UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
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UBS Employees
Employee
Years
Job
Industry
Kaleigh Griffin Kaleigh Griffin's UBS Experience September 2014 - Present
Job Global Marketing & Creative Services Specialist at UBS
Industry Marketing and Advertising
Experience
UBS September 2014 - Present
THINK creative group June 2014 - October 2014
Sunlight Solar Energy, Inc February 2014 - July 2014
Yale University Careers February 2014 - June 2014
Pyewackitt Productions April 2013 - April 2014
Tackle Girls: One Team, One Mission Documentary May 2013 - August 2013
On the Leesh Productions January 2013 - May 2013
Hudson Valley Magazine August 2012 - January 2013
BEAHIVE January 2012 - May 2012
Westwood Metes & Bounds Realty September 2004 - May 2009
Skills
Video Production, Editing, Social Media, Final Cut Pro, Avid Media Composer, Video Editing, Videography, Film, Microsoft Office, Film Production, Media Production, Facebook, Final Cut Studio, Premiere, Canon DSLR, Producing, Digital Marketing, Brand Development, Social Media Marketing, Digital Media, Marketing Strategy, Copywriting, Storytelling, Twitter, Marketing, Google Analytics, Phone Etiquette, Creative Writing, Digital Video, Office Management, Post Production, Pro Tools, After Effects, Photography, Television
Education
SUNY New Paltz 2008 — 2013
Bachelor of Science (B.S.), English
State University of New York at New Paltz 2008 — 2013
Bachelor of Arts (B.A.), Media Production
Endicott College 2006 — 2008
Transferred, Media Production
UBS September 2014 - Present
THINK creative group June 2014 - October 2014
Sunlight Solar Energy, Inc February 2014 - July 2014
Yale University Careers February 2014 - June 2014
Pyewackitt Productions April 2013 - April 2014
Tackle Girls: One Team, One Mission Documentary May 2013 - August 2013
On the Leesh Productions January 2013 - May 2013
Hudson Valley Magazine August 2012 - January 2013
BEAHIVE January 2012 - May 2012
Westwood Metes & Bounds Realty September 2004 - May 2009
Skills
Video Production, Editing, Social Media, Final Cut Pro, Avid Media Composer, Video Editing, Videography, Film, Microsoft Office, Film Production, Media Production, Facebook, Final Cut Studio, Premiere, Canon DSLR, Producing, Digital Marketing, Brand Development, Social Media Marketing, Digital Media, Marketing Strategy, Copywriting, Storytelling, Twitter, Marketing, Google Analytics, Phone Etiquette, Creative Writing, Digital Video, Office Management, Post Production, Pro Tools, After Effects, Photography, Television
Education
SUNY New Paltz 2008 — 2013
Bachelor of Science (B.S.), English
State University of New York at New Paltz 2008 — 2013
Bachelor of Arts (B.A.), Media Production
Endicott College 2006 — 2008
Transferred, Media Production
Andrea Shuyu Wang's UBS Experience November 2014 - November 2014
Job Stanford Economics | CoFounder of Lizard Institute | Founder of Profiles in Converse | BAML Summer Analyst
Industry Financial Services
Experience
Copernican Solutions, LLC September 2015 - Present
Charles R. Blyth Fund October 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Lizard Institute June 2013 - August 2015
Stanford University April 2013 - March 2015
GSR Ventures October 2014 - February 2015
UBS November 2014 - November 2014
Today Art Museum July 2014 - July 2014
National Geographic Learning August 2013 - August 2013
Bingyi Creative July 2013 - August 2013
Skills
Research, Event Planning, PowerPoint, Fundraising, Nonprofits, Microsoft Excel, Mandarin, International Relations, Social Media Marketing, Non-profits, Microsoft Word, Presentations, Social Entrepreneurship, Policy Analysis
Education
Stanford University 2012 — 2016
Bachelor of Arts (B.A.), Economics, minor in Art History
University of Oxford 2014 — 2014
Stanford in Oxford, affiliated with Magdalen College, History of Art, 4.0/4.0
Shanghai World Foreign Language School 2009 — 2012
International Baccalaureate Bilingual Diploma, Higher level courses in Math, Chemistry, Economics, and English, IB Score: 45/45
Copernican Solutions, LLC September 2015 - Present
Charles R. Blyth Fund October 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Lizard Institute June 2013 - August 2015
Stanford University April 2013 - March 2015
GSR Ventures October 2014 - February 2015
UBS November 2014 - November 2014
Today Art Museum July 2014 - July 2014
National Geographic Learning August 2013 - August 2013
Bingyi Creative July 2013 - August 2013
Skills
Research, Event Planning, PowerPoint, Fundraising, Nonprofits, Microsoft Excel, Mandarin, International Relations, Social Media Marketing, Non-profits, Microsoft Word, Presentations, Social Entrepreneurship, Policy Analysis
Education
Stanford University 2012 — 2016
Bachelor of Arts (B.A.), Economics, minor in Art History
University of Oxford 2014 — 2014
Stanford in Oxford, affiliated with Magdalen College, History of Art, 4.0/4.0
Shanghai World Foreign Language School 2009 — 2012
International Baccalaureate Bilingual Diploma, Higher level courses in Math, Chemistry, Economics, and English, IB Score: 45/45
Marsha Zak Marsha Zak's UBS Experience October 2007 - January 2014
Job Client Concierge at IFAM Capital
Industry Financial Services
Experience
IFAM Capital January 2014 - Present
UBS October 2007 - January 2014
Skills
Wealth Management, Customer Service, Series 7, Marketing, Salesforce.com, Investments, Strategic Planning, Asset Allocation, Leadership, Sales, Equities
Education
Stephens College 1978 — 1982
Bachelor of Business Administration (BBA), Fashion
IFAM Capital January 2014 - Present
UBS October 2007 - January 2014
Skills
Wealth Management, Customer Service, Series 7, Marketing, Salesforce.com, Investments, Strategic Planning, Asset Allocation, Leadership, Sales, Equities
Education
Stephens College 1978 — 1982
Bachelor of Business Administration (BBA), Fashion
Paul Poteat Paul Poteat's UBS Experience June 1999 - July 2006
Job CTO at Platinum Partners
Industry Financial Services
Experience
Platinum Partners June 2007 - Present
New Line Cinema LLC June 2006 - June 2007
UBS June 1999 - July 2006
Skills
Hedge Funds, Strategic Planning, Equities, Trading Systems, Data Center
Education
State University of New York College at Geneseo 1995 — 1999
Bachelor of Computer Science
Platinum Partners June 2007 - Present
New Line Cinema LLC June 2006 - June 2007
UBS June 1999 - July 2006
Skills
Hedge Funds, Strategic Planning, Equities, Trading Systems, Data Center
Education
State University of New York College at Geneseo 1995 — 1999
Bachelor of Computer Science
Alex Salton Alex Salton's UBS Experience June 2013 - September 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Stanford Graduate School of Business January 2015 - June 2015
Stanford Business Alliance May 2014 - June 2015
Telos Press Publishing June 2013 - January 2015
Goldman Sachs June 2014 - August 2014
Advent Capital Management August 2013 - September 2013
UBS June 2013 - September 2013
Charles R. Blyth Fund September 2012 - June 2013
Kingfish Labs, Inc. July 2012 - September 2012
Skills
Portfolio Management, Equities, Investment Banking, Accounting, Microsoft Excel, Microsoft Office, Social Media, Public Speaking, Investments, Capital Markets, Research, Finance, Equity Research, PowerPoint, Economics
Education
Stanford University 2011 — 2015
Bachelor of Arts (B.A.) Candidate, English Literature, Senior
University of Oxford 2013 — 2013
Philosophy
Phillips Academy 2008 — 2011
High School Diploma
Goldman Sachs July 2015 - Present
Stanford Graduate School of Business January 2015 - June 2015
Stanford Business Alliance May 2014 - June 2015
Telos Press Publishing June 2013 - January 2015
Goldman Sachs June 2014 - August 2014
Advent Capital Management August 2013 - September 2013
UBS June 2013 - September 2013
Charles R. Blyth Fund September 2012 - June 2013
Kingfish Labs, Inc. July 2012 - September 2012
Skills
Portfolio Management, Equities, Investment Banking, Accounting, Microsoft Excel, Microsoft Office, Social Media, Public Speaking, Investments, Capital Markets, Research, Finance, Equity Research, PowerPoint, Economics
Education
Stanford University 2011 — 2015
Bachelor of Arts (B.A.) Candidate, English Literature, Senior
University of Oxford 2013 — 2013
Philosophy
Phillips Academy 2008 — 2011
High School Diploma
Grant Delgado Grant Delgado's UBS Experience June 2012 - August 2012
Job Associate at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management June 2015 - Present
Stanford University September 2010 - April 2015
Crowdtap June 2013 - March 2014
UBS June 2012 - August 2012
Toberman House Summer Volleyball Camp August 2009 - August 2009
Skills
PowerPoint, Social Media, Microsoft Word, Research, Market Research, Public Speaking, Java, Data Analysis, C++, Spanish, Business Process..., Statistics, Sports Enthusiast, Love Of Learning, Decision Trees, Microsoft Excel, Grant Writing, R, Hospitality, Business Acquisition, Quality Auditing, Leadership, Strategic Planning, International Business..., Yoga
Education
Stanford University 2010 — 2014
Bachelor of Science (BS), Management Science and Engineering
Palos Verdes High School 2006 — 2010
Cornerstone
First Republic Investment Management June 2015 - Present
Stanford University September 2010 - April 2015
Crowdtap June 2013 - March 2014
UBS June 2012 - August 2012
Toberman House Summer Volleyball Camp August 2009 - August 2009
Skills
PowerPoint, Social Media, Microsoft Word, Research, Market Research, Public Speaking, Java, Data Analysis, C++, Spanish, Business Process..., Statistics, Sports Enthusiast, Love Of Learning, Decision Trees, Microsoft Excel, Grant Writing, R, Hospitality, Business Acquisition, Quality Auditing, Leadership, Strategic Planning, International Business..., Yoga
Education
Stanford University 2010 — 2014
Bachelor of Science (BS), Management Science and Engineering
Palos Verdes High School 2006 — 2010
Cornerstone
Joseph Willoughby's UBS Experience May 2010 - September 2010
Job J.D Candidate, Stetson University College of Law, Financial Analyst at Humana
Industry Insurance
Experience
Humana July 2014 - Present
Humana February 2013 - July 2014
Ameriprise Financial Services, Inc. August 2011 - February 2013
Wells Fargo Advisors September 2010 - July 2011
UBS May 2010 - September 2010
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Retirement Planning, Morningstar, Uniform Combined State..., Investments, Bloomberg, Portfolio Management, Thompson One, Mutual Funds, Asset Allocation, Bloomberg Terminal, Equities, ETFs, Financial Statement..., Retirement, Series 63, Wealth Management, Valuation, Sports
Education
Stetson University College of Law 2015 — 2019
Juris Doctor
University of Louisville 2011 — 2013
MBA, Finance
University of South Florida - College of Business Administration 2007 — 2011
BA, Finance
Humana July 2014 - Present
Humana February 2013 - July 2014
Ameriprise Financial Services, Inc. August 2011 - February 2013
Wells Fargo Advisors September 2010 - July 2011
UBS May 2010 - September 2010
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Retirement Planning, Morningstar, Uniform Combined State..., Investments, Bloomberg, Portfolio Management, Thompson One, Mutual Funds, Asset Allocation, Bloomberg Terminal, Equities, ETFs, Financial Statement..., Retirement, Series 63, Wealth Management, Valuation, Sports
Education
Stetson University College of Law 2015 — 2019
Juris Doctor
University of Louisville 2011 — 2013
MBA, Finance
University of South Florida - College of Business Administration 2007 — 2011
BA, Finance
Thomas Kohn Thomas Kohn's UBS Experience June 2014 - August 2014
Job Student at State University of New York at Geneseo
Industry
Experience
UBS June 2014 - August 2014
Pathmark Stores, Inc. August 2011 - July 2014
The New York Amsterdam News May 2013 - August 2013
Skills
Google DoubleClick for..., Conversational literacy..., Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Time Management, Teamwork, Data Entry
Education
State University of New York College at Geneseo 2012 — 2016
BS, Economics and Mathematics
Oceanside Senior High School 2008 — 2012
UBS June 2014 - August 2014
Pathmark Stores, Inc. August 2011 - July 2014
The New York Amsterdam News May 2013 - August 2013
Skills
Google DoubleClick for..., Conversational literacy..., Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Time Management, Teamwork, Data Entry
Education
State University of New York College at Geneseo 2012 — 2016
BS, Economics and Mathematics
Oceanside Senior High School 2008 — 2012
Samantha Graves Samantha Graves's UBS Experience 2014 - Present
Job Client Service Associate at UBS
Industry Real Estate
Experience
UBS 2014 - Present
Keller Williams Realty September 2013 - Present
Education
State University of New York College at Oneonta 2005 — 2009
B.S., Psychology
UBS 2014 - Present
Keller Williams Realty September 2013 - Present
Education
State University of New York College at Oneonta 2005 — 2009
B.S., Psychology
Louis Eber Louis Eber's UBS Experience April 1992 - Present
Job 19922014, Lawyer at UBS
Industry Banking
Experience
UBS April 1992 - Present
Dillon Read Capital Management 2007 - 2007
Union Bank of Switzerland 1992 - 1998
Davis Polk & Wardwell LLP 1982 - 1992
Skills
Securities, Capital Markets, Securities Regulation, Corporate Governance, Corporate Law, Mergers & Acquisitions, Financial Regulation
Education
Stanford Law School 1979 — 1982
Doctor of Law (JD)
University of Colorado 1975 — 1978
Bachelor of Arts (B.A.), History
UBS April 1992 - Present
Dillon Read Capital Management 2007 - 2007
Union Bank of Switzerland 1992 - 1998
Davis Polk & Wardwell LLP 1982 - 1992
Skills
Securities, Capital Markets, Securities Regulation, Corporate Governance, Corporate Law, Mergers & Acquisitions, Financial Regulation
Education
Stanford Law School 1979 — 1982
Doctor of Law (JD)
University of Colorado 1975 — 1978
Bachelor of Arts (B.A.), History
Michele Kingdeski Michele Kingdeski's UBS Experience March 1999 - April 2009
Job Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2009 - Present
UBS March 1999 - April 2009
UBS February 1998 - March 1999
Smith Barney January 1994 - January 1998
Education
State University of New York College at Potsdam 1984 — 1988
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. May 2009 - Present
UBS March 1999 - April 2009
UBS February 1998 - March 1999
Smith Barney January 1994 - January 1998
Education
State University of New York College at Potsdam 1984 — 1988
Bachelor of Arts (B.A.), Economics
Johnny Madrid Johnny Madrid's UBS Experience June 2013 - January 2014
Job Research Analyst
Industry Investment Management
Experience
Varadero Capital, L.P. October 2014 - December 2014
Burnham Financial Group February 2014 - September 2014
UBS June 2013 - January 2014
Lombardia Capital Partners February 2010 - February 2013
Pleitez For Congress 2009 - 2009
Sanford Bernstein 2008 - 2008
Goldman Sachs 2004 - 2008
Skills
Structured Finance, Equity Research, Equities, Equity Derivatives, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Investment Banking, Alternative Investments, Financial Markets, Securities, Equity Valuation, Asset Management, Quantitative Finance, Investment Management, Emerging Markets, Private Equity, Derivatives, Asset Allocation, Capital Markets, Portfolio Management, Trading, Fixed Income, M&A Modeling, Investments, Financial Services, Finance, Structured Products, Mergers & Acquisitions, Analysis
Education
Stanford University
Notre Dame High School
Varadero Capital, L.P. October 2014 - December 2014
Burnham Financial Group February 2014 - September 2014
UBS June 2013 - January 2014
Lombardia Capital Partners February 2010 - February 2013
Pleitez For Congress 2009 - 2009
Sanford Bernstein 2008 - 2008
Goldman Sachs 2004 - 2008
Skills
Structured Finance, Equity Research, Equities, Equity Derivatives, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Investment Banking, Alternative Investments, Financial Markets, Securities, Equity Valuation, Asset Management, Quantitative Finance, Investment Management, Emerging Markets, Private Equity, Derivatives, Asset Allocation, Capital Markets, Portfolio Management, Trading, Fixed Income, M&A Modeling, Investments, Financial Services, Finance, Structured Products, Mergers & Acquisitions, Analysis
Education
Stanford University
Notre Dame High School
David J. Bobeck David J. Bobeck's UBS Experience August 2013 - Present
Job Executive Director, Head Lean Academy at UBS
Industry Banking
Experience
UBS August 2013 - Present
Credit Suisse December 2007 - December 2012
HSBC March 2004 - October 2007
HSBC December 2000 - March 2004
HSBC January 1996 - December 2000
HSBC October 1994 - January 1996
Pricewaterhousecoopers August 1987 - September 1994
Skills
Operational Excellence, Six Sigma, Business Process..., Business Transformation, Offshoring, Change Management, Process Improvement, Process Engineering, Banking, Program Management, Financial Services, Operational Risk, Business Analysis, Project Management, Governance, Continuous Improvement, Cross-functional Team..., Performance Improvement, Integration, Leadership, Outsourcing, Vendor Management, Strategic Planning, Analysis, Strategy, Mergers & Acquisitions, Management, Business Process, Acquisition Integration, Business Process..., Business Process Mapping, Training
Education
State University of New York at Buffalo - School of Management 1983 — 1987
BS, Accounting
UBS August 2013 - Present
Credit Suisse December 2007 - December 2012
HSBC March 2004 - October 2007
HSBC December 2000 - March 2004
HSBC January 1996 - December 2000
HSBC October 1994 - January 1996
Pricewaterhousecoopers August 1987 - September 1994
Skills
Operational Excellence, Six Sigma, Business Process..., Business Transformation, Offshoring, Change Management, Process Improvement, Process Engineering, Banking, Program Management, Financial Services, Operational Risk, Business Analysis, Project Management, Governance, Continuous Improvement, Cross-functional Team..., Performance Improvement, Integration, Leadership, Outsourcing, Vendor Management, Strategic Planning, Analysis, Strategy, Mergers & Acquisitions, Management, Business Process, Acquisition Integration, Business Process..., Business Process Mapping, Training
Education
State University of New York at Buffalo - School of Management 1983 — 1987
BS, Accounting
Jay Kovar Jay Kovar's UBS Experience December 2006 - April 2008
Job Principal at Elysium Law, PLLC
Industry Legal Services
Experience
Elysium Law, PLLC September 2013 - Present
Kovar Consulting LLC July 2013 - Present
Law Office of Guy H. Gilbert August 2010 - March 2013
Construction Services April 2009 - February 2010
Siegle Enterprises Inc. March 2006 - November 2008
UBS December 2006 - April 2008
Goldcrest Commercial Business Consultants April 2005 - March 2006
The Contractor Yard June 2001 - January 2005
Skills
Microsoft Excel, Customer Service, Contract Negotiation, Negotiation, Sales, Public Speaking, Microsoft Word, Real Estate, New Business Development, Investments, Budgets, Microsoft Office, Legal Writing, Risk Management, Strategic Planning, Team Building, Financial Analysis, Account Management, Project Planning, Social Media, Securities, Operations Management, Business Strategy, Analysis, Insurance, Entrepreneurship, Marketing, Finance, Business Development, Small Business, Leadership, Mergers & Acquisitions, Business Planning, Management, Due Diligence, Management Consulting, Start-ups, Strategy, Sales Management, Recruiting, Forecasting, Training, Business Analysis, Marketing Strategy, Executive Management, Leadership Development, Consulting
Education
Stetson University College of Law 2011 — 2013
Juris Doctor
University of Central Florida - College of Business Administration 1997 — 1998
B.S., Finance
Elysium Law, PLLC September 2013 - Present
Kovar Consulting LLC July 2013 - Present
Law Office of Guy H. Gilbert August 2010 - March 2013
Construction Services April 2009 - February 2010
Siegle Enterprises Inc. March 2006 - November 2008
UBS December 2006 - April 2008
Goldcrest Commercial Business Consultants April 2005 - March 2006
The Contractor Yard June 2001 - January 2005
Skills
Microsoft Excel, Customer Service, Contract Negotiation, Negotiation, Sales, Public Speaking, Microsoft Word, Real Estate, New Business Development, Investments, Budgets, Microsoft Office, Legal Writing, Risk Management, Strategic Planning, Team Building, Financial Analysis, Account Management, Project Planning, Social Media, Securities, Operations Management, Business Strategy, Analysis, Insurance, Entrepreneurship, Marketing, Finance, Business Development, Small Business, Leadership, Mergers & Acquisitions, Business Planning, Management, Due Diligence, Management Consulting, Start-ups, Strategy, Sales Management, Recruiting, Forecasting, Training, Business Analysis, Marketing Strategy, Executive Management, Leadership Development, Consulting
Education
Stetson University College of Law 2011 — 2013
Juris Doctor
University of Central Florida - College of Business Administration 1997 — 1998
B.S., Finance
Lindsay McIntyre Lindsay McIntyre's UBS Experience May 2013 - November 2013
Job Client Service Analyst at Remington Industries
Industry Automotive
Experience
Remington Industries November 2013 - Present
UBS May 2013 - November 2013
Lincoln Financial Group April 2010 - May 2013
Lincoln Financial Group August 2008 - April 2010
Bond Financial Network March 2007 - July 2008
Enterprise Rent-A-Car May 2004 - May 2005
Skills
Employee Benefits, Insurance
Education
State University of New York at Oswego 2001 — 2005
Bachelor's degree, Business Administration, Marketing
Remington Industries November 2013 - Present
UBS May 2013 - November 2013
Lincoln Financial Group April 2010 - May 2013
Lincoln Financial Group August 2008 - April 2010
Bond Financial Network March 2007 - July 2008
Enterprise Rent-A-Car May 2004 - May 2005
Skills
Employee Benefits, Insurance
Education
State University of New York at Oswego 2001 — 2005
Bachelor's degree, Business Administration, Marketing
Chris Walker Chris Walker's UBS Experience September 2010 - October 2012
Job Graduate Student at Stanford University
Industry International Affairs
Experience
Juntos, Inc. April 2015 - Present
Barclays Investment Bank December 2012 - July 2014
UBS September 2010 - October 2012
Skills
Bloomberg, Economics, FX Options, Macroeconomics, Derivatives, Financial Markets, Stata, French, Foreign Exchange, Fixed Income, Finance, Financial Modeling, Eviews, Financial Analysis, Volatility, Analysis, Reuters, R, Java, Political methodology, Econometric Modeling
Education
Stanford University 2014 — 2016
Master of Arts (M.A.), International Policy Studies
University of Warwick 2006 — 2010
BSc, Economics, First Class Hons.
