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
Paula Bright Connell, CFP® Paula Bright Connell, CFP®'s UBS Experience September 1981 - November 1983
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. November 1983 - Present
UBS September 1981 - November 1983
Skills
Wealth Management, Financial Advisory, Finance, Strategic Planning, Customer Service, Investments, Retirement Planning, Series 7, Strategy
Education
University of Kentucky 1976 — 1979
UBS Financial Services Inc. November 1983 - Present
UBS September 1981 - November 1983
Skills
Wealth Management, Financial Advisory, Finance, Strategic Planning, Customer Service, Investments, Retirement Planning, Series 7, Strategy
Education
University of Kentucky 1976 — 1979
Bob Vasa Bob Vasa's UBS Experience August 2015 - Present
Job Regional Sales Manager at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
UBS September 2013 - July 2015
UBS January 2011 - August 2013
UBS August 2006 - December 2010
Smith Barney 2004 - 2006
Morgan Stanley 1999 - 2004
Skills
Series 7, Portfolio Management, Wealth Management, Fixed Income, Equities, Asset Management, Alternative Investments, Business Strategy, Investments
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Economics
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
BS, Finance
UBS August 2015 - Present
UBS September 2013 - July 2015
UBS January 2011 - August 2013
UBS August 2006 - December 2010
Smith Barney 2004 - 2006
Morgan Stanley 1999 - 2004
Skills
Series 7, Portfolio Management, Wealth Management, Fixed Income, Equities, Asset Management, Alternative Investments, Business Strategy, Investments
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Economics
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
BS, Finance
Burch Helm's UBS Experience May 2005 - Present
Job First Vice President Wealth Management UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2005 - Present
Legg Mason 1999 - 2005
Prudential Securities 1994 - 1999
Merrill Lynch 1978 - 1994
Skills
Finance, Portfolio Management, Wealth Management, Investment Strategies, Investments, Strategic Planning, Customer Service, Securities, Strategic Financial..., Asset Management, Series 7, Public Speaking, Equities, Mutual Funds, Marketing Strategy, Banking, FINRA, Financial Advisory, Estate Planning, Mortgage Banking
Education
Legg Mason Wood Walker INC. 2003 — 2004
Wealth Advisory Specialist, Financial Planning and Services
University of Louisville
UBS May 2005 - Present
Legg Mason 1999 - 2005
Prudential Securities 1994 - 1999
Merrill Lynch 1978 - 1994
Skills
Finance, Portfolio Management, Wealth Management, Investment Strategies, Investments, Strategic Planning, Customer Service, Securities, Strategic Financial..., Asset Management, Series 7, Public Speaking, Equities, Mutual Funds, Marketing Strategy, Banking, FINRA, Financial Advisory, Estate Planning, Mortgage Banking
Education
Legg Mason Wood Walker INC. 2003 — 2004
Wealth Advisory Specialist, Financial Planning and Services
University of Louisville
Seth Lawless's UBS Experience July 2009 - June 2010
Job Wealth Management Advisor with the OsborneWeberKey Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Wilmore Aquatics Club, Inc January 2006 - July 2012
UBS July 2009 - June 2010
Independent Contractor January 2007 - January 2009
Corban Enterprises January 2002 - January 2008
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Fixed Income, Investments, Portfolio Management, Bloomberg, Uniform Combined State..., Financial Modeling, Mutual Funds, Strategic Financial..., Derivatives, Asset Allocation, Series 66, Financial Advisory, Analysis, Securities, Investment Strategies, Finance, Asset Management, Series 63, Alternative Investments, Economics, Valuation, Investment Management, Financial Planning
Education
University of Kentucky 2006 — 2010
BBA, Finance and Management Double Major
Lexington Christian Academy 2002 — 2006
Merrill Lynch June 2010 - Present
Wilmore Aquatics Club, Inc January 2006 - July 2012
UBS July 2009 - June 2010
Independent Contractor January 2007 - January 2009
Corban Enterprises January 2002 - January 2008
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Fixed Income, Investments, Portfolio Management, Bloomberg, Uniform Combined State..., Financial Modeling, Mutual Funds, Strategic Financial..., Derivatives, Asset Allocation, Series 66, Financial Advisory, Analysis, Securities, Investment Strategies, Finance, Asset Management, Series 63, Alternative Investments, Economics, Valuation, Investment Management, Financial Planning
Education
University of Kentucky 2006 — 2010
BBA, Finance and Management Double Major
Lexington Christian Academy 2002 — 2006
Donald Hetzer Donald Hetzer's UBS Experience January 2006 - May 2006
Job Digital Project Manager at Cardinal Path
Industry Internet
Experience
Cardinal Path September 2014 - Present
Space Matrix January 2012 - December 2013
comScore, Inc. August 2010 - September 2011
comScore November 2008 - August 2010
Claritas August 2006 - August 2008
UBS January 2006 - May 2006
Skills
E-commerce, Leadership, Market Research, Customer Insight, Customer Analysis, Web Analytics, Competitive Analysis, Digital Marketing, Account Management, Mobile Marketing, comScore, SEM, Social Media Marketing, PowerPoint, Microsoft Excel, Manage Client..., Event Management, Office Management, Google Analytics, Marketing Strategy, Marketing, Data Analysis
Education
University of Illinois at Chicago 2002 — 2006
B.S., Marketing
Cardinal Path September 2014 - Present
Space Matrix January 2012 - December 2013
comScore, Inc. August 2010 - September 2011
comScore November 2008 - August 2010
Claritas August 2006 - August 2008
UBS January 2006 - May 2006
Skills
E-commerce, Leadership, Market Research, Customer Insight, Customer Analysis, Web Analytics, Competitive Analysis, Digital Marketing, Account Management, Mobile Marketing, comScore, SEM, Social Media Marketing, PowerPoint, Microsoft Excel, Manage Client..., Event Management, Office Management, Google Analytics, Marketing Strategy, Marketing, Data Analysis
Education
University of Illinois at Chicago 2002 — 2006
B.S., Marketing
Mark Burge Mark Burge's UBS Experience 2001 - 2009
Job Legal Assistant at Horwitz, Horwitz & Associates
Industry Law Practice
Experience
Horwitz, Horwitz & Associates February 2012 - Present
Physicians Billing Solutions October 2009 - February 2012
UBS 2001 - 2009
Education
University of Iowa 1981 — 1986
Sports Medicine
Horwitz, Horwitz & Associates February 2012 - Present
Physicians Billing Solutions October 2009 - February 2012
UBS 2001 - 2009
Education
University of Iowa 1981 — 1986
Sports Medicine
Andrew Lonergan Andrew Lonergan's UBS Experience January 2014 - June 2014
Job Logistics Account Executive
Industry Logistics and Supply Chain
Experience
Total Quality Logistics March 2015 - Present
TMC, a division of C.H. Robinson August 2014 - December 2014
UBS January 2014 - June 2014
Skills
Economics, Logistics, Microsoft Excel, Sales, Supply Chain Management, Microsoft Word, Econometrics, Statistics, Windows, WordPress, Financial Economics, Financial Econometrics, Stata
Education
University of Illinois at Chicago 2010 — 2014
Bachelor of Arts (B.A.), Economics
Total Quality Logistics March 2015 - Present
TMC, a division of C.H. Robinson August 2014 - December 2014
UBS January 2014 - June 2014
Skills
Economics, Logistics, Microsoft Excel, Sales, Supply Chain Management, Microsoft Word, Econometrics, Statistics, Windows, WordPress, Financial Economics, Financial Econometrics, Stata
Education
University of Illinois at Chicago 2010 — 2014
Bachelor of Arts (B.A.), Economics
Dhruv Seth Dhruv Seth's UBS Experience June 2014 - Present
Job Application Developer at Workday
Industry Computer Software
Experience
Workday 2015 - Present
UBS June 2014 - Present
iTKO June 2012 - August 2012
Optimal Solutions June 2011 - August 2011
Skills
CSS, Java, C++, Software Development, HTML, Technical Writing, C, JavaScript, PHP
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Computer Science
Workday 2015 - Present
UBS June 2014 - Present
iTKO June 2012 - August 2012
Optimal Solutions June 2011 - August 2011
Skills
CSS, Java, C++, Software Development, HTML, Technical Writing, C, JavaScript, PHP
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Computer Science
Marnie Georges's UBS Experience June 2014 - August 2014
Job Equity Research Associate Energy
Industry Research
Experience
Raymond James Financial, Inc. June 2015 - Present
UBS June 2014 - August 2014
KPMG US June 2013 - August 2013
NASA May 2012 - August 2012
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas May 2011 - August 2011
University of Illinois at Urbana-Champaign 2010 - 2010
Skills
Leadership, Financial Modeling, Management, Financial Analysis, Investments, Writing, Corporate Finance, Fixed Income, Equities, Valuation, Presentations, Bloomberg, Equity Research, Research, Marketing, Proposal Writing, Teamwork, Capital IQ, Marketing Strategy, Microsoft Excel, PowerPoint, Microsoft Office, Analysis, Accounting, Finance, Data Analysis, Sales, Editing, Forecasting
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master's degree, Accounting
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BSc), Accounting and Finance
Raymond James Financial, Inc. June 2015 - Present
UBS June 2014 - August 2014
KPMG US June 2013 - August 2013
NASA May 2012 - August 2012
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas May 2011 - August 2011
University of Illinois at Urbana-Champaign 2010 - 2010
Skills
Leadership, Financial Modeling, Management, Financial Analysis, Investments, Writing, Corporate Finance, Fixed Income, Equities, Valuation, Presentations, Bloomberg, Equity Research, Research, Marketing, Proposal Writing, Teamwork, Capital IQ, Marketing Strategy, Microsoft Excel, PowerPoint, Microsoft Office, Analysis, Accounting, Finance, Data Analysis, Sales, Editing, Forecasting
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master's degree, Accounting
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BSc), Accounting and Finance
June M. Dayon's UBS Experience June 2002 - February 2009
Job
Industry Information Technology and Services
Experience
Accenture August 2012 - Present
Navistar Inc October 2011 - August 2012
Mayer Brown November 2009 - October 2011
UBS June 2002 - February 2009
Deloitte 2000 - 2002
Skills
Vendor Management, ITIL, Process Improvement, Offshoring, ITIL v3 Foundations..., Change Management, Certified Project..., IT Operations, Business Process..., Business Analysis, Cross-functional Team..., IT Service Management, Program Management, Outsourcing, IT Management, IT Strategy, Leadership, Professional Services, Service Delivery, Management, System Deployment, Analysis, Call Centers, Integration, Project Portfolio..., Project Delivery, Cloud Computing
Education
University of Illinois at Chicago 1996 — 1998
University of Illinois at Urbana-Champaign 1993 — 1995
Accenture August 2012 - Present
Navistar Inc October 2011 - August 2012
Mayer Brown November 2009 - October 2011
UBS June 2002 - February 2009
Deloitte 2000 - 2002
Skills
Vendor Management, ITIL, Process Improvement, Offshoring, ITIL v3 Foundations..., Change Management, Certified Project..., IT Operations, Business Process..., Business Analysis, Cross-functional Team..., IT Service Management, Program Management, Outsourcing, IT Management, IT Strategy, Leadership, Professional Services, Service Delivery, Management, System Deployment, Analysis, Call Centers, Integration, Project Portfolio..., Project Delivery, Cloud Computing
Education
University of Illinois at Chicago 1996 — 1998
University of Illinois at Urbana-Champaign 1993 — 1995
Austin Edwards's UBS Experience May 2015 - Present
Job WMA Settlements Analyst
Industry Financial Services
Experience
UBS May 2015 - Present
Eaton's B-Line Business June 2014 - October 2014
Punchey January 2014 - April 2014
YMCA of Central Kentucky September 2011 - March 2013
Brandywine Explosives & Supply Inc May 2010 - September 2011
Sherwin Williams April 2009 - August 2009
Skills
Accounts Payable, Microsoft Office..., Microsoft Excel, Microsoft Word, Microsoft Office, Invoicing, Sales, Payroll, Budgets, PowerPoint, QuickBooks, Auditing, General Ledger, Event Planning, Research, Customer Service, Financial Analysis, Spreadsheets, Data Entry, Internal Audit, Account Reconciliation, Marketing, Direct Marketing, Outside Sales
Education
University of Kentucky 2009 — 2013
Bachelor of Science (B.S.), Agricultural Economics
University of Kentucky 2009 — 2013
Bachelor of Science (B.S.), Agricultural Economics
UBS May 2015 - Present
Eaton's B-Line Business June 2014 - October 2014
Punchey January 2014 - April 2014
YMCA of Central Kentucky September 2011 - March 2013
Brandywine Explosives & Supply Inc May 2010 - September 2011
Sherwin Williams April 2009 - August 2009
Skills
Accounts Payable, Microsoft Office..., Microsoft Excel, Microsoft Word, Microsoft Office, Invoicing, Sales, Payroll, Budgets, PowerPoint, QuickBooks, Auditing, General Ledger, Event Planning, Research, Customer Service, Financial Analysis, Spreadsheets, Data Entry, Internal Audit, Account Reconciliation, Marketing, Direct Marketing, Outside Sales
Education
University of Kentucky 2009 — 2013
Bachelor of Science (B.S.), Agricultural Economics
University of Kentucky 2009 — 2013
Bachelor of Science (B.S.), Agricultural Economics
Pai Charasika Pai Charasika's UBS Experience November 1999 - August 2006
Job 401k Retirement Specialist Teaming up with Small Business Owners and Financial Advisors for plan success
Industry Financial Services
Experience
ADP August 2015 - Present
Raymond James Financial, Infinity Capital of Raymond James August 2012 - August 2015
Stifel Financial Corp. August 2006 - March 2012
UBS November 1999 - August 2006
National City Bank May 1998 - November 1999
Skills
Series 7, Mutual Funds, Investments, Equities, Portfolio Management, Asset Allocation, Financial Analysis, Wealth Management, Asset Management, Series 63, Asset Managment, Retirement Planning, Customer Service, portfolio, Analysis
Education
University of Louisville 2005 — 2008
Masters of Business Administration, Business Administration and Management, General
Wake Forest University 1994 — 1998
Bachelor of Arts (BA), Communication, General
Kentucky Country Day School 1982 — 1994
ADP August 2015 - Present
Raymond James Financial, Infinity Capital of Raymond James August 2012 - August 2015
Stifel Financial Corp. August 2006 - March 2012
UBS November 1999 - August 2006
National City Bank May 1998 - November 1999
Skills
Series 7, Mutual Funds, Investments, Equities, Portfolio Management, Asset Allocation, Financial Analysis, Wealth Management, Asset Management, Series 63, Asset Managment, Retirement Planning, Customer Service, portfolio, Analysis
Education
University of Louisville 2005 — 2008
Masters of Business Administration, Business Administration and Management, General
Wake Forest University 1994 — 1998
Bachelor of Arts (BA), Communication, General
Kentucky Country Day School 1982 — 1994
Asra Dhorajiwala's UBS Experience August 2012 - November 2012
Job Art Direction Student at Chicago Portfolio School
Industry Marketing and Advertising
Experience
Chicago Portfolio School January 2015 - Present
Morgan Stanley January 2013 - Present
Split, Inc. July 2014 - December 2014
University of Illinois' College of Business September 2011 - August 2013
UBS August 2012 - November 2012
Guess May 2012 - August 2012
Michelle Twitchell State Farm March 2010 - August 2012
Skills
Facebook, Marketing, Outlook, Social Media, Microsoft Office, Microsoft Excel, Social Networking, Event Planning, Research, Public Speaking, Time Management, Customer Service, Data Entry, Data Analysis, Social Media Marketing, Marketing Strategy, Public Relations, International Business, Marketing Communications, Microsoft Word
Education
Chicago Portfolio School 2015 — 2016
Art Direction, Art Direction
University of Illinois at Chicago 2010 — 2014
Bachelor's Degree, Marketing/Communications/International Business
Chicago Portfolio School January 2015 - Present
Morgan Stanley January 2013 - Present
Split, Inc. July 2014 - December 2014
University of Illinois' College of Business September 2011 - August 2013
UBS August 2012 - November 2012
Guess May 2012 - August 2012
Michelle Twitchell State Farm March 2010 - August 2012
Skills
Facebook, Marketing, Outlook, Social Media, Microsoft Office, Microsoft Excel, Social Networking, Event Planning, Research, Public Speaking, Time Management, Customer Service, Data Entry, Data Analysis, Social Media Marketing, Marketing Strategy, Public Relations, International Business, Marketing Communications, Microsoft Word
Education
Chicago Portfolio School 2015 — 2016
Art Direction, Art Direction
University of Illinois at Chicago 2010 — 2014
Bachelor's Degree, Marketing/Communications/International Business
Brian Zimmer Brian Zimmer's UBS Experience June 1996 - July 2000
Job Vice President, Engineering at The Climate Corporation
Industry Computer Software
Experience
The Climate Corporation November 2013 - Present
The Climate Corporation May 2012 - November 2013
The Climate Corporation March 2009 - May 2012
Yapta July 2008 - March 2009
Orbitz September 2002 - July 2008
Divine June 2001 - August 2002
Ignite Sports Media April 2001 - June 2002
Intercap July 2000 - April 2001
UBS June 1996 - July 2000
Education
University of Illinois at Urbana-Champaign 1992 — 1996
BS, Finance
The Climate Corporation November 2013 - Present
The Climate Corporation May 2012 - November 2013
The Climate Corporation March 2009 - May 2012
Yapta July 2008 - March 2009
Orbitz September 2002 - July 2008
Divine June 2001 - August 2002
Ignite Sports Media April 2001 - June 2002
Intercap July 2000 - April 2001
UBS June 1996 - July 2000
Education
University of Illinois at Urbana-Champaign 1992 — 1996
BS, Finance
Kyle Freeman's UBS Experience May 2001 - August 2001
Job Supply Chain Planner
Industry Computer Software
Experience
Google April 2015 - Present
Recmor January 2009 - Present
