UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
UBS List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,700 UBS employees in database. Find out everything there's to know about UBS employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Employees
Employee
Years
Job
Industry
Jonathan Beukelman Jonathan Beukelman's UBS Experience December 2008 - Present
Job Managing Director Wealth Management, Senior Portfolio Manager at UBS
Industry Financial Services
Experience
UBS December 2008 - Present
Morgan Stanley January 2000 - December 2008
Piper Jaffray July 1998 - December 1999
Education
Taylor University 1994 — 1998
BA, Business
UC Berkeley Haas School of Business
CIMA, Finance
UBS December 2008 - Present
Morgan Stanley January 2000 - December 2008
Piper Jaffray July 1998 - December 1999
Education
Taylor University 1994 — 1998
BA, Business
UC Berkeley Haas School of Business
CIMA, Finance
TJ Whitfield's UBS Experience June 2014 - Present
Job Securities Specialist at UBS
Industry Financial Services
Experience
UBS June 2014 - Present
Fluent Grp August 2013 - May 2014
Purolator Inc. May 2011 - August 2012
Tennessee Technological University August 2009 - May 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Time Management, Social Networking, Team Leadership, Public Speaking, Marketing, Capital Budgeting, Customer Service, Quantitative Analysis, GoToMeeting, Fundraising, Recruiting, Event Planning, Budgeting, Financial Risk..., Investment Strategies, Stock Market Analysis, Critical Thinking, Problem Solving, Team Building, PowerPoint, Teamwork, Microsoft Office, Budgets
Education
Tennessee Technological University 2009 — 2014
Bachelor of Science (B.S.), Finance, General
Waverly Central High School 2005 — 2009
High School Diploma
UBS June 2014 - Present
Fluent Grp August 2013 - May 2014
Purolator Inc. May 2011 - August 2012
Tennessee Technological University August 2009 - May 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Time Management, Social Networking, Team Leadership, Public Speaking, Marketing, Capital Budgeting, Customer Service, Quantitative Analysis, GoToMeeting, Fundraising, Recruiting, Event Planning, Budgeting, Financial Risk..., Investment Strategies, Stock Market Analysis, Critical Thinking, Problem Solving, Team Building, PowerPoint, Teamwork, Microsoft Office, Budgets
Education
Tennessee Technological University 2009 — 2014
Bachelor of Science (B.S.), Finance, General
Waverly Central High School 2005 — 2009
High School Diploma
Gian Hunjan Gian Hunjan's UBS Experience May 2009 - August 2010
Job Mike & Gian, LLC
Industry Entertainment
Experience
Mike & Gian, LLC September 2009 - Present
Prime NYC December 2010 - January 2013
Datran Media March 2011 - June 2011
Debbie Regan Locations September 2010 - December 2010
UBS May 2009 - August 2010
The Temple News August 2009 - May 2010
Wells Fargo Advisors April 2009 - February 2010
Freshout June 2008 - September 2008
Skills
Social Media, Social Media Marketing
Education
Temple University - Fox School of Business and Management 2006 — 2010
BBA, Finance
North Hunterdon High School 2002 — 2006
Mike & Gian, LLC September 2009 - Present
Prime NYC December 2010 - January 2013
Datran Media March 2011 - June 2011
Debbie Regan Locations September 2010 - December 2010
UBS May 2009 - August 2010
The Temple News August 2009 - May 2010
Wells Fargo Advisors April 2009 - February 2010
Freshout June 2008 - September 2008
Skills
Social Media, Social Media Marketing
Education
Temple University - Fox School of Business and Management 2006 — 2010
BBA, Finance
North Hunterdon High School 2002 — 2006
Mason McGiboney's UBS Experience June 2014 - Present
Job Campus Representative Fluent Group, UCrew ; Sales Manager, Worxgroup
Industry Financial Services
Experience
UBS June 2014 - Present
Fluent Grp January 2013 - May 2014
The Worx Group August 2011 - May 2014
Skills
Social Media Marketing, Social Media, Marketing Strategy, Marketing, Event Management, Social Networking, Event Planning, Microsoft Office, Account Management, Public Relations, Customer Service, Sales, Project Management
Education
Tennessee Technological University 2010 — 2014
Bachelor's degree, Finance, General
UBS June 2014 - Present
Fluent Grp January 2013 - May 2014
The Worx Group August 2011 - May 2014
Skills
Social Media Marketing, Social Media, Marketing Strategy, Marketing, Event Management, Social Networking, Event Planning, Microsoft Office, Account Management, Public Relations, Customer Service, Sales, Project Management
Education
Tennessee Technological University 2010 — 2014
Bachelor's degree, Finance, General
Alysa Turkowitz-Lewis, EdD Alysa Turkowitz-Lewis, EdD's UBS Experience 2000 - 2001
Job Executive Director, MA Programs
Industry Higher Education
Experience
Graduate School of Arts & Sciences, Statistics Department March 2015 - Present
Teachers College, Columbia University 2013 - Present
Columbia Alumni Association - Career Coaches Network May 2013 - Present
Columbia Business School July 2012 - Present
Columbia University in the City of New York September 2013 - March 2015
Columbia University January 2007 - August 2013
Columbia Business School January 2001 - August 2007
African American Policy Forum March 2005 - July 2005
Bank of America 2001 - 2003
UBS 2000 - 2001
Skills
Higher Education, Curriculum Design, Adult Education, Administration, Leadership Development, Data Analysis, Teaching, Interviewing, Curriculum Development, Program Development, Interviews, Student Affairs, Public Speaking, Coaching, Training, Career Counseling, Community Outreach, Talent Management, Diversity & Inclusion, Performance Management, Admissions, Leadership, Event Planning
Education
Teachers College of Columbia University 2007 — 2012
EdD, Adult Learning and Leadership
Teachers College of Columbia University 2000 — 2001
MA, Social and Organizational Psychology
Vassar College 1994 — 1998
BA, Psychology
Graduate School of Arts & Sciences, Statistics Department March 2015 - Present
Teachers College, Columbia University 2013 - Present
Columbia Alumni Association - Career Coaches Network May 2013 - Present
Columbia Business School July 2012 - Present
Columbia University in the City of New York September 2013 - March 2015
Columbia University January 2007 - August 2013
Columbia Business School January 2001 - August 2007
African American Policy Forum March 2005 - July 2005
Bank of America 2001 - 2003
UBS 2000 - 2001
Skills
Higher Education, Curriculum Design, Adult Education, Administration, Leadership Development, Data Analysis, Teaching, Interviewing, Curriculum Development, Program Development, Interviews, Student Affairs, Public Speaking, Coaching, Training, Career Counseling, Community Outreach, Talent Management, Diversity & Inclusion, Performance Management, Admissions, Leadership, Event Planning
Education
Teachers College of Columbia University 2007 — 2012
EdD, Adult Learning and Leadership
Teachers College of Columbia University 2000 — 2001
MA, Social and Organizational Psychology
Vassar College 1994 — 1998
BA, Psychology
Anthony Perna Anthony Perna's UBS Experience January 2012 - Present
Job Business Manager & Facilities Coordinator for Wealth Management Americas IT at UBS
Industry Information Technology and Services
Experience
UBS January 2012 - Present
FDM Group August 2011 - May 2015
Syracuse University August 2010 - April 2011
Totally Tent and Party Rental May 2008 - January 2011
Explore Rochester IT June 2010 - August 2010
Skills
Project Management, Management, Data Analysis, Editing, ITIL, Program Management, Project Planning, Time Management, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Business Analysis, Leadership, Microsoft Word, SDLC, Vendor Management, Visio
Education
Syracuse University 2007 — 2011
Bachelor's of Science, Information Technology
UBS January 2012 - Present
FDM Group August 2011 - May 2015
Syracuse University August 2010 - April 2011
Totally Tent and Party Rental May 2008 - January 2011
Explore Rochester IT June 2010 - August 2010
Skills
Project Management, Management, Data Analysis, Editing, ITIL, Program Management, Project Planning, Time Management, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Business Analysis, Leadership, Microsoft Word, SDLC, Vendor Management, Visio
Education
Syracuse University 2007 — 2011
Bachelor's of Science, Information Technology
Jessica Barnhart Jessica Barnhart's UBS Experience June 2009 - December 2010
Job Financial Analyst Bank of America
Industry Accounting
Experience
Bank of America December 2010 - Present
UBS June 2009 - December 2010
Huguley Hospital October 2008 - December 2010
Weatherford National Bank August 2007 - June 2008
Skills
Cash Management, Accounts Payable, Credit, Banking, Financial Analysis, Credit Analysis, Operational Risk..., Credit Risk, Loans, QuickBooks, AML, Commercial Banking, Microsoft Excel, Financial Risk, Budgets
Education
Tarleton State University 2009 — 2011
BBA, Finance/Accounting
Weatherford College
Associate of Arts (A.A.)
Bank of America December 2010 - Present
UBS June 2009 - December 2010
Huguley Hospital October 2008 - December 2010
Weatherford National Bank August 2007 - June 2008
Skills
Cash Management, Accounts Payable, Credit, Banking, Financial Analysis, Credit Analysis, Operational Risk..., Credit Risk, Loans, QuickBooks, AML, Commercial Banking, Microsoft Excel, Financial Risk, Budgets
Education
Tarleton State University 2009 — 2011
BBA, Finance/Accounting
Weatherford College
Associate of Arts (A.A.)
Rachel Martin Rachel Martin's UBS Experience September 2010 - December 2010
Job National Accounts Coordinator at Performance Food Group
Industry Logistics and Supply Chain
Experience
Performance Food Group September 2013 - Present
Graves Fitness Center February 2013 - September 2013
Clint Pharmaceuticals June 2011 - April 2013
UBS September 2010 - December 2010
Smoothie King August 2009 - January 2010
The Buckle February 2008 - August 2008
Best Buy January 2006 - January 2007
Skills
Adcanced Microsoft Excel, Scheduling, Sales and Cost Analyst, Sales Analysis, Organizational..., Exceptional Customer..., Pharmaceutical Sales, Organizational..., Strategic Analysis, Strategic Planning, Team Leadership, Business Strategy, Telephone Skills, Customer Experience, Business Management, Microsoft Office, Sports Nutrition, Medical Terminology, Customer Service, Analysis, Management, Process Scheduler, Leadership, Operational Excellence
Education
Tennessee Technological University 2007 — 2011
Bachelor, Finance
Friendship Christian School 2003 — 2007
High School Diploma
Performance Food Group September 2013 - Present
Graves Fitness Center February 2013 - September 2013
Clint Pharmaceuticals June 2011 - April 2013
UBS September 2010 - December 2010
Smoothie King August 2009 - January 2010
The Buckle February 2008 - August 2008
Best Buy January 2006 - January 2007
Skills
Adcanced Microsoft Excel, Scheduling, Sales and Cost Analyst, Sales Analysis, Organizational..., Exceptional Customer..., Pharmaceutical Sales, Organizational..., Strategic Analysis, Strategic Planning, Team Leadership, Business Strategy, Telephone Skills, Customer Experience, Business Management, Microsoft Office, Sports Nutrition, Medical Terminology, Customer Service, Analysis, Management, Process Scheduler, Leadership, Operational Excellence
Education
Tennessee Technological University 2007 — 2011
Bachelor, Finance
Friendship Christian School 2003 — 2007
High School Diploma
Kenya Payne Kenya Payne's UBS Experience July 2015 - Present
Job Tax Reporting Specialist W8 at UBS
Industry Public Relations and Communications
Experience
UBS July 2015 - Present
Tennessee Sports Hall of Fame March 2014 - June 2015
Tennessee State University August 2013 - May 2015
duGard Ellis Public Relations May 2014 - January 2015
WTST, The Blaze August 2012 - May 2013
Clear Channel Radio August 2012 - December 2012
Forever 21 November 2010 - December 2012
BET College Tour October 2012 - October 2012
CBS Radio May 2012 - August 2012
Skills
Communication, Public Relations, Creative Writing, Social Promotion, Social Media, Phone Etiquette, Microsoft Word, Press Releases, Event Planning, PowerPoint, Customer Service, Editing, Time Management, Sales, Social Networking, Blogging, Organization, Facebook, Marketing Communications, Event Management, Marketing, Team Building, Public Speaking, Microsoft Office, Research, Microsoft Excel, Leadership, Copywriting, Writing, Radio
Education
Argosy University 2015 — 2018
Doctorate in Business Administration, Marketing
Tennessee State University 2013 — 2015
Master's of Arts in Education, Sports Administration, 3.9
Tennessee State University 2009 — 2013
Bachelor's degree, Communication, Integrated Marketing Communication, 3.84
UBS July 2015 - Present
Tennessee Sports Hall of Fame March 2014 - June 2015
Tennessee State University August 2013 - May 2015
duGard Ellis Public Relations May 2014 - January 2015
WTST, The Blaze August 2012 - May 2013
Clear Channel Radio August 2012 - December 2012
Forever 21 November 2010 - December 2012
BET College Tour October 2012 - October 2012
CBS Radio May 2012 - August 2012
Skills
Communication, Public Relations, Creative Writing, Social Promotion, Social Media, Phone Etiquette, Microsoft Word, Press Releases, Event Planning, PowerPoint, Customer Service, Editing, Time Management, Sales, Social Networking, Blogging, Organization, Facebook, Marketing Communications, Event Management, Marketing, Team Building, Public Speaking, Microsoft Office, Research, Microsoft Excel, Leadership, Copywriting, Writing, Radio
Education
Argosy University 2015 — 2018
Doctorate in Business Administration, Marketing
Tennessee State University 2013 — 2015
Master's of Arts in Education, Sports Administration, 3.9
Tennessee State University 2009 — 2013
Bachelor's degree, Communication, Integrated Marketing Communication, 3.84
Solomon Childs AIF Solomon Childs AIF's UBS Experience 2000 - 2001
Job Financial Advisor, Owner and CEO at GCSS Advisors A Childs Financial Group Company
Industry Financial Services
Experience
GCSS Advisors 2003 - Present
Merrill Lynch 2001 - 2003
UBS 2000 - 2001
Innovative Artists 1999 - 2000
Skills
Insurance, Investment Advisory, Asset Management, Securities, Retirement Planning, Retirement Plans, Retirement Income..., Alternative Investments, Long Term Care, College Savings Plans, Asset Managment, Investments
Education
University of San Diego School of Law 1998 — 1999
law
University of Pittsburgh 1992 — 1996
bachelor of arts, Journalism and Political Science
Tel Aviv University 1994 — 1994
Overseas Student Program
Allderdice 1988 — 1992
GCSS Advisors 2003 - Present
Merrill Lynch 2001 - 2003
UBS 2000 - 2001
Innovative Artists 1999 - 2000
Skills
Insurance, Investment Advisory, Asset Management, Securities, Retirement Planning, Retirement Plans, Retirement Income..., Alternative Investments, Long Term Care, College Savings Plans, Asset Managment, Investments
Education
University of San Diego School of Law 1998 — 1999
law
University of Pittsburgh 1992 — 1996
bachelor of arts, Journalism and Political Science
Tel Aviv University 1994 — 1994
Overseas Student Program
Allderdice 1988 — 1992
Kathie Kostic Kathie Kostic's UBS Experience September 2014 - Present
Job Associate Director at UBS
Industry Information Technology and Services
Experience
UBS September 2014 - Present
MLB Advanced Media, L.P. November 2013 - September 2014
UBS May 2007 - November 2013
J. Walter Thompson 1983 - 1988
Marsteller 1979 - 1983
Skills
ITIL, IT Management, Process Improvement, Outsourcing, IT Strategy, Risk Management, Team Building, Change Management, Project Delivery, Vendor Management, Program Management, PMO, Strategy, Integration, Project Portfolio..., Project Management, Enterprise Architecture
Education
Syracuse University
BA/BS, Art History/Communications
UBS September 2014 - Present
MLB Advanced Media, L.P. November 2013 - September 2014
UBS May 2007 - November 2013
J. Walter Thompson 1983 - 1988
Marsteller 1979 - 1983
Skills
ITIL, IT Management, Process Improvement, Outsourcing, IT Strategy, Risk Management, Team Building, Change Management, Project Delivery, Vendor Management, Program Management, PMO, Strategy, Integration, Project Portfolio..., Project Management, Enterprise Architecture
Education
Syracuse University
BA/BS, Art History/Communications
Alex Perlberg Alex Perlberg's UBS Experience April 2013 - Present
Job Wealth Manager, CMFC®, at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS April 2013 - Present
Morgan Stanley February 2009 - April 2013
Education
Syracuse University 2003 — 2007
B.S.
Columbia High School
UBS April 2013 - Present
Morgan Stanley February 2009 - April 2013
Education
Syracuse University 2003 — 2007
B.S.
Columbia High School
Glen Burke Glen Burke's UBS Experience February 2014 - May 2014
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Intelligent Design, LLC October 2011 - Present
UBS February 2014 - May 2014
Starbucks May 2013 - February 2014
Renasant Bank September 2012 - January 2013
Stansell Electric Company, Inc. December 2006 - July 2011
Comcast July 2006 - November 2006
Hollywood Entertainment May 2003 - July 2006
TAC Americas February 1997 - May 2003
Skills
Time Management, Customer Service, Budgets, Contract Management, Team Building, Project Management, Construction Management, Purchasing, Strategic Planning, Microsoft Office, CCTV, Process Scheduler, Project Planning, Microsoft Excel, Training, Contractors, Troubleshooting, Operations Management, Contract Negotiation
Education
Tennessee State University 2011 — 2013
Bachelor's degree, Finance, General
Nashville State Community College 2009 — 2011
AS, Business Systems
Fidelity Investments July 2014 - Present
Intelligent Design, LLC October 2011 - Present
UBS February 2014 - May 2014
Starbucks May 2013 - February 2014
Renasant Bank September 2012 - January 2013
Stansell Electric Company, Inc. December 2006 - July 2011
Comcast July 2006 - November 2006
Hollywood Entertainment May 2003 - July 2006
TAC Americas February 1997 - May 2003
Skills
Time Management, Customer Service, Budgets, Contract Management, Team Building, Project Management, Construction Management, Purchasing, Strategic Planning, Microsoft Office, CCTV, Process Scheduler, Project Planning, Microsoft Excel, Training, Contractors, Troubleshooting, Operations Management, Contract Negotiation
Education
Tennessee State University 2011 — 2013
Bachelor's degree, Finance, General
Nashville State Community College 2009 — 2011
AS, Business Systems
Deborah Wheeler Deborah Wheeler's UBS Experience January 2008 - Present
Job Regional Administrative Officer at UBS Financial Services Inc
Industry Financial Services
Experience
UBS January 2008 - Present
UBS June 2007 - January 2008
UBS September 2003 - June 2007
Education
Tennessee Technological University
Bachelor of Science (BS), Elementary Education and Teaching
UBS January 2008 - Present
UBS June 2007 - January 2008
UBS September 2003 - June 2007
Education
Tennessee Technological University
Bachelor of Science (BS), Elementary Education and Teaching
Henry J. Wildhack Henry J. Wildhack's UBS Experience 1988 - 1992
Job President Armory Capital Management
Industry Sports
Experience
Armory Capital Management March 2012 - Present
Syracuse University 2006 - 2011
Dermody, Burke & Brown Financial Services, LLC 2001 - 2006
HJ Wildhack & Company 1992 - 2001
UBS 1988 - 1992
Merrill Lynch 1978 - 1988
Education
Syracuse University
BS, Management
Armory Capital Management March 2012 - Present
Syracuse University 2006 - 2011
Dermody, Burke & Brown Financial Services, LLC 2001 - 2006
HJ Wildhack & Company 1992 - 2001
UBS 1988 - 1992
Merrill Lynch 1978 - 1988
Education
Syracuse University
BS, Management
Kaci Arbani Kaci Arbani's UBS Experience 2010 - July 2015
Job Compliance Manager
Industry Financial Services
Experience
Standard Chartered Bank 2015 - Present
UBS 2010 - July 2015
Joseph M. Ghabour, Attorney At Law, LLC 2007 - 2009
Hotel du Village, Inc. 2004 - 2007
Skills
Securities
Education
Temple University - Fox School of Business and Management 2003 — 2007
MBA, Marketing
Temple University - James E. Beasley School of Law 2003 — 2007
JD, Law
Tulane University - A.B. Freeman School of Business 1999 — 2003
BSM, Legal Studies in Business
Standard Chartered Bank 2015 - Present
UBS 2010 - July 2015
Joseph M. Ghabour, Attorney At Law, LLC 2007 - 2009
Hotel du Village, Inc. 2004 - 2007
Skills
Securities
Education
Temple University - Fox School of Business and Management 2003 — 2007
MBA, Marketing
Temple University - James E. Beasley School of Law 2003 — 2007
JD, Law
Tulane University - A.B. Freeman School of Business 1999 — 2003
BSM, Legal Studies in Business
Brett DiDonato Brett DiDonato's UBS Experience July 2005 - August 2008
Job Software Architect & Web/App Developer
Industry Computer Software
Experience
QuickFrame February 2015 - Present
Clean Plates March 2015 - Present
Privileged Communications February 2014 - Present
Brett DiDonato Consulting April 2013 - February 2015
Online Broker Review November 2008 - February 2014
Giftivo October 2012 - August 2013
Murex August 2008 - January 2013
UBS July 2005 - August 2008
Sensis Corporation September 2004 - December 2005
CIGNA June 2004 - August 2004
Skills
Python, Django, iOS development, PostgreSQL, JavaScript, jQuery, HTML 5, CSS, Amazon Web Services..., Linux, MySQL, MongoDB, Software Project..., PHP, Objective-C, Sybase, Facebook API, Twitter API, Oracle SQL, Oracle 9i, Oracle, APIs, Unix, Murex, Wordpress, Ruby on Rails, SEO, Wikipedia, iOS, HTML5
Education
Syracuse University 2001 — 2005
BS, Computer Science
QuickFrame February 2015 - Present
Clean Plates March 2015 - Present
Privileged Communications February 2014 - Present
Brett DiDonato Consulting April 2013 - February 2015
Online Broker Review November 2008 - February 2014
Giftivo October 2012 - August 2013
Murex August 2008 - January 2013
UBS July 2005 - August 2008
Sensis Corporation September 2004 - December 2005
CIGNA June 2004 - August 2004
Skills
Python, Django, iOS development, PostgreSQL, JavaScript, jQuery, HTML 5, CSS, Amazon Web Services..., Linux, MySQL, MongoDB, Software Project..., PHP, Objective-C, Sybase, Facebook API, Twitter API, Oracle SQL, Oracle 9i, Oracle, APIs, Unix, Murex, Wordpress, Ruby on Rails, SEO, Wikipedia, iOS, HTML5
Education
Syracuse University 2001 — 2005
BS, Computer Science
Brett Kaplan Brett Kaplan's UBS Experience May 2012 - August 2012
Job Investment Banking Analyst at Raymond James Financial, Inc.
