UBS Company

Industry: Investment banking company

Description

UBS 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
Andres R. Tatis Andres R. Tatis Greater New York City Area Details
Andres R. Tatis's UBS Experience 2009 - 2012
Job NICE | Actimize FMC Division
Industry Management Consulting
Experience
NICE Systems  July 2015 - Present
E*TRADE Financial Corporation  2014 - Present
Dell  2013 - 2014
UBS   2009 - 2012
UBS Wealth Management  2008 - 2009
UBS Wealth Management  2005 - 2008
Quest Diagnostics  2002 - 2003
TD  1999 - 2001

Skills
Business Analysis, Process Improvement, Vendor Management, Change Management, Six Sigma, Project Management, Project Portfolio..., MS Project, Management, Business Strategy, Financial Services, Human Resources, Budgets, Training, SDLC, Risk Management, Banking, Business Process..., Business Requirements, Forecasting, Resource Management, PMO, Requirements Gathering, IT Strategy, Recruiting, Software Project...

Education
Rutgers, The State University of New Jersey-Newark
Mathematics

Bergen Community College
Mathematics, Computer Science

River Dell Regional High School   1995 — 1999

Araya Mesfin Araya Mesfin Greater Atlanta Area Details
Araya Mesfin's UBS Experience January 2014 - Present
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS   January 2014 - Present
Morgan Stanley Wealth Management  September 2008 - January 2014

Skills
Wealth Management, Retirement Planning, Investments, Series 7, Equities, Strategic Financial..., Mutual Funds, Portfolio Management, Asset Allocation, Financial Modeling, Asset Management, Investment Advisory, Financial Analysis, Alternative Investments, Series 63, Financial Planning

Education
Berry College   1993 — 1998
Bachelor of Science, Physics, Biology

Tucker High School   1991 — 1993

Clarkston High School   1990 — 1991

YESSICA TAVAREZ YESSICA TAVAREZ Corona, New York Details
YESSICA TAVAREZ's UBS Experience June 2007 - August 2007
Job Paralegal at Jaffe & Asher LLP
Industry Legal Services
Experience
Jaffe & Asher LLP  November 2013 - Present
Law offices of Demetrios A. Bothos   September 2012 - November 2013
Milbank, Tweed, Hadley & McCloy LLP   2013 - 2013
Bowery Residents' Committee  December 2012 - 2013
CureMD  September 2012 - October 2012
Impact Staffing Inc   December 2010 - October 2012
IMPACT STAFFING INC.   December 2010 - May 2012
Mel S. Harris & Associates   August 2007 - December 2010
UBS   June 2007 - August 2007
UBS Financial Services  June 2007 - August 2007

Skills
Microsoft Office, Administrative..., Recruiting, Spreadsheets, Human Resources, Administrative..., Receptionist Duties, Microsoft Excel, Outlook, Data Entry, Office Administration, Microsoft Word, Filing, Customer Service, Invoicing, Telephone Skills, Administration, Phone Skills, People Skills, Switchboard Operator, NYS Notary Public, e-law, E-case, NYS Unified court system, Westlaw

Education
John Jay College of Criminal Justice   2009 — 2012
Bachelor of Arts (B.A.), Criminal Justice and Corrections, GRADUATED

John Jay College of criminal justice   2009 — 2012
Bachelors Degree, Criminal Justice

Berkeley College   2005 — 2007
Associate of Science (A.S.), Business Administration, Management and Operations, GRADUATED

Berkeley College   2005 — 2007
Associates Degree, Business Management

Pace University
Paralegal Certificate, Legal Assistant/Paralegal

Dan Fasanaro Dan Fasanaro Greater New York City Area Details
Dan Fasanaro's UBS Experience May 2004 - August 2004
Job Digital Media Sales, Amazon
Industry Online Media
Experience
Amazon  April 2015 - Present
AOL  June 2014 - April 2015
AOL  January 2014 - June 2014
AOL  July 2010 - December 2013
AOL  November 2008 - June 2010
Lehman Brothers / Barclays Capital  July 2005 - October 2008
Coach Inc.  2005 - 2005
UBS   May 2004 - August 2004

Skills
Online Advertising, Sales, Equities, Fixed Income, Finance, Digital Strategy, Digital Media, Digital Marketing, Mobile Advertising, Strategic Partnerships, Analytics, Integrated Marketing, Media Planning, Advertising, Social Media Marketing, Online Marketing, Behavioral Targeting, Advertising Sales, Ad Networks, Display Advertising, Product Marketing, Marketing Strategy

Education
Binghamton University - School of Management   2001 — 2005
Bachelor of Science (B.S.), Finance, Management

Christopher Conway CRPS Christopher Conway CRPS New York, New York Details
Christopher Conway CRPS's UBS Experience September 2001 - September 2003
Job Chief Marketing Officer, Marsh Private Client Services
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc.   August 2013 - Present
Citi  August 2010 - August 2013
TIAA-CREF  June 2006 - February 2010
TD Ameritrade (TD Waterhouse)   October 2003 - May 2006
UBS Wealth Management  March 1993 - October 2003
UBS   September 2001 - September 2003
UBS   January 1996 - September 2001
UBS   January 1995 - January 1996
UBS   April 1993 - January 1995

Skills
Wealth Management, Retirement Planning, Branding & Identity, Development of..., Advisory Products, Integrated Marketing..., Holistic Financial..., Multi-product Management, Segmentation, Asset Managment, Cross-functional Team..., Mutual Funds, Annuities, Social Media, Web-based Solutions, PMO, Client & Industry..., Business Process..., Leadership, Relationship Management, Six Sigma, Series 24, P&L Responsibility, New Business Development, Coaching & Training, Financial Services, Marketing, Strategy, Asset Management, Marketing Strategy, Management, Series 7, Mergers & Acquisitions, Strategic Financial..., Product Management, Investment Advisory, Business Planning, P&L Management, Fixed Annuities, Executive Management, Management Consulting, Financial Planning

Education
Binghamton University
Bachelor of Arts (B.A.), Political Science - International Affairs and Law

Polina Sorokina, CPA Polina Sorokina, CPA Greater New York City Area Details
Polina Sorokina, CPA's UBS Experience October 2014 - Present
Job Fund Accountant at UBS
Industry Accounting
Experience
UBS   October 2014 - Present
WestStar TV   August 2014 - October 2014
KPMG in the Cayman Islands  February 2012 - July 2014
KPMG  July 2010 - February 2012
KPMG LLP  June 2009 - August 2009
Societe Generale Bank   June 2008 - August 2008
Depository Trust & Clearing Corporation  June 2007 - August 2007

Skills
Tax, Auditing, Corporate Tax, Microsoft Excel, Accounting, Bloomberg Terminal, Bloomberg Software, Account Reconciliation, Financial Statements, Access, Financial Accounting, Microsoft Word, Tax Returns, Financial Reporting, Financial Analysis, Finance, Financial Services, Tax Preparation, Outlook, Income Tax, Big 4, Tax Research, Partnership Taxation, CPA, PowerPoint, International Tax, Tax Advisory, Depreciation, Financial Statement..., Tax Law, Revenue Recognition, Data Entry, Private Equity, General Ledger, Geneva, Fund Accounting, Corporate Actions

Education
Binghamton University - School of Management   2006 — 2009
Bachelor of Science, Accounting

Ganesh Jangal Ganesh Jangal Greater New York City Area Details
Ganesh Jangal's UBS Experience February 2008 - March 2011
Job Assistant Vice President at Deutsche Bank
Industry Computer Software
Experience
Deutsche Bank  March 2011 - Present
UBS   February 2008 - March 2011
Morgan Stanley  June 2007 - August 2007
Patni Computer Systems  June 2004 - August 2006

Skills
Equities, Trading Systems, Distributed Systems, Multithreading, C#, .NET, WPF, WinForms, Market Data, Java, Web Applications, Web Services, Agile Methodologies, Test Driven Development, Struts

Education
State University of New York at Buffalo   2006 — 2008
Master of Science (MS), Computer Science

Bharathiar University   2000 — 2004
Bachelor of Engineering (BE), Computer Science

Michael DiGrazia, CFP® CIMA® Michael DiGrazia, CFP® CIMA® Phoenix, Arizona Area Details
Michael DiGrazia, CFP® CIMA®'s UBS Experience June 2004 - Present
Job Director, Institutional Consultant, Portfolio Manager, Senior Retirement Plan Consultant at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS   June 2004 - Present
Merrill Lynch  September 1998 - June 2004

Education
Bentley University   1982 — 1986

Baskar Govindasamy Baskar Govindasamy Greater Detroit Area Details
Baskar Govindasamy's UBS Experience August 1997 - March 1998
Job Senior IT Infrastructure Architect/Infrastructure Demand Manager@ MercedesBenz Financial services
Industry Financial Services
Experience
Mercedes-Benz Financial Services USA LLC  September 2012 - Present
The Epitec Inc at Daimlerchrysler, Chrysler LLC   November 2006 - July 2012
Management Science Associates, Inc.   February 2004 - September 2006
Alcatel-Lucent  August 2003 - January 2004
Agere systems (Lucent)   March 2003 - July 2003
Rapidigm (Now Fujitsu Consulting) @ US Steel   November 1999 - January 2003
Rapidigm (Now Fujitsu consulting) @ Nova Chemicals   January 1999 - October 1999
Rapidigm (Now Fujitsu consulting) @ Gates Rubber Co   April 1998 - December 1998
UBS   August 1997 - March 1998
Pertech Computers Ltd(PCL)   January 1994 - March 1997

Skills
Unix, Websphere, AIX, Weblogic, WebSphere Application..., Application Architecture, Performance Tuning, Database Administration, Databases, Red Hat Linux, Apache, Software Development, Data Warehousing, ETL, Business Intelligence, Architectures, Tomcat, Architecture, Linux, Java, LDAP, SQL, WebSphere MQ, WebSphere Message Broker, Cloud Computing, Data Warehousing, ETL..., Enterprise Architecture, Solution Architect for..., Solution Architect for..., Vignette, Infrastructure Planning..., Siteminder Policy..., WebSphere Cloudburst..., AIX administration, MCSE, Oracle Administration, DB2 Administration, Middleware..., VMware ESX, Cognos 10.x, InfoSphere DataStage..., Product Architecture, EMC Documentum,..., Solaris 8/9/10, Fun with WebSphere..., Expect scripting, Kony mobile middleware, Unix, linux..., Data Center Operations, Server Consolidation

Education
Michigan State University - The Eli Broad College of Business - Expected 2017   2015 — 2017
Master of Business Administration (M.B.A.)

Bharathidasan University   1988 — 1992
Engineer's Degree, Computer Science & Engineering

Andy Gladstone Andy Gladstone San Francisco Bay Area Details
Andy Gladstone's UBS Experience September 2004 - November 2005
Job Area Sales Manager at TriNetSOI
Industry Management Consulting
Experience
TriNet  October 2012 - Present
Insperity  November 2005 - October 2012
UBS   September 2004 - November 2005
European Design Group   November 1999 - September 2004
Levi Strauss  1980 - 1999

Skills
New Business Development, Negotiation, Strategic Planning, Financial Analysis, Brand Management, Consultative Sales..., C-Level Sales, Trusted Business Advisor, Team Building, Marketing, Management Consulting, P&L Management, Management, PEO, Selling, Start-ups, Salesforce.com, Strategic Partnerships, Sales Process, Lead Generation, Strategy, Sales Management, Sales

Education
Binghamton University - School of Management   1976 — 1980
BS, Management

Chetan Sojitra Chetan Sojitra Greater New York City Area Details
Chetan Sojitra's UBS Experience September 2004 - January 2006
Job Team Lead Buyside Certifications
Industry Investment Banking
Experience
Fidessa corporation  April 2010 - Present
Fidessa corporation  November 2007 - April 2010
Citigroup  January 2006 - November 2007
UBS   September 2004 - January 2006
Insight Media  March 2003 - September 2004

Skills
Fidessa, FIX, Equities, Electronic Trading, Order Management, SQL, Sybase, Trading, Trading Systems, Unix, Networking, Testing, Market Data, Business Analysis

Education
New Jersey Institute of Technology   2000 — 2002
BS, Computer Science

Bergen Community College   1998 — 1999
Transfer, Computer Science

Elissa Brito Elissa Brito New York, New York Details
Elissa Brito's UBS Experience August 2000 - March 2003
Job Attorney Recruiting Manager at Kirkland & Ellis LLP
Industry Law Practice
Experience
Kirkland & Ellis LLP  July 2005 - Present
Dewey & LeBoeuf LLP  April 2003 - July 2005
UBS   August 2000 - March 2003

Skills
Recruiting, Onboarding, Employee Relations, Human Resources, Talent Management, Interviews, Talent Acquisition, Applicant Tracking..., Event Planning, Outlook

Education
State University of New York at Binghamton   1997 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General

Dan Cannon Dan Cannon Greater Minneapolis-St. Paul Area Details
Dan Cannon's UBS Experience January 2012 - May 2012
Job Document Management Data Analyst Two Harbors Investment Corp.
Industry Financial Services
Experience
Two Harbors Investment Corp.  February 2015 - Present
U.S. Bank   July 2012 - February 2015
UBS   January 2012 - May 2012
CFA Institute Research Challenge- Bethel University Team   August 2011 - February 2012
Paulson Wealth Management   May 2011 - August 2011
NeuStar, Inc.   February 2011 - March 2011
Camp Shamineau East   June 2010 - August 2010

Skills
Spanish, Excel, PowerPoint, English, Chinese, Financial Modeling, Financial Analysis, Equities, Investments, Portfolio Management, Market Research, Microsoft Excel, Valuation, Analysis, Corporate Finance, Finance, Economics, Trading, Risk Management, Data Analysis, Research, Leather Jackets, Chaos Management

