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
Charisse Pua Charisse Pua's UBS Experience June 2011 - September 2011
Job Account Manager at New American Funding
Industry Financial Services
Experience
New American Funding March 2015 - Present
IMPAC MORTGAGE September 2012 - February 2015
Wells Fargo Retail Finance September 2010 - August 2012
Enterprise Rent-A-Car November 2011 - February 2012
UBS June 2011 - September 2011
Skills
Banking, Financial Analysis, Credit, Finance, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Risk Management, Sales, Access, Data Analysis, Financial Modeling, Account Management
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Economics & International Studies
New American Funding March 2015 - Present
IMPAC MORTGAGE September 2012 - February 2015
Wells Fargo Retail Finance September 2010 - August 2012
Enterprise Rent-A-Car November 2011 - February 2012
UBS June 2011 - September 2011
Skills
Banking, Financial Analysis, Credit, Finance, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Risk Management, Sales, Access, Data Analysis, Financial Modeling, Account Management
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Economics & International Studies
Jeff Wang Jeff Wang's UBS Experience June 2012 - August 2012
Job Business Intelligence Analyst
Industry Internet
Experience
Chartboost August 2014 - Present
Rutberg & Company May 2013 - August 2013
UBS June 2012 - August 2012
Lazard Capital Markets May 2012 - August 2012
Palisades Hudson Financial Group LLC March 2011 - June 2011
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Economics
Palo Alto High School 2007 — 2010
Chartboost August 2014 - Present
Rutberg & Company May 2013 - August 2013
UBS June 2012 - August 2012
Lazard Capital Markets May 2012 - August 2012
Palisades Hudson Financial Group LLC March 2011 - June 2011
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Economics
Palo Alto High School 2007 — 2010
Derek Groff, ASA Derek Groff, ASA's UBS Experience 2003 - 2005
Job Experienced Valuation and Finance Professional
Industry Financial Services
Experience
Frank, Rimerman + Co. LLP 2008 - Present
Three Rights Left, LLC 2008 - 2012
Symantec Corporation 2005 - 2007
UBS 2003 - 2005
Credit Suisse First Boston 2001 - 2003
Skills
Corporate Finance, Valuation, Mergers, Financial Modeling, Venture Capital, Management Consulting, Mergers & Acquisitions, Due Diligence, Business Strategy, Investment Banking, Investments, Business Development, Team Leadership, Strategy, Corporate Development, Portfolio Management, Financial Reporting, Equities, Investor Relations, Business Valuation, Finance, Management, Financial Analysis, Start-ups, Strategic Planning
Education
University of California, Berkeley 2013 — 2015
Leadership and Management, 4.0 GPA
University of New South Wales 2000 — 2000
Business/Economics
University of California, Santa Cruz 1996 — 2000
B.A., Business Economics, 3.7 GPA
Frank, Rimerman + Co. LLP 2008 - Present
Three Rights Left, LLC 2008 - 2012
Symantec Corporation 2005 - 2007
UBS 2003 - 2005
Credit Suisse First Boston 2001 - 2003
Skills
Corporate Finance, Valuation, Mergers, Financial Modeling, Venture Capital, Management Consulting, Mergers & Acquisitions, Due Diligence, Business Strategy, Investment Banking, Investments, Business Development, Team Leadership, Strategy, Corporate Development, Portfolio Management, Financial Reporting, Equities, Investor Relations, Business Valuation, Finance, Management, Financial Analysis, Start-ups, Strategic Planning
Education
University of California, Berkeley 2013 — 2015
Leadership and Management, 4.0 GPA
University of New South Wales 2000 — 2000
Business/Economics
University of California, Santa Cruz 1996 — 2000
B.A., Business Economics, 3.7 GPA
Nicholas Vincent-Hill Nicholas Vincent-Hill's UBS Experience June 2013 - August 2013
Job Junior Trader at Bocage Capital LLC
Industry Investment Management
Experience
Bocage Capital LLC April 2015 - Present
Capital Investments at Berkeley January 2014 - January 2015
JMP Group June 2014 - August 2014
UBS June 2013 - August 2013
Skills
Financial Analysis, Microsoft Office, Social Media, Editing, Financial Modeling, Graphic Design, Fundraising, Microsoft Excel, Investment Strategies, Analysis, Equities, Valuation, Adobe Creative Suite, Bloomberg Terminal
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
BSBA, Business Administration
Crescent Valley High School 2007 — 2011
Bocage Capital LLC April 2015 - Present
Capital Investments at Berkeley January 2014 - January 2015
JMP Group June 2014 - August 2014
UBS June 2013 - August 2013
Skills
Financial Analysis, Microsoft Office, Social Media, Editing, Financial Modeling, Graphic Design, Fundraising, Microsoft Excel, Investment Strategies, Analysis, Equities, Valuation, Adobe Creative Suite, Bloomberg Terminal
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
BSBA, Business Administration
Crescent Valley High School 2007 — 2011
Emmett Dupas III Emmett Dupas III's UBS Experience 1997 - 2002
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2003 - Present
UBS 1997 - 2002
Education
University of New Orleans 1984 — 1988
1988
University of California, Los Angeles
Anderson School of Management
Northwestern Mutual February 2003 - Present
UBS 1997 - 2002
Education
University of New Orleans 1984 — 1988
1988
University of California, Los Angeles
Anderson School of Management
Angela Song Wang Angela Song Wang's UBS Experience August 2014 - March 2015
Job CSA at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management March 2015 - Present
UBS August 2014 - March 2015
Waddell & Reed June 2014 - August 2014
Undergraduate Finance Association (UFA) at UC Irvine April 2014 - July 2014
UC Irvine SSARC September 2013 - June 2014
Eureka Capital Markets, LLC April 2014 - May 2014
Collegiate Entrepreneurs October 2012 - March 2013
T.O.P. Shanghai Multimedia Co. June 2012 - September 2012
Vivo Gelato June 2009 - April 2011
Skills
Marketing Communications, Social Media Marketing, Data Analysis, Human Resources, Secretarial Skills, Managerial Skills, Microsoft Office, Microsoft Excel, Eviews, Management, Time Management, Customer Service
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics, Education studies
UBS Wealth Management March 2015 - Present
UBS August 2014 - March 2015
Waddell & Reed June 2014 - August 2014
Undergraduate Finance Association (UFA) at UC Irvine April 2014 - July 2014
UC Irvine SSARC September 2013 - June 2014
Eureka Capital Markets, LLC April 2014 - May 2014
Collegiate Entrepreneurs October 2012 - March 2013
T.O.P. Shanghai Multimedia Co. June 2012 - September 2012
Vivo Gelato June 2009 - April 2011
Skills
Marketing Communications, Social Media Marketing, Data Analysis, Human Resources, Secretarial Skills, Managerial Skills, Microsoft Office, Microsoft Excel, Eviews, Management, Time Management, Customer Service
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics, Education studies
Cameron Klotz Cameron Klotz's UBS Experience February 2014 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS February 2014 - Present
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (BA), Legal Studies
University of California, Berkeley 2009 — 2013
Bachelor of Arts (BA), American Studies
UBS February 2014 - Present
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (BA), Legal Studies
University of California, Berkeley 2009 — 2013
Bachelor of Arts (BA), American Studies
Anny C. Anny C.'s UBS Experience April 2011 - October 2012
Job Professional at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Union Bank October 2012 - December 2013
UBS April 2011 - October 2012
Wells Fargo Bank February 2010 - March 2011
Skills
Banking, Financial Services, Leadership, Investments, Portfolio Management
Education
University of California, Berkeley
BA, Economics
Morgan Stanley January 2014 - Present
Union Bank October 2012 - December 2013
UBS April 2011 - October 2012
Wells Fargo Bank February 2010 - March 2011
Skills
Banking, Financial Services, Leadership, Investments, Portfolio Management
Education
University of California, Berkeley
BA, Economics
Kevin Martin, CFP Kevin Martin, CFP's UBS Experience February 2009 - December 2012
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services, Inc. 2009 - Present
UBS February 2009 - December 2012
Merrill Lynch 1987 - 2009
Skills
Wealth Management, Series 7, Alternative Investments, Series 63, Equities, Asset Allocation, Securities, Fixed Income, Investment Advisory, Mutual Funds, Investments, Portfolio Management
Education
University of California, Los Angeles 1982 — 1986
UBS Financial Services, Inc. 2009 - Present
UBS February 2009 - December 2012
Merrill Lynch 1987 - 2009
Skills
Wealth Management, Series 7, Alternative Investments, Series 63, Equities, Asset Allocation, Securities, Fixed Income, Investment Advisory, Mutual Funds, Investments, Portfolio Management
Education
University of California, Los Angeles 1982 — 1986
Bryan Kaali-Nagy Bryan Kaali-Nagy's UBS Experience August 2005 - November 2007
Job President at Westlake Mutual
Industry Financial Services
Experience
Westlake Mutual December 2007 - Present
ING Financial Partners December 2007 - September 2009
UBS August 2005 - November 2007
Kaali Distributing Company June 1999 - July 2005
Skills
Retirement Planning, Portfolio Management, Financial Analysis, Alternative Investments, Asset Allocation, Asset Management, Customer Service, Investments, Mutual Funds, Wealth Management
Education
University of California, Irvine 1999 — 2003
BA, International Studies
Westlake Mutual December 2007 - Present
ING Financial Partners December 2007 - September 2009
UBS August 2005 - November 2007
Kaali Distributing Company June 1999 - July 2005
Skills
Retirement Planning, Portfolio Management, Financial Analysis, Alternative Investments, Asset Allocation, Asset Management, Customer Service, Investments, Mutual Funds, Wealth Management
Education
University of California, Irvine 1999 — 2003
BA, International Studies
Sunny Shankar Sunny Shankar's UBS Experience June 2006 - December 2007
Job Vice President | Business Client Advisor at Union Bank
Industry Banking
Experience
Union Bank November 2013 - Present
US Bank March 2007 - October 2013
UBS June 2006 - December 2007
UC Davis January 2006 - April 2006
Morgan Stanley April 2005 - March 2006
Skills
Commercial Banking, Real Estate, Small Business Lending, Refinance, Loans, Credit, Banking, Portfolio Management, Compliance, Customer Relations, Analysis, Risk, Treasury Management, Policy, Underwriting, Customer Service, Commercial Lending, Commercial Mortgages, Mortgage Lending, Finance, Credit Analysis, Loan Origination, Investment Properties, Lines Of Credit, Commercial Real Estate, Asset Based Lending, Cash Management, Consumer Lending, Investments, Asset Management, Risk Management, Financial Analysis, Strategic Financial..., Relationship Management, Financial Services, Valuation, Financial Risk, SBA, Mutual Funds, Wealth Management, Financial Planning
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Union Bank November 2013 - Present
US Bank March 2007 - October 2013
UBS June 2006 - December 2007
UC Davis January 2006 - April 2006
Morgan Stanley April 2005 - March 2006
Skills
Commercial Banking, Real Estate, Small Business Lending, Refinance, Loans, Credit, Banking, Portfolio Management, Compliance, Customer Relations, Analysis, Risk, Treasury Management, Policy, Underwriting, Customer Service, Commercial Lending, Commercial Mortgages, Mortgage Lending, Finance, Credit Analysis, Loan Origination, Investment Properties, Lines Of Credit, Commercial Real Estate, Asset Based Lending, Cash Management, Consumer Lending, Investments, Asset Management, Risk Management, Financial Analysis, Strategic Financial..., Relationship Management, Financial Services, Valuation, Financial Risk, SBA, Mutual Funds, Wealth Management, Financial Planning
Education
University of California, Davis
Bachelor of Science, Managerial Economics
David Scharf David Scharf's UBS Experience August 2011 - January 2012
Job Associate at Harvey & Company LLC
Industry Financial Services
Experience
Harvey & Company LLC April 2015 - Present
Harvey & Company LLC July 2013 - March 2015
Harvey & Company LLC January 2013 - June 2013
Prospect Mortgage, LLC July 2012 - January 2013
Marcus & Millichap September 2011 - June 2012
UBS August 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Outlook Express, Microsoft Office, Loans, Marketing, Outlook, Investment Banking, Finance, Acquisitions, Real Estate, Business Analysis, Sales, Financial Analysis, Refinancings, New Business Development, Mergers, Loan Officers, Mergers & Acquisitions, Analysis, Private Equity, Venture Capital, Strategy, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Management Consulting, Portfolio Management, Economics
Education
UC Irvine 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics, Department GPA: 3.61
Scripps Ranch High School 2004 — 2008
Harvey & Company LLC April 2015 - Present
Harvey & Company LLC July 2013 - March 2015
Harvey & Company LLC January 2013 - June 2013
Prospect Mortgage, LLC July 2012 - January 2013
Marcus & Millichap September 2011 - June 2012
UBS August 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Outlook Express, Microsoft Office, Loans, Marketing, Outlook, Investment Banking, Finance, Acquisitions, Real Estate, Business Analysis, Sales, Financial Analysis, Refinancings, New Business Development, Mergers, Loan Officers, Mergers & Acquisitions, Analysis, Private Equity, Venture Capital, Strategy, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Management Consulting, Portfolio Management, Economics
Education
UC Irvine 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics, Department GPA: 3.61
Scripps Ranch High School 2004 — 2008
Irene Chen Irene Chen's UBS Experience October 2010 - February 2011
Job Senior Analyst at Fifth Street Management LLC
Industry Financial Services
Experience
Fifth Street Management LLC July 2014 - Present
Dodge & Cox July 2012 - May 2014
UC Berkeley September 2010 - August 2012
Bank of America Merrill Lynch June 2011 - August 2011
UBS October 2010 - February 2011
Skills
Financial Modeling, Valuation, Econometrics, Equity Research, Qualitative Research, Quantitative Analysis, Corporate Finance, Investments, Bloomberg Terminal, Fixed Income Analysis, Microsoft Office, Capital IQ, R Programming, SNL, FX, Emerging Markets, Mandarin, Research, Quantitative Analytics, Statistics, R
Education
University of California, Berkeley 2008 — 2012
B.A., Economics, Statistics, Chemistry (Triple Major)
Chengdu No.7 High School 2005 — 2008
Fifth Street Management LLC July 2014 - Present
Dodge & Cox July 2012 - May 2014
UC Berkeley September 2010 - August 2012
Bank of America Merrill Lynch June 2011 - August 2011
UBS October 2010 - February 2011
Skills
Financial Modeling, Valuation, Econometrics, Equity Research, Qualitative Research, Quantitative Analysis, Corporate Finance, Investments, Bloomberg Terminal, Fixed Income Analysis, Microsoft Office, Capital IQ, R Programming, SNL, FX, Emerging Markets, Mandarin, Research, Quantitative Analytics, Statistics, R
Education
University of California, Berkeley 2008 — 2012
B.A., Economics, Statistics, Chemistry (Triple Major)
Chengdu No.7 High School 2005 — 2008
Jaspreet Tathgur's UBS Experience September 2014 - April 2015
Job Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Optimir Consulting September 2014 - Present
UBS September 2014 - April 2015
Quad Analytix 2014 - August 2014
Point Global SRI March 2014 - June 2014
Blue Arrow Trucking June 2013 - May 2014
PC Express Delivery Inc June 2008 - May 2014
Accenture January 2014 - January 2014
Skills
Research, PowerPoint, Organizational..., Microsoft Office, Leadership, Social Media Marketing, Management, Scheme, Indesign, Time Management, Microsoft Excel, Finance
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Legal Studies
LPS Hayward 2008 — 2012
High School Diploma
Bank of America Merrill Lynch June 2015 - Present
Optimir Consulting September 2014 - Present
UBS September 2014 - April 2015
Quad Analytix 2014 - August 2014
Point Global SRI March 2014 - June 2014
Blue Arrow Trucking June 2013 - May 2014
PC Express Delivery Inc June 2008 - May 2014
Accenture January 2014 - January 2014
Skills
Research, PowerPoint, Organizational..., Microsoft Office, Leadership, Social Media Marketing, Management, Scheme, Indesign, Time Management, Microsoft Excel, Finance
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Legal Studies
LPS Hayward 2008 — 2012
High School Diploma
Eileen Wen's UBS Experience June 2012 - December 2012
Job Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
BlackRock June 2014 - August 2014
MergerTech Advisors May 2013 - August 2013
UBS June 2012 - December 2012
MedImpact Healthcare Systems September 2010 - August 2011
Northrop Grumman Corporation December 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Financial Market..., Capital IQ, 451 Research, Valuation Modeling, Bloomberg Terminal, Salesforce.com, Photoshop, Marketing, Start-ups, Project Management, Data Analysis, Financial Modeling, Strategy, Leadership
Education
University of California, Berkeley 2011 — 2015
Scripps Ranch High School
BlackRock June 2014 - August 2014
MergerTech Advisors May 2013 - August 2013
UBS June 2012 - December 2012
MedImpact Healthcare Systems September 2010 - August 2011
Northrop Grumman Corporation December 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Financial Market..., Capital IQ, 451 Research, Valuation Modeling, Bloomberg Terminal, Salesforce.com, Photoshop, Marketing, Start-ups, Project Management, Data Analysis, Financial Modeling, Strategy, Leadership
Education
University of California, Berkeley 2011 — 2015
Scripps Ranch High School
David S. Lee's UBS Experience 2005 - 2009
Job CEO at Golden Castle Partners, Inc.