IMDb.com (an Amazon subsidiary) September 2013 - April 2015
Amazon March 2012 - August 2013
Amazon January 2009 - February 2012
Amazon February 2006 - December 2008
Amazon July 2002 - January 2006
UBS May 2001 - August 2001
Skills
Distributed Systems, Scalability, Java, Ruby, E-commerce, endorsing skills, Entrepreneurship
Education
University of Illinois at Urbana-Champaign 1998 — 2002
BS, Computer Science
Google April 2015 - Present
Recmor January 2009 - Present
IMDb.com (an Amazon subsidiary) September 2013 - April 2015
Amazon March 2012 - August 2013
Amazon January 2009 - February 2012
Amazon February 2006 - December 2008
Amazon July 2002 - January 2006
UBS May 2001 - August 2001
Skills
Distributed Systems, Scalability, Java, Ruby, E-commerce, endorsing skills, Entrepreneurship
Education
University of Illinois at Urbana-Champaign 1998 — 2002
BS, Computer Science
Ellie Fisher's UBS Experience July 2015 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS July 2015 - Present
Hilliard Lyons April 2013 - June 2015
J.P. Morgan June 2012 - March 2013
Keystone Financial Group May 2011 - May 2012
Education
University of Kentucky 2008 — 2012
Bachelor of Science (B.S.), Accounting
UBS July 2015 - Present
Hilliard Lyons April 2013 - June 2015
J.P. Morgan June 2012 - March 2013
Keystone Financial Group May 2011 - May 2012
Education
University of Kentucky 2008 — 2012
Bachelor of Science (B.S.), Accounting
Tuffy Wood's UBS Experience 1999 - 2002
Job Managing Director, Investments; Wealth Management Specialist at Clearpath Financial of Raymond James
Industry Financial Services
Experience
Clearpath Financial of Raymond James July 2002 - Present
Morgan Keegan & Co Inc July 2004 - March 2013
UBS 1999 - 2002
Hilliard Lyons 1991 - 1999
Coopers and Lybrand 1989 - 1991
Skills
CPA, Accounting, Wealth Management, Investments, Series 7, Series 63, Series 66, Series 9, Series 10
Education
University of Kentucky
Bachelor of Science (B.S.), Accounting
St. Xavier High School Louisville KY
Clearpath Financial of Raymond James July 2002 - Present
Morgan Keegan & Co Inc July 2004 - March 2013
UBS 1999 - 2002
Hilliard Lyons 1991 - 1999
Coopers and Lybrand 1989 - 1991
Skills
CPA, Accounting, Wealth Management, Investments, Series 7, Series 63, Series 66, Series 9, Series 10
Education
University of Kentucky
Bachelor of Science (B.S.), Accounting
St. Xavier High School Louisville KY
Jerry Zegart's UBS Experience February 1994 - Present
Job First Vice President Wealth Management / Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS February 1994 - Present
UBS July 1999 - January 2004
Morgan Stanley Smith Barney February 1991 - February 1994
Prudential Financial October 1978 - February 1991
Skills
Investment Advisory, Investment Strategies, Wealth Management, Global Tactical Asset..., Investment Management, Portfolio Management, Financial Planning, Portfolio Strategy, Retirement Planning, Estate Planning, Retirement Income..., Long Term Care Insurance, Philanthropic Planning, Financial Market..., Entrepreneurship, Strategic Planning, Leadership, Public Speaking
Education
University of Kentucky,University of Kentucky College of Pharmacy
Pharmacy School
University of Louisville
Business
UBS February 1994 - Present
UBS July 1999 - January 2004
Morgan Stanley Smith Barney February 1991 - February 1994
Prudential Financial October 1978 - February 1991
Skills
Investment Advisory, Investment Strategies, Wealth Management, Global Tactical Asset..., Investment Management, Portfolio Management, Financial Planning, Portfolio Strategy, Retirement Planning, Estate Planning, Retirement Income..., Long Term Care Insurance, Philanthropic Planning, Financial Market..., Entrepreneurship, Strategic Planning, Leadership, Public Speaking
Education
University of Kentucky,University of Kentucky College of Pharmacy
Pharmacy School
University of Louisville
Business
Michele Moras Michele Moras's UBS Experience July 2013 - August 2014
Job Participant Services Representative at Mercer
Industry Human Resources
Experience
Mercer September 2014 - Present
Grace Lutheran Church 2007 - Present
Hawthorn Elementary School 2007 - September 2014
UBS July 2013 - August 2014
Holy Family Parish February 2004 - August 2009
Discovery Toys Independent Consultant 1997 - 2003
Hay Group 1992 - 1997
HUB International, Formerly Mack & Parker 1988 - 1991
Skills
Team Building, Coaching, Highly adaptable, Recruiting, Public Speaking, Management, Strategic Planning, Leadership, Customer Service, Education, Build Trust, Enhancing Confidence..., Quick Study, Marketing, Marketing Communications, Motivated self-starter, Lifelong Learning, Enthusiastic..., Effective communicator, Champion of Diversity, Empathetic, Sales, Self-starter, Adaptation, Training, Team Leadership, Consulting, Change Management, Human Resources
Education
University of Illinois at Urbana-Champaign
Bachelor's Degree, French with a business concentration
University of Illinois at Urbana-Champaign
Bachelor's degree, French, Concentration in Business
Mercer September 2014 - Present
Grace Lutheran Church 2007 - Present
Hawthorn Elementary School 2007 - September 2014
UBS July 2013 - August 2014
Holy Family Parish February 2004 - August 2009
Discovery Toys Independent Consultant 1997 - 2003
Hay Group 1992 - 1997
HUB International, Formerly Mack & Parker 1988 - 1991
Skills
Team Building, Coaching, Highly adaptable, Recruiting, Public Speaking, Management, Strategic Planning, Leadership, Customer Service, Education, Build Trust, Enhancing Confidence..., Quick Study, Marketing, Marketing Communications, Motivated self-starter, Lifelong Learning, Enthusiastic..., Effective communicator, Champion of Diversity, Empathetic, Sales, Self-starter, Adaptation, Training, Team Leadership, Consulting, Change Management, Human Resources
Education
University of Illinois at Urbana-Champaign
Bachelor's Degree, French with a business concentration
University of Illinois at Urbana-Champaign
Bachelor's degree, French, Concentration in Business
Benjamin Mendez Benjamin Mendez's UBS Experience June 2003 - August 2003
Job Teller at PNC Bank
Industry Staffing and Recruiting
Experience
South Division Credit Union June 2014 - Present
PNC March 2013 - June 2014
Kelly Services April 2013 - January 2014
South Division Credit Union March 2006 - April 2010
Jewel Food Stores November 2005 - March 2006
UBS June 2003 - August 2003
Skills
Management, Teller Operations, Customer-focused Service, Conflict Resolution, Negotiation, Labor Relations, Writing, Business Writing, Labor, Training, Microsoft Word, Microsoft Excel, PowerPoint, 10 Key
Education
University of Illinois at Chicago 2004 — 2012
Bachelor of Science (B.S.), Management, Major GPA of 3.33
Brother Rice High School 2000 — 2004
High School Diploma, General Education, Graduated with Honors
South Division Credit Union June 2014 - Present
PNC March 2013 - June 2014
Kelly Services April 2013 - January 2014
South Division Credit Union March 2006 - April 2010
Jewel Food Stores November 2005 - March 2006
UBS June 2003 - August 2003
Skills
Management, Teller Operations, Customer-focused Service, Conflict Resolution, Negotiation, Labor Relations, Writing, Business Writing, Labor, Training, Microsoft Word, Microsoft Excel, PowerPoint, 10 Key
Education
University of Illinois at Chicago 2004 — 2012
Bachelor of Science (B.S.), Management, Major GPA of 3.33
Brother Rice High School 2000 — 2004
High School Diploma, General Education, Graduated with Honors
Aqeel Bukhari's UBS Experience October 2014 - Present
Job Data & Document Specialist Client Onboarding at UBS
Industry Banking
Experience
UBS October 2014 - Present
UBS February 2010 - October 2014
UBS May 2012 - September 2012
UBS Investment Bank September 2008 - September 2009
Matravers & Co. March 2008 - August 2008
Skills
Risk Management, Valuation, Fixed Income, Derivatives, Equities, Financial Risk, Portfolio Management
Education
University of Liverpool 2004 — 2007
BSc (Honours), e-Business
UBS October 2014 - Present
UBS February 2010 - October 2014
UBS May 2012 - September 2012
UBS Investment Bank September 2008 - September 2009
Matravers & Co. March 2008 - August 2008
Skills
Risk Management, Valuation, Fixed Income, Derivatives, Equities, Financial Risk, Portfolio Management
Education
University of Liverpool 2004 — 2007
BSc (Honours), e-Business
Asad Zia Asad Zia's UBS Experience June 2006 - March 2011
Job Manager at Capgemini
Industry Information Technology and Services
Experience
Capgemini March 2015 - Present
MITRE March 2011 - March 2015
UBS June 2006 - March 2011
Dell Services January 1999 - June 2006
Skills
Program Management, ITIL, PMP, PMO, Security Clearance, Planning, Project Planning, Vendor Management, Management, Process Improvement, Security, Strategic Planning, SDLC, Project Management, IT Management, Strategy, Leadership, Analysis, IT Strategy, Business Strategy
Education
The University of Chicago 2010 — 2012
Project Management Strategy Certificate Program
University of Kentucky 2000 — 2003
MBA, MBA
University of Kentucky 1996 — 1999
Bachelor of Science, Computer Science, Minor in Mathematics
Capgemini March 2015 - Present
MITRE March 2011 - March 2015
UBS June 2006 - March 2011
Dell Services January 1999 - June 2006
Skills
Program Management, ITIL, PMP, PMO, Security Clearance, Planning, Project Planning, Vendor Management, Management, Process Improvement, Security, Strategic Planning, SDLC, Project Management, IT Management, Strategy, Leadership, Analysis, IT Strategy, Business Strategy
Education
The University of Chicago 2010 — 2012
Project Management Strategy Certificate Program
University of Kentucky 2000 — 2003
MBA, MBA
University of Kentucky 1996 — 1999
Bachelor of Science, Computer Science, Minor in Mathematics
Jeffrey Hulette's UBS Experience January 2009 - Present
Job Senior Vice PresidentWealth Management at UBS
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch August 1994 - January 2009
Education
University of Kentucky 1982 — 1986
Bachelor of Arts (B.A.), Journalism
UBS January 2009 - Present
Merrill Lynch August 1994 - January 2009
Education
University of Kentucky 1982 — 1986
Bachelor of Arts (B.A.), Journalism
Jaime Messinger's UBS Experience June 2013 - Present
Job Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS June 2013 - Present
UBS January 2013 - May 2013
Education
University of Kentucky 2009 — 2013
Bachelor of Science (B.S.), Marketing
UBS June 2013 - Present
UBS January 2013 - May 2013
Education
University of Kentucky 2009 — 2013
Bachelor of Science (B.S.), Marketing
Marlon Glean Marlon Glean's UBS Experience September 2000 - July 2003
Job Attorney at Law
Industry Legal Services
Experience
Ministry of Foreign Affairs and International Business, Grenada September 2010 - January 2014
Grenada Breweries Limited June 2011 - June 2013
Public Utilities Commission 2012 - 2013
T. A. Marryshow Community College (TAMCC) September 2007 - July 2012
Noel Hood & Glean December 2007 - June 2012
Superfund September 2008 - September 2010
SUNY Oneonta July 2003 - August 2004
UBS September 2000 - July 2003
Skills
Legal Advice, International Law, Corporate Law, Corporate Governance, Intellectual Property, Competition Law, Privacy Law, Contract Law, Legal Writing, Commercial Litigation, Public Policy, Dispute Resolution, Litigation, Legal Research, Policy Analysis, Football, Soccer, Athlete Representation, Athlete Development, Energetic team player, Player Development, Football Administration, Sports Law, Multilateral..., Multilateral..., Human Rights Law, International..., Legal Compliance, Diplomacy, International Relations, Criminal Defense..., Civil Litigation, Arbitration, Courts, Criminal Law, Due Diligence, Legal Issues, Legal Assistance, Human Rights
Education
Nottingham Law School (NLS) 2006 — 2007
Bar Vocational Course, Law
University of Leicester 2004 — 2006
Bachelor of Laws (LLB), Law
University of South Carolina-Aiken 1996 — 1999
Bachelor of Science (BS), Business Administration
Ministry of Foreign Affairs and International Business, Grenada September 2010 - January 2014
Grenada Breweries Limited June 2011 - June 2013
Public Utilities Commission 2012 - 2013
T. A. Marryshow Community College (TAMCC) September 2007 - July 2012
Noel Hood & Glean December 2007 - June 2012
Superfund September 2008 - September 2010
SUNY Oneonta July 2003 - August 2004
UBS September 2000 - July 2003
Skills
Legal Advice, International Law, Corporate Law, Corporate Governance, Intellectual Property, Competition Law, Privacy Law, Contract Law, Legal Writing, Commercial Litigation, Public Policy, Dispute Resolution, Litigation, Legal Research, Policy Analysis, Football, Soccer, Athlete Representation, Athlete Development, Energetic team player, Player Development, Football Administration, Sports Law, Multilateral..., Multilateral..., Human Rights Law, International..., Legal Compliance, Diplomacy, International Relations, Criminal Defense..., Civil Litigation, Arbitration, Courts, Criminal Law, Due Diligence, Legal Issues, Legal Assistance, Human Rights
Education
Nottingham Law School (NLS) 2006 — 2007
Bar Vocational Course, Law
University of Leicester 2004 — 2006
Bachelor of Laws (LLB), Law
University of South Carolina-Aiken 1996 — 1999
Bachelor of Science (BS), Business Administration
Raghu Divi Raghu Divi's UBS Experience May 2008 - June 2012
Job sql server DBA consultant at Nomura
Industry Information Technology and Services
Experience
Nomura Securities May 2015 - Present
Cleary Gottlieb Steen & Hamilton LLP February 2015 - May 2015
citi June 2012 - February 2015
UBS May 2008 - June 2012
Tiffany November 2004 - May 2008
Kraft September 2004 - November 2004
Intuit October 2003 - September 2004
Compaq Corp October 2001 - March 2003
Skills
Replication, Microsoft SQL Server, SSIS, Performance Tuning, Databases, Disaster Recovery, Oracle, SDLC, Servers, SQL, Database Administration
Education
University of Madras 1995 — 2000
BE, computer science
University of Madras 1995 — 2000
Bachelor of Engineering (B.E.), Computer Science
Software Technology
BS, Engineering in Computer Science
Nomura Securities May 2015 - Present
Cleary Gottlieb Steen & Hamilton LLP February 2015 - May 2015
citi June 2012 - February 2015
UBS May 2008 - June 2012
Tiffany November 2004 - May 2008
Kraft September 2004 - November 2004
Intuit October 2003 - September 2004
Compaq Corp October 2001 - March 2003
Skills
Replication, Microsoft SQL Server, SSIS, Performance Tuning, Databases, Disaster Recovery, Oracle, SDLC, Servers, SQL, Database Administration
Education
University of Madras 1995 — 2000
BE, computer science
University of Madras 1995 — 2000
Bachelor of Engineering (B.E.), Computer Science
Software Technology
BS, Engineering in Computer Science
Chris Totten's UBS Experience January 1998 - January 2003
Job Medical Sales Regional Manager
Industry Medical Devices
Experience
Tin Keys Holdings LLC 2011 - Present
Pentax Medical Company, Inc April 2006 - March 2011
BMW of North America, LLC August 2003 - April 2006
UBS January 1998 - January 2003
Ferris, Baker Watts Inc. June 1996 - July 1998
Ferris, Baker and Watts Inc January 1996 - January 1998
Lowe's Home Improvement January 1991 - January 1995
Skills
Sales Management, Contract Negotiation, Marketing, Sales Operations, CRM, Capital Equipment, Sales Process, Customer Service, Sales, Operating Room, Market Development, Account Management, Negotiation, New Business Development, Product Marketing, Surgeons, Product Development, Coaching, Marketing Strategy, Medical Devices, Strategy, Management, Leadership
Education
University of Kentucky 1993 — 1995
Communication and Media Studies
Ashland College 1991 — 1995
Communications
Tin Keys Holdings LLC 2011 - Present
Pentax Medical Company, Inc April 2006 - March 2011
BMW of North America, LLC August 2003 - April 2006
UBS January 1998 - January 2003
Ferris, Baker Watts Inc. June 1996 - July 1998
Ferris, Baker and Watts Inc January 1996 - January 1998
Lowe's Home Improvement January 1991 - January 1995
Skills
Sales Management, Contract Negotiation, Marketing, Sales Operations, CRM, Capital Equipment, Sales Process, Customer Service, Sales, Operating Room, Market Development, Account Management, Negotiation, New Business Development, Product Marketing, Surgeons, Product Development, Coaching, Marketing Strategy, Medical Devices, Strategy, Management, Leadership
Education
University of Kentucky 1993 — 1995
Communication and Media Studies
Ashland College 1991 — 1995
Communications
Malloy Moulis's UBS Experience December 2010 - May 2011
Job Financial Analyst Testing and Services Group at Greene's Energy Group
Industry Oil & Energy
Experience
Greene's Energy Group June 2013 - Present
Greene’s Energy Group May 2012 - June 2013
Acadian Land Services May 2011 - August 2011
UBS December 2010 - May 2011
JPMorgan Chase January 2010 - December 2010
Law Office of George R. Knox April 2007 - November 2009
Pop-A-Lock November 2008 - January 2009
Skills
Auditing, Financial Modeling, Finance, Internal Audit, Management, Budgets, Event Planning, Leadership, Fixed Assets, Entrepreneurship, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office
Education
Flores MBA Program at Louisiana State University 2011 — 2013
MBA, Finance, Entrepreneurship and International Business
University of Louisiana at Lafayette 2007 — 2011
BS, Finance
Greene's Energy Group June 2013 - Present
Greene’s Energy Group May 2012 - June 2013
Acadian Land Services May 2011 - August 2011
UBS December 2010 - May 2011
JPMorgan Chase January 2010 - December 2010
Law Office of George R. Knox April 2007 - November 2009
Pop-A-Lock November 2008 - January 2009
Skills
Auditing, Financial Modeling, Finance, Internal Audit, Management, Budgets, Event Planning, Leadership, Fixed Assets, Entrepreneurship, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office
Education
Flores MBA Program at Louisiana State University 2011 — 2013
MBA, Finance, Entrepreneurship and International Business
University of Louisiana at Lafayette 2007 — 2011
BS, Finance
Ryan Siavelis's UBS Experience May 2009 - August 2009
Job Analyst II at IHS, Inc.
