UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
UBS List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS. You can filter them based on skills, years of employment, job, education, department, and prior employment.
UBS Salaries. You can even request information on how much does UBS pay if you want to. Learn about salaries, pros and cons of working for UBS directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
11,700 UBS employees in database. Find out everything there's to know about UBS employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Employees
Employee
Years
Job
Industry
Daniel Faulkner Daniel Faulkner's UBS Experience January 2010 - June 2010
Job Marketing Operations Manager at Caesars Entertainment
Industry Gambling & Casinos
Experience
Caesars Entertainment Corporation May 2015 - Present
Caesars Entertainment Corporation September 2013 - May 2015
Caesars Entertainment Corporation February 2013 - September 2013
Penn National Gaming October 2012 - January 2013
UBS January 2010 - June 2010
Skills
Gaming, Loyalty Programs, Online Gaming, Database Marketing, Loyalty Marketing, Hospitality, Customer Acquisition, Casino, Gaming Industry, Direct Marketing, Budgets, Business Intelligence, Team Building, Training, Leadership, Customer Service, Event Planning, Hiring, Microsoft Office
Education
The Ohio State University 2008 — 2011
Bachelor of Arts (B.A.), Communication, General
The Ohio State University 2008 — 2011
Bachelor of Arts (B.A.), Communication, General
Caesars Entertainment Corporation May 2015 - Present
Caesars Entertainment Corporation September 2013 - May 2015
Caesars Entertainment Corporation February 2013 - September 2013
Penn National Gaming October 2012 - January 2013
UBS January 2010 - June 2010
Skills
Gaming, Loyalty Programs, Online Gaming, Database Marketing, Loyalty Marketing, Hospitality, Customer Acquisition, Casino, Gaming Industry, Direct Marketing, Budgets, Business Intelligence, Team Building, Training, Leadership, Customer Service, Event Planning, Hiring, Microsoft Office
Education
The Ohio State University 2008 — 2011
Bachelor of Arts (B.A.), Communication, General
The Ohio State University 2008 — 2011
Bachelor of Arts (B.A.), Communication, General
John Linton John Linton's UBS Experience August 2007 - May 2008
Job Experienced Manager | Finance Professional | Entrepreneur
Industry Investment Management
Experience
One Earth Future Foundation November 2014 - September 2015
ShapeHacker December 2013 - November 2014
Johns Hopkins University August 2013 - December 2013
Western Union June 2013 - August 2013
FirstBank January 2009 - June 2012
Morgan Stanley Smith Barney August 2008 - November 2008
UBS August 2007 - May 2008
Skills
Finance, Financial Analysis, Economics, Management, Banking, Leadership, Strategy, Microsoft Excel, Corporate Finance, Credit Analysis, Commercial Lending, LibreOffice, Financial Modeling, Creative Problem Solving, Loans, Project Management, Business Development
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship, Finance
University of Colorado Boulder - Leeds School of Business 2005 — 2008
B.S., Finance, Economics
One Earth Future Foundation November 2014 - September 2015
ShapeHacker December 2013 - November 2014
Johns Hopkins University August 2013 - December 2013
Western Union June 2013 - August 2013
FirstBank January 2009 - June 2012
Morgan Stanley Smith Barney August 2008 - November 2008
UBS August 2007 - May 2008
Skills
Finance, Financial Analysis, Economics, Management, Banking, Leadership, Strategy, Microsoft Excel, Corporate Finance, Credit Analysis, Commercial Lending, LibreOffice, Financial Modeling, Creative Problem Solving, Loans, Project Management, Business Development
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship, Finance
University of Colorado Boulder - Leeds School of Business 2005 — 2008
B.S., Finance, Economics
Christopher J. Kiernan Christopher J. Kiernan's UBS Experience September 2011 - March 2012
Job Senior Executive Compensation Analyst at Towers Watson
Industry Management Consulting
Experience
Towers Watson June 2013 - Present
Credit Suisse November 2014 - January 2015
Towers Watson June 2012 - October 2012
UBS September 2011 - March 2012
Aflac August 2011 - September 2011
Skills
Bloomberg Terminal, Team Leadership, Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Citrix, Morningstar, Vlookup, Investment Strategies, Analytical Abilities, Business Intelligence, Market Research, Marketing Strategy, Management, Economics, Data Analysis, Investments, Analytical Skills, Valuation, PowerPoint
Education
The George Washington University - School of Business 2010 — 2013
Bachelor of Business Administration, Finance
London School of Economics and Political Science 2011 — 2011
Financial Markets
Towers Watson June 2013 - Present
Credit Suisse November 2014 - January 2015
Towers Watson June 2012 - October 2012
UBS September 2011 - March 2012
Aflac August 2011 - September 2011
Skills
Bloomberg Terminal, Team Leadership, Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Citrix, Morningstar, Vlookup, Investment Strategies, Analytical Abilities, Business Intelligence, Market Research, Marketing Strategy, Management, Economics, Data Analysis, Investments, Analytical Skills, Valuation, PowerPoint
Education
The George Washington University - School of Business 2010 — 2013
Bachelor of Business Administration, Finance
London School of Economics and Political Science 2011 — 2011
Financial Markets
Christopher Leto Christopher Leto's UBS Experience October 2008 - April 2009
Job VP of Business Development at Brandywine Abstract, LP
Industry Real Estate
Experience
Brandywine Abstract, LP November 2013 - Present
Yext May 2012 - April 2013
Villanova University September 2008 - May 2012
WP Realty September 2009 - December 2009
Hedge Fund Appraisal LLC June 2009 - August 2009
PPB Advisors LLC January 2009 - May 2009
UBS October 2008 - April 2009
African Wildlife Foundation June 2008 - June 2008
Citigroup-SmithBarney (now MorganStanley SmithBarney) October 2007 - May 2008
O'Neill Properties May 2007 - August 2007
Skills
Due Diligence, Access, Research, Sales, Analysis, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Digital Media, Online Advertising, Sales&Marketing, Social Media Marketing, Fundraising
Education
Villanova University 2008 — 2012
BS, Political Science
London School of Economics and Political Science 2008 — 2008
International Trade and Development
Brandywine Abstract, LP November 2013 - Present
Yext May 2012 - April 2013
Villanova University September 2008 - May 2012
WP Realty September 2009 - December 2009
Hedge Fund Appraisal LLC June 2009 - August 2009
PPB Advisors LLC January 2009 - May 2009
UBS October 2008 - April 2009
African Wildlife Foundation June 2008 - June 2008
Citigroup-SmithBarney (now MorganStanley SmithBarney) October 2007 - May 2008
O'Neill Properties May 2007 - August 2007
Skills
Due Diligence, Access, Research, Sales, Analysis, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Digital Media, Online Advertising, Sales&Marketing, Social Media Marketing, Fundraising
Education
Villanova University 2008 — 2012
BS, Political Science
London School of Economics and Political Science 2008 — 2008
International Trade and Development
Brian Waldbillig's UBS Experience September 2005 - November 2007
Job
Industry Nonprofit Organization Management
Experience
Impact Theater: Lucid Body November 2014 - Present
Freelance July 2013 - Present
Robert Schalkenbach Foundation January 2009 - June 2013
JPMorgan Chase February 2010 - September 2011
Prudential Investments November 2007 - May 2010
UBS September 2005 - November 2007
FAO August 2005 - September 2005
The Shenker Institutes of English March 2003 - August 2005
Context Travel March 2003 - August 2005
Diocese of La Crosse June 2000 - January 2003
Skills
Nonprofit Management, Nonprofit Administration, Non-profits, Nonprofit Volunteer, Private Foundations, Philanthropy, Publications Management, Newsletters, Content Management, Project Coordination, Marketing Communications, Copy Editing, Research, Nonprofits, Social Media, Editing, Publications, Community Development, Volunteer Management, Community Outreach, Fundraising, Grants, Public Relations, Grant Writing, Strategic Communications
Education
The New School 2011 — 2013
MS
Pontifical University of St. Thomas Aquinas (Angelicum)
STB
Sacred Heart Major Seminary
AB
Chariton Community High School
Impact Theater: Lucid Body November 2014 - Present
Freelance July 2013 - Present
Robert Schalkenbach Foundation January 2009 - June 2013
JPMorgan Chase February 2010 - September 2011
Prudential Investments November 2007 - May 2010
UBS September 2005 - November 2007
FAO August 2005 - September 2005
The Shenker Institutes of English March 2003 - August 2005
Context Travel March 2003 - August 2005
Diocese of La Crosse June 2000 - January 2003
Skills
Nonprofit Management, Nonprofit Administration, Non-profits, Nonprofit Volunteer, Private Foundations, Philanthropy, Publications Management, Newsletters, Content Management, Project Coordination, Marketing Communications, Copy Editing, Research, Nonprofits, Social Media, Editing, Publications, Community Development, Volunteer Management, Community Outreach, Fundraising, Grants, Public Relations, Grant Writing, Strategic Communications
Education
The New School 2011 — 2013
MS
Pontifical University of St. Thomas Aquinas (Angelicum)
STB
Sacred Heart Major Seminary
AB
Chariton Community High School
Alan Rifkin Alan Rifkin's UBS Experience May 2014 - Present
Job Managing Director, Head of Strategic Equity Solutions, Americas at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
Citi September 1997 - June 2013
Cleary Gottlieb Steen & Hamilton LLP October 1990 - August 1997
Skills
Capital Markets, Equities, Investment Banking, Equity Derivatives, Equity Capital Markets, Derivatives, Financial Structuring, Hedge Funds, Corporate Finance, Structured Finance, Options, Private Equity, Credit Risk, Structured Products, Emerging Markets, Financial Markets, Fixed Income
Education
University of Pennsylvania Law School 1987 — 1990
JD, Law
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1985 — 1987
MA, International Relations
University of Pennsylvania 1981 — 1985
BA, Economics, International Relations
UBS May 2014 - Present
Citi September 1997 - June 2013
Cleary Gottlieb Steen & Hamilton LLP October 1990 - August 1997
Skills
Capital Markets, Equities, Investment Banking, Equity Derivatives, Equity Capital Markets, Derivatives, Financial Structuring, Hedge Funds, Corporate Finance, Structured Finance, Options, Private Equity, Credit Risk, Structured Products, Emerging Markets, Financial Markets, Fixed Income
Education
University of Pennsylvania Law School 1987 — 1990
JD, Law
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1985 — 1987
MA, International Relations
University of Pennsylvania 1981 — 1985
BA, Economics, International Relations
Ryan Keneally Ryan Keneally's UBS Experience January 2014 - Present
Job UBS Financial Services Inc.
Industry Financial Services
Experience
UBS January 2014 - Present
Wells Fargo Advisors LLC. September 2012 - January 2014
Education
Stony Brook University 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The Ohio State University 2007 — 2011
Bachelor of Science (BS), Family Financial Services (financial advising)
UBS January 2014 - Present
Wells Fargo Advisors LLC. September 2012 - January 2014
Education
Stony Brook University 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The Ohio State University 2007 — 2011
Bachelor of Science (BS), Family Financial Services (financial advising)
Jacob Waters's UBS Experience April 2012 - June 2012
Job Production Planning Analyst at Amazon
Industry Logistics and Supply Chain
Experience
Amazon July 2015 - Present
Amazon March 2015 - July 2015
Huntington Learning Center October 2014 - July 2015
Amazon November 2014 - February 2015
Menards June 2013 - July 2014
Jump Start Sports September 2012 - June 2013
UBS April 2012 - June 2012
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Microsoft Office, Time Management, Teamwork, Microsoft Word, PowerPoint, Matlab, MySQL, Linux, Coaching, Training, Public Speaking
Education
The Ohio State University 2009 — 2014
Bachelor of Science (BS), Financial Mathematics
Amazon July 2015 - Present
Amazon March 2015 - July 2015
Huntington Learning Center October 2014 - July 2015
Amazon November 2014 - February 2015
Menards June 2013 - July 2014
Jump Start Sports September 2012 - June 2013
UBS April 2012 - June 2012
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Microsoft Office, Time Management, Teamwork, Microsoft Word, PowerPoint, Matlab, MySQL, Linux, Coaching, Training, Public Speaking
Education
The Ohio State University 2009 — 2014
Bachelor of Science (BS), Financial Mathematics
Hunter Lew Hunter Lew's UBS Experience June 2012 - August 2012
Job Student at UC Berkeley
Industry Capital Markets
Experience
Wasserman Media Group June 2015 - August 2015
J.P. Morgan May 2014 - August 2014
Found Eats January 2014 - May 2014
ICM Partners May 2013 - July 2013
UBS June 2012 - August 2012
Fox Interactive Media May 2012 - August 2012
Skills
Creative Writing, Media Production, Pitching Media, Equity Valuation, Stock Market Analysis, Original Programming, Ideas Development, Business Development, Program Management, Public Speaking, Online Research, Microsoft Excel, Mathematics, Microsoft Word, Data Analysis, PowerPoint, Research, Event Planning, DJ, Social Media, Microsoft Office, Unloading
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.Sc.), Business Administration and Management, General, GPA: 3.96
London School of Economics and Political Science 2013 — 2013
Managerial Accounting and Financial Control, A+
Loyola High School 2008 — 2011
Wasserman Media Group June 2015 - August 2015
J.P. Morgan May 2014 - August 2014
Found Eats January 2014 - May 2014
ICM Partners May 2013 - July 2013
UBS June 2012 - August 2012
Fox Interactive Media May 2012 - August 2012
Skills
Creative Writing, Media Production, Pitching Media, Equity Valuation, Stock Market Analysis, Original Programming, Ideas Development, Business Development, Program Management, Public Speaking, Online Research, Microsoft Excel, Mathematics, Microsoft Word, Data Analysis, PowerPoint, Research, Event Planning, DJ, Social Media, Microsoft Office, Unloading
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.Sc.), Business Administration and Management, General, GPA: 3.96
London School of Economics and Political Science 2013 — 2013
Managerial Accounting and Financial Control, A+
Loyola High School 2008 — 2011
Temuulen Baldandorj's UBS Experience May 2012 - July 2012
Job Accounts Receivable Research Specialist at Finnegan, Henderson, Farabow, Garrett & Dunner, LLP
Industry Financial Services
Experience
Finnegan, Henderson, Farabow, Garrett & Dunner, LLP February 2015 - Present
EY December 2013 - June 2014
UBS May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Customer Service, Research, Public Speaking, Financial Analysis, Leadership, Statistics, Financial Economics, Critical Thinking, Quantitative Research, Problem Solving, Regression Analysis
Education
The George Washington University 2011 — 2013
Bachelor of Arts, Economics, 3.70
Finnegan, Henderson, Farabow, Garrett & Dunner, LLP February 2015 - Present
EY December 2013 - June 2014
UBS May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Customer Service, Research, Public Speaking, Financial Analysis, Leadership, Statistics, Financial Economics, Critical Thinking, Quantitative Research, Problem Solving, Regression Analysis
Education
The George Washington University 2011 — 2013
Bachelor of Arts, Economics, 3.70
Valerie Propp's UBS Experience August 2007 - August 2011
Job Investment Associate at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management December 2011 - March 2015
UBS August 2007 - August 2011
UBS Financial Services, Inc. 2000 - 2011
UBS 2005 - 2007
UBS Financial Services, Inc. 2000 - 2004
Education
The Ohio State University 1995 — 1999
BA, English
RBC Wealth Management December 2011 - March 2015
UBS August 2007 - August 2011
UBS Financial Services, Inc. 2000 - 2011
UBS 2005 - 2007
UBS Financial Services, Inc. 2000 - 2004
Education
The Ohio State University 1995 — 1999
BA, English
Nicholas Richardson Nicholas Richardson's UBS Experience January 2008 - May 2008
Job MBA Candidate, Class of 2017 at University of North Carolina KenanFlagler Business School
Industry Higher Education
Experience
Houlihan Lokey Strategic Consulting October 2014 - June 2015
Bridge Strategy Group March 2014 - October 2014
Bridge Strategy Group July 2011 - March 2014
Accretive Health July 2009 - July 2011
Alliant Energy May 2008 - August 2008
UBS January 2008 - May 2008
Skills
Management Consulting, Process Improvement, Strategy, Analytics, Competitive Analysis, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.), Corporate Finance; Entrepreneurship
Vanderbilt University 2005 — 2009
Bachelor of Science, Economics, Human & Organizational Development, Cum Laude
The London School of Economics and Political Science (LSE) 2007 — 2007
Vanderbilt Study Abroad Program, International Finance, International Trade
Houlihan Lokey Strategic Consulting October 2014 - June 2015
Bridge Strategy Group March 2014 - October 2014
Bridge Strategy Group July 2011 - March 2014
Accretive Health July 2009 - July 2011
Alliant Energy May 2008 - August 2008
UBS January 2008 - May 2008
Skills
Management Consulting, Process Improvement, Strategy, Analytics, Competitive Analysis, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.), Corporate Finance; Entrepreneurship
Vanderbilt University 2005 — 2009
Bachelor of Science, Economics, Human & Organizational Development, Cum Laude
The London School of Economics and Political Science (LSE) 2007 — 2007
Vanderbilt Study Abroad Program, International Finance, International Trade
Corinne Walters Corinne Walters's UBS Experience June 2015 - August 2015
Job Student at Vanderbilt University
Industry
Experience
UBS June 2015 - August 2015
Vanderbilt Student Communications May 2014 - August 2014
Sports Medicine & Orthopedic 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outside Sales, Marketing, Leadership, Critical Thinking, Time Management, Communication, Social Networking
Education
Vanderbilt University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Spanish
The London School of Economics and Political Science (LSE) 2014 — 2014
Intermediate Microeconomic Theory
Universitat de Barcelona 2014 — 2014
Spanish Language and Literature
UBS June 2015 - August 2015
Vanderbilt Student Communications May 2014 - August 2014
Sports Medicine & Orthopedic 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outside Sales, Marketing, Leadership, Critical Thinking, Time Management, Communication, Social Networking
Education
Vanderbilt University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Spanish
The London School of Economics and Political Science (LSE) 2014 — 2014
Intermediate Microeconomic Theory
Universitat de Barcelona 2014 — 2014
Spanish Language and Literature
Jackie Eastwick Jackie Eastwick's UBS Experience 1998 - 2002
Job HR Business Partner at BNP Paribas
Industry Human Resources
Experience
BNP Paribas September 2013 - Present
Bank of America 2012 - 2013
Bank of America 2002 - 2002
UBS 1998 - 2002
Morgan Stanley 1993 - 1996
The Baltimore Orioles Baseball Team 1989 - 1993
Skills
Deferred Compensation, Performance Management, Employee Relations, Succession Planning, Recruiting, Employee Engagement, Training
Education
The Johns Hopkins University 1991 — 1992
Masters Program, Education
Towson University
B.S., Communications
BNP Paribas September 2013 - Present
Bank of America 2012 - 2013
Bank of America 2002 - 2002
UBS 1998 - 2002
Morgan Stanley 1993 - 1996
The Baltimore Orioles Baseball Team 1989 - 1993
Skills
Deferred Compensation, Performance Management, Employee Relations, Succession Planning, Recruiting, Employee Engagement, Training
Education
The Johns Hopkins University 1991 — 1992
Masters Program, Education
Towson University
B.S., Communications
Yahya Asfoor Yahya Asfoor's UBS Experience 2009 - 2009
Job Consultant
Industry Management Consulting
Experience
Deloitte Consulting January 2012 - Present
Arqaam Capital Limited 2011 - 2011
Archstone 2010 - 2011
UBS 2009 - 2009
Skills
Entrepreneurship, Financial Modeling, Venture Capital, Start-ups, Private Equity, Emerging Markets, Due Diligence, Investment Banking, Management Consulting, E-commerce, Microsoft Office, LBO, Deal Sourcing, Hotels, M&A experience, Operations Management, Business Acumen, Business Writing, Client Prospecting, Creativity Skills, Innovation, Intuitiveness, Visionary, Team Building, Recruiting, Teamwork, Business Technology, Social Media, Real Estate, Property Management, Restructuring, Business Transformation, User Experience, Consumer Internet, Opera Hospitality System, Business Process Mapping, Requirements Gathering, Product Management, Web Applications, Mobile Applications, Residential Homes, Residential Design, Construction Management, Real Estate Development
Education
The George Washington University - School of Business 2006 — 2009
B.B.A., Finance
Shawnee Mission Northwest High School
National Blue Ribbon School
Deloitte Consulting January 2012 - Present
Arqaam Capital Limited 2011 - 2011
Archstone 2010 - 2011
UBS 2009 - 2009
Skills
Entrepreneurship, Financial Modeling, Venture Capital, Start-ups, Private Equity, Emerging Markets, Due Diligence, Investment Banking, Management Consulting, E-commerce, Microsoft Office, LBO, Deal Sourcing, Hotels, M&A experience, Operations Management, Business Acumen, Business Writing, Client Prospecting, Creativity Skills, Innovation, Intuitiveness, Visionary, Team Building, Recruiting, Teamwork, Business Technology, Social Media, Real Estate, Property Management, Restructuring, Business Transformation, User Experience, Consumer Internet, Opera Hospitality System, Business Process Mapping, Requirements Gathering, Product Management, Web Applications, Mobile Applications, Residential Homes, Residential Design, Construction Management, Real Estate Development
Education
The George Washington University - School of Business 2006 — 2009
B.B.A., Finance
Shawnee Mission Northwest High School
National Blue Ribbon School
Elizabeth Antonelli Elizabeth Antonelli's UBS Experience July 2010 - August 2010
Job Assistant Account Executive at MSLGROUP
Industry Public Relations and Communications
Experience
MSLGROUP October 2014 - Present
MSLGROUP August 2013 - October 2014
MSLGROUP June 2013 - August 2013
Kern and Lead June 2012 - August 2012
Round Table Services, LLC July 2011 - August 2011
The Levatino Group May 2011 - July 2011
UBS July 2010 - August 2010
Alexander Antonelli Architect, PLLC June 2009 - August 2009
Skills
Fundraising, Facebook, Social Media, Event Planning, Social Networking, Social Media Marketing, Spanish, Public Relations, PowerPoint, Microsoft Excel, Research, Marketing, Digital Strategy, Media Relations, Blogging
Education
The George Washington University - School of Business 2009 — 2013
BBA, Marketing
MSLGROUP October 2014 - Present
