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
True World Group January 2012 - November 2014
UBS 2011 - March 2012
Skills
Organizational..., Talent Acquisition, Interviews, Onboarding, Recruiting, Leadership, Personnel Management, Applicant Tracking...
Education
Rutgers University 2006 — 2010
UBS April 2012 - Present
Merrill Lynch May 2006 - April 2012
Education
Rutgers University 1986 — 1989
BS Marketing
Hispanic Scholarship Fund August 2014 - Present
Pico Quantitative Trading September 2011 - September 2013
Honeywell Transportation Systems Turbo Technologies November 2007 - August 2011
UBS March 2005 - October 2007
Phoenix Corporation / Internet Café Services February 2003 - March 2005
JPMorgan Chase April 2001 - February 2003
Goldman Sachs/Spear Leads & Kellogg*s November 1999 - April 2001
Infocom Systems Services July 1998 - November 1999
Skills
Product Development, Trading Systems, Integration, Software Development, Management, Software Project..., Business Development, Microsoft Office, Analysis
Education
Rutgers University-New Brunswick 1993 — 1998
BSEE, Electrical Engineering
Origami Studios January 2012 - Present
Origami Associates March 2010 - January 2014
BMA Asset Management January 2007 - December 2009
Independent Contractor 2008 - 2009
UBS May 2005 - August 2007
CNA Insurance July 2003 - December 2004
Skills
Management, Business Development, New Business Development, Operations Management, Banking, Leadership, Entrepreneurship, Business Process, Investments, Marketing, Change Management, Project Management, Asset Management, Asset Managment, Business Analysis, Team Management, Insurance, Strategy, Creative Problem Solving, Team Leadership, Relationship Building, Android Development, iOS Development, User Interface Design, Sales
Education
Stevens Institute of Technology 2004 — 2006
Master of Science, Management, Project Management
Rutgers, The State University of New Jersey-Newark 1999 — 2003
Bachelors of Arts, Information Systems, Mathematics
Institute of Management Sciences 1996 — 1999
Bachelors of Science, Computer Science
APS 1983 — 1992
Citigroup December 2010 - Present
City of New York February 2009 - December 2010
JPMorgan Chase January 2004 - November 2008
US Trust February 2002 - January 2004
Citi Group 2000 - 2002
EBS Dealing Resources 1998 - 2000
UBS 1996 - 1998
Skills
Business Analysis, Process Engineering, Project Coordination, SDLC, Business Requirements, Requirements Gathering, User Acceptance Testing, Requirements Analysis, Visio, Vendor Management, Data Modeling, Systems Analysis, Software Project..., Data Warehousing, Process Improvement, SQL, Integration, Business Process..., Quality Assurance, Business Intelligence, Software Development, Agile Methodologies, Business Process Design, Access, IT Strategy, Business Process, Project Planning, SharePoint, Agile Project Management, Software Quality..., MS Project, Software Documentation, Strategy, Testing, Quality Center, Business Objects, Business Process..., Data Migration, Analysis, Test Cases, Requirements Management, Data Analysis, Enterprise Architecture, PMP, Project Portfolio..., PMO
Education
Rutgers University-New Brunswick 1988 — 1992
BA, Computer Science, Philosophy
Science High School 1984 — 1988
High School
UBS January 2015 - Present
UBS Wealth Management October 2013 - January 2015
Crowe Horwath LLP June 2012 - October 2013
Signature Bank March 2011 - June 2012
Signature Bank July 2008 - March 2011
Signature Securities Group June 2008 - July 2008
Monmouth County Prosecutors Office June 2007 - August 2007
Skills
AML, Financial Services, KYC, Banking, Securities, Investments, Auditing, CAMS, USA PATRIOT Act, Bank Secrecy Act, Compliance, Actimize, Transaction Monitoring, Surveillance, AML Audit, Internal Audit, Internal Controls, Risk Assessment, EDD, CDD, Due Diligence, Financial Institutions, Wealth Management, Brokerage, Core Banking, Correspondent Banking, Data Validation, Problem Solving, Documentation, Research, Microsoft Office, PowerPoint, Outlook, Customer Service, Sanction, Microsoft Excel, Microsoft Word, OFAC, Anti Money Laundering
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2008
Master of Arts (M.A.), Criminal Justice
Richard Stockton College of New Jersey 2004 — 2007
Bachelor of Arts (B.A.), Criminal Justice
Arizona Department of Corrections 2005 - 2007
First National Bank of Arizona 2004 - 2005
Wells Fargo Home Mortgage 2002 - 2005
UBS 1999 - 2002
Pershing, a BNY Mellon company 1997 - 1999
The Nishi-Nippon Bank, Ltd. January 1997 - December 1997
JB Oxford May 1996 - December 1996
Skills
Auditing, Budget Process, Compliance, Financial Statements, Forecasting, Project Management, Report Writing, Risk Management, State Government, Structured Analysis, Financial Analysis, Financial Services
Education
Salve Regina University 1995 — 1996
Graduate Studies, International Relations and Economics
Rutgers University-New Brunswick 1993 — 1995
Bachelor of Arts (BA), Economics and Political Science
CIT October 2013 - Present
FDM Group January 2012 - Present
UBS August 2012 - June 2013
Scholarly Communications Center January 2010 - March 2012
Alexander Library May 2003 - January 2010
Education
Rutgers University-New Brunswick 2007 — 2011
Bachelor, Information Technology and Informatics
Morgan Stanley Wealth Management January 2013 - Present
UBS June 1999 - January 2013
Walt Disney World May 1997 - August 1997
Skills
Series 7, Series 63, Series 65
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
Bachelor of Arts (B.A.), English
Marlboro High School
UBS Wealth Management January 2015 - Present
UBS Wealth Management June 2012 - January 2015
Bank of America Merrill Lynch July 2010 - May 2012
Bank of America Merrill Lynch April 2006 - July 2010
UBS September 2000 - April 2006
Skills
Financial Services, Strategic Planning, Series 7, Strategy, Leadership, Management, Finance, Mutual Funds, Project Management, Wealth Management, Business Analysis, Risk Management, Investments, Relationship Management, Business Development, Product Management
Education
Rutgers University-New Brunswick
Business
UBS May 2015 - Present
UBS December 2014 - April 2015
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, PowerPoint, Customer Service, Public Speaking, Social Networking, Teamwork, Time Management, Leadership, Financial Analysis, Outlook, Analysis, Event Planning, Facebook, Research
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Political Science
Reality Shares, Inc. February 2015 - Present
Frontpoint Communications, LLC May 2013 - February 2015
First Solar September 2010 - May 2013
Deutsche Bank January 2001 - September 2010
UBS April 1999 - January 2001
GE May 1995 - April 1999
GE 1999 - 1999
Time Warner Cable May 1994 - September 1994
Eric Mower and Associates 1994 - 1994
IBM May 1992 - September 1992
Skills
Crisis Communications, Media Relations, Internal Communications, Talent Management, Financial Communications, Corporate Communications, Public Relations, Marketing Communications, Social Media, Strategic Communications, Communication Training, Crisis Management, Press Releases, Leadership, Advertising, Integrated Marketing, Strategic Planning, Marketing, Management, Competitive Analysis, Investor Relations, Business Development, Program Management, Mergers & Acquisitions, Community Development, Public Speaking, Speech Writing, Strategy, Public Affairs, Reputation Management, Strategic Partnerships, Publications, Copywriting, Thought Leadership, Communications Planning, Corporate Social..., Message Development, Brand Management, Event Management, Positioning, Newsletters, Spokesperson, Messaging, Internal & External..., Intranet, Marketing Strategy, Editing, Social Media Marketing, Blogging, Writing
Education
S.I. Newhouse School of Public Communications at Syracuse University 1991 — 1995
Bachelor of Science (BS) Dual degree w/ honors, Public Relations, Summa cum laude
Syracuse University - Martin J. Whitman School of Management 1991 — 1995
Bachelor of Science (B.S.), dual degree w/ honors, Marketing Management, Summa cum laude
Fidelity Investments December 2014 - Present
UBS January 2009 - December 2014
Merrill Lynch June 2004 - January 2009
J.P. Morgan June 2000 - September 2000
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.)
