UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
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UBS Employees
Employee
Years
Job
Industry
Emily Seyle Emily Seyle's UBS Experience February 2015 - Present
Job Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS February 2015 - Present
Counseling Program for Intercollegiate Athletes October 2014 - January 2015
American Red Cross Greater New York May 2014 - August 2014
American Red Cross Greater New York May 2014 - August 2014
San Diego County District Attorney May 2012 - August 2013
Center for Students with Disabilities August 2011 - December 2011
Neely Chiropractic May 2011 - July 2011
Skills
Critical Thinking, Self-driven, Microsoft Office, Always Punctual, Reliability, Organized Multi-tasker, Creative Problem Solving, Human Rights, Self-motivated..., Close Attention to..., Proposal Writing, PowerPoint, Team-oriented, Teamwork, Social Media, Public Speaking, High degree of..., Consistency, Trials
Education
University of Connecticut 2011 — 2015
Bachelor of Arts (BA), Economics, 3.72
University of Connecticut 2011 — 2015
Bachelor of Arts (BA), Human Rights, 3.96
UBS February 2015 - Present
Counseling Program for Intercollegiate Athletes October 2014 - January 2015
American Red Cross Greater New York May 2014 - August 2014
American Red Cross Greater New York May 2014 - August 2014
San Diego County District Attorney May 2012 - August 2013
Center for Students with Disabilities August 2011 - December 2011
Neely Chiropractic May 2011 - July 2011
Skills
Critical Thinking, Self-driven, Microsoft Office, Always Punctual, Reliability, Organized Multi-tasker, Creative Problem Solving, Human Rights, Self-motivated..., Close Attention to..., Proposal Writing, PowerPoint, Team-oriented, Teamwork, Social Media, Public Speaking, High degree of..., Consistency, Trials
Education
University of Connecticut 2011 — 2015
Bachelor of Arts (BA), Economics, 3.72
University of Connecticut 2011 — 2015
Bachelor of Arts (BA), Human Rights, 3.96
Amanda Bumgarner Amanda Bumgarner's UBS Experience 2005 - 2006
Job Private Client Advisor, VP at Bank of the West
Industry Banking
Experience
Bank of the West July 2013 - Present
Bank of the West January 2012 - July 2013
US Bank January 2011 - January 2012
US Bancorp 2008 - 2010
US Bank 2007 - 2008
UBS 2005 - 2006
Skills
Series 7, Wealth Management, Financial Services, Banking, Retirement, Consumer Lending
Education
University of Colorado Boulder
B.A., Economics with a minor in business administration
Bank of the West July 2013 - Present
Bank of the West January 2012 - July 2013
US Bank January 2011 - January 2012
US Bancorp 2008 - 2010
US Bank 2007 - 2008
UBS 2005 - 2006
Skills
Series 7, Wealth Management, Financial Services, Banking, Retirement, Consumer Lending
Education
University of Colorado Boulder
B.A., Economics with a minor in business administration
Jason Saas, CIMA® Jason Saas, CIMA®'s UBS Experience September 2000 - May 2001
Job Regional Consultant at Lord Abbett & Co, LLC
Industry Investment Management
Experience
Lord Abbett & Co, LLC June 2001 - Present
UBS September 2000 - May 2001
Skills
Series 7, Investment Strategies, Mutual Funds, Separately Managed..., Series 66
Education
University of Colorado Boulder 1997 — 2001
Finance
Lord Abbett & Co, LLC June 2001 - Present
UBS September 2000 - May 2001
Skills
Series 7, Investment Strategies, Mutual Funds, Separately Managed..., Series 66
Education
University of Colorado Boulder 1997 — 2001
Finance
Tiffany Kelley Fox Tiffany Kelley Fox's UBS Experience October 1994 - November 1997
Job Leading Global Corp Comms at OpenTable
Industry Internet
Experience
OpenTable October 2010 - Present
Prosper.com January 2006 - October 2010
E-LOAN July 1999 - December 2005
Niehaus Ryan Wong Public Relations November 1997 - June 1999
UBS October 1994 - November 1997
Skills
Public Relations, Corporate Communications, Investor Relations, Public Affairs, Social Media, Marketing Communications, Online Marketing, Crisis Management, Social Media Marketing, Media Relations, Integrated Marketing, Strategic Communications, Publicity, Strategic Partnerships, Marketing, Start-ups
Education
University of Colorado at Boulder 1988 — 1992
BA, Political Science
University of San Francisco 1996 — 1999
MBA, Marketing
OpenTable October 2010 - Present
Prosper.com January 2006 - October 2010
E-LOAN July 1999 - December 2005
Niehaus Ryan Wong Public Relations November 1997 - June 1999
UBS October 1994 - November 1997
Skills
Public Relations, Corporate Communications, Investor Relations, Public Affairs, Social Media, Marketing Communications, Online Marketing, Crisis Management, Social Media Marketing, Media Relations, Integrated Marketing, Strategic Communications, Publicity, Strategic Partnerships, Marketing, Start-ups
Education
University of Colorado at Boulder 1988 — 1992
BA, Political Science
University of San Francisco 1996 — 1999
MBA, Marketing
Kirsten Lunding Kirsten Lunding's UBS Experience June 2013 - October 2013
Job Project Coordinator, Global Consumer Market
Industry Human Resources
Experience
Korn Ferry July 2015 - Present
Bridgewater Associates November 2014 - March 2015
Michael Page April 2014 - June 2014
QD Healthcare Group November 2013 - March 2014
UBS June 2013 - October 2013
The VIII Marketing, Inc. July 2012 - September 2012
University of Connecticut February 2011 - September 2012
Zeichner Ellman & Krause LLP May 2009 - July 2009
Skills
Research, Microsoft Word, Sales, Teamwork, Data Entry, Microsoft Excel, Microsoft Office, Conflict Resolution, Compliance, PowerPoint, Employee Training, Executive Calendar..., Meeting Scheduling, SPSS, Time Management, Data Analysis, Windows Sharepoint..., Management, Social Media, Public Speaking, Leadership, Event Planning
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Psychology
Greenwich High School 2005 — 2009
Korn Ferry July 2015 - Present
Bridgewater Associates November 2014 - March 2015
Michael Page April 2014 - June 2014
QD Healthcare Group November 2013 - March 2014
UBS June 2013 - October 2013
The VIII Marketing, Inc. July 2012 - September 2012
University of Connecticut February 2011 - September 2012
Zeichner Ellman & Krause LLP May 2009 - July 2009
Skills
Research, Microsoft Word, Sales, Teamwork, Data Entry, Microsoft Excel, Microsoft Office, Conflict Resolution, Compliance, PowerPoint, Employee Training, Executive Calendar..., Meeting Scheduling, SPSS, Time Management, Data Analysis, Windows Sharepoint..., Management, Social Media, Public Speaking, Leadership, Event Planning
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Psychology
Greenwich High School 2005 — 2009
Diana DeFeo Diana DeFeo's UBS Experience September 2014 - Present
Job Financial Analyst at UBS
Industry Financial Services
Experience
UBS September 2014 - Present
UBS April 2014 - September 2014
UBS August 2013 - April 2014
UBS June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Analysis, Hyperion Essbase, Microsoft Word, PowerPoint, Business Objects, Access, Customer Service, English, Windows, Public Speaking, Photoshop, Financial Modeling
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Finance, General
UBS September 2014 - Present
UBS April 2014 - September 2014
UBS August 2013 - April 2014
UBS June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Analysis, Hyperion Essbase, Microsoft Word, PowerPoint, Business Objects, Access, Customer Service, English, Windows, Public Speaking, Photoshop, Financial Modeling
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Liz Hoskins Liz Hoskins's UBS Experience October 2012 - August 2014
Job
Industry Financial Services
Experience
UBS October 2012 - August 2014
Morgan Stanley February 2009 - October 2012
Education
The University of Connecticut
Bachelor of Arts (B.A.)
UBS October 2012 - August 2014
Morgan Stanley February 2009 - October 2012
Education
The University of Connecticut
Bachelor of Arts (B.A.)
Jannelle Allen Jannelle Allen's UBS Experience September 1997 - July 2002
Job Commercial Real Estate Broker at Hoff and Leigh, Inc
Industry Commercial Real Estate
Experience
Hoff and Leigh, Inc November 2013 - Present
Mountain High Concessions, Inc. October 2001 - December 2013
UBS September 1997 - July 2002
Skills
Commercial Real Estate, Entrepreneurship, Interior Design, Investment Properties, Leases, Real Estate Transactions, Contract Negotiation, Small Business, Customer Service, Customer Satisfaction, Tenant Representation, Concessions, Financial Services, Brokerage
Education
University of Colorado Colorado Springs 1999 — 2001
Master of Business Administration (MBA), Small Business Administration/Management
University of Colorado Colorado Springs 1997 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Hoff and Leigh, Inc November 2013 - Present
Mountain High Concessions, Inc. October 2001 - December 2013
UBS September 1997 - July 2002
Skills
Commercial Real Estate, Entrepreneurship, Interior Design, Investment Properties, Leases, Real Estate Transactions, Contract Negotiation, Small Business, Customer Service, Customer Satisfaction, Tenant Representation, Concessions, Financial Services, Brokerage
Education
University of Colorado Colorado Springs 1999 — 2001
Master of Business Administration (MBA), Small Business Administration/Management
University of Colorado Colorado Springs 1997 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Keith Di Fiore's UBS Experience January 2015 - Present
Job Head of Change Management, Americas Compliance & Operational Risk Control (C&ORC) at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
Intercontinental Exchange (parent company of the New York Stock Exchange) December 2005 - December 2014
Clients: New York Stock Exchange (NYSE); JPMorgan Chase; Barclays Capital 2004 - 2005
Jesuits 2002 - 2004
Icor Brokerage (startup; acquired by Reuters) 2002 - 2002
Instinet (dark pool; acquired by Nomura) 2001 - 2001
e-Steel.com (internet startup company) 2000 - 2001
Deloitte Consulting 1999 - 1999
J.P. Morgan 1994 - 1999
Skills
Risk Management, Program Management, Analysis, Business Analysis, Team Management, Equities, Integration, Financial Markets, Training, Product Development, Capital Markets, Relationship Management, Research, M&A experience, Management, CRM, Leadership, Financial Services, Change Management, Strategic Planning, Banking, PMO, New Business Development, Vendor Management, Strategy, Market Data, Trading, Electronic Trading, Securities, Executive Management, Fixed Income, Due Diligence, Derivatives, Mergers & Acquisitions
Education
University of Delaware 1990 — 1994
Bachelor of Science (BS), Double Major: Finance; Marketing; Minor: Management Information Systems
University of Delaware
Bachelor of Science (B.S.), Finance, Marketing & Management Information Systems
UBS January 2015 - Present
Intercontinental Exchange (parent company of the New York Stock Exchange) December 2005 - December 2014
Clients: New York Stock Exchange (NYSE); JPMorgan Chase; Barclays Capital 2004 - 2005
Jesuits 2002 - 2004
Icor Brokerage (startup; acquired by Reuters) 2002 - 2002
Instinet (dark pool; acquired by Nomura) 2001 - 2001
e-Steel.com (internet startup company) 2000 - 2001
Deloitte Consulting 1999 - 1999
J.P. Morgan 1994 - 1999
Skills
Risk Management, Program Management, Analysis, Business Analysis, Team Management, Equities, Integration, Financial Markets, Training, Product Development, Capital Markets, Relationship Management, Research, M&A experience, Management, CRM, Leadership, Financial Services, Change Management, Strategic Planning, Banking, PMO, New Business Development, Vendor Management, Strategy, Market Data, Trading, Electronic Trading, Securities, Executive Management, Fixed Income, Due Diligence, Derivatives, Mergers & Acquisitions
Education
University of Delaware 1990 — 1994
Bachelor of Science (BS), Double Major: Finance; Marketing; Minor: Management Information Systems
University of Delaware
Bachelor of Science (B.S.), Finance, Marketing & Management Information Systems
William Feeney William Feeney's UBS Experience 1989 - Present
Job Vice President Investments at UBS
Industry Financial Services
Experience
UBS 1989 - Present
Drexel Burnham Lambert 1983 - 1989
Education
University of Colorado Boulder - Leeds School of Business 1979 — 1983
Bachelor of Science, Business Administration, Finance
UBS 1989 - Present
Drexel Burnham Lambert 1983 - 1989
Education
University of Colorado Boulder - Leeds School of Business 1979 — 1983
Bachelor of Science, Business Administration, Finance
J.R. Galardi J.R. Galardi's UBS Experience May 2009 - August 2009
Job Galardi Group
Industry Music
Experience
Galardi Group June 2012 - Present
Souls In Action Entertainment September 2011 - Present
Gold Star Sausage Company May 2011 - June 2012
Grill Brokerage May 2010 - September 2010
UBS May 2009 - August 2009
Skills
Investment Strategies, Investments, Marketing, Event Management, Promotions, Money Management, Booking, Marketing Strategy, Talent Booking, Social Media Marketing, Entertainment, Brand Development, Management, Festivals, Customer Service, Advertising
Education
University of Colorado at Denver 2008 — 2012
BS, Music Business
University of Colorado at Boulder 2007 — 2008
Galardi Group June 2012 - Present
Souls In Action Entertainment September 2011 - Present
Gold Star Sausage Company May 2011 - June 2012
Grill Brokerage May 2010 - September 2010
UBS May 2009 - August 2009
Skills
Investment Strategies, Investments, Marketing, Event Management, Promotions, Money Management, Booking, Marketing Strategy, Talent Booking, Social Media Marketing, Entertainment, Brand Development, Management, Festivals, Customer Service, Advertising
Education
University of Colorado at Denver 2008 — 2012
BS, Music Business
University of Colorado at Boulder 2007 — 2008
David Bellamy David Bellamy's UBS Experience 2004 - 2008
Job Vice President Business Development at S&R Compression, LLC
Industry Machinery
Experience
S&R Compression, LLC October 2013 - Present
Credit Suisse 2008 - 2012
UBS 2004 - 2008
2929 Productions 2003 - 2004
Goldman Sachs 2000 - 2003
Peace Corps 1999 - 2000
Chicago Energies, Inc. 1998 - 1999
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Financial Analysis, Portfolio Management, Capital Markets, Mergers & Acquisitions, Private Equity, Equities, Banking, Due Diligence, Finance, Derivatives, Fixed Income, Business Development, Investments, Risk Management, Asset Management, Credit
Education
University of Colorado Boulder 1994 — 1998
Bachelors of Arts, Accounting and Finance
Highland Park High School 1990 — 1994
S&R Compression, LLC October 2013 - Present
Credit Suisse 2008 - 2012
UBS 2004 - 2008
2929 Productions 2003 - 2004
Goldman Sachs 2000 - 2003
Peace Corps 1999 - 2000
Chicago Energies, Inc. 1998 - 1999
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Financial Analysis, Portfolio Management, Capital Markets, Mergers & Acquisitions, Private Equity, Equities, Banking, Due Diligence, Finance, Derivatives, Fixed Income, Business Development, Investments, Risk Management, Asset Management, Credit
Education
University of Colorado Boulder 1994 — 1998
Bachelors of Arts, Accounting and Finance
Highland Park High School 1990 — 1994
Alex Manser's UBS Experience May 2014 - May 2014
Job Private Equity Analyst at Meridional Equity
Industry Investment Banking
Experience
Meridional Equity June 2015 - August 2015
Trestle Group June 2014 - August 2014
UBS May 2014 - May 2014
Pillars of Wall Street May 2014 - May 2014
Social Security Law Group December 2012 - May 2014
Skills
Financial Modeling, Finance, Accounting, Financial Reporting, Economics, Leadership, Investment Banking, Investments, Bloomberg
Education
University of Connecticut 2012 — 2016
Bachelor's degree, Economics
Hanover High School 2008 — 2012
General Studies
Meridional Equity June 2015 - August 2015
Trestle Group June 2014 - August 2014
UBS May 2014 - May 2014
Pillars of Wall Street May 2014 - May 2014
Social Security Law Group December 2012 - May 2014
Skills
Financial Modeling, Finance, Accounting, Financial Reporting, Economics, Leadership, Investment Banking, Investments, Bloomberg
Education
University of Connecticut 2012 — 2016
Bachelor's degree, Economics
Hanover High School 2008 — 2012
General Studies
Keitha Kinne Keitha Kinne's UBS Experience 1995 - 1999
Job Chief Operating Officer at AMG Funds
Industry Investment Management
Experience
AMG Funds July 2007 - Present
Legg Mason & Co., LLC 2005 - 2007
Prudential Financial 1999 - 2004
UBS 1995 - 1999
GE 1985 - 1989
Skills
Operational Excellence, Operations Management, Product Management, Marketing, Mutual Funds, Sales Operations, Investments, Asset Management, Alternative Investments, Series 7, Asset Allocation, Portfolio Management, Managerial Finance, Strategic Financial..., Business Intelligence, Key Account Management, Series 24, Series 65, Chartered Financial..., CAIA, CIMA
Education
University of Connecticut 1977 — 1980
BS, Finance
AMG Funds July 2007 - Present
Legg Mason & Co., LLC 2005 - 2007
Prudential Financial 1999 - 2004
UBS 1995 - 1999
GE 1985 - 1989
Skills
Operational Excellence, Operations Management, Product Management, Marketing, Mutual Funds, Sales Operations, Investments, Asset Management, Alternative Investments, Series 7, Asset Allocation, Portfolio Management, Managerial Finance, Strategic Financial..., Business Intelligence, Key Account Management, Series 24, Series 65, Chartered Financial..., CAIA, CIMA
Education
University of Connecticut 1977 — 1980
BS, Finance
Dori Lubitz Dori Lubitz's UBS Experience April 2006 - May 2008
Job Manager, Talent Acquisition at AIG
Industry Investment Banking
