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
Adriel Tam Adriel Tam's UBS Experience February 2007 - January 2009
Job CEO at Viridian Investments and Viridian Tax and Accounting
Industry Investment Management
Experience
Viridian Investments January 2009 - Present
Viridian Tax and Accounting November 2011 - Present
LPL Financial 2013 - Present
Ronald McDonald House March 2007 - Present
Technically Learning September 2010 - August 2013
UBS February 2007 - January 2009
VR Business Brokers January 2004 - December 2006
GE Capital September 1998 - October 2003
Skills
Management, Business Strategy, Business Development, Financial Services, Strategic Financial..., Negotiation, Budgets, Strategic Planning, Portfolio Management, Securities, Marketing, Financial Analysis, Investments, Wealth Management, Risk Management, Asset Managment, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Relationship Development, Mergers, Financial Modeling, Banking, Finance, Financial Advisory, Investment Advisory, Due Diligence
Education
GE Crotonville
Seattle Pacific University - School of Business and Economics
Bachelor of Arts, Business - Concentration Inormation Systems
St Albans
Walt Whitman
Viridian Investments January 2009 - Present
Viridian Tax and Accounting November 2011 - Present
LPL Financial 2013 - Present
Ronald McDonald House March 2007 - Present
Technically Learning September 2010 - August 2013
UBS February 2007 - January 2009
VR Business Brokers January 2004 - December 2006
GE Capital September 1998 - October 2003
Skills
Management, Business Strategy, Business Development, Financial Services, Strategic Financial..., Negotiation, Budgets, Strategic Planning, Portfolio Management, Securities, Marketing, Financial Analysis, Investments, Wealth Management, Risk Management, Asset Managment, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Relationship Development, Mergers, Financial Modeling, Banking, Finance, Financial Advisory, Investment Advisory, Due Diligence
Education
GE Crotonville
Seattle Pacific University - School of Business and Economics
Bachelor of Arts, Business - Concentration Inormation Systems
St Albans
Walt Whitman
Kevin Gilio's UBS Experience October 2014 - June 2015
Job Credit Analyst at Comerica Bank Middle Market Group
Industry Financial Services
Experience
Comerica Bank July 2015 - Present
UBS October 2014 - June 2015
UBS Wealth Management June 2014 - September 2014
Central Valley Community Bank July 2013 - September 2013
Santa Clara University February 2012 - September 2013
A-1 Alternative Fuel Systems July 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Leadership, Social Media, Social Networking, Access, Event Planning, Teamwork
Education
Santa Clara University 2011 — 2015
Bachelor's degree, Finance, Senior
Comerica Bank July 2015 - Present
UBS October 2014 - June 2015
UBS Wealth Management June 2014 - September 2014
Central Valley Community Bank July 2013 - September 2013
Santa Clara University February 2012 - September 2013
A-1 Alternative Fuel Systems July 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Leadership, Social Media, Social Networking, Access, Event Planning, Teamwork
Education
Santa Clara University 2011 — 2015
Bachelor's degree, Finance, Senior
Baiyun Li's UBS Experience October 2013 - December 2013
Job Marketing Internship at UBS Inc.
Industry Research
Experience
China Business Network (CBN) July 2014 - August 2014
UBS October 2013 - December 2013
SFSU Business Computer Lab August 2009 - May 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Event Planning, Facebook, Social Networking, Social Media Marketing, Access, Marketing, Marketing Strategy, Sales
Education
SFSU 2009 — 2013
Bachelor of Science (B.S.), Marketing/Marketing Management, General
SFSU 2009 — 2013
University of California, Riverside
Master of Business Administration (MBA)
China Business Network (CBN) July 2014 - August 2014
UBS October 2013 - December 2013
SFSU Business Computer Lab August 2009 - May 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Event Planning, Facebook, Social Networking, Social Media Marketing, Access, Marketing, Marketing Strategy, Sales
Education
SFSU 2009 — 2013
Bachelor of Science (B.S.), Marketing/Marketing Management, General
SFSU 2009 — 2013
University of California, Riverside
Master of Business Administration (MBA)
Quy Phan Quy Phan's UBS Experience March 2008 - August 2009
Job MidMarket Account Manager at PagerDuty
Industry Information Technology and Services
Experience
PagerDuty May 2015 - Present
Ipreo November 2014 - May 2015
Shareholder InSite, Inc. (Acquired by IPREO) August 2014 - November 2014
S&P Capital IQ January 2011 - August 2014
Wells Fargo June 2010 - December 2010
UBS March 2008 - August 2009
Skills
Wealth Management, Financial Modeling, Financial Analysis, Capital Markets, Equities, Fixed Income, Portfolio Management, Financial Markets, Valuation, Salesforce.com, Investments
Education
San Diego State University-California State University 2005 — 2009
Bachelor of Science, Finance
PagerDuty May 2015 - Present
Ipreo November 2014 - May 2015
Shareholder InSite, Inc. (Acquired by IPREO) August 2014 - November 2014
S&P Capital IQ January 2011 - August 2014
Wells Fargo June 2010 - December 2010
UBS March 2008 - August 2009
Skills
Wealth Management, Financial Modeling, Financial Analysis, Capital Markets, Equities, Fixed Income, Portfolio Management, Financial Markets, Valuation, Salesforce.com, Investments
Education
San Diego State University-California State University 2005 — 2009
Bachelor of Science, Finance
Mike Barbello Mike Barbello's UBS Experience May 2004 - August 2007
Job Corporate Audit Investigator; Attorney; Mediator
Industry Aviation & Aerospace
Experience
Boeing May 2014 - Present
Boeing April 2012 - May 2014
Northwest Credit Union Association January 2012 - April 2012
Ronald A. Peterson Law Clinic August 2011 - March 2012
U.S. Department of Labor May 2011 - August 2011
Washington Attorney General's Office January 2011 - May 2011
Pierce County Center for Dispute Resolution May 2010 - August 2010
Accenture August 2007 - August 2009
UBS May 2004 - August 2007
US Congress May 2006 - August 2006
Skills
Litigation, Employment Law, Mediation, Legal Research, Government, Legal Writing, Corporate Law, Conflict Resolution, Management Consulting, Investigation, Management, Human Resources, Analysis, Program Management
Education
Seattle University School of Law 2009 — 2012
Doctor of Law (JD), Law
University of Colorado Boulder 2003 — 2007
Bachelor of Science (BS), Business Administration - Leeds School of Business
Boeing May 2014 - Present
Boeing April 2012 - May 2014
Northwest Credit Union Association January 2012 - April 2012
Ronald A. Peterson Law Clinic August 2011 - March 2012
U.S. Department of Labor May 2011 - August 2011
Washington Attorney General's Office January 2011 - May 2011
Pierce County Center for Dispute Resolution May 2010 - August 2010
Accenture August 2007 - August 2009
UBS May 2004 - August 2007
US Congress May 2006 - August 2006
Skills
Litigation, Employment Law, Mediation, Legal Research, Government, Legal Writing, Corporate Law, Conflict Resolution, Management Consulting, Investigation, Management, Human Resources, Analysis, Program Management
Education
Seattle University School of Law 2009 — 2012
Doctor of Law (JD), Law
University of Colorado Boulder 2003 — 2007
Bachelor of Science (BS), Business Administration - Leeds School of Business
Miguel R. Castillo Miguel R. Castillo's UBS Experience March 2003 - August 2008
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2008 - Present
UBS March 2003 - August 2008
Morgan Stanley Smith Barney February 1998 - March 2003
Skills
Investments, Risk Management, Retirement Planning, Investment Strategies, Asset Allocation, Insurance, 401k Rollovers, Securities, Wealth Preservation..., Strategic Planning, Business Owner Planning, Financial Analysis, Fixed Income Strategies, Multi-generational..., Retirement Savings, Estate Investment..., Investment Planning
Education
San Diego State University-California State University
BA, Business and Political Science
San Diego State University-California State University
BA, Business and Political Science
Wells Fargo Advisors, LLC August 2008 - Present
UBS March 2003 - August 2008
Morgan Stanley Smith Barney February 1998 - March 2003
Skills
Investments, Risk Management, Retirement Planning, Investment Strategies, Asset Allocation, Insurance, 401k Rollovers, Securities, Wealth Preservation..., Strategic Planning, Business Owner Planning, Financial Analysis, Fixed Income Strategies, Multi-generational..., Retirement Savings, Estate Investment..., Investment Planning
Education
San Diego State University-California State University
BA, Business and Political Science
San Diego State University-California State University
BA, Business and Political Science
Paul Maffeo Paul Maffeo's UBS Experience 1968 - 1998
Job Bellevue investments
Industry Financial Services
Experience
Maffeo family foundation 2002 - Present
UBS 1968 - 1998
Bellevue arts commission January 1993 - January 1997
US Army October 1965 - October 1966
University of Maryland January 1965 - October 1966
Skills
Fundraising, New Business Development, Entrepreneurship, Start-ups, Business Strategy, Marketing, Investments, Real Estate, Securities, Strategic Planning, Strategy
Education
University of Washington
Mba, Finance & public policy
Seattle University
Ba with honors, Political Science and Government
Maffeo family foundation 2002 - Present
UBS 1968 - 1998
Bellevue arts commission January 1993 - January 1997
US Army October 1965 - October 1966
University of Maryland January 1965 - October 1966
Skills
Fundraising, New Business Development, Entrepreneurship, Start-ups, Business Strategy, Marketing, Investments, Real Estate, Securities, Strategic Planning, Strategy
Education
University of Washington
Mba, Finance & public policy
Seattle University
Ba with honors, Political Science and Government
Gregory Laich Gregory Laich's UBS Experience May 2013 - July 2013
Job Vendor Analyst at PETCO Animal Supplies, Inc.
Industry Financial Services
Experience
PETCO Animal Supplies, Inc. April 2015 - Present
BrightScope April 2014 - Present
BrightScope October 2013 - April 2014
UBS May 2013 - July 2013
Phi Kappa Theta Fraternity January 2010 - January 2011
Skills
Leadership, Microsoft Excel, Analysis, Problem Solving, Communication Skills, Event Planning, Fundraising, Sales, Social Networking, Meet Deadlines, Research, Customer Service, Client Relations, Organization, PowerPoint, Marketing
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Science (B.S.), Finance, General, 3.3
Chinese University of Hong Kong, Hong Kong 2012 — 2012
International Finance
PETCO Animal Supplies, Inc. April 2015 - Present
BrightScope April 2014 - Present
BrightScope October 2013 - April 2014
UBS May 2013 - July 2013
Phi Kappa Theta Fraternity January 2010 - January 2011
Skills
Leadership, Microsoft Excel, Analysis, Problem Solving, Communication Skills, Event Planning, Fundraising, Sales, Social Networking, Meet Deadlines, Research, Customer Service, Client Relations, Organization, PowerPoint, Marketing
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Science (B.S.), Finance, General, 3.3
Chinese University of Hong Kong, Hong Kong 2012 — 2012
International Finance
Annie Nguyen's UBS Experience September 2004 - June 2006
Job Admin and Office Manager at Quizlet
Industry Education Management
Experience
Quizlet April 2015 - Present
Head-Royce School May 2013 - April 2015
American Indian Public Charter School September 2012 - May 2013
Impact Northwest Non-profit August 2010 - March 2012
University of Oregon June 2008 - June 2010
UBS September 2004 - June 2006
JBL&K Risk Services September 2002 - August 2004
Skills
Event Planning, Management, Time Management, Community Outreach, Social Media, Program Management, Office Management, Project Management, Office Administration, Executive..., Microsoft Excel, Data Entry, Spanish, Grant Writing, Editing, Program Development, Community Organizing, Teaching English as a..., Case Managment, Microsoft Office
Education
University of Wisconsin-Madison 2010 — 2010
Southeast Asian Studies Summer Institute, Vietnamese Language and Literature
University of Oregon 2006 — 2010
BA, International Studies, Business Administration
School for International Training 2009 — 2009
Study Abroad: January - June, Vietnam: Culture, Social Change, and Development Program
De La Salle North Catholic High School 2002 — 2006
Quizlet April 2015 - Present
Head-Royce School May 2013 - April 2015
American Indian Public Charter School September 2012 - May 2013
Impact Northwest Non-profit August 2010 - March 2012
University of Oregon June 2008 - June 2010
UBS September 2004 - June 2006
JBL&K Risk Services September 2002 - August 2004
Skills
Event Planning, Management, Time Management, Community Outreach, Social Media, Program Management, Office Management, Project Management, Office Administration, Executive..., Microsoft Excel, Data Entry, Spanish, Grant Writing, Editing, Program Development, Community Organizing, Teaching English as a..., Case Managment, Microsoft Office
Education
University of Wisconsin-Madison 2010 — 2010
Southeast Asian Studies Summer Institute, Vietnamese Language and Literature
University of Oregon 2006 — 2010
BA, International Studies, Business Administration
School for International Training 2009 — 2009
Study Abroad: January - June, Vietnam: Culture, Social Change, and Development Program
De La Salle North Catholic High School 2002 — 2006
Chase McDowell Chase McDowell's UBS Experience November 2013 - February 2014
Job Sales Development Respresentative at Nutanix
Industry Financial Services
Experience
Nutanix May 2015 - Present
Alert1 March 2014 - May 2015
UBS November 2013 - February 2014
Santa Clara University July 2011 - June 2013
ACM Construction June 2006 - September 2011
Santa Clara University June 2010 - August 2010
Skills
Sales, Microsoft Excel, NetSuite, Data Analysis, Management, Accounts Payable, Accounts Receivable, PowerPoint, Quick Study, Multi-tasking Skills, Adaptability, Payroll, Collections, V Lookups, Leadership
Education
Santa Clara University 2009 — 2013
Bachelor's degree, Finance, General
Bellarmine College Preparatory 2005 — 2009
3.8 GPA
Nutanix May 2015 - Present
Alert1 March 2014 - May 2015
UBS November 2013 - February 2014
Santa Clara University July 2011 - June 2013
ACM Construction June 2006 - September 2011
Santa Clara University June 2010 - August 2010
Skills
Sales, Microsoft Excel, NetSuite, Data Analysis, Management, Accounts Payable, Accounts Receivable, PowerPoint, Quick Study, Multi-tasking Skills, Adaptability, Payroll, Collections, V Lookups, Leadership
Education
Santa Clara University 2009 — 2013
Bachelor's degree, Finance, General
Bellarmine College Preparatory 2005 — 2009
3.8 GPA
William Clements's UBS Experience September 2014 - May 2015
Job Assoc. Business Development Manager at VMware
Industry Financial Services
Experience
VMware July 2015 - Present
UBS September 2014 - May 2015
Costco Wholesale June 2014 - September 2014
Santa Clara University February 2014 - June 2014
London Capital Credit Union October 2013 - December 2013
Skills
Microsoft Excel, Microsoft Access, Interpersonal..., Team Leadership, HTML, Organization &..., SAP Business ByDesign, Teamwork, Access, Management, Finance, Microsoft Word, Customer Service, Public Speaking, PowerPoint
Education
Santa Clara University 2011 — 2015
Bachelor's degree, Major: Finance, Minor: Economics, Graduate
O'Dea High School 2007 — 2011
High School Diploma
VMware July 2015 - Present
UBS September 2014 - May 2015
Costco Wholesale June 2014 - September 2014
Santa Clara University February 2014 - June 2014
London Capital Credit Union October 2013 - December 2013
Skills
Microsoft Excel, Microsoft Access, Interpersonal..., Team Leadership, HTML, Organization &..., SAP Business ByDesign, Teamwork, Access, Management, Finance, Microsoft Word, Customer Service, Public Speaking, PowerPoint
Education
Santa Clara University 2011 — 2015
Bachelor's degree, Major: Finance, Minor: Economics, Graduate
O'Dea High School 2007 — 2011
High School Diploma
Joseph Kurche Joseph Kurche's UBS Experience June 2012 - August 2012
Job Analyst at The Carlyle Group
Industry Accounting
Experience
The Carlyle Group June 2015 - Present
Citi June 2013 - May 2015
UBS June 2012 - August 2012
AICPA June 2011 - August 2011
Wee Burn Country Club May 2004 - August 2010
Skills
PowerPoint, Research, Derivatives, Microsoft Word, Equities, Social Media, Microsoft Excel, Financial Analysis, Microsoft Office, Portfolio Management, Management, Risk Management, Budgets, Accounting, Finance, Financial Modeling
Education
Seton Hall University 2009 — 2013
Business, Accounting and Finance
The Carlyle Group June 2015 - Present
Citi June 2013 - May 2015
UBS June 2012 - August 2012
AICPA June 2011 - August 2011
Wee Burn Country Club May 2004 - August 2010
Skills
PowerPoint, Research, Derivatives, Microsoft Word, Equities, Social Media, Microsoft Excel, Financial Analysis, Microsoft Office, Portfolio Management, Management, Risk Management, Budgets, Accounting, Finance, Financial Modeling
Education
Seton Hall University 2009 — 2013
Business, Accounting and Finance
Emily Hopkins Emily Hopkins's UBS Experience July 2015 - Present
Job Branch Service Associate at UBS
Industry Financial Services
Experience
UBS July 2015 - Present
Randstad at Google January 2015 - July 2015
University of Washington Center for Student Athlete Services March 2014 - December 2014
Randstad at Google August 2013 - December 2014
Pacific NorthWest Economic Region April 2013 - August 2013
Siam Thai On Eastlake July 2012 - August 2013
Education
University of Washington 2009 — 2013
Bachelor of Arts (B.A.), Geography
Université Paul Valéry (Montpellier III) 2012 — 2012
French
Seattle Central Community College 2013 — 2013
Grant Writing Certificate
UBS July 2015 - Present
Randstad at Google January 2015 - July 2015
University of Washington Center for Student Athlete Services March 2014 - December 2014
Randstad at Google August 2013 - December 2014
Pacific NorthWest Economic Region April 2013 - August 2013
Siam Thai On Eastlake July 2012 - August 2013
Education
University of Washington 2009 — 2013
Bachelor of Arts (B.A.), Geography
Université Paul Valéry (Montpellier III) 2012 — 2012
French
Seattle Central Community College 2013 — 2013
Grant Writing Certificate
Christopher James Sutcliff Christopher James Sutcliff's UBS Experience June 2012 - February 2013
Job Student Network Technician at SDSU
Industry Computer Networking
Experience
Capital Group June 2014 - Present
SDSU TNS March 2013 - May 2014
UBS June 2012 - February 2013
Skills
Cisco Technologies, Cold Calling, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Google Docs, Corporate Communications
Education
San Diego State University-California State University 2011 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, General, 3.1
Santa Ana College 2009 — 2010
Capital Group June 2014 - Present
SDSU TNS March 2013 - May 2014
UBS June 2012 - February 2013
Skills
Cisco Technologies, Cold Calling, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Google Docs, Corporate Communications
Education
San Diego State University-California State University 2011 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, General, 3.1
Santa Ana College 2009 — 2010
Megha Agarwal Singh, MBA Megha Agarwal Singh, MBA's UBS Experience May 2012 - August 2012
Job Management Consultant l Corporate Strategy I Financial Analyst
Industry Management Consulting
Experience
Sempra Energy November 2014 - Present
Lombard Global, Incorporated July 2013 - Present
Sempra Energy 2014 - 2015
American Airlines February 2014 - November 2014
Thunderbird School of Global Management August 2011 - May 2013
UBS May 2012 - August 2012
Independent Consultant June 2009 - August 2011
UC San Diego Extension 2010 - 2011
Deloitte Touché and Tohmatsu August 2008 - April 2009
Ernst and Young December 2007 - June 2008
Skills
Feasibility Studies, Project Planning, Market Analysis, Market Research, Business Strategy, Project Management, Financial Modeling, Valuation, Development Planning, Strategy, Analysis, Research, Leadership, Situational Leadership, Strategic Planning, Mergers & Acquisitions, Finance, Management Consulting, Accounting, Financial Analysis, Business Valuation, Competitive Analysis, Investments, Program Management, Risk Management, Due Diligence, Business Planning, Economics, Entrepreneurship, Emerging Markets, Consulting, Start-ups, Corporate Finance, Project Finance, Training, International Business, Strategic Consulting, Strategic Financial..., Business Development, Portfolio Management, Business Analysis, Business Process..., Venture Capital, Management, Private Equity, Forecasting, Data Analysis, Procurement, Asset Management, Product Development
Education
Thunderbird School of Global Management 2011 — 2013
MBA, Global Finance and Strategy
University of California, San Diego 2010 — 2011
Executive Certificate, Finance
University of California, San Diego 2010 — 2011
Executive Certificate, Finance
School of Planning and Architecture 2002 — 2006
Bachelors, Planning- Real Estate and Finance
Sempra Energy November 2014 - Present
Lombard Global, Incorporated July 2013 - Present
Sempra Energy 2014 - 2015
American Airlines February 2014 - November 2014
Thunderbird School of Global Management August 2011 - May 2013
UBS May 2012 - August 2012
Independent Consultant June 2009 - August 2011
UC San Diego Extension 2010 - 2011
Deloitte Touché and Tohmatsu August 2008 - April 2009
Ernst and Young December 2007 - June 2008
Skills
Feasibility Studies, Project Planning, Market Analysis, Market Research, Business Strategy, Project Management, Financial Modeling, Valuation, Development Planning, Strategy, Analysis, Research, Leadership, Situational Leadership, Strategic Planning, Mergers & Acquisitions, Finance, Management Consulting, Accounting, Financial Analysis, Business Valuation, Competitive Analysis, Investments, Program Management, Risk Management, Due Diligence, Business Planning, Economics, Entrepreneurship, Emerging Markets, Consulting, Start-ups, Corporate Finance, Project Finance, Training, International Business, Strategic Consulting, Strategic Financial..., Business Development, Portfolio Management, Business Analysis, Business Process..., Venture Capital, Management, Private Equity, Forecasting, Data Analysis, Procurement, Asset Management, Product Development
Education
Thunderbird School of Global Management 2011 — 2013
MBA, Global Finance and Strategy
University of California, San Diego 2010 — 2011
Executive Certificate, Finance
University of California, San Diego 2010 — 2011
Executive Certificate, Finance
School of Planning and Architecture 2002 — 2006
Bachelors, Planning- Real Estate and Finance
Kerry Casey Kerry Casey's UBS Experience June 2012 - September 2012
Job Corporate Credit Risk Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
UBS June 2012 - September 2012
San Jose Earthquakes January 2012 - May 2012
Skills
Microsoft Excel, Salesforce.com, Great Plains Software, Microsoft Office, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Financial Statements, Financial Statement..., Fundraising, Bloomberg Terminal, Bloomberg
Education
Santa Clara University - Leavey School of Business 2010 — 2013
Bachelor of Science (B.S.) Finance, Finance, General
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
UBS June 2012 - September 2012
San Jose Earthquakes January 2012 - May 2012
Skills
Microsoft Excel, Salesforce.com, Great Plains Software, Microsoft Office, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Financial Statements, Financial Statement..., Fundraising, Bloomberg Terminal, Bloomberg
Education
Santa Clara University - Leavey School of Business 2010 — 2013
Bachelor of Science (B.S.) Finance, Finance, General
Erik Wells Erik Wells's UBS Experience January 2012 - March 2012
Job Financial Analyst at Paccar, Inc.
