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
Bryanna Levine Bryanna Levine's UBS Experience June 2006 - September 2007
Job Training Specialist at Hudson Valley Federal Credit Union
Industry Banking
Experience
Hudson Valley Federal Credit Union April 2014 - Present
Hudson Valley Federal Credit Union May 2013 - April 2014
Hudson Heritage Federal Credit Union February 2011 - May 2013
Chase Bank September 2010 - February 2011
SEFCU February 2010 - September 2010
Enterprise Rent-A-Car November 2007 - November 2009
UBS June 2006 - September 2007
Skills
Banking, Credit, Customer Service, Financial Analysis, Management, Sales, Credit Analysis, Loans, Microsoft Office, Retail Banking, Leadership, Sales Management, Consumer Lending, Project Management, Time Management
Education
SUNY Albany 2002 — 2006
Bachelor of Business Administration (B.B.A.), Financial Analysis
Hudson Valley Federal Credit Union April 2014 - Present
Hudson Valley Federal Credit Union May 2013 - April 2014
Hudson Heritage Federal Credit Union February 2011 - May 2013
Chase Bank September 2010 - February 2011
SEFCU February 2010 - September 2010
Enterprise Rent-A-Car November 2007 - November 2009
UBS June 2006 - September 2007
Skills
Banking, Credit, Customer Service, Financial Analysis, Management, Sales, Credit Analysis, Loans, Microsoft Office, Retail Banking, Leadership, Sales Management, Consumer Lending, Project Management, Time Management
Education
SUNY Albany 2002 — 2006
Bachelor of Business Administration (B.B.A.), Financial Analysis
Bridget Horan Bridget Horan's UBS Experience February 2015 - Present
Job Authorized Officer at UBS Financial Services
Industry Financial Services
Experience
UBS February 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2008 - September 2014
Evans National Bank January 2008 - May 2008
Skills
Financial Analysis, Financial Services, Series 7, Series 63, Series 65, Client Relations Skills, Finance, Portfolio Management, Analysis
Education
State University of New York at Albany 2012 — 2013
Master of Business Administration (M.B.A.)
State University of New York at Buffalo 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
UBS February 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2008 - September 2014
Evans National Bank January 2008 - May 2008
Skills
Financial Analysis, Financial Services, Series 7, Series 63, Series 65, Client Relations Skills, Finance, Portfolio Management, Analysis
Education
State University of New York at Albany 2012 — 2013
Master of Business Administration (M.B.A.)
State University of New York at Buffalo 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Rhona Snyman Rhona Snyman's UBS Experience February 2002 - July 2003
Job Digital Health Innovation at UCSF
Industry Hospital & Health Care
Experience
UCSF Center for Digital Health Innovation March 2013 - Present
Fresh Thinking Limited October 2012 - Present
UCSF October 2012 - March 2013
UCSF January 2008 - June 2011
UCSF October 2005 - February 2007
Delta Dental July 2005 - October 2005
GE Healthcare January 2005 - March 2005
EPI-USE March 2004 - January 2005
UBS February 2002 - July 2003
Client Solutions Ltd, Ireland October 1998 - October 2000
Skills
PMP, Software Project..., SDLC, Leadership, Agile Methodologies, Business Analysis, Budgets, User Experience Design, IT Business Strategy, Software Development, Business Process..., Enterprise Software, CRM, Healthcare, Cross-functional Team...
Education
University College Cork 1992 — 1996
BSc, Computer Science
UCSF Center for Digital Health Innovation March 2013 - Present
Fresh Thinking Limited October 2012 - Present
UCSF October 2012 - March 2013
UCSF January 2008 - June 2011
UCSF October 2005 - February 2007
Delta Dental July 2005 - October 2005
GE Healthcare January 2005 - March 2005
EPI-USE March 2004 - January 2005
UBS February 2002 - July 2003
Client Solutions Ltd, Ireland October 1998 - October 2000
Skills
PMP, Software Project..., SDLC, Leadership, Agile Methodologies, Business Analysis, Budgets, User Experience Design, IT Business Strategy, Software Development, Business Process..., Enterprise Software, CRM, Healthcare, Cross-functional Team...
Education
University College Cork 1992 — 1996
BSc, Computer Science
Chris Corrado Chris Corrado's UBS Experience September 2012 - September 2013
Job CIO/CTO, Managing Director at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. October 2013 - Present
UBS September 2012 - September 2013
Asurion April 2005 - September 2012
ebay 2004 - 2005
AT&T Wireless April 2003 - December 2004
Merrill Lynch March 1999 - June 2002
Deutsche Bank January 1997 - March 1999
Morgan Stanley April 1985 - February 1997
IBM July 1981 - April 1985
Skills
Mergers, Financial Management, Business Architecture, Product Management, Integration, IT Strategy, Enterprise Architecture, Agile, Program Management, Product Strategy, Operations Management, Managerial Finance, Strategy, Agile Methodologies, Cloud Computing, Data Center, Investment Banking, Management, Outsourcing, PMO, Mergers & Acquisitions, Vendor Management, Governance, Business Intelligence, SDLC, E-commerce, Telecommunications, Software Development, Project Portfolio..., IT Service Management, ITIL, Enterprise Software, Disaster Recovery, IT Management, Business Continuity, SaaS, Infrastructure, System Deployment, Architecture, Leadership, Business Process, Business Analysis, Cross-functional Team..., Solution Architecture, Software Project..., IT Operations, Business Process..., Agile Project Management, Professional Services, PMP
Education
University at Albany, SUNY 1977 — 1981
BS, Business, Computer Science
State University of New York at Albany
Bachelor of Science (BS), Business Administration, Math, and Computer Science
MSCI Inc. October 2013 - Present
UBS September 2012 - September 2013
Asurion April 2005 - September 2012
ebay 2004 - 2005
AT&T Wireless April 2003 - December 2004
Merrill Lynch March 1999 - June 2002
Deutsche Bank January 1997 - March 1999
Morgan Stanley April 1985 - February 1997
IBM July 1981 - April 1985
Skills
Mergers, Financial Management, Business Architecture, Product Management, Integration, IT Strategy, Enterprise Architecture, Agile, Program Management, Product Strategy, Operations Management, Managerial Finance, Strategy, Agile Methodologies, Cloud Computing, Data Center, Investment Banking, Management, Outsourcing, PMO, Mergers & Acquisitions, Vendor Management, Governance, Business Intelligence, SDLC, E-commerce, Telecommunications, Software Development, Project Portfolio..., IT Service Management, ITIL, Enterprise Software, Disaster Recovery, IT Management, Business Continuity, SaaS, Infrastructure, System Deployment, Architecture, Leadership, Business Process, Business Analysis, Cross-functional Team..., Solution Architecture, Software Project..., IT Operations, Business Process..., Agile Project Management, Professional Services, PMP
Education
University at Albany, SUNY 1977 — 1981
BS, Business, Computer Science
State University of New York at Albany
Bachelor of Science (BS), Business Administration, Math, and Computer Science
Benjamin Driggs's UBS Experience May 2011 - August 2011
Job Student at University of Arizona
Industry
Experience
UBS May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Time Management, Business Driven, Highly Dedicated
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Economics
UBS May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Time Management, Business Driven, Highly Dedicated
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Economics
Anthony Marotta Anthony Marotta's UBS Experience 1998 - 2008
Job Bank Examiner at Federal Reserve System
Industry Banking
Experience
Federal Reserve System November 2011 - Present
RBC 2008 - 2011
UBS 1998 - 2008
Morgan Stanley 2003 - 2006
Bear Stearns 1999 - 2003
AIG 1996 - 1998
Ernst & Young 1994 - 1996
New York Life Insurance Company 1992 - 1993
Skills
Banking, Credit Risk, Credit, Credit Analysis, Financial Risk, Loans, Risk Management, Financial Analysis, Operational Risk, Commercial Lending, Underwriting, Auditing, Fixed Income, Computer Application..., Operational Risk..., Valuation, Investment Banking, Business Planning, Financial Modeling, Derivatives, Internal Audit, Investments, Hedge Funds, FX Options, Accounting, Internal Controls
Education
SUNY Albany 1991 — 1995
Bachelor of Science (B.S.), Accounting, 3.44
State University of New York at Albany
Federal Reserve System November 2011 - Present
RBC 2008 - 2011
UBS 1998 - 2008
Morgan Stanley 2003 - 2006
Bear Stearns 1999 - 2003
AIG 1996 - 1998
Ernst & Young 1994 - 1996
New York Life Insurance Company 1992 - 1993
Skills
Banking, Credit Risk, Credit, Credit Analysis, Financial Risk, Loans, Risk Management, Financial Analysis, Operational Risk, Commercial Lending, Underwriting, Auditing, Fixed Income, Computer Application..., Operational Risk..., Valuation, Investment Banking, Business Planning, Financial Modeling, Derivatives, Internal Audit, Investments, Hedge Funds, FX Options, Accounting, Internal Controls
Education
SUNY Albany 1991 — 1995
Bachelor of Science (B.S.), Accounting, 3.44
State University of New York at Albany
Barbara Connors Barbara Connors's UBS Experience March 2012 - Present
Job Sr Reg Client Associate at UBS
Industry Financial Services
Experience
UBS March 2012 - Present
Morgan Stanley July 2002 - March 2012
Education
SUNY Albany 1988 — 1992
UBS March 2012 - Present
Morgan Stanley July 2002 - March 2012
Education
SUNY Albany 1988 — 1992
Sanam Khanna Sanam Khanna's UBS Experience June 2011 - August 2011
Job Website Content and Design Editor at ACACAP
Industry
Experience
Asian Coalition Against Counterfeiting and Piracy May 2014 - Present
OKS Group April 2014 - May 2014
Lara Bohinc September 2013 - March 2014
OKS Group July 2012 - November 2012
Givenchy September 2011 - November 2011
UBS June 2011 - August 2011
Cartier May 2011 - May 2011
Education
Vassar College 2009 — 2013
Bachelor of Arts (B.A.)
Université Paris Sorbonne (Paris IV) / Sorbonne University 2011 — 2011
Cheltenham Ladies' College 2007 — 2009
A-Levels
Woodstock School 2005 — 2007
Asian Coalition Against Counterfeiting and Piracy May 2014 - Present
OKS Group April 2014 - May 2014
Lara Bohinc September 2013 - March 2014
OKS Group July 2012 - November 2012
Givenchy September 2011 - November 2011
UBS June 2011 - August 2011
Cartier May 2011 - May 2011
Education
Vassar College 2009 — 2013
Bachelor of Arts (B.A.)
Université Paris Sorbonne (Paris IV) / Sorbonne University 2011 — 2011
Cheltenham Ladies' College 2007 — 2009
A-Levels
Woodstock School 2005 — 2007
Brian Nolan Brian Nolan's UBS Experience January 2015 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
UBS July 2011 - December 2014
Bank of Ireland October 2008 - June 2011
Skills
Fixed Income, Derivatives, Portfolio Management, Equities, Bloomberg, Treasury, Banking, Capital Markets, Bonds, Market Risk, FX Options, Investment Banking
Education
University College Dublin 2005 — 2008
Commerce, Banking and Finance
Gonzaga College SJ 1999 — 2005
UBS January 2015 - Present
UBS July 2011 - December 2014
Bank of Ireland October 2008 - June 2011
Skills
Fixed Income, Derivatives, Portfolio Management, Equities, Bloomberg, Treasury, Banking, Capital Markets, Bonds, Market Risk, FX Options, Investment Banking
Education
University College Dublin 2005 — 2008
Commerce, Banking and Finance
Gonzaga College SJ 1999 — 2005
Natalie Day Natalie Day's UBS Experience February 2009 - Present
Job Registered Team Administrator at UBS
Industry Financial Services
Experience
UBS February 2009 - Present
UBS December 2006 - July 2008
Skills
Equities, Financial Services, Fixed Income, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Wealth Management
Education
University of Alabama 2002 — 2006
Bachelor's Degree, Marketing/Marketing Management, General
Mountain Brook High School
UBS February 2009 - Present
UBS December 2006 - July 2008
Skills
Equities, Financial Services, Fixed Income, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Wealth Management
Education
University of Alabama 2002 — 2006
Bachelor's Degree, Marketing/Marketing Management, General
Mountain Brook High School
Gales Cedric's UBS Experience May 2004 - Present
Job Director
Industry Financial Services
Experience
UBS May 2004 - Present
Education
1999 — 2000
DESS, Ingénierie Financière
UBS May 2004 - Present
Education
1999 — 2000
DESS, Ingénierie Financière
Ciaran O'Brien Ciaran O'Brien's UBS Experience March 2002 - August 2009
Job Sales Professional at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. January 2014 - Present
Cantor Fitzgerald September 2009 - December 2013
UBS March 2002 - August 2009
Skills
Derivatives, Credit, Loans, Mortgage Lending, Securitization, Structured Finance, Trading, Fixed Income, Bonds, Asset Management
Education
University College Dublin 1997 — 2001
Bachelor of Engineering (BEng), Electrical and Electronics Engineering, First Class Honours
Mizuho Securities USA Inc. January 2014 - Present
Cantor Fitzgerald September 2009 - December 2013
UBS March 2002 - August 2009
Skills
Derivatives, Credit, Loans, Mortgage Lending, Securitization, Structured Finance, Trading, Fixed Income, Bonds, Asset Management
Education
University College Dublin 1997 — 2001
Bachelor of Engineering (BEng), Electrical and Electronics Engineering, First Class Honours
Luke Strode Luke Strode's UBS Experience June 2011 - August 2011
Job Financial Advisor at North Star Resource Group
Industry Financial Services
Experience
North Star Resource Group July 2013 - Present
UBS June 2011 - August 2011
Education
University of Arizona 2008 — 2012
Bachelor of Science (B.S.), Finance, General and Entrepreneurship
Regis Jesuit High School 2004 — 2008
North Star Resource Group July 2013 - Present
UBS June 2011 - August 2011
Education
University of Arizona 2008 — 2012
Bachelor of Science (B.S.), Finance, General and Entrepreneurship
Regis Jesuit High School 2004 — 2008
Wyatt Rittenberry Wyatt Rittenberry's UBS Experience July 2015 - Present
Job RMA Operations Processing and Settlements Specialist at UBS
Industry Investment Banking
Experience
UBS July 2015 - Present
The University of Alabama April 2014 - March 2015
Waller Lansden Dortch and Davis June 2014 - August 2014
The University of Alabama May 2013 - June 2014
Acopia Capital Group May 2012 - August 2013
University of Alabama September 2012 - January 2013
Skills
Microsoft Word, Microsoft Excel, Photoshop, Microsoft Office, Financial Analysis, PowerPoint, Internal Communications, Team Leadership, Teamwork
Education
University of Alabama 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economics
Goodpasture Christian School 1999 — 2011
High School Diploma
UBS July 2015 - Present
The University of Alabama April 2014 - March 2015
Waller Lansden Dortch and Davis June 2014 - August 2014
The University of Alabama May 2013 - June 2014
Acopia Capital Group May 2012 - August 2013
University of Alabama September 2012 - January 2013
Skills
Microsoft Word, Microsoft Excel, Photoshop, Microsoft Office, Financial Analysis, PowerPoint, Internal Communications, Team Leadership, Teamwork
Education
University of Alabama 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economics
Goodpasture Christian School 1999 — 2011
High School Diploma
Jack Evans, CFP Jack Evans, CFP's UBS Experience November 2002 - April 2009
Job Certified Financial Planner with Jackson, Evans & Associates, a financial advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
UBS November 2002 - April 2009
Education
University of Alabama 1987 — 1991
Bachelor of Arts (B.A.), Communication & Information Sciences
Ameriprise Financial Services, Inc. April 2009 - Present
UBS November 2002 - April 2009
Education
University of Alabama 1987 — 1991
Bachelor of Arts (B.A.), Communication & Information Sciences
Omar Massoud Omar Massoud's UBS Experience July 2010 - September 2010
Job Field Sales at Quantcast
Industry Internet
Experience
Quantcast September 2015 - Present
Quantcast January 2015 - Present
Quantcast August 2013 - December 2014
Quantcast March 2013 - July 2013
McMaster-Carr August 2012 - February 2013
Google June 2011 - August 2011
UBS July 2010 - September 2010
Education
University of Chicago 2008 — 2012
B.A., Political Science
Université Denis Diderot (Paris VII) 2011 — 2011
B.A., European Civilization
Quantcast September 2015 - Present
Quantcast January 2015 - Present
Quantcast August 2013 - December 2014
Quantcast March 2013 - July 2013
McMaster-Carr August 2012 - February 2013
Google June 2011 - August 2011
UBS July 2010 - September 2010
Education
University of Chicago 2008 — 2012
B.A., Political Science
Université Denis Diderot (Paris VII) 2011 — 2011
B.A., European Civilization
Jared Jacobovitz Jared Jacobovitz's UBS Experience June 2011 - August 2011
Job Associate Consultant at Capco
Industry Management Consulting
Experience
Capco June 2014 - Present
Actelion April 2012 - May 2013
UBS June 2011 - August 2011
Theta Chi Fraternity October 2009 - January 2011
Students In Free Enterprise April 2010 - December 2010
SIFE University of Arizona August 2009 - August 2010
Actelion June 2008 - September 2008
Skills
Spanish, Research, Public Speaking, Sales, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Strategic Planning, Financial Analysis, Finance, Microsoft Word, Market Research, Data Analysis, Customer Service, Revenue Forecasting, Project Management, Strategy, Management, Business Strategy, Management Consulting, Budgets, Mergers & Acquisitions, Valuation, Leadership, Presentations, DCF Valuation
Education
Villanova University 2013 — 2014
Masters in Finance, Finance
University of Arizona 2009 — 2011
Bachelor of Arts (B.A.), Economics
BHS
Capco June 2014 - Present
Actelion April 2012 - May 2013
UBS June 2011 - August 2011
Theta Chi Fraternity October 2009 - January 2011
Students In Free Enterprise April 2010 - December 2010
SIFE University of Arizona August 2009 - August 2010
Actelion June 2008 - September 2008
Skills
Spanish, Research, Public Speaking, Sales, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Strategic Planning, Financial Analysis, Finance, Microsoft Word, Market Research, Data Analysis, Customer Service, Revenue Forecasting, Project Management, Strategy, Management, Business Strategy, Management Consulting, Budgets, Mergers & Acquisitions, Valuation, Leadership, Presentations, DCF Valuation
Education
Villanova University 2013 — 2014
Masters in Finance, Finance
University of Arizona 2009 — 2011
Bachelor of Arts (B.A.), Economics
BHS
Patricia Williams Patricia Williams's UBS Experience 2000 - 2002
Job Success Driven HR Professional
Industry Human Resources
Experience
Unilever October 2013 - Present
Service For Peace March 2010 - Present
Ms.Resourceful February 2002 - Present
Save The Children June 2011 - June 2012
Pitney Bowes Inc, January 2010 - June 2010
Housing Authority of Stamford, dba Charter Oak Communities February 2009 - December 2009
Deloitte Services LP 2006 - 2008
Pitney Bowes December 2003 - November 2005
McArdle and Pernoid/ACMI Corporation December 2000 - November 2003
UBS 2000 - 2002
Skills
