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
David Burden David Burden's UBS Experience March 2009 - Present
Job First Vice President at UBS
Industry Financial Services
Experience
UBS March 2009 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Investment Advisory, Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Uniform Combined State..., Securities, Financial Advisory, Alternative Investments, Investments, Strategic Financial..., Series 3, Futures and Commodities, Portfolio Management, Strategic Planning, Banking, FINRA, Financial Planning
Education
Rollins College 1999 — 2001
BS, Economics
United States Naval Academy 1997 — 1999
UBS March 2009 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Investment Advisory, Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Uniform Combined State..., Securities, Financial Advisory, Alternative Investments, Investments, Strategic Financial..., Series 3, Futures and Commodities, Portfolio Management, Strategic Planning, Banking, FINRA, Financial Planning
Education
Rollins College 1999 — 2001
BS, Economics
United States Naval Academy 1997 — 1999
John (Jack) Fitzpatrick John (Jack) Fitzpatrick's UBS Experience July 2013 - August 2013
Job Analyst, CIA HCP at Daiichi Sankyo, Inc.
Industry Pharmaceuticals
Experience
Daiichi Sankyo, Inc. September 2015 - Present
Maritz Travel Company January 2015 - September 2015
Roger Williams University January 2014 - May 2014
UBS July 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, HTML, Accounting, C++, Windows, Photoshop, Team Leadership, Financial Modeling, Investments, Data Analysis, Outlook
Education
Roger Williams University 2010 — 2014
Bachelor's degree, Finance, General
Verona High School 2006 — 2010
Daiichi Sankyo, Inc. September 2015 - Present
Maritz Travel Company January 2015 - September 2015
Roger Williams University January 2014 - May 2014
UBS July 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, HTML, Accounting, C++, Windows, Photoshop, Team Leadership, Financial Modeling, Investments, Data Analysis, Outlook
Education
Roger Williams University 2010 — 2014
Bachelor's degree, Finance, General
Verona High School 2006 — 2010
Dan Gamble Dan Gamble's UBS Experience August 2012 - Present
Job Administrative Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS August 2012 - Present
UBS May 2011 - August 2012
UBS February 2007 - May 2011
UBS June 2005 - February 2007
Morgan Stanley May 2000 - January 2005
Education
Rutgers University-New Brunswick 2003 — 2005
B.A., Economics
Red Bank Regional High School 1997 — 2001
UBS August 2012 - Present
UBS May 2011 - August 2012
UBS February 2007 - May 2011
UBS June 2005 - February 2007
Morgan Stanley May 2000 - January 2005
Education
Rutgers University-New Brunswick 2003 — 2005
B.A., Economics
Red Bank Regional High School 1997 — 2001
Julia Schneider Julia Schneider's UBS Experience 1997 - 2003
Job Currently Seeking a New PMO Financial / Matrix Reporting Opportunity
Industry Financial Services
Experience
MS Excel & Access Consulting Solutions 2003 - Present
Express Scripts March 2014 - July 2015
Express Scripts September 2013 - March 2014
Express Scripts - ESI (formally Medco Health Solutions) October 2009 - April 2013
Express Scripts - ESI (formally Medco Health Solutions) May 2008 - October 2009
Hertz October 2007 - March 2008
Citi Group September 2003 - October 2007
UBS 1997 - 2003
KPMG 1996 - 1996
PaineWebber 1992 - 1996
Skills
SDLC, Project Management, PMO, Finance, Cross-functional Team..., Financial Reporting, MS Project, Microsoft Excel, Business Analysis, Excel VBA Expert, Analysis, Program Management, Visio, Quality Assurance, Project Portfolio..., SharePoint, Software Documentation, Process Improvement, Risk Management, Access, PMP, Business Process..., Change Management, Business Process, Management, Financial Analysis, User Acceptance Testing, Leadership, Vendor Management, Data Analysis, Analytics, Portfolio Management, Project Planning, Budgets, Strategic Planning, MS Excel Pivot Tables, Financial Modeling, Financial Services, Resource Management, People Skills, Team Leadership, Strategy, Excel Services, Project Coordination, Executive Reporting, Business Process..., Software Project..., Systems Analysis, CMMI, Metrics
Education
LasComp Institute of IT 2013 — 2013
Project Management Professional (PMP) Certification, Project Management Professional (PMP) Certification
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelors of Science (BS), Finance
New Milford High School 1987 — 1990
High School Diploma, Academic
MS Excel & Access Consulting Solutions 2003 - Present
Express Scripts March 2014 - July 2015
Express Scripts September 2013 - March 2014
Express Scripts - ESI (formally Medco Health Solutions) October 2009 - April 2013
Express Scripts - ESI (formally Medco Health Solutions) May 2008 - October 2009
Hertz October 2007 - March 2008
Citi Group September 2003 - October 2007
UBS 1997 - 2003
KPMG 1996 - 1996
PaineWebber 1992 - 1996
Skills
SDLC, Project Management, PMO, Finance, Cross-functional Team..., Financial Reporting, MS Project, Microsoft Excel, Business Analysis, Excel VBA Expert, Analysis, Program Management, Visio, Quality Assurance, Project Portfolio..., SharePoint, Software Documentation, Process Improvement, Risk Management, Access, PMP, Business Process..., Change Management, Business Process, Management, Financial Analysis, User Acceptance Testing, Leadership, Vendor Management, Data Analysis, Analytics, Portfolio Management, Project Planning, Budgets, Strategic Planning, MS Excel Pivot Tables, Financial Modeling, Financial Services, Resource Management, People Skills, Team Leadership, Strategy, Excel Services, Project Coordination, Executive Reporting, Business Process..., Software Project..., Systems Analysis, CMMI, Metrics
Education
LasComp Institute of IT 2013 — 2013
Project Management Professional (PMP) Certification, Project Management Professional (PMP) Certification
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelors of Science (BS), Finance
New Milford High School 1987 — 1990
High School Diploma, Academic
Lourdes Douglas Lourdes Douglas's UBS Experience June 2004 - April 2009
Job Executive Assistant at HewlettPackard
Industry Financial Services
Experience
Hewlett-Packard September 2013 - Present
UBS June 2004 - April 2009
UBS February 1999 - June 2004
McGraw-Hill Companies/Aviation Week September 1997 - February 1999
Skills
Administrative skills, Windows, Visio, Word,..., Data Entry, Strategy, Human Resources, Marketing, Invoicing, Administrative Work, Administrative..., Management
Education
Rowan University 1992 — 1996
Bachelor of Science (BS), Economics
Hewlett-Packard September 2013 - Present
UBS June 2004 - April 2009
UBS February 1999 - June 2004
McGraw-Hill Companies/Aviation Week September 1997 - February 1999
Skills
Administrative skills, Windows, Visio, Word,..., Data Entry, Strategy, Human Resources, Marketing, Invoicing, Administrative Work, Administrative..., Management
Education
Rowan University 1992 — 1996
Bachelor of Science (BS), Economics
Peter Motzenbecker, CRPC® Peter Motzenbecker, CRPC®'s UBS Experience February 2011 - July 2012
Job Regional Vice President, Genworth Financial
Industry Insurance
Experience
Genworth Financial August 2014 - Present
SunTrust Bank January 2014 - Present
SunTrust Bank January 2014 - Present
Wells Fargo Advisors, LLC July 2012 - Present
UBS February 2011 - July 2012
Genworth Financial August 2005 - January 2011
John Hancock Financial Services January 2003 - July 2005
Pacific Life April 1998 - January 2002
Education
Rowan University 1978 — 1983
Bachelor of Arts (B.A.)
Genworth Financial August 2014 - Present
SunTrust Bank January 2014 - Present
SunTrust Bank January 2014 - Present
Wells Fargo Advisors, LLC July 2012 - Present
UBS February 2011 - July 2012
Genworth Financial August 2005 - January 2011
John Hancock Financial Services January 2003 - July 2005
Pacific Life April 1998 - January 2002
Education
Rowan University 1978 — 1983
Bachelor of Arts (B.A.)
Joseph Holden Joseph Holden's UBS Experience 2010 - Present
Job Operations Lead at UBS Wealth Management
Industry Marketing and Advertising
Experience
UBS 2010 - Present
Shoprite 2004 - 2013
TAO Marketing Agency 2008 - 2008
Skills
Marketing Strategy, Advertising, Direct Marketing, Marketing, Sales, Customer Service, Marketing Communications, Social Media Marketing, Email Marketing, Digital Marketing, Brochures, CRM, Integrated Marketing, Brand Management, Social Media
Education
Rutgers University 2005 — 2009
Bachelor of Science, Marketing
Rutgers University-New Brunswick 2005 — 2009
Marketing, Business
UBS 2010 - Present
Shoprite 2004 - 2013
TAO Marketing Agency 2008 - 2008
Skills
Marketing Strategy, Advertising, Direct Marketing, Marketing, Sales, Customer Service, Marketing Communications, Social Media Marketing, Email Marketing, Digital Marketing, Brochures, CRM, Integrated Marketing, Brand Management, Social Media
Education
Rutgers University 2005 — 2009
Bachelor of Science, Marketing
Rutgers University-New Brunswick 2005 — 2009
Marketing, Business
Andrew Reilly Andrew Reilly's UBS Experience 1999 - 2005
Job Director at Citi
Industry Financial Services
Experience
Citi 2005 - Present
UBS 1999 - 2005
Capital One 1995 - 1999
Skills
Investment Banking
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor's degree, Accounting and Finance
Citi 2005 - Present
UBS 1999 - 2005
Capital One 1995 - 1999
Skills
Investment Banking
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor's degree, Accounting and Finance
Joseph Meroni Joseph Meroni's UBS Experience June 2008 - August 2008
Job MBA Graduate, Finance
Industry Financial Services
Experience
Bloomberg LP February 2015 - Present
Flatworld Capital June 2013 - September 2013
Great Point Capital January 2012 - April 2012
WTS Proprietary Trading Group, LLC March 2010 - December 2011
Milliman August 2009 - February 2010
UBS June 2008 - August 2008
Skills
Equities, Trading, Private Equity, Equity Research, Financial Modeling, Investments, Financial Analysis, Fixed Income, Corporate Finance, Valuation, Microsoft Excel, Microsoft Office, Finance, Bloomberg, Hedge Funds, FactSet, Capital IQ
Education
Rutgers Business School 2012 — 2014
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Arts (BA), Economics
Bloomberg LP February 2015 - Present
Flatworld Capital June 2013 - September 2013
Great Point Capital January 2012 - April 2012
WTS Proprietary Trading Group, LLC March 2010 - December 2011
Milliman August 2009 - February 2010
UBS June 2008 - August 2008
Skills
Equities, Trading, Private Equity, Equity Research, Financial Modeling, Investments, Financial Analysis, Fixed Income, Corporate Finance, Valuation, Microsoft Excel, Microsoft Office, Finance, Bloomberg, Hedge Funds, FactSet, Capital IQ
Education
Rutgers Business School 2012 — 2014
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Arts (BA), Economics
Kellie Liess's UBS Experience May 2010 - December 2010
Job Financial Analyst at ESPN Wide World of Sports at The Walt Disney Company
Industry Hospitality
Experience
The Walt Disney Company October 2014 - Present
CMAC Capital, LLC June 2013 - October 2014
The Walt Disney Company August 2012 - May 2013
PCE May 2012 - August 2012
Rollins College, Crummer Graduate School of Business February 2012 - August 2012
BETA Center November 2011 - August 2012
UBS May 2010 - December 2010
Oasis (Formerly: Professional Employer Plans) May 2006 - July 2007
Skills
Computer Skill, Microsoft Office, ConsultWorks, Excel, Forecasting Models, Pivot Tables, Solver, Statistical Inference, Multiple Regression..., Time Series Analysis, Microsoft Excel, Management, CRM, Forecasting, Finance, Analysis, Financial Modeling, Leadership, Research
Education
Rollins College - Crummer Graduate School of Business 2011 — 2013
Masters of Business Administration, Finance and Management
University of Central Florida 2007 — 2011
Bachelors, Finance
The Walt Disney Company October 2014 - Present
CMAC Capital, LLC June 2013 - October 2014
The Walt Disney Company August 2012 - May 2013
PCE May 2012 - August 2012
Rollins College, Crummer Graduate School of Business February 2012 - August 2012
BETA Center November 2011 - August 2012
UBS May 2010 - December 2010
Oasis (Formerly: Professional Employer Plans) May 2006 - July 2007
Skills
Computer Skill, Microsoft Office, ConsultWorks, Excel, Forecasting Models, Pivot Tables, Solver, Statistical Inference, Multiple Regression..., Time Series Analysis, Microsoft Excel, Management, CRM, Forecasting, Finance, Analysis, Financial Modeling, Leadership, Research
Education
Rollins College - Crummer Graduate School of Business 2011 — 2013
Masters of Business Administration, Finance and Management
University of Central Florida 2007 — 2011
Bachelors, Finance
Paul Andriulli, CIMA®'s UBS Experience July 2000 - March 2004
Job Head of National Accounts at First Eagle Investment Management
Industry Financial Services
Experience
First Eagle Investment Management January 2014 - Present
First Eagle Investment Management August 2010 - December 2013
New York Life & MainStay Investments November 2006 - August 2010
New York Life & MainStay Investments March 2004 - November 2006
UBS July 2000 - March 2004
Education
Rowan University 1996 — 2000
Finance
First Eagle Investment Management January 2014 - Present
First Eagle Investment Management August 2010 - December 2013
New York Life & MainStay Investments November 2006 - August 2010
New York Life & MainStay Investments March 2004 - November 2006
UBS July 2000 - March 2004
Education
Rowan University 1996 — 2000
Finance
Polina Giralt's UBS Experience April 2009 - August 2010
Job Data Engineer at BuzzFeed
Industry Information Technology and Services
Experience
BuzzFeed March 2014 - Present
JPMorgan Chase January 2013 - January 2014
JPMorgan Chase August 2010 - January 2013
UBS April 2009 - August 2010
UBS Wealth Management July 2006 - April 2009
Innovative Power Solutions, LLC May 2003 - July 2006
Rutgers University January 2003 - May 2005
Skills
SDLC, Software Development, Project Portfolio..., Project Management, Risk Management, Analysis, Business Analysis, Business Requirements, Python, Management, Testing, Business Process..., Information Technology, Leadership, Resource Management, Data Modeling, Data Management, Machine Learning, Agile Methodologies, Business Process..., Reference Data, Information..., Data Migration, Metadata, GUI, Strategic Thinking, Informatics, Information Architecture, Test Driven Development, Data Science, Agile Methodolgy, Data Quality, Data Architecture
Education
Hacker School 2013 — 2013
Computer Software Engineering
Rutgers University-New Brunswick 2002 — 2006
BA, Information Technology and Informatics, Psychology
Cranford High School
BuzzFeed March 2014 - Present
JPMorgan Chase January 2013 - January 2014
JPMorgan Chase August 2010 - January 2013
UBS April 2009 - August 2010
UBS Wealth Management July 2006 - April 2009
Innovative Power Solutions, LLC May 2003 - July 2006
Rutgers University January 2003 - May 2005
Skills
SDLC, Software Development, Project Portfolio..., Project Management, Risk Management, Analysis, Business Analysis, Business Requirements, Python, Management, Testing, Business Process..., Information Technology, Leadership, Resource Management, Data Modeling, Data Management, Machine Learning, Agile Methodologies, Business Process..., Reference Data, Information..., Data Migration, Metadata, GUI, Strategic Thinking, Informatics, Information Architecture, Test Driven Development, Data Science, Agile Methodolgy, Data Quality, Data Architecture
Education
Hacker School 2013 — 2013
Computer Software Engineering
Rutgers University-New Brunswick 2002 — 2006
BA, Information Technology and Informatics, Psychology
Cranford High School
Patrick A. Gubbins Patrick A. Gubbins's UBS Experience October 2007 - September 2011
Job Excel Developer and Business Analyst at UBS
Industry Investment Banking
Experience
Contracted to UBS March 2012 - April 2014
UBS October 2007 - September 2011
JP Morgan Chase July 2006 - September 2007
Software Engineering of America February 1999 - April 2006
Skills
Data Analysis, Databases, Microsoft SQL Server, Analysis, SQL, Project Management, Servers, VBA, Web Services, SharePoint, Business Analysis, Integration, Oracle, SDLC, Unix, Microsoft Excel, Management
Education
Chubb Insitute 1997 — 1998
Certificate, Programming
Rutgers University-New Brunswick 1972 — 1976
B.S., Natural Resource Management
Contracted to UBS March 2012 - April 2014
UBS October 2007 - September 2011
JP Morgan Chase July 2006 - September 2007
Software Engineering of America February 1999 - April 2006
Skills
Data Analysis, Databases, Microsoft SQL Server, Analysis, SQL, Project Management, Servers, VBA, Web Services, SharePoint, Business Analysis, Integration, Oracle, SDLC, Unix, Microsoft Excel, Management
Education
Chubb Insitute 1997 — 1998
Certificate, Programming
Rutgers University-New Brunswick 1972 — 1976
B.S., Natural Resource Management
Yvonne Rocco - SPHR, SHRM-SCP, JD Yvonne Rocco - SPHR, SHRM-SCP, JD's UBS Experience July 1988 - July 1999
Job EMPLOYEE RELATIONS | MERGERS & ACQUISITIONS | TALENT MANAGEMENT | STRATEGIC LEADERSHIP | ORGANIZATIONAL DESIGN
Industry Human Resources
Experience
Raising The Bar April 2015 - Present
Prudential Financial April 2014 - April 2015
Prudential Financial December 2000 - April 2014
Prudential Financial January 2005 - January 2013
Prudential Financial July 1999 - December 2000
UBS July 1988 - July 1999
Skills
Employee Relations, Change Management, Mergers & Acquisitions, Performance Management, Talent Acquisition, Leadership Development, Succession Planning, Strategy, Talent Management, Executive Coaching, Training, Diversity & Inclusion, Compensation & Benefit, Program Management, Organizational Design, Ethics, Leadership, Human Resources, Onboarding
Education
Rutgers University School of Law - Newark
Doctor of Law (JD), Admitted to NJ Bar
Rutgers University-New Brunswick
Master of Science (MS), Institute of Industrial Management and Labor Relations
Rutgers University-New Brunswick
Bachelor of Arts (BA), Sociology, Douglass College
Raising The Bar April 2015 - Present
Prudential Financial April 2014 - April 2015
Prudential Financial December 2000 - April 2014
Prudential Financial January 2005 - January 2013
Prudential Financial July 1999 - December 2000
UBS July 1988 - July 1999
Skills
Employee Relations, Change Management, Mergers & Acquisitions, Performance Management, Talent Acquisition, Leadership Development, Succession Planning, Strategy, Talent Management, Executive Coaching, Training, Diversity & Inclusion, Compensation & Benefit, Program Management, Organizational Design, Ethics, Leadership, Human Resources, Onboarding
Education
Rutgers University School of Law - Newark
Doctor of Law (JD), Admitted to NJ Bar
Rutgers University-New Brunswick
Master of Science (MS), Institute of Industrial Management and Labor Relations
Rutgers University-New Brunswick
Bachelor of Arts (BA), Sociology, Douglass College
Samuel Kasmanoff Samuel Kasmanoff's UBS Experience 2015 - Present
Job Driven Program, Change Management and Operational Excellence (OpEx) Leader Committed to Breakthrough Improvement
Industry Financial Services
Experience
UBS 2015 - Present
Bank of America 2013 - 2015
Bank of America 2011 - 2013
Bank of America 2010 - 2011
DTCC 2008 - 2009
DTCC 2007 - 2008
DTCC 2005 - 2007
DTCC 2001 - 2005
DTCC 1985 - 2001
Skills
Change Management, Benchmarking, Resource Management, Risk Management, Process Improvement, Financial Services, Financial Analysis, Vendor Management, Business Analysis, Relationship Management, Financial Risk, Financial Modeling, Business Process..., Capital Markets, Six Sigma, Finance, PMO, Strategic Financial..., Analysis, Cross-functional Team..., Management, Forecasting, Project Management, Leadership, Analytics, Product Management, Banking, Strategic Planning, Business Intelligence, Program Management, Strategy, Portfolio Management, Governance
Education
University of Pennsylvania
Bachelor of Arts (BA), Economics
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA), Finance, General
UBS 2015 - Present
