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
Rodrigo Wolschick Rodrigo Wolschick's UBS Experience November 2007 - July 2008
Job Consultant @ ThoughtWorks
Industry Information Technology and Services
Experience
ThoughtWorks February 2010 - Present
Ilexware Informatica August 2008 - February 2010
UBS November 2007 - July 2008
Develop IT Solutions July 2007 - October 2007
Universal Studios December 2006 - May 2007
Ampix Software March 2005 - November 2006
Lucamo Contabilidade March 1997 - February 2005
Skills
TDD, Spring, Agile Methodologies, BDD, JavaScript, Extreme Programming, Ruby on Rails, Scrum, Hibernate, Test Driven Development, Continuous Integration, Ruby, JUnit, Agile Project Management, Java, Maven, Software Development, JPA, Web Services, Git, Ant, REST, MVC, Tomcat, Java Enterprise Edition, Subversion, SOA, MongoDB, Waterfall, Notepad, Microsoft Word, MS-DOS, Jokes, Email, Loyalty Programs, Video Games, JSF, Continuous Delivery, Jenkins, Selenium, UML, Design Patterns, Meat, EJB, OOP, Unit Testing, Scala, Object Oriented Design, Groovy
Education
Universidade do Sul de Santa Catarina 2012 — 2014
Bachelor's Degree, Business Administration and Management, General
Universidade do Sul de Santa Catarina 2008 — 2010
Associate's Degree, IT Management
Unisc 2002 — 2006
Computer Science
ThoughtWorks February 2010 - Present
Ilexware Informatica August 2008 - February 2010
UBS November 2007 - July 2008
Develop IT Solutions July 2007 - October 2007
Universal Studios December 2006 - May 2007
Ampix Software March 2005 - November 2006
Lucamo Contabilidade March 1997 - February 2005
Skills
TDD, Spring, Agile Methodologies, BDD, JavaScript, Extreme Programming, Ruby on Rails, Scrum, Hibernate, Test Driven Development, Continuous Integration, Ruby, JUnit, Agile Project Management, Java, Maven, Software Development, JPA, Web Services, Git, Ant, REST, MVC, Tomcat, Java Enterprise Edition, Subversion, SOA, MongoDB, Waterfall, Notepad, Microsoft Word, MS-DOS, Jokes, Email, Loyalty Programs, Video Games, JSF, Continuous Delivery, Jenkins, Selenium, UML, Design Patterns, Meat, EJB, OOP, Unit Testing, Scala, Object Oriented Design, Groovy
Education
Universidade do Sul de Santa Catarina 2012 — 2014
Bachelor's Degree, Business Administration and Management, General
Universidade do Sul de Santa Catarina 2008 — 2010
Associate's Degree, IT Management
Unisc 2002 — 2006
Computer Science
Fabiola Rutzen Fabiola Rutzen's UBS Experience March 2003 - Present
Job Senior Financial Analyst Associate Director en UBS
Industry Financial Services
Experience
UBS March 2003 - Present
Skills
Financial Analysis, Finance, Financial Reporting, Accounting, Microsoft Excel, Internal Controls, Data Analysis, PowerPoint, Financial Accounting, Sarbanes-Oxley Act, Process Improvement, Microsoft Office, Managerial Finance
Education
University of New Orleans 2011 — 2012
Master of Business Administration (MBA), Accounting and Finance
Universidad de Puerto Rico 1998 — 2002
Bachelor of Business Administration (BBA), Finance and Marketing
UBS March 2003 - Present
Skills
Financial Analysis, Finance, Financial Reporting, Accounting, Microsoft Excel, Internal Controls, Data Analysis, PowerPoint, Financial Accounting, Sarbanes-Oxley Act, Process Improvement, Microsoft Office, Managerial Finance
Education
University of New Orleans 2011 — 2012
Master of Business Administration (MBA), Accounting and Finance
Universidad de Puerto Rico 1998 — 2002
Bachelor of Business Administration (BBA), Finance and Marketing
Miles Corn Miles Corn's UBS Experience June 2011 - August 2011
Job Business Development Account Manager at Nettitude Group
Industry Information Technology and Services
Experience
Nettitude Group March 2015 - Present
Northwestern Mutual May 2014 - February 2015
Coastal Advisors, LLC April 2013 - April 2014
RTB MEDIA April 2013 - November 2013
Forster & Garbus, LLP June 2012 - September 2012
UBS June 2011 - August 2011
Skills
Cyber Defense, Cyber-security, Penetration Testing, Microsoft Office, Microsoft Word, PowerPoint, Finance, Accounts Payable, Data Analysis, Analysis, PCI DSS, Accounting, Life Insurance, Retirement Planning, Financial Planning, Insurance, GRC, Network Security
Education
University of Maryland College Park 2010 — 2014
Economics
Universitat Autònoma de Barcelona 2013 — 2013
Economics
Roslyn High School
Nettitude Group March 2015 - Present
Northwestern Mutual May 2014 - February 2015
Coastal Advisors, LLC April 2013 - April 2014
RTB MEDIA April 2013 - November 2013
Forster & Garbus, LLP June 2012 - September 2012
UBS June 2011 - August 2011
Skills
Cyber Defense, Cyber-security, Penetration Testing, Microsoft Office, Microsoft Word, PowerPoint, Finance, Accounts Payable, Data Analysis, Analysis, PCI DSS, Accounting, Life Insurance, Retirement Planning, Financial Planning, Insurance, GRC, Network Security
Education
University of Maryland College Park 2010 — 2014
Economics
Universitat Autònoma de Barcelona 2013 — 2013
Economics
Roslyn High School
Jonathan Axel Schmucler Jonathan Axel Schmucler's UBS Experience March 2009 - April 2009
Job Strategic Partner Manager en YouTube
Industry Entertainment
Experience
YouTube October 2013 - Present
Google April 2013 - October 2013
Google January 2012 - March 2013
Google June 2011 - December 2011
L'Oréal August 2010 - December 2010
L'Oréal April 2010 - June 2010
UBS March 2009 - April 2009
Plusfemme S.R.L. December 2006 - March 2007
NCR Argentina April 2006 - July 2006
Skills
Google Adwords, Google Analytics, Google Docs, Google Apps, Google Maps, YouTube, Google+, Facebook Marketing, Microsoft Office, SAP, Facebook, Windows, Mac, Facebook Fan Page..., Publicidad en Internet, Marketing digital
Education
Universidad de San Andres 2012 — 2013
Master's degree, Marketing
Hochschule für Wirtschaft und Recht Berlin 2009 — 2010
Intercambio, Economia Empresarial
2007 — 2010
Licenciado, Economia Empresarial, 7.90/10 (Top 15%)
Instituto Libre de Segunda Enseñanza 2002 — 2006
Bachiller, 8/10
YouTube October 2013 - Present
Google April 2013 - October 2013
Google January 2012 - March 2013
Google June 2011 - December 2011
L'Oréal August 2010 - December 2010
L'Oréal April 2010 - June 2010
UBS March 2009 - April 2009
Plusfemme S.R.L. December 2006 - March 2007
NCR Argentina April 2006 - July 2006
Skills
Google Adwords, Google Analytics, Google Docs, Google Apps, Google Maps, YouTube, Google+, Facebook Marketing, Microsoft Office, SAP, Facebook, Windows, Mac, Facebook Fan Page..., Publicidad en Internet, Marketing digital
Education
Universidad de San Andres 2012 — 2013
Master's degree, Marketing
Hochschule für Wirtschaft und Recht Berlin 2009 — 2010
Intercambio, Economia Empresarial
2007 — 2010
Licenciado, Economia Empresarial, 7.90/10 (Top 15%)
Instituto Libre de Segunda Enseñanza 2002 — 2006
Bachiller, 8/10
Jared Edy Jared Edy's UBS Experience August 2010 - October 2011
Job 777X Financial Planning Analyst at Boeing
Industry Aviation & Aerospace
Experience
Boeing April 2015 - Present
The Boeing Company June 2014 - April 2015
The Boeing Company June 2013 - June 2014
The Boeing Company June 2012 - June 2013
UBS August 2010 - October 2011
Global Sales & Marketing June 2008 - September 2011
International Delicacies June 2009 - August 2009
Skills
Financial Analysis, Forecasting, Sales, Data Analysis, Microsoft Office, Financial Modeling, Microsoft Excel, Team Leadership, Market Research, Long Range Business..., Proposal Management, Contract Management, Budget Management, Developing Client..., Accounts Receivable, PowerPoint, Presentations, Writing, World Affairs, Phone Skills
Education
University of Southern California 2008 — 2012
Bachelor's Degree
Universidad de Navarra 2011 — 2011
Boeing April 2015 - Present
The Boeing Company June 2014 - April 2015
The Boeing Company June 2013 - June 2014
The Boeing Company June 2012 - June 2013
UBS August 2010 - October 2011
Global Sales & Marketing June 2008 - September 2011
International Delicacies June 2009 - August 2009
Skills
Financial Analysis, Forecasting, Sales, Data Analysis, Microsoft Office, Financial Modeling, Microsoft Excel, Team Leadership, Market Research, Long Range Business..., Proposal Management, Contract Management, Budget Management, Developing Client..., Accounts Receivable, PowerPoint, Presentations, Writing, World Affairs, Phone Skills
Education
University of Southern California 2008 — 2012
Bachelor's Degree
Universidad de Navarra 2011 — 2011
Isabella Garcia Isabella Garcia's UBS Experience June 2011 - August 2011
Job JD Candidate
Industry Law Practice
Experience
McConnell Valdes June 2014 - August 2014
McConnell Valdes June 2013 - August 2013
UBS June 2011 - August 2011
UBS June 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Legal Research, Spanish, Legal Writing, English, LexisNexis
Education
University of Puerto Rico School of Law 2012 — 2015
Doctor of Law (JD)
Villanova University 2008 — 2012
Bachelor of Arts (BA), English Literature (British and Commonwealth); Gender and Women's Studies
Universitat de Barcelona
Academia del Perpetuo Socorro 1995 — 2008
McConnell Valdes June 2014 - August 2014
McConnell Valdes June 2013 - August 2013
UBS June 2011 - August 2011
UBS June 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Legal Research, Spanish, Legal Writing, English, LexisNexis
Education
University of Puerto Rico School of Law 2012 — 2015
Doctor of Law (JD)
Villanova University 2008 — 2012
Bachelor of Arts (BA), English Literature (British and Commonwealth); Gender and Women's Studies
Universitat de Barcelona
Academia del Perpetuo Socorro 1995 — 2008
Phillip Ebner Phillip Ebner's UBS Experience January 2009 - January 2012
Job Senior Vice President at U.S. Trust, Bank of America
Industry Financial Services
Experience
U.S. Trust, Bank of America December 2014 - Present
North Sky Capital October 2012 - June 2014
UBS January 2009 - January 2012
Skills
CFP, CAIA, Alternative Investments, Asset Allocation, Series 7, Hedge Funds, Wealth Management, Asset Managment, Investments, Equities, Investment Management, Mutual Funds, Investment Advisory, Fixed Income, ETFs, Portfolio Management, Series 63
Education
University of Minnesota - Carlson School of Management 1990 — 1994
Bachelor of Arts (B.A.)
United States Military Academy at West Point 1989 — 1990
Hudson High School; Hudson, Ohio 1985 — 1989
U.S. Trust, Bank of America December 2014 - Present
North Sky Capital October 2012 - June 2014
UBS January 2009 - January 2012
Skills
CFP, CAIA, Alternative Investments, Asset Allocation, Series 7, Hedge Funds, Wealth Management, Asset Managment, Investments, Equities, Investment Management, Mutual Funds, Investment Advisory, Fixed Income, ETFs, Portfolio Management, Series 63
Education
University of Minnesota - Carlson School of Management 1990 — 1994
Bachelor of Arts (B.A.)
United States Military Academy at West Point 1989 — 1990
Hudson High School; Hudson, Ohio 1985 — 1989
Anna Howell Anna Howell's UBS Experience June 2010 - August 2010
Job ERS Senior Consultant at Deloitte
Industry Accounting
Experience
Deloitte July 2013 - Present
Eastman Chemical Company May 2012 - August 2012
UBS June 2010 - August 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Accounting, Governance, IT Controls, IT Audit, Sarbanes-Oxley Act, SAP, Internal Controls, Excel, Auditing, Enterprise Risk..., Leadership, Financial Accounting
Education
University of Tennessee-Knoxville 2008 — 2013
Business, Accounting with collateral in Information Management and Spanish
Universidad de Murcia 2011 — 2011
Dept. of Arts and Sciences, Spanish
Deloitte July 2013 - Present
Eastman Chemical Company May 2012 - August 2012
UBS June 2010 - August 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Accounting, Governance, IT Controls, IT Audit, Sarbanes-Oxley Act, SAP, Internal Controls, Excel, Auditing, Enterprise Risk..., Leadership, Financial Accounting
Education
University of Tennessee-Knoxville 2008 — 2013
Business, Accounting with collateral in Information Management and Spanish
Universidad de Murcia 2011 — 2011
Dept. of Arts and Sciences, Spanish
Rey E Febres Rosado Rey E Febres Rosado's UBS Experience June 2012 - August 2012
Job Centralized Operations Analyst at First BanCorp
Industry Financial Services
Experience
First BanCorp September 2013 - Present
Puerto Rico Supplies Group January 2013 - September 2013
Department of Veterans Affairs September 2012 - December 2012
UBS June 2012 - August 2012
Department of Veterans Affairs August 2011 - May 2012
Skills
Accounting, Accounts Payable, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, English, Spanish, Highly motivated..., Written & Verbal..., Highly Detailed, Quick Thinker, Team-oriented, Pressure Handling, Financial Analysis, Data Analysis, Mas 90, Bloomberg Terminal, AS400 system, Bookkeeping, Bank Reconciliation, Project Management, Mobius Document Direct..., Attachmate Extra!..., eVision Check Research, Financial Statements
Education
Universidad de Puerto Rico 2014 — 2016
Master of Business Administration (MBA)
Universidad de Puerto Rico 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
First BanCorp September 2013 - Present
Puerto Rico Supplies Group January 2013 - September 2013
Department of Veterans Affairs September 2012 - December 2012
UBS June 2012 - August 2012
Department of Veterans Affairs August 2011 - May 2012
Skills
Accounting, Accounts Payable, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, English, Spanish, Highly motivated..., Written & Verbal..., Highly Detailed, Quick Thinker, Team-oriented, Pressure Handling, Financial Analysis, Data Analysis, Mas 90, Bloomberg Terminal, AS400 system, Bookkeeping, Bank Reconciliation, Project Management, Mobius Document Direct..., Attachmate Extra!..., eVision Check Research, Financial Statements
Education
Universidad de Puerto Rico 2014 — 2016
Master of Business Administration (MBA)
Universidad de Puerto Rico 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Keith L Capers's UBS Experience May 2011 - June 2012
Job IT Operations Manager at HCL Technologies
Industry Information Technology and Services
Experience
HCL Technologies May 2015 - Present
4site Networks February 2011 - Present
RBC April 2015 - May 2015
Johnson & Johnson February 2013 - February 2015
UBS May 2011 - June 2012
Credit Suisse Madison Ave NY August 2009 - May 2011
CompuCom September 2005 - August 2009
Crescentia Inc. Shrewsbury Ave Red Bank NJ March 2005 - August 2005
Prudential Financial February 1996 - March 2002
Skills
Vendor Management, Business Analysis, Process Improvement, SDLC, Team Building, Team Management, Team Leadership, Business Process..., Visio, Software Documentation, ITIL, Disaster Recovery, System Deployment, Service-Now System..., ITIL Certified, IT Operations, Service Delivery, IT Service Management, IT Management, Troubleshooting, CRM, Change Management, Networking, Project Management, Project Portfolio...
Education
Strayer University (DC) 2012 — 2015
Bachelor of Science (B.S.), IT Project Management/Internetworking Technology
Lincoln Technical Institute: Electronics Technician 2001 — 2003
Electronics Technician, Electronics
Union County College
Accounting
HCL Technologies May 2015 - Present
4site Networks February 2011 - Present
RBC April 2015 - May 2015
Johnson & Johnson February 2013 - February 2015
UBS May 2011 - June 2012
Credit Suisse Madison Ave NY August 2009 - May 2011
CompuCom September 2005 - August 2009
Crescentia Inc. Shrewsbury Ave Red Bank NJ March 2005 - August 2005
Prudential Financial February 1996 - March 2002
Skills
Vendor Management, Business Analysis, Process Improvement, SDLC, Team Building, Team Management, Team Leadership, Business Process..., Visio, Software Documentation, ITIL, Disaster Recovery, System Deployment, Service-Now System..., ITIL Certified, IT Operations, Service Delivery, IT Service Management, IT Management, Troubleshooting, CRM, Change Management, Networking, Project Management, Project Portfolio...