Industry Financial Services
Experience
PACCAR October 2014 - Present
PACCAR January 2013 - October 2014
The Chieftain Irish Pub & Eatery January 2012 - March 2013
High J Orchards – Applesauce March 2012 - June 2012
UBS January 2012 - March 2012
Eastlake Bar & Grill September 2010 - February 2012
Albers Investment Club September 2010 - September 2011
Roche Harbor Resort & Marina July 2006 - September 2010
Beechers Handmade Cheese September 2009 - June 2010
Skills
Finance, Management, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Sales, Customer Service, Outlook, Data Analysis, Team Leadership, Access, Corporate Finance, Financial Reporting, Financial Modeling, Investments, Bloomberg Terminal, Economics, Cash Flow, Critical Thinking, Inventory Management, Pivot Tables, Statistics, Strategic Financial..., Time Management, Valuation, Microsoft SQL Server, Business Strategy, Tableau, MS Excel Pivot Tables, Reporting & Analysis, Analysis, Financial Accounting, Financial Risk, Financial Markets, VBA, Public Speaking, Presentations, Presentation Skills, Customer Satisfaction, Customer Experience, Customer Support
Education
Seattle University 2008 — 2012
Bachelor of Arts in Business Administration, Finance; Economics
Friday Harbor High School 2004 — 2008
High School
PACCAR October 2014 - Present
PACCAR January 2013 - October 2014
The Chieftain Irish Pub & Eatery January 2012 - March 2013
High J Orchards – Applesauce March 2012 - June 2012
UBS January 2012 - March 2012
Eastlake Bar & Grill September 2010 - February 2012
Albers Investment Club September 2010 - September 2011
Roche Harbor Resort & Marina July 2006 - September 2010
Beechers Handmade Cheese September 2009 - June 2010
Skills
Finance, Management, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Sales, Customer Service, Outlook, Data Analysis, Team Leadership, Access, Corporate Finance, Financial Reporting, Financial Modeling, Investments, Bloomberg Terminal, Economics, Cash Flow, Critical Thinking, Inventory Management, Pivot Tables, Statistics, Strategic Financial..., Time Management, Valuation, Microsoft SQL Server, Business Strategy, Tableau, MS Excel Pivot Tables, Reporting & Analysis, Analysis, Financial Accounting, Financial Risk, Financial Markets, VBA, Public Speaking, Presentations, Presentation Skills, Customer Satisfaction, Customer Experience, Customer Support
Education
Seattle University 2008 — 2012
Bachelor of Arts in Business Administration, Finance; Economics
Friday Harbor High School 2004 — 2008
High School
Ray Lundberg Ray Lundberg's UBS Experience January 2002 - December 2002
Job Managing Attorney at Mohave Law PLLC
Industry Law Practice
Experience
Mohave Law PLLC January 2014 - Present
The Law Offices of Shawn B. Hamp, P.C. July 2013 - Present
Lundberg and Martinez October 2008 - June 2013
Law Office of Keith Knockel November 2007 - September 2008
First Magnus Financial August 2004 - August 2007
Fidelity Mortgage June 2003 - June 2004
UBS January 2002 - December 2002
Law Office of James Daily August 2001 - November 2001
Graham Lundberg Peschel, P.S., Inc. June 1999 - January 2001
United States Small Business Administration February 1994 - May 1998
Skills
I held my Series 7 and..., Licensed to Practice..., Held Life Agent &..., Arbitration, Courts, Civil Litigation, Personal Injury, Family Law, Corporate Law, Hearings, Finance, Product Liability, Bankruptcy, Torts, Personal Injury..., Criminal Defense, Dispute
Education
Seattle University 1998 — 2001
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Seattle University School of Law 1998 — 2001
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, Not Relevant
University of Georgia 1989 — 1993
Bachelor of Business Administration (B.B.A.) (Finance), Banking, Corporate, Finance, and Securities Law
Mohave Law PLLC January 2014 - Present
The Law Offices of Shawn B. Hamp, P.C. July 2013 - Present
Lundberg and Martinez October 2008 - June 2013
Law Office of Keith Knockel November 2007 - September 2008
First Magnus Financial August 2004 - August 2007
Fidelity Mortgage June 2003 - June 2004
UBS January 2002 - December 2002
Law Office of James Daily August 2001 - November 2001
Graham Lundberg Peschel, P.S., Inc. June 1999 - January 2001
United States Small Business Administration February 1994 - May 1998
Skills
I held my Series 7 and..., Licensed to Practice..., Held Life Agent &..., Arbitration, Courts, Civil Litigation, Personal Injury, Family Law, Corporate Law, Hearings, Finance, Product Liability, Bankruptcy, Torts, Personal Injury..., Criminal Defense, Dispute
Education
Seattle University 1998 — 2001
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Seattle University School of Law 1998 — 2001
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, Not Relevant
University of Georgia 1989 — 1993
Bachelor of Business Administration (B.B.A.) (Finance), Banking, Corporate, Finance, and Securities Law
Daniel Ciraldo Daniel Ciraldo's UBS Experience November 2001 - December 2002
Job
Industry Internet
Experience
Miami Design Preservation League January 2014 - Present
Young Folks Consulting July 2010 - Present
PicWash.com March 2007 - 2012
Facebook 2010 - 2010
CosMedical Technologies December 2006 - July 2009
Deloitte Consulting August 2005 - December 2006
Citi Habitats August 2002 - May 2003
UBS November 2001 - December 2002
Skills
Start-ups, Small Business, Entrepreneurship, Financial Analysis, Asset Management, Internet Services, Website Development, SEO, Web Analytics, Dashboards, SEM, Usability
Education
New York University - Leonard N. Stern School of Business 2001 — 2005
BS
SDA Bocconi 2004 — 2004
Study Abroad
Ransom Everglades 1997 — 2001
High School
The American School in Switzerland 1998 — 1999
High School
Cushman School
Miami Design Preservation League January 2014 - Present
Young Folks Consulting July 2010 - Present
PicWash.com March 2007 - 2012
Facebook 2010 - 2010
CosMedical Technologies December 2006 - July 2009
Deloitte Consulting August 2005 - December 2006
Citi Habitats August 2002 - May 2003
UBS November 2001 - December 2002
Skills
Start-ups, Small Business, Entrepreneurship, Financial Analysis, Asset Management, Internet Services, Website Development, SEO, Web Analytics, Dashboards, SEM, Usability
Education
New York University - Leonard N. Stern School of Business 2001 — 2005
BS
SDA Bocconi 2004 — 2004
Study Abroad
Ransom Everglades 1997 — 2001
High School
The American School in Switzerland 1998 — 1999
High School
Cushman School
Jaewon Jang Jaewon Jang's UBS Experience December 2009 - March 2010
Job Consultant at McKinsey & Company
Industry Oil & Energy
Experience
McKinsey & Company March 2013 - Present
McKinsey & Company August 2010 - March 2013
UBS December 2009 - March 2010
NFRONT Corporation January 2004 - February 2008
Skills
Management Consulting, Due Diligence, Strategy, Energy, Business Strategy, Strategic Consulting, Business Transformation
Education
서울대학교 / Seoul National University 2002 — 2010
BA, Business Administration
McKinsey & Company March 2013 - Present
McKinsey & Company August 2010 - March 2013
UBS December 2009 - March 2010
NFRONT Corporation January 2004 - February 2008
Skills
Management Consulting, Due Diligence, Strategy, Energy, Business Strategy, Strategic Consulting, Business Transformation
Education
서울대학교 / Seoul National University 2002 — 2010
BA, Business Administration
Ashley Jennings Ashley Jennings's UBS Experience October 2011 - February 2012
Job Executive Assistant at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman February 2012 - Present
Victoria's Secret September 2009 - August 2012
UBS October 2011 - February 2012
UBS June 2011 - July 2011
RedLight Children August 2010 - December 2010
The Auschwitz Institute for Peace and Reconciliation January 2010 - May 2010
Skills
Executive..., Administrative..., Office Management, International Relations, Non-profit..., International Human..., Human Rights Research, Management Consulting, Strategy, Data Analysis, Market Research, Written & Oral..., Interpersonal..., Project Management, Diary Management, Travel Arrangements, Spanish, Microsoft Office
Education
Seton Hall University 2009 — 2011
Master of Arts (M.A.), International Relations and Diplomacy
The University of Texas at Austin 2007 — 2009
Bachelor of Arts (B.A.), History and Middle Eastern Studies
Oliver Wyman February 2012 - Present
Victoria's Secret September 2009 - August 2012
UBS October 2011 - February 2012
UBS June 2011 - July 2011
RedLight Children August 2010 - December 2010
The Auschwitz Institute for Peace and Reconciliation January 2010 - May 2010
Skills
Executive..., Administrative..., Office Management, International Relations, Non-profit..., International Human..., Human Rights Research, Management Consulting, Strategy, Data Analysis, Market Research, Written & Oral..., Interpersonal..., Project Management, Diary Management, Travel Arrangements, Spanish, Microsoft Office
Education
Seton Hall University 2009 — 2011
Master of Arts (M.A.), International Relations and Diplomacy
The University of Texas at Austin 2007 — 2009
Bachelor of Arts (B.A.), History and Middle Eastern Studies
Beau Kramer Beau Kramer's UBS Experience January 2014 - March 2015
Job Financial Analyst at ICONIQ Capital | CFA Level II Candidate
Industry Financial Services
Experience
ICONIQ Capital March 2015 - Present
UBS January 2014 - March 2015
Goldman Sachs June 2013 - October 2013
UBS July 2012 - March 2013
Alchemy Ventures March 2011 - August 2011
Wells Fargo Bank July 2010 - September 2010
Select Craftsmenship June 2010 - September 2010
Macy's June 2009 - September 2009
Big Apple Bagels June 2007 - August 2008
Education
Santa Clara University - Leavey School of Business 2009 — 2013
Bachelor of Science, Finance
De La Salle High School 2005 — 2009
ICONIQ Capital March 2015 - Present
UBS January 2014 - March 2015
Goldman Sachs June 2013 - October 2013
UBS July 2012 - March 2013
Alchemy Ventures March 2011 - August 2011
Wells Fargo Bank July 2010 - September 2010
Select Craftsmenship June 2010 - September 2010
Macy's June 2009 - September 2009
Big Apple Bagels June 2007 - August 2008
Education
Santa Clara University - Leavey School of Business 2009 — 2013
Bachelor of Science, Finance
De La Salle High School 2005 — 2009
Katie (Thickett) Himmelman Katie (Thickett) Himmelman's UBS Experience February 2003 - November 2013
Job Sr. HR Business Partner, Technology Capital Markets, Information Security & Risk Management
Industry Financial Services
Experience
BMO Financial Group May 2014 - Present
UBS February 2003 - November 2013
Nortel Networks 2000 - 2002
Architel Systems Corporation 1998 - 2000
Skills
Employee Benefits, Onboarding, Talent Management, Risk Management, Employee Relations, HRIS, Deferred Compensation, Equities, Succession Planning, Human Resources, Compensation & Benefit, Health and Safety, HR Policies, Performance Management, Employee Engagement, Recruiting, Workforce Planning
Education
Seneca College of Applied Arts and Technology 1997 — 1998
Post Grad Diploma and Certificate, Human Resources
University of Toronto 1993 — 1997
Honours Bachelor of Arts, English and Art History
BMO Financial Group May 2014 - Present
UBS February 2003 - November 2013
Nortel Networks 2000 - 2002
Architel Systems Corporation 1998 - 2000
Skills
Employee Benefits, Onboarding, Talent Management, Risk Management, Employee Relations, HRIS, Deferred Compensation, Equities, Succession Planning, Human Resources, Compensation & Benefit, Health and Safety, HR Policies, Performance Management, Employee Engagement, Recruiting, Workforce Planning
Education
Seneca College of Applied Arts and Technology 1997 — 1998
Post Grad Diploma and Certificate, Human Resources
University of Toronto 1993 — 1997
Honours Bachelor of Arts, English and Art History
Christopher Canlas's UBS Experience March 1999 - Present
Job Vice PresidentInvestments, Portfolio Manager; Financial Advisor
Industry Investment Management
Experience
UBS March 1999 - Present
Education
Seattle University 1997 — 2001
B.A., Economics, magna cum laude
UBS March 1999 - Present
Education
Seattle University 1997 — 2001
B.A., Economics, magna cum laude
Miriam Kojnok Miriam Kojnok's UBS Experience March 2015 - Present
Job
Industry Financial Services
Experience
UBS March 2015 - Present
UBS February 2012 - February 2015
Toastmasters International 2009 - 2013
MentorNet 2009 - 2012
Merrill Lynch 2008 - 2009
Morgan Stanley 2006 - 2008
AFFC 2005 - 2006
Education
Santa Clara University 2003 — 2005
Bachelors of Science, Commerce Finance
UBS March 2015 - Present
UBS February 2012 - February 2015
Toastmasters International 2009 - 2013
MentorNet 2009 - 2012
Merrill Lynch 2008 - 2009
Morgan Stanley 2006 - 2008
AFFC 2005 - 2006
Education
Santa Clara University 2003 — 2005
Bachelors of Science, Commerce Finance
Laura Sun Laura Sun's UBS Experience June 2013 - Present
Job BSA at UBS
Industry
Experience
UBS June 2013 - Present
Wells Fargo 2012 - 2013
JP Morgan Chase Bank March 2009 - March 2011
Education
San Jose State University 2008 — 2011
B.Sc. Applied Mathematics with minor in economics, Emphasis in: statistics, mathematical modeling, and economic.
UBS June 2013 - Present
Wells Fargo 2012 - 2013
JP Morgan Chase Bank March 2009 - March 2011
Education
San Jose State University 2008 — 2011
B.Sc. Applied Mathematics with minor in economics, Emphasis in: statistics, mathematical modeling, and economic.
Christoph Brunner Christoph Brunner's UBS Experience 2002 - 2003
Job Vice President, Strategy & Healthcare Services at Noble Logsitics, Inc.