Pershing February 2009 - Present
ubs 1997 - 2007
lehman brothers 1988 - 1997
Skills
Hedge Funds, Fixed Income, Equities, Capital Markets, Management, Derivatives, Financial Services, Asset Management, Investment Banking, Securities, Strategic Planning, Alternative Investments, Prime Brokerage, Series 7, Leveraged Finance, Trading, Financial Markets
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
Bachelor of Science (B.S.), Economics/Finance
UBS July 2004 - Present
Oppenheimer & Co. July 1997 - July 2004
Education
Seton Hall University 1984 — 1993
MBA, Finance & Management
Rutgers, The State University of New Jersey-Newark 1979 — 1984
BA, Management & Finanace
East Side HS
East Side HS
East Side HS
Omnibus Consulting October 2014 - Present
Brown Brothers Harriman September 2008 - July 2014
Summit Financial Resources July 2005 - September 2008
Sloan Securities April 2004 - July 2005
UBS May 2001 - April 2004
Wells Fargo Advisors June 1997 - May 2001
Skills
Bloomberg, Asset Allocation, Equities, Fixed Income, Insurance, Management, Mutual Funds, Trading, Training, Investments, Asset Management, Hedge Funds, Series 7
Education
Northeastern University 2013 — 2014
Certificate Program- management, Advanced certificate in Management
Rutgers, The State University of New Jersey-Newark 2004 — 2007
B.S, Finance
Actualize Consulting June 2013 - Present
SuperDerivatives February 2012 - June 2013
Reval 2008 - 2012
Morgan Stanley 2006 - 2008
Forex Capital Markets 2005 - 2005
UBS 2004 - 2005
Skills
FX Options, Derivatives, Capital Markets, Hedging, Risk Management, Treasury Management
Education
Rutgers University-New Brunswick
BS, Finance
Marc A. Kane, CPA September 2014 - July 2015
Digitek Computer Products April 2013 - April 2014
ESHA CORPORATION October 2011 - April 2013
Bridgepoint Mortgage Co. September 2007 - July 2011
SHI International Corp. September 2007 - August 2008
UBS June 2006 - September 2006
The Rutgers Foundation November 2004 - February 2006
Skills
Sales, Salesforce.com, SAP, CRM, New Business Development, Key Account Management, Key Account Development, Relationship Building, Telemarketing, Employee Training, SEO, Market Penetration, Vertical Marketing, Sales Management, Team Building, B2B, Account Management, Strategic Partnerships, Leadership, Solution Selling, Lead Generation, Sales Process, Business Development, Direct Sales
Education
Rutgers University-New Brunswick 2004 — 2008
Bachelor of Arts (BA), Economics
UBS April 2015 - Present
UBS August 2011 - Present
Trading Cross Connects US LLC and Bay Head CI US Holdings LLC September 2009 - July 2011
ICAP 2007 - 2009
ICAP 2004 - 2007
Brokertec Futures Exchange, LLC 2001 - 2004
JP Morgan Chase 2000 - 2001
Aubrey G. Lanston & Co (division of Industrial Bank of Japan, Ltd.) 1998 - 1999
Aubrey G. Lanston & Co (division of Industrial Bank of Japan, Ltd.) 1996 - 1998
Cargill Investor Services 1995 - 1996
Skills
Financial Reporting, FX, Fixed Income, Forecasting, Futures, IT Financial Management, Administration, Business Case, Compensation Review, Benefits Analysis, Insurance Negotiations, Business Process...
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Finance and Accounting
Rutgers University-New Brunswick 1989 — 1993
B.S., Finance
UBS August 2015 - Present
UBS June 2014 - August 2014
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Science (B.S.), Industrial and Systems Engineering, High Honors
UBS May 2015 - Present
UBS Wealth Management February 2007 - Present
Hamilton & Company 2004 - 2007
UBS PaineWebber December 1999 - June 2004
Skills
Performance Measurement, Risk Analytics, Performance Analysis, Passed CIPM Principles..., Research, GIPS, Bloomberg Terminal, Alternative Investments, Equities, Performance Reporting, Business Analysis, Requirements Gathering, Fixed Income, Mutual Funds, Bloomberg, Analysis, Asset Allocation
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Communications
UBS March 2013 - Present
Credit Suisse June 2010 - March 2013
Goldman Sachs June 2008 - May 2010
Goldman Sachs September 2005 - May 2008
Skills
Wealth Management..., Securities, Private Banking, Wealth Management, Equities, Fixed Income, Investments, Financial Analysis, Bloomberg, Financial Modeling, Portfolio Management, Hedge Funds, Capital Markets
Education
Rutgers University 2001 — 2005
Political Science, Economics
Atlantic Trust October 2013 - Present
UBS May 2007 - June 2012
AXA Advisors October 2006 - May 2007
AXA Advisors March 2004 - October 2006
American Express Financial Advisors October 2003 - February 2004
Blinds To Go November 2001 - July 2003
Blinds To Go May 2000 - November 2001
Macy's September 1999 - May 2000
Skills
Wealth Management, Equities, Relationship Management, Product Management, Operations Management, New Business Development, Direct Sales, Team Building, Leadership Development, Team Leadership, Microsoft Office, Coaching, Marketing Communications, Event Management, Business Strategy, Financial Services, Program Management, Superior Client Service, Series 7, Project Management, Account Analysis, Conflict Resolution, Series 66
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor of Arts (B.A.), Communication
Malayan Banking Berhad (Maybank) February 2015 - Present
BBVA 2014 - 2015
UBS 2014 - 2014
Safra National Bank of New York 2014 - 2014
Aflac 2013 - 2013
SUNY Levin Institute 2012 - 2012
Common Desk 2012 - 2012
Habib Bank Limited 2010 - 2011
Dexia Credit Local 2010 - 2010
Barclays Capital 2009 - 2010
Skills
Financial Analysis, Account Reconciliation, Financial Reporting, Accounting, Banking, Budgets, Finance, Management, Forecasting, Financial Accounting, Accounts Payable, Project Management, IFRS, General Ledger, Financial Statements, Microsoft Excel, Microsoft Word, Analysis, QuickBooks, US GAAP reporting, Fixed Assets, Income Statement, Journal Entries, Financial Services, Financial Modeling, GAAP, Risk Management, US GAAP, P&L, Head Office Reporting, Budgeting, Accounting Analysis, IDOM SOFGEN Reg..., Regulatory Reporting, NY State Life Insurance..., FRB IESUB Regulatory..., Derivatives, Microsoft Powerpoint, Time Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelors Degree, Accounting and Economics
Royal Bank of Scotland September 2014 - Present
Royal Bank of Scotland September 2014 - Present
UBS March 2004 - October 2013
Georgia-Pacific/Fort James May 1999 - January 2004
The Common Fund 1992 - 1996
The Common Fund 1992 - 1996
Skills
Windows 7, Bloomberg,..., Trading Systems, Derivatives, Disaster Recovery, Vendor Management, Enterprise Architecture, Leadership, Investment Banking, Fixed Income, Equities, Project Management, VMware, ITIL, IT Management, Bloomberg, Capital Markets, Hedge Funds, Risk Management, IT Strategy, Market Data, Electronic Trading, Data Center, SDLC, Business Analysis
Education
Sacred Heart University 1996 — 1998
Master's degree, Finance, General, Magna Cum Laude
Sacred Heart University 1992 — 1996
Bachelor's degree, Business Administration and Management, General, Magna Cum Laude
CIBC March 2013 - Present
CIBC Mellon February 2012 - March 2013
CIBC Mellon October 2009 - March 2012
ExxonMobil July 2008 - July 2009
ExxonMobil October 2006 - June 2008
ExxonMobil April 2005 - September 2006
ImperialOil April 2003 - March 2005
UBS August 1996 - February 1998
Skills
Solution Architecture, Unix, Systems Analysis, Business Analysis, System Design, Agile Methodologies, Data Warehousing, Technical Presentations, Project Estimation, Technical Leadership, Project Management, Process Improvement, System Architecture, Software Consulting, Software Cost Estimation, Technical Project..., Proof of Concept, Databases, Solution Implementation, Change Management, Resource Allocation, Technical Writing, Resource Development, Executive-level..., Technology Integration, Data Integration, Technology Consolidation, Hiring Employees, performance app, System Implementations, Sun Certified Java..., PMP, TOGAF, Threat Analysis, Business Continuity..., Mergers & Acquisitions, ITIL v3 Foundations..., Recognition Awards, Information Technology, Disaster Recovery
Education
Ryerson University 1998 — 2002
Bachelor's Degree, Business Information Systems (BCom)
Julia B. Fee Sotheby's International Realty January 2015 - Present
Coldwell Banker Residential Brokerage November 2004 - January 2015
UBS 1995 - 1999
ubs securities 1987 - 1995
Skills
Relocation, First Time Home Buyers, Buyer Representation, Sellers, Short Sales, Condos, New Home Sales, Single Family Homes, Investors, ABR, Waterfront, Investment Properties, Real Estate Transactions, Real Estate, Referrals, Listings, Residential Homes, Townhomes
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
Bachelor of Arts (B.A.), Economics
Wds
UBS September 2001 - August 2002
UBS February 2000 - September 2001
Prudential Financial January 1996 - August 1998
Prudential Financial September 1991 - December 1995
Skills
Web Content, Project Planning, Quality Assurance
Education
Rutgers University-New Brunswick
Bachelor of Arts (BA), English Language and Literature, General
Rutgers University 2013 - Present
UBS June 2014 - August 2014
Skills
Java, PHP, SQL, C language, HTML, Programming, Troubleshooting, Technical Support, Leadership, Databases, Functional Programming, C#, Scheme, C, OS X, Eclipse
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Science (BS), Computer Science, Cognitive Science
Bank of America June 2015 - Present
Sacred Heart University January 2015 - Present
Belden Hill Partners January 2015 - May 2015
BMW of Ridgefield May 2014 - August 2014
UBS May 2014 - May 2014
