UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
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UBS Employees
Employee
Years
Job
Industry
Cynthia Xu Cynthia Xu's UBS Experience 2010 - 2011
Job Business Development at Tencent
Industry Internet
Experience
Tencent July 2015 - Present
Peek.com October 2014 - December 2014
Amazon June 2014 - August 2014
Credit Suisse 2011 - 2013
UBS 2010 - 2011
The Berkeley Group 2009 - 2010
UBS 2009 - 2009
Haas School of Business, UC Berkeley 2008 - 2008
Merrill Lynch 2007 - 2008
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation, Emerging Markets, Private Equity, Chinese, Financial Analysis, Bloomberg, Data Analysis, Economics, Technology, Internet Services
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA), Management, Graduated with Honors
University of California, Berkeley 2006 — 2010
Bachelor of Arts, Economics, Minor in Chinese Language
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
Bachelor of Science, Business Administration
The University of Hong Kong 2008 — 2008
Social Science, Economics
Tencent July 2015 - Present
Peek.com October 2014 - December 2014
Amazon June 2014 - August 2014
Credit Suisse 2011 - 2013
UBS 2010 - 2011
The Berkeley Group 2009 - 2010
UBS 2009 - 2009
Haas School of Business, UC Berkeley 2008 - 2008
Merrill Lynch 2007 - 2008
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation, Emerging Markets, Private Equity, Chinese, Financial Analysis, Bloomberg, Data Analysis, Economics, Technology, Internet Services
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA), Management, Graduated with Honors
University of California, Berkeley 2006 — 2010
Bachelor of Arts, Economics, Minor in Chinese Language
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
Bachelor of Science, Business Administration
The University of Hong Kong 2008 — 2008
Social Science, Economics
Stanis Giovanni Stanis Giovanni's UBS Experience June 2007 - August 2007
Job Product Manager at Shipwire Inc.
Industry Internet
Experience
Shipwire Inc., an Ingram Micro Company January 2015 - Present
GraphScience 2014 - 2014
Shipwire, Inc. June 2013 - August 2013
Goldman Sachs July 2008 - May 2012
UBS June 2007 - August 2007
Silver Peak Systems May 2006 - August 2006
Skills
Product Management, SQL, Digital Marketing, Ad Tech, NoSQL, Project Management, Agile Methodologies, Python, Software Development, Business Strategy, Data Analysis, Strategy, Analytics, Business Analysis, Program Management, Requirements Analysis, Cross-functional Team..., Product Development, Java, Microsoft Excel, Perl, XML, HTML, JIRA, Cloud Computing, Financial Modeling, E-commerce, Start-ups, Competitive Analysis, Analysis
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.), General Management
University of Michigan 2004 — 2008
Bachelor of Science (BSc), Major: Electrical Engineering; Minor: Mathematics
Kanisius
Shipwire Inc., an Ingram Micro Company January 2015 - Present
GraphScience 2014 - 2014
Shipwire, Inc. June 2013 - August 2013
Goldman Sachs July 2008 - May 2012
UBS June 2007 - August 2007
Silver Peak Systems May 2006 - August 2006
Skills
Product Management, SQL, Digital Marketing, Ad Tech, NoSQL, Project Management, Agile Methodologies, Python, Software Development, Business Strategy, Data Analysis, Strategy, Analytics, Business Analysis, Program Management, Requirements Analysis, Cross-functional Team..., Product Development, Java, Microsoft Excel, Perl, XML, HTML, JIRA, Cloud Computing, Financial Modeling, E-commerce, Start-ups, Competitive Analysis, Analysis
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.), General Management
University of Michigan 2004 — 2008
Bachelor of Science (BSc), Major: Electrical Engineering; Minor: Mathematics
Kanisius
Ed Hulina Ed Hulina's UBS Experience February 2009 - October 2011
Job Managing Director, Head of FX Distribution, Americas at RBS Markets & International Banking
Industry Investment Banking
Experience
RBS Markets & International Banking October 2012 - Present
UBS February 2009 - October 2011
UBS August 2004 - February 2009
FXall November 2002 - June 2007
UBS February 2003 - August 2004
UBS February 2000 - February 2003
UBS June 1996 - February 2000
UBS August 1991 - June 1996
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Executive MBA Program, Barcelona & Chicago
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Finance - College of Business
The University of Stirling 1990 — 1990
Study abroad program in Scotland
RBS Markets & International Banking October 2012 - Present
UBS February 2009 - October 2011
UBS August 2004 - February 2009
FXall November 2002 - June 2007
UBS February 2003 - August 2004
UBS February 2000 - February 2003
UBS June 1996 - February 2000
UBS August 1991 - June 1996
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Executive MBA Program, Barcelona & Chicago
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Finance - College of Business
The University of Stirling 1990 — 1990
Study abroad program in Scotland
Gavin Falk's UBS Experience September 1999 - March 2002
Job Pediatric Surgery Fellow, Nicklaus Children's Hospital
Industry Hospital & Health Care
Experience
Miami Children's Hospital July 2014 - Present
Cleveland Clinic July 2009 - June 2014
Royal College of Surgeons in Ireland 2008 - 2010
Beaumont Hospital July 2008 - June 2009
Citi May 2002 - September 2003
UBS September 1999 - March 2002
Ngee Ann Polytechnic July 1997 - June 1998
Skills
Healthcare, Disease, Data Analysis, Research, Statistics, General Surgery, Surgery, Epidemiology, Teaching, Pediatric Surgery, Biotechnology, ICU, Endoscopy, Informatics, Emerging Markets, Pediatrics, Neuroscience, Surgical Oncology, Cardiology, Emergency Medicine, Critical Care, EMR, Board Certified, Molecular Biology, Diabetes, Critical Care Medicine, Minimally Invasive..., FX Options, Derivatives, Laparoscopic Surgery, Radiology, Medical Imaging, Clinical Research, Hospitals, Medical Education, Medicine, Healthcare Management, Public Health, Healthcare Information..., Patient Safety, Medical Research
Education
Royal College of Surgeons in Ireland 2003 — 2008
MB BCh BAO BMedSci, Medicine
The University of Edinburgh 1998 — 1999
Master of Science (MSc), Financial Mathematics, with Distinction
University College Dublin 1996 — 1997
MEconSc, Econometrics and Quantitative Economics
Trinity College, Dublin 1991 — 1996
Bachelor of Arts (B.A.), Mathematics & Economics
Bandon Grammar School
Bandon Grammar School
Miami Children's Hospital July 2014 - Present
Cleveland Clinic July 2009 - June 2014
Royal College of Surgeons in Ireland 2008 - 2010
Beaumont Hospital July 2008 - June 2009
Citi May 2002 - September 2003
UBS September 1999 - March 2002
Ngee Ann Polytechnic July 1997 - June 1998
Skills
Healthcare, Disease, Data Analysis, Research, Statistics, General Surgery, Surgery, Epidemiology, Teaching, Pediatric Surgery, Biotechnology, ICU, Endoscopy, Informatics, Emerging Markets, Pediatrics, Neuroscience, Surgical Oncology, Cardiology, Emergency Medicine, Critical Care, EMR, Board Certified, Molecular Biology, Diabetes, Critical Care Medicine, Minimally Invasive..., FX Options, Derivatives, Laparoscopic Surgery, Radiology, Medical Imaging, Clinical Research, Hospitals, Medical Education, Medicine, Healthcare Management, Public Health, Healthcare Information..., Patient Safety, Medical Research
Education
Royal College of Surgeons in Ireland 2003 — 2008
MB BCh BAO BMedSci, Medicine
The University of Edinburgh 1998 — 1999
Master of Science (MSc), Financial Mathematics, with Distinction
University College Dublin 1996 — 1997
MEconSc, Econometrics and Quantitative Economics
Trinity College, Dublin 1991 — 1996
Bachelor of Arts (B.A.), Mathematics & Economics
Bandon Grammar School
Bandon Grammar School
Steve Choi's UBS Experience September 2010 - May 2011
Job Senior Analyst
Industry Financial Services
Experience
Hyundai Capital America December 2013 - Present
Optiver March 2013 - May 2013
Allianz Global Investors June 2012 - August 2012
UBS September 2010 - May 2011
KCG Holdings, Inc. June 2010 - August 2010
Skills
Bloomberg Terminal, Bloomberg, Capital IQ, Financial Modeling, Financial Analysis, Business Strategy, Strategy, Data Analysis, Finance, Options, Due Diligence, Korean, Economics, Teamwork, Microsoft Office, Options Strategies, Investments, Process Improvement, Risk Management, Credit, Corporate Development
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Bachelor of Science (B.Sc.), Finance and Economics
The University of Hong Kong 2011 — 2011
Exchange Program, Finance and Economics
Hyundai Capital America December 2013 - Present
Optiver March 2013 - May 2013
Allianz Global Investors June 2012 - August 2012
UBS September 2010 - May 2011
KCG Holdings, Inc. June 2010 - August 2010
Skills
Bloomberg Terminal, Bloomberg, Capital IQ, Financial Modeling, Financial Analysis, Business Strategy, Strategy, Data Analysis, Finance, Options, Due Diligence, Korean, Economics, Teamwork, Microsoft Office, Options Strategies, Investments, Process Improvement, Risk Management, Credit, Corporate Development
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Bachelor of Science (B.Sc.), Finance and Economics
The University of Hong Kong 2011 — 2011
Exchange Program, Finance and Economics
Claire Holman Claire Holman's UBS Experience May 2011 - August 2011
Job Middle School Teacher
Industry Primary/Secondary Education
Experience
St. Thomas Aquinas School June 2014 - Present
Omni Hotels July 2013 - February 2014
University of Dallas August 2011 - May 2013
University of Dallas August 2011 - May 2013
University of Dallas February 2011 - May 2013
World Affairs Council of Dallas/Fort Worth May 2012 - August 2012
UBS May 2011 - August 2011
John Harvard Academy May 2011 - August 2011
Boney's Bayside Market April 2009 - August 2010
Skills
Critical Thinking, Event Planning, Microsoft Word, Microsoft Excel, Customer Service, Warm Calling, Administrative Office..., Budgets, Higher Education, Research, Tutoring, Public Speaking, Time Management
Education
The University of Dallas 2009 — 2013
Bachelor of Arts, Business, Senior
St. Thomas Aquinas School June 2014 - Present
Omni Hotels July 2013 - February 2014
University of Dallas August 2011 - May 2013
University of Dallas August 2011 - May 2013
University of Dallas February 2011 - May 2013
World Affairs Council of Dallas/Fort Worth May 2012 - August 2012
UBS May 2011 - August 2011
John Harvard Academy May 2011 - August 2011
Boney's Bayside Market April 2009 - August 2010
Skills
Critical Thinking, Event Planning, Microsoft Word, Microsoft Excel, Customer Service, Warm Calling, Administrative Office..., Budgets, Higher Education, Research, Tutoring, Public Speaking, Time Management
Education
The University of Dallas 2009 — 2013
Bachelor of Arts, Business, Senior
Donald Pogan Donald Pogan's UBS Experience September 2008 - January 2013
Job Director, Trading & Operations at Navian Capital
Industry Financial Services
Experience
Navian Capital (rebranded from CD Funding) January 2013 - Present
UBS September 2008 - January 2013
Skills
Investments
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
B.S.B.A., Finance
Navian Capital (rebranded from CD Funding) January 2013 - Present
UBS September 2008 - January 2013
Skills
Investments
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
B.S.B.A., Finance
Nicholas Brosky Nicholas Brosky's UBS Experience June 2013 - Present
Job Senior Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS June 2013 - Present
UBS December 2011 - June 2013
Citi Personal Wealth Management February 2010 - June 2011
Oppenheimer & Co. Inc. August 2009 - February 2010
Skills
Wealth Management, Portfolio Management, Series 7, Strategy, Asset Allocation, Series 63, Asset Management
Education
The Ohio State University Fisher College of Business 2002 — 2006
BSBA, Finance, General
UBS June 2013 - Present
UBS December 2011 - June 2013
Citi Personal Wealth Management February 2010 - June 2011
Oppenheimer & Co. Inc. August 2009 - February 2010
Skills
Wealth Management, Portfolio Management, Series 7, Strategy, Asset Allocation, Series 63, Asset Management
Education
The Ohio State University Fisher College of Business 2002 — 2006
BSBA, Finance, General
Richard Ziegelasch Richard Ziegelasch's UBS Experience November 1994 - April 2010
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse April 2010 - Present
UBS November 1994 - April 2010
Education
The University of Georgia 1979 — 1983
Bachelor of Business Administration (B.B.A.), Marketing
Credit Suisse April 2010 - Present
UBS November 1994 - April 2010
Education
The University of Georgia 1979 — 1983
Bachelor of Business Administration (B.B.A.), Marketing
Manuel Rudolf Manuel Rudolf's UBS Experience November 2012 - Present
Job Head Swiss Corporate Desk bei UBS
Industry Financial Services
Experience
UBS November 2012 - Present
UBS July 2009 - October 2012
UBS August 2007 - June 2009
UBS May 2005 - March 2006
Kinobetriebe Walch AG February 2003 - December 2005
UBS December 2000 - May 2002
Skills
Corporate Finance, Debt Restructuring, Debt Management, Workout, Mortgage Lending, Commercial Mortgages, Strategic Negotiations, Commercial Leasing, Commercial Banking, Trade and Export Finance, Cash-flow Management, Factoring, Structured Finance, Strategic Planning, Depotverwaltung, Strukturierte..., Unternehmensfinanzierung, Risk Management
Education
Universität Zürich 2009 — 2010
CAS in Finance, Bank- und Finanzdienstleistungen
Universität Basel 2002 — 2007
lic. iur. Jurisprudenz, Recht
Albert-Ludwigs-Universität Freiburg im Breisgau 2003 — 2004
Bachelor of Arts (BA), Europäische Studien/Zivilisation
London School of English
UBS November 2012 - Present
UBS July 2009 - October 2012
UBS August 2007 - June 2009
UBS May 2005 - March 2006
Kinobetriebe Walch AG February 2003 - December 2005
UBS December 2000 - May 2002
Skills
Corporate Finance, Debt Restructuring, Debt Management, Workout, Mortgage Lending, Commercial Mortgages, Strategic Negotiations, Commercial Leasing, Commercial Banking, Trade and Export Finance, Cash-flow Management, Factoring, Structured Finance, Strategic Planning, Depotverwaltung, Strukturierte..., Unternehmensfinanzierung, Risk Management
Education
Universität Zürich 2009 — 2010
CAS in Finance, Bank- und Finanzdienstleistungen
Universität Basel 2002 — 2007
lic. iur. Jurisprudenz, Recht
Albert-Ludwigs-Universität Freiburg im Breisgau 2003 — 2004
Bachelor of Arts (BA), Europäische Studien/Zivilisation
London School of English
Annie Van Bebber, PHR's UBS Experience May 2008 - August 2008
Job Human Resources Generalist at Via Christi Health
Industry Human Resources
Experience
Via Christi Health September 2014 - Present
Via Christi Health July 2012 - September 2014
Northwestern Mutual 2010 - 2012
UBS May 2008 - August 2008
Skills
Recruiting, Coaching, College Recruiting, Sourcing, Relationship Management
Education
The University of Kansas 2005 — 2010
Bachelor of Science, Finance, Management and Leadership
Via Christi Health September 2014 - Present
Via Christi Health July 2012 - September 2014
Northwestern Mutual 2010 - 2012
UBS May 2008 - August 2008
Skills
Recruiting, Coaching, College Recruiting, Sourcing, Relationship Management
Education
The University of Kansas 2005 — 2010
Bachelor of Science, Finance, Management and Leadership
Anita Ortiz Anita Ortiz's UBS Experience April 2003 - October 2005
Job Managing Partner at 9Locals Investments LLC
Industry Financial Services
Experience
9Locals Investments LLC September 2013 - Present
Photographer April 2011 - January 2015
Morgan Stanley July 2006 - April 2011
UBS April 2003 - October 2005
Merrill Lynch December 1999 - August 2001
Merrill Lynch 1992 - 1999
Skills
Banking, Credit, Mortgage Lending, Loans, Securities Lending, Product Development, Product Management, Private Banking, Wealth Management, Series 7, Credit Analysis, Management, Business Development, Series 63, Financial Advisory, Finance, Marketing, Financial Risk, Financial Services, Forecasting, Portfolio Management
Education
The University of Chicago - Booth School of Business 2003 — 2006
Master of Business Administration (MBA), Concentrations in Finance, Marketing and Strategy
The University of Texas at Austin - Red McCombs School of Business 1988 — 1992
BBA, Accounting
9Locals Investments LLC September 2013 - Present
Photographer April 2011 - January 2015
Morgan Stanley July 2006 - April 2011
UBS April 2003 - October 2005
Merrill Lynch December 1999 - August 2001
Merrill Lynch 1992 - 1999
Skills
Banking, Credit, Mortgage Lending, Loans, Securities Lending, Product Development, Product Management, Private Banking, Wealth Management, Series 7, Credit Analysis, Management, Business Development, Series 63, Financial Advisory, Finance, Marketing, Financial Risk, Financial Services, Forecasting, Portfolio Management
Education
The University of Chicago - Booth School of Business 2003 — 2006
Master of Business Administration (MBA), Concentrations in Finance, Marketing and Strategy
The University of Texas at Austin - Red McCombs School of Business 1988 — 1992
BBA, Accounting
Rick McCosh P. Eng. FCIM Rick McCosh P. Eng. FCIM's UBS Experience 2009 - Present
Job Business Development, Market Intelligence, Strategic Planning in Mining, Oil & Energy, Construction, Industrial Sectors
Industry Mining & Metals
Experience
UBS 2009 - Present
Universal Business Services January 1992 - August 2013
MDH Engineered Solutions Inc 2008 - 2009
F. D. McCosh Resource Consultants Ltd. 1984 - 2007
Geomatics Inc. 1992 - 1994
Skills
New Business Development, Market Intelligence, Strategic Planning, Mining, Engineering Geology, Market Research, Market Planning, Contact Management, Opening New Markets, Marketing Strategy, Industry Marketing, Identifying New..., Building Relationships, Technical Leadership, Management Consulting, Oil Sands, Project Management, Mineral Processing, Mineral Exploration, Management, Industrial Sector, Business Development, Leadership, Social Media, Social Media Marketing, Social Networking, CRM, Analysis, Engineering, Energy, Risk Management, Public Speaking, Business Strategy, Training, Competitive Analysis, Team Building, Proposal Writing, New Business...
Education
Calgary Centre for Positive Living 1997 — 2007
Completed Ministerial Training
Intelichi 2004 — 2005
Executive Coaching
The University of British Columbia 1968 — 1973
B. A. Sc.
UBS 2009 - Present
Universal Business Services January 1992 - August 2013
MDH Engineered Solutions Inc 2008 - 2009
F. D. McCosh Resource Consultants Ltd. 1984 - 2007
Geomatics Inc. 1992 - 1994
Skills
New Business Development, Market Intelligence, Strategic Planning, Mining, Engineering Geology, Market Research, Market Planning, Contact Management, Opening New Markets, Marketing Strategy, Industry Marketing, Identifying New..., Building Relationships, Technical Leadership, Management Consulting, Oil Sands, Project Management, Mineral Processing, Mineral Exploration, Management, Industrial Sector, Business Development, Leadership, Social Media, Social Media Marketing, Social Networking, CRM, Analysis, Engineering, Energy, Risk Management, Public Speaking, Business Strategy, Training, Competitive Analysis, Team Building, Proposal Writing, New Business...