Industry Venture Capital & Private Equity
Experience
Golden Castle Partners, Inc. February 2013 - Present
UBS 2005 - 2009
Korean American Coalition 2002 - 2004
AXA Advisors 2001 - 2004
Skills
Mergers & Acquisitions, Restructuring, Business Development, Valuation, Venture Capital, Private Equity, Business Strategy, Investment Banking, Business Valuation, Start-ups
Education
University of California, Berkeley
Bachelor of Arts (BA)
Golden Castle Partners, Inc. February 2013 - Present
UBS 2005 - 2009
Korean American Coalition 2002 - 2004
AXA Advisors 2001 - 2004
Skills
Mergers & Acquisitions, Restructuring, Business Development, Valuation, Venture Capital, Private Equity, Business Strategy, Investment Banking, Business Valuation, Start-ups
Education
University of California, Berkeley
Bachelor of Arts (BA)
William Yan William Yan's UBS Experience May 2011 - August 2011
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2014 - Present
Berkeley Consulting September 2012 - May 2014
Alibris September 2013 - December 2013
The Boston Consulting Group June 2013 - August 2013
Patpatia & Associates May 2012 - August 2012
Berkeley Phi Beta Lambda December 2011 - May 2012
Bloomberg January 2012 - April 2012
UBS May 2011 - August 2011
Associated Students of the University of California September 2010 - May 2011
Skills
Mandarin, R, Research, Market Research, Microsoft Word, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Statistics
Education
Haas School of Business, UC Berkeley 2012 — 2014
Bachelor of Science (BS), Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Arts (BA), Statistics
The Boston Consulting Group September 2014 - Present
Berkeley Consulting September 2012 - May 2014
Alibris September 2013 - December 2013
The Boston Consulting Group June 2013 - August 2013
Patpatia & Associates May 2012 - August 2012
Berkeley Phi Beta Lambda December 2011 - May 2012
Bloomberg January 2012 - April 2012
UBS May 2011 - August 2011
Associated Students of the University of California September 2010 - May 2011
Skills
Mandarin, R, Research, Market Research, Microsoft Word, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Statistics
Education
Haas School of Business, UC Berkeley 2012 — 2014
Bachelor of Science (BS), Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Arts (BA), Statistics
Minjie (Vergil) Zhang Minjie (Vergil) Zhang's UBS Experience July 2015 - August 2015
Job UCLA student
Industry Financial Services
Experience
UBS July 2015 - August 2015
Cloud and Wind Capital Management（风云资本） November 2014 - April 2015
DelMorgan & Co. January 2015 - March 2015
Bank of China September 2014 - September 2014
Essence Securities Co., Ltd August 2014 - August 2014
JUMP Investors June 2014 - August 2014
EY June 2014 - June 2014
Sands Investment Group March 2014 - June 2014
EY February 2014 - February 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Financial Statements, Tax Accounting, Financial Accounting, Economics
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (B.A.), Business Economics
UBS July 2015 - August 2015
Cloud and Wind Capital Management（风云资本） November 2014 - April 2015
DelMorgan & Co. January 2015 - March 2015
Bank of China September 2014 - September 2014
Essence Securities Co., Ltd August 2014 - August 2014
JUMP Investors June 2014 - August 2014
EY June 2014 - June 2014
Sands Investment Group March 2014 - June 2014
EY February 2014 - February 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Financial Statements, Tax Accounting, Financial Accounting, Economics
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (B.A.), Business Economics
Armin Toor's UBS Experience November 2012 - January 2013
Job Research Associate at Dow Jones
Industry Venture Capital & Private Equity
Experience
Dow Jones March 2015 - Present
Steel Peak Wealth Mangement July 2013 - April 2014
Student Managed Investment Fund (SMIF) Team October 2011 - June 2013
UC Irvine September 2010 - June 2013
UBS November 2012 - January 2013
San Francisco Center for Economic Development June 2012 - September 2012
City of Pleasanton June 2008 - July 2011
Harvey & Company LLC March 2011 - May 2011
Skills
Research, Economics, Leadership, Data Analysis, Public Speaking, Blogging, Management, Financial Modeling, PowerPoint, International Relations, Proposal Writing, Financial Analysis, Access, Public Policy, Microsoft Office, Investments, Statistics, Microsoft Excel, Microsoft Word, Teaching, Finance
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts, Business Economics, International Studies
University of Sussex 2011 — 2011
Human Rights
Foothill High School
Dow Jones March 2015 - Present
Steel Peak Wealth Mangement July 2013 - April 2014
Student Managed Investment Fund (SMIF) Team October 2011 - June 2013
UC Irvine September 2010 - June 2013
UBS November 2012 - January 2013
San Francisco Center for Economic Development June 2012 - September 2012
City of Pleasanton June 2008 - July 2011
Harvey & Company LLC March 2011 - May 2011
Skills
Research, Economics, Leadership, Data Analysis, Public Speaking, Blogging, Management, Financial Modeling, PowerPoint, International Relations, Proposal Writing, Financial Analysis, Access, Public Policy, Microsoft Office, Investments, Statistics, Microsoft Excel, Microsoft Word, Teaching, Finance
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts, Business Economics, International Studies
University of Sussex 2011 — 2011
Human Rights
Foothill High School
Randa Jhu Randa Jhu's UBS Experience March 2009 - Present
Job Registered Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS March 2009 - Present
Merrill Lynch March 2006 - February 2009
Merrill Lynch June 2005 - March 2006
Wells Fargo February 2004 - June 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Investments, Fixed Income
Education
University of California, Irvine 1998 — 2002
BS, Electrical Engineering
UBS March 2009 - Present
Merrill Lynch March 2006 - February 2009
Merrill Lynch June 2005 - March 2006
Wells Fargo February 2004 - June 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Investments, Fixed Income
Education
University of California, Irvine 1998 — 2002
BS, Electrical Engineering
Olivia Gu Olivia Gu's UBS Experience 2014 - 2014
Job Vice President at Voyager Consulting
Industry
Experience
Voyager Consulting August 2015 - Present
Facebook May 2015 - August 2015
Voyager Consulting January 2015 - May 2015
Voyager Consulting October 2014 - December 2014
UBS 2014 - 2014
Monmouth Capital Management, LLC 2014 - 2014
Skills
Bloomberg Terminal, Morningstar, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Python
Education
University of California, Berkeley
B.S. Business Administration
Voyager Consulting August 2015 - Present
Facebook May 2015 - August 2015
Voyager Consulting January 2015 - May 2015
Voyager Consulting October 2014 - December 2014
UBS 2014 - 2014
Monmouth Capital Management, LLC 2014 - 2014
Skills
Bloomberg Terminal, Morningstar, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Python
Education
University of California, Berkeley
B.S. Business Administration
Stefano Sanchez Stefano Sanchez's UBS Experience January 2010 - June 2010
Job Named Account Executive at Konica Minolta Business Solutions U.S.A., Inc.
Industry Consumer Services
Experience
Konica Minolta Business Solutions U.S.A., Inc. April 2014 - Present
Konica Minolta Business Solutions U.S.A., Inc. March 2013 - March 2014
St. Regis Monarch Beach Resort and Spa May 2010 - September 2012
UBS January 2010 - June 2010
St. Regis Monarch Beach Resort and Spa January 2007 - August 2009
St. Regis Monarch Beach Resort and Spa July 2005 - December 2006
Skills
PowerPoint, Microsoft Excel, Sales, Microsoft Office, Accounting, Microsoft Word, Customer Service, Financial Analysis, Event Management, Social Media Marketing, Forecasting, Outlook, Strategic Planning, Salesforce.com, Spanish, Solution Selling, Strategic Partnerships, Hospitality, Marketing Strategy, Customer Satisfaction, Economics, Business Development, Leadership, Lead Generation, Time Management, Marketing, Social Networking, Market Research, CRM, Management, Event Planning, Account Management
Education
University of California, Irvine 2007 — 2011
Bachelor of Science, Business Economics
University Autonoma de Barcelona 2009 — 2009
Business Economics, International Business, European Economy
Konica Minolta Business Solutions U.S.A., Inc. April 2014 - Present
Konica Minolta Business Solutions U.S.A., Inc. March 2013 - March 2014
St. Regis Monarch Beach Resort and Spa May 2010 - September 2012
UBS January 2010 - June 2010
St. Regis Monarch Beach Resort and Spa January 2007 - August 2009
St. Regis Monarch Beach Resort and Spa July 2005 - December 2006
Skills
PowerPoint, Microsoft Excel, Sales, Microsoft Office, Accounting, Microsoft Word, Customer Service, Financial Analysis, Event Management, Social Media Marketing, Forecasting, Outlook, Strategic Planning, Salesforce.com, Spanish, Solution Selling, Strategic Partnerships, Hospitality, Marketing Strategy, Customer Satisfaction, Economics, Business Development, Leadership, Lead Generation, Time Management, Marketing, Social Networking, Market Research, CRM, Management, Event Planning, Account Management
Education
University of California, Irvine 2007 — 2011
Bachelor of Science, Business Economics
University Autonoma de Barcelona 2009 — 2009
Business Economics, International Business, European Economy
Henry (Hank) Wagner Henry (Hank) Wagner's UBS Experience April 2011 - Present
Job Senior Vice President Wealth Management / Senior Portfolio Manager
Industry Financial Services
Experience
UBS April 2011 - Present
Sterne Agee November 2005 - April 2011
Morgan Stanley September 1979 - November 2005
Education
University of California, Berkeley 1974 — 1978
AB, Political Economics
UBS April 2011 - Present
Sterne Agee November 2005 - April 2011
Morgan Stanley September 1979 - November 2005
Education
University of California, Berkeley 1974 — 1978
AB, Political Economics
David (Dai) Jones David (Dai) Jones's UBS Experience 2000 - 2014
Job Senior Software Development Consultant
Industry Information Technology and Services
Experience
X+1 Technologies, Inc. 1994 - Present
Pitney Bowes Software 2012 - 2014
UBS 2000 - 2014
TSG 2010 - 2011
Rogue Wave Software 2001 - 2003
Rogue Wave Software 1998 - 2003
Chase 1999 - 2000
Skills
Unix, Software Development, Integration, Microsoft SQL Server, SSRS, C#, Enterprise Architecture, Testing, C++, Databases, C, Software Project..., Oracle, Software Engineering, Java, Programming, Python, T-SQL, HTML, SDLC, Quality Assurance, Solution Architecture, Ksh, .NET, MySQL, TCL, Device Drivers, SQL Server Management..., csh, Informix, Fortran 95, m4, Unix Shell Scripting, Oracle Enterprise..., odbc, Sybase SQL Anywhere, IIS, XAMPP, Ruby on Rails, Oracle Database, VirtualBox, Ubuntu, PHP, PHPList, PhpMyAdmin, Joomla, Ruby
Education
University of Calgary
Bachelor's Degree, Computer Science
X+1 Technologies, Inc. 1994 - Present
Pitney Bowes Software 2012 - 2014
UBS 2000 - 2014
TSG 2010 - 2011
Rogue Wave Software 2001 - 2003
Rogue Wave Software 1998 - 2003
Chase 1999 - 2000
Skills
Unix, Software Development, Integration, Microsoft SQL Server, SSRS, C#, Enterprise Architecture, Testing, C++, Databases, C, Software Project..., Oracle, Software Engineering, Java, Programming, Python, T-SQL, HTML, SDLC, Quality Assurance, Solution Architecture, Ksh, .NET, MySQL, TCL, Device Drivers, SQL Server Management..., csh, Informix, Fortran 95, m4, Unix Shell Scripting, Oracle Enterprise..., odbc, Sybase SQL Anywhere, IIS, XAMPP, Ruby on Rails, Oracle Database, VirtualBox, Ubuntu, PHP, PHPList, PhpMyAdmin, Joomla, Ruby
Education
University of Calgary
Bachelor's Degree, Computer Science
Hilary Lam Hilary Lam's UBS Experience May 2011 - June 2011
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
Deloitte June 2014 - July 2014
ACG Certified Public Accountants June 2012 - May 2013
Merrill Lynch February 2012 - May 2012
UC Berkeley DeCal September 2011 - December 2011
UBS May 2011 - June 2011
Jing King Technology Holdings Ltd. June 2010 - August 2010
Skills
Excel, Economics, Bloomberg, PowerPoint, Word, English, VBA, Mandarin, Bloomberg Terminal, Cantonese, Microsoft Excel, Auditing, Microsoft Word, French, Partnership Taxation, Corporate Tax, Financial Accounting, GoSystems, Tax, Accounting
Education
Golden Gate University 2013 — 2015
Master of Accountancy
University of California, Berkeley 2010 — 2012
Bachelor of Arts (B.A.), Economics
De Anza College 2008 — 2010
Yew Chung International School 2006 — 2008
Deloitte September 2015 - Present
Deloitte June 2014 - July 2014
ACG Certified Public Accountants June 2012 - May 2013
Merrill Lynch February 2012 - May 2012
UC Berkeley DeCal September 2011 - December 2011
UBS May 2011 - June 2011
Jing King Technology Holdings Ltd. June 2010 - August 2010
Skills
Excel, Economics, Bloomberg, PowerPoint, Word, English, VBA, Mandarin, Bloomberg Terminal, Cantonese, Microsoft Excel, Auditing, Microsoft Word, French, Partnership Taxation, Corporate Tax, Financial Accounting, GoSystems, Tax, Accounting
Education
Golden Gate University 2013 — 2015
Master of Accountancy
University of California, Berkeley 2010 — 2012
Bachelor of Arts (B.A.), Economics
De Anza College 2008 — 2010
Yew Chung International School 2006 — 2008
John M Noble's UBS Experience December 2005 - November 2008
Job Wealth Management Consultant
Industry Management Consulting
Experience
Independent November 2010 - Present
Umpqau Investments December 2008 - October 2010
UBS December 2005 - November 2008
Smith Barney 1983 - 2005
Education
University of California, Los Angeles 1977 — 1979
Economics
Independent November 2010 - Present
Umpqau Investments December 2008 - October 2010
UBS December 2005 - November 2008
Smith Barney 1983 - 2005
Education
University of California, Los Angeles 1977 — 1979
Economics
Cory Smits Cory Smits's UBS Experience May 2008 - September 2008
Job Manager Corporate Sales Team at InsideView, Inc
Industry Computer Software
Experience
InsideView, Inc April 2015 - Present
InsideView, Inc October 2014 - Present
InsideView, Inc February 2013 - Present
InsideView, Inc April 2011 - February 2013
InsideView, Inc May 2010 - April 2011
InsideView, Inc May 2009 - May 2010
UBS May 2008 - September 2008
Kinesys Pharmaceutical May 2007 - September 2008
The Staubach Company May 2006 - September 2006
Skills
Salesforce.com, Marketing Automation, SaaS, Enterprise Software, Solution Selling, Sales Process, Sales, Business Development, New Business Development, Marketing, Sales Operations, Selling, Leadership, Social Media, Competitive Analysis, Business Intelligence, Social Networking, Business Alliances, Cross-functional Team..., Marketing Strategy
Education
University of California, Berkeley 2005 — 2008
Bachelor of Business Administration (B.B.A.)
University of California, Berkeley, Haas School of Business 2005 — 2008
BS, Finance
InsideView, Inc April 2015 - Present
InsideView, Inc October 2014 - Present
InsideView, Inc February 2013 - Present
InsideView, Inc April 2011 - February 2013
InsideView, Inc May 2010 - April 2011
InsideView, Inc May 2009 - May 2010
UBS May 2008 - September 2008
Kinesys Pharmaceutical May 2007 - September 2008
The Staubach Company May 2006 - September 2006
Skills
Salesforce.com, Marketing Automation, SaaS, Enterprise Software, Solution Selling, Sales Process, Sales, Business Development, New Business Development, Marketing, Sales Operations, Selling, Leadership, Social Media, Competitive Analysis, Business Intelligence, Social Networking, Business Alliances, Cross-functional Team..., Marketing Strategy
Education
University of California, Berkeley 2005 — 2008
Bachelor of Business Administration (B.B.A.)
University of California, Berkeley, Haas School of Business 2005 — 2008
BS, Finance
Vicki Hsu Vicki Hsu's UBS Experience November 2011 - February 2012
Job Associate Product Manager at IPG Mediabrands
Industry Marketing and Advertising
Experience
IPG Mediabrands July 2015 - Present
IPG Mediabrands January 2015 - June 2015
TubeMogul, Inc. June 2014 - December 2014
Crystal Entertainment October 2012 - June 2014
Center for Asian American Media October 2012 - April 2013
UBS November 2011 - February 2012
TaiwaneseAmerican.org May 2011 - February 2012
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.)
Milpitas High School 2006 — 2010
IPG Mediabrands July 2015 - Present
IPG Mediabrands January 2015 - June 2015
TubeMogul, Inc. June 2014 - December 2014
Crystal Entertainment October 2012 - June 2014
Center for Asian American Media October 2012 - April 2013
UBS November 2011 - February 2012
TaiwaneseAmerican.org May 2011 - February 2012
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.)
Milpitas High School 2006 — 2010
Meena R Krishnan Meena R Krishnan's UBS Experience December 2007 - May 2009
Job Senior Retirement Plan Administrator(Global Ops) Charles Schwab, Austin, TX
Industry Financial Services
Experience
TD Ameritrade August 2010 - July 2012
Hugh Bowen Associates Research February 2000 - August 2010
UBS December 2007 - May 2009
Wells Fargo September 2005 - May 2007
HSBC April 2003 - August 2005
Skills
Credit, Relationship Management, Fixed Income, Portfolio Management, Banking, Financial Modeling, Finance, Data Analysis, Microsoft Excel, Investments, Underwriting, Forecasting, Risk Management, Insurance, Series 7 and 66, Financial Services, Analysis, Marketing
Education
UC Berkeley 2009 — 2010
Advanced Certificate in Finance, Finance, A
FINRA 2007 — 2007
Series 7 and Series 66, Securities Licensing
University of Madras(Chennai, India) 1995 — 1997
MBA, Finance, Banking and Financial Management Services, A+
TD Ameritrade August 2010 - July 2012
Hugh Bowen Associates Research February 2000 - August 2010
UBS December 2007 - May 2009
Wells Fargo September 2005 - May 2007
HSBC April 2003 - August 2005
Skills
Credit, Relationship Management, Fixed Income, Portfolio Management, Banking, Financial Modeling, Finance, Data Analysis, Microsoft Excel, Investments, Underwriting, Forecasting, Risk Management, Insurance, Series 7 and 66, Financial Services, Analysis, Marketing
Education
UC Berkeley 2009 — 2010
Advanced Certificate in Finance, Finance, A
FINRA 2007 — 2007
Series 7 and Series 66, Securities Licensing
University of Madras(Chennai, India) 1995 — 1997
MBA, Finance, Banking and Financial Management Services, A+
Patrick Lizza Patrick Lizza's UBS Experience October 2011 - Present
Job Financial Advisor UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS October 2011 - Present
Education
University of California, Berkeley 1986 — 1990
BA, History
UBS October 2011 - Present
Education
University of California, Berkeley 1986 — 1990
BA, History
Pamela Bennett's UBS Experience 1994 - 2002
Job Managing Director at First Republic Investment Management
Industry
Experience
First Republic Bank June 2010 - Present
City National Bank March 2002 - June 2010
UBS 1994 - 2002
Wells Fargo 1988 - 1994
Skills
Wealth Management, Private Banking, High Net Worth..., Portfolio Management, Investments, Investment Advisory, Commercial Lending, Investment Management
Education
UCLA
PFP, Financial Planning and Services
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Communication and Media Studies
First Republic Bank June 2010 - Present
City National Bank March 2002 - June 2010
UBS 1994 - 2002
Wells Fargo 1988 - 1994
Skills
Wealth Management, Private Banking, High Net Worth..., Portfolio Management, Investments, Investment Advisory, Commercial Lending, Investment Management
Education
UCLA
PFP, Financial Planning and Services
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Communication and Media Studies
Ghislaine Little's UBS Experience December 2013 - Present
Job UBS
Industry Investment Management
Experience
UBS December 2013 - Present
UBS Financial Services November 2011 - December 2013
WorldQuant LLC December 2010 - November 2011
Education
University of California, Berkeley 2005 — 2009
Bachelor of Arts, Political Economics of Industrialized Societies
UBS December 2013 - Present
UBS Financial Services November 2011 - December 2013
WorldQuant LLC December 2010 - November 2011
Education
University of California, Berkeley 2005 — 2009
Bachelor of Arts, Political Economics of Industrialized Societies
Claudia Dunsmore Claudia Dunsmore's UBS Experience 1992 - 1994
Job Residential Mortgage Loan Officer, NMLS# 767608 at Village Mortgage Company
Industry Financial Services
Experience
Village Mortgage Company June 2015 - Present
Residential Mortgage Services, Inc. -- NMLS#1760 June 2014 - February 2015
PrimeLending November 2013 - April 2014
United Mortgage Finance February 2012 - November 2013
Thomson Reuters 1994 - 2002
UBS 1992 - 1994
Skills
Series 7, Banking, Loan Origination, Real Estate, Mortgage Lending, FHA, Short Sales, First Time Home Buyers, Asset Management, Mortgage Banking, Asset Managment, Account Reconciliation, Budgets, Foreclosures, Credit, Loans, Finance, Refinance, Alternative Investments, Financial Reporting, Accounting, Residential Mortgages, Single Family Homes, Condos, Small Business, Sellers, Financial Analysis, Investments, Loss Mitigation, Fixed Income, Financial Services, Portfolio Management, Securities, Financial Markets, Strategic Financial..., Referrals, Equities
Education
University of California, Berkeley 1984 — 1988
Bachelor of Arts (B.A.), International Economy
Village Mortgage Company June 2015 - Present
Residential Mortgage Services, Inc. -- NMLS#1760 June 2014 - February 2015
PrimeLending November 2013 - April 2014
United Mortgage Finance February 2012 - November 2013
Thomson Reuters 1994 - 2002
UBS 1992 - 1994
Skills
Series 7, Banking, Loan Origination, Real Estate, Mortgage Lending, FHA, Short Sales, First Time Home Buyers, Asset Management, Mortgage Banking, Asset Managment, Account Reconciliation, Budgets, Foreclosures, Credit, Loans, Finance, Refinance, Alternative Investments, Financial Reporting, Accounting, Residential Mortgages, Single Family Homes, Condos, Small Business, Sellers, Financial Analysis, Investments, Loss Mitigation, Fixed Income, Financial Services, Portfolio Management, Securities, Financial Markets, Strategic Financial..., Referrals, Equities
Education
University of California, Berkeley 1984 — 1988
Bachelor of Arts (B.A.), International Economy
Tom Baldinette Tom Baldinette's UBS Experience March 2007 - June 2008
Job Agent
Industry Insurance
Experience
LTC Financial Partners 2010 - Present
UBS March 2007 - June 2008
Robert W. Baird & Co. June 1989 - January 1997
Northwestern Mutual Financial Services January 1989 - January 1997
Lord & Taylor January 1983 - June 1987
Skills
Small Business, Non-profits, Long Term Care, Insurance, Retirement Planning, Employee Benefits, Long-term Care
Education
University of Bridgeport
B.S., School of Business
LTC Financial Partners 2010 - Present
UBS March 2007 - June 2008
Robert W. Baird & Co. June 1989 - January 1997
Northwestern Mutual Financial Services January 1989 - January 1997
Lord & Taylor January 1983 - June 1987
Skills
Small Business, Non-profits, Long Term Care, Insurance, Retirement Planning, Employee Benefits, Long-term Care
Education
University of Bridgeport
B.S., School of Business
Partha Sil Partha Sil's UBS Experience July 2006 - June 2007
Job Principal, Software Engineering at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation January 2014 - Present
Bloomberg LP April 2013 - January 2014
Cantor Fitzgerald June 2007 - April 2013
UBS July 2006 - June 2007
Intel Corporation March 2005 - June 2006
Oracle May 2004 - March 2005
Siemens July 1999 - April 2004
Skills
Perl, Software Development, Python, Algorithms, Unix, Design Patterns, .NET, Distributed Systems, C++, Agile Methodologies, STL, Java, SQL, Trading Systems, C#, XML, Java Enterprise Edition, Web Services, Market Data
Education
Jadavpur University 1996 — 1999
Bachelor of Technology (B.Tech.), Instrumentation and Electronics Engineering
University of Calcutta 1992 — 1995
Bachelor of Science (B.Sc.), Physics
E*TRADE Financial Corporation January 2014 - Present
Bloomberg LP April 2013 - January 2014
Cantor Fitzgerald June 2007 - April 2013
UBS July 2006 - June 2007
Intel Corporation March 2005 - June 2006
Oracle May 2004 - March 2005
Siemens July 1999 - April 2004
Skills
Perl, Software Development, Python, Algorithms, Unix, Design Patterns, .NET, Distributed Systems, C++, Agile Methodologies, STL, Java, SQL, Trading Systems, C#, XML, Java Enterprise Edition, Web Services, Market Data
Education
Jadavpur University 1996 — 1999
Bachelor of Technology (B.Tech.), Instrumentation and Electronics Engineering
University of Calcutta 1992 — 1995
Bachelor of Science (B.Sc.), Physics
Craig W. Smith Craig W. Smith's UBS Experience 2004 - 2008
Job Partner and General Counsel at Robbins Arroyo LLP
Industry Law Practice
Experience
Robbins Arroyo LLP 2008 - Present
UBS 2004 - 2008
O'Melveny & Myers LLP 1992 - 2002
Education
Yale Law School 1989 — 1992
Doctor of Law (JD)
University of California, Berkeley 1984 — 1988
Bachelor of Arts (BA), Political Science
Robbins Arroyo LLP 2008 - Present
UBS 2004 - 2008
O'Melveny & Myers LLP 1992 - 2002
Education
Yale Law School 1989 — 1992
Doctor of Law (JD)
University of California, Berkeley 1984 — 1988
Bachelor of Arts (BA), Political Science
Chris Chavez's UBS Experience June 2013 - Present
Job Senior Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS June 2013 - Present
Delegate Advisors February 2012 - June 2013
Brownson, Rehmus & Foxworth June 2008 - February 2012
Education
Haas School of Business, UC Berkeley 2011 — 2013
M.B.A., Finance
University of California, Berkeley 2004 — 2008
B.A., Economics
2015 Level III Candidate in the CFA Program
UBS June 2013 - Present
Delegate Advisors February 2012 - June 2013
Brownson, Rehmus & Foxworth June 2008 - February 2012
Education
Haas School of Business, UC Berkeley 2011 — 2013
M.B.A., Finance
University of California, Berkeley 2004 — 2008
B.A., Economics
2015 Level III Candidate in the CFA Program
Stella D. Misomali's UBS Experience 2006 - 2006
Job Trade Finance Officer at Mercuria Energy Trading Inc.
