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.
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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
Pamela Tyll Pamela Tyll's UBS Experience June 2007 - August 2007
Job Marketing Coordinator at ARS Engineers
Industry Marketing and Advertising
Experience
ARS Engineers September 2013 - Present
ClubLocal LLC April 2012 - August 2013
Pamela Makes Pie September 2006 - March 2013
Cabela's January 2011 - April 2012
Sparkling Water Pool Service April 2010 - August 2010
St. Edward's University August 2008 - July 2009
St. Edward's University March 2007 - June 2009
Office of Career Planning September 2008 - May 2009
UBS June 2007 - August 2007
Skills
Event Planning, Public Relations, Graphic Design, Writing, Customer Service, Marketing, Sales, Social Media, Microsoft Excel, PowerPoint, Social Media Marketing, Digital Media, Marketing Communications, Local Marketing, Facebook, Public Speaking, Research, Event Management, Media Relations, Time Management, Pinterest, Technical Writing, Publicity, Team Leadership, Advertising, Management, Recruiting, Social Networking, Project Management
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Graduate Marketing Certificate Program, Marketing, 4.0 GPA
St. Edward's University 2006 — 2009
Communication, Organizational Communication, 3.0 GPA
Bishop Lynch High School 2002 — 2006
HS
ARS Engineers September 2013 - Present
ClubLocal LLC April 2012 - August 2013
Pamela Makes Pie September 2006 - March 2013
Cabela's January 2011 - April 2012
Sparkling Water Pool Service April 2010 - August 2010
St. Edward's University August 2008 - July 2009
St. Edward's University March 2007 - June 2009
Office of Career Planning September 2008 - May 2009
UBS June 2007 - August 2007
Skills
Event Planning, Public Relations, Graphic Design, Writing, Customer Service, Marketing, Sales, Social Media, Microsoft Excel, PowerPoint, Social Media Marketing, Digital Media, Marketing Communications, Local Marketing, Facebook, Public Speaking, Research, Event Management, Media Relations, Time Management, Pinterest, Technical Writing, Publicity, Team Leadership, Advertising, Management, Recruiting, Social Networking, Project Management
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Graduate Marketing Certificate Program, Marketing, 4.0 GPA
St. Edward's University 2006 — 2009
Communication, Organizational Communication, 3.0 GPA
Bishop Lynch High School 2002 — 2006
HS
Charlotte Whitaker's UBS Experience June 2010 - August 2010
Job Assistant Director of Revenue Management at Hilton Worldwide
Industry Hospitality
Experience
Hilton Worldwide November 2013 - Present
Hilton Worldwide June 2011 - October 2013
Interstate Batteries May 2010 - May 2011
UBS June 2010 - August 2010
LPL Financial October 2005 - July 2009
Skills
Financial Modeling, Forecasting, Financial Analysis, Strategic Planning, Microsoft Excel, Data Analysis, Budgets, Market Research, PowerPoint, Analysis, Business Strategy, Marketing Strategy, Revenue Analysis, Finance, Team Leadership, Leadership, Competitive Analysis, Marketing, Management, Business Analysis
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance and ITOM
The University of Texas at Austin 2001 — 2006
BA, Psychology
Hilton Worldwide November 2013 - Present
Hilton Worldwide June 2011 - October 2013
Interstate Batteries May 2010 - May 2011
UBS June 2010 - August 2010
LPL Financial October 2005 - July 2009
Skills
Financial Modeling, Forecasting, Financial Analysis, Strategic Planning, Microsoft Excel, Data Analysis, Budgets, Market Research, PowerPoint, Analysis, Business Strategy, Marketing Strategy, Revenue Analysis, Finance, Team Leadership, Leadership, Competitive Analysis, Marketing, Management, Business Analysis
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance and ITOM
The University of Texas at Austin 2001 — 2006
BA, Psychology
Ryan Doane Ryan Doane's UBS Experience June 2013 - August 2013
Job Student at Southwestern University
Industry
Experience
WR Starkey Mortgage June 2014 - August 2014
Southwestern University August 2013 - May 2014
UBS June 2013 - August 2013
The Trade Group May 2012 - August 2012
Skills
Microsoft Word
Education
Southwestern University 2011 — 2015
Southwestern University
WR Starkey Mortgage June 2014 - August 2014
Southwestern University August 2013 - May 2014
UBS June 2013 - August 2013
The Trade Group May 2012 - August 2012
Skills
Microsoft Word
Education
Southwestern University 2011 — 2015
Southwestern University
Matthew DiDonato Matthew DiDonato's UBS Experience September 2012 - December 2012
Job Associate Revenue Analyst at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions June 2014 - Present
Broadridge Financial Solutions January 2014 - June 2014
UBS September 2012 - December 2012
BNY Mellon June 2010 - January 2012
Famous Dave's September 2007 - August 2009
Skills
Financial Analysis, Bloomberg Terminal, Finance, Customer Service, Bloomberg, Financial Modeling, Microsoft Office, Microsoft Excel, Equities, PowerPoint, iOS, Technical Support, Fixed Income, Microsoft Word, Outlook, Forecasting, Time Management, Collaborative Problem..., Troubleshooting, Public Speaking, Lotus Notes, Social Media, Windows 7, Windows Vista, Windows XP, Leadership, Valuation, OS X, Mac OS X, Windows 8, Oracle
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2013
Bachelor of Science (BS), Finance
Smithtown High School West 2005 — 2009
High School
Broadridge Financial Solutions June 2014 - Present
Broadridge Financial Solutions January 2014 - June 2014
UBS September 2012 - December 2012
BNY Mellon June 2010 - January 2012
Famous Dave's September 2007 - August 2009
Skills
Financial Analysis, Bloomberg Terminal, Finance, Customer Service, Bloomberg, Financial Modeling, Microsoft Office, Microsoft Excel, Equities, PowerPoint, iOS, Technical Support, Fixed Income, Microsoft Word, Outlook, Forecasting, Time Management, Collaborative Problem..., Troubleshooting, Public Speaking, Lotus Notes, Social Media, Windows 7, Windows Vista, Windows XP, Leadership, Valuation, OS X, Mac OS X, Windows 8, Oracle
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2013
Bachelor of Science (BS), Finance
Smithtown High School West 2005 — 2009
High School
Jasmine Crespo Jasmine Crespo's UBS Experience June 2012 - July 2012
Job Staff Accountant at NGL Energy Partners LP
Industry Financial Services
Experience
Redding Group, LLC formally Redding Money Management January 2014 - June 2015
River Oaks Doctors Group May 2013 - January 2014
UBS June 2012 - July 2012
3Seventy January 2012 - May 2012
Education
St. Edward's University 2009 — 2012
Bachelor of Business Administration (B.B.A.)
Redding Group, LLC formally Redding Money Management January 2014 - June 2015
River Oaks Doctors Group May 2013 - January 2014
UBS June 2012 - July 2012
3Seventy January 2012 - May 2012
Education
St. Edward's University 2009 — 2012
Bachelor of Business Administration (B.B.A.)
Rachana Lux's UBS Experience February 2007 - June 2007
Job Money Market Services Manager at State Street
Industry Financial Services
Experience
State Street December 2013 - June 2014
State Street May 2010 - November 2013
State Street May 2008 - April 2010
Washington Mutual Bank September 2007 - January 2008
UBS February 2007 - June 2007
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Investments, Banking, Risk Management, Analysis, Business Analysis, Data Analysis, Microsoft Office, Corporate Finance, PowerPoint, Financial Reporting, Accounting, Microsoft Word, Finance
Education
Suffolk University 2012 — 2013
Master of Science (MSc), Financial Services and Banking
Southern New Hampshire University 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Assumption University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Avondale college 1998 — 2002
High School Diploma, General Studies
State Street December 2013 - June 2014
State Street May 2010 - November 2013
State Street May 2008 - April 2010
Washington Mutual Bank September 2007 - January 2008
UBS February 2007 - June 2007
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Investments, Banking, Risk Management, Analysis, Business Analysis, Data Analysis, Microsoft Office, Corporate Finance, PowerPoint, Financial Reporting, Accounting, Microsoft Word, Finance
Education
Suffolk University 2012 — 2013
Master of Science (MSc), Financial Services and Banking
Southern New Hampshire University 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Assumption University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Avondale college 1998 — 2002
High School Diploma, General Studies
Jonathan Monson's UBS Experience September 2013 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS September 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - May 2013
Education
St. Cloud State University 2010 — 2012
Bachelor of Science, Finance
UBS September 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - May 2013
Education
St. Cloud State University 2010 — 2012
Bachelor of Science, Finance
Michael von Borsig, CFA Michael von Borsig, CFA's UBS Experience July 2007 - September 2010
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management September 2010 - Present
UBS July 2007 - September 2010
Education
Southern Methodist University - Cox School of Business 2003 — 2007
BA, Finance, German
Barclays Wealth and Investment Management September 2010 - Present
UBS July 2007 - September 2010
Education
Southern Methodist University - Cox School of Business 2003 — 2007
BA, Finance, German
Scott Stoltenberg Scott Stoltenberg's UBS Experience 2006 - 2009
Job Partner, Financial Advisor at Quad Cities Investment Group
Industry Financial Services
Experience
Quad Cities Investment Group 2010 - Present
UBS 2006 - 2009
Piper Jaffray 1996 - 2006
Heart of America 1994 - 1996
RSM McGladrey, Inc. 1990 - 1994
Education
St. Ambrose University 1987 — 1989
BA, Accounting & Business Administration
West High School
West High School
West High School
Quad Cities Investment Group 2010 - Present
UBS 2006 - 2009
Piper Jaffray 1996 - 2006
Heart of America 1994 - 1996
RSM McGladrey, Inc. 1990 - 1994
Education
St. Ambrose University 1987 — 1989
BA, Accounting & Business Administration
West High School
West High School
West High School
Josh-Roc Rang Josh-Roc Rang's UBS Experience January 2010 - May 2010
Job Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US March 2013 - Present
Bank of America July 2010 - March 2013
Prometric August 2006 - January 2012
UBS January 2010 - May 2010
Skills
Accounting, Management, Finance, Estate Law, Bloomberg Software, Bloomberg Terminal, Microsoft Applications
Education
Saint John's University 2012 — 2014
Master of Science (MS), Accounting, 3.85/4.0 GPA
Saint John's University - Peter J. Tobin College of Business 2006 — 2010
Bachelor of Science (BS), Finance, General, 3.75/4.0 GPA
KPMG US March 2013 - Present
Bank of America July 2010 - March 2013
Prometric August 2006 - January 2012
UBS January 2010 - May 2010
Skills
Accounting, Management, Finance, Estate Law, Bloomberg Software, Bloomberg Terminal, Microsoft Applications
Education
Saint John's University 2012 — 2014
Master of Science (MS), Accounting, 3.85/4.0 GPA
Saint John's University - Peter J. Tobin College of Business 2006 — 2010
Bachelor of Science (BS), Finance, General, 3.75/4.0 GPA
Nadia Shokohi Nadia Shokohi's UBS Experience January 2005 - May 2008
Job Wealth Manager at Bahr Investment Group
Industry Financial Services
Experience
Bahr Investment Group April 2014 - Present
Hunter Retirement & Wealth Management May 2008 - April 2014
UBS January 2005 - May 2008
UBS Financial August 2004 - May 2008
Skills
Investments, Retirement, 401k, Financial Services, Securities, Finance, Series 7, Financial Planning, Mutual Funds, Retirement Planning, Wealth, FINRA
Education
University of Colorado School of Medicine 1997 — 2002
Pediatrics, Neonatal-Perinatal Medicine Residency Program
University of Colorado Denver 1997 — 1999
Doctor of Philosophy (PhD), Pediatric Nurse/Nursing
University of Minnesota-Twin Cities 1993 — 1995
Master's degree, Human/Medical Genetics
St. Catherine University 1988 — 1993
Bachelor's degree, Biology and Chemistry
Regina High School 1984 — 1987
High School
Bahr Investment Group April 2014 - Present
Hunter Retirement & Wealth Management May 2008 - April 2014
UBS January 2005 - May 2008
UBS Financial August 2004 - May 2008
Skills
Investments, Retirement, 401k, Financial Services, Securities, Finance, Series 7, Financial Planning, Mutual Funds, Retirement Planning, Wealth, FINRA
Education
University of Colorado School of Medicine 1997 — 2002
Pediatrics, Neonatal-Perinatal Medicine Residency Program
University of Colorado Denver 1997 — 1999
Doctor of Philosophy (PhD), Pediatric Nurse/Nursing
University of Minnesota-Twin Cities 1993 — 1995
Master's degree, Human/Medical Genetics
St. Catherine University 1988 — 1993
Bachelor's degree, Biology and Chemistry
Regina High School 1984 — 1987
High School
Alicia Olivier Alicia Olivier's UBS Experience 2015 - Present
Job Wealth Management Intern at UBS
Industry Financial Services
Experience
UBS 2015 - Present
Vida Capital 2015 - Present
St. Edward's University August 2014 - Present
Louisiana Water Company 2012 - 2013
Skills
Public Speaking, Microsoft Excel, Financial Modeling, Financial Analysis, Risk Assessment, Leadership, Teamwork, Organization, Time Management, Microsoft Word, Business Efficiency, Communication, Microsoft Office, Interpersonal..., Oral & Written...
Education
St. Edward's University 2013 — 2017
Bachelor of Business Administration (BBA), Finance, 4.0
UBS 2015 - Present
Vida Capital 2015 - Present
St. Edward's University August 2014 - Present
Louisiana Water Company 2012 - 2013
Skills
Public Speaking, Microsoft Excel, Financial Modeling, Financial Analysis, Risk Assessment, Leadership, Teamwork, Organization, Time Management, Microsoft Word, Business Efficiency, Communication, Microsoft Office, Interpersonal..., Oral & Written...
Education
St. Edward's University 2013 — 2017
Bachelor of Business Administration (BBA), Finance, 4.0
Brianna Kvam Brianna Kvam's UBS Experience 2005 - 2009
Job Central Supervision Principal at Investment firm
Industry Financial Services
Experience
Investment firm March 2014 - Present
Ameriprise Financial June 2010 - February 2014
Ameriprise Financial Services, Inc. October 2009 - June 2010
UBS 2005 - 2009
Skills
Trade Compliance, Legal Compliance, Securities Regulation, Regulations, Equity Trading, Trading Systems, Regulatory Requirements, Series 24, Documentations, Legal Writing, Internal Investigations
Education
St. Cloud State University 1999 — 2003
Bachelor of Science (BS), Psychology
Irondale High School 1995 — 1999
Investment firm March 2014 - Present
Ameriprise Financial June 2010 - February 2014
Ameriprise Financial Services, Inc. October 2009 - June 2010
UBS 2005 - 2009
Skills
Trade Compliance, Legal Compliance, Securities Regulation, Regulations, Equity Trading, Trading Systems, Regulatory Requirements, Series 24, Documentations, Legal Writing, Internal Investigations
Education
St. Cloud State University 1999 — 2003
Bachelor of Science (BS), Psychology
Irondale High School 1995 — 1999
Marcus Gendke Marcus Gendke's UBS Experience May 2002 - March 2004
Job Regional Manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
TD Ameritrade February 2012 - January 2015
TD Ameritrade March 2007 - March 2012
UBS May 2002 - March 2004
Skills
Sales Management, Sales Management..., Financial Services, Series 24, Risk Management, Portfolio Management, Sales, Series 7, Series 66, Mutual Funds, Wealth Management, Series 63, Investments, Retirement Planning, Securities, Equities, Investment Advisory, Asset Allocation, Strategic Financial..., Banking, FINRA, Financial Advisory, Leadership, Finance
Education
Southwestern Adventist University 1998 — 2002
Bachelor of Business Administration (BBA), Accounting
Scottrade January 2015 - Present
TD Ameritrade February 2012 - January 2015
TD Ameritrade March 2007 - March 2012
UBS May 2002 - March 2004
Skills
Sales Management, Sales Management..., Financial Services, Series 24, Risk Management, Portfolio Management, Sales, Series 7, Series 66, Mutual Funds, Wealth Management, Series 63, Investments, Retirement Planning, Securities, Equities, Investment Advisory, Asset Allocation, Strategic Financial..., Banking, FINRA, Financial Advisory, Leadership, Finance
Education
Southwestern Adventist University 1998 — 2002
Bachelor of Business Administration (BBA), Accounting
Scott Hammer's UBS Experience February 2001 - November 2004
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2012 - Present
Allstate Financial Services, LLC May 2007 - May 2012
Smith Barney November 2004 - May 2007
UBS February 2001 - November 2004
Donaldson, Lufkin & Jenrette August 1998 - February 2001
Fidelity Investments December 1994 - September 1997
Bear Stearns August 1993 - September 1994
Skills
Investments, Asset Allocation, Financial Analysis, Finance, Private Equity
Education
Southern Methodist University - Cox School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance & Accounting
The University of Texas at Austin 1988 — 1992
Bachelor's Degree, Economics
Wells Fargo Advisors, LLC May 2012 - Present
Allstate Financial Services, LLC May 2007 - May 2012
Smith Barney November 2004 - May 2007
UBS February 2001 - November 2004
Donaldson, Lufkin & Jenrette August 1998 - February 2001
Fidelity Investments December 1994 - September 1997
Bear Stearns August 1993 - September 1994
Skills
Investments, Asset Allocation, Financial Analysis, Finance, Private Equity
Education
Southern Methodist University - Cox School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance & Accounting
The University of Texas at Austin 1988 — 1992
Bachelor's Degree, Economics
Charles Manger Charles Manger's UBS Experience September 2013 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS September 2013 - Present
Education
St. Lawrence University 1989 — 1993
Bachelor of Arts (B.A.)
St. Albans School 1985 — 1989
UBS September 2013 - Present
Education
St. Lawrence University 1989 — 1993
Bachelor of Arts (B.A.)