Université Panthéon Sorbonne (Paris I) 2008 — 2009
Erasmus Program, Economics
Juntos, Inc. April 2015 - Present
Barclays Investment Bank December 2012 - July 2014
UBS September 2010 - October 2012
Skills
Bloomberg, Economics, FX Options, Macroeconomics, Derivatives, Financial Markets, Stata, French, Foreign Exchange, Fixed Income, Finance, Financial Modeling, Eviews, Financial Analysis, Volatility, Analysis, Reuters, R, Java, Political methodology, Econometric Modeling
Education
Stanford University 2014 — 2016
Master of Arts (M.A.), International Policy Studies
University of Warwick 2006 — 2010
BSc, Economics, First Class Hons.
Université Panthéon Sorbonne (Paris I) 2008 — 2009
Erasmus Program, Economics
Sandra I. Lugo Sandra I. Lugo's UBS Experience March 1993 - June 2003
Job Property Manager at Cohen Esrey Communities
Industry Real Estate
Experience
Cohen-Esrey Real Estate Services, LLC July 2010 - Present
UBS March 1993 - June 2003
PaineWebber June 1991 - March 1993
Meridian Associates April 1989 - June 1991
Skills
Real Estate, Microsoft Office, Property Management, Residential Homes, Leadership, Team Leadership, Management, Event Planning, Event Management, Volunteering, Committees
Education
State University of New York at New Paltz 2005 — 2008
Bachelor of Science (B.S.), Finance, General, International Business
Orange County Community College 2003 — 2005
Associate of Science (A.S.), Business Administration and Management, General
Cohen-Esrey Real Estate Services, LLC July 2010 - Present
UBS March 1993 - June 2003
PaineWebber June 1991 - March 1993
Meridian Associates April 1989 - June 1991
Skills
Real Estate, Microsoft Office, Property Management, Residential Homes, Leadership, Team Leadership, Management, Event Planning, Event Management, Volunteering, Committees
Education
State University of New York at New Paltz 2005 — 2008
Bachelor of Science (B.S.), Finance, General, International Business
Orange County Community College 2003 — 2005
Associate of Science (A.S.), Business Administration and Management, General
Trey Strobel's UBS Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard May 2015 - July 2015
UBS June 2014 - August 2014
Skills
Investment Banking, Financial Analysis, Microsoft Excel, Microsoft Office, Java, C++, Research, Customer Service, Social Media
Education
Stanford University 2012 — 2016
Bachelor's Degree, Management Science & Engineering
Lazard May 2015 - July 2015
UBS June 2014 - August 2014
Skills
Investment Banking, Financial Analysis, Microsoft Excel, Microsoft Office, Java, C++, Research, Customer Service, Social Media
Education
Stanford University 2012 — 2016
Bachelor's Degree, Management Science & Engineering
Nick Ross Nick Ross's UBS Experience June 2011 - August 2011
Job Analyst, Portfolio Management Group US Corporate Banking at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ December 2014 - Present
Fitch Ratings July 2013 - December 2014
J.P. Morgan June 2012 - August 2012
UBS June 2011 - August 2011
Skills
Finance, Research, Project Management, Management, Fitness, Microsoft Excel, Investments, Public Speaking, Economics
Education
Stanford University 2013 — 2014
Professional Certificate, Energy Innovation and Emerging Technology
The University of Chicago 2009 — 2013
Economics, Economics
Bank of Tokyo-Mitsubishi UFJ December 2014 - Present
Fitch Ratings July 2013 - December 2014
J.P. Morgan June 2012 - August 2012
UBS June 2011 - August 2011
Skills
Finance, Research, Project Management, Management, Fitness, Microsoft Excel, Investments, Public Speaking, Economics
Education
Stanford University 2013 — 2014
Professional Certificate, Energy Innovation and Emerging Technology
The University of Chicago 2009 — 2013
Economics, Economics
Chloe Colberg Chloe Colberg's UBS Experience July 2014 - August 2014
Job VP Marketing at Stanford Women in Business
Industry
Experience
Stanford Women in Business June 2013 - Present
Stanford Marketing June 2014 - February 2015
UBS July 2014 - August 2014
ModeWalk, Inc April 2013 - September 2013
Education
Stanford University 2012 — 2016
Bachelor's degree, Economics, Art Practice
The Dwight School 2011 — 2012
International Baccalaureate Diploma
Atlanta International School 1999 — 2011
International Baccalaureate Diploma
Stanford Women in Business June 2013 - Present
Stanford Marketing June 2014 - February 2015
UBS July 2014 - August 2014
ModeWalk, Inc April 2013 - September 2013
Education
Stanford University 2012 — 2016
Bachelor's degree, Economics, Art Practice
The Dwight School 2011 — 2012
International Baccalaureate Diploma
Atlanta International School 1999 — 2011
International Baccalaureate Diploma
Annie Hung-Scanga, CPA, MBA's UBS Experience 2002 - 2006
Job I help busy people accumulate, distribute wealth and protect their loved ones.
Industry Financial Services
Experience
ATO Capital August 2006 - Present
Hung & Scanga LLC July 2006 - Present
Chinese American Society of CPAs 2004 - 2007
UBS 2002 - 2006
AXA Advisors 2000 - 2002
Castrol North America 1996 - 2000
H&R Block January 1999 - April 1999
Bristol-Myers Squibb 1994 - 1996
Arthur Andersen & Co 1990 - 1992
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investments, Retirement, Small Business, Tax, Finance, Leadership, Financial Advisory, Financial Services, Portfolio Management, Coaching, Securities, 401k, Risk Management, Employee Benefits, Accounting, Managerial Finance, FINRA, CPA, Management, IRAs, Funding, Mergers & Acquisitions, Financial Planners, Personal Finance, Investment Advisory, Internal Audit, Executive Management, Wealth Management, Series 7, Due Diligence, High Net Worth..., Cash Management, Mutual Funds, Cash Flow, Strategic Planning, Financial Analysis, Consulting, Budgets, Financial Reporting, Business Planning, Auditing, Public Speaking, Strategy, Marketing, Start-ups, Nonprofits
Education
State University of New York College at Buffalo 1993 — 1994
MBA, Accounting
ATO Capital August 2006 - Present
Hung & Scanga LLC July 2006 - Present
Chinese American Society of CPAs 2004 - 2007
UBS 2002 - 2006
AXA Advisors 2000 - 2002
Castrol North America 1996 - 2000
H&R Block January 1999 - April 1999
Bristol-Myers Squibb 1994 - 1996
Arthur Andersen & Co 1990 - 1992
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investments, Retirement, Small Business, Tax, Finance, Leadership, Financial Advisory, Financial Services, Portfolio Management, Coaching, Securities, 401k, Risk Management, Employee Benefits, Accounting, Managerial Finance, FINRA, CPA, Management, IRAs, Funding, Mergers & Acquisitions, Financial Planners, Personal Finance, Investment Advisory, Internal Audit, Executive Management, Wealth Management, Series 7, Due Diligence, High Net Worth..., Cash Management, Mutual Funds, Cash Flow, Strategic Planning, Financial Analysis, Consulting, Budgets, Financial Reporting, Business Planning, Auditing, Public Speaking, Strategy, Marketing, Start-ups, Nonprofits
Education
State University of New York College at Buffalo 1993 — 1994
MBA, Accounting
Jeremy Garcia Jeremy Garcia's UBS Experience June 2015 - Present
Job AML/KYC/Client On Boarding
Industry Financial Services
Experience
UBS June 2015 - Present
Goldman Sachs April 2015 - Present
AML/KYC - J.P. Morgan Securities April 2014 - March 2015
JPMorgan Chase June 2013 - April 2014
JPMorgan Chase March 2013 - June 2013
SUNY Maritime College August 2012 - May 2013
Top of the rock 2011 - 2013
JPMorgan Chase June 2012 - August 2012
Skills
Leadership, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Admissions, Crisis Management, Higher Education, Security, Microsoft Word, Policy, Training, Research, Quality Control, Teamwork
Education
State University of New York Maritime College 2009 — 2013
Bachelor of Science (B.S.), International Trade and Transportation, 3.3 GPA
UBS June 2015 - Present
Goldman Sachs April 2015 - Present
AML/KYC - J.P. Morgan Securities April 2014 - March 2015
JPMorgan Chase June 2013 - April 2014
JPMorgan Chase March 2013 - June 2013
SUNY Maritime College August 2012 - May 2013
Top of the rock 2011 - 2013
JPMorgan Chase June 2012 - August 2012
Skills
Leadership, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Admissions, Crisis Management, Higher Education, Security, Microsoft Word, Policy, Training, Research, Quality Control, Teamwork
Education
State University of New York Maritime College 2009 — 2013
Bachelor of Science (B.S.), International Trade and Transportation, 3.3 GPA
Amie Fabrizio Amie Fabrizio's UBS Experience May 2015 - Present
Job Senior Registered Client Associate at UBS Financial Services
Industry Financial Services
Experience
UBS May 2015 - Present
UBS May 2014 - May 2015
UBS February 2013 - May 2014
Tompkins Financial Advisors June 2012 - February 2013
Marathon Financial January 2010 - July 2012
Ensemble Financial Services 2005 - 2009
Education
State University of New York at Oswego 2001 — 2004
BA, Cum Laude, Mathematics
UBS May 2015 - Present
UBS May 2014 - May 2015
UBS February 2013 - May 2014
Tompkins Financial Advisors June 2012 - February 2013
Marathon Financial January 2010 - July 2012
Ensemble Financial Services 2005 - 2009
Education
State University of New York at Oswego 2001 — 2004
BA, Cum Laude, Mathematics
Adeyemi Ajao Adeyemi Ajao's UBS Experience June 2004 - September 2004
Job VP Technology Strategy at Workday/Investor & Advisor
Industry Internet
Experience
Workday February 2014 - Present
Great Startups January 2009 - Present
Cabify July 2011 - Present
Identified June 2010 - February 2014
Tuenti January 2005 - July 2010
Job and Talent January 2008 - January 2010
McKinsey & Company September 2006 - December 2007
Universidad Comillas - Engineering Department September 2004 - June 2005
UBS June 2004 - September 2004
Skills
Product Design, Entrepreneurship, Product Management, Start-ups, Analytics, E-commerce, Business Strategy, Venture Capital, Business Development, Strategy, Lead Generation, Product Development, Mergers & Acquisitions, Social Media, User Interface Design, Mobile Devices, Management, Strategic Partnerships, Mobile Applications, Product Marketing, Competitive Analysis, Big Data, User Experience, SaaS, Go-to-market Strategy, Online Marketing, Corporate Development, Monetization, Angel Investing, Early-stage Startups, Online Advertising, Digital Marketing, Private Equity, Blogging, SEO, Strategic Consulting, Start-up Ventures, SEM, Web 2.0, Facebook, Business Modeling, Mobile Marketing, Growth Strategies
Education
Stanford University 2013 — 2014
Certificate, Machine Learning
Stanford University Graduate School of Business 2008 — 2010
M.B.A, Entrepreneurship
Universidad Pontificia Comillas 2000 — 2005
J.D., Law
Universidad Pontificia Comillas 2000 — 2005
MSc, Finance
Workday February 2014 - Present
Great Startups January 2009 - Present
Cabify July 2011 - Present
Identified June 2010 - February 2014
Tuenti January 2005 - July 2010
Job and Talent January 2008 - January 2010
McKinsey & Company September 2006 - December 2007
Universidad Comillas - Engineering Department September 2004 - June 2005
UBS June 2004 - September 2004
Skills
Product Design, Entrepreneurship, Product Management, Start-ups, Analytics, E-commerce, Business Strategy, Venture Capital, Business Development, Strategy, Lead Generation, Product Development, Mergers & Acquisitions, Social Media, User Interface Design, Mobile Devices, Management, Strategic Partnerships, Mobile Applications, Product Marketing, Competitive Analysis, Big Data, User Experience, SaaS, Go-to-market Strategy, Online Marketing, Corporate Development, Monetization, Angel Investing, Early-stage Startups, Online Advertising, Digital Marketing, Private Equity, Blogging, SEO, Strategic Consulting, Start-up Ventures, SEM, Web 2.0, Facebook, Business Modeling, Mobile Marketing, Growth Strategies
Education
Stanford University 2013 — 2014
Certificate, Machine Learning
Stanford University Graduate School of Business 2008 — 2010
M.B.A, Entrepreneurship
Universidad Pontificia Comillas 2000 — 2005
J.D., Law
Universidad Pontificia Comillas 2000 — 2005
MSc, Finance
Chris Kohrmann Chris Kohrmann's UBS Experience September 2010 - May 2013
Job Charlotte NC
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
The place that probably has your 401k September 2013 - August 2015
UBS September 2010 - May 2013
UBS December 2006 - March 2010
UBS Financial Services January 2007 - January 2008
UBS Financial Services December 2006 - January 2007
Credit Suisse Asset Management January 2005 - October 2006
Citigroup Asset Management October 2004 - November 2005
Prudential Financial January 1996 - January 2004
Prudential Investments January 2001 - January 2002
Education
State University of New York College at Oneonta
BA, Interdisciplinary Studies
Fidelity Investments May 2015 - Present
The place that probably has your 401k September 2013 - August 2015
UBS September 2010 - May 2013
UBS December 2006 - March 2010
UBS Financial Services January 2007 - January 2008
UBS Financial Services December 2006 - January 2007
Credit Suisse Asset Management January 2005 - October 2006
Citigroup Asset Management October 2004 - November 2005
Prudential Financial January 1996 - January 2004
Prudential Investments January 2001 - January 2002
Education
State University of New York College at Oneonta
BA, Interdisciplinary Studies
Jamel Thomas, MBA's UBS Experience January 2006 - October 2010
Job Finance Professional | series 99 | Domestic and International Equities, Risk Management
Industry Financial Services
Experience
BMO Capital Markets August 2014 - Present
Royal Bank of Scotland September 2010 - September 2013
UBS January 2006 - October 2010
UBS Investment Bank September 2004 - September 2010
Citi 2000 - 2007
Citi 2000 - 2007
Skills
Banking, Capital Markets, Credit Risk, Equities, Financial Risk, Fixed Income, Investment Banking, Middle Office, Prime Brokerage, Retail Banking, Risk Management, Back Office, Securities, Financial Services, Trading, Hedge Funds, Equity Derivatives, Collateral Management, Portfolio Management, Settlement, Investments, Securities Lending, Financial Markets, Cash Management, Equity Capital Markets, Corporate Actions, Account Reconciliation, Alternative Investments, Finance, DTC, Funding, Relationship Management, Hedging, Trading Systems, Operational Risk, Payments, Equity Research, Equity Trading, Bloomberg, Bonds, Operational Risk..., Treasury Management, Trade Finance, Derivatives
Education
DeVry College of New York's Keller Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.95
Stony Brook University 1995 — 1997
Bachelor of Arts (BA), Multi/Interdisciplinary Studies
State University of New York College of Agriculture and Technology at Cobleskill
Associate's degree, Business Administration and Management, General
BMO Capital Markets August 2014 - Present
Royal Bank of Scotland September 2010 - September 2013
UBS January 2006 - October 2010
UBS Investment Bank September 2004 - September 2010
Citi 2000 - 2007
Citi 2000 - 2007
Skills
Banking, Capital Markets, Credit Risk, Equities, Financial Risk, Fixed Income, Investment Banking, Middle Office, Prime Brokerage, Retail Banking, Risk Management, Back Office, Securities, Financial Services, Trading, Hedge Funds, Equity Derivatives, Collateral Management, Portfolio Management, Settlement, Investments, Securities Lending, Financial Markets, Cash Management, Equity Capital Markets, Corporate Actions, Account Reconciliation, Alternative Investments, Finance, DTC, Funding, Relationship Management, Hedging, Trading Systems, Operational Risk, Payments, Equity Research, Equity Trading, Bloomberg, Bonds, Operational Risk..., Treasury Management, Trade Finance, Derivatives
Education
DeVry College of New York's Keller Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.95
Stony Brook University 1995 — 1997
Bachelor of Arts (BA), Multi/Interdisciplinary Studies
State University of New York College of Agriculture and Technology at Cobleskill
Associate's degree, Business Administration and Management, General
Jorge Ramirez's UBS Experience June 2009 - August 2009
Job MBA Candidate at The Wharton School, University of Pennsylvania
Industry Venture Capital & Private Equity
Experience
Goldman Sachs July 2014 - April 2015
Goldman Sachs October 2011 - July 2014
Goldman Sachs July 2010 - October 2011
Stanford University September 2008 - June 2010
UBS June 2009 - August 2009
Educational Program for Gifted Youth (EPGY) - Stanford University June 2007 - March 2009
Mattel July 2008 - September 2008
eBay Small Business January 2004 - August 2006
Santo Tomás Swap Meet June 2003 - August 2005
Skills
Computer Science, Entrepreneurship, Human Computer..., Java, Software Deployment, Web Analytics, Web Development, CrossFit, Equities, Leadership, SQL, User Experience Design, Analytical Skills, Programming, Asset Management, Leadership Development, Small Business, Web Design, HCI, Mentoring, Microsoft Excel, Team Leadership, Human Behavior, Data Analytics, Testing, C++, Fitness, Snowboarding, Start-ups, Social Psychology, Omniture, Product Development, Akamai, Customer Oriented, Sales, Innovation, Online Retail, Python, Software Development..., Design Thinking, Teaching, Customer Experience..., Strategy, User Experience, Mobile Applications
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Entrepreneurial Management, Finance, Strategic Management
Stanford University 2006 — 2010
B.S., Computer Science, M.S. Candidate, Computer Science
Goldman Sachs July 2014 - April 2015
Goldman Sachs October 2011 - July 2014
Goldman Sachs July 2010 - October 2011
Stanford University September 2008 - June 2010
UBS June 2009 - August 2009
Educational Program for Gifted Youth (EPGY) - Stanford University June 2007 - March 2009
Mattel July 2008 - September 2008
eBay Small Business January 2004 - August 2006
Santo Tomás Swap Meet June 2003 - August 2005
Skills
Computer Science, Entrepreneurship, Human Computer..., Java, Software Deployment, Web Analytics, Web Development, CrossFit, Equities, Leadership, SQL, User Experience Design, Analytical Skills, Programming, Asset Management, Leadership Development, Small Business, Web Design, HCI, Mentoring, Microsoft Excel, Team Leadership, Human Behavior, Data Analytics, Testing, C++, Fitness, Snowboarding, Start-ups, Social Psychology, Omniture, Product Development, Akamai, Customer Oriented, Sales, Innovation, Online Retail, Python, Software Development..., Design Thinking, Teaching, Customer Experience..., Strategy, User Experience, Mobile Applications
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Entrepreneurial Management, Finance, Strategic Management
Stanford University 2006 — 2010
B.S., Computer Science, M.S. Candidate, Computer Science
Diana Antuna Diana Antuna's UBS Experience March 2005 - July 2007
Job Onboarding Project Manager at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX May 2013 - Present
Thomson Reuters August 2007 - May 2013
UBS March 2005 - July 2007
Cadaret Grant August 2004 - March 2005
Skills
Research, Investments, Customer Relations, Team Leadership, Customer Service, CRM, Business Development, Strategic Planning, Management, Sales, Strategy, Project Management, Marketing, Finance, Salesforce.com
Education
State University of New York College at Geneseo 1999 — 2003
Bachelor, Business Administration
NASDAQ OMX May 2013 - Present
Thomson Reuters August 2007 - May 2013
UBS March 2005 - July 2007
Cadaret Grant August 2004 - March 2005
Skills
Research, Investments, Customer Relations, Team Leadership, Customer Service, CRM, Business Development, Strategic Planning, Management, Sales, Strategy, Project Management, Marketing, Finance, Salesforce.com
Education
State University of New York College at Geneseo 1999 — 2003
Bachelor, Business Administration
Paul Carlson's UBS Experience June 2010 - August 2010
Job Investment Associate at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation December 2014 - Present
JPMorgan Chase November 2012 - December 2014
ZPR Investment Management August 2011 - July 2012
Stetson University August 2010 - May 2011
Stetson University August 2009 - May 2011
UBS June 2010 - August 2010
Whitney National Bank May 2008 - August 2009
Bright House Networks June 2006 - August 2006
Skills
Bloomberg, Investments, Equities, Fixed Income, Trading, Microsoft Office, PowerPoint, Finance, Microsoft Excel, Securities, Bloomberg Terminal, Excel, Financial Analysis, Statistical Data..., IRAs, Equity Trading, Electronic Funds..., Investment Management, Asset Management
Education
Stetson University 2007 — 2011
BBA, Finance, Statistics
Northern Trust Corporation December 2014 - Present
JPMorgan Chase November 2012 - December 2014
ZPR Investment Management August 2011 - July 2012
Stetson University August 2010 - May 2011
Stetson University August 2009 - May 2011
UBS June 2010 - August 2010
Whitney National Bank May 2008 - August 2009
Bright House Networks June 2006 - August 2006
Skills
Bloomberg, Investments, Equities, Fixed Income, Trading, Microsoft Office, PowerPoint, Finance, Microsoft Excel, Securities, Bloomberg Terminal, Excel, Financial Analysis, Statistical Data..., IRAs, Equity Trading, Electronic Funds..., Investment Management, Asset Management
Education
Stetson University 2007 — 2011
BBA, Finance, Statistics
Tracy Villanueva's UBS Experience August 2006 - April 2009
Job Administrative Assistant at Pentegra Retirement Services
Industry Banking
Experience
Pentegra Retirement Services December 2011 - Present
GHA Federal Credit Union June 2011 - October 2011
UBS August 2006 - April 2009
Morgan Stanley Smith Barney January 2000 - August 2006
Skills
Bloomberg, Wealth Management, BIS, BSP, OnBase, Dropbox, Microsoft Office, Administration, Account Management, Budgeting, Banking, Team Building, Blogging, Business Management, Business Intelligence, Customer Relations, Customer Service, Coaching, Copywriting, Contract Negotiation, Change Management, Distribution, Database Administration, Excel, Editing, E-commerce, Event Management, Financial Planning, Financial Reporting, Inventory Management, Key Account Management, Team Leadership, Mergers, Photography, Operations, Organizing, PowerPoint, Purchasing, Quickbooks, Research, Risk Management, Problem Solving, Team Management, Web Design, YouTube, SRT, Organizational..., Management, Microsoft Excel, Finance
Education
SUNY Empire State College 2012 — 2016
Business Management
Harrison College 2009 — 2011
Pursuing Associate degree, Business Management
Pentegra Retirement Services December 2011 - Present
GHA Federal Credit Union June 2011 - October 2011
UBS August 2006 - April 2009
Morgan Stanley Smith Barney January 2000 - August 2006
Skills
Bloomberg, Wealth Management, BIS, BSP, OnBase, Dropbox, Microsoft Office, Administration, Account Management, Budgeting, Banking, Team Building, Blogging, Business Management, Business Intelligence, Customer Relations, Customer Service, Coaching, Copywriting, Contract Negotiation, Change Management, Distribution, Database Administration, Excel, Editing, E-commerce, Event Management, Financial Planning, Financial Reporting, Inventory Management, Key Account Management, Team Leadership, Mergers, Photography, Operations, Organizing, PowerPoint, Purchasing, Quickbooks, Research, Risk Management, Problem Solving, Team Management, Web Design, YouTube, SRT, Organizational..., Management, Microsoft Excel, Finance
Education
SUNY Empire State College 2012 — 2016
Business Management
Harrison College 2009 — 2011
Pursuing Associate degree, Business Management
Anthony Pastore's UBS Experience April 2012 - Present
