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,
UBS List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS. You can filter them based on skills, years of employment, job, education, department, and prior employment.
UBS Salaries. You can even request information on how much does UBS pay if you want to. Learn about salaries, pros and cons of working for UBS directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
11,700 UBS employees in database. Find out everything there's to know about UBS employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Employees
Employee
Years
Job
Industry
Brian Isaacson Brian Isaacson's UBS Experience May 2001 - August 2002
Job Regional Sales ManagerCentral Region at DCIArtform
Industry Consumer Goods
Experience
DCI-Artform June 2015 - Present
JT INTERNATIONAL, USA, Inc. September 2002 - December 2014
UBS May 2001 - August 2002
Altria February 1999 - May 2001
Skills
Key Account Acquisition..., New Business Development, Consultative Sales..., Team Building, Negotiation, Team Motivation, Sales Motivation, National Account..., Key Account Management, Organizational Change..., Management, Sales Management, National Account..., Sales Execution, FMCG, Cross-functional Team..., Organizational..., Direct Sales, Sales Presentations, Strategic Negotiations, Consultative Selling, Sales Process, Strategic Planning, Project Management, Pricing, Sales Operations, Account Management, Forecasting
Education
Southern Illinois University, Carbondale 1990 — 1994
Bachelor of Science (B.S.), Marketing
DCI-Artform June 2015 - Present
JT INTERNATIONAL, USA, Inc. September 2002 - December 2014
UBS May 2001 - August 2002
Altria February 1999 - May 2001
Skills
Key Account Acquisition..., New Business Development, Consultative Sales..., Team Building, Negotiation, Team Motivation, Sales Motivation, National Account..., Key Account Management, Organizational Change..., Management, Sales Management, National Account..., Sales Execution, FMCG, Cross-functional Team..., Organizational..., Direct Sales, Sales Presentations, Strategic Negotiations, Consultative Selling, Sales Process, Strategic Planning, Project Management, Pricing, Sales Operations, Account Management, Forecasting
Education
Southern Illinois University, Carbondale 1990 — 1994
Bachelor of Science (B.S.), Marketing
Benjamin Teo Benjamin Teo's UBS Experience February 2011 - August 2011
Job DCM Origination Associate at Crédit Agricole CIB
Industry Capital Markets
Experience
Crédit Agricole CIB February 2015 - Present
Credit Agricole CIB September 2012 - January 2015
UBS February 2011 - August 2011
Sony Music Entertainment 2009 - 2009
Singapore Police Force October 2006 - August 2008
Skills
Research, Microsoft Office, Microsoft Excel, English, Risk Management, Capital Markets, Fixed Income, Strategic Planning, Project Management, Financial Reporting, Corporate Finance, Financial Analysis, Analysis, Investments
Education
University of Bath 2008 — 2012
Bsc, Business Administration
Simon Fraser University 2011 — 2011
Bachelor of Business Administration (B.B.A.), A
Island School 2002 — 2006
Crédit Agricole CIB February 2015 - Present
Credit Agricole CIB September 2012 - January 2015
UBS February 2011 - August 2011
Sony Music Entertainment 2009 - 2009
Singapore Police Force October 2006 - August 2008
Skills
Research, Microsoft Office, Microsoft Excel, English, Risk Management, Capital Markets, Fixed Income, Strategic Planning, Project Management, Financial Reporting, Corporate Finance, Financial Analysis, Analysis, Investments
Education
University of Bath 2008 — 2012
Bsc, Business Administration
Simon Fraser University 2011 — 2011
Bachelor of Business Administration (B.B.A.), A
Island School 2002 — 2006
Peter Swanton Peter Swanton's UBS Experience July 1996 - December 2001
Job
Industry Hospital & Health Care
Experience
1-800-DOCTORS, Inc. May 2010 - September 2011
Tenet Healthcare January 2009 - May 2010
Conifer Health Solutions January 2009 - May 2010
Healthcare Funding Solutions January 2006 - October 2008
MD-X Solutions 2002 - 2005
UBS July 1996 - December 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation
Education
Siena College 1992 — 1996
Bachelor's degree, Finance, General
1-800-DOCTORS, Inc. May 2010 - September 2011
Tenet Healthcare January 2009 - May 2010
Conifer Health Solutions January 2009 - May 2010
Healthcare Funding Solutions January 2006 - October 2008
MD-X Solutions 2002 - 2005
UBS July 1996 - December 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation
Education
Siena College 1992 — 1996
Bachelor's degree, Finance, General
Ashli Edwards Ashli Edwards's UBS Experience June 2013 - August 2013
Job Simmons College BSBA Candiate 16'
Industry Financial Services
Experience
Women in Public Service Project May 2014 - June 2014
UBS June 2013 - August 2013
UBS February 2012 - August 2012
JPMorgan Chase September 2007 - October 2008
Skills
Leadership, Project Management, Analysis, Research, Business Analysis, Financial Analysis, Finance, Process Improvement, Strategic Planning, Microsoft Office, Microsoft Excel
Education
Simmons College 2012 — 2016
Finance & International Relations, Sophomore
Year Up 2011 — 2012
Financial Operations
Women in Public Service Project May 2014 - June 2014
UBS June 2013 - August 2013
UBS February 2012 - August 2012
JPMorgan Chase September 2007 - October 2008
Skills
Leadership, Project Management, Analysis, Research, Business Analysis, Financial Analysis, Finance, Process Improvement, Strategic Planning, Microsoft Office, Microsoft Excel
Education
Simmons College 2012 — 2016
Finance & International Relations, Sophomore
Year Up 2011 — 2012
Financial Operations
Richard Mullo's UBS Experience June 2009 - August 2009
Job Digital Account Manager, Client Services at Meredith Corporation
Industry Online Media
Experience
Meredith Corporation July 2015 - Present
Time Inc. August 2014 - July 2015
Sunset Magazine April 2013 - August 2014
Time Inc. May 2012 - March 2013
St. Luke's-Roosevelt Hospital September 2011 - December 2012
Recovery Of Judgment October 2010 - April 2012
UBS June 2009 - August 2009
Skills
Microsoft Office, Social Media, PowerPoint, Fluent Spanish, Salesforce.com, AdRelevance, Facebook, Fathom, Bloomberg, Mac, Microsoft Word, Microsoft Excel, Spanish, Training, Research, Advertising, Digital Media, Marketing, Editing, Publishing, Online Advertising, Event Planning, Digital Marketing, Social Networking, Advertising Sales, Digital Strategy
Education
Skidmore College 2006 — 2010
Bachelor of Arts and Science, Business, Spanish, International Affairs
Chaminade High School 2002 — 2006
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Meredith Corporation July 2015 - Present
Time Inc. August 2014 - July 2015
Sunset Magazine April 2013 - August 2014
Time Inc. May 2012 - March 2013
St. Luke's-Roosevelt Hospital September 2011 - December 2012
Recovery Of Judgment October 2010 - April 2012
UBS June 2009 - August 2009
Skills
Microsoft Office, Social Media, PowerPoint, Fluent Spanish, Salesforce.com, AdRelevance, Facebook, Fathom, Bloomberg, Mac, Microsoft Word, Microsoft Excel, Spanish, Training, Research, Advertising, Digital Media, Marketing, Editing, Publishing, Online Advertising, Event Planning, Digital Marketing, Social Networking, Advertising Sales, Digital Strategy
Education
Skidmore College 2006 — 2010
Bachelor of Arts and Science, Business, Spanish, International Affairs
Chaminade High School 2002 — 2006
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Ryan Humphreys's UBS Experience May 2011 - September 2012
Job Intern Assistant at University of Louisiana at Lafayette Foundation
Industry International Affairs
Experience
University of Louisiana at Lafayette Foundation June 2015 - Present
Rouses Supermarkets April 2012 - September 2014
UBS May 2011 - September 2012
American Eagle Outfitters November 2011 - March 2012
Mac's Grocery Market July 2007 - July 2011
Skills
Customer Service, Sales, Microsoft Office, Social Media, Time Management, Microsoft Excel, Customer Satisfaction, Microsoft Word, PowerPoint, Marketing, Management, Outlook, Leadership, Data Entry, Teamwork, Access, Retail, Inventory Management, Team Leadership, Spreadsheets, Telephone Skills, Human Resources, Event Planning, Social Networking, Event Management, Strategic Planning, Team Building, Training, Public Relations, Fundraising, Operating Systems, Macroeconomics, Foreign Policy, Cash Management, Economics, Quantitative Research, Research
Education
University of Louisiana at Lafayette 2010 — 2015
International Relations and Affairs with an Economics minor, Senior
South Louisiana Community College 2013 — 2013
University of Louisiana at Lafayette Foundation June 2015 - Present
Rouses Supermarkets April 2012 - September 2014
UBS May 2011 - September 2012
American Eagle Outfitters November 2011 - March 2012
Mac's Grocery Market July 2007 - July 2011
Skills
Customer Service, Sales, Microsoft Office, Social Media, Time Management, Microsoft Excel, Customer Satisfaction, Microsoft Word, PowerPoint, Marketing, Management, Outlook, Leadership, Data Entry, Teamwork, Access, Retail, Inventory Management, Team Leadership, Spreadsheets, Telephone Skills, Human Resources, Event Planning, Social Networking, Event Management, Strategic Planning, Team Building, Training, Public Relations, Fundraising, Operating Systems, Macroeconomics, Foreign Policy, Cash Management, Economics, Quantitative Research, Research
Education
University of Louisiana at Lafayette 2010 — 2015
International Relations and Affairs with an Economics minor, Senior
South Louisiana Community College 2013 — 2013
Matt Frederick, CRPC® Matt Frederick, CRPC®'s UBS Experience February 2005 - August 2009
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company May 2014 - Present
MetLife August 2009 - April 2014
UBS February 2005 - August 2009
Merrill Lynch February 2003 - February 2005
Pioneer Investments 2001 - 2003
Prudential Securities 1995 - 2001
AXA Advisors 1990 - 1995
Skills
Retirement, Retirement Planning, Fixed Annuities, Series 7, Mutual Funds, Sales, 401k, Life Insurance, Series 63, Asset Allocation, Variable Annuities, Long-term Care
Education
Southern Methodist University 1985 — 1989
BA, Economics
Pacific Life Insurance Company May 2014 - Present
MetLife August 2009 - April 2014
UBS February 2005 - August 2009
Merrill Lynch February 2003 - February 2005
Pioneer Investments 2001 - 2003
Prudential Securities 1995 - 2001
AXA Advisors 1990 - 1995
Skills
Retirement, Retirement Planning, Fixed Annuities, Series 7, Mutual Funds, Sales, 401k, Life Insurance, Series 63, Asset Allocation, Variable Annuities, Long-term Care
Education
Southern Methodist University 1985 — 1989
BA, Economics
Jason Papaliberios Jason Papaliberios's UBS Experience June 2012 - August 2012
Job Debt Capital Markets Financial Analyst at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald July 2013 - Present
UBS June 2012 - August 2012
AlfaPeople May 2011 - August 2011
Skills
Finance, Bloomberg Terminal, CRM, PowerPoint, Microsoft Word, Bloomberg Software, ThomsonOne, Microsoft Excel, Microsoft Dynamics, Microsoft CRM, Oracle, Oracle E-Business Suite, Oracle Applications
Education
Siena College 2009 — 2013
Bachelor of Science (B.S.), Finance
Cantor Fitzgerald July 2013 - Present
UBS June 2012 - August 2012
AlfaPeople May 2011 - August 2011
Skills
Finance, Bloomberg Terminal, CRM, PowerPoint, Microsoft Word, Bloomberg Software, ThomsonOne, Microsoft Excel, Microsoft Dynamics, Microsoft CRM, Oracle, Oracle E-Business Suite, Oracle Applications
Education
Siena College 2009 — 2013
Bachelor of Science (B.S.), Finance
Paul Largo Paul Largo's UBS Experience 2000 - 2003
Job President & Founder of Freedom Capital Management LLC.
Industry Financial Services
Experience
Freedom Capital Management (FCM) January 2008 - Present
Royal Alliance Associates January 2008 - Present
Royal Alliance Associates Inc. 2003 - 2008
UBS 2000 - 2003
Prudential Securities 1997 - 2000
J.L. Danton & Associates 1995 - 1997
Education
Siena College 1991 — 1995
Bachelor of Arts (B.A.), Sociology
Freedom Capital Management (FCM) January 2008 - Present
Royal Alliance Associates January 2008 - Present
Royal Alliance Associates Inc. 2003 - 2008
UBS 2000 - 2003
Prudential Securities 1997 - 2000
J.L. Danton & Associates 1995 - 1997
Education
Siena College 1991 — 1995
Bachelor of Arts (B.A.), Sociology
Timothy O'Hare Timothy O'Hare's UBS Experience July 2006 - August 2010
Job Senior Vice President at Lazard Wealth Management, LLC
Industry Financial Services
Experience
Lazard Wealth Management,LLC August 2010 - Present
UBS July 2006 - August 2010
Bessemer Trust 2002 - 2006
Merrill Lynch September 1998 - December 2002
Skills
Wealth Management, Estate Planning, High Net Worth..., Alternative Investments, Asset Managment, Securities, Private Equity, Asset Allocation, Investments, Investment Advisory, Trust Services, Strategic Financial..., Trusts, Retirement Planning, Estate Tax Planning, Corporate Tax, Tax, Hedge Funds, Equities, Mutual Funds, Financial Advisory, Investment Management, Financial Services, Family Office, CPA, Wealth Management..., Investment Strategies, Asset Management, Financial Planning
Education
Seton Hall University 1999 — 2001
MS, Taxation
Seton Hall University 1983 — 1986
BA, Accounting
Lazard Wealth Management,LLC August 2010 - Present
UBS July 2006 - August 2010
Bessemer Trust 2002 - 2006
Merrill Lynch September 1998 - December 2002
Skills
Wealth Management, Estate Planning, High Net Worth..., Alternative Investments, Asset Managment, Securities, Private Equity, Asset Allocation, Investments, Investment Advisory, Trust Services, Strategic Financial..., Trusts, Retirement Planning, Estate Tax Planning, Corporate Tax, Tax, Hedge Funds, Equities, Mutual Funds, Financial Advisory, Investment Management, Financial Services, Family Office, CPA, Wealth Management..., Investment Strategies, Asset Management, Financial Planning
Education
Seton Hall University 1999 — 2001
MS, Taxation
Seton Hall University 1983 — 1986
BA, Accounting
Payton Fesperman Payton Fesperman's UBS Experience April 2012 - August 2012
Job Strategy Analyst I at Williams
Industry Oil & Energy
Experience
Williams July 2014 - Present
GlobalData July 2013 - July 2014
UBS April 2012 - August 2012
GT Industries of Oklahoma June 2011 - August 2011
SpiritBank May 2010 - August 2010
SpiritBank January 2009 - August 2009
Skills
PowerPoint, Market Research, Spanish, Microsoft Excel, Event Planning, Research, Access, Financial Analysis, Oil & Gas Industry, Strategic Planning, Economics, Microsoft Office, Social Networking, Natural Gas, Microsoft Word, Social Media, Public Speaking, Public Relations, Customer Service, International Business, International Relations, Midstream
Education
Southern Methodist University 2009 — 2013
B.A. Markets & Culture, Minors: Business, Economics, International Studies, Oil & Gas Financial Management
Bishop Kelley High School 2005 — 2009
Williams July 2014 - Present
GlobalData July 2013 - July 2014
UBS April 2012 - August 2012
GT Industries of Oklahoma June 2011 - August 2011
SpiritBank May 2010 - August 2010
SpiritBank January 2009 - August 2009
Skills
PowerPoint, Market Research, Spanish, Microsoft Excel, Event Planning, Research, Access, Financial Analysis, Oil & Gas Industry, Strategic Planning, Economics, Microsoft Office, Social Networking, Natural Gas, Microsoft Word, Social Media, Public Speaking, Public Relations, Customer Service, International Business, International Relations, Midstream
Education
Southern Methodist University 2009 — 2013
B.A. Markets & Culture, Minors: Business, Economics, International Studies, Oil & Gas Financial Management
Bishop Kelley High School 2005 — 2009
David Dietrich's UBS Experience June 2013 - Present
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS June 2013 - Present
Skills
Estate Planning, Financial Planners, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Asset Allocation, Fixed Annuities, IRAs, Retirement, 401k, Investment Strategies, Financial Advisory, Customer Service, Finance, Strategic Planning, Financial Planning, Management
Education
Sonoma State University 2004 — 2006
Bachelor's degree, Mass Communication/Media Studies
UBS June 2013 - Present
Skills
Estate Planning, Financial Planners, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Asset Allocation, Fixed Annuities, IRAs, Retirement, 401k, Investment Strategies, Financial Advisory, Customer Service, Finance, Strategic Planning, Financial Planning, Management
Education
Sonoma State University 2004 — 2006
Bachelor's degree, Mass Communication/Media Studies
Rick Lima's UBS Experience December 2011 - Present
Job Vice PresidentInvestments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS December 2011 - Present
Smith Barney 2007 - 2011
Education
The University of Dallas 2000 — 2002
MBA, Corporate Finance
Southern Methodist University 1990 — 1994
BS, Economics
Catholic High School
UBS December 2011 - Present
Smith Barney 2007 - 2011
Education
The University of Dallas 2000 — 2002
MBA, Corporate Finance
Southern Methodist University 1990 — 1994
BS, Economics
Catholic High School
Jack Ruh Jack Ruh's UBS Experience October 2014 - Present
Job Intern at UBS
Industry
Experience
UBS October 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Advertising, Microsoft Office, PowerPoint, Social Media, Public Speaking, Research, Teamwork, Finance, Photoshop, Leadership, Event Planning
Education
Southern Methodist University 2013 — 2017
Accounting, Sophomore
UBS October 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Advertising, Microsoft Office, PowerPoint, Social Media, Public Speaking, Research, Teamwork, Finance, Photoshop, Leadership, Event Planning
Education
Southern Methodist University 2013 — 2017
Accounting, Sophomore
Blair duQuesnay, CFA, CFP® Blair duQuesnay, CFA, CFP®'s UBS Experience June 2004 - April 2009
Job Principal and Chief Investment Officer
Industry Financial Services
Experience
ThirtyNorth Investments, LLC July 2013 - Present
Ignite Investments and Planning February 2013 - July 2013
Ferro Financial, LLC January 2011 - February 2013
Wealthstream Advisors, Inc. July 2009 - December 2010
UBS June 2004 - April 2009
Education
University of Georgia - Terry College of Business 2002 — 2004
BBA
Southern Methodist University 2000 — 2002
BFA
ThirtyNorth Investments, LLC July 2013 - Present
Ignite Investments and Planning February 2013 - July 2013
Ferro Financial, LLC January 2011 - February 2013
Wealthstream Advisors, Inc. July 2009 - December 2010
UBS June 2004 - April 2009
Education
University of Georgia - Terry College of Business 2002 — 2004
BBA
Southern Methodist University 2000 — 2002
BFA
John McConville's UBS Experience August 2012 - March 2013
Job Consultant at Asimut Technology Solutions, Inc.
