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
Erica Tanner Erica Tanner's UBS Experience January 2013 - January 2015
Job Senior Registered Client Service Associate at Capital Growth
Industry Financial Services
Experience
Capital Growth February 2015 - Present
UBS January 2013 - January 2015
Morgan Stanley Wealth Management 2005 - March 2013
Skills
Series 7, Series 63, Mutual Funds, Investments, Portfolio Management, Wealth Management, Alternative Investments, Retirement Planning, Asset Allocation, Securities, Sales, Client Services, Financial Services
Education
University of California, San Diego
Bachelor’s Degree, Biology, General
Capital Growth February 2015 - Present
UBS January 2013 - January 2015
Morgan Stanley Wealth Management 2005 - March 2013
Skills
Series 7, Series 63, Mutual Funds, Investments, Portfolio Management, Wealth Management, Alternative Investments, Retirement Planning, Asset Allocation, Securities, Sales, Client Services, Financial Services
Education
University of California, San Diego
Bachelor’s Degree, Biology, General
Faris Barudi Faris Barudi's UBS Experience August 2015 - Present
Job Incoming Derivatives Trading Analyst at UBS
Industry Investment Management
Experience
UBS August 2015 - Present
Investment Advisory Committee, UCSB September 2014 - June 2015
UBS June 2014 - August 2014
UC Santa Barbara Chemical Engineering April 2013 - January 2014
Breakthrough Collaborative June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Matlab
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Science (BS), Double Major in Chemical Engineering and Financial Mathematics
UBS August 2015 - Present
Investment Advisory Committee, UCSB September 2014 - June 2015
UBS June 2014 - August 2014
UC Santa Barbara Chemical Engineering April 2013 - January 2014
Breakthrough Collaborative June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Matlab
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Science (BS), Double Major in Chemical Engineering and Financial Mathematics
Robyn Haiges's UBS Experience September 2012 - December 2012
Job Regional Marketing Specialist at AIG Annuities
Industry Financial Services
Experience
AIG Retirement Services July 2013 - Present
UBS September 2012 - December 2012
Skills
Project Planning, Customer Service, Sales, PowerPoint, Leadership, Microsoft Excel, Social Media, Microsoft Office
Education
University of California, Riverside 2009 — 2013
BS, Business Administration, Financial Economics, senior
Redondo Union High School 2005 — 2009
High School Diploma
AIG Retirement Services July 2013 - Present
UBS September 2012 - December 2012
Skills
Project Planning, Customer Service, Sales, PowerPoint, Leadership, Microsoft Excel, Social Media, Microsoft Office
Education
University of California, Riverside 2009 — 2013
BS, Business Administration, Financial Economics, senior
Redondo Union High School 2005 — 2009
High School Diploma
Cheng (Jason) Jiang Cheng (Jason) Jiang's UBS Experience June 2012 - August 2012
Job Ph.D., Assistant Professor of finance
Industry Higher Education
Experience
Fox School of Business at Temple University July 2014 - Present
University of California, Riverside June 2012 - June 2014
Morgan Stanley July 2013 - September 2013
Gurtin Fixed Income Management June 2013 - July 2013
UBS June 2012 - August 2012
Skills
Time Series Analysis, Multivariate Analysis, Regression, Matlab, Eviews, Stata, Microsoft Office, Data Analysis, Economic Research, Financial Analysis, Statistics, Economics, Research, Econometrics, Macroeconomics, Analysis, Forecasting, Financial Modeling, Applied Econometrics, Numerical Analysis, Econometric Modeling, Financial Economics, Qualitative Research, Teaching, SAS, Statistical Modeling, Monte Carlo Simulation
Education
University of California, Riverside 2008 — 2013
Ph.D., Financial Economics and Econometrics
University of California, Riverside 2008 — 2010
Master, Economics
Fox School of Business at Temple University July 2014 - Present
University of California, Riverside June 2012 - June 2014
Morgan Stanley July 2013 - September 2013
Gurtin Fixed Income Management June 2013 - July 2013
UBS June 2012 - August 2012
Skills
Time Series Analysis, Multivariate Analysis, Regression, Matlab, Eviews, Stata, Microsoft Office, Data Analysis, Economic Research, Financial Analysis, Statistics, Economics, Research, Econometrics, Macroeconomics, Analysis, Forecasting, Financial Modeling, Applied Econometrics, Numerical Analysis, Econometric Modeling, Financial Economics, Qualitative Research, Teaching, SAS, Statistical Modeling, Monte Carlo Simulation
Education
University of California, Riverside 2008 — 2013
Ph.D., Financial Economics and Econometrics
University of California, Riverside 2008 — 2010
Master, Economics
Rachel Davey Rachel Davey's UBS Experience March 2010 - March 2011
Job Special Events, Development Coordinator at The National MS Society
Industry Events Services
Experience
National Multiple Sclerosis Society, Southern California & Nevada Chapter January 2013 - Present
Sweet XO May 2012 - December 2012
Foodtemps November 2011 - May 2012
Mountbatten Internship Programme March 2010 - July 2011
UBS March 2010 - March 2011
UCSD Programs Abroad Office September 2008 - September 2009
Skills
Leadership, Event Planning, Management, Customer Service, Project Management, Program Management, Employee Training, Human Resources, Corporate Events, Fundraising, Professional..., Data Entry, Retail, Outlook, Data Analysis, Social Media, Research, PowerPoint, Nonprofits, Portfolio Management, Quality Control, Event Management, Marketing, Social Media Marketing, Training, Marketing Strategy, Community Outreach, Recruiting, Sales, Social Networking, Project Planning, Marketing Communications, Microsoft Office, Public Speaking, Strategic Planning, Facebook, Time Management, Microsoft Excel, Communication, CRM, Sponsorship, Volunteer Management, Strategy
Education
Naresuan University, Bangkok, Thailand 2011 — 2011
Certification, International Business, Mountbatten Institute Asia Pacific Field Research
St. Mary's University College, Twickenham 2010 — 2011
MBA, International Business
University of California, San Diego 2005 — 2009
B.A., Communication
University of Leeds 2007 — 2008
Education Abroad Program, Communication Studies
Granada Hills High School
National Multiple Sclerosis Society, Southern California & Nevada Chapter January 2013 - Present
Sweet XO May 2012 - December 2012
Foodtemps November 2011 - May 2012
Mountbatten Internship Programme March 2010 - July 2011
UBS March 2010 - March 2011
UCSD Programs Abroad Office September 2008 - September 2009
Skills
Leadership, Event Planning, Management, Customer Service, Project Management, Program Management, Employee Training, Human Resources, Corporate Events, Fundraising, Professional..., Data Entry, Retail, Outlook, Data Analysis, Social Media, Research, PowerPoint, Nonprofits, Portfolio Management, Quality Control, Event Management, Marketing, Social Media Marketing, Training, Marketing Strategy, Community Outreach, Recruiting, Sales, Social Networking, Project Planning, Marketing Communications, Microsoft Office, Public Speaking, Strategic Planning, Facebook, Time Management, Microsoft Excel, Communication, CRM, Sponsorship, Volunteer Management, Strategy
Education
Naresuan University, Bangkok, Thailand 2011 — 2011
Certification, International Business, Mountbatten Institute Asia Pacific Field Research
St. Mary's University College, Twickenham 2010 — 2011
MBA, International Business
University of California, San Diego 2005 — 2009
B.A., Communication
University of Leeds 2007 — 2008
Education Abroad Program, Communication Studies
Granada Hills High School
Naseem Delan's UBS Experience July 2008 - September 2008
Job
Industry Computer Software
Experience
FileMaker Inc., an Apple subsidiary April 2015 - Present
Actuate May 2014 - April 2015
YouTube 2013 - 2014
Actuate September 2011 - October 2012
Coldwell Banker October 2010 - October 2011
Disney Interactive Studios November 2009 - May 2010
UBS July 2008 - September 2008
Stanford University June 2006 - September 2006
Skills
Salesforce.com, Business Development, Lead Generation, Account Management, Marketing, CRM, Leadership, Entrepreneurship, Management, Sales Management, Sales, SaaS, Start-ups, Social Media Marketing, Sales Process, Direct Sales, Marketing Strategy, Business Intelligence, Online Advertising, Market Research, Social Networking, Microsoft Excel, Digital Marketing, Event Management, E-commerce, Online Marketing, Analytics, B2B, Strategy, Social Media, Strategic Partnerships, Cold Calling, SEM, New Business Development, Strategic Planning, Negotiation, Competitive Analysis, Facebook, Sales Operations, Advertising, Selling, Email Marketing, Product Marketing, Marketing Communications, Business Strategy, Market Analysis
Education
University of California, Los Angeles 2007 — 2009
B.A., Economics
FileMaker Inc., an Apple subsidiary April 2015 - Present
Actuate May 2014 - April 2015
YouTube 2013 - 2014
Actuate September 2011 - October 2012
Coldwell Banker October 2010 - October 2011
Disney Interactive Studios November 2009 - May 2010
UBS July 2008 - September 2008
Stanford University June 2006 - September 2006
Skills
Salesforce.com, Business Development, Lead Generation, Account Management, Marketing, CRM, Leadership, Entrepreneurship, Management, Sales Management, Sales, SaaS, Start-ups, Social Media Marketing, Sales Process, Direct Sales, Marketing Strategy, Business Intelligence, Online Advertising, Market Research, Social Networking, Microsoft Excel, Digital Marketing, Event Management, E-commerce, Online Marketing, Analytics, B2B, Strategy, Social Media, Strategic Partnerships, Cold Calling, SEM, New Business Development, Strategic Planning, Negotiation, Competitive Analysis, Facebook, Sales Operations, Advertising, Selling, Email Marketing, Product Marketing, Marketing Communications, Business Strategy, Market Analysis
Education
University of California, Los Angeles 2007 — 2009
B.A., Economics
Jessica Lo's UBS Experience May 2015 - Present
Job Intern at UBS
Industry
Experience
UBS May 2015 - Present
laneOPX March 2015 - Present
Triton Consulting Group November 2014 - Present
Bystanders to Upstanders Corporation March 2014 - December 2014
Confess.ly November 2013 - June 2014
Zooey Magazine August 2009 - June 2013
Skills
Microsoft Excel, Financial Services, Early-stage Startups, Project Management, Fundraising, Pitching Media, Blogging, Social Media Marketing, Photoshop, Facebook, Startup Marketing, Event Management, Facebook Marketing, Microsoft Word, Non-profit Development
Education
University of California, San Diego 2013 — 2017
Bachelor of Arts (BA), Economics
Fremont High School 2009 — 2013
High School, 4.59
UBS May 2015 - Present
laneOPX March 2015 - Present
Triton Consulting Group November 2014 - Present
Bystanders to Upstanders Corporation March 2014 - December 2014
Confess.ly November 2013 - June 2014
Zooey Magazine August 2009 - June 2013
Skills
Microsoft Excel, Financial Services, Early-stage Startups, Project Management, Fundraising, Pitching Media, Blogging, Social Media Marketing, Photoshop, Facebook, Startup Marketing, Event Management, Facebook Marketing, Microsoft Word, Non-profit Development
Education
University of California, San Diego 2013 — 2017
Bachelor of Arts (BA), Economics
Fremont High School 2009 — 2013
High School, 4.59
Nathan Freeh Nathan Freeh's UBS Experience June 2001 - September 2001
Job Dynamic Thinker, Creative Strategist
Industry Management Consulting
Experience
Long Beach Young Democrats February 2014 - Present
Freeh Thought Group January 2013 - Present
Long Beach Young Democrats April 2013 - February 2014
Resources Unlimited, Inc. 2008 - January 2013
Al Austin Campaign for Long Beach City Council February 2012 - April 2012
Tamar Group 2006 - August 2008
Resources Unlimited, Inc. 2004 - 2008
UBS June 2001 - September 2001
Skills
Start-ups, Product Development, Strategic Planning, Business Development, Entrepreneurship, Product Management, Marketing, Marketing Strategy, New Business Development, E-commerce, Business Strategy, Strategy, Customer Insight, Digital Media, Brand Management, Public Relations, Social Media, Media Relations, Event Planning, Management, Fundraising, Event Management, CRM, Team Leadership, Analysis, Brand Development, Social Media Marketing, Online Marketing, Email Marketing, Strategic Communications, Marketing Communications, Social Networking, Integrated Marketing, Advertising, Community Outreach, Government, Digital Strategy, Digital Marketing, Corporate Communications, Nonprofits, Copywriting, Creative Direction, Marketing Research, Account Management, Team Building, Organizational..., Facebook, Community Development, Blogging, Press Releases
Education
University of California, Santa Barbara 2001 — 2003
History, History of Art and Architecture, Creative Literature
Long Beach Young Democrats February 2014 - Present
Freeh Thought Group January 2013 - Present
Long Beach Young Democrats April 2013 - February 2014
Resources Unlimited, Inc. 2008 - January 2013
Al Austin Campaign for Long Beach City Council February 2012 - April 2012
Tamar Group 2006 - August 2008
Resources Unlimited, Inc. 2004 - 2008
UBS June 2001 - September 2001
Skills
Start-ups, Product Development, Strategic Planning, Business Development, Entrepreneurship, Product Management, Marketing, Marketing Strategy, New Business Development, E-commerce, Business Strategy, Strategy, Customer Insight, Digital Media, Brand Management, Public Relations, Social Media, Media Relations, Event Planning, Management, Fundraising, Event Management, CRM, Team Leadership, Analysis, Brand Development, Social Media Marketing, Online Marketing, Email Marketing, Strategic Communications, Marketing Communications, Social Networking, Integrated Marketing, Advertising, Community Outreach, Government, Digital Strategy, Digital Marketing, Corporate Communications, Nonprofits, Copywriting, Creative Direction, Marketing Research, Account Management, Team Building, Organizational..., Facebook, Community Development, Blogging, Press Releases
Education
University of California, Santa Barbara 2001 — 2003
History, History of Art and Architecture, Creative Literature
Shane Sideris Shane Sideris's UBS Experience June 2012 - November 2012
Job Analyst at BlackRock
Industry Investment Management
Experience
BlackRock August 2013 - Present
UCLA Undergraduate Investment Society June 2011 - June 2013
UBS June 2012 - November 2012
UCLA Daily Bruin June 2011 - September 2012
Skills
Investments, Sales, Financial Analysis, Microsoft Excel, Fundamental Analysis, Microsoft Word, PowerPoint, Data Analysis, Economics, Value Investing, Asset Management, Real Estate, Market Research, Finance, Financial Modeling
Education
UCLA 2009 — 2013
Bachelor of Arts (B.A.), Economics
BlackRock August 2013 - Present
UCLA Undergraduate Investment Society June 2011 - June 2013
UBS June 2012 - November 2012
UCLA Daily Bruin June 2011 - September 2012
Skills
Investments, Sales, Financial Analysis, Microsoft Excel, Fundamental Analysis, Microsoft Word, PowerPoint, Data Analysis, Economics, Value Investing, Asset Management, Real Estate, Market Research, Finance, Financial Modeling
Education
UCLA 2009 — 2013
Bachelor of Arts (B.A.), Economics
Hunter Harris Hunter Harris's UBS Experience October 2009 - June 2010
Job QA Manager at Black Mountain Systems
Industry Computer Software
Experience
Black Mountain Systems August 2015 - Present
Black Mountain Systems January 2013 - July 2015
Black Mountain Systems January 2013 - January 2014
Black Mountain Systems January 2011 - January 2013
UBS October 2009 - June 2010
Skills
Business Analysis, SQL, SDLC, SharePoint, Requirements Gathering, Data Analysis, Portfolio Management, Fixed Income, Operations Processes, Financial Services, Financial Analysis, Project Management, Asset Managment, Derivatives, Business Operations, Electronic Trading, Training, Quality Assurance, Operational Process..., Software Lifecycle..., IT Strategy, Confluence, Microsoft SQL Server, Microsoft Office, Virtualization, VirtualBox, VMware Infrastructure, Release Notes, Business Development, Business Process Design, Everest, Beyond Compare, SQL Server Management..., Database Administration, Software Quality..., Technical Writing, Technical Training, XML, XSLT
Education
University of California, San Diego 2007 — 2011
BA, Economics
Black Mountain Systems August 2015 - Present
Black Mountain Systems January 2013 - July 2015
Black Mountain Systems January 2013 - January 2014
Black Mountain Systems January 2011 - January 2013
UBS October 2009 - June 2010
Skills
Business Analysis, SQL, SDLC, SharePoint, Requirements Gathering, Data Analysis, Portfolio Management, Fixed Income, Operations Processes, Financial Services, Financial Analysis, Project Management, Asset Managment, Derivatives, Business Operations, Electronic Trading, Training, Quality Assurance, Operational Process..., Software Lifecycle..., IT Strategy, Confluence, Microsoft SQL Server, Microsoft Office, Virtualization, VirtualBox, VMware Infrastructure, Release Notes, Business Development, Business Process Design, Everest, Beyond Compare, SQL Server Management..., Database Administration, Software Quality..., Technical Writing, Technical Training, XML, XSLT
Education
University of California, San Diego 2007 — 2011
BA, Economics
Eric Spicher's UBS Experience March 2006 - November 2007
Job Branch Manager at Freedom Mortgage Corporation
Industry Financial Services
Experience
Freedom Mortgage Corporation April 2015 - Present
JP Morgan Chase & NSPCC September 2011 - March 2015
Nationstar Mortgage Wholesale Lending November 2009 - September 2011
UBS March 2006 - November 2007
CitiMortgage October 1998 - March 2006
Skills
Mortgage Lending, Loans, Residential Mortgages, Loan Origination, VA loans, Credit, Mortgage Banking, Microsoft Office, Banking, Sales, Sales Management, FHA, Refinance, FHA financing, Strategic Planning, Credit Analysis, Microsoft Excel, Customer Service, Finance, Real Estate, First Time Home Buyers, Account Management, Investment Properties
Education
University of Central Florida 1992 — 1995
bachelor of arts, Communications / Marketing
Freedom Mortgage Corporation April 2015 - Present
JP Morgan Chase & NSPCC September 2011 - March 2015
Nationstar Mortgage Wholesale Lending November 2009 - September 2011
UBS March 2006 - November 2007
CitiMortgage October 1998 - March 2006
Skills