Recruiting, Sourcing, Interviews, Project Management, Recruitment Advertising, Process Improvement, Resume, Employee Referral..., Talent Acquisition, Employee Relations, Talent Management, Applicant Tracking..., Onboarding, College Recruiting, Human Resources, Performance Management, Organizational..., HRIS, Employee Engagement, Succession Planning, Program Management, Management, Leadership, Internet Recruiting, Temporary Placement, Strategy, Policy, Executive Search, Fundraising, Deferred Compensation, Employee Benefits, New Hire Orientations
Education
University of Bridgeport 2010 — 2014
Bachelor of Science (BS), Human Services and Psychology
Rippowam 1990 — 1994
Previous employer trainings
Certificate of completion received
Unilever October 2013 - Present
Service For Peace March 2010 - Present
Ms.Resourceful February 2002 - Present
Save The Children June 2011 - June 2012
Pitney Bowes Inc, January 2010 - June 2010
Housing Authority of Stamford, dba Charter Oak Communities February 2009 - December 2009
Deloitte Services LP 2006 - 2008
Pitney Bowes December 2003 - November 2005
McArdle and Pernoid/ACMI Corporation December 2000 - November 2003
UBS 2000 - 2002
Skills
Recruiting, Sourcing, Interviews, Project Management, Recruitment Advertising, Process Improvement, Resume, Employee Referral..., Talent Acquisition, Employee Relations, Talent Management, Applicant Tracking..., Onboarding, College Recruiting, Human Resources, Performance Management, Organizational..., HRIS, Employee Engagement, Succession Planning, Program Management, Management, Leadership, Internet Recruiting, Temporary Placement, Strategy, Policy, Executive Search, Fundraising, Deferred Compensation, Employee Benefits, New Hire Orientations
Education
University of Bridgeport 2010 — 2014
Bachelor of Science (BS), Human Services and Psychology
Rippowam 1990 — 1994
Previous employer trainings
Certificate of completion received
Angela Conklin Angela Conklin's UBS Experience January 1998 - May 1999
Job Senior Vice President Human Resources at Vyve Broadband
Industry Consumer Goods
Experience
Vyve Broadband July 2014 - Present
Melissa & Doug May 2012 - July 2014
Indeed.com 2011 - 2012
Time Warner Cable May 2009 - September 2011
HR Consulting August 2008 - May 2009
BlackRock April 2007 - August 2008
AXA Equitable October 2002 - April 2007
Reader's Digest November 1999 - October 2002
UBS January 1998 - May 1999
Duracell February 1996 - December 1997
Skills
Talent Management, Organizational Design, Mergers, MBTI, Leadership Development, Succession Planning, Performance Management, HR Strategy, Change Management, Workforce Planning, Employee Engagement, Organizational..., FIRO-B, Strong Interest..., 360 Feedback, Coaching, Management Development, Culture Change, Organizational..., Executive Coaching, Personnel Management, Employee Relations, Human Resources, Mergers & Acquisitions, Leadership, Training, Employee Training, Employee Benefits, Management, Deferred Compensation, Start-ups, HRIS, Program Management, Outsourcing, Strategic Planning, Business Development, Workshop Facilitation, Consulting, Talent Acquisition, Career Counseling, Recruiting, Executive Management, Policy, Sourcing, Executive Search, Onboarding, Applicant Tracking..., Employer Branding, College Recruiting, Technical Recruiting
Education
University of Bridgeport 1981 — 1985
B.S., Management & Labor Relations
Vyve Broadband July 2014 - Present
Melissa & Doug May 2012 - July 2014
Indeed.com 2011 - 2012
Time Warner Cable May 2009 - September 2011
HR Consulting August 2008 - May 2009
BlackRock April 2007 - August 2008
AXA Equitable October 2002 - April 2007
Reader's Digest November 1999 - October 2002
UBS January 1998 - May 1999
Duracell February 1996 - December 1997
Skills
Talent Management, Organizational Design, Mergers, MBTI, Leadership Development, Succession Planning, Performance Management, HR Strategy, Change Management, Workforce Planning, Employee Engagement, Organizational..., FIRO-B, Strong Interest..., 360 Feedback, Coaching, Management Development, Culture Change, Organizational..., Executive Coaching, Personnel Management, Employee Relations, Human Resources, Mergers & Acquisitions, Leadership, Training, Employee Training, Employee Benefits, Management, Deferred Compensation, Start-ups, HRIS, Program Management, Outsourcing, Strategic Planning, Business Development, Workshop Facilitation, Consulting, Talent Acquisition, Career Counseling, Recruiting, Executive Management, Policy, Sourcing, Executive Search, Onboarding, Applicant Tracking..., Employer Branding, College Recruiting, Technical Recruiting
Education
University of Bridgeport 1981 — 1985
B.S., Management & Labor Relations
Gregg Balderrama, CFA, CAIA Gregg Balderrama, CFA, CAIA's UBS Experience 2002 - 2003
Job Portfolio Manager at Mutual of Omaha Bank
Industry Investment Management
Experience
Mutual of Omaha Bank May 2012 - Present
Jay Penney, LLC October 2011 - December 2011
Tailwind Investment Management, LLC February 2011 - June 2011
Harris Private Bank March 2007 - November 2010
JPMorgan 2006 - 2007
Employers Insurance Group 2003 - 2006
UBS 2002 - 2003
Skills
Fixed Income, Treasury Management, Portfolio Management, Alternative Investments, Investments, Investment Strategies, Financial Analysis, Wealth Management, Equities, Financial Services, Economics, Investment Management, Finance, Securities
Education
University of Arizona, Eller College of Management 1997 — 2001
BS, Finance and Accounting
Brophy College Preparatory 1993 — 1997
Mutual of Omaha Bank May 2012 - Present
Jay Penney, LLC October 2011 - December 2011
Tailwind Investment Management, LLC February 2011 - June 2011
Harris Private Bank March 2007 - November 2010
JPMorgan 2006 - 2007
Employers Insurance Group 2003 - 2006
UBS 2002 - 2003
Skills
Fixed Income, Treasury Management, Portfolio Management, Alternative Investments, Investments, Investment Strategies, Financial Analysis, Wealth Management, Equities, Financial Services, Economics, Investment Management, Finance, Securities
Education
University of Arizona, Eller College of Management 1997 — 2001
BS, Finance and Accounting
Brophy College Preparatory 1993 — 1997
Peter Walker Peter Walker's UBS Experience November 1996 - July 1998
Job Director at Bank of America
Industry Information Technology and Services
Experience
Bank of America July 2013 - Present
Gradleware June 2012 - May 2013
Goldman Sachs August 1998 - June 2012
UBS November 1996 - July 1998
Fidessa October 1994 - October 1996
Skills
Java, Continuous Integration, C++, TDD, Distributed Systems, Software Engineering, OOP, Trading Systems, Software Development, JMS, Subversion, Linux, JUnit, Gradle, Jenkins, Ant, Enterprise Architecture, SDLC, Agile Methodologies, Test Driven Development, Client Development, Design Patterns, Enterprise Software, Groovy, Eclipse, Unix, SOA, Software Project..., Agile Project Management, Object Oriented Design, Testing, IT Strategy, Build Automation, Python, Release Management, Core Java, Fitnesse, Spock, Test Automation, Electronic Trading, Fixed Income, Architecture, Architectures
Education
The University of Birmingham 1991 — 1992
Master of Science (MSc), Manufacturing Engineering
The University of Birmingham 1988 — 1991
Bachelor of Engineering (BEng), Mechanical Engineering
Bank of America July 2013 - Present
Gradleware June 2012 - May 2013
Goldman Sachs August 1998 - June 2012
UBS November 1996 - July 1998
Fidessa October 1994 - October 1996
Skills
Java, Continuous Integration, C++, TDD, Distributed Systems, Software Engineering, OOP, Trading Systems, Software Development, JMS, Subversion, Linux, JUnit, Gradle, Jenkins, Ant, Enterprise Architecture, SDLC, Agile Methodologies, Test Driven Development, Client Development, Design Patterns, Enterprise Software, Groovy, Eclipse, Unix, SOA, Software Project..., Agile Project Management, Object Oriented Design, Testing, IT Strategy, Build Automation, Python, Release Management, Core Java, Fitnesse, Spock, Test Automation, Electronic Trading, Fixed Income, Architecture, Architectures
Education
The University of Birmingham 1991 — 1992
Master of Science (MSc), Manufacturing Engineering
The University of Birmingham 1988 — 1991
Bachelor of Engineering (BEng), Mechanical Engineering
Frank Willis Frank Willis's UBS Experience April 2012 - Present
Job Intern at UBS
Industry Management Consulting
Experience
UBS April 2012 - Present
Merrill Lynch June 2011 - August 2011
Palos Verdes Beach Club April 2008 - January 2009
Education
University of Arizona 2008 — 2012
Palos Verdes High School
UBS April 2012 - Present
Merrill Lynch June 2011 - August 2011
Palos Verdes Beach Club April 2008 - January 2009
Education
University of Arizona 2008 — 2012
Palos Verdes High School
Olivier CHAUME Olivier CHAUME's UBS Experience 2010 - 2010
Job Product Manager at Investlab
Industry Financial Services
Experience
Investlab September 2011 - Present
UBS 2010 - 2010
Skills
Start-ups, Competitive Analysis, Business Analysis, Portfolio Management, Management, Product Management, Investments, Finance, Training, Financial Markets, Banking, Mutual Funds, Financial Risk, Bloomberg, Wealth Management
Education
University of California, Berkeley 2010 — 2010
International Diploma program in Finance, Management, Corporate Finance, Business Valuation, Portfolio Management, Accounting, Marketing, Entr
Université de Poitiers 2008 — 2009
Master 2, Wealth Management
Université d'Auvergne (Clermont-Ferrand I) 2005 — 2009
Master 1, Finance - Asset Management
Investlab September 2011 - Present
UBS 2010 - 2010
Skills
Start-ups, Competitive Analysis, Business Analysis, Portfolio Management, Management, Product Management, Investments, Finance, Training, Financial Markets, Banking, Mutual Funds, Financial Risk, Bloomberg, Wealth Management
Education
University of California, Berkeley 2010 — 2010
International Diploma program in Finance, Management, Corporate Finance, Business Valuation, Portfolio Management, Accounting, Marketing, Entr
Université de Poitiers 2008 — 2009
Master 2, Wealth Management
Université d'Auvergne (Clermont-Ferrand I) 2005 — 2009
Master 1, Finance - Asset Management
Sahar Ghoussoub Sahar Ghoussoub's UBS Experience September 2004 - August 2005
Job World Bank Treasury Capital Markets
Industry International Trade and Development
Experience
The World Bank June 2010 - Present
PricewaterhouseCoopers October 2006 - June 2010
UBS September 2004 - August 2005
Skills
Risk Management, Market Risk, Valuation, Derivatives, Capital Markets, Trading, Asset Liability..., Hedging Strategies, Process Improvement, Risk Governance, Government Agencies, International...
Education
Université Paris Dauphine 2003 — 2004
D.E.A, International Finance and Economics
Université Paris Dauphine 2002 — 2003
Bsc, Applied Economics, with honours
Université Saint Joseph 2000 — 2002
BS, Economics
The World Bank June 2010 - Present
PricewaterhouseCoopers October 2006 - June 2010
UBS September 2004 - August 2005
Skills
Risk Management, Market Risk, Valuation, Derivatives, Capital Markets, Trading, Asset Liability..., Hedging Strategies, Process Improvement, Risk Governance, Government Agencies, International...
Education
Université Paris Dauphine 2003 — 2004
D.E.A, International Finance and Economics
Université Paris Dauphine 2002 — 2003
Bsc, Applied Economics, with honours
Université Saint Joseph 2000 — 2002
BS, Economics
Jose Reynoso Jose Reynoso's UBS Experience April 2015 - Present
Job Freshman at the University At Albany
Industry Financial Services
Experience
UBS April 2015 - Present
Morgan Stanley December 2014 - May 2015
La Mina Meat Market August 2012 - September 2014
NYC Department of Education July 2013 - August 2013
Stock Pilot August 2012 - December 2012
Alcrone Floor scraping June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Sales, Leadership, Data Entry, Public Speaking, Windows, Teamwork, Spanish, Entrepreneurship, Finance, Management, Social Media
Education
State University of New York at Albany 2015 — 2019
Bachelor of Business Administration (BBA), Finance, General
High School of Economics and Finance 2011 — 2015
Advanced regents diploma, Business Administration and Management, General
Wise Institute 2011 — 2015
NFTE Generation Tech 2012 — 2013
NYU STEP 2008 — 2013
UBS April 2015 - Present
Morgan Stanley December 2014 - May 2015
La Mina Meat Market August 2012 - September 2014
NYC Department of Education July 2013 - August 2013
Stock Pilot August 2012 - December 2012
Alcrone Floor scraping June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Sales, Leadership, Data Entry, Public Speaking, Windows, Teamwork, Spanish, Entrepreneurship, Finance, Management, Social Media
Education
State University of New York at Albany 2015 — 2019
Bachelor of Business Administration (BBA), Finance, General
High School of Economics and Finance 2011 — 2015
Advanced regents diploma, Business Administration and Management, General
Wise Institute 2011 — 2015
NFTE Generation Tech 2012 — 2013
NYU STEP 2008 — 2013
Janhvi Verma Janhvi Verma's UBS Experience February 2014 - July 2014
Job Senior System Engineer at Verizon Wireless
Industry Computer Software
Experience
Verizon Wireless August 2014 - Present
UBS February 2014 - July 2014
Citi Bank May 2013 - January 2014
Aon Hewitt December 2004 - April 2013
Skills
SDLC, Requirements Analysis, DB2, Quality Center, SQL, Struts, Spring, Java, Requirements Gathering, Java Enterprise Edition, Hibernate, Agile Methodologies, JSP, Servlets, Software Project..., Oracle, Web Services, XML, JavaScript, Core Java, Eclipse, Tomcat, Databases, JDBC, AJAX, Ant, Design Patterns, jQuery, CSS, HTML, Software Development, Spring Framework, SOA, Ext JS
Education
Devi Ahilya Vishwavidyalaya 2001 — 2003
Master of Technology (MTech), Computer Science
University of Allahabad 1996 — 2000
B.E.,M.Tech, Computer Sc.
Verizon Wireless August 2014 - Present
UBS February 2014 - July 2014
Citi Bank May 2013 - January 2014
Aon Hewitt December 2004 - April 2013
Skills
SDLC, Requirements Analysis, DB2, Quality Center, SQL, Struts, Spring, Java, Requirements Gathering, Java Enterprise Edition, Hibernate, Agile Methodologies, JSP, Servlets, Software Project..., Oracle, Web Services, XML, JavaScript, Core Java, Eclipse, Tomcat, Databases, JDBC, AJAX, Ant, Design Patterns, jQuery, CSS, HTML, Software Development, Spring Framework, SOA, Ext JS
Education
Devi Ahilya Vishwavidyalaya 2001 — 2003
Master of Technology (MTech), Computer Science
University of Allahabad 1996 — 2000
B.E.,M.Tech, Computer Sc.
Rashad Haque's UBS Experience 2003 - 2003
Job Strategy I Transformation I Product & Data Management
Industry Management Consulting
Experience
Independent Consultant April 2014 - Present
Citi June 2012 - March 2014
Capco April 2007 - May 2012
Commerzbank AG March 2009 - March 2011
Royal Bank of Scotland March 2008 - March 2009
Navigant Consulting December 2005 - April 2007
BearingPoint January 2004 - December 2005
UBS 2003 - 2003
Skills
Business Analysis, Business Transformation, Project Management, Business Process, Start-ups, Management Consulting, Mergers & Acquisitions, Financial Services, Strategy, Business Planning, Mergers, Capital Markets, Hedge Funds, Change Management, Acquisition Integration, Emerging Markets, Business Strategy, Analytics, Business Process..., Investment Banking, Outsourcing, Project Planning, Financial Modeling, Program Management, Banking, Analysis, Private Equity, Finance, Integration, HTML5, CSS, Portfolio Management, Asset Management, Benchmarking, Product Management, Executive Management, Risk Management, Leadership, Requirements Gathering, Business Process..., Competitive Analysis, Frontier Markets, SDLC, PMO
Education
State University of New York at Buffalo
Bachelor of Science in Business Administration, Dual concentrations in Management Information System and Finance
Independent Consultant April 2014 - Present
Citi June 2012 - March 2014
Capco April 2007 - May 2012
Commerzbank AG March 2009 - March 2011
Royal Bank of Scotland March 2008 - March 2009
Navigant Consulting December 2005 - April 2007
BearingPoint January 2004 - December 2005
UBS 2003 - 2003
Skills
Business Analysis, Business Transformation, Project Management, Business Process, Start-ups, Management Consulting, Mergers & Acquisitions, Financial Services, Strategy, Business Planning, Mergers, Capital Markets, Hedge Funds, Change Management, Acquisition Integration, Emerging Markets, Business Strategy, Analytics, Business Process..., Investment Banking, Outsourcing, Project Planning, Financial Modeling, Program Management, Banking, Analysis, Private Equity, Finance, Integration, HTML5, CSS, Portfolio Management, Asset Management, Benchmarking, Product Management, Executive Management, Risk Management, Leadership, Requirements Gathering, Business Process..., Competitive Analysis, Frontier Markets, SDLC, PMO
Education
State University of New York at Buffalo
Bachelor of Science in Business Administration, Dual concentrations in Management Information System and Finance
Candis Bott Candis Bott's UBS Experience April 2005 - November 2006
Job Vice President, Relationship Management at Cole Capital
Industry Financial Services
Experience
Cole Capital May 2015 - Present
Cole Capital February 2014 - Present
Cole Real Estate Investments May 2011 - Present
Cole Real Estate Investments November 2008 - May 2011
Cole Real Estate Investments November 2007 - November 2008
Cole Real Estate Investments November 2006 - November 2007
UBS April 2005 - November 2006
Hills & Company August 2003 - August 2004
Skills
Excel, PowerPoint, Word, Investments, Finance, Salesforce.com, Financial Analysis, Sales, Insurance, Research, Asset Allocation, Marketing, Economics, Strategic Planning, Sales Management
Education
University of Arizona 1999 — 2003
Bachelors, Economics
University of Arizona 1999 — 2003
Bachelors, Political Science
Cole Capital May 2015 - Present
Cole Capital February 2014 - Present
Cole Real Estate Investments May 2011 - Present
Cole Real Estate Investments November 2008 - May 2011
Cole Real Estate Investments November 2007 - November 2008
Cole Real Estate Investments November 2006 - November 2007
UBS April 2005 - November 2006
Hills & Company August 2003 - August 2004
Skills
Excel, PowerPoint, Word, Investments, Finance, Salesforce.com, Financial Analysis, Sales, Insurance, Research, Asset Allocation, Marketing, Economics, Strategic Planning, Sales Management
Education
University of Arizona 1999 — 2003
Bachelors, Economics
University of Arizona 1999 — 2003
Bachelors, Political Science
Robert E. Lane Robert E. Lane's UBS Experience January 2013 - Present
Job Executive DirectorWealth Management
Industry Financial Services
Experience
UBS January 2013 - Present
UBS March 2008 - December 2012
Morgan Stanley March 1986 - March 2008
Skills
Wealth Management, Investments, Portfolio Management, Asset Allocation, Executive Financial...
Education
University at Albany, SUNY 1978 — 1983
BA, Economics/English
UBS January 2013 - Present
UBS March 2008 - December 2012
Morgan Stanley March 1986 - March 2008
Skills
Wealth Management, Investments, Portfolio Management, Asset Allocation, Executive Financial...