Industry Oil & Energy
Experience
Mercuria Energy Trading S.A. November 2011 - Present
Louis Dreyfus Highbridge Energy December 2010 - November 2011
Louis Dreyfus Highbridge Energy June 2008 - December 2010
Louis Dreyfus Highbridge Energy November 2006 - June 2008
UBS 2006 - 2006
Skills
Financial Modeling, Business Intelligence, Analysis, Project Management, Trading
Education
University of Bridgeport 2004 — 2006
Bachelor of Science, International Business
Mercuria Energy Trading S.A. November 2011 - Present
Louis Dreyfus Highbridge Energy December 2010 - November 2011
Louis Dreyfus Highbridge Energy June 2008 - December 2010
Louis Dreyfus Highbridge Energy November 2006 - June 2008
UBS 2006 - 2006
Skills
Financial Modeling, Business Intelligence, Analysis, Project Management, Trading
Education
University of Bridgeport 2004 — 2006
Bachelor of Science, International Business
Nicole Ballin's UBS Experience January 2003 - May 2006
Job Independent Social Enterprise Consultant
Industry Environmental Services
Experience
Unreasonable Institute June 2014 - Present
Independent consultant April 2014 - Present
True2o 2012 - Present
UpEnergy November 2010 - April 2014
Haas School of Business 2008 - 2010
Refill Revolution 2008 - 2010
Imagine H2O May 2009 - September 2009
Deutsche Bank November 2006 - June 2008
UBS January 2003 - May 2006
Skills
Financial Modeling, Emerging Markets, Strategy, Microfinance, Social Entrepreneurship, Start-ups, Business Strategy, Valuation, Financial Analysis, Business Development, Entrepreneurship, Strategic Planning, Program Management, Due Diligence, Business Planning, Consulting, Fundraising
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2010
MBA
University of California, Los Angeles
BA, International Economics
Unreasonable Institute June 2014 - Present
Independent consultant April 2014 - Present
True2o 2012 - Present
UpEnergy November 2010 - April 2014
Haas School of Business 2008 - 2010
Refill Revolution 2008 - 2010
Imagine H2O May 2009 - September 2009
Deutsche Bank November 2006 - June 2008
UBS January 2003 - May 2006
Skills
Financial Modeling, Emerging Markets, Strategy, Microfinance, Social Entrepreneurship, Start-ups, Business Strategy, Valuation, Financial Analysis, Business Development, Entrepreneurship, Strategic Planning, Program Management, Due Diligence, Business Planning, Consulting, Fundraising
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2010
MBA
University of California, Los Angeles
BA, International Economics
Carl Mason Carl Mason's UBS Experience July 2010 - May 2014
Job Senior Market Risk Officer at Wells Fargo
Industry Investment Banking
Experience
UBS July 2010 - May 2014
BNP Paribas 2008 - July 2010
Morgan Stanley 2006 - 2008
Deutsche Bank 2003 - 2006
UBS 1995 - 2003
Skills
Quantitative Investing, Derivatives, Equity Derivatives, Equities, Strategy, Options, Structured Products, FX Options, Trading, Volatility, Hedge Funds, Quantitative Finance, Fixed Income, Swaps
Education
University of Bristol 1991 — 1995
PhD, Physics
University of Bristol 1988 — 1991
BSc, Physics, 1st Class
UBS July 2010 - May 2014
BNP Paribas 2008 - July 2010
Morgan Stanley 2006 - 2008
Deutsche Bank 2003 - 2006
UBS 1995 - 2003
Skills
Quantitative Investing, Derivatives, Equity Derivatives, Equities, Strategy, Options, Structured Products, FX Options, Trading, Volatility, Hedge Funds, Quantitative Finance, Fixed Income, Swaps
Education
University of Bristol 1991 — 1995
PhD, Physics
University of Bristol 1988 — 1991
BSc, Physics, 1st Class
Maria Frei-Nipp Maria Frei-Nipp's UBS Experience 1981 - 1988
Job Owner, ImmobilienFrei AG, Vaduz Immobilienberatung und Verkauf
Industry Real Estate
Experience
Immobilien-Frei AG, Vaduz 1996 - Present
Flughafen Immobilien Gesellschaft 1988 - 1991
UBS 1981 - 1988
Skills
Real Estate, Negotiation, Selling, Sales, Customer Service, Marketing, Sales Management, Investment Properties, Contract Negotiation, Sellers, New Business Development, Marketing Strategy, First Time Home Buyers, Account Management, Residential Homes, Strategic Planning, Microsoft Office, Management, Short Sales, Relocation, Marketingstrategie, Kundendienst, Gesprächsführung, Strategische Planung, Immobilien, Vertrieb, Unternehmensführung
Education
AKAD , Eidg. dipl. Bankbeamtin 1984 — 1987
Eidg. dipl. Bankbeamtin, Kredite/Hypotheken
ELS Language Center California 1979 — 1980
Certificate of Proficiency
University of California, Los Angeles 1979 — 1980
Economy, History, Philosophy, Psychology
Liechtensteinische Landesbank, Vaduz 1976 — 1979
Eidg.dipl. Bankkauffrau
Immobilien-Frei AG, Vaduz 1996 - Present
Flughafen Immobilien Gesellschaft 1988 - 1991
UBS 1981 - 1988
Skills
Real Estate, Negotiation, Selling, Sales, Customer Service, Marketing, Sales Management, Investment Properties, Contract Negotiation, Sellers, New Business Development, Marketing Strategy, First Time Home Buyers, Account Management, Residential Homes, Strategic Planning, Microsoft Office, Management, Short Sales, Relocation, Marketingstrategie, Kundendienst, Gesprächsführung, Strategische Planung, Immobilien, Vertrieb, Unternehmensführung
Education
AKAD , Eidg. dipl. Bankbeamtin 1984 — 1987
Eidg. dipl. Bankbeamtin, Kredite/Hypotheken
ELS Language Center California 1979 — 1980
Certificate of Proficiency
University of California, Los Angeles 1979 — 1980
Economy, History, Philosophy, Psychology
Liechtensteinische Landesbank, Vaduz 1976 — 1979
Eidg.dipl. Bankkauffrau
Annie Endozo Annie Endozo's UBS Experience 2007 - March 2011
Job Manager at Baker Street Advisors
Industry Financial Services
Experience
Baker Street Advisors April 2013 - Present
Wetherby Asset Management April 2011 - March 2013
UBS 2007 - March 2011
UBS 2006 - 2007
UBS 2004 - 2006
Skills
Asset Allocation, Equities, Investments, Fixed Income, Strategic Financial..., Wealth Management..., Alternative Investments, Wealth Management, Asset Managment, Hedge Funds, Mutual Funds, Portfolio Management, Personal Financial..., Bloomberg, Estate Tax Planning, Socially Responsible...
Education
University of California, Berkeley
Bachelors of Arts, Physics
Baker Street Advisors April 2013 - Present
Wetherby Asset Management April 2011 - March 2013
UBS 2007 - March 2011
UBS 2006 - 2007
UBS 2004 - 2006
Skills
Asset Allocation, Equities, Investments, Fixed Income, Strategic Financial..., Wealth Management..., Alternative Investments, Wealth Management, Asset Managment, Hedge Funds, Mutual Funds, Portfolio Management, Personal Financial..., Bloomberg, Estate Tax Planning, Socially Responsible...
Education
University of California, Berkeley
Bachelors of Arts, Physics
Carina Keshishian Carina Keshishian's UBS Experience December 2014 - Present
Job Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS December 2014 - Present
UBS December 2014 - Present
UBS October 2013 - Present
Merrill Lynch August 2011 - October 2013
Bank of America October 2007 - October 2008
Education
University of California, Irvine 2008 — 2011
Bachelor of Arts (B.A.), Economics
UBS December 2014 - Present
UBS December 2014 - Present
UBS October 2013 - Present
Merrill Lynch August 2011 - October 2013
Bank of America October 2007 - October 2008
Education
University of California, Irvine 2008 — 2011
Bachelor of Arts (B.A.), Economics
Marland Zanders Marland Zanders's UBS Experience March 2001 - July 2002
Job Manager, HRIS Data Center at CBS Corporation
Industry Human Resources
Experience
CBS Corporation April 2010 - Present
Unilever May 2008 - May 2009
Unilever North America July 2007 - May 2009
Unilever 2002 - July 2007
UBS March 2001 - July 2002
Leafstone Corestaff March 2001 - May 2002
Dial America Marketing April 2000 - March 2001
FYE (music & video retail store) November 1997 - April 2000
Skills
Human Resources, PeopleSoft, Project Management, Process Improvement, Vendor Management, Performance Management, Business Analysis, Analysis, SDLC, Training, Team Leadership, Data Analysis, HRIS, Outsourcing, Interviews, Talent Management, Security, Leadership
Education
University of Bridgeport 1991 — 1995
BS, Marketing and Statistic
NYMA 1986 — 1990
Diploma, JROTC
CBS Corporation April 2010 - Present
Unilever May 2008 - May 2009
Unilever North America July 2007 - May 2009
Unilever 2002 - July 2007
UBS March 2001 - July 2002
Leafstone Corestaff March 2001 - May 2002
Dial America Marketing April 2000 - March 2001
FYE (music & video retail store) November 1997 - April 2000
Skills
Human Resources, PeopleSoft, Project Management, Process Improvement, Vendor Management, Performance Management, Business Analysis, Analysis, SDLC, Training, Team Leadership, Data Analysis, HRIS, Outsourcing, Interviews, Talent Management, Security, Leadership
Education
University of Bridgeport 1991 — 1995
BS, Marketing and Statistic
NYMA 1986 — 1990
Diploma, JROTC
Russell Stuart Russell Stuart's UBS Experience June 2007 - August 2007
Job Equity Research Analyst at Wellington Management
Industry Research
Experience
Fidelity International August 2008 - April 2014
UBS June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
Skills
Logistics, Ports, Equity Research, Valuation, Financial Modeling, Asset Managment, Investments, Equity Valuation, Equities, Emerging Markets, Bloomberg, Commodity, Investment Banking, Private Equity, Portfolio Management, Corporate Finance, Hedge Funds, Asset Allocation, Capital Markets, Economics
Education
University of Bristol 2003 — 2007
Bachelor of Arts, Ancient History
Fidelity International August 2008 - April 2014
UBS June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
Skills
Logistics, Ports, Equity Research, Valuation, Financial Modeling, Asset Managment, Investments, Equity Valuation, Equities, Emerging Markets, Bloomberg, Commodity, Investment Banking, Private Equity, Portfolio Management, Corporate Finance, Hedge Funds, Asset Allocation, Capital Markets, Economics
Education
University of Bristol 2003 — 2007
Bachelor of Arts, Ancient History
Donatas Ivanavicius Donatas Ivanavicius's UBS Experience June 2006 - May 2009
Job Client Onboarding for FX Business at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2012 - Present
Citi January 2012 - June 2012
JPMorgan August 2009 - September 2011
UBS June 2006 - May 2009
UBS Investment Bank October 2003 - September 2006
Education
University of Bridgeport 2001 — 2004
Master of Business Administration (MBA), Finance
Kaunas University Of Technology 1995 — 2000
Mechanical Engineering
Credit Suisse June 2012 - Present
Citi January 2012 - June 2012
JPMorgan August 2009 - September 2011
UBS June 2006 - May 2009
UBS Investment Bank October 2003 - September 2006
Education
University of Bridgeport 2001 — 2004
Master of Business Administration (MBA), Finance
Kaunas University Of Technology 1995 — 2000
Mechanical Engineering
Emily Chan, CFP® Emily Chan, CFP®'s UBS Experience December 2010 - Present
Job Vice President Wealth Management, Portfolio Manager, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS December 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
Premier Banking and Investments at Bank of America 2006 - 2007
Charles Schwab 2003 - 2006
Education
University of California, Berkeley 2004 — 2006
Certificate, Personal Financial Planning, awarded with Distinction
University of California, Berkeley 1997 — 2001
Bachelor of Arts, Mass Communications
UBS December 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
Premier Banking and Investments at Bank of America 2006 - 2007
Charles Schwab 2003 - 2006
Education
University of California, Berkeley 2004 — 2006
Certificate, Personal Financial Planning, awarded with Distinction
University of California, Berkeley 1997 — 2001
Bachelor of Arts, Mass Communications
Anna Morales's UBS Experience 2015 - Present
Job Investment Banking Summer Analyst at UBS
Industry
Experience
UBS 2015 - Present
The Daily Californian January 2013 - August 2015
EY May 2014 - August 2014
Morgan Stanley Wealth Management January 2014 - May 2014
Office of Governor Edmund G. Brown, Jr. May 2013 - August 2013
Skills
Sales, Spanish, Social Media, PowerPoint, Microsoft Word, Microsoft Office, French, Microsoft Excel, Customer Service, Social Media Marketing, Facebook, Accounting, QuickBooks, Marketing, Events, Windows, Writing, Sustainability..., Public Speaking, Research, Media Technology, Valuation, Financial Modeling, Financial Statement..., Investment Banking, Networking, Teamwork
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Central Valley High School 2008 — 2012
High School Diploma
UBS 2015 - Present
The Daily Californian January 2013 - August 2015
EY May 2014 - August 2014
Morgan Stanley Wealth Management January 2014 - May 2014
Office of Governor Edmund G. Brown, Jr. May 2013 - August 2013
Skills
Sales, Spanish, Social Media, PowerPoint, Microsoft Word, Microsoft Office, French, Microsoft Excel, Customer Service, Social Media Marketing, Facebook, Accounting, QuickBooks, Marketing, Events, Windows, Writing, Sustainability..., Public Speaking, Research, Media Technology, Valuation, Financial Modeling, Financial Statement..., Investment Banking, Networking, Teamwork
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Central Valley High School 2008 — 2012
High School Diploma
Juan Casanova Juan Casanova's UBS Experience July 2005 - August 2005
Job Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2013 - May 2015
JP Morgan July 2010 - July 2013
GE June 2009 - August 2009
Citibank June 2008 - August 2008
Citibank June 2007 - August 2007
UBS July 2005 - August 2005
Skills
Spanish, Fluent Spanish
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Connecticut 2006 — 2010
BS, Finance Major, Economics Minor, Urban & Community Studies Minor
J.P. Morgan July 2013 - May 2015
JP Morgan July 2010 - July 2013
GE June 2009 - August 2009
Citibank June 2008 - August 2008
Citibank June 2007 - August 2007
UBS July 2005 - August 2005
Skills
Spanish, Fluent Spanish
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Connecticut 2006 — 2010
BS, Finance Major, Economics Minor, Urban & Community Studies Minor
David Neeve David Neeve's UBS Experience March 2009 - Present
Job CFP® and Vice President – Wealth Management at UBS
Industry Investment Management
Experience
UBS March 2009 - Present
Morgan Stanley April 2002 - March 2009
Providian Financial February 1999 - April 2002
Education
University of Southern California - Marshall School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Business & Entrepreneurship
University of California, Davis 1986 — 1990
BA, Economics
University of California, Davis 1986 — 1990
BA, International Relations
UBS March 2009 - Present
Morgan Stanley April 2002 - March 2009
Providian Financial February 1999 - April 2002
Education
University of Southern California - Marshall School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Business & Entrepreneurship
University of California, Davis 1986 — 1990
BA, Economics
University of California, Davis 1986 — 1990
BA, International Relations
Peter Christenson, CFA®, CRPC®, CDFA™ Peter Christenson, CFA®, CRPC®, CDFA™'s UBS Experience December 2000 - May 2009
Job Financial Advisor and Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial May 2009 - Present
UBS December 2000 - May 2009
Education
UC Irvine 1970 — 1977
MA, Mathematics
Ameriprise Financial May 2009 - Present
UBS December 2000 - May 2009
Education
UC Irvine 1970 — 1977
MA, Mathematics
Sharad Jazzwall Sharad Jazzwall's UBS Experience January 2004 - Present
Job Owner, Jazzwall Inc.