Bank of America 2013 - 2015
Bank of America 2011 - 2013
Bank of America 2010 - 2011
DTCC 2008 - 2009
DTCC 2007 - 2008
DTCC 2005 - 2007
DTCC 2001 - 2005
DTCC 1985 - 2001
Skills
Change Management, Benchmarking, Resource Management, Risk Management, Process Improvement, Financial Services, Financial Analysis, Vendor Management, Business Analysis, Relationship Management, Financial Risk, Financial Modeling, Business Process..., Capital Markets, Six Sigma, Finance, PMO, Strategic Financial..., Analysis, Cross-functional Team..., Management, Forecasting, Project Management, Leadership, Analytics, Product Management, Banking, Strategic Planning, Business Intelligence, Program Management, Strategy, Portfolio Management, Governance
Education
University of Pennsylvania
Bachelor of Arts (BA), Economics
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA), Finance, General
Kin Lee, CBCP Kin Lee, CBCP's UBS Experience April 2004 - June 2008
Job Certified Business Continuity Professional
Industry Financial Services
Experience
Mesirow Financial March 2014 - Present
United Airlines November 2009 - March 2014
Teva Pharmaceuticals US June 2008 - June 2009
UBS April 2004 - June 2008
J.P. Morgan Chase & Co. July 2002 - April 2004
Skills
Disaster Recovery, Business Continuity, Business Continuity..., Vendor Management, Project Management, Risk Management, Management, Infrastructure, Incident Management, Emergency Management, Project Planning, Program Management, Contingency Planning, Crisis Management, Analysis, Quality Assurance, Testing, Disaster Response, Program Development, LDRPS, Business Impact Analysis, Business Continuity..., Disaster Recovery..., Disaster Preparedness, RPX, Business Analysis
Education
Stevens Institute of Technology - Howe School of Technology Management
Master of Science (MS), Information Systems - Technology Management
Rutgers, The State University of New Jersey - Rutgers Business School 1999 — 2003
Bachelor of Science (B.S.), Management Science and Information Systems
Mesirow Financial March 2014 - Present
United Airlines November 2009 - March 2014
Teva Pharmaceuticals US June 2008 - June 2009
UBS April 2004 - June 2008
J.P. Morgan Chase & Co. July 2002 - April 2004
Skills
Disaster Recovery, Business Continuity, Business Continuity..., Vendor Management, Project Management, Risk Management, Management, Infrastructure, Incident Management, Emergency Management, Project Planning, Program Management, Contingency Planning, Crisis Management, Analysis, Quality Assurance, Testing, Disaster Response, Program Development, LDRPS, Business Impact Analysis, Business Continuity..., Disaster Recovery..., Disaster Preparedness, RPX, Business Analysis
Education
Stevens Institute of Technology - Howe School of Technology Management
Master of Science (MS), Information Systems - Technology Management
Rutgers, The State University of New Jersey - Rutgers Business School 1999 — 2003
Bachelor of Science (B.S.), Management Science and Information Systems
Indy Janjua Indy Janjua's UBS Experience June 2012 - August 2012
Job Senior Analyst at L'Oreal
Industry Market Research
Experience
L'Oréal July 2015 - Present
L'Oréal September 2013 - June 2015
UBS June 2012 - August 2012
Johnson & Johnson- Cordis Corporation December 2011 - June 2012
Verizon May 2011 - August 2011
Rutgers Business School Deans's Office September 2009 - May 2010
Skills
SAP, SharePoint, Excel, Access, Visio, MS Project, Current Events, SWOT analysis, Group Presentations, Negotiation, Sustainable Business, Case Studies, Microsoft Excel, Leadership, Microsoft Office, Analysis, Strategic Sourcing, Teamwork
Education
Rutgers Business School 2009 — 2013
Bachelor's degree, Supply Chain & Marketing Sciences, Finance; Minor: Psychology
L'Oréal July 2015 - Present
L'Oréal September 2013 - June 2015
UBS June 2012 - August 2012
Johnson & Johnson- Cordis Corporation December 2011 - June 2012
Verizon May 2011 - August 2011
Rutgers Business School Deans's Office September 2009 - May 2010
Skills
SAP, SharePoint, Excel, Access, Visio, MS Project, Current Events, SWOT analysis, Group Presentations, Negotiation, Sustainable Business, Case Studies, Microsoft Excel, Leadership, Microsoft Office, Analysis, Strategic Sourcing, Teamwork
Education
Rutgers Business School 2009 — 2013
Bachelor's degree, Supply Chain & Marketing Sciences, Finance; Minor: Psychology
Molly Taylor Molly Taylor's UBS Experience January 2012 - May 2012
Job Inbound logistics Analyst at Michael Kors
Industry Logistics and Supply Chain
Experience
Michael Kors October 2015 - Present
Church & Dwight, Co., Inc. August 2014 - Present
Church & Dwight, Co., Inc. August 2013 - August 2014
BDP International September 2012 - August 2013
UBS January 2012 - May 2012
Everything But Water September 2010 - May 2012
Rutgers University January 2011 - May 2011
Skills
Outlook, Microsoft Office, Recruiting, Human Resources, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Customer Service, Leadership, Teamwork, Social Networking, Social Media, Retail, Training, Access, Management, Facebook, Public Speaking, Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (BS), Labor and Employment Relations
William Tennent High School
William Tennent High School
Michael Kors October 2015 - Present
Church & Dwight, Co., Inc. August 2014 - Present
Church & Dwight, Co., Inc. August 2013 - August 2014
BDP International September 2012 - August 2013
UBS January 2012 - May 2012
Everything But Water September 2010 - May 2012
Rutgers University January 2011 - May 2011
Skills
Outlook, Microsoft Office, Recruiting, Human Resources, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Customer Service, Leadership, Teamwork, Social Networking, Social Media, Retail, Training, Access, Management, Facebook, Public Speaking, Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (BS), Labor and Employment Relations
William Tennent High School
William Tennent High School
AJ Brack's UBS Experience January 2008 - March 2011
Job Investment Management Associate Bank Wealth Management Channel at BlackRock
Industry Financial Services
Experience
BlackRock December 2013 - Present
Southpaw 9 January 2002 - Present
BlackRock April 2011 - December 2013
UBS January 2008 - March 2011
Lennar August 2005 - September 2007
Minor League Baseball January 1999 - January 2005
Skills
Series 7, Mutual Funds, Investments, Investment Advisory, Fixed Income, Wealth Management, Series 63, Equities, Asset Managment, Sales, Securities, Investment Strategies, Strategy, Asset Management, Asset Allocation, Alternative Investments
Education
Rollins College 1995 — 1999
Bachelor of Arts, Environmental Science
St Peters Boys High School 1992 — 1995
BlackRock December 2013 - Present
Southpaw 9 January 2002 - Present
BlackRock April 2011 - December 2013
UBS January 2008 - March 2011
Lennar August 2005 - September 2007
Minor League Baseball January 1999 - January 2005
Skills
Series 7, Mutual Funds, Investments, Investment Advisory, Fixed Income, Wealth Management, Series 63, Equities, Asset Managment, Sales, Securities, Investment Strategies, Strategy, Asset Management, Asset Allocation, Alternative Investments
Education
Rollins College 1995 — 1999
Bachelor of Arts, Environmental Science
St Peters Boys High School 1992 — 1995
Jessica Rinderer Jessica Rinderer's UBS Experience July 2006 - July 2007
Job
Industry
Experience
MWW August 2007 - May 2013
UBS July 2006 - July 2007
UBS October 2003 - July 2006
UBS May 2000 - August 2002
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning
Education
Burlington County College 2002 — 2003
Psychology
Northern Burlington High School 1998 — 2002
High School Diploma
MWW August 2007 - May 2013
UBS July 2006 - July 2007
UBS October 2003 - July 2006
UBS May 2000 - August 2002
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning
Education
Burlington County College 2002 — 2003
Psychology
Northern Burlington High School 1998 — 2002
High School Diploma
David Sears David Sears's UBS Experience September 2007 - Present
Job CFP¿¿, CIMA¿¿, CRPS¿¿, Institutional Consultant and Senior Retirement Planne, Account Vice President Wealth Management
Industry Financial Services
Experience
UBS September 2007 - Present
Skills
Alternative Investments, Mutual Funds, Wealth Management, Series 63, Investments, Equities, Series 7
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2007
Bachelor of Science (B.S.), Finance & Economics
UBS September 2007 - Present
Skills
Alternative Investments, Mutual Funds, Wealth Management, Series 63, Investments, Equities, Series 7
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2007
Bachelor of Science (B.S.), Finance & Economics
Seth Elbaum's UBS Experience January 2007 - June 2007
Job VP Correspondent Regional Sales Manager West and South Regions BOKF
Industry Financial Services
Experience
BOK Financial November 2013 - Present
Stearns Lending November 2011 - November 2013
Bank of America July 2007 - November 2011
Raymond James January 2007 - June 2007
UBS January 2007 - June 2007
Lehman Brothers August 2006 - December 2006
Skills
Banking, Finance, Relationship Management, Credit Risk, Mortgage Banking, Sales, Management, Real Estate, Wealth Management, Accounting, Credit, Options, Time Management, Credit Analysis, Customer Service, FHA, Financial Analysis, Financial Services, Funding, Loans, Portfolio Management, Qualifying Prospects
Education
Rollins College 2003 — 2007
BA, Economics
Needham High School 2000 — 2003
BOK Financial November 2013 - Present
Stearns Lending November 2011 - November 2013
Bank of America July 2007 - November 2011
Raymond James January 2007 - June 2007
UBS January 2007 - June 2007
Lehman Brothers August 2006 - December 2006
Skills
Banking, Finance, Relationship Management, Credit Risk, Mortgage Banking, Sales, Management, Real Estate, Wealth Management, Accounting, Credit, Options, Time Management, Credit Analysis, Customer Service, FHA, Financial Analysis, Financial Services, Funding, Loans, Portfolio Management, Qualifying Prospects
Education
Rollins College 2003 — 2007
BA, Economics
Needham High School 2000 — 2003
Eric Afacan Eric Afacan's UBS Experience January 1999 - January 2002
Job Accredited Investment Fiduciary, Managing Principal at Signature Financial Group, LLC
Industry Financial Services
Experience
Signature Financial Group, LLC April 2003 - Present
Dreyfus/Mellon Advisors January 2002 - April 2003
UBS January 1999 - January 2002
Skills
Retirement Planning, Wealth Management, Estate Planning, Portfolio Management, Insurance, Hedge Funds, Alternative Investments, Financial Planning, Investments, Securities, Hold Series 7, 401k, 401k Rollovers, College Savings Plans, Asset Management, strategic financial..., 529 Plans, Annuity Sales, IRAs, SEP IRA, Long Term Care Insurance, Life Insurance, Networking, Series 24, Income Planning, Risk Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1992 — 1994
Bachelor's Degree, Marketing
Paramus High 1986 — 1989
Signature Financial Group, LLC April 2003 - Present
Dreyfus/Mellon Advisors January 2002 - April 2003
UBS January 1999 - January 2002
Skills
Retirement Planning, Wealth Management, Estate Planning, Portfolio Management, Insurance, Hedge Funds, Alternative Investments, Financial Planning, Investments, Securities, Hold Series 7, 401k, 401k Rollovers, College Savings Plans, Asset Management, strategic financial..., 529 Plans, Annuity Sales, IRAs, SEP IRA, Long Term Care Insurance, Life Insurance, Networking, Series 24, Income Planning, Risk Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1992 — 1994
Bachelor's Degree, Marketing
Paramus High 1986 — 1989
Brienne Tinder, SPHR's UBS Experience September 2007 - February 2008
Job VP, Learning and Leadership Development Consultant at Bank of America
Industry Banking
Experience
Bank of America June 2008 - Present
UBS September 2007 - February 2008
REA Career Services 2008 - 2008
Bank of America May 2007 - August 2007
Hayes Strategic Development June 2006 - May 2007
Morgan Stanley June 2005 - August 2005
Skills
Organizational..., Human Resources, Leadership Development, Training, Change Management, Onboarding, Personnel Management, Performance Management, Interviews, Analysis, Leadership, Strategy, Management, Data Analysis, Business Strategy, Management Consulting, HR Consulting, Talent Management
Education
Teachers College of Columbia University 2006 — 2008
Masters, Social/Organizational Psychology
Rutgers University-New Brunswick 2002 — 2006
B.A., I/O Psychology
Bank of America June 2008 - Present
UBS September 2007 - February 2008
REA Career Services 2008 - 2008
Bank of America May 2007 - August 2007
Hayes Strategic Development June 2006 - May 2007
Morgan Stanley June 2005 - August 2005
Skills
Organizational..., Human Resources, Leadership Development, Training, Change Management, Onboarding, Personnel Management, Performance Management, Interviews, Analysis, Leadership, Strategy, Management, Data Analysis, Business Strategy, Management Consulting, HR Consulting, Talent Management
Education
Teachers College of Columbia University 2006 — 2008
Masters, Social/Organizational Psychology
Rutgers University-New Brunswick 2002 — 2006
B.A., I/O Psychology
Nicholas Pantle Nicholas Pantle's UBS Experience June 2013 - May 2015
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
UBS June 2013 - May 2015
UBS June 2012 - May 2013
Morgan Stanley Smith Barney December 2011 - June 2012
Education
Rowan University 2009 — 2013
Bachelor of Science, Marketing, Management
UBS Wealth Management May 2015 - Present
UBS June 2013 - May 2015
UBS June 2012 - May 2013
Morgan Stanley Smith Barney December 2011 - June 2012
Education
Rowan University 2009 — 2013
Bachelor of Science, Marketing, Management
Chintal Shah Chintal Shah's UBS Experience September 2015 - Present
Job Trade Processing Specialist at UBS
Industry Financial Services
Experience
UBS September 2015 - Present
Bank of America Merrill Lynch December 2014 - August 2015
Samsung Electronics America July 2014 - July 2014
Diesel September 2013 - November 2013
Woodbridge Township Municipal Court September 2012 - December 2012
Pretzel Time September 2007 - August 2010
B B Big Food Mart December 2006 - August 2007
Skills
Microsoft Office, Access, Microsoft Excel, Microsoft Word, PowerPoint, Highly Ambitious, Analytical Skills, Leadership, Management Skills, Communication, Social Networking, Windows, Sales, Finance, Account Reconciliation, Human Resources, Time Management, Accounts Payable, Research, Teamwork, Management
Education
Rutgers Business School 2012 — 2014
Bachelor of Science, Finance with a Concentration in Management Information Systems
UBS September 2015 - Present
Bank of America Merrill Lynch December 2014 - August 2015
Samsung Electronics America July 2014 - July 2014
Diesel September 2013 - November 2013
Woodbridge Township Municipal Court September 2012 - December 2012
Pretzel Time September 2007 - August 2010
B B Big Food Mart December 2006 - August 2007
Skills
Microsoft Office, Access, Microsoft Excel, Microsoft Word, PowerPoint, Highly Ambitious, Analytical Skills, Leadership, Management Skills, Communication, Social Networking, Windows, Sales, Finance, Account Reconciliation, Human Resources, Time Management, Accounts Payable, Research, Teamwork, Management
Education
Rutgers Business School 2012 — 2014
Bachelor of Science, Finance with a Concentration in Management Information Systems
Anthony De Chellis Anthony De Chellis's UBS Experience August 2003 - May 2006
Job President of OurCrowd
Industry Financial Services
Experience
OurCrowd February 2015 - Present
Credit Suisse May 2006 - September 2013
UBS August 2003 - May 2006
Merrill Lynch January 1988 - July 2003
Skills
Private Banking, Wealth Management..., Wealth Management, Alternative Investments, Structured Products, Investment Advisory, Hedge Funds, Fixed Income, Series 7, Family Office, Equities, Asset Allocation
Education
University of Chicago
MBA, Corporate Finance & Corporate Strategy
Rollins College
Bachelor of Arts (BA), Economics
OurCrowd February 2015 - Present
Credit Suisse May 2006 - September 2013
UBS August 2003 - May 2006
Merrill Lynch January 1988 - July 2003
Skills
Private Banking, Wealth Management..., Wealth Management, Alternative Investments, Structured Products, Investment Advisory, Hedge Funds, Fixed Income, Series 7, Family Office, Equities, Asset Allocation
Education
University of Chicago
MBA, Corporate Finance & Corporate Strategy
Rollins College
Bachelor of Arts (BA), Economics
Rosa Delacruz's UBS Experience June 2014 - August 2014
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Wells Fargo May 2013 - April 2015
DoubleTree by Hilton May 2012 - April 2015
UBS June 2014 - August 2014
Skills
Guest Services..., Written and Verbal..., Experience using..., Proficient in Microsoft..., Experience conducting..., Time Management, Accounting, Account Reconciliation, Credit, Customer Service, PowerPoint, Teamwork, Research, Public Speaking, Leadership, Microsoft Office, Social Media, Finance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor's degree, Finance, GPA: 3.4
Technology High School 2007 — 2011
Morgan Stanley June 2015 - Present
Wells Fargo May 2013 - April 2015
DoubleTree by Hilton May 2012 - April 2015
UBS June 2014 - August 2014
Skills
Guest Services..., Written and Verbal..., Experience using..., Proficient in Microsoft..., Experience conducting..., Time Management, Accounting, Account Reconciliation, Credit, Customer Service, PowerPoint, Teamwork, Research, Public Speaking, Leadership, Microsoft Office, Social Media, Finance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor's degree, Finance, GPA: 3.4
Technology High School 2007 — 2011
Elaina Forsell Elaina Forsell's UBS Experience December 1994 - Present
Job Director, Accounting and Reporting
Industry Financial Services
Experience
UBS December 1994 - Present
AgirVest LLC December 1994 - Present
Schatz and Schatz, Ribicoff and Kotkin June 1991 - November 1994
Skills
Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accounting, Internal Controls, Financial Accounting, Variance Analysis, Account Reconciliation, General Ledger
Education
Roger Williams University 1983 — 1987
Accounting
UBS December 1994 - Present
AgirVest LLC December 1994 - Present
Schatz and Schatz, Ribicoff and Kotkin June 1991 - November 1994
Skills
Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accounting, Internal Controls, Financial Accounting, Variance Analysis, Account Reconciliation, General Ledger
Education
Roger Williams University 1983 — 1987
Accounting
Christina Yakymenko Christina Yakymenko's UBS Experience 2006 - 2008
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2009 - Present
UBS 2006 - 2008
Education
Rutgers Business School
Bachelor of Science (B.S.), Management and Global Business
Morgan Stanley Wealth Management 2009 - Present
UBS 2006 - 2008
Education
Rutgers Business School
Bachelor of Science (B.S.), Management and Global Business
Johnny Williams's UBS Experience February 2013 - Present
Job Vice Chairman at UBS
Industry Financial Services
Experience
UBS February 2013 - Present
BofA Merrill Lynch January 2007 - August 2012
Merrill Lynch August 1998 - January 2007
SoundView Technology Group January 1991 - August 1998
Skills
Equity Capital Markets, Sales & Trading, Investment Banking, Venture Capital, Private Equity, Mutual Funds, Hedge Funds, Prime Brokerage, Relationship Management, Capital Markets, Corporate Finance, Equities, Equity Research, Mergers, Strategy, Alternative Investments
Education
Rollins College 1985 — 1989
Bachelor of Arts (B.A.), Political Science
UBS February 2013 - Present
BofA Merrill Lynch January 2007 - August 2012
Merrill Lynch August 1998 - January 2007
SoundView Technology Group January 1991 - August 1998
Skills
Equity Capital Markets, Sales & Trading, Investment Banking, Venture Capital, Private Equity, Mutual Funds, Hedge Funds, Prime Brokerage, Relationship Management, Capital Markets, Corporate Finance, Equities, Equity Research, Mergers, Strategy, Alternative Investments
Education
Rollins College 1985 — 1989
Bachelor of Arts (B.A.), Political Science
Shpresa Elmaz Shpresa Elmaz's UBS Experience August 1999 - October 2004
Job Metropolitan Appraisal Group, Inc.
