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
John Gothard John Gothard's UBS Experience March 2008 - August 2009
Job Inside Sales at Celtek
Industry Marketing and Advertising
Experience
Celtek November 2014 - Present
The Mad Hueys June 2014 - September 2014
Surfline May 2011 - August 2013
Clarinova Inc March 2010 - May 2011
UBS March 2008 - August 2009
SDSU Finance & Investment Society June 2008 - December 2008
Morgan Stanley Smith Barney June 2007 - March 2008
Skills
Sales, Retail, Online Advertising, Social Media Marketing, Sports, Marketing Strategy, Online Marketing, Digital Marketing, Email Marketing, Social Media, Logo Design, Brand Development, Social Networking, E-commerce, Advertising, Brand Management, Digital Media, Product Marketing, Direct Marketing, Trade Shows, Lead Generation, Strategic Partnerships, Digital Strategy, New Business Development
Education
San Diego State University-California State University 2006 — 2010
Economics
Dale Carnegie Training
Leadership Training for Managers
Dale Carnegie Training
Sales Advantage Course
American Management Association
Advanced Sales Management Course
Celtek November 2014 - Present
The Mad Hueys June 2014 - September 2014
Surfline May 2011 - August 2013
Clarinova Inc March 2010 - May 2011
UBS March 2008 - August 2009
SDSU Finance & Investment Society June 2008 - December 2008
Morgan Stanley Smith Barney June 2007 - March 2008
Skills
Sales, Retail, Online Advertising, Social Media Marketing, Sports, Marketing Strategy, Online Marketing, Digital Marketing, Email Marketing, Social Media, Logo Design, Brand Development, Social Networking, E-commerce, Advertising, Brand Management, Digital Media, Product Marketing, Direct Marketing, Trade Shows, Lead Generation, Strategic Partnerships, Digital Strategy, New Business Development
Education
San Diego State University-California State University 2006 — 2010
Economics
Dale Carnegie Training
Leadership Training for Managers
Dale Carnegie Training
Sales Advantage Course
American Management Association
Advanced Sales Management Course
Tavares Estes Tavares Estes's UBS Experience November 2012 - Present
Job Mail associate at UBS
Industry Financial Services
Experience
UBS November 2012 - Present
Skills
Social Media, Marketing Strategy, Research, Microsoft Word, PowerPoint, Internet, Communication Skills, Leadership
Education
Saint Xavier University 2008 — 2012
Bachelor's degree, Mass Communication/Media Studies
UBS November 2012 - Present
Skills
Social Media, Marketing Strategy, Research, Microsoft Word, PowerPoint, Internet, Communication Skills, Leadership
Education
Saint Xavier University 2008 — 2012
Bachelor's degree, Mass Communication/Media Studies
David E. Marshall, CFP® David E. Marshall, CFP®'s UBS Experience February 2009 - Present
Job Account Vice President, Financial Advisor
Industry Financial Services
Experience
UBS February 2009 - Present
Morgan Stanley Smith Barney September 1998 - February 2009
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2013
Master of Business Administration (MBA), Finance, Corporate Accounting, Strategy
Saint Bonaventure University 1996 — 1998
Bachelor of Arts, History, Education
UBS February 2009 - Present
Morgan Stanley Smith Barney September 1998 - February 2009
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2013
Master of Business Administration (MBA), Finance, Corporate Accounting, Strategy
Saint Bonaventure University 1996 — 1998
Bachelor of Arts, History, Education
Joseph Matus Joseph Matus's UBS Experience May 2014 - May 2014
Job Administrative assistant Nautilus Advisors, LLC
Industry Financial Services
Experience
SDSU Men's Crew June 2015 - Present
Nautilus Advisors April 2015 - Present
J.Crew August 2014 - Present
SDSU Men's Crew January 2013 - Present
SDSU Men's Crew January 2015 - June 2015
SDSU Men's Crew November 2014 - June 2015
SDSU Men's Crew August 2014 - June 2015
UBS Wealth Management November 2014 - November 2014
UBS May 2014 - May 2014
Skills
Teamwork, Customer Service, Time Management, Fundraising, Sales, Retail, Social Media, Leadership, Social Networking
Education
San Diego State University-California State University 2012 — 2016
Finance, General
Berks Catholic High School 2011 — 2012
Central Catholic High School 2009 — 2011
SDSU Men's Crew June 2015 - Present
Nautilus Advisors April 2015 - Present
J.Crew August 2014 - Present
SDSU Men's Crew January 2013 - Present
SDSU Men's Crew January 2015 - June 2015
SDSU Men's Crew November 2014 - June 2015
SDSU Men's Crew August 2014 - June 2015
UBS Wealth Management November 2014 - November 2014
UBS May 2014 - May 2014
Skills
Teamwork, Customer Service, Time Management, Fundraising, Sales, Retail, Social Media, Leadership, Social Networking
Education
San Diego State University-California State University 2012 — 2016
Finance, General
Berks Catholic High School 2011 — 2012
Central Catholic High School 2009 — 2011
KEVIN COSGRAVE's UBS Experience August 2013 - December 2014
Job Program Manager
Industry Information Technology and Services
Experience
UBS August 2013 - December 2014
McKinsey & Company July 2005 - December 2009
McKinsey & Company October 2001 - June 2005
McKinsey & Company July 1996 - September 2001
Meldisco 1992 - 1996
Skills
Executive Search, Talent Management, Recruiting, HR Consulting, Talent Acquisition, Change Management, Performance Management, Technical Recruiting, Management Consulting, Organizational..., Recruitment Advertising, Contract Recruitment, Human Resources, Employee Engagement, Organizational Design
Education
chubb institute 1986 — 1989
Degree in Computer Programming, Computer Science
Saint Peters University 1978 — 1982
Bachelor's degree, Marketing, 3.2
Emerson high school
UBS August 2013 - December 2014
McKinsey & Company July 2005 - December 2009
McKinsey & Company October 2001 - June 2005
McKinsey & Company July 1996 - September 2001
Meldisco 1992 - 1996
Skills
Executive Search, Talent Management, Recruiting, HR Consulting, Talent Acquisition, Change Management, Performance Management, Technical Recruiting, Management Consulting, Organizational..., Recruitment Advertising, Contract Recruitment, Human Resources, Employee Engagement, Organizational Design
Education
chubb institute 1986 — 1989
Degree in Computer Programming, Computer Science
Saint Peters University 1978 — 1982
Bachelor's degree, Marketing, 3.2
Emerson high school
Solomon AWAN Solomon AWAN's UBS Experience February 2007 - December 2012
Job Job Developer at Utah Department of Workforce Services
Industry Program Development
Experience
Utah Department of Workforce Services October 2014 - Present
Zions Bank August 2013 - October 2014
Alta Medical Management April 2013 - July 2013
UBS February 2007 - December 2012
Western Nut Company October 2001 - February 2007
Skills
Financial Analysis, Banking, Business Analysis, Investments, Finance, Financial Services, Investment Banking, Corporate Finance, Management, Accounts Payable, Analysis, Project Management, Insurance, Financial Modeling, Microsoft Office, Strategic Planning, Public Speaking, Customer Service, Leadership, Portfolio Management, Loans, Auditing, Microsoft Excel
Education
Westminster College 2009 — 2012
Master of Business Administration (MBA) and Graduate Certificate in Fiance, Finance focus
Salt Lake Community College 2002 — 2005
Associates, Business Management
Utah Department of Workforce Services October 2014 - Present
Zions Bank August 2013 - October 2014
Alta Medical Management April 2013 - July 2013
UBS February 2007 - December 2012
Western Nut Company October 2001 - February 2007
Skills
Financial Analysis, Banking, Business Analysis, Investments, Finance, Financial Services, Investment Banking, Corporate Finance, Management, Accounts Payable, Analysis, Project Management, Insurance, Financial Modeling, Microsoft Office, Strategic Planning, Public Speaking, Customer Service, Leadership, Portfolio Management, Loans, Auditing, Microsoft Excel
Education
Westminster College 2009 — 2012
Master of Business Administration (MBA) and Graduate Certificate in Fiance, Finance focus
Salt Lake Community College 2002 — 2005
Associates, Business Management
Amy Irvine Amy Irvine's UBS Experience November 2000 - April 2005
Job
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Merrill Lynch September 2008 - Present
Riverside County Sheriff's Department October 2006 - September 2008
Edward Jones August 2005 - November 2006
Atlas Securities April 2005 - August 2005
UBS November 2000 - April 2005
Morgan Stanley September 1998 - November 2000
Skills
Investments, Mutual Funds, Fixed Income, Equities, Asset Management, Notary Public, Trading, Finance, Uniform Combined State..., Asset Managment, Banking, Securities, Financial Services, Options
Education
University of Utah 1998 — 2000
Salt Lake Community College 1997 — 1999
Wells Fargo Advisors December 2014 - Present
Merrill Lynch September 2008 - Present
Riverside County Sheriff's Department October 2006 - September 2008
Edward Jones August 2005 - November 2006
Atlas Securities April 2005 - August 2005
UBS November 2000 - April 2005
Morgan Stanley September 1998 - November 2000
Skills
Investments, Mutual Funds, Fixed Income, Equities, Asset Management, Notary Public, Trading, Finance, Uniform Combined State..., Asset Managment, Banking, Securities, Financial Services, Options
Education
University of Utah 1998 — 2000
Salt Lake Community College 1997 — 1999
David Chiang MBA Risk Management David Chiang MBA Risk Management's UBS Experience 2007 - 2013
Job FINANCIAL OPERATIONS MANAGER specializing in Reconciliations and Audits
Industry Financial Services
Experience
UBS 2007 - 2013
UBS 2005 - 2007
UBS 2000 - 2005
UBS 1998 - 2000
UBS 1994 - 1998
Paine Webber 1993 - 1994
Paine Webber June 1990 - 1993
Skills
Mutual Funds, Reconciliations, NSCC trading exchanges..., OMNI trading and..., General ledger balancing, Trade correction, Cash reconciliations, Project management, Customer Service, Client Service, Series 99, Risk Management, Risk Assessment, Financial Risk, Operational Risk, Financial Services, Account Reconciliation, General Ledger, Mergers & Acquisitions, Wealth Management, Portfolio Management, Finance, Equities, Analysis, Project Management
Education
Saint Peter's University 2013 — 2015
Master of Business Administration (M.B.A.), Risk Management MIS, GPA 4.0
Saint Peter's University 1986 — 1990
Bachelor of Science (B.S.), Marketing/Management, Minor in Economics
Saint Peter's Prep
High School
UBS 2007 - 2013
UBS 2005 - 2007
UBS 2000 - 2005
UBS 1998 - 2000
UBS 1994 - 1998
Paine Webber 1993 - 1994
Paine Webber June 1990 - 1993
Skills
Mutual Funds, Reconciliations, NSCC trading exchanges..., OMNI trading and..., General ledger balancing, Trade correction, Cash reconciliations, Project management, Customer Service, Client Service, Series 99, Risk Management, Risk Assessment, Financial Risk, Operational Risk, Financial Services, Account Reconciliation, General Ledger, Mergers & Acquisitions, Wealth Management, Portfolio Management, Finance, Equities, Analysis, Project Management
Education
Saint Peter's University 2013 — 2015
Master of Business Administration (M.B.A.), Risk Management MIS, GPA 4.0
Saint Peter's University 1986 — 1990
Bachelor of Science (B.S.), Marketing/Management, Minor in Economics
Saint Peter's Prep
High School
John (Jack) Luby Jr John (Jack) Luby Jr's UBS Experience 2011 - Present
Job Account Vice President at UBS
Industry Financial Services
Experience
UBS 2011 - Present
Merrill Lynch 2008 - 2011
Morgan Stanley 2002 - 2008
Education
Saint Louis University 1998 — 2002
B.S., Finance
UBS 2011 - Present
Merrill Lynch 2008 - 2011
Morgan Stanley 2002 - 2008
Education
Saint Louis University 1998 — 2002
B.S., Finance
Scott Barth's UBS Experience June 2001 - October 2002
Job COO, O2PUR
Industry Telecommunications
Experience
O2PUR May 2013 - Present
SRSolutions November 2011 - Present
Alpha Vending LLC March 2011 - February 2014
O'currance Teleservices August 2007 - November 2011
Basic Research October 2004 - October 2005
163 peirpont LLC, DBA the Drink October 2003 - October 2004
VC Company October 2002 - October 2003
UBS June 2001 - October 2002
Fidelity Investments August 1999 - June 2001
Skills
Call Center, Financial Modeling, Marketing Management, Direct Marketing, Operations Management, Sales Management, New Business Development, Leadership Development, Strategic Financial..., Investments, Customer Retention, Sales, Account Management, Strategic Planning, Leadership, Sales Operations, Workforce Management, Call Centers, Team Leadership, Team Building, Business Development, Sales Process, CRM, Business Strategy, Call Center Development, Lead Generation, Team Management, Outsourcing, Marketing Strategy, Risk Management, Customer Satisfaction, Management, Inbound Marketing, Customer Experience, Performance Management, Contact Centers, Process Improvement, Vendor Management, Telemarketing, Strategy, Start-ups, Strategic Partnerships, Product Management, Telecommunications, Salesforce.com, Customer Acquisition, Selling, Direct Sales, Product Marketing, B2B
Education
Salt Lake Community College 1998 — 2000
None, Business
Woods Cross High School 1997 — 1999
HS Diploma, Business
O2PUR May 2013 - Present
SRSolutions November 2011 - Present
Alpha Vending LLC March 2011 - February 2014
O'currance Teleservices August 2007 - November 2011
Basic Research October 2004 - October 2005
163 peirpont LLC, DBA the Drink October 2003 - October 2004
VC Company October 2002 - October 2003
UBS June 2001 - October 2002
Fidelity Investments August 1999 - June 2001
Skills
Call Center, Financial Modeling, Marketing Management, Direct Marketing, Operations Management, Sales Management, New Business Development, Leadership Development, Strategic Financial..., Investments, Customer Retention, Sales, Account Management, Strategic Planning, Leadership, Sales Operations, Workforce Management, Call Centers, Team Leadership, Team Building, Business Development, Sales Process, CRM, Business Strategy, Call Center Development, Lead Generation, Team Management, Outsourcing, Marketing Strategy, Risk Management, Customer Satisfaction, Management, Inbound Marketing, Customer Experience, Performance Management, Contact Centers, Process Improvement, Vendor Management, Telemarketing, Strategy, Start-ups, Strategic Partnerships, Product Management, Telecommunications, Salesforce.com, Customer Acquisition, Selling, Direct Sales, Product Marketing, B2B
Education
Salt Lake Community College 1998 — 2000
None, Business
Woods Cross High School 1997 — 1999
HS Diploma, Business
Christopher Frystock Christopher Frystock's UBS Experience June 2007 - August 2007
Job Senior Associate at Inverness Graham Investments
Industry Venture Capital & Private Equity
Experience
Inverness Graham Investments September 2014 - Present
Inverness Graham Investments March 2013 - September 2014
Inverness Graham Investments May 2011 - March 2013
Boenning & Scattergood, Inc. May 2010 - April 2011
Saint Joseph's University August 2009 - May 2010
Boenning & Scattergood, Inc. June 2009 - May 2010
UBS June 2007 - August 2007
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Financial Analysis, LBO, Buyouts, Private Equity
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
MS, Financial Services
Saint Joseph's University 2004 — 2008
BS in Business Administration, Finance, Economics
The Ranney School 2000 — 2004
Inverness Graham Investments September 2014 - Present
Inverness Graham Investments March 2013 - September 2014
Inverness Graham Investments May 2011 - March 2013
Boenning & Scattergood, Inc. May 2010 - April 2011
Saint Joseph's University August 2009 - May 2010
Boenning & Scattergood, Inc. June 2009 - May 2010
UBS June 2007 - August 2007
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Financial Analysis, LBO, Buyouts, Private Equity
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
MS, Financial Services
Saint Joseph's University 2004 — 2008
BS in Business Administration, Finance, Economics
The Ranney School 2000 — 2004
Cory Gillyard Cory Gillyard's UBS Experience 2008 - 2011
Job Your source for computer service, support and repairs.