Industry Information Services
Experience
IHS, Inc. October 2014 - Present
Dish Network March 2014 - October 2014
TTX August 2012 - November 2013
UBS May 2009 - August 2009
Skills
Stata, Economics, Data Analysis, Statistics, Research, Quantitative Research, Economic Forecasting, Freight Transportation, Demand Forecasting, Business Writing, Econometrics
Education
University of Illinois at Urbana-Champaign 2011 — 2012
Master of Science (MS), Policy Economics
University of Vermont 2006 — 2010
BA, Economics
IHS, Inc. October 2014 - Present
Dish Network March 2014 - October 2014
TTX August 2012 - November 2013
UBS May 2009 - August 2009
Skills
Stata, Economics, Data Analysis, Statistics, Research, Quantitative Research, Economic Forecasting, Freight Transportation, Demand Forecasting, Business Writing, Econometrics
Education
University of Illinois at Urbana-Champaign 2011 — 2012
Master of Science (MS), Policy Economics
University of Vermont 2006 — 2010
BA, Economics
Ella Francesconi Ella Francesconi's UBS Experience March 2015 - Present
Job FIU Analyst at UBS
Industry Financial Services
Experience
UBS March 2015 - Present
Abacus Group, LLC January 2015 - March 2015
Danese/Corey Gallery 2013 - 2014
The University of Iowa January 2013 - June 2013
The University of Iowa March 2013 - May 2013
Art Authority, Partnership of Open Door Networks and Project A June 2012 - August 2012
Mayslake Ministries May 2011 - August 2011
OAD Orthopaedics May 2010 - January 2011
Skills
Event Planning, Microsoft Excel, Editing, Social Media, Research, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Marketing, Nonprofits, Fundraising, Event Management
Education
University of Iowa 2009 — 2013
Bachelor of Arts (B.A.), Art History, Business Administration
Consortium Institute of Management and Business Analysis 2012 — 2012
Business Administration and Management, General
UBS March 2015 - Present
Abacus Group, LLC January 2015 - March 2015
Danese/Corey Gallery 2013 - 2014
The University of Iowa January 2013 - June 2013
The University of Iowa March 2013 - May 2013
Art Authority, Partnership of Open Door Networks and Project A June 2012 - August 2012
Mayslake Ministries May 2011 - August 2011
OAD Orthopaedics May 2010 - January 2011
Skills
Event Planning, Microsoft Excel, Editing, Social Media, Research, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Marketing, Nonprofits, Fundraising, Event Management
Education
University of Iowa 2009 — 2013
Bachelor of Arts (B.A.), Art History, Business Administration
Consortium Institute of Management and Business Analysis 2012 — 2012
Business Administration and Management, General
nakeita lawson's UBS Experience January 2013 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS January 2013 - Present
UBS Financial Services, Inc. December 2010 - April 2013
UBS Financial Services, Inc. September 2010 - December 2010
Landscape and Human Health Lab August 2008 - May 2010
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor's degree, Communication, General
Fenton High School
UBS January 2013 - Present
UBS Financial Services, Inc. December 2010 - April 2013
UBS Financial Services, Inc. September 2010 - December 2010
Landscape and Human Health Lab August 2008 - May 2010
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor's degree, Communication, General
Fenton High School
Anton Zaleski Anton Zaleski's UBS Experience 1998 - 1999
Job Principal at Hyacinth Games LLC
Industry Entertainment
Experience
Hyacinth Games LLC September 2010 - Present
ID Graphics 2005 - 2011
Bad Dog Printing 2000 - 2004
Mac University 1999 - 2001
UBS 1998 - 1999
Alto Manufacturing 1996 - 1998
Skills
Illustrator, Pre-press, Art Direction, Concept Design, QuarkXPress, Graphic Design, Print Management, Photoshop, Property Management, Print, Digital Printing, Printmaking, Microsoft Office, Screen Printing, Wide Format Printing, InDesign, Copywriting, Computer Repair, Troubleshooting, Project Management, Project Coordination, Vendor Management, Writing, Game Development, Pdf, B2B Marketing, Managing Events, Press Checks, Quality Control, AS400 system, Unix Shell Scripting, Carpentry, Curriculum Design, Adobe Creative Suite, Microsoft Word, Microsoft Excel, Creative Writing, Rental Management
Education
University of Illinois at Chicago
Von Steuben Math and Science Academy
Hyacinth Games LLC September 2010 - Present
ID Graphics 2005 - 2011
Bad Dog Printing 2000 - 2004
Mac University 1999 - 2001
UBS 1998 - 1999
Alto Manufacturing 1996 - 1998
Skills
Illustrator, Pre-press, Art Direction, Concept Design, QuarkXPress, Graphic Design, Print Management, Photoshop, Property Management, Print, Digital Printing, Printmaking, Microsoft Office, Screen Printing, Wide Format Printing, InDesign, Copywriting, Computer Repair, Troubleshooting, Project Management, Project Coordination, Vendor Management, Writing, Game Development, Pdf, B2B Marketing, Managing Events, Press Checks, Quality Control, AS400 system, Unix Shell Scripting, Carpentry, Curriculum Design, Adobe Creative Suite, Microsoft Word, Microsoft Excel, Creative Writing, Rental Management
Education
University of Illinois at Chicago
Von Steuben Math and Science Academy
Shenping Ji Shenping Ji's UBS Experience March 2012 - Present
Job EM STIR Trader at UBS
Industry Financial Services
Experience
UBS March 2012 - Present
University of Michigan July 2010 - December 2011
Bank of America Merrill Lynch June 2011 - August 2011
CITIC Securities March 2010 - May 2010
Skills
Fixed Income, Trading, China Rates & FX trading
Education
University of Michigan 2010 — 2012
Master, Financial Engineering
University of International Business and Economics 2006 — 2010
Bachelor, Finance
UBS March 2012 - Present
University of Michigan July 2010 - December 2011
Bank of America Merrill Lynch June 2011 - August 2011
CITIC Securities March 2010 - May 2010
Skills
Fixed Income, Trading, China Rates & FX trading
Education
University of Michigan 2010 — 2012
Master, Financial Engineering
University of International Business and Economics 2006 — 2010
Bachelor, Finance
Jennifer Donaldson's UBS Experience May 2003 - January 2005
Job East Region Wellbeing and Productivity Business Leader
Industry Health, Wellness and Fitness
Yumin Paek's UBS Experience September 2015 - Present
Job Intern at UBS
Industry Banking
Experience
UBS September 2015 - Present
University of Illinois at Chicago December 2013 - Present
Ford Motor Credit Company May 2015 - August 2015
Merlin Entertainments June 2013 - August 2013
Skills
Communication Skills, Bilingual-English/Korean, Computer Knowledge..., Accounting, Data Analysis, Time Management, Analysis, Finance, Teamwork, Microsoft Office, Customer Service, PowerPoint, Public Speaking, Research, Leadership, Management, Team Leadership
Education
University of Illinois at Chicago 2012 — 2015
Bachelor of Science (B.S.), Major: Finance / Minors: Economics & International Business, 3.4/4.0
UBS September 2015 - Present
University of Illinois at Chicago December 2013 - Present
Ford Motor Credit Company May 2015 - August 2015
Merlin Entertainments June 2013 - August 2013
Skills
Communication Skills, Bilingual-English/Korean, Computer Knowledge..., Accounting, Data Analysis, Time Management, Analysis, Finance, Teamwork, Microsoft Office, Customer Service, PowerPoint, Public Speaking, Research, Leadership, Management, Team Leadership
Education
University of Illinois at Chicago 2012 — 2015
Bachelor of Science (B.S.), Major: Finance / Minors: Economics & International Business, 3.4/4.0
John McIntosh's UBS Experience October 2002 - March 2009
Job Hilliard Lyons McIntosh Ditto Wealth Advisory Group Financial Consultant, Senior Vice President
Industry Financial Services
Experience
Hilliard Lyons 2009 - Present
UBS October 2002 - March 2009
Salomon Smith Barney 1986 - 2002
IBM 1983 - 1986
Education
University of Kentucky 1976 — 1981
Bachelor of Business Administration (B.B.A.), Management
Lexington Catholic High School 1974 — 1976
Hilliard Lyons 2009 - Present
UBS October 2002 - March 2009
Salomon Smith Barney 1986 - 2002
IBM 1983 - 1986
Education
University of Kentucky 1976 — 1981
Bachelor of Business Administration (B.B.A.), Management
Lexington Catholic High School 1974 — 1976
Dustin Kostalek's UBS Experience November 2013 - February 2015
Job Investment Counselor at BB&T
Industry Financial Services
Experience
BB&T March 2015 - Present
UBS November 2013 - February 2015
UBS August 2012 - November 2013
Edward Jones December 2009 - July 2012
Wyatt, Tarrant & Combs, LLP July 2008 - March 2009
Government office for London June 2007 - August 2007
Education
University of Louisville 2005 — 2009
Bachelor of Science, Business Economics
Hopkinsville High School 2001 — 2005
BB&T March 2015 - Present
UBS November 2013 - February 2015
UBS August 2012 - November 2013
Edward Jones December 2009 - July 2012
Wyatt, Tarrant & Combs, LLP July 2008 - March 2009
Government office for London June 2007 - August 2007
Education
University of Louisville 2005 — 2009
Bachelor of Science, Business Economics
Hopkinsville High School 2001 — 2005
Jason Pryor, CFP®'s UBS Experience February 2012 - Present
Job Complex Supervisory Officer Kentucky Complex at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS February 2012 - Present
UBS January 2011 - February 2012
UBS November 2005 - January 2011
Morgan Stanley May 2003 - November 2005
Education
University of Kentucky 1999 — 2003
B.B.A., Marketing & Finance
Saint Xavier High School 1995 — 1999
UBS February 2012 - Present
UBS January 2011 - February 2012
UBS November 2005 - January 2011
Morgan Stanley May 2003 - November 2005
Education
University of Kentucky 1999 — 2003
B.B.A., Marketing & Finance
Saint Xavier High School 1995 — 1999
Israel Ballesteros Israel Ballesteros's UBS Experience June 2007 - May 2009
Job Licensed Realtor RE/MAX Horizon
Industry Real Estate
Experience
RE/MAX Horizon April 2004 - Present
UBS June 2007 - May 2009
Discover Financial Services May 2000 - March 2004
Skills
Foreclosures, Short Sales, Construction, Real Estate, Investment Properties, REO, Residential Homes, Condos, Single Family Homes, Investors, Referrals, Townhomes, Property Management, Real Estate Transactions, First Time Home Buyers, Listings, Selling, Sellers, FHA, Buyer Representation, New Home Sales, Property, Relocation, SFR, Investments, New Homes, Move Up Buyers, Sales
Education
University of Illinois at Chicago 1998 — 2002
Bachelor's in Architecture & the Arts, Specialization in Residential Design & Construction
Christian Liberty Academy 1996 — 1998
Highschool diploma
RE/MAX Horizon April 2004 - Present
UBS June 2007 - May 2009
Discover Financial Services May 2000 - March 2004
Skills
Foreclosures, Short Sales, Construction, Real Estate, Investment Properties, REO, Residential Homes, Condos, Single Family Homes, Investors, Referrals, Townhomes, Property Management, Real Estate Transactions, First Time Home Buyers, Listings, Selling, Sellers, FHA, Buyer Representation, New Home Sales, Property, Relocation, SFR, Investments, New Homes, Move Up Buyers, Sales
Education
University of Illinois at Chicago 1998 — 2002
Bachelor's in Architecture & the Arts, Specialization in Residential Design & Construction
Christian Liberty Academy 1996 — 1998
Highschool diploma
Divan Gamaliel's UBS Experience April 2015 - Present
Job Executive Director at UBS
Industry Banking
Experience
UBS April 2015 - Present
Citi Group March 2011 - April 2015
Credit Suisse January 2011 - March 2011
Credit Suisse July 2009 - December 2010
Credit Suisse January 2008 - July 2009
Credit Suisse August 2005 - December 2007
Satyam Computer services Limited January 2004 - August 2005
Satyam Computer services Limited May 2002 - December 2003
Skills
Test Management, Vendor Management, Release Management, Management, SDLC, Software Project..., Software Quality..., Offshoring, Program Management, Business Intelligence, Project Management, Quality Assurance, Test Strategy, Agile Methodologies, Banking, Business Process, Business Process..., CMMI, Agile Project Management, Business Requirements, Financial Services, Global Delivery, Data Warehousing, Governance, IT Management, IT Service Management, IT Strategy, ITIL, Integration, Leadership, Outsourcing, PMO, PMP, Process Improvement, Project Delivery, Project Portfolio..., Resource Management, Risk Management, Service Delivery..., Software Development, Stakeholder Management, Testing, Waterfall
Education
University of Madras
MBA, Marketing & Systems
University of Madras
BBA, Management
UBS April 2015 - Present
Citi Group March 2011 - April 2015
Credit Suisse January 2011 - March 2011
Credit Suisse July 2009 - December 2010
Credit Suisse January 2008 - July 2009
Credit Suisse August 2005 - December 2007
Satyam Computer services Limited January 2004 - August 2005
Satyam Computer services Limited May 2002 - December 2003
Skills
Test Management, Vendor Management, Release Management, Management, SDLC, Software Project..., Software Quality..., Offshoring, Program Management, Business Intelligence, Project Management, Quality Assurance, Test Strategy, Agile Methodologies, Banking, Business Process, Business Process..., CMMI, Agile Project Management, Business Requirements, Financial Services, Global Delivery, Data Warehousing, Governance, IT Management, IT Service Management, IT Strategy, ITIL, Integration, Leadership, Outsourcing, PMO, PMP, Process Improvement, Project Delivery, Project Portfolio..., Resource Management, Risk Management, Service Delivery..., Software Development, Stakeholder Management, Testing, Waterfall
Education
University of Madras
MBA, Marketing & Systems
University of Madras
BBA, Management
Giuseppe Mastrolonardo's UBS Experience May 2006 - August 2008
Job Agent/Owner at American Family Insurance
Industry Insurance
Experience
American Family Insurance March 2009 - Present
American Family Insurance March 2009 - Present
UBS May 2006 - August 2008
Skills
Property & Casualty..., Insurance, Home, Customer Service, Workers Compensation, Life Insurance, Auto, Annuities, IRA's, Whole Life Insurance, Building Relationships, Business Networking, Customer Value, Business Insurance, Renters Insurance, Commerical Building..., Whole Life, Homeowners, Fixed Annuities, IRAs, Commercial Insurance, Casualty, Cold Calling, Renters, Universal Life, Term Life Insurance, Umbrella Insurance
Education
University of Illinois Springfield 2004 — 2008
BA, Business, Management
American Family Insurance March 2009 - Present
American Family Insurance March 2009 - Present
UBS May 2006 - August 2008
Skills
Property & Casualty..., Insurance, Home, Customer Service, Workers Compensation, Life Insurance, Auto, Annuities, IRA's, Whole Life Insurance, Building Relationships, Business Networking, Customer Value, Business Insurance, Renters Insurance, Commerical Building..., Whole Life, Homeowners, Fixed Annuities, IRAs, Commercial Insurance, Casualty, Cold Calling, Renters, Universal Life, Term Life Insurance, Umbrella Insurance
Education
University of Illinois Springfield 2004 — 2008
BA, Business, Management
Sree Raman Sree Raman's UBS Experience March 1998 - Present
Job Senior Vice Pesident Wealth Management
Industry Financial Services
Experience
UBS March 1998 - Present
Prudential Financial November 1992 - March 1998
Education
University of Illinois at Chicago 1988 — 1991
Bachelor of Science (B.S.), Electrical and Electronics Engineering
UBS March 1998 - Present
Prudential Financial November 1992 - March 1998
Education
University of Illinois at Chicago 1988 — 1991
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Elena Burns Elena Burns's UBS Experience April 2014 - Present
Job UBS Wealth Management
Industry Banking
Experience
UBS April 2014 - Present
Maine Public Broadcasting Network 2003 - 2006
University of Maine 1998 - 2002
Skills
Financial Analysis, Customer Service, Inventory Management, Microsoft Office, Risk Management, Banking
Education
University of Maine 1989 — 1993
Music Performance, Music
UBS April 2014 - Present
Maine Public Broadcasting Network 2003 - 2006
University of Maine 1998 - 2002
Skills
Financial Analysis, Customer Service, Inventory Management, Microsoft Office, Risk Management, Banking
Education
University of Maine 1989 — 1993
Music Performance, Music
Royce Woodley's UBS Experience May 2013 - August 2013
Job Finance Intern at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2015 - July 2015
Bank of Ireland June 2014 - July 2014
UBS May 2013 - August 2013
Tennant Truck Lines May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Bloomberg Terminal, Data Analysis, Client Relations Skills, Finance, Investments, Capital IQ, Research, Morningstar
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's Degree, Finance, 3.61/4.00
Nuveen Investments June 2015 - July 2015
Bank of Ireland June 2014 - July 2014
UBS May 2013 - August 2013
Tennant Truck Lines May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Bloomberg Terminal, Data Analysis, Client Relations Skills, Finance, Investments, Capital IQ, Research, Morningstar
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's Degree, Finance, 3.61/4.00
Michael Mnookin Michael Mnookin's UBS Experience August 2013 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS August 2013 - Present
Newedge Financial Inc. June 2008 - June 2013
Bank of America August 2006 - May 2008
Integrys Energy Services (formerly Peoples Energy Services) 2005 - 2006
Spike Trading April 2004 - May 2005
Skills
Derivatives, Business Analysis, Equities, Capital Markets, Back Office, Cash Management, Commodity, Credit, Middle Office, SQL, Research, Sungard GMI, Account Reconciliation, Project Management, Quality Assurance, Agile Methodologies, Process Improvement, Global Trade Management, Client Services, Superior Client Service, Clearing, Business Objects
Education
University of Illinois at Chicago 2009 — 2012
MBA, Accounting
University of Iowa 2000 — 2003
Bachelors, Finance
UBS August 2013 - Present
Newedge Financial Inc. June 2008 - June 2013
Bank of America August 2006 - May 2008
Integrys Energy Services (formerly Peoples Energy Services) 2005 - 2006
Spike Trading April 2004 - May 2005
Skills
Derivatives, Business Analysis, Equities, Capital Markets, Back Office, Cash Management, Commodity, Credit, Middle Office, SQL, Research, Sungard GMI, Account Reconciliation, Project Management, Quality Assurance, Agile Methodologies, Process Improvement, Global Trade Management, Client Services, Superior Client Service, Clearing, Business Objects
Education
University of Illinois at Chicago 2009 — 2012
MBA, Accounting
University of Iowa 2000 — 2003
Bachelors, Finance
Douglas Benalan Douglas Benalan's UBS Experience June 2004 - August 2008
Job Director/IT Manager Enterprise solutions at Endurance
Industry Insurance
Experience
Endurance January 2011 - Present
Gannett September 2008 - December 2010
UBS June 2004 - August 2008
ISO March 2000 - June 2004
NeST Technologies July 1996 - March 2000
Skills
PMP Certification, SDLC, Project Management, Team Building, Budget Forecasts, Project Delivery, Software Development, PMO Services, Quality Assurance..., Business Intelligence, Business Process..., Vendor Management, Risk Management, Contract Management, Offshore Management, Business Analysis, PMP, Software Project..., Requirements Analysis
Education
Birla Institute of Technology - BITS 1998 — 2000
MS in Software Systems, Computer Software Engineering
University of Madras 1992 — 1996
Bachelor's degree in Engineering, Electronics and Communications Engineering
Endurance January 2011 - Present
Gannett September 2008 - December 2010
UBS June 2004 - August 2008
ISO March 2000 - June 2004
NeST Technologies July 1996 - March 2000
Skills
PMP Certification, SDLC, Project Management, Team Building, Budget Forecasts, Project Delivery, Software Development, PMO Services, Quality Assurance..., Business Intelligence, Business Process..., Vendor Management, Risk Management, Contract Management, Offshore Management, Business Analysis, PMP, Software Project..., Requirements Analysis
Education
Birla Institute of Technology - BITS 1998 — 2000
MS in Software Systems, Computer Software Engineering
University of Madras 1992 — 1996
Bachelor's degree in Engineering, Electronics and Communications Engineering
Diana Maciejczyk Diana Maciejczyk's UBS Experience 2008 - 2010
Job Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets April 2010 - Present
UBS 2008 - 2010
Skills
Financial Analysis, Capital Markets, Equities, Fixed Income, Bloomberg, Investments, Portfolio Management, Series 7, Microsoft Excel, Finance, Trading, Sales, Bonds, Microsoft Office
Education
University of Illinois at Chicago 2004 — 2008
Bachelor's degree, Finance, General
University of Illinois at Chicago 2004 — 2008
Bachelor's degree, Finance, General
BMO Capital Markets April 2010 - Present
UBS 2008 - 2010
Skills
Financial Analysis, Capital Markets, Equities, Fixed Income, Bloomberg, Investments, Portfolio Management, Series 7, Microsoft Excel, Finance, Trading, Sales, Bonds, Microsoft Office
Education
University of Illinois at Chicago 2004 — 2008
Bachelor's degree, Finance, General
University of Illinois at Chicago 2004 — 2008
Bachelor's degree, Finance, General
Ryan Lefever Ryan Lefever's UBS Experience May 1998 - August 1998
Job Senior Software Engineer at Google
Industry Computer Software
Experience
Google August 2011 - Present
NetApp Inc. January 2011 - August 2011
University of Illinois at Urbana-Champaign June 1999 - December 2010
University of Illinois at Urbana-Champaign September 2002 - December 2005