Mortgage Lending, Loans, Residential Mortgages, Loan Origination, VA loans, Credit, Mortgage Banking, Microsoft Office, Banking, Sales, Sales Management, FHA, Refinance, FHA financing, Strategic Planning, Credit Analysis, Microsoft Excel, Customer Service, Finance, Real Estate, First Time Home Buyers, Account Management, Investment Properties
Education
University of Central Florida 1992 — 1995
bachelor of arts, Communications / Marketing
Benjamin Caplan Benjamin Caplan's UBS Experience July 2012 - September 2012
Job Business Professional at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management April 2015 - Present
Sard Verbinnen & Co July 2013 - April 2015
Merrill Lynch September 2012 - December 2012
UBS July 2012 - September 2012
Catalyst Prep LLC June 2011 - September 2011
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics & Geography/Environmental Studies
University of Warwick 2011 — 2011
Economics
Granada Hills Senior High School 2005 — 2009
Morgan Stanley Private Wealth Management April 2015 - Present
Sard Verbinnen & Co July 2013 - April 2015
Merrill Lynch September 2012 - December 2012
UBS July 2012 - September 2012
Catalyst Prep LLC June 2011 - September 2011
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics & Geography/Environmental Studies
University of Warwick 2011 — 2011
Economics
Granada Hills Senior High School 2005 — 2009
Nathan Alan Dinh Nathan Alan Dinh's UBS Experience January 2011 - April 2011
Job Mobile Marketing Manager at App Annie
Industry Information Technology and Services
Experience
App Annie October 2014 - Present
Perfect World Entertainment, Inc. April 2014 - October 2014
Equity West Capital Partners November 2012 - April 2014
Conquest Capital Partners October 2011 - June 2012
UBS January 2011 - April 2011
Schroeder Management Company January 2007 - December 2009
Skills
Mobile User Acquisition, Mobile Gaming, Campaign Strategies, KPI Reports, Real Estate, Investment Properties, Entrepreneurship, Financial Modeling, Microsoft Excel, Data Analysis, Analysis, Property Management, Portfolio Management, PowerPoint, Microsoft Office, Accounting, Research, Photoshop, Digital Photography, Finance, Financial Analysis, Budgets, Database Management, P&L Analysis
Education
University of California, San Diego - The Rady School of Management 2008 — 2012
Bachelor of the Arts, Economics, Minor: Accounting
App Annie October 2014 - Present
Perfect World Entertainment, Inc. April 2014 - October 2014
Equity West Capital Partners November 2012 - April 2014
Conquest Capital Partners October 2011 - June 2012
UBS January 2011 - April 2011
Schroeder Management Company January 2007 - December 2009
Skills
Mobile User Acquisition, Mobile Gaming, Campaign Strategies, KPI Reports, Real Estate, Investment Properties, Entrepreneurship, Financial Modeling, Microsoft Excel, Data Analysis, Analysis, Property Management, Portfolio Management, PowerPoint, Microsoft Office, Accounting, Research, Photoshop, Digital Photography, Finance, Financial Analysis, Budgets, Database Management, P&L Analysis
Education
University of California, San Diego - The Rady School of Management 2008 — 2012
Bachelor of the Arts, Economics, Minor: Accounting
Tim Obert Tim Obert's UBS Experience June 2006 - September 2006
Job CEO and CoFounder Seven Stills Distillery, Project Manager Tape to Type Transcriptions
Industry Retail
Experience
Seven Stills January 2013 - Present
Tape to Type March 2010 - Present
Tape To Type 2004 - 2008
UBS June 2006 - September 2006
Washington Mutual June 2004 - September 2006
Skills
Entrepreneurship, New Business Development, Project Management, Distillation, Retail Marketing, Finance, Accounting, Sales
Education
EF 2010 — 2011
Credential, Mandarin
University of California, Santa Cruz 2006 — 2010
BA, Business Management Economics
University of Cambridge 2008 — 2008
BA, Economics
Seven Stills January 2013 - Present
Tape to Type March 2010 - Present
Tape To Type 2004 - 2008
UBS June 2006 - September 2006
Washington Mutual June 2004 - September 2006
Skills
Entrepreneurship, New Business Development, Project Management, Distillation, Retail Marketing, Finance, Accounting, Sales
Education
EF 2010 — 2011
Credential, Mandarin
University of California, Santa Cruz 2006 — 2010
BA, Business Management Economics
University of Cambridge 2008 — 2008
BA, Economics
Luke Wilken Luke Wilken's UBS Experience October 2012 - Present
Job Registered Branch Service Associate
Industry Financial Services
Experience
UBS October 2012 - Present
UBS April 2009 - November 2012
Geek Squad October 2005 - August 2006
Education
University of California, San Diego 2003 — 2008
BA in Economics
UBS October 2012 - Present
UBS April 2009 - November 2012
Geek Squad October 2005 - August 2006
Education
University of California, San Diego 2003 — 2008
BA in Economics
David Pretlove's UBS Experience January 2007 - December 2007
Job Senior System Architect Corporate Applications at Terex
Industry Information Technology and Services
Experience
Terex November 2012 - Present
CFHAOB September 2012 - Present
NHFOA July 2010 - Present
WCLOA March 2010 - Present
Connecticut Lacrosse Officials Association April 2009 - Present
Terex March 2008 - November 2012
UBS January 2007 - December 2007
Comag Marketing Group January 1997 - December 2006
Sony Entertainment July 1996 - January 1997
Sanofi Winthrop 1992 - 1996
Skills
Business Intelligence, Project Management, Oracle E-Business Suite, Business Analysis, Data Warehousing, ERP, Oracle, Requirements Analysis, SQL, Change Management, IT Strategy, Team Leadership, ETL, Business Objects, Vendor Management, Business Process, CRM, Integration, Process Improvement, Project Planning, SDLC, Business Process..., MS Project, Disaster Recovery, Agile Methodologies, Management, Databases, Software Development, Strategy, Team Management, Leadership, Start-ups, Team Building, PMO, Strategic Planning, IT Management, Supply Chain, Visio, Budgets, Oracle Applications, Program Management
Education
University of Cambridge 1982 — 1985
MA, Computer Science
University of Cambridge 1982 — 1985
Master of Arts (M.A.), Computer Science
Terex November 2012 - Present
CFHAOB September 2012 - Present
NHFOA July 2010 - Present
WCLOA March 2010 - Present
Connecticut Lacrosse Officials Association April 2009 - Present
Terex March 2008 - November 2012
UBS January 2007 - December 2007
Comag Marketing Group January 1997 - December 2006
Sony Entertainment July 1996 - January 1997
Sanofi Winthrop 1992 - 1996
Skills
Business Intelligence, Project Management, Oracle E-Business Suite, Business Analysis, Data Warehousing, ERP, Oracle, Requirements Analysis, SQL, Change Management, IT Strategy, Team Leadership, ETL, Business Objects, Vendor Management, Business Process, CRM, Integration, Process Improvement, Project Planning, SDLC, Business Process..., MS Project, Disaster Recovery, Agile Methodologies, Management, Databases, Software Development, Strategy, Team Management, Leadership, Start-ups, Team Building, PMO, Strategic Planning, IT Management, Supply Chain, Visio, Budgets, Oracle Applications, Program Management
Education
University of Cambridge 1982 — 1985
MA, Computer Science
University of Cambridge 1982 — 1985
Master of Arts (M.A.), Computer Science
Brian Moores Brian Moores's UBS Experience August 2010 - December 2010
Job Qualified candidate for career opportunities in Finance and Business
Industry Financial Services
Experience
Walt Disney World April 2013 - January 2015
ING Financial Partners October 2013 - June 2014
ConvergEx Group October 2012 - January 2013
Jackson Wealth Management August 2011 - October 2012
UBS August 2010 - December 2010
SRS Real Estate Partners October 2009 - February 2010
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Social Networking, Microsoft Office, Market Research, Customer Service, Banking, Time Management, Research, Account Management, Series 7, Social Media, Customer Support, Technical Support, Financial Reporting, Reporting & Analysis, Facebook, Leadership, Team Leadership, Event Planning, Investment Research, Appointment Scheduling, Enthusiasm to learn, Life & Health Insurance..., Fixed Annuities, Indexed Annuities
Education
University of Central Florida - College of Business Administration 2007 — 2011
Bachleors, Finance and Real Estate
Newsome High School
Walt Disney World April 2013 - January 2015
ING Financial Partners October 2013 - June 2014
ConvergEx Group October 2012 - January 2013
Jackson Wealth Management August 2011 - October 2012
UBS August 2010 - December 2010
SRS Real Estate Partners October 2009 - February 2010
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Social Networking, Microsoft Office, Market Research, Customer Service, Banking, Time Management, Research, Account Management, Series 7, Social Media, Customer Support, Technical Support, Financial Reporting, Reporting & Analysis, Facebook, Leadership, Team Leadership, Event Planning, Investment Research, Appointment Scheduling, Enthusiasm to learn, Life & Health Insurance..., Fixed Annuities, Indexed Annuities
Education
University of Central Florida - College of Business Administration 2007 — 2011
Bachleors, Finance and Real Estate
Newsome High School
David Rutberg David Rutberg's UBS Experience May 1998 - Present
Job First Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 1998 - Present
Education
University of California, Los Angeles 1985 — 1988
Political Science and Government
UBS May 1998 - Present
Education
University of California, Los Angeles 1985 — 1988
Political Science and Government
Catherine Lin, PHR Catherine Lin, PHR's UBS Experience March 2010 - February 2011
Job Resource Manager at EY
Industry Human Resources
Experience
EY October 2014 - Present
Cymer September 2011 - October 2014
Bainbridge Capital February 2011 - September 2011
UBS March 2010 - February 2011
University Directories June 2009 - August 2009
Skills
Market Research, Human Resources, Talent Acquisition, Microsoft Excel, Employee Referral..., Mergers & Acquisitions, Corporate Relocation, HR Reports, Management, Sales, Employee Benefits, Employee Relations, Recruiting, Data Analysis, Financial Analysis, Performance Management, Compensation Strategies, Talent Management, Benefits Administration, Employee Wellness..., Onboarding, HRIS, Taleo, Applicant Tracking...
Education
University of California, San Diego 2008 — 2011
B.A., Economics
EY October 2014 - Present
Cymer September 2011 - October 2014
Bainbridge Capital February 2011 - September 2011
UBS March 2010 - February 2011
University Directories June 2009 - August 2009
Skills
Market Research, Human Resources, Talent Acquisition, Microsoft Excel, Employee Referral..., Mergers & Acquisitions, Corporate Relocation, HR Reports, Management, Sales, Employee Benefits, Employee Relations, Recruiting, Data Analysis, Financial Analysis, Performance Management, Compensation Strategies, Talent Management, Benefits Administration, Employee Wellness..., Onboarding, HRIS, Taleo, Applicant Tracking...
Education
University of California, San Diego 2008 — 2011
B.A., Economics
Cameron Marsh's UBS Experience May 2012 - August 2012
Job Healthcare Financial Associate at SMJ Enterprises
Industry Management Consulting
Experience
SMJ Enterprises September 2013 - Present
SMJ Enterprises May 2013 - September 2013
Small Business Development Center Orlando August 2012 - December 2012
UBS May 2012 - August 2012
SMJ Enterprises March 2008 - March 2010
Skills
Solution Development, Problem Framing, Leadership, Time Management, Priority Management, Close Attention to..., Project Management, Analytical Skills, Presentation Development, Management, Marketing, Business Process, Management Consulting, Finance, Customer Service, Microsoft Excel, Public Speaking, Teamwork
Education
University of Central Florida 2010 — 2013
Bachelor of Science (B.S.), Business Management
University of Central Florida 2010 — 2013
Bachelor of Science (B.S.), Legal Studies
SMJ Enterprises September 2013 - Present
SMJ Enterprises May 2013 - September 2013
Small Business Development Center Orlando August 2012 - December 2012
UBS May 2012 - August 2012
SMJ Enterprises March 2008 - March 2010
Skills
Solution Development, Problem Framing, Leadership, Time Management, Priority Management, Close Attention to..., Project Management, Analytical Skills, Presentation Development, Management, Marketing, Business Process, Management Consulting, Finance, Customer Service, Microsoft Excel, Public Speaking, Teamwork
Education
University of Central Florida 2010 — 2013
Bachelor of Science (B.S.), Business Management
University of Central Florida 2010 — 2013
Bachelor of Science (B.S.), Legal Studies
Perry Chen Perry Chen's UBS Experience October 2012 - December 2012
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2014 - Present
Andersen Tax July 2013 - September 2013
Gumbiner Savett January 2013 - April 2013
UBS October 2012 - December 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, Tax
Education
University of California, Los Angeles 2010 — 2014
Bachelors of Arts, Business Economics
Andersen Tax July 2014 - Present
Andersen Tax July 2013 - September 2013
Gumbiner Savett January 2013 - April 2013
UBS October 2012 - December 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, Tax
Education
University of California, Los Angeles 2010 — 2014
Bachelors of Arts, Business Economics
Daniel R. Patton's UBS Experience July 2010 - June 2012
Job Sales/Biz Dev Professional at Groupon
Industry Internet
Experience
Groupon February 2015 - Present
McMaster-Carr September 2012 - May 2014
UBS July 2010 - June 2012
UBS June 2009 - August 2009
UBS June 2008 - August 2008
Discover Financial Services May 2007 - August 2007
Skills
IPO, Asset Managment, Mergers, Financial Modeling, Banking, Equities, Fixed Income, Investment Banking, Mergers & Acquisitions, Acquisitions, Valuation, Microsoft Excel, Hedge Funds, Finance, Investments, Restructuring, Data Analysis, Emerging Markets, Bloomberg, Financial Analysis, Asset Management, Private Equity, Corporate Development, Equity Research, Venture Capital, Capital Markets, Derivatives, DCF, Due Diligence, Economics, Portfolio Management, Leveraged Finance, Alternative Investments, LBO, Corporate Finance
Education
University of Pennsylvania 2006 — 2010
BA, History & Africana Studies
University of Cape Town 2009 — 2009
Study Abroad
Walter Payton College Prep 2002 — 2006
Burnside Academy
Groupon February 2015 - Present
McMaster-Carr September 2012 - May 2014
UBS July 2010 - June 2012
UBS June 2009 - August 2009
UBS June 2008 - August 2008
Discover Financial Services May 2007 - August 2007
Skills
IPO, Asset Managment, Mergers, Financial Modeling, Banking, Equities, Fixed Income, Investment Banking, Mergers & Acquisitions, Acquisitions, Valuation, Microsoft Excel, Hedge Funds, Finance, Investments, Restructuring, Data Analysis, Emerging Markets, Bloomberg, Financial Analysis, Asset Management, Private Equity, Corporate Development, Equity Research, Venture Capital, Capital Markets, Derivatives, DCF, Due Diligence, Economics, Portfolio Management, Leveraged Finance, Alternative Investments, LBO, Corporate Finance
Education
University of Pennsylvania 2006 — 2010
BA, History & Africana Studies
University of Cape Town 2009 — 2009
Study Abroad
Walter Payton College Prep 2002 — 2006
Burnside Academy
Connor Reeves's UBS Experience June 2012 - September 2012
Job CBRE
Industry Real Estate
Experience
CBRE December 2013 - Present
Sunshine Volleyball Club October 2012 - Present
Student Sports June 2013 - November 2013
UCLA Department of Intercollegiate Athletics September 2009 - June 2013
UCLA Radio Broadcasting January 2010 - May 2013
UBS June 2012 - September 2012
Education
UCLA 2009 — 2013
Bachelor's degree, Sociology
Cathedral Catholic 2005 — 2009
High School
CBRE December 2013 - Present
Sunshine Volleyball Club October 2012 - Present
Student Sports June 2013 - November 2013
UCLA Department of Intercollegiate Athletics September 2009 - June 2013
UCLA Radio Broadcasting January 2010 - May 2013
UBS June 2012 - September 2012
Education
UCLA 2009 — 2013
Bachelor's degree, Sociology
Cathedral Catholic 2005 — 2009
High School
Ali Zamani, CFS Ali Zamani, CFS's UBS Experience January 2005 - February 2008
Job CFO & CoFounder at Steel Peak Wealth Management, LLC
Industry Financial Services
Experience
Steel Peak Wealth Management, LLC October 2012 - Present
Morgan Stanley Smith Barney February 2008 - October 2012
UBS January 2005 - February 2008
Education
UCSB 1999 — 2003
Bachelor of Arts (BA), Economics
Steel Peak Wealth Management, LLC October 2012 - Present
Morgan Stanley Smith Barney February 2008 - October 2012
UBS January 2005 - February 2008
Education
UCSB 1999 — 2003
Bachelor of Arts (BA), Economics
Michael Moscuzza, CAIA Michael Moscuzza, CAIA's UBS Experience September 2008 - November 2010
Job Director at Harvest Capital Strategies
Industry Investment Management
Experience
Harvest Capital Strategies January 2015 - Present
Harvest Capital Strategies February 2011 - January 2015
UBS September 2008 - November 2010
Lehman Brothers June 2008 - September 2008
Thomas Weisel Partners June 2007 - June 2008
Skills
Alternative Investments, Hedge Funds, Private Equity, Venture Capital, Asset Management, Investment Management
Education
University of California, San Diego
BS, Management Science and Engineering
Harvest Capital Strategies January 2015 - Present
Harvest Capital Strategies February 2011 - January 2015
UBS September 2008 - November 2010
Lehman Brothers June 2008 - September 2008
Thomas Weisel Partners June 2007 - June 2008
Skills
Alternative Investments, Hedge Funds, Private Equity, Venture Capital, Asset Management, Investment Management
Education
University of California, San Diego
BS, Management Science and Engineering
Frank Landon Frank Landon's UBS Experience February 2006 - February 2010
Job Investment Analyst
Industry Financial Services
Experience
Self-employed March 2010 - Present
UBS February 2006 - February 2010
KPMG US September 1995 - January 2006
Skills
Financial Analysis, Financial Risk, Strategic Financial..., Private Equity, Equity Research, Growth Capital, Business Acquisition, Financial Modeling, Finance, Mergers & Acquisitions, Investments, Analysis, Financial Reporting
Education
University of California, Los Angeles 1991 — 1995
Bachelor of Science (BS), Accounting and Finance
Self-employed March 2010 - Present
UBS February 2006 - February 2010
KPMG US September 1995 - January 2006
Skills