Industry Financial Services
Experience
Asimut Technology Solutions, Inc. January 2015 - Present
ParenteBeard LLC October 2013 - April 2014
Elizabeth Adams CPA March 2013 - June 2013
UBS August 2012 - March 2013
Skills
Business Analysis, Project Management, SDLC, PMO, Risk Management, Financial Modeling, Time Management, Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, Financial Analysis, Teamwork, Analysis, Strategy, IT Strategy, Finance, Management Consulting, Process Improvement, Business Process Design, Relationship Management
Education
Southern Methodist University 2010 — 2013
Bachelor of Business Administration (BBA), Financial Consulting, Economics with Finance Applications
Asimut Technology Solutions, Inc. January 2015 - Present
ParenteBeard LLC October 2013 - April 2014
Elizabeth Adams CPA March 2013 - June 2013
UBS August 2012 - March 2013
Skills
Business Analysis, Project Management, SDLC, PMO, Risk Management, Financial Modeling, Time Management, Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, Financial Analysis, Teamwork, Analysis, Strategy, IT Strategy, Finance, Management Consulting, Process Improvement, Business Process Design, Relationship Management
Education
Southern Methodist University 2010 — 2013
Bachelor of Business Administration (BBA), Financial Consulting, Economics with Finance Applications
Derek Jett's UBS Experience January 2001 - November 2009
Job First Vice President Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors, LLC November 2009 - Present
UBS January 2001 - November 2009
PDI 2003 - 2008
Merrill Lynch May 1998 - January 2001
Budget Cardio & Strength January 1992 - January 2001
Skills
Investments, Asset Allocation, Finance, Financial Advisory, Retirement Planning, Customer Service, Mutual Funds, 401k, Uniform Combined State..., Alternative Investments, Securities, Wealth, Retirement, ETFs, Investing, Strategic Investment...
Education
Southern Methodist University 1984 — 1988
Business
Southern Methodist University - Cox School of Business 1984 — 1988
BBA
Coppell High School 1980 — 1984
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors, LLC November 2009 - Present
UBS January 2001 - November 2009
PDI 2003 - 2008
Merrill Lynch May 1998 - January 2001
Budget Cardio & Strength January 1992 - January 2001
Skills
Investments, Asset Allocation, Finance, Financial Advisory, Retirement Planning, Customer Service, Mutual Funds, 401k, Uniform Combined State..., Alternative Investments, Securities, Wealth, Retirement, ETFs, Investing, Strategic Investment...
Education
Southern Methodist University 1984 — 1988
Business
Southern Methodist University - Cox School of Business 1984 — 1988
BBA
Coppell High School 1980 — 1984
Neil Cato's UBS Experience March 2015 - Present
Job Wealth Management Intern at UBS
Industry Financial Services
Experience
UBS March 2015 - Present
Vanguard Veterinary Associates February 2011 - August 2014
Holy Cow LLC -Lord Nut Levington May 2014 - July 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Teamwork, Windows, Time Management, Oral Communication, Written Communication, Finance
Education
Southern Methodist University - Cox School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Southern Methodist University
UBS March 2015 - Present
Vanguard Veterinary Associates February 2011 - August 2014
Holy Cow LLC -Lord Nut Levington May 2014 - July 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Teamwork, Windows, Time Management, Oral Communication, Written Communication, Finance
Education
Southern Methodist University - Cox School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Southern Methodist University
Robby Bonvillain's UBS Experience July 2007 - May 2010
Job Finance Manager at Capitol Ultrasonics
Industry Oil & Energy
Experience
Capitol Ultrasonics LLC. January 2011 - Present
State Farm May 2010 - January 2011
UBS July 2007 - May 2010
Skills
Human Resources, Management, Strategic Planning, Risk Management, Financial Analysis, Microsoft Office, Contract Negotiation, Series 6, Accounting, Change Management, Analysis, Finance, Auditing, Process Improvement, Business Development, Operations Management, Project Planning, Business Strategy, Forecasting, Mergers & Acquisitions, Budgets, Inspection, Gas, Pipelines, Supervisory Skills, Petrochemical, Petroleum
Education
Southeastern Louisiana University 2006 — 2010
Bachelor of Science (B.S.), Finance/Business Management
Capitol Ultrasonics LLC. January 2011 - Present
State Farm May 2010 - January 2011
UBS July 2007 - May 2010
Skills
Human Resources, Management, Strategic Planning, Risk Management, Financial Analysis, Microsoft Office, Contract Negotiation, Series 6, Accounting, Change Management, Analysis, Finance, Auditing, Process Improvement, Business Development, Operations Management, Project Planning, Business Strategy, Forecasting, Mergers & Acquisitions, Budgets, Inspection, Gas, Pipelines, Supervisory Skills, Petrochemical, Petroleum
Education
Southeastern Louisiana University 2006 — 2010
Bachelor of Science (B.S.), Finance/Business Management
Jeanna Montes Jeanna Montes's UBS Experience 2004 - 2007
Job JMG Wealth Management Group
Industry Financial Services
Experience
JMG Wealth Managment Group 2012 - Present
Morgan Stanley 2007 - 2010
UBS 2004 - 2007
National Planning Corporation 2001 - 2004
Cache Creek Casino Resort 1994 - 2001
Education
California State Hayward 1999 — 2001
Bachelor of Science (B.S.) Degree Business Administration, Business Finance
Solano Community College 1996 — 1999
Associate Degree in Business Administration and Liberal Arts
Esparto
JMG Wealth Managment Group 2012 - Present
Morgan Stanley 2007 - 2010
UBS 2004 - 2007
National Planning Corporation 2001 - 2004
Cache Creek Casino Resort 1994 - 2001
Education
California State Hayward 1999 — 2001
Bachelor of Science (B.S.) Degree Business Administration, Business Finance
Solano Community College 1996 — 1999
Associate Degree in Business Administration and Liberal Arts
Esparto
Jerrod Brown Jerrod Brown's UBS Experience September 2011 - July 2012
Job Operations Manager at HTG Capital Partners, LLC
Industry Financial Services
Experience
HTG Capital Partners, LLC July 2012 - Present
UBS September 2011 - July 2012
Yellowstone Club June 2008 - July 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Social Media, Microsoft Word, Public Speaking, Editing, Customer Service, Investments
Education
Sewanee-The University of the South
B.A., Economics
HTG Capital Partners, LLC July 2012 - Present
UBS September 2011 - July 2012
Yellowstone Club June 2008 - July 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Social Media, Microsoft Word, Public Speaking, Editing, Customer Service, Investments
Education
Sewanee-The University of the South
B.A., Economics
Derek Vance Derek Vance's UBS Experience January 2014 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS January 2014 - Present
Thrivent Financial for Lutherans September 2012 - January 2014
KeyBank October 2011 - September 2012
Fifth Third Securities February 2009 - June 2010
Smith Barney November 2005 - January 2009
Skills
Finance, Retirement Planning, Series 7, Investment Advisory, Retirement, Series 63, Series 65, Asset Allocation, Wealth Management..., Investment Strategies, Strategic Financial..., Series 31
Education
Wright State University 2003 — 2005
Bachelor's degree, Organizational Leadership
Sinclair Community College 2000 — 2003
Associate's degree, Communication, General
UBS January 2014 - Present
Thrivent Financial for Lutherans September 2012 - January 2014
KeyBank October 2011 - September 2012
Fifth Third Securities February 2009 - June 2010
Smith Barney November 2005 - January 2009
Skills
Finance, Retirement Planning, Series 7, Investment Advisory, Retirement, Series 63, Series 65, Asset Allocation, Wealth Management..., Investment Strategies, Strategic Financial..., Series 31
Education
Wright State University 2003 — 2005
Bachelor's degree, Organizational Leadership
Sinclair Community College 2000 — 2003
Associate's degree, Communication, General
Patrick L. Parker Patrick L. Parker's UBS Experience July 2011 - Present
Job Head of Government RelationsLegal, Americas at UBS
Industry Financial Services
Experience
UBS July 2011 - Present
UBS Investment Bank July 2008 - July 2011
Merrill Lynch September 2006 - June 2008
Clifford Chance US LLP October 2001 - April 2006
U.S. District Court for the Eastern District of New York September 2000 - September 2001
Connecticut Appellate Court June 1999 - July 2000
Education
Northeastern University School of Law
Juris Doctor (JD)
Southern Connecticut State University
Bachelor of Science (BS), Journalism
UBS July 2011 - Present
UBS Investment Bank July 2008 - July 2011
Merrill Lynch September 2006 - June 2008
Clifford Chance US LLP October 2001 - April 2006
U.S. District Court for the Eastern District of New York September 2000 - September 2001
Connecticut Appellate Court June 1999 - July 2000
Education
Northeastern University School of Law
Juris Doctor (JD)
Southern Connecticut State University
Bachelor of Science (BS), Journalism
David Slight's UBS Experience 1991 - 1995
Job Drives change, value & outcomes, faster.
Industry Management Consulting
Experience
Quora Consulting October 2014 - Present
Independent Consultant September 2014 - Present
Microsoft October 2012 - August 2014
Microsoft March 2011 - November 2012
Microsoft April 1996 - April 2011
UBS 1991 - 1995
Acorn Computers Ltd 1987 - 1991
Skills
Ski Instructor, CSIA Level 1, Management Consulting, Adoption, Social Computing, Governance, Business Alignment, Change Management, IT Governance, Business Strategy, Enterprise Architecture, SharePoint, IT Strategy, Strategy, Product Management, Enterprise Software, IT Service Management, Business Intelligence, Microsoft Technologies, Consulting, Agile Methodologies, Cloud Computing, Software Development, Pre-sales, Business Transformation, SOA, Integration, Business Process, Solution Architecture, Program Management, Project Portfolio..., Software Project..., SaaS, Big Data, TOGAF, ITIL, Business Analysis, Architecture, Professional Services, Requirements Analysis, PMO, Business Process..., Business Architecture, IT Management, Agile Project Management, Architectures
Education
Simon Fraser University 1983 — 1987
BSc (Hons), Mathematics
Richmond School, Yorkshire, UK 1966 — 1972
Quora Consulting October 2014 - Present
Independent Consultant September 2014 - Present
Microsoft October 2012 - August 2014
Microsoft March 2011 - November 2012
Microsoft April 1996 - April 2011
UBS 1991 - 1995
Acorn Computers Ltd 1987 - 1991
Skills
Ski Instructor, CSIA Level 1, Management Consulting, Adoption, Social Computing, Governance, Business Alignment, Change Management, IT Governance, Business Strategy, Enterprise Architecture, SharePoint, IT Strategy, Strategy, Product Management, Enterprise Software, IT Service Management, Business Intelligence, Microsoft Technologies, Consulting, Agile Methodologies, Cloud Computing, Software Development, Pre-sales, Business Transformation, SOA, Integration, Business Process, Solution Architecture, Program Management, Project Portfolio..., Software Project..., SaaS, Big Data, TOGAF, ITIL, Business Analysis, Architecture, Professional Services, Requirements Analysis, PMO, Business Process..., Business Architecture, IT Management, Agile Project Management, Architectures
Education
Simon Fraser University 1983 — 1987
BSc (Hons), Mathematics
Richmond School, Yorkshire, UK 1966 — 1972
Dan Ater Dan Ater's UBS Experience September 1998 - May 2002
Job Territory Sales Leader at State Farm
Industry Insurance
Experience
State Farm April 2013 - Present
State Farm Insurance September 2008 - April 2013
State Farm Insurance August 2006 - September 2008
State Farm Insurance May 2002 - November 2005
UBS September 1998 - May 2002
Skills
Disability Insurance, Insurance, Life Insurance, Property & Casualty..., Fixed Annuities, Term Life Insurance, Health Insurance, Long-term Care, Commercial Insurance, Retirement Planning, Whole Life, Umbrella Insurance, Universal Life, Financial Services, Leadership, Strategic Financial..., Banking, Financial Planning, Homeowners, Small Business
Education
The American College 2010 — 2012
CLU, ChFC, CASL, Finance and Financial Management Services
Southeastern Louisiana University 2003 — 2005
Masters of Business Administration, Business
University of Louisiana at Lafayette 1994 — 1998
Bachelor of Science, Finance
State Farm April 2013 - Present
State Farm Insurance September 2008 - April 2013
State Farm Insurance August 2006 - September 2008
State Farm Insurance May 2002 - November 2005
UBS September 1998 - May 2002
Skills
Disability Insurance, Insurance, Life Insurance, Property & Casualty..., Fixed Annuities, Term Life Insurance, Health Insurance, Long-term Care, Commercial Insurance, Retirement Planning, Whole Life, Umbrella Insurance, Universal Life, Financial Services, Leadership, Strategic Financial..., Banking, Financial Planning, Homeowners, Small Business
Education
The American College 2010 — 2012
CLU, ChFC, CASL, Finance and Financial Management Services
Southeastern Louisiana University 2003 — 2005
Masters of Business Administration, Business
University of Louisiana at Lafayette 1994 — 1998
Bachelor of Science, Finance
Yikai Zhang Yikai Zhang's UBS Experience January 2010 - January 2010
Job Experienced Accoutant
Industry Accounting
Experience
Hua Gao CPA LLC November 2014 - Present
Lucky Moving Inc May 2012 - November 2014
Nokia Siemens Networks March 2010 - June 2010
UBS January 2010 - January 2010
Skills
Quickbooks, Excel, Accounting, Microsoft Office, Mandarin, Windows, SAP, Visio, SPSS
Education
University of Texas at Dallas - Naveen Jindal School of Management 2010 — 2012
MS, Accounting
Shanghai Normal University 2006 — 2010
BS, Psychology
Hua Gao CPA LLC November 2014 - Present
Lucky Moving Inc May 2012 - November 2014
Nokia Siemens Networks March 2010 - June 2010
UBS January 2010 - January 2010
Skills
Quickbooks, Excel, Accounting, Microsoft Office, Mandarin, Windows, SAP, Visio, SPSS
Education
University of Texas at Dallas - Naveen Jindal School of Management 2010 — 2012
MS, Accounting
Shanghai Normal University 2006 — 2010
BS, Psychology
Demetrius Menge's UBS Experience 2014 - Present
Job Vice President of Business Development and Corporate Strategy
Industry Financial Services
Experience
UBS 2014 - Present
Dejome Enterprises 2013 - 2014
Lone Star Funds 2009 - 2013
Goldman Sachs 2006 - 2009
Dell, Inc. 2005 - 2006
Skills
Portfolio Management, Due Diligence, Asset Management, Valuation, Investments, Mergers & Acquisitions, Financial Services, Financial Analysis, Credit, Financial Modeling, Private Equity, Risk Management, Corporate Finance, Business Development, Start-ups, Mortgage Lending, Fixed Income, Banking, Financial Structuring, Business Strategy, Alternative Investments, Capital Markets, Structured Finance, Loan Origination, Business Planning, Loans, Equities, Residential Mortgages, PowerPoint, Mortgage Servicing, Hedge Funds, Real Estate, Acquisitions, MBS, Securitization, Executive Management, Research, Travel, Investment Banking, Investor Relations, Wealth Management, Rating Agency Relations, Hotels, PWM, Entrepreneurship, Scripting, E-commerce, Business Travel, Concierge Services, Credit Cards
Education
Southern Methodist University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Southern Methodist University 2000 — 2004
Bachelor of Arts (B.A.), Economics
UBS 2014 - Present
Dejome Enterprises 2013 - 2014
Lone Star Funds 2009 - 2013
Goldman Sachs 2006 - 2009
Dell, Inc. 2005 - 2006
Skills
Portfolio Management, Due Diligence, Asset Management, Valuation, Investments, Mergers & Acquisitions, Financial Services, Financial Analysis, Credit, Financial Modeling, Private Equity, Risk Management, Corporate Finance, Business Development, Start-ups, Mortgage Lending, Fixed Income, Banking, Financial Structuring, Business Strategy, Alternative Investments, Capital Markets, Structured Finance, Loan Origination, Business Planning, Loans, Equities, Residential Mortgages, PowerPoint, Mortgage Servicing, Hedge Funds, Real Estate, Acquisitions, MBS, Securitization, Executive Management, Research, Travel, Investment Banking, Investor Relations, Wealth Management, Rating Agency Relations, Hotels, PWM, Entrepreneurship, Scripting, E-commerce, Business Travel, Concierge Services, Credit Cards
Education
Southern Methodist University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Southern Methodist University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Veronica Pine CFP® ChFC® Veronica Pine CFP® ChFC®'s UBS Experience October 2004 - April 2010
Job CVP Planning Case Consultant
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
USAA February 2013 - March 2014
Patriot Financial May 2010 - December 2012
UBS October 2004 - April 2010
Merrill Lynch June 2000 - September 2004
Wachovia Securities September 1995 - April 2000
Skills
Stress Management, Real Estate, Real Estate Transactions, Strategic Planning, Estate Planning, Retirement Planning, Life Insurance, New Business Development, Finance, Financial Analysis, Investments, Securities, Wealth, Portfolio Management, Retirement
Education
Siena College 1991 — 1995
Bachelor of Science, Economics
Institute for Integrative Nutrition
Certified Holistic Health Coach, Health Coaching
New York Life Insurance Company May 2014 - Present
USAA February 2013 - March 2014
Patriot Financial May 2010 - December 2012
UBS October 2004 - April 2010
Merrill Lynch June 2000 - September 2004
Wachovia Securities September 1995 - April 2000
Skills
Stress Management, Real Estate, Real Estate Transactions, Strategic Planning, Estate Planning, Retirement Planning, Life Insurance, New Business Development, Finance, Financial Analysis, Investments, Securities, Wealth, Portfolio Management, Retirement
Education
Siena College 1991 — 1995
Bachelor of Science, Economics
Institute for Integrative Nutrition
Certified Holistic Health Coach, Health Coaching
Marc Rosenbaum Marc Rosenbaum's UBS Experience June 2000 - September 2002
Job
Industry Information Technology and Services
Experience
Paydiant December 2013 - Present
Verivo January 2013 - December 2013
Verivo 2010 - 2012
Verivo 2005 - 2010
Verivo 2002 - 2005
UBS June 2000 - September 2002
Skills
Mobile Technology, Professional Services, Sales Engineering, Pre-sales, Product Marketing, Enterprise Mobility
Education
Skidmore College 1996 — 2000
B.A., Music, Computer Science
Paydiant December 2013 - Present
Verivo January 2013 - December 2013
Verivo 2010 - 2012
Verivo 2005 - 2010
Verivo 2002 - 2005
UBS June 2000 - September 2002
Skills
Mobile Technology, Professional Services, Sales Engineering, Pre-sales, Product Marketing, Enterprise Mobility
Education
Skidmore College 1996 — 2000
B.A., Music, Computer Science
