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
Will Engels Will Engels's UBS Experience June 2015 - August 2015
Job Summer Intern at UBS
Industry Financial Services
Experience
Roanoke College Student Managed Fund September 2015 - Present
UBS June 2015 - August 2015
PeakFlip LLC May 2013 - July 2014
Skills
Start-ups, Entrepreneurship, E-commerce, Marketing, Sales Management, Sales Process, New Business Development, Portfolio Management, Asset Allocation, Investments
Education
Roanoke College 2013 — 2017
(B.B.A) Business Administration, Concentration in Finance
Deep Run High School 2009 — 2013
High School
Roanoke College Student Managed Fund September 2015 - Present
UBS June 2015 - August 2015
PeakFlip LLC May 2013 - July 2014
Skills
Start-ups, Entrepreneurship, E-commerce, Marketing, Sales Management, Sales Process, New Business Development, Portfolio Management, Asset Allocation, Investments
Education
Roanoke College 2013 — 2017
(B.B.A) Business Administration, Concentration in Finance
Deep Run High School 2009 — 2013
High School
D. Devi Ramanan D. Devi Ramanan's UBS Experience 2003 - 2003
Job Head Global Product Collaborations
Industry Computer Software
Experience
Ayasdi 2014 - Present
Context Matters Inc. 2013 - Present
Onor Inc. 2012 - Present
InVitae 2012 - 2013
Pacific Biosciences 2011 - 2012
Genentech 2004 - 2011
Genentech 2004 - 2011
UBS 2003 - 2003
Accenture 1997 - 2002
Skills
Product Management, Biotechnology, Life Sciences, Mergers, Competitive Analysis, Business Strategy, Product Development, Marketing Strategy, Financial Modeling, Market Research, Process Improvement, Start-ups, Strategy Development, Health Economics, Outcomes Research, Patient Reported..., Programming, C++, Visual Basic, HTML, XML, Unix, Perl, Java, SQL, ABAP, SAP Basis, Interface Architecture, Financial Valuation, Business Development, Oncology, Immunology, strategic planning, Lifesciences, Cross-functional Team..., Strategic Planning, Commercialization, Strategy, Pharmaceutical Industry, Analytics, Leadership, Market Access, Personalized Medicine, Mergers & Acquisitions, Biopharmaceuticals, Genomics, Cancer
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Master of Business Administration (MBA), majors: Financial Engineering and Healthcare Mgmt; minor: Marketing Research
Coursera
Johns Hopkins University/University of Rochester
began PhD (full University fellowship), left with MS, Biochemistry, Biophysics and Molecular Biology, GPA: 3.8/4.0, graduated within top 5% of class
Rochester Institute of Technology
Bachelor of Science (BS), majors: Electrical Engineering/Physical Chemistry; minor: Biology, GPA: major 4.0/4.0, overall 3.9/4.0, graduated within top 5% of class
Sutherland (Pittsford) High School
graduated in first decile (top 10%) of class; school doesn't disclose rankings
Ayasdi 2014 - Present
Context Matters Inc. 2013 - Present
Onor Inc. 2012 - Present
InVitae 2012 - 2013
Pacific Biosciences 2011 - 2012
Genentech 2004 - 2011
Genentech 2004 - 2011
UBS 2003 - 2003
Accenture 1997 - 2002
Skills
Product Management, Biotechnology, Life Sciences, Mergers, Competitive Analysis, Business Strategy, Product Development, Marketing Strategy, Financial Modeling, Market Research, Process Improvement, Start-ups, Strategy Development, Health Economics, Outcomes Research, Patient Reported..., Programming, C++, Visual Basic, HTML, XML, Unix, Perl, Java, SQL, ABAP, SAP Basis, Interface Architecture, Financial Valuation, Business Development, Oncology, Immunology, strategic planning, Lifesciences, Cross-functional Team..., Strategic Planning, Commercialization, Strategy, Pharmaceutical Industry, Analytics, Leadership, Market Access, Personalized Medicine, Mergers & Acquisitions, Biopharmaceuticals, Genomics, Cancer
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Master of Business Administration (MBA), majors: Financial Engineering and Healthcare Mgmt; minor: Marketing Research
Coursera
Johns Hopkins University/University of Rochester
began PhD (full University fellowship), left with MS, Biochemistry, Biophysics and Molecular Biology, GPA: 3.8/4.0, graduated within top 5% of class
Rochester Institute of Technology
Bachelor of Science (BS), majors: Electrical Engineering/Physical Chemistry; minor: Biology, GPA: major 4.0/4.0, overall 3.9/4.0, graduated within top 5% of class
Sutherland (Pittsford) High School
graduated in first decile (top 10%) of class; school doesn't disclose rankings
Raj John Britto Raj John Britto's UBS Experience June 2006 - August 2006
Job MBA Candidate 2015, University of Chicago Booth School of Business
Industry Management Consulting
Experience
Cornerstone Research June 2014 - September 2014
BNP Paribas November 2011 - May 2013
Merrill Lynch March 2008 - November 2011
Bank of America February 2007 - March 2008
UBS June 2006 - August 2006
Infosys August 2004 - August 2005
GE Fanuc January 2004 - May 2004
Skills
FX Options, Derivatives, Equity Derivatives, SQL, Fixed Income, Trading Systems, Capital Markets, Financial Modeling, Equities, Business Analysis, Risk Management, Valuation, Bloomberg, Banking, Electronic Trading, VBA, SDLC, Sybase, Economic Research, Securities, Securities Litigation
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Economics and Strategic Management
Rensselaer Polytechnic Institute 2005 — 2006
Masters of Science, Computer and Systems Engineering
Visvesvaraya Technological University 2000 — 2004
Bachelor of Science, Electronics and Communications Engineering, First Class with Distinction
Cornerstone Research June 2014 - September 2014
BNP Paribas November 2011 - May 2013
Merrill Lynch March 2008 - November 2011
Bank of America February 2007 - March 2008
UBS June 2006 - August 2006
Infosys August 2004 - August 2005
GE Fanuc January 2004 - May 2004
Skills
FX Options, Derivatives, Equity Derivatives, SQL, Fixed Income, Trading Systems, Capital Markets, Financial Modeling, Equities, Business Analysis, Risk Management, Valuation, Bloomberg, Banking, Electronic Trading, VBA, SDLC, Sybase, Economic Research, Securities, Securities Litigation
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Economics and Strategic Management
Rensselaer Polytechnic Institute 2005 — 2006
Masters of Science, Computer and Systems Engineering
Visvesvaraya Technological University 2000 — 2004
Bachelor of Science, Electronics and Communications Engineering, First Class with Distinction
Neil O'Dougherty Neil O'Dougherty's UBS Experience June 2012 - August 2012
Job Corps Member at Teach For America
Industry Education Management
Experience
Teach For America November 2012 - Present
NYC Department of Education September 2013 - June 2014
UBS June 2012 - August 2012
Tinari Economics Group (TEG) May 2011 - August 2011
University of Notre Dame December 2010 - May 2011
Skills
Stata, Microsoft Excel, Econometrics, Research, Teaching, Labor Economics, Macroeconomics, Statistics, Analysis, Lesson Planning, French, Nonprofits, Editing, Excel
Education
Relay Graduate School of Education 2013 — 2015
Master of Arts (M.A.), Teaching, Secondary Math
University of Notre Dame 2009 — 2013
Bachelor of Arts, Economics, Summa Cum Laude
Sciences Po Paris 2011 — 2012
International Certificate, Economics, Cum Laude
Oratory Prep
Oratory Prep
Oratory Prep
Teach For America November 2012 - Present
NYC Department of Education September 2013 - June 2014
UBS June 2012 - August 2012
Tinari Economics Group (TEG) May 2011 - August 2011
University of Notre Dame December 2010 - May 2011
Skills
Stata, Microsoft Excel, Econometrics, Research, Teaching, Labor Economics, Macroeconomics, Statistics, Analysis, Lesson Planning, French, Nonprofits, Editing, Excel
Education
Relay Graduate School of Education 2013 — 2015
Master of Arts (M.A.), Teaching, Secondary Math
University of Notre Dame 2009 — 2013
Bachelor of Arts, Economics, Summa Cum Laude
Sciences Po Paris 2011 — 2012
International Certificate, Economics, Cum Laude
Oratory Prep
Oratory Prep
Oratory Prep
Andrew Parrott Andrew Parrott's UBS Experience 2002 - 2003
Job Business Analyst at Blizzard Entertainment
Industry Computer Games
Experience
Blizzard Entertainment March 2010 - Present
Member Insurance Agency February 2009 - February 2010
Meadowbrook Insurance Group January 2007 - January 2009
Ferrell North America 2005 - 2006
Pioneer Services 2003 - 2004
UBS 2002 - 2003
Aquila 1999 - 2001
Wolcott and lincoln 1998 - 2000
Skills
Strategic Planning, Risk Management, Business Analysis, New Business Development, Business Analytics, Data Analysis, SQL, T-SQL, Microsoft SQL Server, SQL Server Management..., Statistical Data..., Cost Benefit, Requirements Analysis, Root Cause Analysis, Survey Research, Operations Management, SSRS, Sales Operations, Report Development, SQL Report Writing, Insurance, Sales Management, Microsoft Excel, Online Gaming, Marketing, Underwriting, Commercial Insurance, Marketing Strategy, Sales, Account Management
Education
Rockhurst University 1995 — 1997
Bachelor of Arts (BA), Economics
University of Oregon 1992 — 1994
Bachelor of Arts (B.A.), Economics
Blizzard Entertainment March 2010 - Present
Member Insurance Agency February 2009 - February 2010
Meadowbrook Insurance Group January 2007 - January 2009
Ferrell North America 2005 - 2006
Pioneer Services 2003 - 2004
UBS 2002 - 2003
Aquila 1999 - 2001
Wolcott and lincoln 1998 - 2000
Skills
Strategic Planning, Risk Management, Business Analysis, New Business Development, Business Analytics, Data Analysis, SQL, T-SQL, Microsoft SQL Server, SQL Server Management..., Statistical Data..., Cost Benefit, Requirements Analysis, Root Cause Analysis, Survey Research, Operations Management, SSRS, Sales Operations, Report Development, SQL Report Writing, Insurance, Sales Management, Microsoft Excel, Online Gaming, Marketing, Underwriting, Commercial Insurance, Marketing Strategy, Sales, Account Management
Education
Rockhurst University 1995 — 1997
Bachelor of Arts (BA), Economics
University of Oregon 1992 — 1994
Bachelor of Arts (B.A.), Economics
Jarvis Sam Jarvis Sam's UBS Experience April 2010 - August 2010
Job Channels Specialist at Google
Industry Information Technology and Services
Experience
Google December 2013 - Present
Deloitte May 2012 - August 2012
Music World Entertainment May 2011 - February 2012
UBS April 2010 - August 2010
Skills
Microsoft Office, Presentation Development, Oral & Written..., Public Speaking, Public Relations, Marketing Strategy, Social Media Marketing, Interpersonal Leadership, Project Management, Social Networking, Media, Event Management, Strategic Leadership, Data Modeling, Statistical Modeling, Entertainment Management, Sports Management, Strategic Communications, Operations Management, Management Consulting, Strategic Consulting, Market Research, Data Analysis, Communication, Research
Education
Rice University 2009 — 2013
Bachelor of Arts (B.A.), Sports Management, History, Policy Studies (Law and Justice focus)
University of Hawaii at Manoa 2010 — 2010
History
Carnegie Vanguard High School 2006 — 2009
High School, Top 10% Graduate
Grady Middle School
Google December 2013 - Present
Deloitte May 2012 - August 2012
Music World Entertainment May 2011 - February 2012
UBS April 2010 - August 2010
Skills
Microsoft Office, Presentation Development, Oral & Written..., Public Speaking, Public Relations, Marketing Strategy, Social Media Marketing, Interpersonal Leadership, Project Management, Social Networking, Media, Event Management, Strategic Leadership, Data Modeling, Statistical Modeling, Entertainment Management, Sports Management, Strategic Communications, Operations Management, Management Consulting, Strategic Consulting, Market Research, Data Analysis, Communication, Research
Education
Rice University 2009 — 2013
Bachelor of Arts (B.A.), Sports Management, History, Policy Studies (Law and Justice focus)
University of Hawaii at Manoa 2010 — 2010
History
Carnegie Vanguard High School 2006 — 2009
High School, Top 10% Graduate
Grady Middle School
Shane Wang Shane Wang's UBS Experience September 2012 - December 2012
Job Actuarial Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
UBS September 2012 - December 2012
Skills
Data Analysis, Actuarial Consulting, Matlab, Microsoft Excel, ProVal, VBA, Microsoft Office, Customer Service, PowerPoint, Microsoft Word
Education
Rice University 2009 — 2013
Bachelor's Degree, Computational and Applied Mathematics, Economics, 3.80
Fidelity Investments July 2013 - Present
UBS September 2012 - December 2012
Skills
Data Analysis, Actuarial Consulting, Matlab, Microsoft Excel, ProVal, VBA, Microsoft Office, Customer Service, PowerPoint, Microsoft Word
Education
Rice University 2009 — 2013
Bachelor's Degree, Computational and Applied Mathematics, Economics, 3.80
Anastasiya Zamskaya Anastasiya Zamskaya's UBS Experience October 2014 - Present
Job Operations Analyst at UBS
Industry Financial Services
Experience
UBS October 2014 - Present
Robert Morris University, Chicago, IL September 2014 - Present
Robert Morris University, Chicago, IL May 2014 - October 2014
PwC January 2014 - July 2014
Robert Morris University, Chicago, IL November 2013 - May 2014
RMU Eagle News February 2012 - February 2014
Robert Morris University, Chicago, IL May 2013 - November 2013
University Center August 2012 - August 2013
PwC January 2013 - April 2013
Passport Chicago February 2012 - April 2012
Skills
Editing, Research, Facebook, Customer Service, Interviews, Management, Event Planning, PowerPoint, Social Networking, Higher Education, Critical Thinking, Public Speaking, Microsoft Word, Social Media, Time Management, Leadership, Teamwork, Program Management, Blogging
Education
Robert Morris University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Economics/Finance; Management, 4.0
Robert Morris University - Illinois 2011 — 2014
Bachelor of Science (B.S.), Economics/Finance
UBS October 2014 - Present
Robert Morris University, Chicago, IL September 2014 - Present
Robert Morris University, Chicago, IL May 2014 - October 2014
PwC January 2014 - July 2014
Robert Morris University, Chicago, IL November 2013 - May 2014
RMU Eagle News February 2012 - February 2014
Robert Morris University, Chicago, IL May 2013 - November 2013
University Center August 2012 - August 2013
PwC January 2013 - April 2013
Passport Chicago February 2012 - April 2012
Skills
Editing, Research, Facebook, Customer Service, Interviews, Management, Event Planning, PowerPoint, Social Networking, Higher Education, Critical Thinking, Public Speaking, Microsoft Word, Social Media, Time Management, Leadership, Teamwork, Program Management, Blogging
Education
Robert Morris University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Economics/Finance; Management, 4.0
Robert Morris University - Illinois 2011 — 2014
Bachelor of Science (B.S.), Economics/Finance
Jared Castronova Jared Castronova's UBS Experience October 2009 - March 2010
Job Analyst
Industry Market Research
Experience
Ralph Lauren September 2015 - Present
Canon USA July 2011 - Present
Canon USA May 2010 - August 2010
UBS October 2009 - March 2010
Skills
Microsoft Office, Financial Analysis, Strategic Planning, Leadership, Project Planning, Data Analysis, Market Research, Financial Modeling, Marketing Strategy, Team Leadership, Analysis, Cross-functional Team..., Social Media, Business Strategy, Strategy, Competitive Analysis
Education
Rochester Institute of Technology 2007 — 2011
Bachelor of Science, Business Administration; Finance; Communication
Rochester Institute of Technology 2007 — 2011
Finance, General
Ralph Lauren September 2015 - Present
Canon USA July 2011 - Present
Canon USA May 2010 - August 2010
UBS October 2009 - March 2010
Skills
Microsoft Office, Financial Analysis, Strategic Planning, Leadership, Project Planning, Data Analysis, Market Research, Financial Modeling, Marketing Strategy, Team Leadership, Analysis, Cross-functional Team..., Social Media, Business Strategy, Strategy, Competitive Analysis
Education
Rochester Institute of Technology 2007 — 2011
Bachelor of Science, Business Administration; Finance; Communication
Rochester Institute of Technology 2007 — 2011
Finance, General
Aparna Aiyar Aparna Aiyar's UBS Experience 2008 - 2008
Job Senior Associate at TSG Consumer Partners
Industry Investment Banking
Experience
TSG Consumer Partners July 2012 - Present
UBS Investment Bank July 2010 - July 2012
UBS 2008 - 2008
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Corporate Finance, Economics, Financial Analysis, Venture Capital, Due Diligence, Mergers & Acquisitions, Equities
Education
University of Chicago 2006 — 2010
BA, Economics
Raffles Junior College 2004 — 2005
Cambridge 'A' Levels, Economics, History, Literature, Math
TSG Consumer Partners July 2012 - Present
UBS Investment Bank July 2010 - July 2012
UBS 2008 - 2008
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Corporate Finance, Economics, Financial Analysis, Venture Capital, Due Diligence, Mergers & Acquisitions, Equities
Education
University of Chicago 2006 — 2010
BA, Economics
Raffles Junior College 2004 — 2005
Cambridge 'A' Levels, Economics, History, Literature, Math
Lyon Hardgrave Lyon Hardgrave's UBS Experience September 2003 - March 2008
Job Director, Market Risk at Glencore
Industry Oil & Energy
Experience
Glencore (Chemoil) July 2013 - Present
Federal Reserve Bank of New York November 2011 - July 2013
Societe Generale March 2010 - November 2011
Hess Energy Trading March 2008 - March 2010
UBS September 2003 - March 2008
Skills
Commodity, Derivatives, Commodity Markets, Financial Risk, Natural Gas, Enterprise Risk..., Hedging, Options, Capital Markets, Market Risk, Fixed Income, Trading, Risk Management, Bloomberg, Financial Markets, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (MBA), Finance, General
Rice University 1991 — 1995
Bachelor of Science (BS), Civil/Environmental Engineering
Glencore (Chemoil) July 2013 - Present
Federal Reserve Bank of New York November 2011 - July 2013
Societe Generale March 2010 - November 2011
Hess Energy Trading March 2008 - March 2010
UBS September 2003 - March 2008
Skills
Commodity, Derivatives, Commodity Markets, Financial Risk, Natural Gas, Enterprise Risk..., Hedging, Options, Capital Markets, Market Risk, Fixed Income, Trading, Risk Management, Bloomberg, Financial Markets, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (MBA), Finance, General
Rice University 1991 — 1995
Bachelor of Science (BS), Civil/Environmental Engineering
Bruce Ronbeck Bruce Ronbeck's UBS Experience September 1993 - August 1996
Job Executive Director at Natixis CIB Americas
Industry Financial Services
Experience
Natixis CIB Americas January 2015 - Present
Oppenheimer & Co. Inc. 2013 - 2014
HSBC September 2009 - July 2013
Arbor Research and Trading February 2009 - August 2009
JPMorgan Chase June 1998 - June 2008
Citi September 1996 - June 1998
UBS September 1993 - August 1996
Merrill Lynch January 1983 - August 1993
Skills
Fixed Income, Alternative Investments, Asset Management, Emerging Markets, Credit Derivatives, Institutional Sales, Trading Strategies, Superior Client Service, Portfolio Management, High Grade, High Yield, Project Finance, Compliance, Risk Management, Mutual Funds, Pension Funds, Insurance
Education
Rochester Institute of Technology 1974 — 1979
Business Administration, Finance
Rochester Institute of Technology
Bachelor of Applied Science (B.A.Sc.), Finance, General
Natixis CIB Americas January 2015 - Present
Oppenheimer & Co. Inc. 2013 - 2014
HSBC September 2009 - July 2013
Arbor Research and Trading February 2009 - August 2009
JPMorgan Chase June 1998 - June 2008
Citi September 1996 - June 1998
UBS September 1993 - August 1996
Merrill Lynch January 1983 - August 1993
Skills
Fixed Income, Alternative Investments, Asset Management, Emerging Markets, Credit Derivatives, Institutional Sales, Trading Strategies, Superior Client Service, Portfolio Management, High Grade, High Yield, Project Finance, Compliance, Risk Management, Mutual Funds, Pension Funds, Insurance
Education
Rochester Institute of Technology 1974 — 1979
Business Administration, Finance
Rochester Institute of Technology
Bachelor of Applied Science (B.A.Sc.), Finance, General
Guy Schoepfer Guy Schoepfer's UBS Experience May 2001 - September 2004
Job Senior Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities September 2004 - May 2009
UBS May 2001 - September 2004
Merrill Lynch September 1991 - May 2001
A.G. Edwards & Sons, Inc. January 1988 - September 1991
Skills
Finance, Securities, Risk Management, Mutual Funds, Fixed Annuities, Management, Financial Analysis, Variable Annuities, Life Insurance
Education
Regis University 2002 — 2004
Master of Business Administration (M.B.A.), Finance and Accounting
Rochester Institute of Technology 1982 — 1986
Bachelor of Science (B.S.), Nuclear Medical Technology/Technologist
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities September 2004 - May 2009
UBS May 2001 - September 2004
Merrill Lynch September 1991 - May 2001
A.G. Edwards & Sons, Inc. January 1988 - September 1991
Skills
Finance, Securities, Risk Management, Mutual Funds, Fixed Annuities, Management, Financial Analysis, Variable Annuities, Life Insurance
Education
Regis University 2002 — 2004
Master of Business Administration (M.B.A.), Finance and Accounting
Rochester Institute of Technology 1982 — 1986
Bachelor of Science (B.S.), Nuclear Medical Technology/Technologist
Cissy Ximeng Zhang Cissy Ximeng Zhang's UBS Experience August 2010 - December 2010
Job M&A Associate
Industry Investment Banking
Experience
Dowling Hales November 2012 - Present
UBS Investment Bank July 2011 - September 2012
UBS August 2010 - December 2010
HTG Capital Partners, LLC May 2010 - June 2010
Skills
Financial Modeling, Bloomberg, LBO, SNL, Valuation, Mergers & Acquisitions, Due Diligence, Capital Markets, Investments, Equity Research
Education
Sewanee-The University of the South 2007 — 2011
BA (Summa Cum Laude), Mathematics, Business Honors Distinction
University of California, Berkeley, Haas School of Business 2010 — 2010
Base Business Bridge Program, Financial/Managerial Accounting, Marketing, and Organizational Behaviors
Raffles Junior College 2005 — 2006
Cambridge GCE Advanced Level, Engineering track (Mathematics, Higher Mathematics, Physics, Chemistry)
Dowling Hales November 2012 - Present
UBS Investment Bank July 2011 - September 2012
UBS August 2010 - December 2010
HTG Capital Partners, LLC May 2010 - June 2010
Skills
Financial Modeling, Bloomberg, LBO, SNL, Valuation, Mergers & Acquisitions, Due Diligence, Capital Markets, Investments, Equity Research
Education
Sewanee-The University of the South 2007 — 2011
BA (Summa Cum Laude), Mathematics, Business Honors Distinction
University of California, Berkeley, Haas School of Business 2010 — 2010
Base Business Bridge Program, Financial/Managerial Accounting, Marketing, and Organizational Behaviors
Raffles Junior College 2005 — 2006
Cambridge GCE Advanced Level, Engineering track (Mathematics, Higher Mathematics, Physics, Chemistry)
Jeremy Waldecker Jeremy Waldecker's UBS Experience August 2013 - July 2014
Job Senior UAT Lead at GE Capital
Industry Financial Services
Experience
GE Capital July 2014 - Present
UBS August 2013 - July 2014
UBS May 2011 - July 2014
UBS June 2006 - May 2011
UBS November 2004 - June 2006
UBS July 2000 - November 2004
Skills
Release Management, Problem Management, Test Environments, Test Execution, IT Outsourcing, Test Management, Vendor Management, Management, Software Development, Testing, Outsourcing, Oracle, Quality Assurance
Education
Rensselaer Polytechnic Institute 1996 — 2000
BS, Management and Technology
GE Capital July 2014 - Present
UBS August 2013 - July 2014
UBS May 2011 - July 2014
UBS June 2006 - May 2011
UBS November 2004 - June 2006
UBS July 2000 - November 2004
Skills