Job Director, WMA OnAir at UBS
Industry Financial Services
Experience
UBS April 2012 - Present
Morgan Stanley Smith Barney March 2011 - February 2012
Morgan Stanley Smith Barney / Citi Smith Barney May 2003 - March 2011
Citi Smith Barney March 2000 - May 2003
Smith Barney October 1997 - March 2000
Skills
Series 7, Business Development, Professional Development, New Business Development, Financial Markets, Training & Development, Public Speaking, Communication, Customer Presentations, Creative Strategy, Client Retention, Client Engagement, Client Services, Product Marketing, Business Relationship..., Broadcast, Radio Broadcasting, Media Production, Bloomberg Terminal, Microsoft Office, SharePoint, CRM software, Financial Services, Customer Retention, Management, Customer Engagement, Marketing, Employee Training, Finance, Relationship Management, Securities, Mutual Funds, Wealth Management, Series 63, Capital Markets, Investments, Alternative Investments, Fixed Income, Portfolio Management, CRM
Education
State University of New York at New Paltz 1994 — 1995
Bachelor of Arts, Theater Arts / Theatre Management
Westchester Community College 1991 — 1993
Associate of Arts, Business Management & Adminstration
UBS April 2012 - Present
Morgan Stanley Smith Barney March 2011 - February 2012
Morgan Stanley Smith Barney / Citi Smith Barney May 2003 - March 2011
Citi Smith Barney March 2000 - May 2003
Smith Barney October 1997 - March 2000
Skills
Series 7, Business Development, Professional Development, New Business Development, Financial Markets, Training & Development, Public Speaking, Communication, Customer Presentations, Creative Strategy, Client Retention, Client Engagement, Client Services, Product Marketing, Business Relationship..., Broadcast, Radio Broadcasting, Media Production, Bloomberg Terminal, Microsoft Office, SharePoint, CRM software, Financial Services, Customer Retention, Management, Customer Engagement, Marketing, Employee Training, Finance, Relationship Management, Securities, Mutual Funds, Wealth Management, Series 63, Capital Markets, Investments, Alternative Investments, Fixed Income, Portfolio Management, CRM
Education
State University of New York at New Paltz 1994 — 1995
Bachelor of Arts, Theater Arts / Theatre Management
Westchester Community College 1991 — 1993
Associate of Arts, Business Management & Adminstration
Sara London's UBS Experience August 2009 - February 2013
Job Manager at Stanford Management Company
Industry Financial Services
Experience
Stanford Management Company February 2013 - June 2015
UBS August 2009 - February 2013
Citi September 2008 - August 2009
Lehman Brothers May 2008 - September 2008
Lehman Brothers June 2007 - September 2007
Northern Light Venture Capital June 2006 - September 2006
Skills
Investment Banking, Structured Finance, Due Diligence, Corporate Finance, Equities, Commodity, Financial Modeling, Hedge Funds, Investments, Capital Markets, Alternative Investments, Bloomberg, Emerging Markets, Venture Capital, Fixed Income, Portfolio Management, Trading, Valuation, Private Equity, Financial Analysis, Sales
Education
Stanford University 2004 — 2008
BA, International Relations, Chinese Language
Stanford Management Company February 2013 - June 2015
UBS August 2009 - February 2013
Citi September 2008 - August 2009
Lehman Brothers May 2008 - September 2008
Lehman Brothers June 2007 - September 2007
Northern Light Venture Capital June 2006 - September 2006
Skills
Investment Banking, Structured Finance, Due Diligence, Corporate Finance, Equities, Commodity, Financial Modeling, Hedge Funds, Investments, Capital Markets, Alternative Investments, Bloomberg, Emerging Markets, Venture Capital, Fixed Income, Portfolio Management, Trading, Valuation, Private Equity, Financial Analysis, Sales
Education
Stanford University 2004 — 2008
BA, International Relations, Chinese Language
Peter Morant Peter Morant's UBS Experience 1982 - 2007
Job Wealth Management / Risk Management
Industry Financial Services
Experience
Prudential Financial 2012 - 2014
AXA Advisors 2010 - 2012
UBS 1982 - 2007
Skills
Wealth Management, Investments, Investment Strategies, Business Strategy, Finance, Globalization
Education
Stanford University Graduate School of Business 1980 — 1982
MBA
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 1971 — 1976
Bachelor’s Degree
Prudential Financial 2012 - 2014
AXA Advisors 2010 - 2012
UBS 1982 - 2007
Skills
Wealth Management, Investments, Investment Strategies, Business Strategy, Finance, Globalization
Education
Stanford University Graduate School of Business 1980 — 1982
MBA
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 1971 — 1976
Bachelor’s Degree
Daniel Sharkey's UBS Experience February 2015 - Present
Job Vice President at UBS
Industry Financial Services
Experience
UBS February 2015 - Present
Education
University of Southern California 1996 — 1998
MBA
State University of New York College at Geneseo 1988 — 1992
BA
UBS February 2015 - Present
Education
University of Southern California 1996 — 1998
MBA
State University of New York College at Geneseo 1988 — 1992
BA
Thomas Sackmann's UBS Experience August 2001 - August 2002
Job Group Benefits and Individual asset protection Life, LTC, LTD, Auto, Home,
Industry Insurance
Experience
TJS Insurance Services December 2013 - Present
BNC Insurance and Risk Advisors September 2005 - November 2013
Advocate Brokerage 2003 - 2005
North Shore-LIJ Health System 2002 - 2003
UBS August 2001 - August 2002
ADP 1999 - 2001
HRS/Towers Perrin 1998 - 1999
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Long-term Care, Health Savings Accounts, Commercial Insurance, Term Life Insurance, Customer Service, 401k, Claim, Fixed Annuities, Underwriting, Liability, Medicare, Group Medical, Brokers, Passion for Helping..., Team Building, High Availability, Account Management, Umbrella Insurance, Employment Practices..., Long Term Care Insurance, Small Business, COBRA, Group Benefits, Homeowners, Whole Life, Problem Solving
Education
State University of New York College at Brockport 1993 — 1997
Bachelor of Science (B.S.), Criminal Justice, Computer Science. Also took numerous classes in Psychology, and Sociology, 3.65
TJS Insurance Services December 2013 - Present
BNC Insurance and Risk Advisors September 2005 - November 2013
Advocate Brokerage 2003 - 2005
North Shore-LIJ Health System 2002 - 2003
UBS August 2001 - August 2002
ADP 1999 - 2001
HRS/Towers Perrin 1998 - 1999
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Long-term Care, Health Savings Accounts, Commercial Insurance, Term Life Insurance, Customer Service, 401k, Claim, Fixed Annuities, Underwriting, Liability, Medicare, Group Medical, Brokers, Passion for Helping..., Team Building, High Availability, Account Management, Umbrella Insurance, Employment Practices..., Long Term Care Insurance, Small Business, COBRA, Group Benefits, Homeowners, Whole Life, Problem Solving
Education
State University of New York College at Brockport 1993 — 1997
Bachelor of Science (B.S.), Criminal Justice, Computer Science. Also took numerous classes in Psychology, and Sociology, 3.65
Brian Bernhard Brian Bernhard's UBS Experience 2006 - 2007
Job
Industry Information Technology and Services
Experience
Dell April 2009 - Present
Dell October 2006 - April 2009
Compass Certified Consulting Inc September 2003 - December 2007
UBS 2006 - 2007
UBS Wealth Management May 2005 - October 2006
ASCAP January 2004 - May 2005
PMR Consulting April 2002 - February 2005
Enherent December 1999 - March 2002
Siemens Information Systems Limited May 1997 - December 1999
IBM Global Services 1983 - 1995
Skills
Vendor Management, Program Management, PMP, Project Management, Project Portfolio..., PMO, Business Analysis, Business Process..., Change Management, Process Improvement, Software Project..., Integration, MS Project, Project Planning, Visio, ITIL v3 Foundations..., IT Strategy, Data Center, Management, Outsourcing, ITIL, IT Service Management, SDLC, Cross-functional Team..., Enterprise Architecture, Service Delivery, Project Delivery, IT Outsourcing, IT Operations, Leadership, IT Management, Disaster Recovery, Service Management, Resource Management, Business Process
Education
State University of New York Maritime College 1978 — 1982
BS
Dell April 2009 - Present
Dell October 2006 - April 2009
Compass Certified Consulting Inc September 2003 - December 2007
UBS 2006 - 2007
UBS Wealth Management May 2005 - October 2006
ASCAP January 2004 - May 2005
PMR Consulting April 2002 - February 2005
Enherent December 1999 - March 2002
Siemens Information Systems Limited May 1997 - December 1999
IBM Global Services 1983 - 1995
Skills
Vendor Management, Program Management, PMP, Project Management, Project Portfolio..., PMO, Business Analysis, Business Process..., Change Management, Process Improvement, Software Project..., Integration, MS Project, Project Planning, Visio, ITIL v3 Foundations..., IT Strategy, Data Center, Management, Outsourcing, ITIL, IT Service Management, SDLC, Cross-functional Team..., Enterprise Architecture, Service Delivery, Project Delivery, IT Outsourcing, IT Operations, Leadership, IT Management, Disaster Recovery, Service Management, Resource Management, Business Process
Education
State University of New York Maritime College 1978 — 1982
BS
Robert P. Leahy, CFP®, ChFC, AEP Robert P. Leahy, CFP®, ChFC, AEP's UBS Experience 1995 - 2002
Job Founder / CEO at Leahy Wealth Management Group
Industry Investment Management
Experience
Forbes May 2015 - Present
Leahy Wealth Management Group April 2002 - Present
UBS 1995 - 2002
KeyCorp 1991 - 1994
BTB Planning 1989 - 1991
Skills
Retirement Planning, Wealth Management, Estate Planning, Retirement, Portfolio Management, Financial Advisory, Risk Management, Investments
Education
State University of New York College at Oneonta
Economics and Business
The American College
Personal Finance (ChFC) and Estate Law (AEP)
The Johns Hopkins University - Carey Business School
Forbes May 2015 - Present
Leahy Wealth Management Group April 2002 - Present
UBS 1995 - 2002
KeyCorp 1991 - 1994
BTB Planning 1989 - 1991
Skills
Retirement Planning, Wealth Management, Estate Planning, Retirement, Portfolio Management, Financial Advisory, Risk Management, Investments
Education
State University of New York College at Oneonta
Economics and Business
The American College
Personal Finance (ChFC) and Estate Law (AEP)
The Johns Hopkins University - Carey Business School
Robert Bura Robert Bura's UBS Experience 2002 - 2003
Job Consultant, Enterprise Services Delivery at Ricoh Americas Corporation
Industry Computer Hardware
Experience
Ricoh Professional Services November 2004 - Present
Ricoh Americas Corporation November 2004 - Present
Ricoh Americas Corporation November 2004 - Present
Ricoh Americas Corporation November 2004 - Present
Ricoh 2004 - Present
Lanier Professional Services 2004 - Present
Able Consultants 2001 - 2004
UBS 2002 - 2003
Danka Office Imaging 1999 - 2001
Kodak 1997 - 1999
Skills
Document Management, Solution Selling, Document Imaging, Salesforce.com, Professional Services, Account Management, Direct Sales, Sales Process, Business Process..., Process Improvement, Enterprise Software, Enterprise Content..., Sales, Managed Print Services, Networking, Cross-functional Team..., Business Analysis, Pre-sales, Consulting, SaaS
Education
Bramson ORT 1977 — 1980
B.S., Computer Sales
State University of New York College at Oneonta 1977 — 1980
BS, General Studies
Ricoh Professional Services November 2004 - Present
Ricoh Americas Corporation November 2004 - Present
Ricoh Americas Corporation November 2004 - Present
Ricoh Americas Corporation November 2004 - Present
Ricoh 2004 - Present
Lanier Professional Services 2004 - Present
Able Consultants 2001 - 2004
UBS 2002 - 2003
Danka Office Imaging 1999 - 2001
Kodak 1997 - 1999
Skills
Document Management, Solution Selling, Document Imaging, Salesforce.com, Professional Services, Account Management, Direct Sales, Sales Process, Business Process..., Process Improvement, Enterprise Software, Enterprise Content..., Sales, Managed Print Services, Networking, Cross-functional Team..., Business Analysis, Pre-sales, Consulting, SaaS
Education
Bramson ORT 1977 — 1980
B.S., Computer Sales
State University of New York College at Oneonta 1977 — 1980
BS, General Studies
Samantha Felder's UBS Experience February 2012 - March 2013
Job Administrative Coordinator at AllWays Forwarding of NY Inc
Industry Human Resources
Experience
All-Ways Forwarding of NY Inc March 2013 - August 2014
UBS February 2012 - March 2013
Jamba Juice June 2010 - December 2010
New York Methodist Hospital July 2008 - August 2008
New York Methodist Hospital July 2007 - August 2007
Skills
Office Administration, Customer Experience, Data Entry, ISF, Claims Handling, Customs Brokerage, Customs Regulations, Logistics, Claims Resolution, Freight Forwarding, Microsoft Excel, Management, Customer Service, SharePoint, Visio, Windows XP Pro, Information Technology, Project Management, Microsoft Office, Windows 7, Quality Assurance, Metrics Reporting, Mac, Mac OS, Microsoft Publisher, Windows Vista, Telecommunications, ABI, Claim Investigation, Databases, Analysis, Telephone Reception, Receptionist Duties, CRM databases, Outlook
Education
SUNY Empire State College 2012 — 2016
Bachelor's degree, Human Resource Management, 3.43
Year Up 2011 — 2012
Quality Assurance, A+
All-Ways Forwarding of NY Inc March 2013 - August 2014
UBS February 2012 - March 2013
Jamba Juice June 2010 - December 2010
New York Methodist Hospital July 2008 - August 2008
New York Methodist Hospital July 2007 - August 2007
Skills
Office Administration, Customer Experience, Data Entry, ISF, Claims Handling, Customs Brokerage, Customs Regulations, Logistics, Claims Resolution, Freight Forwarding, Microsoft Excel, Management, Customer Service, SharePoint, Visio, Windows XP Pro, Information Technology, Project Management, Microsoft Office, Windows 7, Quality Assurance, Metrics Reporting, Mac, Mac OS, Microsoft Publisher, Windows Vista, Telecommunications, ABI, Claim Investigation, Databases, Analysis, Telephone Reception, Receptionist Duties, CRM databases, Outlook
Education
SUNY Empire State College 2012 — 2016
Bachelor's degree, Human Resource Management, 3.43
Year Up 2011 — 2012
Quality Assurance, A+
Clayton R. Gilcrease Clayton R. Gilcrease's UBS Experience September 2000 - Present
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS September 2000 - Present
Smith Barney November 1994 - November 2000
Education
University of St. Thomas (TX) 1992 — 1994
MBA, Business
Stephen F. Austin State University 1987 — 1991
BS, Political Science
UBS September 2000 - Present
Smith Barney November 1994 - November 2000
Education
University of St. Thomas (TX) 1992 — 1994
MBA, Business
Stephen F. Austin State University 1987 — 1991
BS, Political Science
Azeem Sheikh, PMP, ITIL Azeem Sheikh, PMP, ITIL's UBS Experience October 2006 - April 2007
Job Senior Program Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
Citi November 2010 - July 2013
Barclays Capital April 2010 - November 2010
Morgan Stanley May 2009 - April 2010
PR Newswire January 2009 - May 2009
KPMG May 2008 - January 2009
Morgan Stanley April 2007 - May 2008
UBS October 2006 - April 2007
MetLife February 2002 - October 2006
Cantor Fitzgerald May 1999 - February 2002
Skills
PMP, SDLC, IT Management, ITIL, Program Management, Process Improvement, Agile Project Management, Business Analysis, PMO, Software Project..., IT Strategy, Vendor Management, Requirements Analysis, Business Intelligence, Programme Governance, Enterprise Risk..., Change Management, Organizational Change..., Global Wealth Management, Operational Risk..., Credit Risk, Market Risk, Asset Management, Capital Markets, Dodd Frank, Business Process, Integration, Risk Management
Education
Stevens Institute of Technology 1999 — 2001
Master, Information System
TIAA-CREF July 2013 - Present
Citi November 2010 - July 2013
Barclays Capital April 2010 - November 2010
Morgan Stanley May 2009 - April 2010
PR Newswire January 2009 - May 2009
KPMG May 2008 - January 2009
Morgan Stanley April 2007 - May 2008
UBS October 2006 - April 2007
MetLife February 2002 - October 2006
Cantor Fitzgerald May 1999 - February 2002
Skills
PMP, SDLC, IT Management, ITIL, Program Management, Process Improvement, Agile Project Management, Business Analysis, PMO, Software Project..., IT Strategy, Vendor Management, Requirements Analysis, Business Intelligence, Programme Governance, Enterprise Risk..., Change Management, Organizational Change..., Global Wealth Management, Operational Risk..., Credit Risk, Market Risk, Asset Management, Capital Markets, Dodd Frank, Business Process, Integration, Risk Management
Education
Stevens Institute of Technology 1999 — 2001
Master, Information System
Nate Lovelle, CFA's UBS Experience January 2009 - Present
Job Vice President Wealth Management, Senior Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch December 1998 - January 2009
Education
University of Tulsa 1994 — 1998
BSBA, Finance
Stanford University 1992 — 1993
Economics
Bartlesville High School
UBS January 2009 - Present
Merrill Lynch December 1998 - January 2009
Education
University of Tulsa 1994 — 1998
BSBA, Finance
Stanford University 1992 — 1993
Economics
Bartlesville High School
Henry Lynn Henry Lynn's UBS Experience April 2006 - Present
Job Authorized Officer Technical Project Manager at UBS
Industry Information Technology and Services
Experience
UBS April 2006 - Present
JPMorganChase Bank 1991 - 2006
JPMorgan Chase 1991 - 2006
Education
State University of New York College at Oswego 1976 — 1980
UBS April 2006 - Present
JPMorganChase Bank 1991 - 2006
JPMorgan Chase 1991 - 2006
Education
State University of New York College at Oswego 1976 — 1980
Evan Morgan's UBS Experience June 2007 - August 2007
Job Sales Director at Rustic Pathways
Industry International Trade and Development
Experience
Rustic Pathways January 2012 - Present
Rustic Pathways December 2010 - December 2011
Airship Ventures, Inc. March 2010 - November 2010
Buying Bliss January 2010 - November 2010
Media X November 2009 - July 2010
Freestone Capital Management June 2009 - August 2009
Bright Green Talent June 2008 - February 2009
transparentdemocracy.org June 2007 - June 2008
UBS June 2007 - August 2007
Skills
Creative Direction, Product Management, Business Strategy, Marketing Strategy, Entrepreneurship, Start-ups, Strategic Planning, Strategy, Business Development, Business Planning, Social Media, Project Management, Team Leadership, Management, Salesforce.com, Strategic Partnerships
Education
Stanford University 2008 — 2009
Master of Arts, Economic Sociology
Stanford University 2004 — 2008
Bachelor of Arts, International Relations: Comparative International Political Economy
Rustic Pathways January 2012 - Present
Rustic Pathways December 2010 - December 2011
Airship Ventures, Inc. March 2010 - November 2010
Buying Bliss January 2010 - November 2010
Media X November 2009 - July 2010
Freestone Capital Management June 2009 - August 2009
Bright Green Talent June 2008 - February 2009
transparentdemocracy.org June 2007 - June 2008
UBS June 2007 - August 2007
Skills
Creative Direction, Product Management, Business Strategy, Marketing Strategy, Entrepreneurship, Start-ups, Strategic Planning, Strategy, Business Development, Business Planning, Social Media, Project Management, Team Leadership, Management, Salesforce.com, Strategic Partnerships
Education
Stanford University 2008 — 2009
Master of Arts, Economic Sociology
Stanford University 2004 — 2008
Bachelor of Arts, International Relations: Comparative International Political Economy
Karen Fritz Karen Fritz's UBS Experience December 2010 - August 2014
Job Training and Development/Meeting Planner/Travel Agent
Industry Human Resources
Experience
Align January 2015 - August 2015
UBS December 2010 - August 2014
UBS 2007 - 2010
UBS 2004 - 2007
American Express Travel Services 2000 - 2004
American Express Travel Services 1997 - 2000
Liberty Travel 1994 - 1997
Skills
Management, Strategic Planning, Leadership, Relationship Management, Client Services, Event Management, Program Management, Project Management, Logistics Management, Project Coordination, Program Coordination, Financial Services, Quality Assurance, CRM, Integration, Partnerships, Employee Training, Building Relationships, Customer Experience, Analytics, Business Travel, Training Coordination, Hotel Contract..., Create efficiency..., Program Delivery..., Training Manager, Build partnerships, Vendor Contracts, Process Improvement, Budget Management, Business Analysis, Vendor Management, Recruiting, Onboarding, Leisure Travel, Food & Beverage, Venue Search, Sabre, Vendor Relationship..., Wealth Management, Investments, Corporate Events, Series 7, jobvite, Microsoft Office, Delivery Focused
Education
State University of New York College at Plattsburgh
Bachelors Degree, Studio Art/Photography
Align January 2015 - August 2015
UBS December 2010 - August 2014
UBS 2007 - 2010
UBS 2004 - 2007
American Express Travel Services 2000 - 2004
American Express Travel Services 1997 - 2000
Liberty Travel 1994 - 1997
Skills
Management, Strategic Planning, Leadership, Relationship Management, Client Services, Event Management, Program Management, Project Management, Logistics Management, Project Coordination, Program Coordination, Financial Services, Quality Assurance, CRM, Integration, Partnerships, Employee Training, Building Relationships, Customer Experience, Analytics, Business Travel, Training Coordination, Hotel Contract..., Create efficiency..., Program Delivery..., Training Manager, Build partnerships, Vendor Contracts, Process Improvement, Budget Management, Business Analysis, Vendor Management, Recruiting, Onboarding, Leisure Travel, Food & Beverage, Venue Search, Sabre, Vendor Relationship..., Wealth Management, Investments, Corporate Events, Series 7, jobvite, Microsoft Office, Delivery Focused
Education
State University of New York College at Plattsburgh
Bachelors Degree, Studio Art/Photography
Hank Boyce's UBS Experience February 2013 - Present
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS February 2013 - Present
Smith Barney/ Morgan Stanley June 1991 - February 2013
Prudential Bache January 1979 - June 1991
Federal Reserve Bank of Miami March 1977 - January 1979
Education
Wake Forest University 1972 — 1975
Bachelor of Science (BS), Business/Commerce, General
Stetson University
Master of Business Administration (MBA), Finance, General
UBS February 2013 - Present
Smith Barney/ Morgan Stanley June 1991 - February 2013
Prudential Bache January 1979 - June 1991
Federal Reserve Bank of Miami March 1977 - January 1979
Education
Wake Forest University 1972 — 1975
Bachelor of Science (BS), Business/Commerce, General
Stetson University
Master of Business Administration (MBA), Finance, General
Geoff Wilson's UBS Experience 1999 - 2000
Job Founder and Principal at Wilson Growth Partners, LLC
Industry Management Consulting
Experience
Wilson Growth Partners, LLC September 2014 - Present
The Aspen Institute July 2013 - Present
Liberty Fellowship July 2013 - Present
Milliken & Company September 2011 - August 2014
McKinsey & Company June 2003 - September 2011
Comerica Ventures February 2000 - September 2002
UBS 1999 - 2000
San Francisco 49ers April 1999 - September 1999
Cypress Semiconductor 1999 - 1999
E-LOAN 1997 - 1997
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA with High Distinction
Stanford University 1999 — 1999
Master of Arts (M.A.)