Industry Executive Office
Experience
Noble Logsitics, Inc. February 2008 - Present
Noble Logistics, Inc. February 2008 - July 2012
PharMerica January 2003 - January 2008
UBS 2002 - 2003
Edix Corporation 2000 - 2002
Ernst & Young LLP 1996 - 2000
Education
Schiller International University 1995 — 1996
MBA, International MBA
Weatherhead School of Management at Case Western Reserve University 1989 — 1994
BA, Accounting & Finance
Noble Logsitics, Inc. February 2008 - Present
Noble Logistics, Inc. February 2008 - July 2012
PharMerica January 2003 - January 2008
UBS 2002 - 2003
Edix Corporation 2000 - 2002
Ernst & Young LLP 1996 - 2000
Education
Schiller International University 1995 — 1996
MBA, International MBA
Weatherhead School of Management at Case Western Reserve University 1989 — 1994
BA, Accounting & Finance
Christopher Glennon Christopher Glennon's UBS Experience January 2014 - June 2014
Job Financial Analyst (Revenue Assurance) at Adobe
Industry Financial Services
Experience
Adobe June 2015 - Present
Fireman's Fund Insurance Company June 2014 - September 2014
UBS January 2014 - June 2014
ENS Ltd October 2013 - December 2013
Fireman's Fund Insurance Company June 2013 - August 2013
Santa Clara University May 2012 - May 2013
Sigma Chi Fraternity May 2012 - May 2013
City of Novato May 2011 - August 2012
The Santa Clara March 2012 - May 2012
AVID August 2010 - June 2011
Skills
Sports, Journalism, Writing, Communication, Reliability, Leadership, InDesign, Microsoft Word, Microsoft Excel, Microsoft Office, Microsoft Access, PowerPoint, Freelance Writing, Team Leadership, Spanish, Analysis, Teaching, Public Speaking, Social Media, Facebook
Education
Santa Clara University 2011 — 2015
Bachelor of Science (BS), Commerce, Finance
San Marin High School 2007 — 2011
Adobe June 2015 - Present
Fireman's Fund Insurance Company June 2014 - September 2014
UBS January 2014 - June 2014
ENS Ltd October 2013 - December 2013
Fireman's Fund Insurance Company June 2013 - August 2013
Santa Clara University May 2012 - May 2013
Sigma Chi Fraternity May 2012 - May 2013
City of Novato May 2011 - August 2012
The Santa Clara March 2012 - May 2012
AVID August 2010 - June 2011
Skills
Sports, Journalism, Writing, Communication, Reliability, Leadership, InDesign, Microsoft Word, Microsoft Excel, Microsoft Office, Microsoft Access, PowerPoint, Freelance Writing, Team Leadership, Spanish, Analysis, Teaching, Public Speaking, Social Media, Facebook
Education
Santa Clara University 2011 — 2015
Bachelor of Science (BS), Commerce, Finance
San Marin High School 2007 — 2011
Johnette Mannato Johnette Mannato's UBS Experience March 2001 - January 2003
Job International Affairs
Industry International Affairs
Experience
United Nations February 2013 - Present
O'Sullivan Communications (OSC) February 2010 - January 2013
Magellan Language Services, LLC December 2006 - January 2012
KPMG LLP February 2003 - June 2005
UBS March 2001 - January 2003
Bailey's Corner Pub 2000 - 2002
Skills
Event Planning, Event Management, Organizing, Public Speaking, Microsoft Office, Social Media, Writing, Editing, PowerPoint, Customer Service, Word, Blogging, Social Networking, Outlook, Excel, Copywriting, Trade Shows, Proofreading, Copy Editing, Creative Writing, Event Marketing, Writing Skills, Teaching, Administration, Accounting, Spanish, Mac, Account Management, Administrative Support, Microsoft Word, Administrative..., Facebook, French
Education
William Paterson University of New Jersey 2006 — 2011
BA, French
Seton Hall University 1994 — 2002
BA, English
United Nations February 2013 - Present
O'Sullivan Communications (OSC) February 2010 - January 2013
Magellan Language Services, LLC December 2006 - January 2012
KPMG LLP February 2003 - June 2005
UBS March 2001 - January 2003
Bailey's Corner Pub 2000 - 2002
Skills
Event Planning, Event Management, Organizing, Public Speaking, Microsoft Office, Social Media, Writing, Editing, PowerPoint, Customer Service, Word, Blogging, Social Networking, Outlook, Excel, Copywriting, Trade Shows, Proofreading, Copy Editing, Creative Writing, Event Marketing, Writing Skills, Teaching, Administration, Accounting, Spanish, Mac, Account Management, Administrative Support, Microsoft Word, Administrative..., Facebook, French
Education
William Paterson University of New Jersey 2006 — 2011
BA, French
Seton Hall University 1994 — 2002
BA, English
Jennifer Whyte's UBS Experience December 2014 - December 2014
Job UX Designer at IBM
Industry Design
Experience
IBM June 2015 - Present
Hewlett-Packard March 2015 - May 2015
UBS December 2014 - December 2014
The Coca-Cola Company September 2014 - November 2014
DDB July 2013 - August 2013
Young & Rubicam June 2012 - July 2012
Skills
Art, Illustration, Art Direction, Graphic Design, Advertising, Social Media, Illustrator, InDesign, Digital Media, Adobe Creative Suite, Logo Design, Dreamweaver, Mac, Typography, Photoshop, Interaction Design, User Experience
Education
Savannah College of Art and Design 2011 — 2015
Bachelor of Fine Arts (B.F.A.), Graphic Design
IBM June 2015 - Present
Hewlett-Packard March 2015 - May 2015
UBS December 2014 - December 2014
The Coca-Cola Company September 2014 - November 2014
DDB July 2013 - August 2013
Young & Rubicam June 2012 - July 2012
Skills
Art, Illustration, Art Direction, Graphic Design, Advertising, Social Media, Illustrator, InDesign, Digital Media, Adobe Creative Suite, Logo Design, Dreamweaver, Mac, Typography, Photoshop, Interaction Design, User Experience
Education
Savannah College of Art and Design 2011 — 2015
Bachelor of Fine Arts (B.F.A.), Graphic Design
Esther Young Esther Young's UBS Experience 1997 - 2000
Job CoFounder & COO, Blu Whale
Industry Retail
Experience
Blu Whale 2012 - Present
Think Brand 2007 - 2012
RedQube Design 2000 - 2007
UBS 1997 - 2000
Ernst & Young 1995 - 1997
Skills
Management, Retail, Customer Service, Team Building, Business Strategy, Leadership, Budgets, Marketing Strategy, Team Leadership, Sales, Marketing, Project Management, Negotiation, Social Media, Merchandising, Strategic Planning, Change Management, Inventory Management, Operations Management, New Business Development, Sales Management
Education
School of Visual Arts
Master of Fine Arts (MFA), Computer Graphics
Hong Ik University, Seoul, Korea
Master of Fine Arts (MFA), Graphic Design
Blu Whale 2012 - Present
Think Brand 2007 - 2012
RedQube Design 2000 - 2007
UBS 1997 - 2000
Ernst & Young 1995 - 1997
Skills
Management, Retail, Customer Service, Team Building, Business Strategy, Leadership, Budgets, Marketing Strategy, Team Leadership, Sales, Marketing, Project Management, Negotiation, Social Media, Merchandising, Strategic Planning, Change Management, Inventory Management, Operations Management, New Business Development, Sales Management
Education
School of Visual Arts
Master of Fine Arts (MFA), Computer Graphics
Hong Ik University, Seoul, Korea
Master of Fine Arts (MFA), Graphic Design
David Woolsey David Woolsey's UBS Experience December 2010 - April 2011
Job Data Driven Financial Analyst
Industry Financial Services
Experience
Mercer Investments July 2012 - February 2015
Needham & Company January 2012 - February 2012
The Harker School 2009 - 2012
UBS December 2010 - April 2011
The Harker School August 2009 - June 2010
Skills
Microsoft Excel, Financial Analysis, Investments, Leadership, Financial Modeling, Microsoft Office, Finance, Business Analysis, C++, Management, Performance Attribution, Business Development, Lipper, Quarterly Reporting, Strategic Planning, Outlook, CRM, Public Speaking, Microsoft Word, Business Strategy, Investment Management, Data Analysis, PowerPoint, Analysis, Factset, Research, SQLite, R
Education
Santa Clara University 2010 — 2012
Bachelors, Finance
West Valley College 2009 — 2010
Harker High School 2002 — 2006
Mercer Investments July 2012 - February 2015
Needham & Company January 2012 - February 2012
The Harker School 2009 - 2012
UBS December 2010 - April 2011
The Harker School August 2009 - June 2010
Skills
Microsoft Excel, Financial Analysis, Investments, Leadership, Financial Modeling, Microsoft Office, Finance, Business Analysis, C++, Management, Performance Attribution, Business Development, Lipper, Quarterly Reporting, Strategic Planning, Outlook, CRM, Public Speaking, Microsoft Word, Business Strategy, Investment Management, Data Analysis, PowerPoint, Analysis, Factset, Research, SQLite, R
Education
Santa Clara University 2010 — 2012
Bachelors, Finance
West Valley College 2009 — 2010
Harker High School 2002 — 2006
Abraham Madathil Abraham Madathil's UBS Experience June 2008 - June 2009
Job Vice President at Citi
Industry Computer Software
Experience
Citi November 2014 - Present
Citigroup July 2009 - October 2014
UBS June 2008 - June 2009
jaxtr February 2008 - May 2008
Lehman Brothers January 2007 - February 2008
In2M Corporation February 2006 - January 2007
IndiaIdeas.com Limited January 2005 - February 2006
Skills
Flex, UI development, Java Enterprise Edition, AJAX, Struts, JSP, Java, Spring, OOP, Servlets, Core Java, SQL, XML, Eclipse, Hibernate, JDBC, Oracle, JavaScript, Agile Methodologies, Tomcat, jQuery, Photoshop, Digital Photography, Weblogic, oracle, Unix, Sybase, SDLC, Unix Shell Scripting, JMS, Spring Framework
Education
Saurashtra University 2001 — 2005
B.E, Computers
Citi November 2014 - Present
Citigroup July 2009 - October 2014
UBS June 2008 - June 2009
jaxtr February 2008 - May 2008
Lehman Brothers January 2007 - February 2008
In2M Corporation February 2006 - January 2007
IndiaIdeas.com Limited January 2005 - February 2006
Skills
Flex, UI development, Java Enterprise Edition, AJAX, Struts, JSP, Java, Spring, OOP, Servlets, Core Java, SQL, XML, Eclipse, Hibernate, JDBC, Oracle, JavaScript, Agile Methodologies, Tomcat, jQuery, Photoshop, Digital Photography, Weblogic, oracle, Unix, Sybase, SDLC, Unix Shell Scripting, JMS, Spring Framework
Education
Saurashtra University 2001 — 2005
B.E, Computers
Barbara Kymer Barbara Kymer's UBS Experience December 1999 - December 2001
Job Director, Product Marketing at MetLife
Industry Insurance
Experience
MetLife May 2014 - Present
MetLife September 2012 - May 2014
MetLife June 2004 - September 2012
MetLIfe December 2001 - June 2004
UBS December 1999 - December 2001
HIP Health Plans September 1998 - December 1999
CIGNA Healthcare July 1997 - September 1998
ChubbHealth September 1995 - July 1997
Chubb Insurance November 1993 - November 1995
Skills
Project Management, Segmentation, Financial Services, Employee Benefits, Insurance, Marketing Strategy, Marketing Management, Competitive Intelligence, Integrated Marketing, Market Planning, Marketing Communications, Strategic Planning, Competitive Analysis, Product Marketing, Direct Marketing
Education
Seton Hall University 1995 — 1997
MBA, Marketing
The College of New Jersey 1989 — 1993
BS, Business Administration
MetLife May 2014 - Present
MetLife September 2012 - May 2014
MetLife June 2004 - September 2012
MetLIfe December 2001 - June 2004
UBS December 1999 - December 2001
HIP Health Plans September 1998 - December 1999
CIGNA Healthcare July 1997 - September 1998
ChubbHealth September 1995 - July 1997
Chubb Insurance November 1993 - November 1995
Skills
Project Management, Segmentation, Financial Services, Employee Benefits, Insurance, Marketing Strategy, Marketing Management, Competitive Intelligence, Integrated Marketing, Market Planning, Marketing Communications, Strategic Planning, Competitive Analysis, Product Marketing, Direct Marketing
Education
Seton Hall University 1995 — 1997
MBA, Marketing
The College of New Jersey 1989 — 1993
BS, Business Administration
David Adamovic David Adamovic's UBS Experience June 2007 - May 2012
Job IT User Technical Support Lead Associate
Industry Information Technology and Services
Experience
UBS Investment Bank June 2007 - Present
UBS Global Asset Management 2006 - Present
UBS Global AM 2006 - Present
UBS Global Asset Management 2007 - 2013
UBS June 2007 - May 2012
UBS Global Asset Management 2006 - 2010
Global Asset Management 2001 - 2010
UBS Global Asset Management 2006 - 2009
UBS Global Asset Management 2006 - 2009
UBS Global Asset Management 2006 - 2009
Skills
Equities, Asset Managment, Portfolio Management, Derivatives, Investments, Investment Banking, Trading, Wealth Management, Capital Markets, Valuation, Mutual Funds, Fixed Income, Bloomberg, Hedge Funds, Banking, Change Management, FX Options, BMC Remedy, Risk Management, Business Analysis, Bloomberg Software, ITIL, Disaster Recovery, Relationship Management, Asset Management, Requirements Gathering, Trading Systems, Incident Management
Education
Seton Hall University
Seton Hall University
UBS Investment Bank June 2007 - Present
UBS Global Asset Management 2006 - Present
UBS Global AM 2006 - Present
UBS Global Asset Management 2007 - 2013
UBS June 2007 - May 2012
UBS Global Asset Management 2006 - 2010
Global Asset Management 2001 - 2010
UBS Global Asset Management 2006 - 2009
UBS Global Asset Management 2006 - 2009
UBS Global Asset Management 2006 - 2009
Skills
Equities, Asset Managment, Portfolio Management, Derivatives, Investments, Investment Banking, Trading, Wealth Management, Capital Markets, Valuation, Mutual Funds, Fixed Income, Bloomberg, Hedge Funds, Banking, Change Management, FX Options, BMC Remedy, Risk Management, Business Analysis, Bloomberg Software, ITIL, Disaster Recovery, Relationship Management, Asset Management, Requirements Gathering, Trading Systems, Incident Management
Education
Seton Hall University
Seton Hall University
Michael Raissis, CEP Michael Raissis, CEP's UBS Experience July 2012 - Present
Job Account Vice President, Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS July 2012 - Present
E*TRADE Financial Corporation July 2011 - July 2012
UBS June 2007 - July 2011
Merrill Lynch October 2006 - June 2007
Merrill Lynch September 2005 - October 2006
Merrill Lynch November 2004 - September 2005
Merrill Lynch January 2004 - November 2004
CIT June 2003 - December 2003
Education
Santa Clara University - Leavey School of Business 2008 — 2011
CEP
University of Hartford
Social Sciences
UBS July 2012 - Present
E*TRADE Financial Corporation July 2011 - July 2012
UBS June 2007 - July 2011
Merrill Lynch October 2006 - June 2007
Merrill Lynch September 2005 - October 2006
Merrill Lynch November 2004 - September 2005
Merrill Lynch January 2004 - November 2004
CIT June 2003 - December 2003
Education
Santa Clara University - Leavey School of Business 2008 — 2011
CEP
University of Hartford
Social Sciences
Kyeonghwa (K-hwa) Park's UBS Experience 1998 - 2006
Job Art Group Supervisor H4B Chelsea
Industry Public Relations and Communications
Experience
H4B Chelsea May 2006 - Present
Ziff-Davis Publishing June 2004 - May 2006
UBS 1998 - 2006
Skills
Logo Design, Art Direction, Advertising, Typography, Layout, Brochures, Newsletters, Graphics, Marketing Communications, Corporate Identity, Art, Magazines, Catalogs, Editorial, Creative Direction, Concept Development, Graphic Design, Direct Mail, Adobe Creative Suite, InDesign, Illustrator, Mac, Web Design, QuarkXPress, Integrated Marketing, Illustration, Digital Strategy, Branding, Brand Development, Corporate Branding, Photoshop, Posters, Visual Communication, Packaging, Storyboarding, User Experience, Banners, Adobe Acrobat, Creative Strategy, Digital Marketing
Education
School of Visual Arts 1990 — 1994
BFA, Graphic Design
H4B Chelsea May 2006 - Present
Ziff-Davis Publishing June 2004 - May 2006
UBS 1998 - 2006
Skills
Logo Design, Art Direction, Advertising, Typography, Layout, Brochures, Newsletters, Graphics, Marketing Communications, Corporate Identity, Art, Magazines, Catalogs, Editorial, Creative Direction, Concept Development, Graphic Design, Direct Mail, Adobe Creative Suite, InDesign, Illustrator, Mac, Web Design, QuarkXPress, Integrated Marketing, Illustration, Digital Strategy, Branding, Brand Development, Corporate Branding, Photoshop, Posters, Visual Communication, Packaging, Storyboarding, User Experience, Banners, Adobe Acrobat, Creative Strategy, Digital Marketing
Education
School of Visual Arts 1990 — 1994
BFA, Graphic Design
Max Malanga's UBS Experience February 2011 - July 2011
Job Sr. Advertising Strategist at Resolution Media
Industry Marketing and Advertising
Experience
Resolution Media December 2014 - Present
Resolution Media July 2013 - December 2014
Mindshare March 2012 - July 2013
UBS February 2011 - July 2011
MedLink Corporation 2011 - 2011
Infinity Real Estate Group May 2009 - August 2009
SD Entertainment June 2006 - August 2007
Skills
Google Adwords...
Education
San Diego State University-California State University 2010 — 2011
Master of Science in Business Administration, Marketing
San Diego State University-California State University 2006 — 2010
Bachelor of Science - Business Administration, Marketing
Calabasas High School
Resolution Media December 2014 - Present
Resolution Media July 2013 - December 2014
Mindshare March 2012 - July 2013
UBS February 2011 - July 2011
MedLink Corporation 2011 - 2011
Infinity Real Estate Group May 2009 - August 2009
SD Entertainment June 2006 - August 2007
Skills
Google Adwords...
Education
San Diego State University-California State University 2010 — 2011
Master of Science in Business Administration, Marketing
San Diego State University-California State University 2006 — 2010
Bachelor of Science - Business Administration, Marketing
Calabasas High School
Christopher Dutra's UBS Experience August 2011 - February 2013
Job Senior Product Engineer at Apprenda Inc.
Industry Information Technology and Services
Experience
Apprenda Inc. May 2014 - Present
MicroStrategy February 2013 - May 2014
UBS August 2011 - February 2013
UBS Wealth Management March 2011 - August 2011
UBS Wealth Management July 2008 - March 2011
Seton Hall University October 2005 - June 2008
Skills
Cloud Computing, Enterprise Software, Software Development, Business Intelligence, Mobile Technology, Integration, Mobile Devices, Agile Methodologies, Enterprise Architecture, Databases, Enterprise Integration, Apprenda, Amazon AWS, PaaS, Architecture, NetApp, VMware Infrastructure, MongoDB, Cisco UCS, Windows Azure, Data Warehousing, Linux, Unix, SaaS, SDLC, Business Development, Management, User Interface Design, Solution Architecture, SOA, SQL, Research, Oracle, Software Project..., Scrum, Mobile Security, IT Strategy, Java Enterprise Edition, iOS, Android, Web Development, Web Services, Agile Project Management, XML, Mobile Applications, iOS development, Java
Education
Seton Hall University 2004 — 2008
Bachelors, Computer Science
Rockland High School 2000 — 2004
Diploma
Apprenda Inc. May 2014 - Present
MicroStrategy February 2013 - May 2014
UBS August 2011 - February 2013
UBS Wealth Management March 2011 - August 2011
UBS Wealth Management July 2008 - March 2011
Seton Hall University October 2005 - June 2008
Skills
Cloud Computing, Enterprise Software, Software Development, Business Intelligence, Mobile Technology, Integration, Mobile Devices, Agile Methodologies, Enterprise Architecture, Databases, Enterprise Integration, Apprenda, Amazon AWS, PaaS, Architecture, NetApp, VMware Infrastructure, MongoDB, Cisco UCS, Windows Azure, Data Warehousing, Linux, Unix, SaaS, SDLC, Business Development, Management, User Interface Design, Solution Architecture, SOA, SQL, Research, Oracle, Software Project..., Scrum, Mobile Security, IT Strategy, Java Enterprise Edition, iOS, Android, Web Development, Web Services, Agile Project Management, XML, Mobile Applications, iOS development, Java
Education
Seton Hall University 2004 — 2008
Bachelors, Computer Science
Rockland High School 2000 — 2004
Diploma
Kathryn Such's UBS Experience May 2003 - July 2009
Job Executive Assistant at Amazon
Industry Financial Services
Experience
Amazon October 2012 - Present
Oppenheimer & Co. December 2009 - October 2012
UBS May 2003 - July 2009
Skills
Series 7, series 66, Alternative Investments, Asset Allocation, Investment Strategies, Uniform Combined State..., Wealth Management
Education
San Diego State University-California State University 2007 — 2009
Bachelor of Business Administration, Financial Planning and Services, 3.4
Amazon October 2012 - Present
Oppenheimer & Co. December 2009 - October 2012
UBS May 2003 - July 2009
Skills
Series 7, series 66, Alternative Investments, Asset Allocation, Investment Strategies, Uniform Combined State..., Wealth Management
Education
San Diego State University-California State University 2007 — 2009
Bachelor of Business Administration, Financial Planning and Services, 3.4
Casey Mason Casey Mason's UBS Experience July 2006 - September 2012
Job Regulatory Principal Consultant at 1st Global
Industry Financial Services
Experience
1st Global December 2014 - Present
Capital Institutional Services, Inc. December 2012 - August 2014
UBS July 2006 - September 2012
Wachovia Securities February 2006 - July 2006
Ameriprise Financial Services, Inc. June 2004 - February 2006
Morgan Stanley August 2002 - June 2004
RBC Dain Rauscher April 2001 - August 2002
Morgan Stanley November 1997 - April 2001
Skills
Financial Services, Management, Series 63, Series 7, Microsoft Office, Risk Management, Leadership, Operations Management, Financial Advisory, Operational Efficiency, Operational Risk..., Series 65, CRM, Series 24, FINRA, Compliance, Change Management, Six Sigma, Series 9/10, Series 3, Microsoft CRM, ACT!, Mac OS, SOX Compliancy, Sarbanes-Oxley Act, Lean Management, SQL, SAP ERP, Bank Secrecy Act, USA PATRIOT Act, Microsoft Dynamics GP, SharePoint, Securities, Portfolio Management, Investments, Fixed Income, Financial Analysis, Finance, Equities
Education
The University of Texas at Dallas - Naveen Jindal School of Management
Business Administration and Management, General
San Jacinto College
Associate of Arts (AA), Business Administration
Deer Park High School 1990 — 1994
1st Global December 2014 - Present
Capital Institutional Services, Inc. December 2012 - August 2014
UBS July 2006 - September 2012
Wachovia Securities February 2006 - July 2006
Ameriprise Financial Services, Inc. June 2004 - February 2006
Morgan Stanley August 2002 - June 2004
RBC Dain Rauscher April 2001 - August 2002
Morgan Stanley November 1997 - April 2001
Skills
Financial Services, Management, Series 63, Series 7, Microsoft Office, Risk Management, Leadership, Operations Management, Financial Advisory, Operational Efficiency, Operational Risk..., Series 65, CRM, Series 24, FINRA, Compliance, Change Management, Six Sigma, Series 9/10, Series 3, Microsoft CRM, ACT!, Mac OS, SOX Compliancy, Sarbanes-Oxley Act, Lean Management, SQL, SAP ERP, Bank Secrecy Act, USA PATRIOT Act, Microsoft Dynamics GP, SharePoint, Securities, Portfolio Management, Investments, Fixed Income, Financial Analysis, Finance, Equities
Education
The University of Texas at Dallas - Naveen Jindal School of Management
Business Administration and Management, General
San Jacinto College
Associate of Arts (AA), Business Administration
Deer Park High School 1990 — 1994
Dee Parcel Dee Parcel's UBS Experience February 2011 - August 2012
Job Retired Financial Advisor
Industry Financial Services
Experience
Currently Retired February 2011 - August 2012
UBS February 2011 - August 2012
Key Investment Services January 2007 - 2009
Skills
Series 7, Retirement Planning, Real Estate, Wealth Management, Finance, Strategic Planning
Education
San Jose State University
BA, Sociology/Psychology/Eastern Philosopy
Currently Retired February 2011 - August 2012
UBS February 2011 - August 2012
Key Investment Services January 2007 - 2009
Skills
Series 7, Retirement Planning, Real Estate, Wealth Management, Finance, Strategic Planning
Education
San Jose State University
BA, Sociology/Psychology/Eastern Philosopy
Daniel Oden Daniel Oden's UBS Experience 1999 - 1999
Job Practice Director at Executive Council
Industry Information Technology and Services
Experience
CISO Executive Exchange April 2012 - Present
T-Mobile November 2011 - July 2013
Orchestrall Inc October 2008 - May 2012
Microsoft November 2010 - September 2011
T Mobile USA, Inc February 2008 - March 2010
Vigilos July 2007 - February 2008
Microsoft November 2006 - June 2007
GXS 2005 - 2007
Perot Systems 1997 - 2002
UBS 1999 - 1999
Skills
ITIL, ITIL Certified, German, IT Service Management, Cloud Computing, Integration, Management, Outsourcing, Telecommunications, Problem Management, SharePoint, IT Strategy, Service Delivery, Incident Management, Disaster Recovery, Data Center, IT Management, Change Management, Vendor Management, Service Management, Enterprise Architecture, IT Outsourcing, Program Management, Process Improvement, Business Intelligence, Software Documentation, SDLC, Enterprise Software, Leadership, Business Analysis, Requirements Analysis, Networking, SaaS, Project Portfolio..., Solution Architecture, Business Process, CRM, Project Management, Consulting, Strategy, IT Operations
Education
University of Maryland University College 1988 — 2005
Bachelor of Science (BS), Management Studies
Schiller International University 1987 — 1988
AIS
CISO Executive Exchange April 2012 - Present
T-Mobile November 2011 - July 2013
Orchestrall Inc October 2008 - May 2012
Microsoft November 2010 - September 2011
T Mobile USA, Inc February 2008 - March 2010
Vigilos July 2007 - February 2008
Microsoft November 2006 - June 2007
GXS 2005 - 2007
Perot Systems 1997 - 2002
UBS 1999 - 1999
Skills
ITIL, ITIL Certified, German, IT Service Management, Cloud Computing, Integration, Management, Outsourcing, Telecommunications, Problem Management, SharePoint, IT Strategy, Service Delivery, Incident Management, Disaster Recovery, Data Center, IT Management, Change Management, Vendor Management, Service Management, Enterprise Architecture, IT Outsourcing, Program Management, Process Improvement, Business Intelligence, Software Documentation, SDLC, Enterprise Software, Leadership, Business Analysis, Requirements Analysis, Networking, SaaS, Project Portfolio..., Solution Architecture, Business Process, CRM, Project Management, Consulting, Strategy, IT Operations
Education
University of Maryland University College 1988 — 2005
Bachelor of Science (BS), Management Studies
Schiller International University 1987 — 1988
AIS
Craig Kearsing Craig Kearsing's UBS Experience October 2012 - July 2013
Job Digital Learning Manager at PwC
Industry Professional Training & Coaching
Experience
PwC July 2013 - Present
UBS October 2012 - July 2013
UBS May 2011 - October 2012
PricewaterhouseCoopers June 2008 - July 2011
PricewaterhouseCoopers April 2006 - June 2008
Liz Claiborne July 2005 - April 2006
Avis Budget Group March 2004 - July 2005
Skills
Learning & Development..., Program Management, eLearning, Training Simulations, Event Planning, Stakeholder..., Team Leadership, Cost Containment, Program Budgeting, Logistics, Sourcing, Technical Solutions, Enrollment Management, Resource Management, Negotiations, Negotiation, Vendor Management, Stakeholder Management, E-Learning, Strategic Planning, Project Management, Training, Leadership, Management, Business Process, Analysis, Access, Budgets, Customer Service, Mentoring, Consulting, Microsoft Excel, Microsoft Office
Education
Seton Hall University 2001 — 2005
Bachelor’s Degree, Business Administration - Management Information Systems
Virginia Polytechnic Institute and State University 2014 — 2017
Master’s Degree, Instructional Technology
Watchung Hills Regional High School 1997 — 2001
PwC July 2013 - Present
UBS October 2012 - July 2013
UBS May 2011 - October 2012
PricewaterhouseCoopers June 2008 - July 2011
PricewaterhouseCoopers April 2006 - June 2008
Liz Claiborne July 2005 - April 2006
Avis Budget Group March 2004 - July 2005
Skills
Learning & Development..., Program Management, eLearning, Training Simulations, Event Planning, Stakeholder..., Team Leadership, Cost Containment, Program Budgeting, Logistics, Sourcing, Technical Solutions, Enrollment Management, Resource Management, Negotiations, Negotiation, Vendor Management, Stakeholder Management, E-Learning, Strategic Planning, Project Management, Training, Leadership, Management, Business Process, Analysis, Access, Budgets, Customer Service, Mentoring, Consulting, Microsoft Excel, Microsoft Office
Education
Seton Hall University 2001 — 2005
Bachelor’s Degree, Business Administration - Management Information Systems
Virginia Polytechnic Institute and State University 2014 — 2017
Master’s Degree, Instructional Technology
Watchung Hills Regional High School 1997 — 2001
Frank Euvino's UBS Experience March 2001 - March 2013
Job Managing Partner, Euvino / Barbara Private Wealth Mgmt.