Education
Calgary Centre for Positive Living 1997 — 2007
Completed Ministerial Training
Intelichi 2004 — 2005
Executive Coaching
The University of British Columbia 1968 — 1973
B. A. Sc.
Robert Dubil's UBS Experience 1996 - 1999
Job Associate Professor (Lect) of Finance at Univeristy of Utah
Industry Financial Services
Experience
University of Utah 2005 - Present
HedgeStreet 2005 - 2007
Merrill Lynch 1999 - 2001
UBS 1996 - 1999
Chase Manhattan 1994 - 1996
Merrill Lynch 1992 - 1994
Nomura 1990 - 1992
J.P. Morgan 1989 - 1990
Skills
Equities, Capital Markets, Investments, Risk Management, Derivatives, Options, Hedge Funds, Fixed Income, Quantitative Finance, Valuation, Financial Modeling, Finance, Market Risk, Trading, Economics, Quantitative Analytics, Equity Derivatives, Econometrics, Corporate Finance, Investment Banking, Statistics, Financial Analysis, Portfolio Management
Education
The University of Connecticut School of Business 2000 — 2001
PhD, Finance
University of Pennsylvania - The Wharton School 1987 — 1990
MA, ABD, Finance
The University of Connecticut School of Business 1985 — 1987
MBA
Universiteit van Tilburg 1984 — 1985
European Union Economics & Law Certificate
University of Utah 2005 - Present
HedgeStreet 2005 - 2007
Merrill Lynch 1999 - 2001
UBS 1996 - 1999
Chase Manhattan 1994 - 1996
Merrill Lynch 1992 - 1994
Nomura 1990 - 1992
J.P. Morgan 1989 - 1990
Skills
Equities, Capital Markets, Investments, Risk Management, Derivatives, Options, Hedge Funds, Fixed Income, Quantitative Finance, Valuation, Financial Modeling, Finance, Market Risk, Trading, Economics, Quantitative Analytics, Equity Derivatives, Econometrics, Corporate Finance, Investment Banking, Statistics, Financial Analysis, Portfolio Management
Education
The University of Connecticut School of Business 2000 — 2001
PhD, Finance
University of Pennsylvania - The Wharton School 1987 — 1990
MA, ABD, Finance
The University of Connecticut School of Business 1985 — 1987
MBA
Universiteit van Tilburg 1984 — 1985
European Union Economics & Law Certificate
Vivian Huiwen Li's UBS Experience June 2013 - August 2013
Job Equities Data Analyst Corporate Actions and Dividends at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP June 2014 - Present
UBS June 2013 - August 2013
Con Edison February 2013 - June 2013
Statera Capital October 2012 - February 2013
Social Entrepreneur Corps January 2013 - January 2013
ThinkImpact May 2012 - August 2012
Northwestern Mutual March 2011 - January 2012
Citi June 2009 - August 2009
Skills
Excel, PowerPoint, Teaching, Microsoft Excel, Microsoft Office, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Finance and Marketing with a minor in Social Entrepreneurship
The University of Hong Kong 2013 — 2014
New York University Study Abroad in Florence 2011 — 2011
John Dewey High School 2006 — 2010
Class of 2010 Salutatorian
Bloomberg LP June 2014 - Present
UBS June 2013 - August 2013
Con Edison February 2013 - June 2013
Statera Capital October 2012 - February 2013
Social Entrepreneur Corps January 2013 - January 2013
ThinkImpact May 2012 - August 2012
Northwestern Mutual March 2011 - January 2012
Citi June 2009 - August 2009
Skills
Excel, PowerPoint, Teaching, Microsoft Excel, Microsoft Office, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Finance and Marketing with a minor in Social Entrepreneurship
The University of Hong Kong 2013 — 2014
New York University Study Abroad in Florence 2011 — 2011
John Dewey High School 2006 — 2010
Class of 2010 Salutatorian
Barry Kirschner Barry Kirschner's UBS Experience June 1992 - March 1994
Job Executive Director at The Valerie Fund
Industry Fund-Raising
Experience
The Valerie Fund 2003 - Present
Chase Government Securities Trading March 1994 - September 1996
UBS June 1992 - March 1994
Donaldson, Lufkin & Jenrette June 1990 - June 1992
Merrill Lynch 1982 - 1990
CBS - Columbia House 1977 - 1980
CBS - Columbia House 1977 - 1980
Skills
Volunteer Management, Nonprofits, Event Planning, Fundraising, Raiser's Edge, Event Management, Philanthropy, Press Releases, Prospect Research, Grant Writing, Public Relations, Grants, Board Development, Facebook, Social Media, Program Development, Non-profit..., Social Media Marketing, Editing, Public Speaking, Finance, Leadership
Education
University of Chicago Graduate School of Business 1980 — 1982
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1973 — 1977
Bachelor of Science (B.S.), Economics
The Valerie Fund 2003 - Present
Chase Government Securities Trading March 1994 - September 1996
UBS June 1992 - March 1994
Donaldson, Lufkin & Jenrette June 1990 - June 1992
Merrill Lynch 1982 - 1990
CBS - Columbia House 1977 - 1980
CBS - Columbia House 1977 - 1980
Skills
Volunteer Management, Nonprofits, Event Planning, Fundraising, Raiser's Edge, Event Management, Philanthropy, Press Releases, Prospect Research, Grant Writing, Public Relations, Grants, Board Development, Facebook, Social Media, Program Development, Non-profit..., Social Media Marketing, Editing, Public Speaking, Finance, Leadership
Education
University of Chicago Graduate School of Business 1980 — 1982
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1973 — 1977
Bachelor of Science (B.S.), Economics
Ryan J. Lehman, CFA, CAIA Ryan J. Lehman, CFA, CAIA's UBS Experience August 2005 - June 2007
Job Director of Investments at Integrated Capital Management, Inc.
Industry Investment Management
Experience
Integrated Capital Management, Inc. July 2014 - Present
John Hancock Financial Services June 2012 - July 2014
Ameriprise Financial Services, Inc. August 2010 - June 2012
The Guardian Life Insurance Company of America (Park Avenue Securities LLC) April 2008 - August 2010
The Vanguard Group July 2007 - April 2008
UBS August 2005 - June 2007
Jacobi Capital Management LLC May 2005 - August 2005
A.G. Edwards & Sons, Inc. January 2005 - May 2005
Skills
Mutual Funds, ETFs, Managed Accounts, Annuities, FactSet, Morningstar Direct, MPI Stylus, Asset Allocation, Equities, Fixed Income, Alternative Investments, Manager Research, Capital Markets, Financial Advisory, Due Diligence, Finance
Education
The University of Chicago Booth School of Business 2011 — 2014
Master of Business Administration (MBA), Analytic Finance, Economics, Statistics & Econometrics
University of Pittsburgh 2002 — 2006
Bachelor of Science (B.S.), Finance, Psychology, Magna Cum Laude
Integrated Capital Management, Inc. July 2014 - Present
John Hancock Financial Services June 2012 - July 2014
Ameriprise Financial Services, Inc. August 2010 - June 2012
The Guardian Life Insurance Company of America (Park Avenue Securities LLC) April 2008 - August 2010
The Vanguard Group July 2007 - April 2008
UBS August 2005 - June 2007
Jacobi Capital Management LLC May 2005 - August 2005
A.G. Edwards & Sons, Inc. January 2005 - May 2005
Skills
Mutual Funds, ETFs, Managed Accounts, Annuities, FactSet, Morningstar Direct, MPI Stylus, Asset Allocation, Equities, Fixed Income, Alternative Investments, Manager Research, Capital Markets, Financial Advisory, Due Diligence, Finance
Education
The University of Chicago Booth School of Business 2011 — 2014
Master of Business Administration (MBA), Analytic Finance, Economics, Statistics & Econometrics
University of Pittsburgh 2002 — 2006
Bachelor of Science (B.S.), Finance, Psychology, Magna Cum Laude
Luke Bartolone Luke Bartolone's UBS Experience June 2007 - August 2007
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank August 2009 - Present
UBS June 2007 - August 2007
Cantor Fitzgerald 2005 - 2006
Skills
Microsoft Office, Bloomberg Terminal, Series 7, Series 63, Market Analysis, Accounting, Financial Analysis, Leveraged Finance, Syndications, Capital Markets..., Capital Markets
Education
The University of Connecticut School of Business 2004 — 2008
Bachelor of Science, Finance
Darien High School
UBS Investment Bank August 2009 - Present
UBS June 2007 - August 2007
Cantor Fitzgerald 2005 - 2006
Skills
Microsoft Office, Bloomberg Terminal, Series 7, Series 63, Market Analysis, Accounting, Financial Analysis, Leveraged Finance, Syndications, Capital Markets..., Capital Markets
Education
The University of Connecticut School of Business 2004 — 2008
Bachelor of Science, Finance
Darien High School
James A. Gaudet's UBS Experience May 2014 - August 2014
Job Financial Analyst Intern at Stanley Black & Decker
Industry Financial Services
Experience
University of Connecticut January 2014 - Present
Stanley Black & Decker May 2015 - August 2015
University of Connecticut Avery Point Facilities May 2013 - January 2015
UBS May 2014 - August 2014
Southeastern Connecticut Rowing Club June 2012 - January 2013
Integrated Health & Performance February 2012 - June 2012
Skills
Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, Communication Skills, Teamwork, Social Networking, Time Management, Finance, Communication, Critical Thinking, Economics, Data Analysis, Market Research, Project Management, Team Leadership, Marketing, Public Speaking, Financial Analysis, Management
Education
The University of Connecticut School of Business 2012 — 2016
Bachelor's degree, Finance, General, Junior
Lyme-Old Lyme High School 2008 — 2012
High School, High School/Secondary Diplomas and Certificates
University of Connecticut January 2014 - Present
Stanley Black & Decker May 2015 - August 2015
University of Connecticut Avery Point Facilities May 2013 - January 2015
UBS May 2014 - August 2014
Southeastern Connecticut Rowing Club June 2012 - January 2013
Integrated Health & Performance February 2012 - June 2012
Skills
Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, Communication Skills, Teamwork, Social Networking, Time Management, Finance, Communication, Critical Thinking, Economics, Data Analysis, Market Research, Project Management, Team Leadership, Marketing, Public Speaking, Financial Analysis, Management
Education
The University of Connecticut School of Business 2012 — 2016
Bachelor's degree, Finance, General, Junior
Lyme-Old Lyme High School 2008 — 2012
High School, High School/Secondary Diplomas and Certificates
Cherie Wang's UBS Experience June 2011 - December 2011
Job Associate
Industry Investment Banking
Experience
China Securities Co., Ltd. April 2013 - Present
UBS June 2011 - December 2011
Skills
Market Risk, Financial Modeling, Bloomberg, Financial Risk, Financial Markets, VBA, Quantitative Finance, Fixed Income, Financial Analysis, Derivatives
Education
The University of Connecticut School of Business 2010 — 2011
China Securities Co., Ltd. April 2013 - Present
UBS June 2011 - December 2011
Skills
Market Risk, Financial Modeling, Bloomberg, Financial Risk, Financial Markets, VBA, Quantitative Finance, Fixed Income, Financial Analysis, Derivatives
Education
The University of Connecticut School of Business 2010 — 2011
Emmett Condon Emmett Condon's UBS Experience May 2008 - August 2008
Job Brand Manager at The LEGO Group
Industry Consumer Goods
Experience
LEGO Group August 2014 - Present
LEGO Group January 2013 - July 2014
LEGO Group December 2011 - 2013
The LEGO Group November 2010 - January 2012
The LEGO Group December 2009 - November 2010
The LEGO Group May 2009 - January 2010
LEGO Group January 2009 - May 2009
UBS May 2008 - August 2008
Skills
Forecasting, Sales Operations, Financial Analysis, Project Management, Market Analysis, Marketing, Cross-functional Team...
Education
James Cook University Townsville, Australia
International Business
The University of Connecticut School of Business
Bachelor of Science In Business Administration, International Business Management
The University of Connecticut School of Business
Master of Business Administration (MBA), Marketing Concentration
LEGO Group August 2014 - Present
LEGO Group January 2013 - July 2014
LEGO Group December 2011 - 2013
The LEGO Group November 2010 - January 2012
The LEGO Group December 2009 - November 2010
The LEGO Group May 2009 - January 2010
LEGO Group January 2009 - May 2009
UBS May 2008 - August 2008
Skills
Forecasting, Sales Operations, Financial Analysis, Project Management, Market Analysis, Marketing, Cross-functional Team...
Education
James Cook University Townsville, Australia
International Business
The University of Connecticut School of Business
Bachelor of Science In Business Administration, International Business Management
The University of Connecticut School of Business
Master of Business Administration (MBA), Marketing Concentration
Gregor Dodson's UBS Experience 1998 - 2000
Job Product Manager at Google
Industry Music
Experience
Google April 2012 - Present
IODA November 2007 - March 2012
IODA June 2006 - July 2007
Barclays Global Investors November 2000 - June 2006
UBS 1998 - 2000
Motorola 1996 - 1997
Skills
Software Development, Agile, Music Publishing, Relational Databases, Payment Processing, Financial Analysis, Databases, Integration, Architecture, Enterprise Architecture, Product Management, Scrum, Product Development, Agile Project Management, Music Industry, Financial Data, Data Management, Data Modeling, Perl, Unix, MySQL, Solr, Small Business..., Strategic Partnerships, Web Services, API, Information Architecture, Product Strategy, Business Strategy, SQL, Business Analysis, XML, Requirements Analysis, Strategic Planning, Team Leadership, Digital Media
Education
The University of Edinburgh 1994 — 1998
BEng, Electronics and Electrical Engineering
Elgin Academy
Google April 2012 - Present
IODA November 2007 - March 2012
IODA June 2006 - July 2007
Barclays Global Investors November 2000 - June 2006
UBS 1998 - 2000
Motorola 1996 - 1997
Skills
Software Development, Agile, Music Publishing, Relational Databases, Payment Processing, Financial Analysis, Databases, Integration, Architecture, Enterprise Architecture, Product Management, Scrum, Product Development, Agile Project Management, Music Industry, Financial Data, Data Management, Data Modeling, Perl, Unix, MySQL, Solr, Small Business..., Strategic Partnerships, Web Services, API, Information Architecture, Product Strategy, Business Strategy, SQL, Business Analysis, XML, Requirements Analysis, Strategic Planning, Team Leadership, Digital Media
Education
The University of Edinburgh 1994 — 1998
BEng, Electronics and Electrical Engineering
Elgin Academy
Matthew Reisner Matthew Reisner's UBS Experience June 2011 - June 2012
Job Retirement Investment Specialist at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2012 - Present
UBS June 2011 - June 2012
Skills
Investments, Analysis, Management, Data Analysis, Retirement, Strategy, Real Estate, Investment Management, Insurance, Negotiation, Outlook, Funding
Education
The University of Connecticut School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
University of Maryland College Park 2005 — 2009
Bachelor of Arts (BA)
Prudential Financial June 2012 - Present
UBS June 2011 - June 2012
Skills
Investments, Analysis, Management, Data Analysis, Retirement, Strategy, Real Estate, Investment Management, Insurance, Negotiation, Outlook, Funding
Education
The University of Connecticut School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
University of Maryland College Park 2005 — 2009
Bachelor of Arts (BA)
Philip F. Toohey Philip F. Toohey's UBS Experience October 1984 - Present
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS October 1984 - Present
PricewaterhouseCoopers 1973 - 1976
Skills
Financial Advisory, Private Equity, Insurance, Credit, Due Diligence, Mergers & Acquisitions, Executive Management, Strategic Planning, Strategy, Underwriting, Finance, Business Development
Education
Villanova University 1969 — 1973
BS, Accounting
University of Baltimore 1978 — 1980
MBA, Finance/Marketing
The University of Chicago - Booth School of Business 2010 — 2011
Certified Private Wealth Advisor (CPWA®)
Wharton School of Business 1994 — 1994
Certified Investment Management Analyst (CIMA®)
UBS October 1984 - Present
PricewaterhouseCoopers 1973 - 1976
Skills
Financial Advisory, Private Equity, Insurance, Credit, Due Diligence, Mergers & Acquisitions, Executive Management, Strategic Planning, Strategy, Underwriting, Finance, Business Development
Education
Villanova University 1969 — 1973
BS, Accounting
University of Baltimore 1978 — 1980
MBA, Finance/Marketing
The University of Chicago - Booth School of Business 2010 — 2011
Certified Private Wealth Advisor (CPWA®)
Wharton School of Business 1994 — 1994
Certified Investment Management Analyst (CIMA®)
Benjamin Stewart Benjamin Stewart's UBS Experience June 2011 - August 2011
Job Global Market Strategies at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group January 2014 - Present
UBS Investment Bank June 2011 - December 2013
University of Connecticut- Men's Basketball July 2008 - June 2012
UBS June 2011 - August 2011
R.O. Consignment May 2009 - October 2010
Skills
Leadership, Private Equity, Equities, Investments, Marketing, Microsoft Excel, Investment Banking, Public Speaking, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Valuation, Mergers, Teamwork, Trading, Bloomberg, Corporate Finance, Entrepreneurship, Fundraising, Programming, Ruby on Rails, JavaScript, Python, Software Development, Start-ups
Education
The University of Connecticut School of Business 2008 — 2012
Kent Denver School
The Carlyle Group January 2014 - Present
UBS Investment Bank June 2011 - December 2013
University of Connecticut- Men's Basketball July 2008 - June 2012
UBS June 2011 - August 2011
R.O. Consignment May 2009 - October 2010
Skills
Leadership, Private Equity, Equities, Investments, Marketing, Microsoft Excel, Investment Banking, Public Speaking, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Valuation, Mergers, Teamwork, Trading, Bloomberg, Corporate Finance, Entrepreneurship, Fundraising, Programming, Ruby on Rails, JavaScript, Python, Software Development, Start-ups
Education
The University of Connecticut School of Business 2008 — 2012
Kent Denver School
Jose J. Rodriguez Jose J. Rodriguez's UBS Experience October 2008 - June 2009
Job Managing Partner at Caribbean Private Equity Partners LLC, Partner and Cofounder at Fortaleza Capital Partners LLC
Industry Financial Services
Experience
Fortaleza Capital Partners LLC March 2012 - Present
Caribbean Private Equity Partners LLC 2014 - Present
Advent-Morro Equity Partners August 2011 - March 2012
Advent-Morro Equity Partners June 2010 - September 2010
UBS October 2008 - June 2009
Smith Barney May 2001 - December 2006
Skills
Due Diligence, Private Equity, Valuation, Financial Modeling, Mergers, Alternative Investments, Hedge Funds, Corporate Finance, Investments, Capital Markets, Equities, Fixed Income, Asset Managment, Portfolio Management, Asset Allocation, Financial Analysis, Investment Banking, Venture Capital, Equity Research, Business Valuation, Economics, Entrepreneurship, Corporate Development, LBO, Emerging Markets, Finance, Bloomberg, Asset Management, Mergers
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA
Villanova University 2007 — 2008
Master of Science in Finance, Finance
Villanova University 1997 — 2001
Bachelor of Science in Business Administration, Finance
Fortaleza Capital Partners LLC March 2012 - Present
Caribbean Private Equity Partners LLC 2014 - Present
Advent-Morro Equity Partners August 2011 - March 2012
Advent-Morro Equity Partners June 2010 - September 2010
UBS October 2008 - June 2009
Smith Barney May 2001 - December 2006
Skills
Due Diligence, Private Equity, Valuation, Financial Modeling, Mergers, Alternative Investments, Hedge Funds, Corporate Finance, Investments, Capital Markets, Equities, Fixed Income, Asset Managment, Portfolio Management, Asset Allocation, Financial Analysis, Investment Banking, Venture Capital, Equity Research, Business Valuation, Economics, Entrepreneurship, Corporate Development, LBO, Emerging Markets, Finance, Bloomberg, Asset Management, Mergers
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA
Villanova University 2007 — 2008
Master of Science in Finance, Finance
Villanova University 1997 — 2001
Bachelor of Science in Business Administration, Finance
Wayne Scott Wayne Scott's UBS Experience June 2008 - Present
Job CFP, Vice President, Summit Wealth Consulting Group at UBS
Industry Financial Services
Experience
UBS June 2008 - Present
Provident Bank-National City Bank June 1993 - June 2008
Education
The Ohio State University - The Max M. Fisher College of Business 1983 — 1988
Bachelor's, Marketing
UBS June 2008 - Present
Provident Bank-National City Bank June 1993 - June 2008
Education
The Ohio State University - The Max M. Fisher College of Business 1983 — 1988
Bachelor's, Marketing
Laura Spelling's UBS Experience August 2013 - December 2014
Job Program Manager at Gartner
Industry Financial Services
Experience
Gartner January 2015 - Present
UBS August 2013 - December 2014
Robeks March 2009 - August 2013
UBS June 2012 - August 2012
Roxbury Swim And Tennis Club, Stamford, CT May 2007 - September 2009
Skills
Access, Time Management, Inventory Management, Customer Service, Microsoft Office, Retail, Management, Microsoft Word, Microsoft Excel, PowerPoint, Cash Register, POS, Financial Reporting, Restaurants, Microsoft Office..., Microsoft Visio, Employee Management, New Hire Training, Commnication, Organization, Time, Client Service, Perseverance, Motivation, Teamwork, Problem Solving, Creativity
Education
The University of Connecticut School of Business 2009 — 2013
Bachelor of Science (BS), Business Administration
Westhill High School 2005 — 2009
The University of Connecticut School of Business
Part Time MBA
Gartner January 2015 - Present
UBS August 2013 - December 2014
Robeks March 2009 - August 2013
UBS June 2012 - August 2012
Roxbury Swim And Tennis Club, Stamford, CT May 2007 - September 2009
Skills
Access, Time Management, Inventory Management, Customer Service, Microsoft Office, Retail, Management, Microsoft Word, Microsoft Excel, PowerPoint, Cash Register, POS, Financial Reporting, Restaurants, Microsoft Office..., Microsoft Visio, Employee Management, New Hire Training, Commnication, Organization, Time, Client Service, Perseverance, Motivation, Teamwork, Problem Solving, Creativity
Education
The University of Connecticut School of Business 2009 — 2013
Bachelor of Science (BS), Business Administration
Westhill High School 2005 — 2009
The University of Connecticut School of Business
Part Time MBA
Alex Dover's UBS Experience 2009 - 2010
Job Sonic automotive, the best place to work and shop.
