MBA, major in accounting
Queen's University 1990 — 1995
BSc. Eng., Civil Engineering
CIBC Global Asset Management October 2010 - Present
CarbonFree Technology September 2009 - October 2010
Credit Suisse July 2003 - June 2009
UBS September 2001 - February 2003
TD Newcrest September 1999 - June 2001
Skills
Business Development, Wind, Alternative Energy, Energy, Renewable Energy, Solar Energy, Investment Banking, Financial Analysis, Due Diligence
Education
University of Toronto 1995 — 1997
MBA, major in accounting
Queen's University 1990 — 1995
BSc. Eng., Civil Engineering
Julie Boudreau's UBS Experience June 2000 - June 2003
Job Treasurer at GFL Environmental Inc.
Industry Financial Services
Experience
GFL Environmental Inc. April 2014 - Present
Ontario Financing Authority February 2009 - April 2014
Waste Services, Inc. March 2004 - December 2008
CIBC October 2003 - March 2004
UBS June 2000 - June 2003
Skills
Treasury Management, Corporate Finance, Valuation, Financial Analysis, Investment Banking, Bloomberg, Financial Modeling, Project Management, Capital Markets, Fixed Income, Equities, Bloomberg Terminal, Equity Valuation, Economics, Investments, Financial Markets
Education
Queen's University 1996 — 2000
Bachelor of Commerce (BCom), Accounting and Finance
GFL Environmental Inc. April 2014 - Present
Ontario Financing Authority February 2009 - April 2014
Waste Services, Inc. March 2004 - December 2008
CIBC October 2003 - March 2004
UBS June 2000 - June 2003
Skills
Treasury Management, Corporate Finance, Valuation, Financial Analysis, Investment Banking, Bloomberg, Financial Modeling, Project Management, Capital Markets, Fixed Income, Equities, Bloomberg Terminal, Equity Valuation, Economics, Investments, Financial Markets
Education
Queen's University 1996 — 2000
Bachelor of Commerce (BCom), Accounting and Finance
Shaheen Nagibe's UBS Experience February 2005 - August 2007
Job Sales and Finance
Industry Law Practice
Experience
T-Mobile October 2013 - January 2015
Education Reform Now Advocacy November 2012 - October 2013
Chase August 2007 - August 2008
UBS February 2005 - August 2007
Skills
Microsoft Office, Legal Writing, Legal Research, Microsoft Word, PowerPoint, Customer Service, Strategic Planning
Education
Queens College 2003 — 2007
B.S. Sociology
Queens College, City University of New York 2003 — 2007
Bachelor of Arts (B.A.), Sociology, 3.2
T-Mobile October 2013 - January 2015
Education Reform Now Advocacy November 2012 - October 2013
Chase August 2007 - August 2008
UBS February 2005 - August 2007
Skills
Microsoft Office, Legal Writing, Legal Research, Microsoft Word, PowerPoint, Customer Service, Strategic Planning
Education
Queens College 2003 — 2007
B.S. Sociology
Queens College, City University of New York 2003 — 2007
Bachelor of Arts (B.A.), Sociology, 3.2
Kenneth Leeds's UBS Experience August 1995 - Present
Job Sybase Database Administrator at UBS
Industry Financial Services
Experience
UBS August 1995 - Present
Wakefern Food Corporation 1990 - August 1995
AT&T 1985 - 1990
Education
Queens College 1979 — 1983
BA, Computer Science
UBS August 1995 - Present
Wakefern Food Corporation 1990 - August 1995
AT&T 1985 - 1990
Education
Queens College 1979 — 1983
BA, Computer Science
Steven Annunziato's UBS Experience November 2011 - November 2013
Job Alternative Investment Specialist at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management November 2013 - Present
Hudson Venture Group 2009 - 2014
UBS November 2011 - November 2013
UBS Investment Bank July 2010 - November 2011
Skills
Securities, Microsoft Excel, Series 7, Bloomberg, Hedge Funds, Trading, Equities, Microsoft Word, Series 63, Microsoft Office, Fund Of Funds, Real Estate, Investments, Business Development, Marketing, Marketing Strategy, Asset Management, Asset Allocation, Options, Risk Management, Financial Analysis
Education
Providence College 2005 — 2009
BS, Finance
UBS Global Asset Management November 2013 - Present
Hudson Venture Group 2009 - 2014
UBS November 2011 - November 2013
UBS Investment Bank July 2010 - November 2011
Skills