Industry Real Estate
Experience
Metropolitan Appraisal Group January 2005 - Present
Glenbard West High School June 2011 - January 2013
UBS August 1999 - October 2004
Skills
Research, Event Planning, Curriculum Design, Microsoft Office, Teaching, Curriculum Development, Public Speaking, Budgets, Marketing Strategy, Marketing
Education
Roosevelt University 2009 — 2011
University of Illinois at Chicago
Metropolitan Appraisal Group January 2005 - Present
Glenbard West High School June 2011 - January 2013
UBS August 1999 - October 2004
Skills
Research, Event Planning, Curriculum Design, Microsoft Office, Teaching, Curriculum Development, Public Speaking, Budgets, Marketing Strategy, Marketing
Education
Roosevelt University 2009 — 2011
University of Illinois at Chicago
Troy Senkowski Troy Senkowski's UBS Experience 1998 - 2005
Job Insurance and Financial Services Director
Industry Insurance
Experience
AIG February 2015 - Present
The Guardian Life Insurance Company of America November 2011 - February 2015
American General 2005 - November 2011
American General Life Company 2005 - November 2011
UBS 1998 - 2005
Skills
Insurance, Business Analysis, Team Building, Expense Reduction, Process Improvement, Change Management, Operations Management, Employee Benefits, Strategic Planning, Strategy Development, Analysis, Budgeting, Management Consulting, Executive Management, Visio, Portfolio Management, Program Management, Business Strategy, Problem Solving, Project Portfolio..., Team Leadership, Business Planning, Project Management, Strategy, Budgets, Investments, Business Process..., Business Development, Risk Management, Leadership, Financial Services, Management, Vendor Management, CRM, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-New Brunswick
Economics
AIG February 2015 - Present
The Guardian Life Insurance Company of America November 2011 - February 2015
American General 2005 - November 2011
American General Life Company 2005 - November 2011
UBS 1998 - 2005
Skills
Insurance, Business Analysis, Team Building, Expense Reduction, Process Improvement, Change Management, Operations Management, Employee Benefits, Strategic Planning, Strategy Development, Analysis, Budgeting, Management Consulting, Executive Management, Visio, Portfolio Management, Program Management, Business Strategy, Problem Solving, Project Portfolio..., Team Leadership, Business Planning, Project Management, Strategy, Budgets, Investments, Business Process..., Business Development, Risk Management, Leadership, Financial Services, Management, Vendor Management, CRM, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-New Brunswick
Economics
Francis Perez's UBS Experience March 2011 - September 2011
Job Analyst at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2013 - Present
J.P. Morgan Asset Management June 2012 - August 2012
Ramirez & Co., Inc. September 2011 - December 2011
UBS March 2011 - September 2011
Skills
Series 7, Financial Modeling, PowerPoint, Financial Analysis, Series 63, Microsoft Excel, Equities, Bloomberg, Finance, Microsoft Office, Bloomberg Terminal, Investments, Microsoft Word
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Finance
J.P. Morgan Private Bank June 2013 - Present
J.P. Morgan Asset Management June 2012 - August 2012
Ramirez & Co., Inc. September 2011 - December 2011
UBS March 2011 - September 2011
Skills
Series 7, Financial Modeling, PowerPoint, Financial Analysis, Series 63, Microsoft Excel, Equities, Bloomberg, Finance, Microsoft Office, Bloomberg Terminal, Investments, Microsoft Word
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Finance
Saurin Mehta Saurin Mehta's UBS Experience April 2002 - March 2014
Job Sr. Autosys Consultant
Industry Information Technology and Services
Experience
Fannie Mae March 2014 - Present
UBS April 2002 - March 2014
Adecco 2000 - 2002
Skills
Autosys, Solaris, IBM Mainframe, Workload Automation, Autosys r11.x, WCC, EEM, 24x7 Production Support, Job Stream Optimization, WCC Batch Replication, EEM Multiwrite, Linux, Sybase, Oracle, Production Support, Unix Shell Scripting, AIX, Unix, Data Migration, SDLC, Business Analysis, ITIL, Vendor Management
Education
Roosevelt University 2001 — 2002
Master of Science (M.S.), Computer Science
Roosevelt University 1997 — 2001
Bachelor of Arts (B.A.), Computer Informations Systems
Indira Gandhi College of Engineering 1995 — 1997
BE
Fannie Mae March 2014 - Present
UBS April 2002 - March 2014
Adecco 2000 - 2002
Skills
Autosys, Solaris, IBM Mainframe, Workload Automation, Autosys r11.x, WCC, EEM, 24x7 Production Support, Job Stream Optimization, WCC Batch Replication, EEM Multiwrite, Linux, Sybase, Oracle, Production Support, Unix Shell Scripting, AIX, Unix, Data Migration, SDLC, Business Analysis, ITIL, Vendor Management
Education
Roosevelt University 2001 — 2002
Master of Science (M.S.), Computer Science
Roosevelt University 1997 — 2001
Bachelor of Arts (B.A.), Computer Informations Systems
Indira Gandhi College of Engineering 1995 — 1997
BE
Alokk Kumar's UBS Experience January 2011 - May 2011
Job Cost Analyst
Industry Banking
Experience
MetLife August 2011 - March 2014
UBS January 2011 - May 2011
Rutgers University September 2009 - December 2010
Enterprise Rent-A-Car June 2010 - September 2010
Serebrum Corp. June 2009 - August 2009
JSQ Convenience October 2006 - June 2008
Skills
Financial Analysis, Excel, Accounting, PowerPoint, Data Analysis, Microsoft Excel
Education
Rutgers Business School 2007 — 2011
Undergraduate Bachelor of Science, Finance, Economics
MetLife August 2011 - March 2014
UBS January 2011 - May 2011
Rutgers University September 2009 - December 2010
Enterprise Rent-A-Car June 2010 - September 2010
Serebrum Corp. June 2009 - August 2009
JSQ Convenience October 2006 - June 2008
Skills
Financial Analysis, Excel, Accounting, PowerPoint, Data Analysis, Microsoft Excel
Education
Rutgers Business School 2007 — 2011
Undergraduate Bachelor of Science, Finance, Economics
Virgil Magee Virgil Magee's UBS Experience June 2015 - Present
Job Director, Process Excellence at UBS
Industry Insurance
Experience
UBS June 2015 - Present
Liberty Mutual Insurance January 2015 - May 2015
Liberty Mutual Insurance October 2013 - December 2014
Liberty Mutual Insurance May 2013 - September 2013
Liberty Mutual Insurance January 2012 - May 2013
Liberty Mutual Insurance March 2010 - December 2011
Liberty Mutual Insurance December 2006 - March 2010
Liberty Mutual Insurance July 2004 - December 2006
Skills
Project Management, Leadership, Access, Coaching, Microsoft Excel, Claim, Microsoft Office, SAP, Continuous Improvement, Insurance, Property Damage, Process Improvement, Analysis, Risk Management, PowerPoint, SharePoint, Lean Manufacturing, Property & Casualty..., Lean Thinking, Lean Tools, Lean Operations, Lean Management, Lean Software..., Six Sigma, Value Stream Mapping, Business Process Mapping, Change Management, Experienced Change Agent, Strategic Planning, Personal Injury..., Managerial Finance, Litigation, Management Consulting, Strategic Consulting, HR Consulting, Training Facilitation, Program Facilitation, Strategic Influence, Influence At All Levels, Lean Transformation, Leading Change, Behavioral Interviewing
Education
Rutgers Business School 2006 — 2009
MBA, Finance and Marketing
Rutgers University-New Brunswick 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government, Psychology, 3.8
UBS June 2015 - Present
Liberty Mutual Insurance January 2015 - May 2015
Liberty Mutual Insurance October 2013 - December 2014
Liberty Mutual Insurance May 2013 - September 2013
Liberty Mutual Insurance January 2012 - May 2013
Liberty Mutual Insurance March 2010 - December 2011
Liberty Mutual Insurance December 2006 - March 2010
Liberty Mutual Insurance July 2004 - December 2006
Skills
Project Management, Leadership, Access, Coaching, Microsoft Excel, Claim, Microsoft Office, SAP, Continuous Improvement, Insurance, Property Damage, Process Improvement, Analysis, Risk Management, PowerPoint, SharePoint, Lean Manufacturing, Property & Casualty..., Lean Thinking, Lean Tools, Lean Operations, Lean Management, Lean Software..., Six Sigma, Value Stream Mapping, Business Process Mapping, Change Management, Experienced Change Agent, Strategic Planning, Personal Injury..., Managerial Finance, Litigation, Management Consulting, Strategic Consulting, HR Consulting, Training Facilitation, Program Facilitation, Strategic Influence, Influence At All Levels, Lean Transformation, Leading Change, Behavioral Interviewing
Education
Rutgers Business School 2006 — 2009
MBA, Finance and Marketing
Rutgers University-New Brunswick 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government, Psychology, 3.8
Jessica Sirico's UBS Experience March 2014 - September 2014
Job HRESC Representative at Suez Environnement
Industry Human Resources
Experience
SUEZ environnement September 2014 - Present
UBS March 2014 - September 2014
Residence Inn August 2013 - May 2014
Talent Marketing January 2013 - May 2013
Miami Sports Clubs April 2012 - April 2013
Skills
Recruiting, Time Management, Microsoft Office, Teamwork, Microsoft Word, Event Planning, Human Resources, PowerPoint, Customer Service, Microsoft Excel, Access, HRIS, PeopleSoft, EV5, New Hire Paperwork, MS Excel Pivot Tables, Employee Surveys, ADP Payroll, Outlook
Education
Rowan University 2009 — 2013
Bachelor of Science (B.S.), Human Resources Management and Business Management
SUEZ environnement September 2014 - Present
UBS March 2014 - September 2014
Residence Inn August 2013 - May 2014
Talent Marketing January 2013 - May 2013
Miami Sports Clubs April 2012 - April 2013
Skills
Recruiting, Time Management, Microsoft Office, Teamwork, Microsoft Word, Event Planning, Human Resources, PowerPoint, Customer Service, Microsoft Excel, Access, HRIS, PeopleSoft, EV5, New Hire Paperwork, MS Excel Pivot Tables, Employee Surveys, ADP Payroll, Outlook
Education
Rowan University 2009 — 2013
Bachelor of Science (B.S.), Human Resources Management and Business Management
Jeremy Grillo Jeremy Grillo's UBS Experience September 2011 - June 2012
Job Assurance Intern at PwC
Industry Accounting
Experience
PwC June 2015 - Present
Medieval Times June 2010 - June 2015
UBS September 2011 - June 2012
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2016
Accounting
PwC June 2015 - Present
Medieval Times June 2010 - June 2015
UBS September 2011 - June 2012
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2016
Accounting
Donald Pierce Donald Pierce's UBS Experience January 2008 - July 2008
Job Heavy Weapons Platoon Leader at US Army
Industry Military
Experience
US Army March 2015 - Present
United States Army January 2014 - March 2015
US Army January 2013 - January 2014
HomeWell Senior Care December 2012 - February 2013
Rutgers Army ROTC/ New Jersey National Guard September 2009 - December 2012
The Home Depot May 2009 - September 2009
UBS January 2008 - July 2008
Skills
PowerPoint, Strategic Leadership, Data Entry, Organizational..., Recruiting, Adobe Acrobat, Time Management, Organizational..., Research, Military Experience, Leadership, Team Leadership, Customer Service
Education
Rutgers University 2008 — 2012
Bachelor of Arts (B.A.), Economics
River Dell High School 2004 — 2008
US Army March 2015 - Present
United States Army January 2014 - March 2015
US Army January 2013 - January 2014
HomeWell Senior Care December 2012 - February 2013
Rutgers Army ROTC/ New Jersey National Guard September 2009 - December 2012
The Home Depot May 2009 - September 2009
UBS January 2008 - July 2008
Skills
PowerPoint, Strategic Leadership, Data Entry, Organizational..., Recruiting, Adobe Acrobat, Time Management, Organizational..., Research, Military Experience, Leadership, Team Leadership, Customer Service
Education
Rutgers University 2008 — 2012
Bachelor of Arts (B.A.), Economics
River Dell High School 2004 — 2008
Maryanne McGovern Maryanne McGovern's UBS Experience March 2009 - February 2011
Job Agent at Wealthguard Financial Architects
Industry Insurance
Experience
Wealthguard Financial Services, LLC January 2013 - Present
NFIB June 2012 - April 2013
Bank of America February 2011 - June 2012
UBS March 2009 - February 2011
Citi March 2008 - February 2009
Beneficial Bank July 2002 - February 2008
MERRILL LYNCH & CO August 1995 - June 2002
Beneficial Savings Bank February 1989 - August 1995
Skills
Professional Networking, Public Speaking, Team Leadership, Portfolio Management, Leadership, Retirement Planning, Insurance, Training, Business Networking, Mutual Funds, Investments, Sales, Management, Start-ups, Finance, Small Business, Banking, Financial Services
Education
Rosemont College 1996 — 1999
Bachelor of Science, Business Management
Wealthguard Financial Services, LLC January 2013 - Present
NFIB June 2012 - April 2013
Bank of America February 2011 - June 2012
UBS March 2009 - February 2011
Citi March 2008 - February 2009
Beneficial Bank July 2002 - February 2008
MERRILL LYNCH & CO August 1995 - June 2002
Beneficial Savings Bank February 1989 - August 1995
Skills
Professional Networking, Public Speaking, Team Leadership, Portfolio Management, Leadership, Retirement Planning, Insurance, Training, Business Networking, Mutual Funds, Investments, Sales, Management, Start-ups, Finance, Small Business, Banking, Financial Services
Education
Rosemont College 1996 — 1999
Bachelor of Science, Business Management
Michael Fidler, CFP®, CIMA®, CPWA® Michael Fidler, CFP®, CIMA®, CPWA®'s UBS Experience May 2012 - Present
Job
Industry Financial Services
Experience
UBS May 2012 - Present
Morgan Stanley Smith Barney January 2003 - May 2012
Merrill Lynch May 1999 - January 2003
Education
Rowan University
Bachelor of Science (B.S.), Finance
Widener University
Masters, Taxation
UBS May 2012 - Present
Morgan Stanley Smith Barney January 2003 - May 2012
Merrill Lynch May 1999 - January 2003
Education
Rowan University
Bachelor of Science (B.S.), Finance
Widener University
Masters, Taxation
Gary Bond Gary Bond's UBS Experience August 2010 - July 2011
Job President at Versicon Consulting
Industry Computer Software
Experience
Versicon Consulting March 2010 - Present
Chase August 2013 - June 2014
Amplify October 2011 - January 2013
UBS August 2010 - July 2011
EMC Consulting September 2006 - March 2010
Credit Suisse September 2009 - February 2010
EMC Computer Systems March 2009 - September 2009
Dun and Bradstreet September 2007 - February 2009
Marsh & McLennan Companies, Inc. February 2007 - August 2007
Lehman Brothers September 2006 - February 2007
Skills
Program Management, Vendor Management, Strategy, Business Analysis, CRM, Project Management, Business Process, Integration, Management Consulting, Process Improvement, Management, Cyber-security, SaaS, Cyber Operations, Cyber Defense, PMO, Leadership, Enterprise Software, Consulting, Team Building, Project Portfolio..., Cloud Computing, Project Coaching, Salesforce.com, Training, Analytics, Software Development, Digital Asset Management, Requirements Analysis, Executive Management, Start-ups, Business Development, Information Technology, Business Intelligence, Team Leadership, Data Warehousing, Business Process..., Databases, Business Process..., Cross-functional Team..., Mobile Devices, Business Transformation, Enterprise Architecture, Analysis, SharePoint, SDLC, IT Strategy, Outsourcing
Education
Rutgers Graduate and Professional School
Graduate Studies, Ag Economics
Rutgers University
BS, Agribusiness and Economics
Versicon Consulting March 2010 - Present
Chase August 2013 - June 2014
Amplify October 2011 - January 2013
UBS August 2010 - July 2011
EMC Consulting September 2006 - March 2010
Credit Suisse September 2009 - February 2010
EMC Computer Systems March 2009 - September 2009
Dun and Bradstreet September 2007 - February 2009
Marsh & McLennan Companies, Inc. February 2007 - August 2007
Lehman Brothers September 2006 - February 2007
Skills
Program Management, Vendor Management, Strategy, Business Analysis, CRM, Project Management, Business Process, Integration, Management Consulting, Process Improvement, Management, Cyber-security, SaaS, Cyber Operations, Cyber Defense, PMO, Leadership, Enterprise Software, Consulting, Team Building, Project Portfolio..., Cloud Computing, Project Coaching, Salesforce.com, Training, Analytics, Software Development, Digital Asset Management, Requirements Analysis, Executive Management, Start-ups, Business Development, Information Technology, Business Intelligence, Team Leadership, Data Warehousing, Business Process..., Databases, Business Process..., Cross-functional Team..., Mobile Devices, Business Transformation, Enterprise Architecture, Analysis, SharePoint, SDLC, IT Strategy, Outsourcing
Education
Rutgers Graduate and Professional School
Graduate Studies, Ag Economics
Rutgers University
BS, Agribusiness and Economics
Luisa Korpi (Sosa) Luisa Korpi (Sosa)'s UBS Experience September 2000 - October 2002
Job Director of Social Media and Marketing at Next Generation Fit Pro
Industry Online Media
Experience
Next Generation Fit Pro July 2013 - Present
Monkey Bahz August 2013 - Present
Stop Chasing Pain December 2011 - Present
Peak Performance 2011 - July 2013
Peak Performance April 2011 - August 2011
Life Fitness LLC August 2009 - April 2011
CR Bard May 2003 - September 2005
Melon HR Solutions October 2002 - May 2003
UBS September 2000 - October 2002
UBS July 1999 - September 2000
Skills
Social Media, Public Speaking, Access, Fitness, Microsoft Excel, Coaching, Marketing, Human Resources, Blogger, Outlook, Kronos, Wordpress, Bilingual-Spanish, Mac, Basecamp, Quality Center, Dropbox, ADP ReportSmith, Employee Engagement, Employee Relations, Employee Training, Fitness Consulting, Fitness Industry, Motivational Speaking, Working With Children, Social Media Marketing, Marketing Strategy, Payroll Administration, Leadership, Training, Management, Facebook, Customer Service, Fitness Training, Microsoft Office, Social Networking, Wellness, Sales, Writing, Event Planning, Yoga, Cooking, Nutrition, Volunteering, Special Education, Bartending, Restaurant Management, Advertising
Education
Rutgers Business School 2015 — 2015
Mini-MBA in Social Media Marketing, Marketing, A (92.5)
Bayonne High School 1994 — 1998
Dipolma, General Education
Next Generation Fit Pro July 2013 - Present
Monkey Bahz August 2013 - Present
Stop Chasing Pain December 2011 - Present
Peak Performance 2011 - July 2013
Peak Performance April 2011 - August 2011
Life Fitness LLC August 2009 - April 2011
CR Bard May 2003 - September 2005
Melon HR Solutions October 2002 - May 2003
UBS September 2000 - October 2002
UBS July 1999 - September 2000
Skills
Social Media, Public Speaking, Access, Fitness, Microsoft Excel, Coaching, Marketing, Human Resources, Blogger, Outlook, Kronos, Wordpress, Bilingual-Spanish, Mac, Basecamp, Quality Center, Dropbox, ADP ReportSmith, Employee Engagement, Employee Relations, Employee Training, Fitness Consulting, Fitness Industry, Motivational Speaking, Working With Children, Social Media Marketing, Marketing Strategy, Payroll Administration, Leadership, Training, Management, Facebook, Customer Service, Fitness Training, Microsoft Office, Social Networking, Wellness, Sales, Writing, Event Planning, Yoga, Cooking, Nutrition, Volunteering, Special Education, Bartending, Restaurant Management, Advertising
Education
Rutgers Business School 2015 — 2015
Mini-MBA in Social Media Marketing, Marketing, A (92.5)
Bayonne High School 1994 — 1998
Dipolma, General Education
Adrian Walkling's UBS Experience July 2003 - July 2009
Job Senior Director of Insights at Medallia
Industry Computer Software
Experience
Medallia February 2015 - Present
Standard Chartered Bank March 2012 - December 2014
Standard Chartered Bank July 2009 - March 2012
UBS July 2003 - July 2009
Credit Suisse June 2000 - July 2003
JP Morgan Chase September 1996 - June 2000
Skills
Fixed Income, Derivatives, Financial Structuring, Investment Banking, FX Options, Structured Products, Interest Rate..., Capital Markets, Financial Markets, Hedge Funds, Emerging Markets, Equities, Credit Derivatives, Equity Derivatives, Commodity, FX trading, Trading Systems, Trading, Swaps, Relationship Management, Options, Investments, Foreign Exchange, FX Trading, Electronic Trading
Education
Royal Holloway, University of London 1993 — 1996
PhD, Quantitative paleoclimatology
Royal Holloway, University of London 1990 — 1993
BSc, Geography
United World College of the Atlantic 1988 — 1990
International Baccalaureate
Medallia February 2015 - Present
Standard Chartered Bank March 2012 - December 2014
Standard Chartered Bank July 2009 - March 2012
UBS July 2003 - July 2009
Credit Suisse June 2000 - July 2003
JP Morgan Chase September 1996 - June 2000
Skills
Fixed Income, Derivatives, Financial Structuring, Investment Banking, FX Options, Structured Products, Interest Rate..., Capital Markets, Financial Markets, Hedge Funds, Emerging Markets, Equities, Credit Derivatives, Equity Derivatives, Commodity, FX trading, Trading Systems, Trading, Swaps, Relationship Management, Options, Investments, Foreign Exchange, FX Trading, Electronic Trading
Education
Royal Holloway, University of London 1993 — 1996
PhD, Quantitative paleoclimatology
Royal Holloway, University of London 1990 — 1993
BSc, Geography
United World College of the Atlantic 1988 — 1990
International Baccalaureate
Cristina Kollet's UBS Experience 2001 - 2007
Job Technical Writing and Editing, Speech Writing, Training, and Social Media
Industry Writing and Editing
Experience
Celebrant Foundation & Institute October 2008 - Present
InclusiveCeremonies.com June 2006 - Present
Celebrant Foundation & Institute 2006 - Present
Celebrant Foundation & Institute July 2009 - July 2014
Aquent May 2012 - September 2012
Infinite Computer Solutions December 2007 - February 2011
Verizon 2007 - February 2011
Limabean Interactive 2000 - 2008
DesertCat Communications 2000 - 2008
UBS 2001 - 2007
Skills
Digital Photography, Blogging, Fundraising, Public Speaking, Editing, Content Management, Copywriting, Information Architecture, User Experience, Proofreading, Copy Editing, Social Media, Creative Writing, Technical Writing, Social Networking, Web Content, Social Media Marketing, Training, Business Development, Marketing, Event Management, SEO, Newsletters, Editorial, New Media, Advertising
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
B.A., English Lit.
Celebrant Foundation & Institute
Certified Life-Cycle Celebrant®, Weddings, Funerals, Family Ceremonies
Celebrant Foundation & Institute October 2008 - Present
InclusiveCeremonies.com June 2006 - Present
Celebrant Foundation & Institute 2006 - Present
Celebrant Foundation & Institute July 2009 - July 2014
Aquent May 2012 - September 2012
Infinite Computer Solutions December 2007 - February 2011
Verizon 2007 - February 2011
Limabean Interactive 2000 - 2008
DesertCat Communications 2000 - 2008
UBS 2001 - 2007
Skills
Digital Photography, Blogging, Fundraising, Public Speaking, Editing, Content Management, Copywriting, Information Architecture, User Experience, Proofreading, Copy Editing, Social Media, Creative Writing, Technical Writing, Social Networking, Web Content, Social Media Marketing, Training, Business Development, Marketing, Event Management, SEO, Newsletters, Editorial, New Media, Advertising
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
B.A., English Lit.