Education
Bethel University   2008 — 2012
Bachelor of Arts (B.A.), International Business & Finance, Minors: Spanish & Modern World Languages

Universitat Autònoma de Barcelona   2010 — 2011
Undergraduate, Business & Spanish

Anna Taranova Anna Taranova Greater New York City Area Details
Anna Taranova's UBS Experience July 2013 - August 2013
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2015 - Present
UBS Wealth Management Americas  June 2014 - August 2014
UBS   July 2013 - August 2013

Skills
Microsoft Word, Fundraising, Teamwork, Project Management, Social Networking, Microsoft Office, Microsoft Excel, Russian, Mac, Microsoft Powerpoint, Public Speaking, PowerPoint, Facebook

Education
Binghamton University - School of Management   2011 — 2015
Bachelor of Science (B.S.), Accounting, Finance, Global Studies

Navaneeth Rajkumar Navaneeth Rajkumar Greater New York City Area Details
Navaneeth Rajkumar's UBS Experience October 2006 - August 2013
Job VP at AQR Capital Management
Industry Information Technology and Services
Experience
AQR Capital Management  August 2013 - Present
UBS   October 2006 - August 2013
Siemens Corporate Research  June 2005 - October 2006

Skills
.NET, C# 4.0, GUI development, WinForms, Multithreading, Syncfusion, WCF, SQL, Sybase, Microsoft SQL Server, Fixed Income, Credit Derivatives, Requirements Analysis, C#, SDLC, Testing, Design Patterns, SOA, WPF, Agile Methodologies, Software Design, Web Services, Interest Rate..., Software Project..., Java, Derivatives, Business Analysis

Education
Syracuse University   2003 — 2005
MS, Computer Science

Bharathiar University   1999 — 2003
Bachelor's degree, Computer Science

Stanes higher secondary school

Mackenzie Hartley, MA, LADC Mackenzie Hartley, MA, LADC Greater Minneapolis-St. Paul Area Details
Mackenzie Hartley, MA, LADC's UBS Experience July 2007 - March 2010
Job Addiction Counselor 4 at Hazelden Betty Ford Foundation
Industry Mental Health Care
Experience
Hazelden Betty Ford Foundation  December 2011 - Present
Hazelden Graduate School   January 2011 - December 2011
UBS   July 2007 - March 2010
US Bank  December 2004 - June 2007

Skills
Client Counseling, Presentations, Group Therapy, Chemical Dependency, Rule 31, Microsoft Office, Chemical Dependency..., Insurance, Finance, Financial Analysis, Strategic Financial..., Banking, Credit, Investments, Mutual Funds, Portfolio Management, Loans, Retirement Planning, Customer Service, Financial Advisory, Securities, Analysis, Motivational..., Crisis Intervention, Behavioral Health, CBT, Plannning, Treatment, Case Managment, Healthcare, Nonprofits, Mental Health Counseling, Psychotherapy, Interventions, Psychology, Mental Health, Social Services, Therapists, Counseling Psychology, Prevention, Google Groups, Family Therapy, Crisis, Psychological Assessment, Life Transitions, Adolescents, Self-esteem, Case Management

Education
Saint Mary's University   2013 — 2016
Graduate Certificate in Marriage and Family Therapy, Marriage and Family Therapy/Counseling

Hazelden Graduate School   2011 — 2011
Master of Arts (MA), Alcohol and Drug Counseling

Concordia College   2002 — 2004
Bachelor of Arts (BA), Business

Bethel University   2000 — 2002
Generals & Business

Lawrence Frankel Lawrence Frankel Greater New York City Area Details
Lawrence Frankel's UBS Experience December 2007 - Present
Job Branch Manager, Control Officer at UBS
Industry Financial Services
Experience
UBS   December 2007 - Present
American Express Financial Advisors  2001 - 2005
Paine Webber  1993 - 1994

Skills
Series 7, FINRA, Series 24, Series 63, Financial Services, Equities, Risk Management, Management, Wealth Management, Capital Markets, FINRA Series..., Investments, Options, AML, NJ Resident Life and..., Compliance, Financial Operations, Finance, Mutual Funds, Portfolio Management

Education
Binghamton University
Bachelors of Science, Management/Finance

Roberta R. Welch Roberta R. Welch Greater New York City Area Details
Roberta R. Welch's UBS Experience August 2010 - October 2010
Job
Industry Financial Services
Experience
Citi  October 2010 - January 2012
UBS   August 2010 - October 2010
SapientNitro  April 2010 - June 2010
Morgan Stanley Investment Management  July 2009 - October 2009
Deutsche Bank, Private Wealth Management  November 2006 - April 2009
Marketing and Communications  November 2004 - November 2006
Morgan Stanley  May 1999 - November 2006
Syntra Limited   September 1996 - May 1999

Skills
Google Analytics, Documentum, HTML, FrontPage, RedDot, Content Management, Analytics, Web Analytics, Digital Marketing, Online Advertising, Content Development, Integrated Marketing, Marketing Communications, Strategy, Financial Services, Social Media, Marketing, Email Marketing

Education
State University of New York at Binghamton   1991 — 1996
Bachelor of Arts, Psychology

City University of New York at Baruch CollegePresent

Andrew May, CFA Andrew May, CFA New York, New York Details
Andrew May, CFA's UBS Experience January 2010 - May 2010
Job Associate at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs  July 2011 - Present
Staples  June 2010 - August 2010
UBS   January 2010 - May 2010

Education
Binghamton University - School of Management   2009 — 2011
Masters, Business Administration; Finance

Binghamton University, State University of New York   2006 — 2010
Bachelor of Science, Financial Economics

Peter Koopman Peter Koopman Greater Boston Area Details
Peter Koopman's UBS Experience September 2014 - May 2015
Job Dealer Marketing Services at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  September 2015 - Present
UBS   September 2014 - May 2015
The Hanover Insurance Group  June 2014 - August 2014
Rand-Whitney Group  June 2013 - January 2014
Koopman Lumber and Hardware   June 2006 - June 2013

Skills
Financial Reporting, Internal Controls, Financial Statements, Microsoft Excel, Analysis, Sarbanes-Oxley, Variance Analysis, Sarbanes-Oxley Act, Essbase, Financial Forecasting, US GAAP, Cost Accounting, Pivot Tables, Consolidation, Financial Audits, Finance, Auditing, Customer Service, Financial Analysis, Public Speaking

Education
Bentley University   2011 — 2015
Bachelor's degree, Corporate Finance and Accounting

Universitat Autònoma de Barcelona

Sara Unal Sara Unal Greater New York City Area Details
Sara Unal's UBS Experience October 2011 - January 2012
Job Assistant Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  August 2013 - Present
Credit Suisse  July 2012 - August 2013
UBS   October 2011 - January 2012
Merrill Lynch  September 2010 - December 2010
Fidelity Institutional   June 2010 - August 2010

Skills
Retirement Planning, Analysis, Equities, Finance, Wealth Management, Financial Modeling, Investments, Risk Management, Financial Analysis, Bloomberg, Valuation, Mutual Funds, Retirement, CRM, Trading, Series 7, Portfolio Management

Education
Bentley University   2011 — 2012
Master of Business Administration (MBA), Finance

Bentley University   2007 — 2011
Bachelor of Science (BS), Corporate Finance and Accounting

Adam Alkilany Adam Alkilany Brooklyn, New York Details
Adam Alkilany's UBS Experience August 2015 - Present
Job Business Analyst at UBS
Industry Nonprofit Organization Management
Experience
UBS   August 2015 - Present
Pentacle/Danceworks Inc.   April 2015 - Present

Education
SUNY Binghamton   2012 — 2014
BS in Management, Leadership and Consulting; Management Information Systems, 3.48

SUNY Purchase   2010 — 2012
Bachelor's degree (incomplete due to early transfer, needed two more classes), Arts, Entertainment, and Media Management and Economics, 3.7

Ryan Troiano Ryan Troiano Greater New York City Area Details
Ryan Troiano's UBS Experience May 2012 - January 2014
Job Director, Governance & Implementation Manager at UBS Alternative and Quantitative Investments LLC
Industry Financial Services
Experience
UBS Hedge Fund Solutions LLC   January 2014 - Present
UBS   May 2012 - January 2014
J.P. Morgan   July 2011 - May 2012
Coast Asset Management  December 2007 - February 2011
Coast Asset Management  December 2006 - December 2007
Coast Asset Management  January 2006 - December 2006
State Street  September 2005 - December 2005
State Street  June 2004 - September 2005

Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Fixed Income, Derivatives, Asset Management, Bloomberg, Portfolio Management, Valuation, Equities, Financial Modeling, Investments, Private Equity

Education
Bentley University   2000 — 2004
BA, International Studies; Cum Laude

Marshwood High School   1996 — 2000

Thomas Marchese Thomas Marchese Greater New York City Area Details
Thomas Marchese's UBS Experience October 2007 - October 2012
Job System Analyst at Covanta Energy
Industry Information Technology and Services
Experience
Covanta Energy  November 2012 - Present
UBS   October 2007 - October 2012
NVE Bank  June 2005 - October 2007

Skills
Disaster Recovery, Network Administration, Visio, Active Directory, Microsoft Office, Process Improvement, Networking, CompTIA A+ Certification, CompTIA Network+..., CCNA, PeopleCode, PeopleTools, Windows 7, Windows XP Pro, ASP.NET, Microsoft Exchange, SQL, Oracle, Business Analysis, Technical Support, ITIL v3 Foundations..., Project Management, Vendor Management, Management

Education
Montclair State University   2011 — 2015
Bachelor's degree, Information Technology

Bergen Community College   2006 — 2011
Associate's degree, Computer Science

Chubb Technical Institute   2004 — 2006
Certificate, Network Administration and Security

Gerry Spitzer Gerry Spitzer Greater New York City Area Details
Gerry Spitzer's UBS Experience April 2012 - Present
Job Senior Vice President Wealth Management at UBS Financial Service Inc.
Industry Financial Services
Experience
UBS   April 2012 - Present
Merrill Lynch  April 1992 - April 2012
GA Computer Products   October 1988 - October 1992
Coopers and Lybrand  1985 - 1988

Education
Binghamton University - School of Management   1981 — 1985
BS, Accounting

Utica Free Academy

Utica Free Academy

Max Haberman Max Haberman Waltham, Massachusetts Details
Max Haberman's UBS Experience June 2013 - August 2013
Job Client Operations, Associate 2 at State Street Corporation
Industry Financial Services
Experience
State Street  June 2015 - Present
Epsilon  June 2014 - August 2014
Ameriprise Financial Services, Inc.   June 2013 - December 2013
UBS   June 2013 - August 2013
Enfield Tennis Club   June 2009 - September 2012

Skills
PowerPoint, Microsoft Excel, Data Analysis, Investments, Management, Financial Analysis, Finance, Leadership, Microsoft Word, Risk Management, Customer Service, Outlook, Microsoft Office, Financial Modeling

Education
Bentley University   2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance

Longmeadow High School   2007 — 2011
Diploma

Molly Walker Molly Walker Greater Boston Area Details
Molly Walker's UBS Experience January 2008 - May 2008
Job Business Transformation Senior Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial  July 2013 - Present
Sun Life Financial  August 2010 - July 2013
Ameriprise Financial Services, Inc.   September 2009 - February 2010
Primerica  May 2009 - August 2009
UBS   January 2008 - May 2008

Skills
Project Coordination, Business Process..., Microsoft Office, Process Simulation, Customer Loyalty..., Net Promoter Score, Building Customer..., Minitab, Analysis, Data Analysis, Microsoft Excel, PowerPoint, Business Process, Process Improvement, Customer Service, Social Media

Education
Bentley University   2006 — 2010
Bachelor of Science, Corporate Finance and Accounting

Universidad de Navarra / University of Navarra   2008 — 2008
Corporate Finance and Accounting

Wricha Mishra Wricha Mishra Laredo, Texas Details
Wricha Mishra's UBS Experience June 2012 - August 2012
Job Strategy | Logistics and Supply Chain | Quantitative Analysis
Industry Management Consulting
Experience
Seeking employment after maternity/career break   August 2014 - Present
AT&T  July 2013 - August 2014
UBS   June 2012 - August 2012
Wipro Technologies  July 2005 - May 2009
Tata Motors  June 2003 - July 2003

Skills
Cross-functional Team..., Project Planning, Strategy, Program Management, Business Strategy, Project Management, Business Analysis, Data Analysis, Competitive Analysis, Process Improvement, Product Management, Product Development, Training, Financial Modeling, Analysis, Marketing, Analytics, Marketing Strategy, Management, Management Consulting, Six Sigma, Software Project..., Business Intelligence, Leadership, Consulting, Strategic Planning

Education
Carnegie Mellon University - Tepper School of Business   2011 — 2013
MBA, Marketing and Strategy

Birla Institute of Technology   2001 — 2005
BE, Electrical and Electronics Engineering

Karen Rottman Roth, CPA, CFA Karen Rottman Roth, CPA, CFA Greater New York City Area Details
Karen Rottman Roth, CPA, CFA's UBS Experience 1996 - 2001
Job Managing Partner at Apogee Wealth Advisors
Industry Investment Management
Experience
Apogee Wealth Advisors   March 2013 - Present
Element Financial Group   2009 - March 2013
Group G Capital Partners   2004 - 2008
Emigrant Bank  2000 - 2004
UBS   1996 - 2001
The Bank of New York  1992 - 1996
Laventhol & Horwath  1987 - 1990

Education
New York University - Leonard N. Stern School of Business   1990 — 1992
MBA, Finance

Binghamton University   1983 — 1987
BS, Accounting

New Rochelle High School

Mike Edelstein Mike Edelstein Greater New York City Area Details
Mike Edelstein's UBS Experience March 2005 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS   March 2005 - Present
UBS   March 2002 - February 2005
UBS   January 2000 - February 2002
UBS   July 1997 - December 1999