Industry Information Technology and Services
Experience
Credit-Suisse January 2010 - Present
Jazzwall Arts January 2006 - Present
Jazzwall Inc. January 2005 - Present
UBS January 2004 - Present
IT Mentors, Inc. January 2004 - Present
Microsoft August 2004 - March 2011
Booz Allen Hamilton 2009 January 2009 - December 2009
UBS January 2003 - December 2007
UBS 2003-2007 January 2003 - December 2007
Skills
SharePoint, Web Services, .NET, C#, SOA, ASP.NET, Web Applications, AJAX, Visual Studio, Java, VB.NET, OOP, WCF, Software Engineering, Architectures
Education
University of California 2001 — 2003
Bachelors, Information and Computer Science
University of California, Irvine 2001 — 2003
BS, Computer Science
Credit-Suisse January 2010 - Present
Jazzwall Arts January 2006 - Present
Jazzwall Inc. January 2005 - Present
UBS January 2004 - Present
IT Mentors, Inc. January 2004 - Present
Microsoft August 2004 - March 2011
Booz Allen Hamilton 2009 January 2009 - December 2009
UBS January 2003 - December 2007
UBS 2003-2007 January 2003 - December 2007
Skills
SharePoint, Web Services, .NET, C#, SOA, ASP.NET, Web Applications, AJAX, Visual Studio, Java, VB.NET, OOP, WCF, Software Engineering, Architectures
Education
University of California 2001 — 2003
Bachelors, Information and Computer Science
University of California, Irvine 2001 — 2003
BS, Computer Science
Jessica Sheer Jessica Sheer's UBS Experience January 2009 - April 2009
Job
Industry Primary/Secondary Education
Experience
Tahoe Truckee Unified Schl Dst October 2014 - Present
Ventura Unified School District December 2013 - June 2014
Outward Bound California May 2013 - September 2013
Modern Eats April 2012 - April 2013
Northern California Psychiatric Society June 2010 - April 2012
Partner Fund Management (PFM) October 2009 - June 2010
UBS January 2009 - April 2009
Gryphon Capital Management, LLC May 2007 - November 2008
Confrérie des Chevaliers du Tastevin 2007 - 2008
Zuni Cafe October 2006 - May 2007
Skills
Microsoft Excel, Customer Service, Outlook, Financial Analysis, Human Resources, Data Entry, QuickBooks, Accounting, Editing
Education
University of California, Davis 2000 — 2005
Bachelor of Science, Psychology
Tahoe Truckee Unified Schl Dst October 2014 - Present
Ventura Unified School District December 2013 - June 2014
Outward Bound California May 2013 - September 2013
Modern Eats April 2012 - April 2013
Northern California Psychiatric Society June 2010 - April 2012
Partner Fund Management (PFM) October 2009 - June 2010
UBS January 2009 - April 2009
Gryphon Capital Management, LLC May 2007 - November 2008
Confrérie des Chevaliers du Tastevin 2007 - 2008
Zuni Cafe October 2006 - May 2007
Skills
Microsoft Excel, Customer Service, Outlook, Financial Analysis, Human Resources, Data Entry, QuickBooks, Accounting, Editing
Education
University of California, Davis 2000 — 2005
Bachelor of Science, Psychology
Andrew Seid's UBS Experience June 2010 - June 2012
Job Healthcare Investment Banking at Leerink Partners LLC
Industry Financial Services
Experience
Leerink Partners July 2013 - Present
Genentech July 2012 - May 2013
UBS June 2010 - June 2012
BNP Paribas July 2008 - June 2010
Credit Suisse July 2006 - June 2008
MedImmune Vaccines June 1999 - September 1999
Skills
Investment Banking, Equities, Financial Modeling, Valuation, Factset, Bloomberg, Emerging Markets, Financial Analysis, Due Diligence, Corporate Finance, Account Management, Relationship..., Asian Equities, Excel, Biotech / Biopharma, Salesmanship, DCF, French, Italian, International Business...
Education
University of California, Berkeley 2001 — 2005
B.A., Molecular & Cell Biology
University of California, Berkeley 2001 — 2005
B.A., Economics
Lick-Wilmerding 1998 — 2001
HS
Leerink Partners July 2013 - Present
Genentech July 2012 - May 2013
UBS June 2010 - June 2012
BNP Paribas July 2008 - June 2010
Credit Suisse July 2006 - June 2008
MedImmune Vaccines June 1999 - September 1999
Skills
Investment Banking, Equities, Financial Modeling, Valuation, Factset, Bloomberg, Emerging Markets, Financial Analysis, Due Diligence, Corporate Finance, Account Management, Relationship..., Asian Equities, Excel, Biotech / Biopharma, Salesmanship, DCF, French, Italian, International Business...
Education
University of California, Berkeley 2001 — 2005
B.A., Molecular & Cell Biology
University of California, Berkeley 2001 — 2005
B.A., Economics
Lick-Wilmerding 1998 — 2001
HS
Teri Bradley's UBS Experience April 2004 - November 2005
Job Paralegal at Haapala, Thompson & Abern, LLP
Industry Law Practice
Experience
Haapala, Thompson & Abern January 2014 - Present
Solar4America PetersenDean December 2012 - January 2014
Haapala, Thompson & Abern, LLP August 2009 - December 2012
HomeServe USA December 2005 - August 2009
UBS April 2004 - November 2005
Scale8 October 2000 - March 2003
Skills
Civil Litigation, Litigation, Legal Writing, Legal Research
Education
University of California, Berkeley 1977 — 1980
Haapala, Thompson & Abern January 2014 - Present
Solar4America PetersenDean December 2012 - January 2014
Haapala, Thompson & Abern, LLP August 2009 - December 2012
HomeServe USA December 2005 - August 2009
UBS April 2004 - November 2005
Scale8 October 2000 - March 2003
Skills
Civil Litigation, Litigation, Legal Writing, Legal Research
Education
University of California, Berkeley 1977 — 1980
Nupur Behl's UBS Experience May 2012 - July 2013
Job Analyst at Roth Capital Partners
Industry Financial Services
Experience
Roth Capital Partners April 2014 - Present
Roth Capital Partners July 2013 - April 2014
UBS May 2012 - July 2013
World Trade Printing Co July 2012 - October 2012
Crystal Cove Wealth Management, LLC February 2012 - May 2012
Healthsource Global Staffing June 2011 - December 2011
Claire's Accessories June 2011 - September 2011
Bollywood Boutique September 2008 - September 2010
Skills
Economics, Financial Analysis, Corporate Finance, Investment Banking, Investments, Econometrics, Marketing, Financial Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Management, Microsoft Office, Sales, Macroeconomics, Capital IQ, Thompson One, Finance, Statistics
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Economics, Minor in Management
American High School 2006 — 2010
Roth Capital Partners April 2014 - Present
Roth Capital Partners July 2013 - April 2014
UBS May 2012 - July 2013
World Trade Printing Co July 2012 - October 2012
Crystal Cove Wealth Management, LLC February 2012 - May 2012
Healthsource Global Staffing June 2011 - December 2011
Claire's Accessories June 2011 - September 2011
Bollywood Boutique September 2008 - September 2010
Skills
Economics, Financial Analysis, Corporate Finance, Investment Banking, Investments, Econometrics, Marketing, Financial Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Management, Microsoft Office, Sales, Macroeconomics, Capital IQ, Thompson One, Finance, Statistics
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Economics, Minor in Management
American High School 2006 — 2010
Maryam Shariat's UBS Experience September 2013 - Present
Job Connecting people, programs and products to purpose at UBS (and beyond!)
Industry Philanthropy
Experience
UBS September 2013 - Present
Old Navy (a Gap Inc. Company) August 2012 - August 2013
Gap Inc. August 2011 - August 2012
Gap Inc March 2010 - July 2011
Gap Inc. May 2008 - March 2010
Old Navy June 2007 - May 2008
T Mitchell Engineers January 2007 - July 2007
National AIDS Marathon Training Program June 2006 - January 2007
World Affairs Council of Northern California July 2006 - September 2006
Nordstrom May 2004 - September 2005
Skills
Event Management, Philanthropy, Social Media, Office Management, Microsoft Office, Event Planning, Facebook, Marketing, Volunteer Management, Corporate Social..., Community Investment, Customer Service, Leadership, Training, Marketing Communications, Nonprofits, Program Management, Project Management
Education
University of California, Berkeley 2003 — 2007
Bachelor of the Arts
UBS September 2013 - Present
Old Navy (a Gap Inc. Company) August 2012 - August 2013
Gap Inc. August 2011 - August 2012
Gap Inc March 2010 - July 2011
Gap Inc. May 2008 - March 2010
Old Navy June 2007 - May 2008
T Mitchell Engineers January 2007 - July 2007
National AIDS Marathon Training Program June 2006 - January 2007
World Affairs Council of Northern California July 2006 - September 2006
Nordstrom May 2004 - September 2005
Skills
Event Management, Philanthropy, Social Media, Office Management, Microsoft Office, Event Planning, Facebook, Marketing, Volunteer Management, Corporate Social..., Community Investment, Customer Service, Leadership, Training, Marketing Communications, Nonprofits, Program Management, Project Management
Education
University of California, Berkeley 2003 — 2007
Bachelor of the Arts
Neil Purohit Neil Purohit's UBS Experience May 2012 - May 2013
Job Student at UC Berkeley
Industry Financial Services
Experience
Bank of the West June 2014 - August 2014
LaunchPad Central May 2013 - August 2013
UBS May 2012 - May 2013
US Sports Coaching June 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java, English, Python, Social Networking, Data Analysis, Computer Networking, Artificial Intelligence, C, C++
Education
UC Berkeley 2011 — 2015
BA, Computer Science/Economics
Bank of the West June 2014 - August 2014
LaunchPad Central May 2013 - August 2013
UBS May 2012 - May 2013
US Sports Coaching June 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java, English, Python, Social Networking, Data Analysis, Computer Networking, Artificial Intelligence, C, C++
Education
UC Berkeley 2011 — 2015
BA, Computer Science/Economics
Ray Xu Ray Xu's UBS Experience June 2014 - August 2014
Job Research Associate at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments July 2015 - Present
UBS June 2014 - August 2014
Associated Students of the University of California July 2013 - May 2014
UC Berkeley September 2011 - December 2013
Skills
Cpr Certified, First Aid, AED, Mandarin, Photoshop, PowerPoint, Microsoft Office, Data Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (BS), Economics
Singapore American School 2008 — 2011
Franklin Templeton Investments July 2015 - Present
UBS June 2014 - August 2014
Associated Students of the University of California July 2013 - May 2014
UC Berkeley September 2011 - December 2013
Skills
Cpr Certified, First Aid, AED, Mandarin, Photoshop, PowerPoint, Microsoft Office, Data Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (BS), Economics
Singapore American School 2008 — 2011
Andrei Kopelevich Andrei Kopelevich's UBS Experience July 2011 - October 2011
Job Carrier Operations Manager at Zenefits
Industry Financial Services
Experience
Zenefits May 2013 - Present
SigFig November 2011 - May 2013
UBS July 2011 - October 2011
UCLA May 2008 - August 2009
Skills
Data Analysis, Economics, Research, DJ, SQL, Statistical Programming, SAS, Technical Writing, R, SPSS, Stata, Data Mining, Time Series Analysis, MySQL, Insurance, Operations Management
Education
UC Berkeley 2007 — 2011
Bachelor's degree, Statistics
UC Berkeley 2007 — 2011
Bachelor's degree, Economics
Zenefits May 2013 - Present
SigFig November 2011 - May 2013
UBS July 2011 - October 2011
UCLA May 2008 - August 2009
Skills
Data Analysis, Economics, Research, DJ, SQL, Statistical Programming, SAS, Technical Writing, R, SPSS, Stata, Data Mining, Time Series Analysis, MySQL, Insurance, Operations Management
Education
UC Berkeley 2007 — 2011
Bachelor's degree, Statistics
UC Berkeley 2007 — 2011
Bachelor's degree, Economics
Angie Bui Angie Bui's UBS Experience January 2007 - April 2007
Job Software Engineer at LevelUp
Industry Internet
Experience
LevelUp May 2014 - Present
BackOps June 2013 - May 2014
Miso November 2010 - October 2012
UC Irvine January 2009 - April 2009
UBS January 2007 - April 2007
Skills
Product Management, Social Media Marketing, Community Development, User Research, Product Marketing, Project Management, Strategic Planning, Analytics, Ruby, Ruby on Rails, JavaScript, jQuery, PostgreSQL, AJAX, HTML, CSS, Test Driven Development, Start-ups, Mobile Devices, Agile Methodologies
Education
University of California, Irvine 2005 — 2009
B.A., Business Economics, International Studies
LevelUp May 2014 - Present
BackOps June 2013 - May 2014
Miso November 2010 - October 2012
UC Irvine January 2009 - April 2009
UBS January 2007 - April 2007
Skills
Product Management, Social Media Marketing, Community Development, User Research, Product Marketing, Project Management, Strategic Planning, Analytics, Ruby, Ruby on Rails, JavaScript, jQuery, PostgreSQL, AJAX, HTML, CSS, Test Driven Development, Start-ups, Mobile Devices, Agile Methodologies
Education
University of California, Irvine 2005 — 2009
B.A., Business Economics, International Studies
Steve Baaden Steve Baaden's UBS Experience May 1986 - May 2005
Job Executive Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. February 2013 - Present
Merrill Lynch September 2008 - February 2013
Morgan Stanley May 2005 - September 2008
UBS May 1986 - May 2005
Education
University of California, Los Angeles 1982 — 1985
Bachelor of Science (BS), Economics
Oppenheimer & Co. Inc. February 2013 - Present
Merrill Lynch September 2008 - February 2013
Morgan Stanley May 2005 - September 2008
UBS May 1986 - May 2005
Education
University of California, Los Angeles 1982 — 1985
Bachelor of Science (BS), Economics
Kevin Kurtzman's UBS Experience October 2013 - July 2014
Job Enterprise Sales Development at Anaplan
Industry Computer Software
Experience
Anaplan June 2015 - Present
eFolder September 2014 - June 2015
UBS October 2013 - July 2014
United Bank Card May 2009 - July 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Research, Public Speaking, Photoshop, Teaching, Event Planning, Analytics, Teamwork, Academic Tutoring, Interpersonal Skill, Computer Proficiency, Organization, Collaboration, Learning Quickly, Public Relations, Reliability, Expense Budget..., Customer Service, Written & Verbal..., Leadership, Highly Dedicated, Integrity, Morality, Always Willing to Learn, Nonprofits, Statistics, Social Networking, Editing, Policy Analysis, Analysis, Sales, Marketing Strategy, Outlook, Access, Event Management, Data Analysis
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), Political Economy
Anaplan June 2015 - Present
eFolder September 2014 - June 2015
UBS October 2013 - July 2014
United Bank Card May 2009 - July 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Research, Public Speaking, Photoshop, Teaching, Event Planning, Analytics, Teamwork, Academic Tutoring, Interpersonal Skill, Computer Proficiency, Organization, Collaboration, Learning Quickly, Public Relations, Reliability, Expense Budget..., Customer Service, Written & Verbal..., Leadership, Highly Dedicated, Integrity, Morality, Always Willing to Learn, Nonprofits, Statistics, Social Networking, Editing, Policy Analysis, Analysis, Sales, Marketing Strategy, Outlook, Access, Event Management, Data Analysis
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), Political Economy
Damian Hedley Damian Hedley's UBS Experience February 2006 - Present
Job First Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS February 2006 - Present
Bank of America September 2001 - February 2006
Education
University of California, Berkeley
Bachelor's degree, Philosophy, Politics, and Economics
UBS February 2006 - Present
Bank of America September 2001 - February 2006
Education
University of California, Berkeley
Bachelor's degree, Philosophy, Politics, and Economics
Britt Doyle Britt Doyle's UBS Experience October 2008 - October 2011
Job Founder at Edgewood Impact
Industry Management Consulting
Experience
Edgewood Impact January 2015 - Present
Gordian Wealth Advisors November 2011 - July 2014
UBS October 2008 - October 2011
Citigroup April 1997 - October 2008
Merrill Lynch June 1994 - April 1997
Kidder Peabody June 1991 - June 1994
Security Pacific Hoare Govett Asia Ltd. - Singapore June 1987 - August 1988
Skills
Wealth Management, Private Wealth..., Portfolio Management, Asset, Wealth Transfer, Wealth Management..., Alternative Investments, Wealth, Retirement Planning, Series 7, Financial Advisory, Investment Management, Venture Capital, Private Equity, Insurance, Equities, Financial Services, Investments, Asset Management, Fixed Income, Family Office, Asset Allocation, Investment Advisory, Hedge Funds, Finance, Trading, Estate Planning, Mutual Funds, Securities, Series 63, Investment Strategies
Education
University of Southern California - Marshall School of Business 1988 — 1990
MBA, Business and Investments
University of California, Berkeley 1983 — 1987
BA, Social Sciences - Asian Studies
Pasadena Polytechnic 1979 — 1983
Edgewood Impact January 2015 - Present
Gordian Wealth Advisors November 2011 - July 2014
UBS October 2008 - October 2011
Citigroup April 1997 - October 2008
Merrill Lynch June 1994 - April 1997
Kidder Peabody June 1991 - June 1994
Security Pacific Hoare Govett Asia Ltd. - Singapore June 1987 - August 1988
Skills
Wealth Management, Private Wealth..., Portfolio Management, Asset, Wealth Transfer, Wealth Management..., Alternative Investments, Wealth, Retirement Planning, Series 7, Financial Advisory, Investment Management, Venture Capital, Private Equity, Insurance, Equities, Financial Services, Investments, Asset Management, Fixed Income, Family Office, Asset Allocation, Investment Advisory, Hedge Funds, Finance, Trading, Estate Planning, Mutual Funds, Securities, Series 63, Investment Strategies
Education
University of Southern California - Marshall School of Business 1988 — 1990
MBA, Business and Investments
University of California, Berkeley 1983 — 1987
BA, Social Sciences - Asian Studies
Pasadena Polytechnic 1979 — 1983
Don Wyse Don Wyse's UBS Experience Senior Vice PresidentUBS Wealth ManagementJanuary 2009 - Present
Job Senior Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Senior Vice PresidentUBS Wealth ManagementJanuary 2009 - Present
Skills
Management, Customer Service, Microsoft Office, Strategic Planning, Leadership, Sales, Microsoft Excel, Marketing, Public Speaking, Social Media
Education
University of California, Los Angeles 1983 — 1987
Bachelor of Arts (B.A.), Economics
University of California, Los Angeles
UBS Senior Vice PresidentUBS Wealth ManagementJanuary 2009 - Present
Skills
Management, Customer Service, Microsoft Office, Strategic Planning, Leadership, Sales, Microsoft Excel, Marketing, Public Speaking, Social Media
Education
University of California, Los Angeles 1983 — 1987
Bachelor of Arts (B.A.), Economics
University of California, Los Angeles
Priscilla Tam Priscilla Tam's UBS Experience June 2009 - September 2009
Job Deputy City Clerk at City of Foster City
Industry Government Administration
Experience
City of Foster City July 2015 - Present
City of Foster City January 2012 - July 2015
City of Foster City September 2011 - January 2012
City of Foster City September 2010 - September 2011
UBS June 2009 - September 2009
Education
University of California, Irvine 2006 — 2010
B.A., Business Economics
San Mateo High School 2002 — 2006
