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,
UBS List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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UBS Employees
Employee
Years
Job
Industry
Salvatore Saimeri Salvatore Saimeri's UBS Experience May 2013 - July 2013
Job University of Massachusetts Amherst
Industry Financial Services
Experience
University of Massachusetts Amherst September 2011 - Present
UBS May 2013 - July 2013
All American Gymnastics Academy June 2009 - August 2011
Skills
Research, Teaching, PowerPoint, Higher Education, Microsoft Office, Microsoft Excel, Microsoft Word, Editing, Student Affairs, Event Planning, Social Media, Teamwork, Social Networking, Management, Facebook, Fundraising
Education
Umass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
University of Massachusetts, Amherst 2011 — 2015
Bachelor's degree in Finance, Finance, General
University of Massachusetts Amherst September 2011 - Present
UBS May 2013 - July 2013
All American Gymnastics Academy June 2009 - August 2011
Skills
Research, Teaching, PowerPoint, Higher Education, Microsoft Office, Microsoft Excel, Microsoft Word, Editing, Student Affairs, Event Planning, Social Media, Teamwork, Social Networking, Management, Facebook, Fundraising
Education
Umass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
University of Massachusetts, Amherst 2011 — 2015
Bachelor's degree in Finance, Finance, General
Christina Martinez Christina Martinez's UBS Experience May 2008 - August 2008
Job Senior Consultant at Sehlke Consulting I Risk and Financial Management I Federal Audit Readiness and Financial Reporting
Industry Accounting
Experience
Sehlke Consulting LLC April 2015 - Present
IBM June 2014 - April 2015
MorganFranklin Consulting August 2013 - June 2014
Deloitte and Touche April 2012 - August 2013
Hughes Network Systems June 2011 - March 2012
Hiring Incentives Inc. June 2009 - June 2011
United States Department of Defense May 2009 - August 2009
UBS May 2008 - August 2008
Skills
SEC reporting, Financial Reporting, SAP, 10Q, 10K, Budgeting, Business Analysis, Financial Control, Budget Analysis, Budget Allocation, Consolidation, Government, Compliance, Microsoft Office, Excel, Quickbooks, Federal Government, Government Accounting, Government Procurement, Development Tools, Microsoft Excel, Budgets, SEC filings, Financial Audits, QuickBooks, Accounting, Sarbanes-Oxley Act, Internal Controls, US GAAP, GAAP, Financial Accounting, Project Management
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Bachelors of Science, Accounting
Sehlke Consulting LLC April 2015 - Present
IBM June 2014 - April 2015
MorganFranklin Consulting August 2013 - June 2014
Deloitte and Touche April 2012 - August 2013
Hughes Network Systems June 2011 - March 2012
Hiring Incentives Inc. June 2009 - June 2011
United States Department of Defense May 2009 - August 2009
UBS May 2008 - August 2008
Skills
SEC reporting, Financial Reporting, SAP, 10Q, 10K, Budgeting, Business Analysis, Financial Control, Budget Analysis, Budget Allocation, Consolidation, Government, Compliance, Microsoft Office, Excel, Quickbooks, Federal Government, Government Accounting, Government Procurement, Development Tools, Microsoft Excel, Budgets, SEC filings, Financial Audits, QuickBooks, Accounting, Sarbanes-Oxley Act, Internal Controls, US GAAP, GAAP, Financial Accounting, Project Management
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Bachelors of Science, Accounting
Rick Zaniboni Rick Zaniboni's UBS Experience December 2007 - May 2009
Job Trajectory Vice President, Business Development
Industry Marketing and Advertising
Experience
Trajectory March 2014 - Present
PARTNERS+simons July 2013 - February 2014
Medicus Healthcare Solutions March 2011 - July 2013
Overture Partners December 2009 - February 2011
UBS December 2007 - May 2009
ROTR January 2003 - December 2007
DomainSite.com January 1999 - January 2003
AGS / Zeitech / Modis January 1992 - January 1999
Skills
Entrepreneur, Business Development, New Business Development, Account Management, Strategic Planning, Marketing, Social Media, Project Management, Lead Generation, Contract Negotiation, Marketing Strategy, Team Building, Market Research, Negotiation, Business Strategy, Sales Management, Online Advertising, Start-ups, Strategic Partnerships, Marketing Communications, Healthcare, Health Care Systems, Health Systems, Entrepreneurship, Competitive Analysis, Selling, Management, Sales Operations, E-commerce, Sales, Program Management, Consulting, Integrated Marketing
Education
University of Massachusetts, Amherst
B.A., English
Trajectory March 2014 - Present
PARTNERS+simons July 2013 - February 2014
Medicus Healthcare Solutions March 2011 - July 2013
Overture Partners December 2009 - February 2011
UBS December 2007 - May 2009
ROTR January 2003 - December 2007
DomainSite.com January 1999 - January 2003
AGS / Zeitech / Modis January 1992 - January 1999
Skills
Entrepreneur, Business Development, New Business Development, Account Management, Strategic Planning, Marketing, Social Media, Project Management, Lead Generation, Contract Negotiation, Marketing Strategy, Team Building, Market Research, Negotiation, Business Strategy, Sales Management, Online Advertising, Start-ups, Strategic Partnerships, Marketing Communications, Healthcare, Health Care Systems, Health Systems, Entrepreneurship, Competitive Analysis, Selling, Management, Sales Operations, E-commerce, Sales, Program Management, Consulting, Integrated Marketing
Education
University of Massachusetts, Amherst
B.A., English
David Pare David Pare's UBS Experience 2000 - 2001
Job Sr. Vice President, Markets & Products at International Planning Group
Industry Insurance
Experience
International Planning Group January 2005 - Present
International Planning Group January 2003 - January 2005
International Planning Group September 2001 - January 2003
UBS 2000 - 2001
Skills
Wealth Management, Insurance, Risk Management, Financial Planning, Finance, Estate Planning, Underwriting, International Law, Product Marketing, Strategic Financial..., Financial Services, Estate Tax Planning, International Tax, Management, Life Insurance, Premium Financing, Reinsurance
Education
University of Massachusetts, Amherst
International Planning Group January 2005 - Present
International Planning Group January 2003 - January 2005
International Planning Group September 2001 - January 2003
UBS 2000 - 2001
Skills
Wealth Management, Insurance, Risk Management, Financial Planning, Finance, Estate Planning, Underwriting, International Law, Product Marketing, Strategic Financial..., Financial Services, Estate Tax Planning, International Tax, Management, Life Insurance, Premium Financing, Reinsurance
Education
University of Massachusetts, Amherst
Parker Gradolph's UBS Experience May 2012 - August 2013
Job Marketing Intern / Campus Representative at Sportsmanias
Industry Marketing and Advertising
Experience
Sportsmanias October 2014 - Present
Need The Legal - Andrew Shamis P.A. May 2014 - Present
UBS May 2012 - August 2013
Baseline Tennis June 2009 - August 2013
Skills
Social Media, Microsoft Word, Facebook, Social Networking, Customer Service, Event Planning, Social Media Marketing, Research, Advertising, Teamwork, Event Management, Market Research, YouTube, Organization, Market Planning, Twitter, Leadership, Time Management, Marketing Communications
Education
University of Miami 2011 — 2015
Marketing & Advertising, Senior
Brother Rice High School 2007 — 2011
High School Diploma
Sportsmanias October 2014 - Present
Need The Legal - Andrew Shamis P.A. May 2014 - Present
UBS May 2012 - August 2013
Baseline Tennis June 2009 - August 2013
Skills
Social Media, Microsoft Word, Facebook, Social Networking, Customer Service, Event Planning, Social Media Marketing, Research, Advertising, Teamwork, Event Management, Market Research, YouTube, Organization, Market Planning, Twitter, Leadership, Time Management, Marketing Communications
Education
University of Miami 2011 — 2015
Marketing & Advertising, Senior
Brother Rice High School 2007 — 2011
High School Diploma
PEDRO HARTH-SILVA PEDRO HARTH-SILVA's UBS Experience November 2006 - November 2011
Job Senior Vice President, Investments, Raymond James
Industry Financial Services
Experience
Raymond James November 2010 - Present
UBS November 2006 - November 2011
Citigroup - Salomon Smith Barney 1994 - 2007
Skills
Fixed Income, Asset Managment, Alternative Investments, Asset Management, Capital Markets, Investment Strategies, Valuation, Financial Modeling, Due Diligence, Series 63, Portfolio Management, Strategic Financial..., Derivatives, Corporate Finance, Series 7, Investment Advisory, Asset Allocation, Equities, Mergers, Mutual Funds
Education
University of Miami 1984 — 1987
International Finance, BBA
Birmingham Southern College 1979 — 1983
Bachelor, Economics
Raymond James November 2010 - Present
UBS November 2006 - November 2011
Citigroup - Salomon Smith Barney 1994 - 2007
Skills
Fixed Income, Asset Managment, Alternative Investments, Asset Management, Capital Markets, Investment Strategies, Valuation, Financial Modeling, Due Diligence, Series 63, Portfolio Management, Strategic Financial..., Derivatives, Corporate Finance, Series 7, Investment Advisory, Asset Allocation, Equities, Mergers, Mutual Funds
Education
University of Miami 1984 — 1987
International Finance, BBA
Birmingham Southern College 1979 — 1983
Bachelor, Economics
Haakon Sand Haakon Sand's UBS Experience February 2012 - June 2012
Job Business Analyst at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting September 2014 - Present
Morgan Stanley June 2013 - August 2013
Zanbato December 2012 - January 2013
UBS February 2012 - June 2012
Sørlandet Proprietorship June 2005 - August 2009
Skills
Entrepreneurship, Wealth Management, Microsoft Office, Teamwork, Start-ups, Financial Services, Strategy, Finance, Investments, Investment Banking, Management Consulting, Financial Modeling, Venture Capital, Financial Analysis, Microsoft Excel, Public Speaking, PowerPoint
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor of Science (BS), Finance
Deloitte Consulting September 2014 - Present
Morgan Stanley June 2013 - August 2013
Zanbato December 2012 - January 2013
UBS February 2012 - June 2012
Sørlandet Proprietorship June 2005 - August 2009
Skills
Entrepreneurship, Wealth Management, Microsoft Office, Teamwork, Start-ups, Financial Services, Strategy, Finance, Investments, Investment Banking, Management Consulting, Financial Modeling, Venture Capital, Financial Analysis, Microsoft Excel, Public Speaking, PowerPoint
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor of Science (BS), Finance
Kurt A. Shenk, CPA, CGMA Kurt A. Shenk, CPA, CGMA's UBS Experience June 2007 - August 2007
Job Assurance Manager
Industry Accounting
Experience
McGladrey October 2009 - Present
RSM McGladrey June 2008 - August 2008
Aronson LLC January 2008 - April 2008
UBS June 2007 - August 2007
Skills
Accounting, US GAAP, Microsoft Excel, Auditing, Internal Controls, CPA, Tax, Business Combinations, Revenue Recognition, Share-Based Compensation, Financial Reporting, Fair Value, Analytical Reasoning, Goodwill, Debt Restructuring, Audits of Employee..., Financial Statements, Assurance, Corporate Tax, Business, Stock Compensation, Mergers, External Audit, Financial Accounting, Tax Research, Business Valuation, Private Equity, Mergers & Acquisitions, Microsoft Word
Education
University of Maryland - Robert H. Smith School of Business
BA, Accounting
McGladrey October 2009 - Present
RSM McGladrey June 2008 - August 2008
Aronson LLC January 2008 - April 2008
UBS June 2007 - August 2007
Skills
Accounting, US GAAP, Microsoft Excel, Auditing, Internal Controls, CPA, Tax, Business Combinations, Revenue Recognition, Share-Based Compensation, Financial Reporting, Fair Value, Analytical Reasoning, Goodwill, Debt Restructuring, Audits of Employee..., Financial Statements, Assurance, Corporate Tax, Business, Stock Compensation, Mergers, External Audit, Financial Accounting, Tax Research, Business Valuation, Private Equity, Mergers & Acquisitions, Microsoft Word
Education
University of Maryland - Robert H. Smith School of Business
BA, Accounting
Ari Lowell Ari Lowell's UBS Experience January 2009 - May 2009
Job Senior Analyst at American Capital
Industry Venture Capital & Private Equity
Experience
American Capital June 2010 - Present
UBS January 2009 - May 2009
Camp Young Judea December 2007 - April 2008
Skills
Business Objects, Financial Analysis, Financial Reporting, Investments, Mergers, Analysis, Valuation, Due Diligence, Portfolio Management, Strategic Planning, Financial Modeling, Corporate Finance, Finance, Private Equity, Marketing, Accounting, Equities, Alternative Investments, Auditing, Start-ups, Fixed Income, Business Valuation, Investment Banking, Strategy, Mergers & Acquisitions
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelors of Science, Finance
University of Maryland College Park 2006 — 2010
BS, Finance
American Capital June 2010 - Present
UBS January 2009 - May 2009
Camp Young Judea December 2007 - April 2008
Skills
Business Objects, Financial Analysis, Financial Reporting, Investments, Mergers, Analysis, Valuation, Due Diligence, Portfolio Management, Strategic Planning, Financial Modeling, Corporate Finance, Finance, Private Equity, Marketing, Accounting, Equities, Alternative Investments, Auditing, Start-ups, Fixed Income, Business Valuation, Investment Banking, Strategy, Mergers & Acquisitions
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelors of Science, Finance
University of Maryland College Park 2006 — 2010
BS, Finance
Christian Hain Christian Hain's UBS Experience June 2010 - August 2010
Job Business Development at Acme Mills Group
Industry Textiles
Experience
Acme Mills Group March 2014 - Present
Coyote logistis September 2011 - November 2013
UBS June 2010 - August 2010
Skills
Logistics, 3PL, Account Management, Transportation, Transportation..., Sales, Business Development, Cold Calling, Sales Operations, Sales Management, Forecasting, Project Planning, Pricing
Education
University of Massachusetts, Amherst 2006 — 2011
Bachelor of Applied Science (BASc), Economics
University of Massachusetts, Amherst
Acme Mills Group March 2014 - Present
Coyote logistis September 2011 - November 2013
UBS June 2010 - August 2010
Skills
Logistics, 3PL, Account Management, Transportation, Transportation..., Sales, Business Development, Cold Calling, Sales Operations, Sales Management, Forecasting, Project Planning, Pricing
Education
University of Massachusetts, Amherst 2006 — 2011
Bachelor of Applied Science (BASc), Economics
University of Massachusetts, Amherst
Shrey Hatle's UBS Experience 2009 - 2012
Job Senior Consultant at Urban Science
Industry Information Technology and Services
Experience
Urban Science June 2014 - Present
University of Maryland September 2012 - May 2014
Paradyme Management Inc. June 2013 - August 2013
Infosys October 2009 - July 2012
UBS 2009 - 2012
Skills
Java, Oracle, HTML, PL/SQL, Microsoft Office, JSP, SQL, Microsoft Excel, PowerPoint, Databases, Research, Perl, Business Analysis, Photoshop, Unix, Pentaho, Strategic Planning, Microsoft SQL Server, Business Anal, Data Analysis, Statistics, Database Design, PL, Core Java, Database Administration, Start-ups, Relational Databases, Data Modeling, Logical Data Modeling, Business Strategy, Prime Brokerage, Securities, Investment Banking, JSP development, Java Enterprise Edition, Event Management, Oracle Applications, Corel Draw, Event Planning, Public Speaking, Selenium, Selenium Testing, Windows, Statistical Data...
Education
University of Maryland College Park 2012 — 2014
Master's degree, Management Information Systems, General
ramrao adik inst of tech 2005 — 2009
Bachelor of Engineering (BE), Electronics Engineering
Urban Science June 2014 - Present
University of Maryland September 2012 - May 2014
Paradyme Management Inc. June 2013 - August 2013
Infosys October 2009 - July 2012
UBS 2009 - 2012
Skills
Java, Oracle, HTML, PL/SQL, Microsoft Office, JSP, SQL, Microsoft Excel, PowerPoint, Databases, Research, Perl, Business Analysis, Photoshop, Unix, Pentaho, Strategic Planning, Microsoft SQL Server, Business Anal, Data Analysis, Statistics, Database Design, PL, Core Java, Database Administration, Start-ups, Relational Databases, Data Modeling, Logical Data Modeling, Business Strategy, Prime Brokerage, Securities, Investment Banking, JSP development, Java Enterprise Edition, Event Management, Oracle Applications, Corel Draw, Event Planning, Public Speaking, Selenium, Selenium Testing, Windows, Statistical Data...
