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
Derek Berman Derek Berman's UBS Experience May 2012 - August 2012
Job Risk and Compliance Intern at Protiviti
Industry Management Consulting
Experience
Protiviti June 2015 - Present
JPMorgan Chase & Co. October 2014 - May 2015
JPMorgan Chase & Co. November 2013 - October 2014
JPMorgan Chase & Co. June 2014 - September 2014
UBS Wealth Management June 2013 - August 2013
UBS May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Bloomberg Software, Financial Modeling, Sales, Microsoft Office
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2016
Bachelor's Degree, Finance & Economics
The Pennington School 2008 — 2012
Protiviti June 2015 - Present
JPMorgan Chase & Co. October 2014 - May 2015
JPMorgan Chase & Co. November 2013 - October 2014
JPMorgan Chase & Co. June 2014 - September 2014
UBS Wealth Management June 2013 - August 2013
UBS May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Bloomberg Software, Financial Modeling, Sales, Microsoft Office
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2016
Bachelor's Degree, Finance & Economics
The Pennington School 2008 — 2012
Dwayne Peterkin Dwayne Peterkin's UBS Experience June 1999 - September 2003
Job iSeries Engineer at IBM
Industry Information Technology and Services
Experience
IBM January 2015 - Present
Walt Disney World October 2013 - January 2015
City of Dunedin July 2011 - May 2013
Rotech Healthcare July 2008 - July 2011
Stiefel, a GSK company October 2006 - July 2007
The Villages of Lake Sumter, Inc June 2004 - June 2006
SunGard September 2003 - June 2004
UBS June 1999 - September 2003
IBM January 1997 - July 1999
KLM Cargo 1995 - 1999
Skills
AS400, LPAR, HMC, Virtualization, High Availability, System Administration, Power Systems, IBM iSeries, Disaster Recovery, IBM AS/400, Operating Systems, Testing, Windows Server, Active Directory, Troubleshooting, VMware, Computer Hardware, Hardware, Project Management, Data Center, IT Management, Visio, IT Operations, Integration
Education
University of Florida 1986 — 1988
Computer Science
IBM January 2015 - Present
Walt Disney World October 2013 - January 2015
City of Dunedin July 2011 - May 2013
Rotech Healthcare July 2008 - July 2011
Stiefel, a GSK company October 2006 - July 2007
The Villages of Lake Sumter, Inc June 2004 - June 2006
SunGard September 2003 - June 2004
UBS June 1999 - September 2003
IBM January 1997 - July 1999
KLM Cargo 1995 - 1999
Skills
AS400, LPAR, HMC, Virtualization, High Availability, System Administration, Power Systems, IBM iSeries, Disaster Recovery, IBM AS/400, Operating Systems, Testing, Windows Server, Active Directory, Troubleshooting, VMware, Computer Hardware, Hardware, Project Management, Data Center, IT Management, Visio, IT Operations, Integration
Education
University of Florida 1986 — 1988
Computer Science
Jeremy Klein Jeremy Klein's UBS Experience March 2000 - May 2002
Job Senior Sales Consultant at Paychex
Industry Human Resources
Experience
Paychex January 2005 - Present
Deltacom August 2004 - December 2004
Combined Insurance April 2003 - July 2004
UBS March 2000 - May 2002
Skills
Payroll, Employee Benefits, Workers Compensation, Human Resources, Leadership, Coaching, 401k, Deferred Compensation, Finance, Insurance, Sales, Small Business
Education
University of Florida 1991 — 1995
Bachechlor of Science, Telecommunication
Paychex January 2005 - Present
Deltacom August 2004 - December 2004
Combined Insurance April 2003 - July 2004
UBS March 2000 - May 2002
Skills
Payroll, Employee Benefits, Workers Compensation, Human Resources, Leadership, Coaching, 401k, Deferred Compensation, Finance, Insurance, Sales, Small Business
Education
University of Florida 1991 — 1995
Bachechlor of Science, Telecommunication
Iñaki Mikel Longa Iñaki Mikel Longa's UBS Experience January 2010 - July 2010
Job Data Analyst at Apple
Industry Information Technology and Services
Experience
Apple March 2015 - Present
Google (through Adecco) September 2013 - November 2014
UBS January 2010 - July 2010
Swissport January 2008 - December 2009
Skills
Spanish, French, Microsoft Excel, Windows, Outlook, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Research, Teaching, Spanish-speaking, German, English, Learning Quickly, Python, User Experience, Data Analysis, Databases
Education
University of Geneva 2006 — 2009
Bachelor's degree, Economics
Sociedad Coral de Bilbao (Bilbao, Spain) 1995 — 2005
Professional Degree in Music (Part Time Program complementary to Full Time High School), Piano
Apple March 2015 - Present
Google (through Adecco) September 2013 - November 2014
UBS January 2010 - July 2010
Swissport January 2008 - December 2009
Skills
Spanish, French, Microsoft Excel, Windows, Outlook, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Research, Teaching, Spanish-speaking, German, English, Learning Quickly, Python, User Experience, Data Analysis, Databases
Education
University of Geneva 2006 — 2009
Bachelor's degree, Economics
Sociedad Coral de Bilbao (Bilbao, Spain) 1995 — 2005
Professional Degree in Music (Part Time Program complementary to Full Time High School), Piano
Brandon Notowitz's UBS Experience 2008 - 2009
Job Honda Certified Sales Consultant at Coral Springs Auto Mall
Industry Automotive
Experience
Coral Springs Auto Mall February 2015 - Present
Coral Springs Auto Mall February 2015 - Present
Aromatic Management June 2014 - February 2015
Lexus of Pembroke Pines October 2013 - May 2014
Merrill Lynch July 2012 - August 2013
The Altitude Group November 2011 - April 2012
Quality Solutions Management April 2011 - April 2012
UBS 2008 - 2009
Skills
Lead Generation, Customer Acquisition, Marketing Strategy, Marketing, Direct Marketing, New Business Development, Email Marketing, Social Media Marketing, Online Marketing, Insurance, Online Advertising, Account Management, Strategic Planning, B2B, Sales Management, Small Business, Strategic Partnerships, Fixed Annuities, Training, Entrepreneurship, Start-ups, Strategy, Business Development, CRM
Education
University of Florida
Coral Springs Auto Mall February 2015 - Present
Coral Springs Auto Mall February 2015 - Present
Aromatic Management June 2014 - February 2015
Lexus of Pembroke Pines October 2013 - May 2014
Merrill Lynch July 2012 - August 2013
The Altitude Group November 2011 - April 2012
Quality Solutions Management April 2011 - April 2012
UBS 2008 - 2009
Skills
Lead Generation, Customer Acquisition, Marketing Strategy, Marketing, Direct Marketing, New Business Development, Email Marketing, Social Media Marketing, Online Marketing, Insurance, Online Advertising, Account Management, Strategic Planning, B2B, Sales Management, Small Business, Strategic Partnerships, Fixed Annuities, Training, Entrepreneurship, Start-ups, Strategy, Business Development, CRM
Education
University of Florida
Michael Borja Michael Borja's UBS Experience 2007 - 2008
Job Trauma Associate Sales Representative at Smith & Nephew
Industry Medical Devices
Experience
Smith & Nephew February 2014 - Present
Wells Fargo Advisors January 2012 - May 2013
Oppenheimer & Co. 2009 - 2011
UBS 2007 - 2008
Skills
Financial Analysis, Strategic Financial..., Sales, Social Media, Financial Modeling, Finance, Risk Management, Microsoft Excel, Credit, Corporate Finance, Insurance, Microsoft Office, Customer Service, PowerPoint, Data Analysis, Analysis
Education
University of Florida 2004 — 2005
Master of Science (M.S.), Management Information Systems, General
University of Florida 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Smith & Nephew February 2014 - Present
Wells Fargo Advisors January 2012 - May 2013
Oppenheimer & Co. 2009 - 2011
UBS 2007 - 2008
Skills
Financial Analysis, Strategic Financial..., Sales, Social Media, Financial Modeling, Finance, Risk Management, Microsoft Excel, Credit, Corporate Finance, Insurance, Microsoft Office, Customer Service, PowerPoint, Data Analysis, Analysis
Education
University of Florida 2004 — 2005
Master of Science (M.S.), Management Information Systems, General
University of Florida 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Joshua Rea Joshua Rea's UBS Experience May 2012 - September 2013
Job Finance Analyst | MBA
Industry Financial Services
Experience
Cardinal Health March 2015 - Present
Cougar Investment Fund August 2014 - August 2015
JMFA October 2013 - March 2015
UBS May 2012 - September 2013
Chase May 2010 - April 2012
Wells Fargo February 2002 - April 2010
Skills
Financial Analysis, Portfolio Management, Investments, Financial Services, Finance, Financial Modeling, Valuation, Microsoft Excel, Banking, Corporate Finance, Mutual Funds, Credit, Consumer Lending, PowerPoint, Securities, Asset Allocation, Business Strategy, Loans, Bloomberg, Wealth Management, Financial Advisory, Insurance, Financial Statement..., Discounted Cash Flow, Cash Flow, DCF Valuation, ThomsonOne, Capital Markets, Derivatives, Retirement Planning, Microsoft Word, Capital IQ, SAP BI, SAP ERP, Equity Research
Education
University of Houston
Master of Business Administration (M.B.A.)
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), Finance
Cardinal Health March 2015 - Present
Cougar Investment Fund August 2014 - August 2015
JMFA October 2013 - March 2015
UBS May 2012 - September 2013
Chase May 2010 - April 2012
Wells Fargo February 2002 - April 2010
Skills
Financial Analysis, Portfolio Management, Investments, Financial Services, Finance, Financial Modeling, Valuation, Microsoft Excel, Banking, Corporate Finance, Mutual Funds, Credit, Consumer Lending, PowerPoint, Securities, Asset Allocation, Business Strategy, Loans, Bloomberg, Wealth Management, Financial Advisory, Insurance, Financial Statement..., Discounted Cash Flow, Cash Flow, DCF Valuation, ThomsonOne, Capital Markets, Derivatives, Retirement Planning, Microsoft Word, Capital IQ, SAP BI, SAP ERP, Equity Research
Education
University of Houston
Master of Business Administration (M.B.A.)
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), Finance
Jeffrey Tutor Jeffrey Tutor's UBS Experience June 2000 - June 2009
Job PIA Portfolio Manager/Senior Vice PresidentInvestments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2009 - Present
UBS June 2000 - June 2009
Morgan Stanley June 1998 - June 2000
Skills
Portfolio Management, Estate Planning, Financial Advisory, Tactical Asset..., Stock Picking, Security Analysis, Banking, Business Planning, Financial Analysis, Financial Planning, Team Leadership, Mergers, Non-profits, Strategic Planning, Risk Management, Strategic Financial..., Mergers & Acquisitions, Budgets, Negotiation, Team Building, Start-ups, Small Business, Nonprofits, Business Strategy, Analysis, Strategy, Finance, New Business Development, Leadership, Business Development, Asset Management, Due Diligence, Entrepreneurship, Private Equity, Insurance, Credit, Financial Modeling, Valuation
Education
University of Detroit Mercy
Economics and Political Science, Economics
Merrill Lynch June 2009 - Present
UBS June 2000 - June 2009
Morgan Stanley June 1998 - June 2000
Skills
Portfolio Management, Estate Planning, Financial Advisory, Tactical Asset..., Stock Picking, Security Analysis, Banking, Business Planning, Financial Analysis, Financial Planning, Team Leadership, Mergers, Non-profits, Strategic Planning, Risk Management, Strategic Financial..., Mergers & Acquisitions, Budgets, Negotiation, Team Building, Start-ups, Small Business, Nonprofits, Business Strategy, Analysis, Strategy, Finance, New Business Development, Leadership, Business Development, Asset Management, Due Diligence, Entrepreneurship, Private Equity, Insurance, Credit, Financial Modeling, Valuation
Education
University of Detroit Mercy
Economics and Political Science, Economics
Mathew Nguyen's UBS Experience December 2009 - September 2011
Job French Interpreter at CyraCom
Industry Primary/Secondary Education
Experience
CyraCom January 2015 - Present
Houston Community College October 2014 - December 2014
Lycée professionnel Denis Diderot September 2013 - April 2014
Lycée Joliot-Curie September 2013 - April 2014
U.S. Capital Advisors LLC August 2013 - August 2013
University of Houston November 2011 - May 2013
UBS December 2009 - September 2011
Ben & Jerry's May 2008 - December 2009
Skills
Microsoft Office, Consecutive..., Translation, Language Teaching, Research, English to French, French to English, Grammar, French Teaching, Teaching Adults, Teaching English as a..., Simultaneous..., Social Media, Customer Service, Teaching, Public Relations, University Teaching, Public Speaking, Teamwork
Education
University of Houston 2009 — 2013
Bachelor of Arts (BA), French, Minor in Studio Art, Cum Laude
Université Catholique de l'Ouest 2012 — 2012
French Language and Literature
Université Catholique de l'Ouest 2010 — 2010
French Language and Literature
CyraCom January 2015 - Present
Houston Community College October 2014 - December 2014
Lycée professionnel Denis Diderot September 2013 - April 2014
Lycée Joliot-Curie September 2013 - April 2014
U.S. Capital Advisors LLC August 2013 - August 2013
University of Houston November 2011 - May 2013
UBS December 2009 - September 2011
Ben & Jerry's May 2008 - December 2009
Skills
Microsoft Office, Consecutive..., Translation, Language Teaching, Research, English to French, French to English, Grammar, French Teaching, Teaching Adults, Teaching English as a..., Simultaneous..., Social Media, Customer Service, Teaching, Public Relations, University Teaching, Public Speaking, Teamwork
Education
University of Houston 2009 — 2013
Bachelor of Arts (BA), French, Minor in Studio Art, Cum Laude
Université Catholique de l'Ouest 2012 — 2012
French Language and Literature
Université Catholique de l'Ouest 2010 — 2010
French Language and Literature
Minghui (Frank) Su Minghui (Frank) Su's UBS Experience October 2014 - Present
Job Student at University of Denver
Industry
Experience
UBS October 2014 - Present
China Great Wall Asset Management Corporation July 2012 - September 2012
Skills
Microsoft Excel
Education
University of Denver 2013 — 2015
Zhengzhou University 2009 — 2013
Bachelor's Degree, Finance, General
UBS October 2014 - Present
China Great Wall Asset Management Corporation July 2012 - September 2012
Skills
Microsoft Excel
Education
University of Denver 2013 — 2015
Zhengzhou University 2009 — 2013
Bachelor's Degree, Finance, General
Jason Yoskowitz Jason Yoskowitz's UBS Experience July 2000 - February 2003
Job Sales and Online Marketing at Jewelry by Marsha
Industry Luxury Goods & Jewelry
Experience
Jewelry by Marsha October 2010 - Present
Gotham Pictures November 2008 - July 2010
Prudential Douglas Elliman April 2005 - November 2008
Assent Equity February 2002 - November 2008
UBS July 2000 - February 2003
Morgan Stanley July 1997 - July 2000
Skills
Online Marketing, Equities, Creative Direction, Investments, Entrepreneurship, Marketing, Sales, Jewelry, Real Estate, Asset Managment
Education
University of Florida 1989 — 1993
Bachelor or Arts, Political Science
Jewelry by Marsha October 2010 - Present
Gotham Pictures November 2008 - July 2010
Prudential Douglas Elliman April 2005 - November 2008
Assent Equity February 2002 - November 2008
UBS July 2000 - February 2003
Morgan Stanley July 1997 - July 2000
Skills
Online Marketing, Equities, Creative Direction, Investments, Entrepreneurship, Marketing, Sales, Jewelry, Real Estate, Asset Managment
Education
University of Florida 1989 — 1993
Bachelor or Arts, Political Science
Sonia Schaefbauer's UBS Experience June 2015 - August 2015
Job Marketing Intern at UBS
Industry Financial Services
Experience
University of Denver September 2014 - Present
UBS June 2015 - August 2015
Lafayette Club June 2014 - June 2015
Otto Hollaus Ski and Ride School December 2013 - January 2015
Beeline Consignment Boutique June 2010 - June 2014
Skills
Microsoft Excel, Microsoft Word, Team Leadership, Sales, Social Media, Customer Service, Market Research, Strategic Leadership, Social Media Outreach, Event Planning, Social Media Marketing, Organizational..., PowerPoint, Data Entry, Microsoft Office, Product Development, Writing, Time Management, Finance, Organization Skills, Newsletters, Merchandising, Economics, Database Maintenance
Education
University of Denver - Daniels College of Business 2013 — 2016
Bachelor of Science in Business Administration, Marketing and Finance, Junior
Delano High School 2009 — 2013
University of Denver September 2014 - Present
UBS June 2015 - August 2015
Lafayette Club June 2014 - June 2015
Otto Hollaus Ski and Ride School December 2013 - January 2015
Beeline Consignment Boutique June 2010 - June 2014
Skills
Microsoft Excel, Microsoft Word, Team Leadership, Sales, Social Media, Customer Service, Market Research, Strategic Leadership, Social Media Outreach, Event Planning, Social Media Marketing, Organizational..., PowerPoint, Data Entry, Microsoft Office, Product Development, Writing, Time Management, Finance, Organization Skills, Newsletters, Merchandising, Economics, Database Maintenance
Education
University of Denver - Daniels College of Business 2013 — 2016
Bachelor of Science in Business Administration, Marketing and Finance, Junior
Delano High School 2009 — 2013
Andrew M. Craig's UBS Experience October 2009 - Present
Job First Vice President Wealth Management UBS Financial Services
Industry Financial Services
Experience
UBS October 2009 - Present
Morgan Stanley June 1996 - January 2009
Education
University of Denver
UBS October 2009 - Present
Morgan Stanley June 1996 - January 2009
Education
University of Denver
Lisa Von Redden Lisa Von Redden's UBS Experience July 1997 - January 2010
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2013 - Present
FolioDynamix August 2011 - February 2013
Pendo Systems Inc. February 2010 - July 2011
UBS July 1997 - January 2010
Lipper & Company, LP June 1993 - July 1997
Price Waterhouse August 1985 - November 1988
Skills
Mergers, Risk Management, Strategic Planning, Business Development, Project Management, Change Management, Product Development, Fixed Income, Equities, Derivatives, Investments, Securities, Hedge Funds, Mergers & Acquisitions, Wealth Management, Finance, Start-ups, Due Diligence, Investment Banking, Prime Brokerage, CRM, Management, Business Strategy, Portfolio Management, Financial Services, Leadership, Trading Systems, Asset Management, Capital Markets, Trading, Alternative Investments, Bloomberg, Strategy
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance and International Business
University of Delaware - Lerner College of Business and Economics
BS, Accounting
Bank of America Merrill Lynch April 2013 - Present
FolioDynamix August 2011 - February 2013