Education
University at Albany, SUNY 1978 — 1983
BA, Economics/English
Michael Tusan Michael Tusan's UBS Experience January 2009 - Present
Job Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2009 - Present
Morgan Stanley December 1998 - January 2009
Education
University of Arizona 1994 — 1998
BS, Finance
Bullard High School
UBS January 2009 - Present
Morgan Stanley December 1998 - January 2009
Education
University of Arizona 1994 — 1998
BS, Finance
Bullard High School
Mary S. Brooks, CFP®'s UBS Experience 1983 - 1994
Job Managing Director, Wealth Management Specialist
Industry Financial Services
Experience
Integre Wealth Management of Raymond James April 2009 - Present
Smith Barney 1994 - 2009
UBS 1983 - 1994
Merrill Lynch 1983 - 1989
Skills
Wealth Management, Investments, Investment Advisory, Portfolio Management, Asset Allocation, Asset Management, Series 7, Equities, Securities, Series 63, Financial Advisory, Series 65, Fixed Income, Investment Strategies, Investment Banking, Finance, Retirement Planning, Personal Finance, Certified Financial..., Strategic Financial..., Strategic Planning, Estate Planning, Management, Wealth Management..., Financial Planners, Alternative Investments, Public Speaking, Trusts, FINRA, Mutual Funds
Education
University of Arkansas at Little Rock
Bachelor, Arts
Integre Wealth Management of Raymond James April 2009 - Present
Smith Barney 1994 - 2009
UBS 1983 - 1994
Merrill Lynch 1983 - 1989
Skills
Wealth Management, Investments, Investment Advisory, Portfolio Management, Asset Allocation, Asset Management, Series 7, Equities, Securities, Series 63, Financial Advisory, Series 65, Fixed Income, Investment Strategies, Investment Banking, Finance, Retirement Planning, Personal Finance, Certified Financial..., Strategic Financial..., Strategic Planning, Estate Planning, Management, Wealth Management..., Financial Planners, Alternative Investments, Public Speaking, Trusts, FINRA, Mutual Funds
Education
University of Arkansas at Little Rock
Bachelor, Arts
Dierk Sandner Dierk Sandner's UBS Experience January 2012 - December 2012
Job MD | SVP | Program & Product Director | Business Transformation & Change Management Executive
Industry Information Technology and Services
Experience
Deutsche Bank October 2013 - Present
Gold Sand Associates LLC April 2013 - Present
UBS January 2012 - December 2012
Thomson Reuters May 2007 - November 2011
Reuters Group PLC October 2006 - April 2007
Reuters Group PLC 2005 - 2006
Reuters Group PLC 2004 - 2005
Reuters Group PLC 2002 - 2004
Reuters Group PLC 2000 - 2002
Reuters 1999 - 2000
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2006
Western Illinois University 1990 — 1992
Masters
Universität Bayreuth 1986 — 1990
MBA equivalent
Deutsche Bank October 2013 - Present
Gold Sand Associates LLC April 2013 - Present
UBS January 2012 - December 2012
Thomson Reuters May 2007 - November 2011
Reuters Group PLC October 2006 - April 2007
Reuters Group PLC 2005 - 2006
Reuters Group PLC 2004 - 2005
Reuters Group PLC 2002 - 2004
Reuters Group PLC 2000 - 2002
Reuters 1999 - 2000
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2006
Western Illinois University 1990 — 1992
Masters
Universität Bayreuth 1986 — 1990
MBA equivalent
Hamid Omoumi Hamid Omoumi's UBS Experience July 2011 - Present
Job Managing Director, Head of Equity Derivative Sales, Canada
Industry Financial Services
Experience
UBS July 2011 - Present
National Bank Financial February 2007 - December 2010
TD Securities 1993 - 2007
Education
AIMR - CFA 1996 — 1998
CFA, Investment Management
University of Toronto - Rotman School of Management 1991 — 1993
MBA, Finance
University of Alberta 1985 — 1989
B.A., Economics
UBS July 2011 - Present
National Bank Financial February 2007 - December 2010
TD Securities 1993 - 2007
Education
AIMR - CFA 1996 — 1998
CFA, Investment Management
University of Toronto - Rotman School of Management 1991 — 1993
MBA, Finance
University of Alberta 1985 — 1989
B.A., Economics
Dennis Null Dennis Null's UBS Experience August 1990 - June 2009
Job Experienced Sales Executive
Industry Facilities Services
Experience
The Henson Sales Group, Ltd. October 2014 - Present
NGAGE-US September 2013 - September 2014
360clean January 2010 - June 2013
Biomet June 2010 - November 2011
UBS August 1990 - June 2009
Siemens Medical Solutions May 1991 - May 2005
Siemens Healthcare 1990 - 2005
Skills
Healthcare IT, Contract Negotiation, Marketing Strategy, Franchising, Coaching, Selling, Sales Management, Territory, Consultative Selling, Client Retention, Brokerage, Market Penetration, Facilities Management, Sales Process, Real Estate, Wealth, Money, New Business Development, Small Business, Profit, Sales Growth, New Home Sales, Planning, P&L, Financial Planning, Increasing Sales, Prospects, Options, Microsoft Office, Quotas, Asset, Negotiation, Asset Management, Mutual Funds, Contract Negotiations, Portfolio Management, Strategic Planning, Team Building, Sales, Marketing, Direct Sales, Cold Calling, Account Management, Business Strategy, Business Planning, Business Development, Market Development, Operations Management, Sales Presentations, Forecasting
Education
University of Alabama 1994 — 1995
MBA, MBA
University of Alabama 1986 — 1990
BA, Marketing
Thompson High School 1982 — 1986
Graduate, High School/Secondary Diplomas and Certificates
The Henson Sales Group, Ltd. October 2014 - Present
NGAGE-US September 2013 - September 2014
360clean January 2010 - June 2013
Biomet June 2010 - November 2011
UBS August 1990 - June 2009
Siemens Medical Solutions May 1991 - May 2005
Siemens Healthcare 1990 - 2005
Skills
Healthcare IT, Contract Negotiation, Marketing Strategy, Franchising, Coaching, Selling, Sales Management, Territory, Consultative Selling, Client Retention, Brokerage, Market Penetration, Facilities Management, Sales Process, Real Estate, Wealth, Money, New Business Development, Small Business, Profit, Sales Growth, New Home Sales, Planning, P&L, Financial Planning, Increasing Sales, Prospects, Options, Microsoft Office, Quotas, Asset, Negotiation, Asset Management, Mutual Funds, Contract Negotiations, Portfolio Management, Strategic Planning, Team Building, Sales, Marketing, Direct Sales, Cold Calling, Account Management, Business Strategy, Business Planning, Business Development, Market Development, Operations Management, Sales Presentations, Forecasting
Education
University of Alabama 1994 — 1995
MBA, MBA
University of Alabama 1986 — 1990
BA, Marketing
Thompson High School 1982 — 1986
Graduate, High School/Secondary Diplomas and Certificates
Henri Castro, Vice President - Investments Henri Castro, Vice President - Investments's UBS Experience April 1996 - August 2004
Job Castro Kizis Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Castro Kizis Financial Group of Wells Fargo Advisors, LLC March 2009 - Present
Smith Barney August 2004 - March 2009
UBS April 1996 - August 2004
Oppenheimer & Co. April 1994 - April 1996
Skills
Investments, Mutual Funds, Securities, Portfolio Management, Wealth Management, Series 7, Strategic Financial..., Asset Allocation, Strategic Planning, Alternative Investments, Investment Strategies, Retirement Planning, Investment Advisory, Asset Management, Series 63, Fixed Income, Financial Planning
Education
University at Albany, SUNY 1987 — 1991
Economics, Economics and Finance
Castro Kizis Financial Group of Wells Fargo Advisors, LLC March 2009 - Present
Smith Barney August 2004 - March 2009
UBS April 1996 - August 2004
Oppenheimer & Co. April 1994 - April 1996
Skills
Investments, Mutual Funds, Securities, Portfolio Management, Wealth Management, Series 7, Strategic Financial..., Asset Allocation, Strategic Planning, Alternative Investments, Investment Strategies, Retirement Planning, Investment Advisory, Asset Management, Series 63, Fixed Income, Financial Planning
Education
University at Albany, SUNY 1987 — 1991
Economics, Economics and Finance
Robert Loughlin Robert Loughlin's UBS Experience May 2007 - Present
Job Senior Portfolio Manager, Senior Vice President and Wealth Advisor
Industry Investment Management
Experience
UBS May 2007 - Present
Citi August 1992 - August 2007
Skills
Asset Allocation, Portfolio Management, Alternative Investments, Financial Planning, Retirement Income..., Global Investments, Insurance Planning, Estate Planning, Asset Protection..., Education Planning, Philanthropic Planning, 401 k Plans, Longevity Planning, Investments, Wealth Management, Equity Investing, Fixed Income Investing
Education
University of Bridgeport 1975 — 1979
Bachelor of Arts, Summa Cum Laude
UBS May 2007 - Present
Citi August 1992 - August 2007
Skills
Asset Allocation, Portfolio Management, Alternative Investments, Financial Planning, Retirement Income..., Global Investments, Insurance Planning, Estate Planning, Asset Protection..., Education Planning, Philanthropic Planning, 401 k Plans, Longevity Planning, Investments, Wealth Management, Equity Investing, Fixed Income Investing
Education
University of Bridgeport 1975 — 1979
Bachelor of Arts, Summa Cum Laude
Jenni Corbett Jenni Corbett's UBS Experience July 1999 - October 2000
Job Senior Revenue Accountant at Giftango LLC
Industry Accounting
Experience
InComm April 2013 - Present
Grove, Mueller & Swank, P.C. March 2008 - January 2011
Time Warner Inc. October 2006 - March 2008
Mikunda, Cottrell, & Co., Inc. July 2004 - September 2006
ABM Industries May 2002 - May 2004
UBS July 1999 - October 2000
Skills
Internal Controls, Financial Accounting, Auditing, Internal Audit, Bookkeeping, Sarbanes-Oxley Act, Journal Entries, Tax Preparation, General Ledger, QuickBooks, Account Reconciliation, Accounting, Finance, Financial Audits, Financial Statements, GAAP
Education
University of Alaska Anchorage 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting
InComm April 2013 - Present
Grove, Mueller & Swank, P.C. March 2008 - January 2011
Time Warner Inc. October 2006 - March 2008
Mikunda, Cottrell, & Co., Inc. July 2004 - September 2006
ABM Industries May 2002 - May 2004
UBS July 1999 - October 2000
Skills
Internal Controls, Financial Accounting, Auditing, Internal Audit, Bookkeeping, Sarbanes-Oxley Act, Journal Entries, Tax Preparation, General Ledger, QuickBooks, Account Reconciliation, Accounting, Finance, Financial Audits, Financial Statements, GAAP
Education
University of Alaska Anchorage 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting
Sarah DePiro's UBS Experience May 2009 - August 2009
Job PMD FA at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
ATTO Technology, Inc. March 2014 - June 2014
Superior Group January 2013 - August 2013
Gross Polowy Orlans June 2012 - December 2012
UBS May 2009 - August 2009
Skills
Data Analysis, Leadership, Microsoft Excel, Microsoft Word, Outlook, Marketing, Data Entry, Microsoft Office, Inventory Management, Organizational..., Communication, Business Efficiency, Sales Operations
Education
State University of New York at Buffalo 2008 — 2012
Social Sciences Interdisciplinary, Legal Studies
Massapequa High School 2004 — 2008
Merrill Lynch July 2014 - Present
ATTO Technology, Inc. March 2014 - June 2014
Superior Group January 2013 - August 2013
Gross Polowy Orlans June 2012 - December 2012
UBS May 2009 - August 2009
Skills
Data Analysis, Leadership, Microsoft Excel, Microsoft Word, Outlook, Marketing, Data Entry, Microsoft Office, Inventory Management, Organizational..., Communication, Business Efficiency, Sales Operations
Education
State University of New York at Buffalo 2008 — 2012
Social Sciences Interdisciplinary, Legal Studies
Massapequa High School 2004 — 2008
Ruth Lowe-Chapman Ruth Lowe-Chapman's UBS Experience July 1996 - Present
Job IT Project Manager at UBS
Industry Investment Banking
Experience
UBS July 1996 - Present
Credit Suisse August 1992 - June 1996
UBS February 1990 - July 1992
RBS June 1987 - January 1990
Skills
Investment Banking, Information Technology, Trading Systems, Fixed Income, Business Analysis, Equities, Middle Office, Infrastructure, PMO, Project Delivery, Risk Management, Equity Derivatives, Derivatives, Project Portfolio..., IT Strategy, FX Options, Financial Services, Financial Risk, Trading, Financial Markets, Vendor Management, Portfolio Management, Governance, Capital Markets, Stakeholder Management, Hedge Funds, Financial Modeling, Operational Risk...
Education
University of Bath 1981 — 1985
BSc, Business Administration
UBS July 1996 - Present
Credit Suisse August 1992 - June 1996
UBS February 1990 - July 1992
RBS June 1987 - January 1990
Skills
Investment Banking, Information Technology, Trading Systems, Fixed Income, Business Analysis, Equities, Middle Office, Infrastructure, PMO, Project Delivery, Risk Management, Equity Derivatives, Derivatives, Project Portfolio..., IT Strategy, FX Options, Financial Services, Financial Risk, Trading, Financial Markets, Vendor Management, Portfolio Management, Governance, Capital Markets, Stakeholder Management, Hedge Funds, Financial Modeling, Operational Risk...
Education
University of Bath 1981 — 1985
BSc, Business Administration
Daniel Swasbrook Daniel Swasbrook's UBS Experience June 2015 - Present
Job Managing Director Global Markets
Industry Banking
Experience
UBS June 2015 - Present
Deutsche Bank February 2004 - June 2015
Deutsche Bank July 2001 - May 2003
Goldman Sachs 2003 - 2003
Deutsche Bank June 1999 - July 2001
Bankers Trust October 1996 - June 1999
Skills
Derivatives, Alternative Investments, Financial Markets, Fixed Income, Hedge Funds, Capital Markets, FX Options, Investment Banking, Private Equity, Investments, Trading Systems, Equities, Trading, Emerging Markets, Bloomberg, Asset Management, Equity Derivatives, Portfolio Management, Structured Products
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
EMBA, Entrepreneurship & Strategy
University of Auckland 1996 — 1998
Bachelor of Commerce, Finance & Economics
King's College 1991 — 1995
A bursary
UBS June 2015 - Present
Deutsche Bank February 2004 - June 2015
Deutsche Bank July 2001 - May 2003
Goldman Sachs 2003 - 2003
Deutsche Bank June 1999 - July 2001
Bankers Trust October 1996 - June 1999
Skills
Derivatives, Alternative Investments, Financial Markets, Fixed Income, Hedge Funds, Capital Markets, FX Options, Investment Banking, Private Equity, Investments, Trading Systems, Equities, Trading, Emerging Markets, Bloomberg, Asset Management, Equity Derivatives, Portfolio Management, Structured Products
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
EMBA, Entrepreneurship & Strategy
University of Auckland 1996 — 1998
Bachelor of Commerce, Finance & Economics
King's College 1991 — 1995
A bursary
Sharon Shawn Sharon Shawn's UBS Experience 2000 - 2001
Job Financial Services Professional currently seeking new opportunities
Industry Financial Services
Experience
New York, NY 2012 - Present
Standard & Poor's 2003 - 2011
New York Stock Exchange 2001 - 2003
UBS 2000 - 2001
PaineWebber 1999 - 2000
PaineWebber 1997 - 1999
PaineWebber 1995 - 1997
PaineWebber 1993 - 1995
Skills
Financial Services, Marketing, Communications, Client..., Product Development, Financial Markets, Internal Communications, Client Liaison, Client Relations Skills, Series 63, Hedge Funds, Bonds, Market Data, Fixed Income, Electronic Trading, Securities, Equities, Trading Systems, Bloomberg, Financial Analysis, Investor Relations, Derivatives, Management, Alternative Investments, Portfolio Management, Equity Research, Investments, Trading, Sales, Banking, New Business Development, Mutual Funds, Product Management, FINRA, Investment Banking, Structured Finance, Options, Market Research, Asset Management, Capital Markets, Competitive Analysis, Finance, Analysis, Series 7
Education
University at Albany, SUNY
BA, Communication/Business
New York, NY 2012 - Present
Standard & Poor's 2003 - 2011
New York Stock Exchange 2001 - 2003
UBS 2000 - 2001
PaineWebber 1999 - 2000
PaineWebber 1997 - 1999
PaineWebber 1995 - 1997
PaineWebber 1993 - 1995
Skills
Financial Services, Marketing, Communications, Client..., Product Development, Financial Markets, Internal Communications, Client Liaison, Client Relations Skills, Series 63, Hedge Funds, Bonds, Market Data, Fixed Income, Electronic Trading, Securities, Equities, Trading Systems, Bloomberg, Financial Analysis, Investor Relations, Derivatives, Management, Alternative Investments, Portfolio Management, Equity Research, Investments, Trading, Sales, Banking, New Business Development, Mutual Funds, Product Management, FINRA, Investment Banking, Structured Finance, Options, Market Research, Asset Management, Capital Markets, Competitive Analysis, Finance, Analysis, Series 7
Education
University at Albany, SUNY
BA, Communication/Business
Aileen Greenman Aileen Greenman's UBS Experience August 2012 - Present
Job Associate Director at UBS
Industry Banking
Experience
UBS August 2012 - Present
HSBC Mortgage Services March 2009 - August 2012
Thacher Proffitt & Wood LLP October 2007 - December 2008
M&T Bank 2006 - 2007
University at Buffalo Office of Admissions 2005 - 2006
Skills
Asset Managment, Banking, Loan Origination, Real Estate, Mortgage Banking, Loans, Mortgage Lending, Residential Mortgages, Credit, Asset Management, Consumer Lending, Credit Analysis, Finance, Financial Services, Investment Properties, Management, Refinance
Education
University at Buffalo 2002 — 2006
Bachelor of Arts, Sociology and Political Science
UBS August 2012 - Present
HSBC Mortgage Services March 2009 - August 2012
Thacher Proffitt & Wood LLP October 2007 - December 2008
M&T Bank 2006 - 2007
University at Buffalo Office of Admissions 2005 - 2006
Skills
Asset Managment, Banking, Loan Origination, Real Estate, Mortgage Banking, Loans, Mortgage Lending, Residential Mortgages, Credit, Asset Management, Consumer Lending, Credit Analysis, Finance, Financial Services, Investment Properties, Management, Refinance
Education
University at Buffalo 2002 — 2006
Bachelor of Arts, Sociology and Political Science
Len Meshberg Len Meshberg's UBS Experience September 2005 - Present
Job Vice PresidentWealth ManagementPortfolio ManagerFinancial Advisor at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS September 2005 - Present
Education
University at Albany, SUNY 1982 — 1986
School of Business, Marketing/Management
UBS September 2005 - Present
Education
University at Albany, SUNY 1982 — 1986
School of Business, Marketing/Management
David Whigham David Whigham's UBS Experience September 2002 - March 2004
Job Director, Enrollment Technology Solutions
Industry Information Technology and Services
Experience
Allstate Benefits May 2014 - Present
HealthPlan Services September 2012 - April 2014
Ceridian Corporation January 2011 - January 2012
Ceridian Benefits Services June 2009 - December 2010
Ceridian Benefit Services 2008 - June 2009
Fidelity National Information Services January 2007 - February 2008
Fidelity National Information Services May 2005 - December 2006
eTRAFFICJAMS.COM October 2004 - May 2005
New Horizons Computer Learning Centers April 2004 - September 2004
UBS September 2002 - March 2004
Skills
Competitive Analysis, Sales Process, IT Management, Solution Selling, Business Analysis, Operations Management, Account Management, SaaS, Process Improvement, CRM, SDLC, Sales Management, New Business Development, Management, Project Management, Sales, Call Centers, Leadership, Vendor Management, Employee Benefits, Team Building, Training, Sales Operations, Human Resources, Lead Generation, Business Development, Cross-functional Team..., Change Management, Recruiting, Strategic Planning, Analysis, Team Leadership, Salesforce.com, Cold Calling, Selling, Customer Retention, Outsourcing, Consulting, Performance Management, Networking, Project Planning, Software Documentation, Business Process..., Databases, Executive Management, Business Intelligence, Enterprise Software, Strategy, Software Development, ERP
Education
University of Alabama at Birmingham 1980 — 1983
Bachelor of Science, Computer Science (major) / Business Administration (minor)
Allstate Benefits May 2014 - Present
HealthPlan Services September 2012 - April 2014
Ceridian Corporation January 2011 - January 2012
Ceridian Benefits Services June 2009 - December 2010
Ceridian Benefit Services 2008 - June 2009
Fidelity National Information Services January 2007 - February 2008
Fidelity National Information Services May 2005 - December 2006
eTRAFFICJAMS.COM October 2004 - May 2005
New Horizons Computer Learning Centers April 2004 - September 2004
UBS September 2002 - March 2004
Skills
Competitive Analysis, Sales Process, IT Management, Solution Selling, Business Analysis, Operations Management, Account Management, SaaS, Process Improvement, CRM, SDLC, Sales Management, New Business Development, Management, Project Management, Sales, Call Centers, Leadership, Vendor Management, Employee Benefits, Team Building, Training, Sales Operations, Human Resources, Lead Generation, Business Development, Cross-functional Team..., Change Management, Recruiting, Strategic Planning, Analysis, Team Leadership, Salesforce.com, Cold Calling, Selling, Customer Retention, Outsourcing, Consulting, Performance Management, Networking, Project Planning, Software Documentation, Business Process..., Databases, Executive Management, Business Intelligence, Enterprise Software, Strategy, Software Development, ERP
Education
University of Alabama at Birmingham 1980 — 1983
Bachelor of Science, Computer Science (major) / Business Administration (minor)
Allise Furlani Allise Furlani's UBS Experience 2008 - 2008
Job Account Manager at The Blueshirt Group
Industry Financial Services
Experience
The Blueshirt Group January 2012 - Present
Goldman Sachs January 2010 - January 2012
Thomson Reuters January 2009 - December 2009
Citigroup July 2008 - December 2008
UBS 2008 - 2008
Skills
Financial Modeling, Bloomberg
Education
University at Albany, SUNY 2004 — 2008
Bachelors, Financial Analyst
The Blueshirt Group January 2012 - Present
Goldman Sachs January 2010 - January 2012
Thomson Reuters January 2009 - December 2009
Citigroup July 2008 - December 2008
UBS 2008 - 2008
Skills
Financial Modeling, Bloomberg
Education
University at Albany, SUNY 2004 — 2008
Bachelors, Financial Analyst
Patrick Carrigan, CFA Patrick Carrigan, CFA's UBS Experience May 2009 - Present
Job Senior Vice PresidentWealth Management
Industry Financial Services
Experience
UBS May 2009 - Present
Morgan Stanley November 1981 - May 2009
Morgan Stanley November 1981 - May 2009
Education
University of Arkansas at Fayetteville 1976 — 1980
BSBA, Accounting
UBS May 2009 - Present
Morgan Stanley November 1981 - May 2009
Morgan Stanley November 1981 - May 2009
Education
University of Arkansas at Fayetteville 1976 — 1980
BSBA, Accounting
Charles Hunter Rudolph Charles Hunter Rudolph's UBS Experience April 2014 - Present
Job Financial Advisor Wealth Management, UBS Financial Services
Industry Financial Services
Experience
UBS April 2014 - Present
Merrill Lynch July 2013 - April 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Strategic Planning, Photoshop, Teamwork, Event Management, Advertising, Financial Modeling
Education
University of Alabama 2008 — 2012
General Business, Sales Specialization
St. Paul's High School 2003 — 2008
High School
UBS April 2014 - Present
Merrill Lynch July 2013 - April 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Strategic Planning, Photoshop, Teamwork, Event Management, Advertising, Financial Modeling
Education
University of Alabama 2008 — 2012
General Business, Sales Specialization
St. Paul's High School 2003 — 2008
High School
Katie Braband Clouse Katie Braband Clouse's UBS Experience 2007 - 2009
Job Director of Channel Sales & Development
Industry Information Technology and Services
Experience
Soonr March 2014 - Present
Anchor™ 2013 - 2014
Axcient 2011 - 2012
Datto Inc. 2009 - 2011
UBS 2007 - 2009
Arizona Daily Wildcat 2005 - 2007
Skills
Partner Development, Cloud Computing, Pipeline Management, Information Technology, Cloud Storage, Channel, SaaS, Managed Services, Salesforce.com, Start-ups, Strategy, Channel Partners, Sales Management, Disaster Recovery, Solution Selling, Sales Operations, New Business Development, Sales, Marketing Strategy, Sales Process, Marketing, Product Marketing, Virtualization, Networking, Channel Sales, Business Alliances, Selling, Business Development, Professional Services, Partner Management, Enterprise Software, Sales Presentations, Lead Generation, B2B, Data Center, International Sales, Software Industry, CRM, Direct Sales, Entrepreneurship, Storage, Analytics, Go-to-market Strategy, Strategic Partnerships, Integration, Sales Enablement
Education
University of Arizona, Eller College of Management 2003 — 2007
Bachelor of Science, Entrepreneurship
Soonr March 2014 - Present
Anchor™ 2013 - 2014
Axcient 2011 - 2012
Datto Inc. 2009 - 2011
UBS 2007 - 2009
Arizona Daily Wildcat 2005 - 2007
Skills
Partner Development, Cloud Computing, Pipeline Management, Information Technology, Cloud Storage, Channel, SaaS, Managed Services, Salesforce.com, Start-ups, Strategy, Channel Partners, Sales Management, Disaster Recovery, Solution Selling, Sales Operations, New Business Development, Sales, Marketing Strategy, Sales Process, Marketing, Product Marketing, Virtualization, Networking, Channel Sales, Business Alliances, Selling, Business Development, Professional Services, Partner Management, Enterprise Software, Sales Presentations, Lead Generation, B2B, Data Center, International Sales, Software Industry, CRM, Direct Sales, Entrepreneurship, Storage, Analytics, Go-to-market Strategy, Strategic Partnerships, Integration, Sales Enablement
Education
University of Arizona, Eller College of Management 2003 — 2007
Bachelor of Science, Entrepreneurship
Allison Wirth Allison Wirth's UBS Experience August 2015 - Present
Job UBS
Industry Human Resources
Experience
UBS August 2015 - Present
Rutherford County Schools August 2012 - July 2015
Nashville Sounds Baseball Club March 2013 - September 2013
Grace Lutheran School July 2011 - May 2012
Skills