Industry Information Technology and Services
Experience
CG Computers and Electronics December 2013 - Present
CG Computers and Electronics December 2013 - Present
Toni's Techs March 2012 - September 2014
Berkeley College October 2011 - October 2011
Fairleigh Dickinson University August 2011 - October 2011
BAE Systems Information Technology May 2011 - July 2011
ASI System Integration April 2008 - April 2011
UBS 2008 - 2011
4G Data Systems Inc June 2006 - April 2008
Citigroup 2006 - 2007
Skills
Troubleshooting, Technical Support, Software Installation, Microsoft Exchange, Hardware, XP, Laptops, Help Desk Support, Servers, Networking, Windows 7, Printers, Windows Server, Remote Desktop, Disaster Recovery, Computer Hardware, Hardware Support, Microsoft Certified..., Security, Active Directory, A+ Certified, Windows XP, CompTIA A+, CompTIA Network+
Education
PC Tech Learning Center 2005 — 2006
Certificate, A+, N+, MCP
Saint Peter's University 1999 — 2004
Bachelors Of Science, Computer Science, Philosophy
CG Computers and Electronics December 2013 - Present
CG Computers and Electronics December 2013 - Present
Toni's Techs March 2012 - September 2014
Berkeley College October 2011 - October 2011
Fairleigh Dickinson University August 2011 - October 2011
BAE Systems Information Technology May 2011 - July 2011
ASI System Integration April 2008 - April 2011
UBS 2008 - 2011
4G Data Systems Inc June 2006 - April 2008
Citigroup 2006 - 2007
Skills
Troubleshooting, Technical Support, Software Installation, Microsoft Exchange, Hardware, XP, Laptops, Help Desk Support, Servers, Networking, Windows 7, Printers, Windows Server, Remote Desktop, Disaster Recovery, Computer Hardware, Hardware Support, Microsoft Certified..., Security, Active Directory, A+ Certified, Windows XP, CompTIA A+, CompTIA Network+
Education
PC Tech Learning Center 2005 — 2006
Certificate, A+, N+, MCP
Saint Peter's University 1999 — 2004
Bachelors Of Science, Computer Science, Philosophy
Rosa Chiappetta Rosa Chiappetta's UBS Experience April 2015 - Present
Job Human Resources Onboarding Specialist at UBS
Industry Human Resources
Experience
UBS April 2015 - Present
Mr. Frosty's Ice Cream March 2007 - Present
Marcia Selden Catering & Event Planning July 2013 - August 2013
Norm Bloom and Son LLC December 2012 - March 2013
Skills
Restaurant Management, Operations Management, PowerPoint, Microsoft Word, Employee Training, Customer Service, New Restaurant Openings, Leadership, QuickBooks, Microsoft Excel, Organization, Small Events, Teamwork, Management, Time Management, Recruiting, Event Planning, Microsoft Office, Sales
Education
Sacred Heart University 2010 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
UBS April 2015 - Present
Mr. Frosty's Ice Cream March 2007 - Present
Marcia Selden Catering & Event Planning July 2013 - August 2013
Norm Bloom and Son LLC December 2012 - March 2013
Skills
Restaurant Management, Operations Management, PowerPoint, Microsoft Word, Employee Training, Customer Service, New Restaurant Openings, Leadership, QuickBooks, Microsoft Excel, Organization, Small Events, Teamwork, Management, Time Management, Recruiting, Event Planning, Microsoft Office, Sales
Education
Sacred Heart University 2010 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Peter Santora Peter Santora's UBS Experience March 2007 - Present
Job Project Officer at UBS
Industry Financial Services
Experience
UBS March 2007 - Present
MSI Merchant Services Inc January 2003 - March 2007
Proponent Federal Credit Union January 1999 - January 2003
Skills
Project Delivery, Risk Management, Business Analysis, PMO, Project Management, Program Management, Governance, Project Portfolio..., Change Management, Business Process..., Visio, Resource Management, Vendor Management
Education
Saint Peter's University 1998 — 2002
Bachelor of Applied Science (BASc), Criminal Justice and Corrections
Belleville Senior High School 1994 — 1998
UBS March 2007 - Present
MSI Merchant Services Inc January 2003 - March 2007
Proponent Federal Credit Union January 1999 - January 2003
Skills
Project Delivery, Risk Management, Business Analysis, PMO, Project Management, Program Management, Governance, Project Portfolio..., Change Management, Business Process..., Visio, Resource Management, Vendor Management
Education
Saint Peter's University 1998 — 2002
Bachelor of Applied Science (BASc), Criminal Justice and Corrections
Belleville Senior High School 1994 — 1998
Nathan Collums Nathan Collums's UBS Experience November 2008 - Present
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS November 2008 - Present
Merrill Lynch June 2000 - November 2008
Education
Samford University 1996 — 2000
Bachelor of Science (BS), Accounting and Finance
UBS November 2008 - Present
Merrill Lynch June 2000 - November 2008
Education
Samford University 1996 — 2000
Bachelor of Science (BS), Accounting and Finance
Estes McLemore Estes McLemore's UBS Experience September 2011 - March 2012
Job Sr. Financial Sales Advisor at BBVA Compass
Industry Financial Services
Experience
BBVA Compass July 2013 - Present
Western & Southern Financial Group August 2012 - June 2013
UBS September 2011 - March 2012
Skills
Finance, Strategic Financial..., Financial Analysis, Investments, Microsoft Excel, Bloomberg Terminal, Leadership, Series 63, Portfolio Management, Accounting, Valuation, Retirement Planning, Sales, Customer Service, Financial Planning, Nonprofits
Education
Samford University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
BBVA Compass July 2013 - Present
Western & Southern Financial Group August 2012 - June 2013
UBS September 2011 - March 2012
Skills
Finance, Strategic Financial..., Financial Analysis, Investments, Microsoft Excel, Bloomberg Terminal, Leadership, Series 63, Portfolio Management, Accounting, Valuation, Retirement Planning, Sales, Customer Service, Financial Planning, Nonprofits
Education
Samford University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Jonathan R Jonathan R's UBS Experience June 2011 - August 2011
Job Business Development
Industry Financial Services
Experience
Latam Securities LLC June 2014 - Present
Euro Pacific Capital April 2012 - June 2014
UBS June 2011 - August 2011
Oswego Oil Service Corp December 2007 - February 2011
Saltaire Yacht Club Saltaire April 2009 - January 2011
Skills
Microsoft Excel, PowerPoint, Analysis, Sales, Microsoft Office, Microsoft Word, Marketing, Marketing Strategy, Customer Service, Training, Management, Research, Inventory Management, Market Research, Outlook, Finance, Financial Analysis, Financial Modeling
Education
Sacred Heart University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, marketing and digital marketing concentrations
Sacred Heart University, John F. Welch College of Business 2007 — 2012
Bachelor of Science, Business Administration
Latam Securities LLC June 2014 - Present
Euro Pacific Capital April 2012 - June 2014
UBS June 2011 - August 2011
Oswego Oil Service Corp December 2007 - February 2011
Saltaire Yacht Club Saltaire April 2009 - January 2011
Skills
Microsoft Excel, PowerPoint, Analysis, Sales, Microsoft Office, Microsoft Word, Marketing, Marketing Strategy, Customer Service, Training, Management, Research, Inventory Management, Market Research, Outlook, Finance, Financial Analysis, Financial Modeling
Education
Sacred Heart University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, marketing and digital marketing concentrations
Sacred Heart University, John F. Welch College of Business 2007 — 2012
Bachelor of Science, Business Administration
Bryan Schoff Bryan Schoff's UBS Experience December 2014 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS December 2014 - Present
Education
Saint Bonaventure University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
UBS December 2014 - Present
Education
Saint Bonaventure University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Eddie Padrino Eddie Padrino's UBS Experience August 2012 - December 2012
Job Padrino's Restaurants Inc.
Industry Facilities Services
Experience
Padrino's Restaurants Inc. September 2015 - Present
Trust Building Services January 2013 - May 2015
UBS August 2012 - December 2012
Padrino's Cuban Cuisine May 2008 - August 2012
Skills
Microsoft Excel, Customer Service
Education
Samford University 2008 — 2012
Bachelor of Science (BS), Finance
Padrino's Restaurants Inc. September 2015 - Present
Trust Building Services January 2013 - May 2015
UBS August 2012 - December 2012
Padrino's Cuban Cuisine May 2008 - August 2012
Skills
Microsoft Excel, Customer Service
Education
Samford University 2008 — 2012
Bachelor of Science (BS), Finance
Keegan Rosenberger's UBS Experience June 2004 - August 2004
Job Strategy & International Affairs at Relativity Media, LLC
Industry Entertainment
Experience
Relativity Media, LLC March 2012 - Present
NEBC July 2005 - September 2011
UBS June 2004 - August 2004
Education
Saint Anselm College 2001 — 2005
BA, Finance
Relativity Media, LLC March 2012 - Present
NEBC July 2005 - September 2011
UBS June 2004 - August 2004
Education
Saint Anselm College 2001 — 2005
BA, Finance
Steve Benjestorf Steve Benjestorf's UBS Experience August 1988 - April 2008
Job Principal/Owner Financial Advisor at SB Planning Inc
Industry Financial Services
Experience
SB Planning Inc./ Raymond James Financial Services Inc. April 2009 - Present
UBS August 1988 - April 2008
Skills
Investments, Wealth Management, Retirement Planning, Retirement, Equity Valuation, Wealth, 401k Rollovers, Mutual Funds, Fixed Annuities, Securities, Estate Planning, Employee Benefits, Financial Planners, Wealth Management..., Investment Management, Financial Advisory, Investment Advisory, Strategic Financial..., Series 63, 401k, Series 65, Life Insurance, Term Life Insurance, Series 7, Portfolio Management, Management, Finance, Tax, Variable Annuities, Building Trust, Long-term Care, Financial Services, Small Business, Insurance, Financial Risk, Estate Tax Planning, 529 Plans, Asset Management, Alternative Investments, Disability Insurance, Trust Services
Education
San Diego City College 1977 — 1978
AA Degree in Business Mid Management, Business, Management, Marketing, and Related Support Services
SB Planning Inc./ Raymond James Financial Services Inc. April 2009 - Present
UBS August 1988 - April 2008
Skills
Investments, Wealth Management, Retirement Planning, Retirement, Equity Valuation, Wealth, 401k Rollovers, Mutual Funds, Fixed Annuities, Securities, Estate Planning, Employee Benefits, Financial Planners, Wealth Management..., Investment Management, Financial Advisory, Investment Advisory, Strategic Financial..., Series 63, 401k, Series 65, Life Insurance, Term Life Insurance, Series 7, Portfolio Management, Management, Finance, Tax, Variable Annuities, Building Trust, Long-term Care, Financial Services, Small Business, Insurance, Financial Risk, Estate Tax Planning, 529 Plans, Asset Management, Alternative Investments, Disability Insurance, Trust Services
Education
San Diego City College 1977 — 1978
AA Degree in Business Mid Management, Business, Management, Marketing, and Related Support Services
Jack J. Calcagno Jack J. Calcagno's UBS Experience 1992 - 1998
Job Institutional Asset Management Sales & Relationship Manager
Industry Investment Management
Experience
BNY Mellon June 2011 - December 2012
VICTORY CAPITAL MANAGEMENT INC. December 1999 - December 2010
WALL STREET PORTFOLIO ADVISORS January 1998 - December 1999
UBS 1992 - 1998
Bank of America 1989 - 1992
JPMorgan Chase 1983 - 1989
ELF Aquitaine 1978 - 1982
Skills
Series 7, Fixed Income, Asset Managment, Alternative Investments, Investment Management, Hedge Funds, Investments, Financial Services, Asset Management, Investment Strategies, Asset Allocation, Series 63, Mutual Funds, Institutional..., Relationship Management, Securities Lending, Fund Of Funds, Equities
Education
St. John's University
Master of Business Administration (MBA)
St. John's University
B.S, Accounting
BNY Mellon June 2011 - December 2012
VICTORY CAPITAL MANAGEMENT INC. December 1999 - December 2010
WALL STREET PORTFOLIO ADVISORS January 1998 - December 1999
UBS 1992 - 1998
Bank of America 1989 - 1992
JPMorgan Chase 1983 - 1989
ELF Aquitaine 1978 - 1982
Skills
Series 7, Fixed Income, Asset Managment, Alternative Investments, Investment Management, Hedge Funds, Investments, Financial Services, Asset Management, Investment Strategies, Asset Allocation, Series 63, Mutual Funds, Institutional..., Relationship Management, Securities Lending, Fund Of Funds, Equities
Education
St. John's University
Master of Business Administration (MBA)
St. John's University
B.S, Accounting
R. Christopher Damon CFP®, CPM, CRPC®'s UBS Experience April 2008 - Present
Job First Vice PresidentWealth Management , Senior Portfolio Manager with Coburn Financial Group at UBS
Industry Financial Services
Experience
UBS April 2008 - Present
A.G. Edwards & Sons, Inc. June 1988 - March 2008
Skills
Series 7, Asset Management, Strategic Financial..., Investment Strategies, Estate Planning, Wealth Management..., Financial Advisory, Financial Services, Investment Management, Retirement Planning
Education
Saint Michael's College 1973 — 1977
B.A., Business Administration
UBS April 2008 - Present
A.G. Edwards & Sons, Inc. June 1988 - March 2008
Skills
Series 7, Asset Management, Strategic Financial..., Investment Strategies, Estate Planning, Wealth Management..., Financial Advisory, Financial Services, Investment Management, Retirement Planning
Education
Saint Michael's College 1973 — 1977
B.A., Business Administration
Anthony J. Cresci's UBS Experience 2004 - 2008
Job Senior Manager, Corporate and Business Development at Proofpoint
Industry Computer Software
Experience
Proofpoint January 2014 - Present
Proofpoint May 2013 - December 2013
UBS Investment Bank April 2012 - March 2013
Morgan Joseph TriArtisan July 2010 - April 2012
Platinum Equity 2010 - 2010
Fortress Investment Group 2009 - 2009
UBS 2004 - 2008
Union Bank July 2003 - June 2004
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Investments, Debt, Private Equity, Due Diligence, Series 7, Financial Analysis, Mergers & Acquisitions, Venture Capital, Portfolio Management, Asset Management, Fixed Income
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Finance
San Diego State University-California State University 1999 — 2003
BS, Finance
Proofpoint January 2014 - Present
Proofpoint May 2013 - December 2013
UBS Investment Bank April 2012 - March 2013
Morgan Joseph TriArtisan July 2010 - April 2012
Platinum Equity 2010 - 2010
Fortress Investment Group 2009 - 2009
UBS 2004 - 2008
Union Bank July 2003 - June 2004
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Investments, Debt, Private Equity, Due Diligence, Series 7, Financial Analysis, Mergers & Acquisitions, Venture Capital, Portfolio Management, Asset Management, Fixed Income
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Finance
San Diego State University-California State University 1999 — 2003
BS, Finance
Rob Rosa's UBS Experience January 1989 - June 2001
Job Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Merrill Lynch June 2001 - February 2009
UBS January 1989 - June 2001
Skills
401k Rollovers, Asset Allocation, Estate Investment..., Financial Services, Fixed-Income Strategies, Investment Planning, Investment Strategies, Retirement, Retirement Planning, Specific Products..., Wealth-Preservation..., Multigenerational..., Investments, Finance, Mutual Funds, Securities
Education
Saint Leo University 1983 — 1987
Bachelor of Arts, Business Administration
Wells Fargo Advisors, LLC February 2009 - Present
Merrill Lynch June 2001 - February 2009
UBS January 1989 - June 2001
Skills
401k Rollovers, Asset Allocation, Estate Investment..., Financial Services, Fixed-Income Strategies, Investment Planning, Investment Strategies, Retirement, Retirement Planning, Specific Products..., Wealth-Preservation..., Multigenerational..., Investments, Finance, Mutual Funds, Securities
Education
Saint Leo University 1983 — 1987
Bachelor of Arts, Business Administration
Michael Squillante's UBS Experience May 2013 - August 2013
Job Sonesta
Industry Hospitality
Experience
Clearwater Communications, Incorporated January 2014 - March 2014
UBS May 2013 - August 2013
Catholic Sports Camp June 2006 - August 2013
Babylon Yacht Club May 2007 - November 2010
Skills
Analysis, Bloomberg, Finance, Fixed Income, Management, Risk Management, Business Analysis, Access, Data Analysis, Financial Analysis, Teamwork, Leadership, Microsoft Excel, Training, Customer Service, Retail, PowerPoint, Public Speaking, Social Media
Education
Saint Leo University 2009 — 2014
Communications Management
Saint John the Baptist Diocesan High School 2005 — 2009
Clearwater Communications, Incorporated January 2014 - March 2014
UBS May 2013 - August 2013
Catholic Sports Camp June 2006 - August 2013
Babylon Yacht Club May 2007 - November 2010
Skills
Analysis, Bloomberg, Finance, Fixed Income, Management, Risk Management, Business Analysis, Access, Data Analysis, Financial Analysis, Teamwork, Leadership, Microsoft Excel, Training, Customer Service, Retail, PowerPoint, Public Speaking, Social Media
Education
Saint Leo University 2009 — 2014
Communications Management
Saint John the Baptist Diocesan High School 2005 — 2009
Sean Mead Sean Mead's UBS Experience January 1997 - November 1998
Job Internal Management Consultant
Industry Banking
Experience
BNY Mellon July 2001 - Present
Constantin Control Associates December 1997 - July 2001
UBS January 1997 - November 1998
SUMMIT CAPITAL June 1995 - December 1996
Granite Capital March 1994 - June 1995
Bankers Trust Company 1986 - 1994
Skills
Integration, Program Management, Operations Management, Operational Excellence, Project Management, Project Planning, MS Project, Emerging Markets, Finance, Hedge Funds, Trading, Business Analysis, Management, Fixed Income, Securities
Education
St. Peter's College 1982 — 1986
Bachelor of Science (BS), Marketing, 4.0
Saint Peter's Prep
BNY Mellon July 2001 - Present
Constantin Control Associates December 1997 - July 2001
UBS January 1997 - November 1998
SUMMIT CAPITAL June 1995 - December 1996
Granite Capital March 1994 - June 1995
Bankers Trust Company 1986 - 1994
Skills
Integration, Program Management, Operations Management, Operational Excellence, Project Management, Project Planning, MS Project, Emerging Markets, Finance, Hedge Funds, Trading, Business Analysis, Management, Fixed Income, Securities
Education
St. Peter's College 1982 — 1986
Bachelor of Science (BS), Marketing, 4.0
Saint Peter's Prep
David Dispenziere David Dispenziere's UBS Experience June 2011 - August 2011
Job Student at Saint Joseph's University
Industry Marketing and Advertising
Experience
Saint Joseph's University August 2009 - Present
ING Financial Partners June 2012 - October 2012
UBS June 2011 - August 2011
Bergen County Courthouse June 2009 - August 2010
Skills
Innovation, Self Leadership, Social Media Marketing, Collaboration, Creativity, People Skills, Communication, Creative Problem Solving, Challenges Constraints, Public Speaking
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Saint Joseph's University August 2009 - Present
ING Financial Partners June 2012 - October 2012
UBS June 2011 - August 2011
Bergen County Courthouse June 2009 - August 2010
Skills
Innovation, Self Leadership, Social Media Marketing, Collaboration, Creativity, People Skills, Communication, Creative Problem Solving, Challenges Constraints, Public Speaking
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Adam Seperack Adam Seperack's UBS Experience May 2014 - Present
Job Registered Client Service Associate at Chrysalis Wealth PartnersUBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2014 - Present
UBS September 2012 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Public Speaking, Social Networking, Event Planning, Leadership
Education
San Diego State University-California State University 2009 — 2013
Finance, General
Acalanes High School 2005 — 2009
UBS May 2014 - Present
UBS September 2012 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Public Speaking, Social Networking, Event Planning, Leadership
Education
San Diego State University-California State University 2009 — 2013
Finance, General
Acalanes High School 2005 — 2009
F. Weller Meyer, Jr. F. Weller Meyer, Jr.'s UBS Experience 1999 - 2002
Job Senior Vice President at Capitol Land Co.