St. Albans School 1985 — 1989
Thomas B. Courtney Thomas B. Courtney's UBS Experience November 2008 - Present
Job Senior Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley August 2000 - November 2008
Education
St. John's University
Bachelor of Science (B.S.), Finance
UBS November 2008 - Present
Morgan Stanley August 2000 - November 2008
Education
St. John's University
Bachelor of Science (B.S.), Finance
Andrea Trevino Andrea Trevino's UBS Experience March 2010 - January 2011
Job Member Service Representative at Randolph Brooks Federal Credit Union
Industry Human Resources
Experience
USAA July 2015 - Present
Randolph Brooks Federal Credit Union May 2013 - September 2014
Wells Fargo January 2011 - May 2013
UBS March 2010 - January 2011
Skills
Banking, Credit, Loans, Consumer Lending, Credit Analysis, Retail Banking, Commercial Banking, Mortgage Lending, Loan Origination, Cross Selling, Financial Analysis, Cash Management, Finance, Risk Management, Financial Services, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Sales, PowerPoint, Outlook, Training, Teamwork
Education
The University of Texas at San Antonio 2011 — 2015
Bachelor of Business Administration (BBA), Human Resources Management and Services
St Philip's College 2011 — 2013
Associate's Degree, Economics and Business Administration
USAA July 2015 - Present
Randolph Brooks Federal Credit Union May 2013 - September 2014
Wells Fargo January 2011 - May 2013
UBS March 2010 - January 2011
Skills
Banking, Credit, Loans, Consumer Lending, Credit Analysis, Retail Banking, Commercial Banking, Mortgage Lending, Loan Origination, Cross Selling, Financial Analysis, Cash Management, Finance, Risk Management, Financial Services, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Sales, PowerPoint, Outlook, Training, Teamwork
Education
The University of Texas at San Antonio 2011 — 2015
Bachelor of Business Administration (BBA), Human Resources Management and Services
St Philip's College 2011 — 2013
Associate's Degree, Economics and Business Administration
Louisa Tush Louisa Tush's UBS Experience May 2015 - Present
Job UHNW Segment Marketing Manager at Bank of America
Industry Marketing and Advertising
Experience
UBS May 2015 - Present
Bank of America June 2014 - April 2015
Bank of America November 2013 - June 2014
Product New York January 2013 - November 2013
H&M April 2010 - April 2013
Downtown Magazine NYC January 2012 - May 2012
St. John's University Student Government, Inc. August 2008 - May 2012
Meringoff Properties September 2008 - November 2009
National Executive Service Corps May 2008 - August 2008
Baruch College Alumni Relations September 2007 - April 2008
Skills
Facebook, Social Networking, Social Media, Fashion, Social Media Marketing, Photoshop, PowerPoint, Creative Writing, Customer Service, Marketing, Adobe Creative Suite, Public Speaking, Non-profits, Public Relations, Graphic Design, Microsoft Excel, Management, Marketing Communications, Marketing Strategy, Outlook, Fundraising, Sales, Microsoft Office, Microsoft Word, Teamwork, Research, Event Management, Editing, Market Research, Nonprofits, Training, Email Marketing, Time Management, Analysis, Strategy, Leadership Development, Leadership, Budgets, Advertising, Business Development, Event Planning, Newsletters
Education
Wagner College 2012 — 2013
Master's degree, Business Administration and Management, General
St. John's University 2008 — 2012
Bachelor of Science (BS), Marketing
UBS May 2015 - Present
Bank of America June 2014 - April 2015
Bank of America November 2013 - June 2014
Product New York January 2013 - November 2013
H&M April 2010 - April 2013
Downtown Magazine NYC January 2012 - May 2012
St. John's University Student Government, Inc. August 2008 - May 2012
Meringoff Properties September 2008 - November 2009
National Executive Service Corps May 2008 - August 2008
Baruch College Alumni Relations September 2007 - April 2008
Skills
Facebook, Social Networking, Social Media, Fashion, Social Media Marketing, Photoshop, PowerPoint, Creative Writing, Customer Service, Marketing, Adobe Creative Suite, Public Speaking, Non-profits, Public Relations, Graphic Design, Microsoft Excel, Management, Marketing Communications, Marketing Strategy, Outlook, Fundraising, Sales, Microsoft Office, Microsoft Word, Teamwork, Research, Event Management, Editing, Market Research, Nonprofits, Training, Email Marketing, Time Management, Analysis, Strategy, Leadership Development, Leadership, Budgets, Advertising, Business Development, Event Planning, Newsletters
Education
Wagner College 2012 — 2013
Master's degree, Business Administration and Management, General
St. John's University 2008 — 2012
Bachelor of Science (BS), Marketing
Sam Leclerc Sam Leclerc's UBS Experience June 2015 - August 2015
Job Student at Saint Lawrence University
Industry Financial Services
Experience
UBS June 2015 - August 2015
Canaras Capital Management September 2014 - December 2014
Engineers Gate June 2014 - August 2014
Skills
Business Analysis, Economics, Microsoft SQL Server, PostgreSQL, Oracle PL/SQL..., Bloomberg, Databases, Equities, PowerPoint, Customer Service, Finance, Microsoft Excel, Microsoft Office, Public Speaking, Statistics, Event Planning
Education
St. Lawrence University 2012 — 2016
Bachelor of Arts (B.A.), Economics & Mathematics
Séminaire Saint-François 2007 — 2012
High School
UBS June 2015 - August 2015
Canaras Capital Management September 2014 - December 2014
Engineers Gate June 2014 - August 2014
Skills
Business Analysis, Economics, Microsoft SQL Server, PostgreSQL, Oracle PL/SQL..., Bloomberg, Databases, Equities, PowerPoint, Customer Service, Finance, Microsoft Excel, Microsoft Office, Public Speaking, Statistics, Event Planning
Education
St. Lawrence University 2012 — 2016
Bachelor of Arts (B.A.), Economics & Mathematics
Séminaire Saint-François 2007 — 2012
High School
Steven A. Smith's UBS Experience 2004 - Present
Job UBS
Industry Financial Services
Experience
UBS 2004 - Present
Chicago Board Options Exchange 1994 - 2004
Texas Instruments 1988 - 1994
Martin Marietta Defense Systems 1986 - 1988
University of Florida, Library of Rare Books 1985 - 1987
International One Hour Photo 1984 - 1985
Liberty Tree Tavern, Walt Disney World 1981 - 1983
Skills
Strategic Planning, Leadership, Business Strategy, Trading, Derivatives, Investments, Management, Financial Analysis, Sales, Strategy
Education
Southern Methodist University - Cox School of Business 1991 — 1993
MBA, Finance
University of Florida 1983 — 1988
BS, Industrial and Systems Engineering
West Orange HS, Winter Garden, FL
UBS 2004 - Present
Chicago Board Options Exchange 1994 - 2004
Texas Instruments 1988 - 1994
Martin Marietta Defense Systems 1986 - 1988
University of Florida, Library of Rare Books 1985 - 1987
International One Hour Photo 1984 - 1985
Liberty Tree Tavern, Walt Disney World 1981 - 1983
Skills
Strategic Planning, Leadership, Business Strategy, Trading, Derivatives, Investments, Management, Financial Analysis, Sales, Strategy
Education
Southern Methodist University - Cox School of Business 1991 — 1993
MBA, Finance
University of Florida 1983 — 1988
BS, Industrial and Systems Engineering
West Orange HS, Winter Garden, FL
Navneeta Sachdeva's UBS Experience November 2009 - August 2011
Job Software Professional
Industry Computer Software
Experience
UBS November 2009 - August 2011
UBS December 2007 - November 2009
UBS August 2006 - December 2007
Tata Consultancy Services September 2004 - February 2006
Tata Consultancy Services October 2002 - February 2006
Skills
SDLC, Unix, Oracle, Requirements Analysis, Software Project..., SQL, Autosys, Sybase, Management, Testing, Software Development
Education
Thapar Institute of Engineering and Technology 1999 — 2002
Masters, Computer Applications
St. Stephen's College 1996 — 1999
B.Sc. (Hons), Mathematics
Father Agnel School, New Delhi 1994 — 1996
Science Major, Computer Science
UBS November 2009 - August 2011
UBS December 2007 - November 2009
UBS August 2006 - December 2007
Tata Consultancy Services September 2004 - February 2006
Tata Consultancy Services October 2002 - February 2006
Skills
SDLC, Unix, Oracle, Requirements Analysis, Software Project..., SQL, Autosys, Sybase, Management, Testing, Software Development
Education
Thapar Institute of Engineering and Technology 1999 — 2002
Masters, Computer Applications
St. Stephen's College 1996 — 1999
B.Sc. (Hons), Mathematics
Father Agnel School, New Delhi 1994 — 1996
Science Major, Computer Science
Jamie Baker Jamie Baker's UBS Experience May 2002 - September 2003
Job Media / Broadcasting
Industry Sports
Experience
San Jose Sharks September 2005 - Present
XPro Media February 2003 - May 2005
UBS May 2002 - September 2003
Global Crossing January 2001 - April 2002
Buystream December 1999 - September 2000
NHL Alumni 1989 - 1999
Sun Microsystems May 1997 - August 1997
Skills
Public Speaking, Strategic Planning, Creative Writing, Leadership, Teaching, Team Building, Team-oriented, Presentations, Presentation Development, Radio Broadcasting, Broadcast Television, Digital Media, Athletic Performance, Athletic Training, Sports Coaching, Social Media Marketing, Facebook, Media Relations, Strategy, Sports Marketing, Sports, Sales, Blogging, Sponsorship, Video, Advertising, Hockey, Marketing, Event Planning, Broadcast, Radio, Social Networking, Event Management, Sports Management, Social Media, Public Relations, Press Releases, Ticket Sales, Sponsorship Sales, Sports Media, Youth Development, Television, Sports Writing, Motivational Speaking, New Media
Education
St. Lawrence University 1985 — 1989
Bachelor of Arts (B.A.), Economics, Sports
San Jose Sharks September 2005 - Present
XPro Media February 2003 - May 2005
UBS May 2002 - September 2003
Global Crossing January 2001 - April 2002
Buystream December 1999 - September 2000
NHL Alumni 1989 - 1999
Sun Microsystems May 1997 - August 1997
Skills
Public Speaking, Strategic Planning, Creative Writing, Leadership, Teaching, Team Building, Team-oriented, Presentations, Presentation Development, Radio Broadcasting, Broadcast Television, Digital Media, Athletic Performance, Athletic Training, Sports Coaching, Social Media Marketing, Facebook, Media Relations, Strategy, Sports Marketing, Sports, Sales, Blogging, Sponsorship, Video, Advertising, Hockey, Marketing, Event Planning, Broadcast, Radio, Social Networking, Event Management, Sports Management, Social Media, Public Relations, Press Releases, Ticket Sales, Sponsorship Sales, Sports Media, Youth Development, Television, Sports Writing, Motivational Speaking, New Media
Education
St. Lawrence University 1985 — 1989
Bachelor of Arts (B.A.), Economics, Sports
Burke Neville Burke Neville's UBS Experience May 2006 - Present
Job First Vice President Investments at UBS Financial Services Inc. Portfolio Manager
Industry Financial Services
Experience
UBS May 2006 - Present
Fifth Third Bank September 2003 - September 2006
Education
Xavier University 1995 — 1997
master
Spring Hill College 1991 — 1995
UBS May 2006 - Present
Fifth Third Bank September 2003 - September 2006
Education
Xavier University 1995 — 1997
master
Spring Hill College 1991 — 1995
Ridwan Mahmood's UBS Experience January 2011 - May 2011
Job Compliance Analyst at Guardian Life Park Avenue Securities, LLC
Industry Financial Services
Experience
Guardian Life - Park Avenue Securities, LLC February 2015 - Present
JPMorgan Chase & Co. July 2012 - February 2015
AXA Advisors December 2011 - May 2012
St. John's University May 2011 - March 2012
St. John's University August 2011 - December 2011
Continuity Partners, Inc. June 2011 - August 2011
UBS January 2011 - May 2011
Skills
Financial Analysis, Bloomberg, Equities, Investments, Economics, Portfolio Management, Access, Microsoft Office, Research, Social Media Marketing, PowerPoint, Excel, Word, Financial Planning, Factset, Morningstar
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2012
BS, Finance
Guardian Life - Park Avenue Securities, LLC February 2015 - Present
JPMorgan Chase & Co. July 2012 - February 2015
AXA Advisors December 2011 - May 2012
St. John's University May 2011 - March 2012
St. John's University August 2011 - December 2011
Continuity Partners, Inc. June 2011 - August 2011
UBS January 2011 - May 2011
Skills
Financial Analysis, Bloomberg, Equities, Investments, Economics, Portfolio Management, Access, Microsoft Office, Research, Social Media Marketing, PowerPoint, Excel, Word, Financial Planning, Factset, Morningstar
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2012
BS, Finance
Rita Baughman Rita Baughman's UBS Experience September 1996 - Present
Job UBS Financial Services
Industry Financial Services
Experience
UBS September 1996 - Present
Tandy Corporation March 1982 - August 1996
Skills
Microsoft Office, Documentation, Word, Customer Service, Quality Assurance, Program Management, Process Improvement, Management, Microsoft Word, Software Documentation, Troubleshooting, Databases, Training
Education
Spoon River College 1978 — 1981
Assoc in Arts, General
UBS September 1996 - Present
Tandy Corporation March 1982 - August 1996
Skills
Microsoft Office, Documentation, Word, Customer Service, Quality Assurance, Program Management, Process Improvement, Management, Microsoft Word, Software Documentation, Troubleshooting, Databases, Training
Education
Spoon River College 1978 — 1981
Assoc in Arts, General
Kristopher Olsen Kristopher Olsen's UBS Experience September 2002 - June 2003
Job Regional Supervision Director at Royal Alliance
Industry Financial Services
Experience
Royal Alliance Associates INC March 2012 - December 2014
Royal Alliance Associates INC June 2010 - March 2012
Royal Alliance Associates INC August 2007 - June 2010
Edward Jones October 2004 - August 2007
UBS September 2002 - June 2003
Skills
Wealth Management, Investments, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Investment Advisory, Asset Management, Estate Planning, Asset Allocation, Equities, Series 4, Series 7, Series 24, Series 53, Series 66, NY State Life, Accident..., Finance, Financial Planning, FINRA, Uniform Combined State..., Series 63
Education
St. John's University 1997 — 2001
Bachelor's degree, Finance, General
University of Phoenix
MBA
Royal Alliance Associates INC March 2012 - December 2014
Royal Alliance Associates INC June 2010 - March 2012
Royal Alliance Associates INC August 2007 - June 2010
Edward Jones October 2004 - August 2007
UBS September 2002 - June 2003
Skills
Wealth Management, Investments, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Investment Advisory, Asset Management, Estate Planning, Asset Allocation, Equities, Series 4, Series 7, Series 24, Series 53, Series 66, NY State Life, Accident..., Finance, Financial Planning, FINRA, Uniform Combined State..., Series 63
Education
St. John's University 1997 — 2001
Bachelor's degree, Finance, General
University of Phoenix
MBA
Peter J. Grassotti Peter J. Grassotti's UBS Experience February 2000 - March 2002
Job Associate Group Director at Signature Bank
Industry Banking
Experience
Signature Bank January 2015 - Present
First Republic Bank October 2013 - Present
First Republic Bank April 2010 - Present
First Republic Bank September 2007 - April 2010
Signature Bank April 2006 - August 2007
Signature Bank June 2003 - April 2006
UBS February 2000 - March 2002
Skills
Banking, Management, Customer Service, Credit, Cross Selling, Mortgage Lending, Sales, Deposits, Mutual Funds, Private Banking, Loans, Account Reconciliation, Commercial Banking, Branch Banking, Financial Risk, Portfolio Management, Relationship Management
Education
St. Francis College 1995 — 1999
Business Administration and Management, General
John Dewey High School
Signature Bank January 2015 - Present
First Republic Bank October 2013 - Present
First Republic Bank April 2010 - Present
First Republic Bank September 2007 - April 2010
Signature Bank April 2006 - August 2007
Signature Bank June 2003 - April 2006
UBS February 2000 - March 2002
Skills
Banking, Management, Customer Service, Credit, Cross Selling, Mortgage Lending, Sales, Deposits, Mutual Funds, Private Banking, Loans, Account Reconciliation, Commercial Banking, Branch Banking, Financial Risk, Portfolio Management, Relationship Management
Education
St. Francis College 1995 — 1999
Business Administration and Management, General
John Dewey High School
Rosemary Windschitl Rosemary Windschitl's UBS Experience May 1994 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS May 1994 - Present
Education
St. Cloud State University 1982 — 1986
BS, Business
UBS May 1994 - Present
Education
St. Cloud State University 1982 — 1986
BS, Business
Yathiraju Kandala's UBS Experience 2009 - 2012
Job Architect
Industry Information Technology and Services
Experience
SLK April 2012 - Present
UBS 2009 - 2012
Wipro Technologies July 2007 - December 2009
Skills
Spring, Hibernate, Struts, Websphere, Web Services, Java Enterprise Edition, Weblogic, Eclipse, WSDL, WebSphere Application..., Java, Integration, J2EE Application..., JCAPS, J2EE, ESB, BPEL, JMS, EAI, Agile, Enterprise Message..., Service Oriented..., IFX BMS, Solution Architecture, eTOM, Zachman
Education
KJECS 1994 — 1997
MCA, Computer Applications
Sri Venkateswara University 1994 — 1997
MCA, Computer Applications
SLK April 2012 - Present
UBS 2009 - 2012
Wipro Technologies July 2007 - December 2009
Skills
Spring, Hibernate, Struts, Websphere, Web Services, Java Enterprise Edition, Weblogic, Eclipse, WSDL, WebSphere Application..., Java, Integration, J2EE Application..., JCAPS, J2EE, ESB, BPEL, JMS, EAI, Agile, Enterprise Message..., Service Oriented..., IFX BMS, Solution Architecture, eTOM, Zachman
Education
KJECS 1994 — 1997
MCA, Computer Applications
Sri Venkateswara University 1994 — 1997
MCA, Computer Applications
Jack Strotman Jack Strotman's UBS Experience June 2010 - Present
Job Registered BSA, Private Wealth Management, with UBS Financial Services
Industry Financial Services
Experience
UBS June 2010 - Present
Illinois High School District 113 May 2008 - August 2009
Deerfield Youth Baseball & Softball Association March 1999 - August 2008
Education
St. Norbert College 2006 — 2010
Bachelor of Arts, Accounting
UBS June 2010 - Present
Illinois High School District 113 May 2008 - August 2009
Deerfield Youth Baseball & Softball Association March 1999 - August 2008
Education
St. Norbert College 2006 — 2010
Bachelor of Arts, Accounting
Tynan FitzGerald Tynan FitzGerald's UBS Experience May 2002 - June 2003
Job Digital Sales Consultant at Dealer.com
Industry Investment Management
Experience
Dealer.com June 2015 - Present
Sentinel Investments July 2012 - June 2015
Commonfund Asset Management Company January 2007 - July 2012
Commonfund Securities, Inc. September 2003 - December 2006
UBS May 2002 - June 2003
Education
St. Lawrence University 1995 — 1999
BA, Economics
Dealer.com June 2015 - Present
Sentinel Investments July 2012 - June 2015
Commonfund Asset Management Company January 2007 - July 2012
Commonfund Securities, Inc. September 2003 - December 2006
UBS May 2002 - June 2003
Education
St. Lawrence University 1995 — 1999
BA, Economics
Marcial Zebaze's UBS Experience January 2012 - May 2012
Job Management Consultant at KPMG
Industry Management Consulting
Experience
KPMG February 2015 - Present
GE July 2012 - August 2014
GE Global Growth & Operations - Shared Services January 2014 - July 2014
GE North America Professional Solutions July 2013 - January 2014
GE Lighting January 2013 - July 2013
GE Appliances July 2012 - January 2013
UBS January 2012 - May 2012
Skills
Public Speaking, Leadership, Management, PowerPoint, Microsoft Excel, Budgets, Social Networking, Strategy, Accounting, Leadership Development, Social Media Marketing, Proposal Writing, Time Management, Managerial Finance, Financial Analysis, Business Strategy, Access, Event Planning
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2012
Bachelor's Degree, Finance Major
St. John's University 2008 — 2012
Bachelor of Science (B.S.), Finance
KPMG February 2015 - Present
GE July 2012 - August 2014
GE Global Growth & Operations - Shared Services January 2014 - July 2014
GE North America Professional Solutions July 2013 - January 2014
GE Lighting January 2013 - July 2013
GE Appliances July 2012 - January 2013
UBS January 2012 - May 2012
Skills
Public Speaking, Leadership, Management, PowerPoint, Microsoft Excel, Budgets, Social Networking, Strategy, Accounting, Leadership Development, Social Media Marketing, Proposal Writing, Time Management, Managerial Finance, Financial Analysis, Business Strategy, Access, Event Planning
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2012
Bachelor's Degree, Finance Major
St. John's University 2008 — 2012
Bachelor of Science (B.S.), Finance
Gail Hudson-Moll Gail Hudson-Moll's UBS Experience December 2007 - Present
Job .
Industry Financial Services
Experience
UBS December 2007 - Present
Fifth Third Bank February 2001 - December 2007
Education
St. Clair College 1976 — 1978
College of Financial Planning
UBS December 2007 - Present
Fifth Third Bank February 2001 - December 2007
Education
St. Clair College 1976 — 1978
College of Financial Planning
Elizabeth Garvey Elizabeth Garvey's UBS Experience June 2010 - January 2011
Job Content Strategist at Skyword Inc.