Financial Analysis, Financial Risk, Strategic Financial..., Private Equity, Equity Research, Growth Capital, Business Acquisition, Financial Modeling, Finance, Mergers & Acquisitions, Investments, Analysis, Financial Reporting
Education
University of California, Los Angeles 1991 — 1995
Bachelor of Science (BS), Accounting and Finance
Tyler Jay Keel's UBS Experience January 2013 - May 2013
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
The Alex McDonald Foundation June 2013 - June 2015
Fidelity Investments July 2013 - April 2015
UBS January 2013 - May 2013
Education
University of Central Florida 2011 — 2013
Finance, Finance, General
Fidelity Investments April 2015 - Present
The Alex McDonald Foundation June 2013 - June 2015
Fidelity Investments July 2013 - April 2015
UBS January 2013 - May 2013
Education
University of Central Florida 2011 — 2013
Finance, Finance, General
Brianne Squibb Brianne Squibb's UBS Experience July 2011 - August 2012
Job
Industry Financial Services
Experience
UBS July 2011 - August 2012
Morgan Stanley Smith Barney September 2007 - July 2011
Morgan Stanley Smith Barney June 2003 - September 2007
Education
University of Cincinnati College of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), International Finance
UBS July 2011 - August 2012
Morgan Stanley Smith Barney September 2007 - July 2011
Morgan Stanley Smith Barney June 2003 - September 2007
Education
University of Cincinnati College of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), International Finance
Bill Borden Bill Borden's UBS Experience November 2008 - Present
Job UBS Private Wealth Management
Industry Financial Services
Experience
UBS November 2008 - Present
Credit Suisse February 2001 - November 2008
JP Morgan May 1998 - February 2001
Coopers & Lybrand FAS Practice April 1996 - May 1998
Education
UCLA 1992 — 1996
Business Economics
UBS November 2008 - Present
Credit Suisse February 2001 - November 2008
JP Morgan May 1998 - February 2001
Coopers & Lybrand FAS Practice April 1996 - May 1998
Education
UCLA 1992 — 1996
Business Economics
Mike Bornhorst Mike Bornhorst's UBS Experience February 2007 - August 2008
Job First Vice President Investments The Bornhorst Wealth Management Group, of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2008 - Present
The National Hemophilia Foundation April 2005 - April 2010
UBS February 2007 - August 2008
McDonald Investments May 1996 - February 2007
Education
University of Cincinnati College of Business 1985 — 1990
University of Cincinnati
Bachelor's Degree, finance/real estate
St. Ignatius High School
Wells Fargo Advisors August 2008 - Present
The National Hemophilia Foundation April 2005 - April 2010
UBS February 2007 - August 2008
McDonald Investments May 1996 - February 2007
Education
University of Cincinnati College of Business 1985 — 1990
University of Cincinnati
Bachelor's Degree, finance/real estate
St. Ignatius High School
Emily Deem's UBS Experience May 2011 - August 2011
Job UCF Finance Degree Graduate
Industry Financial Services
Experience
Gator's Dockside May 2008 - Present
UBS May 2011 - August 2011
Skills
Commitment, Team Motivator, Initiating, Punctual, Strategic Thinking, Creative Problem Solving
Education
University of Central Florida 2009 — 2011
BS, Finance
Gator's Dockside May 2008 - Present
UBS May 2011 - August 2011
Skills
Commitment, Team Motivator, Initiating, Punctual, Strategic Thinking, Creative Problem Solving
Education
University of Central Florida 2009 — 2011
BS, Finance
S. John Winkworth S. John Winkworth's UBS Experience January 2001 - February 2005
Job President and Financial Advisor at Winkworth Wealth Strategies, Inc
Industry Financial Services
Experience
Winkworth Wealth Strategies, Inc February 2005 - Present
UBS January 2001 - February 2005
Skills
Wealth Management, Fixed Annuities, Mutual Funds, Portfolio Management, Finance, Investments, Retirement, Asset Management, Securities, Strategy, Asset Managment, Business Strategy, 401k, Project Planning, Series 7, Investment Advisory, Investment Strategies, Program Management, Risk Management, Wealth Management..., Retirement Planning, Financial Advisory, Bonds, Alternative Investments, Wealth Accumulation, FINRA, Financial Risk, Strategic Financial..., Strategic Planning, High Net Worth..., Financial Analysis, Financial Services, Wealth, Asset Allocation, Analysis, Equities, Estate Planning
Education
University of California, Santa Barbara 1983 — 1987
Bachelor of Arts, Economics
Winkworth Wealth Strategies, Inc February 2005 - Present
UBS January 2001 - February 2005
Skills
Wealth Management, Fixed Annuities, Mutual Funds, Portfolio Management, Finance, Investments, Retirement, Asset Management, Securities, Strategy, Asset Managment, Business Strategy, 401k, Project Planning, Series 7, Investment Advisory, Investment Strategies, Program Management, Risk Management, Wealth Management..., Retirement Planning, Financial Advisory, Bonds, Alternative Investments, Wealth Accumulation, FINRA, Financial Risk, Strategic Financial..., Strategic Planning, High Net Worth..., Financial Analysis, Financial Services, Wealth, Asset Allocation, Analysis, Equities, Estate Planning
Education
University of California, Santa Barbara 1983 — 1987
Bachelor of Arts, Economics
Walt Edwards, CFA Walt Edwards, CFA's UBS Experience January 1993 - January 1996
Job Director
Industry Capital Markets
Experience
Wells Fargo Securities October 2007 - Present
Wells Fargo Bank March 2003 - October 2007
FG Partners LP January 2001 - March 2003
Westwood Opportunity Fund January 1999 - January 2001
Prudential Securities January 1996 - January 1999
UBS January 1993 - January 1996
Skills
Interest Rate..., Private Banking, Investment Advisory, Derivatives, Wealth Management, Banking, Fixed Income, Investment Management, Credit Analysis
Education
Pacific Coast Banking School @ University of Washington 2006 — 2008
Graduate Degree, Banking
University of California, Los Angeles 1986 — 1990
B.S., Applied Mathematics
Wells Fargo Securities October 2007 - Present
Wells Fargo Bank March 2003 - October 2007
FG Partners LP January 2001 - March 2003
Westwood Opportunity Fund January 1999 - January 2001
Prudential Securities January 1996 - January 1999
UBS January 1993 - January 1996
Skills
Interest Rate..., Private Banking, Investment Advisory, Derivatives, Wealth Management, Banking, Fixed Income, Investment Management, Credit Analysis
Education
Pacific Coast Banking School @ University of Washington 2006 — 2008
Graduate Degree, Banking
University of California, Los Angeles 1986 — 1990
B.S., Applied Mathematics
Sasha Bolivar Sasha Bolivar's UBS Experience June 2013 - August 2013
Job Sales Enablement Specialist at Procore Technologies
Industry Computer Software
Experience
Procore Technologies August 2015 - Present
EY August 2014 - August 2015
Leggitt Properties January 2012 - January 2014
NewSpace Global March 2013 - November 2013
The Finance Connection February 2012 - October 2013
UBS June 2013 - August 2013
Investment Advisory Committee February 2012 - June 2013
Stockr November 2012 - April 2013
Kappa Kappa Gamma 2010 - 2013
SCIENCE AND SOCIETY July 2011 - March 2012
Skills
Finance, Financial Analysis, Valuation, Analysis, Market Research, Property Management, Time Management, Microsoft Excel, Microsoft Word, Portfolio Management, Financial Modeling, Stock Picking, Investments, Equity Research, Leadership, Multiple Listing Service, Economics, Accounting, Customer Service, Negotiation, Data Analysis, Research, PowerPoint, Equities, QuickBooks, SQL, Project Management, Github, Business Strategy
Education
University of California, Santa Barbara 2012 — 2014
Bachelor of Arts (B.A.), International Relations
Interlake High School
Procore Technologies August 2015 - Present
EY August 2014 - August 2015
Leggitt Properties January 2012 - January 2014
NewSpace Global March 2013 - November 2013
The Finance Connection February 2012 - October 2013
UBS June 2013 - August 2013
Investment Advisory Committee February 2012 - June 2013
Stockr November 2012 - April 2013
Kappa Kappa Gamma 2010 - 2013
SCIENCE AND SOCIETY July 2011 - March 2012
Skills
Finance, Financial Analysis, Valuation, Analysis, Market Research, Property Management, Time Management, Microsoft Excel, Microsoft Word, Portfolio Management, Financial Modeling, Stock Picking, Investments, Equity Research, Leadership, Multiple Listing Service, Economics, Accounting, Customer Service, Negotiation, Data Analysis, Research, PowerPoint, Equities, QuickBooks, SQL, Project Management, Github, Business Strategy
Education
University of California, Santa Barbara 2012 — 2014
Bachelor of Arts (B.A.), International Relations
Interlake High School
Brian Lehman Brian Lehman's UBS Experience 2002 - 2005
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Just Farmed January 2013 - Present
Morgan Stanley 2009 - January 2013
Merrill Lynch 2005 - 2009
UBS 2002 - 2005
UBS 1997 - 2000
Skills
Capital Markets, Equities, Investment Banking, Valuation, Financial Modeling, Fixed Income, Corporate Finance, Hedge Funds, Private Equity, Series 7, Equity Derivatives, Bloomberg, Alternative Investments, Due Diligence, Derivatives
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance, General
University of Cambridge 1995 — 1997
Master of Philosophy (MPhil), International Relations and Affairs
Villanova University 1991 — 1995
Bachelor's degree, International Business and Political Science
J.P. Morgan April 2013 - Present
Just Farmed January 2013 - Present
Morgan Stanley 2009 - January 2013
Merrill Lynch 2005 - 2009
UBS 2002 - 2005
UBS 1997 - 2000
Skills
Capital Markets, Equities, Investment Banking, Valuation, Financial Modeling, Fixed Income, Corporate Finance, Hedge Funds, Private Equity, Series 7, Equity Derivatives, Bloomberg, Alternative Investments, Due Diligence, Derivatives
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance, General
University of Cambridge 1995 — 1997
Master of Philosophy (MPhil), International Relations and Affairs
Villanova University 1991 — 1995
Bachelor's degree, International Business and Political Science
Amy Corelli Amy Corelli's UBS Experience March 2004 - Present
Job Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS March 2004 - Present
Skills
Financial Services, Customer Service
Education
University of Cincinnati 1997 — 2001
Associate's degree, Elementary Education and Teaching, Kindergarten
Northern Kentucky University
UBS March 2004 - Present
Skills
Financial Services, Customer Service
Education
University of Cincinnati 1997 — 2001
Associate's degree, Elementary Education and Teaching, Kindergarten
Northern Kentucky University
Sean Lawson's UBS Experience June 2009 - June 2010
Job Manager Technology at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group July 2014 - Present
SVB Financial Group March 2013 - July 2014
SVB Financial Group August 2011 - February 2013
Caliber Advisors, Inc. January 2010 - July 2011
UBS June 2009 - June 2010
Warren College Residential Life August 2008 - June 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Start-ups, Due Diligence, Data Analysis, Tableau
Education
University of California, San Diego 2007 — 2011
Management Science (Operations Research), B.S., Economics, Mathematics, Finance
SVB Financial Group July 2014 - Present
SVB Financial Group March 2013 - July 2014
SVB Financial Group August 2011 - February 2013
Caliber Advisors, Inc. January 2010 - July 2011
UBS June 2009 - June 2010
Warren College Residential Life August 2008 - June 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Start-ups, Due Diligence, Data Analysis, Tableau
Education
University of California, San Diego 2007 — 2011
Management Science (Operations Research), B.S., Economics, Mathematics, Finance
Felix Liu Felix Liu's UBS Experience June 2015 - August 2015
Job Student at University of California, Los Angeles
Industry Financial Services
Experience
UBS June 2015 - August 2015
PwC June 2014 - August 2014
Industrial and Commercial Bank of China August 2013 - September 2013
Stanton & Company January 2013 - March 2013
Skills
Economics, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Stata, Microsoft Office, Microsoft Word, Data Analysis, Accounting, Valuation, Corporate Finance, Bloomberg, Teamwork, Investments, Financial Accounting
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics
UBS June 2015 - August 2015
PwC June 2014 - August 2014
Industrial and Commercial Bank of China August 2013 - September 2013
Stanton & Company January 2013 - March 2013
Skills
Economics, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Stata, Microsoft Office, Microsoft Word, Data Analysis, Accounting, Valuation, Corporate Finance, Bloomberg, Teamwork, Investments, Financial Accounting
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics
Susan Somers Susan Somers's UBS Experience March 2009 - Present
Job Vice President Investments at UBS Financial Services
Industry Financial Services
Experience
UBS March 2009 - Present
Morgan Stanley April 1999 - March 2009
Gruntal & Co. April 1982 - April 1999
Education
University of Cincinnati 1961 — 1965
elementary education
Freeport High School 1957 — 1961
Elementary Education and Teaching
UBS March 2009 - Present
Morgan Stanley April 1999 - March 2009
Gruntal & Co. April 1982 - April 1999
Education
University of Cincinnati 1961 — 1965
elementary education
Freeport High School 1957 — 1961
Elementary Education and Teaching
Jeff Swinehart Jeff Swinehart's UBS Experience August 2006 - July 2007
Job Marketing at Fitbit
Industry Marketing and Advertising
Experience
Fitbit July 2015 - Present
SuccessFactors June 2013 - July 2015
Freshima, LLC August 2012 - June 2013
Cricket Communications June 2012 - August 2012
Fisher Investments July 2010 - June 2011
Fisher Investments August 2007 - July 2010
UBS August 2006 - July 2007
Skills
Marketing, Sales, Analysis, Sales Management, Market Research, Marketing Research, Valuation, Financial Analysis, Portfolio Management, Product Marketing, Pricing, Analytics, Asset Managment, Competitive Analysis, Investments, Business Strategy, Marketing Strategy, Cross-functional Team..., Sales Operations, Direct Sales, Strategy
Education
University of California, San Diego - The Rady School of Management 2011 — 2013
Master of Business Administration (MBA), Marketing/Marketing Management
University of Colorado Boulder - Leeds School of Business 2003 — 2007
BS Degree, Business Administration; Emphasis in Finance
University of Virginia 2006 — 2006
Semester at Sea, International Economics, Tourism, and Asian Literature
Fitbit July 2015 - Present
SuccessFactors June 2013 - July 2015
Freshima, LLC August 2012 - June 2013
Cricket Communications June 2012 - August 2012
Fisher Investments July 2010 - June 2011
Fisher Investments August 2007 - July 2010
UBS August 2006 - July 2007
Skills
Marketing, Sales, Analysis, Sales Management, Market Research, Marketing Research, Valuation, Financial Analysis, Portfolio Management, Product Marketing, Pricing, Analytics, Asset Managment, Competitive Analysis, Investments, Business Strategy, Marketing Strategy, Cross-functional Team..., Sales Operations, Direct Sales, Strategy
Education
University of California, San Diego - The Rady School of Management 2011 — 2013
Master of Business Administration (MBA), Marketing/Marketing Management
University of Colorado Boulder - Leeds School of Business 2003 — 2007
BS Degree, Business Administration; Emphasis in Finance
University of Virginia 2006 — 2006
Semester at Sea, International Economics, Tourism, and Asian Literature
Sherry Sokol Sherry Sokol's UBS Experience 1987 - 1995
Job Owner, Sokol Properties
Industry Real Estate
Experience
Carriage Trade Realty April 2013 - Present
Sokol Properties 1989 - Present
Columbus,Ohio January 2004 - August 2011
UBS 1987 - 1995
Skills
Real Estate, Sellers, Rentals, Investments, Buyer Representation, First Time Home Buyers, Listings, Single Family Homes, Condos, Investment Properties, Investors, Referrals, Townhomes, Real Estate Transactions, Residential Homes
Education
University of Cincinnati 1967 — 1970
Associate, Liberal Arts
Carriage Trade Realty April 2013 - Present
Sokol Properties 1989 - Present
Columbus,Ohio January 2004 - August 2011
UBS 1987 - 1995
Skills
Real Estate, Sellers, Rentals, Investments, Buyer Representation, First Time Home Buyers, Listings, Single Family Homes, Condos, Investment Properties, Investors, Referrals, Townhomes, Real Estate Transactions, Residential Homes
Education
University of Cincinnati 1967 — 1970
Associate, Liberal Arts
Jeffrey Greenwald Jeffrey Greenwald's UBS Experience November 1993 - Present
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS November 1993 - Present
Fifth Third Securities October 1985 - September 1989
Skills
Wealth Management, Series 7, Retirement Planning, Finance, Asset Allocation, Investment Advisory, Series 63
Education
University of Cincinnati College of Business 1966 — 1971
BS, Industrial Management
UBS November 1993 - Present
Fifth Third Securities October 1985 - September 1989
Skills
Wealth Management, Series 7, Retirement Planning, Finance, Asset Allocation, Investment Advisory, Series 63
Education
University of Cincinnati College of Business 1966 — 1971
BS, Industrial Management
Casey Crawford's UBS Experience September 2012 - May 2013
Job Investment Analyst at Citi
Industry Banking
Experience
Citi January 2014 - Present
Citi July 2013 - December 2013
UBS September 2012 - May 2013
Aon Hewitt October 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Prezi, Bloomberg Terminal, Finance, Bloomberg, Investments, Public Speaking
Education
University of Central Florida 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Citi January 2014 - Present
Citi July 2013 - December 2013
UBS September 2012 - May 2013
Aon Hewitt October 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Prezi, Bloomberg Terminal, Finance, Bloomberg, Investments, Public Speaking
Education
University of Central Florida 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Sarah Liston's UBS Experience January 2008 - Present
Job Registered Senior Client Service Associate at UBS Financial Services Inc
Industry Financial Services
Experience
UBS January 2008 - Present
Fidelity Federal Bank & Trust January 2006 - July 2007
Colonial Bank February 2002 - January 2006
Publix March 1995 - December 2001
Education
University of Central Florida
Bachelor of Arts (B.A.)
UBS January 2008 - Present
Fidelity Federal Bank & Trust January 2006 - July 2007
Colonial Bank February 2002 - January 2006
Publix March 1995 - December 2001
Education
University of Central Florida
Bachelor of Arts (B.A.)
