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
Evans Swann Evans Swann's UBS Experience April 1990 - December 1999
Job Senior Vice President and Manager, Energy Finance at Comerica Bank
Industry Banking
Experience
Comerica Bank September 2014 - Present
Wells Fargo Securities April 2012 - August 2014
BNP Paribas November 2001 - April 2012
Enron Energy Services January 2000 - October 2001
UBS April 1990 - December 1999
Skills
Syndications, Structured Finance, Financial Analysis, Energy, Fixed Income, Loan Origination, Investment Banking, Commercial Banking, Asset Based Lending, Leveraged Finance, New Business Development, Capital Markets
Education
The University of Texas at Austin 1977 — 1978
MBA, Finance
Comerica Bank September 2014 - Present
Wells Fargo Securities April 2012 - August 2014
BNP Paribas November 2001 - April 2012
Enron Energy Services January 2000 - October 2001
UBS April 1990 - December 1999
Skills
Syndications, Structured Finance, Financial Analysis, Energy, Fixed Income, Loan Origination, Investment Banking, Commercial Banking, Asset Based Lending, Leveraged Finance, New Business Development, Capital Markets
Education
The University of Texas at Austin 1977 — 1978
MBA, Finance
Thomas Cambridge Thomas Cambridge's UBS Experience January 2006 - April 2010
Job Actor at Self Employed
Industry Entertainment
Experience
Self Employed August 2014 - Present
Penny Templeton Studio January 2013 - December 2014
UBS January 2006 - April 2010
UBS Investment Bank September 2003 - December 2005
Skills
Program Management, Change Management, Risk Management, Management, Leadership, Governance, Strategic Planning, Training, Team Building, Software Development, Financial Analysis, Infrastructure, Business Analysis, Data Analysis, Executive Management, IT Strategy, SQL, Team Leadership, Vendor Management
Education
Upright Citizens Brigade 2013 — 2013
Long Form Comedy Improv
NYU Stern School of Business 1992 — 1997
MBA, Finance, Information Systems
The University of Texas at Austin 1977 — 1982
BBA, Data Processing & Analysis
Penny Templeton Studio
Master Acting Class
Self Employed August 2014 - Present
Penny Templeton Studio January 2013 - December 2014
UBS January 2006 - April 2010
UBS Investment Bank September 2003 - December 2005
Skills
Program Management, Change Management, Risk Management, Management, Leadership, Governance, Strategic Planning, Training, Team Building, Software Development, Financial Analysis, Infrastructure, Business Analysis, Data Analysis, Executive Management, IT Strategy, SQL, Team Leadership, Vendor Management
Education
Upright Citizens Brigade 2013 — 2013
Long Form Comedy Improv
NYU Stern School of Business 1992 — 1997
MBA, Finance, Information Systems
The University of Texas at Austin 1977 — 1982
BBA, Data Processing & Analysis
Penny Templeton Studio
Master Acting Class
Kevin Monn, CFA Kevin Monn, CFA's UBS Experience August 2006 - December 2009
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2009 - Present
UBS August 2006 - December 2009
Piper Jaffray November 1991 - August 2006
Education
University of Notre Dame 2002 — 2004
Master of Business Administration (M.B.A.)
The University of North Dakota 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Financial Management Services
RBC Wealth Management December 2009 - Present
UBS August 2006 - December 2009
Piper Jaffray November 1991 - August 2006
Education
University of Notre Dame 2002 — 2004
Master of Business Administration (M.B.A.)
The University of North Dakota 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Patrick Kearns Patrick Kearns's UBS Experience August 2000 - September 2009
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2009 - Present
UBS August 2000 - September 2009
Prudential Securities January 1995 - January 2000
Education
The University of Texas at Austin
Wells Fargo Advisors, LLC August 2009 - Present
UBS August 2000 - September 2009
Prudential Securities January 1995 - January 2000
Education
The University of Texas at Austin
Tony Steffan, CFP® Tony Steffan, CFP®'s UBS Experience November 2008 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley December 1993 - November 2008
Education
The University of New Mexico 1988 — 1992
UBS November 2008 - Present
Morgan Stanley December 1993 - November 2008
Education
The University of New Mexico 1988 — 1992
Monica Reasoner Monica Reasoner's UBS Experience February 2002 - August 2004
Job Financial Services Professional
Industry Financial Services
Experience
Markit September 2012 - Present
Lombard Odier November 2007 - January 2011
Dillon Read Capital Management July 2006 - November 2007
BNP Paribas August 2004 - July 2006
UBS February 2002 - August 2004
Enron September 1997 - February 2002
Skills
Equities, Risk Management, Fixed Income, Securities, Financial Analysis, Financial Modeling, Derivatives, Asset Management, Hedge Funds, Bloomberg, Financial Reporting, Corporate Finance, Valuation, Capital Markets, Trading
Education
The University of Texas at El Paso 1992 — 1997
Bachelor of Business Administration (BBA), Accounting
Markit September 2012 - Present
Lombard Odier November 2007 - January 2011
Dillon Read Capital Management July 2006 - November 2007
BNP Paribas August 2004 - July 2006
UBS February 2002 - August 2004
Enron September 1997 - February 2002
Skills
Equities, Risk Management, Fixed Income, Securities, Financial Analysis, Financial Modeling, Derivatives, Asset Management, Hedge Funds, Bloomberg, Financial Reporting, Corporate Finance, Valuation, Capital Markets, Trading
Education
The University of Texas at El Paso 1992 — 1997
Bachelor of Business Administration (BBA), Accounting
Shane Neal Shane Neal's UBS Experience January 1998 - June 2011
Job Financial Advisor
Industry Financial Services
Experience
NA March 2010 - Present
UBS January 1998 - June 2011
Unum 1996 - 1998
Skills
Portfolio Management, Wealth Management, Investments, Financial Analysis, Retirement Planning, Asset Allocation, Asset Management, Strategic Financial..., Series 7, Insurance, Alternative Investments, Mutual Funds, Life Insurance, Financial Services, Investment Advisory, Long-term Care, Retirement, Financial Advisory, Series 63, Strategic Planning, Estate Planning, Mergers & Acquisitions, Finance, Securities, Investment Strategies, Disability Insurance, 401k, Fixed Annuities, Wealth Management..., IRAs, Series 65, ETFs, Investment Management
Education
The University of Tennessee at Chattanooga 1990 — 1996
B.S. & M.B.A., Finance
NA March 2010 - Present
UBS January 1998 - June 2011
Unum 1996 - 1998
Skills
Portfolio Management, Wealth Management, Investments, Financial Analysis, Retirement Planning, Asset Allocation, Asset Management, Strategic Financial..., Series 7, Insurance, Alternative Investments, Mutual Funds, Life Insurance, Financial Services, Investment Advisory, Long-term Care, Retirement, Financial Advisory, Series 63, Strategic Planning, Estate Planning, Mergers & Acquisitions, Finance, Securities, Investment Strategies, Disability Insurance, 401k, Fixed Annuities, Wealth Management..., IRAs, Series 65, ETFs, Investment Management
Education
The University of Tennessee at Chattanooga 1990 — 1996
B.S. & M.B.A., Finance
Ann (Betsy) Thomas Ann (Betsy) Thomas's UBS Experience January 2009 - Present
Job Branch Office Administrator at UBS Wealth Management
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch October 1980 - January 2009
Skills
Series 7, Series 63
Education
The University of Texas at Austin 1976 — 1980
Bachelor of Fine Arts (BFA), Drama and Dance
University of North Carolina School of the Arts 1974 — 1975
Dance
High School for the Performing and Visual Arts 1971 — 1974
High School Diploma, Dance
Johnston Junior High School
UBS January 2009 - Present
Merrill Lynch October 1980 - January 2009
Skills
Series 7, Series 63
Education
The University of Texas at Austin 1976 — 1980
Bachelor of Fine Arts (BFA), Drama and Dance
University of North Carolina School of the Arts 1974 — 1975
Dance
High School for the Performing and Visual Arts 1971 — 1974
High School Diploma, Dance
Johnston Junior High School
York Lin York Lin's UBS Experience 1996 - 1998
Job Int'l Investment Manager/Financial Analyst
Industry
Experience
Employees Retirement System of Texas August 2006 - September 2014
Intel Vision Securities 2004 - 2005
UPS 1999 - 2002
UBS 1996 - 1998
DBS Vickers Securities 1995 - 1996
Rubbermaid Home Products 1993 - 1995
Skills
Equities, Investments, Investment Banking, Portfolio Management, Finance, Due Diligence, Equity Research, Hedge Funds, Financial Modeling, Valuation, Asset Management, Capital Markets, Bloomberg, Strategy, Financial Analysis, Emerging Markets, Securities, Analysis
Education
Thunderbird School of Global Management 1992 — 1993
Master of Business Administration (MBA), International Business/Finance, Graduated with Honors
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA), International Business/Finance, Graduated with honors
Employees Retirement System of Texas August 2006 - September 2014
Intel Vision Securities 2004 - 2005
UPS 1999 - 2002
UBS 1996 - 1998
DBS Vickers Securities 1995 - 1996
Rubbermaid Home Products 1993 - 1995
Skills
Equities, Investments, Investment Banking, Portfolio Management, Finance, Due Diligence, Equity Research, Hedge Funds, Financial Modeling, Valuation, Asset Management, Capital Markets, Bloomberg, Strategy, Financial Analysis, Emerging Markets, Securities, Analysis
Education
Thunderbird School of Global Management 1992 — 1993
Master of Business Administration (MBA), International Business/Finance, Graduated with Honors
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA), International Business/Finance, Graduated with honors
Thomas Thurmond Thomas Thurmond's UBS Experience July 2007 - Present
Job Senior Vice President Wealth Management, Senior Portfolio Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS July 2007 - Present
Morgan Stanley January 2001 - July 2007
Morgan Stanley January 1997 - January 2001
Dean Witter Reynolds Inc. January 1990 - January 1997
Dean Witter Reynolds Inc. April 1985 - January 1990
Skills
Listening to Client..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial...
Education
The University of Memphis 1968 — 1972
BSCE, Civil Engineering, Cum Laude
Memphis Central High 1965 — 1968
Diploma, Science & Math, 3.65
UBS July 2007 - Present
Morgan Stanley January 2001 - July 2007
Morgan Stanley January 1997 - January 2001
Dean Witter Reynolds Inc. January 1990 - January 1997
Dean Witter Reynolds Inc. April 1985 - January 1990
Skills
Listening to Client..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial...
Education
The University of Memphis 1968 — 1972
BSCE, Civil Engineering, Cum Laude
Memphis Central High 1965 — 1968
Diploma, Science & Math, 3.65
Sidharth Goyal Sidharth Goyal's UBS Experience June 2014 - August 2014
Job Seeking Full Time employment
Industry Computer Software
Experience
IDIR lab August 2013 - May 2015
UBS June 2014 - August 2014
NCR Corporation June 2013 - August 2013
University tutorial and supplemental instruction August 2012 - May 2013
Skills
C++, Java, JavaScript, C, Eclipse, Computer Science, Microsoft Office, C++ Language, Algorithms, Scheme, HTML 5, PHP, Information Security, Databases, Relational Databases, Computer Graphics, Object Oriented Design, Pascal, AJAX, SQL, OpenGL, Bootstrap, Maven, Python, Programming, Git, OOP, Software Engineering, UML, Multithreading, JSON, XML, Servlets, JDBC, Xcode, MySQL, Tomcat, twitter bootstrap, HTML, CSS, Matlab, Microsoft Excel, PowerPoint, Linux, Microsoft Word, Software Development
Education
The University of Texas at Arlington 2012 — 2015
Bachelor, Computer Science, Sophomore
The University of Texas at Arlington 2011 — 2015
BS, Computer Science
IDIR lab August 2013 - May 2015
UBS June 2014 - August 2014
NCR Corporation June 2013 - August 2013
University tutorial and supplemental instruction August 2012 - May 2013
Skills
C++, Java, JavaScript, C, Eclipse, Computer Science, Microsoft Office, C++ Language, Algorithms, Scheme, HTML 5, PHP, Information Security, Databases, Relational Databases, Computer Graphics, Object Oriented Design, Pascal, AJAX, SQL, OpenGL, Bootstrap, Maven, Python, Programming, Git, OOP, Software Engineering, UML, Multithreading, JSON, XML, Servlets, JDBC, Xcode, MySQL, Tomcat, twitter bootstrap, HTML, CSS, Matlab, Microsoft Excel, PowerPoint, Linux, Microsoft Word, Software Development
Education
The University of Texas at Arlington 2012 — 2015
Bachelor, Computer Science, Sophomore
The University of Texas at Arlington 2011 — 2015
BS, Computer Science
Shannon Appleby Shannon Appleby's UBS Experience January 2006 - May 2006
Job Manager, M&A and Strategy at Microsoft
Industry Computer Software
Experience
Microsoft September 2014 - Present
Genesys September 2012 - September 2014
McKinley Partners April 2012 - September 2012
Ernst & Young September 2006 - April 2012
UBS January 2006 - May 2006
Skills
Valuation, Financial Analysis, Mergers & Acquisitions, Restructuring, Financial Modeling, Acquisitions, Corporate Development, Strategy, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Finance and Accounting
Microsoft September 2014 - Present
Genesys September 2012 - September 2014
McKinley Partners April 2012 - September 2012
Ernst & Young September 2006 - April 2012
UBS January 2006 - May 2006
Skills
Valuation, Financial Analysis, Mergers & Acquisitions, Restructuring, Financial Modeling, Acquisitions, Corporate Development, Strategy, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Finance and Accounting
Nicolai Archuleta Nicolai Archuleta's UBS Experience July 2013 - Present
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS July 2013 - Present
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2013
MBA, Management of Technology
University of California, Santa Barbara 2006 — 2011
B.S., Biochemistry-Molecular Biology
UBS July 2013 - Present
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2013
MBA, Management of Technology
University of California, Santa Barbara 2006 — 2011
B.S., Biochemistry-Molecular Biology
Jen Bromberg's UBS Experience August 2013 - July 2014
Job PB Account Manager at UBS
Industry Financial Services
Experience
UBS Investment Bank March 2015 - Present
UBS August 2013 - July 2014
Jones Lang LaSalle August 2012 - August 2013
McKinney Advisory Group January 2012 - May 2012
William Beaumont Army Medical Center March 2009 - December 2009
Skills
Microsoft Office, Outlook, Social Media, Six Sigma, Financial Reporting, Financial Analysis, InDesign, Photoshop, Illustrator, Adobe Creative Suite, ESRI, Microsoft Excel, Microsoft Word, PowerPoint, Access, Accounting, Business Strategy, Business Analysis, Financial Modeling, Strategic Planning, Operations Management, Managerial Finance, Supply Chain Management, Marketing Strategy, Trading Systems
Education
St. Mary's University College, Twickenham London 2013 — 2014
Master of Business Administration (MBA), International Business
University of San Diego 2010 — 2012
B.B.A, Finance
The University of Texas at El Paso 2008 — 2010
UBS Investment Bank March 2015 - Present
UBS August 2013 - July 2014
Jones Lang LaSalle August 2012 - August 2013
McKinney Advisory Group January 2012 - May 2012
William Beaumont Army Medical Center March 2009 - December 2009
Skills
Microsoft Office, Outlook, Social Media, Six Sigma, Financial Reporting, Financial Analysis, InDesign, Photoshop, Illustrator, Adobe Creative Suite, ESRI, Microsoft Excel, Microsoft Word, PowerPoint, Access, Accounting, Business Strategy, Business Analysis, Financial Modeling, Strategic Planning, Operations Management, Managerial Finance, Supply Chain Management, Marketing Strategy, Trading Systems
Education
St. Mary's University College, Twickenham London 2013 — 2014
Master of Business Administration (MBA), International Business
University of San Diego 2010 — 2012
B.B.A, Finance
The University of Texas at El Paso 2008 — 2010
Laura Dewett Laura Dewett's UBS Experience 2002 - 2002
Job Sr. Accountant Commodity Accounting at Calpine
Industry Oil & Energy
Experience
Calpine September 2012 - Present
TVA, Inc 2005 - August 2012
Reliant Energy 2002 - 2003
UBS 2002 - 2002
Enron 1999 - 2002
Skills
New Business Development, Leadership, Management, Team Building, Analysis, Energy, Financial Analysis
Education
The University of Houston
Master of Business Administration (M.B.A.), Management
The University of Memphis
Bachelor's Degree, Science in Education
Calpine September 2012 - Present
TVA, Inc 2005 - August 2012
Reliant Energy 2002 - 2003
UBS 2002 - 2002
Enron 1999 - 2002
Skills
New Business Development, Leadership, Management, Team Building, Analysis, Energy, Financial Analysis
Education
The University of Houston
Master of Business Administration (M.B.A.), Management
The University of Memphis
Bachelor's Degree, Science in Education
Kunjala Khushboo Kunjala Khushboo's UBS Experience 2010 - 2013
Job Seeking full time position | Graduate Assistant at The University of Texas at Arlington | Computer Science
Industry Computer Software
Experience
The University of Texas at Arlington October 2014 - Present
Accenture Services Pvt. Ltd. July 2010 - June 2013
Goldman Sachs 2013 - 2013
UBS 2010 - 2013
Skills
Core Java, Testing, Test Automation, SQL, SDLC, Quality Center, Java Enterprise Edition, Java, Quality Assurance, C/C++, Software Documentation, Manual Testing, Agile Methodologies, Requirements Analysis, QTP, VBA, User Acceptance Testing, Test Planning, Unix, Defect Tracking, NCFM Certified, Fixed Income, Derivatives, Risk Management, JIRA, Regression Testing, Information Security, Data Analysis, Software Engineering, Python, Cloud Computing, Oracle Database, Perl, MongoDB, Amazon Web Services..., Hadoop
Education
The University of Texas at Arlington 2013 — 2015
Master's degree, Computer Science
Mody Institute Of Technologies & Sciences 2006 — 2010
B.Tech, Computer Science
The University of Texas at Arlington October 2014 - Present
Accenture Services Pvt. Ltd. July 2010 - June 2013
Goldman Sachs 2013 - 2013
UBS 2010 - 2013
Skills
Core Java, Testing, Test Automation, SQL, SDLC, Quality Center, Java Enterprise Edition, Java, Quality Assurance, C/C++, Software Documentation, Manual Testing, Agile Methodologies, Requirements Analysis, QTP, VBA, User Acceptance Testing, Test Planning, Unix, Defect Tracking, NCFM Certified, Fixed Income, Derivatives, Risk Management, JIRA, Regression Testing, Information Security, Data Analysis, Software Engineering, Python, Cloud Computing, Oracle Database, Perl, MongoDB, Amazon Web Services..., Hadoop
Education
The University of Texas at Arlington 2013 — 2015
Master's degree, Computer Science
Mody Institute Of Technologies & Sciences 2006 — 2010
B.Tech, Computer Science
Angela Huang's UBS Experience October 2011 - April 2012
Job Analyst at Elevation Energy Group
Industry Information Technology and Services
Experience
Elevation Energy Group September 2014 - Present
Dell August 2012 - August 2014
UBS October 2011 - April 2012
The University of Texas at Austin September 2011 - December 2011
New York Life Insurance Company May 2010 - August 2010
Rice University June 2007 - July 2007
Skills
Mandarin, PowerPoint, Microsoft Office, Photoshop, Microsoft Excel, Microsoft Word, Business Analysis, Lightroom, Digital Photography, Leadership, Finance, Corporate Finance, Program Management, Financial Analysis, Analysis, Data Analysis, Financial Modeling, Social Media, Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Business Honors, Finance, Mathematics
University of New South Wales 2011 — 2011
Commerce, Finance
Texas Academy of Mathematics and Science 2006 — 2008
High School
Elevation Energy Group September 2014 - Present
Dell August 2012 - August 2014
UBS October 2011 - April 2012
The University of Texas at Austin September 2011 - December 2011
New York Life Insurance Company May 2010 - August 2010
Rice University June 2007 - July 2007
Skills
Mandarin, PowerPoint, Microsoft Office, Photoshop, Microsoft Excel, Microsoft Word, Business Analysis, Lightroom, Digital Photography, Leadership, Finance, Corporate Finance, Program Management, Financial Analysis, Analysis, Data Analysis, Financial Modeling, Social Media, Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Business Honors, Finance, Mathematics
University of New South Wales 2011 — 2011
Commerce, Finance
Texas Academy of Mathematics and Science 2006 — 2008
High School
Raissa Levsky Raissa Levsky's UBS Experience May 2014 - Present
Job Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2014 - Present
Lincoln Financial Group May 2012 - May 2014
Northwestern Mutual June 2013 - September 2013
Northwestern Mutual June 2011 - August 2011
Education
The University of Connecticut 2011 — 2013
Bachelor of Arts (B.A.)