Pendo Systems Inc. February 2010 - July 2011
UBS July 1997 - January 2010
Lipper & Company, LP June 1993 - July 1997
Price Waterhouse August 1985 - November 1988
Skills
Mergers, Risk Management, Strategic Planning, Business Development, Project Management, Change Management, Product Development, Fixed Income, Equities, Derivatives, Investments, Securities, Hedge Funds, Mergers & Acquisitions, Wealth Management, Finance, Start-ups, Due Diligence, Investment Banking, Prime Brokerage, CRM, Management, Business Strategy, Portfolio Management, Financial Services, Leadership, Trading Systems, Asset Management, Capital Markets, Trading, Alternative Investments, Bloomberg, Strategy
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance and International Business
University of Delaware - Lerner College of Business and Economics
BS, Accounting
Tom Garretson, CFA Tom Garretson, CFA's UBS Experience March 2007 - June 2007
Job Fixed Income Portfolio Strategist at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2013 - Present
Carlson Fixed Income Fund March 2012 - May 2013
SHR Capital Partners March 2011 - August 2012
Wells Fargo December 2008 - November 2010
UBS March 2007 - June 2007
Skills
Chartered Financial..., Financial Modeling, Valuation, Bloomberg, Corporate Finance, Fixed Income, Asset Management, Asset Allocation, Private Equity, Portfolio Management, Investments, Quantitative Analytics, Business Valuation, Equity Research, Alternative Investments, Strategy, Data Analysis
Education
University of Minnesota - Carlson School of Management 2011 — 2013
MBA, Finance
University of Denver 2004 — 2007
Bachelor of Science in Business Administration, Finance
RBC Wealth Management August 2013 - Present
Carlson Fixed Income Fund March 2012 - May 2013
SHR Capital Partners March 2011 - August 2012
Wells Fargo December 2008 - November 2010
UBS March 2007 - June 2007
Skills
Chartered Financial..., Financial Modeling, Valuation, Bloomberg, Corporate Finance, Fixed Income, Asset Management, Asset Allocation, Private Equity, Portfolio Management, Investments, Quantitative Analytics, Business Valuation, Equity Research, Alternative Investments, Strategy, Data Analysis
Education
University of Minnesota - Carlson School of Management 2011 — 2013
MBA, Finance
University of Denver 2004 — 2007
Bachelor of Science in Business Administration, Finance
Justin Hering Justin Hering's UBS Experience June 2011 - August 2011
Job Investment Analyst Team Leader at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates August 2013 - Present
Petra Solar (Petra Systems) May 2012 - January 2013
UBS June 2011 - August 2011
Skills
Bloomberg Terminal, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Matlab, HTML, Auditing, PowerPoint, Access, Research, Outlook, Analysis, Financial Modeling, Accounting, Bloomberg
Education
University of Delaware 2009 — 2013
Bachelor of Science (B.S.), Finance
Cambridge Associates August 2013 - Present
Petra Solar (Petra Systems) May 2012 - January 2013
UBS June 2011 - August 2011
Skills
Bloomberg Terminal, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Matlab, HTML, Auditing, PowerPoint, Access, Research, Outlook, Analysis, Financial Modeling, Accounting, Bloomberg
Education
University of Delaware 2009 — 2013
Bachelor of Science (B.S.), Finance
Helen McDougald Helen McDougald's UBS Experience June 2010 - August 2010
Job Associate MidAtlantic Corporate Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2014 - Present
SunTrust Robinson Humphrey September 2013 - June 2014
SunTrust Robinson Humphrey June 2011 - August 2013
UBS June 2010 - August 2010
Education
University of Georgia - Terry College of Business 2008 — 2011
Bachelor of Science, Finance
SunTrust Robinson Humphrey July 2014 - Present
SunTrust Robinson Humphrey September 2013 - June 2014
SunTrust Robinson Humphrey June 2011 - August 2013
UBS June 2010 - August 2010
Education
University of Georgia - Terry College of Business 2008 — 2011
Bachelor of Science, Finance
Doug Brown, CFP, CRPC Doug Brown, CFP, CRPC's UBS Experience November 2004 - June 2005
Job Wealth Preservation Specialist at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting April 2006 - Present
UBS November 2004 - June 2005
Skills
Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Advisory, Wealth, Wealth Management..., Retirement Planning, Investment Advisory, Investments, Retirement, Mutual Funds, Asset Allocation, IRAs, Wealth Management, Asset Managment, Certified Financial..., Sales, Strategic Financial..., Portfolio Management, Equities, Securities, Alternative Investments, Investment Strategies, Insurance, 401k, Financial Analysis, Fixed Annuities, Uniform Combined State..., Series 63, Series 7, Asset Management, Financial Planning
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Bachelor of Science (BS), Finance
Sagemark Consulting April 2006 - Present
UBS November 2004 - June 2005
Skills
Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Advisory, Wealth, Wealth Management..., Retirement Planning, Investment Advisory, Investments, Retirement, Mutual Funds, Asset Allocation, IRAs, Wealth Management, Asset Managment, Certified Financial..., Sales, Strategic Financial..., Portfolio Management, Equities, Securities, Alternative Investments, Investment Strategies, Insurance, 401k, Financial Analysis, Fixed Annuities, Uniform Combined State..., Series 63, Series 7, Asset Management, Financial Planning
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Bachelor of Science (BS), Finance
John Curcio John Curcio's UBS Experience May 2011 - December 2012
Job Chief Technology Officer IT Infrastructure and Application Support
Industry Financial Services
Experience
SunTrust Bank February 2013 - Present
UBS May 2011 - December 2012
UBS August 2009 - April 2011
UBS May 2006 - August 2009
JPMorgan 1985 - 2006
Skills
Disaster Recovery, Offshoring, IT Strategy, Data Center, ITIL, Program Management, IT Management, Strategy, IT Service Management, Management, Information Technology, Business Continuity, Leadership, Telecommunications, Vendor Management, Enterprise Architecture, IT Outsourcing, PMO, Risk Management, Portfolio Management, SDLC, Governance, Project Portfolio..., Architecture, Product Management, Business Analysis, Wealth Management, Trading Floor, Outsourcing, Offshore Operations, Cloud Computing, Application Performance..., Managed Services
Education
Saint John's University
BS, Accounting
University of Delaware
Executive MBA Program
SunTrust Bank February 2013 - Present
UBS May 2011 - December 2012
UBS August 2009 - April 2011
UBS May 2006 - August 2009
JPMorgan 1985 - 2006
Skills
Disaster Recovery, Offshoring, IT Strategy, Data Center, ITIL, Program Management, IT Management, Strategy, IT Service Management, Management, Information Technology, Business Continuity, Leadership, Telecommunications, Vendor Management, Enterprise Architecture, IT Outsourcing, PMO, Risk Management, Portfolio Management, SDLC, Governance, Project Portfolio..., Architecture, Product Management, Business Analysis, Wealth Management, Trading Floor, Outsourcing, Offshore Operations, Cloud Computing, Application Performance..., Managed Services
Education
Saint John's University
BS, Accounting
University of Delaware
Executive MBA Program
forrest faro's UBS Experience June 2000 - January 2009
Job Vice PresidentNFLPA Financial Adviser at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management January 2009 - Present
UBS June 2000 - January 2009
Skills
Investments, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, Financial Modeling, Finance, Hedge Funds
Education
University of Florida 1996 — 2000
Bachelor of Arts (B.A.), Business
Morgan Stanley Investment Management January 2009 - Present
UBS June 2000 - January 2009
Skills
Investments, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, Financial Modeling, Finance, Hedge Funds
Education
University of Florida 1996 — 2000
Bachelor of Arts (B.A.), Business
Diane M. Marsh's UBS Experience September 2015 - Present
Job Wealth Planning Analyst at UBS
Industry Banking
Experience
UBS September 2015 - Present
BB&T September 2014 - September 2015
BB&T December 2013 - September 2014
BB&T January 2012 - December 2013
White House Writers Group July 2011 - January 2012
Mullen June 2010 - December 2010
Sarasota Magazine June 2009 - August 2009
CAP Brand Marketing June 2008 - August 2008
Skills
Social Media, Financial Analysis, Public Relations, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Marketing, Public Speaking, Market Research, Leadership, Research, Training, Spanish, Event Planning, Facebook, Editing, Customer Service, Microsoft Word
Education
Wake Forest University 2008 — 2011
Communication, Political Science
Riverview High School
University of Florida
UBS September 2015 - Present
BB&T September 2014 - September 2015
BB&T December 2013 - September 2014
BB&T January 2012 - December 2013
White House Writers Group July 2011 - January 2012
Mullen June 2010 - December 2010
Sarasota Magazine June 2009 - August 2009
CAP Brand Marketing June 2008 - August 2008
Skills
Social Media, Financial Analysis, Public Relations, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Marketing, Public Speaking, Market Research, Leadership, Research, Training, Spanish, Event Planning, Facebook, Editing, Customer Service, Microsoft Word
Education
Wake Forest University 2008 — 2011
Communication, Political Science
Riverview High School
University of Florida
Sandy Reinhardt Sandy Reinhardt's UBS Experience May 2007 - October 2008
Job Sales Representative at RE/MAX Professionals Inc., Brokerage
Industry Real Estate
Experience
RE/MAX Professionals Inc., Brokerage 2011 - Present
UBS May 2007 - October 2008
Merrill Lynch January 2000 - May 2007
Scotia Capial Markets June 1996 - January 2000
Education
University of Guelph 1981 — 1985
Bachelor of Arts, Economics
Martingrove C.I. 1977 — 1981
RE/MAX Professionals Inc., Brokerage 2011 - Present
UBS May 2007 - October 2008
Merrill Lynch January 2000 - May 2007
Scotia Capial Markets June 1996 - January 2000
Education
University of Guelph 1981 — 1985
Bachelor of Arts, Economics
Martingrove C.I. 1977 — 1981
Cynthia Hansen Cynthia Hansen's UBS Experience November 2010 - Present
Job First Vice President Wealth Management at UBS Financial Services
Industry Investment Management
Experience
UBS November 2010 - Present
Merrill Lynch October 2002 - November 2010
U S WEST September 1986 - September 2000
Time Warner Cable September 1982 - September 1985
Deloitte September 1980 - September 1982
Education
University of Denver - Daniels College of Business 1988 — 1989
Executive MBA
University of Northern Iowa 1976 — 1980
BA Accounting
UBS November 2010 - Present
Merrill Lynch October 2002 - November 2010
U S WEST September 1986 - September 2000
Time Warner Cable September 1982 - September 1985
Deloitte September 1980 - September 1982
Education
University of Denver - Daniels College of Business 1988 — 1989
Executive MBA
University of Northern Iowa 1976 — 1980
BA Accounting
Tom Wentling, CFA, CFP®, CIMA®'s UBS Experience January 1977 - Present
Job Senior Vice President Wealth Management at UBS, Senior Portfolio Manager, Portfolio Management Program
Industry Financial Services
Experience
UBS January 1977 - Present
Education
University of Miami 1972 — 1974
BA, English
University of Denver 1970 — 1972
English Literature
UBS January 1977 - Present
Education
University of Miami 1972 — 1974
BA, English
University of Denver 1970 — 1972
English Literature
William E. Clegg IV, CFP®, CIMA® William E. Clegg IV, CFP®, CIMA®'s UBS Experience 2008 - Present
Job Vice President & Senior Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS 2008 - Present
Morgan Stanley September 1998 - November 2008
Education
University of Florida 1994 — 1998
Business
UBS 2008 - Present
Morgan Stanley September 1998 - November 2008
Education
University of Florida 1994 — 1998
Business
Teri Karole Teri Karole's UBS Experience September 2000 - March 2009
Job President and Founder at The TJ Karole Company
Industry Financial Services
Experience
Eleven Canterbury, LLC January 2011 - Present
The TJ Karole Company April 2010 - Present
VisionSpring 2009 - January 2013
UBS September 2000 - March 2009
Paine Webber 1987 - 2000
Foster Higgins 1985 - 1987
Buck Consultants 1981 - 1985
Skills
Talent Acquisition, Human Resources, Management, Employee Benefits, Organizational..., Organizational..., Executive Coaching, 401k, Business Development, Business Strategy, CRM, Employee Engagement, Executive Management, Financial Services, Leadership, Management Consulting, Mergers & Acquisitions, Performance Management, Personnel Management, Process Improvement, Recruiting, Start-ups, Strategy, Succession Planning, Team Building, Vendor Management, Workforce Planning, Talent Management, Organizational Design, Outsourcing, Change Management, Consulting, Executive Pay
Education
University of Delaware 1977 — 1981
BS, Economics
Ridge High School 1974 — 1977
Eleven Canterbury, LLC January 2011 - Present
The TJ Karole Company April 2010 - Present
VisionSpring 2009 - January 2013
UBS September 2000 - March 2009
Paine Webber 1987 - 2000
Foster Higgins 1985 - 1987
Buck Consultants 1981 - 1985
Skills
Talent Acquisition, Human Resources, Management, Employee Benefits, Organizational..., Organizational..., Executive Coaching, 401k, Business Development, Business Strategy, CRM, Employee Engagement, Executive Management, Financial Services, Leadership, Management Consulting, Mergers & Acquisitions, Performance Management, Personnel Management, Process Improvement, Recruiting, Start-ups, Strategy, Succession Planning, Team Building, Vendor Management, Workforce Planning, Talent Management, Organizational Design, Outsourcing, Change Management, Consulting, Executive Pay
Education
University of Delaware 1977 — 1981
BS, Economics
Ridge High School 1974 — 1977
Bill Houck, CFP®, ChFC® Bill Houck, CFP®, ChFC®'s UBS Experience 2006 - 2008
Job Wealth Manager with Modera Wealth Management
Industry Financial Services
Experience
Modera Wealth Management March 2008 - Present
UBS 2006 - 2008
The Vanguard Group 1998 - 2006
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
BA, Marketing, Economics
Modera Wealth Management March 2008 - Present
UBS 2006 - 2008
The Vanguard Group 1998 - 2006
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
BA, Marketing, Economics
Lee Lawrence Lee Lawrence's UBS Experience June 2008 - September 2008
Job Specialist Marketing Analytics & Data Consulting
Industry Marketing and Advertising
Experience
Havas Media January 2015 - Present
Goldie's Place January 2015 - Present
ZenithOptimedia April 2013 - July 2014
ZenithOptimedia October 2012 - April 2013
Cactus Marketing Communications November 2011 - June 2012
Cactus Marketing Communications September 2010 - November 2011
Cincinnati Reds June 2009 - September 2009
UBS June 2008 - September 2008
Skills
Google Analytics, Advertising, Social Media Marketing, Digital Marketing, Strategic Planning, Negotiation, Public Relations, Integrated Marketing, Sales, Social Networking
Education
University of Denver - Daniels College of Business 2006 — 2010
BS, Finance, Marketing, Economics
Havas Media January 2015 - Present
Goldie's Place January 2015 - Present
ZenithOptimedia April 2013 - July 2014
ZenithOptimedia October 2012 - April 2013
Cactus Marketing Communications November 2011 - June 2012
Cactus Marketing Communications September 2010 - November 2011
Cincinnati Reds June 2009 - September 2009
UBS June 2008 - September 2008
Skills
Google Analytics, Advertising, Social Media Marketing, Digital Marketing, Strategic Planning, Negotiation, Public Relations, Integrated Marketing, Sales, Social Networking
Education
University of Denver - Daniels College of Business 2006 — 2010
BS, Finance, Marketing, Economics
Laurence Seiden, MBA, CFP® Laurence Seiden, MBA, CFP®'s UBS Experience March 1995 - September 1996
Job Wealth Management Advisor at PSA Insurance & Financial Services
Industry Investment Management
Experience
PSA Insurance & Financial Services May 2008 - Present
MetLife August 2006 - May 2008
MetLife June 2004 - July 2006
Great Scott Financial Services April 2003 - May 2004
Thomson Reuters March 2001 - August 2002
Thomson Reuters September 1996 - March 2001
UBS March 1995 - September 1996
JPMorgan Chase December 1993 - February 1995
JPMorgan Chase June 1989 - December 1993
Skills
Microsoft Office, Morningstar Office, Retirement Plan..., Advicent Profiles..., Advent Black Diamond, Salesforce.com, Junxure, Schwab Advisor Services
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1994
Master of Business Administration, Finance Concentration
Virginia Polytechnic Institute and State University - Pamplin College of Business 1985 — 1989
Bachelor of Science in Business, Finance and Economics Majors
PSA Insurance & Financial Services May 2008 - Present
MetLife August 2006 - May 2008
MetLife June 2004 - July 2006
Great Scott Financial Services April 2003 - May 2004
Thomson Reuters March 2001 - August 2002
Thomson Reuters September 1996 - March 2001
UBS March 1995 - September 1996
JPMorgan Chase December 1993 - February 1995
JPMorgan Chase June 1989 - December 1993
Skills
Microsoft Office, Morningstar Office, Retirement Plan..., Advicent Profiles..., Advent Black Diamond, Salesforce.com, Junxure, Schwab Advisor Services
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1994
Master of Business Administration, Finance Concentration
Virginia Polytechnic Institute and State University - Pamplin College of Business 1985 — 1989
Bachelor of Science in Business, Finance and Economics Majors
Anil Duriseti's UBS Experience April 2011 - Present
Job Program Manager, Ongoing Regulatory Projects, Group Finance IT at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank May 2012 - Present
UBS April 2011 - Present
UBS April 2006 - April 2011
UBS Investment Bank July 2004 - April 2006
JPMorgan Chase December 2003 - April 2004
Bank One July 2003 - December 2003
Cincom Systems October 1999 - June 2001
Walmart 1997 - 1999
Kanbay 1996 - 1997
Skills
Project Portfolio..., Outsourcing, Business Analysis, MS Project, Vendor Management, IT Management, Project Management, PMP, Program Management, Software Project..., SDLC, SharePoint, Business Transformation, IT Strategy, Leadership, Business Process..., Project Delivery, PMO, Requirements Analysis, Visio, Business Process, Business Intelligence, Risk Management, Enterprise Architecture, Requirements Gathering, Agile Methodologies
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2003
Master of Business Administration (M.B.A.)