Reza Dawood Reza Dawood's UBS Experience April 2005 - May 2006
Job Director of Product Management at Connectivity
Industry Online Media
Experience
Connectivity, Inc. January 2015 - Present
ReachLocal April 2012 - December 2014
Vantage Media April 2011 - April 2012
Business.com September 2009 - April 2011
Internet Brands April 2009 - September 2009
Tiger Financial Group April 2006 - November 2008
UBS April 2005 - May 2006
Jet Propulsion Laboratory, NASA April 2004 - February 2005
Skills
Online Advertising, SEM, Lead Generation, Analytics, PPC, Product Management, Competitive Analysis, Web Analytics, Advertising, Strategic Partnerships, Online Marketing, Digital Marketing, Display Advertising, Optimization, Digital Strategy, Digital Media, Product Development, Agile Methodologies, Lean Startup
Education
University of California, Los Angeles
BS, Applied Mathematics
Connectivity, Inc. January 2015 - Present
ReachLocal April 2012 - December 2014
Vantage Media April 2011 - April 2012
Business.com September 2009 - April 2011
Internet Brands April 2009 - September 2009
Tiger Financial Group April 2006 - November 2008
UBS April 2005 - May 2006
Jet Propulsion Laboratory, NASA April 2004 - February 2005
Skills
Online Advertising, SEM, Lead Generation, Analytics, PPC, Product Management, Competitive Analysis, Web Analytics, Advertising, Strategic Partnerships, Online Marketing, Digital Marketing, Display Advertising, Optimization, Digital Strategy, Digital Media, Product Development, Agile Methodologies, Lean Startup
Education
University of California, Los Angeles
BS, Applied Mathematics
Casey Daines Casey Daines's UBS Experience June 2007 - January 2008
Job Customer Success Manager at Upsight
Industry Computer Software
Experience
Upsight July 2014 - November 2014
CDNetworks November 2013 - July 2014
StrongMail Systems January 2012 - July 2013
StrongMail Systems September 2009 - January 2012
UBS June 2007 - January 2008
Skills
Salesforce.com, Lead Generation, Email Marketing, SaaS, Enterprise Software, CRM, Start-ups, Multi-channel Marketing, Web Analytics, Strategic Partnerships, Demand Generation
Education
University of California, Los Angeles 2005 — 2009
Upsight July 2014 - November 2014
CDNetworks November 2013 - July 2014
StrongMail Systems January 2012 - July 2013
StrongMail Systems September 2009 - January 2012
UBS June 2007 - January 2008
Skills
Salesforce.com, Lead Generation, Email Marketing, SaaS, Enterprise Software, CRM, Start-ups, Multi-channel Marketing, Web Analytics, Strategic Partnerships, Demand Generation
Education
University of California, Los Angeles 2005 — 2009
Chris Nowakowski Chris Nowakowski's UBS Experience October 2002 - July 2004
Job Senior Managing Director at Perennial Financial Services
Industry Financial Services
Experience
Perennial Financial Services July 2004 - Present
UBS October 2002 - July 2004
Education
University of California, Los Angeles 1998 — 2002
Psychology, Economics
Perennial Financial Services July 2004 - Present
UBS October 2002 - July 2004
Education
University of California, Los Angeles 1998 — 2002
Psychology, Economics
Ralph Willison Ralph Willison's UBS Experience 1999 - 2000
Job Mid Market Account Executive at Yahoo
Industry Internet
Experience
Yahoo January 2015 - Present
Vantage Media October 2012 - November 2014
Vantage Media September 2012 - June 2013
Vantage Media January 2009 - September 2012
Vantage Media August 2007 - January 2009
Onsite E-Discovery November 2006 - May 2007
Microsoft / Frontbridge Technologies September 2003 - July 2006
ADP 2002 - 2003
CareerBuilder.com 2001 - 2002
UBS 1999 - 2000
Skills
Lead Generation, SEM, Online Marketing, Customer Acquisition, PPC, Digital Strategy, SEO, Client Development, Online Lead Generation, Google Adwords, Account Management, Digital Marketing, Client Services, Web Marketing, Web Analytics, Search Advertising, Landing Page..., E-commerce, Online Advertising, Mobile Marketing, Brand Development, Google Analytics, Strategic Planning, Social Media Marketing, Analytics, Email Marketing, Direct Sales, Marketing Strategy, Omniture, Affiliate Marketing, Mobile Advertising, Conversion Optimization, Interactive Marketing, Display Advertising, Developing Client..., User Experience, Client Retention, Salesforce.com, Advertising Sales, Account Planning, Strategic Partnerships, Customer Retention, Search Engine Technology, Strategy, Digital Media, New Media, Social Media, Business Intelligence, Management, Sales Operations
Education
University of California, San Diego 1992 — 1997
Bachelor of Science
Loyola High School 1988 — 1992
Yahoo January 2015 - Present
Vantage Media October 2012 - November 2014
Vantage Media September 2012 - June 2013
Vantage Media January 2009 - September 2012
Vantage Media August 2007 - January 2009
Onsite E-Discovery November 2006 - May 2007
Microsoft / Frontbridge Technologies September 2003 - July 2006
ADP 2002 - 2003
CareerBuilder.com 2001 - 2002
UBS 1999 - 2000
Skills
Lead Generation, SEM, Online Marketing, Customer Acquisition, PPC, Digital Strategy, SEO, Client Development, Online Lead Generation, Google Adwords, Account Management, Digital Marketing, Client Services, Web Marketing, Web Analytics, Search Advertising, Landing Page..., E-commerce, Online Advertising, Mobile Marketing, Brand Development, Google Analytics, Strategic Planning, Social Media Marketing, Analytics, Email Marketing, Direct Sales, Marketing Strategy, Omniture, Affiliate Marketing, Mobile Advertising, Conversion Optimization, Interactive Marketing, Display Advertising, Developing Client..., User Experience, Client Retention, Salesforce.com, Advertising Sales, Account Planning, Strategic Partnerships, Customer Retention, Search Engine Technology, Strategy, Digital Media, New Media, Social Media, Business Intelligence, Management, Sales Operations
Education
University of California, San Diego 1992 — 1997
Bachelor of Science
Loyola High School 1988 — 1992
Edmund Tran Edmund Tran's UBS Experience April 2014 - Present
Job Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS April 2014 - Present
UC San Diego - Mathematics Department September 2011 - March 2014
UBS January 2013 - September 2013
UC San Diego - Economics Department December 2012 - March 2013
Education
University of California, San Diego 2010 — 2014
UBS April 2014 - Present
UC San Diego - Mathematics Department September 2011 - March 2014
UBS January 2013 - September 2013
UC San Diego - Economics Department December 2012 - March 2013
Education
University of California, San Diego 2010 — 2014
Paul Hoovestol Paul Hoovestol's UBS Experience January 2013 - May 2013
Job Investment Banking Summer Analyst at Redwood Capital Group
Industry Financial Services
Experience
Redwood Capital Group May 2014 - Present
UCLA Recreation December 2012 - Present
Manhattan GMAT June 2012 - Present
Revolution Capital Group May 2013 - September 2013
UBS January 2013 - May 2013
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Science (BSc), Mathematics/Economics
University of California, Los Angeles 2012 — 2016
Mathematics/Economics
Redwood Capital Group May 2014 - Present
UCLA Recreation December 2012 - Present
Manhattan GMAT June 2012 - Present
Revolution Capital Group May 2013 - September 2013
UBS January 2013 - May 2013
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Science (BSc), Mathematics/Economics
University of California, Los Angeles 2012 — 2016
Mathematics/Economics
Mikaela Brown-Rue Mikaela Brown-Rue's UBS Experience March 2014 - May 2014
Job Temporary Associate at OfficeTeam
Industry Consumer Goods
Experience
OfficeTeam February 2014 - Present
Phoenix Global July 2013 - Present
Cincinnati Metropolitan Housing Authority June 2014 - July 2014
UBS March 2014 - May 2014
Performance Lexus April 2013 - September 2013
Macy's credit and customer service center February 2011 - April 2012
Skills
Customer Service, Sales, Microsoft Office, Retail, Data Entry, Microsoft Excel, Microsoft Word, PowerPoint, Mail Sorting, Receptionist Duties, Filing, Bulk Mailing, Research, Teamwork, English, Outlook, Editing, Postage Meter, Social Media
Education
University of Cincinnati 2008 — 2013
OfficeTeam February 2014 - Present
Phoenix Global July 2013 - Present
Cincinnati Metropolitan Housing Authority June 2014 - July 2014
UBS March 2014 - May 2014
Performance Lexus April 2013 - September 2013
Macy's credit and customer service center February 2011 - April 2012
Skills
Customer Service, Sales, Microsoft Office, Retail, Data Entry, Microsoft Excel, Microsoft Word, PowerPoint, Mail Sorting, Receptionist Duties, Filing, Bulk Mailing, Research, Teamwork, English, Outlook, Editing, Postage Meter, Social Media
Education
University of Cincinnati 2008 — 2013
Aaron Fleming, CAIA's UBS Experience November 2005 - December 2006
Job Product Strategist at NorthStar Asset Management Group Inc.
Industry Financial Services
Experience
NorthStar Asset Management Group Inc. October 2013 - Present
NorthStar Realty Securities July 2011 - September 2013
NorthStar Realty Securities April 2010 - July 2011
Welton Street Investments February 2008 - February 2009
Welton Street Investments May 2007 - February 2008
UBS November 2005 - December 2006
Skills
Investments, Leadership, Selling, Business Development, Series 7, Product Management, Marketing, Sales Management, Sales
Education
University of Colorado at Boulder 1994 — 1998
Bachelor of Arts, Psychology
University of Colorado Denver 2004 — 2005
MBA, Finance, Entrepreneurship
NorthStar Asset Management Group Inc. October 2013 - Present
NorthStar Realty Securities July 2011 - September 2013
NorthStar Realty Securities April 2010 - July 2011
Welton Street Investments February 2008 - February 2009
Welton Street Investments May 2007 - February 2008
UBS November 2005 - December 2006
Skills
Investments, Leadership, Selling, Business Development, Series 7, Product Management, Marketing, Sales Management, Sales
Education
University of Colorado at Boulder 1994 — 1998
Bachelor of Arts, Psychology
University of Colorado Denver 2004 — 2005
MBA, Finance, Entrepreneurship
Jessica Hill Jessica Hill's UBS Experience August 2007 - August 2008
Job Director of Development at Habitat for Humanity, Stanislaus County
Industry Nonprofit Organization Management
Experience
Habitat for Humanity, Stanislaus County July 2009 - Present
Habitat for Humanity, Stanislaus County March 2009 - July 2009
UBS August 2007 - August 2008
Skills
Program Management, Grant Writing, Event Planning, Marketing Communications, Non-profit Development, Donor Relations, Program Oversight, Fundraising, Leadership, Project Management, Proposal Writing, Team Building, Event Management, Nonprofits, Customer Service, Management, Microsoft Office, Social Media, Volunteer Management, Recruiting, Budgets, Public Relations, Newsletters, Strategic Planning, Community Outreach, Grants, Marketing, Program Development, Administration, Public Speaking, Non-profit..., Community Development
Education
Cambridge University 2007 — 2008
Certificate, International Business
University of California, Santa Barbara 2003 — 2007
BA, Business Economics, Education
Grace M. Davis High School 1999 — 2003
Habitat for Humanity, Stanislaus County July 2009 - Present
Habitat for Humanity, Stanislaus County March 2009 - July 2009
UBS August 2007 - August 2008
Skills
Program Management, Grant Writing, Event Planning, Marketing Communications, Non-profit Development, Donor Relations, Program Oversight, Fundraising, Leadership, Project Management, Proposal Writing, Team Building, Event Management, Nonprofits, Customer Service, Management, Microsoft Office, Social Media, Volunteer Management, Recruiting, Budgets, Public Relations, Newsletters, Strategic Planning, Community Outreach, Grants, Marketing, Program Development, Administration, Public Speaking, Non-profit..., Community Development
Education
Cambridge University 2007 — 2008
Certificate, International Business
University of California, Santa Barbara 2003 — 2007
BA, Business Economics, Education
Grace M. Davis High School 1999 — 2003
Arianne Kato's UBS Experience January 2012 - May 2012
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase Bank, N.A. January 2013 - Present
JPMorgan Chase Bank, N.A. June 2012 - January 2013
JPMorgan Chase Bank, N.A. November 2011 - June 2012
UBS January 2012 - May 2012
Clear Channel June 2011 - August 2011
Skills
Reliable, Highly personable, Customer-focused
Education
University of Central Florida - College of Business Administration 2012 — 2014
Bachelor's degree, Real Estate
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor's degree, Finance, General
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor's degree, Marketing
Archbishop McCarthy High School 2005 — 2008
High School Degree, High School
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase Bank, N.A. January 2013 - Present
JPMorgan Chase Bank, N.A. June 2012 - January 2013
JPMorgan Chase Bank, N.A. November 2011 - June 2012
UBS January 2012 - May 2012
Clear Channel June 2011 - August 2011
Skills
Reliable, Highly personable, Customer-focused
Education
University of Central Florida - College of Business Administration 2012 — 2014
Bachelor's degree, Real Estate
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor's degree, Finance, General
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor's degree, Marketing
Archbishop McCarthy High School 2005 — 2008
High School Degree, High School
Phillip Herrick Phillip Herrick's UBS Experience October 1986 - Present
Job First Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS October 1986 - Present
Education
University of Cincinnati
Bachelor of Science
UBS October 1986 - Present
Education
University of Cincinnati
Bachelor of Science
Neel Parekh's UBS Experience June 2010 - December 2010
Job Senior Associate at Kayne Anderson Capital Advisors
Industry Venture Capital & Private Equity
Experience
Kayne Anderson Capital Advisors December 2013 - September 2015
Kayne Anderson Capital Advisors September 2011 - December 2013
Caliber Advisors, Inc January 2011 - September 2011
UBS June 2010 - December 2010
Skills
Investments, Financial Modeling, Valuation, Financial Analysis, Private Equity, Finance, Analysis, Alternative Investments, Portfolio Management, Business Strategy, Start-ups, Economics, Entrepreneurship, Venture Capital
Education
University of California, San Diego
Bachelor's Degree, Economics and Psychology
Kayne Anderson Capital Advisors December 2013 - September 2015
Kayne Anderson Capital Advisors September 2011 - December 2013
Caliber Advisors, Inc January 2011 - September 2011
UBS June 2010 - December 2010
Skills
Investments, Financial Modeling, Valuation, Financial Analysis, Private Equity, Finance, Analysis, Alternative Investments, Portfolio Management, Business Strategy, Start-ups, Economics, Entrepreneurship, Venture Capital
Education
University of California, San Diego
Bachelor's Degree, Economics and Psychology
Ian O'Brien's UBS Experience May 2007 - September 2011
Job Executive Director, Global Technology at JPMorgan Chase
Industry Computer Software
Experience
JPMorgan Chase September 2011 - Present
UBS May 2007 - September 2011
Avistar Communications 1995 - 2007
Caere 1995 - 1995
Skills
Unified Communications, Product Management, Cloud Computing, SaaS
Education
University of California, San Diego 1990 — 1994
B.S., Quantitative Economics and Decision Sciences
JPMorgan Chase September 2011 - Present
UBS May 2007 - September 2011
Avistar Communications 1995 - 2007
Caere 1995 - 1995
Skills
Unified Communications, Product Management, Cloud Computing, SaaS
Education
University of California, San Diego 1990 — 1994
B.S., Quantitative Economics and Decision Sciences
James Ducharme, CFP® James Ducharme, CFP®'s UBS Experience October 1996 - Present
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS October 1996 - Present
Dean Witter Reynolds Inc. April 1993 - October 1996
Education
University of Central Florida - College of Business Administration
Batchelor of Science in Business Administration, Finance
UBS October 1996 - Present
Dean Witter Reynolds Inc. April 1993 - October 1996
Education
University of Central Florida - College of Business Administration
Batchelor of Science in Business Administration, Finance
Jason E.G. Guerra Jason E.G. Guerra's UBS Experience July 2009 - December 2010
Job Investment professional at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company July 2012 - Present
Alliance Financial Group July 2011 - October 2012
Charley's Steak House January 2011 - June 2012
UBS July 2009 - December 2010
Wolfgang Puck Grand Cafe October 2008 - November 2010
Locksmiff Entertainment LLC. Business Venture September 2004 - July 2008
Skills
Microsoft Excel, Financial Analysis, Investments, Customer Service, Microsoft Office, Strategic Financial..., PowerPoint, Portfolio Management, Finance, Banking, Equities, Accounting
Education
University of Central Florida - College of Business Administration 2008 — 2010
Bachelor of Science, Finance
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company July 2012 - Present
Alliance Financial Group July 2011 - October 2012
Charley's Steak House January 2011 - June 2012
UBS July 2009 - December 2010
Wolfgang Puck Grand Cafe October 2008 - November 2010
Locksmiff Entertainment LLC. Business Venture September 2004 - July 2008
Skills
Microsoft Excel, Financial Analysis, Investments, Customer Service, Microsoft Office, Strategic Financial..., PowerPoint, Portfolio Management, Finance, Banking, Equities, Accounting
Education
University of Central Florida - College of Business Administration 2008 — 2010
Bachelor of Science, Finance
Michael Cress Michael Cress's UBS Experience January 1999 - July 2003
Job President at Cress Corporation
Industry Hospital & Health Care
Experience
Cress Corporation February 2014 - Present
Coventry Place August 2014 - Present
The New York Sartorialist September 2009 - Present
Cress Advisors, LLC January 2005 - August 2014
Merrill Lynch July 2003 - January 2005
UBS January 1999 - July 2003
Interstate/Johnson Lane January 1996 - January 1999
Georgia Institute of Technology 1992 - 1995
Skills
Journalism, Fashion Photography, Styling, Photography, Writing, Photojournalism, Portrait Photography, Editorial Photography, Editorial, Fashion, Magazines, Management Consulting, Social Media, Blogging, Management, Public Relations, New Media, Television, Product Development, Social Networking, Entrepreneurship, Social Media Marketing, Copywriting, Advertising, Creative Direction, Online Marketing, Entertainment, Film, Creative Writing, Video, Online Advertising, Event Management, Facebook, Publicity, Video Editing, Digital Media, Brand Development, Content Strategy, Celebrity, Video Production, Storytelling, Press Releases, Social media marketing, Social networking, Social media
Education
Georgia Institute of Technology - Georgia Tech College of Management 1992 — 1995
B.S, Economics, Psychology
University of California, Los Angeles 1990 — 1992
Broadcast Journalism
Cress Corporation February 2014 - Present
Coventry Place August 2014 - Present
The New York Sartorialist September 2009 - Present
Cress Advisors, LLC January 2005 - August 2014
Merrill Lynch July 2003 - January 2005
UBS January 1999 - July 2003
Interstate/Johnson Lane January 1996 - January 1999
Georgia Institute of Technology 1992 - 1995
Skills
Journalism, Fashion Photography, Styling, Photography, Writing, Photojournalism, Portrait Photography, Editorial Photography, Editorial, Fashion, Magazines, Management Consulting, Social Media, Blogging, Management, Public Relations, New Media, Television, Product Development, Social Networking, Entrepreneurship, Social Media Marketing, Copywriting, Advertising, Creative Direction, Online Marketing, Entertainment, Film, Creative Writing, Video, Online Advertising, Event Management, Facebook, Publicity, Video Editing, Digital Media, Brand Development, Content Strategy, Celebrity, Video Production, Storytelling, Press Releases, Social media marketing, Social networking, Social media
Education
Georgia Institute of Technology - Georgia Tech College of Management 1992 — 1995
B.S, Economics, Psychology
University of California, Los Angeles 1990 — 1992
Broadcast Journalism
Henry Yeung Henry Yeung's UBS Experience January 2000 - January 2003
Job Founder at DailyRead
Industry E-Learning
Experience
DailyRead 2012 - Present
Los Angeles Unified School District June 2011 - August 2011
DIRECTV July 2005 - July 2010
Sony Pictures Entertainment June 2003 - July 2005
UBS January 2000 - January 2003
Skills
Financial Modeling, Financial Analysis, Data Analysis, Business Strategy, Accounting, Valuation, Market Research, Portfolio Management, Finance, SAP, Start-ups, Strategy, Entrepreneurship, Management Consulting, Corporate Finance, Strategic Planning
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Entrepreneurship
University of California, Los Angeles 1998 — 2002
BA, Major in Business-Economics, Minor in Accounting, Specialization in Computing
DailyRead 2012 - Present
Los Angeles Unified School District June 2011 - August 2011
DIRECTV July 2005 - July 2010
Sony Pictures Entertainment June 2003 - July 2005
UBS January 2000 - January 2003
Skills
Financial Modeling, Financial Analysis, Data Analysis, Business Strategy, Accounting, Valuation, Market Research, Portfolio Management, Finance, SAP, Start-ups, Strategy, Entrepreneurship, Management Consulting, Corporate Finance, Strategic Planning
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Entrepreneurship
University of California, Los Angeles 1998 — 2002
BA, Major in Business-Economics, Minor in Accounting, Specialization in Computing
Andrew Kurstin Andrew Kurstin's UBS Experience June 2012 - September 2012
Job Associate Consultant at Mars and Co.
Industry Management Consulting
Experience
Mars & Co. January 2015 - Present
EY September 2013 - December 2014
UC Santa Barbara Economics Department September 2012 - June 2013
UBS June 2012 - September 2012
Henney Wealth Management June 2011 - August 2011
Phone Halo, LLC June 2010 - September 2010
Smith Cooper International June 2005 - September 2009
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Economics and Accounting
University of California, Santa Barbara 2011 — 2013
Strategic Business Program
Mars & Co. January 2015 - Present
EY September 2013 - December 2014
UC Santa Barbara Economics Department September 2012 - June 2013
UBS June 2012 - September 2012
Henney Wealth Management June 2011 - August 2011
Phone Halo, LLC June 2010 - September 2010
Smith Cooper International June 2005 - September 2009
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Economics and Accounting
University of California, Santa Barbara 2011 — 2013
Strategic Business Program
Christy Alsop Christy Alsop's UBS Experience April 2010 - May 2011
Job Transition Management for Financial Advisors
Industry Financial Services
Experience
Wealth Management Transitions September 2006 - Present
UBS April 2010 - May 2011
Morgan Stanley Smith Barney June 2003 - August 2006
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Business Economics
University of California, Santa Barbara
BA, Business Economics
Wealth Management Transitions September 2006 - Present
UBS April 2010 - May 2011
Morgan Stanley Smith Barney June 2003 - August 2006
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Business Economics
University of California, Santa Barbara
BA, Business Economics
Sam Kim Sam Kim's UBS Experience September 2010 - December 2010
Job Business Intelligence at Vans
Industry Information Technology and Services
Experience
Vans January 2015 - Present
Define The Resume April 2014 - April 2015
Avanade March 2013 - January 2015
Thoughtstream Consulting August 2012 - January 2013
Adobe Systems June 2011 - September 2011
UBS September 2010 - December 2010
Time Warner Cable June 2010 - August 2010
Skills
Data Analysis, SQL, Business Intelligence, Financial Analysis, Microsoft Excel, Analytics, SharePoint, IBM Cognos TM1, IBM Cognos Insight, Business Analysis, Microsoft SQL Server, Databases, SSRS, Microsoft Sharepoint, Social Media Marketing, Data Modeling, ETL
Education
University of California, San Diego 2008 — 2012
BA, Economics
Vans January 2015 - Present
Define The Resume April 2014 - April 2015
Avanade March 2013 - January 2015
Thoughtstream Consulting August 2012 - January 2013
Adobe Systems June 2011 - September 2011
UBS September 2010 - December 2010
Time Warner Cable June 2010 - August 2010
Skills
Data Analysis, SQL, Business Intelligence, Financial Analysis, Microsoft Excel, Analytics, SharePoint, IBM Cognos TM1, IBM Cognos Insight, Business Analysis, Microsoft SQL Server, Databases, SSRS, Microsoft Sharepoint, Social Media Marketing, Data Modeling, ETL
Education
University of California, San Diego 2008 — 2012
BA, Economics
Maddie Guenther's UBS Experience April 2014 - June 2014
Job Junior Data Analyst @ GoPro
Industry Consumer Electronics
Experience
GoPro September 2015 - Present
GoPro June 2015 - September 2015
Sonos, Inc. June 2014 - June 2015
UBS April 2014 - June 2014
Diesel September 2013 - December 2013
CPP, Inc. June 2013 - August 2013
Santa Barbara Fitness Magazine January 2013 - June 2013
Dentistat June 2009 - August 2012
Skills
Teamwork, Leadership, Marketing, Microsoft Excel, Customer Service, Project Management, Business Planning, PowerPoint, Data Analysis, Management, Data Entry, Recruiting, Budgets, Economics, Analytics, Video Analytics, Public Speaking, Microsoft Office, Social Media
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (BA), Economics and Mathematics
Los Gatos High School 2007 — 2011
GoPro September 2015 - Present
GoPro June 2015 - September 2015
Sonos, Inc. June 2014 - June 2015
UBS April 2014 - June 2014
Diesel September 2013 - December 2013
CPP, Inc. June 2013 - August 2013
Santa Barbara Fitness Magazine January 2013 - June 2013
Dentistat June 2009 - August 2012
Skills
Teamwork, Leadership, Marketing, Microsoft Excel, Customer Service, Project Management, Business Planning, PowerPoint, Data Analysis, Management, Data Entry, Recruiting, Budgets, Economics, Analytics, Video Analytics, Public Speaking, Microsoft Office, Social Media
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (BA), Economics and Mathematics
Los Gatos High School 2007 — 2011
Ross Bundy's UBS Experience June 2000 - May 2006
Job CEO at Nanomedical Diagnostics, Inc.
