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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11,700 UBS employees in database. Find out everything there's to know about UBS employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Employees
Employee
Years
Job
Industry
Cecilia Wech Cecilia Wech's UBS Experience February 2004 - February 2006
Job Registered Principal, Delegate, Compliance at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2006 - Present
UBS February 2004 - February 2006
Global Financial 1987 - 2000
Education
University of Minnesota Duluth 1976 — 1980
BS, Social Development
Regina High School
Regina High School
Ameriprise Financial Services, Inc. February 2006 - Present
UBS February 2004 - February 2006
Global Financial 1987 - 2000
Education
University of Minnesota Duluth 1976 — 1980
BS, Social Development
Regina High School
Regina High School
Nick Sabert Nick Sabert's UBS Experience June 2012 - August 2012
Job Core Sales Consultant for Guardian Life
Industry Insurance
Experience
Guardian Life September 2015 - Present
Regions Financial Corporation June 2014 - Present
Regions Financial Corporation June 2014 - August 2014
University of Mississippi August 2013 - June 2014
Harbour Town Golf Course May 2013 - August 2013
UBS June 2012 - August 2012
Skills
Investment Banking, College Football, Managerial Finance, Sports Marketing, Social Media, Public Speaking
Education
University of Mississippi 2010 — 2014
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance
Saint Xavier High School
Guardian Life September 2015 - Present
Regions Financial Corporation June 2014 - Present
Regions Financial Corporation June 2014 - August 2014
University of Mississippi August 2013 - June 2014
Harbour Town Golf Course May 2013 - August 2013
UBS June 2012 - August 2012
Skills
Investment Banking, College Football, Managerial Finance, Sports Marketing, Social Media, Public Speaking
Education
University of Mississippi 2010 — 2014
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance
Saint Xavier High School
Casey Delinsky Casey Delinsky's UBS Experience December 2007 - April 2009
Job Capital Markets Manager at CU Companies
Industry Financial Services
Experience
CU Companies November 2013 - Present
Stephen A. Kohn & Associates, Ltd. February 2011 - November 2013
Flatirons Capital Management January 2010 - November 2013
UBS December 2007 - April 2009
Skills
Series 7, Series 63, Series 65, Risk Management, Investments, Fixed Income, Asset Managment, Securities, Mutual Funds, Equities, Wealth Management, Retirement Planning, Financial Advisory, Asset Allocation, Financial Services, Asset Management, Mortgage Lending, Capital Markets, Finance, Credit, Loans, Mortgage Banking, Residential Mortgages
Education
University of Minnesota Duluth 2003 — 2007
BBA, Finance
CU Companies November 2013 - Present
Stephen A. Kohn & Associates, Ltd. February 2011 - November 2013
Flatirons Capital Management January 2010 - November 2013
UBS December 2007 - April 2009
Skills
Series 7, Series 63, Series 65, Risk Management, Investments, Fixed Income, Asset Managment, Securities, Mutual Funds, Equities, Wealth Management, Retirement Planning, Financial Advisory, Asset Allocation, Financial Services, Asset Management, Mortgage Lending, Capital Markets, Finance, Credit, Loans, Mortgage Banking, Residential Mortgages
Education
University of Minnesota Duluth 2003 — 2007
BBA, Finance
Daniel Matian's UBS Experience May 2012 - July 2012
Job Real Estate Analyst at Citi
Industry Real Estate
Experience
Citi April 2015 - Present
Herd Transportation August 2012 - Present
Imperium Capital June 2014 - March 2015
Massey Knakal Realty Services May 2013 - August 2013
UBS May 2012 - July 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Finance, Investments, Public Speaking, Research, Real Estate
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (BBA)
Milken Community High School of Stephen S. Wise Temple 2006 — 2010
Citi April 2015 - Present
Herd Transportation August 2012 - Present
Imperium Capital June 2014 - March 2015
Massey Knakal Realty Services May 2013 - August 2013
UBS May 2012 - July 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Finance, Investments, Public Speaking, Research, Real Estate
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (BBA)
Milken Community High School of Stephen S. Wise Temple 2006 — 2010
Mark Strecker's UBS Experience January 2013 - June 2013
Job Student at University of Southern California
Industry Information Technology and Services
Experience
PBS Supply June 2014 - August 2014
Kidder Mathews May 2013 - August 2013
UBS January 2013 - June 2013
West Seattle Golf Course June 2012 - August 2012
Skills
Financial Services, Economics, Investments, ERP Software, SAP, Mobile Applications, Information Technology
Education
University of Southern California 2011 — 2015
Bachelor of Arts (B.A.), Economics
University of Mississippi 2010 — 2011
PBS Supply June 2014 - August 2014
Kidder Mathews May 2013 - August 2013
UBS January 2013 - June 2013
West Seattle Golf Course June 2012 - August 2012
Skills
Financial Services, Economics, Investments, ERP Software, SAP, Mobile Applications, Information Technology
Education
University of Southern California 2011 — 2015
Bachelor of Arts (B.A.), Economics
University of Mississippi 2010 — 2011
Bruce Barron Bruce Barron's UBS Experience 2010 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS 2010 - Present
UBS September 2005 - September 2010
Wells Fargo April 1993 - January 2005
Wells Fargo April 1982 - April 1993
Education
Hopkins High School Minnesota
all subjects all the time
University of Minnesota-Twin Cities
UBS 2010 - Present
UBS September 2005 - September 2010
Wells Fargo April 1993 - January 2005
Wells Fargo April 1982 - April 1993
Education
Hopkins High School Minnesota
all subjects all the time
University of Minnesota-Twin Cities
Chad Vaske's UBS Experience December 2007 - May 2008
Job Manager at Accenture
Industry Management Consulting
Experience
Accenture November 2014 - Present
Accenture September 2012 - November 2014
Accenture June 2010 - August 2012
Carlson June 2008 - January 2010
UBS December 2007 - May 2008
Skills
Pricing Strategy, Global Branding, Corporate Finance, Competitive Analysis, Financial Modeling, Strategy, Business Strategy, Analysis, Forecasting, Finance, Business Analysis, Financial Analysis, Management Consulting, Analytics, Strategic Consulting, Cross-functional Team..., Training, Economics, Leadership, Management, Data Analysis
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BSB, Finance, Marketing
Accenture November 2014 - Present
Accenture September 2012 - November 2014
Accenture June 2010 - August 2012
Carlson June 2008 - January 2010
UBS December 2007 - May 2008
Skills
Pricing Strategy, Global Branding, Corporate Finance, Competitive Analysis, Financial Modeling, Strategy, Business Strategy, Analysis, Forecasting, Finance, Business Analysis, Financial Analysis, Management Consulting, Analytics, Strategic Consulting, Cross-functional Team..., Training, Economics, Leadership, Management, Data Analysis
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BSB, Finance, Marketing
Molly Piech Molly Piech's UBS Experience October 2002 - September 2013
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank November 2014 - Present
William Blair & Company October 2013 - October 2014
UBS October 2002 - September 2013
Lehman Brothers June 2000 - August 2002
Skills
Series 7, Series 63, Series 65, Team Leadership
Education
University of Michigan 1996 — 2000
Bachelor of Arts (BA), Economics
J.P. Morgan Private Bank November 2014 - Present
William Blair & Company October 2013 - October 2014
UBS October 2002 - September 2013
Lehman Brothers June 2000 - August 2002
Skills
Series 7, Series 63, Series 65, Team Leadership
Education
University of Michigan 1996 — 2000
Bachelor of Arts (BA), Economics
Carol Persico-Sylvester Carol Persico-Sylvester's UBS Experience December 2000 - August 2007
Job Independent Beachbody Coach at Team Beachbody
Industry Food & Beverages
Experience
Cutbow Espresso Independent Beachbody CoachTeam BeachbodyDecember 2012 - Present
UBS December 2000 - August 2007
ARC June 1992 - December 2000
Education
University of Montana 1986 — 1991
Journalism, Soviet Studies, Journalism, History
Cutbow Espresso Independent Beachbody CoachTeam BeachbodyDecember 2012 - Present
UBS December 2000 - August 2007
ARC June 1992 - December 2000
Education
University of Montana 1986 — 1991
Journalism, Soviet Studies, Journalism, History
Margaret Darlow Margaret Darlow's UBS Experience 2005 - March 2010
Job Product Marketing Strategist, Global Equity Derivatives
Industry Investment Banking
Experience
UBS Investment Bank July 2011 - Present
UBS 2005 - March 2010
UBS Financial Services January 2003 - June 2005
PaineWebber 1998 - 2003
PaineWebber 1991 - 1998
Skills
FINRA, Series 7, Financial Services, Bloomberg, Derivatives, Equities, Fixed Income, Investment Banking, Product Management, Project Management, Securities, Strategy, CRM, Capital Markets, Trading, Management, Marketing
Education
University of Missouri-Kansas City
Bachelor of Arts
New York School of Finance
Certification, Technical Analysis
UBS Investment Bank July 2011 - Present
UBS 2005 - March 2010
UBS Financial Services January 2003 - June 2005
PaineWebber 1998 - 2003
PaineWebber 1991 - 1998
Skills
FINRA, Series 7, Financial Services, Bloomberg, Derivatives, Equities, Fixed Income, Investment Banking, Product Management, Project Management, Securities, Strategy, CRM, Capital Markets, Trading, Management, Marketing
Education
University of Missouri-Kansas City
Bachelor of Arts
New York School of Finance
Certification, Technical Analysis
Todd Arens, CRPS® AIF® Todd Arens, CRPS® AIF®'s UBS Experience April 2006 - July 2012
Job President, Chief Investment Officer at HighMark Wealth Management
Industry Financial Services
Experience
HighMark Wealth Management July 2012 - Present
UBS April 2006 - July 2012
Piper Jaffray 1996 - April 2006
John G. Kinnard March 1993 - 1996
Skills
Wealth Management, Investments, Financial Services, Investment Strategies, Alternative Investments, Estate Planning, Financial Planners, Asset Management, Equities, Asset Managment, Fixed Annuities, Loans, Variable Annuities, Cash Management, Private Banking, Corporate Retirement..., Defined Contribution..., Education Planning, Executive Financial..., Lending, Philanthropic Services, Stock Plan Services
Education
University of Minnesota-Duluth 1989 — 1993
Bachelor of Business Administration, Finance
Wabasha-Kellogg
HighMark Wealth Management July 2012 - Present
UBS April 2006 - July 2012
Piper Jaffray 1996 - April 2006
John G. Kinnard March 1993 - 1996
Skills
Wealth Management, Investments, Financial Services, Investment Strategies, Alternative Investments, Estate Planning, Financial Planners, Asset Management, Equities, Asset Managment, Fixed Annuities, Loans, Variable Annuities, Cash Management, Private Banking, Corporate Retirement..., Defined Contribution..., Education Planning, Executive Financial..., Lending, Philanthropic Services, Stock Plan Services
Education
University of Minnesota-Duluth 1989 — 1993
Bachelor of Business Administration, Finance
Wabasha-Kellogg
Jeff Bland Jeff Bland's UBS Experience August 2001 - June 2004
Job Executive Retirement Planning, Individualized 401k Acct management, Stock Option Monitoring, Workplace Lunch and Learns
Industry Financial Services
Experience
Burrus Financial Services March 2005 - Present
UBS August 2001 - June 2004
Skills
Investments, Wealth Management, Real Estate, Series 63, Insurance, Entrepreneurship, Retirement Planning, Series 7, Asset Allocation, Risk Management, Leadership, Retirement, Portfolio Management, Business Strategy, Venture Capital, Start-ups, Budgets, Public Speaking, Financial Services, Strategic Planning, Financial Analysis, Customer Service, Fixed Annuities, PowerPoint, Investment Advisory, Team Building
Education
University of Montana 1996 — 2000
BA, Liberal Arts
Burrus Financial Services March 2005 - Present
UBS August 2001 - June 2004
Skills
Investments, Wealth Management, Real Estate, Series 63, Insurance, Entrepreneurship, Retirement Planning, Series 7, Asset Allocation, Risk Management, Leadership, Retirement, Portfolio Management, Business Strategy, Venture Capital, Start-ups, Budgets, Public Speaking, Financial Services, Strategic Planning, Financial Analysis, Customer Service, Fixed Annuities, PowerPoint, Investment Advisory, Team Building
Education
University of Montana 1996 — 2000
BA, Liberal Arts
Thomas Keyes, CPM's UBS Experience July 1990 - Present
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS July 1990 - Present
Education
University of Minnesota-Twin Cities
UBS July 1990 - Present
Education
University of Minnesota-Twin Cities
Andre Joseph's UBS Experience July 2007 - August 2007
Job Lead Tech Support Engineer at WebMD
Industry Internet
Experience
WebMD July 2014 - Present
WebMD March 2009 - June 2014
Control Group December 2008 - February 2009
White & Case October 2007 - November 2008
New York University August 2007 - October 2007
UBS July 2007 - August 2007
University of Michigan March 1999 - February 2003
St. Francis College May 1999 - July 1999
Skills
Windows 7, System Administration, Active Directory, Help Desk Support, Virtualization, Networking, System Deployment, Android, Windows Server, iOS, Technical Documentation, Desktop Administration, Mobile Device Management, Desktop Application..., Mac OS, Exchange 2010/2007/2003, Microsoft Office, C++, Matlab, RSA SecurID, Desktop Deployment, Printer Fleet Management, Executive Support, CFD, Computational Fluid..., Okta, JAMF Casper Suite, Box, SCCM 2012 R2, MDT 2013, AirWatch, Duo Security, Microsoft Office 365, FireEye, OpenDNS, DHCP, Microsoft Exchange, Security, Technical Support, Online Advertising
Education
University of Michigan 1998 — 2005
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
WebMD July 2014 - Present
WebMD March 2009 - June 2014
Control Group December 2008 - February 2009
White & Case October 2007 - November 2008
New York University August 2007 - October 2007
UBS July 2007 - August 2007
University of Michigan March 1999 - February 2003
St. Francis College May 1999 - July 1999
Skills
Windows 7, System Administration, Active Directory, Help Desk Support, Virtualization, Networking, System Deployment, Android, Windows Server, iOS, Technical Documentation, Desktop Administration, Mobile Device Management, Desktop Application..., Mac OS, Exchange 2010/2007/2003, Microsoft Office, C++, Matlab, RSA SecurID, Desktop Deployment, Printer Fleet Management, Executive Support, CFD, Computational Fluid..., Okta, JAMF Casper Suite, Box, SCCM 2012 R2, MDT 2013, AirWatch, Duo Security, Microsoft Office 365, FireEye, OpenDNS, DHCP, Microsoft Exchange, Security, Technical Support, Online Advertising
Education
University of Michigan 1998 — 2005
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Blair Hagerman Blair Hagerman's UBS Experience June 2012 - August 2012
Job Capital Markets & Treasury Associate at Waypoint Leasing (Ireland) Limited
Industry Financial Services
Experience
Waypoint Leasing (Ireland) Limited August 2015 - Present
Mizuho Securities USA Inc. April 2015 - August 2015
RBS Markets and International Banking January 2015 - April 2015
RBS Markets and International Banking July 2013 - January 2015
UBS June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Financial Markets, Corporate Finance, PowerPoint, Fixed Income, Bloomberg, Investment Banking, Equities, Credit Risk, Portfolio Management, Capital Markets, Bond Origination and..., Credit Analysis, Bond Markets, Loan Markets, Loan Origination, Bond Pricing, Letters of Credit, Revolving Lines of..., Written & Oral..., Debt & Equity Financing, Macroeconomics, Interest Rates, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Strategy, High Distinction
Holt High School 2005 — 2009
Ranked #1 in graduating class of 400+
Waypoint Leasing (Ireland) Limited August 2015 - Present
Mizuho Securities USA Inc. April 2015 - August 2015
RBS Markets and International Banking January 2015 - April 2015
RBS Markets and International Banking July 2013 - January 2015
UBS June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Financial Markets, Corporate Finance, PowerPoint, Fixed Income, Bloomberg, Investment Banking, Equities, Credit Risk, Portfolio Management, Capital Markets, Bond Origination and..., Credit Analysis, Bond Markets, Loan Markets, Loan Origination, Bond Pricing, Letters of Credit, Revolving Lines of..., Written & Oral..., Debt & Equity Financing, Macroeconomics, Interest Rates, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Strategy, High Distinction
Holt High School 2005 — 2009
Ranked #1 in graduating class of 400+
Shannone Hart's UBS Experience December 2009 - Present
Job Registered Sales Assistant at UBS
Industry Financial Services
Experience
UBS December 2009 - Present
Chicks n Chaps 2008 - October 2013
Merrill Lynch September 2005 - October 2009
Education
Frenchtown High School
The University of Montana
UBS December 2009 - Present
Chicks n Chaps 2008 - October 2013
Merrill Lynch September 2005 - October 2009
Education
Frenchtown High School
The University of Montana
Andrea Lechowicz Andrea Lechowicz's UBS Experience December 2014 - Present
Job Associate Director at UBS
Industry Information Technology and Services
Experience
UBS December 2014 - Present
Kroger August 2013 - December 2014
Target May 2012 - July 2013
Target 2008 - May 2012
Merrill Lynch June 2006 - January 2008
Ford Motor Company July 2004 - June 2006
Ford Motor Company January 2004 - July 2004
Ford Motor Company June 2003 - January 2004
Ford Motor Company April 2002 - June 2003
Ford Motor Company May 2001 - August 2001
Skills
Process Improvement, Six Sigma, Continuous Improvement, Lean Sigma, Kaizen Facilitation, Coaching, Training & Development, Operations Management, Operational Excellence, Industrial Engineering, Project Management, Change Management, Customer Relationship..., Mentoring, Internal Consulting, Data Analysis, Warehouse design and..., Supervising, Lean Manufacturing, Training, Analysis, CRM, Kaizen
Education
University of Michigan-Dearborn 1998 — 2002
Dual Degree MS and BS, Industrial and Systems Engineering
UBS December 2014 - Present
Kroger August 2013 - December 2014
Target May 2012 - July 2013
Target 2008 - May 2012
Merrill Lynch June 2006 - January 2008
Ford Motor Company July 2004 - June 2006
Ford Motor Company January 2004 - July 2004
Ford Motor Company June 2003 - January 2004
Ford Motor Company April 2002 - June 2003
Ford Motor Company May 2001 - August 2001
Skills
Process Improvement, Six Sigma, Continuous Improvement, Lean Sigma, Kaizen Facilitation, Coaching, Training & Development, Operations Management, Operational Excellence, Industrial Engineering, Project Management, Change Management, Customer Relationship..., Mentoring, Internal Consulting, Data Analysis, Warehouse design and..., Supervising, Lean Manufacturing, Training, Analysis, CRM, Kaizen
Education
University of Michigan-Dearborn 1998 — 2002
Dual Degree MS and BS, Industrial and Systems Engineering
Kevin Phillipp Kevin Phillipp's UBS Experience January 1995 - Present
Job Vice President Wealth Mgmt., Senior Portfolio Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS January 1995 - Present
Education
University of Minnesota-Twin Cities
Bachelor of Arts, Economics
UBS January 1995 - Present
Education
University of Minnesota-Twin Cities
Bachelor of Arts, Economics
Hannah Knoll Hannah Knoll's UBS Experience June 2012 - July 2014
Job Financial Planner at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. July 2014 - Present
UBS June 2012 - July 2014
Education
University of Missouri-Kansas City 2010 — 2012
BBA, Finance
Metrpolitan Community College-Longview 2008 — 2010
Associate of Arts
Creative Planning Inc. July 2014 - Present
UBS June 2012 - July 2014
Education
University of Missouri-Kansas City 2010 — 2012
BBA, Finance
Metrpolitan Community College-Longview 2008 — 2010
Associate of Arts
Grant Kamin Grant Kamin's UBS Experience August 2012 - Present
Job Financial Advisor | UBS | Kamin Wealth Management Group
Industry Financial Services
Experience
UBS August 2012 - Present
C.H. Robinson January 2006 - August 2012
Best Buy June 2001 - January 2008
Skills
Wealth Management, Retirement Planning, Personal Financial..., Customer Service, Small Business, Analytics, Market Research, Customer Relations, Negotiation, Series 7, Health, Life, Variable...