Securities, Microsoft Excel, Series 7, Bloomberg, Hedge Funds, Trading, Equities, Microsoft Word, Series 63, Microsoft Office, Fund Of Funds, Real Estate, Investments, Business Development, Marketing, Marketing Strategy, Asset Management, Asset Allocation, Options, Risk Management, Financial Analysis
Education
Providence College 2005 — 2009
BS, Finance
Christopher Houston's UBS Experience September 2010 - Present
Job Director at UBS
Industry Banking
Experience
UBS September 2010 - Present
Credit Suisse March 2007 - August 2010
Rafferty Capital Markets / JJ Kenny Drake March 2004 - March 2007
The Hartford September 2002 - March 2004
Skills
Fixed Income, Series 7, Bloomberg, Hedge Funds, Capital Markets, Investments, Series 63, Asset Management, Securities, Portfolio Management, Trading, Derivatives, Bonds, Wealth Management, Financial Modeling
Education
Providence College 1998 — 2002
BS, Finance
UBS September 2010 - Present
Credit Suisse March 2007 - August 2010
Rafferty Capital Markets / JJ Kenny Drake March 2004 - March 2007
The Hartford September 2002 - March 2004
Skills
Fixed Income, Series 7, Bloomberg, Hedge Funds, Capital Markets, Investments, Series 63, Asset Management, Securities, Portfolio Management, Trading, Derivatives, Bonds, Wealth Management, Financial Modeling
Education
Providence College 1998 — 2002
BS, Finance
Marissa Campagnoli's UBS Experience May 2011 - July 2011
Job Assistant at Maybelline NY
Industry Marketing and Advertising
Experience
Maybelline February 2015 - Present
L'Oréal Paris February 2014 - February 2015
Club Fit July 2013 - February 2014
Thomson Reuters June 2012 - August 2012
UBS May 2011 - July 2011
Somers Family Dentistry December 2008 - December 2009
Skills
Photoshop, Illustrator, InDesign, Microsoft Office, Graphic Design, Adobe Creative Suite, PowerPoint, Sketching, Microsoft Word, Web Design, Microsoft Excel, HTML, Dreamweaver, Drawing, Logo Design, Market Research, Creative Market..., Customer Service, Team Management, Marketing, Sales, Managing Deadlines, Salesforce.com
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (B.S.), Marketing
Kennedy Catholic High School 2005 — 2009
High School Diploma
Maybelline February 2015 - Present
L'Oréal Paris February 2014 - February 2015
Club Fit July 2013 - February 2014
Thomson Reuters June 2012 - August 2012
UBS May 2011 - July 2011
Somers Family Dentistry December 2008 - December 2009
Skills
Photoshop, Illustrator, InDesign, Microsoft Office, Graphic Design, Adobe Creative Suite, PowerPoint, Sketching, Microsoft Word, Web Design, Microsoft Excel, HTML, Dreamweaver, Drawing, Logo Design, Market Research, Creative Market..., Customer Service, Team Management, Marketing, Sales, Managing Deadlines, Salesforce.com
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (B.S.), Marketing
Kennedy Catholic High School 2005 — 2009
High School Diploma
Shyam Viswanath's UBS Experience June 2004 - August 2004
Job Business Director at Shaw Polymers
Industry Chemicals
Experience
Shaw Polymers August 2013 - Present
Dow Chemical November 2012 - June 2013
Dow Chemical June 2012 - June 2013
Dow Chemical March 2010 - May 2012
Dow Chemical July 2008 - February 2010
Dow Chemical February 2006 - June 2008
Dow Chemical June 2005 - February 2006
UBS June 2004 - August 2004
Skills
Polymers, Plastics, Six Sigma, Coatings, Cross-functional Team..., Process Optimization, Product Development, Process Improvement, Adhesives, Product Management, Resin, Packaging, Supply Chain Management, Market Development, R&D
Education
Purdue University 2001 — 2005
Bachelor of Engineering (B.E.), Industrial Engineering
Shaw Polymers August 2013 - Present
Dow Chemical November 2012 - June 2013
Dow Chemical June 2012 - June 2013
Dow Chemical March 2010 - May 2012
Dow Chemical July 2008 - February 2010
Dow Chemical February 2006 - June 2008
Dow Chemical June 2005 - February 2006
UBS June 2004 - August 2004
Skills
Polymers, Plastics, Six Sigma, Coatings, Cross-functional Team..., Process Optimization, Product Development, Process Improvement, Adhesives, Product Management, Resin, Packaging, Supply Chain Management, Market Development, R&D
Education
Purdue University 2001 — 2005
Bachelor of Engineering (B.E.), Industrial Engineering
Taylor O'Brien's UBS Experience February 2011 - May 2011
Job Sales Associate at Nutmeg Forest Products, Inc.