Classroom, Teaching, Algebra, Elementary Education, Lesson Planning, Classroom Management, Differentiated..., Educational Technology, Tutoring, Educational Leadership, Language Arts, Smartboard, Public Speaking, Integrating Technology..., Fundraising, Editing, PowerPoint, Guided Reading, Cooperative Learning, Educational Assessment, Mathematics Education, Behavior Management, Common Core State..., Geometry, Professional Learning..., Data Driven Instruction, English grammar, Inquiry-based Learning, Promethean Board, Test Preparation, IEP, Science Education, K-8, Project-based Learning, Lessons, Parent-Teacher..., 21st Century Skills, Microsoft Office
Education
King College 2014 — 2015
Master of Business Administration (MBA), Human Resources Management and Services
University of Alabama 2007 — 2011
Bachelor of Science (B.S.), Elementary Education
Pelham High School
Pelham High School
UBS August 2015 - Present
Rutherford County Schools August 2012 - July 2015
Nashville Sounds Baseball Club March 2013 - September 2013
Grace Lutheran School July 2011 - May 2012
Skills
Classroom, Teaching, Algebra, Elementary Education, Lesson Planning, Classroom Management, Differentiated..., Educational Technology, Tutoring, Educational Leadership, Language Arts, Smartboard, Public Speaking, Integrating Technology..., Fundraising, Editing, PowerPoint, Guided Reading, Cooperative Learning, Educational Assessment, Mathematics Education, Behavior Management, Common Core State..., Geometry, Professional Learning..., Data Driven Instruction, English grammar, Inquiry-based Learning, Promethean Board, Test Preparation, IEP, Science Education, K-8, Project-based Learning, Lessons, Parent-Teacher..., 21st Century Skills, Microsoft Office
Education
King College 2014 — 2015
Master of Business Administration (MBA), Human Resources Management and Services
University of Alabama 2007 — 2011
Bachelor of Science (B.S.), Elementary Education
Pelham High School
Pelham High School
Conor Hourigan's UBS Experience October 2014 - Present
Job Talent Acquisition Leader
Industry Financial Services
Experience
UBS October 2014 - Present
David Barrett Partners February 2011 - September 2014
Boutique Search Firm December 2008 - February 2011
Russell Reynolds Associates November 2006 - December 2008
Armstrong International April 2004 - November 2006
Michael Page May 2002 - April 2004
State Street October 2000 - June 2002
Skills
Wealth Management, Investments, Family Office, Executive Search, Investment Management, Private Banking, High Net Worth..., Asset Managment, Foundations, Endowments, Pension Funds, Recruitment/Retention, Negotiation, Networking, Registered Investment..., Workforce Planning, Investment Banking, Asset Management, Recruiting, Onboarding, EMEA, Management, Project Management, Supplier Quality..., Diversity & Inclusion, Diversity Training, Supplier Diversity
Education
University College Cork
BSc, Finance
UBS October 2014 - Present
David Barrett Partners February 2011 - September 2014
Boutique Search Firm December 2008 - February 2011
Russell Reynolds Associates November 2006 - December 2008
Armstrong International April 2004 - November 2006
Michael Page May 2002 - April 2004
State Street October 2000 - June 2002
Skills
Wealth Management, Investments, Family Office, Executive Search, Investment Management, Private Banking, High Net Worth..., Asset Managment, Foundations, Endowments, Pension Funds, Recruitment/Retention, Negotiation, Networking, Registered Investment..., Workforce Planning, Investment Banking, Asset Management, Recruiting, Onboarding, EMEA, Management, Project Management, Supplier Quality..., Diversity & Inclusion, Diversity Training, Supplier Diversity
Education
University College Cork
BSc, Finance
Raashi Parihar Raashi Parihar's UBS Experience January 2014 - 2014
Job Program Analyst at GSA
Industry Information Technology and Services
Experience
GSA August 2015 - Present
TEDxStarrPassWomen April 2015 - Present
Alpha Kappa Psi January 2013 - May 2015
University of Arizona August 2014 - December 2014
Target June 2014 - August 2014
Integrative Touch for Kids January 2014 - May 2014
The University of Arizona January 2014 - May 2014
Lockheed Martin December 2014 - 2014
UBS January 2014 - 2014
Skills
Teamwork, Social Media, Leadership, Customer Service, Microsoft Office, Event Management, Social Networking, Time Management, Visio, Java, Research, Fundraising, Operations Management, Team Leadership, Public Speaking, Data Analysis, Communication, Management, Marketing, Business Analysis, R
Education
University of Arizona, Eller College of Management 2010 — 2015
Bachelor of Science (B.S.), Management Information Systems, General
GSA August 2015 - Present
TEDxStarrPassWomen April 2015 - Present
Alpha Kappa Psi January 2013 - May 2015
University of Arizona August 2014 - December 2014
Target June 2014 - August 2014
Integrative Touch for Kids January 2014 - May 2014
The University of Arizona January 2014 - May 2014
Lockheed Martin December 2014 - 2014
UBS January 2014 - 2014
Skills
Teamwork, Social Media, Leadership, Customer Service, Microsoft Office, Event Management, Social Networking, Time Management, Visio, Java, Research, Fundraising, Operations Management, Team Leadership, Public Speaking, Data Analysis, Communication, Management, Marketing, Business Analysis, R
Education
University of Arizona, Eller College of Management 2010 — 2015
Bachelor of Science (B.S.), Management Information Systems, General
Joseph Farley's UBS Experience August 1992 - February 1998
Job Analyst at Champlain Investment Partners, LLC
Industry Investment Management
Experience
Champlain Investment Partners, LLC August 2014 - Present
Stowe Aviation, LLC March 2013 - Present
Kelvingrove Ventures January 2013 - Present
Kelvingrove Partners June 2008 - May 2013
Private Capital Management December 2002 - June 2008
Morgan Stanley January 2001 - December 2002
Donaldson, Lufkin & Jenrette February 1998 - January 2001
UBS August 1992 - February 1998
AT&T October 1990 - August 1992
Executive Branch, Division of Budget, State of New York September 1989 - May 1990
Skills
Investments, Valuation, Portfolio Management, Equity Research, Hedge Funds, Equities, Financial Modeling, Asset Management, Capital Markets, Finance
Education
State University of New York at Albany 1989 — 1992
Master of Arts (MA), Economics
State University of New York at Albany 1986 — 1989
Bachelor of Arts (BA), Economics
Champlain Investment Partners, LLC August 2014 - Present
Stowe Aviation, LLC March 2013 - Present
Kelvingrove Ventures January 2013 - Present
Kelvingrove Partners June 2008 - May 2013
Private Capital Management December 2002 - June 2008
Morgan Stanley January 2001 - December 2002
Donaldson, Lufkin & Jenrette February 1998 - January 2001
UBS August 1992 - February 1998
AT&T October 1990 - August 1992
Executive Branch, Division of Budget, State of New York September 1989 - May 1990
Skills
Investments, Valuation, Portfolio Management, Equity Research, Hedge Funds, Equities, Financial Modeling, Asset Management, Capital Markets, Finance
Education
State University of New York at Albany 1989 — 1992
Master of Arts (MA), Economics
State University of New York at Albany 1986 — 1989
Bachelor of Arts (BA), Economics
Jeffrey Hogue Jeffrey Hogue's UBS Experience August 2015 - Present
Job Senior Vice President Wealth Management and Portfolio Manager at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Education
University of Florida - Warrington College of Business Administration 1991 — 1993
Master of Business Administration (MBA)
University of Alabama 1985 — 1989
Bachelor of Arts (B.A.), Communications
UBS August 2015 - Present
Education
University of Florida - Warrington College of Business Administration 1991 — 1993
Master of Business Administration (MBA)
University of Alabama 1985 — 1989
Bachelor of Arts (B.A.), Communications
Jeffrey Fixler's UBS Experience January 2005 - January 2007
Job Senior Project Manager
Industry Financial Services
Experience
Office Depot July 2014 - Present
Ryder System, Inc. February 2014 - July 2014
Assurant February 2013 - February 2014
Doral Bank September 2012 - February 2013
Franklin Templeton Investments July 2010 - September 2012
Bayview Financial October 2009 - October 2010
AIG November 2008 - October 2009
BankUnited January 2007 - November 2008
CGI January 2005 - January 2007
UBS January 2005 - January 2007
Skills
PMO, PMBOK, PMI, SDLC, Vendor Management, Six Sigma, PMP, Program Management, Project Portfolio..., Process Improvement, Waterfall, Continuous Improvement, Green Belt, Operations Management, Resource Management, Quality Assurance, Agile, Business Process..., Project Governance, EPM, Change Management, Process Engineering, Project Server, IT Strategy, Quality Management, WBS, Operational Excellence, Budgeting, MS Project, Business Analysis, Requirements Gathering, Software Project..., Visio, Project Planning, IT Management, Requirements Analysis, Project Delivery, Risk Management, Integration, Business Requirements, SharePoint, Business Process, Risk Mitigation, Data Warehousing, Business Intelligence, Process Development, Project Execution, Project Implementation, Documentation, Portfolio Management
Education
State University of New York at Buffalo 1992 — 1996
BS, Management
Office Depot July 2014 - Present
Ryder System, Inc. February 2014 - July 2014
Assurant February 2013 - February 2014
Doral Bank September 2012 - February 2013
Franklin Templeton Investments July 2010 - September 2012
Bayview Financial October 2009 - October 2010
AIG November 2008 - October 2009
BankUnited January 2007 - November 2008
CGI January 2005 - January 2007
UBS January 2005 - January 2007
Skills
PMO, PMBOK, PMI, SDLC, Vendor Management, Six Sigma, PMP, Program Management, Project Portfolio..., Process Improvement, Waterfall, Continuous Improvement, Green Belt, Operations Management, Resource Management, Quality Assurance, Agile, Business Process..., Project Governance, EPM, Change Management, Process Engineering, Project Server, IT Strategy, Quality Management, WBS, Operational Excellence, Budgeting, MS Project, Business Analysis, Requirements Gathering, Software Project..., Visio, Project Planning, IT Management, Requirements Analysis, Project Delivery, Risk Management, Integration, Business Requirements, SharePoint, Business Process, Risk Mitigation, Data Warehousing, Business Intelligence, Process Development, Project Execution, Project Implementation, Documentation, Portfolio Management
Education
State University of New York at Buffalo 1992 — 1996
BS, Management
Jason Lew Jason Lew's UBS Experience December 2005 - April 2007
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2015 - Present
Capco January 2013 - May 2015
Morgan Stanley January 2012 - January 2013
Morgan Stanley May 2011 - December 2011
Morgan Stanley January 2009 - May 2011
Morgan Stanley April 2007 - January 2009
UBS December 2005 - April 2007
Skills
Project Management, Corporate Finance, Financial Reporting, Credit, Analysis, Financial Analysis, Business Analysis, Finance, Microsoft Excel, Microsoft Office, Derivatives, Financial Services, Credit Derivatives, Analytics, Trading Systems, Business Requirements, Requirements Gathering, Capital Markets, Requirements Analysis, Business Transformation
Education
University at Buffalo 2001 — 2005
Business Administration, Finance
SCRUM Alliance
Certified SCRUM Master
Goldman Sachs May 2015 - Present
Capco January 2013 - May 2015
Morgan Stanley January 2012 - January 2013
Morgan Stanley May 2011 - December 2011
Morgan Stanley January 2009 - May 2011
Morgan Stanley April 2007 - January 2009
UBS December 2005 - April 2007
Skills
Project Management, Corporate Finance, Financial Reporting, Credit, Analysis, Financial Analysis, Business Analysis, Finance, Microsoft Excel, Microsoft Office, Derivatives, Financial Services, Credit Derivatives, Analytics, Trading Systems, Business Requirements, Requirements Gathering, Capital Markets, Requirements Analysis, Business Transformation
Education
University at Buffalo 2001 — 2005
Business Administration, Finance
SCRUM Alliance
Certified SCRUM Master
Trevor Pratt Trevor Pratt's UBS Experience February 2012 - June 2012
Job Tenant Representation for JLL | Office Space, Corporate HQ, Tech, Law Firm, Finance
Industry Commercial Real Estate
Experience
JLL June 2012 - Present
UBS February 2012 - June 2012
ICAP North America May 2011 - August 2011
Skills
Bloomberg, Bloomberg Terminal, Excel, Fixed Income, Financial Analysis, Investments, Portfolio Management, Financial Modeling, Social Media Marketing, Valuation, Trading, Corporate Finance, Asset Managment, Equities, Leadership, Economics, Sales, Quantitative Analytics, Microsoft Excel, PowerPoint, Market Research, Asset Management, Negotiation, Strategic Planning
Education
University of Arizona 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
JLL June 2012 - Present
UBS February 2012 - June 2012
ICAP North America May 2011 - August 2011
Skills
Bloomberg, Bloomberg Terminal, Excel, Fixed Income, Financial Analysis, Investments, Portfolio Management, Financial Modeling, Social Media Marketing, Valuation, Trading, Corporate Finance, Asset Managment, Equities, Leadership, Economics, Sales, Quantitative Analytics, Microsoft Excel, PowerPoint, Market Research, Asset Management, Negotiation, Strategic Planning
Education
University of Arizona 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Ethan Louie Ethan Louie's UBS Experience June 2015 - August 2015
Job Wealth Management Summer Intern at UBS
Industry Financial Services
Experience
New York University Athletics September 2014 - Present
UBS June 2015 - August 2015
New York University Academic Affairs Office May 2014 - March 2015
Skills
Social Media, Marketing, Project Management, Problem Solving, Teamwork, Microsoft Excel, Microsoft Word, Financial Statement..., Microsoft Office, PowerPoint, Research, Public Speaking
Education
New York University - Leonard N. Stern School of Business 2013 — 2017
Bachelor of Science (B.S.) in Business, Finance and Operations Management
University of Amsterdam 2015 — 2016
International Business Exchange, Faculty of Business and Economics
New York University Athletics September 2014 - Present
UBS June 2015 - August 2015
New York University Academic Affairs Office May 2014 - March 2015
Skills
Social Media, Marketing, Project Management, Problem Solving, Teamwork, Microsoft Excel, Microsoft Word, Financial Statement..., Microsoft Office, PowerPoint, Research, Public Speaking
Education
New York University - Leonard N. Stern School of Business 2013 — 2017
Bachelor of Science (B.S.) in Business, Finance and Operations Management
University of Amsterdam 2015 — 2016
International Business Exchange, Faculty of Business and Economics
Toby Burkett CFP®, CIMA®, C(k)P®'s UBS Experience October 2004 - September 2007
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2007 - Present
UBS October 2004 - September 2007
Trinity Consultants 2001 - 2004
Skills
Investments, Business Development, Business Planning, Financial Analysis, Strategic Planning, Mortgage Lending, Management, Budget, Microsoft Excel, Risk Management, Asset Management, Wealth Management, Finance, Budgets, Loans, Portfolio Management, Strategic Financial..., Financial Planning, Financial Services, Retirement Planning
Education
University of Arkansas at Fayetteville 1996 — 2001
Bachelor of Science (B.S.), Chemical Engineering
Merrill Lynch September 2007 - Present
UBS October 2004 - September 2007
Trinity Consultants 2001 - 2004
Skills
Investments, Business Development, Business Planning, Financial Analysis, Strategic Planning, Mortgage Lending, Management, Budget, Microsoft Excel, Risk Management, Asset Management, Wealth Management, Finance, Budgets, Loans, Portfolio Management, Strategic Financial..., Financial Planning, Financial Services, Retirement Planning
Education
University of Arkansas at Fayetteville 1996 — 2001
Bachelor of Science (B.S.), Chemical Engineering
Denise Jones's UBS Experience August 2006 - November 2007
Job Vice President of Sales
Industry Renewables & Environment
Experience
SolarCity July 2015 - Present
SolarCity June 2008 - July 2015
EverBank February 2008 - June 2008
UBS August 2006 - November 2007
Lehman Brothers November 2004 - August 2006
Imperial Contract Wall Coverings January 1996 - February 2000
Skills
Marketing Strategy, Salesforce.com, Sales, Management, Leadership, Residential Homes, Business Development, New Business Development, Sales Management, Account Management, Recruiting, Sales Process, Selling, Time Management, Contract Negotiation, Solar Energy, Cold Calling, Team Building, Negotiation, Start-ups, Marketing, Direct Sales, Customer Service, Lead Generation
Education
University of Alabama 1987 — 1992
Bachelor of Science, Interior Design
SolarCity July 2015 - Present
SolarCity June 2008 - July 2015
EverBank February 2008 - June 2008
UBS August 2006 - November 2007
Lehman Brothers November 2004 - August 2006
Imperial Contract Wall Coverings January 1996 - February 2000
Skills
Marketing Strategy, Salesforce.com, Sales, Management, Leadership, Residential Homes, Business Development, New Business Development, Sales Management, Account Management, Recruiting, Sales Process, Selling, Time Management, Contract Negotiation, Solar Energy, Cold Calling, Team Building, Negotiation, Start-ups, Marketing, Direct Sales, Customer Service, Lead Generation
Education
University of Alabama 1987 — 1992
Bachelor of Science, Interior Design
James Purdie's UBS Experience 2006 - 2007
Job Sales Representative at Eli Lilly and Company
Industry Pharmaceuticals
Experience
Eli Lilly and Company July 1999 - Present
Amazon September 2013 - March 2015
USMC July 1984 - July 2014
CRS November 2006 - July 2013
Info 2 2010 - 2011
UBS 2006 - 2007
UBS 2006 - 2007
Eli Lilly April 1999 - November 2006
Skills
Analysis, Business Development, Customer Service, Investments, Leadership, Leadership Development, Management, Microsoft Office, Military, Negotiation, Retirement, Retirement Planning, Sales, Sales Management, Security Clearance, Strategic Financial..., Strategic Planning, Team Building, Team Leadership, Training
Education
University of Arizona 1991 — 1995
BSBA, Accounting Finanace
University of Arizona
BSBA Accounting & Finance, Accounting
Eli Lilly and Company July 1999 - Present
Amazon September 2013 - March 2015
USMC July 1984 - July 2014
CRS November 2006 - July 2013
Info 2 2010 - 2011
UBS 2006 - 2007
UBS 2006 - 2007
Eli Lilly April 1999 - November 2006
Skills
Analysis, Business Development, Customer Service, Investments, Leadership, Leadership Development, Management, Microsoft Office, Military, Negotiation, Retirement, Retirement Planning, Sales, Sales Management, Security Clearance, Strategic Financial..., Strategic Planning, Team Building, Team Leadership, Training
Education
University of Arizona 1991 — 1995
BSBA, Accounting Finanace
University of Arizona
BSBA Accounting & Finance, Accounting
Melissa Kessler Melissa Kessler's UBS Experience July 2014 - Present
Job Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS July 2014 - Present
Fleming's Prime Steakhouse & Wine Bar May 2012 - July 2014
UBS Financial Services January 2014 - May 2014
Gamma Phi Beta Sorority January 2012 - January 2013
The University of Arizona August 2010 - December 2011
Education
University of Arizona 2010 — 2014
University of Arizona, Eller College of Management 2010 — 2014
Bachelor of Science (BS)
CEA Global Campus- Barcelona 2013 — 2013
Universitat Pompeu Fabra 2013 — 2013
Catalina Foothills High School 2006 — 2010
UBS July 2014 - Present
Fleming's Prime Steakhouse & Wine Bar May 2012 - July 2014
UBS Financial Services January 2014 - May 2014
Gamma Phi Beta Sorority January 2012 - January 2013
The University of Arizona August 2010 - December 2011
Education
University of Arizona 2010 — 2014
University of Arizona, Eller College of Management 2010 — 2014
Bachelor of Science (BS)
CEA Global Campus- Barcelona 2013 — 2013
Universitat Pompeu Fabra 2013 — 2013
Catalina Foothills High School 2006 — 2010
Julie Genjac Julie Genjac's UBS Experience June 1998 - May 2003
Job Senior Vice President, Director of Practice Management & Professional Development
Industry Financial Services
Experience
D.A. Davidson & Co. March 2008 - Present
Wells Fargo October 2003 - March 2008
UBS June 1998 - May 2003
Education
University of Washington 2000 — 2003
Bachelor of Arts (B.A.), Economics
University of Arizona 1999 — 2000
Forest Ridge School of the Sacred Heart 1994 — 1999
Bellevue, WA, 8th to 12th Grades
D.A. Davidson & Co. March 2008 - Present
Wells Fargo October 2003 - March 2008
UBS June 1998 - May 2003
Education
University of Washington 2000 — 2003
Bachelor of Arts (B.A.), Economics
University of Arizona 1999 — 2000
Forest Ridge School of the Sacred Heart 1994 — 1999
Bellevue, WA, 8th to 12th Grades
Jason A. Nardella's UBS Experience 1997 - 1998
Job Senior Vice President / Head of EES/ PT at SANTANDER INVESTMENT SECURITIES
Industry Financial Services
Experience
SANTANDER INVESTMENT SECURITIES January 2012 - Present
Knight Capital Group August 2010 - August 2011
SGCIB May 1998 - July 2010
UBS 1997 - 1998
Merita Bank 1995 - 1997
Skills
Electronic Trading, Middle Office, Trading, Program Trading, Equity Trading, Equities, Series 7, Emerging Markets, Series 63, ETFs, Trading Systems, Quantitative Finance, Financial Services, Investments, Bloomberg, Hedge Funds, Capital Markets, Equity Derivatives, Market Data, Financial Markets, Block Trading, Derivatives, Latin American markets
Education
State University of New York at Albany 1991 — 1995
SANTANDER INVESTMENT SECURITIES January 2012 - Present
Knight Capital Group August 2010 - August 2011
SGCIB May 1998 - July 2010
UBS 1997 - 1998
Merita Bank 1995 - 1997
Skills
Electronic Trading, Middle Office, Trading, Program Trading, Equity Trading, Equities, Series 7, Emerging Markets, Series 63, ETFs, Trading Systems, Quantitative Finance, Financial Services, Investments, Bloomberg, Hedge Funds, Capital Markets, Equity Derivatives, Market Data, Financial Markets, Block Trading, Derivatives, Latin American markets
Education
State University of New York at Albany 1991 — 1995
Eoin Roche Eoin Roche's UBS Experience September 1996 - September 1998
Job Vice President at Moody's Investors Service
Industry Banking
Experience
Moody's Investors Service 2013 - Present
CIBC 2006 - 2013
CIBC 2004 - 2006
CIBC 1999 - 2004
UBS September 1996 - September 1998
Skills
Credit Risk, Credit, Finance, Financial Analysis, Portfolio Management, Capital Markets, Corporate Finance, Due Diligence, Financial Risk, Investment Banking, Fixed Income, Leveraged Finance, Loans
Education
University College Dublin 1994 — 1995
Masters in Business Studies, International Business and Finance
University College Dublin 1990 — 1993
Bachelor of Arts (B.A.), Economics
Moody's Investors Service 2013 - Present
CIBC 2006 - 2013
CIBC 2004 - 2006
CIBC 1999 - 2004
UBS September 1996 - September 1998
Skills
Credit Risk, Credit, Finance, Financial Analysis, Portfolio Management, Capital Markets, Corporate Finance, Due Diligence, Financial Risk, Investment Banking, Fixed Income, Leveraged Finance, Loans
Education
University College Dublin 1994 — 1995
Masters in Business Studies, International Business and Finance
University College Dublin 1990 — 1993
Bachelor of Arts (B.A.), Economics
Peter LaMassa Peter LaMassa's UBS Experience 1999 - 2006
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan March 2006 - Present
JP Morgan 2006 - February 2011
UBS 1999 - 2006
PaineWebber 1999 - 2001
Institutional Investor August 1993 - December 1998
Skills
Private Equity, Hedge Funds, Private Banking, Real Estate, Asset Management, Investments, Alternative Investments, Venture Capital, Fund Of Funds, Wealth Management, Private Wealth..., Wealth Management..., Asset Managment
Education
University at Albany, SUNY 1987 — 1991
Bachelor of Arts, Economics, Business, Journalism
Syosset High School 1984 — 1987
JPMorgan March 2006 - Present
JP Morgan 2006 - February 2011
UBS 1999 - 2006
PaineWebber 1999 - 2001
Institutional Investor August 1993 - December 1998
Skills
Private Equity, Hedge Funds, Private Banking, Real Estate, Asset Management, Investments, Alternative Investments, Venture Capital, Fund Of Funds, Wealth Management, Private Wealth..., Wealth Management..., Asset Managment
Education
University at Albany, SUNY 1987 — 1991
Bachelor of Arts, Economics, Business, Journalism
Syosset High School 1984 — 1987
Josée-Anne Fauchon's UBS Experience 1997 - 1998
Job Systems Analyst at ICAO
Industry Airlines/Aviation
Experience
ICAO April 2001 - Present
UBS 1997 - 1998
Kudelski Group 1996 - 1998
Paris 1993 - 1995
Skills
Project Management, HRIS, Learning Management..., Analysis, Information Management, Oracle Applications, Requirements Analysis, Business Analysis, Software Project..., Business Process..., Program Management, ITIL, Integration, Strategic Planning, IT Management
Education
Université de Sherbrooke 1989 — 1992
Bachelor in Sciences, Management Information Systems
ICAO April 2001 - Present
UBS 1997 - 1998
Kudelski Group 1996 - 1998
Paris 1993 - 1995
Skills
Project Management, HRIS, Learning Management..., Analysis, Information Management, Oracle Applications, Requirements Analysis, Business Analysis, Software Project..., Business Process..., Program Management, ITIL, Integration, Strategic Planning, IT Management
Education
Université de Sherbrooke 1989 — 1992
Bachelor in Sciences, Management Information Systems
Bill Melchior's UBS Experience 2005 - 2006
Job Sr. Enterprise Account Executive at FirstLight Fiber
Industry Telecommunications
Experience
FirstLight Fiber July 2014 - Present
Time Warner Cable Business Class 2010 - 2014
USA Mobility 2006 - 2010
UBS 2005 - 2006
Northwestern Mutual 2004 - 2006
Sprint 1998 - 2004
Skills
Telecommunications, Wireless, Sales Management, Healthcare IT, Training & Development, Consultative Selling, Key Account Management, Wireless Solutions, Direct Sales, Salesforce.com, Microsoft Office, Solution Selling, Regional Managers, Territory Planning, Telecommunications Sales, Sales Skills Training, Management, Healthcare Information..., New Business Development, Sales Operations, Cloud Computing, Sales Process, Team Building, Sales, Selling, Leadership, Selling Skills, CRM, Employee Training, Cold Calling, Customer Retention, Competitive Analysis, VoIP, Account Management, Networking, Training, Strategic Partnerships, B2B, Security, Channel Partners, Unified Communications, Managed Services, MPLS, SaaS, Negotiation, Sales Presentations, Disaster Recovery, Co-location, Call Centers, Cross-functional Team...