Experience
AIG 2012 - Present
JP Morgan Chase October 2009 - November 2011
New York Life Insurance Company May 2008 - August 2008
UBS April 2006 - May 2008
Comcast Spotlight October 2004 - December 2006
Sprint Nextel October 1998 - July 2002
Education
University of Delaware
B.A., Psychology
AIG 2012 - Present
JP Morgan Chase October 2009 - November 2011
New York Life Insurance Company May 2008 - August 2008
UBS April 2006 - May 2008
Comcast Spotlight October 2004 - December 2006
Sprint Nextel October 1998 - July 2002
Education
University of Delaware
B.A., Psychology
Elaine (Elle) Irwin Elaine (Elle) Irwin's UBS Experience August 2012 - August 2013
Job Communications, sponsorship and events specialist
Industry Public Relations and Communications
Experience
Winter Park Resort November 2013 - Present
UBS August 2012 - August 2013
University of Colorado August 2009 - May 2012
Icelantic Skis October 2010 - May 2011
SE2 February 2010 - August 2010
CU Conference Services December 2008 - September 2009
Evergreen Park and Recreation District December 2005 - August 2008
The Bagelry April 2007 - January 2008
Skills
Microsoft Office, Word, Excel, PowerPoint, Wordpress, Photoshop, Copywriting, Promoting, Sales Management, Snowboarding, Budget Preparation, Ticketing, Ticket Sales, Cpr Certified, Customer Relations, Customer Service, Social Media, Event Planning, Sponsorship, Internal Communications, Media Relations, Marketing
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Applied Science (BASc), Anthropology
Conifer High School 2004 — 2008
Winter Park Resort November 2013 - Present
UBS August 2012 - August 2013
University of Colorado August 2009 - May 2012
Icelantic Skis October 2010 - May 2011
SE2 February 2010 - August 2010
CU Conference Services December 2008 - September 2009
Evergreen Park and Recreation District December 2005 - August 2008
The Bagelry April 2007 - January 2008
Skills
Microsoft Office, Word, Excel, PowerPoint, Wordpress, Photoshop, Copywriting, Promoting, Sales Management, Snowboarding, Budget Preparation, Ticketing, Ticket Sales, Cpr Certified, Customer Relations, Customer Service, Social Media, Event Planning, Sponsorship, Internal Communications, Media Relations, Marketing
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Applied Science (BASc), Anthropology
Conifer High School 2004 — 2008
Allison Ishkanian's UBS Experience May 2008 - October 2008
Job Senior Benefits Consultant at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt April 2015 - Present
Aon Hewitt June 2013 - Present
Mercer April 2013 - May 2013
Mercer April 2011 - March 2013
Mercer June 2009 - March 2011
UBS May 2008 - October 2008
Skills
Employee Benefits, Human Resources, Customer Service, Insurance, Analysis, Leadership, Conflict Resolution, Project Management, Business Planning, Disability Insurance, Strategy, Negotiation, Benefits Administration
Education
University of Colorado at Boulder 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Aon Hewitt April 2015 - Present
Aon Hewitt June 2013 - Present
Mercer April 2013 - May 2013
Mercer April 2011 - March 2013
Mercer June 2009 - March 2011
UBS May 2008 - October 2008
Skills
Employee Benefits, Human Resources, Customer Service, Insurance, Analysis, Leadership, Conflict Resolution, Project Management, Business Planning, Disability Insurance, Strategy, Negotiation, Benefits Administration
Education
University of Colorado at Boulder 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Jill Bobigan Jill Bobigan's UBS Experience April 2008 - Present
Job Senior Vice President, Wealth Management UBS Financial Services
Industry Financial Services
Experience
UBS April 2008 - Present
Morgan Stanley December 1981 - April 2008
Skills
Finance, Financial Services, Retirement Planning, Equities, Series 7, Wealth Management, Management, Investments, Mergers & Acquisitions, Portfolio Management, Series 63, Asset Management, Asset Allocation, Securities
Education
The University of Connecticut 1974 — 1978
BS, Biochemistry
UBS April 2008 - Present
Morgan Stanley December 1981 - April 2008
Skills
Finance, Financial Services, Retirement Planning, Equities, Series 7, Wealth Management, Management, Investments, Mergers & Acquisitions, Portfolio Management, Series 63, Asset Management, Asset Allocation, Securities
Education
The University of Connecticut 1974 — 1978
BS, Biochemistry
William Kurtz William Kurtz's UBS Experience July 2012 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS July 2012 - Present
Wells Fargo Advisors April 2010 - July 2012
Wells Fargo January 1999 - March 2010
Education
University of Colorado at Boulder 1982 — 1986
Bachelor of Science (B.S.), Finance
UBS July 2012 - Present
Wells Fargo Advisors April 2010 - July 2012
Wells Fargo January 1999 - March 2010
Education
University of Colorado at Boulder 1982 — 1986
Bachelor of Science (B.S.), Finance
Wendy Ning Wendy Ning's UBS Experience January 2009 - October 2010
Job Gasoline Trader at Shell Trading
Industry Oil & Energy
Experience
Shell Trading August 2015 - Present
Shell Trading August 2012 - July 2015
Morgan Stanley June 2011 - August 2011
UBS January 2009 - October 2010
Global Platinum Securities 2009 - 2009
Education
University of Colorado Boulder - Leeds School of Business 2008 — 2012
B.S., Accounting, Finance, Economics
Shell Trading August 2015 - Present
Shell Trading August 2012 - July 2015
Morgan Stanley June 2011 - August 2011
UBS January 2009 - October 2010
Global Platinum Securities 2009 - 2009
Education
University of Colorado Boulder - Leeds School of Business 2008 — 2012
B.S., Accounting, Finance, Economics
Stephanie Schobert's UBS Experience September 2009 - July 2010
Job Strategic Account Manager at ZipRecruiter
Industry Internet
Experience
ZipRecruiter October 2014 - Present
Keller Williams Realty, Inc. January 2011 - October 2014
Nordstrom August 2010 - January 2011
KeyCorp May 2010 - August 2010
UBS September 2009 - July 2010
Terry Hines & Associates January 2010 - May 2010
Wills Law Firm January 2010 - May 2010
Nordstrom May 2009 - July 2009
Skills
Social Media, Marketing, Sales, Real Estate, Training, CRM, Management, Marketing Strategy, Analysis, Finance, Public Relations, Leadership, Merchandising, Investments, Event Management, Public Speaking, Residential Homes, Leases, Referrals, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Investment Properties, Communication, Customer Service, Valuation, Economics, Social Media Marketing, Office Administration, Database Administration, Real Estate Staging, Advertising, Retail, Accounts Payable, Accounts Receivable, Presentations, Inventory Management, Brand Development, Business Ethics, Executive Support, Account Management, Social Networking, Salesforce.com, Event Planning, Facebook
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
BS, Finance, International Business, Economics, 3.7 GPA
Universitat Pompeu Fabra 2009 — 2009
Corona del Sol High School 2002 — 2006
High School Degree
ZipRecruiter October 2014 - Present
Keller Williams Realty, Inc. January 2011 - October 2014
Nordstrom August 2010 - January 2011
KeyCorp May 2010 - August 2010
UBS September 2009 - July 2010
Terry Hines & Associates January 2010 - May 2010
Wills Law Firm January 2010 - May 2010
Nordstrom May 2009 - July 2009
Skills
Social Media, Marketing, Sales, Real Estate, Training, CRM, Management, Marketing Strategy, Analysis, Finance, Public Relations, Leadership, Merchandising, Investments, Event Management, Public Speaking, Residential Homes, Leases, Referrals, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Investment Properties, Communication, Customer Service, Valuation, Economics, Social Media Marketing, Office Administration, Database Administration, Real Estate Staging, Advertising, Retail, Accounts Payable, Accounts Receivable, Presentations, Inventory Management, Brand Development, Business Ethics, Executive Support, Account Management, Social Networking, Salesforce.com, Event Planning, Facebook
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
BS, Finance, International Business, Economics, 3.7 GPA
Universitat Pompeu Fabra 2009 — 2009
Corona del Sol High School 2002 — 2006
High School Degree
James Fasi, CFP James Fasi, CFP's UBS Experience May 1975 - Present
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS May 1975 - Present
Education
The University of Connecticut 1966 — 1970
BS - Business Administration, Finance
UBS May 1975 - Present
Education
The University of Connecticut 1966 — 1970
BS - Business Administration, Finance
Tom Briggs's UBS Experience December 2001 - December 2003
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2005 - Present
Ivy Funds November 2004 - November 2005
UBS December 2001 - December 2003
PLANCO 2002 - 2003
INVESCO 1997 - 2002
Skills
Mutual Funds, 401k, Fixed Annuities, Financial Services, Finance, Variable Annuities, Financial Planners, Series 63, Series 7, Retirement Planning, Retirement, Investments, Series 6, Wealth Management, Asset Allocation, Alternative Investments, Strategic Financial..., Investment Advisory, Insurance, Asset Management
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1997
BS, Finance
Smoky Hill High School 1989 — 1993
willow creek elementary
Transamerica Retirement Solutions November 2005 - Present
Ivy Funds November 2004 - November 2005
UBS December 2001 - December 2003
PLANCO 2002 - 2003
INVESCO 1997 - 2002
Skills
Mutual Funds, 401k, Fixed Annuities, Financial Services, Finance, Variable Annuities, Financial Planners, Series 63, Series 7, Retirement Planning, Retirement, Investments, Series 6, Wealth Management, Asset Allocation, Alternative Investments, Strategic Financial..., Investment Advisory, Insurance, Asset Management
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1997
BS, Finance
Smoky Hill High School 1989 — 1993
willow creek elementary
Will Gilman Will Gilman's UBS Experience March 2014 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS March 2014 - Present
SPCARBON November 2012 - February 2014
State Street 2005 - 2011
Ivy Helix 2003 - 2005
Trade Tek 2001 - 2003
Skills
Equities, Equity Derivatives, Swaps, Trading, FX Options, Investments, Commodity, Middle Office, Settlement, Back Office, Analysis, Trading Strategies, CDS, Pricing, Fixed Income
Education
University of Colorado at Boulder 1998 — 2003
Bachelor's degree, Economics
NNHS
UBS March 2014 - Present
SPCARBON November 2012 - February 2014
State Street 2005 - 2011
Ivy Helix 2003 - 2005
Trade Tek 2001 - 2003
Skills
Equities, Equity Derivatives, Swaps, Trading, FX Options, Investments, Commodity, Middle Office, Settlement, Back Office, Analysis, Trading Strategies, CDS, Pricing, Fixed Income
Education
University of Colorado at Boulder 1998 — 2003
Bachelor's degree, Economics
NNHS
Ellen Zane, CFP, ChFC Ellen Zane, CFP, ChFC's UBS Experience August 2014 - Present
Job Financial Advisor. First Vice President Wealth Management. PMP Portfolio Manager at UBS Financial Services.
Industry Financial Services
Experience
UBS August 2014 - Present
Morgan Stanley Wealth Management January 2008 - April 2012
Merrill Lynch Wealth Management March 1996 - January 2008
Skills
Investments, Portfolio Management, Retirement, Investment Strategies, Finance, Wealth Management, Financial Services, Series 7, Retirement Planning, Investment Advisory, Asset Management, Strategic Financial..., Financial Analysis, Uniform Combined State..., Mutual Funds, Series 63, Asset Allocation, Securities, Equities, Fixed Income, Banking, Financial Modeling
Education
The University of Connecticut
Bachelor of Arts (BA), Education
The University of Connecticut
Master of Arts (MA), Administration
UBS August 2014 - Present
Morgan Stanley Wealth Management January 2008 - April 2012
Merrill Lynch Wealth Management March 1996 - January 2008
Skills
Investments, Portfolio Management, Retirement, Investment Strategies, Finance, Wealth Management, Financial Services, Series 7, Retirement Planning, Investment Advisory, Asset Management, Strategic Financial..., Financial Analysis, Uniform Combined State..., Mutual Funds, Series 63, Asset Allocation, Securities, Equities, Fixed Income, Banking, Financial Modeling
Education
The University of Connecticut
Bachelor of Arts (BA), Education
The University of Connecticut
Master of Arts (MA), Administration
Erik Gudenas's UBS Experience January 2010 - May 2011
Job Vice President Investments/Financial Advisor Associate at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC December 2011 - July 2015
PNC Investments May 2011 - December 2011
UBS January 2010 - May 2011
Education
University of Dayton 2005 — 2009
B.S., Accounting
JP Morgan Securities LLC December 2011 - July 2015
PNC Investments May 2011 - December 2011
UBS January 2010 - May 2011
Education
University of Dayton 2005 — 2009
B.S., Accounting
Irena Borsukivich's UBS Experience June 2006 - August 2006
Job Account Specialist Client Response
Industry Public Relations and Communications
Experience
Indeed.com January 2013 - Present
Teroforma January 2012 - January 2013
Winn Residential July 2011 - January 2012
Marriott International September 2006 - August 2011
UBS June 2006 - August 2006
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Public Speaking
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts, Communication Sciences, Sociology
University of Connecticut 2007 — 2011
Bachelor of Arts, Communication Sciences; Sociology
Westhill High School 2003 — 2007
Indeed.com January 2013 - Present
Teroforma January 2012 - January 2013
Winn Residential July 2011 - January 2012
Marriott International September 2006 - August 2011
UBS June 2006 - August 2006
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Public Speaking
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts, Communication Sciences, Sociology
University of Connecticut 2007 — 2011
Bachelor of Arts, Communication Sciences; Sociology
Westhill High School 2003 — 2007
David Sassen David Sassen's UBS Experience February 2012 - March 2015
Job Registered Assoicate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
UBS February 2012 - March 2015
Colorado Avalanche Hockey Team August 2010 - December 2010
University of Colorado Athletic Department September 2007 - December 2010
First Investors Corporation June 2010 - August 2010
University Of Colorado Interfraternity Council November 2008 - November 2009
Zeta Beta Tau October 2007 - October 2008
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Business Adminstration, Finance
Reseda High School 2002 — 2006
High School Diploma
Morgan Stanley March 2015 - Present
UBS February 2012 - March 2015
Colorado Avalanche Hockey Team August 2010 - December 2010
University of Colorado Athletic Department September 2007 - December 2010
First Investors Corporation June 2010 - August 2010
University Of Colorado Interfraternity Council November 2008 - November 2009
Zeta Beta Tau October 2007 - October 2008
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Business Adminstration, Finance
Reseda High School 2002 — 2006
High School Diploma
Ken Vallen Ken Vallen's UBS Experience August 2001 - April 2006
Job Vice President at ACE Group
Industry Financial Services
Experience
ACE Group December 2014 - Present
AIG May 2012 - November 2014
Citi January 2011 - April 2012
BNY Mellon April 2006 - January 2011
UBS August 2001 - April 2006
Skills
Product Management, Product Development, Liquidity Management, Deposits, Pricing Strategy, Product Marketing, Market Analysis, Project Management, Project Planning, Business Strategy, Process Improvement, Strategy, Data Analysis, Management, SWIFT payments, Financial Analysis, Business Analysis, Cash Management, Liquidity, Financial Services, Securities, Treasury Management, Business Process, Relationship Management, Analytics, Competitive Analysis, Cross-functional Team..., Pricing, Treasury Services, Payments, Capital Markets, Banking, Investments, Treasury, Sales, Business Development
Education
University of Connecticut 2002 — 2005
MBA, Corporate Finance
University of Florida 1996 — 2000
BSBA, Decision and Information Sciences
ACE Group December 2014 - Present
AIG May 2012 - November 2014
Citi January 2011 - April 2012
BNY Mellon April 2006 - January 2011
UBS August 2001 - April 2006
Skills
Product Management, Product Development, Liquidity Management, Deposits, Pricing Strategy, Product Marketing, Market Analysis, Project Management, Project Planning, Business Strategy, Process Improvement, Strategy, Data Analysis, Management, SWIFT payments, Financial Analysis, Business Analysis, Cash Management, Liquidity, Financial Services, Securities, Treasury Management, Business Process, Relationship Management, Analytics, Competitive Analysis, Cross-functional Team..., Pricing, Treasury Services, Payments, Capital Markets, Banking, Investments, Treasury, Sales, Business Development
Education
University of Connecticut 2002 — 2005
MBA, Corporate Finance
University of Florida 1996 — 2000
BSBA, Decision and Information Sciences
Chace Dillon Chace Dillon's UBS Experience August 2010 - April 2015
Job Senior Wealth Advisor at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management April 2015 - Present
Aspen Atmos Adventures 2009 - Present
UBS August 2010 - April 2015
Aspen Skiing Company October 2006 - May 2010
Education
University of Colorado Boulder 2002 — 2006
Business, Finance, International Business
Frontier Wealth Management April 2015 - Present
Aspen Atmos Adventures 2009 - Present
UBS August 2010 - April 2015
Aspen Skiing Company October 2006 - May 2010
Education
University of Colorado Boulder 2002 — 2006
Business, Finance, International Business