Industry Financial Services
Experience
Euvino Barbara Private Wealth Mgmt. March 2013 - Present
UBS March 2001 - March 2013
Education
Seton Hall University 1987 — 1991
Euvino Barbara Private Wealth Mgmt. March 2013 - Present
UBS March 2001 - March 2013
Education
Seton Hall University 1987 — 1991
Daniel Zacharias's UBS Experience March 2009 - Present
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS March 2009 - Present
Education
Santa Clara University - Leavey School of Business 1989 — 1993
Bachelor's Degree, Finance
UBS March 2009 - Present
Education
Santa Clara University - Leavey School of Business 1989 — 1993
Bachelor's Degree, Finance
Elizabeth Stromquist Elizabeth Stromquist's UBS Experience July 2014 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS July 2014 - Present
Delta Gamma March 2013 - March 2014
Bloomberg LP June 2013 - August 2013
Nordstrom June 2011 - October 2012
Education
Santa Clara University 2010 — 2014
Bachelor of Science (B.S.), Economics, Senior
Skyline High School 2006 — 2010
High School Diploma, 3.8
UBS July 2014 - Present
Delta Gamma March 2013 - March 2014
Bloomberg LP June 2013 - August 2013
Nordstrom June 2011 - October 2012
Education
Santa Clara University 2010 — 2014
Bachelor of Science (B.S.), Economics, Senior
Skyline High School 2006 — 2010
High School Diploma, 3.8
G Todd Williams G Todd Williams's UBS Experience November 2008 - January 2015
Job WA State Issues Activist
Industry Public Policy
Experience
Volunteer January 2013 - Present
UBS November 2008 - January 2015
Tour de Whatcom March 2005 - February 2013
Merrill Lynch July 1986 - November 2008
Whatcom Outdoor Expo April 2005 - April 2006
Skills
Investments, Social Media, Event Planning, Marketing, Event Management, Current Affairs, Problem Solving, Legislative Issues, Public Policy, Exceptional Listener, Client Relations Skills, Marketing Strategy, Finance, Political Activism, Activism, Koi Fish Whisperer
Education
Seattle University 1982 — 1986
Bachelor of Arts (B.A.), Business, Marketing
Seattle University 1982 — 1986
Minor Equivalent, Philosophy
Volunteer January 2013 - Present
UBS November 2008 - January 2015
Tour de Whatcom March 2005 - February 2013
Merrill Lynch July 1986 - November 2008
Whatcom Outdoor Expo April 2005 - April 2006
Skills
Investments, Social Media, Event Planning, Marketing, Event Management, Current Affairs, Problem Solving, Legislative Issues, Public Policy, Exceptional Listener, Client Relations Skills, Marketing Strategy, Finance, Political Activism, Activism, Koi Fish Whisperer
Education
Seattle University 1982 — 1986
Bachelor of Arts (B.A.), Business, Marketing
Seattle University 1982 — 1986
Minor Equivalent, Philosophy
Bill Radtke, CEP Bill Radtke, CEP's UBS Experience May 2002 - Present
Job
Industry Financial Services
Experience
UBS Financial Services May 2002 - Present
UBS May 2002 - Present
Stock & Option Solutions February 2001 - May 2002
Solomon Smith Barney 1998 - 2000
Skills
Management, Leadership, Mergers & Acquisitions, Financial Services, Wealth Management, Financial Analysis, Vendor Management, Securities, Process Improvement
Education
Santa Clara University 1993 — 1997
BS, Political Science
Jesuit High School 1989 — 1993
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
UBS Financial Services May 2002 - Present
UBS May 2002 - Present
Stock & Option Solutions February 2001 - May 2002
Solomon Smith Barney 1998 - 2000
Skills
Management, Leadership, Mergers & Acquisitions, Financial Services, Wealth Management, Financial Analysis, Vendor Management, Securities, Process Improvement
Education
Santa Clara University 1993 — 1997
BS, Political Science
Jesuit High School 1989 — 1993
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Dennis Chris Zocco Dennis Chris Zocco's UBS Experience November 1994 - Present
Job Sr. Vice President Wealth Management at UBS Financial Services, CERTIFIED FINANCIAL PLANNER™ (CFP®)
Industry Financial Services
Experience
UBS November 1994 - Present
Education
The College for Financial Planning 2006 — 2007
Master of Science, Personal Financial Planning
Seattle University 1991 — 1992
Bachelor of Arts, Business Administration / Finance
UBS November 1994 - Present
Education
The College for Financial Planning 2006 — 2007
Master of Science, Personal Financial Planning
Seattle University 1991 — 1992
Bachelor of Arts, Business Administration / Finance
Daniel Klunk Daniel Klunk's UBS Experience February 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
UBS February 2009 - Present
California Cove Communities January 2008 - February 2009
The Crosby Club at Rancho Santa Fe 2005 - 2008
Maderas Golf Club 2001 - 2005
Hilton La Jolla Torrey Pines 1995 - 2000
Education
San Diego State University-California State University 1992 — 1995
Bachelor of Arts, Recreation, Travel and Tourism
UBS February 2009 - Present
California Cove Communities January 2008 - February 2009
The Crosby Club at Rancho Santa Fe 2005 - 2008
Maderas Golf Club 2001 - 2005
Hilton La Jolla Torrey Pines 1995 - 2000
Education
San Diego State University-California State University 1992 — 1995
Bachelor of Arts, Recreation, Travel and Tourism
James L. Brockman James L. Brockman's UBS Experience October 2006 - April 2009
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2009 - Present
UBS October 2006 - April 2009
Piper Jaffray July 2005 - October 2006
Morgan Stanley Smith Barney July 1986 - July 2005
Education
San Jose State University 1963 — 1968
BA, Music, History
Buchser High School - Santa Clara, CA 1959 — 1963
Diploma, College Prepatory
Ameriprise Financial May 2009 - Present
UBS October 2006 - April 2009
Piper Jaffray July 2005 - October 2006
Morgan Stanley Smith Barney July 1986 - July 2005
Education
San Jose State University 1963 — 1968
BA, Music, History
Buchser High School - Santa Clara, CA 1959 — 1963
Diploma, College Prepatory
Addison Beck Addison Beck's UBS Experience June 2011 - December 2012
Job Recent Graduate (Santa Clara University, English Major)
Industry Writing and Editing
Experience
St. Anton Partners July 2013 - September 2014
15 Billion February 2014 - March 2014
Ultra DJ Management October 2013 - December 2013
UBS June 2011 - December 2012
Skills
Critical Thinking, Proofreading, Microsoft Word, PowerPoint, Microsoft Office, English, Editing, Teamwork, Research, Facebook, Microsoft Excel, Creative Writing, Outlook, Tumblr, Twitter, Books, Presentations, YouTube, Mac OS, Windows, WordPress, Cross-cultural..., Cultural Adaptation
Education
Santa Clara University 2011 — 2015
Bachelor of Arts (B.A.), English, Magna Cum Laude
Da Vinci Charter Academy High School 2010 — 2011
High School Diploma
Davis Senior High School 2008 — 2010
St. Anton Partners July 2013 - September 2014
15 Billion February 2014 - March 2014
Ultra DJ Management October 2013 - December 2013
UBS June 2011 - December 2012
Skills
Critical Thinking, Proofreading, Microsoft Word, PowerPoint, Microsoft Office, English, Editing, Teamwork, Research, Facebook, Microsoft Excel, Creative Writing, Outlook, Tumblr, Twitter, Books, Presentations, YouTube, Mac OS, Windows, WordPress, Cross-cultural..., Cultural Adaptation
Education
Santa Clara University 2011 — 2015
Bachelor of Arts (B.A.), English, Magna Cum Laude
Da Vinci Charter Academy High School 2010 — 2011
High School Diploma
Davis Senior High School 2008 — 2010
Christian Montealvo's UBS Experience April 2004 - September 2014
Job +
Industry Investment Management
Experience
Northwestern Mutual April 2015 - Present
UBS April 2004 - September 2014
BNY Mellon August 2000 - December 2002
Skills
Business Development, Financial Planning, Leadership, Financial Analysis, Customer Relations, Abundance Mentality, Public Speaking, Investment Advisory, Common Sense, Financial Services, Teamwork, Sales Process, Emotional Intelligence, Interpersonal..., Benefits Negotiation, Stock Picking, Life Insurance, Sales Presentations, Needs Analysis, Retirement Planning, Creative Solutions, Creative Writing, Rollovers, Listening, Motivational Speaking, Life Coaching, Mediation 101, WordPress Developer..., Investments, Customer Service, Microsoft Excel, Finance
Education
University of California, Los Angeles 1997 — 2000
Bachelor's Degree, Political Science and Government
Santa Monica College 1994 — 1998
Associate's Degree
Northwestern Mutual April 2015 - Present
UBS April 2004 - September 2014
BNY Mellon August 2000 - December 2002
Skills
Business Development, Financial Planning, Leadership, Financial Analysis, Customer Relations, Abundance Mentality, Public Speaking, Investment Advisory, Common Sense, Financial Services, Teamwork, Sales Process, Emotional Intelligence, Interpersonal..., Benefits Negotiation, Stock Picking, Life Insurance, Sales Presentations, Needs Analysis, Retirement Planning, Creative Solutions, Creative Writing, Rollovers, Listening, Motivational Speaking, Life Coaching, Mediation 101, WordPress Developer..., Investments, Customer Service, Microsoft Excel, Finance
Education
University of California, Los Angeles 1997 — 2000
Bachelor's Degree, Political Science and Government
Santa Monica College 1994 — 1998
Associate's Degree
Quinn Harris Quinn Harris's UBS Experience January 2010 - August 2011
Job Event Manager at A Monique Affair
Industry Events Services
Experience
A Monique Affair August 2015 - Present
City and County of San Francisco January 2015 - August 2015
WGBH June 2014 - August 2014
Wheaton College (MA) January 2011 - May 2014
Wheaton College (MA) June 2013 - January 2014
Smithsonian Institution June 2012 - August 2012
Wheaton College (MA) September 2011 - May 2012
UBS January 2010 - August 2011
Motamburu Secondary School June 2011 - July 2011
Monterey Bay Aquarium June 2007 - August 2010
Skills
Event Planning, Event Management, Fundraising, Microsoft Office, Microsoft Excel, Telephone Skills, Microsoft Word, Confidentiality, Administrative..., HTML, CSS, JavaScript, Vendor Management, Foreign Languages, Cultural Anthropology, Events Organisation, Meeting Planning, Weddings, Wedding Coordinating, Vendor Relations, Day Of Coordination, Calendaring, Calendars, Operations Management
Education
Wheaton College (MA) 2010 — 2014
Bachelor of Arts (BA), Anthropology, cum laude
School for International Training 2013 — 2013
Pacific Area/Pacific Rim Studies, Social Change
Danish Institute for Study Abroad 2012 — 2012
Sociology
A Monique Affair August 2015 - Present
City and County of San Francisco January 2015 - August 2015
WGBH June 2014 - August 2014
Wheaton College (MA) January 2011 - May 2014
Wheaton College (MA) June 2013 - January 2014
Smithsonian Institution June 2012 - August 2012
Wheaton College (MA) September 2011 - May 2012
UBS January 2010 - August 2011
Motamburu Secondary School June 2011 - July 2011
Monterey Bay Aquarium June 2007 - August 2010
Skills
Event Planning, Event Management, Fundraising, Microsoft Office, Microsoft Excel, Telephone Skills, Microsoft Word, Confidentiality, Administrative..., HTML, CSS, JavaScript, Vendor Management, Foreign Languages, Cultural Anthropology, Events Organisation, Meeting Planning, Weddings, Wedding Coordinating, Vendor Relations, Day Of Coordination, Calendaring, Calendars, Operations Management
Education
Wheaton College (MA) 2010 — 2014
Bachelor of Arts (BA), Anthropology, cum laude
School for International Training 2013 — 2013
Pacific Area/Pacific Rim Studies, Social Change
Danish Institute for Study Abroad 2012 — 2012
Sociology
Aklil Ibssa's UBS Experience 2011 - 2011
Job Corporate Development at LinkedIn
Industry Internet
Experience
LinkedIn March 2015 - Present
Deutsche Bank Securities 2013 - 2015
Vista Point Advisors 2013 - 2013
Infinitedge Partners 2012 - 2012
UBS 2011 - 2011
Cisco Systems 2011 - 2011
Skills
Corporate Development, Investment Banking, Financial Analysis, Valuation, Mergers & Acquisitions, Microsoft Office, Finance, Leadership, Microsoft Excel, Corporate Finance, Financial Modeling, Business Development, Forecasting, Venture Capital, Strategy, Capital Markets, Due Diligence
Education
Santa Clara University
BS, Finance
LinkedIn March 2015 - Present
Deutsche Bank Securities 2013 - 2015
Vista Point Advisors 2013 - 2013
Infinitedge Partners 2012 - 2012
UBS 2011 - 2011
Cisco Systems 2011 - 2011
Skills
Corporate Development, Investment Banking, Financial Analysis, Valuation, Mergers & Acquisitions, Microsoft Office, Finance, Leadership, Microsoft Excel, Corporate Finance, Financial Modeling, Business Development, Forecasting, Venture Capital, Strategy, Capital Markets, Due Diligence
Education
Santa Clara University
BS, Finance
Tamerlan Hasanov Tamerlan Hasanov's UBS Experience December 2009 - September 2010
Job Financial Analyst at Tableau Software
Industry Investment Management
Experience
Tableau Software September 2015 - Present
G2 Web Services December 2013 - September 2015
FlowWorks.com May 2010 - September 2013
UBS December 2009 - September 2010
Prudential Financial April 2010 - May 2010
NW Business Consulting LLC April 2009 - December 2009
Azal Avia Cargo June 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, Investments, Financial Modeling, Portfolio Management, Private Equity, Data Analysis, Research, Equity Valuation, Politics, Bloomberg Terminal, Venture Financing, Equities, Fixed Income, Analysis
Education
Seattle University 2007 — 2010
Bachelor of Arts, Business Administration Finance Major
Tableau Software September 2015 - Present
G2 Web Services December 2013 - September 2015
FlowWorks.com May 2010 - September 2013
UBS December 2009 - September 2010
Prudential Financial April 2010 - May 2010
NW Business Consulting LLC April 2009 - December 2009
Azal Avia Cargo June 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, Investments, Financial Modeling, Portfolio Management, Private Equity, Data Analysis, Research, Equity Valuation, Politics, Bloomberg Terminal, Venture Financing, Equities, Fixed Income, Analysis
Education
Seattle University 2007 — 2010
Bachelor of Arts, Business Administration Finance Major
Krishan Allen Krishan Allen's UBS Experience October 2013 - January 2014
Job Financial Analyst at ICONIQ Capital
Industry Financial Services
Experience
ICONIQ Capital July 2015 - Present
Phoenician Capital April 2014 - June 2015
THCAP February 2015 - March 2015
LitiNomics July 2014 - September 2014
UBS October 2013 - January 2014
The Center for Science, Technology, and Society at Santa Clara University April 2012 - December 2013
Federal Reserve Bank of San Francisco June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, R, C++, Salesforce.com, Google Sites, Research, Statistics
Education
Santa Clara University 2011 — 2015
Bachelor of Science (B.S.), Economics
Henry M. Gunn High School 2007 — 2011
ICONIQ Capital July 2015 - Present
Phoenician Capital April 2014 - June 2015
THCAP February 2015 - March 2015
LitiNomics July 2014 - September 2014
UBS October 2013 - January 2014
The Center for Science, Technology, and Society at Santa Clara University April 2012 - December 2013
Federal Reserve Bank of San Francisco June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, R, C++, Salesforce.com, Google Sites, Research, Statistics
Education
Santa Clara University 2011 — 2015
Bachelor of Science (B.S.), Economics
Henry M. Gunn High School 2007 — 2011
AnneMarie Varrichio AnneMarie Varrichio's UBS Experience July 2013 - May 2014
Job Assistant Vice President, Human Resources at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC June 2014 - Present
UBS July 2013 - May 2014
UBS Wealth Management November 2011 - July 2013
MF Global February 2011 - November 2011
MF Global August 2009 - February 2011
Skills
Human Resources, Onboarding, Talent Acquisition, Talent Management, Microsoft Excel, Employee Relations, Personnel Management, PeopleSoft, Time Management, Financial Services, Outlook, Vendor Management, Performance Management, HRIS, Recruiting
Education
Saint Peter's College 2006 — 2008
BA
Seton Hall University 2004 — 2006
Jefferies LLC June 2014 - Present
UBS July 2013 - May 2014
UBS Wealth Management November 2011 - July 2013
MF Global February 2011 - November 2011
MF Global August 2009 - February 2011
Skills
Human Resources, Onboarding, Talent Acquisition, Talent Management, Microsoft Excel, Employee Relations, Personnel Management, PeopleSoft, Time Management, Financial Services, Outlook, Vendor Management, Performance Management, HRIS, Recruiting
Education
Saint Peter's College 2006 — 2008
BA
Seton Hall University 2004 — 2006
Megan Harrison Megan Harrison's UBS Experience June 2012 - September 2012
Job Advisory Associate at KPMG LLP
Industry Financial Services
Experience
Safeway June 2014 - September 2014
Uline June 2013 - September 2013
UBS June 2012 - September 2012
Glenmoor Country Club May 2011 - August 2011
C.B. & Potts Restaurant June 2010 - December 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Facebook, Social Networking, Leadership, Spanish, Access, JMP, Time Management, Teamwork, Research
Education
Santa Clara University - Leavey School of Business 2011 — 2015
Master’s Degree, Finance, General, 3.8
Universidad de Sevilla 2013 — 2013
Regis Jesuit High School 2007 — 2011
Safeway June 2014 - September 2014
Uline June 2013 - September 2013
UBS June 2012 - September 2012
Glenmoor Country Club May 2011 - August 2011
C.B. & Potts Restaurant June 2010 - December 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Facebook, Social Networking, Leadership, Spanish, Access, JMP, Time Management, Teamwork, Research
Education
Santa Clara University - Leavey School of Business 2011 — 2015
Master’s Degree, Finance, General, 3.8
Universidad de Sevilla 2013 — 2013
Regis Jesuit High School 2007 — 2011
Caitlin Corr Caitlin Corr's UBS Experience June 2010 - September 2010
Job Client Manager
Industry Insurance
Experience
Unum July 2012 - Present
SCU Career Center May 2009 - June 2012
Delta Gamma March 2011 - March 2012
Wunderman June 2011 - September 2011
MintTwist November 2010 - December 2010
Nordstrom Cafe June 2010 - September 2010
UBS June 2010 - September 2010
American Cancer Society September 2009 - June 2010
Nordstrom June 2008 - September 2009
Derek Andrew June 2005 - September 2008
Skills
Leadership, Account Management, Strategy, Facebook, Social Media, Social Media Marketing, Event Planning, PowerPoint, Social Networking, Microsoft Excel, Microsoft Office, Marketing, Budgets, Marketing Communications, Microsoft Word, Public Relations, Public Speaking, Event Management, Customer Service
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Marketing, Marketing and Communications