Stanford University 1994 — 1998
Bachelor of Arts (B.A.)
Wilson Growth Partners, LLC September 2014 - Present
The Aspen Institute July 2013 - Present
Liberty Fellowship July 2013 - Present
Milliken & Company September 2011 - August 2014
McKinsey & Company June 2003 - September 2011
Comerica Ventures February 2000 - September 2002
UBS 1999 - 2000
San Francisco 49ers April 1999 - September 1999
Cypress Semiconductor 1999 - 1999
E-LOAN 1997 - 1997
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA with High Distinction
Stanford University 1999 — 1999
Master of Arts (M.A.)
Stanford University 1994 — 1998
Bachelor of Arts (B.A.)
Cody Burnett, AWMA®'s UBS Experience April 2014 - Present
Job Wealth Planning Analyst at UBS
Industry Financial Services
Experience
UBS April 2014 - Present
McLaughlin Research Corporation January 2013 - April 2014
University of Rhode Island January 2012 - May 2012
Harken Productions January 2012 - May 2012
Patch.com May 2011 - September 2011
Skills
Series 7, Series 66
Education
University of Rhode Island 2008 — 2012
Bachelor of Arts (BA), Journalism
Stellenbosch University/Universiteit Stellenbosch 2012 — 2012
Transitional Justice in Post-conflict Societies
UBS April 2014 - Present
McLaughlin Research Corporation January 2013 - April 2014
University of Rhode Island January 2012 - May 2012
Harken Productions January 2012 - May 2012
Patch.com May 2011 - September 2011
Skills
Series 7, Series 66
Education
University of Rhode Island 2008 — 2012
Bachelor of Arts (BA), Journalism
Stellenbosch University/Universiteit Stellenbosch 2012 — 2012
Transitional Justice in Post-conflict Societies
Ji Jeon Ji Jeon's UBS Experience July 2003 - June 2004
Job CFO/CoCOO
Industry Sporting Goods
Experience
HJ Glove June 2004 - Present
Self October 2013 - Present
UBS July 2003 - June 2004
Colony Advisors LLC September 1999 - July 2001
Arthur Andersen & Co. September 1997 - August 1999
Skills
Finance, Financial Accounting, Industry Research, Treasury Management, Consumer Goods
Education
Stanford University Graduate School of Business 2001 — 2003
Master of Business Administration (MBA)
University of Michigan 1993 — 1997
Bachelor of Business Administration (BBA)
HJ Glove June 2004 - Present
Self October 2013 - Present
UBS July 2003 - June 2004
Colony Advisors LLC September 1999 - July 2001
Arthur Andersen & Co. September 1997 - August 1999
Skills
Finance, Financial Accounting, Industry Research, Treasury Management, Consumer Goods
Education
Stanford University Graduate School of Business 2001 — 2003
Master of Business Administration (MBA)
University of Michigan 1993 — 1997
Bachelor of Business Administration (BBA)
moira sowarby moira sowarby's UBS Experience 1995 - 2008
Job Fixed Income Specialist
Industry Financial Services
Experience
UBS Financial Services 2014 - 2015
Beth Bowley Inc 2010 - 2014
UBS 1995 - 2008
Skills
Capital Markets, Fixed Income, Investment Banking, Investments, Securities, Financial Services, Asset Management, Bonds, Portfolio Management, FINRA, Series 7, Wealth Management, Bloomberg, Hedge Funds, Trading, Municipal Bonds, Finance
Education
State University of New York College at Cortland
BA, Sociology
UBS Financial Services 2014 - 2015
Beth Bowley Inc 2010 - 2014
UBS 1995 - 2008
Skills
Capital Markets, Fixed Income, Investment Banking, Investments, Securities, Financial Services, Asset Management, Bonds, Portfolio Management, FINRA, Series 7, Wealth Management, Bloomberg, Hedge Funds, Trading, Municipal Bonds, Finance
Education
State University of New York College at Cortland
BA, Sociology
Burke Dempsey's UBS Experience 2000 - 2003
Job President at Bretton Advisors Inc.
Industry Financial Services
Experience
Bretton Advisors Inc. January 2015 - Present
Ellington Management Group January 2012 - December 2014
WellAuctioned 2004 - 2012
Cantor Fitzgerald November 2006 - March 2011
UBS 2000 - 2003
Friedman, Billings, Ramsey & CO., Inc. September 1997 - April 2000
Montgomery Securities 1993 - 1997
Lehman Brothers 1987 - 1993
Skills
Private Equity, Mergers, Valuation, Venture Capital, Strategic Consulting, Investment Banking, Equities, Market Structure, Corporate Finance, Strategy, Business Strategy, Financial Modeling, Due Diligence, Business Development, Mergers & Acquisitions, Capital Markets, Asset Management, Hedge Funds, Investments, Securities, Banking, Finance
Education
Stanford University 1980 — 1984
Bachelor of Science (BS), Applied Earth Sciences
Phillips Academy 1976 — 1980
HS, College Prep
Bretton Advisors Inc. January 2015 - Present
Ellington Management Group January 2012 - December 2014
WellAuctioned 2004 - 2012
Cantor Fitzgerald November 2006 - March 2011
UBS 2000 - 2003
Friedman, Billings, Ramsey & CO., Inc. September 1997 - April 2000
Montgomery Securities 1993 - 1997
Lehman Brothers 1987 - 1993
Skills
Private Equity, Mergers, Valuation, Venture Capital, Strategic Consulting, Investment Banking, Equities, Market Structure, Corporate Finance, Strategy, Business Strategy, Financial Modeling, Due Diligence, Business Development, Mergers & Acquisitions, Capital Markets, Asset Management, Hedge Funds, Investments, Securities, Banking, Finance
Education
Stanford University 1980 — 1984
Bachelor of Science (BS), Applied Earth Sciences
Phillips Academy 1976 — 1980
HS, College Prep
Eva Mycek's UBS Experience September 2011 - December 2011
Job Senior Analyst at American Express
Industry Financial Services
Experience
American Express October 2014 - Present
American Express August 2013 - September 2014
Deloitte January 2012 - July 2013
UBS September 2011 - December 2011
Bloomberg June 2011 - August 2011
Brencourt Advisors November 2010 - March 2011
ES Sutton May 2008 - June 2010
BMGM LLC September 2006 - May 2008
Skills
Bloomberg, Excel, Accounting, Financial Reporting, Teamwork, Research, Microsoft Excel, Internal Controls, Account Reconciliation, Sarbanes-Oxley Act
Education
Saint John's University 2009 — 2012
Master of Business Administration (MBA)
State University of New York College at Buffalo 2003 — 2006
Bachelor of Science, Fashion Design
Amsterdam High School
American Express October 2014 - Present
American Express August 2013 - September 2014
Deloitte January 2012 - July 2013
UBS September 2011 - December 2011
Bloomberg June 2011 - August 2011
Brencourt Advisors November 2010 - March 2011
ES Sutton May 2008 - June 2010
BMGM LLC September 2006 - May 2008
Skills
Bloomberg, Excel, Accounting, Financial Reporting, Teamwork, Research, Microsoft Excel, Internal Controls, Account Reconciliation, Sarbanes-Oxley Act
Education
Saint John's University 2009 — 2012
Master of Business Administration (MBA)
State University of New York College at Buffalo 2003 — 2006
Bachelor of Science, Fashion Design
Amsterdam High School
Blair Seiler Blair Seiler's UBS Experience April 2012 - May 2012
Job Student at Stanford
Industry
Experience
Cornerstone Research June 2015 - Present
Samsung June 2014 - August 2014
Fletcher Spaght, Inc. June 2013 - August 2013
UBS April 2012 - May 2012
Skills
Final Cut Pro, Photoshop, Public Speaking, Microsoft Office
Education
Stanford University 2012 — 2016
Bachelor's degree, Economics
Instituto Internacional, Madrid 2014 — 2014
Newton Country Day School 2008 — 2012
High School Diploma, Valedictorian, GPA 4.3
Cornerstone Research June 2015 - Present
Samsung June 2014 - August 2014
Fletcher Spaght, Inc. June 2013 - August 2013
UBS April 2012 - May 2012
Skills
Final Cut Pro, Photoshop, Public Speaking, Microsoft Office
Education
Stanford University 2012 — 2016
Bachelor's degree, Economics
Instituto Internacional, Madrid 2014 — 2014
Newton Country Day School 2008 — 2012
High School Diploma, Valedictorian, GPA 4.3
Kellen Kiilsgaard's UBS Experience July 2014 - February 2015
Job Business Development at LendingHome
Industry Real Estate
Experience
LendingHome September 2015 - Present
LendingHome February 2015 - September 2015
UBS July 2014 - February 2015
Merrill Lynch February 2012 - July 2014
Houston Astros June 2010 - January 2012
SanDisk Corporation April 2010 - July 2010
Skills
Business Development, Marketing Communications, Business Strategy, Wealth Management, Salesforce.com, Real Estate, Public Speaking, Sales Operations, Social Media, Microsoft Excel, Growth Investing, Team Building, Credit Management
Education
Stanford University 2007 — 2011
Bachelor of Arts (B.A.), Communication
LendingHome September 2015 - Present
LendingHome February 2015 - September 2015
UBS July 2014 - February 2015
Merrill Lynch February 2012 - July 2014
Houston Astros June 2010 - January 2012
SanDisk Corporation April 2010 - July 2010
Skills
Business Development, Marketing Communications, Business Strategy, Wealth Management, Salesforce.com, Real Estate, Public Speaking, Sales Operations, Social Media, Microsoft Excel, Growth Investing, Team Building, Credit Management
Education
Stanford University 2007 — 2011
Bachelor of Arts (B.A.), Communication
Gail Hechler Gail Hechler's UBS Experience November 1992 - Present
Job Senior Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS November 1992 - Present
Advest, Inc. September 1987 - December 1991
Education
Stautzenberger College-Maumee 1985 — 1987
Associate's Degree
UBS November 1992 - Present
Advest, Inc. September 1987 - December 1991
Education
Stautzenberger College-Maumee 1985 — 1987
Associate's Degree
John R. Sholtis John R. Sholtis's UBS Experience June 2007 - Present
Job Senior Vice President Wealth Management, Wealth Advisor at UBS
Industry Financial Services
Experience
UBS June 2007 - Present
Bank of America January 1989 - June 2007
Education
UBS Financial Services 2008 — 2008
Wealth Advisor
Cannon Financial Institute 2000 — 2002
CTFA, Trusts and Estates
State University of New York College at Oneonta 1983 — 1986
BS, Business Economics
UBS June 2007 - Present
Bank of America January 1989 - June 2007
Education
UBS Financial Services 2008 — 2008
Wealth Advisor
Cannon Financial Institute 2000 — 2002
CTFA, Trusts and Estates
State University of New York College at Oneonta 1983 — 1986
BS, Business Economics
Evan Romero Evan Romero's UBS Experience June 2008 - August 2008
Job Partner Manager at Twitter
Industry Internet
Experience
Twitter November 2012 - Present
Lausanne Universite Club September 2011 - April 2012
Bodri Capital Management April 2011 - June 2011
R.J. Roberts & Company June 2010 - September 2010
Alonzo Mourning Charities June 2009 - August 2009
UBS June 2008 - August 2008
Skills
Entrepreneurship, CRM, Leadership, Management, Sales Operations, Investments, Negotiation, Research, Salesforce.com, Microsoft Excel, Product Management
Education
Stanford University 2010 — 2011
Masters of Science, Management Science & Engineering
Stanford University 2006 — 2010
Bachelors of Science, Management Science & Engineering
Twitter November 2012 - Present
Lausanne Universite Club September 2011 - April 2012
Bodri Capital Management April 2011 - June 2011
R.J. Roberts & Company June 2010 - September 2010
Alonzo Mourning Charities June 2009 - August 2009
UBS June 2008 - August 2008
Skills
Entrepreneurship, CRM, Leadership, Management, Sales Operations, Investments, Negotiation, Research, Salesforce.com, Microsoft Excel, Product Management
Education
Stanford University 2010 — 2011
Masters of Science, Management Science & Engineering
Stanford University 2006 — 2010
Bachelors of Science, Management Science & Engineering
Rose Bien Rose Bien's UBS Experience December 2006 - October 2014
Job Executive Assistant/Office Administrator/Client Services
Industry Information Technology and Services
Experience
Bollenback & Forret, PA, CPAs March 2015 - Present
UBS December 2006 - October 2014
UBS Investment Bank 1998 - 2005
Skills
Marketing, Microsoft Office, Financial Services, Customer Service, Microsoft Excel
Education
State University of New York College at Oneonta 1980 — 1984
Bachelor of Science (BS), Psychology
Bollenback & Forret, PA, CPAs March 2015 - Present
UBS December 2006 - October 2014
UBS Investment Bank 1998 - 2005
Skills
Marketing, Microsoft Office, Financial Services, Customer Service, Microsoft Excel
Education
State University of New York College at Oneonta 1980 — 1984
Bachelor of Science (BS), Psychology
Junxu Lye Junxu Lye's UBS Experience July 2010 - September 2010
Job Analytics at Dropbox
Industry Internet
Experience
Dropbox January 2015 - Present
EDB August 2012 - December 2014
Diamond Consulting June 2011 - July 2011
UBS July 2010 - September 2010
Education
Stanford University 2011 — 2012
Master of Science (MS), Management Science & Engineering
University of Pennsylvania 2008 — 2011
Bachelor of Science (BS), Systems Engineering
University of Pennsylvania - The Wharton School 2008 — 2011
Bachelor of Science (BS), Finance, Operations and Information Management
Dropbox January 2015 - Present
EDB August 2012 - December 2014
Diamond Consulting June 2011 - July 2011
UBS July 2010 - September 2010
Education
Stanford University 2011 — 2012
Master of Science (MS), Management Science & Engineering
University of Pennsylvania 2008 — 2011
Bachelor of Science (BS), Systems Engineering
University of Pennsylvania - The Wharton School 2008 — 2011
Bachelor of Science (BS), Finance, Operations and Information Management
Janice Ong Janice Ong's UBS Experience August 2008 - Present
Job Equity Research Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS August 2008 - Present
UBS Investment Bank August 2008 - Present
Oppenheimer & Co. Inc. March 2008 - July 2008
Bank of America April 2004 - February 2008
Credit Suisse July 2003 - April 2004
Credit Suisse July 2001 - July 2003
Skills
Financial Modeling, Equity Research, Strategy, Valuation, Financial Analysis, Due Diligence, Investment Banking, Investments, Hedge Funds, Equities, Retail, Consumer Behaviour, Fashion, E-commerce, Capital Markets
Education
Stanford University 1997 — 2001
B.A., Economics, 3.5
Stanford University 1997 — 2001
BA, Economics
UBS August 2008 - Present
UBS Investment Bank August 2008 - Present
Oppenheimer & Co. Inc. March 2008 - July 2008
Bank of America April 2004 - February 2008
Credit Suisse July 2003 - April 2004
Credit Suisse July 2001 - July 2003
Skills
Financial Modeling, Equity Research, Strategy, Valuation, Financial Analysis, Due Diligence, Investment Banking, Investments, Hedge Funds, Equities, Retail, Consumer Behaviour, Fashion, E-commerce, Capital Markets
Education
Stanford University 1997 — 2001
B.A., Economics, 3.5
Stanford University 1997 — 2001
BA, Economics
Curtis Stecyk's UBS Experience May 2012 - May 2012
Job Procurement Associate
Industry Oil & Energy
Experience
ExxonMobil August 2014 - Present
Stevens Institute of Technology October 2010 - Present
Stevens Institute of Technology August 2013 - May 2014
Student Athlete Advisory Committee January 2012 - 2014
Stevens Institute of Technology August 2010 - 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Stevens Institute of Technology August 2012 - May 2013
Pershing, a BNY Mellon company June 2012 - August 2012
UBS May 2012 - May 2012
Niwot High School August 2008 - April 2010
Skills
PowerPoint, MS Project, Bloomberg Terminal, Microsoft Office, Microsoft Project, Labview, Matlab, Getting The Job Done, SAS, Leadership, Team Leadership, Teamwork
Education
Stevens Institute of Technology 2010 — 2014
Bachelor of Engineering (BEng), Mechanical Engineering, Quantitative Finance, Senior
Niwot High School 2006 — 2010
International Baccalaureate and High School Diplomas, Higher Levels - Physics, Psychology, English --- Standard Levels - Spanish, Economics, Mathematics
ExxonMobil August 2014 - Present
Stevens Institute of Technology October 2010 - Present
Stevens Institute of Technology August 2013 - May 2014
Student Athlete Advisory Committee January 2012 - 2014
Stevens Institute of Technology August 2010 - 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Stevens Institute of Technology August 2012 - May 2013
Pershing, a BNY Mellon company June 2012 - August 2012
UBS May 2012 - May 2012
Niwot High School August 2008 - April 2010
Skills
PowerPoint, MS Project, Bloomberg Terminal, Microsoft Office, Microsoft Project, Labview, Matlab, Getting The Job Done, SAS, Leadership, Team Leadership, Teamwork
Education
Stevens Institute of Technology 2010 — 2014
Bachelor of Engineering (BEng), Mechanical Engineering, Quantitative Finance, Senior
Niwot High School 2006 — 2010
International Baccalaureate and High School Diplomas, Higher Levels - Physics, Psychology, English --- Standard Levels - Spanish, Economics, Mathematics
Ben Morley Ben Morley's UBS Experience June 2009 - August 2009
Job MBA Candidate at Stanford Graduate School of Business
Industry Management Consulting
Experience
Bain & Company September 2010 - Present
Millicom August 2014 - September 2014
CDC Group plc June 2014 - August 2014
UBS June 2009 - August 2009
KPMG UK September 2006 - April 2007
Education
Stanford Graduate School of Business 2013 — 2015
MBA
University of Warwick
BSc, Economics, 1st Class
Monkton Combe School
Bain & Company September 2010 - Present
Millicom August 2014 - September 2014
CDC Group plc June 2014 - August 2014
UBS June 2009 - August 2009
KPMG UK September 2006 - April 2007
Education
Stanford Graduate School of Business 2013 — 2015
MBA
University of Warwick
BSc, Economics, 1st Class
Monkton Combe School
Harris Brown Harris Brown's UBS Experience 2011 - 2013
Job Business Development at Airbnb
Industry Internet
Experience
Airbnb August 2015 - Present
Shake, Inc. January 2014 - August 2015
UBS 2011 - 2013
Piazza September 2010 - June 2011
UBS June 2010 - August 2010
Skills
Data Analysis, Entrepreneurship, Financial Modeling, Valuation, HTML, CSS, Leadership, Private Equity, Sports, Corporate Finance, Financial Analysis, Investment Banking, Business Development, Economics
Education
Stanford University 2007 — 2011
BA, Economics
Thinkful 2013 — 2014
Front End Web Development
The London School of Economics and Political Science (LSE) 2008 — 2008
International Political Economy
The Montgomery Academy 2004 — 2007
Airbnb August 2015 - Present
Shake, Inc. January 2014 - August 2015
UBS 2011 - 2013
Piazza September 2010 - June 2011
UBS June 2010 - August 2010
Skills
Data Analysis, Entrepreneurship, Financial Modeling, Valuation, HTML, CSS, Leadership, Private Equity, Sports, Corporate Finance, Financial Analysis, Investment Banking, Business Development, Economics
Education
Stanford University 2007 — 2011
BA, Economics
Thinkful 2013 — 2014
Front End Web Development
The London School of Economics and Political Science (LSE) 2008 — 2008
International Political Economy
The Montgomery Academy 2004 — 2007
Glenn Garvin's UBS Experience April 1979 - Present
Job Investment Advisor at UBS
Industry Financial Services
Experience
UBS April 1979 - Present
Prudential Financial January 1969 - April 1979
Education
Stetson University 1962 — 1966
Bachelor of Business Administration (B.B.A.), Accounting
UBS April 1979 - Present
Prudential Financial January 1969 - April 1979
Education
Stetson University 1962 — 1966
Bachelor of Business Administration (B.B.A.), Accounting
Francoise Baecker Francoise Baecker's UBS Experience April 1994 - July 1999
Job Capital Markets Professional
Industry Capital Markets
Experience
UBS April 1994 - July 1999
The Northstar Group July 1993 - April 1994
Swiss Bank Corporation February 1992 - July 1993
Swiss Bank Corporation June 1990 - January 1992
Bear, Stearns & Company, Inc. June 1989 - August 1989
The Bank Of California May 1986 - July 1988
Skills
Program Management, Derivatives, Capital Markets, Valuation, Fixed Income, Financial Markets, Forecasting, Business Development, Training, Sales
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
Stanford University 1980 — 1984
Bachelor's degree, Economics
UBS April 1994 - July 1999
The Northstar Group July 1993 - April 1994
Swiss Bank Corporation February 1992 - July 1993
Swiss Bank Corporation June 1990 - January 1992
Bear, Stearns & Company, Inc. June 1989 - August 1989
The Bank Of California May 1986 - July 1988
Skills
Program Management, Derivatives, Capital Markets, Valuation, Fixed Income, Financial Markets, Forecasting, Business Development, Training, Sales
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
Stanford University 1980 — 1984
Bachelor's degree, Economics
Gerard Nizich Gerard Nizich's UBS Experience November 2004 - October 2008
Job Financial Advisor at American Portfolios
Industry Financial Services
Experience
American Portfolios September 2013 - Present
Castle Financial Advisors May 2010 - September 2013
TJM Brokerage July 2009 - November 2009
First New York Securities January 2009 - May 2009
UBS November 2004 - October 2008
Schwab Capital Markets August 2003 - November 2004
Puglisi & Co July 2002 - April 2003
Gruntal & Co August 1996 - October 2001
Josephthal , Lyons January 1993 - July 1996
Whale Securities January 1990 - January 1992
Skills
Equities
Education
State University of New York College at Oneonta 1979 — 1983
ba, business/accounting
Division Avenue H.S.