Sir CRR College of Engineering 1991 — 1995
Bachelor of Engineering (B.E.)
Mr Model High School
Mr Model High School
UBS Investment Bank May 2012 - Present
UBS April 2011 - Present
UBS April 2006 - April 2011
UBS Investment Bank July 2004 - April 2006
JPMorgan Chase December 2003 - April 2004
Bank One July 2003 - December 2003
Cincom Systems October 1999 - June 2001
Walmart 1997 - 1999
Kanbay 1996 - 1997
Skills
Project Portfolio..., Outsourcing, Business Analysis, MS Project, Vendor Management, IT Management, Project Management, PMP, Program Management, Software Project..., SDLC, SharePoint, Business Transformation, IT Strategy, Leadership, Business Process..., Project Delivery, PMO, Requirements Analysis, Visio, Business Process, Business Intelligence, Risk Management, Enterprise Architecture, Requirements Gathering, Agile Methodologies
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2003
Master of Business Administration (M.B.A.)
Sir CRR College of Engineering 1991 — 1995
Bachelor of Engineering (B.E.)
Mr Model High School
Mr Model High School
Jennifer Haney's UBS Experience February 2007 - August 2008
Job ISO Analyst at Noble Americas Gas and Power
Industry Oil & Energy
Experience
Noble Americas Gas and Power September 2012 - Present
Louis Dreyfus Highbridge Energy October 2010 - August 2012
JP Morgan Ventures Energy Corp. February 2010 - October 2010
Louis Dreyfus Highbridge Energy August 2008 - February 2010
UBS February 2007 - August 2008
Total Gas & Power June 2000 - January 2007
Skills
Commodity Markets, Natural Gas, Commodity, Energy, Gas, Petroleum, Options, Electricity Markets
Education
University of Houston 1992 — 1996
Bachelor of Science (B.S.), Political Science and Government
Noble Americas Gas and Power September 2012 - Present
Louis Dreyfus Highbridge Energy October 2010 - August 2012
JP Morgan Ventures Energy Corp. February 2010 - October 2010
Louis Dreyfus Highbridge Energy August 2008 - February 2010
UBS February 2007 - August 2008
Total Gas & Power June 2000 - January 2007
Skills
Commodity Markets, Natural Gas, Commodity, Energy, Gas, Petroleum, Options, Electricity Markets
Education
University of Houston 1992 — 1996
Bachelor of Science (B.S.), Political Science and Government
Lacey Conner Lacey Conner's UBS Experience September 2014 - Present
Job Financial Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS September 2014 - Present
Merrill Lynch 2005 - September 2014
Skills
Asset Allocation, Investments, Mutual Funds, Retirement Planning, Series 7, Wealth Management
Education
University of Florida 2000 — 2004
BA, Finance
UBS September 2014 - Present
Merrill Lynch 2005 - September 2014
Skills
Asset Allocation, Investments, Mutual Funds, Retirement Planning, Series 7, Wealth Management
Education
University of Florida 2000 — 2004
BA, Finance
Lane Strumlauf Lane Strumlauf's UBS Experience August 2007 - August 2009
Job Managing Director Northwest Regional Director at UBS Financial Services, Inc. Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2014 - Present
UBS Financial Services, Inc. August 2009 - March 2014
UBS August 2007 - August 2009
Smith Barney October 2000 - August 2007
Prudential Securities January 1997 - June 1998
Education
University of Florida 1983 — 1988
BS, Accounting
UBS Wealth Management March 2014 - Present
UBS Financial Services, Inc. August 2009 - March 2014
UBS August 2007 - August 2009
Smith Barney October 2000 - August 2007
Prudential Securities January 1997 - June 1998
Education
University of Florida 1983 — 1988
BS, Accounting
Chris Cookson Chris Cookson's UBS Experience 2010 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS 2010 - Present
Morgan Stanley Smith Barney February 2004 - October 2010
Education
University of Houston 1993 — 1997
Ph.D., Political Science
University of Maine 1989 — 1993
B.A., Political Science
UBS 2010 - Present
Morgan Stanley Smith Barney February 2004 - October 2010
Education
University of Houston 1993 — 1997
Ph.D., Political Science
University of Maine 1989 — 1993
B.A., Political Science
Heather Berres's UBS Experience September 2002 - March 2004
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America July 2012 - Present
Bank of America October 2008 - July 2012
Tempur-Pedic 2007 - 2008
The Carlyle Group March 2004 - May 2007
UBS September 2002 - March 2004
Education
University of Kentucky 2007 — 2008
MBA, New Product Development, Supply Chain Management, Mergers & Acquisitions
University of Georgia - Terry College of Business 1998 — 2002
BBA, International Business/Finance, Spanish Minor
Bank of America July 2012 - Present
Bank of America October 2008 - July 2012
Tempur-Pedic 2007 - 2008
The Carlyle Group March 2004 - May 2007
UBS September 2002 - March 2004
Education
University of Kentucky 2007 — 2008
MBA, New Product Development, Supply Chain Management, Mergers & Acquisitions
University of Georgia - Terry College of Business 1998 — 2002
BBA, International Business/Finance, Spanish Minor
Tina Anh Doan Tina Anh Doan's UBS Experience May 2009 - September 2009
Job Business Analytics Executive at Brunsfield International Group
Industry Financial Services
Experience
Brunsfield International Group July 2014 - Present
AGRISECO February 2013 - February 2014
Morgan Stanley January 2011 - January 2013
Merrill Lynch May 2010 - August 2010
Information Technology Services, University of Hawaii at Manoa January 2009 - August 2010
UBS May 2009 - September 2009
General Accounting, University of Hawaii at Manoa July 2008 - January 2009
Learning Assistance Center, University of Hawaii at Manoa July 2007 - January 2009
Hamilton Library September 2006 - August 2007
Skills
VBA, Quantitative Finance, Financial Modeling, C++, Matlab, CFA, Financial Engineering, Bloomberg
Education
University of Hawaii - College of Business Administration 2009 — 2010
MS, Financial Engineering, 3.81
University of Hawaii - College of Business Administration 2006 — 2009
BBA, Finance, Economics
Academy of the Pacific 2005 — 2006
High School/Secondary Diploma Programs, 3.9
Brunsfield International Group July 2014 - Present
AGRISECO February 2013 - February 2014
Morgan Stanley January 2011 - January 2013
Merrill Lynch May 2010 - August 2010
Information Technology Services, University of Hawaii at Manoa January 2009 - August 2010
UBS May 2009 - September 2009
General Accounting, University of Hawaii at Manoa July 2008 - January 2009
Learning Assistance Center, University of Hawaii at Manoa July 2007 - January 2009
Hamilton Library September 2006 - August 2007
Skills
VBA, Quantitative Finance, Financial Modeling, C++, Matlab, CFA, Financial Engineering, Bloomberg
Education
University of Hawaii - College of Business Administration 2009 — 2010
MS, Financial Engineering, 3.81
University of Hawaii - College of Business Administration 2006 — 2009
BBA, Finance, Economics
Academy of the Pacific 2005 — 2006
High School/Secondary Diploma Programs, 3.9
Joseph Boutross Joseph Boutross's UBS Experience December 2008 - March 2011
Job Director,Investor Relations at LKQ Corporation
Industry Financial Services
Experience
LKQ Corporation March 2011 - Present
UBS December 2008 - March 2011
Lehman Brothers-Private Investment Management March 2007 - December 2008
Education
University of Florida
Bachelor of Science (BS), Marketing
LKQ Corporation March 2011 - Present
UBS December 2008 - March 2011
Lehman Brothers-Private Investment Management March 2007 - December 2008
Education
University of Florida
Bachelor of Science (BS), Marketing
Eric E. Johnson CFP®, CIMA® Eric E. Johnson CFP®, CIMA®'s UBS Experience July 2008 - Present
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS July 2008 - Present
Education
University of Florida - Warrington College of Business Administration 1997 — 2001
Bachelor of Science in Business Administration, Finance and Economics
UBS July 2008 - Present
Education
University of Florida - Warrington College of Business Administration 1997 — 2001
Bachelor of Science in Business Administration, Finance and Economics
Jordan Seal Jordan Seal's UBS Experience May 2010 - August 2010
Job Associate at Parker, Hudson, Rainer & Dobbs
Industry Law Practice
Experience
Parker, Hudson, Rainer & Dobbs August 2014 - Present
Parker, Hudson, Rainer & Dobbs May 2013 - July 2013
Wells Fargo Advisors May 2012 - August 2012
UBS May 2010 - August 2010
Skills
Microsoft Word, Legal Research, Microsoft Office, Public Speaking, PowerPoint, Westlaw, Research, Microsoft Excel, LexisNexis
Education
University of Georgia School of Law 2011 — 2014
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Parker, Hudson, Rainer & Dobbs August 2014 - Present
Parker, Hudson, Rainer & Dobbs May 2013 - July 2013
Wells Fargo Advisors May 2012 - August 2012
UBS May 2010 - August 2010
Skills
Microsoft Word, Legal Research, Microsoft Office, Public Speaking, PowerPoint, Westlaw, Research, Microsoft Excel, LexisNexis
Education
University of Georgia School of Law 2011 — 2014
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Cyril Dorsaz Cyril Dorsaz's UBS Experience July 2007 - September 2009
Job Head of Startup + Innovation Services at swissnex San Francisco
Industry Internet
Experience
swissnex San Francisco June 2012 - Present
Startup Weekend May 2010 - Present
Evenshop July 2007 - Present
Beansight September 2010 - September 2011
HSBC September 2009 - June 2010
UBS July 2007 - September 2009
Skills
Entrepreneurship, Strategy, Business Development, FinTech, Open Innovation, Marketing, Start-ups, E-commerce, Fundraising, Business Analysis, Event Management, International Market..., Marketing Strategy, Management, Analytics, French, Startup, Analysis, Business Planning, Strategic Partnerships, Project Management, Digital Marketing, Business Strategy, Product Management, Banking
Education
University of Geneva 2006 — 2008
2009
University of Geneva 2003 — 2006
2006
swissnex San Francisco June 2012 - Present
Startup Weekend May 2010 - Present
Evenshop July 2007 - Present
Beansight September 2010 - September 2011
HSBC September 2009 - June 2010
UBS July 2007 - September 2009
Skills
Entrepreneurship, Strategy, Business Development, FinTech, Open Innovation, Marketing, Start-ups, E-commerce, Fundraising, Business Analysis, Event Management, International Market..., Marketing Strategy, Management, Analytics, French, Startup, Analysis, Business Planning, Strategic Partnerships, Project Management, Digital Marketing, Business Strategy, Product Management, Banking
Education
University of Geneva 2006 — 2008
2009
University of Geneva 2003 — 2006
2006
EJ (Eddin) Alvarado's UBS Experience July 2008 - July 2008
Job Senior Financial Analyst Global Corporate Payments at American Express
Industry Financial Services
Experience
American Express May 2014 - Present
Time Warner Cable Media February 2013 - May 2014
EAGiL Financial Group, LLC and EAGiL Life Settlements, LLC December 2011 - February 2013
Genoese & Associates, P.A. January 2011 - May 2011
Computer Aid, Inc. January 2010 - May 2011
First Investors Corporation June 2010 - August 2010
UBS July 2008 - July 2008
Skills
Microsoft Excel, Microsoft Office, SQL, VBA, Microsoft Dynamics, Microsoft CRM, MicroStrategy Reporting, Budget Process, Corporate FP&A, Forecasting, PeopleSoft, Visual Basic
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelors of Science, Finance and Managment Information Systems
American Express May 2014 - Present
Time Warner Cable Media February 2013 - May 2014
EAGiL Financial Group, LLC and EAGiL Life Settlements, LLC December 2011 - February 2013
Genoese & Associates, P.A. January 2011 - May 2011
Computer Aid, Inc. January 2010 - May 2011
First Investors Corporation June 2010 - August 2010
UBS July 2008 - July 2008
Skills
Microsoft Excel, Microsoft Office, SQL, VBA, Microsoft Dynamics, Microsoft CRM, MicroStrategy Reporting, Budget Process, Corporate FP&A, Forecasting, PeopleSoft, Visual Basic
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelors of Science, Finance and Managment Information Systems
Dan Chiljean's UBS Experience August 2004 - July 2008
Job Senior Consultant at Michael Aaron Staffing
Industry Staffing and Recruiting
Experience
Michael Aaron Staffing November 2011 - Present
WWC August 2009 - Present
Merrill Lynch July 2008 - August 2009
UBS August 2004 - July 2008
Merrill Lynch September 1998 - April 2004
Skills
Financial Analysis, Strategic Financial..., Accounting, Due Diligence, Retirement Planning, Capital Markets, Finance, Asset Management, Portfolio Management, Wealth Management, Equities, Securities, Hedge Funds, Private Equity, Asset Allocation, Mutual Funds
Education
University of Florida 1994 — 1998
BSBA, Finance
Wantagh High School 1991 — 1994
Michael Aaron Staffing November 2011 - Present
WWC August 2009 - Present
Merrill Lynch July 2008 - August 2009
UBS August 2004 - July 2008
Merrill Lynch September 1998 - April 2004
Skills
Financial Analysis, Strategic Financial..., Accounting, Due Diligence, Retirement Planning, Capital Markets, Finance, Asset Management, Portfolio Management, Wealth Management, Equities, Securities, Hedge Funds, Private Equity, Asset Allocation, Mutual Funds
Education
University of Florida 1994 — 1998
BSBA, Finance
Wantagh High School 1991 — 1994
Brittany Byrd, CFP® Brittany Byrd, CFP®'s UBS Experience August 2015 - Present
Job G2 Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS August 2015 - Present
UBS June 2013 - Present
Octagon May 2012 - August 2012
Carlton Football Club June 2011 - July 2011
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business, Marketing, and Finance
Lorenzo de Medici, Florence, Italy 2012 — 2012
International Marketing, Art History, Spring Semester
The Lovett School 1995 — 2009
UBS August 2015 - Present
UBS June 2013 - Present
Octagon May 2012 - August 2012
Carlton Football Club June 2011 - July 2011
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business, Marketing, and Finance
Lorenzo de Medici, Florence, Italy 2012 — 2012
International Marketing, Art History, Spring Semester
The Lovett School 1995 — 2009
Laura Opdenaker's UBS Experience December 1997 - December 1999
Job Professional Event Marketing and Meeting Planner
Industry Marketing and Advertising
Experience
JP Morgan Chase Private Bank 2013 - 2015
LSO Events & Public Relations, Inc. March 2011 - February 2012
Fordham University 2011 - 2012
Citibank August 2008 - October 2010
GenSpring Family Offices September 2007 - June 2008
LSO EVENTS & PUBLIC RELATIONS, INC. July 1999 - October 2007
The Lord"s Place 2006 - 2007
The Retreat 2000 - 2002
UBS December 1997 - December 1999
French Chamber of Commerce September 1996 - April 1998
Skills
Sponsorship, Non-profits, Collateral, Research, Event Management, Event Planning, Corporate Events, Marketing Communications, Social Media Marketing, Trade Shows, Meeting Planning, Fundraising, Marketing, Relationship Marketing, Social Networking, Marketing Strategy, Social Media, Online Advertising, Market Planning, Press Releases
Education
Pine Manor College
Certificate of French Language and Culture
University of Delaware
Bachelor of Arts
JP Morgan Chase Private Bank 2013 - 2015
LSO Events & Public Relations, Inc. March 2011 - February 2012
Fordham University 2011 - 2012
Citibank August 2008 - October 2010
GenSpring Family Offices September 2007 - June 2008
LSO EVENTS & PUBLIC RELATIONS, INC. July 1999 - October 2007
The Lord"s Place 2006 - 2007
The Retreat 2000 - 2002
UBS December 1997 - December 1999
French Chamber of Commerce September 1996 - April 1998
Skills
Sponsorship, Non-profits, Collateral, Research, Event Management, Event Planning, Corporate Events, Marketing Communications, Social Media Marketing, Trade Shows, Meeting Planning, Fundraising, Marketing, Relationship Marketing, Social Networking, Marketing Strategy, Social Media, Online Advertising, Market Planning, Press Releases
Education
Pine Manor College
Certificate of French Language and Culture
University of Delaware
Bachelor of Arts
Binlan (Sophie) Song Binlan (Sophie) Song's UBS Experience December 2010 - Present
Job Intern at UBS
Industry Accounting
Experience
UBS December 2010 - Present
Daniel Business College March 2010 - November 2010
Education
University of Denver 2009 — 2011
University of Denver - Daniels College of Business 2009 — 2011
Master, Accounting
UBS December 2010 - Present
Daniel Business College March 2010 - November 2010
Education
University of Denver 2009 — 2011
University of Denver - Daniels College of Business 2009 — 2011
Master, Accounting
Timothy Nunno Timothy Nunno's UBS Experience November 2008 - Present
Job First Vice President Wealth Management, Associate Director Complex Sales Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS November 2008 - Present
Merrill Lynch November 1998 - November 2008
Skills
Series 7, 9, 10, 31, 63..., Life and Variable...