MSLGROUP August 2013 - October 2014
MSLGROUP June 2013 - August 2013
Kern and Lead June 2012 - August 2012
Round Table Services, LLC July 2011 - August 2011
The Levatino Group May 2011 - July 2011
UBS July 2010 - August 2010
Alexander Antonelli Architect, PLLC June 2009 - August 2009
Skills
Fundraising, Facebook, Social Media, Event Planning, Social Networking, Social Media Marketing, Spanish, Public Relations, PowerPoint, Microsoft Excel, Research, Marketing, Digital Strategy, Media Relations, Blogging
Education
The George Washington University - School of Business 2009 — 2013
BBA, Marketing
Shu Gao Shu Gao's UBS Experience June 2014 - August 2014
Job Master of International Business Candidate, the Fletcher School at Tufts University
Industry Investment Management
Experience
UBS June 2014 - August 2014
Rinehart Capital Partners April 2010 - January 2013
Skills
Valuation, Financial Modeling, Equity Research, Financial Analysis, Corporate Finance, Economics, Investments, Mutual Funds, Bloomberg, Equities, Capital Markets, Research, Data Analysis, Portfolio Management, Emerging Markets, Analysis
Education
Tufts University - The Fletcher School of Law and Diplomacy 2013 — 2015
master of international business, finance
Washington and Lee University 2005 — 2009
Bachelor of Arts, Economics and Music
The London School of Economics and Political Science (LSE) 2007 — 2008
Economics
UBS June 2014 - August 2014
Rinehart Capital Partners April 2010 - January 2013
Skills
Valuation, Financial Modeling, Equity Research, Financial Analysis, Corporate Finance, Economics, Investments, Mutual Funds, Bloomberg, Equities, Capital Markets, Research, Data Analysis, Portfolio Management, Emerging Markets, Analysis
Education
Tufts University - The Fletcher School of Law and Diplomacy 2013 — 2015
master of international business, finance
Washington and Lee University 2005 — 2009
Bachelor of Arts, Economics and Music
The London School of Economics and Political Science (LSE) 2007 — 2008
Economics
Chida Nachiappan Chida Nachiappan's UBS Experience June 2006 - September 2006
Job Vice President, EM FX Options Trading
Industry Investment Banking
Experience
Morgan Stanley July 2007 - Present
UBS June 2006 - September 2006
JPMorgan Chase June 2005 - September 2005
Skills
Trading, FX Options, Volatility, Fixed Income, Options, Derivatives, Bloomberg, Investment Banking, Capital Markets, Hedge Funds, Financial Modeling, Financial Markets, Portfolio Management, Trading Systems, Emerging Markets, Equities
Education
London School of Economics and Political Science 2004 — 2007
BSC, Economics
Latymer Upper School 1997 — 2004
Morgan Stanley July 2007 - Present
UBS June 2006 - September 2006
JPMorgan Chase June 2005 - September 2005
Skills
Trading, FX Options, Volatility, Fixed Income, Options, Derivatives, Bloomberg, Investment Banking, Capital Markets, Hedge Funds, Financial Modeling, Financial Markets, Portfolio Management, Trading Systems, Emerging Markets, Equities
Education
London School of Economics and Political Science 2004 — 2007
BSC, Economics
Latymer Upper School 1997 — 2004
Dexter Wilson Dexter Wilson's UBS Experience May 2015 - Present
Job Change Agent, Project Management Professional, Six Sigma Black Belt
Industry Insurance
Experience
UBS May 2015 - Present
AIG September 2013 - May 2015
HSBC 2012 - 2013
HSBC 2010 - 2012
HSBC 2008 - 2010
HSBC Bank 2001 - 2008
Skills
Change Management, Collaborative, Negotiation, Program Management, Benchmarking, Process Improvement, Strategic Thinking, Team Management, Research, Problem Solving, Training & Development, Coaching, Six Sigma, Teamwork, Organizational..., Operational Excellence, Business Process..., Process Engineering, Vendor Management, Cross-functional Team..., Management, Project Management, Leadership, PMP, Training, Integration, Strategic Planning
Education
The New School
Master of Science (M.S.), Organizational Change Management
University of Central Florida
Bachelor of Arts (B.A.), Interpersonal Communications
UBS May 2015 - Present
AIG September 2013 - May 2015
HSBC 2012 - 2013
HSBC 2010 - 2012
HSBC 2008 - 2010
HSBC Bank 2001 - 2008
Skills
Change Management, Collaborative, Negotiation, Program Management, Benchmarking, Process Improvement, Strategic Thinking, Team Management, Research, Problem Solving, Training & Development, Coaching, Six Sigma, Teamwork, Organizational..., Operational Excellence, Business Process..., Process Engineering, Vendor Management, Cross-functional Team..., Management, Project Management, Leadership, PMP, Training, Integration, Strategic Planning
Education
The New School
Master of Science (M.S.), Organizational Change Management
University of Central Florida
Bachelor of Arts (B.A.), Interpersonal Communications
Eric Powell, CFP® Eric Powell, CFP®'s UBS Experience January 2009 - June 2010
Job Financial Planner at Baker Krizner Financial Planning
Industry Financial Services
Experience
Baker Krizner Financial Planning June 2010 - Present
UBS January 2009 - June 2010
Skills
Investments, Strategic Financial..., Financial Services, Insurance, Financial Advisory, Fixed Annuities, Securities, Investment Strategies, Finance, Investment Management
Education
The Ohio State University 2007 — 2010
Bachelor's degree, Financial Planning and Services
North High School
Wright State University
Baker Krizner Financial Planning June 2010 - Present
UBS January 2009 - June 2010
Skills
Investments, Strategic Financial..., Financial Services, Insurance, Financial Advisory, Fixed Annuities, Securities, Investment Strategies, Finance, Investment Management
Education
The Ohio State University 2007 — 2010
Bachelor's degree, Financial Planning and Services
North High School
Wright State University
Matthew Welch's UBS Experience September 2011 - December 2011
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Goldman Sachs June 2013 - August 2013
Rail Fence Capital September 2012 - April 2013
Due Process Stable Golf Course March 2008 - August 2012
UBS September 2011 - December 2011
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration, Finance, Summa Cum Laude
The London School of Economics 2012 — 2012
Summer School Program, Business Analysis and Valuation
Bank of America Merrill Lynch July 2014 - Present
Goldman Sachs June 2013 - August 2013
Rail Fence Capital September 2012 - April 2013
Due Process Stable Golf Course March 2008 - August 2012
UBS September 2011 - December 2011
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration, Finance, Summa Cum Laude
The London School of Economics 2012 — 2012
Summer School Program, Business Analysis and Valuation
Andrew Minicucci Andrew Minicucci's UBS Experience July 2014 - December 2014
Job Analyst, Business Development US Domestic at Permal Group
Industry Financial Services
Experience
Permal Group January 2015 - Present
UBS July 2014 - December 2014
Campbell and Company May 2013 - August 2013
The Cordish Company October 2012 - February 2013
UBS June 2012 - August 2012
WDOT Port Washington Radio 2008 - 2010
AT LAST Port Washington Summer District Summer Camp 2006 - 2010
Education
The Johns Hopkins University 2010 — 2014
Bachelor's degree, Economics
Paul D. Schreiber High School 2006 — 2010
Permal Group January 2015 - Present
UBS July 2014 - December 2014
Campbell and Company May 2013 - August 2013
The Cordish Company October 2012 - February 2013
UBS June 2012 - August 2012
WDOT Port Washington Radio 2008 - 2010
AT LAST Port Washington Summer District Summer Camp 2006 - 2010
Education
The Johns Hopkins University 2010 — 2014
Bachelor's degree, Economics
Paul D. Schreiber High School 2006 — 2010
Matthew Foss, CRPC® Matthew Foss, CRPC®'s UBS Experience June 2012 - May 2015
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Capital Markets May 2015 - Present
UBS June 2012 - May 2015
Chase March 2011 - June 2012
hhgregg October 2006 - July 2010
Publicis Touchpoint Solutions June 2009 - June 2010
BDS Marketing 2002 - 2003
Education
The Ohio State University 2002 — 2006
Bachelor of Arts (BA), Psychology
Olentangy High School 1996 — 2000
RBC Capital Markets May 2015 - Present
UBS June 2012 - May 2015
Chase March 2011 - June 2012
hhgregg October 2006 - July 2010
Publicis Touchpoint Solutions June 2009 - June 2010
BDS Marketing 2002 - 2003
Education
The Ohio State University 2002 — 2006
Bachelor of Arts (BA), Psychology
Olentangy High School 1996 — 2000
Lauren Izard's UBS Experience January 2011 - May 2011
Job M.F.A. Candidate in Film & Media Production
Industry Motion Pictures and Film
Experience
Moondance Adventures June 2015 - August 2015
Bloomberg LP May 2014 - May 2015
Stone Soup Films May 2010 - May 2015
Bloomberg Government August 2012 - April 2014
Vanderbilt Office of Active Citizenship & Service April 2011 - August 2011
UBS January 2011 - May 2011
Moondance Adventures June 2010 - August 2010
WAMU 88.5 June 2009 - July 2009
Skills
Bloomberg Terminal, Bloomberg, Financial Analysis, Economics, Microsoft Excel, Analytics, Corporate Finance, Market Research, Competitive Analysis, Film Production, Film Editing, Adobe Creative Suite, Adobe Design Programs, Graphic Design, WordPress, ExactTarget, Aprimo, Social Media
Education
The University of Texas at Austin 2015 — 2018
MFA Film & Media Production
London School of Economics and Political Science 2011 — 2012
Diploma, Accounting & Finance
Vanderbilt University 2007 — 2011
B.A., Communications, Business Studies: Corporate Strategy
The Lawrenceville School 2005 — 2007
CCDS
Moondance Adventures June 2015 - August 2015
Bloomberg LP May 2014 - May 2015
Stone Soup Films May 2010 - May 2015
Bloomberg Government August 2012 - April 2014
Vanderbilt Office of Active Citizenship & Service April 2011 - August 2011
UBS January 2011 - May 2011
Moondance Adventures June 2010 - August 2010
WAMU 88.5 June 2009 - July 2009
Skills
Bloomberg Terminal, Bloomberg, Financial Analysis, Economics, Microsoft Excel, Analytics, Corporate Finance, Market Research, Competitive Analysis, Film Production, Film Editing, Adobe Creative Suite, Adobe Design Programs, Graphic Design, WordPress, ExactTarget, Aprimo, Social Media
Education
The University of Texas at Austin 2015 — 2018
MFA Film & Media Production
London School of Economics and Political Science 2011 — 2012
Diploma, Accounting & Finance
Vanderbilt University 2007 — 2011
B.A., Communications, Business Studies: Corporate Strategy
The Lawrenceville School 2005 — 2007
CCDS
Grant Olson's UBS Experience August 2011 - December 2011
Job Loeb & Loeb LLP
Industry Law Practice
Experience
Loeb & Loeb LLP June 2013 - Present
Owowcow Creamery March 2011 - August 2013
The King's College (New York, NY) 2011 - May 2013
UBS August 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Team Leadership, Team Building, Accounting, Communication, Management, Social Media, Event Planning, Public Speaking
Education
The King's College 2010 — 2015
Bachelor of Business Administration (B.B.A.)
Palisades High School 2006 — 2010
GED
Loeb & Loeb LLP June 2013 - Present
Owowcow Creamery March 2011 - August 2013
The King's College (New York, NY) 2011 - May 2013
UBS August 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Team Leadership, Team Building, Accounting, Communication, Management, Social Media, Event Planning, Public Speaking
Education
The King's College 2010 — 2015
Bachelor of Business Administration (B.B.A.)
Palisades High School 2006 — 2010
GED
Lydia Roseman Lydia Roseman's UBS Experience June 2014 - August 2014
Job Summer Business Analyst at UBS
Industry Program Development
Experience
UBS June 2014 - August 2014
FedEx Services June 2013 - August 2013
Skills
PowerPoint, Public Speaking
Education
Vanderbilt University
Bachelor of Arts (B.A.), Computer Science and Communication of Science and Technology
The George Washington University
Bachelor of Arts (B.A.), English Language and Literature, General
UBS June 2014 - August 2014
FedEx Services June 2013 - August 2013
Skills
PowerPoint, Public Speaking
Education
Vanderbilt University
Bachelor of Arts (B.A.), Computer Science and Communication of Science and Technology
The George Washington University
Bachelor of Arts (B.A.), English Language and Literature, General
Shane Gaffney's UBS Experience May 2012 - July 2012
Job Student at The George Washington University
Industry Financial Services
Experience
George Washington University September 2009 - Present
YMCA March 2008 - Present
Leaders Educated and Prepared June 2013 - August 2013
UBS May 2012 - July 2012
U.S. House of Representatives September 2011 - December 2011
Fairfield Beach Club May 2009 - August 2011
American Community Service June 2007 - July 2007
Skills
Data Input, Microsoft Office, Data Entry, Research, PowerPoint, Data Analysis, Public Speaking, Microsoft Excel, Statistics, Community Outreach, Microsoft Word, Fundraising, Facebook, Nonprofits, Government, Editing, Leadership, Teamwork, Policy, Public Relations, Customer Service, Accounting, Policy Analysis, Economics, International Relations
Education
The George Washington University 2009 — 2014
Bachelor's degree, Economics
The George Washington University, Columbian College of Arts and Sciences 2009 — 2014
Bachelor's degree, Economics
The George Washington University, Columbian College of Arts and Sciences 2009 — 2013
Bachelor's degree, Economics
Staples High School 2005 — 2009
Johns Hopkins University Center for Talented Youth, 2004 summer program at Roger Williams University 2004 — 2004
Mathematical Modeling
George Washington University September 2009 - Present
YMCA March 2008 - Present
Leaders Educated and Prepared June 2013 - August 2013
UBS May 2012 - July 2012
U.S. House of Representatives September 2011 - December 2011
Fairfield Beach Club May 2009 - August 2011
American Community Service June 2007 - July 2007
Skills
Data Input, Microsoft Office, Data Entry, Research, PowerPoint, Data Analysis, Public Speaking, Microsoft Excel, Statistics, Community Outreach, Microsoft Word, Fundraising, Facebook, Nonprofits, Government, Editing, Leadership, Teamwork, Policy, Public Relations, Customer Service, Accounting, Policy Analysis, Economics, International Relations
Education
The George Washington University 2009 — 2014
Bachelor's degree, Economics
The George Washington University, Columbian College of Arts and Sciences 2009 — 2014
Bachelor's degree, Economics
The George Washington University, Columbian College of Arts and Sciences 2009 — 2013
Bachelor's degree, Economics
Staples High School 2005 — 2009
Johns Hopkins University Center for Talented Youth, 2004 summer program at Roger Williams University 2004 — 2004
Mathematical Modeling
Cory Patterson Cory Patterson's UBS Experience 2006 - 2008
Job Specializing in Social Marketing for Small Businesses
Industry Marketing and Advertising
Experience
Cuore Communications July 2011 - Present
Sharpe Designs and Communications, LLC 2009 - June 2011
Indeck Energy Services 2008 - 2009
UBS 2006 - 2008
Skills
Public Speaking, Social Media, Writing, Social Media Marketing, Copywriting, Facebook, Twitter, Marketing, Small Business, SEO, Blogging, Email Marketing, Customer Service, Non-profits, Nonprofits
Education
Eastern College 1993 — 1997
BA with Honors, Political Science
The King's College 1993 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Cuore Communications July 2011 - Present
Sharpe Designs and Communications, LLC 2009 - June 2011
Indeck Energy Services 2008 - 2009
UBS 2006 - 2008
Skills
Public Speaking, Social Media, Writing, Social Media Marketing, Copywriting, Facebook, Twitter, Marketing, Small Business, SEO, Blogging, Email Marketing, Customer Service, Non-profits, Nonprofits
Education
Eastern College 1993 — 1997
BA with Honors, Political Science
The King's College 1993 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Alex Henke's UBS Experience May 2014 - November 2014
Job Financial Analyst VMG Health
Industry Financial Services
Experience
VMG Health September 2015 - Present
UBS May 2014 - November 2014
Zurich Insurance Company Ltd. March 2013 - May 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, Accounting, Access, Leadership
Education
University of Tennessee-Knoxville 2011 — 2015
Bachelor’s Degree, Finance, General, GPA: 3.8/4.0
The London School of Economics and Political Science (LSE) 2014 — 2014
VMG Health September 2015 - Present
UBS May 2014 - November 2014
Zurich Insurance Company Ltd. March 2013 - May 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, Accounting, Access, Leadership
Education
University of Tennessee-Knoxville 2011 — 2015
Bachelor’s Degree, Finance, General, GPA: 3.8/4.0
The London School of Economics and Political Science (LSE) 2014 — 2014
Herman. Davis Herman. Davis's UBS Experience 2000 - 2003
Job Sr. Project Manager
Industry Information Technology and Services
Experience
Macedonia Original Free Well Baptist Church September 2005 - April 2013
Horizon Blue Cross Blue Shield of New Jersey December 2003 - February 2005
UBS 2000 - 2003
AT&T 1997 - 2000
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Change Management, Process Improvement, Project Management, Management, Software Documentation, Budgets, Quality Assurance, Visio, Project Planning, Training, Team Leadership, Analysis, Team Building, Strategic Planning, Leadership, PMO, Customer Service, Microsoft Office, Healthcare, Business Analysis
Education
Thomas Edison State College 1997 — 2000
Bachelor of Business Administration (B.B.A.), Computer Technology/Computer Systems Technology
The George Washington University - School of Business 1995 — 1998
Project Managemet
Macedonia Original Free Well Baptist Church September 2005 - April 2013
Horizon Blue Cross Blue Shield of New Jersey December 2003 - February 2005
UBS 2000 - 2003
AT&T 1997 - 2000
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Change Management, Process Improvement, Project Management, Management, Software Documentation, Budgets, Quality Assurance, Visio, Project Planning, Training, Team Leadership, Analysis, Team Building, Strategic Planning, Leadership, PMO, Customer Service, Microsoft Office, Healthcare, Business Analysis
Education
Thomas Edison State College 1997 — 2000
Bachelor of Business Administration (B.B.A.), Computer Technology/Computer Systems Technology
The George Washington University - School of Business 1995 — 1998
Project Managemet
Andres C Perez Andres C Perez's UBS Experience 2009 - 2012
Job Assoc. Portfolio Manager at AGF Management Limited
Industry Investment Management
Experience
AGF Management Limited 2013 - Present
UBS 2009 - 2012
Citadel LLC 2008 - 2008
Moon Capital 2006 - 2008
Morgan Stanley 1999 - 2006
BankBoston Asset Management Brazil Ltd 1995 - 1999
BancBoston Capital 1997 - 1997
Skills
Emerging Markets, Investment Management, Commodity Markets, Equities, Hedge Funds, Latin America, Portfolio Management, Portuguese, Risk Management, Equity Research, Metals, Mining, Investment Strategies, Natural Resources, Value Investing, Alternative Investments, Capital Markets
Education
Tufts University 1990 — 1994
BA, Economics
The London School of Economics and Political Science (LSE) 1992 — 1993
Economics
AGF Management Limited 2013 - Present
UBS 2009 - 2012
Citadel LLC 2008 - 2008
Moon Capital 2006 - 2008
Morgan Stanley 1999 - 2006
BankBoston Asset Management Brazil Ltd 1995 - 1999
BancBoston Capital 1997 - 1997
Skills
Emerging Markets, Investment Management, Commodity Markets, Equities, Hedge Funds, Latin America, Portfolio Management, Portuguese, Risk Management, Equity Research, Metals, Mining, Investment Strategies, Natural Resources, Value Investing, Alternative Investments, Capital Markets
Education
Tufts University 1990 — 1994
BA, Economics
The London School of Economics and Political Science (LSE) 1992 — 1993
Economics
Rob Herberger's UBS Experience February 2011 - Present
Job Wealth Strategy Associate with The Medsker Khalaf Group
Industry Financial Services
Experience
UBS February 2011 - Present
Education
The Ohio State University 2000 — 2005
Bachelors, Communications
UBS February 2011 - Present
Education
The Ohio State University 2000 — 2005
Bachelors, Communications
Laith Khalaf, CFP®, ChFC®'s UBS Experience October 2008 - Present
Job Certified Financial Planner®, Chartered Financial Consultant®
Industry Financial Services
Experience
UBS October 2008 - Present
Morgan Stanley March 2000 - October 2008
AEC Group December 1998 - February 2000
Education
The Ohio State University 1995 — 1998
Bachelors of Science in Business Administration
The Ohio State University
Executive Education Program - CFP
UBS October 2008 - Present
Morgan Stanley March 2000 - October 2008
AEC Group December 1998 - February 2000
Education
The Ohio State University 1995 — 1998
Bachelors of Science in Business Administration
The Ohio State University
Executive Education Program - CFP
Nora Brown Nora Brown's UBS Experience September 2000 - July 2003
Job
Industry International Trade and Development
Experience
DAI August 2013 - Present
Global Business School Network January 2007 - August 2013
International Finance Corporation 2005 - 2007
UBS September 2000 - July 2003
Skills
International..., Emerging Markets, Economic Development, Economics, Microfinance, Social Impact, Africa, Program Management, Nonprofits, Policy Analysis, International Relations, Social Entrepreneurship, Management, Capacity Building, Corporate Social..., Community Development, Grants, NGOs, Public/private..., Business Strategy, Latin America, Rural Development, Public Policy, Foreign Policy, Strategic Communications, Proposal Writing, Policy, Civil Society, Program Evaluation
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2003 — 2005
MA
The Johns Hopkins University 1996 — 2000
BA
Shattuck-St. Mary's
DAI August 2013 - Present
Global Business School Network January 2007 - August 2013
International Finance Corporation 2005 - 2007
UBS September 2000 - July 2003
Skills
International..., Emerging Markets, Economic Development, Economics, Microfinance, Social Impact, Africa, Program Management, Nonprofits, Policy Analysis, International Relations, Social Entrepreneurship, Management, Capacity Building, Corporate Social..., Community Development, Grants, NGOs, Public/private..., Business Strategy, Latin America, Rural Development, Public Policy, Foreign Policy, Strategic Communications, Proposal Writing, Policy, Civil Society, Program Evaluation
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2003 — 2005
MA
The Johns Hopkins University 1996 — 2000
BA
Shattuck-St. Mary's
Scott Amling Scott Amling's UBS Experience January 2007 - May 2009
Job Corporate Governance and Executive Compensation Analyst
Industry Financial Services
Experience
Institutional Shareholder Services January 2011 - May 2015
UBS January 2007 - May 2009
ASB Capital Management July 1988 - June 2006
Education
The George Washington University - School of Business
Vanderbilt University
BA, Business and Economics
Institutional Shareholder Services January 2011 - May 2015
UBS January 2007 - May 2009
ASB Capital Management July 1988 - June 2006
Education
The George Washington University - School of Business
Vanderbilt University
BA, Business and Economics
Faith Stevenson, CFA, CPA Faith Stevenson, CFA, CPA's UBS Experience 1999 - 2002
Job Director Institutional Business Development at Diamond Hill Capital Management, Inc.