Industry Commercial Real Estate
Experience
Capitol Land Co. 2006 - Present
Colliers Turley Martin Tucker 2004 - 2006
UBS 1999 - 2002
Skills
Leases, Location Intelligence, Lease Administration, Disposition, Real Estate, Commercial Real Estate, Lease Negotiations, Brokerage, Corporate Real Estate, Tenant Representation, Tenant
Education
John Cook School of Business at Saint Louis University 2002 — 2004
Full-Time MBA
Georgetown Preparatory High School
Saint Louis University
BA
Capitol Land Co. 2006 - Present
Colliers Turley Martin Tucker 2004 - 2006
UBS 1999 - 2002
Skills
Leases, Location Intelligence, Lease Administration, Disposition, Real Estate, Commercial Real Estate, Lease Negotiations, Brokerage, Corporate Real Estate, Tenant Representation, Tenant
Education
John Cook School of Business at Saint Louis University 2002 — 2004
Full-Time MBA
Georgetown Preparatory High School
Saint Louis University
BA
Victor Dvortsov Victor Dvortsov's UBS Experience February 2006 - June 2010
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2010 - Present
UBS February 2006 - June 2010
PacifiCorp January 2002 - January 2006
Enron October 2001 - December 2001
Skills
Analysis, Analytics, Commodity, Data Analysis, Financial Risk, Fixed Income, Forecasting, Gas, Hedging, Options, Petroleum, Quantitative Finance, Risk Management, VAR, Valuation
Education
The University of Chicago 2006 — 2008
MS, Financial Mathematics
Stony Brook University 1992 — 1998
Ph.D., Atmospheric Science
Sankt-Peterburgskij Gosudarstvennyj Universitet
MS, Mathematical Physics
Morgan Stanley May 2010 - Present
UBS February 2006 - June 2010
PacifiCorp January 2002 - January 2006
Enron October 2001 - December 2001
Skills
Analysis, Analytics, Commodity, Data Analysis, Financial Risk, Fixed Income, Forecasting, Gas, Hedging, Options, Petroleum, Quantitative Finance, Risk Management, VAR, Valuation
Education
The University of Chicago 2006 — 2008
MS, Financial Mathematics
Stony Brook University 1992 — 1998
Ph.D., Atmospheric Science
Sankt-Peterburgskij Gosudarstvennyj Universitet
MS, Mathematical Physics
Brian Mirek's UBS Experience 1998 - 2001
Job Helping companies clean, correct and collect data smarter at Experian Data Quality
Industry Computer Software
Experience
Experian Data Quality July 2015 - Present
Staples Advantage May 2011 - July 2015
Staples Advantage October 2005 - May 2011
Staples Advantage April 2003 - October 2005
Cintas February 2002 - March 2003
hibu June 2001 - January 2002
UBS 1998 - 2001
Skills
Public Speaking, Salesforce.com, Team Building, Contract Negotiation, Team Leadership, Leadership Development, Sales Management, New Business Acquisition, New Business Development, Team Motivator, Interview Coaching, WebEx, Leading Change, Territory Planning, Sales Process, Process Excellence, Kaizen, Cold Calling, B2B, Sales Operations, Job Coaching, Business Acquisition, Strategic Partnerships, Sales Presentations, Social Media, Situational Leadership, Selling, Lead Generation, Great Motivator, Business Development, Account Management, Management, Customer Satisfaction, Program Management, Foreign Exchange, Sales Compensation, Strategic Leadership, Leadership, Customer Retention, Sales, Recruiting, Direct Sales, Solution Selling, Pricing, Major Accounts, Qualifying Prospects, Key Account Management, Building Relationships, Sales Force Development, P&L Management
Education
Saint Michael's College 1997 — 2001
Bachelor's, Business
Experian Data Quality July 2015 - Present
Staples Advantage May 2011 - July 2015
Staples Advantage October 2005 - May 2011
Staples Advantage April 2003 - October 2005
Cintas February 2002 - March 2003
hibu June 2001 - January 2002
UBS 1998 - 2001
Skills
Public Speaking, Salesforce.com, Team Building, Contract Negotiation, Team Leadership, Leadership Development, Sales Management, New Business Acquisition, New Business Development, Team Motivator, Interview Coaching, WebEx, Leading Change, Territory Planning, Sales Process, Process Excellence, Kaizen, Cold Calling, B2B, Sales Operations, Job Coaching, Business Acquisition, Strategic Partnerships, Sales Presentations, Social Media, Situational Leadership, Selling, Lead Generation, Great Motivator, Business Development, Account Management, Management, Customer Satisfaction, Program Management, Foreign Exchange, Sales Compensation, Strategic Leadership, Leadership, Customer Retention, Sales, Recruiting, Direct Sales, Solution Selling, Pricing, Major Accounts, Qualifying Prospects, Key Account Management, Building Relationships, Sales Force Development, P&L Management
Education
Saint Michael's College 1997 — 2001
Bachelor's, Business
Kyara Smith Kyara Smith's UBS Experience March 2014 - Present
Job Registered Client Service Associate at UBS
Industry Investment Management
Experience
UBS March 2014 - Present
Berkshire Hathaway Homestate Companies April 2013 - July 2013
Cymer June 2012 - September 2012
San Diego French American Chamber of Commerce May 2011 - August 2011
Aztec International Rescue Committee July 2010 - December 2010
Education
San Diego State University-California State University 2007 — 2012
Bachelor's of Arts, International Business, Minor in International Security & Conflict Resolution
ESC Toulouse 2011 — 2012
Bachelor's Degree, International Management
UBS March 2014 - Present
Berkshire Hathaway Homestate Companies April 2013 - July 2013
Cymer June 2012 - September 2012
San Diego French American Chamber of Commerce May 2011 - August 2011
Aztec International Rescue Committee July 2010 - December 2010
Education
San Diego State University-California State University 2007 — 2012
Bachelor's of Arts, International Business, Minor in International Security & Conflict Resolution
ESC Toulouse 2011 — 2012
Bachelor's Degree, International Management
Nicole Apen Nicole Apen's UBS Experience August 2004 - February 2013
Job Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott February 2013 - Present
UBS August 2004 - February 2013
Education
Salem College
Bachelor of Arts (B.A.), History
Janney Montgomery Scott February 2013 - Present
UBS August 2004 - February 2013
Education
Salem College
Bachelor of Arts (B.A.), History
Jaclyn Bellino Jaclyn Bellino's UBS Experience August 2015 - Present
Job Wealth Management Campus Recruiter at UBS
Industry Human Resources
Experience
UBS August 2015 - Present
UBS August 2014 - Present
UBS August 2014 - August 2015
Allegis Global Solutions August 2013 - August 2014
Sacred Heart University March 2011 - November 2013
Bridgewater Associates October 2012 - August 2013
21 Club, Orient-Express Hotels Ltd. April 2012 - October 2012
Sacred Heart University May 2011 - October 2012
Sacred Heart University May 2010 - October 2011
Child and Family Guidance Center January 2011 - May 2011
Skills
Microsoft Office, Industrial Organization, Fundraising, Event Planning, Event Management, Outlook, PowerPoint, Time Management, Leadership, Training, Human Resources, Social Networking, Microsoft Word, Interviews, Management, Public Speaking, Recruiting
Education
Sacred Heart University 2011 — 2012
Masters in Applied Psychology, Industrial Organzational Psychology
Sacred Heart University 2007 — 2011
Bachelor of Science, Psychology
UBS August 2015 - Present
UBS August 2014 - Present
UBS August 2014 - August 2015
Allegis Global Solutions August 2013 - August 2014
Sacred Heart University March 2011 - November 2013
Bridgewater Associates October 2012 - August 2013
21 Club, Orient-Express Hotels Ltd. April 2012 - October 2012
Sacred Heart University May 2011 - October 2012
Sacred Heart University May 2010 - October 2011
Child and Family Guidance Center January 2011 - May 2011
Skills
Microsoft Office, Industrial Organization, Fundraising, Event Planning, Event Management, Outlook, PowerPoint, Time Management, Leadership, Training, Human Resources, Social Networking, Microsoft Word, Interviews, Management, Public Speaking, Recruiting
Education
Sacred Heart University 2011 — 2012
Masters in Applied Psychology, Industrial Organzational Psychology
Sacred Heart University 2007 — 2011
Bachelor of Science, Psychology
Dan Tichenor, CFA Dan Tichenor, CFA's UBS Experience 2012 - Present
Job Wealth Strategy Associate at UBS Institutional Consulting, a division of UBS
Industry Investment Management
Experience
UBS 2012 - Present
UBS Private Wealth Management 2011 - 2012
UBS 2008 - 2011
Robert Half International - Financial Services Group 2007 - 2008
MetLife Securities, Inc. 2004 - 2007
Education
University of Oxford - Said Business School
Private Equity
Saint Mary's College of California 2000 — 2004
Bachelor's of Science in Economics, Business Administration
UBS 2012 - Present
UBS Private Wealth Management 2011 - 2012
UBS 2008 - 2011
Robert Half International - Financial Services Group 2007 - 2008
MetLife Securities, Inc. 2004 - 2007
Education
University of Oxford - Said Business School
Private Equity
Saint Mary's College of California 2000 — 2004
Bachelor's of Science in Economics, Business Administration
Daniel Chiappetta Daniel Chiappetta's UBS Experience June 2011 - August 2011
Job Entrepreneur
Industry Financial Services
Experience
Stonington Realty September 2008 - Present
Sole Proprietor May 2006 - Present
UBS June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg Terminal, FactSet, QuickBooks, Photoshop
Education
St. John's University 2008 — 2012
Bachelor of Science (BS), Finance and Financial Management Services
Stonington Realty September 2008 - Present
Sole Proprietor May 2006 - Present
UBS June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg Terminal, FactSet, QuickBooks, Photoshop
Education
St. John's University 2008 — 2012
Bachelor of Science (BS), Finance and Financial Management Services
Joe Duchek Joe Duchek's UBS Experience June 2014 - Present
Job Head of Group Balance Sheet Disclosure and Analysis at UBS
Industry Financial Services
Experience
UBS June 2014 - Present
UBS July 2012 - May 2014
UBS May 2011 - July 2012
Ernst & Young June 2004 - April 2011
Skills
IFRS, US GAAP, Financial Reporting, SOX, Financial Analysis
Education
Saint Louis University 2000 — 2004
BSBA, Accounting & Finance
UBS June 2014 - Present
UBS July 2012 - May 2014
UBS May 2011 - July 2012
Ernst & Young June 2004 - April 2011
Skills
IFRS, US GAAP, Financial Reporting, SOX, Financial Analysis
Education
Saint Louis University 2000 — 2004
BSBA, Accounting & Finance
Sean Howard, CIMA® Sean Howard, CIMA®'s UBS Experience May 2005 - Present
Job Account Vice President UBS Wealth Management
Industry Financial Services
Experience
UBS May 2005 - Present
Enterprise Rent A Car 2004 - 2005
Seneca Niagara Casino December 2002 - July 2004
Education
The University of Chicago - Booth School of Business
CIMA
Saint Bonaventure University 2003 — 2009
MBA, Finance/Accounting
State University of New York College at Buffalo 1994 — 1999
BS, Business Administration
Maryvale
UBS May 2005 - Present
Enterprise Rent A Car 2004 - 2005
Seneca Niagara Casino December 2002 - July 2004
Education
The University of Chicago - Booth School of Business
CIMA
Saint Bonaventure University 2003 — 2009
MBA, Finance/Accounting
State University of New York College at Buffalo 1994 — 1999
BS, Business Administration
Maryvale
Tori Gray's UBS Experience September 2015 - Present
Job Intern at UBS Financial Services
Industry Financial Services
Experience
UBS September 2015 - Present
Hara CPA Professional Services, Inc. July 2015 - August 2015
Imperial Hay Sales Inc June 2009 - August 2012
Skills
Marketing, Microsoft Office, Teamwork, Customer Service, Time Management, Finance, Public Relations, Sales, Accounting, Customer Satisfaction, Microsoft Excel, Social Media, Organizational...
Education
University of San Diego School of Business Administration 2014 — 2016
Finance, General
San Diego Mesa College 2012 — 2015
Accounting
UBS September 2015 - Present
Hara CPA Professional Services, Inc. July 2015 - August 2015
Imperial Hay Sales Inc June 2009 - August 2012
Skills
Marketing, Microsoft Office, Teamwork, Customer Service, Time Management, Finance, Public Relations, Sales, Accounting, Customer Satisfaction, Microsoft Excel, Social Media, Organizational...
Education
University of San Diego School of Business Administration 2014 — 2016
Finance, General
San Diego Mesa College 2012 — 2015
Accounting
Amy Berkholtz Amy Berkholtz's UBS Experience November 1997 - March 2000
Job Media Adviser, Marketing and Revenue Consultant
Industry Entertainment
Experience
Independent April 2007 - Present
Gold Derby, Inc. October 2011 - July 2015
Tribune Interactive January 2006 - April 2007
Variety, Inc. January 2003 - January 2006
Reed Business Information July 2001 - January 2003
Virage March 2000 - July 2001
UBS November 1997 - March 2000
Skills
Digital Media, Online Advertising, Integrated Marketing, Marketing Strategy, Start-ups, Entrepreneurship, Advertising, Strategy, Entertainment, Music Industry, Creative Direction, Television, Marketing, Music, Film, Music Management, Business Development, Content Development, Leadership, Publishing, Strategic Partnerships, Content Strategy, Digital Marketing, Social Media Marketing, Digital Strategy, Social Networking
Education
San Diego State University-California State University
Bachelor's Degree, Communication
Independent April 2007 - Present
Gold Derby, Inc. October 2011 - July 2015
Tribune Interactive January 2006 - April 2007
Variety, Inc. January 2003 - January 2006
Reed Business Information July 2001 - January 2003
Virage March 2000 - July 2001
UBS November 1997 - March 2000
Skills
Digital Media, Online Advertising, Integrated Marketing, Marketing Strategy, Start-ups, Entrepreneurship, Advertising, Strategy, Entertainment, Music Industry, Creative Direction, Television, Marketing, Music, Film, Music Management, Business Development, Content Development, Leadership, Publishing, Strategic Partnerships, Content Strategy, Digital Marketing, Social Media Marketing, Digital Strategy, Social Networking
Education
San Diego State University-California State University
Bachelor's Degree, Communication
David Backman David Backman's UBS Experience March 2009 - June 2009
Job Sales Manager at BISON
Industry Financial Services
Experience
BISON April 2014 - Present
Michael Page - US July 2012 - April 2014
United Nations Football Club Inc. February 2010 - July 2012
Northwestern Mutual June 2009 - July 2012
UBS March 2009 - June 2009
Skills
Series 7, Financial Analysis, Strategic Financial..., Investments, Retirement Planning, Mutual Funds, Microsoft Excel, Series 63, Financial Modeling, Finance, Retirement, Recruiting
Education
Sacred Heart University 2005 — 2009
BS, Business & Finance
Aspero Idrottsgymnasium 2002 — 2005
Business and IT
BISON April 2014 - Present
Michael Page - US July 2012 - April 2014
United Nations Football Club Inc. February 2010 - July 2012
Northwestern Mutual June 2009 - July 2012
UBS March 2009 - June 2009
Skills
Series 7, Financial Analysis, Strategic Financial..., Investments, Retirement Planning, Mutual Funds, Microsoft Excel, Series 63, Financial Modeling, Finance, Retirement, Recruiting
Education
Sacred Heart University 2005 — 2009
BS, Business & Finance
Aspero Idrottsgymnasium 2002 — 2005
Business and IT
Lorraine Davis's UBS Experience October 2007 - May 2009
Job Brokerage Specialist
Industry Financial Services
Experience
Vanderbilt Financial Group July 2014 - Present
UBS October 2007 - May 2009
Skills
Asset Allocation, Customer Service, Equities, Fixed Income, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, PowerPoint, Securities, Series 7, Wealth Management
Education
St. Joseph's University 2003 — 2007
Bachelor's, Finance
Vanderbilt Financial Group July 2014 - Present
UBS October 2007 - May 2009
Skills
Asset Allocation, Customer Service, Equities, Fixed Income, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, PowerPoint, Securities, Series 7, Wealth Management
Education
St. Joseph's University 2003 — 2007
Bachelor's, Finance
Francis McGrail's UBS Experience June 1982 - August 2009
Job Managing Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank Private Wealth Management August 2009 - Present
UBS June 1982 - August 2009
Skills
Sales Leader, Business Growth Coach, Brand Development, Client Interfacing, Risk Management, Wealth Management, Private Banking, Industry Arbitrator, Equities, Alternative Investments, Capital Markets, CRM, Fixed Income, Asset Management, Hedge Funds, Investments, Series 7, Financial Services, Mutual Funds, Securities, Series 63
Education
Saint Peter's College 1977 — 1979
Bachelor of Science (BS), Political Science and Government
Saint Peter's University 1977 — 1979
Bachelor's degree, Political Science and Government
Deutsche Bank Private Wealth Management August 2009 - Present
UBS June 1982 - August 2009
Skills
Sales Leader, Business Growth Coach, Brand Development, Client Interfacing, Risk Management, Wealth Management, Private Banking, Industry Arbitrator, Equities, Alternative Investments, Capital Markets, CRM, Fixed Income, Asset Management, Hedge Funds, Investments, Series 7, Financial Services, Mutual Funds, Securities, Series 63
Education
Saint Peter's College 1977 — 1979
Bachelor of Science (BS), Political Science and Government
Saint Peter's University 1977 — 1979
Bachelor's degree, Political Science and Government
Brooke Pagnotta Brooke Pagnotta's UBS Experience May 2015 - Present
Job Recruiting Coordinator at UBS
Industry Financial Services
Experience
UBS May 2015 - Present
Axinn, Veltrop & Harkrider LLP March 2013 - May 2015
Rutabaga Capital Management, LLC September 2012 - February 2013
University of New Hampshire Housing Department June 2008 - August 2011
Skills
Human Resources, Event Planning, Team Leadership, Microsoft Office, Office Administration, Interviews, Social Media, Facebook, Research, Administrative..., Fundraising, Recruiting, Corporate Recruiting, International Relations, Microsoft Word, Microsoft Excel, Administrative..., Nonprofits
Education
Saint Michael's College 2008 — 2012
Bachelor of Arts (B.A.), Gender Studies
Mediterranean Center of Arts and Sciences 2011 — 2011
UBS May 2015 - Present
Axinn, Veltrop & Harkrider LLP March 2013 - May 2015
Rutabaga Capital Management, LLC September 2012 - February 2013
University of New Hampshire Housing Department June 2008 - August 2011
Skills
Human Resources, Event Planning, Team Leadership, Microsoft Office, Office Administration, Interviews, Social Media, Facebook, Research, Administrative..., Fundraising, Recruiting, Corporate Recruiting, International Relations, Microsoft Word, Microsoft Excel, Administrative..., Nonprofits
Education
Saint Michael's College 2008 — 2012
Bachelor of Arts (B.A.), Gender Studies
Mediterranean Center of Arts and Sciences 2011 — 2011
Sharon Gleckner Sharon Gleckner's UBS Experience June 2004 - March 2009
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
UBS June 2004 - March 2009
Skills
Investments, Retirement Planning, Asset Allocation, Alternative Investments, Financial Services, IRAs, Insurance, Mutual Funds
Education
Saint Joseph's University 1974 — 1978
BS, Psychology
Wells Fargo Advisors, LLC 2009 - Present
UBS June 2004 - March 2009
Skills
Investments, Retirement Planning, Asset Allocation, Alternative Investments, Financial Services, IRAs, Insurance, Mutual Funds
Education
Saint Joseph's University 1974 — 1978
BS, Psychology
AJ Selvaggio's UBS Experience August 2015 - Present
Job Intern at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Founders Investment Banking June 2015 - August 2015
Shannon Waltchack January 2015 - May 2015
ProResource, Inc. May 2014 - August 2014
Holiday Inn London Kensington Forum February 2014 - May 2014
ProResource, Inc. June 2013 - May 2014
Skills
Leadership, Sales, Social Media, Accounting, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Event Planning, Social Networking, Facebook, Teamwork
Education
Samford University 2012 — 2016
Finance/Economics, Junior
The Geneva School
UBS August 2015 - Present
Founders Investment Banking June 2015 - August 2015
Shannon Waltchack January 2015 - May 2015
ProResource, Inc. May 2014 - August 2014
Holiday Inn London Kensington Forum February 2014 - May 2014
ProResource, Inc. June 2013 - May 2014
Skills
Leadership, Sales, Social Media, Accounting, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Event Planning, Social Networking, Facebook, Teamwork
Education
Samford University 2012 — 2016
Finance/Economics, Junior
The Geneva School
Ashley Wunderlich Ashley Wunderlich's UBS Experience August 2009 - August 2010
Job Mutual Fund Research Associate Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2014 - Present
Edward Jones October 2010 - May 2014
UBS August 2009 - August 2010
Lehman Brothers June 2008 - August 2008
Skills
Fixed Income, Trading, Mutual Funds, Finance, Investments, Portfolio Management, Equities, Series 7, Wealth Management, Securities
Education
St. Mary’s University, Twickenham 2009 — 2010
Postgraduate Certificate in Business Administration, International Business
Saint Louis University 2005 — 2009
Bachelor of Science (B.S.), Economics
Edward Jones May 2014 - Present
Edward Jones October 2010 - May 2014
UBS August 2009 - August 2010
Lehman Brothers June 2008 - August 2008
Skills
Fixed Income, Trading, Mutual Funds, Finance, Investments, Portfolio Management, Equities, Series 7, Wealth Management, Securities
Education
St. Mary’s University, Twickenham 2009 — 2010
Postgraduate Certificate in Business Administration, International Business
Saint Louis University 2005 — 2009
Bachelor of Science (B.S.), Economics
Brian Ward's UBS Experience March 2007 - June 2008
Job Founder Principal at Creative Edge Legal Graphics
Industry Legal Services
Experience
Creative Edge Legal Graphics June 2008 - Present
UBS March 2007 - June 2008
The Focal Point, LLC 1995 - 2007
Franklin Templeton Investments 1992 - 1995
Franklin Templeton Investments 1990 - 1992
Franklin Templeton Investments August 1989 - June 1990
Skills
Intellectual Property, Litigation Support, Graphic Design, Commercial Litigation, Trials, Civil Litigation, Product Liability, Employment Law, Securities, Business Development, New Business Development, Patent Litigation, Litigation, Arbitration, Trade Secrets, Mediation, Class Actions, Dispute Resolution, Alternative Dispute..., Legal Assistance, Business Litigation
Education
University of San Francisco 1992 — 1995
Master of Business Administration (M.B.A.)