University of Kansas 2009 — 2011
Glastonbury High School 2005 — 2009
UBS May 2014 - Present
Lincoln Financial Group May 2012 - May 2014
Northwestern Mutual June 2013 - September 2013
Northwestern Mutual June 2011 - August 2011
Education
The University of Connecticut 2011 — 2013
Bachelor of Arts (B.A.)
University of Kansas 2009 — 2011
Glastonbury High School 2005 — 2009
Andrew Rabinovich Andrew Rabinovich's UBS Experience June 2013 - July 2013
Job Summer Analyst at Stream Realty Partners, L.P.
Industry Commercial Real Estate
Experience
Stream Realty Partners, L.P. May 2015 - August 2015
AFAM Capital, Inc. May 2014 - August 2014
UBS June 2013 - July 2013
Skills
Research, Public Speaking, Microsoft Office, Time Management, Teamwork, CoStar
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Stream Realty Partners, L.P. May 2015 - August 2015
AFAM Capital, Inc. May 2014 - August 2014
UBS June 2013 - July 2013
Skills
Research, Public Speaking, Microsoft Office, Time Management, Teamwork, CoStar
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Chelsea Duran's UBS Experience June 2006 - August 2006
Job Assistant Vice President AML Senior Compliance Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
KPMG January 2012 - September 2013
Deloitte August 2009 - December 2011
Bank of America June 2008 - August 2008
Morgan Stanley May 2007 - June 2007
UBS June 2006 - August 2006
Skills
Financial Analysis, Financial Investigation, Forensic Analysis, Management Consulting, Financial Modeling, Business Process..., Corporate Finance, Financial Reporting
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance
The Oakridge School 1999 — 2005
High School
JPMorgan Chase October 2013 - Present
KPMG January 2012 - September 2013
Deloitte August 2009 - December 2011
Bank of America June 2008 - August 2008
Morgan Stanley May 2007 - June 2007
UBS June 2006 - August 2006
Skills
Financial Analysis, Financial Investigation, Forensic Analysis, Management Consulting, Financial Modeling, Business Process..., Corporate Finance, Financial Reporting
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance
The Oakridge School 1999 — 2005
High School
Marco Masi Marco Masi's UBS Experience August 2005 - September 2006
Job IT Hardware & Financial Services Account Executive
Industry Information Technology and Services
Experience
Dell April 2014 - Present
Principal October 2010 - April 2014
NASDAQ OMX September 2006 - October 2010
UBS August 2005 - September 2006
NYU Medical Center December 2001 - August 2005
KPMG December 1999 - June 2002
International Paper September 1997 - October 1999
Skills
Investments, Risk Management, Risk, Financial Reporting, Investor Relations, Customer Relations, Business Relationship..., Sales Management, International Sales, Sales Process, Financial Risk, Mergers & Acquisitions, Customer Service, Financial Services, New Business Development, Financial Markets, Finance, Forecasting, Management, Management Consulting, Strategy
Education
The University of Texas at Austin 1993 — 1997
BBA, Finance and Accounting
Taipei American School 1989 — 1993
Dell April 2014 - Present
Principal October 2010 - April 2014
NASDAQ OMX September 2006 - October 2010
UBS August 2005 - September 2006
NYU Medical Center December 2001 - August 2005
KPMG December 1999 - June 2002
International Paper September 1997 - October 1999
Skills
Investments, Risk Management, Risk, Financial Reporting, Investor Relations, Customer Relations, Business Relationship..., Sales Management, International Sales, Sales Process, Financial Risk, Mergers & Acquisitions, Customer Service, Financial Services, New Business Development, Financial Markets, Finance, Forecasting, Management, Management Consulting, Strategy
Education
The University of Texas at Austin 1993 — 1997
BBA, Finance and Accounting
Taipei American School 1989 — 1993
Alex Hartman Alex Hartman's UBS Experience March 2000 - November 2003
Job Agent at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance January 2005 - Present
State Farm Insurance December 2003 - December 2004
UBS March 2000 - November 2003
Dain Rauscher Wessels January 1998 - February 2000
Skills
Risk Management, Property & Casualty..., Commercial Insurance, Health Insurance, Disability Insurance, Umbrella Insurance, Life Insurance, Insurance, Long Term Care Insurance, Retirement Planning, Debt Management, College Savings Plans, Business Insurance..., General Insurance, Life Insurance Planning, Fixed Annuities, Team Leadership, Organizational..., Team Management, Community Organizing, Finance, Financial Services, Small Business
Education
The University of Texas at Austin 1993 — 1997
BBA, Finance
State Farm Insurance January 2005 - Present
State Farm Insurance December 2003 - December 2004
UBS March 2000 - November 2003
Dain Rauscher Wessels January 1998 - February 2000
Skills
Risk Management, Property & Casualty..., Commercial Insurance, Health Insurance, Disability Insurance, Umbrella Insurance, Life Insurance, Insurance, Long Term Care Insurance, Retirement Planning, Debt Management, College Savings Plans, Business Insurance..., General Insurance, Life Insurance Planning, Fixed Annuities, Team Leadership, Organizational..., Team Management, Community Organizing, Finance, Financial Services, Small Business
Education
The University of Texas at Austin 1993 — 1997
BBA, Finance
Adam S. Rosenthal Adam S. Rosenthal's UBS Experience September 2008 - Present
Job Managing Director, Private Wealth Advisor Senior Portfolio Manager at UBS
Industry Financial Services
Experience
UBS September 2008 - Present
Lehman Brothers July 1996 - September 2008
MGSI Securities March 1992 - July 1994
Kidder, Peabody July 1990 - March 1992
Education
Wharton School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
UBS September 2008 - Present
Lehman Brothers July 1996 - September 2008
MGSI Securities March 1992 - July 1994
Kidder, Peabody July 1990 - March 1992
Education
Wharton School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Michael Oertling Michael Oertling's UBS Experience 2011 - April 2013
Job Associate at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2013 - Present
UBS 2011 - April 2013
UBS 2010 - 2011
UBS 2008 - 2010
UBS 2003 - 2008
UBS 2000 - 2003
JC Bradford & Co. 1996 - 2000
FDIC 1990 - 1996
Skills
Series 7, Series 63, Series 65, Financial Analysis, Financial Modeling, Strategic Financial..., Recruiting, Wealth Management
Education
The University of Tennessee at Chattanooga 1983 — 1988
BS, Economics
Merrill Edge April 2013 - Present
UBS 2011 - April 2013
UBS 2010 - 2011
UBS 2008 - 2010
UBS 2003 - 2008
UBS 2000 - 2003
JC Bradford & Co. 1996 - 2000
FDIC 1990 - 1996
Skills
Series 7, Series 63, Series 65, Financial Analysis, Financial Modeling, Strategic Financial..., Recruiting, Wealth Management
Education
The University of Tennessee at Chattanooga 1983 — 1988
BS, Economics
Caroline Lyttle Caroline Lyttle's UBS Experience September 1997 - October 2001
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Deutsche Bank August 2011 - April 2013
Deutsche Bank August 2009 - August 2011
Deutsche Bank June 2007 - August 2009
Deutsche Bank June 2005 - June 2007
Deutsche Bank September 2001 - June 2005
UBS September 1997 - October 2001
Skills
Fixed Income, Middle Office, Equities, Securities, Settlement, Banking, Financial Services, Operational Risk, Back Office, Bonds, Financial Markets, Project Management, Equity Trading, Internal Controls, Business Process..., Financial Reporting, Operational Excellence, Operational Control, Project Delivery, Securities Regulation, Problem Solving, Collaboration, Team Leadership, Building Relationships, Microsoft Excel, MS Excel Pivot Tables, Microsoft Office
Education
The University of Manchester
BA(Econ), Accounting and Finance
Deutsche Bank August 2011 - April 2013
Deutsche Bank August 2009 - August 2011
Deutsche Bank June 2007 - August 2009
Deutsche Bank June 2005 - June 2007
Deutsche Bank September 2001 - June 2005
UBS September 1997 - October 2001
Skills
Fixed Income, Middle Office, Equities, Securities, Settlement, Banking, Financial Services, Operational Risk, Back Office, Bonds, Financial Markets, Project Management, Equity Trading, Internal Controls, Business Process..., Financial Reporting, Operational Excellence, Operational Control, Project Delivery, Securities Regulation, Problem Solving, Collaboration, Team Leadership, Building Relationships, Microsoft Excel, MS Excel Pivot Tables, Microsoft Office
Education
The University of Manchester
BA(Econ), Accounting and Finance
Jeff Picard Jeff Picard's UBS Experience October 2007 - December 2008
Job Health Informatics/Health IT
Industry Hospital & Health Care
Experience
eClinicalWorks December 2014 - Present
Austin Regional Clinic July 2013 - August 2014
Self Employed January 2010 - June 2013
MetLife June 2009 - December 2009
UBS October 2007 - December 2008
Tropical Adventures, LLC June 2004 - October 2007
State Farm Insurance 1999 - 2004
State Farm Insurance 1997 - 1999
State Farm Insurance 1991 - 1997
State Farm Insurance 1988 - 1991
Skills
Credentialed Epic..., Epic Systems, Epic Ambulatory, Training, Leadership, Insurance, Management, Customer Service, Project Management, Program Management
Education
The University of Texas at Austin
Health Informatics and Health Information Technology Certificate
West Texas A&M University
Bachelor of Business Administration, Marketing
eClinicalWorks December 2014 - Present
Austin Regional Clinic July 2013 - August 2014
Self Employed January 2010 - June 2013
MetLife June 2009 - December 2009
UBS October 2007 - December 2008
Tropical Adventures, LLC June 2004 - October 2007
State Farm Insurance 1999 - 2004
State Farm Insurance 1997 - 1999
State Farm Insurance 1991 - 1997
State Farm Insurance 1988 - 1991
Skills
Credentialed Epic..., Epic Systems, Epic Ambulatory, Training, Leadership, Insurance, Management, Customer Service, Project Management, Program Management
Education
The University of Texas at Austin
Health Informatics and Health Information Technology Certificate
West Texas A&M University
Bachelor of Business Administration, Marketing
Siddarth Vyas's UBS Experience June 2014 - August 2014
Job Project Financial Management Intern at Ericsson
Industry Investment Banking
Experience
Ericsson June 2015 - Present
The University of Texas at Dallas - School of Management January 2015 - Present
University of Texas at Dallas August 2013 - Present
UBS June 2014 - August 2014
Skills
Communication, Leadership, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Social Media, Public Speaking, Research, Microsoft Word, Time Management, Budgets, Management, Analysis, Data Analysis
Education
The University of Texas at Dallas 2012 — 2016
Bachelor of Science (BS), Finance & Entrepreneurship
Ericsson June 2015 - Present
The University of Texas at Dallas - School of Management January 2015 - Present
University of Texas at Dallas August 2013 - Present
UBS June 2014 - August 2014
Skills
Communication, Leadership, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Social Media, Public Speaking, Research, Microsoft Word, Time Management, Budgets, Management, Analysis, Data Analysis
Education
The University of Texas at Dallas 2012 — 2016
Bachelor of Science (BS), Finance & Entrepreneurship
Jeffrey Evans Jeffrey Evans's UBS Experience November 2011 - December 2012
Job Capital Markets, Venture Capital & Private Equity
Industry Venture Capital & Private Equity
Experience
CoVenture December 2014 - Present
Evans Drugs December 2010 - November 2013
UBS November 2011 - December 2012
KBW November 2001 - November 2011
Bluestone Capital Partners, LLC/ Trade.com August 1999 - May 2001
Stifel Financial Corp. November 1985 - August 1999
Stifel Financial Corp. 1990 - 1994
Skills
IPO, Start-ups, Capital Markets, Financial Services, Sales, Turn Around Management, Business Transformation, Sales Management, Globalization, Senior Executive..., Financial technology, Investor solutions, equity and debt advisory, Financial Analysis, Corporate Finance, Budgets, Financial Forecasting, Mergers & Acquisitions, Bank Mergers, Equity Research, Investments, Securities, Equities, Private Equity, Financial Modeling, Wealth Management, Hedge Funds, Leadership, Investment Banking, Valuation, Alternative Investments, Emerging Markets, Series 7, FINRA, Financial Technology, Team Leadership, Equity Trading, Insurance, Derivatives, Financial Institutions, Finance, Private Placements, Series 63
Education
Washington University in St. Louis - Olin Business School 1992 — 1993
MBA, business
University of Kansas 1978 — 1982
BA, political science
CoVenture December 2014 - Present
Evans Drugs December 2010 - November 2013
UBS November 2011 - December 2012
KBW November 2001 - November 2011
Bluestone Capital Partners, LLC/ Trade.com August 1999 - May 2001
Stifel Financial Corp. November 1985 - August 1999
Stifel Financial Corp. 1990 - 1994
Skills
IPO, Start-ups, Capital Markets, Financial Services, Sales, Turn Around Management, Business Transformation, Sales Management, Globalization, Senior Executive..., Financial technology, Investor solutions, equity and debt advisory, Financial Analysis, Corporate Finance, Budgets, Financial Forecasting, Mergers & Acquisitions, Bank Mergers, Equity Research, Investments, Securities, Equities, Private Equity, Financial Modeling, Wealth Management, Hedge Funds, Leadership, Investment Banking, Valuation, Alternative Investments, Emerging Markets, Series 7, FINRA, Financial Technology, Team Leadership, Equity Trading, Insurance, Derivatives, Financial Institutions, Finance, Private Placements, Series 63
Education
Washington University in St. Louis - Olin Business School 1992 — 1993
MBA, business
University of Kansas 1978 — 1982
BA, political science
Ryan M. Long Ryan M. Long's UBS Experience October 2007 - Present
Job Senior Portfolio Manager Portfolio Management Program at UBS Financial Services
Industry Financial Services
Experience
UBS October 2007 - Present
UBS June 2002 - Present
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Arts, Economics
Trinity Christian Academy
UBS October 2007 - Present
UBS June 2002 - Present
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Arts, Economics
Trinity Christian Academy
Ryan Cain, CFA Ryan Cain, CFA's UBS Experience July 2007 - November 2009
Job Investment Manager at KPMG Capital
Industry Financial Services
Experience
KPMG Capital August 2013 - Present
Embark Wealth Management November 2010 - May 2012
Morgan Stanley November 2009 - November 2010
UBS July 2007 - November 2009
A.G. Edwards & Sons, Inc. March 2006 - July 2007
PwC January 2001 - March 2006
Skills
Financial Modeling, Analysis, Finance, Investments, Equity Research, Financial Analysis, Valuation, Sarbanes-Oxley Act, Due Diligence, Capital Markets, Corporate Finance, Marketing Strategy, Financial Services, Internal Controls, Internal Audit
Education
The University of Texas at Austin 1996 — 2000
BA, Economics
KPMG Capital August 2013 - Present
Embark Wealth Management November 2010 - May 2012
Morgan Stanley November 2009 - November 2010
UBS July 2007 - November 2009
A.G. Edwards & Sons, Inc. March 2006 - July 2007
PwC January 2001 - March 2006
Skills
Financial Modeling, Analysis, Finance, Investments, Equity Research, Financial Analysis, Valuation, Sarbanes-Oxley Act, Due Diligence, Capital Markets, Corporate Finance, Marketing Strategy, Financial Services, Internal Controls, Internal Audit
Education
The University of Texas at Austin 1996 — 2000
BA, Economics
Doug Wall's UBS Experience June 1997 - May 2008
Job Managing Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Asset Management May 2008 - Present
UBS June 1997 - May 2008
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Real Estate Economics, Real Estate, Portfolio Management, Due Diligence, Equities, Private Equity, Investment Banking, Separately Managed..., Capital Markets, Financial Structuring, Structured Finance, Brokerage, Fund Of Funds, Investment Management
Education
The University of Texas at Austin 1985 — 1989
BA, Econ
Sherman High School 1981 — 1982
Deutsche Asset Management May 2008 - Present
UBS June 1997 - May 2008
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Real Estate Economics, Real Estate, Portfolio Management, Due Diligence, Equities, Private Equity, Investment Banking, Separately Managed..., Capital Markets, Financial Structuring, Structured Finance, Brokerage, Fund Of Funds, Investment Management
Education
The University of Texas at Austin 1985 — 1989
BA, Econ
Sherman High School 1981 — 1982
John Unwin John Unwin's UBS Experience March 2013 - Present
Job Consultant at UBS
Industry Capital Markets
Experience
UBS March 2013 - Present
KaiTrade January 2009 - Present
Spooz, Inc. September 2007 - August 2008
Van der moolen August 2006 - January 2007
Various mid-sized companies July 2004 - July 2006
Future Dynamics Ltd October 2003 - July 2004
Easyscreen Plc 2000 - 2003
Easyscreen Plc November 1998 - November 2000
Leeds Holbeck Building Society 1997 - 1998
Alcatel 1996 - 1997
Skills
Trading Systems, Enterprise Architecture, Electronic Trading, Trading, C#, Options, Microsoft SQL Server, Financial Markets, UML, LINQ, FIX, Market Data, WCF, C++, Straight Through..., Capital Markets, Clearing, Trading Strategies, Agile Project Management, SOA, Futures, FX Options, Proprietary Trading, IT Strategy, Hedge Funds, TFS, SQL Server, Trading Applications, CQG, Messaging Systems, IT Service Management, FIXML, ATDL, Risk Management, Derivatives, Software Engineering, XML, Architecture, SQL, Equity Derivatives, Technical Analysis, Order Management, FX trading, Post trade processing, Machine Learning, Node.js, JavaScript, MongoDB, Matlab, Fixed Income
Education
The University of Sheffield 1977 — 1981
B.Eng, Electrical Engineering
mount st. mary's college
UBS March 2013 - Present
KaiTrade January 2009 - Present
Spooz, Inc. September 2007 - August 2008
Van der moolen August 2006 - January 2007
Various mid-sized companies July 2004 - July 2006
Future Dynamics Ltd October 2003 - July 2004
Easyscreen Plc 2000 - 2003
Easyscreen Plc November 1998 - November 2000
Leeds Holbeck Building Society 1997 - 1998
Alcatel 1996 - 1997
Skills
Trading Systems, Enterprise Architecture, Electronic Trading, Trading, C#, Options, Microsoft SQL Server, Financial Markets, UML, LINQ, FIX, Market Data, WCF, C++, Straight Through..., Capital Markets, Clearing, Trading Strategies, Agile Project Management, SOA, Futures, FX Options, Proprietary Trading, IT Strategy, Hedge Funds, TFS, SQL Server, Trading Applications, CQG, Messaging Systems, IT Service Management, FIXML, ATDL, Risk Management, Derivatives, Software Engineering, XML, Architecture, SQL, Equity Derivatives, Technical Analysis, Order Management, FX trading, Post trade processing, Machine Learning, Node.js, JavaScript, MongoDB, Matlab, Fixed Income
Education
The University of Sheffield 1977 — 1981
B.Eng, Electrical Engineering
mount st. mary's college
Adam Grant's UBS Experience July 1996 - June 2007
Job Chief Quantitative Strategist at Volant Trading LLC
Industry Capital Markets
Experience
Volant Trading July 2009 - Present
IV Capital July 2007 - June 2009
UBS July 1996 - June 2007
KPMG Management Consulting May 1991 - June 1996
Syntek Ltd September 1987 - November 1990
Skills
Options, Trading Systems, Electronic Trading, Equities, Derivatives, Proprietary Trading, Volatility, Market Making, Trading, Equity Derivatives, Quantitative Finance, Financial Markets, Hedge Funds, FX Options, Trading Strategies, Business Analysis, Agile Methodologies, Java, python