Treasury Partners January 2014 - May 2014
Moe's Southwest Grill February 2010 - January 2014
Skills
Leadership, Time Management, Sales, Windows, Teamwork, Networking, Microsoft Office, Microsoft Excel, Financial Analysis, Management, Training, Analysis, Financial Modeling, Public Speaking, PowerPoint
Education
Sacred Heart University 2012 — 2016
BS, Double Major: Finance, Business Economics
Southington High School 2008 — 2012
International Schools Services March 2009 - Present
K. Hovnanian Homes September 2002 - March 2009
UBS September 1996 - September 2002
J.B. Hanauer & Co. November 1994 - September 1996
Prudential Securities December 1992 - November 1994
Skills
Staff Development, Risk Management, Corporate Governance, Strategic Planning, Compliance, Nonprofits, Securities Regulation, Educational Leadership, Research, Training, Legal Writing, Finance, Strategy, Management, Financial Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General, Political Science
UBS May 2012 - Present
Morgan Stanley Smith Barney January 2003 - May 2012
Education
Rutgers University
Bachelor of Science (BS), Accounting and Finance
Bluerock Real Estate February 2015 - Present
Northwestern Mutual March 2011 - November 2014
Wells Fargo Advisors August 2010 - February 2011
Merrill Lynch November 2009 - August 2010
PNC Financial Services Group April 2009 - November 2009
UBS November 2007 - April 2009
Lakeview Mortgage Co., LLC September 1999 - October 2007
Skills
Finance, Investments, Financial Planning, Wealth Management, Management, Insurance, Sales, Strategy, Marketing, Leadership
Education
Rutgers University-New Brunswick 1988 — 1993
Bachelor of Arts, Economics
Delbarton School 1984 — 1988
IPsoft March 2015 - Present
UBS September 2011 - December 2014
Skills
Java, SQL, Unix, HTML, JavaScript, Unix Shell Scripting, Java Enterprise Edition, Microsoft Word, JUnit, Microsoft Office, Oracle, Outlook, Management, Hibernate, PowerPoint, Shell Scripting, PL/SQL, Tomcat, Research, Leadership, Customer Service, Access
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor's degree, Information Technology
Inbox May 2013 - Present
Accenture Development Partnerships March 2013 - August 2013
Accenture September 2012 - August 2013
Accenture July 2010 - August 2011
TD Bank June 2009 - August 2009
UBS June 2008 - August 2008
Skills
Mergers, Accounting, Financial Modeling, Management Consulting, Financial Analysis, Valuation, Corporate Finance, Acquisition Integration, Due Diligence, Operating Models, Business Analysis, Business Strategy, Mergers & Acquisitions, Strategy, Private Equity, Competitive Analysis, Finance, Investment Banking, Analysis, Business Development, Forecasting, Program Management, Project Management, Entrepreneurship, Management, Consulting, Investments, Emerging Markets, Analytics, Strategic Consulting, Project Planning
Education
Columbia University 2010 — 2012
Quantitative Finance
Rutgers University-New Brunswick 2006 — 2010
BSc Honors, Finance, Mathematics, Middle Eastern Studies
Investment Banking Institute 2007 — 2007
Untracht Early LLC June 2015 - Present
Aerosoles June 2013 - June 2015
Pinnacle Foods October 2010 - May 2013
UBS 2005 - 2010
CIT 2004 - 2005
PwC 2000 - 2004
Deloitte 1994 - 2000
Education
Rutgers, The State University of New Jersey-Newark
MBA, professional accounting
S3 Partners March 2013 - Present
Credit Suisse 2001 - 2013
UBS 1997 - 2001
London Global Securities 1995 - 1997
Prudential Insurance Company of America 1989 - 1995
Skills
Securities Lending, Swaps, Collateral Management, Equities, Fixed Income, ETFs, Series 24, Prime Brokerage
Education
Rutgers University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Prudential Financial July 2014 - Present
Prudential Financial January 2013 - July 2014
Prudential Financial October 2011 - December 2012
Transamerica Retirement Solutions November 2007 - October 2011
Rutgers Business School 2009 - 2011
Transamerica Retirement Solutions August 2006 - December 2007
Transamerica Retirement Solutions September 2005 - August 2006
UBS March 2004 - August 2005
Self Employed November 1997 - March 2004
Skills
Customer Experience..., Strategy, CRM, Leadership, Project Management, Business Strategy, Retirement Planning, Mutual Funds, Analysis, Management, Marketing, Training, Business Development, Budgets, Mentoring, Qualified Retirement..., Process Improvement, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
EMBA, Marketing
Rutgers College 1992 — 1997
B.A, Economics
Clarendon Insurance Group 2010 - Present
Federal Reserve Board July 2006 - September 2007
UBS 2005 - 2005
Education
The London School of Economics and Political Science (LSE) 2007 — 2009
Rutgers, The State University of New Jersey-Newark 2003 — 2006
Mathematics; Economics
UBS February 2012 - Present
UBS 2011 - 2011
Accenture May 2008 - August 2008
HCL Infosystems Ltd May 2007 - August 2007
Skills
C++, Java, SQL, C, JavaScript, XML, HTML, Shell Scripting, C#, .NET, JSON, Maven, Flex, DB2, Dojo
Education
Rutgers University 2009 — 2011
M.S, Computer Science engineering
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
MS, CS
Uttar Pradesh Technical University 2005 — 2009
B.S, Computer Science engineering
Juice Source September 2015 - Present
Citibank December 2008 - Present
UBS 2004 - 2007
CR Bard February 2003 - September 2004
DELOITTE September 1999 - August 2002
Skills
Financial Reporting, SOX, Essbase, GAAP, Internal Controls, PeopleSoft, Internal Audit, Audit, SEC reporting, Financial Analysis, Forecasting, Financial Modeling, IFRS, Accounting, Derivatives, Financial Accounting, Cash, Financial Planning, Budgeting, Risk Management, Corporate Finance, Auditing, Reconciliation, Risk, Financial Control, Sarbanes-Oxley Act, Account Reconciliation, Strategic Financial..., Financial Risk, Cash Management, Banking, Variance Analysis, Financial Services, Finance, Credit Risk, Operational Risk, Process Improvement, Analysis, Business Analysis, SEC filings
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1998
Bachelor of Science (BS), Accounting
Halcyon Asset Management June 2014 - Present
UBS August 2012 - June 2014
UBS June 2011 - August 2011
First Investors Corporation 2010 - 2010
Skills
Structured Products, Derivatives, Economics, Rates, Fixed Income, Middle Office, Bloomberg, Credit, Financial Markets, Valuation, Bloomberg Terminal, Investment Banking, Financial Risk, Portfolio Management, Trading
Education
Sacred Heart University 2008 — 2012
Bachelors of Science, Finance and Economics, 3.92
PwC October 2014 - Present
PwC August 2011 - Present
Global Softek August 2005 - Present
Ascend - Metro New York June 2011 - November 2012
BRAC USA (JP Morgan Chase Public Service) May 2008 - August 2008
Bear Stearns May 2008 - May 2008
UBS May 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Due Diligence, Mergers, Financial Risk, Financial Reporting, Investments, Financial Analysis, Valuation, Private Equity, Mergers & Acquisitions, Corporate Finance
Education
CFA 2008 — 2011
CPA 2010 — 2010
CAIA 2011 — 2012
CAIA Level 2
City University of New York-Baruch College 2009 — 2011
MS, Accounting
Rutgers, The State University of New Jersey-Newark 2005 — 2009
BS, Finance and Economics
The Hyderabad Public School 2002 — 2004
Accounts, Economics and Commerce
St. Josephs Public School 1991 — 2002
UBS October 2008 - Present
Merrill Lynch January 1993 - October 2008
Smith Barney January 1983 - December 1993
Schering-Plough February 1977 - December 1983
Skills
Portfolio Management
Education
Rutgers University
MBA, Finance
CIT April 2013 - Present
Credit Suisse December 2011 - April 2013
Russell Reynolds Associates December 2010 - December 2011
QBE May 2010 - November 2010
UBS November 2000 - February 2010
ADP 1997 - 2000
Skills
Vendor Management, Project Management, Management, CRM, Business Analysis, Financial Services, Risk Management, Program Management, SDLC, Change Management, Process Improvement, PMO, IT Strategy, Wealth Management, Financial Reporting, Leadership, Analysis, Insurance, Stakeholder Management, Foreign Exchange, Business Management, People Management, Matrix Management, Strategy, Integration, Finance, Governance
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2000
Bachelor of Science, Accounting
Rutgers, The State University of New Jersey-Newark 1997 — 2000
Bachelor of Science (B.S.), Accounting
UBS May 2015 - Present
Barclays June 2011 - May 2015
AllianceBernstein 2008 - June 2011
Dealogic 1999 - 2008
Continental Grain Company 1998 - 1999
Unilever Bestfoods 1996 - 1998
LabCorp 1993 - 1996
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1988 — 1992
BS, Finance
Rutgers, The State University of New Jersey-Newark 1988 — 1992
BA, Economics
UBS August 2013 - Present
JPMorgan Chase March 2012 - October 2012
UBS Investment Bank June 2012 - August 2012
HEDGEAnswers September 2011 - December 2011
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
Bachelor's degree, Finance
University of Central Florida
Whirlpool Corporation June 2014 - August 2014
Prudential Financial September 2011 - May 2013
Prudential Financial June 2008 - September 2011
UBS June 2006 - August 2007
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Competitive Strategy, Marketing, and Entrepreneurship
Rutgers University 2004 — 2008
Marketing and Finance
American Express February 2012 - April 2015
CIT 2010 - 2011
Prudential Financial 2000 - 2009
UBS 1994 - 2000
Skills
Compliance Auditing,..., Foreign Corrupt..., Risk Management, Anti-Money Laundering..., Process Improvement, Sarbanes – Oxley..., Project Management, Privacy Breach...