Industry Marketing and Advertising
Experience
Skyword Inc. September 2013 - Present
Injured Workers Pharmacy June 2012 - August 2013
Fox News Channel June 2011 - August 2011
UBS June 2010 - January 2011
Benchmark Environmental Consultants August 2010 - December 2010
Skills
Marketing Strategy, Market Research, Marketing Communications, Social Media Marketing, Marketing, Salesforce.com, Online Marketing, CRM, Account Management, Business Development, Email Marketing, Social Media, Sales Presentations, Facebook
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Florence University of the Arts 2011 — 2011
Semester Abroad
Skyword Inc. September 2013 - Present
Injured Workers Pharmacy June 2012 - August 2013
Fox News Channel June 2011 - August 2011
UBS June 2010 - January 2011
Benchmark Environmental Consultants August 2010 - December 2010
Skills
Marketing Strategy, Market Research, Marketing Communications, Social Media Marketing, Marketing, Salesforce.com, Online Marketing, CRM, Account Management, Business Development, Email Marketing, Social Media, Sales Presentations, Facebook
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Florence University of the Arts 2011 — 2011
Semester Abroad
Jim McDade's UBS Experience 1977 - 2005
Job VP Customer Relationship Management at The Clearing House
Industry Financial Services
Experience
The Clearing House September 2010 - Present
Morgan Stanley (through Xcitek Consulting) January 2010 - August 2010
Swiss Bank Corporation August 1977 - July 2005
UBS Investment Bank 2000 - 2005
UBS 1977 - 2005
Bank of New York August 1975 - August 1977
Skills
Strategy, CRM, Management, Leadership, Change Management, Cross-functional Team..., Process Improvement, Management Consulting, Banking, Business Development, Business Intelligence, Analysis, Operations Management, Training, Investment Banking, Financial Services, Financial Risk, Vendor Management, Portfolio Management, Employee Engagement, Mergers & Acquisitions, Trading, Project Management, Talent Management, Acquisition Integration, Finance, Risk Management, Insurance, Networking, Equities, Securities, Corporate Actions, Credit Cards, Capital Markets, Operational Risk, Investments, Human Resources, Service Delivery
Education
St. Francis College, NY 1970 — 1974
BS
St. Francis Prep 1966 — 1970
The Clearing House September 2010 - Present
Morgan Stanley (through Xcitek Consulting) January 2010 - August 2010
Swiss Bank Corporation August 1977 - July 2005
UBS Investment Bank 2000 - 2005
UBS 1977 - 2005
Bank of New York August 1975 - August 1977
Skills
Strategy, CRM, Management, Leadership, Change Management, Cross-functional Team..., Process Improvement, Management Consulting, Banking, Business Development, Business Intelligence, Analysis, Operations Management, Training, Investment Banking, Financial Services, Financial Risk, Vendor Management, Portfolio Management, Employee Engagement, Mergers & Acquisitions, Trading, Project Management, Talent Management, Acquisition Integration, Finance, Risk Management, Insurance, Networking, Equities, Securities, Corporate Actions, Credit Cards, Capital Markets, Operational Risk, Investments, Human Resources, Service Delivery
Education
St. Francis College, NY 1970 — 1974
BS
St. Francis Prep 1966 — 1970
Andrew Corcoran's UBS Experience February 1999 - Present
Job Executive Director FX eSales Americas
Industry Financial Services
Experience
UBS February 1999 - Present
Education
St. Lawrence University
UBS February 1999 - Present
Education
St. Lawrence University
Isabella Schilpp Isabella Schilpp's UBS Experience August 2013 - August 2014
Job Emerging Market Specialist
Industry Financial Services
Experience
EBS BrokerTec August 2015 - Present
UBS August 2013 - August 2014
BASIC Spine May 2012 - September 2012
Modern Lighting Concepts May 2011 - June 2012
Don Buchwald & Associates May 2010 - August 2010
Skills
Investment Banking, Equities, Social Media, E-commerce, Marketing, International Business, Client Relations, Social Media Marketing, Fixed Income Portfolio..., Press Releases, Entrepreneurship..., Sales, International Political..., International Marketing, Newsletters, Social Networking, Google Analytics, Facebook, Blogging, Publicity, Project Management, International Economics, Tumblr
Education
St. Mary’s University, Twickenham 2013 — 2015
Masters of Business Administration, International Business Practices, 2:1
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Political Science
The University of Manchester 2012 — 2013
British Law & Politics, 2:1
Villa Park High School 2005 — 2009
EBS BrokerTec August 2015 - Present
UBS August 2013 - August 2014
BASIC Spine May 2012 - September 2012
Modern Lighting Concepts May 2011 - June 2012
Don Buchwald & Associates May 2010 - August 2010
Skills
Investment Banking, Equities, Social Media, E-commerce, Marketing, International Business, Client Relations, Social Media Marketing, Fixed Income Portfolio..., Press Releases, Entrepreneurship..., Sales, International Political..., International Marketing, Newsletters, Social Networking, Google Analytics, Facebook, Blogging, Publicity, Project Management, International Economics, Tumblr
Education
St. Mary’s University, Twickenham 2013 — 2015
Masters of Business Administration, International Business Practices, 2:1
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Political Science
The University of Manchester 2012 — 2013
British Law & Politics, 2:1
Villa Park High School 2005 — 2009
Jay Nisbet Jay Nisbet's UBS Experience January 2011 - February 2012
Job Director of Asset Management
Industry Financial Services
Experience
Summerwind III LLC January 2001 - Present
UBS January 2011 - February 2012
Merrill Lynch 2005 - 2011
The Hartford October 2003 - December 2004
NICE Systems 1998 - 2003
Skills
Retirement Planning, Investment Advisory, Wealth Management, Series 7, Mutual Funds, Investments, Asset, Retirement, Series 63, Asset Management, Financial Planning, Asset Allocation, Estate Planning, 401k, Portfolio Management, Annuities, Insurance, Alternative Investments, Investment Strategies, Equities, Risk Management, Financial Analysis, Fixed Income, New Business Development, Sales Management, Business Planning, Financial Advisory, Strategic Planning, Securities, Consultative Selling, Customer Relations, Employee Benefits, Succession Planning, Retirement Income..., Hedge Funds, Long Term Care, Marketing Strategy, Team Building, Pensions, IRA's, Bonds, Business Strategy, Team Leadership, Public Speaking, Trading, Asset Managment, Selling, FINRA, Financial Services, Investment Management
Education
Southern Methodist University - Cox School of Business 1988 — 1990
Bachelor of Business Administration (BBA)
University of Massachusetts, Amherst 1985 — 1988
Real Estate Finance
BC High 1980 — 1983
High School
Summerwind III LLC January 2001 - Present
UBS January 2011 - February 2012
Merrill Lynch 2005 - 2011
The Hartford October 2003 - December 2004
NICE Systems 1998 - 2003
Skills
Retirement Planning, Investment Advisory, Wealth Management, Series 7, Mutual Funds, Investments, Asset, Retirement, Series 63, Asset Management, Financial Planning, Asset Allocation, Estate Planning, 401k, Portfolio Management, Annuities, Insurance, Alternative Investments, Investment Strategies, Equities, Risk Management, Financial Analysis, Fixed Income, New Business Development, Sales Management, Business Planning, Financial Advisory, Strategic Planning, Securities, Consultative Selling, Customer Relations, Employee Benefits, Succession Planning, Retirement Income..., Hedge Funds, Long Term Care, Marketing Strategy, Team Building, Pensions, IRA's, Bonds, Business Strategy, Team Leadership, Public Speaking, Trading, Asset Managment, Selling, FINRA, Financial Services, Investment Management
Education
Southern Methodist University - Cox School of Business 1988 — 1990
Bachelor of Business Administration (BBA)
University of Massachusetts, Amherst 1985 — 1988
Real Estate Finance
BC High 1980 — 1983
High School
Patrick Sell's UBS Experience May 2001 - April 2002
Job Senior Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management May 2014 - Present
Legg Mason Global Asset Management April 2007 - April 2014
Ameriprise Financial Services, Inc. April 2002 - April 2007
UBS May 2001 - April 2002
Skills
CRPC, CMFC, Series 7, Series 63
Education
St. Olaf College
Bachelor of Arts, Economics
Deutsche Asset & Wealth Management May 2014 - Present
Legg Mason Global Asset Management April 2007 - April 2014
Ameriprise Financial Services, Inc. April 2002 - April 2007
UBS May 2001 - April 2002
Skills
CRPC, CMFC, Series 7, Series 63
Education
St. Olaf College
Bachelor of Arts, Economics
Geri Paquette Geri Paquette's UBS Experience September 2009 - May 2011
Job Sr. Registered Client Service Associate at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services May 2011 - Present
UBS September 2009 - May 2011
Education
University of Minnesota-Twin Cities 1993 — 1995
Mortuary Science
St. Cloud State University 1990 — 1993
Pre-Mortuary Science
Holdingford High School 1988 — 1990
UBS Financial Services May 2011 - Present
UBS September 2009 - May 2011
Education
University of Minnesota-Twin Cities 1993 — 1995
Mortuary Science
St. Cloud State University 1990 — 1993
Pre-Mortuary Science
Holdingford High School 1988 — 1990
Anthony D'Ambrosio Anthony D'Ambrosio's UBS Experience 2004 - 2008
Job Senior Technical Consultant at Advanced MarketPlace (AMP)
Industry Information Technology and Services
Experience
Advanced MarketPlace (AMP) 2015 - Present
UASYS Computer Systems March 1999 - Present
Restaurant Reservations Dot Com, Inc January 2006 - Present
Svetlo Consulting Inc 2014 - 2015
Varonis March 2013 - July 2013
VMware December 2011 - January 2013
Verismic June 2010 - June 2011
LANDesk Software (Formerly Avocent / Touchpaper) May 2008 - February 2010
UBS 2004 - 2008
Miller Ellin and Company 2005 - 2005
Skills
ITIL, Entrepreneurship, LANDesk, IT Service Management, Enterprise Software, Microsoft Exchange, Windows Server, Microsoft SQL Server, Software Documentation, IIS, Technical Support, SaaS, Networking, Pre-sales, Cloud Computing, Virtual Assistance, Virtualization, Project Management, Business Process, Management, GoToMeeting, VMware, Databases, VNC, Leadership, Consulting, LogMeIn, IT Management, Integration, Internet Entrepreneur, Systems Management, Business Development, System Deployment, Remote Assistance, LANDesk Service Desk, Varonis, Unstructured Data, Professional Services, Sales Process, Training, Change Management, Entrepreneurial Skills, Entrepreneurial..., Microsoft Exchange..., SQL Server, DatAdvantage, Varonis DatAdvantage
Education
Cherwell Software 2014 — 2014
Certificate for CSM Partner TI Training, Cherwell Service Manager (CSM)
Touchpaper Corporation 2008 — 2008
Certified Consultant, Touchpaper ITBM - LANDesk Service Desk
St. John's University, The Peter J. Tobin College of Business 1997 — 2003
•Bachelor of Science, Accounting and Business Management
Advanced MarketPlace (AMP) 2015 - Present
UASYS Computer Systems March 1999 - Present
Restaurant Reservations Dot Com, Inc January 2006 - Present
Svetlo Consulting Inc 2014 - 2015
Varonis March 2013 - July 2013
VMware December 2011 - January 2013
Verismic June 2010 - June 2011
LANDesk Software (Formerly Avocent / Touchpaper) May 2008 - February 2010
UBS 2004 - 2008
Miller Ellin and Company 2005 - 2005
Skills
ITIL, Entrepreneurship, LANDesk, IT Service Management, Enterprise Software, Microsoft Exchange, Windows Server, Microsoft SQL Server, Software Documentation, IIS, Technical Support, SaaS, Networking, Pre-sales, Cloud Computing, Virtual Assistance, Virtualization, Project Management, Business Process, Management, GoToMeeting, VMware, Databases, VNC, Leadership, Consulting, LogMeIn, IT Management, Integration, Internet Entrepreneur, Systems Management, Business Development, System Deployment, Remote Assistance, LANDesk Service Desk, Varonis, Unstructured Data, Professional Services, Sales Process, Training, Change Management, Entrepreneurial Skills, Entrepreneurial..., Microsoft Exchange..., SQL Server, DatAdvantage, Varonis DatAdvantage
Education
Cherwell Software 2014 — 2014
Certificate for CSM Partner TI Training, Cherwell Service Manager (CSM)
Touchpaper Corporation 2008 — 2008
Certified Consultant, Touchpaper ITBM - LANDesk Service Desk
St. John's University, The Peter J. Tobin College of Business 1997 — 2003
•Bachelor of Science, Accounting and Business Management
Billy Flynn Billy Flynn's UBS Experience May 2007 - September 2007
Job Analyst at Warner Bros. Studios
Industry Financial Services
Experience
Warner Bros. Studios October 2010 - Present
Accenture January 2008 - July 2009
UBS May 2007 - September 2007
Education
St. Cloud State University 2003 — 2007
Bachelor of Sciene, Major: Finance Minor: Economics
Warner Bros. Studios October 2010 - Present
Accenture January 2008 - July 2009
UBS May 2007 - September 2007
Education
St. Cloud State University 2003 — 2007
Bachelor of Sciene, Major: Finance Minor: Economics
Jodi Rochester Jodi Rochester's UBS Experience October 2000 - October 2002
Job Organizational Diva at Think Up Consulting
Industry Management Consulting
Experience
Think Up Consulting August 2004 - Present
The Peace Center for the Performing Arts August 2004 - 2007
Cooper Household (Scott & Lisa Cooper) October 2002 - November 2003
UBS October 2000 - October 2002
Johnson Chiropractic Clinic July 2000 - October 2000
Community First Bank June 1994 - July 2000
Skills
Acne, Skin, Skin Care, Skin Care Products, Network Marketing, Cosmetics, Sensitive Skin, Marketing, Sun Damage, Leadership Development, Coaching, Dermatology, Beauty Industry, Spa, Social Networking, Aesthetics, Team Building, Home Based Business, Event Planning, Social Media Marketing, Training, Organizational...
Education
Southern Wesleyan University 1998 — 2002
Bachelor's Degree, Business Administration and Management, General
Tri-County Technical College 1990 — 1993
Associate's Degree, Business/Office Automation/Technology/Data Entry
Think Up Consulting August 2004 - Present
The Peace Center for the Performing Arts August 2004 - 2007
Cooper Household (Scott & Lisa Cooper) October 2002 - November 2003
UBS October 2000 - October 2002
Johnson Chiropractic Clinic July 2000 - October 2000
Community First Bank June 1994 - July 2000
Skills
Acne, Skin, Skin Care, Skin Care Products, Network Marketing, Cosmetics, Sensitive Skin, Marketing, Sun Damage, Leadership Development, Coaching, Dermatology, Beauty Industry, Spa, Social Networking, Aesthetics, Team Building, Home Based Business, Event Planning, Social Media Marketing, Training, Organizational...
Education
Southern Wesleyan University 1998 — 2002
Bachelor's Degree, Business Administration and Management, General
Tri-County Technical College 1990 — 1993
Associate's Degree, Business/Office Automation/Technology/Data Entry
Khushbu Thakkar Khushbu Thakkar's UBS Experience April 2011 - December 2014
Job Consultant
Industry Financial Services
Experience
Consultant for District Hudson Partners, LLC January 2015 - Present
UBS April 2011 - December 2014
FGIC April 2007 - December 2008
Natixis May 2006 - April 2007
Ambac January 2002 - May 2006
Skills
Portfolio Management, Risk Management, Finance, Credit, Investment Banking, Financial Risk, Investments, Trading, Analysis, Bonds, Forecasting, ABS, Emerging Markets, Mortgage Lending, MBS, Fixed Income
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
Finance & Economics
Consultant for District Hudson Partners, LLC January 2015 - Present
UBS April 2011 - December 2014
FGIC April 2007 - December 2008
Natixis May 2006 - April 2007
Ambac January 2002 - May 2006
Skills
Portfolio Management, Risk Management, Finance, Credit, Investment Banking, Financial Risk, Investments, Trading, Analysis, Bonds, Forecasting, ABS, Emerging Markets, Mortgage Lending, MBS, Fixed Income
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
Finance & Economics
Luigi Dato Luigi Dato's UBS Experience April 2002 - August 2005
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2011 - Present
BNY Mellon October 2010 - June 2011
BNY Mellon July 2007 - September 2010
BNY Mellon August 2005 - July 2007
UBS April 2002 - August 2005
Skills
Portfolio Management, Financial Risk, Bonds, Securitization, Structured Products, Asset Allocation, Auditing, Management, ABS, Funding, Accounts Payable, Corporate Law
Education
Saint John's University - Peter J. Tobin College of Business 1997 — 2001
BS, Finance
BNY Mellon June 2011 - Present
BNY Mellon October 2010 - June 2011
BNY Mellon July 2007 - September 2010
BNY Mellon August 2005 - July 2007
UBS April 2002 - August 2005
Skills
Portfolio Management, Financial Risk, Bonds, Securitization, Structured Products, Asset Allocation, Auditing, Management, ABS, Funding, Accounts Payable, Corporate Law
Education
Saint John's University - Peter J. Tobin College of Business 1997 — 2001
BS, Finance
Anthony Carnemolla Anthony Carnemolla's UBS Experience January 2000 - October 2005
Job Manager of Operations Customer Care/Call Center
Industry Management Consulting
Experience
Elizabethtown Gas August 2009 - February 2014
MetLife October 2005 - January 2009
UBS January 2000 - October 2005
UBS October 1997 - January 2000
UBS October 1996 - October 1997
UBS February 1995 - October 1996
Skills
Customer Service, Customer Service..., Employee Management, Team Building, Forecasting, Coaching, Investments, Back Office, Wealth Management..., Securities, Financial Services, Equities, Options, Utilities, Insurance, Cross-functional Team..., Business Process
Education
St. John's University 1984 — 1988
Bachelor of Arts (B.A.)
Elizabethtown Gas August 2009 - February 2014
MetLife October 2005 - January 2009
UBS January 2000 - October 2005
UBS October 1997 - January 2000
UBS October 1996 - October 1997
UBS February 1995 - October 1996
Skills
Customer Service, Customer Service..., Employee Management, Team Building, Forecasting, Coaching, Investments, Back Office, Wealth Management..., Securities, Financial Services, Equities, Options, Utilities, Insurance, Cross-functional Team..., Business Process
Education
St. John's University 1984 — 1988
Bachelor of Arts (B.A.)
John Davis's UBS Experience June 2013 - April 2014
Job SVP, Head of Retirement Marketing at BNY Mellon
Industry Investment Management
Experience
BNY Mellon September 2014 - Present
56 Pine Street Condominium May 2006 - Present
J.M. Davis Consulting June 2014 - September 2014
UBS June 2013 - April 2014
Citi Personal Wealth Management June 2011 - June 2013
OppenheimerFunds May 2010 - June 2011
OppenheimerFunds February 2000 - May 2010
ABN AMRO Bank N.V. April 1998 - February 2000
South Carolina Federal Credit Union June 1996 - April 1998
Wells Fargo September 1993 - June 1996
Skills
Strategic Marketing, Strategy, Integrated Marketing, Digital Marketing, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Public Speaking, Product Management, Retirement, Retirement Planning, Defined Benefit, Defined Contribution, Public Relations, Online Advertising, Institutional..., DCIO, Financial Services, Web Analytics, IRAs, Business Management, Cross-functional Team..., Financial Advisory, Pensions, Management, Marketing, Leadership, Equities, CRM, Marketing Strategy, Social Media Marketing, Brand Development, FINRA Series 24, FINRA Series 7, FINRA Series 63, Series 63
Education
St. Olaf College 1986 — 1990
BA Economics, Business Management, Liberal Arts
BNY Mellon September 2014 - Present
56 Pine Street Condominium May 2006 - Present
J.M. Davis Consulting June 2014 - September 2014
UBS June 2013 - April 2014
Citi Personal Wealth Management June 2011 - June 2013
OppenheimerFunds May 2010 - June 2011
OppenheimerFunds February 2000 - May 2010
ABN AMRO Bank N.V. April 1998 - February 2000
South Carolina Federal Credit Union June 1996 - April 1998
Wells Fargo September 1993 - June 1996
Skills
Strategic Marketing, Strategy, Integrated Marketing, Digital Marketing, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Public Speaking, Product Management, Retirement, Retirement Planning, Defined Benefit, Defined Contribution, Public Relations, Online Advertising, Institutional..., DCIO, Financial Services, Web Analytics, IRAs, Business Management, Cross-functional Team..., Financial Advisory, Pensions, Management, Marketing, Leadership, Equities, CRM, Marketing Strategy, Social Media Marketing, Brand Development, FINRA Series 24, FINRA Series 7, FINRA Series 63, Series 63
Education
St. Olaf College 1986 — 1990
BA Economics, Business Management, Liberal Arts
Richard Kunz's UBS Experience January 1987 - December 1989
Job Founder, CEO at Avalonpark Texas L.P.