Industry Automotive
Experience
Sonic Automotive June 2015 - Present
Exact May 2014 - December 2014
Walt Disney World 2013 - 2013
PVM Inc 2011 - 2013
Hickman Lawncare 2008 - 2013
UBS 2009 - 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Management, Leadership, Political Campaign..., Sales, Product Management, Teamwork, Microsoft Word, Public Speaking, SaaS, Time Management, PowerPoint, CRM, Enterprise Software, Agile Methodologies
Education
The Ohio State University 2009 — 2014
Agribusiness, Economics, Senior
Sonic Automotive June 2015 - Present
Exact May 2014 - December 2014
Walt Disney World 2013 - 2013
PVM Inc 2011 - 2013
Hickman Lawncare 2008 - 2013
UBS 2009 - 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Management, Leadership, Political Campaign..., Sales, Product Management, Teamwork, Microsoft Word, Public Speaking, SaaS, Time Management, PowerPoint, CRM, Enterprise Software, Agile Methodologies
Education
The Ohio State University 2009 — 2014
Agribusiness, Economics, Senior
Lindsay Boyce Lindsay Boyce's UBS Experience 2009 - 2010
Job Registered Client Service Associate at Longbridge Wealth Advisors, LLC
Industry Financial Services
Experience
Longbridge Wealth Advisors, LLC July 2010 - Present
UBS 2009 - 2010
Merrill Lynch 2007 - 2009
Skills
Series 7, Series 66, Notary Public, Investments, Research, Equity Trading, Mutual Funds, Customer Service, Financial Services, Portfolio Management, Wealth Management, Fixed Income, Banking, Microsoft Excel
Education
The University of Akron 2004 — 2009
Bachelor of Science (B.S.), Personal Finance and International Business
Longbridge Wealth Advisors, LLC July 2010 - Present
UBS 2009 - 2010
Merrill Lynch 2007 - 2009
Skills
Series 7, Series 66, Notary Public, Investments, Research, Equity Trading, Mutual Funds, Customer Service, Financial Services, Portfolio Management, Wealth Management, Fixed Income, Banking, Microsoft Excel
Education
The University of Akron 2004 — 2009
Bachelor of Science (B.S.), Personal Finance and International Business
Kelly Sugrue Kelly Sugrue's UBS Experience June 2013 - August 2013
Job Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2014 - Present
UBS June 2013 - August 2013
Fearman's Inc. June 2012 - July 2012
Jamison Shaw June 2012 - July 2012
D3 Social Media, LLC October 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Social Media Marketing, Marketing, Finance
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
The American Business School of Paris 2013 — 2013
Bachelor of Business Administration (B.B.A.), Finance
The Westminster Schools 2005 — 2010
UBS Investment Bank July 2014 - Present
UBS June 2013 - August 2013
Fearman's Inc. June 2012 - July 2012
Jamison Shaw June 2012 - July 2012
D3 Social Media, LLC October 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Social Media Marketing, Marketing, Finance
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
The American Business School of Paris 2013 — 2013
Bachelor of Business Administration (B.B.A.), Finance
The Westminster Schools 2005 — 2010
David Eckerly's UBS Experience June 2002 - August 2002
Job Group Vice President at Fisher Investments
Industry Investment Management
Experience
Fisher Investments January 2011 - Present
Fisher Investments July 2008 - December 2010
Fisher Investments January 2008 - July 2008
Fisher Investments March 2005 - January 2008
Fisher Investments August 2003 - March 2005
UBS June 2002 - August 2002
JP Morgan August 1999 - August 2001
Robertson, Stephens August 1998 - August 1999
Skills
Corporate Communications, Digital Strategy, Digital Marketing, Public Relations, Content Development, Web Content, Editing, Writing, Portfolio Management, Asset Allocation, Sales Management, Direct Sales, Fundamental Analysis, Equity Research, Equity Trading, Fixed Income Analysis, Public Speaking, Training Delivery, Training Course..., Economics, Capital Markets, Relationship Management, Financial Modeling, Investment Management
Education
The University of Chicago - Booth School of Business 2001 — 2003
Master of Business Administration (MBA)
University of Michigan 1994 — 1998
BBA, Finance
Northville High School 1990 — 1994
Diploma, N/A
Fisher Investments January 2011 - Present
Fisher Investments July 2008 - December 2010
Fisher Investments January 2008 - July 2008
Fisher Investments March 2005 - January 2008
Fisher Investments August 2003 - March 2005
UBS June 2002 - August 2002
JP Morgan August 1999 - August 2001
Robertson, Stephens August 1998 - August 1999
Skills
Corporate Communications, Digital Strategy, Digital Marketing, Public Relations, Content Development, Web Content, Editing, Writing, Portfolio Management, Asset Allocation, Sales Management, Direct Sales, Fundamental Analysis, Equity Research, Equity Trading, Fixed Income Analysis, Public Speaking, Training Delivery, Training Course..., Economics, Capital Markets, Relationship Management, Financial Modeling, Investment Management
Education
The University of Chicago - Booth School of Business 2001 — 2003
Master of Business Administration (MBA)
University of Michigan 1994 — 1998
BBA, Finance
Northville High School 1990 — 1994
Diploma, N/A
Shengnan Yan's UBS Experience June 2009 - August 2009
Job Investment Banking Professional
Industry Investment Banking
Experience
Aurora Capital LLC. October 2010 - Present
Iknetics Capital Partners, LLC July 2010 - September 2010
Institute for Research on Labor, Employment and the Economy October 2009 - April 2010
UBS June 2009 - August 2009
Skills
Financial Modeling, Valuation, Equities
Education
University of Michigan 2008 — 2010
MS, Economics, Finance
The University of Hong Kong 2008 — 2008
Business Elite Exchange Program, Banking/Finance
Zhejiang University 2004 — 2008
BS, Mathematical Economics
Aurora Capital LLC. October 2010 - Present
Iknetics Capital Partners, LLC July 2010 - September 2010
Institute for Research on Labor, Employment and the Economy October 2009 - April 2010
UBS June 2009 - August 2009
Skills
Financial Modeling, Valuation, Equities
Education
University of Michigan 2008 — 2010
MS, Economics, Finance
The University of Hong Kong 2008 — 2008
Business Elite Exchange Program, Banking/Finance
Zhejiang University 2004 — 2008
BS, Mathematical Economics
John Dakoske John Dakoske's UBS Experience August 2014 - Present
Job Barnes Black Dakoske Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS August 2014 - Present
J.P. Morgan July 2003 - August 2014
Deloitte January 2000 - June 2003
Skills
Wealth Management, Series 7, Asset Management, Asset Allocation, Financial Modeling, Strategic Financial..., Securities, Capital Markets, Financial Analysis, Tax, Estate Planning, Trusts, CPA, Accounting, Portfolio Management
Education
University of Notre Dame Law School 1992 — 1995
JD, Law
The Ohio State University Fisher College of Business 1986 — 1988
Master of Business Administration (MBA), Finance
University of Notre Dame - Mendoza College of Business 1981 — 1985
BBA, Accounting
UBS August 2014 - Present
J.P. Morgan July 2003 - August 2014
Deloitte January 2000 - June 2003
Skills
Wealth Management, Series 7, Asset Management, Asset Allocation, Financial Modeling, Strategic Financial..., Securities, Capital Markets, Financial Analysis, Tax, Estate Planning, Trusts, CPA, Accounting, Portfolio Management
Education
University of Notre Dame Law School 1992 — 1995
JD, Law
The Ohio State University Fisher College of Business 1986 — 1988
Master of Business Administration (MBA), Finance
University of Notre Dame - Mendoza College of Business 1981 — 1985
BBA, Accounting
Cole Schwanke's UBS Experience January 2003 - December 2003
Job AVP Branch Manager at Arvest Bank
Industry Banking
Experience
Arvest Bank July 2012 - Present
www.BaitMyLine.com August 2011 - August 2014
Bank of Blue Valley March 2004 - July 2011
UBS January 2003 - December 2003
American Express Financial Advisors December 2000 - January 2003
Skills
Banking, Sales, Relationship Management, Branch Banking, Banking Relationships, Community Involvement, Business Development, Consumer Lending, Associate Development, Credit, Loans, Commercial Lending, Investments, Small Business Lending, Marketing, Finance, Customer Service, Management, New Business Development, CRM, Mortgage Lending, Wealth Management, Leadership, Loan Origination
Education
The University of Kansas 1993 — 2000
Bachelor, Economics
Arvest Bank July 2012 - Present
www.BaitMyLine.com August 2011 - August 2014
Bank of Blue Valley March 2004 - July 2011
UBS January 2003 - December 2003
American Express Financial Advisors December 2000 - January 2003
Skills
Banking, Sales, Relationship Management, Branch Banking, Banking Relationships, Community Involvement, Business Development, Consumer Lending, Associate Development, Credit, Loans, Commercial Lending, Investments, Small Business Lending, Marketing, Finance, Customer Service, Management, New Business Development, CRM, Mortgage Lending, Wealth Management, Leadership, Loan Origination
Education
The University of Kansas 1993 — 2000
Bachelor, Economics
Patrick Renehan Patrick Renehan's UBS Experience December 2011 - January 2012
Job Internal ETF Sales Associate at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors April 2014 - Present
State Street Bank April 2013 - April 2014
UBS December 2011 - January 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Finance, Photoshop, Training, Account Management, CRM, Sales, Portfolio Management, Management, Analysis, Investments, Time Management, Dark Pools, Event Planning, Digital Photography, Commodity Pools
Education
The University of Connecticut School of Business 2008 — 2012
Bachelor of Science (BS), Marketing
University College Dublin 2011 — 2011
Study Abroad Business Program at Quinn School of Business
Waterford High School 2004 — 2008
State Street Global Advisors April 2014 - Present
State Street Bank April 2013 - April 2014
UBS December 2011 - January 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Finance, Photoshop, Training, Account Management, CRM, Sales, Portfolio Management, Management, Analysis, Investments, Time Management, Dark Pools, Event Planning, Digital Photography, Commodity Pools
Education
The University of Connecticut School of Business 2008 — 2012
Bachelor of Science (BS), Marketing
University College Dublin 2011 — 2011
Study Abroad Business Program at Quinn School of Business
Waterford High School 2004 — 2008
Filipe Lacerda's UBS Experience 2012 - 2012
Job Associate at Cornerstone Research
Industry Research
Experience
Cornerstone Research July 2014 - Present
UBS 2012 - 2012
Nova School of Business and Economics 2008 - 2009
Montepio 2005 - 2006
Skills
Econometrics, Financial Markets, Valuation, Corporate Finance, Financial Analysis, Bloomberg, Statistics, Stata, Financial Modeling, Macroeconomics, Data Analysis, Economics, Economic Research, Eviews, Finance, SAS, Analysis, Statistical Modeling, Microsoft Excel, Quantitative Analytics, Research, Derivatives
Education
The University of Chicago Booth School of Business 2009 — 2014
Doctor of Philosophy (Ph.D.), Finance
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance
Universidade Nova de Lisboa 2006 — 2008
Masters, Finance
Universidade Técnica de Lisboa 2001 — 2005
Licenciatura, Applied Math
Cornerstone Research July 2014 - Present
UBS 2012 - 2012
Nova School of Business and Economics 2008 - 2009
Montepio 2005 - 2006
Skills
Econometrics, Financial Markets, Valuation, Corporate Finance, Financial Analysis, Bloomberg, Statistics, Stata, Financial Modeling, Macroeconomics, Data Analysis, Economics, Economic Research, Eviews, Finance, SAS, Analysis, Statistical Modeling, Microsoft Excel, Quantitative Analytics, Research, Derivatives
Education
The University of Chicago Booth School of Business 2009 — 2014
Doctor of Philosophy (Ph.D.), Finance
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance
Universidade Nova de Lisboa 2006 — 2008
Masters, Finance
Universidade Técnica de Lisboa 2001 — 2005
Licenciatura, Applied Math
Jerrey A. Thurston Jerrey A. Thurston's UBS Experience January 2009 - February 2014
Job Senior Vice PresidentWealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2014 - Present
UBS January 2009 - February 2014
Morgan Stanley November 2001 - January 2009
Professional Baseball Player June 1990 - October 2001
Skills
Wealth Management, Series 7, Investments, Asset Allocation, Strategic Financial..., Retirement Planning, Risk Management, Series 63, Equities, Asset Management, Strategic Planning, Baseball, Series 65, Leadership, Investment Advisory, Financial Advisory, ETFs, Strategy, Fixed Income, 401k Rollovers, Wealth, Estate Planning, Securities, Finance, Financial Planners, Financial Analysis, Private Banking, FINRA, Hedge Funds, Retirement Plan..., 401k, Investment Strategies, Retirement, Business Planning, Investment Management, Wealth Management..., Portfolio Management
Education
Certified Financial Planning
CFP
The University of Chicago - Booth School of Business
Certified Private Wealth Advisor, Wealth Management
Wharton School of Business
CIMA, Certified Investment Management Analyst
UBS Financial Services Inc. February 2014 - Present
UBS January 2009 - February 2014
Morgan Stanley November 2001 - January 2009
Professional Baseball Player June 1990 - October 2001
Skills
Wealth Management, Series 7, Investments, Asset Allocation, Strategic Financial..., Retirement Planning, Risk Management, Series 63, Equities, Asset Management, Strategic Planning, Baseball, Series 65, Leadership, Investment Advisory, Financial Advisory, ETFs, Strategy, Fixed Income, 401k Rollovers, Wealth, Estate Planning, Securities, Finance, Financial Planners, Financial Analysis, Private Banking, FINRA, Hedge Funds, Retirement Plan..., 401k, Investment Strategies, Retirement, Business Planning, Investment Management, Wealth Management..., Portfolio Management
Education
Certified Financial Planning
CFP
The University of Chicago - Booth School of Business
Certified Private Wealth Advisor, Wealth Management
Wharton School of Business
CIMA, Certified Investment Management Analyst
Robert Jimanji Robert Jimanji's UBS Experience April 2005 - Present
Job Financial Engineer at UBS
Industry Financial Services
Experience
UBS April 2005 - Present
Education
The University of Georgia 2002 — 2004
Master of Science (MS), Financial Engineering
UCLA 1997 — 2001
BS, Engineering
UBS April 2005 - Present
Education
The University of Georgia 2002 — 2004
Master of Science (MS), Financial Engineering
UCLA 1997 — 2001
BS, Engineering
Tony Leopard Tony Leopard's UBS Experience 2001 - 2003
Job Commercial Property & Casualty Insurance
Industry Insurance
Experience
NFP Property & Casualty Services, Inc. March 2008 - Present
The Mahoney Group 2008 - 2010
Bank of America May 2003 - 2008
UBS 2001 - 2003
Skills
Property & Casualty..., Workers Compensation, Professional Liability, Commercial Insurance, Brokers, Employment Practices..., Underwriting, Insurance, Umbrella Insurance, Commercial Lines, Legal Liability, Liability, Casualty, Loans, D&O, Inland Marine, General Insurance, Excess
Education
The Ohio State University 1994 — 1998
B.S., Financial Management
NFP Property & Casualty Services, Inc. March 2008 - Present
The Mahoney Group 2008 - 2010
Bank of America May 2003 - 2008
UBS 2001 - 2003
Skills
Property & Casualty..., Workers Compensation, Professional Liability, Commercial Insurance, Brokers, Employment Practices..., Underwriting, Insurance, Umbrella Insurance, Commercial Lines, Legal Liability, Liability, Casualty, Loans, D&O, Inland Marine, General Insurance, Excess
Education
The Ohio State University 1994 — 1998
B.S., Financial Management
John Banta John Banta's UBS Experience 1992 - 1998
Job Executive Director, Blue Cross Blue Shield Venture Partners, L.P.