Industry Financial Services
Experience
Diamond Hill Capital Management, Inc. 2014 - Present
Smith Graham 2010 - 2014
Hedge Fund of Funds 2009 - 2009
Bear Stearns Asset Management Inc. 2006 - 2008
Forstmann-Leff Associates, LLC 2002 - 2005
UBS 1999 - 2002
Smith Barney Consulting Group 1995 - 1999
Ernst & Young 1990 - 1995
Skills
Investor Relations, Financial Services, Management, Hedge Funds, Fixed Income, New Business Development, Marketing, Business Development, Alternative Investments
Education
The Ohio State University 1988 — 1991
BSBA, Accounting
Diamond Hill Capital Management, Inc. 2014 - Present
Smith Graham 2010 - 2014
Hedge Fund of Funds 2009 - 2009
Bear Stearns Asset Management Inc. 2006 - 2008
Forstmann-Leff Associates, LLC 2002 - 2005
UBS 1999 - 2002
Smith Barney Consulting Group 1995 - 1999
Ernst & Young 1990 - 1995
Skills
Investor Relations, Financial Services, Management, Hedge Funds, Fixed Income, New Business Development, Marketing, Business Development, Alternative Investments
Education
The Ohio State University 1988 — 1991
BSBA, Accounting
Maria Blum, FRM Maria Blum, FRM's UBS Experience March 2014 - June 2014
Job Business Analyst Risk IT BNP Paribas. More than 1000 connections
Industry Financial Services
Experience
Morgan Stanley June 2014 - December 2014
UBS March 2014 - June 2014
Financial Immunities January 2011 - May 2013
Financial Immunities January 2008 - December 2010
Financial Immunities July 2003 - December 2007
Ministry of Industry Trade and Labor July 2001 - June 2003
Skills
Derivatives, Market Risk, Hedging, FX Options, Risk Management, Financial Risk, Financial Markets, Options, Currency, Valuation, Trading, FX Derivatives, Corporate Finance, Financial Risk..., Basel II, Finance, Financial Reporting, Operational Risk, Foreign Exchange, FX Hedging, Hedge Accounting, Interest Rate Risk..., Credit, Investment Management, Business Valuation, Enterprise Risk..., Credit Risk, Financial Analysis, Capital Markets, Bloomberg, Financial Modeling, Portfolio Management, FAS 133, Fixed Income, Quantitative Analytics, Leadership, Economics, VAR, Written Communication, Customer Service, Business Requirements, Multi Tasking, Investments, UAT coordination, Release Management, SDLC, Analysis, Management, Business Analysis
Education
The Hebrew University 2000 — 2002
MBA, Finance and Accounting
The Hebrew University 1995 — 1998
BA, Economics and Business Administration
Global Association of Risk Professionals 2012 — 2013
FRM, Financial Risk Manager, Certificate
Ariel University Center of Samaria 2011 — 2012
Financial Risk Management
Haklai Pardes Hana 1993 — 1995
31 School, Chelyabinsk 1990 — 1993
Mathematics and Physics
Morgan Stanley June 2014 - December 2014
UBS March 2014 - June 2014
Financial Immunities January 2011 - May 2013
Financial Immunities January 2008 - December 2010
Financial Immunities July 2003 - December 2007
Ministry of Industry Trade and Labor July 2001 - June 2003
Skills
Derivatives, Market Risk, Hedging, FX Options, Risk Management, Financial Risk, Financial Markets, Options, Currency, Valuation, Trading, FX Derivatives, Corporate Finance, Financial Risk..., Basel II, Finance, Financial Reporting, Operational Risk, Foreign Exchange, FX Hedging, Hedge Accounting, Interest Rate Risk..., Credit, Investment Management, Business Valuation, Enterprise Risk..., Credit Risk, Financial Analysis, Capital Markets, Bloomberg, Financial Modeling, Portfolio Management, FAS 133, Fixed Income, Quantitative Analytics, Leadership, Economics, VAR, Written Communication, Customer Service, Business Requirements, Multi Tasking, Investments, UAT coordination, Release Management, SDLC, Analysis, Management, Business Analysis
Education
The Hebrew University 2000 — 2002
MBA, Finance and Accounting
The Hebrew University 1995 — 1998
BA, Economics and Business Administration
Global Association of Risk Professionals 2012 — 2013
FRM, Financial Risk Manager, Certificate
Ariel University Center of Samaria 2011 — 2012
Financial Risk Management
Haklai Pardes Hana 1993 — 1995
31 School, Chelyabinsk 1990 — 1993
Mathematics and Physics
Gwendall Esnault Gwendall Esnault's UBS Experience June 2006 - July 2006
Job Founder at Falcon and TechList
Industry Internet
Experience
TechList January 2013 - Present
Falcon October 2012 - Present
Goldman Sachs September 2009 - February 2010
LFPI March 2008 - September 2008
Credit Agricole CIB April 2007 - September 2007
UBS June 2006 - July 2006
Delubac Asset Management (Paris, France) March 2005 - August 2005
Skills
Private Equity, Valuation, Investment Banking, Corporate Finance, Financial Modeling, Entrepreneurship, Asset Management, Start-ups, Mergers & Acquisitions
Education
The London School of Economics and Political Science (LSE) 2008 — 2009
MSc, Accounting and Finance
Université Paris Dauphine 2005 — 2008
Magistère, Banque - Finance - Assurance
TechList January 2013 - Present
Falcon October 2012 - Present
Goldman Sachs September 2009 - February 2010
LFPI March 2008 - September 2008
Credit Agricole CIB April 2007 - September 2007
UBS June 2006 - July 2006
Delubac Asset Management (Paris, France) March 2005 - August 2005
Skills
Private Equity, Valuation, Investment Banking, Corporate Finance, Financial Modeling, Entrepreneurship, Asset Management, Start-ups, Mergers & Acquisitions
Education
The London School of Economics and Political Science (LSE) 2008 — 2009
MSc, Accounting and Finance
Université Paris Dauphine 2005 — 2008
Magistère, Banque - Finance - Assurance
Dr. John Maddocks Dr. John Maddocks's UBS Experience May 1987 - November 2007
Job John Maddocks Architect, LEED AP
Industry Architecture & Planning
Experience
Sustainable Westchester April 2010 - Present
Energy Action Committee January 2009 - Present
John Maddocks Architect, LEED AP November 2001 - Present
Sustainable Westchester Transportation and Land Use Committee January 2015 - Present
Cooper Union for Advancement of Science & Art January 2009 - December 2013
UBS May 1987 - November 2007
Skills
Sustainable Design, Energy Efficiency, LEED AP, Solar Power, Project Management, Sustainability, Architecture, Public Speaking, Residential Design, Environmental Awareness, Architectural Design, Construction, Architectures, Comprehensive Planning, Green Building, LEED, Residential Homes, Renovation, Energy, Facilities Management, Sustainable Architecture, Renewable Energy, Space planning, Interior Design, Research
Education
The Graduate Center, City University of New York 1970 — 1975
PhD, Environmental Psychology
University of Florida 1962 — 1965
Master of Fine Arts, Sculpture, Creative Writing
University of Florida 1954 — 1962
Bachelor of Architecture, Architecture, Sculpture, Creative Writing
Sustainable Westchester April 2010 - Present
Energy Action Committee January 2009 - Present
John Maddocks Architect, LEED AP November 2001 - Present
Sustainable Westchester Transportation and Land Use Committee January 2015 - Present
Cooper Union for Advancement of Science & Art January 2009 - December 2013
UBS May 1987 - November 2007
Skills
Sustainable Design, Energy Efficiency, LEED AP, Solar Power, Project Management, Sustainability, Architecture, Public Speaking, Residential Design, Environmental Awareness, Architectural Design, Construction, Architectures, Comprehensive Planning, Green Building, LEED, Residential Homes, Renovation, Energy, Facilities Management, Sustainable Architecture, Renewable Energy, Space planning, Interior Design, Research
Education
The Graduate Center, City University of New York 1970 — 1975
PhD, Environmental Psychology
University of Florida 1962 — 1965
Master of Fine Arts, Sculpture, Creative Writing
University of Florida 1954 — 1962
Bachelor of Architecture, Architecture, Sculpture, Creative Writing
Heyoung Helen Lee Heyoung Helen Lee's UBS Experience 2006 - 2007
Job Master's Candidate at the Johns Hopkins University
Industry Venture Capital & Private Equity
Experience
Venture Capital and Start-Up Advisory 2009 - 2011
Reznick Group, Commerical Real Estate Transactions Group, Private Equity/Capital Markets 2007 - 2008
UBS 2006 - 2007
Skills
Corporate Finance, Investments, Information Technology, Information Assurance, Project Management, Cyber Defense, Information Systems, Quantitative Risk..., Statistical Data..., Due Diligence
Education
The Johns Hopkins University 2012 — 2015
MS, Applied Quantitative Methods, Systems Engineering
University of Michigan - Ann Arbor 2003 — 2007
BA, Economics
Venture Capital and Start-Up Advisory 2009 - 2011
Reznick Group, Commerical Real Estate Transactions Group, Private Equity/Capital Markets 2007 - 2008
UBS 2006 - 2007
Skills
Corporate Finance, Investments, Information Technology, Information Assurance, Project Management, Cyber Defense, Information Systems, Quantitative Risk..., Statistical Data..., Due Diligence
Education
The Johns Hopkins University 2012 — 2015
MS, Applied Quantitative Methods, Systems Engineering
University of Michigan - Ann Arbor 2003 — 2007
BA, Economics
Samara Pollak's UBS Experience July 2012 - April 2013
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte July 2015 - Present
Deloitte August 2013 - July 2015
UBS July 2012 - April 2013
Time Out Sydney March 2012 - June 2012
Federal Communications Commission January 2012 - February 2012
Time Out New York May 2011 - August 2011
The Arthritis Foundation September 2010 - December 2010
University Directories May 2010 - August 2010
Skills
Financial Analysis, Magazines, Entertainment Industry, Media, Social Media, Social Media Outreach, Market Research, Marketing Communications, Web Design, Microsoft Office, Photoshop, Google Analytics, Quickbooks, Drupal, HTML, Music Industry, Finance, Entertainment, Media Production, Social Media Marketing, Digital Media, Financial Modeling, Financial Reporting, Strategic Communications, Advertising, Research, Sales, Microsoft Excel, QuickBooks
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Communication
University of New South Wales 2012 — 2012
Bachelor of Business Administration (BBA), Finance, Communication
Deloitte July 2015 - Present
Deloitte August 2013 - July 2015
UBS July 2012 - April 2013
Time Out Sydney March 2012 - June 2012
Federal Communications Commission January 2012 - February 2012
Time Out New York May 2011 - August 2011
The Arthritis Foundation September 2010 - December 2010
University Directories May 2010 - August 2010
Skills
Financial Analysis, Magazines, Entertainment Industry, Media, Social Media, Social Media Outreach, Market Research, Marketing Communications, Web Design, Microsoft Office, Photoshop, Google Analytics, Quickbooks, Drupal, HTML, Music Industry, Finance, Entertainment, Media Production, Social Media Marketing, Digital Media, Financial Modeling, Financial Reporting, Strategic Communications, Advertising, Research, Sales, Microsoft Excel, QuickBooks
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Communication
University of New South Wales 2012 — 2012
Bachelor of Business Administration (BBA), Finance, Communication
Mareia Dakhteh's UBS Experience January 2013 - May 2013
Job Private Client Specialist
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
MHD Companies September 2007 - May 2014
UBS January 2013 - May 2013
Skills
Effective communicator..., Leader, works well with..., Able to make decisions..., Able to determine ROI..., Received rigorous..., Analysis, Market Research, Data Analysis, Marketing, Finance, Research, Sales, Risk Management, Accounts Payable, Business Strategy, Financial Analysis, Microsoft Excel, Time Management, Policy Analysis, Access, Outlook, Leadership, Analytics, Banking, Teamwork, Project Management, Budgets, Business Analysis, Management, Insurance, Process Improvement, Microsoft Office, Administrative..., Training, Accounting, PowerPoint, Customer Service, Project Planning, Economics, Strategic Planning, Team Leadership, Forecasting, Microsoft Word, Data Entry, Spreadsheets, Customer Satisfaction
Education
The Ohio State University 2008 — 2012
B.S. –Agribusiness and Applied Economics, Department of Agriculture, Environmental and Development Economics
Olentangy Liberty High School 2004 — 2006
JPMorgan Chase May 2014 - Present
MHD Companies September 2007 - May 2014
UBS January 2013 - May 2013
Skills
Effective communicator..., Leader, works well with..., Able to make decisions..., Able to determine ROI..., Received rigorous..., Analysis, Market Research, Data Analysis, Marketing, Finance, Research, Sales, Risk Management, Accounts Payable, Business Strategy, Financial Analysis, Microsoft Excel, Time Management, Policy Analysis, Access, Outlook, Leadership, Analytics, Banking, Teamwork, Project Management, Budgets, Business Analysis, Management, Insurance, Process Improvement, Microsoft Office, Administrative..., Training, Accounting, PowerPoint, Customer Service, Project Planning, Economics, Strategic Planning, Team Leadership, Forecasting, Microsoft Word, Data Entry, Spreadsheets, Customer Satisfaction
Education
The Ohio State University 2008 — 2012
B.S. –Agribusiness and Applied Economics, Department of Agriculture, Environmental and Development Economics
Olentangy Liberty High School 2004 — 2006
Jonathan Lim Jonathan Lim's UBS Experience 2007 - 2008
Job Sr. Product Manager Dash Replenishment Service and Dash Button at Amazon
Industry Consumer Electronics
Experience
Amazon November 2014 - Present
Amazon.com June 2013 - Present
Amazon.com June 2013 - Present
March of Dimes 2011 - 2013
Red Capital Markets, LLC 2011 - 2011
S&J 2008 - 2011
UBS 2007 - 2008
P&G 2003 - 2004
Skills
Strategic Planning, E-commerce, Mobile, Mobile Marketing, Mobile Technology, Mobile Devices, User Experience, Statistics, Entrepreneurship, Marketing Strategy
Education
The Ohio State University
B.S., Economics
University of Michigan - Stephen M. Ross School of Business
MBA, Finance & Strategy
Amazon November 2014 - Present
Amazon.com June 2013 - Present
Amazon.com June 2013 - Present
March of Dimes 2011 - 2013
Red Capital Markets, LLC 2011 - 2011
S&J 2008 - 2011
UBS 2007 - 2008
P&G 2003 - 2004
Skills
Strategic Planning, E-commerce, Mobile, Mobile Marketing, Mobile Technology, Mobile Devices, User Experience, Statistics, Entrepreneurship, Marketing Strategy
Education
The Ohio State University
B.S., Economics
University of Michigan - Stephen M. Ross School of Business
MBA, Finance & Strategy
Michael Murrer Michael Murrer's UBS Experience July 2007 - July 2008
Job Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies December 2014 - Present
Jefferies & Company September 2010 - December 2014
UBS Investment Bank August 2009 - September 2010
UBS July 2007 - July 2008
HSBC 2005 - 2005
Sagent Advisors 2004 - 2004
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Corporate Finance, Private Equity, Capital Markets, Equity Research, LBO, Bloomberg, Financial Analysis, Leveraged Finance, Fixed Income, M&A experience, Due Diligence, Hedge Funds, High Yield, Mergers, Series 7, Private Placements, Mergers & Acquisitions, Equity Valuation, Corporate Development, Options, DCF
Education
The Ohio State University 2003 — 2007
BS, Finance
Bronxville High School 1998 — 2003
Diploma, General Studies
Jefferies December 2014 - Present
Jefferies & Company September 2010 - December 2014
UBS Investment Bank August 2009 - September 2010
UBS July 2007 - July 2008
HSBC 2005 - 2005
Sagent Advisors 2004 - 2004
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Corporate Finance, Private Equity, Capital Markets, Equity Research, LBO, Bloomberg, Financial Analysis, Leveraged Finance, Fixed Income, M&A experience, Due Diligence, Hedge Funds, High Yield, Mergers, Series 7, Private Placements, Mergers & Acquisitions, Equity Valuation, Corporate Development, Options, DCF
Education
The Ohio State University 2003 — 2007
BS, Finance
Bronxville High School 1998 — 2003
Diploma, General Studies
Charles Ocheret Charles Ocheret's UBS Experience January 2005 - August 2006
Job Founder and CEO at ReadyPosition
Industry Information Technology and Services
Experience
CSC July 2013 - Present
ReadyPosition February 2012 - Present
Deutsche Bank September 2009 - January 2012
JP Morgan Chase March 2008 - August 2009
Bear Stearns September 2006 - February 2008
UBS January 2005 - August 2006
Amaranth Group August 2003 - January 2005
WR Hambrecht + Co 1998 - 2002
Thinkbank 1994 - 1999
Moore Capital Management / IMS 1991 - 1994
Skills
Distributed Systems, Natural Language..., Agile Methodologies, Trading Systems, Software Engineering, Unix, Electronic Trading, Capital Markets, Cloud Computing, High Performance..., Linux, Integration, Market Data, Architecture, Low Latency, Java, Subversion, Hedge Funds, Investment Banking, Enterprise Architecture, Scalability, Algorithms, C++, Portfolio Management, Databases, Grid Computing, Scrum, C#, Test Driven Development, Start-ups, Derivatives, Semantic Web, Computer Graphics, Image Processing, SQL, Systems Engineering, Application Architecture, Certified Scrum Master..., Python, Big Data, Data Science, JavaScript, Scala, Objective-C, HTML 5, CUDA, OpenGL, WebGL, R, Machine Learning
Education
The Johns Hopkins University 1983 — 1986
M.S., Electrical Engineering
The Johns Hopkins University 1978 — 1983
B.E.S., Biomedical Engineering
CSC July 2013 - Present
ReadyPosition February 2012 - Present
Deutsche Bank September 2009 - January 2012
JP Morgan Chase March 2008 - August 2009
Bear Stearns September 2006 - February 2008
UBS January 2005 - August 2006
Amaranth Group August 2003 - January 2005
WR Hambrecht + Co 1998 - 2002
Thinkbank 1994 - 1999
Moore Capital Management / IMS 1991 - 1994
Skills
Distributed Systems, Natural Language..., Agile Methodologies, Trading Systems, Software Engineering, Unix, Electronic Trading, Capital Markets, Cloud Computing, High Performance..., Linux, Integration, Market Data, Architecture, Low Latency, Java, Subversion, Hedge Funds, Investment Banking, Enterprise Architecture, Scalability, Algorithms, C++, Portfolio Management, Databases, Grid Computing, Scrum, C#, Test Driven Development, Start-ups, Derivatives, Semantic Web, Computer Graphics, Image Processing, SQL, Systems Engineering, Application Architecture, Certified Scrum Master..., Python, Big Data, Data Science, JavaScript, Scala, Objective-C, HTML 5, CUDA, OpenGL, WebGL, R, Machine Learning
Education
The Johns Hopkins University 1983 — 1986
M.S., Electrical Engineering
The Johns Hopkins University 1978 — 1983
B.E.S., Biomedical Engineering
Arthur Dobosiewicz Arthur Dobosiewicz's UBS Experience December 2008 - Present
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS December 2008 - Present
Wachovia Securities July 2003 - December 2008
Prudential Securities April 2000 - July 2003
Paine Webber November 1992 - April 2000
Kidder Peabody March 1984 - March 1989
Education
The Ohio State University 1975 — 1980
BA, Economics
UBS December 2008 - Present
Wachovia Securities July 2003 - December 2008
Prudential Securities April 2000 - July 2003
Paine Webber November 1992 - April 2000
Kidder Peabody March 1984 - March 1989
Education
The Ohio State University 1975 — 1980
BA, Economics
Susie Abadi Susie Abadi's UBS Experience April 1996 - August 1998
Job
Industry Banking
Experience
BNP Paribas June 2000 - Present
Credit Lyonnais Securities January 1999 - January 2000
UBS April 1996 - August 1998
Education
Exeter University
Master of Arts (M.A.), Finance and Investment
The Manchester Metropolitan University
Economics (2:1)
BNP Paribas June 2000 - Present
Credit Lyonnais Securities January 1999 - January 2000
UBS April 1996 - August 1998
Education
Exeter University
Master of Arts (M.A.), Finance and Investment
The Manchester Metropolitan University
Economics (2:1)
Teeja Boye, CFA's UBS Experience 2006 - 2008
Job Research Analyst at Sands Capital Management
Industry Investment Management
Experience
Sands Capital Management May 2014 - Present
Sands Capital Management January 2014 - April 2014
Insparo Asset Management 2008 - 2013
UBS 2006 - 2008
UBS June 2005 - September 2005
Education
London School of Economics and Political Science 2003 — 2006
BSc
Sands Capital Management May 2014 - Present
Sands Capital Management January 2014 - April 2014
Insparo Asset Management 2008 - 2013
UBS 2006 - 2008
UBS June 2005 - September 2005
Education
London School of Economics and Political Science 2003 — 2006
BSc
Kenko Ueyama Kenko Ueyama's UBS Experience June 2014 - August 2014
Job M.A. Candidate, Johns Hopkins School of Advanced International Studies (SAIS)
Industry Management Consulting
Experience
The Boston Consulting Group June 2015 - June 2015
Center for Strategic and International Studies (CSIS) March 2015 - June 2015
UBS June 2014 - August 2014
Booz & Company May 2014 - June 2014
Mediva Medical Consulting December 2012 - January 2013
FleishmanHillard July 2012 - August 2012
Guizhou Forerunner College May 2012 - June 2012
OKWave June 2011 - July 2011
Skills
Economics, Editing, Research, Statistics, Nonprofits, Stata, Japanese, Chinese, English, International Relations, Politics, Market Research, Mandarin, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Energy
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2014 — 2016
Master of Arts (M.A.), International Economics and ERE (Energy, Resources, and Environment)
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), Economics and International Studies
Georgetown University 2011 — 2011
Summer School
The Lawrenceville School 2008 — 2011
The Boston Consulting Group June 2015 - June 2015
Center for Strategic and International Studies (CSIS) March 2015 - June 2015
UBS June 2014 - August 2014
Booz & Company May 2014 - June 2014
Mediva Medical Consulting December 2012 - January 2013
FleishmanHillard July 2012 - August 2012
Guizhou Forerunner College May 2012 - June 2012
OKWave June 2011 - July 2011
Skills
Economics, Editing, Research, Statistics, Nonprofits, Stata, Japanese, Chinese, English, International Relations, Politics, Market Research, Mandarin, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Energy
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2014 — 2016
Master of Arts (M.A.), International Economics and ERE (Energy, Resources, and Environment)
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), Economics and International Studies
Georgetown University 2011 — 2011
Summer School
The Lawrenceville School 2008 — 2011
Julia Geller's UBS Experience August 2014 - Present
Job Human Resources Analyst at UBS
Industry Human Resources
Experience
UBS August 2014 - Present
Bright Horizons May 2013 - February 2014
Nashville Wine Auction August 2013 - December 2013
Boston Children's Museum June 2012 - August 2012
The Boston Preservation Alliance June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, English, Photoshop, Windows, HTML, Excellent verbal and..., Event Planning, Organizational..., Fundraising
Education
Vanderbilt University 2011 — 2014
Bachelor of Science (B.S.), Human and Organizational Development, Psychology
The George Washington University 2010 — 2011
Wellesley High School 2006 — 2010
High School Diploma
UBS August 2014 - Present
Bright Horizons May 2013 - February 2014
Nashville Wine Auction August 2013 - December 2013
Boston Children's Museum June 2012 - August 2012
The Boston Preservation Alliance June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, English, Photoshop, Windows, HTML, Excellent verbal and..., Event Planning, Organizational..., Fundraising
Education
Vanderbilt University 2011 — 2014
Bachelor of Science (B.S.), Human and Organizational Development, Psychology
