UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
UBS List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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UBS Employees
Employee
Years
Job
Industry
Brian Mojica Brian Mojica's UBS Experience May 2015 - Present
Job Intern at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2015 - Present
Genesco November 2011 - April 2013
Education
University of North Florida 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Financial Services
UBS May 2015 - Present
Genesco November 2011 - April 2013
Education
University of North Florida 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Financial Services
Gregory Feltes Gregory Feltes's UBS Experience June 2007 - August 2007
Job Financial Planning and Analysis at Sonic Automotive
Industry Real Estate
Experience
Sonic Automotive January 2013 - Present
Jones Lang LaSalle August 2011 - January 2013
International Business Machines July 2008 - August 2011
International Business Machines 2008 - 2011
International Business Machines 2008 - 2011
IBM 2008 - 2011
UBS June 2007 - August 2007
Greensboro Grasshoppers May 2006 - August 2007
Skills
Budgeting, Variance Analysis, Forecasting, Financial Analysis, Lotus Notes, Data Analysis, Sales, Business Strategy, Management, Analysis, Process Improvement, Finance, Corporate Finance, Budgets, Financial Forecasting, Financial Modeling, Strategic Financial..., Access, Accounting, Business Analysis, Business Process..., Essbase, Financial Reporting, Hyperion Enterprise, Risk Management, Valuation, Financial Planning, Hyperion
Education
University of North Carolina at Greensboro 2004 — 2008
Bachelors, Finance, Economics
St. Ignatius High School 2000 — 2004
Sonic Automotive January 2013 - Present
Jones Lang LaSalle August 2011 - January 2013
International Business Machines July 2008 - August 2011
International Business Machines 2008 - 2011
International Business Machines 2008 - 2011
IBM 2008 - 2011
UBS June 2007 - August 2007
Greensboro Grasshoppers May 2006 - August 2007
Skills
Budgeting, Variance Analysis, Forecasting, Financial Analysis, Lotus Notes, Data Analysis, Sales, Business Strategy, Management, Analysis, Process Improvement, Finance, Corporate Finance, Budgets, Financial Forecasting, Financial Modeling, Strategic Financial..., Access, Accounting, Business Analysis, Business Process..., Essbase, Financial Reporting, Hyperion Enterprise, Risk Management, Valuation, Financial Planning, Hyperion
Education
University of North Carolina at Greensboro 2004 — 2008
Bachelors, Finance, Economics
St. Ignatius High School 2000 — 2004
Christine Mills Christine Mills's UBS Experience May 2014 - December 2014
Job Comcast Recruiter
Industry Staffing and Recruiting
Experience
Comcast December 2014 - Present
UBS May 2014 - December 2014
McKesson July 2013 - June 2014
PHH Corporation August 2010 - June 2013
PHH Corporation August 2010 - June 2013
Preferable Staffing September 2009 - April 2010
Florida Automotive Restyling August 2008 - May 2009
H Design September 2006 - October 2007
Tree of Life September 2005 - September 2006
Randstad June 2002 - September 2005
Skills
College Recruiting, Screening, Job Fairs, Interviews, Coaching, Talent Acquisition, Sourcing, Recruiting, Full-life Cycle..., Internet Recruiting, Employer Branding, Temporary Staffing, Permanent Staffing, Corporate Finance, Human Resources, Networking, Cold Calling, New Hire Orientations, Investments, Mortgage Servicing, Sales, Corporate Recruiting, Applicant Tracking..., Onboarding, Talent Management, Hiring, Leadership
Education
University of North Florida
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Comcast December 2014 - Present
UBS May 2014 - December 2014
McKesson July 2013 - June 2014
PHH Corporation August 2010 - June 2013
PHH Corporation August 2010 - June 2013
Preferable Staffing September 2009 - April 2010
Florida Automotive Restyling August 2008 - May 2009
H Design September 2006 - October 2007
Tree of Life September 2005 - September 2006
Randstad June 2002 - September 2005
Skills
College Recruiting, Screening, Job Fairs, Interviews, Coaching, Talent Acquisition, Sourcing, Recruiting, Full-life Cycle..., Internet Recruiting, Employer Branding, Temporary Staffing, Permanent Staffing, Corporate Finance, Human Resources, Networking, Cold Calling, New Hire Orientations, Investments, Mortgage Servicing, Sales, Corporate Recruiting, Applicant Tracking..., Onboarding, Talent Management, Hiring, Leadership
Education
University of North Florida
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Jeff Eason Jeff Eason's UBS Experience May 2007 - August 2008
Job Fixed Income Analyst at Aflac Global Investments
Industry Investment Banking
Experience
Aflac Global Investments March 2015 - Present
Deutsche Bank April 2012 - March 2015
SunTrust Robinson Humphrey June 2010 - April 2012
Wells Fargo Advisors May 2009 - August 2009
UBS May 2007 - August 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
Business Administration, Finance
Aflac Global Investments March 2015 - Present
Deutsche Bank April 2012 - March 2015
SunTrust Robinson Humphrey June 2010 - April 2012
Wells Fargo Advisors May 2009 - August 2009
UBS May 2007 - August 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
Business Administration, Finance
Tim Oates, CFP®'s UBS Experience January 2014 - Present
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS January 2014 - Present
UBS November 2004 - December 2013
Skills
CFP®, Asset Allocation, Retirement Planning, Series 7, Wealth Management, Fixed Income
Education
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance and Computer Applications
UBS January 2014 - Present
UBS November 2004 - December 2013
Skills
CFP®, Asset Allocation, Retirement Planning, Series 7, Wealth Management, Fixed Income
Education
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance and Computer Applications
Chad L. Schaller's UBS Experience 2005 - 2007
Job The Private Bank & Trust Company, Managing Director
Industry Banking
Experience
The Private Bank And Trust Company April 2014 - Present
Wells Fargo Bank August 2007 - April 2014
UBS 2005 - 2007
Security National Bank: Sioux City, IA May 2001 - August 2005
Skills
Investments, Finance, Asset Management, Financial Services, Business Development, Commercial Banking, Cash Management, New Business Development, Middle Market, Real Estate, Commercial Real Estate, Commercial Lending, Portfolio Management, Credit, Asset Based Lending, Private Banking, Loans, Credit Analysis, Asset Managment, Banking, Aircraft Finance, Insurance, Mergers & Acquisitions, Financial Analysis
Education
Wells Fargo Wholesale University 2008 — 2008
CMTP, Middle Market Commercial Lending
University of Northern Iowa 1994 — 1998
Bachelor of Science
The Private Bank And Trust Company April 2014 - Present
Wells Fargo Bank August 2007 - April 2014
UBS 2005 - 2007
Security National Bank: Sioux City, IA May 2001 - August 2005
Skills
Investments, Finance, Asset Management, Financial Services, Business Development, Commercial Banking, Cash Management, New Business Development, Middle Market, Real Estate, Commercial Real Estate, Commercial Lending, Portfolio Management, Credit, Asset Based Lending, Private Banking, Loans, Credit Analysis, Asset Managment, Banking, Aircraft Finance, Insurance, Mergers & Acquisitions, Financial Analysis
Education
Wells Fargo Wholesale University 2008 — 2008
CMTP, Middle Market Commercial Lending
University of Northern Iowa 1994 — 1998
Bachelor of Science
PATRICE WRAGE PATRICE WRAGE's UBS Experience March 1998 - March 2001
Job Marketing Manager at Lucy's
Industry Retail
Experience
Lucy's September 2008 - Present
Lillian August Designs, Inc March 2001 - March 2002
UBS March 1998 - March 2001
Education
University of New Hampshire
Lucy's September 2008 - Present
Lillian August Designs, Inc March 2001 - March 2002
UBS March 1998 - March 2001
Education
University of New Hampshire
Bo Brandt Bo Brandt's UBS Experience June 2011 - August 2011
Job Associate at Capital Group
Industry Financial Services
Experience
Capital Group March 2015 - Present
Goldman Sachs June 2013 - March 2015
SunTrust Robinson Humphrey June 2012 - June 2013
UBS June 2011 - August 2011
CapTrust Financial Advisors June 2010 - February 2011
Skills
Financial Modeling, Structured Products, Investment Banking, Bloomberg, Valuation, Financial Analysis, Series 7
Education
University of North Carolina at Chapel Hill
BS, Business Administration
Capital Group March 2015 - Present
Goldman Sachs June 2013 - March 2015
SunTrust Robinson Humphrey June 2012 - June 2013
UBS June 2011 - August 2011
CapTrust Financial Advisors June 2010 - February 2011
Skills
Financial Modeling, Structured Products, Investment Banking, Bloomberg, Valuation, Financial Analysis, Series 7
Education
University of North Carolina at Chapel Hill
BS, Business Administration
Dan Lindstrom Dan Lindstrom's UBS Experience October 2010 - Present
Job Sr. VP Financial Advisor at UBS
Industry Financial Services
Experience
UBS October 2010 - Present
Morgan Stanley May 2004 - October 2010
Piper Jaffray September 1994 - May 2004
Skills
Investments
Education
University of Nebraska-Lincoln 1976 — 1980
UBS October 2010 - Present
Morgan Stanley May 2004 - October 2010
Piper Jaffray September 1994 - May 2004
Skills
Investments
Education
University of Nebraska-Lincoln 1976 — 1980
Christopher Toth Christopher Toth's UBS Experience January 2014 - Present
Job Senior Vice President Wealth Management, CFP ® UBS Financial Services Inc
Industry Financial Services
Experience
UBS January 2014 - Present
Wells Fargo Advisors January 1999 - January 2014
Skills
Series 7, Series 63, Series 65, Certified Financial...
Education
University of Nebraska-Lincoln 1988 — 1992
UBS January 2014 - Present
Wells Fargo Advisors January 1999 - January 2014
Skills
Series 7, Series 63, Series 65, Certified Financial...