Education
The University of Manchester 1984 — 1987
BSc, Physics
Volant Trading July 2009 - Present
IV Capital July 2007 - June 2009
UBS July 1996 - June 2007
KPMG Management Consulting May 1991 - June 1996
Syntek Ltd September 1987 - November 1990
Skills
Options, Trading Systems, Electronic Trading, Equities, Derivatives, Proprietary Trading, Volatility, Market Making, Trading, Equity Derivatives, Quantitative Finance, Financial Markets, Hedge Funds, FX Options, Trading Strategies, Business Analysis, Agile Methodologies, Java, python
Education
The University of Manchester 1984 — 1987
BSc, Physics
Nicholas Deidiker's UBS Experience July 2014 - Present
Job Wealth Planning Analyst at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS July 2014 - Present
NashvilleWills.com November 2013 - November 2014
Tennessee Senate December 2012 - July 2014
Patton & Pittman October 2012 - December 2012
Methodist Le Bonheur Healthcare January 2012 - May 2012
Kustoff & Strickland, PLLC December 2010 - January 2012
Skills
Legal Research, Legal Writing, Courts, Civil Litigation, Litigation, Alternative Dispute..., Research, Public Speaking, Microsoft Office, PowerPoint, Legal Issues, Westlaw, Legislation, Lexis, Government, Public Policy, Policy, Legislative Relations, Legal Documents, Nonprofits, Legislative Research, Health Law, Policy Analysis, Politics, Legal Assistance, Pleadings, Motions, Personal Injury, Insurance Law, Hearings, Mediation, Administrative Law, Depositions
Education
The University of Memphis—Cecil C. Humphreys School of Law 2009 — 2012
Juris Doctorate, Law
Vanderbilt University 2005 — 2009
Bachelor of Arts (B.A.), Anthropology and Political Science
Sycamore High School
UBS July 2014 - Present
NashvilleWills.com November 2013 - November 2014
Tennessee Senate December 2012 - July 2014
Patton & Pittman October 2012 - December 2012
Methodist Le Bonheur Healthcare January 2012 - May 2012
Kustoff & Strickland, PLLC December 2010 - January 2012
Skills
Legal Research, Legal Writing, Courts, Civil Litigation, Litigation, Alternative Dispute..., Research, Public Speaking, Microsoft Office, PowerPoint, Legal Issues, Westlaw, Legislation, Lexis, Government, Public Policy, Policy, Legislative Relations, Legal Documents, Nonprofits, Legislative Research, Health Law, Policy Analysis, Politics, Legal Assistance, Pleadings, Motions, Personal Injury, Insurance Law, Hearings, Mediation, Administrative Law, Depositions
Education
The University of Memphis—Cecil C. Humphreys School of Law 2009 — 2012
Juris Doctorate, Law
Vanderbilt University 2005 — 2009
Bachelor of Arts (B.A.), Anthropology and Political Science
Sycamore High School
Karen Stensgaard Karen Stensgaard's UBS Experience October 2010 - October 2012
Job Novelist
Industry Writing and Editing
Experience
KJS May 2013 - Present
HSBC October 2012 - April 2013
UBS October 2010 - October 2012
D. E. Shaw & Co. March 2007 - May 2010
Knight Capital Group June 2003 - March 2007
PricewaterhouseCoopers January 1999 - May 2003
Bank of America October 1993 - December 1998
Federal Reserve Bank of San Francisco August 1986 - September 1993
BancTexas Westheimer, Houston, Texas September 1983 - July 1986
Post Oak Bank, Houston, Texas June 1981 - August 1983
Skills
Hedge Funds, Fixed Income, Training, Investment Banking, Alternative Investments, AML, Internal Audit..., Financial Audits, Due Diligence, Securities, Accounting, Investment Management, Valuation, Research, Negotiation, Internal Audit, Collaborative Problem..., Problem Analysis, Quality Assurance, Quality Management, Document Management, Supervision, Issue Identification, Issue Resolution, Flexibility, Personal Training, Certified Fraud Examiner, Certified Anti-Money..., Book Reviews, Writing, Technical Writing, Report Writing, Legal Research, Online Research, Travel Writing, Editing, Strategy, Management, Risk Management, Financial Services, Finance, Analysis, Leadership, Banking, Internal Controls, Capital Markets, Financial Analysis, Auditing, Executive Management, Consulting
Education
University of St. Thomas (TX) 1984 — 1986
MBA
The University of Texas at Austin 1979 — 1981
BA
AFS - Denmark 1977-78 1977 — 1978
None
Esbjerg Statskole 1977 — 1978
N/A
KJS May 2013 - Present
HSBC October 2012 - April 2013
UBS October 2010 - October 2012
D. E. Shaw & Co. March 2007 - May 2010
Knight Capital Group June 2003 - March 2007
PricewaterhouseCoopers January 1999 - May 2003
Bank of America October 1993 - December 1998
Federal Reserve Bank of San Francisco August 1986 - September 1993
BancTexas Westheimer, Houston, Texas September 1983 - July 1986
Post Oak Bank, Houston, Texas June 1981 - August 1983
Skills
Hedge Funds, Fixed Income, Training, Investment Banking, Alternative Investments, AML, Internal Audit..., Financial Audits, Due Diligence, Securities, Accounting, Investment Management, Valuation, Research, Negotiation, Internal Audit, Collaborative Problem..., Problem Analysis, Quality Assurance, Quality Management, Document Management, Supervision, Issue Identification, Issue Resolution, Flexibility, Personal Training, Certified Fraud Examiner, Certified Anti-Money..., Book Reviews, Writing, Technical Writing, Report Writing, Legal Research, Online Research, Travel Writing, Editing, Strategy, Management, Risk Management, Financial Services, Finance, Analysis, Leadership, Banking, Internal Controls, Capital Markets, Financial Analysis, Auditing, Executive Management, Consulting
Education
University of St. Thomas (TX) 1984 — 1986
MBA
The University of Texas at Austin 1979 — 1981
BA
AFS - Denmark 1977-78 1977 — 1978
None
Esbjerg Statskole 1977 — 1978
N/A
Terry Malone Terry Malone's UBS Experience March 2015 - Present
Job AV Manager, UBS
Industry Information Technology and Services
Experience
UBS March 2015 - Present
Xerox Audio Visual Solutions August 2012 - November 2013
Getwell Road UMC May 2004 - May 2012
Dann Huff Productions 2003 - 2004
Combustion Music 2000 - 2003
Almo Irving Music Publishing 1997 - 2000
Mark Collie (MCA Recording Artist) 1990 - 1996
Skills
Project Management, Sound, Audio Engineering, Video, Recording, Music Production, Management, AV, Integration, Digital Signage, System Design, Creative Direction, Video Production, Video Editing, Music, Final Cut Pro, Entertainment, Songwriting, Public Relations, Unified Communications, Audio Editing, Streaming Media, Crestron, Digital Video, Editing, Broadcast, Lighting, Pro Tools, Producing, Television, Film, Concerts, Music Supervision, Film Production, Sound Design, Lighting Design, Multimedia, Music Industry, Studio Recording, Audio Conferencing, Professional Audio, Live Sound, Video Conferencing
Education
The University of Memphis 1984 — 1990
Bachelor of Fine Arts, Commercial Music/Recording Engineering
Southaven High School 1981 — 1984
UBS March 2015 - Present
Xerox Audio Visual Solutions August 2012 - November 2013
Getwell Road UMC May 2004 - May 2012
Dann Huff Productions 2003 - 2004
Combustion Music 2000 - 2003
Almo Irving Music Publishing 1997 - 2000
Mark Collie (MCA Recording Artist) 1990 - 1996
Skills
Project Management, Sound, Audio Engineering, Video, Recording, Music Production, Management, AV, Integration, Digital Signage, System Design, Creative Direction, Video Production, Video Editing, Music, Final Cut Pro, Entertainment, Songwriting, Public Relations, Unified Communications, Audio Editing, Streaming Media, Crestron, Digital Video, Editing, Broadcast, Lighting, Pro Tools, Producing, Television, Film, Concerts, Music Supervision, Film Production, Sound Design, Lighting Design, Multimedia, Music Industry, Studio Recording, Audio Conferencing, Professional Audio, Live Sound, Video Conferencing
Education
The University of Memphis 1984 — 1990
Bachelor of Fine Arts, Commercial Music/Recording Engineering
Southaven High School 1981 — 1984
Sumit Mehta's UBS Experience August 2003 - May 2010
Job Financial Advisor, The RM Group, J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
Emerald Ventures August 2012 - Present
DiMeo Schneider & Associates September 2013 - April 2015
Susquehanna International Group, LLP (SIG) June 2010 - August 2012
UBS August 2003 - May 2010
Arthur D. Little April 2001 - August 2001
Raymond James Financial Inc. January 1997 - December 2000
Skills
Investments, Trading, Equities, Valuation, Strategy, Mutual Funds, Equity Research, Series 7, Wealth Management, Asset Managment, Asset Management, Bloomberg, Banking, Investment Strategies, Portfolio Management, Capital Markets, Emerging Markets, Equity Trading, Series 63, Financial Services, Hedge Funds, Derivatives, Investment Management, Electronic Trading, Finance, Securities, Alternative Investments, Financial Markets
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Business Administration and Management, General
The University of Texas at Austin 1993 — 1996
BA, Economics with Honors, Minors in Physics and Math
J.P. Morgan April 2015 - Present
Emerald Ventures August 2012 - Present
DiMeo Schneider & Associates September 2013 - April 2015
Susquehanna International Group, LLP (SIG) June 2010 - August 2012
UBS August 2003 - May 2010
Arthur D. Little April 2001 - August 2001
Raymond James Financial Inc. January 1997 - December 2000
Skills
Investments, Trading, Equities, Valuation, Strategy, Mutual Funds, Equity Research, Series 7, Wealth Management, Asset Managment, Asset Management, Bloomberg, Banking, Investment Strategies, Portfolio Management, Capital Markets, Emerging Markets, Equity Trading, Series 63, Financial Services, Hedge Funds, Derivatives, Investment Management, Electronic Trading, Finance, Securities, Alternative Investments, Financial Markets
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Business Administration and Management, General
The University of Texas at Austin 1993 — 1996
BA, Economics with Honors, Minors in Physics and Math
Jennifer Graetzel Jennifer Graetzel's UBS Experience September 2003 - August 2004
Job Vice President, Investment Management at Capital Dynamics
Industry Venture Capital & Private Equity
Experience
Capital Dynamics March 2013 - September 2014
Capital Dynamics May 2008 - February 2013
Capital Dynamics November 2005 - May 2008
UBS September 2003 - August 2004
Migros Bank / Banque Migros / Banca Migros June 2001 - August 2001
Applied Materials August 1999 - December 1999
Skills
Private Equity, Venture Capital, LBO, Growth Capital, Due Diligence, Alternative Investments, Financial Structuring, Fund Of Funds, Investment Management, Corporate Finance, Management
Education
The University of Texas at Austin 1998 — 2004
Bachelor of Business Administration (BBA), Finance, General
The University of Texas at Austin 1998 — 2002
Bachelor of Arts (BA), French Studies
Capital Dynamics March 2013 - September 2014
Capital Dynamics May 2008 - February 2013
Capital Dynamics November 2005 - May 2008
UBS September 2003 - August 2004
Migros Bank / Banque Migros / Banca Migros June 2001 - August 2001
Applied Materials August 1999 - December 1999
Skills
Private Equity, Venture Capital, LBO, Growth Capital, Due Diligence, Alternative Investments, Financial Structuring, Fund Of Funds, Investment Management, Corporate Finance, Management
Education
The University of Texas at Austin 1998 — 2004
Bachelor of Business Administration (BBA), Finance, General
The University of Texas at Austin 1998 — 2002
Bachelor of Arts (BA), French Studies
David Alford David Alford's UBS Experience June 2008 - February 2012
Job Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
UBS June 2008 - February 2012
Morgan Stanley Wealth Management November 1990 - June 2008
Skills
Wealth Management, Series 7, Investments
Education
The University of Memphis 1982 — 1987
Marketing, Business, Management, Marketing, and Related Support Services
Merrill Lynch February 2012 - Present
UBS June 2008 - February 2012
Morgan Stanley Wealth Management November 1990 - June 2008
Skills
Wealth Management, Series 7, Investments
Education
The University of Memphis 1982 — 1987
Marketing, Business, Management, Marketing, and Related Support Services
Revel Rawlings Revel Rawlings's UBS Experience October 2008 - September 2012
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2012 - Present
Wells Fargo Advisors, LLC September 2012 - Present
UBS October 2008 - September 2012
Stife, Nicolaus, & Company, Inc. September 2000 - October 2008
Sterne Agee August 1995 - September 2000
Sunburst Finanncial Group, Inc. September 1993 - October 1995
Prudential Securities, Inc. October 1986 - September 1993
Skills
Investments, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Municipal Bonds, 401k Rollovers, Estate Investment..., Wealth Preservation..., Tax-Efficient Strategies, Financial Advisory
Education
University of Southern Mississippi
Bachelor's degree
University of Alabama 1978 — 1982
Wells Fargo Advisors, LLC September 2012 - Present
Wells Fargo Advisors, LLC September 2012 - Present
UBS October 2008 - September 2012
Stife, Nicolaus, & Company, Inc. September 2000 - October 2008
Sterne Agee August 1995 - September 2000
Sunburst Finanncial Group, Inc. September 1993 - October 1995
Prudential Securities, Inc. October 1986 - September 1993
Skills
Investments, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Municipal Bonds, 401k Rollovers, Estate Investment..., Wealth Preservation..., Tax-Efficient Strategies, Financial Advisory
Education
University of Southern Mississippi
Bachelor's degree
University of Alabama 1978 — 1982
Siri Berg Siri Berg's UBS Experience March 2009 - Present
Job UBS Senior Vice President, Wealth Management
Industry Financial Services
Experience
UBS March 2009 - Present
Credit Suisse May 1997 - March 2009
Hawaiian Trust Company September 1995 - May 1997
Norwest Investment Management March 1993 - September 1995
Hawaiian Trust Company October 1989 - March 1993
First Republic Asset Management June 1987 - October 1989
M Bank May 1984 - June 1987
Kidder Peabody, Executive Corporate Services November 1983 - May 1984
Education
Chartered Financial Analyst 1986 — 1988
CFA
University of Houston 1978 — 1980
BBA, Finance, Investments
The University of Texas at Austin 1975 — 1977
Finance, Investments
UBS March 2009 - Present
Credit Suisse May 1997 - March 2009
Hawaiian Trust Company September 1995 - May 1997
Norwest Investment Management March 1993 - September 1995
Hawaiian Trust Company October 1989 - March 1993
First Republic Asset Management June 1987 - October 1989
M Bank May 1984 - June 1987
Kidder Peabody, Executive Corporate Services November 1983 - May 1984
Education
Chartered Financial Analyst 1986 — 1988
CFA
University of Houston 1978 — 1980
BBA, Finance, Investments
The University of Texas at Austin 1975 — 1977
Finance, Investments
Lauren Kincke's UBS Experience August 2004 - September 2005
Job Eloqua Team Technical Lead and Senior Revenue Engineer at The Pedowitz Group
Industry Marketing and Advertising
Experience
The Pedowitz Group September 2013 - Present
Bulldog Solutions August 2013 - September 2013
Bulldog Solutions April 2012 - July 2013
Tippr July 2011 - April 2012
Spiceworks August 2010 - July 2011
ReachForce February 2008 - August 2010
Alliance Association Mgmt September 2005 - February 2008
UBS August 2004 - September 2005
Skills
Salesforce.com, Lead Generation, Marketing Automation, Email Marketing, B2B Marketing, Social Media Marketing, Account Management, Social Media, Marketing, Marketing Strategy, Demand Generation, Product Management, Strategy, Contract Negotiation, Eloqua, Business Development, CRM, Sales Operations, Enterprise Software, Sales, SaaS, Market Research
Education
The University of Texas at Austin 2001 — 2004
BA, Government, History
Round Rock High School
The Pedowitz Group September 2013 - Present
Bulldog Solutions August 2013 - September 2013
Bulldog Solutions April 2012 - July 2013
Tippr July 2011 - April 2012
Spiceworks August 2010 - July 2011
ReachForce February 2008 - August 2010
Alliance Association Mgmt September 2005 - February 2008
UBS August 2004 - September 2005
Skills
Salesforce.com, Lead Generation, Marketing Automation, Email Marketing, B2B Marketing, Social Media Marketing, Account Management, Social Media, Marketing, Marketing Strategy, Demand Generation, Product Management, Strategy, Contract Negotiation, Eloqua, Business Development, CRM, Sales Operations, Enterprise Software, Sales, SaaS, Market Research
Education
The University of Texas at Austin 2001 — 2004
BA, Government, History
Round Rock High School
Charlie (Charles W.) Rawl's UBS Experience March 2001 - May 2005
Job A Trusted Advisor for Investments, Life Insurance and Corporate Benefits
Industry Financial Services
Experience
Charles W. Rawl & Associates January 2013 - Present
Zenith Wealth Management, LLC December 2007 - December 2012
Stanford Group Company May 2005 - December 2007
UBS March 2001 - May 2005
Merrill Lynch September 1997 - March 2001
New York Life January 1995 - September 1997
Charles W. Rawl & Associates December 1989 - September 1997
Houston, Texas June 1981 - December 1989
Education
The University of Texas at Austin - Red McCombs School of Business 1977 — 1981
Bachelor of Business Administration, Finance
Westchester High School 1975 — 1977
Charles W. Rawl & Associates January 2013 - Present
Zenith Wealth Management, LLC December 2007 - December 2012
Stanford Group Company May 2005 - December 2007
UBS March 2001 - May 2005
Merrill Lynch September 1997 - March 2001
New York Life January 1995 - September 1997
Charles W. Rawl & Associates December 1989 - September 1997
Houston, Texas June 1981 - December 1989
Education
The University of Texas at Austin - Red McCombs School of Business 1977 — 1981
Bachelor of Business Administration, Finance
Westchester High School 1975 — 1977
Bill Kanaga Bill Kanaga's UBS Experience 2006 - February 2011
Job Trust & Investment Officer
Industry Financial Services
Experience
CoreFirst Bank & Trust February 2011 - Present
UBS 2006 - February 2011
A.G. Edwards 2002 - 2006
Commerce Trust Company 1997 - 2002
MSR Benefit Services Inc. 1993 - 1997
Education
University of Colorado Boulder - Leeds School of Business 1983 — 1984
MBA, Finance
The University of Kansas 1976 — 1980
BS, Business
CoreFirst Bank & Trust February 2011 - Present
UBS 2006 - February 2011
A.G. Edwards 2002 - 2006
Commerce Trust Company 1997 - 2002
MSR Benefit Services Inc. 1993 - 1997
Education
University of Colorado Boulder - Leeds School of Business 1983 — 1984
MBA, Finance
The University of Kansas 1976 — 1980
BS, Business
Paul Antonenko's UBS Experience June 2009 - May 2011
Job Branch Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2014 - Present
UBS Wealth Management February 2011 - December 2013
UBS June 2009 - May 2011
UBS December 2007 - May 2009
UBS April 2005 - December 2007
Piper Jaffray June 2004 - April 2005
Piper Jaffray June 2002 - June 2004
Piper Jaffray August 1999 - August 2001
Education
The University of North Dakota 1988 — 1993
B.B.A.
Lincoln High School 1986 — 1988
High School Diploma
UBS Wealth Management January 2014 - Present
UBS Wealth Management February 2011 - December 2013
UBS June 2009 - May 2011
UBS December 2007 - May 2009
UBS April 2005 - December 2007
Piper Jaffray June 2004 - April 2005
Piper Jaffray June 2002 - June 2004
Piper Jaffray August 1999 - August 2001
Education
The University of North Dakota 1988 — 1993
B.B.A.