Saint Mary's College of California 1985 — 1989
B.S.
St. Francis H.S., Mountain View, CA 1981 — 1985
Creative Edge Legal Graphics June 2008 - Present
UBS March 2007 - June 2008
The Focal Point, LLC 1995 - 2007
Franklin Templeton Investments 1992 - 1995
Franklin Templeton Investments 1990 - 1992
Franklin Templeton Investments August 1989 - June 1990
Skills
Intellectual Property, Litigation Support, Graphic Design, Commercial Litigation, Trials, Civil Litigation, Product Liability, Employment Law, Securities, Business Development, New Business Development, Patent Litigation, Litigation, Arbitration, Trade Secrets, Mediation, Class Actions, Dispute Resolution, Alternative Dispute..., Legal Assistance, Business Litigation
Education
University of San Francisco 1992 — 1995
Master of Business Administration (M.B.A.)
Saint Mary's College of California 1985 — 1989
B.S.
St. Francis H.S., Mountain View, CA 1981 — 1985
James Cooksey's UBS Experience June 2014 - August 2014
Job Student at Sacred Heart University
Industry Financial Services
Experience
UBS June 2014 - August 2014
Norwalk Parks and Recreation July 2013 - August 2013
Ring's End June 2012 - August 2012
Sono Field House December 2011 - January 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Ability to work with..., Communication, Critical Thinking, Responsibility, Reliability, Strategy, Time Management, Social Networking, Research, Teamwork
Education
Sacred Heart University 2011 — 2015
Sacred Heart University
Bachelors of Science Degree in Finance and Economics
UBS June 2014 - August 2014
Norwalk Parks and Recreation July 2013 - August 2013
Ring's End June 2012 - August 2012
Sono Field House December 2011 - January 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Ability to work with..., Communication, Critical Thinking, Responsibility, Reliability, Strategy, Time Management, Social Networking, Research, Teamwork
Education
Sacred Heart University 2011 — 2015
Sacred Heart University
Bachelors of Science Degree in Finance and Economics
Ed Schulz Ed Schulz's UBS Experience April 2001 - March 2008
Job VP Commercial Real Estate
Industry Real Estate
Experience
Elite Commercial April 2008 - Present
UBS April 2001 - March 2008
Skills
Management, Project Portfolio..., Sales, Project Coordination, Real Estate, Asset Managment, Portfolio Management, Real Estate Transactions, Asset Management, Residential Homes, Short Sales, Sellers, Real Estate Development, Real Estate Economics, Commercial Real Estate, Disposition
Education
Saint John's University 1979 — 1981
BS, Business Management
Elite Commercial April 2008 - Present
UBS April 2001 - March 2008
Skills
Management, Project Portfolio..., Sales, Project Coordination, Real Estate, Asset Managment, Portfolio Management, Real Estate Transactions, Asset Management, Residential Homes, Short Sales, Sellers, Real Estate Development, Real Estate Economics, Commercial Real Estate, Disposition
Education
Saint John's University 1979 — 1981
BS, Business Management
Alexandria Naldoza Alexandria Naldoza's UBS Experience February 2012 - May 2012
Job Account Executive
Industry Marketing and Advertising
Experience
Yelp February 2015 - Present
UC Davis July 2014 - January 2015
UC Davis August 2013 - January 2015
UBS February 2012 - May 2012
Carpi & Clay Government Relations May 2009 - August 2009
Skills
Marketing, Social Media, Event Planning, PowerPoint, Social Networking, Management, Facebook, Marketing Communications, Microsoft Excel, Microsoft Office, Social Media Marketing, Microsoft Word, Public Relations, Adobe InDesign
Education
University of California, Davis 2012 — 2014
Bachelor of Arts (B.A.), Communication, General, Psychology Minor, 4th year, Senior
St. Mary's College of California 2010 — 2012
Communication, General
Yelp February 2015 - Present
UC Davis July 2014 - January 2015
UC Davis August 2013 - January 2015
UBS February 2012 - May 2012
Carpi & Clay Government Relations May 2009 - August 2009
Skills
Marketing, Social Media, Event Planning, PowerPoint, Social Networking, Management, Facebook, Marketing Communications, Microsoft Excel, Microsoft Office, Social Media Marketing, Microsoft Word, Public Relations, Adobe InDesign
Education
University of California, Davis 2012 — 2014
Bachelor of Arts (B.A.), Communication, General, Psychology Minor, 4th year, Senior
St. Mary's College of California 2010 — 2012
Communication, General
Alexa Pacheco Alexa Pacheco's UBS Experience March 2014 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS March 2014 - Present
Providence Media October 2013 - March 2014
Cruising World and Sailing World Magazines, publications of Bonnier Corp. June 2012 - September 2012
Salve Regina University May 2011 - June 2012
RE/MAX Cornertsone Realty September 2009 - August 2010
Education
Salve Regina University 2008 — 2012
Bachelor of Arts (B.A.)
Universidad Antonio de Nebrija 2010 — 2010
Bachelor's Degree
UBS March 2014 - Present
Providence Media October 2013 - March 2014
Cruising World and Sailing World Magazines, publications of Bonnier Corp. June 2012 - September 2012
Salve Regina University May 2011 - June 2012
RE/MAX Cornertsone Realty September 2009 - August 2010
Education
Salve Regina University 2008 — 2012
Bachelor of Arts (B.A.)
Universidad Antonio de Nebrija 2010 — 2010
Bachelor's Degree
Michael Auger's UBS Experience June 2013 - August 2013
Job Financial Services Professional
Industry Financial Services
Experience
JB Drax Honore July 2014 - Present
UBS June 2013 - August 2013
UBS 2013 - 2013
Merrill Lynch January 2010 - May 2010
Education
Saint Peter's University
BS, Business Management
JB Drax Honore July 2014 - Present
UBS June 2013 - August 2013
UBS 2013 - 2013
Merrill Lynch January 2010 - May 2010
Education
Saint Peter's University
BS, Business Management
Rebekah (Talley) Jenkins's UBS Experience September 2014 - December 2014
Job Assistant Consultant I at Management Solutions
Industry Financial Services
Experience
Management Solutions July 2015 - Present
Brock School of Business Bullldog Fund December 2014 - May 2015
UBS September 2014 - December 2014
Ross Stores, Inc. June 2014 - August 2014
Classical Conversations May 2012 - June 2012
Self Employed February 2012 - May 2012
Lighthouse Christian Homeschool Academy September 2011 - December 2011
Henry Family May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Leadership, Curriculum Design, Teaching, Research, Time Management, Data Analysis, Teamwork, Public Relations
Education
Samford University 2013 — 2015
Bachelor of Science (BS), Finance
St. Petersburg College 2011 — 2013
Associate of Arts (AA)
Management Solutions July 2015 - Present
Brock School of Business Bullldog Fund December 2014 - May 2015
UBS September 2014 - December 2014
Ross Stores, Inc. June 2014 - August 2014
Classical Conversations May 2012 - June 2012
Self Employed February 2012 - May 2012
Lighthouse Christian Homeschool Academy September 2011 - December 2011
Henry Family May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Leadership, Curriculum Design, Teaching, Research, Time Management, Data Analysis, Teamwork, Public Relations
Education
Samford University 2013 — 2015
Bachelor of Science (BS), Finance
St. Petersburg College 2011 — 2013
Associate of Arts (AA)
Amanda Abbott Amanda Abbott's UBS Experience January 2014 - May 2014
Job Student at Samford University
Industry Financial Services
Experience
Bridge Terminal Transport July 2014 - July 2014
Downey and Cleveland June 2014 - July 2014
UBS January 2014 - May 2014
Nautix June 2010 - July 2013
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Leadership, Event Planning, Teamwork, Time Management, Research
Education
Samford University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Bridge Terminal Transport July 2014 - July 2014
Downey and Cleveland June 2014 - July 2014
UBS January 2014 - May 2014
Nautix June 2010 - July 2013
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Leadership, Event Planning, Teamwork, Time Management, Research
Education
Samford University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Matthew Barnathan's UBS Experience June 2010 - August 2010
Job Portfolio Specialist Separately Managed Accounts at BlackRock
Industry Financial Services
Experience
WBI Investments July 2015 - Present
BlackRock November 2012 - July 2015
Marathon Energy Corporation November 2011 - November 2012
UBS June 2010 - August 2010
Atlantic Development Group June 2009 - August 2009
Skills
Series 7, Series 66, MBA, Investments, Financial Markets, Portfolio Management, Bloomberg, Risk Management, Equities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2013
MBA, Finance
Saint Joseph's University 2006 — 2010
BS, Finance
WBI Investments July 2015 - Present
BlackRock November 2012 - July 2015
Marathon Energy Corporation November 2011 - November 2012
UBS June 2010 - August 2010
Atlantic Development Group June 2009 - August 2009
Skills
Series 7, Series 66, MBA, Investments, Financial Markets, Portfolio Management, Bloomberg, Risk Management, Equities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2013
MBA, Finance
Saint Joseph's University 2006 — 2010
BS, Finance
Brian Disher Brian Disher's UBS Experience August 2007 - December 2008
Job Director of Wealth Management at Greenwood Capital Associates
Industry Financial Services
Experience
Greenwood Capital Associates March 2010 - Present
Linden Thomas December 2008 - March 2010
UBS August 2007 - December 2008
Smith Barney March 2001 - August 2007
Skills
Wealth Management, Finance, Strategic Planning, Investments, Financial Analysis, Team Building, Marketing, Leadership, Customer Service, Portfolio Management
Education
Samford University 2000 — 2002
MBA, Business Finance
Samford University 1992 — 1996
BA, Psychology
Greenwood Capital Associates March 2010 - Present
Linden Thomas December 2008 - March 2010
UBS August 2007 - December 2008
Smith Barney March 2001 - August 2007
Skills
Wealth Management, Finance, Strategic Planning, Investments, Financial Analysis, Team Building, Marketing, Leadership, Customer Service, Portfolio Management
Education
Samford University 2000 — 2002
MBA, Business Finance
Samford University 1992 — 1996
BA, Psychology
Shelby Mathews Shelby Mathews's UBS Experience June 2012 - August 2012
Job Attorneys at Law at Rudy, Windstead, Kolb, & Turner, PLLC
Industry Law Practice
Experience
Rudy, Winstead, Kolb, & Turner, PLLC August 2015 - Present
Griffith & Roberts September 2013 - August 2015
UBS June 2012 - August 2012
Skills
Legal Research, Westlaw, Legal Writing, Courts, Litigation, Legal Assistance, Research, Customer Service, Nonprofits
Education
Nashville School of Law 2013 — 2017
Juris Doctor (J.D.)
Samford University 2009 — 2013
Bachelor's Degree, Political Science and Government
Rudy, Winstead, Kolb, & Turner, PLLC August 2015 - Present
Griffith & Roberts September 2013 - August 2015
UBS June 2012 - August 2012
Skills
Legal Research, Westlaw, Legal Writing, Courts, Litigation, Legal Assistance, Research, Customer Service, Nonprofits
Education
Nashville School of Law 2013 — 2017
Juris Doctor (J.D.)
Samford University 2009 — 2013
Bachelor's Degree, Political Science and Government
Brett Hina, CIMA Brett Hina, CIMA's UBS Experience March 2005 - Present
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS March 2005 - Present
Smith Barney 1999 - 2005
Merrill Lynch 1994 - 1999
Education
University of Pennsylvania - The Wharton School
Bachelors in Business Administration, Management and Marketing
Saint Joseph's University - Erivan K. Haub School of Business
MBA
University of Pennsylvania
Masters in Liberal Arts
Investment Management Consultant Association
Certified Investment Management Analyst
UBS March 2005 - Present
Smith Barney 1999 - 2005
Merrill Lynch 1994 - 1999
Education
University of Pennsylvania - The Wharton School
Bachelors in Business Administration, Management and Marketing
Saint Joseph's University - Erivan K. Haub School of Business
MBA
University of Pennsylvania
Masters in Liberal Arts
Investment Management Consultant Association
Certified Investment Management Analyst
Manuel Calderon's UBS Experience May 2011 - Present
Job Financial Services Professional
Industry Capital Markets
Experience
UBS May 2011 - Present
UBS Investment Bank 2008 - 2010
NYPPEX Private Markets 2008 - 2008
RBS Greenwich Capital 2006 - 2007
Skills
Strategic Planning, Financial Analysis, Business Planning, Strategic Financial..., Business Strategy, Management, Business Development, Finance, Portfolio Management, Corporate Finance, Fixed Income, Investments, Investment Banking, Equities, Hedge Funds, Trading, Capital Markets, Risk Management, Derivatives, Financial Modeling, Financial Planning
Education
Sacred Heart University 2004 — 2006
BA, Triple Major - Finance, Economics, Business Management
UBS May 2011 - Present
UBS Investment Bank 2008 - 2010
NYPPEX Private Markets 2008 - 2008
RBS Greenwich Capital 2006 - 2007
Skills
Strategic Planning, Financial Analysis, Business Planning, Strategic Financial..., Business Strategy, Management, Business Development, Finance, Portfolio Management, Corporate Finance, Fixed Income, Investments, Investment Banking, Equities, Hedge Funds, Trading, Capital Markets, Risk Management, Derivatives, Financial Modeling, Financial Planning
Education
Sacred Heart University 2004 — 2006
BA, Triple Major - Finance, Economics, Business Management
Kristin Kendall Kristin Kendall's UBS Experience June 2002 - May 2008
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2008 - Present
UBS June 2002 - May 2008
Skills
Investments
Education
San Diego State University-California State University 1975 — 1978
Bachelor of Science, Business, Speech Communication, Journalism
Wells Fargo Advisors, LLC May 2008 - Present
UBS June 2002 - May 2008
Skills
Investments
Education
San Diego State University-California State University 1975 — 1978
Bachelor of Science, Business, Speech Communication, Journalism
Tyler Morgan Tyler Morgan's UBS Experience May 2005 - December 2005
Job Finance Manager Americas Service & Support at Thermo Fisher Scientific (Life Technologies)
Industry Biotechnology
Experience
Thermo Fisher Scientific (Life Technologies) April 2014 - Present
CBS Sports / NBC Sports / Fox Sports / NFL Network / MountainWest Network May 2003 - Present
Thermo Fisher Scientific (Life Technologies) March 2013 - March 2014
Jack in the Box May 2011 - March 2013
PMB Real Estate Services March 2009 - October 2010
TaylorMade-adidas Golf October 2007 - March 2009
Associated Students, San Diego State University May 2006 - June 2007
UBS May 2005 - December 2005
Sport Chalet June 2000 - May 2005
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Finance, Accounting, Budgets, Financial Reporting, Forecasting, Sales, Variance Analysis, Analysis, Strategic Financial..., Corporate Finance, Asset Management, Due Diligence, Managerial Finance, Sarbanes-Oxley Act, Valuation, Internal Controls, Cost Accounting, US GAAP, Financial Accounting, Mergers & Acquisitions
Education
San Diego State University-California State University 2002 — 2007
BS, Finance, Economics
Chaminade
Thermo Fisher Scientific (Life Technologies) April 2014 - Present
CBS Sports / NBC Sports / Fox Sports / NFL Network / MountainWest Network May 2003 - Present
Thermo Fisher Scientific (Life Technologies) March 2013 - March 2014
Jack in the Box May 2011 - March 2013
PMB Real Estate Services March 2009 - October 2010
TaylorMade-adidas Golf October 2007 - March 2009
Associated Students, San Diego State University May 2006 - June 2007
UBS May 2005 - December 2005
Sport Chalet June 2000 - May 2005
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Finance, Accounting, Budgets, Financial Reporting, Forecasting, Sales, Variance Analysis, Analysis, Strategic Financial..., Corporate Finance, Asset Management, Due Diligence, Managerial Finance, Sarbanes-Oxley Act, Valuation, Internal Controls, Cost Accounting, US GAAP, Financial Accounting, Mergers & Acquisitions
Education
San Diego State University-California State University 2002 — 2007
BS, Finance, Economics
Chaminade
Frank Telesco Frank Telesco's UBS Experience November 2011 - May 2013
Job Financial Reporting Analyst Chilton Trust Company
Industry Financial Services
Experience
Chilton Trust Company September 2015 - Present
ASML July 2015 - September 2015
GE Capital December 2014 - June 2015
ASML July 2014 - November 2014
Vision Financial Markets LLC January 2014 - May 2014
Freddies' U.S. Mail January 2009 - December 2013
SunGard July 2013 - November 2013
UBS November 2011 - May 2013
Northwestern Mutual May 2009 - January 2010
Skills
Microsoft Excel, QuickBooks, Microsoft Office, PowerPoint, Microsoft Word, Payroll, Insurance, Financial Analysis, Social Media, Excel, Outlook, Account Reconciliation, Accounting, Management, Access, Sungard, Financial Markets, Social Networking, Tax, Team Building, Oracle
Education
Sacred Heart University 2010 — 2011
MBA, Finance, 3.62
Sacred Heart University 2006 — 2009
Bachelor of Science, Finance, 3.50
Chilton Trust Company September 2015 - Present
ASML July 2015 - September 2015
GE Capital December 2014 - June 2015
ASML July 2014 - November 2014
Vision Financial Markets LLC January 2014 - May 2014
Freddies' U.S. Mail January 2009 - December 2013
SunGard July 2013 - November 2013
UBS November 2011 - May 2013
Northwestern Mutual May 2009 - January 2010
Skills
Microsoft Excel, QuickBooks, Microsoft Office, PowerPoint, Microsoft Word, Payroll, Insurance, Financial Analysis, Social Media, Excel, Outlook, Account Reconciliation, Accounting, Management, Access, Sungard, Financial Markets, Social Networking, Tax, Team Building, Oracle
Education
Sacred Heart University 2010 — 2011
MBA, Finance, 3.62
Sacred Heart University 2006 — 2009
Bachelor of Science, Finance, 3.50
Patrick Dinneen Patrick Dinneen's UBS Experience June 2013 - February 2014
Job MBA Student at Salve Regina University
Industry Financial Services
Experience
Salve Regina University - MBA Program September 2014 - Present
International Tennis Hall of Fame and Museum June 2014 - Present
UBS June 2013 - February 2014
Skills
PowerPoint
Education
Salve Regina University
Salve Regina University - MBA Program September 2014 - Present
International Tennis Hall of Fame and Museum June 2014 - Present
UBS June 2013 - February 2014
Skills
PowerPoint
Education
Salve Regina University
Adam R. Streater's UBS Experience May 2003 - September 2007
Job Financial Consultant 4 Corporate Treasury at Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo April 2012 - Present
MoneyGram International June 2009 - April 2012
Citi September 2007 - May 2009
UBS May 2003 - September 2007
PaineWebber May 2002 - May 2003
Skills