Education
Rutgers University-New Brunswick
BA, Economics/Finance
UBS May 2015 - August 2015
RBC Global Asset Management September 2014 - December 2014
Q1 Capital Partners May 2014 - August 2014
Skills
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, VBA, Financial Modeling, Financial Analysis, Bloomberg Terminal, Time Management, Result Oriented, Communication, Public Speaking, Team Oriented, Networking, Self-confidence, Passion for Success, Mentoring, Self-development, Reading, Integrity, Investment Banking
Education
Ryerson University 2012 — 2016
Bachelor of Commerce (BComm), Finance
Mary Ward Center for Self-Directed Learning 2008 — 2012
Ontario Secondary School Diploma
Hackensack University Medical Center May 2005 - Present
UBS June 2015 - August 2015
Barnabas Health March 2012 - February 2013
Mulkay Cardiology August 2011 - March 2012
Skills
C++, C, Java, Health Informatics, PACS, SQL, DICOM, PostgreSQL, JUnit, Medical Imaging, Data Mining, Clinical Research, Healthcare, Radiology, Healthcare Information..., Nuclear Medicine, Healthcare Management, HIPAA, Hospitals, Epic Systems, EHR, EMR, BLS, Computer Architecture, Patient Safety, ICD-9, RIS, Customer Service, Microsoft Excel
Education
Stevens Institute of Technology 2013 — 2015
Master's degree, Computer Science
University of Medicine and Dentistry of New Jersey 2009 — 2010
Bachelor of Science (BS), Nuclear Medical Technology/Technologist, 3.91 GPA
Rutgers, The State University of New Jersey-Newark 2006 — 2010
Bachelor of Science (BS), Allied Health Technologies, Cum laude
AON April 2015 - Present
Expedia Inc. July 2012 - April 2015
Asurion July 2009 - July 2012
UBS AG October 2008 - May 2009
UBS AG October 2006 - October 2008
UBS AG January 2006 - October 2006
UBS November 1997 - December 2005
Pencom Systems March 1997 - October 1997
Bankers Trust August 1996 - March 1997
Paine Webber June 1995 - August 1996
Skills
Leadership, Infrastructure, Cloud Computing, IT Service Management, Data Center, Service Delivery, Strategic Planning, Vendor Management, ITIL, Disaster Recovery, CRM, Governance, Offshoring, Integration, Program Management, Management, Capacity Planning, IT Strategy, Virtualization, Servers, Enterprise Architecture, IT Operations, Enterprise Software, VMware, Networking, IT Management, Cross-functional Team..., Business Continuity, Business Intelligence, Unix, Outsourcing, Storage, System Administration, Business Process..., SDLC, Incident Management, Information Technology, Security, Service Management, Databases, Strategy, Process Improvement, Consulting, Project Management, Business Analysis, Project Portfolio..., Requirements Analysis, Solution Architecture, Software Project..., Change Management
Education
Seton Hall University 1995 — 1998
Master of Business Administration (M.B.A.), Finance, International Business
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science (B.S.), Electrical Engineering
New York Sports Club January 2015 - Present
UBS October 2013 - Present
New York Sports Club October 2014 - December 2014
Hand and Stone Massage and Facial Spa March 2014 - June 2014
Skills
Receptionist Duties, Assisting Others, Production Assistance, Front Office, Customer Service, Phone Etiquette, Email, PowerPoint, Microsoft Excel, Microsoft Word, Millenium, Some Abode Fireworks, Some Photoshop
Education
Rutgers University-New Brunswick 2013 — 2014
None, Psychology, German and English, GPA: 3.75 - Dean's List
University of Michigan - Ann Arbor 2012 — 2013
None, Psychology and German and Theater, GPA: 3.67
Convergex August 2015 - Present
KPMG US June 2015 - August 2015
Borger Financial Services December 2013 - May 2015
UBS June 2014 - August 2014
TD Bank September 2012 - June 2013
Toys R Us September 2011 - September 2012
Skills
Customer Service, Time Management, Sales, Microsoft Word, Banking, Teamwork, Retail, Management, Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Photoshop, Customer Satisfaction, Marketing, Outlook, Social Media Marketing, Project Management
Education
Rutgers University-New Brunswick 2013 — 2017
Bachelor of Science (BS), Finance, 3.90/4.00
Bridgewater Raritan High School 2009 — 2013
Intuit July 2015 - Present
Sony Network Entertainment Int'l (SNEI) June 2014 - September 2014
Rutgers Innovation Education September 2012 - September 2013
Rutgers Advanced Technology Extension June 2011 - September 2012
UBS June 2012 - August 2012
Skills
C++, Programming, Web Development, Matlab, C/C++, Linux, Drupal, SharePoint, MPI, Perl, HTML, CSS, CUDA, MS Project, Computer Graphics, R, Postfix, Apache, MySQL, Web Applications, C, Microsoft Office, Python
Education
University of California, San Diego 2013 — 2015
Master of Science (M.S.), Computer Science
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (B.S.), Electrical and Computer Engineering, Magna Cum Laude
Moody's Corporation November 2011 - September 2015
Thomson Reuters September 2001 - November 2011
General Electric January 1997 - March 2001
Dow Jones November 1987 - January 1997
UBS October 1984 - November 1987
Skills
ITIL, Program Management, Information Security, Business Transformation, Business Development, Six Sigma, Enterprise Risk..., Product Development, Business Process..., Financial Markets, Certified Project..., Vendor Management
Education
Rutgers University-New Brunswick
BA, Computer Science
University of Washington, Michael G. Foster School of Business
MBA, Technology Management
ICV Partners, LLC July 2014 - Present
UBS Investment Bank July 2012 - June 2014
UBS Investment Bank May 2011 - July 2012
UBS May 2010 - August 2010
UBS Investment Bank January 2010 - March 2010
Rutgers University September 2008 - December 2009
Skills
Investment Banking, Financial Modeling, Investments, Financial Analysis, Valuation, LBO, DCF, Business Valuation, Bloomberg, Corporate Finance, Alternative Investments, Capital IQ, Private Equity, Microsoft Excel, PowerPoint, Due Diligence
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
B.S., Finance
A. Gary Shilling & Co., Inc. September 2014 - Present
Predictive Analytics, LLC August 2013 - August 2014
Delta Market Research, Inc. 2011 - March 2013
Global Health Economics & Outcomes Research, Inc. 2010 - 2011
U.S. Department of Commerce 2010 - 2010
UBS July 2006 - September 2006
Skills
Statistics, Qualitative Research, Econometrics, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Office 2007, Writing, Creative Writing, Sales, Marketing, Marketing Strategy, Mathematics, Finance, Financial Analysis, Advertising, Website Development, Website Building, Outcome Measures, Outcome Management, Outcomes Research, Non-profits, Non-profit Consulting, Non-profit Leadership, Economics, Economic Research, Health Economics, Pharmacoeconomics, Financial Research, Quantitative Research, Research, Strategy, Program Evaluation, Analytics, Economic Development, Social Entrepreneurship, Nonprofits, Analysis, Corporate Social..., Market Research, Quantitative Analytics, Proposal Writing, Philanthropy, Social Innovation
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts, Economics
Investment Banking Institute 2009 — 2009
Investment Banking & Financial Analysis Program
Citi 2007 - Present
L&T Infotech September 2003 - Present
Citi 2006 - 2007
UBS April 2006 - October 2006
Bunge 2005 - 2006
Lehman Brothers April 2005 - August 2005
Skills
Business Analysis, Agile Methodologies, PL/SQL, QTP, Actuate Report, UML Tools, SDLC, Requirements Analysis, Software Project..., Oracle, Java Enterprise Edition, DB2, Struts, SQL, Spring, Requirements Gathering, Hibernate, UML, PMO, Visio, Unix, XML, Java, PMP, SOA, Project Management, Agile Project Management, Data Warehousing, Business Requirements, User Acceptance Testing, Enterprise Architecture, Test Automation, Integration, Scrum, Business Intelligence, Global Delivery, IT Strategy, ETL, Project Portfolio..., Data Modeling, Enterprise Data Modeling, Systems Analysis, Program Management, Spring Framework
Education
S.P. Jain Institute of Management & Research 2002 — 2003
PGDIT, IT
University of Mumbai 1997 — 2000
BSc
UBS August 2014 - Present
Skills
SaaS, Business Analysis, Management, Leadership, Strategy, Vendor Management, Cross-functional Team..., Strategic Planning, Analysis, Start-ups, Portfolio Management, SDLC, CRM, Product Development, Requirements Gathering, Product Marketing, Agile Methodologies, Marketing, Program Management, Enterprise Software, Negotiation, Financial Services, Product Management