Education
University at Albany, SUNY 1995 — 1999
Potsdam Senior High School 1991 — 1995
FirstLight Fiber July 2014 - Present
Time Warner Cable Business Class 2010 - 2014
USA Mobility 2006 - 2010
UBS 2005 - 2006
Northwestern Mutual 2004 - 2006
Sprint 1998 - 2004
Skills
Telecommunications, Wireless, Sales Management, Healthcare IT, Training & Development, Consultative Selling, Key Account Management, Wireless Solutions, Direct Sales, Salesforce.com, Microsoft Office, Solution Selling, Regional Managers, Territory Planning, Telecommunications Sales, Sales Skills Training, Management, Healthcare Information..., New Business Development, Sales Operations, Cloud Computing, Sales Process, Team Building, Sales, Selling, Leadership, Selling Skills, CRM, Employee Training, Cold Calling, Customer Retention, Competitive Analysis, VoIP, Account Management, Networking, Training, Strategic Partnerships, B2B, Security, Channel Partners, Unified Communications, Managed Services, MPLS, SaaS, Negotiation, Sales Presentations, Disaster Recovery, Co-location, Call Centers, Cross-functional Team...
Education
University at Albany, SUNY 1995 — 1999
Potsdam Senior High School 1991 — 1995
Aleksey Marchuk Aleksey Marchuk's UBS Experience April 2010 - Present
Job Associate Client Relationship Director at UBS
Industry Banking
Experience
UBS April 2010 - Present
UBS Investment Bank March 2007 - March 2010
UBS Wealth Management September 2005 - December 2005
PricewaterhouseCoopers January 2005 - May 2005
Skills
Financial Analysis, Wealth Management, Banking, Relationship Management, Fixed Income, Equities, Investment Banking, Capital Markets, Derivatives, Portfolio Management, Credit Risk, Asset Managment, Investments, Corporate Finance, FX Options, Financial Markets
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Corporate Finance, Business Analytics, Supply Chain Management & Global Sourcing
University of Bridgeport 2002 — 2007
Bachelor of Science, Finance
UBS April 2010 - Present
UBS Investment Bank March 2007 - March 2010
UBS Wealth Management September 2005 - December 2005
PricewaterhouseCoopers January 2005 - May 2005
Skills
Financial Analysis, Wealth Management, Banking, Relationship Management, Fixed Income, Equities, Investment Banking, Capital Markets, Derivatives, Portfolio Management, Credit Risk, Asset Managment, Investments, Corporate Finance, FX Options, Financial Markets
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Corporate Finance, Business Analytics, Supply Chain Management & Global Sourcing
University of Bridgeport 2002 — 2007
Bachelor of Science, Finance
Jeffrey Weissman Jeffrey Weissman's UBS Experience January 2000 - July 2003
Job Senior Vice President of Operations at Morgan Properties
Industry Real Estate
Experience
Morgan Properties December 2014 - Present
The Lynd Company August 2004 - December 2014
The Lynd Company July 2004 - January 2013
UBS January 2000 - July 2003
Merrill Lynch January 1990 - January 2000
RH Macys 1985 - 1990
Skills
Leadership, Apartments, Property Management, Management, Leases, Disposition, Real Estate, Real Estate Development, Real Estate Economics, Rentals, Investment Properties, Real Estate Transactions, Asset Managment, Affordable Housing, Due Diligence, Brokerage, Residential Homes, Contract Negotiation, Budgets, Cross-functional Team..., LIHTC, Lease Administration, Commercial Real Estate, Asset Management, Tenant, Real Estate Financing, Yardi, Property, Acquisitions, Selling, HUD, Fair Housing, Landlords, Condos, Investors, Location Intelligence, Relocation, Market Analysis, Entitlements, Single Family Homes
Education
State University of New York at Buffalo
B.S., Business
Morgan Properties December 2014 - Present
The Lynd Company August 2004 - December 2014
The Lynd Company July 2004 - January 2013
UBS January 2000 - July 2003
Merrill Lynch January 1990 - January 2000
RH Macys 1985 - 1990
Skills
Leadership, Apartments, Property Management, Management, Leases, Disposition, Real Estate, Real Estate Development, Real Estate Economics, Rentals, Investment Properties, Real Estate Transactions, Asset Managment, Affordable Housing, Due Diligence, Brokerage, Residential Homes, Contract Negotiation, Budgets, Cross-functional Team..., LIHTC, Lease Administration, Commercial Real Estate, Asset Management, Tenant, Real Estate Financing, Yardi, Property, Acquisitions, Selling, HUD, Fair Housing, Landlords, Condos, Investors, Location Intelligence, Relocation, Market Analysis, Entitlements, Single Family Homes
Education
State University of New York at Buffalo
B.S., Business
Brian Lamatina's UBS Experience October 2009 - Present
Job Web Designer
Industry Financial Services
Experience
UBS October 2009 - Present
Woodloch Pines Resort June 1999 - April 2006
Skills
SEO, Web Design, Marketing, Social Media, CMS, Graphic Design, Web Development, Dreamweaver, Digital Marketing, Flash, SEM, PHP, CSS, MySQL, JavaScript
Education
University at Albany, SUNY 1999 — 2007
B.S., Business Administration/Marketing
UBS October 2009 - Present
Woodloch Pines Resort June 1999 - April 2006
Skills
SEO, Web Design, Marketing, Social Media, CMS, Graphic Design, Web Development, Dreamweaver, Digital Marketing, Flash, SEM, PHP, CSS, MySQL, JavaScript
Education
University at Albany, SUNY 1999 — 2007
B.S., Business Administration/Marketing
James Albrechtsen's UBS Experience April 2011 - Present
Job Middle Office Trading Operations at UBS
Industry Financial Services
Experience
UBS April 2011 - Present
Liberty Mutual Insurance February 2009 - July 2010
JPMorgan Chase September 2006 - October 2008
Union Federal Mortgage Corporation April 1999 - September 2006
Skills
Series 63, Banking, Customer Service, Mutual Funds, Wealth Management, Credit, Investments, Securities, Insurance, Business Analysis, Microsoft Office, Series 6, Asset Management, Microsoft Excel, Asset Managment, Customer Relations, Excel, Back Office, Compliance, Word, Series 7, Equities, Finance, Financial Services, Microsoft Word, Retirement Planning, Financial Analysis, Risk Management
Education
University at Buffalo 2003 — 2005
Bachelor of Business Administration (BBA)
UBS April 2011 - Present
Liberty Mutual Insurance February 2009 - July 2010
JPMorgan Chase September 2006 - October 2008
Union Federal Mortgage Corporation April 1999 - September 2006
Skills
Series 63, Banking, Customer Service, Mutual Funds, Wealth Management, Credit, Investments, Securities, Insurance, Business Analysis, Microsoft Office, Series 6, Asset Management, Microsoft Excel, Asset Managment, Customer Relations, Excel, Back Office, Compliance, Word, Series 7, Equities, Finance, Financial Services, Microsoft Word, Retirement Planning, Financial Analysis, Risk Management
Education
University at Buffalo 2003 — 2005
Bachelor of Business Administration (BBA)
Amy Christensen's UBS Experience 2000 - 2002
Job Police Officer at Chicago Police Department
Industry Law Enforcement
Experience
Chicago Police Department September 2002 - Present
Indepedent Freelancer 1998 - Present
Chicago Theatre for Young Audiences 2003 - 2005
UBS 2000 - 2002
Feld Entertainment 1998 - 2000
Education
Women's Thealogical Institute (WTI) 2009 — 2016
Guardian Artesian, Theology, Women's Studies, Law Enforcement, Art
University of Arizona 1993 — 1996
BFA, Musical Theatre
Chicago Police Department September 2002 - Present
Indepedent Freelancer 1998 - Present
Chicago Theatre for Young Audiences 2003 - 2005
UBS 2000 - 2002
Feld Entertainment 1998 - 2000
Education
Women's Thealogical Institute (WTI) 2009 — 2016
Guardian Artesian, Theology, Women's Studies, Law Enforcement, Art
University of Arizona 1993 — 1996
BFA, Musical Theatre
Robert Small, CFA's UBS Experience June 1996 - August 1998
Job Senior Trader at New Amsterdam Partners
Industry Investment Management
Experience
New Amsterdam Partners April 2005 - Present
Deutsche Bank August 1998 - April 2005
UBS June 1996 - August 1998
Skills
Trading Systems, Equities, Hedge Funds, Electronic Trading, Equity Trading, Bloomberg, Series 7, Factset, Alternative Investments, ETFs, Trading
Education
State University of New York at Buffalo 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
New Amsterdam Partners April 2005 - Present
Deutsche Bank August 1998 - April 2005
UBS June 1996 - August 1998
Skills
Trading Systems, Equities, Hedge Funds, Electronic Trading, Equity Trading, Bloomberg, Series 7, Factset, Alternative Investments, ETFs, Trading
Education
State University of New York at Buffalo 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Matt Presser, SPHR's UBS Experience March 2001 - December 2001
Job Sr. Corporate Recruiter
Industry Information Technology and Services
Experience
Dimension Data April 2015 - Present
The Pantry April 2012 - April 2015
Parker & Lynch, (Formerly Ajilon Finance), a division of Accounting Principals March 2007 - March 2012
MLP Capital, LLC November 2003 - March 2007
Assent (Susidiary of SunGard Data Systems) December 2001 - August 2003
UBS March 2001 - December 2001
Lasik Vision USA November 1999 - February 2001
Kassirer Meyer Entertainment May 1995 - November 1999
Skills
Talent Acquisition, Recruiting, Hiring, Sourcing, Management, Onboarding, Human Resources, Applicant Tracking..., Strategy, Employee Benefits, Sales, Interviews, Leadership, Finance, Executive Search, Talent Management, Internet Recruiting, Temporary Placement, Networking, Permanent Placement, Technical Recruiting, Recruitment/Retention, PeopleSoft, College Recruiting, Business Networking, Recruitment Advertising, Screening, Staffing Services, Succession Planning, Direct Recruiting, Investments, Search, Direct Sourcing, Retail, Client Relationship..., Full-cycle Recruiting, Ultipro, Screening Resumes, Temporary Staffing, Resume Writing, Benefits Negotiation, Building Relationships, Poker, Interviewing, Ultimate, Boolean Searching, Boolean Logic, Taleo
Education
State University of New York at Albany 1990 — 1994
BS, Psychology, Business Minor
Scarsdale High School 1986 — 1990
Dimension Data April 2015 - Present
The Pantry April 2012 - April 2015
Parker & Lynch, (Formerly Ajilon Finance), a division of Accounting Principals March 2007 - March 2012
MLP Capital, LLC November 2003 - March 2007
Assent (Susidiary of SunGard Data Systems) December 2001 - August 2003
UBS March 2001 - December 2001
Lasik Vision USA November 1999 - February 2001
Kassirer Meyer Entertainment May 1995 - November 1999
Skills
Talent Acquisition, Recruiting, Hiring, Sourcing, Management, Onboarding, Human Resources, Applicant Tracking..., Strategy, Employee Benefits, Sales, Interviews, Leadership, Finance, Executive Search, Talent Management, Internet Recruiting, Temporary Placement, Networking, Permanent Placement, Technical Recruiting, Recruitment/Retention, PeopleSoft, College Recruiting, Business Networking, Recruitment Advertising, Screening, Staffing Services, Succession Planning, Direct Recruiting, Investments, Search, Direct Sourcing, Retail, Client Relationship..., Full-cycle Recruiting, Ultipro, Screening Resumes, Temporary Staffing, Resume Writing, Benefits Negotiation, Building Relationships, Poker, Interviewing, Ultimate, Boolean Searching, Boolean Logic, Taleo
Education
State University of New York at Albany 1990 — 1994
BS, Psychology, Business Minor
Scarsdale High School 1986 — 1990
Edouard SENECHAL's UBS Experience June 2005 - March 2009
Job Global Macro Analyst at William Blair & Company
Industry Investment Management
Experience
William Blair & Company July 2012 - Present
William Blair and Company June 2011 - June 2012
Singer Partners June 2009 - June 2011
UBS June 2005 - March 2009
MSCI Barra 2000 - June 2005
Education
University of Chicago 2007 — 2009
MBA
Université Paris Dauphine
William Blair & Company July 2012 - Present
William Blair and Company June 2011 - June 2012
Singer Partners June 2009 - June 2011
UBS June 2005 - March 2009
MSCI Barra 2000 - June 2005
Education
University of Chicago 2007 — 2009
MBA
Université Paris Dauphine
Katarzyna Hrycaniuk (Was)'s UBS Experience October 2011 - April 2013
Job Forecast and Reporting Manager
Industry Chemicals
Experience
Ecolab August 2014 - Present
Ecolab March 2014 - August 2014
Ecolab May 2013 - March 2014
UBS October 2011 - April 2013
Alstom Power September 2009 - September 2011
Alstom Power September 2007 - September 2009
Bergerat Monnoyeur June 2006 - August 2006
Skills
Financial Controlling, Change Process, Accounting System, International, IFRS, SAP FICO, Project Finance, Process Improvement, Financial Reporting, Hyperion HFM, Business Analysis, Accounting, Analysis, Consolidation, SAP
Education
Université Paris Dauphine 2005 — 2007
Master's degree
Universität Mannheim 2004 — 2005
Université Jean Moulin (Lyon III) 2002 — 2005
Bachelor of Business Administration (B.B.A.)
Ecolab August 2014 - Present
Ecolab March 2014 - August 2014
Ecolab May 2013 - March 2014
UBS October 2011 - April 2013
Alstom Power September 2009 - September 2011
Alstom Power September 2007 - September 2009
Bergerat Monnoyeur June 2006 - August 2006
Skills
Financial Controlling, Change Process, Accounting System, International, IFRS, SAP FICO, Project Finance, Process Improvement, Financial Reporting, Hyperion HFM, Business Analysis, Accounting, Analysis, Consolidation, SAP
Education
Université Paris Dauphine 2005 — 2007
Master's degree
Universität Mannheim 2004 — 2005
Université Jean Moulin (Lyon III) 2002 — 2005
Bachelor of Business Administration (B.B.A.)
Robert O'Connell's UBS Experience July 2013 - August 2014
Job Regional Head of Technology, Services & Functions Audit at HSBC Bank, USA
Industry Information Technology and Services
Experience
HSBC September 2014 - Present
UBS July 2013 - August 2014
The World Bank April 2004 - June 2013
Booz Allen Hamilton November 2003 - April 2004
PricewaterhouseCoopers November 1999 - November 2003
Israel Aircraft Industries August 1998 - November 1999
Canon USA January 1998 - August 1998
Comedy Central September 1996 - January 1998
Skills
IT Audit, CISA, Enterprise Risk..., Information Security, COBIT, CISSP, ISO 27001, Information Security..., Governance, Risk Management, IT Strategy, Risk Assessment, Information Technology, Business Continuity, IV&V, Information Security..., Security Metrics, Threat & Vulnerability..., Network Security, Information Assurance, Internal Audit, Internal Controls, Auditing, Vulnerability Assessment, Computer Security, Identity Management, Penetration Testing, ITIL, Security Audits, IT Risk Management, IT Management, Disaster Recovery, Vulnerability Management, Enterprise Architecture, Business Continuity..., Program Management, Security, Management, Leadership
Education
University College Cork 1995 — 1996
HDip, Computer Science
University College Cork 1990 — 1994
BEng, Electrical Engineering
HSBC September 2014 - Present
UBS July 2013 - August 2014
The World Bank April 2004 - June 2013
Booz Allen Hamilton November 2003 - April 2004
PricewaterhouseCoopers November 1999 - November 2003
Israel Aircraft Industries August 1998 - November 1999
Canon USA January 1998 - August 1998
Comedy Central September 1996 - January 1998
Skills
IT Audit, CISA, Enterprise Risk..., Information Security, COBIT, CISSP, ISO 27001, Information Security..., Governance, Risk Management, IT Strategy, Risk Assessment, Information Technology, Business Continuity, IV&V, Information Security..., Security Metrics, Threat & Vulnerability..., Network Security, Information Assurance, Internal Audit, Internal Controls, Auditing, Vulnerability Assessment, Computer Security, Identity Management, Penetration Testing, ITIL, Security Audits, IT Risk Management, IT Management, Disaster Recovery, Vulnerability Management, Enterprise Architecture, Business Continuity..., Program Management, Security, Management, Leadership
Education
University College Cork 1995 — 1996
HDip, Computer Science
University College Cork 1990 — 1994
BEng, Electrical Engineering
Ryan Berkowitz, PMP's UBS Experience March 2005 - March 2008
Job Vice President, Manager at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service July 2014 - Present
Moody's Investors Service December 2013 - Present
Moody's Investors Service September 2010 - December 2013
Moody's Investors Service August 2008 - September 2010
UBS March 2005 - March 2008
Deutsche Asset Management June 2001 - February 2005
Shadow Financial June 2000 - June 2001
The Frustum Group July 1997 - June 2000
Skills
Product Management, Business Analysis, Visio, User Acceptance Testing, Access, SDLC, Strategic Planning, Data Analysis, Data Modeling, SQL, VBA, PowerPoint, Organization &..., Microsoft Excel, Requirements Analysis, Project Management, Change Management, Stakeholder Management, Stakeholder Engagement, Issues Managment, Excel, MS Project, Photography, Photoshop, Lightroom, Requirements Gathering, Business Requirements, Software Project...
Education
University at Albany, SUNY 1993 — 1997
BS, Finance & MIS
Moody's Investors Service July 2014 - Present
Moody's Investors Service December 2013 - Present
Moody's Investors Service September 2010 - December 2013
Moody's Investors Service August 2008 - September 2010
UBS March 2005 - March 2008
Deutsche Asset Management June 2001 - February 2005
Shadow Financial June 2000 - June 2001
The Frustum Group July 1997 - June 2000
Skills
Product Management, Business Analysis, Visio, User Acceptance Testing, Access, SDLC, Strategic Planning, Data Analysis, Data Modeling, SQL, VBA, PowerPoint, Organization &..., Microsoft Excel, Requirements Analysis, Project Management, Change Management, Stakeholder Management, Stakeholder Engagement, Issues Managment, Excel, MS Project, Photography, Photoshop, Lightroom, Requirements Gathering, Business Requirements, Software Project...