The George Washington University 2010 — 2011
Wellesley High School 2006 — 2010
High School Diploma
Leonardo Copanski Leonardo Copanski's UBS Experience January 2012 - May 2012
Job Trader at Trillium Trading
Industry Capital Markets
Experience
Trillium Trading, LLC July 2013 - Present
Reynolds Financial Advisors June 2012 - September 2012
UBS January 2012 - May 2012
Skills
Equities, Fixed Income, Finance, Derivatives, Bloomberg, Capital Markets, Economics, Investments, Corporate Finance, Financial Analysis, Due Diligence, Trading, Financial Markets, Securities, Options, Portfolio Management, Asset Management
Education
University of Chicago 2009 — 2013
Bachelor of Arts, Economics
London School of Economics and Political Science
Forwards, Futures, and Other Financial Derivatives
Trillium Trading, LLC July 2013 - Present
Reynolds Financial Advisors June 2012 - September 2012
UBS January 2012 - May 2012
Skills
Equities, Fixed Income, Finance, Derivatives, Bloomberg, Capital Markets, Economics, Investments, Corporate Finance, Financial Analysis, Due Diligence, Trading, Financial Markets, Securities, Options, Portfolio Management, Asset Management
Education
University of Chicago 2009 — 2013
Bachelor of Arts, Economics
London School of Economics and Political Science
Forwards, Futures, and Other Financial Derivatives
Dylan Cleary's UBS Experience January 2014 - August 2014
Job Student at George Washington University
Industry
Experience
George Washington University Facilities 2013 - Present
GW 2012 - Present
Aflac May 2015 - August 2015
UBS January 2014 - August 2014
Prime Hyundai South November 2010 - August 2013
Massachusetts State House March 2012 - April 2012
Skills
Customer Service, Project Management, Microsoft Office, PowerPoint, Data Analysis, Research, Social Networking, Public Speaking, Fundraising, Social Media, Event Planning, Microsoft Excel, Leadership, Microsoft Word
Education
The George Washington University - School of Business 2012 — 2016
Business Administration, Concentration in Finance, Film Studies Minor
The Roxbury Latin School 2009 — 2012
High School Diploma
George Washington University Facilities 2013 - Present
GW 2012 - Present
Aflac May 2015 - August 2015
UBS January 2014 - August 2014
Prime Hyundai South November 2010 - August 2013
Massachusetts State House March 2012 - April 2012
Skills
Customer Service, Project Management, Microsoft Office, PowerPoint, Data Analysis, Research, Social Networking, Public Speaking, Fundraising, Social Media, Event Planning, Microsoft Excel, Leadership, Microsoft Word
Education
The George Washington University - School of Business 2012 — 2016
Business Administration, Concentration in Finance, Film Studies Minor
The Roxbury Latin School 2009 — 2012
High School Diploma
Daniel Praznovsky Daniel Praznovsky's UBS Experience September 2010 - June 2011
Job Underwriting at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2013 - Present
Meeder Financial October 2011 - December 2011
Community Shelter Board March 2011 - October 2011
UBS September 2010 - June 2011
Skills
Non-profits, Fundraising, Research
Education
The Ohio State University 2008 — 2012
Bachelor of Science, Economics
JPMorgan Chase February 2013 - Present
Meeder Financial October 2011 - December 2011
Community Shelter Board March 2011 - October 2011
UBS September 2010 - June 2011
Skills
Non-profits, Fundraising, Research
Education
The Ohio State University 2008 — 2012
Bachelor of Science, Economics
Eric Allen Smith Eric Allen Smith's UBS Experience 2006 - 2007
Job Epic Applications Lead Access Services at University of Pennsylvania Health System
Industry Hospital & Health Care
Experience
Penn Medicine (University of Pennsylvania Health System) June 2014 - Present
Korn/Ferry International April 2013 - June 2014
Johns Hopkins Hospital September 2011 - April 2013
peabody/GRP July 2006 - April 2013
Vanderbilt University Medical Center November 2008 - September 2011
HCA March 2008 - August 2008
James & Co. 2007 - 2007
UBS 2006 - 2007
Barclays Capital 2006 - 2006
New-York Historical Society 2005 - 2005
Skills
Supply Chain Management, Supply Chain Consulting, Epic, Human Capital Management, Investment Banking, Operations, Healthcare IT, Healthcare Management, Organizational..., Executive Search, Healthcare Information..., Epic Systems, Personnel Management, Cadence, Hospital Revenue Cycle, Patient Access, Business Development, Market Research, Management Consulting, Healthcare, Recruiting, Data Analysis, Management, Analysis, Talent Acquisition, Talent Management, Human Resources, Leadership, Training, Program Management, Consulting, Hospitals, Strategic Planning, Marketing, Process Improvement, Public Speaking, EMR, Project Management, HIPAA, CRM, Research, Clinical Research, Strategy, Team Building, Customer Service
Education
The Johns Hopkins University 2011 — 2015
MBA, Medical Systems Management
Vanderbilt University 2007 — 2009
M.Ed., Organizational Leadership - Peabody College
Vanderbilt University 2003 — 2007
B.M., Music
Penn Medicine (University of Pennsylvania Health System) June 2014 - Present
Korn/Ferry International April 2013 - June 2014
Johns Hopkins Hospital September 2011 - April 2013
peabody/GRP July 2006 - April 2013
Vanderbilt University Medical Center November 2008 - September 2011
HCA March 2008 - August 2008
James & Co. 2007 - 2007
UBS 2006 - 2007
Barclays Capital 2006 - 2006
New-York Historical Society 2005 - 2005
Skills
Supply Chain Management, Supply Chain Consulting, Epic, Human Capital Management, Investment Banking, Operations, Healthcare IT, Healthcare Management, Organizational..., Executive Search, Healthcare Information..., Epic Systems, Personnel Management, Cadence, Hospital Revenue Cycle, Patient Access, Business Development, Market Research, Management Consulting, Healthcare, Recruiting, Data Analysis, Management, Analysis, Talent Acquisition, Talent Management, Human Resources, Leadership, Training, Program Management, Consulting, Hospitals, Strategic Planning, Marketing, Process Improvement, Public Speaking, EMR, Project Management, HIPAA, CRM, Research, Clinical Research, Strategy, Team Building, Customer Service
Education
The Johns Hopkins University 2011 — 2015
MBA, Medical Systems Management
Vanderbilt University 2007 — 2009
M.Ed., Organizational Leadership - Peabody College
Vanderbilt University 2003 — 2007
B.M., Music
Keith Hazelton Keith Hazelton's UBS Experience November 1995 - September 2004
Job Senior Vice President Private Client Group, Huntington National Bank
Industry Banking
Experience
Huntington National Bank August 2010 - Present
Huntington National Bank 2010 - 2014
Huntington National Bank 2010 - 2014
Huntington National Bank 2010 - 2014
Oklahoma City University October 2008 - August 2010
Oklahoma Bankers Association December 2008 - November 2009
Bank of America September 2004 - June 2007
UBS November 1995 - September 2004
Skills
Wealth Management, Portfolio Management, Banking, Financial Services, Loans, Risk Management, Relationship Management, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Consumer Lending, Financial Advisory, Mortgage Lending, Private Banking, Wealth, Mergers
Education
University of Delaware 1987 — 1989
Banking and Bank Management
The Ohio State University Fisher College of Business 1981 — 1983
MBA, Finance & Economics
The Ohio State University 1974 — 1979
BA, Journalism
Huntington National Bank August 2010 - Present
Huntington National Bank 2010 - 2014
Huntington National Bank 2010 - 2014
Huntington National Bank 2010 - 2014
Oklahoma City University October 2008 - August 2010
Oklahoma Bankers Association December 2008 - November 2009
Bank of America September 2004 - June 2007
UBS November 1995 - September 2004
Skills
Wealth Management, Portfolio Management, Banking, Financial Services, Loans, Risk Management, Relationship Management, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Consumer Lending, Financial Advisory, Mortgage Lending, Private Banking, Wealth, Mergers
Education
University of Delaware 1987 — 1989
Banking and Bank Management
The Ohio State University Fisher College of Business 1981 — 1983
MBA, Finance & Economics
The Ohio State University 1974 — 1979
BA, Journalism
Sharon McMeel's UBS Experience September 1999 - December 2003
Job Vice President, Philanthropy at Children's Hospital Colorado Foundation
Industry Fund-Raising
Experience
Children's Hospital Colorado Foundation September 2014 - Present
Children's Hospital Colorado Foundation February 2009 - Present
Johns Hopkins University June 2004 - July 2008
UBS September 1999 - December 2003
Christie's August 1995 - October 1997
Skills
Fundraising, Philanthropy, Stewardship, Annual Giving, Portfolio Management, Volunteer Management, Strategic Planning, Healthcare, Budgeting, Budgets, Nonprofits, Event Planning, Grant Writing, Public Speaking, Community Outreach, Program Development, Strategic Communications, Board Development, Public Relations, Social Media, Editing, Alumni Relations, Media Relations, Newsletters, Grants, Prospect Research, Community Development
Education
The Johns Hopkins University
BA, History of Art
Children's Hospital Colorado Foundation September 2014 - Present
Children's Hospital Colorado Foundation February 2009 - Present
Johns Hopkins University June 2004 - July 2008
UBS September 1999 - December 2003
Christie's August 1995 - October 1997
Skills
Fundraising, Philanthropy, Stewardship, Annual Giving, Portfolio Management, Volunteer Management, Strategic Planning, Healthcare, Budgeting, Budgets, Nonprofits, Event Planning, Grant Writing, Public Speaking, Community Outreach, Program Development, Strategic Communications, Board Development, Public Relations, Social Media, Editing, Alumni Relations, Media Relations, Newsletters, Grants, Prospect Research, Community Development
Education
The Johns Hopkins University
BA, History of Art
Doug Morris Doug Morris's UBS Experience January 2006 - January 2011
Job Managing Director, Chief Marketing Officer and Head of Corporate Communications at TCW
Industry Financial Services
Experience
TCW December 2013 - Present
JPMorgan Chase January 2011 - November 2013
UBS January 2006 - January 2011
UBS Investment Bank 2006 - February 2008
Gavin Anderson 1999 - 2005
Hill & Knowlton 1999 - 1999
Casals & Associates, Inc. 1998 - 1999
Skills
Investor Relations, Crisis Communications, Crisis Management, Strategic Communications, Communications Strategy
Education
London School of Economics and Political Science, U. of London 1997 — 1998
MSc, International Political Economy
The London School of Economics and Political Science (LSE) 1997 — 1998
MSc, International Political Economy
The George Washington University 1991 — 1995
BA, International Relations
TCW December 2013 - Present
JPMorgan Chase January 2011 - November 2013
UBS January 2006 - January 2011
UBS Investment Bank 2006 - February 2008
Gavin Anderson 1999 - 2005
Hill & Knowlton 1999 - 1999
Casals & Associates, Inc. 1998 - 1999
Skills
Investor Relations, Crisis Communications, Crisis Management, Strategic Communications, Communications Strategy
Education
London School of Economics and Political Science, U. of London 1997 — 1998
MSc, International Political Economy
The London School of Economics and Political Science (LSE) 1997 — 1998
MSc, International Political Economy
The George Washington University 1991 — 1995
BA, International Relations
Richard Weisberg, CRPS's UBS Experience March 2008 - Present
Job Retirement Plan Consultant & Financial Advisor at UBS
Industry Financial Services
Experience
UBS March 2008 - Present
Merrill Lynch 1995 - March 2008
Education
The Ohio State University 1992 — 1997
B.S., Agricultural Economics
UBS March 2008 - Present
Merrill Lynch 1995 - March 2008
Education
The Ohio State University 1992 — 1997
B.S., Agricultural Economics
Katherine Stark Katherine Stark's UBS Experience May 1998 - December 2000
Job Real Estate Broker at #1 Real Estate Services
Industry Real Estate
Experience
Tailored Real Estate Services March 2015 - Present
#1 Real Estate Services March 2009 - Present
Real Advantage Realty March 2009 - March 2015
Heart & Soul May 2008 - December 2009
Re-Decor December 1994 - November 2007
UBS May 1998 - December 2000
Skills
Real Estate, Negotiation, Sellers, Investors, Investment Properties, Rentals, Investments, Sales, Real Estate Transactions, Vacation Homes, Entrepreneurship, Buyer Representation, Commercial Real Estate, Rental Properties, Sellers Agent, Second Homes, Condos, Home Staging, Liquidation, Rental Management, Strategic Planning, Residential Homes
Education
University of Toledo 1992 — 1994
MPA, Master of Public Administration
The Ohio State University 1988 — 1992
BA, Business Finance
Maumee
Tailored Real Estate Services March 2015 - Present
#1 Real Estate Services March 2009 - Present
Real Advantage Realty March 2009 - March 2015
Heart & Soul May 2008 - December 2009
Re-Decor December 1994 - November 2007
UBS May 1998 - December 2000
Skills
Real Estate, Negotiation, Sellers, Investors, Investment Properties, Rentals, Investments, Sales, Real Estate Transactions, Vacation Homes, Entrepreneurship, Buyer Representation, Commercial Real Estate, Rental Properties, Sellers Agent, Second Homes, Condos, Home Staging, Liquidation, Rental Management, Strategic Planning, Residential Homes
Education
University of Toledo 1992 — 1994
MPA, Master of Public Administration
The Ohio State University 1988 — 1992
BA, Business Finance
Maumee
Doug Isabell Doug Isabell's UBS Experience April 2002 - March 2003
Job Director of Marketing at COACT
Industry Marketing and Advertising
Experience
COACT Associates January 2012 - Present
COACT Associates August 2010 - Present
Leapfrog Online August 2007 - March 2010
Leapfrog Online July 2006 - July 2007
Carat Fusion/Aegis Communications October 2003 - July 2006
Marsh March 2003 - October 2003
UBS April 2002 - March 2003
Mitchell-Rorick Enterprises 1999 - 2000
Skills
Media Planning, Customer Service, Networking, Television, Social Media, Digital Marketing, Online Advertising, SEM, Media Buying, Direct Marketing, Marketing Communications, Lead Generation, Email Marketing, Marketing, Customer Acquisition, Advertising, PPC, Business Development, New Business Development
Education
Northwestern University 2003 — 2003
The Ohio State University 1997 — 2001
BA, Sociology
COACT Associates January 2012 - Present
COACT Associates August 2010 - Present
Leapfrog Online August 2007 - March 2010
Leapfrog Online July 2006 - July 2007
Carat Fusion/Aegis Communications October 2003 - July 2006
Marsh March 2003 - October 2003
UBS April 2002 - March 2003
Mitchell-Rorick Enterprises 1999 - 2000
Skills
Media Planning, Customer Service, Networking, Television, Social Media, Digital Marketing, Online Advertising, SEM, Media Buying, Direct Marketing, Marketing Communications, Lead Generation, Email Marketing, Marketing, Customer Acquisition, Advertising, PPC, Business Development, New Business Development
Education
Northwestern University 2003 — 2003
The Ohio State University 1997 — 2001
BA, Sociology
Casey Cadden Casey Cadden's UBS Experience September 2007 - December 2007
Job Operations Specialist
Industry Insurance
Experience
Marsh September 2011 - Present
St. John's Jesuit HS August 2008 - January 2010
UBS September 2007 - December 2007
Columbus Department of Development March 2007 - June 2007
Skills
Analysis, Program Management, Financial Analysis, Finance, Portfolio Management, Economics, International..., Leadership, Process Improvement, Teaching, Data Analysis, Customer Service, Development Economics, Team Leadership
Education
The Ohio State University 2004 — 2008
B.S., Economics
St. John's Jesuit High School 2004 — 2008
Marsh September 2011 - Present
St. John's Jesuit HS August 2008 - January 2010
UBS September 2007 - December 2007
Columbus Department of Development March 2007 - June 2007
Skills
Analysis, Program Management, Financial Analysis, Finance, Portfolio Management, Economics, International..., Leadership, Process Improvement, Teaching, Data Analysis, Customer Service, Development Economics, Team Leadership
Education
The Ohio State University 2004 — 2008
B.S., Economics
St. John's Jesuit High School 2004 — 2008
Monique Castillo Monique Castillo's UBS Experience February 2008 - October 2009
Job Financial Advisor at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2012 - Present
Vantage Point Bank and Financial Services November 2009 - January 2012
UBS February 2008 - October 2009
Wow Floors Inc. & Tati's Remodeling February 2001 - March 2008
Chindex February 1995 - April 2001
Wuhan Foreign Language School September 1990 - June 1991
Skills
Investments, Securities, Financial Advisory, Insurance, Retirement-Plan..., Asset Allocation, Multigenerational..., Wealth Management..., Wealth-Preservation...
Education
The Johns Hopkins University 1986 — 1990
BA, International Relations: China & Latin America
Oppenheimer & Co. Inc. January 2012 - Present
Vantage Point Bank and Financial Services November 2009 - January 2012
UBS February 2008 - October 2009
Wow Floors Inc. & Tati's Remodeling February 2001 - March 2008
Chindex February 1995 - April 2001
Wuhan Foreign Language School September 1990 - June 1991
Skills
Investments, Securities, Financial Advisory, Insurance, Retirement-Plan..., Asset Allocation, Multigenerational..., Wealth Management..., Wealth-Preservation...
Education
The Johns Hopkins University 1986 — 1990
BA, International Relations: China & Latin America
Eric Pollish Eric Pollish's UBS Experience 1985 - 1999
Job Real Estate Finance and Investment
Industry Financial Services
Experience
Esmeralda LLC 1996 - Present
Bank of Tokyo-Mitsubishi UFJ Trust Company October 2004 - December 2008
Standard Chartered Bank 1999 - 2003
UBS 1985 - 1999
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1983 — 1985
MA, International Economics & Latin American Studies
University of North Carolina at Chapel Hill 1976 — 1979
MA, English
University of Utah
BA (Honors), English, Economics, Languages
Esmeralda LLC 1996 - Present
Bank of Tokyo-Mitsubishi UFJ Trust Company October 2004 - December 2008
Standard Chartered Bank 1999 - 2003
UBS 1985 - 1999
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1983 — 1985
MA, International Economics & Latin American Studies
University of North Carolina at Chapel Hill 1976 — 1979
MA, English
University of Utah
BA (Honors), English, Economics, Languages
David Madison David Madison's UBS Experience October 2006 - October 2009
Job Independent Software Consultant
Industry Information Technology and Services
Experience
Madison Technologies, Inc. March 1997 - Present
UBS October 2006 - October 2009
City of Chicago April 2006 - November 2006
ABN AMRO July 2003 - October 2006
The Northern Trust October 2002 - April 2005
WTD April 2003 - July 2003
Xqsite March 2000 - October 2002
The Chicago Board of Trade July 1996 - March 2000
CCC Information Services October 1993 - March 1995
Skills
Product Development, Customer Relations, Electronic Trading, Derivatives, Portfolio Management
Education
The Ohio State University 1986 — 1991
BSCIS, College of Engineering, Computer Science
Madison Technologies, Inc. March 1997 - Present
UBS October 2006 - October 2009
City of Chicago April 2006 - November 2006
ABN AMRO July 2003 - October 2006
The Northern Trust October 2002 - April 2005
WTD April 2003 - July 2003
Xqsite March 2000 - October 2002
The Chicago Board of Trade July 1996 - March 2000
CCC Information Services October 1993 - March 1995
Skills
Product Development, Customer Relations, Electronic Trading, Derivatives, Portfolio Management
Education
The Ohio State University 1986 — 1991
BSCIS, College of Engineering, Computer Science
Zachary Eisenberg Zachary Eisenberg's UBS Experience February 2010 - November 2011
Job Investment Banking Analyst at Greenberg Advisors, LLC
Industry Financial Services
Experience
Greenberg Advisors, LLC May 2015 - Present
Accenture November 2011 - May 2015
UBS February 2010 - November 2011
Royal Bank of Canada June 2009 - August 2009
Merrill Lynch June 2009 - August 2009
Bank of New York Mellon June 2008 - August 2008
Skills
Valuation, Financial Modeling, Wealth Management..., Bloomberg, Forecasting, Analysis, Leadership, Microsoft Excel
Education
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration, Finance
The American University of Rome 2009 — 2009
Greenberg Advisors, LLC May 2015 - Present
Accenture November 2011 - May 2015
UBS February 2010 - November 2011
Royal Bank of Canada June 2009 - August 2009
Merrill Lynch June 2009 - August 2009
Bank of New York Mellon June 2008 - August 2008
Skills
Valuation, Financial Modeling, Wealth Management..., Bloomberg, Forecasting, Analysis, Leadership, Microsoft Excel
Education
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration, Finance
The American University of Rome 2009 — 2009
Katherine (Rossi) Dellolio Katherine (Rossi) Dellolio's UBS Experience June 2012 - March 2013
Job Senior Associate, Regulatory Risk Advisory at KPMG
Industry Financial Services
Experience
KPMG June 2014 - Present
Merrill Lynch March 2013 - May 2014
UBS June 2012 - March 2013
UBS November 2011 - June 2012
UBS Investment Bank June 2011 - August 2011
Reznick Group January 2011 - April 2011
National Guard Bureau June 2010 - September 2010
UBS Wealth Management September 2008 - May 2009
UBS Wealth Management June 2008 - August 2008
Skills
Auditing, Securities, Financial Analysis, Financial Reporting, Accounting, Access, Financial Accounting, Bloomberg, Wealth Management, Finance, Regulatory Capital, Regulatory Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master's Degree, Accounting
The George Washington University - School of Business 2007 — 2011
Bachelors, Accountancy
KPMG June 2014 - Present
Merrill Lynch March 2013 - May 2014
UBS June 2012 - March 2013
UBS November 2011 - June 2012
UBS Investment Bank June 2011 - August 2011
Reznick Group January 2011 - April 2011
National Guard Bureau June 2010 - September 2010
UBS Wealth Management September 2008 - May 2009
UBS Wealth Management June 2008 - August 2008
Skills
Auditing, Securities, Financial Analysis, Financial Reporting, Accounting, Access, Financial Accounting, Bloomberg, Wealth Management, Finance, Regulatory Capital, Regulatory Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master's Degree, Accounting
The George Washington University - School of Business 2007 — 2011
Bachelors, Accountancy
Colin Flaherty Colin Flaherty's UBS Experience July 2014 - August 2014
Job Associate at Colliers International
Industry Commercial Real Estate
Experience
Colliers International August 2015 - Present
UBS July 2014 - August 2014
Capitol Peak Asset Management June 2014 - July 2014
Skills
Microsoft Word, Microsoft Excel, American History, Social Media, Social Skills, Facebook, Bloomberg Terminal
Education
Yale University 2011 — 2015
Bachelor of Arts (B.A.), History
The London School of Economics and Political Science (LSE) 2012 — 2012
Studied abroad at LSE during the summer of 2012. Took a course on Public Economics.
Eastport/South Manor High School 2007 — 2011
Colliers International August 2015 - Present
UBS July 2014 - August 2014
Capitol Peak Asset Management June 2014 - July 2014
Skills
Microsoft Word, Microsoft Excel, American History, Social Media, Social Skills, Facebook, Bloomberg Terminal
Education
Yale University 2011 — 2015
Bachelor of Arts (B.A.), History
The London School of Economics and Political Science (LSE) 2012 — 2012
Studied abroad at LSE during the summer of 2012. Took a course on Public Economics.
