UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
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UBS Employees
Employee
Years
Job
Industry
Stephen F. Cleary Stephen F. Cleary's UBS Experience May 2009 - June 2010
Job Financial Analyst II at Blackbaud
Industry Computer Software
Experience
Blackbaud January 2014 - Present
Blackbaud May 2013 - December 2013
Abercrombie & Fitch May 2012 - April 2013
Prudential Financial September 2011 - June 2012
UBS May 2009 - June 2010
Skills
Financial Analysis, Microsoft Office, Corporate Finance, Investments, Financial Modeling, Headcount Management, Human Resources, SAP ERP, Accounting, Data Mining, PeopleSoft, RMS, Crystal Reports, Cross-functional Team..., Physical Inventory, Auditing, Asset Allocation, Account Reconciliation, Strategic Financial..., Retirement Planning, Wealth Management, Financial Reporting, Event Planning, Presentations, Hands-on Training, Team Leadership
Education
The Citadel 2014 — 2016
Master of Business Administration (M.B.A.)
The Ohio State University 2007 — 2011
B. S. of Business Administration, Finance
Blackbaud January 2014 - Present
Blackbaud May 2013 - December 2013
Abercrombie & Fitch May 2012 - April 2013
Prudential Financial September 2011 - June 2012
UBS May 2009 - June 2010
Skills
Financial Analysis, Microsoft Office, Corporate Finance, Investments, Financial Modeling, Headcount Management, Human Resources, SAP ERP, Accounting, Data Mining, PeopleSoft, RMS, Crystal Reports, Cross-functional Team..., Physical Inventory, Auditing, Asset Allocation, Account Reconciliation, Strategic Financial..., Retirement Planning, Wealth Management, Financial Reporting, Event Planning, Presentations, Hands-on Training, Team Leadership
Education
The Citadel 2014 — 2016
Master of Business Administration (M.B.A.)
The Ohio State University 2007 — 2011
B. S. of Business Administration, Finance
Steve Armaly Steve Armaly's UBS Experience September 2004 - Present
Job First Vice President Wealth Management UBS
Industry Investment Management
Experience
UBS September 2004 - Present
Fluor Corporation January 2002 - August 2004
PricewaterhouseCoopers October 2000 - December 2002
Skills
Strategic Planning, Management, Portfolio Management, Financial Planning, Retirement Planning, Investments, Strategy, Wealth Management, Budgets, Equities, Strategic Financial..., Risk Management, Mutual Funds, Asset Management, Financial Analysis, Financial Modeling, Series 7, Asset Allocation, Insurance
Education
The Citadel 1992 — 1996
B.S. Business, Accounting
UBS September 2004 - Present
Fluor Corporation January 2002 - August 2004
PricewaterhouseCoopers October 2000 - December 2002
Skills
Strategic Planning, Management, Portfolio Management, Financial Planning, Retirement Planning, Investments, Strategy, Wealth Management, Budgets, Equities, Strategic Financial..., Risk Management, Mutual Funds, Asset Management, Financial Analysis, Financial Modeling, Series 7, Asset Allocation, Insurance
Education
The Citadel 1992 — 1996
B.S. Business, Accounting
Arthur Scott Arthur Scott's UBS Experience February 2006 - Present
Job
Industry Financial Services
Experience
UBS February 2006 - Present
Merrill Lynch September 1998 - February 2006
Skills
Wealth Management, Equities, Fixed Income, Series 7, Series 63, Retirement Planning, Mutual Funds, Asset Allocation, Investments, Investment Advisory, Portfolio Management, Alternative Investments, Securities, Asset Management, Investment Strategies, Financial Planning, Retirement, Options, Investment Management, Credit, Life Insurance, Mortgage Lending, Series 65, Series 8, Structured Commodities, Finance
Education
Tarrant County College
Associate's degree, Mechanical Engineering
Texas Wesleyan University
Bachelor of Science (BS), Business/Commerce, General
UBS February 2006 - Present
Merrill Lynch September 1998 - February 2006
Skills
Wealth Management, Equities, Fixed Income, Series 7, Series 63, Retirement Planning, Mutual Funds, Asset Allocation, Investments, Investment Advisory, Portfolio Management, Alternative Investments, Securities, Asset Management, Investment Strategies, Financial Planning, Retirement, Options, Investment Management, Credit, Life Insurance, Mortgage Lending, Series 65, Series 8, Structured Commodities, Finance
Education
Tarrant County College
Associate's degree, Mechanical Engineering
Texas Wesleyan University
Bachelor of Science (BS), Business/Commerce, General
Cynthia Powell Cynthia Powell's UBS Experience August 1991 - September 1998
Job Vice President at Citi
Industry Financial Services
Experience
Citi August 2011 - Present
Deutsche Bank November 1998 - July 2011
UBS August 1991 - September 1998
Elaine Markson Literary Agency 1989 - 1990
Skills
Conversational Spanish...., Equities, Capital Markets, Loans, Banking, Finance, Portfolio Management, Fixed Income, Project Finance
Education
The George Washington University 1979 — 1984
Bachelor of Arts (BA), American Literature (United States)
Watchung Hills Regional High School
Citi August 2011 - Present
Deutsche Bank November 1998 - July 2011
UBS August 1991 - September 1998
Elaine Markson Literary Agency 1989 - 1990
Skills
Conversational Spanish...., Equities, Capital Markets, Loans, Banking, Finance, Portfolio Management, Fixed Income, Project Finance
Education
The George Washington University 1979 — 1984
Bachelor of Arts (BA), American Literature (United States)
Watchung Hills Regional High School
Serena Silvan's UBS Experience September 2015 - Present
Job New Financial Advisor Program at UBS Financial Services
Industry Financial Services
Experience
UBS September 2015 - Present
Merrill Lynch February 2015 - September 2015
Ferrari and Maserati of Newport Beach May 2014 - August 2014
Relativity Media May 2013 - June 2013
Skills
Microsoft Office, Fluent in spoken and..., Social Media, Social Media Marketing, Marketing Communications, Market Research, Advertising, Teamwork, Customer Service, Marketing, Marketing Strategy, Sales, PowerPoint, Public Speaking, Social Networking, Microsoft Word, Microsoft Excel
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2015
International Marketing
UBS September 2015 - Present
Merrill Lynch February 2015 - September 2015
Ferrari and Maserati of Newport Beach May 2014 - August 2014
Relativity Media May 2013 - June 2013
Skills
Microsoft Office, Fluent in spoken and..., Social Media, Social Media Marketing, Marketing Communications, Market Research, Advertising, Teamwork, Customer Service, Marketing, Marketing Strategy, Sales, PowerPoint, Public Speaking, Social Networking, Microsoft Word, Microsoft Excel
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2015
International Marketing
William McClatchy's UBS Experience February 2014 - April 2014
Job Intern at Stifel Financial Corp.
Industry Financial Services
Experience
Rolling Green GC June 2007 - Present
Stifel Financial Corp. May 2014 - August 2014
UBS February 2014 - April 2014
Haverford Township Recreation Department June 2011 - August 2013
Catholic University of America August 2011 - May 2013
Skills
Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Microsoft Word, Social Networking, Teamwork, Accounting, Public Speaking, Customer Service, Finance, Sales, Research, Social Media, Team Leadership
Education
The Catholic University of America 2011 — 2015
BSBA, Finance
Archbishop Carroll High School
Rolling Green GC June 2007 - Present
Stifel Financial Corp. May 2014 - August 2014
UBS February 2014 - April 2014
Haverford Township Recreation Department June 2011 - August 2013
Catholic University of America August 2011 - May 2013
Skills
Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Microsoft Word, Social Networking, Teamwork, Accounting, Public Speaking, Customer Service, Finance, Sales, Research, Social Media, Team Leadership
Education
The Catholic University of America 2011 — 2015
BSBA, Finance
Archbishop Carroll High School
Eric Su's UBS Experience March 2012 - June 2012
Job Actuarial Assistant at Symetra
Industry Financial Services
Experience
Symetra May 2015 - Present
Symetra February 2015 - May 2015
Public Financial Management February 2014 - November 2014
PrepNorthwest March 2013 - October 2013
SBY Translation Co June 2012 - September 2012
UBS March 2012 - June 2012
Alaskan General Seafood Inc June 2011 - July 2011
U.S. Census Bureau January 2011 - May 2011
Skills
Microsoft Excel, Teamwork, Data Entry, Economics, Research, Leadership, Management, Financial Modeling
Education
University of Washington 2009 — 2013
Bachelor of Science (BS), Economics
Western Reserve Academy 2005 — 2009
High School Diploma
Thammasat University
Thammasat University
Symetra May 2015 - Present
Symetra February 2015 - May 2015
Public Financial Management February 2014 - November 2014
PrepNorthwest March 2013 - October 2013
SBY Translation Co June 2012 - September 2012
UBS March 2012 - June 2012
Alaskan General Seafood Inc June 2011 - July 2011
U.S. Census Bureau January 2011 - May 2011
Skills
Microsoft Excel, Teamwork, Data Entry, Economics, Research, Leadership, Management, Financial Modeling
Education
University of Washington 2009 — 2013
Bachelor of Science (BS), Economics
Western Reserve Academy 2005 — 2009
High School Diploma
Thammasat University
Thammasat University
Andrew Hernandez Andrew Hernandez's UBS Experience November 2014 - Present
Job Complex Operations Manager at UBS
Industry Financial Services
Experience
UBS November 2014 - Present
Merrill Edge November 2011 - Present
Federated Investors February 2010 - April 2011
Chase February 2007 - October 2009
Wells Fargo May 2005 - August 2005
Education
University of Houston-Victoria 2012 — 2016
Master of Business Administration (MBA), 3.5
Texas A&M University 2002 — 2006
Bachelor of Science (BS)
UBS November 2014 - Present
Merrill Edge November 2011 - Present
Federated Investors February 2010 - April 2011
Chase February 2007 - October 2009
Wells Fargo May 2005 - August 2005
Education
University of Houston-Victoria 2012 — 2016
Master of Business Administration (MBA), 3.5
Texas A&M University 2002 — 2006
Bachelor of Science (BS)
Cassius Jones's UBS Experience July 2012 - June 2015
Job Growth at Smarking Inc.
Industry Computer Software
Experience
Smarking Inc. June 2015 - Present
UBS July 2012 - June 2015
Skills
Research, Securities, Capital Markets, Equity Research, Strategy, Economics, Social Media, Leadership, Public Speaking
Education
The College of William and Mary - The Mason School of Business 2008 — 2012
Bachelor of Arts (B.A.), Finance
Smarking Inc. June 2015 - Present
UBS July 2012 - June 2015
Skills
Research, Securities, Capital Markets, Equity Research, Strategy, Economics, Social Media, Leadership, Public Speaking
Education
The College of William and Mary - The Mason School of Business 2008 — 2012
Bachelor of Arts (B.A.), Finance
Lori Anderson-Martinez Lori Anderson-Martinez's UBS Experience February 2008 - December 2012
Job Marketing & Sales Director at Dr. Shel Wellness & Medical Spa
Industry Medical Practice
Experience
Dr. Shel Wellness & Medical Spa July 2013 - Present
CEMEX December 2012 - July 2013
The Write Plate December 2008 - December 2012
UBS February 2008 - December 2012
Morgan Stanley May 1998 - June 2004
McCann February 1996 - May 1998
Nine West Group September 1994 - December 1995
Skills
Sandler, Sales, Training, Management, Leadership, Market Research, Budgets, Marketing, SAP, Risk Management, Negotiation, Purchasing, Advertising, Strategy, Microsoft Office, Sales Management, PowerPoint, CRM, Team Building, Account Management, Customer Service, Forecasting, Sales Operations, Direct Sales, New Business Development, Sales Process, Salesforce.com, Time Management, Cold Calling, Contract Negotiation
Education
American University of Paris
The Art Institute International - Dallas
Associate of Arts and Sciences (AAS), Fashion Merchandising, 3.7
The University of Texas at San Antonio 1992 — 1993
General Studies
Dr. Shel Wellness & Medical Spa July 2013 - Present
CEMEX December 2012 - July 2013
The Write Plate December 2008 - December 2012
UBS February 2008 - December 2012
Morgan Stanley May 1998 - June 2004
McCann February 1996 - May 1998
Nine West Group September 1994 - December 1995
Skills
Sandler, Sales, Training, Management, Leadership, Market Research, Budgets, Marketing, SAP, Risk Management, Negotiation, Purchasing, Advertising, Strategy, Microsoft Office, Sales Management, PowerPoint, CRM, Team Building, Account Management, Customer Service, Forecasting, Sales Operations, Direct Sales, New Business Development, Sales Process, Salesforce.com, Time Management, Cold Calling, Contract Negotiation
Education
American University of Paris
The Art Institute International - Dallas
Associate of Arts and Sciences (AAS), Fashion Merchandising, 3.7
The University of Texas at San Antonio 1992 — 1993
General Studies
Zachary McDonald Zachary McDonald's UBS Experience May 2014 - August 2014
Job Student at Texas A&M
Industry Financial Services
Experience
UBS May 2014 - August 2014
Ridglea Country Club April 2012 - August 2012
Skills
Customer Service, Microsoft Office
Education
Texas A&M University 2012 — 2016
Bachelor's degree, Agricultural Economics
Texas A&M University at Galveston 2012 — 2013
UBS May 2014 - August 2014
Ridglea Country Club April 2012 - August 2012
Skills
Customer Service, Microsoft Office
Education
Texas A&M University 2012 — 2016
Bachelor's degree, Agricultural Economics
Texas A&M University at Galveston 2012 — 2013
Joseph Eakin Joseph Eakin's UBS Experience April 2001 - May 2004
Job Branch Manager at LPL Finanical
Industry Financial Services
Experience
LPL Finanical May 2004 - Present
LPL Finanical May 2004 - Present
UBS April 2001 - May 2004
Skills
Retirement Planning, Wealth Management, Investments, Portfolio Management, Asset Management, Asset Allocation, Finance, Financial Advisory, Financial Risk, Wealth, Investment Strategies
Education
Texas A&M University 1978 — 1983
Bachelor of Business Administration
Mexia High School 1975 — 1978
LPL Finanical May 2004 - Present
LPL Finanical May 2004 - Present
UBS April 2001 - May 2004
Skills
Retirement Planning, Wealth Management, Investments, Portfolio Management, Asset Management, Asset Allocation, Finance, Financial Advisory, Financial Risk, Wealth, Investment Strategies
Education
Texas A&M University 1978 — 1983
Bachelor of Business Administration
Mexia High School 1975 — 1978
Elyse Cochran's UBS Experience May 2006 - August 2006
Job Credit Underwriter at TEAM Funding Solutions
Industry Financial Services
Experience
TEAM Funding Solutions January 2014 - Present
NIA Consulting, a division of Interthinx July 2009 - January 2014
Texas A&M University August 2008 - June 2009
The Driskill Hotel June 2008 - August 2008
StubHub August 2006 - December 2007
UBS May 2006 - August 2006
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Analysis, Finance, Auditing, Sales, Management, Marketing, Budgets
Education
Texas A&M University - Mays Business School 2005 — 2009
Business, Finance, French
College International de Cannes 2007 — 2007
French Language
TEAM Funding Solutions January 2014 - Present
NIA Consulting, a division of Interthinx July 2009 - January 2014
Texas A&M University August 2008 - June 2009
The Driskill Hotel June 2008 - August 2008
StubHub August 2006 - December 2007
UBS May 2006 - August 2006
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Analysis, Finance, Auditing, Sales, Management, Marketing, Budgets
Education
Texas A&M University - Mays Business School 2005 — 2009
Business, Finance, French
College International de Cannes 2007 — 2007
French Language
Jessica Tetirick, CPA's UBS Experience June 2007 - July 2007
Job Assurance Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP June 2014 - Present
Hartman Leito & Bolt LLP January 2010 - May 2014
Protiviti June 2008 - August 2008
UBS June 2007 - July 2007
Skills
CPA, Accounting, Auditing, Financial Reporting, US GAAP
Education
Texas A&M University - Mays Business School 2005 — 2009
BBA, Accounting, Finance
Fort Worth Country Day
BDO USA, LLP June 2014 - Present
Hartman Leito & Bolt LLP January 2010 - May 2014
Protiviti June 2008 - August 2008
UBS June 2007 - July 2007
Skills
CPA, Accounting, Auditing, Financial Reporting, US GAAP
Education
Texas A&M University - Mays Business School 2005 — 2009
BBA, Accounting, Finance
Fort Worth Country Day
Bailey Hollins Bailey Hollins's UBS Experience December 2009 - July 2010
Job Small Business Sales Representative at ADP
Industry Financial Services
Experience
Daiichi Sankyo, Inc. April 2015 - Present
ADP August 2014 - April 2015
Merrill Lynch May 2013 - August 2013
UBS December 2009 - July 2010
Snoopy's Pier February 2009 - July 2009
Skills
Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Social Networking, Data Analysis, Strategic Thinking, Microsoft Office, Typing, Filing, Research, Organizing, Sales, Team Building, Team Leadership, Cooperation
Education
Texas A&M University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Daiichi Sankyo, Inc. April 2015 - Present
ADP August 2014 - April 2015
Merrill Lynch May 2013 - August 2013
UBS December 2009 - July 2010
Snoopy's Pier February 2009 - July 2009
Skills
Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Social Networking, Data Analysis, Strategic Thinking, Microsoft Office, Typing, Filing, Research, Organizing, Sales, Team Building, Team Leadership, Cooperation
Education
Texas A&M University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Chris Ney's UBS Experience 1993 - 1995
Job Chairman & CEO at Magnitude Software, Inc.
Industry Computer Software
Experience
Magnitude Software 2014 - Present
Silverback Enterprise Group 2010 - 2014
Trilogy 2008 - 2011
CoreTrac, Inc. 1998 - 2008
ProFinancial Group, Inc. 1995 - 1998
UBS 1993 - 1995
Lehman Brothers 1990 - 1993
Education
Texas A&M University 1986 — 1990
BS, Economics & Marketing
Magnitude Software 2014 - Present
Silverback Enterprise Group 2010 - 2014
Trilogy 2008 - 2011
CoreTrac, Inc. 1998 - 2008
ProFinancial Group, Inc. 1995 - 1998
UBS 1993 - 1995
Lehman Brothers 1990 - 1993
Education
Texas A&M University 1986 — 1990
BS, Economics & Marketing
Amy Templin Amy Templin's UBS Experience July 2012 - August 2012
Job Mathematical Economics and Latin Double Major at Wake Forest University
Industry Financial Services
Experience
Alphabet School June 2015 - Present
EHS Support June 2013 - August 2013
UBS July 2012 - August 2012
Education
Wake Forest University 2011 — 2015
Bachelor’s Degree, Mathematical Economics
The American University of Rome 2013 — 2013
Alphabet School June 2015 - Present
EHS Support June 2013 - August 2013
UBS July 2012 - August 2012
Education
Wake Forest University 2011 — 2015
Bachelor’s Degree, Mathematical Economics
The American University of Rome 2013 — 2013
Sean Lockier's UBS Experience June 2008 - August 2008
Job Project Manager Site Engineer at Ruggiero and Plante Land Design
Industry Civil Engineering
Experience
Ruggiero and Plante Land Design August 2014 - Present
Dewberry October 2013 - August 2014
Wychwood Gardens Appartment Complex June 2009 - September 2013
US Environmental Protection Agency (EPA) June 2012 - August 2012
UBS June 2008 - August 2008
Skills
Matlab, AutoCAD, Microsoft Office, Mathematica, C++, Civil Engineering, PowerPoint, Microsoft Excel, Microsoft Word, ANSYS, Surveying, CAD
Education
The College of New Jersey 2009 — 2013
Bachelor of Science (B.S.), Civil Engineering
Ruggiero and Plante Land Design August 2014 - Present
Dewberry October 2013 - August 2014
Wychwood Gardens Appartment Complex June 2009 - September 2013
US Environmental Protection Agency (EPA) June 2012 - August 2012
UBS June 2008 - August 2008
Skills
Matlab, AutoCAD, Microsoft Office, Mathematica, C++, Civil Engineering, PowerPoint, Microsoft Excel, Microsoft Word, ANSYS, Surveying, CAD
Education
The College of New Jersey 2009 — 2013
Bachelor of Science (B.S.), Civil Engineering
Adam Reis Adam Reis's UBS Experience April 2007 - January 2015
Job Senior Systems Engineer
Industry Law Practice
Experience
UBS April 2007 - January 2015
Manpower February 2007 - March 2007
UBS Financial Services November 2006 - February 2007
Greenbaum and Orecchio, Inc June 2006 - September 2006
Alexander Communications Group, Inc August 2000 - June 2006
Skills
ITIL Certified, CompTIA A+ Certification, CompTIA Network+..., Technical Support, Computer Hardware, Hardware, Access, Help Desk Support, Information Technology, Microsoft Office, Networking, Troubleshooting, Windows, Windows 7
Education
Chubb Institute 2005 — 2006
UBS, Computer Networking and Security
The College of New Jersey 1993 — 1996
Bachelor of Science (B.S.), Marketing
The College of New Jersey 1993 — 1996
Bachelor's degree, Marketing
UBS April 2007 - January 2015
Manpower February 2007 - March 2007
UBS Financial Services November 2006 - February 2007
Greenbaum and Orecchio, Inc June 2006 - September 2006
Alexander Communications Group, Inc August 2000 - June 2006
Skills
ITIL Certified, CompTIA A+ Certification, CompTIA Network+..., Technical Support, Computer Hardware, Hardware, Access, Help Desk Support, Information Technology, Microsoft Office, Networking, Troubleshooting, Windows, Windows 7
Education
Chubb Institute 2005 — 2006
UBS, Computer Networking and Security
The College of New Jersey 1993 — 1996
Bachelor of Science (B.S.), Marketing
The College of New Jersey 1993 — 1996
Bachelor's degree, Marketing
Bill Asbell Bill Asbell's UBS Experience February 2006 - December 2007
Job President/CEO/Partner at Virginia Fitness, LLC and Dignus Holdings, LLC
Industry Health, Wellness and Fitness
Experience
Virginia Fitness LLC and Dignus Holdings, LLC 2007 - Present
UBS February 2006 - December 2007
Direct Capital Corporation 2005 - 2006
The College Network January 2004 - 2005
Laureate Online Education 1998 - 2004
Teacher, Self-Employed 1991 - 1996
Skills
Sales, Contract Negotiation, Franchise Management, Selling, Entrepreneurship, Strategic Planning, Sales Management, Marketing, Account Management, New Business Development, Small Business, Team Building, Customer Service, Direct Sales, Social Media Marketing, Negotiation, Lead Generation, Social Networking, Public Speaking, Coaching, Social Media, Advertising, Online Advertising, Sales Presentations, Healthcare, Microsoft Office, Marketing Strategy, Teaching, Salesforce.com, Leadership, Business Development, Business Strategy, Online Marketing, Strategy
Education
University College Dublin 1991 — 1992
Master of Arts (M.A.) Anglo-Irish Lit. and Drama, Valedictorian
The Catholic University of America 1984 — 1989
B.A., English/Philosophy
Virginia Fitness LLC and Dignus Holdings, LLC 2007 - Present
UBS February 2006 - December 2007
Direct Capital Corporation 2005 - 2006
The College Network January 2004 - 2005
Laureate Online Education 1998 - 2004
Teacher, Self-Employed 1991 - 1996
Skills
Sales, Contract Negotiation, Franchise Management, Selling, Entrepreneurship, Strategic Planning, Sales Management, Marketing, Account Management, New Business Development, Small Business, Team Building, Customer Service, Direct Sales, Social Media Marketing, Negotiation, Lead Generation, Social Networking, Public Speaking, Coaching, Social Media, Advertising, Online Advertising, Sales Presentations, Healthcare, Microsoft Office, Marketing Strategy, Teaching, Salesforce.com, Leadership, Business Development, Business Strategy, Online Marketing, Strategy
Education
University College Dublin 1991 — 1992
Master of Arts (M.A.) Anglo-Irish Lit. and Drama, Valedictorian
The Catholic University of America 1984 — 1989
B.A., English/Philosophy
Jeremy Medina Jeremy Medina's UBS Experience January 2013 - June 2013
Job Financial Controller at Flexco Microwave Inc.