Skills
Program Management, Financial Services, SDLC, Vendor Management, Trading Systems, Project Management, Agile Methodologies, Management, Market Data, Sybase, Project Portfolio..., Leadership, DB2, Offshoring, Websphere, Talent Management, Business Process..., Business Alignment, Technical Writing, Portfolio Management, Shared Services, Java, JavaScript, Ext JS, Technical Drawing, Written & Oral..., Wealth Management..., Agile Methodolgy, Predictive Analytics, Strategy, Business Analysis, IT Strategy

Education
State University of New York at Binghamton   1993 — 1997
Bachelors, Philosophy, Computer Science

Lavy Rosenthal Lavy Rosenthal Greater New York City Area Details
Lavy Rosenthal's UBS Experience January 2013 - May 2013
Job Senior Analyst at B+B Capital
Industry Financial Services
Experience
B+B Capital   December 2014 - Present
Lion Ventures   June 2013 - September 2014
Oppenheimer & Co. Inc.   June 2014 - August 2014
UBS   January 2013 - May 2013
Brody, Benard & Branch LLP   January 2011 - May 2011

Skills
Real Estate Transactions, Real Estate Development, Venture Financing, Microsoft Office, Investments, Financial Analysis, Microsoft Word, Research, Asset Dispositions

Education
Binghamton University   2012 — 2014
Bachelor of Science, Management, Financial Engineering

New York Institute of Technology-Old Westbury   2010 — 2012

Anoop T Veettil Anoop T Veettil Charlotte, North Carolina Area Details
Anoop T Veettil's UBS Experience September 2008 - May 2010
Job Application Systems Architect at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  June 2015 - Present
Estee Lauder Group of Companies  June 2011 - June 2015
ING Financial Services  May 2010 - June 2011
UBS   September 2008 - May 2010
AIG Investments  August 2007 - September 2008
UBS Wealth Management  May 2006 - August 2007
JPMorgan Chase  September 2004 - May 2006
First American Corporation (ZapApp)   April 2003 - September 2004
CSC  November 2001 - March 2003
Bharat Electronics  May 2000 - October 2001

Skills
Data Warehousing, Oracle, SDLC, Business Intelligence, Requirements Analysis, Software Project..., Agile Methodologies, Business Analysis, Data Modeling, Databases, SQL, Unix, Performance Tuning, ETL, PL/SQL

Education
Bharathiar University   1996 — 1999
MCA, Masters In Computer Science

sajan babu sajan babu Bergenfield, New Jersey Details
sajan babu's UBS Experience August 2014 - Present
Job SQL Server Database Engineer at UBS
Industry Financial Services
Experience
UBS   August 2014 - Present
JPMorgan Chase & Co.   May 2012 - December 2013
IBM  February 2012 - May 2012
Ogilvy & Mather  November 2009 - December 2011
Client: University of Pittsburgh Medical Center   September 2008 - September 2009
Lehman Brothers  December 2007 - September 2008

Skills
Microsoft SQL Server, Database Administration, Databases, Disaster Recovery, Datacenter Migration, Database upgrades, Production Support, SQL server..., High Availability..., AlwaysON, High Availability..., Performance Tuning, ETL, Windows Server, Replication, Database Design, Security, Oracle, System Administration, Data Migration

Education
Bharathidasan University   2001 — 2004
Master of Computer Applications (M.C.A.), Computer Science

Mahathma Gandhi University   1999 — 2003
Bachelor's Degree, Bachelors in mathematics

Sandeep Mehta Sandeep Mehta Charlotte, North Carolina Details
Sandeep Mehta's UBS Experience June 2012 - July 2014
Job Executive Vice President, Technology at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  December 2014 - Present
Blue Coat Systems  2013 - 2015
Wells Fargo  August 2014 - November 2014
UBS   June 2012 - July 2014
UBS   2010 - 2012
Goldman Sachs  2000 - 2010
Deutsche Bank  1997 - 2000
Lehman Brothers  1994 - 1997
NYNEX Science & Technology  1991 - 1994
Philips Laboratories   1987 - 1991

Education
Rochester Institute of Technology   1985 — 1987
MS, Computer Science

Birla Institute of Technology and Science, Pilani   1981 — 1985
M.Sc., Physics

Jason C. Stearns, CRM, IGP Jason C. Stearns, CRM, IGP Greater New York City Area Details
Jason C. Stearns, CRM, IGP's UBS Experience January 2013 - August 2014
Job Information Governance Subject Matter Expert
Industry Financial Services
Experience
BlackRock  September 2014 - Present
UBS   January 2013 - August 2014
New York Life Insurance Company  March 2009 - December 2012
New York Life Insurance  March 2006 - March 2009
Forrest Solutions  November 2003 - March 2006
Forrest Solutions  April 2003 - October 2003
Forrest Solutions  July 2002 - April 2003
Practising Law Institute  July 1999 - May 2002
Practising Law Institute  October 1997 - June 1999
Wegmans Food Markets  April 1988 - July 1997

Skills
Records Management, Business Analysis, CRM, Training, Management, Risk Management, Project Management, Information Management, Leadership, Document Management, Strategy, Records, Outsourcing, Policy, Process Improvement, Vendor Management, Strategic Planning, Business Process..., Customer Service, Litigation Support, Microsoft Office, Knowledge Management, Information Governance, Document Imaging, Analysis, Business Development, Change Management, Contract Negotiation, Research, Team Leadership, Public Speaking, Business Process, IT Strategy, Consulting, Team Building, Software Documentation, SDLC, Presentations, Financial Services, SharePoint, Mentoring

Education
University of Oregon   2008 — 2010
MS, IS: Applied Information Management

State University of New York at Binghamton   1990 — 1996
BS, English

Lidice Henriquez Lidice Henriquez Greater New York City Area Details
Lidice Henriquez's UBS Experience January 2007 - February 2009
Job AVP Senior Compliance Officer at JPMORGAN Chase
Industry Banking
Experience
JPMorgan Chase  August 2013 - Present
AH Lisanti Capital Growth   May 2010 - August 2013
UBS   January 2007 - February 2009

Skills
AML, KYC, Securities, Portfolio Management, Investment Banking, Sanction

Education
State University of New York at Binghamton
Bachelor of Arts (BA)

Stuyvesant High School   1986 — 1989

Ivan M. Yeung Ivan M. Yeung Greater New York City Area Details
Ivan M. Yeung's UBS Experience November 2013 - April 2014
Job Advisory Account Support Associate Northeast Practice at EY
Industry Financial Services
Experience
EY  August 2015 - Present
East Coast Asian American Student Union (ECAASU)   June 2012 - Present
Morgan Stanley  April 2015 - August 2015
Morgan Stanley  April 2014 - April 2015
UBS   November 2013 - April 2014
Options Group  September 2012 - June 2013
Plough Penny Partners   June 2012 - August 2012
Binghamton University Residential Life  August 2011 - May 2012
Binghamton University Admissions Office   January 2011 - May 2012
RepNation  October 2011 - December 2011

Skills
Research, Microsoft Office, PowerPoint, Capital IQ, Microsoft Excel, Bloomberg, Analysis, Social Media, Communication, Philanthropy, Event Planning, Budget, Leadership, Budgets, Human Resources, Marketing, Community Outreach, Public Speaking, Nonprofits

Education
State University of New York at Binghamton   2008 — 2012
BS, Financial Economics

Milton Academy   2004 — 2008
High School

Christopher Herterick Christopher Herterick Greater New York City Area Details
Christopher Herterick's UBS Experience May 2010 - September 2010
Job Tutor at SelfEmployed
Industry Financial Services
Experience
Self-Employed  June 2012 - Present
Morgan Stanley Smith Barney  2011 - 2012
UBS   May 2010 - September 2010
Rosenthal Global Securities   May 2009 - August 2009

Skills
Microsoft Excel, Microsoft Office, SAS, Financial Analysis, Financial Operations, Financial Reporting, Applied Probability, Academic Tutoring, Tutoring, Customer Service

Education
Binghamton University   2006 — 2010
Bachelor of Science (B.S.), Economics

Seton Hall Preparatory School   2002 — 2006
High School

Li Kung Li Kung Stamford, Connecticut Details
Li Kung's UBS Experience September 2011 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS   September 2011 - Present
PricewaterhouseCoopers  September 2005 - September 2011
PricewaterhouseCoopers  July 2000 - August 2005
PricewaterhouseCoopers  August 1999 - June 2000

Skills
Business Process...

Education
Binghamton University - School of Management   1995 — 1999
B.S., Management Information Systems and Finance

Lawrence Lai, CPA Lawrence Lai, CPA Greater New York City Area Details
Lawrence Lai, CPA's UBS Experience January 2011 - April 2011
Job
Industry Accounting
Experience
EY  October 2011 - December 2014
UBS   January 2011 - April 2011
Binghamton University  January 2009 - May 2009

Skills
CPA, Work Ethic, Quantitative Research, Financial Statement..., Financial Modeling, Financial Projection, Financial Forecasting, Due Diligence, Engagement Management, Team Management, Budget Monitoring, Billing Process, Content Management, Tax Compliance, EDGAR, CorpTax, HFM, GoSystems

Education
State University of New York at Binghamton   2007 — 2011
Bachelor of Science, Accounting and Finance, Major GPA: 3.982/4.000; Cumulative GPA: 3.969/4.000

Matthew Jacob, CFA Matthew Jacob, CFA Greater New York City Area Details
Matthew Jacob, CFA's UBS Experience 2000 - 2005
Job Equity Analyst at ITG Investment Research
Industry Capital Markets
Experience
Investment Technology Group, Inc. (formerly Majestic Research)   May 2005 - Present
UBS   2000 - 2005
Prudential Securities  September 1996 - July 2000

Skills
Equities, Series 7, Investments, Hedge Funds, Equity Research, Leisure, Asset Managment, Financial Modeling, Video Games, Portfolio Management, Valuation, Bloomberg, Fixed Income, Capital Markets

Education
Binghamton University   1992 — 1996
BA, Economics

Joon Ku Kang Joon Ku Kang Waltham, Massachusetts Details
Joon Ku Kang's UBS Experience May 2014 - July 2014
Job Student at Bentley University
Industry Financial Services
Experience
Bentley University  September 2009 - Present
UBS   May 2014 - July 2014
Republic of Korea Army, Assault Reconnaissance   October 2010 - July 2012
LG Display  August 2010 - August 2010

Skills
Microsoft Office, Microsoft Excel, Military Experience, English, Military Operations, Communication, Management

Education
Bentley University   2009 — 2015
Bachelor of Science (BS), Finance, General

Yunas Reguero Yunas Reguero Chicago, Illinois Details
Yunas Reguero's UBS Experience June 2012 - August 2012
Job Management Consulting Analyst at Accenture
Industry Management Consulting
Experience
Accenture  June 2014 - Present
Management Leadership for Tomorrow  August 2012 - December 2013
Wells Fargo  May 2013 - August 2013
UBS   June 2012 - August 2012

Skills
Management Consulting, Strategic Sourcing, Sourcing and Procurement, Supply Chain Operations, Market Analysis, Oil Field Services, International Logistics, Valuation, Equity Research, Real Estate, Commercial Real Estate..., Process Modeling, Process Optimization, Commercial Real Estate

Education
Bentley University   2010 — 2014
Bachelor's of Science, Economics and Finance; Minor in Politics - cum laude

ESADE Business School   2012 — 2012
Exchange Program, Finance and Entrepreneurship

Michael Mazya, CFA Michael Mazya, CFA New York, New York Details
Michael Mazya, CFA's UBS Experience February 2011 - February 2013
Job at
Industry Financial Services
Experience
Goldman Sachs  January 2015 - Present
Goldman Sachs  February 2013 - January 2015
UBS   February 2011 - February 2013
UBS   May 2009 - February 2011
UBS   June 2008 - August 2008
REIM-SMT with Coldwell Banker Europe   July 2007 - August 2007

Skills
Portfolio Management, Fixed Income, Financial Analysis, Strategic Financial..., Equities, Asset Managment, Retirement Planning, Series 63, Series 7, Series 65, Insurance

Education
Binghamton University   2005 — 2009
BS, Financial economics, minor in history

Tech

Kelly Pfingst Kelly Pfingst Greater New York City Area Details
Kelly Pfingst's UBS Experience June 2010 - August 2010
Job Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  August 2013 - July 2015
Credit Suisse  July 2012 - August 2013
Goldman Sachs  June 2011 - August 2011
UBS   June 2010 - August 2010

Skills
Investment Banking, Microsoft Excel, Alternative Investments, Financial Analysis, Microsoft Office, Financial Modeling, Microsoft Word, Valuation

Education
State University of New York at Binghamton   2009 — 2012
Bachelor of Science (BS), Management with Concentration in Financial Engineering

Andrew Tse Andrew Tse Syosset, New York Details
Andrew Tse's UBS Experience June 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
UBS   June 2014 - Present
J.P. Morgan   May 2005 - May 2014

Education
Binghamton University - School of Management   1992 — 1996
Bachelor's degree, Accounting

Frank Ulip Frank Ulip Boston, Massachusetts Details
Frank Ulip's UBS Experience January 2013 - May 2013
Job Technology Research Associate
Industry Financial Services
Experience
Fenox Venture Capital  June 2013 - August 2013
UBS   January 2013 - May 2013

Education
Binghamton University
Bachelor of Science (BS), Financial Economics

Binghamton University
Bachelor of Science (BS), Accounting

Mark Perunovich Mark Perunovich Greater Minneapolis-St. Paul Area Details
Mark Perunovich's UBS Experience March 2002 - June 2009
Job VP Marketing at Gradient Financial Group
Industry Financial Services
Experience
Gradient Home Mortgage  November 2011 - Present
Wells Fargo Advisors  June 2009 - November 2011
UBS   March 2002 - June 2009