Foundation for International Education 2010 — 2010
Study Abroad
Unum July 2012 - Present
SCU Career Center May 2009 - June 2012
Delta Gamma March 2011 - March 2012
Wunderman June 2011 - September 2011
MintTwist November 2010 - December 2010
Nordstrom Cafe June 2010 - September 2010
UBS June 2010 - September 2010
American Cancer Society September 2009 - June 2010
Nordstrom June 2008 - September 2009
Derek Andrew June 2005 - September 2008
Skills
Leadership, Account Management, Strategy, Facebook, Social Media, Social Media Marketing, Event Planning, PowerPoint, Social Networking, Microsoft Excel, Microsoft Office, Marketing, Budgets, Marketing Communications, Microsoft Word, Public Relations, Public Speaking, Event Management, Customer Service
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Marketing, Marketing and Communications
Foundation for International Education 2010 — 2010
Study Abroad
Alexander Robayo Alexander Robayo's UBS Experience August 2012 - August 2013
Job Associate Team Lead
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2014 - Present
Morgan Stanley Wealth Management September 2013 - May 2014
UBS August 2012 - August 2013
UBS August 2010 - February 2011
Skills
Operational Due..., KYC, Cross Border, Financial Analysis, Risk Management, Banking, Corporate Finance, Hedge Funds, Fixed Income, Due Diligence, Lines Of Credit, Finance, Wealth Management, Series 7, Asset Management, Wealth Management..., Securities
Education
Fairleigh Dickinson University-Metropolitan Campus 2013 — 2014
Certificate, Certified Financial Planning
Seton Hall University 2004 — 2009
Bachelor of Science (B.S.), Finance, General
Weehawken High School
Weehawken High School
J.P. Morgan Asset Management October 2014 - Present
Morgan Stanley Wealth Management September 2013 - May 2014
UBS August 2012 - August 2013
UBS August 2010 - February 2011
Skills
Operational Due..., KYC, Cross Border, Financial Analysis, Risk Management, Banking, Corporate Finance, Hedge Funds, Fixed Income, Due Diligence, Lines Of Credit, Finance, Wealth Management, Series 7, Asset Management, Wealth Management..., Securities
Education
Fairleigh Dickinson University-Metropolitan Campus 2013 — 2014
Certificate, Certified Financial Planning
Seton Hall University 2004 — 2009
Bachelor of Science (B.S.), Finance, General
Weehawken High School
Weehawken High School
Jocelyn Kornmann Jocelyn Kornmann's UBS Experience August 2015 - Present
Job HR Employee Advisory at UBS
Industry Human Resources
Experience
UBS August 2015 - Present
UBS March 2015 - Present
UBS March 2014 - March 2015
Sunrise Senior Living May 2011 - February 2014
Sunrise Senior Living June 2009 - May 2011
Family Justice Center August 2010 - February 2011
Kappa Alpha Theta January 2009 - December 2009
Skills
Human Resources, Talent Acquisition, Employee Relations, Recruiting, Management, Onboarding, Microsoft Excel, Customer Service, Kronos Timekeeping, Microsoft Word, Employee Law, Employee Benefits, ADP Payroll, Accounts Payable, Senior Living..., Benefits Administration, Change Management, Employee Learning &..., Training Management, Applicant Tracking..., Risk Management, Workers Compensation, PeopleSoft, Conflict Resolution, Interpersonal..., Leadership, PowerPoint
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Arts (B.A.), Psychology
University of California, Irvine 2012 — 2012
Human Resource Management Certificate, Human Resources Management and Services
St. Mary’s University, Twickenham 2014 — 2015
Postgraduate Certificate, International Business Practice
UBS August 2015 - Present
UBS March 2015 - Present
UBS March 2014 - March 2015
Sunrise Senior Living May 2011 - February 2014
Sunrise Senior Living June 2009 - May 2011
Family Justice Center August 2010 - February 2011
Kappa Alpha Theta January 2009 - December 2009
Skills
Human Resources, Talent Acquisition, Employee Relations, Recruiting, Management, Onboarding, Microsoft Excel, Customer Service, Kronos Timekeeping, Microsoft Word, Employee Law, Employee Benefits, ADP Payroll, Accounts Payable, Senior Living..., Benefits Administration, Change Management, Employee Learning &..., Training Management, Applicant Tracking..., Risk Management, Workers Compensation, PeopleSoft, Conflict Resolution, Interpersonal..., Leadership, PowerPoint
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Arts (B.A.), Psychology
University of California, Irvine 2012 — 2012
Human Resource Management Certificate, Human Resources Management and Services
St. Mary’s University, Twickenham 2014 — 2015
Postgraduate Certificate, International Business Practice
Hassan Sajwani Hassan Sajwani's UBS Experience September 2013 - December 2013
Job Aspiring Developer
Industry Computer Software
Experience
DAMAC Properties October 2014 - July 2015
Oxy June 2014 - August 2014
UBS September 2013 - December 2013
Target August 2012 - December 2012
The Waves Properties and Investments June 2008 - August 2008
SMC Options June 2006 - August 2006
Education
Seattle University 2015 — 2016
Graduate Certificate in Computer Science Fundamentals, Computer Science
Seattle University 2009 — 2014
Bachelor of Business Administration, Economics, 3.48
DAMAC Properties October 2014 - July 2015
Oxy June 2014 - August 2014
UBS September 2013 - December 2013
Target August 2012 - December 2012
The Waves Properties and Investments June 2008 - August 2008
SMC Options June 2006 - August 2006
Education
Seattle University 2015 — 2016
Graduate Certificate in Computer Science Fundamentals, Computer Science
Seattle University 2009 — 2014
Bachelor of Business Administration, Economics, 3.48
Stacey Li Stacey Li's UBS Experience December 2009 - April 2010
Job Account Executive at Webcollage by Answers
Industry Computer Software
Experience
Webcollage by Answers May 2015 - Present
Talend March 2014 - March 2015
LeanData June 2013 - February 2014
8x8, Inc. May 2012 - May 2013
Trubates March 2011 - March 2012
CONCERT Global Group Ltd. June 2010 - September 2010
Delta Sigma Pi - Gamma Xi Chapter January 2010 - June 2010
UBS December 2009 - April 2010
Kaufmann and Goble Inc. August 2009 - December 2009
Skills
Team Building, Account Management, Financial Forecasting, Executive Management, Financial Analysis, B2B, Sales Presentations, Cloud Computing, Cold Calling, CRM, Business Development, Social Media Marketing, Lead Generation, Start-ups, Marketing, Salesforce.com, Sales, Social Networking, New Business Development, Management, Sales Management, Telecommunications, E-commerce, Analysis, Business Intelligence, Business Analysis, Microsoft Office
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Bachelor of Science, Finance, Management Information Systems
Lynbrook High School 2003 — 2007
High School
Webcollage by Answers May 2015 - Present
Talend March 2014 - March 2015
LeanData June 2013 - February 2014
8x8, Inc. May 2012 - May 2013
Trubates March 2011 - March 2012
CONCERT Global Group Ltd. June 2010 - September 2010
Delta Sigma Pi - Gamma Xi Chapter January 2010 - June 2010
UBS December 2009 - April 2010
Kaufmann and Goble Inc. August 2009 - December 2009
Skills
Team Building, Account Management, Financial Forecasting, Executive Management, Financial Analysis, B2B, Sales Presentations, Cloud Computing, Cold Calling, CRM, Business Development, Social Media Marketing, Lead Generation, Start-ups, Marketing, Salesforce.com, Sales, Social Networking, New Business Development, Management, Sales Management, Telecommunications, E-commerce, Analysis, Business Intelligence, Business Analysis, Microsoft Office
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Bachelor of Science, Finance, Management Information Systems
Lynbrook High School 2003 — 2007
High School
Nireesha P Nireesha P's UBS Experience January 2014 - May 2014
Job MIS Graduate at UIS
Industry Financial Services
Experience
UBS January 2014 - May 2014
Skills
Finance, Marketing, Tally ERP, Yoga, Biotechnology, Microsoft Office, HTML, C#, SQL, Account Management, Financial Analysis, Business Analysis, Business Intelligence, Marketing Communications, Data Analysis, Leadership Development, Social Networking, Online Advertising, Project Management, Public Relations
Education
University of Illinois Springfield 2014 — 2016
Master of Science (M.S.), Management Information Systems, General, Pursuing
GITAM UNIVERSITY 2012 — 2014
Master of Business Administration (MBA), Finance and Marketing, A
Sathyabama University 2007 — 2011
Bachelor's degree, Biotechnology, A
UBS January 2014 - May 2014
Skills
Finance, Marketing, Tally ERP, Yoga, Biotechnology, Microsoft Office, HTML, C#, SQL, Account Management, Financial Analysis, Business Analysis, Business Intelligence, Marketing Communications, Data Analysis, Leadership Development, Social Networking, Online Advertising, Project Management, Public Relations
Education
University of Illinois Springfield 2014 — 2016
Master of Science (M.S.), Management Information Systems, General, Pursuing
GITAM UNIVERSITY 2012 — 2014
Master of Business Administration (MBA), Finance and Marketing, A
Sathyabama University 2007 — 2011
Bachelor's degree, Biotechnology, A
Chad Anderson's UBS Experience June 2006 - January 2008
Job Managing Director at Space Angels Network
Industry Venture Capital & Private Equity
Experience
Space Angels Network November 2012 - Present
Satellite Applications Catapult September 2013 - February 2015
Astrobotic Technology, Inc. March 2013 - August 2014
JPMorgan Chase & Co. May 2008 - October 2012
Aeris Direct, LLC June 2007 - May 2010
UBS June 2006 - January 2008
Amazon.com April 2006 - June 2006
Skills
Strategy, Venture Capital, Start-ups, Leadership, Social Impact, Negotiation, Business Process..., Angel Investing, Entrepreneurship
Education
University of Oxford 2012 — 2013
Master of Business Administration (MBA), Entrepreneurship & Innovation
Seattle University 2005 — 2007
Bachelor of Business Administration (BBA), Finance, Economics, Chinese, Magna Cum Laude
Space Angels Network November 2012 - Present
Satellite Applications Catapult September 2013 - February 2015
Astrobotic Technology, Inc. March 2013 - August 2014
JPMorgan Chase & Co. May 2008 - October 2012
Aeris Direct, LLC June 2007 - May 2010
UBS June 2006 - January 2008
Amazon.com April 2006 - June 2006
Skills
Strategy, Venture Capital, Start-ups, Leadership, Social Impact, Negotiation, Business Process..., Angel Investing, Entrepreneurship
Education
University of Oxford 2012 — 2013
Master of Business Administration (MBA), Entrepreneurship & Innovation
Seattle University 2005 — 2007
Bachelor of Business Administration (BBA), Finance, Economics, Chinese, Magna Cum Laude
Sam Brumbaugh Sam Brumbaugh's UBS Experience June 2012 - April 2015
Job Advisory Associate at Bel Air Investment Advisors
Industry Financial Services
Experience
Bel Air Investment Advisors May 2015 - Present
UBS June 2012 - April 2015
UBS August 2011 - May 2012
Education
San Diego State University-California State University 2008 — 2012
Bachelor's Degree, Financial Services
Bel Air Investment Advisors May 2015 - Present
UBS June 2012 - April 2015
UBS August 2011 - May 2012
Education
San Diego State University-California State University 2008 — 2012
Bachelor's Degree, Financial Services
Katie Brooks Cullum Katie Brooks Cullum's UBS Experience May 2013 - Present
Job Sr Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS May 2013 - Present
Aveo Capital Partners July 2011 - April 2013
UBS Financial Services February 2007 - July 2011
Merrill Lynch February 2005 - February 2007
Merrill Lynch January 2002 - February 2005
Merrill Lynch October 1999 - January 2002
Education
Santa Clara University 1995 — 1999
Bachelor of Science (BS), Marketing
Edina High School 1991 — 1995
Graduated
UBS May 2013 - Present
Aveo Capital Partners July 2011 - April 2013
UBS Financial Services February 2007 - July 2011
Merrill Lynch February 2005 - February 2007
Merrill Lynch January 2002 - February 2005
Merrill Lynch October 1999 - January 2002
Education
Santa Clara University 1995 — 1999
Bachelor of Science (BS), Marketing
Edina High School 1991 — 1995
Graduated
Blaine Carver's UBS Experience August 2013 - October 2013
Job Registered Representative at MarsJewett Financial Group, Inc.
Industry Financial Services
Experience
MarsJewett Financial Group, Inc. October 2013 - Present
Seattle Pacific University Men's Soccer August 2010 - November 2013
UBS August 2013 - October 2013
Central Peninsula Hospital June 2013 - June 2013
The Falcon May 2012 - June 2013
Beemun's Bike Loft March 2006 - July 2012
Education
Seattle Pacific University 2010 — 2013
Bachelor's Degree, Finance
Seattle Pacific University - School of Business and Economics 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
MarsJewett Financial Group, Inc. October 2013 - Present
Seattle Pacific University Men's Soccer August 2010 - November 2013
UBS August 2013 - October 2013
Central Peninsula Hospital June 2013 - June 2013
The Falcon May 2012 - June 2013
Beemun's Bike Loft March 2006 - July 2012
Education
Seattle Pacific University 2010 — 2013
Bachelor's Degree, Finance
Seattle Pacific University - School of Business and Economics 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Kevin Schwaba Kevin Schwaba's UBS Experience August 2008 - August 2009
Job Account Executive, Financial Services at Salesforce
Industry Information Technology and Services
Experience
Salesforce July 2015 - Present
salesforce.com July 2014 - June 2015
Edelman September 2013 - July 2014
Edelman September 2012 - September 2013
Edelman June 2011 - September 2012
BergDavis Public Affairs March 2010 - May 2011
UBS August 2008 - August 2009
City of San Jose 2007 - 2008
Committee to Elect Sam Liccardo 2006 - 2007
Silicon Valley Leadership Group 2006 - 2006
Skills
Strategy, Cloud Computing, Salesforce.com, Sales, SaaS, PaaS, Global Application..., CRM, Account Management, Leadership, Management, Customer Service, Field Service, Public Affairs, Public Speaking, Research, Media Relations, High Tech Sales, Corporate Communications, Social Media, Public Relations, Crisis Communications
Education
Mountbatten Institute 2008 — 2009
Certificate, International Business
Santa Clara University 2002 — 2006
BS, Political Science
New Trier High School
Salesforce July 2015 - Present
salesforce.com July 2014 - June 2015
Edelman September 2013 - July 2014
Edelman September 2012 - September 2013
Edelman June 2011 - September 2012
BergDavis Public Affairs March 2010 - May 2011
UBS August 2008 - August 2009
City of San Jose 2007 - 2008
Committee to Elect Sam Liccardo 2006 - 2007
Silicon Valley Leadership Group 2006 - 2006
Skills
Strategy, Cloud Computing, Salesforce.com, Sales, SaaS, PaaS, Global Application..., CRM, Account Management, Leadership, Management, Customer Service, Field Service, Public Affairs, Public Speaking, Research, Media Relations, High Tech Sales, Corporate Communications, Social Media, Public Relations, Crisis Communications
Education
Mountbatten Institute 2008 — 2009
Certificate, International Business
Santa Clara University 2002 — 2006
BS, Political Science
New Trier High School
Andrea Bueno Andrea Bueno's UBS Experience 1999 - 2005
Job Sales Assistant at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus 2010 - Present
Thomas Weisel Partners 2005 - 2010
UBS 1999 - 2005
Skills
Asset Management, Series 63, Investment Banking, Investments, Electronic Trading, Trading, Portfolio Management, FINRA, Fixed Income, Hedge Funds, Series 7, Capital Markets, Securities, Alternative Investments, Equities, Equity Trading, Financial Modeling, Bloomberg, Options
Education
San Jose State University 1996 — 2000
Stifel Nicolaus 2010 - Present
Thomas Weisel Partners 2005 - 2010
UBS 1999 - 2005
Skills
Asset Management, Series 63, Investment Banking, Investments, Electronic Trading, Trading, Portfolio Management, FINRA, Fixed Income, Hedge Funds, Series 7, Capital Markets, Securities, Alternative Investments, Equities, Equity Trading, Financial Modeling, Bloomberg, Options
Education
San Jose State University 1996 — 2000
Frank Ascone Frank Ascone's UBS Experience January 1996 - September 2001
Job Information Architect at DefinedLogic
Industry Marketing and Advertising
Experience
Atlantic Coast Media Group November 2009 - January 2012
Cantor Fitzgerald 2009 - 2010
Ernst & Young July 2008 - January 2009
Oppenheimer & Co. December 2007 - July 2008
CIBC World Markets September 2000 - December 2007
UBS January 1996 - September 2001
JPMorgan August 1992 - August 1997
Skills
Print, Advertising, Production, Creative Development, Graphic Design, Creative Direction, Direct Marketing, Creative Services, Retail, Art Direction, Graphics, Photography, Direct Mail, Packaging, Online Marketing, Illustrator, Art, PPC, Web Design, Corporate Identity, Vendor, Photoshop, Print Production, Delivering Projects, Assertiveness, Email Marketing, User Interface Design, Reliability, User Experience, Brand Development, Adobe Creative Suite, Corporate Branding, Interaction Design, Content Management, Digital Strategy, Web Analytics, Branding & Identity, Information Architecture, User Experience Design, Digital Media, Website Development, Digital Marketing
Education
School of Visual Arts 1989 — 1993
BFA, Graphic Design
William Paterson University of New Jersey 1988 — 1990
Communications
Atlantic Coast Media Group November 2009 - January 2012
Cantor Fitzgerald 2009 - 2010
Ernst & Young July 2008 - January 2009
Oppenheimer & Co. December 2007 - July 2008
CIBC World Markets September 2000 - December 2007
UBS January 1996 - September 2001
JPMorgan August 1992 - August 1997
Skills
Print, Advertising, Production, Creative Development, Graphic Design, Creative Direction, Direct Marketing, Creative Services, Retail, Art Direction, Graphics, Photography, Direct Mail, Packaging, Online Marketing, Illustrator, Art, PPC, Web Design, Corporate Identity, Vendor, Photoshop, Print Production, Delivering Projects, Assertiveness, Email Marketing, User Interface Design, Reliability, User Experience, Brand Development, Adobe Creative Suite, Corporate Branding, Interaction Design, Content Management, Digital Strategy, Web Analytics, Branding & Identity, Information Architecture, User Experience Design, Digital Media, Website Development, Digital Marketing
Education
School of Visual Arts 1989 — 1993
BFA, Graphic Design
William Paterson University of New Jersey 1988 — 1990
Communications
Michelle Gorenstein Michelle Gorenstein's UBS Experience August 1993 - June 1994
Job Creative Director at The Association of Junior Leagues International, Inc.