Industry Financial Services
Experience
Flexco Microwave June 2014 - Present
UBS January 2013 - June 2013
Megaphase LLC June 2010 - August 2012
Skills
PowerPoint, Microsoft Excel, Finance, Teamwork, Microsoft Office, Event Planning, Facebook, Social Media, Customer Service, Public Speaking, Research, Management, Social Networking, Sports, Accounting, Sports Management, Wealth Management..., RF, Budgeting, Financial Forecasting, Microsoft Word, Leadership
Education
The Catholic University of America 2010 — 2014
Bachelor's Degree, Finance
Sparta High School 2007 — 2010
Flexco Microwave June 2014 - Present
UBS January 2013 - June 2013
Megaphase LLC June 2010 - August 2012
Skills
PowerPoint, Microsoft Excel, Finance, Teamwork, Microsoft Office, Event Planning, Facebook, Social Media, Customer Service, Public Speaking, Research, Management, Social Networking, Sports, Accounting, Sports Management, Wealth Management..., RF, Budgeting, Financial Forecasting, Microsoft Word, Leadership
Education
The Catholic University of America 2010 — 2014
Bachelor's Degree, Finance
Sparta High School 2007 — 2010
William Billy Busch William Billy Busch's UBS Experience May 2008 - April 2009
Job Senior Vice President & Senior Investment Management Consultant for The Busch Group at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Abilene Christian University Board of Trustees 2010 - Present
Morgan Stanley Smith Barney April 2009 - Present
UBS May 2008 - April 2009
UBS January 2004 - May 2008
Merrill Lynch 1999 - 2004
Merrill Lynch 1998 - 1999
Merrill Lynch 1996 - 1998
Merrill Lynch 1995 - 1996
Major Market Banks 1982 - 1995
Skills
Financial Analysis, Series 7, Investments, Retirement Planning, Strategic Planning, Loans, Portfolio Management
Education
Texas A&M University 1977 — 1982
Bachelor of Science
University of Pennsylvania - The Wharton School
Executive Leadership Program
Abilene Christian University Board of Trustees 2010 - Present
Morgan Stanley Smith Barney April 2009 - Present
UBS May 2008 - April 2009
UBS January 2004 - May 2008
Merrill Lynch 1999 - 2004
Merrill Lynch 1998 - 1999
Merrill Lynch 1996 - 1998
Merrill Lynch 1995 - 1996
Major Market Banks 1982 - 1995
Skills
Financial Analysis, Series 7, Investments, Retirement Planning, Strategic Planning, Loans, Portfolio Management
Education
Texas A&M University 1977 — 1982
Bachelor of Science
University of Pennsylvania - The Wharton School
Executive Leadership Program
Bryan Tracey's UBS Experience January 2007 - May 2008
Job National Sales Director at DealerBuilt LightYear Dealer Technologies
Industry Computer Software
Experience
DealerBuilt - LightYear Dealer Technologies March 2014 - Present
SmartTech Enterprises February 2013 - March 2014
ADP Dealer Services May 2008 - January 2013
UBS January 2007 - May 2008
The Reynolds and Reynolds Company April 1984 - January 2007
The Reynolds and Reynolds Company September 1989 - June 1993
The Reynolds and Reynolds Company September 1988 - September 1989
The Reynolds and Reynolds Company January 1986 - September 1988
The Reynolds and Reynolds Company April 1984 - January 1986
Queen City Savings and Loan September 1978 - August 1983
Skills
Sales Operations, Customer Retention, Sales Management, Customer Satisfaction, Sales, Sales Process, Hands-on Training, Cloud Computing, Selling, Direct Sales, SAP, Salesforce.com, Account Management, Leadership, Solution Selling, Automotive, Competitive Analysis, Lead Generation, Team Building, Series 63, Territory Management, CRM, Sales Presentations, Teamwork, Cold Calling, B2B, Marketing, Management, Forecasting, Consulting, Retail, SaaS, Training, Software Industry, New Business Development, Strategic Partnerships, Business Development, Product Marketing, Strategy, Cross-functional Team..., Enterprise Software, P&L Management, Key Account Management, Product Management, Start-ups, Professional Services, Pricing, Business Planning, Channel Partners, Team Leadership
Education
The College of New Jersey 1979 — 1983
Bachelor of Science (BS), Business Administration
DealerBuilt - LightYear Dealer Technologies March 2014 - Present
SmartTech Enterprises February 2013 - March 2014
ADP Dealer Services May 2008 - January 2013
UBS January 2007 - May 2008
The Reynolds and Reynolds Company April 1984 - January 2007
The Reynolds and Reynolds Company September 1989 - June 1993
The Reynolds and Reynolds Company September 1988 - September 1989
The Reynolds and Reynolds Company January 1986 - September 1988
The Reynolds and Reynolds Company April 1984 - January 1986
Queen City Savings and Loan September 1978 - August 1983
Skills
Sales Operations, Customer Retention, Sales Management, Customer Satisfaction, Sales, Sales Process, Hands-on Training, Cloud Computing, Selling, Direct Sales, SAP, Salesforce.com, Account Management, Leadership, Solution Selling, Automotive, Competitive Analysis, Lead Generation, Team Building, Series 63, Territory Management, CRM, Sales Presentations, Teamwork, Cold Calling, B2B, Marketing, Management, Forecasting, Consulting, Retail, SaaS, Training, Software Industry, New Business Development, Strategic Partnerships, Business Development, Product Marketing, Strategy, Cross-functional Team..., Enterprise Software, P&L Management, Key Account Management, Product Management, Start-ups, Professional Services, Pricing, Business Planning, Channel Partners, Team Leadership
Education
The College of New Jersey 1979 — 1983
Bachelor of Science (BS), Business Administration
Charlie Weldon Charlie Weldon's UBS Experience December 2001 - February 2003
Job Director Financial Trading at Koch Energy Services
Industry Financial Services
Experience
Koch Energy Services June 2015 - Present
Weldon Stacey Blake Corporation January 1996 - Present
Weldon Stacey Blake Minerals LLC January 2012 - Present
Whiteside Energy LP August 2007 - March 2015
Total Gas and Power North America March 2003 - July 2007
UBS December 2001 - February 2003
Enron June 2000 - November 2001
DuPont January 1991 - July 1998
Skills
Investment Decision..., Portfolio Management, Natural Gas Trading, Business Management, Market Analysis, Risk Management, Quantitative Analysis, Commodity Markets, Natural Gas, Financial Analysis, Derivatives, Asset Management, Trading, Financial Modeling, Commodity, Investments, Options, Energy, Hedging, Management
Education
The University of Texas at Austin 1998 — 2000
MBA, Energy Finance
Texas A&M University 1986 — 1990
Bachelor of Science (BS), Electrical and Electronics Engineering
Koch Energy Services June 2015 - Present
Weldon Stacey Blake Corporation January 1996 - Present
Weldon Stacey Blake Minerals LLC January 2012 - Present
Whiteside Energy LP August 2007 - March 2015
Total Gas and Power North America March 2003 - July 2007
UBS December 2001 - February 2003
Enron June 2000 - November 2001
DuPont January 1991 - July 1998
Skills
Investment Decision..., Portfolio Management, Natural Gas Trading, Business Management, Market Analysis, Risk Management, Quantitative Analysis, Commodity Markets, Natural Gas, Financial Analysis, Derivatives, Asset Management, Trading, Financial Modeling, Commodity, Investments, Options, Energy, Hedging, Management
Education
The University of Texas at Austin 1998 — 2000
MBA, Energy Finance
Texas A&M University 1986 — 1990
Bachelor of Science (BS), Electrical and Electronics Engineering
Eli Raymond's UBS Experience December 2014 - Present
Job Index Operations Analyst at UBS
Industry Financial Services
Experience
UBS December 2014 - Present
Fairfield Advisors February 2014 - December 2014
Liberty Science Center October 2013 - April 2014
EMERALD Seismic Processing Framework June 2012 - January 2013
The College of New Jersey 2011 - 2013
TCNJ June 2012 - August 2012
The College of New Jersey January 2012 - May 2012
The College of New Jersey June 2011 - December 2011
McGrath’s Paint and Hardware August 2008 - January 2010
Skills
Physics, Microsoft Excel, VBA, Bloomberg Terminal, Mathematics, Microsoft Word, Quantitative Analytics, Qualitative Research, C++ Language, Mathematica, Matlab, Camera Operating, Technical Writing, Clinical Research, Fortran, Microsoft Office, Scientific Writing
Education
The College of New Jersey 2009 — 2013
Bachelor of Science, Physics
UBS December 2014 - Present
Fairfield Advisors February 2014 - December 2014
Liberty Science Center October 2013 - April 2014
EMERALD Seismic Processing Framework June 2012 - January 2013
The College of New Jersey 2011 - 2013
TCNJ June 2012 - August 2012
The College of New Jersey January 2012 - May 2012
The College of New Jersey June 2011 - December 2011
McGrath’s Paint and Hardware August 2008 - January 2010
Skills
Physics, Microsoft Excel, VBA, Bloomberg Terminal, Mathematics, Microsoft Word, Quantitative Analytics, Qualitative Research, C++ Language, Mathematica, Matlab, Camera Operating, Technical Writing, Clinical Research, Fortran, Microsoft Office, Scientific Writing
Education
The College of New Jersey 2009 — 2013
Bachelor of Science, Physics
M. Hunter Reed's UBS Experience January 2011 - April 2011
Job IT Product Engineer at Tennessee Valley Authority
Industry Utilities
Experience
Tennessee Valley Authority May 2014 - Present
Tennessee Valley Authority May 2012 - May 2014
HCA May 2012 - July 2012
UBS January 2011 - April 2011
Camp Davy Crockett, BSA 2009 - 2010
Skills
Troubleshooting, Windows 7, Active Directory, Virtualization, VMware, System Deployment, Testing, VMware ESX, Visio, SharePoint, ITIL, Windows Server, Team Leadership, Customer Satisfaction, Citrix Metaframe, Citrix XenApp, Process Improvement, VMWare ThinApp, Citrix NetScaler, HP Zero Client
Education
Tennessee Technological University - College of Business Administration 2008 — 2012
Bachelor's of Science in Business Administration, Management Information Systems, 3.98
Tennessee Technological University - College of Business Administration 2008 — 2012
Bachelor's of Science in Business Administration, Finance, 3.98
Tennessee Valley Authority May 2014 - Present
Tennessee Valley Authority May 2012 - May 2014
HCA May 2012 - July 2012
UBS January 2011 - April 2011
Camp Davy Crockett, BSA 2009 - 2010
Skills
Troubleshooting, Windows 7, Active Directory, Virtualization, VMware, System Deployment, Testing, VMware ESX, Visio, SharePoint, ITIL, Windows Server, Team Leadership, Customer Satisfaction, Citrix Metaframe, Citrix XenApp, Process Improvement, VMWare ThinApp, Citrix NetScaler, HP Zero Client
Education
Tennessee Technological University - College of Business Administration 2008 — 2012
Bachelor's of Science in Business Administration, Management Information Systems, 3.98
Tennessee Technological University - College of Business Administration 2008 — 2012
Bachelor's of Science in Business Administration, Finance, 3.98
Elaine MacLaren Elaine MacLaren's UBS Experience June 2004 - September 2005
Job Assistant Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital February 2009 - Present
Barclays Capital January 2006 - February 2009
UBS June 2004 - September 2005
Morgan Stanley November 2003 - June 2004
Morgan Stanley August 2002 - November 2003
Skills
Fixed Income, Finance, Reference Data, Financial Services
Education
The College of New Jersey 1998 — 2002
Bachelor of Science, Business Marketing/Human Resources, 3.6 GPA
Barclays Capital February 2009 - Present
Barclays Capital January 2006 - February 2009
UBS June 2004 - September 2005
Morgan Stanley November 2003 - June 2004
Morgan Stanley August 2002 - November 2003
Skills
Fixed Income, Finance, Reference Data, Financial Services
Education
The College of New Jersey 1998 — 2002
Bachelor of Science, Business Marketing/Human Resources, 3.6 GPA
Catherine Robey Catherine Robey's UBS Experience May 2007 - August 2007
Job Graduate Student
Industry Research
Experience
Carolina Neurosurgery & Spine Associates June 2014 - Present
Emergency Physicians of Tidewater May 2012 - January 2014
Cell MicroControls September 2010 - April 2012
DataXstream June 2010 - August 2010
Courage Partners LLC May 2009 - January 2010
UBS May 2007 - August 2007
Skills
Integrated Marketing, Advertising, Market Research, Marketing Communications, Social Media
Education
Wake Forest University 2013 — 2014
Masters, Bioethics/Medical Ethics
The College of William and Mary 2011 — 2012
Pre-Medicine concentrating in ethics
The College of William and Mary - The Mason School of Business 2009 — 2011
Marketing, Management Organization and Leadership
Carolina Neurosurgery & Spine Associates June 2014 - Present
Emergency Physicians of Tidewater May 2012 - January 2014
Cell MicroControls September 2010 - April 2012
DataXstream June 2010 - August 2010
Courage Partners LLC May 2009 - January 2010
UBS May 2007 - August 2007
Skills
Integrated Marketing, Advertising, Market Research, Marketing Communications, Social Media
Education
Wake Forest University 2013 — 2014
Masters, Bioethics/Medical Ethics
The College of William and Mary 2011 — 2012
Pre-Medicine concentrating in ethics
The College of William and Mary - The Mason School of Business 2009 — 2011
Marketing, Management Organization and Leadership
Carolyn Hash's UBS Experience 1998 - 2011
Job First Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc January 2011 - Present
UBS 1998 - 2011
Skills
Retirement Planning, Certified Financial..., Investment Advisory, Investments, Securities, Financial Advisory, Investment Management, Estate Planning, Mutual Funds, Mortgage Lending, Strategic Financial..., Finance, Wealth Management, Portfolio Management, Financial Planners, Personal Finance, Stocks, Asset Allocation, Investment Strategies, Series 7, Retirement, Credit
Education
The Citadel 1982 — 1985
MBA, Business
University of South Carolina-Columbia 1972 — 1976
BS, Business Administration
Raymond James & Associates, Inc January 2011 - Present
UBS 1998 - 2011
Skills
Retirement Planning, Certified Financial..., Investment Advisory, Investments, Securities, Financial Advisory, Investment Management, Estate Planning, Mutual Funds, Mortgage Lending, Strategic Financial..., Finance, Wealth Management, Portfolio Management, Financial Planners, Personal Finance, Stocks, Asset Allocation, Investment Strategies, Series 7, Retirement, Credit
Education
The Citadel 1982 — 1985
MBA, Business
University of South Carolina-Columbia 1972 — 1976
BS, Business Administration
Shane Williams Shane Williams's UBS Experience May 2008 - August 2008
Job Denham Capital
Industry Financial Services
Experience
Denham Capital February 2015 - Present
Wells Fargo Securities June 2013 - January 2015
Knowledge Reservoir May 2011 - June 2013
Texas Tech University May 2011 - August 2011
Allstate May 2009 - August 2009
UBS May 2008 - August 2008
Skills
Valuation, Economics, Energy Industry, Analysis, Reservoir Management
Education
Texas Tech University 2007 — 2011
BBA, Finance; Investment Emphasis
Texas Tech University - Rawls College of Business 2007 — 2011
BBA, Finance
Denham Capital February 2015 - Present
Wells Fargo Securities June 2013 - January 2015
Knowledge Reservoir May 2011 - June 2013
Texas Tech University May 2011 - August 2011
Allstate May 2009 - August 2009
UBS May 2008 - August 2008
Skills
Valuation, Economics, Energy Industry, Analysis, Reservoir Management
Education
Texas Tech University 2007 — 2011
BBA, Finance; Investment Emphasis
Texas Tech University - Rawls College of Business 2007 — 2011
BBA, Finance
Ross Cunningham Ross Cunningham's UBS Experience May 2011 - August 2011
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2013 - Present
Q Investments January 2013 - May 2013
Invesco Ltd. June 2012 - August 2012
Q Investments August 2011 - December 2011
UBS May 2011 - August 2011
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
BA, BS, BBA, Mathematics, Economics, Finance w/ Real Estate
Goldman Sachs June 2013 - Present
Q Investments January 2013 - May 2013
Invesco Ltd. June 2012 - August 2012
Q Investments August 2011 - December 2011
UBS May 2011 - August 2011
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
BA, BS, BBA, Mathematics, Economics, Finance w/ Real Estate
Charlotte Berry's UBS Experience June 2007 - September 2008
Job Branch Operations Assistant at Securities Firm
Industry Financial Services
Experience
Southwest Securities, Inc. January 2014 - September 2015
The Ranch at Las Colinas April 2013 - January 2014
Merritt Hawkins February 2013 - May 2013
Ngage ICS September 2012 - January 2013
MOSAK Advertising & Insights July 2012 - September 2012
Spoiled Pink June 2011 - February 2012
NBC News June 2011 - August 2011
UBS June 2007 - September 2008
Athletes connection January 2006 - April 2008
Skills
Sales, Advertising, Event Planning, Social Media Marketing, Facebook, Social Media, Highly self-motivated, Conflict Resolution, Build Strong..., Time Management, Customer Service, Competitive Analysis, Marketing Strategy, Account Management, Cold Calling, Pinterest, Business Development, Management, New Business Development, Social Networking, Strategic Planning, Digital Marketing, Marketing
Education
Texas Christian University 2008 — 2012
Bachelor of science, Film, Television and Digital Media
Memorial High School 2004 — 2008
Southwest Securities, Inc. January 2014 - September 2015
The Ranch at Las Colinas April 2013 - January 2014
Merritt Hawkins February 2013 - May 2013
Ngage ICS September 2012 - January 2013
MOSAK Advertising & Insights July 2012 - September 2012
Spoiled Pink June 2011 - February 2012
NBC News June 2011 - August 2011
UBS June 2007 - September 2008
Athletes connection January 2006 - April 2008
Skills
Sales, Advertising, Event Planning, Social Media Marketing, Facebook, Social Media, Highly self-motivated, Conflict Resolution, Build Strong..., Time Management, Customer Service, Competitive Analysis, Marketing Strategy, Account Management, Cold Calling, Pinterest, Business Development, Management, New Business Development, Social Networking, Strategic Planning, Digital Marketing, Marketing
Education
Texas Christian University 2008 — 2012
Bachelor of science, Film, Television and Digital Media
Memorial High School 2004 — 2008
John Marion's UBS Experience February 1999 - November 2009
Job Vice President at Howard Capital Management
Industry Banking
Experience
Howard Capital Management January 2010 - Present
UBS February 1999 - November 2009
JP Morgan March 1996 - March 1999
Bear Stearns 1988 - 1990
Skills
Options, Fixed Income, Equities, Hedge Funds, Alternative Investments, Trading, Financial Markets, Asset Managment, Portfolio Management, Investment Strategies, Securities, Investments, Asset Allocation, Equity Trading, Wealth Management, Bonds, Investment Advisory, Mutual Funds, Financial Structuring, Asset Management
Education
Texas A&M University 1981 — 1986
BS, Electrical Engineering
Howard Capital Management January 2010 - Present
UBS February 1999 - November 2009
JP Morgan March 1996 - March 1999
Bear Stearns 1988 - 1990
Skills
Options, Fixed Income, Equities, Hedge Funds, Alternative Investments, Trading, Financial Markets, Asset Managment, Portfolio Management, Investment Strategies, Securities, Investments, Asset Allocation, Equity Trading, Wealth Management, Bonds, Investment Advisory, Mutual Funds, Financial Structuring, Asset Management
Education
Texas A&M University 1981 — 1986
BS, Electrical Engineering
Barkha Kumar, CFA Barkha Kumar, CFA's UBS Experience June 2009 - August 2009
Job Associate Director, Gotham Asset Management, LLC
Industry Investment Management
Experience
Gotham Asset Management, LLC June 2015 - Present
RBC Capital Markets April 2011 - May 2015
JP Morgan Chase March 2010 - April 2011
HwC Ventures January 2010 - April 2010
UBS June 2009 - August 2009
Private Banking and Investment Group, Merrill Lynch August 2008 - May 2009
Revolutionary Cooling Systems, Inc. June 2008 - August 2008
Skills
Fixed Income, Trading, Interest Rate..., Financial Modeling, Capital Markets, Treasury, Derivatives, Interest Rate Risk..., Valuation, Financial Analysis, Trading Systems, ALM, Structured Products, Hedge Funds, Business Analysis, Alternative Investments, Finance, Portfolio Management, Hedging
Education
The Cooper Union for the Advancement of Science and Art 2007 — 2010
Bachelor of Engineering
International School of Bucharest 2002 — 2005