Education
Strayer University (DC) 2012 — 2015
Bachelor of Science (B.S.), IT Project Management/Internetworking Technology
Lincoln Technical Institute: Electronics Technician 2001 — 2003
Electronics Technician, Electronics
Union County College
Accounting
Kari Frisch-Ekenes Kari Frisch-Ekenes's UBS Experience June 2009 - August 2009
Job Unit Manager at Altria Group Distribution Company
Industry Marketing and Advertising
Experience
Altria March 2014 - Present
Altria July 2013 - March 2014
Altria June 2011 - June 2013
Personal September 2003 - June 2011
Altria June 2010 - August 2010
UBS June 2009 - August 2009
Skills
B2B, Sales Management, Selling, Contract Negotiation, Project Management, Strategy, PowerPoint, Customer Service, Event Planning, Leadership, Marketing Strategy, Account Management
Education
University of Washington, Michael G. Foster School of Business 2007 — 2011
Business Administration, Marketing and Certificate of International Studies in Business
Universidad de Granada 2010 — 2010
Centro de Lenguas Modernas
Altria March 2014 - Present
Altria July 2013 - March 2014
Altria June 2011 - June 2013
Personal September 2003 - June 2011
Altria June 2010 - August 2010
UBS June 2009 - August 2009
Skills
B2B, Sales Management, Selling, Contract Negotiation, Project Management, Strategy, PowerPoint, Customer Service, Event Planning, Leadership, Marketing Strategy, Account Management
Education
University of Washington, Michael G. Foster School of Business 2007 — 2011
Business Administration, Marketing and Certificate of International Studies in Business
Universidad de Granada 2010 — 2010
Centro de Lenguas Modernas
Melissa Rottier Melissa Rottier's UBS Experience June 2015 - Present
Job Compliance and Regulatory at UBS
Industry Legal Services
Experience
UBS June 2015 - Present
Universidad de Costa Rica March 2013 - August 2013
Università di Roma "Tor Vergata" Facoltà di Economia December 2009 - November 2012
Prof. Gastón Certad 2008 - 2009
Skills
International Law, Spanish, Team Leadership, Management, Management Consulting, Project Planning, English, Teamwork, Corporate Law, Legal Research, Legal Writing, Legal Advice, Commercial Litigation, Intellectual Property, Bankruptcy Law
Education
Università di Roma Tor Vergata 2009 — 2012
Doctor of Philosophy (Ph.D.), Commercial Law
Universidad de Costa Rica 2004 — 2009
Licentiate degree, Law
UBS June 2015 - Present
Universidad de Costa Rica March 2013 - August 2013
Università di Roma "Tor Vergata" Facoltà di Economia December 2009 - November 2012
Prof. Gastón Certad 2008 - 2009
Skills
International Law, Spanish, Team Leadership, Management, Management Consulting, Project Planning, English, Teamwork, Corporate Law, Legal Research, Legal Writing, Legal Advice, Commercial Litigation, Intellectual Property, Bankruptcy Law
Education
Università di Roma Tor Vergata 2009 — 2012
Doctor of Philosophy (Ph.D.), Commercial Law
Universidad de Costa Rica 2004 — 2009
Licentiate degree, Law
Mally Burton's UBS Experience August 2015 - Present
Job Wealth Management Analyst
Industry Investment Management
Experience
UBS August 2015 - Present
Aerial Development Group August 2014 - December 2014
UBS May 2014 - August 2014
Barclaycard June 2013 - August 2013
Barclaycard May 2012 - August 2012
Education
Vanderbilt University 2011 — 2015
Bachelor of Science (B.S.), Human & Organizational Development, Corporate Strategy, Economics, Senior
UCL 2014 — 2014
Study Abroad, Management, UCL GPA: 3.8/4.0
Unionville High School 2007 — 2011
4.0/4.0
UBS August 2015 - Present
Aerial Development Group August 2014 - December 2014
UBS May 2014 - August 2014
Barclaycard June 2013 - August 2013
Barclaycard May 2012 - August 2012
Education
Vanderbilt University 2011 — 2015
Bachelor of Science (B.S.), Human & Organizational Development, Corporate Strategy, Economics, Senior
UCL 2014 — 2014
Study Abroad, Management, UCL GPA: 3.8/4.0
Unionville High School 2007 — 2011
4.0/4.0
David Silberman David Silberman's UBS Experience May 2015 - July 2015
Job Equity Research Summer Associate at UBS
Industry Research
Experience
UBS May 2015 - July 2015
Merrill Lynch June 2014 - August 2014
The Benchmark Company July 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - October 2012
Silberman Stringing Company January 2008 - September 2012
Skills
Time Management, Leadership, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Word, Financial Modeling, Financial Statement..., Economics, Bloomberg
Education
University of Wisconsin-Madison 2014 — 2016
Master's Degree, Applied Securities Analysis
University of Wisconsin-Madison - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, Senior
Bocconi University 2013 — 2013
Tenafly High School 2006 — 2010
Diploma
UBS May 2015 - July 2015
Merrill Lynch June 2014 - August 2014
The Benchmark Company July 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - October 2012
Silberman Stringing Company January 2008 - September 2012
Skills
Time Management, Leadership, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Word, Financial Modeling, Financial Statement..., Economics, Bloomberg
Education
University of Wisconsin-Madison 2014 — 2016
Master's Degree, Applied Securities Analysis
University of Wisconsin-Madison - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, Senior
Bocconi University 2013 — 2013
Tenafly High School 2006 — 2010
Diploma
Eduardo Caban Silva, CIMA's UBS Experience March 2009 - Present
Job Director Investment Consultant at UBS
Industry Financial Services
Experience
UBS March 2009 - Present
UBS May 2007 - March 2009
Santander Securities February 2006 - May 2007
Santander Securities June 2003 - February 2006
Morgan Stanley Smith Barney October 2001 - June 2003
Skills
Wealth Management, Investment Portfolio, Portfolio Assessment, Fixed Income Analysis, Fixed Income Portfolio..., Bloomberg, Strategic Financial..., Business Analysis, Business Strategy, Project Management, People Skills, Team-oriented
Education
Universidad de Puerto Rico 1998 — 2003
Bachelor of Business Administration (BBA), Finance
Colegio San Ignacio de Loyola 1992 — 1998
UBS March 2009 - Present
UBS May 2007 - March 2009
Santander Securities February 2006 - May 2007
Santander Securities June 2003 - February 2006
Morgan Stanley Smith Barney October 2001 - June 2003
Skills
Wealth Management, Investment Portfolio, Portfolio Assessment, Fixed Income Analysis, Fixed Income Portfolio..., Bloomberg, Strategic Financial..., Business Analysis, Business Strategy, Project Management, People Skills, Team-oriented
Education
Universidad de Puerto Rico 1998 — 2003
Bachelor of Business Administration (BBA), Finance
Colegio San Ignacio de Loyola 1992 — 1998
Marcia Okabayashi Marcia Okabayashi's UBS Experience February 2006 - June 2009
Job MBA Candidate, University of Michigan Ross School of Business
Industry Financial Services
Experience
JPMorgan Chase January 2014 - May 2014
JPMorgan Chase March 2011 - January 2014
Banco Fibra December 2009 - March 2011
Banco Fibra July 2009 - December 2009
UBS February 2006 - June 2009
Skills
Credit Risk, Derivatives, Risk Management, Bloomberg, Credit, Sarbanes-Oxley Act, Basel II, Internal Controls, Capital Markets, Corporate Finance, Financial Risk, Fixed Income, Operational Risk, Investment Banking
Education
Insper 2011 — 2012
Specialization, Finance
Escola Politécnica da Universidade de São Paulo 2003 — 2007
Bachelor, Mechanical Engineer
JPMorgan Chase January 2014 - May 2014
JPMorgan Chase March 2011 - January 2014
Banco Fibra December 2009 - March 2011
Banco Fibra July 2009 - December 2009
UBS February 2006 - June 2009
Skills
Credit Risk, Derivatives, Risk Management, Bloomberg, Credit, Sarbanes-Oxley Act, Basel II, Internal Controls, Capital Markets, Corporate Finance, Financial Risk, Fixed Income, Operational Risk, Investment Banking
Education
Insper 2011 — 2012
Specialization, Finance
Escola Politécnica da Universidade de São Paulo 2003 — 2007
Bachelor, Mechanical Engineer
Jessica M. Forty Díaz Jessica M. Forty Díaz's UBS Experience August 2015 - Present
Job Estudiante Universidad de Puerto Rico
Industry
Experience
UBS August 2015 - Present
Centro Judicial de Bayamón September 2013 - December 2013
Skills
Bilingual-English/Spanis..., Criminal Justice, Criminal Law, Criminology, Essays, Computer Proficiency
Education
University of Puerto Rico School of Law 2014 — 2017
Doctor of Law (J.D.), Juris Doctor
Universidad de Puerto Rico 2009 — 2013
Bachillerato, Justicia Criminal
UBS August 2015 - Present
Centro Judicial de Bayamón September 2013 - December 2013
Skills
Bilingual-English/Spanis..., Criminal Justice, Criminal Law, Criminology, Essays, Computer Proficiency
Education
University of Puerto Rico School of Law 2014 — 2017
Doctor of Law (J.D.), Juris Doctor
Universidad de Puerto Rico 2009 — 2013
Bachillerato, Justicia Criminal
Cynthia Block Cynthia Block's UBS Experience August 2015 - Present
Job Cash Management Business Analyst at UBS
Industry Marketing and Advertising
Experience
UBS August 2015 - Present
Mancinos Pizza and Grinders April 2012 - April 2015
Independent October 2013 - December 2013
Western Kentucky University January 2013 - January 2013
Emmett's Ale House August 2009 - August 2011
Skills
Microsoft Office, Social Media, Leadership, Marketing, Organization, Communication Skills, Cultural Awareness, Spanish-speaking, Customer Engagement, Communication, Event Planning, Teamwork
Education
Western Kentucky University 2011 — 2015
Bachelor's Degree, Spanish Language and Literature, Marketing, International Business, 3.65
Universidad de Málaga 2013 — 2014
Spanish Language and Literature, International Business, GPA: 3.78
UBS August 2015 - Present
Mancinos Pizza and Grinders April 2012 - April 2015
Independent October 2013 - December 2013
Western Kentucky University January 2013 - January 2013
Emmett's Ale House August 2009 - August 2011
Skills
Microsoft Office, Social Media, Leadership, Marketing, Organization, Communication Skills, Cultural Awareness, Spanish-speaking, Customer Engagement, Communication, Event Planning, Teamwork
Education
Western Kentucky University 2011 — 2015
Bachelor's Degree, Spanish Language and Literature, Marketing, International Business, 3.65
Universidad de Málaga 2013 — 2014
Spanish Language and Literature, International Business, GPA: 3.78
Abigail Davis Abigail Davis's UBS Experience December 2014 - June 2015
Job Wealth Management at Merrill Lynch Global Wealth Management
Industry Investment Management
Experience
Merrill Lynch Global Wealth Management June 2015 - Present
UBS December 2014 - June 2015
Skills
Social Media, Event Planning, Leadership, Social Networking, Public Speaking, Microsoft Excel, Finance, Microsoft Office, Marketing, Public Relations, International Business, Career Development, PowerPoint, Personal Development, Fitness Training, Recruiting, Sales, Business Intelligence, Business Strategy, Business Analysis, Business Development, Communication, Strategic Planning, Professional Writing, World Travel, Political Science, Educational Leadership, Leadership Development, Team Leadership, Negotiation, Market Research, Market Intelligence, Real Estate, Financial Analysis, International Relations, Internal Communications, Investment Strategies, Time Management, Research, Teamwork, Nonprofits, Data Analysis, Fundraising, Social Media Marketing
Education
University of Maine 2010 — 2014
Bachelor of Science (B.S.), Finance & Marketing, International Business Concentration, Graduate
Universitat Autònoma de Barcelona 2012 — 2012
International Finance, International Finance, Junior
Mt. Blue High School 2007 — 2010
Concentrated Education - Business
Merrill Lynch Global Wealth Management June 2015 - Present
UBS December 2014 - June 2015
Skills
Social Media, Event Planning, Leadership, Social Networking, Public Speaking, Microsoft Excel, Finance, Microsoft Office, Marketing, Public Relations, International Business, Career Development, PowerPoint, Personal Development, Fitness Training, Recruiting, Sales, Business Intelligence, Business Strategy, Business Analysis, Business Development, Communication, Strategic Planning, Professional Writing, World Travel, Political Science, Educational Leadership, Leadership Development, Team Leadership, Negotiation, Market Research, Market Intelligence, Real Estate, Financial Analysis, International Relations, Internal Communications, Investment Strategies, Time Management, Research, Teamwork, Nonprofits, Data Analysis, Fundraising, Social Media Marketing
Education
University of Maine 2010 — 2014
Bachelor of Science (B.S.), Finance & Marketing, International Business Concentration, Graduate
Universitat Autònoma de Barcelona 2012 — 2012
International Finance, International Finance, Junior
Mt. Blue High School 2007 — 2010
Concentrated Education - Business
André Hund André Hund's UBS Experience April 2014 - Present
Job HR Operations Specialist at UBS
Industry Human Resources
Experience
UBS April 2014 - Present
RoundTable Studio March 2013 - April 2014
Berlitz Corporation November 2012 - March 2013
Usa Outlet May 2012 - August 2012
Caixa Economica Federal December 2009 - July 2011
Brasil Sul December 2008 - April 2009
Usa Outlet December 2006 - May 2008
ADM Distribuição e Logística October 2005 - August 2006
Skills
Education, Environmental Awareness, Microsoft Office, Leadership, Social Skills, Multicultural, English, Localization, Teamwork, Portuguese, Linguistics, Entrepreneurship, Brazilian Portuguese, Proofreading, Translation, Management, Retail
Education
Universidade Federal de Santa Catarina 2005 — 2011
Bachelor´s Degree, Business Administration and Management, General
Lloyd's College 2006 — 2006
Upper-Intermediate Certificate, English Language and Literature/Letters
British House English School 1998 — 2002
Advanced Certificate, English Language and Literature, General
UBS April 2014 - Present
RoundTable Studio March 2013 - April 2014
Berlitz Corporation November 2012 - March 2013
Usa Outlet May 2012 - August 2012
Caixa Economica Federal December 2009 - July 2011
Brasil Sul December 2008 - April 2009
Usa Outlet December 2006 - May 2008
ADM Distribuição e Logística October 2005 - August 2006
Skills
Education, Environmental Awareness, Microsoft Office, Leadership, Social Skills, Multicultural, English, Localization, Teamwork, Portuguese, Linguistics, Entrepreneurship, Brazilian Portuguese, Proofreading, Translation, Management, Retail
Education
Universidade Federal de Santa Catarina 2005 — 2011
Bachelor´s Degree, Business Administration and Management, General
Lloyd's College 2006 — 2006
Upper-Intermediate Certificate, English Language and Literature/Letters
British House English School 1998 — 2002
Advanced Certificate, English Language and Literature, General
Denis Mendonca Denis Mendonca's UBS Experience December 2000 - September 2014
Job Group Controller Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers September 2014 - Present
UBS December 2000 - September 2014
Price Waterhouse Coopers March 1996 - December 2000
AGV Sistemas e Controles Gerenciais March 1993 - March 1996
Skills
Accounting, Financial Reporting, IFRS, US GAAP, Auditing, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Account Reconciliation, Banking, Capital Markets, Cash Management, Consolidation, Corporate Finance, Corporate Tax, Derivatives, Enterprise Risk..., External Audit, Finance, Financial Accounting, Financial Audits, Financial Risk, Financial Services, Internal Audit, Investment Banking, Managerial Finance, Private Equity, Restructuring, Risk Management, SEC filings, Strategic Financial..., Tax, Valuation
Education
Universidade Paulista 1998 — 1999
BA, Accounting
Universidade Presbiteriana Mackenzie 1994 — 1998
BA, Business
Interactive Brokers September 2014 - Present
UBS December 2000 - September 2014
Price Waterhouse Coopers March 1996 - December 2000
AGV Sistemas e Controles Gerenciais March 1993 - March 1996
Skills
Accounting, Financial Reporting, IFRS, US GAAP, Auditing, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Account Reconciliation, Banking, Capital Markets, Cash Management, Consolidation, Corporate Finance, Corporate Tax, Derivatives, Enterprise Risk..., External Audit, Finance, Financial Accounting, Financial Audits, Financial Risk, Financial Services, Internal Audit, Investment Banking, Managerial Finance, Private Equity, Restructuring, Risk Management, SEC filings, Strategic Financial..., Tax, Valuation
Education
Universidade Paulista 1998 — 1999
BA, Accounting
Universidade Presbiteriana Mackenzie 1994 — 1998
BA, Business
Michelle Gelshteyn Michelle Gelshteyn's UBS Experience July 2013 - October 2013
Job Investment Analyst at Madison International Realty
Industry Real Estate
Experience
Madison International Realty November 2013 - Present
UBS July 2013 - October 2013
Student Agencies, Inc. May 2010 - May 2013
UBS June 2012 - August 2012
JP Morgan Chase June 2011 - August 2011
Ivy Insiders March 2010 - September 2010
Education
Cornell University 2009 — 2013
Bachelor of Arts
University College London, U. of London 2012 — 2012
Junior Year Semester Abroad
Bronx High School of Science 2005 — 2009
High School Diploma
Madison International Realty November 2013 - Present
UBS July 2013 - October 2013
Student Agencies, Inc. May 2010 - May 2013
UBS June 2012 - August 2012
JP Morgan Chase June 2011 - August 2011
Ivy Insiders March 2010 - September 2010
Education
Cornell University 2009 — 2013
Bachelor of Arts
University College London, U. of London 2012 — 2012
Junior Year Semester Abroad
Bronx High School of Science 2005 — 2009
High School Diploma
Julio Chesma Buitrago-Gutierrez Julio Chesma Buitrago-Gutierrez's UBS Experience 2008 - 2011
Job Head Coach en ActionCOACH Business Coaching
Industry Marketing and Advertising
Experience
ActionCOACH Business Coaching September 2013 - Present
Orientis Consulting June 2012 - Present
PRODUCTIONS SERVICES CANADA January 2010 - Present
PS Production Services LTD. Canadá January 2010 - Present
UBS 2008 - 2011
PS Production Services New York February 2008 - January 2010
Education
Universidad de Navarra / University of Navarra 1998 — 2000
COACHING-MDPO
University of Wisconsin-Madison - School of Business 1992 — 1997
Business marketing
ActionCOACH Business Coaching September 2013 - Present
Orientis Consulting June 2012 - Present
PRODUCTIONS SERVICES CANADA January 2010 - Present
PS Production Services LTD. Canadá January 2010 - Present
UBS 2008 - 2011
PS Production Services New York February 2008 - January 2010
Education
Universidad de Navarra / University of Navarra 1998 — 2000
COACHING-MDPO
University of Wisconsin-Madison - School of Business 1992 — 1997
Business marketing
Kent Kirby's UBS Experience 2008 - 2015
Job Private Wealth Advisor, Senior Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Private Wealth Management November 2008 - Present
Maximum Artist 2009 - 2015
UBS 2008 - 2015
UBS 2008 - 2015
Merrill Lynch Private Banking and Investment Group (PBIG) February 1993 - November 2008
US Navy 1987 - 1992
Education
United States Naval Academy 1983 — 1987
BS, Political Science and Engineering
UBS Private Wealth Management November 2008 - Present
Maximum Artist 2009 - 2015
UBS 2008 - 2015
UBS 2008 - 2015
Merrill Lynch Private Banking and Investment Group (PBIG) February 1993 - November 2008
US Navy 1987 - 1992
Education
United States Naval Academy 1983 — 1987
BS, Political Science and Engineering
Joelie Nebel Joelie Nebel's UBS Experience January 2014 - Present
Job Analyst at UBS AG
Industry Banking
Experience
UBS January 2014 - Present
UBS September 2012 - Present
UBS September 2010 - September 2012
UBS August 2009 - August 2010
Mosaic International Institute S.L. March 2008 - July 2009
BBVA September 2008 - March 2009
Government of Spain September 2007 - June 2008
Rosetta Stone September 2006 - June 2007
Skills
Banking, Microsoft Office, Microsoft Excel, Project Management, Microsoft Word, Spanish, Tax, Internal Communications, Corporate Websites, Business Objects, Ektron Content..., Visio, Education, International Business, International Education, SAP, Analysis
Education
University of Connecticut 2014 — 2017
Masters in Business Analytics and Project, Business Administration and Management, General