Industry Biotechnology
Experience
Nanomedical Diagnostics, Inc. December 2013 - Present
Bumble Bee Foods May 2012 - April 2014
General Dynamics/NASSCO July 2011 - May 2012
General Dynamics/NASSCO March 2010 - July 2011
Westinghouse Electric Company January 2011 - May 2011
General Dynamics/NASSCO July 2008 - March 2010
General Dynamics May 2006 - July 2008
UBS June 2000 - May 2006
Skills
Contract Negotiation, Equipment Procurement, Cost Analysis, Purchasing, Negotiation, Strategic Financial..., Auditing, Supply Chain Management, Contract Management, Logistics, Product Development, Supply Chain, Operations Management, Process Improvement, Team Leadership, doing business in China, Cost Benefit, Community Development, Team Management, Procurement, Financial Modeling, Analysis, Budgets, Business Development, Training, Management, Cross-functional Team...
Education
San Diego State University-California State University 2009 — 2013
Masters, Business Administration - Program Management
University of California, San Diego 1998 — 2004
Bachelor, History - East ASia
Nanomedical Diagnostics, Inc. December 2013 - Present
Bumble Bee Foods May 2012 - April 2014
General Dynamics/NASSCO July 2011 - May 2012
General Dynamics/NASSCO March 2010 - July 2011
Westinghouse Electric Company January 2011 - May 2011
General Dynamics/NASSCO July 2008 - March 2010
General Dynamics May 2006 - July 2008
UBS June 2000 - May 2006
Skills
Contract Negotiation, Equipment Procurement, Cost Analysis, Purchasing, Negotiation, Strategic Financial..., Auditing, Supply Chain Management, Contract Management, Logistics, Product Development, Supply Chain, Operations Management, Process Improvement, Team Leadership, doing business in China, Cost Benefit, Community Development, Team Management, Procurement, Financial Modeling, Analysis, Budgets, Business Development, Training, Management, Cross-functional Team...
Education
San Diego State University-California State University 2009 — 2013
Masters, Business Administration - Program Management
University of California, San Diego 1998 — 2004
Bachelor, History - East ASia
Derek Cheng Derek Cheng's UBS Experience August 2012 - March 2014
Job Finance Operations Manager at Offerpop
Industry Financial Services
Experience
Offerpop March 2014 - Present
UBS August 2012 - March 2014
UBS June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - September 2010
BRE Properties June 2010 - August 2010
Skills
Financial Modeling, Bloomberg Terminal, Currency, Financial Analysis, Economics, Valuation
Education
University of California, San Diego
B.A, Economics
Offerpop March 2014 - Present
UBS August 2012 - March 2014
UBS June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - September 2010
BRE Properties June 2010 - August 2010
Skills
Financial Modeling, Bloomberg Terminal, Currency, Financial Analysis, Economics, Valuation
Education
University of California, San Diego
B.A, Economics
David A. Rea, J.D., CFP®, AWMA® David A. Rea, J.D., CFP®, AWMA®'s UBS Experience May 2014 - Present
Job Wealth Planning Analyst at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
Merrill Lynch June 2012 - May 2014
Huron Consulting December 2011 - June 2012
Porter, Schwartz & Stafford, P.A. May 2011 - January 2012
Huron Consulting October 2010 - May 2011
Wake Forest University May 2008 - May 2010
Federal Public Defender March 2010 - April 2010
National Labor Relations Board January 2010 - April 2010
Office of The State Attorney, 4th Judicial Circuit, Florida May 2009 - July 2009
Honorable Chester C. Davis, District Court, Forsyth County June 2008 - August 2008
Skills
Portfolio Management, Retirement Planning, Risk Management, Estate Planning, Finance, Financial Analysis, Relationship Management, Financial Planning, Investment Advisory, Investment Strategies, Sales, Business Development, Strategic Planning, Team Building, Team Leadership, Cash Flow, Executive Compensation..., Employee Stock Options, Financial Risk..., Microsoft Office, Research, Presentations, Multi-generational..., Investment Portfolio, Portfolio Performance..., Written Communication, Persuasive Speaker, Persuasive Writing, Succession Planning, Employee Benefits, Charitable Giving, Trusts, Consultative Selling, Executive Presentation..., Coaching, Client Relations, Client Development, Time Management, Stress Analysis, Strategic Partnerships, Business Partner Support, Positioning, Behavioral Finance, Securities, Options Strategies, Social Security, Medicare, MoneyGuidePro, NaviPlan, PowerPoint
Education
Wake Forest University School of Law 2007 — 2010
Juris Doctor (J.D.)
University of Central Florida 2002 — 2007
Bachelor of Science (B.S.)
University of Central Florida 2002 — 2007
Bachelor of Science (B.S.)
UBS May 2014 - Present
Merrill Lynch June 2012 - May 2014
Huron Consulting December 2011 - June 2012
Porter, Schwartz & Stafford, P.A. May 2011 - January 2012
Huron Consulting October 2010 - May 2011
Wake Forest University May 2008 - May 2010
Federal Public Defender March 2010 - April 2010
National Labor Relations Board January 2010 - April 2010
Office of The State Attorney, 4th Judicial Circuit, Florida May 2009 - July 2009
Honorable Chester C. Davis, District Court, Forsyth County June 2008 - August 2008
Skills
Portfolio Management, Retirement Planning, Risk Management, Estate Planning, Finance, Financial Analysis, Relationship Management, Financial Planning, Investment Advisory, Investment Strategies, Sales, Business Development, Strategic Planning, Team Building, Team Leadership, Cash Flow, Executive Compensation..., Employee Stock Options, Financial Risk..., Microsoft Office, Research, Presentations, Multi-generational..., Investment Portfolio, Portfolio Performance..., Written Communication, Persuasive Speaker, Persuasive Writing, Succession Planning, Employee Benefits, Charitable Giving, Trusts, Consultative Selling, Executive Presentation..., Coaching, Client Relations, Client Development, Time Management, Stress Analysis, Strategic Partnerships, Business Partner Support, Positioning, Behavioral Finance, Securities, Options Strategies, Social Security, Medicare, MoneyGuidePro, NaviPlan, PowerPoint
Education
Wake Forest University School of Law 2007 — 2010
Juris Doctor (J.D.)
University of Central Florida 2002 — 2007
Bachelor of Science (B.S.)
University of Central Florida 2002 — 2007
Bachelor of Science (B.S.)
Samantha Lax's UBS Experience June 2014 - July 2015
Job Graduate Student Pursuing MBA/MSF
Industry Investment Banking
Experience
UBS June 2014 - July 2015
Adam's Insurance Agency May 2013 - July 2015
Adam's Insurance Agency June 2008 - May 2013
Skills
Business Fluent in..., Business Fluent in..., Obtained Banking..., Obtained Investments..., Obtained Service..., Obtained Commercial..., Microsoft Excel, Microsoft Publisher, Management, Investments, Finance, Lead Generation, Banking, Leadership, Customer Service, Public Speaking, Social Media, PowerPoint, Social Networking, Negotiation, Microsoft Word, Microsoft Office, Time Management, Teamwork
Education
D’Amore-McKim School of Business at Northeastern University 2015 — 2017
Candidate for Master of Business Administration degree
University of Central Florida 2010 — 2014
Bachelor of Science (BS), Finance, General, 3.68
UBS June 2014 - July 2015
Adam's Insurance Agency May 2013 - July 2015
Adam's Insurance Agency June 2008 - May 2013
Skills
Business Fluent in..., Business Fluent in..., Obtained Banking..., Obtained Investments..., Obtained Service..., Obtained Commercial..., Microsoft Excel, Microsoft Publisher, Management, Investments, Finance, Lead Generation, Banking, Leadership, Customer Service, Public Speaking, Social Media, PowerPoint, Social Networking, Negotiation, Microsoft Word, Microsoft Office, Time Management, Teamwork
Education
D’Amore-McKim School of Business at Northeastern University 2015 — 2017
Candidate for Master of Business Administration degree
University of Central Florida 2010 — 2014
Bachelor of Science (BS), Finance, General, 3.68
Samuel Karlin Samuel Karlin's UBS Experience August 2015 - Present
Job Analyst, Global Equity Finance Trading at UBS Investment Bank
Industry Investment Banking
Experience
UBS August 2015 - Present
Campus Learning Assistant Services, UCSB September 2012 - March 2015
KORE (K-12 Outreach and Reform in Education) November 2013 - October 2014
UBS June 2014 - August 2014
Teach For America May 2013 - May 2014
U.S. House of Representatives June 2013 - September 2013
David Valadao for Congress July 2012 - August 2012
Skills
Public Speaking, Microsoft Office, Research, Teamwork, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Sales, Regression Analysis, Data Analysis, Financial Analysis, Stata, Python, Stock Trading, Salesforce.com, Investment Banking, Social Media
Education
University of California, Santa Barbara 2011 — 2015
Bachelor’s Degree, Economics, with Highest Honors, G.P.A.: 3.96
UBS August 2015 - Present
Campus Learning Assistant Services, UCSB September 2012 - March 2015
KORE (K-12 Outreach and Reform in Education) November 2013 - October 2014
UBS June 2014 - August 2014
Teach For America May 2013 - May 2014
U.S. House of Representatives June 2013 - September 2013
David Valadao for Congress July 2012 - August 2012
Skills
Public Speaking, Microsoft Office, Research, Teamwork, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Sales, Regression Analysis, Data Analysis, Financial Analysis, Stata, Python, Stock Trading, Salesforce.com, Investment Banking, Social Media
Education
University of California, Santa Barbara 2011 — 2015
Bachelor’s Degree, Economics, with Highest Honors, G.P.A.: 3.96
Luke Hawksworth's UBS Experience January 2012 - April 2012
Job Delivery Specialist at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt April 2013 - Present
Aon Hewitt November 2012 - April 2013
C4 Connections May 2012 - August 2012
UBS January 2012 - April 2012
Skills
Time Management, Microsoft Excel, Customer Service, Microsoft Office, Financial Modeling, Management, Leadership, Team Leadership, Sales, Social Media, Event Planning, Marketing
Education
University of Central Florida 2009 — 2013
Bachelor's Degree, Finance
Aon Hewitt April 2013 - Present
Aon Hewitt November 2012 - April 2013
C4 Connections May 2012 - August 2012
UBS January 2012 - April 2012
Skills
Time Management, Microsoft Excel, Customer Service, Microsoft Office, Financial Modeling, Management, Leadership, Team Leadership, Sales, Social Media, Event Planning, Marketing
Education
University of Central Florida 2009 — 2013
Bachelor's Degree, Finance
Frank Lan's UBS Experience June 2012 - September 2012
Job Data Analyst at Google
Industry Information Technology and Services
Experience
Google September 2015 - Present
ASUS April 2014 - August 2015
AptClarity LLC May 2013 - August 2013
UCLA October 2011 - May 2013
UBS June 2012 - September 2012
Skills
Data Analysis, Database Administration, SQL, VBA, Microsoft Office, JIRA
Education
University of California, Los Angeles 2011 — 2013
Bachelor of Science, Mathematics/Economics
Google September 2015 - Present
ASUS April 2014 - August 2015
AptClarity LLC May 2013 - August 2013
UCLA October 2011 - May 2013
UBS June 2012 - September 2012
Skills
Data Analysis, Database Administration, SQL, VBA, Microsoft Office, JIRA
Education
University of California, Los Angeles 2011 — 2013
Bachelor of Science, Mathematics/Economics
James Leugers James Leugers's UBS Experience July 1987 - Present
Job Senior Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS July 1987 - Present
Education
Xavier University 1979 — 1981
Bachelor of Business Administration (BBA)
University of Cincinnati 1976 — 1978
UBS July 1987 - Present
Education
Xavier University 1979 — 1981
Bachelor of Business Administration (BBA)
University of Cincinnati 1976 — 1978
Elliot Waniek Elliot Waniek's UBS Experience November 2013 - March 2014
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Gray Swan Asset Management June 2014 - August 2014
UBS November 2013 - March 2014
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Research, Bloomberg, Valuation, Fixed Income, Equity Research
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), English
American University of Rome
Morgan Stanley November 2014 - Present
Gray Swan Asset Management June 2014 - August 2014
UBS November 2013 - March 2014
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Research, Bloomberg, Valuation, Fixed Income, Equity Research
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), English
American University of Rome
Hunter Faubion Hunter Faubion's UBS Experience May 2010 - August 2010
Job MBA Candidate and Graduate Assistant at University of Florida
Industry Financial Services
Experience
University of Florida: Hough Graduate School of Business June 2015 - Present
Bank of America Merrill Lynch March 2014 - May 2015
Campus Crest September 2013 - March 2014
Bank of America July 2013 - September 2013
Allstate December 2012 - May 2013
UBS Wealth Management May 2012 - August 2012
University of Central Florida August 2011 - August 2012
Marcus & Millichap January 2012 - April 2012
BNY Mellon May 2011 - August 2011
UBS May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Forecasting, Public Speaking, Variance Analysis, Leadership, Insurance, Financial Modeling, Hyperion, SAP, Essbase, EDW, Bloomberg Terminal, Financial Markets, Forward Thinking, Insurance Risk, Analysis, First Aid, CPR Certified, Commercial Real Estate
Education
University of Florida 2015 — 2016
Master of Business Administration (MBA), Finance, Real Estate
University of Central Florida 2008 — 2012
Bachelor of Science, Finance
Bishop Verot High School 2004 — 2008
University of Florida: Hough Graduate School of Business June 2015 - Present
Bank of America Merrill Lynch March 2014 - May 2015
Campus Crest September 2013 - March 2014
Bank of America July 2013 - September 2013
Allstate December 2012 - May 2013
UBS Wealth Management May 2012 - August 2012
University of Central Florida August 2011 - August 2012
Marcus & Millichap January 2012 - April 2012
BNY Mellon May 2011 - August 2011
UBS May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Forecasting, Public Speaking, Variance Analysis, Leadership, Insurance, Financial Modeling, Hyperion, SAP, Essbase, EDW, Bloomberg Terminal, Financial Markets, Forward Thinking, Insurance Risk, Analysis, First Aid, CPR Certified, Commercial Real Estate
Education
University of Florida 2015 — 2016
Master of Business Administration (MBA), Finance, Real Estate
University of Central Florida 2008 — 2012
Bachelor of Science, Finance
Bishop Verot High School 2004 — 2008
Jason Shang's UBS Experience July 2012 - September 2012
Job Student at UCLA
Industry Accounting
Experience
EY August 2015 - Present
UCLA Anderson School of Management September 2012 - June 2015
EY June 2014 - August 2014
UBS July 2012 - September 2012
Participant Media June 2012 - August 2012
Skills
Accounting, Microsoft Excel, Financial Accounting, Financial Reporting, Microsoft Word, PowerPoint, Microsoft Office, Auditing, Teamwork, Economics, Bookkeeping, Customer Service, Income Tax, Accounts Payable
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Economics
Abraham Lincoln High School 2007 — 2011
EY August 2015 - Present
UCLA Anderson School of Management September 2012 - June 2015
EY June 2014 - August 2014
UBS July 2012 - September 2012
Participant Media June 2012 - August 2012
Skills
Accounting, Microsoft Excel, Financial Accounting, Financial Reporting, Microsoft Word, PowerPoint, Microsoft Office, Auditing, Teamwork, Economics, Bookkeeping, Customer Service, Income Tax, Accounts Payable
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Economics
Abraham Lincoln High School 2007 — 2011
Lawrence Jacobsen Lawrence Jacobsen's UBS Experience January 2015 - Present
Job Branch Administrative Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS January 2015 - Present
UBS November 2012 - January 2015
UBS April 2012 - November 2012
SkyWest Airlines September 2003 - April 2012
Skills
Microsoft Office, Team Building, Budgets, Equities, Customer Service, Investments, Research, Mutual Funds, Marketing Strategy, Series 7, Series 66, Eagle Scout
Education
University of California, Santa Barbara 2008 — 2010
Bachelor of Arts (B.A.), Geography
UBS January 2015 - Present
UBS November 2012 - January 2015
UBS April 2012 - November 2012
SkyWest Airlines September 2003 - April 2012
Skills
Microsoft Office, Team Building, Budgets, Equities, Customer Service, Investments, Research, Mutual Funds, Marketing Strategy, Series 7, Series 66, Eagle Scout
Education
University of California, Santa Barbara 2008 — 2010
Bachelor of Arts (B.A.), Geography
Kayla Hiltermann's UBS Experience September 2013 - March 2014
Job Analyst at BlackRock
Industry Research
Experience
BlackRock August 2015 - Present
Lieff Cabraser Heimann & Bernstein, LLP September 2014 - July 2015
UBS September 2013 - March 2014
Edgeworth Economics, L.L.C. September 2013 - December 2013
Applico June 2013 - September 2013
Cree August 2012 - September 2013
Skills
Research, Data Analysis, Economics, Microsoft Office, Microsoft Excel, Finance, Stata, VBA
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), Economics
Marlborough School 2004 — 2010
High School Diploma
BlackRock August 2015 - Present
Lieff Cabraser Heimann & Bernstein, LLP September 2014 - July 2015
UBS September 2013 - March 2014
Edgeworth Economics, L.L.C. September 2013 - December 2013
Applico June 2013 - September 2013
Cree August 2012 - September 2013
Skills
Research, Data Analysis, Economics, Microsoft Office, Microsoft Excel, Finance, Stata, VBA
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), Economics
Marlborough School 2004 — 2010
High School Diploma
Ronald Wall's UBS Experience November 2001 - August 2008
Job Executive Director at J. P. Morgan Securities
Industry Financial Services
Experience
J. P. Morgan Securities October 2013 - Present
MorganStanley August 2008 - October 2013
UBS November 2001 - August 2008
PMG Capital July 1996 - November 2001
Skills
Retirement, Series 7, Series 63, Insurance, Asset Allocation, Wealth Management, Wealth Management..., Alternative Investments, Retirement Planning, Investment Advisory, Investment Strategies, Financial Advisory, Securities, Investments, Investment Banking, Equities
Education
University of Cincinnati 1965 — 1971
BS
University of Cincinnati
J. P. Morgan Securities October 2013 - Present
MorganStanley August 2008 - October 2013
UBS November 2001 - August 2008
PMG Capital July 1996 - November 2001
Skills
Retirement, Series 7, Series 63, Insurance, Asset Allocation, Wealth Management, Wealth Management..., Alternative Investments, Retirement Planning, Investment Advisory, Investment Strategies, Financial Advisory, Securities, Investments, Investment Banking, Equities
Education
University of Cincinnati 1965 — 1971
BS
University of Cincinnati
John D. Deming John D. Deming's UBS Experience March 2012 - Present
Job Vice President Wealth Management at UBS Financial Services Inc.,Vice President Wealth Management
Industry Financial Services
Experience
UBS March 2012 - Present
Morgan Stanley March 1994 - March 2012
U.S. Department of State January 1992 - January 1993
United States Senate December 1990 - December 1991
Republican National Committee December 1987 - December 1990
Education
University of Cambridge 1986 — 1987
M.Phil, International Relations
University of California, Los Angeles 1982 — 1986
B.A., Political Science and History majors
UBS March 2012 - Present
Morgan Stanley March 1994 - March 2012
U.S. Department of State January 1992 - January 1993
United States Senate December 1990 - December 1991
Republican National Committee December 1987 - December 1990
Education
University of Cambridge 1986 — 1987
M.Phil, International Relations
University of California, Los Angeles 1982 — 1986
B.A., Political Science and History majors
Ryan Mitchell, CAIA Ryan Mitchell, CAIA's UBS Experience May 2000 - October 2000
Job Associate Wealth Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management February 2015 - Present
Altegris Investments, Private Client Group January 2014 - November 2014
Triton Capital Advisors, LLC July 2011 - December 2013
The Hedge Fund Association March 2010 - June 2013
HedgeCo Securities, LLC December 2009 - July 2011
Alternative Asset Partners, Inc. March 2008 - November 2009
HedgeCo Securities, LLC January 2005 - February 2008
Independent Proprietary Equities Trader December 2000 - January 2005
UBS May 2000 - October 2000
A.G. Edwards & Sons, Inc. June 1999 - September 1999
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Managed Futures, Fund Of Funds, Trading, Equities, Risk Management, Investment Advisory, Trading Strategies, Structured Products, Technical Analysis, Due Diligence, Asset Allocation, Hedging, Securities, Fixed Income, Quantitative Analytics