International Baccalaureate Diploma, Physics, Chem, Math, Econ - HL
Gotham Asset Management, LLC June 2015 - Present
RBC Capital Markets April 2011 - May 2015
JP Morgan Chase March 2010 - April 2011
HwC Ventures January 2010 - April 2010
UBS June 2009 - August 2009
Private Banking and Investment Group, Merrill Lynch August 2008 - May 2009
Revolutionary Cooling Systems, Inc. June 2008 - August 2008
Skills
Fixed Income, Trading, Interest Rate..., Financial Modeling, Capital Markets, Treasury, Derivatives, Interest Rate Risk..., Valuation, Financial Analysis, Trading Systems, ALM, Structured Products, Hedge Funds, Business Analysis, Alternative Investments, Finance, Portfolio Management, Hedging
Education
The Cooper Union for the Advancement of Science and Art 2007 — 2010
Bachelor of Engineering
International School of Bucharest 2002 — 2005
International Baccalaureate Diploma, Physics, Chem, Math, Econ - HL
Steven Glenn,CLU,ChFC,MSFS,MSM Steven Glenn,CLU,ChFC,MSFS,MSM's UBS Experience April 1998 - December 2007
Job Agency Director of Advanced Planning at Financial Design Associates
Industry Financial Services
Experience
Financial Design Associates October 2012 - Present
The Glenn Planning Group June 1970 - September 2012
UBS April 1998 - December 2007
Sun Life Financial February 1992 - December 1997
Principal Financial Group March 1979 - December 1983
Skills
Retirement Planning, Fixed Annuities, Insurance, Retirement, Financial Advisory, Finance, Investments, Securities, Mutual Funds
Education
University of Miami 1964 — 1970
Bachelor of Arts (B.A.), Sociology
The American College 1970 — 1976
Chartered Life Underwriter
The American College 1980 — 1982
Chartered Financial Consultant
The American College 1983 — 1988
Master of Science in Financial Services
The American College 1983 — 1988
Master of Science in Management
Financial Design Associates October 2012 - Present
The Glenn Planning Group June 1970 - September 2012
UBS April 1998 - December 2007
Sun Life Financial February 1992 - December 1997
Principal Financial Group March 1979 - December 1983
Skills
Retirement Planning, Fixed Annuities, Insurance, Retirement, Financial Advisory, Finance, Investments, Securities, Mutual Funds
Education
University of Miami 1964 — 1970
Bachelor of Arts (B.A.), Sociology
The American College 1970 — 1976
Chartered Life Underwriter
The American College 1980 — 1982
Chartered Financial Consultant
The American College 1983 — 1988
Master of Science in Financial Services
The American College 1983 — 1988
Master of Science in Management
Meredith Laurienzo Meredith Laurienzo's UBS Experience July 2015 - Present
Job UBS Financial Services
Industry Financial Services
Experience
UBS July 2015 - Present
UBS Wealth Management September 2014 - May 2015
NFC Mortgage Co, LLC June 2014 - August 2014
Merrill Lynch September 2013 - December 2013
Stache Media/ Red Distribution August 2013 - December 2013
Paolino Properties June 2013 - August 2013
United States Senate May 2012 - August 2012
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
UBS July 2015 - Present
UBS Wealth Management September 2014 - May 2015
NFC Mortgage Co, LLC June 2014 - August 2014
Merrill Lynch September 2013 - December 2013
Stache Media/ Red Distribution August 2013 - December 2013
Paolino Properties June 2013 - August 2013
United States Senate May 2012 - August 2012
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Kirstie Jones Kirstie Jones's UBS Experience June 2011 - August 2011
Job Investor Relations Associate at Ranger Capital Group
Industry Financial Services
Experience
Ranger Capital Group August 2013 - Present
EventBuilder.com September 2012 - August 2013
William C. Connor Educational Investment Fund January 2012 - August 2012
Texas Pacific Group August 2011 - May 2012
Tudor Pickering & Holt September 2011 - December 2011
UBS June 2011 - August 2011
EventBuilder's Corporate Headquarters June 2008 - August 2008
Skills
Financial Analysis, Management, Financial Modeling, Portfolio Management, Finance, Asset Management, Public Speaking, Team Leadership, Academic Achievement, Microsoft Excel
Education
Texas Christian University 2009 — 2012
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
Ranger Capital Group August 2013 - Present
EventBuilder.com September 2012 - August 2013
William C. Connor Educational Investment Fund January 2012 - August 2012
Texas Pacific Group August 2011 - May 2012
Tudor Pickering & Holt September 2011 - December 2011
UBS June 2011 - August 2011
EventBuilder's Corporate Headquarters June 2008 - August 2008
Skills
Financial Analysis, Management, Financial Modeling, Portfolio Management, Finance, Asset Management, Public Speaking, Team Leadership, Academic Achievement, Microsoft Excel
Education
Texas Christian University 2009 — 2012
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
Shawn Yang Shawn Yang's UBS Experience May 2010 - July 2010
Job Analyst at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank July 2013 - Present
Credit Suisse August 2010 - January 2013
UBS May 2010 - July 2010
Northwestern Mutual January 2010 - May 2010
Skills
Financial Analysis, Financial Modeling, Investments, Economics, Risk Management, Microsoft Excel, Finance, PowerPoint, Due Diligence, Fixed Income, Equities, Securities, Investment Banking
Education
University of North Carolina at Greensboro 2006 — 2010
BS, International Business, Finance
The Chinese University of Hong Kong 2009 — 2009
Bachelor's degree, International Asian Studies
Barclays Investment Bank July 2013 - Present
Credit Suisse August 2010 - January 2013
UBS May 2010 - July 2010
Northwestern Mutual January 2010 - May 2010
Skills
Financial Analysis, Financial Modeling, Investments, Economics, Risk Management, Microsoft Excel, Finance, PowerPoint, Due Diligence, Fixed Income, Equities, Securities, Investment Banking
Education
University of North Carolina at Greensboro 2006 — 2010
BS, International Business, Finance
The Chinese University of Hong Kong 2009 — 2009
Bachelor's degree, International Asian Studies
Jeffrey Lawler CLU ChFC CLTC Jeffrey Lawler CLU ChFC CLTC's UBS Experience March 2000 - April 2003
Job Regional Vice President at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance 2003 - Present
UBS March 2000 - April 2003
Skills
Personal Financial..., Estate Planning, Life Insurance, Series 7, Series 63, CLU, ChFC, Long Term Care Insurance, Succession Planning, Wealth Management, Retirement, Variable Annuities, 401k
Education
The Ohio State University 1991 — 1996
Bachelor of Arts (BA), Political Science and Government
St. Charles 1987 — 1991
The American College 2005 — 2011
Nationwide Insurance 2003 - Present
UBS March 2000 - April 2003
Skills
Personal Financial..., Estate Planning, Life Insurance, Series 7, Series 63, CLU, ChFC, Long Term Care Insurance, Succession Planning, Wealth Management, Retirement, Variable Annuities, 401k
Education
The Ohio State University 1991 — 1996
Bachelor of Arts (BA), Political Science and Government
St. Charles 1987 — 1991
The American College 2005 — 2011
Samuel Ehrlich Samuel Ehrlich's UBS Experience May 2012 - September 2012
Job GWU Graduate
Industry Financial Services
Experience
Gap Year June 2013 - December 2013
UBS May 2012 - September 2012
U.S. Naval Academy Squash Camp August 2011 - August 2011
U.S. Senate Sherrod Brown's Office 2011 - 2011
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), Magna Cum Laude
Brooks School 2005 — 2009
Magna Cum Laude
Gap Year June 2013 - December 2013
UBS May 2012 - September 2012
U.S. Naval Academy Squash Camp August 2011 - August 2011
U.S. Senate Sherrod Brown's Office 2011 - 2011
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), Magna Cum Laude
Brooks School 2005 — 2009
Magna Cum Laude
Niki Davis Niki Davis's UBS Experience November 2008 - May 2009
Job Realtor
Industry Real Estate
Experience
Keller Williams Realty July 2013 - Present
Better Homes and Gardens Real Estate Gary Greene June 2012 - July 2013
Century 21 March 2012 - June 2012
Morgan Stanley April 2007 - November 2009
UBS November 2008 - May 2009
Skills
Real Estate, Real Estate Financing, FHA, Investments, First Time Home Buyers, Corporate Relocation, Listing Homes, Existing Home Sales, Sellers, Relocation, Real Estate Transactions, Investors, Investment Properties, Foreclosures
Education
University of North Texas 1995 — 2003
BS
Texas A&M University 1997 — 2001
Keller Williams Realty July 2013 - Present
Better Homes and Gardens Real Estate Gary Greene June 2012 - July 2013
Century 21 March 2012 - June 2012
Morgan Stanley April 2007 - November 2009
UBS November 2008 - May 2009
Skills
Real Estate, Real Estate Financing, FHA, Investments, First Time Home Buyers, Corporate Relocation, Listing Homes, Existing Home Sales, Sellers, Relocation, Real Estate Transactions, Investors, Investment Properties, Foreclosures
Education
University of North Texas 1995 — 2003
BS
Texas A&M University 1997 — 2001
Lasitha Gunasinghe Lasitha Gunasinghe's UBS Experience March 2006 - February 2010
Job Financial Services
Industry Financial Services
Experience
Emerald financial group February 2015 - Present
New York Life Insurance Company February 2010 - Present
UBS March 2006 - February 2010
Skills
Fixed Annuities, Wealth Management, Life Insurance, College Education..., Retirement Planning, Estate Tax Planning, IRAs, Long Term Care Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Wealth Accumulation, Estate Planning, College Savings Plans, Retirement, Leadership, Financial Services, Management, Microsoft Office, Finance, Investments, Customer Service, Strategic Planning
Education
The American College 2006 — 2008
CUNY 1999 — 2003
Royal college
Emerald financial group February 2015 - Present
New York Life Insurance Company February 2010 - Present
UBS March 2006 - February 2010
Skills
Fixed Annuities, Wealth Management, Life Insurance, College Education..., Retirement Planning, Estate Tax Planning, IRAs, Long Term Care Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Wealth Accumulation, Estate Planning, College Savings Plans, Retirement, Leadership, Financial Services, Management, Microsoft Office, Finance, Investments, Customer Service, Strategic Planning
Education
The American College 2006 — 2008
CUNY 1999 — 2003
Royal college
Amy Cohen Amy Cohen's UBS Experience 1992 - 1999
Job Managing Director, Business Development and Strategy at BHR Capital LLC
Industry Financial Services
Experience
BHR Capital LLC March 2015 - Present
Perella Weinberg Partners July 2011 - March 2015
Silver Point Capital 2008 - 2009
Tremont Capital Management 2003 - 2008
Intesa Sanpaolo March 2001 - November 2003
Creditex January 2000 - March 2001
UBS 1992 - 1999
KPMG Peat Marwick 1988 - 1992
Skills
Hedge Funds, Capital Markets, Alternative Investments, Derivatives, Portfolio Management, Fixed Income, Private Equity, Credit, Investor Relations, Product Development, Fundraising, Separately Managed..., Structured Products, Asset Based Lending, Specialty Finance, Equipment leasing, ABS, Operational Due..., Manager Due Diligence
Education
New York University - Leonard N. Stern School of Business
Masters of Business Administration, Finance, International Business
The George Washington University 1984 — 1988
Bachelor of Accounting, Accounting, Finance
BHR Capital LLC March 2015 - Present
Perella Weinberg Partners July 2011 - March 2015
Silver Point Capital 2008 - 2009
Tremont Capital Management 2003 - 2008
Intesa Sanpaolo March 2001 - November 2003
Creditex January 2000 - March 2001
UBS 1992 - 1999
KPMG Peat Marwick 1988 - 1992
Skills
Hedge Funds, Capital Markets, Alternative Investments, Derivatives, Portfolio Management, Fixed Income, Private Equity, Credit, Investor Relations, Product Development, Fundraising, Separately Managed..., Structured Products, Asset Based Lending, Specialty Finance, Equipment leasing, ABS, Operational Due..., Manager Due Diligence
Education
New York University - Leonard N. Stern School of Business
Masters of Business Administration, Finance, International Business
The George Washington University 1984 — 1988
Bachelor of Accounting, Accounting, Finance
Kathy Link Kathy Link's UBS Experience 2002 - 2003
Job Communications Tech at Aramco Services Company
Industry Telecommunications
Experience
Aramco Services Company 2007 - Present
Smart City Networks 2003 - 2005
UBS 2002 - 2003
Enron 1998 - 2002
Education
Texas Tech University 1980 — 1984
BA, Telecommunications
Aramco Services Company 2007 - Present
Smart City Networks 2003 - 2005
UBS 2002 - 2003
Enron 1998 - 2002
Education
Texas Tech University 1980 — 1984
BA, Telecommunications
Guy Clayton's UBS Experience January 2010 - February 2015
Job Private Banking and Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
UBS January 2010 - February 2015
Texas Country Bank 2005 - 2009
Clayton Mortgage Corp. 2003 - 2005
Education
Texas Tech University - Rawls College of Business 1990 — 1994
Merrill Lynch February 2015 - Present
UBS January 2010 - February 2015
Texas Country Bank 2005 - 2009
Clayton Mortgage Corp. 2003 - 2005
Education
Texas Tech University - Rawls College of Business 1990 — 1994
Rob Swor Rob Swor's UBS Experience September 2000 - October 2002
Job Owner, Farmers Insurance
Industry Insurance
Experience
Farmers Insurance October 2002 - Present
UBS September 2000 - October 2002
Education
The College of St. Scholastica 1995 — 1999
Farmers Insurance October 2002 - Present
UBS September 2000 - October 2002
Education
The College of St. Scholastica 1995 — 1999
Aldon Hynes Aldon Hynes's UBS Experience 1992 - 1997
Job Social Media Manager at Community Health Center, Inc.
Industry Health, Wellness and Fitness
Experience
Community Health Center December 2010 - Present
Orient Lodge August 2004 - Present
Hynes 2014 July 2014 - November 2014
Hynes 2012 May 2012 - November 2012
Toomre Capital Markets January 2003 - April 2007
Smartcampaigns 2003 - 2007
Ned Lamont For Senate 2006 - 2006
DeanSpace June 2003 - November 2004
SAC Capital 1997 - 2000
UBS 1992 - 1997
Skills
Blogging, Non-profits, Social Media, Virtual Worlds, Public Speaking, Social Networking, Podcasting, Process Improvement, Music, Executive Management, Web Analytics, Leadership, Social Media Marketing, Start-ups, Social Marketing, Facebook, Strategy, Recruiting, Nonprofits, Teaching, Press Releases, New Media, Journalism, Newsletters, Public Relations, Copywriting, Community Development, Leadership Development, Editing, Copy Editing, Storytelling, Marketing Strategy, Fundraising, Community Outreach, Media Relations, Online Marketing, Content Strategy, Marketing, Politics, Event Planning, Grant Writing, Community Management, Strategic Planning, Social Media Measurement
Education
The College of Wooster 1977 — 1980
None
Mount Greylock 1971 — 1977
Community Health Center December 2010 - Present
Orient Lodge August 2004 - Present
Hynes 2014 July 2014 - November 2014
Hynes 2012 May 2012 - November 2012
Toomre Capital Markets January 2003 - April 2007
Smartcampaigns 2003 - 2007
Ned Lamont For Senate 2006 - 2006
DeanSpace June 2003 - November 2004
SAC Capital 1997 - 2000
UBS 1992 - 1997
Skills
Blogging, Non-profits, Social Media, Virtual Worlds, Public Speaking, Social Networking, Podcasting, Process Improvement, Music, Executive Management, Web Analytics, Leadership, Social Media Marketing, Start-ups, Social Marketing, Facebook, Strategy, Recruiting, Nonprofits, Teaching, Press Releases, New Media, Journalism, Newsletters, Public Relations, Copywriting, Community Development, Leadership Development, Editing, Copy Editing, Storytelling, Marketing Strategy, Fundraising, Community Outreach, Media Relations, Online Marketing, Content Strategy, Marketing, Politics, Event Planning, Grant Writing, Community Management, Strategic Planning, Social Media Measurement
Education
The College of Wooster 1977 — 1980
None
Mount Greylock 1971 — 1977
Alaska Burr's UBS Experience February 2008 - September 2008
Job Research Specialist at North Run Capital
Industry Financial Services
Experience
North Run Capital December 2012 - Present
North Run Capital April 2010 - December 2012
UBS February 2008 - September 2008
Education
The George Washington University 2005 — 2009
B.S., Economics
The London School of Economics and Political Science (LSE) 2007 — 2008
Economics
Tabor Academy
Secondary School
North Run Capital December 2012 - Present
North Run Capital April 2010 - December 2012
UBS February 2008 - September 2008
Education
The George Washington University 2005 — 2009
B.S., Economics
The London School of Economics and Political Science (LSE) 2007 — 2008
Economics
Tabor Academy
Secondary School
Rob Messinger, CFS, CLU, ChFC's UBS Experience June 1992 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS June 1992 - Present
Kidder Peabody February 1984 - June 1992
Education
The American College 2011 — 2012
ChFC, Financial Planning
The American College 2001 — 2003
CLU, Insurance and Estate Planning
Institute of Business & Finance 1995 — 1995
CFS, Financial Planning
College for Financial Planning 1992 — 1994
Financial Planning
Xavier University - School of Business Administration 1981 — 1983
MBA, Finance & Tax
University of Evansville 1976 — 1980
BA, Education
North Central High School 1971 — 1975
UBS June 1992 - Present
Kidder Peabody February 1984 - June 1992
Education
The American College 2011 — 2012
ChFC, Financial Planning
The American College 2001 — 2003
CLU, Insurance and Estate Planning
Institute of Business & Finance 1995 — 1995
CFS, Financial Planning
College for Financial Planning 1992 — 1994
Financial Planning
Xavier University - School of Business Administration 1981 — 1983
MBA, Finance & Tax
University of Evansville 1976 — 1980
BA, Education
North Central High School 1971 — 1975
Brigid Mara-Sedlak Brigid Mara-Sedlak's UBS Experience November 2006 - March 2008
Job Copy Supervisor at The CDM Group
Industry Information Services
Experience
The CDM Group January 2015 - Present
The CDM Group August 2013 - January 2015
Vitals.com October 2011 - July 2013
Informa Healthcare September 2010 - September 2011
Informa Healthcare April 2009 - September 2010
Informa Healthcare March 2008 - April 2009
The Jersey Journal February 2008 - May 2008
UBS November 2006 - March 2008
Skills
Copy Editing, Press Releases, Copywriting, Writing, Editing, Newsletters, Digital Copywriting, Corporate Communications, Blogging, Ghostwriting, Wordpress, Proposal Writing, Social Media, Email Marketing, Journalism, Facebook, SEO copywriting, Editorial, Lead Generation, Direct Marketing, Marketing, InDesign, Advertising, B2B Marketing, WordPress, Magazines, Digital Marketing
Education
The College of New Jersey 2002 — 2006
Bachelor's, Journalism, Communications
St. Dominic Academy 1998 — 2002
Diploma
The CDM Group January 2015 - Present
The CDM Group August 2013 - January 2015
Vitals.com October 2011 - July 2013
Informa Healthcare September 2010 - September 2011
Informa Healthcare April 2009 - September 2010
Informa Healthcare March 2008 - April 2009
The Jersey Journal February 2008 - May 2008
UBS November 2006 - March 2008
Skills
Copy Editing, Press Releases, Copywriting, Writing, Editing, Newsletters, Digital Copywriting, Corporate Communications, Blogging, Ghostwriting, Wordpress, Proposal Writing, Social Media, Email Marketing, Journalism, Facebook, SEO copywriting, Editorial, Lead Generation, Direct Marketing, Marketing, InDesign, Advertising, B2B Marketing, WordPress, Magazines, Digital Marketing
Education
The College of New Jersey 2002 — 2006
Bachelor's, Journalism, Communications
St. Dominic Academy 1998 — 2002
Diploma
Alex Barned Alex Barned's UBS Experience September 2003 - September 2009
Job Managing Partner Omega Advisors at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC August 2013 - Present
Questar Capital - An Allianz SE Company October 2009 - July 2013
UBS September 2003 - September 2009
Citigroup/Smith Barney October 1991 - September 2003
Skills
Fixed Income, Equities, Fixed Annuities, Sales, Marketing, Recruiting, Funding, Managing Accounts, Wealth Management, Mutual Funds, Series 7, Investments, Strategic Financial..., FINRA, Financial Advisory, Financial Planning
Education
The George Washington University 1996 — 1997
Master of Arts (M.A.)