Bill Gottschall Bill Gottschall's UBS Experience January 1999 - July 2003
Job IT Consultant at Bill G Online, LLC
Industry Information Technology and Services
Experience
Bill G Online, LLC March 2008 - Present
PNC Mortgage July 2009 - May 2010
National City Mortgage 2005 - 2008
Chase Manhattan Mortgage April 2003 - July 2004
UBS January 1999 - July 2003
GKM Systems May 1978 - December 1998
Lexis-Nexis 1990 - 1998
Reynolds and Reynolds 1986 - 1992
NCR Corporation 1978 - 1988
Management Analysis corporation April 1970 - March 1978
Skills
Release Management, Requirements Analysis, Project Management, Configuration Management, Business Analysis, Agile Methodologies, Software Development, Architecture, Requirements Gathering, Software Project..., Visio, Agile Project Management, SharePoint, User Acceptance Testing, Systems Analysis, Business Requirements, Data Warehousing, Business Process..., Vendor Management, Business Process, Requirements Management, Testing, Banking, Business Objects, Consulting, Unix, Databases, Process Improvement, Integration, Business Intelligence, Web Services
Education
Wright State University 1970 — 1972
MBA, Business Administration
University of Dayton 1960 — 1964
Bachelor of Science, Computer Science
Chaminade 1956 — 1960
Bill G Online, LLC March 2008 - Present
PNC Mortgage July 2009 - May 2010
National City Mortgage 2005 - 2008
Chase Manhattan Mortgage April 2003 - July 2004
UBS January 1999 - July 2003
GKM Systems May 1978 - December 1998
Lexis-Nexis 1990 - 1998
Reynolds and Reynolds 1986 - 1992
NCR Corporation 1978 - 1988
Management Analysis corporation April 1970 - March 1978
Skills
Release Management, Requirements Analysis, Project Management, Configuration Management, Business Analysis, Agile Methodologies, Software Development, Architecture, Requirements Gathering, Software Project..., Visio, Agile Project Management, SharePoint, User Acceptance Testing, Systems Analysis, Business Requirements, Data Warehousing, Business Process..., Vendor Management, Business Process, Requirements Management, Testing, Banking, Business Objects, Consulting, Unix, Databases, Process Improvement, Integration, Business Intelligence, Web Services
Education
Wright State University 1970 — 1972
MBA, Business Administration
University of Dayton 1960 — 1964
Bachelor of Science, Computer Science
Chaminade 1956 — 1960
George Lares-Karageorgis's UBS Experience March 1990 - January 1999
Job Senior Vice President at First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation February 2007 - Present
Stanford Group Company January 1999 - May 2005
UBS March 1990 - January 1999
EF Hutton Corp February 1983 - January 1990
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Asset Managment, Strategic Financial..., Insurance, Investment Advisory, Retirement Planning, Asset Allocation, Mutual Funds, Estate Planning, Series 24, Series 63, Series 65, Legacy Planning, Investment Strategies, Investment Management, Wealth Management..., Finance, Asset Management, Alternative Investments, Plannning, Financial Services
Education
University of Colorado Boulder - Leeds School of Business 1976 — 1981
BS/BA, ECONOMICS
University of Colorado at Boulder 1976 — 1981
Economics, International Banking
First Financial Equity Corporation February 2007 - Present
Stanford Group Company January 1999 - May 2005
UBS March 1990 - January 1999
EF Hutton Corp February 1983 - January 1990
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Asset Managment, Strategic Financial..., Insurance, Investment Advisory, Retirement Planning, Asset Allocation, Mutual Funds, Estate Planning, Series 24, Series 63, Series 65, Legacy Planning, Investment Strategies, Investment Management, Wealth Management..., Finance, Asset Management, Alternative Investments, Plannning, Financial Services
Education
University of Colorado Boulder - Leeds School of Business 1976 — 1981
BS/BA, ECONOMICS
University of Colorado at Boulder 1976 — 1981
Economics, International Banking
David Mulhall's UBS Experience October 2004 - September 2007
Job Owner, LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services September 2007 - Present
UBS October 2004 - September 2007
Andrews Consulting Group, Inc 1999 - 2004
Hebb & Gitlin PC 1997 - 1999
Education
University of Connecticut 1982 — 1986
BS, Business Administration
LPL Financial Services September 2007 - Present
UBS October 2004 - September 2007
Andrews Consulting Group, Inc 1999 - 2004
Hebb & Gitlin PC 1997 - 1999
Education
University of Connecticut 1982 — 1986
BS, Business Administration
Maureen B Cooper Maureen B Cooper's UBS Experience January 1984 - April 2006
Job Chief Operating Officer at Fiduciary Investment Advisors, LLC
Industry Financial Services
Experience
Fiduciary Investment Advisors April 2006 - Present
UBS January 1984 - April 2006
UBS January 1984 - April 2006
Education
Wesleyan University
MA
University of Connecticut 1977 — 1981
BS, Marketing
Fiduciary Investment Advisors April 2006 - Present
UBS January 1984 - April 2006
UBS January 1984 - April 2006
Education
Wesleyan University
MA
University of Connecticut 1977 — 1981
BS, Marketing
Jacquelyn Isola Jacquelyn Isola's UBS Experience June 2015 - August 2015
Job UBS Group Operations Summer Intern
Industry Financial Services
Experience
University Tees August 2014 - Present
Counseling Program for Intercollegiate Athletes January 2014 - Present
Alpha Phi International Fraternity November 2013 - Present
Pencils of Promise October 2012 - Present
UBS June 2015 - August 2015
UConn Study Abroad Program May 2014 - June 2014
Vector Marketing June 2012 - January 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Team Leadership, Event Planning, Time Management, Management, Political Science, Facebook, Social Networking, Social Media Marketing, Leadership, Sales, Teamwork
Education
The University of Connecticut 2012 — 2016
Bachelor of Science in Business, Finance, General
University Tees August 2014 - Present
Counseling Program for Intercollegiate Athletes January 2014 - Present
Alpha Phi International Fraternity November 2013 - Present
Pencils of Promise October 2012 - Present
UBS June 2015 - August 2015
UConn Study Abroad Program May 2014 - June 2014
Vector Marketing June 2012 - January 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Team Leadership, Event Planning, Time Management, Management, Political Science, Facebook, Social Networking, Social Media Marketing, Leadership, Sales, Teamwork
Education
The University of Connecticut 2012 — 2016
Bachelor of Science in Business, Finance, General
Bill Rao Bill Rao's UBS Experience May 2005 - May 2006
Job Public Sector Channel Manager
Industry Computer Software
Experience
Infor June 2015 - Present
Options Clearing Corp March 2011 - June 2015
The Options Clearing Corporation June 2006 - March 2011
UBS May 2005 - May 2006
Skills
Options, Derivatives, Analytics, Securities, Budgeting
Education
University of Dayton
Bachelor Of Science, Finance
Infor June 2015 - Present
Options Clearing Corp March 2011 - June 2015
The Options Clearing Corporation June 2006 - March 2011
UBS May 2005 - May 2006
Skills
Options, Derivatives, Analytics, Securities, Budgeting
Education
University of Dayton
Bachelor Of Science, Finance
Mike Blum Mike Blum's UBS Experience September 2003 - February 2009
Job Senior Technologist
Industry Capital Markets
Experience
n/a July 2015 - Present
Teza Technologies July 2013 - July 2015
Getco LLC February 2009 - December 2012
UBS September 2003 - February 2009
Island ECN April 1999 - September 2003
Stafford Trading April 1998 - April 1999
Automated Trading Desk April 1993 - April 1998
Skills
Trading Systems, Electronic Trading, Market Data, Equity Trading, Low Latency, Options, Equities, Exchange Connectivity, Java, Series 7, Series 24, Quantitative Finance, Software Development, Prime Brokerage, Derivatives, Management, Financial Markets, Equity Derivatives, Market Microstructure, Capital Markets, Hedge Funds, Distributed Systems, Trading, High Performance..., High Frequency Trading, Unix, Fixed Income
Education
University of Dayton 1986 — 1990
Bachelor of Science, Computer Science
n/a July 2015 - Present
Teza Technologies July 2013 - July 2015
Getco LLC February 2009 - December 2012
UBS September 2003 - February 2009
Island ECN April 1999 - September 2003
Stafford Trading April 1998 - April 1999
Automated Trading Desk April 1993 - April 1998
Skills
Trading Systems, Electronic Trading, Market Data, Equity Trading, Low Latency, Options, Equities, Exchange Connectivity, Java, Series 7, Series 24, Quantitative Finance, Software Development, Prime Brokerage, Derivatives, Management, Financial Markets, Equity Derivatives, Market Microstructure, Capital Markets, Hedge Funds, Distributed Systems, Trading, High Performance..., High Frequency Trading, Unix, Fixed Income
Education
University of Dayton 1986 — 1990
Bachelor of Science, Computer Science
Victoria Fuller's UBS Experience September 2007 - April 2009
Job Independent Consultant for Financial Service Firms
Industry Financial Services
Experience
Various Financial Services Firms September 2009 - Present
UBS September 2007 - April 2009
First Manhattan Consulting Group April 1987 - August 2007
American Management Systems (AMS) January 1985 - April 1987
Skills
Operations Strategy and..., Systems Design,..., Technology Strategy and..., Technology Alliances..., Business, Product, and..., Operational Risk Control, Strategic Business..., Pre and Post Merger..., MIS and Financial..., Strategic Planning, Management Consulting, Project Management, IT Strategy, Acquisition Integration, Asset Management, Financial Services, Strategy, Outsourcing, Analysis, Banking, Business Strategy, Leadership, Mergers, Business Analysis, Management, Mergers & Acquisitions, Executive Management
Education
University of Colorado Boulder - Leeds School of Business 1980 — 1985
BS and MS, Information Systems, Finance, Real Estate
Various Financial Services Firms September 2009 - Present
UBS September 2007 - April 2009
First Manhattan Consulting Group April 1987 - August 2007
American Management Systems (AMS) January 1985 - April 1987
Skills
Operations Strategy and..., Systems Design,..., Technology Strategy and..., Technology Alliances..., Business, Product, and..., Operational Risk Control, Strategic Business..., Pre and Post Merger..., MIS and Financial..., Strategic Planning, Management Consulting, Project Management, IT Strategy, Acquisition Integration, Asset Management, Financial Services, Strategy, Outsourcing, Analysis, Banking, Business Strategy, Leadership, Mergers, Business Analysis, Management, Mergers & Acquisitions, Executive Management
Education
University of Colorado Boulder - Leeds School of Business 1980 — 1985
BS and MS, Information Systems, Finance, Real Estate
Tony Marciano Tony Marciano's UBS Experience September 2005 - August 2008
Job Experienced Financial Services and Insurance Executive
Industry Insurance
Experience
Allstate October 2009 - Present
Ranger Tickets 2005 - 2012
UBS September 2005 - August 2008
Morgan Stanley Credit Corporation February 1997 - January 2002
Merrill Lynch Credit Corporation June 1985 - February 1997
Skills
Business Development, Sales, Mortgage Lending, Finance, Fixed Annuities, Credit, Product Management, Insurance, Entrepreneurship, Investments, Series 7, Marketing Strategy, Risk Management, Series 63, Budgets, Mutual Funds, Leadership, Loans, Product Development, Financial Services, Health Insurance, Underwriting, Wealth Management, Retirement Planning, Portfolio Management, Disability Insurance, Strategic Planning, Life Insurance, Banking, Customer Service
Education
University of Connecticut 1981 — 1985
Allstate October 2009 - Present
Ranger Tickets 2005 - 2012
UBS September 2005 - August 2008
Morgan Stanley Credit Corporation February 1997 - January 2002
Merrill Lynch Credit Corporation June 1985 - February 1997
Skills
Business Development, Sales, Mortgage Lending, Finance, Fixed Annuities, Credit, Product Management, Insurance, Entrepreneurship, Investments, Series 7, Marketing Strategy, Risk Management, Series 63, Budgets, Mutual Funds, Leadership, Loans, Product Development, Financial Services, Health Insurance, Underwriting, Wealth Management, Retirement Planning, Portfolio Management, Disability Insurance, Strategic Planning, Life Insurance, Banking, Customer Service
Education
University of Connecticut 1981 — 1985
James Ducey James Ducey's UBS Experience December 2011 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS December 2011 - Present
UBS February 2009 - December 2011
Morgan Stanley Smith Barney 1984 - 2009
Education
University of Connecticut 1979 — 1983
BS, Business, Finance, Management
UBS December 2011 - Present
UBS February 2009 - December 2011
Morgan Stanley Smith Barney 1984 - 2009
Education
University of Connecticut 1979 — 1983
BS, Business, Finance, Management
Joshua Young, CFP® Joshua Young, CFP®'s UBS Experience December 2009 - Present
Job Financial Advisor at UBS Financial Services Inc.,Financial Advisor & Portfolio Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS December 2009 - Present
JPMorgan Chase October 2007 - August 2009
Education
Boston University 2012 — 2013
University of Colorado Boulder 2001 — 2005
BA
The Haverford School 1999 — 2001
UBS December 2009 - Present
JPMorgan Chase October 2007 - August 2009
Education
Boston University 2012 — 2013
University of Colorado Boulder 2001 — 2005
BA
The Haverford School 1999 — 2001
Mitch Asmus Mitch Asmus's UBS Experience June 2012 - April 2014
Job Financial Intermediary Liaison at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase June 2014 - July 2015
UBS June 2012 - April 2014
RuffaloCODY May 2013 - June 2013
Okemos Dairy May 2010 - August 2011
Skills
Bloomberg, Financial Analysis, Investments, Equities, Fixed Income, Securities, Microsoft Office, Microsoft Excel, Morningstar, Commodity, Public Speaking, Microsoft Word, College Basketball
Education
University of Dayton 2010 — 2014
Finance
Okemos High School 2006 — 2010
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase June 2014 - July 2015
UBS June 2012 - April 2014
RuffaloCODY May 2013 - June 2013
Okemos Dairy May 2010 - August 2011
Skills
Bloomberg, Financial Analysis, Investments, Equities, Fixed Income, Securities, Microsoft Office, Microsoft Excel, Morningstar, Commodity, Public Speaking, Microsoft Word, College Basketball
Education
University of Dayton 2010 — 2014
Finance
Okemos High School 2006 — 2010
Abigail Forbes Abigail Forbes's UBS Experience June 2010 - August 2010
Job Executive Search Professional Consumer Goods
Industry Staffing and Recruiting
Experience
Perpetual Insights August 2015 - Present
Reed Exhibitions December 2012 - July 2015
Reed Exhibitions June 2012 - December 2012
University of Connecticut January 2009 - May 2012
Enterprise Holdings Inc. May 2011 - August 2011
UBS June 2010 - August 2010
Skills
Relationship Building, Marketing, Sales, Management, Event Management, Customer Service, Business Strategy, Social Media Marketing, Business Development, Account Management, Training, Event Planning, Strategy, Maintaining Strong..., Teamwork, Human Resources, Microsoft Excel, Microsoft Office
Education
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Marketing, International Studies
The Institute at Palazzo Rucellai, Florence, Italy 2010 — 2010
International Studies, International Business
Perpetual Insights August 2015 - Present
Reed Exhibitions December 2012 - July 2015
Reed Exhibitions June 2012 - December 2012
University of Connecticut January 2009 - May 2012
Enterprise Holdings Inc. May 2011 - August 2011
UBS June 2010 - August 2010
Skills
Relationship Building, Marketing, Sales, Management, Event Management, Customer Service, Business Strategy, Social Media Marketing, Business Development, Account Management, Training, Event Planning, Strategy, Maintaining Strong..., Teamwork, Human Resources, Microsoft Excel, Microsoft Office
Education
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Marketing, International Studies
The Institute at Palazzo Rucellai, Florence, Italy 2010 — 2010
International Studies, International Business
Melissa Barr Melissa Barr's UBS Experience January 2009 - June 2009
Job Account Manager/Client Services
Industry Marketing and Advertising
Experience
PlaceIQ April 2015 - Present
Pottery Barn April 2014 - September 2014
Mojiva April 2012 - January 2014
Ansible Mobile February 2011 - March 2012
Downtown Boulder Business Improvement District July 2010 - December 2010
UBS January 2009 - June 2009
Skills
Mobile Advertising, Account Management, Marketing, Business Development, comScore, Mobile Devices, DoubleClick, Research, PowerPoint, Microsoft Office, Microsoft Excel, Media Planning, Marketing Research, Public Speaking, New Business Development, Critical Thinking, Project Management, Business Relationship..., Strategic Planning, Internal Communications, Nielsen, Atlas Solutions, Detail Orientation, Portfolio Management, Mandarin, Excel, Mac OS, Windows 7, Event Planning, HTML, CSS, SQL, MySQL, Advertising
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science, Business Management
CIEE: Paris 2009 — 2009
French Literature
Semester at Sea 2008 — 2008
Developmental Economics, World Health, Religious Studies, Survey of Asian Art
PlaceIQ April 2015 - Present
Pottery Barn April 2014 - September 2014
Mojiva April 2012 - January 2014
Ansible Mobile February 2011 - March 2012
Downtown Boulder Business Improvement District July 2010 - December 2010
UBS January 2009 - June 2009
Skills