Skills
Series 7, Investments, Series 63, Marketing, Retirement Planning, Retirement, Wealth Management, Loan Origination, Mortgage Lending, Uniform Combined State..., Banking, Strategic Financial..., Sales, Sales Management, Financial Analysis, Fixed Annuities, Strategic Planning, Financial Services, Insurance, Marketing Strategy, Asset Management, Mutual Funds, Financial Advisory, Asset Allocation, Financial Planning

Education
Bethel University
Business Marketing

Gregory McFadden Gregory McFadden Greater Boston Area Details
Gregory McFadden's UBS Experience February 2009 - May 2009
Job Hedge Fund Transfer Agency Specialist at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  September 2011 - Present
Brown Brothers Harriman  September 2010 - September 2011
UBS   February 2009 - May 2009

Education
Northeastern University   2013 — 2015
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law

Bentley University   2006 — 2010
BS, Economics-Finance

Lorenzo de'Medici Institute   2008 — 2008

Catherine Nunez Catherine Nunez Greater New York City Area Details
Catherine Nunez's UBS Experience April 2013 - Present
Job Human Resources Specialist at UBS
Industry Health, Wellness and Fitness
Experience
UBS   April 2013 - Present

Skills
Microsoft Excel, Educational Technology, Microsoft Office, PowerPoint, Social Media, Teaching, Onboarding, Customer Service, Human Resources, Event Planning, Management, Microsoft Word, Outlook

Education
State University of New York at Binghamton   2006 — 2010
Bachelor of Science degree, Accounting

Aquinas High School   2002 — 2006
Advanced Regents Diploma, 2006

Robert S Edmunds CFP®, CRPC®, ADPA® Robert S Edmunds CFP®, CRPC®, ADPA® Greater Boston Area Details
Robert S Edmunds CFP®, CRPC®, ADPA®'s UBS Experience September 2011 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS   September 2011 - Present
Merrill Lynch  July 2005 - October 2011
Morgan Stanley  August 2002 - July 2004

Education
Bentley University   2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General

Wilbraham and Monson Academy   1997 — 2001
Operations Research

Emily Yoo Emily Yoo East Northport, New York Details
Emily Yoo's UBS Experience July 2014 - August 2014
Job Student at Binghamton University
Industry Investment Management
Experience
Student Treasurer   September 2012 - June 2015
UBS   July 2014 - August 2014
Art League Of Long Island  June 2014 - August 2014

Skills
Organization Skills, Teamwork, CPR Certified

Education
Binghamton University   2015 — 2019
Business Administration and Management

Northport High School   2011 — 2015
IB Diploma, Business Administration and Management, General, 4.0

Meredith Messina Meredith Messina Greater New York City Area Details
Meredith Messina's UBS Experience June 2006 - September 2009
Job Managing Associate at Commonfund
Industry Financial Services
Experience
Commonfund  January 2011 - Present
JAOTech   December 2009 - January 2011
UBS   June 2006 - September 2009

Skills
Series 7, Series 63, Financial Services

Education
Bentley University   2002 — 2006
BS, Finance

Mishell Molina Mishell Molina Wood Ridge, New Jersey Details
Mishell Molina's UBS Experience September 2015 - Present
Job Human Resources Advisory and Operations
Industry Human Resources
Experience
UBS   September 2015 - Present
TD  August 2011 - September 2015
BJ's Wholesale Club  March 2008 - August 2011

Skills
Banking, Retail Banking, Cross Selling, Deposits, Branch Banking, Cash Management, Customer Service, Internet Banking, Microsoft Excel, KYC, Branch Management, Supervisory Skills, Recruiting, Scheduling, Employee Training, Staff Development, People-oriented

Education
Berkeley College   2010 — 2013
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General

Lisa Robb Lisa Robb Greater Denver Area Details
Lisa Robb's UBS Experience January 1998 - January 2004
Job Regional Executive at Charles Schwab
Industry Financial Services
Experience
Autism Society of Colorado  April 2015 - Present
Confidential  December 2014 - Present
Charles Schwab Wealth Management   May 2013 - December 2014
Bank of America  January 2009 - May 2013
Easter Seals Bay Area  2007 - 2013
2006 - 2008Wachovia Securities   May 2006 - August 2008
2004 - 2006Zions Bancorporation / Contango Capital Advisors   January 2004 - July 2006
UBS   January 1998 - January 2004

Skills
Leadership, Banking, Financial Services, Wealth Management, Business Development, Recruiting, Finance, Talent Management, Team Building, Investments, CRM, Strategy, Training, Coaching, Talent Acquisition, Mentoring, Start-up Ventures, Asset Management, Series 7, Credit, Series 7,9,10,65, Wealth Management..., Sales Management, Mergers, Fund Raising, Board of Directors, Marketing, Sales, Management, Lead Generation, Sourcing

Education
Boston University
Graduate coursework, Clinical Psychology and Speech Pathology

Harvard University
Graduate coursework, Clinical Psychology

State University of New York at Binghamton
Bachelor of Arts, Psychology

Jean Paul Francois, MBA Jean Paul Francois, MBA Greater New York City Area Details
Jean Paul Francois, MBA's UBS Experience January 2012 - April 2012
Job Data Analyst
Industry Financial Services
Experience
Douglas Elliman Real Estate  February 2015 - Present
(USTA) United States Tennis Association   June 2015 - Present
Calvary Portfolio Services, LLC   July 2012 - April 2015
UBS   January 2012 - April 2012
UBS Financial Services  January 2012 - April 2012
Berkeley College  December 2010 - January 2012

Skills
Customer Service, Finance, Microsoft Office, Sales, Analysis, PowerPoint, Microsoft Excel, Time Management, Access, Leadership, Research, Microsoft Word, Teamwork, Strategic Planning, Management, Accounting, Insurance, Outlook, Training, Public Speaking, Data Entry, Social Media, Event Planning, Team Leadership, Event Management, Community Outreach, Portfolio Management, MS Word, Excel, Fundraising, Retail, Telephone Skills, MS Excel Pivot Tables, Vlookup, Financial Modeling, Social Networking, Financial Services, Financial Analysis, Budgets, Team Building

Education
Investment Banking Institute   2015 — 2015
Certificate, Financial Modeling and Valuation

Mercy College   2013 — 2014
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law

Berkeley College   2009 — 2012
Bachelor's Degree, Financial Services, Cum Laude

University of Connecticut

Chanakya Bhardwaj Chanakya Bhardwaj Greater New York City Area Details
Chanakya Bhardwaj's UBS Experience July 2010 - 2012
Job Senior Program Manager at VMware
Industry Information Technology and Services
Experience
VMware  September 2015 - Present
UBS Wealth Management  January 2014 - Present
CIT  March 2013 - December 2013
UBS   July 2010 - 2012
DOS Imaging  2009 - 2010
TD Bank  2008 - 2009
3E Consulting Inc.   February 2008 - May 2008
Prospecta Software   2008 - 2008
Charles Schwab Co   1999 - 2008

Skills
IT Strategy, PMO, PMP, ITIL, IT Risk Management, Change Management, IT Transformation, Program Management, Project Management, Enterprise Architecture, Enterprise Content..., Enterprise Storage, Service Delivery, Document Management, IT Service Management, VMware, ERP, CRM, Global Delivery, Infrastructure, Business Process..., IT Operations, Investment Banking, IT Outsourcing, Data Center, Business Analysis, Enterprise Software, Vendor Management, Cloud Computing, Virtualization, Process Improvement, Strategy, SDLC, Management, Consulting, Leadership, Requirements Analysis

Education
Florida Atlantic University   2007 — 2007
PMP, Information Technology Project Management

Fairleigh Dickinson University   1996 — 1998
MBA, Finance/ Masters in Information Systems

Bharati Vidyapeeth   1991 — 1995
B.E Industrial Electronics, Electrical and Electronics

Ria Martin Ria Martin New York, New York Details
Ria Martin's UBS Experience March 1999 - September 2005
Job Sr. Accountant at New York Road Runners
Industry Nonprofit Organization Management
Experience
New York Road Runners  July 2013 - Present
Common Ground Community  September 2005 - July 2013
UBS   March 1999 - September 2005

Skills
Account Reconciliation, Bank Reconciliation, Accounting, Payroll, Balance Sheet, Depreciation, Cash, Financial Reporting, Financial Accounting, Cash Receipts

Education
University of Phoenix   2012 — 2014
Master's Degree, Accounting

Berkeley College   2007 — 2010
Bachelor's Degree, Business Administration, Accounting

Ian Lawrence Ian Lawrence Greater New York City Area Details
Ian Lawrence's UBS Experience January 2011 - May 2011
Job Activant Capital Group
Industry Venture Capital & Private Equity
Experience
Activant Capital Group   January 2015 - Present
BlackRock  2012 - 2014
BlackRock  May 2011 - August 2011
UBS   January 2011 - May 2011
Huntsman Gay Global Capital  July 2009 - August 2009

Education
State University of New York at Binghamton   2008 — 2012
BS, Financial Engineering

Pelin Cebi Pelin Cebi Greater New York City Area Details
Pelin Cebi's UBS Experience February 2008 - November 2010
Job Training & Learning & Development and Talent Management AXA US
Industry Financial Services
Experience
AXA US  July 2013 - Present
UBS Investment Bank  September 2012 - July 2013
UBS Wealth Management  November 2010 - August 2012
UBS   February 2008 - November 2010
Special Olympics New York  September 2006 - January 2008
MCI Turkiye   January 2004 - May 2006

Skills
Program Management, Training, Vendor Management, Management, Project Management, Strategic Planning, Event Planning, Human Resources, Strategy, Corporate Events, Relationship Management, Marketing, Project Planning, CRM, Fundraising, Leadership Development, Coaching, Change Management, Organizational..., Public Relations, Budgets, Social Media, Team Building, Public Speaking, Team Management, Recruiting, Performance Management, Talent Management, Contract Negotiation, Contract Negotiations, Organizational Structure, Marketing Strategy, Marketing Communications, Corporate Communications, Curriculum design and..., Training Needs..., Classroom and..., Training Program Metrics, Myers-Briggs Certified, Event Management, Analysis, Employee Training, Leadership, Training & Development, Team Leadership, Process Improvement

Education
Montclair State University   2003 — 2006
Bachelor of Arts (B.A.), Communications and Marketing

Bilkent Üniversitesi   1998 — 2002
Bachelor's degree, English Language and Literature, General

Bill Clarke Bill Clarke Tampa, Florida Details
Bill Clarke's UBS Experience 2005 - 2007
Job Chief Financial Officer at Valet Waste, LLC (a New Mountain Capital company)
Industry Consumer Services
Experience
Valet Waste, LLC (a New Mountain Capital company)   July 2011 - Present
Apptis, Inc. (a New Mountain Capital company)   February 2007 - July 2011
UBS   2005 - 2007
CIBC World Markets  1994 - 1997

Education
State University of New York at Binghamton   2000 — 2002
M.B.A., Finance

State University of New York at Buffalo - School of Management   1997 — 2000
B.S.B.A., Finance

Jake Villas Jake Villas Greater Minneapolis-St. Paul Area Details
Jake Villas's UBS Experience September 2011 - December 2011
Job Senior Consultant Growth Strategies at Baker Tilly Virchow Krause, LLP
Industry Management Consulting
Experience
Baker Tilly Virchow Krause, LLP  July 2015 - Present
Baker Tilly Virchow Krause, LLP  August 2013 - July 2015
Bethel Business and Economics Association  May 2011 - May 2013
Ernst & Young  June 2012 - August 2012
UBS   September 2011 - December 2011
West Side Perk   June 2011 - August 2011
The Fortis Academy   2008 - August 2011
First Class Services, LLC   May 2000 - August 2011
StrategicSource Inc  2009 - 2009

Skills
Corporate Finance, Financial Analysis, Financial Modeling, Leadership, Investments, Organizational..., Strategic Marketing..., Public Speaking, Sales, Entrepreneurship, Finance, Start-ups, Management, Marketing, Market Research, Analysis, Training

Education
Bethel University
B.S. Accounting and Finance, Minor Economics

Cass Business School
Economics and Finance

Jerusalem University College
History, Religion, Geography

Scott Appelman Scott Appelman Greater New York City Area Details
Scott Appelman's UBS Experience December 2014 - January 2015
Job Accounting Student Pursuing a CPA and Career in Tax Accounting
Industry Accounting
Experience
Deloitte  September 2015 - Present
Goldman Sachs  May 2015 - August 2015
UBS   December 2014 - January 2015
UBS   May 2014 - August 2014
Binghamton University  August 2013 - May 2014
EY  September 2013 - December 2013

Skills
PowerPoint, Residence Life, Higher Education, Student Leadership, Student Affairs, Student Development, Microsoft Word, Teaching, Microsoft Excel, Leadership, Data Analysis, Bloomberg Terminal, Morningstar

Education
Binghamton University - School of Management   2015 — 2017
Master of Science, Accounting

Binghamton University - School of Management   2012 — 2016
Bachelor of Science in Accounting, Secondary Concentrations in Finance and MIS, 3.83/4.00

Leon M. Goldstein High School for the Sciences   2008 — 2012

Doreen DeCosmis Doreen DeCosmis Miami, Florida Details
Doreen DeCosmis's UBS Experience December 1999 - May 2000
Job Brand Coordinator, Swatch US
Industry Retail
Experience
Swatch US  April 2014 - Present
The Children's Place  April 2013 - January 2014
Coach  February 2012 - September 2012
VIVO Fitness, LLC   October 2010 - July 2012
MSNBC.com, NBC Universal   October 2006 - January 2009
MSNBC, NBC Universal  January 2001 - October 2006
EMCO Sales & Service   June 2000 - November 2001
UBS   December 1999 - May 2000
GZA Environmental, Inc   March 1996 - December 1999

