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
Yan Yan Dong (董燕燕) Yan Yan Dong (董燕燕)'s UBS Experience July 2014 - Present
Job Account Manager Cash Equities at UBS
Industry Financial Services
Experience
UBS July 2014 - Present
Avondale Partners June 2014 - July 2014
Shareholder InSite, Inc. February 2014 - July 2014
Zhengzhou Foreign Language School 2008 - 2012
Zhengzhou Foreign Language School 2008 - 2012
Sias International University 2006 - 2008
Sias International University 2005 - 2005
Skills
Translation, Business English, International Trade, English, Leadership, Chinese (Mandarin), Social Media, Marketing Strategy, Financial Analysis, Strategic Negotiations, Mandarin, Analysis, Public Speaking, Chinese, Venture Capital, Competitive Analysis, Portfolio Management
Education
Belmont University 2013 — 2014
Master of Business Administration (MBA)
Sias International University 2004 — 2008
Bachelor of Arts (B.A.), Business Communications
The University of Wolverhampton 2007 — 2007
Teaching Development Program
UBS July 2014 - Present
Avondale Partners June 2014 - July 2014
Shareholder InSite, Inc. February 2014 - July 2014
Zhengzhou Foreign Language School 2008 - 2012
Zhengzhou Foreign Language School 2008 - 2012
Sias International University 2006 - 2008
Sias International University 2005 - 2005
Skills
Translation, Business English, International Trade, English, Leadership, Chinese (Mandarin), Social Media, Marketing Strategy, Financial Analysis, Strategic Negotiations, Mandarin, Analysis, Public Speaking, Chinese, Venture Capital, Competitive Analysis, Portfolio Management
Education
Belmont University 2013 — 2014
Master of Business Administration (MBA)
Sias International University 2004 — 2008
Bachelor of Arts (B.A.), Business Communications
The University of Wolverhampton 2007 — 2007
Teaching Development Program
Sherman Lee's UBS Experience February 2012 - May 2012
Job Fixed Income Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan October 2014 - Present
RBC Capital Markets July 2013 - September 2014
Bank of America Merrill Lynch June 2012 - August 2012
UBS February 2012 - May 2012
Merrill Lynch August 2011 - November 2011
Fortress Investment Group June 2011 - August 2011
PrivCo Media, LLC February 2011 - May 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
B.B.A., Major: Finance, Minors: Political Science and Economics
J.P. Morgan October 2014 - Present
RBC Capital Markets July 2013 - September 2014
Bank of America Merrill Lynch June 2012 - August 2012
UBS February 2012 - May 2012
Merrill Lynch August 2011 - November 2011
Fortress Investment Group June 2011 - August 2011
PrivCo Media, LLC February 2011 - May 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
B.B.A., Major: Finance, Minors: Political Science and Economics
Carly Himebaugh Carly Himebaugh's UBS Experience February 2015 - Present
Job Collateral Management Analyst at UBS
Industry Banking
Experience
UBS February 2015 - Present
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Social Media, Creative Writing, Public Speaking, Event Planning, Teamwork, Mac, Teaching, Social Networking, Curriculum Design, Facebook, Higher Education, Project Management
Education
Belmont University 2009 — 2013
Queen Mary, U. of London
UBS February 2015 - Present
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Social Media, Creative Writing, Public Speaking, Event Planning, Teamwork, Mac, Teaching, Social Networking, Curriculum Design, Facebook, Higher Education, Project Management
Education
Belmont University 2009 — 2013
Queen Mary, U. of London
John Mowry's UBS Experience March 2013 - October 2014
Job Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2014 - Present
UBS March 2013 - October 2014
Red Robin Gourmet Burgers August 2008 - October 2014
Waddell & Reed November 2011 - December 2012
Morgan Keegan & Company, Inc January 2011 - May 2011
Red Robin Gourmet Burgers March 2007 - July 2008
United States Marine Corps August 2004 - November 2006
Education
Belmont University 2008 — 2011
Bachelor of Business Administration, Finance
New River Community College 2007 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
UBS Wealth Management November 2014 - Present
UBS March 2013 - October 2014
Red Robin Gourmet Burgers August 2008 - October 2014
Waddell & Reed November 2011 - December 2012
Morgan Keegan & Company, Inc January 2011 - May 2011
Red Robin Gourmet Burgers March 2007 - July 2008
United States Marine Corps August 2004 - November 2006
Education
Belmont University 2008 — 2011
Bachelor of Business Administration, Finance
New River Community College 2007 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
James Gillock's UBS Experience August 2014 - May 2015
Job Analyst at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management May 2015 - Present
UBS August 2014 - May 2015
Baylor University January 2015 - April 2015
Tolleson Wealth Management May 2014 - August 2014
J.Crew May 2012 - July 2014
Morgan Stanley Wealth Management May 2013 - July 2013
Wells Fargo Advisors February 2013 - May 2013
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Event Planning, Social Media, Fundraising, Asset Allocation, Stocks, Retail Sales, Sales, Public Speaking, Estate Planning, Philanthropy, Retirement Planning, Property & Casualty..., Life Insurance, Health Insurance
Education
Baylor University 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Tolleson Wealth Management May 2015 - Present
UBS August 2014 - May 2015
Baylor University January 2015 - April 2015
Tolleson Wealth Management May 2014 - August 2014
J.Crew May 2012 - July 2014
Morgan Stanley Wealth Management May 2013 - July 2013
Wells Fargo Advisors February 2013 - May 2013
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Event Planning, Social Media, Fundraising, Asset Allocation, Stocks, Retail Sales, Sales, Public Speaking, Estate Planning, Philanthropy, Retirement Planning, Property & Casualty..., Life Insurance, Health Insurance
Education
Baylor University 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Temi Motoni Temi Motoni's UBS Experience August 2007 - December 2007
Job Product Development Business Analysis
Industry Information Technology and Services
Experience
Freddie Mac February 2015 - Present
XL Insurance February 2008 - December 2014
The Leukemia & Lymphoma Society January 2012 - May 2014
UBS August 2007 - December 2007
Alternative Asset Investment Management February 2007 - July 2007
Skills
Microsoft Excel, Data Analysis, Access, Finance, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Customer Service, Analysis, Financial Reporting, Insurance, Auditing, Outlook, Research, Investments, Event Planning, Public Speaking, Leadership, Data Entry, Time Management, Budgets, Teamwork, Policy, Process Improvement
Education
Benedictine University 2010 — 2012
Master of Public Health (M.P.H.), Health/Health Care Administration/Management
Baruch College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Investment
Freddie Mac February 2015 - Present
XL Insurance February 2008 - December 2014
The Leukemia & Lymphoma Society January 2012 - May 2014
UBS August 2007 - December 2007
Alternative Asset Investment Management February 2007 - July 2007
Skills
Microsoft Excel, Data Analysis, Access, Finance, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Customer Service, Analysis, Financial Reporting, Insurance, Auditing, Outlook, Research, Investments, Event Planning, Public Speaking, Leadership, Data Entry, Time Management, Budgets, Teamwork, Policy, Process Improvement
Education
Benedictine University 2010 — 2012
Master of Public Health (M.P.H.), Health/Health Care Administration/Management
Baruch College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Investment
Rebecca E. White Rebecca E. White's UBS Experience February 2011 - May 2012
Job Managing Director Global Compliance at Bank of America
Industry Financial Services
Experience
Bank of America December 2014 - Present
HSBC May 2014 - Present
HSBC January 2013 - Present
Royal Bank of Scotland September 2012 - October 2012
UBS February 2011 - May 2012
UBS Investment Bank 2007 - 2011
UBS Investment Bank 2001 - 2006
Union Bank of Switzerland 1997 - 2001
Loeb & Loeb LLP 1995 - 1997
Loeb & Loeb LLP 1991 - 1995
Skills
Securities, Corporate Governance, Litigation, Arbitration, Intellectual Property, Employment Law, Securities Regulation, Hedge Funds, Capital Markets, Private Equity, Derivatives, Equities, Financial Risk, Financial Services, FINRA, Dispute Resolution, Commercial Litigation, Corporate Law, Legal Advice, Policy, Financial Regulation, Legal Writing, Banking, Internal Investigations
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1985 — 1988
JD, Law
Cottingham High School (Sixth Form), E. Yorkshire, England 1982 — 1984
A-Levels
Bank of America December 2014 - Present
HSBC May 2014 - Present
HSBC January 2013 - Present
Royal Bank of Scotland September 2012 - October 2012
UBS February 2011 - May 2012
UBS Investment Bank 2007 - 2011
UBS Investment Bank 2001 - 2006
Union Bank of Switzerland 1997 - 2001
Loeb & Loeb LLP 1995 - 1997
Loeb & Loeb LLP 1991 - 1995
Skills
Securities, Corporate Governance, Litigation, Arbitration, Intellectual Property, Employment Law, Securities Regulation, Hedge Funds, Capital Markets, Private Equity, Derivatives, Equities, Financial Risk, Financial Services, FINRA, Dispute Resolution, Commercial Litigation, Corporate Law, Legal Advice, Policy, Financial Regulation, Legal Writing, Banking, Internal Investigations
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1985 — 1988
JD, Law
Cottingham High School (Sixth Form), E. Yorkshire, England 1982 — 1984
A-Levels
Seth Almansi's UBS Experience 2004 - July 2012
Job Private Banker, Citi
Industry Financial Services
Experience
Citi October 2013 - Present
Citi July 2012 - Present
UBS 2004 - July 2012
Deutsche Bank 1997 - 2004
Skills
Prime Brokerage, Equities, Fixed Income, Series 7, Asset Management, Capital Markets, Portfolio Management, Hedge Funds, Investments, Bloomberg, Derivatives, Financial Modeling, Valuation, Series 63, Risk Management, Financial Analysis, Investment Banking, Private Equity, Trading, Alternative Investments, Electronic Trading, Equity Derivatives, Financial Markets, Securities, Institutional...
Education
University of Chicago 1992 — 1996
MA, PhD (ABD)
Bates College 1988 — 1992
BA
Citi October 2013 - Present
Citi July 2012 - Present
UBS 2004 - July 2012
Deutsche Bank 1997 - 2004
Skills
Prime Brokerage, Equities, Fixed Income, Series 7, Asset Management, Capital Markets, Portfolio Management, Hedge Funds, Investments, Bloomberg, Derivatives, Financial Modeling, Valuation, Series 63, Risk Management, Financial Analysis, Investment Banking, Private Equity, Trading, Alternative Investments, Electronic Trading, Equity Derivatives, Financial Markets, Securities, Institutional...
Education
University of Chicago 1992 — 1996
MA, PhD (ABD)
Bates College 1988 — 1992
BA
Sumita Jeremy Sumita Jeremy's UBS Experience April 2006 - June 2009
Job Accountant & Financial Controller
Industry Accounting
Experience
Foster Reeve & Associates Inc January 2013 - Present
J & J Construction January 2010 - June 2012
UBS April 2006 - June 2009
HSBC Securities May 2005 - April 2006
Baruch College August 2004 - April 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Financial Accounting, Strategic Financial..., Managerial Finance, Internal Controls, Corporate Finance, Auditing, Cash Flow, Tax, Management Accounting, Finance, Sarbanes-Oxley Act, Accounts Receivable, Analysis, Budgets, Due Diligence, Financial Statements, Forecasting, IFRS, Management, Microsoft Excel, Payroll, QuickBooks, US GAAP, Banking, Mergers
Education
DeVry University 2013 — 2016
Master of Business Administration (M.B.A.), Accounting
Baruch College 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Foster Reeve & Associates Inc January 2013 - Present
J & J Construction January 2010 - June 2012
UBS April 2006 - June 2009
HSBC Securities May 2005 - April 2006
Baruch College August 2004 - April 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Financial Accounting, Strategic Financial..., Managerial Finance, Internal Controls, Corporate Finance, Auditing, Cash Flow, Tax, Management Accounting, Finance, Sarbanes-Oxley Act, Accounts Receivable, Analysis, Budgets, Due Diligence, Financial Statements, Forecasting, IFRS, Management, Microsoft Excel, Payroll, QuickBooks, US GAAP, Banking, Mergers
Education
DeVry University 2013 — 2016
Master of Business Administration (M.B.A.), Accounting
Baruch College 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Carlos Diaz Barahona's UBS Experience May 2014 - August 2014
Job Banking Audit Intern at KPMG Panamá
Industry Banking
Experience
KPMG Panamá May 2015 - August 2015
UBS May 2014 - August 2014
Metrobank S.A. June 2013 - August 2013
SCUBAPANAMA, S.A. January 2012 - May 2012
Skills
Accounting, Teamwork, Sales, Diving, Organization, Language Teaching, Language Services, Microsoft Office, Microsoft Word, Banking, Finance, Economics, PowerPoint
Education
Bentley University 2012 — 2016
Bachelor of Science (BS), Corporate Finance and Accounting
Universität Mannheim 2014 — 2014
Exchange Student for the Business School (Fall 2014), Business Administration and Management, General
Colegio Episcopal de Panama 1999 — 2011
Diploma in Humanities with an Emphasis on Languages
KPMG Panamá May 2015 - August 2015
UBS May 2014 - August 2014
Metrobank S.A. June 2013 - August 2013
SCUBAPANAMA, S.A. January 2012 - May 2012
Skills
Accounting, Teamwork, Sales, Diving, Organization, Language Teaching, Language Services, Microsoft Office, Microsoft Word, Banking, Finance, Economics, PowerPoint
Education
Bentley University 2012 — 2016
Bachelor of Science (BS), Corporate Finance and Accounting
Universität Mannheim 2014 — 2014
Exchange Student for the Business School (Fall 2014), Business Administration and Management, General
Colegio Episcopal de Panama 1999 — 2011
Diploma in Humanities with an Emphasis on Languages
Lance Crossett Lance Crossett's UBS Experience March 2001 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS March 2001 - Present
Education
Baylor University 1988 — 1991
UBS March 2001 - Present
Education
Baylor University 1988 — 1991
Anthony Landi's UBS Experience August 2007 - Present
Job First Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS August 2007 - Present
Morgan Stanley February 1997 - August 2007
Skills
Investments
Education
Bentley University 1990 — 1994
Batchelor of Science, Finance
La Salle Academy providence 1986 — 1990
UBS August 2007 - Present
Morgan Stanley February 1997 - August 2007
Skills
Investments
Education
Bentley University 1990 — 1994
Batchelor of Science, Finance
La Salle Academy providence 1986 — 1990
Stanice Gaspard Stanice Gaspard's UBS Experience January 2013 - May 2014
Job Incoming Summer Credit Rating Analyst at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's June 2015 - August 2015
KPMG US January 2015 - April 2015
EY June 2014 - August 2014
UBS January 2013 - May 2014
American Stock Transfer & Trust Company, LLC June 2013 - August 2013
LaGuardia Community College September 2012 - December 2012
Skills
Morningstar, Microsoft Office, Financial Analysis, Accounting, Financial Reporting, Financial Accounting, QuickBooks, Accounts Payable, General Ledger, Access, Accounts Receivable, Microsoft Excel, Spreadsheets, Bookkeeping, Analysis, PowerPoint, Outlook, Corporate Finance, Finance
Education
City University of New York-Baruch College 2013 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Laguardia Community College 2012 — 2013
Associate of Science (A.S.), Accounting, 4.0
University of Massachusetts, Amherst 2010 — 2011
Standard & Poor's June 2015 - August 2015
KPMG US January 2015 - April 2015
EY June 2014 - August 2014
UBS January 2013 - May 2014
American Stock Transfer & Trust Company, LLC June 2013 - August 2013
LaGuardia Community College September 2012 - December 2012
Skills
Morningstar, Microsoft Office, Financial Analysis, Accounting, Financial Reporting, Financial Accounting, QuickBooks, Accounts Payable, General Ledger, Access, Accounts Receivable, Microsoft Excel, Spreadsheets, Bookkeeping, Analysis, PowerPoint, Outlook, Corporate Finance, Finance
Education
City University of New York-Baruch College 2013 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Laguardia Community College 2012 — 2013
Associate of Science (A.S.), Accounting, 4.0
University of Massachusetts, Amherst 2010 — 2011
Pierre Coker's UBS Experience June 2007 - August 2007
Job Sr. Director Finance & Business Analysis at Fab.com
Industry Retail
Experience
Fab.com September 2013 - Present
Monitor Group November 2010 - September 2013
Fermat Edu. August 2009 - June 2010
UBS AG June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Strategy, Economics, Financial Modeling, Data Analysis, Research, Business Strategy, Management Consulting, Entrepreneurship, Organizational Design, Strategic Consulting, Non-profits, Marketing Research, Customer Segmentation..., Brand Development..., Innovation, SQL, NetSuite, Google Analytics, SPSS, Budget Management
Education
Harvard University 2005 — 2009
A.B., Economics, German Language and Literature
Beijing Language and Culture University 2009 — 2009
Mandarin Chinese
Fab.com September 2013 - Present
Monitor Group November 2010 - September 2013
Fermat Edu. August 2009 - June 2010
UBS AG June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Strategy, Economics, Financial Modeling, Data Analysis, Research, Business Strategy, Management Consulting, Entrepreneurship, Organizational Design, Strategic Consulting, Non-profits, Marketing Research, Customer Segmentation..., Brand Development..., Innovation, SQL, NetSuite, Google Analytics, SPSS, Budget Management
Education
Harvard University 2005 — 2009
A.B., Economics, German Language and Literature
Beijing Language and Culture University 2009 — 2009
Mandarin Chinese
Kristina Bakis's UBS Experience November 2014 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS November 2014 - Present
UBS Financial Services, Inc March 2013 - November 2014
UBS Financial Services, Inc June 2011 - March 2013
UBS Financial Services INC. April 2006 - June 2011
Fidelity Investments June 2005 - April 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Bates College 2001 — 2005
BA, French, Spanish
UBS November 2014 - Present
UBS Financial Services, Inc March 2013 - November 2014
UBS Financial Services, Inc June 2011 - March 2013
UBS Financial Services INC. April 2006 - June 2011
Fidelity Investments June 2005 - April 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Bates College 2001 — 2005
BA, French, Spanish
Sheree Henry Sheree Henry's UBS Experience May 2015 - Present
Job Securities Lending at UBS
Industry Financial Services
Experience
UBS May 2015 - Present
Morgan Stanley January 2013 - November 2014
Morgan Stanley June 2012 - August 2012
Earley Travel Service February 2007 - June 2012
Air Jamaica Holdings Limited June 1998 - February 2005
Skills
Customer Service, Excel, Microsoft Office, English, Problem Solving, Teamwork, Team Leadership, Mentoring
Education
City University of New York-Baruch College 2007 — 2013
BBA, Finance and Investment
Kingsborough Community College 2005 — 2006
Associate of Arts (A.A.), Liberal Arts
UBS May 2015 - Present
Morgan Stanley January 2013 - November 2014
Morgan Stanley June 2012 - August 2012
Earley Travel Service February 2007 - June 2012
Air Jamaica Holdings Limited June 1998 - February 2005
Skills
Customer Service, Excel, Microsoft Office, English, Problem Solving, Teamwork, Team Leadership, Mentoring
Education
City University of New York-Baruch College 2007 — 2013
BBA, Finance and Investment
Kingsborough Community College 2005 — 2006
Associate of Arts (A.A.), Liberal Arts
Lisa Dunn's UBS Experience February 2009 - May 2009
Job Hybrid Trading at ICAP
Industry Financial Services
Experience
ICAP October 2010 - Present
ICAP October 2010 - February 2014
Northeast Planning Associates May 2009 - December 2009
UBS February 2009 - May 2009
Fidelity Investments July 2007 - August 2007
Skills
Electronic Trading, Emerging Markets, Interest Rate Swaps, Credit Derivatives, CDS, Trading, Trading Systems, Series 7, Bloomberg, Fixed Income, Bloomberg Terminal, Business Development, Product Development, Capital Markets, Series 63, Series 3, Foreign Exchange, Swaps, Credit
Education
Bentley University 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Universitat Pompeu Fabra 2008 — 2008
Finance, General
Rahway High School 2001 — 2005
ICAP October 2010 - Present
ICAP October 2010 - February 2014
Northeast Planning Associates May 2009 - December 2009
UBS February 2009 - May 2009
Fidelity Investments July 2007 - August 2007
Skills
Electronic Trading, Emerging Markets, Interest Rate Swaps, Credit Derivatives, CDS, Trading, Trading Systems, Series 7, Bloomberg, Fixed Income, Bloomberg Terminal, Business Development, Product Development, Capital Markets, Series 63, Series 3, Foreign Exchange, Swaps, Credit
Education
Bentley University 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Universitat Pompeu Fabra 2008 — 2008
Finance, General
Rahway High School 2001 — 2005
Brandon Love, CFP® Brandon Love, CFP®'s UBS Experience November 2008 - November 2012
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. November 2012 - Present
UBS November 2008 - November 2012