Education
University of Minnesota-Twin Cities 2001 — 2005
BS, Business Marketing Education, Management, Communication Studies
UBS August 2012 - Present
C.H. Robinson January 2006 - August 2012
Best Buy June 2001 - January 2008
Skills
Wealth Management, Retirement Planning, Personal Financial..., Customer Service, Small Business, Analytics, Market Research, Customer Relations, Negotiation, Series 7, Health, Life, Variable...
Education
University of Minnesota-Twin Cities 2001 — 2005
BS, Business Marketing Education, Management, Communication Studies
Jane Ziecik Jane Ziecik's UBS Experience June 2015 - September 2015
Job Investment Management Summer Analyst at UBS
Industry
Experience
University of Michigan Museum of Art September 2013 - Present
UBS June 2015 - September 2015
Indigo Centers June 2014 - August 2014
Detroit Guitar April 2013 - June 2013
Lake Forest Country Club July 2011 - August 2012
Skills
Business, Competitive Analysis, Statistical Software, Commercial Real Estate..., Microsoft Excel, Fine Art, Creative Writing, Tennis, Research, Equity Valuation, Business Analysis, Social Media, PowerPoint, Business Strategy, Data Analysis, Market Research, Statistics, Real Estate, Commercial Real Estate
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Detroit Country Day School 2010 — 2013
High School
University of Michigan Museum of Art September 2013 - Present
UBS June 2015 - September 2015
Indigo Centers June 2014 - August 2014
Detroit Guitar April 2013 - June 2013
Lake Forest Country Club July 2011 - August 2012
Skills
Business, Competitive Analysis, Statistical Software, Commercial Real Estate..., Microsoft Excel, Fine Art, Creative Writing, Tennis, Research, Equity Valuation, Business Analysis, Social Media, PowerPoint, Business Strategy, Data Analysis, Market Research, Statistics, Real Estate, Commercial Real Estate
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Detroit Country Day School 2010 — 2013
High School
Daniel Gavriloiu Daniel Gavriloiu's UBS Experience July 2006 - May 2007
Job Senior Vice President Citigroup Corporate Treasury
Industry Financial Services
Experience
Citigroup May 2011 - Present
Citigroup December 2009 - May 2011
Citigroup August 2007 - December 2009
UBS July 2006 - May 2007
Deloitte Consulting August 2005 - July 2006
University of Missouri - Columbia October 2001 - May 2005
Citigroup May 2004 - August 2004
MasterCard International March 1999 - August 2001
AIESEC 1995 - 1998
Skills
Treasury, Financial Modeling, Structured Finance, Securitization, Fixed Income, Valuation, Analytics, Financial Analysis, Banking, Project Planning, Finance, Management, Financial Services, Strategic Financial..., Planning, Treasury Management, Analysis, Leadership, Strategy, Accounting, Program Management, Financial Planning
Education
University of Missouri-Columbia, College of Business 2003 — 2005
MS, Accounting
University of Missouri-Columbia, College of Business 2001 — 2002
MBA, Finance & MIS
Danube University 1990 — 1995
Bachelor of Science (BS), Food Science and Applied Biotechnology
AL I Cuza Highschool
Mathematics & Physics
Citigroup May 2011 - Present
Citigroup December 2009 - May 2011
Citigroup August 2007 - December 2009
UBS July 2006 - May 2007
Deloitte Consulting August 2005 - July 2006
University of Missouri - Columbia October 2001 - May 2005
Citigroup May 2004 - August 2004
MasterCard International March 1999 - August 2001
AIESEC 1995 - 1998
Skills
Treasury, Financial Modeling, Structured Finance, Securitization, Fixed Income, Valuation, Analytics, Financial Analysis, Banking, Project Planning, Finance, Management, Financial Services, Strategic Financial..., Planning, Treasury Management, Analysis, Leadership, Strategy, Accounting, Program Management, Financial Planning
Education
University of Missouri-Columbia, College of Business 2003 — 2005
MS, Accounting
University of Missouri-Columbia, College of Business 2001 — 2002
MBA, Finance & MIS
Danube University 1990 — 1995
Bachelor of Science (BS), Food Science and Applied Biotechnology
AL I Cuza Highschool
Mathematics & Physics
Pattie Levey Pattie Levey's UBS Experience May 2012 - November 2013
Job Financial Advisor at Wells Fargo Advisors Wealth Brokerage Services
Industry Financial Services
Experience
UBS May 2012 - November 2013
UBS February 1994 - November 2013
UBS 2006 - 2012
UBS 2003 - 2006
UBS 2000 - 2003
UBS 1998 - 2000
UBS 1995 - 1998
UBS 1994 - 1995
APM Management Consultants April 1989 - February 1994
Skills
Leadership, Talent Management, Wealth Management, Management Consulting, Training, Strategic Planning, Recruiting, Business Analysis, Relationship Management, Series 7, Vendor Management, Program Management, Succession Planning, Equities, Strategy, Financial Services, Management, People Development, Talent Acquisition, Series 66
Education
University of Michigan 1983 — 1987
BS, Mathematics
UBS May 2012 - November 2013
UBS February 1994 - November 2013
UBS 2006 - 2012
UBS 2003 - 2006
UBS 2000 - 2003
UBS 1998 - 2000
UBS 1995 - 1998
UBS 1994 - 1995
APM Management Consultants April 1989 - February 1994
Skills
Leadership, Talent Management, Wealth Management, Management Consulting, Training, Strategic Planning, Recruiting, Business Analysis, Relationship Management, Series 7, Vendor Management, Program Management, Succession Planning, Equities, Strategy, Financial Services, Management, People Development, Talent Acquisition, Series 66
Education
University of Michigan 1983 — 1987
BS, Mathematics
Nicole Jablon's UBS Experience August 2015 - Present
Job Human Resources Analyst at UBS
Industry Human Resources
Experience
UBS August 2015 - Present
University of Michigan Ross School of Business January 2015 - May 2015
Nexus Staffing Specialists, Inc. May 2014 - August 2014
Human Resources Insight Consulting May 2014 - August 2014
Elmwood Day Camp June 2011 - August 2013
Skills
Social Media, Microsoft Office, Community Service, Community Organizing, Community Outreach, Program Development, Volunteer Management, Fundraising, Nonprofits, Public Speaking, Leadership Development, Event Planning, Research, Teaching, Organizational..., Community Development, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Teamwork
Education
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), Organizational Behavior Studies
Blind Brook High School 2007 — 2011
UBS August 2015 - Present
University of Michigan Ross School of Business January 2015 - May 2015
Nexus Staffing Specialists, Inc. May 2014 - August 2014
Human Resources Insight Consulting May 2014 - August 2014
Elmwood Day Camp June 2011 - August 2013
Skills
Social Media, Microsoft Office, Community Service, Community Organizing, Community Outreach, Program Development, Volunteer Management, Fundraising, Nonprofits, Public Speaking, Leadership Development, Event Planning, Research, Teaching, Organizational..., Community Development, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Teamwork
Education
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), Organizational Behavior Studies
Blind Brook High School 2007 — 2011
Denis Bakke's UBS Experience November 1966 - Present
Job Vice President Wealth Management Bakke Rowan Financial Services UBS
Industry Financial Services
Experience
UBS November 1966 - Present
Skills
Wealth Management
Education
University of Minnesota-Twin Cities
Bachelor of Science (BS), Forestry/Building Products Merchandising
Murray High School - St. Paul, MN
UBS November 1966 - Present
Skills
Wealth Management
Education
University of Minnesota-Twin Cities
Bachelor of Science (BS), Forestry/Building Products Merchandising
Murray High School - St. Paul, MN
Steven Assie Steven Assie's UBS Experience April 2008 - August 2008
Job Manager, Strategy at Thomson Reuters
Industry Higher Education
Experience
Thomson Reuters February 2014 - Present
Thomson Reuters February 2013 - February 2014
Thomson Reuters January 2012 - January 2013
Thomson Reuters May 2011 - January 2012
Ameriprise Financial Services, Inc. June 2010 - August 2010
Cameco Corporation May 2009 - August 2009
UBS April 2008 - August 2008
Piper Jaffray March 2006 - August 2007
Skills
Financial Modeling, Market Research, Strategy, Financial Analysis, Product Management, Segmentation, Project Management, Competitive Analysis, Entrepreneurship, Management, Leadership, Data Analysis, Analysis, Strategic Planning, Business Strategy, Management Consulting, Marketing Strategy, Analytics, Market Analysis
Education
University of Minnesota - Carlson School of Management 2009 — 2011
Master of Business Administration (MBA)
University of Minnesota Law School 2008 — 2011
Juris Doctorate (JD), Law
York University - Osgoode Hall Law School 2007 — 2008
Law
University of St. Thomas 2004 — 2007
Bachelor of Arts (BA), Business Administration - Financial Management
Thomson Reuters February 2014 - Present
Thomson Reuters February 2013 - February 2014
Thomson Reuters January 2012 - January 2013
Thomson Reuters May 2011 - January 2012
Ameriprise Financial Services, Inc. June 2010 - August 2010
Cameco Corporation May 2009 - August 2009
UBS April 2008 - August 2008
Piper Jaffray March 2006 - August 2007
Skills
Financial Modeling, Market Research, Strategy, Financial Analysis, Product Management, Segmentation, Project Management, Competitive Analysis, Entrepreneurship, Management, Leadership, Data Analysis, Analysis, Strategic Planning, Business Strategy, Management Consulting, Marketing Strategy, Analytics, Market Analysis
Education
University of Minnesota - Carlson School of Management 2009 — 2011
Master of Business Administration (MBA)
University of Minnesota Law School 2008 — 2011
Juris Doctorate (JD), Law
York University - Osgoode Hall Law School 2007 — 2008
Law
University of St. Thomas 2004 — 2007
Bachelor of Arts (BA), Business Administration - Financial Management
Bill Rush Mosby III Bill Rush Mosby III's UBS Experience September 1987 - Present
Job Senior Vice PresidentWealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS September 1987 - Present
Mississippi Chemical 1986 - August 1987
Skills
Series 7, Finance, Strategic Financial..., Wealth Management, Series 63, Portfolio Management, Estate Planning, FINRA, Asset Management, Financial Modeling, Financial Services, Retirement Planning, Asset Allocation, Retirement, Financial Analysis
Education
University of Mississippi 1978 — 1982
Accounting
UBS September 1987 - Present
Mississippi Chemical 1986 - August 1987
Skills
Series 7, Finance, Strategic Financial..., Wealth Management, Series 63, Portfolio Management, Estate Planning, FINRA, Asset Management, Financial Modeling, Financial Services, Retirement Planning, Asset Allocation, Retirement, Financial Analysis
Education
University of Mississippi 1978 — 1982
Accounting
Faizaan Baig Faizaan Baig's UBS Experience August 2005 - July 2007
Job Associate Technology, Media & Telecommunication Investment Banking at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2014 - Present
Accordion Partners May 2013 - May 2014
Elixir Securities March 2012 - March 2013
UBS Investment Bank February 2011 - January 2012
Tegris LLC July 2008 - January 2011
UBS Investment Bank July 2007 - July 2008
UBS August 2005 - July 2007
Skills
Investment Banking, Corporate Finance, Valuation, Financial Modeling, Private Equity, Mergers, Equities, Investments, Capital Markets, Financial Analysis, Due Diligence, Start-ups, Emerging Markets, LBO, Banking, Portfolio Management, Corporate Development, FINRA Series 79, Business Development, Mergers & Acquisitions, Venture Capital, Analysis, Business Strategy
Education
University of Michigan 2001 — 2005
Bachelors of Arts, Economics
Lyceum High School 1999 — 2001
A Levels, Economics, Accounting, Mathematics
Braeburn High School 1997 — 1999
GCSE
Deutsche Bank May 2014 - Present
Accordion Partners May 2013 - May 2014
Elixir Securities March 2012 - March 2013
UBS Investment Bank February 2011 - January 2012
Tegris LLC July 2008 - January 2011
UBS Investment Bank July 2007 - July 2008
UBS August 2005 - July 2007
Skills
Investment Banking, Corporate Finance, Valuation, Financial Modeling, Private Equity, Mergers, Equities, Investments, Capital Markets, Financial Analysis, Due Diligence, Start-ups, Emerging Markets, LBO, Banking, Portfolio Management, Corporate Development, FINRA Series 79, Business Development, Mergers & Acquisitions, Venture Capital, Analysis, Business Strategy
Education
University of Michigan 2001 — 2005
Bachelors of Arts, Economics
Lyceum High School 1999 — 2001
A Levels, Economics, Accounting, Mathematics
Braeburn High School 1997 — 1999
GCSE
Andrew Scheidel Andrew Scheidel's UBS Experience May 2007 - September 2010
Job Vice President Private Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan June 2010 - January 2014
UBS May 2007 - September 2010
Great Point Capital LLC July 2006 - May 2007
Maize & Blue Loft Company June 2005 - July 2006
Education
University of Michigan 2002 — 2006
Bachelor of Arts, Economics
J.P. Morgan January 2014 - Present
J.P. Morgan June 2010 - January 2014
UBS May 2007 - September 2010
Great Point Capital LLC July 2006 - May 2007
Maize & Blue Loft Company June 2005 - July 2006
Education
University of Michigan 2002 — 2006
Bachelor of Arts, Economics
Mitaliya, Mahesh Mitaliya, Mahesh's UBS Experience January 2011 - Present
Job Consultant at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS January 2011 - Present
AT&T March 2008 - December 2010
SPS 2007 - 2009
AT&T March 2008 - June 2008
UBS May 2007 - February 2008
MarketPlace technologies 2005 - 2007
AT&T February 1999 - October 2004
National Stock Exchange 1997 - 1999
Skills
Oracle, Unix, SDLC, Unix Shell Scripting, PL/SQL, Oracle Applications, Python, QlikView Development, SOA, Informatica, SQL, Shell Scripting, Big Data, Requirements Analysis, Software Project..., Autosys, Data Warehousing, Perl, Enterprise Architecture, DataStage, Telecommunications, Solaris, Software Development, Data Modeling, Microsoft SQL Server, Linux, ITIL, Agile Methodologies, Sybase, Databases, ETL, Cognos, DSeries, Control M, Analytics, Mutual Funds, Fixed Income, Market Data, Equities, Derivatives
Education
.. 1992 — 1996
BS, Electronics & Telecomm
University of Mumbai 1992 — 1996
BE, Electronics and Telecommunications
UBS January 2011 - Present
AT&T March 2008 - December 2010
SPS 2007 - 2009
AT&T March 2008 - June 2008
UBS May 2007 - February 2008
MarketPlace technologies 2005 - 2007
AT&T February 1999 - October 2004
National Stock Exchange 1997 - 1999
Skills
Oracle, Unix, SDLC, Unix Shell Scripting, PL/SQL, Oracle Applications, Python, QlikView Development, SOA, Informatica, SQL, Shell Scripting, Big Data, Requirements Analysis, Software Project..., Autosys, Data Warehousing, Perl, Enterprise Architecture, DataStage, Telecommunications, Solaris, Software Development, Data Modeling, Microsoft SQL Server, Linux, ITIL, Agile Methodologies, Sybase, Databases, ETL, Cognos, DSeries, Control M, Analytics, Mutual Funds, Fixed Income, Market Data, Equities, Derivatives
Education
.. 1992 — 1996
BS, Electronics & Telecomm
University of Mumbai 1992 — 1996
BE, Electronics and Telecommunications
Adam Skinner's UBS Experience December 2002 - May 2011
Job Software Developer at Kaplan Trucking
Industry Financial Services
Experience
Kaplan Trucking September 2013 - Present
KeyBank October 2011 - August 2013
UBS December 2002 - May 2011
Hewitt Memorial Hospital December 2001 - April 2002
GE July 2000 - June 2001
Oxford Health Care June 1999 - October 1999
Aetna November 1998 - June 1999
Skills
SQL, VBA, Perl, Python, T-SQL, Linux, Regular Expressions, VB.NET, Microsoft Access, .NET, C#, Stored Procedures, Solaris
Education
University of Montana
Kaplan Trucking September 2013 - Present
KeyBank October 2011 - August 2013
UBS December 2002 - May 2011
Hewitt Memorial Hospital December 2001 - April 2002
GE July 2000 - June 2001
Oxford Health Care June 1999 - October 1999
Aetna November 1998 - June 1999
Skills
SQL, VBA, Perl, Python, T-SQL, Linux, Regular Expressions, VB.NET, Microsoft Access, .NET, C#, Stored Procedures, Solaris
Education
University of Montana
Wilson Lin's UBS Experience April 2007 - April 2009
Job Strategy & Operations Leader | Social Enterprise and Entrepreneurship Advisor | Impact Investing
Industry Management Consulting
Experience
Deloitte August 2013 - Present
Deloitte Consulting September 2011 - August 2013
Java Bite March 2011 - July 2011
Grassroots Business Fund March 2010 - May 2010
UBS April 2007 - April 2009
IBM July 2004 - March 2007
The GMS Group January 2004 - June 2004
Merrill Lynch June 2003 - August 2003
Skills
Strategy, Market Research, Entrepreneurship, Financial Services, Business Development, Financial Modeling, Customer Experience, Business Analytics, Growth Strategies, User Experience, Operating Models, Management Consulting, Business Strategy, Analysis, Financial Analysis, Management, Consulting, Project Management, Analytics, Business Analysis, Strategic Planning, Competitive Analysis, Valuation, Program Management, CRM, Data Analysis, Leadership, Due Diligence, Executive Management
Education
University of Pennsylvania 2000 — 2004
BA, Economics
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Corporate Strategy, Management
Deloitte August 2013 - Present
Deloitte Consulting September 2011 - August 2013
Java Bite March 2011 - July 2011
Grassroots Business Fund March 2010 - May 2010
UBS April 2007 - April 2009
IBM July 2004 - March 2007
The GMS Group January 2004 - June 2004
Merrill Lynch June 2003 - August 2003
Skills
Strategy, Market Research, Entrepreneurship, Financial Services, Business Development, Financial Modeling, Customer Experience, Business Analytics, Growth Strategies, User Experience, Operating Models, Management Consulting, Business Strategy, Analysis, Financial Analysis, Management, Consulting, Project Management, Analytics, Business Analysis, Strategic Planning, Competitive Analysis, Valuation, Program Management, CRM, Data Analysis, Leadership, Due Diligence, Executive Management
Education
University of Pennsylvania 2000 — 2004
BA, Economics
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Corporate Strategy, Management
Jake Kaufman Jake Kaufman's UBS Experience May 2013 - August 2013
Job Debt Capital Markets Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas May 2015 - Present
Royal Bank of Scotland June 2014 - August 2014
VROU September 2013 - December 2013
UBS May 2013 - August 2013
HFP Capital Markets LLC June 2012 - August 2012
Skills
Fixed Income, Research, Financial Services, Bloomberg, Options, Market Research, Finance, Wealth Management, CRM, Financial Modeling, Investments, Portfolio Management, Strategy, Valuation, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Emphasis in Finance and Entrepreneurship
Eden Prairie High School 2007 — 2011
High School
BNP Paribas May 2015 - Present
Royal Bank of Scotland June 2014 - August 2014
VROU September 2013 - December 2013
UBS May 2013 - August 2013
HFP Capital Markets LLC June 2012 - August 2012
Skills
Fixed Income, Research, Financial Services, Bloomberg, Options, Market Research, Finance, Wealth Management, CRM, Financial Modeling, Investments, Portfolio Management, Strategy, Valuation, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Emphasis in Finance and Entrepreneurship
Eden Prairie High School 2007 — 2011
High School
Jack Braun Jack Braun's UBS Experience May 2013 - May 2013
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Ross Portfolio Management Club September 2011 - Present
Citi June 2014 - August 2014
Charles Products Inc June 2013 - August 2013
Zolio Inc April 2013 - June 2013
UBS May 2013 - May 2013
Talk of the Town June 2012 - August 2012
Skills
Leadership,...
