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
Merrill Edge December 2012 - Present
UBS December 2009 - November 2012
Education
Richard Stockton College of New Jersey 2006 — 2009
BS, Finance
UnionPay International July 2011 - Present
UBS September 2010 - November 2010
KPMG August 2006 - July 2007
Skills
Certifications: CPA..., Computer: Excel,..., Business Strategy, Finance, Management, Project Management, Teamwork, Business Development, Analysis
Education
University of Denver 2008 — 2011
Master of Business Administration (M.B.A.)
Sun Yat-Sen University 2002 — 2006
Bachelor of Economics
The Citco Group of Companies June 2015 - Present
Predixion Software, Inc. June 2013 - December 2014
UBS July 2012 - February 2013
Nilsen Contracting June 2009 - January 2012
Skills
Statistics, R, Microsoft Excel, Microsoft Office, C++, Data Analysis, Matlab, Java, Leadership, PowerPoint, C#, Business Analysis, Project Management, Programming, MS Project, Microsoft SQL Server, Windows, MongoDB, NLP, Text Mining, SAS, Bloomberg, JavaScript, SQL, Algorithms, Databases, SharePoint, Calculus, Visual Studio, Statistical Modeling, Analytics, Python, D3.js
Education
Stevens Institute of Technology 2010 — 2015
Bachelor’s Degree, Quantitative Finance
Exane October 2008 - Present
ICAP May 2007 - October 2008
BNP Paribas September 2005 - March 2007
UBS May 2004 - September 2004
BNP Paribas May 2003 - September 2003
Skills
Equity Derivatives, Structured Products, Derivatives, Equities, Options, Exotic Derivatives, Trading, Financial Markets, Hedge Funds, Investment Banking, Capital Markets, Volatility, Bloomberg, Swaps, ETFs, Commodity, Trading Systems
Education
Stockholm School of Economics 2004 — 2005
master in financial markets, economics, financial markets
IAE Grenoble University 2002 — 2004
Master of finance, Economics and Law; Finance
Grenoble Pierre Mendes France University 1999 — 2001
Master Degree; diploma, Corporate Finance and Financial; Economics
Lycée Rondeau Boisfleury
Baccalaureate, Mathematics
UBS July 2011 - Present
The Star-Ledger June 2010 - August 2010
CNBC June 2009 - December 2009
SUCO, LLC May 2008 - August 2008
Skills
Marketing Strategy, Project Planning, Project Management, Product Development, Microsoft Office, Microsoft Excel, Marketing, Market Research, E-commerce, Competitive Analysis, Business Analysis, Analytics, Data Analysis
Education
Stevens Institute of Technology 2007 — 2011
Bachelor of Science, Business and Technology
The Guardian Life Insurance Company of America 2007 - Present
Change Dynamics 2007 - 2009
UBS July 2004 - January 2007
United Nations - UNDP October 2003 - June 2004
Skills
Change Management, Business Requirements, TeamTrack, Service-now, Software Project..., Project Implementation, Technical Documentation, Technical Management, Functional..., ITIL, Service Management
Education
Stevens Institute of Technology 1996 — 1998
Masters, Information Systems
Nyack College 1993 — 1995
BS, Organizational Management
Stevens Institute of Technology September 2013 - Present
Stevens Institute of Technology September 2012 - Present
UBS June 2015 - August 2015
Prudential Financial June 2014 - August 2014
Stevens Institute of Technology May 2013 - August 2013
Stevens Institute of Technology September 2011 - October 2012
Stevens Institute of Technology June 2012 - September 2012
Fort Lee Public Schools October 2010 - May 2011
Skills
NI LabVIEW, LaTeX, Java, JavaScript, PL/SQL, C++ Language, C#, PC, HTML5, Microsoft Office, A/V systems, Troubleshooting, Microprocessors, Databases, Python, IDE, Arduino, Spring Framework, AngularJS, Requirements Analysis, Systems Engineering, Project Management, Testing, C++, Data Analysis, Microsoft Excel, SolidWorks, Microsoft Word, LabVIEW, Research, PowerPoint, Matlab
Education
Stevens Institute of Technology 2011 — 2016
Bachelor of Engineering and Master of Engineering, Computer Engineering and Systems Engineering, Undergraduate: 3.86/4.0, Graduate: Ongoing
UBS August 2014 - Present
Olga’s Home Helpers January 2009 - July 2014
SWELL, Inc. August 2013 - October 2013
UBS June 2013 - August 2013
Stevens Institute of Technology October 2011 - August 2013
Stevens Institute of Technology August 2012 - May 2013
Stevens Technogenesis Program June 2012 - August 2012
Jarchem Industries Inc September 2010 - December 2010
Skills
Matlab, Algorithms, Java, C++, Electrical Engineering, Control Systems Design, Automation, Sensors, Microsoft Excel, Solidworks, Labview, Wireless, Microsoft Office, PowerPoint, Ruby on Rails, JavaScript
Education
Stevens Institute of Technology 2013 — 2014
Master's Degree, Computer Science
Stevens Institute of Technology 2009 — 2013
Bachelor of Engineering, Electrical Engineering; Engineering Management Minor
SAP 2010 - Present
Aleri Inc. 1999 - 2010
UBS 1995 - 1999
Morgan Stanley 1988 - 1995
Security Pacific Bank 1987 - 1988
Skills
Software Development, Unix, Agile Methodologies, Architecture, Regression Testing, C++, KDB, Client Server..., Distributed Systems, Big Data, OLAP, Architectures, SQL
Education
Stevens Institute of Technology 1984 — 1987
Master's Degree, Pure and Applied Mathematics
Stevens Institute of Technology 1982 — 1987
Bachelor's Degree, Computer Science
Silicon Valley Bank July 2014 - Present
SCIFI Opportunity Fund January 2013 - Present
State Street June 2013 - August 2013
UBS January 2013 - June 2013
Stonehill College September 2012 - June 2013
Social Security Law Group May 2012 - December 2012
Plymouth Water Sport July 2009 - September 2012
Skills
Bloomberg, Customer Service, Excel, Budgeting, Microsoft Office, Word, JMP, FactSet, Microsoft Excel, Microsoft Word, Investments
Education
Stonehill College 2010 — 2014
Candidate for Bachelor of Science in Business Administration and Bachelor of Arts, Double Major- Finance, Economics
Sacred Heart High School 2006 — 2010
FolioDynamix April 2015 - Present
iLEVEL Solutions April 2014 - April 2015
Thomson Reuters December 2012 - April 2014
Pershing, a BNY Mellon company April 2010 - December 2012
Pershing, a BNY Mellon company July 2009 - April 2010
UBS June 2008 - August 2008
KCG Holdings, Inc. / Knight Capital Group April 2007 - May 2008
Eze Castle Integration May 2006 - April 2007
Education
Stevens Institute of Technology 2008 — 2009
Graduate Certificate, Global Innovation Management
Stevens Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Business Technology & Economics
UBS June 2015 - Present
UBS September 2012 - Present
ClearPath Wealth Management December 2008 - September 2012
Morgan Stanley Wealth Management November 2003 - December 2008
Education
Suffolk University - Sawyer School of Management 1999 — 2003
BA, Business, Management, Marketing, and Related Support Services
Mount Saint Charles 1994 — 1999
UBS August 2014 - Present
Stevens Dramatic Society May 2012 - May 2014
Stevens Institute of Technology September 2010 - May 2014
UBS June 2013 - August 2013
Self-employed Tutor September 2007 - April 2010
Skills
Russian, English, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Windows, Ukrainian, Spanish, MySQL, BPMN, Sony Vegas, DVD Architect, GIMP, Matlab, Project Management, Visio, Business Analysis, Leadership, OS X, Data Analysis
Education
Stevens Institute of Technology 2010 — 2014
Bachelor of Science, Business and Technology, Senior
JPMorgan Chase & Co. February 2015 - Present
UBS June 2012 - Present
Verizon Wireless October 2000 - June 2012
PaineWebber June 1998 - September 2000
Skills
DB2, z/OS, Mainframe, JCL, IBM Mainframe, COBOL, CICS, TSO, MVS, SQL, ISPF, Database Administration, Databases, Performance Tuning, Data Modeling, Relational Databases, Disaster Recovery, Systems Analysis, Database Design, SDLC, Visio, ETL, Enterprise Architecture, Operating Systems, Requirements Analysis, Software Project..., Software Development, High Availability, Business Requirements, Production Support, Testing, Stored Procedures, System Testing, Data Warehousing, Requirements Gathering
Education
Stevens Institute of Technology 2005 — 2007
MS, MIS
UBS March 2001 - Present
Legg Mason May 1996 - November 2001
Morgan Stanley Smith Barney 1992 - 1996
Education
Suffolk University - Sawyer Business School 1991 — 1994
Bachelors, Economics
Merrill Lynch March 2015 - Present
MetLife November 2005 - Present
UBS November 2002 - November 2005
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Outlook, Management, Analysis, Accounting, Access, Financial Reporting, Sales, Budgets, Training, Leadership, Strategic Planning, Social Media, Sales Process, Marketing Strategy, Investments, CRM, B2B
Education
Richard Stockton College of New Jersey 1998 — 2002
Bachelor's degree, Accounting and Finance
American Express February 2014 - Present
Ernst & Young September 2010 - December 2013
UBS June 2006 - September 2010
Lehman Brothers May 2005 - April 2006
Skills
Risk Management, Project Management, Business Process..., Banking, Project Planning, Microsoft Office, Business Analysis, Process Improvement, SDLC, PMO, Program Management, Problem Solving, Resource Management, Service Delivery, Wealth Management, Financial Services, PMP, Strategic Planning, Management Consulting, Business Process..., Management, Six Sigma, Business Development, Training
Education
Stevens Institute of Technology 2007 — 2009
Masters of Science, Information Systems; Financial Services
Stevens Institute of Technology 2002 — 2006
Bachelor of Engineering (B.E.), Computer Engineering, Engineering Management
UBS August 2013 - Present
Kreisler Manufacturing Corporation January 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Solidworks, Matlab, Elica, QM for Windows, Microsoft Visio, Labview, Crystal Ball, Visio, Public Speaking, Access, Engineering, Technical Writing, Systems Engineering, Data Analysis, Analysis, MS Project, Quality Management, Leadership, Program Management, Process Engineering, Project Planning, Operations Research, Six Sigma, Process Improvement, Operations Management, Management, Business Analysis, Forecasting, Simulations, Team Leadership, Monte Carlo Simulation, R, Engineering Management, Cross-functional Team..., System Design, Supply Chain Management, Integration, Business Process...
