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
Matt Layfield Matt Layfield's UBS Experience January 2010 - May 2010
Job Consultant at The Lab Consulting
Industry Management Consulting
Experience
The Lab Consulting February 2015 - Present
Accenture October 2011 - February 2015
Redmellon Restoration & Development April 2011 - August 2011
UBS January 2010 - May 2010
Skills
VBA, MS Excel Power Pivot, MS Excel Power Query, Financial Analysis, MS Project & Project..., Portfolio Management, Project Management, Management Consulting, Financial Modeling, Business Analysis, Business Process..., Data Analysis, Business Strategy, Strategy, Analysis, Microsoft Excel
Education
Tulane University 2010 — 2011
Master of Finance, Finance & Energy, 3.76
Tulane University - A.B. Freeman School of Business 2006 — 2010
BSM, Finance & Legal Studies in Business, 3.54
The Lab Consulting February 2015 - Present
Accenture October 2011 - February 2015
Redmellon Restoration & Development April 2011 - August 2011
UBS January 2010 - May 2010
Skills
VBA, MS Excel Power Pivot, MS Excel Power Query, Financial Analysis, MS Project & Project..., Portfolio Management, Project Management, Management Consulting, Financial Modeling, Business Analysis, Business Process..., Data Analysis, Business Strategy, Strategy, Analysis, Microsoft Excel
Education
Tulane University 2010 — 2011
Master of Finance, Finance & Energy, 3.76
Tulane University - A.B. Freeman School of Business 2006 — 2010
BSM, Finance & Legal Studies in Business, 3.54
Elliott W Wislar Elliott W Wislar's UBS Experience 2002 - 2005
Job Elliott W Wislar CEO at Clearbrook Global Advisors, LLC
Industry Financial Services
Experience
Clearbrook Global Advisors May 2005 - Present
Clearbrook Global Advisors, LLC 2005 - 2015
Clearbrook Global Advisors, LLC 2005 - 2015
UBS 2002 - 2005
Fleet Bank 1992 - 2002
Skills
Investments, Alternative Investments, Hedge Funds, Private Equity, Asset Management, Securities, Equities, Financial Services, Portfolio Management, Capital Markets, Asset Allocation, Fixed Income, Investment Management, Investment Strategies, Management, Mutual Funds, Due Diligence, Business Development, Valuation, Wealth Management, Financial Modeling, Investment Banking, Venture Capital, Mergers & Acquisitions, Finance, Investment Advisory, Asset Managment, Fund Of Funds, Emerging Markets, Equity Research, Financial Structuring, Retirement Planning
Education
Thunderbird School of Global Management 1983 — 1985
MIM, MBA, Finance, Japanese
University of Arizona 1978 — 1982
BA, Political Science, Creative Writing
Clearbrook Global Advisors May 2005 - Present
Clearbrook Global Advisors, LLC 2005 - 2015
Clearbrook Global Advisors, LLC 2005 - 2015
UBS 2002 - 2005
Fleet Bank 1992 - 2002
Skills
Investments, Alternative Investments, Hedge Funds, Private Equity, Asset Management, Securities, Equities, Financial Services, Portfolio Management, Capital Markets, Asset Allocation, Fixed Income, Investment Management, Investment Strategies, Management, Mutual Funds, Due Diligence, Business Development, Valuation, Wealth Management, Financial Modeling, Investment Banking, Venture Capital, Mergers & Acquisitions, Finance, Investment Advisory, Asset Managment, Fund Of Funds, Emerging Markets, Equity Research, Financial Structuring, Retirement Planning
Education
Thunderbird School of Global Management 1983 — 1985
MIM, MBA, Finance, Japanese
University of Arizona 1978 — 1982
BA, Political Science, Creative Writing
James Escobar James Escobar's UBS Experience 2002 - 2002
Job Investment Advisor at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors 2013 - Present
Citigroup 2010 - 2013
HSBC Securities 2006 - 2009
JPMorgan Chase 2003 - 2006
UBS 2002 - 2002
Skills
Equities, Portfolio Management, Investment Banking, Banking, Fixed Income, Strategy, Wealth Management, Private Banking, Business Development, Risk Management, Financial Modeling, Management, Financial Analysis, Finance, Financial Services, Investments, Due Diligence, Business Analysis, Securities, Mutual Funds, Hedge Funds, Emerging Markets, Financial Markets, Bloomberg, Capital Markets
Education
Thunderbird School of Global Management 2001 — 2003
MBA
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.)
Geneva Advisors 2013 - Present
Citigroup 2010 - 2013
HSBC Securities 2006 - 2009
JPMorgan Chase 2003 - 2006
UBS 2002 - 2002
Skills
Equities, Portfolio Management, Investment Banking, Banking, Fixed Income, Strategy, Wealth Management, Private Banking, Business Development, Risk Management, Financial Modeling, Management, Financial Analysis, Finance, Financial Services, Investments, Due Diligence, Business Analysis, Securities, Mutual Funds, Hedge Funds, Emerging Markets, Financial Markets, Bloomberg, Capital Markets
Education
Thunderbird School of Global Management 2001 — 2003
MBA
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.)
Elaine Chen Elaine Chen's UBS Experience February 2011 - August 2012
Job Master in Pacific International Affairs at UC San Diego
Industry International Affairs
Experience
Export Access Global Consulting March 2014 - April 2015
Student Body Government - School of International Relations and Pacific Studies March 2014 - March 2015
U.S. Department of State Diplomacy Lab October 2014 - January 2015
United Nations Economic Commission for Latin America and the Caribbean (UN-ECLAC) June 2014 - September 2014
The Brookings Institution April 2014 - June 2014
Center for a New American Security September 2012 - February 2013
UBS February 2011 - August 2012
UC San Diego Programs Abroad Office September 2011 - June 2012
UC San Diego April 2009 - October 2011
Delta Sigma Pi - Omicron Sigma April 2009 - March 2010
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, Data Analysis, Research, Public Speaking, Spanish, Leadership, Social Media, Management, Sales, Event Planning
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2013 — 2015
Master of Pacific International Affairs
University of California, San Diego 2008 — 2012
Bachelor of Science (B.S.), Management Science
Lowell High School 2004 — 2008
High School
Export Access Global Consulting March 2014 - April 2015
Student Body Government - School of International Relations and Pacific Studies March 2014 - March 2015
U.S. Department of State Diplomacy Lab October 2014 - January 2015
United Nations Economic Commission for Latin America and the Caribbean (UN-ECLAC) June 2014 - September 2014
The Brookings Institution April 2014 - June 2014
Center for a New American Security September 2012 - February 2013
UBS February 2011 - August 2012
UC San Diego Programs Abroad Office September 2011 - June 2012
UC San Diego April 2009 - October 2011
Delta Sigma Pi - Omicron Sigma April 2009 - March 2010
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, Data Analysis, Research, Public Speaking, Spanish, Leadership, Social Media, Management, Sales, Event Planning
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2013 — 2015
Master of Pacific International Affairs
University of California, San Diego 2008 — 2012
Bachelor of Science (B.S.), Management Science
Lowell High School 2004 — 2008
High School
Alan Bernstein's UBS Experience 2010 - 2010
Job Vice President at Waterman Interests, LLC
Industry Real Estate
Experience
Waterman Interests, LLC July 2012 - Present
Apollo Global Management LLC June 2011 - August 2011
HillMark Capital Management, L.P. June 2010 - August 2010
UBS 2010 - 2010
Congressman William J. Pascrell Jr., 8th Congressional District of New Jersey May 2009 - August 2009
Skills
Due Diligence, Real Estate, Investment Properties, Valuation, Financial Modeling, Argus Modeling, Real Estate Valuation, Private Equity, Asset Management, Real Estate Development, Real Estate Private..., Real Estate Financing, Public Speaking, Lease Valuation
Education
Tufts University 2008 — 2012
BA, Summa Cum Laude, Political Science, Economics
Waterman Interests, LLC July 2012 - Present
Apollo Global Management LLC June 2011 - August 2011
HillMark Capital Management, L.P. June 2010 - August 2010
UBS 2010 - 2010
Congressman William J. Pascrell Jr., 8th Congressional District of New Jersey May 2009 - August 2009
Skills
Due Diligence, Real Estate, Investment Properties, Valuation, Financial Modeling, Argus Modeling, Real Estate Valuation, Private Equity, Asset Management, Real Estate Development, Real Estate Private..., Real Estate Financing, Public Speaking, Lease Valuation
Education
Tufts University 2008 — 2012
BA, Summa Cum Laude, Political Science, Economics
William Oscar Andreelli William Oscar Andreelli's UBS Experience June 2008 - September 2008
Job Senior Consultant at ADI Strategies
Industry Management Consulting
Experience
ADI Strategies March 2011 - Present
Sintel November 2010 - February 2011
Sintel September 2010 - December 2010
Sintel April 2010 - September 2010
Sintel January 2009 - March 2010
UBS June 2008 - September 2008
Skills
Oracle Essbase 11..., Hyperion Planning 11..., Hyperion Planning..., Oracle UPK, Oracle, Hyperion Enterprise..., Hyperion Shared Services, Hyperion EPM, ODI Oracle Data..., Financial Reporting, Analysis, ERP, Business Intelligence, Telecommunications, Business Analysis, Management
Education
2007 — 2010
2010, Banking & Financial Markets + Marketing
Prep School Notre Dame des Minimes, Lyon, France 2005 — 2007
BAC+2, Economics
Lycee Chateaubriand, Rome, Italy 2004 — 2005
BAC, Economics
ADI Strategies March 2011 - Present
Sintel November 2010 - February 2011
Sintel September 2010 - December 2010
Sintel April 2010 - September 2010
Sintel January 2009 - March 2010
UBS June 2008 - September 2008
Skills
Oracle Essbase 11..., Hyperion Planning 11..., Hyperion Planning..., Oracle UPK, Oracle, Hyperion Enterprise..., Hyperion Shared Services, Hyperion EPM, ODI Oracle Data..., Financial Reporting, Analysis, ERP, Business Intelligence, Telecommunications, Business Analysis, Management
Education
2007 — 2010
2010, Banking & Financial Markets + Marketing
Prep School Notre Dame des Minimes, Lyon, France 2005 — 2007
BAC+2, Economics
Lycee Chateaubriand, Rome, Italy 2004 — 2005
BAC, Economics
Andrew Fones Andrew Fones's UBS Experience March 2001 - April 2010
Job Senior Analyst at Brown Capital Management
Industry Financial Services
Experience
Brown Capital Management January 2014 - Present
T. Rowe Price May 2010 - October 2013
UBS March 2001 - April 2010
Deutsche Bank September 2000 - March 2001
Skills
Equities, Financial Modeling, Equity Research, Investments, Valuation, Equity Valuation, Financial Analysis, Series 7, Due Diligence
Education
Tulane University - A.B. Freeman School of Business 1998 — 2000
MBA, Accounting and Finance
University of Nottingham 1990 — 1993
BSc, Civil Engineering
Brown Capital Management January 2014 - Present
T. Rowe Price May 2010 - October 2013
UBS March 2001 - April 2010
Deutsche Bank September 2000 - March 2001
Skills
Equities, Financial Modeling, Equity Research, Investments, Valuation, Equity Valuation, Financial Analysis, Series 7, Due Diligence
Education
Tulane University - A.B. Freeman School of Business 1998 — 2000
MBA, Accounting and Finance
University of Nottingham 1990 — 1993
BSc, Civil Engineering
Nicole (Georgoulis) Soto Nicole (Georgoulis) Soto's UBS Experience April 2004 - May 2005
Job COCE Faculty Economics at Southern New Hampshire University
Industry Higher Education
Experience
Southern New Hampshire University August 2014 - Present
Southern New Hampshire University January 2014 - August 2014
EF Foundation for Foreign Study July 2006 - August 2007
Applied Value May 2005 - May 2006
UBS April 2004 - May 2005
Tufts University September 2003 - May 2004
Pyramid Research June 2003 - August 2003
Skills
Teaching, Student Affairs, Higher Education, University Teaching, Distance Learning, Consulting, Team Management, Data Analysis
Education
Tufts University 2003 — 2005
Master of Arts (M.A.), Economics
Tufts University 1999 — 2003
Bachelor of Arts (B.A.), Economics, International Relations
Southern New Hampshire University August 2014 - Present
Southern New Hampshire University January 2014 - August 2014
EF Foundation for Foreign Study July 2006 - August 2007
Applied Value May 2005 - May 2006
UBS April 2004 - May 2005
Tufts University September 2003 - May 2004
Pyramid Research June 2003 - August 2003
Skills
Teaching, Student Affairs, Higher Education, University Teaching, Distance Learning, Consulting, Team Management, Data Analysis
Education
Tufts University 2003 — 2005
Master of Arts (M.A.), Economics
Tufts University 1999 — 2003
Bachelor of Arts (B.A.), Economics, International Relations
Madeline Carroll Murray Madeline Carroll Murray's UBS Experience June 2007 - July 2008
Job Sr. Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2008 - Present
UBS June 2007 - July 2008
State Street June 2006 - June 2007
Skills
Series 7, Mutual Funds, Investments, Securities, Equities, Fixed Income, Hedge Funds, Asset Management, Estate Planning, Data Analysis, Microsoft Excel, Microsoft Office, Research, Project Management, Series 63, Retirement Planning, Wealth Management, Asset Allocation, Public Speaking, Uniform Combined State...
Education
Tufts University 2002 — 2006
BA, Economics & International Relations
Dana Hall 1998 — 2002
Merrill Lynch July 2008 - Present
UBS June 2007 - July 2008
State Street June 2006 - June 2007
Skills
Series 7, Mutual Funds, Investments, Securities, Equities, Fixed Income, Hedge Funds, Asset Management, Estate Planning, Data Analysis, Microsoft Excel, Microsoft Office, Research, Project Management, Series 63, Retirement Planning, Wealth Management, Asset Allocation, Public Speaking, Uniform Combined State...
Education
Tufts University 2002 — 2006
BA, Economics & International Relations
Dana Hall 1998 — 2002
Jean Walshe, CFA, CAIA Jean Walshe, CFA, CAIA's UBS Experience 1996 - 1999
Job Managing Director, J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management 2008 - Present
J.P. Morgan Asset Management 2000 - 2007
UBS 1996 - 1999
BNP Paribas 1993 - 1996
Credit Suisse First Boston 1987 - 1993
Manufacturers Hanover Trust 1983 - 1987
Skills
Hedge Funds, Institutional..., Alternative Investments, Institutional Sales, Alternative Investment..., Equities, Asset Allocation, Fixed Income, Asset Managment, Investment Management, Asset Management, Securities, Capital Markets, Mutual Funds, Trading, Risk Management, Portfolio Management, Bonds
Education
Trinity College-Hartford
B.A.
J.P. Morgan Asset Management 2008 - Present
J.P. Morgan Asset Management 2000 - 2007
UBS 1996 - 1999
BNP Paribas 1993 - 1996
Credit Suisse First Boston 1987 - 1993
Manufacturers Hanover Trust 1983 - 1987
Skills
Hedge Funds, Institutional..., Alternative Investments, Institutional Sales, Alternative Investment..., Equities, Asset Allocation, Fixed Income, Asset Managment, Investment Management, Asset Management, Securities, Capital Markets, Mutual Funds, Trading, Risk Management, Portfolio Management, Bonds
Education
Trinity College-Hartford
B.A.
Jordan Rebsch Jordan Rebsch's UBS Experience June 2011 - August 2011
Job Staff Accountant at Blue & Co.