James Madison University 2003 — 2007
B.A., Communication Studies, Economics, Spanish
Universidad de Salamanca 2005 — 2005
Avon High School 2003 — 2007
UBS January 2014 - Present
UBS September 2012 - Present
UBS September 2010 - September 2012
UBS August 2009 - August 2010
Mosaic International Institute S.L. March 2008 - July 2009
BBVA September 2008 - March 2009
Government of Spain September 2007 - June 2008
Rosetta Stone September 2006 - June 2007
Skills
Banking, Microsoft Office, Microsoft Excel, Project Management, Microsoft Word, Spanish, Tax, Internal Communications, Corporate Websites, Business Objects, Ektron Content..., Visio, Education, International Business, International Education, SAP, Analysis
Education
University of Connecticut 2014 — 2017
Masters in Business Analytics and Project, Business Administration and Management, General
James Madison University 2003 — 2007
B.A., Communication Studies, Economics, Spanish
Universidad de Salamanca 2005 — 2005
Avon High School 2003 — 2007
Amy Jones Satrom Amy Jones Satrom's UBS Experience March 2008 - August 2008
Job Divisional Merchandise Manager HOME at Amazon
Industry Retail
Experience
Amazon July 2015 - Present
Amazon December 2013 - Present
Amazon.com July 2011 - December 2013
Raytheon Integrated Defense Systems September 2009 - July 2011
PowerAdvocate September 2008 - August 2009
UBS March 2008 - August 2008
US Navy June 1998 - March 2008
Skills
Security Clearance, Military, Operations Management, Program Management, Government, Training, Quality Assurance, Nuclear, Team Leadership, Project Management, Navy, Leadership, Aerospace, Systems Engineering, Testing, Emergency Management, Integration, Analysis, Procurement, Management, Software Documentation, Logistics, Strategy, Security, Export Control..., Business Continuity..., Requirements Management, Subcontracts Management, Safety Culture, Workplace Safety, Intellectual Property, EHS
Education
University of Cambridge 2002 — 2003
MPhil, Engineering for Sustainable Development
United States Naval Academy 1998 — 2002
B.S., Oceanography (Honors)
Mercersbug Academy 1994 — 1998
Amazon July 2015 - Present
Amazon December 2013 - Present
Amazon.com July 2011 - December 2013
Raytheon Integrated Defense Systems September 2009 - July 2011
PowerAdvocate September 2008 - August 2009
UBS March 2008 - August 2008
US Navy June 1998 - March 2008
Skills
Security Clearance, Military, Operations Management, Program Management, Government, Training, Quality Assurance, Nuclear, Team Leadership, Project Management, Navy, Leadership, Aerospace, Systems Engineering, Testing, Emergency Management, Integration, Analysis, Procurement, Management, Software Documentation, Logistics, Strategy, Security, Export Control..., Business Continuity..., Requirements Management, Subcontracts Management, Safety Culture, Workplace Safety, Intellectual Property, EHS
Education
University of Cambridge 2002 — 2003
MPhil, Engineering for Sustainable Development
United States Naval Academy 1998 — 2002
B.S., Oceanography (Honors)
Mercersbug Academy 1994 — 1998
Susan Pomerance's UBS Experience May 1995 - April 2000
Job Group Fitness Instructor at Westport Weston Family YMCA
Industry Health, Wellness and Fitness
Experience
Westport Weston Family YMCA May 2014 - Present
Saugatuck Rowing Club May 2015 - Present
TD Wealth June 2012 - June 2013
WBDC - Women's Business Development Center 2010 - 2010
Yofi Collection 2005 - 2010
UBS May 1995 - April 2000
Skills
Barre, Fitness, Group Exercise..., Core Strength, Small Business, Marketing, Customer Service, Barbell, Business Strategy, Group Power, CPR Certified, Marketing Strategy, Fundraising, AFAA, Online Marketing, Social Media Marketing, AML, Compliance, Operational Due..., Public Relations, Event Management, Event Planning, Public Speaking, Microsoft Office, HTML, Microsoft Excel
Education
Union College
Westport Weston Family YMCA May 2014 - Present
Saugatuck Rowing Club May 2015 - Present
TD Wealth June 2012 - June 2013
WBDC - Women's Business Development Center 2010 - 2010
Yofi Collection 2005 - 2010
UBS May 1995 - April 2000
Skills
Barre, Fitness, Group Exercise..., Core Strength, Small Business, Marketing, Customer Service, Barbell, Business Strategy, Group Power, CPR Certified, Marketing Strategy, Fundraising, AFAA, Online Marketing, Social Media Marketing, AML, Compliance, Operational Due..., Public Relations, Event Management, Event Planning, Public Speaking, Microsoft Office, HTML, Microsoft Excel
Education
Union College
Alejandro Riquezes Alejandro Riquezes's UBS Experience May 2006 - July 2008
Job CoFounder wind2share
Industry Internet
Experience
wind2share September 2012 - Present
Windmills Capital Inc. August 2008 - Present
UBS May 2006 - July 2008
Wachovia Securities Inc. December 2003 - May 2006
Prudential Securities Ltd. January 1997 - December 2003
Gruntal & Co., LLC December 1995 - February 1997
DESPUNTA September 1991 - December 1995
SC Johnson January 1987 - August 1989
Skills
Social Media, Investments, Pensions, Social Entrepreneurship, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Business Development, Entrepreneurship, Alternative Investments, Capital Markets, Wealth Management, Emerging Markets, Venture Capital, Asset Management, Corporate Finance, Finance, Leadership, Private Equity, Financial Analysis, Securities, Due Diligence, Management Consulting, Business Strategy, Business Planning, Strategy, Start-ups, Valuation
Education
Wharton School, University of Pennsylvania 2006 — 2006
CIMA
Universidad Metropolitana (VE) 1982 — 1986
BA, Management
wind2share September 2012 - Present
Windmills Capital Inc. August 2008 - Present
UBS May 2006 - July 2008
Wachovia Securities Inc. December 2003 - May 2006
Prudential Securities Ltd. January 1997 - December 2003
Gruntal & Co., LLC December 1995 - February 1997
DESPUNTA September 1991 - December 1995
SC Johnson January 1987 - August 1989
Skills
Social Media, Investments, Pensions, Social Entrepreneurship, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Business Development, Entrepreneurship, Alternative Investments, Capital Markets, Wealth Management, Emerging Markets, Venture Capital, Asset Management, Corporate Finance, Finance, Leadership, Private Equity, Financial Analysis, Securities, Due Diligence, Management Consulting, Business Strategy, Business Planning, Strategy, Start-ups, Valuation
Education
Wharton School, University of Pennsylvania 2006 — 2006
CIMA
Universidad Metropolitana (VE) 1982 — 1986
BA, Management
Bill Cody Bill Cody's UBS Experience August 2005 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS August 2005 - Present
Education
United States Military Academy at West Point 1971 — 1975
UBS August 2005 - Present
Education
United States Military Academy at West Point 1971 — 1975
Edward Neugeboren Edward Neugeboren's UBS Experience 1995 - 1998
Job Managing Director & CoFounder, ArcLight Advisors
Industry Investment Banking
Experience
ArcLight Advisors May 2013 - Present
Ledgemont Capital Group 2004 - May 2013
Lehman Brothers 1998 - 2000
UBS 1995 - 1998
Dillon, Read & Co. 1995 - 1997
Kidder Peabody 1993 - 1995
Skills
Business Planning, Business Strategy, Corporate Development, Equity Research, Financial Modeling, Mergers, Mergers, Private Equity, Investment Banking, M, Start-ups, Strategic Planning, Investments, Valuation, Venture Capital, Strategy, Due Diligence, Emerging Markets
Education
Union College 1988 — 1992
Economics
Kent School
ArcLight Advisors May 2013 - Present
Ledgemont Capital Group 2004 - May 2013
Lehman Brothers 1998 - 2000
UBS 1995 - 1998
Dillon, Read & Co. 1995 - 1997
Kidder Peabody 1993 - 1995
Skills
Business Planning, Business Strategy, Corporate Development, Equity Research, Financial Modeling, Mergers, Mergers, Private Equity, Investment Banking, M, Start-ups, Strategic Planning, Investments, Valuation, Venture Capital, Strategy, Due Diligence, Emerging Markets
Education
Union College 1988 — 1992
Economics
Kent School
Beat Guldimann Beat Guldimann's UBS Experience 1997 - 2001
Job President @ Tribeca Consulting Group
Industry Financial Services
Experience
Inside Swiss Banking December 2009 - Present
Tribeca Consulting Group July 2007 - Present
Weigh House Investor Services August 2010 - November 2012
Hampton & Cie. 2006 - 2007
CIBC 2001 - 2004
UBS 1997 - 2001
Swiss Bank Corporation October 1987 - January 1997
Skills
Wealth Management, Business Strategy, Regulatory Affairs, Global Private Banking, Cross-border..., Legal Issues, Board Governance, Guest Lecturing, Public Speaking
Education
1976 — 1981
LLD, Law
Inside Swiss Banking December 2009 - Present
Tribeca Consulting Group July 2007 - Present
Weigh House Investor Services August 2010 - November 2012
Hampton & Cie. 2006 - 2007
CIBC 2001 - 2004
UBS 1997 - 2001
Swiss Bank Corporation October 1987 - January 1997
Skills
Wealth Management, Business Strategy, Regulatory Affairs, Global Private Banking, Cross-border..., Legal Issues, Board Governance, Guest Lecturing, Public Speaking
Education
1976 — 1981
LLD, Law
Courtney Dean's UBS Experience 2005 - 2005
Job Manager, Managed Care and Payor Relations at Vantage Oncology
Industry Hospital & Health Care
Experience
Vantage Oncology November 2014 - Present
UCLA Anderson School of Management 2011 - June 2013
Amgen June 2012 - August 2012
Triage Consulting Group August 2007 - June 2011
Trust Company of the West January 2006 - May 2006
UBS 2005 - 2005
Skills
Financial Analysis, Data Analysis, Business Strategy, Project Management, Strategic Planning, Microsoft Excel, Quantitative Analytics, PowerPoint, Process Improvement, Healthcare, Operations Management, Competitive Analysis, Financial Modeling, Management Consulting, Market Research
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Healthcare Management
University of Southern California - Marshall School of Business 2004 — 2007
BS, Corporate Finance
Vantage Oncology November 2014 - Present
UCLA Anderson School of Management 2011 - June 2013
Amgen June 2012 - August 2012
Triage Consulting Group August 2007 - June 2011
Trust Company of the West January 2006 - May 2006
UBS 2005 - 2005
Skills
Financial Analysis, Data Analysis, Business Strategy, Project Management, Strategic Planning, Microsoft Excel, Quantitative Analytics, PowerPoint, Process Improvement, Healthcare, Operations Management, Competitive Analysis, Financial Modeling, Management Consulting, Market Research
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Healthcare Management
University of Southern California - Marshall School of Business 2004 — 2007
BS, Corporate Finance
Alfonso Asaro Alfonso Asaro's UBS Experience 1996 - 1996
Job Director, Analytics Solution Initiative Group, Europe
Industry Banking
Experience
Oracle Corporation April 2011 - Present
VUB member of IntesaSanPaolo Group 2009 - April 2011
Deloitte January 2003 - December 2008
Arthur Andersen Business Consulting 1999 - 2002
IBM Global Services 1997 - 1999
ubs 1996 - 1996
Istituto Bancario SanPaolo di Torino (currently IntesaSanPaolo) 1989 - 1995
Skills
Risk Management, Basel II, Enterprise Risk..., Banking, Financial Risk, Credit Risk, Management Consulting, Market Risk, Financial Analysis, Financial Modeling, Operational Risk, Corporate Finance, Financial Services, Analytics, Analysis, Strategy, Management, Business Process..., IFRS, Credit
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Universita' di Firenze 1984 — 1991
Laurea, Economics
Oracle Corporation April 2011 - Present
VUB member of IntesaSanPaolo Group 2009 - April 2011
Deloitte January 2003 - December 2008
Arthur Andersen Business Consulting 1999 - 2002
IBM Global Services 1997 - 1999
ubs 1996 - 1996
Istituto Bancario SanPaolo di Torino (currently IntesaSanPaolo) 1989 - 1995
Skills
Risk Management, Basel II, Enterprise Risk..., Banking, Financial Risk, Credit Risk, Management Consulting, Market Risk, Financial Analysis, Financial Modeling, Operational Risk, Corporate Finance, Financial Services, Analytics, Analysis, Strategy, Management, Business Process..., IFRS, Credit
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Universita' di Firenze 1984 — 1991
Laurea, Economics
Theodore Kirkinis Theodore Kirkinis's UBS Experience June 2011 - August 2011
Job Media Sales Associate
Industry Renewables & Environment
Experience
HomeAdvisor March 2015 - Present
UGE November 2014 - February 2015
The New York Botanical Garden May 2013 - January 2014
Brooklyn Grange May 2012 - August 2012
UBS June 2011 - August 2011
Skills
Permaculture, Music, Photography, Portuguese, Spanish, Blogging, Sustainability, Sustainable Agriculture, Microsoft Office, Research, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Sales, Social Networking
Education
University of Vermont 2009 — 2013
Bachelor of Arts (B.A.), Environmental Studies
Universidade Nova de Lisboa 2012 — 2012
Portuguese Language and Culture
HomeAdvisor March 2015 - Present
UGE November 2014 - February 2015
The New York Botanical Garden May 2013 - January 2014
Brooklyn Grange May 2012 - August 2012
UBS June 2011 - August 2011
Skills
Permaculture, Music, Photography, Portuguese, Spanish, Blogging, Sustainability, Sustainable Agriculture, Microsoft Office, Research, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Sales, Social Networking
Education
University of Vermont 2009 — 2013
Bachelor of Arts (B.A.), Environmental Studies
Universidade Nova de Lisboa 2012 — 2012
Portuguese Language and Culture
Lianabel Mendez Lianabel Mendez's UBS Experience 2009 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS 2009 - Present
UBS 2007 - 2009
UBS FINANCIAL SERVICES INCORPORATED OF PR 2005 - 2006
UBS FINANCIAL SERVICES INCORPORATED OF PR 2002 - 2005
UBS FINANCIAL SERVICES INCORPORATED OF PR 2000 - 2002
Santander Securities 1998 - 2000
Education
University of Puerto Rico 1991 — 1996
Bachelor of Business Administration (B.B.A.), Accounting and Finance
UBS 2009 - Present
UBS 2007 - 2009
UBS FINANCIAL SERVICES INCORPORATED OF PR 2005 - 2006
UBS FINANCIAL SERVICES INCORPORATED OF PR 2002 - 2005
UBS FINANCIAL SERVICES INCORPORATED OF PR 2000 - 2002
Santander Securities 1998 - 2000
Education
University of Puerto Rico 1991 — 1996
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Michele Vaughn Michele Vaughn's UBS Experience October 2003 - August 2005
Job EA to the COO and National SVP of Network Development
Industry Real Estate
Experience
Coldwell Banker September 2008 - Present
UBS October 2003 - August 2005
Unilever Bestfoods June 1996 - August 1999
Skills
Travel Arrangements, Confidentiality, Expense Management, Microsoft Office 2007, Microsoft Office, Lotus Notes, Team Leadership, Telephone Skills, Complaint Management, International Travel, Gatekeeper, Coordination, Expense Reports, Construction..., PowerPoint, Video Conferencing, Audio Conferencing, Project Management, Marketing, Outlook, Budgets, Social Media, Sales, Time Management, Microsoft Excel, Real Estate, Event Planning, Marketing Strategy, Strategic Planning
Education
Union County College 2015 — 2015
Business Administration, Management and Operations
Hawthorne High School 1990 — 1994
Diploma
Coldwell Banker September 2008 - Present
UBS October 2003 - August 2005
Unilever Bestfoods June 1996 - August 1999
Skills
Travel Arrangements, Confidentiality, Expense Management, Microsoft Office 2007, Microsoft Office, Lotus Notes, Team Leadership, Telephone Skills, Complaint Management, International Travel, Gatekeeper, Coordination, Expense Reports, Construction..., PowerPoint, Video Conferencing, Audio Conferencing, Project Management, Marketing, Outlook, Budgets, Social Media, Sales, Time Management, Microsoft Excel, Real Estate, Event Planning, Marketing Strategy, Strategic Planning
Education
Union County College 2015 — 2015
Business Administration, Management and Operations
Hawthorne High School 1990 — 1994
Diploma
Danford Meischen Danford Meischen's UBS Experience March 2014 - Present
Job Retirement Plan Consultant at UBS Financial Services Inc..
Industry Financial Services
Experience
UBS March 2014 - Present
Integrated Benefit Solutions, Inc. August 2012 - March 2014
Merrill Lynch October 1974 - December 2011
Education
United States Military Academy at West Point 1965 — 1969
BS, Engineering
University of Pennsylvania - The Wharton School
CIMA, Finance
UBS March 2014 - Present
Integrated Benefit Solutions, Inc. August 2012 - March 2014
Merrill Lynch October 1974 - December 2011
Education
United States Military Academy at West Point 1965 — 1969
BS, Engineering
University of Pennsylvania - The Wharton School
CIMA, Finance
Skye Taylor Skye Taylor's UBS Experience August 2010 - April 2012
Job Thor Retail Advisors
Industry Real Estate
Experience
Thor Retail Advisors November 2012 - Present
Town Residential July 2012 - December 2012
UBS August 2010 - April 2012
Chanel June 2008 - August 2008
Skills
Investments, Asset Managment, Financial Analysis, Valuation, Real Estate Development, Due Diligence, Real Estate, Financial Modeling, Bloomberg, Investment Banking, Investment Properties
Education
Union College 2006 — 2010
Bachelor of Arts (B.A.), Economics
IESEG School of Management
The Taft School 2002 — 2006
Thor Retail Advisors November 2012 - Present
Town Residential July 2012 - December 2012
UBS August 2010 - April 2012
Chanel June 2008 - August 2008
Skills
Investments, Asset Managment, Financial Analysis, Valuation, Real Estate Development, Due Diligence, Real Estate, Financial Modeling, Bloomberg, Investment Banking, Investment Properties
Education
Union College 2006 — 2010
Bachelor of Arts (B.A.), Economics
IESEG School of Management
The Taft School 2002 — 2006
Andrea Ravalico's UBS Experience September 2014 - Present
Job Senior Vice President
Industry Banking
Experience
UBS September 2014 - Present
UBS Wealth Management June 2013 - August 2014
UBS Wealth Management March 2010 - August 2014
UBS Wealth Management February 2008 - September 2010
UBS Wealth Management April 2002 - December 2007
Education
Università degli Studi di Trieste 1991 — 1999
Political Sciences, International Economics
UBS September 2014 - Present
UBS Wealth Management June 2013 - August 2014
UBS Wealth Management March 2010 - August 2014
UBS Wealth Management February 2008 - September 2010
UBS Wealth Management April 2002 - December 2007
Education
Università degli Studi di Trieste 1991 — 1999
Political Sciences, International Economics
Nathan True-Daniels Nathan True-Daniels's UBS Experience February 2008 - July 2010
Job Investment Banking Associate at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital July 2012 - Present
UCLA Anderson School of Management September 2010 - June 2012
Barclays Capital 2011 - 2011
UBS February 2008 - July 2010
Goldman Sachs May 2006 - February 2008
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Capital IQ, Financial Analysis, LBO, Corporate Finance, Due Diligence, Equity Research, Bloomberg, DCF, Investments, Equities, Venture Capital
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Finance, Entrepreneurship
Vanderbilt University 2002 — 2005
Bachelor of Science (BS)
Barclays Capital July 2012 - Present
UCLA Anderson School of Management September 2010 - June 2012
Barclays Capital 2011 - 2011
UBS February 2008 - July 2010
Goldman Sachs May 2006 - February 2008
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Capital IQ, Financial Analysis, LBO, Corporate Finance, Due Diligence, Equity Research, Bloomberg, DCF, Investments, Equities, Venture Capital
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Finance, Entrepreneurship
Vanderbilt University 2002 — 2005
Bachelor of Science (BS)
Luis Moncada Luis Moncada's UBS Experience August 2013 - January 2014
Job Consultant at MatrixExzac
Industry Information Technology and Services
Experience
Exzac January 2012 - Present
UBS August 2013 - January 2014
BNP Paribas January 2013 - August 2013
CNA Insurance October 2011 - November 2011
J M Rodgers Co December 2010 - June 2011
Instituto Nacional de Salud PERU March 2010 - July 2010
PlanITROI August 2008 - December 2009
RSM Panez&Faesa May 2003 - April 2008
Skills