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Ross Portfolio Management Club September 2011 - Present
Citi June 2014 - August 2014
Charles Products Inc June 2013 - August 2013
Zolio Inc April 2013 - June 2013
UBS May 2013 - May 2013
Talk of the Town June 2012 - August 2012
Skills
Leadership,...
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Rebecca (Becky) Falk, CFP® Rebecca (Becky) Falk, CFP®'s UBS Experience December 2006 - Present
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS December 2006 - Present
ConAgra Foods 1997 - 2004
Land O' Lakes 1988 - 1997
Education
University of Minnesota - Carlson School of Management 1987 — 1988
Master of Business Administration (MBA), Marketing
University of Minnesota-Twin Cities 1980 — 1985
Bachelor of Science (BS), Accounting
UBS December 2006 - Present
ConAgra Foods 1997 - 2004
Land O' Lakes 1988 - 1997
Education
University of Minnesota - Carlson School of Management 1987 — 1988
Master of Business Administration (MBA), Marketing
University of Minnesota-Twin Cities 1980 — 1985
Bachelor of Science (BS), Accounting
Timothy P Stevens Timothy P Stevens's UBS Experience 2006 - 2007
Job Client Services Support Specialist at Modern Survey
Industry Computer Software
Experience
Modern Survey August 2013 - Present
Dougherty & Company LLC 2013 - 2013
UBS 2006 - 2007
Education
University of St. Thomas 2013 — 2017
Master's Degree, Data Science/Software Engineering, 3.88
Vancouver Institute of Media Arts 2011 — 2012
Diploma, 3D Character Animation
University of Oregon 2010 — 2011
Earned Credits Towards a Master of Architecture, Architecture
University of Minnesota-Twin Cities 2006 — 2010
Bachelor's Degree, Architecture, 3.47
Modern Survey August 2013 - Present
Dougherty & Company LLC 2013 - 2013
UBS 2006 - 2007
Education
University of St. Thomas 2013 — 2017
Master's Degree, Data Science/Software Engineering, 3.88
Vancouver Institute of Media Arts 2011 — 2012
Diploma, 3D Character Animation
University of Oregon 2010 — 2011
Earned Credits Towards a Master of Architecture, Architecture
University of Minnesota-Twin Cities 2006 — 2010
Bachelor's Degree, Architecture, 3.47
Mary Lynn Halland Mary Lynn Halland's UBS Experience September 2007 - January 2008
Job Project Manager at Hong Kong Association of New York
Industry Marketing and Advertising
Experience
Hong Kong Association of New York May 2015 - Present
Consulting Resources NY January 1997 - Present
Tourette Syndrome Association September 2014 - May 2015
Business Center for New Americans (microlender) June 2010 - May 2015
Purple Genie, Inc. November 2012 - September 2013
Professionals for Nonprofits December 2010 - May 2011
ACCION USA February 2010 - June 2010
SchoolNet March 2008 - July 2008
UBS September 2007 - January 2008
Dreyfus September 1998 - August 2001
Skills
Content Development, Social Media Marketing, Social Media, Marketing Strategy, Project Management, Business Strategy, Microfinance, Financial Planners, Blogging, Strategic Planning, Non-profits, Marketing Communications, Marketing, New Business Development, French, Spanish, Mutual Funds, Financial Services...
Education
Inspiring Capital
Returnship Program Spring 2015 Inaugural Class, Social Impact
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, Finance
University of Michigan 1980 — 1982
BA, Economics
Interlochen Arts Academy 1975 — 1978
HS Diploma - Music Major, Clarinet
Hong Kong Association of New York May 2015 - Present
Consulting Resources NY January 1997 - Present
Tourette Syndrome Association September 2014 - May 2015
Business Center for New Americans (microlender) June 2010 - May 2015
Purple Genie, Inc. November 2012 - September 2013
Professionals for Nonprofits December 2010 - May 2011
ACCION USA February 2010 - June 2010
SchoolNet March 2008 - July 2008
UBS September 2007 - January 2008
Dreyfus September 1998 - August 2001
Skills
Content Development, Social Media Marketing, Social Media, Marketing Strategy, Project Management, Business Strategy, Microfinance, Financial Planners, Blogging, Strategic Planning, Non-profits, Marketing Communications, Marketing, New Business Development, French, Spanish, Mutual Funds, Financial Services...
Education
Inspiring Capital
Returnship Program Spring 2015 Inaugural Class, Social Impact
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, Finance
University of Michigan 1980 — 1982
BA, Economics
Interlochen Arts Academy 1975 — 1978
HS Diploma - Music Major, Clarinet
Alex Rykken, CFP® Alex Rykken, CFP®'s UBS Experience May 2005 - September 2008
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2008 - Present
UBS May 2005 - September 2008
Education
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Finance, International Business
Minnehaha Academy 1996 — 2004
RBC Wealth Management September 2008 - Present
UBS May 2005 - September 2008
Education
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Finance, International Business
Minnehaha Academy 1996 — 2004
Samuel Miller Samuel Miller's UBS Experience June 2010 - August 2010
Job Associate at Credit Suisse Corporate Banking Corporate Lending Group
Industry Financial Services
Experience
Credit Suisse August 2013 - Present
Wells Fargo Securities July 2011 - July 2013
UBS June 2010 - August 2010
US Air Force 2002 - 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Mergers, Business Strategy, Private Equity, Working Smarter, Mergers & Acquisitions, Strategy, Equities
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
University of Oklahoma 2005 — 2008
MA, International Relations
University of Michigan
BSE, Computer Engineering
Credit Suisse August 2013 - Present
Wells Fargo Securities July 2011 - July 2013
UBS June 2010 - August 2010
US Air Force 2002 - 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Mergers, Business Strategy, Private Equity, Working Smarter, Mergers & Acquisitions, Strategy, Equities
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
University of Oklahoma 2005 — 2008
MA, International Relations
University of Michigan
BSE, Computer Engineering
Joe Dolan Joe Dolan's UBS Experience August 2004 - July 2010
Job Financial Advisor at Dolan Wealth Management
Industry Financial Services
Experience
Dolan Wealth Management January 2013 - Present
Morgan Stanley Wealth Management June 2010 - January 2013
UBS August 2004 - July 2010
Piper Jaffray 2002 - 2006
Fortis and Hartford 2000 - 2002
Prudential Financial 1997 - 2000
Skills
Series 7, Securities, Portfolio Management, Retirement Planning, Wealth Management, Uniform Combined State..., Series 63, Asset Allocation, Investment Advisory, Mutual Funds, Financial Analysis, Investments, Investment Strategies, Series 65, Retirement, Certified Financial..., Financial Advisory, Investment Management
Education
University of Minnesota-Twin Cities 1991 — 1995
BA, Political Science, Economics Minor
Academy of the Holy Angels
Academy of the Holy Angels
Academy of the Holy Angels
Dolan Wealth Management January 2013 - Present
Morgan Stanley Wealth Management June 2010 - January 2013
UBS August 2004 - July 2010
Piper Jaffray 2002 - 2006
Fortis and Hartford 2000 - 2002
Prudential Financial 1997 - 2000
Skills
Series 7, Securities, Portfolio Management, Retirement Planning, Wealth Management, Uniform Combined State..., Series 63, Asset Allocation, Investment Advisory, Mutual Funds, Financial Analysis, Investments, Investment Strategies, Series 65, Retirement, Certified Financial..., Financial Advisory, Investment Management
Education
University of Minnesota-Twin Cities 1991 — 1995
BA, Political Science, Economics Minor
Academy of the Holy Angels
Academy of the Holy Angels
Academy of the Holy Angels
Claudia Harner-Jay's UBS Experience 1992 - 1994
Job Senior Program Management/PublicPrivate Partnerships/Market Development
Industry International Trade and Development
Experience
PATH 2008 - Present
PATH 2000 - 2008
Monsanto Company 1998 - 1999
Center for International Development at Harvard University May 1997 - August 1997
Nike May 1996 - August 1996
UBS 1992 - 1994
Ernst & Young January 1991 - June 1991
Skills
Public/private..., Strategic Partnerships, International..., Program Management, Strategy, Capacity Building, Sustainability, Corporate Social..., NGOs, Strategic Planning, Project Management, Business Strategy, Social Enterprise
Education
University of MIchigan 1995 — 1998
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Michigan 1995 — 1998
Master of Science (M.S.), Natural Resources Management and Policy
University of Puget Sound 1988 — 1992
Bachelor of Arts (B.A.), Foreign Language/International Affairs
PATH 2008 - Present
PATH 2000 - 2008
Monsanto Company 1998 - 1999
Center for International Development at Harvard University May 1997 - August 1997
Nike May 1996 - August 1996
UBS 1992 - 1994
Ernst & Young January 1991 - June 1991
Skills
Public/private..., Strategic Partnerships, International..., Program Management, Strategy, Capacity Building, Sustainability, Corporate Social..., NGOs, Strategic Planning, Project Management, Business Strategy, Social Enterprise
Education
University of MIchigan 1995 — 1998
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Michigan 1995 — 1998
Master of Science (M.S.), Natural Resources Management and Policy
University of Puget Sound 1988 — 1992
Bachelor of Arts (B.A.), Foreign Language/International Affairs
Alecos Nicolaou's UBS Experience June 2009 - August 2009
Job Senior Consultant at EY
Industry Financial Services
Experience
EY September 2011 - Present
Grosvenor Capital Management May 2010 - July 2010
UBS June 2009 - August 2009
NAI Global May 2009 - June 2009
Raymond James Financial Inc. May 2008 - July 2008
Skills
Corporate Finance, Project Management, Finance, Financial Modeling, Management Consulting, Financial Analysis, Portfolio Management, Due Diligence, Valuation, Microsoft Excel, Data Analysis, Sarbanes-Oxley Act, Financial Reporting, Business Analysis, Business Strategy, Business Process..., Microsoft Office, Strategy, Auditing, Business Intelligence, Competitive Analysis, Market Research, Leadership, Mergers & Acquisitions, Risk Management, Analysis, Greek
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Strategy
University of Michigan 2007 — 2011
International Studies
EY September 2011 - Present
Grosvenor Capital Management May 2010 - July 2010
UBS June 2009 - August 2009
NAI Global May 2009 - June 2009
Raymond James Financial Inc. May 2008 - July 2008
Skills
Corporate Finance, Project Management, Finance, Financial Modeling, Management Consulting, Financial Analysis, Portfolio Management, Due Diligence, Valuation, Microsoft Excel, Data Analysis, Sarbanes-Oxley Act, Financial Reporting, Business Analysis, Business Strategy, Business Process..., Microsoft Office, Strategy, Auditing, Business Intelligence, Competitive Analysis, Market Research, Leadership, Mergers & Acquisitions, Risk Management, Analysis, Greek
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Strategy
University of Michigan 2007 — 2011
International Studies
Donovan Mistry Donovan Mistry's UBS Experience August 2013 - August 2014
Job Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS August 2013 - August 2014
UBS - Coporate Cash Management Group June 2012 - August 2013
University of Montana August 2009 - May 2012
UBS December 2010 - December 2011
ITC Transmission May 2011 - August 2011
Skills
Leadership
Education
The University of Montana 2009 — 2012
B.A, Environmental Studies
UBS August 2013 - August 2014
UBS - Coporate Cash Management Group June 2012 - August 2013
University of Montana August 2009 - May 2012
UBS December 2010 - December 2011
ITC Transmission May 2011 - August 2011
Skills
Leadership
Education
The University of Montana 2009 — 2012
B.A, Environmental Studies
Kunal Mudgal Kunal Mudgal's UBS Experience June 2012 - August 2012
Job Associate at Goldman Sachs
Industry Computer Software
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs February 2013 - December 2014
Columbia University January 2012 - December 2012
UBS June 2012 - August 2012
Tech Mahindra October 2008 - July 2011
Tandon Informatics Ltd July 2007 - June 2008
Skills
Java, ElasticSearch, C++, Cloud Computing, SQL, Redis, Apache Kafka, Agile Methodologies, MySQL, PL/SQL, C, Perl, Unix, Amazon Web Services..., Microsoft SQL Server, Testing, Eclipse, Google App Engine, Algorithms, Hadoop, Spring, Hibernate 3.1, Android Development, T-SQL Stored Procedures, Subversion, Tomcat, Axis2 Web Services, JIRA, Project Server, Microsoft Excel, Objective-C, Kernel Programming
Education
Columbia University 2011 — 2012
Master of Science (M.S.)
University of Mumbai 2004 — 2008
Bachelor of Engineering
Goldman Sachs January 2015 - Present
Goldman Sachs February 2013 - December 2014
Columbia University January 2012 - December 2012
UBS June 2012 - August 2012
Tech Mahindra October 2008 - July 2011
Tandon Informatics Ltd July 2007 - June 2008
Skills
Java, ElasticSearch, C++, Cloud Computing, SQL, Redis, Apache Kafka, Agile Methodologies, MySQL, PL/SQL, C, Perl, Unix, Amazon Web Services..., Microsoft SQL Server, Testing, Eclipse, Google App Engine, Algorithms, Hadoop, Spring, Hibernate 3.1, Android Development, T-SQL Stored Procedures, Subversion, Tomcat, Axis2 Web Services, JIRA, Project Server, Microsoft Excel, Objective-C, Kernel Programming
Education
Columbia University 2011 — 2012
Master of Science (M.S.)