Industry Accounting
Experience
Blue & Co., LLC August 2014 - Present
Enderle & Company, PLLC September 2012 - October 2013
Transylvania University August 2011 - May 2013
OmniSource Staffing May 2012 - May 2012
Commerce Lexington September 2011 - December 2011
UBS June 2011 - August 2011
Skills
Leadership, Accounting, Management, Nonprofits, Event Planning, Auditing, Accounts Payable, Policy, Financial Statements, Invoicing, Research, Recruiting, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office
Education
University of Kentucky 2013 — 2014
Master's Degree, Accounting
Transylvania University 2009 — 2013
Bachelor of Arts (BA), Accounting & Psychology, Graduate Magna Cum Laude
Blue & Co., LLC August 2014 - Present
Enderle & Company, PLLC September 2012 - October 2013
Transylvania University August 2011 - May 2013
OmniSource Staffing May 2012 - May 2012
Commerce Lexington September 2011 - December 2011
UBS June 2011 - August 2011
Skills
Leadership, Accounting, Management, Nonprofits, Event Planning, Auditing, Accounts Payable, Policy, Financial Statements, Invoicing, Research, Recruiting, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office
Education
University of Kentucky 2013 — 2014
Master's Degree, Accounting
Transylvania University 2009 — 2013
Bachelor of Arts (BA), Accounting & Psychology, Graduate Magna Cum Laude
Bill Wynn's UBS Experience April 2009 - Present
Job Senior Vice PresidentWealth Management at UBS
Industry Financial Services
Experience
UBS April 2009 - Present
Morgan Stanley August 1994 - April 2009
Bank of America January 1986 - August 1994
Bank of America May 1982 - January 1986
Entergy January 1980 - May 1982
Skills
Wealth Management, Portfolio Management, Investments, Strategic Asset..., Lending Solutions, Education Funding, Term Life Insurance, Financial Planning, Long Term Care Insurance
Education
Tulane University - A.B. Freeman School of Business 1976 — 1978
MBA, Finance
Tulane University 1970 — 1974
BA, English/Economics
Woodberry Forest School 1967 — 1970
UBS April 2009 - Present
Morgan Stanley August 1994 - April 2009
Bank of America January 1986 - August 1994
Bank of America May 1982 - January 1986
Entergy January 1980 - May 1982
Skills
Wealth Management, Portfolio Management, Investments, Strategic Asset..., Lending Solutions, Education Funding, Term Life Insurance, Financial Planning, Long Term Care Insurance
Education
Tulane University - A.B. Freeman School of Business 1976 — 1978
MBA, Finance
Tulane University 1970 — 1974
BA, English/Economics
Woodberry Forest School 1967 — 1970
Elaina Mishu's UBS Experience June 2012 - August 2012
Job Operations Assistant at Del Sur Restaurant Group
Industry
Experience
Del Sur Restaurant Group June 2014 - Present
Pi Beta Phi Fraternity, Louisiana Alpha Chapter November 2013 - January 2015
Pi Beta Phi Fraternity, Louisiana Alpha Chapter January 2013 - November 2013
Goodlettsville Pediatrics December 2012 - January 2013
UBS June 2012 - August 2012
Nashville Dance Center 2009 - 2011
Smithsonian Institution January 2010 - January 2010
Skills
Microsoft Excel, Event Planning, Microsoft Office, Social Media, Public Speaking, Blogging, Social Networking, Dance, Bowling, Running, Cooking, Fundraising, Spanish
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Science (BS), Management and Legal Studies in Business, Spanish Minor
The Harpeth Hall School 2007 — 2011
High School
Del Sur Restaurant Group June 2014 - Present
Pi Beta Phi Fraternity, Louisiana Alpha Chapter November 2013 - January 2015
Pi Beta Phi Fraternity, Louisiana Alpha Chapter January 2013 - November 2013
Goodlettsville Pediatrics December 2012 - January 2013
UBS June 2012 - August 2012
Nashville Dance Center 2009 - 2011
Smithsonian Institution January 2010 - January 2010
Skills
Microsoft Excel, Event Planning, Microsoft Office, Social Media, Public Speaking, Blogging, Social Networking, Dance, Bowling, Running, Cooking, Fundraising, Spanish
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Science (BS), Management and Legal Studies in Business, Spanish Minor
The Harpeth Hall School 2007 — 2011
High School
Kristi Clark Kristi Clark's UBS Experience 2006 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
LLC Senior Business AnalystGlobal Resources2013 - 2014
UBS 2006 - 2007
Thunderbird School of Global Management 2002 - 2003
Education
Arizona State University
Master of Business Administration (MBA), Business and Management
Thunderbird School of Global Management
MIM, International Management
LLC Senior Business AnalystGlobal Resources2013 - 2014
UBS 2006 - 2007
Thunderbird School of Global Management 2002 - 2003
Education
Arizona State University
Master of Business Administration (MBA), Business and Management
Thunderbird School of Global Management
MIM, International Management
Brandon Syme, CPA's UBS Experience January 2010 - May 2010
Job Assistant Vice President and Portfolio Manager at IBERIA Wealth Advisors
Industry Accounting
Experience
IBERIA Wealth Advisors January 2015 - Present
KPMG US June 2014 - December 2014
KPMG US August 2012 - March 2014
KPMG January 2011 - April 2011
Arbor Capital Management LLC May 2010 - August 2010
UBS January 2010 - May 2010
Burkenroad Reports January 2010 - May 2010
Skills
Valuation, Equity Research, Financial Modeling, Corporate Finance, Investment Banking, Bloomberg, Finance, Equity Valuation, Capital Markets, Financial Analysis, Hedge Funds, Due Diligence, Private Equity, Equities
Education
Tulane University - A.B. Freeman School of Business 2007 — 2012
MACCT/BSMFIN
IBERIA Wealth Advisors January 2015 - Present
KPMG US June 2014 - December 2014
KPMG US August 2012 - March 2014
KPMG January 2011 - April 2011
Arbor Capital Management LLC May 2010 - August 2010
UBS January 2010 - May 2010
Burkenroad Reports January 2010 - May 2010
Skills
Valuation, Equity Research, Financial Modeling, Corporate Finance, Investment Banking, Bloomberg, Finance, Equity Valuation, Capital Markets, Financial Analysis, Hedge Funds, Due Diligence, Private Equity, Equities
Education
Tulane University - A.B. Freeman School of Business 2007 — 2012
MACCT/BSMFIN
Brian Jackson Brian Jackson's UBS Experience July 2005 - March 2007
Job Senior DevOps Engineer at Apple
Industry Information Technology and Services
Experience
Apple May 2015 - Present
Open Source November 2003 - Present
ESPN October 2011 - April 2015
ESPN March 2007 - October 2011
UBS July 2005 - March 2007
Zedak Corp. July 2000 - July 2005
Trinity College - Hartford January 1997 - May 2000
IBM July 1999 - August 1999
Walt Disney World August 1998 - January 1999
Skills
REST, Java, Maven, Spring, Ant, Subversion, Web Services, Java Enterprise Edition, Continuous Integration, Build Automation, Software Design, Hibernate, JavaScript, Scalability, XML, Git, Scala, Github, JMS, SOAP, Web Applications, Test Driven Development, TeamCity, Sonar, Guice, SOA, Cucumber, Ruby, BDD, Selenium, Test Automation, Node.js, Arduino, Groovy, Play Framework, Padrino, Sinatra, Distributed Systems, Tomcat, Scrum, JUnit, Spring Framework
Education
Trinity College-Hartford 1996 — 2000
B.Sc., Computer Science
New Milford High School 1992 — 1996
Apple May 2015 - Present
Open Source November 2003 - Present
ESPN October 2011 - April 2015
ESPN March 2007 - October 2011
UBS July 2005 - March 2007
Zedak Corp. July 2000 - July 2005
Trinity College - Hartford January 1997 - May 2000
IBM July 1999 - August 1999
Walt Disney World August 1998 - January 1999
Skills
REST, Java, Maven, Spring, Ant, Subversion, Web Services, Java Enterprise Edition, Continuous Integration, Build Automation, Software Design, Hibernate, JavaScript, Scalability, XML, Git, Scala, Github, JMS, SOAP, Web Applications, Test Driven Development, TeamCity, Sonar, Guice, SOA, Cucumber, Ruby, BDD, Selenium, Test Automation, Node.js, Arduino, Groovy, Play Framework, Padrino, Sinatra, Distributed Systems, Tomcat, Scrum, JUnit, Spring Framework
Education
Trinity College-Hartford 1996 — 2000
B.Sc., Computer Science
New Milford High School 1992 — 1996
Donald Stone's UBS Experience January 2009 - Present
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS January 2009 - Present
Morgan Stanley September 1997 - January 2009
Education
Towson University 1978 — 1982
Business, Accounting
UBS January 2009 - Present
Morgan Stanley September 1997 - January 2009
Education
Towson University 1978 — 1982
Business, Accounting
Andrew Groveman's UBS Experience June 2014 - August 2014
Job Intern at UBS Financial Services
Industry Financial Services
Experience
UBS June 2014 - August 2014
The Besen Group June 2013 - August 2013
Apco Merchant Services June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, CoStar, OS X, Market Research, Leadership, Game Theory
Education
Tulane University 2011 — 2015
Bachelor of Science (BS), Finance, General
Syosset High School 2007 — 2011
UBS June 2014 - August 2014
The Besen Group June 2013 - August 2013
Apco Merchant Services June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, CoStar, OS X, Market Research, Leadership, Game Theory
Education
Tulane University 2011 — 2015
Bachelor of Science (BS), Finance, General
Syosset High School 2007 — 2011
Brian Rassel Brian Rassel's UBS Experience 2008 - 2008
Job OperationsOriented Private Equity Investor in US and Canadian Companies – Huron Capital Partners
Industry Venture Capital & Private Equity
Experience
Huron Capital Partners June 2014 - Present
Arctaris Capital May 2013 - June 2014
Prophet September 2011 - May 2013
New England Consulting Group August 2009 - September 2011
UBS 2008 - 2008
Automation Alley May 2007 - August 2007
Skills
Marketing Strategy, Due Diligence, Research, Segmentation, Business Strategy, Management Consulting, Strategy Development, Competitive Analysis, Healthcare
Education
University of Michigan 2013 — 2016
Master of Science (MS) - School of Natural Resources & Environment, Sustainability Studies
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Master of Business Administration (MBA)
Tufts University 2005 — 2009
BA, International Relations, Economics
Brother Rice High School 2001 — 2005
Huron Capital Partners June 2014 - Present
Arctaris Capital May 2013 - June 2014
Prophet September 2011 - May 2013
New England Consulting Group August 2009 - September 2011
UBS 2008 - 2008
Automation Alley May 2007 - August 2007
Skills
Marketing Strategy, Due Diligence, Research, Segmentation, Business Strategy, Management Consulting, Strategy Development, Competitive Analysis, Healthcare
Education
University of Michigan 2013 — 2016
Master of Science (MS) - School of Natural Resources & Environment, Sustainability Studies
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Master of Business Administration (MBA)
Tufts University 2005 — 2009
BA, International Relations, Economics
Brother Rice High School 2001 — 2005
Lindsey Walker Lindsey Walker's UBS Experience August 2015 - Present
Job Graduate Training ProgramGroup Technology at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
UBS June 2014 - August 2014
Tufts University Chemical and Biological Engineering Smart Polymers Lab September 2013 - December 2013
LNB L.L.C May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Matlab, Microsoft Word, Visual Basic, Analysis, Leadership, Teamwork, SharePoint
Education
Tufts University 2011 — 2015
Bachelor of Science (B.S.), Chemical Engineering, Graduated
UBS August 2015 - Present
UBS June 2014 - August 2014
Tufts University Chemical and Biological Engineering Smart Polymers Lab September 2013 - December 2013
LNB L.L.C May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Matlab, Microsoft Word, Visual Basic, Analysis, Leadership, Teamwork, SharePoint
Education
Tufts University 2011 — 2015
Bachelor of Science (B.S.), Chemical Engineering, Graduated
Danielle Guterding Danielle Guterding's UBS Experience June 2010 - May 2011
Job Investor Relations at ICR
Industry Real Estate
Experience
ICR July 2014 - Present
Credit Suisse August 2013 - July 2014
Credit Suisse July 2011 - August 2013
UBS June 2010 - May 2011
Towson University September 2007 - May 2011
Skills
Higher Education, PowerPoint, Residence Life, Research, Student Development, Microsoft Office, Mathematica, Student Affairs, Public Speaking, Microsoft Word, Middle Office, Prime Brokerage, Bloomberg, Customer Service, Bloomberg Terminal, Fixed Income, Series 7, Sales, Wealth Management, Microsoft Excel, Finance
Education
Towson University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
ICR July 2014 - Present
Credit Suisse August 2013 - July 2014
Credit Suisse July 2011 - August 2013
UBS June 2010 - May 2011
Towson University September 2007 - May 2011
Skills
Higher Education, PowerPoint, Residence Life, Research, Student Development, Microsoft Office, Mathematica, Student Affairs, Public Speaking, Microsoft Word, Middle Office, Prime Brokerage, Bloomberg, Customer Service, Bloomberg Terminal, Fixed Income, Series 7, Sales, Wealth Management, Microsoft Excel, Finance
Education
Towson University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Rui Xiao Rui Xiao's UBS Experience July 2012 - August 2012
Job Data Scientist Internship at KAYAK
Industry Information Technology and Services
Experience
KAYAK May 2014 - August 2014
Tufts University June 2013 - August 2013
Tufts Financial Group January 2013 - May 2013
Tufts University January 2013 - May 2013
UBS July 2012 - August 2012
Skills
C++, Hive, Hadoop, Data Analysis, C, SQL, Microsoft Excel, Web Development, JavaScript, HTML, CSS, HTML 5, Bloomberg Terminal, Valuation, VBA, Stata, Photoshop, PowerPoint, Data Structures, Statistics, Bloomberg, Machine Learning, Weka, Markov models, Pattern Recognition
Education
Tufts University 2011 — 2015
Bachelor’s Degree, Computer Science and Quantitative Economics, Minor in Philosophy
KAYAK May 2014 - August 2014
Tufts University June 2013 - August 2013
Tufts Financial Group January 2013 - May 2013
Tufts University January 2013 - May 2013
UBS July 2012 - August 2012
Skills
C++, Hive, Hadoop, Data Analysis, C, SQL, Microsoft Excel, Web Development, JavaScript, HTML, CSS, HTML 5, Bloomberg Terminal, Valuation, VBA, Stata, Photoshop, PowerPoint, Data Structures, Statistics, Bloomberg, Machine Learning, Weka, Markov models, Pattern Recognition
Education
Tufts University 2011 — 2015
Bachelor’s Degree, Computer Science and Quantitative Economics, Minor in Philosophy
Jacob Robbins-Spevack's UBS Experience February 2011 - May 2011
Job Account Manager at Alexander Street Press
Industry Publishing
Experience
Alexander Street Press April 2014 - Present
Perfect Staffing Solutions, LLC February 2014 - Present
Sales Focus Inc December 2013 - February 2014
Millersville University September 2013 - December 2013
2U April 2013 - September 2013
Yukon Software Services Ltd. September 2011 - March 2012
UBS February 2011 - May 2011
Towson University March 2008 - May 2011
St. Vincent de Paul of Baltimore January 2011 - January 2011
Towson University 2008 - 2011
Skills
Customer Service, Social Media, Advertising, Leadership, Email Marketing, Marketing, Microsoft Office, Recruiting, Training, Public Speaking, PowerPoint, Time Management, Social Networking, Market Research, Fundraising, Social Media Marketing, Marketing Communications, Facebook, Public Relations, Research, Microsoft Excel, Microsoft Word, Event Planning, Team Leadership, Event Management
Education
Towson University Honors College 2007 — 2011
BS, Business Administration, 3.7
Sherwood High School
Towson University
Alexander Street Press April 2014 - Present
Perfect Staffing Solutions, LLC February 2014 - Present
Sales Focus Inc December 2013 - February 2014
Millersville University September 2013 - December 2013
2U April 2013 - September 2013
Yukon Software Services Ltd. September 2011 - March 2012
UBS February 2011 - May 2011
Towson University March 2008 - May 2011
St. Vincent de Paul of Baltimore January 2011 - January 2011
Towson University 2008 - 2011
Skills
Customer Service, Social Media, Advertising, Leadership, Email Marketing, Marketing, Microsoft Office, Recruiting, Training, Public Speaking, PowerPoint, Time Management, Social Networking, Market Research, Fundraising, Social Media Marketing, Marketing Communications, Facebook, Public Relations, Research, Microsoft Excel, Microsoft Word, Event Planning, Team Leadership, Event Management
Education
Towson University Honors College 2007 — 2011
BS, Business Administration, 3.7
Sherwood High School
Towson University
Jessica Zatz's UBS Experience July 2006 - March 2008
Job Vice President at CIT
Industry Financial Services
Experience
CIT May 2012 - Present
Goldman Sachs August 2010 - April 2012
UBS Financial Services March 2008 - June 2010
UBS July 2006 - March 2008
Lockheed Martin May 2005 - August 2005
Skills
Wealth Management, PowerPoint, Program Management, Quality Assurance, User Acceptance Testing, CRM, Technical Writing, Risk Management, Process Improvement, Project Management, Business Analysis, Information Technology, Portfolio Management, IT Strategy, Cross-functional Team..., Investment Banking, Project Portfolio..., Management, Project Planning, Requirements Analysis, PMO, Requirements Gathering, Finance, Analysis, Financial Services
Education
Tufts University 2002 — 2006
Bachelor of Science, Mechanical Engineering
Westwood High 1998 — 2002
CIT May 2012 - Present
Goldman Sachs August 2010 - April 2012
UBS Financial Services March 2008 - June 2010
UBS July 2006 - March 2008
Lockheed Martin May 2005 - August 2005
Skills
Wealth Management, PowerPoint, Program Management, Quality Assurance, User Acceptance Testing, CRM, Technical Writing, Risk Management, Process Improvement, Project Management, Business Analysis, Information Technology, Portfolio Management, IT Strategy, Cross-functional Team..., Investment Banking, Project Portfolio..., Management, Project Planning, Requirements Analysis, PMO, Requirements Gathering, Finance, Analysis, Financial Services
Education
Tufts University 2002 — 2006
Bachelor of Science, Mechanical Engineering
Westwood High 1998 — 2002
Monica Malone Monica Malone's UBS Experience October 2010 - April 2015
Job Relationship Manager, Financial Institutions Group, Santander
Industry Banking
Experience
Santander Investment Securities Inc April 2015 - Present
UBS October 2010 - April 2015
UBS July 2007 - November 2010
Merrill Lynch 2003 - 2005
Skills
Relationship Management, Series 79, Series 7, Series 63, Financial Services, Investment Management, Structured Products, Fixed Income, Equities, Financial Analysis, Risk Management, Finance, Wealth Management, Credit, ETFs, High Net Worth..., Electronic Trading, Structured Finance, Wealth, Financial Structuring, Trading Systems, Commodity, Series 24, Equity Derivatives, Equity Trading, Currency, Series 65
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Finance
Tulane University 1998 — 2002
Bachelor of Science, Marketing & History
Tulane University - A.B. Freeman School of Business 1998 — 2002
BSM, Marketing
Santander Investment Securities Inc April 2015 - Present
UBS October 2010 - April 2015
UBS July 2007 - November 2010
Merrill Lynch 2003 - 2005
Skills
Relationship Management, Series 79, Series 7, Series 63, Financial Services, Investment Management, Structured Products, Fixed Income, Equities, Financial Analysis, Risk Management, Finance, Wealth Management, Credit, ETFs, High Net Worth..., Electronic Trading, Structured Finance, Wealth, Financial Structuring, Trading Systems, Commodity, Series 24, Equity Derivatives, Equity Trading, Currency, Series 65
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Finance
Tulane University 1998 — 2002
Bachelor of Science, Marketing & History
Tulane University - A.B. Freeman School of Business 1998 — 2002
BSM, Marketing
Charlie Mullan Charlie Mullan's UBS Experience June 2012 - August 2012
Job CEO at Spangle
Industry Internet
Experience
Spangle August 2011 - Present
UBS June 2012 - August 2012
Skills
Start-ups, Entrepreneurship, Digital Marketing, Social Media Marketing, Business Strategy, Business Development, New Business Development, Strategic Planning, Social Media, Marketing Strategy, Web Marketing, Marketing, Online Marketing, Leadership, Management
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Science (BS), Economics
Spangle August 2011 - Present
UBS June 2012 - August 2012
Skills
Start-ups, Entrepreneurship, Digital Marketing, Social Media Marketing, Business Strategy, Business Development, New Business Development, Strategic Planning, Social Media, Marketing Strategy, Web Marketing, Marketing, Online Marketing, Leadership, Management
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Science (BS), Economics
Ross Mintz's UBS Experience June 2012 - August 2012
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Burkenroad Reports August 2012 - December 2012
UBS June 2012 - August 2012
Monarch Wealth and Business Management May 2011 - August 2011
Skills
Research, Finance, Financial Modeling, PowerPoint, Equity Research, Microsoft Excel, Portfolio Management, Forecasting, Trading, Management, Accounting, Marketing, Mutual Funds, Data Analysis, Certified in Microsoft..., X_Trader, Moose, Energy, Thomson Reuters Eikon, Energy Modeling, Bloomberg Terminal, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master of Management in Energy
Tulane University - A.B. Freeman School of Business 2009 — 2013
BSM Finance
The Hotchkiss School 2005 — 2009
High School
J.P. Morgan July 2014 - Present
Burkenroad Reports August 2012 - December 2012
UBS June 2012 - August 2012
Monarch Wealth and Business Management May 2011 - August 2011
Skills
Research, Finance, Financial Modeling, PowerPoint, Equity Research, Microsoft Excel, Portfolio Management, Forecasting, Trading, Management, Accounting, Marketing, Mutual Funds, Data Analysis, Certified in Microsoft..., X_Trader, Moose, Energy, Thomson Reuters Eikon, Energy Modeling, Bloomberg Terminal, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master of Management in Energy
Tulane University - A.B. Freeman School of Business 2009 — 2013
BSM Finance
The Hotchkiss School 2005 — 2009
High School
Joe Crudo Joe Crudo's UBS Experience September 2000 - April 2003
Job Attorney at Law at Joseph C. Crudo PLC
Industry Law Practice
Experience
Joseph C. Crudo PLC February 2012 - Present
Law Offices of Joseph C. Crudo June 2009 - May 2012
Law Offices of Charles T. Duke January 2008 - January 2009
UBS September 2000 - April 2003
Skills
Bankruptcy, Civil Litigation, Criminal Defense, Estate Planning, Legal Assistance, Litigation, Personal Injury
Education
Thomas Jefferson School of Law 2005 — 2008
University of California, San Diego 1992 — 1995
B.S., Biology
The Bishop's School
Joseph C. Crudo PLC February 2012 - Present
Law Offices of Joseph C. Crudo June 2009 - May 2012
Law Offices of Charles T. Duke January 2008 - January 2009
UBS September 2000 - April 2003
Skills
Bankruptcy, Civil Litigation, Criminal Defense, Estate Planning, Legal Assistance, Litigation, Personal Injury
Education
Thomas Jefferson School of Law 2005 — 2008
University of California, San Diego 1992 — 1995
B.S., Biology
The Bishop's School
Howard Wilamowski's UBS Experience June 2010 - August 2010
Job Project & Acquisition Finance at Santander Bank, N.A.