UBS May 1998 - August 1998
Motorola Solutions May 1997 - August 1997
Skills
C, C++, Perl
Education
University of Illinois at Urbana-Champaign 2003 — 2011
Ph.D., Computer Engineering
University of Illinois at Urbana-Champaign 1999 — 2003
M.S., Computer Engineering
University of Illinois at Urbana-Champaign 1995 — 1999
B.S., Computer Engineering
Google August 2011 - Present
NetApp Inc. January 2011 - August 2011
University of Illinois at Urbana-Champaign June 1999 - December 2010
University of Illinois at Urbana-Champaign September 2002 - December 2005
UBS May 1998 - August 1998
Motorola Solutions May 1997 - August 1997
Skills
C, C++, Perl
Education
University of Illinois at Urbana-Champaign 2003 — 2011
Ph.D., Computer Engineering
University of Illinois at Urbana-Champaign 1999 — 2003
M.S., Computer Engineering
University of Illinois at Urbana-Champaign 1995 — 1999
B.S., Computer Engineering
Kevin Hutchinson's UBS Experience August 1998 - October 2000
Job Integration Engineer at Cloudability
Industry Internet
Experience
Cloudability June 2011 - Present
Legendum Ltd March 1996 - Present
WebtraffIQ Ltd November 2001 - March 2006
Tiscali International October 2000 - November 2004
UBS August 1998 - October 2000
Applicado 1995 - 1996
Audiotech Services Limited 1994 - 1995
Skills
PHP, JavaScript, Ruby, Web Analytics, SEM, Spam Filtering, Web Service Development, Online Advertising, Cloud Computing, Web Services, Web Project Management, E-commerce, SEO, MySQL, Google Analytics, Web Development, User Experience, jQuery, Ruby on Rails, Databases, Mobile Applications, Integration, REST, Perl, Unix, Apache, Web Design, Open Source, HTML 5, CSS, Agile Methodologies, AJAX, Git, XML, User Interface Design
Education
University of Leeds, UK 1990 — 1993
BSc (1st) in Computer Science
Cloudability June 2011 - Present
Legendum Ltd March 1996 - Present
WebtraffIQ Ltd November 2001 - March 2006
Tiscali International October 2000 - November 2004
UBS August 1998 - October 2000
Applicado 1995 - 1996
Audiotech Services Limited 1994 - 1995
Skills
PHP, JavaScript, Ruby, Web Analytics, SEM, Spam Filtering, Web Service Development, Online Advertising, Cloud Computing, Web Services, Web Project Management, E-commerce, SEO, MySQL, Google Analytics, Web Development, User Experience, jQuery, Ruby on Rails, Databases, Mobile Applications, Integration, REST, Perl, Unix, Apache, Web Design, Open Source, HTML 5, CSS, Agile Methodologies, AJAX, Git, XML, User Interface Design
Education
University of Leeds, UK 1990 — 1993
BSc (1st) in Computer Science
Jim Rosenberger Jim Rosenberger's UBS Experience 1994 - 1998
Job Controller at Catholic Theological Union, Chicago
Industry Accounting
Experience
Catholic Theological Union, Chicago August 2015 - Present
Interim CFO / Controller / Consultant 2010 - 2015
Novarra (acquired by Nokia) 2009 - 2010
Intellext (recapitalized as Media River) 2006 - 2008
Man Investments 2003 - 2005
Envestnet Asset Management 2000 - 2003
Duff & Phelps Investment Management 1998 - 2000
UBS 1994 - 1998
Goss Graphic Systems (Division of Rockwell International) 1987 - 1994
Deloitte & Touche 1986 - 1987
Skills
Finance, Analysis, Healthcare, Financial Analysis, Strategic Financial..., Financial Reporting, Mergers & Acquisitions, Financial Modeling, Accounting, Process Improvement, Management, New Business Development, Forecasting, Due Diligence, Activity based, Product profitability, Cost Accounting, Project Planning, Data Analysis, QuickBooks, General Ledger, Annual Budgets, Internal Controls, Auditing, Financial Accounting, US GAAP, Budgets, Accounts Receivable, Accounts Payable, Project Management, Data Migration, Quality Auditing, Financial Planning, Acquisition Integration, Strategic Planning, Consulting
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science - Accountancy
IES Abroad (Insititute for European Studies) - Vienna, Austria 1983 — 1984
Internatiional Business Curriculum
CPA, Sate of Illinois
Catholic Theological Union, Chicago August 2015 - Present
Interim CFO / Controller / Consultant 2010 - 2015
Novarra (acquired by Nokia) 2009 - 2010
Intellext (recapitalized as Media River) 2006 - 2008
Man Investments 2003 - 2005
Envestnet Asset Management 2000 - 2003
Duff & Phelps Investment Management 1998 - 2000
UBS 1994 - 1998
Goss Graphic Systems (Division of Rockwell International) 1987 - 1994
Deloitte & Touche 1986 - 1987
Skills
Finance, Analysis, Healthcare, Financial Analysis, Strategic Financial..., Financial Reporting, Mergers & Acquisitions, Financial Modeling, Accounting, Process Improvement, Management, New Business Development, Forecasting, Due Diligence, Activity based, Product profitability, Cost Accounting, Project Planning, Data Analysis, QuickBooks, General Ledger, Annual Budgets, Internal Controls, Auditing, Financial Accounting, US GAAP, Budgets, Accounts Receivable, Accounts Payable, Project Management, Data Migration, Quality Auditing, Financial Planning, Acquisition Integration, Strategic Planning, Consulting
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science - Accountancy
IES Abroad (Insititute for European Studies) - Vienna, Austria 1983 — 1984
Internatiional Business Curriculum
CPA, Sate of Illinois
Vitaly Fiks Vitaly Fiks's UBS Experience 2003 - 2007
Job Director at Brean Capital, LLC / Fixed Income, Derivatives, Risk Professional
Industry Financial Services
Experience
Brean Capital, LLC March 2014 - Present
TF Market Advisors LLC 2011 - 2014
Fortress Investment Group 2007 - 2009
UBS 2003 - 2007
WestLB 2002 - 2003
Commerzbank AG 2001 - 2002
Deutsche Bank 1998 - 2001
Winthrop Stimson Putnam & Roberts 1992 - 1998
Skills
Hedge Funds, Fixed Income, Derivatives, Trading, Capital Markets, Securities, Equities, Investments, Financial Markets, Bonds, Financial Analysis, Financial Modeling, Valuation, Credit, Wealth Management, Asset Management, Private Equity, Banking, Investment Banking, Portfolio Management, Risk Management, Alternative Investments, VBA, Quantitative Research, Quantitative Analytics, Quantitative Finance, R, Bloomberg, Asset Allocation, Data Analysis, Microsoft Excel, Excel Models, options, SQL, Credit Derivatives, Structured Products, Financial Structuring, Options
Education
Yale Law School 1989 — 1992
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign 1987 — 1998
Master of Science (MS), Physics
Wesleyan University 1983 — 1987
BA, Physics and Mathematics
Brean Capital, LLC March 2014 - Present
TF Market Advisors LLC 2011 - 2014
Fortress Investment Group 2007 - 2009
UBS 2003 - 2007
WestLB 2002 - 2003
Commerzbank AG 2001 - 2002
Deutsche Bank 1998 - 2001
Winthrop Stimson Putnam & Roberts 1992 - 1998
Skills
Hedge Funds, Fixed Income, Derivatives, Trading, Capital Markets, Securities, Equities, Investments, Financial Markets, Bonds, Financial Analysis, Financial Modeling, Valuation, Credit, Wealth Management, Asset Management, Private Equity, Banking, Investment Banking, Portfolio Management, Risk Management, Alternative Investments, VBA, Quantitative Research, Quantitative Analytics, Quantitative Finance, R, Bloomberg, Asset Allocation, Data Analysis, Microsoft Excel, Excel Models, options, SQL, Credit Derivatives, Structured Products, Financial Structuring, Options
Education
Yale Law School 1989 — 1992
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign 1987 — 1998
Master of Science (MS), Physics
Wesleyan University 1983 — 1987
BA, Physics and Mathematics
Travis Godley's UBS Experience June 2012 - Present
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS June 2012 - Present
Edward Jones August 1999 - May 2012
Skills
Retirement Planning, Finance, Wealth Management, Strategic Financial..., Financial Advisory, Portfolio Management
Education
University of Louisiana at Lafayette
UBS June 2012 - Present
Edward Jones August 1999 - May 2012
Skills
Retirement Planning, Finance, Wealth Management, Strategic Financial..., Financial Advisory, Portfolio Management
Education
University of Louisiana at Lafayette
David P Halsch David P Halsch's UBS Experience July 2002 - April 2012
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2012 - Present
UBS July 2002 - April 2012
Merrill Lynch October 1983 - July 2002
Skills
Insurance, Retirement Planning, Risk Management, Fixed Income Strategies, Estate Strategies, 401(k) Rollovers, Closed End Funds, Bonds, ETFs, Stocks, Annuities
Education
University of Iowa 1976 — 1980
Bachelor of Business Administration (BBA), Major in Finance and Marketing
Regina High School, Iowa City, IA 1972 — 1976
Wells Fargo Advisors, LLC April 2012 - Present
UBS July 2002 - April 2012
Merrill Lynch October 1983 - July 2002
Skills
Insurance, Retirement Planning, Risk Management, Fixed Income Strategies, Estate Strategies, 401(k) Rollovers, Closed End Funds, Bonds, ETFs, Stocks, Annuities
Education
University of Iowa 1976 — 1980
Bachelor of Business Administration (BBA), Major in Finance and Marketing
Regina High School, Iowa City, IA 1972 — 1976
Gana Raman's UBS Experience September 2009 - August 2010
Job Director at Param Management
Industry Commercial Real Estate
Experience
Param Management August 2010 - Present
UBS September 2009 - August 2010
State Farm Insurance January 2008 - May 2009
Skills
Financial Analysis, Financial Reporting, Sales Management, Financial Modeling, Valuation, Investments, Corporate Finance, Portfolio Management, Finance, Due Diligence, Risk Management, Strategic Financial..., Series 7, Microsoft Excel, Equities, Accounting, Asset Managment, Business Strategy, Real Estate, Private Equity
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
BS, Finance
Param Management August 2010 - Present
UBS September 2009 - August 2010
State Farm Insurance January 2008 - May 2009
Skills
Financial Analysis, Financial Reporting, Sales Management, Financial Modeling, Valuation, Investments, Corporate Finance, Portfolio Management, Finance, Due Diligence, Risk Management, Strategic Financial..., Series 7, Microsoft Excel, Equities, Accounting, Asset Managment, Business Strategy, Real Estate, Private Equity
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
BS, Finance
Michael McCluskey, CFP® Michael McCluskey, CFP®'s UBS Experience May 2015 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2015 - Present
UBS July 2008 - Present
University of Kentucky February 2004 - February 2008
Education
Xavier University 2011 — 2014
MBA
University of Kentucky 2004 — 2008
BS, Finance and Management
UBS May 2015 - Present
UBS July 2008 - Present
University of Kentucky February 2004 - February 2008
Education
Xavier University 2011 — 2014
MBA
University of Kentucky 2004 — 2008
BS, Finance and Management
James Coryell James Coryell's UBS Experience March 2004 - March 2006
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2015 - Present
CPM LLC September 2012 - June 2015
Comerica Bank, Wealth and Institutional Management April 2010 - September 2012
SunTrust Investment Services March 2008 - May 2009
The Bank of New York March 2006 - June 2007
UBS March 2004 - March 2006
Fifth Third Bank October 2001 - October 2003
Bank One September 1996 - March 2001
Northern Trust March 1994 - September 1996
NDB Bank 1990 - 1996
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
Online Trading Academy 2013 — 2014
University of Louisville 1972 — 1974
Bachelor of Science with Honors, Sociology, 3.74
University of Chicago 1975 — 1976
None, Social Sciences
Principal Financial Group June 2015 - Present
CPM LLC September 2012 - June 2015
Comerica Bank, Wealth and Institutional Management April 2010 - September 2012
SunTrust Investment Services March 2008 - May 2009
The Bank of New York March 2006 - June 2007
UBS March 2004 - March 2006
Fifth Third Bank October 2001 - October 2003
Bank One September 1996 - March 2001
Northern Trust March 1994 - September 1996
NDB Bank 1990 - 1996
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
Online Trading Academy 2013 — 2014
University of Louisville 1972 — 1974
Bachelor of Science with Honors, Sociology, 3.74
University of Chicago 1975 — 1976
None, Social Sciences
Ted Prohov's UBS Experience November 2007 - Present
Job Director, Global Learning Design at UBS, AG
Industry Financial Services
Experience
UBS November 2007 - Present
Kaplan Financial August 2005 - November 2007
Dearborn Financial Services November 2001 - August 2005
Click2Learn 2000 - 2001
TSGi.com 1991 - 2000
First Chicago Corporation (formerly The First National Bank of Chicago) 1979 - 1991
Skills
Instructional Design, E-Learning, Instructor-led Training, Needs Analysis, Learning Management..., Blended Learning, Project Management, Leadership Development, Content Management, Learning Management, Content Development, Information Architecture, Program Management, User Experience, Learning Analytics, Curriculum Design, Process Improvement, Strategy, Talent Management, Organizational..., Training, SharePoint, Marketing Communications, Employee Training, Cross-functional Team..., CRM, Management, Consulting, Management Consulting, Leadership, Change Management
Education
University of Illinois at Urbana-Champaign
Master's degree
UBS November 2007 - Present
Kaplan Financial August 2005 - November 2007
Dearborn Financial Services November 2001 - August 2005
Click2Learn 2000 - 2001
TSGi.com 1991 - 2000
First Chicago Corporation (formerly The First National Bank of Chicago) 1979 - 1991
Skills
Instructional Design, E-Learning, Instructor-led Training, Needs Analysis, Learning Management..., Blended Learning, Project Management, Leadership Development, Content Management, Learning Management, Content Development, Information Architecture, Program Management, User Experience, Learning Analytics, Curriculum Design, Process Improvement, Strategy, Talent Management, Organizational..., Training, SharePoint, Marketing Communications, Employee Training, Cross-functional Team..., CRM, Management, Consulting, Management Consulting, Leadership, Change Management
Education
University of Illinois at Urbana-Champaign
Master's degree
Pearl Patel's UBS Experience July 2011 - December 2011
Job Campus Talent Recruiter at CDK Global
Industry Information Technology and Services
Experience
CDK Global August 2015 - Present
CDK Global August 2014 - Present
Target August 2013 - August 2014
First Industrial Realty Trust July 2013 - August 2013
University of Illinois January 2011 - May 2013
Target June 2012 - August 2012
University of Illinois August 2010 - May 2012
UBS July 2011 - December 2011
University of Illinois at Chicago January 2011 - May 2011
Skills
Leadership, Microsoft Office, PowerPoint, Retail, Microsoft Excel, Research, Microsoft Word, Customer Service, Event Planning, Public Speaking, Data Analysis, Social Media, Data Entry, Facebook, Time Management, Social Networking, Teamwork, Fundraising, Team Leadership, Leadership Development, Recruiting, Program Management, Management, Analysis, Sales, Human Resources, Interviews, Training, Strategy, Business Strategy, Writing, Talent Acquisition
Education
University of Illinois at Chicago 2009 — 2013
Bachelor of Science, Business Management
IES Abroad
International Business
CDK Global August 2015 - Present
CDK Global August 2014 - Present
Target August 2013 - August 2014
First Industrial Realty Trust July 2013 - August 2013
University of Illinois January 2011 - May 2013
Target June 2012 - August 2012
University of Illinois August 2010 - May 2012
UBS July 2011 - December 2011
University of Illinois at Chicago January 2011 - May 2011
Skills
Leadership, Microsoft Office, PowerPoint, Retail, Microsoft Excel, Research, Microsoft Word, Customer Service, Event Planning, Public Speaking, Data Analysis, Social Media, Data Entry, Facebook, Time Management, Social Networking, Teamwork, Fundraising, Team Leadership, Leadership Development, Recruiting, Program Management, Management, Analysis, Sales, Human Resources, Interviews, Training, Strategy, Business Strategy, Writing, Talent Acquisition
Education
University of Illinois at Chicago 2009 — 2013
Bachelor of Science, Business Management
IES Abroad
International Business
Jennifer Beltre's UBS Experience August 2015 - Present
Job UBS | Paralegal
Industry Legal Services
Experience
UBS August 2015 - Present
Taylor Law, PLLC June 2014 - Present
O'Koon Hintermeister, PLLC January 2013 - June 2014
Sprint February 2012 - January 2013
Taco Bell August 2005 - February 2012
Skills
Leadership, Training, Management, Sales, Customer Service, Communication, Litigation, Legal Documents, Outlook, PowerPoint, Filing, Administrative..., Budgets, Organization, Time Management, Microsoft Office, Pleadings, Typing, Data Entry, Legal Writing, Microsoft Word, Civil Litigation, Estate Planning, Priority Management, FDCPA, Third Party Collections, Subpoenas, Levies, Garnishments, Document Review, Discovery Process
Education
University of Louisville 2008 — 2012
Bachelor’s Degree, Justice Administration, 3.0
John Hardin High School
UBS August 2015 - Present
Taylor Law, PLLC June 2014 - Present
O'Koon Hintermeister, PLLC January 2013 - June 2014
Sprint February 2012 - January 2013
Taco Bell August 2005 - February 2012
Skills
Leadership, Training, Management, Sales, Customer Service, Communication, Litigation, Legal Documents, Outlook, PowerPoint, Filing, Administrative..., Budgets, Organization, Time Management, Microsoft Office, Pleadings, Typing, Data Entry, Legal Writing, Microsoft Word, Civil Litigation, Estate Planning, Priority Management, FDCPA, Third Party Collections, Subpoenas, Levies, Garnishments, Document Review, Discovery Process
Education
University of Louisville 2008 — 2012
Bachelor’s Degree, Justice Administration, 3.0
John Hardin High School
Trenton Bolfer, MBA's UBS Experience September 2001 - May 2002
Job Strategic Partnerships at LHC Group
Industry Hospital & Health Care
Experience
LHC Group 2010 - Present
Stuller, Inc. June 2009 - August 2010
Stuller March 2003 - May 2009
UBS September 2001 - May 2002
Skills
Social Media, Advertising, Public Relations, Marketing Strategy, Marketing Communications, Social Media Marketing, Strategic Planning, Marketing, New Business Development, Product Development, E-commerce, Event Planning, Email Marketing, B2B, Sales, Direct Marketing, Management, Leadership, Online Marketing, Online Advertising, Brand Development, Account Management, Team Building, Market Planning
Education
University of Louisiana at Lafayette
Master of Business Administration (M.B.A.)
University of Louisiana at Lafayette 1998 — 2002
Bachelor's degree, Finance
LHC Group 2010 - Present
Stuller, Inc. June 2009 - August 2010
Stuller March 2003 - May 2009
UBS September 2001 - May 2002
Skills
Social Media, Advertising, Public Relations, Marketing Strategy, Marketing Communications, Social Media Marketing, Strategic Planning, Marketing, New Business Development, Product Development, E-commerce, Event Planning, Email Marketing, B2B, Sales, Direct Marketing, Management, Leadership, Online Marketing, Online Advertising, Brand Development, Account Management, Team Building, Market Planning
Education
University of Louisiana at Lafayette
Master of Business Administration (M.B.A.)
University of Louisiana at Lafayette 1998 — 2002
Bachelor's degree, Finance
Jacob Madden's UBS Experience August 2015 - August 2015
Job Recent Graduate from the University of Iowa
Industry
Experience
UBS August 2015 - August 2015
Executive Affiliates, Inc April 2013 - August 2014
XSport Fitness January 2011 - January 2012
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (BBA), Finance
UBS August 2015 - August 2015
Executive Affiliates, Inc April 2013 - August 2014
XSport Fitness January 2011 - January 2012
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Ming Tai's UBS Experience June 2005 - August 2005
Job Technology and Operations
Industry Banking
Experience
BMO Harris Bank March 2014 - Present
BMO Harris Bank June 2013 - March 2014
AUM June 2012 - May 2013
University of Illinois at Chicago February 2007 - December 2010
UBS June 2005 - August 2005
Skills
Data Analysis, Research, Analysis, Data Entry, Microsoft Office, Access, Microsoft Excel, PowerPoint, SPSS, Banking, Finance, Statistics, Social Networking, Social Media, Accounting
Education
University of Illinois at Chicago 2006 — 2010
Bachelor of Science (B.S.), Accounting
University of Illinois at Chicago 2005 — 2010
Bachelor of Science (B.S.), Accounting, B
BMO Harris Bank March 2014 - Present
BMO Harris Bank June 2013 - March 2014
AUM June 2012 - May 2013
University of Illinois at Chicago February 2007 - December 2010
UBS June 2005 - August 2005
Skills
Data Analysis, Research, Analysis, Data Entry, Microsoft Office, Access, Microsoft Excel, PowerPoint, SPSS, Banking, Finance, Statistics, Social Networking, Social Media, Accounting
Education
University of Illinois at Chicago 2006 — 2010
Bachelor of Science (B.S.), Accounting
University of Illinois at Chicago 2005 — 2010
Bachelor of Science (B.S.), Accounting, B
Jamey R. Brown, CFP®'s UBS Experience June 2001 - Present
Job Senior Vice PresidentWealth Management at UBS
Industry Financial Services
Experience
UBS June 2001 - Present
UBS June 2001 - Present
UBS June 2001 - Present
Skills
Management, Strategic Financial..., Investment Management, Portfolio..., Estate Planning, Business Retirement...
Education
University of Kentucky 1996 — 2001
Bachelor of Science (B.S.), Integrated Strategic Communications/Business
UBS June 2001 - Present
UBS June 2001 - Present
UBS June 2001 - Present
Skills
Management, Strategic Financial..., Investment Management, Portfolio..., Estate Planning, Business Retirement...