Industry Financial Services
Experience
Blue Cross Blue Shield Association June 2014 - Present
Illinois Emerging Technologies Fund January 2004 - Present
IllinoisVentures, LLC September 2002 - June 2014
DigitalWork 2000 - 2002
DigitalWork 1998 - 2000
UBS 1992 - 1998
Bear Stearns 1988 - 1992
Skills
Venture Capital, Entrepreneurship, Business Development, SaaS, Energy, Portfolio Management, Finance, Sustainability, Start-up Ventures, Corporate Development, Start-ups, Mergers & Acquisitions, Private Equity, Due Diligence, Valuation, Strategy, Executive Management, Strategic Planning, Competitive Analysis, Angel Investing, Mergers, Water, New Business Development, Strategic Partnerships, Management Consulting, Turn Around Management, Marketing Strategy, Agriculture, Financial Modeling, Business Planning, Leadership, Internet Services, Strategic Alliances, Cross-functional Team..., Commercialization, Corporate Finance, Acquisition Integration, Investments, Management, International Business, Private Placements, IPO, M&A experience, Capital Raising, Growth Capital, Investment Banking, Investor Relations, Restructuring, Emerging Markets, LBO
Education
University of Chicago Graduate School of Business
MBA, Finance, Statistics
University of Illinois at Urbana-Champaign - College of Business
MS, Finance
Blue Cross Blue Shield Association June 2014 - Present
Illinois Emerging Technologies Fund January 2004 - Present
IllinoisVentures, LLC September 2002 - June 2014
DigitalWork 2000 - 2002
DigitalWork 1998 - 2000
UBS 1992 - 1998
Bear Stearns 1988 - 1992
Skills
Venture Capital, Entrepreneurship, Business Development, SaaS, Energy, Portfolio Management, Finance, Sustainability, Start-up Ventures, Corporate Development, Start-ups, Mergers & Acquisitions, Private Equity, Due Diligence, Valuation, Strategy, Executive Management, Strategic Planning, Competitive Analysis, Angel Investing, Mergers, Water, New Business Development, Strategic Partnerships, Management Consulting, Turn Around Management, Marketing Strategy, Agriculture, Financial Modeling, Business Planning, Leadership, Internet Services, Strategic Alliances, Cross-functional Team..., Commercialization, Corporate Finance, Acquisition Integration, Investments, Management, International Business, Private Placements, IPO, M&A experience, Capital Raising, Growth Capital, Investment Banking, Investor Relations, Restructuring, Emerging Markets, LBO
Education
University of Chicago Graduate School of Business
MBA, Finance, Statistics
University of Illinois at Urbana-Champaign - College of Business
MS, Finance
Vandana Ramakrishnan's UBS Experience July 2012 - March 2013
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Financial Services
Experience
J.P. Morgan April 2013 - May 2015
UBS July 2012 - March 2013
UBS June 2011 - August 2011
Credit Agricole CIB June 2010 - August 2010
Ariba International, Inc June 2009 - August 2009
Skills
Valuation, Financial Modeling, Bloomberg, Investment Banking, Corporate Finance, Financial Analysis, Bloomberg Terminal, Private Equity, Capital Markets, Due Diligence, Strategy, Finance
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Virginia 2008 — 2012
Bachelor of Science in Commerce, Finance and Management
DPS 2004 — 2008
J.P. Morgan April 2013 - May 2015
UBS July 2012 - March 2013
UBS June 2011 - August 2011
Credit Agricole CIB June 2010 - August 2010
Ariba International, Inc June 2009 - August 2009
Skills
Valuation, Financial Modeling, Bloomberg, Investment Banking, Corporate Finance, Financial Analysis, Bloomberg Terminal, Private Equity, Capital Markets, Due Diligence, Strategy, Finance
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Virginia 2008 — 2012
Bachelor of Science in Commerce, Finance and Management
DPS 2004 — 2008
Parks Barnhardt Parks Barnhardt's UBS Experience June 2011 - July 2014
Job Investment Advisor at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt August 2014 - Present
UBS June 2011 - July 2014
Edward Jones January 2010 - February 2011
State Farm Insurance May 2009 - December 2009
Ridgecrest Summer Camps 2003 - 2006
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Portfolio Management, Asset Management, Series 65, Series 63, Microsoft Excel, Asset Allocation, Retirement Planning, Retirement, Investment Advisory, Strategic Financial..., Financial Analysis, Finance, Microsoft Office, Financial Services, Equities
Education
The University of Georgia 2005 — 2009
BS, Political Science
Hibriten High School 2001 — 2005
Hibriten High School
Aon Hewitt August 2014 - Present
UBS June 2011 - July 2014
Edward Jones January 2010 - February 2011
State Farm Insurance May 2009 - December 2009
Ridgecrest Summer Camps 2003 - 2006
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Portfolio Management, Asset Management, Series 65, Series 63, Microsoft Excel, Asset Allocation, Retirement Planning, Retirement, Investment Advisory, Strategic Financial..., Financial Analysis, Finance, Microsoft Office, Financial Services, Equities
Education
The University of Georgia 2005 — 2009
BS, Political Science
Hibriten High School 2001 — 2005
Hibriten High School
Anna Gernert Anna Gernert's UBS Experience May 2006 - July 2006
Job Attorney Development and Placement Director at Latitude
Industry Legal Services
Experience
Latitude September 2015 - Present
Bass, Berry & Sims September 2012 - August 2015
Bass, Berry & Sims July 2011 - August 2011
Baker Donelson May 2011 - June 2011
Manier & Herod May 2010 - July 2010
Marsh May 2008 - August 2008
Marsh May 2007 - August 2007
UBS May 2006 - July 2006
Skills
Real Estate, Legal Research, Research, Contract Negotiation, Negotiation, Litigation, Commercial Real Estate, Public Speaking
Education
University of Tennessee College of Law 2009 — 2012
Doctor of Law (JD)
The University of Georgia 2005 — 2009
Bachelor of Business Administration (BBA), Risk Management and Insurance
Universidad de Palermo 2007 — 2007
Spanish Language and Literature
The Harpeth Hall School 1997 — 2005
Latitude September 2015 - Present
Bass, Berry & Sims September 2012 - August 2015
Bass, Berry & Sims July 2011 - August 2011
Baker Donelson May 2011 - June 2011
Manier & Herod May 2010 - July 2010
Marsh May 2008 - August 2008
Marsh May 2007 - August 2007
UBS May 2006 - July 2006
Skills
Real Estate, Legal Research, Research, Contract Negotiation, Negotiation, Litigation, Commercial Real Estate, Public Speaking
Education
University of Tennessee College of Law 2009 — 2012
Doctor of Law (JD)
The University of Georgia 2005 — 2009
Bachelor of Business Administration (BBA), Risk Management and Insurance
Universidad de Palermo 2007 — 2007
Spanish Language and Literature
The Harpeth Hall School 1997 — 2005
Scott Hendricks's UBS Experience June 2013 - August 2013
Job Power Supply Analyst at IGS Energy
Industry Oil & Energy
Experience
IGS Energy September 2015 - Present
Cerner July 2014 - September 2015
UBS June 2013 - August 2013
Skills
Microsoft Office, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Customer Service, Research, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Customer Engagement, Client Liaison, Data Analysis, Technical Support
Education
The Ohio State University 2010 — 2014
Bachelor of Science in Business Administration, Finance
IGS Energy September 2015 - Present
Cerner July 2014 - September 2015
UBS June 2013 - August 2013
Skills
Microsoft Office, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Customer Service, Research, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Customer Engagement, Client Liaison, Data Analysis, Technical Support
Education
The Ohio State University 2010 — 2014
Bachelor of Science in Business Administration, Finance
Thomas McGlone Thomas McGlone's UBS Experience June 2015 - August 2015
Job Accounting and Finance Major at UGA
Industry
Experience
UBS June 2015 - August 2015
Brookfield Residential June 2014 - August 2014
Mater Dei Catholic High School July 2013 - August 2013
Education
The University of Georgia 2013 — 2017
Bachelor of Business Administration (BBA)
Mater Dei Catholic High School 2009 — 2013
UBS June 2015 - August 2015
Brookfield Residential June 2014 - August 2014
Mater Dei Catholic High School July 2013 - August 2013
Education
The University of Georgia 2013 — 2017
Bachelor of Business Administration (BBA)
Mater Dei Catholic High School 2009 — 2013
Joshua Crost Joshua Crost's UBS Experience July 2008 - April 2009
Job Senior Account Executive at Leo Burnett
Industry Marketing and Advertising
Experience
Leo Burnett April 2011 - Present
Creative Spot March 2010 - April 2011
UBS July 2008 - April 2009
Skills
Digital Marketing, Digital Strategy, Social Media, Integrated Marketing, Marketing, Marketing Strategy, Social Media Marketing, Advertising, Marketing Communications, Account Management, Interactive Marketing, Brand Development, Strategy
Education
The School of the Art Institute of Chicago 2015 — 2015
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Science Business Administration
Leo Burnett April 2011 - Present
Creative Spot March 2010 - April 2011
UBS July 2008 - April 2009
Skills
Digital Marketing, Digital Strategy, Social Media, Integrated Marketing, Marketing, Marketing Strategy, Social Media Marketing, Advertising, Marketing Communications, Account Management, Interactive Marketing, Brand Development, Strategy
Education
The School of the Art Institute of Chicago 2015 — 2015
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Science Business Administration
Bryan T. Stephens, CFP®, CPWA® Bryan T. Stephens, CFP®, CPWA®'s UBS Experience January 2009 - Present
Job UBS Private Wealth Management Group, Senior Vice President
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch July 2005 - January 2009
Morgan Stanley July 1999 - June 2005
Skills
Portfolio Management, Investments, Wealth Management, Financial Services, Finance, Equities, Financial Markets, Wealth, Securities, Financial Planning, ETFs, Wealth Preservation..., Charitable Gift Planning, Cash Flow Management, Asset Management, Alternative Investments
Education
The University of Chicago Booth School of Business 2013 — 2014
Certified Private Wealth Advisor, Financial Planning and Services
University of Vermont 1995 — 1999
BA, Economics
CVU
UBS January 2009 - Present
Merrill Lynch July 2005 - January 2009
Morgan Stanley July 1999 - June 2005
Skills
Portfolio Management, Investments, Wealth Management, Financial Services, Finance, Equities, Financial Markets, Wealth, Securities, Financial Planning, ETFs, Wealth Preservation..., Charitable Gift Planning, Cash Flow Management, Asset Management, Alternative Investments
Education
The University of Chicago Booth School of Business 2013 — 2014
Certified Private Wealth Advisor, Financial Planning and Services
University of Vermont 1995 — 1999
BA, Economics
CVU
Sapan Bhuta Sapan Bhuta's UBS Experience January 2013 - April 2014
Job M.D. Candidate
Industry Hospital & Health Care
Experience
Ohio State University Comprehensive Cancer Center-James Cancer Hospital & Solove Research Institute August 2013 - April 2014
UBS January 2013 - April 2014
Simplee July 2013 - August 2013
Baxter International Inc. May 2013 - June 2013
Digitek Software, Inc June 2010 - August 2012
Ohio Supercomputer Center July 2007 - August 2007
Education
University of Cincinnati College of Medicine 2014 — 2018
M.D.
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
B.S., Finance - Investment Management
Ohio State University Comprehensive Cancer Center-James Cancer Hospital & Solove Research Institute August 2013 - April 2014
UBS January 2013 - April 2014
Simplee July 2013 - August 2013
Baxter International Inc. May 2013 - June 2013
Digitek Software, Inc June 2010 - August 2012
Ohio Supercomputer Center July 2007 - August 2007
Education
University of Cincinnati College of Medicine 2014 — 2018
M.D.
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
B.S., Finance - Investment Management
John A. Licciardello CDFA John A. Licciardello CDFA's UBS Experience October 2000 - August 2009
Job President, Wentworth Divorce Financial Advisors, LLC
Industry Financial Services
Experience
Wentworth Planning Group November 2013 - Present
Merrill Lynch August 2009 - November 2013
UBS October 2000 - August 2009
AG Edwards & Sons June 1995 - October 2000
IBM August 1982 - September 1995
Skills
Certified Divorce..., Divorce Planning, Strategic Financial..., Estate Planning, Retirement, Risk Management, Wealth Management, Investments, Retirement Planning, IRAs, Insurance, Certified Financial..., Team Building, Financial Advisory, Finance, Financial Services
Education
The University of Connecticut School of Business 1980 — 1981
MBA, Finance
University of Maryland College Park 1975 — 1977
Bachelor of Science, Finance and Marketing
Syracuse University 1973 — 1975
Finance
Wentworth Planning Group November 2013 - Present
Merrill Lynch August 2009 - November 2013
UBS October 2000 - August 2009
AG Edwards & Sons June 1995 - October 2000
IBM August 1982 - September 1995
Skills
Certified Divorce..., Divorce Planning, Strategic Financial..., Estate Planning, Retirement, Risk Management, Wealth Management, Investments, Retirement Planning, IRAs, Insurance, Certified Financial..., Team Building, Financial Advisory, Finance, Financial Services
Education
The University of Connecticut School of Business 1980 — 1981
MBA, Finance
University of Maryland College Park 1975 — 1977
Bachelor of Science, Finance and Marketing
Syracuse University 1973 — 1975
Finance
Marshal Getz's UBS Experience April 2011 - June 2011
Job Underwriting Analyst at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group January 2015 - Present
Wells Fargo Insurance Services April 2012 - January 2015
Wells Fargo Insurance Services June 2011 - September 2011
UBS April 2011 - June 2011
Bank of America: Merrill Lynch April 2010 - October 2010
MASECO Private Wealth June 2009 - September 2009
Skills
Sales Presentations, Property & Casualty..., Marine Insurance, Inland Marine, Liability Analysis, Following Up, Forest Products, Commercial Agriculture, Builders Risk, Cyber Liability, Self Storage, Portfolio Performance..., Stock Market, Commercial Insurance, Building Relationships, Account Management, Emerging Markets, Communication Skills, Finance, Construction Insurance, Insurance, Relationship Management, Sales, Training, Workers Compensation, Underwriting, Liability, Financial Risk, Professional Liability
Education
The Ohio State University Fisher College of Business 2007 — 2011
B.S. Business Administration & B.A. Economics, Finance and Economics
The Hanover Insurance Group January 2015 - Present
Wells Fargo Insurance Services April 2012 - January 2015
Wells Fargo Insurance Services June 2011 - September 2011
UBS April 2011 - June 2011
Bank of America: Merrill Lynch April 2010 - October 2010
MASECO Private Wealth June 2009 - September 2009
Skills
Sales Presentations, Property & Casualty..., Marine Insurance, Inland Marine, Liability Analysis, Following Up, Forest Products, Commercial Agriculture, Builders Risk, Cyber Liability, Self Storage, Portfolio Performance..., Stock Market, Commercial Insurance, Building Relationships, Account Management, Emerging Markets, Communication Skills, Finance, Construction Insurance, Insurance, Relationship Management, Sales, Training, Workers Compensation, Underwriting, Liability, Financial Risk, Professional Liability
Education
The Ohio State University Fisher College of Business 2007 — 2011
B.S. Business Administration & B.A. Economics, Finance and Economics
Scott Berleth's UBS Experience February 2011 - June 2011
Job
Industry Financial Services
Experience
CIH Trading, LLC 2011 - Present
UBS February 2011 - June 2011
League Trading, LLC January 2010 - November 2010
Education
The University of Chicago Booth School of Business 2015 — 2017
University of Wisconsin-Madison 2005 — 2009
Finance, Investment and Banking
CIH Trading, LLC 2011 - Present
UBS February 2011 - June 2011
League Trading, LLC January 2010 - November 2010
Education
The University of Chicago Booth School of Business 2015 — 2017
University of Wisconsin-Madison 2005 — 2009
Finance, Investment and Banking
Timothy Bartolett's UBS Experience May 2015 - Present
Job At UBS
Industry Financial Services
Experience
UBS May 2015 - Present
Morgan Stanley September 2012 - May 2015
Skills
Asset Allocation, Investments, Equities, Fixed Income, Portfolio Management, Alternative Investments, Syndicate, Wealth Management, Municipal Bonds, Bond Markets, High Net Worth..., Nonprofits
Education
The Ohio State University 2007 — 2012
BS, Finance
UBS May 2015 - Present
Morgan Stanley September 2012 - May 2015
Skills
Asset Allocation, Investments, Equities, Fixed Income, Portfolio Management, Alternative Investments, Syndicate, Wealth Management, Municipal Bonds, Bond Markets, High Net Worth..., Nonprofits
Education
The Ohio State University 2007 — 2012
BS, Finance
Yu Mei Lay He Yu Mei Lay He's UBS Experience August 2014 - Present
Job IT Business Analyst at UBS
Industry Financial Services
Experience
UBS August 2014 - Present
Wellesley College Computing Help Desk August 2011 - May 2014
UBS June 2013 - August 2013
Social Accountability International June 2012 - August 2012
Education
Wellesley College 2010 — 2014
Bachelor of Arts (B.A.), Economics Major, Computer Science Minor
The University of Hong Kong 2013 — 2013
Semester Abroad
United World College-USA 2008 — 2010
International Baccalaureate Diploma
UBS August 2014 - Present
Wellesley College Computing Help Desk August 2011 - May 2014
UBS June 2013 - August 2013
Social Accountability International June 2012 - August 2012
Education
Wellesley College 2010 — 2014
Bachelor of Arts (B.A.), Economics Major, Computer Science Minor
The University of Hong Kong 2013 — 2013
Semester Abroad
United World College-USA 2008 — 2010
International Baccalaureate Diploma
Steven Hafner Steven Hafner's UBS Experience February 2015 - Present
Job Senior Wealth Strategy Associate with UBS
Industry Financial Services
Experience
UBS February 2015 - Present
Citizens Bank January 2003 - February 2015
Merrill Lynch June 2000 - January 2003
Prudential Securities February 1997 - June 2000
Skills
Strategic Financial..., Investments, Retirement, Series 7, Banking, Asset Management, Finance, Financial Services, Portfolio Management
Education
The Ohio State University Fisher College of Business
Business Administration
UBS February 2015 - Present
Citizens Bank January 2003 - February 2015
Merrill Lynch June 2000 - January 2003
Prudential Securities February 1997 - June 2000
Skills
Strategic Financial..., Investments, Retirement, Series 7, Banking, Asset Management, Finance, Financial Services, Portfolio Management
Education
The Ohio State University Fisher College of Business