Industry Investment Banking
Experience
Santander Bank, N.A. February 2014 - Present
Merit Capital Advisors November 2012 - January 2014
Con Edison June 2011 - November 2012
UBS June 2010 - August 2010
Walden Media January 2009 - April 2009
Skills
Investments, Strategy, Due Diligence, Mergers & Acquisitions, Equities
Education
Tufts University 2007 — 2011
B.A., Economics
Bronx High School of Science 2003 — 2007
Santander Bank, N.A. February 2014 - Present
Merit Capital Advisors November 2012 - January 2014
Con Edison June 2011 - November 2012
UBS June 2010 - August 2010
Walden Media January 2009 - April 2009
Skills
Investments, Strategy, Due Diligence, Mergers & Acquisitions, Equities
Education
Tufts University 2007 — 2011
B.A., Economics
Bronx High School of Science 2003 — 2007
David Lindstedt David Lindstedt's UBS Experience August 2002 - January 2009
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
UBS August 2002 - January 2009
Education
Tufts University 1974 — 1978
Bachelor of Science (B.S.), Chemical Engineering
Wells Fargo Advisors, LLC January 2009 - Present
UBS August 2002 - January 2009
Education
Tufts University 1974 — 1978
Bachelor of Science (B.S.), Chemical Engineering
Jim O'Sullivan Jim O'Sullivan's UBS Experience February 2001 - October 2009
Job Chief U.S. Economist at High Frequency Economics
Industry Financial Services
Experience
High Frequency Economics June 2012 - Present
MF Global October 2009 - November 2011
UBS February 2001 - October 2009
JP Morgan October 1985 - January 2001
Skills
Hedge Funds, Fixed Income, Capital Markets, Economics, Equities, Analysis, Data Analysis, Research, Policy Analysis, Writing, Financial Markets, Trading, FX Options, Alternative Investments, Interest Rate..., Swaps, Options, Bloomberg, Risk Management, Investment Banking, Commodity, Securities, Financial Risk, Economic Research, Investments, Derivatives, Equity Research, Bonds, Portfolio Management, Asset Management, Hedging, Valuation, Emerging Markets, Global Macro, Asset Allocation, Investment Strategies, Market Risk, Investment Management, Currency, Structured Finance, Equity Valuation, Equity Derivatives, Quantitative Analytics, Quantitative Finance, Financial Modeling, FX trading, Bloomberg Terminal, Series 7, Structured Products, Financial Structuring
Education
Queen's University, Kingston, Ontario 1984 — 1985
MA, Economics
Trinity College, Dublin 1980 — 1984
BA, Economics
High Frequency Economics June 2012 - Present
MF Global October 2009 - November 2011
UBS February 2001 - October 2009
JP Morgan October 1985 - January 2001
Skills
Hedge Funds, Fixed Income, Capital Markets, Economics, Equities, Analysis, Data Analysis, Research, Policy Analysis, Writing, Financial Markets, Trading, FX Options, Alternative Investments, Interest Rate..., Swaps, Options, Bloomberg, Risk Management, Investment Banking, Commodity, Securities, Financial Risk, Economic Research, Investments, Derivatives, Equity Research, Bonds, Portfolio Management, Asset Management, Hedging, Valuation, Emerging Markets, Global Macro, Asset Allocation, Investment Strategies, Market Risk, Investment Management, Currency, Structured Finance, Equity Valuation, Equity Derivatives, Quantitative Analytics, Quantitative Finance, Financial Modeling, FX trading, Bloomberg Terminal, Series 7, Structured Products, Financial Structuring
Education
Queen's University, Kingston, Ontario 1984 — 1985
MA, Economics
Trinity College, Dublin 1980 — 1984
BA, Economics
Rick Eastland's UBS Experience October 2001 - February 2002
Job Harbor Road Capital Management LLC
Industry Information Technology and Services
Experience
Harbor Road Capital Management LLC March 2012 - Present
PeopleLinx April 2009 - December 2013
J Heck Investments January 2011 - April 2012
Southern California Edison June 2009 - January 2011
Engemann Asset Management July 2007 - September 2008
Clean Energy Asset Management October 2006 - June 2007
Royce and Associates June 2006 - August 2006
The Royce Funds February 2002 - June 2005
UBS October 2001 - February 2002
O'Shaughnessy Asset Management, LLC (OSAM) July 2000 - May 2001
Education
University of Southern California - Marshall School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance
Trinity College-Hartford 1996 — 2000
Bachelor's Degree, Psychology
St. Paul's School 1992 — 1996
High School
Harbor Road Capital Management LLC March 2012 - Present
PeopleLinx April 2009 - December 2013
J Heck Investments January 2011 - April 2012
Southern California Edison June 2009 - January 2011
Engemann Asset Management July 2007 - September 2008
Clean Energy Asset Management October 2006 - June 2007
Royce and Associates June 2006 - August 2006
The Royce Funds February 2002 - June 2005
UBS October 2001 - February 2002
O'Shaughnessy Asset Management, LLC (OSAM) July 2000 - May 2001
Education
University of Southern California - Marshall School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance
Trinity College-Hartford 1996 — 2000
Bachelor's Degree, Psychology
St. Paul's School 1992 — 1996
High School
Erik Moss's UBS Experience May 2011 - August 2011
Job Senior Investment Analyst at Perennial Capital Advisors
Industry Venture Capital & Private Equity
Experience
Perennial Capital Advisors July 2013 - July 2015
Perennial Capital Advisors February 2013 - June 2013
UBS May 2011 - August 2011
Skills
Private Equity, Real Estate, Due Diligence, Capital Markets, Entrepreneurship, Research, Spanish, Venture Capital, STATA Data Analysis and..., Derivatives, CMBS, Real Estate Transactions, Commercial Real Estate, Economics
Education
Tufts University 2008 — 2012
B.A., Economics
Universidad Católica Argentina 2010 — 2011
The Pingry School 1998 — 2008
Perennial Capital Advisors July 2013 - July 2015
Perennial Capital Advisors February 2013 - June 2013
UBS May 2011 - August 2011
Skills
Private Equity, Real Estate, Due Diligence, Capital Markets, Entrepreneurship, Research, Spanish, Venture Capital, STATA Data Analysis and..., Derivatives, CMBS, Real Estate Transactions, Commercial Real Estate, Economics
Education
Tufts University 2008 — 2012
B.A., Economics
Universidad Católica Argentina 2010 — 2011
The Pingry School 1998 — 2008
Jared Modica, CFA's UBS Experience September 2006 - December 2006
Job Assistant Vice President / Control Analyst at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. July 2014 - Present
StatPro April 2011 - July 2014
State Street Global Advisors July 2007 - April 2011
UBS September 2006 - December 2006
Skills
Asset Managment, Asset Management, Portfolio Management, Equities, Management, Investments, Valuation, Business Analysis, Fixed Income, Derivatives
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
BSM, Finance
Santander Bank, N.A. July 2014 - Present
StatPro April 2011 - July 2014
State Street Global Advisors July 2007 - April 2011
UBS September 2006 - December 2006
Skills
Asset Managment, Asset Management, Portfolio Management, Equities, Management, Investments, Valuation, Business Analysis, Fixed Income, Derivatives
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
BSM, Finance
Nicolas Barrios's UBS Experience November 2008 - Present
Job Branch Manager, Vice President Wealth Management
Industry Financial Services
Experience
UBS November 2008 - Present
Wells Fargo September 2000 - November 2008
Merrill Lynch October 1991 - November 1999
Education
Tulane University 1985 — 1989
BS, Pyschology
UBS November 2008 - Present
Wells Fargo September 2000 - November 2008
Merrill Lynch October 1991 - November 1999
Education
Tulane University 1985 — 1989
BS, Pyschology
Joshua Gallaudet Joshua Gallaudet's UBS Experience January 2011 - November 2011
Job Leveraged Finance Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
Class Action Refund November 2011 - May 2014
UBS January 2011 - November 2011
Class Action Refund, LLC December 2008 - January 2011
TD Ameritrade June 2007 - August 2008
Fujifilm October 2006 - June 2007
Thacher Proffitt & Wood LLP December 2005 - October 2006
Impressions ABA Ind. Inc. August 2003 - January 2004
Skills
Leveraged Lending, Valuation Modeling, Financial Statement..., Data Analysis, Access Database, SQL, VBA, Bloomberg, S&P, Capital Markets, Business Analysis, Project Management, Salesforce.com, SDLC, SharePoint
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Accounting Corporate Finance
Trinity College-Hartford 2001 — 2005
Bachelor's Degree, History
Tuckahoe HS 1997 — 2001
High School
UBS Investment Bank July 2015 - Present
Class Action Refund November 2011 - May 2014
UBS January 2011 - November 2011
Class Action Refund, LLC December 2008 - January 2011
TD Ameritrade June 2007 - August 2008
Fujifilm October 2006 - June 2007
Thacher Proffitt & Wood LLP December 2005 - October 2006
Impressions ABA Ind. Inc. August 2003 - January 2004
Skills
Leveraged Lending, Valuation Modeling, Financial Statement..., Data Analysis, Access Database, SQL, VBA, Bloomberg, S&P, Capital Markets, Business Analysis, Project Management, Salesforce.com, SDLC, SharePoint
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Accounting Corporate Finance
Trinity College-Hartford 2001 — 2005
Bachelor's Degree, History
Tuckahoe HS 1997 — 2001
High School
James G. Bohannon's UBS Experience September 2009 - December 2009
Job StartUps / Finance / FinTech
Industry Financial Services
Experience
Rizm Inc. November 2012 - Present
Del Toro Shoes May 2007 - June 2013
Merlin Securities June 2010 - March 2011
Bradley, Foster & Sargent, Inc. January 2010 - May 2010
UBS September 2009 - December 2009
Merlin Securities June 2009 - August 2009
Cushman & Wakefield May 2006 - August 2006
Skills
Financial Modeling, Hedge Funds, Equities, Valuation, Investments, Financial Analysis, Private Equity, Capital Markets, Bloomberg, Microsoft Excel, Series 7, Social Media, Equity Research, Research, Asset Managment, Venture Capital, Portfolio Management, Due Diligence, Entrepreneurship, Strategy, Executive Management, Competitive Analysis, Trading, Start-ups, Investment Banking, Corporate Development, Asset Management, Emerging Markets, Alternative Investments, Corporate Finance, Series 63
Education
Trinity College-Hartford 2006 — 2010
BA, Economics
Kent School 2002 — 2010
Buckley School
Palm Beach Day School
Rizm Inc. November 2012 - Present
Del Toro Shoes May 2007 - June 2013
Merlin Securities June 2010 - March 2011
Bradley, Foster & Sargent, Inc. January 2010 - May 2010
UBS September 2009 - December 2009
Merlin Securities June 2009 - August 2009
Cushman & Wakefield May 2006 - August 2006
Skills
Financial Modeling, Hedge Funds, Equities, Valuation, Investments, Financial Analysis, Private Equity, Capital Markets, Bloomberg, Microsoft Excel, Series 7, Social Media, Equity Research, Research, Asset Managment, Venture Capital, Portfolio Management, Due Diligence, Entrepreneurship, Strategy, Executive Management, Competitive Analysis, Trading, Start-ups, Investment Banking, Corporate Development, Asset Management, Emerging Markets, Alternative Investments, Corporate Finance, Series 63
Education
Trinity College-Hartford 2006 — 2010
BA, Economics
Kent School 2002 — 2010
Buckley School
Palm Beach Day School
Brenda Pawlak Brenda Pawlak's UBS Experience 2001 - 2004
Job General Contractor at Off the Wall Painting Building & Remodeling
Industry Construction
Experience
Off the Wall Painting Building & Remodeling May 2003 - Present
UBS 2001 - 2004
The Home Depot 1997 - 2001
Education
East Lyme High School
Three Rivers Community College
Associate of Science (A.S.), Criminal Justice/Police Science
Off the Wall Painting Building & Remodeling May 2003 - Present
UBS 2001 - 2004
The Home Depot 1997 - 2001
Education
East Lyme High School
Three Rivers Community College
Associate of Science (A.S.), Criminal Justice/Police Science
Mehreen Nanjiani's UBS Experience 2004 - Present
Job Head of Securities Operations IT Americas for UBS Investment Bank
Industry Information Technology and Services
Experience
UBS 2004 - Present
Instinet July 2004 - October 2005
AMS June 1995 - June 2004
Skills
Enterprise Architecture, IT Strategy, Equities, Agile Methodologies, Investment Banking, Software Project..., SDLC, Capital Markets, Program Management, Financial Services, IT Management, Risk Management, IT Project Leadership, Banking
Education
Tulane University 1991 — 1995
Bachelors, Computer Science
Karachi Grammar School 1989 — 1991
St Josephs Convent
UBS 2004 - Present
Instinet July 2004 - October 2005
AMS June 1995 - June 2004
Skills
Enterprise Architecture, IT Strategy, Equities, Agile Methodologies, Investment Banking, Software Project..., SDLC, Capital Markets, Program Management, Financial Services, IT Management, Risk Management, IT Project Leadership, Banking
Education
Tulane University 1991 — 1995
Bachelors, Computer Science
Karachi Grammar School 1989 — 1991
St Josephs Convent
Miki Habryn Miki Habryn's UBS Experience January 2007 - March 2007
Job Network Systems Engineering TLM at Google
Industry Internet
Experience
Google October 2013 - Present
Google July 2010 - September 2013
Google April 2007 - June 2010
UBS January 2007 - March 2007
Optus May 1999 - January 2007
Center for Water Research, University of Western Australia January 1998 - May 1999
iiNet 1997 - 1997
Skills
Distributed Systems, Perl, Linux, Python
Education
University of Sydney 2001 — 2002
BA, Latin, Theology
The University of Western Australia 1994 — 1996
BSc/BE, CS, IT, Electronic Engineering
Google October 2013 - Present
Google July 2010 - September 2013
Google April 2007 - June 2010
UBS January 2007 - March 2007
Optus May 1999 - January 2007
Center for Water Research, University of Western Australia January 1998 - May 1999
iiNet 1997 - 1997
Skills
Distributed Systems, Perl, Linux, Python
Education
University of Sydney 2001 — 2002
BA, Latin, Theology
The University of Western Australia 1994 — 1996
BSc/BE, CS, IT, Electronic Engineering
Alex Grzymala Alex Grzymala's UBS Experience May 2008 - August 2008
Job recent graduate of Tufts University
Industry Investment Banking
Experience
Tufts University 2010 - 2010
MassMutual Financial Group May 2009 - August 2009
UBS May 2008 - August 2008
Education
Tufts University 2006 — 2010
Bachelor of Arts, Quantitative Economics
Tufts University 2010 - 2010
MassMutual Financial Group May 2009 - August 2009
UBS May 2008 - August 2008
Education
Tufts University 2006 — 2010
Bachelor of Arts, Quantitative Economics
Bruce Lacey, CIMA® Bruce Lacey, CIMA®'s UBS Experience January 1997 - January 2009
Job Wealth Adviser at United Capital Private Wealth Counseling
Industry Investment Management
Experience
United Capital Private Wealth Counseling January 2009 - Present
Girard Securities January 2009 - Present
UBS January 1997 - January 2009
Inter-Con Security Systems, Inc. June 1995 - August 1996
Aramark Corporation July 1979 - June 1995
Skills
Investments, Portfolio Management, Investment Advisory, Financial Advisory, Finance, Management, Wealth, Financial Reporting, Accounting, Wealth Management, Retirement Planning, Asset Allocation, Series 7, Estate Planning, Mutual Funds, Strategic Financial..., Alternative Investments, Asset Management, Program Management
Education
Towson University 1973 — 1975
BS
United Capital Private Wealth Counseling January 2009 - Present
Girard Securities January 2009 - Present
UBS January 1997 - January 2009
Inter-Con Security Systems, Inc. June 1995 - August 1996
Aramark Corporation July 1979 - June 1995
Skills
Investments, Portfolio Management, Investment Advisory, Financial Advisory, Finance, Management, Wealth, Financial Reporting, Accounting, Wealth Management, Retirement Planning, Asset Allocation, Series 7, Estate Planning, Mutual Funds, Strategic Financial..., Alternative Investments, Asset Management, Program Management
Education
Towson University 1973 — 1975
BS
Hank Myers Hank Myers's UBS Experience May 2012 - June 2012
Job Regulatory Administration Associate. at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2014 - Present
Fidelity Investments July 2014 - November 2014
Eastern Yacht Club September 2013 - May 2014
Eastern Yacht Club June 2007 - August 2013
UBS May 2012 - June 2012
Skills
Microsoft Office, Economics, Microsoft Excel, PowerPoint, Program Management, Microsoft Word, Public Speaking, Research, Data Analysis, Financial Analysis
Education
Trinity College-Hartford 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government
St. George's School 2007 — 2010
Graduated, High School/Secondary Diplomas and Certificates
BNY Mellon December 2014 - Present
Fidelity Investments July 2014 - November 2014
Eastern Yacht Club September 2013 - May 2014
Eastern Yacht Club June 2007 - August 2013
UBS May 2012 - June 2012
Skills
Microsoft Office, Economics, Microsoft Excel, PowerPoint, Program Management, Microsoft Word, Public Speaking, Research, Data Analysis, Financial Analysis
Education
Trinity College-Hartford 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government
St. George's School 2007 — 2010
Graduated, High School/Secondary Diplomas and Certificates
Steven Pelzer Steven Pelzer's UBS Experience July 2006 - July 2012
Job Assistant Operations Manager
Industry Investment Management
Experience
Penn Mutual July 2012 - March 2014
UBS July 2006 - July 2012
Morgan Stanley July 2004 - July 2006
Deutsche Bank August 1981 - April 2003
Education
Towson University
Bachelor's Degree, Business Administration
Penn Mutual July 2012 - March 2014
UBS July 2006 - July 2012
Morgan Stanley July 2004 - July 2006
Deutsche Bank August 1981 - April 2003
Education
Towson University
Bachelor's Degree, Business Administration
Frank Sikernitsky Frank Sikernitsky's UBS Experience October 2006 - Present
Job Senior Leader, Inventor of Stuff, Starter of Things
Industry Financial Services
Experience
UBS October 2006 - Present
Skills
Enterprise Architecture, Product Life Cycle..., IT Governance, Software Design, Desktop Architecture, Desktop Virtualization, Mobile Applications, Mobile Devices, Application Frameworks, Cloud Computing, VMware Infrastructure, Oracle, SQL Server 2000-2008, Innovative Thinking, Windows, Photoshop, Linux, Mac OS X, Java, Pharmaceuticals, Global Management, IT Risk, Wireframe, Logo Design, Database Design, Team Leadership, Active Directory, VMware, iPhone development, Social Media, Network Engineering, Information Technology, SharePoint, Governance, Microsoft SQL Server, IT Strategy, User Experience, Entrepreneurship, Architecture, Start-ups, Disaster Recovery, Strategy, System Deployment, Solution Architecture, Management, Architectures, IT Management, SDLC, Data Center, Integration
Education
Trinity College-Hartford 1992 — 1996
BA, Political Science
UBS October 2006 - Present
Skills
Enterprise Architecture, Product Life Cycle..., IT Governance, Software Design, Desktop Architecture, Desktop Virtualization, Mobile Applications, Mobile Devices, Application Frameworks, Cloud Computing, VMware Infrastructure, Oracle, SQL Server 2000-2008, Innovative Thinking, Windows, Photoshop, Linux, Mac OS X, Java, Pharmaceuticals, Global Management, IT Risk, Wireframe, Logo Design, Database Design, Team Leadership, Active Directory, VMware, iPhone development, Social Media, Network Engineering, Information Technology, SharePoint, Governance, Microsoft SQL Server, IT Strategy, User Experience, Entrepreneurship, Architecture, Start-ups, Disaster Recovery, Strategy, System Deployment, Solution Architecture, Management, Architectures, IT Management, SDLC, Data Center, Integration
Education
Trinity College-Hartford 1992 — 1996
BA, Political Science
David Menegus David Menegus's UBS Experience June 2006 - September 2009
Job Senior Financial Advisor, Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc. October 2009 - Present
UBS June 2006 - September 2009
Quest Capital Strategies, Inc. July 2003 - November 2006
IXIS Securities January 2001 - January 2002
PaineWebber March 1998 - December 2000
PaineWebber March 1997 - March 1998
PaineWebber April 1996 - March 1997
PaineWebber March 1995 - April 1996
Kidder Peabody August 1992 - March 1995
Kidder Peabody May 1989 - August 1992
Skills
Series 7, Investments, Equities, Portfolio Management, Retirement Planning, Securities, Uniform Combined State..., Alternative Investments, Series 63
Education
Thomas College 1982 — 1986
BS/MBA, Computer Info Systems/Business Administration
Ridgewood, HS, NJ 1977 — 1980
Summit Brokerage Services, Inc. October 2009 - Present
UBS June 2006 - September 2009
Quest Capital Strategies, Inc. July 2003 - November 2006
IXIS Securities January 2001 - January 2002
PaineWebber March 1998 - December 2000
PaineWebber March 1997 - March 1998
PaineWebber April 1996 - March 1997
PaineWebber March 1995 - April 1996
Kidder Peabody August 1992 - March 1995
Kidder Peabody May 1989 - August 1992
Skills
Series 7, Investments, Equities, Portfolio Management, Retirement Planning, Securities, Uniform Combined State..., Alternative Investments, Series 63
Education
Thomas College 1982 — 1986
BS/MBA, Computer Info Systems/Business Administration
Ridgewood, HS, NJ 1977 — 1980
Katja A Torres Ortiz Katja A Torres Ortiz's UBS Experience June 2010 - July 2010
Job Student at Tufts University
Industry Civic & Social Organization
Experience
Child and Family Webguide September 2010 - Present
Helsinki España NGO February 2012 - May 2012
UBS June 2010 - July 2010
Skills
Photography, Graphic Design, Singer-Songwriter, Photoshop, Illustrator, Microsoft Excel, Microsoft Office, Final Cut Pro, Problem Solving, Creative Strategy, Sociology, Translation, Empathy (It's very..., Independent Film, Social Media, Creative Writing, Entrepreneurship, Grassroots Organizing
Education
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), Sociology
Universidad Autónoma de Madrid 2012 — 2012
Child and Family Webguide September 2010 - Present
Helsinki España NGO February 2012 - May 2012
UBS June 2010 - July 2010
Skills
Photography, Graphic Design, Singer-Songwriter, Photoshop, Illustrator, Microsoft Excel, Microsoft Office, Final Cut Pro, Problem Solving, Creative Strategy, Sociology, Translation, Empathy (It's very..., Independent Film, Social Media, Creative Writing, Entrepreneurship, Grassroots Organizing
Education
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), Sociology
Universidad Autónoma de Madrid 2012 — 2012
Carol Lott Carol Lott's UBS Experience November 2005 - Present
Job Vice President Wealth Management @ UBS
Industry Financial Services
Experience
UBS November 2005 - Present
Morgan Stanley June 1998 - November 2005
Paine Webber January 1991 - June 1998
Bank of America January 1969 - December 1990
Education
Southern Methodist University
Banking
Tyler Junior College
AAS, Magna Cum Laude, Bank Management
UBS November 2005 - Present
Morgan Stanley June 1998 - November 2005
Paine Webber January 1991 - June 1998
Bank of America January 1969 - December 1990
Education
Southern Methodist University
Banking
Tyler Junior College
AAS, Magna Cum Laude, Bank Management
Kasper Renggli-Frey's UBS Experience August 2005 - September 2005
Job Postdoctoral Research Fellow at Massachusetts Institute of Technology (MIT)
Industry Research
Experience
Massachusetts Institute of Technology (MIT) January 2014 - Present
University of Basel September 2009 - December 2013
Department of Chemistry, University of Basel January 2009 - August 2009
University of Basel December 2008 - June 2009
Trinity College Dublin August 2008 - November 2008
UBS August 2005 - September 2005
Skills
Chemistry, Science, Nanotechnology, Scientific Writing, AFM, Physics, Biophysics, Research, Biotechnology, LaTeX, Physical Chemistry, Polymer Science, Analytical Chemistry, Drug Delivery, NMR, Life Sciences, GPC, MALDI-TOF, UV/Vis, Gel Electrophoresis, Light Scattering, Power User, Molecular & Cellular..., Protein Engineering, Protein Chemistry, Primary Cells
Education
Universität Basel 2009 — 2013
Doctor of Philosophy (Ph.D.), Chemistry / Nanoscience
Universität Basel 2007 — 2009
MSc, Nanoscience Major in Chemistry
Trinity College, Dublin 2008 — 2008
Biophysics
Universität Basel 2003 — 2006
BSc, Nanoscience
Massachusetts Institute of Technology (MIT) January 2014 - Present
University of Basel September 2009 - December 2013
Department of Chemistry, University of Basel January 2009 - August 2009
University of Basel December 2008 - June 2009
Trinity College Dublin August 2008 - November 2008
UBS August 2005 - September 2005
Skills
Chemistry, Science, Nanotechnology, Scientific Writing, AFM, Physics, Biophysics, Research, Biotechnology, LaTeX, Physical Chemistry, Polymer Science, Analytical Chemistry, Drug Delivery, NMR, Life Sciences, GPC, MALDI-TOF, UV/Vis, Gel Electrophoresis, Light Scattering, Power User, Molecular & Cellular..., Protein Engineering, Protein Chemistry, Primary Cells
Education
Universität Basel 2009 — 2013
Doctor of Philosophy (Ph.D.), Chemistry / Nanoscience
Universität Basel 2007 — 2009
MSc, Nanoscience Major in Chemistry
Trinity College, Dublin 2008 — 2008
Biophysics
Universität Basel 2003 — 2006
BSc, Nanoscience
Jacques Landrieu's UBS Experience September 2011 - December 2011
Job Law Clerk at Martzell & Bickford
Industry Management Consulting
Experience
Martzell & Bickford May 2015 - Present
Tulane University Law School August 2014 - Present
The Goldman Sachs 10,000 Small Businesses Program June 2013 - July 2014
HRI Properties June 2012 - August 2012
UBS September 2011 - December 2011
The White House June 2011 - August 2011
Gulf Restoration Network June 2010 - August 2010
Skills
Economics, Valuation, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Social Media, Leadership, Finance, Research, Microsoft Word, Data Analysis, Investments, CRM, Phone Banking
Education
Tulane University Law School 2014 — 2017
Juris Doctor (J.D.)