Databases, SQL, Disaster Recovery, Unix Shell Scripting, Windows Server, Java, Microsoft SQL Server, Oracle, Network Administration, SDLC, Actimize, Linux, PL/SQL, Mantas, Shell Scripting
Education
Universidad de San Martín de Porres 1995 — 2002
bachellor, Computer Science
Americano de Miraflores
Exzac January 2012 - Present
UBS August 2013 - January 2014
BNP Paribas January 2013 - August 2013
CNA Insurance October 2011 - November 2011
J M Rodgers Co December 2010 - June 2011
Instituto Nacional de Salud PERU March 2010 - July 2010
PlanITROI August 2008 - December 2009
RSM Panez&Faesa May 2003 - April 2008
Skills
Databases, SQL, Disaster Recovery, Unix Shell Scripting, Windows Server, Java, Microsoft SQL Server, Oracle, Network Administration, SDLC, Actimize, Linux, PL/SQL, Mantas, Shell Scripting
Education
Universidad de San Martín de Porres 1995 — 2002
bachellor, Computer Science
Americano de Miraflores
Richard Repik, MBA Richard Repik, MBA's UBS Experience January 2011 - May 2011
Job Senior Derivatives Associate at BNY Mellon/Bridgewater Associates
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
Castleton commodities international October 2013 - December 2013
Somerset Capital Group, Ltd. March 2012 - October 2013
Noble Americas October 2011 - November 2011
UBS January 2011 - May 2011
JP Turner & Company, LLC January 2010 - May 2010
UBS Wealth Management May 2009 - August 2009
Skills
Bloomberg, Series 7, Series 63, Equities, Asset Management, Portfolio Management, Financial Modeling, Financial Analysis, Finance, Data Analysis, Fixed Income, Financial Services, Corporate Finance, Analysis, Microsoft Excel
Education
Wagner College 2010 — 2011
MBA, Management/Finance
Wagner College 2006 — 2010
Bacholers, Finance
Universidad de Costa Rica 2008 — 2008
Spanish
BNY Mellon February 2014 - Present
Castleton commodities international October 2013 - December 2013
Somerset Capital Group, Ltd. March 2012 - October 2013
Noble Americas October 2011 - November 2011
UBS January 2011 - May 2011
JP Turner & Company, LLC January 2010 - May 2010
UBS Wealth Management May 2009 - August 2009
Skills
Bloomberg, Series 7, Series 63, Equities, Asset Management, Portfolio Management, Financial Modeling, Financial Analysis, Finance, Data Analysis, Fixed Income, Financial Services, Corporate Finance, Analysis, Microsoft Excel
Education
Wagner College 2010 — 2011
MBA, Management/Finance
Wagner College 2006 — 2010
Bacholers, Finance
Universidad de Costa Rica 2008 — 2008
Spanish
Tulika Kidambi Tulika Kidambi's UBS Experience April 2001 - April 2004
Job Director of Operations at Demand Media
Industry Online Media
Experience
Demand Media August 2010 - Present
Pacific Life Insurance June 2008 - August 2008
Indymac Bank June 2003 - July 2007
UBS April 2001 - April 2004
Skills
Finance, Strategic Planning, Financial Modeling, Credit, Due Diligence, Portfolio Management, Investments, Mergers & Acquisitions, Business Development, Market Research, Social Media, Marketing, Strategy, Business Strategy, Digital Media, Analysis
Education
UCLA Anderson School of Management 2007 — 2009
University of California, Los Angeles 1998 — 2002
BS, Mathematics/Economics
Demand Media August 2010 - Present
Pacific Life Insurance June 2008 - August 2008
Indymac Bank June 2003 - July 2007
UBS April 2001 - April 2004
Skills
Finance, Strategic Planning, Financial Modeling, Credit, Due Diligence, Portfolio Management, Investments, Mergers & Acquisitions, Business Development, Market Research, Social Media, Marketing, Strategy, Business Strategy, Digital Media, Analysis
Education
UCLA Anderson School of Management 2007 — 2009
University of California, Los Angeles 1998 — 2002
BS, Mathematics/Economics
Alec Higgins Alec Higgins's UBS Experience May 2012 - August 2012
Job Associate Consultant at Capco
Industry Management Consulting
Experience
Capco February 2015 - Present
Oracle 2014 - 2015
Outerstuff Ltd May 2013 - August 2013
UBS May 2012 - August 2012
Duke Summer Reading Academy - A CDF Freedom School May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, R, Leadership, Management, Project Planning
Education
Duke University 2010 — 2014
Bachelors, Spanish, Economics, and Markets & Management Studies
Universidad San Pablo-CEU 2013 — 2013
Capco February 2015 - Present
Oracle 2014 - 2015
Outerstuff Ltd May 2013 - August 2013
UBS May 2012 - August 2012
Duke Summer Reading Academy - A CDF Freedom School May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, R, Leadership, Management, Project Planning
Education
Duke University 2010 — 2014
Bachelors, Spanish, Economics, and Markets & Management Studies
Universidad San Pablo-CEU 2013 — 2013
Carson Sanford's UBS Experience June 2014 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS June 2014 - Present
Education
University of Missouri-Columbia 2010 — 2013
Bachelor's Degree, Business Administration and Finance
Universitat d'Alacant 2012 — 2012
International Finance
University of Alicante 2012 — 2012
International Finance
UBS June 2014 - Present
Education
University of Missouri-Columbia 2010 — 2013
Bachelor's Degree, Business Administration and Finance
Universitat d'Alacant 2012 — 2012
International Finance
University of Alicante 2012 — 2012
International Finance
Paul Hatch Paul Hatch's UBS Experience May 2014 - Present
Job Head Advice and Solutions, Wealth Management America's at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
Augusta Warrior Project January 2014 - Present
Wheelhouse Analytics September 2013 - May 2014
KNUU Investment Solutions April 2013 - May 2014
Morgan Stanley Smith Barney June 2012 - April 2013
Morgan Stanley Wealth Management April 2011 - June 2012
Morgan Stanley Smith Barney January 2010 - April 2011
Morgan Stanley Smith Barney June 2007 - June 2009
Smith Barney 2003 - 2007
Smith Barney December 2003 - December 2004
Skills
Alternative Investments, Asset Management, Equities, Financial Planning, Mutual Funds, Retirement Planning, Life Insurance, Annuity Sales, Asset Allocation, Training, Business Strategy, Strategic Financial..., Asset Managment, Hedge Funds, Portfolio Management, Investments, Estate Planning, Leadership, Investment Strategies, Investment Advisory, Fixed Income, Financial Services, Wealth Management..., Capital Markets, Retirement, Investment Management, Financial Advisory, Wealth Management, Securities, Risk Management, Insurance, Financial Markets, Private Equity, ETFs, Due Diligence, FINRA, Finance, Trading, Series 7, Strategy, Series 24, Series 63, Entrepreneurship, Fixed Annuities, Fund Of Funds, Options, Bonds, Management, Wealth, Funding
Education
United States Naval Academy 1975 — 1979
BS, General Engineering and Political Science
UBS May 2014 - Present
Augusta Warrior Project January 2014 - Present
Wheelhouse Analytics September 2013 - May 2014
KNUU Investment Solutions April 2013 - May 2014
Morgan Stanley Smith Barney June 2012 - April 2013
Morgan Stanley Wealth Management April 2011 - June 2012
Morgan Stanley Smith Barney January 2010 - April 2011
Morgan Stanley Smith Barney June 2007 - June 2009
Smith Barney 2003 - 2007
Smith Barney December 2003 - December 2004
Skills
Alternative Investments, Asset Management, Equities, Financial Planning, Mutual Funds, Retirement Planning, Life Insurance, Annuity Sales, Asset Allocation, Training, Business Strategy, Strategic Financial..., Asset Managment, Hedge Funds, Portfolio Management, Investments, Estate Planning, Leadership, Investment Strategies, Investment Advisory, Fixed Income, Financial Services, Wealth Management..., Capital Markets, Retirement, Investment Management, Financial Advisory, Wealth Management, Securities, Risk Management, Insurance, Financial Markets, Private Equity, ETFs, Due Diligence, FINRA, Finance, Trading, Series 7, Strategy, Series 24, Series 63, Entrepreneurship, Fixed Annuities, Fund Of Funds, Options, Bonds, Management, Wealth, Funding
Education
United States Naval Academy 1975 — 1979
BS, General Engineering and Political Science
Alexandra Hill Alexandra Hill's UBS Experience November 2008 - December 2011
Job Director, Alternative Investments
Industry Financial Services
Experience
CAVU Securities, LLC 2015 - 2015
Ascendant Capital, LLC. 2014 - 2015
First Liberties Financial January 2013 - December 2013
Morgan Stanley January 2012 - December 2012
UBS November 2008 - December 2011
Morgan Stanley November 2006 - November 2008
Skills
Series 7, Capital Markets, Equities, Financial Modeling, Uniform Combined State..., Series 63, Valuation, Fixed Income, Bloomberg, Hedge Funds, Securities, Investment Banking, Private Equity, Wealth Management, Derivatives, Trading, Asset Management, Bonds, Investments, Portfolio Management, Loans, Financial Advisory, Financial Markets, High Yield, Leveraged Finance, Cash Management, Financial Services, Financial Structuring, Equity Research, Options
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Finance
Universitat Pompeu Fabra 2003 — 2005
CAVU Securities, LLC 2015 - 2015
Ascendant Capital, LLC. 2014 - 2015
First Liberties Financial January 2013 - December 2013
Morgan Stanley January 2012 - December 2012
UBS November 2008 - December 2011
Morgan Stanley November 2006 - November 2008
Skills
Series 7, Capital Markets, Equities, Financial Modeling, Uniform Combined State..., Series 63, Valuation, Fixed Income, Bloomberg, Hedge Funds, Securities, Investment Banking, Private Equity, Wealth Management, Derivatives, Trading, Asset Management, Bonds, Investments, Portfolio Management, Loans, Financial Advisory, Financial Markets, High Yield, Leveraged Finance, Cash Management, Financial Services, Financial Structuring, Equity Research, Options
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Finance
Universitat Pompeu Fabra 2003 — 2005
Chris Georgandellis, CFA's UBS Experience 2001 - 2004
Job Portfolio Manager at Exchange Capital Management, Inc.
Industry Investment Management
Experience
Exchange Capital Management, Inc. April 2013 - Present
Kapital Trading LLC 2009 - 2011
Owenoke Capital Management, LLC 2006 - 2008
Pirate Capital LLC 2005 - 2006
DKR Capital Management 2004 - 2005
UBS 2001 - 2004
Skills
Trading, Capital Markets, Equities, Equity Trading, Investments, Alternative Investments, Asset Allocation, Portfolio Management, Tamarac, Financial Analysis, Risk Management, Derivatives, Trading Systems, Algorithm Design, VBA, Programming, SQL, C#, Commodity
Education
University of Michigan 1998 — 2001
B.S., Computer Science, Economics
United States Naval Academy 1995 — 1997
Grosse Pointe North 1991 — 1995
High School, General
Exchange Capital Management, Inc. April 2013 - Present
Kapital Trading LLC 2009 - 2011
Owenoke Capital Management, LLC 2006 - 2008
Pirate Capital LLC 2005 - 2006
DKR Capital Management 2004 - 2005
UBS 2001 - 2004
Skills
Trading, Capital Markets, Equities, Equity Trading, Investments, Alternative Investments, Asset Allocation, Portfolio Management, Tamarac, Financial Analysis, Risk Management, Derivatives, Trading Systems, Algorithm Design, VBA, Programming, SQL, C#, Commodity
Education
University of Michigan 1998 — 2001
B.S., Computer Science, Economics
United States Naval Academy 1995 — 1997
Grosse Pointe North 1991 — 1995
High School, General
Tripp Taylor Tripp Taylor's UBS Experience March 2012 - August 2012
Job Analyst at Berkeley Point Capital LLC
Industry Financial Services
Experience
Marcus & Millichap June 2014 - October 2014
UBS March 2012 - August 2012
Picketfence Design, Inc. May 2011 - August 2011
Skills
Microsoft Office, Statistics, Business Development, Financial Analysis, Valuation, Research
Education
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor of Business Administration
Universidad de Navarra / University of Navarra 2013 — 2013
Exchange Student
Marcus & Millichap June 2014 - October 2014
UBS March 2012 - August 2012
Picketfence Design, Inc. May 2011 - August 2011
Skills
Microsoft Office, Statistics, Business Development, Financial Analysis, Valuation, Research
Education
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor of Business Administration
Universidad de Navarra / University of Navarra 2013 — 2013
Exchange Student
Thomas Ganey Thomas Ganey's UBS Experience June 2012 - August 2012
Job Mutual Fund Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial Inc. June 2013 - May 2014
UBS June 2012 - August 2012
DePrince, Race & Zollo, Inc. January 2012 - April 2012
First America Bank May 2009 - December 2011
Citi Smith Barney May 2008 - August 2008
Skills
Bloomberg Terminal, FactSet, Capital IQ, Financial Modeling, Microsoft Excel, Capital Markets, Options, Bloomberg, Financial Advisory, Investments, Equity Research, Wealth Management, Finance, Financial Analysis, Portfolio Management, Corporate Finance, Mutual Funds
Education
University of Florida 2012 — 2013
Master of Science (M.S.), Finance
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Finance, Information Systems
Universidad Antonio de Nebrija 2010 — 2010
Warrington College of Business Administration International Program
Raymond James Financial Inc. June 2014 - Present
Raymond James Financial Inc. June 2013 - May 2014
UBS June 2012 - August 2012
DePrince, Race & Zollo, Inc. January 2012 - April 2012
First America Bank May 2009 - December 2011
Citi Smith Barney May 2008 - August 2008
Skills
Bloomberg Terminal, FactSet, Capital IQ, Financial Modeling, Microsoft Excel, Capital Markets, Options, Bloomberg, Financial Advisory, Investments, Equity Research, Wealth Management, Finance, Financial Analysis, Portfolio Management, Corporate Finance, Mutual Funds
Education
University of Florida 2012 — 2013
Master of Science (M.S.), Finance
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Finance, Information Systems
Universidad Antonio de Nebrija 2010 — 2010
Warrington College of Business Administration International Program
maren lindstrom maren lindstrom's UBS Experience 1999 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
Single Track Capital, LLC November 2010 - Present
Lord Abbett March 2000 - November 2009
UBS 1999 - 2000
Deutsche Bank 1998 - 1999
Nicolas Applegate Capital Management, LLC 1994 - 1998
Skills
Portfolio Management, Convertible Bonds, Hedge Funds, Alternative Investments, Equities, Bloomberg, Derivatives, Asset Management, Investments, Capital Markets, Fixed Income, Bonds, Securities, Options
Education
UCLA Anderson School of Management
MBA, Finance & Entrepreneurial Studies
University of Michigan
BA, Economics
Single Track Capital, LLC November 2010 - Present
Lord Abbett March 2000 - November 2009
UBS 1999 - 2000
Deutsche Bank 1998 - 1999
Nicolas Applegate Capital Management, LLC 1994 - 1998
Skills
Portfolio Management, Convertible Bonds, Hedge Funds, Alternative Investments, Equities, Bloomberg, Derivatives, Asset Management, Investments, Capital Markets, Fixed Income, Bonds, Securities, Options
Education
UCLA Anderson School of Management
MBA, Finance & Entrepreneurial Studies
University of Michigan
BA, Economics
Erhard Heumann Erhard Heumann's UBS Experience September 1979 - May 2011
Job Mitinhaber bei Heumann Weine / Wines
Industry Wine and Spirits
Experience
Weingut Heumann June 2011 - Present
Heumann Winery 2003 - 2015
UBS September 1979 - May 2011
Education
Universität Konstanz / University of Konstanz 1973 — 1979
Diplom-Volkswirt, Wirtschaftswissenschaften
Weingut Heumann June 2011 - Present
Heumann Winery 2003 - 2015
UBS September 1979 - May 2011
Education
Universität Konstanz / University of Konstanz 1973 — 1979
Diplom-Volkswirt, Wirtschaftswissenschaften
Aaron Knudsen Aaron Knudsen's UBS Experience June 2012 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS June 2012 - Present
AllianceBernstein June 2000 - June 2012
Johnson & Johnson April 1998 - May 2000
US Army June 1992 - April 1998
Education
United States Military Academy at West Point 1988 — 1992
Bachelor of Science (BS)
UBS June 2012 - Present
AllianceBernstein June 2000 - June 2012
Johnson & Johnson April 1998 - May 2000
US Army June 1992 - April 1998
Education
United States Military Academy at West Point 1988 — 1992
Bachelor of Science (BS)
Lauren Edgerton Lauren Edgerton's UBS Experience September 2013 - June 2015
Job Healthcare Investment Banker
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
UBS September 2013 - June 2015
Paul Capital Partners 2013 - August 2013
Paul Capital Partners 2011 - 2013
Capital Group 2010 - 2011
Kaplan Test Prep and Admissions 2005 - 2010
Macquarie Capital Partners 2008 - 2009
Goldman Sachs 2007 - 2007
Gateway Partners, LLC 2006 - 2007
Skills
Valuation, Private Equity, Fixed Income, Financial Modeling, Financial Analysis, Venture Capital, Bloomberg, Corporate Finance, Investment Banking, Emerging Markets, Investments, Due Diligence, Equities, Finance, Capital Markets, Alternative Investments, Hedge Funds
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2010
Masters, Financial Engineering
University of California, San Diego 2004 — 2007
BA, Mathematics
Foxcroft School
Wells Fargo Securities July 2015 - Present
UBS September 2013 - June 2015
Paul Capital Partners 2013 - August 2013
Paul Capital Partners 2011 - 2013
Capital Group 2010 - 2011
Kaplan Test Prep and Admissions 2005 - 2010
Macquarie Capital Partners 2008 - 2009
Goldman Sachs 2007 - 2007
Gateway Partners, LLC 2006 - 2007
Skills
Valuation, Private Equity, Fixed Income, Financial Modeling, Financial Analysis, Venture Capital, Bloomberg, Corporate Finance, Investment Banking, Emerging Markets, Investments, Due Diligence, Equities, Finance, Capital Markets, Alternative Investments, Hedge Funds
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2010
Masters, Financial Engineering
University of California, San Diego 2004 — 2007
BA, Mathematics
Foxcroft School
Nick Sherrod Nick Sherrod's UBS Experience February 2005 - November 2008
Job Pilot at SkyWest Airlines
Industry Airlines/Aviation
Experience
SkyWest Airlines October 2012 - Present
Oppenheimer & Co. March 2009 - January 2012
UBS February 2005 - November 2008
Skills
Team Building, Strategy, Portfolio Management, Series 7, DoD, Asset Allocation, Security Clearance, Operations Management, Retirement Planning
Education
United States Naval Academy 1990 — 1994
BS, Oceanography
SkyWest Airlines October 2012 - Present
Oppenheimer & Co. March 2009 - January 2012
UBS February 2005 - November 2008
Skills
Team Building, Strategy, Portfolio Management, Series 7, DoD, Asset Allocation, Security Clearance, Operations Management, Retirement Planning
Education
United States Naval Academy 1990 — 1994
BS, Oceanography
Walter Schmidli Walter Schmidli's UBS Experience 1999 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
Padgett Business Services Stamford and Greenwich, CT 2009 - Present
SwissFavorites 2009 - 2011
UBS AG 2001 - 2008
UBS 1999 - 2001
UBS Investment Bank 1994 - 1999
UBS 1991 - 1994
UBS 1990 - 1991
UBS Investment Bank 1989 - 1990
UBS 1984 - 1989
UBS 1981 - 1984
Skills
New Business Development, Negotiation, Risk Management, Accounting, Finance, Small Business, Financial Reporting, Analysis, Start-ups, Credit, Portfolio Management, Change Management, Strategic Financial..., Tax, Leadership, Investment Banking, CRM, Management, Structured Finance, Due Diligence, Credit Risk, Financial Structuring, Mergers & Acquisitions, Asset Management, Banking, Financial Modeling, Business Planning, Integration, Internal Controls, Strategy, Financial Accounting, Funding, Loans, Management Consulting, Investments, Financial Analysis, Restructuring, Corporate Finance, Securities
Education
UBS NY 1989 — 2008
Credit Training Program organized by UBS NY and Weiss Associates
Master of Law, Law
Padgett Business Services Stamford and Greenwich, CT 2009 - Present
SwissFavorites 2009 - 2011
UBS AG 2001 - 2008
UBS 1999 - 2001
UBS Investment Bank 1994 - 1999
UBS 1991 - 1994
UBS 1990 - 1991
UBS Investment Bank 1989 - 1990
UBS 1984 - 1989
UBS 1981 - 1984
Skills
New Business Development, Negotiation, Risk Management, Accounting, Finance, Small Business, Financial Reporting, Analysis, Start-ups, Credit, Portfolio Management, Change Management, Strategic Financial..., Tax, Leadership, Investment Banking, CRM, Management, Structured Finance, Due Diligence, Credit Risk, Financial Structuring, Mergers & Acquisitions, Asset Management, Banking, Financial Modeling, Business Planning, Integration, Internal Controls, Strategy, Financial Accounting, Funding, Loans, Management Consulting, Investments, Financial Analysis, Restructuring, Corporate Finance, Securities