Education
University of Kentucky 1996 — 2001
Bachelor of Science (B.S.), Integrated Strategic Communications/Business
Greg Porteous Greg Porteous's UBS Experience April 2001 - April 2007
Job Managing Director, Head of Defined Contribution Intermediary State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors August 2015 - Present
BlackRock February 2011 - August 2015
iShares November 2007 - February 2011
Evergreen Investments May 2007 - November 2007
UBS April 2001 - April 2007
PaineWebber August 1997 - April 2001
Skills
Fixed Income, Equities, Hedge Funds, Asset Management, Portfolio Management, Derivatives, Capital Markets, Investment Banking, Valuation, Asset Allocation, Retirement, Retirement Planning, Series 63, Series 7, Wealth Management
Education
University of Maine 1988 — 1992
Bachelor of Science (BS), Business Administration/Finance
State Street Global Advisors August 2015 - Present
BlackRock February 2011 - August 2015
iShares November 2007 - February 2011
Evergreen Investments May 2007 - November 2007
UBS April 2001 - April 2007
PaineWebber August 1997 - April 2001
Skills
Fixed Income, Equities, Hedge Funds, Asset Management, Portfolio Management, Derivatives, Capital Markets, Investment Banking, Valuation, Asset Allocation, Retirement, Retirement Planning, Series 63, Series 7, Wealth Management
Education
University of Maine 1988 — 1992
Bachelor of Science (BS), Business Administration/Finance
Hunter Doyle's UBS Experience May 2004 - November 2006
Job FIRST VICE PRESIDENTINVESTMENTS DOYLE & DOYLE FINANCIAL GROUP OF WELLS FARGO ADVISORS
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2006 - Present
UBS May 2004 - November 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, 401k Rollovers, Asset Allocation, Business Owner Planning, Concentrated Stock..., Deferred Compensation, ESTATE INVESTMENT..., Financial Advisory, Fixed Income Strategies, Insurance, Retirement, Retirement Planning, Securities, Wealth Preservation...
Education
Western Kentucky University 2000 — 2003
Bachelor’s Degree, POLITICAL SCIENCE/BUSINESS
University of Kentucky 1998 — 2000
Political Science and Government
Wells Fargo Advisors, LLC November 2006 - Present
UBS May 2004 - November 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, 401k Rollovers, Asset Allocation, Business Owner Planning, Concentrated Stock..., Deferred Compensation, ESTATE INVESTMENT..., Financial Advisory, Fixed Income Strategies, Insurance, Retirement, Retirement Planning, Securities, Wealth Preservation...
Education
Western Kentucky University 2000 — 2003
Bachelor’s Degree, POLITICAL SCIENCE/BUSINESS
University of Kentucky 1998 — 2000
Political Science and Government
Mort Hart Mort Hart's UBS Experience January 2013 - Present
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2013 - Present
Education
University of Illinois at Chicago
B.A., Economics
UBS January 2013 - Present
Education
University of Illinois at Chicago
B.A., Economics
Besiana Shehu Besiana Shehu's UBS Experience March 2009 - December 2010
Job Budget Project Manager at Accuen
Industry Marketing and Advertising
Experience
Accuen October 2013 - Present
Digitas November 2012 - October 2013
Draftfcb August 2011 - November 2012
Draftfcb May 2010 - August 2011
UBS March 2009 - December 2010
Skills
Data Analysis, Outlook, Customer Relations, Budget Analysis, Ad Hoc Reporting, Financial Analysis, Cash Flow Management, Accounts Receivable, Customer Service, Analysis, Budgets, Forecasting, Cash Flow, Project Management, Accounting, Account Management, Management, Finance, Social Media, Advertising
Education
University of Illinois at Chicago 2005 — 2009
Finance, Minor International Business
Accuen October 2013 - Present
Digitas November 2012 - October 2013
Draftfcb August 2011 - November 2012
Draftfcb May 2010 - August 2011
UBS March 2009 - December 2010
Skills
Data Analysis, Outlook, Customer Relations, Budget Analysis, Ad Hoc Reporting, Financial Analysis, Cash Flow Management, Accounts Receivable, Customer Service, Analysis, Budgets, Forecasting, Cash Flow, Project Management, Accounting, Account Management, Management, Finance, Social Media, Advertising
Education
University of Illinois at Chicago 2005 — 2009
Finance, Minor International Business
Oksana Suden's UBS Experience February 2013 - July 2013
Job Sales Executive
Industry Logistics and Supply Chain
Experience
C.H. Robinson September 2013 - Present
UBS February 2013 - July 2013
Papagalino Bakery December 2010 - July 2013
Skills
Finance, Microsoft Excel, PowerPoint, Customer Service, Time Management, Microsoft Office, Teamwork, Banking, Financial Reporting, Microsoft Word, Accounting, Access, Financial Analysis, Leadership, Sales, Data Analysis, Business Analysis, Account Management, Market Research, Public Speaking
Education
University of Illinois at Chicago 2010 — 2014
Bachelor's degree, Finance, International Business
University of Deusto 2013 — 2013
Finance, International Business
C.H. Robinson September 2013 - Present
UBS February 2013 - July 2013
Papagalino Bakery December 2010 - July 2013
Skills
Finance, Microsoft Excel, PowerPoint, Customer Service, Time Management, Microsoft Office, Teamwork, Banking, Financial Reporting, Microsoft Word, Accounting, Access, Financial Analysis, Leadership, Sales, Data Analysis, Business Analysis, Account Management, Market Research, Public Speaking
Education
University of Illinois at Chicago 2010 — 2014
Bachelor's degree, Finance, International Business
University of Deusto 2013 — 2013
Finance, International Business
Bhargav Kapadia Bhargav Kapadia's UBS Experience June 2003 - August 2003
Job Associate Director, KPMG Strategy at KPMG
Industry Management Consulting
Experience
KPMG January 2015 - Present
Yahoo! January 2012 - January 2015
Motorola Solutions May 2008 - December 2011
Motorola Solutions May 2006 - May 2008
Motorola September 2003 - May 2006
UBS June 2003 - August 2003
Skills
Salesforce.com, Forecasting, Analytics, Sales Operations, Management, CRM, Business Analysis, Business Process, Finance, Performance Metrics, Sales Presentations, Financial Reporting, Start-ups, Project Planning, Business Development, Sales Compensation, Pipeline Management, Telecommunications, Sales Support, Strategic Sales Plans, Strategic Sales..., sales productivity, sales activity, Competitive Intelligence, Competitive Analysis, Business Planning, Leadership, Strategy
Education
University of Illinois at Chicago 2001 — 2006
Bachelor's, Finance, Marketing & International Business
University of Westminster 2004 — 2004
Bachelor's degree, Marketing & Finance
KPMG January 2015 - Present
Yahoo! January 2012 - January 2015
Motorola Solutions May 2008 - December 2011
Motorola Solutions May 2006 - May 2008
Motorola September 2003 - May 2006
UBS June 2003 - August 2003
Skills
Salesforce.com, Forecasting, Analytics, Sales Operations, Management, CRM, Business Analysis, Business Process, Finance, Performance Metrics, Sales Presentations, Financial Reporting, Start-ups, Project Planning, Business Development, Sales Compensation, Pipeline Management, Telecommunications, Sales Support, Strategic Sales Plans, Strategic Sales..., sales productivity, sales activity, Competitive Intelligence, Competitive Analysis, Business Planning, Leadership, Strategy
Education
University of Illinois at Chicago 2001 — 2006
Bachelor's, Finance, Marketing & International Business
University of Westminster 2004 — 2004
Bachelor's degree, Marketing & Finance
Gregory Siejka's UBS Experience June 2007 - August 2007
Job Assistant Trader, Passed Level III of the CFA Examination in 2015
Industry Financial Services
Experience
Lerner Trading Group January 2012 - Present
Lerner Trading Group June 2011 - January 2012
Lerner Trading Group February 2009 - June 2011
National Securities Corporation June 2008 - July 2008
UBS June 2007 - August 2007
Citizen's Bank and Trust of Chicago May 2005 - August 2005
Skills
Derivatives, Equities, Investments, Options, Trading
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Finance
Lerner Trading Group January 2012 - Present
Lerner Trading Group June 2011 - January 2012
Lerner Trading Group February 2009 - June 2011
National Securities Corporation June 2008 - July 2008
UBS June 2007 - August 2007
Citizen's Bank and Trust of Chicago May 2005 - August 2005
Skills
Derivatives, Equities, Investments, Options, Trading
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Finance
Joseph Austria's UBS Experience May 2008 - August 2009
Job Investments
Industry Financial Services
Experience
Allstate Investments, LLC. March 2012 - Present
UBS May 2008 - August 2009
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Credit, Wealth Management, Securities, Series 7
Education
University of Illinois at Chicago 2005 — 2009
Bachelor of Science (B.S.), Finance
Allstate Investments, LLC. March 2012 - Present
UBS May 2008 - August 2009
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Credit, Wealth Management, Securities, Series 7
Education
University of Illinois at Chicago 2005 — 2009
Bachelor of Science (B.S.), Finance
Mitch Mraz's UBS Experience June 2010 - August 2010
Job Associate at Afton Partners
Industry Management Consulting
Experience
Afton Partners December 2013 - Present
Afton Partners November 2012 - November 2013
Allstate June 2011 - November 2012
Champaign Urbana Special Recreation October 2010 - June 2011
Illinois Microfinance Brigades September 2010 - June 2011
UBS June 2010 - August 2010
Skills
Leadership, Microsoft Excel, Management, PowerPoint, Microsoft Office, Social Media, Analysis, Customer Service, Finance, Microsoft Word
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BS, Finance, High Honors
Afton Partners December 2013 - Present
Afton Partners November 2012 - November 2013
Allstate June 2011 - November 2012
Champaign Urbana Special Recreation October 2010 - June 2011
Illinois Microfinance Brigades September 2010 - June 2011
UBS June 2010 - August 2010
Skills
Leadership, Microsoft Excel, Management, PowerPoint, Microsoft Office, Social Media, Analysis, Customer Service, Finance, Microsoft Word
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BS, Finance, High Honors
Jessica Burton's UBS Experience May 2014 - Present
Job Wealth Planning Analyst
Industry Financial Services
Experience
UBS May 2014 - Present
International Association of Enterprise June 2013 - May 2014
NAI Everest March 2013 - July 2013
University of Iowa College of Law August 2011 - January 2013
Transamerica May 2012 - August 2012
Habitat for Humanity August 2009 - July 2010
Male High School August 2009 - July 2010
UBS 2007 - 2007
Education
University of Iowa College of Law 2010 — 2013
Doctor of Law (JD)
University of Chicago 2006 — 2009
B.A., Political Science
Culver Academies 2002 — 2006
UBS May 2014 - Present
International Association of Enterprise June 2013 - May 2014
NAI Everest March 2013 - July 2013
University of Iowa College of Law August 2011 - January 2013
Transamerica May 2012 - August 2012
Habitat for Humanity August 2009 - July 2010
Male High School August 2009 - July 2010
UBS 2007 - 2007
Education
University of Iowa College of Law 2010 — 2013
Doctor of Law (JD)
University of Chicago 2006 — 2009
B.A., Political Science
Culver Academies 2002 — 2006
Alicia Bouvier-Gray Alicia Bouvier-Gray's UBS Experience 1997 - 2005
Job Processing & Fulfillment Specialist at Globalstar
Industry Telecommunications
Experience
Globalstar Educator/TranslatorRecovery School District2005 - 2007
UBS 1997 - 2005
Skills
TESOL, Applied Linguistics, Bilingual-English/Spanis..., Microsoft Applications, Great Plains Software, Stock Option, Non-profits, Education, US Hispanic Market, Order Fulfillment, Sales Order Processing, Global Customer Service, Academic Tutoring, Nonprofits, Fundraising, Email Marketing, Direct Mail, Customer Retention, Direct Sales, Lead Generation, Account Management, Customer Experience, Team Building, Marketing, Sales, Public Speaking, Public Relations, Strategic Partnerships
Education
University of Louisiana at Lafayette
Bachelor of Arts (B.A.), Spanish Language and Literature
University of Miami
Master of Arts (M.A.), Applied Linguistics
Globalstar Educator/TranslatorRecovery School District2005 - 2007
UBS 1997 - 2005
Skills
TESOL, Applied Linguistics, Bilingual-English/Spanis..., Microsoft Applications, Great Plains Software, Stock Option, Non-profits, Education, US Hispanic Market, Order Fulfillment, Sales Order Processing, Global Customer Service, Academic Tutoring, Nonprofits, Fundraising, Email Marketing, Direct Mail, Customer Retention, Direct Sales, Lead Generation, Account Management, Customer Experience, Team Building, Marketing, Sales, Public Speaking, Public Relations, Strategic Partnerships
Education
University of Louisiana at Lafayette
Bachelor of Arts (B.A.), Spanish Language and Literature
University of Miami
Master of Arts (M.A.), Applied Linguistics
Ryan Bell Ryan Bell's UBS Experience April 2007 - May 2008
Job Market Manager at Fifth Third VP
Industry Financial Services
Experience
Fifth Third Bank May 2008 - Present
UBS April 2007 - May 2008
JPMorgan Chase July 2003 - April 2007
Education
University of Illinois at Urbana-Champaign 1999 — 2003
BS, Economics
Fifth Third Bank May 2008 - Present
UBS April 2007 - May 2008
JPMorgan Chase July 2003 - April 2007
Education
University of Illinois at Urbana-Champaign 1999 — 2003
BS, Economics
Danielle (James) Giovagnoni's UBS Experience November 2009 - May 2012
Job Account Director for AGS at UMUC
Industry Human Resources
Experience
Allegis Global Solutions July 2015 - Present
University of Maryland University College June 2013 - Present
Inovalon February 2013 - June 2013
UBS November 2009 - May 2012
Bank of America August 2006 - October 2009
Capital Consulting June 2005 - August 2006
Skills
Graduate Recruitment, Onboarding, Talent Acquisition, Employer Branding, Talent Management, Recruiting, Technical Recruiting, Stakeholder Management, HRIS, Human Resources, Performance Management, Sourcing, Team Management, Temporary Placement, Training, Management, Interviews, Leadership
Education
University of Johannesburg 1999 — 2002
Bcom, Industrial Psychology
Allegis Global Solutions July 2015 - Present
University of Maryland University College June 2013 - Present
Inovalon February 2013 - June 2013
UBS November 2009 - May 2012
Bank of America August 2006 - October 2009
Capital Consulting June 2005 - August 2006
Skills
Graduate Recruitment, Onboarding, Talent Acquisition, Employer Branding, Talent Management, Recruiting, Technical Recruiting, Stakeholder Management, HRIS, Human Resources, Performance Management, Sourcing, Team Management, Temporary Placement, Training, Management, Interviews, Leadership
Education
University of Johannesburg 1999 — 2002
Bcom, Industrial Psychology
Bill Winger Bill Winger's UBS Experience 1996 - 1998
Job Adjunct Professor of English
Industry Education Management
Experience
Harper College January 2007 - Present
First Traders Analytical Solutions August 2002 - June 2007
International Trading Institute March 2000 - August 2002
STC Trading, LLC. March 1998 - February 2000
SBC Warburg July 1996 - March 1998
UBS 1996 - 1998
Education
University of Illinois at Chicago 2002 — 2006
In Progress, English
The University of Chicago 1988 — 1990
M.A., Social Sciences
Yale University 1983 — 1987
B.A., Philosophy
Harper College January 2007 - Present
First Traders Analytical Solutions August 2002 - June 2007
International Trading Institute March 2000 - August 2002
STC Trading, LLC. March 1998 - February 2000
SBC Warburg July 1996 - March 1998
UBS 1996 - 1998
Education
University of Illinois at Chicago 2002 — 2006
In Progress, English
The University of Chicago 1988 — 1990
M.A., Social Sciences
Yale University 1983 — 1987
B.A., Philosophy
Anthony Luo's UBS Experience May 2012 - December 2012
Job Business Analyst at Rush University Medical Center
Industry Financial Services
Experience
Rush University Medical Center July 2014 - Present
RR Donnelley June 2013 - September 2013
UBS May 2012 - December 2012
Pacific Global Bank June 2012 - August 2012
Institute for Entrepreneurial Studies October 2010 - July 2011
College Works Painting January 2010 - July 2011
Chicago, Operation Fly Incorporated October 2009 - July 2010
Jimmy Johns June 2009 - August 2009
JHP Community Center November 2008 - February 2009
Chicago Duct Cleaning Company June 2008 - August 2008
Skills
Management, Leadership, PowerPoint, Microsoft Excel, Sales, Financial Analysis, Microsoft Office, Marketing, Data Analysis, Finance, Access, Accounting, Public Speaking, Microsoft Word, Time Management, Teamwork, Networking, Outlook, SQL, Epic Resolute Hospital...
Education
University of Illinois at Chicago 2010 — 2014
Bachelor's Degree, Finance, General
Northside College Preparatory High school 2006 — 2010
High School Degree
Jiao Tong University 2009 — 2009
Rush University Medical Center July 2014 - Present
RR Donnelley June 2013 - September 2013
UBS May 2012 - December 2012
Pacific Global Bank June 2012 - August 2012
Institute for Entrepreneurial Studies October 2010 - July 2011
College Works Painting January 2010 - July 2011
Chicago, Operation Fly Incorporated October 2009 - July 2010
Jimmy Johns June 2009 - August 2009
JHP Community Center November 2008 - February 2009
Chicago Duct Cleaning Company June 2008 - August 2008
Skills
Management, Leadership, PowerPoint, Microsoft Excel, Sales, Financial Analysis, Microsoft Office, Marketing, Data Analysis, Finance, Access, Accounting, Public Speaking, Microsoft Word, Time Management, Teamwork, Networking, Outlook, SQL, Epic Resolute Hospital...