Education
Rutgers University-New Brunswick 1993 — 1998
Environmental & Business Economics
UBS June 2013 - August 2013
Kraft Foods May 2012 - August 2012
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science, Finance & Economics, Summa Cum Laude
Montgomery High School 2006 — 2010
High School
L'Oréal June 2014 - Present
UBS June 2013 - August 2013
UBS June 2012 - August 2012
Rutgers University January 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Finance, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science (BS), Finance
Bloomberg LP June 2015 - Present
UBS August 2014 - June 2015
Merrill Lynch June 2013 - August 2013
Atlantic Records January 2013 - May 2013
PepsiCo June 2012 - August 2012
New Labor February 2012 - May 2012
Skills
Process Improvement, Social Networking, Customer Service, Time Management, Microsoft Office, Taleo, Pre-employment Testing, Microsoft Outlook, Research, Management, PowerPoint, Microsoft Excel, Social Media, Outlook, Microsoft Word
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Soltage LLC September 2015 - Present
GE Capital December 2012 - August 2015
Liberty Mutual Insurance June 2011 - August 2012
Liberty Mutual Group May 2010 - August 2010
Glovista Investments, LLC October 2007 - July 2009
Proxima Alfa March 2006 - September 2007
UBS November 2004 - March 2006
Subway 2004 - 2006
Skills
Hedge Funds, Private Equity, Financial Analysis, Financial Modeling, Investment Management, Due Diligence, Data Analysis, Emerging Markets, Economics, Entrepreneurship, Quantitative Analytics, Capital Markets, Derivatives, Fixed Income Analysis, Strategic Thinking, Microsoft Excel, Real Estate, Equity Research Analysis, Valuation Modeling, Macro Analysis, Energy, Project Finance, Structured Finance, Renewable Energy, Portfolio Management, Debt & Equity Financing, Debt Restructuring, High Yield, Fixed Income, Equities, Investments, Trading, Finance
Education
Yale University - Yale School of Management 2009 — 2011
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science (BS), Computer Science & Economics
J. P. Stevens 1998 — 2000
High school
Maneckji Cooper 1985 — 1997
High School
Madison Square Garden September 2014 - January 2015
PepsiCo INC. August 2010 - June 2014
Cablevision May 2013 - June 2013
PepsiCo INC. April 2009 - August 2010
NCR December 2006 - January 2009
Spartan Computer Services August 2005 - December 2006
UBS September 2004 - April 2005
Clairol June 2000 - November 2002
UPS October 1997 - June 2000
Skills
SDLC, Project Management, SharePoint, Oracle, Business Intelligence, Business Process, Vendor Management, Business Analysis, Hyperion Planning..., SmartView, Test Director, Borlan Start Team, Software Documentation, Integration, ADP, Essbase 11, HFM 11.1.2, HP Service Manager 7..., MS Office Suite, Essbase MS Add-in, Spanish (Fluent), Project Portfolio..., Requirements Analysis, Microsoft Office, Management, Process Improvement
Education
Sacred Heart University 1995 — 1997
Bachelors of Science, Management Information Systems
University of Connecticut 1993 — 1995
Theoretical and Mathematical Physics
Accenture August 2015 - Present
Fairfield Ice Academy February 2014 - Present
UBS April 2015 - July 2015
Michael Cohen Group, LLC October 2014 - December 2014
Sacred Heart University September 2010 - May 2014
Aptar May 2013 - September 2013
The Judge Organization May 2012 - September 2012
Skills
Customer Service, Public Speaking, Teamwork, Time Management, Microsoft Office, Psychology, SPSS, Higher Education, Statistics, PowerPoint, Microsoft Excel, Leadership, Coaching, Microsoft Word, Exploratory Data..., Human Resources, Organizational..., Analysis, Project Management, Change Management, Management, Data Analysis, Strategic Planning, Research, Leadership Development
Education
Sacred Heart University 2014 — 2015
Master of Science (M.S.), Applied Psychology; Concentration: Industrial and Organizational Psychology. Cumulative GPA: 4.0
Sacred Heart University 2010 — 2014
Bachelor's Degree, Psychology
St. Joseph High School 2006 — 2010
High School Diploma
UBS March 2014 - Present
Merrill Lynch May 2010 - February 2014
Merrill Lynch September 2007 - May 2010
Merrill Lynch January 2007 - September 2007
CheckFree May 2005 - January 2007
Prudential Financial January 2003 - May 2005
Rutgers Business School 2005 - 2005
Prudential August 2001 - January 2003
dynamicsoft April 2001 - July 2001
DTX Management October 1998 - April 2001
Skills
Marketing Strategy, Team Building, Public Speaking, Writing, Series 7, Project Management, Fundraising, Product Development, Cross-functional Team..., Program Management, Marketing, Recruiting, Business Development, Product Management, Sales, Corporate Communications, Sales Management, Sales Operations, Sales Process, Marketing Communications, Wealth Management
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2005
MBA, Marketing
Fairleigh Dickinson University-Florham Campus 1996 — 1998
MA, Corporate & Organizational Communication
Fairleigh Dickinson University-Florham Campus 1992 — 1996
BS, Marketing
UBS June 1998 - Present
UBS October 2013 - Present
UBS May 2012 - October 2013
UBS October 2011 - May 2012
UBS April 2005 - October 2011
Skills
Human Resources, Financial Services, Succession Planning, HR Transformation, Onboarding, Deferred Compensation, Talent Management, Organizational Design, Talent Acquisition, Employee Benefits, Employee Engagement, Recruiting, Vendor Management, Performance Management, Applicant Tracking..., Strategy, Change Management, Outsourcing, Leadership, Executive Search
Education
Sacred Heart University
BS, Business
UBS August 1997 - Present
UBS 1997 - Present
UBS Financial Services, Inc. June 2004 - December 2007
Education
Rutgers, The State University of New Jersey-Newark 1994 — 2001
UBS February 2011 - Present
Infosys Technologies Ltd. July 2006 - February 2011
Skills
Core Java, Oracle SQL, Sybase SQL Anywhere, Autosys, Oracle, Toad, JMS, Unix, Sybase, PL/SQL, Shell Scripting, Perl, Unix Shell Scripting, Java
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Science (B.S.), Computer Science, Economics
UBS July 2004 - Present
UBS 2006 - 2008
Education
Sacred Heart University 1999 — 2003
Motown: The Musical 2013 - Present
Robert Half Finance & Accounting May 2012 - Present
UBS June 2007 - January 2009
Yosha Enterprises 2005 - 2006
Yosha Enterprises 2005 - 2006
The Earl Apartments, Jersey City, NJ 2003 - 2004
Skills
Equity Research, Investment Banking, Valuation, Financial Modeling, Equities, Corporate Finance, Private Equity, Investments, Due Diligence, Financial Analysis, Mergers, LBO, Bloomberg, Fixed Income, Entrepreneurship
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2007
Bachelor of Science (B.S.), Finance, General
Statesville High School 1996 — 1999
E*TRADE Financial Corporation February 2015 - Present
E*TRADE Financial September 2012 - February 2015
E*TRADE Financial Corporation December 2011 - September 2012
Spherion Professional Services March 2011 - February 2012
RMCi Financial September 2010 - March 2011
Time Warner Cable January 2007 - May 2010
Bank Of Amercia April 2006 - January 2007
Time Warner Inc. April 2003 - April 2006
UBS 2000 - 2003
Merrill Lynch September 1996 - April 2000
Skills
Deferred Compensation, Employee Benefits, Executive Pay, Program Management, Management, Product Management, Equities, Project Planning, Compensation & Benefit, Customer Service, Compensation, Human Resources, Consulting, Financial Services, Project Management, Risk Management, Securities, Strategic Planning, Process Improvement
Education
Rutgers University-New Brunswick 1991 — 1995
BS, Economics and Business Management
Johnson & Johnson August 2013 - Present
UBS February 2007 - April 2013
IBM 1999 - 2007
AT&T Global Services July 1990 - November 1999
Skills
ITIL, Business Analysis, Requirements Analysis, Vendor Management, IT Service Management, SDLC, Service Delivery, Process Improvement, Change Management, Project Management, Integration, Enterprise Architecture, CRM, IT Management, Leadership, PMO, Program Management, Project Portfolio..., Quality Assurance, Requirements Gathering, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.)