Education
Stevens Institute of Technology 2012 — 2013
Master of Engineering (MEng), Systems Engineering, 3.8 GPA
Stevens Institute of Technology 2009 — 2013
Bachelor of Engineering (B.Eng.), Engineering Management, with Honors
Morris Catholic 2005 — 2008
High School/Secondary Diplomas and Certificates
JPMorgan Chase & Co. December 2014 - Present
UBS September 2012 - Present
Scivantage February 2007 - October 2012
Banc of America Investments Services - Scivantage February 2007 - February 2011
Fair Isaac May 2004 - January 2007
Skills
CISSP, Information Security, Vulnerability Management, Penetration Testing, Malware Analysis, Network Security, Endpoint Security, IT Audit, Risk Management, Security, Unix, Computer Security
Education
Stevens Institute of Technology
Master of Science, Information Management, Concentration in Information Security
SUNY Utica 2000 — 2003
BS, Telecommunications
UBS June 2013 - Present
Morgan Stanley January 2005 - June 2013
Merrill Lynch November 1993 - January 2005
New England Financial January 1992 - November 1993
Education
Suffolk University - Sawyer School of Management 1995 — 1997
Master of Science in Finance, Finance
University of Massachusetts, Amherst 1984 — 1988
BA, English/Political Science
BD January 2015 - Present
UBS Wealth Management August 2011 - January 2015
Atlanta Trading and Engineering Consulting May 2011 - July 2011
Attila Technologies September 2010 - May 2011
Stevens Institute of Technology September 2008 - December 2010
UBS June 2010 - August 2010
Skills
PHP, Java, C++, Python, JavaScript, ServiceMix, SQL, LDAP, C, NoSQL
Education
Stevens Institute of Technology 2007 — 2011
Master of Science, Computer Science
Stevens Institute of Technology 2007 — 2011
Bachelor of Science, CyberSecurity
Morgan Stanley June 2013 - Present
UBS March 2010 - May 2013
KPMG International 2008 - March 2010
ABN AMRO Bank September 2005 - December 2007
Ness Technologies April 2000 - September 2005
RussCo Ind., Inc. January 1997 - April 2000
Skills
Vendor Management, Sourcing Transformation, Strategic Sourcing, Business Development, Supplier Negotiation, International..., IT Outsourcing, BPO/KPO Outsourcing, Business Analysis, Business Intelligence, CRM, Outsourcing, Program Management, SDLC, Sourcing, Management, Project Management, Offshoring, Team Leadership, B2B
Education
Stevens Institute of Technology 1992 — 1995
Masters
Stevens Institute of Technology 1985 — 1990
BS
JLP Capital Mangement November 2014 - Present
LPL Financial June 2005 - November 2014
Wells Fargo Advisors July 2003 - June 2005
UBS May 2001 - July 2003
PepsiCo May 1989 - May 2001
Skills
Investment Management, Financial Planning, Alternative Investments
Education
Egg Harbor Township High School 1984 — 1988
Richard Stockton College of New Jersey
Bachelor's Degree, Busines
Wind2share August 2011 - Present
Bluefin Aviation Services September 2013 - December 2014
Dinamo C.A May 2008 - August 2008
UBS June 2007 - August 2007
Skills
Microsoft Office, Investments, Microsoft Excel, Research, Customer Service, PowerPoint, Entrepreneurship, Microsoft Word, Social Networking, Sales, Business Development, Business Strategy
Education
Suffolk University - Sawyer School of Management 2010 — 2013
BSBA, Global Business and Finance
Universidad Metropolitana (VE) 2008 — 2010
Management Studies
Colegio Los Arcos 1998 — 2007
BlackRock August 2014 - Present
Stevens Institute of Technology September 2013 - February 2014
UBS June 2013 - August 2013
Stevens Institute of Technology September 2012 - June 2013
G.X. Clarke & CO May 2012 - August 2012
Stevens Institute of Technology September 2011 - May 2012
Stevens Institute of Technology June 2011 - August 2011
Education
Stevens Institute of Technology 2010 — 2014
Master's Degree, Financial Engineering
Stevens Institute of Technology 2010 — 2014
Bachelor's Degree, Quantitative Finance
Wayne Valley High School 2006 — 2010
Warburg Pincus November 2012 - Present
Davidson Kempner Capital Management May 2008 - September 2012
UBS September 2007 - December 2007
Skills
Bloomberg, Intex Desktop, Trepp, Charles River IMS, Concur, Salesforce.com
Education
Richard Stockton College of New Jersey 2004 — 2008
Bachelor of Science (BS), Finance, General
US Navy May 2014 - Present
US Navy January 2014 - April 2014
UBS August 2012 - January 2014
UBS Wealth Management June 2011 - August 2011
Township of Pequannock June 2009 - August 2009
Skills
VBA, Six Sigma Yellow Belt, Visio, Data Analysis, Financial Modeling, Business Analysis, Access, Six Sigma, Program Management, Analysis
Education
Stevens Institute of Technology 2009 — 2012
B.S., Business Technology, 3.7/4.0
Pequannock Township High School 2004 — 2008
EY March 2015 - Present
UBS February 2015 - March 2015
UBS September 2011 - February 2015
UBS February 2011 - September 2011
UBS July 2009 - February 2011
UBS July 2007 - July 2009
Schering-Plough Pharmaceuticals June 2006 - September 2006
Skills
Forecasting, Strategic Financial..., Budgets, Finance, Business Analysis, Analysis, Essbase, Financial Analysis, Sarbanes-Oxley Act, Variance Analysis, Auditing, Management, Program Management, Financial Reporting, Financial Planning, SAP, Excel, Financial Modeling, PowerPoint, Outlook, Financial Accounting, Account Reconciliation, Portfolio Management, Financial Services, Strategy, Corporate Finance, Investment Banking, Business Objects, Ad Hoc Reporting, Cost Accounting, Series 99 Operations..., Process Improvement
Education
Stevens Institute of Technology 2003 — 2007
Bachelors of Science, Business and Technology
David Brearley High School 1999 — 2002
High School Degree
Ann Street
ZS Associates June 2015 - Present
Seven Lakes Technologies January 2014 - June 2015
Capgemini August 2013 - October 2013
Merrill Lynch June 2013 - August 2013
Bank of America 2009 - 2012
UBS 2009 - 2009
Accenture 2006 - 2009
Skills
Salesforce.com, Enertia, Enterprise Architecture, Strategy, Business Analysis, Requirements Analysis, Configuration Management, Electronic Trading..., ITIL v3 Foundations..., Risk Management, Business Analytics, High Level Design, Large Systems..., Business Intelligence, Management, Agile Methodologies
Education
Stevens Institute of Technology 2012 — 2013
Master's degree, Quantitative Finance, Information Systems, GPA - 3.93 / 4.0
Visvesvaraya Technological University 2002 — 2006
Bachelor of Engineering (B.E.), Industrial Engineering & Management, GPA - 3.5/4.0
Dain, Torpy, Le Ray, Wiest & Garner, P.C. May 2014 - Present
The Gordon Law Firm LLP May 2013 - Present
John Moriarty & Associates May 2012 - August 2012
Lubert-Adler Real Estate Funds January 2011 - August 2011
The Bulfinch Companies, Inc. May 2010 - August 2010
NorthStar Realty Finance Corp. June 2009 - August 2009
PanJanus Solutions October 2008 - May 2009
UBS March 2007 - June 2007
Skills
Valuation, Real Estate, Real Estate Development, Financial Modeling, Real Estate Economics, Commercial Real Estate, Real Estate Transactions, Asset Management, Disposition, Acquisitions, Private Equity, Due Diligence, Financial Analysis, Real Estate Financing, Investments, Investment Properties, Leases
Education
Suffolk University Law School 2012 — 2015
Juris Doctor (JD), Business Law Concentration, With Distinction
University of Pennsylvania 2009 — 2012
Bachelor of Arts in Urban Studies & Political Science, Magna Cum Laude, Pi Sigma Alpha
The George Washington University 2008 — 2009
Arts & Sciences
Yale University 2008 — 2008
Creative Writing and International Relations (Summer Program)
The Buckingham Browne & Nichols School 2004 — 2008
High School Degree
Raytheon September 2012 - Present
Brown Brothers Harriman June 2012 - September 2012
Kraft Sports Group April 2011 - July 2012
UBS December 2011 - April 2012
Angels Neurological Centers May 2011 - August 2011
Jerry Ims Attorney at Law March 2008 - August 2008
Skills
Spanish, PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Event Planning, Outlook, Public Speaking, Social Media, Microsoft Office, Social Media Marketing, Marketing, Market Research, SAP, Bloomberg Terminal, Finance, Research
Education
Stonehill College 2008 — 2012
B.S.B.A, Finance
Bishop Hendricken Highschool 2004 — 2008
TheaterMania April 2011 - Present
UBS July 2006 - April 2011
Stony Brook University September 2004 - June 2006
OpenLink Financial June 2005 - August 2005
R Us Corporation November 2000 - January 2005
Skills