Financial Analysis, Financial Modeling, Treasury Management, Strategic Financial..., Essbase, Banking, Cash Management, Investments, Portfolio Management, Treasury, Risk Management, Corporate Finance, Capital Markets, Stress Testing, ICAAP, Project Management, CCAR
Education
University of St. Thomas
MBA, Finance
St. John's University
BA, Economics
Wells Fargo April 2012 - Present
MoneyGram International June 2009 - April 2012
Citi September 2007 - May 2009
UBS May 2003 - September 2007
PaineWebber May 2002 - May 2003
Skills
Financial Analysis, Financial Modeling, Treasury Management, Strategic Financial..., Essbase, Banking, Cash Management, Investments, Portfolio Management, Treasury, Risk Management, Corporate Finance, Capital Markets, Stress Testing, ICAAP, Project Management, CCAR
Education
University of St. Thomas
MBA, Finance
St. John's University
BA, Economics
Subhadra Samalla's UBS Experience 2004 - 2008
Job Senior Program Manager, DoddFrank and Derivatives SME
Industry Information Technology and Services
Experience
Credit Suisse June 2014 - Present
Citi May 2012 - May 2014
Wipro Technologies June 2003 - May 2012
Bank of New York Mellon 2008 - 2012
UBS 2004 - 2008
Wipro Technologies May 2000 - June 2003
Skills
Business Requirements..., Business Process..., Testing, Software Project..., Derivatives, Business Analysis, SDLC, Requirements Management, SQL, User Acceptance Testing, Program Management, Requirements Gathering, Project Management, Requirements Analysis, Management, IT Strategy, Data Modeling, Analysis
Education
Xavier Institute of Management 1998 — 2000
MBA, Finance and System Management
Sambalpur University
Bachelor of Technology, Engineering
Credit Suisse June 2014 - Present
Citi May 2012 - May 2014
Wipro Technologies June 2003 - May 2012
Bank of New York Mellon 2008 - 2012
UBS 2004 - 2008
Wipro Technologies May 2000 - June 2003
Skills
Business Requirements..., Business Process..., Testing, Software Project..., Derivatives, Business Analysis, SDLC, Requirements Management, SQL, User Acceptance Testing, Program Management, Requirements Gathering, Project Management, Requirements Analysis, Management, IT Strategy, Data Modeling, Analysis
Education
Xavier Institute of Management 1998 — 2000
MBA, Finance and System Management
Sambalpur University
Bachelor of Technology, Engineering
Joe Belsanti's UBS Experience April 1999 - October 2007
Job Broker Support Specialist, Realtick EMS, EZE Software Group
Industry Information Technology and Services
Experience
Eze Software Group / Realtick EMS April 2013 - Present
Realtick - BNY ConvergEx Group 2010 - Present
Wachovia Securities December 2007 - March 2009
UBS April 1999 - October 2007
UBS Investment Bank 2003 - 2007
Perot Systems 1996 - 2004
Skills
Market Data, Bloomberg, BMC Remedy, CQG, Trading Systems, Commodity, Reference Data, Equity Derivatives, XP, Fixed Income, Electronic Trading, Middle Office, Data Center, Options, Back Office, Integration, Equity Trading, Disaster Recovery, Trading, Financial Markets, Business Analysis, Equities, Investment Banking, Project Management, Derivatives, Vendor Management, FX Options, Exchange Connectivity, Hedge Funds, Low Latency, Technical Support, Solaris, Bloomberg Terminal, Portfolio Management, Order Management, Capital Markets, Trading System, VBA, Banking, Technical Analysis, Foreign Exchange, Sybase, Securities, FX trading, Asset Management, Series 7, Financial Services, Risk Management, Analysis, Trading Strategies
Education
Saint Xavier University 2003 — 2007
BA, Computer Studies
Eze Software Group / Realtick EMS April 2013 - Present
Realtick - BNY ConvergEx Group 2010 - Present
Wachovia Securities December 2007 - March 2009
UBS April 1999 - October 2007
UBS Investment Bank 2003 - 2007
Perot Systems 1996 - 2004
Skills
Market Data, Bloomberg, BMC Remedy, CQG, Trading Systems, Commodity, Reference Data, Equity Derivatives, XP, Fixed Income, Electronic Trading, Middle Office, Data Center, Options, Back Office, Integration, Equity Trading, Disaster Recovery, Trading, Financial Markets, Business Analysis, Equities, Investment Banking, Project Management, Derivatives, Vendor Management, FX Options, Exchange Connectivity, Hedge Funds, Low Latency, Technical Support, Solaris, Bloomberg Terminal, Portfolio Management, Order Management, Capital Markets, Trading System, VBA, Banking, Technical Analysis, Foreign Exchange, Sybase, Securities, FX trading, Asset Management, Series 7, Financial Services, Risk Management, Analysis, Trading Strategies
Education
Saint Xavier University 2003 — 2007
BA, Computer Studies
Edward O. McMahon's UBS Experience October 2006 - November 2007
Job Business Development DJ Newswires Products at Dow Jones
Industry Fine Art
Experience
Dow Jones July 2014 - Present
Dow Jones July 2012 - June 2014
Dow Jones January 2008 - July 2012
UBS October 2006 - November 2007
ABN AMRO November 2004 - October 2006
Telerate January 2003 - November 2004
Reuters America 1999 - 2003
DT Trading October 1997 - January 1999
CRT/Nations Bank/Bank of America 1993 - 1997
Skills
Derivatives, Trading, Market Data, Options, Series 7, Trading Systems, Electronic Trading, Financial Markets, FX, Commodities, Low Latency, Proprietary Trading, Hedge Funds, Equities, Portfolio Management, Equity Trading, Technical Analysis, FX Options, Bloomberg, Commodity, Fixed Income, Financial Services
Education
Saint Mary's University of Minnesota
Bachlor of Arts, Management and Marketing
Dow Jones July 2014 - Present
Dow Jones July 2012 - June 2014
Dow Jones January 2008 - July 2012
UBS October 2006 - November 2007
ABN AMRO November 2004 - October 2006
Telerate January 2003 - November 2004
Reuters America 1999 - 2003
DT Trading October 1997 - January 1999
CRT/Nations Bank/Bank of America 1993 - 1997
Skills
Derivatives, Trading, Market Data, Options, Series 7, Trading Systems, Electronic Trading, Financial Markets, FX, Commodities, Low Latency, Proprietary Trading, Hedge Funds, Equities, Portfolio Management, Equity Trading, Technical Analysis, FX Options, Bloomberg, Commodity, Fixed Income, Financial Services
Education
Saint Mary's University of Minnesota
Bachlor of Arts, Management and Marketing
Aparna Kolla Bishop's UBS Experience August 2004 - February 2006
Job Manager, Inventory Management at Gap Inc.
Industry Retail
Experience
Old Navy International - Mexico August 2014 - Present
Gap Inc. August 2012 - Present
Gap Inc./Gap April 2010 - August 2012
Levi Strauss & Co. August 2009 - April 2010
Gap Inc. July 2006 - December 2007
UBS August 2004 - February 2006
Pulte Homes June 2005 - September 2005
University of California at San Diego 2003 - 2005
Education
San Diego State University-California State University 2008 — 2009
Master's, Accounting
University of California, San Diego 2002 — 2006
Bachelor's of Science, Management Science w/ Finance
Old Navy International - Mexico August 2014 - Present
Gap Inc. August 2012 - Present
Gap Inc./Gap April 2010 - August 2012
Levi Strauss & Co. August 2009 - April 2010
Gap Inc. July 2006 - December 2007
UBS August 2004 - February 2006
Pulte Homes June 2005 - September 2005
University of California at San Diego 2003 - 2005
Education
San Diego State University-California State University 2008 — 2009
Master's, Accounting
University of California, San Diego 2002 — 2006
Bachelor's of Science, Management Science w/ Finance
Mary Beth Tierno's UBS Experience 2004 - 2007
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Morgan Stanley Smith Barney September 2007 - July 2014
UBS 2004 - 2007
Merrill Lynch 1981 - 2003
A. G. Becker 1981 - 1984
Skills
Equities, Capital Markets, Fixed Income, Strategy, Trading Systems, Portfolio Management, Business Analysis, IT Strategy, Securities, Financial Services, Series 7, Risk Management, Investment Banking, Wealth Management, Derivatives, Mutual Funds, Asset Management, Financial Markets, Options, Trading, Electronic Trading
Education
Saint Peter's University 1988 — 1997
BS, Computer Science
J.P. Morgan July 2014 - Present
Morgan Stanley Smith Barney September 2007 - July 2014
UBS 2004 - 2007
Merrill Lynch 1981 - 2003
A. G. Becker 1981 - 1984
Skills
Equities, Capital Markets, Fixed Income, Strategy, Trading Systems, Portfolio Management, Business Analysis, IT Strategy, Securities, Financial Services, Series 7, Risk Management, Investment Banking, Wealth Management, Derivatives, Mutual Funds, Asset Management, Financial Markets, Options, Trading, Electronic Trading
Education
Saint Peter's University 1988 — 1997
BS, Computer Science
Colette Dow's UBS Experience May 1997 - June 2005
Job COO PrinceRidge Holdings LP
Industry Financial Services
Experience
PrinceRidge Holdings LP May 2008 - August 2012
Dillon Read Capital Managment LLC July 2005 - August 2007
UBS May 1997 - June 2005
UBS Investment Bank 1998 - 2005
KPMG 1988 - 1997
Skills
Hedge Funds, Capital Markets, Investment Banking, Fixed Income
Education
Saint Bonaventure University 1984 — 1988
BBA, Accounting
PrinceRidge Holdings LP May 2008 - August 2012
Dillon Read Capital Managment LLC July 2005 - August 2007
UBS May 1997 - June 2005
UBS Investment Bank 1998 - 2005
KPMG 1988 - 1997
Skills
Hedge Funds, Capital Markets, Investment Banking, Fixed Income
Education
Saint Bonaventure University 1984 — 1988
BBA, Accounting
Angela Zappia's UBS Experience September 2006 - June 2010
Job Project Specialist Financial Analyst Lead Consultant at TDBank
Industry Information Technology and Services
Experience
TDBank April 2011 - Present
Barclays Capital June 2010 - April 2011
UBS September 2006 - June 2010
JPMorgan Chase 1986 - 2006
Skills
Business Analysis, Risk Management, Integration, Program Management, PMO, Management, SDLC, Team Building, Budgets, IT Strategy, Software Development, Investment Banking, Vendor Management, Project Management, Mergers & Acquisitions, Project Portfolio..., Project Delivery
Education
University of New Haven 2002 — 2004
MBA
Saint Peter's University 1975 — 1979
Batchelor of Arts, Urban Studies/Affairs
TDBank April 2011 - Present
Barclays Capital June 2010 - April 2011
UBS September 2006 - June 2010
JPMorgan Chase 1986 - 2006
Skills
Business Analysis, Risk Management, Integration, Program Management, PMO, Management, SDLC, Team Building, Budgets, IT Strategy, Software Development, Investment Banking, Vendor Management, Project Management, Mergers & Acquisitions, Project Portfolio..., Project Delivery
Education
University of New Haven 2002 — 2004
MBA
Saint Peter's University 1975 — 1979
Batchelor of Arts, Urban Studies/Affairs
Rodney Banal's UBS Experience April 2001 - September 2010
Job
Industry Computer Networking
Experience
Eagle Seven September 2014 - Present
CSC - Computer Sciences Corporation October 2010 - August 2014
UBS April 2001 - September 2010
Williams Communications July 1998 - April 2001
Skills
Juniper, Cisco Technologies, IP, Data Center, Security, TCP/IP, Switches, Firewalls, Routing Protocols, WAN, Routing, Network Engineering, BGP, Networking, OSPF
Education
Saint Louis University (PH)
Bachelor of Science (BS) in Electronics and Communications Engineering
Eagle Seven September 2014 - Present
CSC - Computer Sciences Corporation October 2010 - August 2014
UBS April 2001 - September 2010
Williams Communications July 1998 - April 2001
Skills
Juniper, Cisco Technologies, IP, Data Center, Security, TCP/IP, Switches, Firewalls, Routing Protocols, WAN, Routing, Network Engineering, BGP, Networking, OSPF
Education
Saint Louis University (PH)
Bachelor of Science (BS) in Electronics and Communications Engineering
Mike Wunder's UBS Experience January 2006 - December 2007
Job VP Head of IT Project Management Office (PMO) at RBS Markets & International Banking
Industry Information Technology and Services
Experience
RBS Markets & International Banking 2013 - Present
RBS Global Banking and Markets March 2009 - Present
Andover Technology Associates January 2008 - Present
RBS Greenwich Capital May 2008 - March 2009
UBS January 2006 - December 2007
UBS AG - Investment Bank 1998 - 2007
UBS Investment Bank 1996 - 2007
Perot Systems December 2004 - January 2006
Perot Systems / UBS February 2000 - February 2004
UBS / Perot Systems February 1998 - February 2000
Skills
Project Management...
Education
The University of Connecticut School of Business 2012 — 2016
Master of Business Administration (M.B.A.)
Sacred Heart University
BS, Computer Science, Magna Cum Laude
Norwalk State Technical College
AS, Electrical Engineering
RBS Markets & International Banking 2013 - Present
RBS Global Banking and Markets March 2009 - Present
Andover Technology Associates January 2008 - Present
RBS Greenwich Capital May 2008 - March 2009
UBS January 2006 - December 2007
UBS AG - Investment Bank 1998 - 2007
UBS Investment Bank 1996 - 2007
Perot Systems December 2004 - January 2006
Perot Systems / UBS February 2000 - February 2004
UBS / Perot Systems February 1998 - February 2000
Skills
Project Management...
Education
The University of Connecticut School of Business 2012 — 2016
Master of Business Administration (M.B.A.)
Sacred Heart University
BS, Computer Science, Magna Cum Laude
Norwalk State Technical College
AS, Electrical Engineering
Jody (Johanna) Harron-Longo's UBS Experience August 2006 - Present
Job Executive/Team Asst. at UBS
Industry Banking
Experience
UBS August 2006 - Present
UST Inc. May 1999 - August 2006
Gerald Metals, Inc May 1997 - May 1999
Skills
Bloomberg, Derivatives, Equities, Financial Markets, Fixed Income, Investment Banking, Management, Administrative..., Finance, Microsoft Excel, PowerPoint
Education
Sacred Heart University 2001 — 2005
UBS August 2006 - Present
UST Inc. May 1999 - August 2006
Gerald Metals, Inc May 1997 - May 1999
Skills
Bloomberg, Derivatives, Equities, Financial Markets, Fixed Income, Investment Banking, Management, Administrative..., Finance, Microsoft Excel, PowerPoint
Education
Sacred Heart University 2001 — 2005
Kevin Prosnick's UBS Experience November 2013 - Present
Job Associate Director, Risk & Regulatory Management at UBS
Industry Financial Services
Experience
UBS November 2013 - Present
Private Client Resources, LLC September 2010 - November 2012
Private Client Resources, LLC August 2006 - September 2010
Evaluation Associates 1996 - 2006
CUC Int'l 1993 - 1996
Skills
Alternative Investments, Relationship Management, Cross-Functional Liaison, Training, Investments, Investment Performance, Performance Attribution, Performance Benchmarking, Asset Allocation, Investment Management..., Defined Benefit, Defined Contribution, Knowledge Transfer, Project Management, Client Hierarchy, Equities, Fixed Income, Mutual Funds, Hedge Funds, Securities
Education
Sacred Heart University 2000 — 2003
MBA, Finance
The University of Connecticut School of Business 1989 — 1993
BS, Business, Finance
UBS November 2013 - Present
Private Client Resources, LLC September 2010 - November 2012
Private Client Resources, LLC August 2006 - September 2010
Evaluation Associates 1996 - 2006
CUC Int'l 1993 - 1996
Skills
Alternative Investments, Relationship Management, Cross-Functional Liaison, Training, Investments, Investment Performance, Performance Attribution, Performance Benchmarking, Asset Allocation, Investment Management..., Defined Benefit, Defined Contribution, Knowledge Transfer, Project Management, Client Hierarchy, Equities, Fixed Income, Mutual Funds, Hedge Funds, Securities
Education
Sacred Heart University 2000 — 2003
MBA, Finance
The University of Connecticut School of Business 1989 — 1993
BS, Business, Finance
Scott Musgjerd's UBS Experience February 2005 - Present
Job Financial Advisor/Sr. Vice President/Sr. Portfolio Manager at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS February 2005 - Present
Wells Fargo Advisors July 2001 - December 2004
TCF Bank June 1997 - July 2001
Skills
Asset Allocation, Asset Management, Finance, Investments, Wealth Management, Retirement Planning, Portfolio Management, Series 7, Financial Services
Education
Saint John's University 1993 — 1997
Hopkins High School
UBS February 2005 - Present
Wells Fargo Advisors July 2001 - December 2004
TCF Bank June 1997 - July 2001
Skills
Asset Allocation, Asset Management, Finance, Investments, Wealth Management, Retirement Planning, Portfolio Management, Series 7, Financial Services
Education
Saint John's University 1993 — 1997
Hopkins High School
Donald W. Tynion II's UBS Experience May 2004 - Present
Job Senior Vice President Wealth Management The Tynion and Batres Financial Group UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2004 - Present
Education
Saint Michael's College 1982 — 1986
B.S, Economics
UBS May 2004 - Present
Education
Saint Michael's College 1982 — 1986
B.S, Economics
Colleen Ferderigos's UBS Experience 2006 - 2008
Job Service Delivery Manager
Industry Financial Services
Experience
Xerox September 2009 - Present
Columbia University January 2009 - September 2009
UBS 2006 - 2008
ACS June 1998 - July 2006
Skills
Vendor Management, BPO, Integration, Service Delivery, Outsourcing, Business Analysis, Human Resources, Change Management, Process Improvement, Financial Reporting, SDLC, Program Management, Business Process..., Management, Project Management
Education
St. Peter's College 1983 — 1988
Xerox September 2009 - Present
Columbia University January 2009 - September 2009
UBS 2006 - 2008
ACS June 1998 - July 2006
Skills
Vendor Management, BPO, Integration, Service Delivery, Outsourcing, Business Analysis, Human Resources, Change Management, Process Improvement, Financial Reporting, SDLC, Program Management, Business Process..., Management, Project Management
Education
St. Peter's College 1983 — 1988
Ryan Belmer's UBS Experience March 2013 - Present
Job Senior Vice President Senior Portfolio Manager Wealth Advisor UBS Financial Services Inc.
Industry Financial Services
Experience
UBS March 2013 - Present
Education
San Diego State University-California State University 1990 — 1992
Bachelor of Arts (B.A.), Economics
UBS March 2013 - Present
Education
San Diego State University-California State University 1990 — 1992
Bachelor of Arts (B.A.), Economics
Helen Carroll's UBS Experience 2006 - 2008
Job Director at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services 2009 - Present
UBS 2006 - 2008
UBS 2002 - 2006
PaineWebber Incorporated/UBS Financial Services 1999 - 2002
PaineWebber 1997 - 1999
PaineWebber 1992 - 1997
Kidder Peabody 1988 - 1989
Dean Witter Reynolds Inc. 1987 - 1988
Skills
Financial Services, Product Development &..., Project Management, Operations & General..., Quality Assurance, Cost Basis Reporting, Stakeholder Relations, Compliance Monitoring, General Ledger..., Vendor Management, Series 7, SDLC, Management
Education
Saint Peter's University 1989 — 1993
Bachelor of Science (B.S.)