Vanderbilt University 2009 — 2013
B.A., Transnational History, Financial Economics, Corporate Strategy
Martzell & Bickford May 2015 - Present
Tulane University Law School August 2014 - Present
The Goldman Sachs 10,000 Small Businesses Program June 2013 - July 2014
HRI Properties June 2012 - August 2012
UBS September 2011 - December 2011
The White House June 2011 - August 2011
Gulf Restoration Network June 2010 - August 2010
Skills
Economics, Valuation, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Social Media, Leadership, Finance, Research, Microsoft Word, Data Analysis, Investments, CRM, Phone Banking
Education
Tulane University Law School 2014 — 2017
Juris Doctor (J.D.)
Vanderbilt University 2009 — 2013
B.A., Transnational History, Financial Economics, Corporate Strategy
Ronald Ophetveld Ronald Ophetveld's UBS Experience February 2004 - July 2009
Job Wealth Management Advisor at Seaside Financial
Industry Financial Services
Experience
Seaside Financial August 2015 - Present
HK FInancial March 2012 - July 2015
veld advisors November 2009 - March 2012
UBS February 2004 - July 2009
J.P. Morgan October 2001 - February 2004
Skills
Investments, Retirement Planning, Mutual Funds, Portfolio Management, Equities, Wealth Management, Retirement, Insurance, Small Business, Valuation, Uniform Combined State..., Equity Research, Management, Asset Management, Finance, Financial Planners, Financial Services, Securities, Analysis, Investment Advisory, Wealth, Estate Planning, Hedge Funds, Long-term Care, Financial Advisory, Strategic Financial..., IRAs, Series 7, Fixed Annuities, Financial Planning, 401k
Education
Tilburg University 1984 — 1989
doctorate, Finance and Economics
Seaside Financial August 2015 - Present
HK FInancial March 2012 - July 2015
veld advisors November 2009 - March 2012
UBS February 2004 - July 2009
J.P. Morgan October 2001 - February 2004
Skills
Investments, Retirement Planning, Mutual Funds, Portfolio Management, Equities, Wealth Management, Retirement, Insurance, Small Business, Valuation, Uniform Combined State..., Equity Research, Management, Asset Management, Finance, Financial Planners, Financial Services, Securities, Analysis, Investment Advisory, Wealth, Estate Planning, Hedge Funds, Long-term Care, Financial Advisory, Strategic Financial..., IRAs, Series 7, Fixed Annuities, Financial Planning, 401k
Education
Tilburg University 1984 — 1989
doctorate, Finance and Economics
McKenzie Howarth McKenzie Howarth's UBS Experience July 2002 - June 2011
Job Owner at Bar Method Boston
Industry Health, Wellness and Fitness
Experience
Bar Method Boston June 2011 - Present
UBS Private Wealth Management July 2009 - June 2011
UBS July 2002 - June 2011
UBS Private Wealth Management January 2006 - October 2009
2004-2006UBS Private Wealth Management June 2004 - June 2006
2004UBS Private Wealth Management May 2002 - June 2004
Education
Trinity College 1998 — 2002
Bachelor of Arts, Economics; English Literature and Writing; Roman Art History and Italian language
Trinity College Women's Basketball 1998 — 2002
Trinity College-Hartford 1998 — 2002
bs, economics
Bar Method Boston June 2011 - Present
UBS Private Wealth Management July 2009 - June 2011
UBS July 2002 - June 2011
UBS Private Wealth Management January 2006 - October 2009
2004-2006UBS Private Wealth Management June 2004 - June 2006
2004UBS Private Wealth Management May 2002 - June 2004
Education
Trinity College 1998 — 2002
Bachelor of Arts, Economics; English Literature and Writing; Roman Art History and Italian language
Trinity College Women's Basketball 1998 — 2002
Trinity College-Hartford 1998 — 2002
bs, economics
Colby Buss Colby Buss's UBS Experience July 2011 - Present
Job Financial Advisor at UBS Wealth Management
Industry International Affairs
Experience
UBS July 2011 - Present
Morgan Stanley November 2011 - April 2012
UBS January 2011 - June 2011
Towson University June 2009 - May 2011
Towson University June 2008 - May 2011
Education
Towson University
BS, International Business, French
UBS July 2011 - Present
Morgan Stanley November 2011 - April 2012
UBS January 2011 - June 2011
Towson University June 2009 - May 2011
Towson University June 2008 - May 2011
Education
Towson University
BS, International Business, French
Christin Frederick's UBS Experience October 2000 - October 2002
Job Creating Child Centered Learning Environments
Industry Education Management
Experience
Montessori on Copperhill April 2015 - Present
Real Links September 2013 - Present
Charter College June 2014 - December 2014
Ferreira, Inc. Design Build June 2012 - December 2012
Hathway January 2012 - June 2012
Collaboration May 2011 - November 2011
United States Marine Corps December 2009 - May 2011
The Laureate School August 2006 - July 2009
Mortgage Sense October 2002 - August 2005
UBS October 2000 - October 2002
Skills
Public Relations, public speaking, Business Strategy, Consultative Selling..., Public Speaking, Business Development, Leadership, Coaching, Leadership Development, Sales, New Business Development, Event Management, Social Media Marketing, Training, Lead Generation, Process Improvement, Recruiting, Social Networking, CRM, Human Resources, Team Building, Program Management, Management, Customer Service, Employee Relations, Organizational..., Marketing Strategy, Small Business, Analysis, IT Solutions, Strategic Planning, Time Management, Strategy, Marketing, Team Leadership, Account Management, Research, Event Planning, Entrepreneurship, Fundraising
Education
Pacifica Graduate Institute 2014 — 2017
Master of Arts (M.A.), Depth Psychology
Thomas Edison State College 2007 — 2014
Bachelor of Arts (B.A.), Liberal Arts, 3.15
Achieve Global Certified Public Speaker 2010 — 2010
Certificate, Public Speaking
Achieve Global Professional Selling Skills 2010 — 2010
Certification Public Speaking, Certificate Professional Selling Skills
Monarch Bay Teacher Academy 2004 — 2006
Certification, Montessori Teacher Education
Montessori on Copperhill April 2015 - Present
Real Links September 2013 - Present
Charter College June 2014 - December 2014
Ferreira, Inc. Design Build June 2012 - December 2012
Hathway January 2012 - June 2012
Collaboration May 2011 - November 2011
United States Marine Corps December 2009 - May 2011
The Laureate School August 2006 - July 2009
Mortgage Sense October 2002 - August 2005
UBS October 2000 - October 2002
Skills
Public Relations, public speaking, Business Strategy, Consultative Selling..., Public Speaking, Business Development, Leadership, Coaching, Leadership Development, Sales, New Business Development, Event Management, Social Media Marketing, Training, Lead Generation, Process Improvement, Recruiting, Social Networking, CRM, Human Resources, Team Building, Program Management, Management, Customer Service, Employee Relations, Organizational..., Marketing Strategy, Small Business, Analysis, IT Solutions, Strategic Planning, Time Management, Strategy, Marketing, Team Leadership, Account Management, Research, Event Planning, Entrepreneurship, Fundraising
Education
Pacifica Graduate Institute 2014 — 2017
Master of Arts (M.A.), Depth Psychology
Thomas Edison State College 2007 — 2014
Bachelor of Arts (B.A.), Liberal Arts, 3.15
Achieve Global Certified Public Speaker 2010 — 2010
Certificate, Public Speaking
Achieve Global Professional Selling Skills 2010 — 2010
Certification Public Speaking, Certificate Professional Selling Skills
Monarch Bay Teacher Academy 2004 — 2006
Certification, Montessori Teacher Education
Shain Rae's UBS Experience 1997 - 2003
Job President at DEUS Rescue
Industry Public Safety
Experience
DEUS Rescue 2005 - Present
Morgan Stanley 2003 - 2005
UBS 1997 - 2003
Education
Truman State University 1989 — 1995
BS, Finance, Economics
DEUS Rescue 2005 - Present
Morgan Stanley 2003 - 2005
UBS 1997 - 2003
Education
Truman State University 1989 — 1995
BS, Finance, Economics
Chris Dowell, MBA Chris Dowell, MBA's UBS Experience June 2010 - Present
Job IT Business Manager / COO at UBS
Industry Financial Services
Experience
UBS June 2010 - Present
UBS February 2007 - June 2010
UBS August 2000 - February 2007
Paine Webber April 2000 - August 2000
J. C. Bradford and Co. March 1995 - April 2000
US Navy July 1987 - March 1995
Skills
Management, IT Management, IT Operations, ITIL, Program Management, IT Infrastructure..., Outsourcing, Strategy, Global Operations, Offshoring, Vendor Management, Globalization, Business Analysis, Process Improvement, Risk Management, Change Management, Project Management, Disaster Recovery, Integration, IT Financial Management, Document Imaging, Outsourcing Management, Data Center, Enterprise Software
Education
Trevecca Nazarene University 2004 — 2006
MBA, Business and Management
Trevecca Nazarene University 2002 — 2004
Bachelor's Degree, Management and Human Relations
University of Southern Maryland 1993 — 2000
Associate of Science, Information Services
UBS June 2010 - Present
UBS February 2007 - June 2010
UBS August 2000 - February 2007
Paine Webber April 2000 - August 2000
J. C. Bradford and Co. March 1995 - April 2000
US Navy July 1987 - March 1995
Skills
Management, IT Management, IT Operations, ITIL, Program Management, IT Infrastructure..., Outsourcing, Strategy, Global Operations, Offshoring, Vendor Management, Globalization, Business Analysis, Process Improvement, Risk Management, Change Management, Project Management, Disaster Recovery, Integration, IT Financial Management, Document Imaging, Outsourcing Management, Data Center, Enterprise Software
Education
Trevecca Nazarene University 2004 — 2006
MBA, Business and Management
Trevecca Nazarene University 2002 — 2004
Bachelor's Degree, Management and Human Relations
University of Southern Maryland 1993 — 2000
Associate of Science, Information Services
Denise Lysette Fink, Esq. Denise Lysette Fink, Esq.'s UBS Experience 1999 - 2006
Job Denise Lysette Fink, Attorneyat Law
Industry Law Practice
Experience
Denise Lysette Fink, Esq. August 2012 - Present
AXA Equitable April 2010 - August 2012
Bank of America- Formerly Merrill Lynch 2007 - September 2010
Forrest Essentials 2009 - 2009
Citi/Citigroup May 2006 - May 2007
UBS 1999 - 2006
Law Firm of Giblin and Combs March 1997 - September 1999
Skills
Contract Negotiation, Mergers, Vendor Management, Risk Management, Outsourcing, Strategic Planning, Sourcing, Commerical Transactions, Successful Negotiation, Business Transactions, Corporate Contracts, Licensing Negotiations, Corporate Law, Intellectual Property..., Technology, Compliance, Data Privacy, Privacy Issues, International..., Financials, Risk Reduction, Mergers & Acquisitions, Financial Services, Capital Markets, Intellectual Property, Joint Ventures, Securities Regulation, Trademarks, Start-ups
Education
Touro College Jacob D. Fuchsberg Law Center 1991 — 1994
JD, Law
Tulane University 1986 — 1990
BA, Political Science/Art History
Exchange w/Habadasher's Aske's
Montclair Kimberley Academy
Denise Lysette Fink, Esq. August 2012 - Present
AXA Equitable April 2010 - August 2012
Bank of America- Formerly Merrill Lynch 2007 - September 2010
Forrest Essentials 2009 - 2009
Citi/Citigroup May 2006 - May 2007
UBS 1999 - 2006
Law Firm of Giblin and Combs March 1997 - September 1999
Skills
Contract Negotiation, Mergers, Vendor Management, Risk Management, Outsourcing, Strategic Planning, Sourcing, Commerical Transactions, Successful Negotiation, Business Transactions, Corporate Contracts, Licensing Negotiations, Corporate Law, Intellectual Property..., Technology, Compliance, Data Privacy, Privacy Issues, International..., Financials, Risk Reduction, Mergers & Acquisitions, Financial Services, Capital Markets, Intellectual Property, Joint Ventures, Securities Regulation, Trademarks, Start-ups
Education
Touro College Jacob D. Fuchsberg Law Center 1991 — 1994
JD, Law
Tulane University 1986 — 1990
BA, Political Science/Art History
Exchange w/Habadasher's Aske's
Montclair Kimberley Academy
James Graeber, CFA James Graeber, CFA's UBS Experience September 2009 - December 2009
Job
Industry Investment Management
Experience
Neuberger Berman August 2014 - Present
MFS Investment Management July 2010 - July 2014
UBS September 2009 - December 2009
Bradley, Foster & Sargent, Inc. June 2009 - August 2009
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg
Education
Trinity College-Hartford 2006 — 2010
B.A., Economics
St. Paul's School for Boys 2000 — 2006
Neuberger Berman August 2014 - Present
MFS Investment Management July 2010 - July 2014
UBS September 2009 - December 2009
Bradley, Foster & Sargent, Inc. June 2009 - August 2009
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg
Education
Trinity College-Hartford 2006 — 2010
B.A., Economics
St. Paul's School for Boys 2000 — 2006
Clifford Gerber's UBS Experience September 2006 - April 2007
Job Manager at Ernst & Young
Industry Information Technology and Services
Experience
Ernst & Young February 2012 - Present
Accenture April 2010 - March 2012
Infosys Technologies Ltd August 2008 - April 2010
Infosys Technologies Ltd July 2007 - January 2008
UBS September 2006 - April 2007
Bear Stearns May 2006 - August 2006
Skills
SDLC, Project Management, Business Process, Analysis, Consulting, Financial Services, Testing, Data Analysis, Banking, Training, Derivatives, Project Planning, Strategy
Education
Tulane University 2003 — 2007
BSM, Marketing & History
Ernst & Young February 2012 - Present
Accenture April 2010 - March 2012
Infosys Technologies Ltd August 2008 - April 2010
Infosys Technologies Ltd July 2007 - January 2008
UBS September 2006 - April 2007
Bear Stearns May 2006 - August 2006
Skills
SDLC, Project Management, Business Process, Analysis, Consulting, Financial Services, Testing, Data Analysis, Banking, Training, Derivatives, Project Planning, Strategy
Education
Tulane University 2003 — 2007
BSM, Marketing & History
Casey Lamirande's UBS Experience May 2011 - November 2011
Job Eastern Managed Print Network
Industry Marketing and Advertising
Experience
Eastern Managed Print Network August 2013 - Present
FoxFur Communications, LLC January 2013 - Present
Asea Corporation February 2012 - Present
MacKenzie Commercial Real Estate Services, LLC January 2012 - May 2012
Inside Lacrosse January 2012 - May 2012
UBS May 2011 - November 2011
Skills
Newsletters, Facebook, Recruiting, Public Speaking, Online Marketing, Integrated Marketing, Proposal Writing, Salesforce.com, Brochures, Cold Calling, Digital Media, Leadership, Interviews
Education
Towson University 2008 — 2012
Bachelor of Science (B.S.), Marketing
Eastern Managed Print Network August 2013 - Present
FoxFur Communications, LLC January 2013 - Present
Asea Corporation February 2012 - Present
MacKenzie Commercial Real Estate Services, LLC January 2012 - May 2012
Inside Lacrosse January 2012 - May 2012
UBS May 2011 - November 2011
Skills
Newsletters, Facebook, Recruiting, Public Speaking, Online Marketing, Integrated Marketing, Proposal Writing, Salesforce.com, Brochures, Cold Calling, Digital Media, Leadership, Interviews
Education
Towson University 2008 — 2012
Bachelor of Science (B.S.), Marketing
A. Newton Jones's UBS Experience March 2008 - Present
Job Senior Vice President Wealth Management, Senior Portfolio Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS March 2008 - Present
Merrill Lynch 1993 - 2008
Skills
Series 7, Series 31, Series 63, Series 65, Alternative Investments, Financial Markets, Financial Planning, Investments, Variable Annuities, Life Insurance
Education
Tulane University 1990 — 1994
BA, Economics
UBS March 2008 - Present
Merrill Lynch 1993 - 2008
Skills
Series 7, Series 31, Series 63, Series 65, Alternative Investments, Financial Markets, Financial Planning, Investments, Variable Annuities, Life Insurance
Education
Tulane University 1990 — 1994
BA, Economics
Brad Weisberg's UBS Experience June 2008 - August 2008
Job Final Semester MPH Candidate | Interested in Global Health Communication | 4+ Years of Marketing & Communications Exp.