Release Management, Problem Management, Test Environments, Test Execution, IT Outsourcing, Test Management, Vendor Management, Management, Software Development, Testing, Outsourcing, Oracle, Quality Assurance
Education
Rensselaer Polytechnic Institute 1996 — 2000
BS, Management and Technology
Marjorie Paddock AIF® Marjorie Paddock AIF®'s UBS Experience February 1999 - July 2006
Job Director, Field Supervision at HighTower Advisors
Industry Financial Services
Experience
HighTower Advisors March 2012 - Present
Merrill Lynch July 2006 - March 2012
UBS February 1999 - July 2006
Skills
Investment Advisory, Securities, Alternative Investments, FINRA, Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 66, Life/Health/Variable..., Wealth Management, Mutual Funds, Equities, Asset Allocation, Writing, Investments, Process Improvement
Education
Mahwah High School
Reed College
Bachelor of Arts (BA), Economics
HighTower Advisors March 2012 - Present
Merrill Lynch July 2006 - March 2012
UBS February 1999 - July 2006
Skills
Investment Advisory, Securities, Alternative Investments, FINRA, Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 66, Life/Health/Variable..., Wealth Management, Mutual Funds, Equities, Asset Allocation, Writing, Investments, Process Improvement
Education
Mahwah High School
Reed College
Bachelor of Arts (BA), Economics
Rebecca Francese's UBS Experience August 2015 - Present
Job Marketing Director at Timepiece Collection LTD
Industry Writing and Editing
Experience
UBS August 2015 - Present
Timepiece Collection LTD November 2014 - June 2015
Writer's Relief September 2013 - October 2014
Athleta May 2012 - April 2014
MusicPlayers.com June 2013 - September 2013
BookEnds LLC September 2012 - December 2012
GameStop June 2010 - June 2012
Borders May 2011 - September 2011
Annie Sez June 2008 - July 2009
Skills
Writing, Editing, Customer Service, Retail, Leadership Development, Social Networking, Social Media, Sales, Public Relations, Event Planning, Copy Editing, Time Management, Publishing, Blogging, Social Media Marketing, Facebook
Education
Ramapo College of New Jersey 2009 — 2013
Bachelor of Arts (B.A.), Communication Arts
Pascack Hills High School
UBS August 2015 - Present
Timepiece Collection LTD November 2014 - June 2015
Writer's Relief September 2013 - October 2014
Athleta May 2012 - April 2014
MusicPlayers.com June 2013 - September 2013
BookEnds LLC September 2012 - December 2012
GameStop June 2010 - June 2012
Borders May 2011 - September 2011
Annie Sez June 2008 - July 2009
Skills
Writing, Editing, Customer Service, Retail, Leadership Development, Social Networking, Social Media, Sales, Public Relations, Event Planning, Copy Editing, Time Management, Publishing, Blogging, Social Media Marketing, Facebook
Education
Ramapo College of New Jersey 2009 — 2013
Bachelor of Arts (B.A.), Communication Arts
Pascack Hills High School
Vy Nguyen Vy Nguyen's UBS Experience January 2012 - April 2012
Job Senior Analyst at Schlumberger Business Consulting
Industry Oil & Energy
Experience
Schlumberger Business Consulting July 2013 - Present
British Petroleum Alternative Energy – Wind May 2012 - August 2012
UBS January 2012 - April 2012
Rice Business Collaborative January 2010 - January 2012
Flextronics International June 2011 - August 2011
Wishberry November 2010 - April 2011
Skills
Financial Modeling, PowerPoint, Competitive Analysis, Strategy, Market Research, Analysis, Project Management, Finance, Renewable Energy, Microsoft Office, Data Analysis, Microsoft Word, Valuation, Marketing, Research, Business Strategy, Business Planning
Education
Rice University 2009 — 2013
BA, Mathematical Economic Analysis
Milpitas High School 2005 — 2009
Schlumberger Business Consulting July 2013 - Present
British Petroleum Alternative Energy – Wind May 2012 - August 2012
UBS January 2012 - April 2012
Rice Business Collaborative January 2010 - January 2012
Flextronics International June 2011 - August 2011
Wishberry November 2010 - April 2011
Skills
Financial Modeling, PowerPoint, Competitive Analysis, Strategy, Market Research, Analysis, Project Management, Finance, Renewable Energy, Microsoft Office, Data Analysis, Microsoft Word, Valuation, Marketing, Research, Business Strategy, Business Planning
Education
Rice University 2009 — 2013
BA, Mathematical Economic Analysis
Milpitas High School 2005 — 2009
Skylar Yang's UBS Experience June 2013 - August 2013
Job Global Risk Analyst at Citi
Industry Banking
Experience
Citi June 2015 - Present
Axel Johnson Inc. January 2015 - May 2015
Scott-Macon, Ltd. January 2014 - August 2014
UBS June 2013 - August 2013
Industrial Bank Co., Ltd. 兴业银行 June 2012 - July 2012
Skills
Valuation, Financial Modeling, Corporate Finance, Data Analysis, Financial Analysis, Microsoft Excel, Mandarin, Research, Public Speaking, Economics, Matlab
Education
NYU Stern School of Business 2012 — 2015
Bachelor’s Degree, Finance & Actuarial Science, Magna Cum Laude
Rice University 2011 — 2012
Bachelor of Arts (B.A.), Computational and Applied Mathematics
Citi June 2015 - Present
Axel Johnson Inc. January 2015 - May 2015
Scott-Macon, Ltd. January 2014 - August 2014
UBS June 2013 - August 2013
Industrial Bank Co., Ltd. 兴业银行 June 2012 - July 2012
Skills
Valuation, Financial Modeling, Corporate Finance, Data Analysis, Financial Analysis, Microsoft Excel, Mandarin, Research, Public Speaking, Economics, Matlab
Education
NYU Stern School of Business 2012 — 2015
Bachelor’s Degree, Finance & Actuarial Science, Magna Cum Laude
Rice University 2011 — 2012
Bachelor of Arts (B.A.), Computational and Applied Mathematics
David Walley David Walley's UBS Experience May 1992 - March 2001
Job Vice President Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2001 - Present
UBS May 1992 - March 2001
Kidder Peabody August 1987 - May 1992
Skills
Option writing for..., Finance, Equities, Investments, Mutual Funds, Financial Services, Estate Planning, Management, Bonds, Cash Flow, Options, ETFs, Access, Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation
Education
Randolph-Macon College 1981 — 1985
Bachelors, Economics and Business
Wells Fargo Advisors March 2001 - Present
UBS May 1992 - March 2001
Kidder Peabody August 1987 - May 1992
Skills
Option writing for..., Finance, Equities, Investments, Mutual Funds, Financial Services, Estate Planning, Management, Bonds, Cash Flow, Options, ETFs, Access, Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation
Education
Randolph-Macon College 1981 — 1985
Bachelors, Economics and Business
Kelly Buhler Kelly Buhler's UBS Experience August 2014 - Present
Job Finance Officer Nashville UBS
Industry Financial Services
Experience
UBS August 2014 - Present
UBS July 2012 - August 2014
Nomura December 2008 - July 2012
Lehman Brothers June 2006 - November 2008
Skills
Finance, Accounting, Investment Banking, Analysis, Corporate Finance, Financial Markets, Financial Modeling, Forecasting, Portfolio Management, Financial Analysis, CRM, Private Equity, Business Strategy, Valuation, Investments
Education
Richmond, The American International University in London 2002 — 2005
Business Administration, Finance, International Business
American School of Bombay 2001 — 2002
UBS August 2014 - Present
UBS July 2012 - August 2014
Nomura December 2008 - July 2012
Lehman Brothers June 2006 - November 2008
Skills
Finance, Accounting, Investment Banking, Analysis, Corporate Finance, Financial Markets, Financial Modeling, Forecasting, Portfolio Management, Financial Analysis, CRM, Private Equity, Business Strategy, Valuation, Investments
Education
Richmond, The American International University in London 2002 — 2005
Business Administration, Finance, International Business
American School of Bombay 2001 — 2002
Eileen Stoner Eileen Stoner's UBS Experience June 2011 - Present
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS June 2011 - Present
Morgan Stanley Smith Barney 1996 - 2011
Aetna 1995 - 1996
Capital Health System 1985 - 1995
Skills
Investments, Wealth Management, Financial Advisory
Education
Rider University
B.A., Business Administration
UBS June 2011 - Present
Morgan Stanley Smith Barney 1996 - 2011
Aetna 1995 - 1996
Capital Health System 1985 - 1995
Skills
Investments, Wealth Management, Financial Advisory
Education
Rider University
B.A., Business Administration
Jason Choate's UBS Experience February 2002 - January 2004
Job Senior Commodities Business Analyst
Industry Oil & Energy
Experience
MRE Consulting August 2013 - Present
Citigroup August 2006 - July 2013
SunGard October 2011 - April 2012
Barclays Capital October 2005 - July 2006
Suez Energy February 2005 - September 2005
Barclays Bank February 2004 - December 2004
OpenLink Financial March 2003 - January 2004
UBS February 2002 - January 2004
Enron April 2000 - February 2002
Enron December 1999 - April 2000
Skills
Openlink, Trading, Commodity, Natural Gas, Commodity Markets, Endur, Risk Management, Hedging, Energy, Energy Markets, Business Analysis, Management, ETRM, Consulting, Requirements Analysis, Trading Systems, Swaps, Options, Market Risk, Equity Trading, Derivatives
Education
Rice University 1991 — 1994
Bachelor's degree
MRE Consulting August 2013 - Present
Citigroup August 2006 - July 2013
SunGard October 2011 - April 2012
Barclays Capital October 2005 - July 2006
Suez Energy February 2005 - September 2005
Barclays Bank February 2004 - December 2004
OpenLink Financial March 2003 - January 2004
UBS February 2002 - January 2004
Enron April 2000 - February 2002
Enron December 1999 - April 2000
Skills
Openlink, Trading, Commodity, Natural Gas, Commodity Markets, Endur, Risk Management, Hedging, Energy, Energy Markets, Business Analysis, Management, ETRM, Consulting, Requirements Analysis, Trading Systems, Swaps, Options, Market Risk, Equity Trading, Derivatives
Education
Rice University 1991 — 1994
Bachelor's degree
Yan Cao Yan Cao's UBS Experience October 2011 - December 2011
Job Account Associate II
Industry Computer Software
Experience
Vistex September 2013 - Present
Atlas World Group International December 2012 - September 2013
Scribes STAT June 2012 - October 2012
Search Engine Optimist March 2012 - August 2012
UBS October 2011 - December 2011
Skills
R, GIS, Eviews, Microsoft Office, Cantonese, Mandarin, Customer Service, PowerPoint, Social Networking, Marketing, Event Management, Statistics, Access, Chinese, Office Administration, Document Management, SPSS, Social Media, Public Speaking, Microsoft Excel, Data Analysis, Event Planning, Training, SEO, Research
Education
Renton Technical College 2014 — 2016
Associate's Degree, Computer Science
University of Washington 2008 — 2012
Bachelor of Science (BS), Economics, Environmental Science and Resources Management
Vistex September 2013 - Present
Atlas World Group International December 2012 - September 2013
Scribes STAT June 2012 - October 2012
Search Engine Optimist March 2012 - August 2012
UBS October 2011 - December 2011
Skills
R, GIS, Eviews, Microsoft Office, Cantonese, Mandarin, Customer Service, PowerPoint, Social Networking, Marketing, Event Management, Statistics, Access, Chinese, Office Administration, Document Management, SPSS, Social Media, Public Speaking, Microsoft Excel, Data Analysis, Event Planning, Training, SEO, Research
Education
Renton Technical College 2014 — 2016
Associate's Degree, Computer Science
University of Washington 2008 — 2012
Bachelor of Science (BS), Economics, Environmental Science and Resources Management
Paul Drzewiecki Paul Drzewiecki's UBS Experience November 2004 - Present
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS November 2004 - Present
Procter & Gamble June 1971 - March 2004
Education
University of Cincinnati College of Business 1973 — 1981
MBA, Marketing, Finance Minor
Rensselaer Polytechnic Institute 1965 — 1971
Masters/ Batchelors, Chemical Engineering, Magna Cum Laude
UBS November 2004 - Present
Procter & Gamble June 1971 - March 2004
Education
University of Cincinnati College of Business 1973 — 1981
MBA, Marketing, Finance Minor
Rensselaer Polytechnic Institute 1965 — 1971
Masters/ Batchelors, Chemical Engineering, Magna Cum Laude
Briggs Thompson's UBS Experience June 2007 - August 2007
Job Senior Software Engineer at RetailMeNot, Inc.
Industry Information Technology and Services
Experience
RetailMeNot, Inc. February 2014 - July 2015
RetailMeNot, Inc. November 2011 - February 2014
Capital IQ May 2009 - November 2011
Tallan August 2008 - January 2009
UBS June 2007 - August 2007
Skills
Web Applications, SQL, C#, Solr, Agile Methodologies, REST, Software Engineering, Java, MySQL, Microsoft SQL Server, Python, MongoDB, Web Development, PHP, Django, RabbitMQ, EMR, Amazon Web Services..., Database Design, Big Data, Hadoop, Software Development, NoSQL
Education
Rensselaer Polytechnic Institute 2004 — 2008
BS
RetailMeNot, Inc. February 2014 - July 2015
RetailMeNot, Inc. November 2011 - February 2014
Capital IQ May 2009 - November 2011
Tallan August 2008 - January 2009
UBS June 2007 - August 2007
Skills
Web Applications, SQL, C#, Solr, Agile Methodologies, REST, Software Engineering, Java, MySQL, Microsoft SQL Server, Python, MongoDB, Web Development, PHP, Django, RabbitMQ, EMR, Amazon Web Services..., Database Design, Big Data, Hadoop, Software Development, NoSQL
Education
Rensselaer Polytechnic Institute 2004 — 2008
BS
Chris Schwarz Chris Schwarz's UBS Experience January 2003 - March 2003
Job Team Lead Backup Engineer at NTT America
Industry Information Technology and Services
Experience
NTT (Nippon Telegraph and Telephone Corporation) August 2010 - Present
Fannie Mae May 2010 - August 2010
BAE Systems February 2010 - April 2010
Aol. August 2005 - February 2010
AOL Time Warner August 2006 - August 2007
AOL Time Warner August 2004 - August 2006
Watt Tieder Hoffar & Fitzgerald August 2002 - August 2004
UBS January 2003 - March 2003
Export-Import Bank of the United States April 2002 - September 2002
Export-Import Bank of the United States April 2001 - September 2001
Skills
Disaster Recovery, BMC Remedy, Data Domain, Autosys, Spanish, FalconStor, Asigra, Solaris, Storage, Data Center, Storage Area Networks, Virtualization, NetApp, System Administration, Business Continuity, Unix, Red Hat Linux, Integration, DNS, EMC Storage, Cluster, Cisco Technologies, Security, SAN
Education
Randolph-Macon College 1998 — 2002
B.A., Economics/Computer Science
NTT (Nippon Telegraph and Telephone Corporation) August 2010 - Present
Fannie Mae May 2010 - August 2010
BAE Systems February 2010 - April 2010
Aol. August 2005 - February 2010
AOL Time Warner August 2006 - August 2007
AOL Time Warner August 2004 - August 2006
Watt Tieder Hoffar & Fitzgerald August 2002 - August 2004
UBS January 2003 - March 2003
Export-Import Bank of the United States April 2002 - September 2002
Export-Import Bank of the United States April 2001 - September 2001
Skills
Disaster Recovery, BMC Remedy, Data Domain, Autosys, Spanish, FalconStor, Asigra, Solaris, Storage, Data Center, Storage Area Networks, Virtualization, NetApp, System Administration, Business Continuity, Unix, Red Hat Linux, Integration, DNS, EMC Storage, Cluster, Cisco Technologies, Security, SAN
Education
Randolph-Macon College 1998 — 2002
B.A., Economics/Computer Science
Matthew Cassaro Matthew Cassaro's UBS Experience March 2011 - July 2011
Job Accounting & Financial Services Professional
Industry Accounting
Experience
Panasonic USA September 2014 - Present
Ernst & Young February 2013 - June 2014
UBS March 2011 - July 2011
Bank of America February 2009 - December 2010
Merrill Lynch September 2006 - January 2009
Ascent Media February 2006 - August 2006
Skills
Creative Writing, Economic theory, Financial Accounting, Excel, Quickbooks, Client communication, Training & Development, Staff Training, Retirement Services, Microsoft Excel, QuickBooks, Retirement, Economics
Education
University of Phoenix 2009 — 2011
Masters, Accountancy
Ramapo College of New Jersey 2002 — 2006
B.S, Accounting & Finance
Toms River South 1998 — 2002
High School Diploma, General Studies
Panasonic USA September 2014 - Present
Ernst & Young February 2013 - June 2014
UBS March 2011 - July 2011
Bank of America February 2009 - December 2010
Merrill Lynch September 2006 - January 2009
Ascent Media February 2006 - August 2006
Skills
Creative Writing, Economic theory, Financial Accounting, Excel, Quickbooks, Client communication, Training & Development, Staff Training, Retirement Services, Microsoft Excel, QuickBooks, Retirement, Economics
Education
University of Phoenix 2009 — 2011
Masters, Accountancy
Ramapo College of New Jersey 2002 — 2006
B.S, Accounting & Finance
Toms River South 1998 — 2002
High School Diploma, General Studies
Doug Freedman Doug Freedman's UBS Experience June 2003 - April 2004
Job Senior Research Analyst at SternAgeeCRT
Industry Financial Services
Experience
RBC Capital Markets July 2011 - August 2015
Gleacher and Company (formerly Broadpoint.AmTech, formerly AmTech Research April 2004 - July 2011
UBS June 2003 - April 2004
Linear Technology Corporation January 2001 - January 2002
Linear Technology June 1995 - January 2001
National Semiconductor June 1990 - May 1995
General Motors 1988 - 1990
Skills
Investments, Analysis, Financial Modeling, Valuation, Team Leadership, Technical Writing, Sales Management, Semiconductors, Marketing Management, Stock Picking, Investment Advisory, Research Analysis, Competitive Analysis, Management, Sales, Research, Strategy, Corporate Finance, Financial Analysis, Corporate Development, Start-ups, Mergers & Acquisitions, Equity Research, CRM, Market Research
Education
Rensselaer Polytechnic Institute 1985 — 1990
BSEE, Electrical and Electronics Engineering
Blind Brook HS 1981 — 1985
RBC Capital Markets July 2011 - August 2015
Gleacher and Company (formerly Broadpoint.AmTech, formerly AmTech Research April 2004 - July 2011
UBS June 2003 - April 2004
Linear Technology Corporation January 2001 - January 2002
Linear Technology June 1995 - January 2001
National Semiconductor June 1990 - May 1995
General Motors 1988 - 1990
Skills
Investments, Analysis, Financial Modeling, Valuation, Team Leadership, Technical Writing, Sales Management, Semiconductors, Marketing Management, Stock Picking, Investment Advisory, Research Analysis, Competitive Analysis, Management, Sales, Research, Strategy, Corporate Finance, Financial Analysis, Corporate Development, Start-ups, Mergers & Acquisitions, Equity Research, CRM, Market Research
Education
Rensselaer Polytechnic Institute 1985 — 1990
BSEE, Electrical and Electronics Engineering
Blind Brook HS 1981 — 1985
Edita Kankanyan Edita Kankanyan's UBS Experience July 2006 - September 2013
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
AXA Advisors November 2013 - August 2014
UBS July 2006 - September 2013
Skills
Financial Analysis, Mutual Funds, Securities, Wealth Management, Investments, Series 7, Financial Planning, Finance, Portfolio Management, Insurance, Asset Management, Financial Modeling, Fixed Annuities, Fixed Income, Retirement Planning, Equities, Salesforce.com, Bloomberg, Risk Management, Banking
Education
Ramapo College of New Jersey 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Merrill Lynch January 2015 - Present
AXA Advisors November 2013 - August 2014
UBS July 2006 - September 2013
Skills
Financial Analysis, Mutual Funds, Securities, Wealth Management, Investments, Series 7, Financial Planning, Finance, Portfolio Management, Insurance, Asset Management, Financial Modeling, Fixed Annuities, Fixed Income, Retirement Planning, Equities, Salesforce.com, Bloomberg, Risk Management, Banking
Education
Ramapo College of New Jersey 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Larry Jamieson's UBS Experience June 2002 - May 2009
Job Desktop Services
Industry Information Technology and Services
Experience
SIX Financial Information October 2012 - Present
Surf's up Computers April 2010 - October 2012
Royal Bank of Scotland July 2010 - April 2011
Royal Bank of Scotland July 2010 - January 2011
UBS June 2002 - May 2009
UBS Investment Bank/Perot Systems June 2002 - May 2009
Dell Services June 2002 - June 2004
Trinity School January 2001 - June 2002
Trinity School January 1999 - December 2001
Trinity School January 1998 - September 2001
Skills
Active Directory, BMC Remedy, Windows 7, Windows Server, XP, ITIL, Blackberry Enterprise..., Servers, Disaster Recovery, Microsoft Exchange, VMware, Incident Management, Blackberry, Citrix, Windows, SharePoint, Computer Hardware, Vendor Management, Security, Hardware, Operating Systems, Network Administration, Technical Support, Troubleshooting, System Deployment, Windows XP, Software Installation, Networking, Laptops, Software Documentation, Cisco Technologies, Firewalls, Linux, Information Technology, Databases
Education
Rockland Community College 1981 — 1983
assoc, *
SIX Financial Information October 2012 - Present
Surf's up Computers April 2010 - October 2012
Royal Bank of Scotland July 2010 - April 2011
Royal Bank of Scotland July 2010 - January 2011
UBS June 2002 - May 2009
UBS Investment Bank/Perot Systems June 2002 - May 2009
Dell Services June 2002 - June 2004
Trinity School January 2001 - June 2002
Trinity School January 1999 - December 2001
Trinity School January 1998 - September 2001
Skills
Active Directory, BMC Remedy, Windows 7, Windows Server, XP, ITIL, Blackberry Enterprise..., Servers, Disaster Recovery, Microsoft Exchange, VMware, Incident Management, Blackberry, Citrix, Windows, SharePoint, Computer Hardware, Vendor Management, Security, Hardware, Operating Systems, Network Administration, Technical Support, Troubleshooting, System Deployment, Windows XP, Software Installation, Networking, Laptops, Software Documentation, Cisco Technologies, Firewalls, Linux, Information Technology, Databases
Education
Rockland Community College 1981 — 1983
assoc, *
Grayson Prillaman Grayson Prillaman's UBS Experience January 1996 - February 2007
Job Senior Vice President Investments at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC February 2007 - Present
UBS January 1996 - February 2007
Crestar Bank August 1993 - January 1996
Skills
Estate Planning, Risk Management, Strategic Financial..., Finance, Securities, Financial Advisory, Financial Services, Retirement Planning, Wealth Management, Investments, FINRA, Mutual Funds, Investment Advisory, Portfolio Management, Strategic Planning, Financial Planning
Education
Roanoke College 1988 — 1992
Bachelor of Arts (BA), Sociology
Davenport & Company LLC February 2007 - Present
UBS January 1996 - February 2007
Crestar Bank August 1993 - January 1996
Skills
Estate Planning, Risk Management, Strategic Financial..., Finance, Securities, Financial Advisory, Financial Services, Retirement Planning, Wealth Management, Investments, FINRA, Mutual Funds, Investment Advisory, Portfolio Management, Strategic Planning, Financial Planning
Education
Roanoke College 1988 — 1992
Bachelor of Arts (BA), Sociology
Aaron Jacobs Aaron Jacobs's UBS Experience February 2012 - April 2012
Job Investment Analyst at Portfolio Evaluations, Inc. (PEI)
Industry Financial Services
Experience
Portfolio Evaluations, Inc. (PEI) June 2015 - Present
Prudential Insurance Company of America June 2013 - May 2015
Rider University September 2012 - May 2013
UBS February 2012 - April 2012
Rider University May 2011 - August 2011
Education
Rider University 2009 — 2013
Bachelor of Science, Business Administration; Finance & Accounting
Rider University Provost Scholarship
Portfolio Evaluations, Inc. (PEI) June 2015 - Present
Prudential Insurance Company of America June 2013 - May 2015
Rider University September 2012 - May 2013
UBS February 2012 - April 2012
Rider University May 2011 - August 2011
Education
Rider University 2009 — 2013
Bachelor of Science, Business Administration; Finance & Accounting
Rider University Provost Scholarship
Rachel Vecchitto Rachel Vecchitto's UBS Experience June 2003 - November 2004
Job I help build the internet.