American Portfolios September 2013 - Present
Castle Financial Advisors May 2010 - September 2013
TJM Brokerage July 2009 - November 2009
First New York Securities January 2009 - May 2009
UBS November 2004 - October 2008
Schwab Capital Markets August 2003 - November 2004
Puglisi & Co July 2002 - April 2003
Gruntal & Co August 1996 - October 2001
Josephthal , Lyons January 1993 - July 1996
Whale Securities January 1990 - January 1992
Skills
Equities
Education
State University of New York College at Oneonta 1979 — 1983
ba, business/accounting
Division Avenue H.S.
Assita Calhoun's UBS Experience January 2004 - August 2004
Job Executive Administrative Assistant at The Kushner Companies, LLC
Industry Wholesale
Experience
The Kushner Companies, LLC July 2013 - Present
Creative Bath Products, Inc. March 2008 - Present
Tunstall Group October 2006 - March 2008
Ever Ready First Aid & Dixie EMS supply February 2005 - August 2006
UBS January 2004 - August 2004
Skills
Life Insurance, Non-profits..., Management, Accounts Receivable, Customer Service, Microsoft Office, Accounts Payable, QuickBooks, Outlook, Accounting, Time Management, PowerPoint, Fundraising, Invoicing, Sales, Purchasing, Microsoft Excel, Excel Pivot, Microsoft Word, Research, Software Documentation, Marketing, Analysis, Teamwork, Non-profit...
Education
New York Real Estate Institute 2013 — 2013
Real Estate Salesperson Agent
State University of New York Empire State College 2010 — 2012
Bachelor's degree, Accounting
The Kushner Companies, LLC July 2013 - Present
Creative Bath Products, Inc. March 2008 - Present
Tunstall Group October 2006 - March 2008
Ever Ready First Aid & Dixie EMS supply February 2005 - August 2006
UBS January 2004 - August 2004
Skills
Life Insurance, Non-profits..., Management, Accounts Receivable, Customer Service, Microsoft Office, Accounts Payable, QuickBooks, Outlook, Accounting, Time Management, PowerPoint, Fundraising, Invoicing, Sales, Purchasing, Microsoft Excel, Excel Pivot, Microsoft Word, Research, Software Documentation, Marketing, Analysis, Teamwork, Non-profit...
Education
New York Real Estate Institute 2013 — 2013
Real Estate Salesperson Agent
State University of New York Empire State College 2010 — 2012
Bachelor's degree, Accounting
Andrew Kazarinoff CSP, SAFe SA Andrew Kazarinoff CSP, SAFe SA's UBS Experience 2007 - 2008
Job Consulting Agile Coach and Transformation Lead
Industry Information Technology and Services
Experience
Voya Financial 2014 - 2015
American Express 2014 - 2014
The Coca-Cola Company 2013 - 2014
TIAA-CREF 2013 - 2013
Express Scripts / Medco 2011 - 2012
Blue Cross Blue Shield of Kansas 2010 - 2011
Bowne Inc. 2009 - 2010
Integra Technology Consulting 2009 - 2009
Federal Reserve Bank of New York 2008 - 2009
UBS 2007 - 2008
Skills
Agile Methodologies, Scrum, Kanban, Coaching, Training, SDLC, Integration, Enterprise Software, Testing, Software Development, Test Driven Development, IT Strategy, Lean Software..., Project Portfolio..., Software Project..., Project Management, Program Management
Education
Stevens Institute of Technology
BSME, Engineering
Voya Financial 2014 - 2015
American Express 2014 - 2014
The Coca-Cola Company 2013 - 2014
TIAA-CREF 2013 - 2013
Express Scripts / Medco 2011 - 2012
Blue Cross Blue Shield of Kansas 2010 - 2011
Bowne Inc. 2009 - 2010
Integra Technology Consulting 2009 - 2009
Federal Reserve Bank of New York 2008 - 2009
UBS 2007 - 2008
Skills
Agile Methodologies, Scrum, Kanban, Coaching, Training, SDLC, Integration, Enterprise Software, Testing, Software Development, Test Driven Development, IT Strategy, Lean Software..., Project Portfolio..., Software Project..., Project Management, Program Management
Education
Stevens Institute of Technology
BSME, Engineering
Abby Burman Abby Burman's UBS Experience 2000 - 2001
Job Abby Burman Consulting
Industry Financial Services
Experience
Abby Burman Consulting 2012 - Present
Gus Christensen for NYS Assembly 2014 - 2014
Crédit Agricole 2009 - 2011
Deutsche Bank 2007 - 2009
Forrester Research (formerly Jupiter Research) 2006 - 2007
The Articulate Executive 2001 - 2006
UBS 2000 - 2001
Bear Stearns 1998 - 2000
Burman Communications 1994 - 1998
Intel Corporation 1991 - 1994
Skills
Due Diligence, Editing, Strategic Planning, Training, Coaching, Marketing Communications, Strategic Communications, Social Media, International Business, Research, Corporate Communications, Strategy, Translation, Capital Markets, Writing
Education
Stanford University
MA, Communication
Yale University
BA, American Studies
Abby Burman Consulting 2012 - Present
Gus Christensen for NYS Assembly 2014 - 2014
Crédit Agricole 2009 - 2011
Deutsche Bank 2007 - 2009
Forrester Research (formerly Jupiter Research) 2006 - 2007
The Articulate Executive 2001 - 2006
UBS 2000 - 2001
Bear Stearns 1998 - 2000
Burman Communications 1994 - 1998
Intel Corporation 1991 - 1994
Skills
Due Diligence, Editing, Strategic Planning, Training, Coaching, Marketing Communications, Strategic Communications, Social Media, International Business, Research, Corporate Communications, Strategy, Translation, Capital Markets, Writing
Education
Stanford University
MA, Communication
Yale University
BA, American Studies
Barbara Evanchik Barbara Evanchik's UBS Experience September 2001 - October 2011
Job Talent Acquisition Manager College Program at QBE
Industry Insurance
Experience
QBE North America September 2012 - Present
UBS September 2001 - October 2011
UBS January 2001 - September 2001
PaineWebber September 1989 - December 2000
Skills
Series 7, Series 63, Series 24, Microsoft Office, MBTI, Quicken, Talent Development, Coaching, Building Relationships, Relationship Management, Communication Skills, Development Of Employees, Mentoring, Flexibility, Generation Y, Committed to..., Succession Planning, Self-driven, Wealth Management, Close Attention to..., Teamwork, Budget, Writing, Multi Tasking, Vendor Management, Vendor Relationships, Training, Program Facilitation, College Recruiting, Summer Intern Program, High Organizational..., Influence Without..., Talent Pipelining, Partnering, Performance Measurement, Metrics, Accountability, Highly responsible, Millennials, Feedback, Leadership, Interviews, High Potential..., Follow Through, Following Up, Self-awareness, Training Programme..., Anticipation, Forward Looking, Talent Management
Education
Binghamton University
Master of Business Administration, Finance
State University of New York College at Oswego
Bachelor of Arts, Biology
QBE North America September 2012 - Present
UBS September 2001 - October 2011
UBS January 2001 - September 2001
PaineWebber September 1989 - December 2000
Skills
Series 7, Series 63, Series 24, Microsoft Office, MBTI, Quicken, Talent Development, Coaching, Building Relationships, Relationship Management, Communication Skills, Development Of Employees, Mentoring, Flexibility, Generation Y, Committed to..., Succession Planning, Self-driven, Wealth Management, Close Attention to..., Teamwork, Budget, Writing, Multi Tasking, Vendor Management, Vendor Relationships, Training, Program Facilitation, College Recruiting, Summer Intern Program, High Organizational..., Influence Without..., Talent Pipelining, Partnering, Performance Measurement, Metrics, Accountability, Highly responsible, Millennials, Feedback, Leadership, Interviews, High Potential..., Follow Through, Following Up, Self-awareness, Training Programme..., Anticipation, Forward Looking, Talent Management
Education
Binghamton University
Master of Business Administration, Finance
State University of New York College at Oswego
Bachelor of Arts, Biology
Thomas Krumenacker Thomas Krumenacker's UBS Experience August 1996 - Present
Job Senior Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. 1998 - Present
UBS August 1996 - Present
Skills
Portfolio Management, Retirement Planning, Separately Managed..., Series 7, Trading, Wealth Management, Alternative Investments, Asset Allocation, Financial Modeling, Investment Strategies, Investments, Mutual Funds
Education
State University of New York College at Plattsburgh 1988 — 1992
BA, International Business
UBS Financial Services, Inc. 1998 - Present
UBS August 1996 - Present
Skills
Portfolio Management, Retirement Planning, Separately Managed..., Series 7, Trading, Wealth Management, Alternative Investments, Asset Allocation, Financial Modeling, Investment Strategies, Investments, Mutual Funds
Education
State University of New York College at Plattsburgh 1988 — 1992
BA, International Business
Chris Celentano Chris Celentano's UBS Experience June 2006 - August 2006
Job Sales Representative at MarketAxess
Industry Financial Services
Experience
MarketAxess July 2007 - Present
UBS June 2006 - August 2006
Skills
Fixed Income, Bonds, Commodity, Electronic Trading, Equities, Trading, Trading Systems, Bloomberg, Market Data, Securities, Financial Markets, Capital Markets, Hedge Funds, Derivatives
Education
Stevens Institute of Technology 2003 — 2007
BS, Business Management and Technology
Newton High School
MarketAxess July 2007 - Present
UBS June 2006 - August 2006
Skills
Fixed Income, Bonds, Commodity, Electronic Trading, Equities, Trading, Trading Systems, Bloomberg, Market Data, Securities, Financial Markets, Capital Markets, Hedge Funds, Derivatives
Education
Stevens Institute of Technology 2003 — 2007
BS, Business Management and Technology
Newton High School
Matthew Dunny Dunn Matthew Dunny Dunn's UBS Experience November 2008 - Present
Job Music Industry Professional
Industry Music
Experience
www.MyMusicHangover.com September 2009 - Present
UBS November 2008 - Present
Independent Artist Manager / Booking September 2007 - Present
Burnlounge, Inc. September 2005 - November 2008
Jive Records May 2005 - December 2005
Argent Mortgage October 2004 - October 2005
Clear Channel Radio May 2004 - September 2004
Education
Institute of Audio Research 2005 — 2006
Certificate, Engineering/Production/Music Business
State University of New York College at Oneonta 2001 — 2004
B.A., Music Industry
www.MyMusicHangover.com September 2009 - Present
UBS November 2008 - Present
Independent Artist Manager / Booking September 2007 - Present
Burnlounge, Inc. September 2005 - November 2008
Jive Records May 2005 - December 2005
Argent Mortgage October 2004 - October 2005
Clear Channel Radio May 2004 - September 2004
Education
Institute of Audio Research 2005 — 2006
Certificate, Engineering/Production/Music Business
State University of New York College at Oneonta 2001 — 2004
B.A., Music Industry
Kent S. Iglehart Kent S. Iglehart's UBS Experience July 1986 - February 1991
Job Vice President, Market Risk Audit Manager at Bank of the West
Industry Capital Markets
Experience
Bank of the West December 2011 - Present
Farm Credit Administration October 2009 - November 2011
Union Bank of California January 2008 - April 2009
Charles Schwab September 2006 - December 2007
UBS Investment Bank November 2005 - August 2006
ZPoint Advisors, LLC. November 2004 - February 2005
Citi October 2000 - December 2004
Citi March 1998 - October 2000
Bank of America March 1991 - July 1997
UBS July 1986 - February 1991
Skills
VAR, Credit, Derivatives, Market Risk, Sales, FAS 157, FAS 133, Risk Management, Interest Rate..., Internal Audit, Fixed Income, Financial Risk, Hedging, Portfolio Management, Hedge Funds, Financial Markets, ALM, Credit Derivatives, Equities, Equity Derivatives, Commodity, Financial Modeling, Investment Banking, Basel II, Banking, Trading, Basel III, Capital Planning, DFAST, CCAR, Securities, Options
Education
Stanford University 1982 — 1986
BA, Quantitative Economics
Gunn High School, Palo Alto, CA 1978 — 1982
Bank of the West December 2011 - Present
Farm Credit Administration October 2009 - November 2011
Union Bank of California January 2008 - April 2009
Charles Schwab September 2006 - December 2007
UBS Investment Bank November 2005 - August 2006
ZPoint Advisors, LLC. November 2004 - February 2005
Citi October 2000 - December 2004
Citi March 1998 - October 2000
Bank of America March 1991 - July 1997
UBS July 1986 - February 1991
Skills
VAR, Credit, Derivatives, Market Risk, Sales, FAS 157, FAS 133, Risk Management, Interest Rate..., Internal Audit, Fixed Income, Financial Risk, Hedging, Portfolio Management, Hedge Funds, Financial Markets, ALM, Credit Derivatives, Equities, Equity Derivatives, Commodity, Financial Modeling, Investment Banking, Basel II, Banking, Trading, Basel III, Capital Planning, DFAST, CCAR, Securities, Options
Education
Stanford University 1982 — 1986
BA, Quantitative Economics
Gunn High School, Palo Alto, CA 1978 — 1982
Kelley Matthews Kelley Matthews's UBS Experience 1998 - 2001
Job First Vice President at SunTrust Private Wealth Managment
Industry Financial Services
Experience
SunTrust Private Wealth Managment July 2013 - Present
BBVA Compass Wealth Management May 2012 - July 2013
Wells Fargo Private Bank May 2007 - May 2012
SunTrust Bank December 2001 - May 2007
UBS 1998 - 2001
GE Plastics 1989 - 1997
GE Plastics 1989 - 1997
Air Products and Chemicals October 1987 - September 1989
Skills
Risk Management, Credit, Financial Planning
Education
MBA 2003 — 2005
MBA, Business, Marketing, E-Commerce
State University of New York College at Oswego 1981 — 1985
BA, Political Science
SunTrust Private Wealth Managment July 2013 - Present
BBVA Compass Wealth Management May 2012 - July 2013
Wells Fargo Private Bank May 2007 - May 2012
SunTrust Bank December 2001 - May 2007
UBS 1998 - 2001
GE Plastics 1989 - 1997
GE Plastics 1989 - 1997
Air Products and Chemicals October 1987 - September 1989
Skills
Risk Management, Credit, Financial Planning
Education
MBA 2003 — 2005
MBA, Business, Marketing, E-Commerce
State University of New York College at Oswego 1981 — 1985
BA, Political Science
Fred Craig III Fred Craig III's UBS Experience June 2011 - August 2011
Job Analyst Global Natural Resources Group UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2013 - Present
UBS Investment Bank June 2012 - August 2012
UBS June 2011 - August 2011
Skills
Valuation, Investment Banking, Financial Modeling, Bloomberg, Capital Markets, Equity Research, Leadership, Research, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word
Education
University of Pennsylvania-College of Arts and Sciences 2009 — 2013
BA, International Relations
Stanford University 2008 — 2009
Bachelor of Arts (BA), Undeclared
Saint Xavier High School 2004 — 2008
UBS Investment Bank July 2013 - Present
UBS Investment Bank June 2012 - August 2012
UBS June 2011 - August 2011
Skills
Valuation, Investment Banking, Financial Modeling, Bloomberg, Capital Markets, Equity Research, Leadership, Research, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word
Education
University of Pennsylvania-College of Arts and Sciences 2009 — 2013
BA, International Relations
Stanford University 2008 — 2009
Bachelor of Arts (BA), Undeclared
Saint Xavier High School 2004 — 2008
Dariusz 'Derek' Moskal's UBS Experience August 2012 - May 2013
Job Facilities Project Manager at Macy's
Industry Mechanical or Industrial Engineering
Experience
Macy's October 2014 - Present
ACuPowder International, LLC June 2013 - October 2014
UBS August 2012 - May 2013
Stevens Institute of Technology May 2009 - May 2012
UBS June 2011 - August 2011
NuStar Energy Corporation June 2010 - August 2010
Skills
SharePoint, Testing, Microsoft Word, Microsoft Office, Solidworks, Microsoft Excel, MS Project, Engineering, Visio, PowerPoint, Data Analysis, Databases, Process Engineering, Word, Business Analysis, Analysis, Technical Documentation, Matlab, Labview, ProEngineer, Mathematica, MS Office Suite, Optimization, Windows Server, Microsoft SQL Server, Project Planning, Project Management, ANSYS, Team Leadership, Manufacturing, Technical Support, Research, Troubleshooting, Process Improvement, Integration, Mechanical Engineering, Capital Projects, Microsoft Project, SolidWorks
Education
Stevens Institute of Technology 2008 — 2012
B.E., Mechanical Engineering
Macy's October 2014 - Present
ACuPowder International, LLC June 2013 - October 2014
UBS August 2012 - May 2013
Stevens Institute of Technology May 2009 - May 2012
UBS June 2011 - August 2011
NuStar Energy Corporation June 2010 - August 2010
Skills
SharePoint, Testing, Microsoft Word, Microsoft Office, Solidworks, Microsoft Excel, MS Project, Engineering, Visio, PowerPoint, Data Analysis, Databases, Process Engineering, Word, Business Analysis, Analysis, Technical Documentation, Matlab, Labview, ProEngineer, Mathematica, MS Office Suite, Optimization, Windows Server, Microsoft SQL Server, Project Planning, Project Management, ANSYS, Team Leadership, Manufacturing, Technical Support, Research, Troubleshooting, Process Improvement, Integration, Mechanical Engineering, Capital Projects, Microsoft Project, SolidWorks
Education
Stevens Institute of Technology 2008 — 2012
B.E., Mechanical Engineering
David Lench David Lench's UBS Experience 1986 - 1989
Job CFO, VP Finance
Industry Information Services
Experience
Wolters Kluwer 2004 - Present
Reed Business Information 1998 - 2003
Reed Elsevier 1995 - 2003
Tradelink Publishing 1989 - 1994
UBS 1986 - 1989
Skills
Publishing, Forecasting, Mergers, Financial Reporting, Budgets, Restructuring, Managerial Finance, Financial Analysis, Strategic Planning, Accounting, Financial Modeling, Strategic Partnerships, Business Strategy, Due Diligence, Internal Controls, Executive Management, Strategy, Analytics, Business Analysis, Process Improvement, Business Process..., Corporate Finance, Mergers
Education
New York University - Leonard N. Stern School of Business 1994 — 1994
Advanced Professional Certificate, Accounting
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Finance, International Business
State University of New York College at Oneonta 1977 — 1981
BA, Geography
York St. John University 1980 — 1980
Wolters Kluwer 2004 - Present
Reed Business Information 1998 - 2003
Reed Elsevier 1995 - 2003
Tradelink Publishing 1989 - 1994
UBS 1986 - 1989
Skills
Publishing, Forecasting, Mergers, Financial Reporting, Budgets, Restructuring, Managerial Finance, Financial Analysis, Strategic Planning, Accounting, Financial Modeling, Strategic Partnerships, Business Strategy, Due Diligence, Internal Controls, Executive Management, Strategy, Analytics, Business Analysis, Process Improvement, Business Process..., Corporate Finance, Mergers
Education
New York University - Leonard N. Stern School of Business 1994 — 1994
Advanced Professional Certificate, Accounting
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Finance, International Business
State University of New York College at Oneonta 1977 — 1981
BA, Geography
York St. John University 1980 — 1980
Jason Harper, CISSP's UBS Experience December 2011 - July 2012
Job Principal Architect, C+E Infrastructure Security
Industry Information Technology and Services
Experience
Microsoft July 2015 - Present
Microsoft July 2012 - Present
UBS December 2011 - July 2012
General Electric September 2010 - December 2011
GE Capital October 2009 - September 2010
GE Capital November 2009 - April 2010
GE Money October 2004 - November 2009
GE Consumer Finance May 2001 - October 2004
Philip Morris Management Corp. (Altria) July 2000 - May 2001
Plural (now Dell) January 1994 - July 2000
Skills
PKI, CISSP, Network Security, Standards Development, Metrics, Six Sigma, Cryptography, Security, Firewalls, Compliance, Information Security..., Information Security..., Risk Management, Enterprise Architecture, SDLC, Code Compliance, Code Review, Process Improvement, Threat Management, Threat Modeling, Threat Intelligence, Threat & Vulnerability..., Information Security, Data Security, Cloud Security, Security Architecture..., Information Technology, Security Audits, IT Operations, Vulnerability Assessment, Computer Security, Enterprise Software, IDS, Cisco Technologies, Vulnerability Management, Penetration Testing, Juniper, Identity Management, Active Directory, Vendor Management, Servers, ISO 27001, Incident Response
Education
State University of New York at New Paltz 1987 — 1991
BA, Psychology
Microsoft July 2015 - Present
Microsoft July 2012 - Present
UBS December 2011 - July 2012
General Electric September 2010 - December 2011
GE Capital October 2009 - September 2010
GE Capital November 2009 - April 2010
GE Money October 2004 - November 2009
GE Consumer Finance May 2001 - October 2004
Philip Morris Management Corp. (Altria) July 2000 - May 2001
Plural (now Dell) January 1994 - July 2000
Skills
PKI, CISSP, Network Security, Standards Development, Metrics, Six Sigma, Cryptography, Security, Firewalls, Compliance, Information Security..., Information Security..., Risk Management, Enterprise Architecture, SDLC, Code Compliance, Code Review, Process Improvement, Threat Management, Threat Modeling, Threat Intelligence, Threat & Vulnerability..., Information Security, Data Security, Cloud Security, Security Architecture..., Information Technology, Security Audits, IT Operations, Vulnerability Assessment, Computer Security, Enterprise Software, IDS, Cisco Technologies, Vulnerability Management, Penetration Testing, Juniper, Identity Management, Active Directory, Vendor Management, Servers, ISO 27001, Incident Response
Education
State University of New York at New Paltz 1987 — 1991
BA, Psychology
Jonathan Robson's UBS Experience November 2001 - May 2006
Job
Industry Computer Software
Experience
Gelber Group LLC February 2012 - Present
Nico Holdings LLC July 2009 - February 2012
QRM May 2006 - July 2009
UBS November 2001 - May 2006
Perficient September 2000 - November 2001
Logica August 1996 - September 2000
Skills
Agile Methodologies, Design Patterns, Test Driven Development, Object Oriented Design, C#, Scrum, .NET, Java, Multithreading, OOP, SQL, Software Development, Unix, Software Engineering, Distributed Systems, Integration
Education
Staffordshire University 1992 — 1996
Bsc
Gelber Group LLC February 2012 - Present
Nico Holdings LLC July 2009 - February 2012
QRM May 2006 - July 2009
UBS November 2001 - May 2006
Perficient September 2000 - November 2001
Logica August 1996 - September 2000
Skills
Agile Methodologies, Design Patterns, Test Driven Development, Object Oriented Design, C#, Scrum, .NET, Java, Multithreading, OOP, SQL, Software Development, Unix, Software Engineering, Distributed Systems, Integration
Education
Staffordshire University 1992 — 1996
Bsc
Eric Litman's UBS Experience November 2009 - April 2013
Job Software Product Management delivering software solutions to meet client needs and strategic goals
Industry Financial Services
Experience
Moody's Investors Service January 2015 - Present
Moody's Investors Service September 2013 - January 2015
UBS Wealth Management February 2012 - April 2013
UBS November 2009 - April 2013
UBS Wealth Management July 2005 - April 2013
Harland Financial Solutions January 2000 - June 2005
Skills
Business Analysis, SDLC, Project Management, Management, Process Improvement, Vendor Management, Project Portfolio..., Software Documentation, Analysis, Program Management, Quality Assurance, Software Project..., Requirements Analysis, CRM, Business Requirements, Financial Services, PMO, Requirements Gathering, User Acceptance Testing, MS Project, Agile Methodologies, Governance, SharePoint, Equities, Scrum, Access, Project Delivery, Business Process..., IT Strategy, Risk Management, Access Control, Identity Management, JIRA, TeamTrack, HP Quality Center, Change Management, Visio, Six Sigma, Wireframes, Agile Project Management, MS SQL Server
Education
Stevens Institute of Technology
MBA, Technology Management
Stevens Institute of Technology
Graduate Certificate, Project management, 3.75
Stevens Institute of Technology
Master of Science (M.S.), Management Information Systems, General, 3.9
Syracuse University - Martin J. Whitman School of Management
BS, Management
Moody's Investors Service January 2015 - Present
Moody's Investors Service September 2013 - January 2015
UBS Wealth Management February 2012 - April 2013
UBS November 2009 - April 2013
UBS Wealth Management July 2005 - April 2013
Harland Financial Solutions January 2000 - June 2005
Skills
Business Analysis, SDLC, Project Management, Management, Process Improvement, Vendor Management, Project Portfolio..., Software Documentation, Analysis, Program Management, Quality Assurance, Software Project..., Requirements Analysis, CRM, Business Requirements, Financial Services, PMO, Requirements Gathering, User Acceptance Testing, MS Project, Agile Methodologies, Governance, SharePoint, Equities, Scrum, Access, Project Delivery, Business Process..., IT Strategy, Risk Management, Access Control, Identity Management, JIRA, TeamTrack, HP Quality Center, Change Management, Visio, Six Sigma, Wireframes, Agile Project Management, MS SQL Server
Education
Stevens Institute of Technology
MBA, Technology Management
Stevens Institute of Technology
Graduate Certificate, Project management, 3.75
Stevens Institute of Technology
Master of Science (M.S.), Management Information Systems, General, 3.9
Syracuse University - Martin J. Whitman School of Management
BS, Management
Eric Ellison's UBS Experience March 2006 - November 2007
Job Vice President / Executive Recruiter at J.P.Morgan Asset Management
Industry Staffing and Recruiting
Experience
JP Morgan August 2009 - Present
Harman International April 2009 - July 2009
JPMorgan Chase November 2007 - February 2009
UBS March 2006 - November 2007
Charles Schwab September 2004 - March 2006
Edge Management 1995 - 2003
Education
State University of New York College at Oswego 1991 — 1995
BA, Communications
Yorktown High School 1989 — 1991
JP Morgan August 2009 - Present
Harman International April 2009 - July 2009
JPMorgan Chase November 2007 - February 2009
UBS March 2006 - November 2007
Charles Schwab September 2004 - March 2006
Edge Management 1995 - 2003
Education
State University of New York College at Oswego 1991 — 1995
BA, Communications
Yorktown High School 1989 — 1991
David Byrne's UBS Experience 2006 - August 2011
Job
Industry Computer Software
Experience
UBS 2006 - August 2011
UBS Financial Services June 2005 - August 2005
Brix Networks June 2000 - August 2000
Education
Stevens Institute of Technology 2002 — 2006
BS
UBS 2006 - August 2011
UBS Financial Services June 2005 - August 2005
Brix Networks June 2000 - August 2000
Education
Stevens Institute of Technology 2002 — 2006
BS
Ant Prior's UBS Experience November 2011 - August 2012
Job Reference Data IT Global Head Support (RTB) at Barclays
Industry Investment Banking
Experience
Barclays August 2012 - Present
UBS November 2011 - August 2012
UBS February 2009 - November 2011
UBS Investment Bank August 2005 - February 2009
Air Products Inc 1997 - 2000
Skills
Investment Banking, Trading Systems, Equity Swaps, Prime Brokerage, Sybase, Securities Lending, Equities, Risk Management, Asset Managment, Business Analysis, Financial Modeling, Middle Office
Education
Staffordshire University 1993 — 1997
Bachelor of Science (BSc), Computer Science
Barclays August 2012 - Present
UBS November 2011 - August 2012
UBS February 2009 - November 2011
UBS Investment Bank August 2005 - February 2009
Air Products Inc 1997 - 2000
Skills
Investment Banking, Trading Systems, Equity Swaps, Prime Brokerage, Sybase, Securities Lending, Equities, Risk Management, Asset Managment, Business Analysis, Financial Modeling, Middle Office
Education
Staffordshire University 1993 — 1997
Bachelor of Science (BSc), Computer Science
Daniel Aronov, PMP's UBS Experience January 2001 - November 2012
Job Consultant Information Management at Marsh & McLennan Companies, Inc.