Industry Investment Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
Citi June 2014 - August 2014
BT Trading Group LLC June 2013 - January 2014
UBS May 2012 - August 2012
Skills
Strategy, Finance, Equities, Public Speaking, Analysis, Research, Time Management, Recruiting, Networking, Investments, Trading, Fixed Income, Bloomberg Terminal, Financial Analysis, Entrepreneurship
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Finance and Accounting
Syosset High School 2007 — 2011
Raymond James Financial, Inc. June 2015 - Present
Citi June 2014 - August 2014
BT Trading Group LLC June 2013 - January 2014
UBS May 2012 - August 2012
Skills
Strategy, Finance, Equities, Public Speaking, Analysis, Research, Time Management, Recruiting, Networking, Investments, Trading, Fixed Income, Bloomberg Terminal, Financial Analysis, Entrepreneurship
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Finance and Accounting
Syosset High School 2007 — 2011
Antwaun James Antwaun James's UBS Experience 2014 - Present
Job Technical Support Analyst
Industry Information Technology and Services
Experience
UBS 2014 - Present
Metropolitan Development and Housing Agency 2008 - 2012
Skills
Troubleshooting, Outlook, Customer Service, Microsoft Office
Education
Tennessee State University 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
UBS 2014 - Present
Metropolitan Development and Housing Agency 2008 - 2012
Skills
Troubleshooting, Outlook, Customer Service, Microsoft Office
Education
Tennessee State University 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Ashlynn Fincher's UBS Experience August 2015 - Present
Job Margin Clerk at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
AshlynnIsabella Photography 2012 - Present
UBS July 2014 - July 2015
Sonic Drive-In July 2013 - May 2014
Tennessee Tech University August 2011 - May 2014
Scotty's Computers June 2012 - August 2012
Skills
Rule 144, Restricted Stock, Time Management, Microsoft Word, Management, Microsoft Excel, QuickBooks, Filing, Customer Service
Education
Tennessee Technological University 2011 — 2014
Bachelor of Science in Business Administration, Finance, General
UBS August 2015 - Present
AshlynnIsabella Photography 2012 - Present
UBS July 2014 - July 2015
Sonic Drive-In July 2013 - May 2014
Tennessee Tech University August 2011 - May 2014
Scotty's Computers June 2012 - August 2012
Skills
Rule 144, Restricted Stock, Time Management, Microsoft Word, Management, Microsoft Excel, QuickBooks, Filing, Customer Service
Education
Tennessee Technological University 2011 — 2014
Bachelor of Science in Business Administration, Finance, General
Deivid Villegas's UBS Experience July 2013 - Present
Job Financial Analyst
Industry Financial Services
Experience
UBS July 2013 - Present
BNY Mellon March 2013 - June 2013
Nomura Securities May 2012 - January 2013
Fidelity Investments July 2010 - August 2011
Skills
Hyperion Enterprise, Bloomberg, General Ledger, Financial Reporting, Finance
Education
Syracuse University
Bachelor of Science, Finance, Accounting, Spanish
UBS July 2013 - Present
BNY Mellon March 2013 - June 2013
Nomura Securities May 2012 - January 2013
Fidelity Investments July 2010 - August 2011
Skills
Hyperion Enterprise, Bloomberg, General Ledger, Financial Reporting, Finance
Education
Syracuse University
Bachelor of Science, Finance, Accounting, Spanish
Victoria Trudeau's UBS Experience September 2012 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS September 2012 - Present
Education
University of Chicago 2011 — 2012
MA Humanities
Sweet Briar College 2007 — 2011
Bachelor of Arts (BA)
Université Paris Sorbonne (Paris IV) 2009 — 2010
UBS September 2012 - Present
Education
University of Chicago 2011 — 2012
MA Humanities
Sweet Briar College 2007 — 2011
Bachelor of Arts (BA)
Université Paris Sorbonne (Paris IV) 2009 — 2010
Neil MacLean's UBS Experience March 2011 - March 2013
Job IT Director at Manulife Financial
Industry Financial Services
Experience
Manulife Financial April 2014 - Present
Manulife Financial July 2013 - April 2014
UBS March 2011 - March 2013
Fidelity International 2002 - March 2011
Fidelity International September 2002 - February 2011
Foster Wheeler Energy Limited September 1997 - August 2000
Skills
Project Management, Strategy, Outsourcing, Change Management, PMP, Project Delivery, Management, Program Management, Order Management, Trading Systems, Bloomberg Software, Asset Management, Investment Management, Wealth Management, Project Planning, Integration, Business Analysis, Project Portfolio..., Risk Management, SDLC, Vendor Management, Leadership, IT Strategy, Requirements Analysis
Education
University of Strathclyde 2000 — 2001
MSc (Distinction), Business Information Technology Systems
University of Strathclyde 1993 — 1997
2:1 BEng(Hons), Civil Engineering with European Studies
Technische Universität Darmstadt 1996 — 1996
BEng, Bauingenieurwesen
Manulife Financial April 2014 - Present
Manulife Financial July 2013 - April 2014
UBS March 2011 - March 2013
Fidelity International 2002 - March 2011
Fidelity International September 2002 - February 2011
Foster Wheeler Energy Limited September 1997 - August 2000
Skills
Project Management, Strategy, Outsourcing, Change Management, PMP, Project Delivery, Management, Program Management, Order Management, Trading Systems, Bloomberg Software, Asset Management, Investment Management, Wealth Management, Project Planning, Integration, Business Analysis, Project Portfolio..., Risk Management, SDLC, Vendor Management, Leadership, IT Strategy, Requirements Analysis
Education
University of Strathclyde 2000 — 2001
MSc (Distinction), Business Information Technology Systems
University of Strathclyde 1993 — 1997
2:1 BEng(Hons), Civil Engineering with European Studies
Technische Universität Darmstadt 1996 — 1996
BEng, Bauingenieurwesen
danna kinsky danna kinsky's UBS Experience 2011 - 2013
Job owner at www.dannakinsky.com
Industry Entertainment
Experience
dannakinsky.com 2000 - Present
www.dannakinsky.com January 1995 - Present
www.dannakinsky.com 1995 - Present
ASC masterclass 2015 - 2015
ASC masterclass 2015 - 2015
ASC masterclass 2015 - 2015
ASC masterclass 2015 - 2015
UBS 2011 - 2013
The Vitec Group 2011 - 2013
PRG 2012 - 2012
Skills
Film, Documentary, Cinematography, Commercials, Music Videos, Photography, Video, Digital Photography, Photoshop, Television, Camera, Lighting, Videography, Shooting, Art, Documentaries, Digital Video, Video Production, HD Video, Producing, Film Production, Short Films, Editing, Entertainment, Post Production, Feature Films, Reality, Camera Operating, Broadcast, Media Production, Narrative, Independent Film, Final Cut Studio, Screenwriting, Directing, Final Cut Pro, Film Editing, Pre-production, Video Editing, 35mm, Web Video, Avid Media Composer, Avid, REDCINE-X, Camera Operation, Reality TV
Education
still photography Kamera Obscura
still photography Kamera Obscura
Tel Aviv University 1996 — 1999
BFA, Film and Television
CGI
CGI
Coarses NAB Los Angeles
Type School
B.F.A School, Film and Television
dannakinsky.com 2000 - Present
www.dannakinsky.com January 1995 - Present
www.dannakinsky.com 1995 - Present
ASC masterclass 2015 - 2015
ASC masterclass 2015 - 2015
ASC masterclass 2015 - 2015
ASC masterclass 2015 - 2015
UBS 2011 - 2013
The Vitec Group 2011 - 2013
PRG 2012 - 2012
Skills
Film, Documentary, Cinematography, Commercials, Music Videos, Photography, Video, Digital Photography, Photoshop, Television, Camera, Lighting, Videography, Shooting, Art, Documentaries, Digital Video, Video Production, HD Video, Producing, Film Production, Short Films, Editing, Entertainment, Post Production, Feature Films, Reality, Camera Operating, Broadcast, Media Production, Narrative, Independent Film, Final Cut Studio, Screenwriting, Directing, Final Cut Pro, Film Editing, Pre-production, Video Editing, 35mm, Web Video, Avid Media Composer, Avid, REDCINE-X, Camera Operation, Reality TV
Education
still photography Kamera Obscura
still photography Kamera Obscura
Tel Aviv University 1996 — 1999
BFA, Film and Television
CGI
CGI
Coarses NAB Los Angeles
Type School
B.F.A School, Film and Television
Jordan Gregory Jordan Gregory's UBS Experience January 2013 - May 2014
Job Strategic Account Manager at Randstad Technologies US
Industry Information Technology and Services
Experience
Randstad Technologies US December 2014 - Present
Randstad Technologies US May 2014 - December 2014
UBS January 2013 - May 2014
Skills
Marketing, Technical Recruiting, Account Management, Sales, Recruiting, Sourcing, Public Relations, Public Speaking, Facebook, Social Media, Customer Service, Advertising, Event Planning, Social Networking, Social Media Marketing, Fashion, PeopleSoft, Sales Management, Training, Networking, Management, Leadership
Education
Tennessee Technological University 2008 — 2012
Bachelor of Science, Business Administration; Marketing
Randstad Technologies US December 2014 - Present
Randstad Technologies US May 2014 - December 2014
UBS January 2013 - May 2014
Skills
Marketing, Technical Recruiting, Account Management, Sales, Recruiting, Sourcing, Public Relations, Public Speaking, Facebook, Social Media, Customer Service, Advertising, Event Planning, Social Networking, Social Media Marketing, Fashion, PeopleSoft, Sales Management, Training, Networking, Management, Leadership
Education
Tennessee Technological University 2008 — 2012
Bachelor of Science, Business Administration; Marketing
Matt Lyles Matt Lyles's UBS Experience January 2015 - Present
Job Electrical and Computer Engineer
Industry Information Technology and Services
Experience
UBS January 2015 - Present
Hcl Technologies America Inc December 2014 - August 2015
Cigna healthspring August 2014 - October 2014
ACTIVE Network August 2012 - September 2013
PSI Probation 2011 - 2011
Skills
SQL, Java, Software Development, C++, HTML, JavaScript, C, Microsoft SQL Server, Linux, XML, Assembly Language, VBScript, unix, Matlab, Fortran, MySQL, SQL Server Management..., Microsoft Word, Microsoft Excel, AutoCAD, SFTP, PHP
Education
Tennessee Technological University 2006 — 2012
Bachelor of Engineering (B.E.), Electrical and Computer Engineering
UBS January 2015 - Present
Hcl Technologies America Inc December 2014 - August 2015
Cigna healthspring August 2014 - October 2014
ACTIVE Network August 2012 - September 2013
PSI Probation 2011 - 2011
Skills
SQL, Java, Software Development, C++, HTML, JavaScript, C, Microsoft SQL Server, Linux, XML, Assembly Language, VBScript, unix, Matlab, Fortran, MySQL, SQL Server Management..., Microsoft Word, Microsoft Excel, AutoCAD, SFTP, PHP
Education
Tennessee Technological University 2006 — 2012
Bachelor of Engineering (B.E.), Electrical and Computer Engineering
Robert Kost Robert Kost's UBS Experience September 2013 - May 2014
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
The William C. Dunkelberg Owl Fund December 2012 - May 2015
TD May 2014 - August 2014
UBS September 2013 - May 2014
Merrill Lynch September 2010 - April 2011
Skills
Leadership, Finance, Financial Analysis, Spanish, Teaching, Microsoft Excel, Capital IQ, Analytical Problem..., Bloomberg Equity..., Bloomberg Terminal, Equity Research, Valuation, PowerPoint, Access, Teamwork, Financial Modeling
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor of Business Administration (BBA), Double Major: Finance & Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Business Analysis & Valuation, Economics of European Integration
Temple University Rome 2012 — 2012
Art History, Business Communications
J.P. Morgan July 2015 - Present
The William C. Dunkelberg Owl Fund December 2012 - May 2015
TD May 2014 - August 2014
UBS September 2013 - May 2014
Merrill Lynch September 2010 - April 2011
Skills
Leadership, Finance, Financial Analysis, Spanish, Teaching, Microsoft Excel, Capital IQ, Analytical Problem..., Bloomberg Equity..., Bloomberg Terminal, Equity Research, Valuation, PowerPoint, Access, Teamwork, Financial Modeling
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor of Business Administration (BBA), Double Major: Finance & Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Business Analysis & Valuation, Economics of European Integration
Temple University Rome 2012 — 2012
Art History, Business Communications
Greg Chapin Greg Chapin's UBS Experience March 2011 - Present
Job Wealth Management Associate at UBS Financial Services
Industry Financial Services
Experience
UBS March 2011 - Present
JPMorgan Chase & Co. August 2010 - February 2011
Skills
Series 7, Equities, Series 66
Education
Syracuse University 2005 — 2009
BS, Finance and Entrepreneurship
UBS March 2011 - Present
JPMorgan Chase & Co. August 2010 - February 2011
Skills
Series 7, Equities, Series 66
Education
Syracuse University 2005 — 2009
BS, Finance and Entrepreneurship
Tess Segal's UBS Experience June 2014 - Present
Job Administration and Management at UBS
Industry Financial Services
Experience
UBS June 2014 - Present
Syracuse University January 2013 - May 2014
Echo Global Logistics June 2013 - August 2013
InnerWorkings May 2012 - August 2012
Rapid Displays May 2011 - January 2012
Skills
Microsoft Office, Minitab, Customer Service, Communication Skills, Microsoft Word, Access, PowerPoint, Marketing, Google Docs, French, Social Networking, Data Analysis, Microsoft Excel, Accounting, Finance, Management, Leadership, Teamwork
Education
Syracuse University 2010 — 2014
Bachelor of Science (BS), Finance, Financial Management Services, and Economics, Senior
Syracuse University
Study Abroad Program, Strasbourg, France Study, Spring 2013
UBS June 2014 - Present
Syracuse University January 2013 - May 2014
Echo Global Logistics June 2013 - August 2013
InnerWorkings May 2012 - August 2012
Rapid Displays May 2011 - January 2012
Skills
Microsoft Office, Minitab, Customer Service, Communication Skills, Microsoft Word, Access, PowerPoint, Marketing, Google Docs, French, Social Networking, Data Analysis, Microsoft Excel, Accounting, Finance, Management, Leadership, Teamwork
Education
Syracuse University 2010 — 2014
Bachelor of Science (BS), Finance, Financial Management Services, and Economics, Senior
Syracuse University
Study Abroad Program, Strasbourg, France Study, Spring 2013
Zachary Roach Zachary Roach's UBS Experience June 2014 - Present
Job Payments and Cash Specialist at UBS
Industry Banking
Experience
UBS June 2014 - Present
Tennessee Technological University 2009 - 2013
Self-Employed Landscaping and Home Improvement January 2004 - January 2011
Skills
Finance, Microsoft Excel, Accounting, Microsoft Access, Customer Service, Critical Thinking, Self-starter
Education
Tennessee Technological University 2009 — 2013
Bachelor of Science in Business Administration, Accounting
UBS June 2014 - Present
Tennessee Technological University 2009 - 2013
Self-Employed Landscaping and Home Improvement January 2004 - January 2011
Skills
Finance, Microsoft Excel, Accounting, Microsoft Access, Customer Service, Critical Thinking, Self-starter
Education
Tennessee Technological University 2009 — 2013
Bachelor of Science in Business Administration, Accounting
Jill Yanofsky Jill Yanofsky's UBS Experience 2001 - 2003
Job Certified Inside Sales Professional helping to grow MidSize, Large and Enterprise Business 6172502196
Industry Computer Software
Experience
Intuit June 2014 - Present
HighRock Associates 2005 - Present
Thinking Phone Networks 2013 - 2014
Infochimps (a CSC Company) 2013 - 2013
Constellation Research Group 2012 - 2013
ImprovBoston 2011 - 2013
Endeca (Sold to Oracle) May 2011 - May 2012
By Appointment Only, Inc. August 2009 - January 2011
Morgan Stanley Smith Barney 2003 - 2005
UBS 2001 - 2003
Skills
recruiting, Financial Recruiting, Technical Recruiting, Lead Generation, Business Intelligence, Social Media, B2B, Account Management, Software Sales, Sales Recruitment, Acting, Improvisational Comedy, Improvisation, Singing, Speaking Engagements, Cold Calling, Social Networking, Professional Networking, New Business Development, Recruiting, social networking, Business Networking, Public Speaking, Enterprise Software, Analytics, CRM, Entrepreneurship, Software Industry, Solution Selling, Sales Operations, Leadership, SaaS, Sales, Salesforce.com, Management, Sales Management, Networking, Selling, Marketing, Negotiation, Strategy, Talent Acquisition, Consulting, Training, Strategic Partnerships, Coaching, Demand Generation, Sales Presentations, Executive Management, Professional Services
Education
Syracuse University
B.S.
Needham High School
Intuit June 2014 - Present
HighRock Associates 2005 - Present
Thinking Phone Networks 2013 - 2014
Infochimps (a CSC Company) 2013 - 2013
Constellation Research Group 2012 - 2013
ImprovBoston 2011 - 2013
Endeca (Sold to Oracle) May 2011 - May 2012
By Appointment Only, Inc. August 2009 - January 2011
Morgan Stanley Smith Barney 2003 - 2005
UBS 2001 - 2003
Skills
recruiting, Financial Recruiting, Technical Recruiting, Lead Generation, Business Intelligence, Social Media, B2B, Account Management, Software Sales, Sales Recruitment, Acting, Improvisational Comedy, Improvisation, Singing, Speaking Engagements, Cold Calling, Social Networking, Professional Networking, New Business Development, Recruiting, social networking, Business Networking, Public Speaking, Enterprise Software, Analytics, CRM, Entrepreneurship, Software Industry, Solution Selling, Sales Operations, Leadership, SaaS, Sales, Salesforce.com, Management, Sales Management, Networking, Selling, Marketing, Negotiation, Strategy, Talent Acquisition, Consulting, Training, Strategic Partnerships, Coaching, Demand Generation, Sales Presentations, Executive Management, Professional Services
Education
Syracuse University
B.S.