UBS Financial Services 2009 - Present
UBS 2006 - 2008
UBS 2002 - 2006
PaineWebber Incorporated/UBS Financial Services 1999 - 2002
PaineWebber 1997 - 1999
PaineWebber 1992 - 1997
Kidder Peabody 1988 - 1989
Dean Witter Reynolds Inc. 1987 - 1988
Skills
Financial Services, Product Development &..., Project Management, Operations & General..., Quality Assurance, Cost Basis Reporting, Stakeholder Relations, Compliance Monitoring, General Ledger..., Vendor Management, Series 7, SDLC, Management
Education
Saint Peter's University 1989 — 1993
Bachelor of Science (B.S.)
Peter Caporino's UBS Experience April 2002 - August 2003
Job Prime Brokerage Middle Office at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Fidelity Investments January 2007 - September 2011
Fidelity Investments October 2005 - January 2007
Fidelity Investments May 2004 - October 2005
UBS April 2002 - August 2003
AllianceBernstein June 2000 - September 2001
Education
Saint Peter's University 1993 — 1998
BA, Political Science
St.Mary's High School
Fidelity Investments September 2011 - Present
Fidelity Investments January 2007 - September 2011
Fidelity Investments October 2005 - January 2007
Fidelity Investments May 2004 - October 2005
UBS April 2002 - August 2003
AllianceBernstein June 2000 - September 2001
Education
Saint Peter's University 1993 — 1998
BA, Political Science
St.Mary's High School
Clete Schwegman's UBS Experience August 2013 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS August 2013 - Present
Merrill Lynch 2008 - August 2013
Education
Saint Joseph's University 1999 — 2003
St. Joseph's Prep 1994 — 1999
UBS August 2013 - Present
Merrill Lynch 2008 - August 2013
Education
Saint Joseph's University 1999 — 2003
St. Joseph's Prep 1994 — 1999
Praba Govindan's UBS Experience 2001 - 2003
Job DW/BI Architect at Freepoint Commodities
Industry Insurance
Experience
Freepoint Commodities May 2012 - Present
PartnerRe March 2008 - March 2012
XL Global Services 2003 - 2008
UBS 2001 - 2003
Skills
Data Warehousing, Business Intelligence, OLAP, SSAS 2008, SSIS, SSRS, .NET, Business Objects, Data Modeling, ETL, Informatica, SQL, SQL Server, oracle, T-SQL, PL/SQL, Database Design, Business Analysis, Insurance, Visio, Erwin, Requirements Analysis, Agile, Customer Relations, ASP.NET, MS Project, Microsoft SQL Server, Data Warehouse..., Business Intelligence..., Oracle
Education
Sacred Heart University 2009 — 2012
Master of Science (MS), Information Technology
Freepoint Commodities May 2012 - Present
PartnerRe March 2008 - March 2012
XL Global Services 2003 - 2008
UBS 2001 - 2003
Skills
Data Warehousing, Business Intelligence, OLAP, SSAS 2008, SSIS, SSRS, .NET, Business Objects, Data Modeling, ETL, Informatica, SQL, SQL Server, oracle, T-SQL, PL/SQL, Database Design, Business Analysis, Insurance, Visio, Erwin, Requirements Analysis, Agile, Customer Relations, ASP.NET, MS Project, Microsoft SQL Server, Data Warehouse..., Business Intelligence..., Oracle
Education
Sacred Heart University 2009 — 2012
Master of Science (MS), Information Technology
Elizabeth Hoyt Taylor's UBS Experience 2002 - 2007
Job National Account Manager at American Express
Industry Financial Services
Experience
American Express September 2008 - Present
CIT August 2006 - October 2008
UBS 2002 - 2007
Skills
Marketing
Education
Saint Joseph's University 1996 — 2000
Bachelor of Science (BS), Marketing
Hopewell Valley CHS
American Express September 2008 - Present
CIT August 2006 - October 2008
UBS 2002 - 2007
Skills
Marketing
Education
Saint Joseph's University 1996 — 2000
Bachelor of Science (BS), Marketing
Hopewell Valley CHS
Vincent Miceli's UBS Experience 2007 - 2009
Job Owner/Head Coach at CrossFit Westchester
Industry Investment Management
Experience
CrossFit Westchester February 2014 - Present
Fulcrum Grp 2010 - Present
Juliet Supperclub January 2009 - January 2012
UBS 2007 - 2009
Skills
Entrepreneurship, Series 7, Investments, Wealth Management, Series 63, Alternative Investments, Asset Management, Asset Managment, Equities, Event Planning, Events, Finance, Hedge Funds, Marketing, Portfolio Management, Private Equity, Print, SEO, Securities, Social Media, Trading, Valuation, Strategic Financial..., Web Design, Customer Service, Financial Planning
Education
Sacred Heart University 2002 — 2006
BA, Finance, Business
CrossFit Westchester February 2014 - Present
Fulcrum Grp 2010 - Present
Juliet Supperclub January 2009 - January 2012
UBS 2007 - 2009
Skills
Entrepreneurship, Series 7, Investments, Wealth Management, Series 63, Alternative Investments, Asset Management, Asset Managment, Equities, Event Planning, Events, Finance, Hedge Funds, Marketing, Portfolio Management, Private Equity, Print, SEO, Securities, Social Media, Trading, Valuation, Strategic Financial..., Web Design, Customer Service, Financial Planning
Education
Sacred Heart University 2002 — 2006
BA, Finance, Business
Jonathan Flood's UBS Experience June 2009 - August 2009
Job Regional Sales Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2014 - Present
AXA Equitable March 2011 - February 2014
AXA Distributors November 2010 - January 2011
MasterCard Worldwide June 2010 - August 2010
UBS June 2009 - August 2009
Skills
Leadership, Series 7, Investments, Program Management, Series 6, Series 63
Education
John F. Welch College of Business 2008 — 2010
Bachelor of Science, FinanceFinance; Finance, Accounting, Marketing, Economics, International Finance
Sacred Heart University 2006 — 2010
Bachelor's degree, Finance
Neuberger Berman February 2014 - Present
AXA Equitable March 2011 - February 2014
AXA Distributors November 2010 - January 2011
MasterCard Worldwide June 2010 - August 2010
UBS June 2009 - August 2009
Skills
Leadership, Series 7, Investments, Program Management, Series 6, Series 63
Education
John F. Welch College of Business 2008 — 2010
Bachelor of Science, FinanceFinance; Finance, Accounting, Marketing, Economics, International Finance
Sacred Heart University 2006 — 2010
Bachelor's degree, Finance
Raymond Liuzzo's UBS Experience July 2006 - Present
Job Associate Director at UBS
Industry Information Technology and Services
Experience
UBS July 2006 - Present
Consultant February 2002 - July 2006
Merrill Lynch July 1985 - February 2002
Nortel December 1982 - July 1985
Nortel December 1982 - July 1985
Skills
Vendor Management, Outsourcing, Project Management, Telecommunications, Disaster Recovery, Team Leadership, IT Strategy, Service Delivery, Risk Management, Business Process..., Enterprise Architecture, Program Management, IT Service Management, Business Analysis, Project Portfolio..., PMO, IT Management, Infrastructure, Strategic Planning, SDLC, ITIL, Project Delivery, Governance, PMP, Contract Management, Financial Services, MS Project, Change Management, Process Management, Financial Modeling
Education
Sacred Heart University 1968 — 1972
Bachelor of Science (BS), Business Administration and Management, General
UBS July 2006 - Present
Consultant February 2002 - July 2006
Merrill Lynch July 1985 - February 2002
Nortel December 1982 - July 1985
Nortel December 1982 - July 1985
Skills
Vendor Management, Outsourcing, Project Management, Telecommunications, Disaster Recovery, Team Leadership, IT Strategy, Service Delivery, Risk Management, Business Process..., Enterprise Architecture, Program Management, IT Service Management, Business Analysis, Project Portfolio..., PMO, IT Management, Infrastructure, Strategic Planning, SDLC, ITIL, Project Delivery, Governance, PMP, Contract Management, Financial Services, MS Project, Change Management, Process Management, Financial Modeling
Education
Sacred Heart University 1968 — 1972
Bachelor of Science (BS), Business Administration and Management, General
David Egbert's UBS Experience December 1998 - October 2001
Job Corporate Recruiter connecting talent with opportunity at Fisher Investments
Industry Investment Management
Experience
Fisher Investments June 2014 - Present
Fisher Investments March 2013 - June 2014
Fisher Investments July 2008 - March 2013
U.S. Central October 2005 - June 2008
WesCorp June 2004 - October 2005
WesCorp May 2002 - June 2004
UBS December 1998 - October 2001
United States Marine Corps July 1991 - July 1995
Skills
Military Experience, Military Training, Marine Corps, Series 7, series 63, Series 65, Financial Services, Relationship Management, Asset Allocation, Wealth Management, Investments, Investment Strategies, Investment Advisory, Portfolio Management, Equities, Mutual Funds, Asset Management, Alternative Investments, Fixed Income, Capital Markets, Microsoft Excel, Recruiting, Human Capital, Talent Acquisition, Leadership, Mentoring, Employee Training
Education
San Francisco State University 1998 — 2001
Bachelor of Science (BS), Finance and Banking
Salt Lake Community College 1995 — 1998
Associate's degree, International Business
Cottonwood High School 1988 — 1991
Fisher Investments June 2014 - Present
Fisher Investments March 2013 - June 2014
Fisher Investments July 2008 - March 2013
U.S. Central October 2005 - June 2008
WesCorp June 2004 - October 2005
WesCorp May 2002 - June 2004
UBS December 1998 - October 2001
United States Marine Corps July 1991 - July 1995
Skills
Military Experience, Military Training, Marine Corps, Series 7, series 63, Series 65, Financial Services, Relationship Management, Asset Allocation, Wealth Management, Investments, Investment Strategies, Investment Advisory, Portfolio Management, Equities, Mutual Funds, Asset Management, Alternative Investments, Fixed Income, Capital Markets, Microsoft Excel, Recruiting, Human Capital, Talent Acquisition, Leadership, Mentoring, Employee Training
Education
San Francisco State University 1998 — 2001
Bachelor of Science (BS), Finance and Banking
Salt Lake Community College 1995 — 1998
Associate's degree, International Business
Cottonwood High School 1988 — 1991
Elaine Pellunat-Rodriguez's UBS Experience May 1989 - Present
Job Executive Director, Human Resources Partner UBS
Industry Financial Services
Experience
UBS May 1989 - Present
UBS 2009 - 2009
UBS 2009 - 2009
UBS,Financial Services 1989 - 2009
Skills
MBTI, Organizational..., Change Management, Asset Allocation, Executive Development, Succession Planning, Employee Engagement, Performance Management, Talent Management, Organizational Design, Onboarding, Risk Management, Global Human Resources..., Strategic Human..., Human Resources, Executive Coaching, Vendor Management, Workforce Planning, Talent Acquisition, Organizational..., Personnel Management, HRIS, Deferred Compensation, Employee Relations, HR Consulting, HR Transformation, Career Development, Executive Pay, 360 Feedback, Applicant Tracking..., Culture Change, Management Development, Leadership Development, Benefits Administration, Compensation & Benefit, Recruiting
Education
Saint Peter's University 1985 — 1992
BS, Marketing/Certificate in Intercultural Relations
UBS May 1989 - Present
UBS 2009 - 2009
UBS 2009 - 2009
UBS,Financial Services 1989 - 2009
Skills
MBTI, Organizational..., Change Management, Asset Allocation, Executive Development, Succession Planning, Employee Engagement, Performance Management, Talent Management, Organizational Design, Onboarding, Risk Management, Global Human Resources..., Strategic Human..., Human Resources, Executive Coaching, Vendor Management, Workforce Planning, Talent Acquisition, Organizational..., Personnel Management, HRIS, Deferred Compensation, Employee Relations, HR Consulting, HR Transformation, Career Development, Executive Pay, 360 Feedback, Applicant Tracking..., Culture Change, Management Development, Leadership Development, Benefits Administration, Compensation & Benefit, Recruiting
Education
Saint Peter's University 1985 — 1992
BS, Marketing/Certificate in Intercultural Relations
Joseph Covello's UBS Experience 2009 - 2011
Job Managing Director Global Operations, Strategy & Transformation, Risk & Regulatory Management
Industry Financial Services
Experience
Federal Reserve Bank of New York 2012 - 2015
BNY Mellon 2011 - 2012
UBS 2009 - 2011
Merrill Lynch 1996 - 2009
Skills
PMO, Risk Management, Business Management, Six Sigma, Strategic Planning, Management, Business Process..., Equities, Securities, Fixed Income, Product Innovation, Program Management, Cross-functional Team..., Business Process, Wealth Management, Financial Services, Investment Banking, Portfolio Management, Business Analysis, Leadership, Business Development, Mutual Funds, Financial Markets, Business Transformation, Strategy, Capital Markets, Prime Brokerage
Education
Villanova University
Bachelor of Science (B.S.) Business Administration, Finance
Saint Peter's University
MBA, Management Information Systems and Services
University of Pennsylvania - The Wharton School
SII
Federal Reserve Bank of New York 2012 - 2015
BNY Mellon 2011 - 2012
UBS 2009 - 2011
Merrill Lynch 1996 - 2009
Skills
PMO, Risk Management, Business Management, Six Sigma, Strategic Planning, Management, Business Process..., Equities, Securities, Fixed Income, Product Innovation, Program Management, Cross-functional Team..., Business Process, Wealth Management, Financial Services, Investment Banking, Portfolio Management, Business Analysis, Leadership, Business Development, Mutual Funds, Financial Markets, Business Transformation, Strategy, Capital Markets, Prime Brokerage
Education
Villanova University
Bachelor of Science (B.S.) Business Administration, Finance
Saint Peter's University
MBA, Management Information Systems and Services
University of Pennsylvania - The Wharton School
SII
Tara Garbarini's UBS Experience February 2008 - July 2008
Job Associate Finance Manager at Unilever
Industry Financial Services
Experience
Unilever July 2015 - Present
Unilever February 2014 - July 2015
Barclays Investment Bank January 2013 - January 2014
Barclays Investment Bank April 2011 - January 2013
Juicy Couture May 2009 - April 2011
Secaucus Super Car Wash March 2004 - April 2011
Century 21 Department Stores February 2009 - May 2009
St. John's University October 2005 - May 2009
Juicy Couture October 2008 - December 2008
UBS February 2008 - July 2008
Skills
Accounting, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Word, Accounts Payable, Access, Microsoft Office, Auditing, Customer Service, Financial Modeling, Account Reconciliation, Finance, Management, Financial Reporting, Analysis, Forecasting, Strategy
Education
Saint Peter's University
Master of Business Administration (MBA), Management, International Business
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
Bachelor of Science (BS), Finance, General
St. Peter's College 2004 — 2005
High School Extension Program
Unilever July 2015 - Present
Unilever February 2014 - July 2015
Barclays Investment Bank January 2013 - January 2014
Barclays Investment Bank April 2011 - January 2013
Juicy Couture May 2009 - April 2011
Secaucus Super Car Wash March 2004 - April 2011
Century 21 Department Stores February 2009 - May 2009
St. John's University October 2005 - May 2009
Juicy Couture October 2008 - December 2008
UBS February 2008 - July 2008
Skills
Accounting, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Word, Accounts Payable, Access, Microsoft Office, Auditing, Customer Service, Financial Modeling, Account Reconciliation, Finance, Management, Financial Reporting, Analysis, Forecasting, Strategy
Education
Saint Peter's University
Master of Business Administration (MBA), Management, International Business
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
Bachelor of Science (BS), Finance, General
St. Peter's College 2004 — 2005
High School Extension Program
Diana Kwan's UBS Experience July 2012 - November 2014
Job at UBS
Industry Financial Services
Experience
Deutsche Bank November 2014 - Present
UBS July 2012 - November 2014
Barclays Capital March 2010 - July 2012
NYSE March 2008 - March 2010
Goldman Sachs May 2004 - February 2008
Pershing Trading Company 2001 - 2004
Education
Saint Peter's University 2002 — 2004
M.B.A, Management
Deutsche Bank November 2014 - Present
UBS July 2012 - November 2014
Barclays Capital March 2010 - July 2012
NYSE March 2008 - March 2010
Goldman Sachs May 2004 - February 2008
Pershing Trading Company 2001 - 2004
Education
Saint Peter's University 2002 — 2004
M.B.A, Management
John Demarest's UBS Experience April 2002 - February 2003
Job Complex Business Development Manager, Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Piedmont Capital Distributors March 2014 - July 2015
Principal Funds June 2005 - November 2013
The Hartford March 2003 - June 2005
UBS April 2002 - February 2003
Ohio National Financial Services October 1999 - April 2002
Legg Mason October 1994 - October 1999
Skills
Mutual Funds, Sales, Wealth Management, Investment Advisory, Client Development, Investments, Sales Presentations, Series 6, Series 7, Series 63, Retirement Planning, Fixed Annuities, Separately Managed..., 401k, Financial Advisory
Education
Salisbury University 1979 — 1983
Bachelor of Arts (BA), Political Science-History-Economics
Morgan Stanley August 2015 - Present
Piedmont Capital Distributors March 2014 - July 2015
Principal Funds June 2005 - November 2013
The Hartford March 2003 - June 2005
UBS April 2002 - February 2003
Ohio National Financial Services October 1999 - April 2002
Legg Mason October 1994 - October 1999
Skills
Mutual Funds, Sales, Wealth Management, Investment Advisory, Client Development, Investments, Sales Presentations, Series 6, Series 7, Series 63, Retirement Planning, Fixed Annuities, Separately Managed..., 401k, Financial Advisory
Education
Salisbury University 1979 — 1983
Bachelor of Arts (BA), Political Science-History-Economics
Cory Spielberg's UBS Experience August 2006 - December 2008
Job Operating Partner at Upper End Properties
Industry Real Estate
Experience
Upper End Properties December 2008 - Present
UBS August 2006 - December 2008
Morgan Stanley February 1999 - July 2006
Skills
CRM, Investments, Sales, Portfolio Management, Business Development, Negotiation, Asset Allocation, Marketing
Education
Saint Louis University 1995 — 1999
BA, Business
Upper End Properties December 2008 - Present
UBS August 2006 - December 2008
Morgan Stanley February 1999 - July 2006
Skills
CRM, Investments, Sales, Portfolio Management, Business Development, Negotiation, Asset Allocation, Marketing
Education
Saint Louis University 1995 — 1999
BA, Business
Kyle Gingras, CPA's UBS Experience September 2007 - December 2007
Job Manager at Plodzik & Sanderson
Industry Accounting
Experience
Plodzik and Sanderson, P.A. June 2009 - Present
Pittsfield Middle High School March 2009 - June 2009
Nathan Wechsler & Co June 2008 - October 2008
UBS September 2007 - December 2007
State of New Hampshire June 2005 - August 2007
Skills
Auditing, Financial Statements, Budgets, Internal Controls, Accounting, Financial Reporting, GAAP, US GAAP, Revenue Recognition, Fund Accounting
Education
Saint Michael's College 2004 — 2008
Bachelor's, Accounting, Business Administration
Plodzik and Sanderson, P.A. June 2009 - Present
Pittsfield Middle High School March 2009 - June 2009
Nathan Wechsler & Co June 2008 - October 2008
UBS September 2007 - December 2007
State of New Hampshire June 2005 - August 2007
Skills
Auditing, Financial Statements, Budgets, Internal Controls, Accounting, Financial Reporting, GAAP, US GAAP, Revenue Recognition, Fund Accounting
Education
Saint Michael's College 2004 — 2008
Bachelor's, Accounting, Business Administration
Michael Arone's UBS Experience April 2000 - Present
Job Analyst at UBS
Industry Financial Services
Experience
UBS April 2000 - Present
Best Foods 1997 - 2000
Best Foods 1997 - 2000
Skills
Customer Service, Microsoft Office, Microsoft Excel, Budgets, Sales, Photoshop, Negotiation, PowerPoint, Strategic Planning, Microsoft Word, Public Speaking, Marketing, Financial Reporting, Banking, Financial Analysis
Education
Sacred Heart University
Bachelor's degree, Accounting and Finance
Saint John's University
UBS April 2000 - Present
Best Foods 1997 - 2000
Best Foods 1997 - 2000
Skills
Customer Service, Microsoft Office, Microsoft Excel, Budgets, Sales, Photoshop, Negotiation, PowerPoint, Strategic Planning, Microsoft Word, Public Speaking, Marketing, Financial Reporting, Banking, Financial Analysis
Education
Sacred Heart University
Bachelor's degree, Accounting and Finance
Saint John's University
Evan Lundquist's UBS Experience PM / Sr AnalystProvident AdvisorsJanuary 2004 - August 2004
Job Inst Sales at UBS
Industry Investment Banking
Experience
UBS PM / Sr AnalystProvident AdvisorsJanuary 2004 - August 2004
Nicholas Applegate 2000 - 2003
Nicholas Applegate March 2000 - May 2002
FAF Advisors July 1993 - March 2000
FAF Advisors 1993 - 2000
First Trust 1993 - 2000
First American Funds 1993 - 2000
Education
Saint Mary's University of Minnesota 1990 — 1993
Accounting
UBS PM / Sr AnalystProvident AdvisorsJanuary 2004 - August 2004
Nicholas Applegate 2000 - 2003
Nicholas Applegate March 2000 - May 2002
FAF Advisors July 1993 - March 2000
FAF Advisors 1993 - 2000
First Trust 1993 - 2000
First American Funds 1993 - 2000
Education
Saint Mary's University of Minnesota 1990 — 1993
Accounting
Eugene Rosenberg's UBS Experience 1999 - 2001
Job VP at Citi
Industry Financial Services
Experience
Citi 2001 - Present
Vesta Technologies 2001 - 2001
UBS 1999 - 2001
Nastel Technologies 1996 - 1999
Prodigy Services Company 1990 - 1996
Skills
Middleware, SOA, Enterprise Architecture, Websphere, IT Strategy, SDLC, JMS, Software Project..., Disaster Recovery, Solution Architecture, Cloud Computing
Education
Saint Petersburg State University of Finance and Economics 1978 — 1983
PhD, Operations Research
Saint Petersburg State Electrotechnical University "LETI" 1969 — 1975
MS, Applied Mathematics
Sankt-Petersburg 239 high school 1967 — 1969
Citi 2001 - Present
Vesta Technologies 2001 - 2001
UBS 1999 - 2001
Nastel Technologies 1996 - 1999
Prodigy Services Company 1990 - 1996
Skills
Middleware, SOA, Enterprise Architecture, Websphere, IT Strategy, SDLC, JMS, Software Project..., Disaster Recovery, Solution Architecture, Cloud Computing
Education
Saint Petersburg State University of Finance and Economics 1978 — 1983
PhD, Operations Research
Saint Petersburg State Electrotechnical University "LETI" 1969 — 1975
MS, Applied Mathematics
Sankt-Petersburg 239 high school 1967 — 1969
Waseem Iqbal's UBS Experience May 2013 - December 2013
Job Senior Operations Analyst at Citco Fund Services
Industry Banking
Experience
Citco Fund Services December 2013 - August 2014
UBS May 2013 - December 2013
Tweedy, Browne Company October 2011 - April 2013
Neuberger Berman August 2006 - October 2011
Lehman Brothers March 2004 - August 2006
Goldman Sachs November 2003 - March 2004
Skills
Fixed Income, Bloomberg, Equities, Mutual Funds, Portfolio Management, Asset Management, Investments, Alternative Investments, Securities, Wealth Management, Asset Allocation, Derivatives, Bonds, Investment Management
Education
St. John's University 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
Citco Fund Services December 2013 - August 2014
UBS May 2013 - December 2013
Tweedy, Browne Company October 2011 - April 2013
Neuberger Berman August 2006 - October 2011
Lehman Brothers March 2004 - August 2006
Goldman Sachs November 2003 - March 2004
Skills
Fixed Income, Bloomberg, Equities, Mutual Funds, Portfolio Management, Asset Management, Investments, Alternative Investments, Securities, Wealth Management, Asset Allocation, Derivatives, Bonds, Investment Management
Education
St. John's University 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
Soren Croxall, CFP®'s UBS Experience October 2009 - December 2009
Job Associate at Croxall Capital Planning
Industry Financial Services
Experience
Croxall Capital Planning September 2014 - Present
Morling Financial Advisors December 2012 - September 2014
Westland Financial Services June 2010 - December 2012
UBS October 2009 - December 2009
Skills
Insurance, Long Term Care Insurance, Life Insurance, Certified Financial..., Series 7, Licensed Life & Health...