Morgan Stanley May 2003 - November 2008
Turcotte Hockey School June 1994 - August 2002
Education
Eastern Michigan University 2001 — 2003
B.B.A., Finance
Bentley University 1999 — 2001
Finance
Orchard Lake St. Mary's High School 1994 — 1997
J.P. Morgan Chase Bank, N.A. November 2012 - Present
UBS November 2008 - November 2012
Morgan Stanley May 2003 - November 2008
Turcotte Hockey School June 1994 - August 2002
Education
Eastern Michigan University 2001 — 2003
B.B.A., Finance
Bentley University 1999 — 2001
Finance
Orchard Lake St. Mary's High School 1994 — 1997
Yohei Fujita's UBS Experience June 2015 - August 2015
Job Visionary Entrepreneur
Industry Financial Services
Experience
UBS June 2015 - August 2015
Somerset Academy Charter Schools August 2011 - May 2014
US Congress June 2013 - August 2013
Skills
Public Speaking, Spanish, Research, Data Analysis, Team Leadership, Economics, PowerPoint, Financial Modeling, Strategic Planning, Leadership, Entrepreneurship, Model United Nations, Microsoft Excel, Valuation, Emerging Markets, Business Planning, Contract Negotiation, Investments, Nonprofits
Education
University of North Carolina at Chapel Hill 2014 — 2016
BA Honors, Economics
Beijing International Studies University 2014 — 2014
Mandarin & Chinese Culture
Miami Dade College 2012 — 2014
A.A. Highest Honors & Distinction, Economics
UBS June 2015 - August 2015
Somerset Academy Charter Schools August 2011 - May 2014
US Congress June 2013 - August 2013
Skills
Public Speaking, Spanish, Research, Data Analysis, Team Leadership, Economics, PowerPoint, Financial Modeling, Strategic Planning, Leadership, Entrepreneurship, Model United Nations, Microsoft Excel, Valuation, Emerging Markets, Business Planning, Contract Negotiation, Investments, Nonprofits
Education
University of North Carolina at Chapel Hill 2014 — 2016
BA Honors, Economics
Beijing International Studies University 2014 — 2014
Mandarin & Chinese Culture
Miami Dade College 2012 — 2014
A.A. Highest Honors & Distinction, Economics
Tami Dockter Tami Dockter's UBS Experience January 2009 - April 2009
Job Seeking Employment at Unknown
Industry Nonprofit Organization Management
Experience
Unknown Administrative ManagerYoung LifeApril 2013 - April 2014
Colacurcio Brothers December 2011 - March 2013
Cutsforth Inc~ June 2009 - July 2011
UBS~ January 2009 - April 2009
Christ the King Community Church August 2002 - January 2009
Horizon Bank July 1987 - March 1997
Skills
Customer Service, Data Entry, Accounts Payable, Leadership, Public Speaking, Marketing, Fundraising, Team Building
Education
Northwest Computer Literacy Instruction Corps 2011 — 2011
Certificate of Completion, Microsoft Excel 2010
Bellingham Technical College 1986 — 1986
Certicate of Completion, Advanced Supervision/Management
American Institute of Banking 1984 — 1986
Certificates of Completion, Bank Accounting, New Accounts, Principles of Banking
Bellingham Technical College 1982 — 1982
Certificate of Completion, Accounting
Unknown Administrative ManagerYoung LifeApril 2013 - April 2014
Colacurcio Brothers December 2011 - March 2013
Cutsforth Inc~ June 2009 - July 2011
UBS~ January 2009 - April 2009
Christ the King Community Church August 2002 - January 2009
Horizon Bank July 1987 - March 1997
Skills
Customer Service, Data Entry, Accounts Payable, Leadership, Public Speaking, Marketing, Fundraising, Team Building
Education
Northwest Computer Literacy Instruction Corps 2011 — 2011
Certificate of Completion, Microsoft Excel 2010
Bellingham Technical College 1986 — 1986
Certicate of Completion, Advanced Supervision/Management
American Institute of Banking 1984 — 1986
Certificates of Completion, Bank Accounting, New Accounts, Principles of Banking
Bellingham Technical College 1982 — 1982
Certificate of Completion, Accounting
Brian Kelleher's UBS Experience June 2011 - May 2014
Job Wealth Planning Associate at Ballentine Partners, LLC
Industry Financial Services
Experience
Ballentine Partners, LLC June 2014 - Present
UBS June 2011 - May 2014
Bentley University January 2011 - May 2014
Ellington Golf Center May 2009 - September 2011
Bentley University March 2011 - July 2011
Skills
Series 65, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Leadership, Teamwork, Access, Sales, Accounting, Data Analysis, Financial Modeling, Scenario Analysis, SAP, Finance, Investments
Education
Bentley University 2010 — 2014
Bachelor of Science (BS) - Magna Cum Laude, Corporate Finance and Accounting Global Perspectives, GPA: 3.64
Ellington High School 2006 — 2010
Ballentine Partners, LLC June 2014 - Present
UBS June 2011 - May 2014
Bentley University January 2011 - May 2014
Ellington Golf Center May 2009 - September 2011
Bentley University March 2011 - July 2011
Skills
Series 65, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Leadership, Teamwork, Access, Sales, Accounting, Data Analysis, Financial Modeling, Scenario Analysis, SAP, Finance, Investments
Education
Bentley University 2010 — 2014
Bachelor of Science (BS) - Magna Cum Laude, Corporate Finance and Accounting Global Perspectives, GPA: 3.64
Ellington High School 2006 — 2010
Jonathan Henk Jonathan Henk's UBS Experience July 2014 - Present
Job Trade and Processing Specialist at UBS
Industry Events Services
Experience
UBS July 2014 - Present
Hillwood Country Club July 2013 - June 2014
Muse Associates January 2013 - May 2013
Exterior Energy Solutions October 2012 - January 2013
Waterway Inc. April 2009 - August 2011
Skills
Retail, Facebook, Customer Service, Time Management, Social Networking, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing, PowerPoint, Management
Education
Belmont University 2009 — 2011
Bachelor of Business Administration (BBA), Music Business
SUNY Albany 2007 — 2009
UBS July 2014 - Present
Hillwood Country Club July 2013 - June 2014
Muse Associates January 2013 - May 2013
Exterior Energy Solutions October 2012 - January 2013
Waterway Inc. April 2009 - August 2011
Skills
Retail, Facebook, Customer Service, Time Management, Social Networking, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing, PowerPoint, Management
Education
Belmont University 2009 — 2011
Bachelor of Business Administration (BBA), Music Business
SUNY Albany 2007 — 2009
Cassandra Bain's UBS Experience 1999 - 2001
Job Wintrust Financial
Industry Banking
Experience
Wintrust Financial 2014 - Present
UBS 1999 - 2001
Union Planters Bank 1997 - 1999
Nashville Ballet 1991 - 1993
School of Nashville Ballet 1981 - 1991
Skills
New Business Development, Customer Satisfaction, Team Leadership, Outlook, Customer Service, Operations Management, Customer Support, Windows, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Mathematical Analysis, Banking, Retail Banking, Bank Reconciliation, Branch Banking, Team Management
Education
Belmont University 1995 — 1997
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
University of Tennessee-Knoxville 1994 — 1995
Finance
Wintrust Financial 2014 - Present
UBS 1999 - 2001
Union Planters Bank 1997 - 1999
Nashville Ballet 1991 - 1993
School of Nashville Ballet 1981 - 1991
Skills
New Business Development, Customer Satisfaction, Team Leadership, Outlook, Customer Service, Operations Management, Customer Support, Windows, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Mathematical Analysis, Banking, Retail Banking, Bank Reconciliation, Branch Banking, Team Management
Education
Belmont University 1995 — 1997
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
University of Tennessee-Knoxville 1994 — 1995
Finance
Donald Laurence, Jr Donald Laurence, Jr's UBS Experience July 2000 - August 2003
Job First Vice President, Investment Officer, CRC®, CFP® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Nebens Laurence Wealth Management, Wells Fargo Advisors, LLC February 2007 - Present
Southwest Securities August 2003 - February 2007
UBS July 2000 - August 2003
Skills
Retirement Planning, Management, Financial Advisory, Mutual Funds, CRM, Investments, Finance, Financial Services
Education
Baylor University 1991 — 1996
Bachelor of Science in Education, Education
Texas A&M University-Kingsville 1997 — 1998
Master of Science in Educational Administration, Education
Nebens Laurence Wealth Management, Wells Fargo Advisors, LLC February 2007 - Present
Southwest Securities August 2003 - February 2007
UBS July 2000 - August 2003
Skills
Retirement Planning, Management, Financial Advisory, Mutual Funds, CRM, Investments, Finance, Financial Services
Education
Baylor University 1991 — 1996
Bachelor of Science in Education, Education
Texas A&M University-Kingsville 1997 — 1998
Master of Science in Educational Administration, Education
Shlomo Mizrahi Shlomo Mizrahi's UBS Experience November 2014 - Present
Job Intern at UBS
Industry Financial Services
Experience
UBS November 2014 - Present
Fundamentals of Management at Baruch College September 2014 - December 2014
Vettery June 2014 - November 2014
J.G. Equities July 2013 - November 2013
Kassin Sabbagh Realty May 2013 - August 2013
Skills
Sales, Cold Calling, Account Management, Mortgage Lending, Selling, Microsoft Excel, Data Analysis, Business Development, Financial Modeling
Education
Baruch College 2012 — 2016
UBS November 2014 - Present
Fundamentals of Management at Baruch College September 2014 - December 2014
Vettery June 2014 - November 2014
J.G. Equities July 2013 - November 2013
Kassin Sabbagh Realty May 2013 - August 2013
Skills
Sales, Cold Calling, Account Management, Mortgage Lending, Selling, Microsoft Excel, Data Analysis, Business Development, Financial Modeling
Education
Baruch College 2012 — 2016
Elizabeth Doerr's UBS Experience June 2013 - September 2013
Job Risk Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - Present
Bentley University August 2014 - November 2014
Brown Brothers Harriman June 2014 - August 2014
UBS June 2013 - September 2013
Bentley University February 2012 - June 2012
Skills
PowerPoint, Access, Microsoft Excel, Microsoft Office, Microsoft Word, Morningstar, Data Analysis, HTML, Outlook, Leadership
Education
Bentley University 2011 — 2015
Bachelor of Science, Economics-Finance; Liberal Studies; Earth, Environment & Global Sustainability
Universitat Pompeu Fabra 2013 — 2013
Semester Abroad in Barcelona, Spain
Southampton High School 2007 — 2011
High School
Brown Brothers Harriman June 2015 - Present
Bentley University August 2014 - November 2014
Brown Brothers Harriman June 2014 - August 2014
UBS June 2013 - September 2013
Bentley University February 2012 - June 2012
Skills
PowerPoint, Access, Microsoft Excel, Microsoft Office, Microsoft Word, Morningstar, Data Analysis, HTML, Outlook, Leadership
Education
Bentley University 2011 — 2015
Bachelor of Science, Economics-Finance; Liberal Studies; Earth, Environment & Global Sustainability
Universitat Pompeu Fabra 2013 — 2013
Semester Abroad in Barcelona, Spain
Southampton High School 2007 — 2011
High School
Lina Izrailov Rubin's UBS Experience April 2007 - Present
Job Product Development Alternative Investments, UBS
Industry Venture Capital & Private Equity
Experience
UBS April 2007 - Present
Weil Gotshal & Manges September 2000 - March 2007
Goldman Sachs & Co. June 1995 - August 1997
Skills
Private Equity, Hedge Funds, Real Estate, Alternative Investments, Structuring
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1997 — 2000
JD, Law
New York University 1992 — 1995
B.A., Economics, Political Science
UBS April 2007 - Present
Weil Gotshal & Manges September 2000 - March 2007
Goldman Sachs & Co. June 1995 - August 1997
Skills
Private Equity, Hedge Funds, Real Estate, Alternative Investments, Structuring
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1997 — 2000
JD, Law
New York University 1992 — 1995
B.A., Economics, Political Science
Paul Mankarious Paul Mankarious's UBS Experience October 2009 - May 2010
Job Sales Consultant at AssetMark
Industry Financial Services
Experience
AssetMark May 2014 - Present
Inland Securities Corporation October 2013 - May 2014
JPMorgan Chase October 2011 - October 2013
JPMorgan Chase May 2010 - September 2011
UBS October 2009 - May 2010
Skills
Banking, Credit, Loans, Mortgage Lending, Residential Mortgages, Refinance, New Home Purchase
Education
Benedictine University 2005 — 2009
Finance, Finance
AssetMark May 2014 - Present
Inland Securities Corporation October 2013 - May 2014
JPMorgan Chase October 2011 - October 2013
JPMorgan Chase May 2010 - September 2011
UBS October 2009 - May 2010
Skills
Banking, Credit, Loans, Mortgage Lending, Residential Mortgages, Refinance, New Home Purchase
Education
Benedictine University 2005 — 2009
Finance, Finance
Spyridon Spyros Melitsopoulos Spyridon Spyros Melitsopoulos's UBS Experience September 2006 - December 2006
Job Auditor III at Citi
Industry Banking
Experience
Citi March 2014 - Present
JPMorgan Chase & Co January 2012 - March 2014
JPMorgan Chase June 2010 - August 2011
HORIZON ASSET MANAGEMENT, INC February 2007 - May 2007
UBS September 2006 - December 2006
AIG June 2003 - December 2003
Hellenic Army January 1992 - June 1993
Skills
Financial Analysis, Loans, Mortgage, Portfolio Management, Portfolios, Commercial Lending, Credit Analysis, Credit, Mutual Funds, Financial Data, Asset, Real Estate Finance, Asset Management, Cash Management, Mortgage Lending, Asset Managment, Credit Risk, Trading Strategies, Hedge Funds, Financial Risk, FX trading, Fixed Income, Loan Origination, Financial Modeling, Banking, Commodity, Risk Management, Hedging, Bloomberg, Proprietary Trading, Series 7, Equities, Bonds, Alternative Investments, Options, Derivatives, Wealth Management, Equity Trading, Foreign Exchange, Series 63, Mortgage Banking, Electronic Trading, Capital Markets, Currency, Investment Banking, Financial Markets, FX Options, Trading Systems, Real Estate Economics, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Bachelor of Business Administration (BBA), FINANCE - INVESTMENTS
Overall 2004 — 2008
BBA, FINANCE/INVESTMENTS
LaGUARDIA COMMUNITY COLLEGE, CUNY 2000 — 2003
Associate in Science degree (Honors), BUSINESS ADMINISTRATION - FINANCE
Citi March 2014 - Present
JPMorgan Chase & Co January 2012 - March 2014
JPMorgan Chase June 2010 - August 2011
HORIZON ASSET MANAGEMENT, INC February 2007 - May 2007
UBS September 2006 - December 2006
AIG June 2003 - December 2003
Hellenic Army January 1992 - June 1993
Skills
Financial Analysis, Loans, Mortgage, Portfolio Management, Portfolios, Commercial Lending, Credit Analysis, Credit, Mutual Funds, Financial Data, Asset, Real Estate Finance, Asset Management, Cash Management, Mortgage Lending, Asset Managment, Credit Risk, Trading Strategies, Hedge Funds, Financial Risk, FX trading, Fixed Income, Loan Origination, Financial Modeling, Banking, Commodity, Risk Management, Hedging, Bloomberg, Proprietary Trading, Series 7, Equities, Bonds, Alternative Investments, Options, Derivatives, Wealth Management, Equity Trading, Foreign Exchange, Series 63, Mortgage Banking, Electronic Trading, Capital Markets, Currency, Investment Banking, Financial Markets, FX Options, Trading Systems, Real Estate Economics, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Bachelor of Business Administration (BBA), FINANCE - INVESTMENTS
Overall 2004 — 2008
BBA, FINANCE/INVESTMENTS
LaGUARDIA COMMUNITY COLLEGE, CUNY 2000 — 2003
Associate in Science degree (Honors), BUSINESS ADMINISTRATION - FINANCE
Raquel Hutchinson-Monteith's UBS Experience January 2010 - Present
Job Client Relationship Manager at UBS
Industry Financial Services
Experience
UBS January 2010 - Present
UBS January 2008 - 2010
UBS July 2007 - January 2008
UBS 2006 - 2007
Sikorsky Aircraft May 2004 - January 2006
Skills
Marketing, Microsoft Office, Financial Analysis, PowerPoint, Microsoft Word, Social Media, Public Speaking, Microsoft Excel, Leadership, CRM, Project Management, Sales, Training, Equities, Finance, Data Analysis, Securities, Customer Service
Education
Bentley University 2003 — 2007
Bachelor, Finance 2007
Westhill High School
UBS January 2010 - Present
UBS January 2008 - 2010
UBS July 2007 - January 2008
UBS 2006 - 2007
Sikorsky Aircraft May 2004 - January 2006
Skills
Marketing, Microsoft Office, Financial Analysis, PowerPoint, Microsoft Word, Social Media, Public Speaking, Microsoft Excel, Leadership, CRM, Project Management, Sales, Training, Equities, Finance, Data Analysis, Securities, Customer Service
Education
Bentley University 2003 — 2007
Bachelor, Finance 2007
Westhill High School
Kyle Pilcher Kyle Pilcher's UBS Experience September 2010 - January 2012
Job Director of Food and Beverage at Plaza Mariachi
Industry Restaurants
Experience
Plaza Mariachi April 2015 - Present
Track One Motorsports June 2014 - April 2015
Compass EAST December 2013 - May 2014
Universal Medical, LLC February 2011 - September 2012
UBS September 2010 - January 2012
Skills
Financial Modeling, Corporate Finance, Microsoft Excel, Economics, Microsoft Office, PowerPoint, Access, Accounting, Microsoft Word, Analytics, Customer Service, Public Speaking, Entrepreneurship, Social Media, Event Planning, Marketing, Research, Strategic Leadership, Social Media Marketing, Sales, Business Planning, Facebook
Education
Belmont University 2010 — 2014
Bachelor of Arts (B.A.), Finance & Entrepreneurship
Plaza Mariachi April 2015 - Present
Track One Motorsports June 2014 - April 2015
Compass EAST December 2013 - May 2014
Universal Medical, LLC February 2011 - September 2012
UBS September 2010 - January 2012
Skills
Financial Modeling, Corporate Finance, Microsoft Excel, Economics, Microsoft Office, PowerPoint, Access, Accounting, Microsoft Word, Analytics, Customer Service, Public Speaking, Entrepreneurship, Social Media, Event Planning, Marketing, Research, Strategic Leadership, Social Media Marketing, Sales, Business Planning, Facebook
Education
Belmont University 2010 — 2014
Bachelor of Arts (B.A.), Finance & Entrepreneurship
Caroline Richards Caroline Richards's UBS Experience August 2014 - August 2015
Job Analyst at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management Americas August 2015 - Present
UBS August 2014 - August 2015
Bates College May 2013 - May 2014
McLagan July 2013 - August 2013
McLagan May 2012 - August 2012
McLagan May 2011 - August 2011
Skills
Microsoft Office, Research, Data Analysis, Leadership
Education
Bates College 2010 — 2014
Bachelor of Arts (BA), Mathematics and Psychology
Greenwich High School 2006 — 2010
High School Diploma
UBS Wealth Management Americas August 2015 - Present
UBS August 2014 - August 2015
Bates College May 2013 - May 2014
McLagan July 2013 - August 2013
McLagan May 2012 - August 2012
McLagan May 2011 - August 2011
Skills
Microsoft Office, Research, Data Analysis, Leadership
Education
Bates College 2010 — 2014
Bachelor of Arts (BA), Mathematics and Psychology
Greenwich High School 2006 — 2010
High School Diploma
Alan Slaughter Alan Slaughter's UBS Experience March 2011 - April 2013
Job Compliance Specialist
Industry Investment Management
Experience
KeyBanc Capital Markets April 2013 - November 2014
UBS March 2011 - April 2013
Key Investment Services June 2006 - March 2011
Bank of the West (formerly known as Commercial Federal Bank) February 2000 - June 2006
Skills
Series 7, Series 24, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Equities, Fixed Annuities, Retirement, FINRA, Securities, Uniform Combined State..., Investment Advisory, Wealth Management, Asset Management, Investments, Series 6, Insurance, Fixed Income, Bonds, Swaps
Education
Bellevue University
MBA, Finance
Creighton Prep
Creighton University
BSBA, Marketing
KeyBanc Capital Markets April 2013 - November 2014
UBS March 2011 - April 2013
Key Investment Services June 2006 - March 2011
Bank of the West (formerly known as Commercial Federal Bank) February 2000 - June 2006
Skills
Series 7, Series 24, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Equities, Fixed Annuities, Retirement, FINRA, Securities, Uniform Combined State..., Investment Advisory, Wealth Management, Asset Management, Investments, Series 6, Insurance, Fixed Income, Bonds, Swaps
Education
Bellevue University
MBA, Finance
Creighton Prep
Creighton University
BSBA, Marketing
Jennifer Cincotta's UBS Experience September 2010 - March 2011
Job Sales Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2014 - March 2015
BNY Mellon October 2011 - March 2014
UBS September 2010 - March 2011
Ropes & Gray LLP June 2010 - September 2010
Merrill Lynch March 2010 - September 2010
Skills
Portfolio Management, Wealth Management, Investments, Hedge Funds, Mutual Funds, Corporate Finance, Business Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Corporate Finance & Accounting
BNY Mellon March 2014 - March 2015
BNY Mellon October 2011 - March 2014
UBS September 2010 - March 2011
Ropes & Gray LLP June 2010 - September 2010
Merrill Lynch March 2010 - September 2010
Skills
Portfolio Management, Wealth Management, Investments, Hedge Funds, Mutual Funds, Corporate Finance, Business Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Corporate Finance & Accounting
James Pinzker James Pinzker's UBS Experience April 2006 - May 2012
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2012 - Present
UBS April 2006 - May 2012
Smith Barney December 1998 - April 2006
Merrill Lynch July 1994 - December 1998
Skills
Investments, Wealth Management..., Securities, Asset Allocation, Investment Strategies, Risk Management..., Retirement-Plan...