Melissa (Sojda) McKeon Melissa (Sojda) McKeon's UBS Experience November 2007 - August 2010
Job Associate Director at Fordham Law
Industry Financial Services
Experience
Fordham Law School January 2011 - Present
UBS November 2007 - August 2010
Stevens Institute of Technology July 2003 - November 2007
Kobrand C August 2001 - July 2003
Education
Siena College 1996 — 2000
Fordham Law School January 2011 - Present
UBS November 2007 - August 2010
Stevens Institute of Technology July 2003 - November 2007
Kobrand C August 2001 - July 2003
Education
Siena College 1996 — 2000
Safia Dandia Safia Dandia's UBS Experience June 2014 - August 2014
Job Wealth Management Analyst at UBS Financial Services
Industry Financial Services
Experience
UBS June 2014 - August 2014
University Life & Services Office December 2012 - April 2014
Singapore Institute of Management May 2013 - July 2013
SNY Neurosurgical Group, P.C. May 2010 - September 2011
Environmental Neuropsychology Lab at Binghamton University May 2011 - August 2011
Skills
Marketing Research, Social Media Marketing, Public Relations, Leadership, Team Building, Time Management, Data Analysis, Social Networking, Research, Access, Microsoft Excel, Social Media, Market Research, Marketing, Business Planning, PowerPoint, Microsoft Office
Education
State University of New York at Buffalo 2011 — 2015
Bachelor of Science (BS), Business Administration, Marketing and Finance
Singapore Institute of Management
UBS June 2014 - August 2014
University Life & Services Office December 2012 - April 2014
Singapore Institute of Management May 2013 - July 2013
SNY Neurosurgical Group, P.C. May 2010 - September 2011
Environmental Neuropsychology Lab at Binghamton University May 2011 - August 2011
Skills
Marketing Research, Social Media Marketing, Public Relations, Leadership, Team Building, Time Management, Data Analysis, Social Networking, Research, Access, Microsoft Excel, Social Media, Market Research, Marketing, Business Planning, PowerPoint, Microsoft Office
Education
State University of New York at Buffalo 2011 — 2015
Bachelor of Science (BS), Business Administration, Marketing and Finance
Singapore Institute of Management
Dina Asma Dina Asma's UBS Experience November 2013 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS November 2013 - Present
Education
Sotheby's Institute of the Arts 2006 — 2009
Master's degree, Art Business
Sewanee-The University of the South 2002 — 2006
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
UBS November 2013 - Present
Education
Sotheby's Institute of the Arts 2006 — 2009
Master's degree, Art Business
Sewanee-The University of the South 2002 — 2006
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
James D. Madden James D. Madden's UBS Experience August 1997 - Present
Job UBS Financial Services Wealth Advisor
Industry Financial Services
Experience
UBS August 1997 - Present
UBS Financial Services Inc. August 1997 - Present
Education
Southern Methodist University 1976 — 1978
Master of Business Administration (MBA), Finance, General
Southern Methodist University 1970 — 1974
BBA, Finance, General
UBS August 1997 - Present
UBS Financial Services Inc. August 1997 - Present
Education
Southern Methodist University 1976 — 1978
Master of Business Administration (MBA), Finance, General
Southern Methodist University 1970 — 1974
BBA, Finance, General
Daryl Lipkin, CRPC® Daryl Lipkin, CRPC®'s UBS Experience November 2012 - Present
Job The Shenkler Lipkin Group, Account Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS November 2012 - Present
Merrill Lynch August 2008 - November 2012
Merrill Lynch April 2006 - August 2008
Merrill Lynch July 2004 - April 2006
Merrill Lynch May 2003 - July 2004
Merrill Lynch April 2002 - May 2003
Skills
Series 7, Series 66
Education
Southern Methodist University - Cox School of Business 1992 — 1995
MBA, Business
The University of Texas at Austin 1986 — 1990
BBA, Finance and Real Estate
UBS November 2012 - Present
Merrill Lynch August 2008 - November 2012
Merrill Lynch April 2006 - August 2008
Merrill Lynch July 2004 - April 2006
Merrill Lynch May 2003 - July 2004
Merrill Lynch April 2002 - May 2003
Skills
Series 7, Series 66
Education
Southern Methodist University - Cox School of Business 1992 — 1995
MBA, Business
The University of Texas at Austin 1986 — 1990
BBA, Finance and Real Estate
Edward Moran Edward Moran's UBS Experience January 2000 - January 2002
Job Sales Representative at Paychex
Industry Human Resources
Experience
Paychex August 2012 - Present
AT&T March 2011 - August 2012
Hearst Media Services May 2010 - March 2011
Citysearch May 2009 - May 2010
Dex Media March 2006 - June 2008
Verizon Information Services January 2003 - February 2005
UBS January 2000 - January 2002
Morgan Stanley July 1997 - January 2000
Lebenthal and Company May 1991 - July 1997
Skills
Google Adwords..., Google Analytics, Google Adwords, SEO, Social Media Marketing, CRM, PPC, Cold Calling, Online Marketing, Advertising, SEM, Account Management, Social Media, Sales, Strategy, Online Advertising, Marketing, Selling, Salesforce.com, Lead Generation, New Business Development
Education
Southern Connecticut State University 1988 — 1992
Economics
Paychex August 2012 - Present
AT&T March 2011 - August 2012
Hearst Media Services May 2010 - March 2011
Citysearch May 2009 - May 2010
Dex Media March 2006 - June 2008
Verizon Information Services January 2003 - February 2005
UBS January 2000 - January 2002
Morgan Stanley July 1997 - January 2000
Lebenthal and Company May 1991 - July 1997
Skills
Google Adwords..., Google Analytics, Google Adwords, SEO, Social Media Marketing, CRM, PPC, Cold Calling, Online Marketing, Advertising, SEM, Account Management, Social Media, Sales, Strategy, Online Advertising, Marketing, Selling, Salesforce.com, Lead Generation, New Business Development
Education
Southern Connecticut State University 1988 — 1992
Economics
Liz Richardson Cantrell's UBS Experience September 2012 - November 2014
Job Executive Recruiter at Aetna
Industry Financial Services
Experience
Aetna August 2015 - Present
BlackRock March 2015 - Present
UBS September 2012 - November 2014
BlueStar Search Partners January 2007 - September 2012
Richardson Consulting January 2002 - December 2006
J.H. McCann & Co 2002 - 2003
KORN FERRY INTERNATIONAL January 1999 - December 2002
IBM/ROLM January 1987 - December 1991
Merrill Lynch January 1983 - January 1987
Skills
Hedge Funds, Prime Brokerage, Capital Markets, Investor Relations, Portfolio Management, Buy-side, Sell Side, Equities, Asset Management, Fixed Income, Alternative Investments, Fund Of Funds, Private Equity, Investments, Derivatives, Securities Lending, Asset Allocation, Investment Banking, Mutual Funds, Equity Research, Trading, Fund Administration, Valuation, Structured Products, Investment Strategies, Financial Markets, Securities, Capital Introduction, Global Macro, Investment Advisory, Asset, IPO, Venture Capital, Bonds, Managed Futures, Corporate Finance, Institutional Investors, ISDA, Equity Swaps, Structured Finance, Risk Management, Pension Funds, Securitization, Middle Office, Debt, Wealth Management, Equity Capital Markets, Loans, Credit, Compliance
Education
Skidmore College
BA, Sociology
Aetna August 2015 - Present
BlackRock March 2015 - Present
UBS September 2012 - November 2014
BlueStar Search Partners January 2007 - September 2012
Richardson Consulting January 2002 - December 2006
J.H. McCann & Co 2002 - 2003
KORN FERRY INTERNATIONAL January 1999 - December 2002
IBM/ROLM January 1987 - December 1991
Merrill Lynch January 1983 - January 1987
Skills
Hedge Funds, Prime Brokerage, Capital Markets, Investor Relations, Portfolio Management, Buy-side, Sell Side, Equities, Asset Management, Fixed Income, Alternative Investments, Fund Of Funds, Private Equity, Investments, Derivatives, Securities Lending, Asset Allocation, Investment Banking, Mutual Funds, Equity Research, Trading, Fund Administration, Valuation, Structured Products, Investment Strategies, Financial Markets, Securities, Capital Introduction, Global Macro, Investment Advisory, Asset, IPO, Venture Capital, Bonds, Managed Futures, Corporate Finance, Institutional Investors, ISDA, Equity Swaps, Structured Finance, Risk Management, Pension Funds, Securitization, Middle Office, Debt, Wealth Management, Equity Capital Markets, Loans, Credit, Compliance
Education
Skidmore College
BA, Sociology
Andrew Marquardt Andrew Marquardt's UBS Experience March 2003 - April 2004
Job Managing Director at BlackRock
Industry Investment Banking
Experience
BlackRock March 2015 - Present
Evercore Partners September 2010 - October 2014
Macquarie Capital Partners December 2009 - June 2010
Fox-Pitt, Kelton September 2005 - December 2009
Banc of America Securities April 2004 - September 2005
UBS March 2003 - April 2004
Salomon Smith Barney March 2002 - March 2003
UBS October 2000 - March 2002
Lehman Brothers November 1999 - October 2000
Federal Reserve Bank of New York June 1997 - November 1999
Education
Skidmore College 1993 — 1997
Bachelor's degree, Economics
BlackRock March 2015 - Present
Evercore Partners September 2010 - October 2014
Macquarie Capital Partners December 2009 - June 2010
Fox-Pitt, Kelton September 2005 - December 2009
Banc of America Securities April 2004 - September 2005
UBS March 2003 - April 2004
Salomon Smith Barney March 2002 - March 2003
UBS October 2000 - March 2002
Lehman Brothers November 1999 - October 2000
Federal Reserve Bank of New York June 1997 - November 1999
Education
Skidmore College 1993 — 1997
Bachelor's degree, Economics
Eric Shute Eric Shute's UBS Experience October 2013 - Present
Job UBS Private Wealth Management
Industry Financial Services
Experience
UBS October 2013 - Present
Bank of America June 2010 - August 2012
Wealth and Investment Management at Barclays June 2009 - August 2009
Lee and Associates June 2008 - September 2008
Education
Southern Methodist University 2012 — 2013
Master's degree, Accounting
Southern Methodist University 2006 — 2010
Bachelor's degree, Accounting and Finance
UBS October 2013 - Present
Bank of America June 2010 - August 2012
Wealth and Investment Management at Barclays June 2009 - August 2009
Lee and Associates June 2008 - September 2008
Education
Southern Methodist University 2012 — 2013
Master's degree, Accounting
Southern Methodist University 2006 — 2010
Bachelor's degree, Accounting and Finance
Donato Lalla's UBS Experience May 2010 - July 2011
Job Director, Service Management at Agio
Industry Information Technology and Services
Experience
Agio January 2015 - Present
Agio July 2011 - December 2014
UBS May 2010 - July 2011
Chelsea Technologies June 2007 - February 2010
Brooks Brothers March 2005 - June 2007
Avon July 2004 - March 2005
Skills
IT Management, Vendor Management, IT Operations, Disaster Recovery, Business Continuity, IT Service Management, VMware, Virtualization, Active Directory, Microsoft Exchange, Citrix, Windows Server, Infrastructure, Technical Support, Networking, Cloud Computing, Data Center, Troubleshooting, Servers, VMware Infrastructure, DNS, System Deployment, VMware ESX, Blackberry Enterprise..., ITIL, System Administration, Windows, Security, Enterprise Architecture, Group Policy, Integration, Visio, Computer Hardware, Network Security, Storage Area Networks, Network Administration, Information Technology, Storage, Hardware, Network Design, IT Strategy, HP, Managed Services, Server Architecture, Microsoft Certified..., Cisco Technologies, Firewalls, Windows 7
Education
Siena College 1999 — 2003
Bachelor Of Science, Computer Science
Agio January 2015 - Present
Agio July 2011 - December 2014
UBS May 2010 - July 2011
Chelsea Technologies June 2007 - February 2010
Brooks Brothers March 2005 - June 2007
Avon July 2004 - March 2005
Skills
IT Management, Vendor Management, IT Operations, Disaster Recovery, Business Continuity, IT Service Management, VMware, Virtualization, Active Directory, Microsoft Exchange, Citrix, Windows Server, Infrastructure, Technical Support, Networking, Cloud Computing, Data Center, Troubleshooting, Servers, VMware Infrastructure, DNS, System Deployment, VMware ESX, Blackberry Enterprise..., ITIL, System Administration, Windows, Security, Enterprise Architecture, Group Policy, Integration, Visio, Computer Hardware, Network Security, Storage Area Networks, Network Administration, Information Technology, Storage, Hardware, Network Design, IT Strategy, HP, Managed Services, Server Architecture, Microsoft Certified..., Cisco Technologies, Firewalls, Windows 7
Education
Siena College 1999 — 2003
Bachelor Of Science, Computer Science
Kurt Schlesinger Kurt Schlesinger's UBS Experience April 1999 - April 2003
Job Financial Advisor at The Investment Center, Inc.
Industry Financial Services
Experience
The Investment Center, Inc. March 2009 - Present
Morgan Stanley Smith Barney April 2003 - March 2009
UBS April 1999 - April 2003
David Lerner Associates, inc. July 1991 - April 1999
Skills
Finance, Retirement Planning, Wealth Management, Investment Advisory, Retirement, Fixed Annuities, Series 65, Mutual Funds, Securities, Asset Allocation, Series 7, Estate Planning, Investments, Saving for Education, 401k Rollovers, 529 Plans, IRAs, College Savings Plans, Annuities, Life Insurance, Long Term Care Insurance, Bonds, CD`s, Social Security Planning
Education
Southern Connecticut State University
The American College
Chartered Financial Consultant Designation ChFC
The Investment Center, Inc. March 2009 - Present
Morgan Stanley Smith Barney April 2003 - March 2009
UBS April 1999 - April 2003
David Lerner Associates, inc. July 1991 - April 1999
Skills
Finance, Retirement Planning, Wealth Management, Investment Advisory, Retirement, Fixed Annuities, Series 65, Mutual Funds, Securities, Asset Allocation, Series 7, Estate Planning, Investments, Saving for Education, 401k Rollovers, 529 Plans, IRAs, College Savings Plans, Annuities, Life Insurance, Long Term Care Insurance, Bonds, CD`s, Social Security Planning
Education
Southern Connecticut State University
The American College
Chartered Financial Consultant Designation ChFC
David Glover David Glover's UBS Experience May 2010 - May 2012
Job Commodity Risk Manager at Newfield Exploration
Industry Oil & Energy
Experience
Newfield Exploration May 2012 - Present
UBS May 2010 - May 2012
Fortis Energy Marketing & Trading February 2004 - May 2010
Strategic Clean Energy April 2003 - December 2003
The Williams Company November 2001 - July 2002
Texaco May 2000 - October 2001
Statoil Energy USA October 1998 - January 2000
Enron January 1992 - October 1998
Transco Energy January 1990 - January 1992
Shell Oil Company September 1985 - January 1990
Skills
Energy, Derivatives, Hedging, Gas, Risk Management, Commodities, Strategic Planning, Natural Gas, Financial Analysis, Business Strategy, Business Planning, Budgeting, Customer Relations, Negotiation, Team Building, Trading, Commodity, Energy Markets, Mergers & Acquisitions, Commodity Markets, Asset Management, Portfolio Management, Project Finance, Budgets, Options, Valuation, Trading Systems, Analysis, Financial Modeling
Education
University of Houston 1986 — 1988
MBA, Finance
University of Washington 1983 — 1985
M.S., Geophysics
Southern Illinois University, Carbondale 1978 — 1982
B.S., Physics
Southern Illinois University, Carbondale 1978 — 1982
B.S., Mathematics
Newfield Exploration May 2012 - Present
UBS May 2010 - May 2012
Fortis Energy Marketing & Trading February 2004 - May 2010
Strategic Clean Energy April 2003 - December 2003
The Williams Company November 2001 - July 2002
Texaco May 2000 - October 2001
Statoil Energy USA October 1998 - January 2000
Enron January 1992 - October 1998
Transco Energy January 1990 - January 1992
Shell Oil Company September 1985 - January 1990
Skills
Energy, Derivatives, Hedging, Gas, Risk Management, Commodities, Strategic Planning, Natural Gas, Financial Analysis, Business Strategy, Business Planning, Budgeting, Customer Relations, Negotiation, Team Building, Trading, Commodity, Energy Markets, Mergers & Acquisitions, Commodity Markets, Asset Management, Portfolio Management, Project Finance, Budgets, Options, Valuation, Trading Systems, Analysis, Financial Modeling
Education
University of Houston 1986 — 1988
MBA, Finance
University of Washington 1983 — 1985
M.S., Geophysics
Southern Illinois University, Carbondale 1978 — 1982
B.S., Physics
Southern Illinois University, Carbondale 1978 — 1982
B.S., Mathematics
Donald James Hupp Donald James Hupp's UBS Experience September 2002 - Present
Job Wino
Industry Fine Art
Experience
UBS September 2002 - Present
Education
South Dakota State University 1992 — 1995
UBS September 2002 - Present
Education
South Dakota State University 1992 — 1995
Mark Jette Mark Jette's UBS Experience 2000 - 2002
Job Owner at Artisans & Stone Craftsmen MARCO JETTE' LLC
Industry Construction
Experience
Jette Memorials 2009 - Present
Artisans & Stone Craftsmen MARCO JETTE LLC 1999 - Present
UBS 2000 - 2002
United States Marine Corps 1993 - 1997
Skills
Negotiation, Contractors, Renovation, Interior Design, Sales Management, New Business Development, Business Planning, Flooring, Marketing Strategy, Strategic Planning
Education
Southern Connecticut State University 1997 — 2000
BS, Business Management
Jette Memorials 2009 - Present
Artisans & Stone Craftsmen MARCO JETTE LLC 1999 - Present
UBS 2000 - 2002
United States Marine Corps 1993 - 1997
Skills
Negotiation, Contractors, Renovation, Interior Design, Sales Management, New Business Development, Business Planning, Flooring, Marketing Strategy, Strategic Planning
Education
Southern Connecticut State University 1997 — 2000
BS, Business Management
Andrew Pertsov's UBS Experience June 2013 - July 2013
Job Student at Skidmore College
Industry
Experience
UBS June 2013 - July 2013
UBS June 2012 - June 2012
Education
Skidmore College 2012 — 2016
Bachelor of Arts (B.A.), Economics and Psychology
UCL 2015 — 2015
Study Abroad, Economics/Psychology
Tenafly High School 2008 — 2012
UBS June 2013 - July 2013
UBS June 2012 - June 2012
Education
Skidmore College 2012 — 2016
Bachelor of Arts (B.A.), Economics and Psychology
UCL 2015 — 2015
Study Abroad, Economics/Psychology
Tenafly High School 2008 — 2012
Chappy Hollis Chappy Hollis's UBS Experience December 2008 - Present
Job Institutional Consultant at UBS
Industry Financial Services
Experience
UBS December 2008 - Present
Merrill Lynch May 2000 - November 2008
Education
Sewanee-The University of the South 1976 — 1980
Bachelor of Arts (B.A.), Political Science
UBS December 2008 - Present
Merrill Lynch May 2000 - November 2008
Education
Sewanee-The University of the South 1976 — 1980
Bachelor of Arts (B.A.), Political Science
Kenneth Jo Kenneth Jo's UBS Experience 2002 - 2012
Job CEO at Hanmi Capital, LLC
Industry Financial Services