Celebrant Foundation & Institute
Certified Life-Cycle Celebrant®, Weddings, Funerals, Family Ceremonies
Jasmine Patel's UBS Experience September 2010 - May 2011
Job Global AML Audit Associate at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase & Co. 2015 - Present
Invesco US 2013 - 2015
EY September 2012 - November 2013
Bank of New York Mellon May 2011 - August 2011
Rothstein Kass June 2011 - June 2011
UBS September 2010 - May 2011
Skills
HTML, JavaScript, Bloomberg Terminal, Financial Statement..., RIA, Microsoft Excel, Private Equity, Sarbanes-Oxley, GAAP, Financial Reporting, Auditing, Financial Services, PowerPoint, Microsoft Word, Access
Education
Rutgers Graduate Business School 2012 — 2013
MS, Financial Accountancy
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
BS, Accounting
Dr. Ronald E. McNair Academic High School 2004 — 2008
JPMorgan Chase & Co. 2015 - Present
Invesco US 2013 - 2015
EY September 2012 - November 2013
Bank of New York Mellon May 2011 - August 2011
Rothstein Kass June 2011 - June 2011
UBS September 2010 - May 2011
Skills
HTML, JavaScript, Bloomberg Terminal, Financial Statement..., RIA, Microsoft Excel, Private Equity, Sarbanes-Oxley, GAAP, Financial Reporting, Auditing, Financial Services, PowerPoint, Microsoft Word, Access
Education
Rutgers Graduate Business School 2012 — 2013
MS, Financial Accountancy
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
BS, Accounting
Dr. Ronald E. McNair Academic High School 2004 — 2008
Douglas E. Cano's UBS Experience March 2000 - October 2006
Job Private Bank Sales Analyst/Business Manager
Industry Financial Services
Experience
Morgan Stanley October 2006 - July 2011
UBS March 2000 - October 2006
Skills
Bloomberg, Equities, Fixed Income, Equity Research, Hedge Funds, Financial Modeling, Investment Banking, Alternative Investments, Financial Markets, Bloomberg Terminal, Investments, Corporate Finance, Asset Allocation, Mutual Funds, Private Equity, Financial Analysis, Bonds, Financial Services, Wealth Management, Financial Reporting, Finance, Trading Systems, Google Analytics, Banking, Event Management, Rumba, EPSI, Microsoft SQL Server
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2007
Finance, Finance and Financial Management Services
Morgan Stanley October 2006 - July 2011
UBS March 2000 - October 2006
Skills
Bloomberg, Equities, Fixed Income, Equity Research, Hedge Funds, Financial Modeling, Investment Banking, Alternative Investments, Financial Markets, Bloomberg Terminal, Investments, Corporate Finance, Asset Allocation, Mutual Funds, Private Equity, Financial Analysis, Bonds, Financial Services, Wealth Management, Financial Reporting, Finance, Trading Systems, Google Analytics, Banking, Event Management, Rumba, EPSI, Microsoft SQL Server
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2007
Finance, Finance and Financial Management Services
Landy Tam, CEP Landy Tam, CEP's UBS Experience 2002 - 2005
Job Vice President, Business Development at Computershare
Industry Financial Services
Experience
Computershare January 2012 - Present
BNY Mellon Shareowner Services 2008 - December 2011
BNY Mellon Shareowner Services April 2007 - May 2008
Mellon Investor Services May 2005 - April 2007
UBS 2002 - 2005
Skills
Relationship Management, Securities, Equities, Series 63, Financial Services, Trading, Series 7, Mutual Funds, Investor Relations, Mergers & Acquisitions, Business Development, Wealth Management, Asset Management, Investments, Alternative Investments, Hedge Funds, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Computershare January 2012 - Present
BNY Mellon Shareowner Services 2008 - December 2011
BNY Mellon Shareowner Services April 2007 - May 2008
Mellon Investor Services May 2005 - April 2007
UBS 2002 - 2005
Skills
Relationship Management, Securities, Equities, Series 63, Financial Services, Trading, Series 7, Mutual Funds, Investor Relations, Mergers & Acquisitions, Business Development, Wealth Management, Asset Management, Investments, Alternative Investments, Hedge Funds, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Mariola Tillman Mariola Tillman's UBS Experience 2008 - 2008
Job Strategic Communications Professional
Industry
Experience
Bloomberg LP July 2014 - October 2014
Bloomberg Law 2010 - 2013
Morgan Stanley 2008 - 2009
UBS 2008 - 2008
American Cancer Society 1998 - 2007
Skills
Research, Microsoft Office, Editing, Team Leadership, Social Networking, Customer Service, Event Management, PowerPoint, Marketing, Outlook, Nonprofits, Sales, Event Planning, Microsoft Excel, Microsoft Word, Public Relations, Blogging, English, Windows, Basic HTML, Adobe Creative Cloud, Bloomberg Terminal, Microsoft Office Suite
Education
The New School 2012 — 2015
Master's Degree, Media Studies
Rust College
Bachelor’s Degree, Political Science and Government
Bloomberg LP July 2014 - October 2014
Bloomberg Law 2010 - 2013
Morgan Stanley 2008 - 2009
UBS 2008 - 2008
American Cancer Society 1998 - 2007
Skills
Research, Microsoft Office, Editing, Team Leadership, Social Networking, Customer Service, Event Management, PowerPoint, Marketing, Outlook, Nonprofits, Sales, Event Planning, Microsoft Excel, Microsoft Word, Public Relations, Blogging, English, Windows, Basic HTML, Adobe Creative Cloud, Bloomberg Terminal, Microsoft Office Suite
Education
The New School 2012 — 2015
Master's Degree, Media Studies
Rust College
Bachelor’s Degree, Political Science and Government
George Iskaros's UBS Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citi June 2015 - August 2015
Park Ave Dental Excellence June 2010 - February 2015
UBS June 2014 - August 2014
Skills
Finance, Investment Banking, Corporate Finance, Mergers & Acquisitions, DCF, Precedent Transactions, Comparable Analysis
Education
Rutgers Business School 2012 — 2015
Bachelor of Science in Finance
Dr. Ronald E. McNair Academic High School 2008 — 2012
Citi June 2015 - August 2015
Park Ave Dental Excellence June 2010 - February 2015
UBS June 2014 - August 2014
Skills
Finance, Investment Banking, Corporate Finance, Mergers & Acquisitions, DCF, Precedent Transactions, Comparable Analysis
Education
Rutgers Business School 2012 — 2015
Bachelor of Science in Finance
Dr. Ronald E. McNair Academic High School 2008 — 2012
Maxim Rickelman's UBS Experience June 2013 - May 2014
Job Finance
Industry Financial Services
Experience
QUASAR TRADING, LLC June 2014 - Present
UBS June 2013 - May 2014
Merrill Lynch January 2011 - June 2013
John Thomas Financial January 2010 - August 2010
Merrill Lynch June 2007 - May 2009
Education
Rutgers University-New Brunswick 2005 — 2009
Bachelor's degree, Economics
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BS, Economics, Statistics
QUASAR TRADING, LLC June 2014 - Present
UBS June 2013 - May 2014
Merrill Lynch January 2011 - June 2013
John Thomas Financial January 2010 - August 2010
Merrill Lynch June 2007 - May 2009
Education
Rutgers University-New Brunswick 2005 — 2009
Bachelor's degree, Economics
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BS, Economics, Statistics
Jonathan Ryder Jonathan Ryder's UBS Experience June 2011 - September 2011
Job Bank of America Merrill Lynch: Assistant Vice President, STANY
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2014 - Present
STANY November 2013 - Present
Morgan Stanley October 2012 - Present
Wells Fargo Advisors Financial Network January 2012 - April 2012
UBS June 2011 - September 2011
Skills
Microsoft Office, Valuation, Wealth Management, Bonds, Securities, Derivative Operations, Hedge Funds, Finance, Financial Services, Bloomberg, Derivatives, Fixed Income, Investments, Mutual Funds, Options, Portfolio Management
Education
Rutgers Business School 2010 — 2012
Bachelor of Science, Finance
Bank of America Merrill Lynch November 2014 - Present
STANY November 2013 - Present
Morgan Stanley October 2012 - Present
Wells Fargo Advisors Financial Network January 2012 - April 2012
UBS June 2011 - September 2011
Skills
Microsoft Office, Valuation, Wealth Management, Bonds, Securities, Derivative Operations, Hedge Funds, Finance, Financial Services, Bloomberg, Derivatives, Fixed Income, Investments, Mutual Funds, Options, Portfolio Management
Education
Rutgers Business School 2010 — 2012
Bachelor of Science, Finance
Shreenath Menon Shreenath Menon's UBS Experience January 2003 - January 2004
Job Senior VP at Barclays
Industry Investment Banking
Experience
Barclays May 2006 - Present
Bank of America June 2004 - May 2006
UBS January 2003 - January 2004
Skills
Java, .NET, Securitized products, Credit Derivatives, Fixed Income Technology, Reference Data, System Migration, Bonds, Equity Research Analysis, Spring MVC, JMS, RDBMS, jQuery, Python, Software Design Patterns, C#, WCF
Education
Rutgers Business School 2002 — 2004
Master of Business Administration (MBA), Finance and Financial Management Services
University Of Pune, India 1990 — 1992
Master's degree, Computer Science
Barclays May 2006 - Present
Bank of America June 2004 - May 2006
UBS January 2003 - January 2004
Skills
Java, .NET, Securitized products, Credit Derivatives, Fixed Income Technology, Reference Data, System Migration, Bonds, Equity Research Analysis, Spring MVC, JMS, RDBMS, jQuery, Python, Software Design Patterns, C#, WCF
Education
Rutgers Business School 2002 — 2004
Master of Business Administration (MBA), Finance and Financial Management Services
University Of Pune, India 1990 — 1992
Master's degree, Computer Science
Charles Haggas Charles Haggas's UBS Experience January 2007 - May 2007
Job CEO and Founder at Space Chimp
Industry Marketing and Advertising
Experience
Space Chimp January 2010 - Present
FramesDirect.com May 2009 - June 2010
INTL Trading August 2007 - December 2007
UBS January 2007 - May 2007
Skills
HTML + CSS, SEO, Social Media Marketing, Strategic Consulting, Graphic design, Online advertising, Website Development, Online Marketing, Market Research, Marketing Strategy, Online Reputation..., Mobile Marketing, Mobile Advertising, Digital Marketing, Web Design, E-commerce SEO, E-commerce Consulting, PPC, Buzz Marketing, Creative Strategy, Creative Direction, Corporate Branding, Public Relations, Entrepreneurship, Data Visualization, infographics, User Interface Design, User Experience Design, Online Advertising, SEM, Graphic Design, Analytics, Web Marketing, HTML, Web Development, Social Media, Mobile Applications, Marketing, E-commerce, Strategy, Advertising, Start-ups, Social Networking, Management, Media Planning
Education
Rollins College 2004 — 2007
BA, International Business
Università degli Studi di Firenze 2006 — 2006
NA, International Marketing
Space Chimp January 2010 - Present
FramesDirect.com May 2009 - June 2010
INTL Trading August 2007 - December 2007
UBS January 2007 - May 2007
Skills
HTML + CSS, SEO, Social Media Marketing, Strategic Consulting, Graphic design, Online advertising, Website Development, Online Marketing, Market Research, Marketing Strategy, Online Reputation..., Mobile Marketing, Mobile Advertising, Digital Marketing, Web Design, E-commerce SEO, E-commerce Consulting, PPC, Buzz Marketing, Creative Strategy, Creative Direction, Corporate Branding, Public Relations, Entrepreneurship, Data Visualization, infographics, User Interface Design, User Experience Design, Online Advertising, SEM, Graphic Design, Analytics, Web Marketing, HTML, Web Development, Social Media, Mobile Applications, Marketing, E-commerce, Strategy, Advertising, Start-ups, Social Networking, Management, Media Planning
Education
Rollins College 2004 — 2007
BA, International Business
Università degli Studi di Firenze 2006 — 2006
NA, International Marketing
Jonathan Connolly Jonathan Connolly's UBS Experience September 2015 - Present
Job Director of Trust Solutions, UBS Financial Services
Industry Financial Services
Experience
UBS September 2015 - Present
RBC Wealth Management - Estate and Trust Services January 2013 - September 2015
Delaware Investments, a member of the Macquarie Group September 2011 - December 2012
PNC March 2008 - August 2011
TD Bank Group July 1993 - February 2008
Skills
Cash Management, Mutual Funds, Series 7, Trust Services, Investments, Financial Services, Sales, Sales Management, Capital Markets, Estate Planning, Portfolio Management, Microsoft Office, Program Management, Securities, Uniform Combined State..., Banking, Product Development, Presenter, Musicians, Selling, Proposal Management, Corporate Trust, Fiduciary Services, Relationship Management, Asset Management, Loans, Finance, Treasury Management, Proposal Writing, Risk Management, Wealth Management, Asset Allocation, Series 66, Sales Coach, Consultative Selling, Escrow, Financial Analysis, Equities, Investment Advisory, Management, Financial Planning, Retirement Planning, Alternative Investments, Trusts, Retail Banking, Fixed Income, Wealth Management..., Asset Protection
Education
Rowan University 1995 — 1998
BA, History, Pre-Law
Main Line Paralegal Institute 1998 — 1999
Paralegal, Banking, Corporate, Finance, and Securities Law
Edgewood High School 1988 — 1993
UBS September 2015 - Present
RBC Wealth Management - Estate and Trust Services January 2013 - September 2015
Delaware Investments, a member of the Macquarie Group September 2011 - December 2012
PNC March 2008 - August 2011
TD Bank Group July 1993 - February 2008
Skills
Cash Management, Mutual Funds, Series 7, Trust Services, Investments, Financial Services, Sales, Sales Management, Capital Markets, Estate Planning, Portfolio Management, Microsoft Office, Program Management, Securities, Uniform Combined State..., Banking, Product Development, Presenter, Musicians, Selling, Proposal Management, Corporate Trust, Fiduciary Services, Relationship Management, Asset Management, Loans, Finance, Treasury Management, Proposal Writing, Risk Management, Wealth Management, Asset Allocation, Series 66, Sales Coach, Consultative Selling, Escrow, Financial Analysis, Equities, Investment Advisory, Management, Financial Planning, Retirement Planning, Alternative Investments, Trusts, Retail Banking, Fixed Income, Wealth Management..., Asset Protection
Education
Rowan University 1995 — 1998
BA, History, Pre-Law
Main Line Paralegal Institute 1998 — 1999
Paralegal, Banking, Corporate, Finance, and Securities Law
Edgewood High School 1988 — 1993
Karen Larue Karen Larue's UBS Experience August 1998 - September 2004
Job Office Manager at LaRue Construction
Industry Human Resources
Experience
LaRue Construction January 2008 - Present
Ceridian July 2006 - January 2008
UBS August 1998 - September 2004
KPMG January 1994 - August 1998
Reuban H. Donnelley 1985 - 1994
Skills
Employee Relations, Performance Management, Deferred Compensation, Employee Engagement, HRIS, Ceridian, Applicant Tracking..., Strategic Planning, Conflict Resolution, Employment Law, Personnel Management, Training, Organizational..., Recruiting, Leadership, Benefits Administration, Human Resources, Strategic HR, Management, Employee Benefits, Organizational..., Onboarding, New Hire Orientations, Talent Acquisition, Talent Management, Payroll, Succession Planning, HR Policies, Workforce Planning
Education
Rowan College at Burlington County
Human Resources
LaRue Construction January 2008 - Present
Ceridian July 2006 - January 2008
UBS August 1998 - September 2004
KPMG January 1994 - August 1998
Reuban H. Donnelley 1985 - 1994
Skills
Employee Relations, Performance Management, Deferred Compensation, Employee Engagement, HRIS, Ceridian, Applicant Tracking..., Strategic Planning, Conflict Resolution, Employment Law, Personnel Management, Training, Organizational..., Recruiting, Leadership, Benefits Administration, Human Resources, Strategic HR, Management, Employee Benefits, Organizational..., Onboarding, New Hire Orientations, Talent Acquisition, Talent Management, Payroll, Succession Planning, HR Policies, Workforce Planning
Education
Rowan College at Burlington County
Human Resources
David Sedrak David Sedrak's UBS Experience August 2015 - Present
Job Senior Registered Associate at UBS Wealth Management
Industry Investment Management
Experience
UBS August 2015 - Present
UBS June 2015 - Present
First Investors December 2014 - Present
Black Book Capital January 2013 - Present
Charles Vista, LLC May 2010 - May 2012
Nordstrom November 2009 - January 2010
Amerivator Systems Corporation July 2007 - August 2009
John Thomas Financial 2009 - 2009
Skills
Sales, Microsoft Office, Recruitment Training, Spanish, Investments, Microsoft Excel, Investment Banking, Marketing, Hold Series 7, Life Insurance Agent, Social Networking, Access, Portfolio Management, PowerPoint, Finance, Human Resources, Sales Operations, Hold Series 63, Proficient on PC & Mac, Egyptian Arabic, AutoCAD, Financial Analysis, Management, Microsoft Word, Public Speaking, Research, Social Media, Equities, Fixed Income, Financial Modeling, Securities, Valuation
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Business Economics
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Business Economics
UBS August 2015 - Present
UBS June 2015 - Present
First Investors December 2014 - Present
Black Book Capital January 2013 - Present
Charles Vista, LLC May 2010 - May 2012
Nordstrom November 2009 - January 2010
Amerivator Systems Corporation July 2007 - August 2009
John Thomas Financial 2009 - 2009
Skills
Sales, Microsoft Office, Recruitment Training, Spanish, Investments, Microsoft Excel, Investment Banking, Marketing, Hold Series 7, Life Insurance Agent, Social Networking, Access, Portfolio Management, PowerPoint, Finance, Human Resources, Sales Operations, Hold Series 63, Proficient on PC & Mac, Egyptian Arabic, AutoCAD, Financial Analysis, Management, Microsoft Word, Public Speaking, Research, Social Media, Equities, Fixed Income, Financial Modeling, Securities, Valuation
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Business Economics
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Business Economics
Arthur Olsen Arthur Olsen's UBS Experience June 1980 - Present
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS June 1980 - Present
Skills
Investments
Education
Rutgers University-New Brunswick 1970 — 1974
Bachelor of Business Administration (B.B.A.)
UBS June 1980 - Present
Skills
Investments
Education
Rutgers University-New Brunswick 1970 — 1974
Bachelor of Business Administration (B.B.A.)
Cliff Michaels Cliff Michaels's UBS Experience 1994 - Present
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank April 1994 - Present
UBS 1994 - Present
Skills
Fixed Income, Equities, Investment Banking, Middle Office, Capital Markets, Bloomberg, Financial Markets, Trading Systems, Management, Finance, Financial Services, Credit Derivatives, Investments, Structured Products, Derivatives, Risk Management, Electronic Trading, Hedge Funds, Prime Brokerage
Education
Rutgers University
Bachelor of Science (BS), Accounting
Rutgers University-New Brunswick
BS Accounting
UBS Investment Bank April 1994 - Present
UBS 1994 - Present
Skills
Fixed Income, Equities, Investment Banking, Middle Office, Capital Markets, Bloomberg, Financial Markets, Trading Systems, Management, Finance, Financial Services, Credit Derivatives, Investments, Structured Products, Derivatives, Risk Management, Electronic Trading, Hedge Funds, Prime Brokerage
Education
Rutgers University
Bachelor of Science (BS), Accounting
Rutgers University-New Brunswick
BS Accounting
David Yvars, Jr., CFP®'s UBS Experience June 2000 - September 2004
Job Certified Financial Planner (CFP®) at The David J Yvars Group, Inc.