Education
University of Nebraska-Lincoln 1988 — 1992
John Stacy John Stacy's UBS Experience 1989 - 1992
Job Managing Director at BBVA Compass
Industry Banking
Experience
BBVA Compass January 2014 - Present
BBVA Compass December 2011 - January 2014
Crosswell Realty Partners October 2009 - June 2011
Manhattan Meyerson Berry August 2006 - October 2009
BNP Paribas August 1992 - July 2006
UBS 1989 - 1992
Skills
Underwriting, Business Development, Commercial Real Estate, Capital Markets, Banking, Mergers & Acquisitions, Management, Due Diligence, Structured Finance, Finance, Insurance, Investments, Derivatives, Funding, Leadership, Portfolio Management, Credit, Real Estate, CRM, Marketing, Training, Team Leadership, Investment Banking, Credit Risk, Cross Selling, Investment Properties, Business Intelligence, Budgets, Mergers, Treasury Management, Risk Management, Entrepreneurship, Selling, Fixed Income, Credit Analysis
Education
University of North Texas 1982 — 1986
General Business, Management & Finance
BBVA Compass January 2014 - Present
BBVA Compass December 2011 - January 2014
Crosswell Realty Partners October 2009 - June 2011
Manhattan Meyerson Berry August 2006 - October 2009
BNP Paribas August 1992 - July 2006
UBS 1989 - 1992
Skills
Underwriting, Business Development, Commercial Real Estate, Capital Markets, Banking, Mergers & Acquisitions, Management, Due Diligence, Structured Finance, Finance, Insurance, Investments, Derivatives, Funding, Leadership, Portfolio Management, Credit, Real Estate, CRM, Marketing, Training, Team Leadership, Investment Banking, Credit Risk, Cross Selling, Investment Properties, Business Intelligence, Budgets, Mergers, Treasury Management, Risk Management, Entrepreneurship, Selling, Fixed Income, Credit Analysis
Education
University of North Texas 1982 — 1986
General Business, Management & Finance
Kurt Fisher's UBS Experience June 2012 - August 2012
Job Associate Financial Analyst Abercrombie & Fitch
Industry Retail
Experience
Abercrombie & Fitch June 2013 - Present
Notre Dame Federal Credit Union March 2011 - May 2013
UBS June 2012 - August 2012
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Abercrombie & Fitch June 2013 - Present
Notre Dame Federal Credit Union March 2011 - May 2013
UBS June 2012 - August 2012
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Hana Dinh's UBS Experience November 2010 - February 2011
Job Product Specialist at Cornerstone OnDemand
Industry Information Technology and Services
Experience
Cornerstone OnDemand May 2014 - Present
University of New South Wales July 2013 - November 2013
Goldman Sachs July 2012 - December 2012
Citi January 2012 - June 2012
University of New South Wales March 2011 - August 2011
UBS November 2010 - February 2011
Skills
Financial Markets, Bloomberg, Financial Modeling, Investment Banking, Valuation, Fixed Income, Financial Analysis
Education
University of New South Wales 2010 — 2013
Bachelor of Commerce (B.Com.), Finance Honours
University of North Carolina at Chapel Hill 2011 — 2011
International Exchange, Finance
PLC
Cornerstone OnDemand May 2014 - Present
University of New South Wales July 2013 - November 2013
Goldman Sachs July 2012 - December 2012
Citi January 2012 - June 2012
University of New South Wales March 2011 - August 2011
UBS November 2010 - February 2011
Skills
Financial Markets, Bloomberg, Financial Modeling, Investment Banking, Valuation, Fixed Income, Financial Analysis
Education
University of New South Wales 2010 — 2013
Bachelor of Commerce (B.Com.), Finance Honours
University of North Carolina at Chapel Hill 2011 — 2011
International Exchange, Finance
PLC
Malcolm Waltz Malcolm Waltz's UBS Experience March 2005 - July 2007
Job Senior Systems Engineer at LinkedIn
Industry Internet
Experience
LinkedIn October 2013 - Present
JDA Software May 2012 - October 2013
University of the Pacific August 2007 - May 2012
UBS March 2005 - July 2007
Skills
Email Deliverability, Message Systems Momentum, SMTP, Postfix, DNS, Linux, FreeBSD, Solaris, Unix, Perl, System Administration, Linux System..., OS X, Servers, Networking, Hardware, ZFS, RHEL, Sendmail, Mac OS X Server, OpenBSD, CentOS, Bash, Unix Systems..., Mac OS X, Solaris Zones, NetBSD, Mailman, DNS management, NFS, Apache 2, Samba, iSCSI, Sed, Awk, Bind, HP-UX, SPARC, Apache, Solaris 9, Solaris 10, Solaris 11, FreeBSD jails, HPUX, Sympa, ISC DHCPD, Sun SPARC, Shell Scripting, Cloud Computing
Education
University of New Haven 1996 — 2004
Computer Science
Lower Merion High School 1992 — 1996
LinkedIn October 2013 - Present
JDA Software May 2012 - October 2013
University of the Pacific August 2007 - May 2012
UBS March 2005 - July 2007
Skills
Email Deliverability, Message Systems Momentum, SMTP, Postfix, DNS, Linux, FreeBSD, Solaris, Unix, Perl, System Administration, Linux System..., OS X, Servers, Networking, Hardware, ZFS, RHEL, Sendmail, Mac OS X Server, OpenBSD, CentOS, Bash, Unix Systems..., Mac OS X, Solaris Zones, NetBSD, Mailman, DNS management, NFS, Apache 2, Samba, iSCSI, Sed, Awk, Bind, HP-UX, SPARC, Apache, Solaris 9, Solaris 10, Solaris 11, FreeBSD jails, HPUX, Sympa, ISC DHCPD, Sun SPARC, Shell Scripting, Cloud Computing
Education
University of New Haven 1996 — 2004
Computer Science
Lower Merion High School 1992 — 1996
Sarah Xie Sarah Xie's UBS Experience May 2014 - May 2014
Job Student at the University of North Carolina at Chapel Hill
Industry Financial Services
Experience
The Kenan-Flagler Private Equity Fund November 2014 - Present
UBS Investment Bank June 2015 - August 2015
Ewing Schleeter Harris Fund September 2013 - May 2015
JumpStart UGrad Diversity Forum August 2014 - August 2014
Atlas Diligence, LLC June 2014 - August 2014
UBS May 2014 - May 2014
5-hour ENERGY August 2013 - May 2014
ARAMARK May 2013 - August 2013
UConnection January 2013 - July 2013
AIESEC January 2013 - May 2013
Skills
Public Speaking, Microsoft Excel, PowerPoint, Marketing, Social Media, Mandarin, Customer Service, Community Outreach, Event Management, Microsoft Office, Microsoft Word, Advertising, Event Planning, Facebook, Social Networking, Private Equity, Due Diligence
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Business Administration (BBA),, Business and Economics
William G. Enloe High School 2008 — 2012
3.9 Unweighted, 5.5 Weighted
The Kenan-Flagler Private Equity Fund November 2014 - Present
UBS Investment Bank June 2015 - August 2015
Ewing Schleeter Harris Fund September 2013 - May 2015
JumpStart UGrad Diversity Forum August 2014 - August 2014
Atlas Diligence, LLC June 2014 - August 2014
UBS May 2014 - May 2014
5-hour ENERGY August 2013 - May 2014
ARAMARK May 2013 - August 2013
UConnection January 2013 - July 2013
AIESEC January 2013 - May 2013
Skills
Public Speaking, Microsoft Excel, PowerPoint, Marketing, Social Media, Mandarin, Customer Service, Community Outreach, Event Management, Microsoft Office, Microsoft Word, Advertising, Event Planning, Facebook, Social Networking, Private Equity, Due Diligence
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Business Administration (BBA),, Business and Economics
William G. Enloe High School 2008 — 2012
3.9 Unweighted, 5.5 Weighted
Nathaniel Jarrett Nathaniel Jarrett's UBS Experience February 2013 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS February 2013 - Present
Wells Fargo December 2012 - February 2013
Northwestern Mutual April 2012 - June 2012
St Francis House May 2008 - May 2010
Cloud Nine Catering May 2007 - February 2009
Loyola University Student Center August 2005 - May 2007
Education
UNC Charlotte 2011 — 2012
Bachelor, Philosophy
UBS February 2013 - Present
Wells Fargo December 2012 - February 2013
Northwestern Mutual April 2012 - June 2012
St Francis House May 2008 - May 2010
Cloud Nine Catering May 2007 - February 2009
Loyola University Student Center August 2005 - May 2007
Education
UNC Charlotte 2011 — 2012
Bachelor, Philosophy
Sam Catlett, CFP ® Sam Catlett, CFP ®'s UBS Experience April 2004 - Present
Job Senior Vice President Wealth Management, Catlett Tinsley Wealth Consulting Group at UBS
Industry Financial Services
Experience
UBS April 2004 - Present
Education
Stonier Graduate School of Banking 1993 — 1995
Graduate, Bank Management
University of North Carolina at Wilmington 1983 — 1987
BS, Economics, Finance
UBS April 2004 - Present
Education
Stonier Graduate School of Banking 1993 — 1995
Graduate, Bank Management
University of North Carolina at Wilmington 1983 — 1987
BS, Economics, Finance
Larry Befeler Larry Befeler's UBS Experience November 2000 - July 2003
Job Director of Corporate Risk Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2011 - Present
Fidelity Investments July 2003 - January 2011
UBS November 2000 - July 2003
Bluestone Capital Partners / Trade.Com April 2000 - November 2000
Oppenheimer May 1989 - April 2000
Drexel February 1987 - February 1988
Skills
Securities Arbitration, Operational Risk, Market Risk, Credit Risk, Compliance, Proprietary Trading, Prime Brokerage, Enterprise Risk..., Leadership, Clearing, Operational Risk..., Financial Risk, Arbitration, Risk Management, Credit
Education
University of New Hampshire 1982 — 1986
BA, Economics
Pingry 1978 — 1982
High School Diploma, College Prepatory
TD Ameritrade January 2011 - Present
Fidelity Investments July 2003 - January 2011
UBS November 2000 - July 2003
Bluestone Capital Partners / Trade.Com April 2000 - November 2000
Oppenheimer May 1989 - April 2000
Drexel February 1987 - February 1988
Skills
Securities Arbitration, Operational Risk, Market Risk, Credit Risk, Compliance, Proprietary Trading, Prime Brokerage, Enterprise Risk..., Leadership, Clearing, Operational Risk..., Financial Risk, Arbitration, Risk Management, Credit
Education
University of New Hampshire 1982 — 1986
BA, Economics
Pingry 1978 — 1982
High School Diploma, College Prepatory
Michael J Mimick, CIMA's UBS Experience February 2014 - Present
Job Complex Director at UBS
Industry Financial Services
Experience
UBS February 2014 - Present
UBS August 2011 - February 2014
UBS March 2010 - August 2011
UBS January 2009 - March 2010
UBS September 2007 - January 2009
UBS June 2005 - September 2007
Education
University of Nebraska at Omaha
Bachelor of Science, Finance and Banking
UBS February 2014 - Present
UBS August 2011 - February 2014
UBS March 2010 - August 2011
UBS January 2009 - March 2010
UBS September 2007 - January 2009
UBS June 2005 - September 2007
Education
University of Nebraska at Omaha
Bachelor of Science, Finance and Banking
Gary Ghigliotti's UBS Experience February 2009 - Present
Job Sr Vice President at UBS
Industry Financial Services
Experience
UBS February 2009 - Present
Education
University of Notre Dame
Bachelor of Business Administration (BBA), Finance & Economics
University of Notre Dame
BBA, Finance & Economics
UBS February 2009 - Present
Education
University of Notre Dame
Bachelor of Business Administration (BBA), Finance & Economics
University of Notre Dame
BBA, Finance & Economics
Gordon Semeniuk's UBS Experience October 1999 - Present
Job First Vice President Wealth Management at UBS
Industry Investment Management
Experience
UBS October 1999 - Present
Merrill Lynch June 1989 - October 1999
Merrill Lynch October 1983 - June 1989
Education
University of North Carolina at Chapel Hill 1977 — 1981
BA, Economics, Political Science
UBS October 1999 - Present
Merrill Lynch June 1989 - October 1999
Merrill Lynch October 1983 - June 1989
Education
University of North Carolina at Chapel Hill 1977 — 1981
BA, Economics, Political Science
Brian Cates Brian Cates's UBS Experience November 2008 - Present
Job Senior Vice PresidentInvestments at UBS
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley September 1988 - November 2008
Education
University of Northern Colorado
Bachelor's Degree, Communications
UBS November 2008 - Present
Morgan Stanley September 1988 - November 2008
Education
University of Northern Colorado
Bachelor's Degree, Communications
Kiersten Sharp Kiersten Sharp's UBS Experience January 2000 - January 2003
Job Careing for a disabled person
Industry Hospital & Health Care
Experience
sharp house January 2003 - Present
home January 2003 - Present
UBS January 2000 - January 2003
Skills
Customer Service, Public Speaking, Event Planning, Event Management, English
Education
University of Nebraska at Omaha
sharp house January 2003 - Present
home January 2003 - Present
UBS January 2000 - January 2003
Skills
Customer Service, Public Speaking, Event Planning, Event Management, English
Education
University of Nebraska at Omaha
Michael Arner Michael Arner's UBS Experience January 2000 - December 2005
Job Corporate Services Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2013 - Present
Fidelity Investments March 2012 - April 2013
Morgan Stanley Smith Barney June 2010 - August 2011
Principal Financial Group January 2006 - June 2009
UBS January 2000 - December 2005
Piper Glen Golf Club 1996 - 1999
Skills
Retirement Planning, Investments, 401k, Insurance, Retirement, Wealth Management, 401k Rollovers, Mutual Funds, Account Management, Public Speaking, Securities, Wealth, Risk Management, Estate Planning, Portfolio Management, Equities, Trusts, Business Relationship..., Asset Management, Financial Planning, Annuities, Long Term Care, business development, Account Executive, Territory, Series 7, Series 63, Series 65, Finance, Investment Strategies, Sales, Relationship Management, Financial Services, Strategic Planning, Investment Management, Team Building, Marketing, Marketing Strategy, Leadership, Business Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
Finance
Stuarts Draft High School 1990 — 1993
E*TRADE Financial Corporation April 2013 - Present
Fidelity Investments March 2012 - April 2013
Morgan Stanley Smith Barney June 2010 - August 2011
Principal Financial Group January 2006 - June 2009
UBS January 2000 - December 2005
Piper Glen Golf Club 1996 - 1999
Skills
Retirement Planning, Investments, 401k, Insurance, Retirement, Wealth Management, 401k Rollovers, Mutual Funds, Account Management, Public Speaking, Securities, Wealth, Risk Management, Estate Planning, Portfolio Management, Equities, Trusts, Business Relationship..., Asset Management, Financial Planning, Annuities, Long Term Care, business development, Account Executive, Territory, Series 7, Series 63, Series 65, Finance, Investment Strategies, Sales, Relationship Management, Financial Services, Strategic Planning, Investment Management, Team Building, Marketing, Marketing Strategy, Leadership, Business Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