Java, Spring, Software Development, SQL, Java Enterprise Edition, Web Services, jQuery, Maven, XML, Web Development, HTML, JSP, Websphere, AJAX, C#, Unix, Android, WebSphere Application..., Informatica, Web Applications, Programming, JavaScript, Microsoft SQL Server, SDLC, JUnit, Agile Methodologies, XSLT, REST, Ant, C, C++, Unix Shell Scripting, MySQL, myBatis, Hibernate, Struts, PHP, Flex, J2EE, RAD, AngularJS, Eclipse, Tomcat, Design Patterns, SOAP, Data Structures, JSON, CentOS, Sitemesh, JSONP
Education
Stevens Institute of Technology 2007 — 2007
State University of New York at Stony Brook 2002 — 2006
Bachelor's Degree, Computer Science, 3.4 (3.5 in major)
JPMorgan Chase April 2013 - Present
UBS March 2011 - April 2013
UBS July 2008 - March 2011
Avistar Communications Corp. May 2007 - June 2008
Virtela Communications April 2000 - May 2007
Qwest Communications June 1998 - April 2000
Sprint June 1996 - June 1998
Skills
Video Conferencing, Unified Communications, IP, Telepresence, SIP, Network Design, BGP, Cisco Technologies, Network Architecture, Cloud Computing
Education
Stevens Institute of Technology 2012 — 2015
Master's degree, Service Oriented Computing
University of Maryland College Park 1991 — 1996
Bachelors, Electrical Engineering/German
Edelman Financial Services January 2011 - Present
Morgan Stanley Smith Barney May 2009 - December 2010
UBS May 2006 - May 2009
Skills
Estate Planning, Retirement Planning, Series 7, Financial Planning, Retirement, Asset Management, Comprehensive Wealth..., Retirement Income..., Asset Allocation, Wealth Transfer, Investment Advisory, Insurance Planning, Financial Advisory, Personal Finance, Investment Management, Financial Goals, Wealth Management, Series 63, Securities, Certified Financial..., Investments, Portfolio Management, Investment Strategies, Series 65, Personal Financial..., IRAs, Insurance, Wealth Accumulation, ETFs, Bonds, Variable Annuities, Risk Management, Financial Services, Long-term Care, Equities, Fixed Income, Income Protection, Saving for Education, Long Term Care Insurance, Separately Managed..., Holistic Financial..., Life Insurance, 401k Rollovers, Disability Insurance, Savings, Strategic Financial..., Financial Planners, Wealth Management...
Education
Suffolk University - Sawyer School of Management 1984 — 1986
MBA, Finance
UBS April 2013 - Present
UBS December 2012 - July 2013
UBS August 2012 - July 2013
UBS August 2011 - December 2012
UBS August 2011 - December 2012
MTF June 2010 - March 2011
MTF June 2010 - March 2011
MTF June 2010 - March 2011
UKM - Global Student Mobility June 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Microsoft Office, Service-Now, Business Objects, Teamwork, Access, Public Speaking, Event Planning, Project Management, Research, Analysis, Leadership, Software Documentation, Visio, Process Improvement, Business Analysis, Training, SharePoint, Change Management, Business Strategy, Coaching, Testing, MS Project, Program Management, Analytics, CRM, Management, Requirements Gathering
Education
Stevens Institute of Technology 2006 — 2011
Biomedical Engineering, Biomechanics/Sport Medicine
Google August 2014 - Present
JPMorgan Chase July 2012 - July 2014
Stevens Institute of Technology August 2008 - May 2012
Stevens Institute of Technology September 2009 - April 2012
UBS December 2011 - December 2011
Verizon Wireless November 2010 - November 2011
Empowerhouse Collaborative January 2011 - May 2011
Alcatel-Lucent June 2010 - August 2010
UBS May 2010 - May 2010
Thomson Reuters March 2010 - May 2010
Education
Stevens Institute of Technology 2010 — 2014
Masters of Science, Tech. Innovation & Entrepreneurship Management
Yale University - Yale School of Management 2012 — 2012
Global Pre-MBA Leadership Program
Stevens Institute of Technology 2008 — 2012
Bachelors of Engineering, Electrical Engineering, Graduated with Honors
American Express September 2012 - Present
KPMG Advisory September 2010 - September 2012
UBS July 2009 - June 2010
Education
Stony Brook University 2006 — 2010
BA, Business Administration
Stay-At-Home Dad July 2014 - Present
UBS February 2014 - June 2014
BNY Mellon February 2007 - June 2013
MD Sass January 2002 - January 2007
Merrill Lynch June 1991 - December 2001
Merrill Lynch June 1991 - December 2001
Merrill Lynch June 1992 - April 1998
Skills
Financial Operations, Financial Management, Financial Reporting, Back Office, Hedge Funds, Redemption, Wire Transfers, Compliance, Ad Hoc Reporting, Anti Money Laundering, Financial Services, Financial Analysis, Financial Statements, Customer Service, Account Reconciliation, AML, Banking, Equities, Asset Management, Mutual Funds, Fixed Income, Securities, Portfolio Management, Management, Trading, Investments, Microsoft Office, Analysis, Bloomberg
Education
Stockton University
BA, English
Allstate October 2014 - September 2015
Williams Capital Group June 2011 - September 2011
UBS January 2010 - June 2010
Precision IT Group June 2008 - August 2008
Skills
Microsoft Office, SPSS, Marketing Strategy, Strategic Planning, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Research, Social Media, Social Networking, Data Analysis, Customer Service
Education
Suffolk University 2009 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Marketing and Public Relations
Lower Manhattan Arts Academy 2005 — 2009
Honors Diploma, Arts
Train With Shane Personal Fitness August 2014 - Present
Stamford JCC August 2014 - August 2015
Citigroup/Morgan Stanley Wealth Management August 2006 - April 2012
UBS June 2004 - August 2006
Bank of America March 2001 - June 2004
Merrill Lynch 1999 - 2001
Merrill Lynch 1997 - 1999
Skills
Hedge Funds, Investments, Financial Services, Options, Financial Analysis, FX Options, Private Banking, Fixed Income, Capital Markets, Equities, Derivatives, Securities, Loan Origination, Portfolio Management, Financial Risk, Banking, Finance
Education
AFAA 2015 — 2015
AFAA, Kickboxing
Precision Nutrition 2015 — 2015
Nutrition, Exercise and Nutrition Sciences
Stony Brook University 1990 — 1994
BA, Economics and Business Management
Zumba Fitness
Zumba Instructor, Zumba Group Exercise
Bloomberg May 2007 - Present
JPMorgan Chase August 2005 - March 2006
GFI Group 2001 - 2005
Societe Generale 1997 - 2000
UBS 1996 - 1997
Merrill Lynch 1995 - 1996
Skills
Fixed Income, Business Analysis, Finance, Vendor Management, Product Management, Project Management, Strategic Technology..., Contract Negotiation, Market Data, Straight Through..., Trading Systems, Business Intelligence, Program Management, Management, Equities, Unix, FX Options, Electronic Trading, Low Latency, Options, SDLC, Commodity, Trading, Market Risk, Bloomberg, Back Office, Financial Services, Credit Derivatives, Money Market, CDS, Proprietary Trading
Education
NYU Polytechnic 2006 — 2010
Masters of Science, Financial Engineering, 3.8
SUNY Stony Brook 1991 — 1995
Bachelor of Science (B.S.), Computer Science
UBS Wealth Management August 2014 - Present
UBS April 2014 - Present
Legendary Restaurant Group May 2013 - April 2014
Ameriprise Financial November 2011 - March 2012
Suffolk University 2009 - 2012
Education
Suffolk University - Sawyer School of Management 2009 — 2013
Bachelor's Degree
Pembroke High School 2005 — 2009
Diploma, High School/Secondary Diplomas and Certificates
Interactive Advisory Software November 2014 - Present
UBS October 2013 - October 2014
Stockton University January 2013 - May 2014
United Way of Greater Philadelphia and Southern New Jersey February 2014 - April 2014
Boscov's June 2011 - September 2012
Skills
Financial Services, Finance, Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Teamwork, Leadership, Time Management, Event Planning, Organized Multi-tasker, Customer Service, Retail, Sales, Office Administration, Microsoft Word
Education
Stockton University 2010 — 2014
Bachelor of Science in Business, Accounting, 3.56
INVISR September 2015 - Present
Silverline March 2013 - February 2015
Redkite March 2012 - March 2013
Hearsay Social November 2011 - March 2012
Salesforce.com October 2009 - November 2011
Salesforce.com August 2008 - October 2009
Citigroup August 2005 - August 2008
UBS June 1998 - August 2005
Skills
Salesforce.com, Customer Relations, Wealth Management, OOP, Brokerage, SaaS, PaaS, Insurance, Cloud Computing, Enterprise Software, Solution Selling, Strategic Partnerships, CRM, Financial Services, Professional Services, Business Analysis, Force.com, Business Intelligence, Business Development, Software Project..., Solution Architecture, Strategy, Start-ups, Pre-sales, Partner Management, Agile Project Management, Enterprise Architecture, Business Process, SFDC, Asset Managment, Business Process..., Thought Leadership, Success Driven, Customer Service, Marketing Automation, Analytics, Customer Success, Master Data Management, Project Planning, Sales Management, Product Management, Asset Management, Customer Satisfaction, Sales Process, Investment Banking, Sales Operations, Management, Consulting, Sales, Integration