The George Washington University
Bachelor of Arts (B.A.), Economics
Cetera Advisor Networks LLC August 2013 - Present
Questar Capital - An Allianz SE Company October 2009 - July 2013
UBS September 2003 - September 2009
Citigroup/Smith Barney October 1991 - September 2003
Skills
Fixed Income, Equities, Fixed Annuities, Sales, Marketing, Recruiting, Funding, Managing Accounts, Wealth Management, Mutual Funds, Series 7, Investments, Strategic Financial..., FINRA, Financial Advisory, Financial Planning
Education
The George Washington University 1996 — 1997
Master of Arts (M.A.)
The George Washington University
Bachelor of Arts (B.A.), Economics
Linda Springs Linda Springs's UBS Experience March 2006 - November 2007
Job Wholesale Account Executive at Freedom Mortgage
Industry Banking
Experience
Freedom Mortgage 2012 - Present
Wells Fargo Home Mortgage January 2008 - September 2012
UBS March 2006 - November 2007
Citimortgage April 2003 - March 2006
Temple Inland (Guaranty Residential) September 1996 - April 2003
Skills
Loan Origination, Mortgage Banking, Residential Mortgages, Mortgage Lending, FHA, VA loans, USDA, Underwriting, Loans, Government Loans, Construction Loans, FHA financing, Refinance, Mortgage Underwriting, Loss Mitigation, Certified Mortgage..., Wholesale, Credit, Reverse Mortgages, Home Equity Loans, Mortgage Marketing, Mortgage Servicing, Wholesale Lending
Education
FBI Academy, Quantico, VA 1990 — 1990
Forensic Serology and DNA Analysis
Texas Tech University 1982 — 1988
Bachelor's degree, Zoology and Chemistry
Freedom Mortgage 2012 - Present
Wells Fargo Home Mortgage January 2008 - September 2012
UBS March 2006 - November 2007
Citimortgage April 2003 - March 2006
Temple Inland (Guaranty Residential) September 1996 - April 2003
Skills
Loan Origination, Mortgage Banking, Residential Mortgages, Mortgage Lending, FHA, VA loans, USDA, Underwriting, Loans, Government Loans, Construction Loans, FHA financing, Refinance, Mortgage Underwriting, Loss Mitigation, Certified Mortgage..., Wholesale, Credit, Reverse Mortgages, Home Equity Loans, Mortgage Marketing, Mortgage Servicing, Wholesale Lending
Education
FBI Academy, Quantico, VA 1990 — 1990
Forensic Serology and DNA Analysis
Texas Tech University 1982 — 1988
Bachelor's degree, Zoology and Chemistry
Chad Wiedemann's UBS Experience May 2011 - Present
Job Registered CSA at UBS
Industry Financial Services
Experience
UBS May 2011 - Present
AXA Advisors, LLC September 2007 - September 2009
Education
The College of William and Mary - The Mason School of Business 2002 — 2006
UBS May 2011 - Present
AXA Advisors, LLC September 2007 - September 2009
Education
The College of William and Mary - The Mason School of Business 2002 — 2006
Shannon Tallon Shannon Tallon's UBS Experience 2005 - 2007
Job at Self Employed
Industry Writing and Editing
Experience
Self Employed April 2007 - Present
UBS 2005 - 2007
UBS 1997 - 2005
Merrill Lynch 1995 - 1997
Skills
Newsletters, Content Management, Marketing Communications, Internal Communications, Editing, Editorial, Corporate Communications, Strategic Communications, Media Relations, Copywriting
Education
The College of New Jersey 1991 — 1995
BA, English
Self Employed April 2007 - Present
UBS 2005 - 2007
UBS 1997 - 2005
Merrill Lynch 1995 - 1997
Skills
Newsletters, Content Management, Marketing Communications, Internal Communications, Editing, Editorial, Corporate Communications, Strategic Communications, Media Relations, Copywriting
Education
The College of New Jersey 1991 — 1995
BA, English
Jack Everhart Jack Everhart's UBS Experience May 2011 - August 2013
Job Petroleum Landman at Craig S. Charbonnet
Industry Oil & Energy
Experience
Fall Land & Cattle, LLC November 2014 - Present
Charbonnet Professional Land Services September 2014 - Present
Goodrich Ranch September 2013 - September 2014
UBS May 2011 - August 2013
Cavender Buick & GMC May 2010 - July 2010
Skills
Bloomberg Terminal, Portfolio Management, Wealth Management, Equities, Fixed Income, Commodity Markets, Mutual Funds, Bloomberg, Commodity, Oil & Gas, Chain of Title, Upstream, Oil & Gas Exploration, Oil Trading, Petroleum Logistics, Energy, Downstream Oil & Gas
Education
Texas Christian University 2009 — 2013
Bachelor's Degree, Economics
Alamo Heights High School 2005 — 2009
Fall Land & Cattle, LLC November 2014 - Present
Charbonnet Professional Land Services September 2014 - Present
Goodrich Ranch September 2013 - September 2014
UBS May 2011 - August 2013
Cavender Buick & GMC May 2010 - July 2010
Skills
Bloomberg Terminal, Portfolio Management, Wealth Management, Equities, Fixed Income, Commodity Markets, Mutual Funds, Bloomberg, Commodity, Oil & Gas, Chain of Title, Upstream, Oil & Gas Exploration, Oil Trading, Petroleum Logistics, Energy, Downstream Oil & Gas
Education
Texas Christian University 2009 — 2013
Bachelor's Degree, Economics
Alamo Heights High School 2005 — 2009
Anne Hoopes's UBS Experience October 2011 - February 2012
Job Senior Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch February 2012 - January 2015
UBS October 2011 - February 2012
SagePoint Financial June 2008 - June 2011
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA
Merrill Lynch January 2015 - Present
Merrill Lynch February 2012 - January 2015
UBS October 2011 - February 2012
SagePoint Financial June 2008 - June 2011
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA
Erica Emmons's UBS Experience January 2009 - October 2011
Job Sr. Client Manager at Cigna
Industry Insurance
Experience
Cigna November 2014 - Present
Gallagher Benefit Services November 2013 - October 2014
Foundation Strategies Inc. April 2012 - November 2013
AgriLogic Insurance Services, LLC October 2011 - April 2012
UBS January 2009 - October 2011
Morgan Stanley August 2007 - January 2009
Skills
Data Analysis, Microsoft Office, Planning, Investments, Portfolio Management, Series 7, Microsoft Excel, Asset Allocation, Analysis, Mutual Funds, Research, Customer Service, Insurance, Group Benefit Plans, Project Planning, Form 5500, Health Care Reform, Program Management, Life Insurance, Financial Modeling
Education
Texas A&M University
BBA, Finance, Cum Laude
Cigna November 2014 - Present
Gallagher Benefit Services November 2013 - October 2014
Foundation Strategies Inc. April 2012 - November 2013
AgriLogic Insurance Services, LLC October 2011 - April 2012
UBS January 2009 - October 2011
Morgan Stanley August 2007 - January 2009
Skills
Data Analysis, Microsoft Office, Planning, Investments, Portfolio Management, Series 7, Microsoft Excel, Asset Allocation, Analysis, Mutual Funds, Research, Customer Service, Insurance, Group Benefit Plans, Project Planning, Form 5500, Health Care Reform, Program Management, Life Insurance, Financial Modeling
Education
Texas A&M University
BBA, Finance, Cum Laude
Jared Prince Jared Prince's UBS Experience January 2014 - August 2014
Job Investment Services Associate at Colliers International
Industry
Experience
Colliers International July 2015 - Present
UBS January 2014 - August 2014
Vector Marketing May 2013 - August 2014
Vector Marketing May 2012 - August 2014
Skills
Direct Sales, Sales Presentations, Cold Calling, Sales Operations, Sales Process, Sales, Sales Management, Account Management, Selling, Key Account Development, Selling Skills, Building Relationships
Education
The Catholic University of America 2011 — 2015
Bachelor of Science (BS), Psychology
Colliers International July 2015 - Present
UBS January 2014 - August 2014
Vector Marketing May 2013 - August 2014
Vector Marketing May 2012 - August 2014
Skills
Direct Sales, Sales Presentations, Cold Calling, Sales Operations, Sales Process, Sales, Sales Management, Account Management, Selling, Key Account Development, Selling Skills, Building Relationships
Education
The Catholic University of America 2011 — 2015
Bachelor of Science (BS), Psychology
Bobby Senter's UBS Experience September 2015 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS September 2015 - Present
Merrill Lynch July 2011 - September 2015
Merrill Lynch January 2010 - May 2011
Morgan Stanley Smith Barney January 2009 - December 2009
Citi September 2008 - December 2008
Skills
Wealth, Financial Analysis, Finance, Wealth Management, Credit Analysis, Bloomberg, Financial Modeling, Estate Planning, Financial Advisory, Valuation
Education
Texas Christian University 2007 — 2011
BBA, Finance
UBS September 2015 - Present
Merrill Lynch July 2011 - September 2015
Merrill Lynch January 2010 - May 2011
Morgan Stanley Smith Barney January 2009 - December 2009
Citi September 2008 - December 2008
Skills
Wealth, Financial Analysis, Finance, Wealth Management, Credit Analysis, Bloomberg, Financial Modeling, Estate Planning, Financial Advisory, Valuation
Education
Texas Christian University 2007 — 2011
BBA, Finance
Eva Agoulnik's UBS Experience July 2012 - March 2013
Job Sr. Manager, Corporate Finance, Strategy & Planning at Walmart
Industry Retail
Experience
Walmart July 2013 - Present
UBS July 2012 - March 2013
UBS June 2011 - August 2011
Skills
Financial Modeling, Valuation, Bloomberg, Corporate Finance, Investment Banking, Bloomberg Terminal, Microsoft Excel, Data Analysis, Equities, Economics, Financial Analysis, Leadership, Finance, Due Diligence, PowerPoint, Microsoft Office
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Business Honors Program / Corporate Finance
The University of Texas at Austin 2008 — 2012
BA, Russian Language & Culture
The Chinese University of Hong Kong 2010 — 2010
The University of Edinburgh 2009 — 2009
Walmart July 2013 - Present
UBS July 2012 - March 2013
UBS June 2011 - August 2011
Skills
Financial Modeling, Valuation, Bloomberg, Corporate Finance, Investment Banking, Bloomberg Terminal, Microsoft Excel, Data Analysis, Equities, Economics, Financial Analysis, Leadership, Finance, Due Diligence, PowerPoint, Microsoft Office
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Business Honors Program / Corporate Finance
The University of Texas at Austin 2008 — 2012
BA, Russian Language & Culture
The Chinese University of Hong Kong 2010 — 2010
The University of Edinburgh 2009 — 2009
Jana Hubbard Jana Hubbard's UBS Experience
Job Executive Assistant at UBS
Industry Financial Services
Experience
UBS
Skills
Outlook, Microsoft Excel, Customer Service, Sales, Public Speaking, Marketing
Education
Texas State University-San Marcos 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
UBS
Skills
Outlook, Microsoft Excel, Customer Service, Sales, Public Speaking, Marketing
Education
Texas State University-San Marcos 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
Brenda Harris Brenda Harris's UBS Experience February 1997 - July 1998
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Insurance
Experience
Forethought Financial Group, Inc. June 2014 - Present
Lincoln Financial Group April 2005 - June 2014
Pioneer Investments June 2002 - March 2005
Conseco Mutual Funds August 1998 - June 2002
UBS February 1997 - July 1998
Xerox January 1986 - January 1997
Skills
Sales, Selling, Mutual Funds, Strategy, Finance, Leadership, Marketing Strategy, Investments, Series 6, Series 63, Variable Annuities, New Business Development, Marketing, Competitive Analysis, Financial Advisory, Executive Management, Fixed Annuities, Series 7, Series 65, 401k, Asset Allocation, Series 24, FINRA, Retirement, Retirement Planning, IRAs
Education
Texas State University-San Marcos 1981 — 1985
Marketing, Marketing
Forethought Financial Group, Inc. June 2014 - Present
Lincoln Financial Group April 2005 - June 2014
Pioneer Investments June 2002 - March 2005
Conseco Mutual Funds August 1998 - June 2002
UBS February 1997 - July 1998
Xerox January 1986 - January 1997
Skills
Sales, Selling, Mutual Funds, Strategy, Finance, Leadership, Marketing Strategy, Investments, Series 6, Series 63, Variable Annuities, New Business Development, Marketing, Competitive Analysis, Financial Advisory, Executive Management, Fixed Annuities, Series 7, Series 65, 401k, Asset Allocation, Series 24, FINRA, Retirement, Retirement Planning, IRAs
Education
Texas State University-San Marcos 1981 — 1985
Marketing, Marketing
Nicolas (Nic) Forte Nicolas (Nic) Forte's UBS Experience May 2015 - August 2015
Job Financial Services Intern at UBS
Industry Financial Services
Experience
Visionary Wealth Advisors August 2015 - August 2015
UBS May 2015 - August 2015
Anheuser-Busch InBev May 2014 - August 2014
Anheuser-Busch InBev May 2013 - August 2013
Saint Louis Parking Company May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word
Education
Texas Christian University 2012 — 2015
Bachelor of Business Administration (BBA), Finance
Chaminade College Preparatory 2008 — 2012
Visionary Wealth Advisors August 2015 - August 2015
UBS May 2015 - August 2015
Anheuser-Busch InBev May 2014 - August 2014
Anheuser-Busch InBev May 2013 - August 2013
Saint Louis Parking Company May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word
Education
Texas Christian University 2012 — 2015
Bachelor of Business Administration (BBA), Finance
Chaminade College Preparatory 2008 — 2012
Miles Sabrick's UBS Experience September 2008 - January 2009
Job Account Executive at NeuStar, Inc.
Industry Information Services
Experience
NeuStar, Inc. November 2013 - Present
Software AG January 2012 - November 2013
Verizon Business August 2009 - January 2012
UBS September 2008 - January 2009
Wachovia Securities May 2008 - August 2008
Skills
Customer Relations, Consultative Selling, Telecommunications, Internet Services, Sports, Selling, New Business..., Customer Service, Leadership, Enterprise Software, Banking, Identifying New..., Football, SOA, Terracotta, Integration, CRM, Business Intelligence, Sales Operations, Business Development, Business Process, Solution Selling, Mobile Devices, Salesforce.com, Direct Sales, Professional Services, Sales Process, Strategic Partnerships, Managed Services, Sales
Education
The Catholic University of America 2005 — 2009
History, Philosophy
Reading Central Catholic
NeuStar, Inc. November 2013 - Present
Software AG January 2012 - November 2013
Verizon Business August 2009 - January 2012
UBS September 2008 - January 2009
Wachovia Securities May 2008 - August 2008
Skills
Customer Relations, Consultative Selling, Telecommunications, Internet Services, Sports, Selling, New Business..., Customer Service, Leadership, Enterprise Software, Banking, Identifying New..., Football, SOA, Terracotta, Integration, CRM, Business Intelligence, Sales Operations, Business Development, Business Process, Solution Selling, Mobile Devices, Salesforce.com, Direct Sales, Professional Services, Sales Process, Strategic Partnerships, Managed Services, Sales
Education
The Catholic University of America 2005 — 2009
History, Philosophy
Reading Central Catholic
Jason Charles Jason Charles's UBS Experience 2009 - 2009
Job CEO at J n J Furniture
Industry Retail
Experience
J N J Furniture LLC. September 2009 - Present
Delta Air Lines December 2012 - August 2015
UBS 2009 - 2009
Merrill Lynch 2008 - 2009
Brenham national bank 2007 - 2008
Wells Fargo 2006 - 2007
Skills
Team Building, Business Development, Business Strategy, Customer Satisfaction, Management Consulting, Analysis, Account Management, Start-ups, Customer Service, Leadership, Negotiation, Project Management, New Business Development, Business Process..., Social Media, Entrepreneurship, Public Speaking, Strategic Planning, Microsoft Office, Microsoft Excel, Process Improvement, Social Media Marketing, Training, Marketing Strategy, Product Development, Program Management, Microsoft Word, Event Planning, Retail, Recruiting, Coaching, Leadership Development
Education
Texas Southern University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Texas Southern University 2008 — 2011
Bachelor's degree, Finance, General
J N J Furniture LLC. September 2009 - Present
Delta Air Lines December 2012 - August 2015
UBS 2009 - 2009
Merrill Lynch 2008 - 2009
Brenham national bank 2007 - 2008
Wells Fargo 2006 - 2007
Skills
Team Building, Business Development, Business Strategy, Customer Satisfaction, Management Consulting, Analysis, Account Management, Start-ups, Customer Service, Leadership, Negotiation, Project Management, New Business Development, Business Process..., Social Media, Entrepreneurship, Public Speaking, Strategic Planning, Microsoft Office, Microsoft Excel, Process Improvement, Social Media Marketing, Training, Marketing Strategy, Product Development, Program Management, Microsoft Word, Event Planning, Retail, Recruiting, Coaching, Leadership Development
Education
Texas Southern University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Texas Southern University 2008 — 2011
Bachelor's degree, Finance, General
Todd Franza's UBS Experience June 2014 - August 2014
Job Financial Services Representative at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife August 2015 - Present
UBS June 2014 - August 2014
College Station Crossfit September 2012 - May 2014
Wells Fargo February 2014 - April 2014
Education
Texas A&M University 2011 — 2015
Bachelor of Science (BS), Economics, Finance and Real Estate
MetLife August 2015 - Present
UBS June 2014 - August 2014
College Station Crossfit September 2012 - May 2014
Wells Fargo February 2014 - April 2014
Education
Texas A&M University 2011 — 2015
Bachelor of Science (BS), Economics, Finance and Real Estate
Rebecca Wilhite's UBS Experience January 2009 - August 2014
Job Business Operations Manager at Kelly, Realtors
Industry Real Estate
Experience
Kelly, Realtors August 2014 - Present
UBS January 2009 - August 2014
Merrill Lynch 2007 - 2009
Northwestern Mutual/Loren Schwartz 1994 - 2007
Skills
Series 9/10, Series 7, Series 6, Series 63, Series 65, General Lines Insurance, Customer Service, Project Management, Microsoft Word, Microsoft Office, Microsoft Excel, Risk Management, Leadership
Education
Texas State Technical College Waco 1995 — 1995
General Requirements
The University of Texas at San Antonio 1991 — 1992
General Requirements
The American College
Registered Health Underwriter - RHU
Kelly, Realtors August 2014 - Present
UBS January 2009 - August 2014
Merrill Lynch 2007 - 2009
Northwestern Mutual/Loren Schwartz 1994 - 2007
Skills
Series 9/10, Series 7, Series 6, Series 63, Series 65, General Lines Insurance, Customer Service, Project Management, Microsoft Word, Microsoft Office, Microsoft Excel, Risk Management, Leadership
Education
Texas State Technical College Waco 1995 — 1995
General Requirements
The University of Texas at San Antonio 1991 — 1992
General Requirements
The American College
Registered Health Underwriter - RHU
Joe Rudd Joe Rudd's UBS Experience January 2001 - February 2003
Job Vice President at Transwestern
Industry Real Estate
Experience
Transwestern April 2013 - Present
VAN TUYL AUTO GROUP February 2012 - April 2013
Commercial Real Estate Consulting September 2010 - February 2012
Prologis February 2003 - September 2010
UBS January 2001 - February 2003
Citi August 1998 - January 2001
Foster and Rudd Commercial Real Estate April 1989 - August 1998
Southwest Realty Ad Valorem Tax Consulting June 1992 - August 1996
Kelley-Lundeen, Inc.(acquired by Henry S. Miller, Inc.) April 1987 - April 1989
Casey, Rind, Foster & Lindsey, Inc. July 1984 - January 1987
Education
Texas Wesleyan University 1996 — 1997
MBA, Accounting
Institute of Real Estate Management 1990 — 1992
Property Management
Cawthron School of Aviation 1979 — 1982
CFII/AGI/MEI, Certified Flight/Ground Instructor
The University of Texas at Arlington - College of Business 1978 — 1982
BBA, Economics/Marketing
arlington high school
Transwestern April 2013 - Present
VAN TUYL AUTO GROUP February 2012 - April 2013
Commercial Real Estate Consulting September 2010 - February 2012
Prologis February 2003 - September 2010
UBS January 2001 - February 2003
Citi August 1998 - January 2001
Foster and Rudd Commercial Real Estate April 1989 - August 1998
Southwest Realty Ad Valorem Tax Consulting June 1992 - August 1996
Kelley-Lundeen, Inc.(acquired by Henry S. Miller, Inc.) April 1987 - April 1989
Casey, Rind, Foster & Lindsey, Inc. July 1984 - January 1987
Education
Texas Wesleyan University 1996 — 1997
MBA, Accounting
Institute of Real Estate Management 1990 — 1992
Property Management
Cawthron School of Aviation 1979 — 1982
CFII/AGI/MEI, Certified Flight/Ground Instructor
The University of Texas at Arlington - College of Business 1978 — 1982
BBA, Economics/Marketing
arlington high school
Nick Bakker's UBS Experience March 1996 - December 1999
Job Inside Sales Representative Large Institutions at Dell
Industry Financial Services
Experience
Dell June 2015 - Present
Greenberg Grant & Richards 2009 - June 2015
Epicor Software 2005 - 2007
Greenberg Grant & Richards 2002 - 2005
UBS March 1996 - December 1999
IBM January 1989 - January 1996
Skills
Sales, Account Management, Direct Sales, Selling, Sales Management, Credit, Sales Process, Negotiation, Solution Selling, Management, Customer Service, Team Building, Team Leadership, Call Centers, Leadership, New Business Development, Process Improvement, Cold Calling, Contract Negotiation, Customer Retention, Strategic Planning, Training, Personal Development, Customer Satisfaction
Education
Texas A&M University
BS, Electrical Engineering Technology
Dell June 2015 - Present
Greenberg Grant & Richards 2009 - June 2015
Epicor Software 2005 - 2007
Greenberg Grant & Richards 2002 - 2005
UBS March 1996 - December 1999
IBM January 1989 - January 1996
Skills
Sales, Account Management, Direct Sales, Selling, Sales Management, Credit, Sales Process, Negotiation, Solution Selling, Management, Customer Service, Team Building, Team Leadership, Call Centers, Leadership, New Business Development, Process Improvement, Cold Calling, Contract Negotiation, Customer Retention, Strategic Planning, Training, Personal Development, Customer Satisfaction
Education
Texas A&M University
BS, Electrical Engineering Technology
Steven Diaz Steven Diaz's UBS Experience January 2009 - May 2009
Job Senior Financial Analyst at Grayco Partners
Industry Financial Services
Experience
Grayco Partners March 2014 - Present
Morgan Stanley May 2011 - Present
UBS January 2009 - May 2009
Merrill Lynch May 2007 - May 2008
The Club at Carlton Woods June 2005 - April 2007
Education
Texas A&M University 2008 — 2012
Finance
Texas A&M University - Mays Business School 2008 — 2012
BA, Finance
Grayco Partners March 2014 - Present
Morgan Stanley May 2011 - Present
UBS January 2009 - May 2009
Merrill Lynch May 2007 - May 2008
The Club at Carlton Woods June 2005 - April 2007
Education
Texas A&M University 2008 — 2012
Finance
Texas A&M University - Mays Business School 2008 — 2012
BA, Finance
Timothy Kraus Timothy Kraus's UBS Experience July 2006 - August 2007
Job First Vice President, Monarch Bank Private Wealth
Industry Financial Services
Experience
Monarch Bank Private Wealth September 2012 - Present
SunTrust Investment Services April 2010 - August 2012
SunTrust Bank November 2008 - March 2010
Merrill Lynch August 2007 - November 2008
UBS July 2006 - August 2007
Education
The College of William and Mary - The Mason School of Business 2005 — 2006
Master of Business Administration (MBA)
William and Mary 1996 — 1999
Bachelor of Science (BS), Chemistry
Monarch Bank Private Wealth September 2012 - Present
SunTrust Investment Services April 2010 - August 2012
SunTrust Bank November 2008 - March 2010
Merrill Lynch August 2007 - November 2008
UBS July 2006 - August 2007
Education
The College of William and Mary - The Mason School of Business 2005 — 2006
Master of Business Administration (MBA)
William and Mary 1996 — 1999
Bachelor of Science (BS), Chemistry
William T. Cowan IV William T. Cowan IV's UBS Experience September 2013 - December 2013
Job Associate; Senior Fraud Analyst at Bank of America
Industry Computer & Network Security
Experience
Bank of America August 2015 - Present
Bank of America January 2015 - August 2015
The Catholic University of America School of Library and Information Science August 2014 - December 2014
Greenhill Pain Mangement May 2014 - August 2014
Southern Proper August 2013 - May 2014
UBS September 2013 - December 2013
State of Delaware May 2012 - August 2012
Skills
Economics, Leadership, Coaching, Microsoft Excel, Social Media, Lacrosse, Public Speaking, Marketing, Analysis
Education
The Catholic University of America 2012 — 2014
Bachelor’s Degree, Economics: 3.6 GPA
Salesianum School 2007 — 2010
High School, General Studies, GPA: 3.5
Bank of America August 2015 - Present
Bank of America January 2015 - August 2015
The Catholic University of America School of Library and Information Science August 2014 - December 2014
Greenhill Pain Mangement May 2014 - August 2014
Southern Proper August 2013 - May 2014
UBS September 2013 - December 2013
State of Delaware May 2012 - August 2012
Skills
Economics, Leadership, Coaching, Microsoft Excel, Social Media, Lacrosse, Public Speaking, Marketing, Analysis
Education
The Catholic University of America 2012 — 2014
Bachelor’s Degree, Economics: 3.6 GPA
Salesianum School 2007 — 2010
High School, General Studies, GPA: 3.5
Kristin Roller Kristin Roller's UBS Experience 2004 - 2004
Job Operations Manager at Eton Park Capital Management, L.P.