Finance
Stuarts Draft High School 1990 — 1993
Maggie Nestlerode's UBS Experience June 2004 - March 2005
Job Regional Business Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2006 - Present
UBS June 2004 - March 2005
Wells Fargo Advisors January 2001 - June 2004
First Union Capital Markets April 1998 - January 2001
Skills
Portfolio Management
Education
University of North Carolina at Charlotte 1993 — 1997
BSBA, Finance
Wells Fargo Advisors January 2006 - Present
UBS June 2004 - March 2005
Wells Fargo Advisors January 2001 - June 2004
First Union Capital Markets April 1998 - January 2001
Skills
Portfolio Management
Education
University of North Carolina at Charlotte 1993 — 1997
BSBA, Finance
Sean Dougherty's UBS Experience 2011 - 2013
Job Associate at Inverness Graham Investments
Industry Venture Capital & Private Equity
Experience
Inverness Graham Investments March 2014 - Present
FBR October 2013 - March 2014
UBS 2011 - 2013
Stifel Financial Corp. 2009 - 2011
Skills
Bloomberg, Hedge Funds, Equities, Capital Markets, Valuation, Financial Modeling, Investment Banking, Equity Research, Private Equity, Financial Analysis, Portfolio Management, Alternative Investments, Series 7, Investments, Securities, Business Development
Education
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Malvern Prep 2000 — 2004
Inverness Graham Investments March 2014 - Present
FBR October 2013 - March 2014
UBS 2011 - 2013
Stifel Financial Corp. 2009 - 2011
Skills
Bloomberg, Hedge Funds, Equities, Capital Markets, Valuation, Financial Modeling, Investment Banking, Equity Research, Private Equity, Financial Analysis, Portfolio Management, Alternative Investments, Series 7, Investments, Securities, Business Development
Education
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Malvern Prep 2000 — 2004
David Pezzella's UBS Experience November 2014 - June 2015
Job National Sales Consultant at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US June 2015 - Present
UBS November 2014 - June 2015
Kappa Sigma Fraternity June 2012 - July 2014
National Collegiate Athletic Association August 2008 - June 2012
Skills
Recruiting, Event Planning, Networking, Social Networking, Sales, Social Media Marketing, Time Management, Customer Satisfaction
Education
University of North Carolina at Charlotte 2008 — 2011
Bachelor of Arts, Political Science, Sociology
Columbia Threadneedle Investments, US June 2015 - Present
UBS November 2014 - June 2015
Kappa Sigma Fraternity June 2012 - July 2014
National Collegiate Athletic Association August 2008 - June 2012
Skills
Recruiting, Event Planning, Networking, Social Networking, Sales, Social Media Marketing, Time Management, Customer Satisfaction
Education
University of North Carolina at Charlotte 2008 — 2011
Bachelor of Arts, Political Science, Sociology
Scott Stubbs Scott Stubbs's UBS Experience February 2011 - April 2011
Job Knowledge & Analytics Practice, Senior Decision Support Analyst
Industry Management Consulting
Experience
The Boston Consulting Group December 2012 - Present
The Boston Consulting Group April 2011 - December 2012
The Princeton Review February 2011 - April 2011
UBS February 2011 - April 2011
Sustainable Building Solutions July 2009 - September 2010
Lincoln Financial Group April 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, VBA, Microsoft Excel, Financial Analysis, Business Analysis, Data Analysis, Management Consulting, Business Intelligence, Business Process..., Business Strategy, Strategic Planning, Access, Strategy, Investments, Analytics
Education
University of North Carolina at Chapel Hill 2004 — 2008
BSBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Business Administration
Fairfield High School 2000 — 2004
The Boston Consulting Group December 2012 - Present
The Boston Consulting Group April 2011 - December 2012
The Princeton Review February 2011 - April 2011
UBS February 2011 - April 2011
Sustainable Building Solutions July 2009 - September 2010
Lincoln Financial Group April 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, VBA, Microsoft Excel, Financial Analysis, Business Analysis, Data Analysis, Management Consulting, Business Intelligence, Business Process..., Business Strategy, Strategic Planning, Access, Strategy, Investments, Analytics
Education
University of North Carolina at Chapel Hill 2004 — 2008
BSBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Business Administration
Fairfield High School 2000 — 2004
Gordon Mattocks's UBS Experience September 2006 - Present
Job vice presidentinvestments at UBS
Industry Financial Services
Experience
UBS September 2006 - Present
Education
UNC Chapel Hill 1988 — 2002
Bachelor of Science (BS), Political Science and Government
UBS September 2006 - Present
Education
UNC Chapel Hill 1988 — 2002
Bachelor of Science (BS), Political Science and Government
Vance Barrett Vance Barrett's UBS Experience 1999 - 2002
Job Control Specialist, Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2014 - Present
Wells Fargo Advisors, LLC September 2013 - May 2014
SunTrust December 2011 - August 2013
Wells Fargo Private Bank/Wachovia Wealth Management 2005 - 2011
Wachovia Securities 2002 - 2005
UBS 1999 - 2002
Skills
Financial Services, Mutual Funds, Life Insurance, Long Term Care Insurance
Education
UNC Chapel Hill
Wells Fargo Advisors, LLC May 2014 - Present
Wells Fargo Advisors, LLC September 2013 - May 2014
SunTrust December 2011 - August 2013
Wells Fargo Private Bank/Wachovia Wealth Management 2005 - 2011
Wachovia Securities 2002 - 2005
UBS 1999 - 2002
Skills
Financial Services, Mutual Funds, Life Insurance, Long Term Care Insurance
Education
UNC Chapel Hill
Chris Ekstrom's UBS Experience April 2014 - June 2015
Job Financial Advisor at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management June 2015 - Present
UBS April 2014 - June 2015
Piper Jaffray February 2013 - December 2013
KBW October 2012 - January 2013
Vining Sparks IBG, L.P July 2009 - October 2012
DeVita Kavanagh October 2008 - April 2009
Jan-Pro of Charlotte May 2006 - June 2008
Keffer Automotive Group April 2004 - May 2006
Northwestern Mutual/DeVita Kavanagh April 2003 - May 2004
Education
University of North Carolina at Wilmington 1999 — 2003
Bachelor of Science, Business Administration
Charlotte Latin School 1995 — 1999
Virginia Asset Management June 2015 - Present
UBS April 2014 - June 2015
Piper Jaffray February 2013 - December 2013
KBW October 2012 - January 2013
Vining Sparks IBG, L.P July 2009 - October 2012
DeVita Kavanagh October 2008 - April 2009
Jan-Pro of Charlotte May 2006 - June 2008
Keffer Automotive Group April 2004 - May 2006
Northwestern Mutual/DeVita Kavanagh April 2003 - May 2004
Education
University of North Carolina at Wilmington 1999 — 2003
Bachelor of Science, Business Administration
Charlotte Latin School 1995 — 1999
Angel Jia, CFA Angel Jia, CFA's UBS Experience 2009 - 2012
Job Quantitative Investment Analyst at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price April 2015 - Present
Citi July 2013 - March 2015
Hutchin Hill Capital 2012 - 2013
UBS 2009 - 2012
UBS 2007 - 2009
Raytheon 2003 - 2005
Lucent Technologies 1999 - 2002
Skills
Equities, Fixed Income, Trading, Credit Derivatives, Options, Statistical Modeling, Statistical Arbitrage, Programming, Corporate Credit, Hedge Funds, VBA, CDS, Bonds, Derivatives, Trading Systems, Structured Products
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
Worcester Polytechnic Institute 2000 — 2003
MS, Electrical Engineering
University of New Hampshire 1995 — 1999
BS, Electrical Engineering
T. Rowe Price April 2015 - Present
Citi July 2013 - March 2015
Hutchin Hill Capital 2012 - 2013
UBS 2009 - 2012
UBS 2007 - 2009
Raytheon 2003 - 2005
Lucent Technologies 1999 - 2002
Skills
Equities, Fixed Income, Trading, Credit Derivatives, Options, Statistical Modeling, Statistical Arbitrage, Programming, Corporate Credit, Hedge Funds, VBA, CDS, Bonds, Derivatives, Trading Systems, Structured Products
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
Worcester Polytechnic Institute 2000 — 2003
MS, Electrical Engineering
University of New Hampshire 1995 — 1999
BS, Electrical Engineering
Kelly S. Olson Pedersen, CFP™, CDFA Kelly S. Olson Pedersen, CFP™, CDFA's UBS Experience January 2007 - July 2009
Job Certified Financial Planner | Wealth Management | Investment Advisor | Founder and CEO at Caissa Wealth Strategies
Industry Investment Management
Experience
Caissa Wealth Strategies December 2009 - Present
UBS January 2007 - July 2009
Baker Tilly Virchow Krause, LLP September 2003 - January 2007
LarsonAllen May 1999 - September 2003
Skills
Estate Planning, Insurance, Tax, Retirement, Asset Management, Series 7, Wealth Management, Small Business, Investments, Risk Management, Retirement Planning, Portfolio Management, Financial Analysis, Investment Management, Investment Strategies, Financial Planners, Investment Advisory, Strategic Financial..., Wealth
Education
University of Northern Iowa 1995 — 1999
Finance and Economics Major, Accounting minor
Caissa Wealth Strategies December 2009 - Present
UBS January 2007 - July 2009
Baker Tilly Virchow Krause, LLP September 2003 - January 2007
LarsonAllen May 1999 - September 2003
Skills
Estate Planning, Insurance, Tax, Retirement, Asset Management, Series 7, Wealth Management, Small Business, Investments, Risk Management, Retirement Planning, Portfolio Management, Financial Analysis, Investment Management, Investment Strategies, Financial Planners, Investment Advisory, Strategic Financial..., Wealth
Education
University of Northern Iowa 1995 — 1999
Finance and Economics Major, Accounting minor
Abhishek Chowdhary Abhishek Chowdhary's UBS Experience September 2015 - Present
Job Liquidity & Funding Analytics at UBS
Industry Investment Banking
Experience
UBS September 2015 - Present
J.P. Morgan March 2015 - Present
J.P. Morgan July 2013 - March 2015
InVue Security Products June 2012 - December 2012
UNC Charlotte August 2011 - December 2012
Thermax Limited August 2009 - May 2010
Skills
Finance, Treasury Management, MBA, Foreign Currency, Credit Cards, Talent Acquisition, Data Entry, Data Management, Financial Analysis, Analytical Skills, Managerial Finance, Foreign Currency..., Microsoft Excel, Meticulous, Credit Card Analytics, Talent Pipelining, Gap Analysis, Banking, Technology, Corporate Finance, Internal Audit, Time Management, Team Building, Business Strategy, Financial Modeling, Leadership, Management, Strategy, Analysis, Risk Management, Financial Services, Financial Risk, Analytics
Education
University of North Carolina at Charlotte - Belk College of Business 2011 — 2012
MBA, Finance, 4.0
Assumption University, Bangkok, Thailand 2006 — 2009
B.Tech, Electrical & Electronics Engineering
UBS September 2015 - Present
J.P. Morgan March 2015 - Present
J.P. Morgan July 2013 - March 2015
InVue Security Products June 2012 - December 2012
UNC Charlotte August 2011 - December 2012
Thermax Limited August 2009 - May 2010
Skills
Finance, Treasury Management, MBA, Foreign Currency, Credit Cards, Talent Acquisition, Data Entry, Data Management, Financial Analysis, Analytical Skills, Managerial Finance, Foreign Currency..., Microsoft Excel, Meticulous, Credit Card Analytics, Talent Pipelining, Gap Analysis, Banking, Technology, Corporate Finance, Internal Audit, Time Management, Team Building, Business Strategy, Financial Modeling, Leadership, Management, Strategy, Analysis, Risk Management, Financial Services, Financial Risk, Analytics
Education
University of North Carolina at Charlotte - Belk College of Business 2011 — 2012
MBA, Finance, 4.0
Assumption University, Bangkok, Thailand 2006 — 2009
B.Tech, Electrical & Electronics Engineering
Nikki Mingot Nikki Mingot's UBS Experience November 2011 - Present
Job HR Recruiting Operations Manager at UBS
Industry Investment Banking
Experience
UBS November 2011 - Present
UBS November 2009 - November 2011
UBS July 2006 - November 2009
Skills
Human Resources, Performance Management, Onboarding, Vendor Management, New Hire Orientations, Interviews, Investment Banking, Outlook, Applicant Tracking..., PeopleSoft, Microsoft Excel, Training, Background Checks, HRIS, Personnel Management, HR Transformation, Screening Resumes, HR Policies, Employee Training
Education
University of New Haven 2004 — 2006
Masters, Industrial/Organizational Psychology
West Virginia University 2000 — 2004
Bachelors, Psychology, Business Minor
UBS November 2011 - Present
UBS November 2009 - November 2011
UBS July 2006 - November 2009
Skills
Human Resources, Performance Management, Onboarding, Vendor Management, New Hire Orientations, Interviews, Investment Banking, Outlook, Applicant Tracking..., PeopleSoft, Microsoft Excel, Training, Background Checks, HRIS, Personnel Management, HR Transformation, Screening Resumes, HR Policies, Employee Training
Education
University of New Haven 2004 — 2006
Masters, Industrial/Organizational Psychology
West Virginia University 2000 — 2004
Bachelors, Psychology, Business Minor
John C. Hannan's UBS Experience 1980 - 2006
Job Financial Services Professional Retired
Industry Financial Services
Experience
M&I Bank 2007 - 2011
UBS 1980 - 2006
Marine Trust Company, NA 1974 - 1980
Education
Marquette University High School
University of Notre Dame
BBA, Marketing & Finance
M&I Bank 2007 - 2011
UBS 1980 - 2006
Marine Trust Company, NA 1974 - 1980
Education
Marquette University High School
University of Notre Dame
BBA, Marketing & Finance
Michael Dion, CFA Michael Dion, CFA's UBS Experience August 2006 - Present
Job Executive Director, CoHead of US Sector Research
Industry Financial Services
Experience
UBS August 2006 - Present
Sandler O'Neill May 2001 - July 2006
ABN AMRO July 2000 - May 2001
Skills
Equities, Financial Modeling, Equity Research, Valuation, Financial Analysis, Capital Markets, Asset Management, Bloomberg, Investments, Hedge Funds, Investment Banking, Corporate Finance, Fixed Income, Alternative Investments, Portfolio Management, Financials –..., Financial Modeling -..., Equities - Cash Flow..., Asset Allocation -...