Mobile Advertising, Account Management, Marketing, Business Development, comScore, Mobile Devices, DoubleClick, Research, PowerPoint, Microsoft Office, Microsoft Excel, Media Planning, Marketing Research, Public Speaking, New Business Development, Critical Thinking, Project Management, Business Relationship..., Strategic Planning, Internal Communications, Nielsen, Atlas Solutions, Detail Orientation, Portfolio Management, Mandarin, Excel, Mac OS, Windows 7, Event Planning, HTML, CSS, SQL, MySQL, Advertising
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science, Business Management
CIEE: Paris 2009 — 2009
French Literature
Semester at Sea 2008 — 2008
Developmental Economics, World Health, Religious Studies, Survey of Asian Art
Emily Salimbene's UBS Experience April 2012 - July 2014
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
UBS April 2012 - July 2014
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts (BA), Psychology
Quince Orchard High School 2004 — 2007
Morgan Stanley July 2014 - Present
UBS April 2012 - July 2014
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts (BA), Psychology
Quince Orchard High School 2004 — 2007
Danielle Page, CFP®'s UBS Experience July 1989 - February 2008
Job Senior VP, Investments | Comprehensive planning
Industry Financial Services
Experience
Raymond James February 2008 - Present
UBS July 1989 - February 2008
Skills
Investments, Securities, Finance, Financial Advisory, Mutual Funds, Portfolio Management, Alternative Investments, Retirement Planning, Asset Management, Investment Strategies, Asset Managment, Financial Services, Wealth Management, Series 7, Hedge Funds, Financial Analysis, Valuation, Financial Planners, Corporate Finance, Equities
Education
University of Delaware
Bachelor of Science, Nutrition
Raymond James February 2008 - Present
UBS July 1989 - February 2008
Skills
Investments, Securities, Finance, Financial Advisory, Mutual Funds, Portfolio Management, Alternative Investments, Retirement Planning, Asset Management, Investment Strategies, Asset Managment, Financial Services, Wealth Management, Series 7, Hedge Funds, Financial Analysis, Valuation, Financial Planners, Corporate Finance, Equities
Education
University of Delaware
Bachelor of Science, Nutrition
Nick Moss's UBS Experience January 2005 - May 2006
Job Regional Sales Director at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments May 2010 - Present
Columbia Management November 2009 - April 2010
State Street March 2008 - November 2009
Ameriprise Financial Advisors August 2006 - March 2008
UBS January 2005 - May 2006
Education
The University of Connecticut 2002 — 2006
Economics
Columbia Threadneedle Investments May 2010 - Present
Columbia Management November 2009 - April 2010
State Street March 2008 - November 2009
Ameriprise Financial Advisors August 2006 - March 2008
UBS January 2005 - May 2006
Education
The University of Connecticut 2002 — 2006
Economics
Hadley Creighton Hadley Creighton's UBS Experience July 2006 - August 2006
Job GWIM Analyst/Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
Merrill Lynch June 2011 - August 2011
Bear Stearns March 2008 - April 2008
UBS July 2006 - August 2006
Skills
Asset Management, Customer Service, Data Analysis, Event Planning, Facebook, Finance, Financial Services, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Sales, Salesforce.com, Social Media, Social Media Marketing, Social Networking, Wealth Management
Education
University of Colorado at Boulder 2008 — 2012
Economics
Foxcroft School 2004 — 2008
Merrill Lynch July 2012 - Present
Merrill Lynch June 2011 - August 2011
Bear Stearns March 2008 - April 2008
UBS July 2006 - August 2006
Skills
Asset Management, Customer Service, Data Analysis, Event Planning, Facebook, Finance, Financial Services, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Sales, Salesforce.com, Social Media, Social Media Marketing, Social Networking, Wealth Management
Education
University of Colorado at Boulder 2008 — 2012
Economics
Foxcroft School 2004 — 2008
Amin N Dabit, CFP® Amin N Dabit, CFP®'s UBS Experience February 2005 - February 2008
Job Senior Vice President | Financial Advisor | Financial Planner | Team Leader at Personal Capital
Industry Investment Management
Experience
Personal Capital May 2014 - Present
Personal Capital October 2013 - May 2014
Merrill Lynch May 2008 - September 2013
UBS February 2005 - February 2008
UBS February 2004 - December 2004
Skills
Retirement Planning, Portfolio Management, Finance, Estate Planning, Mutual Funds, Risk Management, Investments, Strategy, IRAs, Management, Retirement, Insurance, Wealth Management, Credit, Team Leadership, Leadership, Securities Lending, 401k, IRA's, Asset Based Lending, Asset Management, Financial Services, Equities, Asset Allocation, Financial Advisory, Securities
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2004
Finance
Personal Capital May 2014 - Present
Personal Capital October 2013 - May 2014
Merrill Lynch May 2008 - September 2013
UBS February 2005 - February 2008
UBS February 2004 - December 2004
Skills
Retirement Planning, Portfolio Management, Finance, Estate Planning, Mutual Funds, Risk Management, Investments, Strategy, IRAs, Management, Retirement, Insurance, Wealth Management, Credit, Team Leadership, Leadership, Securities Lending, 401k, IRA's, Asset Based Lending, Asset Management, Financial Services, Equities, Asset Allocation, Financial Advisory, Securities
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2004
Finance
Howard Barkin Howard Barkin's UBS Experience 2002 - 2005
Job RecruiterFinance and Audit at UBS
Industry Staffing and Recruiting
Experience
Allegis Global Solutions/UBS June 2014 - Present
Randstad USA January 2013 - May 2014
Robert Half Finance and Accounting August 2005 - January 2013
UBS 2002 - 2005
Merrill Lynch/Herzog, Heine, Geduld 1995 - 2001
Oppenheimer & Co. 1994 - 1995
Skills
Talent Acquisition, Technical Recruiting, Finance, Applicant Tracking..., Recruiting, Contract Recruitment, Financial Services, Human Resources, Onboarding, Sourcing, Internet Recruiting, Executive Search, Talent Management, Employee Benefits, College Recruiting, Temporary Staffing, Permanent Placement, Temporary Placement, Staffing Services, Screening Resumes, Equities, Interviews, Benefits Negotiation, Screening, Recruitment Advertising, Resume Writing, Taleo, Staff Augmentation, Corporate Recruiting, PeopleSoft, Job Fairs, Workforce Planning, Hiring, Employee Relations
Education
University of Colorado Boulder 1988 — 1993
Allegis Global Solutions/UBS June 2014 - Present
Randstad USA January 2013 - May 2014
Robert Half Finance and Accounting August 2005 - January 2013
UBS 2002 - 2005
Merrill Lynch/Herzog, Heine, Geduld 1995 - 2001
Oppenheimer & Co. 1994 - 1995
Skills
Talent Acquisition, Technical Recruiting, Finance, Applicant Tracking..., Recruiting, Contract Recruitment, Financial Services, Human Resources, Onboarding, Sourcing, Internet Recruiting, Executive Search, Talent Management, Employee Benefits, College Recruiting, Temporary Staffing, Permanent Placement, Temporary Placement, Staffing Services, Screening Resumes, Equities, Interviews, Benefits Negotiation, Screening, Recruitment Advertising, Resume Writing, Taleo, Staff Augmentation, Corporate Recruiting, PeopleSoft, Job Fairs, Workforce Planning, Hiring, Employee Relations
Education
University of Colorado Boulder 1988 — 1993
Austin Smyth Austin Smyth's UBS Experience June 2010 - August 2010
Job Analyst JP Morgan Global Real Assets
Industry Commercial Real Estate
Experience
J.P. Morgan Asset Management July 2015 - Present
UConn School of Business May 2013 - May 2015
Cornerstone Real Estate Advisers September 2014 - April 2015
J.P. Morgan Asset Management May 2014 - August 2014
Cornerstone Real Estate Advisers January 2014 - May 2014
Cornerstone Real Estate Advisers January 2013 - December 2013
Cornerstone Real Estate Advisers June 2012 - August 2012
Bonds.com June 2011 - August 2011
Salisbury Student Managed Investment Fund September 2009 - June 2011
UBS June 2010 - August 2010
Education
The University of Connecticut 2011 — 2015
Bachelor’s Degree, Finance - Real Estate and Urban Econimics
Salisbury School 2007 — 2011
High School
J.P. Morgan Asset Management July 2015 - Present
UConn School of Business May 2013 - May 2015
Cornerstone Real Estate Advisers September 2014 - April 2015
J.P. Morgan Asset Management May 2014 - August 2014
Cornerstone Real Estate Advisers January 2014 - May 2014
Cornerstone Real Estate Advisers January 2013 - December 2013
Cornerstone Real Estate Advisers June 2012 - August 2012
Bonds.com June 2011 - August 2011
Salisbury Student Managed Investment Fund September 2009 - June 2011
UBS June 2010 - August 2010
Education
The University of Connecticut 2011 — 2015
Bachelor’s Degree, Finance - Real Estate and Urban Econimics
Salisbury School 2007 — 2011
High School
Pierce Bushby Pierce Bushby's UBS Experience May 2014 - August 2014
Job Sales and Business Development
Industry Computer Software
Experience
InsightSquared June 2015 - Present
UBS May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Economics, Financial Analysis, Team Leadership, Data Analysis, Data Analytics, Salesforce.com
Education
The University of Connecticut 2011 — 2015
Bachelor's degree, Economics and Real Estate
Fairfield College Preparatory School 2007 — 2011
InsightSquared June 2015 - Present
UBS May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Economics, Financial Analysis, Team Leadership, Data Analysis, Data Analytics, Salesforce.com
Education
The University of Connecticut 2011 — 2015
Bachelor's degree, Economics and Real Estate
Fairfield College Preparatory School 2007 — 2011
Chip Logan, AIF®, CFP® Chip Logan, AIF®, CFP®'s UBS Experience January 2007 - November 2007
Job Managing Principal at MyFinEco and Advisors Design Center
Industry Financial Services
Experience
Merrill Lynch July 2010 - April 2012
UBS January 2007 - November 2007
Wachovia Securities, LLC September 2004 - January 2007
John Hancock Life Insurance Company (U.S.A.) July 2003 - May 2004
ING March 2000 - July 2003
Pacific Life February 1996 - January 2000
Self Employed - Financial Services June 1988 - February 1996
Skills
Retirement Plan..., Retirement Plan..., Fiduciary Protection, ERISA, 401k, Retirement Planning, Portfolio Management, Estate Planning, Life Insurance, Long Term Care Insurance, Non-Qualified Deferred..., Wealth Management, Strategic Financial..., Insurance, Mutual Funds, Series 63, Retirement, Wealth Management..., Employee Benefits
Education
College of Financial Planning 2008 — 2011
Certified Financial Planner, CFP(R); Certified Retirement Plan Specialist, CRPS(R), Financial Planning and ERISA Retirement Planning
The American College 1989 — 1992
Chartered Financial Consultant, ChFC (R), Chartered Life Insurance Underwriter, CLU (R), Financial, estate and insurance planning
University of Colorado at Boulder 1984 — 1988
Bachelor of Arts (BA), Economics and Communications
Merrill Lynch July 2010 - April 2012
UBS January 2007 - November 2007
Wachovia Securities, LLC September 2004 - January 2007
John Hancock Life Insurance Company (U.S.A.) July 2003 - May 2004
ING March 2000 - July 2003
Pacific Life February 1996 - January 2000
Self Employed - Financial Services June 1988 - February 1996
Skills
Retirement Plan..., Retirement Plan..., Fiduciary Protection, ERISA, 401k, Retirement Planning, Portfolio Management, Estate Planning, Life Insurance, Long Term Care Insurance, Non-Qualified Deferred..., Wealth Management, Strategic Financial..., Insurance, Mutual Funds, Series 63, Retirement, Wealth Management..., Employee Benefits
Education
College of Financial Planning 2008 — 2011
Certified Financial Planner, CFP(R); Certified Retirement Plan Specialist, CRPS(R), Financial Planning and ERISA Retirement Planning
The American College 1989 — 1992
Chartered Financial Consultant, ChFC (R), Chartered Life Insurance Underwriter, CLU (R), Financial, estate and insurance planning
University of Colorado at Boulder 1984 — 1988
Bachelor of Arts (BA), Economics and Communications
Justin Nimock's UBS Experience December 2012 - Present
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS December 2012 - Present
No name March 2007 - December 2012
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Science (B.S.), Finance
UBS December 2012 - Present
No name March 2007 - December 2012
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Science (B.S.), Finance
Igor Braziler's UBS Experience May 2002 - December 2007
Job
Industry Financial Services
Experience
Self Employed January 2015 - Present
CRT Capital Group September 2011 - September 2013
Aladdin Capital, LLC June 2009 - September 2011
GFI Group Inc July 2008 - April 2009
UBS May 2002 - December 2007
UBS November 2000 - April 2002
Skills
Trading, Bonds, Credit, Fixed Income, Derivatives, People Skills, Bloomberg, Financial Markets, Investment Banking, Portfolio Management, Financial Risk, Asset Management, Emerging Markets, Credit Risk, Risk Management, Investments, CDS, Market Risk, Goal Oriented, Series 7, Asset Managment, Creative Real Estate..., Day Trading, Project Management, Self-confidence, Self-esteem
Education
The University of Connecticut 1995 — 2000
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Self Employed January 2015 - Present
CRT Capital Group September 2011 - September 2013
Aladdin Capital, LLC June 2009 - September 2011
GFI Group Inc July 2008 - April 2009
UBS May 2002 - December 2007
UBS November 2000 - April 2002
Skills
Trading, Bonds, Credit, Fixed Income, Derivatives, People Skills, Bloomberg, Financial Markets, Investment Banking, Portfolio Management, Financial Risk, Asset Management, Emerging Markets, Credit Risk, Risk Management, Investments, CDS, Market Risk, Goal Oriented, Series 7, Asset Managment, Creative Real Estate..., Day Trading, Project Management, Self-confidence, Self-esteem
Education
The University of Connecticut 1995 — 2000
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Max Behnfield Max Behnfield's UBS Experience October 2010 - September 2014
Job Second Vice President at Northern Trust Wealth Management West Region
Industry Financial Services
Experience
Northern Trust Wealth Management September 2014 - Present
UBS October 2010 - September 2014
Janus Capital Group January 2008 - December 2010
Education
University of Colorado Boulder
Northern Trust Wealth Management September 2014 - Present
UBS October 2010 - September 2014
Janus Capital Group January 2008 - December 2010
Education
University of Colorado Boulder
Kristen Spiridon's UBS Experience August 2015 - Present
Job UBS Wealth Management, Campus Recruitment Coordinator
Industry Human Resources
Experience
UBS August 2015 - Present
Private August 2012 - May 2015
Cartus June 2014 - August 2014
Enterprise Rent a Car May 2013 - August 2013
Candlewood Isle Tax District June 2008 - August 2012
Skills
Microsoft Office, Task Driven, Sales, Leadership, Organization, Customer Service, Childcare, Event Planning, Community Service
Education
University of Delaware 2011 — 2015
Bachelor of Science (B.S.), Management and Marketing, Minor International Business
UBS August 2015 - Present
Private August 2012 - May 2015
Cartus June 2014 - August 2014
Enterprise Rent a Car May 2013 - August 2013
Candlewood Isle Tax District June 2008 - August 2012
Skills
Microsoft Office, Task Driven, Sales, Leadership, Organization, Customer Service, Childcare, Event Planning, Community Service
Education
University of Delaware 2011 — 2015
Bachelor of Science (B.S.), Management and Marketing, Minor International Business
Sara Pendleton Sara Pendleton's UBS Experience January 2008 - July 2008
Job Client Services at Brighton Jones
Industry Financial Services
Experience
Brighton Jones November 2013 - Present
Consumer Credit Counseling Service of San Francisco May 2009 - October 2013
UBS January 2008 - July 2008
Skills
Public Speaking, Financial Education, PowerPoint, Credit, Budgets, Account Management, Teaching, Fundraising, Finance, Microsoft Excel, Marketing, Entrepreneurship, Financial Services, Microsoft Office, Social Media, Social Networking
Education
University of Colorado Boulder 2003 — 2008
Brighton Jones November 2013 - Present
Consumer Credit Counseling Service of San Francisco May 2009 - October 2013
UBS January 2008 - July 2008
Skills
Public Speaking, Financial Education, PowerPoint, Credit, Budgets, Account Management, Teaching, Fundraising, Finance, Microsoft Excel, Marketing, Entrepreneurship, Financial Services, Microsoft Office, Social Media, Social Networking
Education
University of Colorado Boulder 2003 — 2008
Victoria J (Tory) Hargrove's UBS Experience March 2015 - Present
Job The Farallon Group at UBS Financial Services Inc
Industry Financial Services
Experience
UBS March 2015 - Present
Morgan Stanley Wealth Management November 1992 - March 2015
UBS September 1987 - February 1992
Education
University of California at Berkeley 1984 — 1987
Bachelors, Political Science
University of Colorado at Boulder 1982 — 1984
UBS March 2015 - Present
Morgan Stanley Wealth Management November 1992 - March 2015
UBS September 1987 - February 1992
Education
University of California at Berkeley 1984 — 1987
Bachelors, Political Science
University of Colorado at Boulder 1982 — 1984
Ritchie Shane's UBS Experience June 2014 - August 2014
Job Summer Associate Aetna
Industry Financial Services
Experience
Aetna June 2015 - Present
UBS June 2014 - August 2014
UBS June 2013 - August 2013
Skills
Teamwork, Communication, Microsoft Word, Organization, Building Relationships, Project Management, Management, Microsoft Excel, Leadership, PowerPoint, Time Management, Event Planning
Education
University of Connecticut - School of Business 2012 — 2016