University of Mumbai 2004 — 2008
Bachelor of Engineering
Vijay Sanap Vijay Sanap's UBS Experience July 2010 - April 2012
Job AVP at Deutsche Bank
Industry Computer Software
Experience
Deutsche Bank March 2012 - Present
UBS July 2010 - April 2012
UBS February 2006 - June 2010
Perot Systems October 2003 - December 2005
Reliance Infocomm November 2002 - October 2003
Birla technologies 1999 - 2001
Indian Express January 1998 - January 1999
Education
Bombay University 1992 — 1996
Bachelor degree, Enggineering
Deutsche Bank March 2012 - Present
UBS July 2010 - April 2012
UBS February 2006 - June 2010
Perot Systems October 2003 - December 2005
Reliance Infocomm November 2002 - October 2003
Birla technologies 1999 - 2001
Indian Express January 1998 - January 1999
Education
Bombay University 1992 — 1996
Bachelor degree, Enggineering
Andre Nyffeler Andre Nyffeler's UBS Experience September 2004 - June 2005
Job Experienced Investment Professional
Industry Investment Management
Experience
Vontobel Asset Management May 2007 - July 2011
American Express July 2006 - August 2006
UBS September 2004 - June 2005
Skills
Financial Modeling, Microsoft Excel, Options, Investments
Education
University of Michigan 2005 — 2009
B.S.E., Aerospace Engineering
Vontobel Asset Management May 2007 - July 2011
American Express July 2006 - August 2006
UBS September 2004 - June 2005
Skills
Financial Modeling, Microsoft Excel, Options, Investments
Education
University of Michigan 2005 — 2009
B.S.E., Aerospace Engineering
Carolyn Rohde Carolyn Rohde's UBS Experience July 2008 - July 2010
Job Investor Relations Manager at Electronic Arts
Industry Financial Services
Experience
Electronic Arts June 2014 - Present
Electronic Arts May 2012 - June 2014
Electronic Arts July 2010 - May 2012
UBS July 2008 - July 2010
Jefferies & Company May 2007 - August 2007
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Development, Strategy, Valuation, Mergers, Due Diligence, Financial Analysis, Corporate Finance, New Business Development, Analysis, Investment Banking, Acquisitions, Divestitures, Investment Management, Investor Relations
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance, Accounting, Technology
Electronic Arts June 2014 - Present
Electronic Arts May 2012 - June 2014
Electronic Arts July 2010 - May 2012
UBS July 2008 - July 2010
Jefferies & Company May 2007 - August 2007
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Development, Strategy, Valuation, Mergers, Due Diligence, Financial Analysis, Corporate Finance, New Business Development, Analysis, Investment Banking, Acquisitions, Divestitures, Investment Management, Investor Relations
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance, Accounting, Technology
Paul Abdenour's UBS Experience September 2006 - December 2008
Job Vice President Business Development
Industry Financial Services
Experience
Wilshire Associates February 2013 - Present
Clark Capital Management Group July 2009 - February 2013
Global Capital Management January 2009 - June 2009
UBS September 2006 - December 2008
Zacks Investment Management June 2005 - September 2006
Zacks Investment Research October 2001 - June 2005
Marcus Evans August 2001 - October 2001
Skills
Territory Planning, Direct Marketing, Key Account Development, Business Development, Managed Money, Asset Allocation, Asset Managment, Investments, Investment Strategies, Financial Advisory, Strategic Financial..., Investment Management, Series 7, Investment Advisory, Wealth Management, Retirement, Retirement Planning, Alternative Investments
Education
University of Michigan 1997 — 2001
Organizational Studies, HIstory
Brother Rice 1993 — 1997
Wilshire Associates February 2013 - Present
Clark Capital Management Group July 2009 - February 2013
Global Capital Management January 2009 - June 2009
UBS September 2006 - December 2008
Zacks Investment Management June 2005 - September 2006
Zacks Investment Research October 2001 - June 2005
Marcus Evans August 2001 - October 2001
Skills
Territory Planning, Direct Marketing, Key Account Development, Business Development, Managed Money, Asset Allocation, Asset Managment, Investments, Investment Strategies, Financial Advisory, Strategic Financial..., Investment Management, Series 7, Investment Advisory, Wealth Management, Retirement, Retirement Planning, Alternative Investments
Education
University of Michigan 1997 — 2001
Organizational Studies, HIstory
Brother Rice 1993 — 1997
Ryan Hager Ryan Hager's UBS Experience May 2015 - July 2015
Job Student at the University of Michigan
Industry Financial Services
Experience
LegendsCard October 2013 - Present
UBS May 2015 - July 2015
Miami-Dade State Attorney's Office May 2014 - June 2014
Southern Wine & Spirits June 2013 - July 2013
Southern Wine & Spirits June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint
Education
University of Michigan 2013 — 2017
Bachelor of Arts (B.A.), Economics, Minor in Business from the Stephen M. Ross School of Business
Pine Crest School 2000 — 2013
High School Diploma
LegendsCard October 2013 - Present
UBS May 2015 - July 2015
Miami-Dade State Attorney's Office May 2014 - June 2014
Southern Wine & Spirits June 2013 - July 2013
Southern Wine & Spirits June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint
Education
University of Michigan 2013 — 2017
Bachelor of Arts (B.A.), Economics, Minor in Business from the Stephen M. Ross School of Business
Pine Crest School 2000 — 2013
High School Diploma
Caroline Cripps's UBS Experience May 2014 - August 2014
Job Executive Recruiter at Ascendo Resources
Industry Staffing and Recruiting
Experience
Ascendo Resources July 2015 - Present
UBS May 2014 - August 2014
Skills
Social Networking, Recruiting, Social Media Marketing, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Sales, Social Skills, Public Speaking, Marketing
Education
University of Mississippi 2011 — 2015
Bachelor of Business Administration (BBA), Human Resources Management and Services
University of Mississippi - School of Business Administration 2011 — 2015
Bachelor's degree, Business Administration and Management, General
Ascendo Resources July 2015 - Present
UBS May 2014 - August 2014
Skills
Social Networking, Recruiting, Social Media Marketing, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Sales, Social Skills, Public Speaking, Marketing
Education
University of Mississippi 2011 — 2015
Bachelor of Business Administration (BBA), Human Resources Management and Services
University of Mississippi - School of Business Administration 2011 — 2015
Bachelor's degree, Business Administration and Management, General
Amanda Burnett's UBS Experience May 2009 - August 2009
Job Account Supervisor at Grey Group
Industry Marketing and Advertising
Experience
Grey Group May 2015 - Present
BBDO June 2014 - April 2015
Grey Worldwide August 2012 - June 2014
Grey Worldwide May 2011 - August 2012
Grey Worldwide June 2010 - August 2010
UBS May 2009 - August 2009
Education
University of Michigan 2007 — 2011
Bachelor of Arts, Psychology
Universidad Autonoma de Barcelona
International Studies
Grey Group May 2015 - Present
BBDO June 2014 - April 2015
Grey Worldwide August 2012 - June 2014
Grey Worldwide May 2011 - August 2012
Grey Worldwide June 2010 - August 2010
UBS May 2009 - August 2009
Education
University of Michigan 2007 — 2011
Bachelor of Arts, Psychology
Universidad Autonoma de Barcelona
International Studies
Kelli Puhl's UBS Experience May 2011 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
UBS May 2011 - Present
AT&T Mobility September 2009 - September 2010
AT&T Mobility May 2009 - September 2009
Education
University of Minnesota - Carlson School of Management
University of Minnesota-Twin Cities
UBS May 2011 - Present
AT&T Mobility September 2009 - September 2010
AT&T Mobility May 2009 - September 2009
Education
University of Minnesota - Carlson School of Management
University of Minnesota-Twin Cities
Jamie Zelinsky's UBS Experience July 2014 - July 2015
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS July 2014 - July 2015
University of Mary August 2012 - May 2014
City of St. Paul Parks and Recreation May 2011 - August 2012
University of Minnesota Crookston May 2010 - September 2010
Skills
Athletics, Microsoft Excel, Microsoft Word
Education
University of Mary 2012 — 2014
Master's degree, Business Administration and Management, General
University of Minnesota Crookston 2007 — 2011
BA, Sports Management
UBS July 2014 - July 2015
University of Mary August 2012 - May 2014
City of St. Paul Parks and Recreation May 2011 - August 2012
University of Minnesota Crookston May 2010 - September 2010
Skills
Athletics, Microsoft Excel, Microsoft Word
Education
University of Mary 2012 — 2014
Master's degree, Business Administration and Management, General
University of Minnesota Crookston 2007 — 2011
BA, Sports Management
Jared Shaber Jared Shaber's UBS Experience July 2011 - June 2015
Job MBA Candidate at Yale School of Management
Industry Investment Banking
Experience
Yale School of Management August 2015 - Present
UBS July 2011 - June 2015
Macquarie Group June 2010 - August 2010
Investment Technology Group, Inc. June 2009 - August 2009
Diamondback Capital May 2008 - August 2008
Skills
Financial Modeling, Valuation, Equity Research, Investments, DCF, Analysis, Bloomberg, Equities, Financial Analysis, Series 7, Financial Markets, Securities
Education
Yale University - Yale School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance
Yale School of Management August 2015 - Present
UBS July 2011 - June 2015
Macquarie Group June 2010 - August 2010
Investment Technology Group, Inc. June 2009 - August 2009
Diamondback Capital May 2008 - August 2008
Skills
Financial Modeling, Valuation, Equity Research, Investments, DCF, Analysis, Bloomberg, Equities, Financial Analysis, Series 7, Financial Markets, Securities
Education
Yale University - Yale School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance
Matthew Chua Matthew Chua's UBS Experience February 1999 - May 2014
Job Investment Management Professional
Industry Investment Management
Experience
Cello Capital Management, LP November 2014 - January 2015
UBS February 1999 - May 2014
ContiFinancial January 1998 - February 1999
PwC (Coopers & Lybrand) September 1993 - January 1998
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Corporate Finance, Fixed Income, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1993
BBA, Accounting and Finance
Cello Capital Management, LP November 2014 - January 2015
UBS February 1999 - May 2014
ContiFinancial January 1998 - February 1999
PwC (Coopers & Lybrand) September 1993 - January 1998
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Corporate Finance, Fixed Income, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1993
BBA, Accounting and Finance
Neil Rabinowicz's UBS Experience January 2015 - Present
Job Investment Banking Analyst at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
American Express June 2013 - December 2014
American Express June 2012 - August 2012
PwC 2011 - 2011
BASF May 2010 - August 2010
Bayer HealthCare May 2009 - August 2009
Bayer HealthCare May 2008 - August 2008
Skills
Competitive Analysis, Marketing, PowerPoint, Management, Analytics, Sales, Public Speaking, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
BBA, Accounting and Finance
Hanover Park High School 2004 — 2008
UBS January 2015 - Present
American Express June 2013 - December 2014
American Express June 2012 - August 2012
PwC 2011 - 2011
BASF May 2010 - August 2010
Bayer HealthCare May 2009 - August 2009
Bayer HealthCare May 2008 - August 2008
Skills
Competitive Analysis, Marketing, PowerPoint, Management, Analytics, Sales, Public Speaking, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
BBA, Accounting and Finance
Hanover Park High School 2004 — 2008
Donald Horwitz Donald Horwitz's UBS Experience 2006 - 2007
Job Managing Director at Oyster Consulting, LLC
Industry Financial Services
Experience
Oyster Consulting, LLC May 2015 - Present
Nadex May 2014 - March 2015
Intellectual Property Exchange International (IPXI) 2012 - May 2014
Chicago Kent College of Law January 2012 - April 2014
Oyster Consulting, LLC November 2011 - February 2012
Donald Horwitz Consulting, LLC February 2011 - October 2011
One Chicago, LLC August 2007 - February 2011
UBS 2006 - 2007
ABN AMRO 2004 - 2006
BrokerTec Futures Exchange 2001 - 2004
Skills
Derivatives, Securities, Commodities, Compliance, Risk Management, Financial Markets, Intellectual Property, Patent Litigation, Commodity, Options, Hedge Funds, Trading, Financial Services, Corporate Governance, Capital Markets, Fixed Income, Electronic Trading, Financial Analysis, Securities Regulation, Alternative Investments, Mergers & Acquisitions, Private Equity, Equities, Structured Finance, Investments, Due Diligence, Mutual Funds, Investment Banking, Venture Capital, Futures
Education
Wayne State University Law School 1969 — 1972
JD, Banking, Corporate, Finance, and Securities Law
University of Michigan 1965 — 1969
BA, History, Political Science &Economics
Oyster Consulting, LLC May 2015 - Present
Nadex May 2014 - March 2015
Intellectual Property Exchange International (IPXI) 2012 - May 2014
Chicago Kent College of Law January 2012 - April 2014
Oyster Consulting, LLC November 2011 - February 2012
Donald Horwitz Consulting, LLC February 2011 - October 2011
One Chicago, LLC August 2007 - February 2011
UBS 2006 - 2007
ABN AMRO 2004 - 2006
BrokerTec Futures Exchange 2001 - 2004
Skills
Derivatives, Securities, Commodities, Compliance, Risk Management, Financial Markets, Intellectual Property, Patent Litigation, Commodity, Options, Hedge Funds, Trading, Financial Services, Corporate Governance, Capital Markets, Fixed Income, Electronic Trading, Financial Analysis, Securities Regulation, Alternative Investments, Mergers & Acquisitions, Private Equity, Equities, Structured Finance, Investments, Due Diligence, Mutual Funds, Investment Banking, Venture Capital, Futures
Education
Wayne State University Law School 1969 — 1972
JD, Banking, Corporate, Finance, and Securities Law
University of Michigan 1965 — 1969
BA, History, Political Science &Economics
Diana Fleeter's UBS Experience June 2010 - August 2010
Job Manager at American Express
Industry Financial Services
Experience
American Express August 2015 - Present
American Express OPEN September 2014 - August 2015
American Express OPEN August 2013 - September 2014
American Express OPEN June 2012 - August 2012
Purely Elizabeth May 2011 - July 2011
UBS June 2010 - August 2010
Skills
Competitive Analysis, Facebook, Marketing, Sales, Microsoft Excel, Agile Web Development, Collaborative Leadership, Leadership, Market Research, Public Speaking
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
American Express August 2015 - Present
American Express OPEN September 2014 - August 2015
American Express OPEN August 2013 - September 2014
American Express OPEN June 2012 - August 2012
Purely Elizabeth May 2011 - July 2011
UBS June 2010 - August 2010
Skills
Competitive Analysis, Facebook, Marketing, Sales, Microsoft Excel, Agile Web Development, Collaborative Leadership, Leadership, Market Research, Public Speaking
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Parth Thakkar Parth Thakkar's UBS Experience May 2012 - August 2012
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
UBS May 2012 - August 2012
Skills
Valuation, Trading, Fixed Income, Microsoft Excel, Investments, Financial Modeling, Investment Banking, Finance, PowerPoint, Data Analysis, Sales, Microsoft Office, Equities, Financial Analysis, Economics, Securities
Education
University of Michigan 2011 — 2015
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
UBS May 2012 - August 2012
Skills
Valuation, Trading, Fixed Income, Microsoft Excel, Investments, Financial Modeling, Investment Banking, Finance, PowerPoint, Data Analysis, Sales, Microsoft Office, Equities, Financial Analysis, Economics, Securities
Education
University of Michigan 2011 — 2015
Jordan Weiner's UBS Experience July 2011 - August 2011
Job Investment Banking Summer Analyst at Landmark Ventures
Industry Financial Services
Experience
EverythingBreezy.com March 2015 - Present
Landmark Ventures June 2015 - August 2015
Société Générale June 2014 - August 2014
WisdomTree Asset Management June 2013 - August 2013
FSO Onsite Outsourcing June 2012 - August 2012
Zio's Pizzeria and Grill January 2012 - August 2012
UBS July 2011 - August 2011
Skills
Sales, Public Speaking, Online Research, QlikView, Facebook, Business Networking, Human Resources, Interviews, Recruiting, Italian, Social Media, Technical Recruiting, Microsoft Word, Leadership, Social Networking, Market Research, PowerPoint, Microsoft Excel, Research, Negotiation, Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance & Accounting, Sophomore
Syosset High School 2008 — 2012
EverythingBreezy.com March 2015 - Present
Landmark Ventures June 2015 - August 2015
Société Générale June 2014 - August 2014
WisdomTree Asset Management June 2013 - August 2013
FSO Onsite Outsourcing June 2012 - August 2012
Zio's Pizzeria and Grill January 2012 - August 2012
UBS July 2011 - August 2011
Skills
Sales, Public Speaking, Online Research, QlikView, Facebook, Business Networking, Human Resources, Interviews, Recruiting, Italian, Social Media, Technical Recruiting, Microsoft Word, Leadership, Social Networking, Market Research, PowerPoint, Microsoft Excel, Research, Negotiation, Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance & Accounting, Sophomore
Syosset High School 2008 — 2012
Justine LaManna Justine LaManna's UBS Experience June 2011 - August 2011
Job Health Pro Consultant
Industry Hospital & Health Care
Experience
Compass Professional Health Services June 2015 - Present
Education Station and Preschool August 2014 - May 2015
Tutor Matching Service (Study Social) January 2014 - July 2014
Study Edge (Study Social) May 2013 - January 2014
Study Edge (Study Social) June 2012 - May 2013
University of Michigan September 2010 - May 2013
University of Michigan September 2009 - May 2013
UBS June 2011 - August 2011
University of Michigan Communications Department September 2009 - June 2011
College Year in Athens May 2010 - July 2010
Skills
Research, Microsoft Word, Microsoft Office, Word, Excel, PowerPoint, Microsoft Excel, Sales, Social Media, Facebook, Community Outreach, Marketing, Data Analysis, Leadership, Google Docs
Education
University of Michigan 2009 — 2013
Bachelor's Degree
Compass Professional Health Services June 2015 - Present
Education Station and Preschool August 2014 - May 2015
Tutor Matching Service (Study Social) January 2014 - July 2014
Study Edge (Study Social) May 2013 - January 2014
Study Edge (Study Social) June 2012 - May 2013
University of Michigan September 2010 - May 2013
University of Michigan September 2009 - May 2013
UBS June 2011 - August 2011
University of Michigan Communications Department September 2009 - June 2011
College Year in Athens May 2010 - July 2010
Skills
Research, Microsoft Word, Microsoft Office, Word, Excel, PowerPoint, Microsoft Excel, Sales, Social Media, Facebook, Community Outreach, Marketing, Data Analysis, Leadership, Google Docs
Education
University of Michigan 2009 — 2013
Bachelor's Degree
Steve Barton's UBS Experience 2000 - 2002
Job Banking and Business Consulting
Industry Banking
Experience
Waterford Group Consulting December 2011 - Present
Unity Banks February 2013 - Present
BNP Paribas Bank of the West August 2008 - November 2011
TCF Bank 2005 - 2008
Wells Fargo Private Client Services 2002 - 2005
UBS 2000 - 2002
Piper Jaffray 1996 - 2000
Various Banking Positions 1986 - 1996
Skills
Investments, Banking, Loans, Commercial Banking, Private Banking, Wealth Management, Credit, Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Strategic Financial..., Financial Services, Retirement Planning, Credit Risk, Mortgage Lending, Wealth Management..., Retail Banking, Loan Origination, Financial Analysis, Investment Advisory, Financial Advisory, Bonds, Underwriting, High Net Worth..., Investment Strategies, Commercial Mortgages, Financial Risk, Banking Relationships, Trade Finance, Investment Management, Relationship Management, Insurance, Fixed Income, Lines Of Credit, Financial Modeling, Mutual Funds, Asset Allocation, Equities, Fixed Annuities, Private Equity, Financial Markets, Deposits, Alternative Investments, Capital Markets, Series 7, Series 63, Estate Planning, FINRA, Asset Managment
Education
Winona State University 1983 — 1987
Bachelor of Science (B.S.), Business Administration / Marketing
University of Minnesota-Twin Cities 1980 — 1982
College of Liberal Arts (Coursework)
United States Institute of Peace
Certificate: Conflict Analysis
Waterford Group Consulting December 2011 - Present
Unity Banks February 2013 - Present
BNP Paribas Bank of the West August 2008 - November 2011
TCF Bank 2005 - 2008
Wells Fargo Private Client Services 2002 - 2005
UBS 2000 - 2002
Piper Jaffray 1996 - 2000
Various Banking Positions 1986 - 1996
Skills
Investments, Banking, Loans, Commercial Banking, Private Banking, Wealth Management, Credit, Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Strategic Financial..., Financial Services, Retirement Planning, Credit Risk, Mortgage Lending, Wealth Management..., Retail Banking, Loan Origination, Financial Analysis, Investment Advisory, Financial Advisory, Bonds, Underwriting, High Net Worth..., Investment Strategies, Commercial Mortgages, Financial Risk, Banking Relationships, Trade Finance, Investment Management, Relationship Management, Insurance, Fixed Income, Lines Of Credit, Financial Modeling, Mutual Funds, Asset Allocation, Equities, Fixed Annuities, Private Equity, Financial Markets, Deposits, Alternative Investments, Capital Markets, Series 7, Series 63, Estate Planning, FINRA, Asset Managment
Education
Winona State University 1983 — 1987
Bachelor of Science (B.S.), Business Administration / Marketing
University of Minnesota-Twin Cities 1980 — 1982
College of Liberal Arts (Coursework)
United States Institute of Peace
Certificate: Conflict Analysis
Bob Kaeding Bob Kaeding's UBS Experience 2007 - 2008
Job eLearning Design Director at ?What If! Innovation Partners
Industry E-Learning
Experience
?What If! Innovation Partners 2012 - Present
McKinsey & Company 2008 - 2012
UBS 2007 - 2008
The Trump Organization 2005 - 2007
Cognitive Arts 1995 - 2005
Institute for the Learning Sciences (ILS) at Northwestern University 1991 - 1994
Skills
E-Learning, Instructional Design, Program Management, Leadership Development, Strategy, Needs Analysis, Content Development, Blended Learning, Learning Management, Project Management, User Experience, Information Architecture, Microsoft Office, Organizational Learning, Knowledge Management, Project Planning, Interaction Design, Adult Education, Editing, Publishing, Distance Learning, Agile Methodologies, Lean Tools, Six Sigma
Education
University of Michigan 1985 — 1989
Bachelor of Arts (B.A.)
?What If! Innovation Partners 2012 - Present
McKinsey & Company 2008 - 2012
UBS 2007 - 2008
The Trump Organization 2005 - 2007
Cognitive Arts 1995 - 2005
Institute for the Learning Sciences (ILS) at Northwestern University 1991 - 1994
Skills
E-Learning, Instructional Design, Program Management, Leadership Development, Strategy, Needs Analysis, Content Development, Blended Learning, Learning Management, Project Management, User Experience, Information Architecture, Microsoft Office, Organizational Learning, Knowledge Management, Project Planning, Interaction Design, Adult Education, Editing, Publishing, Distance Learning, Agile Methodologies, Lean Tools, Six Sigma
Education
University of Michigan 1985 — 1989
Bachelor of Arts (B.A.)