Needham High School
Peter Kruse Peter Kruse's UBS Experience August 2010 - August 2011
Job Senior Account Manager at TubeMogul
Industry Marketing and Advertising
Experience
TubeMogul, Inc. August 2015 - Present
News Corp, The New York Post July 2014 - August 2015
News Corp, The Wall Street Journal August 2013 - July 2014
News Corp, The Wall Street Journal July 2013 - August 2013
Orrick, Herrington & Sutcliffe LLP May 2012 - June 2013
Dewey & LeBoeuf LLP November 2011 - May 2012
UBS August 2010 - August 2011
Mintz & Hoke Communications Group June 2009 - August 2009
Skills
Social Media, Project Management, Pilot Projects, Pitch Development, Marketing Communications, Social Media Marketing, Marketing, Advertising, PowerPoint, Strategic Planning, Marketing Strategy, Organizational..., Business Development, Competitive Analysis, Sales, SharePoint, Team Building, Online Advertising
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science (B.S.)
St Mary's University College, Twickenham 2010 — 2011
Post Graduate Certificate, International Business
TubeMogul, Inc. August 2015 - Present
News Corp, The New York Post July 2014 - August 2015
News Corp, The Wall Street Journal August 2013 - July 2014
News Corp, The Wall Street Journal July 2013 - August 2013
Orrick, Herrington & Sutcliffe LLP May 2012 - June 2013
Dewey & LeBoeuf LLP November 2011 - May 2012
UBS August 2010 - August 2011
Mintz & Hoke Communications Group June 2009 - August 2009
Skills
Social Media, Project Management, Pilot Projects, Pitch Development, Marketing Communications, Social Media Marketing, Marketing, Advertising, PowerPoint, Strategic Planning, Marketing Strategy, Organizational..., Business Development, Competitive Analysis, Sales, SharePoint, Team Building, Online Advertising
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science (B.S.)
St Mary's University College, Twickenham 2010 — 2011
Post Graduate Certificate, International Business
Gregory Fratianni Gregory Fratianni's UBS Experience October 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
UBS October 2013 - Present
New York Life Insurance Company 2004 - 2012
Education
Syracuse University
Bachelor of Arts (B.A.), Economics
UBS October 2013 - Present
New York Life Insurance Company 2004 - 2012
Education
Syracuse University
Bachelor of Arts (B.A.), Economics
Aimee McRae's UBS Experience September 2006 - February 2012
Job Registered Wealth Management
Industry Investment Banking
Experience
UBS September 2006 - February 2012
UBS Wealth Management September 2006 - February 2012
Education
Syracuse University 1996 — 2000
Hackettstown High School 1990 — 1994
UBS September 2006 - February 2012
UBS Wealth Management September 2006 - February 2012
Education
Syracuse University 1996 — 2000
Hackettstown High School 1990 — 1994
Rebecca Zakheim Rebecca Zakheim's UBS Experience October 2007 - September 2008
Job Human Resources Generalist at DAP, We're Hiring!
Industry Human Resources
Experience
Camden HR Partners September 2015 - Present
DAP November 2013 - Present
BlackRock May 2011 - July 2013
AES September 2008 - April 2011
UBS October 2007 - September 2008
Unisys August 2006 - September 2007
Skills
Employee Relations, Talent Development, Performance Management, Compensation, Job Evaluation, Mobility Management, LMS, Full-cycle Recruiting, Generalist, HRIS, Change Management, Management Development, eLearning Programs, Organizational..., Training & Development, McLagan Job Matching, Learning & Development, Talent Management, Deferred Compensation, Personnel Management, Succession Planning, Onboarding
Education
University of Maryland Baltimore 2004 — 2006
Masters, Social Work
Syracuse University 2000 — 2004
Bachelors of Arts, Psychology
Camden HR Partners September 2015 - Present
DAP November 2013 - Present
BlackRock May 2011 - July 2013
AES September 2008 - April 2011
UBS October 2007 - September 2008
Unisys August 2006 - September 2007
Skills
Employee Relations, Talent Development, Performance Management, Compensation, Job Evaluation, Mobility Management, LMS, Full-cycle Recruiting, Generalist, HRIS, Change Management, Management Development, eLearning Programs, Organizational..., Training & Development, McLagan Job Matching, Learning & Development, Talent Management, Deferred Compensation, Personnel Management, Succession Planning, Onboarding
Education
University of Maryland Baltimore 2004 — 2006
Masters, Social Work
Syracuse University 2000 — 2004
Bachelors of Arts, Psychology
Glenn Kenes's UBS Experience August 2004 - August 2007
Job Managing Director at Barber Kenes Retirement Solutions Group of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Barber Kenes Retirement Solutions Group of Ameriprise Financial Services, Inc. July 2015 - Present
Barber-Kenes Capital Management Group of Wells Fargo Advisors, LLC 1994 - July 2015
UBS August 2004 - August 2007
Visionary Graphic Technology, Inc. 1987 - 1993
Skills
Investments, Investment Strategies, Insurance, Retirement Planning, Financial Services, 401k, Securities, Fixed Annuities, Finance, Retirement, Mutual Funds, Asset Allocation, Defined Benefit, Employee Benefits, Pensions, Stocks, Bonds, Leadership, ERISA, Municipal Bonds, Corporate Cash..., IRAs, Cash Management, Management, Financial Advisory, Risk Management, Alternative Investments, Small Business, Home Owner Associaion..., Estate Investment...
Education
Syracuse University
BS
Barber Kenes Retirement Solutions Group of Ameriprise Financial Services, Inc. July 2015 - Present
Barber-Kenes Capital Management Group of Wells Fargo Advisors, LLC 1994 - July 2015
UBS August 2004 - August 2007
Visionary Graphic Technology, Inc. 1987 - 1993
Skills
Investments, Investment Strategies, Insurance, Retirement Planning, Financial Services, 401k, Securities, Fixed Annuities, Finance, Retirement, Mutual Funds, Asset Allocation, Defined Benefit, Employee Benefits, Pensions, Stocks, Bonds, Leadership, ERISA, Municipal Bonds, Corporate Cash..., IRAs, Cash Management, Management, Financial Advisory, Risk Management, Alternative Investments, Small Business, Home Owner Associaion..., Estate Investment...
Education
Syracuse University
BS
Wendell Phillip Patton, Jr., CSM, CSPO's UBS Experience May 2015 - Present
Job Scrum Master at UBS
Industry Information Technology and Services
Experience
UBS May 2015 - Present
Asurion February 2013 - February 2015
Asurion January 2012 - February 2013
Willis February 2006 - January 2012
First Consulting Group October 2004 - February 2006
Dell November 2003 - May 2004
Skills
Agile & Waterfall..., Scrum, Business Analysis, Agile Project Management, Agile Methodologies, Project Management, Process Improvement, Requirements Analysis, Technical Writing, MS Project, System Administration, Visio, Analysis, Testing, SQL, Microsoft Office, Program Management, Technical Support, Windows 7, Microsoft SQL Server, Data Analysis, XP, PowerPoint, Windows XP, Microsoft Excel, Excel, Active Directory, Troubleshooting, Word, SQL Server, Outlook, Access, Vision
Education
Tennessee State University 1998 — 2003
Bachelor of Business Administration (BBA), Computer and Information Systems Security/Information Assurance
UBS May 2015 - Present
Asurion February 2013 - February 2015
Asurion January 2012 - February 2013
Willis February 2006 - January 2012
First Consulting Group October 2004 - February 2006
Dell November 2003 - May 2004
Skills
Agile & Waterfall..., Scrum, Business Analysis, Agile Project Management, Agile Methodologies, Project Management, Process Improvement, Requirements Analysis, Technical Writing, MS Project, System Administration, Visio, Analysis, Testing, SQL, Microsoft Office, Program Management, Technical Support, Windows 7, Microsoft SQL Server, Data Analysis, XP, PowerPoint, Windows XP, Microsoft Excel, Excel, Active Directory, Troubleshooting, Word, SQL Server, Outlook, Access, Vision
Education
Tennessee State University 1998 — 2003
Bachelor of Business Administration (BBA), Computer and Information Systems Security/Information Assurance
Christina Fallon Christina Fallon's UBS Experience 1999 - 2002
Job Special Education Teacher
Industry Education Management
Experience
Mary McDowell Friends School 2003 - 2008
UBS 1999 - 2002
PaineWebber 1998 - 1999
PaineWebber 1997 - 1998
Skills
Orton-Gillingham, Reading Comprehension, Curriculum Design, Learning Disabilities, Social Emotional...
Education
Teachers College of Columbia University 2002 — 2004
Master's Degree, Education/Teaching of Individuals with Specific Learning Disabilities
University of Scranton 1992 — 1996
Bachelor's Degree, Communication, General
St. Saviour H.S. 1988 — 1992
High School
Mary McDowell Friends School 2003 - 2008
UBS 1999 - 2002
PaineWebber 1998 - 1999
PaineWebber 1997 - 1998
Skills
Orton-Gillingham, Reading Comprehension, Curriculum Design, Learning Disabilities, Social Emotional...
Education
Teachers College of Columbia University 2002 — 2004
Master's Degree, Education/Teaching of Individuals with Specific Learning Disabilities
University of Scranton 1992 — 1996
Bachelor's Degree, Communication, General
St. Saviour H.S. 1988 — 1992
High School
Preston Poon's UBS Experience June 2008 - August 2008
Job Associate at Charles River Associates
Industry Management Consulting
Experience
Charles River Associates July 2014 - Present
Swarthmore College August 2012 - May 2014
HSBC May 2013 - August 2013
China Telecom Global July 2012 - August 2012
Rosetta January 2012 - January 2012
Kela Tennis Academy May 2011 - August 2011
UBS June 2008 - August 2008
Skills
Research, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Editing, Data Analysis, Microsoft Word, Social Media, Spanish, Community Outreach, English, Statistics, Python, Marketing, Economics, Stata, Strategic Planning, Market Research, Analysis, Qualitative Research, Chinese
Education
Swarthmore College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Chinese, 3.84
Scarsdale High School 2006 — 2010
Charles River Associates July 2014 - Present
Swarthmore College August 2012 - May 2014
HSBC May 2013 - August 2013
China Telecom Global July 2012 - August 2012
Rosetta January 2012 - January 2012
Kela Tennis Academy May 2011 - August 2011
UBS June 2008 - August 2008
Skills
Research, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Editing, Data Analysis, Microsoft Word, Social Media, Spanish, Community Outreach, English, Statistics, Python, Marketing, Economics, Stata, Strategic Planning, Market Research, Analysis, Qualitative Research, Chinese
Education
Swarthmore College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Chinese, 3.84
Scarsdale High School 2006 — 2010
Cheryl Grassmann Cheryl Grassmann's UBS Experience March 2012 - Present
Job Associate Director at UBS
Industry Legal Services
Experience
UBS March 2012 - Present
Morgan Stanley November 2008 - May 2011
Barclays Capital November 1995 - December 2008
Citi June 1990 - September 1995
Syracuse University June 1979 - August 1989
Skills
Capital Markets, Credit, Mergers, Securities, Corporate Governance, Corporate Finance, Private Equity, AML, Derivatives, Asset Managment, Internal Audit, Insurance, Financial Services, Investment Banking, Credit Risk, Financial Risk, Financial Structuring, Risk Management, Banking, Corporate Law, Finance, Valuation, Hedge Funds, Structured Finance, Fixed Income, Financial Modeling, Emerging Markets, Financial Markets, Trading, Due Diligence, Equities, Securities Regulation
Education
Syracuse University
BA, International Relations
UBS March 2012 - Present
Morgan Stanley November 2008 - May 2011
Barclays Capital November 1995 - December 2008
Citi June 1990 - September 1995
Syracuse University June 1979 - August 1989
Skills
Capital Markets, Credit, Mergers, Securities, Corporate Governance, Corporate Finance, Private Equity, AML, Derivatives, Asset Managment, Internal Audit, Insurance, Financial Services, Investment Banking, Credit Risk, Financial Risk, Financial Structuring, Risk Management, Banking, Corporate Law, Finance, Valuation, Hedge Funds, Structured Finance, Fixed Income, Financial Modeling, Emerging Markets, Financial Markets, Trading, Due Diligence, Equities, Securities Regulation
Education
Syracuse University
BA, International Relations
Brendan Thomas Brendan Thomas's UBS Experience August 2012 - December 2012
Job Global Investment Management Strategy & Execution at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan June 2013 - August 2013
UBS August 2012 - December 2012
UBS June 2012 - August 2012
Syracuse University August 2011 - May 2012
Syracuse University January 2011 - May 2012
Planning Sense Inc January 2011 - May 2012
Syracuse University February 2010 - May 2012
Say Yes to Education August 2010 - May 2011
Skills
PowerPoint, German, Microsoft Office, Access, Consult Works, Leadership, Excel, Word, Microsoft Excel, Finance, Investments, Microsoft Word
Education
Martin J. Whitman School of Management 2010 — 2014
Bachelor of Science, Finance and Business Management
Syracuse University 2010 — 2014
Bachelor of Science (BS), Finance and Business Management, Junior
J.P. Morgan January 2014 - Present
J.P. Morgan June 2013 - August 2013
UBS August 2012 - December 2012
UBS June 2012 - August 2012
Syracuse University August 2011 - May 2012
Syracuse University January 2011 - May 2012
Planning Sense Inc January 2011 - May 2012
Syracuse University February 2010 - May 2012
Say Yes to Education August 2010 - May 2011
Skills
PowerPoint, German, Microsoft Office, Access, Consult Works, Leadership, Excel, Word, Microsoft Excel, Finance, Investments, Microsoft Word
Education
Martin J. Whitman School of Management 2010 — 2014
Bachelor of Science, Finance and Business Management
Syracuse University 2010 — 2014
Bachelor of Science (BS), Finance and Business Management, Junior
Lynne Pitman Lynne Pitman's UBS Experience July 2004 - August 2008
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2009 - December 2010
UBS July 2004 - August 2008
Skills
Series 7, Series 66, Retirement Planning, Wealth Management, Asset Allocation, Annuities, Mutual Funds, Retirement, ETFs, Estate Planning, Financial Planning, Securities, Uniform Combined State..., Investment Advisory, Series 65
Education
Temple University
Master of Business Administration
The Pennsylvania State University
Bachelor of Arts
Villanova University
Master of Arts
Morgan Stanley Smith Barney November 2009 - December 2010
UBS July 2004 - August 2008
Skills
Series 7, Series 66, Retirement Planning, Wealth Management, Asset Allocation, Annuities, Mutual Funds, Retirement, ETFs, Estate Planning, Financial Planning, Securities, Uniform Combined State..., Investment Advisory, Series 65
Education
Temple University
Master of Business Administration
The Pennsylvania State University
Bachelor of Arts
Villanova University
Master of Arts
Neal Casey Neal Casey's UBS Experience September 2013 - Present
Job Real Estate Lending Professional
Industry Real Estate
Experience
UBS September 2013 - Present
Newmark Grubb Knight Frank September 2012 - September 2013
Pyramid Management Group June 2011 - June 2012
Syracuse University Student Association November 2010 - December 2011
Verizon Communications May 2010 - August 2010
Verizon Communications May 2009 - August 2009
Skills
Microsoft Excel, Leadership, Commercial Real Estate, CoStar, Real Estate License, Teamwork, Management, Strategy, Data Analysis, Analysis, Financial Modeling
Education
Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science, Supply Chain Management and Finance
Syracuse University 2008 — 2012
Bachelor of Science, Supply Chain Management and Finance
UBS September 2013 - Present
Newmark Grubb Knight Frank September 2012 - September 2013
Pyramid Management Group June 2011 - June 2012
Syracuse University Student Association November 2010 - December 2011
Verizon Communications May 2010 - August 2010
Verizon Communications May 2009 - August 2009
Skills
Microsoft Excel, Leadership, Commercial Real Estate, CoStar, Real Estate License, Teamwork, Management, Strategy, Data Analysis, Analysis, Financial Modeling
Education
Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science, Supply Chain Management and Finance
Syracuse University 2008 — 2012
Bachelor of Science, Supply Chain Management and Finance
Brittany Sweeney Brittany Sweeney's UBS Experience August 2011 - December 2011
Job Financial Analyst at Correct Care Solutions
Industry Hospital & Health Care
Experience
Correct Care Solutions August 2014 - Present
ARAMARK Refreshment Services October 2013 - July 2014
Tennessee Technological University August 2012 - August 2013
Henry Horton State Park May 2012 - August 2012
UBS August 2011 - December 2011
Skills
PowerPoint, Statistics, Microsoft Office, Microsoft Excel, English, Research, Financial Analysis, Data Analysis
Education
Tennessee Technological University - College of Business Administration 2012 — 2013
Master of Business Administration (MBA), Finance, General, 3.90
Tennessee Technological University - College of Business Administration 2008 — 2012
Bachelor of Science, Finance, 3.98
Correct Care Solutions August 2014 - Present
ARAMARK Refreshment Services October 2013 - July 2014
Tennessee Technological University August 2012 - August 2013
Henry Horton State Park May 2012 - August 2012
UBS August 2011 - December 2011
Skills
PowerPoint, Statistics, Microsoft Office, Microsoft Excel, English, Research, Financial Analysis, Data Analysis
Education
Tennessee Technological University - College of Business Administration 2012 — 2013
Master of Business Administration (MBA), Finance, General, 3.90
Tennessee Technological University - College of Business Administration 2008 — 2012
Bachelor of Science, Finance, 3.98
Doug Woodham's UBS Experience 2007 - 2010
Job Senior executive working at intersection of technology, finance, and business transformation
Industry Fine Art
Experience
Christie's 2012 - 2015
QuIC Financial Technology 2005 - 2011
UBS 2007 - 2010
Moody's Corporation 2001 - 2005
McKinsey & Company 1997 - 2001
Enron 1994 - 1997
McKinsey & Company 1985 - 1994
Education
Brookings Institution
Research Fellow working full time on dissertation
Syracuse University
Bachelor's Degree, Social Science Research
University of Michigan
Doctor of Philosophy (Ph.D.), Economics specializing in Econometrics and International Economics
Christie's 2012 - 2015
QuIC Financial Technology 2005 - 2011
UBS 2007 - 2010
Moody's Corporation 2001 - 2005
McKinsey & Company 1997 - 2001
Enron 1994 - 1997
McKinsey & Company 1985 - 1994
Education
Brookings Institution
Research Fellow working full time on dissertation
Syracuse University
Bachelor's Degree, Social Science Research
University of Michigan
Doctor of Philosophy (Ph.D.), Economics specializing in Econometrics and International Economics
Richard Kouwe Richard Kouwe's UBS Experience February 2001 - April 2014
Job President
Industry Management Consulting
Experience
Tampa General Hospital January 2014 - Present
UBS February 2001 - April 2014
Tampa Preparatory School 2002 - 2004
International Account Systems Inc. January 1981 - October 1999
Lifetime Assistance, Inc. June 1975 - November 1978
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1976 — 1978
MPA
Tampa General Hospital January 2014 - Present
UBS February 2001 - April 2014
Tampa Preparatory School 2002 - 2004
International Account Systems Inc. January 1981 - October 1999
Lifetime Assistance, Inc. June 1975 - November 1978
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1976 — 1978
MPA
Aleksandr Chen Aleksandr Chen's UBS Experience June 2011 - July 2011
Job Tennessee Technological University College of Business Administration
Industry Management Consulting
Experience
Highlands Medical Center June 2012 - July 2012
UBS June 2011 - July 2011
Skills
Stock Market Analysis, Mutual Funds, Microsoft Office, Marketing, Leadership, Management, Financial Analysis, Data Analysis, Business Analysis, Research
Education
Tennessee Technological University - College of Business Administration 2009 — 2012
Highlands Medical Center June 2012 - July 2012
UBS June 2011 - July 2011
Skills
Stock Market Analysis, Mutual Funds, Microsoft Office, Marketing, Leadership, Management, Financial Analysis, Data Analysis, Business Analysis, Research
Education
Tennessee Technological University - College of Business Administration 2009 — 2012
Tami Phillips, CEP Tami Phillips, CEP's UBS Experience January 2007 - Present
Job Associate Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS January 2007 - Present