Industry Civic & Social Organization
Experience
The Association of Junior Leagues International, Inc. July 2012 - Present
Phixative Designs March 2000 - July 2012
Burlington Industries June 1993 - November 1999
UBS August 1993 - June 1994
Skills
Web Design, Brochures, Corporate Identity, Newsletters, Invitations, Art Direction, Logo Design, Graphic Design, Email Marketing, Creative Direction, Marketing Strategy, Advertising, Adobe Creative Suite, Brand Development, InDesign, Graphics, Public Relations, Direct Mail, Social Media, Corporate Branding, Illustrator, Branding & Identity, Posters
Education
School of Visual Arts 1999 — 2000
Continuing Education, Graphic Design & Web Design
Syracuse University 1990 — 1993
BFA, Art and Design
Delran High School 1986 — 1989
The Association of Junior Leagues International, Inc. July 2012 - Present
Phixative Designs March 2000 - July 2012
Burlington Industries June 1993 - November 1999
UBS August 1993 - June 1994
Skills
Web Design, Brochures, Corporate Identity, Newsletters, Invitations, Art Direction, Logo Design, Graphic Design, Email Marketing, Creative Direction, Marketing Strategy, Advertising, Adobe Creative Suite, Brand Development, InDesign, Graphics, Public Relations, Direct Mail, Social Media, Corporate Branding, Illustrator, Branding & Identity, Posters
Education
School of Visual Arts 1999 — 2000
Continuing Education, Graphic Design & Web Design
Syracuse University 1990 — 1993
BFA, Art and Design
Delran High School 1986 — 1989
Yael Dresdner Yael Dresdner's UBS Experience 1998 - 2008
Job Creative Director/Art director consultant
Industry Graphic Design
Experience
Yael Dresdner Design September 2008 - Present
Yael Dresdner Design 1985 - Present
UBS 1998 - 2008
Skills
Creative Direction, Art Direction, Critical Thinking, Visual Communications, Graphic Design, Corporate Identity, Branding & Identity, Website Design &..., Social Media Consulting, Typography, Brand Guidelines, Strategic Thinking, Content Analysis, Vendor Relationships, Non profit identity, Design Management, Project Management, Team-oriented, Design logos, Conceptual Design, Message Development, Brochures, Websites, Direct Marketing, Media Analysis, QuarkXPress, Advertising, Visual Communication, Community Management, Art, Publications, Content Strategy, Newsletters, Corporate Branding, Creative Strategy, Brand Development, Posters, Publishing, Layout, Strategy, User Experience, Collateral, Graphics, Logo Design
Education
School of Visual Arts 2009 — 2010
N/A, Flash, Dreamweaver
New York Studio School 1987 — 1987
summer intensive, drawing and painting
Art Students League 1985 — 1987
Painting
The George Washington University 1979 — 1983
BA, Visual communications
Yael Dresdner Design September 2008 - Present
Yael Dresdner Design 1985 - Present
UBS 1998 - 2008
Skills
Creative Direction, Art Direction, Critical Thinking, Visual Communications, Graphic Design, Corporate Identity, Branding & Identity, Website Design &..., Social Media Consulting, Typography, Brand Guidelines, Strategic Thinking, Content Analysis, Vendor Relationships, Non profit identity, Design Management, Project Management, Team-oriented, Design logos, Conceptual Design, Message Development, Brochures, Websites, Direct Marketing, Media Analysis, QuarkXPress, Advertising, Visual Communication, Community Management, Art, Publications, Content Strategy, Newsletters, Corporate Branding, Creative Strategy, Brand Development, Posters, Publishing, Layout, Strategy, User Experience, Collateral, Graphics, Logo Design
Education
School of Visual Arts 2009 — 2010
N/A, Flash, Dreamweaver
New York Studio School 1987 — 1987
summer intensive, drawing and painting
Art Students League 1985 — 1987
Painting
The George Washington University 1979 — 1983
BA, Visual communications
Julie Clyatt Julie Clyatt's UBS Experience 2002 - 2003
Job HR Advisor at BP
Industry Oil & Energy
Experience
BP December 2010 - Present
Sequent Energy Management 2003 - 2010
UBS 2002 - 2003
Enron 1999 - 2002
Pappasito's Cantina 1991 - 1999
Skills
Workforce Planning, Human Resources, HRIS, Employee Relations, Succession Planning, Performance Management, Onboarding, Deferred Compensation, Talent Management, HR Policies, Talent Acquisition, Employee Engagement, Personnel Management, Employee Benefits, Recruiting, Organizational..., Labor Relations, New Hire Orientations, Applicant Tracking..., Benefits Administration, HR Consulting
Education
University of Houston 1993 — 1996
Bachelor of Science, Political Science, Psychology
San Jacinto College 1991 — 1993
Associates Degree, Social Sciences
Sam Rayburn High School 1987 — 1991
BP December 2010 - Present
Sequent Energy Management 2003 - 2010
UBS 2002 - 2003
Enron 1999 - 2002
Pappasito's Cantina 1991 - 1999
Skills
Workforce Planning, Human Resources, HRIS, Employee Relations, Succession Planning, Performance Management, Onboarding, Deferred Compensation, Talent Management, HR Policies, Talent Acquisition, Employee Engagement, Personnel Management, Employee Benefits, Recruiting, Organizational..., Labor Relations, New Hire Orientations, Applicant Tracking..., Benefits Administration, HR Consulting
Education
University of Houston 1993 — 1996
Bachelor of Science, Political Science, Psychology
San Jacinto College 1991 — 1993
Associates Degree, Social Sciences
Sam Rayburn High School 1987 — 1991
Laura Carey, MBA Laura Carey, MBA's UBS Experience 2000 - 2002
Job Assistant Controller at Aerotek
Industry Marketing and Advertising
Experience
Aerotek March 2015 - Present
University of Maryland University College April 2013 - March 2015
Marriott International 2008 - 2012
Amundi Smith Breeden 2005 - 2007
Shearman & Sterling LLP 2003 - 2005
UBS 2000 - 2002
Skills
Leadership, Management, Training, Marketing, Business Development, Strategy, Market Research, Marketing Strategy, Sales, Marketing Communications, CRM, Customer Service, Sales Management, Yield Management, Revenue Analysis, Sales Presentations, Account Management, Sales Process, Analysis, Revenue Cycle Management, Contract Negotiation, B2B, Product Marketing, Direct Sales, Margin Analysis, Microsoft Project, Salesforce.com..., B2B Sales, Outside Sales, Public Speaking, Project Management, Proposal Management, Sales Contracts, Business Analysis, Financial Modeling, MS Excel Pivot Tables, Stakeholder Management, Key Performance..., Business Case..., Contract, Contract Requirements, Corporate Social..., Contract Management
Education
University of Maryland University College 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.9
Santa Clara University
Bachelor of Science (B.S.), Marketing, 3.4
Aerotek March 2015 - Present
University of Maryland University College April 2013 - March 2015
Marriott International 2008 - 2012
Amundi Smith Breeden 2005 - 2007
Shearman & Sterling LLP 2003 - 2005
UBS 2000 - 2002
Skills
Leadership, Management, Training, Marketing, Business Development, Strategy, Market Research, Marketing Strategy, Sales, Marketing Communications, CRM, Customer Service, Sales Management, Yield Management, Revenue Analysis, Sales Presentations, Account Management, Sales Process, Analysis, Revenue Cycle Management, Contract Negotiation, B2B, Product Marketing, Direct Sales, Margin Analysis, Microsoft Project, Salesforce.com..., B2B Sales, Outside Sales, Public Speaking, Project Management, Proposal Management, Sales Contracts, Business Analysis, Financial Modeling, MS Excel Pivot Tables, Stakeholder Management, Key Performance..., Business Case..., Contract, Contract Requirements, Corporate Social..., Contract Management
Education
University of Maryland University College 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.9
Santa Clara University
Bachelor of Science (B.S.), Marketing, 3.4
Al Cooley Al Cooley's UBS Experience August 2010 - November 2014
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
UBS August 2010 - November 2014
Education
Seton Hall University School of Law 2007 — 2010
Juris Doctor (J.D.)
Seton Hall University 2003 — 2007
B.S., Business Administration/Management
Morgan Stanley December 2014 - Present
UBS August 2010 - November 2014
Education
Seton Hall University School of Law 2007 — 2010
Juris Doctor (J.D.)
Seton Hall University 2003 — 2007
B.S., Business Administration/Management
Jacob Frediani Jacob Frediani's UBS Experience February 2010 - June 2010
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock May 2015 - Present
BlackRock March 2012 - May 2015
BlackRock May 2011 - December 2011
Santa Clara University June 2009 - December 2010
UBS February 2010 - June 2010
College Reading & Learning Association (CRLA) May 2007 - June 2010
Cedar Fair Entertainment Company June 2008 - September 2008
Precision Electric (San Jose) June 2006 - August 2007
Skills
Portfolio Management, Mutual Funds, Asset Allocation, Bloomberg Terminal, Investments, Technical Analysis, Bloomberg, Morningstar Direct, Returns Based Style..., Mean-Conditional Value..., Equity Valuation, Mutual Fund Analysis, Economic Research, Series 7, Equities, Management
Education
Santa Clara University 2007 — 2010
B.S., Finance
Leland High School 2003 — 2007
BlackRock May 2015 - Present
BlackRock March 2012 - May 2015
BlackRock May 2011 - December 2011
Santa Clara University June 2009 - December 2010
UBS February 2010 - June 2010
College Reading & Learning Association (CRLA) May 2007 - June 2010
Cedar Fair Entertainment Company June 2008 - September 2008
Precision Electric (San Jose) June 2006 - August 2007
Skills
Portfolio Management, Mutual Funds, Asset Allocation, Bloomberg Terminal, Investments, Technical Analysis, Bloomberg, Morningstar Direct, Returns Based Style..., Mean-Conditional Value..., Equity Valuation, Mutual Fund Analysis, Economic Research, Series 7, Equities, Management
Education
Santa Clara University 2007 — 2010
B.S., Finance
Leland High School 2003 — 2007
Rebecca Toth's UBS Experience June 2006 - August 2006
Job IT Delivery Manager at Splunk
Industry Computer Software
Experience
Splunk June 2014 - Present
Accenture October 2008 - June 2014
UC Davis September 2007 - June 2008
FXCM June 2007 - September 2007
UBS June 2006 - August 2006
Skills
Change Management, Project Management, Salesforce.com, Sales Operations, Program Management, Stakeholder Management, Management, Business Analysis, Business Process..., Strategy, Management Consulting, CRM, Training, Financial Services, Business Process, Business Transformation, Telecommunications
Education
University of California, Davis 2004 — 2008
B.A., Economics, International Relations
Sciences Po 2006 — 2007
French language and French Politics
Splunk June 2014 - Present
Accenture October 2008 - June 2014
UC Davis September 2007 - June 2008
FXCM June 2007 - September 2007
UBS June 2006 - August 2006
Skills
Change Management, Project Management, Salesforce.com, Sales Operations, Program Management, Stakeholder Management, Management, Business Analysis, Business Process..., Strategy, Management Consulting, CRM, Training, Financial Services, Business Process, Business Transformation, Telecommunications
Education
University of California, Davis 2004 — 2008
B.A., Economics, International Relations
Sciences Po 2006 — 2007
French language and French Politics
Jason Campaiola's UBS Experience February 2013 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS February 2013 - Present
NY County District Attorney's Office September 2004 - February 2013
NY County District Attorney's Office August 2001 - September 2004
Skills
Public Speaking, Trials, Corporate Law, Finance, Due Diligence, Fraud, Litigation
Education
Seton Hall University 1996 — 2001
BA, Political Science
UBS February 2013 - Present
NY County District Attorney's Office September 2004 - February 2013
NY County District Attorney's Office August 2001 - September 2004
Skills
Public Speaking, Trials, Corporate Law, Finance, Due Diligence, Fraud, Litigation
Education
Seton Hall University 1996 — 2001
BA, Political Science
Julie Crowe's UBS Experience Registerd CSAUBS Wealth Management2005 - Present
Job Registered Client Assoc at UBS
Industry Financial Services
Experience
UBS Registerd CSAUBS Wealth Management2005 - Present
Education
San Diego State University-California State University 1992 — 1995
BA, Humanities
UBS Registerd CSAUBS Wealth Management2005 - Present
Education
San Diego State University-California State University 1992 — 1995
BA, Humanities
Grace Chiang's UBS Experience June 2006 - March 2007
Job Business Systems Analyst
Industry Information Technology and Services
Experience
Amdocs March 2010 - March 2011
AT&T June 2007 - March 2010
UBS June 2006 - March 2007
Skills
SDLC, SQL, Java, Software Project..., Business Analysis, Unix, Web Development, Agile Methodologies, Software Development, Requirements Analysis, Integration, Visio, XML, Business Intelligence, Oracle
Education
Santa Clara University - Leavey School of Business 2010 — 2013
MBA
University of California, Irvine
B.S., Information and Computer Science
Amdocs March 2010 - March 2011
AT&T June 2007 - March 2010
UBS June 2006 - March 2007
Skills
SDLC, SQL, Java, Software Project..., Business Analysis, Unix, Web Development, Agile Methodologies, Software Development, Requirements Analysis, Integration, Visio, XML, Business Intelligence, Oracle
Education
Santa Clara University - Leavey School of Business 2010 — 2013
MBA
University of California, Irvine
B.S., Information and Computer Science
Christine Triolo's UBS Experience 2001 - 2004
Job Sr. Manager, Stock Plan Administration at NPS Pharmaceuticals
Industry Pharmaceuticals
Experience
PSEG January 2010 - Present
NPS Pharmaceuticals May 2014 - January 2015
Alpharma May 2008 - April 2009
Alpharma/King Pharmaceuticals May 2008 - April 2009
Computershare September 2006 - May 2008
ImClone Systems May 2004 - July 2006
DAVP - Plans Team Leader March 2001 - May 2004
UBS 2001 - 2004
UBS Financial Services 2001 - 2004
Dun & Bradstreet 1996 - 2001
Skills
HRIS, Performance Management
Education
Governor Livingston High School
Seton Hall University
PSEG January 2010 - Present
NPS Pharmaceuticals May 2014 - January 2015
Alpharma May 2008 - April 2009
Alpharma/King Pharmaceuticals May 2008 - April 2009
Computershare September 2006 - May 2008
ImClone Systems May 2004 - July 2006
DAVP - Plans Team Leader March 2001 - May 2004
UBS 2001 - 2004
UBS Financial Services 2001 - 2004
Dun & Bradstreet 1996 - 2001
Skills
HRIS, Performance Management
Education
Governor Livingston High School
Seton Hall University
Norm Ng's UBS Experience September 2007 - July 2015
Job Executive Director
Industry Investment Management
Experience
UBS September 2007 - July 2015
Goldman Sachs & Co July 1998 - October 2007
Great Western Financial Securities 1994 - 1998
Lehman Brothers Inc, Private Investment Management 1993 - 1994
Education
San Francisco State University, College of Business 1990 — 1993
BS, Business
Alameda High School
UBS September 2007 - July 2015
Goldman Sachs & Co July 1998 - October 2007
Great Western Financial Securities 1994 - 1998
Lehman Brothers Inc, Private Investment Management 1993 - 1994
Education
San Francisco State University, College of Business 1990 — 1993
BS, Business
Alameda High School
Bart Sexton's UBS Experience April 2007 - November 2009
Job Complex Business Development Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2010 - Present
Morgan Stanley Smith Barney December 2009 - November 2010
UBS April 2007 - November 2009
UBS Financial Services April 2007 - November 2009
Skills
Asset Allocation, Business Development, Mutual Funds, Sales, Series 63, Series 7, Wealth Management
Education
Seton Hall University 1990 — 1995
BS, Economics
Morgan Stanley Smith Barney November 2010 - Present
Morgan Stanley Smith Barney December 2009 - November 2010
UBS April 2007 - November 2009
UBS Financial Services April 2007 - November 2009
Skills
Asset Allocation, Business Development, Mutual Funds, Sales, Series 63, Series 7, Wealth Management
Education
Seton Hall University 1990 — 1995
BS, Economics
Jim Boswell's UBS Experience 2006 - August 2013
Job Director Prime Brokerage Sales at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities October 2013 - Present
UBS Investment Bank July 2006 - August 2013
UBS 2006 - August 2013
Bear, Stearns & Co. Inc. 1996 - 2006
RCM Capital Management September 1991 - January 1996
Education
San Francisco State University 1990 — 1993
Finance, General
Westwood High School 1986 — 1988
San Francisco State University
Wells Fargo Securities October 2013 - Present
UBS Investment Bank July 2006 - August 2013
UBS 2006 - August 2013
Bear, Stearns & Co. Inc. 1996 - 2006
RCM Capital Management September 1991 - January 1996
Education
San Francisco State University 1990 — 1993
Finance, General
Westwood High School 1986 — 1988
San Francisco State University
Joe Gambardella's UBS Experience August 2004 - July 2007
Job Senior Associate at Pershing LLC
Industry Investment Banking
Experience
Pershing LLC August 2007 - Present
Ridgefield Memorial High School January 2007 - Present
UBS August 2004 - July 2007
Deutsche Bank January 2001 - August 2004
Skills
Bloomberg, Financial Services, Microsoft Excel, Securities
Education
Seton Hall University 1996 — 2000
BS, Finance
Pershing LLC August 2007 - Present
Ridgefield Memorial High School January 2007 - Present
UBS August 2004 - July 2007
Deutsche Bank January 2001 - August 2004
Skills
Bloomberg, Financial Services, Microsoft Excel, Securities
Education
Seton Hall University 1996 — 2000
BS, Finance
Greg Argyres's UBS Experience 2004 - 2007
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
UBS 2004 - 2007
Education
San Francisco State University, College of Business 2002 — 2005
MBA, Business
University of California, Santa Barbara 1997 — 2001
Bachelor of Arts (BA)
Merrill Lynch August 2007 - Present
UBS 2004 - 2007
Education
San Francisco State University, College of Business 2002 — 2005
MBA, Business
University of California, Santa Barbara 1997 — 2001
Bachelor of Arts (BA)
Jennifer Aharonian's UBS Experience March 2008 - September 2008
Job Reconsiderations Analyst at Qmedtrix
Industry Medical Practice
Experience
Qmedtrix February 2012 - Present
MedBridge Development September 2008 - January 2012
UBS March 2008 - September 2008
Guaranty Bank September 2005 - March 2008
Skills
Medical Terminology, ICD-9, HCPCS, Microsoft Excel, Microsoft Word, Medical Billing, Workers Compensation, CPT, Customer Service, Data Analysis, Insurance, Invoicing, Medical Coding, Medicine, Project Management, SQL, Outlook, Health Insurance, Spreadsheets, Microsoft Office, Claims Management, Medical Records, Healthcare, HIPAA, ICD-10, Healthcare Reimbursement, Healthcare Industry, Medicare, Claim, EDI, Anatomy, Training, Data Entry
Education
Santa Barbara City College 1999 — 2002
N/A, Business management
AAPC
CPC (certified coder)
Qmedtrix February 2012 - Present
MedBridge Development September 2008 - January 2012
UBS March 2008 - September 2008
Guaranty Bank September 2005 - March 2008
Skills
Medical Terminology, ICD-9, HCPCS, Microsoft Excel, Microsoft Word, Medical Billing, Workers Compensation, CPT, Customer Service, Data Analysis, Insurance, Invoicing, Medical Coding, Medicine, Project Management, SQL, Outlook, Health Insurance, Spreadsheets, Microsoft Office, Claims Management, Medical Records, Healthcare, HIPAA, ICD-10, Healthcare Reimbursement, Healthcare Industry, Medicare, Claim, EDI, Anatomy, Training, Data Entry
Education
Santa Barbara City College 1999 — 2002
N/A, Business management
AAPC
CPC (certified coder)
Randy Lau's UBS Experience March 2005 - August 2007
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock 2015 - Present
DeltaOne Solutions (previously Netik) June 2011 - January 2015
Merrill Lynch August 2007 - February 2009
UBS March 2005 - August 2007
Education
San Francisco State University 1996 — 2001
Finance, business
Sacred Heart 1992 — 1996
stuart hall for boys 1984 — 1992
BlackRock 2015 - Present
DeltaOne Solutions (previously Netik) June 2011 - January 2015
Merrill Lynch August 2007 - February 2009
UBS March 2005 - August 2007
Education
San Francisco State University 1996 — 2001
Finance, business
Sacred Heart 1992 — 1996
stuart hall for boys 1984 — 1992
Gary Grossblatt's UBS Experience Senior Vice President, General Merchandise ManagerMacy'sMarch 2001 - June 2003
Job Account Vice President, CFP(R), CRPS at UBS
Industry Financial Services
Experience
UBS Senior Vice President, General Merchandise ManagerMacy'sMarch 2001 - June 2003
Education
San Diego State University-California State University 1977 — 1982
UBS Senior Vice President, General Merchandise ManagerMacy'sMarch 2001 - June 2003
Education
San Diego State University-California State University 1977 — 1982
Annette Tomarazzo's UBS Experience 2003 - Present
Job Executive Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. October 2003 - Present
UBS 2003 - Present
Prudential Securities 2002 - 2003
American Stock Exchange 1992 - 2002
Muriel Siebert & Co., Inc. 1986 - 1988
Muriel Siebert & Co., Inc. 1986 - 1988
Skills
Capital Markets, FINRA, Series 7, Securities, Equities, Securities Regulation, Fixed Income, Risk Management, Series 24, Legal Writing, Corporate Governance, AML, Hedge Funds
Education
Seton Hall University 1998 — 2002
Seton Hall University School of Law 1998 — 2001
Susquehanna University 1980 — 1984
BS, Finance
UBS Financial Services Inc. October 2003 - Present
UBS 2003 - Present
Prudential Securities 2002 - 2003
American Stock Exchange 1992 - 2002
Muriel Siebert & Co., Inc. 1986 - 1988
Muriel Siebert & Co., Inc. 1986 - 1988
Skills
Capital Markets, FINRA, Series 7, Securities, Equities, Securities Regulation, Fixed Income, Risk Management, Series 24, Legal Writing, Corporate Governance, AML, Hedge Funds
Education
Seton Hall University 1998 — 2002
Seton Hall University School of Law 1998 — 2001
Susquehanna University 1980 — 1984
BS, Finance
Benjamin J. Porrino's UBS Experience February 2004 - April 2011
Job Manager, Systems Support at Hamburg Sud North America
Industry Information Technology and Services
Experience
Hamburg Sud North America February 2013 - Present
Hamburg Sud North America April 2011 - Present
UBS February 2004 - April 2011
Globix May 2001 - May 2002
Easylink May 2000 - May 2001
Vestcom International May 1996 - May 2000
ADP February 1993 - April 1996
Prudential Realty Group January 1989 - January 1992
Summit Bancorporation August 1985 - January 1989
Skills
Product Management, SDLC, Business Analysis, Agile Methodologies, Project Management, Enterprise Application..., CRM Application..., New Business Development, Strategy, Cross-functional Team..., Management, Business Process, ITIL, Vendor Management, Account Management, Leadership, EAI
Education
Chubb Institute of Technology 1982 — 1982
Diploma, Computer Science
Seton Hall University 1972 — 1976
Bachelor of Science, Psychology
Hamburg Sud North America February 2013 - Present
Hamburg Sud North America April 2011 - Present
UBS February 2004 - April 2011
Globix May 2001 - May 2002
Easylink May 2000 - May 2001
Vestcom International May 1996 - May 2000
ADP February 1993 - April 1996
Prudential Realty Group January 1989 - January 1992
Summit Bancorporation August 1985 - January 1989
Skills
Product Management, SDLC, Business Analysis, Agile Methodologies, Project Management, Enterprise Application..., CRM Application..., New Business Development, Strategy, Cross-functional Team..., Management, Business Process, ITIL, Vendor Management, Account Management, Leadership, EAI
Education
Chubb Institute of Technology 1982 — 1982
Diploma, Computer Science
Seton Hall University 1972 — 1976
Bachelor of Science, Psychology
Richard R. Early's UBS Experience 1993 - 1998
Job Vice President, Human Resources and Labour Relations at GFL Environmental Inc.