Industry Real Estate
Experience
Avalonpark Texas L.P. October 2008 - Present
Baryon, Inc. June 2003 - November 2008
Quent, Inc. January 1990 - November 2008
Homes Are Us, Inc.; Homes Are Us Bau, Inc. January 1997 - December 2006
UBS January 1987 - December 1989
Akin Gump Strauss Hauer & Feld LLP, Dallas and Washington, D.C. July 1985 - January 1987
Haynes and Boone, LLP, Dallas January 1985 - June 1985
Skills
Strategic Planning, New Business Development, Asset Managment, Entrepreneurship, Innovation, Problem Solving, Quality Management, Sustainability, Real Estate Development, Entitlements, Real Estate, Asset Management, Leases, Due Diligence, Management Consulting, Real Estate Economics, Contract Negotiation, Investment Banking, Acquisitions, Real Estate Financing, Disposition, Commercial Real Estate, Venture Capital, Land Acquisition, Investment Properties, Residential Homes, Dispositions
Education
Southern Methodist University Dedman School of Law 1984 — 1985
LL.M, oil & gas, banking, real estate transactions
various courts 1982 — 1982
admission to the bar
1980 — 1982
Dr. iur, laws
University of Fribourg 1976 — 1980
Doctor of laws
Université de Fribourg/Universität Freiburg 1975 — 1980
licenciate of law
Kantonsschule Frauenfeld
Kasernen Thun
Avalonpark Texas L.P. October 2008 - Present
Baryon, Inc. June 2003 - November 2008
Quent, Inc. January 1990 - November 2008
Homes Are Us, Inc.; Homes Are Us Bau, Inc. January 1997 - December 2006
UBS January 1987 - December 1989
Akin Gump Strauss Hauer & Feld LLP, Dallas and Washington, D.C. July 1985 - January 1987
Haynes and Boone, LLP, Dallas January 1985 - June 1985
Skills
Strategic Planning, New Business Development, Asset Managment, Entrepreneurship, Innovation, Problem Solving, Quality Management, Sustainability, Real Estate Development, Entitlements, Real Estate, Asset Management, Leases, Due Diligence, Management Consulting, Real Estate Economics, Contract Negotiation, Investment Banking, Acquisitions, Real Estate Financing, Disposition, Commercial Real Estate, Venture Capital, Land Acquisition, Investment Properties, Residential Homes, Dispositions
Education
Southern Methodist University Dedman School of Law 1984 — 1985
LL.M, oil & gas, banking, real estate transactions
various courts 1982 — 1982
admission to the bar
1980 — 1982
Dr. iur, laws
University of Fribourg 1976 — 1980
Doctor of laws
Université de Fribourg/Universität Freiburg 1975 — 1980
licenciate of law
Kantonsschule Frauenfeld
Kasernen Thun
John Nicholas Diana, M.B.A. John Nicholas Diana, M.B.A.'s UBS Experience April 2011 - March 2012
Job Experienced Finance Executive
Industry Financial Services
Experience
UBS Wealth Management September 2012 - Present
UBS Wealth Management March 2012 - September 2012
UBS April 2011 - March 2012
UBS January 2009 - April 2011
UBS January 2007 - December 2008
UBS January 2006 - December 2007
UBS January 2000 - December 2005
PaineWebber June 1985 - December 1999
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Wealth Management, Equities, Fixed Income, Financial Reporting, Due Diligence, Leadership, Analysis, Banking, Hedge Funds, Cash Management, Private Equity, Financial Services, Asset Management, Strategy, Corporate Finance, Risk Management, Process Improvement, Finance, Managerial Finance, Investments, Accounting, Internal Controls, Financial Risk, Auditing, Forecasting, Business Analysis
Education
Saint John's University
Master's Business Administration, International Finance
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science, Accounting
UBS Wealth Management September 2012 - Present
UBS Wealth Management March 2012 - September 2012
UBS April 2011 - March 2012
UBS January 2009 - April 2011
UBS January 2007 - December 2008
UBS January 2006 - December 2007
UBS January 2000 - December 2005
PaineWebber June 1985 - December 1999
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Wealth Management, Equities, Fixed Income, Financial Reporting, Due Diligence, Leadership, Analysis, Banking, Hedge Funds, Cash Management, Private Equity, Financial Services, Asset Management, Strategy, Corporate Finance, Risk Management, Process Improvement, Finance, Managerial Finance, Investments, Accounting, Internal Controls, Financial Risk, Auditing, Forecasting, Business Analysis
Education
Saint John's University
Master's Business Administration, International Finance
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science, Accounting
Matthew Nikodym Matthew Nikodym's UBS Experience October 2003 - Present
Job First Vice President Wealth Mgmt
Industry Financial Services
Experience
UBS October 2003 - Present
Skills
Series 7, Estate Planning, Retirement Planning, Series 63, Wealth Management, Asset Allocation
Education
St. Cloud State University 2000 — 2003
UBS October 2003 - Present
Skills
Series 7, Estate Planning, Retirement Planning, Series 63, Wealth Management, Asset Allocation
Education
St. Cloud State University 2000 — 2003
Donald Littlefield Donald Littlefield's UBS Experience April 2002 - April 2009
Job Partner at Ballard & Littlefield LLP
Industry Law Practice
Experience
Ballard & Littlefield LLP April 2009 - Present
UBS April 2002 - April 2009
UBS Financial Services April 2002 - April 2009
Munsch Hardt Kopf & Harr, P.C. April 2000 - April 2002
Prudential Securities 1993 - 2000
Skills
Arbitration, Litigation, Mediation, Securities Regulation, Securities, Corporate Governance, Commercial Litigation, Licensing, Due Diligence, Legal Research, Legal Writing, FINRA, Securities Litigation, Intellectual Property, Trade Secrets, Civil Litigation, Dispute Resolution, Employment Law, Privacy Law, Cross-border..., Joint Ventures
Education
Southern Methodist University Dedman School of Law 1983 — 1986
Juris Doctor, Law
Ballard & Littlefield LLP April 2009 - Present
UBS April 2002 - April 2009
UBS Financial Services April 2002 - April 2009
Munsch Hardt Kopf & Harr, P.C. April 2000 - April 2002
Prudential Securities 1993 - 2000
Skills
Arbitration, Litigation, Mediation, Securities Regulation, Securities, Corporate Governance, Commercial Litigation, Licensing, Due Diligence, Legal Research, Legal Writing, FINRA, Securities Litigation, Intellectual Property, Trade Secrets, Civil Litigation, Dispute Resolution, Employment Law, Privacy Law, Cross-border..., Joint Ventures
Education
Southern Methodist University Dedman School of Law 1983 — 1986
Juris Doctor, Law
haiyan gao haiyan gao's UBS Experience June 2009 - September 2009
Job International Trade and Development Professional
Industry International Trade and Development
Experience
UBS June 2009 - September 2009
Education
Southern New Hampshire University 2007 — 2009
master, International Business
UBS June 2009 - September 2009
Education
Southern New Hampshire University 2007 — 2009
master, International Business
Mallory Weber Mallory Weber's UBS Experience February 2007 - September 2007
Job HRIS Manager at ICAP
Industry Marketing and Advertising
Experience
ICAP April 2014 - Present
ICAP March 2011 - March 2014
MPG (Media Planning Group) October 2007 - March 2011
UBS February 2007 - September 2007
Mayer, Brown, Rowe & Maw August 2005 - June 2007
Skills
Human Resources, Recruiting, Talent Acquisition, Leadership, Employee Benefits, Management, Budgets, HRIS, Microsoft Office, Payroll, HR Policies, Training, Social Media, Account Management, Deferred Compensation, Accounts Payable, Strategic Planning, Talent Management, Employee Relations, Financial Services, Workday, Program Management, Temporary Placement, Time Management
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2007
BS, Finance, International Studies
ICAP April 2014 - Present
ICAP March 2011 - March 2014
MPG (Media Planning Group) October 2007 - March 2011
UBS February 2007 - September 2007
Mayer, Brown, Rowe & Maw August 2005 - June 2007
Skills
Human Resources, Recruiting, Talent Acquisition, Leadership, Employee Benefits, Management, Budgets, HRIS, Microsoft Office, Payroll, HR Policies, Training, Social Media, Account Management, Deferred Compensation, Accounts Payable, Strategic Planning, Talent Management, Employee Relations, Financial Services, Workday, Program Management, Temporary Placement, Time Management
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2007
BS, Finance, International Studies
Lauren Castan Lauren Castan's UBS Experience May 2014 — July 2016
Job Administrative Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2014 — July 2016
UBS January 2013 — May 2014
Toscano Ristorante February 2008 — August 2012
UBS Financial Services July 2016 — Present
Skills
Social Media, Customer Service, Microsoft Office, Accounting, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Wealth Management, Access, PowerPoint, Time Management, Microsoft Word, Outlook, Data Analysis, Leadership, Teamwork, Sales, Public Speaking, Management, Social Networking, Research, Microsoft PowerPoint, Microsoft Outlook
Education
St. John's University 2010 — 2014
Bachelor's degree, Business Management, Senior
Notre Dame High School 2006 — 2010
High School Diploma
UBS May 2014 — July 2016
UBS January 2013 — May 2014
Toscano Ristorante February 2008 — August 2012
UBS Financial Services July 2016 — Present
Skills
Social Media, Customer Service, Microsoft Office, Accounting, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Wealth Management, Access, PowerPoint, Time Management, Microsoft Word, Outlook, Data Analysis, Leadership, Teamwork, Sales, Public Speaking, Management, Social Networking, Research, Microsoft PowerPoint, Microsoft Outlook
Education
St. John's University 2010 — 2014
Bachelor's degree, Business Management, Senior
Notre Dame High School 2006 — 2010
High School Diploma
Douglas Pittera's UBS Experience 2010 - Present
Job Technical Accounting Specialist at UBS
Industry Financial Services
Experience
UBS 2010 - Present
GE Capital 2009 - 2010
UBS Investment Bank 1999 - 2009
Citi 1995 - 1999
JH Whitney Investment Management 1992 - 1995
Arthur Andersen & Co. 1987 - 1992
Skills
Investment Banking, Financial Analysis, Fixed Income, Derivatives, Capital Markets, Risk Management, Financial Reporting, Corporate Finance, Banking, Financial Modeling
Education
New York University, Stern School of Business 1995 — 1998
MBA, Finance
Southern Methodist University - Cox School of Business 1984 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
UBS 2010 - Present
GE Capital 2009 - 2010
UBS Investment Bank 1999 - 2009
Citi 1995 - 1999
JH Whitney Investment Management 1992 - 1995
Arthur Andersen & Co. 1987 - 1992
Skills
Investment Banking, Financial Analysis, Fixed Income, Derivatives, Capital Markets, Risk Management, Financial Reporting, Corporate Finance, Banking, Financial Modeling
Education
New York University, Stern School of Business 1995 — 1998
MBA, Finance
Southern Methodist University - Cox School of Business 1984 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
Srinivasa Reddy Gurka's UBS Experience July 2008 - July 2009
Job App System Engineer Expert at Citi Group
Industry Computer Software
Experience
Citi Group June 2010 - Present
JPMorgan Chase & Co. July 2009 - June 2010
UBS July 2008 - July 2009
Citi Group January 2008 - July 2008
UBS December 2006 - January 2008
Polaris Financial Technology Limited May 2004 - December 2006
GE July 2001 - May 2004
Education
Sri Krishnadevaraya University 1998 — 2001
Master of Computer Applications
Citi Group June 2010 - Present
JPMorgan Chase & Co. July 2009 - June 2010
UBS July 2008 - July 2009
Citi Group January 2008 - July 2008
UBS December 2006 - January 2008
Polaris Financial Technology Limited May 2004 - December 2006
GE July 2001 - May 2004
Education
Sri Krishnadevaraya University 1998 — 2001
Master of Computer Applications
Will Brandin Will Brandin's UBS Experience August 2013 - September 2014
Job Associate at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield July 2015 - Present
UBS August 2013 - September 2014
OCC May 2013 - August 2013
Vector Marketing May 2011 - August 2011
Thomas Jones Construction May 2010 - August 2010
Precision Parking October 2009 - January 2010
Skills
Marketing, Social Media, Sales, Leadership, Managing Deadlines, PowerPoint, Teamwork, Xcel, Microsoft Office, Personal Communication, Microsoft Word, Outlook, Financial Analysis, Data Analysis, Emerging Markets, Operations Management, Business Strategy, Budget Monitoring, Commercial Real Estate, Tenant Representation, Office Tenant..., Vacant Land Sales, Buyer Representation, Seller Representation, Customer Service, Time Management, Social Media Marketing, Lease Negotiations, Real Estate Transactions, Real Estate Financing
Education
St. Mary’s University, Twickenham 2013 — 2015
Master of Business Administration (M.B.A.), International Business
University of Colorado at Boulder 2009 — 2013
Bachelor's degree, Communication, General
Universitat Autònoma de Barcelona 2012 — 2012
Bachelor’s Degree, International Business & Cultural Integration
Cushman & Wakefield July 2015 - Present
UBS August 2013 - September 2014
OCC May 2013 - August 2013
Vector Marketing May 2011 - August 2011
Thomas Jones Construction May 2010 - August 2010
Precision Parking October 2009 - January 2010
Skills
Marketing, Social Media, Sales, Leadership, Managing Deadlines, PowerPoint, Teamwork, Xcel, Microsoft Office, Personal Communication, Microsoft Word, Outlook, Financial Analysis, Data Analysis, Emerging Markets, Operations Management, Business Strategy, Budget Monitoring, Commercial Real Estate, Tenant Representation, Office Tenant..., Vacant Land Sales, Buyer Representation, Seller Representation, Customer Service, Time Management, Social Media Marketing, Lease Negotiations, Real Estate Transactions, Real Estate Financing
Education
St. Mary’s University, Twickenham 2013 — 2015
Master of Business Administration (M.B.A.), International Business
University of Colorado at Boulder 2009 — 2013
Bachelor's degree, Communication, General
Universitat Autònoma de Barcelona 2012 — 2012
Bachelor’s Degree, International Business & Cultural Integration
Bryan McCoy Bryan McCoy's UBS Experience July 2006 - June 2008
Job Senior Managing Director at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial July 2008 - Present
UBS July 2006 - June 2008
Tahoma Capital January 2006 - July 2006
Morgan Stanley February 2003 - January 2006
Citi June 1991 - October 2002
Skills
Hedge Funds, Series 7, Securities, Series 63, Trading, Bonds, Alternative Investments, Asset Allocation, Fixed Income, Investments, Management, Investment Management, Fund Of Funds, FINRA, Investment Advisory
Education
University of Oregon 1987 — 1989
Bachelor of Science (BS), Political Science and Government
Southern Oregon University 1984 — 1986
Mesirow Financial July 2008 - Present
UBS July 2006 - June 2008
Tahoma Capital January 2006 - July 2006
Morgan Stanley February 2003 - January 2006
Citi June 1991 - October 2002
Skills
Hedge Funds, Series 7, Securities, Series 63, Trading, Bonds, Alternative Investments, Asset Allocation, Fixed Income, Investments, Management, Investment Management, Fund Of Funds, FINRA, Investment Advisory
Education
University of Oregon 1987 — 1989
Bachelor of Science (BS), Political Science and Government
Southern Oregon University 1984 — 1986
James Clonts's UBS Experience June 2010 - September 2010
Job Producer at IPS Advisors
Industry Internet
Experience
IPS Advisors June 2015 - Present
Think Finance / Elevate September 2013 - June 2015
Cinsay November 2011 - September 2013
UBS June 2010 - September 2010
Sewell Automotive Companies July 2005 - July 2009
Skills
Financial Reporting, Valuation, Forecasting, Financial Modeling, Financial Statement..., Financial Analysis, Accounting, Finance, Corporate Finance, Analysis, Start-ups, Strategic Financial..., Process Improvement, Business Analysis, Portfolio Management, Management, Financial Planning
Education
Southern Methodist University - Cox School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance
Texas Tech University 2001 — 2005
Bachelor’s Degree, Business
IPS Advisors June 2015 - Present
Think Finance / Elevate September 2013 - June 2015
Cinsay November 2011 - September 2013
UBS June 2010 - September 2010
Sewell Automotive Companies July 2005 - July 2009
Skills
Financial Reporting, Valuation, Forecasting, Financial Modeling, Financial Statement..., Financial Analysis, Accounting, Finance, Corporate Finance, Analysis, Start-ups, Strategic Financial..., Process Improvement, Business Analysis, Portfolio Management, Management, Financial Planning
Education
Southern Methodist University - Cox School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance
Texas Tech University 2001 — 2005
Bachelor’s Degree, Business
Karla Fernandez Magallanes Karla Fernandez Magallanes's UBS Experience March 2014 - Present
Job Client Service Associate at UBS Financial Services Inc
Industry Financial Services
Experience
UBS March 2014 - Present
Union Bank February 2009 - March 2014
Union Bank 2009 - 2014
Skills
Customer Service
Education
Southwestern College
Expected 2015- Associates in Business Management, Business/Managerial Economics
UBS March 2014 - Present
Union Bank February 2009 - March 2014
Union Bank 2009 - 2014
Skills
Customer Service
Education
Southwestern College
Expected 2015- Associates in Business Management, Business/Managerial Economics
Peter Cleary Peter Cleary's UBS Experience May 1991 - May 2014
Job Senior Vice President – Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2014 - Present
UBS May 1991 - May 2014
Education
Saint Lawrence University 1986 — 1990
Economics
Delbarton 1982 — 1986
High School
RBC Wealth Management June 2014 - Present
UBS May 1991 - May 2014
Education
Saint Lawrence University 1986 — 1990
Economics
Delbarton 1982 — 1986
High School
Rynn Kneebone's UBS Experience July 2014 - December 2014
Job Learning Specialist Campus Recruitment & Development UBS Investment Bank
Industry Events Services
Experience
UBS Investment Bank December 2014 - Present
UBS July 2014 - December 2014
UBS Investment Bank July 2013 - November 2013
UBS March 2012 - March 2013
Morris Animal Inn April 2009 - January 2010
BCBGMAXAZRIAGROUP January 2006 - July 2008
BCBGMAXAZRIAGROUP June 2005 - September 2005
Symrise June 2004 - August 2004
Skills