Education
UBS NY 1989 — 2008
Credit Training Program organized by UBS NY and Weiss Associates
Master of Law, Law
Rafael E. Irizarry Rafael E. Irizarry's UBS Experience January 1993 - September 2012
Job Executive Director at The Musical Arts Corporation
Industry Music
Experience
The Musical Arts Corporation October 2014 - Present
Puerto Rico is the answer, Inc. April 2014 - Present
Alliance Francaise de Puerto Rico November 2013 - Present
PR Conservatory of Music January 2007 - Present
PR Broadcasting Corporation January 2007 - Present
UBS January 1993 - September 2012
Banktrust 1989 - 1992
Banco Popular de Puerto Rico 1974 - 1988
Skills
Investments, Strategic Financial..., Retirement Planning, Portfolio Management, Financial Analysis, Corporate Finance, Banking, Mergers, Risk Management, Due Diligence, Credit, Finance, Business Planning, Equities, Managerial Finance, Strategic Planning, Management Consulting, Negotiation, Financial Advisory, Asset Management, Fixed Income, Securities, Wealth Management, Business Strategy, Mutual Funds, Loans, Marketing, Real Estate, Investment Advisory, Financial Risk, Financial Services, Insurance, Restructuring, Strategy, Series 7, Private Equity, Corporate Governance, Alternative Investments, Entrepreneurship, Investment Strategies, Mergers & Acquisitions, Financial Planning
Education
New York University, University of Puerto Rico 1971 — 1973
Master of Arts, Higher Education
University of Puerto Rico 1966 — 1970
BA, Economics
The Musical Arts Corporation October 2014 - Present
Puerto Rico is the answer, Inc. April 2014 - Present
Alliance Francaise de Puerto Rico November 2013 - Present
PR Conservatory of Music January 2007 - Present
PR Broadcasting Corporation January 2007 - Present
UBS January 1993 - September 2012
Banktrust 1989 - 1992
Banco Popular de Puerto Rico 1974 - 1988
Skills
Investments, Strategic Financial..., Retirement Planning, Portfolio Management, Financial Analysis, Corporate Finance, Banking, Mergers, Risk Management, Due Diligence, Credit, Finance, Business Planning, Equities, Managerial Finance, Strategic Planning, Management Consulting, Negotiation, Financial Advisory, Asset Management, Fixed Income, Securities, Wealth Management, Business Strategy, Mutual Funds, Loans, Marketing, Real Estate, Investment Advisory, Financial Risk, Financial Services, Insurance, Restructuring, Strategy, Series 7, Private Equity, Corporate Governance, Alternative Investments, Entrepreneurship, Investment Strategies, Mergers & Acquisitions, Financial Planning
Education
New York University, University of Puerto Rico 1971 — 1973
Master of Arts, Higher Education
University of Puerto Rico 1966 — 1970
BA, Economics
Hunter Gray Hunter Gray's UBS Experience May 2015 - June 2015
Job Student at University of Florida
Industry Financial Services
Experience
UBS May 2015 - June 2015
Publix Super Markets June 2012 - August 2014
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Teamwork, Customer Satisfaction
Education
UF Hough Graduate School of Business 2015 — 2017
Master’s Degree, Finance, GPA 3.75/4.0
University of Florida 2013 — 2017
Bachelor of Science, Finance, GPA 3.75/4.0
UBS May 2015 - June 2015
Publix Super Markets June 2012 - August 2014
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Teamwork, Customer Satisfaction
Education
UF Hough Graduate School of Business 2015 — 2017
Master’s Degree, Finance, GPA 3.75/4.0
University of Florida 2013 — 2017
Bachelor of Science, Finance, GPA 3.75/4.0
Olivia Esse Olivia Esse's UBS Experience July 2013 - August 2013
Job Media Planning Intern at RPA
Industry
Experience
Boundaries of Anxiety and Depression Laboratory January 2015 - Present
RPA May 2015 - August 2015
Jeste Lab June 2014 - August 2014
BANGS Shoes November 2013 - May 2014
UBS July 2013 - August 2013
Fox Broadcasting Company June 2012 - June 2012
Skills
Microsoft Office, Research, Writing, Social Media, Psychology, Equestrian, Sarcasm, SPSS, Marketing, Community Outreach, Spanish, Publicity, Print Advertising, Advertising, Online Advertising
Education
University of Pennsylvania 2012 — 2016
Psychology, minors in Spanish and Consumer Psychology
Universidad de Sevilla 2014 — 2014
The Buckley School 1997 — 2012
Valedictorian, Class of 2012
Boundaries of Anxiety and Depression Laboratory January 2015 - Present
RPA May 2015 - August 2015
Jeste Lab June 2014 - August 2014
BANGS Shoes November 2013 - May 2014
UBS July 2013 - August 2013
Fox Broadcasting Company June 2012 - June 2012
Skills
Microsoft Office, Research, Writing, Social Media, Psychology, Equestrian, Sarcasm, SPSS, Marketing, Community Outreach, Spanish, Publicity, Print Advertising, Advertising, Online Advertising
Education
University of Pennsylvania 2012 — 2016
Psychology, minors in Spanish and Consumer Psychology
Universidad de Sevilla 2014 — 2014
The Buckley School 1997 — 2012
Valedictorian, Class of 2012
Alyssa Schott Alyssa Schott's UBS Experience January 2013 - August 2013
Job Student at University of Pittsburgh
Industry Accounting
Experience
University of Pittsburgh Executive Board: Vice President of Administration of Alpha Kappa PsiCore Assurance InternPwCJune 2015 - August 2015
Ryan June 2014 - May 2015
Deloitte July 2014 - July 2014
PwC June 2014 - June 2014
UBS January 2013 - August 2013
Robinson Township Pool May 2009 - August 2013
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Leadership, Microsoft Word, Customer Service, Teamwork, Time Management, Social Media, Financial Modeling, Accounting
Education
University of Pittsburgh 2011 — 2015
Universitat Autònoma de Barcelona 2013 — 2013
Accounting and Finance
Universidad Técnica Federico Santa María 2012 — 2012
University of Pittsburgh Executive Board: Vice President of Administration of Alpha Kappa PsiCore Assurance InternPwCJune 2015 - August 2015
Ryan June 2014 - May 2015
Deloitte July 2014 - July 2014
PwC June 2014 - June 2014
UBS January 2013 - August 2013
Robinson Township Pool May 2009 - August 2013
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Leadership, Microsoft Word, Customer Service, Teamwork, Time Management, Social Media, Financial Modeling, Accounting
Education
University of Pittsburgh 2011 — 2015
Universitat Autònoma de Barcelona 2013 — 2013
Accounting and Finance
Universidad Técnica Federico Santa María 2012 — 2012
Dan Stahlschmidt Dan Stahlschmidt's UBS Experience July 2014 - Present
Job Institutional Equity Sales Trader at UBS
Industry Investment Banking
Experience
UBS July 2014 - Present
Oppenheimer & Co. October 2011 - June 2014
Jefferies & Company September 2009 - October 2011
United States Navy 1999 - 2009
Skills
Management, Navy, Financial Modeling, Risk Management, Valuation, Equities, Portfolio Management, Program Management, Financial Analysis, Strategic Planning, Human Resources, Leadership, Strategy, Series 7, Investments, Asset Management, Business Strategy, Project Management, Team Leadership, Business Development
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
United States Naval Academy 1995 — 1999
Bachelor's of Science, Mechanical Engineering
UBS July 2014 - Present
Oppenheimer & Co. October 2011 - June 2014
Jefferies & Company September 2009 - October 2011
United States Navy 1999 - 2009
Skills
Management, Navy, Financial Modeling, Risk Management, Valuation, Equities, Portfolio Management, Program Management, Financial Analysis, Strategic Planning, Human Resources, Leadership, Strategy, Series 7, Investments, Asset Management, Business Strategy, Project Management, Team Leadership, Business Development
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
United States Naval Academy 1995 — 1999
Bachelor's of Science, Mechanical Engineering
Myrsa Acevedo Myrsa Acevedo's UBS Experience January 2013 - Present
Job Vice PresidentWealth Management, Wealth Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS January 2013 - Present
UBS October 2006 - December 2012
RG Investments November 2000 - October 2006
RG Premier Bank February 1994 - September 2000
RG Mortgage Corp November 1986 - September 2000
Skills
Series 7, Wealth Management, Alternative Investments, Securities, Investments, Portfolio Management, Financial Analysis, Fixed Income, Asset Management, Financial Planning, Financial Advisory, series 3
Education
University of Puerto Rico 1982 — 1986
Accounting Bachelor
UBS January 2013 - Present
UBS October 2006 - December 2012
RG Investments November 2000 - October 2006
RG Premier Bank February 1994 - September 2000
RG Mortgage Corp November 1986 - September 2000
Skills
Series 7, Wealth Management, Alternative Investments, Securities, Investments, Portfolio Management, Financial Analysis, Fixed Income, Asset Management, Financial Planning, Financial Advisory, series 3
Education
University of Puerto Rico 1982 — 1986
Accounting Bachelor
Vivian Van Vivian Van's UBS Experience May 2012 - October 2012
Job Accounts Receivable Specialist at Lionsgate
Industry Accounting
Experience
UNIQLO September 2014 - July 2015
American Red Cross August 2009 - August 2014
UBS May 2012 - October 2012
Education
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor of Science (BS), Business Adminstration
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Bachelor of Arts (B.A.), Business Administration
UNIQLO September 2014 - July 2015
American Red Cross August 2009 - August 2014
UBS May 2012 - October 2012
Education
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor of Science (BS), Business Adminstration
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Bachelor of Arts (B.A.), Business Administration
Emily Zangrillo's UBS Experience August 2014 - Present
Job Business Analyst at UBS
Industry Financial Services
Experience
UBS August 2014 - Present
UBS June 2013 - August 2013
Chemoil Corporation July 2012 - August 2012
Skills
Business Analysis, Financial Analysis, Project Management, Business Management, Public Speaking
Education
Union College 2010 — 2014
Bachelor of Arts (BA), Economics
UBS August 2014 - Present
UBS June 2013 - August 2013
Chemoil Corporation July 2012 - August 2012
Skills
Business Analysis, Financial Analysis, Project Management, Business Management, Public Speaking
Education
Union College 2010 — 2014
Bachelor of Arts (BA), Economics
Tyson McCabe Tyson McCabe's UBS Experience March 2004 - June 2004
Job Senior Director at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX June 2013 - Present
Thomson Reuters March 2013 - June 2013
Thomson Reuters August 2008 - February 2013
Thomson Reuters April 2008 - August 2008
Thomson Reuters October 2007 - April 2008
Thomson Financial March 2006 - October 2007
MCCABE CONSTRUCTION CORP March 2001 - March 2006
CBRE March 2005 - June 2005
UBS March 2004 - June 2004
Skills
Investor Relations, Financial Markets, Capital Markets, Fixed Income, Equities, Shareholder Activism, Competitive Analysis, Finance, Portfolio Management, Analysis, Strategy, Trading, Investments
Education
Union College 2001 — 2005
Bachelor of Science, Industrial Economics; Psychology
Guilderland High School 1997 — 2001
NASDAQ OMX June 2013 - Present
Thomson Reuters March 2013 - June 2013
Thomson Reuters August 2008 - February 2013
Thomson Reuters April 2008 - August 2008
Thomson Reuters October 2007 - April 2008
Thomson Financial March 2006 - October 2007
MCCABE CONSTRUCTION CORP March 2001 - March 2006
CBRE March 2005 - June 2005
UBS March 2004 - June 2004
Skills
Investor Relations, Financial Markets, Capital Markets, Fixed Income, Equities, Shareholder Activism, Competitive Analysis, Finance, Portfolio Management, Analysis, Strategy, Trading, Investments
Education
Union College 2001 — 2005
Bachelor of Science, Industrial Economics; Psychology
Guilderland High School 1997 — 2001
Pablo Annovelli Pablo Annovelli's UBS Experience December 2011 - Present
Job Director Client Advisor
Industry Financial Services
Experience
UBS December 2011 - Present
HSBC January 2008 - December 2011
UBS September 2004 - December 2007
Education
Universidad Nacional de Mar del Plata 1994 — 1999
BS, Business. Major in Economics
UBS December 2011 - Present
HSBC January 2008 - December 2011
UBS September 2004 - December 2007
Education
Universidad Nacional de Mar del Plata 1994 — 1999
BS, Business. Major in Economics
Cristiana Mayer Cristiana Mayer's UBS Experience March 1995 - April 1996
Job Scientific Director, Statistical Modeling, ModelBased Drug Development at Janssen R&D, Johnson & Johnson
Industry Pharmaceuticals
Experience
Janssen R&D, Johnson & Johnson July 2013 - Present
Janssen R&D, Johnson & Johnson March 2006 - June 2013
Johnson & Johnson February 2003 - February 2006
Johnson & Johnson May 1996 - January 2003
UBS March 1995 - April 1996
Skills
Biostatistics, Clinical Trials, Drug Development, Statistics, Clinical Research, Pharmaceutical Industry, Clinical Development, Statistical Modeling, Clinical Study Design, Data Analysis, CRO, SAS, Clinical Data Management, Regulatory Submissions, Italian (native), Italian, Medical Affairs, German (intermediate), adaptive clinical trials, scientific communication, Scientific...
Education
Università degli Studi di Trento 1991 — 1995
PhD, statistics
University of Minnesota-Twin Cities 1992 — 1994
MS, statistics
Università Commerciale 'Luigi Bocconi' 1985 — 1991
College, Economics and Social Disciplines
Janssen R&D, Johnson & Johnson July 2013 - Present
Janssen R&D, Johnson & Johnson March 2006 - June 2013
Johnson & Johnson February 2003 - February 2006
Johnson & Johnson May 1996 - January 2003
UBS March 1995 - April 1996
Skills
Biostatistics, Clinical Trials, Drug Development, Statistics, Clinical Research, Pharmaceutical Industry, Clinical Development, Statistical Modeling, Clinical Study Design, Data Analysis, CRO, SAS, Clinical Data Management, Regulatory Submissions, Italian (native), Italian, Medical Affairs, German (intermediate), adaptive clinical trials, scientific communication, Scientific...
Education
Università degli Studi di Trento 1991 — 1995
PhD, statistics
University of Minnesota-Twin Cities 1992 — 1994
MS, statistics
Università Commerciale 'Luigi Bocconi' 1985 — 1991
College, Economics and Social Disciplines
María Isabel Villafañe, MBA María Isabel Villafañe, MBA's UBS Experience March 2012 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS Wealth Management March 2014 - Present
UBS March 2012 - Present
UBS March 2005 - February 2012
COSVI March 2002 - February 2005
Skills
Critical Thinking, Excel, Customer Relations, Business Strategy, Business Planning, Customer Service, Microsoft Excel, Insurance, Accounting, Marketing, Leadership, Public Speaking, Negotiation, Finance, Investments, Retirement Planning, Risk Management, Financial Analysis, Equities, Wealth Management, Financial Planning, Strategic Planning
Education
University of Phoenix 2010 — 2012
MBA, Global Management, Summa Cum Laude
University of Phoenix 2008 — 2010
BSBA, Business Administration and Management, General, Magna Cum Laude
Universidad de Puerto Rico 1982 — 1984
Accounting and Finance
San Miguel High School 1976 — 1982
UBS Wealth Management March 2014 - Present
UBS March 2012 - Present
UBS March 2005 - February 2012
COSVI March 2002 - February 2005
Skills
Critical Thinking, Excel, Customer Relations, Business Strategy, Business Planning, Customer Service, Microsoft Excel, Insurance, Accounting, Marketing, Leadership, Public Speaking, Negotiation, Finance, Investments, Retirement Planning, Risk Management, Financial Analysis, Equities, Wealth Management, Financial Planning, Strategic Planning
Education
University of Phoenix 2010 — 2012
MBA, Global Management, Summa Cum Laude
University of Phoenix 2008 — 2010
BSBA, Business Administration and Management, General, Magna Cum Laude
Universidad de Puerto Rico 1982 — 1984
Accounting and Finance
San Miguel High School 1976 — 1982
Bracho Eduardo's UBS Experience July 2000 - August 2004
Job Procurement Manager at Multiomega Corp.
Industry Oil & Energy
Experience
Multiomega Corp. July 2012 - Present
Concretos y Asfalto Ocala,C.A. January 2005 - July 2010
UBS July 2000 - August 2004
Barclays Bank April 1997 - June 2000
Merrill Lynch June 1996 - March 1997
Citi June 1992 - June 1996
Skills
Management, Negotiation, Investments, Wealth Management, Strategic Planning, Alternative Investments, Finance, Equities, Capital Markets, Securities, Fixed Income, Risk Management, Asset Allocation, Portfolio Management, Strategic Financial..., Investment Banking, Financial Analysis, Investment Advisory, Hedge Funds, Mutual Funds, Credit, Private Banking, Financial Planning, Procurement, Supply Chain, Logistics, Supplier Sourcing, INCO terms, Purchasing Processes, Sales Operations, International Sales
Education
Universidad Rafael Urdaneta 1985 — 1990
Bachelor Science in Business, Finance
Multiomega Corp. July 2012 - Present
Concretos y Asfalto Ocala,C.A. January 2005 - July 2010
UBS July 2000 - August 2004
Barclays Bank April 1997 - June 2000
Merrill Lynch June 1996 - March 1997
Citi June 1992 - June 1996
Skills
Management, Negotiation, Investments, Wealth Management, Strategic Planning, Alternative Investments, Finance, Equities, Capital Markets, Securities, Fixed Income, Risk Management, Asset Allocation, Portfolio Management, Strategic Financial..., Investment Banking, Financial Analysis, Investment Advisory, Hedge Funds, Mutual Funds, Credit, Private Banking, Financial Planning, Procurement, Supply Chain, Logistics, Supplier Sourcing, INCO terms, Purchasing Processes, Sales Operations, International Sales
Education
Universidad Rafael Urdaneta 1985 — 1990
Bachelor Science in Business, Finance
Juan Huertas Juan Huertas's UBS Experience November 2007 - January 2008
Job Associate at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase & Co. April 2015 - Present
J.P. Morgan August 2012 - March 2015
J.P. Morgan August 2009 - July 2012
J.P. Morgan June 2008 - December 2008
UBS November 2007 - January 2008
Iveco July 2007 - September 2007
J.P. Morgan July 2006 - December 2006
Education
Universidad Pontificia Comillas
JPMorgan Chase & Co. April 2015 - Present
J.P. Morgan August 2012 - March 2015
J.P. Morgan August 2009 - July 2012
J.P. Morgan June 2008 - December 2008
UBS November 2007 - January 2008
Iveco July 2007 - September 2007
J.P. Morgan July 2006 - December 2006
Education
Universidad Pontificia Comillas
Justin Howell Justin Howell's UBS Experience February 2005 - October 2009
Job Financial Advisor at Voya Financial
Industry Financial Services
Experience
Voya Financial February 2015 - Present
VALIC May 2010 - February 2015
Stifel Nicolaus October 2009 - May 2010
Stifel Nicolaus & Company October 2009 - May 2010
UBS February 2005 - October 2009
AmSouth Investment Services October 2003 - May 2004
Skills
Access, Analysis, Finance, Management, Mutual Funds, Customer Service, Inventory Management, Microsoft Office, Trading, Securities, Retirement, Computer Hardware, Series 7, Financial Analysis, Investments, Banking, ERISA, 403 b, 401k, Rollovers, Personal Financial..., Monte Carlo Simulation, Research, Qualified Retirement..., Fixed Annuities, Financial Advisory, Strategic Financial...
Education
Union University
Master, Business Administration
Union University 1999 — 2004
Bachelor of Science, Business Administration; Economics/Finance and Financial Analysis
Voya Financial February 2015 - Present
VALIC May 2010 - February 2015
Stifel Nicolaus October 2009 - May 2010
Stifel Nicolaus & Company October 2009 - May 2010
UBS February 2005 - October 2009
AmSouth Investment Services October 2003 - May 2004
Skills
Access, Analysis, Finance, Management, Mutual Funds, Customer Service, Inventory Management, Microsoft Office, Trading, Securities, Retirement, Computer Hardware, Series 7, Financial Analysis, Investments, Banking, ERISA, 403 b, 401k, Rollovers, Personal Financial..., Monte Carlo Simulation, Research, Qualified Retirement..., Fixed Annuities, Financial Advisory, Strategic Financial...