Education
Benedictine University 1992 — 1994
MBA, Finance, Organizational Development
Elmhurst College 1988 — 1992
B.S., Marketing, Finance
Driscoll Catholic High School
Oppenheimer & Co. Inc. April 2012 - Present
UBS April 2006 - May 2012
Smith Barney December 1998 - April 2006
Merrill Lynch July 1994 - December 1998
Skills
Investments, Wealth Management..., Securities, Asset Allocation, Investment Strategies, Risk Management..., Retirement-Plan...
Education
Benedictine University 1992 — 1994
MBA, Finance, Organizational Development
Elmhurst College 1988 — 1992
B.S., Marketing, Finance
Driscoll Catholic High School
Bill Cumiskey's UBS Experience March 2013 - December 2014
Job Vice President, Reporting Equity Capital Management Technology at Bank of America
Industry Banking
Experience
Bank of America December 2014 - Present
UBS March 2013 - December 2014
UBS November 2008 - March 2013
UBS July 2007 - October 2008
Skills
ITIL, Business Analysis
Education
Bentley University 2003 — 2007
BS, Computer Information Systems
Bank of America December 2014 - Present
UBS March 2013 - December 2014
UBS November 2008 - March 2013
UBS July 2007 - October 2008
Skills
ITIL, Business Analysis
Education
Bentley University 2003 — 2007
BS, Computer Information Systems
John Taverna John Taverna's UBS Experience 1999 - 2008
Job Director at ITG
Industry Financial Services
Experience
ITG September 2008 - Present
UBS 1999 - 2008
Deutsche Bank 1990 - 1999
Skills
Hedge Funds, Trading Systems, Equities, Equity Trading, Electronic Trading, Financial Markets, Bloomberg, Capital Markets, Trading, Series 7, Fixed Income
Education
Bates College 1981 — 1985
BA, Economics
ITG September 2008 - Present
UBS 1999 - 2008
Deutsche Bank 1990 - 1999
Skills
Hedge Funds, Trading Systems, Equities, Equity Trading, Electronic Trading, Financial Markets, Bloomberg, Capital Markets, Trading, Series 7, Fixed Income
Education
Bates College 1981 — 1985
BA, Economics
Alexandra Vollmeier Alexandra Vollmeier's UBS Experience January 2015 - Present
Job Client Support Analyst at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
Lehman Title & Escrow, LLC December 2014 - January 2015
YMCA of Middle Tennessee August 2014 - December 2014
Nashville Predators January 2014 - May 2014
Belmont University July 2013 - May 2014
Vanderbilt University January 2013 - May 2013
Jambalaya Sports & Entertainment January 2013 - May 2013
Belmont University August 2012 - May 2013
Vanderbilt IMG Sports Marketing August 2012 - November 2012
LISCR S.A. (Ship & Corporate Registry) October 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Social Media, Event Planning, Event Management, Teamwork, Consistency, Relator, Harmony, Self-driven, Fusion, imleagues, Scheduling, Public Speaking, Athletics, Sports Management, Facebook, Sports, Fundraising
Education
Belmont University
Master's Degree in Sports Administration
University of Montevallo
Bachelor's Degree in Business Administration, Business Management
Seminole State College (Oklahoma)
Associate's Degree in Science, Physical Education
UBS January 2015 - Present
Lehman Title & Escrow, LLC December 2014 - January 2015
YMCA of Middle Tennessee August 2014 - December 2014
Nashville Predators January 2014 - May 2014
Belmont University July 2013 - May 2014
Vanderbilt University January 2013 - May 2013
Jambalaya Sports & Entertainment January 2013 - May 2013
Belmont University August 2012 - May 2013
Vanderbilt IMG Sports Marketing August 2012 - November 2012
LISCR S.A. (Ship & Corporate Registry) October 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Social Media, Event Planning, Event Management, Teamwork, Consistency, Relator, Harmony, Self-driven, Fusion, imleagues, Scheduling, Public Speaking, Athletics, Sports Management, Facebook, Sports, Fundraising
Education
Belmont University
Master's Degree in Sports Administration
University of Montevallo
Bachelor's Degree in Business Administration, Business Management
Seminole State College (Oklahoma)
Associate's Degree in Science, Physical Education
Dominic Calvani's UBS Experience November 2008 - Present
Job Private Wealth Advisor at UBS
Industry Financial Services
Experience
UBS November 2008 - Present
Merrill Lynch February 2004 - November 2008
Merrill Lynch December 2001 - February 2004
Education
Belmont University
Bachelor of Business Administration (B.B.A.), Finance
UBS November 2008 - Present
Merrill Lynch February 2004 - November 2008
Merrill Lynch December 2001 - February 2004
Education
Belmont University
Bachelor of Business Administration (B.B.A.), Finance
Leslie Knapp Leslie Knapp's UBS Experience 1985 - 1997
Job Client Delivery Manager at The North Highland Company
Industry Management Consulting
Experience
The North Highland Company October 2013 - Present
Deloitte 2011 - October 2013
Deloitte 2008 - 2011
Deloitte 2004 - 2008
Sprint 2003 - 2004
Sprint 2000 - 2003
Sprint 1997 - 2000
Sumitomo Mitsui Banking Corporation 1997 - 1997
UBS 1985 - 1997
Skills
Prosci® Certified, Business Analysis, Business Process, Business Process..., Project Management, Project Delivery, IT Management, Product Management, Agile Methodologies, Program Management, Project Portfolio..., Agile & Waterfall..., Engagement Management, Key Performance..., Center of Excellence, Capability Development, Strategy, Leadership, SDLC
Education
Beloit College
Bachelor of Arts (BA), Economics and International Relations
Pace University - Lubin School of Business
Master of Business Administration (MBA), Management of Information Systems
The North Highland Company October 2013 - Present
Deloitte 2011 - October 2013
Deloitte 2008 - 2011
Deloitte 2004 - 2008
Sprint 2003 - 2004
Sprint 2000 - 2003
Sprint 1997 - 2000
Sumitomo Mitsui Banking Corporation 1997 - 1997
UBS 1985 - 1997
Skills
Prosci® Certified, Business Analysis, Business Process, Business Process..., Project Management, Project Delivery, IT Management, Product Management, Agile Methodologies, Program Management, Project Portfolio..., Agile & Waterfall..., Engagement Management, Key Performance..., Center of Excellence, Capability Development, Strategy, Leadership, SDLC
Education
Beloit College
Bachelor of Arts (BA), Economics and International Relations
Pace University - Lubin School of Business
Master of Business Administration (MBA), Management of Information Systems
Joseph Meszaros's UBS Experience December 2008 - February 2009
Job Analyst
Industry Marketing and Advertising
Experience
Time Inc. September 2015 - Present
Arbor Commercial Mortgage May 2015 - September 2015
Tommy Hilfiger November 2014 - May 2015
Barnes & Noble May 2014 - October 2014
Barnes & Noble April 2012 - May 2014
Mediacom June 2011 - May 2012
MediaCom June 2010 - August 2010
UBS December 2008 - February 2009
Camp Anchor June 2003 - August 2007
Skills
MRI, Mintel, Forrester, Simmons, Market Research, Consumer Behaviour, Analysis, Management, Focus Groups, Time Management, Sales, Leadership, Nielsen, Research, Customer Service, comScore, Media Planning, Customer Insight, Online Research, Segmentation, Advertising Research, Forecasting, Retail Marketing, Retail Sales, Visual Merchandising, Merchandising Systems, Analytics, Marketing Research, Market Analysis, Qualitative Research, Data Analysis, Consumer Insight, Microsoft Office, Data Mining, Merchandising, Web Analytics, Quantitative Research, Google Analytics, Retail, Marketing, Microsoft Excel
Education
Bellevue University 2014 — 2016
Master's degree, Computer Information Systems, General
St. Thomas Aquinas College 2007 — 2011
B.S., Marketing
Time Inc. September 2015 - Present
Arbor Commercial Mortgage May 2015 - September 2015
Tommy Hilfiger November 2014 - May 2015
Barnes & Noble May 2014 - October 2014
Barnes & Noble April 2012 - May 2014
Mediacom June 2011 - May 2012
MediaCom June 2010 - August 2010
UBS December 2008 - February 2009
Camp Anchor June 2003 - August 2007
Skills
MRI, Mintel, Forrester, Simmons, Market Research, Consumer Behaviour, Analysis, Management, Focus Groups, Time Management, Sales, Leadership, Nielsen, Research, Customer Service, comScore, Media Planning, Customer Insight, Online Research, Segmentation, Advertising Research, Forecasting, Retail Marketing, Retail Sales, Visual Merchandising, Merchandising Systems, Analytics, Marketing Research, Market Analysis, Qualitative Research, Data Analysis, Consumer Insight, Microsoft Office, Data Mining, Merchandising, Web Analytics, Quantitative Research, Google Analytics, Retail, Marketing, Microsoft Excel
Education
Bellevue University 2014 — 2016
Master's degree, Computer Information Systems, General
St. Thomas Aquinas College 2007 — 2011
B.S., Marketing
Yigao (Hugo) Liu Yigao (Hugo) Liu's UBS Experience September 2012 - December 2012
Job Analyst at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation June 2014 - Present
J.P. Morgan October 2013 - May 2014
Societe Generale June 2013 - August 2013
AIG October 2012 - May 2013
UBS September 2012 - December 2012
Continuity Partners June 2012 - August 2012
New York Human Resources Administration February 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, C++, VBA, PowerPoint, Access, Visual Studio, Cantonese, Mandarin, Financial Analysis, Mathematics, Research, Data Entry, Statistics, Data Analysis, Microsoft Office, Economics, Teamwork, Financial Modeling, Bloomberg, Accounting, Risk Management, Auditing, Financial Accounting
Education
Baruch College, City University of New York (CUNY) 2010 — 2014
Baruch College, CUNY 2010 — 2014
Bachelor, Business Administration; Finance and Investments
Sumitomo Mitsui Banking Corporation June 2014 - Present
J.P. Morgan October 2013 - May 2014
Societe Generale June 2013 - August 2013
AIG October 2012 - May 2013
UBS September 2012 - December 2012
Continuity Partners June 2012 - August 2012
New York Human Resources Administration February 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, C++, VBA, PowerPoint, Access, Visual Studio, Cantonese, Mandarin, Financial Analysis, Mathematics, Research, Data Entry, Statistics, Data Analysis, Microsoft Office, Economics, Teamwork, Financial Modeling, Bloomberg, Accounting, Risk Management, Auditing, Financial Accounting
Education
Baruch College, City University of New York (CUNY) 2010 — 2014
Baruch College, CUNY 2010 — 2014
Bachelor, Business Administration; Finance and Investments
Chris Bunge's UBS Experience June 2011 - September 2011
Job Hedge Fund Senior Analyst
Industry Financial Services
Experience
Tour Capital April 2014 - January 2015
Ditch Plains Capital Management 2014 - 2015
Manalapan Oracle Capital Management July 2013 - April 2014
Consilium Partners October 2012 - June 2013
KCG Holdings, Inc. 2012 - December 2012
UBS June 2011 - September 2011
Skills
Bloomberg, Investment Banking
Education
Bentley University 2009 — 2013
Corporate Finance & Accounting
Tour Capital April 2014 - January 2015
Ditch Plains Capital Management 2014 - 2015
Manalapan Oracle Capital Management July 2013 - April 2014
Consilium Partners October 2012 - June 2013
KCG Holdings, Inc. 2012 - December 2012
UBS June 2011 - September 2011
Skills
Bloomberg, Investment Banking
Education
Bentley University 2009 — 2013
Corporate Finance & Accounting
Julia Korman Julia Korman's UBS Experience September 2006 - August 2007
Job Information Technology and Services Professional Assistant Vice President at Barclay's
Industry Financial Services
Experience
Barclays Wealth September 2010 - Present
The Reserve Funds March 2009 - July 2010
The Reserve Funds September 2007 - March 2009
UBS September 2006 - August 2007
MERRILL LYNCH October 2001 - December 2005
Bank Leumi 1988 - 1993
Skills
SDLC, Fixed Income, Project Management, SQL, Software Documentation, Program Management, Asset Managment, Software Development, Visio, Asset Management, Business Analysis, COBOL, Quality Assurance, DB2, JCL, Equities, Leadership, Requirements Gathering, Management
Education
Belarusian State University
BS, Civil Engeneering
Barclays Wealth September 2010 - Present
The Reserve Funds March 2009 - July 2010
The Reserve Funds September 2007 - March 2009
UBS September 2006 - August 2007
MERRILL LYNCH October 2001 - December 2005
Bank Leumi 1988 - 1993
Skills
SDLC, Fixed Income, Project Management, SQL, Software Documentation, Program Management, Asset Managment, Software Development, Visio, Asset Management, Business Analysis, COBOL, Quality Assurance, DB2, JCL, Equities, Leadership, Requirements Gathering, Management
Education
Belarusian State University
BS, Civil Engeneering
Caitlin Sabatino Caitlin Sabatino's UBS Experience May 2010 - September 2010
Job Assistant Vice President/Account Executive at CIT
Industry Financial Services
Experience
CIT February 2015 - Present
CIT September 2012 - February 2015
CIT July 2011 - September 2012
UBS May 2010 - September 2010
Skills
Credit Analysis, Asset Based Lending, Underwriting, Factoring, Trade Finance, Commercial Finance, Financial Analysis
Education
Fordham University 2015 — 2018
Master of Business Administration (MBA), Accounting
Fordham University 2009 — 2011
Bachelor of Science (B.S.), Business Administration
Bentley University 2007 — 2009
CIT February 2015 - Present
CIT September 2012 - February 2015
CIT July 2011 - September 2012
UBS May 2010 - September 2010
Skills
Credit Analysis, Asset Based Lending, Underwriting, Factoring, Trade Finance, Commercial Finance, Financial Analysis
Education
Fordham University 2015 — 2018
Master of Business Administration (MBA), Accounting
Fordham University 2009 — 2011
Bachelor of Science (B.S.), Business Administration
Bentley University 2007 — 2009
Lily Xuechen Huang's UBS Experience June 2013 - August 2013
Job Guest Service Representative at Holiday Inn Express
Industry Hospitality
Experience
Holiday Inn Express May 2015 - Present
Candlewood Suites® Hotels February 2015 - April 2015
Days Inn May 2014 - September 2014
UBS June 2013 - August 2013
Desert Mountain Club, Inc August 2012 - December 2012
Skills
Opera, Sales Management, Marketing Strategy, Customer Service, Revenue Analysis, New Media, Event Management, Financial Analysis, Hotel Management, SPSS, Quantitative Research, Destination Marketing, Consulting, Hospitality Industry, Tourism Management
Education
Temple University 2013 — 2014
Master of Tourism and Hospitality, Tourism and Hospitality Management, 3.39
Michigan State University 2008 — 2013
Bachelor of Science (B.S.), Turf and Turfgrass Management, 3.8
Beijing Forestry University 2008 — 2013
Bachelor of Agriculture, Turf and Turfgrass Management
Holiday Inn Express May 2015 - Present
Candlewood Suites® Hotels February 2015 - April 2015
Days Inn May 2014 - September 2014
UBS June 2013 - August 2013
Desert Mountain Club, Inc August 2012 - December 2012
Skills
Opera, Sales Management, Marketing Strategy, Customer Service, Revenue Analysis, New Media, Event Management, Financial Analysis, Hotel Management, SPSS, Quantitative Research, Destination Marketing, Consulting, Hospitality Industry, Tourism Management
Education
Temple University 2013 — 2014
Master of Tourism and Hospitality, Tourism and Hospitality Management, 3.39
Michigan State University 2008 — 2013
Bachelor of Science (B.S.), Turf and Turfgrass Management, 3.8
Beijing Forestry University 2008 — 2013
Bachelor of Agriculture, Turf and Turfgrass Management
Sarah Hussain Sarah Hussain's UBS Experience September 2011 - December 2011
Job Senior Private Equity Fund Accountant
Industry Financial Services
Experience
Centerbridge Partners April 2015 - Present
Citi June 2013 - April 2015
Credit Suisse November 2012 - June 2013
Merrill Lynch September 2012 - November 2012
J.P. Morgan June 2012 - August 2012
UBS September 2011 - December 2011
New York Life Insurance Company May 2011 - August 2011
Orange and Rockland Utilities, Inc. Con Edison July 2008 - August 2008
Skills
Financial Analysis, Investments, Access, Accounting, Banking, Investment Banking, Equities, Bloomberg Terminal, Fixed Income, Social Media, Analysis, Bloomberg, Wealth Management, Microsoft Excel, Auditing, PowerPoint, Strategy, Tax, Private Equity, Finance, Outlook, Financial Modeling, Leadership
Education
Yale University - Yale School of Management 2014 — 2014
Pre MBA Program Certificate
Baruch College, City University of New York (CUNY) 2009 — 2013
BBA, Finance, Computers Information Systems, Interdisciplinary Skills of New York
Zurich University of Applied Science 2012 — 2012
School of Management and Law, Banking, Corporate, Finance, and Securities Law
Centerbridge Partners April 2015 - Present
Citi June 2013 - April 2015
Credit Suisse November 2012 - June 2013
Merrill Lynch September 2012 - November 2012
J.P. Morgan June 2012 - August 2012
UBS September 2011 - December 2011
New York Life Insurance Company May 2011 - August 2011
Orange and Rockland Utilities, Inc. Con Edison July 2008 - August 2008
Skills
Financial Analysis, Investments, Access, Accounting, Banking, Investment Banking, Equities, Bloomberg Terminal, Fixed Income, Social Media, Analysis, Bloomberg, Wealth Management, Microsoft Excel, Auditing, PowerPoint, Strategy, Tax, Private Equity, Finance, Outlook, Financial Modeling, Leadership
Education
Yale University - Yale School of Management 2014 — 2014
Pre MBA Program Certificate
Baruch College, City University of New York (CUNY) 2009 — 2013
BBA, Finance, Computers Information Systems, Interdisciplinary Skills of New York
Zurich University of Applied Science 2012 — 2012
School of Management and Law, Banking, Corporate, Finance, and Securities Law
Ryan Haverty's UBS Experience June 2004 - August 2004
Job Founder of R Squared Publishing Co LLC
Industry Publishing
Experience
The Dubliner Irish Pub and Restaurant March 2012 - Present
R Squared Publishing Co LLC October 2009 - Present
Boston Financial March 2006 - October 2009
UBS June 2004 - August 2004
Skills
Team Leadership, Teamwork, Business Intelligence, Social Skills, Creativity, Networking, Marketing Strategy, Publishing, Event Planning, Public Speaking, Sales
Education
Johnson County Community College 2010 — 2010
Kauffman Entrepreneurial Business Course
Benedictine College 2000 — 2005
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Bishop Miege High School 1996 — 2000
The Dubliner Irish Pub and Restaurant March 2012 - Present
R Squared Publishing Co LLC October 2009 - Present
Boston Financial March 2006 - October 2009
UBS June 2004 - August 2004
Skills