Experience
Hanmi Capital, LLC August 2015 - Present
NMS Capital Securities July 2015 - Present
B. Riley & Co. 2012 - July 2015
J.P. Morgan 2009 - 2012
UBS 2002 - 2012
Skills
Private Equity, M&A experience, Volatility, Growth Capital, Asset Managment, Capital Markets, Financial Advisory
Education
Skidmore College
Bachelor of Arts (BA), Economics
Hanmi Capital, LLC August 2015 - Present
NMS Capital Securities July 2015 - Present
B. Riley & Co. 2012 - July 2015
J.P. Morgan 2009 - 2012
UBS 2002 - 2012
Skills
Private Equity, M&A experience, Volatility, Growth Capital, Asset Managment, Capital Markets, Financial Advisory
Education
Skidmore College
Bachelor of Arts (BA), Economics
Laura Hastings's UBS Experience March 2015 - Present
Job Communications Professional at UBS
Industry Banking
Experience
UBS March 2015 - Present
Urban Outfitters Inc. UK and Europe December 2014 - March 2015
Urban Outfitters Inc. UK and Europe September 2013 - December 2014
Urban Outfitters Inc. UK and Europe May 2013 - September 2013
Urban Outfitters Inc. UK and Europe December 2011 - May 2013
Skills
Retail, Loss Prevention, Fashion, Customer Service, Sales, Management, Visual Merchandising, Shoes, Creative Writing, News Writing, Social Promotion, Media Relations, Dance, Recruiting, Public Relations, Press Releases, Performance Dashboards, Media Planning, Performing Arts
Education
Southampton Solent University 2008 — 2011
Bachelor of Arts (B.A.) with Hons., Magazine Journalism & Feature Writing, 2nd Class
UBS March 2015 - Present
Urban Outfitters Inc. UK and Europe December 2014 - March 2015
Urban Outfitters Inc. UK and Europe September 2013 - December 2014
Urban Outfitters Inc. UK and Europe May 2013 - September 2013
Urban Outfitters Inc. UK and Europe December 2011 - May 2013
Skills
Retail, Loss Prevention, Fashion, Customer Service, Sales, Management, Visual Merchandising, Shoes, Creative Writing, News Writing, Social Promotion, Media Relations, Dance, Recruiting, Public Relations, Press Releases, Performance Dashboards, Media Planning, Performing Arts
Education
Southampton Solent University 2008 — 2011
Bachelor of Arts (B.A.) with Hons., Magazine Journalism & Feature Writing, 2nd Class
Maxwell Meyers's UBS Experience October 2014 - March 2015
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. March 2015 - Present
UBS October 2014 - March 2015
UBS Financial Services Inc. January 2014 - May 2014
Hall Capital Partners LLC June 2013 - August 2013
Black Tie Valet May 2010 - August 2010
Oak Tree National May 2008 - August 2008
Skills
Economics, Marketing, Financial Analysis, Microsoft Excel, Stock Valuation, Microsoft Office, Financial Modeling
Education
Southern Methodist University 2010 — 2014
Bachelor of Science (B.S.), Economics with Financial Application
Southern Methodist University 2010 — 2014
Economics
Heritage Hall High School 2007 — 2010
UBS Financial Services Inc. March 2015 - Present
UBS October 2014 - March 2015
UBS Financial Services Inc. January 2014 - May 2014
Hall Capital Partners LLC June 2013 - August 2013
Black Tie Valet May 2010 - August 2010
Oak Tree National May 2008 - August 2008
Skills
Economics, Marketing, Financial Analysis, Microsoft Excel, Stock Valuation, Microsoft Office, Financial Modeling
Education
Southern Methodist University 2010 — 2014
Bachelor of Science (B.S.), Economics with Financial Application
Southern Methodist University 2010 — 2014
Economics
Heritage Hall High School 2007 — 2010
Richard Schubring's UBS Experience December 2009 - Present
Job Treasury Analyst| Risk Management| Trade Support| Operations
Industry Financial Services
Experience
UBS December 2009 - Present
UBS March 2007 - December 2009
Spirito Grill January 2001 - March 2007
Skills
Bloomberg, Recruiting, Banking, Cash Management, Equities, Account Reconciliation, Derivatives, Payments, Software Documentation, Securities, Credit, FX Options, Risk Management, Treasury, Financial Services, Treasury Management, Credit Risk, Finance, Financial Risk, Mutual Funds, Accounts Payable, Capital Markets, Wealth Management, Investments, Asset Management
Education
Saint Peter's College 2009 — 2012
Master of Business Administration (MBA), Compliance/Management Information Systems
Saint Peter's College 2009 — 2012
Master of Science (MS), Accountancy
Seton Hall University 2001 — 2003
Bachelor of Science (B.S.), Finance, General
UBS December 2009 - Present
UBS March 2007 - December 2009
Spirito Grill January 2001 - March 2007
Skills
Bloomberg, Recruiting, Banking, Cash Management, Equities, Account Reconciliation, Derivatives, Payments, Software Documentation, Securities, Credit, FX Options, Risk Management, Treasury, Financial Services, Treasury Management, Credit Risk, Finance, Financial Risk, Mutual Funds, Accounts Payable, Capital Markets, Wealth Management, Investments, Asset Management
Education
Saint Peter's College 2009 — 2012
Master of Business Administration (MBA), Compliance/Management Information Systems
Saint Peter's College 2009 — 2012
Master of Science (MS), Accountancy
Seton Hall University 2001 — 2003
Bachelor of Science (B.S.), Finance, General
Marisa Bianco Marisa Bianco's UBS Experience June 2015 - Present
Job Training Financial Advisor
Industry Financial Services
Experience
UBS June 2015 - Present
Siena College 2011 - May 2015
KeyBank October 2014 - April 2015
Keevily Spero Whitelaw, Inc. May 2013 - August 2014
Education
Siena College 2011 — 2015
Bachelor's degree
UBS June 2015 - Present
Siena College 2011 - May 2015
KeyBank October 2014 - April 2015
Keevily Spero Whitelaw, Inc. May 2013 - August 2014
Education
Siena College 2011 — 2015
Bachelor's degree
Jeanette Pieper Jeanette Pieper's UBS Experience 2002 - September 2011
Job Investor Relations and Business Development Professional
Industry Financial Services
Experience
The Blackstone Group October 2011 - Present
UBS 2002 - September 2011
Smith Barney Consulting Group 1997 - 2002
Skills
Wealth Management, Hedge Funds, Asset Allocation, Asset Managment, Investments, Equities, Investment Strategies, Portfolio Management, Alternative Investments
Education
Simmons College
The Blackstone Group October 2011 - Present
UBS 2002 - September 2011
Smith Barney Consulting Group 1997 - 2002
Skills
Wealth Management, Hedge Funds, Asset Allocation, Asset Managment, Investments, Equities, Investment Strategies, Portfolio Management, Alternative Investments
Education
Simmons College
Tom Burdette's UBS Experience May 1991 - April 2010
Job Vice President, Investments Raymond James and Associates, Inc.
Industry Financial Services
Experience
Raymond James April 2010 - Present
Florida Falcons Football April 2013 - August 2014
UBS May 1991 - April 2010
PSS 1990 - 1990
Skills
Wealth Management, Investments, Financial Advisory, Portfolio Management, Securities, Finance, Mutual Funds, Retirement Planning, Asset Allocation, Small Business, Series 7, Wealth, Strategic Financial...
Education
University of North Florida 1989 — 1990
BA Business, Business Management
Southeastern Oklahoma State University 1982 — 1983
NEO A&M 1982 — 1982
Duncan U Fletcher
Raymond James April 2010 - Present
Florida Falcons Football April 2013 - August 2014
UBS May 1991 - April 2010
PSS 1990 - 1990
Skills
Wealth Management, Investments, Financial Advisory, Portfolio Management, Securities, Finance, Mutual Funds, Retirement Planning, Asset Allocation, Small Business, Series 7, Wealth, Strategic Financial...
Education
University of North Florida 1989 — 1990
BA Business, Business Management
Southeastern Oklahoma State University 1982 — 1983
NEO A&M 1982 — 1982
Duncan U Fletcher
Douglas Gale Douglas Gale's UBS Experience November 2011 - Present
Job Executive Director at UBS
Industry Banking
Experience
UBS November 2011 - Present
Union Bank October 2007 - December 2011
Citibank Texas, N.A. January 2003 - October 2007
Tetra Tech EM Inc. June 1998 - July 2000
Education
Southern Methodist University 2000 — 2002
MBA, Finance
The University of Texas at Austin 1992 — 1997
Geology, Hydrogeology
UBS November 2011 - Present
Union Bank October 2007 - December 2011
Citibank Texas, N.A. January 2003 - October 2007
Tetra Tech EM Inc. June 1998 - July 2000
Education
Southern Methodist University 2000 — 2002
MBA, Finance
The University of Texas at Austin 1992 — 1997
Geology, Hydrogeology
John W. Hoffman, Jr. John W. Hoffman, Jr.'s UBS Experience July 2007 - Present
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS July 2007 - Present
MeadWestvaco (MWV) May 1989 - June 2007
Education
The University of North Carolina - Chapel Hill 2001 — 2002
MBA, General Management & Strategy
Southern Illinois University, Carbondale 1990 — 1992
Bachelor of Science (BS), Industrial Technology
UBS July 2007 - Present
MeadWestvaco (MWV) May 1989 - June 2007
Education
The University of North Carolina - Chapel Hill 2001 — 2002
MBA, General Management & Strategy
Southern Illinois University, Carbondale 1990 — 1992
Bachelor of Science (BS), Industrial Technology
Mike Kassis Mike Kassis's UBS Experience 2008 - 2008
Job Global Cloud Portfolio Architect at HewlettPackard
Industry Computer Networking
Experience
Hewlett-Packard January 2015 - Present
Hewlett-Packard February 2013 - Present
Hewlett-Packard October 2011 - February 2013
Hewlett-Packard November 2010 - October 2011
UBS 2008 - 2008
Skills
Photoshop CS 3/4/5, Excel VBA, MS Office, Forecasting, Microsoft Excel, Data Analysis, Visio, Account Management, Salesforce.com, Team Leadership, Business Development, Customer Service, Customer Satisfaction, New Business Development, Sales, Negotiation, Team Building, Business Intelligence, Consulting, Microsoft Office
Education
Sonoma State University 2005 — 2008
Bachelors of Arts, Economics
Sonoma State University 2005 — 2008
Bachelor of Arts (B.A.), Economics
Hewlett-Packard January 2015 - Present
Hewlett-Packard February 2013 - Present
Hewlett-Packard October 2011 - February 2013
Hewlett-Packard November 2010 - October 2011
UBS 2008 - 2008
Skills
Photoshop CS 3/4/5, Excel VBA, MS Office, Forecasting, Microsoft Excel, Data Analysis, Visio, Account Management, Salesforce.com, Team Leadership, Business Development, Customer Service, Customer Satisfaction, New Business Development, Sales, Negotiation, Team Building, Business Intelligence, Consulting, Microsoft Office
Education
Sonoma State University 2005 — 2008
Bachelors of Arts, Economics
Sonoma State University 2005 — 2008
Bachelor of Arts (B.A.), Economics
Mark Bsales Mark Bsales's UBS Experience 1991 - 2005
Job Director, Employee Benefits at NJ Transit
Industry
Experience
NJ Transit June 2008 - Present
UBS 1991 - 2005
Skills
Employee Benefits, union benefit..., Financial Analysis, Contract Management, Vendor Management, Project Management, Benefits Negotiation, Project Planning, SPDs, RFP Generation
Education
Seton Hall University 1989 — 1993
MBA, Finance
NJ Transit June 2008 - Present
UBS 1991 - 2005
Skills
Employee Benefits, union benefit..., Financial Analysis, Contract Management, Vendor Management, Project Management, Benefits Negotiation, Project Planning, SPDs, RFP Generation
Education
Seton Hall University 1989 — 1993
MBA, Finance
Van Eaves's UBS Experience February 2008 - June 2008
Job Marketing and Sales at Knight Hawk Coal, LLC
Industry Mining & Metals
Experience
Knight Hawk Coal, LLC June 2011 - Present
UBS February 2008 - June 2008
Engineered Fasteners International June 2007 - August 2007
Skills
Coal, Coal Mining, Energy, Marketing, Sales, Market Analysis, Distribution Logistics, Contract Negotiation, Operations Management
Education
Southern Methodist University 2007 — 2011
Economic Sociology and Business
Knight Hawk Coal, LLC June 2011 - Present
UBS February 2008 - June 2008
Engineered Fasteners International June 2007 - August 2007
Skills
Coal, Coal Mining, Energy, Marketing, Sales, Market Analysis, Distribution Logistics, Contract Negotiation, Operations Management
Education
Southern Methodist University 2007 — 2011
Economic Sociology and Business
Marcony Simoes Marcony Simoes's UBS Experience June 2007 - September 2008
Job
Industry Investment Management
Experience
PartnerRe January 2015 - Present
Nomura Securities May 2014 - January 2015
UBS Investment Bank July 2013 - May 2014
RBS Markets & International Banking November 2012 - April 2013
RBS Global Banking & Markets October 2011 - November 2012
RBS Markets & International Banking October 2009 - October 2011
RBS Global Banking & Markets January 2009 - October 2009
Louis Dreyfus Highbridge Energy October 2008 - December 2008
UBS June 2007 - September 2008
UBS Investment Bank March 2007 - June 2007
Skills
Derivatives, Bloomberg, Equities, Capital Markets, Investment Banking, Equity Derivatives, Operational Risk, Hedge Funds, Middle Office, AML, Bonds, Trading, KYC, Securities, Prime Brokerage, Portfolio Management, Back Office, Financial Risk, Options, Settlement, Investments, Risk Management, Finance, Credit Risk
Education
Southern Connecticut State University 2005 — 2007
MBA
Southern Connecticut State University 2002 — 2005
BA
Notre Dame High School - Fairfield, Connecticut
PartnerRe January 2015 - Present
Nomura Securities May 2014 - January 2015
UBS Investment Bank July 2013 - May 2014
RBS Markets & International Banking November 2012 - April 2013
RBS Global Banking & Markets October 2011 - November 2012
RBS Markets & International Banking October 2009 - October 2011
RBS Global Banking & Markets January 2009 - October 2009
Louis Dreyfus Highbridge Energy October 2008 - December 2008
UBS June 2007 - September 2008
UBS Investment Bank March 2007 - June 2007
Skills
Derivatives, Bloomberg, Equities, Capital Markets, Investment Banking, Equity Derivatives, Operational Risk, Hedge Funds, Middle Office, AML, Bonds, Trading, KYC, Securities, Prime Brokerage, Portfolio Management, Back Office, Financial Risk, Options, Settlement, Investments, Risk Management, Finance, Credit Risk
Education
Southern Connecticut State University 2005 — 2007
MBA
Southern Connecticut State University 2002 — 2005
BA
Notre Dame High School - Fairfield, Connecticut
Andrew Pleat, CFP®'s UBS Experience February 2007 - August 2012
Job Assistant Vice PresidentSenior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
UBS February 2007 - August 2012
The Ayco Company 2003 - 2007
Smith Barney May 1998 - May 2003
Skills
Series 7, Wealth Management, Finance, Asset Allocation, Strategic Financial..., Retirement Planning, Series 63, Leadership, Investments, Employee Benefits, Investment Advisory, 401k Rollovers
Education
Siena College
Bachelors, Science-Finance
Union Graduate College
MBA, Concentration in Finance
Merrill Lynch August 2012 - Present
UBS February 2007 - August 2012
The Ayco Company 2003 - 2007
Smith Barney May 1998 - May 2003
Skills
Series 7, Wealth Management, Finance, Asset Allocation, Strategic Financial..., Retirement Planning, Series 63, Leadership, Investments, Employee Benefits, Investment Advisory, 401k Rollovers
Education
Siena College
Bachelors, Science-Finance
Union Graduate College
MBA, Concentration in Finance
Amy Cooke's UBS Experience October 2013 - Present
Job Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS October 2013 - Present
Morgan Stanley Wealth Management October 1998 - October 2013
Education
Southern Methodist University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Casady School
UBS October 2013 - Present
Morgan Stanley Wealth Management October 1998 - October 2013
Education
Southern Methodist University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Casady School
Steven Fratarcangeli Steven Fratarcangeli's UBS Experience October 2006 - December 2008
Job AVP at RBS
Industry Accounting
Experience
Royal Bank of Scotland October 2014 - Present
Royal Bank of Scotland January 2009 - Present
UBS October 2006 - December 2008
Xerox Corporation July 2000 - October 2006
Xerox Engineering Systems 2000 - 2003
Life Technologies (Formerly Applera/PE Corporation) 1999 - 2000
Frontier Communications (Formerly Citizens Utilities) 1998 - 1999
US Army 1990 - 1998
Skills
Cash Management, Essbase, Financial Analysis, Financial Reporting, SOX, Oracle, Sarbanes-Oxley Act, Financial Audits, Financial Modeling, Accounting, Banking, Corporate Finance, Financial Risk, Investment Banking, Financial Services, Finance, Account Reconciliation, Analysis, Management, Process Improvement
Education
The University of Connecticut 2000 — 2003
Master of Business, Finance
Southern Connecticut State University 1995 — 1999
Bachelor, Accounting, Management
Royal Bank of Scotland October 2014 - Present
Royal Bank of Scotland January 2009 - Present
UBS October 2006 - December 2008
Xerox Corporation July 2000 - October 2006
Xerox Engineering Systems 2000 - 2003
Life Technologies (Formerly Applera/PE Corporation) 1999 - 2000
Frontier Communications (Formerly Citizens Utilities) 1998 - 1999
US Army 1990 - 1998
Skills
Cash Management, Essbase, Financial Analysis, Financial Reporting, SOX, Oracle, Sarbanes-Oxley Act, Financial Audits, Financial Modeling, Accounting, Banking, Corporate Finance, Financial Risk, Investment Banking, Financial Services, Finance, Account Reconciliation, Analysis, Management, Process Improvement
Education
The University of Connecticut 2000 — 2003
Master of Business, Finance
Southern Connecticut State University 1995 — 1999
Bachelor, Accounting, Management
Antonino (Nino) Ciappina Antonino (Nino) Ciappina's UBS Experience 2007 - 2012
Job Compliance Director
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2015 - Present
TD Securities April 2013 - April 2015
RBS Markets & International Banking April 2012 - April 2013
UBS 2007 - 2012
Stark & Stark 2004 - 2007
McDonough, Korn & Eichhorn 2002 - 2003
Superior Court of New Jersey, Appellate Division 2001 - 2002
Skills
New York Bar, New Jersey Bar
Education
Seton Hall University School of Law
Juris Doctor
Rutgers University
Bachelor of Arts
Bank of America Merrill Lynch April 2015 - Present
TD Securities April 2013 - April 2015
RBS Markets & International Banking April 2012 - April 2013
UBS 2007 - 2012
Stark & Stark 2004 - 2007
McDonough, Korn & Eichhorn 2002 - 2003
Superior Court of New Jersey, Appellate Division 2001 - 2002
Skills
New York Bar, New Jersey Bar
Education
Seton Hall University School of Law
Juris Doctor
Rutgers University
Bachelor of Arts
Paul Filstein Paul Filstein's UBS Experience April 2012 - October 2012
Job Partner at Chestnut Consulting
Industry Information Technology and Services
Experience
Chestnut Consulting, LLC 1996 - Present
Christie's October 2014 - Present
Capax Global March 2014 - Present
Solix Inc. March 2014 - October 2014
Slalom Consulting February 2013 - June 2013
XL Group February 2013 - June 2013
UBS April 2012 - October 2012
Turaz February 2012 - April 2012
Thomson Reuters August 2011 - January 2012
Capax Global August 2011 - 2012
Skills