Industry Information Technology and Services
Experience
Marsh & McLennan Companies, Inc. April 2013 - Present
Resources Global Professionals March 2013 - Present
UBS January 2001 - November 2012
Skills
SDLC, Sybase, Unix, Vendor Management, Requirements Analysis, Fixed Income, Oracle 9i, Java, JavaScript, SAP BW, Actuate Reporting, IT Project & Program..., Project Management, Requirements Gathering, Visio, Leadership, Business Analysis, Oracle, Agile Methodologies, IT Strategy, SharePoint, Analysis, SQL, Risk Management, DB2, IT Management, XML, Software Project..., Databases, Business Intelligence, PMO
Education
Stevens Institute of Technology 2001 — 2003
MS, Information Systems Management
Stony Brook University 1996 — 2001
Bachelor, Computer Science
Beer Hagolah
Technical Institute of America
Marsh & McLennan Companies, Inc. April 2013 - Present
Resources Global Professionals March 2013 - Present
UBS January 2001 - November 2012
Skills
SDLC, Sybase, Unix, Vendor Management, Requirements Analysis, Fixed Income, Oracle 9i, Java, JavaScript, SAP BW, Actuate Reporting, IT Project & Program..., Project Management, Requirements Gathering, Visio, Leadership, Business Analysis, Oracle, Agile Methodologies, IT Strategy, SharePoint, Analysis, SQL, Risk Management, DB2, IT Management, XML, Software Project..., Databases, Business Intelligence, PMO
Education
Stevens Institute of Technology 2001 — 2003
MS, Information Systems Management
Stony Brook University 1996 — 2001
Bachelor, Computer Science
Beer Hagolah
Technical Institute of America
Mark DiCintio's UBS Experience 1998 - 2001
Job Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp. July 2013 - Present
Knight Libertas LLC November 2009 - July 2013
Strategic Value Partners, LLC June 2004 - November 2009
JPMorgan Chase 2001 - 2004
UBS 1998 - 2001
Skills
Alternative Investments, Asset Management, Bankruptcy, Bloomberg, Bonds, Capital Markets, Credit, Credit Derivatives, Derivatives, Distressed Debt, Emerging Markets, Equities, Equity Derivatives, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Loans, Leveraged Finance, Management, Mergers, Portfolio Management, Private Equity, Risk Management, Securities, Series 7, Trading
Education
Long Island University-Westchester Campus
Master of Business Administration (MBA), Finance
State University of New York College at Oswego 1993 — 1997
The Hill School 1992 — 1993
Rye High School
Stifel Financial Corp. July 2013 - Present
Knight Libertas LLC November 2009 - July 2013
Strategic Value Partners, LLC June 2004 - November 2009
JPMorgan Chase 2001 - 2004
UBS 1998 - 2001
Skills
Alternative Investments, Asset Management, Bankruptcy, Bloomberg, Bonds, Capital Markets, Credit, Credit Derivatives, Derivatives, Distressed Debt, Emerging Markets, Equities, Equity Derivatives, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Loans, Leveraged Finance, Management, Mergers, Portfolio Management, Private Equity, Risk Management, Securities, Series 7, Trading
Education
Long Island University-Westchester Campus
Master of Business Administration (MBA), Finance
State University of New York College at Oswego 1993 — 1997
The Hill School 1992 — 1993
Rye High School
Kris Kagel's UBS Experience April 2001 - February 2011
Job Public Relations Manager at Voya Financial
Industry Public Relations and Communications
Experience
Voya Financial July 2015 - Present
JCPR April 2012 - June 2015
Accenture June 2011 - February 2012
UBS April 2001 - February 2011
EY April 1999 - April 2001
Skills
Marketing Communications, Social Media, Strategic Communications, Corporate Communications, Public Relations, Media Relations, Crisis Communications, Internal Communications, Press Releases, Content Development, Social Media Marketing, Strategy, Integrated Marketing, Crisis Management, Marketing, Leadership, Thought Leadership
Education
Syracuse University 1995 — 1996
MA, Public Relations
State University of New York at New Paltz 1991 — 1995
Voya Financial July 2015 - Present
JCPR April 2012 - June 2015
Accenture June 2011 - February 2012
UBS April 2001 - February 2011
EY April 1999 - April 2001
Skills
Marketing Communications, Social Media, Strategic Communications, Corporate Communications, Public Relations, Media Relations, Crisis Communications, Internal Communications, Press Releases, Content Development, Social Media Marketing, Strategy, Integrated Marketing, Crisis Management, Marketing, Leadership, Thought Leadership
Education
Syracuse University 1995 — 1996
MA, Public Relations
State University of New York at New Paltz 1991 — 1995
Caron Park's UBS Experience September 2001 - April 2003
Job Tech Lead BI Sales at Starwood Hotels & Resorts
Industry Hospitality
Experience
Starwood Hotels & Resorts August 2011 - Present
Accenture June 2009 - September 2011
Starwood Hotels & Resorts 2004 - June 2009
UBS September 2001 - April 2003
UBS Financial Services 2001 - 2003
Skills
Business Intelligence, Data Warehousing, Business Analysis, Analytics, ETL, Data Modeling, Vendor Management, IT Strategy, SDLC, Business Objects, Informatica, Dimensional Modeling, Performance Tuning, Data Integration, Requirements Gathering
Education
State University of New York at Buffalo - School of Management 1995 — 1999
BS, MIS
Stuyvesant
Starwood Hotels & Resorts August 2011 - Present
Accenture June 2009 - September 2011
Starwood Hotels & Resorts 2004 - June 2009
UBS September 2001 - April 2003
UBS Financial Services 2001 - 2003
Skills
Business Intelligence, Data Warehousing, Business Analysis, Analytics, ETL, Data Modeling, Vendor Management, IT Strategy, SDLC, Business Objects, Informatica, Dimensional Modeling, Performance Tuning, Data Integration, Requirements Gathering
Education
State University of New York at Buffalo - School of Management 1995 — 1999
BS, MIS
Stuyvesant
Danny Kwok, CISSP, CRISC's UBS Experience July 2007 - November 2010
Job Technology Risk Manager at Jennison Associates
Industry Financial Services
Experience
Jennison Associates October 2012 - Present
Ernst & Young November 2010 - October 2012
UBS July 2007 - November 2010
UBS May 2006 - August 2006
Calyon Investment Bank August 2005 - January 2006
Skills
IT Risk Management, IT Risk Governance, IT Infrastructure Risk..., Vulnerability Management, Risk Management, Risk Assessment, ITIL, IT Risk, COBIT, Business Continuity, Vendor Risk Management, Information Security..., Enterprise Risk..., Operational Risk..., CRISC, CISSP, Information Technology, Infrastructure, Governance, Information Security, Security
Education
Stevens Institute of Technology 2010 — 2014
Masters - MS, Management in Information Systems
Stevens Institute of Technology 2006 — 2007
Graduate Certificate, Project Management
Stevens Institute of Technology 2003 — 2007
Bachelors of Engineering - B.Eng, Computer Engineering
Jennison Associates October 2012 - Present
Ernst & Young November 2010 - October 2012
UBS July 2007 - November 2010
UBS May 2006 - August 2006
Calyon Investment Bank August 2005 - January 2006
Skills
IT Risk Management, IT Risk Governance, IT Infrastructure Risk..., Vulnerability Management, Risk Management, Risk Assessment, ITIL, IT Risk, COBIT, Business Continuity, Vendor Risk Management, Information Security..., Enterprise Risk..., Operational Risk..., CRISC, CISSP, Information Technology, Infrastructure, Governance, Information Security, Security
Education
Stevens Institute of Technology 2010 — 2014
Masters - MS, Management in Information Systems
Stevens Institute of Technology 2006 — 2007
Graduate Certificate, Project Management
Stevens Institute of Technology 2003 — 2007
Bachelors of Engineering - B.Eng, Computer Engineering
James Beickert's UBS Experience February 2007 - Present
Job Investment Associate
Industry Financial Services
Experience
Merrill Lynch 2009 - Present
UBS February 2007 - Present
UBS Private Wealth Management 2007 - Present
Education
State University of New York College at Oneonta 2001 — 2004
Patchogue-Medford 1997 — 2000
Merrill Lynch 2009 - Present
UBS February 2007 - Present
UBS Private Wealth Management 2007 - Present
Education
State University of New York College at Oneonta 2001 — 2004
Patchogue-Medford 1997 — 2000
Shifee Losacco's UBS Experience July 2005 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS July 2005 - Present
UBS - InSearch 2005 - Present
UBS Investment Bank 2005 - Present
Banc of America Securities July 1990 - May 2005
Banc of America Securites 1990 - 2005
Montgomery Securities 1990 - 1997
Education
State University of New York at New Paltz 1979 — 1983
BA, Theatre Arts
UBS July 2005 - Present
UBS - InSearch 2005 - Present
UBS Investment Bank 2005 - Present
Banc of America Securities July 1990 - May 2005
Banc of America Securites 1990 - 2005
Montgomery Securities 1990 - 1997
Education
State University of New York at New Paltz 1979 — 1983
BA, Theatre Arts
John L. Sullivan II's UBS Experience March 2011 - Present
Job Senior Vice President at UBS Wealth Management
Industry Investment Management
Experience
UBS March 2011 - Present
Jefferies & Company, Inc. October 2007 - March 2011
Credit Suisse Private Bank USA April 1999 - October 2007
Education
Stanford University
Bachelor of Arts
UBS March 2011 - Present
Jefferies & Company, Inc. October 2007 - March 2011
Credit Suisse Private Bank USA April 1999 - October 2007
Education
Stanford University
Bachelor of Arts
Daniel Nickolich's UBS Experience August 1997 - Present
Job Supervisory Analyst at UBS Securities
Industry Investment Banking
Experience
UBS August 1997 - Present
Federal Reserve Bank of New York July 1994 - July 1997
Skills
Investment Banking, Securities, Series 7, Equity Research, Bloomberg, Equities, Capital Markets
Education
Stanford University Graduate School of Business 1991 — 1993
MBA, Finance, Public Management
Tufts University 1983 — 1987
BA, Economics
UBS August 1997 - Present
Federal Reserve Bank of New York July 1994 - July 1997
Skills
Investment Banking, Securities, Series 7, Equity Research, Bloomberg, Equities, Capital Markets
Education
Stanford University Graduate School of Business 1991 — 1993
MBA, Finance, Public Management
Tufts University 1983 — 1987
BA, Economics
Jason Richeda's UBS Experience May 2015 - Present
Job Senior Project Manager PMO
Industry Information Technology and Services
Experience
UBS May 2015 - Present
Royal Bank of Scotland June 2013 - May 2015
Viridian Energy June 2012 - June 2013
Prudential Financial May 2010 - June 2012
GE Capital Treasury May 2008 - February 2010
GE Commercial Finance March 1999 - May 2008
Skills
Program Management, Process Improvement, Vendor Management, SDLC, Project Portfolio..., Business Analysis, Project Management, PMO, Change Management, Risk Management, IT Strategy, Business Process..., Cross-functional Team..., Resource Management, Requirements Analysis, Integration, Software Project..., Business Process, Requirements Gathering, Project Delivery, Business Intelligence, Data Warehousing, Governance, IT Management, PMP, Visio, MS Project, Six Sigma, Management, Service Delivery, IT Service Management
Education
State University of New York College at Oswego 1994 — 1998
BA, Communications
UBS May 2015 - Present
Royal Bank of Scotland June 2013 - May 2015
Viridian Energy June 2012 - June 2013
Prudential Financial May 2010 - June 2012
GE Capital Treasury May 2008 - February 2010
GE Commercial Finance March 1999 - May 2008
Skills
Program Management, Process Improvement, Vendor Management, SDLC, Project Portfolio..., Business Analysis, Project Management, PMO, Change Management, Risk Management, IT Strategy, Business Process..., Cross-functional Team..., Resource Management, Requirements Analysis, Integration, Software Project..., Business Process, Requirements Gathering, Project Delivery, Business Intelligence, Data Warehousing, Governance, IT Management, PMP, Visio, MS Project, Six Sigma, Management, Service Delivery, IT Service Management
Education
State University of New York College at Oswego 1994 — 1998
BA, Communications
Joseph Gravano's UBS Experience 2004 - 2008
Job Senior Associate at UBS
Industry Information Technology and Services
Experience
UBS Wealth Management developerUBS2004 - 2008
UBS 2004 - 2008
CSFB 1992 - 1998
Education
State University of New York College at Geneseo 1979 — 1981
UBS Wealth Management developerUBS2004 - 2008
UBS 2004 - 2008
CSFB 1992 - 1998
Education
State University of New York College at Geneseo 1979 — 1981
Chris Martusewicz, CPA, MBA's UBS Experience June 2004 - August 2005
Job Vice President of Finance at Toshiba Business Solutions North Central Region
Industry Accounting
Experience
Toshiba Business Solutions - North Central Region January 2013 - Present
AV Solutions 2009 - Present
Yacht Club Cove HOA October 2013 - Present
Lifespan of Greater Rochester June 2011 - Present
Toshiba Business Solutions - NorthCentral September 2009 - December 2012
Young Entrepreneurs Academy 2012 - 2012
PricewaterhouseCoopers September 2007 - September 2009
Deloitte & Touche 2006 - 2006
UBS June 2004 - August 2005
Skills
Cash Flow Forecasting, Construction Accounting, Strategic Planning, Project Management, Software Implementation, Financial Reporting, Accounting, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Analysis, GAAP, Financial Accounting, General Ledger, Forecasting, Strategic Financial..., Business Process..., Profit Maximization, Sarbanes-Oxley, Leadership, Financial Audits, Process Improvement, Budgets, Team Leadership, Finance, Variance Analysis, US GAAP, Revenue Recognition, Strategy, External Audit, Management, SEC filings, CPA, Assurance, Managerial Finance, Cash Flow, Hyperion Enterprise, Cost Accounting
Education
Rochester Institute of Technology 2011 — 2012
MBA, Business Administration and Management, General
State University of New York College at Geneseo 2004 — 2007
Bachelors of Science, Accounting
Geneseo Central School
Regents Diploma
Toshiba Business Solutions - North Central Region January 2013 - Present
AV Solutions 2009 - Present
Yacht Club Cove HOA October 2013 - Present
Lifespan of Greater Rochester June 2011 - Present
Toshiba Business Solutions - NorthCentral September 2009 - December 2012
Young Entrepreneurs Academy 2012 - 2012
PricewaterhouseCoopers September 2007 - September 2009
Deloitte & Touche 2006 - 2006
UBS June 2004 - August 2005
Skills
Cash Flow Forecasting, Construction Accounting, Strategic Planning, Project Management, Software Implementation, Financial Reporting, Accounting, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Analysis, GAAP, Financial Accounting, General Ledger, Forecasting, Strategic Financial..., Business Process..., Profit Maximization, Sarbanes-Oxley, Leadership, Financial Audits, Process Improvement, Budgets, Team Leadership, Finance, Variance Analysis, US GAAP, Revenue Recognition, Strategy, External Audit, Management, SEC filings, CPA, Assurance, Managerial Finance, Cash Flow, Hyperion Enterprise, Cost Accounting
Education
Rochester Institute of Technology 2011 — 2012
MBA, Business Administration and Management, General
State University of New York College at Geneseo 2004 — 2007
Bachelors of Science, Accounting
Geneseo Central School
Regents Diploma
Francine Villodas's UBS Experience October 1999 - January 2004
Job Paralegal at Simon Haysom LLC
Industry Legal Services
Experience
Simon Haysom LLC June 2004 - Present
UBS October 1999 - January 2004
PaineWebber November 1997 - October 1999
Skills
Legal Research, Litigation, Westlaw, Legal Writing, Civil Litigation, Document Review, Pleadings, Litigation Support, Trials, Courts, Commercial Litigation, Personal Injury, Family Law, Legal Documents, Customer Service, Microsoft Office, Microsoft Word, Event Planning, Strategic Planning
Education
University of Bridgeport 1997 — 1999
Human Resources Development
State University of New York College at Brockport 1973 — 1975
Bachelor of Science (BS), Political Science & Sociology
Simon Haysom LLC June 2004 - Present
UBS October 1999 - January 2004
PaineWebber November 1997 - October 1999
Skills
Legal Research, Litigation, Westlaw, Legal Writing, Civil Litigation, Document Review, Pleadings, Litigation Support, Trials, Courts, Commercial Litigation, Personal Injury, Family Law, Legal Documents, Customer Service, Microsoft Office, Microsoft Word, Event Planning, Strategic Planning
Education
University of Bridgeport 1997 — 1999
Human Resources Development
State University of New York College at Brockport 1973 — 1975
Bachelor of Science (BS), Political Science & Sociology
Colin Funk's UBS Experience October 1999 - November 2002
Job Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2012 - Present
Fisher Investments December 2010 - June 2012
Fisher Investments December 2009 - November 2010
Fisher Investments November 2002 - November 2009
UBS October 1999 - November 2002
Education
University of California, Santa Barbara 1994 — 1999
Stanford University
Fisher Investments June 2012 - Present
Fisher Investments December 2010 - June 2012
Fisher Investments December 2009 - November 2010
Fisher Investments November 2002 - November 2009
UBS October 1999 - November 2002
Education
University of California, Santa Barbara 1994 — 1999
Stanford University
Derek Ives's UBS Experience 2008 - Present
Job Business Analyst / Product Management at UBS
Industry Computer Networking
Experience
UBS 2008 - Present
Stevens Institute of Technology August 2007 - May 2008
ADP May 2007 - August 2007
ADP September 2006 - December 2006
Lehman Brothers January 2006 - May 2006
ADP May 2005 - August 2005
ADP September 2004 - December 2004
Skills
Business Objects, Microsoft Office 2010, Windows 7
Education
Stevens Institute of Technology 2003 — 2008
B.E., Computer Engineering
UBS 2008 - Present
Stevens Institute of Technology August 2007 - May 2008
ADP May 2007 - August 2007
ADP September 2006 - December 2006
Lehman Brothers January 2006 - May 2006
ADP May 2005 - August 2005
ADP September 2004 - December 2004
Skills
Business Objects, Microsoft Office 2010, Windows 7
Education
Stevens Institute of Technology 2003 — 2008
B.E., Computer Engineering
Elizabeth (Altstadt) Westervelt's UBS Experience January 2004 - October 2007