Team Leadership, Teamwork, Business Intelligence, Social Skills, Creativity, Networking, Marketing Strategy, Publishing, Event Planning, Public Speaking, Sales
Education
Johnson County Community College 2010 — 2010
Kauffman Entrepreneurial Business Course
Benedictine College 2000 — 2005
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Bishop Miege High School 1996 — 2000
Tyler Minchew Tyler Minchew's UBS Experience June 2011 - July 2011
Job Sr. Business Development Rep at Palo Alto Networks
Industry Computer Networking
Experience
Palo Alto Networks August 2014 - Present
Palo Alto Networks July 2013 - August 2014
Armor Wealth Management February 2013 - May 2013
BG Development Group / The Peninsulas on Lake Bob Sandlin May 2012 - July 2012
UBS June 2011 - July 2011
Target May 2010 - August 2010
Skills
Marketing, Event Planning, Market Planning, Advertising, Sales, Leadership, Sales Management, Management, Customer Service, Cold Calling, Team Building, Microsoft Excel, Microsoft Office, Salesforce.com, Lead Generation
Education
Baylor University 2008 — 2012
Bachelor of Arts, Marketing and Management
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor's degree, Management and Marketing
Palo Alto Networks August 2014 - Present
Palo Alto Networks July 2013 - August 2014
Armor Wealth Management February 2013 - May 2013
BG Development Group / The Peninsulas on Lake Bob Sandlin May 2012 - July 2012
UBS June 2011 - July 2011
Target May 2010 - August 2010
Skills
Marketing, Event Planning, Market Planning, Advertising, Sales, Leadership, Sales Management, Management, Customer Service, Cold Calling, Team Building, Microsoft Excel, Microsoft Office, Salesforce.com, Lead Generation
Education
Baylor University 2008 — 2012
Bachelor of Arts, Marketing and Management
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor's degree, Management and Marketing
Todd DiGeronimo's UBS Experience June 2010 - August 2010
Job Forensic & Valuation Services Associate at Grant Thornton LLP
Industry Financial Services
Experience
Mintz Levin Financial Advisors June 2011 - August 2011
Baystate Financial Services October 2010 - December 2010
UBS June 2010 - August 2010
Bank of America Merrill Lynch February 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Strategic Financial..., Equity Valuation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master of Science (M.S.), Finance
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance
Mintz Levin Financial Advisors June 2011 - August 2011
Baystate Financial Services October 2010 - December 2010
UBS June 2010 - August 2010
Bank of America Merrill Lynch February 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Strategic Financial..., Equity Valuation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master of Science (M.S.), Finance
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance
David Fasi, CFP®'s UBS Experience July 2012 - Present
Job Financial Advisor Wealth Management, Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
UBS July 2012 - Present
Capitol Squash September 2014 - Present
Zurich Insurance August 2011 - July 2012
Zurich Insurance January 2010 - August 2011
Travelers August 2007 - January 2010
Travelers July 2004 - July 2007
Education
Bryant University 2013 — 2015
Certificate in Financial Planning
Bentley University 2000 — 2004
BS, Finance
UBS July 2012 - Present
Capitol Squash September 2014 - Present
Zurich Insurance August 2011 - July 2012
Zurich Insurance January 2010 - August 2011
Travelers August 2007 - January 2010
Travelers July 2004 - July 2007
Education
Bryant University 2013 — 2015
Certificate in Financial Planning
Bentley University 2000 — 2004
BS, Finance
Hanaa Sleiman's UBS Experience November 2013 - April 2014
Job Hanoua's Homemade Lebanese Cuisine
Industry Food & Beverages
Experience
UBS November 2013 - April 2014
Naomi's Inn May 2013 - August 2013
Skills
Teamwork, Time Management, Social Networking, Editing, Team Leadership, Inventory Management, Retail, Negotiation, Team Building, Management, Event Management, Budgets, Food, Leadership, Marketing Strategy, Sales Management, Team Management, Project Planning, Market Research
Education
Bay Path University 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
Enfield High School 2006 — 2010
High School Diploma
UBS November 2013 - April 2014
Naomi's Inn May 2013 - August 2013
Skills
Teamwork, Time Management, Social Networking, Editing, Team Leadership, Inventory Management, Retail, Negotiation, Team Building, Management, Event Management, Budgets, Food, Leadership, Marketing Strategy, Sales Management, Team Management, Project Planning, Market Research
Education
Bay Path University 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
Enfield High School 2006 — 2010
High School Diploma
Jim Landers's UBS Experience 2002 - 2007
Job Wealth Advisor Raymond James
Industry Financial Services
Experience
Southwestern Investment Group January 2014 - Present
Regions Financial Corporation January 2013 - October 2013
Morgan Keegan September 2007 - October 2011
UBS 2002 - 2007
Skills
Strategic Financial..., Wealth Management, Series 7, Series 65, Retirement Planning, Investments, Asset Managment, Asset Allocation, 401k Rollovers, Estate Planning, Asset Management, Financial Advisory, Mutual Funds, Securities, Finance, Customer Service, Financial Planning
Education
Belmont University 1998 — 2002
BS, Business Administration and Management, General
Pillow Academy 1984 — 1997
Southwestern Investment Group January 2014 - Present
Regions Financial Corporation January 2013 - October 2013
Morgan Keegan September 2007 - October 2011
UBS 2002 - 2007
Skills
Strategic Financial..., Wealth Management, Series 7, Series 65, Retirement Planning, Investments, Asset Managment, Asset Allocation, 401k Rollovers, Estate Planning, Asset Management, Financial Advisory, Mutual Funds, Securities, Finance, Customer Service, Financial Planning
Education
Belmont University 1998 — 2002
BS, Business Administration and Management, General
Pillow Academy 1984 — 1997
Adele Frankel Adele Frankel's UBS Experience September 2001 - June 2003
Job Senior Associate at WilmerHale
Industry Legal Services
Experience
WilmerHale June 2012 - Present
Salans July 2010 - June 2012
eLoyalty 2009 - 2010
McDermott Will & Emery September 2006 - August 2009
American Express 2005 - 2006
UBS September 2001 - June 2003
Education
University of Chicago 2009 — 2010
MS, Computer Science
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
JD, law
Columbia University in the City of New York 1997 — 2001
BA, English/Computer Science
WilmerHale June 2012 - Present
Salans July 2010 - June 2012
eLoyalty 2009 - 2010
McDermott Will & Emery September 2006 - August 2009
American Express 2005 - 2006
UBS September 2001 - June 2003
Education
University of Chicago 2009 — 2010
MS, Computer Science
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
JD, law
Columbia University in the City of New York 1997 — 2001
BA, English/Computer Science
Rick Shallow Rick Shallow's UBS Experience May 2014 - Present
Job Cost Basis Specialist at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
Wiley Bros February 2013 - April 2013
Tallahassee Democrat May 2011 - August 2011
FSU Campus Recreation August 2009 - August 2011
Target May 2005 - January 2008
Skills
Finance, Marketing, Microsoft Word, Microsoft Excel, Team-oriented, Management, Officiating, Accounting, Microsoft Office, Time Management
Education
Belmont University - Jack C. Massey Graduate School of Business
Master of Business Administration (M.B.A.), Finance, General
Florida State University - College of Business 2006 — 2011
Bachelor of Science, Business Management, Marketing
UBS May 2014 - Present
Wiley Bros February 2013 - April 2013
Tallahassee Democrat May 2011 - August 2011
FSU Campus Recreation August 2009 - August 2011
Target May 2005 - January 2008
Skills
Finance, Marketing, Microsoft Word, Microsoft Excel, Team-oriented, Management, Officiating, Accounting, Microsoft Office, Time Management
Education
Belmont University - Jack C. Massey Graduate School of Business
Master of Business Administration (M.B.A.), Finance, General
Florida State University - College of Business 2006 — 2011
Bachelor of Science, Business Management, Marketing
Wayne D. Wilson, MAcc Wayne D. Wilson, MAcc's UBS Experience April 2007 - November 2007
Job Accountant
Industry Accounting
Experience
Robert Half May 2015 - Present
Aramark October 2013 - April 2015
H & R Block January 2010 - April 2014
Nissan North America November 2010 - July 2011
Wilson Financial July 2008 - November 2010
Colliers International November 2007 - July 2008
UBS April 2007 - November 2007
TD Ameritrade July 2005 - May 2006
Stifel Nicolaus September 2003 - July 2005
Prudential Securities February 2000 - September 2003
Skills
Financial Analysis, Accounting, Accounts Payable, QuickBooks, Accounts Receivable, Investments, Personal Tax Planning, Microsoft Office, Financial Statements, Auditing, Bookkeeping, Variance Analysis, Portfolio Performance..., Purchase Orders, Small Business Tax, Fixed Assets, Tax Preparation, Oracle Discoverer, Business Process Mapping, Vlookup, MS Excel Pivot Tables, Microsoft Excel, Mas 90, Microsoft Dynamics
Education
Belmont University - Jack C. Massey Graduate School of Business 2007 — 2008
MACC, Accounting
College for Financial Planning 2002 — 2003
Certificate in Financial Planning, Investments and Securities
University of North Alabama 1994 — 1996
B.S., Finance, 3.3 GPA
Montgomery College 1991 — 1993
Accounting, 3.9 GPA
Robert Half May 2015 - Present
Aramark October 2013 - April 2015
H & R Block January 2010 - April 2014
Nissan North America November 2010 - July 2011
Wilson Financial July 2008 - November 2010
Colliers International November 2007 - July 2008
UBS April 2007 - November 2007
TD Ameritrade July 2005 - May 2006
Stifel Nicolaus September 2003 - July 2005
Prudential Securities February 2000 - September 2003
Skills
Financial Analysis, Accounting, Accounts Payable, QuickBooks, Accounts Receivable, Investments, Personal Tax Planning, Microsoft Office, Financial Statements, Auditing, Bookkeeping, Variance Analysis, Portfolio Performance..., Purchase Orders, Small Business Tax, Fixed Assets, Tax Preparation, Oracle Discoverer, Business Process Mapping, Vlookup, MS Excel Pivot Tables, Microsoft Excel, Mas 90, Microsoft Dynamics
Education
Belmont University - Jack C. Massey Graduate School of Business 2007 — 2008
MACC, Accounting
College for Financial Planning 2002 — 2003
Certificate in Financial Planning, Investments and Securities
University of North Alabama 1994 — 1996
B.S., Finance, 3.3 GPA
Montgomery College 1991 — 1993
Accounting, 3.9 GPA
Vu Phong Nguyen Vu Phong Nguyen's UBS Experience June 2010 - September 2010
Job Equity Research Analyst, CFA Level 3 Candidate
Industry Financial Services
Experience
Centre Asset Management, LLC September 2013 - July 2015
Drexel Hamilton Investment Partners, LLC. November 2012 - September 2013
UBS June 2010 - September 2010
Merrill Lynch January 2010 - June 2010
AXA Advisors October 2009 - February 2010
Skills
Financial Analysis, Equity Research, Equity Valuation, DCF, Excel, Fixed Income, Corporate Finance, Options Pricing, Statistics, Financial Modeling, M&A Modeling, Microsoft Excel, Portfolio Management, Derivatives, Mutual Funds, Investments, Finance, Asset Management, Financial Services, Options, Analysis, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
MS, Financial Statement Analysis and Securities Valuation, 3.8
Baruch College/CUNY 2008 — 2011
B.B.A., Finance and Investments, 3.7
Yonsei University 2009 — 2009
Bachelor's, Finance and Investments
Berkeley College 2006 — 2007
Bachelor, Business Management
English College In Prague 2000 — 2006
International Baccalaureate, High School/Secondary Diplomas and Certificates
Centre Asset Management, LLC September 2013 - July 2015
Drexel Hamilton Investment Partners, LLC. November 2012 - September 2013
UBS June 2010 - September 2010
Merrill Lynch January 2010 - June 2010
AXA Advisors October 2009 - February 2010
Skills
Financial Analysis, Equity Research, Equity Valuation, DCF, Excel, Fixed Income, Corporate Finance, Options Pricing, Statistics, Financial Modeling, M&A Modeling, Microsoft Excel, Portfolio Management, Derivatives, Mutual Funds, Investments, Finance, Asset Management, Financial Services, Options, Analysis, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
MS, Financial Statement Analysis and Securities Valuation, 3.8
Baruch College/CUNY 2008 — 2011
B.B.A., Finance and Investments, 3.7
Yonsei University 2009 — 2009
Bachelor's, Finance and Investments
Berkeley College 2006 — 2007
Bachelor, Business Management
English College In Prague 2000 — 2006
International Baccalaureate, High School/Secondary Diplomas and Certificates
Elizabeth Curatolo Elizabeth Curatolo's UBS Experience June 2011 - August 2011
Job Consultant at FactSet
Industry Financial Services
Experience
FactSet July 2013 - Present
AXA Equitable June 2012 - August 2012
UBS June 2011 - August 2011
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Finance
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2011 — 2011
FactSet July 2013 - Present
AXA Equitable June 2012 - August 2012
UBS June 2011 - August 2011
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Finance
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2011 — 2011
Vicki Marchand's UBS Experience April 2001 - April 2009
Job
Industry Financial Services
Experience
LPL Financial April 2009 - Present
UBS April 2001 - April 2009
Skills
Series 7, Investments, Wealth Management, Securities, Finance, Mutual Funds, Retirement Planning, Series 63, Portfolio Management, Financial Planning, Asset Allocation, Investment Advisory, Estate Planning
Education
Bellarmine University 1992 — 1996
Master of Business Administration (M.B.A.)
University of Kentucky 1979 — 1983
Bachelor's degree, Accounting
LPL Financial April 2009 - Present
UBS April 2001 - April 2009
Skills
Series 7, Investments, Wealth Management, Securities, Finance, Mutual Funds, Retirement Planning, Series 63, Portfolio Management, Financial Planning, Asset Allocation, Investment Advisory, Estate Planning
Education
Bellarmine University 1992 — 1996
Master of Business Administration (M.B.A.)
University of Kentucky 1979 — 1983
Bachelor's degree, Accounting
Devon Shippee's UBS Experience March 2015 - Present
Job Alternative Investments Analyst at UBS
Industry Financial Services
Experience
UBS March 2015 - Present
State Street October 2013 - March 2015
Fitchburg State University September 2012 - December 2013
Hertz July 2011 - August 2013
Skills
Sales, Customer Service, Management, Marketing, Human Resources, Business Planning, Organizational..., Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Data Analysis, Project Management, Finance, Analysis, Leadership, Financial Services, Research, Investments, Access
Education
Fitchburg State College 2012 — 2014
Master of Business Administration (M.B.A.), Management, 3.77
Bentley University 2007 — 2011
Bachelor's of Science, Management, 3.26
Dexter School 2005 — 2007
High School Diploma, Liberal Arts
UBS March 2015 - Present
State Street October 2013 - March 2015
Fitchburg State University September 2012 - December 2013
Hertz July 2011 - August 2013
Skills
Sales, Customer Service, Management, Marketing, Human Resources, Business Planning, Organizational..., Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Data Analysis, Project Management, Finance, Analysis, Leadership, Financial Services, Research, Investments, Access
Education
Fitchburg State College 2012 — 2014
Master of Business Administration (M.B.A.), Management, 3.77
Bentley University 2007 — 2011
Bachelor's of Science, Management, 3.26
Dexter School 2005 — 2007
High School Diploma, Liberal Arts
Jeff Ridings, MBA, BISA Jeff Ridings, MBA, BISA's UBS Experience May 2015 - Present
Job Associate Director at UBS
Industry Information Services
Experience
UBS May 2015 - Present
Business Intelligence Agency January 2010 - May 2015
Rose International March 2014 - January 2015
Santa Rosa Consulting January 2014 - March 2014
LBMC January 2013 - July 2013
Sunrise Systems LLC November 2012 - March 2013
Holland Square Group August 2012 - October 2012
Cognilytics, Inc. January 2012 - August 2012
ProSequa, Inc. April 2011 - January 2012
Centerstone Research Institute November 2009 - January 2011
Skills
SAP HANA, Informatica, SSRS, SQL, SAP BI, Business Objects, Crystal Reports, Financial Reporting, Business Intelligence, Data Warehousing, Data Modeling, Web Intelligence, Datastage, Business Intelligence..., Data Integration, SAP BW, Dashboard, Microsoft SQL Server, Business Analysis, Oracle, Databases, Microstrategy, Integration, ERP, Business Process, Teradata, Requirements Gathering, Analytics, Data Migration, Enterprise Software, Access, Systems Analysis, T-SQL, Software Documentation, VBA, Data Marts, Pentaho, QlikView, Dashboards, Big Data, SQL Server 2000-2008, Solution Architecture, Amazon Web Services..., BIRT, iRise, Talend Open Studio, Analysis, Performance Tuning, ETL, Data Warehouse...
Education
Belmont University 1980 — 1984
BBA, Accounting and Info Systems Mgmt
University of Phoenix 2005 — 2007
MBA, Technology Management
MicroStrategy University 2011 — 2011
MicroStrategy 9.02 Certification
McGavock High School 1977 — 1980
UBS May 2015 - Present
Business Intelligence Agency January 2010 - May 2015
Rose International March 2014 - January 2015
Santa Rosa Consulting January 2014 - March 2014
LBMC January 2013 - July 2013
Sunrise Systems LLC November 2012 - March 2013
Holland Square Group August 2012 - October 2012
Cognilytics, Inc. January 2012 - August 2012
ProSequa, Inc. April 2011 - January 2012
Centerstone Research Institute November 2009 - January 2011
Skills
SAP HANA, Informatica, SSRS, SQL, SAP BI, Business Objects, Crystal Reports, Financial Reporting, Business Intelligence, Data Warehousing, Data Modeling, Web Intelligence, Datastage, Business Intelligence..., Data Integration, SAP BW, Dashboard, Microsoft SQL Server, Business Analysis, Oracle, Databases, Microstrategy, Integration, ERP, Business Process, Teradata, Requirements Gathering, Analytics, Data Migration, Enterprise Software, Access, Systems Analysis, T-SQL, Software Documentation, VBA, Data Marts, Pentaho, QlikView, Dashboards, Big Data, SQL Server 2000-2008, Solution Architecture, Amazon Web Services..., BIRT, iRise, Talend Open Studio, Analysis, Performance Tuning, ETL, Data Warehouse...