Lincoln High School 1986 — 1988
High School Diploma
Joe Griffard Joe Griffard's UBS Experience 2000 - 2005
Job Owner at J.P. Griffard & Associates
Industry Financial Services
Experience
J.P. Griffard & Associates May 2005 - Present
UBS 2000 - 2005
A.G. Edwards & Sons, Inc. 1993 - 2000
Merrill Lynch 1991 - 1993
Dale Carnegie Training 1990 - 1991
Education
The University of Texas at Austin 1984 — 1990
BBA
St. Louis University High School 1980 — 1984
J.P. Griffard & Associates May 2005 - Present
UBS 2000 - 2005
A.G. Edwards & Sons, Inc. 1993 - 2000
Merrill Lynch 1991 - 1993
Dale Carnegie Training 1990 - 1991
Education
The University of Texas at Austin 1984 — 1990
BBA
St. Louis University High School 1980 — 1984
Kristine Conn's UBS Experience February 2009 - December 2011
Job Branch Operations Manager
Industry Financial Services
Experience
Raymond James November 2012 - Present
UBS Financial Services February 2009 - August 2012
UBS February 2009 - December 2011
Merrill Lynch 2007 - 2009
Skills
Series 7, Series 66, Series 9, Series 10
Education
University of Kansas 1992 — 1996
Bachelor of Arts (B.A.), Communication Studies
Raymond James November 2012 - Present
UBS Financial Services February 2009 - August 2012
UBS February 2009 - December 2011
Merrill Lynch 2007 - 2009
Skills
Series 7, Series 66, Series 9, Series 10
Education
University of Kansas 1992 — 1996
Bachelor of Arts (B.A.), Communication Studies
GARY FOSTER GARY FOSTER's UBS Experience February 1999 - August 2003
Job Business Development Manager at Bridgeview Bank Mortgage
Industry Banking
Experience
Bridgeview Bank Mortgage July 2013 - Present
Veterans United Home Loans March 2011 - July 2013
North American Savings Bank January 2008 - March 2011
NovaStar Mortgage January 2006 - January 2008
Piper Jaffray August 2004 - January 2006
UBS February 1999 - August 2003
United States Marine Corps September 1989 - September 1993
Skills
- created and..., -specialize in..., - experience in all..., - 6+ years of..., - USMC leadrship..., VA mortgages
Education
University of Kansas 2003 — 2004
Film School
University of Oregon 1993 — 1994
Economics
Bridgeview Bank Mortgage July 2013 - Present
Veterans United Home Loans March 2011 - July 2013
North American Savings Bank January 2008 - March 2011
NovaStar Mortgage January 2006 - January 2008
Piper Jaffray August 2004 - January 2006
UBS February 1999 - August 2003
United States Marine Corps September 1989 - September 1993
Skills
- created and..., -specialize in..., - experience in all..., - 6+ years of..., - USMC leadrship..., VA mortgages
Education
University of Kansas 2003 — 2004
Film School
University of Oregon 1993 — 1994
Economics
Blake Souza's UBS Experience June 2010 - August 2010
Job Regional Market Account Executive MetLife GV&WS
Industry Insurance
Experience
MetLife June 2013 - Present
UnitedHealthcare June 2011 - August 2012
UBS June 2010 - August 2010
Prides Corner Farms June 2009 - June 2009
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Glastonbury High School 2005 — 2009
MetLife June 2013 - Present
UnitedHealthcare June 2011 - August 2012
UBS June 2010 - August 2010
Prides Corner Farms June 2009 - June 2009
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Glastonbury High School 2005 — 2009
Jeremy Schmidt, CFP® Jeremy Schmidt, CFP®'s UBS Experience August 2006 - November 2008
Job Director of Asset Management at Marks Group Wealth Management
Industry Financial Services
Experience
Marks Group Wealth Management November 2008 - Present
UBS August 2006 - November 2008
Piper Jaffray February 2005 - August 2006
Education
The University of North Dakota 1996 — 2000
BA, Financial Management
Century High School
Hughes Junior High
Hughes Junior High
Hughes Junior High, Bismarck ND
Marks Group Wealth Management November 2008 - Present
UBS August 2006 - November 2008
Piper Jaffray February 2005 - August 2006
Education
The University of North Dakota 1996 — 2000
BA, Financial Management
Century High School
Hughes Junior High
Hughes Junior High
Hughes Junior High, Bismarck ND
Charles Ludden's UBS Experience September 2006 - July 2007
Job Capital Markets at Accenture
Industry Financial Services
Experience
Accenture April 2011 - Present
UBS AG, US Private Bank July 2007 - February 2010
UBS September 2006 - July 2007
New York Life Investment Management September 1998 - August 2006
Deloitte & Touche September 1992 - August 1998
Skills
Wealth Management, Asset Management, Investment Advisory, Strategic Planning, Product Management, Business Planning, Investment Products, Portfolio Management, Asset Managment, Investments, Mergers & Acquisitions, Finance, Banking, Capital Markets, Strategic Financial..., Business Strategy, Financial Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1992
MBA, Finance
The University of Texas at Arlington 1987 — 1992
ME, Mechanical Engineering
Virginia Polytechnic Institute and State University 1983 — 1987
BS, Mechanical Engineering
Accenture April 2011 - Present
UBS AG, US Private Bank July 2007 - February 2010
UBS September 2006 - July 2007
New York Life Investment Management September 1998 - August 2006
Deloitte & Touche September 1992 - August 1998
Skills
Wealth Management, Asset Management, Investment Advisory, Strategic Planning, Product Management, Business Planning, Investment Products, Portfolio Management, Asset Managment, Investments, Mergers & Acquisitions, Finance, Banking, Capital Markets, Strategic Financial..., Business Strategy, Financial Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1992
MBA, Finance
The University of Texas at Arlington 1987 — 1992
ME, Mechanical Engineering
Virginia Polytechnic Institute and State University 1983 — 1987
BS, Mechanical Engineering
Caroline Adams's UBS Experience August 2011 - August 2012
Job Bespoke Style Advisor, at Knot Standard
Industry Financial Services
Experience
Knot Standard November 2014 - Present
Barry's Bootcamp May 2014 - November 2014
FGI Finance January 2013 - May 2014
UBS August 2011 - August 2012
Bergdorf Goodman June 2010 - August 2010
Skills
Fixed Income, Bloomberg, Sales, Valuation, Microsoft Excel, Microsoft Word, Management, Financial Analysis, Equities, Financial Modeling, Data Analysis, Finance, Client Services, Client Relationships..., Client Relations, Men's Fashion, Bespoke
Education
The University of Texas at Austin 2007 — 2011
Bachelor's degree, Economics
St. Mary's University, Twickenham 2011 — 2012
Postgraduate Certificate, International Business
Knot Standard November 2014 - Present
Barry's Bootcamp May 2014 - November 2014
FGI Finance January 2013 - May 2014
UBS August 2011 - August 2012
Bergdorf Goodman June 2010 - August 2010
Skills
Fixed Income, Bloomberg, Sales, Valuation, Microsoft Excel, Microsoft Word, Management, Financial Analysis, Equities, Financial Modeling, Data Analysis, Finance, Client Services, Client Relationships..., Client Relations, Men's Fashion, Bespoke
Education
The University of Texas at Austin 2007 — 2011
Bachelor's degree, Economics
St. Mary's University, Twickenham 2011 — 2012
Postgraduate Certificate, International Business
Tobias Jungen Tobias Jungen's UBS Experience May 2004 - August 2004
Job Software Engineer at Google
Industry Computer Software
Experience
Google April 2011 - Present
Swingly March 2009 - April 2011
Language Computer Corporation June 2006 - April 2011
Applied Research Laboratories October 2004 - May 2006
National Instruments May 2005 - August 2005
UBS May 2004 - August 2004
Skills
Ant, Maven, Tomcat, Subversion, JSP, Closure
Education
The University of Texas at Austin 2002 — 2006
BS, Computer Science
Google April 2011 - Present
Swingly March 2009 - April 2011
Language Computer Corporation June 2006 - April 2011
Applied Research Laboratories October 2004 - May 2006
National Instruments May 2005 - August 2005
UBS May 2004 - August 2004
Skills
Ant, Maven, Tomcat, Subversion, JSP, Closure
Education
The University of Texas at Austin 2002 — 2006
BS, Computer Science
Scott Vehslage, CIMA Scott Vehslage, CIMA's UBS Experience September 1989 - Present
Job Managing Director Wealth Management
Industry Financial Services
Experience
UBS September 1989 - Present
KPMG June 1987 - October 1989
Skills
Alternative Investments, Equities, Asset Management, Financial Modeling, Wealth Management, Series 7, Hedge Funds, Investments, Capital Markets, Financial Analysis, Portfolio Management, Mutual Funds
Education
The University of Texas at Austin 1983 — 1987
BBA, Accounting
UBS September 1989 - Present
KPMG June 1987 - October 1989
Skills
Alternative Investments, Equities, Asset Management, Financial Modeling, Wealth Management, Series 7, Hedge Funds, Investments, Capital Markets, Financial Analysis, Portfolio Management, Mutual Funds
Education
The University of Texas at Austin 1983 — 1987
BBA, Accounting
David K. Neal's UBS Experience May 2000 - Present
Job Sr. Wealth Advisor
Industry Financial Services
Experience
Frontier Wealth Management April 2015 - Present
UBS May 2000 - Present
Education
Saint Louis University - John Cook School of Business 1995 — 1997
Masters of Management Sciences, Business
University of Kansas 1990 — 1995
Bachelor of Science (BS), Sports Management
Hutch High 1986 — 1990
Frontier Wealth Management April 2015 - Present
UBS May 2000 - Present
Education
Saint Louis University - John Cook School of Business 1995 — 1997
Masters of Management Sciences, Business
University of Kansas 1990 — 1995
Bachelor of Science (BS), Sports Management
Hutch High 1986 — 1990
Denise Rohrick Denise Rohrick's UBS Experience March 2013 - Present
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS March 2013 - Present
Skills
Investments, Risk Management, Strategic Financial..., Finance, Mergers & Acquisitions, Business Development, Strategic Planning, Executive Management, Financial Modeling, Analysis, Asset Managment, Portfolio Management, Asset Management, Financial Analysis, Strategy
Education
The University of North Dakota
B.A.
Linton High School
UBS March 2013 - Present
Skills
Investments, Risk Management, Strategic Financial..., Finance, Mergers & Acquisitions, Business Development, Strategic Planning, Executive Management, Financial Modeling, Analysis, Asset Managment, Portfolio Management, Asset Management, Financial Analysis, Strategy
Education
The University of North Dakota
B.A.
Linton High School
Henry Jordan Henry Jordan's UBS Experience August 2011 - Present
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS August 2011 - Present
Bernstein Global Wealth Management June 2009 - July 2011
Teton Enterprises, Inc. 1997 - June 2009
Total World Telecommunications, Inc. 1996 - 1997
CenturyLink (acquired US Long Distance) 1993 - 1996
Affiliated Computer Services, Inc. 1991 - 1992
Inter-Tel NetSolutions, Inc. 1990 - 1991
Sprint 1987 - 1989
FMC Corporation 1984 - 1987
Accenture (formerly Arthur Andersen & Company) 1982 - 1984
Education
Oconomowoc High School
The University of North Dakota
MBA, Economics
The University of North Dakota
BSBA, Economics, Statistics and Records Management
UBS August 2011 - Present
Bernstein Global Wealth Management June 2009 - July 2011
Teton Enterprises, Inc. 1997 - June 2009
Total World Telecommunications, Inc. 1996 - 1997
CenturyLink (acquired US Long Distance) 1993 - 1996
Affiliated Computer Services, Inc. 1991 - 1992
Inter-Tel NetSolutions, Inc. 1990 - 1991
Sprint 1987 - 1989
FMC Corporation 1984 - 1987
Accenture (formerly Arthur Andersen & Company) 1982 - 1984
Education
Oconomowoc High School
The University of North Dakota
MBA, Economics
The University of North Dakota
BSBA, Economics, Statistics and Records Management
Carter Pearson Carter Pearson's UBS Experience May 2012 - July 2012
Job Master of Science Business Analytics Graduate Student at The University of Texas
Industry Higher Education
Experience
Quorum Business Solutions September 2014 - May 2015
Self-employed private tutor September 2012 - August 2013
UBS May 2012 - July 2012
NAI Houston June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Statistics, Microsoft Word, Stata, Equity Research, Equities, Investments, Regression Analysis, Calculus, Basketball, Social Media, Quantitative Analytics, Data Analysis, Finance, Research, PowerPoint, Portfolio Management, Financial Analysis, Management
Education
The University of Texas at Austin 2015 — 2016
Master’s Degree, Business Analytics
The University of Texas at Austin 2010 — 2014
Bachelor of Science, Mathematics
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (BA), Economics
St. John's 2002 — 2009
Quorum Business Solutions September 2014 - May 2015
Self-employed private tutor September 2012 - August 2013
UBS May 2012 - July 2012
NAI Houston June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Statistics, Microsoft Word, Stata, Equity Research, Equities, Investments, Regression Analysis, Calculus, Basketball, Social Media, Quantitative Analytics, Data Analysis, Finance, Research, PowerPoint, Portfolio Management, Financial Analysis, Management
Education
The University of Texas at Austin 2015 — 2016
Master’s Degree, Business Analytics
The University of Texas at Austin 2010 — 2014
Bachelor of Science, Mathematics
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (BA), Economics
St. John's 2002 — 2009
Ron Rumack Ron Rumack's UBS Experience June 1990 - December 1993
Job Managing Director at Stern Brothers & Co.
Industry Banking
Experience
Stern Brothers & Co. September 2013 - Present
West Windsor Parking Authority June 2003 - Present
Sumitomo Mitsui Banking Corporation September 2008 - July 2012
Oppenheimer & Co. 2007 - September 2008
Structured Financial Stragies, LLC August 2006 - September 2007
HypoVereinsbank - UniCredit Bank AG September 1996 - June 2006
Toronto Dominion Bank January 1994 - September 1996
UBS June 1990 - December 1993
National Westminster Bank June 1987 - May 1990
Security Pacific Capital Markets Group, Inc. September 1984 - August 1987
Skills
Investment Banking, Capital Markets, Bonds, Credit, Structured Finance, Public Finance, Portfolio Management, Derivatives, Credit Analysis, Financial Structuring, Finance, Securities, Banking, Financial Modeling, Fixed Income, Financial Services, Corporate Finance, Financial Risk, Loans, Wealth Management, Commercial Banking, Financial Advisory, Financial Institutions, Credit Risk, Direct Purchase Loans
Education
The University of Texas at Austin
BBA, Finance
Stern Brothers & Co. September 2013 - Present
West Windsor Parking Authority June 2003 - Present
Sumitomo Mitsui Banking Corporation September 2008 - July 2012
Oppenheimer & Co. 2007 - September 2008
Structured Financial Stragies, LLC August 2006 - September 2007
HypoVereinsbank - UniCredit Bank AG September 1996 - June 2006
Toronto Dominion Bank January 1994 - September 1996
UBS June 1990 - December 1993
National Westminster Bank June 1987 - May 1990
Security Pacific Capital Markets Group, Inc. September 1984 - August 1987
Skills
Investment Banking, Capital Markets, Bonds, Credit, Structured Finance, Public Finance, Portfolio Management, Derivatives, Credit Analysis, Financial Structuring, Finance, Securities, Banking, Financial Modeling, Fixed Income, Financial Services, Corporate Finance, Financial Risk, Loans, Wealth Management, Commercial Banking, Financial Advisory, Financial Institutions, Credit Risk, Direct Purchase Loans
Education
The University of Texas at Austin
BBA, Finance
Estefania Gallardo Estefania Gallardo's UBS Experience June 2015 - August 2015
Job Operations Intern at UBS
Industry Investment Management
Experience
Recreational Sports Center June 2014 - Present
UBS June 2015 - August 2015
Austin Phoenix Resources June 2014 - August 2014
Skills
Investment Management, Financial Analysis, Investments, International Finance, Statistical Modeling, Financial Markets, Oil & Gas, Energy Management, Public Speaking, Teamwork, Project Management, Microsoft Office, Analysis, Due Diligence, Microsoft Excel, Risk Management
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Recreational Sports Center June 2014 - Present
UBS June 2015 - August 2015
Austin Phoenix Resources June 2014 - August 2014
Skills
Investment Management, Financial Analysis, Investments, International Finance, Statistical Modeling, Financial Markets, Oil & Gas, Energy Management, Public Speaking, Teamwork, Project Management, Microsoft Office, Analysis, Due Diligence, Microsoft Excel, Risk Management
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Matt Wildy's UBS Experience 2001 - 2004
Job Team Lead at Mortgage Lenders of America Give me a shout if your looking for the best job in the worldwe are hiring!
Industry Financial Services
Experience
Mortgage Lenders of America March 2009 - Present
Capital One Home Loans 2007 - 2008
NovaStar Financial 2004 - 2007
UBS 2001 - 2004
Skills
Mortgage Lending, Mortgage Banking, Refinance, Loans, FHA, Credit, DU Refi Plus, NMLS Licensed, Purchase Financing, Mortgage Consulting, Pre-approval, USDA Rural Housing, Government Loans, 100% Financing, HomePath, Direct Lender, FHA financing, Risk Management, Mortgage Servicing, USDA, VA loans, Customer Retention, Sales Management, Credit Analysis, Loan Servicing, Investments, Consumer Lending, Appraisals, Commercial Lending, Underwriting, Loss Mitigation, Finance, Loan Origination, Residential Mortgages, Banking, Sales, VA Loans, FHA Financing
Education
University of Kansas 1994 — 1999
Accounting, Business
Mortgage Lenders of America March 2009 - Present
Capital One Home Loans 2007 - 2008
NovaStar Financial 2004 - 2007
UBS 2001 - 2004
Skills
Mortgage Lending, Mortgage Banking, Refinance, Loans, FHA, Credit, DU Refi Plus, NMLS Licensed, Purchase Financing, Mortgage Consulting, Pre-approval, USDA Rural Housing, Government Loans, 100% Financing, HomePath, Direct Lender, FHA financing, Risk Management, Mortgage Servicing, USDA, VA loans, Customer Retention, Sales Management, Credit Analysis, Loan Servicing, Investments, Consumer Lending, Appraisals, Commercial Lending, Underwriting, Loss Mitigation, Finance, Loan Origination, Residential Mortgages, Banking, Sales, VA Loans, FHA Financing
Education
University of Kansas 1994 — 1999
Accounting, Business
Andria Levitt Andria Levitt's UBS Experience July 2012 - September 2014
Job Investment Banking Associate at Citi
Industry
Experience
Citi January 2015 - Present
Citi September 2014 - December 2014
UBS July 2012 - September 2014
Dos Rios Partners October 2011 - May 2012
Acquest Advisors 2011 - 2011
Education
The University of Texas at Austin - The Red McCombs School of Business
Finance
Citi January 2015 - Present
Citi September 2014 - December 2014
UBS July 2012 - September 2014
Dos Rios Partners October 2011 - May 2012
Acquest Advisors 2011 - 2011
Education
The University of Texas at Austin - The Red McCombs School of Business
Finance
Bryan Banks's UBS Experience May 2015 - Present
Job Corporate Compliance
Industry Banking
Experience
UBS May 2015 - Present
JPMorgan Chase September 2014 - April 2015
Robert Half Finance & Accounting February 2014 - September 2014
Carrabba's Italian Grill August 2010 - May 2014
Citibank (Banamex USA) December 2013 - February 2014
Dillards January 2012 - July 2013
Skills
Inventory Management, Time Management, Microsoft Office, Social Networking, Customer Service, PowerPoint, Customer Satisfaction, Data Entry, Critical Thinking, Teamwork, Sales, Phone Etiquette, Team Leadership, Team Building, Research, People Skills, Loss Prevention, Highly detail oriented, Dependable Team Player, Windows, Close Attention to..., Team-oriented, Facebook, Outlook, Cashiering, Training, POS, Employee Training, Retail, Inventory Control, Profit, Editing, Legal Compliance, Anti Money Laundering, Financial Risk, Financial Analysis, Leadership, Risk Management, Analysis, Banking, Process Improvement, Microsoft Excel
Education
The University of Memphis 2006 — 2010
Bachelor's, Psychology
UBS May 2015 - Present
JPMorgan Chase September 2014 - April 2015
Robert Half Finance & Accounting February 2014 - September 2014
Carrabba's Italian Grill August 2010 - May 2014
Citibank (Banamex USA) December 2013 - February 2014
Dillards January 2012 - July 2013
Skills
Inventory Management, Time Management, Microsoft Office, Social Networking, Customer Service, PowerPoint, Customer Satisfaction, Data Entry, Critical Thinking, Teamwork, Sales, Phone Etiquette, Team Leadership, Team Building, Research, People Skills, Loss Prevention, Highly detail oriented, Dependable Team Player, Windows, Close Attention to..., Team-oriented, Facebook, Outlook, Cashiering, Training, POS, Employee Training, Retail, Inventory Control, Profit, Editing, Legal Compliance, Anti Money Laundering, Financial Risk, Financial Analysis, Leadership, Risk Management, Analysis, Banking, Process Improvement, Microsoft Excel
Education
The University of Memphis 2006 — 2010
Bachelor's, Psychology
Nicole Edwards Nicole Edwards's UBS Experience 2011 - Present
Job Compliance Analyst at UBS
Industry Financial Services
Experience
UBS 2011 - Present
BlackRock 2009 - 2011
Merrill Lynch 2006 - 2008
Merrill Lynch August 2005 - December 2005
Skills
Mutual Funds, Securities, Asset Allocation, ETFs, Series 7, Finance, Sales, Financial Advisory, Financial Services, Wealth Management, Investment Advisory, Relationship Management, Anti Money Laundering, Investment Strategies, CRM, New Business Development, 401k, Retirement Planning, AML, KYC, USA PATRIOT Act, CAMS, Certified Anti-Money..., Financial Crimes...