Education
University of Florida 1993 — 1997
Bachelor of Science, Finance and Economics
UBS November 2008 - Present
Merrill Lynch November 1998 - November 2008
Skills
Series 7, 9, 10, 31, 63..., Life and Variable...
Education
University of Florida 1993 — 1997
Bachelor of Science, Finance and Economics
Dale Emerick Dale Emerick's UBS Experience January 1980 - Present
Job Senior Vice President Wealth Advisor Sr. Portfolio Manager UBS
Industry Financial Services
Experience
UBS January 1980 - Present
Education
University of Florida 1977 — 1979
BSBA, Finance and Economics
UBS January 1980 - Present
Education
University of Florida 1977 — 1979
BSBA, Finance and Economics
Alex MacCormick's UBS Experience 2001 - 2005
Job Center Lane, LLC Paragraph IV & Patent Litigation Tracking... amaccormick@centerlanellc.com
Industry Pharmaceuticals
Experience
Center Lane, LLC January 2011 - Present
JMP Securities August 2008 - December 2010
ThinkEquity August 2005 - August 2008
UBS 2001 - 2005
Bear, Stearns 2000 - 2001
Rocko Slick Productions 1993 - 2000
Skills
Pharmaceutical Industry, Business Development, Competitive Analysis, Hedge Funds, Healthcare, Investments, Market Analysis, Financial Analysis, Pharmaceutics, Patent Litigation
Education
University of Denver - Daniels College of Business 1998 — 2000
MBA, Finance
Western State College 1988 — 1992
BA, Communications
University of San Francisco 1991 — 1991
Holderness 1985 — 1988
Center Lane, LLC January 2011 - Present
JMP Securities August 2008 - December 2010
ThinkEquity August 2005 - August 2008
UBS 2001 - 2005
Bear, Stearns 2000 - 2001
Rocko Slick Productions 1993 - 2000
Skills
Pharmaceutical Industry, Business Development, Competitive Analysis, Hedge Funds, Healthcare, Investments, Market Analysis, Financial Analysis, Pharmaceutics, Patent Litigation
Education
University of Denver - Daniels College of Business 1998 — 2000
MBA, Finance
Western State College 1988 — 1992
BA, Communications
University of San Francisco 1991 — 1991
Holderness 1985 — 1988
Rich Messinger's UBS Experience December 2008 - January 2009
Job Senior Engineer at VDX
Industry Information Technology and Services
Experience
StablePC, Inc. Senior EngineerVDXJanuary 2012 - Present
Citizens Bank May 2009 - January 2012
UBS December 2008 - January 2009
UBS 2008 - 2009
State Street Bank January 2008 - December 2008
State Street 2008 - 2008
Geek Housecalls 2006 - 2008
Biogen Idec 2006 - 2006
Fidelity Investments 2001 - 2006
Fidelity International 2001 - 2006
Skills
Citrix, Active Directory, Troubleshooting, IT Service Management, Customer Service, VMware, Virtualization, Disaster Recovery, Linux, Vendor Management, System Deployment, Windows Server, Project Management
Education
University of Hartford 1986 — 1990
Hall High School
StablePC, Inc. Senior EngineerVDXJanuary 2012 - Present
Citizens Bank May 2009 - January 2012
UBS December 2008 - January 2009
UBS 2008 - 2009
State Street Bank January 2008 - December 2008
State Street 2008 - 2008
Geek Housecalls 2006 - 2008
Biogen Idec 2006 - 2006
Fidelity Investments 2001 - 2006
Fidelity International 2001 - 2006
Skills
Citrix, Active Directory, Troubleshooting, IT Service Management, Customer Service, VMware, Virtualization, Disaster Recovery, Linux, Vendor Management, System Deployment, Windows Server, Project Management
Education
University of Hartford 1986 — 1990
Hall High School
Marc Pomerantz's UBS Experience August 2015 - Present
Job
Industry Financial Services
Experience
UBS August 2015 - Present
CenterState Bank May 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Budgets, Microsoft Excel, Microsoft Word, Customer Service, Business Objects, Financial Analysis, English, Research, Public Speaking, Strategic Planning, Team Leadership, Marketing, Social Media Marketing, Windows, Photoshop, HTML, Client Billing, Strategic Communications, Collaboration, Finance, Time Management, Teamwork, Leadership, Business Objects Data...
Education
University of Florida 2011 — 2015
Bachelor's Degree, Business Administration-Finance, Senior
Northview High School 2007 — 2011
UBS August 2015 - Present
CenterState Bank May 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Budgets, Microsoft Excel, Microsoft Word, Customer Service, Business Objects, Financial Analysis, English, Research, Public Speaking, Strategic Planning, Team Leadership, Marketing, Social Media Marketing, Windows, Photoshop, HTML, Client Billing, Strategic Communications, Collaboration, Finance, Time Management, Teamwork, Leadership, Business Objects Data...
Education
University of Florida 2011 — 2015
Bachelor's Degree, Business Administration-Finance, Senior
Northview High School 2007 — 2011
Jared Lewis's UBS Experience June 2015 - August 2015
Job Student at The University of Florida
Industry Financial Services
Experience
UBS June 2015 - August 2015
The AroundCampus Group May 2014 - August 2014
Boys and Girls Club of Alachua County September 2013 - May 2014
NY Tennis Academy at Shelter Rock Tennis Club July 2013 - September 2013
Pierce Day Camp July 2012 - September 2012
Skills
Leadership, Teamwork, Networking, Communication, Social Media, Organization, Microsoft Word, Microsoft Excel, PowerPoint, Sales, Team Leadership, Social Networking, Customer Service, Marketing, Public Speaking, Microsoft Office
Education
University of Florida - Warrington College Of Business 2012 — 2016
UBS June 2015 - August 2015
The AroundCampus Group May 2014 - August 2014
Boys and Girls Club of Alachua County September 2013 - May 2014
NY Tennis Academy at Shelter Rock Tennis Club July 2013 - September 2013
Pierce Day Camp July 2012 - September 2012
Skills
Leadership, Teamwork, Networking, Communication, Social Media, Organization, Microsoft Word, Microsoft Excel, PowerPoint, Sales, Team Leadership, Social Networking, Customer Service, Marketing, Public Speaking, Microsoft Office
Education
University of Florida - Warrington College Of Business 2012 — 2016
Ken Gunsberger's UBS Experience October 2008 - Present
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS October 2008 - Present
Morgan Stanley October 1999 - October 2008
Merrill Lynch May 1995 - October 1999
Education
University of Florida 1983 — 1987
BS, Finance and Financial Management Services
UBS October 2008 - Present
Morgan Stanley October 1999 - October 2008
Merrill Lynch May 1995 - October 1999
Education
University of Florida 1983 — 1987
BS, Finance and Financial Management Services
Ashley Schumann's UBS Experience June 2009 - June 2010
Job Marketing Coordinator/Social Media Specialist at Title Guaranty
Industry Real Estate
Experience
Title Guaranty May 2014 - Present
BAE Systems September 2011 - June 2012
Unitek Contracting Group July 2010 - July 2011
UBS June 2009 - June 2010
Skills
Marketing, Social Media Marketing, Social Networking, Graphic Design, Administrative..., Office Administration, Executive..., Corporate Events, Events Coordination, Marketing Event Planning, Email Marketing, Event Management, Facebook, Customer Service, Sales, PowerPoint, Social Media, Microsoft Office, Event Planning, Advertising, Microsoft Excel
Education
University of Hawaii at Manoa 2006 — 2009
Bachelor of Business Administration (B.B.A.), Marketing and International Business
University of San Diego 2005 — 2006
Business Administration and Management, General
Title Guaranty May 2014 - Present
BAE Systems September 2011 - June 2012
Unitek Contracting Group July 2010 - July 2011
UBS June 2009 - June 2010
Skills
Marketing, Social Media Marketing, Social Networking, Graphic Design, Administrative..., Office Administration, Executive..., Corporate Events, Events Coordination, Marketing Event Planning, Email Marketing, Event Management, Facebook, Customer Service, Sales, PowerPoint, Social Media, Microsoft Office, Event Planning, Advertising, Microsoft Excel
Education
University of Hawaii at Manoa 2006 — 2009
Bachelor of Business Administration (B.B.A.), Marketing and International Business
University of San Diego 2005 — 2006
Business Administration and Management, General
Douglas Heck's UBS Experience May 2000 - October 2004
Job VP, Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Merrill Edge November 2012 - Present
merrill lynch October 2009 - Present
AG Edwards July 2006 - October 2009
UBS May 2000 - October 2004
Skills
Small Business, Budgeting, Team Building, Strategic Planning, Series 7, Series 66, Financial Planning, series 31, Retirement, Retirement Planning, Finance, Fixed Annuities, Portfolio Management, Asset Allocation, Mutual Funds, Financial Analysis, IRAs, Banking, Fixed Income, Equities, Bonds, Variable Annuities, Credit, Wealth Management, Series 63, Investment Strategies, Securities, Financial Services, Alternative Investments, Stocks, 401k Rollovers, 529 Plans, Retail Banking, Asset Management, Financial Advisory, Relationship Management, Risk Management, Wealth, Financial Planners, Investment Management, Roth IRA, Saving for Education, College Savings Plans, Investments, Insurance, Leadership, Estate Planning, Investment Advisory, Strategic Financial..., Uniform Combined State...
Education
University of Hartford 1987 — 1992
Bachelor of Arts (BA)
Merrill Edge August 2014 - Present
Merrill Edge November 2012 - Present
merrill lynch October 2009 - Present
AG Edwards July 2006 - October 2009
UBS May 2000 - October 2004
Skills
Small Business, Budgeting, Team Building, Strategic Planning, Series 7, Series 66, Financial Planning, series 31, Retirement, Retirement Planning, Finance, Fixed Annuities, Portfolio Management, Asset Allocation, Mutual Funds, Financial Analysis, IRAs, Banking, Fixed Income, Equities, Bonds, Variable Annuities, Credit, Wealth Management, Series 63, Investment Strategies, Securities, Financial Services, Alternative Investments, Stocks, 401k Rollovers, 529 Plans, Retail Banking, Asset Management, Financial Advisory, Relationship Management, Risk Management, Wealth, Financial Planners, Investment Management, Roth IRA, Saving for Education, College Savings Plans, Investments, Insurance, Leadership, Estate Planning, Investment Advisory, Strategic Financial..., Uniform Combined State...
Education
University of Hartford 1987 — 1992
Bachelor of Arts (BA)
Phillip Flesch Phillip Flesch's UBS Experience May 2013 - August 2013
Job Transaction Services Intern at PwC
Industry Capital Markets
Experience
PwC June 2015 - Present
Blue Hen Investment Club September 2012 - Present
Lerner College Trading Center October 2013 - Present
J.P. Morgan January 2014 - February 2015
UBS May 2013 - August 2013
Education
University of Delaware 2012 — 2016
Bachelor of Science (BS), Finance and Accounting
Plymouth High School 2008 — 2012
PwC June 2015 - Present
Blue Hen Investment Club September 2012 - Present
Lerner College Trading Center October 2013 - Present
J.P. Morgan January 2014 - February 2015
UBS May 2013 - August 2013
Education
University of Delaware 2012 — 2016
Bachelor of Science (BS), Finance and Accounting
Plymouth High School 2008 — 2012
Traci Phan's UBS Experience March 2004 - November 2004
Job Stylist at Trunk Club
Industry Entertainment
Experience
Trunk Club October 2015 - Present
Live Nation Entertainment March 2014 - Present
Live Nation Entertainment, Inc January 2010 - Present
Live Nation Entertainment, Inc November 2007 - January 2010
Bear Stearns & Company January 2004 - November 2007
Bear Energy August 2006 - September 2007
Bear Stearns & Company December 2004 - September 2007
Bear Stearns & Co December 2004 - August 2006
UBS March 2004 - November 2004
Skills
Account Reconciliation, Accounting, Analysis, Budgets, Business Development, Business Strategy, Competitive Analysis, Corporate Communications, Event Management, Finance, Financial Analysis, Forecasting, Internal Controls, Investments, Investor Relations, Leadership, Management, Marketing, Mergers & Acquisitions, Press Releases, Negotiation, Retail, Social Media, Sales, Social Media Marketing, Social Networking, Teamwork, Time Management, Trading, Valuation, Executive Management, Market Research, Start-ups, Strategic Partnerships, Sponsorship Sales
Education
University of Houston, C.T. Bauer College of Business 1997 — 2002
BBA, Marketing
University of Houston
Bachelor of Business Administration (BBA), Marketing
Trunk Club October 2015 - Present
Live Nation Entertainment March 2014 - Present
Live Nation Entertainment, Inc January 2010 - Present
Live Nation Entertainment, Inc November 2007 - January 2010
Bear Stearns & Company January 2004 - November 2007
Bear Energy August 2006 - September 2007
Bear Stearns & Company December 2004 - September 2007
Bear Stearns & Co December 2004 - August 2006
UBS March 2004 - November 2004
Skills
Account Reconciliation, Accounting, Analysis, Budgets, Business Development, Business Strategy, Competitive Analysis, Corporate Communications, Event Management, Finance, Financial Analysis, Forecasting, Internal Controls, Investments, Investor Relations, Leadership, Management, Marketing, Mergers & Acquisitions, Press Releases, Negotiation, Retail, Social Media, Sales, Social Media Marketing, Social Networking, Teamwork, Time Management, Trading, Valuation, Executive Management, Market Research, Start-ups, Strategic Partnerships, Sponsorship Sales
Education
University of Houston, C.T. Bauer College of Business 1997 — 2002
BBA, Marketing
University of Houston
Bachelor of Business Administration (BBA), Marketing
Bernard Cohen's UBS Experience June 2015 - Present
Job Summer Analyst at UBS & President at Tau Epsilon Phi
Industry Financial Services
Experience
UBS June 2015 - Present
Tau Epsilon Phi Fraternity November 2014 - Present
Elegran Real Estate May 2014 - August 2014
Skills
Budgeting, Leadership, Public Speaking, French, QuickBooks, Microsoft Excel, International Relations, Microsoft Word, PowerPoint, Event Planning, Management, Marketing, Social Networking
Education
University of Florida 2012 — 2016
Bachelor of Science (B.S.), Finance, 3rd Year, Honors Program
UBS June 2015 - Present
Tau Epsilon Phi Fraternity November 2014 - Present
Elegran Real Estate May 2014 - August 2014
Skills
Budgeting, Leadership, Public Speaking, French, QuickBooks, Microsoft Excel, International Relations, Microsoft Word, PowerPoint, Event Planning, Management, Marketing, Social Networking
Education
University of Florida 2012 — 2016
Bachelor of Science (B.S.), Finance, 3rd Year, Honors Program
Jake King-Gilbert Jake King-Gilbert's UBS Experience May 2005 - August 2005
Job Market Manager (Area Operations Manager) at Reddy Ice
Industry Food & Beverages
Experience
Reddy Ice November 2013 - Present
Reddy Ice October 2012 - November 2013
Reddy Ice October 2011 - October 2012
ESPN March 2011 - October 2011
Economy Ice November 2006 - January 2011
University of Hartford January 2006 - December 2006
Economy Ice April 2006 - November 2006
University of Hartford April 2005 - January 2006
UBS May 2005 - August 2005
Economy Ice May 2001 - May 2005
Skills
PowerPoint, Accounts Payable, Analysis, Management, Team Building, Customer Service, Microsoft Excel, Inventory Management, Event Planning, Microsoft Office, Budgets, Sales Operations, New Business Development
Education
University of Hartford 2003 — 2007
Bachelor's of Arts, Business Administration, Dual Major in Economics/Finance & Insurance
Reddy Ice November 2013 - Present
Reddy Ice October 2012 - November 2013
Reddy Ice October 2011 - October 2012
ESPN March 2011 - October 2011
Economy Ice November 2006 - January 2011
University of Hartford January 2006 - December 2006
Economy Ice April 2006 - November 2006
University of Hartford April 2005 - January 2006
UBS May 2005 - August 2005
Economy Ice May 2001 - May 2005
Skills
PowerPoint, Accounts Payable, Analysis, Management, Team Building, Customer Service, Microsoft Excel, Inventory Management, Event Planning, Microsoft Office, Budgets, Sales Operations, New Business Development
Education
University of Hartford 2003 — 2007
Bachelor's of Arts, Business Administration, Dual Major in Economics/Finance & Insurance
Allie Burton Allie Burton's UBS Experience June 2013 - August 2013
Job Vanguard Accelerated Development Program
Industry Investment Management
Experience
Vanguard July 2014 - Present
UBS June 2013 - August 2013
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Vanguard July 2014 - Present
UBS June 2013 - August 2013
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Esteban Formoso Esteban Formoso's UBS Experience February 2001 - June 2011
Job Senior V.P. Investments at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2011 - Present
UBS February 2001 - June 2011
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Investments, Alternative Investments, Investment Advisory, Portfolio Management, Mutual Funds, Equities, Fixed Income, Strategic Financial..., Asset Management, Securities, Investment Strategies, Wealth Management..., Financial Planning, Retirement
Education
University of Florida
BS Industrial Engineering, Finance and Marketing
Morgan Stanley Wealth Management June 2011 - Present
UBS February 2001 - June 2011
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Investments, Alternative Investments, Investment Advisory, Portfolio Management, Mutual Funds, Equities, Fixed Income, Strategic Financial..., Asset Management, Securities, Investment Strategies, Wealth Management..., Financial Planning, Retirement
Education
University of Florida
BS Industrial Engineering, Finance and Marketing
David Omura David Omura's UBS Experience 1987 - 2004
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2004 - Present
UBS 1987 - 2004
Pfizer 1975 - 1986