Industry Financial Services
Experience
The David J. Yvars Group, Inc. June 2009 - Present
The David J Yvars Group, Inc. June 2009 - Present
UBS June 2000 - September 2004
Morgan Stanley Smith Barney June 1999 - September 1999
Skills
Portfolio Management, Investment Advisory, Trust & Estate..., Retirement Planning, Retirement Income..., IRA's, Roth IRA, Trust Services, Trust Management, Estate Planning, Estate Administration, College Savings Plans, Equity Trading, Fundamental Research, Technical Analysis, 401k, Asset Management, Asset Allocation, Diversification, Wealth Management, Strategic Financial..., Investments, Financial Advisory, Financial Services, Finance, Retirement, Microsoft Office, Microsoft Excel
Education
Rutgers Business School 2005 — 2009
Bachelor of Science, Finance, Management
Westlake High School 2001 — 2005
High School, Liberal Arts and Sciences/Liberal Studies
The David J. Yvars Group, Inc. June 2009 - Present
The David J Yvars Group, Inc. June 2009 - Present
UBS June 2000 - September 2004
Morgan Stanley Smith Barney June 1999 - September 1999
Skills
Portfolio Management, Investment Advisory, Trust & Estate..., Retirement Planning, Retirement Income..., IRA's, Roth IRA, Trust Services, Trust Management, Estate Planning, Estate Administration, College Savings Plans, Equity Trading, Fundamental Research, Technical Analysis, 401k, Asset Management, Asset Allocation, Diversification, Wealth Management, Strategic Financial..., Investments, Financial Advisory, Financial Services, Finance, Retirement, Microsoft Office, Microsoft Excel
Education
Rutgers Business School 2005 — 2009
Bachelor of Science, Finance, Management
Westlake High School 2001 — 2005
High School, Liberal Arts and Sciences/Liberal Studies
Jenny Alfonso Jenny Alfonso's UBS Experience 1998 - 2001
Job Agent Manager, United Healthcare Medicare & Retirement, United Health Group
Industry Insurance
Experience
UnitedHealthcare 2007 - Present
Stirling Sotheby's International Realty 2002 - 2007
UBS 1998 - 2001
Skills
Negotiation, Selling, Medicaid, Team Building, Medicare, Salesforce.com, Health Insurance, Sales Operations, Leadership, Employee Training, Program Management, Building Relationships, Social Networking, Customer Satisfaction, Recruiting, CRM, Executive Management, Solution Selling, Vendor Management, Strategic Partnerships, Sales Presentations, Healthcare Industry, Strategy, Process Improvement, Direct Sales, Call Centers, Operations Management, Cross-functional Team..., Business Analysis, Business Planning, Lead Generation, Product Marketing, Forecasting, Coaching, Budgets, Start-ups, HMO, Brokers, Professional Services, Cloud Computing, Product Management, Business Strategy, Business Intelligence, B2B, Enterprise Software, Management, Strategic Planning, Insurance, Sales Management, Sales
Education
University of Phoenix 2003 — 2006
Bachelor of Science, Information Technology
Rutgers University-New Brunswick 1994 — 1996
UnitedHealthcare 2007 - Present
Stirling Sotheby's International Realty 2002 - 2007
UBS 1998 - 2001
Skills
Negotiation, Selling, Medicaid, Team Building, Medicare, Salesforce.com, Health Insurance, Sales Operations, Leadership, Employee Training, Program Management, Building Relationships, Social Networking, Customer Satisfaction, Recruiting, CRM, Executive Management, Solution Selling, Vendor Management, Strategic Partnerships, Sales Presentations, Healthcare Industry, Strategy, Process Improvement, Direct Sales, Call Centers, Operations Management, Cross-functional Team..., Business Analysis, Business Planning, Lead Generation, Product Marketing, Forecasting, Coaching, Budgets, Start-ups, HMO, Brokers, Professional Services, Cloud Computing, Product Management, Business Strategy, Business Intelligence, B2B, Enterprise Software, Management, Strategic Planning, Insurance, Sales Management, Sales
Education
University of Phoenix 2003 — 2006
Bachelor of Science, Information Technology
Rutgers University-New Brunswick 1994 — 1996
Anna Cramer Anna Cramer's UBS Experience June 2003 - August 2003
Job Business Manager
Industry Consumer Services
Experience
Enterprise Rent-A-Car January 2006 - October 2011
UBS June 2003 - August 2003
Skills
Sales Management, Operations Management, Financial Analysis, Operating Budgets, People Development, Employee Training, Staff Development, Marketing, Branch Management, Team Leadership, Leadership, Customer Satisfaction, Customer Retention, Team Building, Sales, Sales Process
Education
Rutgers Business School 2001 — 2005
Business Management, Business Administration and Management, General
Enterprise Rent-A-Car January 2006 - October 2011
UBS June 2003 - August 2003
Skills
Sales Management, Operations Management, Financial Analysis, Operating Budgets, People Development, Employee Training, Staff Development, Marketing, Branch Management, Team Leadership, Leadership, Customer Satisfaction, Customer Retention, Team Building, Sales, Sales Process
Education
Rutgers Business School 2001 — 2005
Business Management, Business Administration and Management, General
Carrie Capron's UBS Experience June 2007 - August 2010
Job Principal Investigator at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority December 2013 - Present
Financial Industry Regulatory Authority November 2013 - December 2013
Financial Industry Regulatory Authority July 2012 - November 2013
Financial Industry Regulatory Authority August 2010 - July 2012
UBS June 2007 - August 2010
Skills
Microsoft Excel, Microsoft Office, Securities, FINRA, Series 7, AML
Education
Rollins College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Financial Industry Regulatory Authority December 2013 - Present
Financial Industry Regulatory Authority November 2013 - December 2013
Financial Industry Regulatory Authority July 2012 - November 2013
Financial Industry Regulatory Authority August 2010 - July 2012
UBS June 2007 - August 2010
Skills
Microsoft Excel, Microsoft Office, Securities, FINRA, Series 7, AML
Education
Rollins College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Joseph Annese Joseph Annese's UBS Experience July 2012 - August 2012
Job Recruitment Consultant at Nigel Frank International
Industry Sports
Experience
SSP Nutrition September 2013 - December 2013
SSP Nutrition July 2013 - September 2013
Weehawken Board of Education September 2011 - June 2013
UBS July 2012 - August 2012
The University Network August 2011 - October 2011
Skills
Adobe Photoshop, Silverpop, Microsoft Office, Microsoft Word, Microsoft Excel, Team Leadership, Team Management, Social Media Outreach
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's degree, Communications
SSP Nutrition September 2013 - December 2013
SSP Nutrition July 2013 - September 2013
Weehawken Board of Education September 2011 - June 2013
UBS July 2012 - August 2012
The University Network August 2011 - October 2011
Skills
Adobe Photoshop, Silverpop, Microsoft Office, Microsoft Word, Microsoft Excel, Team Leadership, Team Management, Social Media Outreach
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's degree, Communications
Franco DiMaio Franco DiMaio's UBS Experience January 2009 - Present
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch September 2000 - January 2009
Johnson & Johnson June 1999 - August 2000
Education
Rutgers University School of Law - Newark 2012 — 2016
Doctor of Law (J.D.), Law
School of Business at Rutgers University 1997 — 1999
BS, Finance
Rutgers University-New Brunswick 1995 — 1999
BS, Finance
UBS January 2009 - Present
Merrill Lynch September 2000 - January 2009
Johnson & Johnson June 1999 - August 2000
Education
Rutgers University School of Law - Newark 2012 — 2016
Doctor of Law (J.D.), Law
School of Business at Rutgers University 1997 — 1999
BS, Finance
Rutgers University-New Brunswick 1995 — 1999
BS, Finance
Nick Malrechauffe's UBS Experience June 2013 - August 2013
Job Trade Management at Hamburg Süd
Industry International Trade and Development
Experience
Hamburg Süd North America January 2015 - Present
UBS June 2013 - August 2013
Tiffany & Co. December 2012 - January 2013
Tiffany & Co. May 2012 - August 2012
Skills
Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Supply Chain Management and Marketing Science
Hamburg Süd North America January 2015 - Present
UBS June 2013 - August 2013
Tiffany & Co. December 2012 - January 2013
Tiffany & Co. May 2012 - August 2012
Skills
Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Supply Chain Management and Marketing Science
Dave Colin Dave Colin's UBS Experience November 2010 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS November 2010 - Present
Morgan Stanley Smith Barney September 2009 - October 2010
UBS July 2008 - April 2009
Community Volunteer Fire Company June 2006 - May 2008
Lifestar Response of New Jersey June 2005 - May 2008
Englishtown-Manalapan First Aid Squad August 2003 - February 2007
Citigroup Smith Barney June 2005 - August 2005
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
B.A., Economics & Political Science
UBS November 2010 - Present
Morgan Stanley Smith Barney September 2009 - October 2010
UBS July 2008 - April 2009
Community Volunteer Fire Company June 2006 - May 2008
Lifestar Response of New Jersey June 2005 - May 2008
Englishtown-Manalapan First Aid Squad August 2003 - February 2007
Citigroup Smith Barney June 2005 - August 2005
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
B.A., Economics & Political Science
Kevin ODonohue Kevin ODonohue's UBS Experience August 2001 - December 2005
Job Blue Planet Partners Inc. Managing Partner
Industry Information Technology and Services
Experience
Freddie Mac January 2009 - Present
Blue Planet Partners May 2000 - Present
Blue Planet Partners Inc October 1998 - Present
Senior Consultant to Leading Financial Services Firm(s) 1998 - Present
National Institute of Health July 1978 - Present
Leading Global Financial Services Firm July 2006 - December 2009
Federal National Mortgage FNMA January 2006 - July 2006
UBS August 2001 - December 2005
JPMorgan Chase 2000 - 2004
JP Morgan/Chase Manhattan September 2000 - August 2001
Skills
SDLC, Vendor Management, Business Analysis, Integration, Visio, Portfolio Management, Derivatives, Fixed Income, Capital Markets, Trading Systems, Equities, PMP, SharePoint, Agile Methodologies, Management, PMO, CRM, ITIL, Analysis, Data Center, Business Process, ERP, Project Management, Data Warehousing, Disaster Recovery, Financial Services, Software Documentation, Banking, Change Management, Trading, IT Strategy
Education
Rutgers University – Camden 1993 — 1996
Masters of Business Administration, M.B.A; of M.B.A. Executives, Computer Information Sciences and Engineering, Finance
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1996
MBA, Finance / Info Sys Engineering
Temple University
Bachelors of Business Administration, B.B.A, Management Information Sciences, Finance
Temple University 1976 — 1980
BBA, IT and Finance
Freddie Mac January 2009 - Present
Blue Planet Partners May 2000 - Present
Blue Planet Partners Inc October 1998 - Present
Senior Consultant to Leading Financial Services Firm(s) 1998 - Present
National Institute of Health July 1978 - Present
Leading Global Financial Services Firm July 2006 - December 2009
Federal National Mortgage FNMA January 2006 - July 2006
UBS August 2001 - December 2005
JPMorgan Chase 2000 - 2004
JP Morgan/Chase Manhattan September 2000 - August 2001
Skills
SDLC, Vendor Management, Business Analysis, Integration, Visio, Portfolio Management, Derivatives, Fixed Income, Capital Markets, Trading Systems, Equities, PMP, SharePoint, Agile Methodologies, Management, PMO, CRM, ITIL, Analysis, Data Center, Business Process, ERP, Project Management, Data Warehousing, Disaster Recovery, Financial Services, Software Documentation, Banking, Change Management, Trading, IT Strategy
Education
Rutgers University – Camden 1993 — 1996
Masters of Business Administration, M.B.A; of M.B.A. Executives, Computer Information Sciences and Engineering, Finance
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1996
MBA, Finance / Info Sys Engineering
Temple University
Bachelors of Business Administration, B.B.A, Management Information Sciences, Finance
Temple University 1976 — 1980
BBA, IT and Finance
Brad Rosenberg Brad Rosenberg's UBS Experience November 2014 - Present
Job Branch Manager, Aventura, FL at UBS Wealth Management
Industry Financial Services
Experience
UBS November 2014 - Present
UBS Wealth Management 2005 - Present
UBS Wealth Management January 2013 - November 2014
UBS September 2010 - January 2013
UBS May 2009 - August 2010
UBS Financial Services December 2005 - April 2009
UBS Wealth Management December 2004 - December 2005
UBS Wealth Management June 2003 - December 2004
UBS Wealth Management February 2001 - June 2003
UBS Wealth Management June 1999 - February 2001
Skills
Series 7, Series 9, Series 10, Series 65, Series 3
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 1992 — 1997
BA, Economics
UBS November 2014 - Present
UBS Wealth Management 2005 - Present
UBS Wealth Management January 2013 - November 2014
UBS September 2010 - January 2013
UBS May 2009 - August 2010
UBS Financial Services December 2005 - April 2009
UBS Wealth Management December 2004 - December 2005
UBS Wealth Management June 2003 - December 2004
UBS Wealth Management February 2001 - June 2003
UBS Wealth Management June 1999 - February 2001
Skills
Series 7, Series 9, Series 10, Series 65, Series 3
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 1992 — 1997
BA, Economics
Sai Bhandari's UBS Experience June 2014 - August 2014
Job Finance Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
WBB Securities LLC February 2015 - May 2015
UBS June 2014 - August 2014
Thrillist June 2012 - August 2012
Education
Rutgers University-New Brunswick
Bachelor of Science (B.S.), Finance and Mathematics
Morgan Stanley June 2015 - August 2015
WBB Securities LLC February 2015 - May 2015
UBS June 2014 - August 2014
Thrillist June 2012 - August 2012
Education
Rutgers University-New Brunswick
Bachelor of Science (B.S.), Finance and Mathematics
James Giannattasio James Giannattasio's UBS Experience April 2014 - Present
Job Talent Acquisition
Industry Investment Management
Experience
UBS April 2014 - Present
Michael Page - US September 2009 - March 2014
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Interviews, Human Resources, Finance, Sales, Account Management, Screening Resumes, Leadership, Employee Relations, Temporary Placement, Management, CRM, Negotiation, Organizational..., Temporary Staffing, Strategy
Education
Rutgers University-New Brunswick 2001 — 2005
BA, Financial Economics
Manalapan High School
UBS April 2014 - Present
Michael Page - US September 2009 - March 2014
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Interviews, Human Resources, Finance, Sales, Account Management, Screening Resumes, Leadership, Employee Relations, Temporary Placement, Management, CRM, Negotiation, Organizational..., Temporary Staffing, Strategy
Education
Rutgers University-New Brunswick 2001 — 2005
BA, Financial Economics
Manalapan High School
Laura (Ryba) Weigle's UBS Experience February 2002 - June 2002
Job Vice President, Project Manager at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2015 - Present
Northern Trust Corporation June 2014 - July 2015
Northern Trust Corporation May 2007 - June 2014
Northern Trust Corporation July 2005 - May 2007
Northern Trust Corporation August 2003 - July 2005
Northern Trust Corporation May 2003 - August 2003
Morgan Stanley June 2002 - December 2002
UBS February 2002 - June 2002
Illinois Bone & Joint Institute September 1999 - February 2002
Skills
Project Management, Risk Management, Leadership, Organization Skills, Follow-through Skills, Process Improvement, Project Planning, Project Delivery, Strategy, Strategic Planning, Project Coordination, Project Implementation, Process Management, Financial Operations, Consulting, Outsourcing, Migration Management, Process Migration, Process Optimization, Operational Streamlining, Business Process..., Operational Risk..., Reporting & Analysis, Documentation, Regulatory Submissions, Regulatory Requirements, Resolution Planning, Dodd-Frank, Operational Risk, Mentoring, Staff Retention, Banking, Financial Services, Administration, Administrative..., Microsoft Word, Microsoft Excel, Microsoft Project, PowerPoint, SharePoint, Outlook, WebEx, Social Media, Social Media Marketing, Landlords, Rental Homes, Time Management, Skilled Multi-tasker, Following Up, Finance
Education
Roosevelt University 1999 — 2003
Bachelor of Science (B.S.), Finance
Palatine High School 1995 — 1999
High School
Northern Trust Corporation July 2015 - Present
Northern Trust Corporation June 2014 - July 2015
Northern Trust Corporation May 2007 - June 2014
Northern Trust Corporation July 2005 - May 2007
Northern Trust Corporation August 2003 - July 2005
Northern Trust Corporation May 2003 - August 2003
Morgan Stanley June 2002 - December 2002
UBS February 2002 - June 2002
Illinois Bone & Joint Institute September 1999 - February 2002
Skills
Project Management, Risk Management, Leadership, Organization Skills, Follow-through Skills, Process Improvement, Project Planning, Project Delivery, Strategy, Strategic Planning, Project Coordination, Project Implementation, Process Management, Financial Operations, Consulting, Outsourcing, Migration Management, Process Migration, Process Optimization, Operational Streamlining, Business Process..., Operational Risk..., Reporting & Analysis, Documentation, Regulatory Submissions, Regulatory Requirements, Resolution Planning, Dodd-Frank, Operational Risk, Mentoring, Staff Retention, Banking, Financial Services, Administration, Administrative..., Microsoft Word, Microsoft Excel, Microsoft Project, PowerPoint, SharePoint, Outlook, WebEx, Social Media, Social Media Marketing, Landlords, Rental Homes, Time Management, Skilled Multi-tasker, Following Up, Finance
Education
Roosevelt University 1999 — 2003
Bachelor of Science (B.S.), Finance
Palatine High School 1995 — 1999
High School
Hillary Blank's UBS Experience January 1998 - March 2003
Job Financial Professional at Manalapan, NJ
Industry Hospital & Health Care
Experience
University Radiology Group December 2011 - March 2015
SANDOZ INC January 2008 - August 2010
ROBERT HALF INTERNATIONAL April 2006 - December 2008
Signature Bank January 2004 - May 2005
DOWJONES & COMPANY January 2003 - March 2003
UBS January 1998 - March 2003
ABC INC January 1996 - January 1998
NATIONAR January 1995 - January 1996
NatWest Markets January 1994 - January 1995
BANKERS TRUST COMPANY January 1993 - January 1994
Skills
Financial Analysis, SAP, Financial Reporting, General Ledger, Financial Statements, Budgets, Financial Accounting, Account Reconciliation, Accounting, US GAAP
Education
Rutgers University – Camden
Certificate
University of Rhode Island
School of Business, BS
University Radiology Group December 2011 - March 2015
SANDOZ INC January 2008 - August 2010
ROBERT HALF INTERNATIONAL April 2006 - December 2008
Signature Bank January 2004 - May 2005
DOWJONES & COMPANY January 2003 - March 2003
UBS January 1998 - March 2003
ABC INC January 1996 - January 1998
NATIONAR January 1995 - January 1996
NatWest Markets January 1994 - January 1995
BANKERS TRUST COMPANY January 1993 - January 1994
Skills
Financial Analysis, SAP, Financial Reporting, General Ledger, Financial Statements, Budgets, Financial Accounting, Account Reconciliation, Accounting, US GAAP
Education
Rutgers University – Camden
Certificate
University of Rhode Island
School of Business, BS
Raj Purewal's UBS Experience September 2004 - April 2005
Job Front Office / Strats and Modeling Recruiter at Morgan Stanley
Industry Staffing and Recruiting
Experience
Morgan Stanley August 2013 - Present
Citi April 2010 - August 2013
Morgan Stanley September 2006 - April 2010
JPMorgan Chase April 2005 - August 2006
UBS September 2004 - April 2005
Education
West Chester University of Pennsylvania 1998 — 2000
MS, Exercise Physiology
Rutgers University-New Brunswick 1993 — 1998
BS, Exercise Science
Morgan Stanley August 2013 - Present
Citi April 2010 - August 2013
Morgan Stanley September 2006 - April 2010
JPMorgan Chase April 2005 - August 2006
UBS September 2004 - April 2005
Education
West Chester University of Pennsylvania 1998 — 2000
MS, Exercise Physiology
Rutgers University-New Brunswick 1993 — 1998
BS, Exercise Science
Aravind Vijayakirthi's UBS Experience January 2005 - July 2007
Job Engineering Manager, App Store at Apple Inc.