Industry Financial Services
Experience
Eton Park Capital Management, L.P. 2004 - Present
UBS 2004 - 2004
Morgan Stanley 2001 - 2004
Goldman Sachs 1999 - 2001
Skills
Equities, Prime Brokerage, Hedge Funds, Corporate Actions, Alternative Investments, Client Services, Middle Office
Education
The College of New Jersey 1995 — 1999
BA, English
Eton Park Capital Management, L.P. 2004 - Present
UBS 2004 - 2004
Morgan Stanley 2001 - 2004
Goldman Sachs 1999 - 2001
Skills
Equities, Prime Brokerage, Hedge Funds, Corporate Actions, Alternative Investments, Client Services, Middle Office
Education
The College of New Jersey 1995 — 1999
BA, English
Laurie Board Laurie Board's UBS Experience July 2003 - March 2004
Job Administrative Professional at Camber Corp. and Independent Beauty Consultant at Mary Kay
Industry Defense & Space
Experience
Camber Corporation June 2012 - Present
Mary Kay Inc. October 2009 - Present
TD Bank September 2009 - June 2012
SunTrust Bank March 2005 - September 2008
Norris Financial Group June 2004 - March 2005
UBS July 2003 - March 2004
SunTrust Bank February 1985 - June 2003
Skills
Customer Service, Banking, Outlook, Office Management, Management, Human Resources, PowerPoint, Administrative..., Training, Event Planning, Microsoft Word, Credit, Leadership, Cash Management, Microsoft Excel, Time Management, Employee Benefits, Office Administration, Employee Relations, Onboarding, Spreadsheets, Finance, Business Travel, Expense Reports, Business Correspondence, Project Planning
Education
Tennessee Temple University 1978 — 1983
BS, Elementary Education
Camber Corporation June 2012 - Present
Mary Kay Inc. October 2009 - Present
TD Bank September 2009 - June 2012
SunTrust Bank March 2005 - September 2008
Norris Financial Group June 2004 - March 2005
UBS July 2003 - March 2004
SunTrust Bank February 1985 - June 2003
Skills
Customer Service, Banking, Outlook, Office Management, Management, Human Resources, PowerPoint, Administrative..., Training, Event Planning, Microsoft Word, Credit, Leadership, Cash Management, Microsoft Excel, Time Management, Employee Benefits, Office Administration, Employee Relations, Onboarding, Spreadsheets, Finance, Business Travel, Expense Reports, Business Correspondence, Project Planning
Education
Tennessee Temple University 1978 — 1983
BS, Elementary Education
Pat Grayson Pat Grayson's UBS Experience January 2009 - Present
Job Senior Vice President Investments at UBS
Industry Financial Services
Experience
UBS January 2009 - Present
Morgan Stanley Smith Barney September 1984 - January 2009
Westcap Securities May 1982 - September 1984
Education
University of Houston 1981 — 1983
Master of Business Administration (M.B.A.)
Texas A&M University-Kingsville 1970 — 1974
B.A., Political Science
UBS January 2009 - Present
Morgan Stanley Smith Barney September 1984 - January 2009
Westcap Securities May 1982 - September 1984
Education
University of Houston 1981 — 1983
Master of Business Administration (M.B.A.)
Texas A&M University-Kingsville 1970 — 1974
B.A., Political Science
Craig Lejeune's UBS Experience October 2013 - May 2014
Job Finance Manager at The Economic Club of Washington, D.C.
Industry Financial Services
Experience
The Economic Club of Washington, D.C. May 2015 - Present
SimpleTix May 2014 - May 2015
UBS October 2013 - May 2014
United States Holocaust Memorial Museum November 2011 - December 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Social Media, Teamwork, Data Analysis, Facebook, English, Editing, Outlook, Social Networking, Team Leadership, Investment Banking, Wealth Management, Portfolio Management
Education
The George Washington University 2014 — 2015
Budget and Public Finance
The George Washington University 2010 — 2014
Bachelor of Arts (B.A.), Economics; Health and Wellness
The Economic Club of Washington, D.C. May 2015 - Present
SimpleTix May 2014 - May 2015
UBS October 2013 - May 2014
United States Holocaust Memorial Museum November 2011 - December 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Social Media, Teamwork, Data Analysis, Facebook, English, Editing, Outlook, Social Networking, Team Leadership, Investment Banking, Wealth Management, Portfolio Management
Education
The George Washington University 2014 — 2015
Budget and Public Finance
The George Washington University 2010 — 2014
Bachelor of Arts (B.A.), Economics; Health and Wellness
Kristin Kolinofsky Kristin Kolinofsky's UBS Experience January 2009 - May 2011
Job Wealth Associate
Industry Financial Services
Experience
Morgan Stanley December 2012 - January 2015
UBS January 2009 - May 2011
Smith Barney August 2007 - January 2009
Southwest Securities 2006 - 2007
Education
Texas Woman's University 2004 — 2006
Bachelors, Education
Texas Tech University 2000 — 2004
Newman Smith Highschool 1996 — 2000
Morgan Stanley December 2012 - January 2015
UBS January 2009 - May 2011
Smith Barney August 2007 - January 2009
Southwest Securities 2006 - 2007
Education
Texas Woman's University 2004 — 2006
Bachelors, Education
Texas Tech University 2000 — 2004
Newman Smith Highschool 1996 — 2000
Vijay Johnson Vijay Johnson's UBS Experience October 2005 - June 2006
Job Senior Software Engineer at Vistaprint
Industry Marketing and Advertising
Experience
Vistaprint June 2012 - Present
e-Dialog June 2008 - June 2012
Morgan Stanley June 2006 - June 2008
UBS October 2005 - June 2006
Education
Texas Tech University 2001 — 2006
Vistaprint June 2012 - Present
e-Dialog June 2008 - June 2012
Morgan Stanley June 2006 - June 2008
UBS October 2005 - June 2006
Education
Texas Tech University 2001 — 2006
Eric Sinclair Eric Sinclair's UBS Experience December 2009 - Present
Job
Industry Internet
Experience
UBS December 2009 - Present
Skills
SQL, SDLC, Perl, Strategy, Product Management, Enterprise Software, Agile Methodologies, Business Analysis, IT Strategy, Database Design, Requirements Analysis, Software Engineering, XML, Vendor Management, Enterprise Architecture, Software Development, ITIL, Integration, Unix, Solaris
Education
Texas A&M University 1984 — 1989
B.A.
UBS December 2009 - Present
Skills
SQL, SDLC, Perl, Strategy, Product Management, Enterprise Software, Agile Methodologies, Business Analysis, IT Strategy, Database Design, Requirements Analysis, Software Engineering, XML, Vendor Management, Enterprise Architecture, Software Development, ITIL, Integration, Unix, Solaris
Education
Texas A&M University 1984 — 1989
B.A.
Kevin Samov, CLU Kevin Samov, CLU's UBS Experience September 1999 - June 2005
Job Owner of ServiceMaster by Superior
Industry Construction
Experience
ServiceMaster Restoration and Clean by Superior August 2014 - Present
State Farm March 2013 - July 2014
State Farm Insurance September 2011 - March 2013
State Farm October 2008 - September 2011
State Farm July 2006 - October 2008
Fifth Third Bank June 2005 - July 2006
UBS September 1999 - June 2005
Metro Pipe and Supply/Metro Insrument July 1983 - September 1999
Skills
Water Damage Restoration, fire restoration, Insurance, Life Insurance, Term Life Insurance, Whole Life, Disability Insurance, Health Insurance, Fixed Annuities, Annuity Sales, Property & Casualty..., Umbrella Insurance, Long-term Care, Commercial Insurance, General Insurance, Mutual Funds, Employee Benefits, Universal Life, Retirement Planning, Leadership
Education
Wayne State University 2002 — 2008
Bachelor of Science (B.S.) in Business Administration, Marketing
The American College
Chartered Life Underwriter (CLU)
ServiceMaster Restoration and Clean by Superior August 2014 - Present
State Farm March 2013 - July 2014
State Farm Insurance September 2011 - March 2013
State Farm October 2008 - September 2011
State Farm July 2006 - October 2008
Fifth Third Bank June 2005 - July 2006
UBS September 1999 - June 2005
Metro Pipe and Supply/Metro Insrument July 1983 - September 1999
Skills
Water Damage Restoration, fire restoration, Insurance, Life Insurance, Term Life Insurance, Whole Life, Disability Insurance, Health Insurance, Fixed Annuities, Annuity Sales, Property & Casualty..., Umbrella Insurance, Long-term Care, Commercial Insurance, General Insurance, Mutual Funds, Employee Benefits, Universal Life, Retirement Planning, Leadership
Education
Wayne State University 2002 — 2008
Bachelor of Science (B.S.) in Business Administration, Marketing
The American College
Chartered Life Underwriter (CLU)
Ashleigh Chase's UBS Experience May 2009 - December 2009
Job Equity Analyst
Industry Capital Markets
Experience
Fidelity Capital Markets July 2011 - September 2014
Fidelity Investments November 2010 - July 2011
UBS May 2009 - December 2009
SuccessTrade Securities, Inc. January 2008 - December 2008
Panera Bread May 2008 - September 2008
Zipcar September 2007 - November 2007
Skills
Equities, Finance, Trading, Management, Portfolio Management, Financial Services, Financial Analysis, Marketing, Asset Allocation, Market Research, Microsoft Office, Analysis, Microsoft Excel, Client Services, Client Relations, Relationship Management
Education
The George Washington University 2006 — 2010
BBA, Finance
Oliver Ames
Fidelity Capital Markets July 2011 - September 2014
Fidelity Investments November 2010 - July 2011
UBS May 2009 - December 2009
SuccessTrade Securities, Inc. January 2008 - December 2008
Panera Bread May 2008 - September 2008
Zipcar September 2007 - November 2007
Skills
Equities, Finance, Trading, Management, Portfolio Management, Financial Services, Financial Analysis, Marketing, Asset Allocation, Market Research, Microsoft Office, Analysis, Microsoft Excel, Client Services, Client Relations, Relationship Management
Education
The George Washington University 2006 — 2010
BBA, Finance
Oliver Ames
Justin Boeker Justin Boeker's UBS Experience March 2003 - February 2004
Job .
Industry Real Estate
Experience
Rohe and Wright Builders July 2014 - Present
Allan Walter Homes July 2012 - Present
Texas A&M Mays Business School August 2010 - December 2011
Entrepreneurial Empowerment in South Africa June 2011 - August 2011
Wilshire Homes August 2007 - May 2010
Royce Builders May 2006 - August 2007
Craft & Associates, Inc March 2004 - April 2006
UBS March 2003 - February 2004
Skills
Project Management, Sales Management, Budgets, Sales, Business Development, Contract Negotiation, Strategic Planning, Team Building, Contract Management, Process Improvement, Negotiation, Construction, Customer Service, Real Estate, Marketing, Market Research, Process Scheduler, Project Planning, Construction Management, Business Strategy, New Business Development, Contractors, Microsoft Office, Marketing Strategy, Forecasting, Procurement, Financial Analysis, Business Planning, Residential Homes, Analysis, Recruiting, Risk Management, Start-ups, Training, Purchasing, Entrepreneurship, Leadership, Competitive Analysis
Education
Texas A&M University - Mays Business School 2010 — 2011
MBA, MBA
University of Nebraska-Lincoln 1999 — 2002
BS, Management
Strake Jesuit College Prep 1996 — 1998
Rohe and Wright Builders July 2014 - Present
Allan Walter Homes July 2012 - Present
Texas A&M Mays Business School August 2010 - December 2011
Entrepreneurial Empowerment in South Africa June 2011 - August 2011
Wilshire Homes August 2007 - May 2010
Royce Builders May 2006 - August 2007
Craft & Associates, Inc March 2004 - April 2006
UBS March 2003 - February 2004
Skills
Project Management, Sales Management, Budgets, Sales, Business Development, Contract Negotiation, Strategic Planning, Team Building, Contract Management, Process Improvement, Negotiation, Construction, Customer Service, Real Estate, Marketing, Market Research, Process Scheduler, Project Planning, Construction Management, Business Strategy, New Business Development, Contractors, Microsoft Office, Marketing Strategy, Forecasting, Procurement, Financial Analysis, Business Planning, Residential Homes, Analysis, Recruiting, Risk Management, Start-ups, Training, Purchasing, Entrepreneurship, Leadership, Competitive Analysis
Education
Texas A&M University - Mays Business School 2010 — 2011
MBA, MBA
University of Nebraska-Lincoln 1999 — 2002
BS, Management
Strake Jesuit College Prep 1996 — 1998
Brian Sieling CRPC CSNA's UBS Experience October 2002 - November 2008
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2008 - Present
UBS October 2002 - November 2008
Morgan Stanley Smith Barney November 1993 - September 2002
ExxonMobil June 1990 - November 1993
Education
Texas Tech University 1985 — 1990
BS Mechanical Engineering, Engineering
Richardson High School 1983 — 1985
Merrill Lynch November 2008 - Present
UBS October 2002 - November 2008
Morgan Stanley Smith Barney November 1993 - September 2002
ExxonMobil June 1990 - November 1993
Education
Texas Tech University 1985 — 1990
BS Mechanical Engineering, Engineering
Richardson High School 1983 — 1985
Steven Lynch, CLU Steven Lynch, CLU's UBS Experience September 2000 - April 2002
Job Financial Advisor at CSB Investments
Industry Financial Services
Experience
CSB Investments November 2013 - Present
PR Wealth Management Group January 2009 - November 2013
Northwestern Mutual March 2004 - January 2009
UBS September 2000 - April 2002
Morgan Stanley April 1998 - September 2000
Skills
Strategic Financial..., Estate Planning, Investments, Disability Insurance, Securities, Retirement Planning, Insurance Planning, Annuities, Wealth Management, Long Term Care, Term Life Insurance, Wealth Accumulation, Retirement Income..., Financial Planning, Insurance, Financial Services, Long Term Care Insurance, FINRA, Investment Advisory
Education
The American College 2003 — 2005
CLU, Financial Services
University of Iowa 1985 — 1989
Ancient History
CSB Investments November 2013 - Present
PR Wealth Management Group January 2009 - November 2013
Northwestern Mutual March 2004 - January 2009
UBS September 2000 - April 2002
Morgan Stanley April 1998 - September 2000
Skills
Strategic Financial..., Estate Planning, Investments, Disability Insurance, Securities, Retirement Planning, Insurance Planning, Annuities, Wealth Management, Long Term Care, Term Life Insurance, Wealth Accumulation, Retirement Income..., Financial Planning, Insurance, Financial Services, Long Term Care Insurance, FINRA, Investment Advisory
Education
The American College 2003 — 2005
CLU, Financial Services
University of Iowa 1985 — 1989
Ancient History
William Riley William Riley's UBS Experience January 2000 - January 2003
Job Chief Executive Officer, Chief Compliance Officer at Riley Wealth Management, LLC
Industry Financial Services
Experience
Riley Wealth Management, LLC January 2008 - Present
Raymond James January 2003 - January 2008
Raymond James January 2003 - January 2008
Raymond James Financial Inc. January 2000 - January 2008
Paine Webber January 2000 - January 2003
UBS January 2000 - January 2003
Merrill Lynch January 1992 - January 1996
Skills
Financial Planning, Portfolio Management, Wealth, Wealth Management, Retirement Planning, Series 7, Tax, Alternative Investments, Asset Management, Mutual Funds, Securities, Estate Planning, Compliance, Equities, Mergers, Annuities, Risk Management, Investments, Investment Advisory, Funding, Series 63, Insurance, Coaching, Financial Advisory, Planning, Retirement, Process Improvement, Strategic Planning, Small Business, Financial Analysis, Customer Relations, Business Planning, Team Building, Analysis, Asset Allocation, Budgeting, Investment Strategies, Asset Protection, Institutional, ETFs, Finance, Fixed Annuities, Mergers, Strategic Financial..., Wealth Management...