Education
University of Maryland College Park 2012 — 2014
Master's degree, Management Information Systems, General
ramrao adik inst of tech 2005 — 2009
Bachelor of Engineering (BE), Electronics Engineering
Barry Besner's UBS Experience January 1998 - January 2002
Job CoFounder at B&B Housesitting
Industry Automotive
Experience
B&B Housesitting January 2010 - Present
JM Lexus June 2004 - Present
Wachovia Securities Financial Network January 2002 - June 2004
UBS January 1998 - January 2002
Skills
Strategic Financial..., Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, Investment Advisory, Series 63, Investment Strategies, Asset Allocation, Financial Advisory, Retirement, Portfolio Management, Fixed Annuities, IRAs, Negotiation, Warranty, Customer Satisfaction, Estate Planning, Financial Services, Customer Service, Leadership, Business Planning, Alternative Investments, Securities, Purchasing, Customer Retention, Team Building, Asset Management, Personal Finance, Term Life Insurance, Reynolds, Parts, Strategic Planning, Disability Insurance, Automotive, Options, Funding, Profit, Automobile, Savings, Marketing, Vehicles, Sales Management, Forecasting, Sales, Life Insurance, Asset Managment, Wealth, Business Development
Education
University of Miami 1964 — 1967
BBA, Business
Westmount High School 1956 — 1960
Graduation
B&B Housesitting January 2010 - Present
JM Lexus June 2004 - Present
Wachovia Securities Financial Network January 2002 - June 2004
UBS January 1998 - January 2002
Skills
Strategic Financial..., Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, Investment Advisory, Series 63, Investment Strategies, Asset Allocation, Financial Advisory, Retirement, Portfolio Management, Fixed Annuities, IRAs, Negotiation, Warranty, Customer Satisfaction, Estate Planning, Financial Services, Customer Service, Leadership, Business Planning, Alternative Investments, Securities, Purchasing, Customer Retention, Team Building, Asset Management, Personal Finance, Term Life Insurance, Reynolds, Parts, Strategic Planning, Disability Insurance, Automotive, Options, Funding, Profit, Automobile, Savings, Marketing, Vehicles, Sales Management, Forecasting, Sales, Life Insurance, Asset Managment, Wealth, Business Development
Education
University of Miami 1964 — 1967
BBA, Business
Westmount High School 1956 — 1960
Graduation
Ryan Leib, CFP® Ryan Leib, CFP®'s UBS Experience September 2013 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS September 2013 - Present
Keystone Wealth Management February 2006 - Present
UBS Financial Services January 2002 - February 2006
Education
University of Maryland College Park 1995 — 1999
UBS September 2013 - Present
Keystone Wealth Management February 2006 - Present
UBS Financial Services January 2002 - February 2006
Education
University of Maryland College Park 1995 — 1999
Nikolas V. Butkov Nikolas V. Butkov's UBS Experience 2001 - 2003
Job Financial Advisor and Chartered Retirement Planning Counselor,Pio Costa & Assoc. 2013 2015 Five Star Wealth Manager NJ
Industry Financial Services
Experience
Ameriprise Financial October 2010 - Present
TD Banknorth Investment Group November 2006 - October 2009
Edward Jones May 2003 - June 2005
UBS 2001 - 2003
DRG International, Inc. September 1984 - June 2001
Education
University of Missouri-Saint Louis 1968 — 1971
philosophy
University of Miami 1967 — 1969
Chemistry, Mathematics
Ameriprise Financial October 2010 - Present
TD Banknorth Investment Group November 2006 - October 2009
Edward Jones May 2003 - June 2005
UBS 2001 - 2003
DRG International, Inc. September 1984 - June 2001
Education
University of Missouri-Saint Louis 1968 — 1971
philosophy
University of Miami 1967 — 1969
Chemistry, Mathematics
Emily Kuppler Emily Kuppler's UBS Experience January 2012 - October 2012
Job Executive Assistant at N2 Publishing
Industry Publishing
Experience
N2 Publishing October 2014 - Present
Wells Fargo October 2012 - October 2014
UBS January 2012 - October 2012
UBS March 2011 - December 2011
Lord Abbett October 2008 - March 2011
Education
Mary Washington College 2000 — 2004
Bachelor of Science, Business Administration
N2 Publishing October 2014 - Present
Wells Fargo October 2012 - October 2014
UBS January 2012 - October 2012
UBS March 2011 - December 2011
Lord Abbett October 2008 - March 2011
Education
Mary Washington College 2000 — 2004
Bachelor of Science, Business Administration
Brian Lipinski Brian Lipinski's UBS Experience Senior Network TechnicianLabor ReadyJuly 1992 - December 2002
Job Customer Service / Help Desk Analyst
Industry
Experience
UBS Senior Network TechnicianLabor ReadyJuly 1992 - December 2002
Skills
Customer Service, Help Desk Support, Networking, Network Administration, Software Installation, Analysis, Customer Support, Troubleshooting, Team Leadership, Computer Hardware, Windows, Disaster Recovery
Education
University of Maryland University College 1986 — 1987
Did one year., General Studies, 3.0
Gordon Tech H.S. 1981 — 1985
High School, General Studies, 3.0
UBS Senior Network TechnicianLabor ReadyJuly 1992 - December 2002
Skills
Customer Service, Help Desk Support, Networking, Network Administration, Software Installation, Analysis, Customer Support, Troubleshooting, Team Leadership, Computer Hardware, Windows, Disaster Recovery
Education
University of Maryland University College 1986 — 1987
Did one year., General Studies, 3.0
Gordon Tech H.S. 1981 — 1985
High School, General Studies, 3.0
Mariana Rego's UBS Experience February 2011 - April 2013
Job CoFounder, Design Thinking | Miami
Industry Professional Training & Coaching
Experience
The Idea center at Miami Dade College June 2015 - Present
Design Thinking Miami September 2014 - Present
LaunchCode December 2014 - June 2015
The Living Experiment April 2013 - August 2014
UBS February 2011 - April 2013
UBS February 2011 - January 2012
UBS Wealth Management Americas May 2009 - February 2011
UBS Wealth Management Americas July 2007 - April 2009
Skills
Strategy, Financial Analysis, Blogging, Microsoft Office, Data Analysis, Management, Leadership, Microsoft Excel, PowerPoint, Financial Modeling, Business Analysis, Analysis, Research, Finance, Training, Design Thinking
Education
University of Miami 2003 — 2007
BSIE, Cum Laude, Industrial Engineering
The Idea center at Miami Dade College June 2015 - Present
Design Thinking Miami September 2014 - Present
LaunchCode December 2014 - June 2015
The Living Experiment April 2013 - August 2014
UBS February 2011 - April 2013
UBS February 2011 - January 2012
UBS Wealth Management Americas May 2009 - February 2011
UBS Wealth Management Americas July 2007 - April 2009
Skills
Strategy, Financial Analysis, Blogging, Microsoft Office, Data Analysis, Management, Leadership, Microsoft Excel, PowerPoint, Financial Modeling, Business Analysis, Analysis, Research, Finance, Training, Design Thinking
Education
University of Miami 2003 — 2007
BSIE, Cum Laude, Industrial Engineering
Rob Libertini Rob Libertini's UBS Experience January 2009 - May 2009
Job Credit Risk Analyst at Constellation
Industry Oil & Energy
Experience
Constellation January 2013 - Present
T. Rowe Price July 2010 - December 2012
UBS January 2009 - May 2009
TrainingPro May 2008 - August 2008
Skills
Bloomberg, Risk Management, Credit Risk, Financial Analysis, Valuation, Financial Modeling, Derivatives, Equities, Asset Management, Fixed Income, Analysis, Microsoft Office
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor's of Science, Finance, Operations Management
Constellation January 2013 - Present
T. Rowe Price July 2010 - December 2012
UBS January 2009 - May 2009
TrainingPro May 2008 - August 2008
Skills
Bloomberg, Risk Management, Credit Risk, Financial Analysis, Valuation, Financial Modeling, Derivatives, Equities, Asset Management, Fixed Income, Analysis, Microsoft Office
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor's of Science, Finance, Operations Management
Daniel M. Giardina's UBS Experience December 2012 - January 2013
Job Private Equity Fund Administrator Associate 1 at State Street
Industry Banking
Experience
State Street May 2014 - Present
FXCM December 2013 - Present
FXCM September 2013 - December 2013
FXCM May 2013 - August 2013
Principle Profits Asset Management, Inc January 2013 - May 2013
UBS December 2012 - January 2013
Northwestern Mutual May 2012 - December 2012
Carlucci and Giardina LLP June 2007 - August 2012
New York State Supreme Court May 2011 - August 2011
Skills
Financial Analysis, FX, Fundamental Analysis, Currency Analysis, FX Trading, Asia/Pacific Markets, Bloomberg Terminal, Excel, Stock Research/Analysis, Time Management, Technical Analysis, Word, Power Point, Salesforce.com, Research, Budget Managment, Cost Basis, Profitability Ratios, Options, Investment Valuation..., Webtop, PowerPoint
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's Degree, Finance & Law Concentration in Investments
CAPA London 2013 — 2013
Byram Hills High School 2005 — 2009
State Street May 2014 - Present
FXCM December 2013 - Present
FXCM September 2013 - December 2013
FXCM May 2013 - August 2013
Principle Profits Asset Management, Inc January 2013 - May 2013
UBS December 2012 - January 2013
Northwestern Mutual May 2012 - December 2012
Carlucci and Giardina LLP June 2007 - August 2012
New York State Supreme Court May 2011 - August 2011
Skills
Financial Analysis, FX, Fundamental Analysis, Currency Analysis, FX Trading, Asia/Pacific Markets, Bloomberg Terminal, Excel, Stock Research/Analysis, Time Management, Technical Analysis, Word, Power Point, Salesforce.com, Research, Budget Managment, Cost Basis, Profitability Ratios, Options, Investment Valuation..., Webtop, PowerPoint
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's Degree, Finance & Law Concentration in Investments
CAPA London 2013 — 2013
Byram Hills High School 2005 — 2009
Melissa Marchany Carrasquillo Melissa Marchany Carrasquillo's UBS Experience June 2008 - July 2008
Job Associate at Morell Bauzá Cartagena & Dapena LLC
Industry Law Practice
Experience
Morell Bauzá Cartagena & Dapena LLC December 2013 - Present
Federal Magistrates Court February 2013 - May 2013
Cancio Nadal Rivera & Díaz, P.S.C. June 2011 - February 2013
Oriental Financial Group June 2010 - July 2010
University of Michigan Health System, Department of Pathology November 2007 - May 2010
UBS June 2008 - July 2008
Oriental Financial Group June 2007 - August 2007
Skills
Civil Litigation, Personal Injury..., Criminal Defense, Torts, Criminal Law, Product Liability, Corporate Law, Appeals, Legal Writing, Legal Research, Litigation, Tax Law, Commercial Litigation, Administrative Law
Education
Inter American University School of Law 2010 — 2013
Doctor of Law (J.D.)
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Morell Bauzá Cartagena & Dapena LLC December 2013 - Present
Federal Magistrates Court February 2013 - May 2013
Cancio Nadal Rivera & Díaz, P.S.C. June 2011 - February 2013
Oriental Financial Group June 2010 - July 2010
University of Michigan Health System, Department of Pathology November 2007 - May 2010
UBS June 2008 - July 2008
Oriental Financial Group June 2007 - August 2007
Skills
Civil Litigation, Personal Injury..., Criminal Defense, Torts, Criminal Law, Product Liability, Corporate Law, Appeals, Legal Writing, Legal Research, Litigation, Tax Law, Commercial Litigation, Administrative Law
Education
Inter American University School of Law 2010 — 2013
Doctor of Law (J.D.)
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Martha Busser Martha Busser's UBS Experience January 2005 - September 2009
Job First Vice President, Investment Officer
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors September 2009 - March 2013
UBS January 2005 - September 2009
Legg Mason Wood Walker September 1998 - January 2005
Education
University of Maryland College Park 1982 — 1986
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors September 2009 - March 2013
UBS January 2005 - September 2009
Legg Mason Wood Walker September 1998 - January 2005
Education
University of Maryland College Park 1982 — 1986
Diego Suarez's UBS Experience July 2010 - May 2012
Job Associate, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank January 2014 - Present
Morgan Stanley Wealth Management December 2012 - January 2014
UBS July 2010 - May 2012
Park Street Advisors Consulting September 2009 - December 2009
Gibraltar Private Bank & Trust June 2009 - August 2009
Morgan Stanley Smith Barney February 2009 - May 2009
Skills
Business Analysis, Project Management, Valuation, Strategic Analysis, Corporate Strategy, Microsoft Excel, Research, Management Consulting, Financial Analysis
Education
University of Miami
BBA, Finance
J.P. Morgan Private Bank January 2014 - Present
Morgan Stanley Wealth Management December 2012 - January 2014
UBS July 2010 - May 2012
Park Street Advisors Consulting September 2009 - December 2009
Gibraltar Private Bank & Trust June 2009 - August 2009
Morgan Stanley Smith Barney February 2009 - May 2009
Skills
Business Analysis, Project Management, Valuation, Strategic Analysis, Corporate Strategy, Microsoft Excel, Research, Management Consulting, Financial Analysis
Education
University of Miami
BBA, Finance
Holly Mullikin Holly Mullikin's UBS Experience 2003 - 2006
Job Financial Services Professional
Industry Real Estate
Experience
Penzance October 2010 - Present
American Capital 2005 - October 2010
UBS 2003 - 2006
Skills
Spanish, Notary Public, Event Planning, Calendaring, Office Management, Real Estate Transactions, Real Estate, Calendars, Travel Arrangements, Microsoft Office, Administrative..., Confidentiality, Financial Analysis, Expense Management, Accounting, Fundraising, Strategic Planning, Non-profits, Due Diligence, Budgets, Office Administration, Event Management
Education
University of Maryland College Park 1995 — 2000
Bachelor of Science (B.S.), International Business
University of Maryland College Park 1995 — 2000
Bachelor of Arts (B.A.), Spanish Language and Literature
Penzance October 2010 - Present
American Capital 2005 - October 2010
UBS 2003 - 2006
Skills
Spanish, Notary Public, Event Planning, Calendaring, Office Management, Real Estate Transactions, Real Estate, Calendars, Travel Arrangements, Microsoft Office, Administrative..., Confidentiality, Financial Analysis, Expense Management, Accounting, Fundraising, Strategic Planning, Non-profits, Due Diligence, Budgets, Office Administration, Event Management
Education
University of Maryland College Park 1995 — 2000
Bachelor of Science (B.S.), International Business
University of Maryland College Park 1995 — 2000
Bachelor of Arts (B.A.), Spanish Language and Literature
Matthew Schob's UBS Experience January 2013 - May 2013
Job Talent Assistant at ICM Partners
Industry Entertainment
Experience
ICM Partners March 2015 - Present
Brookside Artist Management December 2013 - March 2015
Brookside Artist Management October 2013 - December 2013
UBS January 2013 - May 2013
Robert H. Smith School of Business August 2009 - May 2013
Turnberry Associates December 2012 - January 2013
Brookside Artist Management 2013 - 2013
Carnival Cruise Lines June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Research, Public Speaking, Event Planning, Financial Analysis, Social Media Marketing, Data Analysis, Facebook, Customer Service, Marketing, Social Networking, Photoshop
Education
University of Maryland College Park 2009 — 2013
BS, Finance and International Business
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), Finance, General
Copenhagen Business School 2012 — 2012
International Exchange Program, Finance and International Business
ICM Partners March 2015 - Present
Brookside Artist Management December 2013 - March 2015
Brookside Artist Management October 2013 - December 2013
UBS January 2013 - May 2013
Robert H. Smith School of Business August 2009 - May 2013
Turnberry Associates December 2012 - January 2013
Brookside Artist Management 2013 - 2013
Carnival Cruise Lines June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Research, Public Speaking, Event Planning, Financial Analysis, Social Media Marketing, Data Analysis, Facebook, Customer Service, Marketing, Social Networking, Photoshop
Education
University of Maryland College Park 2009 — 2013
BS, Finance and International Business
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), Finance, General
Copenhagen Business School 2012 — 2012
International Exchange Program, Finance and International Business
Sylvia Mahlebjian Sylvia Mahlebjian's UBS Experience April 2000 - May 2015
Job Sr. Manager, Head of Global Learning Design and North America Learning Delivery at Sapient
Industry Financial Services
Experience
Sapient June 2015 - Present
UBS April 2000 - May 2015
UBS 2000 - 2014
UBS October 2009 - March 2013
UBS Financial Services April 2000 - August 2010
Skills
Learning Management, Blended Learning, E-Learning, Instructional Design
Education
University of Massachusetts, Amherst 1983 — 1987
Sapient June 2015 - Present
UBS April 2000 - May 2015
UBS 2000 - 2014
UBS October 2009 - March 2013
UBS Financial Services April 2000 - August 2010
Skills
Learning Management, Blended Learning, E-Learning, Instructional Design
Education
University of Massachusetts, Amherst 1983 — 1987
Jeff Kalski Jeff Kalski's UBS Experience September 2011 - December 2011
Job Sr. Analyst at First Annapolis Consulting
Industry Management Consulting
Experience
First Annapolis Consulting January 2014 - Present
First Annapolis Consulting July 2012 - December 2013
2U January 2012 - May 2012
UBS September 2011 - December 2011
Avid Technology Professionals July 2011 - August 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions, Strategy, Business Development, Proposal Writing, Client Services, Presentation Development, Credit Cards, Partnerships, Retail, Marketing, Financial Reporting, Microsoft Office, PowerPoint, Microsoft Excel
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (BS), Finance, Supply Chain Management
First Annapolis Consulting January 2014 - Present
First Annapolis Consulting July 2012 - December 2013
2U January 2012 - May 2012
UBS September 2011 - December 2011
Avid Technology Professionals July 2011 - August 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions, Strategy, Business Development, Proposal Writing, Client Services, Presentation Development, Credit Cards, Partnerships, Retail, Marketing, Financial Reporting, Microsoft Office, PowerPoint, Microsoft Excel
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (BS), Finance, Supply Chain Management
John Zucco John Zucco's UBS Experience July 2013 - Present
Job Trader at UBS
Industry Investment Management
Experience
UBS July 2013 - Present
UBS Investment Bank September 2011 - Present
UBS Investment Bank July 2010 - September 2011
Managers Investment Group November 2009 - July 2011
Citi Smith Barney May 2008 - January 2009
Citi Smith Barney May 2007 - January 2008
Skills
Series 7, Series 63, Bloomberg, Fixed Income, Credit Derivatives, Microsoft Office, FINRA, Series 55, Trading
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.52
UBS July 2013 - Present
UBS Investment Bank September 2011 - Present
UBS Investment Bank July 2010 - September 2011
Managers Investment Group November 2009 - July 2011
Citi Smith Barney May 2008 - January 2009
Citi Smith Barney May 2007 - January 2008
Skills
Series 7, Series 63, Bloomberg, Fixed Income, Credit Derivatives, Microsoft Office, FINRA, Series 55, Trading
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.52
Brooke Connolly's UBS Experience January 2013 - May 2013
Job Marketing Associate at City Chic Real Estate
Industry International Affairs
Experience
City Chic Real Estate June 2013 - Present
UBS January 2013 - May 2013
University of Maryland Medical Center June 2011 - August 2011
Municipal Mortgage and Equity (Munimae) June 2010 - August 2010
Skills
Research, Microsoft Office, International Relations, PowerPoint, English, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Social Media, Economics, French, Real Estate, Marketing, Data Entry, Market Research
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management, Senior
Chesapeake High School 2006 — 2010
High School Diploma
City Chic Real Estate June 2013 - Present
UBS January 2013 - May 2013
University of Maryland Medical Center June 2011 - August 2011
Municipal Mortgage and Equity (Munimae) June 2010 - August 2010
Skills
Research, Microsoft Office, International Relations, PowerPoint, English, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Social Media, Economics, French, Real Estate, Marketing, Data Entry, Market Research
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management, Senior
Chesapeake High School 2006 — 2010
High School Diploma
Yuen Jin Yuen Jin's UBS Experience January 2010 - January 2011
Job Commercial Loan Administrator
Industry Banking
Experience
UBS Investment Bank November 2011 - October 2013
State Street February 2011 - September 2011
UBS January 2010 - January 2011
Dotcom Team March 2009 - January 2010
East Ocean Telecom International Co March 2008 - January 2009
Yisheng Media & Service Co November 2003 - November 2004
Skills
Banking, Accounting, Loans, Account Reconciliation, Auditing, Microsoft Excel, Marketing, Mutual Funds, Payments, Commercial Banking, Portfolio Management, Financial Analysis, Retail Banking, Trading, Finance, Risk Management, Valuation, Insurance, Customer Service, Microsoft Office, Microsoft Word
Education
UMass Boston 2006 — 2010
BS, Marketing, Management, Economics
UBS Investment Bank November 2011 - October 2013
State Street February 2011 - September 2011
UBS January 2010 - January 2011
Dotcom Team March 2009 - January 2010
East Ocean Telecom International Co March 2008 - January 2009
Yisheng Media & Service Co November 2003 - November 2004
Skills
Banking, Accounting, Loans, Account Reconciliation, Auditing, Microsoft Excel, Marketing, Mutual Funds, Payments, Commercial Banking, Portfolio Management, Financial Analysis, Retail Banking, Trading, Finance, Risk Management, Valuation, Insurance, Customer Service, Microsoft Office, Microsoft Word
Education
UMass Boston 2006 — 2010
BS, Marketing, Management, Economics
Meredith Mintz Meredith Mintz's UBS Experience December 2002 - August 2010
Job Executive Assistant at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2011 - November 2013
UBS December 2002 - August 2010
Prudential Financial August 1992 - December 2002
Skills
Customer Service, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Wealth Management, Administrative...
Education
University of Maryland College Park
Morgan Stanley Wealth Management October 2011 - November 2013
UBS December 2002 - August 2010
Prudential Financial August 1992 - December 2002
Skills
Customer Service, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Wealth Management, Administrative...
Education
University of Maryland College Park
Amy Olson Amy Olson's UBS Experience 2001 - 2005
Job CresCom Bank
Industry Banking
Experience
CresCom Bank June 2015 - Present
The Dee Norton Lowcountry Children's Center March 2010 - August 2010
Boston Private Bank May 2006 - May 2009
UBS 2001 - 2005
State Street Bank 1986 - 2001
Skills
Fixed Income, Equities, Securities, Derivatives, Risk Management
Education
University of Massachusetts Boston 1977 — 1981
BS, Management
CresCom Bank June 2015 - Present
The Dee Norton Lowcountry Children's Center March 2010 - August 2010
Boston Private Bank May 2006 - May 2009
UBS 2001 - 2005
State Street Bank 1986 - 2001
Skills
Fixed Income, Equities, Securities, Derivatives, Risk Management
Education
University of Massachusetts Boston 1977 — 1981
BS, Management
Richard B. Dondes's UBS Experience March 2007 - December 2007
Job Service Delivery Manager Global Network Services
Industry Information Technology and Services
Experience
ADP June 2015 - Present
Richard Dondes LLC March 2015 - June 2015
Weight Watchers International October 2013 - March 2015
Comcast Corporation April 2012 - October 2013
MetLife April 2011 - December 2011
LTech / Matlen Silver Group September 2010 - December 2010
HCL Technologies (Infrastructure Services Division) June 2010 - September 2010
CDI Corporation February 2008 - June 2010
UBS March 2007 - December 2007
NICE Systems April 2006 - December 2006
Skills
Service Desk/Help Desk..., Service Desk Management, Vendor Management, Outsourcing, IT Service Management, Change Management, Agent for Change, Project Management, Business Process, Integration, Process Improvement, Management, Operations Management, PMP, Program Management, Strategy, Business Services, Re-engineering, Team Building, Leadership, ITIL Certified, Team Leadership, Service Delivery, Software Documentation, PMO, Business Case, Incident Management, Cloud Computing, Infrastructure, Governance, ITIL, Contract Negotiation, Strategic Sourcing, Problem Management, Root Cause Analysis, Information Technology, Analysis, Project Planning, Performance Management, IT Strategy, Business Process..., Project Portfolio..., Call Centers, Cross-functional..., Continuous Improvement, Pre-sales, Adaptability, Coaching Staff, IT Management, IITIL Service Portfolio...