Education
The University of Memphis 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business
UBS 2011 - Present
BlackRock 2009 - 2011
Merrill Lynch 2006 - 2008
Merrill Lynch August 2005 - December 2005
Skills
Mutual Funds, Securities, Asset Allocation, ETFs, Series 7, Finance, Sales, Financial Advisory, Financial Services, Wealth Management, Investment Advisory, Relationship Management, Anti Money Laundering, Investment Strategies, CRM, New Business Development, 401k, Retirement Planning, AML, KYC, USA PATRIOT Act, CAMS, Certified Anti-Money..., Financial Crimes...
Education
The University of Memphis 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business
Ron Peacock Ron Peacock's UBS Experience November 2008 - Present
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS November 2008 - Present
Citi 2002 - 2008
Smith Barney 2002 - 2008
Gateway 1990 - 2002
Burger King Corporation 1996 - 1997
Skills
Business Development
Education
The University of South Dakota 1986 — 1990
BS, Political Science & English
Stevens High School,
UBS November 2008 - Present
Citi 2002 - 2008
Smith Barney 2002 - 2008
Gateway 1990 - 2002
Burger King Corporation 1996 - 1997
Skills
Business Development
Education
The University of South Dakota 1986 — 1990
BS, Political Science & English
Stevens High School,
Kelsey Johnson's UBS Experience May 2009 - July 2009
Job Internal Sales Associate, External Diagnostics, at Medtronic Inc.
Industry Medical Devices
Experience
Medtronic August 2014 - Present
Medix June 2011 - August 2014
UBS May 2009 - July 2009
The Ski Shop October 2005 - March 2007
Skills
Cold Calling, Interviews, Sales, Applicant Tracking..., Talent Management, Internet Recruiting, Sales Operations, Account Management, Executive Search, Time Management, Management, Healthcare, Forecasting, Selling, Marketing Strategy, PowerPoint
Education
University of Kansas 2007 — 2011
Bachelor of Science, Marketing
Consortium Institute of Management and Business Administration (CIMBA) 2010 — 2010
International Marketing
Medtronic August 2014 - Present
Medix June 2011 - August 2014
UBS May 2009 - July 2009
The Ski Shop October 2005 - March 2007
Skills
Cold Calling, Interviews, Sales, Applicant Tracking..., Talent Management, Internet Recruiting, Sales Operations, Account Management, Executive Search, Time Management, Management, Healthcare, Forecasting, Selling, Marketing Strategy, PowerPoint
Education
University of Kansas 2007 — 2011
Bachelor of Science, Marketing
Consortium Institute of Management and Business Administration (CIMBA) 2010 — 2010
International Marketing
W. Cullen (Culley) Callaway W. Cullen (Culley) Callaway's UBS Experience July 2005 - September 2009
Job Crude & NGL Logistics, Energy Corporate Finance, Private Capital, & A&D. Looking for opportunities.
Industry Oil & Energy
Experience
Cyprus Capital LLC September 2013 - Present
The Oil & Gas Asset Clearinghouse August 2012 - September 2013
Wm H Murphy & Company Investment Bank December 2009 - August 2012
UBS July 2005 - September 2009
Grant Thornton LLP 1986 - 1989
PwC 1984 - 1986
Skills
Mergers & Acquisitions, Business Development, Valuation, Account Management, Acquisitions, Divestitures, Investment Banking, Finance, Energy, Corporate Finance, Oil & Gas Acquisitions..., Oil & Gas Trading, Client Relations..., Project Management, Evaluation, Physical Oil Trading, Physical Natural Gas..., A&D, Oil & Gas Industry, Crude and NGL Logistics..., Series 7, Series 24, Due Diligence, Natural Gas, Petroleum, Strategy
Education
The University of Texas at Austin
BBA, Accounting
The University of Texas at Austin
Cyprus Capital LLC September 2013 - Present
The Oil & Gas Asset Clearinghouse August 2012 - September 2013
Wm H Murphy & Company Investment Bank December 2009 - August 2012
UBS July 2005 - September 2009
Grant Thornton LLP 1986 - 1989
PwC 1984 - 1986
Skills
Mergers & Acquisitions, Business Development, Valuation, Account Management, Acquisitions, Divestitures, Investment Banking, Finance, Energy, Corporate Finance, Oil & Gas Acquisitions..., Oil & Gas Trading, Client Relations..., Project Management, Evaluation, Physical Oil Trading, Physical Natural Gas..., A&D, Oil & Gas Industry, Crude and NGL Logistics..., Series 7, Series 24, Due Diligence, Natural Gas, Petroleum, Strategy
Education
The University of Texas at Austin
BBA, Accounting
The University of Texas at Austin
Cole Carey's UBS Experience June 2015 - Present
Job Investment Banking Summer Analyst at UBS
Industry Investment Banking
Experience
UBS June 2015 - Present
Vaison Partners LLC January 2014 - April 2015
Skills
Finance, Investments, Portfolio Management, Equities, Asset Management, Financial Markets, Foreign Exchange, Electronic Trading, Risk Management, Investment Management, Hedge Funds, Economics, Alternative Investments, Fundamental Analysis, Trading Strategies, Technical Analysis, Market Research, Investment Banking, Financial Modeling, Oil & Gas Industry, Upstream, Midstream, Downstream Oil & Gas, Pitch Books, Microsoft Excel, PowerPoint, Financial Accounting, Accounting, Cost Accounting
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Senior
Cedar Park High School 2008 — 2012
Mathematics
UBS June 2015 - Present
Vaison Partners LLC January 2014 - April 2015
Skills
Finance, Investments, Portfolio Management, Equities, Asset Management, Financial Markets, Foreign Exchange, Electronic Trading, Risk Management, Investment Management, Hedge Funds, Economics, Alternative Investments, Fundamental Analysis, Trading Strategies, Technical Analysis, Market Research, Investment Banking, Financial Modeling, Oil & Gas Industry, Upstream, Midstream, Downstream Oil & Gas, Pitch Books, Microsoft Excel, PowerPoint, Financial Accounting, Accounting, Cost Accounting
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Senior
Cedar Park High School 2008 — 2012
Mathematics
Ryan Shook Ryan Shook's UBS Experience May 2008 - August 2008
Job Senior Associate at PwC RCSA Energy
Industry Oil & Energy
Experience
PwC May 2015 - Present
Magnum Forge April 2014 - April 2015
Quorum Business Solutions June 2013 - April 2014
SunGard Financial Systems February 2012 - June 2013
The Allen Economic Development Corporation July 2010 - March 2012
University of Notre Dame January 2008 - July 2010
UBS May 2008 - August 2008
Skills
Financial Analysis, Economics, Business Analysis, Oil & Gas Industry, Market Research, Research, Strategy, Microsoft SQL Server, IT Strategy, IT Operations, Division Orders, Oil & Gas Accounting, Financial Technology, Financial Reporting, MS Project, Microsoft Office, TFS, Land Administration, Tableau
Education
University of Notre Dame 2007 — 2010
Bachelor of Arts, Economics, Computer Applications
The University of Texas at Austin 2006 — 2007
Economics
Jesuit 2002 — 2006
High School Degree
PwC May 2015 - Present
Magnum Forge April 2014 - April 2015
Quorum Business Solutions June 2013 - April 2014
SunGard Financial Systems February 2012 - June 2013
The Allen Economic Development Corporation July 2010 - March 2012
University of Notre Dame January 2008 - July 2010
UBS May 2008 - August 2008
Skills
Financial Analysis, Economics, Business Analysis, Oil & Gas Industry, Market Research, Research, Strategy, Microsoft SQL Server, IT Strategy, IT Operations, Division Orders, Oil & Gas Accounting, Financial Technology, Financial Reporting, MS Project, Microsoft Office, TFS, Land Administration, Tableau
Education
University of Notre Dame 2007 — 2010
Bachelor of Arts, Economics, Computer Applications
The University of Texas at Austin 2006 — 2007
Economics
Jesuit 2002 — 2006
High School Degree
Jake Falcon, CRPC®'s UBS Experience October 2006 - Present
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS October 2006 - Present
Education
The University of Texas at San Antonio
Bachelor of Business Administration (B.B.A.), General Business
The College for Financial Planning
Chartered Retirement Planning Counselor
University of Pennsylvania - The Wharton School
Investment Strategies and Portfolio Management Program
UBS October 2006 - Present
Education
The University of Texas at San Antonio
Bachelor of Business Administration (B.B.A.), General Business
The College for Financial Planning
Chartered Retirement Planning Counselor
University of Pennsylvania - The Wharton School
Investment Strategies and Portfolio Management Program
Merritt Shivitz's UBS Experience May 2014 - Present
Job Private Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS May 2014 - Present
Jeppesen, a Boeing Company June 2013 - August 2013
SanDisk June 2012 - August 2012
Prepared 4 Life and Lemonade Day June 2011 - August 2011
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Science (BS), Public Relations
The University of Texas at Austin 2010 — 2014
Bachelor’s Degree, Journalism
UBS May 2014 - Present
Jeppesen, a Boeing Company June 2013 - August 2013
SanDisk June 2012 - August 2012
Prepared 4 Life and Lemonade Day June 2011 - August 2011
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Science (BS), Public Relations
The University of Texas at Austin 2010 — 2014
Bachelor’s Degree, Journalism
Steven Schenk Steven Schenk's UBS Experience January 2001 - Present
Job Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2001 - Present
Pfizer 1993 - 1996
Pfizer 1978 - 1993
Skills
Wealth Management
Education
The University of Texas at Austin 1974 — 1978
Doctor of Philosophy (Ph.D.), Microbiology, General
The University of Texas at Austin 1970 — 1974
Master of Arts (M.A.), Microbiology, General
Whitman College 1966 — 1970
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
UBS January 2001 - Present
Pfizer 1993 - 1996
Pfizer 1978 - 1993
Skills
Wealth Management
Education
The University of Texas at Austin 1974 — 1978
Doctor of Philosophy (Ph.D.), Microbiology, General
The University of Texas at Austin 1970 — 1974
Master of Arts (M.A.), Microbiology, General
Whitman College 1966 — 1970
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Vaishnavi Rajagopalan's UBS Experience May 2015 - Present
Job Honors Student at The University of Texas at Dallas Naveen Jindal School of Management
Industry Financial Services
Experience
UBS May 2015 - Present
Chili's June 2013 - March 2014
Skills
Microsoft Office, Teamwork, Public Speaking, Microsoft Word, Microsoft Excel, Time Management, PowerPoint, Customer Service, Social Media, Social Networking, Leadership, Data Analysis, Management
Education
The University of Texas at Dallas 2012 — 2016
Bachelor's Degree, Finance
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2016
Earning Bachelor of Science in Finance, Finance, General
UBS May 2015 - Present
Chili's June 2013 - March 2014
Skills
Microsoft Office, Teamwork, Public Speaking, Microsoft Word, Microsoft Excel, Time Management, PowerPoint, Customer Service, Social Media, Social Networking, Leadership, Data Analysis, Management
Education
The University of Texas at Dallas 2012 — 2016
Bachelor's Degree, Finance
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2016
Earning Bachelor of Science in Finance, Finance, General
Katie Martinelli Katie Martinelli's UBS Experience August 2006 - May 2009
Job at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors March 2011 - Present
Raymond James & Associates, Inc November 2009 - April 2010
UBS August 2006 - May 2009
Skills
Human Resources, Investment Strategies, Event Planning, Mutual Funds, Analysis, Sales, Recruiting, Management, Administrative..., Marketing, Microsoft Office, Public Speaking, Microsoft Excel, Finance, Investments, Portfolio Management, Event Management
Education
The University of Texas at Austin 2001 — 2006
Bachelor of Arts, Government
Dimensional Fund Advisors March 2011 - Present
Raymond James & Associates, Inc November 2009 - April 2010
UBS August 2006 - May 2009
Skills
Human Resources, Investment Strategies, Event Planning, Mutual Funds, Analysis, Sales, Recruiting, Management, Administrative..., Marketing, Microsoft Office, Public Speaking, Microsoft Excel, Finance, Investments, Portfolio Management, Event Management
Education
The University of Texas at Austin 2001 — 2006
Bachelor of Arts, Government
Frances Smith's UBS Experience August 2010 - November 2010
Job
Industry Financial Services
Experience
Ernst & Young June 2013 - Present
Ernst & Young February 2012 - August 2012
UBS August 2010 - November 2010
Public Strategies, Inc. May 2009 - August 2009
MAO Public Relations January 2008 - February 2008
Dancie Perugini Ware Public Relations June 2007 - August 2007
Skills
Microsoft Office, Financial Analysis, Microsoft Word, Tax, Asset Management, Microsoft Excel, Financial Modeling, Corporate Finance, Accounting, Financial Services, Social Media Marketing, PowerPoint, Facebook, Social Media, Financial Accounting, Financial Reporting
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2012
Master in Professional Accounting, Tax
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, Spanish
Ernst & Young June 2013 - Present
Ernst & Young February 2012 - August 2012
UBS August 2010 - November 2010
Public Strategies, Inc. May 2009 - August 2009
MAO Public Relations January 2008 - February 2008
Dancie Perugini Ware Public Relations June 2007 - August 2007
Skills
Microsoft Office, Financial Analysis, Microsoft Word, Tax, Asset Management, Microsoft Excel, Financial Modeling, Corporate Finance, Accounting, Financial Services, Social Media Marketing, PowerPoint, Facebook, Social Media, Financial Accounting, Financial Reporting
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2012
Master in Professional Accounting, Tax
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, Spanish
Gary Bode Gary Bode's UBS Experience February 2002 - December 2010
Job Director of Global EndPoint Engineering at AmerisourceBergen
Industry Information Technology and Services
Experience
AmerisourceBergen June 2015 - Present
Experian May 2013 - Present
Citi December 2010 - July 2012
UBS February 2002 - December 2010
UBS Investment Bank September 2003 - October 2007
UBS Investment Bank February 2002 - May 2003
Enron 1997 - 2002
Enron 1997 - 2002
System One/Amadeus 1990 - 1995
Skills
IT Strategy, ITIL, Disaster Recovery, Change Management, Vendor Management, Investment Banking, IT Management, Business Continuity, IT Service Management, Trading Systems, Crisis Management, Business Continuity..., Process Improvement, SOX Compliancy, Distributed Team..., IT Infrastructure Design, Infrastructure Capacity..., Program Management, Account Management, Executive Management, Software Lifecycle..., IT Transformation, IT Infrastructure..., IT Infrastructure..., Global Service..., Unified Messaging, Platform Consolidation, New Technology..., Server Lifecycle..., Agile Project Management, IT Outsourcing, Service Delivery, Virtualization, Microsoft Exchange, Project Management, Data Center, Management
Education
The University of Texas at Austin 1981 — 1986
Bachelor's degree, Biology, General
Lotus Independent Instructor 1995 — 1996
Lotus Domino Certified Instructor Certification - CLI, Lotus Domino
Technical Leadership Management
"The Bottom Line" Project Leadership
Microsoft Implementing and Managing Exchange Infrastructure
Enhancing Leadership Impact
Information Systems Examination Board 2005 — 2005
Foundations Certificate in ITIL IT Service Management
Global Technology Operating Models
UBS "Leading Now" Management 2010 — 2010
AmerisourceBergen June 2015 - Present
Experian May 2013 - Present
Citi December 2010 - July 2012
UBS February 2002 - December 2010
UBS Investment Bank September 2003 - October 2007
UBS Investment Bank February 2002 - May 2003
Enron 1997 - 2002
Enron 1997 - 2002
System One/Amadeus 1990 - 1995
Skills
IT Strategy, ITIL, Disaster Recovery, Change Management, Vendor Management, Investment Banking, IT Management, Business Continuity, IT Service Management, Trading Systems, Crisis Management, Business Continuity..., Process Improvement, SOX Compliancy, Distributed Team..., IT Infrastructure Design, Infrastructure Capacity..., Program Management, Account Management, Executive Management, Software Lifecycle..., IT Transformation, IT Infrastructure..., IT Infrastructure..., Global Service..., Unified Messaging, Platform Consolidation, New Technology..., Server Lifecycle..., Agile Project Management, IT Outsourcing, Service Delivery, Virtualization, Microsoft Exchange, Project Management, Data Center, Management
Education
The University of Texas at Austin 1981 — 1986
Bachelor's degree, Biology, General
Lotus Independent Instructor 1995 — 1996
Lotus Domino Certified Instructor Certification - CLI, Lotus Domino
Technical Leadership Management
"The Bottom Line" Project Leadership
Microsoft Implementing and Managing Exchange Infrastructure
Enhancing Leadership Impact
Information Systems Examination Board 2005 — 2005
Foundations Certificate in ITIL IT Service Management
Global Technology Operating Models
UBS "Leading Now" Management 2010 — 2010
Brad Klein's UBS Experience January 2012 - Present
Job VicePresident Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2012 - Present
Merrill Lynch December 1989 - January 2012
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1982
Marketing, Economics, Finance, Marketing
UBS January 2012 - Present
Merrill Lynch December 1989 - January 2012
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1982
Marketing, Economics, Finance, Marketing
Trey Byrd's UBS Experience May 2011 - August 2011
Job Producer at Brush Creek Partners
Industry Insurance
Experience
Brush Creek Partners September 2013 - Present
Perfect Pour Alcohol Catering January 2010 - Present
MetLife April 2013 - September 2013
UBS May 2011 - August 2011
Skills
Disability Insurance, Health Insurance, Financial Modeling, Insurance, Financial Analysis, Fixed Annuities, Employee Benefits
Education
University of Kansas 2008 — 2012
Bachelor, Finance
Brush Creek Partners September 2013 - Present
Perfect Pour Alcohol Catering January 2010 - Present
MetLife April 2013 - September 2013
UBS May 2011 - August 2011
Skills
Disability Insurance, Health Insurance, Financial Modeling, Insurance, Financial Analysis, Fixed Annuities, Employee Benefits
Education
University of Kansas 2008 — 2012
Bachelor, Finance