SDLC, Enterprise Architecture, SQL, Business Analysis, .Net, .NET CLR, ASP.NET, Microsoft SQL Server, Oracle, Java, Sybase, XML, SOA, Design Patterns, UML, Software Development, Requirements Gathering, Software Design, Software Engineering, Performance Tuning, Web Services, Technical Leadership, C#, Lucene, Agile Methodologies, Data Warehousing, Solution Architecture, .NET, T-SQL, WCF, Database Design, ETL, PL/SQL, Application Architecture
Education
Southern Federal University (former Rostov State University) 1980 — 1985
MS, Applied Mathematics and Computer Science
Chestnut Consulting, LLC 1996 - Present
Christie's October 2014 - Present
Capax Global March 2014 - Present
Solix Inc. March 2014 - October 2014
Slalom Consulting February 2013 - June 2013
XL Group February 2013 - June 2013
UBS April 2012 - October 2012
Turaz February 2012 - April 2012
Thomson Reuters August 2011 - January 2012
Capax Global August 2011 - 2012
Skills
SDLC, Enterprise Architecture, SQL, Business Analysis, .Net, .NET CLR, ASP.NET, Microsoft SQL Server, Oracle, Java, Sybase, XML, SOA, Design Patterns, UML, Software Development, Requirements Gathering, Software Design, Software Engineering, Performance Tuning, Web Services, Technical Leadership, C#, Lucene, Agile Methodologies, Data Warehousing, Solution Architecture, .NET, T-SQL, WCF, Database Design, ETL, PL/SQL, Application Architecture
Education
Southern Federal University (former Rostov State University) 1980 — 1985
MS, Applied Mathematics and Computer Science
Greg Bowar Greg Bowar's UBS Experience October 2007 - September 2009
Job Vice President Partner
Industry Financial Services
Experience
Diversified Wealth Management August 2012 - Present
Investment Centers of America September 2009 - August 2012
UBS October 2007 - September 2009
Insurance Wholesaler July 2004 - October 2007
Strategic Futures and Options August 2002 - July 2004
Software Distributor July 1998 - August 2002
US Bank May 1997 - July 1998
Schering-Plough Pharmaceuticals February 1989 - March 1997
Skills
Financial Advisory, Financial Services, Retirement Planning, Wealth Management, Estate Planning, Mutual Funds, Asset Allocation, Strategic Financial..., Fixed Annuities, Portfolio Management
Education
The American College 2004 — 2006
ChFC, Charter Financial Consultant
The University of South Dakota 1982 — 1986
MBA, business
South Dakota State University 1976 — 1980
BS, Business
Diversified Wealth Management August 2012 - Present
Investment Centers of America September 2009 - August 2012
UBS October 2007 - September 2009
Insurance Wholesaler July 2004 - October 2007
Strategic Futures and Options August 2002 - July 2004
Software Distributor July 1998 - August 2002
US Bank May 1997 - July 1998
Schering-Plough Pharmaceuticals February 1989 - March 1997
Skills
Financial Advisory, Financial Services, Retirement Planning, Wealth Management, Estate Planning, Mutual Funds, Asset Allocation, Strategic Financial..., Fixed Annuities, Portfolio Management
Education
The American College 2004 — 2006
ChFC, Charter Financial Consultant
The University of South Dakota 1982 — 1986
MBA, business
South Dakota State University 1976 — 1980
BS, Business
Jim Dorney Jim Dorney's UBS Experience March 2009 - Present
Job Vice President Wealth Management at UBS CRPS®
Industry Financial Services
Experience
UBS March 2009 - Present
Smith Barney 1997 - March 2009
Starter Corporation 1992 - 1997
Black & Decker June 1990 - 1992
Education
Southern Connecticut State University 1985 — 1990
B.S. Business Administration, Finance
UBS March 2009 - Present
Smith Barney 1997 - March 2009
Starter Corporation 1992 - 1997
Black & Decker June 1990 - 1992
Education
Southern Connecticut State University 1985 — 1990
B.S. Business Administration, Finance
Ajitpal Padda Ajitpal Padda's UBS Experience 2004 - 2007
Job Application Service delivery / Production Support Manager
Industry Banking
Experience
CitiGroup May 2011 - August 2012
Barclays Capital April 2007 - June 2011
UBS 2004 - 2007
Aetna 2002 - 2004
Skills
Application Management..., Production Support, IT Service Delivery, IT Operations, Fixed Income, Global IT Operations, Technology Change..., Team Leadership, Trading Systems, ITIL, Capital Markets, Risk Management, Infrastructure projects, Vendor Management, Senior Stakeholder..., Market Data, Interest Rate..., Project Planning, Electronic Trading, SDLC, Business Analysis, Investment Banking, Inciden and problem..., System Monitoring, Electronic Trading..., IT Audit, Disaster Recovery, Business Continuity..., Management, Middle Office, Swaps, Reference Data, FX Options, Project Management, Back Office, Banking, Autosys, Credit Derivatives, Infrastructure, Offshoring, IT Strategy, Service Delivery, Financial Markets, Team Management, Derivatives, Leadership, Exchange Connectivity, Options, Equity Derivatives
Education
Shivaji University 1993 — 1998
Engineering in Electronics, Electronics and Comuter Technology
Sainik School Kapurthala 1986 — 1993
Bachelors of Engineering, Electronics
CitiGroup May 2011 - August 2012
Barclays Capital April 2007 - June 2011
UBS 2004 - 2007
Aetna 2002 - 2004
Skills
Application Management..., Production Support, IT Service Delivery, IT Operations, Fixed Income, Global IT Operations, Technology Change..., Team Leadership, Trading Systems, ITIL, Capital Markets, Risk Management, Infrastructure projects, Vendor Management, Senior Stakeholder..., Market Data, Interest Rate..., Project Planning, Electronic Trading, SDLC, Business Analysis, Investment Banking, Inciden and problem..., System Monitoring, Electronic Trading..., IT Audit, Disaster Recovery, Business Continuity..., Management, Middle Office, Swaps, Reference Data, FX Options, Project Management, Back Office, Banking, Autosys, Credit Derivatives, Infrastructure, Offshoring, IT Strategy, Service Delivery, Financial Markets, Team Management, Derivatives, Leadership, Exchange Connectivity, Options, Equity Derivatives
Education
Shivaji University 1993 — 1998
Engineering in Electronics, Electronics and Comuter Technology
Sainik School Kapurthala 1986 — 1993
Bachelors of Engineering, Electronics
Chris Richey Chris Richey's UBS Experience 1989 - 1990
Job Investment Advisor
Industry Investment Management
Experience
Neosho Capital LLC January 2004 - Present
University of San Diego 1998 - Present
Brandes Investment Partners 1996 - 2003
Cooley Godward Kronish LLP 1993 - 1996
UBS 1989 - 1990
HSBC 1986 - 1989
House of Commons January 1984 - August 1984
U.S. Senate Committee on Banking, Housing, and Urban Affairs September 1983 - January 1984
Education
CFA Institute 1998 — 2000
CFA Charterholder, Financial Analysis
Stanford University Law School 1990 — 1993
Juris Doctor, Law
University of Oxford 1984 — 1986
Master of Philosophy, Management Studies
Southern Methodist University 1979 — 1983
Bachelor of Business Administration (BBA), Finance, Organizational Behavior
Neosho Capital LLC January 2004 - Present
University of San Diego 1998 - Present
Brandes Investment Partners 1996 - 2003
Cooley Godward Kronish LLP 1993 - 1996
UBS 1989 - 1990
HSBC 1986 - 1989
House of Commons January 1984 - August 1984
U.S. Senate Committee on Banking, Housing, and Urban Affairs September 1983 - January 1984
Education
CFA Institute 1998 — 2000
CFA Charterholder, Financial Analysis
Stanford University Law School 1990 — 1993
Juris Doctor, Law
University of Oxford 1984 — 1986
Master of Philosophy, Management Studies
Southern Methodist University 1979 — 1983
Bachelor of Business Administration (BBA), Finance, Organizational Behavior
Jack Finnegan Jack Finnegan's UBS Experience May 2008 - August 2008
Job Business Analyst at Towers Watson
Industry Hospital & Health Care
Experience
Towers Watson June 2015 - Present
Blue Cross and Blue Shield of Minnesota April 2014 - Present
UnitedHealthcare July 2012 - November 2013
SUPERVALU September 2010 - August 2012
UBS May 2008 - August 2008
Microsoft August 2007 - May 2008
Wachovia Securities May 2007 - August 2007
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BS, Finance, General
University of Minnesota-Twin Cities 2006 — 2010
Bachelor's degree
Singapore Management University 2008 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Towers Watson June 2015 - Present
Blue Cross and Blue Shield of Minnesota April 2014 - Present
UnitedHealthcare July 2012 - November 2013
SUPERVALU September 2010 - August 2012
UBS May 2008 - August 2008
Microsoft August 2007 - May 2008
Wachovia Securities May 2007 - August 2007
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BS, Finance, General
University of Minnesota-Twin Cities 2006 — 2010
Bachelor's degree
Singapore Management University 2008 — 2009
Bachelor of Science (BS), Business Administration and Management, General
SONIA CABAN SONIA CABAN's UBS Experience 1997 - 2002
Job Principal and Financial Advisor at Caban Financial, LLC
Industry Financial Services
Experience
Caban Financial, LLC August 2002 - Present
Caban Financial, LLC August 2002 - Present
UBS 1997 - 2002
Connecticut National Bank 1986 - 1989
Connecticut Bank & Trust 1986 - 1989
Stauffer Chemical Company March 1984 - December 1985
New Haven Public Schools November 1979 - February 1984
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Southern Connecticut State University
Certificate Program, Education and Supervision
Fairfield University
Caban Financial, LLC August 2002 - Present
Caban Financial, LLC August 2002 - Present
UBS 1997 - 2002
Connecticut National Bank 1986 - 1989
Connecticut Bank & Trust 1986 - 1989
Stauffer Chemical Company March 1984 - December 1985
New Haven Public Schools November 1979 - February 1984
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Southern Connecticut State University
Certificate Program, Education and Supervision
Fairfield University
Tom Dupree Jr Tom Dupree Jr's UBS Experience November 1983 - August 2003
Job Owner/Manager Dupree Financial Group LLC
Industry Investment Management
Experience
Dupree Financial Group LLC August 2003 - Present
UBS November 1983 - August 2003
Dupree and Company September 1978 - October 1983
Skills
Public Speaking, Public Relations, Radio talk show host, Finance, Financial Advisory, Fixed Income, Investments, Management, Portfolio Management, Securities
Education
Sewanee-The University of the South 1974 — 1978
BA, English
Henry Clay High School
Diploma
Dupree Financial Group LLC August 2003 - Present
UBS November 1983 - August 2003
Dupree and Company September 1978 - October 1983
Skills
Public Speaking, Public Relations, Radio talk show host, Finance, Financial Advisory, Fixed Income, Investments, Management, Portfolio Management, Securities
Education
Sewanee-The University of the South 1974 — 1978
BA, English
Henry Clay High School
Diploma
Brian. Mullins's UBS Experience July 2005 - Present
Job UBS
Industry Investment Banking
Experience
UBS July 2005 - Present
Education
Siena College 1998 — 2002
UBS July 2005 - Present
Education
Siena College 1998 — 2002
Jenai Lee's UBS Experience January 2004 - March 2008
Job Director Manager of HR Technology
Industry Human Resources
Experience
SPP LLC August 2008 - Present
PPP LLC April 2008 - Present
UBS January 2004 - March 2008
UBS January 2000 - January 2004
UBS January 1999 - January 2000
UBS January 1998 - January 1999
Morgan Stanley January 1996 - January 1998
Education
Smith College 1990 — 1994
BA
Bronx High School Of Science
New York University - Leonard N. Stern School of Business
MBA, Finance, Information Systems
New York University - Leonard N. Stern School of Business
MS, Information Systems
SPP LLC August 2008 - Present
PPP LLC April 2008 - Present
UBS January 2004 - March 2008
UBS January 2000 - January 2004
UBS January 1999 - January 2000
UBS January 1998 - January 1999
Morgan Stanley January 1996 - January 1998
Education
Smith College 1990 — 1994
BA
Bronx High School Of Science
New York University - Leonard N. Stern School of Business
MBA, Finance, Information Systems
New York University - Leonard N. Stern School of Business
MS, Information Systems
Julia (Klunk) Giesen's UBS Experience May 2014 - Present
Job Risk & Regulatory Manager Cash & Trade Finance, North America
Industry Investment Banking
Experience
UBS May 2014 - Present
UBS January 2013 - April 2014
UBS Investment Bank March 2008 - December 2012
UBS Investment Bank July 2005 - March 2008
Paloma Partners Management LLC August 2004 - July 2005
Paloma Partners Management LLC August 2002 - August 2004
Bank of America August 2001 - August 2002
Sonoco 1999 - 2001
American Color Graphics, Inc 1997 - 1999
Skills
FX Options, Derivatives, Securities, Settlement, Cash Management, Foreign Exchange, Money Market, Operational Risk..., Fixed Income, Treasury Management, Financial Risk, Commodity, Capital Markets, Investment Banking, Equities, Back Office, Risk Management, Hedge Funds, Bloomberg, Banking
Education
Shippensburg University of Pennsylvania
B.A., English Language and Literature, General
Penn State University
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
UBS May 2014 - Present
UBS January 2013 - April 2014
UBS Investment Bank March 2008 - December 2012
UBS Investment Bank July 2005 - March 2008
Paloma Partners Management LLC August 2004 - July 2005
Paloma Partners Management LLC August 2002 - August 2004
Bank of America August 2001 - August 2002
Sonoco 1999 - 2001
American Color Graphics, Inc 1997 - 1999
Skills
FX Options, Derivatives, Securities, Settlement, Cash Management, Foreign Exchange, Money Market, Operational Risk..., Fixed Income, Treasury Management, Financial Risk, Commodity, Capital Markets, Investment Banking, Equities, Back Office, Risk Management, Hedge Funds, Bloomberg, Banking
Education
Shippensburg University of Pennsylvania
B.A., English Language and Literature, General
Penn State University
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
Humberto Garcia-Salas, CFA's UBS Experience June 2010 - Present
Job Director at UBS
Industry Investment Banking
Experience
UBS June 2010 - Present
Berenson & Company September 2008 - June 2010
JPMorgan Securities July 2007 - July 2008
J.P. Morgan Securities June 2006 - August 2006
BearingPoint 2000 - 2005
Skills
Investment Banking, Business Analysis, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Equities, Hedge Funds, Due Diligence, Fixed Income, Emerging Markets, LBO, Bloomberg, Venture Capital, Financial Analysis, Derivatives, M&A experience, Corporate Development
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Accounting and Entrepreneurship
Southern Methodist University
BBA and BA, Finance, Economics and MIS
UBS June 2010 - Present
Berenson & Company September 2008 - June 2010
JPMorgan Securities July 2007 - July 2008
J.P. Morgan Securities June 2006 - August 2006
BearingPoint 2000 - 2005
Skills
Investment Banking, Business Analysis, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Equities, Hedge Funds, Due Diligence, Fixed Income, Emerging Markets, LBO, Bloomberg, Venture Capital, Financial Analysis, Derivatives, M&A experience, Corporate Development
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Accounting and Entrepreneurship
Southern Methodist University
BBA and BA, Finance, Economics and MIS
Rob Anning's UBS Experience March 2012 - Present
Job Senior Vice President at R H Anning Wealth Management/UBS
Industry Financial Services
Experience
UBS March 2012 - Present
Merrill Lynch August 1991 - March 2012
Education
Skidmore College 1987 — 1991
Bachelor of Arts (BA), Biology, General
The Asheville School 1982 — 1987
Seven Hills 1980 — 1982
UBS March 2012 - Present
Merrill Lynch August 1991 - March 2012
Education
Skidmore College 1987 — 1991
Bachelor of Arts (BA), Biology, General
The Asheville School 1982 — 1987
Seven Hills 1980 — 1982
Roland Samieske's UBS Experience 1987 - 1989
Job University Systems Librarian at CUNY
Industry Education Management
Experience
CUNY September 1999 - Present
The Metropolitan Museum of Art June 1996 - August 1999
Primestreet Corp. 1999 - 1999
Tufts University October 1992 - May 1996
Soudronic Inc. January 1990 - December 1990
UBS 1987 - 1989
Skills
Library, Libraries, Library Automation, Windows, Information Literacy, OpenURL, Project Planning, Software Implementation, HTML, CSS, Information Architecture, SFX, Collection Development, Library Science, Library Research, Digital Libraries, Library Instruction, Academic Libraries, Metadata, Higher Education, Research, Teaching
Education
Simmons College 1992 — 1995
MSLIS
University of Zurich 1983 — 1987
Grundstudium
Wimbledon School of English 1986 — 1986
Cambridge Certificate
CUNY September 1999 - Present
The Metropolitan Museum of Art June 1996 - August 1999
Primestreet Corp. 1999 - 1999
Tufts University October 1992 - May 1996
Soudronic Inc. January 1990 - December 1990
UBS 1987 - 1989
Skills
Library, Libraries, Library Automation, Windows, Information Literacy, OpenURL, Project Planning, Software Implementation, HTML, CSS, Information Architecture, SFX, Collection Development, Library Science, Library Research, Digital Libraries, Library Instruction, Academic Libraries, Metadata, Higher Education, Research, Teaching
Education
Simmons College 1992 — 1995
MSLIS
University of Zurich 1983 — 1987
Grundstudium
Wimbledon School of English 1986 — 1986
Cambridge Certificate
Dana Yeakel's UBS Experience July 2005 - November 2007
Job Seeking my Future
Industry Investment Management
Experience
UBS July 2005 - November 2007
Goldman Sachs June 2004 - July 2005
Quellos Capital Management 2002 - 2004
Education
Smith College 1998 — 2002
UBS July 2005 - November 2007
Goldman Sachs June 2004 - July 2005
Quellos Capital Management 2002 - 2004
Education
Smith College 1998 — 2002
Jennifer Bernardo - Campagna's UBS Experience 2002 - 2007
Job CSA at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. November 2005 - Present
UBS 2002 - 2007
UBS Financial Services June 2002 - May 2005
Education
Siena College 1998 — 2002
UBS Financial Services Inc. November 2005 - Present
UBS 2002 - 2007
UBS Financial Services June 2002 - May 2005
Education
Siena College 1998 — 2002
Lori Fischer's UBS Experience August 1998 - Present
Job Director, Human Resources at UBS
Industry Investment Banking
Experience
UBS August 1998 - Present
Cendant Mobility July 1996 - August 1998
Hickory & Tweed July 1993 - June 1996
Skills
Benefits Administration, Employee Benefits, Employee Relations, Performance Management, PeopleSoft, Human Resources, 401k, Defined Benefit
Education
Siena College 1989 — 1993
UBS August 1998 - Present
Cendant Mobility July 1996 - August 1998
Hickory & Tweed July 1993 - June 1996
Skills
Benefits Administration, Employee Benefits, Employee Relations, Performance Management, PeopleSoft, Human Resources, 401k, Defined Benefit
Education
Siena College 1989 — 1993
Susan Agonis's UBS Experience 1997 - 2005
Job SVP, Head of Global Markets Compliance at HSBC Securities (USA) Inc.