Education
University of Illinois at Chicago 2010 — 2014
Bachelor's Degree, Finance, General
Northside College Preparatory High school 2006 — 2010
High School Degree
Jiao Tong University 2009 — 2009
Frank Christiano Frank Christiano's UBS Experience July 2010 - April 2012
Job Quality Assurance Engineer
Industry Aviation & Aerospace
Experience
The Marketing Store April 2012 - Present
UBS July 2010 - April 2012
Bureau Veritas Consumer Products Services 2008 - 2009
Morgan Stanley Smith Barney 2006 - 2007
Skills
Matlab, Risk Management, Process Improvement, Analysis, Project Management, Microsoft Excel, PowerPoint, Microsoft Office, Spanish, Microsoft Word, Business Analysis, Project Planning, Management Consulting, Research, Business Development, Data Analysis, Quality Assurance, AutoCAD
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BS, Aerospace Engineering
The Marketing Store April 2012 - Present
UBS July 2010 - April 2012
Bureau Veritas Consumer Products Services 2008 - 2009
Morgan Stanley Smith Barney 2006 - 2007
Skills
Matlab, Risk Management, Process Improvement, Analysis, Project Management, Microsoft Excel, PowerPoint, Microsoft Office, Spanish, Microsoft Word, Business Analysis, Project Planning, Management Consulting, Research, Business Development, Data Analysis, Quality Assurance, AutoCAD
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BS, Aerospace Engineering
Ryan Avecilla's UBS Experience January 2003 - August 2004
Job Director, Product at Signal™
Industry Internet
Experience
Signal ™ October 2014 - Present
Signal ™ January 2012 - October 2014
Turn November 2010 - January 2012
Google April 2008 - November 2010
DoubleClick March 2008 - April 2008
DoubleClick March 2007 - February 2008
DoubleClick March 2006 - February 2007
DoubleClick August 2004 - February 2006
UBS January 2003 - August 2004
Skills
SEM, Online Advertising, PPC, Product Management, Search, DSP, DMP, Sales Engineering, Web Analytics, Google Adwords, Google Analytics, SaaS, Analytics, Start-ups, Ad Serving, Mobile Marketing, Mobile Advertising, E-commerce, Omniture, Display Advertising, Digital Strategy, DoubleClick, Digital Marketing, Search Advertising, Online Marketing
Education
University of Illinois at Urbana-Champaign 1998 — 2002
BS, Computer Science
Signal ™ October 2014 - Present
Signal ™ January 2012 - October 2014
Turn November 2010 - January 2012
Google April 2008 - November 2010
DoubleClick March 2008 - April 2008
DoubleClick March 2007 - February 2008
DoubleClick March 2006 - February 2007
DoubleClick August 2004 - February 2006
UBS January 2003 - August 2004
Skills
SEM, Online Advertising, PPC, Product Management, Search, DSP, DMP, Sales Engineering, Web Analytics, Google Adwords, Google Analytics, SaaS, Analytics, Start-ups, Ad Serving, Mobile Marketing, Mobile Advertising, E-commerce, Omniture, Display Advertising, Digital Strategy, DoubleClick, Digital Marketing, Search Advertising, Online Marketing
Education
University of Illinois at Urbana-Champaign 1998 — 2002
BS, Computer Science
Brett Mosher, CIA's UBS Experience May 2011 - August 2011
Job Senior Internal Auditor at Ashland Inc
Industry Financial Services
Experience
Ashland Inc January 2015 - Present
Ashland Inc. May 2013 - January 2015
Ashland Inc February 2012 - May 2013
UBS May 2011 - August 2011
Skills
Internal Controls, Auditing, Internal Audit, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Sarbanes-Oxley, Financial Audits
Education
University of Kentucky 2009 — 2013
Bachelor of Business Administration (BBA), Finance & Information Systems
Ashland Inc January 2015 - Present
Ashland Inc. May 2013 - January 2015
Ashland Inc February 2012 - May 2013
UBS May 2011 - August 2011
Skills
Internal Controls, Auditing, Internal Audit, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Sarbanes-Oxley, Financial Audits
Education
University of Kentucky 2009 — 2013
Bachelor of Business Administration (BBA), Finance & Information Systems
Brent Bosse's UBS Experience May 2008 - August 2008
Job Sales Team Leader at Total Quality Logistics
Industry Logistics and Supply Chain
Experience
Total Quality Logistics August 2008 - Present
UBS May 2008 - August 2008
Education
University of Kentucky 2004 — 2008
Finance, Business
Total Quality Logistics August 2008 - Present
UBS May 2008 - August 2008
Education
University of Kentucky 2004 — 2008
Finance, Business
Dan Complin Dan Complin's UBS Experience June 2002 - August 2002
Job Senior Treasury Analyst at Pentair
Industry Food Production
Experience
Pentair October 2012 - Present
Cargill - Lacrosse Global Fund Services September 2010 - October 2012
Cargill - Lacrosse Global Fund Services September 2009 - September 2010
Cargill - Lacrosse Global Fund Services May 2006 - September 2009
US Bank September 2004 - May 2006
UBS June 2002 - August 2002
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor of Business Administration, Finance
Pentair October 2012 - Present
Cargill - Lacrosse Global Fund Services September 2010 - October 2012
Cargill - Lacrosse Global Fund Services September 2009 - September 2010
Cargill - Lacrosse Global Fund Services May 2006 - September 2009
US Bank September 2004 - May 2006
UBS June 2002 - August 2002
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor of Business Administration, Finance
Neha Sura Neha Sura's UBS Experience June 2008 - August 2008
Job BI Analyst at SpareFoot
Industry Financial Services
Experience
SpareFoot July 2015 - Present
NetSpend June 2013 - July 2015
Facebook November 2011 - March 2013
KPMG July 2009 - March 2011
UBS June 2008 - August 2008
Sierra Atlantic May 2007 - June 2007
Skills
Accounting, Leadership, CRM
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelors, Economics
SpareFoot July 2015 - Present
NetSpend June 2013 - July 2015
Facebook November 2011 - March 2013
KPMG July 2009 - March 2011
UBS June 2008 - August 2008
Sierra Atlantic May 2007 - June 2007
Skills
Accounting, Leadership, CRM
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelors, Economics
Andi Rupprecht's UBS Experience June 1989 - June 2000
Job Senior Program Manager, Commercial Technology at GE
Industry Financial Services
Experience
GE August 2015 - Present
GE Capital November 2013 - August 2015
GE Capital January 2009 - November 2013
GE Capital March 2006 - January 2009
GE Capital August 2004 - March 2006
GE Capital September 2002 - August 2004
GE Capital June 2000 - September 2002
UBS June 1989 - June 2000
Skills
Training, Management, Strategy, Leadership, Change Management, Marketing, Six Sigma, Cross-functional Team..., Competitive Analysis, Process Improvement, Business Strategy, E-commerce, Business Process..., Salesforce.com, CRM, Business Analysis, Business Development, Finance
Education
University of Louisiana at Lafayette 1982 — 1986
Bachelor of Fine Arts (BFA), Choreographic Design
GE August 2015 - Present
GE Capital November 2013 - August 2015
GE Capital January 2009 - November 2013
GE Capital March 2006 - January 2009
GE Capital August 2004 - March 2006
GE Capital September 2002 - August 2004
GE Capital June 2000 - September 2002
UBS June 1989 - June 2000
Skills
Training, Management, Strategy, Leadership, Change Management, Marketing, Six Sigma, Cross-functional Team..., Competitive Analysis, Process Improvement, Business Strategy, E-commerce, Business Process..., Salesforce.com, CRM, Business Analysis, Business Development, Finance
Education
University of Louisiana at Lafayette 1982 — 1986
Bachelor of Fine Arts (BFA), Choreographic Design
Rick Vestal's UBS Experience August 2007 - December 2007
Job Senior Software Architect at CSDisco
Industry Computer Software
Experience
CSDisco July 2015 - Present
MessageOne September 2014 - Present
Dell MessageOne January 2011 - September 2014
Freescale Semiconductor January 2008 - January 2011
UBS August 2007 - December 2007
Predictica, Inc. June 2005 - August 2007
VCinema July 2004 - June 2005
Forgent Networks October 2003 - July 2004
Center for Agile Technology, Univ. of Texas February 2002 - October 2003
Vignette Corporation January 1998 - February 2002
Skills
Linux, Java, Java Enterprise Edition, C++, Distributed Systems, Maven, Microsoft SQL Server, Agile Methodologies, Testing, Cloud Computing, SQL, OpenStack, Integration, Amazon EC2, Puppet, Cassandra, RabbitMQ
Education
University of Illinois at Urbana-Champaign 1993 — 1995
BS, Computer Science
CSDisco July 2015 - Present
MessageOne September 2014 - Present
Dell MessageOne January 2011 - September 2014
Freescale Semiconductor January 2008 - January 2011
UBS August 2007 - December 2007
Predictica, Inc. June 2005 - August 2007
VCinema July 2004 - June 2005
Forgent Networks October 2003 - July 2004
Center for Agile Technology, Univ. of Texas February 2002 - October 2003
Vignette Corporation January 1998 - February 2002
Skills
Linux, Java, Java Enterprise Edition, C++, Distributed Systems, Maven, Microsoft SQL Server, Agile Methodologies, Testing, Cloud Computing, SQL, OpenStack, Integration, Amazon EC2, Puppet, Cassandra, RabbitMQ
Education
University of Illinois at Urbana-Champaign 1993 — 1995
BS, Computer Science
Liza Ramos's UBS Experience 1996 - 2004
Job
Industry Information Technology and Services
Experience
Symphono June 2008 - Present
Bank of America March 2004 - June 2008
UBS 1996 - 2004
Fluid Management 1995 - 1996
Texas Instruments 1992 - 1995
Skills
Project Management, Process Improvement, Product Management
Education
University of Illinois at Urbana-Champaign 1988 — 1992
BS
Symphono June 2008 - Present
Bank of America March 2004 - June 2008
UBS 1996 - 2004
Fluid Management 1995 - 1996
Texas Instruments 1992 - 1995
Skills
Project Management, Process Improvement, Product Management
Education
University of Illinois at Urbana-Champaign 1988 — 1992
BS
Ed Chubin's UBS Experience May 1994 - August 2000
Job Senior Software Engineer at Citadel Investment Group
Industry Capital Markets
Experience
Citadel Investment Group January 2003 - Present
Reuters August 2000 - January 2003
UBS May 1994 - August 2000
Vanguard Software, Inc. 1994 - 1996
Reuters April 1987 - May 1994
Education
University of Iowa 1981 — 1986
BSEE, MSEE
Citadel Investment Group January 2003 - Present
Reuters August 2000 - January 2003
UBS May 1994 - August 2000
Vanguard Software, Inc. 1994 - 1996
Reuters April 1987 - May 1994
Education
University of Iowa 1981 — 1986
BSEE, MSEE
Allie Barot's UBS Experience March 2006 - March 2009
Job Head of HR Investments & Corporate
Industry Human Resources
Experience
Guardian Life Insurance August 2009 - Present
Barot Consulting March 2009 - August 2009
UBS March 2006 - March 2009
UBS Global Asset Management 2003 - 2006
UBS Investment Bank 2001 - 2003
Skills
Talent Management, Succession Planning, Organizational..., Talent Acquisition, Human Resources, Employee Engagement, Leadership Development, Executive Coaching, Personnel Management, Change Management, Organizational..., Employment Law, MBTI, Vendor Management, Psychometrics, Management, Business Development, Performance Management, Employee Relations, HR Transformation, Strategy, Leadership
Education
University of Leicester 2003 — 2005
LLM, M.A., Law & Employment Relations
Guardian Life Insurance August 2009 - Present
Barot Consulting March 2009 - August 2009
UBS March 2006 - March 2009
UBS Global Asset Management 2003 - 2006
UBS Investment Bank 2001 - 2003
Skills
Talent Management, Succession Planning, Organizational..., Talent Acquisition, Human Resources, Employee Engagement, Leadership Development, Executive Coaching, Personnel Management, Change Management, Organizational..., Employment Law, MBTI, Vendor Management, Psychometrics, Management, Business Development, Performance Management, Employee Relations, HR Transformation, Strategy, Leadership
Education
University of Leicester 2003 — 2005
LLM, M.A., Law & Employment Relations
Monica Winters's UBS Experience April 2006 - May 2008
Job Transfer Pricing at Pricewaterhouse Coopers
Industry Financial Services
Experience
PwC June 2008 - Present
UBS April 2006 - May 2008
Credit Suisse June 2003 - April 2006
Primedia 1994 - 1997
Education
New School University
Master of Arts (M.A.), Economics
University of Illinois at Urbana-Champaign
BS, Accountancy
PwC June 2008 - Present
UBS April 2006 - May 2008
Credit Suisse June 2003 - April 2006
Primedia 1994 - 1997
Education
New School University
Master of Arts (M.A.), Economics
University of Illinois at Urbana-Champaign
BS, Accountancy
Dan Romanoff's UBS Experience 2000 - 2003
Job Principal, Equity Research Analyst
Industry Investment Management
Experience
Geneva Investment Management September 2008 - Present
Gofen and Glossberg 2005 - September 2008
Credit Suisse First Boston 2003 - 2005
UBS 2000 - 2003
Deloitte & Touche 1997 - 2000
Coopers & Lybrand 1994 - 1995
Skills
Investment Management, Buy Side, Equities, Investments, Stocks, Sell Side, Technology, Business Valuation, CPA, Equity Valuation, Capital Markets, Bloomberg, Buy-side, Mutual Funds, Valuation, Equity Research, Portfolio Management, Fixed Income, Financial Modeling, Alternative Investments, Investment Strategies
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1997
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS, Accounting
Geneva Investment Management September 2008 - Present
Gofen and Glossberg 2005 - September 2008
Credit Suisse First Boston 2003 - 2005
UBS 2000 - 2003
Deloitte & Touche 1997 - 2000
Coopers & Lybrand 1994 - 1995
Skills
Investment Management, Buy Side, Equities, Investments, Stocks, Sell Side, Technology, Business Valuation, CPA, Equity Valuation, Capital Markets, Bloomberg, Buy-side, Mutual Funds, Valuation, Equity Research, Portfolio Management, Fixed Income, Financial Modeling, Alternative Investments, Investment Strategies
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1997
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS, Accounting
Wesley Janik's UBS Experience July 2001 - October 2004
Job Leader, Architect, Developer
Industry Computer Software
Experience
Symphono, LLC January 2015 - Present
Symphono, LLC February 2013 - January 2015
Harland Clarke Digital April 2010 - January 2013
Infogix May 2006 - April 2010
Bank of America October 2004 - May 2006
UBS July 2001 - October 2004
Skills
SQL, Agile Methodologies, JavaScript, Java, Java Enterprise Edition, Web Services, Integration, Web Development, Web Applications, Apache, Requirements Analysis, JSP, Management, Subversion, Unix, Oracle, Linux, Enterprise Software, XML, Software Development, Software Design, Team Leadership, Software Project..., SOA
Education
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Computer Engineering
Symphono, LLC January 2015 - Present
Symphono, LLC February 2013 - January 2015
Harland Clarke Digital April 2010 - January 2013
Infogix May 2006 - April 2010
Bank of America October 2004 - May 2006
UBS July 2001 - October 2004
Skills
SQL, Agile Methodologies, JavaScript, Java, Java Enterprise Edition, Web Services, Integration, Web Development, Web Applications, Apache, Requirements Analysis, JSP, Management, Subversion, Unix, Oracle, Linux, Enterprise Software, XML, Software Development, Software Design, Team Leadership, Software Project..., SOA
Education
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Computer Engineering
Bill Straub's UBS Experience March 2001 - October 2004
Job CI & Project Manager
Industry Financial Services
Experience
ModernThirst.com January 2014 - Present
Invesco Ltd. January 2010 - Present
Invesco Ltd. October 2007 - January 2010
Invesco Ltd. June 2006 - October 2007
JP Morgan/Chase January 2006 - June 2006
PNC Advisors October 2004 - January 2006
UBS March 2001 - October 2004
Skills
Investments, Insurance, Process Improvement, Management, Portfolio Management, Business Analysis, Capital Markets, Asset Management, Finance, Team Building, Analysis
Education
University of Kentucky 1994 — 1999
BBA, Business Management
St. Xavier High School 1990 — 1994
1994, General Studies
ModernThirst.com January 2014 - Present
Invesco Ltd. January 2010 - Present
Invesco Ltd. October 2007 - January 2010
Invesco Ltd. June 2006 - October 2007
JP Morgan/Chase January 2006 - June 2006
PNC Advisors October 2004 - January 2006
UBS March 2001 - October 2004
Skills
Investments, Insurance, Process Improvement, Management, Portfolio Management, Business Analysis, Capital Markets, Asset Management, Finance, Team Building, Analysis
Education
University of Kentucky 1994 — 1999
BBA, Business Management
St. Xavier High School 1990 — 1994
1994, General Studies
J. Randal Roberts's UBS Experience January 2005 - January 2006
Job Financial Executive
Industry Investment Banking
Experience
BBVA Compass January 2013 - January 2014
Wells Fargo January 2011 - January 2012
Sterling Bank January 2007 - January 2012
Sterne Agee & Leach January 2006 - January 2007
UBS January 2005 - January 2006
BOSC January 2004 - January 2005
Cantor Fitzgerald January 2003 - January 2004
Skills
Loans, Finance, Securities, Investments, Fixed Income, Capital Markets, Portfolio Management, Mutual Funds, Equities, Banking, Derivatives, Structured Finance, Trading, Asset Management, Financial Analysis, Financial Structuring
Education
University of Iowa
BBA, Finance
BBVA Compass January 2013 - January 2014
Wells Fargo January 2011 - January 2012
Sterling Bank January 2007 - January 2012
Sterne Agee & Leach January 2006 - January 2007
UBS January 2005 - January 2006
BOSC January 2004 - January 2005
Cantor Fitzgerald January 2003 - January 2004
Skills
Loans, Finance, Securities, Investments, Fixed Income, Capital Markets, Portfolio Management, Mutual Funds, Equities, Banking, Derivatives, Structured Finance, Trading, Asset Management, Financial Analysis, Financial Structuring
Education
University of Iowa
BBA, Finance
Kun Yan's UBS Experience 2002 - Present
Job Director at UBS
Industry Investment Banking
Experience
UBS 2002 - Present
Skills
Java, SQL, Risk Management, Derivatives, Investment Banking, Sybase, Unix, Business Analysis