Industry Management Consulting
Experience
American Public Health Association July 2015 - Present
Hodgkin's Lymphoma and Non Hodgkin's Lymphoma Survivors and Supporters March 2006 - Present
LearnToLive September 2014 - Present
CHAPS May 2015 - July 2015
American Heart Association January 2013 - August 2014
Gift of Life Bone Marrow Foundation March 2012 - August 2012
St. Baldrick's Foundation March 2007 - March 2012
UCG Marketing October 2011 - December 2011
Avon Walk for Breast Cancer September 2011 - December 2011
UBS June 2008 - August 2008
Education
Tulane University School of Public Health and Tropical Medicine 2014 — 2015
Master of Public Health (MPH)
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.)
American Public Health Association July 2015 - Present
Hodgkin's Lymphoma and Non Hodgkin's Lymphoma Survivors and Supporters March 2006 - Present
LearnToLive September 2014 - Present
CHAPS May 2015 - July 2015
American Heart Association January 2013 - August 2014
Gift of Life Bone Marrow Foundation March 2012 - August 2012
St. Baldrick's Foundation March 2007 - March 2012
UCG Marketing October 2011 - December 2011
Avon Walk for Breast Cancer September 2011 - December 2011
UBS June 2008 - August 2008
Education
Tulane University School of Public Health and Tropical Medicine 2014 — 2015
Master of Public Health (MPH)
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.)
Jared Melillo Jared Melillo's UBS Experience July 2011 - March 2012
Job Senior Associate at North Bridge Growth Equity and Venture Partners
Industry Venture Capital & Private Equity
Experience
North Bridge Growth Equity and Venture Partners July 2015 - Present
Vaquero Capital August 2013 - July 2015
America's Growth Capital March 2012 - August 2013
UBS July 2011 - March 2012
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Venture Capital, Financial Analysis, Hedge Funds, Alternative Investments, Investments, Equity Research, Capital Markets, Corporate Development, Bloomberg, Mergers & Acquisitions, Due Diligence
Education
Tufts University
Northfield Mount Hermon
North Bridge Growth Equity and Venture Partners July 2015 - Present
Vaquero Capital August 2013 - July 2015
America's Growth Capital March 2012 - August 2013
UBS July 2011 - March 2012
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Venture Capital, Financial Analysis, Hedge Funds, Alternative Investments, Investments, Equity Research, Capital Markets, Corporate Development, Bloomberg, Mergers & Acquisitions, Due Diligence
Education
Tufts University
Northfield Mount Hermon
Garry Ng's UBS Experience September 2013 - December 2013
Job Analyst at McLagan
Industry Management Consulting
Experience
Bradley, Foster & Sargent, Inc. September 2014 - December 2014
Van Eck Global Market Vectors ETFs June 2014 - August 2014
Merrill Lynch February 2014 - April 2014
UBS September 2013 - December 2013
Waddell & Reed September 2012 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Photoshop, Garageband, Economics, Wealth Management, Statistics, Data Analysis, Social Media, Computers, Customer Service
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (BA), Economics, Chinese Language
Bradley, Foster & Sargent, Inc. September 2014 - December 2014
Van Eck Global Market Vectors ETFs June 2014 - August 2014
Merrill Lynch February 2014 - April 2014
UBS September 2013 - December 2013
Waddell & Reed September 2012 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Photoshop, Garageband, Economics, Wealth Management, Statistics, Data Analysis, Social Media, Computers, Customer Service
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (BA), Economics, Chinese Language
Tommy Cullen's UBS Experience May 2008 - August 2008
Job Floor / Stage Manager at WWE
Industry Entertainment
Experience
World Wrestling Entertainment March 2013 - Present
San Antonio Scorpions FC January 2012 - July 2012
The Trinitonian May 2010 - December 2010
Goodell, DeVries, Leech & Dann, LLP May 2009 - August 2009
UBS May 2008 - August 2008
Skills
Advertising, Entertainment, Public Relations, Public Speaking, Social Media, Media Production, Video Production, Sports, Promotions, Microsoft Office, Aurora Browse, Facebook, Film, Sponsorship, Social Media Marketing
Education
Trinity University 2007 — 2012
BA, Communication; Business Administration
Loyola Blakefield High School 2003 — 2007
World Wrestling Entertainment March 2013 - Present
San Antonio Scorpions FC January 2012 - July 2012
The Trinitonian May 2010 - December 2010
Goodell, DeVries, Leech & Dann, LLP May 2009 - August 2009
UBS May 2008 - August 2008
Skills
Advertising, Entertainment, Public Relations, Public Speaking, Social Media, Media Production, Video Production, Sports, Promotions, Microsoft Office, Aurora Browse, Facebook, Film, Sponsorship, Social Media Marketing
Education
Trinity University 2007 — 2012
BA, Communication; Business Administration
Loyola Blakefield High School 2003 — 2007
Shepard Harris Shepard Harris's UBS Experience September 1995 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS September 1995 - Present
Education
The University of the Arts 1979 — 1983
BFA, Crafts / Woodworking
UBS September 1995 - Present
Education
The University of the Arts 1979 — 1983
BFA, Crafts / Woodworking
Daniel Moll Daniel Moll's UBS Experience 2011 - 2014
Job Vice President of Operations at Arx Urban Capital
Industry Real Estate
Experience
Arx Urban Capital 2014 - Present
UBS 2011 - 2014
UBS 2010 - 2011
Clockwork Management 2009 - 2011
Boloco 2009 - 2009
New Approach Development 2008 - 2009
Camp Wildwood 2004 - 2007
Skills
Alternative Investments, Financial Modeling, Financial Analysis, Marketing, Microsoft Excel, Research, Wealth Management, Series 7, Investments, Equities
Education
Tufts University 2007 — 2011
BA, English, Entrepreneurial Leadership
Arx Urban Capital 2014 - Present
UBS 2011 - 2014
UBS 2010 - 2011
Clockwork Management 2009 - 2011
Boloco 2009 - 2009
New Approach Development 2008 - 2009
Camp Wildwood 2004 - 2007
Skills
Alternative Investments, Financial Modeling, Financial Analysis, Marketing, Microsoft Excel, Research, Wealth Management, Series 7, Investments, Equities
Education
Tufts University 2007 — 2011
BA, English, Entrepreneurial Leadership
Emily Riccio Emily Riccio's UBS Experience June 2014 - December 2014
Job Investment Banking Analyst Intern Power & Utilities M&A at Scotiabank
Industry Investment Banking
Experience
Scotiabank Global Banking and Markets September 2015 - Present
UBS June 2014 - December 2014
Private Capital Group May 2014 - August 2014
Brooks Brothers August 2012 - January 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Social Media, Financial Modeling, DCF Valuation, Valuation Modeling
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics
The Loomis Chaffee school 2008 — 2011
Scotiabank Global Banking and Markets September 2015 - Present
UBS June 2014 - December 2014
Private Capital Group May 2014 - August 2014
Brooks Brothers August 2012 - January 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Social Media, Financial Modeling, DCF Valuation, Valuation Modeling
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics
The Loomis Chaffee school 2008 — 2011
Edward Fitzgerald,CFP® Edward Fitzgerald,CFP®'s UBS Experience August 2012 - May 2015
Job Regional Sales Consultant at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners June 2015 - Present
UBS August 2012 - May 2015
Education
Trinity College-Hartford
Virtus Investment Partners June 2015 - Present
UBS August 2012 - May 2015
Education
Trinity College-Hartford
David Dowell David Dowell's UBS Experience April 2000 - July 2004
Job Partner, Russell Capital Management
Industry Investment Management
Experience
Russell Capital Management July 2004 - Present
UBS April 2000 - July 2004
JC Bradford & Co. June 1990 - April 2000
Hilliard Lyons April 1982 - June 1990
Skills
Investments, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Series 7, Asset Managment, Securities, Equities, Private Equity, Financial Analysis, Retirement Planning, Portfolio Management, Fixed Income, Estate Planning
Education
Thunderbird School of Global Management 1975 — 1976
MBA, Business
Washington and Lee University 1971 — 1975
BA, German
Russell Capital Management July 2004 - Present
UBS April 2000 - July 2004
JC Bradford & Co. June 1990 - April 2000
Hilliard Lyons April 1982 - June 1990
Skills
Investments, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Series 7, Asset Managment, Securities, Equities, Private Equity, Financial Analysis, Retirement Planning, Portfolio Management, Fixed Income, Estate Planning
Education
Thunderbird School of Global Management 1975 — 1976
MBA, Business
Washington and Lee University 1971 — 1975
BA, German
Patrick Keshishian's UBS Experience May 2011 - August 2011
Job Consultant at Real LLC
Industry Consumer Goods
Experience
Real LLC December 2014 - Present
Loop Events LLC May 2011 - Present
UBS May 2011 - August 2011
Skills
Investments, Finance, Business Development, Entrepreneurship, Valuation, Microsoft Excel, Management, Strategic Planning, Social Media, Financial Modeling, Web Development, Web Design, Marketing Strategy, Consumer Products, Strategic Communications, Business Planning, Small Business, Microsoft Office
Education
Towson University 2011 — 2013
Bachelor of Science (B.S.), Economics
Real LLC December 2014 - Present
Loop Events LLC May 2011 - Present
UBS May 2011 - August 2011
Skills
Investments, Finance, Business Development, Entrepreneurship, Valuation, Microsoft Excel, Management, Strategic Planning, Social Media, Financial Modeling, Web Development, Web Design, Marketing Strategy, Consumer Products, Strategic Communications, Business Planning, Small Business, Microsoft Office
Education
Towson University 2011 — 2013
Bachelor of Science (B.S.), Economics
Robert Stewardson's UBS Experience June 2011 - August 2011
Job Corporate Financial Solutions Advisor at Merrill Lynch Private Bank Investment Group
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Tuck School of Business at Dartmouth College July 2013 - August 2013
Brinker Capital June 2012 - August 2012
Independent Portfolio Consultants January 2012 - January 2012
UBS June 2011 - August 2011
Logan Capital Management, Inc. January 2011 - January 2011
Blue Sand Securities LLC June 2010 - August 2010
Skills
Investments, Equities, Alternative Investments, Strategy, Microsoft Excel, Financial Analysis, Financial Modeling, Entrepreneurship, Equity Research, Project Planning, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Series 7, Series 66
Education
Trinity College 2009 — 2013
Bachelor of Arts, Political Science (International Relations Concentration)
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Political Science (International Relations and Arabic Language)
Trinity College Rome Campus 2011 — 2011
Bachelor of Arts (B.A.), Political Science and Government
The Lawrenceville School 2006 — 2009
Haverford School 1994 — 2006
Haverford School 1993 — 2006
Merrill Lynch May 2014 - Present
Tuck School of Business at Dartmouth College July 2013 - August 2013
Brinker Capital June 2012 - August 2012
Independent Portfolio Consultants January 2012 - January 2012
UBS June 2011 - August 2011
Logan Capital Management, Inc. January 2011 - January 2011
Blue Sand Securities LLC June 2010 - August 2010
Skills
Investments, Equities, Alternative Investments, Strategy, Microsoft Excel, Financial Analysis, Financial Modeling, Entrepreneurship, Equity Research, Project Planning, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Series 7, Series 66
Education
Trinity College 2009 — 2013
Bachelor of Arts, Political Science (International Relations Concentration)
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Political Science (International Relations and Arabic Language)
Trinity College Rome Campus 2011 — 2011
Bachelor of Arts (B.A.), Political Science and Government
The Lawrenceville School 2006 — 2009
Haverford School 1994 — 2006
Haverford School 1993 — 2006
Andrew (Andy) Dickinson Andrew (Andy) Dickinson's UBS Experience January 2009 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch 2005 - 2009
Maritz Travel Company 2002 - 2005
Skills
Series 7, Event Planning, Account Management, Marketing, Financial Analysis, Customer Service, Budgets, Sales, Series 63, Contract Negotiation, Strategic Planning
Education
Truman State University
University of Missouri-Saint Louis
UBS January 2009 - Present
Merrill Lynch 2005 - 2009
Maritz Travel Company 2002 - 2005
Skills
Series 7, Event Planning, Account Management, Marketing, Financial Analysis, Customer Service, Budgets, Sales, Series 63, Contract Negotiation, Strategic Planning
Education
Truman State University
University of Missouri-Saint Louis
Dori Brown's UBS Experience May 2011 - September 2011
Job Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank 2014 - Present
Deutsche Bank June 2013 - August 2013
Deloitte January 2013 - March 2013
UBS May 2011 - September 2011
Thermo Telecom & Media Partners, LP May 2010 - April 2011
Education
Tulane University - A.B. Freeman School of Business
Master of Accounting
Tulane University - A.B. Freeman School of Business
BSM, Finance, Magna Cum Laude
Deutsche Bank 2014 - Present
Deutsche Bank June 2013 - August 2013
Deloitte January 2013 - March 2013
UBS May 2011 - September 2011
Thermo Telecom & Media Partners, LP May 2010 - April 2011
Education
Tulane University - A.B. Freeman School of Business
Master of Accounting
Tulane University - A.B. Freeman School of Business
BSM, Finance, Magna Cum Laude
David M. Fallarino's UBS Experience June 2002 - August 2003
Job Producing Lending Manager at Citizens Bank
Industry Banking
Experience
Citizens Bank July 2015 - Present
Guaranteed Rate February 2014 - July 2015
Sterling National Bank August 2003 - February 2014
UBS June 2002 - August 2003
Skills
Mortgage Lending, Residential Mortgages, Banking, Refinance, Loans, Commercial Banking, First Time Home Buyers, Credit, Commercial Mortgages, Commercial Real Estate, Credit Risk, Risk Management, Finance, Real Estate, Loan Origination, Underwriting, Condos, Real Estate Financing, Referrals, Commercial Lending, Credit Analysis, FHA financing, Small Business Lending, Mortgage Banking, Portfolio Management, FHA, Consumer Lending, Investments, Reverse Mortgages, Cash Management, Certified Mortgage..., Construction Loans, Mortgage Underwriting, Financial Structuring, VA loans, Real Estate Economics, USDA, Funding, Debt Consolidation, Lines Of Credit, Asset Based Lending, Government Loans, Cross Selling, Private Banking, Loan Servicing, Financial Services, Retail Banking, Asset Management, Relationship Management, Branch Management
Education
Towson University 1998 — 2002
BA, Finance
Citizens Bank July 2015 - Present
Guaranteed Rate February 2014 - July 2015
Sterling National Bank August 2003 - February 2014
UBS June 2002 - August 2003
Skills
Mortgage Lending, Residential Mortgages, Banking, Refinance, Loans, Commercial Banking, First Time Home Buyers, Credit, Commercial Mortgages, Commercial Real Estate, Credit Risk, Risk Management, Finance, Real Estate, Loan Origination, Underwriting, Condos, Real Estate Financing, Referrals, Commercial Lending, Credit Analysis, FHA financing, Small Business Lending, Mortgage Banking, Portfolio Management, FHA, Consumer Lending, Investments, Reverse Mortgages, Cash Management, Certified Mortgage..., Construction Loans, Mortgage Underwriting, Financial Structuring, VA loans, Real Estate Economics, USDA, Funding, Debt Consolidation, Lines Of Credit, Asset Based Lending, Government Loans, Cross Selling, Private Banking, Loan Servicing, Financial Services, Retail Banking, Asset Management, Relationship Management, Branch Management
Education
Towson University 1998 — 2002
BA, Finance
Morgan Kinsey Morgan Kinsey's UBS Experience May 2011 - August 2011
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
UBS May 2011 - August 2011
Hennen’s Restaurant May 2011 - August 2011
Shadowbox Paper and Everyday Living May 2009 - January 2010
Skills
Microsoft Office, Spanish, Accounting, Financial Analysis, Microsoft Excel, Financial Modeling, Banking, Corporate Finance, Credit
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master of Science (M.S.), Finance
Washington and Lee University
B.A, Economics
J.P. Morgan July 2014 - Present
UBS May 2011 - August 2011
Hennen’s Restaurant May 2011 - August 2011
Shadowbox Paper and Everyday Living May 2009 - January 2010
Skills
Microsoft Office, Spanish, Accounting, Financial Analysis, Microsoft Excel, Financial Modeling, Banking, Corporate Finance, Credit
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master of Science (M.S.), Finance
Washington and Lee University
B.A, Economics
Samuel Sullivan's UBS Experience June 2012 - August 2012
Job Management and Leasing Associate at Greenhill Realty Company
Industry Real Estate
Experience
Greenhill Realty Company July 2014 - June 2015
BeauBox Real Estate September 2013 - December 2013
622 1st St October 2013 - November 2013
UBS June 2012 - August 2012
Profish, Ltd January 2012 - January 2012
Entergy Innovation Center September 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Social Media, Microsoft Office, Microsoft Word, Public Speaking, Entrepreneurship, Idea Generation, Research, Financial Analysis, Financial Modeling, Data Analysis, Argus Modeling, Social Networking
Education
Tulane University 2013 — 2014
Master's Degree, Real Estate Development
Tulane University 2009 — 2013
A.B; Bachelor of Science, Management; Finance
Greenhill Realty Company July 2014 - June 2015
BeauBox Real Estate September 2013 - December 2013
622 1st St October 2013 - November 2013
UBS June 2012 - August 2012
Profish, Ltd January 2012 - January 2012
Entergy Innovation Center September 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Social Media, Microsoft Office, Microsoft Word, Public Speaking, Entrepreneurship, Idea Generation, Research, Financial Analysis, Financial Modeling, Data Analysis, Argus Modeling, Social Networking
Education
Tulane University 2013 — 2014
Master's Degree, Real Estate Development
Tulane University 2009 — 2013
A.B; Bachelor of Science, Management; Finance
Jeremy Lewis's UBS Experience October 2011 - October 2013
Job Professional Services Engineer at Everwise
Industry Computer Software
Experience
Everwise June 2015 - Present
Mediaocean July 2014 - June 2015
Army National Guard June 2014 - June 2014
The Flatiron School October 2013 - March 2014
UBS October 2011 - October 2013
Army National Guard December 2009 - November 2010
Army National Guard November 2007 - December 2009
Atrium Staffing January 2007 - December 2009
DCM October 2006 - December 2006
Performing Arts Center September 2003 - December 2005
Skills
Analysis, Leadership, Risk Assessment, Databases, Imagery Analysis, Intelligence, Customer Service, Intelligence Analysis, Software Documentation, Ruby, Ruby on Rails, HTML 5
Education
Flatiron School 2013 — 2014
Web Development Fellow
State University of New York at Albany 2002 — 2006
Bachelor of Arts, Major: Political Science and Minors: Sociology and Psychology
Tilburg University 2006 — 2006
Cochise College 2008 — 2008
Associate in Applied Science (A.A.S.), Intelligence Operations, Concentration: Intelligence Analyst
Everwise June 2015 - Present
Mediaocean July 2014 - June 2015
Army National Guard June 2014 - June 2014
The Flatiron School October 2013 - March 2014
UBS October 2011 - October 2013
Army National Guard December 2009 - November 2010
Army National Guard November 2007 - December 2009
Atrium Staffing January 2007 - December 2009
DCM October 2006 - December 2006
Performing Arts Center September 2003 - December 2005
Skills
Analysis, Leadership, Risk Assessment, Databases, Imagery Analysis, Intelligence, Customer Service, Intelligence Analysis, Software Documentation, Ruby, Ruby on Rails, HTML 5
Education
Flatiron School 2013 — 2014
Web Development Fellow
State University of New York at Albany 2002 — 2006
Bachelor of Arts, Major: Political Science and Minors: Sociology and Psychology
Tilburg University 2006 — 2006
Cochise College 2008 — 2008
Associate in Applied Science (A.A.S.), Intelligence Operations, Concentration: Intelligence Analyst
Grant Turner, CFA Grant Turner, CFA's UBS Experience 2000 - 2004
Job Director of Finance at Emerson Climate Technologies Retail Solutions
Industry Electrical/Electronic Manufacturing
Experience
Emerson Climate Technologies September 2012 - Present
Emerson September 2010 - September 2012
Emerson July 2008 - September 2010
Emerson June 2006 - July 2008
UBS 2000 - 2004
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Mergers, Due Diligence, Forecasting, Business Strategy, Valuation, Competitive Analysis, Acquisition Integration, Strategic Planning, Strategic Financial..., Private Equity, Finance, Financial Reporting, Corporate Development, Investments, Mergers & Acquisitions, Cross-functional Team..., Strategy, Business Planning, Financial Planning
Education
Washington University in St. Louis 2004 — 2006
MBA, Finance
Trinity College-Hartford 1996 — 2000
B.A., Political Science
Colorado Academy 1992 — 1996
Emerson Climate Technologies September 2012 - Present
Emerson September 2010 - September 2012
Emerson July 2008 - September 2010
Emerson June 2006 - July 2008
UBS 2000 - 2004
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Mergers, Due Diligence, Forecasting, Business Strategy, Valuation, Competitive Analysis, Acquisition Integration, Strategic Planning, Strategic Financial..., Private Equity, Finance, Financial Reporting, Corporate Development, Investments, Mergers & Acquisitions, Cross-functional Team..., Strategy, Business Planning, Financial Planning
Education
Washington University in St. Louis 2004 — 2006
MBA, Finance
Trinity College-Hartford 1996 — 2000
B.A., Political Science
Colorado Academy 1992 — 1996
Andrew Elfman Andrew Elfman's UBS Experience 2008 - 2009
Job Staff Attorney/Associate at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC February 2015 - Present
Simonds, Winslow, Willis, & Abbott August 2013 - February 2015
Babbitt, Johnson, Osborne & Le Clainche, P.A May 2012 - August 2012
Klayman & Toskes 2011 - 2012
UBS 2008 - 2009
Skills
Estate Planning, Income Tax, Investment Advisory, Investment Management, Westlaw, Corporate Law, Lexis, PowerPoint
Education
Tufts University 2006 — 2010
University of Miami School of Law 2010 — 2013
J.D.