Finance
New Canaan High School 2008 — 2012
High School Diploma
Aetna June 2015 - Present
UBS June 2014 - August 2014
UBS June 2013 - August 2013
Skills
Teamwork, Communication, Microsoft Word, Organization, Building Relationships, Project Management, Management, Microsoft Excel, Leadership, PowerPoint, Time Management, Event Planning
Education
University of Connecticut - School of Business 2012 — 2016
Finance
New Canaan High School 2008 — 2012
High School Diploma
Stephen S. Huvane Stephen S. Huvane's UBS Experience May 2008 - August 2008
Job Project Manager for Integrated Conveyor Solutions
Industry Machinery
Experience
Precision Automation® Company, Inc. July 2015 - Present
US Army January 2014 - December 2014
US Army June 2013 - January 2014
US Army August 2012 - June 2013
US Army January 2011 - July 2012
UBS May 2008 - August 2008
Skills
Military Operations, Personnel Management, Operations Management, Team Leadership, Training Management, Leadership Development, Performance Reporting, Statistical Data..., Leadership, Microsoft Office, Managing Database, Database Administration, Operational Planning, Military, Training, Military Logistics, Army, Command, Security Clearance, Military Experience, DoD, Force Protection
Education
University of Delaware 2006 — 2010
Bachelor of Science (BS), Finance, minor in Economics
Precision Automation® Company, Inc. July 2015 - Present
US Army January 2014 - December 2014
US Army June 2013 - January 2014
US Army August 2012 - June 2013
US Army January 2011 - July 2012
UBS May 2008 - August 2008
Skills
Military Operations, Personnel Management, Operations Management, Team Leadership, Training Management, Leadership Development, Performance Reporting, Statistical Data..., Leadership, Microsoft Office, Managing Database, Database Administration, Operational Planning, Military, Training, Military Logistics, Army, Command, Security Clearance, Military Experience, DoD, Force Protection
Education
University of Delaware 2006 — 2010
Bachelor of Science (BS), Finance, minor in Economics
Hayes Walker Hayes Walker's UBS Experience August 2011 - May 2012
Job Portfolio Accountant at TD Ameritrade Institutional
Industry Investment Management
Experience
TD Ameritrade Institutional September 2014 - Present
TD Ameritrade Institutional February 2013 - Present
UBS August 2011 - May 2012
Skills
Microsoft Excel, Access, VBA, PowerPoint, Financial Analysis, Equity Research
Education
University of Colorado at Boulder 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
TD Ameritrade Institutional September 2014 - Present
TD Ameritrade Institutional February 2013 - Present
UBS August 2011 - May 2012
Skills
Microsoft Excel, Access, VBA, PowerPoint, Financial Analysis, Equity Research
Education
University of Colorado at Boulder 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Erica Black Erica Black's UBS Experience December 2011 - January 2012
Job Assistant Account Executive at Kirshenbaum Bond Senecal + Partners
Industry Marketing and Advertising
Experience
Kirshenbaum Bond Senecal + Partners May 2014 - Present
Doremus June 2013 - August 2013
Davis & Company January 2013 - February 2013
BNY Mellon June 2012 - August 2012
Brand Adoption November 2011 - May 2012
UBS December 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, HTML, Research, Social Media, Public Speaking, Teamwork, Windows, Database Administration, Leadership, Management, Marketing, Advertising, Social Media Marketing, Marketing Strategy
Education
University of Delaware 2010 — 2014
Mahwah High School 2006 — 2010
Kirshenbaum Bond Senecal + Partners May 2014 - Present
Doremus June 2013 - August 2013
Davis & Company January 2013 - February 2013
BNY Mellon June 2012 - August 2012
Brand Adoption November 2011 - May 2012
UBS December 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, HTML, Research, Social Media, Public Speaking, Teamwork, Windows, Database Administration, Leadership, Management, Marketing, Advertising, Social Media Marketing, Marketing Strategy
Education
University of Delaware 2010 — 2014
Mahwah High School 2006 — 2010
Alexander Rigos Alexander Rigos's UBS Experience February 2011 - July 2011
Job Portfolio Management Officer at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2012 - Present
Bank of America Merrill Lynch June 2012 - Present
Enginetics Aerospace Corp. June 2011 - March 2012
UBS February 2011 - July 2011
Dual Groupe Hospitality June 2010 - August 2010
AXA Equitable May 2010 - August 2010
Education
University of Dayton 2008 — 2012
BSBA, Finance major with accounting minor
Bank of America Merrill Lynch June 2012 - Present
Bank of America Merrill Lynch June 2012 - Present
Enginetics Aerospace Corp. June 2011 - March 2012
UBS February 2011 - July 2011
Dual Groupe Hospitality June 2010 - August 2010
AXA Equitable May 2010 - August 2010
Education
University of Dayton 2008 — 2012
BSBA, Finance major with accounting minor
Alex Chisholm's UBS Experience August 1998 - January 2000
Job Regional Sales Vice President at MetLife
Industry Financial Services
Experience
MetLife November 2014 - Present
USAA June 2009 - October 2014
SunTrust Bank July 2003 - October 2007
Wells Fargo November 2001 - June 2003
Citizens Bank April 2000 - June 2001
UBS August 1998 - January 2000
Foxwoods Resort Casino June 1993 - June 1998
Skills
CWS, Business Strategy, Talent Management, Tactical Planning, Cross-functional Team..., Sales Management, Customer Service, Team Building, Wealth Management, Life Insurance, Investments, Banking, Relationship Management, Financial Services, Insurance, Leadership, Portfolio Management, Retirement Planning, Mutual Funds, Retirement, Series 7
Education
The University of Connecticut 1990 — 1993
BA, Political Science and Business Administration
MetLife November 2014 - Present
USAA June 2009 - October 2014
SunTrust Bank July 2003 - October 2007
Wells Fargo November 2001 - June 2003
Citizens Bank April 2000 - June 2001
UBS August 1998 - January 2000
Foxwoods Resort Casino June 1993 - June 1998
Skills
CWS, Business Strategy, Talent Management, Tactical Planning, Cross-functional Team..., Sales Management, Customer Service, Team Building, Wealth Management, Life Insurance, Investments, Banking, Relationship Management, Financial Services, Insurance, Leadership, Portfolio Management, Retirement Planning, Mutual Funds, Retirement, Series 7
Education
The University of Connecticut 1990 — 1993
BA, Political Science and Business Administration
Barry J. Killian's UBS Experience May 2001 - May 2005
Job President at Killian Financial Group
Industry Financial Services
Experience
Killian Financial Group Volunteer Job CoachCareerPlace ™August 2010 - Present
Killian Financial Group 2010 - Present
AARP 2010 - Present
Wells Fargo Advisors May 2005 - September 2010
UBS May 2001 - May 2005
Merrill Lynch February 1987 - June 2001
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Mutual Funds, Series 7, Insurance, Retirement, Financial Analysis, Coaching, 401k, Asset Allocation, Wealth Management, Portfolio Management, Small Business
Education
University of Dayton 1980 — 1984
Bachelor of Science, Business Administration
Palatine High School 1976 — 1980
Killian Financial Group Volunteer Job CoachCareerPlace ™August 2010 - Present
Killian Financial Group 2010 - Present
AARP 2010 - Present
Wells Fargo Advisors May 2005 - September 2010
UBS May 2001 - May 2005
Merrill Lynch February 1987 - June 2001
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Mutual Funds, Series 7, Insurance, Retirement, Financial Analysis, Coaching, 401k, Asset Allocation, Wealth Management, Portfolio Management, Small Business
Education
University of Dayton 1980 — 1984
Bachelor of Science, Business Administration
Palatine High School 1976 — 1980
Doug Behnfield's UBS Experience June 2009 - Present
Job Senior Vice President Investments at UBS
Industry Financial Services
Experience
UBS June 2009 - Present
Merrill Lynch January 1977 - January 2009
Education
University of Colorado at Boulder
UBS June 2009 - Present
Merrill Lynch January 1977 - January 2009
Education
University of Colorado at Boulder
Dominic Maraglino Dominic Maraglino's UBS Experience May 2011 - August 2011
Job Financial Analyst at Pepperidge Farm
Industry Financial Services
Experience
Pepperidge Farm December 2014 - Present
Acuren June 2014 - December 2014
Interactive Brokers March 2014 - May 2014
Northwestern Mutual June 2013 - December 2013
Tauck World Discovery May 2011 - August 2011
UBS May 2011 - August 2011
Skills
Customer Service, PowerPoint, Excel, Attention To Detail, Word, Study Abroad Programs, Finance, Time Management, Microsoft Excel, Financial Analysis, Data Analysis, Financial Planning, Microsoft Office, Analysis
Education
University of Connecticut 2008 — 2013
Bachelor of Science (B.S.), Finance, General
University of Melbourne 2012 — 2012
N/A, Finance and Financial Management Services, Junior
Pepperidge Farm December 2014 - Present
Acuren June 2014 - December 2014
Interactive Brokers March 2014 - May 2014
Northwestern Mutual June 2013 - December 2013
Tauck World Discovery May 2011 - August 2011
UBS May 2011 - August 2011
Skills
Customer Service, PowerPoint, Excel, Attention To Detail, Word, Study Abroad Programs, Finance, Time Management, Microsoft Excel, Financial Analysis, Data Analysis, Financial Planning, Microsoft Office, Analysis
Education
University of Connecticut 2008 — 2013
Bachelor of Science (B.S.), Finance, General
University of Melbourne 2012 — 2012
N/A, Finance and Financial Management Services, Junior
Anne Masterson's UBS Experience June 2012 - August 2012
Job Sales Assistant at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2015 - Present
UBS Investment Bank August 2013 - Present
Farrells Stout and Steak April 2010 - August 2013
UBS June 2012 - August 2012
Colts Neck Recreation and Camps June 2008 - August 2009
The Parker House May 2007 - August 2007
Skills
Public Speaking, Access, PowerPoint, Bloomberg, Economics, Microsoft Excel, Microsoft Office, Customer Service
Education
The University of Connecticut 2009 — 2013
Business, Finance
UBS Investment Bank January 2015 - Present
UBS Investment Bank August 2013 - Present
Farrells Stout and Steak April 2010 - August 2013
UBS June 2012 - August 2012
Colts Neck Recreation and Camps June 2008 - August 2009
The Parker House May 2007 - August 2007
Skills
Public Speaking, Access, PowerPoint, Bloomberg, Economics, Microsoft Excel, Microsoft Office, Customer Service
Education
The University of Connecticut 2009 — 2013
Business, Finance
Christopher Bellingeri Christopher Bellingeri's UBS Experience September 2011 - September 2013
Job Analyst at Noble Americas Corp.
Industry Financial Services
Experience
Noble Americas Corp. January 2015 - Present
Transition Coordinatior at UBS Investment Bank September 2013 - December 2014
UBS September 2011 - September 2013
Skills
Due Diligence, Microsoft Office, Fixed Income, KYC, Foreign Exchange, Client Services, SharePoint, Onboarding, Sports Coaching, Strategic Planning, Data Analysis, Business Process..., Investment Banking, Dunn & Bradstreet, Microsoft Excel, Process Improvement, Risk Analysis
Education
The University of Connecticut 2007 — 2011
Bachelor's degree, Finance, General
Noble Americas Corp. January 2015 - Present
Transition Coordinatior at UBS Investment Bank September 2013 - December 2014
UBS September 2011 - September 2013
Skills
Due Diligence, Microsoft Office, Fixed Income, KYC, Foreign Exchange, Client Services, SharePoint, Onboarding, Sports Coaching, Strategic Planning, Data Analysis, Business Process..., Investment Banking, Dunn & Bradstreet, Microsoft Excel, Process Improvement, Risk Analysis
Education
The University of Connecticut 2007 — 2011
Bachelor's degree, Finance, General
Andrew Flores's UBS Experience August 2012 - April 2013
Job Andrew
Industry Financial Services
Experience
GE June 2013 - June 2014
UBS August 2012 - April 2013
GENPACT LLC March 2012 - August 2012
Oce North America November 2011 - March 2012
Macy's November 2009 - December 2011
GE Capital Real Estate May 2011 - August 2011
World Wrestling Entertainment January 2011 - May 2011
Skills
PowerPoint, Outlook, SAP, Vlookup, Access, TM1, Macro, Pivot Tables, Visio, Microsoft Word, Warehouse Lending, Business Process..., Certified Green Belt, Pricing Analysis, Corporate FP&A, Revenue Forecasting
Education
University of Connecticut-Stamford 2015 — 2017
Master of Business Administration (MBA), Finance and Real Estate
University of New Haven
Bachelor of Science Finance, Minor Accounting
GE June 2013 - June 2014
UBS August 2012 - April 2013
GENPACT LLC March 2012 - August 2012
Oce North America November 2011 - March 2012
Macy's November 2009 - December 2011
GE Capital Real Estate May 2011 - August 2011
World Wrestling Entertainment January 2011 - May 2011
Skills
PowerPoint, Outlook, SAP, Vlookup, Access, TM1, Macro, Pivot Tables, Visio, Microsoft Word, Warehouse Lending, Business Process..., Certified Green Belt, Pricing Analysis, Corporate FP&A, Revenue Forecasting
Education
University of Connecticut-Stamford 2015 — 2017
Master of Business Administration (MBA), Finance and Real Estate
University of New Haven
Bachelor of Science Finance, Minor Accounting
Frank Moroni's UBS Experience January 1984 - March 2007
Job Chicago Branch & Winnetka Branch Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. March 2008 - Present
Morgan Stanley Smith Barney 2007 - 2008
UBS January 1984 - March 2007
Skills
Recruiting, Financial Advisory, Wealth, Series 7, Series 63, Wealth Management, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Investments, FINRA, Investment Advisory, Alternative Investments, Equities, Strategic Financial..., Asset Managment, Finance, Series 24, Leadership
Education
University of Dayton 1973 — 1976
BA, History, Philsophy
Fenwick High School Oak Park Il
Robert W. Baird & Co. March 2008 - Present
Morgan Stanley Smith Barney 2007 - 2008
UBS January 1984 - March 2007
Skills
Recruiting, Financial Advisory, Wealth, Series 7, Series 63, Wealth Management, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Investments, FINRA, Investment Advisory, Alternative Investments, Equities, Strategic Financial..., Asset Managment, Finance, Series 24, Leadership
Education
University of Dayton 1973 — 1976
BA, History, Philsophy
Fenwick High School Oak Park Il
Sarah Dlubac Sarah Dlubac's UBS Experience July 2013 - Present
Job HR Line Manager Advisor UBS Investment Bank
Industry Human Resources
Experience
UBS July 2013 - Present
UBS May 2012 - Present
UBS Investment Bank September 2010 - May 2012
Allegis Group December 2008 - September 2010
Allegis Group June 2008 - December 2008
Michael Page International June 2007 - May 2008
Hewitt Associates October 2005 - February 2007
Skills
Recruiting, Applicant Tracking..., Sourcing, Human Resources, Management, Event Planning, Credit Cards, Cold Calling, Banking, Talent Acquisition, Executive Search, Talent Management, Onboarding, Financial Services, Screening Resumes, Vendor Management, Temporary Placement, CRM, Performance Management, Organizational..., Change Management, Leadership, Capital Markets, Finance, Interviews
Education
The University of Connecticut 2001 — 2005
BA, Sociology
UBS July 2013 - Present
UBS May 2012 - Present
UBS Investment Bank September 2010 - May 2012
Allegis Group December 2008 - September 2010
Allegis Group June 2008 - December 2008
Michael Page International June 2007 - May 2008
Hewitt Associates October 2005 - February 2007
Skills
Recruiting, Applicant Tracking..., Sourcing, Human Resources, Management, Event Planning, Credit Cards, Cold Calling, Banking, Talent Acquisition, Executive Search, Talent Management, Onboarding, Financial Services, Screening Resumes, Vendor Management, Temporary Placement, CRM, Performance Management, Organizational..., Change Management, Leadership, Capital Markets, Finance, Interviews
Education
The University of Connecticut 2001 — 2005
BA, Sociology
Brian Heitkamp Brian Heitkamp's UBS Experience 2000 - 2002
Job Chief Operating Officer at CityWide Development Corporation
Industry Nonprofit Organization Management
Experience
CityWide Development Corporation 2002 - Present
UBS 2000 - 2002
Fifth Third Bank 1999 - 2000
Skills
Financial Analysis, Economic Development, Leadership, Public Speaking, Team Building, Portfolio Management, Budgets, Marketing Strategy, Management, Entrepreneurship, Business Development, Loans, Finance, Commercial Lending, Strategic Planning, Small Business
Education
University of Dayton 1995 — 1999
Bachelors, Finance
CityWide Development Corporation 2002 - Present
UBS 2000 - 2002
Fifth Third Bank 1999 - 2000
Skills
Financial Analysis, Economic Development, Leadership, Public Speaking, Team Building, Portfolio Management, Budgets, Marketing Strategy, Management, Entrepreneurship, Business Development, Loans, Finance, Commercial Lending, Strategic Planning, Small Business
Education
University of Dayton 1995 — 1999
Bachelors, Finance
Karen Tejeda's UBS Experience November 2012 - April 2014
Job Executive Assistant to Chief Human Resources Officer at XL Catlin
Industry Insurance
Experience
XL Catlin April 2014 - Present
UBS November 2012 - April 2014
UBS Investment Bank July 2011 - November 2012
PwC 2008 - 2011
Anheuser-Busch InBev 2005 - 2007
Heineken USA March 2004 - August 2005
Skills
Heavy Calendaring, Concur, T&E, Travel Planning, Global Travel Management, Event Management, Event Planning, Business Service..., Business Travel, CRM databases, Invoice Processing, Accurate Record Keeping, Work Under Minimal..., Pay Close Attention to..., Resourceful..., Adaptable to Changes, Great communications..., Enthusiasm to learn, Positive Can-do Attitude, Highly resourceful, Superior Work Ethic, Highly Reliable, Lotus Notes, Outlook, Calendars, Office Management