Education
University of California, Santa Barbara
Bachelor's Degree, Business Economics
BNY Mellon Wealth Management February 2015 - Present
Altegris Investments, Private Client Group January 2014 - November 2014
Triton Capital Advisors, LLC July 2011 - December 2013
The Hedge Fund Association March 2010 - June 2013
HedgeCo Securities, LLC December 2009 - July 2011
Alternative Asset Partners, Inc. March 2008 - November 2009
HedgeCo Securities, LLC January 2005 - February 2008
Independent Proprietary Equities Trader December 2000 - January 2005
UBS May 2000 - October 2000
A.G. Edwards & Sons, Inc. June 1999 - September 1999
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Managed Futures, Fund Of Funds, Trading, Equities, Risk Management, Investment Advisory, Trading Strategies, Structured Products, Technical Analysis, Due Diligence, Asset Allocation, Hedging, Securities, Fixed Income, Quantitative Analytics
Education
University of California, Santa Barbara
Bachelor's Degree, Business Economics
Aaron Redman Aaron Redman's UBS Experience January 2010 - March 2011
Job
Industry Investment Banking
Experience
Complete Properties April 2011 - December 2014
UBS January 2010 - March 2011
UBS December 2007 - December 2009
Skills
Leadership, Sales, Microsoft Excel, Social Media Marketing, Customer Service, Microsoft Office, Social Media, Management, Marketing, Strategic Planning, Public Speaking, Marketing Strategy, Social Networking, Event Planning, Financial Analysis, Financial Modeling, Real Estate, Bonds, Cash Flow Forecasting, Quantitative Research, Negotiation, Presentations, Investment Banking, Trading
Education
University of Central Florida - College of Business Administration
Bachelor of Science (B.S.), Finance
Complete Properties April 2011 - December 2014
UBS January 2010 - March 2011
UBS December 2007 - December 2009
Skills
Leadership, Sales, Microsoft Excel, Social Media Marketing, Customer Service, Microsoft Office, Social Media, Management, Marketing, Strategic Planning, Public Speaking, Marketing Strategy, Social Networking, Event Planning, Financial Analysis, Financial Modeling, Real Estate, Bonds, Cash Flow Forecasting, Quantitative Research, Negotiation, Presentations, Investment Banking, Trading
Education
University of Central Florida - College of Business Administration
Bachelor of Science (B.S.), Finance
Katherine Lee Katherine Lee's UBS Experience May 2002 - February 2005
Job Senior Client Partner at Korn/Ferry International
Industry Staffing and Recruiting
Experience
Korn/Ferry International January 2007 - Present
Mercer March 2005 - October 2006
UBS May 2002 - February 2005
Skills
Management Consulting, Talent Management, Executive Search, Business Development, Talent Acquisition, Mergers & Acquisitions, Strategy, Competitive Analysis, Business Strategy, Executive Management, Retail, Marketing, Recruiting
Education
University of Pennsylvania
MA
University of California, Los Angeles
BA
Korn/Ferry International January 2007 - Present
Mercer March 2005 - October 2006
UBS May 2002 - February 2005
Skills
Management Consulting, Talent Management, Executive Search, Business Development, Talent Acquisition, Mergers & Acquisitions, Strategy, Competitive Analysis, Business Strategy, Executive Management, Retail, Marketing, Recruiting
Education
University of Pennsylvania
MA
University of California, Los Angeles
BA
Jackie I. Lin's UBS Experience July 2015 - Present
Job UBS
Industry Financial Services
Experience
UBS July 2015 - Present
Education
University of California, Los Angeles
Bachelors
UBS July 2015 - Present
Education
University of California, Los Angeles
Bachelors
Cory Bittner, CRPC®'s UBS Experience March 2010 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS March 2010 - Present
Education
University of Central Missouri 2007 — 2011
Bachelor of Science (B.S.), Summa Cum Laude
The College for Financial Planning
Chartered Retirement Planning Counselor
UBS March 2010 - Present
Education
University of Central Missouri 2007 — 2011
Bachelor of Science (B.S.), Summa Cum Laude
The College for Financial Planning
Chartered Retirement Planning Counselor
Petya Petkova Petya Petkova's UBS Experience January 2003 - May 2003
Job Cost Accountant at Genband
Industry Telecommunications
Experience
Genband July 2013 - Present
TN Management March 2009 - July 2013
TVC Marketing March 2007 - December 2008
Quail Creek Golf and Country Club April 2004 - March 2007
Enterprise Products (Teppco Crude Oil LP) May 2003 - October 2004
UBS January 2003 - May 2003
Skills
Microsoft Office, Solomon, Maitre’D POS, Accounts Payable, Accounts Receivable, Financial Statement..., Customer Service, Customer Service..., Business Analysis, Microsoft Dynamics SL, Accounting, Financial Analysis, Auditing, Forecasting, Finance, Budgets, Payroll, Invoicing, Analysis, Management
Education
University of Central Oklahoma 2005 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance
University of Central Oklahoma 2000 — 2003
Bachelor of Arts (B.A.), Finance, General
Genband July 2013 - Present
TN Management March 2009 - July 2013
TVC Marketing March 2007 - December 2008
Quail Creek Golf and Country Club April 2004 - March 2007
Enterprise Products (Teppco Crude Oil LP) May 2003 - October 2004
UBS January 2003 - May 2003
Skills
Microsoft Office, Solomon, Maitre’D POS, Accounts Payable, Accounts Receivable, Financial Statement..., Customer Service, Customer Service..., Business Analysis, Microsoft Dynamics SL, Accounting, Financial Analysis, Auditing, Forecasting, Finance, Budgets, Payroll, Invoicing, Analysis, Management
Education
University of Central Oklahoma 2005 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance
University of Central Oklahoma 2000 — 2003
Bachelor of Arts (B.A.), Finance, General
Monica Suzara's UBS Experience October 2010 - October 2013
Job Senior Registered Client Service Manager at Gupta Wealth Management
Industry Financial Services
Experience
Gupta Wealth Management October 2013 - Present
UBS October 2010 - October 2013
Wells Fargo Advisors January 2009 - October 2010
Morgan Stanley March 2004 - January 2009
UBS March 2000 - March 2004
Skills
Series 7, Series 66, Series 31, CA Insurance License
Education
UCSD
Bachelor of Arts (B.A.)
Gupta Wealth Management October 2013 - Present
UBS October 2010 - October 2013
Wells Fargo Advisors January 2009 - October 2010
Morgan Stanley March 2004 - January 2009
UBS March 2000 - March 2004
Skills
Series 7, Series 66, Series 31, CA Insurance License
Education
UCSD
Bachelor of Arts (B.A.)
William Harbaugh William Harbaugh's UBS Experience June 2010 - August 2010
Job Inside Account Representative, Global Financial and Pharmaceutical Vertical at Pure Storage
Industry Information Technology and Services
Experience
Pure Storage April 2015 - Present
Pure Storage November 2014 - April 2015
IO June 2013 - October 2014
Teach for America June 2011 - June 2013
James Caird Asset Management (Formerly Moore Credit Fund) June 2012 - July 2012
UBS June 2010 - August 2010
Education
Washington and Lee University 2007 — 2011
Bachelor of Science (BSc), Business Administration and Management, General
University of Cape Town 2010 — 2010
Study Abroad, International Economics
Pure Storage April 2015 - Present
Pure Storage November 2014 - April 2015
IO June 2013 - October 2014
Teach for America June 2011 - June 2013
James Caird Asset Management (Formerly Moore Credit Fund) June 2012 - July 2012
UBS June 2010 - August 2010
Education
Washington and Lee University 2007 — 2011
Bachelor of Science (BSc), Business Administration and Management, General
University of Cape Town 2010 — 2010
Study Abroad, International Economics
Amy B. Garbrecht, CFP®'s UBS Experience October 2014 - Present
Job Senior Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS October 2014 - Present
UBS Financial Services December 2008 - October 2014
Morgan Stanley Wealth Management January 2005 - December 2008
Education
University of Central Florida
Bachelor of Business Administration, Finance
UBS October 2014 - Present
UBS Financial Services December 2008 - October 2014
Morgan Stanley Wealth Management January 2005 - December 2008
Education
University of Central Florida
Bachelor of Business Administration, Finance
Shane Chaplin Shane Chaplin's UBS Experience May 2013 - July 2013
Job Territory Sales Representative at Jacobsen, A Textron Company
Industry Machinery
Experience
Jacobsen, A Textron Company March 2014 - Present
UBS May 2013 - July 2013
Education
University of Charleston 2009 — 2013
Jacobsen, A Textron Company March 2014 - Present
UBS May 2013 - July 2013
Education
University of Charleston 2009 — 2013
Hendee Wall's UBS Experience June 2012 - September 2012
Job Financial Consultant at Workday
Industry Financial Services
Experience
Workday July 2015 - Present
PayJunction April 2014 - June 2015
AppFolio Inc. January 2014 - April 2014
PayJunction April 2013 - December 2013
Associated Students Business Services Committee September 2011 - June 2013
UBS June 2012 - September 2012
Skills
Finance, Sales, Entrepreneurship, Microsoft Excel, Data Analysis, Leadership, Investments, Statistics, Social Networking, Proposal Writing, Economics, Public Speaking, Research, Analysis, Wealth Management, Portfolio Management, PowerPoint, Microsoft Office, Microsoft Word
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Science (B.S.), Mathematical Statistics and Probability, Senior
Bellarmine College Preparatory 2006 — 2010
High School Diploma
Workday July 2015 - Present
PayJunction April 2014 - June 2015
AppFolio Inc. January 2014 - April 2014
PayJunction April 2013 - December 2013
Associated Students Business Services Committee September 2011 - June 2013
UBS June 2012 - September 2012
Skills
Finance, Sales, Entrepreneurship, Microsoft Excel, Data Analysis, Leadership, Investments, Statistics, Social Networking, Proposal Writing, Economics, Public Speaking, Research, Analysis, Wealth Management, Portfolio Management, PowerPoint, Microsoft Office, Microsoft Word
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Science (B.S.), Mathematical Statistics and Probability, Senior
Bellarmine College Preparatory 2006 — 2010
High School Diploma
Garth Lurvey Garth Lurvey's UBS Experience March 2005 - February 2006
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Financial Services
Experience
SunTrust Investment Services, Inc. February 2006 - Present
UBS March 2005 - February 2006
Waddell & Reed August 2003 - March 2005
BNY Mellon June 2002 - August 2003
Education
University of Central Florida 1998 — 2002
Bachelor of Science (BS), Finance, General
Valencia Community College 1997 — 1998
SunTrust Investment Services, Inc. February 2006 - Present
UBS March 2005 - February 2006
Waddell & Reed August 2003 - March 2005
BNY Mellon June 2002 - August 2003
Education
University of Central Florida 1998 — 2002
Bachelor of Science (BS), Finance, General
Valencia Community College 1997 — 1998
Anthony Pennisi Anthony Pennisi's UBS Experience June 2010 - September 2010
Job Senior Fund Accountant at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services January 2013 - Present
Citco Fund Services June 2011 - December 2012
UBS June 2010 - September 2010
Valley Vista Swim April 2006 - August 2010
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Hedge Funds, Hedge Accounting, Customer Service, Account Reconciliation, Financial Accounting, Accounting, Bloomberg, Derivatives, Economics
Education
University of California, Santa Barbara 2008 — 2010
B.A., Business Economics, Minor Sports Management
Citco Fund Services January 2013 - Present
Citco Fund Services June 2011 - December 2012
UBS June 2010 - September 2010
Valley Vista Swim April 2006 - August 2010
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Hedge Funds, Hedge Accounting, Customer Service, Account Reconciliation, Financial Accounting, Accounting, Bloomberg, Derivatives, Economics
Education
University of California, Santa Barbara 2008 — 2010
B.A., Business Economics, Minor Sports Management
Robin Postler Robin Postler's UBS Experience April 2012 - September 2012
Job Retired Financial Service Specialist
Industry Financial Services
Experience
UBS April 2012 - September 2012
Fidelity Investments October 2006 - April 2011
Fidelity Investments October 2005 - October 2006
Fidelity Investments January 1998 - October 2005
Fidelity Investments January 1996 - January 1998
Fidelity Investments January 1993 - January 1996
Skills
Series 63, Series 7, Retirement, 401k, Mutual Funds, Investments, Uniform Combined State..., Retirement Planning, Wealth Management, Financial Services, Strategic Financial..., Series 6, Securities, Relationship Management, Asset Managment, FINRA
Education
University of Cincinnati
Bachelors, Secondary Education/Mathematics
UBS April 2012 - September 2012
Fidelity Investments October 2006 - April 2011
Fidelity Investments October 2005 - October 2006
Fidelity Investments January 1998 - October 2005
Fidelity Investments January 1996 - January 1998
Fidelity Investments January 1993 - January 1996
Skills
Series 63, Series 7, Retirement, 401k, Mutual Funds, Investments, Uniform Combined State..., Retirement Planning, Wealth Management, Financial Services, Strategic Financial..., Series 6, Securities, Relationship Management, Asset Managment, FINRA
Education
University of Cincinnati
Bachelors, Secondary Education/Mathematics
Matt Natividad Matt Natividad's UBS Experience June 2001 - January 2002
Job Business Analyst at Cisco
Industry Computer Networking
Experience
Cisco November 2012 - Present
Cisco March 2011 - November 2012
Cisco February 2010 - March 2011
Stanford Graduate School of Business April 2008 - September 2008
Cisco February 2006 - April 2008
Cisco January 2005 - February 2006
Cisco February 2003 - January 2005
UBS June 2001 - January 2002
Skills
Microsoft Office, Oracle Applications, RightNow, Data Analysis, Marketing Research, Customer Satisfaction, Outstanding Customer..., Collaborative Problem..., Project Coordination, Installed Base Data..., Event Surveys, Sales Operations, Cross-functional..., Customer Service, Microsoft Excel, Business Objects, Leadership, Analysis, Management
Education
University of California, San Diego 1999 — 2002
Bachelor Of Arts, Sociology
Bellarmine College Preparatory
Cisco November 2012 - Present
Cisco March 2011 - November 2012
Cisco February 2010 - March 2011
Stanford Graduate School of Business April 2008 - September 2008
Cisco February 2006 - April 2008
Cisco January 2005 - February 2006
Cisco February 2003 - January 2005
UBS June 2001 - January 2002
Skills
Microsoft Office, Oracle Applications, RightNow, Data Analysis, Marketing Research, Customer Satisfaction, Outstanding Customer..., Collaborative Problem..., Project Coordination, Installed Base Data..., Event Surveys, Sales Operations, Cross-functional..., Customer Service, Microsoft Excel, Business Objects, Leadership, Analysis, Management
Education
University of California, San Diego 1999 — 2002
Bachelor Of Arts, Sociology
Bellarmine College Preparatory
Andrew Micallef Andrew Micallef's UBS Experience 2010 - 2012
Job Vice President at JP Morgan
Industry Banking
Experience
JP Morgan June 2013 - Present
UBS 2010 - 2012
UBS Wealth Management January 2007 - August 2010
Lloyds TSB 2004 - 2007
Procter & Gamble June 2004 - September 2004
IBM August 1999 - October 2000
Education
University of Cambridge 2000 — 2004
MEng Engineering, Systems and Control, Mechanical Engineering
JP Morgan June 2013 - Present
UBS 2010 - 2012
UBS Wealth Management January 2007 - August 2010
Lloyds TSB 2004 - 2007
Procter & Gamble June 2004 - September 2004
IBM August 1999 - October 2000
Education
University of Cambridge 2000 — 2004
MEng Engineering, Systems and Control, Mechanical Engineering
Nicolas Cortes Nicolas Cortes's UBS Experience August 2011 - December 2011
Job Sales Operations Specialist at Modernizing Medicine
Industry Hospital & Health Care
Experience
Modernizing Medicine February 2015 - Present
Banyon Global Investment Advisors September 2014 - February 2015
Quality Transportation January 2014 - February 2015
Take Sushi February 2006 - July 2013
The Young Investor's Club at UCF August 2010 - May 2012
UBS August 2011 - December 2011
New Horizons Service Dogs August 2011 - December 2011
Skills
Microsoft Excel, Leadership, Financial Analysis, Customer Service, Financial Modeling, Portfolio Management, Marketing, Time Management, Strategic Financial..., Data Analysis, Bloomberg, Investments, Microsoft Office, PowerPoint, Technical Analysis, Microsoft Word, Social Media Marketing, Team Leadership, Research, Risk Management, Social Media, Risk Analysis, Social Networking, Valuation, Corporate Finance, SugarCRM, Budgets, Sales, Analysis, Strategy, CRM Databases
Education
University of Central Florida - College of Business Administration 2011 — 2012
Bachelor's Degree, Real Estate
University of Central Florida - College of Business Administration 2010 — 2012
Bachelor's Degree, Finance
Valencia Community College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Modernizing Medicine February 2015 - Present
Banyon Global Investment Advisors September 2014 - February 2015
Quality Transportation January 2014 - February 2015
Take Sushi February 2006 - July 2013
The Young Investor's Club at UCF August 2010 - May 2012
UBS August 2011 - December 2011
New Horizons Service Dogs August 2011 - December 2011
Skills
Microsoft Excel, Leadership, Financial Analysis, Customer Service, Financial Modeling, Portfolio Management, Marketing, Time Management, Strategic Financial..., Data Analysis, Bloomberg, Investments, Microsoft Office, PowerPoint, Technical Analysis, Microsoft Word, Social Media Marketing, Team Leadership, Research, Risk Management, Social Media, Risk Analysis, Social Networking, Valuation, Corporate Finance, SugarCRM, Budgets, Sales, Analysis, Strategy, CRM Databases
Education
University of Central Florida - College of Business Administration 2011 — 2012
Bachelor's Degree, Real Estate
University of Central Florida - College of Business Administration 2010 — 2012
Bachelor's Degree, Finance
Valencia Community College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Anand Cherukuri's UBS Experience September 2008 - May 2009
Job Investment Banking Analyst Mergers & Acquisitions at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2014 - Present
Right To Play April 2014 - Present
Moelis & Company May 2012 - May 2014
Investment Banking Institute July 2011 - May 2012
LogixData June 2009 - June 2011
UBS September 2008 - May 2009
Waddell & Reed Financial Services January 2008 - May 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Dealogic, Bloomberg Terminal, Capital IQ, Valuation, Finance, Investment Banking, Capital Markets, Mergers & Acquisitions, Accounting, Investments, Public Speaking, Microsoft Office, Analysis, Mergers, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Bloomberg, DCF
Education
University of California, Riverside 2006 — 2010
B.S. Business Administration
University of Oxford 2010 — 2010
Diamond Bar High School 2002 — 2006
Investment Banking Institute
Oppenheimer & Co. Inc. May 2014 - Present
Right To Play April 2014 - Present
Moelis & Company May 2012 - May 2014
Investment Banking Institute July 2011 - May 2012
LogixData June 2009 - June 2011
UBS September 2008 - May 2009
Waddell & Reed Financial Services January 2008 - May 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Dealogic, Bloomberg Terminal, Capital IQ, Valuation, Finance, Investment Banking, Capital Markets, Mergers & Acquisitions, Accounting, Investments, Public Speaking, Microsoft Office, Analysis, Mergers, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Bloomberg, DCF
Education
University of California, Riverside 2006 — 2010
B.S. Business Administration
University of Oxford 2010 — 2010
Diamond Bar High School 2002 — 2006
Investment Banking Institute
Navneet Waraich's UBS Experience December 2012 - January 2013
Job Marketing/ Creative Writing
Industry Marketing and Advertising
Experience
Writer November 2012 - Present
American Realty & Business Corp. December 2013 - July 2014
UC Riverside September 2009 - May 2013
SlugBooks December 2012 - January 2013
UBS December 2012 - January 2013
Solano Care December 2012 - December 2012
Widex July 2012 - August 2012
Tata Docomo June 2012 - July 2012
CCA May 2008 - July 2009
Logitech May 2009 - May 2009
Skills
Leadership, Management, Public Speaking, PowerPoint, Data Analysis, Office Programs, Basic Unix/Linux, Well traversed, Knowledge of diverse..., Assorted Art and Writing, Creative, Athletic, Economics Graphing, Financing, Organizational..., Microsoft Excel, Microsoft Office, Research, Social Networking, Microsoft Word, Marketing