Education
San Diego State University-California State University 2011 — 2012
MSBA, Tax and Financial Planning
University of San Diego 2006 — 2010
BBA, Business Economics
Universitat Autònoma de Barcelona 2009 — 2009
History and Economics Courses
Croxall Capital Planning September 2014 - Present
Morling Financial Advisors December 2012 - September 2014
Westland Financial Services June 2010 - December 2012
UBS October 2009 - December 2009
Skills
Insurance, Long Term Care Insurance, Life Insurance, Certified Financial..., Series 7, Licensed Life & Health...
Education
San Diego State University-California State University 2011 — 2012
MSBA, Tax and Financial Planning
University of San Diego 2006 — 2010
BBA, Business Economics
Universitat Autònoma de Barcelona 2009 — 2009
History and Economics Courses
Cliff Baseler, Jr.'s UBS Experience May 2008 - August 2008
Job Marketing Analysis Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2014 - Present
JPMorgan Chase January 2012 - July 2014
PNC Financial Services Group February 2011 - January 2012
PNC August 2009 - February 2011
PNC Financial Services Group May 2009 - August 2009
Saint Vincent College September 2008 - May 2009
UBS May 2008 - August 2008
Skills
SAS, Credit Risk, Forecasting Models, Credit Analysis, Risk Management, Data Analysis, Credit Card Analytics, Portfolio Risk, SQL, Retail Banking, Loans, Forecasting, Internal Controls, Credit Cards, Financial Risk, Finance
Education
Saint Vincent College 2005 — 2009
B.S., Finance
JPMorgan Chase July 2014 - Present
JPMorgan Chase January 2012 - July 2014
PNC Financial Services Group February 2011 - January 2012
PNC August 2009 - February 2011
PNC Financial Services Group May 2009 - August 2009
Saint Vincent College September 2008 - May 2009
UBS May 2008 - August 2008
Skills
SAS, Credit Risk, Forecasting Models, Credit Analysis, Risk Management, Data Analysis, Credit Card Analytics, Portfolio Risk, SQL, Retail Banking, Loans, Forecasting, Internal Controls, Credit Cards, Financial Risk, Finance
Education
Saint Vincent College 2005 — 2009
B.S., Finance
Charles R Eller's UBS Experience 1997 - 2002
Job Wealth Manager helping clients create their financial future
Industry Investment Management
Experience
Chase Wealth Management August 2010 - Present
The Guardian Life Insurance Company of America 2005 - 2009
Jackson National Life 2002 - 2005
UBS 1997 - 2002
Education
Saint Louis University 2003 — 2005
MBA, Finance / Accounting
University of Missouri-Columbia 1986 — 1990
BSBA, Finance / Marketing
Vianney High 1982 — 1986
Chase Wealth Management August 2010 - Present
The Guardian Life Insurance Company of America 2005 - 2009
Jackson National Life 2002 - 2005
UBS 1997 - 2002
Education
Saint Louis University 2003 — 2005
MBA, Finance / Accounting
University of Missouri-Columbia 1986 — 1990
BSBA, Finance / Marketing
Vianney High 1982 — 1986
Jessica Swanderski Walsh's UBS Experience June 2013 - July 2015
Job Director, Head of Wealth Management Americas Training Program at UBS
Industry Financial Services
Experience
UBS June 2013 - July 2015
UBS September 2010 - May 2013
NBCUniversal, Inc. October 2008 - September 2010
GE Capital January 2008 - October 2008
GE Capital July 2007 - January 2008
GE Capital January 2007 - July 2007
GE Capital July 2006 - January 2007
GE Capital June 2005 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Talent Acquisition, HR Project Management, Talent Management, Coaching, Public Speaking
Education
Saint Joseph's University 2002 — 2006
Bachelor of Science (B.S.), Finance, Minor in Spanish
UBS June 2013 - July 2015
UBS September 2010 - May 2013
NBCUniversal, Inc. October 2008 - September 2010
GE Capital January 2008 - October 2008
GE Capital July 2007 - January 2008
GE Capital January 2007 - July 2007
GE Capital July 2006 - January 2007
GE Capital June 2005 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Talent Acquisition, HR Project Management, Talent Management, Coaching, Public Speaking
Education
Saint Joseph's University 2002 — 2006
Bachelor of Science (B.S.), Finance, Minor in Spanish
Drew Hoffner's UBS Experience October 1998 - December 2008
Job VicePresident,Private wealth Management at RW Baird
Industry Capital Markets
Experience
Robert W. Baird & Co. December 2008 - Present
UBS October 1998 - December 2008
Skills
Series 7
Education
Saint Michael's College 1977 — 1982
BS, Economics
Robert W. Baird & Co. December 2008 - Present
UBS October 1998 - December 2008
Skills
Series 7
Education
Saint Michael's College 1977 — 1982
BS, Economics
Gabriela Santiago's UBS Experience May 2003 - August 2003
Job Manager, Customer Experience at ClearSlide
Industry Online Media
Experience
ClearSlide June 2014 - Present
ClearSlide July 2013 - May 2014
ClearSlide, Inc. March 2012 - June 2013
ClearSlide, Inc. July 2011 - March 2012
Revel Systems May 2011 - June 2011
Santiago's Tailoring, Boutique, Cleaning August 2010 - May 2011
CONCERT Global Group Ltd. January 2008 - August 2010
CONCERT Global Group Ltd. August 2006 - January 2008
UBS May 2003 - August 2003
Skills
Business Analysis, Salesforce.com, Business Development, Management, Marketing, Access, Leadership, Project Management, Account Management, Strategic Planning, Sales, Team Building, ClearSlide, CRM, Budgets, Microsoft Excel, Marketing Strategy, Customer Service, Start-ups, New Business Development, SaaS, Business Strategy, Social Networking, Data Analysis, PowerPoint, Microsoft Office, Market Research, Cold Calling
Education
Saint Mary's College of California 2002 — 2006
B.S., Business Administration
Saint Mary's College of California 2002 — 2006
B.A., Spanish
ClearSlide June 2014 - Present
ClearSlide July 2013 - May 2014
ClearSlide, Inc. March 2012 - June 2013
ClearSlide, Inc. July 2011 - March 2012
Revel Systems May 2011 - June 2011
Santiago's Tailoring, Boutique, Cleaning August 2010 - May 2011
CONCERT Global Group Ltd. January 2008 - August 2010
CONCERT Global Group Ltd. August 2006 - January 2008
UBS May 2003 - August 2003
Skills
Business Analysis, Salesforce.com, Business Development, Management, Marketing, Access, Leadership, Project Management, Account Management, Strategic Planning, Sales, Team Building, ClearSlide, CRM, Budgets, Microsoft Excel, Marketing Strategy, Customer Service, Start-ups, New Business Development, SaaS, Business Strategy, Social Networking, Data Analysis, PowerPoint, Microsoft Office, Market Research, Cold Calling
Education
Saint Mary's College of California 2002 — 2006
B.S., Business Administration
Saint Mary's College of California 2002 — 2006
B.A., Spanish
Susan Dezio's UBS Experience August 2009 - March 2012
Job Office Manager at Fulcrum Acoustic, LLC
Industry Wholesale
Experience
Fulcrum Acoustic, LLC September 2014 - Present
UBS August 2009 - March 2012
Southeast Family YMCA January 1999 - May 2006
First Federal Savings Bank 1985 - 1989
Skills
Marketing, Customer Service, Financial Analysis, New Business Development, Accounting
Education
Saint Bonaventure University 1981 — 1985
BBA, Accounting
Fulcrum Acoustic, LLC September 2014 - Present
UBS August 2009 - March 2012
Southeast Family YMCA January 1999 - May 2006
First Federal Savings Bank 1985 - 1989
Skills
Marketing, Customer Service, Financial Analysis, New Business Development, Accounting
Education
Saint Bonaventure University 1981 — 1985
BBA, Accounting
Daniel Kost's UBS Experience
Job IT Project Manager at UBS
Industry Financial Services
Experience
UBS
Skills
Sybase, Business Analysis
Education
Saint Anselm College 1986 — 1989
BA, Computer Science with Business
UBS
Skills
Sybase, Business Analysis
Education
Saint Anselm College 1986 — 1989
BA, Computer Science with Business
Greg Ketron's UBS Experience August 2011 - April 2013
Job Director of Investor Relations at GE Capital Retail Finance
Industry Banking
Experience
GE Capital February 2014 - Present
UBS August 2011 - April 2013
Citi September 2007 - August 2011
SunTrust Bank December 2004 - September 2007
SunTrust Bank February 1995 - December 2004
SunTrust Bank September 1986 - February 1995
PwC August 1984 - September 1986
Deloitte June 1983 - August 1984
Skills
Equities, Valuation, Financial Modeling, Financial Analysis, Equity Research, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Investments, Asset Management, Series 7, CPA, Series 63, Finance, Investor Presentations
Education
Xavier University 1981 — 1983
BSBA, Accounting
Saint Louis University 1979 — 1981
GE Capital February 2014 - Present
UBS August 2011 - April 2013
Citi September 2007 - August 2011
SunTrust Bank December 2004 - September 2007
SunTrust Bank February 1995 - December 2004
SunTrust Bank September 1986 - February 1995
PwC August 1984 - September 1986
Deloitte June 1983 - August 1984
Skills
Equities, Valuation, Financial Modeling, Financial Analysis, Equity Research, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Investments, Asset Management, Series 7, CPA, Series 63, Finance, Investor Presentations
Education
Xavier University 1981 — 1983
BSBA, Accounting
Saint Louis University 1979 — 1981
Segundo Chang's UBS Experience August 2000 - Present
Job Operation Manager
Industry Financial Services
Experience
M.S.C Cleaning Services LLC January 2010 - Present
S Chang Tax Consulting CO. June 2009 - Present
UBS August 2000 - Present
Skills
Problem Solving, Customer Service, Teamwork, Accounting, Insurance, Tax, Outlook, Analysis, Forecasting, Risk Management, Financial Analysis
Education
Saint Peter's University 2010 — 2012
MBA/MS, Finance, Accountancy
St. Peter's College 2005 — 2009
BSBA, Business Management, Economics
Colegio Tecnico Experimental Franciso De Orellana 1992 — 1997
Contabilidad
M.S.C Cleaning Services LLC January 2010 - Present
S Chang Tax Consulting CO. June 2009 - Present
UBS August 2000 - Present
Skills
Problem Solving, Customer Service, Teamwork, Accounting, Insurance, Tax, Outlook, Analysis, Forecasting, Risk Management, Financial Analysis
Education
Saint Peter's University 2010 — 2012
MBA/MS, Finance, Accountancy
St. Peter's College 2005 — 2009
BSBA, Business Management, Economics
Colegio Tecnico Experimental Franciso De Orellana 1992 — 1997
Contabilidad
Steven D'Orazio's UBS Experience July 2010 - July 2011
Job Mortgage Warehouse Lending
Industry Financial Services
Experience
Colorado Federal Savings Bank July 2011 - Present
UBS July 2010 - July 2011
Self employed October 2009 - July 2010
UBS, LLC / UBS Real Estate Securities, Inc January 2000 - October 2009
PAINEWEBBER, INC January 1999 - January 2000
PAINEWEBBER, INC January 1997 - January 1999
Skills
Credit, Loans, Customer Service, Mortgage Lending, Leadership, Management, Financial Risk, Analysis, Equities, Mortgage Banking, Finance, Funding, Bloomberg
Education
Saint John's University 1994 — 1998
Bachelor of Science Degree, Finance / Accounting
Colorado Federal Savings Bank July 2011 - Present
UBS July 2010 - July 2011
Self employed October 2009 - July 2010
UBS, LLC / UBS Real Estate Securities, Inc January 2000 - October 2009
PAINEWEBBER, INC January 1999 - January 2000
PAINEWEBBER, INC January 1997 - January 1999
Skills
Credit, Loans, Customer Service, Mortgage Lending, Leadership, Management, Financial Risk, Analysis, Equities, Mortgage Banking, Finance, Funding, Bloomberg
Education
Saint John's University 1994 — 1998
Bachelor of Science Degree, Finance / Accounting
Andrew B. Cundiff's UBS Experience November 2008 - Present
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS November 2008 - Present
Merrill Lynch August 1995 - November 2008
Education
University of Alabama at Birmingham 1996 — 1997
MBA, Finance
Samford University 1991 — 1995
BS, Business - Management
UBS November 2008 - Present
Merrill Lynch August 1995 - November 2008
Education
University of Alabama at Birmingham 1996 — 1997
MBA, Finance
Samford University 1991 — 1995
BS, Business - Management
Salvatore Grisaffi's UBS Experience April 2015 - Present
Job Consultant Business Analyst Intercompany Financial Control Group
Industry Financial Services
Experience
UBS April 2015 - Present
Nomura Americas LLC November 2010 - October 2014
Nomura Americas LLC June 2009 - November 2010
Bank of America August 2008 - June 2009
Citco Fund Services April 2007 - February 2008
Citi September 2002 - April 2007
Citi December 1999 - September 2002
Chase April 1994 - December 1999
J.P. Morgan June 1990 - December 1993
Skills
Accounting, Financial Accounting, Supervising, Reconcile, Bloomberg, Bonds, ADP Gloss, Euclid, Clearstream, Long-term Customer..., Customer Service, Euroclear, Financial Statements, Fixed Income, Foreign Exchange, Hyperion Reports, General Ledger, ISDA, Mergers, Back Office, Microsoft Office, Sales Support Tools, Securities, Foreign Settlements, Swaps, Swift Transmission, Controllership Functions, Balance Sheet Review, Equities, Training, Staff Development, Account Reconciliation, Financial Risk, Mergers & Acquisitions, Settlement, Options, Trading, Portfolio Management, Financial Services, Mutual Funds, Equity Trading, Middle Office, Hedge Funds, Prime Brokerage, SWIFT payments, Corporate Actions
Education
Saint John's University
Masters Degree, Business Administration; Accounting, 3.4
Stony Brook University
Bachelor of Arts Degree, Economics, Psychology, 3.1
UBS April 2015 - Present
Nomura Americas LLC November 2010 - October 2014
Nomura Americas LLC June 2009 - November 2010
Bank of America August 2008 - June 2009
Citco Fund Services April 2007 - February 2008
Citi September 2002 - April 2007
Citi December 1999 - September 2002
Chase April 1994 - December 1999
J.P. Morgan June 1990 - December 1993
Skills
Accounting, Financial Accounting, Supervising, Reconcile, Bloomberg, Bonds, ADP Gloss, Euclid, Clearstream, Long-term Customer..., Customer Service, Euroclear, Financial Statements, Fixed Income, Foreign Exchange, Hyperion Reports, General Ledger, ISDA, Mergers, Back Office, Microsoft Office, Sales Support Tools, Securities, Foreign Settlements, Swaps, Swift Transmission, Controllership Functions, Balance Sheet Review, Equities, Training, Staff Development, Account Reconciliation, Financial Risk, Mergers & Acquisitions, Settlement, Options, Trading, Portfolio Management, Financial Services, Mutual Funds, Equity Trading, Middle Office, Hedge Funds, Prime Brokerage, SWIFT payments, Corporate Actions
Education
Saint John's University
Masters Degree, Business Administration; Accounting, 3.4
Stony Brook University
Bachelor of Arts Degree, Economics, Psychology, 3.1
William F. McLaughlin's UBS Experience March 2011 - Present
Job Vice President, UBS Private Wealth Management
Industry Financial Services
Experience
UBS March 2011 - Present
Goldman Sachs May 2007 - March 2011
Citigroup/Salomon Smith Barney February 1993 - May 2007
Skills
Estate Planning, Hedge Funds, Fixed Income, Equities, Strategic Planning, Business Strategy, Portfolio Management, Mutual Funds, Capital Markets, Alternative Investments, Asset Management, Investments, Derivatives, Investment Banking, Strategy, Real Estate, Series 7
Education
St. Joseph's University
Bachelor's degree, Finance
UBS March 2011 - Present
Goldman Sachs May 2007 - March 2011
Citigroup/Salomon Smith Barney February 1993 - May 2007
Skills
Estate Planning, Hedge Funds, Fixed Income, Equities, Strategic Planning, Business Strategy, Portfolio Management, Mutual Funds, Capital Markets, Alternative Investments, Asset Management, Investments, Derivatives, Investment Banking, Strategy, Real Estate, Series 7
Education
St. Joseph's University
Bachelor's degree, Finance
Douglas Kellogg's UBS Experience July 2004 - September 2004
Job Tax Accountant at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group May 2014 - Present
State Street November 2012 - May 2014
State Street February 2011 - November 2012
E.S. Schwartz and Company, Inc September 2009 - February 2011
Altria May 2008 - August 2008
UBS July 2004 - September 2004
Skills
Accounting, Mutual Funds, Tax, Fund Accounting, Account Reconciliation, Analysis, Finance, Investments, Financial Analysis, Management, Microsoft Excel, Portfolio Management, PowerPoint, Microsoft Office
Education
Saint Anselm College 2005 — 2009
Bachelors of Arts, Financial Economics
Westhill High School 2001 — 2005
The Boston Consulting Group May 2014 - Present
State Street November 2012 - May 2014
State Street February 2011 - November 2012
E.S. Schwartz and Company, Inc September 2009 - February 2011
Altria May 2008 - August 2008