Education
Union University
Master, Business Administration
Union University 1999 — 2004
Bachelor of Science, Business Administration; Economics/Finance and Financial Analysis
Kobi Joffe's UBS Experience January 2013 - June 2013
Job Financial Analyst Commercial Real Estate at Wells Fargo
Industry Real Estate
Experience
Wells Fargo June 2015 - Present
OneWest Bank June 2014 - August 2014
Westcourt Capital Corporation June 2013 - August 2013
UBS January 2013 - June 2013
Skills
Microsoft Word, Financial Analysis, Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Financial Modeling, Marketing, Public Speaking, Data Analysis, Finance
Education
University of Southern California - Marshall School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration - Finance
University of Southern California - Sol Price School of Public Policy 2011 — 2015
Minor - Real Estate Development
Universidad Carlos III de Madrid 2014 — 2014
Bachelor of Business Administration (BBA), Finance/Entrepreneurship
Viewpoint School 2007 — 2011
Wells Fargo June 2015 - Present
OneWest Bank June 2014 - August 2014
Westcourt Capital Corporation June 2013 - August 2013
UBS January 2013 - June 2013
Skills
Microsoft Word, Financial Analysis, Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Financial Modeling, Marketing, Public Speaking, Data Analysis, Finance
Education
University of Southern California - Marshall School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration - Finance
University of Southern California - Sol Price School of Public Policy 2011 — 2015
Minor - Real Estate Development
Universidad Carlos III de Madrid 2014 — 2014
Bachelor of Business Administration (BBA), Finance/Entrepreneurship
Viewpoint School 2007 — 2011
Felipe Luna Felipe Luna's UBS Experience December 2002 - September 2005
Job CEO, CONCERT Global Companies
Industry Financial Services
Experience
CONCERT Global September 2005 - Present
UBS December 2002 - September 2005
Smith Barney June 1998 - December 2002
Merrill Lynch 1994 - June 1998
Skills
Asset Managment, Corporate Development, Operations Management, Business Process..., Executive Pay, Managing Accounts, Wealth Management, Investment Advisory, Finance, Succession Planning, Investments, Asset Allocation, Asset Management, Executive Management, Wealth Management..., Financial Services, Mergers & Acquisitions, Portfolio Management, CRM, Alternative Investments, Investment Strategies, Financial Advisory, Leadership, Mutual Funds, Management, Strategic Financial..., Financial Analysis, Options, Retirement, Management Consulting, Business Planning, Mergers
Education
United States Naval Academy 1984 — 1989
B.S., Engineering
Catholic Highschool 1981 — 1984
CONCERT Global September 2005 - Present
UBS December 2002 - September 2005
Smith Barney June 1998 - December 2002
Merrill Lynch 1994 - June 1998
Skills
Asset Managment, Corporate Development, Operations Management, Business Process..., Executive Pay, Managing Accounts, Wealth Management, Investment Advisory, Finance, Succession Planning, Investments, Asset Allocation, Asset Management, Executive Management, Wealth Management..., Financial Services, Mergers & Acquisitions, Portfolio Management, CRM, Alternative Investments, Investment Strategies, Financial Advisory, Leadership, Mutual Funds, Management, Strategic Financial..., Financial Analysis, Options, Retirement, Management Consulting, Business Planning, Mergers
Education
United States Naval Academy 1984 — 1989
B.S., Engineering
Catholic Highschool 1981 — 1984
David Chodosch's UBS Experience November 2008 - Present
Job Senior Vice President Investments
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley Smith Barney 1998 - November 2008
Merrill Lynch January 1995 - 1998
Education
Union College 1990 — 1994
Bachelor of Arts (B.A.), History
UBS November 2008 - Present
Morgan Stanley Smith Barney 1998 - November 2008
Merrill Lynch January 1995 - 1998
Education
Union College 1990 — 1994
Bachelor of Arts (B.A.), History
Sreesha Vaman Sreesha Vaman's UBS Experience July 2001 - February 2005
Job Business Development, Strategy, and Capital Markets
Industry Capital Markets
Experience
Guggenheim Securities September 2012 - Present
Sari Closet January 2011 - October 2012
Harrah's Entertainment June 2010 - August 2010
Dinosaur Securities LLC December 2008 - July 2009
Lehman Brothers February 2005 - July 2008
UBS July 2001 - February 2005
Skills
International Project..., Strategic Negotiations, Global Business..., New Business Development, Marketing Strategy, Investment Banking, Strategic Partnerships, Capital Markets, Market Research, Competitive Analysis, Financial Modeling, Strategy, Start-ups, Digital Marketing, Management, Financial Analysis, Integrated Marketing, Business Development, Business Strategy, Marketing, Product Management, Finance, Risk Management
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Strategy
New York University - Leonard N. Stern School of Business 1997 — 2001
B.S., Finance and International Business
Guggenheim Securities September 2012 - Present
Sari Closet January 2011 - October 2012
Harrah's Entertainment June 2010 - August 2010
Dinosaur Securities LLC December 2008 - July 2009
Lehman Brothers February 2005 - July 2008
UBS July 2001 - February 2005
Skills
International Project..., Strategic Negotiations, Global Business..., New Business Development, Marketing Strategy, Investment Banking, Strategic Partnerships, Capital Markets, Market Research, Competitive Analysis, Financial Modeling, Strategy, Start-ups, Digital Marketing, Management, Financial Analysis, Integrated Marketing, Business Development, Business Strategy, Marketing, Product Management, Finance, Risk Management
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Strategy
New York University - Leonard N. Stern School of Business 1997 — 2001
B.S., Finance and International Business
Robert Michlovich Robert Michlovich's UBS Experience October 2009 - July 2011
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
UBS October 2009 - July 2011
UBS July 2007 - October 2009
Skills
Investment Banking, Financial Modeling, Investments, Valuation, Securities
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Finance
The Pennsylvania State University - Smeal College of Business 2003 — 2007
Bachelor's of Science, Finance
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
UBS October 2009 - July 2011
UBS July 2007 - October 2009
Skills
Investment Banking, Financial Modeling, Investments, Valuation, Securities
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Finance
The Pennsylvania State University - Smeal College of Business 2003 — 2007
Bachelor's of Science, Finance
Deborah Goodman (Kroll) Deborah Goodman (Kroll)'s UBS Experience April 2013 - Present
Job Director at UBS, Global Head of Production Metrics & Analytics
Industry Management Consulting
Experience
UBS April 2013 - Present
UBS 2008 - Present
UBS June 2011 - March 2013
UBS November 2009 - June 2011
UBS Investment Bank June 2008 - November 2009
Deloitte Consulting 1997 - 2003
Deloitte and Touche 1997 - 2003
Andersen Consulting 1993 - 1997
Accenture 1993 - 1997
Skills
Management Consulting, Strategy, Management, IT Strategy, Performance Dashboards, Business Process, Business Strategy, KPI Dashboards, Business Analysis, Business Process..., Change Management, Program Management, Cost Reduction..., Financial Analysis, Project Management, Project Planning
Education
Union College 1989 — 1993
Bachelor of Science (B.S.), Mathematics
Sutherland
UBS April 2013 - Present
UBS 2008 - Present
UBS June 2011 - March 2013
UBS November 2009 - June 2011
UBS Investment Bank June 2008 - November 2009
Deloitte Consulting 1997 - 2003
Deloitte and Touche 1997 - 2003
Andersen Consulting 1993 - 1997
Accenture 1993 - 1997
Skills
Management Consulting, Strategy, Management, IT Strategy, Performance Dashboards, Business Process, Business Strategy, KPI Dashboards, Business Analysis, Business Process..., Change Management, Program Management, Cost Reduction..., Financial Analysis, Project Management, Project Planning
Education
Union College 1989 — 1993
Bachelor of Science (B.S.), Mathematics
Sutherland
Whit Mittlefehldt's UBS Experience August 2015 - Present
Job Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Morgan Stanley June 2015 - August 2015
Wake Forest University August 2011 - May 2015
Delaware North Companies May 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Skills
Analytical Skills, Team Leadership, Problem Solving, Organization Skills, Strategic Thinking, Communication, Microsoft Excel, PowerPoint
Education
Wake Forest University 2011 — 2015
BA, Economics
Universitat Ramon Llull 2013 — 2013
The Hill School 2010 — 2011
Canisius High School 2006 — 2010
UBS August 2015 - Present
Morgan Stanley June 2015 - August 2015
Wake Forest University August 2011 - May 2015
Delaware North Companies May 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Skills
Analytical Skills, Team Leadership, Problem Solving, Organization Skills, Strategic Thinking, Communication, Microsoft Excel, PowerPoint
Education
Wake Forest University 2011 — 2015
BA, Economics
Universitat Ramon Llull 2013 — 2013
The Hill School 2010 — 2011
Canisius High School 2006 — 2010
Valter Rehn Valter Rehn's UBS Experience November 1996 - October 1997
Job Senior OCP, OCE Oracle Core and Applications DBA
Industry Information Technology and Services
Experience
Amazon Web Services June 2015 - Present
Dell August 2013 - November 2013
Dell March 2011 - July 2013
Dell July 2009 - March 2011
Panvel Pharmacies / DIMED SA June 2004 - May 2009
Panvel Pharmacies / DIMED SA August 2000 - May 2004
Panvel Pharmacies / DIMED SA August 1999 - July 2000
Panvel Pharmacies / DIMED SA February 1999 - July 1999
JBI On Line Computadores June 1998 - January 1999
UBS November 1996 - October 1997
Skills
ITIL, Disaster Recovery, High Availability, Data Center, Database Administration, Database Design, Oracle, Cluster, PL/SQL, Clipper, Bash, Linux System..., EMC Storage, VMware Infrastructure, Performance Tuning, Linux, Oracle RAC, Apache, RMAN, SQL
Education
University of North Texas 2014 — 2015
Master of Science (MS), Engineering Technology with focus on Engineering Management, 4.0
Universidade Federal do Rio Grande do Sul 2003 — 2010
Bachelor of Science, Computer Science
Other Courses
Amazon Web Services June 2015 - Present
Dell August 2013 - November 2013
Dell March 2011 - July 2013
Dell July 2009 - March 2011
Panvel Pharmacies / DIMED SA June 2004 - May 2009
Panvel Pharmacies / DIMED SA August 2000 - May 2004
Panvel Pharmacies / DIMED SA August 1999 - July 2000
Panvel Pharmacies / DIMED SA February 1999 - July 1999
JBI On Line Computadores June 1998 - January 1999
UBS November 1996 - October 1997
Skills
ITIL, Disaster Recovery, High Availability, Data Center, Database Administration, Database Design, Oracle, Cluster, PL/SQL, Clipper, Bash, Linux System..., EMC Storage, VMware Infrastructure, Performance Tuning, Linux, Oracle RAC, Apache, RMAN, SQL
Education
University of North Texas 2014 — 2015
Master of Science (MS), Engineering Technology with focus on Engineering Management, 4.0
Universidade Federal do Rio Grande do Sul 2003 — 2010
Bachelor of Science, Computer Science
Other Courses
Scott Fitch's UBS Experience May 2008 - October 2009
Job Vice President, Business Development at Platinum Equity
Industry Venture Capital & Private Equity
Experience
Platinum Equity November 2009 - Present
UBS May 2008 - October 2009
SEC January 2004 - July 2006
Education
UCLA Anderson School of Management 2006 — 2008
Master of Business Administration (MBA), Finance, General
University of California, Santa Barbara 1999 — 2003
Bachelor of Arts (B.A.), Economics
Platinum Equity November 2009 - Present
UBS May 2008 - October 2009
SEC January 2004 - July 2006
Education
UCLA Anderson School of Management 2006 — 2008
Master of Business Administration (MBA), Finance, General
University of California, Santa Barbara 1999 — 2003
Bachelor of Arts (B.A.), Economics
Claire O'Brien Claire O'Brien's UBS Experience January 2009 - May 2009
Job Consultant Relations Associate at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group March 2015 - Present
Janus Capital Group June 2013 - March 2015
Blue Moon Works, Inc. March 2012 - June 2013
Cook Street Consulting, Inc. April 2010 - March 2012
UBS January 2009 - May 2009
City and County of Denver Jobs May 2007 - August 2007
Skills
Marketing, Social Media Marketing, Microsoft Office, Analysis, Social Media, Event Planning, Finance, Financial Analysis, Financial Reporting, Digital Marketing, Microsoft Excel, Financial Modeling
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance and International Business
Universidad Pablo de Olavide 2008 — 2008
International Business and Culture
Janus Capital Group March 2015 - Present
Janus Capital Group June 2013 - March 2015
Blue Moon Works, Inc. March 2012 - June 2013
Cook Street Consulting, Inc. April 2010 - March 2012
UBS January 2009 - May 2009
City and County of Denver Jobs May 2007 - August 2007
Skills
Marketing, Social Media Marketing, Microsoft Office, Analysis, Social Media, Event Planning, Finance, Financial Analysis, Financial Reporting, Digital Marketing, Microsoft Excel, Financial Modeling
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance and International Business
Universidad Pablo de Olavide 2008 — 2008
International Business and Culture
Matthias Autrata Matthias Autrata's UBS Experience August 2011 - June 2013
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2013 - Present
UBS August 2011 - June 2013
Deutsche Bank March 2006 - August 2011
TenSixtyfour March 2003 - March 2006
ABN AMRO Services Company May 1997 - March 2003
Bank of America October 1995 - April 1997
Symmetrix Inc December 1994 - September 1995
Open Vision Technologies February 1994 - November 1994
Open Software Foundation February 1990 - February 1994
Skills
Enterprise Architecture, IT Strategy, Cloud Computing, SOA, Agile Methodologies, Architecture, Middleware, Distributed Systems, Strategy, Application Architecture, Enterprise Software, Architectures, Information Architecture, Software Project..., SaaS, Program Management, Infrastructure, Integration, System Architecture, Operational Efficiency, Data Architecture, Business Intelligence, Unix, IT Management, Data Modeling, Enterprise Management..., System Monitoring, Software Development, Leadership, Management, Consulting, Data Warehousing, Governance, Big Data, ESM, Solution Architecture
Education
Universität Ulm 1980 — 1990
Doctorate, Mathematics
University of Southern California 1983 — 1985
MsC, Mathematics
Morgan Stanley July 2013 - Present
UBS August 2011 - June 2013
Deutsche Bank March 2006 - August 2011
TenSixtyfour March 2003 - March 2006
ABN AMRO Services Company May 1997 - March 2003
Bank of America October 1995 - April 1997
Symmetrix Inc December 1994 - September 1995
Open Vision Technologies February 1994 - November 1994
Open Software Foundation February 1990 - February 1994
Skills
Enterprise Architecture, IT Strategy, Cloud Computing, SOA, Agile Methodologies, Architecture, Middleware, Distributed Systems, Strategy, Application Architecture, Enterprise Software, Architectures, Information Architecture, Software Project..., SaaS, Program Management, Infrastructure, Integration, System Architecture, Operational Efficiency, Data Architecture, Business Intelligence, Unix, IT Management, Data Modeling, Enterprise Management..., System Monitoring, Software Development, Leadership, Management, Consulting, Data Warehousing, Governance, Big Data, ESM, Solution Architecture
Education
Universität Ulm 1980 — 1990
Doctorate, Mathematics
University of Southern California 1983 — 1985
MsC, Mathematics
Scott Schoder Scott Schoder's UBS Experience July 2015 - Present
Job Investment Banking Analyst at UBS
Industry Investment Banking
Experience
UBS July 2015 - Present
UBS June 2014 - August 2014
CIBC June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Vanderbilt University 2011 — 2015
Bachelor’s Degree, Mathematics, Economics
Universitat Pompeu Fabra 2013 — 2013
Spanish Language and Literature
New Trier High School 2007 — 2011
UBS July 2015 - Present
UBS June 2014 - August 2014
CIBC June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Vanderbilt University 2011 — 2015
Bachelor’s Degree, Mathematics, Economics
Universitat Pompeu Fabra 2013 — 2013
Spanish Language and Literature
New Trier High School 2007 — 2011
Anna Mirza Janczy's UBS Experience 2012 — 2016
Job FinTech Futurist
Industry Internet
Experience
UBS 2012 — 2016
Education
New Trier High School 2004 — 2008
Visual arts, economics and chemistry
University of Illinois at Chicago 2009 — 2013
Bachelor of Arts (B.A.) Bachelor of Science (B.S.), Spanish-Economics; Finance
Universitat d'Alacant 2010 — 2010
Summer Language and Cultural Immersion Program
Universidad de Sevilla 2013 — 2013
Bachelor’s Degree, International Finance and Spanish-Economics
UBS 2012 — 2016
Education
New Trier High School 2004 — 2008
Visual arts, economics and chemistry
University of Illinois at Chicago 2009 — 2013
Bachelor of Arts (B.A.) Bachelor of Science (B.S.), Spanish-Economics; Finance
Universitat d'Alacant 2010 — 2010
Summer Language and Cultural Immersion Program
Universidad de Sevilla 2013 — 2013
Bachelor’s Degree, International Finance and Spanish-Economics
Tran Pham's UBS Experience January 2007 - May 2010
Job Owner at Polaris Investment LLC
Industry Real Estate
Experience
Polaris Investment LLC May 2011 - March 2014
JP Morgan May 2010 - May 2011
UBS January 2007 - May 2010
UBS July 2002 - December 2005
UBS January 2001 - July 2002
UBS August 1999 - December 2001
Skills
Trading Systems, Equities, Electronic Trading, Investments, Prime Brokerage, Fixed Income, Hedge Funds, Investment Banking, Business Analysis, Capital Markets, Options, Derivatives, ITIL, Risk Management, Portfolio Management, Asset Management, FX Options, Trading, Financial Markets, Financial Services, Bonds, Alternative Investments, Valuation, Securities, Emerging Markets, Private Equity, Equity Derivatives
Education
UCL 1995 — 1999
BSc, Computer Science
Whitgift School 1989 — 1995
Shirley High
Polaris Investment LLC May 2011 - March 2014
JP Morgan May 2010 - May 2011
UBS January 2007 - May 2010
UBS July 2002 - December 2005
UBS January 2001 - July 2002
UBS August 1999 - December 2001
Skills
Trading Systems, Equities, Electronic Trading, Investments, Prime Brokerage, Fixed Income, Hedge Funds, Investment Banking, Business Analysis, Capital Markets, Options, Derivatives, ITIL, Risk Management, Portfolio Management, Asset Management, FX Options, Trading, Financial Markets, Financial Services, Bonds, Alternative Investments, Valuation, Securities, Emerging Markets, Private Equity, Equity Derivatives
Education
UCL 1995 — 1999
BSc, Computer Science
Whitgift School 1989 — 1995
Shirley High
Bayly Taff's UBS Experience January 2004 - Present
Job Senior Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2004 - Present
Goldman, Sachs & Co. July 1994 - January 2004
US Navy July 1980 - August 1992
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1994
M.B.A., Finance
United States Naval Academy 1980 — 1984
B.S., History
UBS January 2004 - Present
Goldman, Sachs & Co. July 1994 - January 2004
US Navy July 1980 - August 1992
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1994
M.B.A., Finance
United States Naval Academy 1980 — 1984
B.S., History
Greg Barrett's UBS Experience 2001 - 2003
Job Senior Business Leader at MasterCard Worldwide
Industry Financial Services
Experience
MasterCard Worldwide June 2003 - Present
UBS 2001 - 2003
J.P. Morgan January 2000 - January 2001
Skills
Online Marketing, Product Management, E-commerce, Business Analysis, Cross-functional Team..., Analytics, SEO, Project Management, Product Development, Strategic Partnerships, Strategy, Financial Services, Digital Marketing, Business Strategy, Segmentation, Digital Strategy, Marketing Strategy, Management, Web Analytics, CMS, Online Advertising, Mobile Payments, Leadership, Marketing, Web Design, Contract Negotiation, MS Project, PowerPoint, Integrated Marketing, Budgets, Program Management, Vendor Management, Budgeting, Product Requirements, Vendor Relations, Site Design, Budget Management, Payments, Debit Cards, Credit Cards, Omniture, Cards, Mobile Applications, Payment Cards, Agile Methodologies, Agile Project Management, Agile Web Development, Agile Application...
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Marketing and International Business
Union College 1988 — 1992
BS, Biology
MasterCard Worldwide June 2003 - Present
UBS 2001 - 2003
J.P. Morgan January 2000 - January 2001
Skills
Online Marketing, Product Management, E-commerce, Business Analysis, Cross-functional Team..., Analytics, SEO, Project Management, Product Development, Strategic Partnerships, Strategy, Financial Services, Digital Marketing, Business Strategy, Segmentation, Digital Strategy, Marketing Strategy, Management, Web Analytics, CMS, Online Advertising, Mobile Payments, Leadership, Marketing, Web Design, Contract Negotiation, MS Project, PowerPoint, Integrated Marketing, Budgets, Program Management, Vendor Management, Budgeting, Product Requirements, Vendor Relations, Site Design, Budget Management, Payments, Debit Cards, Credit Cards, Omniture, Cards, Mobile Applications, Payment Cards, Agile Methodologies, Agile Project Management, Agile Web Development, Agile Application...
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Marketing and International Business
Union College 1988 — 1992
BS, Biology
Bob Badeer's UBS Experience March 2002 - May 2008
Job Energy Commodities Professional/Trader
Industry Oil & Energy
Experience
Credit Suisse June 2008 - September 2012
UBS March 2002 - May 2008
Enron June 1997 - March 2002
Schlumberger February 1994 - January 1995
U.S. Marines May 1988 - January 1994
Skills
Commodity Markets, Commodity, Hedging, Derivatives, Trading, Options, Energy Markets, Financial Modeling, Natural Gas, Proprietary Trading, Swaps, Valuation, Market Risk, Structured Products, Energy, Financial Markets, Commodity Risk...