Education
Belmont University 1980 — 1984
BBA, Accounting and Info Systems Mgmt
University of Phoenix 2005 — 2007
MBA, Technology Management
MicroStrategy University 2011 — 2011
MicroStrategy 9.02 Certification
McGavock High School 1977 — 1980
Marlon De Assis's UBS Experience September 2011 - June 2012
Job Senior corporate finance and accounting major at Bentley University
Industry Investment Banking
Experience
Morgan Stanley February 2015 - August 2015
CK Construction Co. May 2014 - August 2014
Bank of America Merrill Lynch December 2013 - January 2014
UBS September 2011 - June 2012
Skills
Mathematics, Public Speaking, Diagrams, Organization, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Research, Data Analysis, Teamwork, Leadership, Video Editing
Education
Bentley University 2012 — 2016
Bachelor's degree, Corporate Finance and Accounting, Junior
University Autonoma of Barcelona International Studies 2014 — 2014
Corporate Finance and Accounting
Bergen County Technical High School 2009 — 2012
Diploma, Law and Justice, Graduated
Morgan Stanley February 2015 - August 2015
CK Construction Co. May 2014 - August 2014
Bank of America Merrill Lynch December 2013 - January 2014
UBS September 2011 - June 2012
Skills
Mathematics, Public Speaking, Diagrams, Organization, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Research, Data Analysis, Teamwork, Leadership, Video Editing
Education
Bentley University 2012 — 2016
Bachelor's degree, Corporate Finance and Accounting, Junior
University Autonoma of Barcelona International Studies 2014 — 2014
Corporate Finance and Accounting
Bergen County Technical High School 2009 — 2012
Diploma, Law and Justice, Graduated
Jeremy Pennebaker Jeremy Pennebaker's UBS Experience March 2014 - Present
Job Messaging & Collaboration Engineer, Musician
Industry Information Technology and Services
Experience
UBS March 2014 - Present
Self employed 2004 - Present
IASIS Healthcare January 2013 - March 2014
Community Health Systems March 2006 - January 2013
Community Health Systems March 2004 - March 2006
Skills
Server Administration, Server Architecture, Blackberry Enterprise..., System Administration, Lotus Notes, Servers, Microsoft Exchange, Enterprise Vault, IronMail, Windows Server, Musicians, Infrastructure, Virtualization, Disaster Recovery, Windows 7, Citrix, Data Center, VMware, SAN, Troubleshooting, Active Directory, Storage Area Networks, Cisco Technologies, BMC Remedy
Education
Belmont University 1995 — 1999
BA, Business
R. L. Paschal High School 1991 — 1995
UBS March 2014 - Present
Self employed 2004 - Present
IASIS Healthcare January 2013 - March 2014
Community Health Systems March 2006 - January 2013
Community Health Systems March 2004 - March 2006
Skills
Server Administration, Server Architecture, Blackberry Enterprise..., System Administration, Lotus Notes, Servers, Microsoft Exchange, Enterprise Vault, IronMail, Windows Server, Musicians, Infrastructure, Virtualization, Disaster Recovery, Windows 7, Citrix, Data Center, VMware, SAN, Troubleshooting, Active Directory, Storage Area Networks, Cisco Technologies, BMC Remedy
Education
Belmont University 1995 — 1999
BA, Business
R. L. Paschal High School 1991 — 1995
Allan W. Barasa's UBS Experience June 2012 - August 2012
Job Snr. Private Equity Associate at A.T. Kearney
Industry Management Consulting
Experience
A.T. Kearney February 2015 - Present
Citi 2013 - February 2015
University of Chicago Booth School of Business September 2011 - June 2013
UBS June 2012 - August 2012
PwC July 2011 - September 2011
PwC September 2008 - June 2011
Skills
Financial Modeling, Operational Due..., Business Strategy, Business Process..., IFRS, Enterprise Valuation, Corporate Finance, Valuation, Business Valuation, Risk Management, Financial Analysis, Finance, Financial Services, Financial Reporting, Asset Management, Mergers & Acquisitions, Investment Banking, Private Equity, Investments, Due Diligence, Consulting
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting & Economics
Bates College 2004 — 2008
Bachelors, Major in Economics, Minor in Mathematics & Russian
Alliance High School 2001 — 2004
A.T. Kearney February 2015 - Present
Citi 2013 - February 2015
University of Chicago Booth School of Business September 2011 - June 2013
UBS June 2012 - August 2012
PwC July 2011 - September 2011
PwC September 2008 - June 2011
Skills
Financial Modeling, Operational Due..., Business Strategy, Business Process..., IFRS, Enterprise Valuation, Corporate Finance, Valuation, Business Valuation, Risk Management, Financial Analysis, Finance, Financial Services, Financial Reporting, Asset Management, Mergers & Acquisitions, Investment Banking, Private Equity, Investments, Due Diligence, Consulting
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting & Economics
Bates College 2004 — 2008
Bachelors, Major in Economics, Minor in Mathematics & Russian
Alliance High School 2001 — 2004
Nikita Salov Nikita Salov's UBS Experience May 2004 - August 2004
Job Developing strategic solutions focused on Oracle's Fusion Middleware/Account Manager at Oracle
Industry Information Technology and Services
Experience
Oracle March 2015 - Present
IBM USA January 2014 - March 2015
IBM USA May 2012 - December 2013
IBM Slovakia June 2010 - April 2012
State Street Bank December 2008 - May 2010
InvestLink Technologies LLC June 2008 - November 2008
Quattro Wireless - Acquired: January 5, 2010 by Apple February 2008 - May 2008
International Business – Government Counselors, Inc. May 2007 - August 2007
Efficient Evolutions LLC February 2007 - May 2007
UBS May 2004 - August 2004
Skills
Sales Operations, Sales, Negotiation, Account Management, Competitive Analysis, Channel Partners, Solution Selling, Oracle Fusion Middleware
Education
Bentley University 2005 — 2008
BA, International Studies, Minors: Business and International Economics
Boston College 2009 — 2010
Certificate in Finance
University of Denver 2004 — 2005
BS, International Business
American Association of Inside Sales Professionals 2013 — 2013
Certified Inside Sales Professional (CISP®)
Oracle Sales Academy
IBM Sales Academy
The Boston English Institute
Professional English, Business English
Oracle March 2015 - Present
IBM USA January 2014 - March 2015
IBM USA May 2012 - December 2013
IBM Slovakia June 2010 - April 2012
State Street Bank December 2008 - May 2010
InvestLink Technologies LLC June 2008 - November 2008
Quattro Wireless - Acquired: January 5, 2010 by Apple February 2008 - May 2008
International Business – Government Counselors, Inc. May 2007 - August 2007
Efficient Evolutions LLC February 2007 - May 2007
UBS May 2004 - August 2004
Skills
Sales Operations, Sales, Negotiation, Account Management, Competitive Analysis, Channel Partners, Solution Selling, Oracle Fusion Middleware
Education
Bentley University 2005 — 2008
BA, International Studies, Minors: Business and International Economics
Boston College 2009 — 2010
Certificate in Finance
University of Denver 2004 — 2005
BS, International Business
American Association of Inside Sales Professionals 2013 — 2013
Certified Inside Sales Professional (CISP®)
Oracle Sales Academy
IBM Sales Academy
The Boston English Institute
Professional English, Business English
Hanzheng James Li Hanzheng James Li's UBS Experience February 2013 - July 2013
Job Financial Professional and Business Connector
Industry Financial Services
Experience
Universal Life Church September 2014 - Present
Dale Carnegie Training August 2013 - Present
Sun Yat-sen University Alumni Association in Southern US November 2012 - Present
United Association of Chinese Alumni April 2012 - Present
UBS February 2013 - July 2013
Baylor College of Medicine August 2010 - February 2013
Baylor College of Medicine Chinese Students and Scholars Association (CSSA) April 2011 - June 2012
A-Pearl Jewelry August 2009 - July 2011
Legacy for Life, DuPont July 2009 - June 2011
ShenCheng Co., Ltd September 2008 - June 2010
Skills
Financial Advisory, Personal Financial..., Tax Shelters, Life Insurance, Business Networking, Marketing, Sales, Event Hosting, Human Resources, Team Building, Group Benefit Plans, Annuities, Leadership Training, Long-term Care Planning, Event Planning, Tax-free Retirement, College Funding, Increasing Cash Flow, Long-term Care, Fixed Annuities, Retirement
Education
Baylor College of Medicine 2010 — 2012
Master of Science (M.S.), Biochemistry and Molecular Biology
Sun Yat-Sen University 2006 — 2010
B.Sc., Biotechnology
Dalian Yuming High School 2003 — 2006
High School Diploma
Universal Life Church September 2014 - Present
Dale Carnegie Training August 2013 - Present
Sun Yat-sen University Alumni Association in Southern US November 2012 - Present
United Association of Chinese Alumni April 2012 - Present
UBS February 2013 - July 2013
Baylor College of Medicine August 2010 - February 2013
Baylor College of Medicine Chinese Students and Scholars Association (CSSA) April 2011 - June 2012
A-Pearl Jewelry August 2009 - July 2011
Legacy for Life, DuPont July 2009 - June 2011
ShenCheng Co., Ltd September 2008 - June 2010
Skills
Financial Advisory, Personal Financial..., Tax Shelters, Life Insurance, Business Networking, Marketing, Sales, Event Hosting, Human Resources, Team Building, Group Benefit Plans, Annuities, Leadership Training, Long-term Care Planning, Event Planning, Tax-free Retirement, College Funding, Increasing Cash Flow, Long-term Care, Fixed Annuities, Retirement
Education
Baylor College of Medicine 2010 — 2012
Master of Science (M.S.), Biochemistry and Molecular Biology
Sun Yat-Sen University 2006 — 2010
B.Sc., Biotechnology
Dalian Yuming High School 2003 — 2006
High School Diploma
Jordan Reisch Jordan Reisch's UBS Experience March 2014 - May 2014
Job J.D. Candidate at Harvard Law School
Industry Law Practice
Experience
United States District Court, Southern District of New York May 2015 - July 2015
Unemployment Action Center October 2014 - April 2015
UBS March 2014 - May 2014
The Lanier Law Firm, PLLC June 2013 - November 2013
Randy J. Reisch, P.C. 2009 - May 2013
Education
Harvard Law School 2015 — 2017
Candidate for Juris Doctor
Benjamin N. Cardozo School of Law, Yeshiva University 2014 — 2015
Completed First Year Coursework, 3.9
University of Wisconsin-Madison 2009 — 2013
Bachelor of Arts (B.A.), Legal Studies & Sociology, 3.6
United States District Court, Southern District of New York May 2015 - July 2015
Unemployment Action Center October 2014 - April 2015
UBS March 2014 - May 2014
The Lanier Law Firm, PLLC June 2013 - November 2013
Randy J. Reisch, P.C. 2009 - May 2013
Education
Harvard Law School 2015 — 2017
Candidate for Juris Doctor
Benjamin N. Cardozo School of Law, Yeshiva University 2014 — 2015
Completed First Year Coursework, 3.9
University of Wisconsin-Madison 2009 — 2013
Bachelor of Arts (B.A.), Legal Studies & Sociology, 3.6
Amit Bilgi's UBS Experience May 2013 - August 2013
Job Operations Associate at Uber
Industry Internet
Experience
Uber July 2015 - Present
Bank of America Merrill Lynch May 2014 - August 2014
UBS May 2013 - August 2013
Vanderbilt University September 2012 - May 2013
Hilliard Lyons June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Social Media, Financial Analysis, Public Speaking, Financial Modeling, Research, Economics, Customer Service, Analysis, Market Research, Nonprofits, Blogging
Education
Vanderbilt University 2012 — 2015
Bachelor’s Degree, Economics, Philosophy, Mathematics
Beijing Language and Culture University 2011 — 2012
Chinese Politics and Economics, A
Southside High School (International Baccalaureate) 2007 — 2011
High School
Uber July 2015 - Present
Bank of America Merrill Lynch May 2014 - August 2014
UBS May 2013 - August 2013
Vanderbilt University September 2012 - May 2013
Hilliard Lyons June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Social Media, Financial Analysis, Public Speaking, Financial Modeling, Research, Economics, Customer Service, Analysis, Market Research, Nonprofits, Blogging
Education
Vanderbilt University 2012 — 2015
Bachelor’s Degree, Economics, Philosophy, Mathematics
Beijing Language and Culture University 2011 — 2012
Chinese Politics and Economics, A
Southside High School (International Baccalaureate) 2007 — 2011
High School
Stanley Kwok Stanley Kwok's UBS Experience January 2011 - May 2011
Job Treasury Analyst at Re:Sources
Industry Financial Services
Experience
Re:Sources January 2013 - Present
ZenithOptimedia January 2012 - January 2013
AXA Advisors May 2011 - January 2012
Credit Advocate Counselng Corp August 2011 - December 2011
UBS January 2011 - May 2011
NASA Goddard Space Flight Center June 2007 - May 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Photoshop, Financial Analysis, Non-profits, Accounting, Nonprofits, Portfolio Management, Market Research, Analysis, Time Management, Bloomberg, Finance, Access, Wealth Management, Account Reconciliation, Outlook, Budgets, Financial Reporting, Data Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.97
Manhattan Center 2004 — 2008
Re:Sources January 2013 - Present
ZenithOptimedia January 2012 - January 2013
AXA Advisors May 2011 - January 2012
Credit Advocate Counselng Corp August 2011 - December 2011
UBS January 2011 - May 2011
NASA Goddard Space Flight Center June 2007 - May 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Photoshop, Financial Analysis, Non-profits, Accounting, Nonprofits, Portfolio Management, Market Research, Analysis, Time Management, Bloomberg, Finance, Access, Wealth Management, Account Reconciliation, Outlook, Budgets, Financial Reporting, Data Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.97
Manhattan Center 2004 — 2008
Kristoff Hart's UBS Experience May 2015 - August 2015
Job Intern at Aloompa
Industry Music
Experience
Aloompa August 2015 - Present
Busbee, Inc September 2014 - Present
Belmont University Residence Life August 2013 - Present
Belmont University April 2013 - Present
Disney Music Publishing May 2015 - August 2015
UBS May 2015 - August 2015
Bear House Writer Management October 2013 - March 2015
Warner Music Group January 2013 - June 2014
React Plus Music September 2013 - May 2014
Buzz Under 21 July 2012 - January 2013
Skills
Social Networking, Music Industry, Social Media, Music Production, Social Media Marketing, Marketing, Interpersonal..., Marketing Strategy, Digital Marketing, Content Development, Marketing Communications, Business Development, Video Editing, Music, Musicians, Microsoft Office, Creative Writing, Audio Engineering, Public Speaking, Artist Development, Creative Direction, Outlook Express, Microsoft Excel, Interpersonal Leadership, Sales, Video Production, Adobe Creative Suite, Blogging, Songwritng
Education
Belmont University 2012 — 2016
Bachelor of Business Administration (BBA), Music Business
Aloompa August 2015 - Present
Busbee, Inc September 2014 - Present
Belmont University Residence Life August 2013 - Present
Belmont University April 2013 - Present
Disney Music Publishing May 2015 - August 2015
UBS May 2015 - August 2015
Bear House Writer Management October 2013 - March 2015
Warner Music Group January 2013 - June 2014
React Plus Music September 2013 - May 2014
Buzz Under 21 July 2012 - January 2013
Skills
Social Networking, Music Industry, Social Media, Music Production, Social Media Marketing, Marketing, Interpersonal..., Marketing Strategy, Digital Marketing, Content Development, Marketing Communications, Business Development, Video Editing, Music, Musicians, Microsoft Office, Creative Writing, Audio Engineering, Public Speaking, Artist Development, Creative Direction, Outlook Express, Microsoft Excel, Interpersonal Leadership, Sales, Video Production, Adobe Creative Suite, Blogging, Songwritng
Education
Belmont University 2012 — 2016
Bachelor of Business Administration (BBA), Music Business
Hannah Duckworth's UBS Experience May 2014 - August 2014
Job Business and Partnership Development Lead @ axialHealthcare
Industry Marketing and Advertising
Experience
axialHealthcare July 2015 - Present
axialHealthcare September 2014 - July 2015
Dan's Gourmet June 2014 - December 2014
UBS May 2014 - August 2014
Nisolo January 2014 - May 2014
Vanderbilt Ingram Cancer-Center February 2013 - January 2014
Nashville Entrepreneur Center September 2013 - December 2013
Re{Cycle} August 2012 - December 2012
BLVD Music Shop August 2011 - June 2012
Tampa Bay Buccaneers May 2009 - June 2010
Skills
Social Media, Microsoft Office, Public Speaking, Entrepreneurship, Microsoft Excel, Microsoft Word, Social Media Marketing, Event Planning, Music Industry, Recording, Songwriting, Studio Recording, Creative Writing, PowerPoint, Marketing, Leadership, Public Relations, Marketing Strategy, Customer Service, Management, Photoshop, Research, Strategy, Advertising, Brand Development
Education
Vanderbilt University 2012 — 2015
Bachelor's Degree, Enterprise Design and Development
Belmont University 2011 — 2012
BBA, Entrepreneurship and Music Business
axialHealthcare July 2015 - Present
axialHealthcare September 2014 - July 2015
Dan's Gourmet June 2014 - December 2014
UBS May 2014 - August 2014
Nisolo January 2014 - May 2014
Vanderbilt Ingram Cancer-Center February 2013 - January 2014
Nashville Entrepreneur Center September 2013 - December 2013
Re{Cycle} August 2012 - December 2012
BLVD Music Shop August 2011 - June 2012
Tampa Bay Buccaneers May 2009 - June 2010
Skills
Social Media, Microsoft Office, Public Speaking, Entrepreneurship, Microsoft Excel, Microsoft Word, Social Media Marketing, Event Planning, Music Industry, Recording, Songwriting, Studio Recording, Creative Writing, PowerPoint, Marketing, Leadership, Public Relations, Marketing Strategy, Customer Service, Management, Photoshop, Research, Strategy, Advertising, Brand Development
Education
Vanderbilt University 2012 — 2015
Bachelor's Degree, Enterprise Design and Development
Belmont University 2011 — 2012
BBA, Entrepreneurship and Music Business
Katie R. Schimmel's UBS Experience October 2014 - January 2015
Job Spring Intern at KPMG
Industry Financial Services
Experience
Crosslin & Associates, PC January 2015 - April 2015
kate spade new york August 2014 - February 2015
UBS October 2014 - January 2015
UBS November 2014 - November 2014
The Chas Hawkins Company/CORFAC Intl. February 2014 - August 2014
UBS May 2014 - May 2014
Crosslin & Associates, PC August 2013 - December 2013
The Chas Hawkins Company/CORFAC Intl. January 2013 - July 2013
The Chas Hawkins Company/CORFAC Intl. September 2012 - December 2012
Petra Coach March 2011 - December 2012
Skills
QuickBooks, Microsoft..., Microsoft Excel, Microsoft Word, Accounting, Marketing Communications, Non-profits, PowerPoint, Outlook, Microsoft Office, Public Relations, Strategic Planning, Public Speaking, Auditing, Financial Reporting, Social Media Marketing, Social Media, Management, Budgets, Time Management, Marketing, Nonprofits
Education
Belmont University 2012 — 2016
Bachelor of Business Administration (BBA), Public Finance / Accounting, Sophomore
Franklin Road Academy 2008 — 2012
Crosslin & Associates, PC January 2015 - April 2015
kate spade new york August 2014 - February 2015
UBS October 2014 - January 2015
UBS November 2014 - November 2014
The Chas Hawkins Company/CORFAC Intl. February 2014 - August 2014
UBS May 2014 - May 2014
Crosslin & Associates, PC August 2013 - December 2013
The Chas Hawkins Company/CORFAC Intl. January 2013 - July 2013
The Chas Hawkins Company/CORFAC Intl. September 2012 - December 2012
Petra Coach March 2011 - December 2012
Skills
QuickBooks, Microsoft..., Microsoft Excel, Microsoft Word, Accounting, Marketing Communications, Non-profits, PowerPoint, Outlook, Microsoft Office, Public Relations, Strategic Planning, Public Speaking, Auditing, Financial Reporting, Social Media Marketing, Social Media, Management, Budgets, Time Management, Marketing, Nonprofits
Education
Belmont University 2012 — 2016
Bachelor of Business Administration (BBA), Public Finance / Accounting, Sophomore
Franklin Road Academy 2008 — 2012
Andrew Sklar's UBS Experience June 2012 - August 2012
Job Portfolio Analyst at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners May 2014 - Present
ALPS, A DST Company May 2013 - May 2014
Bentley University September 2009 - May 2013
UBS June 2012 - August 2012
Foundations Community Partnership June 2010 - August 2010
Skills
Factset, Fundraising, Nonprofits, Research, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Access, Facebook, Public Speaking, SPSS, Data Analysis, Teamwork
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics; Finance
HarbourVest Partners May 2014 - Present
ALPS, A DST Company May 2013 - May 2014
Bentley University September 2009 - May 2013
UBS June 2012 - August 2012
Foundations Community Partnership June 2010 - August 2010
Skills
Factset, Fundraising, Nonprofits, Research, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Access, Facebook, Public Speaking, SPSS, Data Analysis, Teamwork
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics; Finance
Colin Schermerhorn Colin Schermerhorn's UBS Experience June 2011 - August 2011
Job Advisory Experienced Associate at PwC
Industry Financial Services
Experience
PwC August 2013 - Present
PwC June 2012 - August 2012
UBS June 2011 - August 2011
Meadow Brook Country Day Camp June 2010 - August 2010
Black Horse Pub and Inn December 2008 - June 2009
Mama's Grace Café January 2007 - June 2007
Skills
PowerPoint, Research, Sports, Microsoft Word, Microsoft Office, Data Analysis, Program Management, Microsoft Excel, Economics, CRM, Financial Analysis, Risk Management, Management Consulting, Financial Modeling, Management
Education
Bates College 2009 — 2013
Bachelor's degree, Economics
Bates College
BA, Economics
West Morris Mendham High School
PwC August 2013 - Present
PwC June 2012 - August 2012
UBS June 2011 - August 2011
Meadow Brook Country Day Camp June 2010 - August 2010
Black Horse Pub and Inn December 2008 - June 2009
Mama's Grace Café January 2007 - June 2007
Skills
PowerPoint, Research, Sports, Microsoft Word, Microsoft Office, Data Analysis, Program Management, Microsoft Excel, Economics, CRM, Financial Analysis, Risk Management, Management Consulting, Financial Modeling, Management
Education
Bates College 2009 — 2013
Bachelor's degree, Economics
Bates College
BA, Economics
West Morris Mendham High School
Yung Kit (Danny) Tai's UBS Experience December 2012 - May 2013
Job JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
JPMorgan Chase June 2013 - December 2013
UBS December 2012 - May 2013
Tengrade June 2012 - 2013
The M&A Advisor June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Economics
Education
Macaulay Honors College at Baruch 2010 — 2014
Bachelor, Business Administration; Finance & Investments, 3.6
Yale University - Yale School of Management
Baruch College
The Bronx High School of Science 2006 — 2010
3.6
JPMorgan Chase January 2014 - Present
JPMorgan Chase June 2013 - December 2013
UBS December 2012 - May 2013
Tengrade June 2012 - 2013
The M&A Advisor June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Economics
Education
Macaulay Honors College at Baruch 2010 — 2014
Bachelor, Business Administration; Finance & Investments, 3.6
Yale University - Yale School of Management
Baruch College
The Bronx High School of Science 2006 — 2010
3.6
Christina Tedeschi's UBS Experience June 2008 - August 2008
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2010 - Present
Fox-Pitt, Kelton June 2009 - August 2009
UBS June 2008 - August 2008
Skills
Series 7, Series 63, Capital Markets, Bloomberg, Financial Analysis, Equities, Hedge Funds, Analysis, Strategy, Investments, Prime Brokerage, Microsoft Excel
Education
Bentley University 2006 — 2010
BS, Finance
The Hill School 2002 — 2006
HS Diploma
Goldman Sachs July 2010 - Present
Fox-Pitt, Kelton June 2009 - August 2009
UBS June 2008 - August 2008
Skills
Series 7, Series 63, Capital Markets, Bloomberg, Financial Analysis, Equities, Hedge Funds, Analysis, Strategy, Investments, Prime Brokerage, Microsoft Excel
Education
Bentley University 2006 — 2010
BS, Finance
The Hill School 2002 — 2006
HS Diploma
Eric Schoen Eric Schoen's UBS Experience May 2011 - August 2011
Job Medical Student at Bastyr University
Industry Hospital & Health Care
Experience
UBS Wealth Management October 2012 - July 2013
University Speech Laboratory Tutor August 2009 - May 2012
UBS May 2011 - August 2011
UBS Financial Services May 2011 - August 2011
Father Ryan High School August 2010 - May 2011
Belmont University August 2009 - April 2011
Skills
Public Speaking, Event Planning, Public Relations, Non-profits, Fundraising, Microsoft Excel, Social Media, Customer Service, Organization, Grant Writing, Policy Analysis, Editing, Volunteer Management, Staff Development, Business Strategy, Event Management, Blogging, Student Affairs, Politics, Research
Education
Bastyr University 2013 — 2017
Doctor of Naturopathy (N.D. N.M.D), Naturopathic Medicine/Naturopathy
Belmont University 2008 — 2012
BS, Communications Studies, Chemistry, Political Science
Belmont University 2008 — 2012
Bachelor of Science, Rhetorical Communication; Political Science
UBS Wealth Management October 2012 - July 2013
University Speech Laboratory Tutor August 2009 - May 2012
UBS May 2011 - August 2011
UBS Financial Services May 2011 - August 2011
Father Ryan High School August 2010 - May 2011
Belmont University August 2009 - April 2011
Skills
Public Speaking, Event Planning, Public Relations, Non-profits, Fundraising, Microsoft Excel, Social Media, Customer Service, Organization, Grant Writing, Policy Analysis, Editing, Volunteer Management, Staff Development, Business Strategy, Event Management, Blogging, Student Affairs, Politics, Research
Education
Bastyr University 2013 — 2017
Doctor of Naturopathy (N.D. N.M.D), Naturopathic Medicine/Naturopathy
Belmont University 2008 — 2012
BS, Communications Studies, Chemistry, Political Science
Belmont University 2008 — 2012
Bachelor of Science, Rhetorical Communication; Political Science
Nita Lyon Tucker Nita Lyon Tucker's UBS Experience October 2008 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS October 2008 - Present
Education
Baylor University 1991 — 1995
Bachelor's Degree
Byers
China Spring High School
UBS October 2008 - Present
Education
Baylor University 1991 — 1995
Bachelor's Degree
Byers
China Spring High School
Rachelle Rubin's UBS Experience June 2013 - August 2013
Job Summer Associate at Akin Gump Strauss Hauer & Feld LLP
Industry Legal Services
Experience
West End Synagogue October 2014 - Present
Akin Gump Strauss Hauer & Feld LLP May 2014 - August 2014
Judge Garaufis' Chamber's January 2014 - May 2014
Congregation Rodeph Sholom September 2012 - December 2013
UBS June 2013 - August 2013
Knesset Christian Allies Caucus June 2012 - August 2012
Boston University School of Public Health June 2010 - May 2012
Temple Israel, Boston October 2009 - May 2012
AC Lion May 2010 - August 2010
ECO LED May 2009 - August 2009
Skills
Research, Non-profits, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Community Outreach, Public Speaking, Teaching, Grant Writing, Client Development, Market Research, Legal Research, Online Research, Library Research, Editing, International Relations, Nonprofits, Leadership, Proofreading
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2012 — 2015
J.D.