UBS November 2005 - January 2007
T-Mobile November 2002 - October 2005
Northern Trust Corporation October 1999 - July 2002
MetLife May 1996 - October 1999
Kroger January 1995 - January 1997
Skills
Equities, Wealth Management, Asset Management, Financial Modeling, Human Resources, Benefit Plan..., Employee Training, Employee Learning &..., Employee Counseling, Vendor Management, Management, Customer Service, Financial Services, Relationship Management, Team Leadership
Education
Tennessee State University 1989 — 1994
Bachelor of Science (BS), Business Administration, Management Information Systems
UBS January 2007 - Present
UBS November 2005 - January 2007
T-Mobile November 2002 - October 2005
Northern Trust Corporation October 1999 - July 2002
MetLife May 1996 - October 1999
Kroger January 1995 - January 1997
Skills
Equities, Wealth Management, Asset Management, Financial Modeling, Human Resources, Benefit Plan..., Employee Training, Employee Learning &..., Employee Counseling, Vendor Management, Management, Customer Service, Financial Services, Relationship Management, Team Leadership
Education
Tennessee State University 1989 — 1994
Bachelor of Science (BS), Business Administration, Management Information Systems
Mandy Murguia Mandy Murguia's UBS Experience March 2015 - Present
Job Compliance Officer at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS March 2015 - Present
UBS September 2013 - March 2015
UBS October 2007 - September 2013
UBS 2008 - 2009
Skills
Series 7, Financial Services, Trend Analysis, Internal Investigations, FINRA, Securities Regulation, Compliance, Customer Service, Banking, Equities, Financial Analysis, Fixed Income, Investment Advisory, Microsoft Excel, Investments, Microsoft Office, Microsoft Word, Mutual Funds, Retirement Planning, Risk Management, Securities, Series 63, Wealth Management, Series 65, Alternative Investments, Portfolio Management, Uniform Combined State..., Series 24
Education
Tennessee Technological University 2000 — 2005
Bachelor of Science, Marketing
UBS March 2015 - Present
UBS September 2013 - March 2015
UBS October 2007 - September 2013
UBS 2008 - 2009
Skills
Series 7, Financial Services, Trend Analysis, Internal Investigations, FINRA, Securities Regulation, Compliance, Customer Service, Banking, Equities, Financial Analysis, Fixed Income, Investment Advisory, Microsoft Excel, Investments, Microsoft Office, Microsoft Word, Mutual Funds, Retirement Planning, Risk Management, Securities, Series 63, Wealth Management, Series 65, Alternative Investments, Portfolio Management, Uniform Combined State..., Series 24
Education
Tennessee Technological University 2000 — 2005
Bachelor of Science, Marketing
John Zora John Zora's UBS Experience February 2002 - April 2004
Job Vice President/Corporate Banking/Trading Products
Industry Banking
Experience
Bank of Montreal July 2010 - Present
ING July 2005 - July 2010
GFI Group April 2004 - July 2005
UBS February 2002 - April 2004
Spear, Leeds & Kellogg April 2000 - December 2001
CIT July 1998 - March 2000
Skills
Derivatives, Series 7, Fixed Income, Credit, Banking, Credit Risk, Trading, Financial Risk, Portfolio Management, Investments, Finance, Hedge Funds, Capital Markets
Education
Syracuse University 1994 — 1998
Double Major, Finance & Marketing
Bank of Montreal July 2010 - Present
ING July 2005 - July 2010
GFI Group April 2004 - July 2005
UBS February 2002 - April 2004
Spear, Leeds & Kellogg April 2000 - December 2001
CIT July 1998 - March 2000
Skills
Derivatives, Series 7, Fixed Income, Credit, Banking, Credit Risk, Trading, Financial Risk, Portfolio Management, Investments, Finance, Hedge Funds, Capital Markets
Education
Syracuse University 1994 — 1998
Double Major, Finance & Marketing
Amauri Torres Amauri Torres's UBS Experience August 2012 - December 2012
Job Associate Analyst at Finalta
Industry Financial Services
Experience
Finalta - McKinsey & Company September 2014 - Present
Growth & Profit Consulting August 2013 - August 2014
FEMSA February 2013 - August 2013
UBS August 2012 - December 2012
TapEdition June 2012 - August 2012
The Elmseed Enterprise Fund September 2011 - May 2012
Law Office of Fernando Treviño May 2010 - June 2010
Skills
Capital IQ, SalesForce, Euromonitor, Microsoft Office, Minitab, StatPlus, Management Consulting, Youth Empowerment, Cision, International Business, Management, Business Strategy, Finance, Bloomberg, Financial Analysis, Corporate Finance
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 2009 — 2014
Bachelor's degree, International Business
Yale University 2011 — 2012
Visiting International Student Program
UC Berkeley
Summer Sessions
Finalta - McKinsey & Company September 2014 - Present
Growth & Profit Consulting August 2013 - August 2014
FEMSA February 2013 - August 2013
UBS August 2012 - December 2012
TapEdition June 2012 - August 2012
The Elmseed Enterprise Fund September 2011 - May 2012
Law Office of Fernando Treviño May 2010 - June 2010
Skills
Capital IQ, SalesForce, Euromonitor, Microsoft Office, Minitab, StatPlus, Management Consulting, Youth Empowerment, Cision, International Business, Management, Business Strategy, Finance, Bloomberg, Financial Analysis, Corporate Finance
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 2009 — 2014
Bachelor's degree, International Business
Yale University 2011 — 2012
Visiting International Student Program
UC Berkeley
Summer Sessions
Scott Woodard's UBS Experience May 2012 - September 2012
Job Associate at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap October 2014 - Present
Bayer Properties, LLC May 2014 - October 2014
Catherine A. Ponist May 2013 - September 2013
UBS May 2012 - September 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Budgets, Customer Service, English, Outlook, Strategic Planning, Research, Financial Analysis, Accounting, Windows, Negotiation, Public Speaking, Teaching, Sales, Portfolio Management, Business Planning, Training, Investments
Education
Temple University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Temple University - Fox School of Business & Management 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Marcus & Millichap October 2014 - Present
Bayer Properties, LLC May 2014 - October 2014
Catherine A. Ponist May 2013 - September 2013
UBS May 2012 - September 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Budgets, Customer Service, English, Outlook, Strategic Planning, Research, Financial Analysis, Accounting, Windows, Negotiation, Public Speaking, Teaching, Sales, Portfolio Management, Business Planning, Training, Investments
Education
Temple University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Temple University - Fox School of Business & Management 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Jason Nesbitt's UBS Experience January 2014 - June 2014
Job Personnel Technician at Fortune School of Education (HR)
Industry Higher Education
Experience
Fortune School of Education (HR) February 2015 - 2015
ATR International September 2014 - December 2014
UBS January 2014 - June 2014
Carlex Glass Company May 2013 - November 2013
Tennessee State University January 2013 - May 2013
Tennessee State University August 2012 - May 2013
Skills
Organizational..., Leadership Development, Psychology, Microsoft Word, Microsoft Office, SPSS, Customer Service, College, PowerPoint, Sourcing, Recruiting, Microsoft Excel, Training, Event Planning, Social Networking, Social Media, Human Resources
Education
Tennessee State University 2009 — 2013
General Psychology (B.A.Sc.), Psychology
Fortune School of Education (HR) February 2015 - 2015
ATR International September 2014 - December 2014
UBS January 2014 - June 2014
Carlex Glass Company May 2013 - November 2013
Tennessee State University January 2013 - May 2013
Tennessee State University August 2012 - May 2013
Skills
Organizational..., Leadership Development, Psychology, Microsoft Word, Microsoft Office, SPSS, Customer Service, College, PowerPoint, Sourcing, Recruiting, Microsoft Excel, Training, Event Planning, Social Networking, Social Media, Human Resources
Education
Tennessee State University 2009 — 2013
General Psychology (B.A.Sc.), Psychology
William Kirst William Kirst's UBS Experience February 2013 - Present
Job UBS AG
Industry Banking
Experience
UBS February 2013 - Present
Morgan Stanley Wealth Management April 2011 - February 2013
JPMorgan August 1994 - April 2011
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey
Master of Arts (M.A.)
The Principia
The University of Iowa
Bachelor of Arts (BA), Economics
The University of Texas at Austin - The Red McCombs School of Business
M.B.A.
UBS February 2013 - Present
Morgan Stanley Wealth Management April 2011 - February 2013
JPMorgan August 1994 - April 2011
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey
Master of Arts (M.A.)
The Principia
The University of Iowa
Bachelor of Arts (BA), Economics
The University of Texas at Austin - The Red McCombs School of Business
M.B.A.
William Flores William Flores's UBS Experience 2001 - 2002
Job Head of Compliance at DuPont Capital Management
Industry Financial Services
Experience
DuPont Capital Management December 2013 - Present
Dupont Capital Management June 2013 - December 2013
Aberdeen Asset Management December 2011 - June 2013
Delaware Investments January 2009 - November 2011
Citi September 2005 - December 2008
J.P. Morgan May 2004 - September 2005
UBS 2001 - 2002
Skills
Hedge Funds, Securities, Equities, Derivatives, Fixed Income, Mutual Funds, Alternative Investments, Due Diligence, Bloomberg, Trading, Financial Risk, Investments, Portfolio Management, Investment Management, Private Equity, Options, Structured Products, Financial Analysis, Mergers & Acquisitions, Series 7, Asset Management
Education
Syracuse University 1996 — 2000
BA, Economics, Political Science
Strath Haven 1992 — 1996
DuPont Capital Management December 2013 - Present
Dupont Capital Management June 2013 - December 2013
Aberdeen Asset Management December 2011 - June 2013
Delaware Investments January 2009 - November 2011
Citi September 2005 - December 2008
J.P. Morgan May 2004 - September 2005
UBS 2001 - 2002
Skills
Hedge Funds, Securities, Equities, Derivatives, Fixed Income, Mutual Funds, Alternative Investments, Due Diligence, Bloomberg, Trading, Financial Risk, Investments, Portfolio Management, Investment Management, Private Equity, Options, Structured Products, Financial Analysis, Mergers & Acquisitions, Series 7, Asset Management
Education
Syracuse University 1996 — 2000
BA, Economics, Political Science
Strath Haven 1992 — 1996
Alex De Barros Alex De Barros's UBS Experience February 2003 - May 2004
Job Lead VMO
Industry Retail
Experience
Belk May 2015 - Present
Belk May 2013 - May 2015
Daimler AG April 2012 - May 2013
IPG June 2011 - March 2012
Continental Tire September 2009 - June 2011
DHL March 2005 - September 2009
DHL January 2007 - December 2007
Deutsche Post World Net / DHL February 2005 - January 2007
UBS February 2003 - May 2004
Skills
Process Improvement, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Auditing, Management, Financial Reporting, Leadership, Accounting, Finance, SAP, Business Process..., Sarbanes-Oxley, Financial Audits, Microsoft Excel, Managerial Finance, Financial Risk, Compliance, Spanish, Analysis, Budgets, Strategic Financial..., Forecasting, Human Resources, Cost Accounting, SOX, Risk Assessment, Business Analysis, Change Management, Executive Management, Financial Accounting, Enterprise Risk..., Hyperion Enterprise, Corporate Finance, Consolidation, Financial Modeling, Variance Analysis, External Audit, IFRS, Business Process, GAAP, COSO, US GAAP, Budgeting, Strategic Planning, Financial Control, Consulting
Education
UNC Charlotte 2012 — 2013
Continuing Education Program, Certified Internal Auditor
Harvard University 2003 — 2004
Graduate, Special Studies in Administration and Business
Instituto Tecnológico y de Estudios Superiores de Monterrey 2002 — 2002
College credit, specialization in International Business (Summer 2002)
University of South Carolina - Darla Moore School of Business 1998 — 2002
BS, Finance/ International Business
Belk May 2015 - Present
Belk May 2013 - May 2015
Daimler AG April 2012 - May 2013
IPG June 2011 - March 2012
Continental Tire September 2009 - June 2011
DHL March 2005 - September 2009
DHL January 2007 - December 2007
Deutsche Post World Net / DHL February 2005 - January 2007
UBS February 2003 - May 2004
Skills
Process Improvement, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Auditing, Management, Financial Reporting, Leadership, Accounting, Finance, SAP, Business Process..., Sarbanes-Oxley, Financial Audits, Microsoft Excel, Managerial Finance, Financial Risk, Compliance, Spanish, Analysis, Budgets, Strategic Financial..., Forecasting, Human Resources, Cost Accounting, SOX, Risk Assessment, Business Analysis, Change Management, Executive Management, Financial Accounting, Enterprise Risk..., Hyperion Enterprise, Corporate Finance, Consolidation, Financial Modeling, Variance Analysis, External Audit, IFRS, Business Process, GAAP, COSO, US GAAP, Budgeting, Strategic Planning, Financial Control, Consulting
Education
UNC Charlotte 2012 — 2013
Continuing Education Program, Certified Internal Auditor
Harvard University 2003 — 2004
Graduate, Special Studies in Administration and Business
Instituto Tecnológico y de Estudios Superiores de Monterrey 2002 — 2002
College credit, specialization in International Business (Summer 2002)
University of South Carolina - Darla Moore School of Business 1998 — 2002
BS, Finance/ International Business
Cameron Lowe Cameron Lowe's UBS Experience June 2014 - Present
Job Payments and Cash Specialist at UBS
Industry Financial Services
Experience
UBS June 2014 - Present
Olive Garden May 2010 - June 2014
Capital Bank (Capital Bank Financial Corp.) July 2011 - May 2014
Skills
Loans, Commercial Banking, Credit Analysis, Credit, Banking, Microsoft Excel, Foreign Exchange, Foreign Currency, Account Reconciliation, Payments, Fedwire
Education
Tennessee Technological University 2012 — 2014
Bachelor of Science (B.S.) in Business Administration, Finance
Tennessee Technological University 2012 — 2014
Bachelor's degree, Finance, General
UBS June 2014 - Present
Olive Garden May 2010 - June 2014
Capital Bank (Capital Bank Financial Corp.) July 2011 - May 2014
Skills
Loans, Commercial Banking, Credit Analysis, Credit, Banking, Microsoft Excel, Foreign Exchange, Foreign Currency, Account Reconciliation, Payments, Fedwire
Education
Tennessee Technological University 2012 — 2014
Bachelor of Science (B.S.) in Business Administration, Finance
Tennessee Technological University 2012 — 2014
Bachelor's degree, Finance, General
Scott Mait Scott Mait's UBS Experience June 2012 - August 2012
Job Bridgewater Associates
Industry Financial Services
Experience
Amazon May 2013 - July 2013
UBS June 2012 - August 2012
WJPZ Radio October 2010 - August 2012
MassMutual Financial Group June 2011 - August 2011
Driftwood Day Camp June 2010 - August 2010
Massachusetts State House June 2009 - July 2009
Skills
Python, SQL, Microsoft Office, Customer Service, Social Media, Analytical Skills, NextGen, Public Speaking, Leadership, Team Leadership, Interpersonal Skill, Bloomberg Terminal, Operational Risk..., Microsoft SQL Server
Education
Syracuse University 2010 — 2014
Bachelor of Science, Entrepreneurship and Emerging Enterprises, and Supply Chain Management, 3.83/4.00
Amazon May 2013 - July 2013
UBS June 2012 - August 2012
WJPZ Radio October 2010 - August 2012
MassMutual Financial Group June 2011 - August 2011
Driftwood Day Camp June 2010 - August 2010
Massachusetts State House June 2009 - July 2009
Skills
Python, SQL, Microsoft Office, Customer Service, Social Media, Analytical Skills, NextGen, Public Speaking, Leadership, Team Leadership, Interpersonal Skill, Bloomberg Terminal, Operational Risk..., Microsoft SQL Server
Education
Syracuse University 2010 — 2014
Bachelor of Science, Entrepreneurship and Emerging Enterprises, and Supply Chain Management, 3.83/4.00
Samuel Aaron DeWitt's UBS Experience December 2014 - Present
Job Registered Associate at UBS
Industry Financial Services
Experience
UBS December 2014 - Present
Israel Defense Force 2013 - 2014
ING U.S. 2011 - 2012
Amtrak 2011 - 2011
Time Warner Cable 2011 - 2011
Skills
Strategic Communications, Finance, Public Relations, Leadership, Investments, Management, International Relations, Financial Analysis, Wealth Management
Education
The George Washington University 2008 — 2012
Bachelor’s Degree, Economics
Tel Aviv University
Hebrew Language and Literature
UBS December 2014 - Present
Israel Defense Force 2013 - 2014
ING U.S. 2011 - 2012
Amtrak 2011 - 2011
Time Warner Cable 2011 - 2011
Skills
Strategic Communications, Finance, Public Relations, Leadership, Investments, Management, International Relations, Financial Analysis, Wealth Management
Education
The George Washington University 2008 — 2012
Bachelor’s Degree, Economics
Tel Aviv University
Hebrew Language and Literature
Harris Hammer Harris Hammer's UBS Experience June 2012 - August 2012
Job Associate at ColliersInternational
Industry Real Estate
Experience
Colliers-International June 2014 - Present
Camels Garden Hotel June 2013 - January 2014
Black Gold Suites ll, LLP- Real Estate Development Company July 2012 - October 2012
UBS June 2012 - August 2012
Cuomo 2014 June 2011 - August 2011
Bishop, Rosen & Co., Inc. June 2010 - August 2010
Skills
Tenant Representation, Commercial Real Estate, Real Estate, Facebook, Microsoft Office, Social Networking, Teamwork, Market Research, Event Management, Social Media, Event Planning, Final Cut Pro, PowerPoint, Microsoft Excel, Spanish, Research, Korean, Microsoft Word, Social Media Marketing, Outlook, Blogging, Financial Analysis, Public Speaking, Photoshop, Marketing, Public Relations, Fundraising, Self Assessment, Entrepreneurship..., Straight Talk
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (B.S.), Real Estate
Colliers-International June 2014 - Present
Camels Garden Hotel June 2013 - January 2014
Black Gold Suites ll, LLP- Real Estate Development Company July 2012 - October 2012
UBS June 2012 - August 2012
Cuomo 2014 June 2011 - August 2011
Bishop, Rosen & Co., Inc. June 2010 - August 2010
Skills
Tenant Representation, Commercial Real Estate, Real Estate, Facebook, Microsoft Office, Social Networking, Teamwork, Market Research, Event Management, Social Media, Event Planning, Final Cut Pro, PowerPoint, Microsoft Excel, Spanish, Research, Korean, Microsoft Word, Social Media Marketing, Outlook, Blogging, Financial Analysis, Public Speaking, Photoshop, Marketing, Public Relations, Fundraising, Self Assessment, Entrepreneurship..., Straight Talk
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (B.S.), Real Estate
Louie Matt Louie Matt's UBS Experience January 2014 - Present
Job Financial Account Analyst For UBS
Industry Financial Services
Experience
UBS January 2014 - Present
Sherwin-Williams Paints June 2012 - December 2013
PepsiCo June 2011 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Leadership, Data Analysis, Social Media, Time Management, Access, Event Planning, Communication, Financial Analysis, Financial Reporting, Pages, Numbers, Keynotes, Sales
Education
Tennessee State University 2008 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
UBS January 2014 - Present
Sherwin-Williams Paints June 2012 - December 2013
PepsiCo June 2011 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Leadership, Data Analysis, Social Media, Time Management, Access, Event Planning, Communication, Financial Analysis, Financial Reporting, Pages, Numbers, Keynotes, Sales
Education
Tennessee State University 2008 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Thomas Ho Thomas Ho's UBS Experience July 2012 - Present
Job Executive Director Operational Risk Management at UBS
Industry Oil & Energy
Experience
UBS July 2012 - Present
UBS November 2010 - June 2012
Noble Group June 2010 - November 2010
Entergy Corporation (Enexus Corporation) September 2008 - June 2010
Societe Generale December 2006 - September 2008
Exelon Corporation June 2001 - December 2006
Merrill Lynch October 1998 - July 2000
PNC Bank January 1997 - October 1998
Skills
Credit Risk, Risk, Commodities, Credit, Banking, Energy, Trading, Risk Management, Derivatives, Credit Analysis, Corporate Finance, Energy Trading, Risk Analysis, Commodity Markets, Financial Modeling, Financial Risk, Commodity
Education
.