Job HR Generalist
Industry Renewables & Environment
Experience
UBS January 2004 - October 2007
Fleet Boston Financial (BOA) October 2003 - January 2004
Skills
Talent Acquisition, Process Improvement, Recruiting, Financial Services, Change Management, Risk Management, Customer Service, Public Speaking, Performance Management, Sales, Employee Relations
Education
State University of New York at New Paltz 2002 — 2003
MBA, Business Managment
State University of New York at New Paltz 1999 — 2001
BS, Business Administration
UBS January 2004 - October 2007
Fleet Boston Financial (BOA) October 2003 - January 2004
Skills
Talent Acquisition, Process Improvement, Recruiting, Financial Services, Change Management, Risk Management, Customer Service, Public Speaking, Performance Management, Sales, Employee Relations
Education
State University of New York at New Paltz 2002 — 2003
MBA, Business Managment
State University of New York at New Paltz 1999 — 2001
BS, Business Administration
John Konior's UBS Experience April 1997 - July 1999
Job Assistant to the City Manager
Industry Government Administration
Experience
City of Urbandale July 2006 - Present
Bradson Corporation May 2006 - July 2006
City of Germantown July 2005 - March 2006
City of Germantown January 2002 - June 2005
Center for Economic Growth 2001 - 2001
CFIC, Inc. 2001 - 2001
UBS April 1997 - July 1999
Sears, Roebuck and Co. June 1995 - March 1997
Skills
Public Sector, Public Budgeting, Capital Budgeting, Financial Analysis, Benefits Administration, Risk Management, Workers Compensation, Energy Efficiency, Leadership, Policy Analysis, Community Development, Budgets, Grant Writing, Strategy, Government, Local Government, Public Speaking, Training
Education
State University of New York at Albany 1999 — 2001
Masters in Public Administration (MPA), Local Government and Finance
State University of New York College at Fredonia 1993 — 1995
B.A., Political Science
University College Cork 1994 — 1994
City of Urbandale July 2006 - Present
Bradson Corporation May 2006 - July 2006
City of Germantown July 2005 - March 2006
City of Germantown January 2002 - June 2005
Center for Economic Growth 2001 - 2001
CFIC, Inc. 2001 - 2001
UBS April 1997 - July 1999
Sears, Roebuck and Co. June 1995 - March 1997
Skills
Public Sector, Public Budgeting, Capital Budgeting, Financial Analysis, Benefits Administration, Risk Management, Workers Compensation, Energy Efficiency, Leadership, Policy Analysis, Community Development, Budgets, Grant Writing, Strategy, Government, Local Government, Public Speaking, Training
Education
State University of New York at Albany 1999 — 2001
Masters in Public Administration (MPA), Local Government and Finance
State University of New York College at Fredonia 1993 — 1995
B.A., Political Science
University College Cork 1994 — 1994
Denise Faulkner's UBS Experience May 2014 - November 2014
Job Senior Communications Consultant at MetLife
Industry Public Relations and Communications
Experience
UBS May 2014 - November 2014
UBS October 2012 - June 2013
UBS March 2010 - August 2011
UBS June 2004 - March 2010
Crown Relocations 2003 - 2004
Evins Communications 2002 - 2003
Brodeur Worldwide 2000 - 2001
Barclays Capital 1999 - 2000
The Conference Board 1998 - 1999
Skills
Strategic Communications, Internal Communications, Corporate Communications, Communications Planning, Event Planning, Media Relations, International Relations, Crisis Communications, Public Relations, Management
Education
State University of New York College at Brockport 1994 — 1998
Bachelor of Science, Political Science
UBS May 2014 - November 2014
UBS October 2012 - June 2013
UBS March 2010 - August 2011
UBS June 2004 - March 2010
Crown Relocations 2003 - 2004
Evins Communications 2002 - 2003
Brodeur Worldwide 2000 - 2001
Barclays Capital 1999 - 2000
The Conference Board 1998 - 1999
Skills
Strategic Communications, Internal Communications, Corporate Communications, Communications Planning, Event Planning, Media Relations, International Relations, Crisis Communications, Public Relations, Management
Education
State University of New York College at Brockport 1994 — 1998
Bachelor of Science, Political Science
Erik Dong's UBS Experience January 2007 - April 2012
Job Project Management at Traiana
Industry Financial Services
Experience
Traiana May 2012 - Present
UBS January 2007 - April 2012
Spherion February 2006 - January 2007
Societe Generale May 2003 - February 2006
Skills
FX Options, Market Data, Trading Systems, Financial Markets, Electronic Trading, Prime Brokerage, Hedge Funds, Business Analysis, Bloomberg, Trading, Equities, FX trading, Banking, Investment Banking
Education
SUNY Geneseo 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Traiana May 2012 - Present
UBS January 2007 - April 2012
Spherion February 2006 - January 2007
Societe Generale May 2003 - February 2006
Skills
FX Options, Market Data, Trading Systems, Financial Markets, Electronic Trading, Prime Brokerage, Hedge Funds, Business Analysis, Bloomberg, Trading, Equities, FX trading, Banking, Investment Banking
Education
SUNY Geneseo 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Vincent Kusy's UBS Experience June 2015 - Present
Job Associate Director, Compliance Officer at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
Murphy & Durieu October 2008 - February 2015
Merriman Curhan Ford & Co. October 2006 - August 2008
Moors & Cabot April 2004 - October 2006
Deutsche Bank June 2002 - March 2004
NDB Capital Markets October 1995 - June 2002
Skills
Electronic Trading, Trading, Equity Trading, Equities, Bloomberg, Equity Research, Trading Systems, Traders, Series 7, Capital Markets, Financial Markets, Series 63, Securities, FINRA, Series 24, Series 55, Hedge Funds, Market Making, Options, Proprietary Trading
Education
State University of New York College at Oneonta 1990 — 1994
Bachelor of Science (B.S.), Business/Managerial Economics
UBS June 2015 - Present
Murphy & Durieu October 2008 - February 2015
Merriman Curhan Ford & Co. October 2006 - August 2008
Moors & Cabot April 2004 - October 2006
Deutsche Bank June 2002 - March 2004
NDB Capital Markets October 1995 - June 2002
Skills
Electronic Trading, Trading, Equity Trading, Equities, Bloomberg, Equity Research, Trading Systems, Traders, Series 7, Capital Markets, Financial Markets, Series 63, Securities, FINRA, Series 24, Series 55, Hedge Funds, Market Making, Options, Proprietary Trading
Education
State University of New York College at Oneonta 1990 — 1994
Bachelor of Science (B.S.), Business/Managerial Economics
nancy a troop's UBS Experience 1997 - 2006
Job Contract Recruiter at ConEdison Solutions
Industry Financial Services
Experience
ConEdison Solutions August 2015 - Present
Starwood Capital Group August 2014 - April 2015
MasterCard August 2013 - March 2014
Noble Americas December 2011 - January 2013
Statoil November 2010 - December 2011
Frontier Communications June 2009 - April 2010
OpHedge Investment Services October 2007 - August 2008
RBS Greenwich Capital March 2006 - September 2007
UBS 1997 - 2006
Skills
Front, Middle & Back..., Talent Acquisition, Onboarding, Vendor Management, Strategy, Start-ups, Experience in various...
Education
SUNY Oneonta
ConEdison Solutions August 2015 - Present
Starwood Capital Group August 2014 - April 2015
MasterCard August 2013 - March 2014
Noble Americas December 2011 - January 2013
Statoil November 2010 - December 2011
Frontier Communications June 2009 - April 2010
OpHedge Investment Services October 2007 - August 2008
RBS Greenwich Capital March 2006 - September 2007
UBS 1997 - 2006
Skills
Front, Middle & Back..., Talent Acquisition, Onboarding, Vendor Management, Strategy, Start-ups, Experience in various...
Education
SUNY Oneonta
Fogle, Bobby J.'s UBS Experience February 2009 - Present
Job Senior Vice President Wealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS February 2009 - Present
UBS February 2009 - Present
AXIP 2004 - 2015
AXIP 2004 - 2015
Morgan Stanley January 1984 - September 2009
Education
Stephen F. Austin State University 1977 — 1981
Bachelor of Business Administration (BBA), Finance and Financial Management Services
UBS February 2009 - Present
UBS February 2009 - Present
AXIP 2004 - 2015
AXIP 2004 - 2015
Morgan Stanley January 1984 - September 2009
Education
Stephen F. Austin State University 1977 — 1981
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Tracy H Eichler's UBS Experience 1992 - 2005
Job Wealth Management Advocacy for Regulatory, and Legislative Reform
Industry Financial Services
Experience
SIFMA March 2011 - Present
Citigroup June 2007 - November 2009
Merrill Lynch March 2006 - June 2007
UBS 1992 - 2005
PaineWebber (now UBS) 1992 - 2000
Skills
Marketing Strategy, Regulatory Affairs, Legislative Advocacy, Public Speaking, Product Development, Financial Regulation, Securities Regulation, Marketing Research, Etf, Structured Products, Annuities, Equity Research, Equity Trading, Media Relations, Mutual Funds, Global Strategy, ETFs, Series 7, Asset Management, Fixed Annuities, Wealth Management, Equities, Portfolio Management, Financial Services
Education
University of Pennsylvania - The Wharton School 2014 — 2016
State University of New York College at Buffalo 1982 — 1986
BA
Pohs Institute
Licensed
SIFMA March 2011 - Present
Citigroup June 2007 - November 2009
Merrill Lynch March 2006 - June 2007
UBS 1992 - 2005
PaineWebber (now UBS) 1992 - 2000
Skills
Marketing Strategy, Regulatory Affairs, Legislative Advocacy, Public Speaking, Product Development, Financial Regulation, Securities Regulation, Marketing Research, Etf, Structured Products, Annuities, Equity Research, Equity Trading, Media Relations, Mutual Funds, Global Strategy, ETFs, Series 7, Asset Management, Fixed Annuities, Wealth Management, Equities, Portfolio Management, Financial Services
Education
University of Pennsylvania - The Wharton School 2014 — 2016
State University of New York College at Buffalo 1982 — 1986
BA
Pohs Institute
Licensed
Misti Day's UBS Experience February 2002 - March 2003
Job Sr. Director, Operational Accounting at Spark Energy
Industry Oil & Energy
Experience
Spark Energy April 2011 - Present
Direct Energy March 2005 - April 2011
Synagro April 2003 - March 2005
UBS February 2002 - March 2003
Enron June 1999 - February 2002
Skills
Natural Gas, Financial Analysis, Accounting, Energy, Analysis, SAP, Compliance, Excel, Data Analysis, Process Improvement, Gas, Financial Accounting, IFRS, US GAAP, SEC filings, Microsoft Excel, General Ledger, Energy Markets, Accruals
Education
Stephen F. Austin State University 1994 — 1999
MPA, Accounting
Spark Energy April 2011 - Present
Direct Energy March 2005 - April 2011
Synagro April 2003 - March 2005
UBS February 2002 - March 2003
Enron June 1999 - February 2002
Skills
Natural Gas, Financial Analysis, Accounting, Energy, Analysis, SAP, Compliance, Excel, Data Analysis, Process Improvement, Gas, Financial Accounting, IFRS, US GAAP, SEC filings, Microsoft Excel, General Ledger, Energy Markets, Accruals
Education
Stephen F. Austin State University 1994 — 1999
MPA, Accounting
James Chu's UBS Experience June 2007 - August 2007
Job Actuarial Associate at Kaiser Permanente
Industry Insurance
Experience
Kaiser Permanente September 2012 - Present
Milliman January 2010 - September 2012
Bain and Company August 2008 - January 2010
UBS June 2007 - August 2007
Toyon Hall September 2006 - June 2007
Skills
Insurance, Data Analysis, Analysis, Financial Analysis, Overcome Obstacles, Strategy, Budgets, Management Consulting, Risk Management, Microsoft Excel, Actuarial Science, Business Strategy, Logistics, Intuitive Eating, Event Planning, Mediation, Financial Modeling, Leadership, Project Planning, Team Leadership, Planning
Education
Stanford University 2004 — 2008
B.S. and M.S, Management Science and Engineering
Kaiser Permanente September 2012 - Present
Milliman January 2010 - September 2012
Bain and Company August 2008 - January 2010
UBS June 2007 - August 2007
Toyon Hall September 2006 - June 2007
Skills
Insurance, Data Analysis, Analysis, Financial Analysis, Overcome Obstacles, Strategy, Budgets, Management Consulting, Risk Management, Microsoft Excel, Actuarial Science, Business Strategy, Logistics, Intuitive Eating, Event Planning, Mediation, Financial Modeling, Leadership, Project Planning, Team Leadership, Planning
Education
Stanford University 2004 — 2008
B.S. and M.S, Management Science and Engineering
Monique Wise's UBS Experience January 2014 - Present
Job Director of Internal Communications/Americas at UBS
Industry Financial Services
Experience
UBS January 2014 - Present
Barclays Wealth and Investment Management October 2012 - December 2013
Barclays Wealth and Investment Management October 2008 - October 2012
Lehman Brothers March 2008 - September 2008
Lehman Brothers July 2004 - February 2008
Chiquita Brands January 2003 - June 2004
Bloomberg News January 1996 - January 2003
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
Masters, European Studies, Economics
Stanford University 1985 — 1990
BA, English
UBS January 2014 - Present
Barclays Wealth and Investment Management October 2012 - December 2013
Barclays Wealth and Investment Management October 2008 - October 2012
Lehman Brothers March 2008 - September 2008
Lehman Brothers July 2004 - February 2008
Chiquita Brands January 2003 - June 2004
Bloomberg News January 1996 - January 2003
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
Masters, European Studies, Economics
Stanford University 1985 — 1990
BA, English
Jeff Overton's UBS Experience March 2008 - December 2008
Job Assistant Vice President TPA Oversight Manager at Enstar Group, LTD
Industry Banking
Experience
Enstar Group, LTD May 2009 - Present
UBS March 2008 - December 2008
Skills
Bloomberg, Fixed Income, Middle Office, Derivatives, DTC, Securities, Swaps, Bloomberg Terminal, CDS
Education
State University of New York at New Paltz 2003 — 2007
B.S, Finance
Enstar Group, LTD May 2009 - Present
UBS March 2008 - December 2008
Skills
Bloomberg, Fixed Income, Middle Office, Derivatives, DTC, Securities, Swaps, Bloomberg Terminal, CDS
Education
State University of New York at New Paltz 2003 — 2007
B.S, Finance
Michael J. Cerminaro's UBS Experience April 1997 - April 2000
Job President & Chief Executive Officer at Cerminaro Group LLC
Industry Venture Capital & Private Equity
Experience
Cerminaro Group LLC 2013 - Present
Sound Harbor Partners 2009 - September 2013
BlackRock, Inc. April 2000 - November 2008
UBS April 1997 - April 2000
NationsBanc Capital Markets NA February 1985 - April 1997
Skills
Mergers & Acquisitions, Management, Portfolio Management, Emerging Markets, Fixed Income, Investments, Venture Capital, Capital, Financial Modeling, Hedge Funds, Entrepreneurship, Finance, Leveraged Finance, Financial Structuring, Structured Finance, Corporate Development, Investor Relations, Restructuring, LBO, Private Placements, Funding, Securities, Investment Strategies, Business Valuation, Corporate Finance
Education
Texas A&M University - Mays Business School 1982 — 1984
MBA, Finance
State University of New York College at Brockport 1980 — 1982
BS, Business Administration & Economics
Cerminaro Group LLC 2013 - Present
Sound Harbor Partners 2009 - September 2013
BlackRock, Inc. April 2000 - November 2008
UBS April 1997 - April 2000
NationsBanc Capital Markets NA February 1985 - April 1997
Skills
Mergers & Acquisitions, Management, Portfolio Management, Emerging Markets, Fixed Income, Investments, Venture Capital, Capital, Financial Modeling, Hedge Funds, Entrepreneurship, Finance, Leveraged Finance, Financial Structuring, Structured Finance, Corporate Development, Investor Relations, Restructuring, LBO, Private Placements, Funding, Securities, Investment Strategies, Business Valuation, Corporate Finance
Education
Texas A&M University - Mays Business School 1982 — 1984
MBA, Finance
State University of New York College at Brockport 1980 — 1982
BS, Business Administration & Economics
Lesley Daniels Webster's UBS Experience 1990 - 1994
Job Director at MarketAxess
Industry Capital Markets
Experience
MarketAxess 2013 - Present
Manulife Financial October 2012 - Present
Daniels Webster Capital Advisors 2006 - Present
jp morgan 1994 - 2006
JPMorgan 1994 - 2005
UBS 1990 - 1994
Skills
Capital Markets, Hedge Funds, Fixed Income, Derivatives, Operational Risk, Banking, Risk Management, Investment Banking, Portfolio Management, Bloomberg, Equities, Securities, Management
Education
Stanford University 1973 — 1978
Ph.D., Economics
MarketAxess 2013 - Present
Manulife Financial October 2012 - Present
Daniels Webster Capital Advisors 2006 - Present
jp morgan 1994 - 2006
JPMorgan 1994 - 2005
UBS 1990 - 1994
Skills
Capital Markets, Hedge Funds, Fixed Income, Derivatives, Operational Risk, Banking, Risk Management, Investment Banking, Portfolio Management, Bloomberg, Equities, Securities, Management
Education
Stanford University 1973 — 1978
Ph.D., Economics
Christina Ji's UBS Experience
Job Senior Associate at UBS
Industry Investment Banking
Experience
UBS
Skills
Sybase, DB2, Trading Systems, Business Analysis, Databases, Unix, Data Warehousing, SDLC
Education
Stevens Institute of Technology 2004 — 2006
MSIS, Information Systems
UBS
Skills
Sybase, DB2, Trading Systems, Business Analysis, Databases, Unix, Data Warehousing, SDLC
Education
Stevens Institute of Technology 2004 — 2006
MSIS, Information Systems
patricia cowart's UBS Experience 1988 - 2004
Job Special Company Counsel at Wells Fargo
Industry Legal Services
Experience
Wells Fargo 2013 - Present
Wells Fargo Advisors 2009 - 2013
Wachovia Securities March 2004 - December 2008
UBS 1988 - 2004
Ruden McClosky October 1982 - December 1987
Education
University of Florida - Fredric G. Levin College of Law 1976 — 1978
J.D.
Stetson University 1971 — 1975
BA, Political Science, Spanish
Wells Fargo 2013 - Present
Wells Fargo Advisors 2009 - 2013
Wachovia Securities March 2004 - December 2008
UBS 1988 - 2004
Ruden McClosky October 1982 - December 1987
Education
University of Florida - Fredric G. Levin College of Law 1976 — 1978
J.D.