Education
Texas Christian University 1969 — 1971
BBA, Business
fort worth country day 1966 — 1969
eastern hills high
Riley Wealth Management, LLC January 2008 - Present
Raymond James January 2003 - January 2008
Raymond James January 2003 - January 2008
Raymond James Financial Inc. January 2000 - January 2008
Paine Webber January 2000 - January 2003
UBS January 2000 - January 2003
Merrill Lynch January 1992 - January 1996
Skills
Financial Planning, Portfolio Management, Wealth, Wealth Management, Retirement Planning, Series 7, Tax, Alternative Investments, Asset Management, Mutual Funds, Securities, Estate Planning, Compliance, Equities, Mergers, Annuities, Risk Management, Investments, Investment Advisory, Funding, Series 63, Insurance, Coaching, Financial Advisory, Planning, Retirement, Process Improvement, Strategic Planning, Small Business, Financial Analysis, Customer Relations, Business Planning, Team Building, Analysis, Asset Allocation, Budgeting, Investment Strategies, Asset Protection, Institutional, ETFs, Finance, Fixed Annuities, Mergers, Strategic Financial..., Wealth Management...
Education
Texas Christian University 1969 — 1971
BBA, Business
fort worth country day 1966 — 1969
eastern hills high
Jenna Vitale's UBS Experience January 2011 - August 2014
Job Student at The College of New Jersey
Industry Design
Experience
Red Bamboo Marketing June 2015 - Present
Barnes & Noble College December 2012 - Present
UBS January 2011 - August 2014
La Bella Promos, LLC September 2013 - January 2014
MJS Tech Services, LLC May 2013 - September 2013
Skills
iMovie, HTML, CSS, Adobe Creative Suite, Arduino, Processing, Maya, Twitter API, Event Planning, Facebook, Illustrator, Research
Education
The College of New Jersey 2012 — 2016
Bachelor's Degree, Animation, Interactive Technology, Video Graphics and Special Effects
Red Bamboo Marketing June 2015 - Present
Barnes & Noble College December 2012 - Present
UBS January 2011 - August 2014
La Bella Promos, LLC September 2013 - January 2014
MJS Tech Services, LLC May 2013 - September 2013
Skills
iMovie, HTML, CSS, Adobe Creative Suite, Arduino, Processing, Maya, Twitter API, Event Planning, Facebook, Illustrator, Research
Education
The College of New Jersey 2012 — 2016
Bachelor's Degree, Animation, Interactive Technology, Video Graphics and Special Effects
John Meek's UBS Experience August 2007 - May 2009
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2011 - Present
Scotia Capital May 2009 - June 2011
UBS August 2007 - May 2009
MRE Consulting, LLC August 2004 - August 2007
Conundrum Consulting, LLC October 2000 - August 2004
Skills
Software Development, Data Modeling, Solution Architecture, Architectural Design, Application Frameworks, CSLA, Database Design, Web Services, Business Analysis, Exchange Traded..., Treasury Management, Vault Management, Canadian Debt Equities, Gas Scheduling Systems, Power Scheduling Systems, Pricing Analysis, Stakeholder Analysis, Proposal Writing, Enterprise Risk..., Project Management, Consulting, Management, Risk Management
Education
Texas State University-San Marcos 1995 — 1997
Bachelor of Arts (BA), Computer Science
JPMorgan Chase July 2011 - Present
Scotia Capital May 2009 - June 2011
UBS August 2007 - May 2009
MRE Consulting, LLC August 2004 - August 2007
Conundrum Consulting, LLC October 2000 - August 2004
Skills
Software Development, Data Modeling, Solution Architecture, Architectural Design, Application Frameworks, CSLA, Database Design, Web Services, Business Analysis, Exchange Traded..., Treasury Management, Vault Management, Canadian Debt Equities, Gas Scheduling Systems, Power Scheduling Systems, Pricing Analysis, Stakeholder Analysis, Proposal Writing, Enterprise Risk..., Project Management, Consulting, Management, Risk Management
Education
Texas State University-San Marcos 1995 — 1997
Bachelor of Arts (BA), Computer Science
Jennifer Habig Reid, CFP®, CIMA®, CRPC® Jennifer Habig Reid, CFP®, CIMA®, CRPC®'s UBS Experience January 2009 - Present
Job VicePresident Wealth Management UBS
Industry Investment Management
Experience
UBS January 2009 - Present
Merrill Lynch June 1998 - January 2009
RBC Dominion Securities 1997 - 1998
Les Grands Ballets Canadiens de Montréal 1990 - 1997
The Joffrey Ballet 1984 - 1990
Skills
Certified Financial..., Wealth Management, Financial Advisory, Investments, Certified Investment...
Education
College of Financial Planning
Financial Planning
The American College
Financial Planning
UBS January 2009 - Present
Merrill Lynch June 1998 - January 2009
RBC Dominion Securities 1997 - 1998
Les Grands Ballets Canadiens de Montréal 1990 - 1997
The Joffrey Ballet 1984 - 1990
Skills
Certified Financial..., Wealth Management, Financial Advisory, Investments, Certified Investment...
Education
College of Financial Planning
Financial Planning
The American College
Financial Planning
Scott Greening Scott Greening's UBS Experience August 2015 - Present
Job Senior Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Thrivent Financial for Lutherans December 2012 - July 2015
Skills
Mutual Funds, Retirement, Investments, Wealth Management, Investment Strategies, Long Term Care Insurance, 401k, Life Insurance, Disability Insurance, Variable Annuities, Investment Management, Portfolio Management, Income Protection, Asset Management, Financial Goals
Education
The College of St. Scholastica 2009 — 2011
Bachelor of Arts (B.A.), Management & Marketing Major, Communications Minor
The College of St. Scholastica
Management and Marketing
UBS August 2015 - Present
Thrivent Financial for Lutherans December 2012 - July 2015
Skills
Mutual Funds, Retirement, Investments, Wealth Management, Investment Strategies, Long Term Care Insurance, 401k, Life Insurance, Disability Insurance, Variable Annuities, Investment Management, Portfolio Management, Income Protection, Asset Management, Financial Goals
Education
The College of St. Scholastica 2009 — 2011
Bachelor of Arts (B.A.), Management & Marketing Major, Communications Minor
The College of St. Scholastica
Management and Marketing
Palak Doshi's UBS Experience July 2008 - April 2009
Job Vice President / Senior BA Mgr at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch/Bank of America August 2009 - Present
UBS July 2008 - April 2009
Morgan Stanley November 2007 - April 2008
NASD (FINRA) April 2007 - October 2007
Wells Fargo April 2006 - April 2007
Wells Fargo Bank April 2006 - April 2007
American Express Technologies October 2005 - April 2006
American Express October 2005 - April 2006
American Express Technologies December 2004 - April 2006
Prudential Financial September 2004 - December 2004
Skills
SDLC, Vendor Management, Requirements Analysis, Business Analysis, Visio, Requirements Gathering, Business Process..., Agile Methodologies, Integration, Business Process, User Acceptance Testing, Risk Management, Business Intelligence, Business Requirements, Analysis
Education
The College of New Jersey 1995 — 1998
Bachelor of Arts and Science, Biology & Philosophy
Merrill Lynch/Bank of America August 2009 - Present
UBS July 2008 - April 2009
Morgan Stanley November 2007 - April 2008
NASD (FINRA) April 2007 - October 2007
Wells Fargo April 2006 - April 2007
Wells Fargo Bank April 2006 - April 2007
American Express Technologies October 2005 - April 2006
American Express October 2005 - April 2006
American Express Technologies December 2004 - April 2006
Prudential Financial September 2004 - December 2004
Skills
SDLC, Vendor Management, Requirements Analysis, Business Analysis, Visio, Requirements Gathering, Business Process..., Agile Methodologies, Integration, Business Process, User Acceptance Testing, Risk Management, Business Intelligence, Business Requirements, Analysis
Education
The College of New Jersey 1995 — 1998
Bachelor of Arts and Science, Biology & Philosophy
Kimberly McQueen's UBS Experience July 2002 - July 2003
Job Senior Compliance Analyst | Regulatory Inquiries, Exams & Outreach at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. October 2014 - Present
LPL Financial August 2013 - September 2014
Home January 2012 - August 2013
Wells Fargo Advisors July 2006 - January 2012
Wachovia Securities, LLC (predecessor firm of Wells Fargo Advisors, LLC) December 2004 - June 2006
VHA September 2003 - November 2004
UBS July 2002 - July 2003
Education
Texas Tech University 1997 — 2001
B.S., Financial Planning
Brownwood High School
Brownwood High School
Stifel Financial Corp. October 2014 - Present
LPL Financial August 2013 - September 2014
Home January 2012 - August 2013
Wells Fargo Advisors July 2006 - January 2012
Wachovia Securities, LLC (predecessor firm of Wells Fargo Advisors, LLC) December 2004 - June 2006
VHA September 2003 - November 2004
UBS July 2002 - July 2003
Education
Texas Tech University 1997 — 2001
B.S., Financial Planning
Brownwood High School
Brownwood High School
Andrea Mulvey's UBS Experience April 2006 - September 2006
Job Associate Director, Property Facultative
Industry Insurance
Experience
Aon Benfield September 2014 - Present
Aon Risk Services February 2008 - September 2014
TopSource Global Solutions May 2007 - August 2007
Merrill Lynch January 2007 - May 2007
UBS April 2006 - September 2006
Skills
Commercial Insurance, Underwriting, Casualty, Brokers, Insurance Brokerage, Insurance, Liability, Risk Management, Energy, Financial Risk, Licensed Property &..., Reinsurance, Oil & Gas Industry, Property & Casualty..., Workers Compensation
Education
Texas A&M University 2003 — 2007
BS, Economics & Political Science
Aon Benfield September 2014 - Present
Aon Risk Services February 2008 - September 2014
TopSource Global Solutions May 2007 - August 2007
Merrill Lynch January 2007 - May 2007
UBS April 2006 - September 2006
Skills
Commercial Insurance, Underwriting, Casualty, Brokers, Insurance Brokerage, Insurance, Liability, Risk Management, Energy, Financial Risk, Licensed Property &..., Reinsurance, Oil & Gas Industry, Property & Casualty..., Workers Compensation
Education
Texas A&M University 2003 — 2007
BS, Economics & Political Science
Marc Haggar's UBS Experience December 2011 - Present
Job Vice President Wealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS December 2011 - Present
Morgan Stanley Private Wealth Management April 2007 - December 2011
Merrill Lynch February 2000 - April 2007
Education
Texas Tech University 1992 — 1996
Business, Marketing
UBS December 2011 - Present
Morgan Stanley Private Wealth Management April 2007 - December 2011
Merrill Lynch February 2000 - April 2007
Education
Texas Tech University 1992 — 1996
Business, Marketing
Mandy Lamadrid's UBS Experience 2001 - 2002
Job Director, HR at McGraw Hill Financial
Industry Oil & Energy
Experience
McGraw Hill Financial July 2015 - Present
Direct Energy July 2013 - July 2015
BMC Software April 2007 - July 2013
LyondellBasell 2004 - 2007
Regions Bank 2002 - 2004
UBS 2001 - 2002
Enron 1999 - 2001
Education
Texas A&M University
BS, Business, Human Resources
McGraw Hill Financial July 2015 - Present
Direct Energy July 2013 - July 2015
BMC Software April 2007 - July 2013
LyondellBasell 2004 - 2007
Regions Bank 2002 - 2004
UBS 2001 - 2002
Enron 1999 - 2001
Education
Texas A&M University
BS, Business, Human Resources
Jeff Lageman's UBS Experience April 2010 - February 2013
Job Vice President Personal Investment Advisory (PIA) Program Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
UBS April 2010 - February 2013
UBS Financial June 2007 - April 2010
Skills
Series 7, Series 66, Project Management, Strategic Planning, Wealth Management, Program Management, Separately Managed..., Portfolio Management, Mutual Funds, ETFs, Business Analysis, Business Strategy, Business Relationship..., Strategy, Investments
Education
The College of New Jersey 2002 — 2006
B.S.
Merrill Lynch February 2014 - Present
UBS April 2010 - February 2013
UBS Financial June 2007 - April 2010
Skills
Series 7, Series 66, Project Management, Strategic Planning, Wealth Management, Program Management, Separately Managed..., Portfolio Management, Mutual Funds, ETFs, Business Analysis, Business Strategy, Business Relationship..., Strategy, Investments
Education
The College of New Jersey 2002 — 2006
B.S.
Donnie Vinson's UBS Experience 2001 - July 2007
Job Director at Citigroup Energy
Industry Oil & Energy
Experience
Citigroup Energy Inc October 2013 - Present
Deutsche Bank October 2010 - 2013
Deutsche Bank Energy Trading July 2007 - December 2010
Deutsche Bank August 2007 - January 2010
UBS 2001 - July 2007
Skills
Commodity, Commodity Markets, Data Analysis, Derivatives, Electricity Markets, Energy, Energy Markets, Financial Modeling, Financial Structuring, Forecasting, Hedging, Leadership, Market Risk, Microsoft Excel, Natural Gas, Options, Risk Management, Swaps, Trading, Trading Systems, Valuation
Education
Texas State University-San Marcos 1993 — 1998
BBA, Finance, General
Citigroup Energy Inc October 2013 - Present
Deutsche Bank October 2010 - 2013
Deutsche Bank Energy Trading July 2007 - December 2010
Deutsche Bank August 2007 - January 2010
UBS 2001 - July 2007
Skills
Commodity, Commodity Markets, Data Analysis, Derivatives, Electricity Markets, Energy, Energy Markets, Financial Modeling, Financial Structuring, Forecasting, Hedging, Leadership, Market Risk, Microsoft Excel, Natural Gas, Options, Risk Management, Swaps, Trading, Trading Systems, Valuation
Education
Texas State University-San Marcos 1993 — 1998
BBA, Finance, General
Amy Stromgren's UBS Experience March 2004 - November 2010
Job Registered Sales Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2010 - Present
UBS March 2004 - November 2010
American National Mortgage/American Abstract & Title August 2003 - March 2004
Republic Bank December 2002 - August 2003
Wells Fargo Advisors September 2000 - December 2002
Skills
Series 7, Series 63, Fixed Income, Equities, Mutual Funds, Securities, Bloomberg, Financial Advisory, Insurance, Investments, Financial Planning, Banking, Portfolio Management
Education
The College of St. Scholastica
NA, Nursing
Ameriprise Financial Services, Inc. November 2010 - Present
UBS March 2004 - November 2010
American National Mortgage/American Abstract & Title August 2003 - March 2004
Republic Bank December 2002 - August 2003
Wells Fargo Advisors September 2000 - December 2002
Skills
Series 7, Series 63, Fixed Income, Equities, Mutual Funds, Securities, Bloomberg, Financial Advisory, Insurance, Investments, Financial Planning, Banking, Portfolio Management
Education
The College of St. Scholastica
NA, Nursing
Jason Arboreen's UBS Experience March 2009 - July 2012
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2012 - Present
UBS March 2009 - July 2012
UBS Investment Bank February 2006 - February 2009
Goldman Sachs 2000 - 2006
Skills
Prime Brokerage, Series 7, Hedge Funds, Series 63, Alternative Investments, Derivatives, Bonds, Fund Administration, Options, Operational Risk, Risk, Change Management
Education
The College of New Jersey 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
JPMorgan Chase July 2012 - Present
UBS March 2009 - July 2012
UBS Investment Bank February 2006 - February 2009
Goldman Sachs 2000 - 2006
Skills
Prime Brokerage, Series 7, Hedge Funds, Series 63, Alternative Investments, Derivatives, Bonds, Fund Administration, Options, Operational Risk, Risk, Change Management
Education
The College of New Jersey 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Derrick Burke's UBS Experience December 2007 - April 2009
Job Councilmember at City of Snohomish
Industry Internet
Experience
City of Snohomish September 2010 - Present
Puget Sound Woodworking LLC June 2010 - Present
Aurumis, Inc. April 2009 - September 2010
UBS December 2007 - April 2009
Amgen April 1999 - October 2007
Skills
Leadership, Marketing, Management, Entrepreneurship, Cross-functional Team..., Strategic Planning, Public Relations, Program Management, Public Speaking, Strategy, Team Leadership, Marketing Strategy, Social Media, Start-ups, Writing, Social Networking, Sales, Team Building, Consulting
Education
University of Washington 2005 — 2007
MBA
The Evergreen State College 1991 — 1995
BA, Environmental Science
City of Snohomish September 2010 - Present
Puget Sound Woodworking LLC June 2010 - Present
Aurumis, Inc. April 2009 - September 2010
UBS December 2007 - April 2009
Amgen April 1999 - October 2007
Skills
Leadership, Marketing, Management, Entrepreneurship, Cross-functional Team..., Strategic Planning, Public Relations, Program Management, Public Speaking, Strategy, Team Leadership, Marketing Strategy, Social Media, Start-ups, Writing, Social Networking, Sales, Team Building, Consulting
Education
University of Washington 2005 — 2007
MBA
The Evergreen State College 1991 — 1995
BA, Environmental Science
Ellen Quinn's UBS Experience October 2012 - Present
Job Director, Mkt. Strategy & Analysis at UBS
Industry Financial Services
Experience
UBS October 2012 - Present
Merrill Lynch January 2010 - October 2012
UBS October 2003 - April 2009
UBS April 2001 - October 2003
Skills
Business Analysis, Project Management, E-commerce, Business Intelligence, Relationship Management
Education
The College of New Jersey 1987 — 1991
BA, Economics
UBS October 2012 - Present
Merrill Lynch January 2010 - October 2012
UBS October 2003 - April 2009
UBS April 2001 - October 2003
Skills
Business Analysis, Project Management, E-commerce, Business Intelligence, Relationship Management
Education
The College of New Jersey 1987 — 1991
BA, Economics
David Thamert's UBS Experience January 1999 - January 2002
Job Sr. Ag Industry Specialist, Wells Fargo Bank N.A.
Industry Banking
Experience
Wells Fargo Bank October 2010 - Present
Commerce Bank February 2008 - October 2010
United Prairie Bank January 2003 - February 2008
Strong Investments January 2002 - October 2002
UBS January 1999 - January 2002
Education
The College of St. Scholastica 1998 — 2002
BA, Applied Economics
Wells Fargo Bank October 2010 - Present
Commerce Bank February 2008 - October 2010
United Prairie Bank January 2003 - February 2008
Strong Investments January 2002 - October 2002
UBS January 1999 - January 2002
Education
The College of St. Scholastica 1998 — 2002
BA, Applied Economics
David J. Namdar, CFA's UBS Experience 2007 - 2009
Job Investment Professional
Industry Investment Management
Experience
Abundance Capital 2015 - Present
Marto Capital 2015 - Present
AcordIQ 2015 - Present
SolidX Partners Inc. 2014 - Present
MedPilot Inc. 2014 - Present
Millennium Partners 2011 - 2014
First New York Securities January 2010 - December 2010
UBS 2007 - 2009
Goldman Sachs 2006 - 2006
Skills
Trading, Hedge Funds, Equities, Asset Management, Equity Trading, Emerging Markets, Financial Modeling, Valuation, Alternative Investments, Financial Markets, Swaps, Bloomberg, Bitcoin, Cryptocurrency, Investment Banking, Institutional..., Equity Derivatives, Digital Finance, Finance, Fixed Income, Capital Markets, Derivatives, Portfolio Management, Equity Research, Investments, Equity Swaps, Financial Analysis, Options, Securities, Corporate Finance, Strategy
Education
University of Southern California 2003 — 2007
University of Southern California - Marshall School of Business 2003 — 2007
Finance / International Business
The Chinese University of Hong Kong 2006 — 2006
Abundance Capital 2015 - Present
Marto Capital 2015 - Present
AcordIQ 2015 - Present
SolidX Partners Inc. 2014 - Present
MedPilot Inc. 2014 - Present
Millennium Partners 2011 - 2014
First New York Securities January 2010 - December 2010
UBS 2007 - 2009
Goldman Sachs 2006 - 2006
Skills
Trading, Hedge Funds, Equities, Asset Management, Equity Trading, Emerging Markets, Financial Modeling, Valuation, Alternative Investments, Financial Markets, Swaps, Bloomberg, Bitcoin, Cryptocurrency, Investment Banking, Institutional..., Equity Derivatives, Digital Finance, Finance, Fixed Income, Capital Markets, Derivatives, Portfolio Management, Equity Research, Investments, Equity Swaps, Financial Analysis, Options, Securities, Corporate Finance, Strategy
Education
University of Southern California 2003 — 2007
University of Southern California - Marshall School of Business 2003 — 2007
Finance / International Business
The Chinese University of Hong Kong 2006 — 2006
Chris Behney's UBS Experience June 2005 - October 2012
Job Managing Director at DTCC
Industry Information Technology and Services
Experience
DTCC October 2012 - Present
UBS June 2005 - October 2012
UBS Investment Bank 2002 - June 2005
Enron 1995 - 2002
Enron 1995 - 2002
Skills
Vendor Management, IT Strategy, Management, IT Service Management, Infrastructure, Agile Methodologies, IT Management, Program Management, Strategy, Data Center, Leadership, Networking, ITIL, Servers, Disaster Recovery, Risk Management, Security, Business Analysis, Enterprise Architecture, Equities, Outsourcing, Storage Optimization, Messaging, Operations Management
Education
The Citadel 1989 — 1993
BS, Computer Science
DTCC October 2012 - Present
UBS June 2005 - October 2012
UBS Investment Bank 2002 - June 2005
Enron 1995 - 2002
Enron 1995 - 2002
Skills
Vendor Management, IT Strategy, Management, IT Service Management, Infrastructure, Agile Methodologies, IT Management, Program Management, Strategy, Data Center, Leadership, Networking, ITIL, Servers, Disaster Recovery, Risk Management, Security, Business Analysis, Enterprise Architecture, Equities, Outsourcing, Storage Optimization, Messaging, Operations Management
Education
The Citadel 1989 — 1993
BS, Computer Science
Thomas A. Stacy's UBS Experience September 2007 - Present
Job Director, Branch Manager UBS Financial Services Inc.