MBA, Finance
Temple University
Bachelor of Business Administration (B.B.A.), Finance and Strategic Management
UBS July 2012 - Present
UBS November 2010 - June 2012
Noble Group June 2010 - November 2010
Entergy Corporation (Enexus Corporation) September 2008 - June 2010
Societe Generale December 2006 - September 2008
Exelon Corporation June 2001 - December 2006
Merrill Lynch October 1998 - July 2000
PNC Bank January 1997 - October 1998
Skills
Credit Risk, Risk, Commodities, Credit, Banking, Energy, Trading, Risk Management, Derivatives, Credit Analysis, Corporate Finance, Energy Trading, Risk Analysis, Commodity Markets, Financial Modeling, Financial Risk, Commodity
Education
.
MBA, Finance
Temple University
Bachelor of Business Administration (B.B.A.), Finance and Strategic Management
Brandt Kiskurno's UBS Experience January 2011 - May 2011
Job Financial Reporting and Consolidations Analyst at Aldi
Industry Information Technology and Services
Experience
ALDI SUISSE AG July 2015 - Present
Church & Dwight, Co., Inc. January 2013 - July 2015
Apps Systems January 2012 - October 2012
First Tier Technology LLC July 2011 - October 2012
UBS January 2011 - May 2011
United Group Programs August 2010 - January 2011
Bucks County Baseball Academy June 2007 - July 2010
Skills
Oracle, ERP, Management, Leadership, Project Management, Databases, Training, Finance, Portfolio Management, Fixed Income, Financial Services, SAP, Siebel, SAP BPC, Financial Analysis, Financial Forecasting, Account Management, Sales, Business Intelligence, Monthly Close, Customer Service, Microsoft Excel
Education
Temple University - Fox School of Business and Management 2008 — 2011
Bachelors of Science, Finance
ALDI SUISSE AG July 2015 - Present
Church & Dwight, Co., Inc. January 2013 - July 2015
Apps Systems January 2012 - October 2012
First Tier Technology LLC July 2011 - October 2012
UBS January 2011 - May 2011
United Group Programs August 2010 - January 2011
Bucks County Baseball Academy June 2007 - July 2010
Skills
Oracle, ERP, Management, Leadership, Project Management, Databases, Training, Finance, Portfolio Management, Fixed Income, Financial Services, SAP, Siebel, SAP BPC, Financial Analysis, Financial Forecasting, Account Management, Sales, Business Intelligence, Monthly Close, Customer Service, Microsoft Excel
Education
Temple University - Fox School of Business and Management 2008 — 2011
Bachelors of Science, Finance
Heather Mueller Heather Mueller's UBS Experience September 2007 - December 2007
Job Sales Staffing at Google
Industry Human Resources
Experience
Google January 2010 - Present
JetBlue Airways October 2009 - December 2009
Morgan Stanley July 2008 - September 2009
UBS September 2007 - December 2007
Bottomless Closet July 2007 - November 2007
Datascope December 2006 - January 2007
Skills
Management, Interviews, Human Resources, Employee Relations, Organizational..., Training, Analysis, Succession Planning, Talent Management, Leadership, Onboarding, Recruiting, Strategy
Education
Teachers College of Columbia University 2006 — 2008
M.A., Organizational Psychology
University of North Carolina at Chapel Hill 2002 — 2006
B.A., Psychology
Google January 2010 - Present
JetBlue Airways October 2009 - December 2009
Morgan Stanley July 2008 - September 2009
UBS September 2007 - December 2007
Bottomless Closet July 2007 - November 2007
Datascope December 2006 - January 2007
Skills
Management, Interviews, Human Resources, Employee Relations, Organizational..., Training, Analysis, Succession Planning, Talent Management, Leadership, Onboarding, Recruiting, Strategy
Education
Teachers College of Columbia University 2006 — 2008
M.A., Organizational Psychology
University of North Carolina at Chapel Hill 2002 — 2006
B.A., Psychology
Ofer Shapira Ofer Shapira's UBS Experience March 2011 - July 2012
Job Director, Head of AML Practice Delivery / Actimize SAM 8 SME at MatrixExzac
Industry Financial Services
Experience
Matrix-Exzac October 2014 - Present
MetaBank August 2013 - Present
Jefferies LLC October 2010 - Present
Matrix-Exzac October 2010 - September 2014
Scotiabank June 2012 - August 2013
BNP Paribas October 2011 - July 2013
TradeStation Securities June 2012 - May 2013
UBS March 2011 - July 2012
Fidelity National Information Services October 2010 - October 2011
Csoft Solutions January 2006 - September 2010
Skills
Web Applications, Entrepreneurship, Product Management, Internet, Software Project..., AML, Actimize, SQL, Compliance, IT Management, Fortent, SQL DB2, Oracle PL/SQL..., CDD, SWIFT payments, Project Management, Business Analysis, Technical Writing, Requirements Gathering, SaaS
Education
Tel Aviv University 2001 — 2002
MBA, Executive MBA
University of Haifa 1993 — 1996
BA, Economics
Matrix-Exzac October 2014 - Present
MetaBank August 2013 - Present
Jefferies LLC October 2010 - Present
Matrix-Exzac October 2010 - September 2014
Scotiabank June 2012 - August 2013
BNP Paribas October 2011 - July 2013
TradeStation Securities June 2012 - May 2013
UBS March 2011 - July 2012
Fidelity National Information Services October 2010 - October 2011
Csoft Solutions January 2006 - September 2010
Skills
Web Applications, Entrepreneurship, Product Management, Internet, Software Project..., AML, Actimize, SQL, Compliance, IT Management, Fortent, SQL DB2, Oracle PL/SQL..., CDD, SWIFT payments, Project Management, Business Analysis, Technical Writing, Requirements Gathering, SaaS
Education
Tel Aviv University 2001 — 2002
MBA, Executive MBA
University of Haifa 1993 — 1996
BA, Economics
Alison Wolff Alison Wolff's UBS Experience June 2011 - September 2013
Job Manager, Financial Planning & Analysis at Eclipse Resources
Industry Oil & Energy
Experience
Eclipse Resources December 2014 - Present
Eclipse Resources December 2013 - Present
UBS June 2011 - September 2013
UBS June 2010 - August 2010
Pennsylvania Real Estate Investment Trust (PREIT) February 2008 - July 2009
Pennsylvania Real Estate Investment Trust July 2005 - February 2008
Skills
Series 7, 63, 86 and 87..., Financial Modeling, Due Diligence, Valuation, Asset Management, Investments, Portfolio Management, Analysis, Capital Markets, Leases, Management, Acquisitions, Budgets, Equity Research, Business Strategy, Negotiation, Project Planning, Managerial Finance, Financial Analysis, Sales, Equities
Education
CORNELL UNIVERSITY, Johnson Graduate School of Management 2009 — 2011
MBA, Finance
Swarthmore College 2001 — 2005
BA, Economics
Eclipse Resources December 2014 - Present
Eclipse Resources December 2013 - Present
UBS June 2011 - September 2013
UBS June 2010 - August 2010
Pennsylvania Real Estate Investment Trust (PREIT) February 2008 - July 2009
Pennsylvania Real Estate Investment Trust July 2005 - February 2008
Skills
Series 7, 63, 86 and 87..., Financial Modeling, Due Diligence, Valuation, Asset Management, Investments, Portfolio Management, Analysis, Capital Markets, Leases, Management, Acquisitions, Budgets, Equity Research, Business Strategy, Negotiation, Project Planning, Managerial Finance, Financial Analysis, Sales, Equities
Education
CORNELL UNIVERSITY, Johnson Graduate School of Management 2009 — 2011
MBA, Finance
Swarthmore College 2001 — 2005
BA, Economics
Robert Ries Robert Ries's UBS Experience June 2010 - August 2010
Job Financial Analyst at Evolent Health
Industry Hospital & Health Care
Experience
Evolent Health April 2015 - Present
Aetna November 2013 - April 2015
The Lloyd Group May 2012 - August 2012
New Jersey Department of Treasury May 2011 - August 2011
UBS June 2010 - August 2010
Skills
Leadership, Organizational..., Fundraising, Building Relationships, Finance, Microsoft Excel, Team Building, Access, Cash Flow Forecasting, Liquidity Management, Oracle Financial, Sungard, QuickBooks, Visio, Management
Education
Susquehanna University 2009 — 2013
Business Administration - Finance (B.S.) & Spanish (B.A.)
CFA Institute
Passed 2015 CFA Level 2 Exam
Evolent Health April 2015 - Present
Aetna November 2013 - April 2015
The Lloyd Group May 2012 - August 2012
New Jersey Department of Treasury May 2011 - August 2011
UBS June 2010 - August 2010
Skills
Leadership, Organizational..., Fundraising, Building Relationships, Finance, Microsoft Excel, Team Building, Access, Cash Flow Forecasting, Liquidity Management, Oracle Financial, Sungard, QuickBooks, Visio, Management
Education
Susquehanna University 2009 — 2013
Business Administration - Finance (B.S.) & Spanish (B.A.)
CFA Institute
Passed 2015 CFA Level 2 Exam
Eric Ainspan Eric Ainspan's UBS Experience June 2012 - August 2012
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
Orange Value Fund, LLC August 2012 - May 2013
UBS June 2012 - August 2012
The Orange Value Fund LLC May 2011 - June 2012
UBS Financial Services June 2010 - August 2010
Ford Wealth Management June 2009 - August 2010
Warwick Valley Financial Advisors June 2009 - August 2009
Skills
Investments, Bloomberg, Finance, Series 7, Bloomberg Terminal, Microsoft Excel, Microsoft Office, PowerPoint
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
B.S., Finance and Accounting
mahwah
J.P. Morgan June 2013 - Present
Orange Value Fund, LLC August 2012 - May 2013
UBS June 2012 - August 2012
The Orange Value Fund LLC May 2011 - June 2012
UBS Financial Services June 2010 - August 2010
Ford Wealth Management June 2009 - August 2010
Warwick Valley Financial Advisors June 2009 - August 2009
Skills
Investments, Bloomberg, Finance, Series 7, Bloomberg Terminal, Microsoft Excel, Microsoft Office, PowerPoint
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
B.S., Finance and Accounting
mahwah
Jade Kipperman's UBS Experience October 2014 - Present
Job Business Analyst at UBS
Industry Marketing and Advertising
Experience
UBS October 2014 - Present
Grok July 2013 - October 2014
Vanderbilt University January 2013 - May 2013
Haute Living Magazine June 2012 - August 2012
Young & Rubicam June 2011 - August 2011
The Leukemia & Lymphoma Society June 2010 - August 2010
Corcoran Sunshine Marketing Group June 2009 - August 2009
Mountainside Hospital May 2009 - June 2009
Skills
Advertising, Marketing, Account Management, New Business Development, Research, Social Media Marketing, Market Research, Competitive Analysis, Digital Marketing, Integrated Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Digital Media, Social Media
Education
Vanderbilt University 2009 — 2013
BA, Major: Communication Studies, Minors: Corporate Strategy and Psychology, Cum Laude
Tel Aviv University 2012 — 2012
Communication Studies
Morristown Beard School 2002 — 2009
High School
UBS October 2014 - Present
Grok July 2013 - October 2014
Vanderbilt University January 2013 - May 2013
Haute Living Magazine June 2012 - August 2012
Young & Rubicam June 2011 - August 2011
The Leukemia & Lymphoma Society June 2010 - August 2010
Corcoran Sunshine Marketing Group June 2009 - August 2009
Mountainside Hospital May 2009 - June 2009
Skills
Advertising, Marketing, Account Management, New Business Development, Research, Social Media Marketing, Market Research, Competitive Analysis, Digital Marketing, Integrated Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Digital Media, Social Media
Education
Vanderbilt University 2009 — 2013
BA, Major: Communication Studies, Minors: Corporate Strategy and Psychology, Cum Laude
Tel Aviv University 2012 — 2012
Communication Studies
Morristown Beard School 2002 — 2009
High School
Josh Cantor Josh Cantor's UBS Experience June 2011 - August 2011
Job Audit Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP October 2013 - Present
Citrin Cooperman June 2012 - August 2012
UBS June 2011 - August 2011
Education
Yeshiva University 2012 — 2013
Master's degree, Accounting
Syracuse University 2008 — 2012
Bachelor's degree, Accounting
BDO USA, LLP October 2013 - Present
Citrin Cooperman June 2012 - August 2012
UBS June 2011 - August 2011
Education
Yeshiva University 2012 — 2013
Master's degree, Accounting
Syracuse University 2008 — 2012
Bachelor's degree, Accounting
Edward Kassab Edward Kassab's UBS Experience March 2011 - Present
Job Student at Temple University
Industry Investment Management
Experience
UBS March 2011 - Present
Education
Temple University 2007 — 2011
UBS March 2011 - Present
Education
Temple University 2007 — 2011
Wesley Ward Wesley Ward's UBS Experience August 2006 - May 2009
Job Operational Risk Executive
Industry Banking
Experience
TD Bank March 2013 - Present
DTCC September 2012 - March 2013
Citigroup April 2011 - September 2012
NASDAQ OMX June 2009 - April 2011
UBS August 2006 - May 2009
Morgan Stanley Wealth Management June 2005 - August 2006
Bank of Tokyo-Mitsubishi UFJ September 2001 - May 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Analytics, Banking, Securities, Risk Management, Risk Assessment, Regulations, Executive Reporting, New Product Validation, Quality Control, Compliance, Metrics, Policy Analysis, Stock Exchange, MIS, Operational Risk..., Enterprise Risk..., Project Management, Governance, Business Continuity, Escalation, Basel II, Internal Audit, Auditing, Sarbanes-Oxley Act, Finance, Process Improvement, Financial Risk, Operational Risk, Financial Services, Capital Markets, Management, Analysis
Education
Temple University - Fox School of Business and Management 1988 — 1989
Master of Business Administration (M.B.A.), Economics, Graduated with 3.7 GPA
Wharton School, University of Pennsylvania 1980 — 1985
Bachelor of Science (B.S.), Economics
TD Bank March 2013 - Present
DTCC September 2012 - March 2013
Citigroup April 2011 - September 2012
NASDAQ OMX June 2009 - April 2011
UBS August 2006 - May 2009
Morgan Stanley Wealth Management June 2005 - August 2006
Bank of Tokyo-Mitsubishi UFJ September 2001 - May 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Analytics, Banking, Securities, Risk Management, Risk Assessment, Regulations, Executive Reporting, New Product Validation, Quality Control, Compliance, Metrics, Policy Analysis, Stock Exchange, MIS, Operational Risk..., Enterprise Risk..., Project Management, Governance, Business Continuity, Escalation, Basel II, Internal Audit, Auditing, Sarbanes-Oxley Act, Finance, Process Improvement, Financial Risk, Operational Risk, Financial Services, Capital Markets, Management, Analysis
Education
Temple University - Fox School of Business and Management 1988 — 1989
Master of Business Administration (M.B.A.), Economics, Graduated with 3.7 GPA
Wharton School, University of Pennsylvania 1980 — 1985
Bachelor of Science (B.S.), Economics
Dana Becker Dana Becker's UBS Experience February 2001 - July 2004
Job Litigation Associate at Morgan, Lewis & Bockius LLP
Industry Law Practice
Experience
Morgan, Lewis & Bockius LLP October 2009 - Present
U.S. Court of Appeals for the Third Circuit September 2008 - September 2009
Morgan Stanley July 2004 - August 2005
UBS February 2001 - July 2004
Skills
Litigation, Commercial Litigation, Civil Litigation, Legal Research, Corporate Law, Intellectual Property, Legal Writing, Appeals, Arbitration, Securities Litigation, Product Liability, Class Actions, Westlaw, Trials, Trade Secrets, Courts
Education
Temple University - James E. Beasley School of Law 2005 — 2008
J.D., Law
University of Pennsylvania - The Wharton School 1998 — 2001
B.S., Economics
Wissahickon High School
Morgan, Lewis & Bockius LLP October 2009 - Present
U.S. Court of Appeals for the Third Circuit September 2008 - September 2009
Morgan Stanley July 2004 - August 2005
UBS February 2001 - July 2004
Skills
Litigation, Commercial Litigation, Civil Litigation, Legal Research, Corporate Law, Intellectual Property, Legal Writing, Appeals, Arbitration, Securities Litigation, Product Liability, Class Actions, Westlaw, Trials, Trade Secrets, Courts
Education
Temple University - James E. Beasley School of Law 2005 — 2008
J.D., Law
University of Pennsylvania - The Wharton School 1998 — 2001
B.S., Economics
Wissahickon High School
Juan Alday's UBS Experience November 2005 - March 2010
Job
Industry Investment Banking
Experience
Bloomberg LP May 2014 - Present
Morgan Stanley March 2010 - May 2014
UBS November 2005 - March 2010
NATIXIS September 2002 - October 2005
Credit Suisse August 1999 - September 2002
JP Morgan August 1996 - September 1999
Bull Information Systems February 1996 - August 1996
Skills
Trading Systems, Electronic Trading, Interest Rate..., Fixed Income, High Frequency Trading, Low Latency, Market Data, Equity Derivatives, Credit Derivatives, Derivatives, FX Options, Options, C++, Boost C++, Swaps, Multithreading, Trading, Proprietary Trading, Exchange Connectivity, Hedging, Interest Rate Swaps, Sybase, Electronic Trading..., Rates, Bonds, Investment Banking, Equity Trading, Structured Products, Market Risk, Bloomberg, Capital Markets, Equities, Financial Markets, Prime Brokerage, Hedge Funds, Commodity, Bash, Python, Software Development, Continuous Integration
Education
Télécom Bretagne (ex- Enst de Bretagne, école nationale supérieure des télécommunications de Bretagne) 1995 — 1996
Master
Universidad de Deusto 1991 — 1996
Computer Science
College du Leman 1990 — 1991
High school
Bloomberg LP May 2014 - Present
Morgan Stanley March 2010 - May 2014
UBS November 2005 - March 2010
NATIXIS September 2002 - October 2005
Credit Suisse August 1999 - September 2002
JP Morgan August 1996 - September 1999
Bull Information Systems February 1996 - August 1996
Skills
Trading Systems, Electronic Trading, Interest Rate..., Fixed Income, High Frequency Trading, Low Latency, Market Data, Equity Derivatives, Credit Derivatives, Derivatives, FX Options, Options, C++, Boost C++, Swaps, Multithreading, Trading, Proprietary Trading, Exchange Connectivity, Hedging, Interest Rate Swaps, Sybase, Electronic Trading..., Rates, Bonds, Investment Banking, Equity Trading, Structured Products, Market Risk, Bloomberg, Capital Markets, Equities, Financial Markets, Prime Brokerage, Hedge Funds, Commodity, Bash, Python, Software Development, Continuous Integration
Education
Télécom Bretagne (ex- Enst de Bretagne, école nationale supérieure des télécommunications de Bretagne) 1995 — 1996
Master
Universidad de Deusto 1991 — 1996
Computer Science
College du Leman 1990 — 1991
High school
Christopher Hackel's UBS Experience October 2002 - July 2005
Job Director at Barclays Capital
Industry Capital Markets
Experience
Barclays Capital July 2010 - Present
Barclays Capital June 2007 - July 2010
Aurora July 2006 - March 2007
UBS October 2002 - July 2005
UBS July 2000 - October 2002
Education
Syracuse University 1996 — 2000
B.S., Computer Science, minor in Computer Architecture
Barclays Capital July 2010 - Present
Barclays Capital June 2007 - July 2010
Aurora July 2006 - March 2007
UBS October 2002 - July 2005
UBS July 2000 - October 2002
Education
Syracuse University 1996 — 2000
B.S., Computer Science, minor in Computer Architecture
Noel Beane's UBS Experience 2002 - 2006
Job User Experience and Creative Director
Industry Online Media
Experience
NBC Universal 2006 - 2013
Showtime Networks Inc. 2006 - 2006
UBS 2002 - 2006
Nethod-Euro Interactive 2001 - 2002
American Express 2000 - 2001
Skills
User Experience, Creative Direction, Digital Strategy, Information Architecture, Art Direction, Interaction Design, Digital Media, Digital Marketing, User Interface Design, New Media, Graphic Design, Video Production, Interactive Advertising, Motion Graphics
Education
Temple University 1989 — 1993
NBC Universal 2006 - 2013
Showtime Networks Inc. 2006 - 2006
UBS 2002 - 2006
Nethod-Euro Interactive 2001 - 2002
American Express 2000 - 2001
Skills
User Experience, Creative Direction, Digital Strategy, Information Architecture, Art Direction, Interaction Design, Digital Media, Digital Marketing, User Interface Design, New Media, Graphic Design, Video Production, Interactive Advertising, Motion Graphics
Education
Temple University 1989 — 1993
Jim Ajello's UBS Experience 1984 - 1998
Job EVP & CFO Hawaiian Electric Industries
Industry Utilities
Experience
Hawaiian Electric Industries January 2009 - Present
Hawaiian Electric Industries, Inc. January 2009 - Present
Hawaiian Electric Industries 2009 - Present
Reliant Energy 2000 - January 2009
UBS 1984 - 1998
Skills