Education
The University of Connecticut 1999 — 2003
Bachelor of Science, Business Administration
XL Catlin April 2014 - Present
UBS November 2012 - April 2014
UBS Investment Bank July 2011 - November 2012
PwC 2008 - 2011
Anheuser-Busch InBev 2005 - 2007
Heineken USA March 2004 - August 2005
Skills
Heavy Calendaring, Concur, T&E, Travel Planning, Global Travel Management, Event Management, Event Planning, Business Service..., Business Travel, CRM databases, Invoice Processing, Accurate Record Keeping, Work Under Minimal..., Pay Close Attention to..., Resourceful..., Adaptable to Changes, Great communications..., Enthusiasm to learn, Positive Can-do Attitude, Highly resourceful, Superior Work Ethic, Highly Reliable, Lotus Notes, Outlook, Calendars, Office Management
Education
The University of Connecticut 1999 — 2003
Bachelor of Science, Business Administration
Bill Warshawer's UBS Experience January 2015 - Present
Job Experienced corporate equity benefit professional
Industry Financial Services
Experience
UBS January 2015 - Present
Computershare April 2010 - December 2014
E*TRADE Financial June 2009 - March 2010
E*TRADE Financial February 2009 - June 2009
E*TRADE Financial October 2008 - February 2009
E*TRADE Financial August 2007 - October 2008
UBS July 2006 - July 2007
Computershare January 2002 - July 2006
ChaseMellon 2000 - 2000
Skills
Account Management, Administration, Banking, Business Analysis, Business Requirements, CRM, Call Centers, Consulting, Contract Negotiation, Customer Satisfaction, Customer Service, Databases, Enterprise Software, Financial Analysis, Equities, Fixed Income, Financial Services, Management, Investments, Negotiation, Options, Mutual Funds, Portfolio Management, Process Improvement, Product Management, Project Management, Project Planning, Product Development, Relationship Management, Requirements Analysis, Risk Management, SDLC, Securities, Series 63, Security, Series 7, Software Documentation, Strategic Planning, Team Building, System Administration, Testing, Time Management, Training, Troubleshooting, Wealth Management, Vendor Management, Corporate Actions
Education
University of Delaware
Bachelor of Arts, History Education
UBS January 2015 - Present
Computershare April 2010 - December 2014
E*TRADE Financial June 2009 - March 2010
E*TRADE Financial February 2009 - June 2009
E*TRADE Financial October 2008 - February 2009
E*TRADE Financial August 2007 - October 2008
UBS July 2006 - July 2007
Computershare January 2002 - July 2006
ChaseMellon 2000 - 2000
Skills
Account Management, Administration, Banking, Business Analysis, Business Requirements, CRM, Call Centers, Consulting, Contract Negotiation, Customer Satisfaction, Customer Service, Databases, Enterprise Software, Financial Analysis, Equities, Fixed Income, Financial Services, Management, Investments, Negotiation, Options, Mutual Funds, Portfolio Management, Process Improvement, Product Management, Project Management, Project Planning, Product Development, Relationship Management, Requirements Analysis, Risk Management, SDLC, Securities, Series 63, Security, Series 7, Software Documentation, Strategic Planning, Team Building, System Administration, Testing, Time Management, Training, Troubleshooting, Wealth Management, Vendor Management, Corporate Actions
Education
University of Delaware
Bachelor of Arts, History Education
Courtney Walsh's UBS Experience May 2005 - December 2014
Job Real Estate Accounting Manager at Omnicom
Industry Accounting
Experience
Omnicom December 2014 - Present
UBS May 2005 - December 2014
Pitney Bowes October 2000 - May 2005
Skills
Account Reconciliation, Accounting, Analysis, Forecasting, Payroll, Sarbanes-Oxley Act, Finance, Cash Flow, Internal Controls, Process Improvement, Financial Statements
Education
The University of Connecticut 1997 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Omnicom December 2014 - Present
UBS May 2005 - December 2014
Pitney Bowes October 2000 - May 2005
Skills
Account Reconciliation, Accounting, Analysis, Forecasting, Payroll, Sarbanes-Oxley Act, Finance, Cash Flow, Internal Controls, Process Improvement, Financial Statements
Education
The University of Connecticut 1997 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Ed Ludwig's UBS Experience September 1997 - May 2000
Job CFO & CCO at BlueSpruce Investments, LP
Industry Investment Management
Experience
BlueSpruce LP February 2013 - Present
Copia Capital November 2009 - February 2013
L-SAI August 2008 - February 2009
GlobeOp Financial Services LLC February 2002 - March 2008
SAC Capital May 2000 - July 2001
UBS September 1997 - May 2000
Skills
Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Equities, Private Equity, Bloomberg, Derivatives, Capital Markets, Financial Modeling, Due Diligence
Education
University of Connecticut 2002 — 2007
BlueSpruce LP February 2013 - Present
Copia Capital November 2009 - February 2013
L-SAI August 2008 - February 2009
GlobeOp Financial Services LLC February 2002 - March 2008
SAC Capital May 2000 - July 2001
UBS September 1997 - May 2000
Skills
Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Equities, Private Equity, Bloomberg, Derivatives, Capital Markets, Financial Modeling, Due Diligence
Education
University of Connecticut 2002 — 2007
Brooke Pack's UBS Experience May 2014 - January 2015
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
UBS May 2014 - January 2015
Fidelity Investments May 2012 - May 2014
Fidelity Investments January 2011 - May 2012
Fidelity Investments May 2009 - December 2010
Fidelity Investments August 2007 - May 2009
JP Morgan Chase May 2005 - August 2007
Skills
Series 7, Series 66, Series 9/10
Education
University of Colorado at Denver 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Fidelity Investments February 2015 - Present
UBS May 2014 - January 2015
Fidelity Investments May 2012 - May 2014
Fidelity Investments January 2011 - May 2012
Fidelity Investments May 2009 - December 2010
Fidelity Investments August 2007 - May 2009
JP Morgan Chase May 2005 - August 2007
Skills
Series 7, Series 66, Series 9/10
Education
University of Colorado at Denver 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Anthony DeSantis's UBS Experience August 2010 - March 2014
Job Program Director at LivePerson
Industry Financial Services
Experience
LivePerson April 2014 - Present
UBS August 2010 - March 2014
UBS Wealth Management September 2006 - June 2010
CGI August 2005 - September 2006
MPI Professionals 2004 - 2005
Deutsche Bank 2001 - 2003
Deloitte & Touche 1997 - 2001
KPMG October 1995 - October 1997
KPMG Peat Marwick October 1995 - October 1997
Skills
Business Analysis, SDLC, Fixed Income, Equities, Vendor Management, Financial Services, Risk Management, PMO, Business Process..., Program Management, Project Management, Wealth Management, Portfolio Management, Project Portfolio..., IT Strategy, Requirements Gathering
Education
University of Colorado Boulder 1991 — 1995
BS, Information Systems
University of Colorado Boulder - Leeds School of Business 1991 — 1995
LivePerson April 2014 - Present
UBS August 2010 - March 2014
UBS Wealth Management September 2006 - June 2010
CGI August 2005 - September 2006
MPI Professionals 2004 - 2005
Deutsche Bank 2001 - 2003
Deloitte & Touche 1997 - 2001
KPMG October 1995 - October 1997
KPMG Peat Marwick October 1995 - October 1997
Skills
Business Analysis, SDLC, Fixed Income, Equities, Vendor Management, Financial Services, Risk Management, PMO, Business Process..., Program Management, Project Management, Wealth Management, Portfolio Management, Project Portfolio..., IT Strategy, Requirements Gathering
Education
University of Colorado Boulder 1991 — 1995
BS, Information Systems
University of Colorado Boulder - Leeds School of Business 1991 — 1995
Benny Torres Sanchez's UBS Experience March 2013 - Present
Job Vice President at UBS
Industry Financial Services
Experience
UBS March 2013 - Present
Barclays September 2008 - March 2013
Lehman Brothers August 2003 - September 2008
Deloitte and Touche January 2000 - August 2001
GE Capital January 1997 - December 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
University of Connecticut 1992 — 1996
BS, Finance
Staples High School 1988 — 1992
UBS March 2013 - Present
Barclays September 2008 - March 2013
Lehman Brothers August 2003 - September 2008
Deloitte and Touche January 2000 - August 2001
GE Capital January 1997 - December 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
University of Connecticut 1992 — 1996
BS, Finance
Staples High School 1988 — 1992
Christopher CastellI's UBS Experience September 2009 - November 2012
Job Emerging Market Corporate Trader at Barclays
Industry Financial Services
Experience
Barclays February 2013 - Present
UBS September 2009 - November 2012
ICAP October 2008 - September 2009
Bear Stearns May 2002 - June 2008
Societe Generale September 2000 - May 2002
Education
The University of Connecticut 1996 — 2000
B.S. of Physics, Physics & Math
Barclays February 2013 - Present
UBS September 2009 - November 2012
ICAP October 2008 - September 2009
Bear Stearns May 2002 - June 2008
Societe Generale September 2000 - May 2002
Education
The University of Connecticut 1996 — 2000
B.S. of Physics, Physics & Math
Carrie (Bancroft) Natonek's UBS Experience April 2006 - June 2011
Job Senior Private Wealth Associate
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
UBS April 2006 - June 2011
Skills
Series 7, Banking, Finance, Financial Analysis, Portfolio Management, Strategic Planning, Asset Management, Equities, Investments, Financial Modeling, Project Management
Education
University of Colorado Boulder 2000 — 2004
Merrill Lynch July 2011 - Present
UBS April 2006 - June 2011
Skills
Series 7, Banking, Finance, Financial Analysis, Portfolio Management, Strategic Planning, Asset Management, Equities, Investments, Financial Modeling, Project Management
Education
University of Colorado Boulder 2000 — 2004
Beth Selig's UBS Experience September 2009 - November 2010
Job Vice President at Société Générale
Industry Financial Services
Experience
Société Générale October 2013 - Present
Barclays Capital December 2010 - October 2013
UBS September 2009 - November 2010
UBS August 2006 - September 2009
Skills
Equities, FX, Prime Brokerage, Business Analysis, Outsourcing, Settlements, Change Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
University of Connecticut 1996 — 2001
BS, Int'l Business
University of Connecticut 1996 — 2001
BA, German Literature
Société Générale October 2013 - Present
Barclays Capital December 2010 - October 2013
UBS September 2009 - November 2010
UBS August 2006 - September 2009
Skills
Equities, FX, Prime Brokerage, Business Analysis, Outsourcing, Settlements, Change Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
University of Connecticut 1996 — 2001
BS, Int'l Business
University of Connecticut 1996 — 2001
BA, German Literature
Craig Rudes's UBS Experience March 2012 - Present
Job IT Project Manager at UBS
Industry Program Development
Experience
UBS March 2012 - Present
CDR Advisors Inc February 2012 - Present
UBS August 2010 - March 2012
Adecco January 2007 - August 2010
Adecco October 2007 - July 2010
Delphi Real Estate January 2005 - December 2007
Mara & Company January 2005 - December 2007
Skills
Management, Budgets
Education
The University of Connecticut 2002 — 2004
Bachelor of Arts, Philosophy
New York Institute of Technology
Masters, Business Administration
UBS March 2012 - Present
CDR Advisors Inc February 2012 - Present
UBS August 2010 - March 2012
Adecco January 2007 - August 2010
Adecco October 2007 - July 2010
Delphi Real Estate January 2005 - December 2007
Mara & Company January 2005 - December 2007
Skills
Management, Budgets
Education
The University of Connecticut 2002 — 2004
Bachelor of Arts, Philosophy
New York Institute of Technology
Masters, Business Administration
Sapan Gujral's UBS Experience 2000 - 2000
Job Sr. Client Relationship Manager at Financial Tracking Technologies, LLC
Industry Market Research
Experience
Financial Tracking Technologies, LLC August 2010 - Present
Greenwich Associates May 2006 - November 2008
FactSet Research Systems 2004 - 2006
Thomson Reuters 2001 - 2004
UBS 2000 - 2000
UNILEVER 1999 - 2000
Skills
Market Research, Data Analysis, Bloomberg, Equities, Financial Modeling, Fixed Income, Hedge Funds, Valuation, Capital Markets, Financial Services, Analytics, Competitive Analysis, Financial Analysis, Analysis, Financial Markets
Education
The University of Connecticut 1996 — 2000
Bachelor's Degree, Finance, General
Financial Tracking Technologies, LLC August 2010 - Present
Greenwich Associates May 2006 - November 2008
FactSet Research Systems 2004 - 2006
Thomson Reuters 2001 - 2004
UBS 2000 - 2000
UNILEVER 1999 - 2000
Skills
Market Research, Data Analysis, Bloomberg, Equities, Financial Modeling, Fixed Income, Hedge Funds, Valuation, Capital Markets, Financial Services, Analytics, Competitive Analysis, Financial Analysis, Analysis, Financial Markets
Education
The University of Connecticut 1996 — 2000
Bachelor's Degree, Finance, General
Cooper Porter's UBS Experience July 2005 - March 2013
Job Senior Software Engineer at Prediction Company
Industry Financial Services
Experience
Millennium Group March 2013 - Present
UBS July 2005 - March 2013
UBS Investment Bank June 2005 - March 2013
Prediction Company July 2005 - March 2008
Skills
Trading Systems, Sybase, SQL, Unix, Electronic Trading, Java, Software Development, Shell Scripting, Linux, Solaris, Unix Shell Scripting, Python, CVS, Market Data, Bash, C++, Algorithms, XML, Database Design, Distributed Systems, Oracle, Agile Methodologies, Software Engineering, Databases, Perl, System Architecture, Software Design, High Performance..., Operating Systems, Programming
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Science (B.S.), Computer Science
University of Colorado at Boulder 2001 — 2005
Bachelor of Science (B.S.), Computer Science
Millennium Group March 2013 - Present
UBS July 2005 - March 2013
UBS Investment Bank June 2005 - March 2013
Prediction Company July 2005 - March 2008
Skills
Trading Systems, Sybase, SQL, Unix, Electronic Trading, Java, Software Development, Shell Scripting, Linux, Solaris, Unix Shell Scripting, Python, CVS, Market Data, Bash, C++, Algorithms, XML, Database Design, Distributed Systems, Oracle, Agile Methodologies, Software Engineering, Databases, Perl, System Architecture, Software Design, High Performance..., Operating Systems, Programming
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Science (B.S.), Computer Science
University of Colorado at Boulder 2001 — 2005
Bachelor of Science (B.S.), Computer Science
Karin Edwards's UBS Experience April 2007 - September 2011
Job Returned Peace Corps Volunteer, China 201315
Industry International Affairs
Experience
Peace Corps July 2013 - July 2015
UBS April 2007 - September 2011
UBS March 2006 - April 2007
UBS June 1999 - March 2006
ManpowerGroup 1997 - 1999
Barr & LaCava, Attorneys at Law 1993 - 1995
Skills
ESL, International Relations, Event Planning, Teaching, Program Management, Event Management, Diversity & Inclusion, Non-profit Volunteer, Cultural Awareness, Teaching English as a..., Nonprofits, Youth Mentoring, Public Speaking, Adventure Travel, Youth Work, Leisure Travel, Travel Writing, Volunteer Recruiting, Language Teaching, Volunteering, Community Outreach, Intercultural..., Research, Leadership, Training, Management, Editing, Writing
Education
Norwalk Technical College
Associate of Science (A.S.), Legal Assistant/Paralegal
University of Connecticut-Stamford
Bachelor of Science (B.S.), General Studies: Corporate and Organizational Studies
Peace Corps July 2013 - July 2015
UBS April 2007 - September 2011
UBS March 2006 - April 2007
UBS June 1999 - March 2006
ManpowerGroup 1997 - 1999
Barr & LaCava, Attorneys at Law 1993 - 1995
Skills
ESL, International Relations, Event Planning, Teaching, Program Management, Event Management, Diversity & Inclusion, Non-profit Volunteer, Cultural Awareness, Teaching English as a..., Nonprofits, Youth Mentoring, Public Speaking, Adventure Travel, Youth Work, Leisure Travel, Travel Writing, Volunteer Recruiting, Language Teaching, Volunteering, Community Outreach, Intercultural..., Research, Leadership, Training, Management, Editing, Writing
Education
Norwalk Technical College
Associate of Science (A.S.), Legal Assistant/Paralegal
University of Connecticut-Stamford
Bachelor of Science (B.S.), General Studies: Corporate and Organizational Studies
Salvatore Polletta's UBS Experience September 2009 - Present
Job Product Manager, Unified Communications at UBS
Industry Information Technology and Services
Experience
UBS September 2009 - Present
UBS March 2008 - August 2009
UBS October 2002 - February 2008
UBS June 2001 - September 2002
Raytheon August 1999 - May 2001
Skills
Communication Skills, Unified Communications, Product Management, Business Analysis, P&L Budget Management, Vendor Management, IT Strategy, Strategic Planning, Enterprise Architecture, Integration, Risk Management, IT Management, Service Delivery, Team Building, Team Leadership, SDLC, Perl, Compliance, Software Project..., Disaster Recovery, Project Management, P&L Management, Program Management, IT Service Management, ITIL
Education
The University of Connecticut 1995 — 1999
Bachelor of Science (B.S.), Computer Science and Engineering
UBS September 2009 - Present
UBS March 2008 - August 2009
UBS October 2002 - February 2008