Education
University of Maryland College Park 1973 — 1977
B.A., Philosophy
Parkdale High School - Riverdale, MD 1970 — 1973
Maryland High School Diploma, College Preparatory
ADP June 2015 - Present
Richard Dondes LLC March 2015 - June 2015
Weight Watchers International October 2013 - March 2015
Comcast Corporation April 2012 - October 2013
MetLife April 2011 - December 2011
LTech / Matlen Silver Group September 2010 - December 2010
HCL Technologies (Infrastructure Services Division) June 2010 - September 2010
CDI Corporation February 2008 - June 2010
UBS March 2007 - December 2007
NICE Systems April 2006 - December 2006
Skills
Service Desk/Help Desk..., Service Desk Management, Vendor Management, Outsourcing, IT Service Management, Change Management, Agent for Change, Project Management, Business Process, Integration, Process Improvement, Management, Operations Management, PMP, Program Management, Strategy, Business Services, Re-engineering, Team Building, Leadership, ITIL Certified, Team Leadership, Service Delivery, Software Documentation, PMO, Business Case, Incident Management, Cloud Computing, Infrastructure, Governance, ITIL, Contract Negotiation, Strategic Sourcing, Problem Management, Root Cause Analysis, Information Technology, Analysis, Project Planning, Performance Management, IT Strategy, Business Process..., Project Portfolio..., Call Centers, Cross-functional..., Continuous Improvement, Pre-sales, Adaptability, Coaching Staff, IT Management, IITIL Service Portfolio...
Education
University of Maryland College Park 1973 — 1977
B.A., Philosophy
Parkdale High School - Riverdale, MD 1970 — 1973
Maryland High School Diploma, College Preparatory
Kristin (D'Ambrosio) O'Connell's UBS Experience 2004 - 2005
Job Account Director at Text100
Industry Public Relations and Communications
Experience
Text100 April 2014 - Present
Text 100 March 2013 - March 2014
Text 100 January 2011 - February 2013
Text 100 November 2009 - January 2011
Makovsky & Company July 2007 - November 2009
Infotech Strategies 2006 - 2007
DBC Public Relations 2005 - 2005
The National Cristina Foundation 2005 - 2005
UBS 2004 - 2005
Skills
Media Relations, Press Releases, Strategic Communications, Public Relations, Corporate Communications, Marketing, Feature Articles, Social Media, B2B, Publicity, Message Development, Crisis Communications
Education
University of Maryland - Robert H. Smith School of Business
Bachelor of Science
Text100 April 2014 - Present
Text 100 March 2013 - March 2014
Text 100 January 2011 - February 2013
Text 100 November 2009 - January 2011
Makovsky & Company July 2007 - November 2009
Infotech Strategies 2006 - 2007
DBC Public Relations 2005 - 2005
The National Cristina Foundation 2005 - 2005
UBS 2004 - 2005
Skills
Media Relations, Press Releases, Strategic Communications, Public Relations, Corporate Communications, Marketing, Feature Articles, Social Media, B2B, Publicity, Message Development, Crisis Communications
Education
University of Maryland - Robert H. Smith School of Business
Bachelor of Science
Ramona Ahmed Ramona Ahmed's UBS Experience October 2002 - June 2004
Job Assistant Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company August 2009 - Present
Crédit Agricole CIB July 2007 - December 2008
Financial Industry Regulatory Authority (FINRA) June 2004 - June 2007
UBS October 2002 - June 2004
Skills
Series 7, Series 24, FINRA, Securities, Equities, Capital Markets, Investment Banking
Education
University of Maryland - Robert H. Smith School of Business
BS in Finance and Management Information Systems, Finance and Financial Management Services
Jefferies & Company August 2009 - Present
Crédit Agricole CIB July 2007 - December 2008
Financial Industry Regulatory Authority (FINRA) June 2004 - June 2007
UBS October 2002 - June 2004
Skills
Series 7, Series 24, FINRA, Securities, Equities, Capital Markets, Investment Banking
Education
University of Maryland - Robert H. Smith School of Business
BS in Finance and Management Information Systems, Finance and Financial Management Services
Katy Anderson Katy Anderson's UBS Experience March 2009 - March 2014
Job Senior Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2014 - Present
UBS March 2009 - March 2014
Smith Barney October 2006 - March 2009
Thorbahn Associates May 2003 - December 2003
Skills
Sales, Marketing, Customer Service, Relationship Management, Marketing Strategy
Education
Webb's Pro Fitness 1995 — 2015
Aerobics Instructor / Personal Trainer
University of Massachusetts Boston 1999 — 2002
Bachelor's degree, Business
Wells Fargo Advisors, LLC May 2014 - Present
UBS March 2009 - March 2014
Smith Barney October 2006 - March 2009
Thorbahn Associates May 2003 - December 2003
Skills
Sales, Marketing, Customer Service, Relationship Management, Marketing Strategy
Education
Webb's Pro Fitness 1995 — 2015
Aerobics Instructor / Personal Trainer
University of Massachusetts Boston 1999 — 2002
Bachelor's degree, Business
Deepen Parikh Deepen Parikh's UBS Experience July 2007 - April 2010
Job Partner at Interplay Ventures
Industry Online Media
Experience
Interplay Ventures April 2013 - Present
New York Venture Community November 2011 - Present
LA Dodgers Sports & Entertainment Accelerator with R/GA August 2015 - Present
NextGen Angels NYC November 2013 - Present
Venwise April 2014 - May 2015
Binary Event Network (BEN) October 2012 - May 2013
FanMor June 2011 - April 2013
American India Foundation January 2010 - March 2012
MyNines May 2010 - May 2011
UBS July 2007 - April 2010
Skills
Entrepreneurship, Equities, Management, Venture Capital, Product Development, Financial Modeling, Market Research, Strategic Partnerships, Investments, Strategy, Mergers & Acquisitions, Start-ups, Competitive Analysis, Corporate Development, Private Equity
Education
University of Maryland College Park
Bachelor of Art, Economics
McDonogh School
Interplay Ventures April 2013 - Present
New York Venture Community November 2011 - Present
LA Dodgers Sports & Entertainment Accelerator with R/GA August 2015 - Present
NextGen Angels NYC November 2013 - Present
Venwise April 2014 - May 2015
Binary Event Network (BEN) October 2012 - May 2013
FanMor June 2011 - April 2013
American India Foundation January 2010 - March 2012
MyNines May 2010 - May 2011
UBS July 2007 - April 2010
Skills
Entrepreneurship, Equities, Management, Venture Capital, Product Development, Financial Modeling, Market Research, Strategic Partnerships, Investments, Strategy, Mergers & Acquisitions, Start-ups, Competitive Analysis, Corporate Development, Private Equity
Education
University of Maryland College Park
Bachelor of Art, Economics
McDonogh School
Michael Pena Michael Pena's UBS Experience March 2012 - May 2012
Job Investment Analyst at Capital One
Industry Banking
Experience
Capital One September 2014 - Present
Capital One July 2013 - September 2014
Lemma Senbet Fund May 2012 - May 2013
FDIC June 2012 - August 2012
UBS March 2012 - May 2012
iHire, LLC April 2009 - January 2012
Skills
Equity Valuation, Capital Markets, Financial Modeling, Bloomberg, Equities, Equity Research, Finance, Valuation, Financial Analysis, Options, Bloomberg Terminal
Education
University of Maryland - Robert H. Smith School of Business
Bachelors of Science, Finance and Information Systems
Capital One September 2014 - Present
Capital One July 2013 - September 2014
Lemma Senbet Fund May 2012 - May 2013
FDIC June 2012 - August 2012
UBS March 2012 - May 2012
iHire, LLC April 2009 - January 2012
Skills
Equity Valuation, Capital Markets, Financial Modeling, Bloomberg, Equities, Equity Research, Finance, Valuation, Financial Analysis, Options, Bloomberg Terminal
Education
University of Maryland - Robert H. Smith School of Business
Bachelors of Science, Finance and Information Systems
Rey Wang Rey Wang's UBS Experience 2011 - 2011
Job Risk reporting, Sybase IQ DBA at Citi
Industry Financial Services
Experience
Citi September 2011 - Present
Citi May 2011 - December 2011
UBS 2011 - 2011
UBS 2011 - 2011
Moody's Investors Service March 2001 - May 2001
IBM - AIX 370 August 1989 - April 1991
Skills
Sybase, IBM AIX, Data Migration, Sybase IQ, Operating Systems, Data Warehousing, Oracle, Unix, Performance Tuning, Data Modeling, Solaris, Databases, SQL, Database Design, Database Administration, Enterprise Architecture, SQL Tuning
Education
University of Massachusetts Dartmouth 1983 — 1985
Master's degree, Electrical and Electronics Engineering
Citi September 2011 - Present
Citi May 2011 - December 2011
UBS 2011 - 2011
UBS 2011 - 2011
Moody's Investors Service March 2001 - May 2001
IBM - AIX 370 August 1989 - April 1991
Skills
Sybase, IBM AIX, Data Migration, Sybase IQ, Operating Systems, Data Warehousing, Oracle, Unix, Performance Tuning, Data Modeling, Solaris, Databases, SQL, Database Design, Database Administration, Enterprise Architecture, SQL Tuning
Education
University of Massachusetts Dartmouth 1983 — 1985
Master's degree, Electrical and Electronics Engineering
Henry Malpartida Henry Malpartida's UBS Experience November 2006 - Present
Job SVP at UBS
Industry Financial Services
Experience
UBS November 2006 - Present
Citibank February 1999 - November 2006
Merrill Lynch 1993 - 1999
Barclays Bank 1989 - 1993
Skills
Separately Managed..., Series 7, Series 3, Alternative Investments, Wealth Management, Asset Allocation, Equities, FINRA, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Mutual Funds, Private Banking, Series 63, Wealth Management..., Portfolio Management
Education
University of Miami 1994 — 1997
International Finance and Marketing
UBS November 2006 - Present
Citibank February 1999 - November 2006
Merrill Lynch 1993 - 1999
Barclays Bank 1989 - 1993
Skills
Separately Managed..., Series 7, Series 3, Alternative Investments, Wealth Management, Asset Allocation, Equities, FINRA, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Mutual Funds, Private Banking, Series 63, Wealth Management..., Portfolio Management
Education
University of Miami 1994 — 1997
International Finance and Marketing
Philip Wiederlight Philip Wiederlight's UBS Experience October 2010 - April 2011
Job Associate at Jennison Associates LLC
Industry Financial Services
Experience
Jennison Associates LLC June 2013 - Present
Citi May 2011 - June 2013
UBS October 2010 - April 2011
Skills
Finance, Financial Modeling, Microsoft Office, Financial Analysis, Hedge Funds, Securities, Valuation
Education
School of Business
B.B.A, Finance and Marketing
University of Miami
Jennison Associates LLC June 2013 - Present
Citi May 2011 - June 2013
UBS October 2010 - April 2011
Skills
Finance, Financial Modeling, Microsoft Office, Financial Analysis, Hedge Funds, Securities, Valuation
Education
School of Business
B.B.A, Finance and Marketing
University of Miami
Brandon Livingston Brandon Livingston's UBS Experience July 2007 - August 2008
Job Systems Engineer Senior at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin November 2012 - Present
Raytheon May 2011 - November 2012
Raytheon August 2008 - May 2011
UBS July 2007 - August 2008
Geek Squad May 2005 - January 2006
Skills
Project Management, Systems Management, Software Engineering, Software Development, Technical Leadership, System Testing, Telelogic DOORS, ClearCase, Unix, Solaris, DoD, Security Clearance, C4ISR Systems, Software Documentation, Requirements Analysis, Requirements Management, Configuration Management, Systems Engineering
Education
University of South Florida 2012 — 2015
M.S., Engineering Management
University of Miami 2002 — 2007
B.S., Computer Science
Lockheed Martin November 2012 - Present
Raytheon May 2011 - November 2012
Raytheon August 2008 - May 2011
UBS July 2007 - August 2008
Geek Squad May 2005 - January 2006
Skills
Project Management, Systems Management, Software Engineering, Software Development, Technical Leadership, System Testing, Telelogic DOORS, ClearCase, Unix, Solaris, DoD, Security Clearance, C4ISR Systems, Software Documentation, Requirements Analysis, Requirements Management, Configuration Management, Systems Engineering
Education
University of South Florida 2012 — 2015
M.S., Engineering Management
University of Miami 2002 — 2007
B.S., Computer Science
Freddie Luberto Freddie Luberto's UBS Experience June 2001 - August 2001
Job Director, Actuarial @ Prudential
Industry Insurance
Experience
Prudential Financial 2015 - Present
Prudential Financial December 2009 - 2012
Prudential Financial October 2006 - December 2009
Jackson Hewitt November 2004 - October 2006
UBS June 2001 - August 2001
Skills
Financial Analysis, Investments, Excel, Insurance, Actuarial
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2002
BS, Finance, Economics
Prudential Financial 2015 - Present
Prudential Financial December 2009 - 2012
Prudential Financial October 2006 - December 2009
Jackson Hewitt November 2004 - October 2006
UBS June 2001 - August 2001
Skills
Financial Analysis, Investments, Excel, Insurance, Actuarial
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2002
BS, Finance, Economics
William Rodbell's UBS Experience June 2012 - June 2012
Job Marketing Coordinator at Surfr App
Industry Marketing and Advertising
Experience
Surfr App June 2014 - Present
Whitecaps Watersports and Keylypso Charters May 2011 - August 2013
UBS June 2012 - June 2012
Zagwear May 2012 - June 2012
P.B. Boys Club November 2010 - April 2011
Skills
Retail, Microsoft Office, PowerPoint, WordPress, Social Media Marketing, Email Marketing, Sales, Marketing Strategy, Ideas Development, User Experience, Online Marketing, Digital Marketing, Brand Development, Brand Management, Marketing
Education
University of San Diego 2015 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
University of Miami - School of Business 2011 — 2015
BBA, International Finance and Marketing
University of Virginia 2014 — 2014
Surfr App June 2014 - Present
Whitecaps Watersports and Keylypso Charters May 2011 - August 2013
UBS June 2012 - June 2012
Zagwear May 2012 - June 2012
P.B. Boys Club November 2010 - April 2011
Skills
Retail, Microsoft Office, PowerPoint, WordPress, Social Media Marketing, Email Marketing, Sales, Marketing Strategy, Ideas Development, User Experience, Online Marketing, Digital Marketing, Brand Development, Brand Management, Marketing
Education
University of San Diego 2015 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
University of Miami - School of Business 2011 — 2015
BBA, International Finance and Marketing
University of Virginia 2014 — 2014
Robert Fromberg Robert Fromberg's UBS Experience September 2006 - July 2010
Job Institutional Sales at H.C. Wainwright
Industry Financial Services
Experience
H.C. Wainwright May 2013 - Present
Chardan Capital Markets December 2011 - May 2013
UBS September 2006 - July 2010
UBS August 2004 - September 2006
Skills
Series 7, Equities, Client Services, Hedge Funds, Series 63, Securities, Investments, Portfolio Management, Alternative Investments, Asset Management, Bloomberg, Wealth Management
Education
University of Maryland College Park 1999 — 2002
Bachelor of Science (BS), Marketing
Herricks High School
H.C. Wainwright May 2013 - Present
Chardan Capital Markets December 2011 - May 2013
UBS September 2006 - July 2010
UBS August 2004 - September 2006
Skills
Series 7, Equities, Client Services, Hedge Funds, Series 63, Securities, Investments, Portfolio Management, Alternative Investments, Asset Management, Bloomberg, Wealth Management
Education
University of Maryland College Park 1999 — 2002
Bachelor of Science (BS), Marketing
Herricks High School
Ajay Mehra Ajay Mehra's UBS Experience July 2011 - June 2012
Job Managing Director at UBS
Industry Investment Management
Experience
Salient Partners August 2012 - Present
UBS July 2011 - June 2012
State Street Reseach & Management July 2003 - January 2005
Columbia Management March 1998 - June 2003
Morgan Stanley 1996 - 1998
Skills
Senior Executive..., equity portfolio..., global equites, Investment Management, Alternative Investments, Asset Allocation, Private Equity, Wealth Management, Mutual Funds, Fixed Income, Capital Markets, Derivatives, Valuation, Hedge Funds, Equity Research, Equities, Portfolio Management, Investments, Asset Management
Education
University of Massachusetts, Amherst 1988 — 1992
Ph.D., Business Strategy
Salient Partners August 2012 - Present
UBS July 2011 - June 2012
State Street Reseach & Management July 2003 - January 2005
Columbia Management March 1998 - June 2003
Morgan Stanley 1996 - 1998
Skills
Senior Executive..., equity portfolio..., global equites, Investment Management, Alternative Investments, Asset Allocation, Private Equity, Wealth Management, Mutual Funds, Fixed Income, Capital Markets, Derivatives, Valuation, Hedge Funds, Equity Research, Equities, Portfolio Management, Investments, Asset Management
Education
University of Massachusetts, Amherst 1988 — 1992
Ph.D., Business Strategy
Sergio Rego Sergio Rego's UBS Experience May 2007 - August 2007
Job Second Vice President at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management September 2011 - Present
Northern Trust Asset Management August 2010 - September 2011
Banyan Mezzanine Partners September 2009 - January 2010
Goldman Sachs June 2009 - August 2009
SR Enterprises January 2007 - August 2009
Cargill June 2008 - August 2008
UBS May 2007 - August 2007
Skills
Investments, Microsoft Excel, Spanish, Business Strategy, Portuguese, Bloomberg, Financial Analysis, Finance, Securities, Equities, Equity Research, Wealth Management, Asset Allocation, Financial Modeling, Spanish Proficiency, Excel Macros, Python
Education
University of Miami 2006 — 2010
BBA, Finance & Economics, Cum Laude
Ransom Everglades 2002 — 2006
St. Agnes Academy 1998 — 2002
Northern Trust Asset Management September 2011 - Present
Northern Trust Asset Management August 2010 - September 2011
Banyan Mezzanine Partners September 2009 - January 2010
Goldman Sachs June 2009 - August 2009
SR Enterprises January 2007 - August 2009
Cargill June 2008 - August 2008
UBS May 2007 - August 2007
Skills
Investments, Microsoft Excel, Spanish, Business Strategy, Portuguese, Bloomberg, Financial Analysis, Finance, Securities, Equities, Equity Research, Wealth Management, Asset Allocation, Financial Modeling, Spanish Proficiency, Excel Macros, Python
Education
University of Miami 2006 — 2010
BBA, Finance & Economics, Cum Laude
Ransom Everglades 2002 — 2006
St. Agnes Academy 1998 — 2002
Paul Olivo Paul Olivo's UBS Experience September 2010 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS September 2010 - Present
Citi March 2001 - September 2010
Education
University of Massachusetts, Amherst 1994 — 1998
Fordham Prep 1990 — 1994
UBS September 2010 - Present
Citi March 2001 - September 2010
Education
University of Massachusetts, Amherst 1994 — 1998
Fordham Prep 1990 — 1994
Max Gianniny's UBS Experience 2009 - 2009
Job Community Assistant at Capstone Property Management, Inc.