Christy (Greer) Keys Christy (Greer) Keys's UBS Experience August 2012 - February 2013
Job Communications and Event Coordinator at Bishop Verot Catholic High School
Industry Marketing and Advertising
Experience
Bishop Verot Catholic High School June 2014 - December 2014
Shell Point Retirement Community July 2013 - June 2014
Gartner April 2013 - July 2013
UBS August 2012 - February 2013
Ole Miss School of Business Administration January 2012 - May 2012
UBS May 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Excel, Time Management, Communication Skills, Organization, Data Entry, Microsoft Word, Teamwork, Market Research, Spanish, Customer Service, Microsoft Excel, Data Analysis, Marketing, Event Planning, Facebook, Outlook, Public Speaking, Social Networking, Event Management, Social Media, Fundraising, Newsletters, Marketing Communications, Creative Writing, Marketing Strategy
Education
University of Mississippi 2008 — 2012
Bachelor, Business Administration; Marketing, 3.33
Bishop Verot Catholic High School June 2014 - December 2014
Shell Point Retirement Community July 2013 - June 2014
Gartner April 2013 - July 2013
UBS August 2012 - February 2013
Ole Miss School of Business Administration January 2012 - May 2012
UBS May 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Excel, Time Management, Communication Skills, Organization, Data Entry, Microsoft Word, Teamwork, Market Research, Spanish, Customer Service, Microsoft Excel, Data Analysis, Marketing, Event Planning, Facebook, Outlook, Public Speaking, Social Networking, Event Management, Social Media, Fundraising, Newsletters, Marketing Communications, Creative Writing, Marketing Strategy
Education
University of Mississippi 2008 — 2012
Bachelor, Business Administration; Marketing, 3.33
Alycia Beckwith Alycia Beckwith's UBS Experience July 2015 - Present
Job UBS Talent Acquisition
Industry Financial Services
Experience
UBS July 2015 - Present
teknetex inc August 2014 - July 2015
Echo Global Logistics March 2011 - August 2014
Echo Global Logistics July 2009 - February 2011
The Michigan Daily 2007 - 2009
Corporate Executive Board May 2008 - August 2008
Skills
Human Capital, Strategic Planning, Organizational..., Employee Benefits, Strategic Partnerships, Succession Planning, Onboarding, Employee Relations, Talent Management, Adaptability, Market Research, Sales, Management, Sales Process, Negotiation, Business Development, Analysis, Marketing Strategy, Integrated Marketing, Customer Service, Lead Generation, Recruiting, Marketing, Sales Operations, Advertising, Sourcing, Direct Sales, Budgets, Time Management, Pricing, Account Management, CRM, Sales Management, Supply Chain Management, Fundraising, Positive Can-do Attitude, Leadership, Talent Acquisition, Cold Calling
Education
University of Michigan 2005 — 2009
BA, Psychology, Sociology
University of Oxford 2007 — 2007
Environment and Global Security
UBS July 2015 - Present
teknetex inc August 2014 - July 2015
Echo Global Logistics March 2011 - August 2014
Echo Global Logistics July 2009 - February 2011
The Michigan Daily 2007 - 2009
Corporate Executive Board May 2008 - August 2008
Skills
Human Capital, Strategic Planning, Organizational..., Employee Benefits, Strategic Partnerships, Succession Planning, Onboarding, Employee Relations, Talent Management, Adaptability, Market Research, Sales, Management, Sales Process, Negotiation, Business Development, Analysis, Marketing Strategy, Integrated Marketing, Customer Service, Lead Generation, Recruiting, Marketing, Sales Operations, Advertising, Sourcing, Direct Sales, Budgets, Time Management, Pricing, Account Management, CRM, Sales Management, Supply Chain Management, Fundraising, Positive Can-do Attitude, Leadership, Talent Acquisition, Cold Calling
Education
University of Michigan 2005 — 2009
BA, Psychology, Sociology
University of Oxford 2007 — 2007
Environment and Global Security
Michael Aiello Michael Aiello's UBS Experience May 2011 - August 2011
Job Portfolio Valuation Analyst at Madison Dearborn Partners
Industry Venture Capital & Private Equity
Experience
Madison Dearborn Partners, LLC July 2014 - Present
Stout Risius Ross April 2013 - July 2014
Bank of America June 2012 - August 2012
UBS May 2011 - August 2011
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2013
Madison Dearborn Partners, LLC July 2014 - Present
Stout Risius Ross April 2013 - July 2014
Bank of America June 2012 - August 2012
UBS May 2011 - August 2011
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2013
Paige Patton's UBS Experience August 2013 - December 2013
Job Looking for New Opportunities
Industry Financial Services
Experience
- Freelance January 2013 - Present
UBS August 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Data Analysis, Financial Analysis, Analysis, Access, Time Management, Leadership
Education
University of Michigan-Dearborn 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Washtenaw Community College 2009 — 2011
Associate of Science (A.S.), Accounting
Washtenaw Technical Middle College 2009 — 2011
High School Diploma
- Freelance January 2013 - Present
UBS August 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Data Analysis, Financial Analysis, Analysis, Access, Time Management, Leadership
Education
University of Michigan-Dearborn 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Washtenaw Community College 2009 — 2011
Associate of Science (A.S.), Accounting
Washtenaw Technical Middle College 2009 — 2011
High School Diploma
Adron Vanderslice Adron Vanderslice's UBS Experience August 2013 - Present
Job Office Manager US Office of Public Policy at UBS
Industry Public Policy
Experience
UBS August 2013 - Present
Purple Strategies, LLC July 2012 - August 2012
ObjectVideo July 2012 - August 2012
UBS July 2011 - August 2011
Skills
Office Management, Government
Education
University of Mississippi 2009 — 2013
Bachelor of Arts (B.A.), Political Science and History
UBS August 2013 - Present
Purple Strategies, LLC July 2012 - August 2012
ObjectVideo July 2012 - August 2012
UBS July 2011 - August 2011
Skills
Office Management, Government
Education
University of Mississippi 2009 — 2013
Bachelor of Arts (B.A.), Political Science and History
Lauren Ruben Lauren Ruben's UBS Experience June 2011 - May 2012
Job Manager, Consumer Market Knowledge at Procter & Gamble
Industry Market Research
Experience
Procter & Gamble August 2014 - Present
Procter & Gamble June 2013 - Present
Procter & Gamble May 2012 - August 2012
UBS June 2011 - May 2012
Skills
Strategy, Microsoft Office, Market Research, Analysis, Competitive Analysis, Data Analysis, Business Development
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Procter & Gamble August 2014 - Present
Procter & Gamble June 2013 - Present
Procter & Gamble May 2012 - August 2012
UBS June 2011 - May 2012
Skills
Strategy, Microsoft Office, Market Research, Analysis, Competitive Analysis, Data Analysis, Business Development
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Avijit Deb's UBS Experience June 2012 - August 2012
Job Summer Assistant Financial Analyst at UBS
Industry Financial Services
Experience
Delts for Diabetes November 2011 - Present
The Detroit Partnership September 2011 - May 2013
UBS June 2012 - August 2012
TD Accessory December 2009 - April 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Corporate Finance, Microsoft Office, Valuation, PowerPoint, Research, Leadership, Investments, Microsoft Word, Business Strategy, Portfolio Management, Statistics
Education
University of Michigan 2009 — 2013
Neuroscience, Neuroscience
Delts for Diabetes November 2011 - Present
The Detroit Partnership September 2011 - May 2013
UBS June 2012 - August 2012
TD Accessory December 2009 - April 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Corporate Finance, Microsoft Office, Valuation, PowerPoint, Research, Leadership, Investments, Microsoft Word, Business Strategy, Portfolio Management, Statistics
Education
University of Michigan 2009 — 2013
Neuroscience, Neuroscience
Ye Zhang Ye Zhang's UBS Experience July 2014 - Present
Job UBS
Industry Financial Services
Experience
UBS July 2014 - Present
Moody's Investors Service December 2012 - July 2014
Deloitte October 2010 - December 2012
Rebellion Research April 2010 - September 2010
Mitsubishi UFJ Securities July 2009 - August 2009
Bain & Company May 2009 - July 2009
Skills
Valuation, Financial Modeling, Structured Products, Equity Research, Quantitative Analytics, Options, Quantitative Finance, Bloomberg, Monte Carlo Simulation, VBA, Matlab, Fixed Income, Portfolio Management, R, Equities, Derivatives, SAS Programming, SAS
Education
University of Michigan 2008 — 2009
Master, Financial Engineering
UBS July 2014 - Present
Moody's Investors Service December 2012 - July 2014
Deloitte October 2010 - December 2012
Rebellion Research April 2010 - September 2010
Mitsubishi UFJ Securities July 2009 - August 2009
Bain & Company May 2009 - July 2009
Skills
Valuation, Financial Modeling, Structured Products, Equity Research, Quantitative Analytics, Options, Quantitative Finance, Bloomberg, Monte Carlo Simulation, VBA, Matlab, Fixed Income, Portfolio Management, R, Equities, Derivatives, SAS Programming, SAS
Education
University of Michigan 2008 — 2009
Master, Financial Engineering
Ronald Bellamy's UBS Experience 2002 - 2002
Job Chief Improvement Officer at Flynn Restaurant Group
Industry Venture Capital & Private Equity
Experience
Flynn Restaurant Group April 2015 - Present
Teachers' Private Capital June 2012 - April 2015
Oliver Wyman 2008 - June 2012
Oliver Wyman 2006 - 2008
Oliver Wyman 2004 - 2006
Microsoft 2003 - 2004
UBS 2002 - 2002
Skills
Strategic Planning, Management Consulting, Strategy, Market Entry, Valuation, Operational Improvement, Business Model Design, Pricing Optimizaiton
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
Bachelor of Business Administration, Finance
University of Michigan 1999 — 2003
Bachelor of Arts, Applied Mathematics and Ancient Literature
Upper Canada College 1996 — 1999
International Baccalaureate
Flynn Restaurant Group April 2015 - Present
Teachers' Private Capital June 2012 - April 2015
Oliver Wyman 2008 - June 2012
Oliver Wyman 2006 - 2008
Oliver Wyman 2004 - 2006
Microsoft 2003 - 2004
UBS 2002 - 2002
Skills
Strategic Planning, Management Consulting, Strategy, Market Entry, Valuation, Operational Improvement, Business Model Design, Pricing Optimizaiton
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
Bachelor of Business Administration, Finance
University of Michigan 1999 — 2003
Bachelor of Arts, Applied Mathematics and Ancient Literature
Upper Canada College 1996 — 1999
International Baccalaureate
Jack Ivezaj Jack Ivezaj's UBS Experience 1999 - 2007
Job Head, Compensation & Benefits at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors June 2011 - Present
The D. E. Shaw group September 2007 - June 2011
UBS 1999 - 2007
Skills
Executive Pay, Deferred Compensation, Expatriate Management, Talent Management, Employee Engagement, Onboarding, HR Policies, Talent Acquisition, Compensation & Benefit, Personnel Management, Employee Relations, HR Transformation, Job Evaluation, PeopleSoft, HR Consulting, Workforce Planning, Benefits Administration, Salary, Benchmarking, Employment Law, Mergers & Acquisitions, Organizational..., Employer Branding, Job Descriptions
Education
European University
MBA
University of Michigan
B.A., Political Science
State Street Global Advisors June 2011 - Present
The D. E. Shaw group September 2007 - June 2011
UBS 1999 - 2007
Skills
Executive Pay, Deferred Compensation, Expatriate Management, Talent Management, Employee Engagement, Onboarding, HR Policies, Talent Acquisition, Compensation & Benefit, Personnel Management, Employee Relations, HR Transformation, Job Evaluation, PeopleSoft, HR Consulting, Workforce Planning, Benefits Administration, Salary, Benchmarking, Employment Law, Mergers & Acquisitions, Organizational..., Employer Branding, Job Descriptions
Education
European University
MBA
University of Michigan
B.A., Political Science
Kanishka Tiwari's UBS Experience June 2011 - August 2011
Job Associate Vendor Manager at Amazon
Industry Marketing and Advertising
Experience
Amazon August 2014 - Present
Microsoft July 2013 - August 2014
University of Michigan Ross School of Business January 2013 - May 2013
Microsoft May 2012 - August 2012
UBS June 2011 - August 2011
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Finance, History
Amazon August 2014 - Present
Microsoft July 2013 - August 2014
University of Michigan Ross School of Business January 2013 - May 2013
Microsoft May 2012 - August 2012
UBS June 2011 - August 2011
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Finance, History
Alex Aronson's UBS Experience June 2010 - August 2010
Job Digital Producer at Havas Worldwide
Industry Marketing and Advertising
Experience
Havas Worldwide June 2015 - Present
Havas Worldwide July 2014 - June 2015
Hill Holliday December 2013 - June 2014
R/GA June 2013 - August 2013
G2 Worldwide June 2012 - August 2012
UBS June 2010 - August 2010
Skills
Social Media, Social Media Marketing, Advertising, Marketing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Competitive Analysis, Social Networking, Strategy, Account Management, Online Advertising, Digital Marketing, Music Industry, Digital Media, Marketing Communications
Education
University of Michigan 2009 — 2013
Bachelor of Arts (BA), Communication Studies
Havas Worldwide June 2015 - Present
Havas Worldwide July 2014 - June 2015
Hill Holliday December 2013 - June 2014
R/GA June 2013 - August 2013
G2 Worldwide June 2012 - August 2012
UBS June 2010 - August 2010
Skills
Social Media, Social Media Marketing, Advertising, Marketing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Competitive Analysis, Social Networking, Strategy, Account Management, Online Advertising, Digital Marketing, Music Industry, Digital Media, Marketing Communications
Education
University of Michigan 2009 — 2013
Bachelor of Arts (BA), Communication Studies
Christina (Tina) Michael Christina (Tina) Michael's UBS Experience 2003 - 2007
Job User Acceptance Testing
Industry Financial Services
Experience
Deluxe Corporation August 2012 - Present
Ameriprise Financial November 2007 - November 2011
UBS 2003 - 2007
Zak Capital 1997 - 2000
Investment Advisors Inc 1996 - 1997
Skills
Financial Planning, Retirement Income..., Personal Finance, Investment Selection, Comprehensive Wealth..., eComerce, UAT Coordination, QA, Agile Methodologies
Education
University of Minnesota-Twin Cities
BA, History
University of Rochester
BA, Major Economics, Minor Japanese
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Finance and Corporate Accounting
Deluxe Corporation August 2012 - Present
Ameriprise Financial November 2007 - November 2011
UBS 2003 - 2007
Zak Capital 1997 - 2000
Investment Advisors Inc 1996 - 1997
Skills
Financial Planning, Retirement Income..., Personal Finance, Investment Selection, Comprehensive Wealth..., eComerce, UAT Coordination, QA, Agile Methodologies
Education
University of Minnesota-Twin Cities
BA, History
University of Rochester
BA, Major Economics, Minor Japanese
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Finance and Corporate Accounting
Samantha Pentecost Samantha Pentecost's UBS Experience February 2009 - May 2012
Job Senior Credit Analyst Federal Reserve Bank of Chicago
Industry Financial Services
Experience
Federal Reserve Bank of Chicago October 2013 - Present
Federal Reserve Bank of Chicago May 2012 - Present
UBS February 2009 - May 2012
Morgan Stanley Smith Barney 2004 - 2009
Skills
Fixed Income, Wealth Management, Securities, Portfolio Management, Financial Analysis, Financial Modeling
Education
University of Michigan 2003 — 2007
Federal Reserve Bank of Chicago October 2013 - Present
Federal Reserve Bank of Chicago May 2012 - Present
UBS February 2009 - May 2012
Morgan Stanley Smith Barney 2004 - 2009
Skills
Fixed Income, Wealth Management, Securities, Portfolio Management, Financial Analysis, Financial Modeling
Education
University of Michigan 2003 — 2007
Perry Eisen Perry Eisen's UBS Experience May 2013 - August 2013
Job Financial Representative at Fidelity Investments
Industry Higher Education
Experience
Fidelity Investments November 2014 - Present
University of Michigan September 2010 - May 2014
UBS May 2013 - August 2013
PHH Mortgage May 2012 - August 2012
Passariellos Pizzeria & Italian Eatery April 2010 - August 2011
Family Service June 2006 - August 2009
Skills
Data Analysis, Social Media, Event Planning, Leadership, •Quantitative..., Statistics, SPSS, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Team Leadership, Financial Analysis, Economics, Project Management, Portfolio Management, Investments
Education
Moorestown High School 2007 — 2010
High School Diploma
University of Michigan
University of Michigan
Fidelity Investments November 2014 - Present
University of Michigan September 2010 - May 2014
UBS May 2013 - August 2013
PHH Mortgage May 2012 - August 2012
Passariellos Pizzeria & Italian Eatery April 2010 - August 2011
Family Service June 2006 - August 2009
Skills
Data Analysis, Social Media, Event Planning, Leadership, •Quantitative..., Statistics, SPSS, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Team Leadership, Financial Analysis, Economics, Project Management, Portfolio Management, Investments
Education
Moorestown High School 2007 — 2010
High School Diploma
University of Michigan
University of Michigan
Ken Roth Ken Roth's UBS Experience September 2005 - October 2008
Job Database Technology Specialist
Industry Information Technology and Services
Experience
Roth Consulting Inc. October 2008 - Present
UBS September 2005 - October 2008
Enterprise Rent-A-Car June 2004 - September 2005
Express Scripts August 1999 - June 2004
City of Clayton December 1994 - August 1999
Systems Consultants Inc. February 1992 - December 1994
Haviland Products Company June 1988 - February 1992
Skills
Disaster Recovery, Database Administration, Data Modeling, Data Warehousing, Performance Tuning, Oracle, Unix, Solaris, Unix Shell Scripting, Database Design, AIX, Microsoft SQL Server, Servers, Oracle RAC, Databases, Linux, SQL Tuning
Education
University of Missouri-Saint Louis 1992 — 1996
Roth Consulting Inc. October 2008 - Present
UBS September 2005 - October 2008
Enterprise Rent-A-Car June 2004 - September 2005
Express Scripts August 1999 - June 2004
City of Clayton December 1994 - August 1999
Systems Consultants Inc. February 1992 - December 1994
Haviland Products Company June 1988 - February 1992
Skills
Disaster Recovery, Database Administration, Data Modeling, Data Warehousing, Performance Tuning, Oracle, Unix, Solaris, Unix Shell Scripting, Database Design, AIX, Microsoft SQL Server, Servers, Oracle RAC, Databases, Linux, SQL Tuning
Education
University of Missouri-Saint Louis 1992 — 1996
Eli Cahan Eli Cahan's UBS Experience July 2013 - July 2013
Job Medical Student at NYU School of Medicine
Industry Higher Education
Experience
The Michigan Daily September 2011 - May 2015
Morgan Stanley February 2014 - August 2014
UBS July 2013 - July 2013
Infinity Equity Group June 2013 - June 2013
NYU Langone Medical Center June 2010 - May 2013
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Word, Public Speaking, Financial Modeling, Financial Analysis, Economics, Data Analysis
Education
NYU School of Medicine 2015 — 2019