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
United States Naval Academy 1984 — 1988
BA, Mechanical Engineering
Credit Suisse June 2008 - September 2012
UBS March 2002 - May 2008
Enron June 1997 - March 2002
Schlumberger February 1994 - January 1995
U.S. Marines May 1988 - January 1994
Skills
Commodity Markets, Commodity, Hedging, Derivatives, Trading, Options, Energy Markets, Financial Modeling, Natural Gas, Proprietary Trading, Swaps, Valuation, Market Risk, Structured Products, Energy, Financial Markets, Commodity Risk...
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
United States Naval Academy 1984 — 1988
BA, Mechanical Engineering
Emily Zeltser's UBS Experience January 2000 - August 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
The Reserve Funds November 2007 - January 2009
UBS January 2000 - August 2007
Skills
DB2, Requirements Analysis, VSAM, Quality Assurance, Mainframe, JCL, Databases, SDLC, Project Management, Testing, COBOL, MS Project, CICS
Education
1981 — 1986
The Reserve Funds November 2007 - January 2009
UBS January 2000 - August 2007
Skills
DB2, Requirements Analysis, VSAM, Quality Assurance, Mainframe, JCL, Databases, SDLC, Project Management, Testing, COBOL, MS Project, CICS
Education
1981 — 1986
David Attisani, CFA's UBS Experience 2002 - 2004
Job Institutional Sales/Relationship Management
Industry Financial Services
Experience
Loop Capital Markets October 2014 - February 2015
Cortview Capital Markets/Pierpont Securities April 2012 - October 2013
Keefe, Bruyette & Woods August 2010 - November 2011
Rait Securities/ Aladdin Capital, LLC January 2009 - July 2010
Countrywide Securities 2004 - 2008
UBS 2002 - 2004
Bear Stearns 2001 - 2002
Prudential Securities 1995 - 2000
Prudential Securities 1995 - 1998
US Navy 1983 - April 1994
Skills
Securities, Structured Products, ABS, Capital Markets, Hedge Funds, Investments, Financial Analysis, Fixed Income, Equities, Asset Management, Portfolio Management, Private Equity, Trading, Series 63, Hedging, Finance, Bloomberg, Bonds, Investment Banking, Series 7, Structured Finance, Financial Structuring, Financial Risk, Credit Derivatives, Alternative Investments, Team Leadership, New Business Development, Leadership Development, Relationship Management, Loans, Financial Markets, CDO, MBS, Derivatives, Economics, CMBS, Sales
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
United States Naval Academy
BS, Economics
Loop Capital Markets October 2014 - February 2015
Cortview Capital Markets/Pierpont Securities April 2012 - October 2013
Keefe, Bruyette & Woods August 2010 - November 2011
Rait Securities/ Aladdin Capital, LLC January 2009 - July 2010
Countrywide Securities 2004 - 2008
UBS 2002 - 2004
Bear Stearns 2001 - 2002
Prudential Securities 1995 - 2000
Prudential Securities 1995 - 1998
US Navy 1983 - April 1994
Skills
Securities, Structured Products, ABS, Capital Markets, Hedge Funds, Investments, Financial Analysis, Fixed Income, Equities, Asset Management, Portfolio Management, Private Equity, Trading, Series 63, Hedging, Finance, Bloomberg, Bonds, Investment Banking, Series 7, Structured Finance, Financial Structuring, Financial Risk, Credit Derivatives, Alternative Investments, Team Leadership, New Business Development, Leadership Development, Relationship Management, Loans, Financial Markets, CDO, MBS, Derivatives, Economics, CMBS, Sales
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
United States Naval Academy
BS, Economics
Zach Poelma's UBS Experience October 2010 - October 2011
Job Senior Manager Strategy and Business Development at Southern Wine & Spirits
Industry Consumer Goods
Experience
Southern Wine & Spirits February 2015 - Present
The Dannon Company November 2013 - February 2015
Burger King Corporation June 2013 - November 2013
Burger King Corporation January 2013 - June 2013
Southern Wine & Spirits October 2011 - January 2013
UBS October 2010 - October 2011
UBS June 2007 - October 2010
Procter & Gamble May 2006 - June 2007
Procter & Gamble July 2004 - May 2006
United States Navy May 2003 - July 2004
Skills
Strategic Planning, Marketing Strategy, Commercial Innovation, Financial Analysis, P&L Management, Market Analysis, Team Leadership, Project Planning, Project Implementation, Project Finance, Financial Modeling, Financial Reporting, Financial Markets, Problem Solving, Financial Management, Competitive Analysis, Risk Management, Equity Valuation, Auditing, Investments, Equity Research, Report Writing, PowerPoint, Excel, Word
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
United States Naval Academy 1999 — 2003
Bachelor of Science, Economics
Clarence
Southern Wine & Spirits February 2015 - Present
The Dannon Company November 2013 - February 2015
Burger King Corporation June 2013 - November 2013
Burger King Corporation January 2013 - June 2013
Southern Wine & Spirits October 2011 - January 2013
UBS October 2010 - October 2011
UBS June 2007 - October 2010
Procter & Gamble May 2006 - June 2007
Procter & Gamble July 2004 - May 2006
United States Navy May 2003 - July 2004
Skills
Strategic Planning, Marketing Strategy, Commercial Innovation, Financial Analysis, P&L Management, Market Analysis, Team Leadership, Project Planning, Project Implementation, Project Finance, Financial Modeling, Financial Reporting, Financial Markets, Problem Solving, Financial Management, Competitive Analysis, Risk Management, Equity Valuation, Auditing, Investments, Equity Research, Report Writing, PowerPoint, Excel, Word
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
United States Naval Academy 1999 — 2003
Bachelor of Science, Economics
Clarence
Jesse Rubin's UBS Experience March 2010 - June 2010
Job Assistant Vice President, Depositary Receipts at Citi
Industry Banking
Experience
Citi August 2014 - Present
Citi August 2013 - August 2014
Citi June 2012 - August 2013
Citi January 2011 - June 2012
Club Med July 2010 - January 2011
UBS March 2010 - June 2010
One News August 2009 - March 2010
UBS June 2008 - August 2008
Skills
Analysis, Finance, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Business Development, Product Management, Business Strategy, Word, Business Objects, Capital Markets, MicroStrategy Reporting, Pivot Tables, Bloomberg Terminal, ipreo, Depositary Receipts, Equities
Education
University of Miami 2006 — 2010
Business Administration, Finance
Universidad Pontificia Comillas 2009 — 2009
Finance
Maumee Valley Country Day School 2002 — 2006
Citi August 2014 - Present
Citi August 2013 - August 2014
Citi June 2012 - August 2013
Citi January 2011 - June 2012
Club Med July 2010 - January 2011
UBS March 2010 - June 2010
One News August 2009 - March 2010
UBS June 2008 - August 2008
Skills
Analysis, Finance, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Business Development, Product Management, Business Strategy, Word, Business Objects, Capital Markets, MicroStrategy Reporting, Pivot Tables, Bloomberg Terminal, ipreo, Depositary Receipts, Equities
Education
University of Miami 2006 — 2010
Business Administration, Finance
Universidad Pontificia Comillas 2009 — 2009
Finance
Maumee Valley Country Day School 2002 — 2006
Jeff Buhrman's UBS Experience October 2005 - December 2006
Job Associate Vice President at Wunderlich Securities
Industry Investment Banking
Experience
Wunderlich Securities June 2014 - Present
ROTH Capital Partners January 2012 - June 2014
ROTH Capital Partners January 2010 - January 2012
PCG Asset Management August 2008 - January 2010
Morgan Stanley July 2007 - July 2008
UBS October 2005 - December 2006
Skills
Mergers, Acquisitions, Financial Modeling, Capital Raising, Private Equity, Venture Capital, Corporate Finance, Valuation, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (MBA)
University of Washington 2003 — 2007
BA, Economics
Wunderlich Securities June 2014 - Present
ROTH Capital Partners January 2012 - June 2014
ROTH Capital Partners January 2010 - January 2012
PCG Asset Management August 2008 - January 2010
Morgan Stanley July 2007 - July 2008
UBS October 2005 - December 2006
Skills
Mergers, Acquisitions, Financial Modeling, Capital Raising, Private Equity, Venture Capital, Corporate Finance, Valuation, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (MBA)
University of Washington 2003 — 2007
BA, Economics
Oscar Mack's UBS Experience 2005 - 2006
Job Director of Application Development at Select Equity Group, L.P.
Industry Information Technology and Services
Experience
Select Equity Group, L.P. April 2011 - Present
Select Equity Group April 2009 - Present
JPMorgan Chase 2006 - April 2009
UBS 2005 - 2006
SG Cowen 2004 - 2005
Merrill Lynch 2000 - 2004
DTCC 1999 - 2000
Sumitomo Mitsui Banking Corporation 1993 - 1999
Sperry Univac 1988 - 1992
Skills
Telerik, Telerik Controls, Business Analysis, Change Management, Derivatives, Disaster Recovery, Equities, Fixed Income, Infrastructure, Investment Banking, Management, Options, Oracle, Project Management, Quality Assurance, SDLC, Software Development, Strategy, Sybase, Testing, Trading, Unix, Vendor Management, Trading Systems
Education
United States Air Force Academy 1976 — 1980
Select Equity Group, L.P. April 2011 - Present
Select Equity Group April 2009 - Present
JPMorgan Chase 2006 - April 2009
UBS 2005 - 2006
SG Cowen 2004 - 2005
Merrill Lynch 2000 - 2004
DTCC 1999 - 2000
Sumitomo Mitsui Banking Corporation 1993 - 1999
Sperry Univac 1988 - 1992
Skills
Telerik, Telerik Controls, Business Analysis, Change Management, Derivatives, Disaster Recovery, Equities, Fixed Income, Infrastructure, Investment Banking, Management, Options, Oracle, Project Management, Quality Assurance, SDLC, Software Development, Strategy, Sybase, Testing, Trading, Unix, Vendor Management, Trading Systems
Education
United States Air Force Academy 1976 — 1980
J C Turban's UBS Experience August 1995 - August 1999
Job Senior Vice President Investments at Mora Wealth Management
Industry Financial Services
Experience
Mora Wealth Management November 2013 - Present
Wells Fargo Advisors August 2008 - November 2013
Merrill Lynch November 1999 - August 2008
UBS August 1995 - August 1999
UBS January 1992 - August 1995
Nestle de Colombia Sa October 1990 - July 1991
Nestle de Colombia Sa May 1989 - October 1990
Nestle de Colombia January 1988 - May 1989
Nestle September 1987 - January 1988
Skills
Investments, Portfolio Management, Alternative Investments, Banking, Series 7, Bonds, Asset Management, Business Strategy, New Business Development, Fixed Income, Strategic Planning, Equities, Investment Banking, ETFs, Trading, Hedge Funds, Uniform Combined State..., Serie 66, Fixed Annuities, Variable Annuities, NMLS Licensed, Wealth Management, Marketing Management, Asset Allocation, Mutual Funds, Securities, Finance, Financial Services, Strategy
Education
Universidad Iberoamericana, Ciudad de México 1997 — 1999
Master of Business Administration - MBA, International Finance, MBA
University of Paris I: Panthéon-Sorbonne 1985 — 1986
Licence, Licence Es Sciences Economiques
The Uniform Combined State Law Examination , Series 66 2000 — 2000
The Uniform Combined State Law Examination , Series 66, Series 63 and Series 65 nvestment professional to qualify for registration as an Investment Advisor, Serie 66
General Securities Representative Exam, Series 7 2000 — 2000
General Securities Representative Exam, Series 7, broker-dealer, Serie 7
Variable and life annuity insurance license 2008 — 2008
Variable and life annuity insurance license, Variable, fixed and life insurnace
Mortgage Loan Originator 2013 — 2013
Mortgage Loan Originator, Mortgage Loans, NMLS 1018364
Université Panthéon Assas (Paris II) 1982 — 1986
DEUG, DEUG Es Sciences Economiques
Lycée Français Jean Mermoz -Buenos Aires Argentine 1976 — 1981
Bachalauréat série économie, Economics
Mora Wealth Management November 2013 - Present
Wells Fargo Advisors August 2008 - November 2013
Merrill Lynch November 1999 - August 2008
UBS August 1995 - August 1999
UBS January 1992 - August 1995
Nestle de Colombia Sa October 1990 - July 1991
Nestle de Colombia Sa May 1989 - October 1990
Nestle de Colombia January 1988 - May 1989
Nestle September 1987 - January 1988
Skills
Investments, Portfolio Management, Alternative Investments, Banking, Series 7, Bonds, Asset Management, Business Strategy, New Business Development, Fixed Income, Strategic Planning, Equities, Investment Banking, ETFs, Trading, Hedge Funds, Uniform Combined State..., Serie 66, Fixed Annuities, Variable Annuities, NMLS Licensed, Wealth Management, Marketing Management, Asset Allocation, Mutual Funds, Securities, Finance, Financial Services, Strategy
Education
Universidad Iberoamericana, Ciudad de México 1997 — 1999
Master of Business Administration - MBA, International Finance, MBA
University of Paris I: Panthéon-Sorbonne 1985 — 1986
Licence, Licence Es Sciences Economiques
The Uniform Combined State Law Examination , Series 66 2000 — 2000
The Uniform Combined State Law Examination , Series 66, Series 63 and Series 65 nvestment professional to qualify for registration as an Investment Advisor, Serie 66
General Securities Representative Exam, Series 7 2000 — 2000
General Securities Representative Exam, Series 7, broker-dealer, Serie 7
Variable and life annuity insurance license 2008 — 2008
Variable and life annuity insurance license, Variable, fixed and life insurnace
Mortgage Loan Originator 2013 — 2013
Mortgage Loan Originator, Mortgage Loans, NMLS 1018364
Université Panthéon Assas (Paris II) 1982 — 1986
DEUG, DEUG Es Sciences Economiques
Lycée Français Jean Mermoz -Buenos Aires Argentine 1976 — 1981
Bachalauréat série économie, Economics
Benjamin Chung's UBS Experience June 2007 - August 2007
Job MBA Candidate at UCLA Anderson School of Management
Industry Investment Banking
Experience
UCLA Anderson School of Management September 2014 - Present
RBC Capital Markets June 2015 - August 2015
Accenture September 2010 - August 2014
Accenture August 2008 - August 2010
UBS June 2007 - August 2007
Samsung June 2006 - August 2006
Skills
Application Portfolio..., Business Case..., Business Relationship..., IT Capability Assessment, IT Operating Model, IT Strategy, IT Transformation, IT Outsourcing, Mergers & Acquisitions, Mortgage Banking, Process Improvement, Project Management, Wealth Management, Business Analysis, Management Consulting, Strategy, Financial Analysis, Analysis, Data Analysis
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
University of Michigan 2004 — 2008
BS, Electrical Engineering
Seoul International School
Seoul International School
Seoul International School
UCLA Anderson School of Management September 2014 - Present
RBC Capital Markets June 2015 - August 2015
Accenture September 2010 - August 2014
Accenture August 2008 - August 2010
UBS June 2007 - August 2007
Samsung June 2006 - August 2006
Skills
Application Portfolio..., Business Case..., Business Relationship..., IT Capability Assessment, IT Operating Model, IT Strategy, IT Transformation, IT Outsourcing, Mergers & Acquisitions, Mortgage Banking, Process Improvement, Project Management, Wealth Management, Business Analysis, Management Consulting, Strategy, Financial Analysis, Analysis, Data Analysis
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
University of Michigan 2004 — 2008
BS, Electrical Engineering
Seoul International School
Seoul International School
Seoul International School
Simon Alder's UBS Experience 2002 - 2003
Job Assistant Professor of Economics at University of North Carolina at Chapel Hill
Industry Research
Experience
University of North Carolina at Chapel Hill August 2014 - Present
University of Zurich March 2009 - July 2014
International Trade Centre October 2007 - January 2008
UNCTAD August 2007 - September 2007
responsAbility Social Investments 2005 - 2007
UBS 2002 - 2003
Skills
Econometrics, Development Economics, Stata, Economic Policy, Economics, German, Macroeconomics, LaTeX, Statistics, Microeconomics, French, English, Competition Research
Education
University of Zurich 2009 — 2014
Doctor of Philosophy (Ph.D.), Economics
Universität Zürich 2003 — 2009
Master of Arts (MA), Economics
Universidad de Murcia 2007 — 2007
Exchange Semester, Economics
University of North Carolina at Chapel Hill August 2014 - Present
University of Zurich March 2009 - July 2014
International Trade Centre October 2007 - January 2008
UNCTAD August 2007 - September 2007
responsAbility Social Investments 2005 - 2007
UBS 2002 - 2003
Skills
Econometrics, Development Economics, Stata, Economic Policy, Economics, German, Macroeconomics, LaTeX, Statistics, Microeconomics, French, English, Competition Research
Education
University of Zurich 2009 — 2014
Doctor of Philosophy (Ph.D.), Economics
Universität Zürich 2003 — 2009
Master of Arts (MA), Economics
Universidad de Murcia 2007 — 2007
Exchange Semester, Economics
Kim Campbell's UBS Experience May 1997 - March 1999
Job Managing Partner at Dunning Ponus Partners, LLC
Industry Capital Markets
Experience
Dunning Ponus Partners, LLC January 2014 - Present
Cortview Capital Markets/Pierpont Securities November 2011 - June 2013
Cortview Capital Markets November 2011 - October 2012
VelocityShares LLC June 2011 - November 2011
KC7 LLC 2009 - June 2011
Beacon Capital Markets LLC September 2008 - May 2009
Countrywide Securities Corporation March 1999 - August 2008
UBS May 1997 - March 1999
Morgan Stanley February 1993 - May 1997
First Boston March 1983 - February 1993
Skills
Equities, Venture Capital, Fixed Income, Capital Markets, Trading, Electronic Trading, Bonds, Finance, Mergers & Acquisitions, MBS, Derivatives, Investment Banking, Hedge Funds, Bloomberg, Securities, Structured Products, Alternative Investments, Risk Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
United States Military Academy at West Point 1972 — 1976
BS
Dunning Ponus Partners, LLC January 2014 - Present
Cortview Capital Markets/Pierpont Securities November 2011 - June 2013
Cortview Capital Markets November 2011 - October 2012
VelocityShares LLC June 2011 - November 2011
KC7 LLC 2009 - June 2011
Beacon Capital Markets LLC September 2008 - May 2009
Countrywide Securities Corporation March 1999 - August 2008
UBS May 1997 - March 1999
Morgan Stanley February 1993 - May 1997
First Boston March 1983 - February 1993
Skills
Equities, Venture Capital, Fixed Income, Capital Markets, Trading, Electronic Trading, Bonds, Finance, Mergers & Acquisitions, MBS, Derivatives, Investment Banking, Hedge Funds, Bloomberg, Securities, Structured Products, Alternative Investments, Risk Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
United States Military Academy at West Point 1972 — 1976
BS
Attila Kirjak's UBS Experience November 1997 - May 1998
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley June 1998 - Present
Morgan Stanley Wealth Management June 1998 - Present
UBS November 1997 - May 1998
Timber Hill January 1995 - November 1997
Interactive Brokers January 1995 - November 1997
Hungarian Railways (Magyar Államvasutak / MÁV) August 1994 - January 1995
Education
Universitatea de Vest din Timișoara 1989 — 1994
Computer Science
High School 1984 — 1988
Morgan Stanley June 1998 - Present
Morgan Stanley Wealth Management June 1998 - Present
UBS November 1997 - May 1998
Timber Hill January 1995 - November 1997
Interactive Brokers January 1995 - November 1997
Hungarian Railways (Magyar Államvasutak / MÁV) August 1994 - January 1995
Education
Universitatea de Vest din Timișoara 1989 — 1994
Computer Science
High School 1984 — 1988
Ian Overton's UBS Experience June 1997 - February 2011
Job Managing Director CoDeputy Head, Group Audit at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2013 - Present
Aetna February 2011 - August 2013
UBS June 1997 - February 2011
UBS April 2007 - March 2010
Morgan Stanley February 1992 - June 1997
Skills
Financial Risk, Internal Audit, Risk Management, Operational Risk, Operational Risk..., Management, Auditing, Financial Services, Analysis, Asset Management, Financial Analysis, Leadership, Investment Banking, Enterprise Risk..., Risk Assessment