Education
University of Illinois at Urbana-Champaign 2001 — 2002
Master
UBS 2002 - Present
Skills
Java, SQL, Risk Management, Derivatives, Investment Banking, Sybase, Unix, Business Analysis
Education
University of Illinois at Urbana-Champaign 2001 — 2002
Master
Dan Musil's UBS Experience 1996 - 2001
Job UNIX systems Engineer at Peak6
Industry Investment Banking
Experience
Peak6 UNIX EngineerPEAK6 Investments, LLC2007 - Present
Swiss Bank Corporation 1994 - 2002
UBS 1996 - 2001
Education
University of Illinois at Chicago 1976 — 1982
Peak6 UNIX EngineerPEAK6 Investments, LLC2007 - Present
Swiss Bank Corporation 1994 - 2002
UBS 1996 - 2001
Education
University of Illinois at Chicago 1976 — 1982
Sugitha Devarajan's UBS Experience December 2006 - May 2007
Job Ecommerce Manager at Sanita Footwear
Industry Computer Software
Experience
Sanita Footwear June 2014 - Present
Sanita Footwear February 2014 - June 2014
Temenos July 2007 - January 2008
Thesys Technologies July 2005 - January 2008
UBS December 2006 - May 2007
Infosys November 2005 - June 2006
Skills
Software Development, SQL, ASP.NET, PHP, C#, HTML, Web Design, E-commerce, Requirements Analysis, Drupal, Software Project..., Testing, SDLC, Requirements Gathering, Business Analysis
Education
University of Madras 1999 — 2003
Engineer's Degree, Electronics & Communications
Sanita Footwear June 2014 - Present
Sanita Footwear February 2014 - June 2014
Temenos July 2007 - January 2008
Thesys Technologies July 2005 - January 2008
UBS December 2006 - May 2007
Infosys November 2005 - June 2006
Skills
Software Development, SQL, ASP.NET, PHP, C#, HTML, Web Design, E-commerce, Requirements Analysis, Drupal, Software Project..., Testing, SDLC, Requirements Gathering, Business Analysis
Education
University of Madras 1999 — 2003
Engineer's Degree, Electronics & Communications
Sardar Gautham's UBS Experience 2001 - 2003
Job Director, Program Management Office at GE Healthcare
Industry Medical Devices
Experience
U-Systems, GE Healthcare November 2013 - Present
GE Healthcare August 2012 - October 2013
GE Healthcare January 2011 - August 2012
GE Healthcare 2009 - 2010
GE Healthcare 2005 - 2008
GE Healthcare 2003 - 2005
UBS 2001 - 2003
Skills
New Product..., Software technologies..., Product innovation, Strategic Project..., Change Agent, Process Simplification, Software Life Cycle..., Agile, Software Quality and..., Resource optimization, Organization..., Product Development, Software Engineering, Agile Methodologies, Architecture, Healthcare, Project Management, Organizational..., Leadership, Process Simplification, Software Lifecycle..., Medical Imaging, Strategic Planning, Product Innovation, Cross-functional Team..., Program Management, Requirements Analysis, Product Management, Integration, Six Sigma, Medical Devices, Software Project..., DICOM, Testing, Quality Assurance, SDLC, Software Development, Image Processing, Software Design, Systems Engineering, Algorithms, R&D, Analysis, System Architecture, ClearCase, IHE, System Design, Scrum, PACS, Technical Leadership
Education
University of Iowa 1999 — 2001
MS, Electrical & Computer Engineering
University of Madras 1995 — 1999
BE, Electrical Engineering
Padma Sheshadri
High School
U-Systems, GE Healthcare November 2013 - Present
GE Healthcare August 2012 - October 2013
GE Healthcare January 2011 - August 2012
GE Healthcare 2009 - 2010
GE Healthcare 2005 - 2008
GE Healthcare 2003 - 2005
UBS 2001 - 2003
Skills
New Product..., Software technologies..., Product innovation, Strategic Project..., Change Agent, Process Simplification, Software Life Cycle..., Agile, Software Quality and..., Resource optimization, Organization..., Product Development, Software Engineering, Agile Methodologies, Architecture, Healthcare, Project Management, Organizational..., Leadership, Process Simplification, Software Lifecycle..., Medical Imaging, Strategic Planning, Product Innovation, Cross-functional Team..., Program Management, Requirements Analysis, Product Management, Integration, Six Sigma, Medical Devices, Software Project..., DICOM, Testing, Quality Assurance, SDLC, Software Development, Image Processing, Software Design, Systems Engineering, Algorithms, R&D, Analysis, System Architecture, ClearCase, IHE, System Design, Scrum, PACS, Technical Leadership
Education
University of Iowa 1999 — 2001
MS, Electrical & Computer Engineering
University of Madras 1995 — 1999
BE, Electrical Engineering
Padma Sheshadri
High School
Jimmy Kapfhammer's UBS Experience February 2010 - August 2011
Job Portfolio Coordinator at River Road Asset Management
Industry Financial Services
Experience
River Road Asset Management July 2013 - Present
River Road Asset Management November 2012 - June 2013
River Road Asset Management February 2011 - October 2012
UBS February 2010 - August 2011
Morgan Stanley Smith Barney August 2008 - August 2010
Education
University of Louisville 2006 — 2010
B.S, Business Finance
River Road Asset Management July 2013 - Present
River Road Asset Management November 2012 - June 2013
River Road Asset Management February 2011 - October 2012
UBS February 2010 - August 2011
Morgan Stanley Smith Barney August 2008 - August 2010
Education
University of Louisville 2006 — 2010
B.S, Business Finance
Kristin Enstrom's UBS Experience 1996 - May 2004
Job Photography Professional
Industry Photography
Experience
Self-employed May 2004 - Present
UBS Investment Bank October 1996 - June 2004
UBS 1996 - May 2004
CIGNA Healthcare October 1995 - August 1996
Skills
Vendor Management, Program Management, Business Process..., Team Building, Social Media, Software Licensing, Requirements Gathering
Education
University of Illinois at Urbana-Champaign 1991 — 1995
BA, BS, Sociology, Psychology
Self-employed May 2004 - Present
UBS Investment Bank October 1996 - June 2004
UBS 1996 - May 2004
CIGNA Healthcare October 1995 - August 1996
Skills
Vendor Management, Program Management, Business Process..., Team Building, Social Media, Software Licensing, Requirements Gathering
Education
University of Illinois at Urbana-Champaign 1991 — 1995
BA, BS, Sociology, Psychology
Kabeer Duggal's UBS Experience March 2003 - May 2008
Job Director UBS
Industry Capital Markets
Experience
UBS Investment Bank September 2014 - Present
Barclays Capital October 2011 - September 2013
RBS Greenwich Capital July 2009 - September 2011
JPMorgan October 2008 - April 2009
UBS March 2003 - May 2008
United States Marine Corps June 1997 - January 2001
R.J. O'Brien 1995 - 1998
Skills
Bonds, Equities, Equity Derivatives, Fixed Income, Options, Swaps, Trading, Derivatives, Series 7, Series 63, Bloomberg, Electronic Trading, Prime Brokerage, Market Data, Capital Markets, Trading Systems, Equity Trading, Trading Strategies
Education
University of Illinois at Chicago 2000 — 2004
B.S, Economics
UBS Investment Bank September 2014 - Present
Barclays Capital October 2011 - September 2013
RBS Greenwich Capital July 2009 - September 2011
JPMorgan October 2008 - April 2009
UBS March 2003 - May 2008
United States Marine Corps June 1997 - January 2001
R.J. O'Brien 1995 - 1998
Skills
Bonds, Equities, Equity Derivatives, Fixed Income, Options, Swaps, Trading, Derivatives, Series 7, Series 63, Bloomberg, Electronic Trading, Prime Brokerage, Market Data, Capital Markets, Trading Systems, Equity Trading, Trading Strategies
Education
University of Illinois at Chicago 2000 — 2004
B.S, Economics
Jen Feldmeyer's UBS Experience September 2000 - May 2009
Job Series 7 Registered Assistant
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2009 - April 2011
UBS September 2000 - May 2009
Education
University of Kentucky 1994 — 1998
Social Work, Social Work
Morgan Stanley Smith Barney May 2009 - April 2011
UBS September 2000 - May 2009
Education
University of Kentucky 1994 — 1998
Social Work, Social Work
Daniel Joyce, CFP®'s UBS Experience September 2006 - Present
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS September 2006 - Present
Education
University of Iowa 1996 — 2000
UBS September 2006 - Present
Education
University of Iowa 1996 — 2000
Lindsey McKendry's UBS Experience June 2006 - October 2007
Job HR Analyst at DRW Trading Group
Industry Human Resources
Experience
DRW Trading Group March 2010 - Present
DRW Trading Group November 2007 - March 2010
UBS June 2006 - October 2007
UBS September 2004 - June 2006
Education
University of Kentucky 1998 — 2002
B.B.A., Finance and Marketing
DRW Trading Group March 2010 - Present
DRW Trading Group November 2007 - March 2010
UBS June 2006 - October 2007
UBS September 2004 - June 2006
Education
University of Kentucky 1998 — 2002
B.B.A., Finance and Marketing
Michelle Forney's UBS Experience 2003 - 2008
Job TEM Director at ISI Telemanagement Solutions
Industry Telecommunications
Experience
ISI Telemanagement Solutions June 2014 - Present
The Northridge Group September 2008 - May 2014
The Northridge Group September 2008 - May 2014
UBS 2003 - 2008
Accountix - (UBS) 2002 - 2003
Rayma Realty 1999 - 2001
MCI 1987 - 1999
Skills
Program Management, Telecommunications, Management, Project Management, Leadership, Business Strategy, Project Planning, Access, Sales Operations, Quality Assurance, Enterprise Software, Financial Analysis, Budgets, Contract Management, Sales, Accounting, Business Analysis, Business Development, Business Process..., Call Centers, Cross-functional Team..., Customer Service, Databases, Finance, Financial Modeling, Invoicing, Managed Services, Microsoft Excel, Outsourcing, Process Improvement, Procurement, Solution Selling, Vendor Management, Visio, Wireless
Education
University of Illinois at Urbana-Champaign 1982 — 1986
ISI Telemanagement Solutions June 2014 - Present
The Northridge Group September 2008 - May 2014
The Northridge Group September 2008 - May 2014
UBS 2003 - 2008
Accountix - (UBS) 2002 - 2003
Rayma Realty 1999 - 2001
MCI 1987 - 1999
Skills
Program Management, Telecommunications, Management, Project Management, Leadership, Business Strategy, Project Planning, Access, Sales Operations, Quality Assurance, Enterprise Software, Financial Analysis, Budgets, Contract Management, Sales, Accounting, Business Analysis, Business Development, Business Process..., Call Centers, Cross-functional Team..., Customer Service, Databases, Finance, Financial Modeling, Invoicing, Managed Services, Microsoft Excel, Outsourcing, Process Improvement, Procurement, Solution Selling, Vendor Management, Visio, Wireless
Education
University of Illinois at Urbana-Champaign 1982 — 1986
Rick Widen's UBS Experience 1993 - 2012
Job Software Developer
Industry Investment Banking
Experience
Bank of America August 2013 - Present
UBS 1993 - 2012
Education
University of Illinois at Chicago
Bachelor of Science, Electrical and Computing Engineering
Bank of America August 2013 - Present
UBS 1993 - 2012
Education
University of Illinois at Chicago
Bachelor of Science, Electrical and Computing Engineering
Nick Cannon's UBS Experience May 2003 - August 2005
Job Senior Vice President Commercial Real Estate at Wintrust Financial
Industry Banking
Experience
Wintrust Financial June 2013 - Present
MB Financial Bank June 2006 - June 2012
UBS May 2003 - August 2005
Skills
Banking, Finance, Financial Modeling, Financial Analysis, Loans, Commercial Banking, Commercial Lending, Credit Analysis, Cash Management, Asset Based Lending, Fixed Income, Managerial Finance, Portfolio Management
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Finance, Finance and Accounting
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelors of Science - Finance, Finance
Wintrust Financial June 2013 - Present
MB Financial Bank June 2006 - June 2012
UBS May 2003 - August 2005
Skills
Banking, Finance, Financial Modeling, Financial Analysis, Loans, Commercial Banking, Commercial Lending, Credit Analysis, Cash Management, Asset Based Lending, Fixed Income, Managerial Finance, Portfolio Management
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Finance, Finance and Accounting
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelors of Science - Finance, Finance
Swarnalatha Rajagopalan's UBS Experience 2012 - 2013
Job QA Analyst / Tester
Industry Information Technology and Services
Experience
UBS 2012 - 2013
Infragistics April 2007 - December 2008
Avaya June 2006 - February 2007
Children’s and Women’s Physicians of Westchester September 2005 - June 2006
New York Medical College September 2003 - June 2005
Intellisys Technology May 2000 - May 2002
Skills
Testing, Test Planning, Quality Assurance
Education
University of Madras
MCA, Computer Applications
UBS 2012 - 2013
Infragistics April 2007 - December 2008
Avaya June 2006 - February 2007
Children’s and Women’s Physicians of Westchester September 2005 - June 2006
New York Medical College September 2003 - June 2005
Intellisys Technology May 2000 - May 2002
Skills
Testing, Test Planning, Quality Assurance
Education
University of Madras
MCA, Computer Applications
Senthil Krishnamurthi, PMP's UBS Experience August 2006 - May 2008
Job Application Architect | Currently Senior Technical Consultant at Bank of America
Industry Financial Services
Experience
Bank of America October 2014 - Present
New York eHealth Collaborative August 2013 - October 2014
Bank of America Merrill Lynch October 2009 - August 2013
Bank of America 2008 - 2009
Société Générale January 2006 - October 2008
UBS August 2006 - May 2008
KPMG February 2003 - December 2005
Sterling Holiday Resorts India Ltd 1996 - 1997
Skills
ASP.NET, C#, Enterprise Architecture, Microsoft SQL Server, SOA, Big Data, Hadoop, Windows Azure, Software Project..., Agile Methodologies, Vendor Management, VB.NET, Project Management, Project Delivery, SharePoint, Business Intelligence, Healthcare Information..., Finance, XML, Agile Project Management, Cloud Computing, Risk Management, Cassandra, Data Analytics, Hive
Education
Edureka
Big Data & Hadoop Essentials, Big Data, A
InterSystems Corporation
HealthShare Platform Fundamentals 2013
Project Management Institute
PMP, Project Management
University of Madras
B.E, Computer Science
Bank of America October 2014 - Present
New York eHealth Collaborative August 2013 - October 2014
Bank of America Merrill Lynch October 2009 - August 2013
Bank of America 2008 - 2009
Société Générale January 2006 - October 2008
UBS August 2006 - May 2008
KPMG February 2003 - December 2005
Sterling Holiday Resorts India Ltd 1996 - 1997
Skills
ASP.NET, C#, Enterprise Architecture, Microsoft SQL Server, SOA, Big Data, Hadoop, Windows Azure, Software Project..., Agile Methodologies, Vendor Management, VB.NET, Project Management, Project Delivery, SharePoint, Business Intelligence, Healthcare Information..., Finance, XML, Agile Project Management, Cloud Computing, Risk Management, Cassandra, Data Analytics, Hive
Education
Edureka
Big Data & Hadoop Essentials, Big Data, A
InterSystems Corporation
HealthShare Platform Fundamentals 2013
Project Management Institute
PMP, Project Management
University of Madras
B.E, Computer Science
Frank Bramson's UBS Experience September 1993 - Present
Job Senior Vice President at MS
Industry Financial Services
Experience
UBS September 1993 - Present
Education
University of Illinois at Urbana-Champaign 1965 — 1968
Liberal Arts, History
UBS September 1993 - Present
Education
University of Illinois at Urbana-Champaign 1965 — 1968
Liberal Arts, History
Sheldon Altman's UBS Experience November 2003 - Present
Job Managing Directorat UBS Financial Services
Industry Financial Services
Experience
UBS November 2003 - Present
Education
The University of Chicago 1963 — 1966
MBA, Finance
University of Illinois at Urbana-Champaign 1957 — 1962
BS, Mechanical Engineer
UBS November 2003 - Present
Education
The University of Chicago 1963 — 1966
MBA, Finance
University of Illinois at Urbana-Champaign 1957 — 1962
BS, Mechanical Engineer
Chuck Hartlieb's UBS Experience 2008 - Present
Job Senior Vice President
Industry Financial Services
Experience
UBS 2008 - Present
Smith Barney 2002 - 2008
Education
University of Iowa - Henry B. Tippie College of Business 1984 — 1988
BBA, Finance
Marian Central Catholic High School
UBS 2008 - Present
Smith Barney 2002 - 2008
Education
University of Iowa - Henry B. Tippie College of Business 1984 — 1988
BBA, Finance
Marian Central Catholic High School
Bill Baedke's UBS Experience Executive DirectorGoldman SachsJuly 1999 - May 2003
Job Electronic Volatility Trading
Industry Banking
Experience
UBS Executive DirectorGoldman SachsJuly 1999 - May 2003
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1992
BBA, Accounting/Economics
UBS Executive DirectorGoldman SachsJuly 1999 - May 2003
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1992
BBA, Accounting/Economics
Janet Iwanaga's UBS Experience January 1992 - June 1996
Job CFP, Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley September 2000 - Present
Smith Barney July 1996 - August 2000
UBS January 1992 - June 1996
Skills
Strategic Financial..., Financial Advisory, Financial Services, Series 7, Trading, Series 63, Retirement Planning, Wealth Management, Securities, Mutual Funds, Asset Allocation, Investment Advisory, Fixed Annuities, Retirement, Investments, Equities, Investment Strategies, Investment Management, Estate Planning, Bonds, Portfolio Management, Fixed Income, Sales, FINRA, Series 65, IRAs, Wealth Management...
Education
University of Maine 1975 — 1978
B.S., Education
Morgan Stanley September 2000 - Present
Smith Barney July 1996 - August 2000
UBS January 1992 - June 1996
Skills
Strategic Financial..., Financial Advisory, Financial Services, Series 7, Trading, Series 63, Retirement Planning, Wealth Management, Securities, Mutual Funds, Asset Allocation, Investment Advisory, Fixed Annuities, Retirement, Investments, Equities, Investment Strategies, Investment Management, Estate Planning, Bonds, Portfolio Management, Fixed Income, Sales, FINRA, Series 65, IRAs, Wealth Management...