City of Foster City July 2015 - Present
City of Foster City January 2012 - July 2015
City of Foster City September 2011 - January 2012
City of Foster City September 2010 - September 2011
UBS June 2009 - September 2009
Education
University of California, Irvine 2006 — 2010
B.A., Business Economics
San Mateo High School 2002 — 2006
Kevin Ho Nguyen's UBS Experience June 2013 - August 2013
Job Financial Analyst at NetApp
Industry Information Technology and Services
Experience
NetApp August 2015 - Present
UC Berkeley February 2014 - July 2015
AdRise, Inc June 2014 - August 2014
ShareBloc September 2013 - May 2014
UBS June 2013 - August 2013
Brilliant Earth March 2012 - August 2012
The Daily Californian September 2011 - May 2012
Skills
Public Speaking, Photoshop, Photography, Data Analysis, Videography, Blogging, Event Planning, Research, InDesign
Education
University of California, Berkeley 2011 — 2015
B.A. in English & B.S. in Environmental Economics and Policy
Milpitas High School 2007 — 2011
NetApp August 2015 - Present
UC Berkeley February 2014 - July 2015
AdRise, Inc June 2014 - August 2014
ShareBloc September 2013 - May 2014
UBS June 2013 - August 2013
Brilliant Earth March 2012 - August 2012
The Daily Californian September 2011 - May 2012
Skills
Public Speaking, Photoshop, Photography, Data Analysis, Videography, Blogging, Event Planning, Research, InDesign
Education
University of California, Berkeley 2011 — 2015
B.A. in English & B.S. in Environmental Economics and Policy
Milpitas High School 2007 — 2011
Alexander Waller's UBS Experience June 2014 - September 2014
Job Summer Analyst at Rimrock Capital Management, LLC
Industry Investment Banking
Experience
Rimrock Capital Management, LLC June 2015 - September 2015
Morgan Stanley March 2015 - June 2015
Anonygo, Inc. February 2014 - February 2015
UBS June 2014 - September 2014
Education
University of California, Los Angeles 2015 — 2017
Bachelor’s Degree, Business Economics
University of California, Davis 2013 — 2015
Bachelor of Science (BS), Managerial Economics, 3.8 GPA, Dean's Honors
St. Margaret's Episcopal School 2009 — 2013
High School Diploma
Rimrock Capital Management, LLC June 2015 - September 2015
Morgan Stanley March 2015 - June 2015
Anonygo, Inc. February 2014 - February 2015
UBS June 2014 - September 2014
Education
University of California, Los Angeles 2015 — 2017
Bachelor’s Degree, Business Economics
University of California, Davis 2013 — 2015
Bachelor of Science (BS), Managerial Economics, 3.8 GPA, Dean's Honors
St. Margaret's Episcopal School 2009 — 2013
High School Diploma
Laura Yang's UBS Experience February 2011 - May 2011
Job Strategic Finance @ Uber
Industry Internet
Experience
Uber September 2014 - Present
Lazard June 2013 - September 2014
WI Harper January 2013 - May 2013
Lazard May 2012 - July 2012
NetApp May 2011 - August 2011
UBS February 2011 - May 2011
Merrill Lynch January 2011 - January 2011
Trekiz May 2010 - August 2010
National Basketball Association June 2009 - August 2009
Education
University of California, Berkeley
Bachelor's Degree, Business Administration & Industrial Engineering and Operations Research
Uber September 2014 - Present
Lazard June 2013 - September 2014
WI Harper January 2013 - May 2013
Lazard May 2012 - July 2012
NetApp May 2011 - August 2011
UBS February 2011 - May 2011
Merrill Lynch January 2011 - January 2011
Trekiz May 2010 - August 2010
National Basketball Association June 2009 - August 2009
Education
University of California, Berkeley
Bachelor's Degree, Business Administration & Industrial Engineering and Operations Research
Yu (Ivy) Qian's UBS Experience June 2015 - June 2015
Job Student at University of California, Berkeley
Industry
Experience
PricewaterhouseCoopers July 2015 - August 2015
UBS June 2015 - June 2015
Roland Berger Strategy Consultants May 2015 - June 2015
Beijing GreatSea Public Relations Management Co., Ltd. July 2014 - August 2014
VMware June 2014 - July 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Chinese Translation, Editing, Accounting
Education
University of California, Berkeley 2013 — 2017
Bachelor’s Degree, Economics, Junior
Western Academy of Beijing 2010 — 2013
High School, Full International Baccalaureate Program
PricewaterhouseCoopers July 2015 - August 2015
UBS June 2015 - June 2015
Roland Berger Strategy Consultants May 2015 - June 2015
Beijing GreatSea Public Relations Management Co., Ltd. July 2014 - August 2014
VMware June 2014 - July 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Chinese Translation, Editing, Accounting
Education
University of California, Berkeley 2013 — 2017
Bachelor’s Degree, Economics, Junior
Western Academy of Beijing 2010 — 2013
High School, Full International Baccalaureate Program
Jessica Barnett's UBS Experience February 2015 - Present
Job Talent Acquisition at UBS
Industry Financial Services
Experience
UBS February 2015 - Present
Skills
Recruiting, Human Resources, Leadership, Search, Technical Recruiting, Talent Acquisition, Staffing Services, Internet Recruiting, Applicant Tracking..., College Recruiting, Screening Resumes, Permanent Placement, Temporary Staffing, Management, Nonprofits, Microsoft Excel, Sourcing, Microsoft Office, Temporary Placement, Onboarding, Employee Relations
Education
University of California, Irvine
Bachelor of Arts (B.A.), Political Science and Government
UBS February 2015 - Present
Skills
Recruiting, Human Resources, Leadership, Search, Technical Recruiting, Talent Acquisition, Staffing Services, Internet Recruiting, Applicant Tracking..., College Recruiting, Screening Resumes, Permanent Placement, Temporary Staffing, Management, Nonprofits, Microsoft Excel, Sourcing, Microsoft Office, Temporary Placement, Onboarding, Employee Relations
Education
University of California, Irvine
Bachelor of Arts (B.A.), Political Science and Government
David Drabinsky David Drabinsky's UBS Experience April 2011 - September 2011
Job Director of Business Analysis and Planning at JetSuite
Industry Financial Services
Experience
JetSuite February 2015 - Present
JetSuite February 2014 - February 2015
JetSuite June 2012 - February 2014
JetSuite June 2011 - July 2012
UBS April 2011 - September 2011
Lexington Design and Fabrication June 2009 - September 2009
Skills
Microsoft Office, Strategy, Microsoft Excel, Leadership, Teamwork, Analysis, Management, Budgets, Research, Recruiting, Business Planning, Investments, Aviation, PowerPoint, Event Management, Public Speaking, Microsoft Word, Analytical Skills
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts, Business; Economics
JetSuite February 2015 - Present
JetSuite February 2014 - February 2015
JetSuite June 2012 - February 2014
JetSuite June 2011 - July 2012
UBS April 2011 - September 2011
Lexington Design and Fabrication June 2009 - September 2009
Skills
Microsoft Office, Strategy, Microsoft Excel, Leadership, Teamwork, Analysis, Management, Budgets, Research, Recruiting, Business Planning, Investments, Aviation, PowerPoint, Event Management, Public Speaking, Microsoft Word, Analytical Skills
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts, Business; Economics
Rachel Cho Rachel Cho's UBS Experience April 2011 - April 2012
Job Financial Analyst at FinancialForce.com
Industry Financial Services
Experience
FinancialForce.com May 2015 - Present
Metaswitch Networks February 2013 - May 2015
Center for Information Technology Research in the Interest of Society May 2011 - May 2013
Applied Materials May 2012 - August 2012
UBS April 2011 - April 2012
Skills
Microsoft Office, Financial Modeling, PowerPoint, Microsoft Excel, Analysis, Management, Finance, Financial Analysis, Hyperion Enterprise, Financial Reporting, Social Media, Budgets, Strategic Financial..., SAP, Research, Forecasting, Data Analysis, Investments, Business Strategy, Leadership, Financial Planning
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics
FinancialForce.com May 2015 - Present
Metaswitch Networks February 2013 - May 2015
Center for Information Technology Research in the Interest of Society May 2011 - May 2013
Applied Materials May 2012 - August 2012
UBS April 2011 - April 2012
Skills
Microsoft Office, Financial Modeling, PowerPoint, Microsoft Excel, Analysis, Management, Finance, Financial Analysis, Hyperion Enterprise, Financial Reporting, Social Media, Budgets, Strategic Financial..., SAP, Research, Forecasting, Data Analysis, Investments, Business Strategy, Leadership, Financial Planning
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics
Robert Nguyen, MBA Robert Nguyen, MBA's UBS Experience June 2000 - May 2004
Job Director of Operations at KBS Capital Markets Group
Industry Financial Services
Experience
KBS Capital Markets Group January 2012 - Present
KBS Capital Markets Group June 2009 - December 2011
USC Marshall School of Business August 2006 - June 2009
RBC May 2004 - March 2008
UBS June 2000 - May 2004
Skills
Securities, Series 7, Management Consulting, Management, Financial Modeling, Strategy, Financial Analysis, Marketing, Financial Services, Analysis, Human Resources, Marketing Strategy, Investments, Time Management, Asset Management, Organizational..., Finance, Portfolio Management, Investment Banking, Valuation, Strategic Financial..., Alternative Investments, Wealth Management
Education
University of Southern California - Marshall School of Business 2006 — 2009
MBA, Strategic Marketing & Analysis
University of California, Irvine 1995 — 1999
BA, Emphasis on Economics
Villa Park HS
KBS Capital Markets Group January 2012 - Present
KBS Capital Markets Group June 2009 - December 2011
USC Marshall School of Business August 2006 - June 2009
RBC May 2004 - March 2008
UBS June 2000 - May 2004
Skills
Securities, Series 7, Management Consulting, Management, Financial Modeling, Strategy, Financial Analysis, Marketing, Financial Services, Analysis, Human Resources, Marketing Strategy, Investments, Time Management, Asset Management, Organizational..., Finance, Portfolio Management, Investment Banking, Valuation, Strategic Financial..., Alternative Investments, Wealth Management
Education
University of Southern California - Marshall School of Business 2006 — 2009
MBA, Strategic Marketing & Analysis
University of California, Irvine 1995 — 1999
BA, Emphasis on Economics
Villa Park HS
Conrad Meyer Conrad Meyer's UBS Experience April 2006 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS April 2006 - Present
Calyon Corporate and Investment Bank 1996 - 2006
Credit Suisse 1987 - 1996
Skills
Leveraged Finance, Credit Risk, Corporate Finance, Structured Products, Structured Finance, Capital Markets, Securitization, Fixed Income, Financial Structuring, Investment Banking, Credit Derivatives, Derivatives, Alternative Investments, ABS, Equities, Interest Rate..., CDS
Education
University of California, Los Angeles 1978 — 1982
BA, Economics
UBS April 2006 - Present
Calyon Corporate and Investment Bank 1996 - 2006
Credit Suisse 1987 - 1996
Skills
Leveraged Finance, Credit Risk, Corporate Finance, Structured Products, Structured Finance, Capital Markets, Securitization, Fixed Income, Financial Structuring, Investment Banking, Credit Derivatives, Derivatives, Alternative Investments, ABS, Equities, Interest Rate..., CDS
Education
University of California, Los Angeles 1978 — 1982
BA, Economics
Nandhini Raghunathan Nandhini Raghunathan's UBS Experience April 2008 - June 2008
Job Product Manager, ATLAS at ANPI
Industry Information Technology and Services
Experience
ANPI August 2014 - Present
ANPI January 2014 - Present
ANPI September 2013 - Present
ANPI July 2013 - September 2013
Mocana Corporation June 2012 - June 2013
UC Davis Graduate School of Management September 2011 - June 2013
ICICI Bank August 2009 - September 2010
UBS April 2008 - June 2008
Cognizant Technology Solutions September 2005 - June 2007
Skills
Strategic Planning, Market Research, Competitive Analysis, Product Development, Financial Analysis, Business Analysis, Financial Modeling, Product Management, Data Analysis, ROIs, Pricing, Analysis, Business Strategy, Leadership, Strategy
Education
University of California, Davis - Graduate School of Management 2011 — 2013
MBA, Strategy, A
Institute for Financial Management and Research 2007 — 2009
PGDM, Finance
SSN College of Engineering 2001 — 2005
B.Tech, Information Technology
ANPI August 2014 - Present
ANPI January 2014 - Present
ANPI September 2013 - Present
ANPI July 2013 - September 2013
Mocana Corporation June 2012 - June 2013
UC Davis Graduate School of Management September 2011 - June 2013
ICICI Bank August 2009 - September 2010
UBS April 2008 - June 2008
Cognizant Technology Solutions September 2005 - June 2007
Skills
Strategic Planning, Market Research, Competitive Analysis, Product Development, Financial Analysis, Business Analysis, Financial Modeling, Product Management, Data Analysis, ROIs, Pricing, Analysis, Business Strategy, Leadership, Strategy
Education
University of California, Davis - Graduate School of Management 2011 — 2013
MBA, Strategy, A
Institute for Financial Management and Research 2007 — 2009
PGDM, Finance
SSN College of Engineering 2001 — 2005
B.Tech, Information Technology
Ed Tom's UBS Experience June 2001 - Present
Job Vice President of Investments UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. June 2001 - Present
UBS June 2001 - Present
Merrill Lynch March 1987 - June 2001
Skills
Investments, Wealth Management, Retirement Planning, Fixed Income, Portfolio Management, Securities, Equities, Series 7, Asset Allocation, Series 63, Mutual Funds, Alternative Investments
Education
University of California, Los Angeles 1978 — 1982
UBS Financial Services Inc. June 2001 - Present
UBS June 2001 - Present
Merrill Lynch March 1987 - June 2001
Skills
Investments, Wealth Management, Retirement Planning, Fixed Income, Portfolio Management, Securities, Equities, Series 7, Asset Allocation, Series 63, Mutual Funds, Alternative Investments
Education
University of California, Los Angeles 1978 — 1982
Tammy Ruebsamen's UBS Experience 2003 — 2004
Job Operations Manager at VDP Law Group
Industry Food & Beverages
Experience
TND management March 2012 — Present
ZICO Beverages, LLC February 2009 — March 2012
Fuze Beverage 2005 — 2009
Crystal Cove Wealth Management, LLC 2004 — 2005
UBS 2003 — 2004
Skills
Wealth Management, Sales Management, Marketing Strategy, Key Account Development, Account Management
Education
UCI 2001 — 2005
BA, Political Science
TND management March 2012 — Present
ZICO Beverages, LLC February 2009 — March 2012
Fuze Beverage 2005 — 2009
Crystal Cove Wealth Management, LLC 2004 — 2005
UBS 2003 — 2004
Skills
Wealth Management, Sales Management, Marketing Strategy, Key Account Development, Account Management
Education
UCI 2001 — 2005
BA, Political Science
Lafir Thassim, CFA CPA's UBS Experience August 2005 - March 2010
Job Executive Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank March 2010 - Present
UBS August 2005 - March 2010
UBS February 2003 - July 2005
Skills
Financial Analysis, Strategic Planning, Risk Management, Equities, Valuation, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Structured Products, Derivatives, FX Options, Hedge Funds, Trading, Credit Derivatives, Portfolio Management
Education
University of Bridgeport 1997 — 2000
BS, Finance, Accounting
UBS Investment Bank March 2010 - Present
UBS August 2005 - March 2010
UBS February 2003 - July 2005
Skills
Financial Analysis, Strategic Planning, Risk Management, Equities, Valuation, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Structured Products, Derivatives, FX Options, Hedge Funds, Trading, Credit Derivatives, Portfolio Management
Education
University of Bridgeport 1997 — 2000
BS, Finance, Accounting
April Phillips Topp's UBS Experience 1997 - 2001
Job SVP, Initiative Governance & Planning at Bank of America
Industry Financial Services
Experience
Bank of America SVP, Servicing InitiativesBank of AmericaFebruary 2011 - March 2012
Bank of America June 2010 - March 2011
Bank of America April 2009 - December 2010
Countrywide Financial Corp June 2003 - April 2009
Booz Allen Hamilton / GMAC 2002 - 2002
UBS 1997 - 2001
Painewebber 1997 - 2001
Skills
Change Management, Mortgage Banking, Leadership, Banking, Business Transformation, Mortgage Lending, Loans, Project Portfolio..., Credit
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA, Strategy & Consulting
UCLA 1994 — 1998
BA, Psychology
Bank of America SVP, Servicing InitiativesBank of AmericaFebruary 2011 - March 2012
Bank of America June 2010 - March 2011
Bank of America April 2009 - December 2010
Countrywide Financial Corp June 2003 - April 2009
Booz Allen Hamilton / GMAC 2002 - 2002
UBS 1997 - 2001
Painewebber 1997 - 2001
Skills
Change Management, Mortgage Banking, Leadership, Banking, Business Transformation, Mortgage Lending, Loans, Project Portfolio..., Credit
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA, Strategy & Consulting
UCLA 1994 — 1998
BA, Psychology
Omar Haroon's UBS Experience April 2006 - April 2009
Job
Industry Investment Management
Experience
Kenter Canyon Capital, LLC April 2009 - Present
Los Angeles County Office of the Assessor October 2011 - Present
UBS April 2006 - April 2009
IDS Real Estate Group 2001 - 2006
Skills
Portfolio Management, Valuation, Private Equity, Trading, Competitive Analysis, Venture Capital, Investment Banking, Hedge Funds, Capital Markets, Management, Corporate Finance, Investments, Investment Management, Equities, Alternative Investments, Fixed Income, Asset Managment, Financial Modeling, Finance, Asset Management, Analysis, Business Strategy, Due Diligence, Options, Real Estate, Investment Strategies, Financial Analysis
Education
University of California, Los Angeles
B.S., Mechanical Engineering
Kenter Canyon Capital, LLC April 2009 - Present
Los Angeles County Office of the Assessor October 2011 - Present
UBS April 2006 - April 2009
IDS Real Estate Group 2001 - 2006
Skills
Portfolio Management, Valuation, Private Equity, Trading, Competitive Analysis, Venture Capital, Investment Banking, Hedge Funds, Capital Markets, Management, Corporate Finance, Investments, Investment Management, Equities, Alternative Investments, Fixed Income, Asset Managment, Financial Modeling, Finance, Asset Management, Analysis, Business Strategy, Due Diligence, Options, Real Estate, Investment Strategies, Financial Analysis
Education
University of California, Los Angeles
B.S., Mechanical Engineering
Paul Hounshell's UBS Experience June 2005 - October 2007
Job Senior Software Engineer at Google
Industry Computer Software
Experience
Google October 2010 - Present
East Bay ABA 2012 - Present
Adify August 2009 - October 2010
Eton Park Capital Management December 2007 - July 2009
Lab49 October 2007 - July 2009
Amoeba Processing 2006 - 2008
UBS June 2005 - October 2007
New York Mercantile Exchange January 2004 - May 2005
1-800 Communications 2002 - 2004
Ask.com 2000 - 2002
Skills
Distributed Systems, Software Engineering, C#, Agile Methodologies, Java, Android, SQL, Python, Android Development, XML, Microsoft SQL Server, JavaScript, Windows Phone..., Multi-threaded..., .NET, JSON, HTML, CSS, jQuery, AngularJS, Protocol Buffers, REST, APIs, Linux, Hadoop, Architectures