GW & Wade, LLC February 2015 - Present
Simonds, Winslow, Willis, & Abbott August 2013 - February 2015
Babbitt, Johnson, Osborne & Le Clainche, P.A May 2012 - August 2012
Klayman & Toskes 2011 - 2012
UBS 2008 - 2009
Skills
Estate Planning, Income Tax, Investment Advisory, Investment Management, Westlaw, Corporate Law, Lexis, PowerPoint
Education
Tufts University 2006 — 2010
University of Miami School of Law 2010 — 2013
J.D.
Kostas Georgakopoulos Kostas Georgakopoulos's UBS Experience June 2012 - July 2015
Job CISO
Industry Consumer Goods
Experience
Procter & Gamble July 2015 - Present
UBS June 2012 - July 2015
NASDAQ OMX August 2010 - December 2011
Bank of China August 2008 - August 2010
Deutche Bank April 2006 - August 2008
Citigroup November 2004 - April 2006
Skills
DLP, Disaster Recovery, Enterprise Risk..., Financial Risk, Firewalls, Information Security, Penetration Testing, Security, Business Continuity..., Information Security..., ISO 27001, IT Audit, PCI DSS, Business Continuity, CISSP, SIEM
Education
Tufts University - The Fletcher School of Law and Diplomacy 1990 — 1992
MALD, International Law
Procter & Gamble July 2015 - Present
UBS June 2012 - July 2015
NASDAQ OMX August 2010 - December 2011
Bank of China August 2008 - August 2010
Deutche Bank April 2006 - August 2008
Citigroup November 2004 - April 2006
Skills
DLP, Disaster Recovery, Enterprise Risk..., Financial Risk, Firewalls, Information Security, Penetration Testing, Security, Business Continuity..., Information Security..., ISO 27001, IT Audit, PCI DSS, Business Continuity, CISSP, SIEM
Education
Tufts University - The Fletcher School of Law and Diplomacy 1990 — 1992
MALD, International Law
Daniel Barnes Daniel Barnes's UBS Experience 2002 - 2003
Job Sr. Director, Business Strategy & Finance at Discovery Communications
Industry Broadcast Media
Experience
Discovery Communications October 2014 - Present
Discovery Communications October 2008 - October 2014
Yahoo! June 2006 - October 2008
Booz & Company 2005 - 2006
UBS 2002 - 2003
Skills
Quantitative Analytics, Strategy, Valuation, Financial Modeling, Analytics, Market Sizing, Emerging Markets, Competitive Analysis, Mergers & Acquisitions, Strategic Partnerships, Corporate Development, Start-ups, Private Equity, Digital Media
Education
University of Oxford 2003 — 2005
MPhil, Economics
University College London, U. of London 1999 — 2002
Bachelor of Science (BSc), Economics
Discovery Communications October 2014 - Present
Discovery Communications October 2008 - October 2014
Yahoo! June 2006 - October 2008
Booz & Company 2005 - 2006
UBS 2002 - 2003
Skills
Quantitative Analytics, Strategy, Valuation, Financial Modeling, Analytics, Market Sizing, Emerging Markets, Competitive Analysis, Mergers & Acquisitions, Strategic Partnerships, Corporate Development, Start-ups, Private Equity, Digital Media
Education
University of Oxford 2003 — 2005
MPhil, Economics
University College London, U. of London 1999 — 2002
Bachelor of Science (BSc), Economics
Louise Gunderson Louise Gunderson's UBS Experience February 2011 - Present
Job Managing Director UBS Financial Services
Industry Financial Services
Experience
UBS February 2011 - Present
Merrill Lynch September 2004 - February 2011
Sanford Bernstein September 1994 - September 2004
Skills
Leadership, Equities, Investments, Asset Management, Fixed Income, Capital Markets, Portfolio Management, Investment Banking, Alternative Investments, Hedge Funds
Education
Trinity University-Washington
Bachelor of Arts (BA), Political Science and Government
UBS February 2011 - Present
Merrill Lynch September 2004 - February 2011
Sanford Bernstein September 1994 - September 2004
Skills
Leadership, Equities, Investments, Asset Management, Fixed Income, Capital Markets, Portfolio Management, Investment Banking, Alternative Investments, Hedge Funds
Education
Trinity University-Washington
Bachelor of Arts (BA), Political Science and Government
Katherine Pluck's UBS Experience August 2012 - October 2013
Job Research Associate at Heidrick & Struggles
Industry Banking
Experience
Heidrick & Struggles March 2015 - Present
JPMorgan Chase October 2013 - March 2015
UBS August 2012 - October 2013
UBS August 2011 - August 2012
Skills
PowerPoint, Social Media, Microsoft Office, Microsoft Word, Photoshop, Social Networking, Microsoft Excel, Research, Marketing, Data Analysis, Market Research
Education
Trinity College-Hartford 2007 — 2011
BA, History
Heidrick & Struggles March 2015 - Present
JPMorgan Chase October 2013 - March 2015
UBS August 2012 - October 2013
UBS August 2011 - August 2012
Skills
PowerPoint, Social Media, Microsoft Office, Microsoft Word, Photoshop, Social Networking, Microsoft Excel, Research, Marketing, Data Analysis, Market Research
Education
Trinity College-Hartford 2007 — 2011
BA, History
Rick Weinert Rick Weinert's UBS Experience October 2014 - Present
Job Associate Director, Treasury Risk Control UBS Bank
Industry Banking
Experience
UBS October 2014 - Present
Sallie Mae June 2013 - October 2014
Sallie Mae January 2010 - June 2013
Thunderbird School of Global Management August 2008 - December 2009
Wescor, Inc. June 2009 - August 2009
Fidelity Investments May 2006 - August 2008
Skills
Financial Modeling, Risk Management, Financial Reporting, Finance, Bloomberg, Cash Management, Financial Analysis, Corporate Finance, Internal Controls, Financial Risk, Cash Flow, Banking, Portfolio Management
Education
Thunderbird School of Global Management 2008 — 2009
MBA, Finance & International Business
Utah State University - Jon M. Huntsman School of Business 2000 — 2004
B.S., Marketing
UBS October 2014 - Present
Sallie Mae June 2013 - October 2014
Sallie Mae January 2010 - June 2013
Thunderbird School of Global Management August 2008 - December 2009
Wescor, Inc. June 2009 - August 2009
Fidelity Investments May 2006 - August 2008
Skills
Financial Modeling, Risk Management, Financial Reporting, Finance, Bloomberg, Cash Management, Financial Analysis, Corporate Finance, Internal Controls, Financial Risk, Cash Flow, Banking, Portfolio Management
Education
Thunderbird School of Global Management 2008 — 2009
MBA, Finance & International Business
Utah State University - Jon M. Huntsman School of Business 2000 — 2004
B.S., Marketing
Kevin Dong's UBS Experience August 2011 - February 2013
Job Vice President at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas February 2013 - Present
UBS August 2011 - February 2013
BNP Paribas January 2010 - July 2011
JPMorgan July 2008 - December 2009
Skills
Valuation, Fixed Income, Bloomberg, Portfolio Management, Financial Modeling, Structured Finance, Trading
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM, Finance, Management
BNP Paribas February 2013 - Present
UBS August 2011 - February 2013
BNP Paribas January 2010 - July 2011
JPMorgan July 2008 - December 2009
Skills
Valuation, Fixed Income, Bloomberg, Portfolio Management, Financial Modeling, Structured Finance, Trading
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM, Finance, Management
Paul Hofmann Paul Hofmann's UBS Experience November 2010 - Present
Job Registered Client Service Associate Legacy Wealth Management Group with UBS Financial Services Inc.
Industry Financial Services
Experience
UBS November 2010 - Present
Skills
Series 7, Financial Services, Series 63
Education
Towson University 1989 — 1994
Bachelor of Science (B.S.), Business Administration
UBS November 2010 - Present
Skills
Series 7, Financial Services, Series 63
Education
Towson University 1989 — 1994
Bachelor of Science (B.S.), Business Administration
Rebecca Cohn Rebecca Cohn's UBS Experience January 2010 - May 2010
Job Senior Financial Analyst at Gap Inc./Old Navy
Industry Retail
Experience
Gap Inc. June 2015 - Present
Gap Inc. September 2013 - June 2015
Credit Suisse July 2011 - July 2013
UCSF Medical Center June 2009 - August 2010
UBS January 2010 - May 2010
Skills
Valuation, Microsoft Excel, Bloomberg, Financial Modeling, Financial Institutions, Analysis, Investment Banking, Corporate Finance, Economics, Financial Analysis
Education
Trinity College-Hartford 2007 — 2011
B.S., Economics
The Branson School 2003 — 2007
Gap Inc. June 2015 - Present
Gap Inc. September 2013 - June 2015
Credit Suisse July 2011 - July 2013
UCSF Medical Center June 2009 - August 2010
UBS January 2010 - May 2010
Skills
Valuation, Microsoft Excel, Bloomberg, Financial Modeling, Financial Institutions, Analysis, Investment Banking, Corporate Finance, Economics, Financial Analysis
Education
Trinity College-Hartford 2007 — 2011
B.S., Economics
The Branson School 2003 — 2007
Andrew McVeigh's UBS Experience March 2012 - September 2012
Job Lead technical architect
Industry Computer Games
Experience
Riot Games September 2012 - Present
UBS March 2012 - September 2012
Royal Bank of Canada Capital Markets 2009 - February 2012
Barclays Capital 2005 - 2009
LCH.Clearnet 2003 - 2005
Datacard 1999 - 2003
Telstra March 1998 - August 1999
Object Technology International 1997 - 1998
Australian Broadcasting Corporation January 1994 - October 1997
Macquarie University 1990 - 1993
Skills
C#, F#, Java, XML, TDD, .NET, Spring, UML, Agile, Components, Modeling, Investment Banking, Agile Methodologies, C++, Java Enterprise Edition, Multithreading, Object Oriented Design, Distributed Systems, Architecture, Trading Systems, JMS, Web Services, Unix, Continuous Integration, Enterprise Architecture, REST, Software Design, Application Architecture, Derivatives, Market Data, Software Engineering, SOA, Test Driven Development, Eclipse, OOP, Ant, Databases, JUnit, Hibernate, Subversion, Tomcat, Scrum, Architectures, Agile Project Management, Maven, Design Patterns, JSON, System Architecture, Verbal De-escalation, Romance
Education
Imperial College London (PhD) 2004 — 2009
PhD, Computer Science, Thesis title: "A Rigorous, Architectural Approach to Extensible Applications"
The University of Western Australia 1985 — 1989
BEng, Hons, Electronics Engineering
Guildford Grammar School
Dux year 8, 10
Riot Games September 2012 - Present
UBS March 2012 - September 2012
Royal Bank of Canada Capital Markets 2009 - February 2012
Barclays Capital 2005 - 2009
LCH.Clearnet 2003 - 2005
Datacard 1999 - 2003
Telstra March 1998 - August 1999
Object Technology International 1997 - 1998
Australian Broadcasting Corporation January 1994 - October 1997
Macquarie University 1990 - 1993
Skills
C#, F#, Java, XML, TDD, .NET, Spring, UML, Agile, Components, Modeling, Investment Banking, Agile Methodologies, C++, Java Enterprise Edition, Multithreading, Object Oriented Design, Distributed Systems, Architecture, Trading Systems, JMS, Web Services, Unix, Continuous Integration, Enterprise Architecture, REST, Software Design, Application Architecture, Derivatives, Market Data, Software Engineering, SOA, Test Driven Development, Eclipse, OOP, Ant, Databases, JUnit, Hibernate, Subversion, Tomcat, Scrum, Architectures, Agile Project Management, Maven, Design Patterns, JSON, System Architecture, Verbal De-escalation, Romance
Education
Imperial College London (PhD) 2004 — 2009
PhD, Computer Science, Thesis title: "A Rigorous, Architectural Approach to Extensible Applications"
The University of Western Australia 1985 — 1989
BEng, Hons, Electronics Engineering
Guildford Grammar School
Dux year 8, 10
Filip Kristo's UBS Experience September 2011 - Present
Job Financial Software Engineer
Industry Investment Banking
Experience
UBS September 2011 - Present
UBS A.G. December 2002 - Present
Micromuse Inc. June 1999 - November 2002
Skills
Options, Derivatives, Capital Markets, Electronic Trading, Equity Derivatives, Equities, Equity Trading, FX Options, Financial Markets, Hedge Funds, Low Latency, Market Data, Market Making, Trading Systems, Trading
Education
UCL 1996 — 1999
BSc
UBS September 2011 - Present
UBS A.G. December 2002 - Present
Micromuse Inc. June 1999 - November 2002
Skills
Options, Derivatives, Capital Markets, Electronic Trading, Equity Derivatives, Equities, Equity Trading, FX Options, Financial Markets, Hedge Funds, Low Latency, Market Data, Market Making, Trading Systems, Trading
Education
UCL 1996 — 1999
BSc
Thushan Kottahachchi's UBS Experience December 2005 - Present
Job Associate Director at UBS
Industry Computer Software
Experience
UBS December 2005 - Present
NMatrix 2003 - 2005
Skills
Valuation, Equities, Fixed Income, Due Diligence, Financial Modeling, Financial Analysis, Business Analysis, SQL, Management, SDLC, Derivatives, Investment Banking, Agile Methodologies, Java, Capital Markets, Unix, Project Management, Risk Management, Software Development, Software Project..., Databases, Requirements Analysis
Education
Tufts University
Tufts University
Master of Science (M.S.), Computer Science
UBS December 2005 - Present
NMatrix 2003 - 2005
Skills
Valuation, Equities, Fixed Income, Due Diligence, Financial Modeling, Financial Analysis, Business Analysis, SQL, Management, SDLC, Derivatives, Investment Banking, Agile Methodologies, Java, Capital Markets, Unix, Project Management, Risk Management, Software Development, Software Project..., Databases, Requirements Analysis
Education
Tufts University
Tufts University
Master of Science (M.S.), Computer Science
Jay Nicholas's UBS Experience ControllerUBS2000 - 2002
Job Executive Director / Senior Investment Officer at UBS
Industry Investment Management
Experience
UBS ControllerUBS2000 - 2002
PricewaterhouseCoopers 1994 - 2000
Education
Trinity University 1989 — 1993
UBS ControllerUBS2000 - 2002
PricewaterhouseCoopers 1994 - 2000
Education
Trinity University 1989 — 1993
Robert H. Mooney, III's UBS Experience March 2009 - Present
Job Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS March 2009 - Present
The Omega Group at UBS March 2009 - Present
Smith Barney September 1994 - March 2009
Yale Alumni Fund March 1992 - September 1994
U.S. Navy 1990 - 1992
Skills
Risk Management, Asset Managment, Equities, Investments, Asset Allocation, Alternative Investments, Mutual Funds, Strategic Financial..., Due Diligence, Series 7, Capital Markets, Portfolio Management, Valuation, Fixed Income, Financial Markets, Wealth Management, Securities, Asset Management, Investment Advisory, Private Equity, Series 63, Retirement Planning, Investment Strategies, Separately Managed..., Estate Planning, Financial Planning
Education
Tulane University
UBS March 2009 - Present
The Omega Group at UBS March 2009 - Present
Smith Barney September 1994 - March 2009
Yale Alumni Fund March 1992 - September 1994
U.S. Navy 1990 - 1992
Skills
Risk Management, Asset Managment, Equities, Investments, Asset Allocation, Alternative Investments, Mutual Funds, Strategic Financial..., Due Diligence, Series 7, Capital Markets, Portfolio Management, Valuation, Fixed Income, Financial Markets, Wealth Management, Securities, Asset Management, Investment Advisory, Private Equity, Series 63, Retirement Planning, Investment Strategies, Separately Managed..., Estate Planning, Financial Planning
Education
Tulane University
Alice Cui's UBS Experience 2004 - 2006
Job Smallmid Cap Healthcare Research Analyst at PineBridge Investments
Industry Investment Management
Experience
PineBridge Investments (formerly AIG Investments) September 2006 - June 2010
UBS 2004 - 2006
Credit Suisse 2003 - 2004
Bio-Rad Laboratories January 2000 - July 2001
Thomson Financial 1998 - 2000
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, finance
Tsinghua University 1990 — 1995
PineBridge Investments (formerly AIG Investments) September 2006 - June 2010
UBS 2004 - 2006
Credit Suisse 2003 - 2004
Bio-Rad Laboratories January 2000 - July 2001
Thomson Financial 1998 - 2000
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, finance
Tsinghua University 1990 — 1995
Nick Petri's UBS Experience 2007 - Present
Job
Industry Investment Management
Experience
UBS 2007 - Present
Marsh & McLennan 2006 - 2007
Marsh & McLennan 2005 - 2005
Landmark Partners 2004 - 2004
Education
Trinity College-Hartford 2002 — 2006
BA, Economics
The Rivers School 1996 — 2002
UBS 2007 - Present
Marsh & McLennan 2006 - 2007
Marsh & McLennan 2005 - 2005
Landmark Partners 2004 - 2004
Education
Trinity College-Hartford 2002 — 2006
BA, Economics
The Rivers School 1996 — 2002
Grace Wang's UBS Experience September 2007 - September 2009
Job Equity Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
JPMorgan September 2009 - August 2011
UBS September 2007 - September 2009
HSBC July 2006 - September 2007
Skills
Equities, Investments, Alternative Investments, Financial Modeling, Derivatives, Proprietary Trading, Electronic Trading
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance, Entrepreneurship Management
Tsinghua University 2002 — 2006
B.A., Finance
Fidelity Investments June 2012 - Present
JPMorgan September 2009 - August 2011
UBS September 2007 - September 2009
HSBC July 2006 - September 2007
Skills
Equities, Investments, Alternative Investments, Financial Modeling, Derivatives, Proprietary Trading, Electronic Trading
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance, Entrepreneurship Management
Tsinghua University 2002 — 2006
B.A., Finance
Kristin Carter's UBS Experience February 2015 - Present
Job Executive Team Assistant at UBS Financial Services
Industry Financial Services
Experience
UBS February 2015 - Present
Johns Hopkins Health System February 2012 - January 2015
Education
Towson University 1998 — 2001
BS, Theatre
UBS February 2015 - Present
Johns Hopkins Health System February 2012 - January 2015
Education
Towson University 1998 — 2001
BS, Theatre
Whit Slocum's UBS Experience November 2006 - September 2008
Job Assistant Vice President, Mergers & Acquisitions at Chaffe & Associates, Inc.