Education
Stevens Institute of Technology 2001 — 2004
MS, MIS
West Virginia University 1995 — 1999
BS, Marketing
Lanier Asset Management, LLC March 2012 - Present
Sullivan University June 2008 - Present
Stifel Financial Corp. September 2011 - March 2012
UBS September 2009 - June 2011
Education
Sullivan University
MBA, 4.0 GPA
Sullivan University
BA, Finance
Sullivan University
BA, Management
duPont Manual High School 2004 — 2008
High School University Magnet
Kepler Cannon February 2015 - Present
Host Committee June 2014 - February 2015
Neiman Marcus June 2013 - August 2013
UBS June 2012 - August 2012
Apple Retail June 2011 - August 2011
Apple Retail June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Social Media, Spanish, PowerPoint, Social Media Marketing, Photoshop, Public Speaking, Portfolio Management, Market Research, InDesign, Leadership, Brand Management, iMovie, Retail Sales, Econometrics
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Major: Economics Minor: Consumer Psychology
Stockholm University 2012 — 2012
The Hockaday School 1996 — 2010
UBS July 2014 - Present
UBS August 2013 - July 2014
UBS June 2011 - August 2012
Apple Store June 2010 - May 2011
Saks Fifth Avenue May 2009 - December 2009
Skills
Microsoft Office, Microsoft Excel, Quality Center, Mac OS X, Windows, PowerPoint, Testing, Microsoft Word, Java, C, Troubleshooting, Integration, Data Analysis, Databases, OS X
Education
Stevens Institute of Technology 2012 — 2013
Master of Science, Computer Science, 3.8
Stevens Institute of Technology 2008 — 2012
Bachelors of Engineering, Computer Engineering, 3.8
State Street April 2015 - Present
Paradigm Properties March 2014 - October 2014
UBS July 2012 - September 2013
Thayer Academy June 2009 - August 2013
Skills
Financial Analysis, Capital Markets, Microsoft Excel, Real Estate, Real Estate Development, Politics, Public Speaking, Legal Compliance, Time Management, Microsoft Word, PowerPoint, Research, Access, Leadership, Microsoft Office
Education
Suffolk University 2010 — 2014
Bachelor's Degree, Finance, Real Estate. Business Law, Graduated May 2014
Flushing Bank February 2015 - Present
Citi July 2013 - February 2015
Citi 2010 - July 2013
UBS 2007 - 2010
Ameriprise Financial Services, Inc. October 2006 - December 2007
Skills
Series 7, Series 66, Certified Treasury..., Banking, Commercial Banking, Information Technology, Cash Management, Equities, Corporate Finance, Capital Markets, Uniform Combined State..., Finance, Trading, Treasury Management, Fixed Income, Portfolio Management
Education
Stony Brook University 2003 — 2007
Bachelors, Economics, Business
SMG Consulting Group, LLC, Stephens Management Group 2014 - Present
UBS 2010 - June 2014
UBS 1987 - June 2014
UBS 2009 - 2010
UBS 2003 - 2009
UBS PaineWebber 1998 - 2003
Skills
Customer Service, Financial Services, Leadership, Management, Operations Management, Process Improvement, Project Management, Risk Management, Series 63, Series 7, Business Analysis, Equities, Financial Analysis, Portfolio Management, Securities, Wealth Management, Vendor Management, Investments, Fixed Income, Strategy, Microsoft Excel, Mutual Funds, Program Management, SDLC, Analysis, Change Management, Microsoft Office, Asset Management, Finance
Education
Strayer University 2010 — 2015
Bachelor's Degree, Business Management
Strayer University 2010 — 2015
Bachelor Business Administration, Management
Microsoft March 2015 - Present
International Flavors and Fragrances, NJ June 2010 - March 2015
The Johns Hopkins University Applied Physics Laboratory January 2010 - May 2010
UBS September 2007 - October 2009
Department of Treasury 1999 - 2007
Software Galeria 1996 - 1999
Skills
SharePoint, MOSS 2007, WSS 3.0, Windows Server, Microsoft Office..., Document Management, Microsoft Exchange, Lotus Notes, Intranet, Powershell, IIS, Active Directory, ASP.NET, SSRS, Microsoft SQL Server, Enterprise Architecture, Portals, VMware, .NET, DNS, Microsoft Technologies, System Administration, XP, Integration, Database Administration, IT Management, Windows 7, IT Operations, Servers, VMware Infrastructure, Databases, VMware ESX, VBScript, Technical Support, Infrastructure, IT Strategy, Disaster Recovery, Virtualization, DHCP, SQL, Troubleshooting, System Deployment, Microsoft Certified..., General Awesomeness, Blackberry Enterprise..., Citrix, ITIL, Visio, Solution Architecture, IT Service Management
Education
Stevens Institute of Technology 2009 — 2012
M.S., Information Systems
CTG Training Group 2010 — 2010
Configuring and Managing SharePoint 2010, SharePoint 2010
University of Mumbai 1979 — 1984
B.S., Electrical Engineering
Various 2012 - Present
Pearson North America March 2009 - Present
Express Scripts January 2012 - May 2012
Red Carpet Brownies December 2010 - 2012
UBS August 2004 - March 2006
UBS October 2000 - August 2004
Paine Webber August 1998 - October 2000
Skills
Food, Social Media, Microsoft Excel, Magazine Articles, Journalism, Blogging, Creative Writing, Marketing Communications, Social Media Marketing, Social Networking, Microsoft Office, Customer Service, Event Management, PowerPoint, Microsoft Word, Marketing, Marketing Strategy, Event Planning, Sales, Promotions, Online Marketing, Copywriting, Public Relations
Education
Stevens Institute of Technology 2001 — 2004
MIS, Information Management
TD Bank Group May 2011 - Present
Brookstone January 2009 - May 2011
UBS September 2010 - December 2010
Pine View Homes October 2004 - August 2008
Suffolk University January 2008 - May 2008
Education
Thomas College 2012 — 2014
Master of Business Administration (MBA)
Suffolk University - Sawyer School of Management 2007 — 2011
BSBA, Global Business & Finance
Citi 2015 - Present
DTCC 2013 - 2015
Morgan Stanley 2006 - 2012
Quest Diagnostics 2002 - 2006
UBS 1997 - 2002
Citibank 1985 - 1997
IBM 1984 - 1985
Port Authority of New York and New Jersey 1980 - 1984
Skills
Disaster Recovery, Capacity Planning, Business Continuity, Data Center, IT Strategy, IT Operations, Enterprise Architecture, Infrastructure, IT Management, Infrastructure..., Vendor Management, Cloud Computing, Solution Architecture, Virtualization, ITIL, Management Consulting, Strategic Sourcing, IT Outsourcing, IT Service Management, Business Relationship..., Project Portfolio..., Executive Management, Business Transformation, Mergers, Governance, Process Improvement, Change Management, Incident, Problem Management, PMO Services, Capital Budgeting, Operating Budgets, ROI Justification, TCO reduction, SDLC
Education
State University of New York at Stony Brook 1978 — 1980
Bachelor of Science (B.S.), Applied Mathematics
Belk May 2015 - Present
Wells Fargo July 2014 - May 2015
TIAA-CREF April 2011 - May 2014
Wells Fargo Advisors September 2009 - April 2011
Ally Financial Inc. June 2008 - June 2009
Wachovia January 2007 - January 2008
GE Capital January 2006 - December 2006
UBS 1995 - 2005
Skills
Vendor Management, Program Management, Relationship Management, Six Sigma, CMM, Emerging Technologies, SDLC, PMO, Project Portfolio..., PMP, Business Requirements, Resource Management, Financial Services, Virtual Teams, Waterfall, Integration, Project Management, Risk Management, Analysis, Strategy
Education
Susquehanna University 1991 — 1995
B.S., Finance
St. Peter's Prep 1987 — 1991
Diploma, Finance
Stevens Institute of Technology
Master of Science (M.S.), Management Information Systems, General, Not Completed
Declaration 2009 - Present
UBS November 2008 - May 2009
Skills
Social Media Marketing, Order Fulfillment, Garment Manufacturing, Customer Service..., Wholesale Operations, Web Design, Graphic Design, Brand Awareness, Brand Partnerships, Brand Development, Branding & Identity, Online Advertising, Entrepreneurship, Social Networking, Microsoft Office
Education
Stonehill College 2005 — 2009
BS, Business Management, Philosophy
CloudHealth Technologies, Inc. February 2015 - Present
Pegasystems July 2013 - February 2015
Pegasystems September 2011 - June 2013
Pegasystems July 2009 - October 2011
UBS 2008 - 2008
Education
Suffolk University - Sawyer School of Management 2013 — 2016
Master of Business Administration (MBA)