Industry Investment Banking
Experience
HSBC Securities (USA) Inc. January 2008 - Present
HSBC Securities 2005 - Present
HSBC Securities (USA) Inc. 2005 - Present
HSBC Securities (USA) Inc. February 2005 - January 2008
UBS 1997 - 2005
Solomon Brothers 1986 - 1987
Skills
Fixed Income, Equities, Options, Commodity, Securities, Structured Products, Derivatives, Series 7, Capital Markets, Investment Banking, Financial Services, Foreign Exchange, Trading Systems, Middle Office, Hedge Funds
Education
Skidmore College 1980 — 1984
BS, Business Management
HSBC Securities (USA) Inc. January 2008 - Present
HSBC Securities 2005 - Present
HSBC Securities (USA) Inc. 2005 - Present
HSBC Securities (USA) Inc. February 2005 - January 2008
UBS 1997 - 2005
Solomon Brothers 1986 - 1987
Skills
Fixed Income, Equities, Options, Commodity, Securities, Structured Products, Derivatives, Series 7, Capital Markets, Investment Banking, Financial Services, Foreign Exchange, Trading Systems, Middle Office, Hedge Funds
Education
Skidmore College 1980 — 1984
BS, Business Management
Pratiksha Chhangawala's UBS Experience March 2012 - November 2014
Job Sr.Software Test Management Professional Consultant at Bank of America, Global Compliance Technology
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
UBS March 2012 - November 2014
Bank of America May 2009 - March 2012
American Stock Exchange (NYSE Euronext) February 2006 - March 2009
SIAC July 2004 - February 2006
Comps technology July 2003 - June 2004
Gujarat gas Company Ltd 1998 - 2004
Skills
Test Director, Test Planning, Test Automation, QTP, Test Cases, Market Data, Test Strategy, Options, SDLC, Software Quality..., Trading Systems, Quality Assurance, Unix, Testing, Agile, User Acceptance Testing, Order Management, Sybase, SQL, Electronic Trading, Business Analysis, Quality Center, Informatica, XML, Regression Testing, Agile Methodologies, Data Warehousing, Manual Testing, ETL, Business Process, Requirements Analysis, System Testing, Test Management, Defect Tracking, Data Migration, .NET, Java, Software Project..., JIRA, Requirements Gathering, Linux, HP Quality Center
Education
Warren National University 2004 — 2009
Doctor of Philosophy – Computer Science, Computer Science
MCA- IGNOU 1997 — 2000
Master's degree, Computer Science
Bhartiya Vidya Bhavan’s 1986 — 1987
Post Graduate Diploma in EDP & Computer Management., Computer Science
South Gujarat University 1983 — 1986
Bachelor of Science (B.Sc.), Chemistry
Bank of America Merrill Lynch March 2015 - Present
UBS March 2012 - November 2014
Bank of America May 2009 - March 2012
American Stock Exchange (NYSE Euronext) February 2006 - March 2009
SIAC July 2004 - February 2006
Comps technology July 2003 - June 2004
Gujarat gas Company Ltd 1998 - 2004
Skills
Test Director, Test Planning, Test Automation, QTP, Test Cases, Market Data, Test Strategy, Options, SDLC, Software Quality..., Trading Systems, Quality Assurance, Unix, Testing, Agile, User Acceptance Testing, Order Management, Sybase, SQL, Electronic Trading, Business Analysis, Quality Center, Informatica, XML, Regression Testing, Agile Methodologies, Data Warehousing, Manual Testing, ETL, Business Process, Requirements Analysis, System Testing, Test Management, Defect Tracking, Data Migration, .NET, Java, Software Project..., JIRA, Requirements Gathering, Linux, HP Quality Center
Education
Warren National University 2004 — 2009
Doctor of Philosophy – Computer Science, Computer Science
MCA- IGNOU 1997 — 2000
Master's degree, Computer Science
Bhartiya Vidya Bhavan’s 1986 — 1987
Post Graduate Diploma in EDP & Computer Management., Computer Science
South Gujarat University 1983 — 1986
Bachelor of Science (B.Sc.), Chemistry
Ron Michaels's UBS Experience January 2011 - December 2012
Job Director, External Reporting, American Express
Industry Financial Services
Experience
American Express April 2015 - Present
American Express March 2014 - April 2015
CRT Capital Group January 2013 - October 2013
UBS January 2011 - December 2012
SAC Capital October 2007 - May 2010
American Express August 2005 - October 2007
Xerox Corporation March 2002 - August 2005
Callahan Broadband Wireless Co. November 2000 - March 2002
Skills
Financial Reporting, Budgeting, Forecasting, SEC reporting, Accounting, Analysis, Hedge Funds, Excel, Microsoft Office, General Ledger, Accounts Receivable, Accounts Payable, Financial Analysis, Financial Statement..., Financial Services, Supervising, Process Improvement, Systems Improvement, Financial Modeling, Account Reconciliation, SEC filings, Corporate Finance
Education
Southern Connecticut State University
Bachelor of Business Administration, Accounting
American Express April 2015 - Present
American Express March 2014 - April 2015
CRT Capital Group January 2013 - October 2013
UBS January 2011 - December 2012
SAC Capital October 2007 - May 2010
American Express August 2005 - October 2007
Xerox Corporation March 2002 - August 2005
Callahan Broadband Wireless Co. November 2000 - March 2002
Skills
Financial Reporting, Budgeting, Forecasting, SEC reporting, Accounting, Analysis, Hedge Funds, Excel, Microsoft Office, General Ledger, Accounts Receivable, Accounts Payable, Financial Analysis, Financial Statement..., Financial Services, Supervising, Process Improvement, Systems Improvement, Financial Modeling, Account Reconciliation, SEC filings, Corporate Finance
Education
Southern Connecticut State University
Bachelor of Business Administration, Accounting
Ruddyna Roldan's UBS Experience 2006 - 2008
Job Senior Financial Analyst at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield January 2013 - Present
All Towne Realty July 2004 - Present
Cushman & Wakefield June 2010 - December 2012
Cushman & Wakefield May 2008 - June 2010
UBS 2006 - 2008
New York Life Insurance Company July 2005 - September 2006
Skills
Financial Analysis, Process Improvement, Strategic Planning, Budgets, Microsoft Excel, Analysis, Financial Modeling, Finance, Real Estate Transactions, Corporate Real Estate, Cash Flow, Real Estate, Strategic Financial..., Valuation, Asset Management, Contract Negotiation, Due Diligence, Financial Planning
Education
Texas A&M Commerce 2009 — 2011
M.B.A.
Seton Hall University 2001 — 2005
BSBA, Finance
Cushman & Wakefield January 2013 - Present
All Towne Realty July 2004 - Present
Cushman & Wakefield June 2010 - December 2012
Cushman & Wakefield May 2008 - June 2010
UBS 2006 - 2008
New York Life Insurance Company July 2005 - September 2006
Skills
Financial Analysis, Process Improvement, Strategic Planning, Budgets, Microsoft Excel, Analysis, Financial Modeling, Finance, Real Estate Transactions, Corporate Real Estate, Cash Flow, Real Estate, Strategic Financial..., Valuation, Asset Management, Contract Negotiation, Due Diligence, Financial Planning
Education
Texas A&M Commerce 2009 — 2011
M.B.A.
Seton Hall University 2001 — 2005
BSBA, Finance
Vidit Ghuliani's UBS Experience March 2000 - Present
Job Service & Product Manager at UBS
Industry Financial Services
Experience
UBS March 2000 - Present
Weil, Gotshal & Manges LLP January 1997 - March 2000
ABB January 1996 - December 1997
Skills
Vendor Management, Business Analysis, SDLC, SQL, Software Project..., Project Management, Requirements Gathering, Enterprise Architecture, Requirements Analysis, Risk Management
Education
Seton Hall University 1999 — 2002
Master of Business Administration (MBA), Management Information Systems, General
The College of New Jersey 1992 — 1996
UBS March 2000 - Present
Weil, Gotshal & Manges LLP January 1997 - March 2000
ABB January 1996 - December 1997
Skills
Vendor Management, Business Analysis, SDLC, SQL, Software Project..., Project Management, Requirements Gathering, Enterprise Architecture, Requirements Analysis, Risk Management
Education
Seton Hall University 1999 — 2002
Master of Business Administration (MBA), Management Information Systems, General
The College of New Jersey 1992 — 1996
Anna-Marie Francello, CPA's UBS Experience March 2014 - June 2015
Job Senior Vice President, Administration & Facilities at Cablevision
Industry Telecommunications
Experience
Cablevision June 2015 - Present
UBS March 2014 - June 2015
UBS February 2013 - March 2014
UBS January 2009 - February 2013
UBS March 2006 - January 2009
UBS May 2003 - March 2006
UBS September 2000 - May 2003
Ernst & Young September 1999 - September 2000
Newmark & Company Real Estate, Inc. April 1998 - September 1999
Price Waterhouse August 1993 - April 1998
Skills
Change Management, Risk Management, Asset Managment, Strategic Planning, Project Management, Contract Negotiation, Program Management, Process Improvement, Business Strategy, Operations Management, Executive Management, Strategy, Accounting, Organizational..., Investment Banking, Financial Reporting, Microsoft Office, Finance, Project Planning, Negotiation, Management Consulting, Budgets, Governance, PowerPoint, Microsoft Excel, Real Estate, Procurement, Corporate Real Estate, Middle Office, Organizational Design, Strategic Sourcing, Financial Services, Corporate Finance, Business Planning, New Business Development, Business Process..., Leadership, Cross-functional Team..., Mergers & Acquisitions, CPA, State of New York Real..., Vendor Management, Management, Business Development, Due Diligence, Team Management, Sustainability
Education
Skidmore College
B.S. in Business
Cablevision June 2015 - Present
UBS March 2014 - June 2015
UBS February 2013 - March 2014
UBS January 2009 - February 2013
UBS March 2006 - January 2009
UBS May 2003 - March 2006
UBS September 2000 - May 2003
Ernst & Young September 1999 - September 2000
Newmark & Company Real Estate, Inc. April 1998 - September 1999
Price Waterhouse August 1993 - April 1998
Skills
Change Management, Risk Management, Asset Managment, Strategic Planning, Project Management, Contract Negotiation, Program Management, Process Improvement, Business Strategy, Operations Management, Executive Management, Strategy, Accounting, Organizational..., Investment Banking, Financial Reporting, Microsoft Office, Finance, Project Planning, Negotiation, Management Consulting, Budgets, Governance, PowerPoint, Microsoft Excel, Real Estate, Procurement, Corporate Real Estate, Middle Office, Organizational Design, Strategic Sourcing, Financial Services, Corporate Finance, Business Planning, New Business Development, Business Process..., Leadership, Cross-functional Team..., Mergers & Acquisitions, CPA, State of New York Real..., Vendor Management, Management, Business Development, Due Diligence, Team Management, Sustainability
Education
Skidmore College
B.S. in Business
Courtney Molnar's UBS Experience 2004 - June 2009
Job Private Banking Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2013 - Present
Merrill Lynch June 2009 - February 2011
UBS 2004 - June 2009
Citigroup 2004 - 2006
UBS 2001 - 2004
Education
Southern Methodist University
Credit Suisse June 2013 - Present
Merrill Lynch June 2009 - February 2011
UBS 2004 - June 2009
Citigroup 2004 - 2006
UBS 2001 - 2004
Education
Southern Methodist University
Geoffrey Sia's UBS Experience June 2010 - August 2011
Job Management Supervisor at DDB
Industry Marketing and Advertising
Experience
DDB December 2014 - Present
Young & Rubicam August 2011 - December 2014
UBS June 2010 - August 2011
Burson-Marsteller August 2008 - June 2009
Burson Marsteller January 2008 - August 2008
Burson-Marsteller March 2006 - December 2007
Skills
Integrated Marketing, Cross-functional Team..., Advertising, Strategy, Account Management, Creative Direction, Digital Strategy, New Business Development, Online Advertising, Marketing, Public Relations, Press Releases, Corporate Communications, B2B, Management, Direct Mail, Budgets, Proposal Writing
Education
Southern Methodist University 2001 — 2005
Bachelor of Arts, Communications/Advertising
Country Day
DDB December 2014 - Present
Young & Rubicam August 2011 - December 2014
UBS June 2010 - August 2011
Burson-Marsteller August 2008 - June 2009
Burson Marsteller January 2008 - August 2008
Burson-Marsteller March 2006 - December 2007
Skills
Integrated Marketing, Cross-functional Team..., Advertising, Strategy, Account Management, Creative Direction, Digital Strategy, New Business Development, Online Advertising, Marketing, Public Relations, Press Releases, Corporate Communications, B2B, Management, Direct Mail, Budgets, Proposal Writing
Education
Southern Methodist University 2001 — 2005
Bachelor of Arts, Communications/Advertising
Country Day
Richard Nuttle's UBS Experience July 2011 - December 2014
Job Enterprise Architecture at Northern Trust focusing on cloud automation
Industry Banking
Experience
Northern Trust Corporation December 2014 - Present
UBS July 2011 - December 2014
UBS July 2006 - August 2011
UBS/Perot Systems 1998 - 2006
Verio, Inc / WorldWide Access 1995 - 1998
Skills
Unix, Solaris, Perl, Virtualization, Disaster Recovery, DNS, Unix Shell Scripting, VMware, Engineering Management, Linux, NFS, Enterprise Architecture, Cloud Computing, High Availability, RedHat, Cluster, SAN, EMC Storage, Hitachi Storage, VMware ESX, Storage, Servers, Apache, Data Center, RHEL, VMware Infrastructure, Integration
Education
Southern Illinois University, Carbondale 1995 — 1998
BS, Computer Science
University of Illinois at Urbana-Champaign 1991 — 1994
East Leyden High School
Northern Trust Corporation December 2014 - Present
UBS July 2011 - December 2014
UBS July 2006 - August 2011
UBS/Perot Systems 1998 - 2006
Verio, Inc / WorldWide Access 1995 - 1998
Skills
Unix, Solaris, Perl, Virtualization, Disaster Recovery, DNS, Unix Shell Scripting, VMware, Engineering Management, Linux, NFS, Enterprise Architecture, Cloud Computing, High Availability, RedHat, Cluster, SAN, EMC Storage, Hitachi Storage, VMware ESX, Storage, Servers, Apache, Data Center, RHEL, VMware Infrastructure, Integration
Education
Southern Illinois University, Carbondale 1995 — 1998
BS, Computer Science
University of Illinois at Urbana-Champaign 1991 — 1994
East Leyden High School
Ali Ismail's UBS Experience May 2013 - Present
Job Private Wealth Management at UBS
Industry Financial Services
Experience
UBS May 2013 - Present
Credit Suisse April 2009 - May 2013
UBS June 2007 - April 2009
Bank of America February 2004 - June 2007
Education
Southern Methodist University 2004 — 2007
BBA, Finance; Economics minor
Coppell High School
UBS May 2013 - Present
Credit Suisse April 2009 - May 2013
UBS June 2007 - April 2009
Bank of America February 2004 - June 2007
Education
Southern Methodist University 2004 — 2007
BBA, Finance; Economics minor
Coppell High School
chenmeng qiu's UBS Experience June 2007 - September 2007
Job Financial Services Professional
Industry Financial Services
Experience
UBS June 2007 - September 2007
Education
University of Denver - Daniels College of Business 2006 — 2008
MSF, Finance
Shanghai University of Finance and Economics 2002 — 2006
BA, Business Administration
UBS June 2007 - September 2007
Education
University of Denver - Daniels College of Business 2006 — 2008
MSF, Finance
Shanghai University of Finance and Economics 2002 — 2006
BA, Business Administration
Mike DiMaulo's UBS Experience October 2013 - Present
Job UBS
Industry Financial Services
Experience
UBS October 2013 - Present
JP Morgan August 2007 - October 2013
HSBC Securities April 2006 - September 2007
Barclays Capital 2004 - 2006
Skills
Options, Electronic Trading, Derivatives, Investment Banking, Trading Systems, Asset Managment, Foreign Exchange, Middle Office, Equity Trading, Asset Management, Back Office, Banking, Financial Markets, Bonds, Market Data, Financial Services, Prime Brokerage
Education
Siena College 1996 — 2000
Bachelor's, Sociology
UBS October 2013 - Present
JP Morgan August 2007 - October 2013
HSBC Securities April 2006 - September 2007
Barclays Capital 2004 - 2006
Skills
Options, Electronic Trading, Derivatives, Investment Banking, Trading Systems, Asset Managment, Foreign Exchange, Middle Office, Equity Trading, Asset Management, Back Office, Banking, Financial Markets, Bonds, Market Data, Financial Services, Prime Brokerage
Education
Siena College 1996 — 2000
Bachelor's, Sociology
Daniel Furey's UBS Experience September 2013 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS September 2013 - Present
Craton Equity Partners August 2011 - June 2013
Strategic Value Partners July 2009 - September 2011
Sandell Asset Management April 2008 - July 2009
Merrill Lynch Global Markets & Investment Banking July 2004 - June 2007
UBS Global Asset Management October 1997 - August 2002
United States Marine Corps June 1987 - February 1991
Skills
Private Equity, Equities, Risk, Alternative Investments, Hedge Funds, Venture Capital, Financial Risk, Asset Management, Business Development, Capital Markets, Due Diligence, Emerging Markets, Finance, Financial Modeling, Fixed Income, Fund Of Funds, Investment Banking, Investment Management, Special Situations, Valuation, Portfolio Management, Investments
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA, Finance
Southern Illinois University, Carbondale 1990 — 1994
Bachelor of Arts, Economics
UBS September 2013 - Present
Craton Equity Partners August 2011 - June 2013
Strategic Value Partners July 2009 - September 2011
Sandell Asset Management April 2008 - July 2009
Merrill Lynch Global Markets & Investment Banking July 2004 - June 2007
UBS Global Asset Management October 1997 - August 2002
United States Marine Corps June 1987 - February 1991
Skills
Private Equity, Equities, Risk, Alternative Investments, Hedge Funds, Venture Capital, Financial Risk, Asset Management, Business Development, Capital Markets, Due Diligence, Emerging Markets, Finance, Financial Modeling, Fixed Income, Fund Of Funds, Investment Banking, Investment Management, Special Situations, Valuation, Portfolio Management, Investments