Industry Financial Services
Experience
Chaffe & Associates, Inc. August 2011 - Present
Tulane University December 2010 - June 2011
Darwin Fenner Student Managed Fund December 2010 - June 2011
UBS November 2006 - September 2008
Click Tactics September 2005 - November 2006
Skills
Financial Modeling, Asset Managment, Investment Banking, Mutual Funds, Mergers, Wealth Management, Valuation, Bloomberg, Equity Research, Financial Analysis, Corporate Finance, Investments, Due Diligence, Equities, Asset Management, Mergers & Acquisitions, Business Valuation, Equity Valuation, Capital IQ
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Finance, Energy & Intl. Business
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM, Legal Studies in Business
Chaffe & Associates, Inc. August 2011 - Present
Tulane University December 2010 - June 2011
Darwin Fenner Student Managed Fund December 2010 - June 2011
UBS November 2006 - September 2008
Click Tactics September 2005 - November 2006
Skills
Financial Modeling, Asset Managment, Investment Banking, Mutual Funds, Mergers, Wealth Management, Valuation, Bloomberg, Equity Research, Financial Analysis, Corporate Finance, Investments, Due Diligence, Equities, Asset Management, Mergers & Acquisitions, Business Valuation, Equity Valuation, Capital IQ
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Finance, Energy & Intl. Business
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM, Legal Studies in Business
Tanya Sibai's UBS Experience August 2005 - July 2007
Job .
Industry Marketing and Advertising
Experience
BlackRock July 2007 - April 2013
UBS August 2005 - July 2007
Skills
Series 7, Mutual Funds
Education
Tulane University - A.B. Freeman School of Business 2003 — 2005
Business
Tulane University 2001 — 2005
Bachelor of Arts (B.A.), Philosophy
St. marys 1986 — 2001
BlackRock July 2007 - April 2013
UBS August 2005 - July 2007
Skills
Series 7, Mutual Funds
Education
Tulane University - A.B. Freeman School of Business 2003 — 2005
Business
Tulane University 2001 — 2005
Bachelor of Arts (B.A.), Philosophy
St. marys 1986 — 2001
Laura Skarne's UBS Experience August 2012 - December 2013
Job Manager, Compensation & Mobility at Sikorsky Aircraft
Industry Human Resources
Experience
Sikorsky Aircraft January 2014 - Present
UBS August 2012 - December 2013
UBS Wealth Management August 2011 - August 2012
UBS May 2011 - September 2011
UBS November 2010 - December 2010
Skarne Marine September 2009 - October 2010
ITT May 2010 - July 2010
UBS March 2007 - September 2009
UBS March 2002 - October 2006
The Nature Conservancy October 1998 - September 1999
Skills
Employee Relations, Strategy, Human Resources, Leadership, Deferred Compensation, Management, Cross-functional Team..., Project Management, Business Planning, Project Planning, Budgets, Performance Management, Finance, Process Improvement
Education
Trinity University 1994 — 1998
BA, Anthropology
Sikorsky Aircraft January 2014 - Present
UBS August 2012 - December 2013
UBS Wealth Management August 2011 - August 2012
UBS May 2011 - September 2011
UBS November 2010 - December 2010
Skarne Marine September 2009 - October 2010
ITT May 2010 - July 2010
UBS March 2007 - September 2009
UBS March 2002 - October 2006
The Nature Conservancy October 1998 - September 1999
Skills
Employee Relations, Strategy, Human Resources, Leadership, Deferred Compensation, Management, Cross-functional Team..., Project Management, Business Planning, Project Planning, Budgets, Performance Management, Finance, Process Improvement
Education
Trinity University 1994 — 1998
BA, Anthropology
Roland Salluce's UBS Experience 2001 - 2006
Job Global Crisis Manager/Vice President at Citi
Industry Financial Services
Experience
Citi June 2011 - Present
Citi 2006 - June 2011
UBS Wealth Management 2001 - 2006
UBS 2001 - 2006
Merrill Lynch 1996 - 2001
Scholastic 1994 - 1995
MCI 1991 - 1994
Education
Thomas Edison State College 2008 — 2011
BS, Homeland Security & Emergency Management
Citi June 2011 - Present
Citi 2006 - June 2011
UBS Wealth Management 2001 - 2006
UBS 2001 - 2006
Merrill Lynch 1996 - 2001
Scholastic 1994 - 1995
MCI 1991 - 1994
Education
Thomas Edison State College 2008 — 2011
BS, Homeland Security & Emergency Management
Brent Gist's UBS Experience June 2007 - August 2007
Job Sales Trader at Elevation LLC
Industry Financial Services
Experience
Elevation LLC January 2011 - Present
Hansar Capital Management, LLC April 2009 - August 2010
GFI Group June 2008 - August 2008
UBS June 2007 - August 2007
Legg Mason June 2003 - January 2005
Education
Towson University 2008 — 2008
Economics
University of Maryland College Park 2005 — 2007
Elevation LLC January 2011 - Present
Hansar Capital Management, LLC April 2009 - August 2010
GFI Group June 2008 - August 2008
UBS June 2007 - August 2007
Legg Mason June 2003 - January 2005
Education
Towson University 2008 — 2008
Economics
University of Maryland College Park 2005 — 2007
Adam Winn's UBS Experience 2005 - 2005
Job Vice President, Pension Endowment & Foundation Cross Asset Solutions
Industry Financial Services
Experience
Goldman Sachs 2006 - Present
Goldman Sachs 2009 - 2011
Goldman Sachs 2006 - 2009
UBS 2005 - 2005
Skills
Pensions, endowments, Risk Management, Equity Derivatives, Derivatives, FX Hedging, Interest Rate..., Credit Derivatives, Asset Allocation, Volatility, Quantitative Investing, Financial Structuring
Education
Tufts University
Goldman Sachs 2006 - Present
Goldman Sachs 2009 - 2011
Goldman Sachs 2006 - 2009
UBS 2005 - 2005
Skills
Pensions, endowments, Risk Management, Equity Derivatives, Derivatives, FX Hedging, Interest Rate..., Credit Derivatives, Asset Allocation, Volatility, Quantitative Investing, Financial Structuring
Education
Tufts University
Amy Bornstein's UBS Experience 2002 - 2007
Job SVP Balance Sheet Management IT
Industry Financial Services
Experience
HSBC October 2012 - Present
HSBC Securities August 2007 - October 2012
UBS 2002 - 2007
UBS Investment Bank 2001 - 2007
Merrill Lynch 1999 - 2002
Richard A Eisner 1994 - 1998
Skills
Investment Banking, Fixed Income, Change Management, Finance, Business Analysis, Trading Systems, Derivatives, Banking
Education
Tulane University - A.B. Freeman School of Business 1990 — 1994
Bachelor of Science and Management, Accounting
HSBC October 2012 - Present
HSBC Securities August 2007 - October 2012
UBS 2002 - 2007
UBS Investment Bank 2001 - 2007
Merrill Lynch 1999 - 2002
Richard A Eisner 1994 - 1998
Skills
Investment Banking, Fixed Income, Change Management, Finance, Business Analysis, Trading Systems, Derivatives, Banking
Education
Tulane University - A.B. Freeman School of Business 1990 — 1994
Bachelor of Science and Management, Accounting
Fergal Moore's UBS Experience August 1996 - April 1997
Job Managing Director, Head of Infrastructure at RBS Markets and International Banking
Industry Financial Services
Experience
RBS Markets and International Banking September 2013 - Present
RBS Markets & International Banking 2012 - Present
RBS Global Banking & Markets 2008 - August 2013
RBS Greenwich Capital October 2002 - September 2008
Greenwich Capital October 1997 - September 2002
NatWest Markets April 1997 - October 1997
UBS August 1996 - April 1997
JPMorgan 1994 - 1996
Skills
CRM/Sales Technology, Distributed Application..., Web Development, Mobile App Design, Data Analysis, Firewalls, Proxy/Internet, Lotus Notes, Graphic Design
Education
Trinity College, Dublin 1990 — 1994
Bachelor of Arts (B.A.), Moderatorship in Management Science and Industrial Systems Studies
RBS Markets and International Banking September 2013 - Present
RBS Markets & International Banking 2012 - Present
RBS Global Banking & Markets 2008 - August 2013
RBS Greenwich Capital October 2002 - September 2008
Greenwich Capital October 1997 - September 2002
NatWest Markets April 1997 - October 1997
UBS August 1996 - April 1997
JPMorgan 1994 - 1996
Skills
CRM/Sales Technology, Distributed Application..., Web Development, Mobile App Design, Data Analysis, Firewalls, Proxy/Internet, Lotus Notes, Graphic Design
Education
Trinity College, Dublin 1990 — 1994
Bachelor of Arts (B.A.), Moderatorship in Management Science and Industrial Systems Studies
Ken Usdin's UBS Experience April 2000 - March 2004
Job Managing Director at Jefferies & Company
Industry Capital Markets
Experience
Jefferies & Company October 2010 - Present
Bank of America Merrill Lynch March 2004 - October 2010
UBS April 2000 - March 2004
Lehman Brothers April 1998 - April 2000
Federal Reserve Bank of New York August 1995 - April 1998
Skills
Equity Research, Valuation, Financial Modeling, Investments, Sell Side
Education
Tufts University 1991 — 1995
BA, Quantitative Economics
Jefferies & Company October 2010 - Present
Bank of America Merrill Lynch March 2004 - October 2010
UBS April 2000 - March 2004
Lehman Brothers April 1998 - April 2000
Federal Reserve Bank of New York August 1995 - April 1998
Skills
Equity Research, Valuation, Financial Modeling, Investments, Sell Side
Education
Tufts University 1991 — 1995
BA, Quantitative Economics
Sinead Duffy's UBS Experience October 2005 - Present
Job ED at UBS Global Asset Management
Industry Financial Services
Experience
UBS October 2005 - Present
Goldman Sachs Asset Management January 1995 - October 2005
Skills
Fixed Income, Hedge Funds, Derivatives, Asset Managment, Equities, Alternative Investments, Capital Markets, Portfolio Management, Investment Banking, Valuation, Middle Office, Fund Administration, Investments, Bloomberg, Risk Management
Education
Trinity College, Dublin 1989 — 1993
Bachelor of Science (B.S.), Finance
CFA Insitute
CFA
UBS October 2005 - Present
Goldman Sachs Asset Management January 1995 - October 2005
Skills
Fixed Income, Hedge Funds, Derivatives, Asset Managment, Equities, Alternative Investments, Capital Markets, Portfolio Management, Investment Banking, Valuation, Middle Office, Fund Administration, Investments, Bloomberg, Risk Management
Education
Trinity College, Dublin 1989 — 1993
Bachelor of Science (B.S.), Finance
CFA Insitute
CFA
Gabriela Ramirez-Gras's UBS Experience August 2012 - April 2014
Job Head of Strategic Recruiting Americas Private Banking
Industry Financial Services
Experience
Credit Suisse March 2014 - Present
UBS August 2012 - April 2014
BlackRock April 2011 - March 2012
UBS February 2010 - April 2011
UBS June 2006 - February 2010
Merrill Lynch October 2004 - June 2006
Inditex/ZARA Internatinal Inc. September 2003 - September 2004
Bear Stearns August 2002 - September 2003
Merrill Lynch May 2000 - August 2002
Skills
Business Development, Investment Banking, Wealth Management, Portfolio Management, Talent Acquisition, Mergers, Investments, Sourcing, Recruiting, Mergers & Acquisitions, Financial Services, Equities, Management, Finance
Education
Tufts University
Credit Suisse March 2014 - Present
UBS August 2012 - April 2014
BlackRock April 2011 - March 2012
UBS February 2010 - April 2011
UBS June 2006 - February 2010
Merrill Lynch October 2004 - June 2006
Inditex/ZARA Internatinal Inc. September 2003 - September 2004
Bear Stearns August 2002 - September 2003
Merrill Lynch May 2000 - August 2002
Skills
Business Development, Investment Banking, Wealth Management, Portfolio Management, Talent Acquisition, Mergers, Investments, Sourcing, Recruiting, Mergers & Acquisitions, Financial Services, Equities, Management, Finance
Education
Tufts University
Lauren Stahl's UBS Experience August 2009 - May 2013
Job Founder at SPARKITE: Accountability Services
Industry Health, Wellness and Fitness
Experience
SPARKITE January 2014 - Present
UBS August 2009 - May 2013
Skills
Equities, Marketing, Entrepreneurship, Portfolio Management, Leadership, Hedge Funds, Investments, Bloomberg
Education
Tufts University 2005 — 2009
Economics, Entrepreneurial Leadership
SPARKITE January 2014 - Present
UBS August 2009 - May 2013
Skills
Equities, Marketing, Entrepreneurship, Portfolio Management, Leadership, Hedge Funds, Investments, Bloomberg
Education
Tufts University 2005 — 2009
Economics, Entrepreneurial Leadership
David Menegus's UBS Experience June 2006 - September 2009
Job Independent Financial Advisor at Summit Brokerage
Industry Financial Services
Experience
Summit Brokerage October 2009 - Present
Health Education Research Systems, LLC December 2003 - Present
UBS June 2006 - September 2009
UBS Financial Services May 1989 - December 2000
Education
Thomas College 1982 — 1985
MBA, Business
Thomas College 1981 — 1985
BS, Computer Information Systems
Summit Brokerage October 2009 - Present
Health Education Research Systems, LLC December 2003 - Present
UBS June 2006 - September 2009
UBS Financial Services May 1989 - December 2000
Education
Thomas College 1982 — 1985
MBA, Business
Thomas College 1981 — 1985
BS, Computer Information Systems
Ryan Anderson, CFA's UBS Experience July 2010 - Present
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS July 2010 - Present
The Ayco Company, L.P., a Goldman Sachs Company July 2003 - July 2010
Education
Trinity University
Bachelor of Science (B.S.), Business Administration
UBS July 2010 - Present
The Ayco Company, L.P., a Goldman Sachs Company July 2003 - July 2010
Education
Trinity University
Bachelor of Science (B.S.), Business Administration
Fred Middleton CFP®'s UBS Experience February 2003 - May 2006
Job CFO at The Portfolio Management Group inc
Industry Financial Services
Experience
The Portfolio Management Group inc March 2011 - Present
W. R. Taylor & Company LLC May 2006 - March 2011
UBS February 2003 - May 2006
Morgan Stanley May 1999 - February 2003
Skills
Investments, Equities
Education
Troy University 2003 — 2004
Master's degree
The Portfolio Management Group inc March 2011 - Present
W. R. Taylor & Company LLC May 2006 - March 2011
UBS February 2003 - May 2006
Morgan Stanley May 1999 - February 2003
Skills
Investments, Equities
Education
Troy University 2003 — 2004
Master's degree
David Smelser's UBS Experience Executive Director, Senior Credit OfficerUBS Investment Bank1996 - Present
Job Senior Credit Officer at UBS
Industry Investment Banking
Experience
UBS Executive Director, Senior Credit OfficerUBS Investment Bank1996 - Present
The Chase Manhattan Bank August 1982 - February 1996
Skills
Mergers & Acquisitions, Capital Markets, Credit, Credit Analysis, Fixed Income, Investment Banking, Derivatives, Hedge Funds, Mergers, Equities, Risk Management, Portfolio Management
Education
Thunderbird School of Global Management 1979 — 1980
Master of International Management, Finance/Accounting
University of Miami 1977 — 1979
Bachelor of Arts, Foreign Languages / Politics and Public Policy
Rhodes College 1975 — 1977
UBS Executive Director, Senior Credit OfficerUBS Investment Bank1996 - Present
The Chase Manhattan Bank August 1982 - February 1996
Skills
Mergers & Acquisitions, Capital Markets, Credit, Credit Analysis, Fixed Income, Investment Banking, Derivatives, Hedge Funds, Mergers, Equities, Risk Management, Portfolio Management
Education
Thunderbird School of Global Management 1979 — 1980
Master of International Management, Finance/Accounting
University of Miami 1977 — 1979
Bachelor of Arts, Foreign Languages / Politics and Public Policy
Rhodes College 1975 — 1977
Winston Lacayo's UBS Experience January 1999 - March 2003
Job Investment Banker
Industry Investment Banking
Experience
a January 2006 - Present
UBS January 1999 - March 2003
UBS Warburg January 1995 - 1999
Swiss Bank Corporation July 1986 - January 1995
NSHMBA New York 1988 - 1991
Skills
Investment Banking
Education
University of Rochester - Simon Business School 1984 — 1986
MBA, Finance
Tulane University 1980 — 1984
BSE, Chemical Engineering
a January 2006 - Present
UBS January 1999 - March 2003
UBS Warburg January 1995 - 1999
Swiss Bank Corporation July 1986 - January 1995
NSHMBA New York 1988 - 1991
Skills
Investment Banking
Education
University of Rochester - Simon Business School 1984 — 1986
MBA, Finance
Tulane University 1980 — 1984
BSE, Chemical Engineering
David D'Herete's UBS Experience
Job Wealth Advisor at UBS
Industry Financial Services
Experience
UBS
Education
Tulane University 1985 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
UBS
Education
Tulane University 1985 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jarret Voigt's UBS Experience April 2013 - Present
Job Data Analyst / Business Manager IPS Investment Risk at UBS
Industry Information Technology and Services
Experience
UBS April 2013 - Present
UBS Investment Bank March 2008 - April 2013
UBS Investment Bank March 2006 - February 2008
UBS Investment Bank July 2000 - February 2006
Skills
Strategic Planning, SQL, Business Analysis, Project Management, Java, Microsoft Excel, Risk Management, Microsoft Office, Fixed Income, Change Management, Team Leadership, C#, ION Marketview, Securities Lending, Hibernate, Electronic Trading..., Visual Studio, Subversion, Eclipse, Electronic Trading, Market Data, Banking, Trading Systems, Oracle SQL, Financial Markets, Trading
Education
The University of Winnipeg
BSc, Business Computing
UBS April 2013 - Present
UBS Investment Bank March 2008 - April 2013
UBS Investment Bank March 2006 - February 2008
UBS Investment Bank July 2000 - February 2006
Skills
Strategic Planning, SQL, Business Analysis, Project Management, Java, Microsoft Excel, Risk Management, Microsoft Office, Fixed Income, Change Management, Team Leadership, C#, ION Marketview, Securities Lending, Hibernate, Electronic Trading..., Visual Studio, Subversion, Eclipse, Electronic Trading, Market Data, Banking, Trading Systems, Oracle SQL, Financial Markets, Trading
Education
The University of Winnipeg
BSc, Business Computing
David Polak's UBS Experience April 1984 - December 2001
Job Vice President at Capital Group
Industry Investment Management
Experience
Capital Group Managing DirectorDeutsche BankJanuary 2002 - December 2004
UBS April 1984 - December 2001
Education
UCL 1978 — 1981
Economics, Economics and Economic History
Capital Group Managing DirectorDeutsche BankJanuary 2002 - December 2004
UBS April 1984 - December 2001
Education
UCL 1978 — 1981
Economics, Economics and Economic History
Emanuel Pizaña's UBS Experience 2008 - 2009
Job Senior Financial Analyst at AIG
Industry Financial Services
Experience
AIG 2015 - Present
Thomson Reuters 2010 - December 2013
UBS 2008 - 2009
Goldman Sachs 2006 - 2007
Morgan Stanley 2005 - 2006
Skills
Financial Modeling, Equities, Fixed Income, Hedge Funds, Portfolio Management, Valuation, Bloomberg, Corporate Finance, Financial Analysis, Derivatives, Equity Research, Strategy, Finance, Financial Risk, Forecasting, Analysis, Accounting