Doctor of Medicine (MD)
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
BBA, Finance and Biochemistry, 3.94
The Michigan Daily September 2011 - May 2015
Morgan Stanley February 2014 - August 2014
UBS July 2013 - July 2013
Infinity Equity Group June 2013 - June 2013
NYU Langone Medical Center June 2010 - May 2013
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Word, Public Speaking, Financial Modeling, Financial Analysis, Economics, Data Analysis
Education
NYU School of Medicine 2015 — 2019
Doctor of Medicine (MD)
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
BBA, Finance and Biochemistry, 3.94
Loren Brandon Loren Brandon's UBS Experience May 2011 - August 2011
Job Production and Operations Analyst at Ultra Petroleum
Industry Oil & Energy
Experience
Ultra Petroleum July 2014 - Present
Chipotle Mexican Grill May 2013 - July 2014
University of Minnesota August 2009 - March 2013
Wells Fargo May 2012 - August 2012
UBS May 2011 - August 2011
Ultra Petroleum 2010 - 2010
Skills
Financial Modeling, Finance, Microsoft Excel, Analysis, Financial Analysis, Valuation, Corporate Finance, Economics, Negotiation, Data Analysis, Leadership, Project Management
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science (BS), Minors in Accounting and Economic Theory, Finance, General
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Ultra Petroleum July 2014 - Present
Chipotle Mexican Grill May 2013 - July 2014
University of Minnesota August 2009 - March 2013
Wells Fargo May 2012 - August 2012
UBS May 2011 - August 2011
Ultra Petroleum 2010 - 2010
Skills
Financial Modeling, Finance, Microsoft Excel, Analysis, Financial Analysis, Valuation, Corporate Finance, Economics, Negotiation, Data Analysis, Leadership, Project Management
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science (BS), Minors in Accounting and Economic Theory, Finance, General
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Gregory Gottsacker Gregory Gottsacker's UBS Experience 2004 - 2006
Job CEO | President | Management Consultant | exit strategy planning | business consulting | small business sales | M&A
Industry Executive Office
Experience
North Star Business Systems 2004 - Present
The Gottesman Company 2012 - 2014
UBS 2004 - 2006
Sunbelt Business Advisors, Inc. 2001 - 2005
B3 DataComm 2000 - 2001
3D Business Solutions 2000 - 2000
EDCO Products, Inc. 1991 - 2000
Investors Bank 1990 - 1991
Norwest Corporation (Wells Fargo) 1979 - 1989
Skills
Business Development, Mergers & Acquisitions, Project Management, Start-ups, Business Analysis, Program Management, Strategic Planning, Leadership, Management Consulting, Executive Management, Small Business, Project Planning, Exit Strategies, Marketing Management, Change Management, Strategy, Vendor Management, Product Marketing, Cross-functional Team..., Operations Management, Agile Methodologies, MS Project, IT Executive Management, E-commerce SEO, Business Process..., Process Management, Organizational Change..., Agile Certified Scrum..., Agile Certified Scrum..., Corporate Strategy..., Strategic Leadership, Start-ups Management, Executive Financial..., Operational Turnaround, Customer Acquisition, Strategic Visionary, P&L Management
Education
University of Minnesota-Twin Cities
Bachelors
North Star Business Systems 2004 - Present
The Gottesman Company 2012 - 2014
UBS 2004 - 2006
Sunbelt Business Advisors, Inc. 2001 - 2005
B3 DataComm 2000 - 2001
3D Business Solutions 2000 - 2000
EDCO Products, Inc. 1991 - 2000
Investors Bank 1990 - 1991
Norwest Corporation (Wells Fargo) 1979 - 1989
Skills
Business Development, Mergers & Acquisitions, Project Management, Start-ups, Business Analysis, Program Management, Strategic Planning, Leadership, Management Consulting, Executive Management, Small Business, Project Planning, Exit Strategies, Marketing Management, Change Management, Strategy, Vendor Management, Product Marketing, Cross-functional Team..., Operations Management, Agile Methodologies, MS Project, IT Executive Management, E-commerce SEO, Business Process..., Process Management, Organizational Change..., Agile Certified Scrum..., Agile Certified Scrum..., Corporate Strategy..., Strategic Leadership, Start-ups Management, Executive Financial..., Operational Turnaround, Customer Acquisition, Strategic Visionary, P&L Management
Education
University of Minnesota-Twin Cities
Bachelors
Mick Wiedrick's UBS Experience June 2004 - February 2007
Job Executive Director ABS and CMBS Syndication J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2007 - Present
Morgan Stanley February 2007 - June 2007
UBS June 2004 - February 2007
Franklin Templeton Investments July 2000 - July 2002
Skills
Finance, Portfolio Management, Fixed Income, Securitization, Banking, Loans, ABS, Capital Markets, Investments, Securities, Financial Modeling
Education
University of Michigan 2002 — 2004
M.S., Quantitative Finance
University of Montana 1997 — 2000
B.A., Mathematics
J.P. Morgan June 2007 - Present
Morgan Stanley February 2007 - June 2007
UBS June 2004 - February 2007
Franklin Templeton Investments July 2000 - July 2002
Skills
Finance, Portfolio Management, Fixed Income, Securitization, Banking, Loans, ABS, Capital Markets, Investments, Securities, Financial Modeling
Education
University of Michigan 2002 — 2004
M.S., Quantitative Finance
University of Montana 1997 — 2000
B.A., Mathematics
Keith Korecky's UBS Experience June 2006 - October 2011
Job Senior Consultant at PSC
Industry Computer Software
Experience
PSC Group LLC October 2011 - Present
UBS June 2006 - October 2011
CBOE 2001 - 2006
CBOE 1999 - 2001
Neumark Technologies Group, Inc 1996 - 1999
Northwestern University 1995 - 1996
Abbott Laboratories 1993 - 1995
Life Fitness 1992 - 1993
Dynatec Systems 1989 - 1992
GRiD Systems 1987 - 1989
Skills
Agile Methodologies, SOA, Spring, Java, Struts, JavaScript, Software Development, XML, Oracle, Java Enterprise Edition, SDLC, JSP, Solution Architecture, SQL, Web Services, Linux, Hibernate, Scrum, Software Design, Tomcat, AJAX, Sybase, Databases, Web Applications, Unix, JavaSE, Weblogic, Servlets, Enterprise Architecture, Websphere, XSLT, Test Driven Development, Agile Project Management, Design Patterns, Software Project..., Object Oriented Design, Eclipse, Subversion, Application Architecture, Architectures
Education
University of Michigan 1982 — 1987
BSEE, Computer Science
PSC Group LLC October 2011 - Present
UBS June 2006 - October 2011
CBOE 2001 - 2006
CBOE 1999 - 2001
Neumark Technologies Group, Inc 1996 - 1999
Northwestern University 1995 - 1996
Abbott Laboratories 1993 - 1995
Life Fitness 1992 - 1993
Dynatec Systems 1989 - 1992
GRiD Systems 1987 - 1989
Skills
Agile Methodologies, SOA, Spring, Java, Struts, JavaScript, Software Development, XML, Oracle, Java Enterprise Edition, SDLC, JSP, Solution Architecture, SQL, Web Services, Linux, Hibernate, Scrum, Software Design, Tomcat, AJAX, Sybase, Databases, Web Applications, Unix, JavaSE, Weblogic, Servlets, Enterprise Architecture, Websphere, XSLT, Test Driven Development, Agile Project Management, Design Patterns, Software Project..., Object Oriented Design, Eclipse, Subversion, Application Architecture, Architectures
Education
University of Michigan 1982 — 1987
BSEE, Computer Science
Sara Pralle's UBS Experience December 2005 - January 2014
Job Institutional Sales at Topeka Capital Markets
Industry Capital Markets
Experience
Topeka Capital Markets, Inc June 2014 - Present
UBS December 2005 - January 2014
JMP Securities June 2003 - December 2005
JMP Securities October 2001 - June 2003
Thomas Weisel Partners June 2000 - August 2001
Dain Rauscher Wessels June 1995 - June 2000
Skills
Equities, Equity Capital Markets, Series 7, Equity Research, Investment Strategies, Financial Markets, Series 63, Capital Markets, Financial Services, Investments, Securities, Asset Allocation, Alternative Investments
Education
University of Minnesota-Twin Cities
BA
Topeka Capital Markets, Inc June 2014 - Present
UBS December 2005 - January 2014
JMP Securities June 2003 - December 2005
JMP Securities October 2001 - June 2003
Thomas Weisel Partners June 2000 - August 2001
Dain Rauscher Wessels June 1995 - June 2000
Skills
Equities, Equity Capital Markets, Series 7, Equity Research, Investment Strategies, Financial Markets, Series 63, Capital Markets, Financial Services, Investments, Securities, Asset Allocation, Alternative Investments
Education
University of Minnesota-Twin Cities
BA
Hetal Mehta's UBS Experience July 1996 - March 1998
Job President & CEO at Northbound, LLC
Industry Outsourcing/Offshoring
Experience
Northbound LLC March 1998 - Present
UBS July 1996 - March 1998
Education
University of Mumbai 1988 — 1992
BE, Electrical Engineering
Northbound LLC March 1998 - Present
UBS July 1996 - March 1998
Education
University of Mumbai 1988 — 1992
BE, Electrical Engineering
Ajay Gulur's UBS Experience May 2005 - December 2005
Job Project Management Consulting
Industry Financial Services
Experience
Barclays Capital September 2006 - April 2010
Guardian Life Insurance January 2006 - July 2006
UBS May 2005 - December 2005
Morgan Stanley February 2005 - April 2005
JPMorganChase December 2000 - May 2003
Chase Cardmember Services August 2000 - November 2000
Education
University of Michigan 1989 — 1991
Biochemistry
Barclays Capital September 2006 - April 2010
Guardian Life Insurance January 2006 - July 2006
UBS May 2005 - December 2005
Morgan Stanley February 2005 - April 2005
JPMorganChase December 2000 - May 2003
Chase Cardmember Services August 2000 - November 2000
Education
University of Michigan 1989 — 1991
Biochemistry
Aadil Farid's UBS Experience 1997 - 2004
Job Partner @ Safa Systems Inc. and Information Technology and Services Consultant
Industry Information Technology and Services
Experience
Bank of America 2005 - Present
Safa Systems Inc. August 1996 - Present
UBS Investment Bank 1997 - 2005
UBS 1997 - 2004
GE Power Generation 1991 - 1993
Skills
SDLC, SQL, Agile Methodologies, Java, Software Development, Business Analysis, Unix, Software Project..., Risk Management, Requirements Analysis, Trading Systems, Derivatives, XML, Project Management, Vendor Management, Integration, Program Management, SOA, IT Strategy
Education
University of Mumbai 1984 — 1988
BE, CIVIL
Bank of America 2005 - Present
Safa Systems Inc. August 1996 - Present
UBS Investment Bank 1997 - 2005
UBS 1997 - 2004
GE Power Generation 1991 - 1993
Skills
SDLC, SQL, Agile Methodologies, Java, Software Development, Business Analysis, Unix, Software Project..., Risk Management, Requirements Analysis, Trading Systems, Derivatives, XML, Project Management, Vendor Management, Integration, Program Management, SOA, IT Strategy
Education
University of Mumbai 1984 — 1988
BE, CIVIL
Brad Farber's UBS Experience March 1997 - March 1999
Job Founder, Portfolio Manager at Atika Capital Management, LLC
Industry Financial Services
Experience
Atika Capital Management, LLC January 2013 - Present
Gilder Gagnon Howe & Co April 1999 - December 2012
UBS March 1997 - March 1999
Skills
Portfolio Management, Stock Picking, Equity Research, Equities, Investments
Education
University of Michigan 1992 — 1996
Bachelor of Arts (B.A.), International Relations
Atika Capital Management, LLC January 2013 - Present
Gilder Gagnon Howe & Co April 1999 - December 2012
UBS March 1997 - March 1999
Skills
Portfolio Management, Stock Picking, Equity Research, Equities, Investments
Education
University of Michigan 1992 — 1996
Bachelor of Arts (B.A.), International Relations
Gregg Moskowitz's UBS Experience May 2000 - May 2003
Job Senior Software Analyst at Cowen and Company
Industry Investment Management
Experience
Cowen and Company February 2010 - Present
Auriga February 2009 - February 2010
Level Global February 2007 - April 2008
Susquehanna International Group 2003 - 2007
UBS May 2000 - May 2003
Skills
Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1989 — 1993
BBA, Accounting
Cowen and Company February 2010 - Present
Auriga February 2009 - February 2010
Level Global February 2007 - April 2008
Susquehanna International Group 2003 - 2007
UBS May 2000 - May 2003
Skills
Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1989 — 1993
BBA, Accounting
Shaun Bava's UBS Experience August 2005 - August 2007
Job Lead Associate at UBS
Industry Computer Software
Experience
UBS Wealth Management 2008 - Present
UBS August 2005 - August 2007
Education
University of Michigan 2001 — 2005
UBS Wealth Management 2008 - Present
UBS August 2005 - August 2007
Education
University of Michigan 2001 — 2005
Melissa Nagus's UBS Experience April 2006 - December 2006
Job Resolution Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Edward Jones February 2011 - February 2013
Edward Jones March 2007 - February 2011
UBS April 2006 - December 2006
Deutsche Bank September 2002 - April 2006
Skills
Applicant Tracking..., College Recruiting, Human Resources, Interviews, Leadership, Onboarding, Recruiting, Talent Acquisition
Education
University of Missouri-Columbia 1997 — 2001
Nerinx Hall 1993 — 1997
Edward Jones February 2013 - Present
Edward Jones February 2011 - February 2013
Edward Jones March 2007 - February 2011
UBS April 2006 - December 2006
Deutsche Bank September 2002 - April 2006
Skills
Applicant Tracking..., College Recruiting, Human Resources, Interviews, Leadership, Onboarding, Recruiting, Talent Acquisition
Education
University of Missouri-Columbia 1997 — 2001
Nerinx Hall 1993 — 1997
Rama Kumanduri's UBS Experience 1997 - 2005
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse October 2005 - Present
Unitarian Universalist Service Committee (UUSC) September 2012 - Present
UBS 1997 - 2005
Columbia University June 1993 - June 1997
Skills
Quantitative Finance, Management, Equity Derivatives, Structured Products, Derivatives, Risk Management, Volatility, Financial Risk, Market Risk, Monte Carlo Simulation, Quantitative Investing, Trading Systems, Equities, Options, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Financial Markets, Trading, Hedge Funds, FX Options, Quantitative Analytics, Portfolio Management
Education
University of Minnesota-Twin Cities 1986 — 1993
Doctor of Philosophy (Ph.D.), Mathematics
IIT, Chennai 1982 — 1982
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Credit Suisse October 2005 - Present
Unitarian Universalist Service Committee (UUSC) September 2012 - Present
UBS 1997 - 2005
Columbia University June 1993 - June 1997
Skills
Quantitative Finance, Management, Equity Derivatives, Structured Products, Derivatives, Risk Management, Volatility, Financial Risk, Market Risk, Monte Carlo Simulation, Quantitative Investing, Trading Systems, Equities, Options, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Financial Markets, Trading, Hedge Funds, FX Options, Quantitative Analytics, Portfolio Management
Education
University of Minnesota-Twin Cities 1986 — 1993
Doctor of Philosophy (Ph.D.), Mathematics
IIT, Chennai 1982 — 1982
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Adam Wasserman's UBS Experience May 2006 - November 2007
Job Vice President at Citigroup
Industry Financial Services
Experience
Citigroup June 2008 - Present
UBS May 2006 - November 2007
Lehman Brothers February 2005 - April 2006
Bear Stearns May 1996 - February 2005
Sakura Global Capital July 1994 - May 1996
Mint Investments March 1987 - July 1994
Singer-Kearfott January 1985 - March 1987
Skills
Perl, Ruby, OOAD, UML, Boost, Sybase, C++, Electronic Trading, Trading Systems, Fixed Income, Equity Trading, Credit Derivatives
Education
University of Michigan 1981 — 1984
BS, Electrical & Computer Engineering
Citigroup June 2008 - Present
UBS May 2006 - November 2007
Lehman Brothers February 2005 - April 2006
Bear Stearns May 1996 - February 2005
Sakura Global Capital July 1994 - May 1996
Mint Investments March 1987 - July 1994
Singer-Kearfott January 1985 - March 1987
Skills
Perl, Ruby, OOAD, UML, Boost, Sybase, C++, Electronic Trading, Trading Systems, Fixed Income, Equity Trading, Credit Derivatives
Education
University of Michigan 1981 — 1984
BS, Electrical & Computer Engineering
Manas Phadnis's UBS Experience June 2007 - August 2007
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs February 2008 - Present
UBS June 2007 - August 2007
Kanbay Software(now part of Capgemini) July 2004 - July 2006
Education
University of Michigan 2006 — 2007
M.S. Financial Engineering, Quantitative Finance
University of Pune 2000 — 2004
B.E. Electronics and Telecommunication
Goldman Sachs February 2008 - Present
UBS June 2007 - August 2007
Kanbay Software(now part of Capgemini) July 2004 - July 2006
Education
University of Michigan 2006 — 2007
M.S. Financial Engineering, Quantitative Finance
University of Pune 2000 — 2004
B.E. Electronics and Telecommunication
Cory Borthwick's UBS Experience January 2013 - May 2013
Job Marketing Consulting Services
Industry Legal Services
Experience
GIft of Adoption 2008 - Present
UBS January 2013 - May 2013
MarketYourLawPractice.com 2009 - 2011
CanDo Professional Marketing Services September 2003 - 2011
Interelate, Inc. 2000 - 2001
Carlson Marketing Group 1999 - 2000
The Thomson Corporation 1987 - 1999
Skills
Marketing Strategy, Marketing, Integrated Marketing, Project Management, New Business Development, Marketing Communications, Management, Market Planning, Small Business, Product Development, Start-ups, Strategy, Entrepreneurship, Email Marketing, E-commerce, Strategic Partnerships, Analytics, Online Marketing, Business Development, Lead Generation, B2B
Education
University of St. Thomas - Opus College of Business 1999 — 2001
MBA
University of Minnesota - Carlson School of Management
BSB, Marketing, Management and Sociology
GIft of Adoption 2008 - Present
UBS January 2013 - May 2013
MarketYourLawPractice.com 2009 - 2011
CanDo Professional Marketing Services September 2003 - 2011
Interelate, Inc. 2000 - 2001
Carlson Marketing Group 1999 - 2000
The Thomson Corporation 1987 - 1999
Skills
Marketing Strategy, Marketing, Integrated Marketing, Project Management, New Business Development, Marketing Communications, Management, Market Planning, Small Business, Product Development, Start-ups, Strategy, Entrepreneurship, Email Marketing, E-commerce, Strategic Partnerships, Analytics, Online Marketing, Business Development, Lead Generation, B2B
Education
University of St. Thomas - Opus College of Business 1999 — 2001
MBA
University of Minnesota - Carlson School of Management
BSB, Marketing, Management and Sociology
Frank Lau's UBS Experience May 2001 - August 2002
Job Assistant Professor of Clinical Surgery & Surgical Director of Regenerative Medicine
Industry Medical Practice
Experience
SImple Milestones, Inc. January 2014 - Present
Louisiana State University August 2014 - Present
Firecracker, Inc. 2009 - Present
Partners Healthcare 2006 - Present
Boston University Department of Biomedical Engineering June 2012 - June 2014
Harvard Stem Cell Institute June 2009 - June 2011
UBS May 2001 - August 2002
Skills
Healthcare, Venture Capital, Clinical Research, Molecular Biology, Medical Education, Lifesciences, Start-ups, Public Speaking, Entrepreneurship, Healthcare Information..., Surgery, Cell, Public Health, Medicine, Informatics, Oncology, Cancer, Epidemiology, Healthcare Management, Hospitals, Plastic Surgery, Tissue Engineering, Stem Cell Research, Neuroscience, Life Sciences
Education
TAS 2005 — 2008
University of Michigan Medical School 2002 — 2006