Hawaii Air National Guards, 201st. Mobile Communication Squadron June 1968 - June 1972
Skills
Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Retirement, Investments, Securities, Portfolio Management, Strategic Financial..., Alternative Investments, Investment Strategies, Fixed Annuities, Equities, Estate Planning, Financial Advisory
Education
University of Hawaii at Manoa 1968 — 1972
Bachelor's Degree, Chemistry
Wells Fargo Advisors, LLC October 2004 - Present
UBS 1987 - 2004
Pfizer 1975 - 1986
Hawaii Air National Guards, 201st. Mobile Communication Squadron June 1968 - June 1972
Skills
Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Retirement, Investments, Securities, Portfolio Management, Strategic Financial..., Alternative Investments, Investment Strategies, Fixed Annuities, Equities, Estate Planning, Financial Advisory
Education
University of Hawaii at Manoa 1968 — 1972
Bachelor's Degree, Chemistry
John Grannis , CFP® John Grannis , CFP®'s UBS Experience January 2011 - Present
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS January 2011 - Present
Morgan Stanley Smith Barney November 2005 - January 2011
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Portfolio Management, Investment Advisory, Stocks, Mutual Funds, Banking, Risk Management, Credit, Financial Analysis, Comprehensive Financial..., Retirement Specialist, Long Term Care Insurance, Life Insurance, Investments, Financial Advisory
Education
University of Florida 1989 — 1992
Bachelor of Business Administration (B.B.A.), Accounting and Finance
UBS January 2011 - Present
Morgan Stanley Smith Barney November 2005 - January 2011
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Portfolio Management, Investment Advisory, Stocks, Mutual Funds, Banking, Risk Management, Credit, Financial Analysis, Comprehensive Financial..., Retirement Specialist, Long Term Care Insurance, Life Insurance, Investments, Financial Advisory
Education
University of Florida 1989 — 1992
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Hanxin Song Hanxin Song's UBS Experience November 2011 - Present
Job Analyst Intern at UBS
Industry Financial Services
Experience
UBS November 2011 - Present
China Construction Bank (Asia) Corporation Ltd. June 2011 - August 2011
Ecole Francaise d'Electronique et d'Informatique October 2008 - January 2009
Education
University of Denver - Daniels College of Business 2010 — 2012
Master of Science (M.S.), Finance, General
Wuhan University 2006 — 2010
B.A., Information Management and System, 3.8
Ecole d'Ingénieurs des Technologies de l'Information et du Management / EFREI(Exchange Program) 2008 — 2009
N/A, Information system
UBS November 2011 - Present
China Construction Bank (Asia) Corporation Ltd. June 2011 - August 2011
Ecole Francaise d'Electronique et d'Informatique October 2008 - January 2009
Education
University of Denver - Daniels College of Business 2010 — 2012
Master of Science (M.S.), Finance, General
Wuhan University 2006 — 2010
B.A., Information Management and System, 3.8
Ecole d'Ingénieurs des Technologies de l'Information et du Management / EFREI(Exchange Program) 2008 — 2009
N/A, Information system
Dean Akazawa CFP® Dean Akazawa CFP®'s UBS Experience October 1989 - May 2008
Job Financial Advisor, Vice President Investment Officer, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2008 - Present
UBS October 1989 - May 2008
Education
College of Financial Planning
CERTIFIED FINANCIAL PLANNER (TM)
University of Hawaii at Manoa 1980 — 1985
Bachelors, Arts and Science
Wells Fargo Advisors, LLC May 2008 - Present
UBS October 1989 - May 2008
Education
College of Financial Planning
CERTIFIED FINANCIAL PLANNER (TM)
University of Hawaii at Manoa 1980 — 1985
Bachelors, Arts and Science
Dee (Oludee) Dee (Oludee)'s UBS Experience April 2000 - July 2002
Job Chief Solutions Officer at Solutionista
Industry Real Estate
Experience
Solutionista 2009 - Present
Independent January 2006 - Present
Independent July 2002 - Present
Richard Roop 2009 - 2009
Gold Coast REIA 2008 - 2009
UBS April 2000 - July 2002
Perot Systems (UBS-Warburg) April 1998 - April 2000
Credit Suisse August 1996 - April 1998
Agape Services October 1991 - April 1998
Continental Bank February 1992 - August 1992
Education
University of Essex 1985 — 1989
BSc
Farringtons School 1981 — 1985
ISI - International School Ibadan 1978 — 1981
Solutionista 2009 - Present
Independent January 2006 - Present
Independent July 2002 - Present
Richard Roop 2009 - 2009
Gold Coast REIA 2008 - 2009
UBS April 2000 - July 2002
Perot Systems (UBS-Warburg) April 1998 - April 2000
Credit Suisse August 1996 - April 1998
Agape Services October 1991 - April 1998
Continental Bank February 1992 - August 1992
Education
University of Essex 1985 — 1989
BSc
Farringtons School 1981 — 1985
ISI - International School Ibadan 1978 — 1981
Jared Cochran's UBS Experience June 2015 - July 2015
Job StudentAthlete at University of Denver
Industry
Experience
University of Denver August 2013 - Present
UBS June 2015 - July 2015
UBS Wealth Management June 2014 - July 2014
Skills
Public Speaking
Education
University of Denver 2013 — 2017
University of Denver August 2013 - Present
UBS June 2015 - July 2015
UBS Wealth Management June 2014 - July 2014
Skills
Public Speaking
Education
University of Denver 2013 — 2017
Shelby Bowers Shelby Bowers's UBS Experience June 2010 - June 2013
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey June 2015 - Present
BDO USA, LLP February 2015 - May 2015
Paul Brown Hawaii January 2015 - February 2015
UHY LLP January 2014 - December 2014
Briggs & Veselka Co. June 2013 - September 2013
UBS June 2010 - June 2013
Paul Brown Hawaii June 2010 - June 2013
Skills
Accounting, Auditing, Spanish, Spanish Translation, Audits of Employee..., Consolidated Financial..., Microsoft Excel, QuickBooks, Team Leadership, Internal Controls, Outlook, Financial Analysis, Financial Reporting, Peachtree, Microsoft Dynamics, Bank Reconciliation
Education
University of Houston, C.T. Bauer College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
University of Houston
Minor, Spanish
McGladrey June 2015 - Present
BDO USA, LLP February 2015 - May 2015
Paul Brown Hawaii January 2015 - February 2015
UHY LLP January 2014 - December 2014
Briggs & Veselka Co. June 2013 - September 2013
UBS June 2010 - June 2013
Paul Brown Hawaii June 2010 - June 2013
Skills
Accounting, Auditing, Spanish, Spanish Translation, Audits of Employee..., Consolidated Financial..., Microsoft Excel, QuickBooks, Team Leadership, Internal Controls, Outlook, Financial Analysis, Financial Reporting, Peachtree, Microsoft Dynamics, Bank Reconciliation
Education
University of Houston, C.T. Bauer College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
University of Houston
Minor, Spanish
Raymond D'Agostino Raymond D'Agostino's UBS Experience August 2006 - July 2014
Job Vice President Financial Advisor
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
UBS August 2006 - July 2014
Morgan Stanley March 2002 - August 2006
Trane June 1998 - March 2002
Education
University of Florida 1993 — 1998
B.S.I.S.E, Industrial and Systems Engineering
Morgan Stanley July 2014 - Present
UBS August 2006 - July 2014
Morgan Stanley March 2002 - August 2006
Trane June 1998 - March 2002
Education
University of Florida 1993 — 1998
B.S.I.S.E, Industrial and Systems Engineering
Henry Hughes Henry Hughes's UBS Experience September 2010 - November 2010
Job Director of Marketing EVOL at Boulder Brands
Industry Financial Services
Experience
Boulder Brands July 2015 - Present
Boulder Brands February 2012 - June 2015
UBS September 2010 - November 2010
RedPeg Marketing June 2010 - July 2010
Pulse Communications June 2009 - August 2009
Obama for America August 2008 - August 2008
Knot Just a Bar June 2008 - August 2008
Skills
Microsoft Excel, Social Media, Microsoft Office, Marketing, PowerPoint, Microsoft Word
Education
University of Denver - Daniels College of Business 2007 — 2011
Bachelor’s Degree, Finance and Marketing, 3.5
Boulder Brands July 2015 - Present
Boulder Brands February 2012 - June 2015
UBS September 2010 - November 2010
RedPeg Marketing June 2010 - July 2010
Pulse Communications June 2009 - August 2009
Obama for America August 2008 - August 2008
Knot Just a Bar June 2008 - August 2008
Skills
Microsoft Excel, Social Media, Microsoft Office, Marketing, PowerPoint, Microsoft Word
Education
University of Denver - Daniels College of Business 2007 — 2011
Bachelor’s Degree, Finance and Marketing, 3.5
Sébastien Lerjen Sébastien Lerjen's UBS Experience July 1997 - July 2004
Job Director of International Private Banking at CFM Monaco
Industry Banking
Experience
International University of Monaco October 2014 - Present
CFM Monaco January 2012 - Present
GaiaNRG September 2011 - September 2014
Ngin Consulting & Trading SA March 2011 - September 2014
Erainvest SA January 2011 - December 2011
CMB - Compagnie Monegasque de Banque May 2008 - October 2009
Credit Suisse August 2004 - May 2008
UBS July 1997 - July 2004
Skills
Private Banking, Wealth Management, Emerging Markets, Corporate Finance, Insurance, Derivatives, Real Estate, Credit, Structuring
Education
The Liden & Denz Language Centres 2000 — 2007
Intermediary, Russian language
ISFB 1998 — 2001
Bachelor, Diplôme de Gestionnaire de Fortune
University of Geneva 1992 — 1997
Bachelor, Politics
International University of Monaco October 2014 - Present
CFM Monaco January 2012 - Present
GaiaNRG September 2011 - September 2014
Ngin Consulting & Trading SA March 2011 - September 2014
Erainvest SA January 2011 - December 2011
CMB - Compagnie Monegasque de Banque May 2008 - October 2009
Credit Suisse August 2004 - May 2008
UBS July 1997 - July 2004
Skills
Private Banking, Wealth Management, Emerging Markets, Corporate Finance, Insurance, Derivatives, Real Estate, Credit, Structuring
Education
The Liden & Denz Language Centres 2000 — 2007
Intermediary, Russian language
ISFB 1998 — 2001
Bachelor, Diplôme de Gestionnaire de Fortune
University of Geneva 1992 — 1997
Bachelor, Politics
Frank Peard, CRPC® Frank Peard, CRPC®'s UBS Experience November 2009 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS November 2009 - Present
Merrill Lynch February 2001 - November 2009
Chicago Board of Trade August 1983 - November 1999
Skills
Wealth Management, Portfolio Management
Education
University of Florida 1978 — 1982
Bachelor of Science (BS), Finance, General
UBS November 2009 - Present
Merrill Lynch February 2001 - November 2009
Chicago Board of Trade August 1983 - November 1999
Skills
Wealth Management, Portfolio Management
Education
University of Florida 1978 — 1982
Bachelor of Science (BS), Finance, General
Gina Timko's UBS Experience May 1994 - May 2005
Job First Vice President, Financial Advisor, CFP(r), CIMA(r) at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2005 - Present
UBS May 1994 - May 2005
Education
University of Florida 1975 — 1979
BS, Pharmacy
Morgan Stanley Smith Barney May 2005 - Present
UBS May 1994 - May 2005
Education
University of Florida 1975 — 1979
BS, Pharmacy
Daniel Meister Daniel Meister's UBS Experience January 2007 - September 2012
Job Private Wealth Professional. Experienced Investment Counsellor and Portfolio Manager
Industry Investment Management
Experience
Fiera Capital Corporation September 2012 - Present
UBS January 2007 - September 2012
Bank of Montreal January 2001 - August 2007
TD 1995 - 2001
Skills
Wealth Management, Retirement Planning, Investments, Investment Strategies, Strategic Financial..., Investment Advisory, Mutual Funds, Asset Allocation, Estate Planning, ETFs, Portfolio Management, Alternative Investments, Investment Management, Finance
Education
University of Guelph 1997 — 2001
Forest Heights 1990 — 1995
Fiera Capital Corporation September 2012 - Present
UBS January 2007 - September 2012
Bank of Montreal January 2001 - August 2007
TD 1995 - 2001
Skills
Wealth Management, Retirement Planning, Investments, Investment Strategies, Strategic Financial..., Investment Advisory, Mutual Funds, Asset Allocation, Estate Planning, ETFs, Portfolio Management, Alternative Investments, Investment Management, Finance
Education
University of Guelph 1997 — 2001
Forest Heights 1990 — 1995
Frederic Perrin Frederic Perrin's UBS Experience October 1995 - June 2000
Job Portfolio Manager at GIC
Industry Investment Management
Experience
GIC June 2000 - Present
UBS October 1995 - June 2000
UBS November 1992 - September 1995
Education
CFA Institute 1998 — 2000
CFA
University of Geneva 1988 — 1992
Master of Science (MS), Economics
GIC June 2000 - Present
UBS October 1995 - June 2000
UBS November 1992 - September 1995
Education
CFA Institute 1998 — 2000
CFA
University of Geneva 1988 — 1992
Master of Science (MS), Economics
Neenu Sachdev's UBS Experience 2006 - 2006
Job Executive PMO / PM, PMP, RMP, Scrum Master and Product Owner
Industry Management Consulting
Experience
Program Project Management, IT Leadership in the Greater New York City Area 2004 - Present
PBF March 2014 - December 2014
Independent Consultant 2007 - December 2014
McGraw Hill November 2011 - February 2014
Horizon Blue Cross Blue Shield of New Jersey 2011 - 2012
FDU 2007 - 2009
UBS 2006 - 2006
Bowne 2005 - 2005
Pearson Education 2001 - 2003
Deloitte Consulting 1999 - 2001
Skills
SDLC, PMP, Integration, PMO, Project Management, IT Management, Telecommunications, Vendor Management, Management, IT Strategy, Data Center, Leadership, Software Project..., IT Service Management, Business Analysis, Requirements Analysis, Program Management, Project Portfolio..., Business Intelligence, Enterprise Architecture, Business Process..., Governance, Analysis, Business Process..., Risk Management, Change Management, Management Consulting, IT Operations, Process Improvement, Resource Management, MS Project, Web Development, Agile Project Management, RMP, MBA, Masters Computer Science, Operational Excellence, Operational Risk..., IT Outsourcing, Technology, Business Process, Information Technology, Six Sigma, Microsoft Project
Education
Fairleigh Dickinson University-Florham Campus 2007 — 2009
MBA, Management
University of Florida 1991 — 1993
Master, Computer Science
Visvesvaraya National Institute of Technology (VNIT) 1987 — 1989
Master, Electronics and communications
Government College Of Engineering, Chandrapur 1984 — 1987
Bachelor's degree, Electronics and communications
St. Joseph's Convent 1970 — 1979
Middle and High School, Math and Science
Program Project Management, IT Leadership in the Greater New York City Area 2004 - Present
PBF March 2014 - December 2014
Independent Consultant 2007 - December 2014
McGraw Hill November 2011 - February 2014
Horizon Blue Cross Blue Shield of New Jersey 2011 - 2012
FDU 2007 - 2009
UBS 2006 - 2006
Bowne 2005 - 2005
Pearson Education 2001 - 2003
Deloitte Consulting 1999 - 2001
Skills
SDLC, PMP, Integration, PMO, Project Management, IT Management, Telecommunications, Vendor Management, Management, IT Strategy, Data Center, Leadership, Software Project..., IT Service Management, Business Analysis, Requirements Analysis, Program Management, Project Portfolio..., Business Intelligence, Enterprise Architecture, Business Process..., Governance, Analysis, Business Process..., Risk Management, Change Management, Management Consulting, IT Operations, Process Improvement, Resource Management, MS Project, Web Development, Agile Project Management, RMP, MBA, Masters Computer Science, Operational Excellence, Operational Risk..., IT Outsourcing, Technology, Business Process, Information Technology, Six Sigma, Microsoft Project
Education
Fairleigh Dickinson University-Florham Campus 2007 — 2009
MBA, Management
University of Florida 1991 — 1993
Master, Computer Science
Visvesvaraya National Institute of Technology (VNIT) 1987 — 1989
Master, Electronics and communications
Government College Of Engineering, Chandrapur 1984 — 1987
Bachelor's degree, Electronics and communications
St. Joseph's Convent 1970 — 1979
Middle and High School, Math and Science
Jason Wolfe's UBS Experience October 2004 - August 2006
Job
Industry Venture Capital & Private Equity
Experience
SmartGift January 2013 - Present
Citadel Investment Group August 2006 - August 2008
UBS October 2004 - August 2006
UBS Investment Bank January 2004 - October 2004
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Entrepreneurial Management and Finance
University of Houston
BS, Chemical Engineering
SmartGift January 2013 - Present
Citadel Investment Group August 2006 - August 2008
UBS October 2004 - August 2006
UBS Investment Bank January 2004 - October 2004
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Entrepreneurial Management and Finance
University of Houston
BS, Chemical Engineering
Karmen Keup's UBS Experience November 2006 - February 2009
Job Administrative Manager at UBS
Industry Financial Services
Experience
UBS Private Wealth Management February 2009 - Present
UBS November 2006 - February 2009
Education
University of Denver - Daniels College of Business 1993 — 1997
BSBA, Marketing
UBS Private Wealth Management February 2009 - Present
UBS November 2006 - February 2009
Education
University of Denver - Daniels College of Business 1993 — 1997
BSBA, Marketing
Dan Vishnesky's UBS Experience January 2009 - June 2011
Job Managing Director at Gorilla Group
Industry Information Technology and Services
Experience
Gorilla Group February 2015 - Present
Acquity Group - Part of Accenture Interactive September 2011 - February 2015
UBS January 2009 - June 2011
UBS January 2007 - January 2009
UBS January 2006 - January 2007
UBS January 2002 - January 2006
UBS November 1999 - January 2002
Skills