Education
Tufts University 2000 — 2004
BA, Economics
CFA Institute
AIG 2015 - Present
Thomson Reuters 2010 - December 2013
UBS 2008 - 2009
Goldman Sachs 2006 - 2007
Morgan Stanley 2005 - 2006
Skills
Financial Modeling, Equities, Fixed Income, Hedge Funds, Portfolio Management, Valuation, Bloomberg, Corporate Finance, Financial Analysis, Derivatives, Equity Research, Strategy, Finance, Financial Risk, Forecasting, Analysis, Accounting
Education
Tufts University 2000 — 2004
BA, Economics
CFA Institute
David Farhadi's UBS Experience 2002 - 2004
Job Senior Analyst at Hutchin Hill Capital
Industry Investment Management
Experience
Hutchin Hill Capital May 2011 - Present
Fred Alger Management July 2008 - May 2011
Pequot Capital September 2006 - December 2007
Citadel Investment Group May 2004 - March 2006
UBS 2002 - 2004
McKinsey & Company 2001 - 2002
Hospital of the University of Pennsylvania July 1996 - June 1999
Tulane University School of Medicine July 1995 - June 1996
Tulane University School of Medicine July 1992 - June 1995
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Healthcare
Tulane University School of Medicine 1988 — 1992
MD
University of Rochester 1983 — 1987
BA
Buckingham Browne & Nichols 1977 — 1983
Hutchin Hill Capital May 2011 - Present
Fred Alger Management July 2008 - May 2011
Pequot Capital September 2006 - December 2007
Citadel Investment Group May 2004 - March 2006
UBS 2002 - 2004
McKinsey & Company 2001 - 2002
Hospital of the University of Pennsylvania July 1996 - June 1999
Tulane University School of Medicine July 1995 - June 1996
Tulane University School of Medicine July 1992 - June 1995
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Healthcare
Tulane University School of Medicine 1988 — 1992
MD
University of Rochester 1983 — 1987
BA
Buckingham Browne & Nichols 1977 — 1983
Daniel Baum's UBS Experience March 2006 - February 2008
Job Investments at SPNY Capital
Industry Investment Management
Experience
SPNY Capital LP March 2008 - Present
UBS March 2006 - February 2008
UBS September 2003 - February 2006
HSBC January 2000 - September 2003
Republic National Bank February 1998 - January 2000
Skills
Fluent in Spanish and..., Wealth Management, Fixed Income, Alternative Investments, Investment Advisory, Investment Strategies, Equities, Hedge Funds, Private Banking, Portfolio Management, Asset Allocation, Investments, Derivatives, Capital Markets, Banking
Education
Thunderbird School of Global Management 1996 — 1997
MBA, Finance
Universidad Metropolitana (VE) 1988 — 1994
Business Administration - Management
SPNY Capital LP March 2008 - Present
UBS March 2006 - February 2008
UBS September 2003 - February 2006
HSBC January 2000 - September 2003
Republic National Bank February 1998 - January 2000
Skills
Fluent in Spanish and..., Wealth Management, Fixed Income, Alternative Investments, Investment Advisory, Investment Strategies, Equities, Hedge Funds, Private Banking, Portfolio Management, Asset Allocation, Investments, Derivatives, Capital Markets, Banking
Education
Thunderbird School of Global Management 1996 — 1997
MBA, Finance
Universidad Metropolitana (VE) 1988 — 1994
Business Administration - Management
Russell Crow's UBS Experience 2009 - Present
Job Private Wealth Management UBS
Industry Financial Services
Experience
UBS 2009 - Present
Goldman Sachs 2002 - 2009
Morgan Stanley 1998 - 2002
Education
Thunderbird School of Global Management 1996 — 1998
UBS 2009 - Present
Goldman Sachs 2002 - 2009
Morgan Stanley 1998 - 2002
Education
Thunderbird School of Global Management 1996 — 1998
Scott A. Osborne's UBS Experience October 2014 - Present
Job Wealth Strategy Associate at UBS
Industry Banking
Experience
UBS October 2014 - Present
East Bend Baptist Church November 2009 - Present
Union Savings Bank February 2013 - October 2014
Ameriprise Financial Services, Inc. February 2011 - February 2013
Union Savings Bank February 2009 - February 2011
Morgan Stanley January 2007 - November 2007
United States Marine Corps August 1994 - January 2001
Education
Union University 2014 — 2015
Completing a MCS Degree, Christian Studies
Thomas More College 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
UBS October 2014 - Present
East Bend Baptist Church November 2009 - Present
Union Savings Bank February 2013 - October 2014
Ameriprise Financial Services, Inc. February 2011 - February 2013
Union Savings Bank February 2009 - February 2011
Morgan Stanley January 2007 - November 2007
United States Marine Corps August 1994 - January 2001
Education
Union University 2014 — 2015
Completing a MCS Degree, Christian Studies
Thomas More College 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jim Ghannam's UBS Experience February 1999 - November 2002
Job Financial Services Professional
Industry Financial Services
Experience
State Farm Insurance December 2011 - Present
State Farm Insurance January 2007 - December 2011
State Farm Insurance November 2002 - January 2007
UBS February 1999 - November 2002
Charter One and Comerica Banks March 1995 - January 1998
Skills
Financial Services,..., IRAs, Retirement, Series 7, 401k Rollovers, Long Term Care Insurance, Series 63, College Savings Plans, Wealth Management, Disability Insurance, Long-term Care, 529 Plans, Roth IRA, Uniform Combined State..., Investments, Financial Services
Education
Thomas M. Cooley Law School 1980 — 1983
JD, Law
University of Michigan 1976 — 1979
BA, Political Science
State Farm Insurance December 2011 - Present
State Farm Insurance January 2007 - December 2011
State Farm Insurance November 2002 - January 2007
UBS February 1999 - November 2002
Charter One and Comerica Banks March 1995 - January 1998
Skills
Financial Services,..., IRAs, Retirement, Series 7, 401k Rollovers, Long Term Care Insurance, Series 63, College Savings Plans, Wealth Management, Disability Insurance, Long-term Care, 529 Plans, Roth IRA, Uniform Combined State..., Investments, Financial Services
Education
Thomas M. Cooley Law School 1980 — 1983
JD, Law
University of Michigan 1976 — 1979
BA, Political Science
Margaretta Clarke's UBS Experience 2001 - 2005
Job Partner at Preferred Medical Billing Consultants
Industry Hospital & Health Care
Experience
Preferred Medical Billing Consultants January 2008 - Present
UBS 2001 - 2005
Skills
Mergers & Acquisitions, Financial Analysis, Financial Modeling
Education
Touro College
Preferred Medical Billing Consultants January 2008 - Present
UBS 2001 - 2005
Skills
Mergers & Acquisitions, Financial Analysis, Financial Modeling
Education
Touro College
Bjorn Hauerbach's UBS Experience July 2008 - December 2009
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Army January 1987 - January 2015
Edward Jones July 2014 - September 2014
UBS Financial Services Inc. June 2012 - July 2014
UBS July 2008 - December 2009
UBS December 1999 - July 2008
Merrill Lynch August 1997 - December 1999
Skills
Team Leadership, Process Improvement, Analysis, Leadership, Management, Operations Management, Finance, Program Management, Training, Financial Analysis, Budgets, Military, Contract Negotiation, Security Clearance, Strategic Planning, Team Building, DoD, Government, Customer Service, Military Operations, Operational Planning, Military Experience, National Security
Education
UC Irvine, Extension 2015 — 2015
Personal Financial Planning, Personal Financial Planning
Woodbury University 1994 — 1997
MBA, Finance
UCSD 1981 — 1987
BA, Urban Studies and Planning
Army January 1987 - January 2015
Edward Jones July 2014 - September 2014
UBS Financial Services Inc. June 2012 - July 2014
UBS July 2008 - December 2009
UBS December 1999 - July 2008
Merrill Lynch August 1997 - December 1999
Skills
Team Leadership, Process Improvement, Analysis, Leadership, Management, Operations Management, Finance, Program Management, Training, Financial Analysis, Budgets, Military, Contract Negotiation, Security Clearance, Strategic Planning, Team Building, DoD, Government, Customer Service, Military Operations, Operational Planning, Military Experience, National Security
Education
UC Irvine, Extension 2015 — 2015
Personal Financial Planning, Personal Financial Planning
Woodbury University 1994 — 1997
MBA, Finance
UCSD 1981 — 1987
BA, Urban Studies and Planning
Samuel Adler's UBS Experience September 2014 - Present
Job Software Engineer at UBS
Industry Information Technology and Services
Experience
UBS September 2014 - Present
FDM Group May 2013 - June 2014
FDM Group December 2012 - April 2013
Lawrence Berkeley National Laboratory June 2012 - September 2012
HASC (Hebrew Academy for Special Children) October 2011 - May 2012
Touro College November 2010 - January 2012
Camp Chaverim June 2011 - August 2011
JEP (Jewish Education Program) of Long Island / Camp Nageela July 2008 - October 2010
Judaica Plaza October 2007 - July 2008
Skills
Java, Programming, MySQL, Statistics, C++, JavaScript, Customer Service, Python, Unix Shell Scripting, Microsoft Excel, HTML, High Performance..., Tutoring, User Acceptance Testing, Unix
Education
Touro College 2008 — 2012
Bachelor of Science (B.S.), Mathematics, 3.98
Brooklyn College 2012 — 2012
Mathematics and Computer Science
UBS September 2014 - Present
FDM Group May 2013 - June 2014
FDM Group December 2012 - April 2013
Lawrence Berkeley National Laboratory June 2012 - September 2012
HASC (Hebrew Academy for Special Children) October 2011 - May 2012
Touro College November 2010 - January 2012
Camp Chaverim June 2011 - August 2011
JEP (Jewish Education Program) of Long Island / Camp Nageela July 2008 - October 2010
Judaica Plaza October 2007 - July 2008
Skills
Java, Programming, MySQL, Statistics, C++, JavaScript, Customer Service, Python, Unix Shell Scripting, Microsoft Excel, HTML, High Performance..., Tutoring, User Acceptance Testing, Unix
Education
Touro College 2008 — 2012
Bachelor of Science (B.S.), Mathematics, 3.98
Brooklyn College 2012 — 2012
Mathematics and Computer Science
Kelly Stein's UBS Experience June 2012 - August 2012
Job Tulane University Public Health & Communication
Industry Higher Education
Experience
Austin Children's Services June 2014 - August 2014
Lagniappe Academies of New Orleans January 2014 - June 2014
Manhattan Jack April 2013 - August 2013
Ark.com December 2012 - May 2013
UBS June 2012 - August 2012
Cooper Aerobics May 2012 - August 2012
UT Southwestern Medical Center at Dallas September 2009 - May 2010
Skills
Research, Public Speaking, Public Health, Health Promotion, Volunteer Management, Fundraising, Event Planning, Nonprofits
Education
Tulane University 2011 — 2015
BS in Public Health, BA in Communication, Development Economics and International Development, GPA: 3.6
Austin Children's Services June 2014 - August 2014
Lagniappe Academies of New Orleans January 2014 - June 2014
Manhattan Jack April 2013 - August 2013
Ark.com December 2012 - May 2013
UBS June 2012 - August 2012
Cooper Aerobics May 2012 - August 2012
UT Southwestern Medical Center at Dallas September 2009 - May 2010
Skills
Research, Public Speaking, Public Health, Health Promotion, Volunteer Management, Fundraising, Event Planning, Nonprofits
Education
Tulane University 2011 — 2015
BS in Public Health, BA in Communication, Development Economics and International Development, GPA: 3.6
Sanborn Richard's UBS Experience August 1994 - May 2009
Job Senior Vice President Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2009 - Present
UBS August 1994 - May 2009
Citibank NA July 1978 - August 1994
Skills
Wealth Management, International Wealth...
Education
Thunderbird School of Global Management 1977 — 1978
Trinity University 1973 — 1977
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley Wealth Management May 2009 - Present
UBS August 1994 - May 2009
Citibank NA July 1978 - August 1994
Skills
Wealth Management, International Wealth...
Education
Thunderbird School of Global Management 1977 — 1978
Trinity University 1973 — 1977
Bachelor of Science (BS), Business Administration and Management, General
Josh Yeager's UBS Experience May 2009 - August 2009
Job Thirdyear law student
Industry
Experience
Louisiana Fourth Circuit Court of Appeals May 2013 - Present
Northcutt Media January 2010 - May 2010
UBS May 2009 - August 2009
Global Spectrum May 2008 - August 2008
Education
Tulane University Law School 2012 — 2015
University of South Carolina-Columbia 2006 — 2010
B.S. in Sport an Entertainment Management
Louisiana Fourth Circuit Court of Appeals May 2013 - Present
Northcutt Media January 2010 - May 2010
UBS May 2009 - August 2009
Global Spectrum May 2008 - August 2008
Education
Tulane University Law School 2012 — 2015
University of South Carolina-Columbia 2006 — 2010
B.S. in Sport an Entertainment Management
Jamie Launius's UBS Experience August 2008 - August 2009
Job Procurement Professional | RPCV
Industry International Affairs
Experience
Georgia-Pacific LLC June 2013 - Present
Peace Corps August 2010 - July 2012
U.S. Census Bureau -- Census Coverage Management 2010 - 2010
UBS August 2008 - August 2009
EcoFacilitation January 2007 - June 2007
Masterfoods, USA August 2005 - June 2006
Georgia-Pacific LLC October 2004 - June 2005
Skills
Transportation, Logistics, Finance, Microsoft Applications, SAP, RetailLink, Sustainability, RFID+, Project Management, Grant Writing, Budgets
Education
Ecole supérieure de Commerce de Toulouse 2006 — 2007
Master of Management, Management and Sustainable Development
University of Arkansas at Fayetteville 2005 — 2006
Master of Business Administration (MBA), International Business
University of Arkansas at Fayetteville 1999 — 2003
Bachelor of Science (BS), Industrial Engineering
Georgia-Pacific LLC June 2013 - Present
Peace Corps August 2010 - July 2012
U.S. Census Bureau -- Census Coverage Management 2010 - 2010
UBS August 2008 - August 2009
EcoFacilitation January 2007 - June 2007
Masterfoods, USA August 2005 - June 2006
Georgia-Pacific LLC October 2004 - June 2005
Skills
Transportation, Logistics, Finance, Microsoft Applications, SAP, RetailLink, Sustainability, RFID+, Project Management, Grant Writing, Budgets
Education
Ecole supérieure de Commerce de Toulouse 2006 — 2007
Master of Management, Management and Sustainable Development
University of Arkansas at Fayetteville 2005 — 2006
Master of Business Administration (MBA), International Business
University of Arkansas at Fayetteville 1999 — 2003
Bachelor of Science (BS), Industrial Engineering
Sackett Cook's UBS Experience 1998 - 2002
Job Portfolio Manager International, Cramer Rosenthal McGlynn
Industry Investment Management
Experience
Cramer Rosenthal McGlynn April 2010 - Present
MENEMSHA Capital Group January 2005 - December 2007
Execution Limited 2002 - 2004
UBS 1998 - 2002
Fox Pitt kelton 1995 - 1998
Education
Tulane University 1988 — 1991
Bachelor of Arts (B.A.), Economics
Calvert school
Gilman School
Cramer Rosenthal McGlynn April 2010 - Present
MENEMSHA Capital Group January 2005 - December 2007
Execution Limited 2002 - 2004
UBS 1998 - 2002
Fox Pitt kelton 1995 - 1998
Education
Tulane University 1988 — 1991
Bachelor of Arts (B.A.), Economics
Calvert school
Gilman School
Matthew Gault's UBS Experience January 2014 - April 2014
Job Compensation Analyst at Fresenius Medical Care
Industry Human Resources
Experience
Fresenius Medical Care August 2015 - Present
Patriot Energy Group October 2014 - August 2015
UBS January 2014 - April 2014
Vector Marketing May 2013 - August 2013
Vector Marketing May 2013 - August 2013
Junior Achievement Argentina August 2012 - December 2012
Skills
Merchandising, Sales, Retail, Time Management, Direct Sales, Teamwork
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts, Economics and Hispanic Studies
Institute for Study Abroad Butler University 2012 — 2012
Universidad de Buenos Aires 2012 — 2012
Newton North High School 2006 — 2010
Fresenius Medical Care August 2015 - Present
Patriot Energy Group October 2014 - August 2015
UBS January 2014 - April 2014
Vector Marketing May 2013 - August 2013
Vector Marketing May 2013 - August 2013
Junior Achievement Argentina August 2012 - December 2012
Skills
Merchandising, Sales, Retail, Time Management, Direct Sales, Teamwork
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts, Economics and Hispanic Studies
Institute for Study Abroad Butler University 2012 — 2012
Universidad de Buenos Aires 2012 — 2012
Newton North High School 2006 — 2010
Joseph McMahan's UBS Experience August 2015 - Present
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS August 2015 - Present
BioSIPs Inc. 2010 - Present
Merrill Lynch 2013 - 2014
BB&T 2012 - 2013
Skills
Wealth Management, Financial Planning, Wealth Preservation..., Estate Planning, Charitable Gift Planning, Succession Planning, Investments, Life Insurance, Long Term Care Insurance, Social Security
Education
Transylvania University 2004 — 2009
Bachelor of Arts (B.A.), Business Administration
UBS August 2015 - Present
BioSIPs Inc. 2010 - Present
Merrill Lynch 2013 - 2014
BB&T 2012 - 2013
Skills
Wealth Management, Financial Planning, Wealth Preservation..., Estate Planning, Charitable Gift Planning, Succession Planning, Investments, Life Insurance, Long Term Care Insurance, Social Security
Education
Transylvania University 2004 — 2009
Bachelor of Arts (B.A.), Business Administration
Pepper Anderson's UBS Experience July 1996 - April 1997
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 1997 - Present
UBS July 1996 - April 1997
Meredith Martin & Kaye November 1994 - July 1996
Bear Stearns November 1993 - November 1994
Education
Tulane University 1989 — 1993
Bachelor of Arts (B.A.), Latin American Studies
J.P. Morgan April 1997 - Present
UBS July 1996 - April 1997
Meredith Martin & Kaye November 1994 - July 1996
Bear Stearns November 1993 - November 1994
Education
Tulane University 1989 — 1993
Bachelor of Arts (B.A.), Latin American Studies
Jack Eisenkramer's UBS Experience 1995 - 2008
Job Managing Director at Certitude Advisors LLC
Industry Investment Management
Experience
Certitude Advisors LLC 2014 - Present
Kenilworth Asset Management 2011 - 2014
Chicago Investment Group 2008 - 2011
UBS 1995 - 2008
Invex. 1992 - 1995
Education
Tulane University
Master of Public Health (MPH)
Tulane University
Bachelor of Science (B.Sc.)
Certitude Advisors LLC 2014 - Present
Kenilworth Asset Management 2011 - 2014
Chicago Investment Group 2008 - 2011
UBS 1995 - 2008
Invex. 1992 - 1995
Education
Tulane University
Master of Public Health (MPH)
Tulane University
Bachelor of Science (B.Sc.)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.