Business Strategy, Business Process..., Energy Policy, Financial Modeling, Electricity Markets, Energy, Strategic Planning, Business Development, Mergers & Acquisitions, Natural Gas, Power Generation, Renewable Energy, Energy Management, Energy Markets, Valuation, Finance, Strategy, Executive Management, Commodity Markets, Demand Response, Smart Grid, Change Management, Private Equity, Trading, Contract Negotiation, Due Diligence, Mergers, Community Banking, Capital Markets, Marketing Strategy, Corporate Finance
Education
Syracuse University
Hawaiian Electric Industries January 2009 - Present
Hawaiian Electric Industries, Inc. January 2009 - Present
Hawaiian Electric Industries 2009 - Present
Reliant Energy 2000 - January 2009
UBS 1984 - 1998
Skills
Business Strategy, Business Process..., Energy Policy, Financial Modeling, Electricity Markets, Energy, Strategic Planning, Business Development, Mergers & Acquisitions, Natural Gas, Power Generation, Renewable Energy, Energy Management, Energy Markets, Valuation, Finance, Strategy, Executive Management, Commodity Markets, Demand Response, Smart Grid, Change Management, Private Equity, Trading, Contract Negotiation, Due Diligence, Mergers, Community Banking, Capital Markets, Marketing Strategy, Corporate Finance
Education
Syracuse University
Allison Kaplan, PHR, SHRM-CP's UBS Experience June 2010 - November 2011
Job Executive Corporate Recruiter at PSEG
Industry Utilities
Experience
PSEG November 2011 - Present
UBS June 2010 - November 2011
Response Companies 2005 - 2009
Mayer Search Inc 2004 - 2005
Aquent 2004 - 2004
Skills
Full-cycle Recruiting, Talent Acquisition, Recruitment/Retention, Executive Search, Resume Writing, Sourcing, Competitive Intelligence, Market Analysis, Candidate Screening, Screening Resumes, Interviewing, Interview Coaching, Telephone Interviewing, Behavioral Interviewing, Salary Negotiation, Closing Skills, Client Relationship..., Professional Networking, Strategic Hiring, Human Resources, Business Networking, Internet Recruiting, Job Coaching, Building Relationships, College Recruiting, Employer Branding, Hiring, Recruiting, Selling Skills, Interviews, Recruitment Advertising, Cold Calling, Applicant Tracking..., Screening, Permanent Placement, Onboarding, Relationship Building, Kindness, CRM, Sales, Project Management, SDLC, Search, Benefits Negotiation, Temporary Placement, Talent Scouting, Open Minded
Education
Fairleigh Dickinson University-College at Florham 2013 — 2013
Certificate, Human Resources Management
Syracuse University 2000 — 2004
BS, Communication and Rhetorical Studies
PSEG November 2011 - Present
UBS June 2010 - November 2011
Response Companies 2005 - 2009
Mayer Search Inc 2004 - 2005
Aquent 2004 - 2004
Skills
Full-cycle Recruiting, Talent Acquisition, Recruitment/Retention, Executive Search, Resume Writing, Sourcing, Competitive Intelligence, Market Analysis, Candidate Screening, Screening Resumes, Interviewing, Interview Coaching, Telephone Interviewing, Behavioral Interviewing, Salary Negotiation, Closing Skills, Client Relationship..., Professional Networking, Strategic Hiring, Human Resources, Business Networking, Internet Recruiting, Job Coaching, Building Relationships, College Recruiting, Employer Branding, Hiring, Recruiting, Selling Skills, Interviews, Recruitment Advertising, Cold Calling, Applicant Tracking..., Screening, Permanent Placement, Onboarding, Relationship Building, Kindness, CRM, Sales, Project Management, SDLC, Search, Benefits Negotiation, Temporary Placement, Talent Scouting, Open Minded
Education
Fairleigh Dickinson University-College at Florham 2013 — 2013
Certificate, Human Resources Management
Syracuse University 2000 — 2004
BS, Communication and Rhetorical Studies
Eric Larrabee's UBS Experience July 2004 - Present
Job Developer at UBS
Industry Computer Software
Experience
UBS July 2004 - Present
Towers Watson June 1997 - July 2004
Louis Dreyfus Commodities May 1994 - June 1997
Skills
Program Management, Software Project..., Project Management, SQL, Agile Methodologies, Investment Banking, Agile Project Management, SDLC, Trading Systems, Requirements Gathering, Business Analysis, Requirements Analysis, Vendor Management, IT Strategy
Education
Syracuse University 1989 — 1994
BA, History
UBS July 2004 - Present
Towers Watson June 1997 - July 2004
Louis Dreyfus Commodities May 1994 - June 1997
Skills
Program Management, Software Project..., Project Management, SQL, Agile Methodologies, Investment Banking, Agile Project Management, SDLC, Trading Systems, Requirements Gathering, Business Analysis, Requirements Analysis, Vendor Management, IT Strategy
Education
Syracuse University 1989 — 1994
BA, History
Lois Delspechio's UBS Experience February 2000 - Present
Job Sr Client Service Associate at UBS
Industry Financial Services
Experience
UBS February 2000 - Present
AF Investments January 1998 - February 2000
Smith Barney March 1990 - February 2000
Skills
Fixed Income, Investments, Troubleshooting, Series 7, Financial Services, Bloomberg, Mutual Funds, Wealth Management, Securities, Equities, Series 63
Education
Temple University 2010 — 2011
License, Real Estate Sales Person
Camden County 1985 — 1987
UBS February 2000 - Present
AF Investments January 1998 - February 2000
Smith Barney March 1990 - February 2000
Skills
Fixed Income, Investments, Troubleshooting, Series 7, Financial Services, Bloomberg, Mutual Funds, Wealth Management, Securities, Equities, Series 63
Education
Temple University 2010 — 2011
License, Real Estate Sales Person
Camden County 1985 — 1987
Jason DeRise, CFA's UBS Experience September 2007 - September 2011
Job Executive Director | Research Analyst | European Beverages at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank October 2014 - Present
UBS Investment Bank August 2011 - October 2014
UBS September 2007 - September 2011
Sanford Bernstein July 2004 - September 2007
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Equity Research, Stock Market, Equities, Valuation, Corporate Finance, Capital Markets, Investments, Hedge Funds, Bloomberg, Alternative Investments, Portfolio Management, Asset Management, Investment Banking, Financial Markets, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2002
UBS Investment Bank October 2014 - Present
UBS Investment Bank August 2011 - October 2014
UBS September 2007 - September 2011
Sanford Bernstein July 2004 - September 2007
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Equity Research, Stock Market, Equities, Valuation, Corporate Finance, Capital Markets, Investments, Hedge Funds, Bloomberg, Alternative Investments, Portfolio Management, Asset Management, Investment Banking, Financial Markets, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2002
Kerry Gant's UBS Experience September 1998 - May 2002
Job Account Executive at Dell Financial Services
Industry Financial Services
Experience
Dell Financial Services August 2013 - Present
Dell, Inc. May 2005 - July 2013
The Coca-Cola Company March 2003 - April 2005
Banc of America Investments May 2002 - March 2003
UBS September 1998 - May 2002
Skills
Client Relationship..., Organizational..., Analytical Abilities, Analytical Skills, CRM, Business Intelligence, Account Management, Leadership, Project Planning, Sales, Customer Service, Customer Satisfaction, Direct Sales, Salesforce.com, Sales Operations, Sales Process, Cloud Computing
Education
Tennessee Technological University 1980 — 1983
Dell Financial Services August 2013 - Present
Dell, Inc. May 2005 - July 2013
The Coca-Cola Company March 2003 - April 2005
Banc of America Investments May 2002 - March 2003
UBS September 1998 - May 2002
Skills
Client Relationship..., Organizational..., Analytical Abilities, Analytical Skills, CRM, Business Intelligence, Account Management, Leadership, Project Planning, Sales, Customer Service, Customer Satisfaction, Direct Sales, Salesforce.com, Sales Operations, Sales Process, Cloud Computing
Education
Tennessee Technological University 1980 — 1983
James Houlihan's UBS Experience March 2007 - Present
Job Investor Relations at UBS
Industry Investment Banking
Experience
UBS March 2007 - Present
UBS August 2004 - March 2007
IFS 2003 - 2004
Education
Temple University - Fox School of Business and Management 2001 — 2002
MBA, International Business
University of Scranton 1997 — 2001
UBS March 2007 - Present
UBS August 2004 - March 2007
IFS 2003 - 2004
Education
Temple University - Fox School of Business and Management 2001 — 2002
MBA, International Business
University of Scranton 1997 — 2001
Clifford Sosin's UBS Experience July 2007 - July 2012
Job Manager at CAS Investment Partners
Industry Investment Management
Experience
CAS Investment Partners July 2012 - Present
UBS July 2007 - July 2012
Silver Point Capital July 2006 - July 2007
Houlihan Lokey 2004 - 2006
Skills
Equities, Investments, Credit, Financial Modeling, Capital Markets, Valuation, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Corporate Finance, Equity Research, Investment Banking, Bloomberg, Derivatives, Asset Management, Restructuring
Education
Swarthmore College 2000 — 2004
BA and BS, Engineering & Economics
Hopkins School 1996 — 2000
CAS Investment Partners July 2012 - Present
UBS July 2007 - July 2012
Silver Point Capital July 2006 - July 2007
Houlihan Lokey 2004 - 2006
Skills
Equities, Investments, Credit, Financial Modeling, Capital Markets, Valuation, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Corporate Finance, Equity Research, Investment Banking, Bloomberg, Derivatives, Asset Management, Restructuring
Education
Swarthmore College 2000 — 2004
BA and BS, Engineering & Economics
Hopkins School 1996 — 2000
Cheryl Venezia's UBS Experience 1988 - Present
Job Executive Director at UBS Financial Services Inc
Industry Financial Services
Experience
UBS 1988 - Present
UBS July 2011 - June 2012
Skills
Wealth Management, Strategic Financial..., Securities, Investments, Financial Analysis, Financial Modeling, Risk Management, Portfolio Management, Financial Risk
Education
Susquehanna University 1981 — 1985
BS, Accounting
UBS 1988 - Present
UBS July 2011 - June 2012
Skills
Wealth Management, Strategic Financial..., Securities, Investments, Financial Analysis, Financial Modeling, Risk Management, Portfolio Management, Financial Risk
Education
Susquehanna University 1981 — 1985
BS, Accounting
Bill Thrush's UBS Experience January 2002 - January 2007
Job Senior Vice President, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2007 - Present
UBS January 2002 - January 2007
Breakaway Solutions August 2000 - August 2001
Groundswell LLC July 1999 - August 2000
Education
Syracuse University 1978 — 1982
Bachelor of Arts (B.A.)
Merrill Lynch January 2007 - Present
UBS January 2002 - January 2007
Breakaway Solutions August 2000 - August 2001
Groundswell LLC July 1999 - August 2000
Education
Syracuse University 1978 — 1982
Bachelor of Arts (B.A.)
Monica O'Leary Singh's UBS Experience January 2002 - June 2005
Job Owner, Pressing On Massage
Industry Health, Wellness and Fitness
Experience
United in Play (UiP) June 2010 - Present
Pressing On Massage June 2004 - Present
Pryority Wellness Center January 2009 - February 2012
Elements Yoga Studio October 2007 - January 2009
Cornelia Day Resort October 2006 - January 2009
Naturopathica Holistic Health June 2006 - September 2006
UBS January 2002 - June 2005
Cantor Fitzgerald June 2000 - January 2002
Skills
Holistic Health, Wellness, Healing, Management, Pain Management, Healthcare, Business Management, Bookkeeping, Self-publishing, Writing, Creative Writing, Nonprofits, Non-profit Development, Non-profit Boards, Non-profit Volunteering, Non-profit..., Non-profit Leadership, Product Design, Product Launch, Therapeutic Massage, Pregnancy Massage, Sports Massage, Deep Tissue Massage, Medical Massage, Hospice Massage, Hospice and Palliative..., Cancer Massage, Oncology Massage, Prenatal Massage, Post Natal Massage, Essential Oils, Young Living..., Nutrition, Strategic Planning, Public Speaking, Entrepreneurship, Marketing Strategy
Education
Swedish Institute a College of Health Sciences 2002 — 2004
Associate's degree, Massage Therapy/Therapeutic Massage
The George Washington University 1996 — 2000
Bachelor of Arts (B.A.), International Relations and Affairs
United in Play (UiP) June 2010 - Present
Pressing On Massage June 2004 - Present
Pryority Wellness Center January 2009 - February 2012
Elements Yoga Studio October 2007 - January 2009
Cornelia Day Resort October 2006 - January 2009
Naturopathica Holistic Health June 2006 - September 2006
UBS January 2002 - June 2005
Cantor Fitzgerald June 2000 - January 2002
Skills
Holistic Health, Wellness, Healing, Management, Pain Management, Healthcare, Business Management, Bookkeeping, Self-publishing, Writing, Creative Writing, Nonprofits, Non-profit Development, Non-profit Boards, Non-profit Volunteering, Non-profit..., Non-profit Leadership, Product Design, Product Launch, Therapeutic Massage, Pregnancy Massage, Sports Massage, Deep Tissue Massage, Medical Massage, Hospice Massage, Hospice and Palliative..., Cancer Massage, Oncology Massage, Prenatal Massage, Post Natal Massage, Essential Oils, Young Living..., Nutrition, Strategic Planning, Public Speaking, Entrepreneurship, Marketing Strategy
Education
Swedish Institute a College of Health Sciences 2002 — 2004
Associate's degree, Massage Therapy/Therapeutic Massage
The George Washington University 1996 — 2000
Bachelor of Arts (B.A.), International Relations and Affairs
Adrian Esteban's UBS Experience May 1997 - May 2013
Job Senior Network Engineer
Industry Computer & Network Security
Experience
Morgan Stanley May 2013 - Present
UBS May 1997 - May 2013
Skills
Data Center, ITIL, IT Management, Vendor Management, Routing, Switching, Cisco Technologies, Disaster Recovery, Network Security, Team Leadership, Information Security, IP, Unix, Netscreen, Troubleshooting, Business Analysis, Juniper, Firewalls, IT Service Management, DMZ, IT Strategy, IT Operations, Security, Incident Management, BGPv4, OSPF, Information Security..., Project Management, Checkpoint, Load Balancing, F5 BigIP, VPN, Business Continuity, DNS, Solaris, Infrastructure, WAN, Network Architecture, Virtualization, High Availability, CISSP, VMware ESX, VMware, Servers, BGP, Active Directory
Education
Syracuse University 1993 — 1997
Morgan Stanley May 2013 - Present
UBS May 1997 - May 2013
Skills
Data Center, ITIL, IT Management, Vendor Management, Routing, Switching, Cisco Technologies, Disaster Recovery, Network Security, Team Leadership, Information Security, IP, Unix, Netscreen, Troubleshooting, Business Analysis, Juniper, Firewalls, IT Service Management, DMZ, IT Strategy, IT Operations, Security, Incident Management, BGPv4, OSPF, Information Security..., Project Management, Checkpoint, Load Balancing, F5 BigIP, VPN, Business Continuity, DNS, Solaris, Infrastructure, WAN, Network Architecture, Virtualization, High Availability, CISSP, VMware ESX, VMware, Servers, BGP, Active Directory
Education
Syracuse University 1993 — 1997
Anthony Romeo's UBS Experience April 2013 - Present
Job Associate Director at UBS Financial Services
Industry Financial Services
Experience
UBS April 2013 - Present
UBS October 2012 - April 2013
UBS February 2006 - November 2012
Skills
Trading, Mutual Funds, Fixed Income, Portfolio Management, Wealth Management, Equities, Hedge Funds, Securities
Education
Susquehanna University 2002 — 2005
Bachelor of Business Administration (BBA), Finance
St. Joseph's Regional HS 1996 — 2000
UBS April 2013 - Present
UBS October 2012 - April 2013
UBS February 2006 - November 2012
Skills
Trading, Mutual Funds, Fixed Income, Portfolio Management, Wealth Management, Equities, Hedge Funds, Securities
Education
Susquehanna University 2002 — 2005
Bachelor of Business Administration (BBA), Finance
St. Joseph's Regional HS 1996 — 2000
T.T. Wang's UBS Experience 1998 - Present
Job Associate Director at UBS Wealth Management
Industry Computer Software
Experience
UBS Wealth Management Associate DirectorPaineWebber / UBS Financial Services1998 - Present
UBS 1998 - Present
Skills
Trading Systems, Wealth Management, Equities, Fixed Income, Portfolio Management, SDLC, Series 7, Risk Management, Financial Services, Banking, Requirements Gathering
Education
Tamkang University
UBS Wealth Management Associate DirectorPaineWebber / UBS Financial Services1998 - Present
UBS 1998 - Present
Skills
Trading Systems, Wealth Management, Equities, Fixed Income, Portfolio Management, SDLC, Series 7, Risk Management, Financial Services, Banking, Requirements Gathering
Education
Tamkang University
Bekah Kalchuk's UBS Experience July 2015 - Present
Job Associate Director HR Employee Advisory at UBS
Industry Human Resources
Experience
UBS July 2015 - Present
Brookdale Senior Living 2009 - 2015
Career Education Corporation November 2008 - June 2009
Robert Half International May 2006 - September 2008
Education
Tennessee Technological University 1995 — 2000
Bachelor of Science, Sociology
UBS July 2015 - Present
Brookdale Senior Living 2009 - 2015
Career Education Corporation November 2008 - June 2009
Robert Half International May 2006 - September 2008
Education
Tennessee Technological University 1995 — 2000
Bachelor of Science, Sociology
Gary Chalfont's UBS Experience February 2015 - Present
Job System Administrator
Industry Information Technology and Services
Experience
UBS February 2015 - Present
Eastern Illinois University July 2012 - Present
Carle Foundation Hospital April 2008 - February 2015
Flex-N-Gate October 2007 - April 2008
Yellowbook USA July 2007 - October 2007
Thomas Nelson Publishers May 2004 - July 2007
United States Post Office January 2004 - May 2004
DigiScript, Inc August 2003 - December 2003
Dell Computer Corporation December 1999 - June 2003
Skills
Active Directory, VMware ESX, Backup Exec, DNS administration, DNS management, DHCP, Microsoft Office, Windows Server, Sonicwall, Group Policy, Microsoft Office..., Windows Sharepoint..., Windows 7, Windows XP Pro, IBM Tivoli, EMC Storage, NetApp, VMware View, NetApp Filers, Brocade Fibre Switches, Network Administration, WinSCP, WINS, Print Management, DNS, VMware, Troubleshooting, Windows XP, Servers, Microsoft Exchange, Technical Support, Hardware, Operating Systems, Computer Hardware, Data Center, SAN, VPN
Education
Nashville State Community College 2005 — 2008
A.A.S, Computer Networking Technology
Tennessee Technological University 1996 — 1997
Music Education
Hendersonville High School 1992 — 1996
Diploma
UBS February 2015 - Present
Eastern Illinois University July 2012 - Present
Carle Foundation Hospital April 2008 - February 2015
Flex-N-Gate October 2007 - April 2008
Yellowbook USA July 2007 - October 2007
Thomas Nelson Publishers May 2004 - July 2007
United States Post Office January 2004 - May 2004
DigiScript, Inc August 2003 - December 2003
Dell Computer Corporation December 1999 - June 2003
Skills
Active Directory, VMware ESX, Backup Exec, DNS administration, DNS management, DHCP, Microsoft Office, Windows Server, Sonicwall, Group Policy, Microsoft Office..., Windows Sharepoint..., Windows 7, Windows XP Pro, IBM Tivoli, EMC Storage, NetApp, VMware View, NetApp Filers, Brocade Fibre Switches, Network Administration, WinSCP, WINS, Print Management, DNS, VMware, Troubleshooting, Windows XP, Servers, Microsoft Exchange, Technical Support, Hardware, Operating Systems, Computer Hardware, Data Center, SAN, VPN
Education
Nashville State Community College 2005 — 2008
A.A.S, Computer Networking Technology
Tennessee Technological University 1996 — 1997
Music Education
Hendersonville High School 1992 — 1996
Diploma
Amy Hsiao CPA, CAMS's UBS Experience May 1999 - December 2004
Job Senior Manager, Compliance Audit at American Express
Industry Banking
Experience
American Express July 2008 - March 2011
Bank of America January 2005 - December 2005
UBS May 1999 - December 2004
Deloitte & Touche LLP October 1997 - September 1998
Bankers Trust March 1996 - July 1997
Daiwa Securities February 1994 - March 1996
Skills
Auditing, Financial Analysis, Internal Controls, Series 7, Sarbanes-Oxley Act, Financial Modeling, Financial Risk, Enterprise Risk..., Banking, Internal Audit, Operational Risk, Financial Services, Corporate Finance, AML, Operational Risk...