Education
University of Notre Dame - Mendoza College of Business
MBA, Finance and Investments
University of Southern California - Marshall School of Business
BS, Business Administration
UBS August 2006 - Present
Sandler O'Neill May 2001 - July 2006
ABN AMRO July 2000 - May 2001
Skills
Equities, Financial Modeling, Equity Research, Valuation, Financial Analysis, Capital Markets, Asset Management, Bloomberg, Investments, Hedge Funds, Investment Banking, Corporate Finance, Fixed Income, Alternative Investments, Portfolio Management, Financials –..., Financial Modeling -..., Equities - Cash Flow..., Asset Allocation -...
Education
University of Notre Dame - Mendoza College of Business
MBA, Finance and Investments
University of Southern California - Marshall School of Business
BS, Business Administration
Misha Byrom Misha Byrom's UBS Experience January 1996 - May 1998
Job Product Sales Consultant Sales at FIS
Industry Banking
Experience
FIS January 1999 - Present
UBS January 1996 - May 1998
Integrated Resources 1986 - 1987
Skills
Software Project..., Requirements Gathering, Requirements Analysis, Project Management, Business Intelligence, Business Analysis, SDLC, Business Process, Business Requirements, Vendor Management, Integration, Change Management, Project Portfolio..., Process Improvement, Functional..., SharePoint, IT Strategy, User Acceptance Testing, Banking, Software Development, Business Process..., SQL, Core Banking, Testing, Data Warehousing, Oracle, Visio, PMP, Resource Management, Sales, Sales Presentations, Sales Process, Financial Services
Education
University of Nebraska at Omaha 1982 — 1984
Associate, Business Adminsitration
Archbishop Bergan 1979 — 1981
Accounting and Economics
FIS January 1999 - Present
UBS January 1996 - May 1998
Integrated Resources 1986 - 1987
Skills
Software Project..., Requirements Gathering, Requirements Analysis, Project Management, Business Intelligence, Business Analysis, SDLC, Business Process, Business Requirements, Vendor Management, Integration, Change Management, Project Portfolio..., Process Improvement, Functional..., SharePoint, IT Strategy, User Acceptance Testing, Banking, Software Development, Business Process..., SQL, Core Banking, Testing, Data Warehousing, Oracle, Visio, PMP, Resource Management, Sales, Sales Presentations, Sales Process, Financial Services
Education
University of Nebraska at Omaha 1982 — 1984
Associate, Business Adminsitration
Archbishop Bergan 1979 — 1981
Accounting and Economics
Sean Danahy's UBS Experience January 2013 - April 2013
Job Treasury VP at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. March 2015 - Present
China Construction Bank May 2014 - January 2015
Goldman Sachs May 2013 - May 2014
UBS January 2013 - April 2013
Nomura September 2010 - October 2011
WisdomTree Asset Management December 2008 - September 2010
Bear Stearns Asset Management July 2006 - December 2008
Skills
FX Options, Capital Markets, Equities, Electronic Trading, Currency, Swaps, Investments, Equity Derivatives, Macroeconomics, Asset Management, ETFs, Global Macro, Fixed Income, Bloomberg, Portfolio Management, Hedge Funds, Alternative Investments, Series 7, Series 63, Series 3, FX, International Equities, Emerging Markets, Derivatives, Forwards, Commodities, Institutional Clients, Tactical Asset..., Research, Excel, Reuters, CRM software, Dodd-Frank, Institutional Sales, ISDA, Institutional..., FINRA, Commodity, Microsoft Excel
Education
University of North Florida - College of Business Administration
BA, Investments Finance & Financial Planning
JPMorgan Chase & Co. March 2015 - Present
China Construction Bank May 2014 - January 2015
Goldman Sachs May 2013 - May 2014
UBS January 2013 - April 2013
Nomura September 2010 - October 2011
WisdomTree Asset Management December 2008 - September 2010
Bear Stearns Asset Management July 2006 - December 2008
Skills
FX Options, Capital Markets, Equities, Electronic Trading, Currency, Swaps, Investments, Equity Derivatives, Macroeconomics, Asset Management, ETFs, Global Macro, Fixed Income, Bloomberg, Portfolio Management, Hedge Funds, Alternative Investments, Series 7, Series 63, Series 3, FX, International Equities, Emerging Markets, Derivatives, Forwards, Commodities, Institutional Clients, Tactical Asset..., Research, Excel, Reuters, CRM software, Dodd-Frank, Institutional Sales, ISDA, Institutional..., FINRA, Commodity, Microsoft Excel
Education
University of North Florida - College of Business Administration
BA, Investments Finance & Financial Planning
Doug Kunzman Doug Kunzman's UBS Experience August 2006 - September 2014
Job Vice PresidentInvestments; Financial Advisor of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Miller Kunzman Financial Group of Wells Fargo Advisors, LLC September 2014 - Present
UBS August 2006 - September 2014
Piper Jaffray October 1986 - August 2006
Education
University of Nebraska-Lincoln 1974 — 1978
Bachelor of Science (B.S.), Business Administration
Miller Kunzman Financial Group of Wells Fargo Advisors, LLC September 2014 - Present
UBS August 2006 - September 2014
Piper Jaffray October 1986 - August 2006
Education
University of Nebraska-Lincoln 1974 — 1978
Bachelor of Science (B.S.), Business Administration
Nate Gilmore Nate Gilmore's UBS Experience January 2009 - May 2014
Job Sr. Associate Analytics Software Tester at SAS
Industry
Experience
SAS June 2015 - Present
North Carolina State University May 2014 - May 2015
UBS January 2009 - May 2014
Smith Barney September 2004 - January 2009
Skills
Data Analysis, Statistics, SAS Programming, Text Analytics, Tableau, Microsoft Office, Microsoft Excel
Education
Institute for Advanced Analytics at North Carolina State University 2014 — 2015
Master of Science (M.S.), Analytics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
Bachelor of Science (B.S.), Business Administration
SAS June 2015 - Present
North Carolina State University May 2014 - May 2015
UBS January 2009 - May 2014
Smith Barney September 2004 - January 2009
Skills
Data Analysis, Statistics, SAS Programming, Text Analytics, Tableau, Microsoft Office, Microsoft Excel
Education
Institute for Advanced Analytics at North Carolina State University 2014 — 2015
Master of Science (M.S.), Analytics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
Bachelor of Science (B.S.), Business Administration
Daniel Kearby's UBS Experience June 2012 - August 2012
Job Investment Analyst at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners June 2014 - Present
J.P. Morgan June 2013 - August 2013
UBS June 2012 - August 2012
Skills
Investments, Equities, Trading, Economics, Finance, Bonds, Commodity, Management, Wealth Management, Currency, Real Estate, Financial Modeling
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics
Guggenheim Partners June 2014 - Present
J.P. Morgan June 2013 - August 2013
UBS June 2012 - August 2012
Skills
Investments, Equities, Trading, Economics, Finance, Bonds, Commodity, Management, Wealth Management, Currency, Real Estate, Financial Modeling
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics
Chris Hathaway Chris Hathaway's UBS Experience February 2008 - August 2013
Job Financial Advisor, Assistant Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2013 - Present
UBS February 2008 - August 2013
Morgan Stanley August 2001 - February 2008
Skills
Investments, Finance, Generational Planning, Retirement Planning, Financial Planning, Executive Compensation, Business Succession..., Investment Planning, Wealth
Education
University of North Texas 2000 — 2001
Bachelor's Degree, Finance
Wells Fargo Advisors, LLC August 2013 - Present
UBS February 2008 - August 2013
Morgan Stanley August 2001 - February 2008
Skills
Investments, Finance, Generational Planning, Retirement Planning, Financial Planning, Executive Compensation, Business Succession..., Investment Planning, Wealth
Education
University of North Texas 2000 — 2001
Bachelor's Degree, Finance
Mike Snipes's UBS Experience 1995 - 2002
Job CoverSource
Industry Building Materials
Experience
CoverSource January 2006 - Present
TAP Pharmaceuticals January 2002 - January 2006
UBS 1995 - 2002
Skills
Sales, Building Materials, Residential Homes, Pricing, Retail, Flooring, Wholesale, Doors, Sales Management, Contract Negotiation, New Business Development, Negotiation, Strategic Planning, Purchasing, Selling, Team Building, Marketing Strategy, Budgets
Education
University of North Carolina at Greensboro 1993 — 1995
BS, Finance
CoverSource January 2006 - Present
TAP Pharmaceuticals January 2002 - January 2006
UBS 1995 - 2002
Skills
Sales, Building Materials, Residential Homes, Pricing, Retail, Flooring, Wholesale, Doors, Sales Management, Contract Negotiation, New Business Development, Negotiation, Strategic Planning, Purchasing, Selling, Team Building, Marketing Strategy, Budgets
Education
University of North Carolina at Greensboro 1993 — 1995
BS, Finance
Nicole Douillet's UBS Experience July 2000 - April 2001
Job Head of Product Innovation and LGBT Strategy Lead for New Markets at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse April 2001 - June 2014
UBS July 2000 - April 2001
Skills
Investments, Investment Banking, Strategy, Valuation, Financial Modeling, Equities, Capital Markets, Portfolio Management, Fixed Income, Private Equity, Derivatives, Alternative Investments, Securities, Hedge Funds, Bloomberg
Education
University of Notre Dame
Bachelor of Business Administration (BBA), Finance and Business Economics
Credit Suisse July 2014 - Present
Credit Suisse April 2001 - June 2014
UBS July 2000 - April 2001
Skills
Investments, Investment Banking, Strategy, Valuation, Financial Modeling, Equities, Capital Markets, Portfolio Management, Fixed Income, Private Equity, Derivatives, Alternative Investments, Securities, Hedge Funds, Bloomberg
Education
University of Notre Dame
Bachelor of Business Administration (BBA), Finance and Business Economics
Matthew Creech's UBS Experience June 2012 - August 2012
Job EY
Industry Accounting
Experience
EY January 2014 - March 2014
UBS June 2012 - August 2012
Starr Financial Resources February 2012 - May 2012
Skills
Customer Satisfaction, Corporate Finance, Financial Reporting, Problem Solving, Investments, Banking, Mutual Funds, Accounting, Financial Accounting, Bookkeeping, Microsoft Excel, Financial Analysis, Accounts Payable, Microsoft Word, Account Reconciliation, General Ledger, Accounts Receivable, Microsoft Office
Education
University of North Carolina at Wilmington 2014 — 2015
Master's of Accounting, Accounting
University of North Carolina at Wilmington 2010 — 2014
B.S. Business Administration, Accounting
Wakefield High School 2006 — 2010
EY January 2014 - March 2014
UBS June 2012 - August 2012
Starr Financial Resources February 2012 - May 2012
Skills
Customer Satisfaction, Corporate Finance, Financial Reporting, Problem Solving, Investments, Banking, Mutual Funds, Accounting, Financial Accounting, Bookkeeping, Microsoft Excel, Financial Analysis, Accounts Payable, Microsoft Word, Account Reconciliation, General Ledger, Accounts Receivable, Microsoft Office
Education
University of North Carolina at Wilmington 2014 — 2015
Master's of Accounting, Accounting
University of North Carolina at Wilmington 2010 — 2014
B.S. Business Administration, Accounting
Wakefield High School 2006 — 2010
Ryan Kneipper's UBS Experience November 2008 - June 2014
Job Financial Advisor at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services Inc. June 2014 - Present
UBS November 2008 - June 2014
Lehman Brothers August 2006 - November 2008
Education
University of North Carolina at Chapel Hill 1999 — 2003
Episcopal School of Dallas 1995 — 1999