Education
University at Albany, SUNY 1993 — 1997
BS, Finance & MIS
Martin Pender's UBS Experience December 2001 - May 2006
Job Wealth Management and Real Estate Consultant
Industry Financial Services
Experience
GP2 May 2006 - Present
UBS December 2001 - May 2006
Merrill Lynch August 1998 - November 2001
Skills
Private Banking, Financial Advisory, Asset Allocation, High Net Worth..., Investments, Equities, Hedge Funds, Capital Markets, Derivatives, Corporate Finance, Credit, Investment Advisory, Series 7, Risk Management, Asset Managment, Alternative Investments, Emerging Markets, Investment Strategies, Options, Asset Management, Banking
Education
University of Aberdeen 1982 — 1986
Bachelor of Laws (LLB)
Glenalmond 1976 — 1981
GP2 May 2006 - Present
UBS December 2001 - May 2006
Merrill Lynch August 1998 - November 2001
Skills
Private Banking, Financial Advisory, Asset Allocation, High Net Worth..., Investments, Equities, Hedge Funds, Capital Markets, Derivatives, Corporate Finance, Credit, Investment Advisory, Series 7, Risk Management, Asset Managment, Alternative Investments, Emerging Markets, Investment Strategies, Options, Asset Management, Banking
Education
University of Aberdeen 1982 — 1986
Bachelor of Laws (LLB)
Glenalmond 1976 — 1981
Victor E. Davis's UBS Experience May 2000 - June 2002
Job Certified IT Administrator at NYPD
Industry Information Technology and Services
Experience
NYPD January 2008 - Present
UBS May 2000 - June 2002
Municipal Credit Union June 1984 - October 1999
Skills
Management, Program Management, DHCP, Active Directory, Networking, Analysis, Hardware, Process Improvement, Windows Server
Education
University at Albany, SUNY 1977 — 1982
BA, Sociology
NYPD January 2008 - Present
UBS May 2000 - June 2002
Municipal Credit Union June 1984 - October 1999
Skills
Management, Program Management, DHCP, Active Directory, Networking, Analysis, Hardware, Process Improvement, Windows Server
Education
University at Albany, SUNY 1977 — 1982
BA, Sociology
Mihail Nikolov's UBS Experience May 1999 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS May 1999 - Present
Skills
Hedge Funds, Fixed Income, Derivatives, Prime Brokerage, Equities, Alternative Investments, Capital Markets, Credit Derivatives, Investment Banking, Equity Derivatives, Structured Products, Bloomberg, FX Options, Options, CDS, ISDA, Swaps, Securities, Trading
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance
University of Bridgeport 1997 — 2001
BS, International Business
UBS May 1999 - Present
Skills
Hedge Funds, Fixed Income, Derivatives, Prime Brokerage, Equities, Alternative Investments, Capital Markets, Credit Derivatives, Investment Banking, Equity Derivatives, Structured Products, Bloomberg, FX Options, Options, CDS, ISDA, Swaps, Securities, Trading
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance
University of Bridgeport 1997 — 2001
BS, International Business
Lindsay Comer's UBS Experience December 2014 - Present
Job BrokerDealer/FCM Regulatory Reporting
Industry Financial Services
Experience
UBS December 2014 - Present
Sterne Agee July 2006 - December 2014
New Horizons Computer Learning Center January 2006 - July 2006
Skills
FINRA, Microsoft Office, Finance, Due Diligence, Financial Analysis, Accounting, Customer Service, Market Research, New Business Development, Risk Management, Financial Reporting, Microsoft Excel, Financial Modeling
Education
University of Alabama at Birmingham 2002 — 2006
BS, Double Major in Marketing and Finance
UBS December 2014 - Present
Sterne Agee July 2006 - December 2014
New Horizons Computer Learning Center January 2006 - July 2006
Skills
FINRA, Microsoft Office, Finance, Due Diligence, Financial Analysis, Accounting, Customer Service, Market Research, New Business Development, Risk Management, Financial Reporting, Microsoft Excel, Financial Modeling
Education
University of Alabama at Birmingham 2002 — 2006
BS, Double Major in Marketing and Finance
Brian Nagel's UBS Experience 2006 - 2007
Job Financial Advisor at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial April 2007 - Present
UBS 2006 - 2007
Piper Jaffray 2001 - 2006
H&R Block Financial Advisors 1995 - 2001
Skills
Wealth Management, Retirement Planning, 401k Rollovers, Investments, Mutual Funds, Estate Planning, Saving for Education
Education
University of Arizona 1988 — 1992
Bachelor of Arts (BA), Cum Laude
University of Phoenix 2002 — 2004
MBA, Global Managment
saguro
SagePoint Financial April 2007 - Present
UBS 2006 - 2007
Piper Jaffray 2001 - 2006
H&R Block Financial Advisors 1995 - 2001
Skills
Wealth Management, Retirement Planning, 401k Rollovers, Investments, Mutual Funds, Estate Planning, Saving for Education
Education
University of Arizona 1988 — 1992
Bachelor of Arts (BA), Cum Laude
University of Phoenix 2002 — 2004
MBA, Global Managment
saguro
Anne-Marie Arnason's UBS Experience Global Commodity ManagerUBS Investment Bank1999 - Present
Job PM at UBS
Industry Investment Banking
Experience
UBS Global Commodity ManagerUBS Investment Bank1999 - Present
Skills
Project Management, Vendor Management, Business Analysis, Program Management, Change Management, Risk Management, ITIL, IT Strategy, Project Delivery, Outsourcing, Process Improvement, PMO, Stakeholder Management, Contract Negotiation, Business Process..., Project Portfolio..., Offshoring, Service Delivery, IT Management, IT Service Management, Disaster Recovery, Management, Procurement
Education
University at Albany, SUNY 1993 — 1997
BS in Physics and BS in Mathematics
UBS Global Commodity ManagerUBS Investment Bank1999 - Present
Skills
Project Management, Vendor Management, Business Analysis, Program Management, Change Management, Risk Management, ITIL, IT Strategy, Project Delivery, Outsourcing, Process Improvement, PMO, Stakeholder Management, Contract Negotiation, Business Process..., Project Portfolio..., Offshoring, Service Delivery, IT Management, IT Service Management, Disaster Recovery, Management, Procurement
Education
University at Albany, SUNY 1993 — 1997
BS in Physics and BS in Mathematics
Patrick Fisher's UBS Experience August 2001 - August 2004
Job CEO at benefitbay
Industry Insurance
Experience
benefitbay August 2014 - Present
benefitbay January 2014 - August 2014
benefitbay August 2013 - January 2014
Sojern, Inc. July 2010 - August 2013
Sojern, Inc. September 2008 - July 2010
Sojern, Inc. September 2007 - September 2008
Fisher Coffee Co July 2004 - December 2007
UBS August 2001 - August 2004
Skills
New Business Development, Contract Negotiation, Start-ups, Product Management, Business Development, Strategy, Relationship Mgmt, Managing Complex Sales, Management, Leadership, Marketing, Sales Management, Account Management, Mergers & Acquisitions, Vendor Management, Negotiation, Advertising, Product Development, Entrepreneurship, Strategic Planning, Go-to-market Strategy, Competitive Analysis, Analytics, Online Marketing, Product Marketing
Education
University of Arizona 1995 — 1999
Business Management, Business
University of Pittsburgh 1998 — 1998
Semester at Sea - Spring 1998
Elkhorn High School 1991 — 1995
benefitbay August 2014 - Present
benefitbay January 2014 - August 2014
benefitbay August 2013 - January 2014
Sojern, Inc. July 2010 - August 2013
Sojern, Inc. September 2008 - July 2010
Sojern, Inc. September 2007 - September 2008
Fisher Coffee Co July 2004 - December 2007
UBS August 2001 - August 2004
Skills
New Business Development, Contract Negotiation, Start-ups, Product Management, Business Development, Strategy, Relationship Mgmt, Managing Complex Sales, Management, Leadership, Marketing, Sales Management, Account Management, Mergers & Acquisitions, Vendor Management, Negotiation, Advertising, Product Development, Entrepreneurship, Strategic Planning, Go-to-market Strategy, Competitive Analysis, Analytics, Online Marketing, Product Marketing
Education
University of Arizona 1995 — 1999
Business Management, Business
University of Pittsburgh 1998 — 1998
Semester at Sea - Spring 1998
Elkhorn High School 1991 — 1995
Margaret Conroy's UBS Experience August 2002 - Present
Job Director Finance at UBS
Industry Financial Services
Experience
UBS August 2002 - Present
Education
University College Dublin
UBS August 2002 - Present
Education
University College Dublin
Robert Bergman's UBS Experience 1990 - 2000
Job Senior Vice President at Sterling Equities
Industry Real Estate
Experience
Sterling Equities 2000 - Present
UBS 1990 - 2000
Oympia & York 1988 - 2000
Arthur Andersen 1985 - 1988
Skills
Asset Management, Real Estate Investment, Real Estate Transactions, Green Building, Property Management, Real Estate, Asset Managment, Investment Properties, Portfolio Management, Investments, Real Estate Economics, Disposition, Commercial Real Estate, Leases, Corporate Real Estate, Valuation, Due Diligence, Dispositions, Management
Education
University at Albany, SUNY 1983 — 1985
BS, Accounting
Sterling Equities 2000 - Present
UBS 1990 - 2000
Oympia & York 1988 - 2000
Arthur Andersen 1985 - 1988
Skills
Asset Management, Real Estate Investment, Real Estate Transactions, Green Building, Property Management, Real Estate, Asset Managment, Investment Properties, Portfolio Management, Investments, Real Estate Economics, Disposition, Commercial Real Estate, Leases, Corporate Real Estate, Valuation, Due Diligence, Dispositions, Management
Education
University at Albany, SUNY 1983 — 1985
BS, Accounting
Dean Vonk's UBS Experience June 2000 - April 2003
Job Chief Technical Officer and Principal at Open Cognition, Inc.
Industry Information Technology and Services
Experience
Open Cognition, Inc. January 2009 - Present
MMC Group, Inc. January 2007 - July 2009
302 Interactive, Inc. January 2005 - January 2007
JPMorgan Chase April 2003 - June 2005
UBS June 2000 - April 2003
Skills
Business Analysis, MySQL, Program Management, Java Enterprise Edition, AJAX, Agile Methodologies, Ruby, Ruby on Rails, ASP, DB2, Software Project..., JavaScript, J2EE Application..., Ext JS, Databases, Integration, Apache
Education
University at Albany, SUNY 1996 — 2000
B.S, Business Administration, Concentration in Management Information Science and Marketing
Open Cognition, Inc. January 2009 - Present
MMC Group, Inc. January 2007 - July 2009
302 Interactive, Inc. January 2005 - January 2007
JPMorgan Chase April 2003 - June 2005
UBS June 2000 - April 2003
Skills
Business Analysis, MySQL, Program Management, Java Enterprise Edition, AJAX, Agile Methodologies, Ruby, Ruby on Rails, ASP, DB2, Software Project..., JavaScript, J2EE Application..., Ext JS, Databases, Integration, Apache
Education
University at Albany, SUNY 1996 — 2000
B.S, Business Administration, Concentration in Management Information Science and Marketing
James H. Davis III's UBS Experience July 2013 - December 2013
Job Director and Associate General Counsel at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Metropolitan Black Bar Association July 2011 - June 2014
UBS July 2013 - December 2013
MetLife Bank, N.A. January 2012 - May 2013
MetLife Bank, N.A. November 2007 - January 2012
Charles Schwab Bank, N.A. November 2003 - November 2007
Providian Financial June 2001 - November 2003
Wells Fargo Bank, N.A. June 1999 - June 2001
United States Securities and Exchange Commission August 1994 - June 1999
Skills
Risk Management, Corporate Law, Insurance, Commercial Litigation, Corporate Governance, Litigation, Privacy Law, Employment Law, Litigation Management, Legal Research, Legal Writing, Mortgage Lending, Due Diligence, Underwriting, Financial Risk, Licensing, Banking, Mergers & Acquisitions
Education
University of Arizona, James E. Rogers College of Law 1991 — 1994
University of California, Santa Barbara 1985 — 1989
B.A., Law and Society
Independence High School
TIAA-CREF January 2014 - Present
Metropolitan Black Bar Association July 2011 - June 2014
UBS July 2013 - December 2013
MetLife Bank, N.A. January 2012 - May 2013
MetLife Bank, N.A. November 2007 - January 2012
Charles Schwab Bank, N.A. November 2003 - November 2007
Providian Financial June 2001 - November 2003
Wells Fargo Bank, N.A. June 1999 - June 2001
United States Securities and Exchange Commission August 1994 - June 1999
Skills
Risk Management, Corporate Law, Insurance, Commercial Litigation, Corporate Governance, Litigation, Privacy Law, Employment Law, Litigation Management, Legal Research, Legal Writing, Mortgage Lending, Due Diligence, Underwriting, Financial Risk, Licensing, Banking, Mergers & Acquisitions
Education
University of Arizona, James E. Rogers College of Law 1991 — 1994
University of California, Santa Barbara 1985 — 1989
B.A., Law and Society
Independence High School
Jason Daniels's UBS Experience 2003 - Present
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank March 2004 - Present
UBS 2003 - Present
ING Investment Management 1998 - 2003
ING Furman Selz Asset Management 1998 - 2003
Education
University at Buffalo 1991 — 1995
UBS Investment Bank March 2004 - Present
UBS 2003 - Present
ING Investment Management 1998 - 2003
ING Furman Selz Asset Management 1998 - 2003
Education
University at Buffalo 1991 — 1995
Neil Gottlieb's UBS Experience 1996 - 1998
Job Finance & Accounting Professional in Financial Services
Industry Financial Services
Experience
NKGOTTLIEB@AOL.com June 2013 - Present
BNY Mellon May 2010 - May 2013
BNY Mellon December 2009 - May 2010
North American Capital Corporation May 2008 - December 2009
BNY Mellon March 2007 - April 2008
Deutsche Bank 2004 - 2007
Major US Bank and US Cosmetic Company 2004 - 2004
CIBC 1998 - 2004
UBS 1996 - 1998
Sumitomo Trust & Banking Co Ltd 1989 - 1996
Skills
Finance, Restructuring, Sarbanes-Oxley Act, Mergers, Financial Services, Internal Audit, Mergers & Acquisitions, Financial Risk, Internal Controls, Derivatives, Investment Banking, Collateral Management, Financial Analysis, Budgeting, Auditing, Due Diligence, Cash Management, Accounting, Strategic Financial..., Financial Planning, Financial Reporting, Management, Analysis, Banking, Leadership
Education
State University of New York at Buffalo
Bachelor of Science (B.S.), Accounting
NKGOTTLIEB@AOL.com June 2013 - Present
BNY Mellon May 2010 - May 2013
BNY Mellon December 2009 - May 2010
North American Capital Corporation May 2008 - December 2009
BNY Mellon March 2007 - April 2008
Deutsche Bank 2004 - 2007
Major US Bank and US Cosmetic Company 2004 - 2004
CIBC 1998 - 2004
UBS 1996 - 1998
Sumitomo Trust & Banking Co Ltd 1989 - 1996
Skills
Finance, Restructuring, Sarbanes-Oxley Act, Mergers, Financial Services, Internal Audit, Mergers & Acquisitions, Financial Risk, Internal Controls, Derivatives, Investment Banking, Collateral Management, Financial Analysis, Budgeting, Auditing, Due Diligence, Cash Management, Accounting, Strategic Financial..., Financial Planning, Financial Reporting, Management, Analysis, Banking, Leadership
Education
State University of New York at Buffalo
Bachelor of Science (B.S.), Accounting
Angela Palmer Macrina's UBS Experience November 2008 - Present
Job Senior Client Service Associate
Industry Investment Banking
Experience
UBS November 2008 - Present
Merrill Lynch August 2005 - November 2008
Education
University of Alabama at Birmingham
UBS November 2008 - Present
Merrill Lynch August 2005 - November 2008
Education
University of Alabama at Birmingham
Gina Bondi's UBS Experience March 2006 - June 2012
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2015 - Present
UBS Investment Bank June 2012 - March 2015
UBS March 2006 - June 2012
General Re Financial Products Corporation December 1997 - March 2006
Merrill Lynch 1995 - 1997
Skills
Derivatives, Equities, Fixed Income, Investment Banking, Credit Derivatives, Structured Products, Capital Markets, Equity Derivatives, Prime Brokerage, Swaps, Interest Rate..., Operational Risk, Operational Risk..., Risk Management
Education
State University of New York at Albany 1988 — 1992
UBS Investment Bank March 2015 - Present
UBS Investment Bank June 2012 - March 2015
UBS March 2006 - June 2012
General Re Financial Products Corporation December 1997 - March 2006
Merrill Lynch 1995 - 1997
Skills
Derivatives, Equities, Fixed Income, Investment Banking, Credit Derivatives, Structured Products, Capital Markets, Equity Derivatives, Prime Brokerage, Swaps, Interest Rate..., Operational Risk, Operational Risk..., Risk Management
Education
State University of New York at Albany 1988 — 1992
Gregory Keys's UBS Experience September 2001 - August 2005
Job Big Data Enterprise Architect at Guardian Life
Industry Computer Software
Experience
Guardian Life March 2015 - Present
IBM December 2013 - March 2015
INTTRA September 2010 - October 2013
Ricoh Americas Corporation August 2005 - October 2010
UBS September 2001 - August 2005
International Schools: Turkey, Portugal, Paraguay September 1993 - June 2000
Various Scientific Investigations September 1983 - June 1993
Education
State University of New York at Albany 1991 — 1993
Ph D., Theoretical Biology
University at Albany, SUNY 1987 — 1991
M.S., Evolutionary Biology
University of California, Santa Barbara 1981 — 1985
B.S., Ecology and Evolution
Guardian Life March 2015 - Present
IBM December 2013 - March 2015
INTTRA September 2010 - October 2013
Ricoh Americas Corporation August 2005 - October 2010
UBS September 2001 - August 2005
International Schools: Turkey, Portugal, Paraguay September 1993 - June 2000
Various Scientific Investigations September 1983 - June 1993
Education
State University of New York at Albany 1991 — 1993
Ph D., Theoretical Biology
University at Albany, SUNY 1987 — 1991
M.S., Evolutionary Biology
University of California, Santa Barbara 1981 — 1985
B.S., Ecology and Evolution
James Engel's UBS Experience 2004 - 2008
Job Principal at Kensington Capital Advisors, LLC
Industry Financial Services
Experience
Kensington Capital Advisors, LLC July 2008 - Present
UBS Investment Bank March 2004 - June 2008
UBS 2004 - 2008
Bank of America 2000 - 2005
Skills
Capital Markets
Education
University at Albany, SUNY 1997 — 2000
Bachelor's, Economics and Finance
Kensington Capital Advisors, LLC July 2008 - Present
UBS Investment Bank March 2004 - June 2008
UBS 2004 - 2008
Bank of America 2000 - 2005
Skills
Capital Markets
Education
University at Albany, SUNY 1997 — 2000
Bachelor's, Economics and Finance
Obi Nwokorie's UBS Experience May 2004 - May 2006
Job Asset Finance Capital Markets
Industry Banking
Experience
Seer Capital Management October 2012 - Present
African Real Estate Investment Advisors (ARIA) February 2011 - September 2012
Credit Suisse May 2006 - January 2011
UBS May 2004 - May 2006
CSFB September 2000 - April 2004
PwC January 1996 - August 2000
Skills
Financial Structuring, Banking, Portfolio Management, Mortgage Lending, Trading, Structured Finance, CMBS, Equities, Capital Markets, Residential Mortgages, ABS, Loans, Fixed Income, Structured Products
Education
University of Baltimore 1992 — 1994
MBA, Finance
Seer Capital Management October 2012 - Present
African Real Estate Investment Advisors (ARIA) February 2011 - September 2012
Credit Suisse May 2006 - January 2011
UBS May 2004 - May 2006
CSFB September 2000 - April 2004
PwC January 1996 - August 2000
Skills
Financial Structuring, Banking, Portfolio Management, Mortgage Lending, Trading, Structured Finance, CMBS, Equities, Capital Markets, Residential Mortgages, ABS, Loans, Fixed Income, Structured Products
Education
University of Baltimore 1992 — 1994
MBA, Finance
Claudine Dix's UBS Experience February 2008 - Present
Job Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS February 2008 - Present
UBS Investment Bank March 2006 - February 2008
Centurion Investment Group March 2005 - March 2006
Education
University at Albany, SUNY
UBS February 2008 - Present
UBS Investment Bank March 2006 - February 2008
Centurion Investment Group March 2005 - March 2006
Education
University at Albany, SUNY
Chuck Whitney's UBS Experience April 2013 - Present
Job Senior Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
UBS April 2013 - Present
Morgan Stanley Wealth Management August 2007 - March 2013
A.G. Edwards & Sons, Inc. January 2000 - August 2007
The Bears Club May 1998 - December 2000
Merrill Lynch May 1997 - May 1998
Education
University of Alabama 1992 — 1997
BS, Corporate Finance - Concentration in Investment Management Minored in Economics and Computer Science
UBS April 2013 - Present
Morgan Stanley Wealth Management August 2007 - March 2013
A.G. Edwards & Sons, Inc. January 2000 - August 2007
The Bears Club May 1998 - December 2000
Merrill Lynch May 1997 - May 1998
Education
University of Alabama 1992 — 1997
BS, Corporate Finance - Concentration in Investment Management Minored in Economics and Computer Science
Kevin W. Dillon's UBS Experience 2000 - 2000
Job
Industry Financial Services
Experience
BNY Mellon December 2013 - May 2015
JPMorgan March 2008 - March 2011
SAC Capital April 2006 - March 2008
UBS 2000 - 2000
Sempra Energy 1998 - 1999
Skills
Equities, Bloomberg, Fixed Income, Middle Office, Hedge Funds, Trading, Finance, Derivatives, Portfolio Management, Investments, Financial Modeling, Customer Service, Management, Valuation, Options, Financial Analysis
Education
University of Arkansas 1992 — 1997
BSBA, Finance
Stamford High School
High School
BNY Mellon December 2013 - May 2015
JPMorgan March 2008 - March 2011
SAC Capital April 2006 - March 2008
UBS 2000 - 2000
Sempra Energy 1998 - 1999
Skills
Equities, Bloomberg, Fixed Income, Middle Office, Hedge Funds, Trading, Finance, Derivatives, Portfolio Management, Investments, Financial Modeling, Customer Service, Management, Valuation, Options, Financial Analysis
Education
University of Arkansas 1992 — 1997
BSBA, Finance
Stamford High School
High School
Jerry Shi's UBS Experience 2000 - 2004
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2013 - Present
Morgan Stanley November 2009 - March 2013
Barclays Capital September 2008 - October 2009
Lehman Brothers June 2004 - September 2008
UBS 2000 - 2004
Skills
Derivatives, Capital Markets, Valuation, Credit Derivatives
Education
University of Alberta 1989 — 1991
Ph.D, Mathematics
JPMorgan Chase April 2013 - Present
Morgan Stanley November 2009 - March 2013
Barclays Capital September 2008 - October 2009
Lehman Brothers June 2004 - September 2008
UBS 2000 - 2004
Skills
Derivatives, Capital Markets, Valuation, Credit Derivatives
Education
University of Alberta 1989 — 1991
Ph.D, Mathematics
Lauren Kalkstein's UBS Experience 2006 - 2006
Job Associate at Huron Consulting Group
Industry Management Consulting
Experience
Huron Consulting Group 2007 - 2009
Weil Gotshal and Manges 2006 - 2007
UBS 2006 - 2006
Education
University at Albany, SUNY 2002 — 2006
BS, Business Administration
Huron Consulting Group 2007 - 2009
Weil Gotshal and Manges 2006 - 2007
UBS 2006 - 2006
Education
University at Albany, SUNY 2002 — 2006
BS, Business Administration
Jan Stobbe's UBS Experience 2006 - June 2011
Job Principal at Integra Solutions
Industry Financial Services
Experience
Integra Solutions June 2011 - Present
UBS 2006 - June 2011
Starwood Hotels & Resorts Worldwide, Inc. March 2005 - November 2006
JP Morgan 1990 - 1997
Chemical Bank 1983 - 1984
The Reserve Funds 1983 - 1984
Skills
SOA, Vendor Management, IT Strategy, Enterprise Software, Integration, Solution Architecture, Enterprise Architecture, SDLC, SaaS, Architectures, Product Management, Security
Education
University at Albany
BS, Mathematics
University at Albany
Masters Program, Computer Science
Integra Solutions June 2011 - Present
UBS 2006 - June 2011
Starwood Hotels & Resorts Worldwide, Inc. March 2005 - November 2006
JP Morgan 1990 - 1997
Chemical Bank 1983 - 1984
The Reserve Funds 1983 - 1984
Skills
SOA, Vendor Management, IT Strategy, Enterprise Software, Integration, Solution Architecture, Enterprise Architecture, SDLC, SaaS, Architectures, Product Management, Security
Education
University at Albany
BS, Mathematics
University at Albany
Masters Program, Computer Science
David Del Sol's UBS Experience June 2009 - August 2009
Job Corporate Development at Solera
Industry Investment Banking
Experience
Solera September 2013 - Present
Alvarez & Marsal September 2012 - September 2013
Barclays Capital June 2010 - July 2012
UBS June 2009 - August 2009
Skills
Investment Banking, Valuation, Capital Markets, Bloomberg, Financial Modeling, Wealth Management
Education
University of Arkansas 2006 — 2010
B.S.B.A, Financial Management/Investment
Solera September 2013 - Present
Alvarez & Marsal September 2012 - September 2013
Barclays Capital June 2010 - July 2012
UBS June 2009 - August 2009
Skills
Investment Banking, Valuation, Capital Markets, Bloomberg, Financial Modeling, Wealth Management
Education
University of Arkansas 2006 — 2010
B.S.B.A, Financial Management/Investment
Gregg Kallmyer's UBS Experience AlumniMount St. Mary's University1968 - 1972
Job VP Wealth Management at UBS
Industry Financial Services
Experience
UBS AlumniMount St. Mary's University1968 - 1972
Education
University of Baltimore School of Law 1974 — 1997
JD
UBS AlumniMount St. Mary's University1968 - 1972
Education
University of Baltimore School of Law 1974 — 1997
JD
Myles Blechner's UBS Experience October 2002 - May 2006
Job Chief Compliance Officer at Lebenthal & Co.