Industry Internet
Experience
Adventure Projects Inc August 2015 - Present
Twitter May 2014 - July 2015
Gnip February 2014 - May 2014
Etsy August 2009 - January 2014
Wee Web June 2008 - August 2009
The New York Times January 2007 - June 2008
Meetup.com November 2004 - January 2007
UBS June 2003 - November 2004
Skills
JavaScript, Ruby, Scalability, Awesomeness, PHP, Web Development, REST
Education
Rensselaer Polytechnic Institute 1999 — 2003
B.S., Computer Science
Adventure Projects Inc August 2015 - Present
Twitter May 2014 - July 2015
Gnip February 2014 - May 2014
Etsy August 2009 - January 2014
Wee Web June 2008 - August 2009
The New York Times January 2007 - June 2008
Meetup.com November 2004 - January 2007
UBS June 2003 - November 2004
Skills
JavaScript, Ruby, Scalability, Awesomeness, PHP, Web Development, REST
Education
Rensselaer Polytechnic Institute 1999 — 2003
B.S., Computer Science
Ashley Hussey Ashley Hussey's UBS Experience June 2006 - August 2006
Job Product Manager/ Pricing at Brenntag Specialties, Inc.
Industry Chemicals
Experience
Brenntag Specialties, Inc. November 2014 - Present
Brenntag Specialties Inc. March 2011 - Present
Brenntag Specialties Inc. February 2008 - March 2011
UBS June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Microsoft Office, Windows Vista, AS400, Excel, Photoshop, Microsoft Excel, Product Marketing, Pricing, Personal Care, Raw Materials, Marketing, Analysis, Product Development, PowerPoint, Social Media
Education
Rider University 2003 — 2007
Communications, Public Relations Minor in Event Planning
NPHS
Brenntag Specialties, Inc. November 2014 - Present
Brenntag Specialties Inc. March 2011 - Present
Brenntag Specialties Inc. February 2008 - March 2011
UBS June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Microsoft Office, Windows Vista, AS400, Excel, Photoshop, Microsoft Excel, Product Marketing, Pricing, Personal Care, Raw Materials, Marketing, Analysis, Product Development, PowerPoint, Social Media
Education
Rider University 2003 — 2007
Communications, Public Relations Minor in Event Planning
NPHS
Shane Mason Shane Mason's UBS Experience January 2013 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS January 2013 - Present
Corporate Graphics International March 2011 - January 2013
Corporate Graphics International March 2010 - April 2011
Corporate Graphics International January 2006 - March 2010
Corporate Graphics International 2004 - 2006
The Consortium 2003 - 2004
Celebration Wedding Stationery 2001 - 2003
Skills
Account Management, Business Cards, CRM, Digital Printing, Direct Mail, E-commerce, Employee Relations, Envelopes, Key Account Management, Management, Offset Printing, Operations Management, Pre-press, Print Management, Social Media Marketing
Education
Ramapo College of New Jersey 1996 — 2000
BA, Multimedia Art & Design
UBS January 2013 - Present
Corporate Graphics International March 2011 - January 2013
Corporate Graphics International March 2010 - April 2011
Corporate Graphics International January 2006 - March 2010
Corporate Graphics International 2004 - 2006
The Consortium 2003 - 2004
Celebration Wedding Stationery 2001 - 2003
Skills
Account Management, Business Cards, CRM, Digital Printing, Direct Mail, E-commerce, Employee Relations, Envelopes, Key Account Management, Management, Offset Printing, Operations Management, Pre-press, Print Management, Social Media Marketing
Education
Ramapo College of New Jersey 1996 — 2000
BA, Multimedia Art & Design
Steve Haber Steve Haber's UBS Experience November 2013 - Present
Job eDiscover Technical Services Development and Engineering Team Lead at UBS
Industry Financial Services
Experience
UBS November 2013 - Present
UBS July 2011 - October 2013
UBS July 2009 - July 2011
Rochester Institute of Technology September 2008 - March 2009
UBS Wealth Management June 2008 - August 2008
NYSOMRDD June 2005 - August 2008
Staples March 2005 - August 2008
Skills
Technical Writing, C#, Team Building, ITIL, Visual Studio, AJAX, Web Design, Data Analysis, Database Administration, Excel, HTML, Innovation, Integration, Java, jQuery, JDBC, Knowledge Management, KPI, Linux, MySQL, Operations, PHP, Perl, Series 7, SQL Server, Microsoft Excel, Information Technology, Disaster Recovery, Active Directory, XML, Servers, Apache, Oracle, Visual Basic, JavaScript, Databases, Web Applications, VB.NET, CSS, VBA, SharePoint, Unix, Visio, Microsoft Exchange, IIS, SQL, SDLC, VMware, Requirements Analysis, Enterprise Architecture
Education
Rochester Institute of Technology 2005 — 2009
BS, Information Technology
UBS November 2013 - Present
UBS July 2011 - October 2013
UBS July 2009 - July 2011
Rochester Institute of Technology September 2008 - March 2009
UBS Wealth Management June 2008 - August 2008
NYSOMRDD June 2005 - August 2008
Staples March 2005 - August 2008
Skills
Technical Writing, C#, Team Building, ITIL, Visual Studio, AJAX, Web Design, Data Analysis, Database Administration, Excel, HTML, Innovation, Integration, Java, jQuery, JDBC, Knowledge Management, KPI, Linux, MySQL, Operations, PHP, Perl, Series 7, SQL Server, Microsoft Excel, Information Technology, Disaster Recovery, Active Directory, XML, Servers, Apache, Oracle, Visual Basic, JavaScript, Databases, Web Applications, VB.NET, CSS, VBA, SharePoint, Unix, Visio, Microsoft Exchange, IIS, SQL, SDLC, VMware, Requirements Analysis, Enterprise Architecture
Education
Rochester Institute of Technology 2005 — 2009
BS, Information Technology
Melissa Cannizzaro Melissa Cannizzaro's UBS Experience March 1999 - August 2003
Job Managing Partner at Signature Financial Group
Industry Financial Services
Experience
Signature Financial Group August 2003 - Present
UBS March 1999 - August 2003
UBS Investment Bank February 1999 - August 2003
Skills
Strategic Financial..., Retirement Planning, Retirement Plan..., Financial Planning, Investments, Financial Advisory, Retirement, Securities, Finance, Financial Planners, Real Estate, Estate Planning, Personal Finance, Wealth Management, Series 7, Asset Management, Alternative Investments, Portfolio Management, Management, Insurance, Financial Services, Fixed Annuities, Long Term Care Insurance
Education
Ramapo College of New Jersey 1992 — 1996
BA, Economics
Signature Financial Group August 2003 - Present
UBS March 1999 - August 2003
UBS Investment Bank February 1999 - August 2003
Skills
Strategic Financial..., Retirement Planning, Retirement Plan..., Financial Planning, Investments, Financial Advisory, Retirement, Securities, Finance, Financial Planners, Real Estate, Estate Planning, Personal Finance, Wealth Management, Series 7, Asset Management, Alternative Investments, Portfolio Management, Management, Insurance, Financial Services, Fixed Annuities, Long Term Care Insurance
Education
Ramapo College of New Jersey 1992 — 1996
BA, Economics
Charles E. Prather IV, CFA,CFP® Charles E. Prather IV, CFA,CFP®'s UBS Experience August 2011 - December 2014
Job Senior Wealth Manager/Founding Partner
Industry Investment Management
Experience
WealthPLAN Partners December 2014 - Present
UBS August 2011 - December 2014
CUSO February 2001 - August 2011
SunCorp Corporate Credit Union 1997 - 2001
CNBS, LLC 1994 - 1997
CNBS, LLC 1994 - 1997
U.S. Central 1988 - 1994
Education
Rockhurst University 1981 — 1985
Finance/Economics, Finance
Rockhurst University 1981 — 1985
Bachelor of Science (BS), finance/economics
WealthPLAN Partners December 2014 - Present
UBS August 2011 - December 2014
CUSO February 2001 - August 2011
SunCorp Corporate Credit Union 1997 - 2001
CNBS, LLC 1994 - 1997
CNBS, LLC 1994 - 1997
U.S. Central 1988 - 1994
Education
Rockhurst University 1981 — 1985
Finance/Economics, Finance
Rockhurst University 1981 — 1985
Bachelor of Science (BS), finance/economics
Kaitlyn Smith's UBS Experience January 2012 - April 2012
Job Procurement Analyst at The Boeing Company
Industry Defense & Space
Experience
Boeing August 2015 - Present
Pep Boys January 2014 - July 2015
Hopewell Valley Golf Club August 2013 - December 2013
bd's Mongolian Grill May 2012 - July 2013
Jumpstart August 2012 - April 2013
UBS January 2012 - April 2012
Eastern Dental May 2011 - August 2011
Golden Eagle Diner May 2010 - August 2010
Isaac Newton's Restaurant August 2008 - May 2010
Skills
Teamwork, Leadership, Inventory Management, Vendor Management, Supply Chain Management, Microsoft Excel, Customer Service, JDA E3, Microsoft Office, Strategies, Business Analysis, Social Media, PowerPoint, Research, Microsoft Word, Analyze Problems, Event Planning, Time Management, Retail, Data Analysis, Supply Chain, Inventory Analysis
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science in Business Administration, Global Management, Finance
Richmond, The American International University in London 2011 — 2011
Boeing August 2015 - Present
Pep Boys January 2014 - July 2015
Hopewell Valley Golf Club August 2013 - December 2013
bd's Mongolian Grill May 2012 - July 2013
Jumpstart August 2012 - April 2013
UBS January 2012 - April 2012
Eastern Dental May 2011 - August 2011
Golden Eagle Diner May 2010 - August 2010
Isaac Newton's Restaurant August 2008 - May 2010
Skills
Teamwork, Leadership, Inventory Management, Vendor Management, Supply Chain Management, Microsoft Excel, Customer Service, JDA E3, Microsoft Office, Strategies, Business Analysis, Social Media, PowerPoint, Research, Microsoft Word, Analyze Problems, Event Planning, Time Management, Retail, Data Analysis, Supply Chain, Inventory Analysis
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science in Business Administration, Global Management, Finance
Richmond, The American International University in London 2011 — 2011
Laura Sulborsky Laura Sulborsky's UBS Experience May 2014 - February 2015
Job Business Office Assistant at Maven Sports Medicine
Industry Financial Services
Experience
Maven Sports Medicine September 2015 - Present
Self Employed March 2015 - Present
UBS May 2014 - February 2015
TD Bank September 1994 - April 2014
Skills
Credit, Commercial Banking, Portfolio Management, Risk Management, Credit Analysis, Financial Analysis, Banking, Loans, Commercial Lending, Wealth Management, Leadership, Mortgage Lending, Retail Banking, Finance, Relationship Management, Small Business Lending, Coaching, Investments, Customer Service, Financial Services, Management, Consumer Lending, Cash Management, Microsoft Office, Team Building, Cross Selling
Education
William Paterson University of New Jersey 1998 — 2000
Teaching Certification, Kindergarden- 8th grade
Ramapo College of New Jersey
Bachelor of Science, Environmental Studies/ Psychology
River Dell High School
Maven Sports Medicine September 2015 - Present
Self Employed March 2015 - Present
UBS May 2014 - February 2015
TD Bank September 1994 - April 2014
Skills
Credit, Commercial Banking, Portfolio Management, Risk Management, Credit Analysis, Financial Analysis, Banking, Loans, Commercial Lending, Wealth Management, Leadership, Mortgage Lending, Retail Banking, Finance, Relationship Management, Small Business Lending, Coaching, Investments, Customer Service, Financial Services, Management, Consumer Lending, Cash Management, Microsoft Office, Team Building, Cross Selling
Education
William Paterson University of New Jersey 1998 — 2000
Teaching Certification, Kindergarden- 8th grade
Ramapo College of New Jersey
Bachelor of Science, Environmental Studies/ Psychology
River Dell High School
Sean Chin Sean Chin's UBS Experience February 2005 - June 2012
Job Consultant Marketing Finance at 1800flowers.com
Industry Consumer Services
Experience
1800flowers.com February 2015 - July 2015
Citi June 2012 - June 2013
UBS February 2005 - June 2012
Buckingham Research Group September 2003 - January 2005
Merrill Lynch March 1995 - March 2003
Skills
Budgets, Banking, Analytics, Valuation, Investments, Risk Management, Corporate Finance, Financial Reporting, Portfolio Management, Strategic Financial..., Finance, Analysis, Financial Analysis, Financial Modeling, Strategy, Forecasting
Education
Rochester Institute of Technology
BS, Finance
1800flowers.com February 2015 - July 2015
Citi June 2012 - June 2013
UBS February 2005 - June 2012
Buckingham Research Group September 2003 - January 2005
Merrill Lynch March 1995 - March 2003
Skills
Budgets, Banking, Analytics, Valuation, Investments, Risk Management, Corporate Finance, Financial Reporting, Portfolio Management, Strategic Financial..., Finance, Analysis, Financial Analysis, Financial Modeling, Strategy, Forecasting
Education
Rochester Institute of Technology
BS, Finance
Igor Lekht's UBS Experience January 2007 - April 2013
Job Head of Global Product Support at AxiomSL
Industry Information Technology and Services
Experience
AxiomSL April 2013 - Present
UBS January 2007 - April 2013
UBS Wealth Management December 2005 - January 2007
Prudential Financial September 2003 - November 2005
Prudential Securities, Inc August 2000 - August 2003
Prudential Securities, Inc March 1997 - August 2000
American Management Systems, Inc July 1994 - February 1997
Skills
Testing, System Testing, Integration, Process Improvement, User Acceptance Testing, Management, Analysis, Software Development, SharePoint, SDLC, Software Documentation, Business Requirements, Project Management, COBOL, Auditing, Requirements Analysis
Education
Rensselaer Polytechnic Institute 1991 — 1994
B.S., Computer Science, Economics
AxiomSL April 2013 - Present
UBS January 2007 - April 2013
UBS Wealth Management December 2005 - January 2007
Prudential Financial September 2003 - November 2005
Prudential Securities, Inc August 2000 - August 2003
Prudential Securities, Inc March 1997 - August 2000
American Management Systems, Inc July 1994 - February 1997
Skills
Testing, System Testing, Integration, Process Improvement, User Acceptance Testing, Management, Analysis, Software Development, SharePoint, SDLC, Software Documentation, Business Requirements, Project Management, COBOL, Auditing, Requirements Analysis
Education
Rensselaer Polytechnic Institute 1991 — 1994
B.S., Computer Science, Economics
Claudia Reuter Claudia Reuter's UBS Experience 2000 - 2003
Job Vice President, HMH Labs at Houghton Mifflin Harcourt
Industry Information Technology and Services
Experience
Houghton Mifflin Harcourt September 2014 - Present
Houghton Mifflin Harcourt July 2014 - September 2014
SchoolChapters, Inc. June 2011 - July 2014
Chapter 97 May 2006 - June 2011
UBS 2000 - 2003
InfoGroupNW 1999 - 2000
KVH September 1998 - June 1999
Skills
Leadership, Sales, Strategy, System Administration, Fundraising, SQL, Integration, Cloud Computing, Organizational..., Unix, Apache, SaaS, Venture Capital, Servers, E-commerce, Management, Salesforce.com, Program Management, Project Management, Public Speaking, Business Development, Social Media, Strategic Planning, Strategic Partnerships, Start-ups
Education
University of Vermont 1993 — 1997
B.A., Art History, Political Science
Rhode Island School of Design
Web Design
Houghton Mifflin Harcourt September 2014 - Present
Houghton Mifflin Harcourt July 2014 - September 2014
SchoolChapters, Inc. June 2011 - July 2014
Chapter 97 May 2006 - June 2011
UBS 2000 - 2003
InfoGroupNW 1999 - 2000
KVH September 1998 - June 1999
Skills
Leadership, Sales, Strategy, System Administration, Fundraising, SQL, Integration, Cloud Computing, Organizational..., Unix, Apache, SaaS, Venture Capital, Servers, E-commerce, Management, Salesforce.com, Program Management, Project Management, Public Speaking, Business Development, Social Media, Strategic Planning, Strategic Partnerships, Start-ups
Education
University of Vermont 1993 — 1997
B.A., Art History, Political Science
Rhode Island School of Design
Web Design
Terry Thompson Terry Thompson's UBS Experience 1993 - 2001
Job Your Key to the Hamptons
Industry Real Estate
Experience
Douglas Elliman Real Estate February 2009 - Present
Douglas Elliman Real Estate 2009 - Present
Hamptons Home Staging & Redesign-Serving Eastern Long Island and the Hamptons. 2007 - Present
UBS 1993 - 2001
Skills
Rentals, Home Staging, Sellers, First Time Home Buyers, Real Estate, New Homes, Condos, Selling, Luxury, Buyers, Referrals, Residential Homes, New Home Sales, Relocation, Investment Properties, Sales, Townhomes, Real Estate Transactions, Investments, Listings, Investors, Buyer Representation
Education
Rider University 1980 — 1984
Bachelor of Science, Business Management and Administration, Sales and Marketing
Douglas Elliman Real Estate February 2009 - Present
Douglas Elliman Real Estate 2009 - Present
Hamptons Home Staging & Redesign-Serving Eastern Long Island and the Hamptons. 2007 - Present
UBS 1993 - 2001
Skills
Rentals, Home Staging, Sellers, First Time Home Buyers, Real Estate, New Homes, Condos, Selling, Luxury, Buyers, Referrals, Residential Homes, New Home Sales, Relocation, Investment Properties, Sales, Townhomes, Real Estate Transactions, Investments, Listings, Investors, Buyer Representation
Education
Rider University 1980 — 1984
Bachelor of Science, Business Management and Administration, Sales and Marketing
Monique Jozwiak Monique Jozwiak's UBS Experience August 2013 - August 2014
Job Internal RIA Consultant at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management September 2014 - Present
UBS August 2013 - August 2014
Merrill Lynch December 2007 - August 2013
Northwestern Mutual December 2006 - November 2007
Skills
Mutual Funds, Investments, Wealth Management, Finance, Financial Analysis, Series 7, Financial Services, Equities, Alternative Investments, Portfolio Management, Leadership, Series 63, Fixed Income
Education
Rider University 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services
BMO Global Asset Management September 2014 - Present
UBS August 2013 - August 2014
Merrill Lynch December 2007 - August 2013
Northwestern Mutual December 2006 - November 2007
Skills
Mutual Funds, Investments, Wealth Management, Finance, Financial Analysis, Series 7, Financial Services, Equities, Alternative Investments, Portfolio Management, Leadership, Series 63, Fixed Income
Education
Rider University 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Nicholas Cutruzzula Nicholas Cutruzzula's UBS Experience June 2014 - August 2014
Job Go! Team Assistant at Hirambo Inc.