Industry Financial Services
Experience
UBS September 2007 - Present
Merrill Lynch June 2002 - September 2007
Education
Texas Christian University 1988 — 1992
Bachelor of Science
UBS September 2007 - Present
Merrill Lynch June 2002 - September 2007
Education
Texas Christian University 1988 — 1992
Bachelor of Science
Patty Donahue's UBS Experience 2002 - 2007
Job at BTG Pactual
Industry Financial Services
Experience
BTG Pactual (Formerly part of UBS) November 2009 - Present
TPG Search & Link Global Solutions March 2007 - November 2009
UBS 2002 - 2007
JP Morgan Chase (Formerley Hambrecht & Quist) 2000 - 2002
Merrill lynch 1999 - 2000
Hambrecht & Quist January 1995 - March 1999
Education
Greenwich Catholic
The Catholic University of America
Bachelors
BTG Pactual (Formerly part of UBS) November 2009 - Present
TPG Search & Link Global Solutions March 2007 - November 2009
UBS 2002 - 2007
JP Morgan Chase (Formerley Hambrecht & Quist) 2000 - 2002
Merrill lynch 1999 - 2000
Hambrecht & Quist January 1995 - March 1999
Education
Greenwich Catholic
The Catholic University of America
Bachelors
Jason Taraszki, CAIA, CFP's UBS Experience December 2013 - Present
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS December 2013 - Present
Merrill Lynch May 2000 - December 2013
Education
Texas Christian University
Bachelor of Business Administration (B.B.A.), Accounting
UBS December 2013 - Present
Merrill Lynch May 2000 - December 2013
Education
Texas Christian University
Bachelor of Business Administration (B.B.A.), Accounting
Son-Mi Lee's UBS Experience 2002 - 2007
Job Director, Regulatory Inquiries & Compliance Advisory for New Business Initiatives & Special Projects
Industry Investment Banking
Experience
Guggenheim Securities October 2013 - Present
Wells Fargo Securities 2010 - October 2013
Societe Generale 2007 - 2008
UBS 2002 - 2007
FINRA - Market Regulation 2000 - 2002
FINRA - Dispute Resolution 1997 - 2000
Skills
Securities, Equity Capital Markets, Equities, Capital Markets, Derivatives
Education
University of Virginia 1988 — 1992
Bachelor of Arts (B.A.), Government & Religion
The Catholic University of America, Columbus School of Law
Doctor of Law (JD)
Guggenheim Securities October 2013 - Present
Wells Fargo Securities 2010 - October 2013
Societe Generale 2007 - 2008
UBS 2002 - 2007
FINRA - Market Regulation 2000 - 2002
FINRA - Dispute Resolution 1997 - 2000
Skills
Securities, Equity Capital Markets, Equities, Capital Markets, Derivatives
Education
University of Virginia 1988 — 1992
Bachelor of Arts (B.A.), Government & Religion
The Catholic University of America, Columbus School of Law
Doctor of Law (JD)
Christene Riendeau's UBS Experience June 2004 - June 2006
Job Director, Reunion Giving and Classbased Fundraising at the College of the Holy Cross
Industry Higher Education
Experience
College of the Holy Cross April 2014 - Present
College of the Holy Cross January 2012 - April 2014
UBS June 2004 - June 2006
UBS February 2003 - June 2004
UBS December 1999 - February 2003
PaineWebber June 1996 - November 1999
Skills
Nonprofits, Public Speaking, Editing, Philanthropy, Research, Media Relations, Press Releases, Annual Giving, Newsletters, Marketing Communications, Fundraising, Sponsorship, Social Networking
Education
The College of New Jersey 1993 — 1996
Bachelor of Arts (BA), English Literature
Monsignor Donovan 1988 — 1992
College of the Holy Cross April 2014 - Present
College of the Holy Cross January 2012 - April 2014
UBS June 2004 - June 2006
UBS February 2003 - June 2004
UBS December 1999 - February 2003
PaineWebber June 1996 - November 1999
Skills
Nonprofits, Public Speaking, Editing, Philanthropy, Research, Media Relations, Press Releases, Annual Giving, Newsletters, Marketing Communications, Fundraising, Sponsorship, Social Networking
Education
The College of New Jersey 1993 — 1996
Bachelor of Arts (BA), English Literature
Monsignor Donovan 1988 — 1992
Carl Repoli's UBS Experience March 2007 - July 2007
Job Principal Consultant at Capco
Industry Management Consulting
Experience
Capco October 2014 - Present
Capco October 2012 - September 2014
Capco January 2012 - September 2012
Deloitte Consulting July 2009 - January 2012
Freddie Mac May 2008 - August 2008
UBS March 2007 - July 2007
The White House November 2006 - February 2007
Red Bull March 2006 - August 2006
Skills
Capital Markets, Financial Modeling, Management Consulting, Financial Analysis, Valuation, Business Analysis, Corporate Finance, Investment Banking, Derivatives, Program Management
Education
The George Washington University 2005 — 2009
BBA, Finance
Capco October 2014 - Present
Capco October 2012 - September 2014
Capco January 2012 - September 2012
Deloitte Consulting July 2009 - January 2012
Freddie Mac May 2008 - August 2008
UBS March 2007 - July 2007
The White House November 2006 - February 2007
Red Bull March 2006 - August 2006
Skills
Capital Markets, Financial Modeling, Management Consulting, Financial Analysis, Valuation, Business Analysis, Corporate Finance, Investment Banking, Derivatives, Program Management
Education
The George Washington University 2005 — 2009
BBA, Finance
West Griffin's UBS Experience 1993 - 1996
Job President at Renovar Resources
Industry Oil & Energy
Experience
Renovar Resources January 2015 - Present
Energy XXI July 2005 - October 2014
Alon USA January 2004 - December 2004
Energy Asset Management, LLC 2002 - 2003
InterGen North America 1999 - 2002
InterGen 1996 - 1999
UBS 1993 - 1996
Bankers Trust 1985 - 1993
Skills
Due Diligence, Energy, Energy Industry, Mergers & Acquisitions, Natural Gas, Financial Modeling, Corporate Finance, Petroleum, Financial Analysis, Upstream, Gas, Private Equity, Risk Management, Oil/Gas, Valuation, Budgets, Oil & Gas, Capital Markets
Education
Thayer School of Engineering at Dartmouth 1983 — 1985
Bachelor of Engineering (BE)
The Amos Tuck School of Business 1982 — 1985
Master of Business Administration (MBA), Accounting and Finance
Dartmouth College 1979 — 1983
Bachelor's degree
Renovar Resources January 2015 - Present
Energy XXI July 2005 - October 2014
Alon USA January 2004 - December 2004
Energy Asset Management, LLC 2002 - 2003
InterGen North America 1999 - 2002
InterGen 1996 - 1999
UBS 1993 - 1996
Bankers Trust 1985 - 1993
Skills
Due Diligence, Energy, Energy Industry, Mergers & Acquisitions, Natural Gas, Financial Modeling, Corporate Finance, Petroleum, Financial Analysis, Upstream, Gas, Private Equity, Risk Management, Oil/Gas, Valuation, Budgets, Oil & Gas, Capital Markets
Education
Thayer School of Engineering at Dartmouth 1983 — 1985
Bachelor of Engineering (BE)
The Amos Tuck School of Business 1982 — 1985
Master of Business Administration (MBA), Accounting and Finance
Dartmouth College 1979 — 1983
Bachelor's degree
Samuel Weiss's UBS Experience June 2008 - August 2008
Job IT Consultant at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse 2012 - 2014
UBS June 2008 - August 2008
Mash'av Center September 2006 - June 2007
Teaneck Volunteer Ambulance Corps June 2005 - September 2005
Skills
Matlab, Microsoft Office, PowerPoint, Word, Excel, SQL, Filezilla, Business Analysis, Microsoft Excel, Databases, Microsoft Word
Education
The Cooper Union for the Advancement of Science and Art 2007 — 2011
Bachelors of Engineering, Electrical Engineering
Credit Suisse 2012 - 2014
UBS June 2008 - August 2008
Mash'av Center September 2006 - June 2007
Teaneck Volunteer Ambulance Corps June 2005 - September 2005
Skills
Matlab, Microsoft Office, PowerPoint, Word, Excel, SQL, Filezilla, Business Analysis, Microsoft Excel, Databases, Microsoft Word
Education
The Cooper Union for the Advancement of Science and Art 2007 — 2011
Bachelors of Engineering, Electrical Engineering
Kristin (Albrecht) Huff's UBS Experience March 2002 - March 2004
Job Controller NAGP at BP
Industry Oil & Energy
Experience
BP July 2014 - Present
Deustche Bank October 2008 - July 2014
Fortis Energy Marketing & Trading 2004 - 2008
UBS March 2002 - March 2004
Enron October 1994 - March 2002
Ernst & Young September 1991 - October 1994
Skills
Commodity, Commodity Markets, Derivatives, Energy Markets, Financial Modeling, Hedging, Natural Gas, Options, Risk Management, Trading, Commodity Risk..., Financial Risk, Swaps, Market Risk, Trading Systems
Education
Texas A&M University 1987 — 1991
BBA, Accounting
BP July 2014 - Present
Deustche Bank October 2008 - July 2014
Fortis Energy Marketing & Trading 2004 - 2008
UBS March 2002 - March 2004
Enron October 1994 - March 2002
Ernst & Young September 1991 - October 1994
Skills
Commodity, Commodity Markets, Derivatives, Energy Markets, Financial Modeling, Hedging, Natural Gas, Options, Risk Management, Trading, Commodity Risk..., Financial Risk, Swaps, Market Risk, Trading Systems
Education
Texas A&M University 1987 — 1991
BBA, Accounting
Maria Castro's UBS Experience August 2014 - Present
Job Compliance Risk Operations at UBS
Industry Financial Services
Experience
UBS August 2014 - Present
PRMG, Inc. September 2013 - August 2014
Consultant October 2012 - September 2013
InterLinc Mortgage Services, LLC April 2012 - October 2012
Envoy Mortgage August 2008 - April 2012
First Houston Mortgage, Ltd. (Envoy Mortgage Ltd.) August 2008 - August 2009
Mortgage Alternatives- Gregg & Valby, L.L.P (Contract) March 2008 - July 2008
FIrst Source Mortgage ( Ongoing Contracts) January 2006 - January 2008
USA Bank (Ongoing Contract) January 2006 - January 2007
First Franklin October 2003 - January 2006
Skills
Mortgage Banking, Mortgage Lending, FHA, Loans, Loan Origination, Due Diligence, Refinance, Licensing, Mortgage Marketing, RESPA, Credit, Banking, VA loans, AML, Underwriting, Residential Mortgages, Financial Risk, Closings, Leadership, Legal Research, Auditing, Mortgage Underwriting, Risk Management, Credit Risk, Mortgage Licensing, Post Closing, Bookkeeping, Red Flags, HMDA, Conventional, VA, Coordination, FHLMC Training, USDA, Credit Analysis, Loan Servicing, Loss Mitigation, Reverse Mortgages, FHA financing, Time Management, Document Review, Accounting, Compliance, REO, FHA Financing, VA Loans, Anti Money Laundering
Education
The College of Westchester 1993 — 1995
Associate's degree, Accounting and Business/Management
UBS August 2014 - Present
PRMG, Inc. September 2013 - August 2014
Consultant October 2012 - September 2013
InterLinc Mortgage Services, LLC April 2012 - October 2012
Envoy Mortgage August 2008 - April 2012
First Houston Mortgage, Ltd. (Envoy Mortgage Ltd.) August 2008 - August 2009
Mortgage Alternatives- Gregg & Valby, L.L.P (Contract) March 2008 - July 2008
FIrst Source Mortgage ( Ongoing Contracts) January 2006 - January 2008
USA Bank (Ongoing Contract) January 2006 - January 2007
First Franklin October 2003 - January 2006
Skills
Mortgage Banking, Mortgage Lending, FHA, Loans, Loan Origination, Due Diligence, Refinance, Licensing, Mortgage Marketing, RESPA, Credit, Banking, VA loans, AML, Underwriting, Residential Mortgages, Financial Risk, Closings, Leadership, Legal Research, Auditing, Mortgage Underwriting, Risk Management, Credit Risk, Mortgage Licensing, Post Closing, Bookkeeping, Red Flags, HMDA, Conventional, VA, Coordination, FHLMC Training, USDA, Credit Analysis, Loan Servicing, Loss Mitigation, Reverse Mortgages, FHA financing, Time Management, Document Review, Accounting, Compliance, REO, FHA Financing, VA Loans, Anti Money Laundering
Education
The College of Westchester 1993 — 1995
Associate's degree, Accounting and Business/Management
John Rex Hewitt's UBS Experience February 2007 - February 2009
Job CEO Mazeray
Industry Investment Management
Experience
Mazeray January 2011 - Present
Limit Up Capital October 2009 - Present
UBS February 2007 - February 2009
UBS Wealth Management February 2007 - February 2009
Smith Barney January 1994 - February 2007
Petrogas January 1990 - January 1994
Skills
Trading, Commodity, Alternative Investments, Mutual Funds, Investments, Hedging, Commodity Markets, Energy, Financial Risk, Structured Products, Valuation, Mergers & Acquisitions, Asset Management, Portfolio Management, Strategy, New Business Development, Analysis, Marketing Strategy, Leadership, Marketing, Entrepreneurship, Sales Management, Options, Management, Finance
Education
Texas A&M University 1985 — 1990
BS, Economics and Finance
Mazeray January 2011 - Present
Limit Up Capital October 2009 - Present
UBS February 2007 - February 2009
UBS Wealth Management February 2007 - February 2009
Smith Barney January 1994 - February 2007
Petrogas January 1990 - January 1994
Skills
Trading, Commodity, Alternative Investments, Mutual Funds, Investments, Hedging, Commodity Markets, Energy, Financial Risk, Structured Products, Valuation, Mergers & Acquisitions, Asset Management, Portfolio Management, Strategy, New Business Development, Analysis, Marketing Strategy, Leadership, Marketing, Entrepreneurship, Sales Management, Options, Management, Finance
Education
Texas A&M University 1985 — 1990
BS, Economics and Finance
Pam Clayton's UBS Experience 2007 - 2008
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wachovia Securities September 2008 - January 2015
UBS Investment Bank February 2007 - June 2008
UBS 2007 - 2008
Fitch Ratings February 2000 - February 2007
University of Texas System June 1982 - February 2000
University of Texas 1982 - 2000
Skills
Fixed Income, Management, Capital Markets, Securities, Financial Modeling, Investments, Finance, Credit Analysis, Investment Banking, Bonds, Bloomberg, Asset Management
Education
Texas State University 1986 — 1988
MBA, Business
The University of Texas at Austin 1979 — 1981
BBA, Business - Finance
Wachovia Securities September 2008 - January 2015
UBS Investment Bank February 2007 - June 2008
UBS 2007 - 2008
Fitch Ratings February 2000 - February 2007
University of Texas System June 1982 - February 2000
University of Texas 1982 - 2000
Skills
Fixed Income, Management, Capital Markets, Securities, Financial Modeling, Investments, Finance, Credit Analysis, Investment Banking, Bonds, Bloomberg, Asset Management
Education
Texas State University 1986 — 1988
MBA, Business
The University of Texas at Austin 1979 — 1981
BBA, Business - Finance
Barnet Fishbein's UBS Experience December 1981 - Present
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS December 1981 - Present
Skills
Financial Advisory, Estate Planning, Private Equity, Risk Management, Insurance, Series 65, Municipal Bonds, Wealth Management..., Product Control, Structured Products, Credit Trading, FINRA
Education
University of Houston 1975 — 1978
Doctor of Law (J.D.)
The University of Texas at Austin 1973 — 1975
Bachelor of Business Administration (BBA), Accounting
The George Washington University
The George Washington University
UBS December 1981 - Present
Skills
Financial Advisory, Estate Planning, Private Equity, Risk Management, Insurance, Series 65, Municipal Bonds, Wealth Management..., Product Control, Structured Products, Credit Trading, FINRA
Education
University of Houston 1975 — 1978
Doctor of Law (J.D.)
The University of Texas at Austin 1973 — 1975
Bachelor of Business Administration (BBA), Accounting
The George Washington University
The George Washington University
Claudine Kuhn's UBS Experience November 2000 - June 2002
Job Housing Coordinator at ALTOUR
Industry Entertainment
Experience
ALTOUR March 2015 - Present
Road Rebel February 2007 - June 2014
Commonwealth Title February 2003 - September 2006
UBS November 2000 - June 2002
The House of Representatives, A Talent Agency October 1999 - October 2000
Skills
Social Media Marketing, Social Media, Hospitality, Event Management, Event Planning, Entertainment, Hospitality Management, Television, Hospitality Industry, Customer Service, Corporate Events, Film, Tourism, Social Networking, Marketing
Education
The American University of Paris 1996 — 1999
Bachelor's degree, International Business
University of Bridgeport 1995 — 1996
Business Administration and Management, General
ALTOUR March 2015 - Present
Road Rebel February 2007 - June 2014
Commonwealth Title February 2003 - September 2006
UBS November 2000 - June 2002
The House of Representatives, A Talent Agency October 1999 - October 2000
Skills
Social Media Marketing, Social Media, Hospitality, Event Management, Event Planning, Entertainment, Hospitality Management, Television, Hospitality Industry, Customer Service, Corporate Events, Film, Tourism, Social Networking, Marketing
Education
The American University of Paris 1996 — 1999
Bachelor's degree, International Business
University of Bridgeport 1995 — 1996
Business Administration and Management, General
Dax McCracken, AAMS®'s UBS Experience June 2007 - Present
Job First Vice President Financial Advisor Wealth Management, Retirement Services
Industry Financial Services
Experience
UBS June 2007 - Present
Education
Texas State University
BBA, Finance
UBS June 2007 - Present
Education
Texas State University
BBA, Finance
Dana Einhaus's UBS Experience February 2013 - Present
Job Chief Risk Officer, UBS Trust Company
Industry Financial Services
Experience
UBS February 2013 - Present
DTCC June 2011 - February 2013
Bank of America - Merrill Lynch May 2010 - June 2011
Merrill Lynch May 2008 - May 2010
Merrill Lynch February 2007 - May 2008
Merrill Lynch January 2004 - February 2007
Merrill Lynch September 2000 - December 2003
Merrill Lynch Investment Managers May 1992 - September 2000
Skills
Enterprise Risk..., Auditing, Internal Audit, Banking, Financial Services
Education
The College of New Jersey 1988 — 1992
B.S., Accountancy
UBS February 2013 - Present
DTCC June 2011 - February 2013
Bank of America - Merrill Lynch May 2010 - June 2011
Merrill Lynch May 2008 - May 2010
Merrill Lynch February 2007 - May 2008
Merrill Lynch January 2004 - February 2007
Merrill Lynch September 2000 - December 2003
Merrill Lynch Investment Managers May 1992 - September 2000
Skills
Enterprise Risk..., Auditing, Internal Audit, Banking, Financial Services
Education
The College of New Jersey 1988 — 1992
B.S., Accountancy
Grant Bingham's UBS Experience January 2002 - January 2004
Job Financial Rep at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2009 - Present
Fidelity Investments February 2004 - December 2008
UBS January 2002 - January 2004
Skills
Retirement Planning, Series 7, IRA's, Series 24, Series 66
Education
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.)
TD Ameritrade May 2009 - Present
Fidelity Investments February 2004 - December 2008
UBS January 2002 - January 2004
Skills
Retirement Planning, Series 7, IRA's, Series 24, Series 66
Education
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.)