Boston University 2008 — 2012
B.A, International Relations, Political Science, 3.8
Ramaz 2003 — 2007
High School
West End Synagogue October 2014 - Present
Akin Gump Strauss Hauer & Feld LLP May 2014 - August 2014
Judge Garaufis' Chamber's January 2014 - May 2014
Congregation Rodeph Sholom September 2012 - December 2013
UBS June 2013 - August 2013
Knesset Christian Allies Caucus June 2012 - August 2012
Boston University School of Public Health June 2010 - May 2012
Temple Israel, Boston October 2009 - May 2012
AC Lion May 2010 - August 2010
ECO LED May 2009 - August 2009
Skills
Research, Non-profits, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Community Outreach, Public Speaking, Teaching, Grant Writing, Client Development, Market Research, Legal Research, Online Research, Library Research, Editing, International Relations, Nonprofits, Leadership, Proofreading
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2012 — 2015
J.D.
Boston University 2008 — 2012
B.A, International Relations, Political Science, 3.8
Ramaz 2003 — 2007
High School
Limei Yu, CRPS, CIMA® Limei Yu, CRPS, CIMA®'s UBS Experience May 2008 - Present
Job Financial Advisor Institutional Consulting, Retirement Plan Consulting, Wealth Management
Industry Financial Services
Experience
UBS May 2008 - Present
Bear Stearns December 1992 - May 2008
Skills
Retirement Planning, Wealth Management, Investments, 401k, Series 63, Financial Analysis, Series 7, Alternative Investments, Financial Services, Asset Allocation, Portfolio Management, Mutual Funds, Retirement, Investment Advisory
Education
University of Illinois at Chicago 1990 — 1992
M.A., Sociology specializing in quantitative methods
Beijing Foreign Studies University 1985 — 1989
B.A., English
UBS May 2008 - Present
Bear Stearns December 1992 - May 2008
Skills
Retirement Planning, Wealth Management, Investments, 401k, Series 63, Financial Analysis, Series 7, Alternative Investments, Financial Services, Asset Allocation, Portfolio Management, Mutual Funds, Retirement, Investment Advisory
Education
University of Illinois at Chicago 1990 — 1992
M.A., Sociology specializing in quantitative methods
Beijing Foreign Studies University 1985 — 1989
B.A., English
Sayandeb Ghosh Sayandeb Ghosh's UBS Experience Authorized OfficerUBSJuly 2006 - Present
Job Authorized Officer at UBS
Industry Financial Services
Experience
UBS Authorized OfficerUBSJuly 2006 - Present
Tata Consultancy Services 1995 - 1998
Skills
Equities, Fixed Income, Financial Services, Trading Systems, Wealth Management, Mutual Funds, Portfolio Management, Hedge Funds
Education
Bengal Engineering and Science University, Shibpur
UBS Authorized OfficerUBSJuly 2006 - Present
Tata Consultancy Services 1995 - 1998
Skills
Equities, Fixed Income, Financial Services, Trading Systems, Wealth Management, Mutual Funds, Portfolio Management, Hedge Funds
Education
Bengal Engineering and Science University, Shibpur
Andrew Dana Andrew Dana's UBS Experience May 2004 - August 2008
Job Institutional Portfolio Strategist at Bank of America
Industry Financial Services
Experience
U.S. Trust July 2013 - Present
BNY Mellon September 2008 - July 2013
UBS May 2004 - August 2008
Skills
Portfolio Management, Mutual Funds, Alternative Investments, Wealth Management, Asset Allocation, Fundraising, Asset Management, Investments, Equities, Bloomberg
Education
Providence College 2004 — 2008
Political Science, Finance, International Finance, Economics, and Relations
Beijing Language and Culture University 2007 — 2007
Mandarin
Richmond, The American International University in London 2006 — 2006
Business & Politics in the European Union
Proctor Academy
U.S. Trust July 2013 - Present
BNY Mellon September 2008 - July 2013
UBS May 2004 - August 2008
Skills
Portfolio Management, Mutual Funds, Alternative Investments, Wealth Management, Asset Allocation, Fundraising, Asset Management, Investments, Equities, Bloomberg
Education
Providence College 2004 — 2008
Political Science, Finance, International Finance, Economics, and Relations
Beijing Language and Culture University 2007 — 2007
Mandarin
Richmond, The American International University in London 2006 — 2006
Business & Politics in the European Union
Proctor Academy
Sam Wong Sam Wong's UBS Experience January 2011 - September 2011
Job Analyst at Bank of America
Industry Financial Services
Experience
Bank of America Merill Lynch June 2013 - Present
Transwestern October 2012 - June 2013
Toastmasters International June 2010 - June 2013
Baruch Investment Management Group October 2011 - January 2013
J.P. Morgan June 2012 - August 2012
J.P. Morgan February 2012 - June 2012
Sumitomo Mitsui Banking Corporation September 2011 - February 2012
UBS January 2011 - September 2011
Bayview Consulting January 2011 - May 2011
Bang on a Can June 2007 - October 2009
Skills
Bloomberg Terminal, Bloomberg, Financial Modeling, PowerPoint, Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration, Finance
Brooklyn Technical High School 2005 — 2009
Chemistry
Bank of America Merill Lynch June 2013 - Present
Transwestern October 2012 - June 2013
Toastmasters International June 2010 - June 2013
Baruch Investment Management Group October 2011 - January 2013
J.P. Morgan June 2012 - August 2012
J.P. Morgan February 2012 - June 2012
Sumitomo Mitsui Banking Corporation September 2011 - February 2012
UBS January 2011 - September 2011
Bayview Consulting January 2011 - May 2011
Bang on a Can June 2007 - October 2009
Skills
Bloomberg Terminal, Bloomberg, Financial Modeling, PowerPoint, Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration, Finance
Brooklyn Technical High School 2005 — 2009
Chemistry
Alycia Banks, M.A.'s UBS Experience 2006 - 2008
Job Vice President of Development
Industry Human Resources
Experience
Pershing March 2012 - Present
Dow Jones December 2008 - March 2012
UBS Financial Services 2006 - 2008
UBS 2006 - 2008
AT&T May 2000 - April 2004
AT&T September 1998 - May 2000
Skills
Needs Analysis, Instructional Design, Captivate, E-Learning, Talent Management, Organizational Learning, Employee Engagement, Leadership Development, Training Delivery, Organizational...
Education
Seton Hall University 2009 — 2011
Masters of Arts, Communications and Leadership
Bentley University 1992 — 1996
Bachelor of Arts, International Studies of Culture and Economics
Pershing March 2012 - Present
Dow Jones December 2008 - March 2012
UBS Financial Services 2006 - 2008
UBS 2006 - 2008
AT&T May 2000 - April 2004
AT&T September 1998 - May 2000
Skills
Needs Analysis, Instructional Design, Captivate, E-Learning, Talent Management, Organizational Learning, Employee Engagement, Leadership Development, Training Delivery, Organizational...
Education
Seton Hall University 2009 — 2011
Masters of Arts, Communications and Leadership
Bentley University 1992 — 1996
Bachelor of Arts, International Studies of Culture and Economics
Andrew Buehler Andrew Buehler's UBS Experience June 2008 - August 2009
Job Investment Analyst at Ocean Road Advisors
Industry Investment Management
Experience
Ocean Road Advisors / Meyer and Co. LLC September 2013 - Present
AppNeta June 2013 - September 2013
TM Capital June 2012 - August 2012
SingTel Innov8 June 2011 - August 2011
West End Antiques June 2010 - August 2010
Bates College July 2010 - July 2010
Belltower Books March 2010 - June 2010
UBS June 2008 - August 2009
Education
Bates College 2009 — 2013
Bachelor of Arts, Chinese Language, Economics, Philosophy
Fudan University
Chinese Language
Donghua University
Chinese Language, Economics
Mercersburg Academy 2005 — 2009
High School Diploma
Ocean Road Advisors / Meyer and Co. LLC September 2013 - Present
AppNeta June 2013 - September 2013
TM Capital June 2012 - August 2012
SingTel Innov8 June 2011 - August 2011
West End Antiques June 2010 - August 2010
Bates College July 2010 - July 2010
Belltower Books March 2010 - June 2010
UBS June 2008 - August 2009
Education
Bates College 2009 — 2013
Bachelor of Arts, Chinese Language, Economics, Philosophy
Fudan University
Chinese Language
Donghua University
Chinese Language, Economics
Mercersburg Academy 2005 — 2009
High School Diploma
Alexey Berezin Alexey Berezin's UBS Experience September 1998 - November 2007
Job Software Developer at Bottomline Technologies
Industry Computer Software
Experience
Bottomline Technologies September 2011 - Present
Bank of America June 2010 - September 2011
Systemax November 2007 - July 2010
UBS September 1998 - November 2007
Skills
Agile Methodologies, Java, SDLC, SQL, Requirements Analysis, C#, Weblogic, XML, Microsoft SQL Server, JSF, Databases, Unix, Data Warehousing, Oracle, Software Project..., Software Development, Visual Basic
Education
Bauman Moscow State Technical University 1980 — 1985
MS, Mechanical Engineering
Bottomline Technologies September 2011 - Present
Bank of America June 2010 - September 2011
Systemax November 2007 - July 2010
UBS September 1998 - November 2007
Skills
Agile Methodologies, Java, SDLC, SQL, Requirements Analysis, C#, Weblogic, XML, Microsoft SQL Server, JSF, Databases, Unix, Data Warehousing, Oracle, Software Project..., Software Development, Visual Basic
Education
Bauman Moscow State Technical University 1980 — 1985
MS, Mechanical Engineering
Evan Kornack Evan Kornack's UBS Experience June 2011 - August 2011
Job Senior Associate at Data Point Capital
Industry Venture Capital & Private Equity
Experience
Data Point Capital August 2012 - Present
Blitsy May 2015 - Present
Print Syndicate October 2014 - Present
CoachUp November 2013 - Present
Vee24 August 2013 - Present
Jebbit August 2013 - Present
clypd, inc. February 2013 - Present
Kitsy Lane December 2012 - Present
UBS June 2011 - August 2011
RainDance Technologies January 2010 - July 2010
Skills
Venture Capital, Private Equity, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Mergers & Acquisitions, Investment Banking, Business Development, Investments, Market Research, Mergers, Excel, Analysis, Finance
Education
University of Virginia, Darden School of Business 2010 — 2012
Master of Business Administration
Bates College 2002 — 2006
Bachelor of Arts, Economics
Data Point Capital August 2012 - Present
Blitsy May 2015 - Present
Print Syndicate October 2014 - Present
CoachUp November 2013 - Present
Vee24 August 2013 - Present
Jebbit August 2013 - Present
clypd, inc. February 2013 - Present
Kitsy Lane December 2012 - Present
UBS June 2011 - August 2011
RainDance Technologies January 2010 - July 2010
Skills
Venture Capital, Private Equity, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Mergers & Acquisitions, Investment Banking, Business Development, Investments, Market Research, Mergers, Excel, Analysis, Finance
Education
University of Virginia, Darden School of Business 2010 — 2012
Master of Business Administration
Bates College 2002 — 2006
Bachelor of Arts, Economics
Eric Latsey's UBS Experience May 2009 - August 2009
Job Team Lead North American Sales Executives
Industry Computer Software
Experience
LogMeIn April 2015 - Present
LogMeIn January 2012 - Present
LogMeIn July 2011 - January 2012
Christie & Associates July 2010 - June 2011
Q Tonic June 2009 - March 2010
UBS May 2009 - August 2009
Skills
Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Marketing, Sales, Bloomberg, OneNote, Gmail, Salesforce.com, Access, Competitive Analysis, Lead Generation, Account Management, Networking, Experience working with..., Sales Management, Sales Process, Sales Presentations, Wheels, CRM, Management, SaaS, Solution Selling
Education
Bentley University 2007 — 2010
BS, Business Management Major, Law Minor
Copenhagen Business School 2008 — 2008
Business Management
University of Massachusetts, Amherst 2006 — 2006
Business Management
LogMeIn April 2015 - Present
LogMeIn January 2012 - Present
LogMeIn July 2011 - January 2012
Christie & Associates July 2010 - June 2011
Q Tonic June 2009 - March 2010
UBS May 2009 - August 2009
Skills
Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Marketing, Sales, Bloomberg, OneNote, Gmail, Salesforce.com, Access, Competitive Analysis, Lead Generation, Account Management, Networking, Experience working with..., Sales Management, Sales Process, Sales Presentations, Wheels, CRM, Management, SaaS, Solution Selling
Education
Bentley University 2007 — 2010
BS, Business Management Major, Law Minor
Copenhagen Business School 2008 — 2008
Business Management
University of Massachusetts, Amherst 2006 — 2006
Business Management
Lauren Kublin's UBS Experience October 2014 - July 2015
Job Attorney at Cory J. Rosenbaum, P.C.
Industry Law Practice
Experience
Cory J. Rosenbaum, P.C. August 2015 - Present
UBS October 2014 - July 2015
Miller Eisenman & Kanuck, LLP February 2013 - October 2014
Butterman & Kahn, LLP February 2012 - August 2012
New York County Supreme Court January 2012 - May 2012
New York City Fire Department June 2011 - August 2011
Innocence Project June 2010 - May 2011
Skills
Legal Research, Legal Writing, Mediation, Trials, Immigration Law, Courts, Family Law, Appeals, Motions, Analysis, Westlaw, Lexis, Litigation, Conflict Resolution, Civil Litigation, Criminal Law, Intellectual Property, Corporate Law, Trademarks, Copyright Law, Commercial Litigation, Legal Assistance, Personal Injury, Criminal Defense, White Collar Criminal..., Depositions, Briefs, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales Operations, Customer Service, Negotiation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
Doctor of Law (J.D.), Law
Tulane University - A.B. Freeman School of Business 2004 — 2008
Bachelor of Science in Management, Legal Studies in Business; Marketing
Cory J. Rosenbaum, P.C. August 2015 - Present
UBS October 2014 - July 2015
Miller Eisenman & Kanuck, LLP February 2013 - October 2014
Butterman & Kahn, LLP February 2012 - August 2012
New York County Supreme Court January 2012 - May 2012
New York City Fire Department June 2011 - August 2011
Innocence Project June 2010 - May 2011
Skills
Legal Research, Legal Writing, Mediation, Trials, Immigration Law, Courts, Family Law, Appeals, Motions, Analysis, Westlaw, Lexis, Litigation, Conflict Resolution, Civil Litigation, Criminal Law, Intellectual Property, Corporate Law, Trademarks, Copyright Law, Commercial Litigation, Legal Assistance, Personal Injury, Criminal Defense, White Collar Criminal..., Depositions, Briefs, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales Operations, Customer Service, Negotiation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
Doctor of Law (J.D.), Law
Tulane University - A.B. Freeman School of Business 2004 — 2008
Bachelor of Science in Management, Legal Studies in Business; Marketing
Sudipta Bandyopadhyaya's UBS Experience September 1997 - Present
Job Director at UBS
Industry Investment Banking
Experience
UBS September 1997 - Present
Deutsche Bank January 1997 - September 1997
TCS June 1994 - December 1996
Education
Bengal Engineering and Science University, Shibpur 1990 — 1994
UBS September 1997 - Present
Deutsche Bank January 1997 - September 1997
TCS June 1994 - December 1996
Education
Bengal Engineering and Science University, Shibpur 1990 — 1994
David J. Mucha's UBS Experience May 2006 - Present
Job Senior Vice President Wealth Management UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2006 - Present
Deutsche Bank July 1999 - May 2006
Prudential Securities July 1996 - June 1999
Hal Riney & Partners 1992 - 1994
Education
Bentley University 1987 — 1991
UBS May 2006 - Present
Deutsche Bank July 1999 - May 2006
Prudential Securities July 1996 - June 1999
Hal Riney & Partners 1992 - 1994
Education
Bentley University 1987 — 1991
Sarah Heisler Singer's UBS Experience 2000 - 2002
Job Attorney at Gadarian & Cacy, PLLC
Industry Law Practice
Experience
Gadarian & Cacy, PLLC August 2014 - Present
EY October 2013 - June 2014
Ernst & Young October 2009 - October 2013
BCRS Associates LLC May 2008 - April 2009
Court of Federal Claims July 2007 - August 2007
Eastern District of Pennsylvania June 2007 - July 2007
DIY Technologies October 2004 - July 2006
UBS Investment Bank August 2002 - April 2004
UBS Investment Bank July 2000 - August 2002
UBS 2000 - 2002
Skills
Legal Research, Investments, Corporate Finance, Private Equity, Due Diligence, Financial Modeling, Tax, Estate Administration, Estate Tax Planning, Gift Tax, Legal Writing, Tax Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2009
Tulane University 2000 — 2001
Bachelor of Science (BS), Accounting and Finance
Tulane University - A.B. Freeman School of Business 1996 — 2000
BSM, Finance and Accounting
Gadarian & Cacy, PLLC August 2014 - Present
EY October 2013 - June 2014
Ernst & Young October 2009 - October 2013
BCRS Associates LLC May 2008 - April 2009
Court of Federal Claims July 2007 - August 2007
Eastern District of Pennsylvania June 2007 - July 2007
DIY Technologies October 2004 - July 2006
UBS Investment Bank August 2002 - April 2004
UBS Investment Bank July 2000 - August 2002
UBS 2000 - 2002
Skills
Legal Research, Investments, Corporate Finance, Private Equity, Due Diligence, Financial Modeling, Tax, Estate Administration, Estate Tax Planning, Gift Tax, Legal Writing, Tax Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2009
Tulane University 2000 — 2001
Bachelor of Science (BS), Accounting and Finance
Tulane University - A.B. Freeman School of Business 1996 — 2000
BSM, Finance and Accounting
Ted O'Leary, CPA's UBS Experience May 2004 - August 2004
Job Manager of Tax and Treasury at Lake Region Medical
Industry Accounting
Experience
Lake Region Medical March 2014 - Present
Ernst & Young October 2012 - March 2014
Ernst & Young September 2008 - October 2012
Ernst & Young LLP August 2006 - August 2008
Vitale, Caturano & Company January 2005 - June 2005
UBS May 2004 - August 2004
Skills
Auditing, Corporate Tax, Finance, Mergers & Acquisitions, Tax Returns, CPA, Analysis, Valuation, Investments, Management, FIN 48, Microsoft Excel, Tax Research, Tax Accounting, International Tax, Accounting, State Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
MST, Masters of Taxation
Bentley University 2002 — 2006
BS, Corporate Finance & Accounting
Lake Region Medical March 2014 - Present
Ernst & Young October 2012 - March 2014
Ernst & Young September 2008 - October 2012
Ernst & Young LLP August 2006 - August 2008
Vitale, Caturano & Company January 2005 - June 2005
UBS May 2004 - August 2004
Skills
Auditing, Corporate Tax, Finance, Mergers & Acquisitions, Tax Returns, CPA, Analysis, Valuation, Investments, Management, FIN 48, Microsoft Excel, Tax Research, Tax Accounting, International Tax, Accounting, State Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
MST, Masters of Taxation
Bentley University 2002 — 2006
BS, Corporate Finance & Accounting
Lisa Catalano's UBS Experience 1994 - 1999
Job Principal at Catalano Arbitration and Mediation Services
Industry Legal Services
Experience
Catalano Arbitration and Mediation Services December 2012 - Present
St. John's University School of Law May 2006 - December 2012
Davidson & Grannum LLP May 1999 - April 2006
UBS 1994 - 1999
Skills
Dispute Resolution, Alternative Dispute..., Arbitration, Securities, Securities Regulation, Civil Litigation, Legal Research, Legal Writing, Corporate Law, Courts, Appeals, Westlaw, Criminal Law, Bankruptcy, Intellectual Property, Employment Law, Fraud, Trials, Legal Assistance, Internal Investigations, Corporate Governance, Legal Issues, Competition Law, Legal Advice
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
JD, Law, Top 10%
CUNY, Queens College
BA, Political Science/Communications
Catalano Arbitration and Mediation Services December 2012 - Present
St. John's University School of Law May 2006 - December 2012
Davidson & Grannum LLP May 1999 - April 2006
UBS 1994 - 1999
Skills
Dispute Resolution, Alternative Dispute..., Arbitration, Securities, Securities Regulation, Civil Litigation, Legal Research, Legal Writing, Corporate Law, Courts, Appeals, Westlaw, Criminal Law, Bankruptcy, Intellectual Property, Employment Law, Fraud, Trials, Legal Assistance, Internal Investigations, Corporate Governance, Legal Issues, Competition Law, Legal Advice
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
JD, Law, Top 10%
CUNY, Queens College
BA, Political Science/Communications
Matt Frankle's UBS Experience 2009 - April 2011
Job Director at Bank of America
Industry Financial Services
Experience
Bank of America July 2013 - Present
Deutsche Bank July 2012 - July 2014
Citi May 2011 - November 2012
UBS 2009 - April 2011
Deutsche Bank June 2004 - May 2009
Sullivan & Cromwell March 2000 - June 2004
Skills
Financial Structuring, Corporate Law, Securities, Capital Markets, Derivatives, Structured Finance, Equities, Private Placements, IPO, Equity Derivatives, Swaps, Prime Brokerage, Securities Lending, Capital Structure, Banking, Fund Of Funds, Financial Services
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1997 — 2000
Juris Doctor, Law
State University of New York at Albany 1989 — 1993
Bachelor of Arts, Mathematics
Goshen High School 1985 — 1989
Bank of America July 2013 - Present
Deutsche Bank July 2012 - July 2014
Citi May 2011 - November 2012
UBS 2009 - April 2011
Deutsche Bank June 2004 - May 2009
Sullivan & Cromwell March 2000 - June 2004
Skills
Financial Structuring, Corporate Law, Securities, Capital Markets, Derivatives, Structured Finance, Equities, Private Placements, IPO, Equity Derivatives, Swaps, Prime Brokerage, Securities Lending, Capital Structure, Banking, Fund Of Funds, Financial Services