Agile Methodologies, SDLC, Software Project..., Software Development, Business Analysis, Program Management, Java, Project Management, Testing, Strategy, OOP, Management, Java Enterprise Edition, Swing, SOA
Education
University of Idaho 1995 — 1998
Computer Science
Gorilla Group February 2015 - Present
Acquity Group - Part of Accenture Interactive September 2011 - February 2015
UBS January 2009 - June 2011
UBS January 2007 - January 2009
UBS January 2006 - January 2007
UBS January 2002 - January 2006
UBS November 1999 - January 2002
Skills
Agile Methodologies, SDLC, Software Project..., Software Development, Business Analysis, Program Management, Java, Project Management, Testing, Strategy, OOP, Management, Java Enterprise Edition, Swing, SOA
Education
University of Idaho 1995 — 1998
Computer Science
Anton Matskovski's UBS Experience April 2001 - June 2008
Job Head of Market Risk Rates at RBS Global Banking & Markets
Industry Financial Services
Experience
RBS Global Banking & Markets January 2010 - Present
UBS April 2001 - June 2008
UBS Investment Bank 2001 - 2008
Skills
Fixed Income, Derivatives, Credit Derivatives, Structured Products, Equities, Capital Markets, Equity Derivatives, Hedge Funds, Trading Systems, Market Risk, Interest Rate..., FX Options, Prime Brokerage, CDS, Electronic Trading, Investment Banking, Quantitative Finance, Swaps
Education
University of Michigan 1995 — 1999
Master of Science (M.S.), Financial Mathematics
University of Houston 1991 — 1995
Bachelor of Arts (B.A.), Economics
RBS Global Banking & Markets January 2010 - Present
UBS April 2001 - June 2008
UBS Investment Bank 2001 - 2008
Skills
Fixed Income, Derivatives, Credit Derivatives, Structured Products, Equities, Capital Markets, Equity Derivatives, Hedge Funds, Trading Systems, Market Risk, Interest Rate..., FX Options, Prime Brokerage, CDS, Electronic Trading, Investment Banking, Quantitative Finance, Swaps
Education
University of Michigan 1995 — 1999
Master of Science (M.S.), Financial Mathematics
University of Houston 1991 — 1995
Bachelor of Arts (B.A.), Economics
Stefanie Tushin Peters's UBS Experience August 2007 - May 2011
Job Group Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management May 2011 - June 2014
UBS August 2007 - May 2011
UBS Wealth Management January 2006 - July 2007
Bloomberg June 2000 - December 2005
Skills
Asset Allocation, Bloomberg, Equities, Fixed Income, Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Wealth Management, Financial Markets, Capital Markets, Financial Services, Bloomberg Terminal, Trading Systems, Finance, Asset Management
Education
University of Delaware 1996 — 2000
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management May 2011 - June 2014
UBS August 2007 - May 2011
UBS Wealth Management January 2006 - July 2007
Bloomberg June 2000 - December 2005
Skills
Asset Allocation, Bloomberg, Equities, Fixed Income, Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Wealth Management, Financial Markets, Capital Markets, Financial Services, Bloomberg Terminal, Trading Systems, Finance, Asset Management
Education
University of Delaware 1996 — 2000
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Adam Lent's UBS Experience September 2002 - June 2003
Job Trader Visium
Industry Financial Services
Experience
Visium Asset Management 2013 - Present
Leerink Swann June 2006 - 2013
UBS September 2002 - June 2003
Education
University of Hartford 2001 — 2005
Visium Asset Management 2013 - Present
Leerink Swann June 2006 - 2013
UBS September 2002 - June 2003
Education
University of Hartford 2001 — 2005
John Shupak's UBS Experience 2002 - May 2003
Job Security Engineer at Quantlab Financial
Industry Financial Services
Experience
Quantlab Financial May 2012 - Present
Lyondell November 2003 - May 2012
UBS 2002 - May 2003
Enron 1996 - 2002
Education
University of Houston
Bachelor of Business Administration (BBA), Computer Information Systems
Quantlab Financial May 2012 - Present
Lyondell November 2003 - May 2012
UBS 2002 - May 2003
Enron 1996 - 2002
Education
University of Houston
Bachelor of Business Administration (BBA), Computer Information Systems
Brett Lederman's UBS Experience June 2002 - October 2003
Job Global Account Manager / Sr. Technical Recruiter at Starpoint Solutions
Industry Staffing and Recruiting
Experience
Starpoint Solutions April 2011 - Present
Sensible Staffing January 2006 - April 2011
On Call Employee Solutions December 2004 - December 2005
Lincoln Capital Management October 2003 - December 2004
UBS June 2002 - October 2003
Robert Half Technology June 1999 - December 2001
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Applicant Tracking..., Staffing Services, Internet Recruiting, Permanent Placement, PeopleSoft, Sourcing, Human Resources, Interviews, Benefits Negotiation, Contract Recruitment, Temporary Placement, Management, Executive Search, Training, SDLC
Education
University of Hartford 1995 — 1998
Bachelor's degree, Psychology
Starpoint Solutions April 2011 - Present
Sensible Staffing January 2006 - April 2011
On Call Employee Solutions December 2004 - December 2005
Lincoln Capital Management October 2003 - December 2004
UBS June 2002 - October 2003
Robert Half Technology June 1999 - December 2001
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Applicant Tracking..., Staffing Services, Internet Recruiting, Permanent Placement, PeopleSoft, Sourcing, Human Resources, Interviews, Benefits Negotiation, Contract Recruitment, Temporary Placement, Management, Executive Search, Training, SDLC
Education
University of Hartford 1995 — 1998
Bachelor's degree, Psychology
Meghan Patlovany's UBS Experience 1998 - 2006
Job Project Planning
Industry Nonprofit Organization Management
Experience
Patlovany Family Projects July 2003 - Present
UBS 1998 - 2006
Education
University of Houston
BA, English
Patlovany Family Projects July 2003 - Present
UBS 1998 - 2006
Education
University of Houston
BA, English
Kim Savage's UBS Experience 1998 - 2000
Job Investor Relations Associate at $1B Hedge Fund
Industry Financial Services
Experience
$1B Hedge Fund December 2014 - Present
Artha Capital Management April 2007 - November 2014
UBS 1998 - 2000
Tucker Anthony 1995 - 1998
Lehman Brothers September 1991 - 1995
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Emerging Markets, Due Diligence
Education
University of Hartford 1987 — 1991
BSBA, Marketing
$1B Hedge Fund December 2014 - Present
Artha Capital Management April 2007 - November 2014
UBS 1998 - 2000
Tucker Anthony 1995 - 1998
Lehman Brothers September 1991 - 1995
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Emerging Markets, Due Diligence
Education
University of Hartford 1987 — 1991
BSBA, Marketing
Stephen Juter's UBS Experience August 2010 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS August 2010 - Present
Credit Suisse May 2004 - August 2010
Skills
Municipal Bonds, Fixed Income, Capital Markets, Series 7, Wealth Management, Trading, Bonds, Series 63, Series 24, FINRA, Sales, Private Banking, Bloomberg, Securities, Portfolio Management, Investments
Education
University of Hartford 1988 — 1992
The Harvey School
UBS August 2010 - Present
Credit Suisse May 2004 - August 2010
Skills
Municipal Bonds, Fixed Income, Capital Markets, Series 7, Wealth Management, Trading, Bonds, Series 63, Series 24, FINRA, Sales, Private Banking, Bloomberg, Securities, Portfolio Management, Investments
Education
University of Hartford 1988 — 1992
The Harvey School
Daniel Levinson's UBS Experience November 2010 - April 2014
Job Manager, Benefits & Compensation at Genpact
Industry Human Resources
Experience
GENPACT April 2014 - Present
UBS November 2010 - April 2014
UBS September 2009 - November 2010
UBS Investment Bank June 2006 - September 2009
UBS Investment Bank May 2005 - June 2006
Skills
Human Resources, Recruiting, Onboarding, Employee Training, Management, New Hire Orientations, Team Management, Screening, Call Centers, Succession Planning, Performance Management, PeopleSoft
Education
University of Hartford 2001 — 2005
B.S., Business Management, 3.31
GENPACT April 2014 - Present
UBS November 2010 - April 2014
UBS September 2009 - November 2010
UBS Investment Bank June 2006 - September 2009
UBS Investment Bank May 2005 - June 2006
Skills
Human Resources, Recruiting, Onboarding, Employee Training, Management, New Hire Orientations, Team Management, Screening, Call Centers, Succession Planning, Performance Management, PeopleSoft
Education
University of Hartford 2001 — 2005
B.S., Business Management, 3.31
Adam Morshed's UBS Experience November 2006 - May 2009
Job Front Office Trading and Risk Software Systems Development
Industry Investment Banking
Experience
Citi June 2011 - Present
Credit Suisse June 2009 - June 2011
UBS November 2006 - May 2009
Goldman Sachs November 2005 - November 2006
Hewlett-Packard October 2000 - October 2005
Skills
Derivatives, Multithreading, Fixed Income, MBS, Risk, Credit Derivatives, Electronic Trading, Business Analysis, Trading Systems, Market Data, SQL, Quantitative Finance, Application Development, Swaps, Trading Floor, Risk Management, Java, Credit Risk, Structured Products, Collateral Management, Data Analysis, Investment Banking, Reference Data, Low Latency, Interest Rate..., Software Development, Quantitative Analytics, Valuation, Financial Risk
Education
University of Illinois at Chicago 1997 — 2000
MS, Computer Science
Citi June 2011 - Present
Credit Suisse June 2009 - June 2011
UBS November 2006 - May 2009
Goldman Sachs November 2005 - November 2006
Hewlett-Packard October 2000 - October 2005
Skills
Derivatives, Multithreading, Fixed Income, MBS, Risk, Credit Derivatives, Electronic Trading, Business Analysis, Trading Systems, Market Data, SQL, Quantitative Finance, Application Development, Swaps, Trading Floor, Risk Management, Java, Credit Risk, Structured Products, Collateral Management, Data Analysis, Investment Banking, Reference Data, Low Latency, Interest Rate..., Software Development, Quantitative Analytics, Valuation, Financial Risk
Education
University of Illinois at Chicago 1997 — 2000
MS, Computer Science
Larry Reynolds's UBS Experience 2001 - 2007
Job Managing Director, Equity Compensation
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
E*TRADE Financial July 2011 - August 2014
E*TRADE Financial November 2007 - July 2011
UBS Financial Services Inc. 2004 - 2007
UBS 2001 - 2007
Skills
Series 7, Customer Retention, Equities, FINRA, Financial Analysis, Financial Services, Fixed Income, Leadership, Management, Relationship Management, Sales, Program Management
Education
University of Delaware 1992 — 1996
Fidelity Investments August 2014 - Present
E*TRADE Financial July 2011 - August 2014
E*TRADE Financial November 2007 - July 2011
UBS Financial Services Inc. 2004 - 2007
UBS 2001 - 2007
Skills
Series 7, Customer Retention, Equities, FINRA, Financial Analysis, Financial Services, Fixed Income, Leadership, Management, Relationship Management, Sales, Program Management
Education
University of Delaware 1992 — 1996
Westley Wu's UBS Experience 2001 - 2008
Job Quality Assurance Analyst at Millennium Systems International
Industry Information Technology and Services
Experience
Millennium Systems International October 2014 - Present
Archive Systems September 2007 - August 2014
UBS 2001 - 2008
Skills
Quality Assurance, Software Quality..., User Acceptance Testing, Leadership, Integration, Management, Project Management, Requirements Analysis, Test Planning, Business Analysis, SDLC, Process Improvement
Education
University of Delaware 1991 — 1995
Millennium Systems International October 2014 - Present
Archive Systems September 2007 - August 2014
UBS 2001 - 2008
Skills
Quality Assurance, Software Quality..., User Acceptance Testing, Leadership, Integration, Management, Project Management, Requirements Analysis, Test Planning, Business Analysis, SDLC, Process Improvement
Education
University of Delaware 1991 — 1995
Mark Halberstein's UBS Experience 2006 - 2007
Job Founder & CEO at SIMPLENIGHT
Industry Hospitality
Experience
SIMPLENIGHT 2011 - Present
Allied Partners 2008 - 2011
JP Morgan 2007 - 2008
UBS 2006 - 2007
MKG 2005 - 2006
Skills
Financial Modeling, Investments, Asset Managment, Corporate Finance, Asset Management, Portfolio Management, Hospitality, Events, Corporate Events, Event Planning, Travel, Corporate Branding, Branding & Identity, Real Estate, Financial Analysis, Consulting, Valuation, Business Analysis, Investment Advisory, Due Diligence, Capital Markets, Finance, Bloomberg, Business Advisory, Equities, Mergers & Acquisitions
Education
University of Miami - School of Business 2005 — 2007
MBA, Finance, Marketing
University of Florida 2001 — 2005
Bachelor of Arts, Business Administration, Mass Communication
SIMPLENIGHT 2011 - Present
Allied Partners 2008 - 2011
JP Morgan 2007 - 2008
UBS 2006 - 2007
MKG 2005 - 2006
Skills
Financial Modeling, Investments, Asset Managment, Corporate Finance, Asset Management, Portfolio Management, Hospitality, Events, Corporate Events, Event Planning, Travel, Corporate Branding, Branding & Identity, Real Estate, Financial Analysis, Consulting, Valuation, Business Analysis, Investment Advisory, Due Diligence, Capital Markets, Finance, Bloomberg, Business Advisory, Equities, Mergers & Acquisitions
Education
University of Miami - School of Business 2005 — 2007
MBA, Finance, Marketing
University of Florida 2001 — 2005
Bachelor of Arts, Business Administration, Mass Communication
Amy Lynn Richardson, CFP®'s UBS Experience February 2009 - November 2011
Job Client Relationship Manager at Brown & Tedstrom, Inc.
Industry Financial Services
Experience
Brown & Tedstrom, Inc. September 2012 - Present
Harris Associates November 2011 - 2012
UBS February 2009 - November 2011
Lehman Brothers Holdings Inc. February 2008 - February 2009
Skills
Series 7, Series 66, Series 9, Series 10, Life & Health Insurance..., Financial Advisory, FINRA, Uniform Combined State..., Series 63, Mutual Funds, Portfolio Management
Education
University of Denver 2002 — 2006
BSBA, Real Estate/Finance
University of Denver - Daniels College of Business 2002 — 2006
Brown & Tedstrom, Inc. September 2012 - Present
Harris Associates November 2011 - 2012
UBS February 2009 - November 2011
Lehman Brothers Holdings Inc. February 2008 - February 2009
Skills
Series 7, Series 66, Series 9, Series 10, Life & Health Insurance..., Financial Advisory, FINRA, Uniform Combined State..., Series 63, Mutual Funds, Portfolio Management
Education
University of Denver 2002 — 2006
BSBA, Real Estate/Finance
University of Denver - Daniels College of Business 2002 — 2006
Cecelia Davidson's UBS Experience DirectorUBS Wealth Management1995 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS DirectorUBS Wealth Management1995 - Present
Goldman Sachs September 1980 - December 1995
Education
University of Florida 1969 — 1974
MA, Business, Computer Science
University of Miami - School of Business
UBS DirectorUBS Wealth Management1995 - Present
Goldman Sachs September 1980 - December 1995
Education
University of Florida 1969 — 1974
MA, Business, Computer Science
University of Miami - School of Business
Danielle McNair's UBS Experience September 2002 - June 2008
Job Principal/Collaborator PureMarfa
Industry Retail
Sean Wickersham's UBS Experience August 2007 - August 2008
Job Executive Vice President of Operations/Marketing at The Leaders Group, Inc.
Industry Financial Services
Experience
The Leaders Group June 1998 - Present
UBS August 2007 - August 2008
96 Hour Victory Team June 2004 - November 2004
Skills
Series 7, Investments, Strategic Financial..., Wealth Management, Retirement Planning, Investment Advisory, Financial Analysis, Fixed Annuities, FINRA, Insurance, Retirement, Life Insurance, Bloomberg, Long-term Care, Series 66
Education
Mountbatten Internship Programme 2007 — 2008
University of Denver - Daniels College of Business 2003 — 2007
BS, International Business
The Leaders Group June 1998 - Present
UBS August 2007 - August 2008
96 Hour Victory Team June 2004 - November 2004
Skills
Series 7, Investments, Strategic Financial..., Wealth Management, Retirement Planning, Investment Advisory, Financial Analysis, Fixed Annuities, FINRA, Insurance, Retirement, Life Insurance, Bloomberg, Long-term Care, Series 66
Education
Mountbatten Internship Programme 2007 — 2008
University of Denver - Daniels College of Business 2003 — 2007
BS, International Business
James Pellicane Jr, CFA's UBS Experience January 2012 - Present
Job Managing Director Capital Markets at UBS Wealth Management
Industry Financial Services
Experience
UBS January 2012 - Present
UBS Wealth Management February 2011 - January 2012
PellCo Partners LLC 2005 - August 2011
Merrill Lynch & Co. 1987 - 2006
Bondbook 2000 - 2001
Kidder Peabody 1984 - 1987
Skills
Fixed Income, Equities, Trading Systems, Capital Markets, Electronic Trading, Derivatives, Market Data, Trading, Bloomberg, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1984
MBA, Corporate Finance
University of Florida 1974 — 1979
BSBA
UBS January 2012 - Present
UBS Wealth Management February 2011 - January 2012
PellCo Partners LLC 2005 - August 2011
Merrill Lynch & Co. 1987 - 2006
Bondbook 2000 - 2001
Kidder Peabody 1984 - 1987
Skills
Fixed Income, Equities, Trading Systems, Capital Markets, Electronic Trading, Derivatives, Market Data, Trading, Bloomberg, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1984
MBA, Corporate Finance
University of Florida 1974 — 1979
BSBA
Melissa Wank, CPA, CIA's UBS Experience December 1996 - March 1999
Job VP and CFO at Pitney Bowes Bank Inc.