M.D., Medicine, Surgery
Yale University 1998 — 2001
B.S., Molecular Biochemistry & Biophysics
SImple Milestones, Inc. January 2014 - Present
Louisiana State University August 2014 - Present
Firecracker, Inc. 2009 - Present
Partners Healthcare 2006 - Present
Boston University Department of Biomedical Engineering June 2012 - June 2014
Harvard Stem Cell Institute June 2009 - June 2011
UBS May 2001 - August 2002
Skills
Healthcare, Venture Capital, Clinical Research, Molecular Biology, Medical Education, Lifesciences, Start-ups, Public Speaking, Entrepreneurship, Healthcare Information..., Surgery, Cell, Public Health, Medicine, Informatics, Oncology, Cancer, Epidemiology, Healthcare Management, Hospitals, Plastic Surgery, Tissue Engineering, Stem Cell Research, Neuroscience, Life Sciences
Education
TAS 2005 — 2008
University of Michigan Medical School 2002 — 2006
M.D., Medicine, Surgery
Yale University 1998 — 2001
B.S., Molecular Biochemistry & Biophysics
Shiao-Han Lin's UBS Experience May 2004 - August 2007
Job Travel Consultant
Industry Financial Services
Experience
Valerie Wilson Travel September 2010 - Present
Liberty Travel July 2009 - September 2010
Robert Half International April 2008 - October 2008
UBS May 2004 - August 2007
Ernst & Young September 2000 - May 2004
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
Bachelor of Business Administration, Finance and Computer Information Systems
Valerie Wilson Travel September 2010 - Present
Liberty Travel July 2009 - September 2010
Robert Half International April 2008 - October 2008
UBS May 2004 - August 2007
Ernst & Young September 2000 - May 2004
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
Bachelor of Business Administration, Finance and Computer Information Systems
Frank Epinger's UBS Experience June 1990 - October 2000
Job Managing Director at JP Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
HighTower May 2013 - February 2015
Morgan Stanley Smith Barney October 2000 - April 2013
UBS June 1990 - October 2000
Skills
Investments, Wealth Management, Portfolio Management, Alternative Investments, Management, Asset Allocation, Asset Management, Series 7, Mutual Funds, Equities
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
MBA-Ross School of Business
University of Richmond - Robins School of Business 1985 — 1989
B.S., Finance/Marketing, cum laude
William Allen High School 1982 — 1985
J.P. Morgan March 2015 - Present
HighTower May 2013 - February 2015
Morgan Stanley Smith Barney October 2000 - April 2013
UBS June 1990 - October 2000
Skills
Investments, Wealth Management, Portfolio Management, Alternative Investments, Management, Asset Allocation, Asset Management, Series 7, Mutual Funds, Equities
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
MBA-Ross School of Business
University of Richmond - Robins School of Business 1985 — 1989
B.S., Finance/Marketing, cum laude
William Allen High School 1982 — 1985
Thomas Dickason's UBS Experience 1994 - 1995
Job Senior Developer MBS Analytics at Chase
Industry Financial Services
Experience
Princeton Information Senior Developer - MBS AnalyticsJP MorganChaseJuly 2014 - Present
Credit Suisse 2007 - 2010
Deutsche Asset Management 2007 - 2008
Citigroup 2004 - 2005
Neuberger Berman 1995 - 1996
UBS 1994 - 1995
Skills
Equities, Investment Banking, Project Management, Program Management, SDLC
Education
University of Michigan 1900 — 1900
Princeton Information Senior Developer - MBS AnalyticsJP MorganChaseJuly 2014 - Present
Credit Suisse 2007 - 2010
Deutsche Asset Management 2007 - 2008
Citigroup 2004 - 2005
Neuberger Berman 1995 - 1996
UBS 1994 - 1995
Skills
Equities, Investment Banking, Project Management, Program Management, SDLC
Education
University of Michigan 1900 — 1900
barry hurwitz's UBS Experience January 1998 - September 1999
Job Portfolio Manager/Trader
Industry Financial Services
Experience
Private Investment Vehicle May 2014 - Present
York Group June 2003 - April 2014
HSBC September 1999 - March 2003
UBS January 1998 - September 1999
Salomon Brothers July 1992 - December 1997
Kleinwort Benson February 1987 - July 1992
Prudential Bache Securities December 1985 - February 1987
Skills
Trading, Fixed Income, Capital Markets, Hedge Funds, Equities, Alternative Investments, Risk Management, Investment Banking, Asset Management, Portfolio Management, Investments, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance
Private Investment Vehicle May 2014 - Present
York Group June 2003 - April 2014
HSBC September 1999 - March 2003
UBS January 1998 - September 1999
Salomon Brothers July 1992 - December 1997
Kleinwort Benson February 1987 - July 1992
Prudential Bache Securities December 1985 - February 1987
Skills
Trading, Fixed Income, Capital Markets, Hedge Funds, Equities, Alternative Investments, Risk Management, Investment Banking, Asset Management, Portfolio Management, Investments, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance
Shingmin Lai's UBS Experience 1999 - 2006
Job Investment Management Professional
Industry Investment Management
Experience
Dillon Read Capital Management 2006 - 2007
UBS Investment Bank 1999 - 2006
UBS 1999 - 2006
Contifinancial Services, LLC 1994 - 1998
Credit Suisse First Boston 1991 - 1994
Andersen Consulting 1989 - 1991
Skills
Fixed Income, Hedge Funds, Bonds, Securities, Trading, Investment Banking, Alternative Investments, Derivatives, Securitization, Series 7, Equities, Portfolio Management, MBS, Structured Products, Series 63, Capital Markets, Structured Finance, Asset Management, Valuation
Education
University of Michigan 1985 — 1989
BSE, Industrial & Operations Engineering
Dillon Read Capital Management 2006 - 2007
UBS Investment Bank 1999 - 2006
UBS 1999 - 2006
Contifinancial Services, LLC 1994 - 1998
Credit Suisse First Boston 1991 - 1994
Andersen Consulting 1989 - 1991
Skills
Fixed Income, Hedge Funds, Bonds, Securities, Trading, Investment Banking, Alternative Investments, Derivatives, Securitization, Series 7, Equities, Portfolio Management, MBS, Structured Products, Series 63, Capital Markets, Structured Finance, Asset Management, Valuation
Education
University of Michigan 1985 — 1989
BSE, Industrial & Operations Engineering
Scott Johnston's UBS Experience July 1992 - April 2000
Job Chief Operating Officer at Tower Research Capital
Industry Capital Markets
Experience
Tower Research Capital May 2009 - Present
XO Capital Group, LLC December 2005 - May 2009
Chicago Mercantile Exchange April 2000 - May 2004
UBS July 1992 - April 2000
O'Connor & Associates March 1989 - July 1992
Townsend Analytics August 1987 - March 1989
Education
University of Michigan 1983 — 1987
BGS, focus in Computer Science & Computer Engineering
Tower Research Capital May 2009 - Present
XO Capital Group, LLC December 2005 - May 2009
Chicago Mercantile Exchange April 2000 - May 2004
UBS July 1992 - April 2000
O'Connor & Associates March 1989 - July 1992
Townsend Analytics August 1987 - March 1989
Education
University of Michigan 1983 — 1987
BGS, focus in Computer Science & Computer Engineering
Mark Livingston, CFA's UBS Experience 2006 - 2008
Job Equity Research Analyst at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company May 2010 - Present
UBS 2006 - 2008
Lehman Brothers 2000 - 2004
Skills
Financial Modeling, Valuation, Analysis, Equity Research
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance and Accounting
University of Michigan 1996 — 2000
BBA, Accounting
Glenmede Trust Company May 2010 - Present
UBS 2006 - 2008
Lehman Brothers 2000 - 2004
Skills
Financial Modeling, Valuation, Analysis, Equity Research
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance and Accounting
University of Michigan 1996 — 2000
BBA, Accounting
Jared Beyer's UBS Experience May 2005 - August 2005
Job Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group May 2011 - Present
RBS Greenwich Capital July 2007 - May 2011
Chicago Trading Company June 2006 - August 2006
UBS May 2005 - August 2005
Skills
Bloomberg, Private Equity, Valuation, Financial Modeling, Bonds, Investment Banking, Capital Markets, Hedge Funds, Fixed Income, High Yield, Leveraged Finance
Education
Byram Hills
University of Michigan
University of Michigan - Stephen M. Ross School of Business
B.B.A.
The Carlyle Group May 2011 - Present
RBS Greenwich Capital July 2007 - May 2011
Chicago Trading Company June 2006 - August 2006
UBS May 2005 - August 2005
Skills
Bloomberg, Private Equity, Valuation, Financial Modeling, Bonds, Investment Banking, Capital Markets, Hedge Funds, Fixed Income, High Yield, Leveraged Finance
Education
Byram Hills
University of Michigan
University of Michigan - Stephen M. Ross School of Business
B.B.A.
Mark (Muhammad) Rahman's UBS Experience 1994 - 1996
Job Vice President at Barclays Investment Bank
Industry Computer Software
Experience
Barclays Investment Bank 2013 - Present
Intuit 2012 - 2013
Union Bank 2010 - 2011
Federal Reserve Bank of Dallas 2009 - 2010
Yahoo! 2008 - 2009
Office Depot 2006 - 2007
Saudi Aramco 2004 - 2006
MedImpact 2001 - 2004
Union Bank of California 1997 - 2001
UBS 1994 - 1996
Education
University of Minnesota - Carlson School of Management
MBA
Barclays Investment Bank 2013 - Present
Intuit 2012 - 2013
Union Bank 2010 - 2011
Federal Reserve Bank of Dallas 2009 - 2010
Yahoo! 2008 - 2009
Office Depot 2006 - 2007
Saudi Aramco 2004 - 2006
MedImpact 2001 - 2004
Union Bank of California 1997 - 2001
UBS 1994 - 1996
Education
University of Minnesota - Carlson School of Management
MBA
Scott Finch's UBS Experience 1993 - 1997
Job Senior Deputy Treasurer at Motiva Enterprises LLC
Industry Executive Office
Experience
Motiva Enterprises LLC July 2015 - Present
ION Geophysical August 2012 - July 2015
OceanGeo, an ION Geophysical company March 2014 - September 2014
Consultant April 2009 - May 2012
Pulte Homes, Inc. April 2007 - December 2008
Cooper Standard Automotive November 2004 - March 2007
American Electric Power October 2000 - 2004
BHF-BANK 1997 - 2000
UBS 1993 - 1997
Skills
Capital Markets, Syndications, Risk Management, Credit, Loans, Debt, Structured Finance, Structuring, Mergers, Banking, Strategic Planning, Energy, Insurance, Due Diligence, Corporate Finance, FX, Restructuring, Negotiation, Mergers & Acquisitions, Treasury, Financial Structuring, Management, FX Options, Financial Modeling, Financial Analysis, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA, Finance
Vanderbilt University Law School 1986 — 1989
JD
University of Michigan 1982 — 1986
BGS, Philosophy, Political Science
Traverse City Senior High School
Motiva Enterprises LLC July 2015 - Present
ION Geophysical August 2012 - July 2015
OceanGeo, an ION Geophysical company March 2014 - September 2014
Consultant April 2009 - May 2012
Pulte Homes, Inc. April 2007 - December 2008
Cooper Standard Automotive November 2004 - March 2007
American Electric Power October 2000 - 2004
BHF-BANK 1997 - 2000
UBS 1993 - 1997
Skills
Capital Markets, Syndications, Risk Management, Credit, Loans, Debt, Structured Finance, Structuring, Mergers, Banking, Strategic Planning, Energy, Insurance, Due Diligence, Corporate Finance, FX, Restructuring, Negotiation, Mergers & Acquisitions, Treasury, Financial Structuring, Management, FX Options, Financial Modeling, Financial Analysis, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA, Finance
Vanderbilt University Law School 1986 — 1989
JD
University of Michigan 1982 — 1986
BGS, Philosophy, Political Science
Traverse City Senior High School
Sarah Sherber's UBS Experience 2004 - 2006
Job Managing Director at Couloir Associates
Industry Information Technology and Services
Experience
Couloir Associates October 2014 - Present
RiskMatch.com July 2012 - June 2013
Barclays Capital 2006 - September 2011
UBS 2004 - 2006
Credit Suisse 1997 - 2004
Bear Stearns 1993 - 1997
Goldman Sachs 1990 - 1993
Skills
Trading Systems, Fixed Income, Derivatives, Electronic Trading, Investment Banking, Equities, Market Data, Credit Derivatives, Hedge Funds, Low Latency, Interest Rate..., Capital Markets, Prime Brokerage, Options, Equity Derivatives
Education
University of Michigan
Bachelor of Science (B.S.), Computer Science
Couloir Associates October 2014 - Present
RiskMatch.com July 2012 - June 2013
Barclays Capital 2006 - September 2011
UBS 2004 - 2006
Credit Suisse 1997 - 2004
Bear Stearns 1993 - 1997
Goldman Sachs 1990 - 1993
Skills
Trading Systems, Fixed Income, Derivatives, Electronic Trading, Investment Banking, Equities, Market Data, Credit Derivatives, Hedge Funds, Low Latency, Interest Rate..., Capital Markets, Prime Brokerage, Options, Equity Derivatives
Education
University of Michigan
Bachelor of Science (B.S.), Computer Science
Alli McCartney's UBS Experience August 2015 - Present
Job Managing Director, UBS
Industry Financial Services
Experience
UBS August 2015 - Present
JP Morgan Private Bank December 2008 - August 2015
Lehman Brothers June 2001 - September 2008
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance, International Business
University of Michigan 1994 — 1998
BS, Economics, Spanish Literature
UBS August 2015 - Present
JP Morgan Private Bank December 2008 - August 2015
Lehman Brothers June 2001 - September 2008
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance, International Business
University of Michigan 1994 — 1998
BS, Economics, Spanish Literature
Jeff Richter's UBS Experience February 2002 - December 2002
Job Principal at Energy GPS
Industry Oil & Energy
Experience
Energy GPS April 2009 - Present
Saracen Energy August 2007 - January 2009
Bentek Energy May 2006 - July 2007
Baard Energy July 2003 - April 2006
UBS February 2002 - December 2002
Enron March 1997 - January 2002
Humble ISD August 1992 - February 1997
Skills
Commodity Markets, Petroleum, Risk Management, Derivatives, Energy, Energy Markets, Due Diligence, Energy Policy, Power Generation, Trading, Analysis, Natural Gas, Electricity Markets, Gas, Options, Equities, Financial Analysis, Mergers & Acquisitions, Proprietary Trading, Swaps, Energy Industry, Trading Systems, Commodity, Financial Modeling, Hedging
Education
University of Minnesota-Twin Cities 1987 — 1992
Mathematics Education
Energy GPS April 2009 - Present
Saracen Energy August 2007 - January 2009
Bentek Energy May 2006 - July 2007
Baard Energy July 2003 - April 2006
UBS February 2002 - December 2002
Enron March 1997 - January 2002
Humble ISD August 1992 - February 1997
Skills
Commodity Markets, Petroleum, Risk Management, Derivatives, Energy, Energy Markets, Due Diligence, Energy Policy, Power Generation, Trading, Analysis, Natural Gas, Electricity Markets, Gas, Options, Equities, Financial Analysis, Mergers & Acquisitions, Proprietary Trading, Swaps, Energy Industry, Trading Systems, Commodity, Financial Modeling, Hedging
Education
University of Minnesota-Twin Cities 1987 — 1992
Mathematics Education
Oliver Owens's UBS Experience December 2008 - Present
Job Vice PresidentUBS Financial Services
Industry Financial Services
Experience
UBS December 2008 - Present
Merrill Lynch December 1990 - December 2008
E.F. Hutton December 1984 - December 1990
University of Michigan December 1979 - December 1984
Education
University of Michigan 1974 — 1978
B.A., History
Ann Arbor Pioneer High School 1971 — 1974
UBS December 2008 - Present
Merrill Lynch December 1990 - December 2008
E.F. Hutton December 1984 - December 1990
University of Michigan December 1979 - December 1984
Education
University of Michigan 1974 — 1978
B.A., History
Ann Arbor Pioneer High School 1971 — 1974
David Kuzner's UBS Experience July 2005 - November 2010
Job Retirement Planning Counselor
Industry Financial Services
Experience
Raymond James & Associates, Inc November 2010 - Present
UBS July 2005 - November 2010
Education
University of Michigan-Flint
BBA, Finance, Economics
Raymond James & Associates, Inc November 2010 - Present
UBS July 2005 - November 2010
Education
University of Michigan-Flint
BBA, Finance, Economics
Karen Leder's UBS Experience December 2010 - December 2011
Job Financial Services and Business Development Consultant
Industry Financial Services
Experience
Heart 1st A to Z June 2012 - Present
UBS December 2010 - December 2011
Python Capital Management/Distressed Hedge Fund January 1996 - January 2003
The Salk Institute January 1999 - January 2001
Paine Webber, Inc January 1986 - January 1992
Paine Webber, Inc January 1985 - January 1986
Skills
Hedge Funds, Fundraising, Investment Banking, Sales, Asset Managment, Marketing Strategy, Marketing Communications, Market Research, Product Marketing, Marketing Management, Direct Sales, Business Development, Business Analysis, Business Strategy, Business Intelligence, Public Speaking, Motivational Speaking, Statistics, Econometrics, Economics, Investment Advisory, Real Estate, Real Estate Development, Real Estate Transactions, Property Management..., Private Equity, Private Equity Funding, Brand Development, Brand Management, Corporate Development, Asset Management, Corporate Finance
Education
Harvard Business School 2013 — 2013
Executive Education Program
Columbia University Graduate School of Business
MBA, Finance and Real Estate Finance
University of Michigan
BA, Economics
Heart 1st A to Z June 2012 - Present
UBS December 2010 - December 2011
Python Capital Management/Distressed Hedge Fund January 1996 - January 2003
The Salk Institute January 1999 - January 2001
Paine Webber, Inc January 1986 - January 1992
Paine Webber, Inc January 1985 - January 1986
Skills
Hedge Funds, Fundraising, Investment Banking, Sales, Asset Managment, Marketing Strategy, Marketing Communications, Market Research, Product Marketing, Marketing Management, Direct Sales, Business Development, Business Analysis, Business Strategy, Business Intelligence, Public Speaking, Motivational Speaking, Statistics, Econometrics, Economics, Investment Advisory, Real Estate, Real Estate Development, Real Estate Transactions, Property Management..., Private Equity, Private Equity Funding, Brand Development, Brand Management, Corporate Development, Asset Management, Corporate Finance
Education
Harvard Business School 2013 — 2013
Executive Education Program
Columbia University Graduate School of Business
MBA, Finance and Real Estate Finance
University of Michigan
BA, Economics
Prafull Narnavre's UBS Experience May 2010 - April 2011
Job IT Consultant at MIK Fund Solutions
Industry Information Technology and Services
Experience
MIK Fund Services September 2013 - Present
TD Securities April 2011 - August 2013
UBS May 2010 - April 2011
Merrill Lynch March 2009 - April 2010
Goldman Sachs January 2008 - January 2009
Cantor Fitzgerald June 2007 - December 2007
Ingenix (United Healthcare) January 2007 - June 2007
Kimberly-Clark September 2005 - January 2007
GE Vendor Financial Services January 2005 - August 2005
HCL Technologies September 2003 - October 2004
Skills
SOA, SDLC, WCF, WPF, Agile Methodologies, Requirements Analysis, Software Project..., .NET CLR, C# 3.0, C# 4.0, XML, Web Services, VSTO, MSMQ, Microsoft SQL Server, SWIFT messaging, Design Patterns, Entity Framework, Infragistics, Syncfusion, Charles River IMS, DevExpress Controls, Equities, Financial Modeling, Trading Systems, C#
Education
University of Mumbai
Bachelor's degree, Electrical and Electronics Engineering, Honors
MIK Fund Services September 2013 - Present
TD Securities April 2011 - August 2013
UBS May 2010 - April 2011
Merrill Lynch March 2009 - April 2010