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1997 — 2000
Juris Doctor, Law
State University of New York at Albany 1989 — 1993
Bachelor of Arts, Mathematics
Goshen High School 1985 — 1989
Steven Yuen's UBS Experience January 1997 - July 2007
Job IT Security Tech Specialist at NYU Medical Center
Industry Information Technology and Services
Experience
NYU Langone Medical Center August 2007 - Present
UBS January 1997 - July 2007
Harry Winston, Inc. July 1993 - January 1997
Education
Baruch College, City University of New York (CUNY) 1993 — 1996
MBA, Information Systems
New York University - Polytechnic School of Engineering 1989 — 1992
MS, Electrical Engineering
Brooklyn Technical High School 1986 — 1988
High School, Electrical Engineering
NYU Langone Medical Center August 2007 - Present
UBS January 1997 - July 2007
Harry Winston, Inc. July 1993 - January 1997
Education
Baruch College, City University of New York (CUNY) 1993 — 1996
MBA, Information Systems
New York University - Polytechnic School of Engineering 1989 — 1992
MS, Electrical Engineering
Brooklyn Technical High School 1986 — 1988
High School, Electrical Engineering
Thomas Hofer's UBS Experience June 2005 - August 2005
Job
Industry Computer Software
Experience
ClearSlide, Inc. February 2012 - December 2014
Private March 2011 - February 2012
Santander Bank, N.A. April 2008 - December 2010
UBS June 2005 - August 2005
Skills
JavaScript, Ruby, Ruby on Rails, Backbone.js, jQuery, Web Development, SQL, Git, HTML, Python, CSS, Microsoft Excel, Data Analysis, PostgreSQL, RSpec, Test Driven Development, Bootstrap
Education
App Academy
Bentley University
Master of Science
Bentley University
Bachelor of Science
ClearSlide, Inc. February 2012 - December 2014
Private March 2011 - February 2012
Santander Bank, N.A. April 2008 - December 2010
UBS June 2005 - August 2005
Skills
JavaScript, Ruby, Ruby on Rails, Backbone.js, jQuery, Web Development, SQL, Git, HTML, Python, CSS, Microsoft Excel, Data Analysis, PostgreSQL, RSpec, Test Driven Development, Bootstrap
Education
App Academy
Bentley University
Master of Science
Bentley University
Bachelor of Science
Shayan Shafizadeh's UBS Experience 2000 - 2005
Job Senior software engineering team lead
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Citigroup 2005 - 2009
UBS 2000 - 2005
Skills
Software Project..., SQL, SDLC, Java, Requirements Analysis, Enterprise Architecture, JavaScript, Java Enterprise Edition, SOA, Integration, HTML, Solution Architecture, Web Development, IT Strategy, Websphere, Core Java, Web Services, XML, Software Development, Databases, Eclipse
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
MBA, Real Estate & Finance
Queens College
BA, Computer Science
Morgan Stanley Wealth Management June 2009 - Present
Citigroup 2005 - 2009
UBS 2000 - 2005
Skills
Software Project..., SQL, SDLC, Java, Requirements Analysis, Enterprise Architecture, JavaScript, Java Enterprise Edition, SOA, Integration, HTML, Solution Architecture, Web Development, IT Strategy, Websphere, Core Java, Web Services, XML, Software Development, Databases, Eclipse
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
MBA, Real Estate & Finance
Queens College
BA, Computer Science
Yanping Pan's UBS Experience
Job Tax Accountant at UBS
Industry Financial Services
Experience
UBS
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
UBS
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
Isaac Zion's UBS Experience 2006 - 2008
Job Assistant General Counsel at Citi
Industry Legal Services
Experience
Citi September 2012 - Present
Ashurst March 2009 - September 2012
McKee Nelson August 2008 - March 2009
UBS 2006 - 2008
King and Spalding 2004 - 2006
Hawkins Delafield & Wood 1999 - 2003
PwC 1997 - 1999
Skills
Securities Regulation, Commercial Litigation, Legal Research, Securities, Structured Finance, Due Diligence, Project Finance, Structured Products, Capital Markets, Corporate Law, Corporate Governance, Public Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1995 — 1997
JD, Law
City University of New York-Brooklyn College 1990 — 1994
BS, Accounting
Citi September 2012 - Present
Ashurst March 2009 - September 2012
McKee Nelson August 2008 - March 2009
UBS 2006 - 2008
King and Spalding 2004 - 2006
Hawkins Delafield & Wood 1999 - 2003
PwC 1997 - 1999
Skills
Securities Regulation, Commercial Litigation, Legal Research, Securities, Structured Finance, Due Diligence, Project Finance, Structured Products, Capital Markets, Corporate Law, Corporate Governance, Public Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1995 — 1997
JD, Law
City University of New York-Brooklyn College 1990 — 1994
BS, Accounting
Michael Brumbach, RN, BSN, BS, MSFP's UBS Experience May 2006 - August 2006
Job RN at Cooper University Health Care
Industry Hospital & Health Care
Experience
Cooper University Health Care 2014 - Present
Cooper University Hospital February 2012 - August 2014
Cooper University Hospital February 2011 - February 2012
Exceptional Medical Transportation June 2010 - May 2011
The Cheesecake Factory October 2007 - June 2010
Scipione Wealth Advisors, Inc. March 2009 - August 2009
UBS May 2006 - August 2006
Fairleigh Dickinson University September 2004 - May 2005
Skills
Leadership, Strategic Financial..., Portfolio Management, Financial Analysis, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
MS, Financial Planning
Fairleigh Dickinson University 2003 — 2007
BS, Finance
St. Augustine College Preparatory School 1999 — 2003
Cooper University Health Care 2014 - Present
Cooper University Hospital February 2012 - August 2014
Cooper University Hospital February 2011 - February 2012
Exceptional Medical Transportation June 2010 - May 2011
The Cheesecake Factory October 2007 - June 2010
Scipione Wealth Advisors, Inc. March 2009 - August 2009
UBS May 2006 - August 2006
Fairleigh Dickinson University September 2004 - May 2005
Skills
Leadership, Strategic Financial..., Portfolio Management, Financial Analysis, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
MS, Financial Planning
Fairleigh Dickinson University 2003 — 2007
BS, Finance
St. Augustine College Preparatory School 1999 — 2003
Yelena Boroda's UBS Experience 1996 - 1998
Job web developer / applications analyst at Staten Island University Hospital
Industry Information Technology and Services
Experience
Staten Island University Hospital June 2002 - Present
Merrill Lynch Financial Services August 1998 - February 2002
UBS 1996 - 1998
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Information Systems and Statistics
Staten Island University Hospital June 2002 - Present
Merrill Lynch Financial Services August 1998 - February 2002
UBS 1996 - 1998
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Information Systems and Statistics
Jim Lacamp's UBS Experience June 2009 - Present
Job SR VP, Macroportfolio Wealth Management at UBS Financial Services, Inc.
Industry Internet
Experience
UBS June 2009 - Present
Education
Baylor University 1979 — 1983
bba, economics/finance
UBS June 2009 - Present
Education
Baylor University 1979 — 1983
bba, economics/finance
Susan DeMino (Wittmer)'s UBS Experience September 1998 - Present
Job Director at UBS
Industry Investment Banking
Experience
UBS September 1998 - Present
Coutts November 1991 - September 1998
Bank of East Asia 1985 - 1991
Skills
Fixed Income, Derivatives, Investment Banking, Equities, Capital Markets, Credit Derivatives, Hedge Funds, Middle Office, Operational Risk, Structured Products, Private Banking, Trading Systems, Bloomberg, FX Options, Financial Markets, Alternative Investments, Securities, Series 63, Trading, Banking, Prime Brokerage, Equity Derivatives
Education
Baruch College, City University of New York (CUNY) 1985 — 1991
BBA, Finance
UBS September 1998 - Present
Coutts November 1991 - September 1998
Bank of East Asia 1985 - 1991
Skills
Fixed Income, Derivatives, Investment Banking, Equities, Capital Markets, Credit Derivatives, Hedge Funds, Middle Office, Operational Risk, Structured Products, Private Banking, Trading Systems, Bloomberg, FX Options, Financial Markets, Alternative Investments, Securities, Series 63, Trading, Banking, Prime Brokerage, Equity Derivatives
Education
Baruch College, City University of New York (CUNY) 1985 — 1991
BBA, Finance
Jack A. Starks, Jr., CFP®'s UBS Experience January 2015 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
Extraco Banks August 2012 - January 2015
Raymond James August 2012 - January 2015
Extraco Banks February 2011 - August 2012
Skills
Personal Financial..., Wealth Management, Retirement Planning, Financial Services, Investments, Personal Finance, Risk Management, Asset Allocation, Investment Strategies
Education
Texas Tech University 2006 — 2009
M.S., Personal Financial Planning
Texas Tech University School of Law 2006 — 2009
J.D., Law
Baylor University - Hankamer School of Business 2000 — 2006
B.B.A., Finance; Risk Management & Insurance
UBS January 2015 - Present
Extraco Banks August 2012 - January 2015
Raymond James August 2012 - January 2015
Extraco Banks February 2011 - August 2012
Skills
Personal Financial..., Wealth Management, Retirement Planning, Financial Services, Investments, Personal Finance, Risk Management, Asset Allocation, Investment Strategies
Education
Texas Tech University 2006 — 2009
M.S., Personal Financial Planning
Texas Tech University School of Law 2006 — 2009
J.D., Law
Baylor University - Hankamer School of Business 2000 — 2006
B.B.A., Finance; Risk Management & Insurance
Bruce Newman's UBS Experience December 2000 - June 2001
Job Partner at WilmerHale in the Securities Department specializing in BrokerDealer Regulation
Industry Law Practice
Experience
WilmerHale June 2001 - Present
UBS December 2000 - June 2001
PaineWebber 1996 - 2000
US Securities and Exchange Commission September 1991 - October 1996
Skills
Securities Regulation, SEC, Capital Markets, Broker-Dealer, Securities Litigation, Cross-border..., Corporate Law, Banking Law, Arbitration, Securities, Corporate Governance, Litigation, Legal Writing, Private Equity, Civil Litigation, Commercial Litigation, FINRA, Licensing, Legal Research, Class Actions, Intellectual Property
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1989 — 1991
J.D., Law
Rutgers University-New Brunswick 1983 — 1987
B.A., Political Science
WilmerHale June 2001 - Present
UBS December 2000 - June 2001
PaineWebber 1996 - 2000
US Securities and Exchange Commission September 1991 - October 1996
Skills
Securities Regulation, SEC, Capital Markets, Broker-Dealer, Securities Litigation, Cross-border..., Corporate Law, Banking Law, Arbitration, Securities, Corporate Governance, Litigation, Legal Writing, Private Equity, Civil Litigation, Commercial Litigation, FINRA, Licensing, Legal Research, Class Actions, Intellectual Property
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1989 — 1991
J.D., Law
Rutgers University-New Brunswick 1983 — 1987
B.A., Political Science
Shankar Chadha's UBS Experience September 2006 - December 2006
Job Senior Associate at Mauryan Group
Industry Financial Services
Experience
Mauryan Group January 2009 - July 2010
Diamondback Capital May 2008 - December 2008
Banc of America Securities June 2007 - September 2007
UBS September 2006 - December 2006
Education
City University of New York-Baruch College 2004 — 2008
BA, Mathematics, Economics
DPS VK
Mauryan Group January 2009 - July 2010
Diamondback Capital May 2008 - December 2008
Banc of America Securities June 2007 - September 2007
UBS September 2006 - December 2006
Education
City University of New York-Baruch College 2004 — 2008
BA, Mathematics, Economics
DPS VK
Robert Goldenberg's UBS Experience 2000 - 2011
Job Managing Director & Senior Managing Counsel, BNY Mellon
Industry Legal Services
Experience
BNY Mellon December 2013 - Present
Law Offices of Robert Goldenberg 2011 - 2013
UBS 2000 - 2011
UBS Wealth Management 2000 - 2011
Mayer Brown 1995 - 1999
Simpson Thacher & Bartlett LLP 1993 - 1996
Skills
FINRA
Education
Benjamin N. Cardozo School of Law, Yeshiva University
BNY Mellon December 2013 - Present
Law Offices of Robert Goldenberg 2011 - 2013
UBS 2000 - 2011
UBS Wealth Management 2000 - 2011
Mayer Brown 1995 - 1999
Simpson Thacher & Bartlett LLP 1993 - 1996
Skills
FINRA
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Yolande D. Black's UBS Experience February 2013 - May 2014
Job
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Commerzbank June 2014 - June 2015
UBS February 2013 - May 2014
Capital One Financial Advisors January 2010 - February 2013
HSBC Securities 2006 - 2010
Divine Capital Markets 2005 - 2006
The MONY Group September 2002 - March 2005
Skills
Securities, FINRA, Mutual Funds, Compliance, Fixed Income, Risk Management, Uniform Combined State..., Series 63, Series 24, Series 7, Equities, Financial Services, Capital Markets, Investments, Wealth Management
Education
Bernard Baruch College (CUNY)
BBA in Business Management, Business Administration and Management, General
City University of New York-Baruch College
BBA, Business Management
Credit Suisse July 2015 - Present
Commerzbank June 2014 - June 2015
UBS February 2013 - May 2014
Capital One Financial Advisors January 2010 - February 2013
HSBC Securities 2006 - 2010
Divine Capital Markets 2005 - 2006
The MONY Group September 2002 - March 2005
Skills
Securities, FINRA, Mutual Funds, Compliance, Fixed Income, Risk Management, Uniform Combined State..., Series 63, Series 24, Series 7, Equities, Financial Services, Capital Markets, Investments, Wealth Management
Education
Bernard Baruch College (CUNY)
BBA in Business Management, Business Administration and Management, General
City University of New York-Baruch College
BBA, Business Management
Yanping Pan, MST's UBS Experience 2004 - 2008
Job Tax Manager
Industry Accounting
Experience
Ansell May 2014 - Present
Ingersoll Rand July 2008 - May 2014
UBS 2004 - 2008
ITOCHU International Inc. 2001 - 2004
ITOCHU International Inc. 1999 - 2001
Skills
Corporate Tax, Tax Accounting, Income Tax, International Tax, Tax, US GAAP, Auditing, Finance, HFM, Hyperion Enterprise, OneSource Tax Stream, SAP, CORPTAX-US Compliance,..., Sarbanes-Oxley Act, Tax Research, Account Reconciliation, General Ledger
Education
Fairleigh Dickinson University-Florham Campus 2007 — 2010
MS. Taxation, Tax
Baruch College, City University of New York (CUNY) 1995 — 1998
Accounting, Accounting
Ansell May 2014 - Present
Ingersoll Rand July 2008 - May 2014
UBS 2004 - 2008
ITOCHU International Inc. 2001 - 2004
ITOCHU International Inc. 1999 - 2001
Skills
Corporate Tax, Tax Accounting, Income Tax, International Tax, Tax, US GAAP, Auditing, Finance, HFM, Hyperion Enterprise, OneSource Tax Stream, SAP, CORPTAX-US Compliance,..., Sarbanes-Oxley Act, Tax Research, Account Reconciliation, General Ledger
Education
Fairleigh Dickinson University-Florham Campus 2007 — 2010
MS. Taxation, Tax
Baruch College, City University of New York (CUNY) 1995 — 1998
Accounting, Accounting
Douglas Hundt, CFA's UBS Experience October 2002 - April 2005
Job Director, Institutional Equity Sales
Industry Investment Banking
Experience
Wolfe Research, LLC February 2010 - Present
Merrill Lynch 2007 - 2009
Merrill Lynch April 2005 - January 2007
UBS October 2002 - April 2005
Skills
Equity Research, Client Service, Economics, Equities, Bloomberg, Series 7, Valuation, Financial Modeling, Hedge Funds, Capital Markets, Investment Banking, Fixed Income, Equity Valuation, Investments, Financial Analysis, Alternative Investments, Portfolio Management, Series 63, Asset Allocation, Asset Managment, Bloomberg Terminal, Mutual Funds, Sell Side, Financial Services
Education
Bates College 1998 — 2002
BA, Economics
Fordham Preparatory School 1994 — 1998
Wolfe Research, LLC February 2010 - Present
Merrill Lynch 2007 - 2009
Merrill Lynch April 2005 - January 2007
UBS October 2002 - April 2005
Skills
Equity Research, Client Service, Economics, Equities, Bloomberg, Series 7, Valuation, Financial Modeling, Hedge Funds, Capital Markets, Investment Banking, Fixed Income, Equity Valuation, Investments, Financial Analysis, Alternative Investments, Portfolio Management, Series 63, Asset Allocation, Asset Managment, Bloomberg Terminal, Mutual Funds, Sell Side, Financial Services
Education
Bates College 1998 — 2002
BA, Economics
Fordham Preparatory School 1994 — 1998
Jonathan Blattmachr's UBS Experience March 2002 - August 2005
Job Associate at Baker & Hostetler LLP
Industry Law Practice
Experience
Baker & Hostetler LLP July 2013 - Present
Schulte Roth & Zabel LLP September 2008 - July 2013
Schulte Roth & Zabel LLP May 2007 - August 2007
Southern District of New York - Chambers of Hon. Stephen C. Robinson May 2006 - August 2006
UBS March 2002 - August 2005
Morgan Stanley March 1998 - March 2002
Skills
Hedge Funds, Estate Planning, Legal Writing, Securities, Private Equity, Portfolio Management, Bankruptcy, Securities Regulation, Investments, Restructuring, Corporate Law, Joint Ventures, Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Juris Doctor, Corporate Law and Litigation
University of Rochester
BA, Political Science
Garden City High School
Baker & Hostetler LLP July 2013 - Present
Schulte Roth & Zabel LLP September 2008 - July 2013
Schulte Roth & Zabel LLP May 2007 - August 2007
Southern District of New York - Chambers of Hon. Stephen C. Robinson May 2006 - August 2006
UBS March 2002 - August 2005
Morgan Stanley March 1998 - March 2002
Skills
Hedge Funds, Estate Planning, Legal Writing, Securities, Private Equity, Portfolio Management, Bankruptcy, Securities Regulation, Investments, Restructuring, Corporate Law, Joint Ventures, Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Juris Doctor, Corporate Law and Litigation
University of Rochester
BA, Political Science
Garden City High School
John Nohner-Black's UBS Experience September 2007 - December 2009
Job Account Executive at LifeTrac, Inc.
Industry Insurance
Experience
LifeTrac, Inc. December 2009 - Present
UBS September 2007 - December 2009
Life Trac, Inc. 2006 - 2007
United Resource Networks 1998 - 2006
Skills
Health Insurance, Healthcare, Insurance, Managed Care, Employee Benefits, Reinsurance, Brokers, Medicaid, Underwriting, Medicare, Disability Insurance, Management, Long-term Care, Claim, Strategic Planning
Education
University of Minnesota-Twin Cities 1984 — 1988
Bachelor of Science (BS), Biolgy and Nursing
Bemidji State University 1982 — 1984
Melrose High School 1980 — 1982
LifeTrac, Inc. December 2009 - Present
UBS September 2007 - December 2009
Life Trac, Inc. 2006 - 2007
United Resource Networks 1998 - 2006
Skills
Health Insurance, Healthcare, Insurance, Managed Care, Employee Benefits, Reinsurance, Brokers, Medicaid, Underwriting, Medicare, Disability Insurance, Management, Long-term Care, Claim, Strategic Planning
Education
University of Minnesota-Twin Cities 1984 — 1988
Bachelor of Science (BS), Biolgy and Nursing
Bemidji State University 1982 — 1984
Melrose High School 1980 — 1982
Courtney Bowen's UBS Experience September 2007 - August 2008
Job Student at Bentley College
Industry Accounting
Experience
Mazu Networks September 2008 - February 2009
UBS September 2007 - August 2008
Education
Bentley University 2005 — 2009
Accounting and Mathematical Sciences
Mazu Networks September 2008 - February 2009
UBS September 2007 - August 2008
Education
Bentley University 2005 — 2009
Accounting and Mathematical Sciences
Sergei Savko's UBS Experience January 2009 - May 2009
Job Real Estate Agent at Highline Residential
Industry Financial Services
Experience
Highline Residential October 2014 - Present
Test Kitchen January 2010 - Present
H&R Block December 2012 - December 2013
UBS January 2009 - May 2009
Ecuador trade office 2009 - 2009
Marriott International 2003 - 2003
Skills
Financial Analysis, Equities, Financial Services, Wealth Management, Investments, Mutual Funds, Retirement Planning, Finance, Bloomberg, Relationship Management, Investment Banking, Cash Management, Financial Modeling, Analysis, Financial Advisory, Series 63, PowerPoint
Education
City University of New York-Baruch College 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Belorussian National Technical University 2001 — 2004
Studied towards Bachelor's Degree in Technical Engineering, Civil Engineering
Highline Residential October 2014 - Present
Test Kitchen January 2010 - Present
H&R Block December 2012 - December 2013
UBS January 2009 - May 2009
Ecuador trade office 2009 - 2009
Marriott International 2003 - 2003
Skills
Financial Analysis, Equities, Financial Services, Wealth Management, Investments, Mutual Funds, Retirement Planning, Finance, Bloomberg, Relationship Management, Investment Banking, Cash Management, Financial Modeling, Analysis, Financial Advisory, Series 63, PowerPoint
Education
City University of New York-Baruch College 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Belorussian National Technical University 2001 — 2004
Studied towards Bachelor's Degree in Technical Engineering, Civil Engineering
William Shipp's UBS Experience August 2008 - August 2009
Job CPA
Industry Accounting
Experience
Ernst & Young August 2011 - Present
UBS August 2008 - August 2009
Education
Belmont University 2006 — 2009
Masters of Accountancy
Ernst & Young August 2011 - Present
UBS August 2008 - August 2009
Education
Belmont University 2006 — 2009
Masters of Accountancy
Steve Helm's UBS Experience 2005 - July 2008
Job Controller at Clarke and Wyndham, Inc.