Andres Miramontes Andres Miramontes's UBS Experience April 2007 - January 2009
Job Asset Manager at Sabal Financial Group LP
Industry Real Estate
Experience
Sabal Financial Group LP February 2012 - Present
Enlink GeoEnergy June 2010 - August 2010
UBS April 2007 - January 2009
Skills
Financial Analysis, Valuation, Business Analysis, Economics, Project Coordination, Due Diligence, Strategic Planning, Management, Financial Modeling, Business Development, Corporate Finance, Investments, Budgets, Asset Management, Portfolio Management, Finance, Project Management, Financial Services, Real Estate
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA
Trinity University 2002 — 2006
Bachelor of Science, Finance, Economics
Sabal Financial Group LP February 2012 - Present
Enlink GeoEnergy June 2010 - August 2010
UBS April 2007 - January 2009
Skills
Financial Analysis, Valuation, Business Analysis, Economics, Project Coordination, Due Diligence, Strategic Planning, Management, Financial Modeling, Business Development, Corporate Finance, Investments, Budgets, Asset Management, Portfolio Management, Finance, Project Management, Financial Services, Real Estate
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA
Trinity University 2002 — 2006
Bachelor of Science, Finance, Economics
Julie Epling's UBS Experience 1999 - 2009
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2009 - Present
UBS 1999 - 2009
Skills
Financial Planning, Strategic Financial..., Wealth Accumulation, 401k Rollovers, Saving for Education, College Education..., 529 Plans, College Savings Plans, IRAs, Roth IRA, Small Business, Series 7, Uniform Combined State..., Series 65, Term Life Insurance, Municipal Bonds, Variable Annuities, Customer Service
Education
The University of New Mexico
Business Administration and Management, General
Edward Jones August 2009 - Present
UBS 1999 - 2009
Skills
Financial Planning, Strategic Financial..., Wealth Accumulation, 401k Rollovers, Saving for Education, College Education..., 529 Plans, College Savings Plans, IRAs, Roth IRA, Small Business, Series 7, Uniform Combined State..., Series 65, Term Life Insurance, Municipal Bonds, Variable Annuities, Customer Service
Education
The University of New Mexico
Business Administration and Management, General
Jennifer Sharpe, CRPC Jennifer Sharpe, CRPC's UBS Experience November 2011 - March 2012
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
UBS November 2011 - March 2012
UBS May 2011 - October 2011
UBS January 2009 - April 2011
Granite Properties Of Texas May 2006 - August 2008
Education
The University of Texas at San Antonio 2000 — 2004
B.A., Psychology
Merrill Lynch March 2012 - Present
UBS November 2011 - March 2012
UBS May 2011 - October 2011
UBS January 2009 - April 2011
Granite Properties Of Texas May 2006 - August 2008
Education
The University of Texas at San Antonio 2000 — 2004
B.A., Psychology
Shaun Kolnick, CFA, CPA's UBS Experience April 2010 - May 2011
Job Analyst at Senvest Management LLC
Industry Investment Management
Experience
Senvest Management LLC March 2014 - Present
Morgan Stanley May 2011 - February 2014
UBS April 2010 - May 2011
Deloitte August 2007 - April 2010
Skills
Financial Statements, Chartered Financial..., Series 7, Financial Modeling, Business Valuation, SEC filings, Valuation, Financial Analysis, CPA, Investments, Bloomberg, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2007
Masters, Accounting
The University of Texas at Austin - Red McCombs School of Business 2003 — 2006
BBA, Bachelors in Business: Accounting Major
Senvest Management LLC March 2014 - Present
Morgan Stanley May 2011 - February 2014
UBS April 2010 - May 2011
Deloitte August 2007 - April 2010
Skills
Financial Statements, Chartered Financial..., Series 7, Financial Modeling, Business Valuation, SEC filings, Valuation, Financial Analysis, CPA, Investments, Bloomberg, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2007
Masters, Accounting
The University of Texas at Austin - Red McCombs School of Business 2003 — 2006
BBA, Bachelors in Business: Accounting Major
Crystal Stastny Crystal Stastny's UBS Experience August 2004 - May 2005
Job Exploring Opportunities
Industry Financial Services
Experience
Bernstein Global Wealth Management October 2012 - May 2014
Pritchard Capital Partners May 2010 - July 2012
Energy Careers July 2007 - May 2010
University of Texas at Austin August 2006 - May 2007
Sydcor Enterprises May 2005 - May 2006
UBS August 2004 - May 2005
Skills
Strategic Planning, Energy, Financial Analysis, Investments, Economics, Asset Managment, Project Management, Microsoft Excel, Financial Modeling, Microsoft Office
Education
The University of Texas at Austin 2002 — 2007
Bachelor of Arts (BA), Sociology
Series 63
Series 7
Bernstein Global Wealth Management October 2012 - May 2014
Pritchard Capital Partners May 2010 - July 2012
Energy Careers July 2007 - May 2010
University of Texas at Austin August 2006 - May 2007
Sydcor Enterprises May 2005 - May 2006
UBS August 2004 - May 2005
Skills
Strategic Planning, Energy, Financial Analysis, Investments, Economics, Asset Managment, Project Management, Microsoft Excel, Financial Modeling, Microsoft Office
Education
The University of Texas at Austin 2002 — 2007
Bachelor of Arts (BA), Sociology
Series 63
Series 7
Robin Peel Joe Robin Peel Joe's UBS Experience January 2000 - January 2003
Job Vice President, Operations at Riley Hutto Wealth Management
Industry Financial Services
Experience
Riley Wealth Management, LLC January 2008 - Present
Raymond James January 2003 - January 2008
Paine Webber January 2000 - January 2003
UBS January 2000 - January 2003
Merrill Lynch January 1992 - January 1996
Education
The University of Texas at Arlington
Riley Wealth Management, LLC January 2008 - Present
Raymond James January 2003 - January 2008
Paine Webber January 2000 - January 2003
UBS January 2000 - January 2003
Merrill Lynch January 1992 - January 1996
Education
The University of Texas at Arlington
Barak Krengel's UBS Experience June 2009 - July 2010
Job IT Account Manager at Oxford Global Resources
Industry Staffing and Recruiting
Experience
Oxford Global Resources May 2015 - Present
TotalFacility, Inc. October 2014 - February 2015
C.H. Robinson Worldwide, Inc. February 2013 - October 2014
C.H. Robinson Worldwide, Inc. September 2012 - February 2013
C.H. Robinson Worldwide, Inc. December 2010 - September 2012
UBS June 2009 - July 2010
Supernova Talent Management November 2008 - May 2009
Alpha Epsilon Pi December 2007 - February 2009
Black-Eyed Pea May 2006 - July 2008
Solomon Schechter Academy of Dallas June 2002 - July 2005
Skills
Event Planning, Microsoft Excel, Microsoft Word, Fundraising, Microsoft Office, Facebook, Customer Service, Contract Negotiation, Marketing, Account Management, Sales, PowerPoint, Social Media Marketing, Leadership, Public Relations, Outlook, Social Media, Social Networking, Management, Event Management, Salesforce.com, Budgets, Time Management, Public Speaking, Data Analysis, Inventory Management, Advertising, Training, Market Research, Customer Satisfaction, Team Leadership, Cold Calling, Team Building
Education
The University of Kansas 2005 — 2009
BA, Applied Behavioral Sciences
JJ Pearce Highschool 2001 — 2005
Oxford Global Resources May 2015 - Present
TotalFacility, Inc. October 2014 - February 2015
C.H. Robinson Worldwide, Inc. February 2013 - October 2014
C.H. Robinson Worldwide, Inc. September 2012 - February 2013
C.H. Robinson Worldwide, Inc. December 2010 - September 2012
UBS June 2009 - July 2010
Supernova Talent Management November 2008 - May 2009
Alpha Epsilon Pi December 2007 - February 2009
Black-Eyed Pea May 2006 - July 2008
Solomon Schechter Academy of Dallas June 2002 - July 2005
Skills
Event Planning, Microsoft Excel, Microsoft Word, Fundraising, Microsoft Office, Facebook, Customer Service, Contract Negotiation, Marketing, Account Management, Sales, PowerPoint, Social Media Marketing, Leadership, Public Relations, Outlook, Social Media, Social Networking, Management, Event Management, Salesforce.com, Budgets, Time Management, Public Speaking, Data Analysis, Inventory Management, Advertising, Training, Market Research, Customer Satisfaction, Team Leadership, Cold Calling, Team Building
Education
The University of Kansas 2005 — 2009
BA, Applied Behavioral Sciences
JJ Pearce Highschool 2001 — 2005
Michelle Bashor Michelle Bashor's UBS Experience February 2008 - January 2009
Job Global Consumer and Brand Marketing at Mary Kay Inc.
Industry Marketing and Advertising
Experience
Mary Kay Inc. October 2014 - Present
Mary Kay Inc. November 2013 - October 2014
Mary Kay Inc. April 2011 - November 2013
The Richards Group October 2009 - April 2011
Republic National Distributing Company June 2009 - October 2009
Vintner's Cellar Custom Winery September 2006 - June 2009
City of Plano May 2005 - June 2009
The Richards Group January 2009 - May 2009
UBS February 2008 - January 2009
Skills
Marketing, Microsoft Office, Social Media, Social Media Marketing, Public Relations, Brand Management, Segmentation, Product Development, Preparation of Business..., Written & Oral..., Solution Orientated, Highly Organized &..., Highly detail oriented, Highly motivated..., Positive Team Player, Sales, Leadership, Facebook, Cross-functional Team..., Product Strategies, Presentations, Communication Skills, Cosmetics, Trend, Preparing Business Cases, Euromonitor, Competitive Analysis, Competitive Landscape, Communication, Marketing Strategy
Education
The University of Texas at Arlington 2010 — 2011
MBA, Cohort
The University of Texas at Dallas 2005 — 2009
B.S., Business Management and Marketing
Wylie High School 2001 — 2005
Mary Kay Inc. October 2014 - Present
Mary Kay Inc. November 2013 - October 2014
Mary Kay Inc. April 2011 - November 2013
The Richards Group October 2009 - April 2011
Republic National Distributing Company June 2009 - October 2009
Vintner's Cellar Custom Winery September 2006 - June 2009
City of Plano May 2005 - June 2009
The Richards Group January 2009 - May 2009
UBS February 2008 - January 2009
Skills
Marketing, Microsoft Office, Social Media, Social Media Marketing, Public Relations, Brand Management, Segmentation, Product Development, Preparation of Business..., Written & Oral..., Solution Orientated, Highly Organized &..., Highly detail oriented, Highly motivated..., Positive Team Player, Sales, Leadership, Facebook, Cross-functional Team..., Product Strategies, Presentations, Communication Skills, Cosmetics, Trend, Preparing Business Cases, Euromonitor, Competitive Analysis, Competitive Landscape, Communication, Marketing Strategy
Education
The University of Texas at Arlington 2010 — 2011
MBA, Cohort
The University of Texas at Dallas 2005 — 2009
B.S., Business Management and Marketing
Wylie High School 2001 — 2005
Mohan Patel's UBS Experience 2005 - 2007
Job at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management Fixed Income Specialist February 2014 - Present
Ana-Data Consulting Inc January 2003 - August 2010
Alliance Bernstein 2010 - 2010
Citigroup 2009 - 2010
MetLife Financial Services 2009 - 2009
Hedgespeed 2008 - 2009
Merrill Lynch 2006 - 2008
UBS 2005 - 2007
AIG 2003 - 2005
FTI - Now branded as Golden Source 2001 - 2003
Skills
Capital Markets, SDLC, Business Analysis, Market Data, Enterprise Architecture, Trading Systems, SharePoint, Asset Management, Hedge Funds, Microsoft SQL Server, Investment Management, Software Development, Equities, Google App Engine, SharePoint Designer, Office 365, Fixed Income, Financial Services, Risk Management, Vendor Management, IT Strategy, Portfolio Management, Software Project..., Trading, Investment Banking, Agile Methodologies, Requirements Analysis, Management, Integration, Business Intelligence, Project Management, Financial Markets, Consulting, Program Management
Education
University of Essex 1983 — 1987
MSc and PhD, Computer Engineering
The University of Salford 1979 — 1981
Bachelor of Science (BSc) Bio Medical Electronic
UBS Wealth Management Fixed Income Specialist February 2014 - Present
Ana-Data Consulting Inc January 2003 - August 2010
Alliance Bernstein 2010 - 2010
Citigroup 2009 - 2010
MetLife Financial Services 2009 - 2009
Hedgespeed 2008 - 2009
Merrill Lynch 2006 - 2008
UBS 2005 - 2007
AIG 2003 - 2005
FTI - Now branded as Golden Source 2001 - 2003
Skills
Capital Markets, SDLC, Business Analysis, Market Data, Enterprise Architecture, Trading Systems, SharePoint, Asset Management, Hedge Funds, Microsoft SQL Server, Investment Management, Software Development, Equities, Google App Engine, SharePoint Designer, Office 365, Fixed Income, Financial Services, Risk Management, Vendor Management, IT Strategy, Portfolio Management, Software Project..., Trading, Investment Banking, Agile Methodologies, Requirements Analysis, Management, Integration, Business Intelligence, Project Management, Financial Markets, Consulting, Program Management
Education
University of Essex 1983 — 1987
MSc and PhD, Computer Engineering
The University of Salford 1979 — 1981
Bachelor of Science (BSc) Bio Medical Electronic
Derek Mannell's UBS Experience September 1999 - December 2001
Job Residential Mortgage Lender
Industry Banking
Experience
First State Bank of St. Charles July 2012 - Present
Pulaski Bank November 2003 - July 2012
Bank of Blue Valley January 2002 - November 2003
UBS September 1999 - December 2001
Skills
Mortgage Lending, Loans, Real Estate Transactions, FHA, Refinance, Credit, Residential Mortgages, Mortgage Banking, Loan Origination, USDA, Underwriting, Commercial Lending, Banking, Credit Analysis, VA loans, Investment Properties, First Time Home Buyers, Real Estate, FHA financing, Commercial Banking, Certified Mortgage..., Finance, Mortgage Underwriting, Government Loans, Bridge Financing, Consumer Lending, Reverse Mortgages, Construction Loans, Residential Homes, Foreclosures
Education
The University of Kansas 1988 — 1994
Rockhurst
First State Bank of St. Charles July 2012 - Present
Pulaski Bank November 2003 - July 2012
Bank of Blue Valley January 2002 - November 2003
UBS September 1999 - December 2001
Skills
Mortgage Lending, Loans, Real Estate Transactions, FHA, Refinance, Credit, Residential Mortgages, Mortgage Banking, Loan Origination, USDA, Underwriting, Commercial Lending, Banking, Credit Analysis, VA loans, Investment Properties, First Time Home Buyers, Real Estate, FHA financing, Commercial Banking, Certified Mortgage..., Finance, Mortgage Underwriting, Government Loans, Bridge Financing, Consumer Lending, Reverse Mortgages, Construction Loans, Residential Homes, Foreclosures
Education
The University of Kansas 1988 — 1994
Rockhurst
Chakri Sandur's UBS Experience javaDTCC2000 - 2007
Job Software Engineer at UBS
Industry Investment Banking
Bob Logan, CFP®'s UBS Experience 2005 - 2009
Job Wealth Advisor at CalmWater Financial
Industry Financial Services
Experience
CalmWater Financial June 2015 - Present
Ameriprise Financial Services, Inc. May 2009 - June 2015
UBS 2005 - 2009
Visteon 2000 - 2004
Ford Motor Company 1982 - 2000
Education
University of Kansas - Graduate School of Business 1980 — 1982
MBA, Finance
The University of Kansas 1976 — 1980
BA, Chemistry
CalmWater Financial June 2015 - Present
Ameriprise Financial Services, Inc. May 2009 - June 2015
UBS 2005 - 2009
Visteon 2000 - 2004
Ford Motor Company 1982 - 2000
Education
University of Kansas - Graduate School of Business 1980 — 1982
MBA, Finance
The University of Kansas 1976 — 1980
BA, Chemistry
Jiten Sanghai's UBS Experience January 2006 - July 2007
Job Principal at JLL Partners
Industry Financial Services
Experience
JLL Partners July 2007 - Present
UBS January 2006 - July 2007
Education
Campion
Cathedral and John Connon
The University of Texas at Austin
JLL Partners July 2007 - Present
UBS January 2006 - July 2007
Education
Campion
Cathedral and John Connon
The University of Texas at Austin
Michelle (Hoogendam) Cash's UBS Experience 2002 - 2004
Job Partner at The Cash Law Firm, PLLC
Industry Legal Services
Experience
Shellist Lazarz Slobin LLP 2010 - December 2012
Pemberton Legal Search 2006 - 2011
ABM Industries 2008 - February 2010
Major, Lindsey & Africa 2003 - 2005
UBS 2002 - 2004
Enron 1997 - 2002
Bracewell & Giuliani LLP 1989 - 1997
Education
The University of Texas School of Law 1986 — 1989
JD
Tulane University 1982 — 1986
BA
University of St. Andrews 1984 — 1985
Jr Year
Memorial High School 1978 — 1982
Diploma
Shellist Lazarz Slobin LLP 2010 - December 2012
Pemberton Legal Search 2006 - 2011
ABM Industries 2008 - February 2010
Major, Lindsey & Africa 2003 - 2005
UBS 2002 - 2004
Enron 1997 - 2002
Bracewell & Giuliani LLP 1989 - 1997
Education
The University of Texas School of Law 1986 — 1989
JD
Tulane University 1982 — 1986
BA
University of St. Andrews 1984 — 1985
Jr Year
Memorial High School 1978 — 1982
Diploma
Bruce Lowery's UBS Experience January 2003 - June 2003
Job Sr. Software DEveloper at Citadel
Industry Financial Services
Experience
Citadel Investment Group November 2004 - Present
Citadel October 2004 - Present
GE Healthcare June 2003 - November 2004
UBS January 2003 - June 2003
Lucent Technologies October 2000 - October 2002
Edventions April 1999 - October 2000
Lucent Technologies October 1997 - April 1999
Navistar February 1996 - May 1997
BES 1990 - 1994
Skills
C++, Linux, Unix, SQL, Java, Shell Scripting, Python, Perl, Databases, Distributed Systems, Software Development, Trading Systems, Modeling, HTML, XML, Agile Methodologies, Web Development, c#, frameworks, High Availability, Statistical Data...
Education
The University of Texas at Dallas 1988 — 1994
Ph.D., Physics
Citadel Investment Group November 2004 - Present
Citadel October 2004 - Present
GE Healthcare June 2003 - November 2004
UBS January 2003 - June 2003
Lucent Technologies October 2000 - October 2002
Edventions April 1999 - October 2000
Lucent Technologies October 1997 - April 1999
Navistar February 1996 - May 1997
BES 1990 - 1994
Skills
C++, Linux, Unix, SQL, Java, Shell Scripting, Python, Perl, Databases, Distributed Systems, Software Development, Trading Systems, Modeling, HTML, XML, Agile Methodologies, Web Development, c#, frameworks, High Availability, Statistical Data...