Industry Financial Services
Experience
Pitney Bowes Bank Inc. August 2014 - Present
Pitney Bowes Inc. March 2011 - August 2014
Pitney Bowes, Inc July 2004 - September 2011
Pitney Bowes, Inc March 1999 - July 2004
UBS December 1996 - March 1999
UBS AG/Swiss Bank January 1996 - January 1999
Credit Lyonnais August 1993 - December 1996
Credit Lyonnais Bank January 1993 - January 1996
Skills
Auditing, Risk Management, Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Internal Controls, SAP, Financial Analysis, Accounting, Accounts Receivable, Financial Audits, Credit, Process Improvement, Sarbanes-Oxley, Finance
Education
University of Hartford 1990 — 1993
BSBA, Accounting
Pitney Bowes Bank Inc. August 2014 - Present
Pitney Bowes Inc. March 2011 - August 2014
Pitney Bowes, Inc July 2004 - September 2011
Pitney Bowes, Inc March 1999 - July 2004
UBS December 1996 - March 1999
UBS AG/Swiss Bank January 1996 - January 1999
Credit Lyonnais August 1993 - December 1996
Credit Lyonnais Bank January 1993 - January 1996
Skills
Auditing, Risk Management, Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Internal Controls, SAP, Financial Analysis, Accounting, Accounts Receivable, Financial Audits, Credit, Process Improvement, Sarbanes-Oxley, Finance
Education
University of Hartford 1990 — 1993
BSBA, Accounting
Larry Metzger's UBS Experience 1999 - 2008
Job Equity Trader
Industry Investment Banking
Experience
TD Ameritrade 2009 - Present
UBS Investment Bank September 1999 - May 2008
ubs 1999 - 2008
UBS 1999 - 2008
TD Waterhouse Securities 1995 - 1999
Skills
Investments, Securities, Series 7, Equities, Options, Series 63, Trading Systems
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BS, Economics
Marlboro High School
TD Ameritrade 2009 - Present
UBS Investment Bank September 1999 - May 2008
ubs 1999 - 2008
UBS 1999 - 2008
TD Waterhouse Securities 1995 - 1999
Skills
Investments, Securities, Series 7, Equities, Options, Series 63, Trading Systems
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BS, Economics
Marlboro High School
Kendall Pruitt's UBS Experience October 2005 - October 2006
Job Senior Loan Officer at SWBC Mortgage
Industry Banking
Experience
SWBC Mortgage October 2006 - Present
UBS October 2005 - October 2006
Skills
Loans, Mortgage Lending, Credit, FHA, Loan Origination, Refinance, Mortgage Banking, Banking, USDA, VA loans, Residential Mortgages, Credit Analysis, FHA financing, Consumer Lending, Government Loans, Certified Mortgage...
Education
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration (BBA)
SWBC Mortgage October 2006 - Present
UBS October 2005 - October 2006
Skills
Loans, Mortgage Lending, Credit, FHA, Loan Origination, Refinance, Mortgage Banking, Banking, USDA, VA loans, Residential Mortgages, Credit Analysis, FHA financing, Consumer Lending, Government Loans, Certified Mortgage...
Education
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration (BBA)
Tim Wolfcale's UBS Experience 2000 - 2003
Job Client Relationship Partner at CORDA Investment Management
Industry Financial Services
Experience
CORDA Investment Management December 2013 - Present
Blue Waters Advisory Group January 2011 - December 2013
Westlake Youth Lacrosse 2005 - 2013
New York Life Insurance Company 2008 - 2010
JPMorgan Chase 2004 - 2007
UBS 2000 - 2003
First USA 1994 - 1999
Brown & Company 1986 - 1994
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investments, Series 7, Portfolio Management, Life Insurance, Asset Managment, Project Management, Mutual Funds, Asset Management, Investment Strategies, Finance, Investment Management, Asset Allocation, Securities, Financial Planning
Education
University of Florida
BA, Economics
CORDA Investment Management December 2013 - Present
Blue Waters Advisory Group January 2011 - December 2013
Westlake Youth Lacrosse 2005 - 2013
New York Life Insurance Company 2008 - 2010
JPMorgan Chase 2004 - 2007
UBS 2000 - 2003
First USA 1994 - 1999
Brown & Company 1986 - 1994
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investments, Series 7, Portfolio Management, Life Insurance, Asset Managment, Project Management, Mutual Funds, Asset Management, Investment Strategies, Finance, Investment Management, Asset Allocation, Securities, Financial Planning
Education
University of Florida
BA, Economics
Rebecca Pascarelli's UBS Experience Business AnalystUBS Investment Bank2005 - Present
Job business analyst at UBS
Industry Financial Services
Experience
UBS Business AnalystUBS Investment Bank2005 - Present
Education
University of Delaware 1992 — 1996
BSBA, Business Adminstration with a Concentration In Operations and Minor in MIS
UBS Business AnalystUBS Investment Bank2005 - Present
Education
University of Delaware 1992 — 1996
BSBA, Business Adminstration with a Concentration In Operations and Minor in MIS
Rachel (Zick) Brown, CFP®'s UBS Experience December 2002 - January 2011
Job Director at US Capital Advisors LLC
Industry Financial Services
Experience
U.S. Capital Advisors LLC January 2011 - Present
UBS December 2002 - January 2011
Texas Monthly 2000 - 2000
Skills
Mutual Funds, Series 7, Uniform Combined State..., Wealth Management, Alternative Investments, Securities, Investments, Equities, Investment Management, Private Equity, Portfolio Management, Asset Management, Financial Analysis, Financial Modeling, Valuation
Education
University of Houston, C.T. Bauer College of Business 1998 — 2002
BBA, Marketing
U.S. Capital Advisors LLC January 2011 - Present
UBS December 2002 - January 2011
Texas Monthly 2000 - 2000
Skills
Mutual Funds, Series 7, Uniform Combined State..., Wealth Management, Alternative Investments, Securities, Investments, Equities, Investment Management, Private Equity, Portfolio Management, Asset Management, Financial Analysis, Financial Modeling, Valuation
Education
University of Houston, C.T. Bauer College of Business 1998 — 2002
BBA, Marketing
Kim Theriot's UBS Experience February 2002 - March 2003
Job Director, Saracen Energy
Industry Oil & Energy
Experience
Saracen Energy May 2006 - Present
FuelQuest, Inc. October 2009 - August 2014
Cinergy July 2005 - May 2006
UBS February 2002 - March 2003
Enron October 1988 - February 2002
Skills
Energy Trading, Microsoft Office, Energy, Commodities, Natural Gas, Trading Systems, Energy Markets, Business Strategy, Business Analysis, Commodity, Commodity Markets, Contract Negotiation, Energy Industry, Leadership, New Business Development, Oil/Gas, Petroleum, Risk Management, Trading, Valuation, Management
Education
University of Houston-Clear Lake
BBA Marketing
Saracen Energy May 2006 - Present
FuelQuest, Inc. October 2009 - August 2014
Cinergy July 2005 - May 2006
UBS February 2002 - March 2003
Enron October 1988 - February 2002
Skills
Energy Trading, Microsoft Office, Energy, Commodities, Natural Gas, Trading Systems, Energy Markets, Business Strategy, Business Analysis, Commodity, Commodity Markets, Contract Negotiation, Energy Industry, Leadership, New Business Development, Oil/Gas, Petroleum, Risk Management, Trading, Valuation, Management
Education
University of Houston-Clear Lake
BBA Marketing
Adam Eichholz's UBS Experience August 2006 - August 2010
Job Vice President at Buy Rite Salon and Spa Equipment Company
Industry Financial Services
Experience
Buy Rite Salon & Spa Equipment August 2010 - Present
UBS August 2006 - August 2010
Education
University of Georgia - Terry College of Business 2002 — 2006
Finance / Real Estate, Finance and Real Estate
Buy Rite Salon & Spa Equipment August 2010 - Present
UBS August 2006 - August 2010
Education
University of Georgia - Terry College of Business 2002 — 2006
Finance / Real Estate, Finance and Real Estate
Andrea Egger's UBS Experience 1978 - 1981
Job Senior Vice President at Compagnie Monegasque de Banque
Industry Banking
Experience
Compagnie Monegasque de Banque Senior Vice PresidentCMB - Compagnie Monegasque de Banque2008 - Present
Deutsche Bank April 1996 - May 2001
BSI Banca della Svizzera Italiana April 1992 - March 1996
Credit Suisse September 1986 - March 1992
UBS 1978 - 1981
Education
University of Geneva 1973 — 1977
bachelor, law
liceo classico massimo d'azeglio torino 1968 — 1973
humanities
Compagnie Monegasque de Banque Senior Vice PresidentCMB - Compagnie Monegasque de Banque2008 - Present
Deutsche Bank April 1996 - May 2001
BSI Banca della Svizzera Italiana April 1992 - March 1996
Credit Suisse September 1986 - March 1992
UBS 1978 - 1981
Education
University of Geneva 1973 — 1977
bachelor, law
liceo classico massimo d'azeglio torino 1968 — 1973
humanities
Whitney Reichenbacker's UBS Experience June 2006 - October 2007
Job Financial Manager at Charter School Business Management
Industry Financial Services
Experience
Charter School Business Management July 2012 - Present
Indigenous Education Foundation of Tanzania May 2011 - April 2012
Brookfield Investment Management November 2007 - May 2011
UBS June 2006 - October 2007
Skills
Fixed Income, Access, Outlook, Microsoft Excel, Process Improvement, PowerPoint, Derivatives, Credit Derivatives, Operations Management, Non-profit..., Volunteer Management, Accounting, QuickBooks
Education
University of Evansville 2002 — 2006
Bachelor of Science (BS), Accounting
Charter School Business Management July 2012 - Present
Indigenous Education Foundation of Tanzania May 2011 - April 2012
Brookfield Investment Management November 2007 - May 2011
UBS June 2006 - October 2007
Skills
Fixed Income, Access, Outlook, Microsoft Excel, Process Improvement, PowerPoint, Derivatives, Credit Derivatives, Operations Management, Non-profit..., Volunteer Management, Accounting, QuickBooks
Education
University of Evansville 2002 — 2006
Bachelor of Science (BS), Accounting
Mark Bradach's UBS Experience 2015 - 2015
Job Developer Cloud Solutions Lab at HewlettPackard
Industry Computer Hardware
Experience
Hewlett-Packard October 2013 - Present
UBS 2015 - 2015
UBS 2015 - 2015
UBS 2015 - 2015
UBS 2015 - 2015
UBS 2015 - 2015
Hewlett-Packard November 2008 - September 2013
LeftHand Networks November 2004 - November 2008
Digital Equipment Corporation 1992 - 2004
Skills
Disk Arrays, Storage, iSCSI, SCSI, Storage Virtualization, SAN, Storage Area Networks, Virtualization, RAID, Troubleshooting, VMware, Fibre Channel, Enterprise Storage, HP, High Availability, Linux, HP Proliant, TCP/IP, Solaris, HP EVA, NAS, VMware ESX, Windows Server, DHCP, Cloud Computing, Testing, Operating Systems, Servers, Unix, Storage Solutions, Network Security, Storage Architecture, Switches, HP-UX, Brocade, Hardware, Cluster, Hyper-V, Data Center, DNS, Disaster Recovery, Integration, Perl, Cisco Technologies, Shell Scripting, VMware vSphere
Education
Wright State University 1980 — 1981
Post Grad Studies, Compter Engineering
University of Florida 1975 — 1979
Bachelor’s Degree, Computer Science
Hewlett-Packard October 2013 - Present
UBS 2015 - 2015
UBS 2015 - 2015
UBS 2015 - 2015
UBS 2015 - 2015
UBS 2015 - 2015
Hewlett-Packard November 2008 - September 2013
LeftHand Networks November 2004 - November 2008
Digital Equipment Corporation 1992 - 2004
Skills
Disk Arrays, Storage, iSCSI, SCSI, Storage Virtualization, SAN, Storage Area Networks, Virtualization, RAID, Troubleshooting, VMware, Fibre Channel, Enterprise Storage, HP, High Availability, Linux, HP Proliant, TCP/IP, Solaris, HP EVA, NAS, VMware ESX, Windows Server, DHCP, Cloud Computing, Testing, Operating Systems, Servers, Unix, Storage Solutions, Network Security, Storage Architecture, Switches, HP-UX, Brocade, Hardware, Cluster, Hyper-V, Data Center, DNS, Disaster Recovery, Integration, Perl, Cisco Technologies, Shell Scripting, VMware vSphere
Education
Wright State University 1980 — 1981
Post Grad Studies, Compter Engineering
University of Florida 1975 — 1979
Bachelor’s Degree, Computer Science
Habib Ahsan's UBS Experience February 2005 - October 2009
Job Finance & Technology
Industry Financial Services
Experience
Bank of America August 2010 - August 2011
Louis Dreyfus Highbridge Energy, LLC. February 2008 - October 2009
UBS February 2005 - October 2009
Enron 2000 - 2001
Keane Inc. October 1997 - October 2000
Kellogg, Brown & Root March 1996 - October 1997
May Department Stores Company January 1994 - December 1995
Skills
Commodity, Derivatives, Financial Risk, Risk Management, Structured Products, Investments, Options, Trading
Education
The University of Chicago 2010 — 2011
MS, Financial Mathematics
University of Houston-Clear Lake 2000 — 2002
MS, Software Engineering
University of Houston-Clear Lake 1993 — 1999
BS, Computer Science & Mathematics
Bank of America August 2010 - August 2011
Louis Dreyfus Highbridge Energy, LLC. February 2008 - October 2009
UBS February 2005 - October 2009
Enron 2000 - 2001
Keane Inc. October 1997 - October 2000
Kellogg, Brown & Root March 1996 - October 1997
May Department Stores Company January 1994 - December 1995
Skills
Commodity, Derivatives, Financial Risk, Risk Management, Structured Products, Investments, Options, Trading
Education
The University of Chicago 2010 — 2011
MS, Financial Mathematics
University of Houston-Clear Lake 2000 — 2002
MS, Software Engineering
University of Houston-Clear Lake 1993 — 1999
BS, Computer Science & Mathematics
Glen Schwesinger's UBS Experience September 2008 - Present
Job Financial Consultant at UBS
Industry Financial Services
Experience
UBS September 2008 - Present
Peopleflex 2000 - 2009
Merrill Lynch March 2000 - September 2008
Education
University of Florida 1996 — 1999
Finance
community school of naples 1992 — 1996
UBS September 2008 - Present
Peopleflex 2000 - 2009
Merrill Lynch March 2000 - September 2008
Education
University of Florida 1996 — 1999
Finance
community school of naples 1992 — 1996
Liz Morgan's UBS Experience May 2005 - July 2005
Job Director FP&A Merchandising & Marketing at BiLo Holdings
Industry Retail
Experience
Southeastern Grocers December 2014 - Present
Southeastern Grocers January 2014 - November 2014
Southeastern Grocers March 2011 - January 2014
Southeastern Grocers January 2010 - March 2011
SunTrust Robinson Humphrey June 2006 - May 2009
UBS May 2005 - July 2005
Federal Communications Commission June 2004 - August 2004
Skills
Financial Analysis, Strategic Planning, Forecasting, Strategy, Financial Modeling, Mergers & Acquisitions, Budgets, Process Improvement, Analysis, Retail, Finance
Education
University of Georgia - Terry College of Business 2002 — 2006
BBA, Finance
University of North Florida
Lean Six Sigma Green Belt
Southeastern Grocers December 2014 - Present
Southeastern Grocers January 2014 - November 2014
Southeastern Grocers March 2011 - January 2014
Southeastern Grocers January 2010 - March 2011
SunTrust Robinson Humphrey June 2006 - May 2009
UBS May 2005 - July 2005
Federal Communications Commission June 2004 - August 2004
Skills
Financial Analysis, Strategic Planning, Forecasting, Strategy, Financial Modeling, Mergers & Acquisitions, Budgets, Process Improvement, Analysis, Retail, Finance
Education
University of Georgia - Terry College of Business 2002 — 2006
BBA, Finance
University of North Florida
Lean Six Sigma Green Belt
Colin Coolidge's UBS Experience July 2012 - March 2014
Job Chief Auditor Corporate and Investment Banking at Citi
Industry Financial Services
Experience
Citi March 2014 - Present
UBS July 2012 - March 2014
UBS December 2007 - August 2012
UBS April 2004 - December 2007
UBS Investment Bank November 1998 - April 2004
Federal Reserve Bank of New York April 1991 - November 1998
Education
University of Hartford 1987 — 1991
BA
Fairfield College Preparatory School 1984 — 1987
Citi March 2014 - Present
UBS July 2012 - March 2014
UBS December 2007 - August 2012
UBS April 2004 - December 2007
UBS Investment Bank November 1998 - April 2004
Federal Reserve Bank of New York April 1991 - November 1998
Education
University of Hartford 1987 — 1991
BA
Fairfield College Preparatory School 1984 — 1987
Shane Gentry's UBS Experience June 1997 - June 2001
Job Sr Regional Consultant at AssetMark
Industry Financial Services
Experience
AssetMark December 2004 - Present
John Hancock Financial Services March 2004 - September 2004
Morgan Stanley Wealth Management June 2001 - January 2004
UBS June 1997 - June 2001
Skills
Retirement, Wealth Management, Investments, Business Process..., Life Insurance, Insurance, Mutual Funds, Business Analysis, SDLC, Financial Advisory, Financial Services, Retirement Planning
Education
University of Houston 1989 — 1996
Bachelor's Degree, Finance
AssetMark December 2004 - Present
John Hancock Financial Services March 2004 - September 2004
Morgan Stanley Wealth Management June 2001 - January 2004
UBS June 1997 - June 2001
Skills
Retirement, Wealth Management, Investments, Business Process..., Life Insurance, Insurance, Mutual Funds, Business Analysis, SDLC, Financial Advisory, Financial Services, Retirement Planning
Education
University of Houston 1989 — 1996
Bachelor's Degree, Finance
Anita Humphrey's UBS Experience April 2014 - Present
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS April 2014 - Present
Florida Hospital Tampa January 2013 - April 2014
American Heart Association October 2011 - September 2012
UBS June 2005 - September 2009
Skills
Fundraising, Strategic Planning, Research, Public Speaking, Budgets, Community Outreach, Event Planning, Teaching, Leadership, Leadership Development, Negotiation
Education
University of Florida 1986 — 1989
Bachelor's degree, Economics
UBS April 2014 - Present
Florida Hospital Tampa January 2013 - April 2014
American Heart Association October 2011 - September 2012
UBS June 2005 - September 2009
Skills
Fundraising, Strategic Planning, Research, Public Speaking, Budgets, Community Outreach, Event Planning, Teaching, Leadership, Leadership Development, Negotiation
Education
University of Florida 1986 — 1989
Bachelor's degree, Economics
Sarah Selvaggio's UBS Experience September 2008 - February 2009
Job Managerial Reporting and Project Manager at RBC Wealth Management Estate & Trust Services
Industry Investment Management
Experience
RBC Wealth Management - Estate & Trust Services April 2014 - Present
RBC Wealth Management - Estate and Trust Services July 2010 - March 2014
People's Light & Theatre February 2009 - July 2010
UBS September 2008 - February 2009
York County Heritage Trust December 2006 - August 2008
Chemical Heritage Foundation June 2005 - September 2006
Skills
Trust Services, Project Management, Wealth Management, Wealth Management..., High Net Worth..., Trusts, Estate Planning, Trust Management, Event Management, Management, Portfolio Management, managerial reporting, Investments, Asset Allocation, Fundraising, Financial Services, Fiduciary Services, Wealth, Animal Welfare
Education
University of North Carolina at Greensboro 2003 — 2005
Master of Arts (M.A.), American History and Museum Studies
University of Delaware 1999 — 2003
Bachelor of Arts (B.A.), American History (United States)
RBC Wealth Management - Estate & Trust Services April 2014 - Present
RBC Wealth Management - Estate and Trust Services July 2010 - March 2014
People's Light & Theatre February 2009 - July 2010
UBS September 2008 - February 2009
York County Heritage Trust December 2006 - August 2008
Chemical Heritage Foundation June 2005 - September 2006
Skills
Trust Services, Project Management, Wealth Management, Wealth Management..., High Net Worth..., Trusts, Estate Planning, Trust Management, Event Management, Management, Portfolio Management, managerial reporting, Investments, Asset Allocation, Fundraising, Financial Services, Fiduciary Services, Wealth, Animal Welfare
Education
University of North Carolina at Greensboro 2003 — 2005
Master of Arts (M.A.), American History and Museum Studies
University of Delaware 1999 — 2003
Bachelor of Arts (B.A.), American History (United States)
Eddie Ventrice's UBS Experience April 2015 - Present
Job BV Group, Managing Director Private Wealth Management at UBS
Industry Investment Management
Experience
UBS April 2015 - Present
Oppenheimer & Co. Inc. March 2009 - April 2015
Skills
Investments, Financial Advisory, Tax-Efficient Strategies, Multigenerational...