University of Maryland College Park 2005 — 2009
Finance
Quantitative Management Associates LLC (QMA) July 2015 - Present
Quantitative Management Associates LLC November 2013 - Present
UBS January 2011 - November 2013
PineBridge Investments December 2007 - January 2011
IPSA International September 2007 - December 2007
Goldman Sachs December 2005 - May 2007
Morgan Stanley August 2005 - December 2005
International Teaching Center February 2003 - May 2003
Curtis, Mallet-Prevost, Colt & Mosle LLP August 2001 - February 2003
Stony Brook University January 1999 - August 2001
Education
Saint John's University 2003 — 2007
Juris Doctor
State University of New York at Stony Brook 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Biochemistry
State University of New York at Stony Brook 1996 — 2000
Bachelor of Arts (B.A.), Spanish Language and Literature
Credit Suisse 2013 - Present
Credit Suisse 2012 - 2013
Credit Suisse 2010 - 2012
Credit Suisse 2009 - 2010
Credit Suisse May 2007 - 2009
UBS 2005 - May 2007
UBS 2003 - 2005
UBS November 2001 - 2003
Skills
PMO, Process Improvement, Project Management, Management, Governance, Change Management, SDLC, Strategic Planning, Resource Management, Stakeholder Management, Expense Management, Business/IT Liaison, SharePoint Designer, Lean Sigma, Presentations, Budget Process, Business Process..., Project Planning, Talent Acquisition
Education
Stevens Institute of Technology 2003 — 2005
Masters of Science, Management Information Systems
Villanova University 1997 — 2001
Bachelor of Science, Computer Science
AXA November 2012 - Present
UBS March 2007 - October 2012
UBS Financial Services Inc. 2007 - October 2012
H&R Block 2001 - 2005
H&R Block Financial Advisors 2001 - 2004
The Compliance Group May 1997 - July 2001
Wachovia 1997 - 2001
Citicorp 1995 - 1998
Prudential Financial/Chevy Chase bank 1991 - 1996
Skills
Investments, Risk Management, Wealth Management, Business Strategy, Series 7, Banking, Performance Management, Retirement Planning, Strategic Financial..., Mutual Funds, Series 63, Portfolio Management, Strategy, Program Management, Securities, Retirement, Leadership, Financial Services, Investment Advisory, Asset Managment, Asset Allocation, Financial Risk, FINRA, Insurance, Training, Hedge Funds, Financial Analysis, Leadership Development, Asset Management, Management, Bonds, Financial Advisory, Employee Training, Equities, Relationship Management, Alternative Investments, Human Resources, 401k, Fixed Income
Education
Strayer University 1995 — 1997
Masters
Licenses
Sutter Health May 2015 - Present
JPMorgan Chase October 2010 - May 2015
UBS February 2005 - October 2010
Medco Health Solutions February 2004 - December 2004
JPMorgan Chase April 2002 - February 2004
American Express June 2001 - April 2002
JPMorgan Chase August 2000 - June 2001
SEI Investments April 2000 - August 2000
SSS Solutions November 1998 - December 1999
Apex Data Services July 1998 - October 1998
Skills
Data Warehousing, ETL, Informatica, Business Intelligence, SDLC, PL/SQL, Unix, Oracle, Software Development, Business Objects, Databases, Data Modeling, Agile Methodologies, Unix Shell Scripting, ITIL, Oracle SQL, Actuate, Project Management, SQL, Data Warehouse..., XML, SharePoint, Cognos, JSP, Sybase, Greenplum, ITSM, SVN, JIRA, Postgres
Education
Stevens Institute of Technology 2006 — 2009
Master of Science, Management of Information Systems
P B Siddhartha College of Arts & Science (Nagarjuna University) 1993 — 1996
Bachelor of Science, Math, Physics, Electronics
Vasistha Junior College 1991 — 1993
Junior College, Math, Physics, Chemistry
Kennedy High School 1990 — 1991
High School
D.A.V. Public School 1987 — 1990
High School
A.M.A.A High School 1986 — 1987
Elementary School
Vigyana Bharathi 1984 — 1986
Elementary School
Sarada Public School 1980 — 1984
Elementary School
Moody's Corporation July 2014 - Present
Moodys Corporation November 2011 - July 2014
IPsoft (Cisco Partner) October 2008 - November 2011
Lehman Brothers 2007 - 2008
Goldman Sachs July 2006 - October 2007
Eze Castle Integration 2005 - 2005
UBS 2005 - 2005
Lehman Brothers January 2004 - December 2004
Education
Stevens Institute of Technology
Bachelors, Computer Engineering. B.E.
Stevens Institute of Technology
Masters, Networked Information Systems, M.E.
Citi July 2010 - Present
JPMorgan Chase November 2007 - July 2010
UBS June 2006 - November 2007
UPS January 2004 - May 2006
J.P. Morgan December 2000 - December 2003
AIG December 1997 - December 2000
FIRST DATA RESOURCE June 1996 - November 1997
Skills
SDLC, Sybase, Software Project..., Requirements Analysis, Vendor Management, Business Analysis, SOA, Capital Markets
Education
Stevens Institute of Technology 2007 — 2008
MS In Information Systems (MSIS), Financial Services
Institute of Engineers (India) 1993 — 1996
AMIE, Electronics & Electrical Engineering (EEE)
Millennium November 2013 - Present
UBS June 2000 - November 2013
Painewebber 2000 - 2007
UBS 2000 - 2007
Ei3 2000 - 2007
Mars Inc 1998 - 1999
BOC Process Plants 1998 - 1998
Skills
Business Analysis, IT Management, IT Strategy, Infrastructure, Service Delivery, Disaster Recovery, Incident Management, Project Management, Technical Support
Education
Stevens Institute of Technology 1995 — 2000
Bachelors, Computer Engineering
Citi January 2007 - Present
UBS December 2002 - January 2007
JP Morgan June 1996 - December 2002
Federal Reserve Bank of New York February 1995 - June 1996
McWilliams Forge Company Inc. September 1991 - February 1995
Skills
Solaris, Red Hat Linux, Operating Systems, Web Servers, SSH, Proxy, Unix, Websphere, Unix Shell Scripting, Disaster Recovery, Vendor Management, Middleware, Information Security..., IT Strategy, Business Continuity, Infrastructure, IT Management, Solution Architecture, Security, IT Operations, System Administration, Governance, Information Security, IT Audit, Risk Management
Education
Sun Yat-Sen University
B.S., Solid Mechanics
Tsinghua University
PhD, Computational Solid Mechanics
ubs programmereSpeed1985 - 1995
Bendix 1986 - 1992
Education
Stevens Institute of Technology 1980 — 1996
njit
UBS June 2000 - Present
UBS Financial Services Inc 2000 - Present
UBS Wealth Management 2000 - Present
Education
Stevens Institute of Technology 1995 — 2000
Fidelity Investments August 2011 - Present
UBS July 2008 - July 2011
Vanguard September 2004 - July 2008
Mitchell & Company February 2002 - April 2004
Skills
Retirement, Finance, Investments, Insurance, Mutual Funds, Financial Services, Financial Planning, Portfolio Management, Wealth Management, Customer Service
Education
Strayer University 2004 — 2005
MBA, Management
Virginia Polytechnic Institute and State University 1997 — 2001
BS, Pschology/Sociology
Vanguard April 2012 - Present
Vanguard January 2010 - April 2012
Vanguard July 2008 - January 2010
Network Technician June 2006 - May 2008
UBS June 2007 - August 2007
Cisco Systems August 2006 - January 2007
Skills
Networking, Linux, 2800 Series, CCNA, Windows, Visio, Microsoft Office, Microsoft Excel, Troubleshooting, Network Administration, Network Architecture, Hardware, Telecommunications, Data Center, Firewalls, Disaster Recovery
Education
Stevens Institute of Technology 2004 — 2008
Master of Engineering, Networked Information Systems
Stevens Institute of Technology 2003 — 2008
Bachlelor of Engineering, Computer Engineering
BGC Partners July 2012 - Present
Goldman Sachs August 2010 - July 2012
RTTS May 2004 - December 2011
Merrill Lynch July 2009 - July 2010
UBS 2004 - 2009
National City Bank March 2005 - May 2006
Attorneys' Title Guaranty Fund May 2004 - January 2005
Garden Homes June 2003 - June 2004
Skills
QTP, Selenium, UI testing, .NET, Quality Assurance, Test Cases, Software Quality..., Quality Center, Testing, Usability Testing, JIRA, Test Management, Test Automation, SQL, Regression Testing, Manual Testing, System Testing, HP Quality Center
Education
Stony Brook University 1999 — 2004
BS, Compter Science
Advantage Business Solutions January 2011 - Present
Greenwich Computer Solutions July 2005 - December 2010
UBS Financial Services 1997 - 2005
UBS 1997 - 2005
UBS Wealth Management 1997 - 2005
Skills
Enterprise Architecture, Vendor Management, Business Analysis, IT Strategy, Program Management, SDLC, IT Management, Wealth Management, Software Project..., Disaster Recovery, Strategy, Software Development, Financial Services
Education
Stony Brook University 1988 — 1992
BS, Computer Science
Deutsche Bank October 2014 - Present
Deutsche Bank September 2013 - September 2014