Education
UC Riverside 2009 — 2013
BA, Economics/Administrative Studies Marketing
University of California, Riverside
Econ/Admin Studies
Writer November 2012 - Present
American Realty & Business Corp. December 2013 - July 2014
UC Riverside September 2009 - May 2013
SlugBooks December 2012 - January 2013
UBS December 2012 - January 2013
Solano Care December 2012 - December 2012
Widex July 2012 - August 2012
Tata Docomo June 2012 - July 2012
CCA May 2008 - July 2009
Logitech May 2009 - May 2009
Skills
Leadership, Management, Public Speaking, PowerPoint, Data Analysis, Office Programs, Basic Unix/Linux, Well traversed, Knowledge of diverse..., Assorted Art and Writing, Creative, Athletic, Economics Graphing, Financing, Organizational..., Microsoft Excel, Microsoft Office, Research, Social Networking, Microsoft Word, Marketing
Education
UC Riverside 2009 — 2013
BA, Economics/Administrative Studies Marketing
University of California, Riverside
Econ/Admin Studies
Steve Wenstrup's UBS Experience 2002 - 2012
Job Management Consultant
Industry Management Consulting
Experience
Wenstrup Management Consulting May 2005 - Present
UBS 2002 - 2012
Franciscans For The Poor 2008 - 2010
St Vincent dePaul - Thrift Stores 2005 - 2010
Trillium Health Care Corporation April 2003 - May 2005
The Procter & Gamble Company December 1974 - April 2003
P&G Headquarters Cincinnati Oh 1993 - 2003
Procter & Gamble 1977 - 2003
US Army July 1970 - December 1974
Skills
Organizational..., Planning, Contract Negotiation, Purchasing, Process Improvement, Forecasting, Team Building, Change Management, Cross-functional Team..., Budgeting, Business Strategy, Team Leadership, Management Consulting, Supply Chain Management, Problem Solving, Coaching, Operations Management, Project Planning, Budgets, Strategic Planning, Management, Start-ups, Leadership Development, Manufacturing, Procurement, Human Resources, Strategy, Product Management, Business Process..., Business Planning, Mergers & Acquisitions, Program Management, Competitive Analysis, Risk Management, Business Development, New Business Development, Leadership, Project Management, P&L Management, Financial Analysis, Performance Management, Product Development, Negotiation, Supply Chain, Training, Business Analysis, Account Management, Pricing, Marketing Strategy
Education
University of Cincinnati 1966 — 1970
BA, Political Science
Wenstrup Management Consulting May 2005 - Present
UBS 2002 - 2012
Franciscans For The Poor 2008 - 2010
St Vincent dePaul - Thrift Stores 2005 - 2010
Trillium Health Care Corporation April 2003 - May 2005
The Procter & Gamble Company December 1974 - April 2003
P&G Headquarters Cincinnati Oh 1993 - 2003
Procter & Gamble 1977 - 2003
US Army July 1970 - December 1974
Skills
Organizational..., Planning, Contract Negotiation, Purchasing, Process Improvement, Forecasting, Team Building, Change Management, Cross-functional Team..., Budgeting, Business Strategy, Team Leadership, Management Consulting, Supply Chain Management, Problem Solving, Coaching, Operations Management, Project Planning, Budgets, Strategic Planning, Management, Start-ups, Leadership Development, Manufacturing, Procurement, Human Resources, Strategy, Product Management, Business Process..., Business Planning, Mergers & Acquisitions, Program Management, Competitive Analysis, Risk Management, Business Development, New Business Development, Leadership, Project Management, P&L Management, Financial Analysis, Performance Management, Product Development, Negotiation, Supply Chain, Training, Business Analysis, Account Management, Pricing, Marketing Strategy
Education
University of Cincinnati 1966 — 1970
BA, Political Science
Erick Ibarra CFP®'s UBS Experience 1997 - 2002
Job Vice President Portland Branch Manager Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - December 2013
Charles Schwab 2005 - July 2011
Morgan Stanley 2002 - 2005
UBS 1997 - 2002
Education
University of California, Santa Barbara 1996 — 2000
oak grove 1991 — 1995
Charles Schwab July 2011 - December 2013
Charles Schwab 2005 - July 2011
Morgan Stanley 2002 - 2005
UBS 1997 - 2002
Education
University of California, Santa Barbara 1996 — 2000
oak grove 1991 — 1995
Richard Baylis's UBS Experience May 2000 - Present
Job Senior VPWealth Management, UBS Financial Svc.
Industry Banking
Experience
UBS May 2000 - Present
Education
University of Cincinnati
UBS May 2000 - Present
Education
University of Cincinnati
Crystal Dundas's UBS Experience March 2006 - February 2008
Job AVP, Program/Communications Officer
Industry Philanthropy
Experience
Wells Fargo Regional Foundation March 2008 - Present
UBS March 2006 - February 2008
West Philadelphia Partnership June 2003 - August 2005
Skills
Philanthropy, Grants, Fundraising, Nonprofits, Program Management, Community Development, Public Policy, Leadership, Public Speaking, Strategy, Media Relations
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (BS), Economics Concentrating in Management
National Development Council
Certificate Of Completion, Real Estate Development, Small Business Development
University of California, Los Angeles
Certificate of Completion, Black and African American Leaders Program
Wells Fargo Regional Foundation March 2008 - Present
UBS March 2006 - February 2008
West Philadelphia Partnership June 2003 - August 2005
Skills
Philanthropy, Grants, Fundraising, Nonprofits, Program Management, Community Development, Public Policy, Leadership, Public Speaking, Strategy, Media Relations
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (BS), Economics Concentrating in Management
National Development Council
Certificate Of Completion, Real Estate Development, Small Business Development
University of California, Los Angeles
Certificate of Completion, Black and African American Leaders Program
Abra Vegter's UBS Experience August 2006 - July 2010
Job Vice President
Industry Financial Services
Experience
Goldman Sachs April 2010 - Present
UBS August 2006 - July 2010
UBS September 2008 - December 2008
UBS July 2005 - August 2006
UBS September 2003 - July 2005
Centro Regional Competitividad Empresarial June 2002 - August 2002
Skills
Emerging Markets, Equities, Financial Risk, Financial Services, Investment Banking, Portuguese, Spanish, Strategic Planning, Strategy, Operational Risk, Banking, AML, Capital Markets
Education
University of Cambridge 2003 — 2004
Certificate in International Business, Managing Teams & Managing Information Modules
Valparaiso University 1999 — 2003
Bachelor of Science in Business Administration, International Business, Spanish
Universidad de las Américas - Puebla, Mexico 2001 — 2001
Study Abroad Program, Spanish
Goldman Sachs April 2010 - Present
UBS August 2006 - July 2010
UBS September 2008 - December 2008
UBS July 2005 - August 2006
UBS September 2003 - July 2005
Centro Regional Competitividad Empresarial June 2002 - August 2002
Skills
Emerging Markets, Equities, Financial Risk, Financial Services, Investment Banking, Portuguese, Spanish, Strategic Planning, Strategy, Operational Risk, Banking, AML, Capital Markets
Education
University of Cambridge 2003 — 2004
Certificate in International Business, Managing Teams & Managing Information Modules
Valparaiso University 1999 — 2003
Bachelor of Science in Business Administration, International Business, Spanish
Universidad de las Américas - Puebla, Mexico 2001 — 2001
Study Abroad Program, Spanish
Wes Story's UBS Experience February 2007 - Present
Job Director, Manager Branch Review at UBS
Industry Financial Services
Experience
UBS February 2007 - Present
KeyCorp (McDonald Investments) 1996 - 2007
Education
Xavier University
MBA, Business & Economics
University of Cincinnati
BBA, Finance
UBS February 2007 - Present
KeyCorp (McDonald Investments) 1996 - 2007
Education
Xavier University
MBA, Business & Economics
University of Cincinnati
BBA, Finance
Kassy Woo Ri Lee, CPA's UBS Experience January 2004 - March 2004
Job Portfolio Administration Supervisor
Industry Investment Management
Experience
Western Asset Management June 2005 - Present
Western Asset Management July 2006 - December 2007
Western Asset Management June 2005 - July 2006
Wilshire Associates June 2004 - May 2005
UBS January 2004 - March 2004
Education
UCLA Extension 2008 — 2010
Accounting Certificate, Accounting
University of California, Riverside 1998 — 2004
Bachelor of Science (B.S.), Business Administration
Western Asset Management June 2005 - Present
Western Asset Management July 2006 - December 2007
Western Asset Management June 2005 - July 2006
Wilshire Associates June 2004 - May 2005
UBS January 2004 - March 2004
Education
UCLA Extension 2008 — 2010
Accounting Certificate, Accounting
University of California, Riverside 1998 — 2004
Bachelor of Science (B.S.), Business Administration
Michael J. Winn's UBS Experience May 2011 - Present
Job Managing Director
Industry Financial Services
Experience
UBS May 2011 - Present
Oppenheimer & Co September 1999 - May 2011
John Hancock January 1992 - September 1999
Education
University of California, Santa Barbara 1983 — 1986
Economics
UBS May 2011 - Present
Oppenheimer & Co September 1999 - May 2011
John Hancock January 1992 - September 1999
Education
University of California, Santa Barbara 1983 — 1986
Economics
Vanessa Julien's UBS Experience 1990 - 2003
Job Institutional Credit & Rates Sales at JPMorgan
Industry Financial Services
Kyra Goldsmith's UBS Experience 1998 - 1999
Job Sr. Business Analyst at JetBlue
Industry Information Technology and Services
Experience
JetBlue Airways 2014 - Present
HomeServe USA January 2013 - December 2013
Instant Response Network April 2011 - November 2012
PLATFORMedia LLC January 2000 - March 2011
UBS 1998 - 1999
Bankers Trust 1997 - 1998
Winged Keel Group 1996 - 1997
Skills
Risk Management, Business Analysis, Business Development, Start-ups, Analysis, Strategic Planning, Business Strategy, New Business Development, Portfolio Management, Investments, Financial Modeling, CRM, Strategy, Analytics, Product Management
Education
University of California, Santa Barbara 1991 — 1996
BA, Philosophy
DHHS
JetBlue Airways 2014 - Present
HomeServe USA January 2013 - December 2013
Instant Response Network April 2011 - November 2012
PLATFORMedia LLC January 2000 - March 2011
UBS 1998 - 1999
Bankers Trust 1997 - 1998
Winged Keel Group 1996 - 1997
Skills
Risk Management, Business Analysis, Business Development, Start-ups, Analysis, Strategic Planning, Business Strategy, New Business Development, Portfolio Management, Investments, Financial Modeling, CRM, Strategy, Analytics, Product Management
Education
University of California, Santa Barbara 1991 — 1996
BA, Philosophy
DHHS
Ryan Kinser, CFA's UBS Experience November 2013 - Present
Job UBS Private Wealth Management
Industry Financial Services
Experience
UBS November 2013 - Present
Citi July 2009 - November 2013
Education
Florida State University 2013 — 2014
Certificate in Financial Planning
University of Florida 2012 — 2013
Masters in Business Administration
University of Central Florida 2005 — 2009
BSBA, Finance, Economics
UBS November 2013 - Present
Citi July 2009 - November 2013
Education
Florida State University 2013 — 2014
Certificate in Financial Planning
University of Florida 2012 — 2013
Masters in Business Administration
University of Central Florida 2005 — 2009
BSBA, Finance, Economics
Stephen Tsang, CFA's UBS Experience 2011 - 2011
Job Business Analyst and Project Manager
Industry Banking
Experience
CLS bank October 2013 - Present
Charles River Development 2012 - Present
UBS 2011 - 2011
Credit Suisse 2007 - 2011
Citigroup 1998 - 2007
DBS Bank 1994 - 1996
Education
University of Cambridge
MA, Computer Science
University of Toronto - Rotman School of Management
MBA
CLS bank October 2013 - Present
Charles River Development 2012 - Present
UBS 2011 - 2011
Credit Suisse 2007 - 2011
Citigroup 1998 - 2007
DBS Bank 1994 - 1996
Education
University of Cambridge
MA, Computer Science
University of Toronto - Rotman School of Management
MBA
Craig Walling's UBS Experience December 2012 - Present
Job Chairman and CEO, UBS Trust Company, NA
Industry Banking
Experience
UBS AG Private Bank October 2013 - Present
UBS Trust Company NA October 2013 - Present
UBS December 2012 - Present
Chairman of the Board, UBS AG Canada December 2009 - August 2014
UBS August 2011 - September 2013
UBS AG February 2007 - September 2013
Global Wealth Management Partners April 2006 - February 2007
US Trust Company N.A. November 2003 - November 2005
Charles Schwab 2002 - 2003
ZonaFinanciera.com April 2001 - May 2002
Skills
Wealth Management, Portfolio Management, Equities, Securities, Mutual Funds, Investments, Asset Managment, Investment Advisory, Alternative Investments, Asset Allocation, Series 7, Banking, Hedge Funds, Fixed Income, Series 24, Series 66, Mergers & Acquisitions, Capital Markets, Financial Services, Private Equity, Investment Strategies, Asset Management, Investment Banking, Credit, Executive Management, Financial Risk, Risk Management, Strategic Financial..., Bloomberg, Financial Markets, Series 63, Wealth Management..., Bonds, Emerging Markets, Financial Advisory, Private Banking, Derivatives, Structured Products, Valuation
Education
University of Cincinnati 1971 — 1975
BS, Economics
UBS AG Private Bank October 2013 - Present
UBS Trust Company NA October 2013 - Present
UBS December 2012 - Present
Chairman of the Board, UBS AG Canada December 2009 - August 2014
UBS August 2011 - September 2013
UBS AG February 2007 - September 2013
Global Wealth Management Partners April 2006 - February 2007
US Trust Company N.A. November 2003 - November 2005
Charles Schwab 2002 - 2003
ZonaFinanciera.com April 2001 - May 2002
Skills
Wealth Management, Portfolio Management, Equities, Securities, Mutual Funds, Investments, Asset Managment, Investment Advisory, Alternative Investments, Asset Allocation, Series 7, Banking, Hedge Funds, Fixed Income, Series 24, Series 66, Mergers & Acquisitions, Capital Markets, Financial Services, Private Equity, Investment Strategies, Asset Management, Investment Banking, Credit, Executive Management, Financial Risk, Risk Management, Strategic Financial..., Bloomberg, Financial Markets, Series 63, Wealth Management..., Bonds, Emerging Markets, Financial Advisory, Private Banking, Derivatives, Structured Products, Valuation
Education
University of Cincinnati 1971 — 1975
BS, Economics
Vijay Sundaram's UBS Experience 2002 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS 2002 - Present
Merrill Lynch 1999 - 2002
Morgan Stanley 1996 - 1999
Banker Trust 1993 - 1996
Skills
Equities, Hedge Funds, Fixed Income, Derivatives, Capital Markets, Trading, Investment Banking, Alternative Investments, Asset Management, Financial Risk
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Operations, Marketing, General Management
University of Cambridge 1985 — 1988
MA, BA (Hons)., Engineering, First Class Honours Degree
UBS 2002 - Present
Merrill Lynch 1999 - 2002
Morgan Stanley 1996 - 1999
Banker Trust 1993 - 1996
Skills
Equities, Hedge Funds, Fixed Income, Derivatives, Capital Markets, Trading, Investment Banking, Alternative Investments, Asset Management, Financial Risk
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Operations, Marketing, General Management
University of Cambridge 1985 — 1988
MA, BA (Hons)., Engineering, First Class Honours Degree
Tammy Tsai's UBS Experience December 2009 - March 2010
Job
Industry Management Consulting
Experience
Facebook November 2014 - Present
Marketbridge September 2012 - November 2014
Bainbridge January 2011 - May 2012
JMI Equity June 2010 - September 2010
The Lancer Group June 2009 - June 2010
UBS December 2009 - March 2010
Skills
Market Research, Business Analysis
Education
University of California, San Diego 2007 — 2011
Management Science
Irvington
Facebook November 2014 - Present
Marketbridge September 2012 - November 2014
Bainbridge January 2011 - May 2012
JMI Equity June 2010 - September 2010
The Lancer Group June 2009 - June 2010
UBS December 2009 - March 2010
Skills
Market Research, Business Analysis
Education
University of California, San Diego 2007 — 2011
Management Science
Irvington
Edward Yoon's UBS Experience June 2000 - December 2005
Job Principal, Harvest Financial
Industry Financial Services
Experience
Harvest Financial - First Allied Securites, Inc. January 2008 - Present
UBS June 2000 - December 2005
Skills
Series 7, Financial Services, Investments, Strategic Financial..., Wealth Management, Investment Advisory, Estate Planning, Financial Advisory, Series 63, Wealth
Education
UCSB 1989 — 1993
BA, Law & Society
Harvest Financial - First Allied Securites, Inc. January 2008 - Present
UBS June 2000 - December 2005
Skills
Series 7, Financial Services, Investments, Strategic Financial..., Wealth Management, Investment Advisory, Estate Planning, Financial Advisory, Series 63, Wealth
Education
UCSB 1989 — 1993
BA, Law & Society
Kathryn Hoffman's UBS Experience June 2007 - Present
Job Senior Registered CSA at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS June 2007 - Present
Bank of America June 2001 - October 2006
Education
University of Cincinnati 2012 — 2017
Economics
University of Cincinnati 1999 — 2000
Electrical Engineering
St. Lawrence Academy 1995 — 1999
UBS June 2007 - Present
Bank of America June 2001 - October 2006
Education
University of Cincinnati 2012 — 2017
Economics
University of Cincinnati 1999 — 2000
Electrical Engineering
St. Lawrence Academy 1995 — 1999
Kevin Goyan's UBS Experience May 1992 - August 2008
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2008 - Present
UBS May 1992 - August 2008
Skills
Investments, Series 7, Wealth Management, Series 63, Asset Management, Fixed Income, Retirement Planning, Portfolio Management, Equities, Asset Allocation, Series 65, Alternative Investments, Financial Planning, Securities, Mutual Funds, Estate Planning, Investment Advisory, Options, Risk Management, Managed Accounts, Bonds, Client Service, Retirement, ETFs, Insurance, Separately Managed..., Annuities, Banking, Comprehensive Wealth..., 401k, Investment Strategies, Private Banking, Trading, Bloomberg, Derivatives, Credit, Commercial Lending
Education
University of California, San Diego 1986 — 1990
Bachelors, Communications
Chadwick
Morgan Stanley Smith Barney July 2008 - Present
UBS May 1992 - August 2008
Skills
Investments, Series 7, Wealth Management, Series 63, Asset Management, Fixed Income, Retirement Planning, Portfolio Management, Equities, Asset Allocation, Series 65, Alternative Investments, Financial Planning, Securities, Mutual Funds, Estate Planning, Investment Advisory, Options, Risk Management, Managed Accounts, Bonds, Client Service, Retirement, ETFs, Insurance, Separately Managed..., Annuities, Banking, Comprehensive Wealth..., 401k, Investment Strategies, Private Banking, Trading, Bloomberg, Derivatives, Credit, Commercial Lending
Education
University of California, San Diego 1986 — 1990
Bachelors, Communications
Chadwick
Bill Bolton's UBS Experience June 1996 - August 1998
Job Head Of Commodity Risk Gas & NGL at BP
Industry Oil & Energy
Experience
BP January 2014 - Present
BP June 2009 - August 2010
Credit Suisse 1998 - 2000
UBS June 1996 - August 1998
Skills
Product Control, Derivatives, Trading, Valuation, Investment Banking, Market Risk, Financial Risk, Trading Systems, Financial Reporting, Energy, Commodity Markets, FX Options, Risk Management, Options, Business Analysis, Treasury, Commodity, Capital Markets, Financial Modeling, Fixed Income, Equities
Education
University of Canterbury 2000 — 2002
B Com., Accounting
BP January 2014 - Present
BP June 2009 - August 2010
Credit Suisse 1998 - 2000
UBS June 1996 - August 1998
Skills
Product Control, Derivatives, Trading, Valuation, Investment Banking, Market Risk, Financial Risk, Trading Systems, Financial Reporting, Energy, Commodity Markets, FX Options, Risk Management, Options, Business Analysis, Treasury, Commodity, Capital Markets, Financial Modeling, Fixed Income, Equities
Education
University of Canterbury 2000 — 2002
B Com., Accounting
Dave MacVean's UBS Experience 2001 - 2003
Job Owner, Collins MacVean, LLC
Industry Investment Management
Experience
Collins MacVean, LLC August 2005 - Present
The Private Bank 2003 - 2005
UBS 2001 - 2003
Wells Fargo Van Kasper 1999 - 2001
Morgan Stanley 1994 - 1999
Skills
Investments, Asset Managment, Strategic Planning, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Financial Analysis, Equities, Business Strategy, Estate Planning, Mutual Funds, Microsoft Excel, Asset Management, Investment Advisory, Asset Allocation, Investment Management, Venture Capital, Wealth Management...