Skills
Writing, Communication Skills, Organization &..., efficient, office and employee..., Photoshop, Accounts Payable, Mac OS X, Mac, Typing, Calendars, Answering Phones, Meeting Planning, Written & Oral..., Presentations, Graphic Design, Meeting Scheduling, Administrative..., Executive..., General Administrative..., OS X, Budgets, Marketing, Invoicing, Microsoft Word, PowerPoint, Cognos, Concur, Xcel, Travel Arrangements, Heavy Calendaring, Coordinate Meetings, Human Resources, Personal Training, Telephone Skills, Sales, Onboarding, Editing, Spreadsheets, Adobe Acrobat, Retail, Training, Fashion, Troubleshooting, Microsoft Office, Teamwork, New Hire Orientations, Account Reconciliation, Apparel, Fit

Education
Bergen Community College   1991 — 1992
Business Administration and Management, General

Weehawken High School   1987 — 1991
High School Diploma

William Connor Galway William Connor Galway Smithtown, New York Details
William Connor Galway's UBS Experience August 2015 - Present
Job Fixed Income/Equity Support Analyst at UBS
Industry Financial Services
Experience
UBS   August 2015 - Present
New York Public Interest Research Group (NYPIRG)   May 2013 - August 2014
New York Public Interest Research Group (NYPIRG)   June 2012 - August 2012
Jones Little & Co., CPA's   June 2010 - August 2010

Skills
Fundraising, Management, Customer Service, Microsoft Office, Leadership, Project Management, Sales, Team Leadership, Marketing, Budgets, Team Building, Event Planning, Time Management

Education
Binghamton University   2013 — 2015
Bachelor's degree, Economics

State University of New York College at Oneonta   2011 — 2013
Business Economics

Masiar Tayebi Masiar Tayebi Greater Chicago Area Details
Masiar Tayebi's UBS Experience 2007 - May 2014
Job Acting Head Corporate Strategy & Business Development at Whirlpool Corporation
Industry Financial Services
Experience
Whirlpool Corporation  May 2014 - Present
UBS   2007 - May 2014
PwC Consulting (Formerly BearingPoint)   October 2003 - August 2007
Salience  2002 - 2003
Andersen Business Consulting  2001 - 2002

Skills
Management Consulting, Change Management, Business Transformation, Strategic Planning, Financial Modeling, Business Analysis, Program Management, Business Strategy, CRM, Process Improvement, Asset Management, Management, Outsourcing, Consulting, Finance, Financial Services, Investments, Mergers, Mergers & Acquisitions

Education
The University of Chicago - Booth School of Business   2008 — 2013
MBA, Finance, Economics, Strategic Management and Entrepreneurship

Bentley University   1997 — 2001
BS, Economics and Finance

Jayant Mistry Jayant Mistry New York, New York Details
Jayant Mistry's UBS Experience January 2011 - May 2011
Job Capital Markets at Synchrony Financial (GE Capital)
Industry Capital Markets
Experience
Synchrony Financial  February 2014 - Present
GE Capital  January 2012 - January 2014
UBS   January 2011 - May 2011
CSC  June 2010 - December 2010

Education
Binghamton University - School of Management   2007 — 2011
Bachelor of Science (B.S.), Quantitative Finance

Francesco Borruso Francesco Borruso Greater New York City Area Details
Francesco Borruso's UBS Experience May 2012 - September 2012
Job Senior Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  October 2012 - Present
UBS   May 2012 - September 2012
Marc Ecko Enterprises  June 2011 - September 2012

Skills
Financial Analysis, Loans, Microsoft Excel, PowerPoint, Analysis

Education
Binghamton University   2008 — 2011
Bachelor of Arts (B.A.), Political Science and Government

Farmingdale State University of New York   2007 — 2008
Bachelor of Science (BS), Business Management

Jill Westerman Jill Westerman Greater Philadelphia Area Details
Jill Westerman's UBS Experience March 2014 - March 2015
Job Due Diligence Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   June 2015 - Present
UBS   March 2014 - March 2015
U.S Department of the Navy  September 2012 - February 2014
US Navy  June 2012 - September 2012
Current History   January 2012 - May 2012
Boonton Main Street Inc.   June 2011 - August 2011

Skills
Program Management, PowerPoint, International Relations, Fundraising, Nonprofits, Government, Microsoft Word, Microsoft Office, Social Media

Education
St Mary's University College in partnership with the Mountbatten Institute (London Programme)   2014 — 2015
International Business

Saint Joseph's University   2008 — 2012
B.A, International Relations

University of Oxford   2013 — 2013
Economics

Lancaster University   2010 — 2011

Birkbeck, U. of London   2010 — 2011

Christine Lin Christine Lin New York, New York Details
Christine Lin's UBS Experience August 2011 - July 2014
Job Senior Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2014 - Present
UBS   August 2011 - July 2014
Perrin Holden & Davenport Capital   June 2010 - August 2010

Skills
SOA Course P/CAS Exam 1..., SOA Course FM/CAS Exam..., Fixed Income, Financial Analysis, Financial Modeling, Microsoft Excel, Equities, Project Management, Finance, Business Analysis, Analysis, Derivatives, Data Analysis, Corporate Finance, Banking, Management

Education
Binghamton University   2007 — 2011
Bachelor of Arts (B.A.) and Bachelor of Science (B.S.), Mathematical Science and Management, Concentration in Finance

Joe Goeglein Joe Goeglein Elkhart, Indiana Area Details
Joe Goeglein's UBS Experience December 2005 - January 2008
Job DBELO at Forest River Bus
Industry Marketing and Advertising
Experience
Forest River Bus   March 2012 - Present
Starcraft Bus   December 2008 - January 2009
UBS   December 2005 - January 2008
UPS  March 1986 - July 2004

Skills
Sales Management, Investments, Excel, Insurance, Transportation, Operations Management, Business Strategy, Strategic Planning, Customer Service, Purchasing, Problem Solving, New Business Development, Microsoft Excel, Team Building, Contract Negotiation, Sales, Leadership, Forecasting, Negotiation, Inventory Management, Customer Satisfaction, Account Management, Business Development, Coaching, Cross-functional Team..., Logistics, Management, Marketing, Marketing Strategy, Pricing, Process Improvement, Product Development, Project Planning, Sales Operations, Selling, Team Leadership, Training

Education
Bethel College   2003 — 2005
MBA, Business

Grace College & Seminary   2000 — 2001
BS, Management of Information Technology

Grace College & Seminary   1983 — 1987
BS, Business Administration

Michael Yarus Michael Yarus Pomona, New York Details
Michael Yarus's UBS Experience May 2008 - May 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  May 2012 - Present
UBS   May 2008 - May 2012
Morgan Stanley  December 2005 - May 2008

Skills
Retirement Planning, Finance, Wealth Management, Financial Advisory, Mutual Funds, Investments, Securities, Uniform Combined State..., Strategic Financial..., Asset Allocation

Education
State University of New York at Binghamton   1983 — 1985

Rockland Community College   1981 — 1983
Associate of Arts and Sciences (AAS), Business/Commerce, General

CYNTHIA BESSENT CYNTHIA BESSENT Wichita, Kansas Area Details
CYNTHIA BESSENT's UBS Experience September 1997 - Present
Job
Industry Financial Services
Experience
UBS   September 1997 - Present

Education
Bethel College-North Newton   1984 — 1988
Bachelor's degree, Elementary Education and Teaching

Juan Sanchez Jr Juan Sanchez Jr Greater New York City Area Details
Juan Sanchez Jr's UBS Experience February 2012 - June 2012
Job Payroll CSR at BDB Payroll Service
Industry Accounting
Experience
BDB Payroll Service   November 2012 - Present
The 451 Group  June 2012 - November 2012
UBS   February 2012 - June 2012
Paychex  August 2009 - February 2012
Best Buy  March 2008 - February 2012
Paychex  December 2008 - August 2009
Paychex  June 2007 - December 2008
Circuit City  September 2005 - June 2007

Skills
Payroll, ADP Payroll, HRIS, PeopleSoft, Garnishments, Time & Attendance, Payroll Taxes, Outlook, Financial Reporting, Microsoft Excel, Salesforce.com, Customer Service, Spreadsheets, Microsoft Word, Bank Reconciliation, Financial Analysis, QuickBooks, Compensation & Benefit, Process Improvement, PowerPoint, Data Analysis, Account Reconciliation, Cold Calling, Microsoft Office, Accounts Payable, Leadership, General Ledger, Analysis, Training, Team Building, Account Management, Journal Entries, Paychex, Accounting, Time Management

Education
Berkeley College   2005 — 2008
Associates of Applied Science Degree, Accounting

Fairleigh Dickinson University   2011 — 2011
Certificate, Human Resource Management

Christian Caccamise Christian Caccamise New York, New York Details
Christian Caccamise's UBS Experience 2012 - 2012
Job Technology Consultant at Ernst & Young
Industry Financial Services
Experience
EY  May 2015 - Present
Tallan  April 2013 - April 2015
UBS   2012 - 2012

Skills
SharePoint, Powershell, C#, Microsoft SQL Server, Reporting & Analysis, Business Intelligence, Databases, Java, HTML, CSS, SAS, SharePoint..., Visual Studio, Microsoft CRM, TFS, Windows Server, SSRS, SSIS, DWBI, Spotfire

Education
Binghamton University - School of Management   2008 — 2012
Bachelor of Science (B.S.), Finance, General

Genesee Community College   2012 — 2013
none, Computer Science, 3.9

Ralph Gonzalez Ralph Gonzalez Greater New York City Area Details
Ralph Gonzalez's UBS Experience September 2000 - July 2001
Job Professor at Metropolitan College of New York
Industry Law Enforcement
Experience
Metropolitan College of New York  January 2012 - Present
NYPD  July 2001 - Present
UBS   September 2000 - July 2001

Skills
Numerous DHS..., Emergency Management, Security Management, Law Enforcement, Counterterrorism, Research, Risk Assessment, Strategic Planning, Homeland Security, Microsoft Office, PowerPoint, Security, Writing, Teaching, Planning, Business Continuity, Word, Team Building, Spanish, Problem Solving, Criminal Justice, Risk Management, Mentoring, Program Management, Investigations, Government Liaison, Public Speaking, Project Planning, Public Safety, Private Investigations, Preparedness, Policy, Police, NIMS, Investigation, Government, Exercises, Enforcement, Emergency Services, Disaster Response, Crisis Management, Criminal Investigations, Business Continuity...

Education
Metropolitan College of New York   2009 — 2010
MPA, Emergency and Disaster Management

Binghamton University   1995 — 2000
BA, History and Philosophy

Bob McCann Bob McCann Greater New York City Area Details
Bob McCann's UBS Experience October 2009 - Present
Job President Americas and President Wealth Management Americas, UBS
Industry Financial Services
Experience
UBS   October 2009 - Present
Merrill Lynch  2005 - 2009
Merrill Lynch  2001 - 2003
Merrill Lynch  1999 - 2001
Merrill Lynch  1995 - 1998

Skills
Portfolio Management, Asset Management, Equities, Wealth Management, Investment Banking, CRM, Asset Allocation, Competitive Analysis, Financial Advisory, Trading, Investments, Series 7, Fixed Income, Alternative Investments, Hedge Funds, Securities, Capital Markets, Financial Modeling, Retirement Planning, Financial Services

Education
Texas Christian University - M.J. Neeley School of Business   1980 — 1982
MBA, Finance

Bethany College   1976 — 1980
BA, Economics

Erich Hartwig Erich Hartwig Greater Minneapolis-St. Paul Area Details
Erich Hartwig's UBS Experience February 2011 - May 2011
Job Investment Analyst at Envoi LLC
Industry Investment Management
Experience
Envoi LLC   June 2011 - Present
UBS   February 2011 - May 2011
Bethel University  August 2008 - May 2011
Hazeltine National Golf Club  June 2002 - September 2010

Skills
Leadership, Microsoft Excel, Management, Customer Service, Marketing, Social Media, Public Speaking, Investments, Financial Analysis, Research, Portfolio Management, Budgets, Analysis

Education
Bethel University   2008 — 2011
Bachelor of Arts, Economics and Finance

Joseph Guccione Joseph Guccione New York, New York Details
Joseph Guccione's UBS Experience October 2014 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS   October 2014 - Present
Morgan Stanley Smith Barney  May 2011 - October 2014
Oppenheimer & Co.   May 2009 - May 2011
Deutsche Bank Securities  December 2007 - April 2009
Baycrest Partners  July 2005 - December 2007

Skills
Series 7, Series 63, Series 65, Series 3, Series 9, Series 10, NY State Life and..., Securities

Education
Binghamton University   2001 — 2005
Bachelor of Arts (B.A.), Economics

New Rochelle High School

William Mattern William Mattern Orlando, Florida Details
William Mattern's UBS Experience June 2014 - August 2014
Job Business development Intern at YCF Group
Industry Import and Export
Experience
YCF Group LLC   May 2015 - Present
Brevard County Legal Aid   January 2015 - February 2015
UBS   June 2014 - August 2014
Rick Scott for Florida  May 2014 - August 2014
Rosen Shingle Creek  June 2013 - August 2013
Sleiman Enterprise   2012 - 2012

Skills
Microsoft Excel, PowerPoint, Teamwork, Public Speaking, Microsoft Office, Microsoft Word, Leadership, Social Media, Research, Factset, Outlook, Peachtree

Education
Bentley University   2013 — 2017

Lake Highland Preparatory School   1999 — 2013

Joshua Flax Joshua Flax Pikesville, Maryland Details
Joshua Flax's UBS Experience June 2012 - August 2012
Job Student at Franklin & Marshall College
Industry Financial Services
Experience
Morgan Stanley  June 2015 - Present
Morgan Stanley  June 2014 - August 2014
UBS   June 2012 - August 2012

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, English, Windows

Education
Franklin & Marshall College   2012 — 2015
Business, Organizations & Society