Industry Real Estate
Experience
Capstone Property Management, Inc. May 2010 - Present
UBS 2009 - 2009
Linden Oaks Management 2008 - 2008
Education
University of Maryland College Park 2007 — 2011
BA, Economics
Capstone Property Management, Inc. May 2010 - Present
UBS 2009 - 2009
Linden Oaks Management 2008 - 2008
Education
University of Maryland College Park 2007 — 2011
BA, Economics
Michael Corcelli's UBS Experience 2004 - 2006
Job Portfolio Manager
Industry Investment Management
Experience
Alexander Alternative Capital LLC February 2006 - Present
Dara Capital AG January 2014 - Present
Florida Alternative Investment Association June 2007 - Present
Bloomberg 1995 - Present
UBS 2004 - 2006
Skills
Wealth Management, Mutual Funds, Financial Advisory, Asset, Fund Of Funds, hedge funds, lobbying, Thought Leadership, Strategic Planning, Hedge Funds, Alternative Investments, Equities, Investments, Asset Managment, Asset Management, Private Equity, Options, Capital Markets, Investment Management, Investment Advisory, Portfolio Management, Financial Markets, Global Macro, Bloomberg, Trading, Financial Modeling, Financial Services, FX Options, Equity Research, Derivatives, Trading Systems, Investment Strategies, Valuation, Fixed Income, Commodity, Bloomberg Terminal, Finance, Investment Banking, Equity Derivatives, Asset Allocation, Equity Trading, Venture Capital, Securities, Emerging Markets, Hedging, Trading Strategies, ETFs, Capital, Series 7, Electronic Trading
Education
University of Miami - School of Business 1997 — 1999
Bachelor's Degree
University of Miami 1995 — 1996
Bachelor's Degree
Alexander Alternative Capital LLC February 2006 - Present
Dara Capital AG January 2014 - Present
Florida Alternative Investment Association June 2007 - Present
Bloomberg 1995 - Present
UBS 2004 - 2006
Skills
Wealth Management, Mutual Funds, Financial Advisory, Asset, Fund Of Funds, hedge funds, lobbying, Thought Leadership, Strategic Planning, Hedge Funds, Alternative Investments, Equities, Investments, Asset Managment, Asset Management, Private Equity, Options, Capital Markets, Investment Management, Investment Advisory, Portfolio Management, Financial Markets, Global Macro, Bloomberg, Trading, Financial Modeling, Financial Services, FX Options, Equity Research, Derivatives, Trading Systems, Investment Strategies, Valuation, Fixed Income, Commodity, Bloomberg Terminal, Finance, Investment Banking, Equity Derivatives, Asset Allocation, Equity Trading, Venture Capital, Securities, Emerging Markets, Hedging, Trading Strategies, ETFs, Capital, Series 7, Electronic Trading
Education
University of Miami - School of Business 1997 — 1999
Bachelor's Degree
University of Miami 1995 — 1996
Bachelor's Degree
Stephen Gesualdi Stephen Gesualdi's UBS Experience June 2011 - Present
Job Vice President Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS June 2011 - Present
Wells Fargo Advisors January 2004 - June 2011
Morgan Stanley August 1999 - January 2004
Education
University of Massachusetts, Amherst 1983 — 1987
B.S., Electrical Engineering
New Canaan High School 1979 — 1983
UBS June 2011 - Present
Wells Fargo Advisors January 2004 - June 2011
Morgan Stanley August 1999 - January 2004
Education
University of Massachusetts, Amherst 1983 — 1987
B.S., Electrical Engineering
New Canaan High School 1979 — 1983
Edith Londono Edith Londono's UBS Experience February 2010 - December 2010
Job Vice President Corporate Banking J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2011 - Present
UBS February 2010 - December 2010
J.P. Morgan April 2007 - January 2010
Banco de Crédito BCP May 2005 - March 2007
Education
University of Miami 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan February 2011 - Present
UBS February 2010 - December 2010
J.P. Morgan April 2007 - January 2010
Banco de Crédito BCP May 2005 - March 2007
Education
University of Miami 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Mandy Xu's UBS Experience October 2012 - December 2012
Job Applied Equity and Portfolio Analysis Teaching Assistant at Robert H Smith
Industry Financial Services
Experience
Robert H. Smith School of Business, University of Maryland 2013 - Present
Credit Suisse June 2014 - August 2014
Robert H. Smith School of Business, University of Maryland January 2014 - May 2014
Ernst & Young June 2013 - August 2013
UBS October 2012 - December 2012
USDA June 2012 - November 2012
Skills
Bloomberg, Microsoft Excel, Financial Modeling, Valuation, Data Analysis, Finance, Financial Analysis, Leadership, Microsoft Office, Management, Microsoft Word, Research, Teamwork, PowerPoint, Public Speaking
Education
Robert H. Smith School of Business 2011 — 2015
Bachelor of Science, Finance
University of Maryland College Park 2011 — 2015
Bachelor of Arts (B.A.), Economics
Robert H. Smith School of Business, University of Maryland 2013 - Present
Credit Suisse June 2014 - August 2014
Robert H. Smith School of Business, University of Maryland January 2014 - May 2014
Ernst & Young June 2013 - August 2013
UBS October 2012 - December 2012
USDA June 2012 - November 2012
Skills
Bloomberg, Microsoft Excel, Financial Modeling, Valuation, Data Analysis, Finance, Financial Analysis, Leadership, Microsoft Office, Management, Microsoft Word, Research, Teamwork, PowerPoint, Public Speaking
Education
Robert H. Smith School of Business 2011 — 2015
Bachelor of Science, Finance
University of Maryland College Park 2011 — 2015
Bachelor of Arts (B.A.), Economics
Victoria Edelman's UBS Experience April 2012 - Present
Job Associate Director: Wealth Management Recruiter
Industry Human Resources
Experience
UBS April 2012 - Present
UBS July 2010 - July 2012
UBS Investment Bank October 2009 - July 2010
UBS July 2008 - October 2009
UBS 2007 - 2008
University of Miami 2004 - 2008
Skills
Recruiting, Human Resources, Employee Relations, College Recruiting, Talent Acquisition, Talent Management, Onboarding, Applicant Tracking..., Resume Writing, PowerPoint, PeopleSoft, Access, Career Development, Management, Relationship Management, Finance, Payroll, HRIS, Leadership, Financial Services, Deferred Compensation, CRM
Education
University of Miami 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Delta Phi Epsilon
UBS April 2012 - Present
UBS July 2010 - July 2012
UBS Investment Bank October 2009 - July 2010
UBS July 2008 - October 2009
UBS 2007 - 2008
University of Miami 2004 - 2008
Skills
Recruiting, Human Resources, Employee Relations, College Recruiting, Talent Acquisition, Talent Management, Onboarding, Applicant Tracking..., Resume Writing, PowerPoint, PeopleSoft, Access, Career Development, Management, Relationship Management, Finance, Payroll, HRIS, Leadership, Financial Services, Deferred Compensation, CRM
Education
University of Miami 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Delta Phi Epsilon
Chris Ambrosio Chris Ambrosio's UBS Experience December 2010 - May 2011
Job FSO Assurance Banking and Capital Markets Associate at EY
Industry Financial Services
Experience
EY August 2013 - Present
Ernst & Young June 2012 - August 2012
GSA September 2011 - April 2012
First National Administrators May 2011 - August 2011
UBS December 2010 - May 2011
Skills
Microsoft Office 2008..., Microsoft Excel, PowerPoint, Financial Analysis, Auditing, Finance, Training, Program Management, Management, Banking, Internal Controls, Microsoft Office, Public Speaking, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
EY August 2013 - Present
Ernst & Young June 2012 - August 2012
GSA September 2011 - April 2012
First National Administrators May 2011 - August 2011
UBS December 2010 - May 2011
Skills
Microsoft Office 2008..., Microsoft Excel, PowerPoint, Financial Analysis, Auditing, Finance, Training, Program Management, Management, Banking, Internal Controls, Microsoft Office, Public Speaking, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Courtney Leonard Courtney Leonard's UBS Experience July 2015 - Present
Job Global HR Business Partner at UBS
Industry Human Resources
Experience
UBS July 2015 - Present
UBS August 2013 - Present
UBS Investment Bank October 2009 - Present
UBS Investment Bank February 2008 - October 2009
UBS Investment Bank October 2004 - February 2008
UBS Investment Bank February 2004 - October 2004
UBS Investment Bank July 2002 - February 2004
Skills
Talent Management, Human Resources, Equities, Training, Project Management, Onboarding, Employee Relations, Recruiting, Performance Management, Risk Management, Change Management, Personnel Management, Program Management, Management, Talent Acquisition, Business Strategy, Business Development
Education
University of Massachusetts, Amherst 1998 — 2002
Economics
UBS July 2015 - Present
UBS August 2013 - Present
UBS Investment Bank October 2009 - Present
UBS Investment Bank February 2008 - October 2009
UBS Investment Bank October 2004 - February 2008
UBS Investment Bank February 2004 - October 2004
UBS Investment Bank July 2002 - February 2004
Skills
Talent Management, Human Resources, Equities, Training, Project Management, Onboarding, Employee Relations, Recruiting, Performance Management, Risk Management, Change Management, Personnel Management, Program Management, Management, Talent Acquisition, Business Strategy, Business Development
Education
University of Massachusetts, Amherst 1998 — 2002
Economics
Sitaram Nelapatla's UBS Experience January 2004 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS January 2004 - Present
GM Asset Management 2000 - 2003
Merrill Lynch 1997 - 2000
Skills
Web Application..., Agile Methodologies, Client-server..., ASP.NET MVC, C#, WCF, SOA, Requirements Analysis, Visual Basic, jQuery, SDLC, Unix, JavaScript, SSRS, Crystal Reports, SQL, Oracle, SharePoint Designer, Software Project..., Data Analysis, Financial Analysis, Value Investing, Financial Accounting, IT Management, HR Management, Operations Management, Management Accounting, Supply Chain Management, Marketing Management, Analysis, Financial Services, Finance, Change Management, Team Leadership
Education
University of Massachusetts, Amherst 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
REC WARANGAL, AP, INDIA
Masters degree
UBS January 2004 - Present
GM Asset Management 2000 - 2003
Merrill Lynch 1997 - 2000
Skills
Web Application..., Agile Methodologies, Client-server..., ASP.NET MVC, C#, WCF, SOA, Requirements Analysis, Visual Basic, jQuery, SDLC, Unix, JavaScript, SSRS, Crystal Reports, SQL, Oracle, SharePoint Designer, Software Project..., Data Analysis, Financial Analysis, Value Investing, Financial Accounting, IT Management, HR Management, Operations Management, Management Accounting, Supply Chain Management, Marketing Management, Analysis, Financial Services, Finance, Change Management, Team Leadership
Education
University of Massachusetts, Amherst 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
REC WARANGAL, AP, INDIA
Masters degree
Katie Sickling Katie Sickling's UBS Experience July 2010 - August 2010
Job Regional Consultant at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2014 - Present
Merrill Lynch July 2011 - April 2014
Kissane Viola February 2011 - July 2011
Aspen Skiing Company January 2011 - May 2011
Merrill Lynch September 2010 - December 2010
UBS July 2010 - August 2010
WTDC January 2010 - May 2010
Uloop with UDOC December 2009 - May 2010
Shellbird Inc May 2009 - August 2009
Skills
Marketing, Social Media, Microsoft Office, Event Planning, Training, Advertising, Valuation, Social Media Marketing, InDesign, Event Management, Social Networking, Finance, PowerPoint, Microsoft Excel, Management, Recruiting
Education
University of Miami 2007 — 2010
Bachelor of Science, International Finance and Marketing
Goldman Sachs April 2014 - Present
Merrill Lynch July 2011 - April 2014
Kissane Viola February 2011 - July 2011
Aspen Skiing Company January 2011 - May 2011
Merrill Lynch September 2010 - December 2010
UBS July 2010 - August 2010
WTDC January 2010 - May 2010
Uloop with UDOC December 2009 - May 2010
Shellbird Inc May 2009 - August 2009
Skills
Marketing, Social Media, Microsoft Office, Event Planning, Training, Advertising, Valuation, Social Media Marketing, InDesign, Event Management, Social Networking, Finance, PowerPoint, Microsoft Excel, Management, Recruiting
Education
University of Miami 2007 — 2010
Bachelor of Science, International Finance and Marketing
Chuck Gilbert's UBS Experience January 1997 - January 2000
Job Experienced Sales and Sales Leadership Professional
Industry Financial Services
Experience
CCG Capital Investments, LLC January 2015 - Present
Natixis Global Asset Management March 2011 - September 2014
TD Ameritrade August 2006 - March 2011
Infinex Financial Group February 2006 - August 2006
Citizens Bank - Citizens Financial Services April 2002 - February 2006
Morgan Stanley January 2000 - April 2002
Paine Webber January 1997 - January 2000
UBS January 1997 - January 2000
Skills
Asset Management, Portfolio Management, Private Equity, Finance, Investment Management, Financial Advisory, Management, Sales, Series 7, Mutual Funds, Series 63, Investments, Financial Services, Wealth Management, Asset Allocation, Asset Managment, Funding, CRM, New Business Development, Securities, Alternative Investments, Equities, Retirement Planning, Strategic Planning, Relationship Management, Sales Management, Leadership, Fixed Income, Risk Management, Investment Advisory, Consulting
Education
University of Massachusetts, Amherst
CCG Capital Investments, LLC January 2015 - Present
Natixis Global Asset Management March 2011 - September 2014
TD Ameritrade August 2006 - March 2011
Infinex Financial Group February 2006 - August 2006
Citizens Bank - Citizens Financial Services April 2002 - February 2006
Morgan Stanley January 2000 - April 2002
Paine Webber January 1997 - January 2000
UBS January 1997 - January 2000
Skills
Asset Management, Portfolio Management, Private Equity, Finance, Investment Management, Financial Advisory, Management, Sales, Series 7, Mutual Funds, Series 63, Investments, Financial Services, Wealth Management, Asset Allocation, Asset Managment, Funding, CRM, New Business Development, Securities, Alternative Investments, Equities, Retirement Planning, Strategic Planning, Relationship Management, Sales Management, Leadership, Fixed Income, Risk Management, Investment Advisory, Consulting
Education
University of Massachusetts, Amherst
Kate Brolley's UBS Experience January 2010 - December 2010
Job MPP Candidate at the University of Maryland School of Public Policy
Industry International Affairs
Experience
University of Maryland, Education Abroad Program August 2015 - Present
Peace Corps October 2012 - December 2014
African Leadership, Inc. August 2011 - July 2012
Caterpillar Financial May 2011 - August 2011
UBS January 2010 - December 2010
Skills
Research, Community Outreach, Microsoft Excel, Social Media, Nonprofits, Microsoft Word, Event Planning
Education
University of Maryland College Park
Master's Degree, Public Policy - International Development Policy
Tennessee Foreign Language Institute 2012 — 2012
TESL Certificate, Teaching English as a Second Language
Vanderbilt University 2008 — 2012
Bachelor of Science, Economics, Human and Organizational Development (Public Policy), French
University of Maryland, Education Abroad Program August 2015 - Present
Peace Corps October 2012 - December 2014
African Leadership, Inc. August 2011 - July 2012
Caterpillar Financial May 2011 - August 2011
UBS January 2010 - December 2010
Skills
Research, Community Outreach, Microsoft Excel, Social Media, Nonprofits, Microsoft Word, Event Planning
Education
University of Maryland College Park
Master's Degree, Public Policy - International Development Policy
Tennessee Foreign Language Institute 2012 — 2012
TESL Certificate, Teaching English as a Second Language
Vanderbilt University 2008 — 2012
Bachelor of Science, Economics, Human and Organizational Development (Public Policy), French
Nicholaus Sorrentino Nicholaus Sorrentino's UBS Experience April 2005 - August 2006
Job CEO at Exelorix Consultants
Industry Information Services
Experience
Exelorix Consultants November 2008 - Present
AgainstCronyCapitalism.org 2011 - Present
Future 500 April 2010 - Present
Openworld Institute 2008 - 2009
BB&T/Scott and Stringfellow August 2006 - December 2008
UBS April 2005 - August 2006
Skills
Social Media Marketing, Blogging, Facebook, Marketing, Community Outreach, Public Relations, Politics, Nonprofits, Editing, Strategy, Social Media, Economics, Political Campaigns, Public Speaking, Social Networking, Press Releases, Fundraising, Copywriting, Journalism, Media Relations
Education
University of Mary Washington 1996 — 2000
BA, Political Science
Exelorix Consultants November 2008 - Present
AgainstCronyCapitalism.org 2011 - Present
Future 500 April 2010 - Present
Openworld Institute 2008 - 2009
BB&T/Scott and Stringfellow August 2006 - December 2008
UBS April 2005 - August 2006
Skills
Social Media Marketing, Blogging, Facebook, Marketing, Community Outreach, Public Relations, Politics, Nonprofits, Editing, Strategy, Social Media, Economics, Political Campaigns, Public Speaking, Social Networking, Press Releases, Fundraising, Copywriting, Journalism, Media Relations
Education
University of Mary Washington 1996 — 2000
BA, Political Science
Adam Ghadimian Adam Ghadimian's UBS Experience April 2013 - August 2013
Job Consultant, CIO Advisory at Kurt Salmon
Industry Management Consulting
Experience
Kurt Salmon January 2015 - Present
Kurt Salmon September 2013 - January 2015
UBS April 2013 - August 2013
M&M Management Systems, LLC July 2012 - March 2013
Citi June 2011 - August 2011
Wells Fargo June 2010 - July 2010
M&M Management Systems LLC June 2006 - August 2008
Skills
Data Analysis, Teamwork, Arena Simulation..., Research, Microsoft Office, Risk Management, Management Consulting, Analysis, Matlab, Program Management, Statistics, Management, PowerPoint, Communication, Business Process..., MS Project, Project Management, Presentations, Proposal Writing, Microsoft Excel, Market Research, Performance Dashboards, Excel Dashboards, Microsoft Project, Business Analysis
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelors of Science, Industrial Engineering; Operations Research
Kurt Salmon January 2015 - Present
Kurt Salmon September 2013 - January 2015
UBS April 2013 - August 2013
M&M Management Systems, LLC July 2012 - March 2013
Citi June 2011 - August 2011
Wells Fargo June 2010 - July 2010
M&M Management Systems LLC June 2006 - August 2008
Skills
Data Analysis, Teamwork, Arena Simulation..., Research, Microsoft Office, Risk Management, Management Consulting, Analysis, Matlab, Program Management, Statistics, Management, PowerPoint, Communication, Business Process..., MS Project, Project Management, Presentations, Proposal Writing, Microsoft Excel, Market Research, Performance Dashboards, Excel Dashboards, Microsoft Project, Business Analysis
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelors of Science, Industrial Engineering; Operations Research
Rick Robar Rick Robar's UBS Experience October 1993 - April 2001
Job Director, Constituent and Alumni Relations, College of Natural Sciences, UMass Amherst
Industry Higher Education
Experience
University of Massachusetts Amherst September 2014 - Present
University of Massachusetts Amherst June 2004 - August 2014
UBS October 1993 - April 2001
Merrill Lynch April 1990 - October 1993
Skills
Direct Sales, Sales Process, managing wealthy clients, managing one on one..., evaluation of client..., working with..., Leadership, Strategic Planning, Community Outreach, Higher Education, Fundraising, Program Development, Microsoft Office, Social Media, Nonprofits, Social Networking, Volunteer Management, Event Planning, Grant Writing, Public Speaking
Education
University of Massachusetts, Amherst 1979 — 1983
BS, Hotel and Restaurant Administration
University of Massachusetts Amherst September 2014 - Present
University of Massachusetts Amherst June 2004 - August 2014
UBS October 1993 - April 2001
Merrill Lynch April 1990 - October 1993
Skills
Direct Sales, Sales Process, managing wealthy clients, managing one on one..., evaluation of client..., working with..., Leadership, Strategic Planning, Community Outreach, Higher Education, Fundraising, Program Development, Microsoft Office, Social Media, Nonprofits, Social Networking, Volunteer Management, Event Planning, Grant Writing, Public Speaking