Industry Renewables & Environment
Experience
GFL Environmental Inc. 2015 - Present
Sears Home Services 2013 - 2014
Just Energy 2004 - 2013
Webhelp Group Worldwide June 2000 - April 2004
Scotiabank 1998 - 2000
UBS 1993 - 1998
Skills
Leadership, Employee Relations, Change Management, Employee Engagement, Workforce Planning, HRIS, Onboarding, Talent Acquisition, Human Resources, Management, Talent Management, Succession Planning, Process Improvement, Training, Performance Management, Strategy, Deferred Compensation, Team Building, HR Policies, Payroll, Recruiting, Business Strategy, Business Process..., Employee Benefits, Strategic Planning, Executive Management
Education
Western University 1986 — 1990
Bachelor's Degree
Seneca College of Applied Arts and Technology 1990 — 1992
Post Graduate, Human Resources Management and Labour Relations
GFL Environmental Inc. 2015 - Present
Sears Home Services 2013 - 2014
Just Energy 2004 - 2013
Webhelp Group Worldwide June 2000 - April 2004
Scotiabank 1998 - 2000
UBS 1993 - 1998
Skills
Leadership, Employee Relations, Change Management, Employee Engagement, Workforce Planning, HRIS, Onboarding, Talent Acquisition, Human Resources, Management, Talent Management, Succession Planning, Process Improvement, Training, Performance Management, Strategy, Deferred Compensation, Team Building, HR Policies, Payroll, Recruiting, Business Strategy, Business Process..., Employee Benefits, Strategic Planning, Executive Management
Education
Western University 1986 — 1990
Bachelor's Degree
Seneca College of Applied Arts and Technology 1990 — 1992
Post Graduate, Human Resources Management and Labour Relations
Samuel John's UBS Experience April 2006 - Present
Job Project Manager at UBS
Industry Banking
Experience
UBS April 2006 - Present
Infosys September 2004 - August 2007
HCL Technologies January 2004 - September 2004
Skills
Trading System, Order Management, Exchange Connectivity, Equity Trading, Trading Systems, Market Data, Middle Office, Electronic Trading, Equity Derivatives, Sybase, Reference Data, Back Office, FX Options, Derivatives, Regression Testing, JIRA, Equities, SDLC, Investment Banking, Test Planning, Agile Methodologies
Education
Sathyabama University 2002 — 2004
MBA, Systems
Loyola College, Chennai 1999 — 2002
BS, Computer Science
UBS April 2006 - Present
Infosys September 2004 - August 2007
HCL Technologies January 2004 - September 2004
Skills
Trading System, Order Management, Exchange Connectivity, Equity Trading, Trading Systems, Market Data, Middle Office, Electronic Trading, Equity Derivatives, Sybase, Reference Data, Back Office, FX Options, Derivatives, Regression Testing, JIRA, Equities, SDLC, Investment Banking, Test Planning, Agile Methodologies
Education
Sathyabama University 2002 — 2004
MBA, Systems
Loyola College, Chennai 1999 — 2002
BS, Computer Science
Vikram Mathew's UBS Experience March 2011 - May 2015
Job Creative Solutions & Client Relationship Management
Industry Banking
Experience
UBS March 2011 - May 2015
UBS February 2007 - February 2011
Citigroup July 2005 - February 2007
Citigroup January 2004 - June 2005
Citigroup July 2001 - December 2003
Skills
Creative Solutions, People Management, Management, Project Management, Derivatives, Equities, Fixed Income, Capital Markets, Securities, Hedge Funds, Analysis, Communication
Education
Sarah Lawrence College 1997 — 2001
Bachelor of Arts (B.A.), History
Bronxville High School 1996 — 1997
Lawrenceville School 1993 — 1996
American International School - Riyadh 1986 — 1993
UBS March 2011 - May 2015
UBS February 2007 - February 2011
Citigroup July 2005 - February 2007
Citigroup January 2004 - June 2005
Citigroup July 2001 - December 2003
Skills
Creative Solutions, People Management, Management, Project Management, Derivatives, Equities, Fixed Income, Capital Markets, Securities, Hedge Funds, Analysis, Communication
Education
Sarah Lawrence College 1997 — 2001
Bachelor of Arts (B.A.), History
Bronxville High School 1996 — 1997
Lawrenceville School 1993 — 1996
American International School - Riyadh 1986 — 1993
Blake Boehm's UBS Experience September 2003 - May 2004
Job Director at KNN Public Finance
Industry Financial Services
Experience
KNN Public Finance January 2014 - Present
Dolinka Group February 2005 - January 2014
David Taussig & Associates, Inc. February 2005 - December 2007
UBS September 2003 - May 2004
Skills
Fixed Income, Bloomberg, Bonds, Financial Modeling, Microsoft Excel, Finance, Financial Analysis, Management, Strategic Financial..., Investments
Education
San Diego State University-California State University 1999 — 2004
Bachelor of Science in Applied Arts and Sciences, Business Administration (Finance)
KNN Public Finance January 2014 - Present
Dolinka Group February 2005 - January 2014
David Taussig & Associates, Inc. February 2005 - December 2007
UBS September 2003 - May 2004
Skills
Fixed Income, Bloomberg, Bonds, Financial Modeling, Microsoft Excel, Finance, Financial Analysis, Management, Strategic Financial..., Investments
Education
San Diego State University-California State University 1999 — 2004
Bachelor of Science in Applied Arts and Sciences, Business Administration (Finance)
Tanja Heintz's UBS Experience August 2015 - Present
Job Head of Global Staff Vetting at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
UBS March 2013 - July 2015
UBS November 2007 - March 2013
UBS January 2004 - October 2007
UBS August 2002 - January 2004
UBS May 2001 - August 2002
UBS July 2000 - May 2001
UBS November 1998 - July 2000
UBS December 1997 - November 1998
Showtime Networks January 1994 - December 1997
Skills
Human Resources, Management, Operational Risk..., Operational Risk, Risk Management, Risk Management..., Supplier Risk Management, Corporate Governance, Internal Controls, Information Security..., Information Security, Leadership, Personnel Management, Deferred Compensation, Business Process..., Project Management, Business Analysis, Change Management, Vendor Management, Program Management, Strategy, Performance Management, Financial Services, Talent Management, Requirements Analysis, Requirements Gathering, Technical Requirements, Technical Requirements..., Succession Planning
Education
Scripps College 1988 — 1993
BA
UBS August 2015 - Present
UBS March 2013 - July 2015
UBS November 2007 - March 2013
UBS January 2004 - October 2007
UBS August 2002 - January 2004
UBS May 2001 - August 2002
UBS July 2000 - May 2001
UBS November 1998 - July 2000
UBS December 1997 - November 1998
Showtime Networks January 1994 - December 1997
Skills
Human Resources, Management, Operational Risk..., Operational Risk, Risk Management, Risk Management..., Supplier Risk Management, Corporate Governance, Internal Controls, Information Security..., Information Security, Leadership, Personnel Management, Deferred Compensation, Business Process..., Project Management, Business Analysis, Change Management, Vendor Management, Program Management, Strategy, Performance Management, Financial Services, Talent Management, Requirements Analysis, Requirements Gathering, Technical Requirements, Technical Requirements..., Succession Planning
Education
Scripps College 1988 — 1993
BA
Wayne Zhong, CFA's UBS Experience May 2013 - Present
Job Senior Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS May 2013 - Present
Oppenheimer & Co. April 2006 - April 2013
Bear Stearns March 2006 - April 2006
World Group Securities Inc. August 2003 - December 2005
Education
University of California, Davis - Graduate School of Management 2007 — 2010
MBA, Finance
San Jose State University 2001 — 2004
BS, Electrical Engineer
UBS May 2013 - Present
Oppenheimer & Co. April 2006 - April 2013
Bear Stearns March 2006 - April 2006
World Group Securities Inc. August 2003 - December 2005
Education
University of California, Davis - Graduate School of Management 2007 — 2010
MBA, Finance
San Jose State University 2001 — 2004
BS, Electrical Engineer
Jennifer Lee, CPA's UBS Experience 2004 - 2006
Job Manager, Accounting at Universal Music Group
Industry Accounting
Experience
Universal Music Group February 2012 - Present
James Cha CPA & Company 2011 - 2012
M&S Yogurt 2007 - 2011
Martin and Osa 2006 - 2007
UBS 2004 - 2006
Skills
Accounting, SAP, Oracle Applications, Citrix, JD Edwards, Atlas, Microsoft Excel, HFM, QuickBooks, PowerPoint, Financial Reporting, Outlook, Account Reconciliation, Financial Analysis, Investments, Payroll, Microsoft Office, Management, Sales, Social Media
Education
University of California, Irvine 2002 — 2007
BA, Economics, Sociology, Management
Pôle Universitaire Léonard de Vinci 2004 — 2004
Business Administration and Management, General
Santa Monica College
Accounting
Universal Music Group February 2012 - Present
James Cha CPA & Company 2011 - 2012
M&S Yogurt 2007 - 2011
Martin and Osa 2006 - 2007
UBS 2004 - 2006
Skills
Accounting, SAP, Oracle Applications, Citrix, JD Edwards, Atlas, Microsoft Excel, HFM, QuickBooks, PowerPoint, Financial Reporting, Outlook, Account Reconciliation, Financial Analysis, Investments, Payroll, Microsoft Office, Management, Sales, Social Media
Education
University of California, Irvine 2002 — 2007
BA, Economics, Sociology, Management
Pôle Universitaire Léonard de Vinci 2004 — 2004
Business Administration and Management, General
Santa Monica College
Accounting
Chris Schlack's UBS Experience June 2015 - Present
Job Associate Director Product Development & Management at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
Appalachian Trail March 2014 - September 2014
Bank of America Merrill Lynch September 2009 - March 2014
Club KO Kickboxing February 2009 - September 2010
National Financial Network November 2008 - February 2009
Bear Stearns May 2007 - August 2007
Trio Landscaping 2000 - 2004
Skills
Equities, Series 7, Alternative Investments, Securities, Mutual Funds, Wealth Management, Investments, Trading, Asset Managment, Series 66, Financial Modeling, Hedge Funds, Managed Futures, Private Equity, Bloomberg, Microsoft Office, Microsoft Excel, Salesforce.com, Spotfire, Derivatives, Portfolio Management, Investment Strategies, Valuation, Financial Analysis, Finance, Asset Management
Education
Seton Hall University 2004 — 2008
BS, Concentration in Finance, Certicate in BMIS, 3.96
UBS June 2015 - Present
Appalachian Trail March 2014 - September 2014
Bank of America Merrill Lynch September 2009 - March 2014
Club KO Kickboxing February 2009 - September 2010
National Financial Network November 2008 - February 2009
Bear Stearns May 2007 - August 2007
Trio Landscaping 2000 - 2004
Skills
Equities, Series 7, Alternative Investments, Securities, Mutual Funds, Wealth Management, Investments, Trading, Asset Managment, Series 66, Financial Modeling, Hedge Funds, Managed Futures, Private Equity, Bloomberg, Microsoft Office, Microsoft Excel, Salesforce.com, Spotfire, Derivatives, Portfolio Management, Investment Strategies, Valuation, Financial Analysis, Finance, Asset Management
Education
Seton Hall University 2004 — 2008
BS, Concentration in Finance, Certicate in BMIS, 3.96
Hemal Patel's UBS Experience July 2008 - January 2009
Job Associate Director at RBC Capital Markets
Industry Information Technology and Services
Experience
RBC Capital Markets June 2010 - Present
Fidelity Investments March 2009 - June 2010
UBS July 2008 - January 2009
Thomson Reuters April 2006 - May 2008
State Street Corporation June 2004 - April 2006
Skills
Options, Perl, Shell Scripting, Equities, Sybase, C++, Market Data, Solaris, Multithreading, Oracle, Fixed Income, Linux, Databases, Trading
Education
Sardar Patel University 1997 — 2001
B.E., Electronics & Communication
Alembic Vidyalaya
RBC Capital Markets June 2010 - Present
Fidelity Investments March 2009 - June 2010
UBS July 2008 - January 2009
Thomson Reuters April 2006 - May 2008
State Street Corporation June 2004 - April 2006
Skills
Options, Perl, Shell Scripting, Equities, Sybase, C++, Market Data, Solaris, Multithreading, Oracle, Fixed Income, Linux, Databases, Trading
Education
Sardar Patel University 1997 — 2001
B.E., Electronics & Communication
Alembic Vidyalaya
Chris Briones's UBS Experience 2000 - 2001
Job Raising my kids, Justin 15 and Anastasia 7.
Industry Financial Services
Experience
N/A January 2008 - Present
Obama Campaign in Berkeley, CA. 2008 - 2008
Morgan Stanley 1985 - 2006
UBS 2000 - 2001
Skills
Research, Microsoft Office, Analysis, Administration, Community Outreach, Customer Service, Fundraising, Leadership, Marketing, Microsoft Word, Nonprofits, Public Relations, Public Speaking, Sales, Social Media, Social Media Marketing, Social Networking, Teaching
Education
San Francisco State University 1986 — 1991
BA, Ethnic Studies
N/A January 2008 - Present
Obama Campaign in Berkeley, CA. 2008 - 2008
Morgan Stanley 1985 - 2006
UBS 2000 - 2001
Skills
Research, Microsoft Office, Analysis, Administration, Community Outreach, Customer Service, Fundraising, Leadership, Marketing, Microsoft Word, Nonprofits, Public Relations, Public Speaking, Sales, Social Media, Social Media Marketing, Social Networking, Teaching
Education
San Francisco State University 1986 — 1991
BA, Ethnic Studies
Peter Mikhailenok's UBS Experience June 2006 - July 2008
Job Business Development Director at SnoreTech
Industry Medical Devices
Experience
SnoreTech October 2014 - Present
AYT, Inc. November 2012 - Present
Execstudio Inc July 2008 - July 2009
UBS June 2006 - July 2008
Smith Barney June 2004 - February 2006
Skills
Alternative Investments, Competitive Analysis, Financial Analysis, Wealth Management, Start-ups, Web Development, Online Marketing, Marketing Management, Strategic Planning, Management, Marketing, Business Development, Strategy, Project Management, Asset Allocation, Series 7, Investments, Microsoft Excel, Customer Service, Medical Devices, Healthcare Information..., Hospitals, Healthcare, Healthcare Management
Education
San Diego State University-California State University 2002 — 2006
bachelor, Business Finance
University of Exeter 1996 — 1998
BA, Economics
SnoreTech October 2014 - Present
AYT, Inc. November 2012 - Present
Execstudio Inc July 2008 - July 2009
UBS June 2006 - July 2008
Smith Barney June 2004 - February 2006
Skills
Alternative Investments, Competitive Analysis, Financial Analysis, Wealth Management, Start-ups, Web Development, Online Marketing, Marketing Management, Strategic Planning, Management, Marketing, Business Development, Strategy, Project Management, Asset Allocation, Series 7, Investments, Microsoft Excel, Customer Service, Medical Devices, Healthcare Information..., Hospitals, Healthcare, Healthcare Management
Education
San Diego State University-California State University 2002 — 2006
bachelor, Business Finance
University of Exeter 1996 — 1998
BA, Economics
Sarah Schrag's UBS Experience 2006 - 2009
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
McAdams Wright Ragen 2009 - 2014
UBS 2006 - 2009
Storek Carlson & Strutz 2005 - 2006
Muscara & Pasquinelli INC. 1999 - 2005
Skills
Financial Services, Microsoft Office, Microsoft Word, Project Management, Series 99, Reviewing, Documentation, Administrative Support, Client Relations, Client Services, Calendaring, Appointment Scheduling, Internet, Writing, Editing, Proofreading
Education
Seattle University
Bachelor's Degree, Psychology and Sociology
Morgan Stanley March 2015 - Present
McAdams Wright Ragen 2009 - 2014
UBS 2006 - 2009
Storek Carlson & Strutz 2005 - 2006
Muscara & Pasquinelli INC. 1999 - 2005
Skills
Financial Services, Microsoft Office, Microsoft Word, Project Management, Series 99, Reviewing, Documentation, Administrative Support, Client Relations, Client Services, Calendaring, Appointment Scheduling, Internet, Writing, Editing, Proofreading
Education
Seattle University
Bachelor's Degree, Psychology and Sociology
Paul Lenihan's UBS Experience November 1996 - October 1998
Job Supervisory Analyst at CLSA
Industry Financial Services
Experience
CLSA April 2005 - Present
Commerzbank AG 1998 - November 2004
UBS November 1996 - October 1998
Lehman Brothers August 1993 - September 1996
Freelance Writer August 1989 - August 1993
Dean Witter Reynolds November 1987 - August 1989
Merrill Lynch December 1982 - November 1987
Freelance Editor September 1980 - October 1982
Arthur Young August 1979 - August 1980
Education
Sarah Lawrence College 1975 — 1979
Bachelor of Arts (B.A.), Writing; fiction
CLSA April 2005 - Present
Commerzbank AG 1998 - November 2004
UBS November 1996 - October 1998
Lehman Brothers August 1993 - September 1996
Freelance Writer August 1989 - August 1993
Dean Witter Reynolds November 1987 - August 1989
Merrill Lynch December 1982 - November 1987
Freelance Editor September 1980 - October 1982
Arthur Young August 1979 - August 1980
Education
Sarah Lawrence College 1975 — 1979
Bachelor of Arts (B.A.), Writing; fiction
Forrest Fielder's UBS Experience September 2000 - Present
Job Financial Advisor, Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS September 2000 - Present
Education
Seattle University School of Law 1995 — 1998
JD
Western Washington University
UBS September 2000 - Present
Education
Seattle University School of Law 1995 — 1998
JD
Western Washington University
Cristina Aur's UBS Experience 2008 - Present
Job Compliance Officer, Money Laundering Prevention at UBS
Industry Financial Services
Experience
UBS 2008 - Present
UBS 2006 - 2007
UBS 2005 - 2006
UBS July 2003 - 2005
UBS 2001 - 2003
Mark Boyar & Co 1998 - 2001
Education
Seton Hall University 1993 — 1996
UBS 2008 - Present
UBS 2006 - 2007
UBS 2005 - 2006
UBS July 2003 - 2005
UBS 2001 - 2003
Mark Boyar & Co 1998 - 2001
Education
Seton Hall University 1993 — 1996
David Leja's UBS Experience May 2010 - Present
Job Wealth Strategy Associate at UBS Financial Services
Industry Investment Management
Experience
UBS May 2010 - Present
Consultant February 2009 - May 2010
Merrill Lynch June 2006 - January 2009
Education
Seton Hall University 2004 — 2008
Bachelors, Finance & Economics
UBS May 2010 - Present
Consultant February 2009 - May 2010
Merrill Lynch June 2006 - January 2009
Education
Seton Hall University 2004 — 2008
Bachelors, Finance & Economics
Eric Cardenas's UBS Experience November 2008 - January 2015
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2015 - Present
UBS November 2008 - January 2015
Morgan Stanley Smith Barney August 1992 - November 2008
Education
Santa Clara University 1988 — 1992
BA, Economics
Loyola High School 1984 — 1988
High School, Mathematics
Wells Fargo Advisors, LLC January 2015 - Present
UBS November 2008 - January 2015
Morgan Stanley Smith Barney August 1992 - November 2008
Education
Santa Clara University 1988 — 1992
BA, Economics
Loyola High School 1984 — 1988
High School, Mathematics
Ralph Parker's UBS Experience December 2008 - Present
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS December 2008 - Present
Merrill Lynch January 2001 - December 2008
Skills
Finance, Investments, Portfolio Management, Asset Management, Wealth Management, Series 7
Education
San Jose State University 1952 — 1959
B.S., Industrial Management
San Jose State University 1952 — 1959
BS, Industrial Engineering &Business
UBS December 2008 - Present
Merrill Lynch January 2001 - December 2008
Skills
Finance, Investments, Portfolio Management, Asset Management, Wealth Management, Series 7
Education
San Jose State University 1952 — 1959
B.S., Industrial Management
San Jose State University 1952 — 1959
BS, Industrial Engineering &Business
Jennifer Reiser's UBS Experience 2001 - Present
Job Director and Assistant General Counsel at UBS
Industry Law Practice
Experience
UBS 2001 - Present
PaineWebber, Inc. 1996 - 2000
Superior Court of New Jersey, Hudson County, Criminal Division 1995 - 1995
ATLANTIC STATES LEGAL FOUNDATION, INC. 1994 - 1995
State of New Jersey Office of the Attorney General 1994 - 1994
Skills
Marketing, Strategic Planning, Social Media, Litigation, Sales, Legal Research, Legal Writing, Contract Negotiation, Microsoft Word, Commercial Litigation
Education
Syracuse University College of Law 1993 — 1996
Doctor of Law (J.D.)