Birkbeck, U. of London   2013 — 2013
Business

Beth Tfiloh Dahan Community Day School   1995 — 2012

Bruno Antony Bruno Antony Greater New York City Area Details
Bruno Antony's UBS Experience January 2002 - Present
Job Associate Director at UBS
Industry Computer Software
Experience
UBS   January 2002 - Present
Share Logic Inc   2000 - 2001
US software   1999 - 2000

Skills
SQL Server, Oracle, Management, Microsoft SQL Server, Unix Shell Scripting, Perl, Sybase, Windows, Databases, Requirements Analysis

Education
The University of Connecticut School of Business   2010 — 2012
MBA(In Progress), Finance, IT and Health Care

Bharathiar University   1989 — 1995
MSc, Applied Electronics

Basheer Ahamed Jaffarullah Basheer Ahamed Jaffarullah Jersey City, New Jersey Details
Basheer Ahamed Jaffarullah's UBS Experience 2014 - Present
Job QA Lead at UBS
Industry Information Technology and Services
Experience
UBS   2014 - Present
Cognizant Technology Solutions  November 2006 - Present
Citi  January 2013 - March 2014
Kohl's Department Stores  September 2012 - December 2012
Kohl's Department Stores  April 2012 - August 2012
Kohl's Department Stores  June 2011 - March 2012
BNY Mellon  August 2010 - June 2011
BNY Mellon  April 2007 - July 2010
BNY Mellon  November 2006 - March 2007

Skills
Mainframe, COBOL, JCL, DB2, IDMS, Endeavor, OPCA, SPUFI, QMF, VSAM, TSO, ESPQ, REXX, MVS/ZOS, SAR, ICETOOL, Syncsort, Fileaid, PL/SQL, Platinum, C++, FTP, IVR, Change Management, Oracle, Expeditor, File Management, Test Management, System Testing, User Acceptance Testing, Manual Testing, Functional Testing, Software Quality..., SDLC, Test Planning, Requirements Gathering, Requirements Analysis, Test Strategy, Test Estimation, HP Quality Center, ALM, Defect Tracking, Quality Center, JIRA, Business Analysis, Quality Assurance, Agile Methodologies, Software Project..., Databases, Business Requirements

Education
Bharathidasan University   1997 — 2000
Master of Computer Applications (MCA), Computer Science, A

Bharathidasan University   1994 — 1997
Bachelor of Science (BS), Computer Science, A

Christ the king kumbakonam   1991 — 1994
Xth Grade, High School/Secondary Diplomas and Certificates

Christ the King School   1982 — 1992
xth, Academic

Anantha Gopalan Anantha Gopalan Greater New York City Area Details
Anantha Gopalan's UBS Experience July 2014 - Present
Job Technical Project Manager at UBS
Industry Financial Services
Experience
UBS   July 2014 - Present
UBS Investment Bank  April 2000 - Present
UBS   2000 - Present
UBS   March 2011 - July 2014
Asian Paints  September 1998 - April 2000

Skills
Agile, Spring, SQL, Hibernate, Business Analysis, Java, JSP, C++, C#, Product Management, Business Objects, Perl, Solaris, Red Hat Linux, Agile Methodologies, SDLC, Software Development..., Sybase, Team Leadership, Unix, Unix Shell Scripting, Oracle, Software Project..., Enterprise Architecture, Requirements Analysis, Shell Scripting, Trading Systems, Project Management

Education
Scrum.org   2011 — 2011
Professional Scrum Master 1

Bharathidasan University   1992 — 1998
BS, Mathematics

St Joseph College , Trichy   1992 — 1998
MS, Computer science

National Institute of Information Technology   1994 — 1995
Honours Diploma in systems management, Computer Science, A

E R Higher Secondary School   1985 — 1992
Computers

Toastmasters International
Organizational Leadership

Paul Lattarulo Paul Lattarulo Greater New York City Area Details
Paul Lattarulo's UBS Experience May 1998 - May 2003
Job
Industry Financial Services
Experience
RBC Capital Markets  April 2013 - Present
Open Systems Consultant at RBC   October 2012 - April 2013
MF Global  May 2011 - March 2012
RBC Capital Markets  December 2008 - May 2011
Natixis Capital Markets  April 2005 - December 2008
Bear, Stearns & Co. Inc.   July 2003 - April 2005
Merrill Lynch  May 2003 - July 2003
UBS   May 1998 - May 2003

Skills
Equities, Fixed Income, Equity Derivatives, Derivatives, Sophis, Capital Markets, Bloomberg, Hedge Funds, FX Options, Investment Banking, Options, Credit Derivatives, Structured Products, Bonds, Securities, Trading Systems, Financial Markets, Finance, Alternative Investments, Commodity, Securities Lending, Product Control, Swaps, Middle Office

Education
Bentley University   1992 — 1996
BS, Accounting

Nagesh S Nagesh S Greater New York City Area Details
Nagesh S's UBS Experience September 2007 - August 2008
Job VP
Industry Information Technology and Services
Experience
Knight Capital Group  August 2008 - Present
Knight Capital Group  2008 - 2010
UBS   September 2007 - August 2008
Goldman Sachs  January 2007 - September 2007
Cognizant Tech Soln   May 2006 - September 2006
Cognizant Tech Soln   July 2004 - March 2006
Wipro Technologies  June 2002 - July 2004
Wipro Technologies  September 2001 - June 2002
Wipro Technologies  April 2001 - September 2001
Wipro Technologies  November 2000 - February 2001

Education
Bharati Vidyapeeth   1995 — 1999
B.E., Computers

Felix Shipkevich Felix Shipkevich New York, New York Details
Felix Shipkevich's UBS Experience 2000 - 2000
Job Principal at Shipkevich PLLC
Industry Law Practice
Experience
Shipkevich PLLC  January 2011 - Present
Capital Market Services (CMS Forex)   July 2006 - December 2010
Morrison Mahoney   February 2005 - July 2006
American International Group  September 2003 - February 2005
UBS   2000 - 2000

Skills
Derivatives, Banking, Corporate Law, Corporate Real Estate, Litigation, Insurance, Forex, Futures, Broker-Dealer, Corporate Leasing, Intellectual Property..., Cross-Border Insolvency, Domestic Insolvency, Complex Insurance and..., Securities, Mergers & Acquisitions, Hedge Funds, Legal Writing, Arbitration, Negotiation, Mediation, Trading, Mergers, Commodity, Foreign Exchange, Bankruptcy, Product Liability, Appeals, Trials, Finance, Courts, Intellectual Property..., Securities Regulation, Intellectual Property, Joint Ventures, Financial Risk, Prime Brokerage, Electronic Trading, International Law, Licensing, Corporate Governance, Legal Compliance, Legal Research, Securities Litigation, Insurance Law, Litigation Management, Dodd-Frank, Financial Regulation

Education
Maurice A. Deane School of Law at Hofstra University   2000 — 2003
JD, Law; Corporate Law; International Law

Binghamton University   1996 — 2000
BA, Economics; Political Science

Rebecca Hirst Rebecca Hirst Long Island City, New York Details
Rebecca Hirst's UBS Experience July 2009 - April 2010
Job Vice President, Valuation Review Group at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley  July 2014 - Present
Morgan Stanley  July 2012 - Present
Deutsche Bank  July 2010 - July 2012
HSBC  April 2010 - June 2010
UBS   July 2009 - April 2010
UBS   October 2006 - July 2009
Citigroup  June 2005 - October 2006

Skills
Business Analysis, Exotic Derivatives, International Project..., Bloomberg, Rates, IPV, Visio, Technical Analysis, Microsoft Office 2007, MS Project, Project Documentation, Sparx Enterprise..., Reuters, Derivatives, Project Management, Project Planning, Presenting to Senior..., Equity Derivatives, Equities, Middle Office

Education
Birkbeck, University of London   2009 — 2010
Graduate Certificate in Statistics, Statistics

BPP   2006 — 2008
ACMA, Chartered Management Accountancy

The University of Manchester   2002 — 2005
BA(Econ), Accounting and Finance

Mitchell Sameroff Mitchell Sameroff Greater New York City Area Details
Mitchell Sameroff's UBS Experience December 2002 - July 2005
Job Head of IT Resiliency at Guardian Life Insurance Company of America
Industry Insurance
Experience
Guardian Life Insurance Company of America  March 2007 - Present
JPMorgan Chase  July 2005 - March 2007
UBS   December 2002 - July 2005
Eagle Rock Alliance  March 1999 - October 2002
CIBC World Markets  August 1998 - March 1999
Chemical Bank / Chase Manhattan Bank   February 1988 - August 1998

Skills
Disaster Recovery, Business Continuity, Business & IT Resiliency, Incident and Crisis..., Pandemic Preparedness, Project Management, IT Risk Management, Resiliency, Crisis Management, Incident, Pandemic Planning, Financial Services, Vendor Management, Data Center, CISSP, Enterprise Risk..., Business Continuity..., Program Management, SDLC, Risk Management, Business Resilience, IT Strategy, IT Operations, PMO, Information Technology, Security, IT Management, Information Security, Information Security..., Enterprise Architecture, Governance,, IT Audit, Process Improvement, Infrastructure, Governance, Incident Management, Project Portfolio...

Education
State University of New York at Binghamton   1971 — 1973
Bachelor of Arts (BA), Sociology / Economics

Ohio University   1969 — 1971

Jorgan von Stiening Jorgan von Stiening Miami, Florida Details
Jorgan von Stiening's UBS Experience June 2005 - September 2005
Job Manager Real Estate & Hospitality Advisory Transaction Advisory Services Ernst & Young
Industry Real Estate
Experience
Ernst & Young - Transaction Real Estate   2010 - Present
Ernst & Young  2007 - 2010
UBS   June 2005 - September 2005
Blue Hill at Stone Barns  January 2005 - September 2005

Skills
Due Diligence, Valuation, Accounting, Real Estate Transactions, Real Estate Financing, Underwriting, Acquisitions, Financial Analysis, Spanish, Brand Loyalty, Hospitality, Real Estate Investment..., Hotels, Operations Management, Process Improvement, Sarbanes-Oxley, Sales, Team Management, Loyalty Programs, Financial Modeling, Mergers, Business Development, Analysis, Real Estate, Hospitality Industry, Tourism, Investment Properties, Strategy, Real Estate Development, Hospitality Management, Revenue Analysis, Real Estate Economics, CPA, Forecasting, Finance

Education
Binghamton University - School of Management   2002 — 2006
Bachelor of Science (BS), Accounting

Jazz Skair Jazz Skair Greater New York City Area Details
Jazz Skair's UBS Experience Assistant Branch ManagerUBS Wealth Management2007 - Present
Job Sales Manager at UBS
Industry Financial Services
Experience
UBS   Assistant Branch ManagerUBS Wealth Management2007 - Present
UBS Financial Services Inc.  1998 - Present

Education
Binghamton University   1996 — 1997

Shaik Abdul Rahman Shaik Abdul Rahman Greater New York City Area Details
Shaik Abdul Rahman's UBS Experience 2004 - Present
Job Program Manager at Wipro
Industry Investment Banking
Experience
Wipro  September 2013 - Present
Wipro Technologies  August 2005 - Present
Wipro - UBS Investment Bank   2004 - Present
UBS   2004 - Present
Wipro  2002 - Present

Skills
Requirements Analysis, Business Analysis, SDLC, Enterprise Architecture, Software Project..., Scrum, PL/SQL, Agile Methodologies, Project Delivery, Oracle, Data Warehousing, Requirements Gathering, PMP, Solution Architecture, PMO

Education
Bharathidasan University   1997 — 2000

Doug Hornyak Doug Hornyak Greater New York City Area Details
Doug Hornyak's UBS Experience January 2002 - December 2002
Job Executive Director, Global Head of Workspace Development at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley  August 2008 - Present
Ore Hill Partners  May 2008 - August 2008
Spring Lake Consulting, LLC   October 1999 - August 2008
TriaXs   April 2005 - May 2008
TPG Axon Capital  2006 - 2007
Morgan Stanley  December 2002 - April 2005
UBS   January 2002 - December 2002
CSFB  October 2000 - November 2001
DLJ  October 1999 - October 2000

Skills
Active Directory, Microsoft SQL Server, SharePoint, XML, Enterprise Architecture, Web Services, C#, WCF, MSMQ, .NET, LINQ, SDLC, Scrum, IIS, Project Management, Enterprise Security, Enterprise Integration, Message Oriented..., Data as a Service, Private Clouds, Cloud Computing, Virtualization, Sybase, System Deployment, Integration, Microsoft Exchange, Security, Servers, Unix, Operating Systems, Windows, ASP.NET, Disaster Recovery, IT Strategy

Education
Berklee College of Music   1987 — 1991

Dale L. Shafer Dale L. Shafer South Bend, Indiana Area Details
Dale L. Shafer's UBS Experience May 2015 - Present
Job Business Development Specialist at The Schultz Group at UBS Financial Services
Industry Financial Services
Experience
UBS   May 2015 - Present
Musicians Friend  May 2010 - January 2012
Woodwind & Brasswind  March 2009 - May 2010
Federated Media Publishing, LLC - A Lin Digital Company   September 2005 - January 2007

Education
Bethel College   2014 — 2016
Bachelor's Degree, Business Administration, Management and Operations, 3.876 GPA

Indiana University South Bend   2002 — 2003
Business Administration, 3.75 GPA

ASLAM AHAMED ASLAM AHAMED Greater New York City Area Details
ASLAM AHAMED's UBS Experience December 2006 - April 2007
Job Principal Consultant at Keane
Industry Information Technology and Services
Experience
NTT Data Corporation  March 2007 - Present
UBS   December 2006 - April 2007
Tata Consultancy Services  November 2003 - November 2006

Education
Bharathidasan University   1997 — 2001
Bachelor Of Engineering, Computer Science