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA, Finance
Southern Illinois University, Carbondale 1990 — 1994
Bachelor of Arts, Economics
Jennifer Malta's UBS Experience May 2007 - May 2008
Job Experienced Financial Analyst
Industry Financial Services
Experience
Reed Exhibitions November 2008 - August 2010
Sikorsky Aircraft July 2008 - November 2008
UBS May 2007 - May 2008
CITIGROUP-THE STUDENT LOAN CORPORATION July 2004 - May 2007
Citgroup - The Student Loan Corporation November 2000 - July 2004
AMERICAN SKANDIA April 1995 - November 2000
Skills
Financial Analysis
Education
Southern Connecticut State University 1997 — 1999
MBA
Southern Connecticut State University
Bachelor of Science, Accounting
Briarwood College 1991 — 1993
Associate of Science, Business Management
Reed Exhibitions November 2008 - August 2010
Sikorsky Aircraft July 2008 - November 2008
UBS May 2007 - May 2008
CITIGROUP-THE STUDENT LOAN CORPORATION July 2004 - May 2007
Citgroup - The Student Loan Corporation November 2000 - July 2004
AMERICAN SKANDIA April 1995 - November 2000
Skills
Financial Analysis
Education
Southern Connecticut State University 1997 — 1999
MBA
Southern Connecticut State University
Bachelor of Science, Accounting
Briarwood College 1991 — 1993
Associate of Science, Business Management
Jennifer Campagna's UBS Experience 2002 - 2007
Job Client Service Associate at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2007 - Present
UBS 2002 - 2007
Education
Siena College 1998 — 2002
Finance
Morgan Stanley Smith Barney November 2007 - Present
UBS 2002 - 2007
Education
Siena College 1998 — 2002
Finance
Ondina Purcell's UBS Experience March 2006 - September 2013
Job Director of Marketing at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. October 2013 - Present
UBS March 2006 - September 2013
Advest, Inc 2003 - 2004
Citigroup Asset Management 1999 - 2002
Prudential Financial 1997 - 1999
Skills
Wealth Management, Alternative Investments, Mutual Funds, Marketing Strategy, Marketing Management, Relationship Management, Fixed Income, Equities, Asset Allocation, Marketing, Securities, Fixed Annuities, Financial Advisory, Hedge Funds, Investment Advisory, Brand Ambassadors, Series 63, Content Management, Series 7, Social Media Marketing
Education
Seton Hall University 1986 — 1989
BS in Business, Marketing, Spanish
The Wharton School
SIFMA - Securities Industry Institute, 2012
Highland Capital Management, L.P. October 2013 - Present
UBS March 2006 - September 2013
Advest, Inc 2003 - 2004
Citigroup Asset Management 1999 - 2002
Prudential Financial 1997 - 1999
Skills
Wealth Management, Alternative Investments, Mutual Funds, Marketing Strategy, Marketing Management, Relationship Management, Fixed Income, Equities, Asset Allocation, Marketing, Securities, Fixed Annuities, Financial Advisory, Hedge Funds, Investment Advisory, Brand Ambassadors, Series 63, Content Management, Series 7, Social Media Marketing
Education
Seton Hall University 1986 — 1989
BS in Business, Marketing, Spanish
The Wharton School
SIFMA - Securities Industry Institute, 2012
James Rist's UBS Experience 2001 - May 2009
Job Scotiabank
Industry Financial Services
Experience
Scotiabank June 2014 - Present
HSBC September 2010 - June 2014
HSBC Securities 2010 - 2010
HSBC Securities 2010 - 2010
Banco Santander 2009 - 2010
UBS 2001 - May 2009
LaBranche & Co. 2008 - 2009
UBS Securties,LLC 2001 - 2009
RSQ Trading Company January 1995 - January 2001
Education
Southern Connecticut State University 1982 — 1986
economics
Wooster
Scotiabank June 2014 - Present
HSBC September 2010 - June 2014
HSBC Securities 2010 - 2010
HSBC Securities 2010 - 2010
Banco Santander 2009 - 2010
UBS 2001 - May 2009
LaBranche & Co. 2008 - 2009
UBS Securties,LLC 2001 - 2009
RSQ Trading Company January 1995 - January 2001
Education
Southern Connecticut State University 1982 — 1986
economics
Wooster
Shelley Weihs's UBS Experience July 2000 - July 2001
Job Food and Beverage (FaB) Service
Industry Hospitality
Experience
BLUPURA USA 2015 - Present
Frieling USA March 2009 - November 2012
DC Publishing May 2008 - March 2009
Delectable Samplings 2007 - 2009
UBS July 2000 - July 2001
J.C. Bradford & Co. December 1996 - July 2000
Smith Barney June 1993 - December 1996
Skills
Food & Beverage, Restaurants, Hospitality Industry, Hospitality, Hotels, Menu Development, Hospitality Management, Beverage, Coffee, Food, Catering, Wine, Banquets, Restaurant Management, Fine Dining, Sales, Pre-opening, Resorts, Wine Tasting, Culinary Skills, Food Service, Hotel Management, Trade Shows, Micros
Education
Southern Connecticut State University 1989 — 1993
BS, Marketing, management, communications
Foran Highschool
BLUPURA USA 2015 - Present
Frieling USA March 2009 - November 2012
DC Publishing May 2008 - March 2009
Delectable Samplings 2007 - 2009
UBS July 2000 - July 2001
J.C. Bradford & Co. December 1996 - July 2000
Smith Barney June 1993 - December 1996
Skills
Food & Beverage, Restaurants, Hospitality Industry, Hospitality, Hotels, Menu Development, Hospitality Management, Beverage, Coffee, Food, Catering, Wine, Banquets, Restaurant Management, Fine Dining, Sales, Pre-opening, Resorts, Wine Tasting, Culinary Skills, Food Service, Hotel Management, Trade Shows, Micros
Education
Southern Connecticut State University 1989 — 1993
BS, Marketing, management, communications
Foran Highschool
Torie Pennington von Alt's UBS Experience 2010 - 2012
Job Founder, Victorie Communications // Partner, Man Bites Dog
Industry Public Relations and Communications
Experience
Guggenheim Partners 2012 - 2013
UBS 2010 - 2012
Lehman Brothers / Nomura 2006 - 2010
Financial Dynamics 2004 - 2006
Edelman 1999 - 2004
Skills
Public Relations, Crisis Communications, Executive Positioning, M&A/IPO/Bankruptcy..., Financial Communications, Reputation Management, Positioning, Corporate Communications, Crisis Management, Internal Communications, Media Relations, Strategic Communications
Education
Smith College
Bachelor of Arts (B.A.), Political Science / Economics
Brooks School
Guggenheim Partners 2012 - 2013
UBS 2010 - 2012
Lehman Brothers / Nomura 2006 - 2010
Financial Dynamics 2004 - 2006
Edelman 1999 - 2004
Skills
Public Relations, Crisis Communications, Executive Positioning, M&A/IPO/Bankruptcy..., Financial Communications, Reputation Management, Positioning, Corporate Communications, Crisis Management, Internal Communications, Media Relations, Strategic Communications
Education
Smith College
Bachelor of Arts (B.A.), Political Science / Economics
Brooks School
Jessica Hermo's UBS Experience April 2015 - Present
Job Attorney at UBS
Industry Banking
Experience
UBS April 2015 - Present
UBS January 2013 - April 2015
UBS November 2007 - December 2012
Seton Hall University June 2008 - August 2008
PwC August 2006 - November 2007
Skills
Analysis, Tax, Research, Software Documentation, Financial Statements, Due Diligence, Private Equity, Investments, Finance, Internal Audit
Education
Seton Hall Law School 2008 — 2012
Doctor of Law (J.D.)
University of Notre Dame - Mendoza College of Business 2005 — 2006
Masters of Science in Accountancy, Tax Services
UBS April 2015 - Present
UBS January 2013 - April 2015
UBS November 2007 - December 2012
Seton Hall University June 2008 - August 2008
PwC August 2006 - November 2007
Skills
Analysis, Tax, Research, Software Documentation, Financial Statements, Due Diligence, Private Equity, Investments, Finance, Internal Audit
Education
Seton Hall Law School 2008 — 2012
Doctor of Law (J.D.)
University of Notre Dame - Mendoza College of Business 2005 — 2006
Masters of Science in Accountancy, Tax Services
Jennifer Calise's UBS Experience August 2010 - July 2012
Job DirectorGlobal AntiCorruption at American Express
Industry Banking
Experience
American Express August 2014 - Present
American Express July 2012 - Present
UBS August 2010 - July 2012
UBS Financial Services Inc. July 2006 - August 2010
Skills
Securities, TRACE Anti-Bribery..., Financial Services, Risk Management
Education
Siena College 2002 — 2006
BS, Marketing Management
American Express August 2014 - Present
American Express July 2012 - Present
UBS August 2010 - July 2012
UBS Financial Services Inc. July 2006 - August 2010
Skills
Securities, TRACE Anti-Bribery..., Financial Services, Risk Management
Education
Siena College 2002 — 2006
BS, Marketing Management
Carol Nieckarz's UBS Experience April 2009 - Present
Job Account Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2012 - Present
UBS April 2009 - Present
Morgan Stanley Smith Barney June 1997 - April 2009
Education
Siena College 1994 — 1997
Bachelors, Accounting
UBS Financial Services February 2012 - Present
UBS April 2009 - Present
Morgan Stanley Smith Barney June 1997 - April 2009
Education
Siena College 1994 — 1997
Bachelors, Accounting
Jason Canell, CAMS's UBS Experience August 2004 - August 2006
Job Director Head of Client OnBoarding at RBS
Industry Banking
Experience
Royal Bank of Scotland June 2009 - Present
RBS Securities Inc March 2007 - June 2009
Edward Jones August 2006 - March 2007
UBS August 2004 - August 2006
Skills
AML, Settlements, FX, Back Office, Middle Office, KYC, Settlement, Payments, FX Options, Investment Banking, Fixed Income, Banking, Onboarding, Trade Finance, Cash Management, Derivatives
Education
Southern Connecticut State University
Bachelor of Science, Finance
Royal Bank of Scotland June 2009 - Present
RBS Securities Inc March 2007 - June 2009
Edward Jones August 2006 - March 2007
UBS August 2004 - August 2006
Skills
AML, Settlements, FX, Back Office, Middle Office, KYC, Settlement, Payments, FX Options, Investment Banking, Fixed Income, Banking, Onboarding, Trade Finance, Cash Management, Derivatives
Education
Southern Connecticut State University
Bachelor of Science, Finance
Alexandra Murphy's UBS Experience February 2007 - October 2007
Job Domestic Violence Advocate at Family Crisis Services
Industry Public Safety
Experience
Family Crisis Services 2011 - Present
City of Portland, Maine October 2007 - April 2011
UBS February 2007 - October 2007
McDonald Financial Group/Key Bank December 2005 - February 2007
Advest, Inc. April 2003 - June 2005
A.G. Edwards April 1996 - April 2003
Skills
Marketing, Public Speaking, Strategic Planning, Research, Psychotherapy, Nonprofits, Fundraising, Community Outreach, Crisis Intervention, Volunteer Management, Group Therapy, Program Development, Community Development, Social Services, Grant Writing, Mental Health Counseling, Case Managment, Adolescents, Conflict Resolution, Youth Development, Program Evaluation, Community Organizing, Workshop Facilitation, Policy, Policy Analysis, Mental Health, Training, Career Counseling, Event Planning, Family Therapy, Staff Development, Leadership Development, Teaching, Case Management
Education
Simmons College 1983 — 1987
BA, Finance
Family Crisis Services 2011 - Present
City of Portland, Maine October 2007 - April 2011
UBS February 2007 - October 2007
McDonald Financial Group/Key Bank December 2005 - February 2007
Advest, Inc. April 2003 - June 2005
A.G. Edwards April 1996 - April 2003
Skills
Marketing, Public Speaking, Strategic Planning, Research, Psychotherapy, Nonprofits, Fundraising, Community Outreach, Crisis Intervention, Volunteer Management, Group Therapy, Program Development, Community Development, Social Services, Grant Writing, Mental Health Counseling, Case Managment, Adolescents, Conflict Resolution, Youth Development, Program Evaluation, Community Organizing, Workshop Facilitation, Policy, Policy Analysis, Mental Health, Training, Career Counseling, Event Planning, Family Therapy, Staff Development, Leadership Development, Teaching, Case Management
Education
Simmons College 1983 — 1987
BA, Finance
Martha Ciaschini's UBS Experience Information ManagerPreussag NA1993 - 1995
Job Information Center Manager at UBS
Industry Investment Banking
Experience
UBS Information ManagerPreussag NA1993 - 1995
Bain & Company 1904 - 1905
Goldman Sachs 1901 - 1902
Education
Wheaton College (MA) 1981 — 1985
BA, Political Science
Simmons College
MLS, Masters of Library Science
UBS Information ManagerPreussag NA1993 - 1995
Bain & Company 1904 - 1905
Goldman Sachs 1901 - 1902
Education
Wheaton College (MA) 1981 — 1985
BA, Political Science
Simmons College
MLS, Masters of Library Science
Laura D'Arrigo's UBS Experience February 1992 - November 2012
Job Accounts Payable Manager
Industry Financial Services
Experience
Broadridge Financial Solutions June 2013 - Present
UBS February 1992 - November 2012
PepsiCo June 1988 - December 1991
Skills
Accounts Payable, SAP, Outsourcing, Internal Controls, Fixed Assets, Account Reconciliation, Managerial Skills, Concur, System Implementations, Sabrix, Offshore Outsourcing, Process Improvement, Business Objects, Sales & Use Tax, Document Imaging, Process Flow..., Reporting Metrics, Cash Management, Sarbanes-Oxley, SOX Compliancy, Offshoring
Education
Seton Hall University 1988 — 1992
Bachelor's degree, Accounting
Broadridge Financial Solutions June 2013 - Present
UBS February 1992 - November 2012
PepsiCo June 1988 - December 1991
Skills
Accounts Payable, SAP, Outsourcing, Internal Controls, Fixed Assets, Account Reconciliation, Managerial Skills, Concur, System Implementations, Sabrix, Offshore Outsourcing, Process Improvement, Business Objects, Sales & Use Tax, Document Imaging, Process Flow..., Reporting Metrics, Cash Management, Sarbanes-Oxley, SOX Compliancy, Offshoring
Education
Seton Hall University 1988 — 1992
Bachelor's degree, Accounting
Thomas Leick's UBS Experience 2005 - 2008
Job Accounting Manager at Siemens Financial Services
Industry Financial Services
Experience
Siemens Financial Services December 2012 - Present
CIT 2008 - November 2012
UBS 2005 - 2008
UBS Financial Services Inc 1999 - 2005
Deutsche Bank 1999 - 2005
Prudential Financial 1997 - 1999
Skills
C.P.A. in New Jersey..., Financial Analysis, Financial Modeling, Strategic Financial..., Corporate Finance, Financial Reporting, Finance, Risk Management, Portfolio Management, Accounting, Sarbanes-Oxley Act, Internal Controls, Valuation, Forecasting, Due Diligence, Asset Management, Wealth Management, Banking, Financial Services, Investments, Equities
Education
Seton Hall University 1991 — 1995
Master of Business Administration (M.B.A.), Finance
University of Delaware 1984 — 1988
Accounting
Siemens Financial Services December 2012 - Present
CIT 2008 - November 2012
UBS 2005 - 2008
UBS Financial Services Inc 1999 - 2005
Deutsche Bank 1999 - 2005
Prudential Financial 1997 - 1999
Skills
C.P.A. in New Jersey..., Financial Analysis, Financial Modeling, Strategic Financial..., Corporate Finance, Financial Reporting, Finance, Risk Management, Portfolio Management, Accounting, Sarbanes-Oxley Act, Internal Controls, Valuation, Forecasting, Due Diligence, Asset Management, Wealth Management, Banking, Financial Services, Investments, Equities
Education
Seton Hall University 1991 — 1995
Master of Business Administration (M.B.A.), Finance
University of Delaware 1984 — 1988
Accounting
Martin Proctor's UBS Experience September 2003 - May 2009
Job Sales at Nuttall Golf Cars
Industry Sporting Goods
Experience
Nuttall Golf Cars August 2009 - Present
UBS September 2003 - May 2009
GC Supply, Inc. July 1994 - September 2003
Skills
Sales, Marketing, Sales Management, Customer Service, Retail, New Business Development, Forecasting, Marketing Strategy, Account Management, Microsoft Excel, Negotiation, Strategic Planning, Inventory Management, Team Building, Microsoft Office, Team Leadership, Advertising, Budgets, Supply Chain Management, Management
Education
Southern Methodist University
Bachelor's Degree, Marketing
Nuttall Golf Cars August 2009 - Present
UBS September 2003 - May 2009
GC Supply, Inc. July 1994 - September 2003
Skills
Sales, Marketing, Sales Management, Customer Service, Retail, New Business Development, Forecasting, Marketing Strategy, Account Management, Microsoft Excel, Negotiation, Strategic Planning, Inventory Management, Team Building, Microsoft Office, Team Leadership, Advertising, Budgets, Supply Chain Management, Management
Education
Southern Methodist University
Bachelor's Degree, Marketing
Burke Coleman, CIMA, CPWA's UBS Experience February 2007 - Present
Job Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS February 2007 - Present
UBS April 2003 - February 2007
Morgan Stanley August 1994 - April 2003
Education
Investment Management Consultants Association 2009 — 2009
Certified Private Wealth Advisor ®
Investment Management Consultants Association 2007 — 2007
Certified Investment Management Analyst ®
Siena College 1980 — 1983
Bachelor's of Science, Economics
UBS February 2007 - Present
UBS April 2003 - February 2007
Morgan Stanley August 1994 - April 2003
Education
Investment Management Consultants Association 2009 — 2009
Certified Private Wealth Advisor ®
Investment Management Consultants Association 2007 — 2007
Certified Investment Management Analyst ®
Siena College 1980 — 1983
Bachelor's of Science, Economics
Thomas J. Madigan Jr.'s UBS Experience April 2000 - Present
Job Senior Vice President Wealth Managent, Wealth Advisor
Industry Investment Management
Experience
UBS April 2000 - Present
Education
Southern Connecticut State University 1993 — 1998
BS, Business
UBS April 2000 - Present
Education
Southern Connecticut State University 1993 — 1998
BS, Business
Eva Chow's UBS Experience April 2011 - August 2014
Job Executive Assistant to Head of Financial Crime Compliance, Canada
Industry Banking
Experience
HSBC March 2015 - Present
UBS Wealth Management August 2014 - March 2015
UBS April 2011 - August 2014
Goldman Sachs 2010 - 2011
National Australia Bank 2007 - 2010
Infiniti Capital 2005 - 2007
Skills
Talent Acquisition, Recruiting, Office Management, Microsoft Excel, Leadership, Investment Banking, Human Resources, Hedge Funds, Expense Management, Equities, Corporate Communications, Bloomberg, Banking, Asset Managment, Asset Management, Financial Services