Business Administration
Alex Kalinowski Alex Kalinowski's UBS Experience October 2011 - March 2012
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
GE Capital July 2014 - July 2015
GE Capital June 2013 - August 2013
Johnson & Johnson June 2012 - January 2013
UBS October 2011 - March 2012
National Machine Company June 2010 - September 2010
Skills
Finance, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Leadership, SAP, Business Planning, Budgets, Microsoft Office, Financial Reporting, Process Improvement, Financial Statement..., Financial Modeling
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
BSBA, Finance
Goldman Sachs July 2015 - Present
GE Capital July 2014 - July 2015
GE Capital June 2013 - August 2013
Johnson & Johnson June 2012 - January 2013
UBS October 2011 - March 2012
National Machine Company June 2010 - September 2010
Skills
Finance, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Leadership, SAP, Business Planning, Budgets, Microsoft Office, Financial Reporting, Process Improvement, Financial Statement..., Financial Modeling
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
BSBA, Finance
Jennifer Eckhoff's UBS Experience April 2014 - Present
Job Business Operations & Program Specialist at UBS
Industry Human Resources
Experience
UBS April 2014 - Present
UBS Investment Bank March 2013 - March 2014
United Way of Summit County January 2011 - March 2013
United Way of Summit County August 2010 - November 2010
Gap Inc./Old Navy May 2009 - November 2010
Funded through ARC of Summit County 2007 - 2010
United Way of Summit County August 2008 - December 2008
Skills
Non-profits, Fundraising, Grant Writing, Marketing, Nonprofits, Leadership, Newsletters, Public Speaking, Sales, Customer Service, Recruiting, Community Outreach, Volunteer Management, Event Planning, Community Development, Philanthropy, Strategic Planning, Event Management, Program Development, Leadership Development, Microsoft Office, Marketing Communications, Social Media, Public Relations, Microsoft Excel, Training, Organizational..., PowerPoint, Social Media Marketing, Social Networking, Press Releases, Team Building, Coaching, Media Relations, Editing, Budgets, Project Management, Internal Communications, Grants, Staff Development, Resource Development, Non-profit..., Program Management, Management, Volunteering, Policy, Workshop Facilitation, Board Development, Social Media Outreach
Education
St. Mary's University College, Twickenham 2013 — 2014
Post Graduate Certificate, International Business Practice
The University of Akron 2005 — 2009
Bachelor of Arts, Business and Organizational Communication with a minor in Family Development
Garfield Heights High School
UBS April 2014 - Present
UBS Investment Bank March 2013 - March 2014
United Way of Summit County January 2011 - March 2013
United Way of Summit County August 2010 - November 2010
Gap Inc./Old Navy May 2009 - November 2010
Funded through ARC of Summit County 2007 - 2010
United Way of Summit County August 2008 - December 2008
Skills
Non-profits, Fundraising, Grant Writing, Marketing, Nonprofits, Leadership, Newsletters, Public Speaking, Sales, Customer Service, Recruiting, Community Outreach, Volunteer Management, Event Planning, Community Development, Philanthropy, Strategic Planning, Event Management, Program Development, Leadership Development, Microsoft Office, Marketing Communications, Social Media, Public Relations, Microsoft Excel, Training, Organizational..., PowerPoint, Social Media Marketing, Social Networking, Press Releases, Team Building, Coaching, Media Relations, Editing, Budgets, Project Management, Internal Communications, Grants, Staff Development, Resource Development, Non-profit..., Program Management, Management, Volunteering, Policy, Workshop Facilitation, Board Development, Social Media Outreach
Education
St. Mary's University College, Twickenham 2013 — 2014
Post Graduate Certificate, International Business Practice
The University of Akron 2005 — 2009
Bachelor of Arts, Business and Organizational Communication with a minor in Family Development
Garfield Heights High School
Mark Korona Mark Korona's UBS Experience July 2010 - Present
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS July 2010 - Present
JPMorgan Chase & Co. May 2008 - July 2010
Merrill Lynch December 2003 - May 2008
Education
The University of Dallas
Master of Business Administration (MBA)
University of Dayton
Bachelor of Electrical Engineering
UBS July 2010 - Present
JPMorgan Chase & Co. May 2008 - July 2010
Merrill Lynch December 2003 - May 2008
Education
The University of Dallas
Master of Business Administration (MBA)
University of Dayton
Bachelor of Electrical Engineering
Dan Park Dan Park's UBS Experience September 2014 - Present
Job Americas Group Treasurer, UBS AG
Industry Financial Services
Experience
UBS September 2014 - Present
Morgan Stanley July 2006 - August 2014
Merrill Lynch April 2000 - June 2006
First Union National Bank March 1999 - March 2000
Deutsche Bank September 1994 - February 1999
Citi February 1987 - August 1994
Skills
Capital Markets, Fixed Income, Securitization, ABS, MBS, Structured Products, Structured Finance, Equities, CDO, Portfolio Management, Bonds, Credit Derivatives, Hedge Funds, Valuation, Investment Banking, Investments, Trading, Derivatives
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, Marketing
The University of Chicago 1978 — 1982
Bachelor's Degree, Economics
UBS September 2014 - Present
Morgan Stanley July 2006 - August 2014
Merrill Lynch April 2000 - June 2006
First Union National Bank March 1999 - March 2000
Deutsche Bank September 1994 - February 1999
Citi February 1987 - August 1994
Skills
Capital Markets, Fixed Income, Securitization, ABS, MBS, Structured Products, Structured Finance, Equities, CDO, Portfolio Management, Bonds, Credit Derivatives, Hedge Funds, Valuation, Investment Banking, Investments, Trading, Derivatives
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, Marketing
The University of Chicago 1978 — 1982
Bachelor's Degree, Economics
Daniel Bearcroft Daniel Bearcroft's UBS Experience April 2015 - Present
Job Global Cash Product Client Remediation Project at UBS
Industry Banking
Experience
UBS April 2015 - Present
UBS March 2014 - March 2015
Lloyds Banking Group November 2011 - April 2014
University of Chester January 2011 - November 2011
University of Chester September 2010 - December 2010
Education
The University of Hull 2005 — 2008
Bachelor of Arts (B.A.), Politics and Philosophy, 2:2
UBS April 2015 - Present
UBS March 2014 - March 2015
Lloyds Banking Group November 2011 - April 2014
University of Chester January 2011 - November 2011
University of Chester September 2010 - December 2010
Education
The University of Hull 2005 — 2008
Bachelor of Arts (B.A.), Politics and Philosophy, 2:2
Peter Zajaczkowski Peter Zajaczkowski's UBS Experience April 2011 - April 2012
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Guy Carpenter October 2012 - September 2014
The Hartford April 2012 - October 2012
UBS April 2011 - April 2012
GE September 2010 - April 2011
Deloitte December 2005 - September 2010
Morgan Stanley 2004 - 2005
General Electric March 2003 - November 2004
Citigroup 2002 - 2003
GE Commercial Finance 1999 - 2002
Skills
Master Black Belt, Six Sigma, Business Process..., Process Improvement, Program Management, Change Management, Continuous Improvement, PMP, Mentoring, Leadership Development, Lean Sigma, Cross-functional Team..., Project Management, PMO, Business Process..., Leadership, Operational Excellence, Business Process, Management Consulting, Analysis, Business Transformation, Quality Management, Strategy
Education
The University of Connecticut School of Business 1999 — 2001
MBA, Finance and Economics
The University of Connecticut 1995 — 1998
BA, Business Administration
Darien High School 1993 — 1995
Diploma, General Studies
I LO - Warsaw, Poland 1991 — 1992
Diploma, General Studies
School # 176 in Warsaw, Poland 1983 — 1991
Diploma, General Studies
Morgan Stanley September 2014 - Present
Guy Carpenter October 2012 - September 2014
The Hartford April 2012 - October 2012
UBS April 2011 - April 2012
GE September 2010 - April 2011
Deloitte December 2005 - September 2010
Morgan Stanley 2004 - 2005
General Electric March 2003 - November 2004
Citigroup 2002 - 2003
GE Commercial Finance 1999 - 2002
Skills
Master Black Belt, Six Sigma, Business Process..., Process Improvement, Program Management, Change Management, Continuous Improvement, PMP, Mentoring, Leadership Development, Lean Sigma, Cross-functional Team..., Project Management, PMO, Business Process..., Leadership, Operational Excellence, Business Process, Management Consulting, Analysis, Business Transformation, Quality Management, Strategy
Education
The University of Connecticut School of Business 1999 — 2001
MBA, Finance and Economics
The University of Connecticut 1995 — 1998
BA, Business Administration
Darien High School 1993 — 1995
Diploma, General Studies
I LO - Warsaw, Poland 1991 — 1992
Diploma, General Studies
School # 176 in Warsaw, Poland 1983 — 1991
Diploma, General Studies
Robert RC Willenbrock Robert RC Willenbrock's UBS Experience 2010 - 2010
Job Entreprenuer, Advisor, Investor
Industry Venture Capital & Private Equity
Experience
Flux Nightlife January 2015 - Present
VirtuMe January 2015 - Present
Level Equity 2014 - Present
Magnises 2013 - 2014
Rockefeller Beds, LLC April 2011 - January 2013
Morgan Stanley June 2012 - August 2012
UBS 2010 - 2010
Concord Financial Advisors, LLC 2010 - 2010
Saccomano Academics 2007 - 2009
StickWorks 2005 - 2009
Skills
Valuation, Financial Analysis, Microsoft Excel, Market Research, Venture Capital, PowerPoint, Corporate Development, Entrepreneurship, Financial Modeling, Research, Investment Banking, Economics, Quantitative Analytics, Investments, Corporate Finance
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics and Mathematics
Semester at Sea 2011 — 2011
Tuck School of Business at Dartmouth 2011 — 2011
Bridge Program, Corporate Finance
Univeristy of Virginia
Master of Science (M.S.), Commerce, Not Completed
Flux Nightlife January 2015 - Present
VirtuMe January 2015 - Present
Level Equity 2014 - Present
Magnises 2013 - 2014
Rockefeller Beds, LLC April 2011 - January 2013
Morgan Stanley June 2012 - August 2012
UBS 2010 - 2010
Concord Financial Advisors, LLC 2010 - 2010
Saccomano Academics 2007 - 2009
StickWorks 2005 - 2009
Skills
Valuation, Financial Analysis, Microsoft Excel, Market Research, Venture Capital, PowerPoint, Corporate Development, Entrepreneurship, Financial Modeling, Research, Investment Banking, Economics, Quantitative Analytics, Investments, Corporate Finance
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics and Mathematics
Semester at Sea 2011 — 2011
Tuck School of Business at Dartmouth 2011 — 2011
Bridge Program, Corporate Finance
Univeristy of Virginia
Master of Science (M.S.), Commerce, Not Completed
Alan Burnett's UBS Experience 1999 - 2001
Job Customer Relations Representative at State Farm
Industry Logistics and Supply Chain
Experience
State Farm April 2015 - Present
Chick-fil-A Restaurants February 2015 - Present
The Evangelical Alliance Mission TEAM June 2014 - August 2014
UPS Supply Chain Solutions November 2011 - May 2014
UPS Supply Chain Solutions May 2009 - October 2011
UPS Supply Chain Solutions 2003 - 2009
UBS 1999 - 2001
Skills
Customer Service, Transportation, Sales, Microsoft Excel, Microsoft Office, Logistics, Account Management, Process Improvement, Operations Management, Leadership, Strategic Planning, Customer Satisfaction, Customer-focused, Sales Operations, Management, Marketing, Air Freight, Shipping, Supply Chain Management, Supply Chain, Troubleshooting, Freight Forwarding, Truckload, Training, Team Building, Logistics Management, Warehousing, UPS systems, LTL, Transportation..., Cold Calling, 3PL, Process Scheduler, Freight, Pricing, International Logistics, Negotiation, Sales Management, Forecasting, UPS Systems
Education
The University of Georgia 1994 — 1999
AB - Liberal Arts, Mass Communication/Media Studies
Lassiter High School
State Farm April 2015 - Present
Chick-fil-A Restaurants February 2015 - Present
The Evangelical Alliance Mission TEAM June 2014 - August 2014
UPS Supply Chain Solutions November 2011 - May 2014
UPS Supply Chain Solutions May 2009 - October 2011
UPS Supply Chain Solutions 2003 - 2009
UBS 1999 - 2001
Skills
Customer Service, Transportation, Sales, Microsoft Excel, Microsoft Office, Logistics, Account Management, Process Improvement, Operations Management, Leadership, Strategic Planning, Customer Satisfaction, Customer-focused, Sales Operations, Management, Marketing, Air Freight, Shipping, Supply Chain Management, Supply Chain, Troubleshooting, Freight Forwarding, Truckload, Training, Team Building, Logistics Management, Warehousing, UPS systems, LTL, Transportation..., Cold Calling, 3PL, Process Scheduler, Freight, Pricing, International Logistics, Negotiation, Sales Management, Forecasting, UPS Systems
Education
The University of Georgia 1994 — 1999
AB - Liberal Arts, Mass Communication/Media Studies
Lassiter High School
Morgan Hus's UBS Experience June 2011 - August 2011
Job Analyst at BioMed Realty Trust
Industry Real Estate
Experience
BioMed Realty August 2015 - Present
Wells Fargo June 2014 - August 2015
Pacific Maintenance Company September 2011 - August 2013
UBS June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Financial Accounting, Teamwork, Organized
Education
University of San Diego 2012 — 2014
B.B.A., Finance, Summa Cum Laude
The University of Chicago - Booth School of Business 2013 — 2013
Summer Business Scholars Program
Presentation High School 2006 — 2010
BioMed Realty August 2015 - Present
Wells Fargo June 2014 - August 2015
Pacific Maintenance Company September 2011 - August 2013
UBS June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Financial Accounting, Teamwork, Organized
Education
University of San Diego 2012 — 2014
B.B.A., Finance, Summa Cum Laude
The University of Chicago - Booth School of Business 2013 — 2013
Summer Business Scholars Program
Presentation High School 2006 — 2010
Andrew Meadows Andrew Meadows's UBS Experience July 2008 - April 2009
Job Financial advisor serving families & business owners
Industry Financial Services
Experience
Sheikh Investments, Inc. 2009 - Present
UBS July 2008 - April 2009
JPMorgan Chase June 2007 - September 2007
Exel June 2006 - May 2007
Skills
Series 7, Investment Strategies, Equities, Portfolio Management, Investments, Wealth Management, Financial Analysis, Alternative Investments, Securities, Options, Strategic Financial..., Financial Modeling, Investment Management, Stocks, Asset Allocation, Asset Managment, Retirement Planning, 401k, Mutual Funds
Education
The Ohio State University Fisher College of Business 2003 — 2008
BSBA, Finance
Sheikh Investments, Inc. 2009 - Present
UBS July 2008 - April 2009
JPMorgan Chase June 2007 - September 2007
Exel June 2006 - May 2007
Skills
Series 7, Investment Strategies, Equities, Portfolio Management, Investments, Wealth Management, Financial Analysis, Alternative Investments, Securities, Options, Strategic Financial..., Financial Modeling, Investment Management, Stocks, Asset Allocation, Asset Managment, Retirement Planning, 401k, Mutual Funds
Education
The Ohio State University Fisher College of Business 2003 — 2008
BSBA, Finance
Andrew Wallace Andrew Wallace's UBS Experience March 2011 - May 2014
Job Director, Business Management at Markit
Industry Banking
Experience
Markit June 2014 - Present
UBS March 2011 - May 2014
UBS June 2000 - May 2014
Interbank Roundtable Committee July 2012 - July 2013
UBS January 2001 - December 2011
UBS October 2010 - June 2011
UBS January 2008 - October 2010
UBS Investment Bank January 2005 - December 2007
UBS June 2000 - December 2005
Andersen Consulting November 1994 - July 2000
Skills
Investment Banking, Back Office, Project Management, Change Management, Business Analysis, Requirements Gathering, Functional Design, Functional..., Workforce Planning, Organizational Design, Organizational..., Business Process..., Human Resource Planning, Technology Recruitment, Recruitment Tools, Diversity & Inclusion, LGBT community, Relational Data Modeling, Emerging Markets, Analysis, Analytics, CRM, Leadership, Management, Organizational..., Outsourcing, Program Management, Strategy
Education
University of Edinburgh 1990 — 1994
MA (Hons)
Markit June 2014 - Present
UBS March 2011 - May 2014
UBS June 2000 - May 2014
Interbank Roundtable Committee July 2012 - July 2013
UBS January 2001 - December 2011
UBS October 2010 - June 2011
UBS January 2008 - October 2010
UBS Investment Bank January 2005 - December 2007
UBS June 2000 - December 2005
Andersen Consulting November 1994 - July 2000
Skills
Investment Banking, Back Office, Project Management, Change Management, Business Analysis, Requirements Gathering, Functional Design, Functional..., Workforce Planning, Organizational Design, Organizational..., Business Process..., Human Resource Planning, Technology Recruitment, Recruitment Tools, Diversity & Inclusion, LGBT community, Relational Data Modeling, Emerging Markets, Analysis, Analytics, CRM, Leadership, Management, Organizational..., Outsourcing, Program Management, Strategy
Education
University of Edinburgh 1990 — 1994
MA (Hons)
Brad Hansen Brad Hansen's UBS Experience 2006 - 2008
Job Managing Director Wealth Management at Talmer Bank and Trust
Industry Banking
Experience
Talmer Bank and Trust December 2009 - Present
JPMorgan Chase March 2008 - December 2009
UBS 2006 - 2008
Front Sight Firearms Training Institute 2002 - 2006
Pinnacle Commercial Holdings Limtied 1998 - 2002
Delta Forex Pty Ltd 1994 - 1998
Indosuez Australia Limited 1991 - 1994
HSBC 1988 - 1991
First National Bank of Chicago 1988 - 1988
BP 1987 - 1988
Skills
Derivatives, Wealth Management, Hedge Funds, Equities, FX Options, Foreign Exchange, Private Equity, Finance, Venture Capital, Structured Products, Bond Markets, REIT, Banking, Oil and Gas Programs, Business Development...
Education
The University of Chicago - Booth School of Business
CFA Institute
Talmer Bank and Trust December 2009 - Present
JPMorgan Chase March 2008 - December 2009
UBS 2006 - 2008
Front Sight Firearms Training Institute 2002 - 2006
Pinnacle Commercial Holdings Limtied 1998 - 2002
Delta Forex Pty Ltd 1994 - 1998
Indosuez Australia Limited 1991 - 1994
HSBC 1988 - 1991
First National Bank of Chicago 1988 - 1988
BP 1987 - 1988
Skills
Derivatives, Wealth Management, Hedge Funds, Equities, FX Options, Foreign Exchange, Private Equity, Finance, Venture Capital, Structured Products, Bond Markets, REIT, Banking, Oil and Gas Programs, Business Development...