Public Relations, Fashion, Event Planning, Event Management, Marketing, Social Media Marketing, Graduate Recruitment, Small Business Marketing
Education
St. Mary's College
Post Graduate Certificate, International Business
University of Delaware 2002 — 2006
Bachelor of Science, Fashion Merchandising
Fashion Institute of Technology, State University of New York 2005 — 2006
Associates, Fashion Merchandising Management
UBS Investment Bank December 2014 - Present
UBS July 2014 - December 2014
UBS Investment Bank July 2013 - November 2013
UBS March 2012 - March 2013
Morris Animal Inn April 2009 - January 2010
BCBGMAXAZRIAGROUP January 2006 - July 2008
BCBGMAXAZRIAGROUP June 2005 - September 2005
Symrise June 2004 - August 2004
Skills
Public Relations, Fashion, Event Planning, Event Management, Marketing, Social Media Marketing, Graduate Recruitment, Small Business Marketing
Education
St. Mary's College
Post Graduate Certificate, International Business
University of Delaware 2002 — 2006
Bachelor of Science, Fashion Merchandising
Fashion Institute of Technology, State University of New York 2005 — 2006
Associates, Fashion Merchandising Management
Chike Ubu's UBS Experience June 2012 - September 2012
Job Account Manager at Stephen James Associates (an Aerotek Company)
Industry Financial Services
Experience
Stephen James Associates July 2015 - Present
Aerotek April 2014 - July 2015
Broadridge Financial Solutions June 2013 - December 2013
St. John's University May 2012 - May 2013
UBS June 2012 - September 2012
Northwestern Mutual May 2012 - June 2012
St. John's University July 2011 - May 2012
Skills
Microsoft Word, Research, Event Management, Public Relations, Microsoft Excel, Public Speaking, PowerPoint, Team Leadership, Event Planning, Social Networking, Spanish, Fundraising, Microsoft Office, Teaching, Social Media Marketing, Leadership, Facebook, Teamwork, Financial Analysis, Social Media, Customer Service, Time Management, Sports, Account Management, Nonprofits, Access, Management, Outlook, Data Analysis, Marketing, Editing, Market Research, Advertising, Finance, Entrepreneurship, Blogging, Budgets, Analysis
Education
St. John's University 2009 — 2013
Bachelor of Science (BS), Economics, Senior
Stephen James Associates July 2015 - Present
Aerotek April 2014 - July 2015
Broadridge Financial Solutions June 2013 - December 2013
St. John's University May 2012 - May 2013
UBS June 2012 - September 2012
Northwestern Mutual May 2012 - June 2012
St. John's University July 2011 - May 2012
Skills
Microsoft Word, Research, Event Management, Public Relations, Microsoft Excel, Public Speaking, PowerPoint, Team Leadership, Event Planning, Social Networking, Spanish, Fundraising, Microsoft Office, Teaching, Social Media Marketing, Leadership, Facebook, Teamwork, Financial Analysis, Social Media, Customer Service, Time Management, Sports, Account Management, Nonprofits, Access, Management, Outlook, Data Analysis, Marketing, Editing, Market Research, Advertising, Finance, Entrepreneurship, Blogging, Budgets, Analysis
Education
St. John's University 2009 — 2013
Bachelor of Science (BS), Economics, Senior
Connor Berkery Connor Berkery's UBS Experience June 2013 - August 2013
Job Financial Solutions Advisor at Merill Edge
Industry Financial Services
Experience
Merill Edge July 2015 - Present
Heritage Brewing Co. January 2015 - May 2015
Berkery, Noyes & Co., LLC January 2015 - May 2015
Berkery, Noyes & Co., LLC May 2007 - December 2014
UBS June 2013 - August 2013
Kinsale Capital Management May 2012 - July 2012
Skills
Investment Banking, Financial Analysis, Equity Research, Private Equity, Fixed Income, Capital Markets, Corporate Development, Microsoft Excel, PowerPoint, Bloomberg, EMT, Hiking, Chess, Downhill Skiing, Construction
Education
St. Lawrence University 2010 — 2014
Bachelor of Arts (BA), Economics
Merill Edge July 2015 - Present
Heritage Brewing Co. January 2015 - May 2015
Berkery, Noyes & Co., LLC January 2015 - May 2015
Berkery, Noyes & Co., LLC May 2007 - December 2014
UBS June 2013 - August 2013
Kinsale Capital Management May 2012 - July 2012
Skills
Investment Banking, Financial Analysis, Equity Research, Private Equity, Fixed Income, Capital Markets, Corporate Development, Microsoft Excel, PowerPoint, Bloomberg, EMT, Hiking, Chess, Downhill Skiing, Construction
Education
St. Lawrence University 2010 — 2014
Bachelor of Arts (BA), Economics
Matthew Delfino Matthew Delfino's UBS Experience June 2013 - August 2013
Job Associate Consultant at Gartner
Industry Financial Services
Experience
Gartner September 2014 - Present
NYU STEP/BEST July 2014 - August 2014
St. Francis College March 2013 - June 2014
UBS June 2013 - August 2013
UBS June 2012 - August 2012
Consulting/Speaking Engagements August 2011 - June 2012
St. Francis College September 2011 - May 2012
Gartner Consulting July 2011 - September 2011
NYC Ladders for Leaders Program 2011 - 2011
Education
St. Francis College 2010 — 2014
Bachelor’s Degree, Political Science and History, 4.0
St. Francis College 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Gartner September 2014 - Present
NYU STEP/BEST July 2014 - August 2014
St. Francis College March 2013 - June 2014
UBS June 2013 - August 2013
UBS June 2012 - August 2012
Consulting/Speaking Engagements August 2011 - June 2012
St. Francis College September 2011 - May 2012
Gartner Consulting July 2011 - September 2011
NYC Ladders for Leaders Program 2011 - 2011
Education
St. Francis College 2010 — 2014
Bachelor’s Degree, Political Science and History, 4.0
St. Francis College 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Ryan Nicholson's UBS Experience May 2013 - August 2013
Job Financial Analyst at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil February 2015 - Present
Southern Methodist University August 2013 - December 2014
ExxonMobil May 2014 - August 2014
UBS May 2013 - August 2013
EY August 2012 - December 2012
Skills
Finance, Financial Analysis, Market Research, Financial Modeling, Microsoft Office, Analysis, Microsoft Excel, Bloomberg, Bloomberg Terminal, Financial Accounting, Valuation
Education
Southern Methodist University - Cox School of Business 2011 — 2014
(BBA) Finance with specialization in Alternative Asset Management, Energy Management, Magna Cum Laude
Pantego Christian Academy
2011
ExxonMobil February 2015 - Present
Southern Methodist University August 2013 - December 2014
ExxonMobil May 2014 - August 2014
UBS May 2013 - August 2013
EY August 2012 - December 2012
Skills
Finance, Financial Analysis, Market Research, Financial Modeling, Microsoft Office, Analysis, Microsoft Excel, Bloomberg, Bloomberg Terminal, Financial Accounting, Valuation
Education
Southern Methodist University - Cox School of Business 2011 — 2014
(BBA) Finance with specialization in Alternative Asset Management, Energy Management, Magna Cum Laude
Pantego Christian Academy
2011
Faye McFarlane Faye McFarlane's UBS Experience 1997 - 2002
Job Litigation Paralegal at Marin Goodman, LLP
Industry Law Practice
Experience
Marin Goodman, LLP June 2014 - Present
MacCartney, MacCartney, Kerrigan & MacCartney 2012 - June 2014
Feerick Lynch MacCartney 2009 - 2012
MacCartney, MacCartney, Kerrigan & MacCartney 2005 - 2009
Phillips & Millman 2002 - 2005
UBS 1997 - 2002
Skills
Notary Public, Courts, Litigation, Pleadings, Westlaw
Education
St. Thomas Aquinas College 1989 — 1993
Elementary Education and Teaching
Marin Goodman, LLP June 2014 - Present
MacCartney, MacCartney, Kerrigan & MacCartney 2012 - June 2014
Feerick Lynch MacCartney 2009 - 2012
MacCartney, MacCartney, Kerrigan & MacCartney 2005 - 2009
Phillips & Millman 2002 - 2005
UBS 1997 - 2002
Skills
Notary Public, Courts, Litigation, Pleadings, Westlaw
Education
St. Thomas Aquinas College 1989 — 1993
Elementary Education and Teaching
Hasan Mason Hasan Mason's UBS Experience August 2012 - December 2012
Job Financial Analyst at Riverside Research
Industry Marketing and Advertising
Experience
Riverside Research March 2014 - Present
Bloomberg BNA January 2014 - March 2014
Bloomberg LP May 2013 - January 2014
UBS August 2012 - December 2012
Skills
Marketing, Event Planning, Public Speaking, Social Media, Advertising, Marketing Communications, Marketing Strategy, Marketing Research, Microsoft Office, Social Networking, Facebook, Online Marketing, PowerPoint, Online Advertising
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2013
Bachelor of Science (BS), Marketing
Riverside Research March 2014 - Present
Bloomberg BNA January 2014 - March 2014
Bloomberg LP May 2013 - January 2014
UBS August 2012 - December 2012
Skills
Marketing, Event Planning, Public Speaking, Social Media, Advertising, Marketing Communications, Marketing Strategy, Marketing Research, Microsoft Office, Social Networking, Facebook, Online Marketing, PowerPoint, Online Advertising
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2013
Bachelor of Science (BS), Marketing
Evan Nawrocki Evan Nawrocki's UBS Experience March 2012 - May 2012
Job Analyst at Goldman Sachs
Industry Banking
Experience
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
IPFC Corp June 2012 - July 2012
UBS March 2012 - May 2012
SMU Men's Basketball Program October 2011 - January 2012
Skills
Microsoft Office, Financial Modeling, Data Analysis, Research, Computer Hardware
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
IPFC Corp June 2012 - July 2012
UBS March 2012 - May 2012
SMU Men's Basketball Program October 2011 - January 2012
Skills
Microsoft Office, Financial Modeling, Data Analysis, Research, Computer Hardware
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Jason Hand's UBS Experience September 2002 - May 2005
Job Financial Advisor at Retirement Visions LLC
Industry Financial Services
Experience
Retirement Visions LLC February 2013 - Present
Barnum Financial Group February 2006 - December 2012
UBS September 2002 - May 2005
Education
Springfield College 2001 — 2005
Bachelor of Science -- Business Management, Minor in Economics
Morgan
Retirement Visions LLC February 2013 - Present
Barnum Financial Group February 2006 - December 2012
UBS September 2002 - May 2005
Education
Springfield College 2001 — 2005
Bachelor of Science -- Business Management, Minor in Economics
Morgan
Matt Auste Matt Auste's UBS Experience August 2002 - May 2004
Job Vice President, CMBS Securitization at Goldman Sachs
Industry Real Estate
Experience
Goldman Sachs February 2013 - Present
Bank of America October 2011 - February 2013
RBC Capital Markets June 2005 - September 2011
RBC Capital Markets June 2004 - May 2005
UBS August 2002 - May 2004
Morgan Stanley (legacy Salomon Smith Barney) January 2001 - May 2001
Skills
Cash Flow Forecasting, Loans, Debt, Securitization, Financial Modeling, Intex Desktop, Intex, Stratification, Credit, Finance, Valuation
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance, Strategy & Entrepreneurship
Charles University - Prague, Czech Republic 2010 — 2010
MBA Summer Abroad, Economics, Strategy
Southern Methodist University - Cox School of Business 2001 — 2005
BBA, Finance; Double Minor in Accounting and Sociology
Goldman Sachs February 2013 - Present
Bank of America October 2011 - February 2013
RBC Capital Markets June 2005 - September 2011
RBC Capital Markets June 2004 - May 2005
UBS August 2002 - May 2004
Morgan Stanley (legacy Salomon Smith Barney) January 2001 - May 2001
Skills
Cash Flow Forecasting, Loans, Debt, Securitization, Financial Modeling, Intex Desktop, Intex, Stratification, Credit, Finance, Valuation
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance, Strategy & Entrepreneurship
Charles University - Prague, Czech Republic 2010 — 2010
MBA Summer Abroad, Economics, Strategy
Southern Methodist University - Cox School of Business 2001 — 2005
BBA, Finance; Double Minor in Accounting and Sociology
Eric Blank's UBS Experience February 2008 - September 2008
Job Assistant Manager, Legal Affairs at American Express
Industry Law Practice
Experience
American Express June 2015 - Present
Levine & Slavit, PLLC. August 2014 - June 2015
Canter Law Firm P.C. August 2013 - November 2013
Canter Law Firm P.C. May 2012 - September 2012
New York City Department of Consumer Affairs September 2011 - May 2012
Hon. Orin R. Kitzes, New York State Supreme Court, Queens County, Commercial Division June 2011 - August 2011
My Trio Rings, LLC November 2009 - June 2010
Calano & Culhane November 2009 - April 2010
UBS February 2008 - September 2008
Wellington Management Company December 2006 - July 2007
Education
Saint John's University School of Law 2010 — 2013
J.D., June 2013
Northeastern University 2004 — 2009
B.S., magna cum laude, International Business and Accounting, September 2009
Universidad Pontificia Comillas 2007 — 2008
Carmel High School 2000 — 2004
American Express June 2015 - Present
Levine & Slavit, PLLC. August 2014 - June 2015
Canter Law Firm P.C. August 2013 - November 2013
Canter Law Firm P.C. May 2012 - September 2012
New York City Department of Consumer Affairs September 2011 - May 2012
Hon. Orin R. Kitzes, New York State Supreme Court, Queens County, Commercial Division June 2011 - August 2011
My Trio Rings, LLC November 2009 - June 2010
Calano & Culhane November 2009 - April 2010
UBS February 2008 - September 2008
Wellington Management Company December 2006 - July 2007
Education
Saint John's University School of Law 2010 — 2013
J.D., June 2013
Northeastern University 2004 — 2009
B.S., magna cum laude, International Business and Accounting, September 2009
Universidad Pontificia Comillas 2007 — 2008
Carmel High School 2000 — 2004
Grant Garlock Grant Garlock's UBS Experience June 2011 - August 2011
Job Director of Corporate Development at SkipTheHire.com
Industry Oil & Energy
Experience
Skip the Hire July 2015 - Present
Business Consultant and Strategist May 2012 - Present
Advantage Pipeline August 2014 - February 2015
SMU Cox School of Business July 2010 - May 2012
UBS June 2011 - August 2011
Indymac Bank October 2007 - May 2009
Clayton Fixed Income Services March 2005 - October 2007
Vantis Capital Management January 2003 - March 2004
Skills
Bloomberg, Structured Finance, VBA, Economics, Access, SQL, Thompson One, Fixed Income Analysis, QRM, Fixed Income, Valuation, Capital Markets, Equities, Financial Modeling, Portfolio Management, Investments, Due Diligence, Bloomberg Terminal, Financial Markets, Private Equity, Risk Management, Finance, Financial Analysis, Management, Analysis, Strategy, Banking, Business Analysis, Financial Risk, Strategic Planning, Corporate Finance, Trading
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA
Vanderbilt University 1998 — 2002
Bachelors
Polytechnic School 1994 — 1998
High School
Skip the Hire July 2015 - Present
Business Consultant and Strategist May 2012 - Present
Advantage Pipeline August 2014 - February 2015
SMU Cox School of Business July 2010 - May 2012
UBS June 2011 - August 2011
Indymac Bank October 2007 - May 2009
Clayton Fixed Income Services March 2005 - October 2007
Vantis Capital Management January 2003 - March 2004
Skills
Bloomberg, Structured Finance, VBA, Economics, Access, SQL, Thompson One, Fixed Income Analysis, QRM, Fixed Income, Valuation, Capital Markets, Equities, Financial Modeling, Portfolio Management, Investments, Due Diligence, Bloomberg Terminal, Financial Markets, Private Equity, Risk Management, Finance, Financial Analysis, Management, Analysis, Strategy, Banking, Business Analysis, Financial Risk, Strategic Planning, Corporate Finance, Trading
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA
Vanderbilt University 1998 — 2002
Bachelors
Polytechnic School 1994 — 1998
High School
Eric Perry's UBS Experience October 2004 - March 2009
Job Director, Business Development
Industry Investment Management
Experience
Varde Partners June 2012 - Present
Mesirow Financial March 2009 - June 2012
UBS October 2004 - March 2009
Progressive Insurance August 1996 - October 2004
Education
St. Cloud State University 1993 — 1996
Varde Partners June 2012 - Present
Mesirow Financial March 2009 - June 2012
UBS October 2004 - March 2009
Progressive Insurance August 1996 - October 2004
Education
St. Cloud State University 1993 — 1996
Kevin Stanek's UBS Experience February 2013 - Present
Job Director Corporate Employee Financial Services International at UBS
Industry Financial Services
Experience
UBS February 2013 - Present
Morgan Stanley Wealth Management June 2010 - February 2013
Morgan Stanley Smith Barney June 2008 - June 2010
Citi June 2006 - June 2008
UBS February 2005 - June 2006
UBS January 2001 - February 2005
Investec Ernst and Company 1998 - 2000
Skills
Equities, Securities, Series 7, Series 63, Series 9, Series 10, Series 24, Executive Compensation..., Project Management, Relationship Management, Portfolio Management, Strategic Planning, Wealth Management, Private Clients, Asset Allocation, Management, Production Support, Call Centers, Options, Risk Management, Mutual Funds, Fixed Income, Financial Analysis, Hedge Funds, Alternative Investments, Trading Systems, Derivatives, Capital Markets, Investments, Call Center, Private Client Services, Strategic Financial..., 401k, Asset Management, Financial Modeling, Investment Advisory, Coast Guard Operator of...
Education
Saint John's University - Peter J. Tobin College of Business 1994 — 1999
Bachelor of Science (B.S.), Business- Finance
UBS February 2013 - Present
Morgan Stanley Wealth Management June 2010 - February 2013
Morgan Stanley Smith Barney June 2008 - June 2010
Citi June 2006 - June 2008
UBS February 2005 - June 2006
UBS January 2001 - February 2005
Investec Ernst and Company 1998 - 2000
Skills
Equities, Securities, Series 7, Series 63, Series 9, Series 10, Series 24, Executive Compensation..., Project Management, Relationship Management, Portfolio Management, Strategic Planning, Wealth Management, Private Clients, Asset Allocation, Management, Production Support, Call Centers, Options, Risk Management, Mutual Funds, Fixed Income, Financial Analysis, Hedge Funds, Alternative Investments, Trading Systems, Derivatives, Capital Markets, Investments, Call Center, Private Client Services, Strategic Financial..., 401k, Asset Management, Financial Modeling, Investment Advisory, Coast Guard Operator of...