Education
University of Florida
Bachelor of Science (BS), Accounting
UBS April 2015 - Present
Oppenheimer & Co. Inc. March 2009 - April 2015
Skills
Investments, Financial Advisory, Tax-Efficient Strategies, Multigenerational...
Education
University of Florida
Bachelor of Science (BS), Accounting
Russell Cooper's UBS Experience 2002 - 2004
Job Director Flow Rates IT at Royal Bank of Scotland
Industry Banking
Experience
Royal Bank of Scotland January 2011 - Present
Barclays Capital November 2008 - December 2010
RBS Markets and International Banking 2004 - 2008
UBS 2002 - 2004
Entergy March 2001 - August 2002
Enron 2000 - 2001
Skills
Fixed Income, Trading Systems, Investment Banking, Electronic Trading, Interest Rate..., Derivatives, Sybase, Credit Derivatives, Business Analysis, Capital Markets
Education
University of Essex 1996 — 2000
Bachelor of Science (BSc), Computer Science, 1st Class
Royal Bank of Scotland January 2011 - Present
Barclays Capital November 2008 - December 2010
RBS Markets and International Banking 2004 - 2008
UBS 2002 - 2004
Entergy March 2001 - August 2002
Enron 2000 - 2001
Skills
Fixed Income, Trading Systems, Investment Banking, Electronic Trading, Interest Rate..., Derivatives, Sybase, Credit Derivatives, Business Analysis, Capital Markets
Education
University of Essex 1996 — 2000
Bachelor of Science (BSc), Computer Science, 1st Class
Kevin Farladansky's UBS Experience June 2015 - Present
Job Client Associate at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
BBVA Compass June 2014 - June 2015
BBVA Compass Investment Solutions August 2012 - June 2014
BBVA Compass Investment Solutions September 2010 - August 2012
Education
University of Houston-Downtown 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
UBS June 2015 - Present
BBVA Compass June 2014 - June 2015
BBVA Compass Investment Solutions August 2012 - June 2014
BBVA Compass Investment Solutions September 2010 - August 2012
Education
University of Houston-Downtown 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Michael Gearty's UBS Experience May 1999 - April 2002
Job Business Development Officer NYC Metro at Guggenheim Funds Distributors, Inc
Industry Financial Services
Experience
Guggenheim Funds Distributors, Inc February 2011 - Present
UBS Financial Services November 2002 - April 2010
UBS May 1999 - April 2002
Prudential Securities Inc January 1996 - January 1999
Refco January 1993 - January 1996
Alliance Capital Management January 1991 - January 1993
Reich & Tang LP January 1989 - January 1991
Education
University of Delaware 1984 — 1988
BS, Business Admin- Finance & Economics
Designations
BS, Business Administration (Finance; Economics
University of Delaware
Guggenheim Funds Distributors, Inc February 2011 - Present
UBS Financial Services November 2002 - April 2010
UBS May 1999 - April 2002
Prudential Securities Inc January 1996 - January 1999
Refco January 1993 - January 1996
Alliance Capital Management January 1991 - January 1993
Reich & Tang LP January 1989 - January 1991
Education
University of Delaware 1984 — 1988
BS, Business Admin- Finance & Economics
Designations
BS, Business Administration (Finance; Economics
University of Delaware
Shauna Blake's UBS Experience August 2002 - June 2006
Job Executive Director, Risk Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
LPL Financial September 2015 - Present
Morgan Stanley Wealth Management July 2007 - Present
UBS August 2002 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, HTML, Public Speaking, Budgets, Strategic Planning, Editing
Education
University of Delaware 1997 — 2001
Bachelor of Arts (B.A.), Communications
LPL Financial September 2015 - Present
Morgan Stanley Wealth Management July 2007 - Present
UBS August 2002 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, HTML, Public Speaking, Budgets, Strategic Planning, Editing
Education
University of Delaware 1997 — 2001
Bachelor of Arts (B.A.), Communications
linda nolting's UBS Experience 1992 - 2006
Job
Industry
Experience
Financial services 2009 - Present
Smith Barney 2006 - 2009
UBS 1992 - 2006
Skills
PowerPoint, Microsoft Excel, Customer Service, Windows, English, Microsoft Word, Outlook
Education
University of Evansville 1983 — 1984
Brazil High School 1979 — 1983
Financial services 2009 - Present
Smith Barney 2006 - 2009
UBS 1992 - 2006
Skills
PowerPoint, Microsoft Excel, Customer Service, Windows, English, Microsoft Word, Outlook
Education
University of Evansville 1983 — 1984
Brazil High School 1979 — 1983
Rhonda Lowe's UBS Experience September 1995 - October 2000
Job Photographer at Hallway2Marketing
Industry Photography
Experience
Hallway2Marketing June 2015 - Present
Freelance Photographer 2014 - Present
TSS Photography September 2013 - Present
Spring Action Photos May 2012 - Present
Your Sporting Image 2011 - Present
The Richland Companies August 2012 - June 2015
First Community Bank April 2008 - January 2012
Fayez Sarofim & Co. December 2001 - April 2008
Morgan Stanley Smith Barney November 2000 - December 2001
UBS September 1995 - October 2000
Skills
Digital Photography, Fine Art Photography, Photography, Photoshop, Lightroom, InDesign, Adobe Bridge, Accounting, Investments, Cash Management, Portfolio Management, General Ledger, Auditing, Property Management, Negotiation, Social Media, Project Management
Education
University of Houston-Clear Lake 2011 — 2015
Bachelor of Fine Arts (BFA), Art & Design
Meridian Community College 1991 — 1993
Associates, Business
Southeast Lauderdale 1979 — 1991
Diploma, General Studies
Hallway2Marketing June 2015 - Present
Freelance Photographer 2014 - Present
TSS Photography September 2013 - Present
Spring Action Photos May 2012 - Present
Your Sporting Image 2011 - Present
The Richland Companies August 2012 - June 2015
First Community Bank April 2008 - January 2012
Fayez Sarofim & Co. December 2001 - April 2008
Morgan Stanley Smith Barney November 2000 - December 2001
UBS September 1995 - October 2000
Skills
Digital Photography, Fine Art Photography, Photography, Photoshop, Lightroom, InDesign, Adobe Bridge, Accounting, Investments, Cash Management, Portfolio Management, General Ledger, Auditing, Property Management, Negotiation, Social Media, Project Management
Education
University of Houston-Clear Lake 2011 — 2015
Bachelor of Fine Arts (BFA), Art & Design
Meridian Community College 1991 — 1993
Associates, Business
Southeast Lauderdale 1979 — 1991
Diploma, General Studies
Lillian Katzin's UBS Experience August 1982 - Present
Job Vice President Investments at UBS
Industry Financial Services
Experience
UBS August 1982 - Present
J.B. Hanauer September 1981 - August 1982
Education
University of Florida
Bachelor of Arts (B.A.), Education
UBS August 1982 - Present
J.B. Hanauer September 1981 - August 1982
Education
University of Florida
Bachelor of Arts (B.A.), Education
Jackson Cooper's UBS Experience August 2007 - October 2009
Job Vice President Financial Operations at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase November 2009 - Present
UBS August 2007 - October 2009
Education
University of Michigan 2005 — 2007
Business Administration and Management
University of Florida 2003 — 2005
Finance, Bachelor of Science in Business Administration
JPMorgan Chase November 2009 - Present
UBS August 2007 - October 2009
Education
University of Michigan 2005 — 2007
Business Administration and Management
University of Florida 2003 — 2005
Finance, Bachelor of Science in Business Administration
Mara Mulfeld's UBS Experience June 2010 - August 2010
Job Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2015 - Present
Deutsche Bank July 2011 - August 2015
TradePMR August 2009 - May 2011
UBS June 2010 - August 2010
Education
University of Florida - Warrington College of Business Administration 2007 — 2011
BS
Deutsche Bank August 2015 - Present
Deutsche Bank July 2011 - August 2015
TradePMR August 2009 - May 2011
UBS June 2010 - August 2010
Education
University of Florida - Warrington College of Business Administration 2007 — 2011
BS
Tony Emanuel's UBS Experience 2000 - 2005
Job
Industry Financial Services
Experience
Janney Montgomery Scott January 2005 - Present
UBS 2000 - 2005
Skills
Retirement Planning, Series 7, Series 63, Wealth Management, Asset Allocation, Investment Advisory, Investments, Mutual Funds, Fixed Income, Alternative Investments, Estate Planning, Investment Strategies, Financial Modeling, Strategic Financial..., Bloomberg, Bonds
Education
University of South Florida 1968 — 1970
B.A., Accounting
University of Florida 1965 — 1966
Janney Montgomery Scott January 2005 - Present
UBS 2000 - 2005
Skills
Retirement Planning, Series 7, Series 63, Wealth Management, Asset Allocation, Investment Advisory, Investments, Mutual Funds, Fixed Income, Alternative Investments, Estate Planning, Investment Strategies, Financial Modeling, Strategic Financial..., Bloomberg, Bonds
Education
University of South Florida 1968 — 1970
B.A., Accounting
University of Florida 1965 — 1966
Rose Shmuely's UBS Experience December 2003 - April 2006
Job Hedge Fund Accounting
Industry Banking
Experience
Credit Suisse April 2008 - August 2011
Credit Suisse April 2006 - August 2008
UBS December 2003 - April 2006
Anchin, Block & Anchin LLP November 2000 - November 2003
Education
University of Delaware
Bachelor of Science in Accounting, Accounting
Credit Suisse April 2008 - August 2011
Credit Suisse April 2006 - August 2008
UBS December 2003 - April 2006
Anchin, Block & Anchin LLP November 2000 - November 2003
Education
University of Delaware
Bachelor of Science in Accounting, Accounting
Reginald Brockwell's UBS Experience September 1980 - June 2006
Job Consultant
Industry Financial Services
Experience
Self Employed July 2006 - Present
UBS September 1980 - June 2006
Merrill Lynch December 1971 - August 1980
Skills
Portfolio Construction..., Arbitration, Investment Management, Asset Allocation, Finance, Portfolio Management, Strategic Planning, Financial Analysis, Investments, Financial Planning, Equities, Securities, Wealth Management, Risk Management, Estate Planning, Asset Management, Series 7, Alternative Investments, Insurance, Series 63
Education
University of Houston 1975 — 1979
Master of Business Administration (M.B.A.), Finance, General
Vanderbilt University 1964 — 1968
Bachelor of Engineering (B.E.), Chemical Engineering
Self Employed July 2006 - Present
UBS September 1980 - June 2006
Merrill Lynch December 1971 - August 1980
Skills
Portfolio Construction..., Arbitration, Investment Management, Asset Allocation, Finance, Portfolio Management, Strategic Planning, Financial Analysis, Investments, Financial Planning, Equities, Securities, Wealth Management, Risk Management, Estate Planning, Asset Management, Series 7, Alternative Investments, Insurance, Series 63
Education
University of Houston 1975 — 1979
Master of Business Administration (M.B.A.), Finance, General
Vanderbilt University 1964 — 1968
Bachelor of Engineering (B.E.), Chemical Engineering
Anthony Oluwanifise, Jr's UBS Experience October 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
UBS October 2014 - Present
The New School 2011 - 2012
Education
University of Hartford
Bachelor of Science (B.S.), Economics and Finance
UBS October 2014 - Present
The New School 2011 - 2012
Education
University of Hartford
Bachelor of Science (B.S.), Economics and Finance
Jonathan Brosk's UBS Experience September 2012 - Present
Job Wealth Management
Industry Financial Services
Experience
UBS September 2012 - Present
Sunset Partners Capital Management February 2008 - August 2012
Brunswick Corporation June 2005 - February 2008
Education
University of Denver 2001 — 2005
BSBA, Finance, General
UBS September 2012 - Present
Sunset Partners Capital Management February 2008 - August 2012
Brunswick Corporation June 2005 - February 2008
Education
University of Denver 2001 — 2005
BSBA, Finance, General
Maria Gorzen's UBS Experience 1993 - 1998
Job Manager at Office of the Superintendent of Financial Institutions of Canada
Industry Investment Management
Experience
Office of the Superintendent of Financial Institutions of Canada November 2013 - Present
OSFI 2013 - 2015
Ontario Teachers' Pension Plan October 2006 - November 2012
KPMG 2004 - 2006
Deutsche Bank January 1998 - 2003
UBS 1993 - 1998
Scotiabank 1985 - 1992
Skills
Risk Management, Enterprise Risk..., Financial Risk, credit risk, Operational Risk, Operational Risk..., Operational Due..., Process Flow..., Derivatives, Internal Controls, Financial Regulation, Regulatory Documentation, corporate credit, Structured Finance, Asset-backed..., Team Leadership, Basel II, Basel III, Dodd-Frank, Collateral Management, ISDA negotiations, GMRA, Credit Risk, AML, Credit Analysis, Financial Institutions, Project Finance, Credit, Investments, Securitization, Finance
Education
York University 1986 — 1989
Master of Business Administration (MBA), International Business & Enterpreneurial Studies
Uniwersytet Gdański
Honours Master of Arts degree, Law
Uniwersytet Gdański
Bachelor of Arts degree, Economics
Office of the Superintendent of Financial Institutions of Canada November 2013 - Present
OSFI 2013 - 2015
Ontario Teachers' Pension Plan October 2006 - November 2012
KPMG 2004 - 2006
Deutsche Bank January 1998 - 2003
UBS 1993 - 1998
Scotiabank 1985 - 1992
Skills
Risk Management, Enterprise Risk..., Financial Risk, credit risk, Operational Risk, Operational Risk..., Operational Due..., Process Flow..., Derivatives, Internal Controls, Financial Regulation, Regulatory Documentation, corporate credit, Structured Finance, Asset-backed..., Team Leadership, Basel II, Basel III, Dodd-Frank, Collateral Management, ISDA negotiations, GMRA, Credit Risk, AML, Credit Analysis, Financial Institutions, Project Finance, Credit, Investments, Securitization, Finance
Education
York University 1986 — 1989
Master of Business Administration (MBA), International Business & Enterpreneurial Studies
Uniwersytet Gdański
Honours Master of Arts degree, Law
Uniwersytet Gdański
Bachelor of Arts degree, Economics
Joe Pascual's UBS Experience
Job Business Architect at UBS
Industry Financial Services
Experience
UBS
Skills
Business Analysis, Project Management, Banking, Strategy, Risk Management, Business Process..., Leadership, Enterprise Architecture, Integration
Education
University of Hertfordshire 1992 — 1995
Bachelor of Science (BSc), International Business
UBS
Skills
Business Analysis, Project Management, Banking, Strategy, Risk Management, Business Process..., Leadership, Enterprise Architecture, Integration
Education
University of Hertfordshire 1992 — 1995
Bachelor of Science (BSc), International Business
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.