Education
University of Pennsylvania - The Wharton School
Executive Program
Temple University
Master Degree, Accounting
University of Missouri-Columbia
Bachelor of Business Administration, Finance & Banking
American Express July 2008 - March 2011
Bank of America January 2005 - December 2005
UBS May 1999 - December 2004
Deloitte & Touche LLP October 1997 - September 1998
Bankers Trust March 1996 - July 1997
Daiwa Securities February 1994 - March 1996
Skills
Auditing, Financial Analysis, Internal Controls, Series 7, Sarbanes-Oxley Act, Financial Modeling, Financial Risk, Enterprise Risk..., Banking, Internal Audit, Operational Risk, Financial Services, Corporate Finance, AML, Operational Risk...
Education
University of Pennsylvania - The Wharton School
Executive Program
Temple University
Master Degree, Accounting
University of Missouri-Columbia
Bachelor of Business Administration, Finance & Banking
Sheena Singh's UBS Experience 2007 - 2008
Job Sr Analyst Program Management at Verizon
Industry Telecommunications
Experience
Verizon June 2012 - Present
American International Underwriters July 2007 - August 2010
UBS 2007 - 2008
Citigroup Global Services April 2004 - September 2006
Skills
Business Analysis, Vendor Management, Program Management, PMO
Education
Symbiosis institute of Management Studies 2002 — 2004
Master of Business Administration (M.B.A.), Marketing & Finance
Verizon June 2012 - Present
American International Underwriters July 2007 - August 2010
UBS 2007 - 2008
Citigroup Global Services April 2004 - September 2006
Skills
Business Analysis, Vendor Management, Program Management, PMO
Education
Symbiosis institute of Management Studies 2002 — 2004
Master of Business Administration (M.B.A.), Marketing & Finance
Brooke Benenson's UBS Experience 2009 - Present
Job Senior Wealth Strategy Associate
Industry Financial Services
Experience
UBS 2009 - Present
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2002
UBS 2009 - Present
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2002
Jeremy Kaber's UBS Experience 2000 - 2005
Job Vice President Global Markets @ RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2015 - Present
JP Morgan October 2010 - April 2015
Barclays Capital September 2009 - October 2010
BMO Capital Markets July 2005 - June 2009
UBS 2000 - 2005
Paine Webber 1998 - 2000
Skills
Equities, Business Analysis, Management, Trading Systems, Derivatives, Analysis, Strategy, Vendor Management, Series 7, Series 63
Education
Syracuse University 1994 — 1998
Bachelor of Science (BS), Finance & Marketing
RBC Capital Markets April 2015 - Present
JP Morgan October 2010 - April 2015
Barclays Capital September 2009 - October 2010
BMO Capital Markets July 2005 - June 2009
UBS 2000 - 2005
Paine Webber 1998 - 2000
Skills
Equities, Business Analysis, Management, Trading Systems, Derivatives, Analysis, Strategy, Vendor Management, Series 7, Series 63
Education
Syracuse University 1994 — 1998
Bachelor of Science (BS), Finance & Marketing
Manesh Bhatia's UBS Experience June 2014 - Present
Job Executive Director UBS Group Technology Strategy & Transformation Program
Industry Financial Services
Experience
UBS June 2014 - Present
UBS Wealth Management November 2008 - May 2014
UBS Global Asset Management April 2007 - October 2008
UBS Global Asset Management September 2002 - May 2007
KPMG Consulting June 2000 - August 2002
Skills
Vendor Management, IT Strategy, Program Management, Business Process..., Outsourcing, Governance, Offshoring, PMP, Risk Management, Business Relationship..., Leadership, Process Improvement, PMO, Business Transformation, Strategic Partnerships, Metrics, IT Transformation, Virtual Teams, Executive Management, Business Strategy, Management, IT Service Management, SDLC, Project Portfolio..., Stakeholder Management, IT Management, Change Management, Strategy
Education
London School of Economics and Political Science 1998 — 1999
M.Sc, Analysis Design & Management of Information Systems
Syracuse University 1998 — 1998
M.S., Information Management
University of London 1994 — 1997
BSc., Computer Science
UBS June 2014 - Present
UBS Wealth Management November 2008 - May 2014
UBS Global Asset Management April 2007 - October 2008
UBS Global Asset Management September 2002 - May 2007
KPMG Consulting June 2000 - August 2002
Skills
Vendor Management, IT Strategy, Program Management, Business Process..., Outsourcing, Governance, Offshoring, PMP, Risk Management, Business Relationship..., Leadership, Process Improvement, PMO, Business Transformation, Strategic Partnerships, Metrics, IT Transformation, Virtual Teams, Executive Management, Business Strategy, Management, IT Service Management, SDLC, Project Portfolio..., Stakeholder Management, IT Management, Change Management, Strategy
Education
London School of Economics and Political Science 1998 — 1999
M.Sc, Analysis Design & Management of Information Systems
Syracuse University 1998 — 1998
M.S., Information Management
University of London 1994 — 1997
BSc., Computer Science
Laura Lambrecht's UBS Experience March 1996 - October 2003
Job Training Manager at Informa Investment Solutions
Industry Financial Services
Experience
Informa Investment Solutions April 2011 - Present
Informa Investment Solutions (formerly Investment Scorecard) September 2005 - April 2011
PowellJohnson November 2003 - November 2004
UBS March 1996 - October 2003
Skills
Training, Visio, SDLC, Business Analysis, Process Improvement, Team Building, Leadership, Strategic Planning
Education
Tennessee Technological University 1988 — 1993
Bachelor of Science (B.S.), Business Administration
Informa Investment Solutions April 2011 - Present
Informa Investment Solutions (formerly Investment Scorecard) September 2005 - April 2011
PowellJohnson November 2003 - November 2004
UBS March 1996 - October 2003
Skills
Training, Visio, SDLC, Business Analysis, Process Improvement, Team Building, Leadership, Strategic Planning
Education
Tennessee Technological University 1988 — 1993
Bachelor of Science (B.S.), Business Administration
Jed Limmer's UBS Experience March 2009 - September 2009
Job Institutional Equity Sales at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities November 2009 - Present
UBS March 2009 - September 2009
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Entrepreneurship and Emerging Enterprises/Finance
Wedbush Securities November 2009 - Present
UBS March 2009 - September 2009
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Entrepreneurship and Emerging Enterprises/Finance
Mark Opalewski's UBS Experience August 2013 - Present
Job CFO Infrastucture and Global Production Services at UBS
Industry Financial Services
Experience
UBS August 2013 - Present
Merrill Lynch / Bank of America 2001 - August 2013
BRG Townsend Inc. 1995 - 2000
Arthur Andersen & Co. 1993 - 1995
Skills
Leadership, Management, Analysis, Operating Budgets, Operations Management, Forecasting, Solution Implementation, Vendor Management, Financial Analysis, Program Management, Process Improvement, Business Intelligence, IT Management, Contract Negotiation, Business Analysis, Portfolio Management, Financial Services, Banking, Six Sigma, Finance, Project Planning, Strategy, Mergers & Acquisitions, Budgets, Financial Reporting, Business Process, Capital Markets, CRM, Fixed Income, Outsourcing, Change Management, SDLC, Financial Modeling, Financial Risk, Telecommunications, Risk Management, Business Process..., IT Strategy, Strategic Planning, Due Diligence, Cross-functional Team...
Education
Syracuse University 1991 — 1993
MBA, Finance
Villanova University 1986 — 1990
BS, Mechanical Engineering
UBS August 2013 - Present
Merrill Lynch / Bank of America 2001 - August 2013
BRG Townsend Inc. 1995 - 2000
Arthur Andersen & Co. 1993 - 1995
Skills
Leadership, Management, Analysis, Operating Budgets, Operations Management, Forecasting, Solution Implementation, Vendor Management, Financial Analysis, Program Management, Process Improvement, Business Intelligence, IT Management, Contract Negotiation, Business Analysis, Portfolio Management, Financial Services, Banking, Six Sigma, Finance, Project Planning, Strategy, Mergers & Acquisitions, Budgets, Financial Reporting, Business Process, Capital Markets, CRM, Fixed Income, Outsourcing, Change Management, SDLC, Financial Modeling, Financial Risk, Telecommunications, Risk Management, Business Process..., IT Strategy, Strategic Planning, Due Diligence, Cross-functional Team...
Education
Syracuse University 1991 — 1993
MBA, Finance
Villanova University 1986 — 1990
BS, Mechanical Engineering
Seth Harvey's UBS Experience July 2004 - May 2008
Job VP Underwriting Manager at Community West Bank
Industry Financial Services
Experience
Community West Bank August 2014 - Present
Rabobank April 2013 - July 2014
Export-Import Bank of the United States August 2009 - February 2013
UBS July 2004 - May 2008
Credit Suisse August 2000 - March 2004
Skills
Credit Analysis, Financial Modeling, Corporate Finance, Business Valuation, Structured Finance, Lease Financing, Underwriting, Portfolio Management, Leveraged Lending, Leveraged Finance, Export Finance, Aircraft Finance, Aircraft Leasing, Fixed Income, Bloomberg, Credit, Financial Analysis, Capital Markets
Education
University of Michigan 1997 — 1999
MPP, Public Policy
Swarthmore College 1993 — 1997
BA, Asian Studies
Landon
Community West Bank August 2014 - Present
Rabobank April 2013 - July 2014
Export-Import Bank of the United States August 2009 - February 2013
UBS July 2004 - May 2008
Credit Suisse August 2000 - March 2004
Skills
Credit Analysis, Financial Modeling, Corporate Finance, Business Valuation, Structured Finance, Lease Financing, Underwriting, Portfolio Management, Leveraged Lending, Leveraged Finance, Export Finance, Aircraft Finance, Aircraft Leasing, Fixed Income, Bloomberg, Credit, Financial Analysis, Capital Markets
Education
University of Michigan 1997 — 1999
MPP, Public Policy
Swarthmore College 1993 — 1997
BA, Asian Studies
Landon
Bryan Cook's UBS Experience September 2005 - October 2007
Job IBM Enterprise Social Software
Industry Computer Software
Experience
IBM May 2014 - Present
McDowell Label October 2011 - August 2013
Sazerac Company September 2009 - October 2011
Sazerac Company October 2007 - August 2009
UBS September 2005 - October 2007
Diageo May 2004 - August 2005
Diageo April 2003 - April 2004
Diageo September 2002 - March 2003
Diageo February 2001 - August 2002
The Paddington Corporation September 1995 - January 2001
Skills
Alcoholic Beverages, Sales Management, Brand Management, Wine, Consumer Products, FMCG, Beverage Industry, Marketing Strategy, Management, Market Planning, Pricing, Marketing, Trade Marketing, Sales Operations, Sales, Key Account Development, Strategic Planning, Retail, Business Planning, National Accounts, Marketing Management, Distributors, Key Account Management, P&L Management, Customer Insight, Brand Development
Education
The Johns Hopkins University 1999 — 2002
Master of Science, Marketing
Tarleton State University 1989 — 1991
Bachelor of Business Administration, Human Resources Management
IBM May 2014 - Present
McDowell Label October 2011 - August 2013
Sazerac Company September 2009 - October 2011
Sazerac Company October 2007 - August 2009
UBS September 2005 - October 2007
Diageo May 2004 - August 2005
Diageo April 2003 - April 2004
Diageo September 2002 - March 2003
Diageo February 2001 - August 2002
The Paddington Corporation September 1995 - January 2001
Skills
Alcoholic Beverages, Sales Management, Brand Management, Wine, Consumer Products, FMCG, Beverage Industry, Marketing Strategy, Management, Market Planning, Pricing, Marketing, Trade Marketing, Sales Operations, Sales, Key Account Development, Strategic Planning, Retail, Business Planning, National Accounts, Marketing Management, Distributors, Key Account Management, P&L Management, Customer Insight, Brand Development
Education
The Johns Hopkins University 1999 — 2002
Master of Science, Marketing
Tarleton State University 1989 — 1991
Bachelor of Business Administration, Human Resources Management
Marko Markov's UBS Experience September 2007 - May 2008
Job Transfer Pricing Senior Associate at PwC
Industry International Affairs
Experience
PricewaterhouseCoopers July 2010 - Present
Greenberg Quinlan Rosner January 2010 - May 2010
U.S. Department of Commerce September 2009 - December 2009
UBS September 2007 - May 2008
Syracuse University March 2005 - May 2008
Onondaga County District Attorney's Office September 2007 - December 2007
Skills
International Relations, Economics, Leadership, Policy, Qualitative Research, Research, Fundraising, Analysis, Negotiation, Budgets, International Business, Public Policy, Policy Analysis
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2008 — 2009
MA, International Relations
Syracuse University 2004 — 2008
BS, Economics, Political Science
PricewaterhouseCoopers July 2010 - Present
Greenberg Quinlan Rosner January 2010 - May 2010
U.S. Department of Commerce September 2009 - December 2009
UBS September 2007 - May 2008
Syracuse University March 2005 - May 2008
Onondaga County District Attorney's Office September 2007 - December 2007
Skills
International Relations, Economics, Leadership, Policy, Qualitative Research, Research, Fundraising, Analysis, Negotiation, Budgets, International Business, Public Policy, Policy Analysis
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2008 — 2009
MA, International Relations
Syracuse University 2004 — 2008
BS, Economics, Political Science
Josette Jean-Francois's UBS Experience 2006 - 2009
Job Senior Director, Global People and Organizational Development at Coach
Industry Human Resources
Experience
Coach February 2012 - Present
The McGraw Hill Companies February 2007 - February 2012
Standard and Poors, The McGraw-Hill Company 2008 - 2011
UBS 2006 - 2009
Brown Brothers Harriman August 2004 - March 2007
JJF Consulting, LLC 2002 - 2004
JPMorgan Chase 2001 - 2002
Skills
Event Planning, Leadership, Talent Management, Human Resources, Succession Planning, Organizational..., Employee Relations, Onboarding, Executive Coaching, Leadership Development, Staff Development, Organizational..., Management Development, Organizational Design, Talent Acquisition, Change Management, Social Media, 360 Feedback, Workshop Facilitation, Culture Change, Vendor Management, HRIS, Personnel Management, Employee Engagement, Performance Management, Workforce Planning, Team Building, Non-profits, Career Development, Recruiting, Customer Service, Organizational Learning, Healthcare, Executive Development, Employee Training, Management Consulting, Employer Branding, Social Networking, Selling Skills, Coaching
Education
Teachers College of Columbia University 1996 — 2000
Master of Arts (MA)
Syracuse University
Bachelor of Business Administration (BBA)
Coach February 2012 - Present
The McGraw Hill Companies February 2007 - February 2012
Standard and Poors, The McGraw-Hill Company 2008 - 2011
UBS 2006 - 2009
Brown Brothers Harriman August 2004 - March 2007
JJF Consulting, LLC 2002 - 2004
JPMorgan Chase 2001 - 2002
Skills
Event Planning, Leadership, Talent Management, Human Resources, Succession Planning, Organizational..., Employee Relations, Onboarding, Executive Coaching, Leadership Development, Staff Development, Organizational..., Management Development, Organizational Design, Talent Acquisition, Change Management, Social Media, 360 Feedback, Workshop Facilitation, Culture Change, Vendor Management, HRIS, Personnel Management, Employee Engagement, Performance Management, Workforce Planning, Team Building, Non-profits, Career Development, Recruiting, Customer Service, Organizational Learning, Healthcare, Executive Development, Employee Training, Management Consulting, Employer Branding, Social Networking, Selling Skills, Coaching
Education
Teachers College of Columbia University 1996 — 2000
Master of Arts (MA)
Syracuse University
Bachelor of Business Administration (BBA)
Brian Scasserra's UBS Experience May 2008 - August 2008
Job Associate at Wildcat Capital Management
Industry Investment Management
Experience
Wildcat Capital Management September 2013 - Present
Bank of America July 2012 - June 2013
Bank of America July 2010 - June 2012
Orange Value Fund, LLC August 2008 - July 2010
JPMorgan Chase June 2009 - August 2009
UBS May 2008 - August 2008
Private Wealth Management Group, Inc. May 2008 - August 2008
Education
Syracuse University - Martin J. Whitman School of Management
BS, Finance and Accounting
Montgomery High School
Wildcat Capital Management September 2013 - Present
Bank of America July 2012 - June 2013
Bank of America July 2010 - June 2012
Orange Value Fund, LLC August 2008 - July 2010
JPMorgan Chase June 2009 - August 2009
UBS May 2008 - August 2008
Private Wealth Management Group, Inc. May 2008 - August 2008
Education
Syracuse University - Martin J. Whitman School of Management
BS, Finance and Accounting
Montgomery High School
Lacey Morgan's UBS Experience August 2007 - October 2007
Job Analyst at Moody's Investors Service
Industry Real Estate
Experience
Moody's Investors Service October 2014 - Present
Moody's Investors Service November 2009 - October 2014
Kravetz Realty Group January 2008 - April 2009
UBS August 2007 - October 2007
Skills
CMBS, Real Estate Economics, Securitization, Valuation, Structured Finance, Asset Managment, Loan Origination, Due Diligence, Financial Modeling, Financial Structuring, Underwriting, Credit Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
BS, Finance, Spanish
International Institute Madrid, Spain 2006 — 2006
Pittsford Mendon High School 1999 — 2003
Moody's Investors Service October 2014 - Present
Moody's Investors Service November 2009 - October 2014
Kravetz Realty Group January 2008 - April 2009
UBS August 2007 - October 2007
Skills
CMBS, Real Estate Economics, Securitization, Valuation, Structured Finance, Asset Managment, Loan Origination, Due Diligence, Financial Modeling, Financial Structuring, Underwriting, Credit Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
BS, Finance, Spanish
International Institute Madrid, Spain 2006 — 2006
Pittsford Mendon High School 1999 — 2003
J. Sterling Thomas's UBS Experience September 2008 - May 2009
Job Small Business Revenue Officer at Internal Revenue Service
Industry Financial Services
Experience
Internal Revenue Service August 2009 - Present
UBS September 2008 - May 2009
Skills
Finance, Investments, Portfolio Management, Financial Analysis, Small Business, Financial Statements, Negotiation, Accounting, Microsoft Excel, Access, Microsoft Office, PowerPoint, Microsoft Word, Accounts Receivable, Auditing, Tax, Financial Accounting, Legal Writing, Customer Service
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
B.S., Finance
Internal Revenue Service August 2009 - Present
UBS September 2008 - May 2009
Skills
Finance, Investments, Portfolio Management, Financial Analysis, Small Business, Financial Statements, Negotiation, Accounting, Microsoft Excel, Access, Microsoft Office, PowerPoint, Microsoft Word, Accounts Receivable, Auditing, Tax, Financial Accounting, Legal Writing, Customer Service
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
B.S., Finance
James Bo Lillard's UBS Experience February 1998 - June 2003
Job Processor at WR Starkey Mortgage
Industry Banking
Experience
WR Starkey Mortgage PlatformSunTrust BankMarch 2006 - July 2008
State Farm Insurance March 2004 - March 2006
UBS February 1998 - June 2003
Education
Tennessee Technological University 1990 — 1995
BS-History, History, English
WR Starkey Mortgage PlatformSunTrust BankMarch 2006 - July 2008
State Farm Insurance March 2004 - March 2006
UBS February 1998 - June 2003
Education
Tennessee Technological University 1990 — 1995
BS-History, History, English
Joshua K. Smith's UBS Experience January 2012 - April 2014
Job Tax Consultant/ Entrepreneur
Industry Accounting
Experience
UBS January 2012 - April 2014
Royal Bank of Scotland June 2013 - July 2013
iStar Financial October 2011 - January 2012
North American Power and Gas, LLC January 2011 - August 2011
Bartlett Tree Experts August 2010 - October 2010
Ernst & Young June 2010 - August 2010
Michael J. Falcone Center for Entrepreneurship August 2008 - May 2010
Ernst & Young June 2009 - August 2009
Elegran Real Estate & Development July 2008 - August 2008
Vector Marketing December 2006 - August 2007
Skills
OneSource, QuickBooks, CCH, Vlookup, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Tax, Accounting, WSC, PRDB, Consultworks, Pagecenter, TEFRA
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Accounting/CPA
UBS January 2012 - April 2014
Royal Bank of Scotland June 2013 - July 2013
iStar Financial October 2011 - January 2012
North American Power and Gas, LLC January 2011 - August 2011
Bartlett Tree Experts August 2010 - October 2010
Ernst & Young June 2010 - August 2010
Michael J. Falcone Center for Entrepreneurship August 2008 - May 2010
Ernst & Young June 2009 - August 2009
Elegran Real Estate & Development July 2008 - August 2008
Vector Marketing December 2006 - August 2007
Skills
OneSource, QuickBooks, CCH, Vlookup, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Tax, Accounting, WSC, PRDB, Consultworks, Pagecenter, TEFRA
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Accounting/CPA
David Rofelsohn's UBS Experience Vice President - Global Network ServicesJP Morgan Chase2011 - 2011
Job Network Engineer at UBS
Industry Financial Services
Experience
UBS Vice President - Global Network ServicesJP Morgan Chase2011 - 2011
Education
Syracuse University
UBS Vice President - Global Network ServicesJP Morgan Chase2011 - 2011
Education
Syracuse University
Michael Farrell, CFA's UBS Experience October 2010 - May 2012
Job AVP Internal Audit at Barclays Capital
Industry Financial Services
Experience
Barclays Capital April 2012 - Present
UBS October 2010 - May 2012
Skills
Investment Banking, Derivatives, Securities, Equities, Business Analysis
Education
Syracuse University 2001 — 2005
Finance
Syracuse University 2001 — 2005
Economics, B.S.