Industry Marketing and Advertising
Experience
Barnes & Noble College August 2015 - Present
Hirambo Inc. July 2015 - Present
Robert Morris University January 2015 - April 2015
Robert Morris University September 2012 - December 2014
UBS June 2014 - August 2014
Kennywood Entertainment May 2010 - June 2014
Skills
Microsoft Office, Facebook, PowerPoint, Social Media, Microsoft Word, Customer Service, Time Management, Microsoft Excel, Public Speaking, Event Planning, Research, First Aid, Event Management
Education
Robert Morris University 2011 — 2015
Bachelor of Science in Business Administration, Marketing, 3.34 QPA
Barnes & Noble College August 2015 - Present
Hirambo Inc. July 2015 - Present
Robert Morris University January 2015 - April 2015
Robert Morris University September 2012 - December 2014
UBS June 2014 - August 2014
Kennywood Entertainment May 2010 - June 2014
Skills
Microsoft Office, Facebook, PowerPoint, Social Media, Microsoft Word, Customer Service, Time Management, Microsoft Excel, Public Speaking, Event Planning, Research, First Aid, Event Management
Education
Robert Morris University 2011 — 2015
Bachelor of Science in Business Administration, Marketing, 3.34 QPA
Keli Joldzic Keli Joldzic's UBS Experience April 2014 - Present
Job Investment Bank | Global Equities
Industry Financial Services
Experience
UBS April 2014 - Present
Morgan Stanley May 2013 - April 2014
The Medicines Company February 2009 - April 2013
Merrill Lynch December 2005 - January 2009
Merrill Lynch/Bank of America December 2005 - January 2008
Merrill Lynch August 2005 - December 2005
Skills
Administrative..., PowerPoint, Vendor Management, Microsoft Excel, Microsoft Office, Employee Relations, Office Management, Team Leadership, Process Improvement, Program Management, Human Resources, Talent Management, Project Management, Team Building, Recruiting, Change Management, Outlook, Microsoft Word, Workshop Facilitation, Talent Acquisition, Clinical Trials, GCP, TMF, Site Initiation, Executive..., Budgets, Applicant Tracking..., Leadership, Interviews, Onboarding, Management, Start-ups, Teamwork, Software Documentation, Time Management, Visio
Education
Villanova University 2011 — 2011
Masters Certificate, Human Resources Management
Rider University 1999 — 2003
BA, Psychology, Psychology
UBS April 2014 - Present
Morgan Stanley May 2013 - April 2014
The Medicines Company February 2009 - April 2013
Merrill Lynch December 2005 - January 2009
Merrill Lynch/Bank of America December 2005 - January 2008
Merrill Lynch August 2005 - December 2005
Skills
Administrative..., PowerPoint, Vendor Management, Microsoft Excel, Microsoft Office, Employee Relations, Office Management, Team Leadership, Process Improvement, Program Management, Human Resources, Talent Management, Project Management, Team Building, Recruiting, Change Management, Outlook, Microsoft Word, Workshop Facilitation, Talent Acquisition, Clinical Trials, GCP, TMF, Site Initiation, Executive..., Budgets, Applicant Tracking..., Leadership, Interviews, Onboarding, Management, Start-ups, Teamwork, Software Documentation, Time Management, Visio
Education
Villanova University 2011 — 2011
Masters Certificate, Human Resources Management
Rider University 1999 — 2003
BA, Psychology, Psychology
Brett Williamson's UBS Experience August 2013 - February 2015
Job Team Lead, Metrics and MI Reporting, FCC Oversight at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank February 2015 - Present
UBS August 2013 - February 2015
Hachette Book Group May 2013 - August 2013
Stryker Orthopaedics January 2012 - May 2013
Skills
Financial Modeling, Microsoft Excel, Microsoft Word, PowerPoint, Corporate Finance, Microsoft Office, Access, Eagle Scout, Networking, Business Strategy, Teamwork, Leadership, Public Speaking, Research, Investments, Equities, Business Development, Early-stage Startups, Capital IQ, Economic Forecasting, Financial Forecasting, P&L Analysis, Valuation, AML, Eviews, Outlook, Finance
Education
Ramapo College of New Jersey 2010 — 2013
Bachelor of Science (B.S.), Finance
Standard Chartered Bank February 2015 - Present
UBS August 2013 - February 2015
Hachette Book Group May 2013 - August 2013
Stryker Orthopaedics January 2012 - May 2013
Skills
Financial Modeling, Microsoft Excel, Microsoft Word, PowerPoint, Corporate Finance, Microsoft Office, Access, Eagle Scout, Networking, Business Strategy, Teamwork, Leadership, Public Speaking, Research, Investments, Equities, Business Development, Early-stage Startups, Capital IQ, Economic Forecasting, Financial Forecasting, P&L Analysis, Valuation, AML, Eviews, Outlook, Finance
Education
Ramapo College of New Jersey 2010 — 2013
Bachelor of Science (B.S.), Finance
Justin Persin Justin Persin's UBS Experience June 2010 - July 2010
Job Consulting Manager at FactSet Research Systems
Industry Financial Services
Experience
FactSet Research Systems May 2014 - Present
FactSet Research Systems January 2012 - May 2014
Hamilton Sundstrand June 2011 - January 2012
UBS June 2010 - July 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Equities, Valuation, Investments, Securities, Portfolio Management, Finance, Management, Asset Management, Leadership, Consulting, Investment Management, Data Analysis, PowerPoint
Education
Rensselaer Polytechnic Institute at Hartford 2011 — 2012
Master of Science, Management - Finance
Rensselaer Polytechnic Institute 2007 — 2011
Bachelor of Science, Business Management - Finance
FactSet Research Systems May 2014 - Present
FactSet Research Systems January 2012 - May 2014
Hamilton Sundstrand June 2011 - January 2012
UBS June 2010 - July 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Equities, Valuation, Investments, Securities, Portfolio Management, Finance, Management, Asset Management, Leadership, Consulting, Investment Management, Data Analysis, PowerPoint
Education
Rensselaer Polytechnic Institute at Hartford 2011 — 2012
Master of Science, Management - Finance
Rensselaer Polytechnic Institute 2007 — 2011
Bachelor of Science, Business Management - Finance
John B. Zodrow John B. Zodrow's UBS Experience January 2009 - Present
Job Senior Portfolio Manager and Financial Adviser at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch December 1985 - January 2009
Schlumberger July 1979 - December 1985
Skills
Financial Planning, Portfolio Management
Education
Rice University 1978 — 1979
Master of Mechanical Enginnering
Rice University 1974 — 1978
Bachelor of Mechanical Engineering
UBS January 2009 - Present
Merrill Lynch December 1985 - January 2009
Schlumberger July 1979 - December 1985
Skills
Financial Planning, Portfolio Management
Education
Rice University 1978 — 1979
Master of Mechanical Enginnering
Rice University 1974 — 1978
Bachelor of Mechanical Engineering
David Stack David Stack's UBS Experience May 1990 - August 1990
Job at Royal Bank of Scotland plc
Industry Banking
Experience
Royal Bank of Scotland plc 2007 - Present
ABN AMRO Bank N.V. 1992 - 2007
UBS May 1990 - August 1990
HSBC 1986 - 1989
Skills
Commercial Lending, Financial Modeling, Portfolio Management, Credit Risk, Commercial Banking, Structured Finance, Fixed Income, Restructuring, Banking, Relationship Management, Capital Markets, Credit, Financial Analysis, Financial Risk, Risk Management, Derivatives, Loan Origination, Credit Analysis, Operational Risk, Leveraged Finance, Investment Banking, Management, Financial Structuring, Hedge Funds, Structured Products, Bloomberg, Emerging Markets, Private Equity, Due Diligence, FX Options, Finance, Corporate Finance, Cash Management, Investments, Payments, Asset Management, Project Finance, Valuation, Financial Services, Loans, Trade Finance, Financial Markets, Equities, Credit Derivatives
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Major: Finance / Concentration: International Business
Richmond, The American International University in London 1983 — 1986
Bachelor of Arts (B.A.), Majors: Political Science & English Literature
Royal Bank of Scotland plc 2007 - Present
ABN AMRO Bank N.V. 1992 - 2007
UBS May 1990 - August 1990
HSBC 1986 - 1989
Skills
Commercial Lending, Financial Modeling, Portfolio Management, Credit Risk, Commercial Banking, Structured Finance, Fixed Income, Restructuring, Banking, Relationship Management, Capital Markets, Credit, Financial Analysis, Financial Risk, Risk Management, Derivatives, Loan Origination, Credit Analysis, Operational Risk, Leveraged Finance, Investment Banking, Management, Financial Structuring, Hedge Funds, Structured Products, Bloomberg, Emerging Markets, Private Equity, Due Diligence, FX Options, Finance, Corporate Finance, Cash Management, Investments, Payments, Asset Management, Project Finance, Valuation, Financial Services, Loans, Trade Finance, Financial Markets, Equities, Credit Derivatives
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Major: Finance / Concentration: International Business
Richmond, The American International University in London 1983 — 1986
Bachelor of Arts (B.A.), Majors: Political Science & English Literature
Kunal Chandi's UBS Experience August 1999 - December 2003
Job Client Strategy Account Management
Industry Financial Services
Experience
Guggenheim Partners January 2015 - Present
S&P Capital IQ June 2008 - January 2015
City National Rochdale November 2006 - October 2007
UBS August 1999 - December 2003
Skills
Capital Markets, Financial Modeling, Equity Research, Fixed Income, Bloomberg, Financial Analysis, Equities, Hedge Funds, Capital IQ, Asset Managment, Finance, Investment Banking, Financial Markets, Mergers & Acquisitions, Financial Reporting, Financial Services, Asset Management, Derivatives, Investments, Strategy, Valuation, Management, Securities, Mutual Funds, Relationship Management, Data Analysis
Education
Ramapo College of New Jersey 1998 — 2002
BS, Business Management
Guggenheim Partners January 2015 - Present
S&P Capital IQ June 2008 - January 2015
City National Rochdale November 2006 - October 2007
UBS August 1999 - December 2003
Skills
Capital Markets, Financial Modeling, Equity Research, Fixed Income, Bloomberg, Financial Analysis, Equities, Hedge Funds, Capital IQ, Asset Managment, Finance, Investment Banking, Financial Markets, Mergers & Acquisitions, Financial Reporting, Financial Services, Asset Management, Derivatives, Investments, Strategy, Valuation, Management, Securities, Mutual Funds, Relationship Management, Data Analysis
Education
Ramapo College of New Jersey 1998 — 2002
BS, Business Management
Cary Alsina Cary Alsina's UBS Experience February 2010 - Present
Job Portfolio Analyst at UBS
Industry Financial Services
Experience
UBS February 2010 - Present
UBS October 2004 - February 2010
Popular Securities Inc. January 2001 - September 2004
Banco Popular de Puerto Rico January 1995 - December 2000
Skills
Fixed Income, Portfolio Management, Equities, Bloomberg, Investments, Derivatives, Financial Modeling, Asset Allocation, Wealth Management, Asset Management, Series 7, Alternative Investments, Capital Markets, Mutual Funds, Valuation, Investment Banking, Financial Analysis, Securities, Investment Strategies
Education
University of Phoenix - Guaynabo, PR 1995 — 1997
Master of Business Administration (MBA), Finance and Business Management
Rhode Island College 1987 — 1989
Bachelor of Arts (B.A.), Mass Communication/Media Studies
UBS February 2010 - Present
UBS October 2004 - February 2010
Popular Securities Inc. January 2001 - September 2004
Banco Popular de Puerto Rico January 1995 - December 2000
Skills
Fixed Income, Portfolio Management, Equities, Bloomberg, Investments, Derivatives, Financial Modeling, Asset Allocation, Wealth Management, Asset Management, Series 7, Alternative Investments, Capital Markets, Mutual Funds, Valuation, Investment Banking, Financial Analysis, Securities, Investment Strategies
Education
University of Phoenix - Guaynabo, PR 1995 — 1997
Master of Business Administration (MBA), Finance and Business Management
Rhode Island College 1987 — 1989
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Jennifer Amaral's UBS Experience May 2014 - August 2014
Job TakeOut/Host at Legal Sea Foods
Industry Higher Education
Experience
Legal Sea Foods May 2015 - Present
Regis College September 2013 - Present
Massachusetts State House- Office of the Senate President Therese Murray May 2014 - August 2014
UBS May 2014 - August 2014
Simmons & Schiavo, Attorneys At Law May 2014 - August 2014
DTZ, Inc (via Employment on Demand) June 2013 - August 2013
Camp Six Acres June 2010 - June 2013
Byrne's Tang Soo Do Karate Studio 2006 - 2010
Skills
Leadership, Social Media, Time Management, Public Speaking, Work Well Independently, Research, PowerPoint, Microsoft Word, Teamwork, Customer Service, Fundraising, Community Outreach, Project Management, Data Analysis, Event Planning, Problem Solving, Grant Writing, Microsoft Excel, Training, Critical Thinking
Education
Regis College 2012 — 2016
Bachelor's degree, Business Management & Law/Government, Junior
Saint Clement High School 2008 — 2012
High School Diploma
Legal Sea Foods May 2015 - Present
Regis College September 2013 - Present
Massachusetts State House- Office of the Senate President Therese Murray May 2014 - August 2014
UBS May 2014 - August 2014
Simmons & Schiavo, Attorneys At Law May 2014 - August 2014
DTZ, Inc (via Employment on Demand) June 2013 - August 2013
Camp Six Acres June 2010 - June 2013
Byrne's Tang Soo Do Karate Studio 2006 - 2010
Skills
Leadership, Social Media, Time Management, Public Speaking, Work Well Independently, Research, PowerPoint, Microsoft Word, Teamwork, Customer Service, Fundraising, Community Outreach, Project Management, Data Analysis, Event Planning, Problem Solving, Grant Writing, Microsoft Excel, Training, Critical Thinking
Education
Regis College 2012 — 2016
Bachelor's degree, Business Management & Law/Government, Junior
Saint Clement High School 2008 — 2012
High School Diploma
Phillip Friedman Phillip Friedman's UBS Experience July 2012 - March 2013
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2014 - Present
AB Alliance Bernstein August 2013 - April 2014
UBS July 2012 - March 2013
Hank Haney Int. Jr. Golf Association January 2012 - May 2012
Fifth Third Bank August 2011 - January 2012
Camp Wise June 2006 - July 2009
Hawthorne Valley Country Club May 2007 - June 2007
Skills
Wealth Management, Investment Services, Retirement Planning..., Wealth Preservation..., Risk Management
Education
University of Kansas 2007 — 2011
Richmond, The American International University in London 2010 — 2010
AXA Advisors November 2014 - Present
AB Alliance Bernstein August 2013 - April 2014
UBS July 2012 - March 2013
Hank Haney Int. Jr. Golf Association January 2012 - May 2012
Fifth Third Bank August 2011 - January 2012
Camp Wise June 2006 - July 2009
Hawthorne Valley Country Club May 2007 - June 2007
Skills
Wealth Management, Investment Services, Retirement Planning..., Wealth Preservation..., Risk Management
Education
University of Kansas 2007 — 2011
Richmond, The American International University in London 2010 — 2010
JP Mamuric JP Mamuric's UBS Experience 2002 - 2005
Job Vice President, Financial Planning and Analysis Tribune Media
Industry Broadcast Media
Experience
Tribune Media February 2015 - Present
L'Oréal November 2013 - February 2015
L'Oréal June 2012 - November 2013
Procter & Gamble August 2010 - May 2012
Asian Community Alliance January 2011 - February 2012
Procter & Gamble August 2009 - August 2010
Procter & Gamble June 2007 - August 2009
Anheuser-Busch Companies, Inc. August 2006 - January 2007
Mizuho Financial Group June 2006 - August 2006
UBS 2002 - 2005
Skills
Financial Analysis, Cross-functional Team..., Financial Forecasting, Strategy, Marketing Strategy, Pricing Strategy, Mergers & Acquisitions, E-commerce, Management, Budgets, Acquisition Integration, Start-ups, Leadership, SAP, Analysis, Business Valuation, Competitive Intelligence, Strategic Communications, Supply Chain..., Corporate Finance, Financial Systems, Revenue Management, Integrating Acquisitions, Forecasting
Education
Washington University in St. Louis - Olin Business School 2005 — 2007
MBA
Rockhurst University 1997 — 2001
Bachelor of Science (B.S.)
The Lawrenceville School 1993 — 1997
Pembroke Hill
Tribune Media February 2015 - Present
L'Oréal November 2013 - February 2015
L'Oréal June 2012 - November 2013
Procter & Gamble August 2010 - May 2012
Asian Community Alliance January 2011 - February 2012
Procter & Gamble August 2009 - August 2010
Procter & Gamble June 2007 - August 2009
Anheuser-Busch Companies, Inc. August 2006 - January 2007
Mizuho Financial Group June 2006 - August 2006
UBS 2002 - 2005
Skills
Financial Analysis, Cross-functional Team..., Financial Forecasting, Strategy, Marketing Strategy, Pricing Strategy, Mergers & Acquisitions, E-commerce, Management, Budgets, Acquisition Integration, Start-ups, Leadership, SAP, Analysis, Business Valuation, Competitive Intelligence, Strategic Communications, Supply Chain..., Corporate Finance, Financial Systems, Revenue Management, Integrating Acquisitions, Forecasting
Education
Washington University in St. Louis - Olin Business School 2005 — 2007
MBA
Rockhurst University 1997 — 2001
Bachelor of Science (B.S.)
The Lawrenceville School 1993 — 1997
Pembroke Hill
Fay Pauly Fay Pauly's UBS Experience August 2013 - August 2013
Job Mechanical Engineering Student at Rice University
Industry Mechanical or Industrial Engineering
Experience
Anadarko Petroleum Corporation June 2014 - August 2014
Rice Service Council November 2011 - December 2013
Rice Memorial Center/Ley Student Center September 2011 - September 2013
UBS August 2013 - August 2013
Enerflex Ltd. May 2013 - August 2013
Capital One May 2013 - May 2013
Rice Center for Engineering Leadership May 2012 - August 2012
Rice University August 2011 - December 2011
University of Chicago June 2010 - August 2010
Skills
CAD, 3D Modeling, Adobe Creative Suite, Violin, Matlab, Microsoft Office, Arc Welding, Lathe, Vertical Mill, Visio, Microsoft Excel, Project Engineering, Design Engineering, Analysis, Strategy, Public Speaking, Community Outreach, Leadership, Project Management, Teamwork, Engineering, Solidworks, SolidWorks
Education
Rice University 2011 — 2015
Bachelor of Science (B.S.), Mechanical Engineering, Sophomore
Northside College Preparatory High School 2007 — 2011
Anadarko Petroleum Corporation June 2014 - August 2014
Rice Service Council November 2011 - December 2013
Rice Memorial Center/Ley Student Center September 2011 - September 2013
UBS August 2013 - August 2013
Enerflex Ltd. May 2013 - August 2013
Capital One May 2013 - May 2013
Rice Center for Engineering Leadership May 2012 - August 2012
Rice University August 2011 - December 2011
University of Chicago June 2010 - August 2010
Skills
CAD, 3D Modeling, Adobe Creative Suite, Violin, Matlab, Microsoft Office, Arc Welding, Lathe, Vertical Mill, Visio, Microsoft Excel, Project Engineering, Design Engineering, Analysis, Strategy, Public Speaking, Community Outreach, Leadership, Project Management, Teamwork, Engineering, Solidworks, SolidWorks
Education
Rice University 2011 — 2015
Bachelor of Science (B.S.), Mechanical Engineering, Sophomore
Northside College Preparatory High School 2007 — 2011
John Paone John Paone's UBS Experience September 2012 - November 2012
Job Student at Rider University
Industry Financial Services
Experience
Rider University January 2012 - Present
UBS September 2012 - November 2012
AMC Theatres June 2008 - August 2012
Skills
PowerPoint
Education
Rider University 2009 — 2013
Bachelor of Science in Business Administration, Actuarial Sciences, Finance
Rider University January 2012 - Present
UBS September 2012 - November 2012
AMC Theatres June 2008 - August 2012
Skills
PowerPoint
Education
Rider University 2009 — 2013
Bachelor of Science in Business Administration, Actuarial Sciences, Finance
Chris Coke's UBS Experience March 2012 - August 2012
Job Director, Data and Risk at Sofi
Industry Financial Services
Experience
SoFi July 2014 - Present
Stanford University September 2013 - Present
Sandia National Laboratories September 2013 - March 2014
Sociogramics June 2013 - September 2013
UBS March 2012 - August 2012
UBS February 2009 - February 2012
Skills
R, Stata, Python, HTML, CSS
Education
Rensselaer Polytechnic Institute
B.S., Industrial Engineering & Economics
Stanford University
International Policy Studies, Political Economy
SoFi July 2014 - Present
Stanford University September 2013 - Present
Sandia National Laboratories September 2013 - March 2014
Sociogramics June 2013 - September 2013
UBS March 2012 - August 2012
UBS February 2009 - February 2012
Skills
R, Stata, Python, HTML, CSS
Education
Rensselaer Polytechnic Institute
B.S., Industrial Engineering & Economics
Stanford University
International Policy Studies, Political Economy
Nicholas Basch's UBS Experience June 2012 - August 2012
Job Private Equity Associate at Macquarie Infrastructure and Real Assets
Industry Financial Services
Experience
Macquarie Infrastructure and Real Assets August 2015 - Present
Deutsche Bank August 2013 - July 2015
UBS June 2012 - August 2012
Kopali Organics May 2010 - August 2010
Education
Rice University 2009 — 2013
Bachelor’s Degree, Statistics and Economics
The London School of Economics and Political Science (LSE)
Accounting and Finance
Macquarie Infrastructure and Real Assets August 2015 - Present
Deutsche Bank August 2013 - July 2015
UBS June 2012 - August 2012
Kopali Organics May 2010 - August 2010
Education
Rice University 2009 — 2013
Bachelor’s Degree, Statistics and Economics
The London School of Economics and Political Science (LSE)
Accounting and Finance
Jerry Coscia Jerry Coscia's UBS Experience 1999 - 2004
Job Exterior Sales Consultant at The Home Depot
Industry Building Materials
Experience
Home Depot May 2015 - Present
Peak Performance Meetings and Incentives July 2013 - August 2014
Ameriprise Financial Services, Inc. 2009 - 2013
National Junior Tennis and Learning of Trenton 2003 - 2013
Wells Fargo Advisors 2004 - 2009
UBS 1999 - 2004
IKON Office Solutions 1996 - 1998
Select Office Systems, Philadelphia 1987 - 1996
Skills
Strategic Financial..., Team Building, Financial Services, Management, Retirement Planning, Marketing Strategy, Contract Negotiation, Insurance, Event Management, Sales, Meetings, Organizing Meetings, Employee Incentives, Presidents Club, Strategy, Finance, Business Planning, Incentives
Education
Rider University 1984 — 1987
Bachelor of Science (BS), Marketing
Tulane University 1982 — 1984
Mechanical Engineering
Council Rock North High School 1978 — 1982
Home Depot May 2015 - Present
Peak Performance Meetings and Incentives July 2013 - August 2014
Ameriprise Financial Services, Inc. 2009 - 2013
National Junior Tennis and Learning of Trenton 2003 - 2013
Wells Fargo Advisors 2004 - 2009
UBS 1999 - 2004
IKON Office Solutions 1996 - 1998
Select Office Systems, Philadelphia 1987 - 1996
Skills
Strategic Financial..., Team Building, Financial Services, Management, Retirement Planning, Marketing Strategy, Contract Negotiation, Insurance, Event Management, Sales, Meetings, Organizing Meetings, Employee Incentives, Presidents Club, Strategy, Finance, Business Planning, Incentives
Education
Rider University 1984 — 1987
Bachelor of Science (BS), Marketing
Tulane University 1982 — 1984
Mechanical Engineering
Council Rock North High School 1978 — 1982
Lauren Higgins Lauren Higgins's UBS Experience May 2011 - August 2011
Job Associate Omni Financial Planner at Macy's
Industry Retail
Experience
Macy's February 2015 - Present
Macys.com March 2013 - February 2015
Macys.com April 2012 - March 2013
Macys.com August 2011 - April 2012
UBS May 2011 - August 2011
Zanya Spa / Salon April 2006 - August 2011
SES WORLD SKIES June 2010 - January 2011
Skills
Analysis, Forecasting, Inventory Management, Microsoft Excel, Access, PowerPoint, Retail, Financial Analysis, Data Analysis, Customer Service, Teamwork, Microsoft Office, Leadership, Accounting
Education
Rider University 2007 — 2011
BS, Finance
University of Maryland College Park 2007 — 2009
Biology
Macy's February 2015 - Present
Macys.com March 2013 - February 2015
Macys.com April 2012 - March 2013
Macys.com August 2011 - April 2012
UBS May 2011 - August 2011
Zanya Spa / Salon April 2006 - August 2011
SES WORLD SKIES June 2010 - January 2011
Skills
Analysis, Forecasting, Inventory Management, Microsoft Excel, Access, PowerPoint, Retail, Financial Analysis, Data Analysis, Customer Service, Teamwork, Microsoft Office, Leadership, Accounting
Education
Rider University 2007 — 2011
BS, Finance
University of Maryland College Park 2007 — 2009
Biology
Dion DeVries Dion DeVries's UBS Experience December 2008 - August 2011
Job Director Project Management at National Hockey League
Industry Financial Services
Experience
National Hockey League October 2014 - Present
National Hockey League August 2011 - October 2014
UBS December 2008 - August 2011
Xerox January 2007 - December 2008
Viecore January 2005 - January 2007
Amici LLC June 2003 - January 2005
Skills
Web Project Management, Project Management, PHP, Software Development, Business Analysis, Web Analytics, Mobile Analytics, MySQL, Web Development, Perl, Usability, Technical Product..., Vendor Management, Process Automation, SQL, Web Applications, Software Project...