Education
University of Massachusetts, Amherst 1979 — 1983
BS, Hotel and Restaurant Administration
Dodo. Roberts's UBS Experience February 2013 - Present
Job Group Technology Americas Regional Management
Industry Investment Banking
Experience
UBS February 2013 - Present
UBS September 2011 - Present
UBS March 2010 - September 2011
UBS January 2007 - March 2010
UBS AG - Investment Bank January 2006 - January 2007
Perot Systems @ UBS 2001 - 2005
Perot Systems @ UBS 1997 - 2000
Micrognosis September 1993 - January 1997
CSK Micrognosis 1993 - 1997
Control Data Corporation September 1972 - August 1993
Skills
Vendor Management, Program Management, Management, ITIL, Leadership, IT Management, Change Management, Marketing, Project Management, Strategic Planning, Disaster Recovery, Sales, Market Data, Business Analysis, Cross-functional Team..., Risk Management, IT Strategy, Team Leadership, Software Project..., Data Center, Process Improvement, SDLC, Strategy, Business Intelligence, Project Portfolio..., Security, Business Development, Business Strategy, Outsourcing, Requirements Analysis, Business Process..., PMO, IT Service Management, Management Consulting, Information Technology, Contract Negotiation, Team Building, Integration, Governance, Service Delivery
Education
University of Mary Washington 1964 — 1968
BA, Sociology
UBS February 2013 - Present
UBS September 2011 - Present
UBS March 2010 - September 2011
UBS January 2007 - March 2010
UBS AG - Investment Bank January 2006 - January 2007
Perot Systems @ UBS 2001 - 2005
Perot Systems @ UBS 1997 - 2000
Micrognosis September 1993 - January 1997
CSK Micrognosis 1993 - 1997
Control Data Corporation September 1972 - August 1993
Skills
Vendor Management, Program Management, Management, ITIL, Leadership, IT Management, Change Management, Marketing, Project Management, Strategic Planning, Disaster Recovery, Sales, Market Data, Business Analysis, Cross-functional Team..., Risk Management, IT Strategy, Team Leadership, Software Project..., Data Center, Process Improvement, SDLC, Strategy, Business Intelligence, Project Portfolio..., Security, Business Development, Business Strategy, Outsourcing, Requirements Analysis, Business Process..., PMO, IT Service Management, Management Consulting, Information Technology, Contract Negotiation, Team Building, Integration, Governance, Service Delivery
Education
University of Mary Washington 1964 — 1968
BA, Sociology
Gregory Atkins's UBS Experience September 2001 - July 2003
Job Partner at Brooklyn Hotel Group
Industry Real Estate
Experience
SDS 2015 - Present
Brooklyn Hotel Group January 2013 - Present
Búzios Group LLC September 2012 - January 2015
SDS 2012 - 2014
V3 Hotels May 2010 - September 2012
V3 Hotels May 2008 - May 2010
Brooklyn Borough President July 2003 - April 2008
UBS September 2001 - July 2003
New York State Assemblywoman Joan L. Millman April 1997 - September 2001
SWBIDC 1995 - 1997
Skills
Real Estate Development, Economic Development, Fundraising, Public Policy, Non-profits, Community Outreach, Strategic Communications, Government, Politics, Program Development, Media Relations, Crisis Communications, Nonprofits
Education
University of Massachusetts, Amherst 1991 — 1993
Master's degree, City/Urban, Community and Regional Planning
University of Massachusetts, Amherst 1988 — 1991
Bachelor of Science (BS), Landscape Architecture
SDS 2015 - Present
Brooklyn Hotel Group January 2013 - Present
Búzios Group LLC September 2012 - January 2015
SDS 2012 - 2014
V3 Hotels May 2010 - September 2012
V3 Hotels May 2008 - May 2010
Brooklyn Borough President July 2003 - April 2008
UBS September 2001 - July 2003
New York State Assemblywoman Joan L. Millman April 1997 - September 2001
SWBIDC 1995 - 1997
Skills
Real Estate Development, Economic Development, Fundraising, Public Policy, Non-profits, Community Outreach, Strategic Communications, Government, Politics, Program Development, Media Relations, Crisis Communications, Nonprofits
Education
University of Massachusetts, Amherst 1991 — 1993
Master's degree, City/Urban, Community and Regional Planning
University of Massachusetts, Amherst 1988 — 1991
Bachelor of Science (BS), Landscape Architecture
Jason Kaslow's UBS Experience June 2008 - August 2008
Job Accounting and Investor Relations Associate at ZelnickMedia/ZM Capital
Industry Accounting
Experience
ZelnickMedia/ZM Capital April 2012 - Present
CitiGroup July 2011 - April 2012
CitiGroup November 2009 - August 2011
Thomson Reuters July 2009 - October 2009
UBS June 2008 - August 2008
Morgan Stanley January 2008 - May 2008
Herff Jones February 2005 - August 2007
Skills
Private Equity, Pivot Tables, Financial Reporting, Accounting, Excel, PowerPoint, Microsoft Word, Dynamo, Intralink, Budget, Fund Accounting, Meeting Planning, Compliance, Fundraising, Budgets, Equities, Analysis
Education
University of Maryland College Park 2005 — 2009
BS, Accounting
ZelnickMedia/ZM Capital April 2012 - Present
CitiGroup July 2011 - April 2012
CitiGroup November 2009 - August 2011
Thomson Reuters July 2009 - October 2009
UBS June 2008 - August 2008
Morgan Stanley January 2008 - May 2008
Herff Jones February 2005 - August 2007
Skills
Private Equity, Pivot Tables, Financial Reporting, Accounting, Excel, PowerPoint, Microsoft Word, Dynamo, Intralink, Budget, Fund Accounting, Meeting Planning, Compliance, Fundraising, Budgets, Equities, Analysis
Education
University of Maryland College Park 2005 — 2009
BS, Accounting
John Scott John Scott's UBS Experience 1990 - 1994
Job Executive Vice President at Argus Research Group
Industry Financial Services
Experience
Argus Research 2010 - Present
Toronto Dominion Asset Management 2006 - 2009
Geometry Group 2000 - 2005
SoundView Technology Group 1994 - 2000
UBS 1990 - 1994
Sanford C. Bernstein 1987 - 1990
Morgan Stanley 1981 - 1987
Skills
International Business..., Business Model..., Strategic Partnerships, Institutional Research, Independent Research, Cross Border Marketing, Global Equities, Institutional Equities, Equities, Research, Marketing, Bloomberg, Securities, Cross Border, Institutional, Fund Of Funds, Entrepreneurship, Financial Analysis, Series 7, Equity Valuation, Business Development, Strategy, Product Management, Competitive Analysis, Alternative Investments, Hedge Funds
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
University of Pennsylvania - The Wharton School
Investment Strategies and Portfolio Management Program
Argus Research 2010 - Present
Toronto Dominion Asset Management 2006 - 2009
Geometry Group 2000 - 2005
SoundView Technology Group 1994 - 2000
UBS 1990 - 1994
Sanford C. Bernstein 1987 - 1990
Morgan Stanley 1981 - 1987
Skills
International Business..., Business Model..., Strategic Partnerships, Institutional Research, Independent Research, Cross Border Marketing, Global Equities, Institutional Equities, Equities, Research, Marketing, Bloomberg, Securities, Cross Border, Institutional, Fund Of Funds, Entrepreneurship, Financial Analysis, Series 7, Equity Valuation, Business Development, Strategy, Product Management, Competitive Analysis, Alternative Investments, Hedge Funds
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
University of Pennsylvania - The Wharton School
Investment Strategies and Portfolio Management Program
Colin Kowalski's UBS Experience May 2011 - Present
Job Senior Vice PresidentInvestments Portfolio Manager
Industry Financial Services
Experience
UBS May 2011 - Present
Smith Barney July 1988 - May 2011
United States Air Force May 1968 - June 1988
Education
Washington State Univesity 1975 — 1976
Master of Business Administration (M.B.A.), Air Transportation
University of Maryland College Park 1963 — 1968
Bachelor of Science (B.S.), Accounting and Finance
UBS May 2011 - Present
Smith Barney July 1988 - May 2011
United States Air Force May 1968 - June 1988
Education
Washington State Univesity 1975 — 1976
Master of Business Administration (M.B.A.), Air Transportation
University of Maryland College Park 1963 — 1968
Bachelor of Science (B.S.), Accounting and Finance
Dong Parady Dong Parady's UBS Experience February 2008 - May 2008
Job Collateral Risk Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Universal Consulting Services November 2011 - October 2013
Chindex Medical Limited August 2008 - November 2011
UBS February 2008 - May 2008
Skills
Microsoft Office, Government Procurement, SAS, Procurement, FAR, WAWF, Management, Data Analysis, DoD, Microsoft Excel, Government, Finance, Market Research, Government Contracting, Project Management, PD2, Portfolio Management, Asset Management, Financial Analysis, Loans, Wealth Management, Retail Banking, Securities, Bloomberg Terminal
Education
University of Maryland College Park 2004 — 2008
Bachelor's degree, Economics
Morgan Stanley October 2013 - Present
Universal Consulting Services November 2011 - October 2013
Chindex Medical Limited August 2008 - November 2011
UBS February 2008 - May 2008
Skills
Microsoft Office, Government Procurement, SAS, Procurement, FAR, WAWF, Management, Data Analysis, DoD, Microsoft Excel, Government, Finance, Market Research, Government Contracting, Project Management, PD2, Portfolio Management, Asset Management, Financial Analysis, Loans, Wealth Management, Retail Banking, Securities, Bloomberg Terminal
Education
University of Maryland College Park 2004 — 2008
Bachelor's degree, Economics
Sehr Kayani Sehr Kayani's UBS Experience July 2015 - Present
Job Complex Risk Analyst at UBS
Industry Investment Management
Experience
UBS July 2015 - Present
Northwestern Mutual September 2012 - July 2015
Aga Khan Foundation (Pakistan) August 2011 - August 2012
Skills
Series 7, Series 63, Series 65, Series 6, series 9/10, Investments, Regulatory Compliance, Research, Proposal Writing, Program Development, Report Writing, Strategic Planning, MS Project, MS Office, Project Monitoring, Analysis
Education
University of Maryland College Park 2004 — 2008
Bachelor of Arts, Economics
UBS July 2015 - Present
Northwestern Mutual September 2012 - July 2015
Aga Khan Foundation (Pakistan) August 2011 - August 2012
Skills
Series 7, Series 63, Series 65, Series 6, series 9/10, Investments, Regulatory Compliance, Research, Proposal Writing, Program Development, Report Writing, Strategic Planning, MS Project, MS Office, Project Monitoring, Analysis
Education
University of Maryland College Park 2004 — 2008
Bachelor of Arts, Economics
Carlos Eduardo Lovera Carlos Eduardo Lovera's UBS Experience September 2010 - February 2011
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch July 2012 - June 2013
Bank of America Merrill Lynch June 2011 - August 2011
University of Miami January 2010 - May 2011
UBS September 2010 - February 2011
Education
University of Miami - School of Business 2008 — 2012
B.S.B.A., Economics, Business Law
Cypress Bay High School
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch July 2012 - June 2013
Bank of America Merrill Lynch June 2011 - August 2011
University of Miami January 2010 - May 2011
UBS September 2010 - February 2011
Education
University of Miami - School of Business 2008 — 2012
B.S.B.A., Economics, Business Law
Cypress Bay High School
Kacper Walicki Kacper Walicki's UBS Experience January 2015 - March 2015
Job Senior Manager Commercial Compliance Advisor at Capital One
Industry Financial Services
Experience
Capital One March 2015 - Present
UBS January 2015 - March 2015
GE Capital - Corporate Treasury June 2014 - December 2014
GE Capital - Corporate Treasury May 2011 - June 2014
Davis Polk & Wardwell LLP March 2008 - May 2011
WaMu Capital Corp. March 2007 - February 2008
McKee Nelson LLP August 2005 - March 2007
Skills
Financial Regulation, Derivatives, Dodd-Frank, Regulatory Reform, Risk Assessment, Compliance, Financial Risk, Financial Institutions, Risk Management, Compliance Testing, Treasury, Financial Services, Risk Compliance, Internal Controls, Regulatory Compliance
Education
University of Massachusetts, Amherst
Bachelor's Degree, Political Science & Economics Minor
Capital One March 2015 - Present
UBS January 2015 - March 2015
GE Capital - Corporate Treasury June 2014 - December 2014
GE Capital - Corporate Treasury May 2011 - June 2014
Davis Polk & Wardwell LLP March 2008 - May 2011
WaMu Capital Corp. March 2007 - February 2008
McKee Nelson LLP August 2005 - March 2007
Skills
Financial Regulation, Derivatives, Dodd-Frank, Regulatory Reform, Risk Assessment, Compliance, Financial Risk, Financial Institutions, Risk Management, Compliance Testing, Treasury, Financial Services, Risk Compliance, Internal Controls, Regulatory Compliance
Education
University of Massachusetts, Amherst
Bachelor's Degree, Political Science & Economics Minor
Tim North's UBS Experience May 2009 - August 2009
Job Enterprise Account Executive at Oracle
Industry Information Technology and Services
Experience
Oracle August 2015 - Present
Box August 2014 - August 2015
IBM August 2011 - July 2014
Atmospheir January 2012 - January 2014
IBM August 2010 - August 2011
IBM August 2010 - January 2011
University of Michigan June 2005 - January 2010
UBS May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Team Leadership, Negotiation, Strategic Partnerships, Cloud Computing, SaaS, Selling, Client Acquisition, Enterprise Content..., Business Analytics, IT Strategy, SEO, Non-profits, Brand Management, Customer Acquisition, Start-ups, Management, Leadership, Enterprise Software, Analytics, Marketing, Sales Operations, Social Networking, Program Management, Leadership Development..., Nonprofits, Strategy, CRM, Salesforce.com, Sales
Education
University of Michigan - Rackham Graduate School 2009 — 2010
Master's Degree, Management
University of Michigan - Stephen M. Ross School of Business 2009 — 2010
University of Michigan 2005 — 2009
Bachelor of Arts, Sociology
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Oracle August 2015 - Present
Box August 2014 - August 2015
IBM August 2011 - July 2014
Atmospheir January 2012 - January 2014
IBM August 2010 - August 2011
IBM August 2010 - January 2011
University of Michigan June 2005 - January 2010
UBS May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Team Leadership, Negotiation, Strategic Partnerships, Cloud Computing, SaaS, Selling, Client Acquisition, Enterprise Content..., Business Analytics, IT Strategy, SEO, Non-profits, Brand Management, Customer Acquisition, Start-ups, Management, Leadership, Enterprise Software, Analytics, Marketing, Sales Operations, Social Networking, Program Management, Leadership Development..., Nonprofits, Strategy, CRM, Salesforce.com, Sales
Education
University of Michigan - Rackham Graduate School 2009 — 2010
Master's Degree, Management
University of Michigan - Stephen M. Ross School of Business 2009 — 2010
University of Michigan 2005 — 2009
Bachelor of Arts, Sociology
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Russell Herman Russell Herman's UBS Experience March 2013 - Present
Job Senior Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS March 2013 - Present
Skills
Fixed Income, Series 7, Equities
Education
University of Miami - School of Business 1963 — 1967
Bachelor of Business Administration (BBA), Finance, General, B
UBS March 2013 - Present
Skills
Fixed Income, Series 7, Equities
Education
University of Miami - School of Business 1963 — 1967
Bachelor of Business Administration (BBA), Finance, General, B
Ryan Muni Ryan Muni's UBS Experience June 2012 - September 2012
Job Analytics Associate at Deloitte Advisory
Industry Management Consulting
Experience
Deloitte Advisory January 2015 - Present
Deloitte Consulting LLP April 2013 - December 2014
RPM Ventures LLC January 2012 - December 2012
UBS June 2012 - September 2012
Metropolis Capital Finance March 2012 - June 2012
PNC Financial Services June 2011 - September 2011
Bike to the Beach January 2011 - May 2011
Skills
Financial Analysis, Financial Modeling, Market Research, Fundraising, Account Management, Econometrics, Finance, Capital Markets, Investments, Management Consulting, Project Management, Tableau, SQL
Education
University of Maryland College Park 2009 — 2012
Bachelor's Degree, Economics, Graduated in 3.5 years
Deloitte Advisory January 2015 - Present
Deloitte Consulting LLP April 2013 - December 2014
RPM Ventures LLC January 2012 - December 2012
UBS June 2012 - September 2012
Metropolis Capital Finance March 2012 - June 2012
PNC Financial Services June 2011 - September 2011
Bike to the Beach January 2011 - May 2011
Skills
Financial Analysis, Financial Modeling, Market Research, Fundraising, Account Management, Econometrics, Finance, Capital Markets, Investments, Management Consulting, Project Management, Tableau, SQL
Education
University of Maryland College Park 2009 — 2012
Bachelor's Degree, Economics, Graduated in 3.5 years
Gregory Peter's UBS Experience 2007 - 2008
Job Managing Director at Valuation Research Corporation
Industry Research
Experience
Valuation Research Corporation July 2015 - Present
First Motive October 2012 - Present
Tellart November 2012 - Present
Amplified Event Strategy 2014 - Present
Integrated Transportation & Protective Services, LLC 2013 - Present
Jangala Market October 2012 - October 2014
nSphere September 2008 - October 2012
UBS 2007 - 2008
AMB Property Corporation 2006 - 2007
ACC Capital Holdings 2002 - 2004
Skills
Capital Raising, Entrepreneurship, Strategy, Start-ups, Business Development, Business Strategy, New Business Development, Financial Modeling, Account Management, Marketing, Product Development, Market Research, Strategic Partnerships, Mergers, Product Management, Marketing Strategy, Mobile Devices, SaaS, Mergers & Acquisitions, Sales, Sales Management, Analysis, Forecasting, Venture Capital
Education
University of Oxford - Said Business School 2004 — 2005
MBA, Finance
University of Massachusetts, Amherst 1996 — 2000
BBA, Finance and Economics
Longmeadow High School 1992 — 1996
Valuation Research Corporation July 2015 - Present
First Motive October 2012 - Present
Tellart November 2012 - Present
Amplified Event Strategy 2014 - Present
Integrated Transportation & Protective Services, LLC 2013 - Present
Jangala Market October 2012 - October 2014
nSphere September 2008 - October 2012
UBS 2007 - 2008
AMB Property Corporation 2006 - 2007
ACC Capital Holdings 2002 - 2004
Skills
Capital Raising, Entrepreneurship, Strategy, Start-ups, Business Development, Business Strategy, New Business Development, Financial Modeling, Account Management, Marketing, Product Development, Market Research, Strategic Partnerships, Mergers, Product Management, Marketing Strategy, Mobile Devices, SaaS, Mergers & Acquisitions, Sales, Sales Management, Analysis, Forecasting, Venture Capital
Education
University of Oxford - Said Business School 2004 — 2005
MBA, Finance
University of Massachusetts, Amherst 1996 — 2000
BBA, Finance and Economics
Longmeadow High School 1992 — 1996
Al Sessa's UBS Experience March 2012 - Present
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS March 2012 - Present
Merrill Lynch June 1992 - March 2012
Skills
Wealth Management, Series 7, Retirement Planning, Asset Allocation, Series 63, Investments, Portfolio Management
Education
University of Maryland College Park 1988 — 1992
Bachelor of Science (BS), Consumer Economics
St. John Vianney H.S. 1988 — 1992
UBS March 2012 - Present
Merrill Lynch June 1992 - March 2012
Skills
Wealth Management, Series 7, Retirement Planning, Asset Allocation, Series 63, Investments, Portfolio Management
Education
University of Maryland College Park 1988 — 1992
Bachelor of Science (BS), Consumer Economics
St. John Vianney H.S. 1988 — 1992
Debra Mitchell-Ruranga's UBS Experience November 2010 - December 2011
Job Chief of Staff
Industry Investment Management
Experience
Bridgewater Associates May 2013 - Present
AIG June 2012 - May 2013
UBS November 2010 - December 2011
UBS August 2009 - November 2010
UBS March 2004 - August 2009
UBS 2001 - March 2004
PaineWebber November 1997 - 2001
Frontier Communications February 1994 - November 1997
GE Aerospace / Martin Marietta January 1990 - February 1994
Skills
Business Transformation, Marketing Communications, Change Management, Change Management..., Business Strategy, CRM, Employee Training, Governance, Human Resources, Internal Communications, Management, Organizational..., Stakeholder Management, Strategy, Talent Management, Organizational Design
Education
University of Massachusetts, Amherst 1985 — 1989