Industry Consumer Electronics
Experience
Apple July 2014 - Present
Apple May 2012 - June 2014
Risk Focus April 2011 - May 2012
Risk Focus 2005 - December 2011
Citibank August 2007 - May 2011
UBS January 2005 - July 2007
Ziff Brothers Investments 2003 - 2004
Thaumaturgix 1999 - 2004
Pencom Web Works 1997 - 1999
Hearst New Media 1997 - 1999
Skills
Java, XML, Spring, Integration, Product Development, SQL, FpML, Ruby
Education
Rutgers University-New Brunswick 1994 — 1996
MS, Computer Science
University of Mumbai 1990 — 1993
MCA, MIS
Loyola College 1987 — 1990
B.Sc., Mathematics
Apple July 2014 - Present
Apple May 2012 - June 2014
Risk Focus April 2011 - May 2012
Risk Focus 2005 - December 2011
Citibank August 2007 - May 2011
UBS January 2005 - July 2007
Ziff Brothers Investments 2003 - 2004
Thaumaturgix 1999 - 2004
Pencom Web Works 1997 - 1999
Hearst New Media 1997 - 1999
Skills
Java, XML, Spring, Integration, Product Development, SQL, FpML, Ruby
Education
Rutgers University-New Brunswick 1994 — 1996
MS, Computer Science
University of Mumbai 1990 — 1993
MCA, MIS
Loyola College 1987 — 1990
B.Sc., Mathematics
Denise Hidalgo's UBS Experience July 2007 - August 2007
Job IT Identity Access Management Analyst II
Industry Information Technology and Services
Experience
Consulate Management Company October 2012 - Present
SNI October 2012 - October 2013
Mitsubishi Power Systems March 2010 - October 2012
SunGard Higher Education August 2009 - March 2010
DBM February 2009 - July 2009
SS&C Technologies, INC September 2007 - February 2009
UBS July 2007 - August 2007
EMI Music, NA May 1999 - February 2007
Capitol Records 1999 - 2007
Deloitte & Touche January 1996 - May 1999
Skills
Resource Management, Software Documentation, Training, Project Management, Team Leadership, Troubleshooting, Active Directory, Servers, Technical Support, XP, Management, Process Improvement, Windows, MS Project, IT Operations, Change Management, Integration, Disaster Recovery, Help Desk Support, Customer Service, Leadership, Project Planning, SharePoint, Software Installation, Security, System Administration, Visio, ITIL, Networking, IT Service Management, IT Management, Hardware, Access, Windows Server, Windows 7, Network Administration, VMware, Citrix, Operating Systems, Microsoft Exchange, Computer Hardware, VPN, Virtualization, DHCP, Data Center, VMware ESX, Windows XP, SCCM, Network Security, Information Technology
Education
Webster University 2013 — 2016
working on my MBA
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
BA, Sociology
Consulate Management Company October 2012 - Present
SNI October 2012 - October 2013
Mitsubishi Power Systems March 2010 - October 2012
SunGard Higher Education August 2009 - March 2010
DBM February 2009 - July 2009
SS&C Technologies, INC September 2007 - February 2009
UBS July 2007 - August 2007
EMI Music, NA May 1999 - February 2007
Capitol Records 1999 - 2007
Deloitte & Touche January 1996 - May 1999
Skills
Resource Management, Software Documentation, Training, Project Management, Team Leadership, Troubleshooting, Active Directory, Servers, Technical Support, XP, Management, Process Improvement, Windows, MS Project, IT Operations, Change Management, Integration, Disaster Recovery, Help Desk Support, Customer Service, Leadership, Project Planning, SharePoint, Software Installation, Security, System Administration, Visio, ITIL, Networking, IT Service Management, IT Management, Hardware, Access, Windows Server, Windows 7, Network Administration, VMware, Citrix, Operating Systems, Microsoft Exchange, Computer Hardware, VPN, Virtualization, DHCP, Data Center, VMware ESX, Windows XP, SCCM, Network Security, Information Technology
Education
Webster University 2013 — 2016
working on my MBA
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
BA, Sociology
Alex Kosoy's UBS Experience 1997 - 2004
Job Associate Director at KPMG
Industry Information Technology and Services
Experience
KPMG January 2015 - Present
Credit Suisse March 2010 - Present
Citigroup 2007 - 2010
Credit-Suisse June 2004 - April 2007
UBS 1997 - 2004
Education
Rutgers University-New Brunswick 1991 — 1995
KPMG January 2015 - Present
Credit Suisse March 2010 - Present
Citigroup 2007 - 2010
Credit-Suisse June 2004 - April 2007
UBS 1997 - 2004
Education
Rutgers University-New Brunswick 1991 — 1995
Deepa Salastekar's UBS Experience 1993 - 1995
Job Alternatives Marketer at PIMCO
Industry Financial Services
Experience
PIMCO April 2010 - Present
PIMCO July 2008 - April 2010
Bear Stearns August 2000 - May 2007
UBS 1993 - 1995
Education
The University of Chicago Booth School of Business 1998 — 2000
Rutgers University-New Brunswick 1988 — 1992
BA, Economics
PIMCO April 2010 - Present
PIMCO July 2008 - April 2010
Bear Stearns August 2000 - May 2007
UBS 1993 - 1995
Education
The University of Chicago Booth School of Business 1998 — 2000
Rutgers University-New Brunswick 1988 — 1992
BA, Economics
Keith Wacker's UBS Experience April 2013 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS April 2013 - Present
UBS Investment Bank September 2009 - Present
Bank of America 2008 - 2009
Merrill Lynch July 1997 - September 2008
Smith Barney 1995 - 1996
Cutting Edge Consulting 1994 - 1996
Education
Rutgers University-New Brunswick 1993 — 1994
UBS April 2013 - Present
UBS Investment Bank September 2009 - Present
Bank of America 2008 - 2009
Merrill Lynch July 1997 - September 2008
Smith Barney 1995 - 1996
Cutting Edge Consulting 1994 - 1996
Education
Rutgers University-New Brunswick 1993 — 1994
Mavis Curd, PMP's UBS Experience 2005 - 2005
Job Vice President at The Royal Bank of Scotland Plc
Industry Financial Services
Experience
RBS 2005 - Present
ABN AMRO Bank N.V. 2005 - Present
UBS 2005 - 2005
UBS Investment Bank 2005 - 2005
Skills
SWIFT payments, Investment Banking, Derivatives, Banking, Trading Systems
Education
Roosevelt University
MBA, Information Systems
Roosevelt University
B.S., Finance
RBS 2005 - Present
ABN AMRO Bank N.V. 2005 - Present
UBS 2005 - 2005
UBS Investment Bank 2005 - 2005
Skills
SWIFT payments, Investment Banking, Derivatives, Banking, Trading Systems
Education
Roosevelt University
MBA, Information Systems
Roosevelt University
B.S., Finance
Andy Kolinsky's UBS Experience March 2014 - April 2015
Job Managing Director, Head of Retail Market Making at UBS
Industry Financial Services
Experience
UBS Investment Bank April 2015 - Present
UBS March 2014 - April 2015
Citadel Investment Group April 2005 - June 2012
Citadel Execution Services April 2005 - March 2009
Knight Capital Group April 2000 - March 2005
Chicago Stock Exchange 1995 - 2000
Skills
Electronic Trading, Equities, Trading Systems, Trading, Derivatives, Hedge Funds, Options, Equity Trading, ETFs, Equity Derivatives, Trading Strategies, FINRA, Proprietary Trading, Capital Markets, Series 24, Securities, Financial Markets, Fixed Income, Series 7, Alternative Investments, Bloomberg, Market Data
Education
Rowan University 1977 — 1981
Bachelor's Degree, Business
Cherry Hill West 1973 — 1977
High school
UBS Investment Bank April 2015 - Present
UBS March 2014 - April 2015
Citadel Investment Group April 2005 - June 2012
Citadel Execution Services April 2005 - March 2009
Knight Capital Group April 2000 - March 2005
Chicago Stock Exchange 1995 - 2000
Skills
Electronic Trading, Equities, Trading Systems, Trading, Derivatives, Hedge Funds, Options, Equity Trading, ETFs, Equity Derivatives, Trading Strategies, FINRA, Proprietary Trading, Capital Markets, Series 24, Securities, Financial Markets, Fixed Income, Series 7, Alternative Investments, Bloomberg, Market Data
Education
Rowan University 1977 — 1981
Bachelor's Degree, Business
Cherry Hill West 1973 — 1977
High school
Michael Walter, PMP's UBS Experience May 2013 - Present
Job Project Manager at UBS
Industry Information Technology and Services
Experience
UBS May 2013 - Present
RSC Solutions April 2012 - May 2013
Insight Global November 2010 - February 2012
InSys Consulting Services, Inc August 2010 - November 2010
Roche 2006 - 2010
Roche 2005 - 2006
Roche 2002 - 2005
Siemens Information Systems Ltd 1999 - 2004
Roche 1999 - 2002
Disposal Consultant Services, Inc 1998 - 1999
Skills
IT Service Management, Cross-functional Team..., ITIL, PMP, Change Management, Enterprise Software, Management, Microsoft Excel, Pharmaceutical Industry, Process Improvement, Project Management, Requirements Gathering, Service Management, Software Deployment, Software Documentation, Technical Support, Software Packaging, Testing, Windows
Education
Camden Catholic High School 1980 — 1999
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1994
Bachelor of Science (BS)
UBS May 2013 - Present
RSC Solutions April 2012 - May 2013
Insight Global November 2010 - February 2012
InSys Consulting Services, Inc August 2010 - November 2010
Roche 2006 - 2010
Roche 2005 - 2006
Roche 2002 - 2005
Siemens Information Systems Ltd 1999 - 2004
Roche 1999 - 2002
Disposal Consultant Services, Inc 1998 - 1999
Skills
IT Service Management, Cross-functional Team..., ITIL, PMP, Change Management, Enterprise Software, Management, Microsoft Excel, Pharmaceutical Industry, Process Improvement, Project Management, Requirements Gathering, Service Management, Software Deployment, Software Documentation, Technical Support, Software Packaging, Testing, Windows
Education
Camden Catholic High School 1980 — 1999
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1994
Bachelor of Science (BS)
Edward Toloza's UBS Experience 2007 - August 2009
Job Verizon Wireless
Industry Wireless
Experience
Verizon Wireless 2014 - Present
Verizon Wireless 2011 - 2014
Verizon Wireless August 2009 - 2011
UBS 2007 - August 2009
Skills
Microsoft Office, Troubleshooting, Visio, Cisco Technologies, Wireless, Microsoft Excel, Telecommunications, Project Management, Networking, MPLS, Customer Service, Integration, IP, Switches, VoIP
Education
Rutgers Business School 2015 — 2019
Master of Business Administration (M.B.A.)
Stevens Institute of Technology 2009 — 2014
Master of Engineering (MEng), Network Information Systems
Stevens Institute of Technology 2009 — 2014
Graduate Certificate, Wireless Communication
Stevens Institute of Technology 2009 — 2014
Graduate Certificate, Secure Network Systems Design
Stevens Institute of Technology 2004 — 2009
Bachelor of Engineering (BE), Electrical Engineering
Verizon Wireless 2014 - Present
Verizon Wireless 2011 - 2014
Verizon Wireless August 2009 - 2011
UBS 2007 - August 2009
Skills
Microsoft Office, Troubleshooting, Visio, Cisco Technologies, Wireless, Microsoft Excel, Telecommunications, Project Management, Networking, MPLS, Customer Service, Integration, IP, Switches, VoIP
Education
Rutgers Business School 2015 — 2019
Master of Business Administration (M.B.A.)
Stevens Institute of Technology 2009 — 2014
Master of Engineering (MEng), Network Information Systems
Stevens Institute of Technology 2009 — 2014
Graduate Certificate, Wireless Communication
Stevens Institute of Technology 2009 — 2014
Graduate Certificate, Secure Network Systems Design
Stevens Institute of Technology 2004 — 2009
Bachelor of Engineering (BE), Electrical Engineering
Douglas Sorin's UBS Experience December 2008 - June 2010
Job Executive Director at Wild Forests and Fauna (WFF)
Industry Renewables & Environment
Experience
Wild Forests and Fauna (WFF) October 2013 - Present
Wezekano November 2007 - Present
Wild Forests and Fauna (WFF) October 2012 - October 2013
The Just Garden Project February 2012 - March 2013
Faith Trust Institute August 2011 - March 2012
Climate Positive 2011 - 2011
UBS December 2008 - June 2010
UBS December 2007 - December 2008
UBS July 2006 - December 2007
MBS Funding Group May 2005 - July 2006
Skills
Financial Risk, Analysis, Finance, Credit, Entrepreneurship, Strategy, Trading, Leadership, Management, Settlement, Financial Services, Fixed Income, Sustainability, Asset Management, Securities
Education
Bainbridge Graduate Insititute 2011 — 2013
MBA, Sustainable Systems
UBS Associate Program 2007 — 2009
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Arts (B.A.), Economics
Bethpage High School 1993 — 1997
Wild Forests and Fauna (WFF) October 2013 - Present
Wezekano November 2007 - Present
Wild Forests and Fauna (WFF) October 2012 - October 2013
The Just Garden Project February 2012 - March 2013
Faith Trust Institute August 2011 - March 2012
Climate Positive 2011 - 2011
UBS December 2008 - June 2010
UBS December 2007 - December 2008
UBS July 2006 - December 2007
MBS Funding Group May 2005 - July 2006
Skills
Financial Risk, Analysis, Finance, Credit, Entrepreneurship, Strategy, Trading, Leadership, Management, Settlement, Financial Services, Fixed Income, Sustainability, Asset Management, Securities
Education
Bainbridge Graduate Insititute 2011 — 2013
MBA, Sustainable Systems
UBS Associate Program 2007 — 2009
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Arts (B.A.), Economics
Bethpage High School 1993 — 1997
Harry Seymour, PhD's UBS Experience 1998 - 2006
Job Available for social science research projects and adjunct teaching.
Industry Research
Experience
Ramapo College September 2009 - December 2013
Arnold & Porter 2006 - 2008
UBS 1998 - 2006
Harte-Hanks Direct Marketing 1987 - 1997
The Wirthlin Group (now part of Harris Interactive) 1974 - 1978
Skills
Market Research, Research, Strategic Planning, Writing, Non-profits, Marketing Communications, Public Speaking, Fundraising, Analysis, Business Strategy, Marketing Strategy, Coaching, Qualitative Research, Data Analysis, Creative Problem Solving, Management Consulting, Product Development, Strategic Communications, Teaching, Problem Solving, Higher Education
Education
Rutgers University-New Brunswick 1974 — 1979
PhD, Sociology
University of Oklahoma 1971 — 1974
Sociology
State University of New York College at Geneseo 1965 — 1969
BA, Sociology
Ramapo College September 2009 - December 2013
Arnold & Porter 2006 - 2008
UBS 1998 - 2006
Harte-Hanks Direct Marketing 1987 - 1997
The Wirthlin Group (now part of Harris Interactive) 1974 - 1978
Skills
Market Research, Research, Strategic Planning, Writing, Non-profits, Marketing Communications, Public Speaking, Fundraising, Analysis, Business Strategy, Marketing Strategy, Coaching, Qualitative Research, Data Analysis, Creative Problem Solving, Management Consulting, Product Development, Strategic Communications, Teaching, Problem Solving, Higher Education
Education
Rutgers University-New Brunswick 1974 — 1979
PhD, Sociology
University of Oklahoma 1971 — 1974
Sociology
State University of New York College at Geneseo 1965 — 1969
BA, Sociology
Maritza Byrne's UBS Experience 2007 - Present
Job Associate Director of Compliance at UBS Wealth Management
Industry Legal Services
Experience
UBS Wealth Management July 2007 - Present
UBS 2007 - Present
McCusker, Anselmi, Rosen, Carvelli & Walsh May 2000 - June 2007
Pitney, Hardin, Kipp & Szuch September 1992 - May 2000
Day Pitney LLP 1992 - 2000
Skills
Eagleton Institute of..., Fellowship, Politics and Public..., Speak, read and write..., Politics, AML
Education
Rutgers University School of Law - Newark 1989 — 1992
Juris Doctorate
Rutgers University-New Brunswick 1985 — 1989
BA, English, Political Science
UBS Wealth Management July 2007 - Present
UBS 2007 - Present
McCusker, Anselmi, Rosen, Carvelli & Walsh May 2000 - June 2007
Pitney, Hardin, Kipp & Szuch September 1992 - May 2000
Day Pitney LLP 1992 - 2000
Skills
Eagleton Institute of..., Fellowship, Politics and Public..., Speak, read and write..., Politics, AML
Education
Rutgers University School of Law - Newark 1989 — 1992
Juris Doctorate
Rutgers University-New Brunswick 1985 — 1989
BA, English, Political Science
Gene Trinker's UBS Experience 2000 - 2002
Job Global Lead for Build and Provisioning Services at EY
Industry Financial Services
Experience
EY 2014 - Present
Ernst & Young, LLP 2002 - 2014
UBS 2000 - 2002
TD Securities 1998 - 2000
Citicorp Investment Services 1997 - 1998
Oppenheimer & Co. 1995 - 1997
Integrated Data Systems (JP Morgan) 1994 - 1995
Juvenile Diabetes Research Foundation 1989 - 1994
Skills
ITIL, Budgeting, Problem Solving, Cost Savings, Mentoring, Process Improvement, Data Center, Planning, PMP, IT Management, Team Management, Six Sigma, Analysis, IT Strategy, Strategic Planning, Project Planning, Budgets, Cross-functional Team..., Management, Servers, Unix, Business Process..., VMware, Project Management, System Administration, SDLC, Windows Server, Information Technology, Information Security, Networking, Infrastructure, Vendor Management, System Deployment
Education
Rutgers University-New Brunswick 1984 — 1987
Bachelor's degree
EY 2014 - Present
Ernst & Young, LLP 2002 - 2014
UBS 2000 - 2002
TD Securities 1998 - 2000
Citicorp Investment Services 1997 - 1998
Oppenheimer & Co. 1995 - 1997
Integrated Data Systems (JP Morgan) 1994 - 1995
Juvenile Diabetes Research Foundation 1989 - 1994
Skills
ITIL, Budgeting, Problem Solving, Cost Savings, Mentoring, Process Improvement, Data Center, Planning, PMP, IT Management, Team Management, Six Sigma, Analysis, IT Strategy, Strategic Planning, Project Planning, Budgets, Cross-functional Team..., Management, Servers, Unix, Business Process..., VMware, Project Management, System Administration, SDLC, Windows Server, Information Technology, Information Security, Networking, Infrastructure, Vendor Management, System Deployment
Education
Rutgers University-New Brunswick 1984 — 1987
Bachelor's degree
David Solinas's UBS Experience January 1995 - July 2006
Job Senior Imaging Administrator at Spectra Laboratories
Industry Financial Services
Experience
Spectra Laboratories December 2008 - Present
Citi July 2006 - March 2008
UBS January 1995 - July 2006
UBS Wealth Management 1995 - 2006
Amerop Sugar September 1990 - January 1995
Education
Rutgers University-New Brunswick 1987 — 1991
Masters, Computer Science
University of California, Berkeley 1982 — 1986
Bachelors, Computer Science
Spectra Laboratories December 2008 - Present
Citi July 2006 - March 2008
UBS January 1995 - July 2006
UBS Wealth Management 1995 - 2006
Amerop Sugar September 1990 - January 1995
Education
Rutgers University-New Brunswick 1987 — 1991
Masters, Computer Science
University of California, Berkeley 1982 — 1986
Bachelors, Computer Science
Matthew Van Horn's UBS Experience 2008 - Present
Job equity compensation at UBS
Industry Financial Services
Kevin Schaefer's UBS Experience November 2008 - Present
Job Senior Project Manager / Project Team Manager Associate Director PMO Organization
Industry Information Technology and Services
Experience
UBS November 2008 - Present
DKR Imports February 2004 - September 2011
Deutsche Bank April 2002 - November 2008
Everest Broadband January 2000 - March 2002
Jannon Group Inc 1996 - 1999
Skills
Project Management, PMO, ITIL v3 Foundations..., Infrastructure, CCNP Certified, Vendor Management, Team Management, Personnel Management, Performance Reviews, Process Improvement, Change Management, Release Management, Leadership, Network Engineering, IT Service Management, Logistics Management, International Shipping, Contract Negotiation, Financial Tracking, Capital Budgeting, Risk Management, QuickBooks, Consulting, Telecommunications, Six Sigma Yellow Belt, Business Analysis, IT Strategy, ITIL, Management, Outsourcing
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
Bachelor of Arts, English Literature
Mount Olive High School 1984 — 1988
UBS November 2008 - Present
DKR Imports February 2004 - September 2011
Deutsche Bank April 2002 - November 2008
Everest Broadband January 2000 - March 2002
Jannon Group Inc 1996 - 1999
Skills
Project Management, PMO, ITIL v3 Foundations..., Infrastructure, CCNP Certified, Vendor Management, Team Management, Personnel Management, Performance Reviews, Process Improvement, Change Management, Release Management, Leadership, Network Engineering, IT Service Management, Logistics Management, International Shipping, Contract Negotiation, Financial Tracking, Capital Budgeting, Risk Management, QuickBooks, Consulting, Telecommunications, Six Sigma Yellow Belt, Business Analysis, IT Strategy, ITIL, Management, Outsourcing
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
Bachelor of Arts, English Literature
Mount Olive High School 1984 — 1988
Hilton Sheng's UBS Experience July 2003 - June 2004
Job Senior Vice President: Global Head Exchange Cleared Products RJ O'Brien & Associates LLC.