Education
Saint John's University - Peter J. Tobin College of Business 1994 — 1999
Bachelor of Science (B.S.), Business- Finance
Angharad Rees's UBS Experience March 2015 - Present
Job UBS Community Affairs & Corporate Responsibility
Industry Public Relations and Communications
Experience
UBS March 2015 - Present
The Home Office August 2014 - March 2015
The Home Office July 2014 - August 2014
The Home Office January 2014 - July 2014
COFELY UK - GDF SUEZ GROUP May 2011 - September 2013
Mitchells & Butlers April 2010 - January 2012
Nike September 2007 - June 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel
Education
Liverpool Hope University 2011 — 2014
Bachelor of Arts (BA), Communication and Media Studies, First Class
Neath Portalbort College 2009 — 2011
'A' Levels, Business Studies [C]. English Language and Literature [B] Media Studies [B]
St. Mary’s University, Twickenham
Postgraduate Certificate, International Business Practice, Pending
UBS March 2015 - Present
The Home Office August 2014 - March 2015
The Home Office July 2014 - August 2014
The Home Office January 2014 - July 2014
COFELY UK - GDF SUEZ GROUP May 2011 - September 2013
Mitchells & Butlers April 2010 - January 2012
Nike September 2007 - June 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel
Education
Liverpool Hope University 2011 — 2014
Bachelor of Arts (BA), Communication and Media Studies, First Class
Neath Portalbort College 2009 — 2011
'A' Levels, Business Studies [C]. English Language and Literature [B] Media Studies [B]
St. Mary’s University, Twickenham
Postgraduate Certificate, International Business Practice, Pending
Alex Vlastakis Alex Vlastakis's UBS Experience 2000 - 2001
Job Director at SpeedRoute
Industry Financial Services
Experience
SpeedRoute 2014 - Present
ConvergEx Group 2006 - 2014
BNY Brokerage 2004 - 2006
Sonic Technologies 2001 - 2004
UBS 2000 - 2001
Skills
Electronic Trading, Equity Trading, Trading Systems, Options, Equities, Series 7, Series 24, FX trading, Market Data, Trading, Hedge Funds, Bloomberg, Series 63, Securities, Alternative Investments, Asset Management, Middle Office, Equity Derivatives, Derivatives, Financial Markets, Fixed Income, Capital Markets, Prime Brokerage, Trading Strategies, FX Options, FINRA, Equity Research, Portfolio Management, Market Structure, Asset Managment, Financial Sales, Relationship Management, Institutional Sales
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BS, Finance
SpeedRoute 2014 - Present
ConvergEx Group 2006 - 2014
BNY Brokerage 2004 - 2006
Sonic Technologies 2001 - 2004
UBS 2000 - 2001
Skills
Electronic Trading, Equity Trading, Trading Systems, Options, Equities, Series 7, Series 24, FX trading, Market Data, Trading, Hedge Funds, Bloomberg, Series 63, Securities, Alternative Investments, Asset Management, Middle Office, Equity Derivatives, Derivatives, Financial Markets, Fixed Income, Capital Markets, Prime Brokerage, Trading Strategies, FX Options, FINRA, Equity Research, Portfolio Management, Market Structure, Asset Managment, Financial Sales, Relationship Management, Institutional Sales
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BS, Finance
Edward R. Bauzyk's UBS Experience 2002 - 2004
Job Senior Consultant at Intrinsic Partners LLC
Industry Computer Software
Experience
Intrinsic Partners LLC April 2009 - Present
Oracle Financial Services November 2007 - April 2009
The Bank of New York October 2006 - June 2007
Merrill Lynch 2004 - 2006
UBS 2002 - 2004
Westlb 1997 - 2002
Citibank 1994 - 1997
JPMorgan Chase 1991 - 1994
Skills
Risk Management, Enterprise Risk..., Business Analysis, Information Security, MS Excel Pivot Tables, Banking, Project Management, Integration, Structured Finance, Risk Assessment, Capital Markets, Credit Risk, Due Diligence, Analytics, Relationship Management, Enterprise Software, Business Process..., Financial Risk, Financial Services, Investment Banking, Problem Solving, PowerPoint, Microsoft Word, UAT Coordination
Education
Brookdale Community College
Saint John's University - Peter J. Tobin College of Business
MBA - Accounting
Intrinsic Partners LLC April 2009 - Present
Oracle Financial Services November 2007 - April 2009
The Bank of New York October 2006 - June 2007
Merrill Lynch 2004 - 2006
UBS 2002 - 2004
Westlb 1997 - 2002
Citibank 1994 - 1997
JPMorgan Chase 1991 - 1994
Skills
Risk Management, Enterprise Risk..., Business Analysis, Information Security, MS Excel Pivot Tables, Banking, Project Management, Integration, Structured Finance, Risk Assessment, Capital Markets, Credit Risk, Due Diligence, Analytics, Relationship Management, Enterprise Software, Business Process..., Financial Risk, Financial Services, Investment Banking, Problem Solving, PowerPoint, Microsoft Word, UAT Coordination
Education
Brookdale Community College
Saint John's University - Peter J. Tobin College of Business
MBA - Accounting
Anthony Liotti's UBS Experience 2007 - Present
Job Executive Director Fixed Income Sales and Trading
Industry Financial Services
Experience
UBS 2007 - Present
Goldman Sachs March 2006 - March 2008
Morgan Stanley 1997 - 2006
Education
St. Francis University 1987 — 1991
UBS 2007 - Present
Goldman Sachs March 2006 - March 2008
Morgan Stanley 1997 - 2006
Education
St. Francis University 1987 — 1991
David Stack's UBS Experience March 2001 - July 2014
Job ETF Global Capital Markets at State Street Global Advisors
Industry Financial Services
Experience
SPDR Exchange Traded Funds (ETFs) August 2014 - Present
UBS March 2001 - July 2014
Morgan Stanley January 2000 - February 2001
Skills
Equities, Hedge Funds, Fixed Income, Derivatives, Trading, Series 7, Bloomberg, Capital Markets, Securities, Trading Systems, Asset Management, Financial Markets, Equity Trading, Finance, Portfolio Management, Investments
Education
Saint John's University - Peter J. Tobin College of Business
B.S, Finance
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
SPDR Exchange Traded Funds (ETFs) August 2014 - Present
UBS March 2001 - July 2014
Morgan Stanley January 2000 - February 2001
Skills
Equities, Hedge Funds, Fixed Income, Derivatives, Trading, Series 7, Bloomberg, Capital Markets, Securities, Trading Systems, Asset Management, Financial Markets, Equity Trading, Finance, Portfolio Management, Investments
Education
Saint John's University - Peter J. Tobin College of Business
B.S, Finance
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
Anthony D'Andrea's UBS Experience August 2008 - Present
Job MD Head, Securities Backed Lending UBS
Industry Banking
Experience
UBS August 2008 - Present
UBS Wealth Management 2005 - 2008
UBS February 2002 - November 2005
Skills
Credit, Leadership, Loans, Management, Private Banking, Risk Management, Strategy, Structured Finance, Wealth Management, CRM, Coaching, Credit Risk
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2002
MBA, International Finance
St. Francis College 1991 — 1995
BS, Business, Economics
UBS August 2008 - Present
UBS Wealth Management 2005 - 2008
UBS February 2002 - November 2005
Skills
Credit, Leadership, Loans, Management, Private Banking, Risk Management, Strategy, Structured Finance, Wealth Management, CRM, Coaching, Credit Risk
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2002
MBA, International Finance
St. Francis College 1991 — 1995
BS, Business, Economics
Rachel Libonati's UBS Experience August 2004 - November 2006
Job Director at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management August 2010 - Present
JPMorgan Private Bank November 2006 - October 2010
UBS August 2004 - November 2006
UBS Wealth Management 2000 - August 2003
Mercantile 1996 - 1998
Education
St. Mary's College of Maryland 1991 — 1995
Cathedral School
Mercy High School
Babson Capital Management August 2010 - Present
JPMorgan Private Bank November 2006 - October 2010
UBS August 2004 - November 2006
UBS Wealth Management 2000 - August 2003
Mercantile 1996 - 1998
Education
St. Mary's College of Maryland 1991 — 1995
Cathedral School
Mercy High School
Robert Burchett, CFA's UBS Experience August 2006 - September 2008
Job Finance Manager at USBank
Industry Financial Services
Experience
U.S. Bank October 2008 - Present
UBS August 2006 - September 2008
Piper Jaffray 2001 - 2006
U.S. Bank 1998 - 2001
Skills
Financial Analysis, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1996 — 1998
Master of Business Administration (MBA), Finance, General
St. Cloud State University 1989 — 1994
B.S., Finance, Economics
U.S. Bank October 2008 - Present
UBS August 2006 - September 2008
Piper Jaffray 2001 - 2006
U.S. Bank 1998 - 2001
Skills
Financial Analysis, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1996 — 1998
Master of Business Administration (MBA), Finance, General
St. Cloud State University 1989 — 1994
B.S., Finance, Economics
Kim Friedman's UBS Experience September 2014 - Present
Job
Industry Law Practice
Experience
UBS September 2014 - Present
Deutsche Bank August 2012 - September 2014
Kramer Levin Naftalis & Frankel LLP August 2009 - August 2012
U.S. Department of Labor August 2008 - December 2008
New York State Banking Department June 2008 - August 2008
The Ohio State University September 2004 - June 2006
The Village Network October 2004 - February 2006
Presidential Classroom January 2004 - April 2004
Education
Saint John's University School of Law 2006 — 2009
Juris Doctor
The Ohio State University Fisher College of Business 2004 — 2006
Masters
WHU – Otto Beisheim School of Management 2005 — 2005
The Ohio State University 2001 — 2004
BA
The Ohio State University Fisher College of Business 2001 — 2004
BS
UBS September 2014 - Present
Deutsche Bank August 2012 - September 2014
Kramer Levin Naftalis & Frankel LLP August 2009 - August 2012
U.S. Department of Labor August 2008 - December 2008
New York State Banking Department June 2008 - August 2008
The Ohio State University September 2004 - June 2006
The Village Network October 2004 - February 2006
Presidential Classroom January 2004 - April 2004
Education
Saint John's University School of Law 2006 — 2009
Juris Doctor
The Ohio State University Fisher College of Business 2004 — 2006
Masters
WHU – Otto Beisheim School of Management 2005 — 2005
The Ohio State University 2001 — 2004
BA
The Ohio State University Fisher College of Business 2001 — 2004
BS
Anthony Birch's UBS Experience October 2003 - December 2006
Job New York Metro Regional Sales Director
Industry Financial Services
Experience
Abner, Herrman & Brock LLC September 2015 - Present
The Roosevelt Investment Group, Inc. January 2007 - September 2015
UBS October 2003 - December 2006
Oppenheimer & Co. July 2000 - October 2003
Skills
Asset Management, Equities, Fixed Income
Education
Saint John's University - Peter J. Tobin College of Business 1996 — 2000
Finance, Finance, General
Abner, Herrman & Brock LLC September 2015 - Present
The Roosevelt Investment Group, Inc. January 2007 - September 2015
UBS October 2003 - December 2006
Oppenheimer & Co. July 2000 - October 2003
Skills
Asset Management, Equities, Fixed Income
Education
Saint John's University - Peter J. Tobin College of Business 1996 — 2000
Finance, Finance, General
Tanisha West's UBS Experience April 2007 - March 2008
Job Recruiter at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2012 - Present
UBS Financial Services September 2008 - April 2009
UBS April 2007 - March 2008
UBS Wealth Management 2002 - 2006
Skills
Recruiting, Sourcing, Wealth Management, Investments, Public Speaking, Financial Advisory, Series 7, Talent Acquisition, Applicant Tracking..., Onboarding, Series 63, Mutual Funds, Financial Services, Finance, Financial Planning, Retirement Planning, College Recruiting, Employee Benefits, Financial Analysis, Talent Management, Strategic Planning, Leadership
Education
Spelman College 1995 — 1999
Bachelor of Arts, Economics
Santa Catalina
Edward Jones January 2012 - Present
UBS Financial Services September 2008 - April 2009
UBS April 2007 - March 2008
UBS Wealth Management 2002 - 2006
Skills
Recruiting, Sourcing, Wealth Management, Investments, Public Speaking, Financial Advisory, Series 7, Talent Acquisition, Applicant Tracking..., Onboarding, Series 63, Mutual Funds, Financial Services, Finance, Financial Planning, Retirement Planning, College Recruiting, Employee Benefits, Financial Analysis, Talent Management, Strategic Planning, Leadership
Education
Spelman College 1995 — 1999
Bachelor of Arts, Economics
Santa Catalina
Alex Moyano, CAMS's UBS Experience December 2014 - Present
Job Director, Volcker and Regulatory Change Compliance Officer at UBS
Industry Financial Services
Experience
UBS December 2014 - Present
Morgan Stanley March 2010 - December 2014
AML Consultant May 2008 - March 2010
Daylight Forensic & Advisory LLC August 2006 - March 2008
NYSE March 2005 - August 2006
Skills
Risk Management, Anti Money Laundering, Banking, Financial Risk, Fixed Income, Financial Services, Equities, Due Diligence, Securities, FINRA
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2005
B.S., Finance, GPA 3.86
UBS December 2014 - Present
Morgan Stanley March 2010 - December 2014
AML Consultant May 2008 - March 2010
Daylight Forensic & Advisory LLC August 2006 - March 2008
NYSE March 2005 - August 2006
Skills
Risk Management, Anti Money Laundering, Banking, Financial Risk, Fixed Income, Financial Services, Equities, Due Diligence, Securities, FINRA
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2005
B.S., Finance, GPA 3.86
David Mircovic's UBS Experience Account ManagementUBS Investment Bank2002 - Present
Job Director Hedge Fund Services at UBS
Industry Investment Banking
Experience
UBS Account ManagementUBS Investment Bank2002 - Present
Goldman Sachs 1994 - 2001
Education
St. John's University, The Peter J. Tobin College of Business 1988 — 1992
UBS Account ManagementUBS Investment Bank2002 - Present
Goldman Sachs 1994 - 2001
Education
St. John's University, The Peter J. Tobin College of Business 1988 — 1992
Zachary Phelps's UBS Experience October 2006 - November 2008
Job Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2010 - Present
UBS Investment Bank March 2009 - July 2010
UBS October 2006 - November 2008
Thacher Proffitt & Wood LLP September 2004 - October 2006
Education
St. John's University School of Law 2001 — 2004
J.D
Morgan Stanley July 2010 - Present
UBS Investment Bank March 2009 - July 2010
UBS October 2006 - November 2008
Thacher Proffitt & Wood LLP September 2004 - October 2006
Education
St. John's University School of Law 2001 — 2004
J.D
Raymond Leung's UBS Experience March 2000 - May 2001
Job Managing Director at RBC
Industry Financial Services
Experience
RBC Capital Markets August 2014 - Present
Goldman Sachs October 2007 - August 2014
Bear, Stearns & Co. Inc. May 2001 - October 2007
UBS March 2000 - May 2001
Standard & Poor's 1988 - 2000
Skills
Fixed Income, High Yield, Hedge Funds, Credit Derivatives, Capital Markets, Alternative Investments, Credit Analysis, Equities, Investment Banking, Leveraged Finance, Bonds, Corporate Finance, Derivatives, Valuation, Bloomberg, Structured Products, Financial Modeling, Financial Structuring, Private Equity, Credit Risk, Emerging Markets, Structured Finance, Equity Research, Securitization, Equity Derivatives
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1994
MBA, International Finance
St. John's University, The Peter J. Tobin College of Business 1984 — 1988
BS, Finance
RBC Capital Markets August 2014 - Present
Goldman Sachs October 2007 - August 2014
Bear, Stearns & Co. Inc. May 2001 - October 2007
UBS March 2000 - May 2001
Standard & Poor's 1988 - 2000
Skills
Fixed Income, High Yield, Hedge Funds, Credit Derivatives, Capital Markets, Alternative Investments, Credit Analysis, Equities, Investment Banking, Leveraged Finance, Bonds, Corporate Finance, Derivatives, Valuation, Bloomberg, Structured Products, Financial Modeling, Financial Structuring, Private Equity, Credit Risk, Emerging Markets, Structured Finance, Equity Research, Securitization, Equity Derivatives
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1994
MBA, International Finance
St. John's University, The Peter J. Tobin College of Business 1984 — 1988
BS, Finance
Chitra Baja's UBS Experience 2006 - Present
Job DW Consultant at UBS Global Asset Management
Industry Information Technology and Services
Experience
UBS Global Asset Management BI ConsultantUBS Investment Bank2007 - Present
UBS 2006 - Present
Pfizer 2004 - 2005
Education
Sri Venkateswara University
UBS Global Asset Management BI ConsultantUBS Investment Bank2007 - Present
UBS 2006 - Present
Pfizer 2004 - 2005
Education
Sri Venkateswara University
Edward Quackenbush's UBS Experience 1988 - 2002
Job Associate Fixed Income Clearance at Jefferies and Company
Industry Banking
Experience
Jefferies and Company March 2009 - Present
RBS Global Banking & Markets August 2002 - January 2009
ABN Amro Inc / RBS Securities Inc 2002 - 2009
UBS Securities 1988 - 2002
UBS Investment Bank 1988 - 2002
UBS 1988 - 2002
Swiss Bank Corporation (a/k/a UBS) 1988 - 1998
Swiss Bank Corp 1988 - 1997
Skills
Mergers, Derivatives, Equities, FX Options, Swaps, Capital Markets, Alternative Investments, Hedge Funds, Series 63, Asset Managment, Portfolio Management
Education
St. Francis College 1970 — 1975
St Francis Prep 1966 — 1970
Jefferies and Company March 2009 - Present
RBS Global Banking & Markets August 2002 - January 2009
ABN Amro Inc / RBS Securities Inc 2002 - 2009
UBS Securities 1988 - 2002
UBS Investment Bank 1988 - 2002
UBS 1988 - 2002
Swiss Bank Corporation (a/k/a UBS) 1988 - 1998
Swiss Bank Corp 1988 - 1997
Skills
Mergers, Derivatives, Equities, FX Options, Swaps, Capital Markets, Alternative Investments, Hedge Funds, Series 63, Asset Managment, Portfolio Management
Education
St. Francis College 1970 — 1975
St Francis Prep 1966 — 1970
Robert Aufenanger's UBS Experience 2007 - April 2012
Job Founder & Managing Member
Industry Financial Services
Experience
Broadscope Fund Administrators April 2012 - Present
UBS 2007 - April 2012
U.S. Trust 2003 - 2007
ICON InvestmentsCFO responsible for 1999 - 2002
Merrill Lynch 1986 - 1998
Merrill Lynch 1980 - 1985
EY 1975 - 1980
Skills
CPA, Income Tax, SEC compliance, Private Equity, Investor Relations, Alternative Investments, Hedge Funds, Asset Management, Asset Managment, Fund Administration, SEC, Financial Modeling, Financial Services, Start-ups, Asset Allocation, Goal-driven leader, FASB, Risk Management, Portfolio Management, Financial Reporting, Cash Management, Investments, Financial Analysis, Mutual Funds, Finance, Valuation, Capital Markets, Accounting, Strategic Financial..., Due Diligence, Funding, Corporate Finance, Investment Banking, Investment Management, Equities, Auditing, Fund Of Funds, Executive Management, Securities, Tax, Venture Capital, Wealth Management, SEC filings, Private Placements, SEC Filings, Financial Planning
Education
Saint John's University - Peter J. Tobin College of Business 1971 — 1975
BS in Accounting, Accounting
Christ the King HS 1967 — 1971
Broadscope Fund Administrators April 2012 - Present
UBS 2007 - April 2012
U.S. Trust 2003 - 2007
ICON InvestmentsCFO responsible for 1999 - 2002
Merrill Lynch 1986 - 1998
Merrill Lynch 1980 - 1985
EY 1975 - 1980
Skills
CPA, Income Tax, SEC compliance, Private Equity, Investor Relations, Alternative Investments, Hedge Funds, Asset Management, Asset Managment, Fund Administration, SEC, Financial Modeling, Financial Services, Start-ups, Asset Allocation, Goal-driven leader, FASB, Risk Management, Portfolio Management, Financial Reporting, Cash Management, Investments, Financial Analysis, Mutual Funds, Finance, Valuation, Capital Markets, Accounting, Strategic Financial..., Due Diligence, Funding, Corporate Finance, Investment Banking, Investment Management, Equities, Auditing, Fund Of Funds, Executive Management, Securities, Tax, Venture Capital, Wealth Management, SEC filings, Private Placements, SEC Filings, Financial Planning
Education
Saint John's University - Peter J. Tobin College of Business 1971 — 1975
BS in Accounting, Accounting
Christ the King HS 1967 — 1971
Timothy Cooper, CFP®'s UBS Experience January 2009 - Present
Job Vice PresidentInvestments at UBS
Industry Financial Services
Experience
UBS January 2009 - Present
Smith Barney October 1998 - January 2009
Smith Barney February 1997 - October 1998
Education
St. John's University 1992 — 1996
Bachelor's degree, Finance, General
UBS January 2009 - Present
Smith Barney October 1998 - January 2009
Smith Barney February 1997 - October 1998
Education
St. John's University 1992 — 1996
Bachelor's degree, Finance, General
Lisa Robinson, CFP®'s UBS Experience August 2014 - Present
Job Director, Complex Administrative Manager, UBS
Industry Financial Services
Experience
UBS August 2014 - Present
Bernstein Global Wealth Management August 2004 - August 2014
St. Joseph's Hospital June 2002 - August 2004
Ernst & Young September 2000 - June 2002
Education
Northeastern University 1996 — 2000
BS, Business Administration-Accounting
St. Petersburg College
CERTIFIED FINANCIAL PLANNER
UBS August 2014 - Present
Bernstein Global Wealth Management August 2004 - August 2014
St. Joseph's Hospital June 2002 - August 2004
Ernst & Young September 2000 - June 2002
Education
Northeastern University 1996 — 2000
BS, Business Administration-Accounting
St. Petersburg College
CERTIFIED FINANCIAL PLANNER
Mary Ann (Bowen) Bennett's UBS Experience January 1999 - January 2000
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade March 2013 - Present
Scottrade July 2010 - Present
MetLife April 2004 - December 2009
Somerset Trust Company2003 - 2004 September 2003 - April 2004
Parker/Hunter Inc January 2001 - January 2003
Merrill Lynch January 2000 - January 2001
UBS January 1999 - January 2000
USBANCORP Trust Company January 1994 - January 1999
Education
St. Francis University 1994 — 1997
Finance and Economics
Greater Johnstown Vocational Technical School 1985 — 1987
High School Diploma, Health Related Technology
Cambria Rowe-Business College
Associate's degree, Accounting
Johnstown
St. Francis University
Organizational Leadership
Scottrade March 2013 - Present
Scottrade July 2010 - Present
MetLife April 2004 - December 2009
Somerset Trust Company2003 - 2004 September 2003 - April 2004
Parker/Hunter Inc January 2001 - January 2003
Merrill Lynch January 2000 - January 2001
UBS January 1999 - January 2000
USBANCORP Trust Company January 1994 - January 1999
Education
St. Francis University 1994 — 1997
Finance and Economics
Greater Johnstown Vocational Technical School 1985 — 1987
High School Diploma, Health Related Technology
Cambria Rowe-Business College
Associate's degree, Accounting
Johnstown
St. Francis University
Organizational Leadership
Peter McGoldrick, CFA's UBS Experience June 2007 - August 2007
Job Equity Research Associate at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2013 - Present
T. Rowe Price October 2010 - August 2013
T. Rowe Price August 2009 - September 2010
T Rowe Price October 2008 - August 2009
UBS June 2007 - August 2007
Skills
Capital Markets, Series 7, Financial Analysis, Microsoft Excel, Economics, Microsoft Office, Data Analysis, PowerPoint, Research, Market Research