Education
Rensselaer Polytechnic Institute 2000 — 2004
BS, Information Technology - Usability and Human Computer Interactions
National Hockey League October 2014 - Present
National Hockey League August 2011 - October 2014
UBS December 2008 - August 2011
Xerox January 2007 - December 2008
Viecore January 2005 - January 2007
Amici LLC June 2003 - January 2005
Skills
Web Project Management, Project Management, PHP, Software Development, Business Analysis, Web Analytics, Mobile Analytics, MySQL, Web Development, Perl, Usability, Technical Product..., Vendor Management, Process Automation, SQL, Web Applications, Software Project...
Education
Rensselaer Polytechnic Institute 2000 — 2004
BS, Information Technology - Usability and Human Computer Interactions
Elisa Zhao Elisa Zhao's UBS Experience February 2012 - April 2012
Job Product Analyst at RetailMeNot
Industry Internet
Experience
RetailMeNot, Inc. June 2015 - Present
Quorum Business Solutions September 2013 - May 2015
Maersk Procurement June 2012 - May 2013
UBS February 2012 - April 2012
Franklin D. Roosevelt Four Freedoms Park, LLC May 2011 - July 2011
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Statistics, Project Management, Microsoft Word, Mandarin, Economics, Financial Analysis, Analysis, Management, Marketing, Marketing Strategy
Education
Rice University 2009 — 2013
Bachelor of Arts, Mathematical Economics
Tsinghua University 2011 — 2011
Exchange Student
Millburn High School
Millburn High School
RetailMeNot, Inc. June 2015 - Present
Quorum Business Solutions September 2013 - May 2015
Maersk Procurement June 2012 - May 2013
UBS February 2012 - April 2012
Franklin D. Roosevelt Four Freedoms Park, LLC May 2011 - July 2011
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Statistics, Project Management, Microsoft Word, Mandarin, Economics, Financial Analysis, Analysis, Management, Marketing, Marketing Strategy
Education
Rice University 2009 — 2013
Bachelor of Arts, Mathematical Economics
Tsinghua University 2011 — 2011
Exchange Student
Millburn High School
Millburn High School
Alex Elkin Alex Elkin's UBS Experience June 2013 - August 2013
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Management
Experience
SunTrust Robinson Humphrey December 2014 - Present
University of Alabama Capital Management October 2012 - November 2014
Raymond James Financial Inc. May 2014 - August 2014
Executive Business Council April 2013 - May 2014
UBS June 2013 - August 2013
Forza Financial August 2012 - August 2013
BNY Mellon May 2012 - August 2012
Skills
Market Research, Financial Modeling, Equity Research, Equity Derivatives, Microsoft Excel, Bloomberg Terminal, Data Analysis, Pitching Ideas, Critical Thinking, Public Speaking, Time Management, Grace Under Pressure, Learning Quickly, Valuation, Portfolio Management, Investments
Education
University of Alabama 2010 — 2014
University of Alabama 2010 — 2014
Bachelor of Science, Finance
Richmond, The American International University in London 2012 — 2012
Study Abroad
SunTrust Robinson Humphrey December 2014 - Present
University of Alabama Capital Management October 2012 - November 2014
Raymond James Financial Inc. May 2014 - August 2014
Executive Business Council April 2013 - May 2014
UBS June 2013 - August 2013
Forza Financial August 2012 - August 2013
BNY Mellon May 2012 - August 2012
Skills
Market Research, Financial Modeling, Equity Research, Equity Derivatives, Microsoft Excel, Bloomberg Terminal, Data Analysis, Pitching Ideas, Critical Thinking, Public Speaking, Time Management, Grace Under Pressure, Learning Quickly, Valuation, Portfolio Management, Investments
Education
University of Alabama 2010 — 2014
University of Alabama 2010 — 2014
Bachelor of Science, Finance
Richmond, The American International University in London 2012 — 2012
Study Abroad
Jenny Wu Jenny Wu's UBS Experience February 2012 - April 2012
Job Analyst at Analysis Group
Industry Financial Services
Experience
Analysis Group December 2014 - Present
Weatherford April 2013 - May 2013
UBS February 2012 - April 2012
HuaTai Securities Co.,Ltd. June 2011 - August 2011
Skills
Matlab, Bloomberg, Capital IQ, Economics, Factiva, Statistics, R, Analysis, Business Strategy, Data Analysis, SAS, Market Research
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Finance
Rice University 2010 — 2013
Bachelor of Arts (BA), Double major in Mathematical Economic Analysis and Managerial Studies
Nanjing Foreign Language School 2007 — 2010
Analysis Group December 2014 - Present
Weatherford April 2013 - May 2013
UBS February 2012 - April 2012
HuaTai Securities Co.,Ltd. June 2011 - August 2011
Skills
Matlab, Bloomberg, Capital IQ, Economics, Factiva, Statistics, R, Analysis, Business Strategy, Data Analysis, SAS, Market Research
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Finance
Rice University 2010 — 2013
Bachelor of Arts (BA), Double major in Mathematical Economic Analysis and Managerial Studies
Nanjing Foreign Language School 2007 — 2010
Angela La Vecchia's UBS Experience July 1999 - November 2004
Job Territory Manager
Industry Pharmaceuticals
Experience
sanofi-aventis November 2004 - Present
UBS July 1999 - November 2004
Skills
Diabetes, Endocrinology, Medical Devices, Cardiology, Hypertension, Atrial Fibrillation, CNS disorders, Neurology, Depression, Insomnia, Product Launch, Leadership, Sales Effectiveness, Analytics, Market Research, Hospital Sales, Pharmaceutical Sales, Cross-functional Team..., Sales Operations
Education
Rider University
Bachelor of Science with a Concentration in Marketing
sanofi-aventis November 2004 - Present
UBS July 1999 - November 2004
Skills
Diabetes, Endocrinology, Medical Devices, Cardiology, Hypertension, Atrial Fibrillation, CNS disorders, Neurology, Depression, Insomnia, Product Launch, Leadership, Sales Effectiveness, Analytics, Market Research, Hospital Sales, Pharmaceutical Sales, Cross-functional Team..., Sales Operations
Education
Rider University
Bachelor of Science with a Concentration in Marketing
Seth Dunn's UBS Experience January 2011 - April 2014
Job Director; Sourcing Specialist at Chain IQ Group AG
Industry Banking
Experience
Chain IQ Group AG May 2014 - Present
UBS January 2011 - April 2014
ImClone Systems, a wholly-owned subsidiary of Eli Lilly and Company March 2010 - November 2010
Merck February 2009 - March 2010
Novartis 2010 - 2010
Masterfoods December 2007 - August 2008
GlaxoSmithKline April 2006 - November 2007
Cadbury Schweppes September 2004 - September 2005
Avaya, Inc November 2003 - September 2004
Computer Sciences Corporation August 1998 - June 2003
Skills
Strategic Sourcing, Supplier Management, Sourcing, Procurement, Vendor Relations, Global Sourcing, eSourcing, Cross-functional Team..., Contract Negotiations, Cost Reduction, Vendor Management, Materials Management, Negotiation, Contract Management, Category Management, Strategy Development, Contract Negotiation, Outsourcing, Process Improvement, Change Management, Supply Chain Management, Purchasing, SAP, Sourcing & Procurement, Operational Excellence, Team Management, Business Process..., E-procurement, Manufacturing, Strategy, Project Management, Supply Management, Six Sigma, Pricing, Analysis, Supplier Negotiation, Logistics, Management, Supply Chain, Product Development, Leadership, Strategic Planning, Team Building, Business Strategy
Education
University of Leicester 1994 — 1995
Postgraduate Diploma, Economics
Ramapo College of New Jersey 1992 — 1994
BA, Economics
Seton Hall University 1989 — 1991
N/A, Finance
Chain IQ Group AG May 2014 - Present
UBS January 2011 - April 2014
ImClone Systems, a wholly-owned subsidiary of Eli Lilly and Company March 2010 - November 2010
Merck February 2009 - March 2010
Novartis 2010 - 2010
Masterfoods December 2007 - August 2008
GlaxoSmithKline April 2006 - November 2007
Cadbury Schweppes September 2004 - September 2005
Avaya, Inc November 2003 - September 2004
Computer Sciences Corporation August 1998 - June 2003
Skills
Strategic Sourcing, Supplier Management, Sourcing, Procurement, Vendor Relations, Global Sourcing, eSourcing, Cross-functional Team..., Contract Negotiations, Cost Reduction, Vendor Management, Materials Management, Negotiation, Contract Management, Category Management, Strategy Development, Contract Negotiation, Outsourcing, Process Improvement, Change Management, Supply Chain Management, Purchasing, SAP, Sourcing & Procurement, Operational Excellence, Team Management, Business Process..., E-procurement, Manufacturing, Strategy, Project Management, Supply Management, Six Sigma, Pricing, Analysis, Supplier Negotiation, Logistics, Management, Supply Chain, Product Development, Leadership, Strategic Planning, Team Building, Business Strategy
Education
University of Leicester 1994 — 1995
Postgraduate Diploma, Economics
Ramapo College of New Jersey 1992 — 1994
BA, Economics
Seton Hall University 1989 — 1991
N/A, Finance
Andrew MacMannis Andrew MacMannis's UBS Experience June 2010 - July 2010
Job Account Executive at LiveIntent, Inc.
Industry Online Media
Experience
LiveIntent, Inc. January 2013 - Present
LiveIntent, Inc. September 2012 - December 2012
Jarden Consumer Solutions January 2012 - August 2012
UBS June 2010 - July 2010
Merrill Lynch May 2010 - 2010
Skills
Email Marketing, Advertising, Equities, Investments, Business Strategy
Education
Roanoke College 2006 — 2010
Business
Darien High School 2002 — 2006
LiveIntent, Inc. January 2013 - Present
LiveIntent, Inc. September 2012 - December 2012
Jarden Consumer Solutions January 2012 - August 2012
UBS June 2010 - July 2010
Merrill Lynch May 2010 - 2010
Skills
Email Marketing, Advertising, Equities, Investments, Business Strategy
Education
Roanoke College 2006 — 2010
Business
Darien High School 2002 — 2006
ANDREW FUNG ANDREW FUNG's UBS Experience June 2006 - July 2007
Job Account Executive at Proper Suit
Industry Internet
Experience
Proper Suit June 2013 - Present
New York Life Insurance Company June 2010 - June 2013
UBS June 2006 - July 2007
Skills
Client Relations Skills, Manage Client..., Relationship Management, Sales Presentations, Customer Retention, Building Relationships, Customer Acquisition, Business Relationship..., Financial Services, Salesforce.com, Lead Generation, Client Services, Client Development, Life Insurance, CRM, Account Management, Fixed Annuities, Business Networking, Retirement, Business Development, Deal Closure
Education
Rensselaer Polytechnic Institute 2002 — 2006
Bachelor of Science (B.S.), Management
Proper Suit June 2013 - Present
New York Life Insurance Company June 2010 - June 2013
UBS June 2006 - July 2007
Skills
Client Relations Skills, Manage Client..., Relationship Management, Sales Presentations, Customer Retention, Building Relationships, Customer Acquisition, Business Relationship..., Financial Services, Salesforce.com, Lead Generation, Client Services, Client Development, Life Insurance, CRM, Account Management, Fixed Annuities, Business Networking, Retirement, Business Development, Deal Closure
Education
Rensselaer Polytechnic Institute 2002 — 2006
Bachelor of Science (B.S.), Management
Vadim Muchnik Vadim Muchnik's UBS Experience August 2005 - November 2007
Job Business Strategy Consultant at MCS Consulting
Industry Hospital & Health Care
Experience
MCS Consulting May 2014 - Present
North Shore Pediatric Therapy May 2014 - September 2015
Morrison Management Specalists September 2012 - May 2014
ARAMARK Healthcare October 2007 - October 2012
Aramark Healthcare October 2007 - April 2010
UBS August 2005 - November 2007
Russian Tea Time September 1993 - May 2005
Omni Hotels Chicago September 2000 - January 2002
Skills
Team Building, Leadership, Russian, Communicator, Diplomacy, Strategic Planning, Healthcare, Financial Analysis, Project Management, Microsoft Excel, Mergers, Customer Service, Finance, Business Analysis, Budgets, Process Improvement, Change Management, Accounting, Business Strategy, Management, Leadership Development, Mergers & Acquisitions, Organizational..., Hospitals, Coaching, Healthcare Management, Marketing, Time Management, Employee Relations, Operations Management, Public Speaking, Training, Forecasting, Contract Negotiation, Project Planning, Financial Modeling, Recruiting
Education
The University of Chicago - Booth School of Business 2002 — 2005
MBA, Finance, Marketing, Entrepreneurship
Robert Morris College 2000 — 2002
BS, Accounting
MCS Consulting May 2014 - Present
North Shore Pediatric Therapy May 2014 - September 2015
Morrison Management Specalists September 2012 - May 2014
ARAMARK Healthcare October 2007 - October 2012
Aramark Healthcare October 2007 - April 2010
UBS August 2005 - November 2007
Russian Tea Time September 1993 - May 2005
Omni Hotels Chicago September 2000 - January 2002
Skills
Team Building, Leadership, Russian, Communicator, Diplomacy, Strategic Planning, Healthcare, Financial Analysis, Project Management, Microsoft Excel, Mergers, Customer Service, Finance, Business Analysis, Budgets, Process Improvement, Change Management, Accounting, Business Strategy, Management, Leadership Development, Mergers & Acquisitions, Organizational..., Hospitals, Coaching, Healthcare Management, Marketing, Time Management, Employee Relations, Operations Management, Public Speaking, Training, Forecasting, Contract Negotiation, Project Planning, Financial Modeling, Recruiting
Education
The University of Chicago - Booth School of Business 2002 — 2005
MBA, Finance, Marketing, Entrepreneurship
Robert Morris College 2000 — 2002
BS, Accounting
Thomas Fallon IV Thomas Fallon IV's UBS Experience May 2011 - August 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
Sterne Agee December 2011 - July 2013
UBS May 2011 - August 2011
Education
Rider University 2008 — 2011
Bachelor of Science (BS), Finance, General
Ameriprise Financial Services, Inc. July 2013 - Present
Sterne Agee December 2011 - July 2013
UBS May 2011 - August 2011
Education
Rider University 2008 — 2011
Bachelor of Science (BS), Finance, General
Jeremy DuMont's UBS Experience 2004 - 2004
Job
Industry Law Enforcement
Experience
Federal Bureau of Prisons June 2015 - Present
Federal Bureau of Prisons November 2013 - June 2015
Core Climate Systems August 2010 - November 2013
SUNY Plattsburgh January 2011 - May 2013
Siemens Building Technologies June 2005 - July 2010
RIT Campus Safety September 2000 - May 2005
Rochester Institute of Technology September 2001 - March 2005
UBS 2004 - 2004
Skills
Computer Security, Linux, Security, Troubleshooting, Programming, C++, Microsoft Office, Windows, Finite Element Analysis, Proposal Writing, Project Management, Program Management, Research, Data Analysis, Analysis, Information Security, Testing
Education
Rochester Institute of Technology 2006 — 2009
MS, Learning & Knowledge Management Systems
RIT 2000 — 2005
BS, Computer Science w/ minor in Criminal justice
Monroe Comunity College 2000 — 2004
unmatriculated, Law enforcemnt courses and EMT courses
Federal Bureau of Prisons June 2015 - Present
Federal Bureau of Prisons November 2013 - June 2015
Core Climate Systems August 2010 - November 2013
SUNY Plattsburgh January 2011 - May 2013
Siemens Building Technologies June 2005 - July 2010
RIT Campus Safety September 2000 - May 2005
Rochester Institute of Technology September 2001 - March 2005
UBS 2004 - 2004
Skills
Computer Security, Linux, Security, Troubleshooting, Programming, C++, Microsoft Office, Windows, Finite Element Analysis, Proposal Writing, Project Management, Program Management, Research, Data Analysis, Analysis, Information Security, Testing
Education
Rochester Institute of Technology 2006 — 2009
MS, Learning & Knowledge Management Systems
RIT 2000 — 2005
BS, Computer Science w/ minor in Criminal justice
Monroe Comunity College 2000 — 2004
unmatriculated, Law enforcemnt courses and EMT courses
Matt Meinel's UBS Experience October 1986 - April 2002
Job Financial Technology Expert
Industry Information Technology and Services
Experience
Levyx, Inc. August 2015 - Present
Eleven Canterbury, LLC January 2015 - Present
Informatica March 2010 - December 2014
29West Inc. March 2006 - March 2010
Red hat October 2004 - May 2005
UBS October 1986 - April 2002
SwapsWire 2000 - 2002
FPML.org 1999 - 2002
Swiss Bank Corp 1986 - 1998
O'Connor and Associates 1986 - 1990
Skills
Investment Banking, Strategy, Enterprise Software, Software Development, Capital Markets, Start-ups, Executive Management, Foreign Exchange..., Application Architecture, IT Management, CRM, Technology, Management Consulting, Data Integration, Executive Coaching, Management, Architecture, IT Strategy, Integration, Cloud Computing, Derivatives, Distributed Systems, Mergers & Acquisitions, Software Project..., Financial Services, Big Data, Equities, High Frequency Trading, Trading Systems, Information Technology, Master Data Management, Middleware, Electronic Trading, Messaging Platforms, High Frequency Trading..., Strategic Partnerships, Market Data, Messaging, Professional Services, Business Intelligence, Consulting, Business Analysis, Business Development
Education
University of Chicago 1985 — 1988
MBA, Finance and Statistics
Rice University 1981 — 1984
BA, Computer Science, Linguistics
University of Louisiana at Monroe 1980 — 1981
Computer Science
Neville High School 1976 — 1980
High School, 4.0 Valedictorian
Levyx, Inc. August 2015 - Present
Eleven Canterbury, LLC January 2015 - Present
Informatica March 2010 - December 2014
29West Inc. March 2006 - March 2010
Red hat October 2004 - May 2005
UBS October 1986 - April 2002
SwapsWire 2000 - 2002
FPML.org 1999 - 2002
Swiss Bank Corp 1986 - 1998
O'Connor and Associates 1986 - 1990
Skills
Investment Banking, Strategy, Enterprise Software, Software Development, Capital Markets, Start-ups, Executive Management, Foreign Exchange..., Application Architecture, IT Management, CRM, Technology, Management Consulting, Data Integration, Executive Coaching, Management, Architecture, IT Strategy, Integration, Cloud Computing, Derivatives, Distributed Systems, Mergers & Acquisitions, Software Project..., Financial Services, Big Data, Equities, High Frequency Trading, Trading Systems, Information Technology, Master Data Management, Middleware, Electronic Trading, Messaging Platforms, High Frequency Trading..., Strategic Partnerships, Market Data, Messaging, Professional Services, Business Intelligence, Consulting, Business Analysis, Business Development
Education
University of Chicago 1985 — 1988
MBA, Finance and Statistics
Rice University 1981 — 1984
BA, Computer Science, Linguistics
University of Louisiana at Monroe 1980 — 1981
Computer Science
Neville High School 1976 — 1980
High School, 4.0 Valedictorian
Donna Bombino's UBS Experience 2006 - Present
Job Director Operations at UBS Investment Bank
Industry Investment Banking
Experience
UBS 2006 - Present
Combe Incorporated 2001 - 2005
Bal Metals / Penoles Metals & Chemicals 1997 - 2001
United Distillers October 1996 - July 1997
Sony Computer Entertainment America May 1994 - October 1996
Skills
Fixed Income, Investment Banking, Derivatives, Equities, Financial Analysis, Risk Management, FX Options, Back Office, Hedge Funds, Banking, Operational Risk, Securities, Bloomberg
Education
Roger Williams University
BS, Business Admin, Legal Studies & Marketing
University of Bridgeport
MBA, Finance
UBS 2006 - Present
Combe Incorporated 2001 - 2005
Bal Metals / Penoles Metals & Chemicals 1997 - 2001
United Distillers October 1996 - July 1997
Sony Computer Entertainment America May 1994 - October 1996
Skills
Fixed Income, Investment Banking, Derivatives, Equities, Financial Analysis, Risk Management, FX Options, Back Office, Hedge Funds, Banking, Operational Risk, Securities, Bloomberg
Education
Roger Williams University
BS, Business Admin, Legal Studies & Marketing
University of Bridgeport
MBA, Finance
Fred Knapp's UBS Experience August 2007 - March 2009
Job
Industry Information Technology and Services
Experience
Undisclosed March 2009 - Present
UBS August 2007 - March 2009
Unilever July 1999 - August 2007
Sikorsky Aircraft May 1987 - July 1999
Skills
Software Project..., Process Simulation, Database Administration, Project Management, Configuration Management, Process Improvement, Capacity Management, Systems Engineering, Engineering, Program Management, ITIL, Data Quality, Contract Negotiation, Performance Management, Unix, New Business Development, Patents, Security Clearance, System Deployment, IT Strategy, Resource Management, Cross-functional Team..., Team Leadership, Integration, IT Management, Infrastructure, Business Analysis, Business Intelligence, Solution Architecture, Business Process..., Data Migration, ITIL v3 Foundations..., PMO, Change Management, Visio, MS Project, Service Delivery, Governance, SDLC, ITIL Certified, Vendor Management, Process Engineering, IT Operations, Outsourcing, Service Management, MBA, Process Development, Budgets, Requirements Management, Trade Studies
Education
Rensselaer Polytechnic Institute at Hartford 1996 — 2000
MS