Education
University of California, Davis 1997 — 1999
Computer Science
University of California, Berkeley 1995 — 1996
Computer Science
Google October 2010 - Present
East Bay ABA 2012 - Present
Adify August 2009 - October 2010
Eton Park Capital Management December 2007 - July 2009
Lab49 October 2007 - July 2009
Amoeba Processing 2006 - 2008
UBS June 2005 - October 2007
New York Mercantile Exchange January 2004 - May 2005
1-800 Communications 2002 - 2004
Ask.com 2000 - 2002
Skills
Distributed Systems, Software Engineering, C#, Agile Methodologies, Java, Android, SQL, Python, Android Development, XML, Microsoft SQL Server, JavaScript, Windows Phone..., Multi-threaded..., .NET, JSON, HTML, CSS, jQuery, AngularJS, Protocol Buffers, REST, APIs, Linux, Hadoop, Architectures
Education
University of California, Davis 1997 — 1999
Computer Science
University of California, Berkeley 1995 — 1996
Computer Science
Richard (Il Hyung) Lee's UBS Experience June 2011 - August 2011
Job Restructuring Associate at Lazard
Industry Financial Services
Experience
Lazard October 2013 - Present
UBS Investment Bank August 2012 - September 2013
UBS June 2011 - August 2011
Golden Arc September 2006 - June 2010
Archeus Capital Management April 2006 - August 2006
RBC Capital Markets August 2005 - April 2006
Lord Abbett & Co. LLC November 2003 - August 2005
Skills
Asset Managment, Bloomberg, Investment Banking, Mergers, Equities, Investment Advisory, Alternative Investments, Investments, Mergers & Acquisitions, Asset Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA with Distinction, Finance, Accounting, Strategy
University of California, Irvine 1999 — 2003
BS, Information & Computer Science
Seoul International School 1995 — 1999
Lazard October 2013 - Present
UBS Investment Bank August 2012 - September 2013
UBS June 2011 - August 2011
Golden Arc September 2006 - June 2010
Archeus Capital Management April 2006 - August 2006
RBC Capital Markets August 2005 - April 2006
Lord Abbett & Co. LLC November 2003 - August 2005
Skills
Asset Managment, Bloomberg, Investment Banking, Mergers, Equities, Investment Advisory, Alternative Investments, Investments, Mergers & Acquisitions, Asset Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA with Distinction, Finance, Accounting, Strategy
University of California, Irvine 1999 — 2003
BS, Information & Computer Science
Seoul International School 1995 — 1999
Deepa Lounsbury's UBS Experience 2005 - 2006
Job New Business Creation Associate, Power & Water
Industry Oil & Energy
Experience
GE July 2015 - Present
Enphase Energy March 2014 - June 2015
Imagine H2O May 2012 - August 2012
South Pole Carbon Asset Management 2010 - 2011
World Resources Institute November 2009 - February 2010
Angeleno Group July 2006 - August 2009
UBS 2005 - 2006
Skills
Private Equity, Financial Modeling, Valuation, Investments, Entrepreneurship, Microfinance, Renewable Energy, Mergers, Corporate Social..., International..., Strategy, Investment Banking, Sustainability, Management Consulting, Business Strategy, Corporate Finance, Start-ups, Market Analysis, Impact Investing, Emerging Markets, Cleantech
Education
UC Berkeley 2011 — 2013
MS, Energy and Resources
University of Southern California - Marshall School of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
GE July 2015 - Present
Enphase Energy March 2014 - June 2015
Imagine H2O May 2012 - August 2012
South Pole Carbon Asset Management 2010 - 2011
World Resources Institute November 2009 - February 2010
Angeleno Group July 2006 - August 2009
UBS 2005 - 2006
Skills
Private Equity, Financial Modeling, Valuation, Investments, Entrepreneurship, Microfinance, Renewable Energy, Mergers, Corporate Social..., International..., Strategy, Investment Banking, Sustainability, Management Consulting, Business Strategy, Corporate Finance, Start-ups, Market Analysis, Impact Investing, Emerging Markets, Cleantech
Education
UC Berkeley 2011 — 2013
MS, Energy and Resources
University of Southern California - Marshall School of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Jon Conner's UBS Experience 1994 - 1997
Job Director at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2011 - Present
Guggenheim (Rydex SGI) January 2009 - May 2011
Guggenheim (Rydex SGI) June 2007 - January 2009
BNP Paribas January 2007 - June 2007
Credit Suisse March 2001 - January 2007
UBS 1994 - 1997
Skills
Portfolio Management, Asset Management, Investment Strategies, Investments, Industry Analysis, Client Relationship..., Client Services, Client Acquisition, Client Communication, International Sales, Sales Management, Asset Managment, Capital Markets, Competitive Analysis, ETFs, Equities, Hedge Funds, Valuation
Education
University of California, Berkeley 1985 — 1989
BA, Rhetoric
Merrill Lynch May 2011 - Present
Guggenheim (Rydex SGI) January 2009 - May 2011
Guggenheim (Rydex SGI) June 2007 - January 2009
BNP Paribas January 2007 - June 2007
Credit Suisse March 2001 - January 2007
UBS 1994 - 1997
Skills
Portfolio Management, Asset Management, Investment Strategies, Investments, Industry Analysis, Client Relationship..., Client Services, Client Acquisition, Client Communication, International Sales, Sales Management, Asset Managment, Capital Markets, Competitive Analysis, ETFs, Equities, Hedge Funds, Valuation
Education
University of California, Berkeley 1985 — 1989
BA, Rhetoric
Imad Khoury's UBS Experience August 2007 - December 2012
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Pitney Bowes January 2013 - Present
UBS August 2007 - December 2012
IBM March 2006 - May 2007
IBM June 2000 - March 2006
IBM February 1997 - May 2000
Skills
Project Management, IT Strategy, Service Delivery, IT Service Management, Websphere, Business Analysis, Business Strategy, Message Queue, DB2, AIX, IT Outsourcing, Outsourcing, Service Management, PMP, Vendor Management, ITIL
Education
University of Bridgeport 1994 — 1995
Western Connecticut State University 1989 — 1993
BBA, Marketing
Pitney Bowes January 2013 - Present
UBS August 2007 - December 2012
IBM March 2006 - May 2007
IBM June 2000 - March 2006
IBM February 1997 - May 2000
Skills
Project Management, IT Strategy, Service Delivery, IT Service Management, Websphere, Business Analysis, Business Strategy, Message Queue, DB2, AIX, IT Outsourcing, Outsourcing, Service Management, PMP, Vendor Management, ITIL
Education
University of Bridgeport 1994 — 1995
Western Connecticut State University 1989 — 1993
BBA, Marketing
Brendan Houlihan's UBS Experience August 1999 - March 2000
Job Managing Director at Salem Partners LLC
Industry Financial Services
Experience
Salem Partners LLC March 2003 - Present
CSFB Tech Group 2002 - 2003
CSFB Tech Group March 2000 - June 2002
UBS August 1999 - March 2000
Skills
Private Equity, Financial Modeling, Investment Banking, Corporate Finance, Corporate Development, Due Diligence, Mergers & Acquisitions, Financial Analysis, Equities, Investments, LBO, Strategy, Finance, Business Strategy, Leveraged Finance, Bankruptcy, Intellectual Property..., Valuation, Media and Entertainment
Education
University of California, Berkeley 1995 — 1999
Bachelor of Arts (BA), Economics
Point Loma High School 1992 — 1995
Salem Partners LLC March 2003 - Present
CSFB Tech Group 2002 - 2003
CSFB Tech Group March 2000 - June 2002
UBS August 1999 - March 2000
Skills
Private Equity, Financial Modeling, Investment Banking, Corporate Finance, Corporate Development, Due Diligence, Mergers & Acquisitions, Financial Analysis, Equities, Investments, LBO, Strategy, Finance, Business Strategy, Leveraged Finance, Bankruptcy, Intellectual Property..., Valuation, Media and Entertainment
Education
University of California, Berkeley 1995 — 1999
Bachelor of Arts (BA), Economics
Point Loma High School 1992 — 1995
Ryan Schielein's UBS Experience 2001 - 2003
Job President at Reef Strategy Group
Industry Investment Management
Experience
Reef Strategy Group July 2014 - Present
Canterbury Consulting May 2005 - 2014
Q10 Dwyer-Curlett & Co 2003 - 2005
UBS 2001 - 2003
Harvey & Company LLC 2000 - 2001
Skills
Alternative Investments, Private Equity, Due Diligence, Venture Capital, Asset Allocation, Investment Strategies, Investments, Finance, Valuation, Bloomberg, Strategy, Fixed Income
Education
University of California, Irvine
B.A., English
St. Margaret's
Reef Strategy Group July 2014 - Present
Canterbury Consulting May 2005 - 2014
Q10 Dwyer-Curlett & Co 2003 - 2005
UBS 2001 - 2003
Harvey & Company LLC 2000 - 2001
Skills
Alternative Investments, Private Equity, Due Diligence, Venture Capital, Asset Allocation, Investment Strategies, Investments, Finance, Valuation, Bloomberg, Strategy, Fixed Income
Education
University of California, Irvine
B.A., English
St. Margaret's
Jyothi Thekkittil's UBS Experience February 1999 - May 2004
Job Director, Quality Assurance at NYSE Euronext
Industry Computer Software
Experience
NYSE Euronext January 2012 - Present
NYSE Euronext February 2008 - December 2011
NYSE Euronext August 2005 - January 2008
NYSE Euronext June 2004 - July 2005
UBS February 1999 - May 2004
Nous Infosystems September 1998 - February 1999
NIIT Technologies Limited February 1995 - July 1998
Skills
Trading Systems, Market Data, Electronic Trading, Equities, Financial Markets, SDLC, Quality Assurance, User Acceptance Testing, Unix, Agile Methodologies, Back Office, Software Project..., Financial Services, Requirements Gathering, Exchange Connectivity, Low Latency, Order Management, Regression Testing, Test Planning, Equity Derivatives, Risk Management, Business Analysis, Capital Markets, Fixed Income, Release Management, Options, Solaris, Linux, Securities, Derivatives, Trading, Sybase, Equity Trading, Perl, Shell Scripting, Hedge Funds, Vendor Management, Agile Project Management, Technology Transfer, Organization, Project Coordination, Team Management, Team Leadership, Teamwork
Education
University of Calicut
Bachelor of Science (BS)
NYSE Euronext January 2012 - Present
NYSE Euronext February 2008 - December 2011
NYSE Euronext August 2005 - January 2008
NYSE Euronext June 2004 - July 2005
UBS February 1999 - May 2004
Nous Infosystems September 1998 - February 1999
NIIT Technologies Limited February 1995 - July 1998
Skills
Trading Systems, Market Data, Electronic Trading, Equities, Financial Markets, SDLC, Quality Assurance, User Acceptance Testing, Unix, Agile Methodologies, Back Office, Software Project..., Financial Services, Requirements Gathering, Exchange Connectivity, Low Latency, Order Management, Regression Testing, Test Planning, Equity Derivatives, Risk Management, Business Analysis, Capital Markets, Fixed Income, Release Management, Options, Solaris, Linux, Securities, Derivatives, Trading, Sybase, Equity Trading, Perl, Shell Scripting, Hedge Funds, Vendor Management, Agile Project Management, Technology Transfer, Organization, Project Coordination, Team Management, Team Leadership, Teamwork
Education
University of Calicut
Bachelor of Science (BS)
Adrienne Tam's UBS Experience May 1997 - November 1998
Job Director, Compliance at JMP Securities LLC
Industry Financial Services
Experience
JMP Securities LLC January 2012 - Present
Merriman Capital, Inc. March 2010 - January 2012
JMP Securities September 2008 - March 2010
Pacific Growth Equities June 2007 - September 2008
Thomas Weisel Partners September 2003 - May 2007
Robertson Stephens Inc March 1999 - July 2002
UBS May 1997 - November 1998
Montgomery Asset Management July 1994 - May 1997
Skills
Series 7, Series 63, FINRA, Securities, Hedge Funds, Series 24, Venture Capital, Equities, Mergers & Acquisitions, Equity Trading, Capital Markets, Investment Banking
Education
University of California, Davis 1986 — 1990
BS, Economics
JMP Securities LLC January 2012 - Present
Merriman Capital, Inc. March 2010 - January 2012
JMP Securities September 2008 - March 2010
Pacific Growth Equities June 2007 - September 2008
Thomas Weisel Partners September 2003 - May 2007
Robertson Stephens Inc March 1999 - July 2002
UBS May 1997 - November 1998
Montgomery Asset Management July 1994 - May 1997
Skills
Series 7, Series 63, FINRA, Securities, Hedge Funds, Series 24, Venture Capital, Equities, Mergers & Acquisitions, Equity Trading, Capital Markets, Investment Banking
Education
University of California, Davis 1986 — 1990
BS, Economics
Antonio Kenyatta's UBS Experience 2000 - 2003
Job Controller at Dome Equities
Industry Financial Services
Experience
Dome Equities February 2012 - Present
Highbridge Capital Management November 2005 - December 2011
Refco Alternative Investments LLC July 2005 - November 2005
GlobeOp Financial Services April 2002 - July 2005
UBS 2000 - 2003
JP Morgan 1994 - 1999
Skills
Bloomberg, Fixed Income, Asset Managment, Alternative Investments, Credit Derivatives, Valuation, Securities, Options, Bonds
Education
University of California, Berkeley 1990 — 1994
BA, English and Accounting
Dome Equities February 2012 - Present
Highbridge Capital Management November 2005 - December 2011
Refco Alternative Investments LLC July 2005 - November 2005
GlobeOp Financial Services April 2002 - July 2005
UBS 2000 - 2003
JP Morgan 1994 - 1999
Skills
Bloomberg, Fixed Income, Asset Managment, Alternative Investments, Credit Derivatives, Valuation, Securities, Options, Bonds
Education
University of California, Berkeley 1990 — 1994
BA, English and Accounting
Fanli Meng's UBS Experience August 1998 - July 1999
Job Regulatory Reporting Analyst at GE Capital
Industry Financial Services
Experience
GE Capital August 2013 - Present
American Express September 2007 - August 2013
Deloitte June 2005 - September 2007
SCG Capital July 1999 - June 2005
UBS August 1998 - July 1999
Skills
Financial Analysis, Corporate Finance, Financial Services, Financial Reporting, Finance, Internal Controls, Account Reconciliation, Accounting, Analysis, Auditing, Financial Statements, Mergers & Acquisitions, CPA, Budgets
Education
University of Bridgeport 1997 — 1999
Master of Business Administration (MBA), Finance, General
GE Capital August 2013 - Present
American Express September 2007 - August 2013
Deloitte June 2005 - September 2007
SCG Capital July 1999 - June 2005
UBS August 1998 - July 1999
Skills
Financial Analysis, Corporate Finance, Financial Services, Financial Reporting, Finance, Internal Controls, Account Reconciliation, Accounting, Analysis, Auditing, Financial Statements, Mergers & Acquisitions, CPA, Budgets
Education
University of Bridgeport 1997 — 1999
Master of Business Administration (MBA), Finance, General
Bernd Pfrommer's UBS Experience May 2000 - June 2002
Job Independent Computer Vision Researcher
Industry Financial Services
Experience
Self Employed January 2012 - Present
Black Forest Trading July 2002 - January 2012
UBS May 2000 - June 2002
Bank of America September 1999 - May 2000
Sun Microsystems February 1998 - September 1999
UC Berkeley June 1993 - February 1998
Skills
C++, Java, Linux, High Performance...
Education
University of California, Berkeley 1993 — 1998
Doctor of Philosophy (Ph.D.), Physics
University of California, Berkeley 1993 — 1998
Master's Degree, Computer Science
University of Stuttgart 1988 — 1993
Diploma, Physics
Self Employed January 2012 - Present
Black Forest Trading July 2002 - January 2012
UBS May 2000 - June 2002
Bank of America September 1999 - May 2000
Sun Microsystems February 1998 - September 1999
UC Berkeley June 1993 - February 1998
Skills
C++, Java, Linux, High Performance...
Education
University of California, Berkeley 1993 — 1998
Doctor of Philosophy (Ph.D.), Physics
University of California, Berkeley 1993 — 1998
Master's Degree, Computer Science
University of Stuttgart 1988 — 1993
Diploma, Physics
Jennifer Hammer's UBS Experience Team SpecialistE*TRADE Securities, LLCJanuary 1999 - March 2002
Job Associate Director at UBS
Industry Investment Banking
Experience
UBS Team SpecialistE*TRADE Securities, LLCJanuary 1999 - March 2002
Education
University of California, Davis 1994 — 1998
UBS Team SpecialistE*TRADE Securities, LLCJanuary 1999 - March 2002
Education
University of California, Davis 1994 — 1998
Stan Trilling's UBS Experience July 1987 - October 2007
Job Director at CreditSuisse L.A.
Industry Financial Services
Experience
Credit-Suisse L.A. September 2007 - Present
UBS July 1987 - October 2007
Skills
Hedge Funds, Equities, Private Equity, Alternative Investments, Capital Markets, Portfolio Management, Asset Management, Investment Banking, Investments, Venture Capital
Education
University of California, Berkeley 1957 — 1961
BS, Banking & Finance
Credit-Suisse L.A. September 2007 - Present
UBS July 1987 - October 2007
Skills
Hedge Funds, Equities, Private Equity, Alternative Investments, Capital Markets, Portfolio Management, Asset Management, Investment Banking, Investments, Venture Capital
Education
University of California, Berkeley 1957 — 1961
BS, Banking & Finance
Brett Tank's UBS Experience March 2001 - Present
Job Senior Vice President Wealth Management, CFP®
Industry Financial Services
Experience
UBS March 2001 - Present
Education
University of California, Davis 1981 — 1985
Bachelor of Science (B.S.), Agricultural and Managerial Economics
UBS March 2001 - Present
Education
University of California, Davis 1981 — 1985
Bachelor of Science (B.S.), Agricultural and Managerial Economics
Datwani, Harry's UBS Experience 2002 - 2005
Job Sr. Manager, Deloitte Consulting Customer Transformation
Industry Management Consulting
Experience
Deloitte Consulting May 2007 - Present
Sibson Consulting 2005 - 2007
UBS 2002 - 2005
Skills
Management Consulting, Consulting, Leadership, Business Process..., Organizational Design, Business Transformation, Financial Analysis, Strategy, Change Management, Acquisition Integration, Financial Modeling, Talent Management, Business Analysis, Business Strategy, Sales Force..., Customer Experience..., CRM, SFDC, Incentive Compensation...
Education
University of California, Los Angeles 1998 — 2002
Economics
University of California, Los Angeles 1998 — 2002
Bachelor's degree, Economics
Deloitte Consulting May 2007 - Present
Sibson Consulting 2005 - 2007
UBS 2002 - 2005
Skills
Management Consulting, Consulting, Leadership, Business Process..., Organizational Design, Business Transformation, Financial Analysis, Strategy, Change Management, Acquisition Integration, Financial Modeling, Talent Management, Business Analysis, Business Strategy, Sales Force..., Customer Experience..., CRM, SFDC, Incentive Compensation...
Education
University of California, Los Angeles 1998 — 2002
Economics
University of California, Los Angeles 1998 — 2002
Bachelor's degree, Economics
Andrew Trung Le, CFP®'s UBS Experience November 2008 - Present
Job First Vice President Wealth Management, Wealth Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley December 1999 - November 2008
Skills
Certified Financial..., Retirement Planning, College Education..., Employee Stock Options, Estate Planning, Multi-generational..., Life Insurance, Wealth Management..., Investment Strategies, Portfolio Optimization, Stock Market, Fixed Income Strategies, Tax Free Income, Philanthropy, Long-term Care, Retirement Plan...