Eastport/South Manor High School 2007 — 2011
Doug Jenkins Doug Jenkins's UBS Experience April 2010 - September 2010
Job Finance Scholar at The University of Kansas
Industry Financial Services
Experience
Virtus, LLC May 2014 - June 2015
Gehrer's Performance Center January 2011 - December 2013
UBS April 2010 - September 2010
Skills
Baseball, Coaching, Leadership, Microsoft Office, Research, Youth Mentoring, Public Speaking, Athletics, Social Media, Accounting, Finance, Business, Community Service, Fundraising, Time Management, Sports Coaching, English, Data Analysis, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint
Education
The University of Kansas 2014 — 2016
Bachelor's Degree, Finance and Accounting Double Major, 3.79
The London School of Economics and Political Science (LSE) 2015 — 2015
Study Abroad - Summer, FM230: Alternative Investments
Wichita State University 2014 — 2014
Summer Classes, Accounting and Business Calculus, 3.82
Fort Scott Community College 2012 — 2014
Associate of General Studies (AGS), Emphasis in Business, 3.93
Wichita High School East 2008 — 2012
High School Diploma, 3.79
Virtus, LLC May 2014 - June 2015
Gehrer's Performance Center January 2011 - December 2013
UBS April 2010 - September 2010
Skills
Baseball, Coaching, Leadership, Microsoft Office, Research, Youth Mentoring, Public Speaking, Athletics, Social Media, Accounting, Finance, Business, Community Service, Fundraising, Time Management, Sports Coaching, English, Data Analysis, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint
Education
The University of Kansas 2014 — 2016
Bachelor's Degree, Finance and Accounting Double Major, 3.79
The London School of Economics and Political Science (LSE) 2015 — 2015
Study Abroad - Summer, FM230: Alternative Investments
Wichita State University 2014 — 2014
Summer Classes, Accounting and Business Calculus, 3.82
Fort Scott Community College 2012 — 2014
Associate of General Studies (AGS), Emphasis in Business, 3.93
Wichita High School East 2008 — 2012
High School Diploma, 3.79
Carrie Nye's UBS Experience May 2015 - July 2015
Job Finance and Accountancy Student at Wake Forest University
Industry Financial Services
Experience
UBS May 2015 - July 2015
Wake Forest University August 2014 - May 2015
Atrendy Wedding May 2014 - August 2014
NV Pools May 2012 - August 2012
Education
Wake Forest University 2013 — 2017
Finance and Accountancy
The London School of Economics and Political Science (LSE) 2015 — 2015
International Economics
Westfield High School 2009 — 2013
High School, 4.08 GPA
UBS May 2015 - July 2015
Wake Forest University August 2014 - May 2015
Atrendy Wedding May 2014 - August 2014
NV Pools May 2012 - August 2012
Education
Wake Forest University 2013 — 2017
Finance and Accountancy
The London School of Economics and Political Science (LSE) 2015 — 2015
International Economics
Westfield High School 2009 — 2013
High School, 4.08 GPA
Charles Schwartz Charles Schwartz's UBS Experience 1995 - 1998
Job Managing Partner, Titanium Capital Group
Industry Financial Services
Experience
Titanium Capital Group January 2003 - Present
AIG Trading Group 1999 - 2002
UBS 1995 - 1998
Goldman Sachs 1993 - 1995
AIG Financial Products 1987 - 1993
Bankers Trust 1985 - 1987
Skills
Derivatives, Structured Products, Strategy, Equities, Alternative Investments, Securities, Financial Modeling, Capital Markets, Private Equity, Wealth Management, Strategic Financial..., Financial Services, Asset Management, Fixed Income, Hedge Funds, Financial Planning
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (MBA)
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1982 — 1984
MA, International Affairs
Tufts University 1978 — 1981
BA, International Affairs and French
St Albans School 1974 — 1978
Titanium Capital Group January 2003 - Present
AIG Trading Group 1999 - 2002
UBS 1995 - 1998
Goldman Sachs 1993 - 1995
AIG Financial Products 1987 - 1993
Bankers Trust 1985 - 1987
Skills
Derivatives, Structured Products, Strategy, Equities, Alternative Investments, Securities, Financial Modeling, Capital Markets, Private Equity, Wealth Management, Strategic Financial..., Financial Services, Asset Management, Fixed Income, Hedge Funds, Financial Planning
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (MBA)
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1982 — 1984
MA, International Affairs
Tufts University 1978 — 1981
BA, International Affairs and French
St Albans School 1974 — 1978
Christine Corrigan's UBS Experience September 2012 - April 2013
Job Mortgage Banker at Quicken Loans
Industry Financial Services
Experience
Quicken Loans October 2013 - Present
UBS September 2012 - April 2013
Fifth Third Bank August 2012 - November 2012
DSW June 2011 - August 2011
U.S. Congressional Campaign- 10th District Ohio January 2010 - November 2010
Skills
Marketing, PowerPoint, Sales
Education
The Ohio State University 2009 — 2013
Economics, Economics
Quicken Loans October 2013 - Present
UBS September 2012 - April 2013
Fifth Third Bank August 2012 - November 2012
DSW June 2011 - August 2011
U.S. Congressional Campaign- 10th District Ohio January 2010 - November 2010
Skills
Marketing, PowerPoint, Sales
Education
The Ohio State University 2009 — 2013
Economics, Economics
Raj V. Shah's UBS Experience October 2013 - April 2014
Job Technology Investment Banking at Jefferies
Industry Investment Banking
Experience
Jefferies September 2015 - Present
Jefferies June 2015 - September 2015
Shenkman Capital Management May 2014 - July 2014
UBS October 2013 - April 2014
Exhilarator (angel-fund) May 2012 - August 2012
Compass Partners May 2012 - August 2012
Skills
Entrepreneurship, Market Research, Wealth Management, Portfolio Management, Due Diligence, Competitive Analysis, Financial Modeling, High Yield, Debt & Equity Financing, Angel Investing, Strategic Partnerships, Valuation, Credit Risk, Investment Banking, Mergers & Acquisitions, Capital Markets, Management, Financial Analysis
Education
The George Washington University - School of Business 2011 — 2015
Bachelor's Degree
London School of Economics and Political Science 2013 — 2013
Jefferies September 2015 - Present
Jefferies June 2015 - September 2015
Shenkman Capital Management May 2014 - July 2014
UBS October 2013 - April 2014
Exhilarator (angel-fund) May 2012 - August 2012
Compass Partners May 2012 - August 2012
Skills
Entrepreneurship, Market Research, Wealth Management, Portfolio Management, Due Diligence, Competitive Analysis, Financial Modeling, High Yield, Debt & Equity Financing, Angel Investing, Strategic Partnerships, Valuation, Credit Risk, Investment Banking, Mergers & Acquisitions, Capital Markets, Management, Financial Analysis
Education
The George Washington University - School of Business 2011 — 2015
Bachelor's Degree
London School of Economics and Political Science 2013 — 2013
Laura Schaefer Laura Schaefer's UBS Experience February 2015 - Present
Job Business Acquisition & Integration Analyst at UBS
Industry Financial Services
Experience
UBS February 2015 - Present
UBS November 2012 - February 2015
UBS Financial Services June 2010 - November 2012
EXPRESS September 2008 - May 2011
Skills
Series 7, Series 66, Series 9/10, Finance, Financial Services, Uniform Combined State..., Leadership
Education
The Ohio State University 2006 — 2010
B.A., International Studies, Western Europe
Youngstown State University 2006 — 2006
Study Abroad Program: Sorrento, Italy
New York University - Leonard N. Stern School of Business
MBA Candidate
UBS February 2015 - Present
UBS November 2012 - February 2015
UBS Financial Services June 2010 - November 2012
EXPRESS September 2008 - May 2011
Skills
Series 7, Series 66, Series 9/10, Finance, Financial Services, Uniform Combined State..., Leadership
Education
The Ohio State University 2006 — 2010
B.A., International Studies, Western Europe
Youngstown State University 2006 — 2006
Study Abroad Program: Sorrento, Italy
New York University - Leonard N. Stern School of Business
MBA Candidate
Amar Nayak Amar Nayak's UBS Experience August 2006 - March 2008
Job Data Engineer
Industry Computer Software
Experience
Provide Commerce October 2013 - Present
Sony May 2009 - September 2013
Sony Media Software & Services May 2009 - April 2010
Louis Dreyfus March 2008 - April 2009
Louis Dreyfus Highbridge Energy March 2008 - April 2009
UBS August 2006 - March 2008
Metlife March 2006 - July 2006
HCL Infosystems Ltd June 2001 - August 2002
Skills
Data Warehousing, Business Intelligence, ETL, Data Integration, Data Modeling, Big Data, Oracle, Informatica, Java, Database Design, SQL, Enterprise Architecture, Performance Tuning, Databases, SDLC, Shell Scripting, Unix Shell Scripting, Agile Methodologies, Hadoop, MySQL, JMS, Software Project..., Data Warehouse..., Business Objects, Data Analysis, Talend, Tidal, Oracle SQL, MLOAD, FastLoad, BTEQ, FastExport, TPUMP, Teradata, Protocol Buffers
Education
GH high School
Maharaja Sayajirao University Baroda
B.E, Computer Science
The Maharaja Sayajirao University of Baroda
Bachelor of Engineering (B.E.), Computer Science
University of Hertfordshire
M S, Software Engg
Provide Commerce October 2013 - Present
Sony May 2009 - September 2013
Sony Media Software & Services May 2009 - April 2010
Louis Dreyfus March 2008 - April 2009
Louis Dreyfus Highbridge Energy March 2008 - April 2009
UBS August 2006 - March 2008
Metlife March 2006 - July 2006
HCL Infosystems Ltd June 2001 - August 2002
Skills
Data Warehousing, Business Intelligence, ETL, Data Integration, Data Modeling, Big Data, Oracle, Informatica, Java, Database Design, SQL, Enterprise Architecture, Performance Tuning, Databases, SDLC, Shell Scripting, Unix Shell Scripting, Agile Methodologies, Hadoop, MySQL, JMS, Software Project..., Data Warehouse..., Business Objects, Data Analysis, Talend, Tidal, Oracle SQL, MLOAD, FastLoad, BTEQ, FastExport, TPUMP, Teradata, Protocol Buffers
Education
GH high School
Maharaja Sayajirao University Baroda
B.E, Computer Science
The Maharaja Sayajirao University of Baroda
Bachelor of Engineering (B.E.), Computer Science
University of Hertfordshire
M S, Software Engg
Dominic Palmisano, Jr.'s UBS Experience June 2013 - Present
Job Wealth Planning Analyst at UBS Financial Services
Industry Financial Services
Experience
UBS June 2013 - Present
Huntington National Bank June 2012 - September 2012
Morgan Stanley June 2011 - September 2011
Education
The Ohio State University 2009 — 2013
Bachelor of Science (B.S.), Economics, 3.0
Elder High School 2005 — 2009
Diploma
UBS June 2013 - Present
Huntington National Bank June 2012 - September 2012
Morgan Stanley June 2011 - September 2011
Education
The Ohio State University 2009 — 2013
Bachelor of Science (B.S.), Economics, 3.0
Elder High School 2005 — 2009
Diploma
Henri Blech Henri Blech's UBS Experience April 2007 - May 2015
Job Global Enterprise Mobility Solutions Product Manager at American Express
Industry Financial Services
Experience
American Express May 2015 - Present
UBS April 2007 - May 2015
B&H Photo Video April 2006 - April 2007
Skills
Financial Services, Investment Banking, Risk Management, Business Analysis, Equities, Capital Markets, Fixed Income, Due Diligence, Trading Systems, Financial Modeling, Valuation, Hedge Funds, Vendor Management, Bloomberg, Portfolio Management, Finance, Alternative Investments, Derivatives, Management, IT Strategy, IT Service Management, Product Management, IT Management, Mobile Devices, Strategy, ITIL, Security, Program Management, SDLC, Project Management, Team Leadership, Leadership, Strategic Partnerships, Start-ups, Strategic Planning
Education
The Johns Hopkins University - Carey Business School 2000 — 2004
Master of Business Administration (MBA), Finance, General
American Express May 2015 - Present
UBS April 2007 - May 2015
B&H Photo Video April 2006 - April 2007
Skills
Financial Services, Investment Banking, Risk Management, Business Analysis, Equities, Capital Markets, Fixed Income, Due Diligence, Trading Systems, Financial Modeling, Valuation, Hedge Funds, Vendor Management, Bloomberg, Portfolio Management, Finance, Alternative Investments, Derivatives, Management, IT Strategy, IT Service Management, Product Management, IT Management, Mobile Devices, Strategy, ITIL, Security, Program Management, SDLC, Project Management, Team Leadership, Leadership, Strategic Partnerships, Start-ups, Strategic Planning
Education
The Johns Hopkins University - Carey Business School 2000 — 2004
Master of Business Administration (MBA), Finance, General
Mindy Sommer Mindy Sommer's UBS Experience March 2011 - November 2011
Job Merchandise Allocator II at Chico's FAS Inc.
Industry Retail
Experience
Chico's FAS Inc. April 2014 - Present
Chico's FAS Inc. April 2012 - April 2014
Chico's FAS Inc. February 2012 - April 2012
UBS March 2011 - November 2011
Skills
Cross-functional Team..., Retail, E-commerce, Sales, Inventory Management, Asset Allocation, Time Management, Inventory Control, Microsoft Excel, Microsoft Office, Microsoft Word, JDA, Trend Analysis, Analysis, Profit, Apparel, Retail Sales, Driving Results, Outlook, Demand Planning, Allocations, Assortment, Leadership, Management
Education
The Ohio State University 2009 — 2011
Personal Finance, Consumer Sciences and Family Financial Services
Culver Academy 2002 — 2005
High School
SAS
Chico's FAS Inc. April 2014 - Present
Chico's FAS Inc. April 2012 - April 2014
Chico's FAS Inc. February 2012 - April 2012
UBS March 2011 - November 2011
Skills
Cross-functional Team..., Retail, E-commerce, Sales, Inventory Management, Asset Allocation, Time Management, Inventory Control, Microsoft Excel, Microsoft Office, Microsoft Word, JDA, Trend Analysis, Analysis, Profit, Apparel, Retail Sales, Driving Results, Outlook, Demand Planning, Allocations, Assortment, Leadership, Management
Education
The Ohio State University 2009 — 2011
Personal Finance, Consumer Sciences and Family Financial Services
Culver Academy 2002 — 2005
High School
SAS
J. Joshua Scribner, Jr. J. Joshua Scribner, Jr.'s UBS Experience December 1999 - December 2001
Job Corporate Counsel, Labor & Employment Law at Northrop Grumman Corporation
Industry Defense & Space
Experience
Northrop Grumman Corporation July 2015 - Present
MetLife Inc December 2001 - June 2015
UBS December 1999 - December 2001
Weil Gotshal and Manges January 1998 - December 1999
Jackson Lewis LLP September 1995 - January 1998
New York City Law Department September 1992 - September 1995
Skills
Employment Law, Litigation, Employee Relations, Employee Benefits, International Law, Compliance, ERISA, Executive Compensation..., Global Mobility, Employment Law..., Global Immigration, Immigration Law, Corporate Law
Education
Washington and Lee University 1989 — 1992
Juris Doctor (J.D.), Law
The George Washington University 1985 — 1989
BA, Political Science
Northrop Grumman Corporation July 2015 - Present
MetLife Inc December 2001 - June 2015
UBS December 1999 - December 2001
Weil Gotshal and Manges January 1998 - December 1999
Jackson Lewis LLP September 1995 - January 1998
New York City Law Department September 1992 - September 1995
Skills
Employment Law, Litigation, Employee Relations, Employee Benefits, International Law, Compliance, ERISA, Executive Compensation..., Global Mobility, Employment Law..., Global Immigration, Immigration Law, Corporate Law
Education
Washington and Lee University 1989 — 1992
Juris Doctor (J.D.), Law
The George Washington University 1985 — 1989
BA, Political Science
Jonathan Lile's UBS Experience June 2015 - Present
Job Associate, Institutional Consulting Group at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
Cathedral Consulting Group, LLC January 2015 - May 2015
UBS Financial Services Inc. September 2012 - May 2015
Alternatives and Quantitative Hedge Fund Solutions (A&Q) May 2014 - August 2014
MacDonald Media September 2011 - December 2011
Education
The King's College 2011 — 2015
Bachelor of Arts (B.A.), Politics, Philosophy and Economics, Magna Cum Laude
Cuyahoga Valley Christian Academy 2007 — 2011
High School, Business and Entrepreneurship
UBS June 2015 - Present
Cathedral Consulting Group, LLC January 2015 - May 2015
UBS Financial Services Inc. September 2012 - May 2015
Alternatives and Quantitative Hedge Fund Solutions (A&Q) May 2014 - August 2014
MacDonald Media September 2011 - December 2011
Education
The King's College 2011 — 2015
Bachelor of Arts (B.A.), Politics, Philosophy and Economics, Magna Cum Laude
Cuyahoga Valley Christian Academy 2007 — 2011
High School, Business and Entrepreneurship
Pelayo Méndez's UBS Experience April 2011 - April 2011
Job Masters in Finance, USC Marshall School of Business
Industry Financial Services
Experience
Nomura July 2013 - June 2015
Credit Suisse June 2012 - August 2012
UBS April 2011 - April 2011
Skills
Economics, Microsoft Office, Investment Banking, Fixed Income, Derivatives, Research, Teamwork, FX Options, Financial Analysis, Quantitative Finance, Trading, Rates, PowerPoint, Sales, Microsoft Excel, Valuation, Financial Modeling, Public Speaking, Swaps, Interest Rates, Corporate Finance, Portfolio Management, Financial Risk, Investments, Management
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master of Science in Finance
London School of Economics and Political Science 2010 — 2013
BSc Economics, First Class Honours
British School of Barcelona 2006 — 2010
Nomura July 2013 - June 2015
Credit Suisse June 2012 - August 2012
UBS April 2011 - April 2011
Skills
Economics, Microsoft Office, Investment Banking, Fixed Income, Derivatives, Research, Teamwork, FX Options, Financial Analysis, Quantitative Finance, Trading, Rates, PowerPoint, Sales, Microsoft Excel, Valuation, Financial Modeling, Public Speaking, Swaps, Interest Rates, Corporate Finance, Portfolio Management, Financial Risk, Investments, Management
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master of Science in Finance
London School of Economics and Political Science 2010 — 2013
BSc Economics, First Class Honours
British School of Barcelona 2006 — 2010
Emilee Deutchman Emilee Deutchman's UBS Experience July 2011 - February 2012
Job Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank October 2014 - Present
Offit Capital Advisors November 2012 - October 2014
Gallup April 2012 - October 2012
UBS July 2011 - February 2012
UBS June 2010 - August 2010
Barclays Capital June 2009 - August 2009
Merrill Lynch & Co, Inc June 2008 - August 2008
Skills
Emerging Markets, Equities, Economics, Trading, Strategy, Financial Modeling, Management Consulting
Education
Johns Hopkins University Nitze School of Advanced International Studies (SAIS) 2009 — 2011
MA, International Relations and International Economics; Strategic Studies; International Finance
The Johns Hopkins University 2006 — 2010
BA, International Studies
Columbus School for Girls 1998 — 2006
Deutsche Bank October 2014 - Present
Offit Capital Advisors November 2012 - October 2014
Gallup April 2012 - October 2012
UBS July 2011 - February 2012
UBS June 2010 - August 2010
Barclays Capital June 2009 - August 2009
Merrill Lynch & Co, Inc June 2008 - August 2008
Skills
Emerging Markets, Equities, Economics, Trading, Strategy, Financial Modeling, Management Consulting
Education
Johns Hopkins University Nitze School of Advanced International Studies (SAIS) 2009 — 2011
MA, International Relations and International Economics; Strategic Studies; International Finance
The Johns Hopkins University 2006 — 2010
BA, International Studies
Columbus School for Girls 1998 — 2006
Jacqueline Slatky's UBS Experience June 2007 - August 2008
Job HR Regulatory Reform Programmmes at Barclays
Industry Human Resources
Experience
Barclays November 2014 - Present
United States Postal Service January 2014 - October 2014
United States Postal Service July 2012 - January 2014
Raymond James Financial Inc. June 2011 - August 2011
Nassau University Medical Center June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
UBS June 2007 - August 2008
Skills
Databases, Visio, Microsoft Office, MS Project, Process Improvement, Requirements Analysis, SQL, Analytic Thinking, IT Strategy, Financial Analysis, Access, Communication Skills, Determined to Succeed, HCI, Process Flow Charts, UML Tools, Cost Model Development, LSS, Management, SharePoint, Project Management, Finance, Workforce Management, Minitab, Budgets, Requirements Gathering, Business Process..., SOP development, Project Planning, Strategy, Statistics, Microsoft Project, Microsoft Excel, PowerPoint, Leadership, Analysis, Microsoft Word, Data Analysis
Education
The George Washington University - School of Business 2012 — 2013
Master of Science (M.S.) in Information Technology, Information Technology
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Information Systems
Roslyn High School 2004 — 2008
Barclays November 2014 - Present
United States Postal Service January 2014 - October 2014
United States Postal Service July 2012 - January 2014
Raymond James Financial Inc. June 2011 - August 2011
Nassau University Medical Center June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
UBS June 2007 - August 2008
Skills
Databases, Visio, Microsoft Office, MS Project, Process Improvement, Requirements Analysis, SQL, Analytic Thinking, IT Strategy, Financial Analysis, Access, Communication Skills, Determined to Succeed, HCI, Process Flow Charts, UML Tools, Cost Model Development, LSS, Management, SharePoint, Project Management, Finance, Workforce Management, Minitab, Budgets, Requirements Gathering, Business Process..., SOP development, Project Planning, Strategy, Statistics, Microsoft Project, Microsoft Excel, PowerPoint, Leadership, Analysis, Microsoft Word, Data Analysis
Education
The George Washington University - School of Business 2012 — 2013
Master of Science (M.S.) in Information Technology, Information Technology
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Information Systems
Roslyn High School 2004 — 2008
Heidi Capnerhurst Heidi Capnerhurst's UBS Experience August 2011 - January 2012
Job Investment Supervisor at Maxus
Industry Marketing and Advertising
Experience
Maxus May 2015 - Present
DigitasLBi_US December 2014 - May 2015
DigitasLBi_US March 2013 - May 2015
DigitasLBi_US March 2012 - December 2014
BCM Energy Partners December 2012 - March 2013
DigitasLBi_US March 2012 - February 2013
MasterMedia September 2011 - January 2012
UBS August 2011 - January 2012
Maspeth Community Center April 2011 - August 2011
Dormliberation October 2010 - March 2011
Skills
Excel, New Business Development, Problem Solving, Microsoft Excel, Retirement Planning, Social Media, Advertising, Public Relations, Financial Advisory, Sales, Marketing, PowerPoint, Microsoft Word, Microsoft Office, Analysis, Market Research, Online Advertising, Customer Service, Management, Trafficking, Digital Media, Social Media Marketing, Event Management, Google Analytics, Event Planning
Education
The King's College 2009 — 2011
Business Management, Politics, Economics, and Philosophy
Maxus May 2015 - Present