Education
Simon Fraser University 1998 — 2000
Bachelor of Arts, Economics
HSBC March 2015 - Present
UBS Wealth Management August 2014 - March 2015
UBS April 2011 - August 2014
Goldman Sachs 2010 - 2011
National Australia Bank 2007 - 2010
Infiniti Capital 2005 - 2007
Skills
Talent Acquisition, Recruiting, Office Management, Microsoft Excel, Leadership, Investment Banking, Human Resources, Hedge Funds, Expense Management, Equities, Corporate Communications, Bloomberg, Banking, Asset Managment, Asset Management, Financial Services
Education
Simon Fraser University 1998 — 2000
Bachelor of Arts, Economics
William Berman's UBS Experience August 2014 - Present
Job Graduate Student at Seton Hall University
Industry Financial Services
Experience
UBS August 2014 - Present
PricewaterhouseCoopers November 2013 - July 2014
J.P. Morgan August 2013 - September 2013
Education
Seton Hall University 2012 — 2014
Master of Business Administration (MBA), Finance and Management
University of Miami 2009 — 2011
Bachelor of Arts (B.A.), History
UBS August 2014 - Present
PricewaterhouseCoopers November 2013 - July 2014
J.P. Morgan August 2013 - September 2013
Education
Seton Hall University 2012 — 2014
Master of Business Administration (MBA), Finance and Management
University of Miami 2009 — 2011
Bachelor of Arts (B.A.), History
Christine Gilfillan's UBS Experience Executive DirectorUBSEDUBS Investment Bank1988 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS Executive DirectorUBSEDUBS Investment Bank1988 - Present
Skills
Derivatives, Investment Banking, Trading, Hedge Funds, Capital Markets, Fixed Income, Options, FX Options, Swaps, Interest Rate..., Structured Products, Financial Markets, Electronic Trading, Equities
Education
Siena College 1984 — 1988
BS, Finance
UBS Executive DirectorUBSEDUBS Investment Bank1988 - Present
Skills
Derivatives, Investment Banking, Trading, Hedge Funds, Capital Markets, Fixed Income, Options, FX Options, Swaps, Interest Rate..., Structured Products, Financial Markets, Electronic Trading, Equities
Education
Siena College 1984 — 1988
BS, Finance
Neal Ludovico's UBS Experience February 2001 - January 2003
Job District Manager at ADP
Industry Outsourcing/Offshoring
Experience
ADP February 2015 - Present
Total Mortgage Services, LLC January 2003 - Present
UBS February 2001 - January 2003
Skills
Mortgage Lending, FHA, Loan Origination, Mortgage Banking, Loans, Credit, VA loans, Refinance, USDA, Residential Mortgages, Banking, FHA financing, Reverse Mortgages, Government Loans, Human Resources, Human Capital, ADP Payroll, Talent Management, Talent Acquisition, Small Business, Retirement, Workers Compensation
Education
Southern Connecticut State University
Business Administration, Management and Operations
ADP February 2015 - Present
Total Mortgage Services, LLC January 2003 - Present
UBS February 2001 - January 2003
Skills
Mortgage Lending, FHA, Loan Origination, Mortgage Banking, Loans, Credit, VA loans, Refinance, USDA, Residential Mortgages, Banking, FHA financing, Reverse Mortgages, Government Loans, Human Resources, Human Capital, ADP Payroll, Talent Management, Talent Acquisition, Small Business, Retirement, Workers Compensation
Education
Southern Connecticut State University
Business Administration, Management and Operations
Tawney Booth's UBS Experience October 2009 - November 2012
Job Senior Financial Analyst at Reliance Energy, Inc
Industry Financial Services
Experience
Reliance Energy, Inc January 2013 - Present
UBS October 2009 - November 2012
Skills
Capital Markets, Valuation
Education
Southern Methodist University 2005 — 2007
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at Austin 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Reliance Energy, Inc January 2013 - Present
UBS October 2009 - November 2012
Skills
Capital Markets, Valuation
Education
Southern Methodist University 2005 — 2007
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at Austin 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Callie Jennings's UBS Experience January 2013 - Present
Job Customer Liaison Securities Exchange at UBS
Industry Fund-Raising
Experience
UBS January 2013 - Present
Jack C Massey Graduate School of Business January 2012 - Present
Great American Preferred March 2006 - February 2011
Southwestern/GAO May 2006 - December 2006
Skills
Fundraising, Non-profits, Event Planning, Event Management, Community Outreach, Public Speaking, Research, Public Relations, Marketing Communications, Strategic Planning, Customer Service, Social Networking, Editing, Social Media Marketing, Budgets, Press Releases
Education
Ecole Management de Normandie 2012 — 2012
Know Europe, International Marketing & EU Import Practices
Shakespeare University 2005 — 2005
n/a, Folio Breakdown, Modern Drama
University of Tennessee-Knoxville 2003 — 2005
BA, English, French
Sewanee-The University of the South 2001 — 2003
n/a, American Studies
UBS January 2013 - Present
Jack C Massey Graduate School of Business January 2012 - Present
Great American Preferred March 2006 - February 2011
Southwestern/GAO May 2006 - December 2006
Skills
Fundraising, Non-profits, Event Planning, Event Management, Community Outreach, Public Speaking, Research, Public Relations, Marketing Communications, Strategic Planning, Customer Service, Social Networking, Editing, Social Media Marketing, Budgets, Press Releases
Education
Ecole Management de Normandie 2012 — 2012
Know Europe, International Marketing & EU Import Practices
Shakespeare University 2005 — 2005
n/a, Folio Breakdown, Modern Drama
University of Tennessee-Knoxville 2003 — 2005
BA, English, French
Sewanee-The University of the South 2001 — 2003
n/a, American Studies
Corey Homewood's UBS Experience June 2009 - September 2009
Job Time Administration Analyst
Industry Human Resources
Experience
Boehringer Ingelheim on behalf of Yoh Services December 2012 - Present
Happy Hollow Farm September 2010 - Present
Boehringer Ingelheim on behalf of Yoh Services March 2012 - December 2012
Boehringer Ingelheim on behalf of Yoh Services November 2011 - January 2012
UBS June 2009 - September 2009
Skills
Data Management, SDLC, Documentum, Data Warehousing, Business Intelligence, SAP, Siebel, Quality Assurance, CRM, Process Improvement, Vendor Management, Access, SharePoint, Project Management, Lotus Notes, Team Leadership, Analysis
Education
Southern Connecticut State University 2005 — 2009
Bachelor of Science (B.S.), Business Administration, Finance concentration, 3.59
Boehringer Ingelheim on behalf of Yoh Services December 2012 - Present
Happy Hollow Farm September 2010 - Present
Boehringer Ingelheim on behalf of Yoh Services March 2012 - December 2012
Boehringer Ingelheim on behalf of Yoh Services November 2011 - January 2012
UBS June 2009 - September 2009
Skills
Data Management, SDLC, Documentum, Data Warehousing, Business Intelligence, SAP, Siebel, Quality Assurance, CRM, Process Improvement, Vendor Management, Access, SharePoint, Project Management, Lotus Notes, Team Leadership, Analysis
Education
Southern Connecticut State University 2005 — 2009
Bachelor of Science (B.S.), Business Administration, Finance concentration, 3.59
Steven Cannata's UBS Experience June 1999 - August 2007
Job Financial Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2007 - Present
UBS June 1999 - August 2007
Financial Models Company May 1998 - June 1999
Education
Siena College 1994 — 1998
Bachelor's degree, Finance, General
Bank of America Merrill Lynch August 2007 - Present
UBS June 1999 - August 2007
Financial Models Company May 1998 - June 1999
Education
Siena College 1994 — 1998
Bachelor's degree, Finance, General
Colleen Conroy's UBS Experience August 2011 - April 2014
Job HR Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
UBS August 2011 - April 2014
UBS June 2008 - July 2011
Blue Man Productions October 2007 - May 2008
Education
The Royal Central School of Speech and Drama 1998 — 2001
Bachelor of Arts (BA), Acting
Smith College
Morgan Stanley May 2014 - Present
UBS August 2011 - April 2014
UBS June 2008 - July 2011
Blue Man Productions October 2007 - May 2008
Education
The Royal Central School of Speech and Drama 1998 — 2001
Bachelor of Arts (BA), Acting
Smith College
Michael Elnitski's UBS Experience May 2009 - August 2009
Job Trade Associate at Ascensus
Industry Financial Services
Experience
Ascensus August 2010 - Present
Teva Pharmaceuticals April 2010 - July 2010
UBS May 2009 - August 2009
Education
Shippensburg University of Pennsylvania 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Ascensus August 2010 - Present
Teva Pharmaceuticals April 2010 - July 2010
UBS May 2009 - August 2009
Education
Shippensburg University of Pennsylvania 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Patrick Lindsey's UBS Experience June 2009 - May 2014
Job Institutional Equity Sales at UBS
Industry Financial Services
Experience
UBS June 2009 - May 2014
Bank of America June 2005 - March 2009
Green Street Advisors September 1996 - December 2004
Skills
Equity Sales, Equities, Institutional, Equity Research, Capital Markets, Series 7, Alternative Investments, Investments, Financial Modeling, Hedge Funds, Asset Management, Valuation
Education
Southern Methodist University 1995 — 1998
Master of Business Administration (MBA), Finance and Real Estate
Stephen F. Austin State University 1988 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance
UBS June 2009 - May 2014
Bank of America June 2005 - March 2009
Green Street Advisors September 1996 - December 2004
Skills
Equity Sales, Equities, Institutional, Equity Research, Capital Markets, Series 7, Alternative Investments, Investments, Financial Modeling, Hedge Funds, Asset Management, Valuation
Education
Southern Methodist University 1995 — 1998
Master of Business Administration (MBA), Finance and Real Estate
Stephen F. Austin State University 1988 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance
Jayne Porter's UBS Experience August 2000 - October 2005
Job Credit Union associate at Amherst Securities Group
Industry Financial Services
Experience
Amherst Securities Group March 2012 - Present
Oppenheimer & Co. February 2006 - November 2011
UBS August 2000 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Illinois at Urbana-Champaign 1979 — 1981
Bachelor's degree, Political Science and Government
Southern Illinois University, Carbondale 1977 — 1979
Amherst Securities Group March 2012 - Present
Oppenheimer & Co. February 2006 - November 2011
UBS August 2000 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Illinois at Urbana-Champaign 1979 — 1981
Bachelor's degree, Political Science and Government
Southern Illinois University, Carbondale 1977 — 1979
Lacy Adair Henson's UBS Experience October 2011 - August 2013
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
UBS October 2011 - August 2013
Morgan Stanley Smith Barney (Legacy Smith Barney) September 1995 - October 2011
Skills
Series 7, 8, & 63..., Series 65
Education
Southern Methodist University 1975 — 1979
Bachelor of Arts (B.A.), Elementary Education, Spcialization in Physical Education
Morgan Stanley August 2013 - Present
UBS October 2011 - August 2013
Morgan Stanley Smith Barney (Legacy Smith Barney) September 1995 - October 2011
Skills
Series 7, 8, & 63..., Series 65
Education
Southern Methodist University 1975 — 1979
Bachelor of Arts (B.A.), Elementary Education, Spcialization in Physical Education
Justine Mongan's UBS Experience June 2013 - Present
Job Attorney at UBS
Industry Law Practice
Experience
UBS June 2013 - Present
Pisciotti, Malsch & Buckley, P.C. September 2011 - June 2013
Superior Court of New Jersey September 2010 - August 2011
Education
Seton Hall Law School 2007 — 2010
Doctor of Law (J.D.)
Temple University 2003 — 2007
Bachelor of Arts (B.A.)
UBS June 2013 - Present
Pisciotti, Malsch & Buckley, P.C. September 2011 - June 2013
Superior Court of New Jersey September 2010 - August 2011
Education
Seton Hall Law School 2007 — 2010
Doctor of Law (J.D.)
Temple University 2003 — 2007
Bachelor of Arts (B.A.)
Luis G. Uribe's UBS Experience March 2001 - March 2006
Job Seeking new oportunities in the financial industry
Industry Investment Banking
Experience
Seeking Employment or Consulting Opportunities April 2013 - Present
Goldman Sachs 2006 - 2013
UBS March 2001 - March 2006
Salomon Smith Barney March 1998 - March 2001
Morgan Stanley December 1993 - March 1998
Skills
Financial Analysis, Finacial Management, global capital markets, Teamwork, ACATS, ADRs, Bilingual, back office..., Realignment, Capital Markets, Back Office, Corporate Actions, Financial Services, FX Options, Banking
Education
Sienna College, Loudenville, New York 1985 — 1988
Bachelor of Science, Economics
Seeking Employment or Consulting Opportunities April 2013 - Present
Goldman Sachs 2006 - 2013
UBS March 2001 - March 2006
Salomon Smith Barney March 1998 - March 2001
Morgan Stanley December 1993 - March 1998
Skills
Financial Analysis, Finacial Management, global capital markets, Teamwork, ACATS, ADRs, Bilingual, back office..., Realignment, Capital Markets, Back Office, Corporate Actions, Financial Services, FX Options, Banking
Education
Sienna College, Loudenville, New York 1985 — 1988
Bachelor of Science, Economics
Rony Gonzalez's UBS Experience June 2007 - August 2007
Job Sales Consultant at Garavel Jeep Chrysler Dodge
Industry Food & Beverages
Experience
Garavel Jeep Chrysler Dodge August 2013 - Present
Nestlé Waters North America June 2012 - August 2013
UBS June 2007 - August 2007
Skills
SAP, Bilingual, Microsoft Excel
Education
Southern Connecticut State University 2008 — 2012
Bachelor's degree, Accounting
Garavel Jeep Chrysler Dodge August 2013 - Present
Nestlé Waters North America June 2012 - August 2013
UBS June 2007 - August 2007
Skills
SAP, Bilingual, Microsoft Excel
Education
Southern Connecticut State University 2008 — 2012
Bachelor's degree, Accounting
Reina Hauschild's UBS Experience September 2000 - January 2002
Job Vice President
Industry Banking
Experience
Northern Trust Corporation May 2015 - Present
ArgoFund July 2014 - April 2015
Brown Brothers Harriman June 2006 - December 2013
American Express (Global Financial Markets) 2006 - 2006
TD (Formerly Hudson United Bank) August 2002 - August 2005
UBS September 2000 - January 2002
BBO Capital Markets January 1995 - August 2000
Skills
Bilingual-English/Spanis..., Banking, Finance, Cash Management, Treasury, Treasury Management, Foreign Exchange, Sales, Financial Services, Financial Institutions, Business Relationship..., Derivatives, Due Diligence, Investment Banking
Education
Simmons School of Management 1999 — 2000
Master of Business Administration (M.B.A.)
Northern Trust Corporation May 2015 - Present
ArgoFund July 2014 - April 2015
Brown Brothers Harriman June 2006 - December 2013
American Express (Global Financial Markets) 2006 - 2006
TD (Formerly Hudson United Bank) August 2002 - August 2005
UBS September 2000 - January 2002
BBO Capital Markets January 1995 - August 2000
Skills
Bilingual-English/Spanis..., Banking, Finance, Cash Management, Treasury, Treasury Management, Foreign Exchange, Sales, Financial Services, Financial Institutions, Business Relationship..., Derivatives, Due Diligence, Investment Banking
Education
Simmons School of Management 1999 — 2000
Master of Business Administration (M.B.A.)
Sharon Masse's UBS Experience November 2009 - November 2012
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2012 - 2013
UBS November 2009 - November 2012
Skills
Administrative..., Financial Services, Series 7, Series 63, Notary Public
Education
Southern Connecticut State University 1994 — 1999
Bachelor's degree, Liberal Studies
Merrill Lynch 2012 - 2013
UBS November 2009 - November 2012
Skills
Administrative..., Financial Services, Series 7, Series 63, Notary Public
Education
Southern Connecticut State University 1994 — 1999
Bachelor's degree, Liberal Studies
Anthony Meza's UBS Experience January 2012 - Present
Job Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2012 - Present
Merrill Lynch June 2006 - January 2012
Education
University of California, Irvine 2004 — 2006
Bachelor of Arts (BA), Economics
Sierra College 2002 — 2004
UBS January 2012 - Present
Merrill Lynch June 2006 - January 2012
Education
University of California, Irvine 2004 — 2006
Bachelor of Arts (BA), Economics
Sierra College 2002 — 2004
Carolyn Adam's UBS Experience April 1995 - June 2002
Job President and Owner at Carolyn Adam Events, Inc.
Industry Events Services
Experience
Carolyn Adam Events, Inc. January 1998 - Present
Archbishop McNicholas High School June 2011 - July 2012
UBS April 1995 - June 2002
Skills
Event Management, Corporate Events, Fundraising, Finance, Client Relations Skills
Education
The London School of Economics and Political Science (LSE) 1991 — 1992
Master's degree, Economics
Smith College 1985 — 1989
Bachelor of Arts (B.A.)
Carolyn Adam Events, Inc. January 1998 - Present
Archbishop McNicholas High School June 2011 - July 2012
UBS April 1995 - June 2002
Skills
Event Management, Corporate Events, Fundraising, Finance, Client Relations Skills
Education
The London School of Economics and Political Science (LSE) 1991 — 1992
Master's degree, Economics
Smith College 1985 — 1989
Bachelor of Arts (B.A.)
Edward Ruth's UBS Experience April 2005 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS April 2005 - Present
Education
Shippensburg University of Pennsylvania 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Management / Business Marketing
UBS April 2005 - Present
Education
Shippensburg University of Pennsylvania 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Management / Business Marketing
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.