Education
University of California, Santa Barbara 1983 — 1987
Bachelor of Arts (B.A.), Political Science
Pt. Loma HS
Collins MacVean, LLC August 2005 - Present
The Private Bank 2003 - 2005
UBS 2001 - 2003
Wells Fargo Van Kasper 1999 - 2001
Morgan Stanley 1994 - 1999
Skills
Investments, Asset Managment, Strategic Planning, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Financial Analysis, Equities, Business Strategy, Estate Planning, Mutual Funds, Microsoft Excel, Asset Management, Investment Advisory, Asset Allocation, Investment Management, Venture Capital, Wealth Management...
Education
University of California, Santa Barbara 1983 — 1987
Bachelor of Arts (B.A.), Political Science
Pt. Loma HS
Guy Hanson's UBS Experience August 2011 - March 2012
Job VP Regulatory Group at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank February 2014 - Present
Deutsche Bank April 2012 - January 2014
UBS August 2011 - March 2012
Barclays Capital August 2008 - August 2010
JPMorgan Chase November 2003 - July 2008
Lehman Brothers October 2000 - September 2003
Vosper Thornycroft Marine Products 1997 - 2000
Education
University of Canterbury 1992 — 1995
B Eng, Mechanical Engineering
Deutsche Bank February 2014 - Present
Deutsche Bank April 2012 - January 2014
UBS August 2011 - March 2012
Barclays Capital August 2008 - August 2010
JPMorgan Chase November 2003 - July 2008
Lehman Brothers October 2000 - September 2003
Vosper Thornycroft Marine Products 1997 - 2000
Education
University of Canterbury 1992 — 1995
B Eng, Mechanical Engineering
Xiao-Hu Yan's UBS Experience June 2010 - May 2011
Job Associate at Goldman Sachs
Industry Capital Markets
Experience
Goldman Sachs May 2011 - Present
UBS June 2010 - May 2011
Skills
Electronic Trading, Systematic Trading, High Frequency Trading, Fixed Income, Quantitative Research, Futures, R, C++, Equity Derivatives, Statistics, Machine Learning, Java, Value Investing, Linear Models
Education
University of Cambridge 2008 — 2009
MPhil, Computational Biology
University of Cambridge 2005 — 2008
BA, Mathematics
Goldman Sachs May 2011 - Present
UBS June 2010 - May 2011
Skills
Electronic Trading, Systematic Trading, High Frequency Trading, Fixed Income, Quantitative Research, Futures, R, C++, Equity Derivatives, Statistics, Machine Learning, Java, Value Investing, Linear Models
Education
University of Cambridge 2008 — 2009
MPhil, Computational Biology
University of Cambridge 2005 — 2008
BA, Mathematics
Andrew Threadgold's UBS Experience 2006 - 2008
Job Managing Director at Royal Bank of Scotland
Industry Financial Services
Experience
Deutsche Bank September 2015 - Present
Royal Bank of Scotland April 2010 - September 2015
Fidelity Investments 2008 - 2010
UBS 2006 - 2008
Euroclear 2006 - 2008
JP Morgan 1971 - 2006
Skills
Risk Management, Equities, Investment Banking, Hedge Funds, Financial Risk, Structured Products, Management, Market Risk, Derivatives, Operational Risk, Credit, Capital Markets, Fixed Income, Financial Markets, Credit Derivatives, Equity Derivatives, Credit Risk, Structured Finance, Basel II, Interest Rate..., Portfolio Management, Bonds
Education
University of Cambridge 1968 — 1971
MA, Mathematics, 1st Class Honours
Deutsche Bank September 2015 - Present
Royal Bank of Scotland April 2010 - September 2015
Fidelity Investments 2008 - 2010
UBS 2006 - 2008
Euroclear 2006 - 2008
JP Morgan 1971 - 2006
Skills
Risk Management, Equities, Investment Banking, Hedge Funds, Financial Risk, Structured Products, Management, Market Risk, Derivatives, Operational Risk, Credit, Capital Markets, Fixed Income, Financial Markets, Credit Derivatives, Equity Derivatives, Credit Risk, Structured Finance, Basel II, Interest Rate..., Portfolio Management, Bonds
Education
University of Cambridge 1968 — 1971
MA, Mathematics, 1st Class Honours
Ann Dirksen's UBS Experience 1995 - 2005
Job Senior Vice President, National Accounts at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - May 2012
First American Funds December 2007 - January 2011
Morgan Stanley 2005 - 2006
UBS 1995 - 2005
Skills
Series 63, Relationship Management, Separately Managed..., Series 7, Management, Asset Allocation, Financial Services, Mutual Funds, Alternative Investments, Investment Advisory, Securities, Wealth Management, ETFs
Education
University of California, Santa Barbara 1986 — 1990
Nuveen Investments January 2011 - May 2012
First American Funds December 2007 - January 2011
Morgan Stanley 2005 - 2006
UBS 1995 - 2005
Skills
Series 63, Relationship Management, Separately Managed..., Series 7, Management, Asset Allocation, Financial Services, Mutual Funds, Alternative Investments, Investment Advisory, Securities, Wealth Management, ETFs
Education
University of California, Santa Barbara 1986 — 1990
Stephen Miter's UBS Experience June 2010 - September 2010
Job Business & Technology Consultant at Cisco
Industry Information Technology and Services
Experience
Cisco Consulting Services December 2013 - Present
Cisco IT July 2012 - December 2013
Capital Group June 2011 - September 2011
UBS June 2010 - September 2010
Skills
Finance, Analysis, Data Analysis, Microsoft Excel, Project Management, Time Management, Financial Markets, Budgets, Business Process..., Process Improvement, Financial Analysis, Cloud Computing, Microsoft Office, Vendor Management, TCO, IaaS, PaaS, SaaS, Offshore Management, Consulting, Business Case Design, IT Operations, Business Operations, Budget Management, Program Management, Internet of Things, Technology Management, Technology Research, Investment Research, ROI, Leadership, Strategy, PowerPoint, Data Center, Cisco Technologies
Education
University of California, Santa Barbara
Economics, Accounting, Technology Management Program
Cisco Consulting Services December 2013 - Present
Cisco IT July 2012 - December 2013
Capital Group June 2011 - September 2011
UBS June 2010 - September 2010
Skills
Finance, Analysis, Data Analysis, Microsoft Excel, Project Management, Time Management, Financial Markets, Budgets, Business Process..., Process Improvement, Financial Analysis, Cloud Computing, Microsoft Office, Vendor Management, TCO, IaaS, PaaS, SaaS, Offshore Management, Consulting, Business Case Design, IT Operations, Business Operations, Budget Management, Program Management, Internet of Things, Technology Management, Technology Research, Investment Research, ROI, Leadership, Strategy, PowerPoint, Data Center, Cisco Technologies
Education
University of California, Santa Barbara
Economics, Accounting, Technology Management Program
Christine M. Sou's UBS Experience January 2011 - March 2011
Job Product Manager at SONY PlayStation® Network
Industry Computer Software
Experience
PlayStation™Network - Sony Network Entertainment Int’l July 2014 - Present
PlayStation™Network - Sony Network Entertainment Int’l July 2013 - June 2014
Sony Network Entertainment Int'l (SNEI) June 2011 - June 2013
Locbit April 2012 - June 2012
UCSD Department of Bioengineering September 2010 - June 2011
UBS January 2011 - March 2011
Skills
Microsoft Office, Software Project..., Agile Project Management, Project Planning, Rally, Product Launches, Scrum, Marketing Strategy, Leadership Development, Market Research, Customer Relations, Risk Management, Entrepreneurial..., Government Relations, Problem Solving, Financial Reporting, Information Technology, Strategic Planning, Product Management, Social Media, Project Management, Program Management, Strategy, Research, Agile Methodologies, Management, Software Development, Microsoft Excel, Marketing, PowerPoint, E-commerce, User Experience, Cross-functional Team...
Education
University of California, San Diego
B.A. International Studies - Economics, Minor in Business
UCSD Rady School of Management
PlayStation™Network - Sony Network Entertainment Int’l July 2014 - Present
PlayStation™Network - Sony Network Entertainment Int’l July 2013 - June 2014
Sony Network Entertainment Int'l (SNEI) June 2011 - June 2013
Locbit April 2012 - June 2012
UCSD Department of Bioengineering September 2010 - June 2011
UBS January 2011 - March 2011
Skills
Microsoft Office, Software Project..., Agile Project Management, Project Planning, Rally, Product Launches, Scrum, Marketing Strategy, Leadership Development, Market Research, Customer Relations, Risk Management, Entrepreneurial..., Government Relations, Problem Solving, Financial Reporting, Information Technology, Strategic Planning, Product Management, Social Media, Project Management, Program Management, Strategy, Research, Agile Methodologies, Management, Software Development, Microsoft Excel, Marketing, PowerPoint, E-commerce, User Experience, Cross-functional Team...
Education
University of California, San Diego
B.A. International Studies - Economics, Minor in Business
UCSD Rady School of Management
Gabe Chung's UBS Experience July 2011 - August 2011
Job Jr. SEM Analyst at Katch LLC
Industry Marketing and Advertising
Experience
Katch LLC June 2015 - Present
ANZ July 2014 - August 2014
UBS July 2011 - August 2011
Carnegie General Insurance Company June 2011 - July 2011
Skills
Java, Statistics, Microsoft Office, Korean, Auto Insurance Analysis, Actuarial Science, Financial Mathematics, Accounting, Matlab
Education
University of California, Los Angeles 2010 — 2015
Bachelor's Degree, Actuarial Science
Katch LLC June 2015 - Present
ANZ July 2014 - August 2014
UBS July 2011 - August 2011
Carnegie General Insurance Company June 2011 - July 2011
Skills
Java, Statistics, Microsoft Office, Korean, Auto Insurance Analysis, Actuarial Science, Financial Mathematics, Accounting, Matlab
Education
University of California, Los Angeles 2010 — 2015
Bachelor's Degree, Actuarial Science
Sherwin Lau's UBS Experience January 2008 - May 2011
Job Portfolio Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2011 - Present
UBS January 2008 - May 2011
Skills
Asset Allocation, Portfolio Management, Financial Modeling, Sensitivity Analysis, Correlation Analysis, Risk Management, Equities, Fixed Income, Wealth Management, Bloomberg, New Business Development, Investments, Alternative Investments, Capital Markets
Education
University of California, Santa Cruz 2004 — 2007
Bachelor of Arts (B.A.), Business Management and Economics
Morgan Stanley Wealth Management May 2011 - Present
UBS January 2008 - May 2011
Skills
Asset Allocation, Portfolio Management, Financial Modeling, Sensitivity Analysis, Correlation Analysis, Risk Management, Equities, Fixed Income, Wealth Management, Bloomberg, New Business Development, Investments, Alternative Investments, Capital Markets
Education
University of California, Santa Cruz 2004 — 2007
Bachelor of Arts (B.A.), Business Management and Economics
Martin McQuade's UBS Experience June 2009 - August 2009
Job Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company 2015 - Present
McKinsey & Company 2014 - 2015
McKinsey & Company 2012 - 2014
Limestone Advisors 2011 - 2011
Swire Pacific 2010 - 2011
UBS June 2009 - August 2009
Skills
Financial Modeling, Industry Analysis, Financial Analysis, Investments, Economics, Analysis, Corporate Finance, Strategic Planning, Energy, Due Diligence, Business Strategy, Private Equity, Management Consulting, Hedge Funds, Competitive Analysis
Education
University of Cambridge 2007 — 2010
Ba (First Class Hons), Economics
St. Bede's College
McKinsey & Company 2015 - Present
McKinsey & Company 2014 - 2015
McKinsey & Company 2012 - 2014
Limestone Advisors 2011 - 2011
Swire Pacific 2010 - 2011
UBS June 2009 - August 2009
Skills
Financial Modeling, Industry Analysis, Financial Analysis, Investments, Economics, Analysis, Corporate Finance, Strategic Planning, Energy, Due Diligence, Business Strategy, Private Equity, Management Consulting, Hedge Funds, Competitive Analysis
Education
University of Cambridge 2007 — 2010
Ba (First Class Hons), Economics
St. Bede's College
Ryan Ranjbaran's UBS Experience June 2011 - August 2011
Job
Industry
Experience
UBS June 2011 - August 2011
Education
University of California, Santa Barbara 2008 — 2012
B.A., Economics, Communication
UBS June 2011 - August 2011
Education
University of California, Santa Barbara 2008 — 2012
B.A., Economics, Communication
Jason Blau's UBS Experience 2004 - 2008
Job Head of Operations Aesir Capital Management
Industry Financial Services
Experience
Diamondback September 2008 - January 2013
UBS 2004 - 2008
Education
University of Central Florida 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 1993 — 1997
Bachelor of Science (B.S.), Accounting
Diamondback September 2008 - January 2013
UBS 2004 - 2008
Education
University of Central Florida 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 1993 — 1997
Bachelor of Science (B.S.), Accounting
Lawrence Jacobsen's UBS Experience November 2012 - Present
Job Sr. Registered CSA at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS November 2012 - Present
SkyWest Airlines September 2003 - March 2012
Education
University of California, Santa Barbara 2008 — 2010
Bachelor of Arts (BA), Geography
UBS November 2012 - Present
SkyWest Airlines September 2003 - March 2012
Education
University of California, Santa Barbara 2008 — 2010
Bachelor of Arts (BA), Geography
Lisa C. Maxwell's UBS Experience June 1993 - December 1999
Job Investment Sales Associate at BB&T Investments
Industry Financial Services
Experience
BB&T Investments Services, Inc. April 2014 - Present
Stewart-Marchman-Act Behavioral Healthcare November 2012 - April 2014
Raymond James Financial Inc. June 2010 - April 2014
Florida Hospital Flagler January 2012 - November 2012
Wells Fargo Advisors October 2007 - June 2010
A.G. Edwards & Sons, Inc. January 2000 - October 2007
UBS June 1993 - December 1999
Skills
Financial Services, FINRA, Series 7, Series 63, Marketing, Business, Teamwork, Customer Service, Event Planning, Compliance, Sales Operations, Microsoft Word, Microsoft Excel, PowerPoint, Strategic Planning, Registered Nursing, Cpr Certified, 2-15 FL Life, Healh, &..., Series 66
Education
University of Central Florida 1988 — 1993
Bachelor's Degree, Psychology
Daytona State College 2010 — 2011
Associate's Degree, Nursing Science, with Honors
BB&T Investments Services, Inc. April 2014 - Present
Stewart-Marchman-Act Behavioral Healthcare November 2012 - April 2014
Raymond James Financial Inc. June 2010 - April 2014
Florida Hospital Flagler January 2012 - November 2012
Wells Fargo Advisors October 2007 - June 2010
A.G. Edwards & Sons, Inc. January 2000 - October 2007
UBS June 1993 - December 1999
Skills
Financial Services, FINRA, Series 7, Series 63, Marketing, Business, Teamwork, Customer Service, Event Planning, Compliance, Sales Operations, Microsoft Word, Microsoft Excel, PowerPoint, Strategic Planning, Registered Nursing, Cpr Certified, 2-15 FL Life, Healh, &..., Series 66
Education
University of Central Florida 1988 — 1993
Bachelor's Degree, Psychology
Daytona State College 2010 — 2011
Associate's Degree, Nursing Science, with Honors
Michelle Smith Rodgers's UBS Experience September 2013 - Present
Job Senior Wealth Strategy Associate
Industry Financial Services
Experience
UBS September 2013 - Present
UBS July 2011 - September 2013
Education
University of California, Riverside
Bachelor's degree, Business Administration and Management, General
UBS September 2013 - Present
UBS July 2011 - September 2013
Education
University of California, Riverside
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.