BS, Mechanical Engineering
Bridgewater Associates May 2013 - Present
AIG June 2012 - May 2013
UBS November 2010 - December 2011
UBS August 2009 - November 2010
UBS March 2004 - August 2009
UBS 2001 - March 2004
PaineWebber November 1997 - 2001
Frontier Communications February 1994 - November 1997
GE Aerospace / Martin Marietta January 1990 - February 1994
Skills
Business Transformation, Marketing Communications, Change Management, Change Management..., Business Strategy, CRM, Employee Training, Governance, Human Resources, Internal Communications, Management, Organizational..., Stakeholder Management, Strategy, Talent Management, Organizational Design
Education
University of Massachusetts, Amherst 1985 — 1989
BS, Mechanical Engineering
Joe Furze Joe Furze's UBS Experience 1998 - 2004
Job Director at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2011 - Present
Morgan Stanley October 2010 - 2011
JP Morgan chase 2004 - 2010
UBS 1998 - 2004
Paine Webber April 1998 - September 2001
Citigroup 1992 - 1997
Nomura Securities 1987 - 1988
Skills
Derivatives, Fixed Income, Equities, Capital Markets, Investment Banking, Trading Systems, Portfolio Management, Hedge Funds, Risk Management, Asset Management, Financial Services, Electronic Trading, Trading, FX Options, Securities, Bloomberg, Financial Markets, Options, Banking, Alternative Investments, Financial Risk, Equity Derivatives, Bonds, Middle Office, Business Analysis, Investment Management, Financial Analysis, Swaps, Market Risk, Structured Products, Credit Derivatives
Education
The University of Chicago 1989 — 1991
MBA, Finance & Statistics
University of Maryland College Park 1981 — 1985
BS, Accounting
Prudential Financial June 2011 - Present
Morgan Stanley October 2010 - 2011
JP Morgan chase 2004 - 2010
UBS 1998 - 2004
Paine Webber April 1998 - September 2001
Citigroup 1992 - 1997
Nomura Securities 1987 - 1988
Skills
Derivatives, Fixed Income, Equities, Capital Markets, Investment Banking, Trading Systems, Portfolio Management, Hedge Funds, Risk Management, Asset Management, Financial Services, Electronic Trading, Trading, FX Options, Securities, Bloomberg, Financial Markets, Options, Banking, Alternative Investments, Financial Risk, Equity Derivatives, Bonds, Middle Office, Business Analysis, Investment Management, Financial Analysis, Swaps, Market Risk, Structured Products, Credit Derivatives
Education
The University of Chicago 1989 — 1991
MBA, Finance & Statistics
University of Maryland College Park 1981 — 1985
BS, Accounting
David Belanger, CSM's UBS Experience January 2015 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
Clayton Homes April 2012 - January 2015
DavidEBelanger.com January 2011 - January 2015
Op4G - Opinions For Good June 2011 - May 2012
Call Center Services June 2008 - June 2011
Franchise Solutions + Franchise.com October 1999 - June 2008
Franchise Buyer 2003 - 2007
AdOne 1999 - 2005
Celestica 1995 - 1999
HP 1989 - 1995
Skills
ColdFusion, Web Applications, Agile Methodologies, Lead Generation, Start-ups, Business Development, SEO, Software Development, Microsoft SQL Server, Market Research, Process Improvement, Kinesis, Management, Business Process..., Netsuite, Project Management, SaaS, B2B, Salesforce.com, Qualtrics, Program Management, Cross-functional Team..., Account Management, NetSuite, Sales, Team Leadership, Networking, Sales Process, Business Analysis, Entrepreneurship, Business Planning, Strategy, Leadership, IT Strategy, Strategic Partnerships, Business Intelligence, CRM, Cloud Computing, Web Analytics, ERP, User Experience, CSS, Email Marketing, SQL, System Administration, Vendor Management, Integration, E-commerce, Marketing
Education
University of Massachusetts Lowell 1987 — 1990
B.S. of B.A., Management Information Systems
UBS January 2015 - Present
Clayton Homes April 2012 - January 2015
DavidEBelanger.com January 2011 - January 2015
Op4G - Opinions For Good June 2011 - May 2012
Call Center Services June 2008 - June 2011
Franchise Solutions + Franchise.com October 1999 - June 2008
Franchise Buyer 2003 - 2007
AdOne 1999 - 2005
Celestica 1995 - 1999
HP 1989 - 1995
Skills
ColdFusion, Web Applications, Agile Methodologies, Lead Generation, Start-ups, Business Development, SEO, Software Development, Microsoft SQL Server, Market Research, Process Improvement, Kinesis, Management, Business Process..., Netsuite, Project Management, SaaS, B2B, Salesforce.com, Qualtrics, Program Management, Cross-functional Team..., Account Management, NetSuite, Sales, Team Leadership, Networking, Sales Process, Business Analysis, Entrepreneurship, Business Planning, Strategy, Leadership, IT Strategy, Strategic Partnerships, Business Intelligence, CRM, Cloud Computing, Web Analytics, ERP, User Experience, CSS, Email Marketing, SQL, System Administration, Vendor Management, Integration, E-commerce, Marketing
Education
University of Massachusetts Lowell 1987 — 1990
B.S. of B.A., Management Information Systems
Jessica Schiekofer's UBS Experience February 2012 - May 2012
Job Account Manager at Hulu
Industry Marketing and Advertising
Experience
Hulu February 2015 - Present
Hulu July 2013 - February 2015
Hulu June 2012 - July 2013
UBS February 2012 - May 2012
NASCAR Brand Ambassador at University Directories November 2011 - January 2012
AOL / Advertising.com June 2011 - August 2011
Cartoon Network June 2009 - August 2009
Education
University of Miami 2008 — 2012
BBA, Marketing Major, Psychology + Business Law Minors
University of Virginia 2010 — 2010
Semester at Sea
Millburn High School 2004 — 2008
Hulu February 2015 - Present
Hulu July 2013 - February 2015
Hulu June 2012 - July 2013
UBS February 2012 - May 2012
NASCAR Brand Ambassador at University Directories November 2011 - January 2012
AOL / Advertising.com June 2011 - August 2011
Cartoon Network June 2009 - August 2009
Education
University of Miami 2008 — 2012
BBA, Marketing Major, Psychology + Business Law Minors
University of Virginia 2010 — 2010
Semester at Sea
Millburn High School 2004 — 2008
Chet White Chet White's UBS Experience May 1987 - December 1988
Job Managing Partner, Griffin Partners
Industry Financial Services
Experience
Griffin Partners April 2008 - Present
Merriman Curhan Ford & Co. 2004 - 2008
Wells Fargo January 2000 - January 2002
Morgan Stanley January 1989 - January 1995
UBS May 1987 - December 1988
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Finance
University of Maryland College Park 1984 — 1986
BS Finance
Griffin Partners April 2008 - Present
Merriman Curhan Ford & Co. 2004 - 2008
Wells Fargo January 2000 - January 2002
Morgan Stanley January 1989 - January 1995
UBS May 1987 - December 1988
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Finance
University of Maryland College Park 1984 — 1986
BS Finance
John Yetman's UBS Experience June 2004 - December 2008
Job Financial Advisor | Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Morgan Stanley December 2008 - June 2015
UBS June 2004 - December 2008
Wachovia Securities December 2000 - June 2004
Moors and Cabot June 1992 - December 1998
Skills
Investments, Finance, Financial Planning, Management, Retirement Planning, Wealth Management, Financial Advisory, Strategic Planning, Leadership, Retirement
Education
University of Maryland College Park 1977 — 1981
Bachelor's degree, Accounting
Ameriprise Financial Services, Inc. June 2015 - Present
Morgan Stanley December 2008 - June 2015
UBS June 2004 - December 2008
Wachovia Securities December 2000 - June 2004
Moors and Cabot June 1992 - December 1998
Skills
Investments, Finance, Financial Planning, Management, Retirement Planning, Wealth Management, Financial Advisory, Strategic Planning, Leadership, Retirement
Education
University of Maryland College Park 1977 — 1981
Bachelor's degree, Accounting
Jerry Jeff Hsiung Jerry Jeff Hsiung's UBS Experience June 2013 - August 2013
Job FTAP at Citadel LLC
Industry Computer Software
Experience
Citadel LLC February 2015 - Present
Jump Trading, LLC June 2014 - August 2014
University of Michigan 2010 - 2014
Wisely September 2013 - December 2013
UBS June 2013 - August 2013
Qualcomm January 2013 - May 2013
ASUS May 2012 - August 2012
University of Michigan January 2012 - May 2012
Accton June 2011 - August 2011
Skills
C++, Java, Android Development, Verilog, Web Development, JavaScript, jQuery, C, Matlab, Computer Engineering, Software Engineering, MySQL, SQLite, Servlets, Python, Django, Microsoft SQL Server, Git, Web Framework, Android, Web Applications
Education
University of Michigan 2010 — 2014
Bachelor of Engineering (B.Eng.), Computer Engineering
University of Michigan 2010 — 2014
International Minor, International/Global Studies
Exeter
Exeter
Exeter
Exeter
Exeter
Taipei American School
Citadel LLC February 2015 - Present
Jump Trading, LLC June 2014 - August 2014
University of Michigan 2010 - 2014
Wisely September 2013 - December 2013
UBS June 2013 - August 2013
Qualcomm January 2013 - May 2013
ASUS May 2012 - August 2012
University of Michigan January 2012 - May 2012
Accton June 2011 - August 2011
Skills
C++, Java, Android Development, Verilog, Web Development, JavaScript, jQuery, C, Matlab, Computer Engineering, Software Engineering, MySQL, SQLite, Servlets, Python, Django, Microsoft SQL Server, Git, Web Framework, Android, Web Applications
Education
University of Michigan 2010 — 2014
Bachelor of Engineering (B.Eng.), Computer Engineering
University of Michigan 2010 — 2014
International Minor, International/Global Studies
Exeter
Exeter
Exeter
Exeter
Exeter
Taipei American School
John Yun, CFP® CRPC® John Yun, CFP® CRPC®'s UBS Experience February 2011 - Present
Job
Industry Financial Services
Experience
UBS February 2011 - Present
Education
University of Maryland College Park
1996, Finance
University of Virginia
CERTIFIED FINANCIAL PLANNING
UBS February 2011 - Present
Education
University of Maryland College Park
1996, Finance
University of Virginia
CERTIFIED FINANCIAL PLANNING
Cameron Vollmuth Cameron Vollmuth's UBS Experience June 2012 - August 2012
Job Finance Business Partner at Textron Aviation
Industry Defense & Space
Experience
Textron Aviation June 2015 - Present
Textron Aviation August 2014 - Present
Textron Specialized Vehicles June 2013 - August 2014
UBS June 2012 - August 2012
Estee Lauder June 2011 - August 2011
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Finance
Robert H. Smith School of Business 2009 — 2013
Finance
Textron Aviation June 2015 - Present
Textron Aviation August 2014 - Present
Textron Specialized Vehicles June 2013 - August 2014
UBS June 2012 - August 2012
Estee Lauder June 2011 - August 2011
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Finance
Robert H. Smith School of Business 2009 — 2013
Finance
Nick Umrichin's UBS Experience 2000 - 2005
Job Technical Consultant at Viecore
Industry Information Technology and Services
Experience
Viecore April 2005 - Present
Nuance April 2005 - Present
Nuance Communications April 2005 - Present
UBS 2000 - 2005
FedEx 1997 - 1998
Education
University of Miami 1993 — 1997
Viecore April 2005 - Present
Nuance April 2005 - Present
Nuance Communications April 2005 - Present
UBS 2000 - 2005
FedEx 1997 - 1998
Education
University of Miami 1993 — 1997
Alison Carocci's UBS Experience August 2007 - June 2011
Job Seeking Risk Management Position
Industry Financial Services
Experience
UBS August 2007 - June 2011
E*TRADE 2004 - August 2007
Rowe Companies 2003 - 2004
Arthur Andersen 1999 - 2002
Skills
Risk Management, Operational Risk, Financial Risk, Operational Risk..., Financial Services, Banking, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Internal Audit, Series 7
Education
University of Maryland College Park 1995 — 1999
Bachelor of Science (BS), Accounting
UBS August 2007 - June 2011
E*TRADE 2004 - August 2007
Rowe Companies 2003 - 2004
Arthur Andersen 1999 - 2002
Skills
Risk Management, Operational Risk, Financial Risk, Operational Risk..., Financial Services, Banking, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Internal Audit, Series 7
Education
University of Maryland College Park 1995 — 1999
Bachelor of Science (BS), Accounting
Joe Battaglia's UBS Experience November 2012 - Present
Job Executive Director Global Family Office, Americas at UBS
Industry Financial Services
Experience
UBS November 2012 - Present
UBS Investment Bank 2009 - 2012
UBS Investment Bank 2006 - 2009
UBS Investment Bank 2001 - 2006
IPO.com 1999 - 2001
National Discount Brokers 1997 - 1999
Legg Mason 1996 - 1997
Skills
Family Office, Interest Rate..., Institutional Sales, Private Placements, Equities, Hedge Funds, Structured Products, Series 63, Derivatives, Swaps, Investment Banking, Fixed Income, Capital Markets, Bloomberg, Valuation, Bonds, Financial Modeling, Investments, Trading Systems, Series 7, Securities, FX Options, Equity Derivatives, Trading, Financial Markets, Alternative Investments, Credit Derivatives, Electronic Trading, Risk Management, Options
Education
University of Maryland College Park 1992 — 1996
UBS November 2012 - Present
UBS Investment Bank 2009 - 2012
UBS Investment Bank 2006 - 2009
UBS Investment Bank 2001 - 2006
IPO.com 1999 - 2001
National Discount Brokers 1997 - 1999
Legg Mason 1996 - 1997
Skills
Family Office, Interest Rate..., Institutional Sales, Private Placements, Equities, Hedge Funds, Structured Products, Series 63, Derivatives, Swaps, Investment Banking, Fixed Income, Capital Markets, Bloomberg, Valuation, Bonds, Financial Modeling, Investments, Trading Systems, Series 7, Securities, FX Options, Equity Derivatives, Trading, Financial Markets, Alternative Investments, Credit Derivatives, Electronic Trading, Risk Management, Options
Education
University of Maryland College Park 1992 — 1996
Michael Maguire, CFP®'s UBS Experience 1999 - 2002
Job Northeast Regional Director at Ashmore
Industry Financial Services
Experience
Ashmore April 2012 - Present
Eaton Vance 2003 - April 2012
Putnam Investments 2002 - 2003
UBS 1999 - 2002
Skills
Emerging Markets, Finance, Equities, Financial Services, Portfolio Management, Capital Markets, Strategy, Sales, Private Equity, Bloomberg, Bonds, Alternative Investments, Mutual Funds, Series 7, Asset Management, Asset Allocation
Education
Boston University Center for Professional Education 2005 — 2006
Financial Planning
University of Massachusetts, Amherst 1995 — 1999
Bachelors, History
Ashmore April 2012 - Present
Eaton Vance 2003 - April 2012
Putnam Investments 2002 - 2003
UBS 1999 - 2002
Skills
Emerging Markets, Finance, Equities, Financial Services, Portfolio Management, Capital Markets, Strategy, Sales, Private Equity, Bloomberg, Bonds, Alternative Investments, Mutual Funds, Series 7, Asset Management, Asset Allocation
Education
Boston University Center for Professional Education 2005 — 2006
Financial Planning
University of Massachusetts, Amherst 1995 — 1999
Bachelors, History
Kimberly Phillips Bruno's UBS Experience June 2007 - Present
Job Senior Recruiter at UBS
Industry Financial Services
Experience
UBS June 2007 - Present
Hollister February 2005 - June 2007
Education
University of Maryland College Park 1993 — 1997
Bachelors, Marketing
UBS June 2007 - Present
Hollister February 2005 - June 2007
Education
University of Maryland College Park 1993 — 1997
Bachelors, Marketing
Stephanie Fernandez's UBS Experience July 2008 - July 2010
Job Director of Business Development, Profitality
Industry Hospitality
Experience
Profitality 2012 - Present
UBS Financial Services Inc. July 2008 - December 2012
UBS July 2008 - July 2010
Education
University of Miami - School of Business 2004 — 2008
Profitality 2012 - Present
UBS Financial Services Inc. July 2008 - December 2012
UBS July 2008 - July 2010
Education
University of Miami - School of Business 2004 — 2008
Christopher Perdikoylis's UBS Experience 2003 - 2006
Job Vice President at Citigroup
Industry Financial Services
Experience
Citi August 2013 - Present
Neuberger Berman November 2008 - August 2013
Lehman Brothers 2006 - 2008
UBS 2003 - 2006
Skills
Asset Management, Series 7, Securities, Series 63, Equities, Investment Advisory, Mutual Funds, Fixed Income, Investment Management, AML, Uniform Combined State..., Financial Services, Investments, Series 10, Series 9, Series 65, Regulatory Examinations, Code of Ethics, FINRA, SEC filings, Equity Trading, Asset Managment, Trading Systems, Brokerage, Bloomberg, Surveillance, Options, Structured Products, Private Equity, KYC, Wealth Management, Securities Regulation, Separately Managed..., ERISA, Alternative Investments, Anti Money Laundering
Education
Mary Washington College 1999 — 2003
B.S., Business Administration
Citi August 2013 - Present
Neuberger Berman November 2008 - August 2013
Lehman Brothers 2006 - 2008
UBS 2003 - 2006
Skills
Asset Management, Series 7, Securities, Series 63, Equities, Investment Advisory, Mutual Funds, Fixed Income, Investment Management, AML, Uniform Combined State..., Financial Services, Investments, Series 10, Series 9, Series 65, Regulatory Examinations, Code of Ethics, FINRA, SEC filings, Equity Trading, Asset Managment, Trading Systems, Brokerage, Bloomberg, Surveillance, Options, Structured Products, Private Equity, KYC, Wealth Management, Securities Regulation, Separately Managed..., ERISA, Alternative Investments, Anti Money Laundering
Education
Mary Washington College 1999 — 2003
B.S., Business Administration
Nicholas Steier's UBS Experience April 2014 - Present
Job VP Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS April 2014 - Present
Wells Fargo Advisors LLC April 2005 - April 2014
SunTrust Investment Services March 2001 - April 2005
Morgan Stanley 2000 - 2001
Education
University of Maryland College Park 1996 — 2000
BS, Government & Politics
UBS April 2014 - Present
Wells Fargo Advisors LLC April 2005 - April 2014
SunTrust Investment Services March 2001 - April 2005
Morgan Stanley 2000 - 2001
Education
University of Maryland College Park 1996 — 2000
BS, Government & Politics
Emily Liu's UBS Experience June 2009 - August 2009
Job Sales Finance at Google
Industry Internet
Experience
Google April 2015 - Present
Google August 2013 - April 2015
Google January 2012 - August 2013
Google August 2010 - January 2012
UBS June 2009 - August 2009
Skills
Financial Modeling, Data Analysis, Forecasting, Financial Reporting, Business Strategy, Finance, Acquisition Integration, Financial Strategy, Start-ups, Mobile Devices, Telecommunications, Pricing Strategy, Mergers & Acquisitions, Entrepreneurship
Education
University of Michigan 2006 — 2010
BA, Economics
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance, Strategy
Google April 2015 - Present
Google August 2013 - April 2015
Google January 2012 - August 2013
Google August 2010 - January 2012
UBS June 2009 - August 2009
Skills
Financial Modeling, Data Analysis, Forecasting, Financial Reporting, Business Strategy, Finance, Acquisition Integration, Financial Strategy, Start-ups, Mobile Devices, Telecommunications, Pricing Strategy, Mergers & Acquisitions, Entrepreneurship
Education
University of Michigan 2006 — 2010
BA, Economics
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance, Strategy
Michelle Blieberg's UBS Experience November 2004 - March 2011
Job Senior Vice President of Talent Mgt and Corporate Human Resources at Time Warner
Industry Entertainment
Experience
Time Warner January 2012 - Present
Blieberg Associates April 2011 - January 2012
UBS November 2004 - March 2011
UBS November 2004 - March 2011
Moody's KMV 2000 - 2004
Charles Schwab 1995 - 2000
Shearson Lehman (Solomon Smith Barney/Travelers) 1987 - 1995
J.P. Morgan 1984 - 1987
Skills
Strategy, Leadership Development, Succession Planning, Talent Management, Program Management, Executive Coaching, Change Management, Coaching, Team Building, Employee Engagement, Leadership, HR Consulting, Human Resources, Executive Development, Performance Management, Strategic Planning, Talent Acquisition, Organizational..., Organizational..., Organizational Design, Management, Culture Change, Executive Pay, Management Development, Training, Personnel Management, Onboarding, Executive Management, Career Development, HRIS, Consulting, Workshop Facilitation, MBTI, Workforce Planning, Management Consulting, Deferred Compensation, HR Transformation, Employee Relations, 360 Feedback, Employee Training, Performance Improvement, Recruiting, Training Delivery, Executive Search, Interviews, Mergers & Acquisitions, HR Policies, Applicant Tracking..., Conflict Resolution, Vendor Management