University of New Haven 1991 — 1995
MBA
University of Bridgeport 1988 — 1991
MS
University of New Haven 1985 — 1988
BS
Undisclosed March 2009 - Present
UBS August 2007 - March 2009
Unilever July 1999 - August 2007
Sikorsky Aircraft May 1987 - July 1999
Skills
Software Project..., Process Simulation, Database Administration, Project Management, Configuration Management, Process Improvement, Capacity Management, Systems Engineering, Engineering, Program Management, ITIL, Data Quality, Contract Negotiation, Performance Management, Unix, New Business Development, Patents, Security Clearance, System Deployment, IT Strategy, Resource Management, Cross-functional Team..., Team Leadership, Integration, IT Management, Infrastructure, Business Analysis, Business Intelligence, Solution Architecture, Business Process..., Data Migration, ITIL v3 Foundations..., PMO, Change Management, Visio, MS Project, Service Delivery, Governance, SDLC, ITIL Certified, Vendor Management, Process Engineering, IT Operations, Outsourcing, Service Management, MBA, Process Development, Budgets, Requirements Management, Trade Studies
Education
Rensselaer Polytechnic Institute at Hartford 1996 — 2000
MS
University of New Haven 1991 — 1995
MBA
University of Bridgeport 1988 — 1991
MS
University of New Haven 1985 — 1988
BS
Kengo Hashimoto's UBS Experience February 2010 - July 2015
Job Senior Software Engineer at Google
Industry Information Technology and Services
Experience
Google July 2015 - Present
UBS February 2010 - July 2015
FactSet Research Systems March 2008 - February 2009
ITRS February 2006 - March 2008
Calyon Financial 2007 - 2008
IT SolutionZ, KK July 2002 - January 2005
A. G. Edwards & Sons, Inc. October 2000 - October 2001
Skills
Trading Systems, Market Data, Electronic Trading, Equities, Derivatives, SQL, Low Latency, Unix, Options, Solaris, Fixed Income, Equity Derivatives, Sybase, Exchange Connectivity, Unix Shell Scripting, Potatoes, Equity Trading
Education
Rensselaer Polytechnic Institute 1995 — 2000
Google July 2015 - Present
UBS February 2010 - July 2015
FactSet Research Systems March 2008 - February 2009
ITRS February 2006 - March 2008
Calyon Financial 2007 - 2008
IT SolutionZ, KK July 2002 - January 2005
A. G. Edwards & Sons, Inc. October 2000 - October 2001
Skills
Trading Systems, Market Data, Electronic Trading, Equities, Derivatives, SQL, Low Latency, Unix, Options, Solaris, Fixed Income, Equity Derivatives, Sybase, Exchange Connectivity, Unix Shell Scripting, Potatoes, Equity Trading
Education
Rensselaer Polytechnic Institute 1995 — 2000
John Queenan's UBS Experience 2006 - 2008
Job Senior Director, Global CSR and Sustainability at ADP
Industry Real Estate
Experience
ADP August 2014 - Present
Jones Lang LaSalle May 2013 - August 2014
Royal Bank of Scotland 2008 - 2013
UBS 2006 - 2008
PricewaterhouseCoopers 2003 - 2006
KPMG 2001 - 2003
PricewaterhouseCoopers 1999 - 2001
Deloitte 1996 - 1999
Skills
Corporate Social..., Sustainability, Climate Change, Sustainable Business, Sustainability Reporting, Environmental..., Stakeholder Engagement, Environmental Awareness, Strategy, Governance, Policy, Waste Management, Management, Leadership, ISO 14001, Auditing, Risk Management, Renewable Energy, Business Strategy, Stakeholder Management
Education
Rensselaer Polytechnic Institute 1994 — 1996
MS, Environmental Management and Policy
State University of New York College at Brockport 1990 — 1994
BS, Communications, Political Science
University of Oxford 1993 — 1993
Environmental Geography and UK Politics
ADP August 2014 - Present
Jones Lang LaSalle May 2013 - August 2014
Royal Bank of Scotland 2008 - 2013
UBS 2006 - 2008
PricewaterhouseCoopers 2003 - 2006
KPMG 2001 - 2003
PricewaterhouseCoopers 1999 - 2001
Deloitte 1996 - 1999
Skills
Corporate Social..., Sustainability, Climate Change, Sustainable Business, Sustainability Reporting, Environmental..., Stakeholder Engagement, Environmental Awareness, Strategy, Governance, Policy, Waste Management, Management, Leadership, ISO 14001, Auditing, Risk Management, Renewable Energy, Business Strategy, Stakeholder Management
Education
Rensselaer Polytechnic Institute 1994 — 1996
MS, Environmental Management and Policy
State University of New York College at Brockport 1990 — 1994
BS, Communications, Political Science
University of Oxford 1993 — 1993
Environmental Geography and UK Politics
Huai James Lin's UBS Experience August 2010 - September 2014
Job
Industry Financial Services
Experience
Bank of America October 2014 - Present
UBS August 2010 - September 2014
Blackrock November 2006 - August 2010
FactSet Research Systems July 2004 - November 2006
Skills
Mathematics, Electronic Trading, C++, Equities, Core Java
Education
Courant Institute of Mathematical Sciences
Mathematics
Rensselaer Polytechnic Institute
Computer Science
Bank of America October 2014 - Present
UBS August 2010 - September 2014
Blackrock November 2006 - August 2010
FactSet Research Systems July 2004 - November 2006
Skills
Mathematics, Electronic Trading, C++, Equities, Core Java
Education
Courant Institute of Mathematical Sciences
Mathematics
Rensselaer Polytechnic Institute
Computer Science
Jennifer Streetman's UBS Experience 2006 - 2006
Job Computer Programmer with Financial Services Background
Industry Computer Software
Experience
Central Park Private Wealth Management, LTD July 2008 - Present
In Your Own Words, Inc. August 2006 - Present
Piper Jaffray September 1997 - August 2006
UBS 2006 - 2006
Skills
Series 7, Series 63, Series 65, Programming Languages, C++, Java, HTML
Education
Regis University 1997 — 2000
BS, Computer Science
Stevens Elementary
Central Park Private Wealth Management, LTD July 2008 - Present
In Your Own Words, Inc. August 2006 - Present
Piper Jaffray September 1997 - August 2006
UBS 2006 - 2006
Skills
Series 7, Series 63, Series 65, Programming Languages, C++, Java, HTML
Education
Regis University 1997 — 2000
BS, Computer Science
Stevens Elementary
Revathi Komaragiri's UBS Experience 2006 - 2008
Job at
Industry Financial Services
Experience
NJM Insurance Group March 2014 - Present
Barclays Investment Bank March 2013 - March 2014
Citi June 2008 - February 2013
UBS 2006 - 2008
Thermo Fisher Scientific 2005 - 2006
PNC Financial Services Group 2004 - 2005
Bayer CropScience 2002 - 2004
United States Steel Corporation 2000 - 2001
Skills
Requirements Analysis, Agile Methodologies, Data Warehousing, SDLC, DB2, Business Analysis, Enterprise Architecture, SQL, Requirements Gathering, Software Project..., Java, Unix, Oracle, SOA, Data Modeling
Education
Robert Morris University 2004 — 2006
Master's, Information Systems and Management
NJM Insurance Group March 2014 - Present
Barclays Investment Bank March 2013 - March 2014
Citi June 2008 - February 2013
UBS 2006 - 2008
Thermo Fisher Scientific 2005 - 2006
PNC Financial Services Group 2004 - 2005
Bayer CropScience 2002 - 2004
United States Steel Corporation 2000 - 2001
Skills
Requirements Analysis, Agile Methodologies, Data Warehousing, SDLC, DB2, Business Analysis, Enterprise Architecture, SQL, Requirements Gathering, Software Project..., Java, Unix, Oracle, SOA, Data Modeling
Education
Robert Morris University 2004 — 2006
Master's, Information Systems and Management
Jocelyn Lane (Mitchell)'s UBS Experience October 2004 - November 2012
Job VP GFS Strategy and Architecture at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank October 2014 - Present
Deutsche Bank March 2014 - October 2014
UBS October 2004 - November 2012
UBS Investment Bank September 2000 - October 2004
RBS Greenwich Capital January 1998 - September 2000
NatWest Markets April 1996 - July 1997
NatWest Markets August 1995 - March 1996
KPMG South Africa January 1992 - June 1995
Skills
General Ledger, Internal Controls, Finance, Account Reconciliation, Equities, Investment Banking, Product Control, Auditing, Derivatives, Trading
Education
Rhodes University 1988 — 1991
Deutsche Bank October 2014 - Present
Deutsche Bank March 2014 - October 2014
UBS October 2004 - November 2012
UBS Investment Bank September 2000 - October 2004
RBS Greenwich Capital January 1998 - September 2000
NatWest Markets April 1996 - July 1997
NatWest Markets August 1995 - March 1996
KPMG South Africa January 1992 - June 1995
Skills
General Ledger, Internal Controls, Finance, Account Reconciliation, Equities, Investment Banking, Product Control, Auditing, Derivatives, Trading
Education
Rhodes University 1988 — 1991
Michele Astbury's UBS Experience July 2012 - Present
Job Head of Leadership & Talent Delivery at UBS
Industry Financial Services
Experience
UBS July 2012 - Present
UBS Wealth Management August 2001 - Present
UBS Financial Services Inc. 2001 - Present
Merrill Lynch April 1992 - August 2001
Skills
Training, Series 7, Mutual Funds, Leadership, Series 63, Financial Services, Wealth Management, Leadership Development, Organizational..., Succession Planning, Performance Management, Executive Coaching, Recruiting, Coaching, Talent Management, Change Management, Instructional Design, Organizational..., Onboarding, Training Delivery, Workshop Facilitation, Employee Engagement
Education
Rider University 1986 — 1990
Bachelor of Arts (B.A.), Elementary Education and Teaching
UBS July 2012 - Present
UBS Wealth Management August 2001 - Present
UBS Financial Services Inc. 2001 - Present
Merrill Lynch April 1992 - August 2001
Skills
Training, Series 7, Mutual Funds, Leadership, Series 63, Financial Services, Wealth Management, Leadership Development, Organizational..., Succession Planning, Performance Management, Executive Coaching, Recruiting, Coaching, Talent Management, Change Management, Instructional Design, Organizational..., Onboarding, Training Delivery, Workshop Facilitation, Employee Engagement
Education
Rider University 1986 — 1990
Bachelor of Arts (B.A.), Elementary Education and Teaching
Allen Plotkin's UBS Experience 1999 - 2004
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2009 - Present
Goldman Sachs Asset Management 2009 - Present
OpenMatch LLC October 2007 - September 2009
COESfx 2004 - 2007
UBS 1999 - 2004
Securities Industry Automation Corp SIAC 1992 - 1999
SIAC 1992 - 1999
Securities Industry Automation Corporation 1992 - 1999
Education
Rensselaer Polytechnic Institute 1988 — 1992
Bachelor of Science (B.S.), Computer Engineering
Goldman Sachs September 2009 - Present
Goldman Sachs Asset Management 2009 - Present
OpenMatch LLC October 2007 - September 2009
COESfx 2004 - 2007
UBS 1999 - 2004
Securities Industry Automation Corp SIAC 1992 - 1999
SIAC 1992 - 1999
Securities Industry Automation Corporation 1992 - 1999
Education
Rensselaer Polytechnic Institute 1988 — 1992
Bachelor of Science (B.S.), Computer Engineering
Jody Pescatore's UBS Experience 1997 - 2000
Job HR Professional at CIT
Industry Financial Services
Experience
CIT HRCIT Group Inc.2006 - Present
UBS 1997 - 2000
Skills
Employee Relations, Performance Management, Succession Planning, Onboarding, Talent Management, Human Resources
Education
Ramapo College of New Jersey
CIT HRCIT Group Inc.2006 - Present
UBS 1997 - 2000
Skills
Employee Relations, Performance Management, Succession Planning, Onboarding, Talent Management, Human Resources
Education
Ramapo College of New Jersey
Deven Khanna's UBS Experience April 2014 - Present
Job at
Industry Information Technology and Services
Experience
UBS April 2014 - Present
Morgan Stanley June 2010 - April 2014
ADP May 2001 - June 2010
Skills
SDLC, Strategy, Business Analysis, Test Automation, Leadership, User Acceptance Testing, Project Planning, Integration, Vendor Management, Quality Assurance, Requirements Analysis, IT Strategy, Agile Methodologies
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
MBA, Finance
Rochester Institute of Technology 1999 — 2001
MS, Information Technology
University of Mumbai 1993 — 1997
B.E., Electronics Engg.
UBS April 2014 - Present
Morgan Stanley June 2010 - April 2014
ADP May 2001 - June 2010
Skills
SDLC, Strategy, Business Analysis, Test Automation, Leadership, User Acceptance Testing, Project Planning, Integration, Vendor Management, Quality Assurance, Requirements Analysis, IT Strategy, Agile Methodologies
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
MBA, Finance
Rochester Institute of Technology 1999 — 2001
MS, Information Technology
University of Mumbai 1993 — 1997
B.E., Electronics Engg.
Mark Giroux's UBS Experience 2000 - Present
Job IT Business Analyst at UBS
Industry Investment Banking
Experience
UBS 2000 - Present
Skills
Equities, Equity Derivatives, Trading Systems, SDLC, Derivatives, Investment Banking, Sybase, Business Analysis, Middle Office, SQL, Market Data, Fixed Income, Agile Methodologies, Requirements Gathering, Trading
Education
Rensselaer Polytechnic Institute 1996 — 2000
Bachelor of Science, Computer and Electrical Engineering
UBS 2000 - Present
Skills
Equities, Equity Derivatives, Trading Systems, SDLC, Derivatives, Investment Banking, Sybase, Business Analysis, Middle Office, SQL, Market Data, Fixed Income, Agile Methodologies, Requirements Gathering, Trading
Education
Rensselaer Polytechnic Institute 1996 — 2000
Bachelor of Science, Computer and Electrical Engineering
Ilana Millhouse's UBS Experience 2001 - October 2008
Job Graphic Designer at UBS Financial Services
Industry Graphic Design
Experience
UBS 2001 - October 2008
Carpenter Group 1998 - 2001
Skills
Graphic Design, Corporate Identity
Education
Rhode Island School of Design 1988 — 1992
UBS 2001 - October 2008
Carpenter Group 1998 - 2001
Skills
Graphic Design, Corporate Identity
Education
Rhode Island School of Design 1988 — 1992
Robert Bloor's UBS Experience July 2007 - May 2009
Job Senior Applications Engineer at Medidata Solutions
Industry Computer Software
Experience
Medidata Solutions February 2014 - Present
Medidata Solutions July 2012 - February 2014
Accenture March 2010 - July 2012
UBS July 2007 - May 2009
Rensselaer Polytechnic Institute January 2007 - May 2007
UBS June 2006 - August 2006
Air Force Research Laboratory May 2005 - July 2005
Skills
Software Development, Agile Methodologies, Ruby on Rails, Ruby, Web Services, Java Enterprise Edition, XML, MySQL, OOP, Unix, JavaScript, CSS, SQL, HTML, J2EE, Git, Github, jQuery, HAML, JIRA, 12-Factor, Amazon Web Services..., BDD, Cucumber, Capybara
Education
University of Southern California 2009 — 2011
MS
Rensselaer Polytechnic Institute 2003 — 2007
BS
Medidata Solutions February 2014 - Present
Medidata Solutions July 2012 - February 2014
Accenture March 2010 - July 2012
UBS July 2007 - May 2009
Rensselaer Polytechnic Institute January 2007 - May 2007
UBS June 2006 - August 2006
Air Force Research Laboratory May 2005 - July 2005
Skills
Software Development, Agile Methodologies, Ruby on Rails, Ruby, Web Services, Java Enterprise Edition, XML, MySQL, OOP, Unix, JavaScript, CSS, SQL, HTML, J2EE, Git, Github, jQuery, HAML, JIRA, 12-Factor, Amazon Web Services..., BDD, Cucumber, Capybara
Education
University of Southern California 2009 — 2011
MS
Rensselaer Polytechnic Institute 2003 — 2007
BS
Peter Hoernes's UBS Experience February 2008 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS February 2008 - Present
Skills
Business Analysis, SOA, Architecture, Project Management, Vendor Management, SDLC, IT Strategy, Strategy, Business Process Design, Data Modeling, Enterprise Architecture, Architectures, Program Management, PMP, PMO
Education
Rensselaer Polytechnic Institute 1984 — 1986
MS, Computer Science
UBS February 2008 - Present
Skills
Business Analysis, SOA, Architecture, Project Management, Vendor Management, SDLC, IT Strategy, Strategy, Business Process Design, Data Modeling, Enterprise Architecture, Architectures, Program Management, PMP, PMO
Education
Rensselaer Polytechnic Institute 1984 — 1986
MS, Computer Science
Nancy (Scordato) Chachula's UBS Experience 2006 - 2007
Job Landscape Architect Intern at SmithgroupJJR
Industry Design
Experience
SmithgroupJJR September 2015 - Present
Chachula Design 2010 - Present
University of Wisconsin-Madison 2011 - Present
Wisconsin Department of Natural Resources (DNR) October 2013 - Present
Davenport, IA Parks and Recreation June 2013 - August 2013
SPC 2007 - 2009
UBS 2006 - 2007
Thrivent Financial for Lutherans December 2004 - August 2006
Quest International 1999 - 2004
HCI 1997 - 1998
Skills
Landscape Design, Public Speaking, Marketing Communications, Marketing, Small Business, Landscaping, Landscape Architecture, InDesign, Sustainable Design, Adobe Creative Suite, Sustainability, Site Plans, Urban Planning, Land Use Planning, Urban Design, Business development, Grant Writing, SketchUp, Vectorworks, AutoCAD, Photoshop, Business Development
Education
University of Wisconsin-Madison 2011 — 2015
Landscape Architecture
Rock Valley College 1986 — 1988
Music
Boylan High School 1982 — 1986
SmithgroupJJR September 2015 - Present
Chachula Design 2010 - Present
University of Wisconsin-Madison 2011 - Present
Wisconsin Department of Natural Resources (DNR) October 2013 - Present
Davenport, IA Parks and Recreation June 2013 - August 2013
SPC 2007 - 2009
UBS 2006 - 2007
Thrivent Financial for Lutherans December 2004 - August 2006
Quest International 1999 - 2004
HCI 1997 - 1998
Skills
Landscape Design, Public Speaking, Marketing Communications, Marketing, Small Business, Landscaping, Landscape Architecture, InDesign, Sustainable Design, Adobe Creative Suite, Sustainability, Site Plans, Urban Planning, Land Use Planning, Urban Design, Business development, Grant Writing, SketchUp, Vectorworks, AutoCAD, Photoshop, Business Development
Education
University of Wisconsin-Madison 2011 — 2015
Landscape Architecture
Rock Valley College 1986 — 1988
Music
Boylan High School 1982 — 1986
Amy Thacker (Kelley)'s UBS Experience 1992 - 1993
Job Vice President at T.Rowe Price
Industry Financial Services
Experience
T.Rowe Price April 2013 - Present
T.Rowe Price February 1999 - April 2013
Mariner Health Care 1997 - 1999
UBS 1992 - 1993
Skills
Risk Management, Series 7, Retirement Planning, Financial Services, Performance Management, Mutual Funds, 401k, Financial Analysis, Process Improvement, Project Management, Management, ERISA, Investments, FINRA, Series 63, Operations Management, Program Management, Leadership, Pensions, Budgeting, Vendor Relations
Education
Regis University 2009 — 2010
Masters, Organizational Leadership
University of Northern Colorado 1993 — 1997
BA, Nutrition
T.Rowe Price April 2013 - Present
T.Rowe Price February 1999 - April 2013
Mariner Health Care 1997 - 1999
UBS 1992 - 1993
Skills
Risk Management, Series 7, Retirement Planning, Financial Services, Performance Management, Mutual Funds, 401k, Financial Analysis, Process Improvement, Project Management, Management, ERISA, Investments, FINRA, Series 63, Operations Management, Program Management, Leadership, Pensions, Budgeting, Vendor Relations
Education
Regis University 2009 — 2010
Masters, Organizational Leadership
University of Northern Colorado 1993 — 1997
BA, Nutrition
Elizabeth Kislowski's UBS Experience July 2007 - November 2012
Job Business Operations Consultant at ZS Associates
Industry Pharmaceuticals
Experience
ZS Associates March 2014 - Present
Cognitive Match November 2012 - March 2013
UBS July 2007 - November 2012
Estee Lauder June 2006 - August 2006
Skills
Analysis, Management, Risk Management, Leadership, Business Analysis, Process Improvement, Governance, Training, SDLC, IT Strategy, Vendor Management, Information Technology, Analytics, Business Process..., Visio, Project Management, Business Intelligence, PMO, Project Planning
Education
New York University, Stern School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
Rensselaer Polytechnic Institute 2003 — 2007
BS, Industrial Engineering
ZS Associates March 2014 - Present
Cognitive Match November 2012 - March 2013
UBS July 2007 - November 2012
Estee Lauder June 2006 - August 2006
Skills
Analysis, Management, Risk Management, Leadership, Business Analysis, Process Improvement, Governance, Training, SDLC, IT Strategy, Vendor Management, Information Technology, Analytics, Business Process..., Visio, Project Management, Business Intelligence, PMO, Project Planning
Education
New York University, Stern School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
Rensselaer Polytechnic Institute 2003 — 2007
BS, Industrial Engineering
Priska Erick's UBS Experience 2006 - 2007
Job Business Analyst
Industry Financial Services
Experience
TD 2011 - 2012
Bloomberg January 2008 - October 2008
Bank of America September 2007 - 2008
UBS 2006 - 2007
Bank of America 2002 - 2006
Education
Raritan Valley Community College
AA, Business
TD 2011 - 2012
Bloomberg January 2008 - October 2008
Bank of America September 2007 - 2008
UBS 2006 - 2007
Bank of America 2002 - 2006
Education
Raritan Valley Community College
AA, Business
Jeffrey Waldron's UBS Experience 1990 - 2008
Job Managing Director at JPMorgan Chase
Industry Banking
Experience
JP Morgan Chase July 2010 - July 2012
UBS 1990 - 2008
Education
Rensselaer Polytechnic Institute 1985 — 1989