Industry Logistics and Supply Chain
Experience
Nutmeg Forest Products, Inc. January 2013 - Present
GE Capital May 2011 - August 2011
UBS February 2011 - May 2011
Skills
Fundraising, Social Media Marketing, Sales, Microsoft Word, Salesforce.com, Microsoft Office, Social Networking, PowerPoint, Team Leadership, Retail, Timber, Microsoft Excel, Flooring, Financial Analysis, Customer Service
Education
Providence College 2009 — 2012
Finance
Nutmeg Forest Products, Inc. January 2013 - Present
GE Capital May 2011 - August 2011
UBS February 2011 - May 2011
Skills
Fundraising, Social Media Marketing, Sales, Microsoft Word, Salesforce.com, Microsoft Office, Social Networking, PowerPoint, Team Leadership, Retail, Timber, Microsoft Excel, Flooring, Financial Analysis, Customer Service
Education
Providence College 2009 — 2012
Finance
Fiona Peng's UBS Experience May 1997 - June 1999
Job CONSULTANT
Industry Information Technology and Services
Experience
Visiting Nurse Service of New York May 2001 - Present
QUIXI Internet Startup April 2000 - May 2001
UBS May 1997 - June 1999
Citibank January 1992 - May 1997
Skills
Unix, Solaris, Disaster Recovery, Healthcare Information..., Business Intelligence, SQL, System Administration, Integration, Virtualization, Cloud Computing, Cisco Fiber Chanel..., Red Hat Linux, EMC Storage, IBM XIV and V7000, Data Center
Education
City University of New York-Queens College
Master of Arts (M.A.), Computer Science
Visiting Nurse Service of New York May 2001 - Present
QUIXI Internet Startup April 2000 - May 2001
UBS May 1997 - June 1999
Citibank January 1992 - May 1997
Skills
Unix, Solaris, Disaster Recovery, Healthcare Information..., Business Intelligence, SQL, System Administration, Integration, Virtualization, Cloud Computing, Cisco Fiber Chanel..., Red Hat Linux, EMC Storage, IBM XIV and V7000, Data Center
Education
City University of New York-Queens College
Master of Arts (M.A.), Computer Science
Frank Grampone's UBS Experience January 2011 - Present
Job Executive Director at UBS Retail Market Making & BrokerDealer Services
Industry Financial Services
Experience
UBS January 2011 - Present
Knight Capital Group 1995 - 2010
Waterhouse Securities, Inc 1992 - 1995
Skills
Series 7, Electronic Trading, Series 63, Equities, Equity Trading, Series 24, Trading Systems, Trading, Securities, Options, Fixed Income, Capital Markets, Hedge Funds, ETFs, Investments, Bonds, FINRA
Education
City University of New York-Queens College
UBS January 2011 - Present
Knight Capital Group 1995 - 2010
Waterhouse Securities, Inc 1992 - 1995
Skills
Series 7, Electronic Trading, Series 63, Equities, Equity Trading, Series 24, Trading Systems, Trading, Securities, Options, Fixed Income, Capital Markets, Hedge Funds, ETFs, Investments, Bonds, FINRA
Education
City University of New York-Queens College
Saurav Mahajan's UBS Experience September 2009 - December 2009
Job CEO at B4U DJs Inc.
Industry Accounting
Experience
EDITION April 2015 - Present
B4U DJs Inc. September 2005 - Present
H.K KOYA CPA P.C August 2011 - April 2014
UBS September 2009 - December 2009
Skills
Accounting, Management, Accounts Payable, QuickBooks, Customer Service, Strategic Financial..., General Ledger, Finance, Auditing, Payroll, Sales Tax, Payroll Taxes, Personal Income Tax..., Corporate Tax, Income Tax, Great Plains Software, Peachtree
Education
City University of New York-Queens College 2010 — 2016
Masters, Accounting
City University of New York-Queens College 2007 — 2009
Bachelors, Accounting
Queensborough Community College
Associates, Accounting
EDITION April 2015 - Present
B4U DJs Inc. September 2005 - Present
H.K KOYA CPA P.C August 2011 - April 2014
UBS September 2009 - December 2009
Skills
Accounting, Management, Accounts Payable, QuickBooks, Customer Service, Strategic Financial..., General Ledger, Finance, Auditing, Payroll, Sales Tax, Payroll Taxes, Personal Income Tax..., Corporate Tax, Income Tax, Great Plains Software, Peachtree
Education
City University of New York-Queens College 2010 — 2016
Masters, Accounting
City University of New York-Queens College 2007 — 2009
Bachelors, Accounting
Queensborough Community College
Associates, Accounting
Maura Slavens's UBS Experience August 1999 - April 2003
Job Executive Assistant to CEO at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group April 2011 - Present
California Associates January 2010 - April 2011
Johnson Controls November 2004 - February 2009
Tribune Broadcasting April 2003 - November 2004
UBS August 1999 - April 2003
Education
Purchase College, SUNY 1987 — 1992
BA, Social Science & The Arts
Cetera Financial Group April 2011 - Present
California Associates January 2010 - April 2011
Johnson Controls November 2004 - February 2009