UBS June 2001 - September 2002
Raytheon August 1999 - May 2001
Skills
Communication Skills, Unified Communications, Product Management, Business Analysis, P&L Budget Management, Vendor Management, IT Strategy, Strategic Planning, Enterprise Architecture, Integration, Risk Management, IT Management, Service Delivery, Team Building, Team Leadership, SDLC, Perl, Compliance, Software Project..., Disaster Recovery, Project Management, P&L Management, Program Management, IT Service Management, ITIL
Education
The University of Connecticut 1995 — 1999
Bachelor of Science (B.S.), Computer Science and Engineering
Trevor Seelye, CFA's UBS Experience March 2004 - May 2006
Job Analyst at Gideon Asset Management
Industry Investment Management
Experience
Gideon Asset Management April 2014 - Present
Kodiak Oil & Gas, Inc. July 2013 - April 2014
Wells Fargo Securities March 2010 - July 2013
Janus Capital Group May 2006 - March 2010
UBS March 2004 - May 2006
Skills
Valuation, Financial Analysis, Finance, Financial Modeling, Equity Research, Equities, Strategic Financial..., Corporate Finance, Fixed Income, Analysis, Capital Markets, Investments, Investor Relations, Asset Management, Investment Management, Portfolio Management, Hedge Funds, Long/Short Equity, Relative Value, Financial Planning, Financial Reporting, Due Diligence, Bloomberg, Forecasting
Education
University of Denver 2008 — 2010
Master of Science, Finance
University of Colorado Boulder 1998 — 2003
BA, International Economics
Gideon Asset Management April 2014 - Present
Kodiak Oil & Gas, Inc. July 2013 - April 2014
Wells Fargo Securities March 2010 - July 2013
Janus Capital Group May 2006 - March 2010
UBS March 2004 - May 2006
Skills
Valuation, Financial Analysis, Finance, Financial Modeling, Equity Research, Equities, Strategic Financial..., Corporate Finance, Fixed Income, Analysis, Capital Markets, Investments, Investor Relations, Asset Management, Investment Management, Portfolio Management, Hedge Funds, Long/Short Equity, Relative Value, Financial Planning, Financial Reporting, Due Diligence, Bloomberg, Forecasting
Education
University of Denver 2008 — 2010
Master of Science, Finance
University of Colorado Boulder 1998 — 2003
BA, International Economics
Terence Carroll's UBS Experience 1998 - 2000
Job Director Citi
Industry Financial Services
Experience
Citi November 2008 - Present
Citigroup 2005 - 2008
Prudential Financial 2000 - 2005
UBS 1998 - 2000
Skills
Hedge Funds, Asset Managment, Alternative Investments, Portfolio Management, Investments, Equities, Financial Services, Fixed Income, Wealth Management, Securities, Mutual Funds, Risk Management, Bloomberg, Transaction Processing, Financial Modeling
Education
The University of Connecticut 1984 — 1988
Bachelor of Arts (B.A.), Economics
Citi November 2008 - Present
Citigroup 2005 - 2008
Prudential Financial 2000 - 2005
UBS 1998 - 2000
Skills
Hedge Funds, Asset Managment, Alternative Investments, Portfolio Management, Investments, Equities, Financial Services, Fixed Income, Wealth Management, Securities, Mutual Funds, Risk Management, Bloomberg, Transaction Processing, Financial Modeling
Education
The University of Connecticut 1984 — 1988
Bachelor of Arts (B.A.), Economics
Mike Stufano's UBS Experience July 2007 - June 2008
Job Finance Manager
Industry Financial Services
Experience
Bridgewater Associates September 2008 - June 2009
UBS July 2007 - June 2008
Scottrade August 2006 - July 2007
Education
University of Connecticut 2003 — 2007
BA, Economics/Finance
Bridgewater Associates September 2008 - June 2009
UBS July 2007 - June 2008
Scottrade August 2006 - July 2007
Education
University of Connecticut 2003 — 2007
BA, Economics/Finance
Barry Hurewitz's UBS Experience December 2013 - Present
Job COO Investment Research Division, Managing Director
Industry Financial Services
Experience
UBS December 2013 - Present
Morgan Stanley May 2000 - December 2013
Time Warner 1997 - 2000
McKinsey & Company 1995 - 1997
Skills
Equities, Equity Research, Series 7, Strategy, Financial Services, Business Strategy, Financial Analysis, Capital Markets, Business Analysis, Banking, Financial Markets, Financial Modeling, Investment Banking, Investments, Securities
Education
Harvard Business School 1993 — 1995
MBA, General Management
University of Connecticut 1986 — 1990
BS, Business and Finance
UBS December 2013 - Present
Morgan Stanley May 2000 - December 2013
Time Warner 1997 - 2000
McKinsey & Company 1995 - 1997
Skills
Equities, Equity Research, Series 7, Strategy, Financial Services, Business Strategy, Financial Analysis, Capital Markets, Business Analysis, Banking, Financial Markets, Financial Modeling, Investment Banking, Investments, Securities
Education
Harvard Business School 1993 — 1995
MBA, General Management
University of Connecticut 1986 — 1990
BS, Business and Finance
Morey Perlmutter, CIMA's UBS Experience February 2005 - Present
Job Senior Vice President, Wealth Management at UBS
Industry Financial Services
Experience
UBS February 2005 - Present
Merrill Lynch June 1994 - January 2005
Education
University of Colorado Boulder 1990 — 1994
UBS February 2005 - Present
Merrill Lynch June 1994 - January 2005
Education
University of Colorado Boulder 1990 — 1994
Ray Wamser's UBS Experience May 2010 - Present
Job Associate Director at UBS
Industry Investment Banking
Experience
UBS May 2010 - Present
UBS Investment Bank September 2004 - April 2010
JP Morgan Chase January 2002 - August 2004
JPMorgan Chase May 1999 - January 2002
New York Board of Trade December 1992 - April 1999
Bridgewater Associates January 1985 - August 1992
Skills
Risk Management, Derivatives, Equities, Investment Banking, Fixed Income
Education
University of Connecticut 1982 — 1986
Bachelor of Arts, Economics
UBS May 2010 - Present
UBS Investment Bank September 2004 - April 2010
JP Morgan Chase January 2002 - August 2004
JPMorgan Chase May 1999 - January 2002
New York Board of Trade December 1992 - April 1999
Bridgewater Associates January 1985 - August 1992
Skills
Risk Management, Derivatives, Equities, Investment Banking, Fixed Income
Education
University of Connecticut 1982 — 1986
Bachelor of Arts, Economics
Danielle Westling's UBS Experience August 2002 - July 2010
Job Associate Director at UBS
Industry Human Resources
Experience
UBS Investment Bank October 2012 - December 2013
UBS August 2002 - July 2010
Gartner July 2000 - August 2002
Skills
Social Media, Marketing Communications, Project Management, Analytics, Digital Marketing, Vendor Management, Leadership, Strategy, Management, Business Analysis, Business Transformation, Human Resources, Data Analysis, Consulting, Management Consulting, Change Management, Program Management, Financial Services, Talent Management
Education
University of Connecticut 1997 — 2000
Lyme-Old Lyme High School 1991 — 1995
UBS Investment Bank October 2012 - December 2013
UBS August 2002 - July 2010
Gartner July 2000 - August 2002
Skills
Social Media, Marketing Communications, Project Management, Analytics, Digital Marketing, Vendor Management, Leadership, Strategy, Management, Business Analysis, Business Transformation, Human Resources, Data Analysis, Consulting, Management Consulting, Change Management, Program Management, Financial Services, Talent Management
Education
University of Connecticut 1997 — 2000
Lyme-Old Lyme High School 1991 — 1995
Tim Beeber's UBS Experience September 2000 - March 2001
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Knights of Columbus September 2008 - Present
Westcon February 2008 - June 2008
Bridgewater Associates May 2007 - January 2008
NYFIX April 2006 - February 2007
Pernod Ricard July 2005 - March 2006
Waterworks October 2004 - March 2006
General Atlantic Partners April 2005 - July 2005
Bristol Technology July 2003 - August 2004
Oxford Health Plans 2001 - 2002
UBS September 2000 - March 2001
Education
University of Connecticut 1984 — 1988
BS CSE, Computer Science and Engineering
Knights of Columbus September 2008 - Present
Westcon February 2008 - June 2008
Bridgewater Associates May 2007 - January 2008
NYFIX April 2006 - February 2007
Pernod Ricard July 2005 - March 2006
Waterworks October 2004 - March 2006
General Atlantic Partners April 2005 - July 2005
Bristol Technology July 2003 - August 2004
Oxford Health Plans 2001 - 2002
UBS September 2000 - March 2001
Education
University of Connecticut 1984 — 1988
BS CSE, Computer Science and Engineering
Robert Forsyth's UBS Experience January 1977 - January 1980
Job Chief Investment Officer at Gramatan Capital
Industry Capital Markets
Experience
Gramatan Capital April 2007 - Present
Charles Schwab September 2005 - March 2007
Madison Trading LLC March 2004 - July 2005
Opus Trading/Schonfeld Securities 1996 - 2003
ANZ Investment Bank 1980 - 1995
UBS January 1977 - January 1980
Skills
New Business Development, Portfolio Management, Equities, Derivatives, Risk Management, Trading, Financial Markets, Foreign Exchange
Education
University of Colorado Boulder 1972 — 1976
BA, Economics
schreiber hs
Gramatan Capital April 2007 - Present
Charles Schwab September 2005 - March 2007
Madison Trading LLC March 2004 - July 2005
Opus Trading/Schonfeld Securities 1996 - 2003
ANZ Investment Bank 1980 - 1995
UBS January 1977 - January 1980
Skills
New Business Development, Portfolio Management, Equities, Derivatives, Risk Management, Trading, Financial Markets, Foreign Exchange
Education
University of Colorado Boulder 1972 — 1976
BA, Economics
schreiber hs
Peter Mobberley's UBS Experience April 2010 - March 2012
Job Director at Axonic Capital LLC
Industry Investment Management
Experience
Axonic Capital LLC April 2014 - Present
Corbin Capital Partners March 2012 - March 2014
UBS April 2010 - March 2012
UBS May 2008 - April 2010
UBS September 2006 - April 2008
Skills
Series 7, Hedge Funds, Alternative Investments, Equities, Asset Allocation, Fixed Income, Bloomberg, Mutual Funds, Wealth Management, Series 63, Asset Managment, Investments
Education
University of Colorado Boulder 2001 — 2005
BA, Political Science, Economics
Upper St Clair
Axonic Capital LLC April 2014 - Present
Corbin Capital Partners March 2012 - March 2014
UBS April 2010 - March 2012
UBS May 2008 - April 2010
UBS September 2006 - April 2008
Skills
Series 7, Hedge Funds, Alternative Investments, Equities, Asset Allocation, Fixed Income, Bloomberg, Mutual Funds, Wealth Management, Series 63, Asset Managment, Investments
Education
University of Colorado Boulder 2001 — 2005
BA, Political Science, Economics
Upper St Clair
Andrew Kleinberg's UBS Experience 2000 - 2008
Job Partner Axiom Capital Corporation
Industry Real Estate
Experience
Axiom Capital Corporation May 2008 - Present
UBS 2000 - 2008
CIBC World Markets March 1997 - March 2000
AIG Global Real Estate Investment Corp. 1992 - 1997
Education
University of Colorado Boulder - Leeds School of Business 1974 — 1978
BS, Accounting
Axiom Capital Corporation May 2008 - Present
UBS 2000 - 2008
CIBC World Markets March 1997 - March 2000
AIG Global Real Estate Investment Corp. 1992 - 1997
Education
University of Colorado Boulder - Leeds School of Business 1974 — 1978
BS, Accounting
Richard Chip Cobb's UBS Experience October 2001 - May 2009
Job Senior Vice President BMT Asset Mgmt. at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company May 2009 - Present
UBS October 2001 - May 2009
Wheat First Butcher Singer May 1995 - October 2001
Skills
Investments, Series 7, Asset Allocation, Strategic Planning, Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Investment Strategies, Investment Advisory, Retirement Planning, Portfolio Management, Securities, ETFs, Wealth Management..., Equities, Estate Planning, Strategic Financial..., Fixed Income, Investment Management, Series 63, High Net Worth...
Education
University of Delaware 1988 — 1992
BS, Economics
Upper St. Clair High School 1984 — 1988
The Bryn Mawr Trust Company May 2009 - Present
UBS October 2001 - May 2009
Wheat First Butcher Singer May 1995 - October 2001
Skills
Investments, Series 7, Asset Allocation, Strategic Planning, Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Investment Strategies, Investment Advisory, Retirement Planning, Portfolio Management, Securities, ETFs, Wealth Management..., Equities, Estate Planning, Strategic Financial..., Fixed Income, Investment Management, Series 63, High Net Worth...
Education
University of Delaware 1988 — 1992
BS, Economics
Upper St. Clair High School 1984 — 1988
Michael Berkemeier's UBS Experience February 1999 - December 2001
Job Regional Director, Advanced Planning at Thomas Brady & Associates
Industry Financial Services
Experience
Thomas Brady & Associates November 2012 - Present
Strategies Wealth Advisors January 2001 - Present
UBS February 1999 - December 2001
PaineWebber 1998 - 1999
Skills
Strategic Financial..., Estate Planning, Business Planning, Life Insurance, Asset Management, Financial Advisory, Investment Strategies, Qualified Retirement..., Business Continuity..., Deferred Compensation, Cash Balance Plans, Life Insurance Analysis
Education
University of Dayton 1997 — 2001
Bachelors, Marketing / Finance
Thomas Brady & Associates November 2012 - Present
Strategies Wealth Advisors January 2001 - Present
UBS February 1999 - December 2001
PaineWebber 1998 - 1999
Skills
Strategic Financial..., Estate Planning, Business Planning, Life Insurance, Asset Management, Financial Advisory, Investment Strategies, Qualified Retirement..., Business Continuity..., Deferred Compensation, Cash Balance Plans, Life Insurance Analysis
Education
University of Dayton 1997 — 2001
Bachelors, Marketing / Finance
Jay Paul Santangelo,CIMA's UBS Experience Vice President - InvestmentsPiper JaffrayDecember 1995 - April 2005
Job Vice President Investments, Wealth Advisor
Industry Financial Services
Experience
UBS Vice President - InvestmentsPiper JaffrayDecember 1995 - April 2005
Education
University of Colorado Boulder 1986 — 1990
B.S, Finance
UBS Vice President - InvestmentsPiper JaffrayDecember 1995 - April 2005
Education
University of Colorado Boulder 1986 — 1990
B.S, Finance
Brett Goldberg's UBS Experience July 2008 - Present
Job Vice President Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS July 2008 - Present
Merrill Lynch September 2001 - July 2008
Education
University of Colorado Colorado Springs 1978 — 1982
BS, Business Administration and Entreprenualship
UBS July 2008 - Present
Merrill Lynch September 2001 - July 2008
Education
University of Colorado Colorado Springs 1978 — 1982
BS, Business Administration and Entreprenualship
Mary Catherine Mortell, CFA's UBS Experience 2006 - 2007
Job Vice President Client Relationship Manager at Tradewinds Global Investors, LLC
Industry Financial Services
Experience
Tradewinds Global Investors, LLC March 2012 - Present
Tradewinds Global Investors October 2010 - April 2012
Nuveen Investments September 2007 - October 2010
UBS 2006 - 2007
Kirkland and Ellis 2005 - 2006
Skills
Alternative Investments, Mutual Funds, Series 7, Securities, Asset Managment
Education
Loyola University Rome 2002 — 2003
Loyola Academy
University of Colorado Boulder
BA, Philosophy
Tradewinds Global Investors, LLC March 2012 - Present
Tradewinds Global Investors October 2010 - April 2012
Nuveen Investments September 2007 - October 2010
UBS 2006 - 2007
Kirkland and Ellis 2005 - 2006
Skills
Alternative Investments, Mutual Funds, Series 7, Securities, Asset Managment
Education
Loyola University Rome 2002 — 2003
Loyola Academy
University of Colorado Boulder
BA, Philosophy
Joseph Pasquino's UBS Experience December 2008 - April 2009
Job
Industry Venture Capital & Private Equity
Experience
KKR May 2011 - Present
General Electric January 2010 - December 2010
UBS December 2008 - April 2009
Skills
Financial Analysis, Due Diligence, Corporate Finance, Financial Modeling, Valuation
Education
University of Connecticut 2004 — 2008
BA, Economics
KKR May 2011 - Present
General Electric January 2010 - December 2010
UBS December 2008 - April 2009
Skills
Financial Analysis, Due Diligence, Corporate Finance, Financial Modeling, Valuation
Education
University of Connecticut 2004 — 2008
BA, Economics
Shane A. Noel's UBS Experience June 2009 - May 2010
Job Fast Lubes Analyst at Shell
Industry Oil & Energy
Experience
Shell September 2015 - Present
Shell February 2014 - September 2015
Shell Oil Company June 2012 - February 2014
Siemens Venezuela May 2011 - July 2011
University of Colorado at Boulder January 2010 - May 2010
UBS June 2009 - May 2010
University of Colorado October 2008 - May 2009
Skills
Economics, Finance, Investments, Spanish, PowerPoint, International Marketing, Currency Exchange, Derivatives, Energy, Strategy, Petroleum, Business Analysis, Forecasting, Analysis, Microsoft Office, Financial Analysis, Microsoft Excel
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2011
B.S. degree in Business Administration, Finance; International Finance
Shell September 2015 - Present
Shell February 2014 - September 2015
Shell Oil Company June 2012 - February 2014
Siemens Venezuela May 2011 - July 2011
University of Colorado at Boulder January 2010 - May 2010
UBS June 2009 - May 2010
University of Colorado October 2008 - May 2009
Skills
Economics, Finance, Investments, Spanish, PowerPoint, International Marketing, Currency Exchange, Derivatives, Energy, Strategy, Petroleum, Business Analysis, Forecasting, Analysis, Microsoft Office, Financial Analysis, Microsoft Excel
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2011
B.S. degree in Business Administration, Finance; International Finance
Jeff Dudas's UBS Experience September 1999 - March 2005
Job CEO at Spiroflow Systems Inc.