Luis DeCires Luis DeCires Greater New York City Area Details
Luis DeCires's UBS Experience September 2012 - Present
Job Executive Technical Services at UBS
Industry Information Technology and Services
Experience
UBS   September 2012 - Present
UBS   April 2005 - October 2012
MTM - Micros to Mainframes   August 1997 - April 2005
Banctec  May 1992 - August 1997
AT&T / NCR Safari Systems   1992 - 1995

Skills
Leadership, Vendor Management, ITIL, Investment Banking, Wealth Management, Event Technology..., Technical Support, Financial Services, Risk Management, Disaster Recovery, Business Analysis, PMO, IT Strategy, Trading Systems, SDLC, IT Management

Education
Bergen Community College   1995 — 1997
AS, Computer Engineering

RETS / NEC   1990 — 1992
Certificate, Electronics Engineering Technology

Emerson High School   1986 — 1990
Diploma, Academics

Subbu Govindhasamy Subbu Govindhasamy Greater Chicago Area Details
Subbu Govindhasamy's UBS Experience 2006 - 2007
Job Middleware Engineer at CCC Information Services, Inc
Industry Information Technology and Services
Experience
CCC Information Services, Inc  October 2007 - Present
UBS   2006 - 2007
Wipro Technologies  May 2004 - October 2006

Skills
Linux, Java Enterprise Edition, Oracle, Unix, Websphere, SOA, WebSphere MQ, Oracle HR, Solaris, Weblogic, Siteminder, Red Hat Linux, High Availability, Apache, WebSphere, WebLogic, Tomcat, AIX, LDAP, IBM AIX

Education
Bharathiar University   1994 — 1996

Keino-Paul Robinson Keino-Paul Robinson New York, New York Details
Keino-Paul Robinson's UBS Experience 2014 - 2014
Job IT Consultant at FDM Group
Industry Information Technology and Services
Experience
FDM Group  October 2011 - Present
UBS   2014 - 2014
UBS   2014 - 2014
UBS   2013 - 2014
CIBC Oppenheimer  June 1996 - September 2000

Skills
CCNA, Active Directory, Windows 7, Series 7, Windows Server, VCP 5, MCITP, Troubleshooting, Networking, Help Desk Support, DNS, Project Management, SQL, Security, Cisco Technologies, VMware, Hardware, Microsoft Certified..., Windows XP, Team Leadership, DHCP, Management, Business Analysis, VMware Infrastructure, System Administration, SharePoint, Switches

Education
Birkbeck, U. of London   2000 — 2002
MSc, Economics

Vmware
VCP 5, Vmware

Maziar Rohani Maziar Rohani Greater New York City Area Details
Maziar Rohani's UBS Experience March 2012 - March 2014
Job Americas Head of GED Operations
Industry Financial Services
Experience
Deutsche Bank  April 2014 - Present
UBS   March 2012 - March 2014
MF Global  August 2011 - November 2011
Macquarie Bank  June 2008 - July 2011
Robeco Investment Management  November 2006 - June 2008
Deustche Bank  April 2004 - November 2005

Skills
Equity Derivatives, Middle Office, Trading, Bloomberg, Equities, Fixed Income, CDS, Derivatives, Securities Lending, Structured Products, Hedge Funds, Securities, Credit Derivatives, Series 7, Options, Risk Management, Greeks, Financial Risk, ETFs, Back Office, Settlement, Corporate Actions, Swaps, Prime Brokerage, Investment Banking, Capital Markets, Trading Systems, Finance, FX Options, Bonds, Equity Trading, Financial Markets, Interest Rate...

Education
Binghamton University - School of Management   1998 — 2004
MBA, Management Information Systems, General

Bjorn Flesaker Bjorn Flesaker Greater New York City Area Details
Bjorn Flesaker's UBS Experience April 1995 - December 1995
Job Head Fixed Income Quant at Prudential Financial
Industry Capital Markets
Experience
New York University  January 2012 - Present
International Journal of Theoretical and Applied Finance   July 2010 - Present
Prudential Financial  April 2010 - Present
Bloomberg  April 2006 - March 2010
Morgan Stanley  2004 - 2006
MBIA  2002 - 2004
Gen Re Securities  2001 - 2002
Bear Stearns  1996 - 2001
UBS   April 1995 - December 1995
Merrill Lynch  October 1992 - April 1995

Skills
Credit Derivatives, Derivatives, Interest Rate..., Fixed Income, Quantitative Research, Quantitative Risk, Bloomberg, Capital Markets, Quantitative Analytics, Quantitative Investing, Emerging Markets, Financial Structuring, Market Risk, Trading, Alternative Investments, Electronic Trading, Equities, Finance, Credit, Quantitative Finance, Structured Finance, Investment Banking, Asset Management, Valuation, Hedge Funds, Portfolio Management, FX Options, Financial Modeling, Structured Products, Bonds, Options, Investment Management, Trading Systems, Equity Derivatives, Credit Risk, Financial Markets, Equity Research, Securities, Commodity, Hedging, Vendor Relationships, Investment Strategies, Bloomberg Terminal, Asset Allocation, VBA

Education
University of California, Berkeley, Haas School of Business   1985 — 1990
PhD, Finance

BI Norwegian Business School   1981 — 1985
Sivilokonom, Finance

Drammen Handelsgym   1977 — 1980

Matthew Zalensky Matthew Zalensky Greater New York City Area Details
Matthew Zalensky's UBS Experience 1998 - 2005
Job Director Control Office
Industry Financial Services
Experience
Credit Suisse  July 2015 - Present
Barclays Wealth and Investment Management  July 2009 - July 2015
Barclays  September 2008 - July 2009
Lehman Brothers  June 2006 - September 2008
UBS   1998 - 2005

Skills
Securities, Financial Services, FINRA, Asset Management, Wealth Management, Series 7, Investments, Securities Regulation, Portfolio Management, Investment Advisory, Internal Controls, Series 63, Internal Audit, Governance, Financial Regulation, Investment Management

Education
Binghamton University - School of Management   1994 — 1998
BS - Business Management, Finance, MIS

Dennis McCann Dennis McCann New York, New York Details
Dennis McCann's UBS Experience
Job Managing Director, Cohead UBS Group Finance Transformation
Industry Financial Services
Experience
UBS  

Skills
Corporate Communications, Human Resources, NASD Series 7 & 24..., Fluent in Spanish, Conversational German

Education
New York University - Leonard N. Stern School of Business   1993 — 1996
Master of Business Administration (MBA), Dual Concentration in Finance and Marketing

Parsons School of Design   1981 — 1983
BFA, Communications Design

State University of New York at Binghamton   1977 — 1981
Bachelor of Arts (BA), Economics with Honors

Charlie Santangelo Charlie Santangelo Greater New York City Area Details
Charlie Santangelo's UBS Experience 2006 - 2008
Job Service Delivery Executive at Dimension Data
Industry Information Technology and Services
Experience
Dimension Data  2008 - Present
UBS   2006 - 2008
A&P  2003 - 2006
Fujitsu  1997 - 2003
Simon & Schuster  1986 - 1997

Skills
Program Management, Change Management, Talent Management, Team Leadership, Service Delivery, Strategic Planning, Outsourcing, ITIL, Data Center, Disaster Recovery, Sales Management, Employee Relations, Managed Services, Project Management, Software Development, Information Technology, IT Service Management, Contract Negotiation, IT Management, PMP, IT Strategy, Vendor Management

Education
Bergen Community College

Electronic Computer Programming Institute

Professional School of Business

Daniel Lotto Daniel Lotto Greater New York City Area Details
Daniel Lotto's UBS Experience July 2008 - October 2009
Job IT Financial Analyst
Industry Financial Services
Experience
Citi  March 2010 - Present
Freelance Musician  1970 - 2015
Bank of America  November 2009 - February 2010
UBS   July 2008 - October 2009
Pfizer  September 2007 - May 2008
Keane, Inc  May 2004 - October 2007
Chase Management Group   April 2003 - December 2003
Reed-Elsevier  2000 - 2000

Skills
Management, Microsoft Office, Process Improvement, PMO, Data Analysis, Microsoft Excel, Business Analysis, SDLC, SharePoint, Vendor Management, PMP, Business Process..., Requirements Analysis, Visio, Business Process, Financial Services, Project Management, IT Strategy, Software Project..., Requirements Gathering, Program Management, Analysis, Outsourcing, Project Portfolio..., Enterprise Architecture, Service Delivery, Information Technology, Business Intelligence

Education
New York University
MBA, Finance, Information Systems

San Francisco Conservatory of Music   1978 — 1982
Master's degree, Organ

Binghamton University   1974 — 1978
BA, Music

Mt. Vernon HS
Diploma

John Karakelle John Karakelle Greater Boston Area Details
John Karakelle's UBS Experience March 2012 - May 2012
Job Senior Associate at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank  September 2014 - Present
Silicon Valley Bank  May 2013 - August 2014
Silicon Valley Bank  June 2012 - May 2013
UBS   March 2012 - May 2012
Bentley University Mutli-Cultural Center   January 2010 - January 2012
Liberty Mutual  May 2011 - August 2011
17th District Court - The State of Texas   May 2010 - July 2010
Spartan Servers   May 2004 - September 2007

Skills
Credit Analysis, Financial Modeling, Valuation Modeling, Equity Research, Bloomberg, Emerging Technologies, Derivative Strategy, Banking, Analysis

Education
Bentley University   2011 — 2013
Master of Science (M.S.), Accountancy

Bentley University   2008 — 2012
Bachelor of Science (B.S.), Economics, Finance

Trinity Valley School   1994 — 2008
Diploma, High School

Gail Walter Gail Walter Greater New York City Area Details
Gail Walter's UBS Experience IT Operational RiskUBS Investment Bank2005 - Present
Job Op Risk Mgmt at UBS
Industry Financial Services
Experience
UBS   IT Operational RiskUBS Investment Bank2005 - Present
Citigroup  1992 - 2004
Price Waterhouse  February 1984 - December 1987

Education
Binghamton University   1976 — 1980
BS, Math / Computer Science

Robert Covino Robert Covino Greater Boston Area Details
Robert Covino's UBS Experience April 2014 - Present
Job Executive Director South Florida Complex Director at UBS
Industry Financial Services
Experience
UBS   April 2014 - Present
UBS Wealth Management  June 2009 - April 2014
UBS Wealth Management  January 2008 - June 2009
UBS Wealth Management  January 2007 - January 2008
RBC Dain Rauscher  2004 - 2007
Ryan Beck/Gruntal & Co   2000 - 2004
Gruntal & Co.   1997 - 2000
Gruntal & Company  1992 - 1997
Shearson Lehman Brothers  1986 - 1992
L.F. Rotherschild Unterburg Towbin   1985 - 1986

Education
Bentley University
B.S.

Scott Collins, CFP® Scott Collins, CFP® Greater Boston Area Details
Scott Collins, CFP®'s UBS Experience September 1986 - Present
Job Vice President Wealth Management, Certified Financial Planner, Portfolio Manager, UBS
Industry Financial Services
Experience
UBS   September 1986 - Present

Education
Bentley University
BA, Marketing Management

Cushing Academy

Alissa Zucker, CPA Alissa Zucker, CPA Greater New York City Area Details
Alissa Zucker, CPA's UBS Experience August 2001 - July 2006
Job Manager at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass  July 2012 - June 2014
Madden Real Estate Ventures, LLC   September 2009 - July 2012
Lehman Brothers  July 2006 - November 2008
UBS   August 2001 - July 2006
Ernst & Young  September 1999 - August 2001

Skills
Accounting, Due Diligence, Banking, Securities, Internal Audit

Education
Binghamton University   1995 — 1999
Bachelor of Science (BS), Accounting

Paul Eckmann Paul Eckmann Greater New York City Area Details
Paul Eckmann's UBS Experience 2005 - 2008
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  October 2005 - Present
UBS Financial Services  October 2005 - August 2008
UBS   2005 - 2008
Mellon Financial  1995 - 2005
Mellon Investor Services  1993 - 2005
BNY Mellon  1993 - 2005
BNY Mellon Shareowner Services  1993 - 2005

Skills
Microsoft Excel, Operations Management, Training, Equities, Project Management, CRM, Team Building, Process Improvement, Securities, Financial Services, Sales, Banking, Risk Management, Financial Risk

Education
Bergen Community College   1985 — 1989
Business Administration

Mia Torruella Mia Torruella United States Details
Mia Torruella's UBS Experience January 2002 - Present
Job Vicepresident Investments at UBS
Industry Financial Services
Experience
UBS   January 2002 - Present
UBS Financial Services  January 2001 - Present
Marriott International  July 1999 - May 2001
San Juan Marriott Resort & Stellaris Casino  May 1995 - July 1999

Education
Bentley University   1987 — 1991
BA, Business, Management, Marketing, and Related Support Services

Gina Costello Gina Costello Greater Boston Area Details
Gina Costello's UBS Experience SVP- InvestmentsUBS2008 - Present
Job Senior Vice President at UBS
Industry Investment Management
Experience
UBS   SVP- InvestmentsUBS2008 - Present

Education
Bentley University   1984 — 1987
business, business

Champlain College   1982 — 1984
fashion, fashion

Arun Venkatesh Arun Venkatesh Greater New York City Area Details
Arun Venkatesh's UBS Experience May 2008 - June 2009
Job Mobile Developer Trading application at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade  April 2014 - Present
TD Ameritrade  June 2011 - Present
The Home Depot  February 2010 - May 2011
Blue Cross Blue Shield  June 2009 - February 2010
UBS   May 2008 - June 2009
iNautix Technologies  2004 - 2008

Skills
iOS Development, Swift, Java, Agile Methodologies, Java Enterprise Edition, Programming, SOA, Hibernate, Web Services, Spring Framework, Flex, JavaScript, HTML, RESTful WebServices, Node.js, MongoDB, Trading System, Oracle Database