Education
Saint Lawrence University 2004 — 2008
Bachelor's degree, Mathematics and Fine Arts
Stifel Financial Corp. September 2013 - Present
T. Rowe Price October 2010 - August 2013
T. Rowe Price August 2009 - September 2010
T Rowe Price October 2008 - August 2009
UBS June 2007 - August 2007
Skills
Capital Markets, Series 7, Financial Analysis, Microsoft Excel, Economics, Microsoft Office, Data Analysis, PowerPoint, Research, Market Research
Education
Saint Lawrence University 2004 — 2008
Bachelor's degree, Mathematics and Fine Arts
Ranjan Dumra's UBS Experience October 2004 - June 2008
Job CEO at Diverse Maintenance Solutions Inc
Industry Executive Office
Experience
Diverse Maintenance Solutions Inc August 2012 - Present
Diverse Maintenance Solutions India Pvt. Ltd. January 2010 - August 2012
UBS October 2004 - June 2008
Skills
Business Development, Business Strategy, New Business Development, Team Management, Strategic Planning, Negotiation, Project Management, Vendor Management, Change Management, Product Management, Management, Product Development, Business Analysis, MIS, Business Intelligence, Team Building, Program Management, Start-ups, Management Consulting, Investments, Strategic Partnerships
Education
St. Xavier's College 1971 — 1975
BA(Econ) Honors, Economics
Diverse Maintenance Solutions Inc August 2012 - Present
Diverse Maintenance Solutions India Pvt. Ltd. January 2010 - August 2012
UBS October 2004 - June 2008
Skills
Business Development, Business Strategy, New Business Development, Team Management, Strategic Planning, Negotiation, Project Management, Vendor Management, Change Management, Product Management, Management, Product Development, Business Analysis, MIS, Business Intelligence, Team Building, Program Management, Start-ups, Management Consulting, Investments, Strategic Partnerships
Education
St. Xavier's College 1971 — 1975
BA(Econ) Honors, Economics
Shyam Sunder Maddali's UBS Experience December 2009 - April 2010
Job Peoplesoft Technical Consultant at Flagstar Bank
Industry Computer Software
Experience
Flagstar Bank October 2010 - Present
City of Kansas City, MO May 2010 - September 2010
UBS December 2009 - April 2010
City of Kansas City, MO December 2008 - December 2009
Idearc Media September 2007 - July 2008
Skills
PeopleSoft, Crystal Reports
Education
SSIM
Sri Krishnadevaraya University
B.Com(Comp), Commerce and Computers
Flagstar Bank October 2010 - Present
City of Kansas City, MO May 2010 - September 2010
UBS December 2009 - April 2010
City of Kansas City, MO December 2008 - December 2009
Idearc Media September 2007 - July 2008
Skills
PeopleSoft, Crystal Reports
Education
SSIM
Sri Krishnadevaraya University
B.Com(Comp), Commerce and Computers
Joseph Sorge's UBS Experience 2001 - 2008
Job Equities Trading
Industry Financial Services
Experience
UBS 2001 - 2008
Paine Webber 1968 - 2000
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 2001
B.S., Management
UBS 2001 - 2008
Paine Webber 1968 - 2000
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 2001
B.S., Management
Erica Stauffer's UBS Experience 1994 - 1998
Job Global Head of University Relations at AIG
Industry Financial Services
Experience
AIG June 2012 - Present
Morgan Stanley June 2009 - May 2012
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2004 - September 2008
ABN AMRO 2000 - 2004
SG Cowen 1999 - 2000
UBS 1994 - 1998
Goldman Sachs 1991 - 1995
First Boston 1989 - 1991
Skills
Capital Markets, Fixed Income, Investment Banking, Talent Management, Program Management, Equities, Banking, Recruiting, Employee Training, Human Resources, Strategy, Training, Financial Services, Risk Management, Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Management
St. Lawrence University 1985 — 1989
BA, Economics
AIG June 2012 - Present
Morgan Stanley June 2009 - May 2012
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2004 - September 2008
ABN AMRO 2000 - 2004
SG Cowen 1999 - 2000
UBS 1994 - 1998
Goldman Sachs 1991 - 1995
First Boston 1989 - 1991
Skills
Capital Markets, Fixed Income, Investment Banking, Talent Management, Program Management, Equities, Banking, Recruiting, Employee Training, Human Resources, Strategy, Training, Financial Services, Risk Management, Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Management
St. Lawrence University 1985 — 1989
BA, Economics
Pamela McCormack's UBS Experience October 2003 - August 2007
Job CoFounder/Chief Strategy Officer, General Counsel and CoHead of Securitization
Industry Commercial Real Estate
Experience
Ladder Capital Finance LLC March 2007 - Present
UBS October 2003 - August 2007
Credit Suisse August 1999 - September 2003
Stroock & Stroock & Lavan LLP September 1997 - July 1999
Thelen Reid Brown Raysman & Steiner LLP September 1996 - September 1997
Skills
Due Diligence, Commercial Real Estate, Asset Management, Mergers & Acquisitions, Investments, Real Estate, Real Estate Transactions, Financial Structuring, Loans, Joint Ventures, Disposition, Mortgage Lending, Restructuring, Equities, Securitization, Loan Origination, Litigation, Foreclosures, Commercial Mortgages, Licensing
Education
St. John's University School of Law 1994 — 1996
J.D.
Stony Brook University
B.A., English
Ladder Capital Finance LLC March 2007 - Present
UBS October 2003 - August 2007
Credit Suisse August 1999 - September 2003
Stroock & Stroock & Lavan LLP September 1997 - July 1999
Thelen Reid Brown Raysman & Steiner LLP September 1996 - September 1997
Skills
Due Diligence, Commercial Real Estate, Asset Management, Mergers & Acquisitions, Investments, Real Estate, Real Estate Transactions, Financial Structuring, Loans, Joint Ventures, Disposition, Mortgage Lending, Restructuring, Equities, Securitization, Loan Origination, Litigation, Foreclosures, Commercial Mortgages, Licensing
Education
St. John's University School of Law 1994 — 1996
J.D.
Stony Brook University
B.A., English
Dan La Vecchia, MBA's UBS Experience January 1998 - February 2005
Job Vice President Finance and Accounting at Robert Half
Industry Accounting
Experience
Robert Half Finance & Accounting 2004 - Present
UBS January 1998 - February 2005
Skills
Due Diligence, Technical Recruiting, Applicant Tracking..., PeopleSoft, College Recruiting, Consulting, General Ledger, Internet Recruiting, GAAP, Contract Recruitment, Auditing
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2003
MBA, Finance
Robert Half Finance & Accounting 2004 - Present
UBS January 1998 - February 2005
Skills
Due Diligence, Technical Recruiting, Applicant Tracking..., PeopleSoft, College Recruiting, Consulting, General Ledger, Internet Recruiting, GAAP, Contract Recruitment, Auditing
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2003
MBA, Finance
Brian G. McGivern's UBS Experience January 2004 - Present
Job Financial Advisor VicePresident at UBS
Industry Financial Services
Experience
UBS January 2004 - Present
Education
St. Norbert College 1975 — 1979
BA, Sociology
UBS January 2004 - Present
Education
St. Norbert College 1975 — 1979
BA, Sociology
Derek Au's UBS Experience July 2007 - September 2009
Job Senior Technical Systems Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets September 2009 - Present
UBS July 2007 - September 2009
TELUS November 2006 - June 2007
Amdocs November 2000 - November 2006
Softfield Research Ltd. July 1999 - November 2000
Skills
Unix, Linux
Education
St. Andrew's College
University of Toronto
B. Sc. (Hons), Actuarial Science, Statistics & Computer Science
RBC Capital Markets September 2009 - Present
UBS July 2007 - September 2009
TELUS November 2006 - June 2007
Amdocs November 2000 - November 2006
Softfield Research Ltd. July 1999 - November 2000
Skills
Unix, Linux
Education
St. Andrew's College
University of Toronto
B. Sc. (Hons), Actuarial Science, Statistics & Computer Science
Daniel Gillespie's UBS Experience April 2009 - January 2010
Job Associate Director at ORIX Corporate Capital
Industry Venture Capital & Private Equity
Experience
ORIX Corporate Capital May 2015 - Present
ORIX Corporate Capital May 2013 - April 2015
ORIX Corporate Capital June 2010 - May 2013
The Zucker Group October 2009 - February 2010
UBS April 2009 - January 2010
RBC Dain Rauscher May 2009 - September 2009
Americo Life, Inc. May 2008 - August 2008
Skills
Alternative Investments, Venture Capital, Hedge Funds, Investments, Portfolio Management, LBO, Fund Of Funds, Bloomberg, Capital, Investment Banking, Private Equity, Funding, Structured Finance, Due Diligence, Financial Modeling, Corporate Finance, Loans, Mutual Funds, Valuation
Education
Southern Methodist University - Cox School of Business 2006 — 2010
BA, Finance with Alternative Asset Specialization, Economics
ORIX Corporate Capital May 2015 - Present
ORIX Corporate Capital May 2013 - April 2015
ORIX Corporate Capital June 2010 - May 2013
The Zucker Group October 2009 - February 2010
UBS April 2009 - January 2010
RBC Dain Rauscher May 2009 - September 2009
Americo Life, Inc. May 2008 - August 2008
Skills
Alternative Investments, Venture Capital, Hedge Funds, Investments, Portfolio Management, LBO, Fund Of Funds, Bloomberg, Capital, Investment Banking, Private Equity, Funding, Structured Finance, Due Diligence, Financial Modeling, Corporate Finance, Loans, Mutual Funds, Valuation
Education
Southern Methodist University - Cox School of Business 2006 — 2010
BA, Finance with Alternative Asset Specialization, Economics
Chris Gouldsbury's UBS Experience October 2006 - June 2008
Job Vice President Investor Services
Industry Financial Services
Experience
JPMorgan Chase April 2015 - Present
JPMorgan Chase April 2013 - April 2015
JPMorgan Chase June 2011 - April 2013
Exane September 2010 - November 2010
Deutsche Bank July 2008 - July 2009
UBS October 2006 - June 2008
Barclays Capital May 2002 - October 2006
JPMorgan Chase February 2002 - May 2002
Morgan Stanley September 2000 - November 2001
Skills
Fixed Income, Derivatives, Equities, Hedge Funds, Trading, Middle Office, Asset Management, Prime Brokerage, Back Office, Capital Markets
Education
St. Francis College
Bachelor’s Degree, Business Management
JPMorgan Chase April 2015 - Present
JPMorgan Chase April 2013 - April 2015
JPMorgan Chase June 2011 - April 2013
Exane September 2010 - November 2010
Deutsche Bank July 2008 - July 2009
UBS October 2006 - June 2008
Barclays Capital May 2002 - October 2006
JPMorgan Chase February 2002 - May 2002
Morgan Stanley September 2000 - November 2001
Skills
Fixed Income, Derivatives, Equities, Hedge Funds, Trading, Middle Office, Asset Management, Prime Brokerage, Back Office, Capital Markets
Education
St. Francis College
Bachelor’s Degree, Business Management
Mark Ladzinski's UBS Experience July 2005 - April 2013
Job Global Cost Controller and Head of IT Cost reporting and analysis
Industry Financial Services
Experience
UBS Investment Bank February 2013 - Present
UBS July 2005 - April 2013
Credit Suisse May 1999 - July 2005
Merrill Lynch October 1997 - May 1999
Prudential Financial 1993 - 1997
Skills
Capital Markets, Product Control, Forecasting, Finance, Analysis, Fixed Income, Financial Modeling, Financial Analysis, Financial Markets, Strategic Financial..., Middle Office, Financial Reporting, Internal Controls, Accounting, Corporate Finance
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1997
MBA, Finance
Saint John's University 1988 — 1992
BS, Accounting / Finance
UBS Investment Bank February 2013 - Present
UBS July 2005 - April 2013
Credit Suisse May 1999 - July 2005
Merrill Lynch October 1997 - May 1999
Prudential Financial 1993 - 1997
Skills
Capital Markets, Product Control, Forecasting, Finance, Analysis, Fixed Income, Financial Modeling, Financial Analysis, Financial Markets, Strategic Financial..., Middle Office, Financial Reporting, Internal Controls, Accounting, Corporate Finance
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1997
MBA, Finance
Saint John's University 1988 — 1992
BS, Accounting / Finance
Leah Woolison's UBS Experience July 2007 - March 2009
Job Sales Manager
Industry Insurance
Experience
Humana October 2009 - Present
UBS July 2007 - March 2009
First Central State Bank August 2001 - July 2007
Firstar Bank June 1996 - August 2001
Skills
Investments, Loans, Mortgage Lending, Banking, Business Development, Financial Services, Sales, New Business Development, Relationship Management, Finance
Education
St. Ambrose University 1992 — 1996
Bachelor of Science, Biology
Humana October 2009 - Present
UBS July 2007 - March 2009
First Central State Bank August 2001 - July 2007
Firstar Bank June 1996 - August 2001
Skills
Investments, Loans, Mortgage Lending, Banking, Business Development, Financial Services, Sales, New Business Development, Relationship Management, Finance
Education
St. Ambrose University 1992 — 1996
Bachelor of Science, Biology
Todd Donato's UBS Experience September 2011 - Present
Job UIT Trading at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2011 - Present
UBS September 2011 - Present
Pump It Up of Freehold, NJ January 2009 - January 2013
Raven Securities Corp. 1990 - 2011
Skills
Trading, Securities, Advertising, Equities, Investments, Customer Service, Marketing, Marketing Strategy, Series 7, Sales, Social Media Marketing, Fixed Income, Small Business, Trading Systems, Hedge Funds
Education
Monsignor Farrell HS
St. John's University
St. John's University
UBS Wealth Management September 2011 - Present
UBS September 2011 - Present
Pump It Up of Freehold, NJ January 2009 - January 2013
Raven Securities Corp. 1990 - 2011
Skills
Trading, Securities, Advertising, Equities, Investments, Customer Service, Marketing, Marketing Strategy, Series 7, Sales, Social Media Marketing, Fixed Income, Small Business, Trading Systems, Hedge Funds
Education
Monsignor Farrell HS
St. John's University
St. John's University
Ann Carender's UBS Experience September 2000 - October 2005
Job Registered Sales Associate at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus June 2009 - Present
AG EDWARDS October 2007 - June 2009
Ameriprise Financial Services, Inc. January 2007 - October 2007
Charles Schwab November 2005 - October 2006
UBS September 2000 - October 2005
Johnson Financial Advisors October 1998 - September 2000
Education
Bishop Dubourg 1978 — 1982
St. Louis Community College
Stifel Nicolaus June 2009 - Present
AG EDWARDS October 2007 - June 2009
Ameriprise Financial Services, Inc. January 2007 - October 2007
Charles Schwab November 2005 - October 2006
UBS September 2000 - October 2005
Johnson Financial Advisors October 1998 - September 2000
Education
Bishop Dubourg 1978 — 1982
St. Louis Community College
Porawit Hongsuwan's UBS Experience September 2011 - April 2012
Job Management Consulting Associate at Element22
Industry Financial Services
Experience
Element22 February 2015 - Present
LAC Group October 2014 - December 2014
LAC Group February 2014 - March 2014
UBS Investment Bank May 2012 - August 2012
UBS September 2011 - April 2012
APL April 2009 - May 2009
Enconcept 2006 - 2007
Skills
Business Analysis, Database Management, Data Analysis, Database Design, Market Analysis, Marketing Communications, Web Design, Graphic Design, Research, Strategic Planning, Strategic Analysis, Business Objects, Microsoft Office, Logistics, Maritime, Air Freight, Transportation..., Transportation, Analysis, Project Management, Budgets, Microsoft Excel
Education
St. Mary’s University, Twickenham 2011 — 2012
Postgraduate Certificate, International Business Practice, with Merit
Thammasat University 2006 — 2010
BBA, International Business, Logistics, Transport
Triam Udom Suksa School 2002 — 2006
Bischöfliches Abtei-Gymnasium 2004 — 2005
Element22 February 2015 - Present
LAC Group October 2014 - December 2014
LAC Group February 2014 - March 2014
UBS Investment Bank May 2012 - August 2012
UBS September 2011 - April 2012
APL April 2009 - May 2009
Enconcept 2006 - 2007
Skills
Business Analysis, Database Management, Data Analysis, Database Design, Market Analysis, Marketing Communications, Web Design, Graphic Design, Research, Strategic Planning, Strategic Analysis, Business Objects, Microsoft Office, Logistics, Maritime, Air Freight, Transportation..., Transportation, Analysis, Project Management, Budgets, Microsoft Excel
Education
St. Mary’s University, Twickenham 2011 — 2012
Postgraduate Certificate, International Business Practice, with Merit
Thammasat University 2006 — 2010
BBA, International Business, Logistics, Transport
Triam Udom Suksa School 2002 — 2006
Bischöfliches Abtei-Gymnasium 2004 — 2005
Altay Omarov's UBS Experience February 2008 - May 2008
Job Investment Banking Analyst at Chiron Capital
Industry Investment Banking
Experience
Chiron Capital July 2010 - Present
Ameriprise Financial Services, Inc. September 2009 - June 2010
UBS February 2008 - May 2008
Ernst & Young June 2007 - August 2007
Skills
LBO, DCF
Education
St. Lawrence University 2005 — 2009
BA, Economics and Math
St. Lawrence University
Chiron Capital July 2010 - Present
Ameriprise Financial Services, Inc. September 2009 - June 2010
UBS February 2008 - May 2008
Ernst & Young June 2007 - August 2007
Skills
LBO, DCF
Education
St. Lawrence University 2005 — 2009
BA, Economics and Math
St. Lawrence University
robert breslin's UBS Experience January 2001 - January 2003
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Breslin Consulting May 2009 - September 2011
NATIXIS Global Associates October 2005 - April 2009
Pioneer Investment Management February 2003 - September 2005
UBS January 2001 - January 2003
SailFirst.com, Inc January 1998 - January 2001
Education
Washington College 1996 — 1998
Master of Arts, 20th Century American History; History
St. Mary's College of Maryland 1986 — 1991
BA, History
Merrill Lynch May 2011 - Present
Breslin Consulting May 2009 - September 2011
NATIXIS Global Associates October 2005 - April 2009
Pioneer Investment Management February 2003 - September 2005
UBS January 2001 - January 2003
SailFirst.com, Inc January 1998 - January 2001
Education
Washington College 1996 — 1998
Master of Arts, 20th Century American History; History
St. Mary's College of Maryland 1986 — 1991
BA, History
Madeline Juenger's UBS Experience 2009 - 2010
Job Scheduling Supervisor at Caiman Energy
Industry
Experience
Caiman Energy February 2015 - Present
Caiman Energy January 2014 - January 2015
Caiman Energy March 2011 - December 2013
Regency Gas Services September 2010 - March 2011
UBS 2009 - 2010
Skills
Natural Gas, Petroleum, Oil & Gas Industry, Energy, Gas, Microsoft Office, Financial Analysis, Energy Industry, Due Diligence, Upstream, Valuation, Pipelines, Oil/Gas
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Business Administration (MBA)
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
gradeschool
Caiman Energy February 2015 - Present
Caiman Energy January 2014 - January 2015
Caiman Energy March 2011 - December 2013
Regency Gas Services September 2010 - March 2011
UBS 2009 - 2010
Skills
Natural Gas, Petroleum, Oil & Gas Industry, Energy, Gas, Microsoft Office, Financial Analysis, Energy Industry, Due Diligence, Upstream, Valuation, Pipelines, Oil/Gas
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Business Administration (MBA)
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
gradeschool
Raias Anthony Khan's UBS Experience January 2012 - May 2012
Job Assistant National Bank Examiner
Industry Banking
Experience
Office of the Comptroller of the Currency June 2013 - February 2014
Dollar Tree Stores July 2012 - November 2012
North Shore-LIJ Health System February 2012 - May 2012
Saint John's University January 2012 - May 2012
UBS January 2012 - May 2012
Saint John's University January 2011 - May 2012
Travelex November 2011 - December 2011
GLOBE Microloan Program August 2011 - December 2011
Citigroup March 2011 - November 2011
Best Buy June 2007 - May 2010
Skills
Risk Management, Analysis, Forecasting, Program Management, Financial Analysis, Microsoft Excel, Situational Leadership, Bloomberg, Community Outreach, Marketing, Strategic Planning, Budgets, Leadership, Investments, Management, Microsoft Office, PowerPoint
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2012
B.S., Finance (Major GPA Index 3.8)
University of Cambridge 2004 — 2008
IGSCE and A-Level Coursework, Core Requirements and Electives
Office of the Comptroller of the Currency June 2013 - February 2014
Dollar Tree Stores July 2012 - November 2012
North Shore-LIJ Health System February 2012 - May 2012
Saint John's University January 2012 - May 2012
UBS January 2012 - May 2012
Saint John's University January 2011 - May 2012
Travelex November 2011 - December 2011
GLOBE Microloan Program August 2011 - December 2011
Citigroup March 2011 - November 2011
Best Buy June 2007 - May 2010
Skills
Risk Management, Analysis, Forecasting, Program Management, Financial Analysis, Microsoft Excel, Situational Leadership, Bloomberg, Community Outreach, Marketing, Strategic Planning, Budgets, Leadership, Investments, Management, Microsoft Office, PowerPoint
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2012
B.S., Finance (Major GPA Index 3.8)
University of Cambridge 2004 — 2008
IGSCE and A-Level Coursework, Core Requirements and Electives
Kip Pepper's UBS Experience 2008 - 2013
Job Controller at Outpost Pines LLC
Industry Financial Services
Experience
Outpost Pines LLC (Formerly FIP Ventures LLC) March 2014 - Present
UBS 2008 - 2013
UBS 2003 - 2008
UBS 1998 - 2003
UBS Investment Bank 1990 - 1996
Skills
Financial Controlling, Financial Accounting, Internal Controls, Deferred Compensation, Compensation & Benefit, Financial Reporting, Balance Sheet Review, P&L Analysis, Monthly Close Process, Business Partner Support, Accounts Payable, ADP Payroll, SAP, Microsoft Excel, Microsoft Word, Strategic Planning, Risk Management, Financial Analysis, Banking, Investment Banking
Education
University of Colorado Boulder 1996 — 1998
Master of Business Administration (MBA), Finance, General
St. Olaf College
Bachelor of Arts (BA)
Outpost Pines LLC (Formerly FIP Ventures LLC) March 2014 - Present
UBS 2008 - 2013
UBS 2003 - 2008
UBS 1998 - 2003
UBS Investment Bank 1990 - 1996
Skills
Financial Controlling, Financial Accounting, Internal Controls, Deferred Compensation, Compensation & Benefit, Financial Reporting, Balance Sheet Review, P&L Analysis, Monthly Close Process, Business Partner Support, Accounts Payable, ADP Payroll, SAP, Microsoft Excel, Microsoft Word, Strategic Planning, Risk Management, Financial Analysis, Banking, Investment Banking
Education
University of Colorado Boulder 1996 — 1998
Master of Business Administration (MBA), Finance, General
St. Olaf College
Bachelor of Arts (BA)
Brian McGivern's UBS Experience February 2005 - February 2012
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
UBS February 2005 - February 2012
RBC Dain Rauscher Inc. March 2002 - February 2005
Tucker Anthony INC July 1992 - March 2002
Gruntal & Company Inc. March 1988 - July 1992
Moseley Securities Corp. May 1983 - March 1988
Education
St. Ferdinand Grade School 1963 — 1971
St. Norbert College 1975 — 1979
Bachelor of Arts (B.A.)