Education
University of Massachusetts, Amherst 1978 — 1982
BA, Bachelors Degree in Individual Study. A self designed, triple major, Human Resources Management
Harvard Summer Prograam
Certificate, Economics
Time Warner January 2012 - Present
Blieberg Associates April 2011 - January 2012
UBS November 2004 - March 2011
UBS November 2004 - March 2011
Moody's KMV 2000 - 2004
Charles Schwab 1995 - 2000
Shearson Lehman (Solomon Smith Barney/Travelers) 1987 - 1995
J.P. Morgan 1984 - 1987
Skills
Strategy, Leadership Development, Succession Planning, Talent Management, Program Management, Executive Coaching, Change Management, Coaching, Team Building, Employee Engagement, Leadership, HR Consulting, Human Resources, Executive Development, Performance Management, Strategic Planning, Talent Acquisition, Organizational..., Organizational..., Organizational Design, Management, Culture Change, Executive Pay, Management Development, Training, Personnel Management, Onboarding, Executive Management, Career Development, HRIS, Consulting, Workshop Facilitation, MBTI, Workforce Planning, Management Consulting, Deferred Compensation, HR Transformation, Employee Relations, 360 Feedback, Employee Training, Performance Improvement, Recruiting, Training Delivery, Executive Search, Interviews, Mergers & Acquisitions, HR Policies, Applicant Tracking..., Conflict Resolution, Vendor Management
Education
University of Massachusetts, Amherst 1978 — 1982
BA, Bachelors Degree in Individual Study. A self designed, triple major, Human Resources Management
Harvard Summer Prograam
Certificate, Economics
Megan Sclafani's UBS Experience September 2004 - September 2005
Job Partner at Summit Trail Advisors
Industry Investment Management
Experience
Barclays September 2008 - October 2015
Lehman Brothers September 2005 - September 2008
UBS September 2004 - September 2005
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance and Global Business
University of Maryland - Robert H. Smith School of Business 2000 — 2004
Marketing and International Business, Business
Darien High School 1996 — 2000
Barclays September 2008 - October 2015
Lehman Brothers September 2005 - September 2008
UBS September 2004 - September 2005
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance and Global Business
University of Maryland - Robert H. Smith School of Business 2000 — 2004
Marketing and International Business, Business
Darien High School 1996 — 2000
Bill Danielson's UBS Experience 2007 - 2008
Job Loan Officer at Scenic Oaks Funding
Industry Financial Services
Experience
Scenic Oaks Funding November 2011 - Present
Goldman Sachs July 2008 - August 2011
UBS 2007 - 2008
United States Air Force June 1998 - June 2007
Skills
Series 7, Private Banking, Portfolio Management, Risk Management, Wealth Management, Mortgage Lending
Education
University of Maryland University College 2003 — 2007
MBA, Business Administration
Scenic Oaks Funding November 2011 - Present
Goldman Sachs July 2008 - August 2011
UBS 2007 - 2008
United States Air Force June 1998 - June 2007
Skills
Series 7, Private Banking, Portfolio Management, Risk Management, Wealth Management, Mortgage Lending
Education
University of Maryland University College 2003 — 2007
MBA, Business Administration
Jenny Tell's UBS Experience 2003 - 2005
Job Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2010 - Present
Morgan Stanley 2004 - June 2010
Morgan Stanley 2007 - 2008
UBS 2003 - 2005
Education
University of Michigan
BA, Sports Management & Communications
BNP Paribas June 2010 - Present
Morgan Stanley 2004 - June 2010
Morgan Stanley 2007 - 2008
UBS 2003 - 2005
Education
University of Michigan
BA, Sports Management & Communications
Andrew Rinaldi's UBS Experience 2003 - 2009
Job Senior Vice President, Private Wealth Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
UBS 2003 - 2009
Banc of America Securities 2001 - 2003
Education
University of Massachusetts, Amherst 1996 — 2000
B.A., Economics
Merrill Lynch January 2009 - Present
UBS 2003 - 2009
Banc of America Securities 2001 - 2003
Education
University of Massachusetts, Amherst 1996 — 2000
B.A., Economics
Kathleen Li's UBS Experience November 2010 - January 2011
Job Vice President, Global AML Policy at CIti
Industry Banking
Experience
Citi August 2014 - Present
HSBC July 2013 - August 2014
Barclays December 2012 - June 2013
UBS November 2010 - January 2011
Deutsche Bank January 2006 - September 2007
Prudential Financial June 2005 - August 2005
Morgan Stanley September 2003 - June 2005
Skills
Windows, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Visual Basic, C++, Bloomberg, Reuters, ACT!, Equities, AML, KYC, Equity Derivatives, Bank Secrecy Act, Structured Products, Derivatives, Dodd-Frank, USA PATRIOT Act, Financial Services
Education
University of Melbourne 2010 — 2012
Juris Doctor, Law
New York University, Stern School of Business 2002 — 2006
Bachelor of Science, Finance and Accounting
Citi August 2014 - Present
HSBC July 2013 - August 2014
Barclays December 2012 - June 2013
UBS November 2010 - January 2011
Deutsche Bank January 2006 - September 2007
Prudential Financial June 2005 - August 2005
Morgan Stanley September 2003 - June 2005
Skills
Windows, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Visual Basic, C++, Bloomberg, Reuters, ACT!, Equities, AML, KYC, Equity Derivatives, Bank Secrecy Act, Structured Products, Derivatives, Dodd-Frank, USA PATRIOT Act, Financial Services
Education
University of Melbourne 2010 — 2012
Juris Doctor, Law
New York University, Stern School of Business 2002 — 2006
Bachelor of Science, Finance and Accounting
Marlene McNamee's UBS Experience August 2002 - April 2006
Job Vice President at Deutsche Bank
Industry Banking
Experience
Deutsche Bank April 2006 - Present
UBS August 2002 - April 2006
Macy's East August 1992 - August 1998
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2002
MBA
Villanova University 1988 — 1992
Bachelors, Accounting
Deutsche Bank April 2006 - Present
UBS August 2002 - April 2006
Macy's East August 1992 - August 1998
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2002
MBA
Villanova University 1988 — 1992
Bachelors, Accounting
Camilo Samayoa's UBS Experience May 2011 - Present
Job Associate Director Counterparty Risk Analytics at UBS
Industry Investment Banking
Experience
UBS May 2011 - Present
Fidelity Investments April 2009 - May 2011
Bear Stearns/JP Morgan 2007 - 2009
Skills
Equities, Fixed Income, Prime Brokerage, AML, Capital Markets, Derivatives, Hedge Funds, Middle Office, Options, Settlement, Market Risk, Trading, Alternative Investments, Risk Management, Securities, Bloomberg, Series 7, Equity Derivatives, Financial Markets, Financial Risk, Portfolio Management, Financial Services
Education
University of Miami - School of Business
MBA, Corporate Finance/ Intl Businesss
UBS May 2011 - Present
Fidelity Investments April 2009 - May 2011
Bear Stearns/JP Morgan 2007 - 2009
Skills
Equities, Fixed Income, Prime Brokerage, AML, Capital Markets, Derivatives, Hedge Funds, Middle Office, Options, Settlement, Market Risk, Trading, Alternative Investments, Risk Management, Securities, Bloomberg, Series 7, Equity Derivatives, Financial Markets, Financial Risk, Portfolio Management, Financial Services
Education
University of Miami - School of Business
MBA, Corporate Finance/ Intl Businesss
Kerry Finegan Zinn's UBS Experience February 2014 - Present
Job Financial Crime Counsel
Industry Law Practice
Experience
UBS February 2014 - Present
UBS Wealth Management December 2006 - February 2014
UBS Wealth Management May 2004 - December 2006
US Securities and Exchange Commission April 2000 - May 2004
Kozyak Tropin and Throckmorton, P.A. August 1999 - April 2000
U.S. District Court - Southern District of Florida August 1997 - August 1999
Skills
Litigation, Securities, Securities Regulation, FCPA, Legal Compliance, FINRA, Corporate Governance, Trials, Securities Litigation, Legal Research, Commercial Litigation, Arbitration, Mediation, Corporate Law, Due Diligence, Hedge Funds, Fraud, Legal Writing, Civil Litigation, Anti Money Laundering
Education
University of Miami School of Law 1994 — 1997
J.D.
University of Michigan-Dearborn 1991 — 1993
BA, Political Science
Stevenson High School
UBS February 2014 - Present
UBS Wealth Management December 2006 - February 2014
UBS Wealth Management May 2004 - December 2006
US Securities and Exchange Commission April 2000 - May 2004
Kozyak Tropin and Throckmorton, P.A. August 1999 - April 2000
U.S. District Court - Southern District of Florida August 1997 - August 1999
Skills
Litigation, Securities, Securities Regulation, FCPA, Legal Compliance, FINRA, Corporate Governance, Trials, Securities Litigation, Legal Research, Commercial Litigation, Arbitration, Mediation, Corporate Law, Due Diligence, Hedge Funds, Fraud, Legal Writing, Civil Litigation, Anti Money Laundering
Education
University of Miami School of Law 1994 — 1997
J.D.
University of Michigan-Dearborn 1991 — 1993
BA, Political Science
Stevenson High School
Preety Tulsian's UBS Experience July 2007 - July 2010
Job Head of Vendor Risk Management at CIT
Industry Financial Services
Experience
CIT March 2012 - Present
Morgan Stanley August 2010 - Present
UBS July 2007 - July 2010
Skills
Financial Risk, Vendor Management, Equities, Portfolio Management, Fixed Income, Derivatives, Risk Management, Financial Services, Strategy, Management, Securities, Capital Markets, Operational Risk, Operational Risk...
Education
University of Maryland Francis King Carey School of Law 2002 — 2005
University of Rochester 1997 — 2001
CIT March 2012 - Present
Morgan Stanley August 2010 - Present
UBS July 2007 - July 2010
Skills
Financial Risk, Vendor Management, Equities, Portfolio Management, Fixed Income, Derivatives, Risk Management, Financial Services, Strategy, Management, Securities, Capital Markets, Operational Risk, Operational Risk...
Education
University of Maryland Francis King Carey School of Law 2002 — 2005
University of Rochester 1997 — 2001
Mitchell Revsine's UBS Experience July 2010 - February 2012
Job Options PM/Analyst/Trader at TIAA CREF
Industry Financial Services
Experience
TIAA CREF February 2013 - Present
Revsine Research February 2012 - February 2013
UBS July 2010 - February 2012
Citigroup June 2007 - June 2010
BlackRock April 2003 - June 2007
Capital Risk LLC April 2001 - August 2002
JP Morgan April 1994 - April 2001
Kidder Peabody July 1991 - April 1994
Andersen Consulting June 1988 - August 1990
Skills
Options Strategy, Derivatives, Equities, Structured Products, Alternative Investments, Commodities, Analytical, Systematic, Creative/Innovative
Education
University of Michigan 1984 — 1988
BS, Mathematics
TIAA CREF February 2013 - Present
Revsine Research February 2012 - February 2013
UBS July 2010 - February 2012
Citigroup June 2007 - June 2010
BlackRock April 2003 - June 2007
Capital Risk LLC April 2001 - August 2002
JP Morgan April 1994 - April 2001
Kidder Peabody July 1991 - April 1994
Andersen Consulting June 1988 - August 1990
Skills
Options Strategy, Derivatives, Equities, Structured Products, Alternative Investments, Commodities, Analytical, Systematic, Creative/Innovative
Education
University of Michigan 1984 — 1988
BS, Mathematics
Bradd Cuppels's UBS Experience March 2011 - Present
Job Vice President Investments at UBS Financial Services Inc
Industry Financial Services
Experience
UBS March 2011 - Present
Morgan Stanley Smith Barney August 2005 - March 2011
Smith Barney October 1999 - August 2005
Education
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Science, Industrial Engineering
UBS March 2011 - Present
Morgan Stanley Smith Barney August 2005 - March 2011
Smith Barney October 1999 - August 2005
Education
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Science, Industrial Engineering
David Haan's UBS Experience February 1996 - September 1998
Job itinerant kibitzer
Industry Capital Markets
Experience
UBS Investment Bank August 1999 - May 2008
UBS February 1996 - September 1998
Morgan Stanley August 1989 - January 1996
Security Pacific Bank June 1987 - June 1989
Merrill Lynch August 1984 - May 1987
Education
LFHS
University of Maryland College Park
BS, Math
UBS Investment Bank August 1999 - May 2008
UBS February 1996 - September 1998
Morgan Stanley August 1989 - January 1996
Security Pacific Bank June 1987 - June 1989
Merrill Lynch August 1984 - May 1987
Education
LFHS
University of Maryland College Park
BS, Math
Marc Lepselter's UBS Experience July 1998 - August 2006
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2006 - Present
UBS July 1998 - August 2006
Skills
Alternative Investments, Fixed Income, Mutual Funds, Portfolio Management, Strategy, Asset Allocation, Financial Services, Capital Markets, Asset Management, Hedge Funds
Education
University of Maryland College Park 1993 — 1997
Morgan Stanley August 2006 - Present
UBS July 1998 - August 2006
Skills
Alternative Investments, Fixed Income, Mutual Funds, Portfolio Management, Strategy, Asset Allocation, Financial Services, Capital Markets, Asset Management, Hedge Funds
Education
University of Maryland College Park 1993 — 1997
Andy DePhillips's UBS Experience July 1990 - October 1993
Job Senior Vice President, FX Sales
Industry Banking
Experience
HSBC February 2015 - Present
Credit Suisse 2002 - 2012
Citibank 1996 - 2002
Commerzbank AG October 1993 - July 1995
UBS July 1990 - October 1993
University of Maryland 1982 - 1986
Education
University of Maryland - Robert H. Smith School of Business 1982 — 1986
BS, Finance
HSBC February 2015 - Present
Credit Suisse 2002 - 2012
Citibank 1996 - 2002
Commerzbank AG October 1993 - July 1995
UBS July 1990 - October 1993
University of Maryland 1982 - 1986
Education
University of Maryland - Robert H. Smith School of Business 1982 — 1986
BS, Finance
James Hanafin's UBS Experience May 2009 - Present
Job Director, Complex Supervisory Officer
Industry Financial Services
Experience
UBS May 2009 - Present
Merrill Lynch April 2007 - March 2009
Morgan Stanley May 2005 - April 2007
Citizens Bank August 2003 - August 2005
Education
University of Massachusetts Dartmouth 1988 — 1992
BS, Accounting
UBS May 2009 - Present
Merrill Lynch April 2007 - March 2009
Morgan Stanley May 2005 - April 2007
Citizens Bank August 2003 - August 2005
Education
University of Massachusetts Dartmouth 1988 — 1992
BS, Accounting
Cathleen Brennan's UBS Experience April 2013 - Present
Job Registered Client Associate at UBS
Industry Investment Management
Experience
UBS April 2013 - Present
Merrill Lynch November 2009 - April 2013
Bank of America September 2007 - November 2009
Education
University of Massachusetts Lowell 1986 — 1988
BS, Marketing
University of Massachusetts, Amherst 1984 — 1986
School of Management
UBS April 2013 - Present
Merrill Lynch November 2009 - April 2013
Bank of America September 2007 - November 2009
Education
University of Massachusetts Lowell 1986 — 1988
BS, Marketing
University of Massachusetts, Amherst 1984 — 1986
School of Management
Bruce Perry's UBS Experience November 2004 - April 2009
Job Director of Treasury at Weatherford
Industry Oil & Energy
Experience
Weatherford July 2015 - Present
Weatherford May 2014 - June 2015
Weatherford July 2012 - April 2014
Royal Caribbean International July 2009 - July 2012
UBS November 2004 - April 2009
Skills
Interest Rate..., Foreign Exchange..., Commodity Derivatives, Credit Derivatives, Bonds
Education
St. John's University 2002 — 2004
MBA, International Finance
University of Miami 1998 — 2002
BBA, International Finance & Marketing
Weatherford July 2015 - Present
Weatherford May 2014 - June 2015
Weatherford July 2012 - April 2014
Royal Caribbean International July 2009 - July 2012
UBS November 2004 - April 2009
Skills
Interest Rate..., Foreign Exchange..., Commodity Derivatives, Credit Derivatives, Bonds
Education
St. John's University 2002 — 2004
MBA, International Finance
University of Miami 1998 — 2002
BBA, International Finance & Marketing
Peter Farrington's UBS Experience October 2007 - Present
Job Vice President Wealth Management at UBS Financial Services Inc., The Harborside Wealth Management Group
Industry Financial Services
Experience
UBS October 2007 - Present
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelors of Science
UBS October 2007 - Present
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelors of Science
Michael Levitan's UBS Experience February 2009 - May 2009
Job Manager M&A Advisory at PwC
Industry Management Consulting
Experience
PwC June 2015 - Present
PwC December 2012 - June 2015
Capgemini January 2012 - November 2012
Capgemini September 2009 - December 2011
UBS February 2009 - May 2009
Smith Barney June 2008 - August 2008
Skills
Management Consulting, Acquisition Integration, Mergers & Acquisitions, Business Process..., Financial Modeling, Corporate Finance, Finance, Strategy, Consulting, M&A Consulting, Merger Integration, Portfolio Management, Financial Services, Business Analysis, Investments, Business Transformation, Management, IPO Readiness, Financial Due Diligence, Due Diligence
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Finance
Scarsdale High School 2001 — 2005
PwC June 2015 - Present
PwC December 2012 - June 2015
Capgemini January 2012 - November 2012
Capgemini September 2009 - December 2011
UBS February 2009 - May 2009
Smith Barney June 2008 - August 2008
Skills
Management Consulting, Acquisition Integration, Mergers & Acquisitions, Business Process..., Financial Modeling, Corporate Finance, Finance, Strategy, Consulting, M&A Consulting, Merger Integration, Portfolio Management, Financial Services, Business Analysis, Investments, Business Transformation, Management, IPO Readiness, Financial Due Diligence, Due Diligence
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Finance
Scarsdale High School 2001 — 2005
Andrew Woolley, CFA's UBS Experience 2006 - 2009
Job Portfolio Manager
Industry Financial Services
Experience
ARC Capital January 2014 - Present
KPMG Advisory 2010 - July 2012
UBS 2006 - 2009
Deutsche Bank 2001 - 2005
Skills
Equities, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investments, Investment Banking, Capital Markets, Due Diligence, Private Equity, Portfolio Management, Mergers & Acquisitions, Asset Management, Risk Management, Strategy, Hedge Funds
Education
University of Melbourne 1997 — 2001
Bachelor of Science (Honours), Mathematics
ARC Capital January 2014 - Present
KPMG Advisory 2010 - July 2012
UBS 2006 - 2009
Deutsche Bank 2001 - 2005
Skills
Equities, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investments, Investment Banking, Capital Markets, Due Diligence, Private Equity, Portfolio Management, Mergers & Acquisitions, Asset Management, Risk Management, Strategy, Hedge Funds
Education
University of Melbourne 1997 — 2001
Bachelor of Science (Honours), Mathematics
Andrew Item's UBS Experience July 2007 - April 2009
Job Relationship Manager
Industry Financial Services
Experience
United Capital Financial Advisers, LLC April 2009 - Present
UBS July 2007 - April 2009
Washington Mutual June 2006 - July 2007
Skills
Portfolio Management, Equities, Series 7, FINRA, Fixed Income, PMP, Asset Allocation, Alternative Investments, Hedge Funds, Trading, Investments, Asset Management, Derivatives, Capital Markets, Securities, Mutual Funds, Investment Strategies, Wealth Management
Education
University of Miami 2000 — 2004
BA, International Studies, Economics
United Capital Financial Advisers, LLC April 2009 - Present
UBS July 2007 - April 2009
Washington Mutual June 2006 - July 2007
Skills
Portfolio Management, Equities, Series 7, FINRA, Fixed Income, PMP, Asset Allocation, Alternative Investments, Hedge Funds, Trading, Investments, Asset Management, Derivatives, Capital Markets, Securities, Mutual Funds, Investment Strategies, Wealth Management
Education
University of Miami 2000 — 2004
BA, International Studies, Economics
Katie Fernandes's UBS Experience 2004 - 2005
Job Director, Investor Relations
Industry Investment Management
Experience
CapeView Capital 2006 - June 2014
UBS 2004 - 2005
Skills
Hedge Funds, Equities, Asset Management, Alternative Investments, Fixed Income, Investments, Valuation, Capital Markets, Derivatives, Portfolio Management, Private Equity, Bloomberg, Investor Relations, Investment Banking, Fund Of Funds, Emerging Markets, Asset Allocation, Investment Management, Equity Research, Institutional...