DigitasLBi_US December 2014 - May 2015
DigitasLBi_US March 2013 - May 2015
DigitasLBi_US March 2012 - December 2014
BCM Energy Partners December 2012 - March 2013
DigitasLBi_US March 2012 - February 2013
MasterMedia September 2011 - January 2012
UBS August 2011 - January 2012
Maspeth Community Center April 2011 - August 2011
Dormliberation October 2010 - March 2011
Skills
Excel, New Business Development, Problem Solving, Microsoft Excel, Retirement Planning, Social Media, Advertising, Public Relations, Financial Advisory, Sales, Marketing, PowerPoint, Microsoft Word, Microsoft Office, Analysis, Market Research, Online Advertising, Customer Service, Management, Trafficking, Digital Media, Social Media Marketing, Event Management, Google Analytics, Event Planning
Education
The King's College 2009 — 2011
Business Management, Politics, Economics, and Philosophy
Odelya Hayon's UBS Experience January 2013 - May 2013
Job Delta One Analyst at Citi
Industry Investment Management
Experience
Citi June 2014 - Present
Citi June 2013 - August 2013
UBS January 2013 - May 2013
University Directories May 2012 - August 2012
Brookhaven Locksmiths, Inc. May 2012 - June 2012
RJC, Political Campaigns August 2011 - December 2011
Eventi, A Kimpton Hotel May 2011 - August 2011
Teens for the Community September 2006 - June 2010
Savyon Grant & Associates, Esq. December 2008 - May 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Research, Social Media, Public Speaking, Business Strategy, Visio, Delphi, Access, Epitome, Competitive Analysis, Marketing, Marketing Strategy, Analysis, Business Development
Education
The George Washington University 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Business and Marketing
Citi June 2014 - Present
Citi June 2013 - August 2013
UBS January 2013 - May 2013
University Directories May 2012 - August 2012
Brookhaven Locksmiths, Inc. May 2012 - June 2012
RJC, Political Campaigns August 2011 - December 2011
Eventi, A Kimpton Hotel May 2011 - August 2011
Teens for the Community September 2006 - June 2010
Savyon Grant & Associates, Esq. December 2008 - May 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Research, Social Media, Public Speaking, Business Strategy, Visio, Delphi, Access, Epitome, Competitive Analysis, Marketing, Marketing Strategy, Analysis, Business Development
Education
The George Washington University 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Business and Marketing
Victoria Rivers Victoria Rivers's UBS Experience September 2011 - December 2011
Job Specialist, Law Enforcement Torch Run at Special Olympics
Industry Sports
Experience
Special Olympics September 2014 - Present
Special Olympics August 2013 - August 2014
Capital Concerts May 2013 - July 2013
NBC News September 2012 - May 2013
Sports Industry Networking & Career Conference (SINC) October 2012 - February 2013
NBCUniversal, Inc. June 2012 - August 2012
Southwest Healthcare System May 2012 - August 2012
UBS September 2011 - December 2011
At Your Service Staffing November 2010 - December 2011
NBCUniversal, Inc. June 2011 - August 2011
Skills
Social Media, Microsoft Office, Event Planning, Scarborough Research, iNews, Avid, Intranet Quorum, Cision, Morningstar, Timeslips, Hootsuite, Marketing, Fundraising, Social Media Marketing, PowerPoint, Event Management, Microsoft Excel
Education
The George Washington University 2009 — 2013
Bachelor of Business Administration (BBA), International Business and Sport, Event and Hospitality Management
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Event, Sport and Hospitality Management and International Business
Universitat Pompeu Fabra 2012 — 2012
Finance and International Business
Special Olympics September 2014 - Present
Special Olympics August 2013 - August 2014
Capital Concerts May 2013 - July 2013
NBC News September 2012 - May 2013
Sports Industry Networking & Career Conference (SINC) October 2012 - February 2013
NBCUniversal, Inc. June 2012 - August 2012
Southwest Healthcare System May 2012 - August 2012
UBS September 2011 - December 2011
At Your Service Staffing November 2010 - December 2011
NBCUniversal, Inc. June 2011 - August 2011
Skills
Social Media, Microsoft Office, Event Planning, Scarborough Research, iNews, Avid, Intranet Quorum, Cision, Morningstar, Timeslips, Hootsuite, Marketing, Fundraising, Social Media Marketing, PowerPoint, Event Management, Microsoft Excel
Education
The George Washington University 2009 — 2013
Bachelor of Business Administration (BBA), International Business and Sport, Event and Hospitality Management
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Event, Sport and Hospitality Management and International Business
Universitat Pompeu Fabra 2012 — 2012
Finance and International Business
Luke Morse's UBS Experience January 2010 - April 2010
Job FA Associate at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Chase July 2011 - Present
Wells Fargo Advisors June 2010 - November 2010
UBS January 2010 - April 2010
Washington Redskins September 2009 - December 2009
Philly.com June 2009 - August 2009
Salomon Smith Barney June 2009 - August 2009
Morgan Stanley October 2008 - April 2009
Trust Company of Vermont June 2006 - August 2008
Education
The George Washington University - School of Business 2007 — 2011
J.P. Morgan Chase July 2011 - Present
Wells Fargo Advisors June 2010 - November 2010
UBS January 2010 - April 2010
Washington Redskins September 2009 - December 2009
Philly.com June 2009 - August 2009
Salomon Smith Barney June 2009 - August 2009
Morgan Stanley October 2008 - April 2009
Trust Company of Vermont June 2006 - August 2008
Education
The George Washington University - School of Business 2007 — 2011
Pascal Besman's UBS Experience February 2001 - August 2005
Job Director Head of Healthcare Equity Sales, Maxim Group
Industry Financial Services
Experience
Maxim Group March 2014 - Present
jmp August 2009 - February 2014
ThinkEquity August 2005 - August 2008
UBS February 2001 - August 2005
Bear Stearns January 1997 - February 2001
Lehman Brothers November 1985 - January 1997
Merrill Lynch February 1982 - November 1985
Education
The London School of Economics and Political Science (LSE) 1978 — 1981
B Sc. (Ecom), International trade & Psychology
Maxim Group March 2014 - Present
jmp August 2009 - February 2014
ThinkEquity August 2005 - August 2008
UBS February 2001 - August 2005
Bear Stearns January 1997 - February 2001
Lehman Brothers November 1985 - January 1997
Merrill Lynch February 1982 - November 1985
Education
The London School of Economics and Political Science (LSE) 1978 — 1981
B Sc. (Ecom), International trade & Psychology
Anthony Carbone Anthony Carbone's UBS Experience July 2014 - Present
Job UBS
Industry Financial Services
Experience
UBS July 2014 - Present
Callaway Capital Management January 2014 - May 2014
American Enterprise Institute September 2013 - December 2013
Banco Itaú Chile June 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
Master of Arts (M.A.), International Economics
The Johns Hopkins University 2009 — 2013
Bachelor of Arts (B.A.), Economics and International Studies
UBS July 2014 - Present
Callaway Capital Management January 2014 - May 2014
American Enterprise Institute September 2013 - December 2013
Banco Itaú Chile June 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
Master of Arts (M.A.), International Economics
The Johns Hopkins University 2009 — 2013
Bachelor of Arts (B.A.), Economics and International Studies
Kenneth A. Hecht, CFP®'s UBS Experience January 2013 - Present
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS January 2013 - Present
Morgan Stanley Smith Barney January 1996 - January 2013
Education
The George Washington University - School of Business 1981 — 1984
Master of Business Administration (M.B.A.), Finance
The University of Georgia 1976 — 1980
Bachelor of Arts, Journalism
UBS January 2013 - Present
Morgan Stanley Smith Barney January 1996 - January 2013
Education
The George Washington University - School of Business 1981 — 1984
Master of Business Administration (M.B.A.), Finance
The University of Georgia 1976 — 1980
Bachelor of Arts, Journalism
Erica Thorson's UBS Experience June 2013 - December 2013
Job Financial Analyst at Capital One
Industry Financial Services
Experience
Capital One June 2014 - Present
UBS June 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Teamwork, Customer Service, Leadership, Public Speaking, Event Planning, Social Media Marketing, Social Networking, Public Relations, Facebook, Access, Marketing, Marketing Strategy, Event Management, Logistics
Education
The Ohio State University 2010 — 2014
Bachelor of Science, Business Administration, Finance, 4th year
Upper Arlington High School 2006 — 2010
Capital One June 2014 - Present
UBS June 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Teamwork, Customer Service, Leadership, Public Speaking, Event Planning, Social Media Marketing, Social Networking, Public Relations, Facebook, Access, Marketing, Marketing Strategy, Event Management, Logistics
Education
The Ohio State University 2010 — 2014
Bachelor of Science, Business Administration, Finance, 4th year
Upper Arlington High School 2006 — 2010
Christopher Juan Costain's UBS Experience January 1995 - December 1995
Job Lead Finance Specialist
Industry Financial Services
Experience
Water and Sanitation Program, World Bank 2010 - Present
world bank 1996 - Present
UBS January 1995 - December 1995
Kidder, Peabody 1984 - 1994
Skills
Emerging Markets, Investment Banking, Financial Analysis, International..., Management, Hedge Funds, Capital Markets, International Relations, Economic Development, Equities, Commercial Banking, Private Equity, Economic Policy, Project Finance, Fixed Income, Asset Management, Econometrics, International Finance, Economics, Securitization, Policy Analysis, Development Economics, Investments, Macroeconomics, Africa, International Economics, Public/private..., Private Sector..., Financial Structuring, Finance, Corporate Finance, Financial Modeling
Education
The London School of Economics and Political Science (LSE) 1980 — 1984
St. Ninians
St. Ninians
Water and Sanitation Program, World Bank 2010 - Present
world bank 1996 - Present
UBS January 1995 - December 1995
Kidder, Peabody 1984 - 1994
Skills
Emerging Markets, Investment Banking, Financial Analysis, International..., Management, Hedge Funds, Capital Markets, International Relations, Economic Development, Equities, Commercial Banking, Private Equity, Economic Policy, Project Finance, Fixed Income, Asset Management, Econometrics, International Finance, Economics, Securitization, Policy Analysis, Development Economics, Investments, Macroeconomics, Africa, International Economics, Public/private..., Private Sector..., Financial Structuring, Finance, Corporate Finance, Financial Modeling
Education
The London School of Economics and Political Science (LSE) 1980 — 1984
St. Ninians
St. Ninians
Eric Braun's UBS Experience 1998 - 2000
Job Finance and Technology Leader
Industry Information Technology and Services
Christine McGrath Kamrass's UBS Experience 2003 - 2006
Job Sr. VP Prime Services at Jefferies LLC
Industry Capital Markets
Experience
Jefferies LLC October 2006 - Present
UBS 2003 - 2006
ING 1997 - 2000
Furman Selz 1992 - 1997
Skills
Hedge Funds, Equities, Alternative Investments, Capital Markets, Derivatives, Fixed Income, Private Equity, Securities, Options, Asset Management, Trading, Trading Systems, Portfolio Management, Investment Banking, Valuation, Financial Markets, Investments, Series 7, Series 63, Fund Of Funds, Bloomberg
Education
The Ohio State University 1987 — 1991
BS, Economics and International Studies
New York Institue of Finance
Finance, General
Jefferies LLC October 2006 - Present
UBS 2003 - 2006
ING 1997 - 2000
Furman Selz 1992 - 1997
Skills
Hedge Funds, Equities, Alternative Investments, Capital Markets, Derivatives, Fixed Income, Private Equity, Securities, Options, Asset Management, Trading, Trading Systems, Portfolio Management, Investment Banking, Valuation, Financial Markets, Investments, Series 7, Series 63, Fund Of Funds, Bloomberg
Education
The Ohio State University 1987 — 1991
BS, Economics and International Studies
New York Institue of Finance
Finance, General
Philip Reeves's UBS Experience 2007 - 2009
Job Senior Consultant at Cross Arc Incorporated
Industry Information Technology and Services
Experience
Cross Arc Incorporated May 2015 - Present
BNP Paribas July 2014 - May 2015
FITS INC. Financial Information Technology Services July 2013 - July 2014
Signature Consultants February 2012 - June 2013
Citadel August 2009 - December 2011
UBS 2007 - 2009
consulting 2005 - 2006
privately held brokerage firm 2002 - 2005
Deutsche Bank 1994 - 2002
Skills
Trading Systems, Electronic Trading, Equities, Middle Office, Trading System, Order Management, Fixed Income, Investment Banking, Low Latency, Credit Derivatives, Market Data, Equity Derivatives, Exchange Connectivity, Sybase, Derivatives, Prime Brokerage, Enterprise Architecture, Business Analysis, SDLC, Portfolio Management, IT Management, Vendor Management, Equity Trading, IT Strategy, Back Office, Integration, Capital Markets, Options, Project Management
Education
The George Washington University
BS, Statistics and Computer Science
The George Washington University
MBA, Finance
Cross Arc Incorporated May 2015 - Present
BNP Paribas July 2014 - May 2015
FITS INC. Financial Information Technology Services July 2013 - July 2014
Signature Consultants February 2012 - June 2013
Citadel August 2009 - December 2011
UBS 2007 - 2009
consulting 2005 - 2006
privately held brokerage firm 2002 - 2005
Deutsche Bank 1994 - 2002
Skills
Trading Systems, Electronic Trading, Equities, Middle Office, Trading System, Order Management, Fixed Income, Investment Banking, Low Latency, Credit Derivatives, Market Data, Equity Derivatives, Exchange Connectivity, Sybase, Derivatives, Prime Brokerage, Enterprise Architecture, Business Analysis, SDLC, Portfolio Management, IT Management, Vendor Management, Equity Trading, IT Strategy, Back Office, Integration, Capital Markets, Options, Project Management
Education
The George Washington University
BS, Statistics and Computer Science
The George Washington University
MBA, Finance
Anne Diemer's UBS Experience April 2011 - Present
Job Senior Wealth Strategy Associate at UBS
Industry Banking
Experience
UBS April 2011 - Present
Jefferies & Company October 2007 - April 2011
Credit Suisse Securities August 2006 - October 2007
Original Film 2005 - 2006
Village Roadshow Pictures 2004 - 2005
HSI Productions 2004 - 2004
Element Film/ SBE Entertainment 2004 - 2004
Education
Tulane University 2000 — 2004
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2002 — 2003
General Course, Economic History
UBS April 2011 - Present
Jefferies & Company October 2007 - April 2011
Credit Suisse Securities August 2006 - October 2007
Original Film 2005 - 2006
Village Roadshow Pictures 2004 - 2005
HSI Productions 2004 - 2004
Element Film/ SBE Entertainment 2004 - 2004
Education
Tulane University 2000 — 2004
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2002 — 2003
General Course, Economic History
Ron Cappelletti's UBS Experience Executive DirectorUBS Financial2006 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS Executive DirectorUBS Financial2006 - Present
McDonald Financial Group April 2005 - February 2007
Quick & Reilly August 2002 - December 2004
Gruntal & Co. 2000 - 2002
Prudential Securities February 1984 - June 2000
Skills
Investment Advisory, Wealth Management, Fixed Income, Securities, Equities, Options, Asset Allocation, Alternative Investments, 401k, Retirement, Retirement Planning, Asset Management, Series 24, Series 63, Series 7, Investment Strategies, Mutual Funds
Education
The Ohio State University 1966 — 1971
UBS Executive DirectorUBS Financial2006 - Present
McDonald Financial Group April 2005 - February 2007
Quick & Reilly August 2002 - December 2004
Gruntal & Co. 2000 - 2002
Prudential Securities February 1984 - June 2000
Skills
Investment Advisory, Wealth Management, Fixed Income, Securities, Equities, Options, Asset Allocation, Alternative Investments, 401k, Retirement, Retirement Planning, Asset Management, Series 24, Series 63, Series 7, Investment Strategies, Mutual Funds
Education
The Ohio State University 1966 — 1971
Chase van der Rhoer's UBS Experience June 2010 - October 2011
Job Global Credit Derivatives Product Manager
Industry Capital Markets
Experience
Bloomberg LP August 2015 - Present
Bloomberg LP November 2012 - Present
UBS June 2010 - October 2011
HSBC May 2003 - June 2010
ABN AMRO Bank N.V. September 2001 - May 2003
J.P. Morgan September 1998 - September 2001
CITIGROUP GLOBAL MARKETS October 1993 - September 1996
Skills
CDS and Corporate Bond..., Financial Regulation, Algorithms, Bonds, Trading, CDS, Credit, Fixed Income, Capital Markets, Derivatives, Valuation, Financial Modeling, Portfolio Management, Credit Risk, Risk Management, Market Risk, Hedge Funds, Equity Derivatives, Interest Rate..., FX Options, Financial Risk, Banking, Options, Credit Derivatives, Structured Finance, Bloomberg, Structured Products
Education
London School of Economics and Political Science 1997 — 1998
MSc, Finance & Economics
London School of Economics and Political Science 1996 — 1997
Graduate Diploma, Economics
Trinity University 1991 — 1993
BA, Economics
Bloomberg LP August 2015 - Present
Bloomberg LP November 2012 - Present
UBS June 2010 - October 2011
HSBC May 2003 - June 2010
ABN AMRO Bank N.V. September 2001 - May 2003
J.P. Morgan September 1998 - September 2001
CITIGROUP GLOBAL MARKETS October 1993 - September 1996
Skills
CDS and Corporate Bond..., Financial Regulation, Algorithms, Bonds, Trading, CDS, Credit, Fixed Income, Capital Markets, Derivatives, Valuation, Financial Modeling, Portfolio Management, Credit Risk, Risk Management, Market Risk, Hedge Funds, Equity Derivatives, Interest Rate..., FX Options, Financial Risk, Banking, Options, Credit Derivatives, Structured Finance, Bloomberg, Structured Products
Education
London School of Economics and Political Science 1997 — 1998
MSc, Finance & Economics
London School of Economics and Political Science 1996 — 1997
Graduate Diploma, Economics
Trinity University 1991 — 1993
BA, Economics
Geoffrey A. Merl, CFP®'s UBS Experience 2003 - Present
Job First Vice President Wealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services 2011 - Present
UBS 2003 - Present
Education
The Ohio State University 1999 — 2003
UBS Financial Services 2011 - Present
UBS 2003 - Present
Education
The Ohio State University 1999 — 2003
Andrew Kimm's UBS Experience December 2009 - January 2010
Job Assistant Vice President
Industry Financial Services
Experience
Credit Suisse January 2013 - Present
CREDIT SUISSE SECURITIES (USA) LLC April 2010 - Present
Credit Suisse April 2010 - June 2011
Credit Suisse June 2009 - October 2010
UBS December 2009 - January 2010
Private Bank June 2009 - September 2009
Credit Suisse June 2008 - August 2008
Credit Suisse November 2004 - July 2007
Asset Management November 2004 - July 2007
Skills
Series 63, Series 7, Portfolio Management, Fixed Income, Investments, Wealth Management, Alternative Investments, Trading, Risk Management, Credit, Financial Advisory, Bloomberg, Asset Managment, Financial Modeling, Securities
Education
The George Washington University - School of Business 2007 — 2009
Master of Business Administration (MBA)
Villanova University 1999 — 2003
Bachelors, Psychology/Business
Credit Suisse January 2013 - Present
CREDIT SUISSE SECURITIES (USA) LLC April 2010 - Present
Credit Suisse April 2010 - June 2011
Credit Suisse June 2009 - October 2010
UBS December 2009 - January 2010
Private Bank June 2009 - September 2009
Credit Suisse June 2008 - August 2008
Credit Suisse November 2004 - July 2007
Asset Management November 2004 - July 2007
Skills
Series 63, Series 7, Portfolio Management, Fixed Income, Investments, Wealth Management, Alternative Investments, Trading, Risk Management, Credit, Financial Advisory, Bloomberg, Asset Managment, Financial Modeling, Securities
Education
The George Washington University - School of Business 2007 — 2009
Master of Business Administration (MBA)
Villanova University 1999 — 2003
Bachelors, Psychology/Business
Fay Karell's UBS Experience Change Team & DevelopmentIBM Nordic Lab SwedenApril 1992 - March 1996
Job Technical Officer/Associate Director at UBS
Industry Information Technology and Services
Experience
UBS Change Team & DevelopmentIBM Nordic Lab SwedenApril 1992 - March 1996
Education
The Hebrew University
Bachelor's Degree, Mathematics and Statistics
UBS Change Team & DevelopmentIBM Nordic Lab SwedenApril 1992 - March 1996
Education
The Hebrew University
Bachelor's Degree, Mathematics and Statistics
Erik Romstad's UBS Experience
Job Executive Director at UBS
Industry Investment Banking
Experience
UBS
Education
The London School of Economics and Political Science (LSE) 1981 — 1982
UBS
Education
The London School of Economics and Political Science (LSE) 1981 — 1982
Tyler Norman's UBS Experience April 2011 - April 2014
Job COO 51maps
Industry Information Technology and Services
Experience
51maps January 2014 - Present
Tresoro Labs April 2014 - April 2015
UBS April 2011 - April 2014
The White House September 2009 - April 2014
Deutsche Bank January 2010 - April 2011
Houston City Council May 2005 - July 2006
Brennan's January 2002 - June 2006
Skills
Program Management, Strategy, Vendor Management, Enterprise Software, Business Development, Management, Business Analysis, Cloud Computing, Project Management, Business Strategy, Negotiation, Strategic Planning, Leadership, Risk Management, Project Coordination, Mergers, Mergers & Acquisitions, Project Planning, Financial Analysis, Executive Management, Proposal Writing, Start-ups, Analysis, Budget Process, Contract Negotiation, Outsourcing, Governance, Strategic Partnerships, SaaS, Requirements Analysis, Budgets, Forecasting, CRM, Product Management
Education
The George Washington University Law School
J.D.
University of Houston
B.S., magna cum laude
51maps January 2014 - Present
Tresoro Labs April 2014 - April 2015
UBS April 2011 - April 2014
The White House September 2009 - April 2014
Deutsche Bank January 2010 - April 2011
Houston City Council May 2005 - July 2006
Brennan's January 2002 - June 2006
Skills
Program Management, Strategy, Vendor Management, Enterprise Software, Business Development, Management, Business Analysis, Cloud Computing, Project Management, Business Strategy, Negotiation, Strategic Planning, Leadership, Risk Management, Project Coordination, Mergers, Mergers & Acquisitions, Project Planning, Financial Analysis, Executive Management, Proposal Writing, Start-ups, Analysis, Budget Process, Contract Negotiation, Outsourcing, Governance, Strategic Partnerships, SaaS, Requirements Analysis, Budgets, Forecasting, CRM, Product Management
Education
The George Washington University Law School
J.D.