B.S., Management Systems
JP Morgan Chase July 2010 - July 2012
UBS 1990 - 2008
Education
Rensselaer Polytechnic Institute 1985 — 1989
B.S., Management Systems
Dave Sitar's UBS Experience January 1994 - July 2010
Job Client OnBoarding Manager at Thomson Reuters
Industry Information Technology and Services
Experience
Crown Jewel Consulting August 2012 - February 2013
Thomson Reuters July 2010 - August 2012
UBS January 1994 - July 2010
Micrognosis January 1993 - January 1999
Skills
Market Data, RMDS, Reference Data, Equities, Fixed Income, Investment Banking, Business Analysis, Bloomberg, Trading Systems, Low Latency, Vendor Management, Derivatives, Risk Management, SQL, Financial Markets
Education
Rochester Institute of Technology 1982 — 1986
Bachelor of Business Administration (BBA), Marketing
Rochester Institute of Technology
Bachelor's degree, Marketing
Crown Jewel Consulting August 2012 - February 2013
Thomson Reuters July 2010 - August 2012
UBS January 1994 - July 2010
Micrognosis January 1993 - January 1999
Skills
Market Data, RMDS, Reference Data, Equities, Fixed Income, Investment Banking, Business Analysis, Bloomberg, Trading Systems, Low Latency, Vendor Management, Derivatives, Risk Management, SQL, Financial Markets
Education
Rochester Institute of Technology 1982 — 1986
Bachelor of Business Administration (BBA), Marketing
Rochester Institute of Technology
Bachelor's degree, Marketing
Gregory Province's UBS Experience March 1998 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS March 1998 - Present
Skills
Investment Banking, Derivatives, Capital Markets, Wealth Management, Investments, Hedge Funds, Portfolio Management, Valuation, Financial Modeling, Alternative Investments, Bloomberg, Trading Systems, Corporate Finance, Structured Products, Risk Management, Securities, Financial Markets, Financial Analysis
Education
Rochester Institute of Technology
UBS March 1998 - Present
Skills
Investment Banking, Derivatives, Capital Markets, Wealth Management, Investments, Hedge Funds, Portfolio Management, Valuation, Financial Modeling, Alternative Investments, Bloomberg, Trading Systems, Corporate Finance, Structured Products, Risk Management, Securities, Financial Markets, Financial Analysis
Education
Rochester Institute of Technology
Keirstin Wright, CEP's UBS Experience July 2012 - September 2014
Job Vice President / Product Management
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
UBS July 2012 - September 2014
TD Ameritrade December 2011 - June 2012
Morgan Stanley Smith Barney August 2010 - December 2011
Morgan Stanley Smith Barney 2004 - November 2010
Mellon Investor Services 2002 - 2004
ChaseMellon Shareholder Services 2000 - 2002
Skills
Equities, Financial Services, Securities, Strategy, Options
Education
St. Petersburg Polytechnic University
St. Petersburg Polytechnic University
Saint Michael's College 1995 — 1999
Bachelor's, Economics
Ramapo College of New Jersey
Project Management Certificate
Morgan Stanley September 2014 - Present
UBS July 2012 - September 2014
TD Ameritrade December 2011 - June 2012
Morgan Stanley Smith Barney August 2010 - December 2011
Morgan Stanley Smith Barney 2004 - November 2010
Mellon Investor Services 2002 - 2004
ChaseMellon Shareholder Services 2000 - 2002
Skills
Equities, Financial Services, Securities, Strategy, Options
Education
St. Petersburg Polytechnic University
St. Petersburg Polytechnic University
Saint Michael's College 1995 — 1999
Bachelor's, Economics
Ramapo College of New Jersey
Project Management Certificate
robert brazier's UBS Experience 2006 - May 2011
Job developer at Gilt Groupe
Industry Computer Software
Experience
Gilt Groupe May 2011 - Present
UBS 2006 - May 2011
Education
Rensselaer Polytechnic Institute 2002 — 2006
BS, Computer Science
Gilt Groupe May 2011 - Present
UBS 2006 - May 2011
Education
Rensselaer Polytechnic Institute 2002 — 2006
BS, Computer Science
Stacy E. Cerniglia's UBS Experience March 2005 - Present
Job Director, Program Audit at UBS
Industry Financial Services
Experience
UBS March 2005 - Present
DKR Capital February 2004 - February 2005
Refco June 2001 - July 2003
Skills
Regulations, Project Management, Project Assurance, Data Management, Internal Audit, Stakeholder Management, Communication
Education
Rensselaer Polytechnic Institute 1996 — 2000
BS, Industrial Managment Engineering
UBS March 2005 - Present
DKR Capital February 2004 - February 2005
Refco June 2001 - July 2003
Skills
Regulations, Project Management, Project Assurance, Data Management, Internal Audit, Stakeholder Management, Communication
Education
Rensselaer Polytechnic Institute 1996 — 2000
BS, Industrial Managment Engineering
Tina Wohlrab's UBS Experience November 2006 - Present
Job Stock Plan Admin at UBS
Industry Financial Services
Experience
UBS November 2006 - Present
Merill Lynch June 2004 - November 2006
Education
Ramapo College of New Jersey 2000 — 2004
BA, Business
UBS November 2006 - Present
Merill Lynch June 2004 - November 2006
Education
Ramapo College of New Jersey 2000 — 2004
BA, Business
Andrew Cinque's UBS Experience January 2011 - November 2012
Job Senior LMS Analyst at Actavis (now Allergan)
Industry Information Technology and Services
Experience
Actavis (now Allergan) (Alpha Consulting) April 2015 - Present
BASF (ObjectWin) January 2015 - April 2015
Bayer HealthCare (Starpoint Solutions) October 2013 - September 2014
UBS January 2011 - November 2012
Prudential Financial November 2006 - September 2010
Mellon HR Solutions October 2002 - December 2005
Skills
Contract Management, Process Improvement, Sourcing, Strategic Sourcing, Contract Negotiation, Cost Reduction..., Risk Management, Risk Assessment, Building Relationships, Training, Supplier Quality..., Performance Metrics, Organizational..., Recruiting, Business Process..., Performance Management, Vendor Management, Leadership, Project Management, Business Intelligence, Program Management, Change Management
Education
Rockland Community College
AA, Liberal Arts and Sciences
Actavis (now Allergan) (Alpha Consulting) April 2015 - Present
BASF (ObjectWin) January 2015 - April 2015
Bayer HealthCare (Starpoint Solutions) October 2013 - September 2014
UBS January 2011 - November 2012
Prudential Financial November 2006 - September 2010
Mellon HR Solutions October 2002 - December 2005
Skills
Contract Management, Process Improvement, Sourcing, Strategic Sourcing, Contract Negotiation, Cost Reduction..., Risk Management, Risk Assessment, Building Relationships, Training, Supplier Quality..., Performance Metrics, Organizational..., Recruiting, Business Process..., Performance Management, Vendor Management, Leadership, Project Management, Business Intelligence, Program Management, Change Management
Education
Rockland Community College
AA, Liberal Arts and Sciences
Ben Prescott's UBS Experience January 1999 - June 2003
Job President at Prescott Financial Management
Industry Financial Services
Experience
Prescott Financial Management June 2003 - Present
USAR 2014 - 2015
USAR 2014 - 2015
UBS January 1999 - June 2003
VTARNG 1990 - 1993
VTARNG 1990 - 1993
Education
US Army War College 2009 — 2010
Master of Strategic Studies, Military and Strategic Leadership, Pass
Regis University 2000 — 2002
MBA, General, B
College of Financial Planning Denver CO 1995 — 1997
CFP Professional Education Program, Financial Planning and Services, N/A Pass
University of Vermont 1981 — 1985
Bachelor's degree, Psychology, Pass
Vergennes Union High
Prescott Financial Management June 2003 - Present
USAR 2014 - 2015
USAR 2014 - 2015
UBS January 1999 - June 2003
VTARNG 1990 - 1993
VTARNG 1990 - 1993
Education
US Army War College 2009 — 2010
Master of Strategic Studies, Military and Strategic Leadership, Pass
Regis University 2000 — 2002
MBA, General, B
College of Financial Planning Denver CO 1995 — 1997
CFP Professional Education Program, Financial Planning and Services, N/A Pass
University of Vermont 1981 — 1985
Bachelor's degree, Psychology, Pass
Vergennes Union High
Dongyuan (Flora) Yu's UBS Experience 2009 - 2009
Job Sr. Capital Market Analyst Derivative Valuation at Stonegate Mortgage Corporation
Industry Financial Services
Experience
Stonegate Mortgage Corporation 2014 - Present
Ingram Micro 2012 - 2014
Credit Suisse 2010 - 2011
UBS 2009 - 2009
Rotork Controls 2008 - 2008
Paychex 2008 - 2008
United Nations 2007 - 2007
Skills
Finance, Data Analysis, Risk Management, Financial Modeling, Investment Banking, Mortgage Banking, MBS, Trading Analytics, Hedging, Derivative Valuation, Pricing, Financial Services
Education
Rochester Institute of Technology 2007 — 2009
Master, Finance
Stonegate Mortgage Corporation 2014 - Present
Ingram Micro 2012 - 2014
Credit Suisse 2010 - 2011
UBS 2009 - 2009
Rotork Controls 2008 - 2008
Paychex 2008 - 2008
United Nations 2007 - 2007
Skills
Finance, Data Analysis, Risk Management, Financial Modeling, Investment Banking, Mortgage Banking, MBS, Trading Analytics, Hedging, Derivative Valuation, Pricing, Financial Services
Education
Rochester Institute of Technology 2007 — 2009
Master, Finance
Hemang Oza's UBS Experience September 2001 - June 2002
Job Vice President / Commercial Lending
Industry Banking
Experience
SBA Lender July 2015 - Present
Wells Fargo December 2010 - May 2015
United Central Bank October 2007 - October 2010
1st Atlas Mortgage & Investment Corp November 2002 - September 2007
UBS September 2001 - June 2002
Skills
Loans, Underwriting, Credit Analysis, Commercial Banking, Mortgage Lending, Real Estate Financing, Commercial Lending, Lines Of Credit, Loan Origination, Finance, Real Estate, Banking, Sales, Marketing, Portfolio Management, Business Development, Commercial Real Estate, Cash Flow, Credit, Analysis, Business Planning, Investments, Commercial Mortgages, Cross Selling, Asset Management, Insurance, Small Business Lending, Valuation, Relationship Management, Financial Analysis, Financial Structuring, Due Diligence, Credit Risk
Education
AAHOA Institute of Management CHO 2010 — 2010
CHO, Hotel Owners
Regent University 2000 — 2002
MBA, Finance
Faculty of Technology & Engineering, M.S. University of Baroda 1978 — 1983
B.Eng., Chemical Engineering
St. Xavier's College 1975 — 1978
Bachelor of Science (BSc), Mathematics
St. Xavier's High School 1971 — 1975
SSC, Biology/Biological Sciences, General
Welham's Preparatory School 1962 — 1966
KG-3rd Grade, Elementary School
SBA Lender July 2015 - Present
Wells Fargo December 2010 - May 2015
United Central Bank October 2007 - October 2010
1st Atlas Mortgage & Investment Corp November 2002 - September 2007
UBS September 2001 - June 2002
Skills
Loans, Underwriting, Credit Analysis, Commercial Banking, Mortgage Lending, Real Estate Financing, Commercial Lending, Lines Of Credit, Loan Origination, Finance, Real Estate, Banking, Sales, Marketing, Portfolio Management, Business Development, Commercial Real Estate, Cash Flow, Credit, Analysis, Business Planning, Investments, Commercial Mortgages, Cross Selling, Asset Management, Insurance, Small Business Lending, Valuation, Relationship Management, Financial Analysis, Financial Structuring, Due Diligence, Credit Risk
Education
AAHOA Institute of Management CHO 2010 — 2010
CHO, Hotel Owners
Regent University 2000 — 2002
MBA, Finance
Faculty of Technology & Engineering, M.S. University of Baroda 1978 — 1983
B.Eng., Chemical Engineering
St. Xavier's College 1975 — 1978
Bachelor of Science (BSc), Mathematics
St. Xavier's High School 1971 — 1975
SSC, Biology/Biological Sciences, General
Welham's Preparatory School 1962 — 1966
KG-3rd Grade, Elementary School
Rachel Pres's UBS Experience September 2006 - April 2009
Job Buyer Assistant at Toys R Us
Industry Financial Services
Experience
Toys R Us November 2009 - Present
UBS September 2006 - April 2009
Liberty Travel 2004 - 2006
A&P 2000 - 2004
Skills
Human Resources, Recruiting, Change Management, Training, HRIS, Sourcing, Retail, Onboarding, PeopleSoft, Strategic Sourcing, Talent Management, Talent Acquisition
Education
Ramapo College of New Jersey 1996 — 2000
BA, Communications, Public Relations
Ramapo College of New Jersey 1996 — 2000
Bachelor's degree, Communications Public Relations
Toys R Us November 2009 - Present
UBS September 2006 - April 2009
Liberty Travel 2004 - 2006
A&P 2000 - 2004
Skills
Human Resources, Recruiting, Change Management, Training, HRIS, Sourcing, Retail, Onboarding, PeopleSoft, Strategic Sourcing, Talent Management, Talent Acquisition
Education
Ramapo College of New Jersey 1996 — 2000
BA, Communications, Public Relations
Ramapo College of New Jersey 1996 — 2000
Bachelor's degree, Communications Public Relations
Peter Leicht's UBS Experience June 2006 - August 2006
Job Software Engineer at Bloomberg LP
Industry Computer Software
Experience
Bloomberg LP December 2010 - Present
BAE Systems June 2007 - September 2009
UBS June 2006 - August 2006
Zimmerman Engineering May 2005 - August 2005
Education
Rensselaer Polytechnic Institute 2004 — 2007
B.S, Computer and Systems Engineering and Computer Science
Fairleigh Dickinson University (FDU)
Bloomberg LP December 2010 - Present
BAE Systems June 2007 - September 2009
UBS June 2006 - August 2006
Zimmerman Engineering May 2005 - August 2005
Education
Rensselaer Polytechnic Institute 2004 — 2007
B.S, Computer and Systems Engineering and Computer Science
Fairleigh Dickinson University (FDU)
Charles Hubbard's UBS Experience 1993 - 2000
Job
Industry Financial Services
Experience
Tatum February 2010 - Present
Merrill Lynch 2004 - June 2009
Credit Agricole Indosuez 2002 - 2003
KM Management, LLC 2000 - 2001
UBS 1993 - 2000
HSBC 1983 - 1992
PepsiCo 1978 - 1982
Skills
Portfolio Management, Capital Markets, Private Banking, Financial Modeling, Restructuring, Risk Management, Finance, Private Equity, Mergers & Acquisitions, Strategic Financial..., Financial Services, Banking, Securities, Hedge Funds
Education
Rice University
B.A., Chemical Engineering
Rice University
M.Ch.E., Chemical Engineering
University of Pennsylvania - The Wharton School
M.B.A., Finance, Operations Management
Tatum February 2010 - Present
Merrill Lynch 2004 - June 2009
Credit Agricole Indosuez 2002 - 2003
KM Management, LLC 2000 - 2001
UBS 1993 - 2000
HSBC 1983 - 1992
PepsiCo 1978 - 1982
Skills
Portfolio Management, Capital Markets, Private Banking, Financial Modeling, Restructuring, Risk Management, Finance, Private Equity, Mergers & Acquisitions, Strategic Financial..., Financial Services, Banking, Securities, Hedge Funds
Education
Rice University
B.A., Chemical Engineering
Rice University
M.Ch.E., Chemical Engineering
University of Pennsylvania - The Wharton School
M.B.A., Finance, Operations Management
Jennifer Vizzo's UBS Experience 1999 - 2002
Job Controller/Finance/Fund Accountant/Financial Services/Asset Management/Consulting
Industry Accounting
Experience
VIZZO CONSULTING, LLC, 2009 - Present
Old Hill Partners 2014 - 2014
BTS USA Inc. 2011 - 2013
ALLIANZ GLOBAL INVESTORS 2004 - 2009
MetLife 2002 - 2003
UBS 1999 - 2002
DIAGEO/UNITED DISTILLERS 1998 - 1999
Skills
Corporate Finance, QuickBooks, Accounting, Business Development, Financial Analysis, Financial Modeling, Finance, Budgets, Financial Reporting, Strategic Financial..., Financial Accounting, Account Management, Microsoft Excel, Mergers & Acquisitions, Management, Team Building, Forecasting
Education
Roger Williams University 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting
VIZZO CONSULTING, LLC, 2009 - Present
Old Hill Partners 2014 - 2014
BTS USA Inc. 2011 - 2013
ALLIANZ GLOBAL INVESTORS 2004 - 2009
MetLife 2002 - 2003
UBS 1999 - 2002
DIAGEO/UNITED DISTILLERS 1998 - 1999
Skills
Corporate Finance, QuickBooks, Accounting, Business Development, Financial Analysis, Financial Modeling, Finance, Budgets, Financial Reporting, Strategic Financial..., Financial Accounting, Account Management, Microsoft Excel, Mergers & Acquisitions, Management, Team Building, Forecasting
Education
Roger Williams University 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting
Donna Boyette's UBS Experience September 2005 - April 2009
Job Senior Registered Client Associate / Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors June 2009 - June 2013
UBS September 2005 - April 2009
Smith Barney October 1982 - September 2005
Skills
Investments, Mutual Funds, Management, Finance, Risk Management, Wealth Management, Securities, Customer Service, Financial Services, Series 7
Education
Regis University 2005 — 2012
Bachlor of Science, Human Resources Management, Various Classes
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors June 2009 - June 2013
UBS September 2005 - April 2009
Smith Barney October 1982 - September 2005
Skills
Investments, Mutual Funds, Management, Finance, Risk Management, Wealth Management, Securities, Customer Service, Financial Services, Series 7
Education
Regis University 2005 — 2012
Bachlor of Science, Human Resources Management, Various Classes
B Cooke's UBS Experience June 1999 - August 2001
Job Principal at Noble House International llc
Industry Venture Capital & Private Equity
Experience
Franklin Foods LLC November 2011 - Present
121 Fulton Street October 2011 - Present
Jimi Rock 2007 - Present
Noble House International LLC 2006 - Present
Belha Inc. August 2002 - Present
Ace Marketing & Promotions Inc. 2001 - Present
RPR Marketing Solutions September 2002 - April 2005
UBS June 1999 - August 2001
Skills
Networking, Business Relationship..., Entrepreneurial..., Marketing Strategy, Strategic Planning, New Business Development, Strategic Partnerships, Business Strategy, Business Development, Start-ups, Private Equity
Education
Rider University 1999 — 2002
Bachelor of Science (BS), Business administration, marketing
Franklin Foods LLC November 2011 - Present
121 Fulton Street October 2011 - Present
Jimi Rock 2007 - Present
Noble House International LLC 2006 - Present
Belha Inc. August 2002 - Present
Ace Marketing & Promotions Inc. 2001 - Present
RPR Marketing Solutions September 2002 - April 2005
UBS June 1999 - August 2001
Skills
Networking, Business Relationship..., Entrepreneurial..., Marketing Strategy, Strategic Planning, New Business Development, Strategic Partnerships, Business Strategy, Business Development, Start-ups, Private Equity
Education
Rider University 1999 — 2002
Bachelor of Science (BS), Business administration, marketing
Michael Esposito, AIF®'s UBS Experience February 2006 - February 2008
Job Financial Services Professional
Industry Financial Services
Experience
LPL Financial February 2008 - March 2009
UBS February 2006 - February 2008
UBS February 2004 - February 2006
UBS January 2000 - February 2004
Willowglen Academy June 1995 - January 2000
Skills
Portfolio Management, Marketing, Business Planning, CRM, Investments, Project Management, Proposal Writing
Education
Ramapo College of New Jersey 1994 — 1999
BA, Economics
LPL Financial February 2008 - March 2009
UBS February 2006 - February 2008
UBS February 2004 - February 2006
UBS January 2000 - February 2004
Willowglen Academy June 1995 - January 2000
Skills
Portfolio Management, Marketing, Business Planning, CRM, Investments, Project Management, Proposal Writing
Education
Ramapo College of New Jersey 1994 — 1999
BA, Economics
Cheryl Corman's UBS Experience June 2009 - August 2009
Job Analyst at Deloitte
Industry Information Technology and Services
Experience
Deloitte July 2013 - Present
ICF International July 2010 - July 2013
UBS June 2009 - August 2009
IBM July 2008 - November 2008
Skills
User Experience, Web Development, Web Design, Information Architecture, Web 2.0, Usability Testing, Requirements Gathering, Test Scripts, Business Requirements, Quality Assurance, TFS, Microsoft Project, JIRA, Release Management, SQL
Education
Rochester Institute of Technology 2006 — 2010
BS, New Media Interactive Development
Union Endicott High School 2002 — 2006
High School Diploma
Deloitte July 2013 - Present
ICF International July 2010 - July 2013
UBS June 2009 - August 2009
IBM July 2008 - November 2008
Skills
User Experience, Web Development, Web Design, Information Architecture, Web 2.0, Usability Testing, Requirements Gathering, Test Scripts, Business Requirements, Quality Assurance, TFS, Microsoft Project, JIRA, Release Management, SQL
Education
Rochester Institute of Technology 2006 — 2010
BS, New Media Interactive Development
Union Endicott High School 2002 — 2006
High School Diploma
Dhruv Pandya's UBS Experience June 2009 - August 2009
Job Business Analyst at UBS
Industry Financial Services
Experience
UBS June 2009 - August 2009
General Electric May 2008 - August 2008
Education
Rensselaer Polytechnic Institute 2006 — 2010
B.S., Electrical Engineering, Management
UBS June 2009 - August 2009
General Electric May 2008 - August 2008
Education
Rensselaer Polytechnic Institute 2006 — 2010
B.S., Electrical Engineering, Management
Vikram Bhola's UBS Experience February 2012 - August 2014
Job Director, Alternative Investments at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