Highschool
UBS Financial Services Inc. June 2014 - Present
UBS November 2008 - June 2014
Lehman Brothers August 2006 - November 2008
Education
University of North Carolina at Chapel Hill 1999 — 2003
Episcopal School of Dallas 1995 — 1999
Highschool
Maston Thornton, CFP® Maston Thornton, CFP®'s UBS Experience May 2009 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS May 2009 - Present
Merrill Lynch November 1998 - May 2009
Education
UNLV 1997 — 2000
BS, Finance
Saint Louis High School
UBS May 2009 - Present
Merrill Lynch November 1998 - May 2009
Education
UNLV 1997 — 2000
BS, Finance
Saint Louis High School
Donald Trabert's UBS Experience March 2009 - Present
Job Senior Vice President Wealth Management UBS
Industry Financial Services
Experience
UBS March 2009 - Present
Credit Suisse November 2000 - March 2009
Donaldson, Lufkin & Jenrette August 1995 - November 2000
Kidder Peabody 1983 - August 1995
Education
University of Notre Dame 1972 — 1976
Bachelor of Science, Business Administration
UBS March 2009 - Present
Credit Suisse November 2000 - March 2009
Donaldson, Lufkin & Jenrette August 1995 - November 2000
Kidder Peabody 1983 - August 1995
Education
University of Notre Dame 1972 — 1976
Bachelor of Science, Business Administration
Prashant Kamat Prashant Kamat's UBS Experience 2005 - 2006
Job Sr. Software Engineer at USA TODAY
Industry Information Technology and Services
Experience
USA TODAY Sports Media Group April 2012 - Present
Goldman Sachs January 2010 - April 2012
AOL July 2007 - January 2010
McGraw-Hill 2006 - 2007
Cauldron Solutions 2006 - 2006
UBS 2005 - 2006
L&T Infotech 2003 - 2006
BNP Paribas November 2003 - January 2005
Skills
Django, Python, JSON, Spring, Hibernate, Core Java, JSP, SQL, Unix Shell Scripting, Git, Tomcat, J2EE, Eclipse, JDBC, XML, MySQL, HTML, JavaScript, Agile Methodologies, Web Services, AJAX, jQuery, Oracle, Java, Design Patterns, PL/SQL, DB2, SOA, XSLT, Maven, Ant, REST, Unix, Sun Certified Java..., Scrum, Java Enterprise Edition, CSS
Education
University of Mumbai 1994 — 1998
USA TODAY Sports Media Group April 2012 - Present
Goldman Sachs January 2010 - April 2012
AOL July 2007 - January 2010
McGraw-Hill 2006 - 2007
Cauldron Solutions 2006 - 2006
UBS 2005 - 2006
L&T Infotech 2003 - 2006
BNP Paribas November 2003 - January 2005
Skills
Django, Python, JSON, Spring, Hibernate, Core Java, JSP, SQL, Unix Shell Scripting, Git, Tomcat, J2EE, Eclipse, JDBC, XML, MySQL, HTML, JavaScript, Agile Methodologies, Web Services, AJAX, jQuery, Oracle, Java, Design Patterns, PL/SQL, DB2, SOA, XSLT, Maven, Ant, REST, Unix, Sun Certified Java..., Scrum, Java Enterprise Edition, CSS
Education
University of Mumbai 1994 — 1998
Sam Rankin Sam Rankin's UBS Experience April 2009 - Present
Job Managing Director Wealth Management
Industry Financial Services
Experience
UBS April 2009 - Present
Smith Barney November 1988 - April 2009
Education
University of North Carolina at Chapel Hill 1970 — 1975
BS
Woodberry Forest School 1967 — 1970
UBS April 2009 - Present
Smith Barney November 1988 - April 2009
Education
University of North Carolina at Chapel Hill 1970 — 1975
BS
Woodberry Forest School 1967 — 1970
Rose Gilday Rose Gilday's UBS Experience March 2015 - May 2015
Job Intern at Secure Planning Inc
Industry Marketing and Advertising
Experience
Secure Planning Inc April 2015 - Present
UBS March 2015 - May 2015
TGI Fridays May 2014 - July 2014
Keller Williams Realty, Inc. August 2013 - August 2013
Lowell Spinners June 2009 - August 2013
Skills
Microsoft Word, People Skills, Facebook, Communication, Organization, Teamwork, PowerPoint, Microsoft Office, Event Planning, Customer Service, Leadership, Public Speaking
Education
University of New Hampshire 2012 — 2016
Bachelor of Business Administration (BBA), Business, Management and Marketing
Florence University of the Arts
Secure Planning Inc April 2015 - Present
UBS March 2015 - May 2015
TGI Fridays May 2014 - July 2014
Keller Williams Realty, Inc. August 2013 - August 2013
Lowell Spinners June 2009 - August 2013
Skills
Microsoft Word, People Skills, Facebook, Communication, Organization, Teamwork, PowerPoint, Microsoft Office, Event Planning, Customer Service, Leadership, Public Speaking
Education
University of New Hampshire 2012 — 2016
Bachelor of Business Administration (BBA), Business, Management and Marketing
Florence University of the Arts
Gaston Vedani's UBS Experience 2005 - 2006
Job Senior VicePresident, Investments
Industry Financial Services
Experience
LAFISE May 2006 - Present
UBS 2005 - 2006
Shay Financial Services, Inc. 2001 - 2005
Skills
Skilled Fixed Income..., Banking, Corporate Finance, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Portfolio Management, Securities, Series 63, Series 7, Bloomberg, Wealth Management, Trading, Hedge Funds, Alternative Investments, Asset Management, Investment Banking, Financial Markets, Capital Markets, Bonds, Financial Services, Emerging Markets, Investment Advisory, Structured Products, Mutual Funds, Asset Allocation, Credit, Investment Management
Education
University of New Orleans 1997 — 2001
BS, Finance
LAFISE May 2006 - Present
UBS 2005 - 2006
Shay Financial Services, Inc. 2001 - 2005
Skills
Skilled Fixed Income..., Banking, Corporate Finance, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Portfolio Management, Securities, Series 63, Series 7, Bloomberg, Wealth Management, Trading, Hedge Funds, Alternative Investments, Asset Management, Investment Banking, Financial Markets, Capital Markets, Bonds, Financial Services, Emerging Markets, Investment Advisory, Structured Products, Mutual Funds, Asset Allocation, Credit, Investment Management
Education
University of New Orleans 1997 — 2001
BS, Finance
Richard Bean, CFP® Richard Bean, CFP®'s UBS Experience October 2010 - 2011
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2011 - Present
UBS October 2010 - 2011
Campus Crusade for Christ 2007 - 2008
Campus Crusade for Christ 2006 - 2007
Education
University of North Carolina at Chapel Hill 2002 — 2006
BA
UBS Financial Services Inc. 2011 - Present
UBS October 2010 - 2011
Campus Crusade for Christ 2007 - 2008
Campus Crusade for Christ 2006 - 2007
Education
University of North Carolina at Chapel Hill 2002 — 2006
BA
Scott Cengia, CFP®'s UBS Experience June 2000 - Present
Job Vice President Investments with FTB Financial Services at UBS Financial Services
Industry Financial Services
Experience
UBS June 2000 - Present
Physicians Billing Management December 1998 - June 2000
Education
University of Notre Dame - Mendoza College of Business 1994 — 1998
UBS June 2000 - Present
Physicians Billing Management December 1998 - June 2000
Education
University of Notre Dame - Mendoza College of Business 1994 — 1998
Michael Browder's UBS Experience May 2009 - July 2009
Job Deals Senior Associate at PwC
Industry Accounting
Experience
PwC October 2014 - Present
KPMG US August 2012 - September 2014
Camp Rockmont for Boys May 2010 - August 2012
KPMG June 2011 - August 2011
Camp Rockmont for Boys June 2006 - August 2009
UBS May 2009 - July 2009
Education
University of Notre Dame 2011 — 2012
Masters, Accountancy
University of Notre Dame 2007 — 2011
Bachelor, Business Administration; Accountancy
University of Notre Dame London
PwC October 2014 - Present
KPMG US August 2012 - September 2014
Camp Rockmont for Boys May 2010 - August 2012
KPMG June 2011 - August 2011
Camp Rockmont for Boys June 2006 - August 2009
UBS May 2009 - July 2009
Education
University of Notre Dame 2011 — 2012
Masters, Accountancy
University of Notre Dame 2007 — 2011
Bachelor, Business Administration; Accountancy
University of Notre Dame London
Michael C Owens's UBS Experience April 2002 - January 2007
Job Independent Investment Advisor | Putting Client’s Interests 1st | Portfolio Risk Management |Retirement Income Planning
Industry Financial Services
Experience
Carolina Financial Services Group January 2007 - Present
UBS April 2002 - January 2007
Scott & Stringfellow June 1998 - April 2002
Interstate Johnson Lane January 1992 - June 1998
Skills
Retirement Planning, Retirement, Portfolio Management, 401k, Financial Advisory, Risk Management, Financial Services, Fixed Annuities, Wealth Accumulation..., Wealth Preservation..., Wealth Management, Analysis, Integrity, IRAs, Financial Analysis, Variable Annuities, Investment Advisory, Asset Management, Mutual Funds, Strategy, Market Research, Indexed Annuities, Asset Allocation, Wealth Accumulation, Small Business, Trading, Equity Trading, Investment Strategies, Series 7, Securities, Options, Equities, Series 63, Investment Management, Wealth Management..., Fixed Income, Financial Markets, Stocks, Technical Analysis, Wealth, High Net Worth..., Series 65, Investors, Savings, Business, Money, Business Networking, Client Services, Retirement Plan..., Investments
Education
University of North Carolina at Chapel Hill 1983 — 1987
BS, Biology
Carolina Financial Services Group January 2007 - Present
UBS April 2002 - January 2007
Scott & Stringfellow June 1998 - April 2002
Interstate Johnson Lane January 1992 - June 1998
Skills
Retirement Planning, Retirement, Portfolio Management, 401k, Financial Advisory, Risk Management, Financial Services, Fixed Annuities, Wealth Accumulation..., Wealth Preservation..., Wealth Management, Analysis, Integrity, IRAs, Financial Analysis, Variable Annuities, Investment Advisory, Asset Management, Mutual Funds, Strategy, Market Research, Indexed Annuities, Asset Allocation, Wealth Accumulation, Small Business, Trading, Equity Trading, Investment Strategies, Series 7, Securities, Options, Equities, Series 63, Investment Management, Wealth Management..., Fixed Income, Financial Markets, Stocks, Technical Analysis, Wealth, High Net Worth..., Series 65, Investors, Savings, Business, Money, Business Networking, Client Services, Retirement Plan..., Investments
Education
University of North Carolina at Chapel Hill 1983 — 1987
BS, Biology
Romania Lee Romania Lee's UBS Experience 2005 - 2007
Job FINRA Series 7 & 66, CA Life Insurance, Licensed Real Estate Agent
Industry Financial Services
Experience
NAI Northern California 2013 - 2014
Charles Schwab 2007 - 2012
UBS 2005 - 2007
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Investments, Asset Allocation, Series 7, Investment Strategies, Mutual Funds, Retirement Planning, Sales, Investment Advisory, Securities, Finance
Education
University of Nebraska-Lincoln 1995 — 1999
Bachelor of Arts, Journalism and Mass Communications
NAI Northern California 2013 - 2014
Charles Schwab 2007 - 2012
UBS 2005 - 2007
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Investments, Asset Allocation, Series 7, Investment Strategies, Mutual Funds, Retirement Planning, Sales, Investment Advisory, Securities, Finance
Education
University of Nebraska-Lincoln 1995 — 1999
Bachelor of Arts, Journalism and Mass Communications
Mason Hawfield Mason Hawfield's UBS Experience June 2014 - Present
Job Registered Client Service Associate
Industry Financial Services
Experience
UBS June 2014 - Present
Education
UNC Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Management and Society
UBS June 2014 - Present
Education
UNC Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Management and Society
Ramki Nagaraj MBA/TM, PMP®, ITIL®, CSM® Ramki Nagaraj MBA/TM, PMP®, ITIL®, CSM®'s UBS Experience January 2001 - September 2015
Job Business Analyst / Agile PM / Project Manger / Agile Coach / Change Manager / Release manager
Industry Investment Banking
Experience
UBS January 2001 - September 2015
CGI Consulting Group June 1992 - December 2000
Larsen & Toubro Infotech August 1991 - June 1992
Skills