Seton Hall University
Bachelor of Arts (B.A.)
UBS 2001 - Present
PaineWebber, Inc. 1996 - 2000
Superior Court of New Jersey, Hudson County, Criminal Division 1995 - 1995
ATLANTIC STATES LEGAL FOUNDATION, INC. 1994 - 1995
State of New Jersey Office of the Attorney General 1994 - 1994
Skills
Marketing, Strategic Planning, Social Media, Litigation, Sales, Legal Research, Legal Writing, Contract Negotiation, Microsoft Word, Commercial Litigation
Education
Syracuse University College of Law 1993 — 1996
Doctor of Law (J.D.)
Seton Hall University
Bachelor of Arts (B.A.)
Heather Nicols's UBS Experience April 2000 - December 2007
Job Teacher of the Deaf at SCSDB
Industry Primary/Secondary Education
Experience
South Carolina School for the Deaf and the Blind January 2012 - Present
Florida School for the Deaf and the Blind August 2011 - December 2011
University of North Florida August 2010 - April 2011
UBS April 2000 - December 2007
Skills
American Sign Language, Teaching, Spanish, Classroom, Research, Speech, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Event Planning, Fundraising, Outlook, Non-profits, Editing, Staff Development, Data Analysis, Special Education, Sign Language, Elementary Education, Nonprofits, Tutoring
Education
University of North Florida 2010 — 2011
Master of Education, Deaf Education
University of North Florida 2008 — 2010
Bachelor of Arts, Deaf Education
Seminole Community College 2002 — 2007
Associate of Arts, General Studies
South Carolina School for the Deaf and the Blind January 2012 - Present
Florida School for the Deaf and the Blind August 2011 - December 2011
University of North Florida August 2010 - April 2011
UBS April 2000 - December 2007
Skills
American Sign Language, Teaching, Spanish, Classroom, Research, Speech, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Event Planning, Fundraising, Outlook, Non-profits, Editing, Staff Development, Data Analysis, Special Education, Sign Language, Elementary Education, Nonprofits, Tutoring
Education
University of North Florida 2010 — 2011
Master of Education, Deaf Education
University of North Florida 2008 — 2010
Bachelor of Arts, Deaf Education
Seminole Community College 2002 — 2007
Associate of Arts, General Studies
Michael Turrin, CFA's UBS Experience February 2015 - Present
Job Equity Research at UBS
Industry Investment Banking
Experience
UBS February 2015 - Present
Needham & Company December 2013 - February 2015
Bivium Capital Partners January 2012 - December 2013
Morgan Stanley September 2011 - January 2012
Skills
Financial Modeling, Matlab, Data Analysis, Investments, Corporate Finance, Portfolio Management, Private Equity, Equity Research, Investment Research, Software, SaaS, Management Due Diligence, Investment Management, Competitive Analysis, Microsoft Excel, Engineering, Supply Chain Management, Product Management, Portfolio Optimization, Strategic Planning, Market Research, Quantitative Research, Valuation, Equities, Statistical Modeling, Due Diligence, Financial Analysis, Analytics, Asset Management, Strategy, Business Strategy, Quantitative Analytics, Economics, Venture Capital
Education
Stanford University 2010 — 2011
Master of Science (MS)
San Jose State University
B.S.
UBS February 2015 - Present
Needham & Company December 2013 - February 2015
Bivium Capital Partners January 2012 - December 2013
Morgan Stanley September 2011 - January 2012
Skills
Financial Modeling, Matlab, Data Analysis, Investments, Corporate Finance, Portfolio Management, Private Equity, Equity Research, Investment Research, Software, SaaS, Management Due Diligence, Investment Management, Competitive Analysis, Microsoft Excel, Engineering, Supply Chain Management, Product Management, Portfolio Optimization, Strategic Planning, Market Research, Quantitative Research, Valuation, Equities, Statistical Modeling, Due Diligence, Financial Analysis, Analytics, Asset Management, Strategy, Business Strategy, Quantitative Analytics, Economics, Venture Capital
Education
Stanford University 2010 — 2011
Master of Science (MS)
San Jose State University
B.S.
Terry Atkinson's UBS Experience 1988 - 2006
Job Atkinson Management Consulting
Industry Financial Services
Experience
Atkinson Management Consulting May 2012 - Present
NorthBay Stage Co 2014 - 2015
Campanile Foundation 2009 - 2014
Morgan Stanley January 2010 - April 2012
Campanile Foundation 2007 - 2011
UBS Investment Bank January 2006 - June 2007
UBS 1988 - 2006
Painewebber Inc November 1987 - November 2000
Salomon Brothers 1977 - 1987
Skills
Investment Banking, Product Management, Strategic Leadership, Capital Markets, Securities, Investments, Equities, Municipalities, Fixed Income, Series 7, Private Equity, Wealth Management, Portfolio Management, Derivatives, Hedge Funds, Series 24, Financial Services, Bloomberg, Financial Structuring, Financial Modeling, Leadership, Structured Finance, Valuation, Executive Management, Structured Products, Financial Markets, Emerging Markets, Mergers & Acquisitions, Venture Capital, Due Diligence, Investment Strategies, Mutual Funds, Finance, Management
Education
University of San Diego School of Law 1972 — 1975
Juris Doctorate, Law
San Diego State University-California State University 1965 — 1970
B.S., Political Science/Public Admin
Atkinson Management Consulting May 2012 - Present
NorthBay Stage Co 2014 - 2015
Campanile Foundation 2009 - 2014
Morgan Stanley January 2010 - April 2012
Campanile Foundation 2007 - 2011
UBS Investment Bank January 2006 - June 2007
UBS 1988 - 2006
Painewebber Inc November 1987 - November 2000
Salomon Brothers 1977 - 1987
Skills
Investment Banking, Product Management, Strategic Leadership, Capital Markets, Securities, Investments, Equities, Municipalities, Fixed Income, Series 7, Private Equity, Wealth Management, Portfolio Management, Derivatives, Hedge Funds, Series 24, Financial Services, Bloomberg, Financial Structuring, Financial Modeling, Leadership, Structured Finance, Valuation, Executive Management, Structured Products, Financial Markets, Emerging Markets, Mergers & Acquisitions, Venture Capital, Due Diligence, Investment Strategies, Mutual Funds, Finance, Management
Education
University of San Diego School of Law 1972 — 1975
Juris Doctorate, Law
San Diego State University-California State University 1965 — 1970
B.S., Political Science/Public Admin
Joe Mossa's UBS Experience 2006 - Present
Job Senior Vice President/ Mossa Group at UBS
Industry Financial Services
Experience
UBS 2006 - Present
Piper Jaffray February 2001 - July 2006
Prudential Securities April 1977 - February 2001
Skills
Series 7, Series 63, Wealth Management, Equities, Alternative Investments, Fixed Income, Series 65, Equity Research, MBS, Series 24
Education
Seton Hall University 1970 — 1971
Widener University 1965 — 1969
B.S. Economics, Economics
UBS 2006 - Present
Piper Jaffray February 2001 - July 2006
Prudential Securities April 1977 - February 2001
Skills
Series 7, Series 63, Wealth Management, Equities, Alternative Investments, Fixed Income, Series 65, Equity Research, MBS, Series 24
Education
Seton Hall University 1970 — 1971
Widener University 1965 — 1969
B.S. Economics, Economics
Nadine Martins's UBS Experience June 1995 - September 1995
Job Independent Environmental Services Professional
Industry Environmental Services
Experience
Self-employed April 2010 - Present
Geosyntec Consultants May 2009 - April 2010
ARCADIS November 2007 - February 2009
Condor Environmental Planning Services March 2005 - November 2007
Freelance Website and Graphic Designer and Full-Time Student August 1999 - March 2005
Carlson Wagonlit Travel/Your Travel Center January 1998 - December 2003
UBS June 1995 - September 1995
Homburger Corporate Law Firm August 1990 - September 1994
Education
University of California, Santa Barbara 2002 — 2004
Bachelor's degree, Geography, Cartography, Environmental Studies
Santa Barbara City College 1999 — 2002
General education for university transfer, General education; website and multimedia design
Santa Barbara City College 1995 — 1997
Certificate of Achievement, Marketing
KV Zürich Business School 1990 — 1993
Federal Diploma Business Administration, Accounting, Business Management
Self-employed April 2010 - Present
Geosyntec Consultants May 2009 - April 2010
ARCADIS November 2007 - February 2009
Condor Environmental Planning Services March 2005 - November 2007
Freelance Website and Graphic Designer and Full-Time Student August 1999 - March 2005
Carlson Wagonlit Travel/Your Travel Center January 1998 - December 2003
UBS June 1995 - September 1995
Homburger Corporate Law Firm August 1990 - September 1994
Education
University of California, Santa Barbara 2002 — 2004
Bachelor's degree, Geography, Cartography, Environmental Studies
Santa Barbara City College 1999 — 2002
General education for university transfer, General education; website and multimedia design
Santa Barbara City College 1995 — 1997
Certificate of Achievement, Marketing
KV Zürich Business School 1990 — 1993
Federal Diploma Business Administration, Accounting, Business Management
Christine Monique Cortes-Tosado's UBS Experience August 2006 - April 2009
Job Sales at Macy's
Industry Financial Services
Experience
Macy's November 2011 - Present
Seton Hall University August 2007 - December 2011
UBS August 2006 - April 2009
UBS Wealth Management April 2005 - August 2006
JPMorgan Chase January 1995 - April 2005
Skills
* Bilingual – English &..., Business Analysis, Process Improvement, Administration, Research, Translation
Education
Seton Hall University 2007 — 2011
Bachelor's of Science
Taylor Business Institute 1991 — 1994
Associate's
Macy's November 2011 - Present
Seton Hall University August 2007 - December 2011
UBS August 2006 - April 2009
UBS Wealth Management April 2005 - August 2006
JPMorgan Chase January 1995 - April 2005
Skills
* Bilingual – English &..., Business Analysis, Process Improvement, Administration, Research, Translation
Education
Seton Hall University 2007 — 2011
Bachelor's of Science
Taylor Business Institute 1991 — 1994
Associate's
Jackson Miller's UBS Experience January 2012 - May 2012
Job Operations Associate at WBB Securities LLC
Industry Financial Services
Experience
WBB Securities LLC March 2015 - Present
Bank of America June 2014 - March 2015
UBS Financial Services, Inc. November 2012 - May 2014
Folio Dynamix Advisors May 2012 - August 2012
UBS January 2012 - May 2012
Skills
Cold Calling, Appointment Generation, Data Analysis, Budget Analysis, Microsoft Excel, Microsoft Office, Customer Service, Fixed Income, Portfolio Management, Bloomberg, Valuation, Equities, Microsoft Word, PowerPoint, Investments, Strategic Financial..., Financial Analysis, Social Media, Financial Modeling, Financial Planning
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Science (BS), Finance
WBB Securities LLC March 2015 - Present
Bank of America June 2014 - March 2015
UBS Financial Services, Inc. November 2012 - May 2014
Folio Dynamix Advisors May 2012 - August 2012
UBS January 2012 - May 2012
Skills
Cold Calling, Appointment Generation, Data Analysis, Budget Analysis, Microsoft Excel, Microsoft Office, Customer Service, Fixed Income, Portfolio Management, Bloomberg, Valuation, Equities, Microsoft Word, PowerPoint, Investments, Strategic Financial..., Financial Analysis, Social Media, Financial Modeling, Financial Planning
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Science (BS), Finance
Justin Yip's UBS Experience 2013 - Present
Job Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS 2013 - Present
Stifel Financial Corp. 2013 - 2013
TD Ameritrade 2009 - 2012
UBS 2005 - 2007
Education
Santa Clara University 2003 — 2007
Finance
UBS 2013 - Present
Stifel Financial Corp. 2013 - 2013
TD Ameritrade 2009 - 2012
UBS 2005 - 2007
Education
Santa Clara University 2003 — 2007
Finance
John McDonald's UBS Experience October 1993 - October 2000
Job Client Manager at IMS ExpertServices
Industry Legal Services
Experience
IMS ExpertServices June 2015 - Present
Merrill Lynch October 2012 - March 2014
Smart Portfolios April 2011 - April 2012
Morgan Stanley October 2000 - July 2006
UBS October 1993 - October 2000
Skills
Portfolio Management, Investments, Trading, Equities, Fixed Income, Derivatives, Asset Allocation, ETFs, Hedge Funds, Securities, Risk Management, Finance, Retirement Planning, Alternative Investments, Capital Markets, Financial Modeling, Bonds, Financial Markets, Corporate Finance, FINRA, Fixed Income Trading, Equity Trading, Futures Trading, Commodity, Bloomberg, Equity Research, Options, Hedging, Trading Systems, Currency, FX Options, • Securities License:...
Education
Seattle University 1992 — 1994
Bachelor of Arts, Business Administration
Bainbridge High 1984 — 1988
High School
IMS ExpertServices June 2015 - Present
Merrill Lynch October 2012 - March 2014
Smart Portfolios April 2011 - April 2012
Morgan Stanley October 2000 - July 2006
UBS October 1993 - October 2000
Skills
Portfolio Management, Investments, Trading, Equities, Fixed Income, Derivatives, Asset Allocation, ETFs, Hedge Funds, Securities, Risk Management, Finance, Retirement Planning, Alternative Investments, Capital Markets, Financial Modeling, Bonds, Financial Markets, Corporate Finance, FINRA, Fixed Income Trading, Equity Trading, Futures Trading, Commodity, Bloomberg, Equity Research, Options, Hedging, Trading Systems, Currency, FX Options, • Securities License:...
Education
Seattle University 1992 — 1994
Bachelor of Arts, Business Administration
Bainbridge High 1984 — 1988
High School
Cody Dutton's UBS Experience July 2014 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS July 2014 - Present
Education
Seattle Pacific University 2010 — 2014
Bachelor's Degree, Business Administration - Finance
UBS July 2014 - Present
Education
Seattle Pacific University 2010 — 2014
Bachelor's Degree, Business Administration - Finance
Frank Euvino's UBS Experience March 2001 - Present
Job VP Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS March 2001 - Present
UBS Wealth Management March 2001 - Present
Education
Seton Hall University
UBS March 2001 - Present
UBS Wealth Management March 2001 - Present
Education
Seton Hall University
Juan Penaloza's UBS Experience April 2013 - September 2014
Job Investment Product Specialist at Ocean Financial Services
Industry Financial Services
Experience
Ocean Financial Services October 2014 - Present
UBS April 2013 - September 2014
DAP December 2008 - March 2013
Lighthouse Financial Group December 2006 - December 2008
US Trading Corp November 2004 - December 2006
FIPAL Sociedad de Corretaje May 2003 - November 2004
Skills
Strategic Business..., Fixed Income, Equities, Trading, Investments, Series 7, Securities, Bloomberg, Derivatives, Hedge Funds, Investment Banking, Portfolio Management, Financial Markets, Capital Markets, Asset Allocation, Alternative Investments
Education
University of Miami - School of Business 2000 — 2003
Bachelor of Business Administration (B.B.A.), Economics
University of Miami
Bachelor of Business Administration, Economics
Seton Hall University 1999 — 2000
Ocean Financial Services October 2014 - Present
UBS April 2013 - September 2014
DAP December 2008 - March 2013
Lighthouse Financial Group December 2006 - December 2008
US Trading Corp November 2004 - December 2006
FIPAL Sociedad de Corretaje May 2003 - November 2004
Skills
Strategic Business..., Fixed Income, Equities, Trading, Investments, Series 7, Securities, Bloomberg, Derivatives, Hedge Funds, Investment Banking, Portfolio Management, Financial Markets, Capital Markets, Asset Allocation, Alternative Investments
Education
University of Miami - School of Business 2000 — 2003
Bachelor of Business Administration (B.B.A.), Economics
University of Miami
Bachelor of Business Administration, Economics
Seton Hall University 1999 — 2000
John R. Cronin's UBS Experience June 2008 - April 2009
Job President Finishline Capital Inc.
Industry Financial Services
Experience
Finishline Capital Inc. November 2012 - Present
Rodman & Renshaw May 2011 - July 2012
Hudson Securities April 2009 - May 2011
UBS June 2008 - April 2009
UBS May 2005 - June 2008
Schwab Soundview Capital Markets January 2004 - January 2005
RBC Capital Markets March 2003 - January 2004
CE UNTERBURG Tobin January 2000 - January 2003
Hambrecht & Quist January 1995 - January 2000
Lehman Brothers January 1994 - January 1995
Skills
Equities, Capital Markets, Bloomberg, Series 7, Series 63, Series 24, series55, Prime Brokerage, Securities, Trading, Equity Trading, Traders, Equity Research, Hedge Funds, Options, Electronic Trading, Derivatives, Investment Banking, Risk Management, Trading Strategies, Finance, Financial Risk, Market Making, Fixed Income, FINRA, Financial Markets, Alternative Investments, Portfolio Management, Relationship Management, Trading Systems, Investments, ETFs, Bonds, Asset Management, Equity Derivatives, Stocks, Proprietary Trading, Financial Services, Commodity, IPO, Investment Strategies, Private Equity, Funding
Education
Seton Hall University 1982 — 1986
Bachelor of Science, Finance, Graduated Magna Cum Laude - 3.8 gpa
Seton Hall University 1982 — 1986
Bachelor of Science (BS), Finance
Finishline Capital Inc. November 2012 - Present
Rodman & Renshaw May 2011 - July 2012
Hudson Securities April 2009 - May 2011
UBS June 2008 - April 2009
UBS May 2005 - June 2008
Schwab Soundview Capital Markets January 2004 - January 2005
RBC Capital Markets March 2003 - January 2004
CE UNTERBURG Tobin January 2000 - January 2003
Hambrecht & Quist January 1995 - January 2000
Lehman Brothers January 1994 - January 1995
Skills
Equities, Capital Markets, Bloomberg, Series 7, Series 63, Series 24, series55, Prime Brokerage, Securities, Trading, Equity Trading, Traders, Equity Research, Hedge Funds, Options, Electronic Trading, Derivatives, Investment Banking, Risk Management, Trading Strategies, Finance, Financial Risk, Market Making, Fixed Income, FINRA, Financial Markets, Alternative Investments, Portfolio Management, Relationship Management, Trading Systems, Investments, ETFs, Bonds, Asset Management, Equity Derivatives, Stocks, Proprietary Trading, Financial Services, Commodity, IPO, Investment Strategies, Private Equity, Funding
Education
Seton Hall University 1982 — 1986
Bachelor of Science, Finance, Graduated Magna Cum Laude - 3.8 gpa
Seton Hall University 1982 — 1986
Bachelor of Science (BS), Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.