Goldman Sachs January 2008 - January 2009
Cantor Fitzgerald June 2007 - December 2007
Ingenix (United Healthcare) January 2007 - June 2007
Kimberly-Clark September 2005 - January 2007
GE Vendor Financial Services January 2005 - August 2005
HCL Technologies September 2003 - October 2004
Skills
SOA, SDLC, WCF, WPF, Agile Methodologies, Requirements Analysis, Software Project..., .NET CLR, C# 3.0, C# 4.0, XML, Web Services, VSTO, MSMQ, Microsoft SQL Server, SWIFT messaging, Design Patterns, Entity Framework, Infragistics, Syncfusion, Charles River IMS, DevExpress Controls, Equities, Financial Modeling, Trading Systems, C#
Education
University of Mumbai
Bachelor's degree, Electrical and Electronics Engineering, Honors
Toni Bjorklund's UBS Experience August 2006 - September 2008
Job Retired as of May 31, 2012
Industry Financial Services
Experience
U.S. Bank 2008 - Present
Wealth Management at U.S. Bank 2008 - Present
UBS August 2006 - September 2008
UBS Financial Services 2006 - 2008
Piper Jaffray 1998 - 2006
Education
University of Minnesota-Twin Cities 1985 — 1990
Ph.D., Theatre/English
NYU for BA and MA
U.S. Bank 2008 - Present
Wealth Management at U.S. Bank 2008 - Present
UBS August 2006 - September 2008
UBS Financial Services 2006 - 2008
Piper Jaffray 1998 - 2006
Education
University of Minnesota-Twin Cities 1985 — 1990
Ph.D., Theatre/English
NYU for BA and MA
Bob Dinerstein's UBS Experience 1999 - 2004
Job Chairman, Veracity Worldwide, a strategic risk advisory firm for companies doing business in emerging markets
Industry International Affairs
Experience
Veracity Worldwide 2010 - Present
Crossbow Ventures, Inc. 2006 - 2011
Greenberg Traurig PA 2006 - 2008
UBS Investment Bank 1991 - 2006
UBS 1999 - 2004
Skills
Securities, Financial Institutions, Venture Capital, Capital Markets, Due Diligence, Corporate Governance, Emerging Markets, Investment Banking, Structured Finance, Hedge Funds, Private Equity, Restructuring, Mergers & Acquisitions, Risk Management, Strategic Planning, Strategy, Investments, Management Consulting, Management, Financial Services
Education
University of Michigan Law School 1963 — 1966
JD, Law
Harvard College, University of Michigan Law School
Veracity Worldwide 2010 - Present
Crossbow Ventures, Inc. 2006 - 2011
Greenberg Traurig PA 2006 - 2008
UBS Investment Bank 1991 - 2006
UBS 1999 - 2004
Skills
Securities, Financial Institutions, Venture Capital, Capital Markets, Due Diligence, Corporate Governance, Emerging Markets, Investment Banking, Structured Finance, Hedge Funds, Private Equity, Restructuring, Mergers & Acquisitions, Risk Management, Strategic Planning, Strategy, Investments, Management Consulting, Management, Financial Services
Education
University of Michigan Law School 1963 — 1966
JD, Law
Harvard College, University of Michigan Law School
John Waldock's UBS Experience May 1999 - May 2000
Job Director at Lazard
Industry Financial Services
Experience
Lazard 2003 - 2012
LaBranche & Co. April 2002 - May 2003
Credit Suisse May 2000 - November 2001
UBS May 1999 - May 2000
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB Finance
Lazard 2003 - 2012
LaBranche & Co. April 2002 - May 2003
Credit Suisse May 2000 - November 2001
UBS May 1999 - May 2000
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB Finance
Stephen Shankman's UBS Experience 2010 - 2012
Job Healthcare I/T Investment Banking at Marlin & Associates
Industry Financial Services
Experience
Marlin & Associates 2013 - Present
UBS 2010 - 2012
Natixis 2004 - 2009
Carret Asset Management 2003 - 2004
Bernstein Investment Research and Management 2000 - 2002
Lehman Brothers 1998 - 2000
Skills
Equity Research, Valuation, Financial Modeling, Investment Management, Healthcare Industry, Healthcare Information..., Investments, Hedge Funds, Mergers & Acquisitions, Investment Banking, Portfolio Management, Bloomberg, Banking, Trading, Finance
Education
NYU Stern School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and Marketing
University of Michigan 1994 — 1998
Bachelor's degree, Psychology and Pre-Med
Marlin & Associates 2013 - Present
UBS 2010 - 2012
Natixis 2004 - 2009
Carret Asset Management 2003 - 2004
Bernstein Investment Research and Management 2000 - 2002
Lehman Brothers 1998 - 2000
Skills
Equity Research, Valuation, Financial Modeling, Investment Management, Healthcare Industry, Healthcare Information..., Investments, Hedge Funds, Mergers & Acquisitions, Investment Banking, Portfolio Management, Bloomberg, Banking, Trading, Finance
Education
NYU Stern School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and Marketing
University of Michigan 1994 — 1998
Bachelor's degree, Psychology and Pre-Med
Chin Liu's UBS Experience 1997 - 1999
Job Investment Management Professional
Industry Investment Management
Experience
Citadel Investment Group 2008 - 2009
Barclays Global Investors 2006 - 2008
Federal Reserve Bank of Chicago 2005 - 2006
Federal Reserve Bank of Chicago 2000 - 2002
UBS 1997 - 1999
Education
University of Michigan 2002 — 2005
MA, Economics
The University of Chicago 1993 — 1997
BA, Economics
Citadel Investment Group 2008 - 2009
Barclays Global Investors 2006 - 2008
Federal Reserve Bank of Chicago 2005 - 2006
Federal Reserve Bank of Chicago 2000 - 2002
UBS 1997 - 1999
Education
University of Michigan 2002 — 2005
MA, Economics
The University of Chicago 1993 — 1997
BA, Economics
Ann M King's UBS Experience June 2000 - July 2005
Job Account Executive at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group March 2007 - Present
UnitedHealth Group January 2006 - March 2007
UBS June 2000 - July 2005
AFSCME Council 96 January 1997 - June 2000
Law Enforcement Labor Services, Inc. January 1992 - January 1997
Skills
Social Media, Customer Service, Microsoft Office, Team Building, Microsoft Excel, Public Speaking, Research, Sales, Employee Benefits, PowerPoint
Education
University of Minnesota Duluth 1995 — 1999
Bachelor's Degree, Business Admin/Human Resource Management
UnitedHealth Group March 2007 - Present
UnitedHealth Group January 2006 - March 2007
UBS June 2000 - July 2005
AFSCME Council 96 January 1997 - June 2000
Law Enforcement Labor Services, Inc. January 1992 - January 1997
Skills
Social Media, Customer Service, Microsoft Office, Team Building, Microsoft Excel, Public Speaking, Research, Sales, Employee Benefits, PowerPoint
Education
University of Minnesota Duluth 1995 — 1999
Bachelor's Degree, Business Admin/Human Resource Management
Anna Neumann's UBS Experience July 2010 - Present
Job Financial Services
Industry Financial Services
Experience
UBS July 2010 - Present
UBS Financial Services July 2008 - June 2010
UBS Financial Services September 2006 - May 2008
Greater Twin Cities United Way January 2006 - May 2006
Education
University of Minnesota - Carlson School of Management 2004 — 2008
B.S.B, Finance, Marketing, Entrepreneurial Management
UBS July 2010 - Present
UBS Financial Services July 2008 - June 2010
UBS Financial Services September 2006 - May 2008
Greater Twin Cities United Way January 2006 - May 2006
Education
University of Minnesota - Carlson School of Management 2004 — 2008
B.S.B, Finance, Marketing, Entrepreneurial Management
Brendan Cusick's UBS Experience 1999 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS 1999 - Present
Skills
Series 7, Equities, Prime Brokerage, Equity Derivatives, Securities Lending, Convertible Bonds, Collateral Management
Education
University of Chicago 2006 — 2010
Master of Science, Financial Mathematics
University of Michigan 1995 — 1999
Bachelor of Science, Mathematics
UBS 1999 - Present
Skills
Series 7, Equities, Prime Brokerage, Equity Derivatives, Securities Lending, Convertible Bonds, Collateral Management
Education
University of Chicago 2006 — 2010
Master of Science, Financial Mathematics
University of Michigan 1995 — 1999
Bachelor of Science, Mathematics
George Stien, CFA's UBS Experience July 2002 - December 2005
Job Partner and Senior Analyst at Corre Partners Management, LLC
Industry Investment Management
Experience
Corre Partners Management, LLC August 2009 - Present
BNP Paribas January 2006 - May 2008
UBS July 2002 - December 2005
Education
University of Michigan Business School 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Corre Partners Management, LLC August 2009 - Present
BNP Paribas January 2006 - May 2008
UBS July 2002 - December 2005
Education
University of Michigan Business School 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Steve Gasper's UBS Experience President,CEOFirst of Michigan CorporationApril 1994 - June 1996
Job Sr Vice President at UBS
Industry Financial Services
Experience
UBS President,CEOFirst of Michigan CorporationApril 1994 - June 1996
Fidelity Investments September 1989 - March 1994
Education
University of Michigan - Stephen M. Ross School of Business 1965 — 1971
BBA,MBA, Finance/Marketing
UBS President,CEOFirst of Michigan CorporationApril 1994 - June 1996
Fidelity Investments September 1989 - March 1994
Education
University of Michigan - Stephen M. Ross School of Business 1965 — 1971
BBA,MBA, Finance/Marketing
Brian Bissell's UBS Experience February 2007 - November 2009
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2009 - Present
UBS February 2007 - November 2009
Citi December 1999 - February 2007
Textron 1998 - 1999
Textron 1985 - 1998
United States Marine Corps 1974 - 1976
Skills
Certified Financial..., Customer Service, Strategic Planning, Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching
Education
University of Michigan-Flint 1976 — 1979
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Western Michigan University 1972 — 1973
Wells Fargo Advisors November 2009 - Present
UBS February 2007 - November 2009
Citi December 1999 - February 2007
Textron 1998 - 1999
Textron 1985 - 1998
United States Marine Corps 1974 - 1976
Skills
Certified Financial..., Customer Service, Strategic Planning, Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching
Education
University of Michigan-Flint 1976 — 1979
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Western Michigan University 1972 — 1973
Harpreet Oberoi's UBS Experience November 2010 - December 2010
Job Product Development
Industry Mechanical or Industrial Engineering
Experience
Roush Industries June 2013 - Present
Ford Motor Company May 2011 - March 2013
UBS November 2010 - December 2010
Skills
FMEA, PPAP, Catia, Lean Manufacturing, Automotive, Root Cause Analysis, Finite Element Analysis, Solidworks, Engineering, Matlab, Pro Engineer, Six Sigma, Unigraphics, Engineering Management, Minitab, APQP, CAD, DFMEA, GD&T, Automotive Engineering
Education
University of Michigan
Bachelors, Mechanical Engineering and Minor in Economics
Roush Industries June 2013 - Present
Ford Motor Company May 2011 - March 2013
UBS November 2010 - December 2010
Skills
FMEA, PPAP, Catia, Lean Manufacturing, Automotive, Root Cause Analysis, Finite Element Analysis, Solidworks, Engineering, Matlab, Pro Engineer, Six Sigma, Unigraphics, Engineering Management, Minitab, APQP, CAD, DFMEA, GD&T, Automotive Engineering
Education
University of Michigan
Bachelors, Mechanical Engineering and Minor in Economics
Dennis Oleszkowicz, CPM's UBS Experience 2003 - Present
Job First Vice PresidentInvestments, Portfolio Manager at UBS
Industry Financial Services
Experience
UBS 2003 - Present
Smith Barney 1980 - 2003
Merrill Lynch 1977 - 1980
Education
University of Michigan
BBA, Finance and Financial Management Services
UBS 2003 - Present
Smith Barney 1980 - 2003
Merrill Lynch 1977 - 1980
Education
University of Michigan
BBA, Finance and Financial Management Services
Jonathan Sabin's UBS Experience 1996 - 1998
Job President at Sabin Metal Corporation
Industry Mining & Metals
Experience
Sabin Metal Corp. 2000 - Present
UBS 1996 - 1998
Skills
Gold, Silver, Precious Metals, Mining, Management, Metallurgy, Commodity, Negotiation, Customer Service, Procurement, Sales, Platinum, Investments, Metals, Minerals, Process Engineering, Technical Analysis, Operations Management, Strategic Planning, Options, Base Metals, Refining, Chemical Engineering, Trading, Team Building, MD&A, Process Optimization, Risk Management, Petroleum, Energy
Education
University of Michigan 1991 — 1995
Sabin Metal Corp. 2000 - Present
UBS 1996 - 1998
Skills
Gold, Silver, Precious Metals, Mining, Management, Metallurgy, Commodity, Negotiation, Customer Service, Procurement, Sales, Platinum, Investments, Metals, Minerals, Process Engineering, Technical Analysis, Operations Management, Strategic Planning, Options, Base Metals, Refining, Chemical Engineering, Trading, Team Building, MD&A, Process Optimization, Risk Management, Petroleum, Energy
Education
University of Michigan 1991 — 1995
Jenny Berra's UBS Experience April 2006 - July 2008
Job Senior Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2008 - Present
UBS April 2006 - July 2008
Education
University of Minnesota-Twin Cities 1993 — 1997
B.A. English
Morgan Stanley Smith Barney July 2008 - Present
UBS April 2006 - July 2008
Education
University of Minnesota-Twin Cities 1993 — 1997
B.A. English
selden martin's UBS Experience September 2011 - Present
Job executive director at UBS
Industry Financial Services
Experience
UBS September 2011 - Present
Education
University of Missouri-Columbia 1976 — 1982
bsba and mba, finance
UBS September 2011 - Present
Education
University of Missouri-Columbia 1976 — 1982
bsba and mba, finance
Joel Ehrhardt's UBS Experience February 2012 - Present
Job Registered Client Service Associate, RP at UBS Financial Services
Industry Investment Management
Experience
UBS February 2012 - Present
Education
University of Michigan-Dearborn 2006 — 2012
BBA, Finance & Financial Reporting and Accounting
UBS February 2012 - Present
Education
University of Michigan-Dearborn 2006 — 2012
BBA, Finance & Financial Reporting and Accounting
Akshay Walia's UBS Experience July 2010 - September 2010
Job Business Intelligence Business Analyst at Title Source
Industry Information Technology and Services
Experience
Title Source September 2014 - Present
MRI Software LLC January 2013 - August 2014
MRI Software LLC August 2012 - January 2013
UBS July 2010 - September 2010
Skills
Business Analysis, Requirements Gathering, SQL, Agile Methodologies, SDLC, SharePoint, Microsoft SQL Server, Software Project..., Software Implementation, Software Documentation, Visio, SaaS, Scrum, Software Development, Microsoft Visio, Agile Project Management, Enterprise Software, Requirements Analysis, CRM, Salesforce.com, Business Intelligence, Microsoft Office, Analysis, Testing, Microsoft Excel
Education
University of Michigan 2008 — 2012
Bachelors degree, Economics
Title Source September 2014 - Present
MRI Software LLC January 2013 - August 2014
MRI Software LLC August 2012 - January 2013
UBS July 2010 - September 2010
Skills
Business Analysis, Requirements Gathering, SQL, Agile Methodologies, SDLC, SharePoint, Microsoft SQL Server, Software Project..., Software Implementation, Software Documentation, Visio, SaaS, Scrum, Software Development, Microsoft Visio, Agile Project Management, Enterprise Software, Requirements Analysis, CRM, Salesforce.com, Business Intelligence, Microsoft Office, Analysis, Testing, Microsoft Excel
Education
University of Michigan 2008 — 2012
Bachelors degree, Economics
Terry Roth's UBS Experience 2000 - March 2013
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
UBS 2000 - March 2013
Skills
Equities, Investments
Education
Walsh College of Accountancy and Business Administration 1991 — 1994
Master's degree, Finance, General, 3.8
University of Michigan 1980 — 1982
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.4
Wells Fargo Advisors February 2014 - Present
UBS 2000 - March 2013
Skills
Equities, Investments
Education
Walsh College of Accountancy and Business Administration 1991 — 1994
Master's degree, Finance, General, 3.8
University of Michigan 1980 — 1982
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.4
Elliot Peck's UBS Experience July 2015 - August 2015
Job Summer Analyst at UBS
Industry
Experience
UBS July 2015 - August 2015
Gail & Rice May 2014 - August 2014
Gail & Rice July 2013 - August 2013
University of Michigan May 2013 - July 2013
Boyne Country Sports 2010 - 2011
Skills
Graphic Design, Cinematography, Creative Solutions, Marketing, Public Speaking, Photoshop, Economics, Final Cut Pro
Education
University of Michigan 2012 — 2016
Economics & History
Detroit Country Day High School 2008 — 2012
UBS July 2015 - August 2015
Gail & Rice May 2014 - August 2014
Gail & Rice July 2013 - August 2013
University of Michigan May 2013 - July 2013
Boyne Country Sports 2010 - 2011
Skills
Graphic Design, Cinematography, Creative Solutions, Marketing, Public Speaking, Photoshop, Economics, Final Cut Pro
Education
University of Michigan 2012 — 2016
Economics & History
Detroit Country Day High School 2008 — 2012
Richard Bechhold's UBS Experience December 2007 - April 2008
Job Sales SpecialistFlooring at Lowe's Companies, Inc.
Industry Individual & Family Services
Experience
Lowe's Companies, Inc. October 2014 - Present
The Village Family Service Center August 2009 - May 2014
UBS December 2007 - April 2008
Alerus Financial 2002 - 2007
Silvermans August 1997 - April 2002
Skills
Certified Consumer..., Certified Housing..., Nonprofits, Conflict Resolution, Community Outreach, Fundraising, Public Speaking, Event Planning, Strategic Planning, Medicaid, Medicare, Sales, Customer Service, Microsoft Excel, Microsoft Word, Team Building, Microsoft Office
Education
University of Minnesota-Crookston 1994 — 1997
Bachelor of Science (BS), Business Managment
Lowe's Companies, Inc. October 2014 - Present
The Village Family Service Center August 2009 - May 2014
UBS December 2007 - April 2008
Alerus Financial 2002 - 2007
Silvermans August 1997 - April 2002
Skills
Certified Consumer..., Certified Housing..., Nonprofits, Conflict Resolution, Community Outreach, Fundraising, Public Speaking, Event Planning, Strategic Planning, Medicaid, Medicare, Sales, Customer Service, Microsoft Excel, Microsoft Word, Team Building, Microsoft Office
Education
University of Minnesota-Crookston 1994 — 1997
Bachelor of Science (BS), Business Managment
Andrew Mortenson's UBS Experience May 2014 - August 2014
Job Summer Intern at UBS
Industry Financial Services
Experience
Experitec Inc. June 2015 - Present
UBS May 2014 - August 2014
Skills
Investment Banking, PowerPoint
Education
University of Missouri-Columbia 2011 — 2015
Bachelor’s Degree, Emphasis: Finance and Banking
Experitec Inc. June 2015 - Present
UBS May 2014 - August 2014
Skills
Investment Banking, PowerPoint
Education
University of Missouri-Columbia 2011 — 2015
Bachelor’s Degree, Emphasis: Finance and Banking
Curtis Person's UBS Experience December 2014 - Present
Job Recent Graduate of University of Mississippi
Industry Investment Banking
Experience
UBS December 2014 - Present
Farris Bobango 2012 - 2013
Skills
Legal Writing, Corporate Governance, PowerPoint, Social Media, Social Networking
Education
University of Mississippi 2010 — 2014
Bachelor of Business Administration (B.B.A.), Banking and Finance
UBS December 2014 - Present
Farris Bobango 2012 - 2013
Skills
Legal Writing, Corporate Governance, PowerPoint, Social Media, Social Networking
Education
University of Mississippi 2010 — 2014
Bachelor of Business Administration (B.B.A.), Banking and Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.