Stetson University 1971 — 1975
BA, Political Science, Spanish
Charles Kern's UBS Experience September 1999 - October 2010
Job Managing Member at Pilot Investment Services
Industry Financial Services
Experience
Pilot Investment Services, LLC August 2015 - Present
Pilot Portfolio Management May 2013 - July 2015
Scott & Stringfellow October 2010 - March 2013
UBS September 1999 - October 2010
Merrill Lynch 1993 - 1999
US Air Force January 1985 - December 1992
Skills
Risk Management, Series 7, Asset Managment, Financial Analysis, Portfolio Management, Strategic Financial..., Securities, Equities, Asset Management, Financial Modeling, Alternative Investments, Investments, Fixed Income, Wealth Management, Retirement Planning, Financial Services
Education
U.S. Air Force Institute of Technology 1990 — 1991
MS, Cost Analysis
State University of New York Maritime College 1981 — 1985
BE, Electrical Engineering
Pilot Investment Services, LLC August 2015 - Present
Pilot Portfolio Management May 2013 - July 2015
Scott & Stringfellow October 2010 - March 2013
UBS September 1999 - October 2010
Merrill Lynch 1993 - 1999
US Air Force January 1985 - December 1992
Skills
Risk Management, Series 7, Asset Managment, Financial Analysis, Portfolio Management, Strategic Financial..., Securities, Equities, Asset Management, Financial Modeling, Alternative Investments, Investments, Fixed Income, Wealth Management, Retirement Planning, Financial Services
Education
U.S. Air Force Institute of Technology 1990 — 1991
MS, Cost Analysis
State University of New York Maritime College 1981 — 1985
BE, Electrical Engineering
Dakshina Balijepalli's UBS Experience August 2015 - Present
Job Websphere Consultant at MDMS Recruiting, LLC
Industry Information Technology and Services
Experience
UBS August 2015 - Present
Encode, Inc /IBM March 2015 - Present
JPMorgan Chase September 2012 - March 2014
AIG October 2011 - June 2012
Mahi Consulting January 2000 - February 2012
Skills
Apache, AIX, Unix, Linux, Web Services, Middleware, IBM AIX, SDLC, WebLogic, WebSphere Application..., WebSphere, Tomcat
Education
State University of New York College at Old Westbury 1993 — 1998
Bachelor of Arts (B.A.), American/United States Studies/Civilization
State University of New York College at Old Westbury 1993 — 1998
Bachelor's degree, Computer and Information Sciences and Support Services
UBS August 2015 - Present
Encode, Inc /IBM March 2015 - Present
JPMorgan Chase September 2012 - March 2014
AIG October 2011 - June 2012
Mahi Consulting January 2000 - February 2012
Skills
Apache, AIX, Unix, Linux, Web Services, Middleware, IBM AIX, SDLC, WebLogic, WebSphere Application..., WebSphere, Tomcat
Education
State University of New York College at Old Westbury 1993 — 1998
Bachelor of Arts (B.A.), American/United States Studies/Civilization
State University of New York College at Old Westbury 1993 — 1998
Bachelor's degree, Computer and Information Sciences and Support Services
Jim Buatti's UBS Experience October 1998 - February 2007
Job Financial Advisor, Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2008 - Present
San Francisco CA February 2007 - November 2008
UBS October 1998 - February 2007
Education
Stanford University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. November 2008 - Present
San Francisco CA February 2007 - November 2008
UBS October 1998 - February 2007
Education
Stanford University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Alex Valvis's UBS Experience May 2007 - August 2007
Job Patent Examiner at USPTO
Industry Defense & Space
Experience
USPTO July 2012 - Present
BAE Systems June 2008 - February 2011
Datascope January 2006 - May 2008
UBS May 2007 - August 2007
Compounding Engineering Solutions May 2005 - September 2005
Lovett Silverman Construction Consultants August 2004 - January 2005
Skills
Mechanical Analysis, Systems Engineering, Mechanical Engineering, Pro Engineer, Solidworks, Engineering
Education
Stevens Institute of Technology 2006 — 2008
Masters, Systems Engineering
Stevens Institute of Technology 2003 — 2008
Bachelor of Engineering, Mechanical Engineer
USPTO July 2012 - Present
BAE Systems June 2008 - February 2011
Datascope January 2006 - May 2008
UBS May 2007 - August 2007
Compounding Engineering Solutions May 2005 - September 2005
Lovett Silverman Construction Consultants August 2004 - January 2005
Skills
Mechanical Analysis, Systems Engineering, Mechanical Engineering, Pro Engineer, Solidworks, Engineering
Education
Stevens Institute of Technology 2006 — 2008
Masters, Systems Engineering
Stevens Institute of Technology 2003 — 2008
Bachelor of Engineering, Mechanical Engineer
Gina Pugach's UBS Experience June 2015 - Present
Job Wealth Planning Analyst at UBS
Industry Banking
Experience
UBS June 2015 - Present
U.S. Trust March 2014 - June 2015
US Trust September 2010 - March 2014
Bank of America March 2008 - September 2010
Skills
Investments, Portfolio Management, Asset Management, Customer Service, Finance, Financial Planning, Relationship Management
Education
State University of New York College at Oswego 2002 — 2006
Bachelor's degree, Public Justice
Albany high school
UBS June 2015 - Present
U.S. Trust March 2014 - June 2015
US Trust September 2010 - March 2014
Bank of America March 2008 - September 2010
Skills
Investments, Portfolio Management, Asset Management, Customer Service, Finance, Financial Planning, Relationship Management
Education
State University of New York College at Oswego 2002 — 2006
Bachelor's degree, Public Justice
Albany high school
Ryan Bliss's UBS Experience June 2004 - August 2004
Job Vice President at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust January 2015 - Present
Bessemer Trust January 2013 - December 2014
Bessemer Trust January 2012 - December 2012
Bessemer Trust June 2010 - December 2011
Deutsche Bank Trust Company Americas November 2007 - November 2009
Deutsche Bank Trust Company Americas August 2005 - November 2007
UBS June 2004 - August 2004
Skills
Investments, Asset Allocation, Portfolio Management, Alternative Investments, Equities, Series 7, Investment Management, Wealth Management, Hedge Funds, Series 63, Bloomberg, Asset Managment, Investment Strategies, Financial Services, High Net Worth..., Retirement Planning, Private Banking, Financial Advisory, Estate Planning, Trusts, Asset Management, Mutual Funds, Investment Advisory, Fixed Income, ETFs, Derivatives, Wealth Management..., Financial Analysis, Finance, Bloomberg Terminal, Strategic Financial..., CTFA
Education
Hofstra University - Frank G. Zarb School of Business 2006 — 2009
Master of Business Administration (M.B.A.)
State University of New York at Buffalo - School of Management 2001 — 2005
Bachelor of Science, Business Administration; Finance
Syosset High School 1997 — 2001
Bessemer Trust January 2015 - Present
Bessemer Trust January 2013 - December 2014
Bessemer Trust January 2012 - December 2012
Bessemer Trust June 2010 - December 2011
Deutsche Bank Trust Company Americas November 2007 - November 2009
Deutsche Bank Trust Company Americas August 2005 - November 2007
UBS June 2004 - August 2004
Skills
Investments, Asset Allocation, Portfolio Management, Alternative Investments, Equities, Series 7, Investment Management, Wealth Management, Hedge Funds, Series 63, Bloomberg, Asset Managment, Investment Strategies, Financial Services, High Net Worth..., Retirement Planning, Private Banking, Financial Advisory, Estate Planning, Trusts, Asset Management, Mutual Funds, Investment Advisory, Fixed Income, ETFs, Derivatives, Wealth Management..., Financial Analysis, Finance, Bloomberg Terminal, Strategic Financial..., CTFA
Education
Hofstra University - Frank G. Zarb School of Business 2006 — 2009
Master of Business Administration (M.B.A.)
State University of New York at Buffalo - School of Management 2001 — 2005
Bachelor of Science, Business Administration; Finance
Syosset High School 1997 — 2001
William Vasquez's UBS Experience November 2004 - October 2009
Job Network Security Analyst
Industry Information Technology and Services
Experience
Gen Re April 2013 - November 2014
AIG 2011 - 2013
Diageo April 2010 - February 2011
UBS November 2004 - October 2009
JPMorgan Chase (Consultant) August 2001 - October 2004
zUniversity.com April 2000 - July 2001
Internet.com November 1999 - March 2000
Bristol-Myers-Squibb/Clairol Inc September 1998 - November 1999
William Vasquez July 1997 - September 1998
Skills
Disaster Recovery, XP, Switches, Technical Support, Microsoft Exchange, Active Directory, Firewalls, VPN, Antivirus, Blackberry Enterprise..., Data Center, Help Desk Support, Incident Management, Network Security, Operating Systems, Security, Software Installation, System Administration, Vendor Management, Windows Server, Windows XP, vSphere
Education
State University of New York College at Potsdam 1984 — 1989
B.A, Political Science and Government
Gen Re April 2013 - November 2014
AIG 2011 - 2013
Diageo April 2010 - February 2011
UBS November 2004 - October 2009
JPMorgan Chase (Consultant) August 2001 - October 2004
zUniversity.com April 2000 - July 2001
Internet.com November 1999 - March 2000
Bristol-Myers-Squibb/Clairol Inc September 1998 - November 1999
William Vasquez July 1997 - September 1998
Skills
Disaster Recovery, XP, Switches, Technical Support, Microsoft Exchange, Active Directory, Firewalls, VPN, Antivirus, Blackberry Enterprise..., Data Center, Help Desk Support, Incident Management, Network Security, Operating Systems, Security, Software Installation, System Administration, Vendor Management, Windows Server, Windows XP, vSphere
Education
State University of New York College at Potsdam 1984 — 1989
B.A, Political Science and Government
Michael Schwartzman's UBS Experience September 2009 - September 2011
Job MBA Candidate at the Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Energy Impact Partners June 2015 - August 2015
Wellspring Capital Management LLC August 2011 - July 2014
UBS September 2009 - September 2011
Straumur Investment Bank June 2007 - August 2007
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Yale University 2005 — 2009
B.S., Mechanical Engineering, Economics
Energy Impact Partners June 2015 - August 2015
Wellspring Capital Management LLC August 2011 - July 2014
UBS September 2009 - September 2011
Straumur Investment Bank June 2007 - August 2007
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Yale University 2005 — 2009
B.S., Mechanical Engineering, Economics
Dana Rodeghiero's UBS Experience 2002 - 2003
Job Senior Systems Manager
Industry Information Technology and Services
Experience
Strategic Value Partners December 2010 - Present
BNP Paribas October 2008 - November 2010
Bank of America 2006 - 2008
Classroom, Inc. 2003 - 2006
UBS 2002 - 2003
Skills
Server Architecture, Email Design, Virtualization, Storage Virtualization, Storage Area Networks, Active Directory, Security, Systems Management, Database Administration, DMZ, Firewalls, Wireless Networking, Web Servers, Apple iOS, Red Hat Linux, Solaris, Windows 2008 R2, SharePoint, TCP/IP, Cloud Computing, iSCSI, System Design, Management, ITIL, Load Balancing, High Availability, FreeBSD, VPN, IPSec, Fibre Channel, VMware ESX, Hyper-V, Citrix, Deployment, Vendor Management, Data Center, SAN, System Deployment, VMware Infrastructure, DNS, Network Architecture
Education
SUNY Potsdam 1991 — 1996
BA/Minor, Comp Sci/Music
State University of New York at Buffalo
Strategic Value Partners December 2010 - Present
BNP Paribas October 2008 - November 2010
Bank of America 2006 - 2008
Classroom, Inc. 2003 - 2006
UBS 2002 - 2003
Skills
Server Architecture, Email Design, Virtualization, Storage Virtualization, Storage Area Networks, Active Directory, Security, Systems Management, Database Administration, DMZ, Firewalls, Wireless Networking, Web Servers, Apple iOS, Red Hat Linux, Solaris, Windows 2008 R2, SharePoint, TCP/IP, Cloud Computing, iSCSI, System Design, Management, ITIL, Load Balancing, High Availability, FreeBSD, VPN, IPSec, Fibre Channel, VMware ESX, Hyper-V, Citrix, Deployment, Vendor Management, Data Center, SAN, System Deployment, VMware Infrastructure, DNS, Network Architecture
Education
SUNY Potsdam 1991 — 1996
BA/Minor, Comp Sci/Music
State University of New York at Buffalo
Beth Pollard's UBS Experience February 2012 - Present
Job Client Service Associate UBS Financial Services
Industry Financial Services
Experience
UBS February 2012 - Present
Merrill Lynch May 2001 - February 2012
Allen & Company 1994 - May 2001
Skills
Series 7
Education
University of South Florida 1977 — 1978
Bachelor of Arts, Elementary Education
Stephens College 1975 — 1976
Associate of Arts
UBS February 2012 - Present
Merrill Lynch May 2001 - February 2012
Allen & Company 1994 - May 2001
Skills
Series 7
Education
University of South Florida 1977 — 1978
Bachelor of Arts, Elementary Education
Stephens College 1975 — 1976
Associate of Arts
Henry Villafane, PMP, CSM's UBS Experience March 1998 - October 2012
Job Project Manager at Procom
Industry Financial Services
Experience
Capco April 2014 - March 2015
focused in technology, transformation, conversion and change projects November 2013 - April 2014
South Jersey Gas Company September 2013 - October 2013
UBS March 1998 - October 2012
Pershing February 1995 - March 1998
Smith Barney 1994 - 1995
Kidder Peabody 1980 - 1994
Skills
SDLC, Integration, Business Analysis, PMO, Project Management, Vendor Management, Back Office, Equities, Project Portfolio..., IT Strategy, Risk Management, Management, Business Requirements, Trading Systems, Software Project..., Process Improvement, Requirements Gathering, Program Management, Requirements Analysis, PMP, CSM, Project Delivery, Settlement, Wealth Management, Financial Services, Leadership, Enterprise Architecture, Applications..., IT Management, Fixed Income, Disaster Recovery, Business Continuity, Resource Management, Business Process, Securities, Visio, Market Data, NDM, Governance, IT Service Management, Agile Project Management, Business Intelligence, Data Warehousing, Security, Outsourcing, Business Process..., Offshoring, Business Process..., Business Transformation, Consulting
Education
Stevens Institute of Technology 2000 — 2002
MS, Management Information Systems
College of Staten Island
Bachelor of Science (BS), Business Management and Computer Science
Capco April 2014 - March 2015
focused in technology, transformation, conversion and change projects November 2013 - April 2014
South Jersey Gas Company September 2013 - October 2013
UBS March 1998 - October 2012
Pershing February 1995 - March 1998
Smith Barney 1994 - 1995
Kidder Peabody 1980 - 1994
Skills
SDLC, Integration, Business Analysis, PMO, Project Management, Vendor Management, Back Office, Equities, Project Portfolio..., IT Strategy, Risk Management, Management, Business Requirements, Trading Systems, Software Project..., Process Improvement, Requirements Gathering, Program Management, Requirements Analysis, PMP, CSM, Project Delivery, Settlement, Wealth Management, Financial Services, Leadership, Enterprise Architecture, Applications..., IT Management, Fixed Income, Disaster Recovery, Business Continuity, Resource Management, Business Process, Securities, Visio, Market Data, NDM, Governance, IT Service Management, Agile Project Management, Business Intelligence, Data Warehousing, Security, Outsourcing, Business Process..., Offshoring, Business Process..., Business Transformation, Consulting
Education
Stevens Institute of Technology 2000 — 2002
MS, Management Information Systems
College of Staten Island
Bachelor of Science (BS), Business Management and Computer Science
Evan Wald, CIMA's UBS Experience 1997 - 2007
Job Vice President, external wholesaler for Calamos Investments
Industry Financial Services
Experience
Calamos Investments July 2011 - Present
Nationwide Financial January 2008 - July 2011
UBS 1997 - 2007
UBS Wealth Management 1997 - 2007
NatWest Bank 1992 - 1996
Skills
Managed Accounts, Series 65, Series 63, Series 7, Series 24, Mutual Funds, Wealth Management, Uniform Combined State..., Investments, Fixed Annuities, Securities, Portfolio Management, Alternative Investments, Asset Managment, Asset Allocation, ETFs, Bonds, Equities, Retirement Planning, Separately Managed..., Investment Management, Investment Advisory, Retirement, 401k, Fixed Income, Investment Strategies, Series 6, Managing Accounts, Hedge Funds, Financial Advisory, IRAs, Wealth Management..., Variable Annuities, FINRA, Financial Services, Institutional..., Wealth, Strategic Financial..., Asset Management, Relationship Management, High Net Worth..., Options, Financial Planning
Education
State University of New York College at Oswego 1979 — 1983
ba
Calamos Investments July 2011 - Present
Nationwide Financial January 2008 - July 2011
UBS 1997 - 2007
UBS Wealth Management 1997 - 2007
NatWest Bank 1992 - 1996
Skills
Managed Accounts, Series 65, Series 63, Series 7, Series 24, Mutual Funds, Wealth Management, Uniform Combined State..., Investments, Fixed Annuities, Securities, Portfolio Management, Alternative Investments, Asset Managment, Asset Allocation, ETFs, Bonds, Equities, Retirement Planning, Separately Managed..., Investment Management, Investment Advisory, Retirement, 401k, Fixed Income, Investment Strategies, Series 6, Managing Accounts, Hedge Funds, Financial Advisory, IRAs, Wealth Management..., Variable Annuities, FINRA, Financial Services, Institutional..., Wealth, Strategic Financial..., Asset Management, Relationship Management, High Net Worth..., Options, Financial Planning
Education
State University of New York College at Oswego 1979 — 1983
ba
Scott Lebowitz's UBS Experience February 2008 - October 2009
Job Compliance at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers November 2011 - Present
NewOak Capital February 2010 - January 2012
UBS February 2008 - October 2009
J Giordano Securities Group February 2007 - January 2008
NeoNet Securities April 2003 - October 2004
A.B. Watley February 2000 - June 2002
A.B. Watley March 1997 - February 2000
Sherwood Securities July 1995 - March 1997
National Discount Brokers Div. of Sherwood Securities June 1994 - July 1995
National Discount Brokers/Sherwood Group February 1994 - June 1994
Skills
Equities, Securities, Risk Management, Trading, Options, FINRA, Mutual Funds, Financial Risk, Settlement, Series 7
Education
State University of New York College at Old Westbury 1986 — 1988
B.S., Finance
Northport high school 1981 — 1983
hs
Interactive Brokers November 2011 - Present
NewOak Capital February 2010 - January 2012
UBS February 2008 - October 2009
J Giordano Securities Group February 2007 - January 2008
NeoNet Securities April 2003 - October 2004
A.B. Watley February 2000 - June 2002
A.B. Watley March 1997 - February 2000
Sherwood Securities July 1995 - March 1997
National Discount Brokers Div. of Sherwood Securities June 1994 - July 1995
National Discount Brokers/Sherwood Group February 1994 - June 1994
Skills
Equities, Securities, Risk Management, Trading, Options, FINRA, Mutual Funds, Financial Risk, Settlement, Series 7
Education
State University of New York College at Old Westbury 1986 — 1988
B.S., Finance
Northport high school 1981 — 1983
hs
Marie P Healey's UBS Experience June 1987 - June 1999
Job Associate Director at National Australia Bank
Industry Banking
Experience
National Australia Bank 1999 - Present
UBS June 1987 - June 1999
Skills
Credit Risk, Financial Risk, Commercial Banking, Capital Markets, FX Options, Fixed Income, Investment Banking, Bank Reconciliation, Legal Compliance, Dodd-Frank, Trading Systems, Portfolio Management, Banking, Credit, Structured Products, Risk Management, Derivatives, Structured Finance, Financial Institutions, Relationship Management, Trade Finance, Operational Risk, Credit Analysis, Market Risk, Financial Markets
Education
SUNY Cortland
BA, English/Journalism
National Australia Bank 1999 - Present
UBS June 1987 - June 1999
Skills
Credit Risk, Financial Risk, Commercial Banking, Capital Markets, FX Options, Fixed Income, Investment Banking, Bank Reconciliation, Legal Compliance, Dodd-Frank, Trading Systems, Portfolio Management, Banking, Credit, Structured Products, Risk Management, Derivatives, Structured Finance, Financial Institutions, Relationship Management, Trade Finance, Operational Risk, Credit Analysis, Market Risk, Financial Markets
Education
SUNY Cortland
BA, English/Journalism
Kenny Foley's UBS Experience August 2002 - February 2008
Job First Vice PresidentInvestments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2013 - Present
Morgan Stanley Wealth Management February 2008 - July 2013
UBS August 2002 - February 2008
Education
The University of Texas at Dallas 1987 — 1991
Electrical Engineering with a focus in System Analysis, Telecommunications
Stephen F. Austin State University 1980 — 1985
BBA Business Management, General Business
Wells Fargo Advisors, LLC July 2013 - Present
Morgan Stanley Wealth Management February 2008 - July 2013
UBS August 2002 - February 2008
Education
The University of Texas at Dallas 1987 — 1991
Electrical Engineering with a focus in System Analysis, Telecommunications
Stephen F. Austin State University 1980 — 1985
BBA Business Management, General Business
Barry Parish's UBS Experience April 1989 - June 1998
Job Manager Business Intelligence at TE Connectivity
Industry Electrical/Electronic Manufacturing
Experience
TE Connectivity March 2015 - Present
TE Connectivity July 2007 - March 2015
Foot Locker September 2005 - August 2007
Dentsply September 2003 - September 2005
Consultant / Lotus Notes Specialist March 1999 - September 2003
UBS April 1989 - June 1998
Skills
Data Analysis, SAS, Excel, Oracle SQL, LotusScript, Microsoft Excel, Lotus Domino, SQL, Vendor Management, Supply Chain Management
Education
Pace University
MBA, International Business (Finance)
Stephen F. Austin State University
Bachelor of Science, Journalism
TE Connectivity March 2015 - Present
TE Connectivity July 2007 - March 2015
Foot Locker September 2005 - August 2007
Dentsply September 2003 - September 2005
Consultant / Lotus Notes Specialist March 1999 - September 2003
UBS April 1989 - June 1998
Skills
Data Analysis, SAS, Excel, Oracle SQL, LotusScript, Microsoft Excel, Lotus Domino, SQL, Vendor Management, Supply Chain Management
Education
Pace University
MBA, International Business (Finance)
Stephen F. Austin State University
Bachelor of Science, Journalism
Robert Okun's UBS Experience 1996 - 1998
Job Senior Partner and Chief Investment Officer at Oak Hill Advisors, L.P.
Industry
Experience
Oak Hill Advisors, L.P. 2001 - Present
USBancorp Libra 1998 - 2000
UBS 1996 - 1998
Salomon Brothers 1986 - 1996
Education
Stanford University
Bachelor's Degree
Oak Hill Advisors, L.P. 2001 - Present
USBancorp Libra 1998 - 2000
UBS 1996 - 1998
Salomon Brothers 1986 - 1996
Education
Stanford University
Bachelor's Degree
Lawrence Kemp's UBS Experience April 1992 - November 2012
Job Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock December 2012 - Present
UBS April 1992 - November 2012
Education
University of Chicago 1985 — 1987
Master of Business Administration (MBA), Finance, General
Stanford University 1975 — 1980
Bachelor of Arts (B.A.), International Relations and Affairs
BlackRock December 2012 - Present
UBS April 1992 - November 2012
Education
University of Chicago 1985 — 1987
Master of Business Administration (MBA), Finance, General
Stanford University 1975 — 1980
Bachelor of Arts (B.A.), International Relations and Affairs
Jamie Cortese's UBS Experience March 1994 - June 2008
Job
Industry Financial Services
Experience
Ramirez & Co., Inc. January 2014 - Present
MR Beal & Company 2011 - 2014
UBS March 1994 - June 2008
Skills
Municipal Bonds
Education
State University of New York College at Oswego 1979 — 1983
Bachelor of Science (B.S.), Political Science and Government
Ramirez & Co., Inc. January 2014 - Present
MR Beal & Company 2011 - 2014
UBS March 1994 - June 2008
Skills
Municipal Bonds
Education
State University of New York College at Oswego 1979 — 1983
Bachelor of Science (B.S.), Political Science and Government
Michael Velardi's UBS Experience March 1995 - Present
Job Executive Director Spot FX at UBS
Industry Investment Banking
Experience
UBS March 1995 - Present
Lloyds Bank Plc July 1984 - January 1995
Education
State University of New York College at Oneonta 1979 — 1983
Bachelor’s Degree, Business/Economics
UBS March 1995 - Present
Lloyds Bank Plc July 1984 - January 1995
Education
State University of New York College at Oneonta 1979 — 1983
Bachelor’s Degree, Business/Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.