Chubb Institute
Certification in Computer Programming
UBS June 2004 - Present
UBS Wealth Management 2004 - Present
UBS Financial Services Inc. 2004 - Present
Prudential Securities 1998 - 2004
Skills
Business Requirements, Financial Services, Budgets, Business Analysis, Capital Markets, Databases, Equities, Fixed Income, Management, Options, SDLC, Team Building, Testing
Education
Stevens Institute of Technology 2005 — 2008
MSIS, Management
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor of Arts, English
UBS Account ManagerUBS Securites LLC2004 - Present
Education
Sacred Heart University 2003 — 2006
IDB CAPITAL June 2009 - Present
Banc of America Investments November 2006 - June 2009
UBS AG December 2004 - November 2006
UBS Wealth Management March 1999 - December 2004
UBS 1997 - 1999
Skills
Fixed Income, Equities, Trading, Asset Management, Finance, Series 7, Financial Markets, Wealth Management, Portfolio Management, Investments, Bloomberg, Securities, Bonds, Mutual Funds
Education
Rutgers, The State University of New Jersey-Newark
BS, Marketing
UBS March 2010 - Present
UBS Investment Bank March 2007 - March 2010
Hewitt Associates 2004 - 2007
Skills
Middle Office, Fixed Income, Swaps, Investment Banking, Equities, Derivatives, Equity Derivatives, Hedge Funds, Back Office, Bloomberg, Corporate Actions, Options
Education
Rutgers University-New Brunswick 2001 — 2003
MA, Economics
Tulane University 1994 — 1997
BA, Political Science
Edison Properties July 2014 - Present
Bloomingdale's February 2013 - December 2014
Teak July 2013 - November 2013
Noswel Footwear 2011 - 2012
Cosmolux, Inc. (Scott Barnes) 2008 - 2011
Bank of New York Mellon January 2007 - January 2008
UBS April 2006 - December 2006
UBS March 2004 - April 2006
UBS March 2002 - March 2004
Skills
Marketing, Project Management, Public Relations, Sales, Retail, Sales Management, Quality Assurance, Merchandising, Financial Services, Marketing Strategy, Product Development, Marketing Communications, Customer Service, Brand Management, Product Marketing, Event Management, Social Media Marketing, Corporate Communications, Leadership, Securities, CRM, Process Improvement, Training
Education
University of Phoenix 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Phoenix 2012 — 2013
BS, Business Management, Finance and Financial Management Services, 3.93
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1996
Bachelor's degree, Political Science and Government
UBS July 1998 - Present
Education
Sacred Heart University 2011 — 2013
MBA, Management
University of Connecticut 1994 — 1998
BA, Economics, concentrations in American History and Political Science
UBS April 2012 - Present
Thomson Reuters April 2009 - December 2011
Thomson Financial May 2001 - April 2009
I/B/E/S INTERNATIONAL, INC May 2000 - May 2001
EASTMAN SORFTWARE, INC June 1998 - April 2000
Skills
WPF, Agile Methodologies, Design Patterns, C#, .NET, ADO.NET, Microsoft SQL Server, Object Oriented Design, OOP, C++, AJAX, Visual Basic, Visual Studio, SDLC, JavaScript, Unit Testing, ASP.NET, Software Development
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1999
B.S., Computer Science
Institute of Technology 1990 — 1995
B.S., Electrical and Computer Engineering
Cablevision April 2012 - Present
Virtusa 2010 - 2012
UBS 2008 - 2009
JPMorgan Chase 2005 - 2008
Investment Firm 2001 - 2005
Bear Stearns 1997 - 2001
Skills
User Experience, Product Management, Strategy, Agile Methodologies, Axure RP, Requirements Gathering, Business Analysis, Project Management, Portfolio Management, Business Requirements, Management, Testing, Risk Management
Education
Rutgers University-New Brunswick 1993 — 1997
Bachelor of Arts (BA), English
Rutgers University-New Brunswick 1993 — 1997
Bachelors of Science, Economics
Morgan Stanley Private Wealth Management April 2015 - Present
JP Morgan Private Bank November 2010 - April 2015
Merrill Lynch February 2008 - November 2010
UBS January 2005 - 2008
Mclaughlin, Piven, Vogel Securities February 2002 - January 2005
Morgan Stanley September 2000 - November 2001
Brown Brothers Harriman June 1997 - September 2000
Education
Rutgers University-New Brunswick 1993 — 1997
BA, Labor Relations / Economics
Sumitomo Mitsui Trust and Bank (USA) February 2012 - Present
OpenPeak June 2011 - October 2011
UBS February 2008 - June 2011
UBS Wealth Management February 2005 - January 2008
UBS Wealth Management February 2002 - January 2005
Hewlett-Packard February 2000 - January 2002
PaineWebber July 1997 - January 2000
Panasonic February 1997 - June 1997
Prudential, Capital Management Group February 1993 - January 1997
Prudential, Individual Insurance October 1990 - January 1993
Skills
Disaster Recovery, Oracle, Sybase, IT Management, Microsoft SQL Server, SQL, Performance Tuning, IT Strategy, SDLC, Vendor Management, Unix, Data Modeling, SQL Tuning, Business Analysis, Informix, Cassandra, Autosys, BMC Patrol, EMC Storage, Technical Writing, Team Leadership, Account Management, Change Management, Problem Management, Incident Management, Databases, Data Center, Shell Scripting, Infrastructure, Service Delivery, Database Design, Business Intelligence
Education
Rutgers University-New Brunswick 1986 — 1990
BA
Maxim Group June 2012 - Present
UBS Investment Bank January 2001 - February 2012
UBS Investment Bank, Equity Division January 1983 - February 2012
UBS 1983 - February 2012
UBS (f/k/a PaineWebber) 1983 - February 2012
Kidder Peabody June 1980 - June 1995
Skills
Series 7,55,63 and 24, Hedge Funds, Equities, Trading, Prime Brokerage, Electronic Trading, Trading Systems, Equity Trading, Series 7, Series 24, Bloomberg, Series 63, Capital Markets, FINRA, Securities, Options, Financial Markets, ETFs, Alternative Investments, Bonds
Education
Rutgers University-New Brunswick 1978 — 1982
BS, Business Administration
UBS Investment Bank January 1998 - July 2011
UBS February 1998 - June 2011
http://www.factorsofbridgeport.com January 2011 - February 2011
Real Estate Investing 2010 - 2010
Purchased Ebay Guide 2008 - 2010
PERRIER GROUP OF AMERICA January 1995 - January 1997
ALLIED SIGNAL ENGINES January 1988 - January 1995
Sikorsky Aircraft January 1986 - January 1988
Frank B Hall January 1982 - January 1986
COMPUDATA SYSTEMS January 1981 - January 1984
Skills
IPL, Microsoft Excel, Web Applications, Programming, Computer Operations, Help Desk Support, Windows NT, Microsoft Office, JCL, Customer Service, Data Center, Databases, Entrepreneurship, Hardware, Management, Networking, Servers, Sales, Unix, Disaster Recovery, Negotiation, Team Leadership
Education
Norwalk Community College 2013 — 2014
Certificate, Computer Programming
Sacred Heart University
on B.S. degree, Computer Science
University of Connecticut
UBS May 2014 - Present
UBS March 2010 - Present
UBS October 2008 - Present
UBS Financial Services Inc January 2007 - 2008
Education
Rutgers University-New Brunswick 2001 — 2005
Met Life April 2006 - April 2007
ubs January 2000 - January 2007
Skills
Series 7, Equities, Options, Financial Services, Asset Management, Hedge Funds, Series 63, Alternative Investments, Fixed Income, Portfolio Management, Derivatives, Securities, Wealth Management, Mutual Funds, Bloomberg, Trading Systems, Investments, Risk Management, Asset Allocation, Financial Analysis, Back Office
Education
Rutgers, The State University of New Jersey-Newark
Insurance Services Office, Inc. February 2006 - Present
ISO 2006 - 2013
UBS 1997 - 2005
Skills
Agile Methodologies, SDLC, User Acceptance Testing, Quality Assurance, Requirements Analysis, Testing, Requirements Gathering, Agile Project Management, Software Project..., SQL, Visio, Quality Center, Unix, Business Requirements, Software Quality..., Scrum, Business Analysis, JIRA
Education
Rutgers University-New Brunswick
BA, Psychology, Biology, Sociology
UBS January 2004 - Present
UBS Investment Bank January 2001 - December 2004
Deutsche Bank Securities January 1998 - December 2000
PricewaterhouseCoopers August 1997 - September 1997
Skills
Equity Research, Hedge Funds, Alternative Investments, Bloomberg, Equities, Financial Analysis, Investments, Valuation, IPO, Investment Banking
Education
RWTH Aachen University 1994 — 1997
PhD, Financing and Accounting
RWTH Aachen University 1990 — 1994
Diploma, Business Management
TD August 2014 - Present
TD July 2012 - August 2014
TD January 2012 - July 2012
TD September 2011 - January 2012
TD August 2010 - September 2011
TD January 2009 - August 2010
TD Canada Trust June 2005 - November 2007
UBS May 2007 - August 2007
Skills