UBS July 2004 - September 2004
Skills
Accounting, Mutual Funds, Tax, Fund Accounting, Account Reconciliation, Analysis, Finance, Investments, Financial Analysis, Management, Microsoft Excel, Portfolio Management, PowerPoint, Microsoft Office
Education
Saint Anselm College 2005 — 2009
Bachelors of Arts, Financial Economics
Westhill High School 2001 — 2005
John Diiorgi's UBS Experience December 1989 - July 2006
Job Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Conifer Securities March 2011 - September 2012
UBS Investment Bank July 2006 - April 2010
UBS December 1989 - July 2006
Skills
Hedge Funds, Prime Brokerage, Corporate Actions, Series 7, Equities, Financial Services, Investment Banking, Series 63, Securities
Education
Saint Peter's University
MBA, Business
Fidelity Investments June 2013 - Present
Conifer Securities March 2011 - September 2012
UBS Investment Bank July 2006 - April 2010
UBS December 1989 - July 2006
Skills
Hedge Funds, Prime Brokerage, Corporate Actions, Series 7, Equities, Financial Services, Investment Banking, Series 63, Securities
Education
Saint Peter's University
MBA, Business
Meave Connelly's UBS Experience 2006 - 2009
Job Director, Banking Products at UBS Wealth Management
Industry Financial Services
Experience
UBS Financial Services January 2012 - Present
UBS Financial Services November 2010 - January 2012
UBS 2006 - 2009
UBS 2004 - 2006
UBS 2001 - 2004
UBS 1999 - 2001
Skills
Banking, Business Analysis, Mortgage Lending, Product Development, Program Management, Project Management, Strategic Planning, Team Leadership, Wealth Management, Training, Business Requirements, Business Strategy, Change Management, Financial Services, Investments, Human Resources, IT Management, Loans, Marketing, Process Improvement, Portfolio Management, Risk Management, Securities, Vendor Management, Analysis, SDLC, Strategy
Education
(McNair) Academic High School
St. Peter's College
Masters of Business Administration
Wheeling Jesuit University
Bachelor of Arts, Professional Writing
UBS Financial Services January 2012 - Present
UBS Financial Services November 2010 - January 2012
UBS 2006 - 2009
UBS 2004 - 2006
UBS 2001 - 2004
UBS 1999 - 2001
Skills
Banking, Business Analysis, Mortgage Lending, Product Development, Program Management, Project Management, Strategic Planning, Team Leadership, Wealth Management, Training, Business Requirements, Business Strategy, Change Management, Financial Services, Investments, Human Resources, IT Management, Loans, Marketing, Process Improvement, Portfolio Management, Risk Management, Securities, Vendor Management, Analysis, SDLC, Strategy
Education
(McNair) Academic High School
St. Peter's College
Masters of Business Administration
Wheeling Jesuit University
Bachelor of Arts, Professional Writing
Anne-Marie McCormick's UBS Experience March 2011 - Present
Job Sr. Registered Client Service Associate, Associate Director at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS March 2011 - Present
UBS March 2007 - March 2011
Merrill Lynch April 2001 - March 2007
Merrill Lynch May 1990 - April 2001
Education
Salem State University 1986 — 1990
Bachelor of Arts, Business Administration
UBS March 2011 - Present
UBS March 2007 - March 2011
Merrill Lynch April 2001 - March 2007
Merrill Lynch May 1990 - April 2001
Education
Salem State University 1986 — 1990
Bachelor of Arts, Business Administration
Tara Frey Goss's UBS Experience 1998 - 2009
Job Executive Administration at Private Bank
Industry Financial Services
Experience
Investment Bank April 2013 - Present
NYSE Blue (Formerly APX, Inc) April 2009 - April 2012
UBS Global Asset Management June 2001 - March 2009
UBS 1998 - 2009
UBS Global Asset Management 1997 - 2009
PaineWebber Shareholder Services July 1998 - June 2001
Skills
Mutual Funds, Portfolio Management, Asset Managment, Trading, Equities, Alternative Investments, Series 7, Investments, Asset Allocation, Risk Management, Hedge Funds, Fixed Income, Derivatives, Bloomberg, Financial Analysis, Business Development, Asset Management, Marketing, Management, Analysis, Investment Strategies, Financial Services
Education
Saint Peter's College 2004 — 2008
BSBA, Marketing
Saint Peter's University 2004 — 2008
Marketing
Kovats Real Estate and Insurance School
BSBA, Marketing
Investment Bank April 2013 - Present
NYSE Blue (Formerly APX, Inc) April 2009 - April 2012
UBS Global Asset Management June 2001 - March 2009
UBS 1998 - 2009
UBS Global Asset Management 1997 - 2009
PaineWebber Shareholder Services July 1998 - June 2001
Skills
Mutual Funds, Portfolio Management, Asset Managment, Trading, Equities, Alternative Investments, Series 7, Investments, Asset Allocation, Risk Management, Hedge Funds, Fixed Income, Derivatives, Bloomberg, Financial Analysis, Business Development, Asset Management, Marketing, Management, Analysis, Investment Strategies, Financial Services
Education
Saint Peter's College 2004 — 2008
BSBA, Marketing
Saint Peter's University 2004 — 2008
Marketing
Kovats Real Estate and Insurance School
BSBA, Marketing
Jason Willman's UBS Experience August 2004 - January 2006
Job Owner at Step 1 Digital Marketing
Industry Marketing and Advertising
Experience
SDG&E March 2012 - October 2013
Private English Teacher January 2011 - May 2011
First Business Bank June 2006 - October 2008
UBS August 2004 - January 2006
United States Marine Corps July 2002 - April 2004
United States Marine Corps July 1999 - June 2002
Skills
Leadership, Project Planning, Project Management, Training, Management, Digital Marketing, Online Marketing, SEO, Online Reputation..., Online Video Marketing, Website Promotion, Marketing Strategy, Budgets
Education
The Citadel
Bachelor of Science, Physics
Villanova University 2011 — 2012
Master Certificate in Business Analysis, Business Analysis, 4.0
San Diego Mesa College 2009 — 2010
Certificate of Achievement, Computer and Information Science
SDG&E March 2012 - October 2013
Private English Teacher January 2011 - May 2011
First Business Bank June 2006 - October 2008
UBS August 2004 - January 2006
United States Marine Corps July 2002 - April 2004
United States Marine Corps July 1999 - June 2002
Skills
Leadership, Project Planning, Project Management, Training, Management, Digital Marketing, Online Marketing, SEO, Online Reputation..., Online Video Marketing, Website Promotion, Marketing Strategy, Budgets
Education
The Citadel
Bachelor of Science, Physics
Villanova University 2011 — 2012
Master Certificate in Business Analysis, Business Analysis, 4.0
San Diego Mesa College 2009 — 2010
Certificate of Achievement, Computer and Information Science
Suzanne Mammone's UBS Experience March 2008 - April 2009
Job Business Development Coordinator at TopSource LLC
Industry Financial Services
Experience
Topco August 2011 - May 2014
UBS March 2008 - April 2009
Fidelity Investments May 2001 - April 2006
Fidelity Investments May 1999 - August 2001
Skills
Business Development, Series 7, Investments, Mutual Funds
Education
Saint Anselm College 1989 — 1993
Bachelors Degree, Business / Finance
Topco August 2011 - May 2014
UBS March 2008 - April 2009
Fidelity Investments May 2001 - April 2006
Fidelity Investments May 1999 - August 2001
Skills
Business Development, Series 7, Investments, Mutual Funds
Education
Saint Anselm College 1989 — 1993
Bachelors Degree, Business / Finance
Terri Guercio's UBS Experience 2008 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS 2008 - Present
UBS 2005 - 2007
UBS Investment Bank 2002 - 2005
Skills
Electronic Trading, Vendor Management, Trading Systems, Program Management, Investment Banking, Equities, Capital Markets, Market Data, ITIL, Service Catalog, Risk Management, Infrastructure, Business Analysis, IT Strategy, Financial Risk, Product Management, Financial Services, Portfolio Management, Derivatives, PMO, Finance, Information Technology, Fixed Income, SDLC, Governance, Prime Brokerage, Hedge Funds, Low Latency, FX Options, Sybase, Credit Derivatives, Offshoring, Outsourcing, Business Continuity, Enterprise Architecture, IT Management
Education
Saint Mary's College
BBA, Bachelors of Business Administration
UBS 2008 - Present
UBS 2005 - 2007
UBS Investment Bank 2002 - 2005
Skills
Electronic Trading, Vendor Management, Trading Systems, Program Management, Investment Banking, Equities, Capital Markets, Market Data, ITIL, Service Catalog, Risk Management, Infrastructure, Business Analysis, IT Strategy, Financial Risk, Product Management, Financial Services, Portfolio Management, Derivatives, PMO, Finance, Information Technology, Fixed Income, SDLC, Governance, Prime Brokerage, Hedge Funds, Low Latency, FX Options, Sybase, Credit Derivatives, Offshoring, Outsourcing, Business Continuity, Enterprise Architecture, IT Management
Education
Saint Mary's College
BBA, Bachelors of Business Administration
Andrew Ragone's UBS Experience September 1998 - November 2008
Job Operational Risk Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2011 - Present
Barclays Wealth and Investment Management April 2010 - April 2011
Brown Brothers Harriman November 2008 - April 2010
UBS September 1998 - November 2008
Skills
Operational Risk..., Financial Services, Regulation W, Fiduciary Services, Banking Compliance, Commercial Banking, Trust Services, New Product Approval, Private Banking, Securities, Capital Markets, Banking, Risk Management, Fixed Income, Investment Banking
Education
Saint Peter's University
BS, Accounting and Finance
Morgan Stanley April 2011 - Present
Barclays Wealth and Investment Management April 2010 - April 2011
Brown Brothers Harriman November 2008 - April 2010
UBS September 1998 - November 2008
Skills
Operational Risk..., Financial Services, Regulation W, Fiduciary Services, Banking Compliance, Commercial Banking, Trust Services, New Product Approval, Private Banking, Securities, Capital Markets, Banking, Risk Management, Fixed Income, Investment Banking
Education
Saint Peter's University
BS, Accounting and Finance
Fred Barnfield's UBS Experience 1994 - 1997
Job Head of Global Regulatory Policy, SEC Reporting and NY Accounting Policy at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley August 2012 - April 2015
Morgan Stanley March 2012 - August 2012
Morgan Stanley 2009 - March 2012
Morgan Stanley April 2006 - 2009
Morgan Stanley September 2005 - April 2006
Deutsche Bank 1997 - 2005
UBS 1994 - 1997
Banespa 1991 - 1994
KPMG 1985 - 1991
Skills
Accounting, Banking, Product Control, Financial Reporting, Financial Analysis, Fixed Income, Policy, Mergers, Hedge Funds
Education
Sam Houston State University
Master of Music, Musicology
Morgan Stanley April 2015 - Present
Morgan Stanley August 2012 - April 2015
Morgan Stanley March 2012 - August 2012
Morgan Stanley 2009 - March 2012
Morgan Stanley April 2006 - 2009
Morgan Stanley September 2005 - April 2006
Deutsche Bank 1997 - 2005
UBS 1994 - 1997
Banespa 1991 - 1994
KPMG 1985 - 1991
Skills
Accounting, Banking, Product Control, Financial Reporting, Financial Analysis, Fixed Income, Policy, Mergers, Hedge Funds
Education
Sam Houston State University
Master of Music, Musicology
kenneth fitzsimons's UBS Experience October 2013 - Present
Job Director, Annuity Product Management, UBS
Industry Financial Services
Experience
UBS October 2013 - Present
Morgan Stanley Smith Barney February 2012 - October 2013
Morgan Stanley Smith Barney October 2010 - February 2012
Skills
Wealth Management, Mutual Funds, Investments, Securities, Fixed Annuities, Retirement Planning, Asset Allocation, 401k, Alternative Investments, ETFs, Equities, FINRA, Financial Services
Education
Sacred Heart University 1991 — 1992
Master's degree, Elementary Education and Teaching
University of Richmond 1986 — 1990
Bachelor's degree, Speech Communication and Theater Arts
UBS October 2013 - Present
Morgan Stanley Smith Barney February 2012 - October 2013
Morgan Stanley Smith Barney October 2010 - February 2012
Skills
Wealth Management, Mutual Funds, Investments, Securities, Fixed Annuities, Retirement Planning, Asset Allocation, 401k, Alternative Investments, ETFs, Equities, FINRA, Financial Services
Education
Sacred Heart University 1991 — 1992
Master's degree, Elementary Education and Teaching
University of Richmond 1986 — 1990
Bachelor's degree, Speech Communication and Theater Arts
john verbeke's UBS Experience September 2006 - Present
Job Vice President Investments at UBS
Industry Financial Services
Experience
UBS September 2006 - Present
Skills
Retirement, Strategic Financial..., Investments, Insurance, 401k, Budgets, Risk Management, Financial Analysis, Life Insurance, Series 7, Asset Management, Series 63, Securities, Equities, Asset Allocation, Investment Strategies, Financial Advisory, Fixed Income, Portfolio Management, Mutual Funds, Investment Advisory, Alternative Investments
Education
Saint Louis University 1982 — 1987
Accounting
UBS September 2006 - Present
Skills
Retirement, Strategic Financial..., Investments, Insurance, 401k, Budgets, Risk Management, Financial Analysis, Life Insurance, Series 7, Asset Management, Series 63, Securities, Equities, Asset Allocation, Investment Strategies, Financial Advisory, Fixed Income, Portfolio Management, Mutual Funds, Investment Advisory, Alternative Investments
Education
Saint Louis University 1982 — 1987
Accounting
Alan Pamintuan's UBS Experience September 2000 - February 2003
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC February 2003 - Present
UBS September 2000 - February 2003
Skills
Mutual Funds, Retirement Planning, Retirement, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Financial Planning, Securities, Series 7, Fixed Annuities
Education
San Diego State University-California State University
Bachelor of Science, Statistics
San Diego State University-California State University
VALIC February 2003 - Present
UBS September 2000 - February 2003
Skills
Mutual Funds, Retirement Planning, Retirement, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Financial Planning, Securities, Series 7, Fixed Annuities
Education
San Diego State University-California State University
Bachelor of Science, Statistics
San Diego State University-California State University
Aaron Fleischer's UBS Experience March 2013 - December 2013
Job Vice President at Citi
Industry Financial Services
Experience
Citi December 2013 - Present
UBS March 2013 - December 2013
ICE FUTURES U.S. January 2007 - March 2013
New York Board of Trade July 2000 - December 2006
Skills
Options, Trading, Equities, FX Options, Settlement, Energy, Agriculture, Swaps, Electronic Trading, Securities, FINRA, Commodity Markets, Derivatives, Commodity, Fixed Income, FX, Futures, Compliance, OTC, Settlements, Dodd-Frank
Education
Wagner College 2002 — 2004
Master of Business Administration, Finance
St. John's University 1996 — 2000
Bachelors of Science, Criminal Justice
Citi December 2013 - Present
UBS March 2013 - December 2013
ICE FUTURES U.S. January 2007 - March 2013
New York Board of Trade July 2000 - December 2006
Skills
Options, Trading, Equities, FX Options, Settlement, Energy, Agriculture, Swaps, Electronic Trading, Securities, FINRA, Commodity Markets, Derivatives, Commodity, Fixed Income, FX, Futures, Compliance, OTC, Settlements, Dodd-Frank
Education
Wagner College 2002 — 2004
Master of Business Administration, Finance
St. John's University 1996 — 2000
Bachelors of Science, Criminal Justice
James Maguire's UBS Experience May 2015 - Present
Job BA/Project Management at UBS
Industry Financial Services
Experience
UBS May 2015 - Present
Bank of Montreal February 2014 - May 2015
Barclays August 2013 - February 2014
Morgan Stanley March 2005 - January 2012
Morgan Stanley September 1997 - March 2005
Skills
Derivatives, Middle Office, Financial Services, Change Management, Equities, Series 7, Trading, Series 63, Fixed Income, Capital Markets, Financial Modeling
Education
Saint Bonaventure University 1984 — 1988
BS, Business Management
UBS May 2015 - Present
Bank of Montreal February 2014 - May 2015
Barclays August 2013 - February 2014
Morgan Stanley March 2005 - January 2012
Morgan Stanley September 1997 - March 2005
Skills
Derivatives, Middle Office, Financial Services, Change Management, Equities, Series 7, Trading, Series 63, Fixed Income, Capital Markets, Financial Modeling
Education
Saint Bonaventure University 1984 — 1988
BS, Business Management
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.