Fenwick High School 1971 — 1975
Ameriprise Financial Services, Inc. March 2012 - Present
UBS February 2005 - February 2012
RBC Dain Rauscher Inc. March 2002 - February 2005
Tucker Anthony INC July 1992 - March 2002
Gruntal & Company Inc. March 1988 - July 1992
Moseley Securities Corp. May 1983 - March 1988
Education
St. Ferdinand Grade School 1963 — 1971
St. Norbert College 1975 — 1979
Bachelor of Arts (B.A.)
Fenwick High School 1971 — 1975
Clark Bacon's UBS Experience March 2005 - Present
Job Vice President at UBS Financial Services Inc
Industry Financial Services
Experience
UBS March 2005 - Present
Education
Southern Methodist University - Cox School of Business
UBS March 2005 - Present
Education
Southern Methodist University - Cox School of Business
Lillibell Gorousingh's UBS Experience March 2001 - May 2007
Job Investment/Banking
Industry Investment Management
Experience
HSN October 2008 - August 2013
McEwan Wealth Managment Inc January 2008 - September 2010
Nielsen Media Research September 2002 - April 2008
Invest Financial October 2007 - January 2008
UBS March 2001 - May 2007
Invest Financial October 1998 - July 1999
Franklin Templeton Investments January 1994 - October 1998
Skills
Customer Service, Teamwork, Call Center, Outlook, Team Leadership, Team Building, Investments, Sales, Administrative..., Microsoft Excel, PowerPoint, Microsoft Word
Education
St. Petersburg College 2011 — 2014
Current Student, Business Administration and Management, General
Taylor Business Institute 1984 — 1985
Certificate, Secretarial Science
HSN October 2008 - August 2013
McEwan Wealth Managment Inc January 2008 - September 2010
Nielsen Media Research September 2002 - April 2008
Invest Financial October 2007 - January 2008
UBS March 2001 - May 2007
Invest Financial October 1998 - July 1999
Franklin Templeton Investments January 1994 - October 1998
Skills
Customer Service, Teamwork, Call Center, Outlook, Team Leadership, Team Building, Investments, Sales, Administrative..., Microsoft Excel, PowerPoint, Microsoft Word
Education
St. Petersburg College 2011 — 2014
Current Student, Business Administration and Management, General
Taylor Business Institute 1984 — 1985
Certificate, Secretarial Science
Tressa Violetto's UBS Experience July 2006 - Present
Job Director, HRBP for WMA Solutions & WMA Client Strategy Office at UBS
Industry Financial Services
Experience
UBS July 2006 - Present
UBS July 2006 - Present
JPMorgan Chase May 2003 - June 2006
Skills
401k, Employee Benefits, Deferred Compensation, Succession Planning, Onboarding, Microsoft Office, Organizational..., Organizational Structure
Education
St. Francis College 1999 — 2003
Bachelor of Arts (B.A.), Psychology
UBS July 2006 - Present
UBS July 2006 - Present
JPMorgan Chase May 2003 - June 2006
Skills
401k, Employee Benefits, Deferred Compensation, Succession Planning, Onboarding, Microsoft Office, Organizational..., Organizational Structure
Education
St. Francis College 1999 — 2003
Bachelor of Arts (B.A.), Psychology
James Sulecki's UBS Experience July 2001 - March 2002
Job Financial Services
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
Newedge September 2010 - February 2015
Kellner DiLeo October 2006 - September 2010
LibertyView Capital Management March 2004 - October 2006
LibertyView Capital Management November 2003 - March 2004
Neuberger Berman May 2003 - November 2003
Neuberger Berman March 2002 - May 2003
UBS July 2001 - March 2002
Fidelity Investments May 1998 - July 2001
Skills
Securities Lending, Prime Brokerage, Equities, Bloomberg, Fixed Income, Alternative Investments, Asset Management, Back Office, Bloomberg Terminal, Bonds, Capital Markets, Collateral Management, Commodity, Corporate Actions, Derivatives, ETFs, Electronic Trading, Equity Derivatives, Equity Trading, FINRA, Financial Markets, Financial Risk, Financial Services, Foreign Exchange, Funding, Hedge Funds, Hedging, Investment Banking, Investment Management, Investments, Market Data, Market Risk, Middle Office, Mutual Funds, Operational Risk, Options, Portfolio Management, Proprietary Trading, Securities, Series 24, Series 63, Series 7, Settlement, Structured Products, Trading, Trading Systems
Education
St. Francis College 1997 — 2001
BS, Accounting, 3.75 GPA Magna Cum Laude
St Francis Prep High School 1993 — 1997
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
Newedge September 2010 - February 2015
Kellner DiLeo October 2006 - September 2010
LibertyView Capital Management March 2004 - October 2006
LibertyView Capital Management November 2003 - March 2004
Neuberger Berman May 2003 - November 2003
Neuberger Berman March 2002 - May 2003
UBS July 2001 - March 2002
Fidelity Investments May 1998 - July 2001
Skills
Securities Lending, Prime Brokerage, Equities, Bloomberg, Fixed Income, Alternative Investments, Asset Management, Back Office, Bloomberg Terminal, Bonds, Capital Markets, Collateral Management, Commodity, Corporate Actions, Derivatives, ETFs, Electronic Trading, Equity Derivatives, Equity Trading, FINRA, Financial Markets, Financial Risk, Financial Services, Foreign Exchange, Funding, Hedge Funds, Hedging, Investment Banking, Investment Management, Investments, Market Data, Market Risk, Middle Office, Mutual Funds, Operational Risk, Options, Portfolio Management, Proprietary Trading, Securities, Series 24, Series 63, Series 7, Settlement, Structured Products, Trading, Trading Systems
Education
St. Francis College 1997 — 2001
BS, Accounting, 3.75 GPA Magna Cum Laude
St Francis Prep High School 1993 — 1997
Christopher Caputo's UBS Experience January 2006 - December 2011
Job Investment Advisor at National Securities
Industry Financial Services
Experience
National Securities January 2015 - Present
Wells Fargo Advisors, LLC February 2011 - December 2014
UBS January 2006 - December 2011
Skills
Series 7, Retirement Planning, Securities, Asset Allocation, Series 63, Portfolio Management, Investments, Retail Brokerage, Asset Management, Investment Advisory, Alternative Investments, Separately Managed..., Retirement, Mutual Funds, Equities, Workout, Financial Advisory, Fixed Income, Wealth, Loans, Portfolios, Bonds, Underwriting, Debt, Wealth Transfer, Investment Strategies, Capital Markets, Servicing, High Net Worth..., Managed Accounts, 401k, Treasury Services, MBS, Comprehensive Wealth..., Mergers, Estate Planning, Private Wealth..., Stocks, Structured Products, Asset, Options, Private Placements, Annuities, Series 65, FINRA, Managing Accounts, Fixed Annuities, Wealth Management..., Uniform Combined State..., 401k Rollovers
Education
St. Francis College 1980 — 1985
BA, Management
National Securities January 2015 - Present
Wells Fargo Advisors, LLC February 2011 - December 2014
UBS January 2006 - December 2011
Skills
Series 7, Retirement Planning, Securities, Asset Allocation, Series 63, Portfolio Management, Investments, Retail Brokerage, Asset Management, Investment Advisory, Alternative Investments, Separately Managed..., Retirement, Mutual Funds, Equities, Workout, Financial Advisory, Fixed Income, Wealth, Loans, Portfolios, Bonds, Underwriting, Debt, Wealth Transfer, Investment Strategies, Capital Markets, Servicing, High Net Worth..., Managed Accounts, 401k, Treasury Services, MBS, Comprehensive Wealth..., Mergers, Estate Planning, Private Wealth..., Stocks, Structured Products, Asset, Options, Private Placements, Annuities, Series 65, FINRA, Managing Accounts, Fixed Annuities, Wealth Management..., Uniform Combined State..., 401k Rollovers
Education
St. Francis College 1980 — 1985
BA, Management
John Moroni's UBS Experience August 2012 - December 2012
Job Societe Generale Americas oversight operations
Industry Investment Banking
Experience
Société Générale August 2014 - Present
Deutsche Bank March 2014 - April 2014
Wells Fargo February 2013 - January 2014
UBS August 2012 - December 2012
Virtusa March 2012 - November 2012
KeyBank March 2012 - August 2012
Deutsche Bank Securities January 1996 - January 2011
Deutsche Bank Securities 1996 - 2011
Sygma Computer Services January 1995 - January 1996
SunGard 1995 - 1996
Skills
Project Management, Reconciliation, Troubleshooting, Management, Business Process, Back Office, Outsourcing, Training, Equities, Leadership, Six Sigma, Securities, Settlement, PMO, Business Analysis
Education
Saint Francis College, Brooklyn,NY 1977 — 1981
BS, Math
St. Francis College 1977 — 1981
BS Degree, Mathematics
Brooklyn Tech 1973 — 1977
Société Générale August 2014 - Present
Deutsche Bank March 2014 - April 2014
Wells Fargo February 2013 - January 2014
UBS August 2012 - December 2012
Virtusa March 2012 - November 2012
KeyBank March 2012 - August 2012
Deutsche Bank Securities January 1996 - January 2011
Deutsche Bank Securities 1996 - 2011
Sygma Computer Services January 1995 - January 1996
SunGard 1995 - 1996
Skills
Project Management, Reconciliation, Troubleshooting, Management, Business Process, Back Office, Outsourcing, Training, Equities, Leadership, Six Sigma, Securities, Settlement, PMO, Business Analysis
Education
Saint Francis College, Brooklyn,NY 1977 — 1981
BS, Math
St. Francis College 1977 — 1981
BS Degree, Mathematics
Brooklyn Tech 1973 — 1977
Trevor Fahr's UBS Experience July 2010 - Present
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS July 2010 - Present
The Ayco Company, L.P. August 1998 - July 2010
Education
Southern Methodist University - Cox School of Business 2001 — 2002
Master of Science, Accounting
Trinity University 1994 — 1998
Bachelor of Science, Business Administration
UBS July 2010 - Present
The Ayco Company, L.P. August 1998 - July 2010
Education
Southern Methodist University - Cox School of Business 2001 — 2002
Master of Science, Accounting
Trinity University 1994 — 1998
Bachelor of Science, Business Administration
Nicole Tercovich's UBS Experience February 2008 - June 2009
Job Manager at DTCC DerivSERV
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation April 2015 - Present
DTCC DerivSERV January 2014 - April 2015
New York Portfolio Clearing, LLC November 2012 - January 2014
New York Portfolio Clearing, LLC April 2010 - November 2012
MF Global June 2009 - April 2010
UBS February 2008 - June 2009
Fimat USA, LLC. April 2007 - September 2007
NYBOT, Putter Trading May 2006 - March 2007
Skills
Trading, Fixed Income, Derivatives, Middle Office, Back Office, Listed Derivatives, Relationship Management, Trade Support, Operations, Portfolio Management
Education
Saint John's University - Peter J. Tobin College of Business
The Depository Trust & Clearing Corporation April 2015 - Present
DTCC DerivSERV January 2014 - April 2015
New York Portfolio Clearing, LLC November 2012 - January 2014
New York Portfolio Clearing, LLC April 2010 - November 2012
MF Global June 2009 - April 2010
UBS February 2008 - June 2009
Fimat USA, LLC. April 2007 - September 2007
NYBOT, Putter Trading May 2006 - March 2007
Skills
Trading, Fixed Income, Derivatives, Middle Office, Back Office, Listed Derivatives, Relationship Management, Trade Support, Operations, Portfolio Management
Education
Saint John's University - Peter J. Tobin College of Business
Frank J. Caolo's UBS Experience February 2009 - November 2013
Job AFLAC Business and Employee Benefits Consultant Independent Agent/Owner Caolo Associates
Industry Insurance
Experience
Aflac 2013 - Present
UBS February 2009 - November 2013
Skills
Fixed Income, Capital Markets, Equities, Hedge Funds, Investment Banking, Series 7, Securities, Trading, Electronic Trading, Asset Management, Structured Products, Financial Markets, Corporate Finance, Valuation, Alternative Investments, Fixed Income..., Sales, Insurance, Risk Management, Leadership, Strategic Planning, Investments
Education
St. John's University
Bachelor's Degree
Aflac 2013 - Present
UBS February 2009 - November 2013
Skills
Fixed Income, Capital Markets, Equities, Hedge Funds, Investment Banking, Series 7, Securities, Trading, Electronic Trading, Asset Management, Structured Products, Financial Markets, Corporate Finance, Valuation, Alternative Investments, Fixed Income..., Sales, Insurance, Risk Management, Leadership, Strategic Planning, Investments
Education
St. John's University
Bachelor's Degree
Jennifer Meiners's UBS Experience 1999 - 2000
Job Vice President and Senior Documentation Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America March 2015 - Present
Bank of America Merrill Lynch October 2014 - March 2015
Saltopia Artisan Infused Sea Salts September 2013 - September 2014
UBS 1999 - 2000
UBS 1996 - 1997
J.P. Morgan 1992 - 1996
Shearman & Sterling LLP 1990 - 1992
Skills
ISDA negotiations, Derivatives, Securities, Commercial Paper, S Corporations, Legal Documents, Social Media Marketing, Sales, Food Manufacturing
Education
St. Lawrence University 1986 — 1990
Bachelor of Arts (B.A.), Government
Bank of America March 2015 - Present
Bank of America Merrill Lynch October 2014 - March 2015
Saltopia Artisan Infused Sea Salts September 2013 - September 2014
UBS 1999 - 2000
UBS 1996 - 1997
J.P. Morgan 1992 - 1996
Shearman & Sterling LLP 1990 - 1992
Skills
ISDA negotiations, Derivatives, Securities, Commercial Paper, S Corporations, Legal Documents, Social Media Marketing, Sales, Food Manufacturing
Education
St. Lawrence University 1986 — 1990
Bachelor of Arts (B.A.), Government
Emily Duerfeldt's UBS Experience August 2006 - June 2008
Job Trader at Fisher Investments
Industry Financial Services
Experience
Fisher Investments December 2014 - Present
Fisher Investments January 2013 - December 2014
Fisher Investments July 2012 - January 2013
Fisher Investments January 2010 - July 2012
Fisher Investments June 2008 - January 2010
UBS August 2006 - June 2008
The Standard May 2001 - August 2006
Skills
Investments, Leadership, Equities, Finance, Asset Management, Financial Services, Financial Analysis, Portfolio Management, Customer Service
Education
University of Portland 2000 — 2003
Master of Business Administration (M.B.A.)
Southern Oregon University 1994 — 1998
Bachelor's Degree, English Language and Literature/Letters
Fisher Investments December 2014 - Present
Fisher Investments January 2013 - December 2014
Fisher Investments July 2012 - January 2013
Fisher Investments January 2010 - July 2012
Fisher Investments June 2008 - January 2010
UBS August 2006 - June 2008
The Standard May 2001 - August 2006
Skills
Investments, Leadership, Equities, Finance, Asset Management, Financial Services, Financial Analysis, Portfolio Management, Customer Service
Education
University of Portland 2000 — 2003
Master of Business Administration (M.B.A.)
Southern Oregon University 1994 — 1998
Bachelor's Degree, English Language and Literature/Letters
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.