Education
The University of Chicago - Booth School of Business
CFA Institute
Michael Belote's UBS Experience January 2009 - April 2012
Job SP Financial Group of Raymond James
Industry Financial Services
Experience
SP Financial Group of Raymond James April 2012 - Present
UBS January 2009 - April 2012
Education
The University of Georgia 2005 — 2008
Bachelor of Business Administration (BBA), Finance
SP Financial Group of Raymond James April 2012 - Present
UBS January 2009 - April 2012
Education
The University of Georgia 2005 — 2008
Bachelor of Business Administration (BBA), Finance
Cassie Low Cassie Low's UBS Experience June 2007 - August 2007
Job Manager Direct TV Sales at Peter Thomas Roth
Industry Retail
Experience
Peter Thomas Roth Clinical Skin Care February 2015 - Present
Peter Thomas Roth Clinical Skin Care February 2013 - Present
Toys R Us February 2012 - February 2013
Toys R Us July 2010 - February 2012
Toys R Us June 2008 - July 2010
UBS June 2007 - August 2007
Skills
Promotions, Word, PowerPoint, Retail, Outlook, Advertising, Planning, Market Planning, Coordinating Events, Marketing, Negotiation, Public Speaking, Digital Marketing, Email Marketing, Social Networking, Project Management, Voice Over, Voice Acting, Facebook, Twitter, Pinterest
Education
The University of Connecticut School of Business 2004 — 2008
Bachelor of Science in Business Administration, Marketing and Spanish
Pascack Hills High School 2001 — 2004
High School Degree
Peter Thomas Roth Clinical Skin Care February 2015 - Present
Peter Thomas Roth Clinical Skin Care February 2013 - Present
Toys R Us February 2012 - February 2013
Toys R Us July 2010 - February 2012
Toys R Us June 2008 - July 2010
UBS June 2007 - August 2007
Skills
Promotions, Word, PowerPoint, Retail, Outlook, Advertising, Planning, Market Planning, Coordinating Events, Marketing, Negotiation, Public Speaking, Digital Marketing, Email Marketing, Social Networking, Project Management, Voice Over, Voice Acting, Facebook, Twitter, Pinterest
Education
The University of Connecticut School of Business 2004 — 2008
Bachelor of Science in Business Administration, Marketing and Spanish
Pascack Hills High School 2001 — 2004
High School Degree
Brittany Martens's UBS Experience June 2015 - August 2015
Job UCONN Finance Student, Sales and Trading Intern at UBS Investment Bank
Industry Financial Services
Experience
University of Connecticut September 2012 - Present
UBS June 2015 - August 2015
John's Cafe February 2010 - June 2015
Connecticut Bar Association June 2014 - December 2014
Skills
Research, Microsoft Office, Financial Analysis, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Teaching, Accounting, Access, Data Analysis, Teamwork, Time Management, Statistics, Finance
Education
The University of Connecticut School of Business 2012 — 2016
Bachelor's Degree, Finance, General, Junior
University of Connecticut September 2012 - Present
UBS June 2015 - August 2015
John's Cafe February 2010 - June 2015
Connecticut Bar Association June 2014 - December 2014
Skills
Research, Microsoft Office, Financial Analysis, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Teaching, Accounting, Access, Data Analysis, Teamwork, Time Management, Statistics, Finance
Education
The University of Connecticut School of Business 2012 — 2016
Bachelor's Degree, Finance, General, Junior
Jay DeGoler's UBS Experience April 1986 - Present
Job Senior Vice PresidentInvestments at UBS Financial Services Inc
Industry Financial Services
Experience
UBS April 1986 - Present
Education
University of Kansas 1979 — 1983
UBS April 1986 - Present
Education
University of Kansas 1979 — 1983
Aaron Robbins Aaron Robbins's UBS Experience May 2008 - June 2008
Job Senior Financial Analyst at Thermo Fisher Scientific
Industry Financial Services
Experience
Thermo Fisher Scientific June 2015 - Present
Thermo Fisher Scientific July 2014 - June 2015
Thermo Fisher Scientific July 2012 - July 2014
Department of Recreational Sports, The Ohio State University March 2010 - June 2012
Exel June 2011 - September 2011
Northwestern Mutual June 2010 - September 2010
UBS May 2008 - June 2008
Skills
Analysis, Leadership, Access, Microsoft Excel, Data Analysis, Financial Analysis
Education
The Ohio State University Fisher College of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance
Shaker Heights High School 2004 — 2008
Thermo Fisher Scientific June 2015 - Present
Thermo Fisher Scientific July 2014 - June 2015
Thermo Fisher Scientific July 2012 - July 2014
Department of Recreational Sports, The Ohio State University March 2010 - June 2012
Exel June 2011 - September 2011
Northwestern Mutual June 2010 - September 2010
UBS May 2008 - June 2008
Skills
Analysis, Leadership, Access, Microsoft Excel, Data Analysis, Financial Analysis
Education
The Ohio State University Fisher College of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance
Shaker Heights High School 2004 — 2008
Morgan Etherington Morgan Etherington's UBS Experience February 2004 - August 2004
Job Finance professional
Industry Financial Services
Experience
Georgia-Pacific LLC June 2013 - December 2013
Georgia-Pacific LLC March 2012 - May 2013
Gentiva Health Services July 2011 - March 2012
TriMont Real Estate Advisors January 2010 - April 2011
TriMont Real Estate Advisors June 2009 - December 2009
TriMont Real Estate Advisors August 2008 - May 2009
Corporation for National and Community Service June 2007 - August 2007
EnterEdge Technology May 2006 - August 2006
Trammell Crow Company June 2005 - August 2005
UBS February 2004 - August 2004
Skills
Financial Modeling
Education
The University of Georgia 2004 — 2008
BBA, Finance, 3.85
Georgia-Pacific LLC June 2013 - December 2013
Georgia-Pacific LLC March 2012 - May 2013
Gentiva Health Services July 2011 - March 2012
TriMont Real Estate Advisors January 2010 - April 2011
TriMont Real Estate Advisors June 2009 - December 2009
TriMont Real Estate Advisors August 2008 - May 2009
Corporation for National and Community Service June 2007 - August 2007
EnterEdge Technology May 2006 - August 2006
Trammell Crow Company June 2005 - August 2005
UBS February 2004 - August 2004
Skills
Financial Modeling
Education
The University of Georgia 2004 — 2008
BBA, Finance, 3.85
Samuel H Srochi Samuel H Srochi's UBS Experience October 1999 - May 2005
Job Financial Services Executive (institutional and HNW asset/liability management, CRE finance and nonprofit consulting)
Industry Investment Management
Experience
J.P. Morgan Securities, Inc. May 2005 - Present
UBS October 1999 - May 2005
Robinson-Humphrey Co, Inc January 1987 - October 1999
Skills
Asset Allocation, Real Estate, Rebalancing, Investments, Equities, Securities, Valuation, Asset Managment, Financial Analysis, Alternative Investments, Financial Modeling, Finance, Fixed Income, Asset Management
Education
The University of Georgia 1977 — 1982
BA, English Literature
J.P. Morgan Securities, Inc. May 2005 - Present
UBS October 1999 - May 2005
Robinson-Humphrey Co, Inc January 1987 - October 1999
Skills
Asset Allocation, Real Estate, Rebalancing, Investments, Equities, Securities, Valuation, Asset Managment, Financial Analysis, Alternative Investments, Financial Modeling, Finance, Fixed Income, Asset Management
Education
The University of Georgia 1977 — 1982
BA, English Literature
Neeti Ghanekar Neeti Ghanekar's UBS Experience September 2003 - May 2009
Job Senior Product Manager at Medivation
Industry Pharmaceuticals
Experience
Medivation July 2014 - Present
Pfizer April 2013 - June 2014
Pfizer September 2011 - April 2013
UBS September 2003 - May 2009
Skills
Marketing, Competitive Analysis, Strategy, Cross-functional Team..., Market Research, Business Strategy, Analytics, Marketing Strategy, Financial Modeling, Market Analysis, Segmentation, Product Launch, Product Management, Product Marketing, Data Analysis, Due Diligence, Financial Analysis, Corporate Finance, Management Consulting, Brand Management, Mergers & Acquisitions, Business Development, Emerging Markets, Portfolio Management, Strategic Planning, Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Marketing Management, Strategic Management, Entrepreneurship and Economics
University of California, Irvine 1999 — 2003
Bachelor of Arts (B.A.), Economics
Medivation July 2014 - Present
Pfizer April 2013 - June 2014
Pfizer September 2011 - April 2013
UBS September 2003 - May 2009
Skills
Marketing, Competitive Analysis, Strategy, Cross-functional Team..., Market Research, Business Strategy, Analytics, Marketing Strategy, Financial Modeling, Market Analysis, Segmentation, Product Launch, Product Management, Product Marketing, Data Analysis, Due Diligence, Financial Analysis, Corporate Finance, Management Consulting, Brand Management, Mergers & Acquisitions, Business Development, Emerging Markets, Portfolio Management, Strategic Planning, Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Marketing Management, Strategic Management, Entrepreneurship and Economics
University of California, Irvine 1999 — 2003
Bachelor of Arts (B.A.), Economics
Erik Graber Erik Graber's UBS Experience 1999 - 2001
Job Chief Operating Officer at MF Global
Industry Financial Services
Experience
MF Global 2014 - Present
Goldin Associates 2003 - 2013
Young Broadcasting 2009 - 2010
Refco 2006 - 2007
Mercury Partners LLC 2001 - 2002
UBS 1999 - 2001
Realen Homes 1994 - 1997
Skills
CRO, Interim Management, Financial Advisory, Restructuring
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA
University of Pennsylvania 1987 — 1992
BA/BS, English, Engineering
MF Global 2014 - Present
Goldin Associates 2003 - 2013
Young Broadcasting 2009 - 2010
Refco 2006 - 2007
Mercury Partners LLC 2001 - 2002
UBS 1999 - 2001
Realen Homes 1994 - 1997
Skills
CRO, Interim Management, Financial Advisory, Restructuring
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA
University of Pennsylvania 1987 — 1992
BA/BS, English, Engineering
Nimesh Patel's UBS Experience August 2011 - December 2012
Job CTO, Emmi Solutions LLC
Industry Financial Services
Experience
Emmi Solutions May 2013 - Present
UBS August 2011 - December 2012
ICE Trust May 2010 - August 2011
Boston Options Exchange November 2007 - April 2010
Northport Private Equity 2005 - 2007
CME Group July 2001 - 2007
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Strategic Management and Entrepreneurship
University of Wisconsin-Madison 1998 — 2001
B.S, Electrical and Computer Engineering
Emmi Solutions May 2013 - Present
UBS August 2011 - December 2012
ICE Trust May 2010 - August 2011
Boston Options Exchange November 2007 - April 2010
Northport Private Equity 2005 - 2007
CME Group July 2001 - 2007
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Strategic Management and Entrepreneurship
University of Wisconsin-Madison 1998 — 2001
B.S, Electrical and Computer Engineering
Susannah Howard Susannah Howard's UBS Experience March 2011 - September 2011
Job Senior Manager, Media Services
Industry Marketing and Advertising
Experience
Brand Networks September 2014 - Present
Bank of America March 2013 - September 2014
Huron Consulting Group February 2012 - April 2013
UBS March 2011 - September 2011
Universal Music Group May 2009 - November 2009
MTV Networks May 2008 - August 2008
Skills
Social Networking, Training, Presentations, Relationship-building..., Microsoft Office, Management, Visio, Talent Coordinating, Data Analysis, Music, Advertising, Integrated Marketing, Event Management, Interviews, Futures Trading, Recruiting, Marketing
Education
Saint Mary's (London) 2010 — 2011
International Business
The University of Georgia 2006 — 2010
Bachelor of Arts (BA), Advertising, Spanish
Universidad de Palermo 2008 — 2008
Spanish
Charlotte Country Day 1991 — 2006
High School Diploma
Brand Networks September 2014 - Present
Bank of America March 2013 - September 2014
Huron Consulting Group February 2012 - April 2013
UBS March 2011 - September 2011
Universal Music Group May 2009 - November 2009
MTV Networks May 2008 - August 2008
Skills
Social Networking, Training, Presentations, Relationship-building..., Microsoft Office, Management, Visio, Talent Coordinating, Data Analysis, Music, Advertising, Integrated Marketing, Event Management, Interviews, Futures Trading, Recruiting, Marketing
Education
Saint Mary's (London) 2010 — 2011
International Business
The University of Georgia 2006 — 2010
Bachelor of Arts (BA), Advertising, Spanish
Universidad de Palermo 2008 — 2008
Spanish
Charlotte Country Day 1991 — 2006
High School Diploma
James Caulfield's UBS Experience 1996 - 1997
Job Executive Vice President, Chief Risk Officer New York Branch at Mitsubishi UFJ Trust and Banking Corporation
Industry Banking
Experience
Mitsubishi UFJ Trust & Banking Corporation June 2014 - Present
BP August 2013 - March 2014
BP January 2011 - August 2013
BP July 2007 - January 2011
Agland Partners, LLC September 2006 - May 2007
Ritchie Capital Management August 2003 - August 2006
Bank of America July 1997 - June 2003
UBS 1996 - 1997
First Boston January 1995 - September 1996
ABN AMRO 1987 - 1994
Skills
Credit Risk, Market Risk, Operational Risk, Trading, Derivatives, Enterprise Risk..., Commodity Markets, Options, Hedging, Portfolio Management, Risk Management, Hedge Funds, Credit Trading, Fixed Income Trading, Equity Trading, Interest Rate...
Education
University of Chicago Graduate School of Business
MBA, Stats and Accounting
Georgetown University School of Foreign Service
BS Foreign Service, International Finance and Trade
Mitsubishi UFJ Trust & Banking Corporation June 2014 - Present
BP August 2013 - March 2014
BP January 2011 - August 2013
BP July 2007 - January 2011
Agland Partners, LLC September 2006 - May 2007
Ritchie Capital Management August 2003 - August 2006
Bank of America July 1997 - June 2003
UBS 1996 - 1997
First Boston January 1995 - September 1996
ABN AMRO 1987 - 1994
Skills
Credit Risk, Market Risk, Operational Risk, Trading, Derivatives, Enterprise Risk..., Commodity Markets, Options, Hedging, Portfolio Management, Risk Management, Hedge Funds, Credit Trading, Fixed Income Trading, Equity Trading, Interest Rate...
Education
University of Chicago Graduate School of Business
MBA, Stats and Accounting
Georgetown University School of Foreign Service
BS Foreign Service, International Finance and Trade
Maria Cabanilla's UBS Experience 2002 - 2002
Job Treasury Operations at MicroStrategy Inc
Industry Computer Software
Experience
MicroStrategy June 2012 - Present
CapitalSource May 2007 - June 2012
Promontory Interfinancial Network, LLC October 2005 - April 2007
Freddie Mac November 2003 - October 2005
UBS 2002 - 2002
Skills
Capital Markets, Treasury, Derivatives, Financial Modeling, Financial Analysis, Bloomberg, Portfolio Management, Lean Six Sigma Green..., Finance, Fixed Income, Investments, Analysis, Internal Controls, Due Diligence, Management, Banking, Financial Risk, Forecasting, Corporate Finance, Valuation, Accounting
Education
The University of Chicago Booth School of Business 2001 — 2003
International MBA
MicroStrategy June 2012 - Present
CapitalSource May 2007 - June 2012
Promontory Interfinancial Network, LLC October 2005 - April 2007
Freddie Mac November 2003 - October 2005
UBS 2002 - 2002
Skills
Capital Markets, Treasury, Derivatives, Financial Modeling, Financial Analysis, Bloomberg, Portfolio Management, Lean Six Sigma Green..., Finance, Fixed Income, Investments, Analysis, Internal Controls, Due Diligence, Management, Banking, Financial Risk, Forecasting, Corporate Finance, Valuation, Accounting
Education
The University of Chicago Booth School of Business 2001 — 2003
International MBA
Jim Huk's UBS Experience June 2015 - Present
Job
Industry Financial Services
Experience
UBS June 2015 - Present
GE Capital October 2014 - May 2015
Private Client Resources, LLC January 2014 - October 2014
UBS Investment Bank November 2011 - January 2014
UBS October 2009 - November 2011
UBS May 2007 - October 2009
Purdue Pharma LP January 1999 - April 2007
Hartford Hospital December 1997 - April 1998
Professional Development Group, Inc 1994 - 1996
Skills
Team Leadership, Stakeholder Management, Program Management, Risk Management, Vendor Management, Data Analysis, Cost Control, Cost Analysis, Operations Management, Cost Benefit, Training, Business Analysis, Requirements Analysis, Project Management, Management, Analysis, SharePoint, Requirements Gathering, Banking, Process Improvement, Business Process, PMO, Leadership, Project Planning
Education
The University of Connecticut School of Business 2004 — 2009
MBA, Finance
UBS June 2015 - Present
GE Capital October 2014 - May 2015
Private Client Resources, LLC January 2014 - October 2014
UBS Investment Bank November 2011 - January 2014
UBS October 2009 - November 2011
UBS May 2007 - October 2009
Purdue Pharma LP January 1999 - April 2007
Hartford Hospital December 1997 - April 1998
Professional Development Group, Inc 1994 - 1996
Skills
Team Leadership, Stakeholder Management, Program Management, Risk Management, Vendor Management, Data Analysis, Cost Control, Cost Analysis, Operations Management, Cost Benefit, Training, Business Analysis, Requirements Analysis, Project Management, Management, Analysis, SharePoint, Requirements Gathering, Banking, Process Improvement, Business Process, PMO, Leadership, Project Planning
Education
The University of Connecticut School of Business 2004 — 2009
MBA, Finance
Michael Nirschl's UBS Experience October 2009 - February 2012
Job Speech Modeling @ Google
Industry Internet
Experience
Google October 2012 - Present
Imperial College London March 2012 - September 2012
Merchenta May 2012 - August 2012
UBS October 2009 - February 2012
Saxon Financials March 2009 - September 2009
Goldman Sachs June 2007 - February 2009
Betgenius Ltd December 2006 - May 2007
Softwire Technology Ltd April 2005 - November 2006
Skills
Algorithms, R, Quantitative Analytics, C++, Mathematics, Machine Learning, Statistics, Analytics, Big Data, Trading, Python, Matlab, Hadoop, Fixed Income, Financial Markets, FX, Data Mining, Derivatives, Market Making, Physics, Research, Quantitative, Securities, Data Analysis, Mathematica, Linear Algebra, Calculus, Differential Equations, Dynamical Systems, Mathematical Physics, Quantitative Research, Quantitative Analysis, Quant, Artificial Intelligence, Monte Carlo Simulation, R&D, Predictive Analytics, Applied Mathematics, Leadership
Education
University of Cambridge 2001 — 2005
PhD
University of Cambridge 2000 — 2001
MASt / Part III
Rheinische Friedrich-Wilhelms-Universität Bonn 1997 — 2000
Vordiplom
Google October 2012 - Present
Imperial College London March 2012 - September 2012
Merchenta May 2012 - August 2012
UBS October 2009 - February 2012
Saxon Financials March 2009 - September 2009
Goldman Sachs June 2007 - February 2009
Betgenius Ltd December 2006 - May 2007
Softwire Technology Ltd April 2005 - November 2006
Skills
Algorithms, R, Quantitative Analytics, C++, Mathematics, Machine Learning, Statistics, Analytics, Big Data, Trading, Python, Matlab, Hadoop, Fixed Income, Financial Markets, FX, Data Mining, Derivatives, Market Making, Physics, Research, Quantitative, Securities, Data Analysis, Mathematica, Linear Algebra, Calculus, Differential Equations, Dynamical Systems, Mathematical Physics, Quantitative Research, Quantitative Analysis, Quant, Artificial Intelligence, Monte Carlo Simulation, R&D, Predictive Analytics, Applied Mathematics, Leadership
Education
University of Cambridge 2001 — 2005
PhD
University of Cambridge 2000 — 2001
MASt / Part III
Rheinische Friedrich-Wilhelms-Universität Bonn 1997 — 2000
Vordiplom
Richard Davenport's UBS Experience 2015 - 2015
Job Research, UBS
Industry Financial Services
Experience
Large Hedge Fund / Family Office May 2014 - April 2015
UBS 2015 - 2015
UBS 2015 - 2015
Morgan Stanley May 2013 - May 2014
Liquidnet 2012 - 2013
Bloomberg July 2010 - June 2012
Connexiti LLC 2005 - 2010
Citigroup 2003 - 2005
Citigroup 2000 - 2003
Skills
Supply Chain, Technology, Research, Equity Research, Creativity, Writing, Communication, Microsoft Excel, Bloomberg, Public Speaking, Marketing, Product Development, Product Management, Entrepreneurship, Data Visualization, Technical Analysis, Microsoft Office, Statistics, Problem Solving, Semiconductors, Wireless, EMS, Distributors, Automotive Electronics, Algorithms, Data Analysis, Big Data, Hedge Funds, Financial Risk, Equities, Financial Modeling, Financial Analysis, Start-ups, Business Strategy, Finance, Financial Markets, Management
Education
University of Georgia 1993 — 1995
MA, Comparative Literature
The University of Georgia 1989 — 1993
BA, English
Large Hedge Fund / Family Office May 2014 - April 2015
UBS 2015 - 2015
UBS 2015 - 2015
Morgan Stanley May 2013 - May 2014
Liquidnet 2012 - 2013
Bloomberg July 2010 - June 2012
Connexiti LLC 2005 - 2010
Citigroup 2003 - 2005
Citigroup 2000 - 2003