Vendor Management, Software Project..., Business Analysis, Project Delivery, SDLC, Agile Methodologies, Trading Systems, Global Delivery, Requirements Gathering, PMO, Enterprise Architecture
Education
University of Phoenix 2003 — 2006
MBA, Technology Management
University of Mysore 1987 — 1991
BE, computer science
UBS January 2001 - September 2015
CGI Consulting Group June 1992 - December 2000
Larsen & Toubro Infotech August 1991 - June 1992
Skills
Vendor Management, Software Project..., Business Analysis, Project Delivery, SDLC, Agile Methodologies, Trading Systems, Global Delivery, Requirements Gathering, PMO, Enterprise Architecture
Education
University of Phoenix 2003 — 2006
MBA, Technology Management
University of Mysore 1987 — 1991
BE, computer science
Kevin Campion's UBS Experience 1990 - 2000
Job Franchise Owner at Right at Home Garden City
Industry Hospital & Health Care
Experience
Right at Home Inc. July 2015 - Present
Canaccord Genuity Inc. 2012 - July 2015
BTIG May 2009 - May 2012
UBS 1990 - 2000
Skills
Equities, Series 7, Trading, Series 63, Bloomberg, Equity Trading, Financial Markets, Investment Banking, Capital Markets, Fixed Income, Bonds, Investments, Emerging Markets, Valuation, Hedge Funds, Mutual Funds, Securities, Investment Management, Series 24, Traders
Education
University of Notre Dame 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
Right at Home Inc. July 2015 - Present
Canaccord Genuity Inc. 2012 - July 2015
BTIG May 2009 - May 2012
UBS 1990 - 2000
Skills
Equities, Series 7, Trading, Series 63, Bloomberg, Equity Trading, Financial Markets, Investment Banking, Capital Markets, Fixed Income, Bonds, Investments, Emerging Markets, Valuation, Hedge Funds, Mutual Funds, Securities, Investment Management, Series 24, Traders
Education
University of Notre Dame 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
Maria I. Aschettino Maria I. Aschettino's UBS Experience January 2012 - May 2013
Job Product, Pricing & Profitability Analyst at Citizens Bank
Industry Investment Banking
Experience
Citizens Bank May 2015 - Present
Subway World Headquarters July 2013 - May 2015
New Tech Haven, LLC January 2013 - June 2013
UBS January 2012 - May 2013
Covidien May 2011 - August 2011
University of New Haven June 2010 - August 2010
Skills
Analysis, Microsoft Excel, Financial Analysis, Financial Modeling, Corporate Finance, Financial Reporting, Project Planning, Accounting, Valuation, Financial Accounting, Access, Standard and Poor’s..., Morningstar EnCorr, Edgar Online I-Metrix, Crystal Ball® 7.3..., Thomson ONE Analytics, Oracle JD Edwards..., Strategy, Data Analysis, Microsoft Office
Education
University of New Haven 2009 — 2013
BS, Finance, 4.0 GPA
Citizens Bank May 2015 - Present
Subway World Headquarters July 2013 - May 2015
New Tech Haven, LLC January 2013 - June 2013
UBS January 2012 - May 2013
Covidien May 2011 - August 2011
University of New Haven June 2010 - August 2010
Skills
Analysis, Microsoft Excel, Financial Analysis, Financial Modeling, Corporate Finance, Financial Reporting, Project Planning, Accounting, Valuation, Financial Accounting, Access, Standard and Poor’s..., Morningstar EnCorr, Edgar Online I-Metrix, Crystal Ball® 7.3..., Thomson ONE Analytics, Oracle JD Edwards..., Strategy, Data Analysis, Microsoft Office
Education
University of New Haven 2009 — 2013
BS, Finance, 4.0 GPA
Jesse Zhu Jesse Zhu's UBS Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at UBS
Industry Financial Services
Experience
UNC Kenan-Flagler August 2014 - Present
UBS June 2015 - August 2015
Sports Med Properties May 2014 - August 2014
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Bachelor's Degree
UNC Chapel Hill 2012 — 2016
East Forsyth High School 2008 — 2012
UNC Kenan-Flagler August 2014 - Present
UBS June 2015 - August 2015
Sports Med Properties May 2014 - August 2014
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Bachelor's Degree
UNC Chapel Hill 2012 — 2016
East Forsyth High School 2008 — 2012
Jungju Jin's UBS Experience September 2006 - August 2008
Job Business Development & Legal at YG Entertainment USA
Industry Entertainment
Experience
YG Entertainment USA May 2015 - Present
Korea Investment & Securities Co., Ltd June 2009 - November 2010
Lehman Brothers August 2008 - March 2009
UBS September 2006 - August 2008
Education
University of Notre Dame 2011 — 2014
Juris Doctor (J.D.), Law
Yonsei University 1999 — 2006
Bachelor’s Degree, Business Administration and Management / Economics / International Relations
YG Entertainment USA May 2015 - Present
Korea Investment & Securities Co., Ltd June 2009 - November 2010
Lehman Brothers August 2008 - March 2009
UBS September 2006 - August 2008
Education
University of Notre Dame 2011 — 2014
Juris Doctor (J.D.), Law
Yonsei University 1999 — 2006
Bachelor’s Degree, Business Administration and Management / Economics / International Relations
Brooks Simmons Brooks Simmons's UBS Experience May 2015 - August 2015
Job Student at University of North Carolina at Chapel Hill
Industry
Experience
UBS May 2015 - August 2015
World 50, Inc. May 2014 - August 2014
Skills
Leadership, Market Research, Facebook, Social Media, PowerPoint, Public Speaking, Data Analysis, Social Networking, Research, Event Planning, Microsoft Excel, Time Management, Microsoft Office, Marketing, Salesforce.com
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2017
Business Administration
UBS May 2015 - August 2015
World 50, Inc. May 2014 - August 2014
Skills
Leadership, Market Research, Facebook, Social Media, PowerPoint, Public Speaking, Data Analysis, Social Networking, Research, Event Planning, Microsoft Excel, Time Management, Microsoft Office, Marketing, Salesforce.com
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2017
Business Administration
Anya Deibert Anya Deibert's UBS Experience 2005 - 2007
Job
Industry Financial Services
Experience
UBS 2005 - 2007
Education
University of Nevada-Reno 1998 — 2002
Bachelor of Arts (B.A.), International Relations and Affairs
UBS 2005 - 2007
Education
University of Nevada-Reno 1998 — 2002
Bachelor of Arts (B.A.), International Relations and Affairs
Dave Meagher Dave Meagher's UBS Experience June 2011 - May 2012
Job Newly Graduated MBA from the University of NebraskaLincoln
Industry Computer Software
Experience
Presage Analytics May 2015 - Present
UNL Center for Entrepreneurship January 2015 - May 2015
University of Nebraska-Lincoln October 2012 - December 2014
UBS June 2011 - May 2012
Education
University of Nebraska-Lincoln 2013 — 2015
Master of Business Administration (MBA), 3.929
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science (BS), Economics and Finance, 3.739
Presage Analytics May 2015 - Present
UNL Center for Entrepreneurship January 2015 - May 2015
University of Nebraska-Lincoln October 2012 - December 2014
UBS June 2011 - May 2012
Education
University of Nebraska-Lincoln 2013 — 2015
Master of Business Administration (MBA), 3.929
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science (BS), Economics and Finance, 3.739
Brandon Walker's UBS Experience May 2010 - June 2010
Job Portfolio Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank July 2014 - Present
Fifth Third Bank June 2011 - July 2014
UBS May 2010 - June 2010
Marathon Oil & Petroleum May 2009 - June 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Portfolio Management, Finance, Investments, Corporate Finance, Strategic Financial..., Credit, Equities, Valuation, Fixed Income, Asset Management, Bloomberg, Wealth Management, Mutual Funds, Asset Allocation, Capital Markets, Securities, Investment Advisory, Hedge Funds, Alternative Investments, Credit Analysis, Investment Banking
Education
University of Notre Dame 2007 — 2011
BA, Finance
Findlay High School
Diploma, 2007
Fifth Third Bank July 2014 - Present
Fifth Third Bank June 2011 - July 2014
UBS May 2010 - June 2010
Marathon Oil & Petroleum May 2009 - June 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Portfolio Management, Finance, Investments, Corporate Finance, Strategic Financial..., Credit, Equities, Valuation, Fixed Income, Asset Management, Bloomberg, Wealth Management, Mutual Funds, Asset Allocation, Capital Markets, Securities, Investment Advisory, Hedge Funds, Alternative Investments, Credit Analysis, Investment Banking
Education
University of Notre Dame 2007 — 2011
BA, Finance
Findlay High School
Diploma, 2007
Jeff Jolly Jeff Jolly's UBS Experience October 2008 - October 2010
Job Financial Advisor, Senior Vice President
Industry Financial Services
Experience
Ameriprise Financial October 2010 - Present
UBS October 2008 - October 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) July 2005 - October 2008
Closings Unlimited January 2002 - July 2005
Education
University of New Haven 2002 — 2005
Bachelor of Science, Business Administration
Ameriprise Financial October 2010 - Present
UBS October 2008 - October 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) July 2005 - October 2008
Closings Unlimited January 2002 - July 2005
Education
University of New Haven 2002 — 2005
Bachelor of Science, Business Administration
Tia Naveendran Tia Naveendran's UBS Experience July 2015 - Present
Job IT Project Officer
Industry Information Technology and Services
Experience
UBS July 2015 - Present
Credit Suisse November 2014 - July 2015
BB&T August 2014 - October 2014
Vanguard June 2013 - August 2014
Skills
Bloomberg, Retirement Planning, Mutual Funds, ThomsonOne, IRAs, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Banking, Investment Strategies, Credit Derivatives
Education
UNC Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Psychology
UBS July 2015 - Present
Credit Suisse November 2014 - July 2015
BB&T August 2014 - October 2014
Vanguard June 2013 - August 2014
Skills
Bloomberg, Retirement Planning, Mutual Funds, ThomsonOne, IRAs, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Banking, Investment Strategies, Credit Derivatives
Education
UNC Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Psychology
Nikki Reyes's UBS Experience June 2015 - Present
Job Investment Banking Analyst at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
JPMorgan Chase & Co. May 2014 - August 2014
PwC June 2013 - July 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Capital IQ, Microsoft Excel, Financial Analysis, Data Analysis, Public Speaking, Accounting, Financial Modeling, Teamwork, Access
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance
UBS June 2015 - Present
JPMorgan Chase & Co. May 2014 - August 2014
PwC June 2013 - July 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Capital IQ, Microsoft Excel, Financial Analysis, Data Analysis, Public Speaking, Accounting, Financial Modeling, Teamwork, Access
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Miguel Vergara Miguel Vergara's UBS Experience July 2014 - October 2015
Job Business Project Manager
Industry Banking
Experience
SunTrust October 2015 - Present
UBS July 2014 - October 2015
Olive Garden March 2012 - August 2012
EXPRESS December 2011 - January 2012
UNC Campus Recreation January 2011 - January 2012
University of North Carolina at Chapel Hill August 2010 - January 2012
Bank of America March 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Series 7
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics
SunTrust October 2015 - Present
UBS July 2014 - October 2015
Olive Garden March 2012 - August 2012
EXPRESS December 2011 - January 2012
UNC Campus Recreation January 2011 - January 2012
University of North Carolina at Chapel Hill August 2010 - January 2012
Bank of America March 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Series 7
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics
Jay Arbetter Jay Arbetter's UBS Experience December 2013 - Present
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS December 2013 - Present
Merrill Lynch August 1985 - December 2013
Skills
Wealth Management
Education
University of North Texas 1971 — 1975
BBA, Accounting
UBS December 2013 - Present
Merrill Lynch August 1985 - December 2013
Skills
Wealth Management
Education
University of North Texas 1971 — 1975
BBA, Accounting
Matt Found's UBS Experience June 2006 - Present
Job Wealth Manager at UBS
Industry Financial Services
Experience
UBS June 2006 - Present
Lydall Industrial Thermal Solutions August 1996 - September 2005
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1996
MBA, Concentration in Finance
UBS June 2006 - Present
Lydall Industrial Thermal Solutions August 1996 - September 2005
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1996
MBA, Concentration in Finance
Emily Atkinson Emily Atkinson's UBS Experience December 2012 - July 2013
Job Jr. Business Analyst at Capital Markets Cooperative
Industry
Experience
Capital Markets Cooperative September 2014 - Present
Private Home August 2007 - May 2014
UBS December 2012 - July 2013
Florida Department of Children and Families August 2011 - November 2011
Skills
Microsoft Excel, Data Analysis, Data Entry, Financial Analysis, Editing, Account Reconciliation
Education
University of North Florida 2011 — 2013
Continued Studies, Accounting
University of North Florida 2009 — 2012
Bachelor's Degree, Criminal Justice
Capital Markets Cooperative September 2014 - Present
Private Home August 2007 - May 2014
UBS December 2012 - July 2013
Florida Department of Children and Families August 2011 - November 2011
Skills
Microsoft Excel, Data Analysis, Data Entry, Financial Analysis, Editing, Account Reconciliation
Education
University of North Florida 2011 — 2013
Continued Studies, Accounting
University of North Florida 2009 — 2012
Bachelor's Degree, Criminal Justice
Kelly Mathews Kelly Mathews's UBS Experience September 2010 - January 2011
Job UNC School of Law, J.D. Candidate
Industry Legal Services
Experience
Nelson Mullins July 2015 - August 2015
Dechert LLP May 2015 - July 2015
Supreme Court of North Carolina--The Honorable Justice Paul M. Newby July 2014 - August 2014
Nelson Mullins May 2014 - July 2014
Provident Funding Associates L.P. May 2011 - July 2013
UBS September 2010 - January 2011
STATE FARM INSURANCE AND FINANCIAL SERVICES August 2009 - October 2010
Education
UNC Chapel Hill School of Law 2013 — 2016
J.D. Candidate, Law
University of North Carolina at Charlotte 2007 — 2011
Finance, Psychology, Economics, 3.95/4.0
Nelson Mullins July 2015 - August 2015
Dechert LLP May 2015 - July 2015
Supreme Court of North Carolina--The Honorable Justice Paul M. Newby July 2014 - August 2014
Nelson Mullins May 2014 - July 2014
Provident Funding Associates L.P. May 2011 - July 2013
UBS September 2010 - January 2011
STATE FARM INSURANCE AND FINANCIAL SERVICES August 2009 - October 2010
Education
UNC Chapel Hill School of Law 2013 — 2016
J.D. Candidate, Law
University of North Carolina at Charlotte 2007 — 2011
Finance, Psychology, Economics, 3.95/4.0
Anisha Menon's UBS Experience May 2006 - August 2006
Job MBA Candidate, UNC KenanFlagler Business School
Industry Financial Services
Experience
Citi August 2012 - July 2015
Weave Corp. April 2009 - July 2012
Goldman Sachs February 2007 - February 2009
UBS May 2006 - August 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Rensselaer Polytechnic Institute 2005 — 2006
Master of Engineering
D.J Sanghvi College Of Engineering 2001 — 2005
Bachelor of Engineering
CFA Institute
Citi August 2012 - July 2015
Weave Corp. April 2009 - July 2012
Goldman Sachs February 2007 - February 2009
UBS May 2006 - August 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Rensselaer Polytechnic Institute 2005 — 2006
Master of Engineering
D.J Sanghvi College Of Engineering 2001 — 2005
Bachelor of Engineering
CFA Institute
Jeff Coppolo's UBS Experience October 1987 - December 1989
Job Head of Global Business Development, BlueSnap
Industry Financial Services
Experience
BlueSnap May 2013 - Present
Merchant Payments Ecosystem (MPE) 2015 - Present
Darby Road Home May 2014 - Present
De Novo Financial LLC August 2012 - December 2014
Alliance Companies January 2001 - July 2012
The Kessler Group January 1990 - December 2000
UBS October 1987 - December 1989
Skills
Payments, E-commerce, Strategic Partnerships, Start-ups, Mobile Payments, Electronic Payments, Credit Cards, Business Development, Payment Card Processing, Mergers & Acquisitions, Mobile Commerce, Strategy, Emerging Payments, Debit Cards, Management, Loyalty Programs, Strategic Alliances, Payment Gateways, Product Management, Co-branding, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BS, Business and Economics
Université de Grenoble
International Finance and Economics
BlueSnap May 2013 - Present
Merchant Payments Ecosystem (MPE) 2015 - Present
Darby Road Home May 2014 - Present
De Novo Financial LLC August 2012 - December 2014
Alliance Companies January 2001 - July 2012
The Kessler Group January 1990 - December 2000
UBS October 1987 - December 1989
Skills
Payments, E-commerce, Strategic Partnerships, Start-ups, Mobile Payments, Electronic Payments, Credit Cards, Business Development, Payment Card Processing, Mergers & Acquisitions, Mobile Commerce, Strategy, Emerging Payments, Debit Cards, Management, Loyalty Programs, Strategic Alliances, Payment Gateways, Product Management, Co-branding, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BS, Business and Economics
Université de Grenoble
International Finance and Economics
Elicia Mundy-Pellish, CFP® Elicia Mundy-Pellish, CFP®'s UBS Experience April 2012 - Present
Job Financial Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS April 2012 - Present
UBS April 2006 - April 2012
Merrill Lynch September 2000 - April 2006
Education
University of North Florida 1996 — 2000
BBA, Financial Services
Stanton College Preparatory School 1993 — 1996
High School Diploma
UBS April 2012 - Present
UBS April 2006 - April 2012
Merrill Lynch September 2000 - April 2006
Education
University of North Florida 1996 — 2000
BBA, Financial Services
Stanton College Preparatory School 1993 — 1996
High School Diploma
Joshua Holdman Joshua Holdman's UBS Experience 2014 - Present
Job Private Mortgage Banker at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS 2014 - Present
Wells Fargo 2012 - 2014
Comerica Bank 2012 - 2012
Wells Fargo 2006 - 2012
Skills
Credit, Mortgage Banking, Banking, Mortgage Lending, Relationship Management, Portfolio Management, Loans, Financial Services, Consumer Lending, Finance, Cross Selling, Wealth Management, Business Development, Selling, Sales, Real Estate, Refinance, Loan Origination, Leadership, Private Banking
Education
University of North Texas 2001 — 2004
B.A, Communication Studies
Plano East Senior High 1996 — 1998
UBS 2014 - Present
Wells Fargo 2012 - 2014
Comerica Bank 2012 - 2012
Wells Fargo 2006 - 2012
Skills
Credit, Mortgage Banking, Banking, Mortgage Lending, Relationship Management, Portfolio Management, Loans, Financial Services, Consumer Lending, Finance, Cross Selling, Wealth Management, Business Development, Selling, Sales, Real Estate, Refinance, Loan Origination, Leadership, Private Banking
Education
University of North Texas 2001 — 2004
B.A, Communication Studies
Plano East Senior High 1996 — 1998
Sabr Nuru Sabr Nuru's UBS Experience January 2011 - May 2011
Job Associate Project Manager at Omnitracs
Industry Financial Services
Experience
Omnitracs September 2015 - Present
Lanyon August 2015 - September 2015
Texans Credit Union July 2013 - August 2015
Dollar General May 2012 - May 2013
UBS January 2011 - May 2011
Skills
Customer Service, Microsoft Excel, Time Management, Access, Microsoft Word, Data Entry, Microsoft Office, PowerPoint, Inventory Management, Outlook, Customer Satisfaction, Teamwork, Retail, Accounting, Fax, Payroll
Education
University of North Texas 2011 — 2015
Finance, Accounting and Finance
University of North Texas 2011 — 2015
Finance, Accounting and Finance
Omnitracs September 2015 - Present
Lanyon August 2015 - September 2015
Texans Credit Union July 2013 - August 2015
Dollar General May 2012 - May 2013
UBS January 2011 - May 2011
Skills
Customer Service, Microsoft Excel, Time Management, Access, Microsoft Word, Data Entry, Microsoft Office, PowerPoint, Inventory Management, Outlook, Customer Satisfaction, Teamwork, Retail, Accounting, Fax, Payroll
Education
University of North Texas 2011 — 2015
Finance, Accounting and Finance
University of North Texas 2011 — 2015
Finance, Accounting and Finance
Surashree Pednekar Surashree Pednekar's UBS Experience April 2006 - January 2007
Job QA Project Management at RBC Capital Markets
Industry Computer Software
Experience
RBC Capital Markets 2010 - Present
Scotia Capital 2011 - 2011
Merrill Lynch February 2007 - December 2009
UBS April 2006 - January 2007
ABN AMRO Bank January 2005 - February 2006
McGraw-Hill Higher Education February 2004 - December 2004
Trigyn Technologies July 1999 - November 2004
Skills
Vendor Management, Software Quality..., Test Management, Program Management, Integration, SDLC
Education
University of Mumbai
MBA (MMS), Information Technology, Finance
University of Mumbai
MS, Physical Chemistry
University of Mumbai
BS, Chemistry
RBC Capital Markets 2010 - Present
Scotia Capital 2011 - 2011
Merrill Lynch February 2007 - December 2009
UBS April 2006 - January 2007
ABN AMRO Bank January 2005 - February 2006
McGraw-Hill Higher Education February 2004 - December 2004
Trigyn Technologies July 1999 - November 2004
Skills
Vendor Management, Software Quality..., Test Management, Program Management, Integration, SDLC
Education
University of Mumbai
MBA (MMS), Information Technology, Finance
University of Mumbai
MS, Physical Chemistry
University of Mumbai
BS, Chemistry
N. Abraham Issa, CFP® N. Abraham Issa, CFP®'s UBS Experience April 2005 - Present
Job First Vice President Wealth Advisor at UBS
Industry Financial Services
Experience
UBS April 2005 - Present
Merrill Lynch April 1996 - May 2005
Merrill Lynch April 1996 - April 2005
Nations Securities October 1993 - April 1996
Skills
Wealth Management
Education
University of Nebraska College of Law 1979 — 1982
J.D., Law
UBS April 2005 - Present
Merrill Lynch April 1996 - May 2005
Merrill Lynch April 1996 - April 2005
Nations Securities October 1993 - April 1996
Skills
Wealth Management
Education
University of Nebraska College of Law 1979 — 1982
J.D., Law
Michael Dino, MBA's UBS Experience May 2012 - October 2012
Job Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley November 2012 - Present
UBS May 2012 - October 2012
Target July 2007 - May 2012
Country Inn & Suites by Carlson November 2005 - June 2007
Skills
Series 7, Financial Analysis, Series 66, Microsoft Excel, Equities, Mutual Funds, Options, Analysis, Financial Modeling, Investments, Finance, Bloomberg, Portfolio Management, Asset Management, Wealth Management, Bonds, PowerPoint, Valuation, Microsoft Office, Customer Service
Education
University of North Alabama 2010 — 2012
Master of Business Administration (MBA), Finance, 3.8 GPA
Morgan Stanley November 2012 - Present
UBS May 2012 - October 2012
Target July 2007 - May 2012
Country Inn & Suites by Carlson November 2005 - June 2007
Skills
Series 7, Financial Analysis, Series 66, Microsoft Excel, Equities, Mutual Funds, Options, Analysis, Financial Modeling, Investments, Finance, Bloomberg, Portfolio Management, Asset Management, Wealth Management, Bonds, PowerPoint, Valuation, Microsoft Office, Customer Service
Education