Industry Financial Services
Experience
RJ O'Brien & Associates LLC January 2011 - Present
Hudson Capital Group September 2007 - November 2010
CME Group February 2006 - August 2007
Infinergy Fund July 2005 - February 2006
ABN AMRO Bank N.V. July 2004 - June 2005
UBS July 2003 - June 2004
Refco October 1993 - June 2003
Cargill May 1989 - September 1993
ED&F Man July 1987 - September 1988
Dean Witter Reynolds October 1986 - June 1987
Skills
Options, Commodity, Hedging, Trading, Derivatives, Electronic Trading, Trading Systems, Equities, Financial Markets, Commodity Markets, Hedge Funds, Fixed Income, Market Risk, Market Data, Investment Banking, Trading Strategies, Business Strategy, FINRA, Capital Markets, Equity Derivatives, Microsoft Excel, Investments, Financial Modeling, Mergers & Acquisitions, Negotiation, Risk Management, Alternative Investments, FX Options, Portfolio Management, Brokerage, Securities, Contract Negotiation, Financial Analysis, Management, Proprietary Trading, Structured Products, Currency, Asset Management
Education
Rutgers University-New Brunswick
Bachelor's degree, Economics
RJ O'Brien & Associates LLC January 2011 - Present
Hudson Capital Group September 2007 - November 2010
CME Group February 2006 - August 2007
Infinergy Fund July 2005 - February 2006
ABN AMRO Bank N.V. July 2004 - June 2005
UBS July 2003 - June 2004
Refco October 1993 - June 2003
Cargill May 1989 - September 1993
ED&F Man July 1987 - September 1988
Dean Witter Reynolds October 1986 - June 1987
Skills
Options, Commodity, Hedging, Trading, Derivatives, Electronic Trading, Trading Systems, Equities, Financial Markets, Commodity Markets, Hedge Funds, Fixed Income, Market Risk, Market Data, Investment Banking, Trading Strategies, Business Strategy, FINRA, Capital Markets, Equity Derivatives, Microsoft Excel, Investments, Financial Modeling, Mergers & Acquisitions, Negotiation, Risk Management, Alternative Investments, FX Options, Portfolio Management, Brokerage, Securities, Contract Negotiation, Financial Analysis, Management, Proprietary Trading, Structured Products, Currency, Asset Management
Education
Rutgers University-New Brunswick
Bachelor's degree, Economics
Wen Zhu's UBS Experience June 2011 - June 2014
Job Principal Consultant at Capco
Industry Investment Banking
Experience
Capco June 2014 - Present
UBS June 2011 - June 2014
Deustche Bank September 2007 - June 2011
Citigroup December 2000 - September 2007
Skills
Sybase, Spring, Java, Fixed Income, Unix, Unix Shell Scripting, SDLC, Oracle, Hibernate, XML, Trading Systems, Prime Brokerage, Equity Derivatives, Analytics, Perl, SQL, OO Software Development, Maven, RESTful WebServices, FIX/QuickFix, JAXB, Jason, FpML
Education
Rutgers University-New Brunswick 1995 — 1999
MS, Computer Science
Tsinghua University 1992 — 1995
ME, Thermal Engineering
Tsinghua University 1985 — 1990
BE, Thermal Engineering
Capco June 2014 - Present
UBS June 2011 - June 2014
Deustche Bank September 2007 - June 2011
Citigroup December 2000 - September 2007
Skills
Sybase, Spring, Java, Fixed Income, Unix, Unix Shell Scripting, SDLC, Oracle, Hibernate, XML, Trading Systems, Prime Brokerage, Equity Derivatives, Analytics, Perl, SQL, OO Software Development, Maven, RESTful WebServices, FIX/QuickFix, JAXB, Jason, FpML
Education
Rutgers University-New Brunswick 1995 — 1999
MS, Computer Science
Tsinghua University 1992 — 1995
ME, Thermal Engineering
Tsinghua University 1985 — 1990
BE, Thermal Engineering
Anjelica Crincoli's UBS Experience February 2011 - February 2013
Job Assoc CTS Exp Hire Recruiting Specialist at Deloitte
Industry Human Resources
Experience
Deloitte August 2015 - Present
Deloitte July 2014 - Present
EY September 2013 - June 2014
EY March 2013 - August 2013
UBS February 2011 - February 2013
Milbank, Tweed, Hadley & McCloy LLP August 2010 - January 2011
Johnson & Johnson August 2008 - June 2009
Skills
Human Resources, PowerPoint, Onboarding, Microsoft Office, Microsoft Excel, Talent Management, Microsoft Word, SharePoint, Taleo, BrassRing, College Recruiting, IT Recruitment, Outlook, Lotus Notes, PeopleSoft
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor of Arts (B.A.), English
Deloitte August 2015 - Present
Deloitte July 2014 - Present
EY September 2013 - June 2014
EY March 2013 - August 2013
UBS February 2011 - February 2013
Milbank, Tweed, Hadley & McCloy LLP August 2010 - January 2011
Johnson & Johnson August 2008 - June 2009
Skills
Human Resources, PowerPoint, Onboarding, Microsoft Office, Microsoft Excel, Talent Management, Microsoft Word, SharePoint, Taleo, BrassRing, College Recruiting, IT Recruitment, Outlook, Lotus Notes, PeopleSoft
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor of Arts (B.A.), English
Thomas O'Mara's UBS Experience November 2012 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS November 2012 - Present
Bank of America April 2010 - November 2012
UBS September 2006 - April 2010
AIG January 2005 - September 2006
Education
Rutgers University-New Brunswick 2001 — 2004
Rowan University 1999 — 2001
UBS November 2012 - Present
Bank of America April 2010 - November 2012
UBS September 2006 - April 2010
AIG January 2005 - September 2006
Education
Rutgers University-New Brunswick 2001 — 2004
Rowan University 1999 — 2001
William Klein's UBS Experience December 2005 - August 2007
Job Sharepoint Developer at Thorlabs
Industry Information Technology and Services
Experience
Thorlabs December 2014 - Present
CBS Corporation October 2011 - November 2014
Star Management Services LLC January 2011 - October 2011
ITM July 2009 - June 2010
Medco 2008 - 2009
UPS January 2008 - March 2008
Merill Lynch November 2007 - December 2007
UBS December 2005 - August 2007
ADP July 2005 - December 2005
ADT March 2005 - June 2005
Skills
Microsoft SQL Server, Databases, Software Documentation, SQL, SharePoint, Integration, .NET, XML
Education
Rutgers University-New Brunswick 1974 — 1978
BA, HISTORY
Thorlabs December 2014 - Present
CBS Corporation October 2011 - November 2014
Star Management Services LLC January 2011 - October 2011
ITM July 2009 - June 2010
Medco 2008 - 2009
UPS January 2008 - March 2008
Merill Lynch November 2007 - December 2007
UBS December 2005 - August 2007
ADP July 2005 - December 2005
ADT March 2005 - June 2005
Skills
Microsoft SQL Server, Databases, Software Documentation, SQL, SharePoint, Integration, .NET, XML
Education
Rutgers University-New Brunswick 1974 — 1978
BA, HISTORY
Suzanne Cavanaugh McCabe's UBS Experience January 1991 - June 1998
Job Director, Human Resources
Industry Human Resources
Experience
Johnson & Johnson September 2008 - Present
Prudential Financial June 1999 - February 2008
Prudential 1999 - 2008
HSBC June 1998 - July 1999
UBS January 1991 - June 1998
Skills
Performance Management, HRIS, Succession Planning, Talent Management, Employee Engagement, Personnel Management, Employee Relations, Strategic HR, Executive Coaching, Training, Integration, Deferred Compensation, Organizational Design, Onboarding, Human Resources, Workforce Planning, Talent Acquisition, Organizational..., Sales, Management, Due Diligence, Interviews, Recruiting, Team Management, Executive Pay, Change Management, Coaching, Negotiation, Grievances, Integrated Marketing, Executive Management, College Recruiting, FMLA, 360 Feedback, Employee Benefits, Compensation & Benefit, Leadership Development, Employee Surveys
Education
Rutgers University-New Brunswick 1984 — 1991
BA, Sociology
Johnson & Johnson September 2008 - Present
Prudential Financial June 1999 - February 2008
Prudential 1999 - 2008
HSBC June 1998 - July 1999
UBS January 1991 - June 1998
Skills
Performance Management, HRIS, Succession Planning, Talent Management, Employee Engagement, Personnel Management, Employee Relations, Strategic HR, Executive Coaching, Training, Integration, Deferred Compensation, Organizational Design, Onboarding, Human Resources, Workforce Planning, Talent Acquisition, Organizational..., Sales, Management, Due Diligence, Interviews, Recruiting, Team Management, Executive Pay, Change Management, Coaching, Negotiation, Grievances, Integrated Marketing, Executive Management, College Recruiting, FMLA, 360 Feedback, Employee Benefits, Compensation & Benefit, Leadership Development, Employee Surveys
Education
Rutgers University-New Brunswick 1984 — 1991
BA, Sociology
Jennifer Dahlgard's UBS Experience June 2006 - August 2006
Job Conversion Manager at Trust Company of America
Industry Financial Services
Experience
Trust Company of America October 2014 - Present
AllianceBernstein August 2009 - September 2014
Alliance Bernstein March 2008 - August 2009
Merrill Lynch June 2007 - February 2008
Roger Williams University January 2007 - May 2007
UBS June 2006 - August 2006
Skills
Bloomberg, Fixed Income, Equities, Asset Allocation, Portfolio Management, Series 7, Mutual Funds, Asset Management, Hedge Funds, Alternative Investments, Investment Management, Series 63, Investments, Investment Strategies, Wealth Management, Securities, Financial Modeling, Trading, Equity Research, Customer Service
Education
Roger Williams University 2003 — 2007
BS, Finance, 3.7/4.0
Trust Company of America October 2014 - Present
AllianceBernstein August 2009 - September 2014
Alliance Bernstein March 2008 - August 2009
Merrill Lynch June 2007 - February 2008
Roger Williams University January 2007 - May 2007
UBS June 2006 - August 2006
Skills
Bloomberg, Fixed Income, Equities, Asset Allocation, Portfolio Management, Series 7, Mutual Funds, Asset Management, Hedge Funds, Alternative Investments, Investment Management, Series 63, Investments, Investment Strategies, Wealth Management, Securities, Financial Modeling, Trading, Equity Research, Customer Service
Education
Roger Williams University 2003 — 2007
BS, Finance, 3.7/4.0
Cathy Lanahan's UBS Experience December 2010 - October 2013
Job Assisant Vice President at TD
Industry Financial Services
Experience
TD Bank, NA October 2013 - Present
UBS December 2010 - October 2013
PHH Mortgage January 1990 - December 2010
PHH Mortgage February 1990 - October 2010
PHH Mortgage January 1998 - January 2002
PHH Mortgage January 1995 - January 1998
PHH Mortgage January 1990 - January 1995
Skills
Business Requirements, SDLC, Vendor Management, Mortgage Lending, Business Analysis, Business Intelligence, Program Management, Visio, Software Project..., Team Building, Leadership, Requirements Analysis, Business Process, Project Management, Enterprise Architecture, IT Strategy, Management, Team Leadership, Requirements Gathering, CRM, Security, Agile Methodologies, Process Improvement, Integration, Training, Risk Management, Product Management, Quality Assurance, SharePoint, Banking, Software Documentation, Business Process..., PMO, IT Management, Data Warehousing, Project Portfolio..., User Acceptance Testing, Disaster Recovery
Education
Lenape 1984 — 1988
Burlington County College
TD Bank, NA October 2013 - Present
UBS December 2010 - October 2013
PHH Mortgage January 1990 - December 2010
PHH Mortgage February 1990 - October 2010
PHH Mortgage January 1998 - January 2002
PHH Mortgage January 1995 - January 1998
PHH Mortgage January 1990 - January 1995
Skills
Business Requirements, SDLC, Vendor Management, Mortgage Lending, Business Analysis, Business Intelligence, Program Management, Visio, Software Project..., Team Building, Leadership, Requirements Analysis, Business Process, Project Management, Enterprise Architecture, IT Strategy, Management, Team Leadership, Requirements Gathering, CRM, Security, Agile Methodologies, Process Improvement, Integration, Training, Risk Management, Product Management, Quality Assurance, SharePoint, Banking, Software Documentation, Business Process..., PMO, IT Management, Data Warehousing, Project Portfolio..., User Acceptance Testing, Disaster Recovery
Education
Lenape 1984 — 1988
Burlington County College
Laso Osunfisan's UBS Experience February 2012 - Present
Job IT Operational Risk Management
Industry Financial Services
Experience
UBS February 2012 - Present
UBS August 2010 - January 2012
UBS Financial Services July 2008 - August 2010
Skills
Team Building, Process Improvement, Business Analysis, Teamwork, Building Relationships, Governance, Event Planning, Analysis, Leadership, Microsoft Office, Action Oriented, Strong Work Ethics, Training, Project Management, Information Technology, Listening Skills, Fast Learner, Day-to-day Operations, Detail Orientation, Microsoft Excel
Education
Rutgers Business School 2012 — 2015
Master of Business Administration (MBA), Strategy & Leadership, Entrepreneurship
Rutgers, The State University of New Jersey-Newark 2003 — 2007
High Honors BA, Information Systems
UBS February 2012 - Present
UBS August 2010 - January 2012
UBS Financial Services July 2008 - August 2010
Skills
Team Building, Process Improvement, Business Analysis, Teamwork, Building Relationships, Governance, Event Planning, Analysis, Leadership, Microsoft Office, Action Oriented, Strong Work Ethics, Training, Project Management, Information Technology, Listening Skills, Fast Learner, Day-to-day Operations, Detail Orientation, Microsoft Excel
Education
Rutgers Business School 2012 — 2015
Master of Business Administration (MBA), Strategy & Leadership, Entrepreneurship
Rutgers, The State University of New Jersey-Newark 2003 — 2007
High Honors BA, Information Systems
Karin Davenport's UBS Experience April 2009 - Present
Job Registered CSA at UBS Financial Services
Industry Financial Services
Experience
UBS April 2009 - Present
Raymond James August 2006 - March 2009
Education
Rollins College 1979 — 1983
Theatre Arts - minor Francais
Woodstock Country School
Woodstock Union High School
UBS April 2009 - Present
Raymond James August 2006 - March 2009
Education
Rollins College 1979 — 1983
Theatre Arts - minor Francais
Woodstock Country School
Woodstock Union High School
John McDermott's UBS Experience November 2013 - Present
Job MD, Head of Compliance and Operational Risk Control at UBS
Industry Financial Services
Experience
UBS November 2013 - Present
LPL Financial July 2009 - August 2013
Merrill Lynch June 1981 - January 2009
Education
Rutgers University School of Law - Newark 1978 — 1981
Doctor of Law (JD)
Wesleyan University 1974 — 1978
BA, Economics, Political Science and Philosophy
UBS November 2013 - Present
LPL Financial July 2009 - August 2013
Merrill Lynch June 1981 - January 2009
Education
Rutgers University School of Law - Newark 1978 — 1981
Doctor of Law (JD)
Wesleyan University 1974 — 1978
BA, Economics, Political Science and Philosophy
Marcy Gordon's UBS Experience 2006 - 2008
Job Law Practice Professional
Industry Law Practice
Experience
Jefferies LLC May 2012 - November 2014
Technology Practice Group March 2011 - May 2012
Bortstein Legal Group 2010 - 2011
American Express April 2010 - October 2010
Psychic Planner, Inc. 1985 - 2010
UBS 2006 - 2008
Bear, Stearns & Co. Inc. 2002 - 2006
Bear Stearns & Co. (Legal Department) 2002 - 2006
Prodigy 2000 - 2000
Prodigy Internet 2000 - 2000
Education
Rutgers University School of Law - Camden 1982 — 1985
Doctor of Law (J.D.), Law
Swarthmore College 1974 — 1979
Bachelor of Arts (B.A.), Psychology
Jefferies LLC May 2012 - November 2014
Technology Practice Group March 2011 - May 2012
Bortstein Legal Group 2010 - 2011
American Express April 2010 - October 2010
Psychic Planner, Inc. 1985 - 2010
UBS 2006 - 2008
Bear, Stearns & Co. Inc. 2002 - 2006
Bear Stearns & Co. (Legal Department) 2002 - 2006
Prodigy 2000 - 2000
Prodigy Internet 2000 - 2000
Education
Rutgers University School of Law - Camden 1982 — 1985
Doctor of Law (J.D.), Law
Swarthmore College 1974 — 1979
Bachelor of Arts (B.A.), Psychology
Leticia Waelz's UBS Experience February 2002 - Present
Job Director, Compensation & Benefits Communications
Industry Financial Services
Experience
UBS February 2002 - Present
UBS September 1986 - September 2002
Education
Rutgers University-New Brunswick 1982 — 1986
BA, English, Spanish
UBS February 2002 - Present
UBS September 1986 - September 2002
Education
Rutgers University-New Brunswick 1982 — 1986
BA, English, Spanish
Andy Lopez's UBS Experience June 2013 - Present
Job Director, Client Digital Strategy at UBS
Industry Financial Services
Experience
UBS June 2013 - Present
Morgan Stanley 2012 - 2013
Morgan Stanley 2010 - 2012
Morgan Stanley 2006 - 2010
Morgan Stanley 2005 - 2006
Morgan Stanley 2004 - 2005
Morgan Stanley 2002 - 2004
Morgan Stanley 2000 - 2002
Skills
Product Development, Project Management, Business Development, Practice Management, Rep as Advisor, Rep as PM, Unified Managed Accounts, Separately Managed..., Variable Annuities, Mutual Funds
Education
New York University, Stern School of Business 2004 — 2007
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
BA, Economics, Political Science
Saint Peter's Prep - Jersey City, NJ 1992 — 1996
High School
UBS June 2013 - Present
Morgan Stanley 2012 - 2013
Morgan Stanley 2010 - 2012
Morgan Stanley 2006 - 2010
Morgan Stanley 2005 - 2006
Morgan Stanley 2004 - 2005
Morgan Stanley 2002 - 2004
Morgan Stanley 2000 - 2002
Skills
Product Development, Project Management, Business Development, Practice Management, Rep as Advisor, Rep as PM, Unified Managed Accounts, Separately Managed..., Variable Annuities, Mutual Funds
Education
New York University, Stern School of Business 2004 — 2007
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
BA, Economics, Political Science
Saint Peter's Prep - Jersey City, NJ 1992 — 1996
High School
Steven Hennig's UBS Experience May 2002 - September 2002
Job Team Lead Executive Services
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2014 - Present
E*TRADE Financial August 2012 - Present
Hartford/ Merrill Lynch November 2006 - Present
Super Target January 2006 - November 2006
CDW January 2005 - October 2005
American Income Life January 2003 - April 2003
UBS May 2002 - September 2002
Education
NJ 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
Rowan University 1999 — 2003
B.S, Business Administration; Marketing
E*TRADE Financial Corporation July 2014 - Present
E*TRADE Financial August 2012 - Present
Hartford/ Merrill Lynch November 2006 - Present
Super Target January 2006 - November 2006
CDW January 2005 - October 2005
American Income Life January 2003 - April 2003
UBS May 2002 - September 2002
Education
NJ 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
Rowan University 1999 — 2003
B.S, Business Administration; Marketing
Cassie Lentchner's UBS Experience January 2005 - July 2011
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2011 - Present
UBS January 2005 - July 2011
Perkins Coie LLP August 1999 - January 2005
U.S. House of Representatives January 1998 - August 1999
U.S. Senate February 1997 - January 1998
Fried Frank September 1989 - February 1997
Skills
Securities, Capital Markets, Corporate Governance, FINRA, Litigation, Anti-corruption, Anti-bribery, Compliance, Legal Compliance, Government Contracting
Education
Rutgers University School of Law - Newark 1986 — 1989
JD, Law
Rutgers, The State University of New Jersey-Newark 1982 — 1986
BA, History
Morgan Stanley July 2011 - Present
UBS January 2005 - July 2011
Perkins Coie LLP August 1999 - January 2005
U.S. House of Representatives January 1998 - August 1999
U.S. Senate February 1997 - January 1998
Fried Frank September 1989 - February 1997
Skills
Securities, Capital Markets, Corporate Governance, FINRA, Litigation, Anti-corruption, Anti-bribery, Compliance, Legal Compliance, Government Contracting
Education
Rutgers University School of Law - Newark 1986 — 1989
JD, Law
Rutgers, The State University of New Jersey-Newark 1982 — 1986
BA, History
Michael Agaisse's UBS Experience August 2010 - Present
Job Executive Director of FX Trading
Industry Banking
Experience
UBS August 2010 - Present
National Australia Bank 2007 - 2010
Willowbridge Associates Inc 1999 - 2006
Lehman Brothers 1992 - 1999
Skills
Financial Markets, Derivatives, Fixed Income, FX Options, Investment Banking, Hedge Funds, Trading Systems, Capital Markets, Equities, Bloomberg, Electronic Trading, Options, Portfolio Management, Trading
Education
Rutgers Business School 1987 — 1991
Bachelor’s Degree, Finance
Bergen Catholic HS 1984 — 1987
UBS August 2010 - Present
National Australia Bank 2007 - 2010
Willowbridge Associates Inc 1999 - 2006
Lehman Brothers 1992 - 1999
Skills
Financial Markets, Derivatives, Fixed Income, FX Options, Investment Banking, Hedge Funds, Trading Systems, Capital Markets, Equities, Bloomberg, Electronic Trading, Options, Portfolio Management, Trading
Education
Rutgers Business School 1987 — 1991
Bachelor’s Degree, Finance
Bergen Catholic HS 1984 — 1987
Daniel Allard's UBS Experience March 2001 - September 2002
Job Global Head of Reference Data Production Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2011 - Present
Morgan Stanley July 2011 - December 2011
Morgan Stanley October 2007 - June 2011
Morgan Stanley January 2007 - September 2007
Morgan Stanley September 2005 - January 2007
Morgan Stanley September 2004 - August 2005
Morgan Stanley September 2002 - September 2004
UBS March 2001 - September 2002
Skills
Electronic Trading, Equities, Trading Systems, Derivatives, Financial Services, Fixed Income, Equity Derivatives, Investment Banking
Education
Royal Holloway, University of London 1997 — 2000
Morgan Stanley December 2011 - Present
Morgan Stanley July 2011 - December 2011
Morgan Stanley October 2007 - June 2011
Morgan Stanley January 2007 - September 2007
Morgan Stanley September 2005 - January 2007
Morgan Stanley September 2004 - August 2005
Morgan Stanley September 2002 - September 2004
UBS March 2001 - September 2002
Skills
Electronic Trading, Equities, Trading Systems, Derivatives, Financial Services, Fixed Income, Equity Derivatives, Investment Banking
Education
Royal Holloway, University of London 1997 — 2000
Chongwu Zhang's UBS Experience April 2014 - Present
Job Associate Director, UBS
Industry Financial Services
Experience
UBS April 2014 - Present
Citi October 2011 - April 2014
Purdue Pharma/Pharmacopeia/Ligand 1999 - 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
MS, Math Finance
University of Massachusetts, Amherst 1993 — 2000
Ph.D, Chemistry
Peking University 1985 — 1989
BS, Chemistry
UBS April 2014 - Present
Citi October 2011 - April 2014
Purdue Pharma/Pharmacopeia/Ligand 1999 - 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
MS, Math Finance
University of Massachusetts, Amherst 1993 — 2000
Ph.D, Chemistry
Peking University 1985 — 1989
BS, Chemistry
Richard Remes's UBS Experience July 1999 - August 2012
Job Change / Release Manager
Industry Financial Services
Experience
CCSI, Inc. April 2013 - Present
UBS July 1999 - August 2012
Skills
Financial Services, Change Management, Process Improvement, ITIL
Education
Rutgers University 1983 — 1986
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
CCSI, Inc. April 2013 - Present
UBS July 1999 - August 2012
Skills
Financial Services, Change Management, Process Improvement, ITIL
Education
Rutgers University 1983 — 1986