Tribune Broadcasting April 2003 - November 2004
UBS August 1999 - April 2003
Education
Purchase College, SUNY 1987 — 1992
BA, Social Science & The Arts
Garrett Healey's UBS Experience April 2010 - Present
Job Investment Banking at UBS
Industry Financial Services
Experience
UBS April 2010 - Present
Alvarez & Marsal September 2008 - April 2010
The Financial Services Roundtable January 2007 - May 2007
Education
Queen's University 2004 — 2008
Commerce
UBS April 2010 - Present
Alvarez & Marsal September 2008 - April 2010
The Financial Services Roundtable January 2007 - May 2007
Education
Queen's University 2004 — 2008
Commerce
Gina Moore's UBS Experience 1998 - 2006
Job Office Manager at SoundView IT Solutions LLC
Industry Information Technology and Services
Experience
SoundView IT Solutions LLC November 2011 - Present
UBS 1998 - 2006
Education
University of Puget Sound
Punahou School
SoundView IT Solutions LLC November 2011 - Present
UBS 1998 - 2006
Education
University of Puget Sound
Punahou School
Allison Coverly's UBS Experience January 1986 - 1998
Job Office Manager at PhoneReview
Industry Telecommunications
Experience
PhoneReview April 2011 - Present
UBS January 1986 - 1998
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Project Management, Microsoft Word, Telecommunications, Management, Account Management, Invoicing, Office Management, PowerPoint, System Administration, Budgets, Team Leadership, Sales, Accounts Payable, Accounts Receivable, Human Resources, Team Building
Education
Queensborough Community College 1982 — 1984
Bachelor's degree
Dominican Commerical High School 1978 — 1982
PhoneReview April 2011 - Present
UBS January 1986 - 1998
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Project Management, Microsoft Word, Telecommunications, Management, Account Management, Invoicing, Office Management, PowerPoint, System Administration, Budgets, Team Leadership, Sales, Accounts Payable, Accounts Receivable, Human Resources, Team Building
Education
Queensborough Community College 1982 — 1984
Bachelor's degree
Dominican Commerical High School 1978 — 1982
Antonia Lazzaroni's UBS Experience May 2011 - August 2011
Job Sales Representative, Southern Wine and Spirits
Industry Wine and Spirits
Experience
Southern Wine and Spirits of Illinois December 2012 - Present
Purdue University August 2008 - May 2012
UBS May 2011 - August 2011
L & B Pier Painting May 2010 - August 2010
Chicago Board of Trade May 2008 - August 2009
Chicago Board of Trade May 2006 - August 2007
Education
Purdue University 2008 — 2012
Public Relations and Advertising
Southern Wine and Spirits of Illinois December 2012 - Present
Purdue University August 2008 - May 2012
UBS May 2011 - August 2011
L & B Pier Painting May 2010 - August 2010
Chicago Board of Trade May 2008 - August 2009
Chicago Board of Trade May 2006 - August 2007
Education
Purdue University 2008 — 2012
Public Relations and Advertising
Shauna Zhang's UBS Experience July 2012 - July 2012
Job Student at Queen's University
Industry Financial Services
Experience
Nomura International (Hong Kong) Limited July 2014 - Present
UBS Wealth Management May 2013 - August 2013
UBS July 2012 - July 2012
"The Voice" Gavel Club (Toastmasters Affiliate) October 2010 - May 2012
Skills
Teamwork, Time Management, Microsoft Excel, Customer Service, Research, Public Speaking, English, Event Planning, Accounting, Microsoft Office, Analysis
Education
Queen's University 2012 — 2016
Bachelor of Commerce (B.Com.), Accounting and Finance
Unionville High School 2008 — 2012
Nomura International (Hong Kong) Limited July 2014 - Present
UBS Wealth Management May 2013 - August 2013
UBS July 2012 - July 2012
"The Voice" Gavel Club (Toastmasters Affiliate) October 2010 - May 2012
Skills
Teamwork, Time Management, Microsoft Excel, Customer Service, Research, Public Speaking, English, Event Planning, Accounting, Microsoft Office, Analysis
Education
Queen's University 2012 — 2016
Bachelor of Commerce (B.Com.), Accounting and Finance
Unionville High School 2008 — 2012
Teresa Cloninger's UBS Experience April 2000 - Present
Job Registered Client Service Associate at UBS
Industry
Experience
UBS April 2000 - Present
Queens College (now University) March 1992 - January 2000
PaineWebber/E F Hutton/The Pinnacle Group May 1980 - May 1992
Education
Queens University of Charlotte 1992 — 1995
Bachelor of Arts (B.A.), English, Summa cum laude
UBS April 2000 - Present
Queens College (now University) March 1992 - January 2000
PaineWebber/E F Hutton/The Pinnacle Group May 1980 - May 1992
Education
Queens University of Charlotte 1992 — 1995
Bachelor of Arts (B.A.), English, Summa cum laude
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.