University of Houston
B.S., magna cum laude
Kimberly Brownstein's UBS Experience November 2013 - Present
Job Vice PresidentWealth Management
Industry Financial Services
Experience
UBS November 2013 - Present
Barclays Wealth and Investment Management September 2008 - November 2013
Lehman Brothers June 2005 - September 2008
Skills
Series 7, Finance, Wealth Management, Equities, Fixed Income, Capital Markets, Hedge Funds, Investments, Portfolio Management, Asset Management
Education
The George Washington University - School of Business 2001 — 2005
BBA, International Business and Sports Management
Lorenzo de' Medicii 2004 — 2004
Hamden Hall Country Day School 1997 — 2001
High School
UBS November 2013 - Present
Barclays Wealth and Investment Management September 2008 - November 2013
Lehman Brothers June 2005 - September 2008
Skills
Series 7, Finance, Wealth Management, Equities, Fixed Income, Capital Markets, Hedge Funds, Investments, Portfolio Management, Asset Management
Education
The George Washington University - School of Business 2001 — 2005
BBA, International Business and Sports Management
Lorenzo de' Medicii 2004 — 2004
Hamden Hall Country Day School 1997 — 2001
High School
Connie Tong's UBS Experience Fixed Income ControllerUBS Investment Bank2003 - Present
Job Director at UBS
Industry Banking
Experience
UBS Fixed Income ControllerUBS Investment Bank2003 - Present
Education
The New School 1989 — 1993
UBS Fixed Income ControllerUBS Investment Bank2003 - Present
Education
The New School 1989 — 1993
Michael Barisonek's UBS Experience May 1994 - April 1999
Job Trader
Industry Financial Services
Experience
Morgan Stanley April 1999 - January 2012
UBS May 1994 - April 1999
Skills
Securities Lending, Prime Brokerage, Equities, Equity Swaps, Series 7, Equity Derivatives, Collateral Management, Swaps, Hedge Funds, Derivatives, ETFs, Trading, Options, Series 63, Series 24, Delta One, Trading Systems, Structured Products, Proprietary Trading, Bloomberg, Equity Trading, Volatility
Education
The George Washington University 1988 — 1991
BBA
Wake Forest University 1987 — 1988
Morgan Stanley April 1999 - January 2012
UBS May 1994 - April 1999
Skills
Securities Lending, Prime Brokerage, Equities, Equity Swaps, Series 7, Equity Derivatives, Collateral Management, Swaps, Hedge Funds, Derivatives, ETFs, Trading, Options, Series 63, Series 24, Delta One, Trading Systems, Structured Products, Proprietary Trading, Bloomberg, Equity Trading, Volatility
Education
The George Washington University 1988 — 1991
BBA
Wake Forest University 1987 — 1988
Kevin Callan's UBS Experience January 1992 - January 1994
Job Senior Account Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae January 2015 - Present
Bank of America December 2011 - January 2015
IndyMac Securities Corp President January 2006 - January 2008
WaMu Capital Corp January 2001 - January 2006
Countrywide Credit Industries January 1995 - January 2000
UBS January 1992 - January 1994
Skills
Mortgage Lending, Fixed Income, MBS, Risk Management, Loans, Financial Modeling, Portfolio Management, Bonds, Credit Risk, Financial Risk, Banking, Asset Managment, Funding, Mortgage Banking, Derivatives, Asset Management
Education
The Ohio State University 1975 — 1978
BA, Economics
Fannie Mae January 2015 - Present
Bank of America December 2011 - January 2015
IndyMac Securities Corp President January 2006 - January 2008
WaMu Capital Corp January 2001 - January 2006
Countrywide Credit Industries January 1995 - January 2000
UBS January 1992 - January 1994
Skills
Mortgage Lending, Fixed Income, MBS, Risk Management, Loans, Financial Modeling, Portfolio Management, Bonds, Credit Risk, Financial Risk, Banking, Asset Managment, Funding, Mortgage Banking, Derivatives, Asset Management
Education
The Ohio State University 1975 — 1978
BA, Economics
Pete Rollenhagen's UBS Experience March 2007 - April 2007
Job
Industry Automotive
Experience
Dealer Tire October 2013 - Present
PRICE FOR PROFIT July 2013 - October 2013
American Greetings March 2012 - June 2013
American Greetings September 2008 - March 2012
Merrill Lynch May 2007 - September 2007
UBS March 2007 - April 2007
Skills
Retail Category..., Access, Excel, Visual Basic, Supply Chain, Inventory Management, Database Management, Sales Analysis, Category Analysis, Microsoft Excel, Analysis, Database Admin, Merchandising, Process Improvement, Product Management
Education
The Ohio State University 2003 — 2008
Bachelor of Arts, Economics
Dealer Tire October 2013 - Present
PRICE FOR PROFIT July 2013 - October 2013
American Greetings March 2012 - June 2013
American Greetings September 2008 - March 2012
Merrill Lynch May 2007 - September 2007
UBS March 2007 - April 2007
Skills
Retail Category..., Access, Excel, Visual Basic, Supply Chain, Inventory Management, Database Management, Sales Analysis, Category Analysis, Microsoft Excel, Analysis, Database Admin, Merchandising, Process Improvement, Product Management
Education
The Ohio State University 2003 — 2008
Bachelor of Arts, Economics
Susan Carson's UBS Experience 2003 - 2006
Job Natural Gas Operations at Statoil
Industry Oil & Energy
Experience
Statoil Natural Gas, LLC March 2011 - Present
Barclays Capital February 2011 - March 2011
Barclays Capital September 2006 - February 2011
UBS 2003 - 2006
American Electric Power 1998 - 2003
WPS Energy Services 1998 - 1998
Enron Energy Services 1996 - 1998
Skills
Natural Gas, Renewable Energy, Derivatives, Management, Commodity, Trading, Gas, Operations Management, Pipelines, Energy, Options, Contract Management, Commodity Markets, Analysis, Forecasting, LNG, Training, Logistics, Valuation, Transportation, Oil/Gas, Commodity Risk..., Contract Negotiation, ISDA, Upstream, Hedging, Risk Management, Energy Markets, Project Finance, Energy Industry, Due Diligence, Petroleum
Education
The Ohio State University 1981 — 1986
BA, Economics
Statoil Natural Gas, LLC March 2011 - Present
Barclays Capital February 2011 - March 2011
Barclays Capital September 2006 - February 2011
UBS 2003 - 2006
American Electric Power 1998 - 2003
WPS Energy Services 1998 - 1998
Enron Energy Services 1996 - 1998
Skills
Natural Gas, Renewable Energy, Derivatives, Management, Commodity, Trading, Gas, Operations Management, Pipelines, Energy, Options, Contract Management, Commodity Markets, Analysis, Forecasting, LNG, Training, Logistics, Valuation, Transportation, Oil/Gas, Commodity Risk..., Contract Negotiation, ISDA, Upstream, Hedging, Risk Management, Energy Markets, Project Finance, Energy Industry, Due Diligence, Petroleum
Education
The Ohio State University 1981 — 1986
BA, Economics
Cheryl Vijj's UBS Experience 2008 - 2008
Job NetSuite
Industry Venture Capital & Private Equity
Experience
NetSuite, Private Equity Services 2014 - Present
Excelsior Capital Partners 2013 - 2014
Deloitte Consulting 2008 - 2012
UBS 2008 - 2008
Skills
Business Strategy, Business Development, Private Equity, Distressed Debt, Turnaround Strategy, Operational Due..., Financial Analysis, Valuation, Management Consulting
Education
University of Southern California
Bachelor of Science (B.Sc.), Business Administration, Financial Analysis & Valuation
The Juilliard School 2014 — 2015
NetSuite, Private Equity Services 2014 - Present
Excelsior Capital Partners 2013 - 2014
Deloitte Consulting 2008 - 2012
UBS 2008 - 2008
Skills
Business Strategy, Business Development, Private Equity, Distressed Debt, Turnaround Strategy, Operational Due..., Financial Analysis, Valuation, Management Consulting
Education
University of Southern California
Bachelor of Science (B.Sc.), Business Administration, Financial Analysis & Valuation
The Juilliard School 2014 — 2015
James W. Ziglar, Sr.'s UBS Experience October 1980 - June 2005
Job Principal at The Ziglar Group
Industry Public Relations and Communications
Experience
Van Ness Feldman, LLC February 2009 - Present
The Ziglar Group January 2009 - Present
Migration Policy Institute September 2008 - Present
The Furman Group January 2010 - November 2012
Cross Match Technologies July 2005 - August 2008
UBS October 1980 - June 2005
The George Washington University Law School June 2003 - June 2004
The Harvard Kennedy School January 2003 - June 2003
Immigration and Naturalization Service August 2001 - December 2002
United States Senate November 1998 - August 2001
Skills
Leadership, Management, Public Policy, Project Management, Policy Analysis, Government, Strategic Planning, Legislative Relations, Policy, Crisis Management, International Relations, Capital Markets, Public Speaking, Nonprofits, Public Affairs, Research, Media Relations, Editing, Politics, Community Outreach, Strategic Communications, Mergers & Acquisitions, Security, Program Management, Corporate Finance, Public Relations, Securities, Analysis, International Law, Fundraising, Legal Writing, Salesforce Training, Process Improvement, Event Planning, Microsoft Office, Non-profits, Litigation, Legislation, Political Science, Legal Research
Education
The George Washington University Law School 1968 — 1972
Juris Doctor
The George Washington University 1963 — 1968
Bachelor of Arts (BA), Political Science and Government
Van Ness Feldman, LLC February 2009 - Present
The Ziglar Group January 2009 - Present
Migration Policy Institute September 2008 - Present
The Furman Group January 2010 - November 2012
Cross Match Technologies July 2005 - August 2008
UBS October 1980 - June 2005
The George Washington University Law School June 2003 - June 2004
The Harvard Kennedy School January 2003 - June 2003
Immigration and Naturalization Service August 2001 - December 2002
United States Senate November 1998 - August 2001
Skills
Leadership, Management, Public Policy, Project Management, Policy Analysis, Government, Strategic Planning, Legislative Relations, Policy, Crisis Management, International Relations, Capital Markets, Public Speaking, Nonprofits, Public Affairs, Research, Media Relations, Editing, Politics, Community Outreach, Strategic Communications, Mergers & Acquisitions, Security, Program Management, Corporate Finance, Public Relations, Securities, Analysis, International Law, Fundraising, Legal Writing, Salesforce Training, Process Improvement, Event Planning, Microsoft Office, Non-profits, Litigation, Legislation, Political Science, Legal Research
Education
The George Washington University Law School 1968 — 1972
Juris Doctor
The George Washington University 1963 — 1968
Bachelor of Arts (BA), Political Science and Government
Gero Geppert's UBS Experience August 2013 - August 2015
Job Associate Director, UBS Securities
Industry Financial Services
Experience
UBS August 2013 - August 2015
Ernst & Young July 2008 - July 2011
Ernst & Young July 2005 - June 2008
Education
Carnegie Mellon University 2011 — 2012
M.S., Computational Finance
London School of Economics and Political Science, U. of London 2009 — 2012
Diploma for Graduates -- International Programmes, Mathematics
The University of Georgia 2001 — 2005
A.B., Economics; B.B.A., Finance
UBS August 2013 - August 2015
Ernst & Young July 2008 - July 2011
Ernst & Young July 2005 - June 2008
Education
Carnegie Mellon University 2011 — 2012
M.S., Computational Finance
London School of Economics and Political Science, U. of London 2009 — 2012
Diploma for Graduates -- International Programmes, Mathematics
The University of Georgia 2001 — 2005
A.B., Economics; B.B.A., Finance
Erica Chase's UBS Experience September 2015 - Present
Job Director, Media Relations at UBS
Industry Public Relations and Communications
Experience
UBS September 2015 - Present
Barclays April 2010 - September 2015
Newsweek March 2009 - April 2010
Edelman September 2007 - March 2009
Skills
Corporate Communications, Media Relations, Press Releases, Public Relations, Strategic Communications
Education
The George Washington University - School of Business 2003 — 2007
Bachelors, Business with a concentration in Economics and Public Policy
UBS September 2015 - Present
Barclays April 2010 - September 2015
Newsweek March 2009 - April 2010
Edelman September 2007 - March 2009
Skills
Corporate Communications, Media Relations, Press Releases, Public Relations, Strategic Communications
Education
The George Washington University - School of Business 2003 — 2007
Bachelors, Business with a concentration in Economics and Public Policy
Pamela Okello Comrie's UBS Experience December 2007 - March 2011
Job Actuarial Analyst, Informatics Department at Horizon Blue Cross Blue Shield of New Jersey
Industry Insurance
Experience
Prudential Financial February 2015 - Present
Horizon Blue Cross Blue Shield of New Jersey March 2011 - February 2015
UBS December 2007 - March 2011
Everest Reinsurance June 2003 - December 2007
Zurich Financial Services, UK December 2000 - May 2003
Skills
Forecasting, Accounting, Analysis, Visual Basic, Auditing, SAS, Statistical Modeling, Statistical Data..., Pricing, Data Analysis, Business Analysis, Actuarial Science, Financial Analysis, Financial Modeling, Risk Management, Financial Risk
Education
The London School of Economics and Political Science (LSE) 1998 — 1999
Masters, Statistics
The University of Manchester 1994 — 1998
Bachelor of Science (BSc), Mathematics
Prudential Financial February 2015 - Present
Horizon Blue Cross Blue Shield of New Jersey March 2011 - February 2015
UBS December 2007 - March 2011
Everest Reinsurance June 2003 - December 2007
Zurich Financial Services, UK December 2000 - May 2003
Skills
Forecasting, Accounting, Analysis, Visual Basic, Auditing, SAS, Statistical Modeling, Statistical Data..., Pricing, Data Analysis, Business Analysis, Actuarial Science, Financial Analysis, Financial Modeling, Risk Management, Financial Risk
Education
The London School of Economics and Political Science (LSE) 1998 — 1999
Masters, Statistics
The University of Manchester 1994 — 1998
Bachelor of Science (BSc), Mathematics
Denise Klouda's UBS Experience February 1999 - September 2010
Job Senior Project Manager at CSC
Industry Information Technology and Services
Experience
CSC October 2010 - Present
UBS February 1999 - September 2010
Dow Jones Telerate December 1985 - January 1999
Skills
PMO, Vendor Management, Program Management, SDLC, MS Project, Project Portfolio..., Project Management, Telecommunications, Infrastructure, Project Delivery, IT Strategy, Data Center, Risk Management, Change Management, Management, Project Planning, Business Analysis, ITIL, Process Improvement, IT Service Management, IT Management, Service Delivery, PMP, Disaster Recovery, Integration, Outsourcing, Enterprise Architecture, Governance
Education
Union County College 2009 — 2014
Associates Degree, Civil Engineering Technologies
The George Washington University - School of Business
Masters Certificate in Project Management
New York University School of Continuing Education
Certificate in Telecommunications Anaylsis
CSC October 2010 - Present
UBS February 1999 - September 2010
Dow Jones Telerate December 1985 - January 1999
Skills
PMO, Vendor Management, Program Management, SDLC, MS Project, Project Portfolio..., Project Management, Telecommunications, Infrastructure, Project Delivery, IT Strategy, Data Center, Risk Management, Change Management, Management, Project Planning, Business Analysis, ITIL, Process Improvement, IT Service Management, IT Management, Service Delivery, PMP, Disaster Recovery, Integration, Outsourcing, Enterprise Architecture, Governance
Education
Union County College 2009 — 2014
Associates Degree, Civil Engineering Technologies
The George Washington University - School of Business
Masters Certificate in Project Management
New York University School of Continuing Education
Certificate in Telecommunications Anaylsis
Alex Cheung, CFA's UBS Experience May 2005 - May 2008
Job Financial advisor
Industry Banking
Experience
CIBC January 2014 - Present
UBS May 2005 - May 2008
BNP Paribas December 2003 - May 2005
Education
The Hong Kong Polytechnic University 1994 — 1997
BA, Business Studies
CIBC January 2014 - Present
UBS May 2005 - May 2008
BNP Paribas December 2003 - May 2005
Education
The Hong Kong Polytechnic University 1994 — 1997
BA, Business Studies
Frank Wallace's UBS Experience January 2006 - May 2006
Job Research Analyst at International Monetary Fund
Industry Research
Experience
International Monetary Fund September 2013 - Present
The World Bank June 2011 - June 2013
The World Bank March 2010 - June 2011
Association of American Medical Colleges January 2010 - March 2010
US Election Assistance Commission August 2009 - December 2009
Peace Corps June 2008 - July 2009
Medical Properties Trust June 2006 - August 2006
UBS January 2006 - May 2006
Morgan Keegan August 2005 - December 2005
Skills
Stata, International..., French, Economics, Policy Analysis, Research, International Relations, Data Analysis, Public Policy, Capacity Building, Spanish, Quantitative Analytics, Economic Development, Microsoft Office, Financial Analysis, Grant Writing, Program Evaluation
Education
The Johns Hopkins University 2011 — 2013
Master of Science, Applied Economics
University of Alabama 2003 — 2007
Bachelor's Degree, Finance and Economics
International Monetary Fund September 2013 - Present
The World Bank June 2011 - June 2013
The World Bank March 2010 - June 2011
Association of American Medical Colleges January 2010 - March 2010
US Election Assistance Commission August 2009 - December 2009
Peace Corps June 2008 - July 2009
Medical Properties Trust June 2006 - August 2006
UBS January 2006 - May 2006
Morgan Keegan August 2005 - December 2005
Skills
Stata, International..., French, Economics, Policy Analysis, Research, International Relations, Data Analysis, Public Policy, Capacity Building, Spanish, Quantitative Analytics, Economic Development, Microsoft Office, Financial Analysis, Grant Writing, Program Evaluation
Education
The Johns Hopkins University 2011 — 2013
Master of Science, Applied Economics
University of Alabama 2003 — 2007
Bachelor's Degree, Finance and Economics
Yuriy Spektor's UBS Experience January 2000 - July 2002
Job Director Citi
Industry Financial Services
Experience
Citi March 2010 - Present
Credit Suisse July 2002 - March 2010
UBS January 2000 - July 2002
Education
The Johns Hopkins University
MS, Applied Mathematics
The University of Chicago
BS, Mathematics
Citi March 2010 - Present
Credit Suisse July 2002 - March 2010
UBS January 2000 - July 2002
Education
The Johns Hopkins University
MS, Applied Mathematics
The University of Chicago
BS, Mathematics
Rita Zabat's UBS Experience March 2015 - Present
Job FBEPS Compliance Consultant
Industry Management Consulting
Experience
UBS March 2015 - Present
Royal Bank of Scotland March 2013 - March 2015
Royal Bank of Scotland Group February 2010 - March 2013
Deloitte Consulting July 2004 - February 2010
Mellon Financial March 2003 - June 2004
Towers Perrin January 2001 - March 2003
Hewitt Associates June 1999 - December 2000
Skills
Fixed Income, Business Process..., Derivatives, Financial Modeling, Capital Markets, Project Management, Equities, Risk Management, Investment Banking, Business Transformation, Change Management, Management, Mergers & Acquisitions, Strategy, Financial Services, Business Analysis
Education
Yale University - Yale School of Public Health 1997 — 1999
Masters in Public Health, Healthcare Management
The Johns Hopkins University 1992 — 1996
Bachelor of Arts, History of Science
UBS March 2015 - Present
Royal Bank of Scotland March 2013 - March 2015
Royal Bank of Scotland Group February 2010 - March 2013
Deloitte Consulting July 2004 - February 2010
Mellon Financial March 2003 - June 2004
Towers Perrin January 2001 - March 2003
Hewitt Associates June 1999 - December 2000
Skills
Fixed Income, Business Process..., Derivatives, Financial Modeling, Capital Markets, Project Management, Equities, Risk Management, Investment Banking, Business Transformation, Change Management, Management, Mergers & Acquisitions, Strategy, Financial Services, Business Analysis
Education
Yale University - Yale School of Public Health 1997 — 1999
Masters in Public Health, Healthcare Management
The Johns Hopkins University 1992 — 1996
Bachelor of Arts, History of Science
April Sandi's UBS Experience 1999 - 2000
Job MSW Student at University of Maryland, School of Social Work
Industry Real Estate
Experience
University of Maryland, School of Social Work August 2012 - Present
April Sandi Makeup Artist January 1992 - Present
Way Station, Inc. July 2012 - August 2013
Clinique July 2002 - July 2012
Life Haven Homeless Shelter 2005 - 2007
Peoples United Bank March 2005 - September 2006
AT Tavella Insurance 2001 - 2005
Morgan Stanley Dean Witter 2000 - 2001
UBS 1999 - 2000
Skills
Facebook, Public Speaking, Non-profits, Customer Service, Event Planning, Community Outreach, Research, Fundraising, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Marketing, Leadership
Education
University of Maryland Baltimore 2012 — 2016
Master of Social Work (M.S.W.), Social Work
The Ohio State University 1994 — 1997
BA, English
University of Maryland, Munich 1989 — 1991
Associates of Arts, Liberal Arts, World Literature
All Saints Catholic School
University of Maryland, School of Social Work August 2012 - Present
April Sandi Makeup Artist January 1992 - Present
Way Station, Inc. July 2012 - August 2013
Clinique July 2002 - July 2012
Life Haven Homeless Shelter 2005 - 2007
Peoples United Bank March 2005 - September 2006
AT Tavella Insurance 2001 - 2005
Morgan Stanley Dean Witter 2000 - 2001
UBS 1999 - 2000
Skills
Facebook, Public Speaking, Non-profits, Customer Service, Event Planning, Community Outreach, Research, Fundraising, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Marketing, Leadership
Education
University of Maryland Baltimore 2012 — 2016
Master of Social Work (M.S.W.), Social Work
The Ohio State University 1994 — 1997
BA, English
University of Maryland, Munich 1989 — 1991
Associates of Arts, Liberal Arts, World Literature
All Saints Catholic School
Luciano Coster's UBS Experience August 2015 - Present
Job Emerging Markets Corporate Credit Trader at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Credit Suisse April 2013 - July 2015
Credit Suisse July 2011 - April 2013
Sponsors for Educational Opportunity April 2010 - July 2010
Lehman Brothers June 2007 - August 2007
Royal Bank of Scotland Group June 2006 - August 2006
Societe Generale June 2005 - August 2005
Skills
Bloomberg, Financial Modeling, Investment Banking, Valuation, Spanish, Economics, Fixed Income, Research, Venture Capital, Mandarin, Mergers, Business Development, Strategic Planning, Management, Public Speaking
Education
Yale University 2007 — 2011
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2009 — 2009
Economics & Finance
The Collegiate School 2003 — 2007
UBS August 2015 - Present
Credit Suisse April 2013 - July 2015
Credit Suisse July 2011 - April 2013
Sponsors for Educational Opportunity April 2010 - July 2010
Lehman Brothers June 2007 - August 2007
Royal Bank of Scotland Group June 2006 - August 2006
Societe Generale June 2005 - August 2005
Skills
Bloomberg, Financial Modeling, Investment Banking, Valuation, Spanish, Economics, Fixed Income, Research, Venture Capital, Mandarin, Mergers, Business Development, Strategic Planning, Management, Public Speaking
Education
Yale University 2007 — 2011
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2009 — 2009
Economics & Finance
The Collegiate School 2003 — 2007
Lori Favazza's UBS Experience September 2003 - October 2009
Job Business Strategist, vRealize Business at VMware
Industry Information Technology and Services
Experience
VMware April 2012 - Present
Goldman Sachs October 2010 - April 2012
Travelling in South America October 2009 - August 2010
UBS September 2003 - October 2009
Open Society Institute February 2003 - August 2003
JP Morgan January 2002 - February 2003
IFC - International Finance Corporation June 1998 - October 2001
Education
The George Washington University 1995 — 1999
BA
VMware April 2012 - Present
Goldman Sachs October 2010 - April 2012
Travelling in South America October 2009 - August 2010
UBS September 2003 - October 2009
Open Society Institute February 2003 - August 2003
JP Morgan January 2002 - February 2003
IFC - International Finance Corporation June 1998 - October 2001
Education
The George Washington University 1995 — 1999
BA
Michael Taylor, CFP®'s UBS Experience 2002 - 2009
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, Member SIPC May 2009 - Present
UBS 2002 - 2009
Skills
Retirement Planning, Investments, Wealth Management, Certified Financial...