Barclays Capital April 2012 - Present
UBS October 2010 - May 2012
Skills
Investment Banking, Derivatives, Securities, Equities, Business Analysis
Education
Syracuse University 2001 — 2005
Finance
Syracuse University 2001 — 2005
Economics, B.S.
Robert Upton's UBS Experience June 2012 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS June 2012 - Present
Cantor Fitzgerald January 2009 - May 2012
Bear Stearns December 1999 - June 2008
Skills
Capital Markets, Fixed Income, Derivatives, Equities, Securities, Hedging, FX Options, Treasury Management, ALM, Liquidity Risk, Treasury, Banking, Portfolio Management, Corporate Finance, Restructuring, Funding, Asset Management, Investments, Commodity, Valuation, Collateral Management, Risk Management
Education
Temple University 1981 — 1984
MBA & BBA, Finance and Economics
UBS June 2012 - Present
Cantor Fitzgerald January 2009 - May 2012
Bear Stearns December 1999 - June 2008
Skills
Capital Markets, Fixed Income, Derivatives, Equities, Securities, Hedging, FX Options, Treasury Management, ALM, Liquidity Risk, Treasury, Banking, Portfolio Management, Corporate Finance, Restructuring, Funding, Asset Management, Investments, Commodity, Valuation, Collateral Management, Risk Management
Education
Temple University 1981 — 1984
MBA & BBA, Finance and Economics
Alistair Duke's UBS Experience July 2005 - April 2011
Job Service Delivery Manager
Industry Financial Services
Experience
CSC November 2013 - Present
CSC October 2010 - November 2013
UBS July 2005 - April 2011
UBS 2002 - 2005
UBS 2000 - 2002
UBS 1999 - 2001
Dell Perot Systems September 1998 - September 1999
Skills
Integration, ITIL, IT Strategy, IT Management, IT Service Management, Capacity Management, Network Management..., Vendor Management, Strategic Analysis, Common Sense, Personnel Leadership, Team Building, Virtual Teams, Matrix Management, Networking, Analysis, Outsourcing, Leadership, Program Management, IT Operations, System Deployment, Change Management, Project Delivery, Network Administration
Education
University of North Carolina at Wilmington 1997 — 1998
Swansea University 1994 — 1998
BSc, American Business Studies
CSC November 2013 - Present
CSC October 2010 - November 2013
UBS July 2005 - April 2011
UBS 2002 - 2005
UBS 2000 - 2002
UBS 1999 - 2001
Dell Perot Systems September 1998 - September 1999
Skills
Integration, ITIL, IT Strategy, IT Management, IT Service Management, Capacity Management, Network Management..., Vendor Management, Strategic Analysis, Common Sense, Personnel Leadership, Team Building, Virtual Teams, Matrix Management, Networking, Analysis, Outsourcing, Leadership, Program Management, IT Operations, System Deployment, Change Management, Project Delivery, Network Administration
Education
University of North Carolina at Wilmington 1997 — 1998
Swansea University 1994 — 1998
BSc, American Business Studies
Daniel Kanter's UBS Experience May 2008 - August 2009
Job National Account Manager at Echo Global Logistics
Industry Logistics and Supply Chain
Experience
Echo Global Logistics January 2011 - Present
HRInsights October 2010 - September 2011
UBS May 2008 - August 2009
Skills
Online Marketing, Marketing, Market Research, Sales, Social Media, Social Media Marketing, Microsoft Office, Management, Cold Calling, Salesforce.com, Social Networking, Facebook, Account Management, Leadership, Event Planning, Market Analysis
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2006 — 2010
Economics, Strategic Management & Human Resources
Echo Global Logistics January 2011 - Present
HRInsights October 2010 - September 2011
UBS May 2008 - August 2009
Skills
Online Marketing, Marketing, Market Research, Sales, Social Media, Social Media Marketing, Microsoft Office, Management, Cold Calling, Salesforce.com, Social Networking, Facebook, Account Management, Leadership, Event Planning, Market Analysis
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2006 — 2010
Economics, Strategic Management & Human Resources
Sharon Forscher's UBS Experience March 2012 - June 2012
Job Officer at US Federal Government
Industry Government Administration
Experience
US Federal Government March 2013 - Present
UBS March 2012 - June 2012
Annenberg Center for the Performing Arts 2011 - 2011
Penn Law Immigrant Rights Project & Iraqi Refugee Assistance Project 2009 - 2011
The New York International Fringe Festival August 2006 - August 2010
Penn Law Transnational Legal Clinic September 2008 - December 2008
Philadelphia Volunteer Lawyers for the Arts June 2008 - August 2008
Swarthmore College 2005 - 2007
Envoy Technologies June 2004 - August 2005
Skills
Immigration Law, Writing, Editing, Research, U.S. Immigration, Employment-based..., Customer Relations, HTML
Education
University of Pennsylvania Law School 2007 — 2011
Juris Doctor, Law
Swarthmore College 2003 — 2007
Bachelor of Arts, Political Science
US Federal Government March 2013 - Present
UBS March 2012 - June 2012
Annenberg Center for the Performing Arts 2011 - 2011
Penn Law Immigrant Rights Project & Iraqi Refugee Assistance Project 2009 - 2011
The New York International Fringe Festival August 2006 - August 2010
Penn Law Transnational Legal Clinic September 2008 - December 2008
Philadelphia Volunteer Lawyers for the Arts June 2008 - August 2008
Swarthmore College 2005 - 2007
Envoy Technologies June 2004 - August 2005
Skills
Immigration Law, Writing, Editing, Research, U.S. Immigration, Employment-based..., Customer Relations, HTML
Education
University of Pennsylvania Law School 2007 — 2011
Juris Doctor, Law
Swarthmore College 2003 — 2007
Bachelor of Arts, Political Science
Scott Stauffer's UBS Experience March 1998 - April 2010
Job Northwest Illinois Complex Manager
Industry Financial Services
Experience
Raymond James April 2010 - Present
UBS March 1998 - April 2010
Skills
Financial Advisory, Securities, Wealth Management, Mutual Funds, Series 7, Investments, Retirement Planning, Business Analysis, Banking, Asset Allocation, Team Leadership, Series 63, Microsoft Excel, Finance, FINRA, Bloomberg, Project Management, Portfolio Management, Fixed Income, Sales Management, Investment Advisory, Alternative Investments, Equities, Series 24, Asset Management, Financial Services, Series 65, ETFs, Investment Strategies, Hedge Funds, Bonds, Trading, Risk Management, Uniform Combined State..., Relationship Management
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS), TDM/Marketing
Raymond James April 2010 - Present
UBS March 1998 - April 2010
Skills
Financial Advisory, Securities, Wealth Management, Mutual Funds, Series 7, Investments, Retirement Planning, Business Analysis, Banking, Asset Allocation, Team Leadership, Series 63, Microsoft Excel, Finance, FINRA, Bloomberg, Project Management, Portfolio Management, Fixed Income, Sales Management, Investment Advisory, Alternative Investments, Equities, Series 24, Asset Management, Financial Services, Series 65, ETFs, Investment Strategies, Hedge Funds, Bonds, Trading, Risk Management, Uniform Combined State..., Relationship Management
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS), TDM/Marketing
Frederick L. Mirbach, Jr.'s UBS Experience 1994 - 2005
Job Divisional Vice President at AIG Financial Distributors
Industry Financial Services
Experience
AIG Financial Distributors February 2015 - Present
Destra Capital Investments January 2012 - January 2015
Secure Investors Group May 2011 - May 2012
Merrill Lynch March 2010 - September 2010
UBS 1994 - 2005
Education
Susquehanna University 1969 — 1973
B.A., Communication and Theatre Arts
AIG Financial Distributors February 2015 - Present
Destra Capital Investments January 2012 - January 2015
Secure Investors Group May 2011 - May 2012
Merrill Lynch March 2010 - September 2010
UBS 1994 - 2005
Education
Susquehanna University 1969 — 1973
B.A., Communication and Theatre Arts
Ron Guilbeault's UBS Experience June 2006 - Present
Job Compliance Officer at UBS
Industry Financial Services
Experience
UBS June 2006 - Present
Financial Industry Regulatory Authority June 2004 - June 2006
Education
Syracuse University
Bachelor of Science (BS), Finance, General, 3.67
UBS June 2006 - Present
Financial Industry Regulatory Authority June 2004 - June 2006
Education
Syracuse University
Bachelor of Science (BS), Finance, General, 3.67
Tara Shulman's UBS Experience October 2012 - Present
Job Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS October 2012 - Present
UBS June 2011 - August 2011
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
UBS October 2012 - Present
UBS June 2011 - August 2011
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Saif Z. Omer's UBS Experience June 2010 - February 2011
Job Investment Analyst | Investment Advisor at E & G Advisors, LP
Industry Financial Services
Experience
E & G Advisors, LP September 2012 - Present
Waddell & Reed May 2011 - August 2012
UBS June 2010 - February 2011
Neiman Marcus 2004 - 2010
Skills
Investments, Finance, Asset Allocation, Financial Analysis, Portfolio Management, Strategic Financial..., Asset Management, Wealth Management, Series 7, Series 63, Series 65
Education
Syracuse University 2001 — 2004
Computer Science
University of Phoenix 2010 — 2011
Business Management, Finance
Dale Carnegie
Syracuse University 2001 — 2004
Computer Science
E & G Advisors, LP September 2012 - Present
Waddell & Reed May 2011 - August 2012
UBS June 2010 - February 2011
Neiman Marcus 2004 - 2010
Skills
Investments, Finance, Asset Allocation, Financial Analysis, Portfolio Management, Strategic Financial..., Asset Management, Wealth Management, Series 7, Series 63, Series 65
Education
Syracuse University 2001 — 2004
Computer Science
University of Phoenix 2010 — 2011
Business Management, Finance
Dale Carnegie
Syracuse University 2001 — 2004
Computer Science
Troy Lindsay's UBS Experience July 2008 - Present
Job Computer Field Engineer at UBS
Industry Financial Services
Experience
UBS July 2008 - Present
Skills
PowerPoint, Trading Systems, Fixed Income, Equities, Derivatives, Unix, Market Data, Oracle, Business Analysis, Electronic Trading
Education
Syracuse University 1983 — 1988
BS, Electrical and Electronics Engineering
UBS July 2008 - Present
Skills
PowerPoint, Trading Systems, Fixed Income, Equities, Derivatives, Unix, Market Data, Oracle, Business Analysis, Electronic Trading
Education
Syracuse University 1983 — 1988
BS, Electrical and Electronics Engineering
Jose Bernier's UBS Experience August 1987 - Present
Job Senior Vice President Investments at UBS
Industry Financial Services
Experience
UBS August 1987 - Present
Merrill Lynch Capital Markets Puerto Rico July 1986 - August 1987
First Boston Corporation Puerto Rico May 1983 - June 1986
E.F. Hutton Puerto Rico Inc. November 1981 - March 1983
Citicorp Financial Services,Inc. October 1980 - November 1981
CITIBANK, N.A. June 1973 - October 1980
Education
Syracuse University - Martin J. Whitman School of Management 1971 — 1973
Master of Business Administration (MBA), Production Management/International Marketing
InterAmerican University Puerto Rico 1966 — 1970
Bachelor of Business Administration (B.B.A.), Accounting and Finance
UBS August 1987 - Present
Merrill Lynch Capital Markets Puerto Rico July 1986 - August 1987
First Boston Corporation Puerto Rico May 1983 - June 1986
E.F. Hutton Puerto Rico Inc. November 1981 - March 1983
Citicorp Financial Services,Inc. October 1980 - November 1981
CITIBANK, N.A. June 1973 - October 1980
Education
Syracuse University - Martin J. Whitman School of Management 1971 — 1973
Master of Business Administration (MBA), Production Management/International Marketing
InterAmerican University Puerto Rico 1966 — 1970
Bachelor of Business Administration (B.B.A.), Accounting and Finance
James Lutzko's UBS Experience 2010 - 2011
Job AVP, Due Diligence Precision and Reporting Analyst (Global Financial Institutions) at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Wells Fargo July 2011 - October 2014
UBS 2010 - 2011
Skills
Financial Analysis, Financial Modeling, Internal Controls, Finance, Financial Reporting, Financial Risk, Internal Audit, Sarbanes-Oxley Act, Auditing, Risk Management, Microsoft Word
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo October 2014 - Present
Wells Fargo July 2011 - October 2014
UBS 2010 - 2011
Skills
Financial Analysis, Financial Modeling, Internal Controls, Finance, Financial Reporting, Financial Risk, Internal Audit, Sarbanes-Oxley Act, Auditing, Risk Management, Microsoft Word
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Scott Ayres's UBS Experience
Job Sr. Vice President Investments, UBS
Industry Financial Services
Experience
UBS
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Risk Management, Financial Analysis, Banking, Strategic Planning, Strategic Financial..., Financial Modeling, Portfolio Management, Wealth Management, Series 7
Education
Syracuse University - Martin J. Whitman School of Management 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Marketing-Finance
UBS
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Risk Management, Financial Analysis, Banking, Strategic Planning, Strategic Financial..., Financial Modeling, Portfolio Management, Wealth Management, Series 7
Education
Syracuse University - Martin J. Whitman School of Management 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Marketing-Finance
Kyle Laird's UBS Experience May 2007 - August 2007
Job Operations Manager at Total Bank Solutions
Industry Financial Services
Experience
Total Bank Solutions March 2010 - Present
Total Bank Solutions October 2008 - March 2010
UBS May 2007 - August 2007
Skills
Credit
Education
Susquehanna University 2004 — 2008
B.S., Business Administrations, Finance Emphasis
Total Bank Solutions March 2010 - Present
Total Bank Solutions October 2008 - March 2010
UBS May 2007 - August 2007
Skills
Credit
Education
Susquehanna University 2004 — 2008
B.S., Business Administrations, Finance Emphasis
Justin Kaskel's UBS Experience August 2012 - February 2014
Job Analyst at Advance Vixeid Partners
Industry Financial Services
Experience
Advance Vixeid Partners September 2015 - Present
Advance Publications Inc. February 2014 - September 2015
UBS August 2012 - February 2014
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Advance Vixeid Partners September 2015 - Present
Advance Publications Inc. February 2014 - September 2015
UBS August 2012 - February 2014
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Ranjani Pallem's UBS Experience March 2009 - May 2010
Job Business Analyst
Industry Information Technology and Services
Experience
NGA Group October 2011 - Present
UBS March 2009 - May 2010
Franklin Templeton Investments July 2007 - April 2008
Bank of America January 2006 - September 2006
ADP March 2004 - December 2005
Skills
Functional Requirements, Fit/Gap Analysis, Requirements Gathering, Quality Center, SDLC, Regression Testing, User Acceptance Testing, Test Management, QTP, Business Analysis, Test Planning, Requirements Analysis, Manual Testing, System Testing, Test Automation, Test Strategy, Software Project..., Test Cases, SQL, Use Case Diagrams
Education
AP
Symbiosis institute of Management Studies
NGA Group October 2011 - Present
UBS March 2009 - May 2010
Franklin Templeton Investments July 2007 - April 2008
Bank of America January 2006 - September 2006
ADP March 2004 - December 2005
Skills
Functional Requirements, Fit/Gap Analysis, Requirements Gathering, Quality Center, SDLC, Regression Testing, User Acceptance Testing, Test Management, QTP, Business Analysis, Test Planning, Requirements Analysis, Manual Testing, System Testing, Test Automation, Test Strategy, Software Project..., Test Cases, SQL, Use Case Diagrams
Education
AP
Symbiosis institute of Management Studies
Jordan Fitzpatrick's UBS Experience March 2015 - Present
Job CAIP Event Capture Analyst at UBS
Industry Financial Services
Experience
UBS March 2015 - Present
Education
Tennessee Technological University 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
UBS March 2015 - Present
Education
Tennessee Technological University 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
Kyle Sonnenberg's UBS Experience May 2010 - August 2010
Job
Industry Computer Software
Experience
Chick-fil-A-Franchise March 2014 - February 2015
Rulesware August 2012 - January 2014
Bay State Consulting Inc June 2011 - August 2011
UBS May 2010 - August 2010
Montreat Conference Center 2007 - 2009
Education
Taylor University 2008 — 2012
BS, Accounting and Information Systems, 3.4
Charles D. Owen High School 2004 — 2008
High School Diploma
Chick-fil-A-Franchise March 2014 - February 2015
Rulesware August 2012 - January 2014
Bay State Consulting Inc June 2011 - August 2011
UBS May 2010 - August 2010
Montreat Conference Center 2007 - 2009
Education
Taylor University 2008 — 2012
BS, Accounting and Information Systems, 3.4
Charles D. Owen High School 2004 — 2008
High School Diploma
Clodagh Kennedy's UBS Experience April 2005 - March 2007
Job Distressed Debt Analyst at DCF Capital
Industry Investment Management
Experience
DCF Capital June 2014 - Present
DCF Capital January 2010 - May 2014
Swiss Re July 2007 - December 2009
UBS April 2005 - March 2007
Education
Swansea University
Bachelor of Science (BS), Economics
DCF Capital June 2014 - Present
DCF Capital January 2010 - May 2014
Swiss Re July 2007 - December 2009
UBS April 2005 - March 2007
Education
Swansea University
Bachelor of Science (BS), Economics
Daniel Levene's UBS Experience 2002 - 2003
Job Account Executive at Financial Services
Industry Financial Services
Experience
Financial Services August 2014 - Present
Hanson McClain Advisors October 2012 - July 2014
brokersXpress LLC July 2010 - August 2012
Pointe Capital/JHS Capital Advisors May 2004 - September 2010
Sterling Financial Investment Group 2003 - 2004
Sterling Financial Investment Group 2003 - 2004
UBS 2002 - 2003
Prudential Securities 1993 - 1997
Education
Syracuse University 1974 — 1978
Bachelor's Degree
Financial Services August 2014 - Present
Hanson McClain Advisors October 2012 - July 2014
brokersXpress LLC July 2010 - August 2012
Pointe Capital/JHS Capital Advisors May 2004 - September 2010
Sterling Financial Investment Group 2003 - 2004
Sterling Financial Investment Group 2003 - 2004
UBS 2002 - 2003
Prudential Securities 1993 - 1997
Education
Syracuse University 1974 — 1978
Bachelor's Degree
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.