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Christina Yoon's UBS Experience June 2007 - March 2008
Job Sr. Business Analyst at AIG
Industry Insurance
Experience
AIG January 2015 - Present
AIG July 2013 - December 2014
AIG March 2008 - June 2013
UBS June 2007 - March 2008
Youth Consultation Services May 2006 - May 2007
Agency.com February 2005 - April 2006
Family Intervention Services, Inc. September 2002 - September 2004
Skills
Event Planning, Insurance, Research, Social Media, Travel Arrangements, Administrative..., Editing, Outlook, Office Management, Microsoft Word, Microsoft Excel, Workshop Facilitation, Concur, Microsoft Office, Human Resources, Lotus Notes, Strategic Planning
Education
Rutgers University-New Brunswick 1996 — 2001
Psychology
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2001
Bachelor of Arts, Psychology
AIG January 2015 - Present
AIG July 2013 - December 2014
AIG March 2008 - June 2013
UBS June 2007 - March 2008
Youth Consultation Services May 2006 - May 2007
Agency.com February 2005 - April 2006
Family Intervention Services, Inc. September 2002 - September 2004
Skills
Event Planning, Insurance, Research, Social Media, Travel Arrangements, Administrative..., Editing, Outlook, Office Management, Microsoft Word, Microsoft Excel, Workshop Facilitation, Concur, Microsoft Office, Human Resources, Lotus Notes, Strategic Planning
Education
Rutgers University-New Brunswick 1996 — 2001
Psychology
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2001
Bachelor of Arts, Psychology
Ryan McHorney's UBS Experience February 2013 - Present
Job BSA at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS February 2013 - Present
Education
Roger Williams University 2007 — 2010
BS, Elementary Education
UBS February 2013 - Present
Education
Roger Williams University 2007 — 2010
BS, Elementary Education
Paras Jain's UBS Experience May 2010 - August 2010
Job CoFounder at STAFFS Prep
Industry Information Technology and Services
Experience
STAFFS Prep September 2013 - Present
Shots iGot November 2012 - Present
Rutgers University December 2010 - December 2011
Merrill Lynch May 2011 - August 2011
Nordstrom December 2009 - February 2011
UBS May 2010 - August 2010
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
Bachelor of Science (BS), Finance
STAFFS Prep September 2013 - Present
Shots iGot November 2012 - Present
Rutgers University December 2010 - December 2011
Merrill Lynch May 2011 - August 2011
Nordstrom December 2009 - February 2011
UBS May 2010 - August 2010
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
Bachelor of Science (BS), Finance
Steven David Gard's UBS Experience September 2013 - Present
Job Business Project Analyst at UBS
Industry Financial Services
Experience
UBS September 2013 - Present
Nationwide Valet Company September 2012 - June 2013
Johnson & Johnson December 2012 - May 2013
JPMorgan Chase October 2011 - July 2012
Merrill Lynch December 2010 - May 2011
Foran Conservation Garden September 2010 - December 2010
Evolution Group/Media Talent May 2010 - August 2010
Chromocell Corporation May 2009 - December 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Analysis, Social Media, Social Networking, Facebook, Outlook, Access, Clarity, Business Objects, Business Analysis, MS Excel Pivot Tables, Cold Calling Experience, Networking, Management, Marketing, Analysis, Customer Service, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
Bachelor of Science (B.S.), Environmental and Business Economics
edison high school
UBS September 2013 - Present
Nationwide Valet Company September 2012 - June 2013
Johnson & Johnson December 2012 - May 2013
JPMorgan Chase October 2011 - July 2012
Merrill Lynch December 2010 - May 2011
Foran Conservation Garden September 2010 - December 2010
Evolution Group/Media Talent May 2010 - August 2010
Chromocell Corporation May 2009 - December 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Analysis, Social Media, Social Networking, Facebook, Outlook, Access, Clarity, Business Objects, Business Analysis, MS Excel Pivot Tables, Cold Calling Experience, Networking, Management, Marketing, Analysis, Customer Service, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
Bachelor of Science (B.S.), Environmental and Business Economics
edison high school
Stephan Gimik's UBS Experience 1999 - 2010
Job Information Technology and Services Professional
Industry Financial Services
Experience
UBS 1999 - 2010
Logica Ltd 1995 - 1999
Keane Inc 1993 - 1995
Independent Consultant 1989 - 1993
Sea-Land Container Corp. 1987 - 1989
K-Mart Apparel Corp. 1985 - 1987
Skills
DB2, Visio, SQL, Microsoft Office, PowerPoint, Securities, CICS, Systems Analysis, Business Requirements, COBOL, SDLC, Access, Business Analysis, Investment Banking, Requirements Analysis, VSAM, Analysis, Process Improvement, Problem Solving, MS Project, Documentation, Program Management, Requirements Gathering, Excel, SharePoint, PMP, Risk Management, Management
Education
Chubb Institute for Computer Technology 1983 — 1985
Computer programming
Rutgers University-New Brunswick 1971 — 1973
Rutgers, The State University of New Jersey-Newark
Psychology
UBS 1999 - 2010
Logica Ltd 1995 - 1999
Keane Inc 1993 - 1995
Independent Consultant 1989 - 1993
Sea-Land Container Corp. 1987 - 1989
K-Mart Apparel Corp. 1985 - 1987
Skills
DB2, Visio, SQL, Microsoft Office, PowerPoint, Securities, CICS, Systems Analysis, Business Requirements, COBOL, SDLC, Access, Business Analysis, Investment Banking, Requirements Analysis, VSAM, Analysis, Process Improvement, Problem Solving, MS Project, Documentation, Program Management, Requirements Gathering, Excel, SharePoint, PMP, Risk Management, Management
Education
Chubb Institute for Computer Technology 1983 — 1985
Computer programming
Rutgers University-New Brunswick 1971 — 1973
Rutgers, The State University of New Jersey-Newark
Psychology
Jaime (D) Rocha's UBS Experience November 2005 - December 2009
Job MBA Candidate at Chicago Booth
Industry Financial Services
Experience
The University of Chicago Booth School of Business September 2014 - Present
Teachers' Retirement System of the State of Illinois June 2015 - August 2015
Fitch Ratings May 2011 - July 2014
The University of Chicago 2014 - 2014
FINRA January 2010 - May 2011
UBS November 2005 - December 2009
Skills
Capital Markets, Securities, FINRA, Equities, Financial Regulation, Fixed Income, Series 7, Investments, Financial Markets, Investment Banking, Operational Risk..., Asset Management, Options, Derivatives, Mutual Funds, Alternative Investments, Bloomberg, Financial Services, Structured Finance, AML
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2004
Bachelor's Degree, Finance
The University of Chicago Booth School of Business September 2014 - Present
Teachers' Retirement System of the State of Illinois June 2015 - August 2015
Fitch Ratings May 2011 - July 2014
The University of Chicago 2014 - 2014
FINRA January 2010 - May 2011
UBS November 2005 - December 2009
Skills
Capital Markets, Securities, FINRA, Equities, Financial Regulation, Fixed Income, Series 7, Investments, Financial Markets, Investment Banking, Operational Risk..., Asset Management, Options, Derivatives, Mutual Funds, Alternative Investments, Bloomberg, Financial Services, Structured Finance, AML
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2004
Bachelor's Degree, Finance
jim jeffers's UBS Experience managerCredit SuisseFebruary 2001 - March 2007
Job manager at UBS
Industry Financial Services
Experience
UBS managerCredit SuisseFebruary 2001 - March 2007
Morgan Stanley Investment Management January 1998 - January 2001
Skills
Derivatives, Equities, Investment Banking, Capital Markets, Fixed Income, FX Options, Structured Products, Equity Derivatives, Finance, Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick
UBS managerCredit SuisseFebruary 2001 - March 2007
Morgan Stanley Investment Management January 1998 - January 2001
Skills
Derivatives, Equities, Investment Banking, Capital Markets, Fixed Income, FX Options, Structured Products, Equity Derivatives, Finance, Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick
Gail Fiore's UBS Experience May 2001 - April 2007
Job
Industry Financial Services
Experience
UBS May 2001 - April 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor of Arts (BA), English Language and Literature, General
UBS May 2001 - April 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor of Arts (BA), English Language and Literature, General
Carrie Richards's UBS Experience March 2007 - Present
Job Compliance Officer
Industry Financial Services
Experience
UBS March 2007 - Present
Skills
Fixed Income, Derivatives, Private Equity, Financial Services, Hedge Funds, Equities, Asset Management, Trading, Investments, Securities, Fund Accounting, Alternative Investments, AML
Education
Chicago Association of Realtor's
Licensed broker/realtor (Illinois)
Roosevelt University
Certificate, Paralegal (corporate specialty)
University of Wisconsin-Madison
BA, International Relations (major) and German (major)
UBS March 2007 - Present
Skills
Fixed Income, Derivatives, Private Equity, Financial Services, Hedge Funds, Equities, Asset Management, Trading, Investments, Securities, Fund Accounting, Alternative Investments, AML
Education
Chicago Association of Realtor's
Licensed broker/realtor (Illinois)
Roosevelt University
Certificate, Paralegal (corporate specialty)
University of Wisconsin-Madison
BA, International Relations (major) and German (major)
Tyler J. Maddox's UBS Experience May 2014 - Present
Job Registered Client Associate/Branch Technology Liason at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
Huntington National Bank/The Huntington Investment Company May 2012 - May 2014
Huntington National Bank May 2011 - May 2012
Stifel Nicolaus January 2011 - May 2011
Education
St. Thomas University 2009 — 2010
JD, Law
Rollins College 2005 — 2009
BA, English
UBS May 2014 - Present
Huntington National Bank/The Huntington Investment Company May 2012 - May 2014
Huntington National Bank May 2011 - May 2012
Stifel Nicolaus January 2011 - May 2011
Education
St. Thomas University 2009 — 2010
JD, Law
Rollins College 2005 — 2009
BA, English
Ranjit Sankar's UBS Experience January 2012 - March 2012
Job Corporate and Investment Banking Analyst at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Prudential Real Estate Investors June 2013 - August 2013
UBS January 2012 - March 2012
BlueShore Capital July 2011 - December 2011
Skills
Bloomberg Terminal, Equities, Financial Analysis, Capital IQ
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
BA, Finance
Citi June 2014 - Present
Prudential Real Estate Investors June 2013 - August 2013
UBS January 2012 - March 2012
BlueShore Capital July 2011 - December 2011
Skills
Bloomberg Terminal, Equities, Financial Analysis, Capital IQ
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
BA, Finance
Artrice Green's UBS Experience 2009 - 2011
Job Credit and Collections Specialist Samsung Electronics America
Industry Consumer Electronics
Experience
Samsung Electronics America June 2015 - Present
The Depository Trust & Clearing Corporation May 2013 - June 2015
Rutgers Business School September 2008 - May 2014
UBS 2009 - 2011
JPMorgan Chase October 2005 - March 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, SPSS, Bloomberg Terminal, Outlook, Customer Service, Probability, Statistics, Access, Public Speaking, Supply Chain Management, Logistics, Financial Modeling, Team Leadership, Teamwork, Team Building, Leadership, Market Research, Negotiation, Fundraising, Investment Analysis, Futures, Financial Analysis, Project Management, Cross-functional Team..., Training, Time Management, Analysis, Management, Data Analysis, Forecasting, Auditing, SAP, Finance, Risk Management
Education
Rutgers Business School 2008 — 2014
Bachelor's degree, Finance and Financial Management Services
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2014
Bachelor of Science, Finance & Supply Chain Management
Samsung Electronics America June 2015 - Present
The Depository Trust & Clearing Corporation May 2013 - June 2015
Rutgers Business School September 2008 - May 2014
UBS 2009 - 2011
JPMorgan Chase October 2005 - March 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, SPSS, Bloomberg Terminal, Outlook, Customer Service, Probability, Statistics, Access, Public Speaking, Supply Chain Management, Logistics, Financial Modeling, Team Leadership, Teamwork, Team Building, Leadership, Market Research, Negotiation, Fundraising, Investment Analysis, Futures, Financial Analysis, Project Management, Cross-functional Team..., Training, Time Management, Analysis, Management, Data Analysis, Forecasting, Auditing, SAP, Finance, Risk Management
Education
Rutgers Business School 2008 — 2014
Bachelor's degree, Finance and Financial Management Services
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2014
Bachelor of Science, Finance & Supply Chain Management
Antonio Germano's UBS Experience 1995 - 1997
Job Director at MUFG Americas
Industry Banking
Experience
MUFG Americas November 2014 - Present
Bank of Tokyo-Mitsubishi UFJ December 2004 - November 2014
ACBS 2000 - 2004
FIS - Fidelity Information Services 1997 - 2000
UBS 1995 - 1997
First Fidelity Bank 1994 - 1995
Skills
Risk Management, Business Requirements, Credit, Capital Markets, Visio, Loans, Commercial Banking, Requirements Analysis, Project Management, Banking, Business Analysis, SDLC, Business Intelligence, Vendor Management, Financial Risk, Process Improvement, Integration, Investment Banking, Credit Risk, PMO, Portfolio Management, Back Office, Financial Services, Requirements Gathering, SWIFT payments, Derivatives, FX Options
Education
Kearny High School
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA), Finance and MIS
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Mathematics and Economics
MUFG Americas November 2014 - Present
Bank of Tokyo-Mitsubishi UFJ December 2004 - November 2014
ACBS 2000 - 2004
FIS - Fidelity Information Services 1997 - 2000
UBS 1995 - 1997
First Fidelity Bank 1994 - 1995
Skills
Risk Management, Business Requirements, Credit, Capital Markets, Visio, Loans, Commercial Banking, Requirements Analysis, Project Management, Banking, Business Analysis, SDLC, Business Intelligence, Vendor Management, Financial Risk, Process Improvement, Integration, Investment Banking, Credit Risk, PMO, Portfolio Management, Back Office, Financial Services, Requirements Gathering, SWIFT payments, Derivatives, FX Options
Education
Kearny High School
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA), Finance and MIS
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Mathematics and Economics
Catherine Monaco's UBS Experience March 2005 - November 2008
Job Director of Client Relations at Linden Global Strategies LLC
Industry
Experience
Linden Global Strategies LLC March 2012 - Present
HM Fund Management November 2008 - November 2011
UBS March 2005 - November 2008
Goldman Sachs November 1999 - March 2005
Zero Hour Records August 1998 - November 1999
Morgan Stanley April 1991 - August 1998
Skills
Microsoft Excel, Microsoft Office, Customer Service, Recruiting, New Business Development, Microsoft Word, PowerPoint, Finance, Training, Account Management, Strategic Planning, Negotiation, Analysis, Investments, Marketing
Education
Rowan University
Bachelor of Arts (B.A.), Theatre
Linden Global Strategies LLC March 2012 - Present
HM Fund Management November 2008 - November 2011
UBS March 2005 - November 2008
Goldman Sachs November 1999 - March 2005
Zero Hour Records August 1998 - November 1999
Morgan Stanley April 1991 - August 1998
Skills
Microsoft Excel, Microsoft Office, Customer Service, Recruiting, New Business Development, Microsoft Word, PowerPoint, Finance, Training, Account Management, Strategic Planning, Negotiation, Analysis, Investments, Marketing
Education
Rowan University
Bachelor of Arts (B.A.), Theatre
Ellen Marts's UBS Experience January 2011 - Present
Job Sr Registered Client Services Associate at UBS
Industry Financial Services
Experience
UBS January 2011 - Present
Wells Fargo Advisors October 2009 - February 2010
Morgan Keegan February 2005 - October 2009
UBS June 1981 - February 2005
Skills
Public Speaking, Business Analysis, Strategic Planning, Series 65, Uniform Combined State..., Process Improvement, Marketing Strategy, Series 24, Budgets, FINRA, Securities, Series 7, Sales, Series 63, Team Building, New Business Development, Wealth Management, Mutual Funds
Education
Rowan University 1971 — 1972
Elementary Education
Tusculum College 1969 — 1971
Elementary Education
Rutgers University
Elementary Education
St. Rose of Lima Catholic School
UBS January 2011 - Present
Wells Fargo Advisors October 2009 - February 2010
Morgan Keegan February 2005 - October 2009
UBS June 1981 - February 2005
Skills
Public Speaking, Business Analysis, Strategic Planning, Series 65, Uniform Combined State..., Process Improvement, Marketing Strategy, Series 24, Budgets, FINRA, Securities, Series 7, Sales, Series 63, Team Building, New Business Development, Wealth Management, Mutual Funds
Education
Rowan University 1971 — 1972
Elementary Education
Tusculum College 1969 — 1971
Elementary Education
Rutgers University
Elementary Education
St. Rose of Lima Catholic School
DeeAnna Warrington's UBS Experience September 2006 - January 2010
Job HRIS Analyst at AdvantageCare Physicians
Industry Human Resources
Experience
AdvantageCare Physicians January 2014 - Present
Self-Employed April 2010 - Present
Mack-Cali Realty Corporation September 2013 - September 2013
International Union of Operating Engineers June 2013 - June 2013
United Community Corporation, Inc. June 2012 - January 2013
UBS September 2006 - January 2010
Horizon Blue Cross Blue Shield of New Jersey November 2005 - May 2006
Rutgers University September 2000 - May 2005
Skills
PeopleSoft, HRIS, E-Time, Employee Benefits, Management, ADP Payroll, Payroll Administration, MS Excel Pivot Tables, Vlookup, Employee Relations, PeopleSoft CRM, Rumba, HR Policies, Client Services, Benefits Administration, Payroll, Variance Analysis, 401k, Finance, Confidentiality, Lifecycle, Data Entry, HRIS Database Management, FMLA, COBRA, WebEx, Long-Term Disability, I-9 Compliance, Call Centers, Staff Training, Negotiation, Payroll Services, Job Description Creation, Candidate Generation, Editing, Proofreading, Case Managment, Severance, Data Quality, Auditing, Employee Handbooks, Disability Claims..., Office Administration, Office Management, Microsoft Office, File Management, Corporate Communications, Communication
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2000 — 2005
BS, Business Management, 3.2
AdvantageCare Physicians January 2014 - Present
Self-Employed April 2010 - Present
Mack-Cali Realty Corporation September 2013 - September 2013
International Union of Operating Engineers June 2013 - June 2013
United Community Corporation, Inc. June 2012 - January 2013
UBS September 2006 - January 2010
Horizon Blue Cross Blue Shield of New Jersey November 2005 - May 2006
Rutgers University September 2000 - May 2005
Skills
PeopleSoft, HRIS, E-Time, Employee Benefits, Management, ADP Payroll, Payroll Administration, MS Excel Pivot Tables, Vlookup, Employee Relations, PeopleSoft CRM, Rumba, HR Policies, Client Services, Benefits Administration, Payroll, Variance Analysis, 401k, Finance, Confidentiality, Lifecycle, Data Entry, HRIS Database Management, FMLA, COBRA, WebEx, Long-Term Disability, I-9 Compliance, Call Centers, Staff Training, Negotiation, Payroll Services, Job Description Creation, Candidate Generation, Editing, Proofreading, Case Managment, Severance, Data Quality, Auditing, Employee Handbooks, Disability Claims..., Office Administration, Office Management, Microsoft Office, File Management, Corporate Communications, Communication
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2000 — 2005
BS, Business Management, 3.2
K. Ming Pun's UBS Experience 2006 - 2011
Job Banking Professional
Industry Banking
Experience
UBS 2006 - 2011
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
B. A., Economics
UBS 2006 - 2011
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
B. A., Economics
Samuel Yau's UBS Experience June 2012 - August 2012
Job Software engineer at Justworks
Industry Computer Software
Experience
Justworks February 2015 - Present
Citi July 2013 - February 2015
UBS June 2012 - August 2012
Switch2Health January 2012 - May 2012
Rutgers New Brunswick Computing Services March 2011 - January 2012
Skills
MySQL, Java, Python, Networking, SQL, Android, Unix, XML, HTML, Bash, Ruby, Ruby on Rails, JavaScript, jQuery, Android Development, Shell Scripting, CSS
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (B.S.), Computer Science
phhs
Justworks February 2015 - Present
Citi July 2013 - February 2015
UBS June 2012 - August 2012
Switch2Health January 2012 - May 2012
Rutgers New Brunswick Computing Services March 2011 - January 2012
Skills
MySQL, Java, Python, Networking, SQL, Android, Unix, XML, HTML, Bash, Ruby, Ruby on Rails, JavaScript, jQuery, Android Development, Shell Scripting, CSS
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (B.S.), Computer Science
phhs
Christopher Stief's UBS Experience September 2006 - May 2007
Job Vice President at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust July 2014 - Present
JPMorgan Chase May 2007 - July 2014
UBS September 2006 - May 2007
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2007
Bachelor's degree, Finance, General
Wilmington Trust July 2014 - Present
JPMorgan Chase May 2007 - July 2014
UBS September 2006 - May 2007
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2007
Bachelor's degree, Finance, General
Tessa Zhang's UBS Experience May 2015 - August 2015
Job Student at Rutgers, The State University of New Jersey Rutgers Business School
Industry Financial Services
Experience
UBS May 2015 - August 2015
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Teamwork, Microsoft Office, Management, Leadership, Research, Social Media, Customer Service, PowerPoint, Photoshop, Time Management, Social Networking, HTML
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2018
Bachelor’s Degree, Finance, General
West Windsor- Plainsboro High School North 2010 — 2014
High School Dipolma
UBS May 2015 - August 2015
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Teamwork, Microsoft Office, Management, Leadership, Research, Social Media, Customer Service, PowerPoint, Photoshop, Time Management, Social Networking, HTML
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2018
Bachelor’s Degree, Finance, General
West Windsor- Plainsboro High School North 2010 — 2014
High School Dipolma
Fletcher Baker's UBS Experience May 2014 - August 2014
Job Student at Rollins College
Industry
Experience
UBS May 2014 - August 2014
Education
Rollins College 2013 — 2015
UBS May 2014 - August 2014
Education
Rollins College 2013 — 2015
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.