Industry Financial Services
Experience
Lebenthal Asset Management April 2015 - Present
Lebenthal Lisanti Capital Growth April 2015 - Present
Lebenthal Wealth Advisors April 2015 - Present
Lebenthal & Co. LLC April 2014 - Present
First Empire Securities, Inc April 2011 - April 2014
Laidlaw and Co (UK) Ltd November 2009 - May 2011
Schonfeld Securities May 2006 - July 2009
UBS October 2002 - May 2006
Skills
FINRA, AML, Securities, KYC, Series 24, Hedge Funds, Equities, Series 7, Series 63, Investments, Mutual Funds, Alternative Investments, Risk Management, Options, Investment Advisory, OFAC, Capital Markets, Securities Regulation, Fixed Income, Financial Services, Anti Money Laundering, USA PATRIOT Act, Broker-Dealer, Trading, Equity Trading, Asset Management
Education
University at Albany, SUNY 1988 — 1990
N/A, Communications / Business
Lebenthal Asset Management April 2015 - Present
Lebenthal Lisanti Capital Growth April 2015 - Present
Lebenthal Wealth Advisors April 2015 - Present
Lebenthal & Co. LLC April 2014 - Present
First Empire Securities, Inc April 2011 - April 2014
Laidlaw and Co (UK) Ltd November 2009 - May 2011
Schonfeld Securities May 2006 - July 2009
UBS October 2002 - May 2006
Skills
FINRA, AML, Securities, KYC, Series 24, Hedge Funds, Equities, Series 7, Series 63, Investments, Mutual Funds, Alternative Investments, Risk Management, Options, Investment Advisory, OFAC, Capital Markets, Securities Regulation, Fixed Income, Financial Services, Anti Money Laundering, USA PATRIOT Act, Broker-Dealer, Trading, Equity Trading, Asset Management
Education
University at Albany, SUNY 1988 — 1990
N/A, Communications / Business
Denise Procaccini's UBS Experience 2002 - Present
Job Executive Director Audit at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2013 - Present
UBS 2002 - Present
UBS, New Jersey January 2007 - April 2013
deloitte & touche 2000 - 2002
DTCC 1995 - 2000
Skills
Operational Risk, Operational Risk..., Risk Management, Financial Risk, Budgets, Project Management, Strategic Planning
Education
State University of New York at Buffalo
Bachelor of Science (B.S.), Business Administration and Management, General
State University of New York at Buffalo
Bachelor of Arts (BA), Economics
UBS Wealth Management March 2013 - Present
UBS 2002 - Present
UBS, New Jersey January 2007 - April 2013
deloitte & touche 2000 - 2002
DTCC 1995 - 2000
Skills
Operational Risk, Operational Risk..., Risk Management, Financial Risk, Budgets, Project Management, Strategic Planning
Education
State University of New York at Buffalo
Bachelor of Science (B.S.), Business Administration and Management, General
State University of New York at Buffalo
Bachelor of Arts (BA), Economics
Ariya Pejouhesh's UBS Experience February 2005 - May 2007
Job Senior Financial Advisor | Vice President | Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Morgan Stanley July 2007 - April 2011
UBS February 2005 - May 2007
Skills
Investments, Estate Planning, Retirement Planning, Financial Planning, Banking, Lines Of Credit
Education
University of San Francisco 2004 — 2007
Bachelor's degree, Finance
University of Arizona 2003 — 2004
Bachelor's degree, Business Administration and Management, General
Merrill Lynch April 2011 - Present
Morgan Stanley July 2007 - April 2011
UBS February 2005 - May 2007
Skills
Investments, Estate Planning, Retirement Planning, Financial Planning, Banking, Lines Of Credit
Education
University of San Francisco 2004 — 2007
Bachelor's degree, Finance
University of Arizona 2003 — 2004
Bachelor's degree, Business Administration and Management, General
Gary Boccio's UBS Experience April 2010 - July 2012
Job Bank Investment Risk and Supervision Officer Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management July 2012 - Present
UBS April 2010 - July 2012
Citi Personal Wealth Management December 2009 - April 2010
Citigroup- NRI Division July 2007 - April 2009
Citicorp Investment Services June 2002 - July 2007
Citicorp Investment Services March 1991 - June 2002
Global America Inc. August 1989 - March 1991
EF Hutton August 1980 - January 1988
Skills
Series 7, Compliance, Risk, Internal Audit, Series 63, FINRA, Mutual Funds, Risk Management, Securities, Series 24, Series 65, Investment Operations, Regulatory Risk, KYC, Wealth Management, Due Diligence, Financial Risk, Strategic Financial..., Asset Managment, Equities, Financial Services, AML, Banking, Regulations, Capital Markets, Auditing, Hedge Funds, Financial Analysis, Relationship Management, Corporate Governance, Operational Risk..., Operational Risk, Executive Management, Financial Markets, Investments, Internal Controls, Asset Management, Trading, Fixed Income, Derivatives, Alternative Investments, Investment Banking, Finance, Credit, Portfolio Management, Financial Advisory, Anti Money Laundering
Education
University at Albany, SUNY 1975 — 1979
BS, Business Administration
Citi Personal Wealth Management July 2012 - Present
UBS April 2010 - July 2012
Citi Personal Wealth Management December 2009 - April 2010
Citigroup- NRI Division July 2007 - April 2009
Citicorp Investment Services June 2002 - July 2007
Citicorp Investment Services March 1991 - June 2002
Global America Inc. August 1989 - March 1991
EF Hutton August 1980 - January 1988
Skills
Series 7, Compliance, Risk, Internal Audit, Series 63, FINRA, Mutual Funds, Risk Management, Securities, Series 24, Series 65, Investment Operations, Regulatory Risk, KYC, Wealth Management, Due Diligence, Financial Risk, Strategic Financial..., Asset Managment, Equities, Financial Services, AML, Banking, Regulations, Capital Markets, Auditing, Hedge Funds, Financial Analysis, Relationship Management, Corporate Governance, Operational Risk..., Operational Risk, Executive Management, Financial Markets, Investments, Internal Controls, Asset Management, Trading, Fixed Income, Derivatives, Alternative Investments, Investment Banking, Finance, Credit, Portfolio Management, Financial Advisory, Anti Money Laundering
Education
University at Albany, SUNY 1975 — 1979
BS, Business Administration
Achal Yadav's UBS Experience 2000 - 2005
Job Accounting Professional
Industry Financial Services
Experience
Mizuho Capital Markets Corp. April 2015 - Present
Citco Fund Services February 2010 - February 2015
glopeop May 2004 - December 2008
ubs 2000 - 2005
Skills
Accounting
Education
University of Bridgeport 1999 — 2001
BA, Accounting/Finance
Mizuho Capital Markets Corp. April 2015 - Present
Citco Fund Services February 2010 - February 2015
glopeop May 2004 - December 2008
ubs 2000 - 2005
Skills
Accounting
Education
University of Bridgeport 1999 — 2001
BA, Accounting/Finance
Sunny Sokol's UBS Experience 1999 - 2000
Job New job
Industry Education Management
Experience
Springdale Public Schools August 2014 - Present
Rogers Public Schools August 2007 - August 2014
Japan Exchange and Teaching Program(me) (JET) August 2004 - July 2006
Miami-Dade County Public Schools 2001 - 2004
UBS 1999 - 2000
Donaldson, Lufkin & Jenrette January 1997 - June 1998
Skills
Curriculum Development, Curriculum Design, Adult Education, Public Speaking, Teaching, Higher Education, Instructional Design, Staff Development, Coaching, Training, Strategic Planning, ESL, Classroom, Volunteer Management, Editing, Teacher Training, Classroom Management, Tutoring, Educational Leadership
Education
University of Miami 2002 — 2003
Specialist, Ed.S., Education
University of Miami 2000 — 2002
Master of Science (M.S.), Education
University of Arkansas at Fayetteville 1987 — 1994
Bachelor of Arts (B.A.), Journalism
Springdale Public Schools August 2014 - Present
Rogers Public Schools August 2007 - August 2014
Japan Exchange and Teaching Program(me) (JET) August 2004 - July 2006
Miami-Dade County Public Schools 2001 - 2004
UBS 1999 - 2000
Donaldson, Lufkin & Jenrette January 1997 - June 1998
Skills
Curriculum Development, Curriculum Design, Adult Education, Public Speaking, Teaching, Higher Education, Instructional Design, Staff Development, Coaching, Training, Strategic Planning, ESL, Classroom, Volunteer Management, Editing, Teacher Training, Classroom Management, Tutoring, Educational Leadership
Education
University of Miami 2002 — 2003
Specialist, Ed.S., Education
University of Miami 2000 — 2002
Master of Science (M.S.), Education
University of Arkansas at Fayetteville 1987 — 1994
Bachelor of Arts (B.A.), Journalism
Doris Chu's UBS Experience 2004 - May 2009
Job Director Finance and Operations Control at Guggenheim Securities
Industry Accounting
Experience
Guggenheim Securities March 2013 - Present
Guggnheim Securities April 2010 - March 2013
UBS 2004 - May 2009
Bear Stearns September 2001 - August 2004
Bear Stearns May 1997 - August 2001
Lehman Brothers May 1993 - April 1997
Lehman Brothers May 1991 - April 1993
KPMG Peat Marwick & Co September 1987 - April 1991
Skills
Accounting, Sarbanes-Oxley Act, Auditing, Finance, Mergers & Acquisitions, Internal Controls, Forecasting, Financial Reporting, Financial Analysis, Capital Markets
Education
University at Albany, SUNY 1983 — 1987
BS, Accounting
Guggenheim Securities March 2013 - Present
Guggnheim Securities April 2010 - March 2013
UBS 2004 - May 2009
Bear Stearns September 2001 - August 2004
Bear Stearns May 1997 - August 2001
Lehman Brothers May 1993 - April 1997
Lehman Brothers May 1991 - April 1993
KPMG Peat Marwick & Co September 1987 - April 1991
Skills
Accounting, Sarbanes-Oxley Act, Auditing, Finance, Mergers & Acquisitions, Internal Controls, Forecasting, Financial Reporting, Financial Analysis, Capital Markets
Education
University at Albany, SUNY 1983 — 1987
BS, Accounting
Chris Meikle's UBS Experience December 2007 - April 2009
Job Vice PresidentSenior Financial Advisor at International Assets Advisory
Industry Financial Services
Experience
International Assets Advisory May 2009 - Present
UBS December 2007 - April 2009
Innovative Financial Services 1998 - 2007
Skills
Management Consulting, Investment Advisory, Mutual Funds, Investments, Strategic Financial..., Equities, Financial Advisory, Retirement Planning, Succession Planning, Risk Management, Series 7, Cash Management, Wealth Management, Strategy, 401k, Financial Services, Retirement, Securities, Asset Allocation, Finance, Fixed Annuities, Portfolio Management, Investment Strategies, Alternative Investments, Asset Management, Fixed Income, Financial Planning
Education
University of Alabama 1984 — 1988
Finance
Lake Brantley High School 1979 — 1983
International Assets Advisory May 2009 - Present
UBS December 2007 - April 2009
Innovative Financial Services 1998 - 2007
Skills
Management Consulting, Investment Advisory, Mutual Funds, Investments, Strategic Financial..., Equities, Financial Advisory, Retirement Planning, Succession Planning, Risk Management, Series 7, Cash Management, Wealth Management, Strategy, 401k, Financial Services, Retirement, Securities, Asset Allocation, Finance, Fixed Annuities, Portfolio Management, Investment Strategies, Alternative Investments, Asset Management, Fixed Income, Financial Planning
Education
University of Alabama 1984 — 1988
Finance
Lake Brantley High School 1979 — 1983
Jeffrey Johnson, CIMA®'s UBS Experience December 2008 - Present
Job Investment Associate at UBS
Industry Financial Services
Experience
UBS December 2008 - Present
Morgan Stanley January 2004 - December 2008
Christie's September 1999 - September 2003
Education
University of Nebraska-Lincoln 1991 — 1996
BSBA, Economics
University of Amsterdam 1995 — 1995
Int'l Economics
UBS December 2008 - Present
Morgan Stanley January 2004 - December 2008
Christie's September 1999 - September 2003
Education
University of Nebraska-Lincoln 1991 — 1996
BSBA, Economics
University of Amsterdam 1995 — 1995
Int'l Economics
Vincent Marzano's UBS Experience May 2006 - August 2006
Job
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Daiwa Capital Markets June 2010 - September 2012
RBS October 2009 - June 2010
FINRA July 2007 - August 2009
UBS May 2006 - August 2006
Skills
Series 27, Securities, Risk Management, Prime Brokerage, Fixed Income, Financial Services, Financial Markets, FINRA, Capital Markets
Education
University at Albany, SUNY 2003 — 2007
Fidelity Investments September 2012 - Present
Daiwa Capital Markets June 2010 - September 2012
RBS October 2009 - June 2010
FINRA July 2007 - August 2009
UBS May 2006 - August 2006
Skills
Series 27, Securities, Risk Management, Prime Brokerage, Fixed Income, Financial Services, Financial Markets, FINRA, Capital Markets
Education
University at Albany, SUNY 2003 — 2007
Jason Connor, MBA's UBS Experience April 2012 - Present
Job Associate at UBS
Industry Financial Services
Experience
UBS April 2012 - Present
Johns Hopkins University May 2011 - April 2012
Morgan Stanley February 2010 - May 2011
Capital Financial Partners July 2008 - March 2010
Merrill Lynch May 2007 - August 2007
Education
University of Baltimore 2010 — 2012
MBA, Finance
University of Maryland College Park 2004 — 2008
Bachelors, Economics
UBS April 2012 - Present
Johns Hopkins University May 2011 - April 2012
Morgan Stanley February 2010 - May 2011
Capital Financial Partners July 2008 - March 2010
Merrill Lynch May 2007 - August 2007
Education
University of Baltimore 2010 — 2012
MBA, Finance
University of Maryland College Park 2004 — 2008
Bachelors, Economics
Kalina Kornicer's UBS Experience 2001 - 2001
Job Principal Business Consultant at Temenos
Industry Computer Software
Experience
Temenos April 2011 - Present
Odyssey Financial Technologies July 2002 - April 2011
x.eye incorporated 2002 - 2008
UBS 2001 - 2001
CIBC Wealth Management 1997 - 2001
Skills
Solution Architecture, Business Analysis, Integration, Requirements Analysis, Software Project..., Oracle, User Acceptance Testing, Requirements Gathering, Software Development, Business Process, SOA, Enterprise Architecture, Business Intelligence, Agile Methodologies, SDLC
Education
Canadian Securities Institute 2011 — 2012
Canadian Securities Course
University of Belgrade 1984 — 1989
B.Sc.E.E., Electrical Engineering
Temenos April 2011 - Present
Odyssey Financial Technologies July 2002 - April 2011
x.eye incorporated 2002 - 2008
UBS 2001 - 2001
CIBC Wealth Management 1997 - 2001
Skills
Solution Architecture, Business Analysis, Integration, Requirements Analysis, Software Project..., Oracle, User Acceptance Testing, Requirements Gathering, Software Development, Business Process, SOA, Enterprise Architecture, Business Intelligence, Agile Methodologies, SDLC
Education
Canadian Securities Institute 2011 — 2012
Canadian Securities Course
University of Belgrade 1984 — 1989
B.Sc.E.E., Electrical Engineering
Kenneth Hoffman's UBS Experience 1994 - 2012
Job Executive Director at Santander Investment Securities
Industry Investment Banking
Experience
Santander Bank, N.A. October 2012 - Present
UBS 1994 - 2012
Republic National Bank of New York April 1992 - June 1994
Bankers Trust Company 1991 - 1992
Lehman Brothers 1983 - 1991
Skills
Emerging Markets
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
State University of New York at Buffalo
BS, Medical Technology
Santander Bank, N.A. October 2012 - Present
UBS 1994 - 2012
Republic National Bank of New York April 1992 - June 1994
Bankers Trust Company 1991 - 1992
Lehman Brothers 1983 - 1991
Skills
Emerging Markets
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
State University of New York at Buffalo
BS, Medical Technology
ross mccalla's UBS Experience December 2007 - December 2008
Job Trader at Bright Trading
Industry Consumer Services
Experience
Bright Trading February 2012 - Present
Testani February 2010 - February 2012
Schonfeld Securities December 2008 - February 2010
UBS December 2007 - December 2008
UBS September 2005 - December 2007
Skills
Recycling, Waste, Waste Management, Renewable Energy, Commodity, Strategic Planning, Risk Management, Financial Modeling, Purchasing, Financial Analysis, Business Development, Valuation, Green, Marketing Strategy, Environmental Awareness, Customer Retention, Data Analysis, Sustainability, Materials, Microsoft Excel
Education
SUNY Albany 2001 — 2003
Bachelor of Arts (B.A.), Economics
Bright Trading February 2012 - Present
Testani February 2010 - February 2012
Schonfeld Securities December 2008 - February 2010
UBS December 2007 - December 2008
UBS September 2005 - December 2007
Skills
Recycling, Waste, Waste Management, Renewable Energy, Commodity, Strategic Planning, Risk Management, Financial Modeling, Purchasing, Financial Analysis, Business Development, Valuation, Green, Marketing Strategy, Environmental Awareness, Customer Retention, Data Analysis, Sustainability, Materials, Microsoft Excel
Education
SUNY Albany 2001 — 2003
Bachelor of Arts (B.A.), Economics
Yuen Yuen Ong's UBS Experience September 2006 - March 2015
Job Vice President at Commerzbank
Industry Investment Banking
Experience
Commerzbank March 2015 - Present
UBS September 2006 - March 2015
Skills
Business Analysis, Financial Reporting, FR 2004, Treasury International..., Axiom, Accounting, Risk Management, Corporate Finance, Analysis, Financial Risk, Internal Controls, Portfolio Management
Education
State University of New York at Buffalo
Commerzbank March 2015 - Present
UBS September 2006 - March 2015
Skills
Business Analysis, Financial Reporting, FR 2004, Treasury International..., Axiom, Accounting, Risk Management, Corporate Finance, Analysis, Financial Risk, Internal Controls, Portfolio Management
Education
State University of New York at Buffalo
Arvinn Anavil's UBS Experience 1997 - 2010
Job Trade Processing Specialist Business/Data Analyst at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management December 2013 - Present
Millennium Solution Focus January 2013 - December 2013
Battea Class Action Services July 2012 - November 2012
Millennium Solution Focus February 2011 - July 2012
UBS Financial Services, Inc. July 1997 - June 2010
UBS 1997 - 2010
Skills
Access, Microsoft SQL Server, Requirements Analysis, Analysis
Education
University at Albany, SUNY 1995 — 1997
MBA, Management of Information System
UBS Wealth Management December 2013 - Present
Millennium Solution Focus January 2013 - December 2013
Battea Class Action Services July 2012 - November 2012
Millennium Solution Focus February 2011 - July 2012
UBS Financial Services, Inc. July 1997 - June 2010
UBS 1997 - 2010
Skills
Access, Microsoft SQL Server, Requirements Analysis, Analysis
Education
University at Albany, SUNY 1995 — 1997
MBA, Management of Information System
Jennifer C Bosworth's UBS Experience August 2008 - August 2010
Job Vice President, Risk Management Office, Human Resources
Industry Human Resources
Experience
CIT June 2015 - August 2015
CIT September 2014 - June 2015
CIT May 2013 - September 2014
CIT January 2012 - May 2013
Citi August 2010 - December 2011
UBS August 2008 - August 2010
UBS March 2006 - August 2008
UBS August 2004 - March 2006
PwC July 2003 - July 2004
CrossBorder Solutions (acquired by Thomson Reuters) January 2003 - June 2003
Education
University at Albany, SUNY 1996 — 2000
Bachelor of Science (B.S.), Business Adminstration, Finance
CIT June 2015 - August 2015
CIT September 2014 - June 2015
CIT May 2013 - September 2014
CIT January 2012 - May 2013
Citi August 2010 - December 2011
UBS August 2008 - August 2010
UBS March 2006 - August 2008
UBS August 2004 - March 2006
PwC July 2003 - July 2004
CrossBorder Solutions (acquired by Thomson Reuters) January 2003 - June 2003
Education
University at Albany, SUNY 1996 — 2000
Bachelor of Science (B.S.), Business Adminstration, Finance
Bob. Whittington's UBS Experience March 2009 - Present
Job SVP at UBS