Enterprise Risk..., Financial Risk, Wealth Management, Banking, Risk Management, Retail Banking, Portfolio Management, Investments, Mutual Funds, Relationship Management, Financial Services, Business Analysis, Governance, Fixed Income
Education
University of Toronto 2012 — 2014
Certificate, Enterprise Risk Management
Ryerson University 2004 — 2008
B.A., International Economics and Finance
UBS September 2014 - Present
UBS Wealth Management November 2011 - Present
UBS Wealth Management June 2001 - November 2011
UBS Wealth Management 2001 - 2008
Skills
Securities, Compliance, Mutual Funds, Risk Management, Six Sigma, Data Analysis, Annuities, Structured Products
Education
Rutgers University-New Brunswick 2002 — 2006
MBA, Finance
Rutgers University 1996 — 2000
BA
Bluenog Corp January 2015 - Present
Microdesk July 2004 - November 2014
UBS 2002 - 2004
RBC Dain Rauscher 1999 - 2002
Skills
Construction, Contract Negotiation, Business Development, Change Management, BIM, Solution Selling, Project Management, New Business Development, Submittals, Leadership, CRM, Consulting, Architecture, Strategic Planning, Revit, Architectural Design, Sales, CAD, Salesforce.com, Architectures, Construction Management, Project Planning, Enterprise Software, Program Management, SaaS, Management, Sales Management, Account Management, Cloud Computing, Strategy, Professional Services, Sales Process, Strategic Partnerships, Direct Sales
Education
Rutgers University-New Brunswick
Risk Management Solutions March 2013 - Present
Risk Management Solutions March 2008 - April 2013
UBS September 2005 - March 2008
UBS March 1999 - September 2005
ISO June 1993 - July 1998
Skills
Reinsurance, Risk Management, Catastrophe Modeling, Insurance, Actuarial Science, Property & Casualty..., General Insurance, Underwriting, Enterprise Risk..., CPCU, Brokers, Scrum, Agile Methodologies, Project Management, Account Management, Requirements Analysis, Commercial Insurance, Solvency II, Software Development, Actuarial Exams, Service Management, Project Coordination
Education
Rutgers University-New Brunswick
Bachelor’s Degree, Mathematics and Statistics
Chubb Institute 1998 — 1999
COBOL, DB2, CICS, C, Visual Basic, Honors
UBS January 2001 - Present
Deutsche Bank Securities January 1998 - December 2000
Education
RWTH Aachen University 1990 — 1997
PhD, Financing, Business Administration
Church Pension Group June 2015 - Present
RGP September 2014 - April 2015
Sony Electronics November 2007 - May 2014
Time Warner Inc. April 2006 - November 2007
UBS June 2005 - March 2006
Capgemini November 2001 - June 2005
Morgan Stanley January 2000 - September 2001
Skills
Benefits Administration, Employee Benefits, Project Management, Human Resources, 401k, Vendor Management, Performance Management, Customer Service, Employee Relations, Workday, Talent Management, Group Insurance, User Acceptance Testing, Form 5500 preparation, Pensions, Auditing, Benchmarking, Microsoft Office, Account Reconciliation, Interpersonal Skill, Business Process..., SOX Compliancy, Outsourcing, Compliance, Survey Research, Third Party Vendor..., Retirement Benefits, PeopleSoft, Government Filings, Health Care Reform, Open Enrollment, Audits of Employee..., Defined Benefit, HRIS, Peer Mentoring, Project Planning, Retirement Planning, Invoicing, Internal Audit, Operational Due..., HR Consulting, HR Policies, Leave of Absence, Internal Controls, Health & Welfare..., Defined Contribution, Benefits Analysis
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science (B.S.), Business Management
Santander Investment Securities Inc January 2015 - Present
CIBC World Markets August 2012 - December 2014
FTN Financial February 2012 - June 2012
BNP Paribas Securities Services February 2005 - February 2012
McDonald Investments August 2004 - January 2005
Barclays Capital July 1998 - April 2004
UBS January 1994 - May 1998
JP Morgan April 1991 - January 1994
Sanwa Financial Products LLC May 1990 - April 1991
Drexel Burnham Lambert April 1985 - February 1990
Skills
Fixed Income, Capital Markets, Bonds, Hedge Funds, Bloomberg, Equities, Series 7, Portfolio Management, Trading, Investments, Investment Banking, Derivatives, Alternative Investments, High Yield, Asset Managment, Structured Products, Treasury, Credit Derivatives
Education
Rutgers University-New Brunswick 1977 — 1981
Bachelor of Arts, Polictical Science, Economics
Rutgers Preparatory School 1972 — 1976
BA, Political Science and Econmics
Synergy HomeCare of North West NJ October 2009 - Present
Home Health Services Association of NJ July 2010 - March 2015
UBS 2006 - 2009
Morgan Stanley 2003 - 2006
Prudential Financial 1999 - 2002
Skills
Elder Care, Home Care, Healthcare, Nursing, Seniors, Healthcare Management, Contract Negotiation, Team Building, Strategic Planning, Healthcare Consulting, Healthcare Industry, Leadership, Training, Alzheimer's disease, Medicaid, Long-term Care, Case Managment, Medicare, Small Business, Managed Care, Hospitals, Senior Services, Executive Management, Patient Advocacy, Physicians, Compassion, Independent Living, Caregiving, Case Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
BA
Tiffany & Co. July 2013 - Present
Cantor Fitzgerald February 2011 - August 2012
DMACS, LLC March 2005 - February 2011
UBS 2002 - 2005
Resources Global Professionals 2002 - 2003
Ernst & Young 1988 - 1992
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1988
BS, Accounting
Newedge USA LLC October 2012 - Present
Jefferies & Company 2007 - April 2012
Credit Suisse March 2002 - March 2007
UBS November 2000 - February 2002
Paine Webber October 1996 - November 2000
PNC Bank / Midlantic Bank NA August 1991 - October 1996
Skills
Credit Risk, Fixed Income
Education
Rutgers, The State University of New Jersey-Newark
BS, Management / Finance
iCIMS November 2012 - Present
iCIMS 2014 - 2014
Bloomberg LP May 2010 - July 2012
UBS Investment Bank August 2006 - November 2008
UBS November 2004 - August 2006
Charles Schwab November 2004 - August 2006
Charles Schwab May 2003 - November 2004
Schwab Capital Markets June 2000 - May 2003
BANC OF AMERICA LLC July 1999 - June 2000
Skills
Equity Trading, Pricing, Electronic Trading, Trading, Contract Negotiation, Financial Services, Trading Systems, CRM, Sales, Bloomberg, Equities, Hedge Funds, Derivatives, Securities, SaaS, Finance, Account Management, Capital Markets
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
BS, Business Economics
kinnelon
kinnelon
Wayne Hills High School March 2006 - Present
International Soccer Training Academy August 2013 - Present
UBS 1997 - April 2004
Education
Rutgers University 1991 — 1995
Bachelor of Science (BS), Finance, General
Morgan Stanley February 2011 - Present
Morgan Stanley April 2010 - February 2011
UBS March 2005 - April 2010
Merrill Lynch February 2003 - March 2005
Merrill Lynch July 1999 - February 2003
Merrill Lynch April 1998 - July 1999
Merrill Lynch June 1996 - April 1998
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2000
MBA
University of Delaware 1992 — 1996
BSBA, Finance
Prudential Financial June 2013 - Present
Prudential Financial July 2010 - June 2013
UBS June 2009 - August 2009
American International Group June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Finance, Teamwork, Customer Service, Economics, Derivatives, BlackRock Aladdin, Lotus Notes
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Science (BS), Finance
UBS October 2013 - Present
Skills
Tax, Tax Law, Legal Research, Microsoft Excel, Microsoft Office, Corporate Tax, Economics, Financial Modeling, Tax Advisory, PowerPoint, SALT, ITS, International Tax, Asset Management, Due Diligence, Research, Financial Services, Finance, Financial Analysis
Education
Rutgers University School of Law - Newark 2009 — 2012
Juris Doctorate, Law
Rutgers, The State University of New Jersey-Newark 2007 — 2008
Bachelor of Science, Accounting
CFA Institute
UBS November 2012 - Present
Morgan Stanley April 2012 - October 2012
Citigroup Global Markets Inc. July 2006 - October 2012
Citigroup Global Markets Inc. January 2006 - July 2006
Citigroup Global Markets Inc. June 2005 - January 2006
Skills
MS Office..., Wall Street Concepts..., Convey, AWD Imaging Platform, Tax Reporting, Project Coordination, Brochure Development, Regulatory Reporting, Account Reconciliation, Customer Service, Domestic Tax, Financial Services, Management, Tax, Process Improvement, Business Analysis, Accounts Payable, Banking, Derivatives, Accounting, Analysis, Wealth Management, Brochures, Risk Management, Finance, Equities, Financial Analysis, Microsoft Excel, Fixed Income, Securities, Capital Markets, Mutual Funds