Education
The Ohio State University
B.A., Economics and English
Wells Fargo Advisors Financial Network, LLC, Member SIPC May 2009 - Present
UBS 2002 - 2009
Skills
Retirement Planning, Investments, Wealth Management, Certified Financial...
Education
The Ohio State University
B.A., Economics and English
Rich Ohde, CFP®'s UBS Experience 2007 - 2009
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial February 2015 - Present
Nationwide Financial August 2012 - February 2015
Nationwide Financial August 2011 - August 2012
Nationwide Financial May 2009 - August 2011
UBS 2007 - 2009
Nationwide Financial 2006 - 2007
Skills
Retirement Planning, Series 63, Series 7, Series 24, Series 65, Relationship Management, Sales Management, Asset Allocation, Mutual Funds, Retirement, Wealth Management, Securities, Fixed Annuities, Financial Planning
Education
The Ohio State University 1996 — 2002
B.S. Human Ecology, Financial Management
Nationwide Financial February 2015 - Present
Nationwide Financial August 2012 - February 2015
Nationwide Financial August 2011 - August 2012
Nationwide Financial May 2009 - August 2011
UBS 2007 - 2009
Nationwide Financial 2006 - 2007
Skills
Retirement Planning, Series 63, Series 7, Series 24, Series 65, Relationship Management, Sales Management, Asset Allocation, Mutual Funds, Retirement, Wealth Management, Securities, Fixed Annuities, Financial Planning
Education
The Ohio State University 1996 — 2002
B.S. Human Ecology, Financial Management
Elisabeth Gesis's UBS Experience January 2013 - May 2013
Job Assistant Manager at Enterprise RentACar
Industry Marketing and Advertising
Experience
Enterprise Rent-A-Car September 2014 - Present
Enterprise Rent-A-Car September 2014 - Present
Smartland May 2013 - September 2014
Coach February 2012 - February 2014
UBS January 2013 - May 2013
Coach February 2012 - April 2013
Walgreens Pharmacy January 2008 - April 2012
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Marketing, Sales, Management, Inventory Management, Microsoft Word, Event Planning, Time Management, Social Media, Facebook, Public Speaking, Teamwork, Outlook, Social Networking, Public Relations, Sales Management, Critical Thinking, Access, Healthcare, Leadership, Market Research, Social Media Marketing, Training
Education
The Ohio State University 2010 — 2014
Bachelor of Arts (BA), Communication, General
The Ohio State University 2010 — 2014
Bachelor of Arts (BA), Strategic Communications
Enterprise Rent-A-Car September 2014 - Present
Enterprise Rent-A-Car September 2014 - Present
Smartland May 2013 - September 2014
Coach February 2012 - February 2014
UBS January 2013 - May 2013
Coach February 2012 - April 2013
Walgreens Pharmacy January 2008 - April 2012
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Marketing, Sales, Management, Inventory Management, Microsoft Word, Event Planning, Time Management, Social Media, Facebook, Public Speaking, Teamwork, Outlook, Social Networking, Public Relations, Sales Management, Critical Thinking, Access, Healthcare, Leadership, Market Research, Social Media Marketing, Training
Education
The Ohio State University 2010 — 2014
Bachelor of Arts (BA), Communication, General
The Ohio State University 2010 — 2014
Bachelor of Arts (BA), Strategic Communications
William Montgomery's UBS Experience November 2000 - June 2010
Job Counsel at Keesal, Young & Logan
Industry Law Practice
Experience
Keesal Young & Logan 2010 - Present
UBS November 2000 - June 2010
UBS Wealth Management 2000 - 2010
Paine Webber January 1990 - November 2000
International Trading Group, Ltd. October 1988 - January 1990
Commodity Futures Trading Commission October 1984 - October 1988
Cook County State's Attorney's Office May 1977 - April 1983
Skills
Litigation, FINRA, Securities Regulation, Securities, Arbitration, Securities Litigation, Corporate Governance, Mediation, Commercial Litigation, Civil Litigation, Employment Law, Corporate Law, Licensing, Trials, Legal Compliance, Intellectual Property
Education
The John Marshall Law School 1973 — 1976
JD
University of California, Santa Barbara 1971 — 1973
BA, Psychology
Keesal Young & Logan 2010 - Present
UBS November 2000 - June 2010
UBS Wealth Management 2000 - 2010
Paine Webber January 1990 - November 2000
International Trading Group, Ltd. October 1988 - January 1990
Commodity Futures Trading Commission October 1984 - October 1988
Cook County State's Attorney's Office May 1977 - April 1983
Skills
Litigation, FINRA, Securities Regulation, Securities, Arbitration, Securities Litigation, Corporate Governance, Mediation, Commercial Litigation, Civil Litigation, Employment Law, Corporate Law, Licensing, Trials, Legal Compliance, Intellectual Property
Education
The John Marshall Law School 1973 — 1976
JD
University of California, Santa Barbara 1971 — 1973
BA, Psychology
Philip Sifakis's UBS Experience March 2012 - May 2014
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - Present
UBS March 2012 - May 2014
SYMX Financial Corp. August 2011 - March 2012
Piraeus Bank February 2010 - June 2010
ATEbank October 2009 - February 2010
Solidus Securities S.A. June 2009 - September 2009
Solidus Securities S.A. June 2008 - September 2008
Skills
Financial Analysis, Financial Modeling, Excel, Data Analysis, VBA
Education
London School of Economics and Political Science, U. of London 2006 — 2010
Bachelor of Science, Banking and Finance
Morgan Stanley Wealth Management May 2014 - Present
UBS March 2012 - May 2014
SYMX Financial Corp. August 2011 - March 2012
Piraeus Bank February 2010 - June 2010
ATEbank October 2009 - February 2010
Solidus Securities S.A. June 2009 - September 2009
Solidus Securities S.A. June 2008 - September 2008
Skills
Financial Analysis, Financial Modeling, Excel, Data Analysis, VBA
Education
London School of Economics and Political Science, U. of London 2006 — 2010
Bachelor of Science, Banking and Finance
Shahin Sacranie's UBS Experience June 2014 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS June 2014 - Present
Regional Broker Dealer & Bank July 2012 - Present
Bank of America Merrill Lynch June 1989 - December 2011
KPMG UK January 1980 - June 1986
Skills
CPA, Chartered Accountant, FINRA Series 7, 9.10,63, SEC compliance, Business Management, Supervision, Supervisory Skills, Strategic Planning, Competitive Analysis, Presentation Preparation, Financial Accounting, Financial Planning, Budget Preparation, Auditing, Project Implementation, Spreadsheet Design, PowerPoint, Data Analysis, Data Mining, Recruiting, New Business Development, Series 7, Management, Fixed Income, Hedge Funds, Bonds, Portfolio Management, Due Diligence, Banking, Equities
Education
Institute of Chartered Accountants In Engalnd & Wales 1980 — 1986
Chartered Accountant (CPA Equiv), Finance & Accounting
The London School of Economics and Political Science (LSE) 1978 — 1980
Foundation degree, Chartered Accounting Business & Public Finance
Westminster College (London) 1975 — 1977
GCSE, A Levels (Pure & Applied Maths, Statistics & Accounting)
St. Andrews International High School 1970 — 1975
GCSE's
UBS June 2014 - Present
Regional Broker Dealer & Bank July 2012 - Present
Bank of America Merrill Lynch June 1989 - December 2011
KPMG UK January 1980 - June 1986
Skills
CPA, Chartered Accountant, FINRA Series 7, 9.10,63, SEC compliance, Business Management, Supervision, Supervisory Skills, Strategic Planning, Competitive Analysis, Presentation Preparation, Financial Accounting, Financial Planning, Budget Preparation, Auditing, Project Implementation, Spreadsheet Design, PowerPoint, Data Analysis, Data Mining, Recruiting, New Business Development, Series 7, Management, Fixed Income, Hedge Funds, Bonds, Portfolio Management, Due Diligence, Banking, Equities
Education
Institute of Chartered Accountants In Engalnd & Wales 1980 — 1986
Chartered Accountant (CPA Equiv), Finance & Accounting
The London School of Economics and Political Science (LSE) 1978 — 1980
Foundation degree, Chartered Accounting Business & Public Finance
Westminster College (London) 1975 — 1977
GCSE, A Levels (Pure & Applied Maths, Statistics & Accounting)
St. Andrews International High School 1970 — 1975
GCSE's
Matthew Hochman's UBS Experience May 2013 - May 2015
Job Morgan Stanley Associate
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
UBS May 2013 - May 2015
Morgan Stanley April 2012 - October 2012
Skills
Financial Modeling, Microsoft Office, Bloomberg, Stata, Equity Research, Fixed Income, Economics, Risk Management, Statistical Modeling, Equity Valuation, Forecasting, Equity Capital Markets, Quickbooks, Econometric Modeling, Capital Budgeting, Compliance, Fixed Income Analysis, Microsoft Excel, Data Analysis, Econometrics, Financial Econometrics
Education
The Johns Hopkins University 2009 — 2011
Bachelor of Arts, Economics
Farmingdale State College 2007 — 2009
Associates, Business Administration
Morgan Stanley June 2015 - Present
UBS May 2013 - May 2015
Morgan Stanley April 2012 - October 2012
Skills
Financial Modeling, Microsoft Office, Bloomberg, Stata, Equity Research, Fixed Income, Economics, Risk Management, Statistical Modeling, Equity Valuation, Forecasting, Equity Capital Markets, Quickbooks, Econometric Modeling, Capital Budgeting, Compliance, Fixed Income Analysis, Microsoft Excel, Data Analysis, Econometrics, Financial Econometrics
Education
The Johns Hopkins University 2009 — 2011
Bachelor of Arts, Economics
Farmingdale State College 2007 — 2009
Associates, Business Administration
Navi Kang's UBS Experience January 2011 - March 2011
Job Corporate Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
KeyBanc Capital Markets June 2012 - August 2012
Parker Hannifin July 2011 - August 2011
UBS January 2011 - March 2011
Chaloupkas June 2010 - September 2010
Skills
Soccer: Division 1..., Investments, Investment Banking, Financial Modeling, Management
Education
The Ohio State University 2008 — 2013
Bachelor of Science in Financial Mathematics and Business Administration, Financial Math, Finance
JPMorgan Chase July 2013 - Present
KeyBanc Capital Markets June 2012 - August 2012
Parker Hannifin July 2011 - August 2011
UBS January 2011 - March 2011
Chaloupkas June 2010 - September 2010
Skills
Soccer: Division 1..., Investments, Investment Banking, Financial Modeling, Management
Education
The Ohio State University 2008 — 2013
Bachelor of Science in Financial Mathematics and Business Administration, Financial Math, Finance
Jeremy Garfield, CFA's UBS Experience 2003 - 2004
Job Director at Dexia
Industry Banking
Experience
Dexia April 2014 - Present
Dexia July 2009 - March 2014
Financial Security Assurance August 2007 - July 2009
Merrill Lynch 2006 - 2007
Nomura Securities 2004 - 2006
UBS 2003 - 2004
Credit Suisse Asset Management 2000 - 2003
Fiduciary Trust Company 1998 - 1999
Skills
Fixed Income, Asset Management, Portfolio Management, Financial Modeling, Valuation, Credit Risk, Risk Management, Capital Markets, Derivatives, Securities
Education
London School of Economics and Political Science 1998 — 1999
The Pennsylvania State University 1995 — 1999
Bachelor of Science, Finance and International Business
Dexia April 2014 - Present
Dexia July 2009 - March 2014
Financial Security Assurance August 2007 - July 2009
Merrill Lynch 2006 - 2007
Nomura Securities 2004 - 2006
UBS 2003 - 2004
Credit Suisse Asset Management 2000 - 2003
Fiduciary Trust Company 1998 - 1999
Skills
Fixed Income, Asset Management, Portfolio Management, Financial Modeling, Valuation, Credit Risk, Risk Management, Capital Markets, Derivatives, Securities
Education
London School of Economics and Political Science 1998 — 1999
The Pennsylvania State University 1995 — 1999
Bachelor of Science, Finance and International Business
Fritz Rigoni's UBS Experience January 1963 - August 1992
Job Unternehmensinhaber Sunneschlössli
Industry Hospitality
Experience
Sunneschlössli September 1992 - Present
UBS January 1963 - August 1992
Education
London School of Economics and Political Science 1966 — 1967
Diplom
Kollegium St, Michael, Zug 1959 — 1963
Diplom
Sunneschlössli September 1992 - Present
UBS January 1963 - August 1992
Education
London School of Economics and Political Science 1966 — 1967
Diplom
Kollegium St, Michael, Zug 1959 — 1963
Diplom
Vicente Mataix-Pastor's UBS Experience May 2007 - January 2013
Job Quantitative Risk Analyst at Deutsche Bank
Industry Financial Services
Experience
UBS May 2007 - January 2013
Education
The London School of Economics and Political Science (LSE) 1996 — 1999
Bsc Maths and Economics, Maths, Economics
UBS May 2007 - January 2013
Education
The London School of Economics and Political Science (LSE) 1996 — 1999
Bsc Maths and Economics, Maths, Economics
John Sakowicz's UBS Experience January 2004 - September 2007
Job radio show host at KZYX
Industry Broadcast Media
Experience
KZYX March 2008 - Present
UBS January 2004 - September 2007
Dean Witter September 1985 - June 1988
Skills
hedge fund management, alternative trading..., electronic..., cybersecurity, disruptive technology, dark pools of liquidity, the shadow banking..., Islamic finance, the Iranian Oil Bourse, the Tehran Stock...
Education
The Johns Hopkins University 1973 — 1979
MA, Humanities Center
KZYX March 2008 - Present
UBS January 2004 - September 2007
Dean Witter September 1985 - June 1988
Skills
hedge fund management, alternative trading..., electronic..., cybersecurity, disruptive technology, dark pools of liquidity, the shadow banking..., Islamic finance, the Iranian Oil Bourse, the Tehran Stock...
Education
The Johns Hopkins University 1973 — 1979
MA, Humanities Center
Arun Kalra's UBS Experience April 2014 - Present
Job Director IB Compensation at UBS
Industry Investment Banking
Experience
UBS April 2014 - Present
UBS March 2012 - April 2014
UBS September 2010 - March 2012
Skills
Total Rewards Strategies, Deferred Compensation, Market Data, Microsoft Office, Strategic Planning, Leadership, Business Strategy, Project Management
Education
The London School of Economics and Political Science (LSE) 2007 — 2010
Bachelor's degree, Human Resource Management and Employment Relations, Upper Second Class
UBS April 2014 - Present
UBS March 2012 - April 2014
UBS September 2010 - March 2012
Skills
Total Rewards Strategies, Deferred Compensation, Market Data, Microsoft Office, Strategic Planning, Leadership, Business Strategy, Project Management
Education
The London School of Economics and Political Science (LSE) 2007 — 2010
Bachelor's degree, Human Resource Management and Employment Relations, Upper Second Class
Katrin Lau Hoi Yan's UBS Experience July 2013 - November 2013
Job Macquarie Capital China Coverage Summer Analyst at Macquarie Group
Industry Financial Services
Experience
Macquarie Group June 2015 - Present
Commerzbank AG October 2014 - June 2015
JPMorgan Chase June 2014 - August 2014
AIESEC in HKUST January 2013 - December 2013
UBS July 2013 - November 2013
Brewer Science June 2013 - August 2013
The Hong Kong University of Science and Technology 2012 - 2013
Skills
Microsoft Office, Windows, Mac OS X, SQL, Team-oriented, OS X
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Exchange with Wharton School of Business, Accounting and Finance
The Hong Kong University of Science and Technology 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting
Maryknoll Convent School (Secondary Section) 2005 — 2012
Macquarie Group June 2015 - Present
Commerzbank AG October 2014 - June 2015
JPMorgan Chase June 2014 - August 2014
AIESEC in HKUST January 2013 - December 2013
UBS July 2013 - November 2013
Brewer Science June 2013 - August 2013
The Hong Kong University of Science and Technology 2012 - 2013
Skills
Microsoft Office, Windows, Mac OS X, SQL, Team-oriented, OS X
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Exchange with Wharton School of Business, Accounting and Finance
The Hong Kong University of Science and Technology 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting
Maryknoll Convent School (Secondary Section) 2005 — 2012
Michael S Matthews's UBS Experience July 1992 - Present
Job Managing Director | Wealth Management and Senior Portfolio Manager, Portfolio Management Program at UBS
Industry Financial Services
Experience
UBS July 1992 - Present
Education
The Ohio State University
Accounting
UBS July 1992 - Present
Education
The Ohio State University
Accounting
Stephanie Atkins's UBS Experience October 1990 - April 1991
Job at Avenir Corporation
Industry Investment Management
Experience
Avenir Corporation January 2015 - Present
Ashmore Equities Investment Management, LLC September 2009 - Present
Emerging Markets Management, L.L.C. September 1999 - September 2009
Emerging Markets Management, L.L.C. November 1993 - February 1997
Emerging Markets Management, L.L.C. June 1991 - November 1993
UBS October 1990 - April 1991
UBS March 1990 - October 1990
James Capel Incorporated December 1988 - March 1990
The First Boston Corporation April 1986 - December 1988
Skills
Financial Services, Management, Equities, Emerging Markets, Marketing, Investments, Finance, Hedge Funds, Bloomberg, Capital Markets, Investment Management
Education
The George Washington University - School of Business 1990 — 1993
Master of Business Administration (M.B.A.), Finance, General
University of Virginia 1980 — 1984
Bachelor of Arts (BA), Music (with concentrations in Accounting and Spanish)
Avenir Corporation January 2015 - Present
Ashmore Equities Investment Management, LLC September 2009 - Present
Emerging Markets Management, L.L.C. September 1999 - September 2009
Emerging Markets Management, L.L.C. November 1993 - February 1997
Emerging Markets Management, L.L.C. June 1991 - November 1993
UBS October 1990 - April 1991
UBS March 1990 - October 1990
James Capel Incorporated December 1988 - March 1990
The First Boston Corporation April 1986 - December 1988
Skills
Financial Services, Management, Equities, Emerging Markets, Marketing, Investments, Finance, Hedge Funds, Bloomberg, Capital Markets, Investment Management
Education
The George Washington University - School of Business 1990 — 1993
Master of Business Administration (M.B.A.), Finance, General
University of Virginia 1980 — 1984
Bachelor of Arts (BA), Music (with concentrations in Accounting and Spanish)
Roshan Patel's UBS Experience May 2013 - August 2013
Job Masters in Finance Candidate at Vanderbilt University Owen Graduate School of Management
Industry
Experience
Cranbrook Capital April 2014 - August 2014
UBS May 2013 - August 2013
George Washington University Biophysics Laboratory September 2011 - October 2012
Allergan May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, C++, Matlab, Mathematica, Java
Education
Vanderbilt University 2014 — 2015
Master of Science (M.S.), Finance
The George Washington University 2010 — 2014
Bachelor of Science (BS), Mathematics, Physics
Cranbrook Capital April 2014 - August 2014
UBS May 2013 - August 2013
George Washington University Biophysics Laboratory September 2011 - October 2012
Allergan May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, C++, Matlab, Mathematica, Java
Education
Vanderbilt University 2014 — 2015
Master of Science (M.S.), Finance
The George Washington University 2010 — 2014
Bachelor of Science (BS), Mathematics, Physics
Erick Bergquist's UBS Experience 2009 - 2012
Job Lead Organizer & Enrollment Specialist, Manhattan & Staten Island, PreK for All Outreach Team, NYC Dept. of Education
Industry Political Organization
Experience
Pre-K for All Outreach Team, NYC Department of Education May 2014 - Present
NYC Department of Education, Office of Early Childhood Development April 2014 - May 2014
New Yorkers for de Blasio April 2013 - November 2013
UBS 2009 - 2012
Morgan Stanley 2007 - 2008
Buyouts magazine 2006 - 2007
American Banker 2000 - 2006
Le Monde 1996 - 1996
Le Monde Diplomatique 1992 - 1992
Skills
Writing, Editing, Copy Editing, Public Speaking, Research, Feature Articles, French, Proofreading, Blogging, Books, Social Media, Strategic Communications, Newspapers, Press Releases, Politics, Publications
Education
Yale University 1995 — 1998
Master of Arts (M.A.), French Language and Literature
University of Geneva 1994 — 1995
Fulbright Scholar, European History, N/A
The Johns Hopkins University 1990 — 1994
Bachelor's degree, History and French, Honors
Pre-K for All Outreach Team, NYC Department of Education May 2014 - Present
NYC Department of Education, Office of Early Childhood Development April 2014 - May 2014
New Yorkers for de Blasio April 2013 - November 2013
UBS 2009 - 2012
Morgan Stanley 2007 - 2008
Buyouts magazine 2006 - 2007
American Banker 2000 - 2006
Le Monde 1996 - 1996
Le Monde Diplomatique 1992 - 1992
Skills
Writing, Editing, Copy Editing, Public Speaking, Research, Feature Articles, French, Proofreading, Blogging, Books, Social Media, Strategic Communications, Newspapers, Press Releases, Politics, Publications
Education
Yale University 1995 — 1998
Master of Arts (M.A.), French Language and Literature
University of Geneva 1994 — 1995
Fulbright Scholar, European History, N/A
The Johns Hopkins University 1990 — 1994
Bachelor's degree, History and French, Honors
Penelope Simon's UBS Experience 2005 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
UBS 2005 - 2013
JPMorgan Chase October 1984 - May 2005
Skills
Credit Risk, Operations Management, Product Development, Retail Banking, Private Banking, Sales Management, Mortgage Lending, Banking, Risk Management, Mergers & Acquisitions, Loans, Portfolio Management, Credit, Financial Services, Securities, Fixed Income, Capital Markets, Management, Investments, Loan Origination, Credit Analysis, Financial Risk, Series 7, Mortgage Banking, Asset Management, Residential Mortgages, Finance, Relationship Management, AML, Investment Banking, Commercial Lending, Consumer Lending, Wealth Management, Commercial Banking, Cash Management, Underwriting, Executive Management, Refinance, Treasury Management, Wealth Management...
Education
The George Washington University 1970 — 1974
Bachelor of Education (B.Ed.), Elementary Education and Teaching
UBS 2005 - 2013
JPMorgan Chase October 1984 - May 2005
Skills
Credit Risk, Operations Management, Product Development, Retail Banking, Private Banking, Sales Management, Mortgage Lending, Banking, Risk Management, Mergers & Acquisitions, Loans, Portfolio Management, Credit, Financial Services, Securities, Fixed Income, Capital Markets, Management, Investments, Loan Origination, Credit Analysis, Financial Risk, Series 7, Mortgage Banking, Asset Management, Residential Mortgages, Finance, Relationship Management, AML, Investment Banking, Commercial Lending, Consumer Lending, Wealth Management, Commercial Banking, Cash Management, Underwriting, Executive Management, Refinance, Treasury Management, Wealth Management...
Education
The George Washington University 1970 — 1974
Bachelor of Education (B.Ed.), Elementary Education and Teaching
Greg Dutton's UBS Experience August 2015 - Present
Job Training Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS August 2015 - Present
Worthington Industries June 2014 - August 2015
Education
The Ohio State University 2010 — 2014
Bachelor’s Degree, Strategic Communications
UBS August 2015 - Present
Worthington Industries June 2014 - August 2015
Education
The Ohio State University 2010 — 2014
Bachelor’s Degree, Strategic Communications
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.