Deutsche Bank July 1998 - September 2013
UBS 1997 - 1998
Thomson Financial 1992 - 1997
Skills
Vendor Management, Integration, Change Management, Project Management, Management, Investment Banking, IT Strategy, Contract Negotiation, SLA Management, Cross-functional Team..., Enterprise IT Strategy, ITIL, Offshore Services, IT Infrastructure..., IT Security Operations, IT contract negotiation, IT Service Governance, Program Management, IT Compliance, End User Technology, Global IT Operations, Desktop Transformation, Virtualization, Cloud Computing, Risk Management, Servers, Information Technology..., Managed Print Services, Strategy, System Deployment, Transformational..., Databases, Outsourcing, Infrastructure, Governance, Service Level Agreements
Education
Stevens Institute of Technology 1999 — 2001
Masters of Science, Information Systems
CUNY Graduate School and University Center - CUNY Baccalaureate Program
BS, Computer Information Systems
Terrie O'Connor Realtors March 2014 - Present
UBS July 2011 - March 2013
HSBC 2004 - 2011
Merrill Lynch March 1987 - August 2004
Prudential 1986 - 1987
Skills
MBS, Fixed Income, Series 63, Series 7, Series 27, Securitization, FINRA, Trade Support, Settlements, Triparty financing, DTC, Funding
Education
Stony Brook University 1981 — 1985
BA
UBS April 2013 - Present
UBS October 2012 - April 2013
UBS February 2006 - November 2012
Skills
Trading, Mutual Funds, Fixed Income, Portfolio Management, Wealth Management, Equities, Hedge Funds, Securities
Education
Susquehanna University 2002 — 2005
Bachelor of Business Administration (BBA), Finance
St. Joseph's Regional HS 1996 — 2000
UBS May 2011 - Present
PHH Mortgage 1995 - May 2011
PHH Mortgage June 2004 - May 2005
Skills
Mortgage Lending, Credit, Loans, Banking, Loan Origination, Mortgage Banking, Series 7, Risk Management, Financial Services, Residential Mortgages, Credit Risk, Sales Management
Education
Stockton University 1988 — 2002
B.S, Finance
Richard Stockton College of New Jersey 1989 — 1992
UBS Associate Director, ManagerUBS Wealth Management2000 - Present
Education
Stony Brook University 1982 — 1986
Armada Health Care August 2014 - Present
Seton Hall University October 2013 - December 2013
Data Reduction Systems June 2012 - September 2013
UBS July 2010 - February 2012
UBS Financial Services, Inc July 2010 - February 2012
NJ Transit February 2009 - January 2010
NJ Transit February 2009 - January 2010
Hess Corporation September 2007 - December 2007
Hess Corporation September 2007 - December 2007
Automatic Data Processing, Inc December 2006 - May 2007
Skills
XML, AJAX, JavaScript, Java, HTML, MySQL, ASP, VB.NET, C, Scheme, PHP, SQL, Databases, CSS, Microsoft SQL Server, ASP.NET
Education
Stevens Institute of Technology 2005 — 2010
Bachelor of Science, Computer Science
UBS September 2010 - Present
Morgan Stanley Smith Barney 1986 - 2010
Education
Suffolk University 1982 — 1986
MBA
University of Massachusetts, Amherst 1976 — 1980
Suffolk University
Prudential Financial November 2001 - Present
Prudential Investments 2001 - Present
UBS January 1999 - January 2001
Datek Online February 1997 - January 1999
Skills
Alternative Investments, Series 7, Separately Managed..., Series 63, Series 6, Mutual Funds, Sales, Wealth Management, Securities, Investments, Fixed Income, Asset Management, Financial Services, Asset Allocation, Equities, Retirement Planning, FINRA, 401k, Portfolio Management, Series 65, ETFs, Series 24, Variable Annuities
Education
Richard Stockton College of New Jersey 1993 — 1997
BA
Bloomfield High
Millennium Partners August 2011 - Present
Bank of America/Merrill Lynch May 2010 - August 2011
ISE 2007 - April 2010
International Securities Exchange August 2007 - March 2010
JP Morgan Chase 2001 - 2007
UBS June 1996 - January 1999
Lehman Brothers 1997 - 1998
Swiss Bank Corporation 1994 - 1997
Skills
Linux, Solaris, Unix, Perl, Programming, System Administration, C, Disaster Recovery, Distributed Systems, Shell Scripting, Unix Shell Scripting, Performance Tuning, Servers, Oracle, Business Analysis, Virtualization, TCP/IP, VMware, Red Hat Linux, Data Center, Databases, Enterprise Architecture, Integration, Low Latency, Security, Storage, Storage Area Networks, High Availability
Education
State University of New York at Stony Brook 1986 — 1990
Bachelor of Science (BS) - CompSci and Applied Math and Statistics.
IDB Bank March 2008 - Present
HSBC Securities (USA), Inc. 2004 - 2008
HSBC Securities 2004 - 2008
ING Investment Banking 2000 - 2004
UBS 1984 - 1999
Swiss Bank Corporation 1984 - 1995
Skills
CPA, Series 7, 24, 27...
Education
Stockton University
ING December 2013 - Present
Merrill Lynch October 2010 - November 2013
Geller & Company January 2009 - October 2010
Morgan Stanley January 2007 - February 2008
UBS October 2005 - January 2007
Skills
Financial Services, Financial Markets, Corporate Finance, Valuation, Finance, Strategic Financial..., Trading Systems, Business Strategy, Analytics, Trading, Private Equity, Investment Management, Fetch, Banking, Bloomberg, Investments, Risk Management, Social Media, Financial Planning, Equity Research
Education
State University of New York at Stony Brook 2000 — 2004
Bachelor of Science (BS), Economics
UBS Investment Bank 2008 - Present
UBS 2000 - 2008
Garban Intercapital Securities 1994 - 2000
Tradition North America Inc 1992 - 1994
Tradition North America Inc 1991 - 1992
Skills
Wealth Management, Equities, Fixed Income, Series 7, Asset Management, Asset Managment, Bonds, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Emerging Markets, FX Options, Financial Markets, Financial Risk, Hedge Funds, Investments, Portfolio Management, Securities, Series 63, Settlement, Structured Products, Swaps, Trading, Trading Systems
Education
Stockton University 1986 — 1990
UBS June 2008 - Present
UBS Investment Bank March 2004 - March 2008
Telcordia Technologies May 2001 - March 2004
Skills
Sybase, Unix, PL/SQL, Oracle, SQL, Database Design, SDLC, ETL, Microsoft SQL Server, Agile Methodologies, Data Modeling
Education
Stony Brook University
Signature Bank October 2006 - Present
UBS October 2004 - October 2006
Skills
OFAC, AML, USA PATRIOT Act, KYC, Bank Secrecy Act, Banking, Commercial Banking, Securities, Retail Banking, Due Diligence, Financial Risk, FINRA, Risk Management, Risk Assessment, Auditing, Operational Risk..., Fraud, Operational Risk, Hedge Funds, Sanction, Anti Money Laundering
Education
State University of New York at Stony Brook 1998 — 2002
Bachelor's degree, Applied Mathematics
Dreyfus March 2002 - Present
UBS June 1999 - March 2002
Deutsche Bank January 1998 - June 1999
Morgan Stanley Smith Barney September 1996 - January 1998
Skills
Series 7, Mutual Funds, Alternative Investments, Series 63
Education
State University of New York at Stony Brook 1992 — 1996
Bachelor of Arts
HS
Morgan Stanley Smith Barney August 2008 - October 2011
Citi July 2007 - July 2008
UBS June 2006 - August 2006
Skills
Financial Services, Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Business Process..., Vendor Management, Process Improvement, Risk Management, Analysis, Banking, Visio, Business Process, Software Documentation
Education
Harvard University 2012 — 2013
Professional Certificate, Strategic Management
Stevens Institute of Technology 2003 — 2007
Bachelors and Masters, Business and Technology, and Technology Management
Merrill Lynch May 2013 - Present
PricewaterhouseCoopers October 2007 - March 2013
UBS July 2005 - October 2007
Skills
Business Analysis, Project Management, PMP, Business Strategy, Financial Analysis, Program Management, Risk Management, Management Consulting, Change Management, Business Process..., Information Technology, Visio, Process Improvement, Managerial Finance, Financial Modeling, Business Transformation, Governance, Sarbanes-Oxley Act, IT Strategy, Mergers & Acquisitions, Strategy, Due Diligence, Business Process, Internal Controls, Finance, Auditing, Investments, Analysis, Internal Audit, Financial Services, Corporate Finance, Financial Reporting, Financial Risk, Portfolio Management, Financial Accounting
Education
Old Dominion University - College of Business and Public Administration 1994 — 1996
MBA
University of Wisconsin-La Crosse 1983 — 1987
Bachelor of Science (BS), Finance, General
Con Edison February 2009 - Present
UBS Wealth Management January 2001 - July 2008
ubs 2001 - 2008
Morgan Stanley January 1998 - January 2001
Metro-North Railroad 1993 - 1997
Education
Stevens Institute of Technology 2007 — 2011
MS, Information Systems