Education
The University of Texas at Dallas 1988 — 1994
Ph.D., Physics
Matthew Fic's UBS Experience May 2012 - Present
Job Head of eFX Sales Americas at UBS
Industry Financial Services
Experience
UBS May 2012 - Present
UBS January 2011 - May 2012
FlexTrade September 2005 - September 2010
UBS April 2004 - August 2005
UBS June 2002 - March 2004
UBS March 2001 - May 2002
Skills
Electronic Trading, Trading Systems, FX trading, Currency, High Frequency Trading
Education
University of Notre Dame Australia 1998 — 1999
MBA, International Finance
Warsaw School of Economics 1995 — 1995
B.Comm, Economics
Murdoch University Asustralia 1992 — 1995
B.Comm, Marketing
UBS May 2012 - Present
UBS January 2011 - May 2012
FlexTrade September 2005 - September 2010
UBS April 2004 - August 2005
UBS June 2002 - March 2004
UBS March 2001 - May 2002
Skills
Electronic Trading, Trading Systems, FX trading, Currency, High Frequency Trading
Education
University of Notre Dame Australia 1998 — 1999
MBA, International Finance
Warsaw School of Economics 1995 — 1995
B.Comm, Economics
Murdoch University Asustralia 1992 — 1995
B.Comm, Marketing
Todd Warwick's UBS Experience February 2002 - March 2003
Job Product Control Lead Structured Products at BP
Industry Financial Services
Experience
BP June 2014 - Present
BNP Paribas January 2012 - June 2014
BNP Paribas Energy Trading July 2009 - December 2011
Fortis November 2006 - June 2009
Cinergy March 2003 - October 2006
UBS February 2002 - March 2003
Enron 1997 - 2002
Arthur Andersen 1994 - 1997
Skills
Natural Gas, Commodity Markets, Hedging, Energy Markets, Market Risk, Derivatives, Options, Financial Modeling, Commodity, Swaps, Trading, Trading Systems, Commodity Risk..., Financial Risk
Education
The University of Texas at Austin 1990 — 1994
BP June 2014 - Present
BNP Paribas January 2012 - June 2014
BNP Paribas Energy Trading July 2009 - December 2011
Fortis November 2006 - June 2009
Cinergy March 2003 - October 2006
UBS February 2002 - March 2003
Enron 1997 - 2002
Arthur Andersen 1994 - 1997
Skills
Natural Gas, Commodity Markets, Hedging, Energy Markets, Market Risk, Derivatives, Options, Financial Modeling, Commodity, Swaps, Trading, Trading Systems, Commodity Risk..., Financial Risk
Education
The University of Texas at Austin 1990 — 1994
Scott Kartinen's UBS Experience August 2011 - October 2014
Job Global Head of Algorithms at Liquidnet
Industry Financial Services
Experience
Liquidnet November 2014 - Present
UBS August 2011 - October 2014
ITG, Inc. July 2000 - August 2011
Credit Suisse First Boston April 2000 - July 2000
Lafayette Capital Management, LLC June 1998 - April 2000
Barra June 1996 - June 1998
Skills
Trading, Series 7, Trading Systems, Hedge Funds, Portfolio Management, Equity Trading, Portfolio Optimization, Equities, Alternative Investments, Agile Methodologies, Quantitative Analytics, Market Data, Investments, Electronic Trading, Fixed Income, Risk Management, Quantitative Finance, Business Analysis, Valuation, Securities, Equity Derivatives, Ballroom Dance, Mutual Funds, Cat Herding, Trading System, Juggling, Capital Markets, Financial Markets, Program Trading, ETFs, Derivatives, Series 24, Series 63, Low Latency, FINRA, Proprietary Trading, Asset Management, Commodity, Exchange Connectivity, Investment Banking, Buy-side, Market Structure
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1996
Master of Business Administration, Finance
Webb Institute 1990 — 1994
Dual Bachelor of Science, Naval Architecture & Marine Engineering
Liquidnet November 2014 - Present
UBS August 2011 - October 2014
ITG, Inc. July 2000 - August 2011
Credit Suisse First Boston April 2000 - July 2000
Lafayette Capital Management, LLC June 1998 - April 2000
Barra June 1996 - June 1998
Skills
Trading, Series 7, Trading Systems, Hedge Funds, Portfolio Management, Equity Trading, Portfolio Optimization, Equities, Alternative Investments, Agile Methodologies, Quantitative Analytics, Market Data, Investments, Electronic Trading, Fixed Income, Risk Management, Quantitative Finance, Business Analysis, Valuation, Securities, Equity Derivatives, Ballroom Dance, Mutual Funds, Cat Herding, Trading System, Juggling, Capital Markets, Financial Markets, Program Trading, ETFs, Derivatives, Series 24, Series 63, Low Latency, FINRA, Proprietary Trading, Asset Management, Commodity, Exchange Connectivity, Investment Banking, Buy-side, Market Structure
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1996
Master of Business Administration, Finance
Webb Institute 1990 — 1994
Dual Bachelor of Science, Naval Architecture & Marine Engineering
Jeffery Hamilton's UBS Experience October 2013 - Present
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS October 2013 - Present
Merrill Lynch January 2006 - October 2013
Skills
Alternative Investments, Uniform Combined State..., Portfolio Management, Equities, Finance, Investments, Managing Accounts, Financial Planning, Fixed Income
Education
University of Kansas 1988 — 1992
Bachelor of Arts (B.A.), Economics
Washburn High School 1985 — 1988
UBS October 2013 - Present
Merrill Lynch January 2006 - October 2013
Skills
Alternative Investments, Uniform Combined State..., Portfolio Management, Equities, Finance, Investments, Managing Accounts, Financial Planning, Fixed Income
Education
University of Kansas 1988 — 1992
Bachelor of Arts (B.A.), Economics
Washburn High School 1985 — 1988
Ian Knibbe's UBS Experience January 2007 - December 2007
Job Finance Professional
Industry Financial Services
Experience
ANZ April 2013 - January 2015
ANZ July 2008 - March 2013
UBS January 2007 - December 2007
Skills
Financial Analysis, Credit Analysis, Banking, Credit, Commercial Banking, Loans, Relationship Management, Commercial Lending, Credit Risk, Financial Risk, Small Business Lending, Risk Management, Portfolio Management, Retail Banking, Trade Finance
Education
Kaplan/FINSIA 2005 — 2006
Graduate Diploma Applied Finance
The University of Queensland 2001 — 2004
Bachelor of Economics
ANZ April 2013 - January 2015
ANZ July 2008 - March 2013
UBS January 2007 - December 2007
Skills
Financial Analysis, Credit Analysis, Banking, Credit, Commercial Banking, Loans, Relationship Management, Commercial Lending, Credit Risk, Financial Risk, Small Business Lending, Risk Management, Portfolio Management, Retail Banking, Trade Finance
Education
Kaplan/FINSIA 2005 — 2006
Graduate Diploma Applied Finance
The University of Queensland 2001 — 2004
Bachelor of Economics
Rusty McKinley's UBS Experience January 1998 - July 2009
Job President and owner of McKinley Consulting
Industry Legal Services
Experience
McKinley Consulting June 1983 - Present
UBS January 1998 - July 2009
UBS May 2006 - April 2007
PaineWebber/UBS February 2000 - August 2002
PaineWebber February 1999 - February 2000
PaineWebber Financial Services January 1998 - February 1999
Morgan Keegan and Company, Inc. November 1989 - January 1998
Shearon Lehman Hutton 1985 - 1989
Smith Barney 1985 - 1989
Memphis State University August 1977 - July 1985
Education
University of Mississippi 1977 — 1984
Ed. D., Physical Education
The University of Southern Mississippi 1976 — 1977
MS, Physical Education
The University of Southern Mississippi 1972 — 1976
BS, Athletic Administration & Coaching
John F. Kennedy High School 1969 — 1972
High School, College Prep
McKinley Consulting June 1983 - Present
UBS January 1998 - July 2009
UBS May 2006 - April 2007
PaineWebber/UBS February 2000 - August 2002
PaineWebber February 1999 - February 2000
PaineWebber Financial Services January 1998 - February 1999
Morgan Keegan and Company, Inc. November 1989 - January 1998
Shearon Lehman Hutton 1985 - 1989
Smith Barney 1985 - 1989
Memphis State University August 1977 - July 1985
Education
University of Mississippi 1977 — 1984
Ed. D., Physical Education
The University of Southern Mississippi 1976 — 1977
MS, Physical Education
The University of Southern Mississippi 1972 — 1976
BS, Athletic Administration & Coaching
John F. Kennedy High School 1969 — 1972
High School, College Prep
Kamala Devraj's UBS Experience 2006 - Present
Job Associate Director at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Wealth Management August 2006 - Present
UBS 2006 - Present
Education
The University of Texas at Arlington 1994 — 1997
UBS Wealth Management August 2006 - Present
UBS 2006 - Present
Education
The University of Texas at Arlington 1994 — 1997
Satyen Bora's UBS Experience June 2004 - February 2005
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2007 - Present
Bear Stearns February 2007 - August 2008
Credit Suisse February 2005 - February 2007
UBS June 2004 - February 2005
Skills
SDLC, Agile Methodologies, Software Development, Java, Business Analysis, Project Management, Reporting, Prime Brokerage, Asset Servicing, Fixed Income, Derivatives
Education
The University of Texas at Dallas
MS, Computer Science
JPMorgan Chase February 2007 - Present
Bear Stearns February 2007 - August 2008
Credit Suisse February 2005 - February 2007
UBS June 2004 - February 2005
Skills
SDLC, Agile Methodologies, Software Development, Java, Business Analysis, Project Management, Reporting, Prime Brokerage, Asset Servicing, Fixed Income, Derivatives
Education
The University of Texas at Dallas
MS, Computer Science
Christine Egan's UBS Experience August 1994 - March 1997
Job Vice President, Operations at Petereit Investments, Inc.
Industry Financial Services
Experience
Petereit Investments, Inc. August 2008 - Present
Morgan Stanley October 1998 - May 2008
Morgan Stanley Mortgage Capital 2005 - 2008
Fitch Ratings March 1997 - October 1998
UBS August 1994 - March 1997
Skills
Fixed Income, Risk Management, Valuation, Capital Markets, Finance, Portfolio Management, Equities, Series 7, Financial Services, Securities, Real Estate, Investments, Investment Banking, Asset Management, Loans, Financial Modeling, Private Equity, Credit, Loan Origination
Education
University of Houston 1992 — 1994
MBA, Finance
The University of Texas at Austin 1986 — 1990
Petereit Investments, Inc. August 2008 - Present
Morgan Stanley October 1998 - May 2008
Morgan Stanley Mortgage Capital 2005 - 2008
Fitch Ratings March 1997 - October 1998
UBS August 1994 - March 1997
Skills
Fixed Income, Risk Management, Valuation, Capital Markets, Finance, Portfolio Management, Equities, Series 7, Financial Services, Securities, Real Estate, Investments, Investment Banking, Asset Management, Loans, Financial Modeling, Private Equity, Credit, Loan Origination
Education
University of Houston 1992 — 1994
MBA, Finance
The University of Texas at Austin 1986 — 1990
Elliott Hendrix's UBS Experience 2007 - 2010
Job Finance Ph.D. Candidate at The University of Texas at Austin
Industry Investment Management
Experience
The University of Texas at Austin 2012 - Present
The University of Texas at Austin 2010 - 2012
UBS 2007 - 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Finance, Capital Markets, Portfolio Management, Economics, Due Diligence, Private Equity, Strategic Financial..., Data Analysis
Education
The University of Texas at Austin 2002 — 2006
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
The University of Texas at Austin 2012 - Present
The University of Texas at Austin 2010 - 2012
UBS 2007 - 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Finance, Capital Markets, Portfolio Management, Economics, Due Diligence, Private Equity, Strategic Financial..., Data Analysis
Education
The University of Texas at Austin 2002 — 2006
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
Richard Oates's UBS Experience August 1978 - August 2010
Job Corp VP at UBS
Industry Financial Services
Experience
UBS August 1978 - August 2010
Education
The University of Kansas 1964 — 1968
UBS August 1978 - August 2010
Education
The University of Kansas 1964 — 1968
A. Henry Hank Krueger III's UBS Experience February 2005 - March 2006
Job Consulting, Trainer, Relationship Specialist
Industry Management Consulting
Experience
Talbots November 2011 - Present
Jos. A. Bank Clothiers January 2009 - November 2011
CMIC Financial Services April 2006 - June 2008
UBS February 2005 - March 2006
Freight Quote April 2003 - July 2004
Sprint Nextel April 2000 - February 2003
Aesculap July 1998 - August 1999
DePuy Orthopedics October 1990 - June 1998
KSS March 1984 - September 1990
Trans World Airlines October 1969 - June 1983
Skills
Management Consulting, Business Strategy, Change Management, Strategic Planning, Project Management, Business Analysis, Program Management, Microsoft Office, Coaching, Process Improvement, Microsoft Excel, Marketing Strategy, Management
Education
University of Louisville 1985 — 1986
Graduate Studies, Adult Learining and Adaptation, 3.5
University of Kansas 1964 — 1966
Talbots November 2011 - Present
Jos. A. Bank Clothiers January 2009 - November 2011
CMIC Financial Services April 2006 - June 2008
UBS February 2005 - March 2006
Freight Quote April 2003 - July 2004
Sprint Nextel April 2000 - February 2003
Aesculap July 1998 - August 1999
DePuy Orthopedics October 1990 - June 1998
KSS March 1984 - September 1990
Trans World Airlines October 1969 - June 1983
Skills
Management Consulting, Business Strategy, Change Management, Strategic Planning, Project Management, Business Analysis, Program Management, Microsoft Office, Coaching, Process Improvement, Microsoft Excel, Marketing Strategy, Management
Education
University of Louisville 1985 — 1986
Graduate Studies, Adult Learining and Adaptation, 3.5
University of Kansas 1964 — 1966
Craig Breslau's UBS Experience 2002 - 2003
Job Managing Director, Marketing & Trading at SGCIB
Industry Financial Services
Experience
Societe Generale Corporate and Investement Banking October 2004 - Present
Société Générale Corporate & Investment Banking 2004 - Present
UBS 2002 - 2003
Enron 1995 - 2002
Skills
Natural Gas, Commodity, Hedging, Commodity Markets, Derivatives, Options, Oil Industry, Management, Banking, Risk Management, Trading, Financial Risk, Finance, Capital Markets, Energy, Equities, Financial Structuring, Investment Banking, Investments, Proprietary Trading, Structured Finance, Swaps, Structured Products
Education
University of Texas
BS, Petroleum Engineering
University of Houston
MBA, finance and International
Societe Generale Corporate and Investement Banking October 2004 - Present
Société Générale Corporate & Investment Banking 2004 - Present
UBS 2002 - 2003
Enron 1995 - 2002
Skills
Natural Gas, Commodity, Hedging, Commodity Markets, Derivatives, Options, Oil Industry, Management, Banking, Risk Management, Trading, Financial Risk, Finance, Capital Markets, Energy, Equities, Financial Structuring, Investment Banking, Investments, Proprietary Trading, Structured Finance, Swaps, Structured Products
Education
University of Texas
BS, Petroleum Engineering
University of Houston
MBA, finance and International
Megan Portacci's UBS Experience 2005 - 2006
Job Assistant Vice President at Nationstar, Investor Relations & Corporate Development
Industry Financial Services
Experience
Nationstar August 2013 - Present
VMG Health May 2011 - July 2013
Greystone Communities, inc. 2008 - 2011
JPMorgan January 2008 - June 2009
UBS 2005 - 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Structured Products, Bloomberg, Financial Reporting, Finance, Business Valuation, Mergers & Acquisitions, Data Analysis
Education
The University of Texas at Austin 2003 — 2006
BBA, Finance
Nationstar August 2013 - Present
VMG Health May 2011 - July 2013
Greystone Communities, inc. 2008 - 2011
JPMorgan January 2008 - June 2009
UBS 2005 - 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Structured Products, Bloomberg, Financial Reporting, Finance, Business Valuation, Mergers & Acquisitions, Data Analysis
Education
The University of Texas at Austin 2003 — 2006
BBA, Finance
Amol Patki's UBS Experience 2006 - 2008
Job FX and Public Finance Product Control at JP Morgan
Industry Financial Services
Experience
JP Morgan January 2011 - Present
JP Morgan November 2008 - January 2011
UBS 2006 - 2008
Deutsche Bank (London) July 1999 - December 2005
Bankers Trust April 1996 - June 1999
Education
The University of Manchester 1990 — 1993
BSc, Physics
JP Morgan January 2011 - Present
JP Morgan November 2008 - January 2011
UBS 2006 - 2008
Deutsche Bank (London) July 1999 - December 2005
Bankers Trust April 1996 - June 1999
Education
The University of Manchester 1990 — 1993
BSc, Physics
Ruse Brown's UBS Experience November 2008 - Present
Job Vice President Wealth Management @ UBS
Industry Financial Services
Experience
UBS November 2008 - Present
Fidelity & Trust Bank August 2007 - November 2008
Skills
Finance, Customer Service, Investments, Strategic Planning, Credit, Leadership, Financial Analysis
Education
Wichita State University 2005 — 2007
Bachelor, Business Administration / Finance
University of Kansas 2003 — 2005
Business Administration/Finance
UBS November 2008 - Present
Fidelity & Trust Bank August 2007 - November 2008
Skills
Finance, Customer Service, Investments, Strategic Planning, Credit, Leadership, Financial Analysis
Education
Wichita State University 2005 — 2007
Bachelor, Business Administration / Finance
University of Kansas 2003 — 2005
Business Administration/Finance
Salinda Nowell's UBS Experience March 2008 - April 2009
Job Financial Services Professional
Industry Financial Services
Experience
Baird September 2015 - Present
J.P. Morgan April 2013 - September 2015
J.P. Morgan May 2009 - April 2013
UBS March 2008 - April 2009
Bear Stearns & Company December 1996 - October 2007
Bear Stearns & Company August 1992 - December 1996
Skills
Series 6, Series 7, Series 63, Uniform Combined State..., Fixed Income, Securities, Mutual Funds, Wealth Management, Retirement Planning, Equities, Mortgage Lending, Investments, Loans, Derivatives, Risk Management, MBS, Finance, Banking, Capital Markets, Financial Advisory, Hedge Funds, Portfolio Management, Management, Bloomberg, Asset Management, Financial Services
Education
The University of Texas at Dallas 1992 — 1996
BS, Economics and Finance
Dallas Baptist University -
Master of Business Administration (MBA), Attending
Baird September 2015 - Present
J.P. Morgan April 2013 - September 2015
J.P. Morgan May 2009 - April 2013
UBS March 2008 - April 2009
Bear Stearns & Company December 1996 - October 2007
Bear Stearns & Company August 1992 - December 1996
Skills
Series 6, Series 7, Series 63, Uniform Combined State..., Fixed Income, Securities, Mutual Funds, Wealth Management, Retirement Planning, Equities, Mortgage Lending, Investments, Loans, Derivatives, Risk Management, MBS, Finance, Banking, Capital Markets, Financial Advisory, Hedge Funds, Portfolio Management, Management, Bloomberg, Asset Management, Financial Services
Education
The University of Texas at Dallas 1992 — 1996
BS, Economics and Finance
Dallas Baptist University -
Master of Business Administration (MBA), Attending
Robyn Joyner's UBS Experience October 2013 - Present
Job Administrative Manager at UBS
Industry Financial Services
Experience
UBS October 2013 - Present
AIG January 2011 - October 2013
Transamerica September 2009 - October 2010
Transamerica Retirement Management January 2009 - September 2009
Transamerica September 2006 - September 2009
Skills
Series 7, 63, 6, 24,...
Education
St. Catherine University 2008 — 2012
Bachelor of Science, Marketing & Management
The University of North Dakota 2000 — 2001
Business Administration
UBS October 2013 - Present
AIG January 2011 - October 2013
Transamerica September 2009 - October 2010
Transamerica Retirement Management January 2009 - September 2009
Transamerica September 2006 - September 2009
Skills
Series 7, 63, 6, 24,...
Education
St. Catherine University 2008 — 2012
Bachelor of Science, Marketing & Management
The University of North Dakota 2000 — 2001
Business Administration
Rusty McKinley's UBS Experience January 1998 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS January 1998 - Present
Morgan Keegan & Co., Inc. November 1989 - January 1998
Shearson Lehman Brothers, Inc. October 1985 - November 1989
Education
University of Mississippi 1978 — 1984
Educational Doctrate, Health, Physical Education & Recreation
The University of Southern Mississippi 1972 — 1976
BS, Athletic Administration & Coaching
High School 1969 — 1972
HS, College Preparation
UBS January 1998 - Present
Morgan Keegan & Co., Inc. November 1989 - January 1998
Shearson Lehman Brothers, Inc. October 1985 - November 1989
Education
University of Mississippi 1978 — 1984
Educational Doctrate, Health, Physical Education & Recreation
The University of Southern Mississippi 1972 — 1976
BS, Athletic Administration & Coaching
High School 1969 — 1972
HS, College Preparation
Kelly Hurt's UBS Experience 2015 - Present
Job Associate Director
Industry Real Estate
Experience
UBS 2015 - Present
Stream Realty Partners, L.P. June 2012 - June 2015
Behringer Harvard August 2005 - May 2012
Holt Lunsford Commercial October 2002 - July 2005
Westdale Asset Management January 2001 - October 2002
Invesco US 1998 - 2001
Trammell Crow Company 1990 - 1997
CF Accountants and Consultants 1985 - 1990
Skills
Leases, Investments, Due Diligence, Investment Properties, Disposition, Budgets, Accounting, Commercial Real Estate, Asset Management, Valuation, Acquisitions, Property Management, Real Estate Economics, Budget, Microsoft Office, Financial Analysis, Financial Reporting, Real Estate, Cash Flow, Dispositions
Education
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
UBS 2015 - Present
Stream Realty Partners, L.P. June 2012 - June 2015
Behringer Harvard August 2005 - May 2012
Holt Lunsford Commercial October 2002 - July 2005
Westdale Asset Management January 2001 - October 2002
Invesco US 1998 - 2001
Trammell Crow Company 1990 - 1997
CF Accountants and Consultants 1985 - 1990
Skills
Leases, Investments, Due Diligence, Investment Properties, Disposition, Budgets, Accounting, Commercial Real Estate, Asset Management, Valuation, Acquisitions, Property Management, Real Estate Economics, Budget, Microsoft Office, Financial Analysis, Financial Reporting, Real Estate, Cash Flow, Dispositions
Education
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
Amanda Knox's UBS Experience 2007 - 2009
Job Trade Control Manager at Goldfinch Capital
Industry Oil & Energy
Experience
Goldfinch Capital April 2013 - Present
Coastal Testing Laboratories, Inc. 2010 - May 2013
UBS 2007 - 2009
Merrill Lynch 2005 - 2007
Skills
Marketing Communications, Marketing Strategy, Marketing, Creative Direction, Financial Accounting, Strategic Financial..., Account Management, Management, Finance, Financial Analysis, Mergers & Acquisitions
Education
The University of Texas at San Antonio 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Goldfinch Capital April 2013 - Present
Coastal Testing Laboratories, Inc. 2010 - May 2013
UBS 2007 - 2009
Merrill Lynch 2005 - 2007
Skills
Marketing Communications, Marketing Strategy, Marketing, Creative Direction, Financial Accounting, Strategic Financial..., Account Management, Management, Finance, Financial Analysis, Mergers & Acquisitions
Education
The University of Texas at San Antonio 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Jim Galvin's UBS Experience 1996 - March 2001
Job Director, Communications at Societe Generale
Industry Investment Banking
Experience
Societe Generale March 2001 - Present
UBS 1996 - March 2001
Education
The University of Texas at Austin
B.A.