Education
Rutgers University-New Brunswick 2000 — 2005
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2005
B.A., Psychology
UBS September 2014 - Present
MetLife February 2013 - August 2014
Experis April 2012 - January 2013
A start up commodity trading firm September 2011 - March 2012
HonorVerus Research June 2010 - August 2010
Skills
Time Series Analysis, Stochastic Calculus, Fixed Income, Statistical Arbitrage, Commodity, Quantitative Finance, R, Matlab, Derivatives, VBA, Monte Carlo Simulation, C++, Regression, Portfolio Optimization, SQL, C#, Interest Rate Risk..., Market Risk, SQLite
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
Master's Degree, Mathematical Finance
University of Science and Technology Beijing 2005 — 2009
Bachelor's Degree, Financial Engineering
UBS Financial Services Inc Financial reporting and analysis, financial projects, accounting policy and leadership and developmentChief Financial OfficerUBS Financial Services IncSeptember 2014 - Present
UBS 1990 - Present
UBS Wealth Management 1990 - Present
Skills
Hedge Funds, Management, Alternative Investments, Series 7, Wealth Management, Capital Markets, Equities
Education
New York University - Leonard N. Stern School of Business
MBA
Rutgers University-New Brunswick
Economics/Accounting
UBS November 2012 - Present
Merrill Lynch July 2006 - November 2012
Morgan Stanley October 1998 - July 2006
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Strategic Financial..., Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1988
Bachelor's degree, Psychology
The Grayson Company February 2007 - Present
UBS September 2009 - February 2010
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Management Consulting, Forecasting, Retail, Due Diligence, Microsoft Excel, Market Research
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA), Finance & Strategy
Sacred Heart University 2006 — 2010
BS, Finance, Business Administration
Quidsi Inc. May 2013 - Present
Morgan Stanley June 2012 - May 2013
UBS June 2011 - August 2011
Lockheed Martin May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Project Management, Sourcing, Contract Management, Contract Negotiation, Ariba, Product Cost Analysis, Supplier Diversity, Vendor Management, Procurement, Microsoft Word, Access
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (B.S.), Supply Chain and Marketing Science
Broadridge Financial Solutions IRA Consultant/Account MaintenanceBroadridge Financial SolutionsFebruary 2012 - June 2013
The Hudson Group January 2011 - May 2013
UBS August 2006 - November 2009
Skills
Business Analysis, Equities, SDLC, Fixed Income, Financial Services, New Account Management, IRAs, Investments, Account Management, Anti Money Laundering, SAR, Derivatives, Salesforce.com, Sales Management, Distribution Center..., Business Development, KYC, Documentations, Microsoft Excel, PowerPoint, Bloomberg, Prime Brokerage, Onboarding, Agency MBS, Mortgage Lending, account deactivations, Operations Management
Education
Rutgers, The State University of New Jersey-New Brunswick
BS, Environmental Management
UBS June 2011 - Present
Pershing January 2004 - June 2011
Skills
Financial Services, Risk Management, Banking, Process Improvement, Back Office, Microsoft Excel
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Economics
Bridge Limo January 2008 - Present
UBS October 2006 - October 2008
Skills
Customer Service, Leadership
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2002
BS, Finance
Serfiex N.A. LLC April 2013 - Present
UBS May 2010 - February 2012
Royal Bank of Scotland April 2009 - April 2010
Bear Stearns 2006 - 2008
Citi 1997 - 2006
HSBC 1996 - 1998
Skills
Electronic Trading, Delta One, Equities, Financial Risk, Credit Risk, Bloomberg, Fixed Income, Derivatives, Risk Analysis, Financial Markets, Capital Markets, Risk Analytics, Enterprise Risk..., Equity Trading, Trading Systems, Hedge Funds, Options, Equity Derivatives, Operational Risk, Market Risk, Risk Management, Series 7, Trading, Operational Risk..., Risk Assessment, ETFs, Prime Brokerage, Equity Sales
Education
Rutgers University
Bachelor of Science (BS), Finance
UBS 2012 - Present
UBS January 2010 - 2011
UBS 2006 - 2010
UBS 2001 - 2005
PaineWebber 1993 - 2000
Coopers & Lybrand 1990 - 1993
KPMG 1985 - 1990
Skills
Financial Accounting, Series 27, Regulatory Reporting, Internal Controls, Budgeting and Planning, Managerial Finance, Financial Analysis, FINRA, Strategic Financial..., Accounting, Auditing
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1985
B.A.
UBS May 2012 - Present
UBS Investment Bank July 2011 - December 2011
Skills
Financial Modeling
Education
The University of Connecticut School of Business 2011 — 2012
MS, Financial Risk Management
Rutgers, The State University of New Jersey-Newark 2006 — 2010
BS, Finance
JPMorgan Chase & Co. February 2014 - Present
JPMorgan Chase & Co. September 2011 - January 2014
UBS Wealth Management January 2011 - May 2011
UBS September 2010 - December 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
BS with Honors, Finance, Exercise Science and Sport Studies
UBS January 2005 - Present
Morgan Stanley Smith Barney December 1995 - January 2005
Skills
Retirement Planning, Wealth Management
Education
Rutgers, The State University of New Jersey-Newark 1974 — 1978
BA
Immaculate Conception 1970 — 1974
UBS January 2013 - Present
UBS December 2010 - January 2013
Skills
Telecommunications, Series 7, Securities
Education
Rutgers University 1995 — 2000
UBS October 2007 - Present
Skills
Financial Modeling, Strategic Financial..., Forecasting, Financial Reporting, Accounting, Finance, Corporate Finance, Equities
Education
Rutgers, Graduate School of Management-Newark
MBA, Managerial Accounting
Rutgers, The State University of New Jersey-New Brunswick
BS, Finance
Con Edison January 2012 - Present
Associated Press August 2006 - December 2011
Calvin Klein 2006 - 2008
UBS 1998 - 2000
Skills
Essbase, Budget Analysis, Reporting & Analysis, Financial Analysis, Financial Reporting, Forecasting, Expenses, Reconciliation, Financial Accounting, Financial Planning, Corporate Finance, Budgeting, Excel, Spreadsheets, Budgets, Sarbanes-Oxley Act, Variance Analysis, Strategic Financial..., Hyperion Enterprise, Microsoft Excel, Account Reconciliation, Hyperion
Education
Rutgers, The State University of New Jersey-Newark 1996 — 2000
Bachelor of Science Degree in Finance, Finance
UBS November 2004 - Present
Skills
SQL
Education
Rutgers University 1992 — 1996
BA, Math and Statistics
Procida Construction Corp. June 2015 - Present
Sidoti & Company, LLC September 2014 - June 2015
UBS June 2012 - August 2012
Bob's Car Wash May 2011 - August 2012
Skills
Microsoft Excel, Sales, People Skills, Microsoft Word, Customer Service, Microsoft Office, Outlook
Education
Sacred Heart University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General
PwC January 2015 - Present
PwC January 2014 - December 2014
MetLife December 2006 - April 2013
UBS June 2006 - September 2006
Cendant January 2006 - June 2006
XL Capital December 2004 - January 2006
Prudential Financial 1989 - 2004
Skills
Cognos, Hyperion Financial..., Crystal Reports, Essbase, Executive Viewer, Hyperion Planning, Microsoft Office, Oracle, PeopleSoft, Prime, Hyperion Enterprise, Financial Analysis, Accounting, Finance, Forecasting, Analysis, Variance Analysis, Financial Reporting, Financial Forecasting, Managerial Finance, Insurance, Business Planning, Strategic Financial...
Education
Rutgers University
Bachelor of Arts (B.A.), Psychology/Economics
University of Phoenix
Master of Business Administration (MBA)
Villanova University
Certificate, Essentials of Project Management
Reality Shares, Inc. June 2015 - Present
Prudential Investments March 2011 - November 2014
UBS April 2005 - March 2011
Skills
Asset Allocation, Series 7, Mutual Funds, Alternative Investments, Investments, Wealth Management, Series 63
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2008
Bachelor's degree, Finance
State Street March 2011 - September 2013
BNY Mellon December 2009 - March 2011
UBS October 2006 - December 2008
Skills
Portfolio Management, Account Reconciliation, Fixed Income, Trading, Accounts Payable, Access, Banking, Accounting, Client Services, Corporate Actions, Internal Audit, Back Office, Management, Financial Services, Securities
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2006
Bachelor's degree, Finance, General