Education
Bharathiar University   2000 — 2004
BE, Electronics

Shepard Fargotstein Shepard Fargotstein Greater Memphis Area Details
Shepard Fargotstein's UBS Experience December 1999 - August 2007
Job Senior Vice President. Investment Officer Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2007 - Present
UBS   December 1999 - August 2007
Prudential Securities, Inc.   March 1991 - December 1999

Skills
Investments, Risk Management, Financial Analysis, Sales Management, Finance, Microsoft Office, Insurance, Securities, Series 7, Retirement Planning

Education
Bentley University   1974 — 1976

Howard Goldstein Howard Goldstein Greater New York City Area Details
Howard Goldstein's UBS Experience September 1997 - September 2003
Job Head of Trade Control Americas, Risk HSBC
Industry Banking
Experience
HSBC  December 2012 - Present
HSBC  May 2005 - December 2012
Citi  September 2003 - May 2005
UBS   September 1997 - September 2003

Skills
Product Control, Trading, Investment Banking, Fixed Income, Financial Risk, Capital Markets, Derivatives, Equities, Financial Analysis, Risk Management, Finance, Banking, Valuation, Financial Services, Financial Markets

Education
Binghamton University - School of Management   1990 — 1994
Bachelor's Degree, Accounting

Michele Mensah Michele Mensah Houston, Texas Area Details
Michele Mensah's UBS Experience January 2011 - March 2011
Job Business Intelligence Data Mgmt Analyst at PepsiCo
Industry Financial Services
Experience
PepsiCo  May 2012 - Present
Ross Stores, Inc.   July 2011 - January 2012
UBS   January 2011 - March 2011

Skills
SAP, Microsoft Excel, Microsoft Office, Time Management, Teamwork, Deadline Driven, Self-starter, Business Objects, Due Diligence, Work well under pressure, Analytical Skills, Detail-oriented, Social Networking, Forecasting

Education
Berkeley College   2007 — 2011
Bachelor of Business Administration, Business Management

Berkeley College   2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

SHS

Wesley Mckay Wesley Mckay New York, New York Details
Wesley Mckay's UBS Experience August 2014 - Present
Job IT Project Management Consultant
Industry Information Technology and Services
Experience
UBS   August 2014 - Present
UBS   October 2012 - May 2014
Citi  November 2005 - November 2012
Standard Bank  January 2003 - May 2004

Skills
Equities, Bloomberg, Leadership, Fixed Income, Business Analysis, Banking, Derivatives, Infrastructure, Integration, Management, Team Building, Servers, New Business Development, Networking, Market Data, Vendor Management, Trading Systems, Investment Banking, Risk Management

Education
Boston Business College   2001 — 2002
Information Technology, MCSE, MCSA

Potchefstroom Boys High School   1996 — 2000

Birkbeck, University of London
BA, Journalism and Media

Sriram Satyavolu Sriram Satyavolu Cary, North Carolina Details
Sriram Satyavolu's UBS Experience 2010 - 2010
Job Sr Software Engineer at Medfusion Inc.
Industry Computer Software
Experience
Medfusion Inc.  January 2014 - Present
Deutsche Bank  2012 - Present
ThreeRhinos LLC   January 2010 - Present
NASDAQ OMX  January 2011 - December 2011
IPC  2010 - 2010
UBS   2010 - 2010
Investment Technology Group (ITG)   2008 - 2009
Bloomberg LP  February 2007 - September 2008
Aalayance   2003 - 2006
Infineon Technologies  January 2003 - January 2004

Skills
Trading Systems, Android Apps, Software Development, Android Development, PHP, Subversion, Bloomberg, Market Data, SOA, C++, Java, Agile Methodologies, Unix, Maven

Education
Berhampur University   1993 — 1996
MCA, Computer Scirnce

Berhampur University   1993 — 1996
Bsc, Geology

Samuel Starr Samuel Starr Barnstable/Yarmouth, Massachusetts Area Details
Samuel Starr's UBS Experience June 2008 - Present
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS   June 2008 - Present

Education
Bentley University

Indumathi Pattabiraman Indumathi Pattabiraman San Francisco Bay Area Details
Indumathi Pattabiraman's UBS Experience 2009 - 2010
Job PM/BA/QA Professional, (NetApp, Macy's.com, UBS, Broadcom Corp), 19982012
Industry Information Technology and Services
Experience
NetApp  2011 - 2012
UBS   2009 - 2010
Macys.com  2007 - 2008
Recruit Force   2004 - 2007
Broadcom  1998 - 2004

Education
Keller Graduate School of Management of DeVry University   2008 — 2010
Master of Business Administration (MBA), Business/Finance

Bharathidasan University
Bachelor's degree, Computer Science

University of chennai
Master's degree, Computer Science

Wilton Tam Wilton Tam Greater New York City Area Details
Wilton Tam's UBS Experience May 2006 - May 2008
Job Valuation Product Controller at UBS Investment Bank
Industry Investment Banking
Experience
Equities Valuations - UBS   May 2008 - Present
UBS   May 2006 - May 2008
JP Morgan Private Bank  October 2003 - April 2006
New York Stock Exchange  January 2002 - March 2003

Skills
Valuation, Equities, VBA, Derivatives

Education
The University of Chicago   2007 — 2009
MS, Financial Mathematics

Binghamton University   1997 — 2001
BS, Computer Science

Xiaowen (Melody) Ma Xiaowen (Melody) Ma Greater New York City Area Details
Xiaowen (Melody) Ma's UBS Experience February 2012 - May 2012
Job Consultant at Deloitte
Industry Financial Services
Experience
Deloitte  September 2014 - Present
Lincoln Oak Management, LLC   July 2013 - September 2013
BlackRock  May 2012 - August 2012
UBS   February 2012 - May 2012
China Pacific Insurance Company  July 2011 - August 2011
China Minzu Securities   June 2011 - August 2011
Industrial and Commercial Bank of China  June 2010 - August 2010

Skills
Public Speaking, Mandarin, Fluent English, SAS, Microsoft Excel, Basic programming skills, Portfolio Management, PowerPoint, Microsoft Office, Finance, Microsoft Word, English

Education
State University of New York at Binghamton   2009 — 2013
Bachelor of Science (BS), Finance, General

Saba Siddiqui Saba Siddiqui New York, New York Details
Saba Siddiqui's UBS Experience January 2013 - May 2013
Job Structured Finance Analyst
Industry Investment Banking
Experience
EY  July 2014 - Present
Ernst & Young  June 2013 - August 2013
UBS   January 2013 - May 2013
BAE Systems  December 2011 - September 2012
The Law Offices of Harvey C. Schapiro   April 2010 - May 2010
New York State Supreme Court  February 2010 - April 2010
Binghamton District Office of U.S. Senator Schumer   November 2009 - December 2009
Hickey, Sheehan & Gates, LLP   October 2009 - November 2009
Hinman, Howard & Kattell, LLP   June 2009 - September 2009

Skills
Data Analysis, Microsoft Excel, PowerPoint, Strategic Thinking, Leadership, Corporate Finance, Project Management, Program Management, Teaching, Training, Mentoring, Presentations, Public Speaking, Strategy, Analysis, Finance, Management Consulting, Project Planning, Teamwork, CAS, Structured Finance, Microsoft Office, Financial Analysis, Research, Financial Modeling, Financial Services, Due Diligence, Mergers & Acquisitions

Education
Binghamton University - School of Management   2010 — 2014
B.S. Honors, Financial Engineering, Global Management, 3.7/4.0

Darrin Doust Darrin Doust Greater New York City Area Details
Darrin Doust's UBS Experience May 2007 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS   May 2007 - Present
Morgan Stanley  May 2005 - April 2007
Goldman Sachs Asset Management  April 2003 - November 2004
Goldman Sachs Asset Management  July 1996 - September 2000
AMP  January 1990 - June 1996

Skills
IT Strategy, Portfolio Management, Asset Managment, Governance, Outsourcing, IT Management, Business Analysis, Middle Office

Education
Birkbeck, University of London   2000 — 2001
MSc, Computing Science

Macquarie University   1987 — 1989
BEc, Finance

Lisa Timmerman Lisa Timmerman Greater New York City Area Details
Lisa Timmerman's UBS Experience April 1999 - February 2007
Job Registered Marketing Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  February 2007 - Present
Morgan Stanley Smith Barney  February 2007 - Present
UBS   April 1999 - February 2007
UBS   April 1999 - February 2007
UBS Financial Services  January 1999 - January 2007
First Union National Bank  January 1996 - January 1999
First Union National Bank  January 1993 - January 1996
First Union National Bank  January 1991 - January 1993

Skills
Series 7 license, Series 66 license, Life & Health Insurance..., Banking, FINRA, Series 7, Investments, Life Insurance, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Finance, Investment Advisory

Education
Bergen Community College   1986 — 1989
Associates of Science, Business Administration

Bergen Community College
Associate of Science, Business Administration

Ryan Bittmann Ryan Bittmann Greater New York City Area Details
Ryan Bittmann's UBS Experience February 2013 - April 2013
Job Senior Analyst at Argus Information and Advisory Services
Industry Financial Services
Experience
Argus Information and Advisory Services  March 2015 - Present
Argus Information and Advisory Services  December 2014 - Present
Argus Information and Advisory Services  April 2013 - December 2014
UBS   February 2013 - April 2013
Bergen County Economic Development Corp   June 2012 - August 2012
UBS   June 2011 - August 2011

Skills
Financial Modeling, PowerPoint, Microsoft Excel, Access, Social Media, Word, Econometric Modeling, Economic Forecasting, Investments, SQL, VBA, Statistics, Research, Financial Reporting, Sales, Cold Calling, R, Eviews, Management Consulting, Business Strategy, Strategic Consulting, Retail Banking, Payments, Credit Risk, Credit Cards

Education
State University of New York at Binghamton   2008 — 2012
Bachelor of Science (BS), Financial Economics

Chris von Hoffmann Chris von Hoffmann Wilton, Connecticut Details
Chris von Hoffmann's UBS Experience 1997 - 2003
Job Senior Vice President at Numis Securities
Industry Investment Banking
Experience
Numis Securities  March 2012 - Present
RBS Global Banking & Markets  August 2009 - February 2012
Investec  May 2007 - July 2009
Auerbach Grayson  2005 - 2007
UBS   1997 - 2003
S G Warburg   1989 - 1997

Education
Bethany College
Bachelor of Arts (B.A.), Economics

Adrian Arnold Adrian Arnold Greater Chicago Area Details
Adrian Arnold's UBS Experience September 2007 - February 2009
Job
Industry Financial Services
Experience
GEM Consulting GmbH   September 2014 - December 2014
Jones Lang LaSalle  October 2013 - September 2014
i-surance   August 2013 - October 2013
Roland Berger Strategy Consultants  April 2013 - June 2013
Booz & Company  January 2013 - March 2013
Lazard  October 2012 - December 2012
i-surance   March 2012 - September 2012
Siemens  April 2010 - July 2011
Luzerner Kantonalbank   April 2009 - July 2010
UBS   September 2007 - February 2009

Education
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften   2013 — 2015
M.A. HSG in Accounting and Finance (MAccFin)

Northwestern University - Kellogg School of Management

Universität Zürich   2009 — 2012
Bachelor of Arts (B.A.)

BI Norwegian Business School   2011 — 2011

Mark Grinko Mark Grinko Staten Island, New York Details
Mark Grinko's UBS Experience May 2014 - August 2014
Job Senior Broker at The Gelfman Blueprint
Industry Investment Banking
Experience
The Gelfman Blueprint   June 2015 - Present
JPMorgan Chase & Co.   October 2014 - December 2014
UBS   May 2014 - August 2014
MJHS  May 2013 - August 2013

Skills
Project Management, Microsoft Excel, Microsoft Word, Microsoft Access, Access, Microsoft Office, PowerPoint, Valuation, Capital Markets, Research

Education
SUNY Binghamton   2012 — 2016

Staten Island Technical High School   2008 — 2012
High School Diploma

Robynne Walka Robynne Walka Secaucus, New Jersey Details
Robynne Walka's UBS Experience July 2004 - Present
Job Security Fingerprint Specialist at UBS
Industry Financial Services
Experience
UBS   July 2004 - Present

Skills
Security, Risk Management, Fraud, Business Continuity, Fingerprinting, fingerprint analysis, Fingerprint, Investigation, AML, Private Investigations, Information Security..., Risk Assessment, Information Security, Operational Risk..., Security Awareness, Computer Forensics, Microsoft Excel, Public Speaking, Microsoft Word

Education
Bergen Community College
Associate's degree, Criminal Justice

University of Arizona

Sophie Xue Sophie Xue New York, New York Details
Sophie Xue's UBS Experience 2008 - 2008
Job
Industry Investment Banking
Experience
Nomura  2011 - 2013
Merrill Lynch  2010 - 2011
UBS   2008 - 2008
Financial Times  2007 - 2007

Education
The University of Hong Kong
Bachelor's degree, Economics and Finance

Bentley University
Accounting and Finance

Fudan University

James Schlosser James Schlosser Greater New York City Area Details
James Schlosser's UBS Experience April 2015 - Present
Job Associate Director at UBS, Attorney
Industry Financial Services
Experience
UBS   April 2015 - Present
J.P. Morgan   October 2013 - April 2015
University of Miami  August 2012 - May 2013
U.S. Bank   May 2012 - August 2012
The Law Offices of Rubin & Bickman   June 2011 - May 2012

Skills
Securities, Securities Litigation, Bank Secrecy Act, OFAC, Microsoft Office, Westlaw, LexisNexis, Compliance, Securities Regulation, Anti Money Laundering

Education
University of Miami School of Law   2010 — 2013
Juris Doctor (J.D.)

Binghamton University   2006 — 2010
Bachelor's Degree, Political Science and Government

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