Skills
Supply Chain, Technology, Research, Equity Research, Creativity, Writing, Communication, Microsoft Excel, Bloomberg, Public Speaking, Marketing, Product Development, Product Management, Entrepreneurship, Data Visualization, Technical Analysis, Microsoft Office, Statistics, Problem Solving, Semiconductors, Wireless, EMS, Distributors, Automotive Electronics, Algorithms, Data Analysis, Big Data, Hedge Funds, Financial Risk, Equities, Financial Modeling, Financial Analysis, Start-ups, Business Strategy, Finance, Financial Markets, Management
Education
University of Georgia 1993 — 1995
MA, Comparative Literature
The University of Georgia 1989 — 1993
BA, English
Alastair Roberts's UBS Experience April 2011 - December 2012
Job Senior Software Developer at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2013 - Present
Liminex Consulting Ltd 2013 - 2013
UBS April 2011 - December 2012
JP Morgan February 2008 - May 2011
Merrill Lynch September 2007 - October 2007
J P Morgan July 2004 - July 2007
Skills
T-SQL, Sybase, Java, Multithreading, SQL, JDBC, XML, JMS, JUnit, Unix, Subversion, XSLT, Eclipse, FX Derivatives, FX Options, Agile Methodologies, Spring, Equities, Java Enterprise Edition, Ant
Education
University of Edinburgh 1994 — 1998
Bachelor of Science (BSc), Computer Science
Morgan Stanley June 2013 - Present
Liminex Consulting Ltd 2013 - 2013
UBS April 2011 - December 2012
JP Morgan February 2008 - May 2011
Merrill Lynch September 2007 - October 2007
J P Morgan July 2004 - July 2007
Skills
T-SQL, Sybase, Java, Multithreading, SQL, JDBC, XML, JMS, JUnit, Unix, Subversion, XSLT, Eclipse, FX Derivatives, FX Options, Agile Methodologies, Spring, Equities, Java Enterprise Edition, Ant
Education
University of Edinburgh 1994 — 1998
Bachelor of Science (BSc), Computer Science
George Helwig, CSM's UBS Experience 1995 - 1999
Job Treasury Funding Project Manager at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank March 2015 - Present
Barclays November 2014 - January 2015
Monticello Consulting Group February 2012 - November 2014
Royal Bank of Scotland June 2007 - September 2011
BNY Mellon 2005 - 2007
Paloma Partners November 2003 - December 2005
UBS 1995 - 1999
Skills
Middle Office, Settlements, FX, Collateral Management, Change Management, Interest Rate Swaps, Money Market, Money Management, Cash Management, Back Office, Sales Support, User Acceptance Testing, Business Requirements, Waterfall, FX Hedging, FX Options, key risk indicators, Options, Financial Risk, Foreign Exchange, Settlement, Investment Banking, Risk Management, Derivatives, Fixed Income, Capital Markets, Trading
Education
The University of Connecticut School of Business 2002 — 2006
MBA, Finance
Western New England University 1986 — 1990
BSBA, Management
UBS Investment Bank March 2015 - Present
Barclays November 2014 - January 2015
Monticello Consulting Group February 2012 - November 2014
Royal Bank of Scotland June 2007 - September 2011
BNY Mellon 2005 - 2007
Paloma Partners November 2003 - December 2005
UBS 1995 - 1999
Skills
Middle Office, Settlements, FX, Collateral Management, Change Management, Interest Rate Swaps, Money Market, Money Management, Cash Management, Back Office, Sales Support, User Acceptance Testing, Business Requirements, Waterfall, FX Hedging, FX Options, key risk indicators, Options, Financial Risk, Foreign Exchange, Settlement, Investment Banking, Risk Management, Derivatives, Fixed Income, Capital Markets, Trading
Education
The University of Connecticut School of Business 2002 — 2006
MBA, Finance
Western New England University 1986 — 1990
BSBA, Management
Peggy McKleroy's UBS Experience March 2001 - January 2004
Job J
Industry Financial Services
Experience
No Name Now March 2011 - Present
Hewins Financial Advisors February 2011 - March 2011
Charles Schwab January 2004 - February 2011
UBS March 2001 - January 2004
Charles Schwab November 1998 - February 2001
Education
The University of Connecticut School of Business 1973 — 1976
bs, marketing
No Name Now March 2011 - Present
Hewins Financial Advisors February 2011 - March 2011
Charles Schwab January 2004 - February 2011
UBS March 2001 - January 2004
Charles Schwab November 1998 - February 2001
Education
The University of Connecticut School of Business 1973 — 1976
bs, marketing
Sam Shpilberg's UBS Experience August 2011 - December 2012
Job CLO/CDO Origination, Structuring and Syndication
Industry Financial Services
Experience
Jefferies & Company January 2013 - Present
UBS August 2011 - December 2012
Barclays Capital September 2008 - August 2011
Lehman Brothers May 2003 - September 2008
Knight Securities September 2000 - December 2001
Goldman Sachs May 1997 - August 2000
GE Capital 1995 - 1997
Skills
CLO, Alternative Investments, Structured Products, Investment Banking, Securitization, CDO, Structured Finance, Fixed Income, Capital Markets, Credit Derivatives, Hedge Funds, Private Equity, Funding, Equities
Education
University of Miami - School of Business 2001 — 2003
MBA, Finance, General
The University of Connecticut School of Business 1995 — 1997
Bachelor of Science Business Administration, Finane
Westhill High School 1988 — 1992
Finance
Jefferies & Company January 2013 - Present
UBS August 2011 - December 2012
Barclays Capital September 2008 - August 2011
Lehman Brothers May 2003 - September 2008
Knight Securities September 2000 - December 2001
Goldman Sachs May 1997 - August 2000
GE Capital 1995 - 1997
Skills
CLO, Alternative Investments, Structured Products, Investment Banking, Securitization, CDO, Structured Finance, Fixed Income, Capital Markets, Credit Derivatives, Hedge Funds, Private Equity, Funding, Equities
Education
University of Miami - School of Business 2001 — 2003
MBA, Finance, General
The University of Connecticut School of Business 1995 — 1997
Bachelor of Science Business Administration, Finane
Westhill High School 1988 — 1992
Finance
Walker Wentworth's UBS Experience September 2002 - Present
Job Associate Director at UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank 2007 - Present
UBS September 2002 - Present
UBS Investment Bank September 2002 - January 2007
Skills
Project Management, Risk Management, Process Improvement, Management, Change Management, Business Process..., Banking, Business Analysis
Education
The University of Edinburgh 1998 — 2002
MA, Philosophy & Economics
UBS Investment Bank 2007 - Present
UBS September 2002 - Present
UBS Investment Bank September 2002 - January 2007
Skills
Project Management, Risk Management, Process Improvement, Management, Change Management, Business Process..., Banking, Business Analysis
Education
The University of Edinburgh 1998 — 2002
MA, Philosophy & Economics
Howard Weinberg's UBS Experience March 2006 - August 2014
Job Senior Credit Analyst at Shenkman Capital Management
Industry Banking
Experience
Shenkman Capital Management August 2014 - Present
UBS March 2006 - August 2014
GE Capital 1995 - 2006
Education
The University of Connecticut 1991 — 2005
Bachelor of Science (BS), Accounting
The University of Connecticut School of Business 2000 — 2002
Master of Business Administration (MBA), Finance
Shenkman Capital Management August 2014 - Present
UBS March 2006 - August 2014
GE Capital 1995 - 2006
Education
The University of Connecticut 1991 — 2005
Bachelor of Science (BS), Accounting
The University of Connecticut School of Business 2000 — 2002
Master of Business Administration (MBA), Finance
Aaron Levitan's UBS Experience July 2011 - May 2013
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
L Capital Asia (LVMH Private Equity) May 2013 - August 2013
UBS July 2011 - May 2013
UBS July 2008 - July 2011
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Accounting, Entrepreneurship
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2008
Masters of Professional Accounting (MPA); Bachelors of Business Administration (BBA)
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
L Capital Asia (LVMH Private Equity) May 2013 - August 2013
UBS July 2011 - May 2013
UBS July 2008 - July 2011
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Accounting, Entrepreneurship
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2008
Masters of Professional Accounting (MPA); Bachelors of Business Administration (BBA)
Elaine Logue Gutbezahl's UBS Experience July 1993 - April 2010
Job Supervision and Controls
Industry Financial Services
Experience
Charles Schwab 2010 - Present
UBS July 1993 - April 2010
Arthur Andersen 1989 - 1993
Skills
Auditing, Wealth Management, Series 63, Qualified Chartered..., Operational Risk..., Series 7, Series 9/10, Series 24, Series 4, Series 65
Education
The University of Edinburgh 1984 — 1988
BSc, Mathematics
Holyrood Secondary 1978 — 1984
Charles Schwab 2010 - Present
UBS July 1993 - April 2010
Arthur Andersen 1989 - 1993
Skills
Auditing, Wealth Management, Series 63, Qualified Chartered..., Operational Risk..., Series 7, Series 9/10, Series 24, Series 4, Series 65
Education
The University of Edinburgh 1984 — 1988
BSc, Mathematics
Holyrood Secondary 1978 — 1984
Joy Tapper's UBS Experience September 2011 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS September 2011 - Present
Merrill Lynch May 2005 - September 2011
Morgan Stanley Dean Witter April 2000 - May 2005
Education
The University of Akron 1976 — 1980
BA, psychology
UBS September 2011 - Present
Merrill Lynch May 2005 - September 2011
Morgan Stanley Dean Witter April 2000 - May 2005
Education
The University of Akron 1976 — 1980
BA, psychology
John (Jack) Flaherty's UBS Experience February 1994 - November 1998
Job Investment Management
Industry Investment Management
Experience
GAM November 2008 - Present
BNP Paribas September 2003 - February 2008
Barclays Capital June 2000 - September 2003
Goldman Sachs February 1999 - February 2000
UBS February 1994 - November 1998
JP Morgan 1992 - 1994
Education
The University of Chicago Booth School of Business 1986 — 1988
University of Illinois at Urbana-Champaign 1978 — 1983
GAM November 2008 - Present
BNP Paribas September 2003 - February 2008
Barclays Capital June 2000 - September 2003
Goldman Sachs February 1999 - February 2000
UBS February 1994 - November 1998
JP Morgan 1992 - 1994
Education
The University of Chicago Booth School of Business 1986 — 1988
University of Illinois at Urbana-Champaign 1978 — 1983
Pat Pilkonis's UBS Experience Vice President, Director of New Business Development/Credit CardsCitibank1997 - 1999
Job Head of Advertising, Americas at UBS
Industry Financial Services
Experience
UBS Vice President, Director of New Business Development/Credit CardsCitibank1997 - 1999
Zurich Scudder Investments 1993 - 1996
Ogilvy & Mather Direct 1986 - 1993
Ogilvy & Mather 1983 - 1993
DDB 1980 - 1983
Skills
Advertising, Marketing, Digital Marketing, Integrated Marketing, New Business Development, Marketing Strategy, Marketing Communications, Strategy, Digital Media, Social Media Marketing, Brand Development, Direct Marketing, Corporate Communications, Strategic Planning, Digital Strategy, Online Advertising, Social Media
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, Marketing and Finance
Williams College 1973 — 1977
BA, Economics
UBS Vice President, Director of New Business Development/Credit CardsCitibank1997 - 1999
Zurich Scudder Investments 1993 - 1996
Ogilvy & Mather Direct 1986 - 1993
Ogilvy & Mather 1983 - 1993
DDB 1980 - 1983
Skills
Advertising, Marketing, Digital Marketing, Integrated Marketing, New Business Development, Marketing Strategy, Marketing Communications, Strategy, Digital Media, Social Media Marketing, Brand Development, Direct Marketing, Corporate Communications, Strategic Planning, Digital Strategy, Online Advertising, Social Media
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, Marketing and Finance
Williams College 1973 — 1977
BA, Economics
Jill Cosgrove's UBS Experience May 2013 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS May 2013 - Present
UBS February 2013 - May 2013
UBS April 2012 - February 2013
UBS December 2008 - April 2012
Deloitte & Touche, LLP January 2006 - November 2008
Education
The University of Connecticut School of Business 2001 — 2006
Bachelor of Science in Business Administration, M.S. Accounting, Accounting
The University of Connecticut
UBS May 2013 - Present
UBS February 2013 - May 2013
UBS April 2012 - February 2013
UBS December 2008 - April 2012
Deloitte & Touche, LLP January 2006 - November 2008
Education
The University of Connecticut School of Business 2001 — 2006
Bachelor of Science in Business Administration, M.S. Accounting, Accounting
The University of Connecticut
Ryan Burt's UBS Experience April 2006 - September 2006
Job Senior Financial Analyst
Industry Automotive
Experience
Exel July 2013 - Present
Ford Motor Company September 2010 - April 2013
The Ohio State University June 2010 - September 2010
The Ohio State University September 2008 - June 2010
Resource Interactive June 2009 - September 2009
Ford Motor Company 2007 - 2008
UBS April 2006 - September 2006
Skills
Financial Modeling, Financial Analysis, Data Analysis, Forecasting, Financial Reporting, Corporate Finance, Microsoft Excel, Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
Master of Business Administration (MBA), Finance, General, 3.7
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General, 3.7
Exel July 2013 - Present
Ford Motor Company September 2010 - April 2013
The Ohio State University June 2010 - September 2010
The Ohio State University September 2008 - June 2010
Resource Interactive June 2009 - September 2009
Ford Motor Company 2007 - 2008
UBS April 2006 - September 2006
Skills
Financial Modeling, Financial Analysis, Data Analysis, Forecasting, Financial Reporting, Corporate Finance, Microsoft Excel, Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
Master of Business Administration (MBA), Finance, General, 3.7
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General, 3.7
Richard Ziegelasch's UBS Experience Executive DirectorUBS Wealth Management1994 - Present
Job Executive Director at UBS
Industry Banking
Experience
UBS Executive DirectorUBS Wealth Management1994 - Present
Education
The University of Georgia 1980 — 1983
UBS Executive DirectorUBS Wealth Management1994 - Present
Education
The University of Georgia 1980 — 1983
Nicole Nufer's UBS Experience 1995 - 1998
Job Global Purchasing at Wildlife Conservation Society
Industry Financial Services
Experience
Wildlife Conservation Society September 2013 - Present
Randstad May 2013 - August 2013
Morgan Stanley 2010 - April 2013
Morgan Stanley 2008 - 2010
Morgan Stanley 1999 - 2008
Morgan Stanley 1998 - 1999
UBS 1995 - 1998
ICL Fujitsu 1989 - 1995
Facility Group 1988 - 1989
Skills
Strategic Sourcing, Contract Negotiations, Supplier Management, Business Analysis, Project Management, Staff Development, Global Category..., Procurement, Supply Management, Management, Global Sourcing, Outsourcing, Sourcing, Vendor Management, Capital Markets, Contract Negotiation, Portfolio Management, Cross-functional Team..., International Business..., Equities, IT Service Management, Investment Banking, IT contract negotiation, Consortium, Sales, Purchasing
Education
The University of Edinburgh 1984 — 1988
Bcom Hon, Business Studies
Wildlife Conservation Society September 2013 - Present
Randstad May 2013 - August 2013
Morgan Stanley 2010 - April 2013
Morgan Stanley 2008 - 2010
Morgan Stanley 1999 - 2008
Morgan Stanley 1998 - 1999
UBS 1995 - 1998
ICL Fujitsu 1989 - 1995
Facility Group 1988 - 1989
Skills
Strategic Sourcing, Contract Negotiations, Supplier Management, Business Analysis, Project Management, Staff Development, Global Category..., Procurement, Supply Management, Management, Global Sourcing, Outsourcing, Sourcing, Vendor Management, Capital Markets, Contract Negotiation, Portfolio Management, Cross-functional Team..., International Business..., Equities, IT Service Management, Investment Banking, IT contract negotiation, Consortium, Sales, Purchasing
Education
The University of Edinburgh 1984 — 1988
Bcom Hon, Business Studies
Lisa Feld's UBS Experience April 2014 - Present
Job Global Head of InvestigationsCompliance and Operational Risk Control
Industry Banking
Experience
UBS April 2014 - Present
UBS Investment Bank September 2012 - Present
UBS October 1985 - Present
Skills
Change Management
Education
The University of Georgia
B.S., Computer Science
UBS April 2014 - Present
UBS Investment Bank September 2012 - Present
UBS October 1985 - Present
Skills
Change Management
Education
The University of Georgia
B.S., Computer Science
Robert McBride's UBS Experience August 2004 - February 2008
Job Commodities Markets Specialist at Bloomberg LP
Industry Oil & Energy
Experience
Bloomberg LP August 2015 - Present
BNP Paribas Commodity Derivatives Americas April 2010 - July 2015
Hess Energy Trading Co April 2009 - March 2010
JP Morgan March 2008 - March 2009
UBS August 2004 - February 2008
Tucker Anthony Capital Markets November 2000 - May 2002
Perot Systems October 1998 - October 2000
United States Navy October 1993 - October 1998
Skills
Hedging, Commodity, Derivatives, Trading, Commodity Markets, Options, Hedge Funds, Financial Modeling, Investment Banking, Equities, Capital Markets, Valuation, Mergers & Acquisitions, Fixed Income, Market Risk, Structured Products, Swaps
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA
University of Notre Dame 1989 — 1993
BS, Mathematics
Bloomberg LP August 2015 - Present
BNP Paribas Commodity Derivatives Americas April 2010 - July 2015
Hess Energy Trading Co April 2009 - March 2010
JP Morgan March 2008 - March 2009
UBS August 2004 - February 2008
Tucker Anthony Capital Markets November 2000 - May 2002
Perot Systems October 1998 - October 2000
United States Navy October 1993 - October 1998
Skills
Hedging, Commodity, Derivatives, Trading, Commodity Markets, Options, Hedge Funds, Financial Modeling, Investment Banking, Equities, Capital Markets, Valuation, Mergers & Acquisitions, Fixed Income, Market Risk, Structured Products, Swaps
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA
University of Notre Dame 1989 — 1993
BS, Mathematics
Ed Sunoo's UBS Experience 1999 - 2002
Job Managing Director at Deustche Bank
Industry Banking
Experience
Deutsche Bank February 2003 - Present
UBS 1999 - 2002
Salomon Brothers 1997 - 1999
JPMorgan Chase 1991 - 1996
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA
University of California, Berkeley 1981 — 1986
BS, Chemical Engineering
Deutsche Bank February 2003 - Present
UBS 1999 - 2002
Salomon Brothers 1997 - 1999
JPMorgan Chase 1991 - 1996
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA
University of California, Berkeley 1981 — 1986
BS, Chemical Engineering
Imran Jamal's UBS Experience October 2010 - Present
Job Specialist Controller, Associate Director at UBS Investment Bank
Industry Financial Services
Experience
UBS October 2010 - Present
Skills
Quality Control, Client Tax Reporting, MS Office Suite, Access, Reconciliation, Compliance, Risk Management, Tax, Banking, Data Analysis, Visio, Account Reconciliation, Training, Fixed Income, Valuation, Microsoft Office, Accounting, Investment Banking, Hedge Funds, Financial Analysis, Finance, Analysis, Financial Modeling
Education
The University of Connecticut School of Business 2006 — 2008
MBA
University of Bridgeport 2005 — 2005
Master's degree
Truman State University 1999 — 2003
Bachelors of Science
UBS October 2010 - Present
Skills
Quality Control, Client Tax Reporting, MS Office Suite, Access, Reconciliation, Compliance, Risk Management, Tax, Banking, Data Analysis, Visio, Account Reconciliation, Training, Fixed Income, Valuation, Microsoft Office, Accounting, Investment Banking, Hedge Funds, Financial Analysis, Finance, Analysis, Financial Modeling
Education
The University of Connecticut School of Business 2006 — 2008
MBA
University of Bridgeport 2005 — 2005
Master's degree
Truman State University 1999 — 2003
Bachelors of Science
Patricia Holmes's UBS Experience April 2014 - Present
Job Director, Control Officer at UBS
Industry Financial Services
Experience
UBS April 2014 - Present
UBS September 2012 - April 2014
Morgan Stanley Private Wealth Management December 2006 - October 2012
Morgan Stanley Private Wealth Management September 2003 - December 2006
Morgan Stanley March 2003 - September 2003
Merrill Lynch August 1999 - March 2003
Education
University of Houston 1996 — 1998
Graduate; B.A, Psychology
The University of Dallas 1994 — 1996
Psychology
Rice Continue Studies - French
UBS April 2014 - Present
UBS September 2012 - April 2014
Morgan Stanley Private Wealth Management December 2006 - October 2012
Morgan Stanley Private Wealth Management September 2003 - December 2006
Morgan Stanley March 2003 - September 2003
Merrill Lynch August 1999 - March 2003
Education
University of Houston 1996 — 1998
Graduate; B.A, Psychology