Societe Generale March 2001 - Present
UBS 1996 - March 2001
Education
The University of Texas at Austin
B.A.
Alicia Bowman Emr's UBS Experience 2002 - 2007
Job Art Advisor
Industry Fine Art
Experience
Alicia Emr Art Advisory September 2014 - Present
McCombs School of Business at UT Austin November 2010 - September 2012
McCombs School of Business 2010 - 2012
Nasher Museum of Art at Duke University 2007 - 2008
UBS 2002 - 2007
Austin Museum of Art 1999 - 2001
Skills
Business Development, Grant Writing, Strategic Planning, Project Management, Customer Service, Budgets, Strategy, Nonprofits, Volunteer Management, Higher Education, Proposal Writing, Event Planning, Community Outreach
Education
The University of Texas at Austin
Bachelor of Science (BS), Corporate Speech Communications with an Area of Concentration in Art History
Alicia Emr Art Advisory September 2014 - Present
McCombs School of Business at UT Austin November 2010 - September 2012
McCombs School of Business 2010 - 2012
Nasher Museum of Art at Duke University 2007 - 2008
UBS 2002 - 2007
Austin Museum of Art 1999 - 2001
Skills
Business Development, Grant Writing, Strategic Planning, Project Management, Customer Service, Budgets, Strategy, Nonprofits, Volunteer Management, Higher Education, Proposal Writing, Event Planning, Community Outreach
Education
The University of Texas at Austin
Bachelor of Science (BS), Corporate Speech Communications with an Area of Concentration in Art History
Aubrie Dolan's UBS Experience July 2008 - May 2009
Job Vice President, Marketing
Industry Oil & Energy
Experience
EDF Trading North America, LLC May 2009 - Present
UBS July 2008 - May 2009
Skills
Hedging, Trading, Financial Modeling, Commodity Markets, Commodity
Education
The University of Texas at Austin 2004 — 2008
BBA, Finance
EDF Trading North America, LLC May 2009 - Present
UBS July 2008 - May 2009
Skills
Hedging, Trading, Financial Modeling, Commodity Markets, Commodity
Education
The University of Texas at Austin 2004 — 2008
BBA, Finance
Erik Solis's UBS Experience August 1998 - July 2003
Job Private Mortgage Banker at Bank of Texas
Industry Financial Services
Experience
Bank of Texas October 2011 - Present
Great Western Financial Services September 2007 - September 2011
Federated Funding, LLC May 2005 - August 2007
UBS August 1998 - July 2003
Merrill Lynch August 1996 - August 1998
Education
The University of Texas at Austin 1991 — 1996
BA, Economics
Bank of Texas October 2011 - Present
Great Western Financial Services September 2007 - September 2011
Federated Funding, LLC May 2005 - August 2007
UBS August 1998 - July 2003
Merrill Lynch August 1996 - August 1998
Education
The University of Texas at Austin 1991 — 1996
BA, Economics
Douglas J. Torretta's UBS Experience 2001 - 2004
Job Vice President / Private Client Group / Branch Manager Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott April 2012 - Present
Smith Barney 2004 - 2009
UBS 2001 - 2004
Skills
Hiring, Investments, Sourcing, Interviewing, Employee Relations, Customer Relations, Series 7, Screening, Compliance, Strategic Planning, Asset Management, Asset, Securities, Wealth Management, Coaching, Asset Managment, Interviews, Mutual Funds, Series 63, FINRA, Retirement Planning, Alternative Investments, Asset Allocation, Series 24, Customer Service, Financial Advisory, Investment Advisory, Series 65, Uniform Combined State..., Wealth Management..., Financial Services, Strategic Financial..., ETFs, Retirement, Investment Strategies, Portfolio Management, Equities, Fixed Income, Investment Management, Bonds, Fixed Annuities, 401k, Finance, Management, Financial Analysis, Risk Management, Insurance, Financial Planning
Education
The University of South Dakota 1974 — 1976
BS, Chemistry, Math, Education
Janney Montgomery Scott April 2012 - Present
Smith Barney 2004 - 2009
UBS 2001 - 2004
Skills
Hiring, Investments, Sourcing, Interviewing, Employee Relations, Customer Relations, Series 7, Screening, Compliance, Strategic Planning, Asset Management, Asset, Securities, Wealth Management, Coaching, Asset Managment, Interviews, Mutual Funds, Series 63, FINRA, Retirement Planning, Alternative Investments, Asset Allocation, Series 24, Customer Service, Financial Advisory, Investment Advisory, Series 65, Uniform Combined State..., Wealth Management..., Financial Services, Strategic Financial..., ETFs, Retirement, Investment Strategies, Portfolio Management, Equities, Fixed Income, Investment Management, Bonds, Fixed Annuities, 401k, Finance, Management, Financial Analysis, Risk Management, Insurance, Financial Planning
Education
The University of South Dakota 1974 — 1976
BS, Chemistry, Math, Education
Rebecca Johnson Hannaman's UBS Experience July 1999 - December 2006
Job QA at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2012 - Present
Southeastern Freight Lines September 2008 - September 2010
UBS July 1999 - December 2006
Skills
Logistics, Transportation, Account Management, Operations Management, Personal Finance, Retirement Planning, Financial Analysis, Supply Chain Management, Marketing Strategy, Strategy
Education
The University of Memphis
MassMutual Financial Group August 2012 - Present
Southeastern Freight Lines September 2008 - September 2010
UBS July 1999 - December 2006
Skills
Logistics, Transportation, Account Management, Operations Management, Personal Finance, Retirement Planning, Financial Analysis, Supply Chain Management, Marketing Strategy, Strategy
Education
The University of Memphis
Gordon Loy's UBS Experience May 2008 - August 2008
Job Research Analyst at Wood Mackenzie
Industry Oil & Energy
Experience
Wood Mackenzie December 2014 - Present
Wood Mackenzie September 2012 - December 2014
Platinum Grove Asset Management July 2009 - August 2009
UBS May 2008 - August 2008
Proposal Software March 2008 - March 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Access, SQL, Mac OS X, Mathematics, Windows, Stata, VBA, Offshore Oil & Gas, Data Analysis, Databases, Decline Curve Analysis, XML, Visual Basic, Energy
Education
The University of Texas at Austin 2007 — 2011
BS, Mathematics
Wood Mackenzie December 2014 - Present
Wood Mackenzie September 2012 - December 2014
Platinum Grove Asset Management July 2009 - August 2009
UBS May 2008 - August 2008
Proposal Software March 2008 - March 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Access, SQL, Mac OS X, Mathematics, Windows, Stata, VBA, Offshore Oil & Gas, Data Analysis, Databases, Decline Curve Analysis, XML, Visual Basic, Energy
Education
The University of Texas at Austin 2007 — 2011
BS, Mathematics
Marie Warren's UBS Experience March 2006 - November 2006
Job Financial Professional
Industry Financial Services
Experience
BB&T November 2006 - June 2008
UBS March 2006 - November 2006
Dyatech August 2002 - July 2005
Education
The University of Southern Mississippi 2001 — 2002
MBA, Business Administration
The University of Southern Mississippi 1997 — 2001
BSBA, Business Administration
BB&T November 2006 - June 2008
UBS March 2006 - November 2006
Dyatech August 2002 - July 2005
Education
The University of Southern Mississippi 2001 — 2002
MBA, Business Administration
The University of Southern Mississippi 1997 — 2001
BSBA, Business Administration
Brett Bidwell, CFA, CFP®'s UBS Experience January 2010 - January 2012
Job Private Wealth Manager
Industry Financial Services
Experience
CM Bidwell & Associates January 2011 - Present
UBS January 2010 - January 2012
Education
The University of Texas at Austin 2002 — 2005
Masters, Economics
CM Bidwell & Associates January 2011 - Present
UBS January 2010 - January 2012
Education
The University of Texas at Austin 2002 — 2005
Masters, Economics
Ben Sherman, CFA's UBS Experience March 2009 - Present
Job Director, European Equity Sales
Industry Financial Services
Experience
UBS March 2009 - Present
River Investment Group January 2008 - June 2008
Education
UMIST 2003 — 2007
International Management with American Business Studies, Accounting and Finance, BSc, First Class Honours
UBS March 2009 - Present
River Investment Group January 2008 - June 2008
Education
UMIST 2003 — 2007
International Management with American Business Studies, Accounting and Finance, BSc, First Class Honours
Ed Siviter's UBS Experience October 2014 - Present
Job Talent, Performance & Succession at UBS
Industry Human Resources
Experience
UBS October 2014 - Present
UBS October 2013 - October 2014
UBS September 2012 - September 2013
UBS Investment Bank November 2007 - September 2012
Shell August 2005 - November 2007
IMS Health September 2004 - August 2005
GlaxoSmithKline September 1998 - September 2004
Skills
Human Resources, Strategy, Stakeholder Management, Investment Banking, Recruiting, Mergers & Acquisitions, Onboarding, Talent Acquisition, Management, Business Analysis
Education
The University of Manchester
B.A. Hons, Politics and Modern History
Wrekin College
UBS October 2014 - Present
UBS October 2013 - October 2014
UBS September 2012 - September 2013
UBS Investment Bank November 2007 - September 2012
Shell August 2005 - November 2007
IMS Health September 2004 - August 2005
GlaxoSmithKline September 1998 - September 2004
Skills
Human Resources, Strategy, Stakeholder Management, Investment Banking, Recruiting, Mergers & Acquisitions, Onboarding, Talent Acquisition, Management, Business Analysis
Education
The University of Manchester
B.A. Hons, Politics and Modern History
Wrekin College
jeffrey horan's UBS Experience 2001 - 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
The Seaport Group 2007 - 2009
UBS 2001 - 2005
Lehman Brothers 1994 - 2001
Kidder Peabody 1993 - 1994
TIAA-CREF 1992 - 1993
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1990
BBA, Finance
The Seaport Group 2007 - 2009
UBS 2001 - 2005
Lehman Brothers 1994 - 2001
Kidder Peabody 1993 - 1994
TIAA-CREF 1992 - 1993
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1990
BBA, Finance
Adam C. Odom's UBS Experience May 2010 - September 2010
Job Enterprise Risk Management at MUFG in the Americas
Industry Banking
Experience
MUFG in the Americas August 2015 - Present
Bank of the West (Member BNP Paribas) June 2014 - August 2015
Federal Deposit Insurance Corporation May 2011 - June 2014
UBS May 2010 - September 2010
Skills
Banking, Financial Analysis, Investments, Risk Management, Economics, Accounting, Financial Reporting, Policy, Loans, Credit Analysis, Analysis, Finance, Financial Risk, Microsoft Excel, Securities, Financial Services, Enterprise Risk..., Internal Controls, Credit Risk, Credit
Education
The University of Memphis
Bachelor of Business Administration (BBA), Financial Economics, 3.90
University of Illinois at Urbana-Champaign
MUFG in the Americas August 2015 - Present
Bank of the West (Member BNP Paribas) June 2014 - August 2015
Federal Deposit Insurance Corporation May 2011 - June 2014
UBS May 2010 - September 2010
Skills
Banking, Financial Analysis, Investments, Risk Management, Economics, Accounting, Financial Reporting, Policy, Loans, Credit Analysis, Analysis, Finance, Financial Risk, Microsoft Excel, Securities, Financial Services, Enterprise Risk..., Internal Controls, Credit Risk, Credit
Education
The University of Memphis
Bachelor of Business Administration (BBA), Financial Economics, 3.90
University of Illinois at Urbana-Champaign
Jeremy Stuart's UBS Experience July 2015 - Present
Job Securities Backed Lending Trade and Processing Specialist at UBS
Industry Banking
Experience
UBS July 2015 - Present
Southeast Financial Credit Union 2011 - 2015
Skills
Sales, Credit Analysis, Banking, Loans, Public Speaking, Sales Management, Credit, Finance, Customer Service, Microsoft Office, Marketing, Mortgage Lending
Education
The University of Memphis 2002 — 2007
B.S., Sports Management
UBS July 2015 - Present
Southeast Financial Credit Union 2011 - 2015
Skills
Sales, Credit Analysis, Banking, Loans, Public Speaking, Sales Management, Credit, Finance, Customer Service, Microsoft Office, Marketing, Mortgage Lending
Education
The University of Memphis 2002 — 2007
B.S., Sports Management
Billy Diehl's UBS Experience January 2009 - Present
Job Private Wealth Management
Industry Financial Services
Experience
UBS January 2009 - Present
Education
The University of Texas at Austin - Red McCombs School of Business
UBS January 2009 - Present
Education
The University of Texas at Austin - Red McCombs School of Business
Jim Suttle's UBS Experience January 2009 - Present
Job Senior Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2009 - Present
UBS Financial Services, Inc. January 2009 - Present
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch June 1989 - January 2009
Skills
Portfolio Management, Risk Management, Financial Analysis, Equities, Asset Management, Finance, Wealth Management, Financial Modeling, Fixed Income, Banking
Education
The University of Texas at Austin 1955 — 1961
BS and MS, Petroleum Engineering
The University of Texas at Austin 1955 — 1959
BS and MS, Petroleum Engineering
UBS January 2009 - Present
UBS Financial Services, Inc. January 2009 - Present
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch June 1989 - January 2009
Skills
Portfolio Management, Risk Management, Financial Analysis, Equities, Asset Management, Finance, Wealth Management, Financial Modeling, Fixed Income, Banking
Education
The University of Texas at Austin 1955 — 1961
BS and MS, Petroleum Engineering
The University of Texas at Austin 1955 — 1959
BS and MS, Petroleum Engineering
Awais Ahmad's UBS Experience 2006 - 2008
Job Investment Banker
Industry Investment Banking
Experience
LGS Acquisition Advisors June 2011 - February 2015
UBS 2006 - 2008
Glocap 2003 - 2006
Management Recruiters International 2001 - 2003
TD Securities USA Inc 1998 - 2000
Dain Rauscher Wessels 1997 - 1998
Skills
M&A execution, Cross-border M&A, Private Equity, Marcellus Shale, Utica Shale, Burket Shale, LNG, Oil & Gas Industry, Oil & Gas Exploration, Private Investment in..., Investment Banking, Alternative Investments, Hydraulic Fracturing, Valuation, Corporate Finance
Education
The University of Texas at Austin 1992 — 1997
Bachelor of Arts (B.A.), Economics
LGS Acquisition Advisors June 2011 - February 2015
UBS 2006 - 2008
Glocap 2003 - 2006
Management Recruiters International 2001 - 2003
TD Securities USA Inc 1998 - 2000
Dain Rauscher Wessels 1997 - 1998
Skills
M&A execution, Cross-border M&A, Private Equity, Marcellus Shale, Utica Shale, Burket Shale, LNG, Oil & Gas Industry, Oil & Gas Exploration, Private Investment in..., Investment Banking, Alternative Investments, Hydraulic Fracturing, Valuation, Corporate Finance
Education
The University of Texas at Austin 1992 — 1997
Bachelor of Arts (B.A.), Economics
Jenni Fletcher's UBS Experience November 1994 - September 2002
Job Domestic Goddess/Pastry Chef
Industry Restaurants
Experience
Self-employed Operations ManagerBurke Capital Group, a division of Morgan Keegan & Co.September 2002 - July 2005
UBS November 1994 - September 2002
Skills
Baking, Cooking, Teaching
Education
The University of Tennessee at Chattanooga 1975 — 1981
Bachelor of Arts (B.A.), Chemistry
Self-employed Operations ManagerBurke Capital Group, a division of Morgan Keegan & Co.September 2002 - July 2005
UBS November 1994 - September 2002
Skills
Baking, Cooking, Teaching
Education
The University of Tennessee at Chattanooga 1975 — 1981
Bachelor of Arts (B.A.), Chemistry
Mark Wadlington's UBS Experience April 1996 - May 1997
Job VP Investments at Hilcorp Ventures
Industry Investment Management
Experience
Hilcorp Ventures June 2012 - Present
Chilton Capital Management January 2008 - June 2012
Dyer, Robertson & Lamme January 2002 - December 2007
Enron Corp. August 2000 - December 2001
Teacher Retirement System of Texas January 1998 - July 2000
UBS April 1996 - May 1997
PaineWebber January 1995 - March 1996
Kidder Peabody August 1994 - December 1994
Stephens Inc. September 1990 - June 1992
Skills
Financial Modeling, Financial Analysis, Asset Management, Fixed Income, Alternative Investments, Portfolio Management, Hedge Funds, Bloomberg, Securities, Investment Management
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General, 3.8+ GPA (on a 4.0 scale)
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General, 3.8 GPA (4.0 scale)
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (B.A.), Plan II Honors Liberal Arts, 3.65 GPA (4.0 scale)
Hilcorp Ventures June 2012 - Present
Chilton Capital Management January 2008 - June 2012
Dyer, Robertson & Lamme January 2002 - December 2007
Enron Corp. August 2000 - December 2001
Teacher Retirement System of Texas January 1998 - July 2000
UBS April 1996 - May 1997
PaineWebber January 1995 - March 1996
Kidder Peabody August 1994 - December 1994
Stephens Inc. September 1990 - June 1992
Skills
Financial Modeling, Financial Analysis, Asset Management, Fixed Income, Alternative Investments, Portfolio Management, Hedge Funds, Bloomberg, Securities, Investment Management
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General, 3.8+ GPA (on a 4.0 scale)
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General, 3.8 GPA (4.0 scale)
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (B.A.), Plan II Honors Liberal Arts, 3.65 GPA (4.0 scale)
Kate Wang's UBS Experience January 2014 - July 2014
Job Business Systems Analyst at Sun Life Financial
Industry Financial Services
Experience
AIG August 2014 - Present
Big Apple Infotech LLC 2011 - 2015
UBS January 2014 - July 2014
IKEA Group July 2013 - December 2013
Quiznos October 2012 - June 2013
Fidelity Investments October 2011 - September 2012
CITIC Securities Company Limited January 2008 - May 2011
Skills
Business Requirements, Requirements Gathering, SDLC, User Acceptance Testing, Business Analysis, Business Process, Agile Methodologies, Testing, Process Improvement, Analysis, business ana
Education
The University of Texas at Dallas 2011 — 2013
Master of Science (M.S.), Management Information Systems, General, 3.66
AIG August 2014 - Present
Big Apple Infotech LLC 2011 - 2015
UBS January 2014 - July 2014
IKEA Group July 2013 - December 2013
Quiznos October 2012 - June 2013
Fidelity Investments October 2011 - September 2012
CITIC Securities Company Limited January 2008 - May 2011
Skills
Business Requirements, Requirements Gathering, SDLC, User Acceptance Testing, Business Analysis, Business Process, Agile Methodologies, Testing, Process Improvement, Analysis, business ana
Education
The University of Texas at Dallas 2011 — 2013
Master of Science (M.S.), Management Information Systems, General, 3.66
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.