Education
University of California, Los Angeles
BA, Business Economics
Cupertino High School
UBS November 2008 - Present
Morgan Stanley December 1999 - November 2008
Skills
Certified Financial..., Retirement Planning, College Education..., Employee Stock Options, Estate Planning, Multi-generational..., Life Insurance, Wealth Management..., Investment Strategies, Portfolio Optimization, Stock Market, Fixed Income Strategies, Tax Free Income, Philanthropy, Long-term Care, Retirement Plan...
Education
University of California, Los Angeles
BA, Business Economics
Cupertino High School
Isaac Alatorre's UBS Experience July 2003 - September 2006
Job Owner at Coastline Supplies
Industry Business Supplies and Equipment
Experience
Coastline Supplies December 2010 - Present
Los Angeles Emergency Preparedness Foundation September 2014 - Present
West Coast Safety Supplies June 2009 - November 2010
Lincoln Financial Group September 2007 - March 2009
UBS July 2003 - September 2006
Wells Fargo Bank July 1998 - August 2000
Skills
Marketing Strategy, Account Management, Management, Marketing, Sales, Negotiation, Leadership, Business Strategy, Business Development, Microsoft Office, Microsoft Excel, Email Marketing, Strategy, Social Networking, Marketing Communications, Salesforce.com, Social Media Marketing, Small Business, Strategic Partnerships
Education
University of California, Irvine 2001 — 2003
BA, History, Humanties and Law
El Rancho High School 1994 — 1998
Mastering Business Growth
Mastering Business Growth
Mastering Business Growth
Coastline Supplies December 2010 - Present
Los Angeles Emergency Preparedness Foundation September 2014 - Present
West Coast Safety Supplies June 2009 - November 2010
Lincoln Financial Group September 2007 - March 2009
UBS July 2003 - September 2006
Wells Fargo Bank July 1998 - August 2000
Skills
Marketing Strategy, Account Management, Management, Marketing, Sales, Negotiation, Leadership, Business Strategy, Business Development, Microsoft Office, Microsoft Excel, Email Marketing, Strategy, Social Networking, Marketing Communications, Salesforce.com, Social Media Marketing, Small Business, Strategic Partnerships
Education
University of California, Irvine 2001 — 2003
BA, History, Humanties and Law
El Rancho High School 1994 — 1998
Mastering Business Growth
Mastering Business Growth
Mastering Business Growth
feiyue di's UBS Experience June 2011 - Present
Job Quantitative Analyst at UBS
Industry Financial Services
Experience
UBS June 2011 - Present
Education
University of California, Irvine 2006 — 2010
UBS June 2011 - Present
Education
University of California, Irvine 2006 — 2010
Dennis Chornenky's UBS Experience May 2007 - March 2008
Job Investment Banker at Lazard
Industry Investment Banking
Experience
Lazard 2014 - Present
Morgan Stanley December 2010 - September 2013
Wells Fargo Advisors April 2008 - November 2010
UBS May 2007 - March 2008
Education
University of Oxford
Master of Business Administration (MBA)
University of California, Berkeley
Bachelor of Arts
Lazard 2014 - Present
Morgan Stanley December 2010 - September 2013
Wells Fargo Advisors April 2008 - November 2010
UBS May 2007 - March 2008
Education
University of Oxford
Master of Business Administration (MBA)
University of California, Berkeley
Bachelor of Arts
Jose Prakash's UBS Experience 2006 - 2008
Job Technical Manager
Industry Computer Software
Experience
Galen Technology Solutions Windows Installer DeveloperAutomatic Data Processing
UBS 2006 - 2008
Skills
Applicant Tracking..., Technical Recruiting, ITIL, Talent Acquisition, Integration, Internet Recruiting, MSI, SDLC, Business Analysis, IT Strategy, Vendor Management, Enterprise Architecture, Software Project..., Management, Project Management, Requirements Analysis
Education
University of Calicut 1993 — 1996
Galen Technology Solutions Windows Installer DeveloperAutomatic Data Processing
UBS 2006 - 2008
Skills
Applicant Tracking..., Technical Recruiting, ITIL, Talent Acquisition, Integration, Internet Recruiting, MSI, SDLC, Business Analysis, IT Strategy, Vendor Management, Enterprise Architecture, Software Project..., Management, Project Management, Requirements Analysis
Education
University of Calicut 1993 — 1996
laura schmude's UBS Experience
Job Designer at UBS
Industry Banking
Experience
UBS
Skills
Graphic Design, Newsletters, Adobe Creative Suite, Illustrator, Adobe Acrobat, Financial Services, Photoshop, Typography, Creative Direction
Education
University of California, Los Angeles 1986 — 1991
BFA, Fine Art
UBS
Skills
Graphic Design, Newsletters, Adobe Creative Suite, Illustrator, Adobe Acrobat, Financial Services, Photoshop, Typography, Creative Direction
Education
University of California, Los Angeles 1986 — 1991
BFA, Fine Art
MAROUAN GRISSA, CPA MBA's UBS Experience May 2006 - November 2011
Job Syndicated Loans Deal Closer at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank December 2013 - Present
UBS May 2006 - November 2011
UBS October 2004 - May 2006
People’s United Bank February 2003 - March 2004
Skills
CPA, MBA
Education
Certified Public Accountant 2007 — 2008
CPA, Certified Public Accountant
University of Bridgeport 2001 — 2005
MBA, Finance & Accounting
Institut Supérieur de Gestion 1994 — 1998
Maitrise - BA, Finance
UBS Investment Bank December 2013 - Present
UBS May 2006 - November 2011
UBS October 2004 - May 2006
People’s United Bank February 2003 - March 2004
Skills
CPA, MBA
Education
Certified Public Accountant 2007 — 2008
CPA, Certified Public Accountant
University of Bridgeport 2001 — 2005
MBA, Finance & Accounting
Institut Supérieur de Gestion 1994 — 1998
Maitrise - BA, Finance
Jean-Claude Linoir's UBS Experience 2000 - 2005
Job AVP Global Securities Lending @ JPMorgan
Industry Financial Services
Experience
JPMorgan May 2007 - Present
Societe Generale 2005 - 2007
UBS 2000 - 2005
Merrill Lynch 1996 - 2000
Skills
Securities, Middle Office, Equities, Fixed Income, Securities Lending, Prime Brokerage, Derivatives, Bloomberg, Capital Markets, Collateral Management, Financial Services, Risk Management, Trading, Trading Systems, Investment Banking, Hedge Funds
Education
University of Bridgeport 1989 — 1993
JPMorgan May 2007 - Present
Societe Generale 2005 - 2007
UBS 2000 - 2005
Merrill Lynch 1996 - 2000
Skills
Securities, Middle Office, Equities, Fixed Income, Securities Lending, Prime Brokerage, Derivatives, Bloomberg, Capital Markets, Collateral Management, Financial Services, Risk Management, Trading, Trading Systems, Investment Banking, Hedge Funds
Education
University of Bridgeport 1989 — 1993
Jansen Chow's UBS Experience 2005 - 2005
Job Service Pricing Manager, Applied Global Services at Applied Materials
Industry Semiconductors
Experience
Applied Materials April 2012 - Present
Applied Materials December 2009 - April 2012
Applied Materials January 2009 - December 2009
Applied Materials October 2007 - January 2009
Applied Materials June 2006 - October 2007
Kaiser Permanente 2006 - 2006
K & S Company, Inc 2005 - 2006
UBS 2005 - 2005
Skills
Semiconductors, Semiconductor Industry, Cross-functional Team..., Integration, Program Management, SaaS, Business Analysis, Testing, Management, SAP, Product Management, Data Analysis, Training, Product Development, Engineering Management, Product Lifecycle..., Thin Films
Education
University of California, Berkeley
BA, Applied Mathematics (Finance)
Applied Materials April 2012 - Present
Applied Materials December 2009 - April 2012
Applied Materials January 2009 - December 2009
Applied Materials October 2007 - January 2009
Applied Materials June 2006 - October 2007
Kaiser Permanente 2006 - 2006
K & S Company, Inc 2005 - 2006
UBS 2005 - 2005
Skills
Semiconductors, Semiconductor Industry, Cross-functional Team..., Integration, Program Management, SaaS, Business Analysis, Testing, Management, SAP, Product Management, Data Analysis, Training, Product Development, Engineering Management, Product Lifecycle..., Thin Films
Education
University of California, Berkeley
BA, Applied Mathematics (Finance)
Paul Matheson's UBS Experience 1976 - Present
Job Financial Adviser at UBS
Industry Financial Services
Experience
UBS 1976 - Present
Education
University of California, Berkeley 1965 — 1966
M.B.A., Finance
University of California, Berkeley 1959 — 1963
B.A., Economics
UBS 1976 - Present
Education
University of California, Berkeley 1965 — 1966
M.B.A., Finance
University of California, Berkeley 1959 — 1963
B.A., Economics
Colin Huang's UBS Experience October 2007 - April 2008
Job Financial Analyst at Genentech
Industry Financial Services
Experience
Genentech May 2012 - Present
Wells Fargo June 2010 - January 2012
Morgan Stanley August 2008 - December 2008
UBS October 2007 - April 2008
Skills
Financial Analysis, Accounts Payable, Financial Modeling, Microsoft Excel, Accounting, Valuation, Financial Reporting, Outlook, Microsoft Office, Strategic Financial..., PowerPoint, Microsoft Word, Corporate Finance, Salesforce.com, Finance, GAAP, Forecasting, Data Analysis
Education
University of California, Davis 2005 — 2009
BS, Managerial Economics
Genentech May 2012 - Present
Wells Fargo June 2010 - January 2012
Morgan Stanley August 2008 - December 2008
UBS October 2007 - April 2008
Skills
Financial Analysis, Accounts Payable, Financial Modeling, Microsoft Excel, Accounting, Valuation, Financial Reporting, Outlook, Microsoft Office, Strategic Financial..., PowerPoint, Microsoft Word, Corporate Finance, Salesforce.com, Finance, GAAP, Forecasting, Data Analysis
Education
University of California, Davis 2005 — 2009
BS, Managerial Economics
William Pine's UBS Experience June 2011 - Present
Job Executive Director, Americas Operating Officer Global Equity Finance
Industry Banking
Experience
UBS June 2011 - Present
UBS November 2003 - Present
UBS Investment Bank August 2010 - June 2011
Skills
Middle Office, Equities, Prime Brokerage, ETD, Equity Swaps, Total Return Swaps, Securities Lending, Futures, Operations Management, Risk Management, Business Planning, Project Management, Fixed Income, Finance, Interest Rate...
Education
University of Bristol 1999 — 2003
BEng, Aeronautical Engineering
UBS June 2011 - Present
UBS November 2003 - Present
UBS Investment Bank August 2010 - June 2011
Skills
Middle Office, Equities, Prime Brokerage, ETD, Equity Swaps, Total Return Swaps, Securities Lending, Futures, Operations Management, Risk Management, Business Planning, Project Management, Fixed Income, Finance, Interest Rate...
Education
University of Bristol 1999 — 2003
BEng, Aeronautical Engineering
Tony Field's UBS Experience 2002 - 2003
Job Senior Tax Accountant
Industry Accounting
Experience
TravisWolff January 2014 - Present
Sproles Woodard LLP January 2012 - January 2014
Anderson's Pro Flooring September 2008 - January 2012
Thomson Learning/Cengage Learning February 2004 - February 2008
UBS 2002 - 2003
Education
University of North Texas 2008 — 2011
Master of Science, Taxation
University of California, Irvine 1990 — 1994
Bachelor of Arts, History
TravisWolff January 2014 - Present
Sproles Woodard LLP January 2012 - January 2014
Anderson's Pro Flooring September 2008 - January 2012
Thomson Learning/Cengage Learning February 2004 - February 2008
UBS 2002 - 2003
Education
University of North Texas 2008 — 2011
Master of Science, Taxation
University of California, Irvine 1990 — 1994
Bachelor of Arts, History
Phillip Bristow's UBS Experience 1980 - 2009
Job Associate Manager at UBS
Industry Financial Services
Experience
UBS Wealth Management June 1986 - April 2009
UBS 1980 - 2009
Skills
CICS, TSO, JCL, COBOL, Visio, Business Analysis, Application Development, Unix, VSAM, MS Project, SQL, Visual Basic, Fileaid, Project Planning, Databases, Analysis, Sybase, Mainframe, SDLC, Unix Shell Scripting, Crystal Reports, AIX, Software Development, FTP, SQL Server, C
Education
University of Brighton 1972 — 1976
BS, Computer Science
UBS Wealth Management June 1986 - April 2009
UBS 1980 - 2009
Skills
CICS, TSO, JCL, COBOL, Visio, Business Analysis, Application Development, Unix, VSAM, MS Project, SQL, Visual Basic, Fileaid, Project Planning, Databases, Analysis, Sybase, Mainframe, SDLC, Unix Shell Scripting, Crystal Reports, AIX, Software Development, FTP, SQL Server, C
Education
University of Brighton 1972 — 1976
BS, Computer Science
Zarrah Birdie's UBS Experience June 2009 - December 2009
Job MBA Candidate at UC BerkeleyHaas School of Business
Industry Management Consulting
Experience
Clinton Health Access Initiative October 2014 - June 2015
Clinton Health Access Initiative January 2014 - October 2014
Clinton Health Access Initiative May 2013 - January 2014
Lazard June 2011 - May 2013
The Caedmon Group LLC February 2010 - October 2010
Goldman Sachs June 2010 - August 2010
UBS June 2009 - December 2009
Equilar February 2009 - May 2009
KASB Bank May 2008 - August 2008
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Non-Profit/Public/Organizational Management, Strategy Consulting
University of California, Berkeley, Haas School of Business 2007 — 2011
BS, Business Administration, Concentration in Finance, Minor in Public Policy
Karachi Grammar School 1997 — 2007
GED, GCE A Levels; O Levels - University of Cambridge International Examinations
Clinton Health Access Initiative October 2014 - June 2015
Clinton Health Access Initiative January 2014 - October 2014
Clinton Health Access Initiative May 2013 - January 2014
Lazard June 2011 - May 2013
The Caedmon Group LLC February 2010 - October 2010
Goldman Sachs June 2010 - August 2010
UBS June 2009 - December 2009
Equilar February 2009 - May 2009
KASB Bank May 2008 - August 2008
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Non-Profit/Public/Organizational Management, Strategy Consulting
University of California, Berkeley, Haas School of Business 2007 — 2011
BS, Business Administration, Concentration in Finance, Minor in Public Policy
Karachi Grammar School 1997 — 2007
GED, GCE A Levels; O Levels - University of Cambridge International Examinations
Nick Gizzarelli's UBS Experience March 2005 - September 2005
Job Wealth & Retirement Advisor at Capital Performance Advisors
Industry Financial Services
Experience
Capital Performance Advisors July 2013 - Present
PensionOne Advisors, Inc. March 2011 - September 2014
Independent Brewers United August 2005 - October 2010
UBS March 2005 - September 2005
Education
University of Illinois Springfield 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration & Economics, Magna Cum Laude
University of California, Berkeley 2004 — 2007
Civil Engineering
Capital Performance Advisors July 2013 - Present
PensionOne Advisors, Inc. March 2011 - September 2014
Independent Brewers United August 2005 - October 2010
UBS March 2005 - September 2005
Education
University of Illinois Springfield 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration & Economics, Magna Cum Laude
University of California, Berkeley 2004 — 2007
Civil Engineering
Bart Grenning's UBS Experience March 1996 - March 1998
Job Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2008 - Present
Pequot Capital May 2006 - February 2008
Credit Suisse May 2000 - May 2006
Morgan Stanley March 1998 - May 2000
UBS March 1996 - March 1998
ING Barings April 1995 - March 1996
Credit Suisse First Boston June 1990 - April 1995
Education
University of California, Berkeley 1986 — 1990
Economics
TIAA-CREF March 2008 - Present
Pequot Capital May 2006 - February 2008
Credit Suisse May 2000 - May 2006
Morgan Stanley March 1998 - May 2000
UBS March 1996 - March 1998
ING Barings April 1995 - March 1996
Credit Suisse First Boston June 1990 - April 1995
Education
University of California, Berkeley 1986 — 1990
Economics
Stephen Platter's UBS Experience May 2006 - Present
Job Vice President Board Member at Futures Explored
Industry Financial Services
Experience
PRIDE Industries September 2010 - Present
Futures Explored January 2007 - Present
UBS May 2006 - Present
Merrill Lynch August 1992 - May 2006
Education
University of California, Los Angeles 1990 — 1992
MBA, Finance
University of California, Berkeley, Haas School of Business 1982 — 1986
BS, Business Administration
PRIDE Industries September 2010 - Present
Futures Explored January 2007 - Present
UBS May 2006 - Present
Merrill Lynch August 1992 - May 2006
Education
University of California, Los Angeles 1990 — 1992
MBA, Finance
University of California, Berkeley, Haas School of Business 1982 — 1986
BS, Business Administration
Kennette Mora's UBS Experience August 2006 - July 2007
Job Banking Professional
Industry Banking
Experience
n/a Legal AssistantGeneral ElectricOctober 2007 - February 2008
UBS August 2006 - July 2007
Citi Group October 2005 - August 2006
UBS Investment Bank July 2004 - July 2005
USMC February 1998 - January 2002
Skills
Software Documentation, Management, Accounting, Human Resources, Data Entry, Databases, Loans, Credit, Retail Banking, Consumer Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Commercial Lending, Cash Management, Deposits, Credit Risk, Branch Banking, Cross Selling, Loan Origination, Mortgage Banking
Education
University of Bridgeport 2009 — 2011
Master of Science (M.S.), Education, 3.7
Western Connecticut State University
BA, BUSINESS ADMINISTRATION
n/a Legal AssistantGeneral ElectricOctober 2007 - February 2008
UBS August 2006 - July 2007
Citi Group October 2005 - August 2006
UBS Investment Bank July 2004 - July 2005
USMC February 1998 - January 2002
Skills
Software Documentation, Management, Accounting, Human Resources, Data Entry, Databases, Loans, Credit, Retail Banking, Consumer Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Commercial Lending, Cash Management, Deposits, Credit Risk, Branch Banking, Cross Selling, Loan Origination, Mortgage Banking
Education
University of Bridgeport 2009 — 2011
Master of Science (M.S.), Education, 3.7
Western Connecticut State University
BA, BUSINESS ADMINISTRATION
Amy Huang's UBS Experience February 2012 - April 2012
Job Senior Product Planning Analyst at ASUS
Industry Computer Hardware
Experience
ASUS July 2014 - Present
ASUS July 2012 - June 2014
UBS February 2012 - April 2012
SanDisk June 2011 - August 2011
Smart Modular Technologies May 2010 - August 2010
DeWinter Group May 2009 - August 2009
Skills
Product Management, Project Management, Product Development, Product Cost Analysis, Forecasting, Inventory Management, Product Analysis, Pricing Strategy, Finance, Product Marketing, Business Development, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word
Education
University of California, Berkeley 2008 — 2012
Political Economy, Environmental Economics and Policy
ASUS July 2014 - Present
ASUS July 2012 - June 2014
UBS February 2012 - April 2012
SanDisk June 2011 - August 2011
Smart Modular Technologies May 2010 - August 2010
DeWinter Group May 2009 - August 2009
Skills
Product Management, Project Management, Product Development, Product Cost Analysis, Forecasting, Inventory Management, Product Analysis, Pricing Strategy, Finance, Product Marketing, Business Development, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word
Education
University of California, Berkeley 2008 — 2012
Political Economy, Environmental Economics and Policy
G. Stuart Spence, Jr's UBS Experience May 1962 - Present
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 1962 - Present
Education
University of California, Berkeley
Bachelor of Science (B.S.), Business Administration
UBS May 1962 - Present
Education
University of California, Berkeley
Bachelor of Science (B.S.), Business Administration
Hoki Luk's UBS Experience 2002 - 2004
Job Managing Partner at Western Bridge, LLC
Industry Financial Services
Experience
Western Bridge, LLC 2009 - Present
Citigroup 2007 - 2009
Sivik Global Healthcare December 2005 - November 2007
UBS 2002 - 2004
CSFB 2001 - 2002
Salomon Brothers 1999 - 2001
Skills
Private Equity, Healthcare, Biotechnology
Education
University of California, Berkeley, Haas School of Business
BS, Business Administration
Western Bridge, LLC 2009 - Present
Citigroup 2007 - 2009
Sivik Global Healthcare December 2005 - November 2007
UBS 2002 - 2004
CSFB 2001 - 2002
Salomon Brothers 1999 - 2001
Skills
Private Equity, Healthcare, Biotechnology
Education
University of California, Berkeley, Haas School of Business
BS, Business Administration
Bradford Shaffer's UBS Experience April 2008 - Present
Job Senior Portfolio Manager, Senior Vice President Wealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS April 2008 - Present