Achson Chin's UBS Experience 2012 - 2013
Job Operating Executive | COO | Business Manager | Securities & Capital Markets | Private Equity | Open to New Opportunities
Industry Financial Services
Experience
Wipro Technologies 2013 - 2013
UBS 2012 - 2013
Citigroup 2006 - 2011
Citigroup 2005 - 2006
Citigroup 2001 - 2005
Citigroup 2000 - 2001
Citi 1996 - 2000
JPMorgan Chase 1994 - 1996
Citi 1986 - 1994
FMC Corporation 1979 - 1986
Skills
Business Analysis, CRM, Cross-functional Team..., Product Management, Financial Services, Strategic Planning, Strategy, Start-ups, Analytics, Equities, Business Development, Capital Markets, Analysis, Process Improvement, Leadership, Private Equity, P&L Responsibility, Margin Enhancement, Revenue Acceleration, Operating Improvements, COO, Risk Management, Business Strategy, Operations Management, Process Engineering, Management, Program Management, Banking, Finance, Securities, Project Planning, Business Process..., Business Management, Business Planning, Product Development, Project Management, Business Intelligence, Management Consulting, Forecasting, Process Management, Project Engineering, Strategic Financial..., Competitive Analysis, Financial Planning, Financial Management, Manufacturing Management, Business Performance..., Manufacturing..., Requirements Analysis, PMO
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
The Cooper Union for the Advancement of Science and Art
Bachelor of Engineering, Chemical Engineering
Wipro Technologies 2013 - 2013
UBS 2012 - 2013
Citigroup 2006 - 2011
Citigroup 2005 - 2006
Citigroup 2001 - 2005
Citigroup 2000 - 2001
Citi 1996 - 2000
JPMorgan Chase 1994 - 1996
Citi 1986 - 1994
FMC Corporation 1979 - 1986
Skills
Business Analysis, CRM, Cross-functional Team..., Product Management, Financial Services, Strategic Planning, Strategy, Start-ups, Analytics, Equities, Business Development, Capital Markets, Analysis, Process Improvement, Leadership, Private Equity, P&L Responsibility, Margin Enhancement, Revenue Acceleration, Operating Improvements, COO, Risk Management, Business Strategy, Operations Management, Process Engineering, Management, Program Management, Banking, Finance, Securities, Project Planning, Business Process..., Business Management, Business Planning, Product Development, Project Management, Business Intelligence, Management Consulting, Forecasting, Process Management, Project Engineering, Strategic Financial..., Competitive Analysis, Financial Planning, Financial Management, Manufacturing Management, Business Performance..., Manufacturing..., Requirements Analysis, PMO
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
The Cooper Union for the Advancement of Science and Art
Bachelor of Engineering, Chemical Engineering
Hillary M. Ambrose's UBS Experience September 2002 - July 2006
Job Vice President
Industry Financial Services
Experience
Neuberger Berman July 2006 - Present
UBS September 2002 - July 2006
Skills
Mutual Funds, Series 7, Alternative Investments, Series 24, Series 63, FINRA, Fixed Income, Asset Allocation, Equities, Investment Advisory, Portfolio Management, Retirement Planning
Education
The Catholic University of America 1997 — 2001
BA, Media Studies
Loyola School 1993 — 1997
Neuberger Berman July 2006 - Present
UBS September 2002 - July 2006
Skills
Mutual Funds, Series 7, Alternative Investments, Series 24, Series 63, FINRA, Fixed Income, Asset Allocation, Equities, Investment Advisory, Portfolio Management, Retirement Planning
Education
The Catholic University of America 1997 — 2001
BA, Media Studies
Loyola School 1993 — 1997
Cherise Arnold's UBS Experience 1999 - 2009
Job Investment Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. August 1999 - July 2012
UBS 1999 - 2009
Education
Texas State University 1993 — 1999
UBS Financial Services, Inc. August 1999 - July 2012
UBS 1999 - 2009
Education
Texas State University 1993 — 1999
Carly Sharon's UBS Experience 2010 - Present
Job UBS
Industry Financial Services
Experience
UBS 2010 - Present
Neal Meltzer Fine Art, Inc. October 2008 - August 2010
National Gallery of Art December 2007 - May 2008
Skills
Social Media, Portfolio Management, Asset Allocation, Social Media Marketing, Event Planning, Investment Strategies, Marketing, Business Development, Financial Advisory, Marketing Strategy
Education
The George Washington University
Magna Cum Laude, Art History
UBS 2010 - Present
Neal Meltzer Fine Art, Inc. October 2008 - August 2010
National Gallery of Art December 2007 - May 2008
Skills
Social Media, Portfolio Management, Asset Allocation, Social Media Marketing, Event Planning, Investment Strategies, Marketing, Business Development, Financial Advisory, Marketing Strategy
Education
The George Washington University
Magna Cum Laude, Art History
Sam Rizzo's UBS Experience January 2006 - October 2009
Job Advisor at Valori Solutions
Industry Financial Services
Experience
Valori Solutions November 2009 - Present
UBS January 2006 - October 2009
Skills
Bonds, Commodity, Finance, Mutual Funds, Estate Planning, Wealth Management, Financial Advisory, Investment Advisory, Investments, Securities, Customer Service, Financial Services, Portfolio Management
Education
Texas A&M University 1977 — 1981
BBA, Finance
Valori Solutions November 2009 - Present
UBS January 2006 - October 2009
Skills
Bonds, Commodity, Finance, Mutual Funds, Estate Planning, Wealth Management, Financial Advisory, Investment Advisory, Investments, Securities, Customer Service, Financial Services, Portfolio Management
Education
Texas A&M University 1977 — 1981
BBA, Finance
Liz Worsnop, CIMA®'s UBS Experience 1998 - 2001
Job WBS Productivity Consultant
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors January 2014 - June 2014
Wells Fargo Advisors June 2008 - December 2013
Raymond James Financial Inc. March 2008 - June 2008
Morgan Keegan September 2001 - March 2008
UBS 1998 - 2001
Skills
Strategic Financial..., Investments, Series 7, Series 63, Wealth Management, Retirement Planning, Uniform Combined State..., Mutual Funds, Investment Advisory, Risk Management, Series 65, Separately Managed..., Salesforce.com, Asset Based Lending, Asset Allocation, Financial Advisory, Alternative Investments, Financial Planning, Finance, Securities, Portfolio Management, Financial Services, Asset Management, Retirement, Equities
Education
Texas A&M University 1990 — 1994
BBA, Marketing & Management
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors January 2014 - June 2014
Wells Fargo Advisors June 2008 - December 2013
Raymond James Financial Inc. March 2008 - June 2008
Morgan Keegan September 2001 - March 2008
UBS 1998 - 2001
Skills
Strategic Financial..., Investments, Series 7, Series 63, Wealth Management, Retirement Planning, Uniform Combined State..., Mutual Funds, Investment Advisory, Risk Management, Series 65, Separately Managed..., Salesforce.com, Asset Based Lending, Asset Allocation, Financial Advisory, Alternative Investments, Financial Planning, Finance, Securities, Portfolio Management, Financial Services, Asset Management, Retirement, Equities
Education
Texas A&M University 1990 — 1994
BBA, Marketing & Management
Oliver Hunt's UBS Experience May 2009 - August 2009
Job Account Executive at MetLife
Industry Insurance
Experience
MetLife July 2010 - Present
UBS May 2009 - August 2009
Education
Texas A&M University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, 3.4
MetLife July 2010 - Present
UBS May 2009 - August 2009
Education
Texas A&M University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, 3.4
Jayne Travers's UBS Experience February 1986 - August 1999
Job Director Business Management / Risk Management at CIBC
Industry Financial Services
Experience
CIBC March 2014 - Present
Rabobank North America Wholesale September 1999 - August 2010
UBS February 1986 - August 1999
Skills
Banking, Credit, Risk Management, Investment Banking, Due Diligence, Credit Analysis, Business Analysis, Financial Modeling, Analysis, Auditing, Management, Credit Risk, Financial Reporting, Relationship Management, Financial Risk, Portfolio Management
Education
Union Bank of Switzerland 1992 — 1992
Formal Credit Training Program
New York Institute of Finance 1991 — 1991
Financial Accounting
The College of New Rochelle
BS, Business/Economics
CIBC March 2014 - Present
Rabobank North America Wholesale September 1999 - August 2010
UBS February 1986 - August 1999
Skills
Banking, Credit, Risk Management, Investment Banking, Due Diligence, Credit Analysis, Business Analysis, Financial Modeling, Analysis, Auditing, Management, Credit Risk, Financial Reporting, Relationship Management, Financial Risk, Portfolio Management
Education
Union Bank of Switzerland 1992 — 1992
Formal Credit Training Program
New York Institute of Finance 1991 — 1991
Financial Accounting
The College of New Rochelle
BS, Business/Economics
Blair Kurtz's UBS Experience September 2010 - December 2013
Job Administrative Manager at UBS
Industry Financial Services
Experience
UBS September 2010 - December 2013
E*TRADE Financial August 2009 - September 2010
Morgan Stanley April 2008 - August 2009
Pequot Capital June 2007 - April 2008
Skills
Series 7, Series 9, Series 10, Series 63, Series 66
Education
University of Pittsburgh 2004 — 2007
Bachelor of Arts, English Literature, Business Administration
The George Washington University 2003 — 2004
N/A
UBS September 2010 - December 2013
E*TRADE Financial August 2009 - September 2010
Morgan Stanley April 2008 - August 2009
Pequot Capital June 2007 - April 2008
Skills
Series 7, Series 9, Series 10, Series 63, Series 66
Education
University of Pittsburgh 2004 — 2007
Bachelor of Arts, English Literature, Business Administration
The George Washington University 2003 — 2004
N/A
Eric Keller, ChFC®, CFS's UBS Experience July 1998 - January 2004
Job Sales Support Specialist
Industry Financial Services
Experience
First Command Financial Services January 2015 - Present
Farmer's Insurance May 2014 - October 2014
Curian Capital January 2011 - May 2014
MULTI-FUNDS, INC July 2010 - January 2011
Great-West Life January 2008 - May 2010
Thrivent Financial for Lutherans January 2006 - January 2008
JPMorgan Chase January 2004 - January 2006
UBS July 1998 - January 2004
Skills
Mutual Funds, Fixed Annuities, Financial Advisory, Insurance, Series 63, 401k, Retirement Planning, Series 7, Uniform Combined State..., Asset Allocation, Estate Planning, Strategic Financial..., Life Insurance, Investments, Retirement, Finance, Variable Annuities, Alternative Investments, Separately Managed..., Long-term Care, Sales Management, Small Business, Separate Accounts, Strategy, Sales, Banking, CRM, Asset Management, Securities, Wealth Management, Series 65, FINRA, Investment Advisory, IRAs, Investment Strategies, Series 24, Financial Services, ETFs, Wealth, Portfolio Management, Investment Management, Annuities, Chartered Financial..., Financial Planning, Management, Relationship Management, Series 6, Risk Management
Education
The American College 2010 — 2013
Designation, Chartered Financial Consultant
Institute of Business and Finance 2011 — 2011
Designation, Certified Fund Specialist
University of New Orleans 1983 — 1989
BS, Management
First Command Financial Services January 2015 - Present
Farmer's Insurance May 2014 - October 2014
Curian Capital January 2011 - May 2014
MULTI-FUNDS, INC July 2010 - January 2011
Great-West Life January 2008 - May 2010
Thrivent Financial for Lutherans January 2006 - January 2008
JPMorgan Chase January 2004 - January 2006
UBS July 1998 - January 2004
Skills
Mutual Funds, Fixed Annuities, Financial Advisory, Insurance, Series 63, 401k, Retirement Planning, Series 7, Uniform Combined State..., Asset Allocation, Estate Planning, Strategic Financial..., Life Insurance, Investments, Retirement, Finance, Variable Annuities, Alternative Investments, Separately Managed..., Long-term Care, Sales Management, Small Business, Separate Accounts, Strategy, Sales, Banking, CRM, Asset Management, Securities, Wealth Management, Series 65, FINRA, Investment Advisory, IRAs, Investment Strategies, Series 24, Financial Services, ETFs, Wealth, Portfolio Management, Investment Management, Annuities, Chartered Financial..., Financial Planning, Management, Relationship Management, Series 6, Risk Management
Education
The American College 2010 — 2013
Designation, Chartered Financial Consultant
Institute of Business and Finance 2011 — 2011
Designation, Certified Fund Specialist
University of New Orleans 1983 — 1989
BS, Management
Steve Huye's UBS Experience November 2005 - May 2010
Job Product Line Manager at Nalco Champion An Ecolab Company
Industry Oil & Energy
Experience
Nalco Champion September 2011 - Present
RBC Wealth Management May 2010 - September 2010
UBS November 2005 - May 2010
UBS May 2002 - November 2005
Entegris August 1995 - February 2002
Newmont International January 1995 - August 1995
Skills
Asset Allocation, Analytics, Asset Managment, Budgets, Business Analysis, Business Intelligence, Cross-functional Team..., Engineering, Equities, Derivatives, Financial Modeling, Financial Analysis, Financial Services, Fixed Income, Forecasting, Investment Advisory, Leadership, Investments, Management Consulting, Manufacturing, Market Analysis, Process Improvement, Process Engineering, Program Management, Risk Management
Education
University of Houston 1998 — 2000
MBA, Business Administration
Texas A&M University 1990 — 1994
BS, Chemical Engineering
Nalco Champion September 2011 - Present
RBC Wealth Management May 2010 - September 2010
UBS November 2005 - May 2010
UBS May 2002 - November 2005
Entegris August 1995 - February 2002
Newmont International January 1995 - August 1995
Skills
Asset Allocation, Analytics, Asset Managment, Budgets, Business Analysis, Business Intelligence, Cross-functional Team..., Engineering, Equities, Derivatives, Financial Modeling, Financial Analysis, Financial Services, Fixed Income, Forecasting, Investment Advisory, Leadership, Investments, Management Consulting, Manufacturing, Market Analysis, Process Improvement, Process Engineering, Program Management, Risk Management
Education
University of Houston 1998 — 2000
MBA, Business Administration
Texas A&M University 1990 — 1994
BS, Chemical Engineering
Matthew Kim's UBS Experience July 2005 - November 2007
Job Software Engineer, Owner at Dev The Web
Industry Information Technology and Services
Experience
Dev The Web December 2013 - Present
Thomson Reuters November 2008 - February 2014
Goldman Sachs November 2007 - December 2008
UBS July 2005 - November 2007
Skills
XML, JavaScript, Java, SQL, SDLC, CSS, Web Applications, JSP, Software Development, Oracle, Agile Methodologies, Web Services, Software Project..., Java Enterprise Edition, Tomcat, Requirements Analysis, Databases
Education
The College of New Jersey 2001 — 2005
Bachelors, Computer Science
Sencha Training
Dev The Web December 2013 - Present
Thomson Reuters November 2008 - February 2014
Goldman Sachs November 2007 - December 2008
UBS July 2005 - November 2007
Skills
XML, JavaScript, Java, SQL, SDLC, CSS, Web Applications, JSP, Software Development, Oracle, Agile Methodologies, Web Services, Software Project..., Java Enterprise Edition, Tomcat, Requirements Analysis, Databases
Education
The College of New Jersey 2001 — 2005
Bachelors, Computer Science
Sencha Training
Bryce Hill's UBS Experience September 2010 - March 2011
Job Portfolio Analyst at US Trust
Industry Financial Services
Experience
US Navy April 2015 - Present
U.S. Trust October 2013 - April 2015
J.P. Morgan October 2011 - October 2013
UBS September 2010 - March 2011
Honda of Spring 2007 - 2011
McCoy Student Managed Investment Fund January 2010 - May 2010
Skills
Asset Allocation, Investments, Valuation, Portfolio Management, Bloomberg, Equities, Financial Analysis, Financial Modeling, Strategic Financial..., Series 7, Finance
Education
Texas State University-San Marcos 2007 — 2010
BBA, Finance
US Navy April 2015 - Present
U.S. Trust October 2013 - April 2015
J.P. Morgan October 2011 - October 2013
UBS September 2010 - March 2011
Honda of Spring 2007 - 2011
McCoy Student Managed Investment Fund January 2010 - May 2010
Skills
Asset Allocation, Investments, Valuation, Portfolio Management, Bloomberg, Equities, Financial Analysis, Financial Modeling, Strategic Financial..., Series 7, Finance
Education
Texas State University-San Marcos 2007 — 2010
BBA, Finance
Susan Christman's UBS Experience December 2008 - Present
Job Sr Registered CSA at UBS
Industry Financial Services
Experience
UBS December 2008 - Present
Education
Texas A&M University
Bachelor of Science Degree
UBS December 2008 - Present
Education
Texas A&M University
Bachelor of Science Degree
Joe Nichols's UBS Experience April 2012 - Present
Job Director at Situs
Industry Banking
Experience
UBS April 2012 - Present
Situs April 2012 - Present
Amalgamated Bank August 2010 - April 2012
Capital One April 2009 - August 2010
CW Capital May 2005 - August 2008
Nomura July 2003 - April 2005
J.P. Morgan July 2001 - July 2003
Skills
Underwriting, Due Diligence, Loans, Real Estate Economics, Asset Management, Financial Modeling, Portfolio Management, Valuation
Education
Texas A&M University 1996 — 2000
B.S., Finance
UBS April 2012 - Present
Situs April 2012 - Present
Amalgamated Bank August 2010 - April 2012
Capital One April 2009 - August 2010
CW Capital May 2005 - August 2008
Nomura July 2003 - April 2005
J.P. Morgan July 2001 - July 2003
Skills
Underwriting, Due Diligence, Loans, Real Estate Economics, Asset Management, Financial Modeling, Portfolio Management, Valuation
Education
Texas A&M University 1996 — 2000
B.S., Finance
Neal Turner's UBS Experience October 2005 - April 2009
Job Registered Representative IMS Securities
Industry Investment Banking
Experience
IMS Securities April 2014 - Present
Williams Financial Group April 2009 - April 2014
UBS October 2005 - April 2009
Smith Barney June 2002 - October 2005
RBC September 1996 - June 2002
Merrill Lynch September 1990 - September 1996
Skills
Investment Advisory, Series 7, Wealth Management, Securities, Mergers & Acquisitions
Education
Texas Tech University 1976 — 1980
Bachelor of Business Administration (BBA), Finance
IMS Securities April 2014 - Present
Williams Financial Group April 2009 - April 2014
UBS October 2005 - April 2009
Smith Barney June 2002 - October 2005
RBC September 1996 - June 2002
Merrill Lynch September 1990 - September 1996
Skills
Investment Advisory, Series 7, Wealth Management, Securities, Mergers & Acquisitions
Education
Texas Tech University 1976 — 1980
Bachelor of Business Administration (BBA), Finance
Cyndy Ranzau's UBS Experience January 2008 - January 2009
Job Selfemployed Copy Editor
Industry Writing and Editing
Experience
Self-employed January 2012 - Present
RBC Wealth Management January 2013 - Present
Morgan Stanley Wealth Management September 2009 - January 2013
UBS January 2008 - January 2009
Meristem 2001 - 2007
US Bancorp Piper Jaffray January 2000 - January 2001
Skills
Copy Editing, Series 7, Series 66, Certified Financial..., Accredited Domestic..., Money Guide Pro, NaviPlan
Education
University of Minnesota-Twin Cities 1997 — 2000
BA, International Relations
The American College
Master of Science (MS), Financial Services
Self-employed January 2012 - Present
RBC Wealth Management January 2013 - Present
Morgan Stanley Wealth Management September 2009 - January 2013
UBS January 2008 - January 2009
Meristem 2001 - 2007
US Bancorp Piper Jaffray January 2000 - January 2001
Skills
Copy Editing, Series 7, Series 66, Certified Financial..., Accredited Domestic..., Money Guide Pro, NaviPlan
Education
University of Minnesota-Twin Cities 1997 — 2000
BA, International Relations
The American College
Master of Science (MS), Financial Services
George Loveland's UBS Experience
Job Retired at UBS
Industry Financial Services
Experience
UBS
Education
Texas A&M University 1957 — 1961
Bachelor of Business Administration (BBA)
UBS
Education
Texas A&M University 1957 — 1961
Bachelor of Business Administration (BBA)
Omar Moustafa's UBS Experience February 2014 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS February 2014 - Present
Morgan Stanley January 2012 - February 2014
Morgan Stanley January 2008 - December 2011
Morgan Stanley May 2000 - December 2007
Skills
Equities, Financial Modeling
Education
The Cooper Union for the Advancement of Science and Art 1994 — 1998
Bachelor's degree, Mechanical Engineering
UBS February 2014 - Present
Morgan Stanley January 2012 - February 2014
Morgan Stanley January 2008 - December 2011
Morgan Stanley May 2000 - December 2007
Skills
Equities, Financial Modeling
Education
The Cooper Union for the Advancement of Science and Art 1994 — 1998
Bachelor's degree, Mechanical Engineering
Walt Hughes's UBS Experience July 2009 - May 2011
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley August 2013 - July 2014
Nomura Securities July 2011 - July 2013
UBS July 2009 - May 2011
Education
Texas Christian University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Woodberry Forest School 2003 — 2007
Morgan Stanley August 2014 - Present
Morgan Stanley August 2013 - July 2014
Nomura Securities July 2011 - July 2013
UBS July 2009 - May 2011
Education
Texas Christian University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Woodberry Forest School 2003 — 2007
Jennifer Starling's UBS Experience February 2010 - Present
Job Associate Director
Industry Financial Services
Experience
UBS February 2010 - Present
Education
Texas A&M University 2012 — 2016
Master of Science (MS) Candidate, Statistics
Virginia Polytechnic Institute and State University 2002 — 2006
Bachelor of Science (BS), Mathematics
UBS February 2010 - Present
Education
Texas A&M University 2012 — 2016
Master of Science (MS) Candidate, Statistics
Virginia Polytechnic Institute and State University 2002 — 2006
Bachelor of Science (BS), Mathematics
Maria Jang's UBS Experience 2003 - 2007
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
UBS 2003 - 2007
IT Logics 2000 - 2006
Credit Suisse 1994 - 1999
Skills
IT Risk Management, IT Infrastructure..., CRISC, IT Project & Program..., Software Project..., Equities, Investment Banking, IT Service Management, Problem Management, Disaster Recovery, SOX Compliancy, Mainframe, ITIL, Vendor Management, Risk Management, IT Strategy, Project Management, Process Improvement, Program Management, SDLC, Business Continuity
Education
The Cooper Union for the Advancement of Science and Art
Bachelor's Degree, Civil Engineering
Morgan Stanley 2008 - Present
UBS 2003 - 2007
IT Logics 2000 - 2006
Credit Suisse 1994 - 1999
Skills
IT Risk Management, IT Infrastructure..., CRISC, IT Project & Program..., Software Project..., Equities, Investment Banking, IT Service Management, Problem Management, Disaster Recovery, SOX Compliancy, Mainframe, ITIL, Vendor Management, Risk Management, IT Strategy, Project Management, Process Improvement, Program Management, SDLC, Business Continuity
Education
The Cooper Union for the Advancement of Science and Art
Bachelor's Degree, Civil Engineering
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.