Education
University of Maine 1975 — 1978
B.S., Education
Robert Iverson, J.D., LL.M.'s UBS Experience June 2014 - Present
Job Associate Director & Associate Wealth Strategist, Advanced Planning, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS June 2014 - Present
J.P. Morgan Asset Management June 2012 - June 2014
Lavelle Law, Ltd. January 2011 - June 2012
Illinois State Bar Association Trusts and Estates Section Council December 2007 - October 2008
Beermann Swerdlove LLP August 2007 - May 2008
Circuit Court of Cook County May 2006 - August 2006
Skills
Estate Tax Planning, Trusts, Legal Writing, Estate Planning, Succession Planning, High Net Worth..., Tax Law, Tax Research, Legal Research, Estate Administration, Trust Services, Gift Tax, International Tax, Asset Protection, Corporate Tax, Income Tax, Client Counseling, Business Formation, Series 7
Education
University of Washington School of Law 2009 — 2010
LL.M., Taxation
The John Marshall Law School 2005 — 2008
J.D., Law
University of Illinois at Urbana-Champaign 1999 — 2003
B.S., Architectural Studies
UBS June 2014 - Present
J.P. Morgan Asset Management June 2012 - June 2014
Lavelle Law, Ltd. January 2011 - June 2012
Illinois State Bar Association Trusts and Estates Section Council December 2007 - October 2008
Beermann Swerdlove LLP August 2007 - May 2008
Circuit Court of Cook County May 2006 - August 2006
Skills
Estate Tax Planning, Trusts, Legal Writing, Estate Planning, Succession Planning, High Net Worth..., Tax Law, Tax Research, Legal Research, Estate Administration, Trust Services, Gift Tax, International Tax, Asset Protection, Corporate Tax, Income Tax, Client Counseling, Business Formation, Series 7
Education
University of Washington School of Law 2009 — 2010
LL.M., Taxation
The John Marshall Law School 2005 — 2008
J.D., Law
University of Illinois at Urbana-Champaign 1999 — 2003
B.S., Architectural Studies
Sandeep Pasupuleti's UBS Experience January 2007 - October 2009
Job 13+ years experience in 4 industries
Industry Telecommunications
Experience
Telenor October 2009 - August 2015
UBS January 2007 - October 2009
Dell International Services 2003 - 2007
Hilton Hotels & Resorts January 2002 - June 2003
Skills
Soft Skills, BPO, Team Management, Call Center, MIS, Employee Engagement, Business Development, CRM, Talent Management, Customer Satisfaction, Performance Management, Sales, Team Building, Account Management, Employee Training, Training Delivery, Leadership, Coaching, Process Improvement, Training, Strategy, Change Management, Management, Gospel, Acoustics, Guitarist, Evangelism, Call Centers, Gospel Music, Musicians
Education
Global School of Open Learning 2010 — 2014
Masters in Divinity, Theology
Edinburgh Business School 2000 — 2003
MBA, Strategic Planning, Marketing, Human Resources
University of Madras 1997 — 2000
Bachelor of Commerce (B.Com.), Business/Commerce, General
University of New Hampshire 1997 — 2000
Associate of Science in Business Studies, Business Administration, Management and Operations
Padma Seshadri Bala Bhavan Senior Secondary School 1987 — 1997
High School, High School/Secondary Diplomas and Certificates
Telenor October 2009 - August 2015
UBS January 2007 - October 2009
Dell International Services 2003 - 2007
Hilton Hotels & Resorts January 2002 - June 2003
Skills
Soft Skills, BPO, Team Management, Call Center, MIS, Employee Engagement, Business Development, CRM, Talent Management, Customer Satisfaction, Performance Management, Sales, Team Building, Account Management, Employee Training, Training Delivery, Leadership, Coaching, Process Improvement, Training, Strategy, Change Management, Management, Gospel, Acoustics, Guitarist, Evangelism, Call Centers, Gospel Music, Musicians
Education
Global School of Open Learning 2010 — 2014
Masters in Divinity, Theology
Edinburgh Business School 2000 — 2003
MBA, Strategic Planning, Marketing, Human Resources
University of Madras 1997 — 2000
Bachelor of Commerce (B.Com.), Business/Commerce, General
University of New Hampshire 1997 — 2000
Associate of Science in Business Studies, Business Administration, Management and Operations
Padma Seshadri Bala Bhavan Senior Secondary School 1987 — 1997
High School, High School/Secondary Diplomas and Certificates
ThomasH Jones's UBS Experience Marketing RepresentativeIBMSeptember 1974 - June 1980
Job Vice President Investments at UBS
Industry Financial Services
Experience
UBS Marketing RepresentativeIBMSeptember 1974 - June 1980
Education
University of Kentucky 1970 — 1974
B.A., English Literature
UBS Marketing RepresentativeIBMSeptember 1974 - June 1980
Education
University of Kentucky 1970 — 1974
B.A., English Literature
Jake Kalnitz's UBS Experience June 2010 - August 2010
Job Finance Manager, Global Export at Grainger
Industry Business Supplies and Equipment
Experience
Grainger May 2015 - Present
Grainger November 2013 - April 2015
Lake Forest Academy November 2011 - March 2014
Grainger January 2013 - October 2013
Grainger July 2011 - January 2013
University High School September 2008 - March 2011
UBS June 2010 - August 2010
Skills
Leadership, Finance, Coaching, Microsoft Excel, Management, Event Planning, Forecasting, Public Speaking, Financial Modeling, PowerPoint, Research, Social Media, Microsoft Word, Microsoft Office, Analysis, Budgets, Corporate Finance, Customer Service, Financial Forecasting, Market Research, Project Planning, Social Networking, Facebook, Data Analysis, Communication
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor's, Finance
Grainger May 2015 - Present
Grainger November 2013 - April 2015
Lake Forest Academy November 2011 - March 2014
Grainger January 2013 - October 2013
Grainger July 2011 - January 2013
University High School September 2008 - March 2011
UBS June 2010 - August 2010
Skills
Leadership, Finance, Coaching, Microsoft Excel, Management, Event Planning, Forecasting, Public Speaking, Financial Modeling, PowerPoint, Research, Social Media, Microsoft Word, Microsoft Office, Analysis, Budgets, Corporate Finance, Customer Service, Financial Forecasting, Market Research, Project Planning, Social Networking, Facebook, Data Analysis, Communication
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor's, Finance
Mohammed Abdul Hye's UBS Experience May 2006 - October 2010
Job Sr. Net Developer
Industry Information Technology and Services
Experience
Knight Capital Group September 2012 - Present
Citigroup October 2010 - September 2012
UBS May 2006 - October 2010
Infosys Technologies Ltd May 2005 - October 2010
Education
University of Madras
Knight Capital Group September 2012 - Present
Citigroup October 2010 - September 2012
UBS May 2006 - October 2010
Infosys Technologies Ltd May 2005 - October 2010
Education
University of Madras
Annette Diaz's UBS Experience 2002 - November 2012
Job Assistant Property Manager at Cushman & Wakefield
Industry Financial Services
Experience
Cushman & Wakefield March 2013 - Present
UBS 2002 - November 2012
Apple October 2007 - February 2008
UBS Investment Bank 1997 - 2002
UBS Warburg 1994 - 1997
Swiss Bank Corporation / O'Connor Associates October 1991 - 1994
Skills
Vendor Management, Project Management, Enviromental, LEED projects, Archibus, AutoCAD Architecture, Space-planning, Spanish, Team Leadership, Photography, Fine Art, Construction Management, Construction Drawings, Construction Safety, Construction Law, IT Strategy, Contract Management, MS Project, Strategy, Portfolio Management, Budgets, Management, Space planning, Architecture, Business Continuity, Disaster Recovery, Data Center, RFP, Negotiation, Leadership, Human Resources, Change Management, Contract Negotiation, Capital Markets, Infrastructure, Financial Services, Project Planning, Security, Program Management, Team Building, Training, Outsourcing, Time Management, Project Delivery, Analysis, Facilities Management, Finance, Executive Management
Education
University of Illinois at Chicago 1986 — 1989
Bachelor of Arts (BA)
Cushman & Wakefield March 2013 - Present
UBS 2002 - November 2012
Apple October 2007 - February 2008
UBS Investment Bank 1997 - 2002
UBS Warburg 1994 - 1997
Swiss Bank Corporation / O'Connor Associates October 1991 - 1994
Skills
Vendor Management, Project Management, Enviromental, LEED projects, Archibus, AutoCAD Architecture, Space-planning, Spanish, Team Leadership, Photography, Fine Art, Construction Management, Construction Drawings, Construction Safety, Construction Law, IT Strategy, Contract Management, MS Project, Strategy, Portfolio Management, Budgets, Management, Space planning, Architecture, Business Continuity, Disaster Recovery, Data Center, RFP, Negotiation, Leadership, Human Resources, Change Management, Contract Negotiation, Capital Markets, Infrastructure, Financial Services, Project Planning, Security, Program Management, Team Building, Training, Outsourcing, Time Management, Project Delivery, Analysis, Facilities Management, Finance, Executive Management
Education
University of Illinois at Chicago 1986 — 1989
Bachelor of Arts (BA)
Kathleen Nash's UBS Experience May 2008 - August 2008
Job Senior Consultant at Protiviti
Industry Financial Services
Experience
Protiviti January 2015 - Present
PwC September 2011 - January 2015
Merrill Lynch July 2010 - September 2011
UBS May 2008 - August 2008
Skills
Data Analysis, Management Consulting, Microsoft Office, Management, Financial Analysis, Analysis, Risk Management, Finance, Financial Modeling, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2006 — 2009
Bachelor of Science (BS), Economics
Protiviti January 2015 - Present
PwC September 2011 - January 2015
Merrill Lynch July 2010 - September 2011
UBS May 2008 - August 2008
Skills
Data Analysis, Management Consulting, Microsoft Office, Management, Financial Analysis, Analysis, Risk Management, Finance, Financial Modeling, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2006 — 2009
Bachelor of Science (BS), Economics
Jayne Porter's UBS Experience August 2000 - October 2005
Job Amherst Securities Group
Industry Financial Services
Experience
Amherst Pierpont Securities, LLC March 2012 - Present
Oppenheimer & Co. February 2006 - November 2011
UBS August 2000 - October 2005
Skills
Series 7, Excel, Customer Relations, Customer Service, Financial Markets, Microsoft Office, Investments, Equities, Word, Outlook, Portfolio Management, Customer Satisfaction, PowerPoint, Insurance, Finance, Microsoft Excel, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1979 — 1981
Political Science
Amherst Pierpont Securities, LLC March 2012 - Present
Oppenheimer & Co. February 2006 - November 2011
UBS August 2000 - October 2005
Skills
Series 7, Excel, Customer Relations, Customer Service, Financial Markets, Microsoft Office, Investments, Equities, Word, Outlook, Portfolio Management, Customer Satisfaction, PowerPoint, Insurance, Finance, Microsoft Excel, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1979 — 1981
Political Science
Ben T. Domingue's UBS Experience January 2004 - Present
Job Senior Vice President Wealth Management, Sr. Portfolio Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS January 2004 - Present
Edward Jones December 1998 - April 2004
Skills
Financial Planning, Wealth Management, Retirement Planning, Insurance, Estate Planning, Portfolio Management, Wealth Preservation, Wealth Transfer, Financial Advisory, Investment Advisory, Retirement Income, Asset Management, Investment Strategies, Long-term Care, Charitable Giving, Investments
Education
University of Louisiana at Lafayette
Church Point High School
Gulf Coast Community College
UBS January 2004 - Present
Edward Jones December 1998 - April 2004
Skills
Financial Planning, Wealth Management, Retirement Planning, Insurance, Estate Planning, Portfolio Management, Wealth Preservation, Wealth Transfer, Financial Advisory, Investment Advisory, Retirement Income, Asset Management, Investment Strategies, Long-term Care, Charitable Giving, Investments
Education
University of Louisiana at Lafayette
Church Point High School
Gulf Coast Community College
J.P. Hansen's UBS Experience August 2002 - December 2002
Job Business Broker at Bluegrass Business Associates
Industry Investment Banking
Experience
Bluegrass Business Associates December 2007 - Present
Advent Mortgage December 2003 - April 2007
Flagstar Bank December 2002 - December 2003
UBS August 2002 - December 2002
Skills
Valuation, Sales, Strategic Planning, Mergers & Acquisitions, Finance, Brokerage, Analysis, Business Valuation, Entrepreneurship, Financial Analysis, Start-ups, Business Planning, Investments, Private Equity, Business Strategy, Venture Capital, Real Estate, Financial Modeling, Strategic Financial..., Business Development, B2B Sales, Contract Negotiation, Qualifying Prospects, Exit Strategies, Recruiting, Sales Hiring, Employee Training, Sales Management, sales forecasting, Team Building, Inside Sales, Outside Sales, Cold Calling, Hunter, Rainmaker, Closing Business, Customer Service, Turn Around Management, Oral Communication, Written Communication, Leadership, Marketing, New Business Development, Management, Negotiation, Loans, Strategy, Social Media Marketing
Education
University of Kentucky 1997 — 2001
Bachelors, Marketing & Management
University of Kentucky 1997 — 2001
Bachelor's degree, Marketing & Management
Bluegrass Business Associates December 2007 - Present
Advent Mortgage December 2003 - April 2007
Flagstar Bank December 2002 - December 2003
UBS August 2002 - December 2002
Skills
Valuation, Sales, Strategic Planning, Mergers & Acquisitions, Finance, Brokerage, Analysis, Business Valuation, Entrepreneurship, Financial Analysis, Start-ups, Business Planning, Investments, Private Equity, Business Strategy, Venture Capital, Real Estate, Financial Modeling, Strategic Financial..., Business Development, B2B Sales, Contract Negotiation, Qualifying Prospects, Exit Strategies, Recruiting, Sales Hiring, Employee Training, Sales Management, sales forecasting, Team Building, Inside Sales, Outside Sales, Cold Calling, Hunter, Rainmaker, Closing Business, Customer Service, Turn Around Management, Oral Communication, Written Communication, Leadership, Marketing, New Business Development, Management, Negotiation, Loans, Strategy, Social Media Marketing
Education
University of Kentucky 1997 — 2001
Bachelors, Marketing & Management
University of Kentucky 1997 — 2001
Bachelor's degree, Marketing & Management
Kirsten Ismail, CFP®'s UBS Experience February 2009 - December 2012
Job Vice President Wealth Management At UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 2013 - Present
UBS February 2009 - December 2012
Morgan Stanley Smith Barney August 1997 - February 2009
Education
University of Maine 1990 — 1994
Bachelor of Science, Education
UBS Financial Services Inc. January 2013 - Present
UBS February 2009 - December 2012
Morgan Stanley Smith Barney August 1997 - February 2009
Education
University of Maine 1990 — 1994
Bachelor of Science, Education
Rahim Gilani, PMP's UBS Experience October 2003 - April 2004
Job Senior Service Engineer at CA Technologies
Industry Computer Software
Experience
CA Technologies June 2014 - Present
Collabera October 2013 - June 2014
Infosys October 2012 - October 2013
AMA Education System 2013 - 2013
HISNA 2013 - 2013
AIM Specialty Health November 2007 - October 2012
NYSE Euronext November 2006 - July 2007
CheckFree Investment Services 2004 - 2006
UBS October 2003 - April 2004
Skills
Disaster Recovery, Business Analysis, Integration, Requirements Analysis, Software Project..., Process Improvement, Control-M, Autosys, Unix Shell Scripting, Unix Operating Systems, Unix Services, Unix, Visio, ITIL, Requirements Gathering, Perl, System Administration, Information Technology, PMP, Project Management, System Deployment
Education
University of Illinois at Chicago 1999 — 2003
Mathematics & Computer Science, Computer Science, May, 2003
CA Technologies June 2014 - Present
Collabera October 2013 - June 2014
Infosys October 2012 - October 2013
AMA Education System 2013 - 2013
HISNA 2013 - 2013
AIM Specialty Health November 2007 - October 2012
NYSE Euronext November 2006 - July 2007
CheckFree Investment Services 2004 - 2006
UBS October 2003 - April 2004
Skills
Disaster Recovery, Business Analysis, Integration, Requirements Analysis, Software Project..., Process Improvement, Control-M, Autosys, Unix Shell Scripting, Unix Operating Systems, Unix Services, Unix, Visio, ITIL, Requirements Gathering, Perl, System Administration, Information Technology, PMP, Project Management, System Deployment
Education
University of Illinois at Chicago 1999 — 2003
Mathematics & Computer Science, Computer Science, May, 2003
Jeremy Riddle's UBS Experience April 1997 - September 2005
Job Head Trader Todd Asset Management
Industry Investment Management
Experience
Todd Asset Management LLC September 2005 - Present
UBS April 1997 - September 2005
Skills
Trading, Equity Trading, Equities, Investments, Asset Allocation, Operations Management, Asset Management, Investment Strategies, ADRs, Mutual Funds, Fixed Income, Wealth Management, Bloomberg, Options, ETFs, Bonds, Electronic Trading, Decision Making, Data Reconciliation, Soft Dollars
Education
University of Kentucky
Bachelor's degree, Finance
Todd Asset Management LLC September 2005 - Present
UBS April 1997 - September 2005
Skills
Trading, Equity Trading, Equities, Investments, Asset Allocation, Operations Management, Asset Management, Investment Strategies, ADRs, Mutual Funds, Fixed Income, Wealth Management, Bloomberg, Options, ETFs, Bonds, Electronic Trading, Decision Making, Data Reconciliation, Soft Dollars
Education
University of Kentucky
Bachelor's degree, Finance
Catherine Catherine Visser's UBS Experience August 1997 - Present
Job Driector Documentation Negotiation at UBS
Industry Financial Services
Experience
UBS August 1997 - Present
Skills
FX Options, Investment Banking, Risk Management, Hedge Funds, Bloomberg, Equities, Capital Markets, ISDA, Financial Markets, Team Management, ISDA negotiations, Prime Brokerage, Structured Products, Trading, Credit Derivatives, Structured Finance, Securities, Equity Derivatives
Education
University of KwaZulu-Natal 1987 — 1989
Bachelor of Commerce (B.Com.), Finance
UBS August 1997 - Present
Skills
FX Options, Investment Banking, Risk Management, Hedge Funds, Bloomberg, Equities, Capital Markets, ISDA, Financial Markets, Team Management, ISDA negotiations, Prime Brokerage, Structured Products, Trading, Credit Derivatives, Structured Finance, Securities, Equity Derivatives
Education
University of KwaZulu-Natal 1987 — 1989
Bachelor of Commerce (B.Com.), Finance
Leeto Tlou's UBS Experience January 2010 - June 2011
Job Managing Director at FTI Consulting
Industry Management Consulting
Experience
FTI Consulting July 2011 - Present
UBS January 2010 - June 2011
LECG March 2007 - January 2010
The Secura Group October 2000 - March 2007
Federal Reserve Board October 1992 - October 2000
Skills
Risk Management, Policy, Capital Markets, Executive Management, Banking, Financial Risk, Market Risk, Corporate Governance, Finance, Enterprise Risk..., Financial Services, Risk Assessment, ALM, Program Management, Treasury Management
Education
University of Iowa 1990 — 1992
MBA, Finance
University of Virginia 1986 — 1990
B.A., Economics
FTI Consulting July 2011 - Present
UBS January 2010 - June 2011
LECG March 2007 - January 2010
The Secura Group October 2000 - March 2007
Federal Reserve Board October 1992 - October 2000
Skills
Risk Management, Policy, Capital Markets, Executive Management, Banking, Financial Risk, Market Risk, Corporate Governance, Finance, Enterprise Risk..., Financial Services, Risk Assessment, ALM, Program Management, Treasury Management
Education
University of Iowa 1990 — 1992
MBA, Finance
University of Virginia 1986 — 1990
B.A., Economics
Brent Uhlmann's UBS Experience January 2009 - November 2009
Job Consultant, Client Implementation at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Hedge Fund Services April 2013 - Present
Northern Trust October 2011 - March 2013
UBS January 2009 - November 2009
Skills
Bloomberg Terminal, Bloomberg, Fixed Income, Equities, Derivatives, Valuation, Financial Statement...
Education
University of Illinois at Chicago
Bachelors of Science, Finance, Economics
Northern Trust Hedge Fund Services April 2013 - Present
Northern Trust October 2011 - March 2013
UBS January 2009 - November 2009
Skills
Bloomberg Terminal, Bloomberg, Fixed Income, Equities, Derivatives, Valuation, Financial Statement...
Education
University of Illinois at Chicago
Bachelors of Science, Finance, Economics
Oscar Arango's UBS Experience January 2008 - May 2010
Job Adjuster at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance November 2012 - Present
State Farm Insurance November 2011 - November 2012
UBS January 2008 - May 2010
Skills
Insurance, Access, Financial Analysis, Microsoft Excel, Data Analysis, Banking, PowerPoint, Customer Service, Risk Management, Investments, Outlook, Microsoft Office, Analysis, Accounting, Management, Claim, Sales, Microsoft Word
Education
University of Illinois at Chicago 2005 — 2010
Bachelor of Science (B.S.), Finance and Entrepreneurship
State Farm Insurance November 2012 - Present
State Farm Insurance November 2011 - November 2012
UBS January 2008 - May 2010
Skills
Insurance, Access, Financial Analysis, Microsoft Excel, Data Analysis, Banking, PowerPoint, Customer Service, Risk Management, Investments, Outlook, Microsoft Office, Analysis, Accounting, Management, Claim, Sales, Microsoft Word
Education
University of Illinois at Chicago 2005 — 2010
Bachelor of Science (B.S.), Finance and Entrepreneurship
William Mercer's UBS Experience August 2001 - Present
Job Vice President at UBS
Industry Financial Services
Experience
UBS August 2001 - Present
Piper Jaffray October 1993 - August 2001
Boettcher & Company September 1987 - September 1993
Education
Parsons Colege
Bachelor of Arts (B.A.)
University of Iowa
Bachelor of Arts (BA)
UBS August 2001 - Present
Piper Jaffray October 1993 - August 2001
Boettcher & Company September 1987 - September 1993
Education
Parsons Colege
Bachelor of Arts (B.A.)
University of Iowa
Bachelor of Arts (BA)
Paul Heppner's UBS Experience 2010 - 2012
Job IT Analyst at Infosys
Industry Information Technology and Services
Experience
Infosys July 2007 - Present
UBS 2010 - 2012
Ameriprise Financial Services, Inc. 2008 - 2009
Education
University of Iowa
Infosys July 2007 - Present
UBS 2010 - 2012
Ameriprise Financial Services, Inc. 2008 - 2009
Education
University of Iowa
Prathap Raghavan's UBS Experience July 2010 - June 2011
Job EI Test lead at Aetna
Industry Information Technology and Services
Experience
Cognizant Technology Solutions October 2006 - Present
Aetna January 2015 - Present
Cigna December 2013 - December 2014
Johnson Controls September 2012 - December 2013
British Gas June 2011 - September 2012
UBS July 2010 - June 2011
Hiscox November 2009 - April 2010
AstraZeneca November 2006 - October 2009
USAA October 2005 - October 2006
Skills
Test Automation, Quality Center, Test Planning, Regression Testing, Requirements Analysis, Selenium, Scrum, SQL, Agile Methodologies, Manual Testing, HP Quality Center, Microsoft SQL Server, XML, Java, SoapUI, Web Services, QC Admin, shunra tool, CA LISA, Marklogic
Education
University of Madras 1999 — 2003
Bachelor of Engineering (BEng), Computer Science
Cognizant Technology Solutions October 2006 - Present
Aetna January 2015 - Present
Cigna December 2013 - December 2014
Johnson Controls September 2012 - December 2013
British Gas June 2011 - September 2012
UBS July 2010 - June 2011
Hiscox November 2009 - April 2010
AstraZeneca November 2006 - October 2009
USAA October 2005 - October 2006
Skills
Test Automation, Quality Center, Test Planning, Regression Testing, Requirements Analysis, Selenium, Scrum, SQL, Agile Methodologies, Manual Testing, HP Quality Center, Microsoft SQL Server, XML, Java, SoapUI, Web Services, QC Admin, shunra tool, CA LISA, Marklogic
Education
University of Madras 1999 — 2003
Bachelor of Engineering (BEng), Computer Science
Justin Zhou's UBS Experience September 2015 - Present
Job Software Engineer at UBS
Industry Banking
Experience
UBS September 2015 - Present
Bank of America April 2014 - September 2015
Sears Holdings Corporation March 2014 - April 2014
Plutus Equity October 2012 - December 2013
CME Group September 2008 - July 2012
RR Donnelley August 2000 - August 2008
Spherion January 2000 - July 2000
Skills
Agile Methodologies, XML, Spring, Web Services, Unix, Java Enterprise Edition, Software Development, SOA, SDLC, SQL, Java, Hibernate
Education
University of Illinois at Chicago
Master's Degree, Computer Science
UBS September 2015 - Present
Bank of America April 2014 - September 2015
Sears Holdings Corporation March 2014 - April 2014
Plutus Equity October 2012 - December 2013
CME Group September 2008 - July 2012
RR Donnelley August 2000 - August 2008
Spherion January 2000 - July 2000
Skills
Agile Methodologies, XML, Spring, Web Services, Unix, Java Enterprise Edition, Software Development, SOA, SDLC, SQL, Java, Hibernate
Education
University of Illinois at Chicago
Master's Degree, Computer Science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.