Susquehanna International Group July 2012 - Present
BNP Paribas May 2003 - June 2012
UBS 2001 - 2003
M2card 2000 - 2001
Citicorp 1999 - 2000
SunGard 1997 - 1999
Skills
Software Project..., C++, Java, C#, Perl, FIX, SQL, Unix Shell Scripting, SQL Server 2005/2000, Oracle, Purify, Quantify, MQ Series, TIBCO Rendezvous, OmniORB, Tomcat, Unix, Linux, Windows XP Professional
Education
Stony Brook University 1992 — 1997
Ph.D., Computer Science
University of Science and Technology of China 1988 — 1992
B.Sc., Computer Science
Nuvolo Technologies July 2015 - Present
Nuvolo Technologies September 2014 - Present
UBS July 2013 - August 2014
UBS July 2012 - July 2013
UBS July 2010 - July 2012
Skills
Analysis, Computer Network..., Databases, Microsoft Excel, Java, SDLC, Software Development, Troubleshooting, JavaScript, SQL, Networking
Education
Stevens Institute of Technology 2005 — 2010
B.E/M.E, Electrical Engineering
Unilever 2014 - 2015
Unilever 2014 - 2015
Unilever 2014 - 2014
Thomson Reuters August 2009 - October 2013
PlasticWare October 2009 - March 2011
UBS August 2005 - January 2008
Provident Bank New York 2008 - 2008
Stevens Institute of Technology January 2003 - August 2005
AST StockPlan March 2000 - January 2003
Skills
Project Portfolio..., Vendor Management, Portfolio Management, Equities, Business Analysis, Visio, Process Improvement, Data Analysis, Analysis, Program Management, Project Management, SDLC, Financial Services, Software Documentation, Access, Change Management
Education
Stevens Institute of Technology 2000 — 2004
MS, Project Management
William Paterson University of New Jersey 1991 — 1995
Bachelor of Arts (BA), Communication and Media Studies
UBS September 2011 - Present
Brown Brothers Harriman August 2009 - September 2011
Merrill Lynch & Co., Inc. February 2005 - August 2009
Merrill Lynch 1986 - 2009
Prudential Securities 1993 - 1995
Skills
Deferred Compensation, Business Strategy, Management, Employee Benefits, Mergers & Acquisitions, Human Resources, Succession Planning, Leadership, Performance Management, Pensions, Talent Management, Budgets, Financial Services, Private Equity, Mergers, Vendor Management, Executive Management, Organizational Design, HRIS, Employee Engagement, Onboarding
Education
Stevens Institute of Technology
Masters of Managemenet Science, Industrial Psycholocy
UBS August 2008 - Present
Skills
Financial Analysis, Risk Management, Fixed Income, Financial Modeling, Business Analysis, Investment Banking, Financial Risk, Banking, Finance, Equities, Derivatives, Financial Services
Education
Stevens Institute of Technology 2004 — 2008
Engineering, Engineering Management
UBS Wealth Management June 2009 - Present
UBS June 2009 - Present
Merrill Lynch August 1988 - January 2009
Skills
Bloomberg, Financial Risk, Securities, Fixed Income, Wealth Management, Equities, Capital Markets, Series 7, Bonds
Education
Stony Brook University
BA, Economics
Epiq Systems April 2014 - Present
Epiq Systems November 2012 - April 2014
Epiq Systems July 2011 - November 2012
UBS July 2007 - January 2011
UBS June 2006 - August 2006
Skills
Servers, VMware, Operating Systems, Active Directory, Windows Server, Troubleshooting, Wintel, System Administration, Windows, ITIL, DocuMatrix, Relativity, SQL
Education
State University of New York at Stony Brook 2002 — 2006
B.E., Electrical engineering
VJ Technologies April 2008 - Present
UBS Wealth Management June 2006 - April 2008
UBS 2006 - 2008
Education
Stony Brook University 2003 — 2006
BS, Computer Science
Freddie Mac January 2010 - December 2011
AT&T October 2009 - December 2009
UBS August 2006 - April 2009
Charter Communications Inc June 2004 - August 2006
Gajanand Enterprise June 2002 - May 2004
Information Tech Center July 2000 - January 2002
Skills
Risk Assessment, Identity Management, Access Management, Security+, Information Security..., IT and Business..., Disaster Recovery, Asset Management, Security Audits, Data Security, ISO 27001, PCI DSS, COBIT, FISMA, Tivoli Access Manager, Tivoli Identity Manager, RSA Security, Symantec, Security, Unix, Network Security, Siteminder, IT Audit
Education
Stevens Institute of Technology 2007 — 2010
Master of Science, Information System and Management
GH Patel College of Engineering and Technology 1996 — 2000
Bachelor of Science, Computer Science
Jarden Corporation August 2014 - Present
Jarden Corporation January 2013 - August 2014
Jarden Corporation February 2008 - December 2012
Production Resource Group, LLC 2004 - 2008
UBS 1998 - 2004
Skills
Treasury, Cash Management, Forecasting, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Hyperion Enterprise, Financial Reporting, SAP, Internal Controls, Corporate Finance, Cash Flow Forecasting, Strategic Financial..., Accounting, Finance, Hyperion
Education
Stevens Institute of Technology 2000 — 2002
Master of Science (MS), Management Information Systems, General
State University of New York at Albany 1994 — 1998
Bachelor of Science (BS), Economics
Private January 2013 - Present
UBS Investment Bank February 2010 - December 2011
Accent Architectural December 2007 - July 2008
Lazard April 2003 - September 2005
UBS July 1999 - March 2003
Skills
Project Management, CRM, Investments, Account Management, Management, Training, Business Development, Recruiting, Human Resources, Forecasting, Project Coordination, Marketing, Administrative..., Portfolio Management, Sales, Financial Analysis, Banking, Corporate Finance
Education
University of Phoenix 2005 — 2007
MBA, Global Management
SUNY Stony Brook 1995 — 1999
BA, Economics, Business Management
McMaster-Carr September 2013 - Present
Canon Financial Services, Inc. February 2012 - September 2013
SHI International Corp. September 2010 - October 2011
UBS June 2009 - February 2011
Skills
Salesforce.com, Account Management, Microsoft Office, Marketing, Microsoft Excel, Customer Service, Event Planning, PowerPoint, New Business Development, Social Media, Sales, Cold Calling, Outlook, Online Advertising, Public Relations, Management
Education
Stevens Institute of Technology 2014 — 2017
Master of Business Administration (MBA), Technology managment
University of Scranton 2006 — 2010
Bachelor of Science (B.S.), Business's administration
Bisop Eustace Prep Highschool 2002 — 2006
Highshool, Everything
Lockheed Martin October 2012 - Present
Lockheed Martin October 2011 - October 2012
Lockheed Martin October 2010 - October 2011
Lockheed Martin July 2008 - December 2010
UBS June 2007 - August 2007
Mars January 2006 - May 2006
Lehman Brothers May 2005 - December 2005
Lehman Brothers May 2004 - January 2005
Skills
Microsoft Exchange, Systems Engineering, Unix, Hardware, Integration, Networking, Infrastructure, Requirements Management, Telelogic DOORS, Software Development, Servers
Education
Stevens Institute of Technology 2008 — 2010
Master of Science, Software Engineering
Stevens Institute of Technology 2007 — 2008
Master of Engineering, Systems Engineering
Stevens Institute of Technology 2003 — 2008
Bachelor of Engineering, Computer Engineering
The University of Hong Kong 2006 — 2007
Exchange Student
UBS August 2011 - Present
MacKay Shields May 2010 - August 2010
Wytech Industries, Inc. September 2007 - November 2007
Skills
Visio, Microsoft Excel, ITIL v3 Foundations..., Management, Project Planning, Security, SharePoint, Windows 7, MS Project, System Administration, Access, Java, Active Directory, Unix, Windows Server, Databases, Business Analysis, Citrix, Disaster Recovery
Education
Stevens Institute of Technology 2006 — 2011
Bachelor of Engineering (BE), Information Systems Engineering
Stevens Institute of Technology 2006 — 2011
Master of Engineering, Networked Information Systems
New Jersey Institute of Technology 2006 — 2007
Information Systems Enginering
UBS February 2015 - Present
UBS August 2014 - February 2015
UBS Investment Bank August 2013 - August 2014
UBS August 2012 - August 2013
UBS Wealth Management June 2011 - August 2011
Skills
Risk Management, Business Analysis, Access, Data Analysis, Finance, Visio, Microsoft Office, PowerPoint, Analysis, Management, MS Project, Process Improvement, Project Management, Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Word, Process Automation, Operational Risk..., Analytics, Bloomberg, Budgets, Business Process..., Change Management, Corporate Finance, Economics, Equities, Fixed Income, Forecasting, Leadership, Market Research, Outlook, Program Management, Project Planning, Quality Assurance, Requirements Gathering, SharePoint, Software Documentation, Statistics, Strategic Planning, Team Leadership, Teamwork, Valuation, Wealth Management, Microsof, R&D, Innovation Management, Innovation, Big Data, Disruptive Technologies