UBS February 2012 - August 2014
UBS Wealth Management February 2010 - January 2012
UBS January 2007 - January 2010
Bank of New York Mellon December 2005 - January 2007
Merck May 2005 - December 2005
Ortho Biotech April 2001 - September 2002
Radix July 2000 - April 2001
Skills
Hedge Funds, Alternative Investments, Equities, Bloomberg, Back Office, Fund Of Funds, Capital Markets, Derivatives, Wealth Management, Investments, Investment Management, Investment Advisory, Managed Futures, Investment Strategies, Financial Markets, FINRA, Structured Products
Education
Rider University 2001 — 2004
Bachelor of Science in Business Administration, Finance
Morgan Stanley September 2014 - Present
UBS February 2012 - August 2014
UBS Wealth Management February 2010 - January 2012
UBS January 2007 - January 2010
Bank of New York Mellon December 2005 - January 2007
Merck May 2005 - December 2005
Ortho Biotech April 2001 - September 2002
Radix July 2000 - April 2001
Skills
Hedge Funds, Alternative Investments, Equities, Bloomberg, Back Office, Fund Of Funds, Capital Markets, Derivatives, Wealth Management, Investments, Investment Management, Investment Advisory, Managed Futures, Investment Strategies, Financial Markets, FINRA, Structured Products
Education
Rider University 2001 — 2004
Bachelor of Science in Business Administration, Finance
Lisa Janos's UBS Experience July 2015 - Present
Job Client Service Associate
Industry Public Relations and Communications
Experience
UBS July 2015 - Present
Transcat June 2012 - Present
Modern Marketing Concepts October 2010 - June 2011
Direct 2 Market Sales Solutions March 2010 - June 2010
Skills
Social Media, Microsoft Office, Event Planning, Facebook, Public Speaking, Adobe Creative Suite, PowerPoint, Microsoft Word, Microsoft Excel, Communication, Customer Service
Education
Rochester Institute of Technology 2011 — 2012
Master's degree, Communication and Media Technology
Rochester Institute of Technology 2005 — 2009
Bachelor of Science, Advertising and Public Relations
UBS July 2015 - Present
Transcat June 2012 - Present
Modern Marketing Concepts October 2010 - June 2011
Direct 2 Market Sales Solutions March 2010 - June 2010
Skills
Social Media, Microsoft Office, Event Planning, Facebook, Public Speaking, Adobe Creative Suite, PowerPoint, Microsoft Word, Microsoft Excel, Communication, Customer Service
Education
Rochester Institute of Technology 2011 — 2012
Master's degree, Communication and Media Technology
Rochester Institute of Technology 2005 — 2009
Bachelor of Science, Advertising and Public Relations
Margaret Potter's UBS Experience January 2012 - Present
Job Office of the CEO, UBS Group Americas
Industry Investment Banking
Experience
UBS January 2012 - Present
UBS Investment Bank, The Americas January 2007 - December 2011
PotterBuilt Construction June 2005 - December 2007
National Charity League - Canaan Parish Chapter June 2005 - May 2007
New Canaan School System September 1998 - June 2005
IBM Corporation February 1992 - October 1994
IBM Corporation January 1990 - January 1992
IBM Corporation January 1982 - December 1989
Skills
IBM Management Training, IBM Sales Training
Education
Rider University
MS, Marketing
UBS January 2012 - Present
UBS Investment Bank, The Americas January 2007 - December 2011
PotterBuilt Construction June 2005 - December 2007
National Charity League - Canaan Parish Chapter June 2005 - May 2007
New Canaan School System September 1998 - June 2005
IBM Corporation February 1992 - October 1994
IBM Corporation January 1990 - January 1992
IBM Corporation January 1982 - December 1989
Skills
IBM Management Training, IBM Sales Training
Education
Rider University
MS, Marketing
Nate Minnis's UBS Experience 2001 - 2003
Job Owner at House & Renner Construction
Industry Real Estate
Experience
House & Renner Construction January 2012 - Present
Provident Ventures, LLC October 2008 - Present
T.E. Woods Construction February 2007 - October 2008
T.E. Woods Construction January 2003 - February 2007
UBS 2001 - 2003
American Century Investments 1999 - 2001
Education
Rockhurst University 1998 — 2000
MBA, Finance
Truman State University 1994 — 1997
Bachelor of Science, Economics
Blue Springs High School 1989 — 1993
House & Renner Construction January 2012 - Present
Provident Ventures, LLC October 2008 - Present
T.E. Woods Construction February 2007 - October 2008
T.E. Woods Construction January 2003 - February 2007
UBS 2001 - 2003
American Century Investments 1999 - 2001
Education
Rockhurst University 1998 — 2000
MBA, Finance
Truman State University 1994 — 1997
Bachelor of Science, Economics
Blue Springs High School 1989 — 1993
Jeffrey Caniglia's UBS Experience July 2007 - June 2010
Job Software Developer at Two Sigma Investments
Industry Financial Services
Experience
Two Sigma Investments May 2013 - Present
Goldman Sachs June 2010 - May 2013
UBS July 2007 - June 2010
Skills
Databases, Process Improvement
Education
NYU Stern School of Business 2013 — 2016
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute 2003 — 2007
BS, Computer Science & Management, 3.63
Two Sigma Investments May 2013 - Present
Goldman Sachs June 2010 - May 2013
UBS July 2007 - June 2010
Skills
Databases, Process Improvement
Education
NYU Stern School of Business 2013 — 2016
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute 2003 — 2007
BS, Computer Science & Management, 3.63
Tim McElreath's UBS Experience January 2004 - November 2004
Job Senior Technical Architect at Scripps Networks Interactive
Industry Computer Software
Experience
Scripps Networks Interactive February 2015 - Present
Huge June 2014 - January 2015
R/GA May 2013 - June 2014
eMusic November 2012 - May 2013
Federal Reserve Bank of New York May 2012 - November 2012
Bank of America November 2004 - May 2012
UBS January 2004 - November 2004
CSC March 1998 - January 2004
Skills
Java, Spring, Python, Architectures, SDLC, Agile Methodologies, Certified Scrum Master..., SQL, Business Analysis, Flask, Web Applications, Google App Engine, Java Enterprise Edition, Oracle, Oracle PL/SQL..., Hibernate, Web Services, REST, Weblogic, Visio, Websphere, Testing, Staff Development, Maven, Software Development, Selenium, Project Management, Banking, Unix Shell Scripting, Weblogic Administration, Production Support, Linux, Git, Tomcat, Data Migration, AngularJS, NodeJS, Appium, Spring Framework, Scrum
Education
Rhode Island School of Design 1987 — 1991
BFA, Photography
Rhode Island School of Design 1987 — 1991
BFA Photography, Photography
Scripps Networks Interactive February 2015 - Present
Huge June 2014 - January 2015
R/GA May 2013 - June 2014
eMusic November 2012 - May 2013
Federal Reserve Bank of New York May 2012 - November 2012
Bank of America November 2004 - May 2012
UBS January 2004 - November 2004
CSC March 1998 - January 2004
Skills
Java, Spring, Python, Architectures, SDLC, Agile Methodologies, Certified Scrum Master..., SQL, Business Analysis, Flask, Web Applications, Google App Engine, Java Enterprise Edition, Oracle, Oracle PL/SQL..., Hibernate, Web Services, REST, Weblogic, Visio, Websphere, Testing, Staff Development, Maven, Software Development, Selenium, Project Management, Banking, Unix Shell Scripting, Weblogic Administration, Production Support, Linux, Git, Tomcat, Data Migration, AngularJS, NodeJS, Appium, Spring Framework, Scrum
Education
Rhode Island School of Design 1987 — 1991
BFA, Photography
Rhode Island School of Design 1987 — 1991
BFA Photography, Photography
Hannah de los Reyes's UBS Experience January 2001 - August 2004
Job Personal Fitness Trainer
Industry Health, Wellness and Fitness
Experience
Kim Dawson Agency March 2005 - Present
Self-Employed August 2004 - Present
UBS January 2001 - August 2004
Hartford Life January 2000 - January 2001
Skills
Fitness Training, Exercise Physiology, Kinesiology, Exercise Instruction, Sports Training, Wellness Coaching, Sports Industry, Marketing, Office Administration, Event Planning, Sales, Networking, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Publisher, Writing, Social Media, Mac OS
Education
Richland College
Business/Corporate Communications
Kim Dawson Agency March 2005 - Present
Self-Employed August 2004 - Present
UBS January 2001 - August 2004
Hartford Life January 2000 - January 2001
Skills
Fitness Training, Exercise Physiology, Kinesiology, Exercise Instruction, Sports Training, Wellness Coaching, Sports Industry, Marketing, Office Administration, Event Planning, Sales, Networking, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Publisher, Writing, Social Media, Mac OS
Education
Richland College
Business/Corporate Communications
Diana Cramer's UBS Experience December 2011 - May 2014
Job Self employed
Industry Financial Services
Experience
UBS December 2011 - May 2014
Morgan Stanley Smith Barney 2005 - 2011
Skills
SEC Series 9/10, Series 7, Series 66, Investments, Strategic Financial..., Microsoft Excel, Financial Analysis, Credit, Process Improvement, Strategic Planning, Analysis, Competitive Analysis, Business Process..., Financial Planning
Education
Regis University
MBA, International Business
UBS December 2011 - May 2014
Morgan Stanley Smith Barney 2005 - 2011
Skills
SEC Series 9/10, Series 7, Series 66, Investments, Strategic Financial..., Microsoft Excel, Financial Analysis, Credit, Process Improvement, Strategic Planning, Analysis, Competitive Analysis, Business Process..., Financial Planning
Education
Regis University
MBA, International Business
A Koren Tabay's UBS Experience April 2004 - July 2005
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2008 - Present
ACS August 2005 - June 2008
UBS April 2004 - July 2005
Merrill Lynch August 1998 - March 2004
Education
Rider University 1994 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Merrill Lynch July 2008 - Present
ACS August 2005 - June 2008
UBS April 2004 - July 2005
Merrill Lynch August 1998 - March 2004
Education
Rider University 1994 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Jim Lanzilotti's UBS Experience July 2009 - June 2012
Job Portfolio Manager Principal Strategies at Nomura
Industry Financial Services
Experience
Nomura April 2013 - Present
Credit Suisse June 2012 - March 2013
UBS July 2009 - June 2012
SAC Capital March 2007 - January 2009
Lehman Brothers April 2004 - March 2007
Morgan Stanley March 2002 - April 2004
AIG Trading Group March 1997 - March 2002
Citibank NA May 1994 - March 1997
Education
Rensselaer Polytechnic Institute
Bachelor of Science (BS), Business Administration and Management, General
Nomura April 2013 - Present
Credit Suisse June 2012 - March 2013
UBS July 2009 - June 2012
SAC Capital March 2007 - January 2009
Lehman Brothers April 2004 - March 2007
Morgan Stanley March 2002 - April 2004
AIG Trading Group March 1997 - March 2002
Citibank NA May 1994 - March 1997
Education
Rensselaer Polytechnic Institute
Bachelor of Science (BS), Business Administration and Management, General
Penny Nichols Soler's UBS Experience January 2015 - Present
Job Desktop Support Technician at UBS
Industry Computer Networking
Experience
UBS January 2015 - Present
CompuCom October 2012 - October 2014
Sullivan and Cogliano March 2012 - October 2012
Geneva Technical Services December 2011 - January 2012
Insight Global May 2011 - July 2011
Pinnacle Technical Resources February 2010 - January 2011
Skills
Troubleshooting, Active Directory, Hardware, Help Desk Support, Microsoft Exchange, Technical Support, Networking, Windows, XP, Microsoft Office, Training, Laptops, System Deployment, Outlook, Printers, Windows Server, Windows 7, Citrix, Operating Systems, Information Technology, Security, Customer Service
Education
Morris Graduate School of Managemet 2010 — 2011
Master of Information Systems, Informations systems
Robert Morris University 2007 — 2011
Bachelor of Applied Science Degree, Networking
UBS January 2015 - Present
CompuCom October 2012 - October 2014
Sullivan and Cogliano March 2012 - October 2012
Geneva Technical Services December 2011 - January 2012
Insight Global May 2011 - July 2011
Pinnacle Technical Resources February 2010 - January 2011
Skills
Troubleshooting, Active Directory, Hardware, Help Desk Support, Microsoft Exchange, Technical Support, Networking, Windows, XP, Microsoft Office, Training, Laptops, System Deployment, Outlook, Printers, Windows Server, Windows 7, Citrix, Operating Systems, Information Technology, Security, Customer Service
Education
Morris Graduate School of Managemet 2010 — 2011
Master of Information Systems, Informations systems
Robert Morris University 2007 — 2011
Bachelor of Applied Science Degree, Networking
Corey Wheeler's UBS Experience July 1997 - January 2001
Job Ecommerce Analytics Manager at TheBodyShop
Industry Marketing and Advertising
Experience
The Body Shop March 2014 - Present
Toys R Us May 2013 - December 2013
Atrinsic June 2011 - June 2012
Direct Brands (Columbia House & Doubleday) January 2001 - June 2011
UBS July 1997 - January 2001
Hunter Group CPA LLC January 1996 - July 1997
Ernst & Young 1996 - 1996
Skills
Analytics, Forecasting, Direct Marketing, Auditing, Customer Acquisition, CRM, Financial Modeling, Business Strategy, Analysis, Digital Media, Strategic Planning, Strategy, Financial Analysis, Business Development, Segmentation, Database Marketing, Cross-functional Team...
Education
Northern Highlands
Ramapo College of New Jersey
BACHELORS, ACCOUNTING
The Body Shop March 2014 - Present
Toys R Us May 2013 - December 2013
Atrinsic June 2011 - June 2012
Direct Brands (Columbia House & Doubleday) January 2001 - June 2011
UBS July 1997 - January 2001
Hunter Group CPA LLC January 1996 - July 1997
Ernst & Young 1996 - 1996
Skills
Analytics, Forecasting, Direct Marketing, Auditing, Customer Acquisition, CRM, Financial Modeling, Business Strategy, Analysis, Digital Media, Strategic Planning, Strategy, Financial Analysis, Business Development, Segmentation, Database Marketing, Cross-functional Team...
Education
Northern Highlands
Ramapo College of New Jersey
BACHELORS, ACCOUNTING
Jim Rappolt's UBS Experience September 2006 - Present
Job Operations Manager at UBS
Industry Financial Services
Experience
UBS September 2006 - Present
UBS Financial Services September 2006 - Present
S.S. White Technologies June 2003 - August 2006
Joslyn Hi-Voltage October 2000 - March 2003
Gilbarco Veeder Root January 1999 - October 2000
Danaher January 1996 - January 1999
Danaher September 1994 - January 1996
Raytheon March 1994 - September 1994
Raytheon February 1992 - March 1994
Raytheon February 1990 - February 1992
Education
University of Pittsburgh 1997 — 1998
MBA
Rensselaer Polytechnic Institute 1985 — 1989
BS, Mechanical Engineering
Shawnee Mission South
UBS September 2006 - Present
UBS Financial Services September 2006 - Present
S.S. White Technologies June 2003 - August 2006
Joslyn Hi-Voltage October 2000 - March 2003
Gilbarco Veeder Root January 1999 - October 2000
Danaher January 1996 - January 1999
Danaher September 1994 - January 1996
Raytheon March 1994 - September 1994
Raytheon February 1992 - March 1994
Raytheon February 1990 - February 1992
Education
University of Pittsburgh 1997 — 1998
MBA
Rensselaer Polytechnic Institute 1985 — 1989
BS, Mechanical Engineering
Shawnee Mission South
Matthew Hvisdock's UBS Experience May 2011 - July 2011
Job Partnership Liability Underwriter at Great American Insurance Group
Industry Financial Services
Experience
Great American Insurance May 2013 - Present
PHH Mortgage May 2012 - May 2013
Bank of America Merrill Lynch November 2011 - June 2012
Mountain View Country Club May 2008 - October 2011
UBS May 2011 - July 2011
Education
Rider University 2007 — 2011
BS
Great American Insurance May 2013 - Present
PHH Mortgage May 2012 - May 2013
Bank of America Merrill Lynch November 2011 - June 2012
Mountain View Country Club May 2008 - October 2011
UBS May 2011 - July 2011
Education
Rider University 2007 — 2011
BS
John Morihlatko's UBS Experience June 2008 - August 2008
Job Purchasing Agent at MarkWest Energy Partners, L.P.
Industry Oil & Energy
Experience
MarkWest Energy Partners, L.P. September 2014 - Present
Peoples Natural Gas Company February 2010 - September 2014
Dominion February 2009 - February 2010
UBS June 2008 - August 2008
Skills
Microsoft Office, SAP, Procurement, Supply Chain, Buying, Strategic Sourcing, Supplier Management, Contract Negotiation, Energy, Supply Chain Management, Sourcing, Real Estate, Process Improvement, Supply Management, Project Planning, Management, Forecasting
Education
Robert Morris University 2005 — 2009
Bachelor of the Science in Business Administration, Marketing
MarkWest Energy Partners, L.P. September 2014 - Present
Peoples Natural Gas Company February 2010 - September 2014
Dominion February 2009 - February 2010
UBS June 2008 - August 2008
Skills
Microsoft Office, SAP, Procurement, Supply Chain, Buying, Strategic Sourcing, Supplier Management, Contract Negotiation, Energy, Supply Chain Management, Sourcing, Real Estate, Process Improvement, Supply Management, Project Planning, Management, Forecasting
Education
Robert Morris University 2005 — 2009
Bachelor of the Science in Business Administration, Marketing
Luvena Levy's UBS Experience January 2000 - March 2004
Job CEO, Founder, President and Mother at Luvle Inc
Industry Arts and Crafts
Experience
Luvle Inc March 2004 - Present
UBS January 2000 - March 2004
Education
Ramapo College of NJ
Luvle Inc March 2004 - Present
UBS January 2000 - March 2004
Education
Ramapo College of NJ
Juliana Donohoe's UBS Experience January 2007 - November 2012
Job
Industry Financial Services
Experience
Colonial Surety Company July 2013 - October 2014
UBS January 2007 - November 2012
Temp with UBS through Walsh Associates November 2006 - December 2006
Hudson United Bank/TD Bank May 2005 - May 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Outlook
Education
Ramapo College of New Jersey 2001 — 2006
Bachelor of Arts (BA), Psychology
Colonial Surety Company July 2013 - October 2014
UBS January 2007 - November 2012
Temp with UBS through Walsh Associates November 2006 - December 2006
Hudson United Bank/TD Bank May 2005 - May 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Outlook
Education
Ramapo College of New Jersey 2001 — 2006
Bachelor of Arts (BA), Psychology
May Bai's UBS Experience October 2006 - November 2012
Job Lead Risk Analyst, Alternative Investment at GE Asset Management
Industry Financial Services
Experience
GE Asset Management April 2014 - Present
Mitsubishi UFJ Trust and Banking Corporation November 2012 - April 2014
UBS October 2006 - November 2012
American Express Company June 2003 - September 2006
First Republic Group Asset Management November 2001 - May 2003
Merrill Lynch and Company July 2001 - October 2001
China Foreign Economy and Trade Trust & Investment Company (FOTIC) August 1994 - July 1999
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA)
Renmin University of China 1990 — 1994
Bachelor of Arts
GE Asset Management April 2014 - Present
Mitsubishi UFJ Trust and Banking Corporation November 2012 - April 2014
UBS October 2006 - November 2012
American Express Company June 2003 - September 2006
First Republic Group Asset Management November 2001 - May 2003
Merrill Lynch and Company July 2001 - October 2001
China Foreign Economy and Trade Trust & Investment Company (FOTIC) August 1994 - July 1999
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA)
Renmin University of China 1990 — 1994
Bachelor of Arts
Erik Skyba's UBS Experience 2003 - 2007
Job Senior Associate at MSCI Barra
Industry Financial Services
Experience
TradeStation - TradeStation Labs 2009 - 2013
Gargoyle Group - Gargoyle Hedged Value Fund 2008 - 2009
RBC Capital Markets - RBC Proprietary Trading 2007 - 2008
UBS 2003 - 2007
PaineWebber 1999 - 2001
Education
Radford University - College of Business and Economics 1995 — 1999
B.B.A., Finance
TradeStation - TradeStation Labs 2009 - 2013
Gargoyle Group - Gargoyle Hedged Value Fund 2008 - 2009
RBC Capital Markets - RBC Proprietary Trading 2007 - 2008
UBS 2003 - 2007
PaineWebber 1999 - 2001
Education
Radford University - College of Business and Economics 1995 — 1999
B.B.A., Finance
Mark Feehilly's UBS Experience May 2012 - July 2012
Job Student at Ramapo College of New Jersey
Industry Accounting
Experience
UBS May 2012 - July 2012
Education
Ramapo College of NJ 2010 — 2014
UBS May 2012 - July 2012
Education
Ramapo College of NJ 2010 — 2014
Ryan Scaffe's UBS Experience November 2004 - January 2006
Job VP Equity Compliance at Nomura Securities
Industry Financial Services
Experience
Nomura Securities May 2013 - Present
Nomura Securities April 2009 - May 2013
Bank of America January 2006 - April 2009
UBS November 2004 - January 2006
Education
Roanoke College 1996 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
Nomura Securities May 2013 - Present
Nomura Securities April 2009 - May 2013
Bank of America January 2006 - April 2009
UBS November 2004 - January 2006
Education
Roanoke College 1996 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.