Industry Machinery
Experience
Spiroflow Systems Inc. May 2009 - Present
UBS September 1999 - March 2005
UBS Wealth Management, Australia March 2001 - October 2004
Skills
Product Development, Sales Management, Manufacturing, Business Strategy, Project Management, Management, Marketing Strategy, Change Management, Executive Management, New Business Development, Contract Negotiation, Mergers, Strategic Planning, Team Building, Project Planning
Education
University of Colorado Boulder 1976 — 1980
BS, Management
University of Colorado at Boulder 1976 — 1980
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Spiroflow Systems Inc. May 2009 - Present
UBS September 1999 - March 2005
UBS Wealth Management, Australia March 2001 - October 2004
Skills
Product Development, Sales Management, Manufacturing, Business Strategy, Project Management, Management, Marketing Strategy, Change Management, Executive Management, New Business Development, Contract Negotiation, Mergers, Strategic Planning, Team Building, Project Planning
Education
University of Colorado Boulder 1976 — 1980
BS, Management
University of Colorado at Boulder 1976 — 1980
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Daniel Aboye's UBS Experience June 2008 - September 2008
Job Student at University of Colorado at Boulder
Industry Financial Services
Experience
UBS June 2008 - September 2008
University of Colorado September 2007 - May 2008
Airserv Corporation May 2007 - August 2007
Master Framing January 2006 - May 2007
Education
University of Colorado Boulder - Leeds School of Business
B.S. Degree, Business Administration; an emphasis in Finance and Management
UBS June 2008 - September 2008
University of Colorado September 2007 - May 2008
Airserv Corporation May 2007 - August 2007
Master Framing January 2006 - May 2007
Education
University of Colorado Boulder - Leeds School of Business
B.S. Degree, Business Administration; an emphasis in Finance and Management
Teddi Wold's UBS Experience October 2009 - May 2010
Job Engineering Tech at Noble Energy
Industry Oil & Energy
Experience
Noble Energy January 2014 - Present
Noble Energy April 2012 - December 2013
City of Aurora/ Aurora Illusions September 2010 - September 2013
Centennial Bank April 2011 - April 2012
UBS October 2009 - May 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Research, Leadership, Analysis, Financial Analysis, Budgets, Customer Service, Energy Industry, Upstream, Energy, Oil, Petroleum
Education
University of Colorado at Boulder 2006 — 2010
Bachelor of Arts, Economics
Noble Energy January 2014 - Present
Noble Energy April 2012 - December 2013
City of Aurora/ Aurora Illusions September 2010 - September 2013
Centennial Bank April 2011 - April 2012
UBS October 2009 - May 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Research, Leadership, Analysis, Financial Analysis, Budgets, Customer Service, Energy Industry, Upstream, Energy, Oil, Petroleum
Education
University of Colorado at Boulder 2006 — 2010
Bachelor of Arts, Economics
Tatyana Lovishuk's UBS Experience May 2010 - Present
Job Director at UBS
Industry Banking
Experience
UBS May 2010 - Present
UBS October 2009 - May 2010
UBS October 2006 - October 2009
UBS October 2004 - October 2006
AMERICAN SKANDIA, INCORPORATED October 2000 - October 2004
GOLDMAN SACHS GROUP, INCORPORATED August 1998 - October 2000
Skills
Finance, Financial Modeling, Risk Management, Business Analysis, Investment Banking, Analysis, Financial Services
Education
University of Connecticut
Bachelor of Science, Business Administration, Finance Major
UBS May 2010 - Present
UBS October 2009 - May 2010
UBS October 2006 - October 2009
UBS October 2004 - October 2006
AMERICAN SKANDIA, INCORPORATED October 2000 - October 2004
GOLDMAN SACHS GROUP, INCORPORATED August 1998 - October 2000
Skills
Finance, Financial Modeling, Risk Management, Business Analysis, Investment Banking, Analysis, Financial Services
Education
University of Connecticut
Bachelor of Science, Business Administration, Finance Major
Dan Hope's UBS Experience May 2011 - June 2012
Job Business Analyst at Public Consulting Group
Industry Information Technology and Services
Experience
Public Consulting Group February 2015 - Present
CGI July 2013 - February 2015
Zayo Group October 2012 - July 2013
Wells Fargo June 2012 - October 2012
UBS May 2011 - June 2012
Skills
Finance, Analysis, Financial Modeling, Financial Analysis, Microsoft Excel, Economics, Market Research, Investments, Corporate Finance, Time Management, Wealth Management, Statistical Data..., Leadership, Business, Equities, Equity Research, Strategy, Microsoft Office, Management, PowerPoint, Customer Service, Microsoft Word, Business Analysis
Education
University of Colorado Denver 2008 — 2012
Bachelor of Science, Economics
Public Consulting Group February 2015 - Present
CGI July 2013 - February 2015
Zayo Group October 2012 - July 2013
Wells Fargo June 2012 - October 2012
UBS May 2011 - June 2012
Skills
Finance, Analysis, Financial Modeling, Financial Analysis, Microsoft Excel, Economics, Market Research, Investments, Corporate Finance, Time Management, Wealth Management, Statistical Data..., Leadership, Business, Equities, Equity Research, Strategy, Microsoft Office, Management, PowerPoint, Customer Service, Microsoft Word, Business Analysis
Education
University of Colorado Denver 2008 — 2012
Bachelor of Science, Economics
Andrew Macri's UBS Experience March 2003 - September 2012
Job Farmer at River Crest Farm
Industry Farming
Experience
River Crest Farm September 2012 - Present
UBS March 2003 - September 2012
Willow Solutions January 1995 - March 2003
Goldratt Institute January 1988 - April 1994
Biodyne 1986 - 1988
Food Automation Service Techniques (FAST) 1980 - 1986
Education
The University of Connecticut 1976 — 1980
Bachelor of Science (BS), Electrical and Electronics Engineering
River Crest Farm September 2012 - Present
UBS March 2003 - September 2012
Willow Solutions January 1995 - March 2003
Goldratt Institute January 1988 - April 1994
Biodyne 1986 - 1988
Food Automation Service Techniques (FAST) 1980 - 1986
Education
The University of Connecticut 1976 — 1980
Bachelor of Science (BS), Electrical and Electronics Engineering
Dan Christie's UBS Experience February 2007 - Present
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS February 2007 - Present
McDonald Investments January 1999 - February 2007
Key Investment Services January 1996 - January 1999
Merrill Lynch June 1991 - January 1996
Skills
Finance, Wealth Management, Series 7
Education
University of Dayton 1989 — 1991
Master of Business Administration (M.B.A.)
University of Dayton 1983 — 1987
Bachelor of Science (B.S.), Mechanical Engineering Technology
UBS February 2007 - Present
McDonald Investments January 1999 - February 2007
Key Investment Services January 1996 - January 1999
Merrill Lynch June 1991 - January 1996
Skills
Finance, Wealth Management, Series 7
Education
University of Dayton 1989 — 1991
Master of Business Administration (M.B.A.)
University of Dayton 1983 — 1987
Bachelor of Science (B.S.), Mechanical Engineering Technology
Raymond Mirando's UBS Experience April 2009 - September 2012
Job Financial Anlayst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 2012 - Present
UBS April 2009 - September 2012
Salomon Smith Barney January 2007 - March 2009
Ameriprise Financial September 2005 - December 2006
Education
The University of Connecticut 2001 — 2005
Economics, Business Administration
Prudential Financial September 2012 - Present
UBS April 2009 - September 2012
Salomon Smith Barney January 2007 - March 2009
Ameriprise Financial September 2005 - December 2006
Education
The University of Connecticut 2001 — 2005
Economics, Business Administration
Melinda O'Brien's UBS Experience December 2010 - May 2011
Job Property Manager at Woodspear Properties
Industry Real Estate
Experience
Woodspear Properties September 2014 - Present
CBRE March 2014 - August 2014
CBRE November 2013 - March 2014
CBRE November 2012 - November 2013
ALPS Fund Services June 2011 - November 2012
Mapleton Real Estate Group January 2011 - May 2011
UBS December 2010 - May 2011
Clifton Gunderson LLP May 2009 - July 2009
Skills
Auditing, Analysis, Financial Analysis, Accounting, Time Management, Financial Statements, Financial Modeling, Property Management, Financial Reporting, Finance, Bloomberg, Financial Accounting, Real Estate, Variance Analysis, General Ledger, Accounts Receivable, Managerial Finance, Lease Administration, Account Reconciliation, QuickBooks, Invoicing, Journal Entries, Team Management, Business Process, Budgets, Data Analysis, Fund Accounting, Forecasting, Valuation, Tax, Securities, Investments, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Leases, Customer Service, Leadership, Financial Services, Accounts Payable, Internal Audit, Sarbanes-Oxley Act, Cash Flow, Accruals, Mutual Funds, GAAP, Project Management, Tenant
Education
University of Denver 2013 — 2015
Master of Business Administration (MBA), Real Estate and Construction Management.
University of Colorado Boulder 2006 — 2011
BA in Accounting and Finance and a Certificate in Real Estate, Accounting, Finance and Real Estate
Woodspear Properties September 2014 - Present
CBRE March 2014 - August 2014
CBRE November 2013 - March 2014
CBRE November 2012 - November 2013
ALPS Fund Services June 2011 - November 2012
Mapleton Real Estate Group January 2011 - May 2011
UBS December 2010 - May 2011
Clifton Gunderson LLP May 2009 - July 2009
Skills
Auditing, Analysis, Financial Analysis, Accounting, Time Management, Financial Statements, Financial Modeling, Property Management, Financial Reporting, Finance, Bloomberg, Financial Accounting, Real Estate, Variance Analysis, General Ledger, Accounts Receivable, Managerial Finance, Lease Administration, Account Reconciliation, QuickBooks, Invoicing, Journal Entries, Team Management, Business Process, Budgets, Data Analysis, Fund Accounting, Forecasting, Valuation, Tax, Securities, Investments, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Leases, Customer Service, Leadership, Financial Services, Accounts Payable, Internal Audit, Sarbanes-Oxley Act, Cash Flow, Accruals, Mutual Funds, GAAP, Project Management, Tenant
Education
University of Denver 2013 — 2015
Master of Business Administration (MBA), Real Estate and Construction Management.
University of Colorado Boulder 2006 — 2011
BA in Accounting and Finance and a Certificate in Real Estate, Accounting, Finance and Real Estate
Amy Thibodeau's UBS Experience March 2002 - May 2012
Job Staff Accountant at Endurance Services
Industry Accounting
Experience
Endurance Services May 2012 - Present
UBS March 2002 - May 2012
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Connecticut-Stamford 2008 — 2011
MBA, Business Administration and Management, General
University of Connecticut 1996 — 2000
BS, Accounting
Endurance Services May 2012 - Present
UBS March 2002 - May 2012
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Connecticut-Stamford 2008 — 2011
MBA, Business Administration and Management, General
University of Connecticut 1996 — 2000
BS, Accounting
Hien Ngo's UBS Experience 2008 - 2011
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase April 2012 - Present
Goldman Sachs June 2011 - April 2012
UBS 2008 - 2011
Goldman Sachs January 2001 - April 2008
Tanning Technology 1998 - 2001
Education
University of Colorado at Boulder 1989 — 1993
Bachelor of Science (BS), Computer Science
JPMorgan Chase April 2012 - Present
Goldman Sachs June 2011 - April 2012
UBS 2008 - 2011
Goldman Sachs January 2001 - April 2008
Tanning Technology 1998 - 2001
Education
University of Colorado at Boulder 1989 — 1993
Bachelor of Science (BS), Computer Science
John Sagliano II's UBS Experience September 2015 - Present
Job Analyst, Alternative Investments at UBS
Industry Financial Services
Experience
UBS September 2015 - Present
UBS Wealth Management August 2013 - Present
Mattoni Group May 2013 - August 2013
LEÓN, MAYER & Co. September 2012 - May 2013
Education
University of Connecticut 2014 — 2015
Master of Science (M.S.), Accounting
University of Miami 2009 — 2013
Bachelor's of Business Administration, Finance / Accounting, Summa Cum Laude; Finance Honors
UBS September 2015 - Present
UBS Wealth Management August 2013 - Present
Mattoni Group May 2013 - August 2013
LEÓN, MAYER & Co. September 2012 - May 2013
Education
University of Connecticut 2014 — 2015
Master of Science (M.S.), Accounting
University of Miami 2009 — 2013
Bachelor's of Business Administration, Finance / Accounting, Summa Cum Laude; Finance Honors
Yvonne Daquino's UBS Experience February 1998 - December 1999
Job Self Employed at Home Business
Industry Arts and Crafts
Experience
Home Business 2010 - Present
UBS February 1998 - December 1999
AIG Financial Products October 1991 - March 1996
Education
University of Copenhagen, Denmark 1991 — 1991
BA, International/Global Studies
The University of Connecticut 1987 — 1991
Bachelor's degree Political science, Political science and government, International Relations
Univerity of London 1989 — 1989
Bachelors, International/Global Studies
Univerity of London 1989 — 1989
International relations political science
Home Business 2010 - Present
UBS February 1998 - December 1999
AIG Financial Products October 1991 - March 1996
Education
University of Copenhagen, Denmark 1991 — 1991
BA, International/Global Studies
The University of Connecticut 1987 — 1991
Bachelor's degree Political science, Political science and government, International Relations
Univerity of London 1989 — 1989
Bachelors, International/Global Studies
Univerity of London 1989 — 1989
International relations political science
David Diaspro's UBS Experience February 2009 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS February 2009 - Present
UBS Investment Bank November 2003 - January 2009
Ernst & Young September 1999 - October 2003
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Corporate Finance, Financial Modeling, Private Equity, Derivatives, Hedge Funds, Financial Services, Mergers & Acquisitions, Fixed Income, Analysis, Financial Risk, Management, Due Diligence, Business Analysis, Internal Audit, US GAAP, IFRS
Education
The University of Connecticut 1995 — 1999
BS, Accounting
UBS February 2009 - Present
UBS Investment Bank November 2003 - January 2009
Ernst & Young September 1999 - October 2003
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Corporate Finance, Financial Modeling, Private Equity, Derivatives, Hedge Funds, Financial Services, Mergers & Acquisitions, Fixed Income, Analysis, Financial Risk, Management, Due Diligence, Business Analysis, Internal Audit, US GAAP, IFRS
Education
The University of Connecticut 1995 — 1999
BS, Accounting
Tony Vilaysane's UBS Experience October 2013 - February 2014
Job Account Manager, Lender Solutions
Industry Information Technology and Services
Experience
EDR October 2014 - Present
Recharge News May 2014 - October 2014
UBS October 2013 - February 2014
BrightCurrent March 2013 - October 2013
Mosaic Sales Solutions April 2012 - October 2013
Skills
Social Networking, Event Planning, Social Media Marketing, Social Media, PowerPoint, Microsoft Office, Facebook, Microsoft Excel, Customer Service, Fundraising, Public Speaking, Research, Microsoft Word, Event Management, Time Management, Public Relations, Teamwork, Advertising, Sales, Marketing, Outlook, Photoshop, Data Entry, Marketing Communications, Online Marketing, Team Leadership, Marketing Strategy, Recruiting, Social Media Outreach, Lead Generation, B2B, B2B Marketing Strategy, Salesforce.com, Cold Calling, Closers, Online Advertising, Canvassing
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Communication Processes
EDR October 2014 - Present
Recharge News May 2014 - October 2014
UBS October 2013 - February 2014
BrightCurrent March 2013 - October 2013
Mosaic Sales Solutions April 2012 - October 2013
Skills
Social Networking, Event Planning, Social Media Marketing, Social Media, PowerPoint, Microsoft Office, Facebook, Microsoft Excel, Customer Service, Fundraising, Public Speaking, Research, Microsoft Word, Event Management, Time Management, Public Relations, Teamwork, Advertising, Sales, Marketing, Outlook, Photoshop, Data Entry, Marketing Communications, Online Marketing, Team Leadership, Marketing Strategy, Recruiting, Social Media Outreach, Lead Generation, B2B, B2B Marketing Strategy, Salesforce.com, Cold Calling, Closers, Online Advertising, Canvassing
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Communication Processes
Jessica Tassan's UBS Experience June 2015 - Present
Job Registered Client Service Associate
Industry Financial Services
Experience
UBS June 2015 - Present
UBS Financial Svc Inc April 2013 - Present
Chartis 2010 - 2011
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts (B.A.), Economics
UBS June 2015 - Present
UBS Financial Svc Inc April 2013 - Present
Chartis 2010 - 2011
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts (B.A.), Economics
Charles Graham, Jr's UBS Experience Payments AnalystUBS Investment BankAugust 2004 - August 2009
Job Cash Management Analyst at UBS
Industry Financial Services
Experience
UBS Payments AnalystUBS Investment BankAugust 2004 - August 2009
Education
The University of Connecticut 2008 — 2012
Master of Business Administration (M.B.A.), Finance
The University of Connecticut 1996 — 2001
Bachelor of Arts (B.A.), Economics
UBS Payments AnalystUBS Investment BankAugust 2004 - August 2009
Education
The University of Connecticut 2008 — 2012
Master of Business Administration (M.B.A.), Finance
The University of Connecticut 1996 — 2001
Bachelor of Arts (B.A.), Economics
Jagan Parna's UBS Experience January 2001 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS January 2001 - Present
Skills
Business Analysis, Investment Banking
Education
CBIT
Bachelor of Technology (B.Tech.), Mechanical Engineering
The University of Connecticut
Master of Business Administration (MBA), Finance, General
UBS January 2001 - Present
Skills
Business Analysis, Investment Banking
Education
CBIT
Bachelor of Technology (B.Tech.), Mechanical Engineering
The University of Connecticut
Master of Business Administration (MBA), Finance, General
Brendan Hill's UBS Experience Account ExecutiveUPSMarch 2012 - May 2014
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS Account ExecutiveUPSMarch 2012 - May 2014
Castle Pines Golf Club April 2006 - November 2010
Education
University of Colorado Boulder 1999 — 2003
Bachelor of Business Administration (BBA)
UBS Account ExecutiveUPSMarch 2012 - May 2014
Castle Pines Golf Club April 2006 - November 2010
Education
University of Colorado Boulder 1999 — 2003
Bachelor of Business Administration (BBA)
Frederick Zweifel's UBS Experience June 2015 - Present
Job Attended University of Delaware
Industry
Experience
UBS June 2015 - Present
Education
University of Delaware 2012 — 2015
UBS June 2015 - Present
Education
University of Delaware 2012 — 2015
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.