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor, Economics
CapeView Capital 2006 - June 2014
UBS 2004 - 2005
Skills
Hedge Funds, Equities, Asset Management, Alternative Investments, Fixed Income, Investments, Valuation, Capital Markets, Derivatives, Portfolio Management, Private Equity, Bloomberg, Investor Relations, Investment Banking, Fund Of Funds, Emerging Markets, Asset Allocation, Investment Management, Equity Research, Institutional...
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor, Economics
Joshua Eskow's UBS Experience February 2008 - March 2010
Job Outreach Coordinator at Adult Family Health Services
Industry Mental Health Care
Experience
Adult Family Health Services July 2012 - Present
UBS February 2008 - March 2010
Skills
Microsoft Office, Customer Service, Public Speaking, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Strategic Planning, Event Planning, Project Management, Marketing, Leadership, Sales, Management
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Arts (BA), Business/Marketing
Adult Family Health Services July 2012 - Present
UBS February 2008 - March 2010
Skills
Microsoft Office, Customer Service, Public Speaking, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Strategic Planning, Event Planning, Project Management, Marketing, Leadership, Sales, Management
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Arts (BA), Business/Marketing
Stephen Chiu's UBS Experience November 1997 - June 1999
Job SVP at Mizuho Bank Ltd
Industry Financial Services
Experience
Mizuho Bank November 2014 - Present
RBS Markets & International Banking May 2010 - November 2014
Citigroup June 1999 - April 2010
UBS November 1997 - June 1999
Bankers Trust 1996 - 1997
Skills
Liquidity, Funding, Balance Sheet, Capital Markets, Capital Management, Bloomberg, Liquidity Management, Financial Analysis, Treasury Management, Treasury, Investment Banking, Fixed Income, Stress Testing, US Treasuries, Interest Rate Risk..., Financial Reporting, Secured Financing, Balance Sheet Review, ALCO, Funds Transfer Pricing, ALM, Finance, Liquidity Risk, Financial Risk
Education
University of Michigan 1991 — 1996
BA, Economics, Asian Studies
Stuyvesant High School 1987 — 1991
HS
Mizuho Bank November 2014 - Present
RBS Markets & International Banking May 2010 - November 2014
Citigroup June 1999 - April 2010
UBS November 1997 - June 1999
Bankers Trust 1996 - 1997
Skills
Liquidity, Funding, Balance Sheet, Capital Markets, Capital Management, Bloomberg, Liquidity Management, Financial Analysis, Treasury Management, Treasury, Investment Banking, Fixed Income, Stress Testing, US Treasuries, Interest Rate Risk..., Financial Reporting, Secured Financing, Balance Sheet Review, ALCO, Funds Transfer Pricing, ALM, Finance, Liquidity Risk, Financial Risk
Education
University of Michigan 1991 — 1996
BA, Economics, Asian Studies
Stuyvesant High School 1987 — 1991
HS
Melamed David's UBS Experience November 2008 - April 2009
Job
Industry Financial Services
Experience
Barclays Wealth April 2009 - Present
UBS November 2008 - April 2009
Lehman Brothers April 2000 - November 2008
Education
Baruch College 1995 — 1999
BA, International Marketing
University of Miami 1993 — 1994
Barclays Wealth April 2009 - Present
UBS November 2008 - April 2009
Lehman Brothers April 2000 - November 2008
Education
Baruch College 1995 — 1999
BA, International Marketing
University of Miami 1993 — 1994
Andrew Yale's UBS Experience April 2007 - October 2009
Job Financial Advisor at Karpf, Yale & Associates; A Financial Advisory Practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Financial AdvisorAmeriprise Financial AdvisorsOctober 2009 - Present
UBS April 2007 - October 2009
Education
University of Miami - School of Business 1996 — 1997
MBA, Finance
University of Miami 1989 — 1993
BBA, Business Management
Ameriprise Financial Financial AdvisorAmeriprise Financial AdvisorsOctober 2009 - Present
UBS April 2007 - October 2009
Education
University of Miami - School of Business 1996 — 1997
MBA, Finance
University of Miami 1989 — 1993
BBA, Business Management
Savannah Wesley's UBS Experience June 2007 - August 2007
Job Assistant at XIX Entertainment
Industry Marketing and Advertising
Experience
XIX ENTERTAINMENT November 2014 - Present
AerCap May 2014 - November 2014
International Lease Finance Corporation September 2013 - May 2014
Caribbean Surf Co./Billabong St. Thomas January 2012 - March 2013
The Grille at Mahogany Run July 2011 - September 2011
UMiami-Canterbury September 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Law Office of David E. Nichols, P.C. June 2008 - June 2010
UBS June 2007 - August 2007
Skills
PowerPoint, Microsoft Excel, Customer Service, Social Media, Teamwork, Marketing, Social Media Marketing, Microsoft Office, Microsoft Word, English, Team Leadership, Sales, Management, Facebook
Education
University of Miami - School of Business 2007 — 2011
BBA, Marketing & Management
University of Miami - School of Business
XIX ENTERTAINMENT November 2014 - Present
AerCap May 2014 - November 2014
International Lease Finance Corporation September 2013 - May 2014
Caribbean Surf Co./Billabong St. Thomas January 2012 - March 2013
The Grille at Mahogany Run July 2011 - September 2011
UMiami-Canterbury September 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Law Office of David E. Nichols, P.C. June 2008 - June 2010
UBS June 2007 - August 2007
Skills
PowerPoint, Microsoft Excel, Customer Service, Social Media, Teamwork, Marketing, Social Media Marketing, Microsoft Office, Microsoft Word, English, Team Leadership, Sales, Management, Facebook
Education
University of Miami - School of Business 2007 — 2011
BBA, Marketing & Management
University of Miami - School of Business
Kimberly Bruno's UBS Experience May 2007 - May 2009
Job AVP ~ Recruiter ~ Bank of America
Industry Banking
Experience
Bank of America May 2010 - Present
UBS May 2007 - May 2009
Hollister February 2005 - May 2007
Enterprise Rent-A-Car December 1997 - September 2004
Education
University of Maryland College Park
Marketing
Bank of America May 2010 - Present
UBS May 2007 - May 2009
Hollister February 2005 - May 2007
Enterprise Rent-A-Car December 1997 - September 2004
Education
University of Maryland College Park
Marketing
Alex Nelissen's UBS Experience 2000 - 2001
Job UBS Equity Structured Derivatives Group
Industry Investment Banking
Experience
UBS Investment Bank May 2011 - Present
Lehman Brothers December 2007 - December 2010
Barclays Capital December 2006 - December 2010
JP Morgan September 2003 - November 2007
JP Morgan September 2003 - November 2007
UBS 2000 - 2001
NYSE Euronext August 1998 - September 1998
Goldman Sachs January 1998 - September 1998
Skills
Trading Systems, Fixed Income, Equities, Derivatives, FX Options, Trading, Middle Office, Emerging Markets, Financial Risk, Finance, Bloomberg, Options, Capital Markets, Equity Derivatives, Hedge Funds
Education
University of Massachusetts, Amherst
Finance, Investments
UBS Investment Bank May 2011 - Present
Lehman Brothers December 2007 - December 2010
Barclays Capital December 2006 - December 2010
JP Morgan September 2003 - November 2007
JP Morgan September 2003 - November 2007
UBS 2000 - 2001
NYSE Euronext August 1998 - September 1998
Goldman Sachs January 1998 - September 1998
Skills
Trading Systems, Fixed Income, Equities, Derivatives, FX Options, Trading, Middle Office, Emerging Markets, Financial Risk, Finance, Bloomberg, Options, Capital Markets, Equity Derivatives, Hedge Funds
Education
University of Massachusetts, Amherst
Finance, Investments
Michael J Ross's UBS Experience 2004 - 2005
Job Product Manager at Srixon USA
Industry Apparel & Fashion
Experience
Srixon USA June 2015 - Present
TravisMathew Apparel May 2014 - May 2015
YKK October 2012 - May 2014
Cleveland Golf / Srixon USA January 2008 - October 2012
Quiksilver, Inc. May 2005 - January 2008
UBS 2004 - 2005
State Street 2001 - 2003
INTRAL Corporation 1996 - 2001
Milton Public Schools 1995 - 1996
Skills
Sales, New Business Development, Relationship Management, Key Account Management, Product Marketing, Corporate Branding, Supply Chain Management, International Logistics, International Trade, Golf, Apparel, Merchandising, Marketing Strategy, Sales Operations, Sales Management, Marketing, Forecasting, Account Management, Management, Trade Shows, Product Development, Strategic Planning, Customer Service, Marketing Communications
Education
University of Massachusetts Boston
Bachelor of Arts (BA), Philosophy - Minors in Economics, Spanish
Universidad de Sevilla, España
Departments of Economics and Linguistics
Srixon USA June 2015 - Present
TravisMathew Apparel May 2014 - May 2015
YKK October 2012 - May 2014
Cleveland Golf / Srixon USA January 2008 - October 2012
Quiksilver, Inc. May 2005 - January 2008
UBS 2004 - 2005
State Street 2001 - 2003
INTRAL Corporation 1996 - 2001
Milton Public Schools 1995 - 1996
Skills
Sales, New Business Development, Relationship Management, Key Account Management, Product Marketing, Corporate Branding, Supply Chain Management, International Logistics, International Trade, Golf, Apparel, Merchandising, Marketing Strategy, Sales Operations, Sales Management, Marketing, Forecasting, Account Management, Management, Trade Shows, Product Development, Strategic Planning, Customer Service, Marketing Communications
Education
University of Massachusetts Boston
Bachelor of Arts (BA), Philosophy - Minors in Economics, Spanish
Universidad de Sevilla, España
Departments of Economics and Linguistics
Danny Martoe's UBS Experience June 2002 - July 2004
Job Business Development
Industry Management Consulting
Experience
Relativity Media February 2013 - August 2015
Sports Professional September 2012 - February 2013
Rosenhaus Sports Representation October 2005 - September 2012
Teamworx Inc August 2004 - October 2005
UBS June 2002 - July 2004
Skills
Sports Marketing, Strategic Planning, Social Media, Sports, Marketing, Public Relations, Sponsorship, Event Management, Marketing Strategy, Event Planning, Public Speaking, New Business Development, Brand Development, Digital Media, Social Media Marketing, Media Relations, Social Networking
Education
University of Miami 2013 — 2014
Executive MBA, Business Administration and Management, General
West Virginia University 1994 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Relativity Media February 2013 - August 2015
Sports Professional September 2012 - February 2013
Rosenhaus Sports Representation October 2005 - September 2012
Teamworx Inc August 2004 - October 2005
UBS June 2002 - July 2004
Skills
Sports Marketing, Strategic Planning, Social Media, Sports, Marketing, Public Relations, Sponsorship, Event Management, Marketing Strategy, Event Planning, Public Speaking, New Business Development, Brand Development, Digital Media, Social Media Marketing, Media Relations, Social Networking
Education
University of Miami 2013 — 2014
Executive MBA, Business Administration and Management, General
West Virginia University 1994 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Lawrence R Wilkes's UBS Experience March 2003 - October 2012
Job Senior DirectorInvestments
Industry Financial Services
Experience
Oppenheimer & Co November 2012 - Present
UBS March 2003 - October 2012
Smith Barney March 1973 - February 2003
Skills
Asset Managment, Alternative Investments, Series 7, Wealth Management, Investment Advisory, Series 63, Mutual Funds, Valuation, Asset Allocation
Education
University of Maine 1965 — 1967
MBA, Finance and Marketing
Ripon College 1961 — 1965
AB, History and Economics
Oppenheimer & Co November 2012 - Present
UBS March 2003 - October 2012
Smith Barney March 1973 - February 2003
Skills
Asset Managment, Alternative Investments, Series 7, Wealth Management, Investment Advisory, Series 63, Mutual Funds, Valuation, Asset Allocation
Education
University of Maine 1965 — 1967
MBA, Finance and Marketing
Ripon College 1961 — 1965
AB, History and Economics
Alexa McCanick's UBS Experience August 2010 - May 2011
Job AVP at Citi
Industry Banking
Aaron Kitaeff's UBS Experience June 2011 - August 2011
Job Property Manager at Bruce H. Sobel CPA P.C.
Industry Financial Services
Experience
Bruce H. Sobel CPA P.C. August 2013 - Present
Atrato Advisors LLC May 2012 - August 2012
UBS June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of Miami 2009 — 2013
Bachelor of Arts (BA), Economics
Florence University of the Arts 2012 — 2012
Roslyn High School 2005 — 2009
Bruce H. Sobel CPA P.C. August 2013 - Present
Atrato Advisors LLC May 2012 - August 2012
UBS June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of Miami 2009 — 2013
Bachelor of Arts (BA), Economics
Florence University of the Arts 2012 — 2012
Roslyn High School 2005 — 2009
Michael W. (Mike) Keller's UBS Experience May 2004 - October 2006
Job Vice President, Wealth Management at Gilford Securities
Industry Financial Services
Experience
Gilford Securities May 2011 - Present
Citi Smith Barney October 2006 - May 2011
Morgan Stanley Wealth Management October 2006 - May 2011
UBS May 2004 - October 2006
A.G. Edwards & Sons, Inc. May 2002 - May 2004
Foreign Exchange May 1998 - September 2001
Skills
Public Speaking, Estate Planning, Retirement Planning, Strategic Financial..., Investments, Investment Strategies, Alternative Investments, Stock Trading, Fixed Income Strategies, Fixed Income Analysis, Stock Market Analysis, Equity Research, Private Equity, Private Placements, Technical Equity..., Fundamental Investment..., Comprehensive Financial..., Money Management, Client Development, Manage Client..., Manage Client..., High Net Worth..., New Business Development, Business Analysis, Strategic Financial..., Municipal Bonds, Corporate Bonds, Preservation of Hard..., Economic Analysis, Equities, Securities, Asset Allocation, Fixed Income, Financial Services, Retirement
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts (B/A), History, Political Science (Courses in Finance, Economics, Biology and Chemistry)
Matignon High School 1988 — 1992
Gilford Securities May 2011 - Present
Citi Smith Barney October 2006 - May 2011
Morgan Stanley Wealth Management October 2006 - May 2011
UBS May 2004 - October 2006
A.G. Edwards & Sons, Inc. May 2002 - May 2004
Foreign Exchange May 1998 - September 2001
Skills
Public Speaking, Estate Planning, Retirement Planning, Strategic Financial..., Investments, Investment Strategies, Alternative Investments, Stock Trading, Fixed Income Strategies, Fixed Income Analysis, Stock Market Analysis, Equity Research, Private Equity, Private Placements, Technical Equity..., Fundamental Investment..., Comprehensive Financial..., Money Management, Client Development, Manage Client..., Manage Client..., High Net Worth..., New Business Development, Business Analysis, Strategic Financial..., Municipal Bonds, Corporate Bonds, Preservation of Hard..., Economic Analysis, Equities, Securities, Asset Allocation, Fixed Income, Financial Services, Retirement
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts (B/A), History, Political Science (Courses in Finance, Economics, Biology and Chemistry)
Matignon High School 1988 — 1992
Alison O'Donnell's UBS Experience January 2013 - May 2013
Job Tax Intern at EY
Industry Accounting
Experience
EY June 2014 - Present
Anne Arundel Community College June 2012 - August 2012
Washington Redskins August 2012 - December 2012
Toal, Griffith & Ayers, LLC May 2013 - September 2013
UBS January 2013 - May 2013
Skills
Accounting, Time Management, Spanish
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Severna Park High School 2007 — 2011
Diploma
EY June 2014 - Present
Anne Arundel Community College June 2012 - August 2012
Washington Redskins August 2012 - December 2012
Toal, Griffith & Ayers, LLC May 2013 - September 2013
UBS January 2013 - May 2013
Skills
Accounting, Time Management, Spanish
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Severna Park High School 2007 — 2011
Diploma
Annalise Durante's UBS Experience February 2012 - May 2012
Job Analyst at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
andrewbusch.com June 2013 - August 2013
Park Street Advisors September 2012 - December 2012
First Trust June 2012 - August 2012
UBS February 2012 - May 2012
Skills
Investments, Equities, Finance, Portfolio Management, Mutual Funds, CRM, Microsoft Excel, Financial Analysis, Financial Modeling
Education
University of Miami - School of Business 2010 — 2014
BSBA, Finance
Citi June 2014 - Present
andrewbusch.com June 2013 - August 2013
Park Street Advisors September 2012 - December 2012
First Trust June 2012 - August 2012
UBS February 2012 - May 2012
Skills
Investments, Equities, Finance, Portfolio Management, Mutual Funds, CRM, Microsoft Excel, Financial Analysis, Financial Modeling
Education
University of Miami - School of Business 2010 — 2014
BSBA, Finance
Bart R Fuller's UBS Experience April 2008 - July 2012
Job Brokerage Services Representative. at New York Life
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
Yodle April 2014 - February 2015
Santander Bank, N.A. July 2012 - March 2013
UBS April 2008 - July 2012
AXA Financial April 2005 - October 2007
Skills
Financial Services, Trading, Margin, Options, ETFs, Fixed Annuities, Variable Annuities, Equities, Mutual Funds, Fixed Income, Separately Managed..., Corporate Actions, Customer Service, Call Centers, Back Office, CRM, Microsoft Office, KYC, Retirement, ACATS, RMDS, ACH, AML, IRAs
Education
University of Massachusetts, Amherst
University of Massachusetts, Amherst
New York Life Insurance Company February 2015 - Present
Yodle April 2014 - February 2015
Santander Bank, N.A. July 2012 - March 2013
UBS April 2008 - July 2012
AXA Financial April 2005 - October 2007
Skills
Financial Services, Trading, Margin, Options, ETFs, Fixed Annuities, Variable Annuities, Equities, Mutual Funds, Fixed Income, Separately Managed..., Corporate Actions, Customer Service, Call Centers, Back Office, CRM, Microsoft Office, KYC, Retirement, ACATS, RMDS, ACH, AML, IRAs
Education
University of Massachusetts, Amherst
University of Massachusetts, Amherst
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.