Industry Real Estate
Experience
Clarke and Wyndham, Inc. July 2014 - Present
RAM Aircraft September 2013 - July 2014
Dart Aircraft Parts July 2008 - August 2013
UBS 2005 - July 2008
Jaynes, Reitmeier, Boyd, & Therrell, PC 2003 - 2005
Skills
Accounting, Finance, Internal Controls, Strategic Financial..., Strategic Planning, Financial Reporting, Corporate Tax, Tax, Financial Planning, Management, Financial Analysis, Budgets, Auditing, Financial Accounting, General Ledger
Education
Baylor University 2002 — 2003
Master of Accountancy
Baylor University 1998 — 2003
Bachelor of Business Administration (BBA), Accounting
Clarke and Wyndham, Inc. July 2014 - Present
RAM Aircraft September 2013 - July 2014
Dart Aircraft Parts July 2008 - August 2013
UBS 2005 - July 2008
Jaynes, Reitmeier, Boyd, & Therrell, PC 2003 - 2005
Skills
Accounting, Finance, Internal Controls, Strategic Financial..., Strategic Planning, Financial Reporting, Corporate Tax, Tax, Financial Planning, Management, Financial Analysis, Budgets, Auditing, Financial Accounting, General Ledger
Education
Baylor University 2002 — 2003
Master of Accountancy
Baylor University 1998 — 2003
Bachelor of Business Administration (BBA), Accounting
Sheryl M. Carroll's UBS Experience October 2008 - June 2015
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2015 - Present
UBS October 2008 - June 2015
UBS August 2007 - October 2008
UBS December 2004 - July 2007
UBS December 2003 - December 2004
UBS May 2002 - December 2003
PaineWebber June 2001 - May 2002
Skills
Wealth Management, Investments, Financial Services, Portfolio Management, Customer Service, Retirement Planning, Strategic Planning
Education
Baylor University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Economics, International Business, Management
Wells Fargo Advisors June 2015 - Present
UBS October 2008 - June 2015
UBS August 2007 - October 2008
UBS December 2004 - July 2007
UBS December 2003 - December 2004
UBS May 2002 - December 2003
PaineWebber June 2001 - May 2002
Skills
Wealth Management, Investments, Financial Services, Portfolio Management, Customer Service, Retirement Planning, Strategic Planning
Education
Baylor University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Economics, International Business, Management
Degory Brownell's UBS Experience November 2006 - January 2009
Job Financial Services Professional, MSA
Industry Financial Services
Experience
Bank of America April 2012 - Present
Beacon Investment Management, LLC March 2009 - January 2010
UBS November 2006 - January 2009
Brown & Company July 2001 - August 2006
Brown & Company July 2000 - July 2001
Brown & Company October 1998 - July 2000
Skills
FINRA, Licensing, Banking, Financial Services, Series 63, Securities, Equities, Investments, Strategic Financial..., Series 7, Financial Analysis, Financial Modeling, Mutual Funds, Options
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
MSA, Accountancy
Binghamton University 1991 — 1996
BA, History & Philosophy
Bank of America April 2012 - Present
Beacon Investment Management, LLC March 2009 - January 2010
UBS November 2006 - January 2009
Brown & Company July 2001 - August 2006
Brown & Company July 2000 - July 2001
Brown & Company October 1998 - July 2000
Skills
FINRA, Licensing, Banking, Financial Services, Series 63, Securities, Equities, Investments, Strategic Financial..., Series 7, Financial Analysis, Financial Modeling, Mutual Funds, Options
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
MSA, Accountancy
Binghamton University 1991 — 1996
BA, History & Philosophy
Solomon Suleymanov's UBS Experience September 2007 - December 2007
Job J.D., LLM in Tax (expected), CPA
Industry Legal Services
Experience
NYS Attorney General's Office , Investor Protection Bureau September 2012 - December 2012
NYS Attorney General's Office, Medicaid Fraud Control Unit June 2012 - August 2012
Mintz & Fraade, P.C. January 2012 - May 2012
RSM McGladrey January 2009 - September 2010
UBS September 2007 - December 2007
ING Clarion 2007 - 2007
Skills
Legal Research, Legal Writing, Westlaw, Tax, Bankruptcy, Corporate Law, Corporate Governance, Securities Regulation, Tax Law
Education
New York University School of Law 2014 — 2015
Master of Laws (LLM), Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2014
JD, Corporate Law and Taxation
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
BBA, Accounting
NYS Attorney General's Office , Investor Protection Bureau September 2012 - December 2012
NYS Attorney General's Office, Medicaid Fraud Control Unit June 2012 - August 2012
Mintz & Fraade, P.C. January 2012 - May 2012
RSM McGladrey January 2009 - September 2010
UBS September 2007 - December 2007
ING Clarion 2007 - 2007
Skills
Legal Research, Legal Writing, Westlaw, Tax, Bankruptcy, Corporate Law, Corporate Governance, Securities Regulation, Tax Law
Education
New York University School of Law 2014 — 2015
Master of Laws (LLM), Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2014
JD, Corporate Law and Taxation
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
BBA, Accounting
YuHa Hwang's UBS Experience September 2009 - December 2009
Job N/A
Industry Investment Management
Experience
Hana Bank October 2013 - May 2014
Dealogic LLC 2012 - 2013
UBS September 2009 - December 2009
Skills
Fixed Income, Equities, Bloomberg, Derivatives, Capital Markets, Investment Banking, Hedge Funds, Financial Markets, Financial Modeling, Equity Research, Valuation, Trading, Bloomberg Terminal, Matlab, R, Financial Forecasting, Trade Finance, M&A support, Investment Strategies, Machine Learning, Data Science, C++
Education
The University of Glasgow 2014 — 2015
Master's Degree, Financial Forecasting & Investment
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
BBA, Finance & Investments
Hana Bank October 2013 - May 2014
Dealogic LLC 2012 - 2013
UBS September 2009 - December 2009
Skills
Fixed Income, Equities, Bloomberg, Derivatives, Capital Markets, Investment Banking, Hedge Funds, Financial Markets, Financial Modeling, Equity Research, Valuation, Trading, Bloomberg Terminal, Matlab, R, Financial Forecasting, Trade Finance, M&A support, Investment Strategies, Machine Learning, Data Science, C++
Education
The University of Glasgow 2014 — 2015
Master's Degree, Financial Forecasting & Investment
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
BBA, Finance & Investments
Siddharth Mehra's UBS Experience November 2004 - May 2005
Job Manager at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management January 2011 - Present
Morgan Stanley Investment Management March 2007 - January 2011
Morgan Stanley Investment Management June 2006 - March 2007
Goldman Sachs September 2005 - December 2005
UBS November 2004 - May 2005
Skills
Equities, Fixed Income
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
MBA, Finance and Investments
Morgan Stanley Investment Management January 2011 - Present
Morgan Stanley Investment Management March 2007 - January 2011
Morgan Stanley Investment Management June 2006 - March 2007
Goldman Sachs September 2005 - December 2005
UBS November 2004 - May 2005
Skills
Equities, Fixed Income
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
MBA, Finance and Investments
Pedro J Gomez's UBS Experience June 2007 - July 2007
Job Corporate Development at EVERTEC
Industry Information Technology and Services
Experience
EVERTEC September 2011 - Present
Xtrategit June 2010 - September 2011
MassMutual Financial Group August 2009 - December 2009
Scherrer Hernandez & Co. July 2008 - August 2008
UBS June 2007 - July 2007
Skills
Financial Analysis
Education
Bentley University 2005 — 2009
Bachelor of Science, Finance
Baldwin School 1999 — 2005
High School
EVERTEC September 2011 - Present
Xtrategit June 2010 - September 2011
MassMutual Financial Group August 2009 - December 2009
Scherrer Hernandez & Co. July 2008 - August 2008
UBS June 2007 - July 2007
Skills
Financial Analysis
Education
Bentley University 2005 — 2009
Bachelor of Science, Finance
Baldwin School 1999 — 2005
High School
William Giliberti's UBS Experience 2008 - 2010
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital 2011 - Present
UBS 2008 - 2010
UBS 2001 - 2008
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
St Johns University
Bachelors, Finance
Barclays Capital 2011 - Present
UBS 2008 - 2010
UBS 2001 - 2008
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
St Johns University
Bachelors, Finance
Jaime Kauffman's UBS Experience February 2002 - December 2003
Job Director at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management October 2013 - Present
UBS Wealth Management November 2011 - October 2013
UBS Wealth Management August 2008 - November 2011
UBS Wealth Management September 2006 - July 2008
UBS Wealth Management January 2005 - September 2006
UBS Wealth Management January 2004 - January 2005
UBS February 2002 - December 2003
Skills
Wealth Management, Portfolio Management, Credit Cards, Financial Services, Payments, Relationship Management, Private Banking, Banking, Investments, Fixed Income, Process Improvement, LSS, Six Sigma, ACH, Investment Banking, Securities, Capital Markets, Back Office, Mutual Funds, Asset Management, Derivatives, Risk Management, Business Analysis, Management, Leadership, Business Requirements, PMO
Education
Rider University 1995 — 1999
Bachelor of Arts (BA), Business Administration and Management, General
Belmont Abbey College 1994 — 1995
UBS Wealth Management October 2013 - Present
UBS Wealth Management November 2011 - October 2013
UBS Wealth Management August 2008 - November 2011
UBS Wealth Management September 2006 - July 2008
UBS Wealth Management January 2005 - September 2006
UBS Wealth Management January 2004 - January 2005
UBS February 2002 - December 2003
Skills
Wealth Management, Portfolio Management, Credit Cards, Financial Services, Payments, Relationship Management, Private Banking, Banking, Investments, Fixed Income, Process Improvement, LSS, Six Sigma, ACH, Investment Banking, Securities, Capital Markets, Back Office, Mutual Funds, Asset Management, Derivatives, Risk Management, Business Analysis, Management, Leadership, Business Requirements, PMO
Education
Rider University 1995 — 1999
Bachelor of Arts (BA), Business Administration and Management, General
Belmont Abbey College 1994 — 1995
Caitlyn Garvan's UBS Experience 2008 - 2008
Job Director of Patient Assistance Center at Steward Health Care
Industry Information Technology and Services
Experience
Steward Health Care December 2014 - Present
Cape Cod Healthcare February 2012 - November 2014
Cape Cod Healthcare January 2011 - January 2012
athenahealth September 2009 - December 2010
UBS 2008 - 2008
Skills
Budgets, PowerPoint, Business Analysis, Data Analysis, Healthcare, Project Management, Microsoft Excel, Financial Analysis, Outlook, Vendor Management, Microsoft Office, Customer Service, Financial Reporting, Microsoft Word, Strategic Planning, Access, Leadership
Education
Bentley University 2009 — 2010
MBA, Financial Planning & Real Estate Management
Bentley University 2005 — 2009
Bachelor of Science, Econoics & Finance, Ethics & Social Responsibility
Steward Health Care December 2014 - Present
Cape Cod Healthcare February 2012 - November 2014
Cape Cod Healthcare January 2011 - January 2012
athenahealth September 2009 - December 2010
UBS 2008 - 2008
Skills
Budgets, PowerPoint, Business Analysis, Data Analysis, Healthcare, Project Management, Microsoft Excel, Financial Analysis, Outlook, Vendor Management, Microsoft Office, Customer Service, Financial Reporting, Microsoft Word, Strategic Planning, Access, Leadership
Education
Bentley University 2009 — 2010
MBA, Financial Planning & Real Estate Management
Bentley University 2005 — 2009
Bachelor of Science, Econoics & Finance, Ethics & Social Responsibility
Michael B. Zimmerman's UBS Experience June 2013 - August 2013
Job
Industry Law Practice
Experience
Hinshaw & Culbertson LLP May 2014 - August 2014
New York Legal Assistance Group January 2014 - April 2014
Nielsen August 2013 - December 2013
UBS June 2013 - August 2013
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2012 — 2015
Doctor of Law (J.D.)
University of Pittsburgh 2008 — 2012
Bachelor of Arts (B.A.)
Hinshaw & Culbertson LLP May 2014 - August 2014
New York Legal Assistance Group January 2014 - April 2014
Nielsen August 2013 - December 2013
UBS June 2013 - August 2013
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2012 — 2015
Doctor of Law (J.D.)
University of Pittsburgh 2008 — 2012
Bachelor of Arts (B.A.)
Paul Freilich's UBS Experience January 2000 - May 2001
Job Managing Director Global Head of Tax at PineBridge Investments
Industry Investment Management
Experience
PineBridge Investments October 2010 - Present
EisnerAmper LLP January 2008 - October 2010
Pali Capital Inc 2001 - 2007
UBS January 2000 - May 2001
UBS May 1991 - January 2000
Coopers & Lybrand 1986 - 1989
Skills
Private Equity, Tax, Mergers, Accounting, International Tax
Education
NYU School of Law 1986 — 1989
LLM, Tax
Benjamin N. Cardozo School of Law, Yeshiva University 1983 — 1986
JD, Law
suny @ albany
PineBridge Investments October 2010 - Present
EisnerAmper LLP January 2008 - October 2010
Pali Capital Inc 2001 - 2007
UBS January 2000 - May 2001
UBS May 1991 - January 2000
Coopers & Lybrand 1986 - 1989
Skills
Private Equity, Tax, Mergers, Accounting, International Tax
Education
NYU School of Law 1986 — 1989
LLM, Tax
Benjamin N. Cardozo School of Law, Yeshiva University 1983 — 1986
JD, Law
suny @ albany
Sabrina Shi's UBS Experience May 2014 - Present
Job Algorithm Trading Quant Analyst
Industry Financial Services
Experience
UBS May 2014 - Present
Bloomberg LP June 2009 - Present
University of Michigan January 2009 - May 2009
Taikang Asset Management June 2008 - August 2008
Skills
Bloomberg, Quantitative Analytics, C++, Trading Systems, Financial Markets, Quantitative Finance, Equity Derivatives
Education
University of Michigan 2007 — 2009
Master of Science, Financial Engineering, 3.8/4.0
Beijing Jiaotong University 2003 — 2007
Bachelor of Science, Computational Mathematics, 3.7/4.0
UBS May 2014 - Present
Bloomberg LP June 2009 - Present
University of Michigan January 2009 - May 2009
Taikang Asset Management June 2008 - August 2008
Skills
Bloomberg, Quantitative Analytics, C++, Trading Systems, Financial Markets, Quantitative Finance, Equity Derivatives
Education
University of Michigan 2007 — 2009
Master of Science, Financial Engineering, 3.8/4.0
Beijing Jiaotong University 2003 — 2007
Bachelor of Science, Computational Mathematics, 3.7/4.0
Benjamin Karim's UBS Experience June 2011 - August 2011
Job
Industry Investment Banking
Experience
Marco Island Capital Advisors LLC January 2015 - Present
Project Seahawk June 2014 - Present
MassMutual Financial Group January 2015 - April 2015
Great American Group February 2014 - April 2014
Morrissey Goodale LLC July 2013 - February 2014
Shields & Company January 2013 - May 2013
The Watermill Group June 2012 - August 2012
UBS June 2011 - August 2011
Skills
LBO, Fairness Opinions, Recapitalizations, Private Placements, Business Valuation, M, Equity Valuation, Corporate Development, Venture Capital, SharePoint
Education
Bentley University 2009 — 2013
BS/BA
Investment Banking Institute 2012 — 2012
Longmeadow High School 2006 — 2009
Villanova University School of Law 2015 — 2018
Juris Doctor (J.D.)
Marco Island Capital Advisors LLC January 2015 - Present
Project Seahawk June 2014 - Present
MassMutual Financial Group January 2015 - April 2015
Great American Group February 2014 - April 2014
Morrissey Goodale LLC July 2013 - February 2014
Shields & Company January 2013 - May 2013
The Watermill Group June 2012 - August 2012
UBS June 2011 - August 2011
Skills
LBO, Fairness Opinions, Recapitalizations, Private Placements, Business Valuation, M, Equity Valuation, Corporate Development, Venture Capital, SharePoint
Education
Bentley University 2009 — 2013
BS/BA
Investment Banking Institute 2012 — 2012
Longmeadow High School 2006 — 2009
Villanova University School of Law 2015 — 2018
Juris Doctor (J.D.)
Braxton Wilson's UBS Experience August 2011 - Present
Job Client Resolution Specialist at UBS
Industry Financial Services
Experience
UBS August 2011 - Present
UBS 2011 - 2013
Restoration Hardware June 2010 - January 2011
Brixx Pizza May 2009 - August 2009
Steak & Spaghetti House May 2008 - August 2009
Skills
Customer Service, Financial Analysis, Asset Allocation, Financial Services, Finance, Credit, Banking, Sales, Investments, Microsoft Excel, Insurance, Risk Management, Retail, Cash Management, PowerPoint
Education
Belmont University 2007 — 2011
Bachelors of Business Administration, Finance
UBS August 2011 - Present
UBS 2011 - 2013
Restoration Hardware June 2010 - January 2011
Brixx Pizza May 2009 - August 2009
Steak & Spaghetti House May 2008 - August 2009
Skills
Customer Service, Financial Analysis, Asset Allocation, Financial Services, Finance, Credit, Banking, Sales, Investments, Microsoft Excel, Insurance, Risk Management, Retail, Cash Management, PowerPoint
Education
Belmont University 2007 — 2011
Bachelors of Business Administration, Finance
Michael Lamping's UBS Experience January 2012 - April 2012
Job Investment Analyst at HavenBrook Homes
Industry Real Estate
Experience
HavenBrook Homes October 2013 - Present
Morgan Stanley April 2012 - September 2012
UBS January 2012 - April 2012
Skills
Bloomberg Terminal, Investments, Equities, Mutual Funds, Bloomberg, Asset Allocation, Trading, Bonds, Options, Analysis, Financial Advisory, Entrepreneurship, Financial Modeling, Financial Analysis, Corporate Finance, Economics, Due Diligence, Finance, Microsoft Excel, Data Analysis, Access
Education
University of Tennessee-Knoxville
Bachelor's degree, Finance
Belmont University 2011 — 2012
Finance & Entrepreneurship
HavenBrook Homes October 2013 - Present
Morgan Stanley April 2012 - September 2012
UBS January 2012 - April 2012
Skills
Bloomberg Terminal, Investments, Equities, Mutual Funds, Bloomberg, Asset Allocation, Trading, Bonds, Options, Analysis, Financial Advisory, Entrepreneurship, Financial Modeling, Financial Analysis, Corporate Finance, Economics, Due Diligence, Finance, Microsoft Excel, Data Analysis, Access
Education
University of Tennessee-Knoxville
Bachelor's degree, Finance
Belmont University 2011 — 2012
Finance & Entrepreneurship
Victoria Rozenbaum's UBS Experience June 2001 - May 2005
Job Testing Specialist II at Sunlife Financial
Industry Insurance
Experience
Sun Life Financial June 2007 - Present
Manulife Financial May 2006 - June 2007
Diageo December 2005 - May 2006
UBS June 2001 - May 2005
Skills
Quality Center, User Acceptance Testing
Education
Baruch College 1996 — 2000
Bachelor of Business Administration (BBA), Computer Information Systems
Sun Life Financial June 2007 - Present
Manulife Financial May 2006 - June 2007
Diageo December 2005 - May 2006
UBS June 2001 - May 2005
Skills
Quality Center, User Acceptance Testing
Education
Baruch College 1996 — 2000
Bachelor of Business Administration (BBA), Computer Information Systems
William Marin's UBS Experience June 2013 - August 2013
Job Student at City University of New YorkBaruch College
Industry Financial Services
Experience
FLSV June 2014 - November 2014
UBS June 2013 - August 2013
Education
City University of New York-Baruch College 2010 — 2015
Bachelor of Business Administration (BBA), Accounting
FLSV June 2014 - November 2014
UBS June 2013 - August 2013
Education
City University of New York-Baruch College 2010 — 2015
Bachelor of Business Administration (BBA), Accounting
Abel Leung's UBS Experience July 2014 - August 2014
Job Student at Bentley University
Industry Financial Services
Experience
UBS July 2014 - August 2014
Maxim Group January 2014 - February 2014
HSBC July 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Customer Service, Research, Public Speaking, Time Management, Outlook, Data Analysis
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Finance, 3.31
UBS July 2014 - August 2014
Maxim Group January 2014 - February 2014
HSBC July 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Customer Service, Research, Public Speaking, Time Management, Outlook, Data Analysis
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Finance, 3.31
Thomas Reddington's UBS Experience October 1998 - March 2005
Job Registration Officie AVP at Credit Suisse
Industry Banking
Experience
Credit Suisse March 2005 - Present
UBS October 1998 - March 2005
Guardian Life September 1984 - October 1998
Skills
Registration, Insurance Licensing
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
Human Resources Management
Credit Suisse March 2005 - Present
UBS October 1998 - March 2005
Guardian Life September 1984 - October 1998
Skills
Registration, Insurance Licensing
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
Human Resources Management
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.