The University of Dallas 1994 — 1996
Psychology
Rice Continue Studies - French
William (Adam) Barton's UBS Experience March 2011 - September 2012
Job Business Systems Analyst
Industry Computer Software
Experience
Travelers December 2014 - Present
TyMetrix September 2012 - December 2014
UBS March 2011 - September 2012
CIGNA Healthcare August 2009 - March 2011
Skills
Insurance, Business Analysis, Financial Analysis, Microsoft Excel, Project Management, Finance, Leadership, Process Improvement, Visio, Analysis, CRM, Requirements Gathering, SDLC, Strategy, Microsoft Office, Requirements Analysis, Business Process..., SharePoint, SaaS, Agile Methodologies, Iterative Design, Lean Software..., Technology Product..., Vendor Management
Education
The University of Connecticut School of Business 2009 — 2012
MBA, Finance
University of Connecticut 2003 — 2006
Bachelor's, Political Science
Travelers December 2014 - Present
TyMetrix September 2012 - December 2014
UBS March 2011 - September 2012
CIGNA Healthcare August 2009 - March 2011
Skills
Insurance, Business Analysis, Financial Analysis, Microsoft Excel, Project Management, Finance, Leadership, Process Improvement, Visio, Analysis, CRM, Requirements Gathering, SDLC, Strategy, Microsoft Office, Requirements Analysis, Business Process..., SharePoint, SaaS, Agile Methodologies, Iterative Design, Lean Software..., Technology Product..., Vendor Management
Education
The University of Connecticut School of Business 2009 — 2012
MBA, Finance
University of Connecticut 2003 — 2006
Bachelor's, Political Science
Seema Mohanty's UBS Experience January 2007 - July 2008
Job Managing Director at Mohanty Gargiulo LLC
Industry Financial Services
Experience
Mohanty Gargiulo LLC August 2008 - Present
UBS January 2007 - July 2008
Morgan Stanley 2001 - 2006
JPMorgan April 1995 - February 2001
Skills
Series 7, Fixed Income, Structured Products, Investment Banking, Bonds, Series 63, Derivatives, Capital Markets, Financial Modeling, Alternative Investments, Bloomberg, Securities, Hedge Funds, Investments, Structured Finance, Risk Management, Valuation, Equities
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance and Economics
University of Michigan 1986 — 1990
BA, Economics
Mohanty Gargiulo LLC August 2008 - Present
UBS January 2007 - July 2008
Morgan Stanley 2001 - 2006
JPMorgan April 1995 - February 2001
Skills
Series 7, Fixed Income, Structured Products, Investment Banking, Bonds, Series 63, Derivatives, Capital Markets, Financial Modeling, Alternative Investments, Bloomberg, Securities, Hedge Funds, Investments, Structured Finance, Risk Management, Valuation, Equities
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance and Economics
University of Michigan 1986 — 1990
BA, Economics
Louise Kittle's UBS Experience 2010 - August 2012
Job Director of Investor Relations at Premium Point Investments
Industry Banking
Experience
Premium Point Investments December 2014 - Present
Societe Generale August 2012 - December 2014
UBS 2010 - August 2012
Cantor Fitzgerald 2009 - 2010
Credit Suisse 2005 - 2008
Credit Suisse 2002 - 2005
Credit Suisse 1999 - 2002
Skills
Bonds, Capital Markets, Leveraged Finance, Structured Products, Trading Systems, Sales, Derivatives, Trading, Equities, Bloomberg, Investments, Alternative Investments, Series 7, Emerging Markets, Fixed Income, FX Options, Electronic Trading, Hedge Funds, Investment Banking, Portfolio Management, Options, Asset Management, Financial Markets, Securities, Swaps, Interest Rate..., Series 63
Education
The University of Edinburgh
Master of Arts (M.A.), Economics, First Class Honors
Premium Point Investments December 2014 - Present
Societe Generale August 2012 - December 2014
UBS 2010 - August 2012
Cantor Fitzgerald 2009 - 2010
Credit Suisse 2005 - 2008
Credit Suisse 2002 - 2005
Credit Suisse 1999 - 2002
Skills
Bonds, Capital Markets, Leveraged Finance, Structured Products, Trading Systems, Sales, Derivatives, Trading, Equities, Bloomberg, Investments, Alternative Investments, Series 7, Emerging Markets, Fixed Income, FX Options, Electronic Trading, Hedge Funds, Investment Banking, Portfolio Management, Options, Asset Management, Financial Markets, Securities, Swaps, Interest Rate..., Series 63
Education
The University of Edinburgh
Master of Arts (M.A.), Economics, First Class Honors
Fengdong Du's UBS Experience June 2006 - April 2010
Job Quantitative Analyst at Bloomberg LP
Industry Capital Markets
Experience
Bloomberg LP November 2013 - Present
Citi April 2010 - November 2013
UBS June 2006 - April 2010
WestEnd Capital Management, Bermuda June 2004 - June 2006
Education
University of Chicago 2007 — 2009
master, Mathematical Finance
The University of British Columbia 2002 — 2004
Master's degree, Computer Science
Bloomberg LP November 2013 - Present
Citi April 2010 - November 2013
UBS June 2006 - April 2010
WestEnd Capital Management, Bermuda June 2004 - June 2006
Education
University of Chicago 2007 — 2009
master, Mathematical Finance
The University of British Columbia 2002 — 2004
Master's degree, Computer Science
Herman Schroeder, CFA's UBS Experience January 2006 - December 2006
Job Associate Director, Investment Banking
Industry Banking
Experience
UBS Investment Bank July 2014 - Present
The Gladstone Companies January 2014 - March 2014
UBS Investment Bank June 2013 - August 2013
KPMG September 2008 - August 2012
Morgan Stanley January 2007 - November 2007
UBS January 2006 - December 2006
Imalivest August 2005 - January 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Private Equity, IFRS, Investment Banking, Financial Reporting, Business Valuation, Capital Markets, Mergers & Acquisitions, Equities, Internal Controls, Bloomberg, Investments, Accounting, Hedge Funds, Financial Accounting, Derivatives, Auditing, Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
The University of Edinburgh 2001 — 2005
Master of Arts (M.A.), Economics and Accounting
Wellington College 1999 — 2001
Saint Stithians 1996 — 1999
UBS Investment Bank July 2014 - Present
The Gladstone Companies January 2014 - March 2014
UBS Investment Bank June 2013 - August 2013
KPMG September 2008 - August 2012
Morgan Stanley January 2007 - November 2007
UBS January 2006 - December 2006
Imalivest August 2005 - January 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Private Equity, IFRS, Investment Banking, Financial Reporting, Business Valuation, Capital Markets, Mergers & Acquisitions, Equities, Internal Controls, Bloomberg, Investments, Accounting, Hedge Funds, Financial Accounting, Derivatives, Auditing, Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
The University of Edinburgh 2001 — 2005
Master of Arts (M.A.), Economics and Accounting
Wellington College 1999 — 2001
Saint Stithians 1996 — 1999
Michael Langschultz's UBS Experience June 2008 - June 2009
Job Client Onboarding at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland September 2012 - Present
Bloomberg October 2011 - June 2012
Standard & Poor's December 2009 - October 2011
UBS June 2008 - June 2009
Skills
Analytics, Onboarding, Sales, Team Management, Project Management, Customer Service, Client Relations
Education
The University of Connecticut School of Business 2004 — 2008
Bachelor of Science in Business Administration, Finance
Royal Bank of Scotland September 2012 - Present
Bloomberg October 2011 - June 2012
Standard & Poor's December 2009 - October 2011
UBS June 2008 - June 2009
Skills
Analytics, Onboarding, Sales, Team Management, Project Management, Customer Service, Client Relations
Education
The University of Connecticut School of Business 2004 — 2008
Bachelor of Science in Business Administration, Finance
Daniel Moon's UBS Experience May 2007 - September 2008
Job Ernst & Young Performance Improvement Financial Services
Industry Financial Services
Experience
Ernst & Young LLP September 2008 - Present
UBS May 2007 - September 2008
Bain & Company April 2006 - October 2006
Skills
Internal Controls, Financial Reporting, Requirements Gathering, SDLC, Business Process Design, Business Process..., Financial Services, Project Management, Banking, Management Consulting, Risk Assessment, Business Requirements, Sarbanes-Oxley Act, Wealth Management, Investments, Internal Audit, Business Strategy, Accounting, Auditing, Financial Analysis, Consulting, Financial Modeling
Education
The University of Connecticut School of Business 2004 — 2008
Accounting
High School
Yonseii
Ernst & Young LLP September 2008 - Present
UBS May 2007 - September 2008
Bain & Company April 2006 - October 2006
Skills
Internal Controls, Financial Reporting, Requirements Gathering, SDLC, Business Process Design, Business Process..., Financial Services, Project Management, Banking, Management Consulting, Risk Assessment, Business Requirements, Sarbanes-Oxley Act, Wealth Management, Investments, Internal Audit, Business Strategy, Accounting, Auditing, Financial Analysis, Consulting, Financial Modeling
Education
The University of Connecticut School of Business 2004 — 2008
Accounting
High School
Yonseii
Marisa Taroli's UBS Experience June 2010 - August 2010
Job Financial Analyst at Pitney Bowes
Industry Financial Services
Experience
Pitney Bowes February 2015 - Present
Pitney Bowes February 2014 - February 2015
Pitney Bowes June 2011 - February 2014
UBS June 2010 - August 2010
Skills
Forecasting, Financial Analysis, Financial Reporting, Analysis, Microsoft Excel, Variance Analysis, Strategic Financial..., PowerPoint, Analytics, SAP, Hyperion HFM, Cognos
Education
The University of Connecticut School of Business 2014 — 2018
Master of Business Administration (M.B.A.), Finance
The University of Connecticut School of Business 2006 — 2010
Bachelor of Science (BS), Finance
Pitney Bowes February 2015 - Present
Pitney Bowes February 2014 - February 2015
Pitney Bowes June 2011 - February 2014
UBS June 2010 - August 2010
Skills
Forecasting, Financial Analysis, Financial Reporting, Analysis, Microsoft Excel, Variance Analysis, Strategic Financial..., PowerPoint, Analytics, SAP, Hyperion HFM, Cognos
Education
The University of Connecticut School of Business 2014 — 2018
Master of Business Administration (M.B.A.), Finance
The University of Connecticut School of Business 2006 — 2010
Bachelor of Science (BS), Finance
Christopher Apgar's UBS Experience June 2005 - July 2005
Job Knowledge Management Specialist (US) at eBay Inc
Industry Internet
Experience
eBay Inc January 2013 - Present
StoryRock Publishing October 2012 - January 2013
Light Farm Energy June 2011 - August 2011
Gates Capital Management June 2010 - August 2010
Admiral Metals January 2010 - May 2010
UBS June 2005 - July 2005
Skills
Marketing Communications, Competitive Analysis, New Business Development, Sales Process, Microsoft Office, Customer Service, Process Improvement, Microsoft Excel, Microsoft Word, Business Writing, B2B Marketing Strategy, Case Studies, Business Process..., Content Management, Content Writing, PowerPoint, Research, Social Media
Education
Tufts University 2008 — 2012
Bachelor of Arts, English
The University of Hong Kong 2011 — 2011
Phillips Exeter Academy 2003 — 2007
Classical Diploma
eBay Inc January 2013 - Present
StoryRock Publishing October 2012 - January 2013
Light Farm Energy June 2011 - August 2011
Gates Capital Management June 2010 - August 2010
Admiral Metals January 2010 - May 2010
UBS June 2005 - July 2005
Skills
Marketing Communications, Competitive Analysis, New Business Development, Sales Process, Microsoft Office, Customer Service, Process Improvement, Microsoft Excel, Microsoft Word, Business Writing, B2B Marketing Strategy, Case Studies, Business Process..., Content Management, Content Writing, PowerPoint, Research, Social Media
Education
Tufts University 2008 — 2012
Bachelor of Arts, English
The University of Hong Kong 2011 — 2011
Phillips Exeter Academy 2003 — 2007
Classical Diploma
Derek Zeng's UBS Experience August 2012 - January 2013
Job Trade Support, Pricing Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2013 - Present
UBS August 2012 - January 2013
UBS June 2011 - December 2011
Fund of Hedge Funds project August 2010 - December 2011
Coopertire and Rubber Trading 2008 - 2010
LG Corp. 2006 - 2008
Skills
Excel, VBA, SAP, Matlab, PowerPoint, Bloomberg Terminal, Risk Metrics, Derivatives, Risk Management, Credit Risk, SQL, SAS, Market Risk, Country Risk Analysis, Access
Education
The University of Connecticut School of Business 2010 — 2011
MS, Financial Risk Management
J.P. Morgan February 2013 - Present
UBS August 2012 - January 2013
UBS June 2011 - December 2011
Fund of Hedge Funds project August 2010 - December 2011
Coopertire and Rubber Trading 2008 - 2010
LG Corp. 2006 - 2008
Skills
Excel, VBA, SAP, Matlab, PowerPoint, Bloomberg Terminal, Risk Metrics, Derivatives, Risk Management, Credit Risk, SQL, SAS, Market Risk, Country Risk Analysis, Access
Education
The University of Connecticut School of Business 2010 — 2011
MS, Financial Risk Management
Krystal Zhu's UBS Experience June 2010 - August 2010
Job MBA Candidate at University of Chicago Booth School of Business
Industry Investment Management
Experience
AUC Endowment March 2013 - July 2015
Kota Global Securities 2012 - 2013
UBS June 2010 - August 2010
CMC Markets June 2009 - July 2009
PwC January 2009 - January 2009
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance & General Management
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master of Science (MS), Finance, Beta Gamma Sigma
University of Virginia - McIntire School of Commerce 2007 — 2011
Bachelor of Science in Commerce, Finance, Accounting, Economics
The Experimental High School Attached to Beijing Normal University 2004 — 2007
High School
AUC Endowment March 2013 - July 2015
Kota Global Securities 2012 - 2013
UBS June 2010 - August 2010
CMC Markets June 2009 - July 2009
PwC January 2009 - January 2009
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance & General Management
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master of Science (MS), Finance, Beta Gamma Sigma
University of Virginia - McIntire School of Commerce 2007 — 2011
Bachelor of Science in Commerce, Finance, Accounting, Economics
The Experimental High School Attached to Beijing Normal University 2004 — 2007
High School
Lisa M. Wu's UBS Experience 1991 - 1996
Job Strategic Brand Mgmt & Business Development Professional in Luxury Goods & Financial Services with over 15 years in Asia
Industry Luxury Goods & Jewelry
Experience
Athena Global Advisors ("AGA") 2014 - Present
LMW Advisory 2007 - 2013
Shanghai Tang 1999 - 2005
Aramis, Inc. (part of the Estee Lauder Group) 1998 - 1999
UBS 1991 - 1996
Skills
Strategic Brand..., New Business Development, International Expansion..., Client Servicing, Luxury Good Retail, Change Management, Marketing and Sales, General Management, Strategy & Structure..., Financial Services, Investment Banking, Executive Search, Management, Capital Markets, Derivatives, Brand Management, CRM, Business Development, Marketing Strategy, Start-ups, Strategy, Luxury Brand Marketing, Lifestyle Management, Luxury Lifestyle, Luxury Goods
Education
Wellesley College 1988 — 1991
BA, Economics, Chinese Studies
University of Chicago Graduate School of Business 1996 — 1998
MBA, Marketing and Strategy
Athena Global Advisors ("AGA") 2014 - Present
LMW Advisory 2007 - 2013
Shanghai Tang 1999 - 2005
Aramis, Inc. (part of the Estee Lauder Group) 1998 - 1999
UBS 1991 - 1996
Skills
Strategic Brand..., New Business Development, International Expansion..., Client Servicing, Luxury Good Retail, Change Management, Marketing and Sales, General Management, Strategy & Structure..., Financial Services, Investment Banking, Executive Search, Management, Capital Markets, Derivatives, Brand Management, CRM, Business Development, Marketing Strategy, Start-ups, Strategy, Luxury Brand Marketing, Lifestyle Management, Luxury Lifestyle, Luxury Goods
Education
Wellesley College 1988 — 1991
BA, Economics, Chinese Studies
University of Chicago Graduate School of Business 1996 — 1998
MBA, Marketing and Strategy
John W. Packard's UBS Experience August 2000 - October 2003
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2003 - Present
UBS August 2000 - October 2003
J. C. Bradford & Co. June 1996 - August 2000
Merrill Lynch October 1994 - July 1996
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Series 66
Education
The Ohio State University - The Max M. Fisher College of Business
BS
Washington University in St. Louis
MBA
Wells Fargo Advisors September 2003 - Present
UBS August 2000 - October 2003
J. C. Bradford & Co. June 1996 - August 2000
Merrill Lynch October 1994 - July 1996
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Series 66
Education
The Ohio State University - The Max M. Fisher College of Business
BS
Washington University in St. Louis
MBA
Mira Bailey's UBS Experience 2007 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
The Mutual Fund Store May 2015 - Present
Eileen M Burkhart & Co LLC August 2012 - June 2013
UBS 2007 - 2009
KeyBank/McDonald Investments 1993 - 2009
Skills
Investments, Budgets, Strategic Financial..., Management, Finance, Human Resources, Employee Benefits, Business Analysis, Business Strategy, Business Planning, Mergers & Acquisitions, Portfolio Management, Banking, Risk Management, Asset Management, Recruiting
Education
The University of Akron 1985 — 1989
Bachelor of Business Administration, Finance
Lake Catholic High School 1981 — 1985
The Mutual Fund Store May 2015 - Present
Eileen M Burkhart & Co LLC August 2012 - June 2013
UBS 2007 - 2009
KeyBank/McDonald Investments 1993 - 2009
Skills
Investments, Budgets, Strategic Financial..., Management, Finance, Human Resources, Employee Benefits, Business Analysis, Business Strategy, Business Planning, Mergers & Acquisitions, Portfolio Management, Banking, Risk Management, Asset Management, Recruiting
Education
The University of Akron 1985 — 1989
Bachelor of Business Administration, Finance
Lake Catholic High School 1981 — 1985
Flordeliz Herrera's UBS Experience October 2008 - July 2009
Job Software Engineer
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch November 2009 - November 2011
UBS October 2008 - July 2009
Morgan Stanley October 2007 - June 2008
PFPC May 2005 - October 2007
Verizon November 2004 - April 2005
Prudential Financial January 2004 - October 2004
Business Software Solutios (BSS) October 2003 - December 2003
PFPC July 2003 - September 2003
Prudential Securities November 1997 - December 2002
Solidbank Corp. November 1993 - October 1997
Skills
COBOLII, CICS, DB2, MQ Series, VSAM, Syncsort, Comparex, Serena Changeman, Endeavor, Xpediter, IDCAMS, Fileaid, IOF, SDSF
Education
The Philippine Women's University 1987 — 1991
Bachelor of Science (BS), Computer Science
Bank of America Merrill Lynch November 2009 - November 2011
UBS October 2008 - July 2009
Morgan Stanley October 2007 - June 2008
PFPC May 2005 - October 2007
Verizon November 2004 - April 2005
Prudential Financial January 2004 - October 2004
Business Software Solutios (BSS) October 2003 - December 2003
PFPC July 2003 - September 2003
Prudential Securities November 1997 - December 2002
Solidbank Corp. November 1993 - October 1997
Skills
COBOLII, CICS, DB2, MQ Series, VSAM, Syncsort, Comparex, Serena Changeman, Endeavor, Xpediter, IDCAMS, Fileaid, IOF, SDSF
Education
The Philippine Women's University 1987 — 1991
Bachelor of Science (BS), Computer Science
Daniel Sofric, PMP's UBS Experience October 2014 - Present
Job Associate Director, Data Analytics at UBS
Industry Financial Services
Experience
UBS October 2014 - Present
Deloitte September 2009 - October 2014
Skills
Management Consulting, Enterprise Risk..., Business Analysis, Risk Assessment, Visio, Risk Management, Data Analysis, Analytics, IT Audit, Business Process, Governance
Education
The University of Connecticut School of Business 2004 — 2008
Bachelor's degree, Management Information Systems
UBS October 2014 - Present
Deloitte September 2009 - October 2014
Skills
Management Consulting, Enterprise Risk..., Business Analysis, Risk Assessment, Visio, Risk Management, Data Analysis, Analytics, IT Audit, Business Process, Governance
Education
The University of Connecticut School of Business 2004 — 2008
Bachelor's degree, Management Information Systems
Albert Lucci's UBS Experience Vice PresidentMorgan StanleyJuly 1993 - July 2011
Job Vice PresidentFinancial Advisor at UBS
Industry Financial Services
Experience
UBS Vice PresidentMorgan StanleyJuly 1993 - July 2011
Merrill Lynch July 1987 - July 1993
Education
OHIO STATE UNIVERSITY
Bachelor’s Degree, Business Administration and Finance
UBS Vice PresidentMorgan StanleyJuly 1993 - July 2011
Merrill Lynch July 1987 - July 1993
Education
OHIO STATE UNIVERSITY
Bachelor’s Degree, Business Administration and Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.