Industry Financial Services
Experience
UBS March 2009 - Present
Skills
Wealth Management, Portfolio Management, Capital Markets, Investments, Investment Banking, Alternative Investments, Asset Management, Securities
Education
University of Alabama 1990 — 1995
Bachelor of Science (BS), Finance, Investments
UBS March 2009 - Present
Skills
Wealth Management, Portfolio Management, Capital Markets, Investments, Investment Banking, Alternative Investments, Asset Management, Securities
Education
University of Alabama 1990 — 1995
Bachelor of Science (BS), Finance, Investments
Joshua G. Winston, CIMA's UBS Experience October 2000 - March 2007
Job Financial Advisor Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Deskhub 2014 - Present
Wells Fargo Advisors, LLC March 2007 - February 2014
UBS October 2000 - March 2007
Piper Jaffray 2000 - 2006
Education
University of Arizona 1995 — 1999
Bachelor of Arts (B.A.), Psychology
University of California, Berkeley
Certified Investment Management Analyst (CIMA)
Ameriprise Financial Services, Inc. February 2014 - Present
Deskhub 2014 - Present
Wells Fargo Advisors, LLC March 2007 - February 2014
UBS October 2000 - March 2007
Piper Jaffray 2000 - 2006
Education
University of Arizona 1995 — 1999
Bachelor of Arts (B.A.), Psychology
University of California, Berkeley
Certified Investment Management Analyst (CIMA)
Jeremy Broom's UBS Experience February 2015 - Present
Job Collateral Analyst at UBS
Industry Investment Banking
Experience
UBS February 2015 - Present
Western Express May 2014 - January 2015
Western Express December 2012 - May 2014
Broom Insurance Agency April 2011 - December 2012
University of Alabama Aquatic Center August 2007 - December 2010
First Protective Insurance group May 2010 - August 2010
Skills
Project Planning, Retirement Planning, Strategic Financial..., Estate Planning, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Management, Leadership, Customer Service, Social Networking, Sales, Training, Marketing, Access
Education
University of Alabama 2007 — 2010
Bachelor of Science (B.S.), Business Family and Consumer Sciences/Human Sciences
oak mountain
UBS February 2015 - Present
Western Express May 2014 - January 2015
Western Express December 2012 - May 2014
Broom Insurance Agency April 2011 - December 2012
University of Alabama Aquatic Center August 2007 - December 2010
First Protective Insurance group May 2010 - August 2010
Skills
Project Planning, Retirement Planning, Strategic Financial..., Estate Planning, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Management, Leadership, Customer Service, Social Networking, Sales, Training, Marketing, Access
Education
University of Alabama 2007 — 2010
Bachelor of Science (B.S.), Business Family and Consumer Sciences/Human Sciences
oak mountain
Erin Eason's UBS Experience October 2002 - August 2005
Job Financial services
Industry Financial Services
Experience
EC Financial group, Inc April 2014 - Present
Merrill Lynch August 2005 - January 2009
UBS October 2002 - August 2005
Skills
Wealth Management, Series 7, Asset Allocation, Retirement Planning, Investment Advisory, Mutual Funds, Series 63, Investments, Strategic Financial..., Retirement, Estate Planning, Portfolio Management, IRAs, Insurance, Fixed Annuities, Financial Advisory, Investment Strategies, Uniform Combined State..., Securities, Asset Managment
Education
University of Arkansas at Little Rock 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lonoke High School 1986 — 1989
EC Financial group, Inc April 2014 - Present
Merrill Lynch August 2005 - January 2009
UBS October 2002 - August 2005
Skills
Wealth Management, Series 7, Asset Allocation, Retirement Planning, Investment Advisory, Mutual Funds, Series 63, Investments, Strategic Financial..., Retirement, Estate Planning, Portfolio Management, IRAs, Insurance, Fixed Annuities, Financial Advisory, Investment Strategies, Uniform Combined State..., Securities, Asset Managment
Education
University of Arkansas at Little Rock 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lonoke High School 1986 — 1989
jane eisland's UBS Experience auditorPeat MarwickJuly 1982 - February 1985
Job head of fa compensation at UBS
Industry Financial Services
Experience
UBS auditorPeat MarwickJuly 1982 - February 1985
Education
University at Buffalo 1978 — 1982
bs, accounting
UBS auditorPeat MarwickJuly 1982 - February 1985
Education
University at Buffalo 1978 — 1982
bs, accounting
Anthony Calao's UBS Experience May 2011 - August 2011
Job Business Analyst, Payment Services at Time Warner Cable
Industry Financial Services
Experience
Time Warner Cable August 2015 - Present
University of Alabama Athletics Communications August 2012 - January 2015
Baseball Info Solutions May 2014 - August 2014
UBS May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Time Management, Research, Public Speaking, Data Analysis, Leadership
Education
University of Alabama 2013 — 2015
Master of Business Administration (M.B.A.), Business Analytics
University of Alabama 2009 — 2013
Bachelor of Science (BS), Family Financial Planning
Time Warner Cable August 2015 - Present
University of Alabama Athletics Communications August 2012 - January 2015
Baseball Info Solutions May 2014 - August 2014
UBS May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Time Management, Research, Public Speaking, Data Analysis, Leadership
Education
University of Alabama 2013 — 2015
Master of Business Administration (M.B.A.), Business Analytics
University of Alabama 2009 — 2013
Bachelor of Science (BS), Family Financial Planning
David Blindman's UBS Experience March 1991 - Present
Job Vice President Wealth Managemnet at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS March 1991 - Present
Education
University of Arkansas 1976 — 1980
BSBA, Administrative Management
UBS March 1991 - Present
Education
University of Arkansas 1976 — 1980
BSBA, Administrative Management
Richard Alley's UBS Experience October 2009 - Present
Job HR Project Manager at UBS
Industry Investment Banking
Experience
UBS October 2009 - Present
UBS Investment Bank April 2007 - October 2009
PwC January 2006 - April 2007
Deloitte September 2002 - December 2005
Skills
Organizational Design, Project Management, Business Analysis, Communication, Stakeholder Management, Process Improvement, HR Consulting, Offshoring, Requirements Gathering
Education
University of Birmingham 1998 — 2001
BSc, Mathematics
UBS October 2009 - Present
UBS Investment Bank April 2007 - October 2009
PwC January 2006 - April 2007
Deloitte September 2002 - December 2005
Skills
Organizational Design, Project Management, Business Analysis, Communication, Stakeholder Management, Process Improvement, HR Consulting, Offshoring, Requirements Gathering
Education
University of Birmingham 1998 — 2001
BSc, Mathematics
Rhonda Blackwell's UBS Experience November 2013 - Present
Job Executive/Team Assistant at UBS
Industry Nonprofit Organization Management
Experience
UBS November 2013 - Present
Norwalk Community College Foundation, Inc June 2008 - November 2013
KARL Chevrolet May 2002 - October 2007
Skills
Non-profits, Board Relations, Fundraising, Customer Service, Board Education, Community Outreach, Nonprofits, Volunteer Management, Public Relations, School Boards, Non-profit..., Philanthropy, Leadership, Program Development, Teaching, Event Management, Research, Social Networking, Staff Development, Microsoft Word, Community Development, Newsletters, Management
Education
University at Buffalo
Bachelor of Science
UBS November 2013 - Present
Norwalk Community College Foundation, Inc June 2008 - November 2013
KARL Chevrolet May 2002 - October 2007
Skills
Non-profits, Board Relations, Fundraising, Customer Service, Board Education, Community Outreach, Nonprofits, Volunteer Management, Public Relations, School Boards, Non-profit..., Philanthropy, Leadership, Program Development, Teaching, Event Management, Research, Social Networking, Staff Development, Microsoft Word, Community Development, Newsletters, Management
Education
University at Buffalo
Bachelor of Science
DANIEL CROUTIER's UBS Experience January 1997 - December 2000
Job repo/cash tsy broker at Eurobrokers
Industry Financial Services
Experience
BGC Partners January 2002 - Present
Eurobrokers January 2002 - Present
UBS January 1997 - December 2000
Skills
Brokerage, Options, Investments, Financial Markets, Derivatives, Bloomberg, Asset Management, Electronic Trading, Equities, Trading, Capital Markets, Fixed Income, Series 7, Securities, Hedge Funds, Portfolio Management, Risk Management, Alternative Investments
Education
State University of New York at Albany 1981 — 1985
economics
State University of New York at Albany 1981 — 1985
Economics
BGC Partners January 2002 - Present
Eurobrokers January 2002 - Present
UBS January 1997 - December 2000
Skills
Brokerage, Options, Investments, Financial Markets, Derivatives, Bloomberg, Asset Management, Electronic Trading, Equities, Trading, Capital Markets, Fixed Income, Series 7, Securities, Hedge Funds, Portfolio Management, Risk Management, Alternative Investments
Education
State University of New York at Albany 1981 — 1985
economics
State University of New York at Albany 1981 — 1985
Economics
Travis Creekbaum's UBS Experience Senior Portfolio Manager PMP ProgramUBS FinancialNovember 2008 - Present
Job Senior Portfolio Manager PMP Program at UBS Financial
Industry Financial Services
Experience
UBS Senior Portfolio Manager PMP ProgramUBS FinancialNovember 2008 - Present
Skills
Equities, Fixed Income, Portfolio Management, Wealth Management, Hedge Funds, Investments, Derivatives, Bloomberg, Asset Allocation, Asset Management, Alternative Investments, Capital Markets
Education
University of Alabama 1991 — 1995
Bachelor's degree Investment Finance
UBS Senior Portfolio Manager PMP ProgramUBS FinancialNovember 2008 - Present
Skills
Equities, Fixed Income, Portfolio Management, Wealth Management, Hedge Funds, Investments, Derivatives, Bloomberg, Asset Allocation, Asset Management, Alternative Investments, Capital Markets
Education
University of Alabama 1991 — 1995
Bachelor's degree Investment Finance
Ivy Yung (CPA)'s UBS Experience September 2004 - Present
Job Senior Financial Accoutant at UBS
Industry Financial Services
Experience
UBS September 2004 - Present
Cerberus Capital Management 1999 - 2004
GGK January 1997 - September 1999
Skills
CPA, Financial accounting, Management reporting, Hedge Funds, Financial Accounting, Finance, Financial Analysis, Financial Reporting, Management, US GAAP, Corporate Finance, Fixed Income, Valuation, Accounting
Education
University at Albany
Bachelor of Science (BS), Accounting
UBS September 2004 - Present
Cerberus Capital Management 1999 - 2004
GGK January 1997 - September 1999
Skills
CPA, Financial accounting, Management reporting, Hedge Funds, Financial Accounting, Finance, Financial Analysis, Financial Reporting, Management, US GAAP, Corporate Finance, Fixed Income, Valuation, Accounting
Education
University at Albany
Bachelor of Science (BS), Accounting
Ryan Donovan's UBS Experience 2004 - 2006
Job Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank 2010 - Present
Samuel A Ramirez & Company 2008 - 2010
Bear Stearns 2006 - 2008
UBS 2004 - 2006
Bear Stearns 1995 - 2004
Skills
Fixed Income, Derivatives, Credit Derivatives, Structured Products, Bonds, Investment Banking, Securities, Capital Markets, Financial Structuring, Structured Finance, Equities, Valuation, Corporate Finance
Education
University at Albany
Deutsche Bank 2010 - Present
Samuel A Ramirez & Company 2008 - 2010
Bear Stearns 2006 - 2008
UBS 2004 - 2006
Bear Stearns 1995 - 2004
Skills
Fixed Income, Derivatives, Credit Derivatives, Structured Products, Bonds, Investment Banking, Securities, Capital Markets, Financial Structuring, Structured Finance, Equities, Valuation, Corporate Finance
Education
University at Albany
Jason Mayer, M.S., CISA, CRISC's UBS Experience April 2014 - Present
Job Associate Director, IT Risk Remediation Wealth Management Americas IT at UBS
Industry Financial Services
Experience
UBS April 2014 - Present
Prudential Financial March 2012 - April 2014
Morgan Stanley June 2005 - March 2012
Ernst & Young August 2001 - June 2005
Cornick, Garber & Sandler, LLP August 1999 - August 2001
Skills
Risk Mitigation, IT Risk Management, Risk Management, Enterprise Risk..., IT Risk, Risk Assessment, Information Technology, Internal Controls, Auditing, Internal Audit, IT Audit, Financial Risk, Sarbanes-Oxley, Security, Governance, Compliance, Information Security..., Banking, CISA, IT Governance, Risk, Audit
Education
State University of New York at Albany 1998 — 1999
Master’s of Science, Accounting Information Systems
State University of New York at Albany 1994 — 1998
Bachelor of Science, Accounting
UBS April 2014 - Present
Prudential Financial March 2012 - April 2014
Morgan Stanley June 2005 - March 2012
Ernst & Young August 2001 - June 2005
Cornick, Garber & Sandler, LLP August 1999 - August 2001
Skills
Risk Mitigation, IT Risk Management, Risk Management, Enterprise Risk..., IT Risk, Risk Assessment, Information Technology, Internal Controls, Auditing, Internal Audit, IT Audit, Financial Risk, Sarbanes-Oxley, Security, Governance, Compliance, Information Security..., Banking, CISA, IT Governance, Risk, Audit
Education
State University of New York at Albany 1998 — 1999
Master’s of Science, Accounting Information Systems
State University of New York at Albany 1994 — 1998
Bachelor of Science, Accounting
Amanda Michels's UBS Experience 1996 - 2000
Job Math Teacher at Trinity School
Industry Education Management
Experience
Trinity School September 2005 - Present
Morgan Stanley 2000 - 2003
UBS 1996 - 2000
Skills
Science, Teaching, Curriculum Design, Educational Technology, Curriculum Development, Tutoring, Public Speaking, Educational Leadership
Education
Oxford University 1991 — 1995
D. Phil., Theoretical Physics
University of Adelaide 1986 — 1990
B.Sc.(Hons), Physics and Pure Mathematics
Trinity School September 2005 - Present
Morgan Stanley 2000 - 2003
UBS 1996 - 2000
Skills
Science, Teaching, Curriculum Design, Educational Technology, Curriculum Development, Tutoring, Public Speaking, Educational Leadership
Education
Oxford University 1991 — 1995
D. Phil., Theoretical Physics
University of Adelaide 1986 — 1990
B.Sc.(Hons), Physics and Pure Mathematics
Ann Lesshafft, CFP®'s UBS Experience September 2001 - Present
Job Investment Associate at UBS
Industry Financial Services
Experience
UBS September 2001 - Present
Skills
Customer Service, Financial Planning, Team Building, Project Management, Risk Management, Strategy, Marketing Communications, PowerPoint, Series 7, Cross-functional Team...
Education
University of Alabama at Birmingham 1981 — 1982
Bachelor of Applied Science (BASc), Chemistry and Biology
UBS September 2001 - Present
Skills
Customer Service, Financial Planning, Team Building, Project Management, Risk Management, Strategy, Marketing Communications, PowerPoint, Series 7, Cross-functional Team...
Education
University of Alabama at Birmingham 1981 — 1982
Bachelor of Applied Science (BASc), Chemistry and Biology
Jenny Kvaskova's UBS Experience August 2015 - Present
Job FRC Execution Services at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
FreshMinds September 2013 - August 2015
Maxwell Stamp July 2011 - July 2012
Ocean Sky Aviation October 2007 - July 2008
Bloomberg July 2007 - July 2007
EBRD June 2007 - June 2007
Goldman Sachs September 2006 - September 2006
Skills
Analysis, Economics, Research, Market Research, International..., Economic Development, Proposal Writing, Qualitative Research, Project Management, Management, Marketing, Economic Research, Policy Analysis, Public Policy, International Relations, Data Analysis, Capacity Building, NGOs, Financial Modeling, French, Social Media, Strategy, Business Strategy, Financial Analysis, Macroeconomics, Economic Data Analysis, Public Speaking, Networking, Blogging, Business Insights, Quantitative Research, Econometrics, financial mo, Report Writing, Business Development, Finance, Microsoft Office, Microsoft Excel, Marketing Strategy
Education
University of Bath 2009 — 2013
Economics & International Development, 2.1
South Hampstead High School
UBS August 2015 - Present
FreshMinds September 2013 - August 2015
Maxwell Stamp July 2011 - July 2012
Ocean Sky Aviation October 2007 - July 2008
Bloomberg July 2007 - July 2007
EBRD June 2007 - June 2007
Goldman Sachs September 2006 - September 2006
Skills
Analysis, Economics, Research, Market Research, International..., Economic Development, Proposal Writing, Qualitative Research, Project Management, Management, Marketing, Economic Research, Policy Analysis, Public Policy, International Relations, Data Analysis, Capacity Building, NGOs, Financial Modeling, French, Social Media, Strategy, Business Strategy, Financial Analysis, Macroeconomics, Economic Data Analysis, Public Speaking, Networking, Blogging, Business Insights, Quantitative Research, Econometrics, financial mo, Report Writing, Business Development, Finance, Microsoft Office, Microsoft Excel, Marketing Strategy
Education
University of Bath 2009 — 2013
Economics & International Development, 2.1
South Hampstead High School
Kerry Kleissle's UBS Experience 2005 - Present
Job Director Control Officer
Industry Financial Services
Experience
UBS 2005 - Present
Education
University of Arizona 1975 — 1979
Bachelor of Applied Science (B.A.Sc.), Finance, General
UBS 2005 - Present
Education
University of Arizona 1975 — 1979
Bachelor of Applied Science (B.A.Sc.), Finance, General
Michelle Piccirillo's UBS Experience 2002 - 2006
Job Branch Manager at Bethpage Federal Credit Union
Industry Financial Services
Barry Newcomb's UBS Experience April 2000 - Present
Job Branch Manager at UBS Financial Services
Industry Financial Services
Experience
UBS April 2000 - Present
Morgan Keegan 1994 - 2000
Stephens Inc. 1987 - 1994
EF Hutton 1982 - 1987
Merrill Lynch 1977 - 1982
Education
University of Arkansas at Fayetteville 1970 — 1973
BSBA, Business Administration and Management, General
University of Missouri-Columbia 1968 — 1970
Business Administration and Management, General
UBS April 2000 - Present
Morgan Keegan 1994 - 2000
Stephens Inc. 1987 - 1994
EF Hutton 1982 - 1987
Merrill Lynch 1977 - 1982
Education
University of Arkansas at Fayetteville 1970 — 1973
BSBA, Business Administration and Management, General
University of Missouri-Columbia 1968 — 1970
Business Administration and Management, General
Denise Mason's UBS Experience 1998 - Present
Job Associate Director, Project Manager at UBS
Industry Financial Services
Experience
UBS 1998 - Present
HMS 1997 - 1998
Paine Webber 1986 - 1997
Skills
Project Portfolio..., Process Excellence, Business Analysis, PMO, Risk Management, Six Sigma, Business Process..., Financial Services, Financial Analysis, Quality Assurance, Preparation of Business..., Business Requirements, IT Strategy, Requirements Gathering
Education
State University of New York at Albany
Master of Business Administration (M.B.A.), Management Information Systems
UBS 1998 - Present
HMS 1997 - 1998
Paine Webber 1986 - 1997
Skills
Project Portfolio..., Process Excellence, Business Analysis, PMO, Risk Management, Six Sigma, Business Process..., Financial Services, Financial Analysis, Quality Assurance, Preparation of Business..., Business Requirements, IT Strategy, Requirements Gathering
Education
State University of New York at Albany
Master of Business Administration (M.B.A.), Management Information Systems
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.