Education
Stevens Institute of Technology 2008 — 2012
Bachelor's of Science, Business and Technology Minor in Economics and Finance
UBS June 2014 - Present
NYSE Euronext March 2012 - June 2014
Federal Reserve Bank of New York December 2005 - March 2012
Skills
Information Security, Solaris, ArcSight, Unix Shell Scripting, Information Security..., Vulnerability Assessment, Penetration Testing, Vulnerability Management, Network Security, Computer Security, Security, Disaster Recovery, Incident Response, Intrusion Detection, Firewalls, Business Continuity, IT Audit, Application Security
Education
Stevens Institute of Technology 2004 — 2006
Matster of Science, Information Security
Stockton University 2000 — 2004
Bs, Information Systems
QBE North America September 2015 - Present
KPMG October 2011 - August 2015
UBS August 2010 - August 2011
Skills
Due Diligence, Corporate Finance, Financial Reporting, Microsoft Excel, Financial Analysis, Auditing
Education
Stockton University 2008 — 2010
BS, Business Studies with a Concentration in Accounting
University of Virginia 2004 — 2008
Mechanical Engineering
Bank of America May 2013 - Present
Riverbed technology October 2012 - December 2012
AT&T Bell Labs May 2010 - September 2012
New York Life June 2000 - October 2009
UBS June 1998 - June 2000
credit agricole indosuez 1996 - 1998
Natwest Markets June 1994 - June 1996
ATT Bell Labs June 1986 - June 1994
Skills
Networking, Cloud Computing, Disaster Recovery, Data Center, Unix, Virtualization, Solaris, Enterprise Software, Enterprise Architecture, Security, Vendor Management, Perl, Linux, Servers, Cluster, Red Hat Linux, Apache, VMware ESX, Storage Area Networks, Veritas Cluster Server, RedHat, Veritas Volume Manager, Integration, Oracle, Netbackup, NetBackup, SAN
Education
Chicago, University of Chicago
Masters
Columbia University
Engineering
SUNY Stony Brook
Bachelor of Arts (BA)
UBS April 2014 - Present
UBS August 2011 - April 2014
Stevens Institute of Technology 2007 - 2011
NJ Transit May 2009 - August 2009
Skills
Business Analysis, Project Management, Visio, MS Project, SharePoint, Data Center, Strategy, Business Process Mapping, Data Analysis, Project Planning, Disaster Recovery, Databases, Process Improvement, Process Excellence
Education
Stevens Institute of Technology 2007 — 2011
BS, Business and Technology
UBS January 2009 - Present
UBS October 2006 - December 2008
Skills
Program Management, Series 63, Risk Management, Wealth Management, Retirement Planning, Project Management, Series 7, Product Management, Fixed Income
Education
SUNY Stony Brook
Horizon Commercial Realty November 2010 - Present
Marine Corps League Chapter 729 2008 - 2011
Robert Mattingly & Sons, Inc. 2002 - 2010
UBS January 1980 - August 2002
Education
Sullivan University
Business Management
Citco Fund Services April 2010 - March 2015
UBS October 2000 - April 2004
Citi February 1991 - October 2000
Skills
Trading Systems, Business Analysis, Middle Office, Market Data, Back Office, Sybase, SDLC, Equities, Capital Markets, Financial Services, Hedge Funds, Risk Management, FX Options, Derivatives, Investment Banking, Electronic Trading, Prime Brokerage, Requirements Analysis, Fixed Income
Education
Stevens Institute of Technology 2014 — 2016
Master of Business Administration (M.B.A.), Technology Management
The Open University 1987 — 1991
BA (Hons), Computing, First Class
Bank of America September 2013 - Present
UBS August 2011 - September 2013
UPS February 2010 - May 2010
UPS August 2008 - December 2008
Stantec January 2008 - May 2008
Education
Stevens Institute of Technology
Bachelor of Engineering, Engineering Management; Concentration - Systems Engineering
JPMorgan Chase July 2013 - Present
Stevens Institute of Technology September 2009 - April 2013
JPMorgan Chase June 2012 - August 2012
UBS June 2011 - August 2011
Skills
Microsoft Excel, R, Research, Java, Bloomberg, Prediction Markets, SQL, Project Management, Technical Analysis, SDLC, Fixed Income, Visual Basic, Operational Risk
Education
Stevens Institute of Technology 2009 — 2013
BS, Quantitative Finance
Universiteit van Amsterdam 2012 — 2012
Exchange Program, International Economics
401(k) Direct September 2015 - Present
Ascensus Consulting Services June 2014 - June 2015
ExpertPlan November 2009 - July 2014
UBS November 2008 - April 2009
Merrill Lynch February 2006 - March 2008
AXA Advisors January 2004 - March 2004
Skills
Mutual Funds, Series 7, Retirement Planning, Fixed Annuities, Retirement, Employee Benefits, Financial Advisory, Finance, FINRA, Series 63, 401k, Securities, Wealth Management, Alternative Investments, Investments, Series 6, Defined Benefit, ERISA, Investment Advisory, Financial Services, Pensions, Relationship Management
Education
Richard Stockton College of New Jersey 2001 — 2005
Bachelor of Arts, Political Science
Stockton University
Bachelor of Arts (B.A.), Political Science
DealerTrack 2011 - Present
Royal Bank of Scotland 2010 - 2010
UBS 2009 - 2010
UBS Investment Bank 2000 - 2007
Skills
Veritas Foundation Suite, Solaris Zones, Solaris Volume Manager, solaris 10, Red Hat Linux, Linux LVM, Unix Administration, Linux server..., Unix Shell Scripting, Perl, Bash, System Integration, Troubleshooting, PowerPath, EMC SAN Storage, NetApp Filers, Production Support, Disaster Recovery, TCP/IP, NIS, NFS, GFS, Sun, Veritas Volume Manager, Veritas Cluster Server, Storage Area Networks, RHCS, Syslog-ng, VMware, vSphere, Safenet Encryption..., Splunk, Confluence, BMC BladeLogic, Apache, Tomcat 6, Mule ESB, JBoss Application Server, HornetQ, MRG Messaging, Jenkins, Collabnet Subversion, Solaris, MariaDB, MySQL, Merengue, Limesurvey, Unix, Linux System..., Shell Scripting
Education
State University of New York at Stony Brook
MS, Electrical Engineering
Fidelity Investments April 2011 - Present
Fidelity Investments April 2011 - Present
Metropolitan Boston Real Estate June 2010 - December 2010
UBS September 2009 - May 2010
Smith Companies May 2007 - October 2007
Skills
CFA Level II Candidate..., CAIA Level II Candidate...
Education
Suffolk University 2006 — 2009
Finance
Suffolk UniversityMay 2009
Bachelor of Science, Business Administration; Finance; International Relations
Microsoft August 2014 - Present
UBS October 2013 - January 2014
Microsoft May 2013 - August 2013
University Medical Center Groningen May 2012 - August 2012
Credit Agricole May 2011 - August 2011
Skills
Java, C++, C, XML, Eclipse, Software Development, Microsoft Excel, SQL, Linux, PowerPoint, C#
Education
Stevens Institute of Technology 2010 — 2014
Bachelor of Science (BS), Computer Science
Stevens Institute of Technology 2010 — 2014
Master of Science (M.S.), Computer Science
UBS November 2011 - Present
LPL Financial June 2009 - November 2011
Smith Barney Brokerage Firm January 1995 - June 2009
Education
State University of New York at Canton
Business Administration
Citi April 2015 - Present
UBS June 1999 - Present
UBS Wealth Management 1999 - Present
Skills
JavaScript, Java, jQuery, Java Enterprise Edition, CSS, html, css3, html 5, jsp, Servlets, J2EE Application..., Web Services, Swift, Objective-C, iOS Development, Sencha, Ext JS, Oracle SQL Developer, WebSphere Application..., JIRA, Project Leadership, AngularJS
Education
Stony Brook University 1997 — 1999
Bachelor of Science (BS), Computer Science, 3.4
State University of New York at Buffalo
Pharmacy, 3.7
TMNA Services, LLC. (TMNAS) October 2014 - Present
NJM Insurance Group July 2014 - August 2014
Penn National Insurance May 2009 - June 2014
UBS February 2008 - January 2009
Skills
Software Project..., SDLC, Requirements Analysis, Agile Methodologies, Business Analysis
Education
IGIT, Delhi
Bachelor of Technology (BTech), Computer Science and Engineering
State University of New York at Stony Brook
Master's degree, Computer Science
Sensor CAT - Center for Advanced Technology, Stony Brook University February 2008 - Present
UBS June 2006 - August 2006
Skills
Python, NI LabVIEW, Java, Matlab, Data Structures, Microchip PIC, C, ARM Cortex-M, Algorithms
Education
Stony Brook University 2011 — 2015
Doctor of Philosophy (PhD), Electrical and Electronics Engineering
Stony Brook University 2008 — 2010
Master's degree, Electrical and Electronics Engineering
Stony Brook University 2003 — 2007
Bachelor of Engineering (BEng), Electrical and Electronics Engineering