Merrill Lynch 1985 - 2008
Education
University of California, Los Angeles 1980 — 1985
Business Economics
UBS April 2008 - Present
Merrill Lynch 1985 - 2008
Education
University of California, Los Angeles 1980 — 1985
Business Economics
Bing Presnell's UBS Experience October 2009 - Present
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS October 2009 - Present
Lehman Brothers January 2000 - 2009
Education
University of California, Berkeley 1976 — 1980
International Economics
UBS October 2009 - Present
Lehman Brothers January 2000 - 2009
Education
University of California, Berkeley 1976 — 1980
International Economics
Brady Fuchs's UBS Experience 2000 - 2003
Job Financial Advisor, Concert Wealth Management
Industry Investment Management
Experience
Concert Wealth Management August 2009 - Present
Citi 2005 - 2009
WMFS 2004 - 2005
UBS 2000 - 2003
Education
University of California, Irvine 1986 — 1992
Concert Wealth Management August 2009 - Present
Citi 2005 - 2009
WMFS 2004 - 2005
UBS 2000 - 2003
Education
University of California, Irvine 1986 — 1992
Chinmoy Saha's UBS Experience April 1997 - July 2003
Job Senior Consultant (Programmer Analyst) at Royal Bank Of Scotland
Industry
Experience
Royal Bank Of Scotland May 2011 - Present
Credit Suisse January 2005 - June 2011
Citigroup August 2003 - December 2004
UBS April 1997 - July 2003
Information Builders February 1995 - April 1997
Republic National Bank 1988 - 1992
SWIFT 1985 - 1987
Education
University of Calcutta 1979 — 1982
M. Tech., Computer Science
University of Calcutta 1977 — 1979
M. Sc., Pure Math.
Royal Bank Of Scotland May 2011 - Present
Credit Suisse January 2005 - June 2011
Citigroup August 2003 - December 2004
UBS April 1997 - July 2003
Information Builders February 1995 - April 1997
Republic National Bank 1988 - 1992
SWIFT 1985 - 1987
Education
University of Calcutta 1979 — 1982
M. Tech., Computer Science
University of Calcutta 1977 — 1979
M. Sc., Pure Math.
David Squires's UBS Experience January 2013 - Present
Job Delivering Business Intelligence as a Global / Cross Functional Shared Service
Industry Banking
Experience
UBS January 2013 - Present
UBS November 2011 - June 2013
UBS Investment Bank January 2010 - November 2011
UBS Investment Bank January 2007 - January 2010
UBS Investment Bank April 2005 - January 2007
UBS Investment Bank July 2003 - April 2005
UBS Investment Bank August 2000 - July 2003
UBS Investment Bank July 1999 - August 2000
Bankers Trust March 1998 - July 1999
Fuji Bank November 1994 - March 1998
Skills
Managerial Experience, Business Analytics, Investment Banking, Stakeholder Management, Business Analysis, Outsourcing, Process Excellence, Change Management, Business Management, MIS, Operational Excellence, Management, Financial Services, Business Intelligence
Education
ACCA - Association of Certified Chartered Accountants 1995 — 1998
University of Brighton 1991 — 1994
Upper 2:1, BA Hons Accounting & Finance
Hastings College of Arts & Technology 1989 — 1991
Distinction, BTEC National Diploma in Business & Finance
UBS January 2013 - Present
UBS November 2011 - June 2013
UBS Investment Bank January 2010 - November 2011
UBS Investment Bank January 2007 - January 2010
UBS Investment Bank April 2005 - January 2007
UBS Investment Bank July 2003 - April 2005
UBS Investment Bank August 2000 - July 2003
UBS Investment Bank July 1999 - August 2000
Bankers Trust March 1998 - July 1999
Fuji Bank November 1994 - March 1998
Skills
Managerial Experience, Business Analytics, Investment Banking, Stakeholder Management, Business Analysis, Outsourcing, Process Excellence, Change Management, Business Management, MIS, Operational Excellence, Management, Financial Services, Business Intelligence
Education
ACCA - Association of Certified Chartered Accountants 1995 — 1998
University of Brighton 1991 — 1994
Upper 2:1, BA Hons Accounting & Finance
Hastings College of Arts & Technology 1989 — 1991
Distinction, BTEC National Diploma in Business & Finance
Lexing Yang's UBS Experience June 2012 - August 2012
Job Data Engineer at Glu Mobile
Industry Computer Games
Experience
Glu Mobile February 2015 - Present
Glu Mobile June 2013 - February 2015
UBS June 2012 - August 2012
University of California, Berkeley, Haas School of Business January 2012 - August 2012
Skills
Statistics, SQL, Matlab, Python, Hive, R (Programming Language), R, LaTeX, Microsoft Office, Analysis, Data Analysis, Statistical Modeling, SAS programming, SAS, Tableau, VBA
Education
University of California, Berkeley
Bachelor's, Statistics
Glu Mobile February 2015 - Present
Glu Mobile June 2013 - February 2015
UBS June 2012 - August 2012
University of California, Berkeley, Haas School of Business January 2012 - August 2012
Skills
Statistics, SQL, Matlab, Python, Hive, R (Programming Language), R, LaTeX, Microsoft Office, Analysis, Data Analysis, Statistical Modeling, SAS programming, SAS, Tableau, VBA
Education
University of California, Berkeley
Bachelor's, Statistics
Jason Ka Yan Lau's UBS Experience August 2012 - June 2013
Job IM Tax Associate at PwC
Industry Financial Services
Experience
PwC July 2014 - Present
UBS August 2012 - June 2013
PwC 2013 - 2013
Merrill Lynch June 2011 - August 2011
Echelon Clinic January 2008 - July 2010
Skills
Finance, Economics, Networking, Event Planning, Public Speaking, PowerPoint, Microsoft Excel, Financial Analysis, Social Media, Microsoft Word, Market Research, Microsoft Office, Research, Customer Service, Data Analysis, Social Media Marketing, Social Networking, Accounting, Team Leadership, Outlook, Financial Modeling
Education
Haas School of Business, University of California 2012 — 2014
Bachelor of Science, Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
St. George's Secondary School 2006 — 2010
PwC July 2014 - Present
UBS August 2012 - June 2013
PwC 2013 - 2013
Merrill Lynch June 2011 - August 2011
Echelon Clinic January 2008 - July 2010
Skills
Finance, Economics, Networking, Event Planning, Public Speaking, PowerPoint, Microsoft Excel, Financial Analysis, Social Media, Microsoft Word, Market Research, Microsoft Office, Research, Customer Service, Data Analysis, Social Media Marketing, Social Networking, Accounting, Team Leadership, Outlook, Financial Modeling
Education
Haas School of Business, University of California 2012 — 2014
Bachelor of Science, Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
St. George's Secondary School 2006 — 2010
Greg Werner's UBS Experience CPAPwCJanuary 1986 - May 1988
Job Senior Vice PresidentInvestments, Private Wealth Advisor at UBS
Industry Financial Services
Experience
UBS CPAPwCJanuary 1986 - May 1988
Education
UC Berkeley
UBS CPAPwCJanuary 1986 - May 1988
Education
UC Berkeley
Mandy Hua's UBS Experience January 2004 - June 2007
Job Accounting at UBS
Industry Financial Services
Experience
UBS January 2004 - June 2007
Education
University of California, Los Angeles
UBS January 2004 - June 2007
Education
University of California, Los Angeles
Christina Stamler's UBS Experience May 2001 - July 2008
Job Manager, HR Operations at Time Warner Inc.
Industry Entertainment
Experience
Time Warner Inc. July 2008 - Present
UBS May 2001 - July 2008
Morgan Stanley July 1999 - April 2001
Skills
Vendor Management, Human Resources, Management, Leadership, Employee Benefits, PeopleSoft, HRIS, Performance Management, Process Improvement, Employee Engagement, Project Management, Change Management, Strategy, Succession Planning
Education
UC Irvine 1996 — 1999
B.A. Economics, Minor in Environmental Analysis and Design
Time Warner Inc. July 2008 - Present
UBS May 2001 - July 2008
Morgan Stanley July 1999 - April 2001
Skills
Vendor Management, Human Resources, Management, Leadership, Employee Benefits, PeopleSoft, HRIS, Performance Management, Process Improvement, Employee Engagement, Project Management, Change Management, Strategy, Succession Planning
Education
UC Irvine 1996 — 1999
B.A. Economics, Minor in Environmental Analysis and Design
James Kung's UBS Experience 1996 - 1999
Job Consultant at Adz Group
Industry Management Consulting
Experience
Adz Group 2010 - Present
PrivatSea 2004 - 2010
Daticon EED 2002 - 2004
Fulcrum Analytics 2000 - 2002
UBS 1996 - 1999
UBS 1993 - 1996
IBM 1991 - 1993
IBM 1989 - 1991
Skills
Start-ups, Entrepreneurship, Strategic Partnerships, Business Strategy, CRM, Investment Banking, Business Development, P&L Management, International Business, Management, Sales Management, Marketing Strategy, Project Management, Brand Development
Education
INSEAD 1999 — 2000
MBA, Marketing and Strategy
UC Berkeley 1984 — 1989
BA, History
Adz Group 2010 - Present
PrivatSea 2004 - 2010
Daticon EED 2002 - 2004
Fulcrum Analytics 2000 - 2002
UBS 1996 - 1999
UBS 1993 - 1996
IBM 1991 - 1993
IBM 1989 - 1991
Skills
Start-ups, Entrepreneurship, Strategic Partnerships, Business Strategy, CRM, Investment Banking, Business Development, P&L Management, International Business, Management, Sales Management, Marketing Strategy, Project Management, Brand Development
Education
INSEAD 1999 — 2000
MBA, Marketing and Strategy
UC Berkeley 1984 — 1989
BA, History
JiaJia Chen's UBS Experience July 2011 - August 2013
Job International Program Manager at University of Connecticut, School of Business
Industry Human Resources
Experience
University of Connecticut---School of Business August 2013 - Present
UBS July 2011 - August 2013
Putnam Leasing Co. May 2009 - July 2011
UBS Investment Bank October 2007 - October 2008
Wades Dairy Inc January 2007 - April 2007
Skills
Human Resources, Financial Analysis, HRIS, PeopleSoft, Planning & Organizing..., Taxations, Communication, Applicant Tracking..., Deferred Compensation
Education
University of Bridgeport 2005 — 2007
Master of Science (M.S.), Human Resource Development
Norwalk Community College
Certification, Accounting
University of Connecticut---School of Business August 2013 - Present
UBS July 2011 - August 2013
Putnam Leasing Co. May 2009 - July 2011
UBS Investment Bank October 2007 - October 2008
Wades Dairy Inc January 2007 - April 2007
Skills
Human Resources, Financial Analysis, HRIS, PeopleSoft, Planning & Organizing..., Taxations, Communication, Applicant Tracking..., Deferred Compensation
Education
University of Bridgeport 2005 — 2007
Master of Science (M.S.), Human Resource Development
Norwalk Community College
Certification, Accounting
Lucia Skwarek's UBS Experience January 1995 - May 1998
Job Emerging Markets Equity Specialist
Industry Financial Services
Experience
L-Squared Capital LLC March 2013 - Present
Chesapeake Asset Management, LLC January 2012 - December 2012
Fintech Advisory Inc. February 2008 - January 2010
Greylock Capital Management January 2005 - January 2008
J.P. Morgan May 1983 - December 2001
UBS January 1995 - May 1998
Skills
Hedge Funds, Private Equity, Emerging Markets, Equities, Investments, Portfolio Management, Asset Allocation, Securities, Mutual Funds, Asset Management, Alternative Investments, Proprietary Trading, Management, Due Diligence, Financial Modeling, Restructuring
Education
UC Berkeley 1978 — 1982
BA, Rhetoric
University of Madrid 1980 — 1981
Economics, Political Science, Spanish
L-Squared Capital LLC March 2013 - Present
Chesapeake Asset Management, LLC January 2012 - December 2012
Fintech Advisory Inc. February 2008 - January 2010
Greylock Capital Management January 2005 - January 2008
J.P. Morgan May 1983 - December 2001
UBS January 1995 - May 1998
Skills
Hedge Funds, Private Equity, Emerging Markets, Equities, Investments, Portfolio Management, Asset Allocation, Securities, Mutual Funds, Asset Management, Alternative Investments, Proprietary Trading, Management, Due Diligence, Financial Modeling, Restructuring
Education
UC Berkeley 1978 — 1982
BA, Rhetoric
University of Madrid 1980 — 1981
Economics, Political Science, Spanish
Nikitha Reddy's UBS Experience June 2011 - August 2011
Job eCommerce Platform Portfolio Analyst at Apple
Industry Financial Services
Experience
Capgemini August 2013 - June 2015
Hitachi Data Systems June 2012 - August 2012
UBS June 2011 - August 2011
India Waves Television and Network December 2007 - June 2011
Education
University of California, Irvine 2009 — 2013
BS, Political Science
Archbishop Mitty High School 2005 — 2009
Capgemini August 2013 - June 2015
Hitachi Data Systems June 2012 - August 2012
UBS June 2011 - August 2011
India Waves Television and Network December 2007 - June 2011
Education
University of California, Irvine 2009 — 2013
BS, Political Science
Archbishop Mitty High School 2005 — 2009
Neel Mehta's UBS Experience January 2011 - March 2011
Job Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting July 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
UBS January 2011 - March 2011
Education
University of California, Los Angeles 2006 — 2011
Bachelor of Arts, Economics
Deloitte Consulting July 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
UBS January 2011 - March 2011
Education
University of California, Los Angeles 2006 — 2011
Bachelor of Arts, Economics
Sridinesh Kolluru's UBS Experience March 2008 - December 2009
Job Product Manager at Casino Essentials, LLC
Industry Information Technology and Services
Experience
Casino Essentials, LLC August 2015 - Present
McAfee (An Intel Company) June 2014 - September 2014
Oracle Corporation August 2010 - August 2013
Cognizant Technology Solutions December 2009 - August 2010
UBS March 2008 - December 2009
Skills
Databases, Oracle E-Business Suite, Project Management, Linux, Management Consulting, Cloud Computing, Security, SQL, Team Management, Requirements Gathering, Product Management, Competitive Analysis, Weblogic Administration, Red Hat Linux, Business Strategy, Market Research, Product Marketing, Product Strategy, PL/SQL, SDLC, Go-to-market Strategy, Agile Methodologies, Scrum, Business Process
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2015
Master of Business Administration (MBA), Marketing
Vasavi College of Engineering 2003 — 2007
Bachelor of Engineering (B.E.), Electronics and Communications Engineering
S.K.M Memorial Junior College 2001 — 2003
High School, Mathematics, Physics and Chemistry
Warangal Public School
Casino Essentials, LLC August 2015 - Present
McAfee (An Intel Company) June 2014 - September 2014
Oracle Corporation August 2010 - August 2013
Cognizant Technology Solutions December 2009 - August 2010
UBS March 2008 - December 2009
Skills
Databases, Oracle E-Business Suite, Project Management, Linux, Management Consulting, Cloud Computing, Security, SQL, Team Management, Requirements Gathering, Product Management, Competitive Analysis, Weblogic Administration, Red Hat Linux, Business Strategy, Market Research, Product Marketing, Product Strategy, PL/SQL, SDLC, Go-to-market Strategy, Agile Methodologies, Scrum, Business Process
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2015
Master of Business Administration (MBA), Marketing
Vasavi College of Engineering 2003 — 2007
Bachelor of Engineering (B.E.), Electronics and Communications Engineering
S.K.M Memorial Junior College 2001 — 2003
High School, Mathematics, Physics and Chemistry
Warangal Public School
Carmen Mason's UBS Experience 1994 - 2000
Job Future Media Concepts Training Training in Digital Media
Industry Education Management
Experience
Future Media Concepts, Irvine branch August 2012 - Present
Promedia Academy - Apple and Adobe Authorized Gold Level Training Center January 2010 - July 2012
Meguiar's 2004 - 2008
UBS 1994 - 2000
Skills
Email Marketing, Online Marketing, Marketing Strategy, Digital Marketing, Social Media Marketing
Education
University of California, Irvine 1999 — 2001
Master's degree, Business Administration and Management, General
Management College, Zurich Switzerland 1997 — 1998
Bachelor's degree, Marketing/Marketing Management, General
University of Applied Science, Zurich Switzerland 1995 — 1997
Bachelor of Arts (B.A.), Modern Languages
Future Media Concepts, Irvine branch August 2012 - Present
Promedia Academy - Apple and Adobe Authorized Gold Level Training Center January 2010 - July 2012
Meguiar's 2004 - 2008
UBS 1994 - 2000
Skills
Email Marketing, Online Marketing, Marketing Strategy, Digital Marketing, Social Media Marketing
Education
University of California, Irvine 1999 — 2001
Master's degree, Business Administration and Management, General
Management College, Zurich Switzerland 1997 — 1998
Bachelor's degree, Marketing/Marketing Management, General
University of Applied Science, Zurich Switzerland 1995 — 1997
Bachelor of Arts (B.A.), Modern Languages
Erin Chui's UBS Experience July 2012 - October 2012
Job Staff Accountant at Novogradac & Company LLP
Industry Accounting
Experience
Novogradac & Company LLP January 2014 - Present
Shoreline Surgical January 2013 - January 2014
DW Investment Group, Inc. November 2012 - April 2013
UBS July 2012 - October 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, QuickBooks, Accounting, Accounts Payable
Education
University of California, Irvine 2009 — 2013
Business Economica & Accounting
University of Sussex 2011 — 2011
Novogradac & Company LLP January 2014 - Present
Shoreline Surgical January 2013 - January 2014
DW Investment Group, Inc. November 2012 - April 2013
UBS July 2012 - October 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, QuickBooks, Accounting, Accounts Payable
Education
University of California, Irvine 2009 — 2013
Business Economica & Accounting
University of Sussex 2011 — 2011
Deborah Key's UBS Experience March 2001 - Present
Job Senior Vice President/Wealth Advisor at UBS
Industry Financial Services
Experience
UBS March 2001 - Present
Merrill Lynch April 1989 - March 2001
Credit Suisse January 1988 - April 1989
Morgan Stanley July 1987 - July 1988
Skills
Wealth Management, Asset Allocation, Retirement Planning, Series 7, Investment Advisory, Wealth Management..., Investment Strategies, Estate Planning, Wealth, Investments, Financial Advisory, Strategic Financial..., Portfolio Management, Private Banking, Asset Management, High Net Worth...
Education
University of California, Los Angeles
UBS March 2001 - Present
Merrill Lynch April 1989 - March 2001
Credit Suisse January 1988 - April 1989
Morgan Stanley July 1987 - July 1988
Skills
Wealth Management, Asset Allocation, Retirement Planning, Series 7, Investment Advisory, Wealth Management..., Investment Strategies, Estate Planning, Wealth, Investments, Financial Advisory, Strategic Financial..., Portfolio Management, Private Banking, Asset Management, High Net Worth...
Education
University of California, Los Angeles
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.