Education
Institute of Chartered Accountants in England and Wales
UCL
Bachelor of Science, Economics and Economic History
Deutsche Bank August 2013 - Present
Aetna February 2011 - August 2013
UBS June 1997 - February 2011
UBS April 2007 - March 2010
Morgan Stanley February 1992 - June 1997
Skills
Financial Risk, Internal Audit, Risk Management, Operational Risk, Operational Risk..., Management, Auditing, Financial Services, Analysis, Asset Management, Financial Analysis, Leadership, Investment Banking, Enterprise Risk..., Risk Assessment
Education
Institute of Chartered Accountants in England and Wales
UCL
Bachelor of Science, Economics and Economic History
Kirk Cassel's UBS Experience 2008 - 2009
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2009 - Present
UBS 2008 - 2009
US Army 2000 - 2006
Skills
Credit Risk, Financial Modeling, Derivatives, Fixed Income, Hedge Funds, Investment Banking, Risk Management, Valuation, Capital Markets, Alternative Investments, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA
United States Military Academy at West Point 1996 — 2000
BS, Chemistry
Deutsche Bank June 2009 - Present
UBS 2008 - 2009
US Army 2000 - 2006
Skills
Credit Risk, Financial Modeling, Derivatives, Fixed Income, Hedge Funds, Investment Banking, Risk Management, Valuation, Capital Markets, Alternative Investments, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA
United States Military Academy at West Point 1996 — 2000
BS, Chemistry
Brennan Smith's UBS Experience June 2010 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS June 2010 - Present
Merrill Lynch 1994 - 2009
United States Army 1987 - 1990
Skills
Series 7, Series 24, Banking, Securities, Series 63, Hedge Funds, FINRA, Equities, Capital Markets, Fixed Income, AML, Alternative Investments, Investment Advisory, Private Equity, Securities Regulation
Education
United States Military Academy at West Point 1983 — 1987
B.S, Geography Studies (Math/Science/Engineering)
UBS June 2010 - Present
Merrill Lynch 1994 - 2009
United States Army 1987 - 1990
Skills
Series 7, Series 24, Banking, Securities, Series 63, Hedge Funds, FINRA, Equities, Capital Markets, Fixed Income, AML, Alternative Investments, Investment Advisory, Private Equity, Securities Regulation
Education
United States Military Academy at West Point 1983 — 1987
B.S, Geography Studies (Math/Science/Engineering)
Tim Furcillo's UBS Experience April 2014 - Present
Job Associate Director UBS
Industry Financial Services
Experience
UBS April 2014 - Present
Morgan Stanley March 2012 - April 2014
Fidelity Management and Research Company August 2010 - March 2012
Liberty Square Asset Management May 2009 - August 2009
Skills
Equities, Equity Research, Trading, Financial Modeling, Bloomberg Terminal, Salesforce.com, Financial Analysis
Education
Union College 2006 — 2010
BA, Psychology and Economics
UBS April 2014 - Present
Morgan Stanley March 2012 - April 2014
Fidelity Management and Research Company August 2010 - March 2012
Liberty Square Asset Management May 2009 - August 2009
Skills
Equities, Equity Research, Trading, Financial Modeling, Bloomberg Terminal, Salesforce.com, Financial Analysis
Education
Union College 2006 — 2010
BA, Psychology and Economics
Amy Mayer's UBS Experience June 2013 - March 2015
Job Executive Assistant at Carmel Partners
Industry Real Estate
Experience
Carmel Partners March 2015 - Present
UBS June 2013 - March 2015
First Republic Bank February 2012 - May 2013
First Republic Bank June 2009 - February 2012
First Republic Bank June 2007 - June 2009
Stanford University October 2005 - January 2007
Education
University of California, Santa Barbara 2001 — 2005
B.A., Communications
University of Barcelona 2004 — 2004
Spanish Language, Art History, Literature, Sociology
San Mateo High
Carmel Partners March 2015 - Present
UBS June 2013 - March 2015
First Republic Bank February 2012 - May 2013
First Republic Bank June 2009 - February 2012
First Republic Bank June 2007 - June 2009
Stanford University October 2005 - January 2007
Education
University of California, Santa Barbara 2001 — 2005
B.A., Communications
University of Barcelona 2004 — 2004
Spanish Language, Art History, Literature, Sociology
San Mateo High
Rey F. Medina Vélez's UBS Experience September 2014 - Present
Job Director Legal Department
Industry Financial Services
Experience
UBS September 2014 - Present
UBS August 1998 - September 2014
Skills
Investments, Mutual Funds, Strategic Financial..., Wealth Management, Alternative Investments, Portfolio Management, Series 7, Retirement Planning, Risk Management, Securities, Investment Advisory, Financial Advisory, Asset Management, Life Insurance, Fixed Annuities, Financial Analysis, Strategic Planning, Financial Planning
Education
InterAmerican University Lawschool 2007 — 2011
Juris Doctor
Universidad de Puerto Rico 1994 — 1998
Business Administration, Finance, Human Resources
UBS September 2014 - Present
UBS August 1998 - September 2014
Skills
Investments, Mutual Funds, Strategic Financial..., Wealth Management, Alternative Investments, Portfolio Management, Series 7, Retirement Planning, Risk Management, Securities, Investment Advisory, Financial Advisory, Asset Management, Life Insurance, Fixed Annuities, Financial Analysis, Strategic Planning, Financial Planning
Education
InterAmerican University Lawschool 2007 — 2011
Juris Doctor
Universidad de Puerto Rico 1994 — 1998
Business Administration, Finance, Human Resources
Angel Valle's UBS Experience May 2011 - Present
Job Senior VP Investments at UBS
Industry Financial Services
Experience
UBS May 2011 - Present
Citi August 1999 - April 2011
Education
Universidad Iberoamericana, Ciudad de México 1989 — 1993
UBS May 2011 - Present
Citi August 1999 - April 2011
Education
Universidad Iberoamericana, Ciudad de México 1989 — 1993
Alberto Rosario's UBS Experience April 2009 - December 2014
Job Volunteer Instructor
Industry Financial Services
Experience
Vitae Group 2014 - Present
UBS April 2009 - December 2014
Oriental Financial Services November 2005 - April 2009
Education
University of Phoenix 2004 — 2006
MBA, Marketing
University of Puerto Rico 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Vitae Group 2014 - Present
UBS April 2009 - December 2014
Oriental Financial Services November 2005 - April 2009
Education
University of Phoenix 2004 — 2006
MBA, Marketing
University of Puerto Rico 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Robert Weiler's UBS Experience June 1996 - July 1998
Job Associate Dean at UCLA Anderson School of Management
Industry Higher Education
Experience
UCLA Anderson School of Management September 2007 - Present
Trust Company of the West August 1998 - August 2007
UBS June 1996 - July 1998
Schroder Wertheim May 1994 - April 1996
Goldman Sachs June 1991 - April 1994
Carnation Company July 1986 - August 1989
Skills
Investments, Financial Analysis, Entrepreneurship, Equities, Asset Management, Business Strategy, Portfolio Management, Competitive Analysis, Capital Markets, General Management, Career Counseling, Marketing, Sales Management, Private Equity, Financial Modeling, Venture Capital
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
University of Virginia 1982 — 1986
BA, Economics
UCLA Anderson School of Management September 2007 - Present
Trust Company of the West August 1998 - August 2007
UBS June 1996 - July 1998
Schroder Wertheim May 1994 - April 1996
Goldman Sachs June 1991 - April 1994
Carnation Company July 1986 - August 1989
Skills
Investments, Financial Analysis, Entrepreneurship, Equities, Asset Management, Business Strategy, Portfolio Management, Competitive Analysis, Capital Markets, General Management, Career Counseling, Marketing, Sales Management, Private Equity, Financial Modeling, Venture Capital
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
University of Virginia 1982 — 1986
BA, Economics
Jesus Mattei, CFA's UBS Experience 2007 - 2011
Job Portfolio Manager at Santander Asset Management
Industry Financial Services
Experience
Santander Asset Management April 2012 - Present
Santander Asset Management April 2011 - April 2012
UBS 2007 - 2011
Banco Popular de Puerto Rico 2004 - 2007
Skills
Fixed Income, Bloomberg, Derivatives, Financial Modeling, Capital Markets, Bloomberg Terminal, Investments, Portfolio Management, Asset Managment, Financial Analysis, Corporate Finance, Bonds, Wealth Management, Fixed Income Portfolio..., Alternative Investments, Asset Allocation, Asset Management, Mutual Funds
Education
University of New Orleans 2007 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management
University of Puerto Rico 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Santander Asset Management April 2012 - Present
Santander Asset Management April 2011 - April 2012
UBS 2007 - 2011
Banco Popular de Puerto Rico 2004 - 2007
Skills
Fixed Income, Bloomberg, Derivatives, Financial Modeling, Capital Markets, Bloomberg Terminal, Investments, Portfolio Management, Asset Managment, Financial Analysis, Corporate Finance, Bonds, Wealth Management, Fixed Income Portfolio..., Alternative Investments, Asset Allocation, Asset Management, Mutual Funds
Education
University of New Orleans 2007 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management
University of Puerto Rico 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
cristiana gassmann's UBS Experience April 1995 - April 1996
Job please connect to my profile at cristiana29@yahoo.com
Industry Pharmaceuticals
Experience
Johnson & Johnson May 1996 - Present
UBS April 1995 - April 1996
Skills
Study Design, Statistics, Clinical Trials, Data Analysis, Time Series Analysis, Biostatistics, Survival Analysis, Statistical Programming, Clinical Development, SAS, Italian, Suicide scales and...
Education
Università degli Studi di Trento 1991 — 1995
PhD, Statistics
University of Minnesota-Twin Cities 1992 — 1994
Master, Statistics
Università Commerciale 'Luigi Bocconi' 1985 — 1990
BA, Economic and social disciplines
Johnson & Johnson May 1996 - Present
UBS April 1995 - April 1996
Skills
Study Design, Statistics, Clinical Trials, Data Analysis, Time Series Analysis, Biostatistics, Survival Analysis, Statistical Programming, Clinical Development, SAS, Italian, Suicide scales and...
Education
Università degli Studi di Trento 1991 — 1995
PhD, Statistics
University of Minnesota-Twin Cities 1992 — 1994
Master, Statistics
Università Commerciale 'Luigi Bocconi' 1985 — 1990
BA, Economic and social disciplines
arlene kerr mc donald's UBS Experience February 2013 - Present
Job Registered Branch Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2014 - Present
ubs February 2013 - Present
UBS Wealth Management November 2009 - February 2013
UBS Wealth Management January 1998 - November 2009
Education
University of Ulster 1979 — 1986
Bachelor of Applied Science (B.A.Sc.), Social Sciences
Thornhill college 1973 — 1979
UBS Financial Services June 2014 - Present
ubs February 2013 - Present
UBS Wealth Management November 2009 - February 2013
UBS Wealth Management January 1998 - November 2009
Education
University of Ulster 1979 — 1986
Bachelor of Applied Science (B.A.Sc.), Social Sciences
Thornhill college 1973 — 1979
Marlene Laboy's UBS Experience Programmer/AnalystUBS Wealth Management1999 - Present
Job ISD Lead Associate at UBS
Industry Financial Services
Experience
UBS Programmer/AnalystUBS Wealth Management1999 - Present
Skills
COBOL, DB2, SQL, Business Analysis, Data Analysis, Banking, Microsoft Word, SDLC, Requirements Analysis, Visio, Requirements Gathering, Oracle, Financial Analysis, Analysis, Risk Management, Access, Microsoft Excel, Databases
Education
Union County College
UBS Programmer/AnalystUBS Wealth Management1999 - Present
Skills
COBOL, DB2, SQL, Business Analysis, Data Analysis, Banking, Microsoft Word, SDLC, Requirements Analysis, Visio, Requirements Gathering, Oracle, Financial Analysis, Analysis, Risk Management, Access, Microsoft Excel, Databases
Education
Union County College
Ben Richter's UBS Experience May 2011 - August 2011
Job Sales District Leader at PepsiCo
Industry Food & Beverages
Experience
PepsiCo August 2014 - Present
PepsiCo March 2014 - August 2014
PepsiCo June 2013 - February 2014
The Palmetto Group May 2012 - August 2012
UBS May 2011 - August 2011
Alpha Epsilon Pi 2010 - 2011
Skills
Outstanding people..., Leadership, Integrity, Time Management, Vendor Relationships, Sales Promotion, Account Management, Management, Vendor Relationship..., Sales Management, Marketing
Education
University of Michigan 2009 — 2013
Bachelor of Arts (BA), Economics
Universitat Autònoma de Barcelona 2012 — 2012
International Business
Kentucky Country Day School 1997 — 2009
PepsiCo August 2014 - Present
PepsiCo March 2014 - August 2014
PepsiCo June 2013 - February 2014
The Palmetto Group May 2012 - August 2012
UBS May 2011 - August 2011
Alpha Epsilon Pi 2010 - 2011
Skills
Outstanding people..., Leadership, Integrity, Time Management, Vendor Relationships, Sales Promotion, Account Management, Management, Vendor Relationship..., Sales Management, Marketing
Education
University of Michigan 2009 — 2013
Bachelor of Arts (BA), Economics
Universitat Autònoma de Barcelona 2012 — 2012
International Business
Kentucky Country Day School 1997 — 2009
Chantal Götz's UBS Experience January 1994 - January 1996
Job Geschäftsführung bei Fidel Götz Stiftung
Industry Nonprofit Organization Management
Experience
Fidel Götz Stiftung February 1998 - Present
Credit Suisse February 1996 - February 1998
UBS January 1994 - January 1996
Education
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2010 — 2010
Certificate KMU
Universität Basel 2008 — 2008
Certificate Stiftungsmanagement
Europainstitut Basel 1993 — 1994
Master of Advanced European Studies, Jura/Wirtschaft/Politik
Universität Bern 1988 — 1992
lic.iur.
Fidel Götz Stiftung February 1998 - Present
Credit Suisse February 1996 - February 1998
UBS January 1994 - January 1996
Education
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2010 — 2010
Certificate KMU
Universität Basel 2008 — 2008
Certificate Stiftungsmanagement
Europainstitut Basel 1993 — 1994
Master of Advanced European Studies, Jura/Wirtschaft/Politik
Universität Bern 1988 — 1992
lic.iur.
Claudio Duboy's UBS Experience August 2005 - Present
Job Managing Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2012 - Present
UBS August 2005 - Present
UBS July 2005 - Present
J.P. Morgan 1994 - 2005
Skills
Fixed Income, Series 7, Equities, English, Alternative Investments, Estate Planning, Commercial Lending, Asset Allocation, Client, Sales Process, Management, Coaching, Series 66
Education
Universidad de Chile
Morgan Stanley Smith Barney June 2012 - Present
UBS August 2005 - Present
UBS July 2005 - Present
J.P. Morgan 1994 - 2005
Skills
Fixed Income, Series 7, Equities, English, Alternative Investments, Estate Planning, Commercial Lending, Asset Allocation, Client, Sales Process, Management, Coaching, Series 66
Education
Universidad de Chile
Alex A. Contreras's UBS Experience 2001 - 2002
Job Real Estate Lending and Entrepreneur (CFO)
Industry Financial Services
Experience
Blackhawk Capital 2008 - Present
Viesso / viesso.com 2007 - Present
Grand Capital 2002 - 2008
UBS 2001 - 2002
Skills
Entrepreneurship, Marketing Strategy, Mortgage Lending, Financial Analysis, Online Retail, Interior Design, Leadership, Finance, Marketing, New Business Development, Business Development, Small Business, Business Planning, Strategy, Forecasting, Management, Analysis, Portfolio Management, Investments, Strategic Planning
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
UCLA
Business/ Economics
Blackhawk Capital 2008 - Present
Viesso / viesso.com 2007 - Present
Grand Capital 2002 - 2008
UBS 2001 - 2002
Skills
Entrepreneurship, Marketing Strategy, Mortgage Lending, Financial Analysis, Online Retail, Interior Design, Leadership, Finance, Marketing, New Business Development, Business Development, Small Business, Business Planning, Strategy, Forecasting, Management, Analysis, Portfolio Management, Investments, Strategic Planning
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
UCLA
Business/ Economics
Lindsey Gersh's UBS Experience June 2012 - August 2012
Job Associate Media Analytics Consultant at Nielsen
Industry Market Research
Experience
Nielsen January 2015 - Present
Nielsen July 2013 - December 2014
UBS June 2012 - August 2012
NBCUniversal, Inc. June 2011 - August 2011
The Morris + King Company June 2011 - August 2011
Cottages and Gardens Publications July 2010 - August 2010
Kravet June 2010 - June 2010
Skills
Marketing Strategy, Spanish, Marketing Research, Data Analysis, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Research, Online Research, Social Media Marketing, Microsoft Word, Social Networking, Marketing, Editing, Digital Media, Public Speaking, Leadership
Education
Washington University in St. Louis 2009 — 2012
Bachelor of Arts (B.A.), Spanish, Business
Universidad Carlos III de Madrid
Weston High School 2005 — 2009
Nielsen January 2015 - Present
Nielsen July 2013 - December 2014
UBS June 2012 - August 2012
NBCUniversal, Inc. June 2011 - August 2011
The Morris + King Company June 2011 - August 2011
Cottages and Gardens Publications July 2010 - August 2010
Kravet June 2010 - June 2010
Skills
Marketing Strategy, Spanish, Marketing Research, Data Analysis, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Research, Online Research, Social Media Marketing, Microsoft Word, Social Networking, Marketing, Editing, Digital Media, Public Speaking, Leadership
Education
Washington University in St. Louis 2009 — 2012
Bachelor of Arts (B.A.), Spanish, Business
Universidad Carlos III de Madrid
Weston High School 2005 — 2009
Maria Fitton's UBS Experience 1986 - 2003
Job Credentialing Coordinator at Moonlighting Solutions, LLC
Industry Financial Services
Experience
Moonlighting Solutions, LLC August 2014 - Present
Cone Health September 2013 - July 2014
Wells Fargo 2012 - 2013
UBS 1986 - 2003
Skills
Customer Service, Multitasking Skills, Friendly Personality, Teamwork, Coaching, Team Building, Leadership, Microsoft Office, Sales, Time Management
Education
Union College
Bachelor of Arts (B.A.), Managerial Economics
Moonlighting Solutions, LLC August 2014 - Present
Cone Health September 2013 - July 2014
Wells Fargo 2012 - 2013
UBS 1986 - 2003
Skills
Customer Service, Multitasking Skills, Friendly Personality, Teamwork, Coaching, Team Building, Leadership, Microsoft Office, Sales, Time Management
Education
Union College
Bachelor of Arts (B.A.), Managerial Economics
Daniel Gonzalo's UBS Experience June 2014 - Present
Job Vice President Market Access Group UBS
Industry Investment Banking
Experience
UBS June 2014 - Present
Santander Private Banking International September 2013 - Present
Santander Private Banking International January 2011 - September 2013
Corp Casa de Bolsa February 2010 - November 2010
Banco Santander February 2009 - February 2010
Skills
Finanzas, Financial Analysis, Portfolio Management, Trading, Análisis financiero, Rentas fijas
Education
CIFF, Centro Internacional de Formación Financiera Madrid, Espana 2008 — 2009
Master's degree, Finanzas, general
Universidad Católica Andrés Bello
Bachelor's degree, Administración y gestión de empresas, general
UBS June 2014 - Present
Santander Private Banking International September 2013 - Present
Santander Private Banking International January 2011 - September 2013
Corp Casa de Bolsa February 2010 - November 2010
Banco Santander February 2009 - February 2010
Skills
Finanzas, Financial Analysis, Portfolio Management, Trading, Análisis financiero, Rentas fijas
Education
CIFF, Centro Internacional de Formación Financiera Madrid, Espana 2008 — 2009
Master's degree, Finanzas, general
Universidad Católica Andrés Bello
Bachelor's degree, Administración y gestión de empresas, general
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.