University of North Alabama 2010 — 2012
Master of Business Administration (MBA), Finance, 3.8 GPA
James Hinckley's UBS Experience June 2010 - August 2010
Job Manager, FP&A and Programming Finance Cable Entertainment at NBCUniversal
Industry Entertainment
Experience
NBCUniversal, Inc. April 2014 - Present
GE Capital January 2012 - April 2014
University of Notre Dame August 2010 - May 2011
UBS June 2010 - August 2010
IMG June 2009 - August 2009
Skills
Financial Modeling, Finance, Corporate Finance, Financial Analysis, Hyperion EPM, Financial Reporting, Television Programming, Cable Television, Forecasting, Interest Rate Risk..., Liquidity Risk, Strategy, Analysis, Managerial Finance, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Financial Planning, Accounting, Analytics, Microsoft Word
Education
University of Notre Dame 2007 — 2011
BBA, Finance
Cistercian Preparatory School 1999 — 2007
NBCUniversal, Inc. April 2014 - Present
GE Capital January 2012 - April 2014
University of Notre Dame August 2010 - May 2011
UBS June 2010 - August 2010
IMG June 2009 - August 2009
Skills
Financial Modeling, Finance, Corporate Finance, Financial Analysis, Hyperion EPM, Financial Reporting, Television Programming, Cable Television, Forecasting, Interest Rate Risk..., Liquidity Risk, Strategy, Analysis, Managerial Finance, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Financial Planning, Accounting, Analytics, Microsoft Word
Education
University of Notre Dame 2007 — 2011
BBA, Finance
Cistercian Preparatory School 1999 — 2007
Alyssa Vu's UBS Experience June 2013 - August 2013
Job UBS Wealth Management Analyst
Industry Financial Services
Experience
UBS June 2013 - August 2013
AtlantiCare June 2012 - August 2012
Sandra & Roy's Boutique 2009 - 2012
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Mainland Regional High School 2006 — 2010
UBS June 2013 - August 2013
AtlantiCare June 2012 - August 2012
Sandra & Roy's Boutique 2009 - 2012
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Mainland Regional High School 2006 — 2010
Nevo Hed's UBS Experience February 1997 - April 1998
Job Sr. Principal Embedded Software Engineer at Aereo
Industry Computer Networking
Experience
Project Decibel December 2014 - Present
Aereo December 2010 - November 2014
Microsoft August 2008 - December 2010
Navic Networks April 2004 - December 2010
Proquent January 2001 - February 2004
Interspeed June 1998 - December 2000
Union Bank Of Switzerland February 1997 - April 1998
UBS February 1997 - April 1998
Cabletron March 1994 - February 1997
Education
Worcester Polytechnic Institute 1989 — 1994
MS+BS
University of New Hampshire 1989 — 1989
N/A (Transfer)
Project Decibel December 2014 - Present
Aereo December 2010 - November 2014
Microsoft August 2008 - December 2010
Navic Networks April 2004 - December 2010
Proquent January 2001 - February 2004
Interspeed June 1998 - December 2000
Union Bank Of Switzerland February 1997 - April 1998
UBS February 1997 - April 1998
Cabletron March 1994 - February 1997
Education
Worcester Polytechnic Institute 1989 — 1994
MS+BS
University of New Hampshire 1989 — 1989
N/A (Transfer)
Robert Burleigh's UBS Experience April 2015 - Present
Job Finanacial Advisor
Industry Financial Services
Experience
UBS April 2015 - Present
FactSet May 2014 - April 2015
Oppenheimer & Co., Inc June 2008 - October 2013
Oppenheimer & Co. Inc. June 2006 - June 2008
Oppenheimer & Co. Inc. July 2004 - January 2006
Oppenheimer & Co. Inc. September 1998 - July 2003
Education
Leonard N. Stern School of Business 2009 — 2012
M.B.A
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Science (BS)
UBS April 2015 - Present
FactSet May 2014 - April 2015
Oppenheimer & Co., Inc June 2008 - October 2013
Oppenheimer & Co. Inc. June 2006 - June 2008
Oppenheimer & Co. Inc. July 2004 - January 2006
Oppenheimer & Co. Inc. September 1998 - July 2003
Education
Leonard N. Stern School of Business 2009 — 2012
M.B.A
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Science (BS)
Rajesh Manjrekar's UBS Experience December 2006 - April 2007
Job AVP (IT Infrastructure) at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2007 - Present
UBS December 2006 - April 2007
Pepsi Bottling Group May 2002 - November 2006
Persumma Financials April 2001 - December 2001
Fidelity June 1996 - April 2001
DB Concepts Inc June 1995 - June 1996
Raymond Synthetics Ltd, India April 1994 - June 1995
Raymonds Synthetics Ltd, 1994 - 1995
Infotek Computers India November 1991 - November 1992
Skills
Sybase, Solaris, People Management, Disaster Recovery, Databases, Architecture, Administration, Troubleshooting, Sybase ASE, Database Administration, Performance Tuning, Production Support, ITIL, Replication, SDLC, Enterprise Architecture, Data Warehousing, Software Development, Database Design, Integration, AIX, Perl, Shell Scripting, Management, Architectures, IBM AIX
Education
University of Mumbai 1987 — 1990
BSc, Statistics and Computers
Harvard University Division of Continuing Education
Finance for the Nonfinancial Manager
MFS Investment Management April 2007 - Present
UBS December 2006 - April 2007
Pepsi Bottling Group May 2002 - November 2006
Persumma Financials April 2001 - December 2001
Fidelity June 1996 - April 2001
DB Concepts Inc June 1995 - June 1996
Raymond Synthetics Ltd, India April 1994 - June 1995
Raymonds Synthetics Ltd, 1994 - 1995
Infotek Computers India November 1991 - November 1992
Skills
Sybase, Solaris, People Management, Disaster Recovery, Databases, Architecture, Administration, Troubleshooting, Sybase ASE, Database Administration, Performance Tuning, Production Support, ITIL, Replication, SDLC, Enterprise Architecture, Data Warehousing, Software Development, Database Design, Integration, AIX, Perl, Shell Scripting, Management, Architectures, IBM AIX
Education
University of Mumbai 1987 — 1990
BSc, Statistics and Computers
Harvard University Division of Continuing Education
Finance for the Nonfinancial Manager
Allen Graf's UBS Experience Systems AnalystAT&T1982 - 1999
Job Associate Director at UBS
Industry Computer Software
Experience
UBS Systems AnalystAT&T1982 - 1999
Education
University of Northern Colorado 1968 — 1972
UBS Systems AnalystAT&T1982 - 1999
Education
University of Northern Colorado 1968 — 1972
Vinny Johar's UBS Experience May 2013 - Present
Job Americas Head of Payroll at UBS Financial Services
Industry Financial Services
Experience
UBS May 2013 - Present
UBS Financial Services February 2011 - May 2013
UBS February 2010 - February 2011
Financially Fit NYC December 2008 - February 2010
Softscape September 2007 - December 2008
United Nations Development Programme January 1998 - September 2007
Price Waterhouse January 1992 - January 1998
AT&T May 1991 - January 1992
Skills
PMP, Business Analysis, SDLC, IT Strategy, Program Management, Enterprise Architecture, Integration, Business Intelligence, Business Transformation, Management Consulting, Financial Services, Vendor Management, Project Portfolio..., CRM, Strategic Planning, Business Process..., Software Project..., Requirements Analysis, Outsourcing, PMO, Governance, IT Management
Education
University of Nebraska-Lincoln 1986 — 1991
Bachelor of Science, Electrical Engineering
UBS May 2013 - Present
UBS Financial Services February 2011 - May 2013
UBS February 2010 - February 2011
Financially Fit NYC December 2008 - February 2010
Softscape September 2007 - December 2008
United Nations Development Programme January 1998 - September 2007
Price Waterhouse January 1992 - January 1998
AT&T May 1991 - January 1992
Skills
PMP, Business Analysis, SDLC, IT Strategy, Program Management, Enterprise Architecture, Integration, Business Intelligence, Business Transformation, Management Consulting, Financial Services, Vendor Management, Project Portfolio..., CRM, Strategic Planning, Business Process..., Software Project..., Requirements Analysis, Outsourcing, PMO, Governance, IT Management
Education
University of Nebraska-Lincoln 1986 — 1991
Bachelor of Science, Electrical Engineering
Daniel Chervanick's UBS Experience August 2007 - January 2009
Job Trader at BP
Industry Financial Services
Experience
BP January 2013 - Present
Louis Dreyfus Highbridge Energy August 2011 - December 2012
Sasco Energy Partners March 2009 - July 2011
UBS August 2007 - January 2009
Skills
Financial Modeling, Trading, Options, Financial Analysis, Derivatives, Valuation, Capital Markets, Equities, Natural Gas, Commodity, Commodity Markets, Microsoft Excel, Hedging, Bloomberg, Hedge Funds
Education
University of Notre Dame 2006 — 2007
MSA, Accounting
University of Notre Dame 2002 — 2006
Bachelors of Science, Accounting
BP January 2013 - Present
Louis Dreyfus Highbridge Energy August 2011 - December 2012
Sasco Energy Partners March 2009 - July 2011
UBS August 2007 - January 2009
Skills
Financial Modeling, Trading, Options, Financial Analysis, Derivatives, Valuation, Capital Markets, Equities, Natural Gas, Commodity, Commodity Markets, Microsoft Excel, Hedging, Bloomberg, Hedge Funds
Education
University of Notre Dame 2006 — 2007
MSA, Accounting
University of Notre Dame 2002 — 2006
Bachelors of Science, Accounting
Khyati Tank's UBS Experience September 2007 - December 2007
Job Senior Financial Analyst
Industry Semiconductors
Experience
Kaiser Permanente August 2015 - Present
KLA-Tencor March 2014 - August 2015
Fresenius Medical Care January 2013 - March 2014
Fresenius Medical Care June 2011 - January 2013
Calypso Technology October 2009 - June 2011
Nevada System of Higher Education September 2007 - May 2009
UBS September 2007 - December 2007
European Bank for Reconstruction and Development June 2007 - August 2007
Skills
Portfolio Management, Banking, Financial Modeling, Finance, Management, Analysis, Forecasting, Fixed Income, Business Strategy, Financial Reporting, Investments, Financial Services, Accounting, Strategic Financial...
Education
University of Nevada-Reno 2004 — 2009
Bachelor of Science, Economics and Finance
Kaiser Permanente August 2015 - Present
KLA-Tencor March 2014 - August 2015
Fresenius Medical Care January 2013 - March 2014
Fresenius Medical Care June 2011 - January 2013
Calypso Technology October 2009 - June 2011
Nevada System of Higher Education September 2007 - May 2009
UBS September 2007 - December 2007
European Bank for Reconstruction and Development June 2007 - August 2007
Skills
Portfolio Management, Banking, Financial Modeling, Finance, Management, Analysis, Forecasting, Fixed Income, Business Strategy, Financial Reporting, Investments, Financial Services, Accounting, Strategic Financial...
Education
University of Nevada-Reno 2004 — 2009
Bachelor of Science, Economics and Finance
Matthew Schechter's UBS Experience July 2002 - May 2007
Job Director of Marketing at Arcoda Capital Management
Industry Investment Management
Experience
Arcoda Capital Management June 2011 - Present
Paragon Capital March 2009 - June 2011
UBS July 2002 - May 2007
Morgan Stanley July 1997 - July 2002
Education
University of North Carolina at Chapel Hill 1987 — 1991
BA, Industrial Relations
Arcoda Capital Management June 2011 - Present
Paragon Capital March 2009 - June 2011
UBS July 2002 - May 2007
Morgan Stanley July 1997 - July 2002
Education
University of North Carolina at Chapel Hill 1987 — 1991
BA, Industrial Relations
Stan Lindgren's UBS Experience August 2013 - Present
Job Head of Alternative Investment Due Diligence Institutional Consulting at UBS
Industry Investment Management
Experience
UBS August 2013 - Present
U.S. Navy Reserve January 1990 - Present
JSL Capital Consulting January 2010 - July 2013
HG Holdings July 2006 - December 2009
Stevens Capital Management June 2005 - June 2006
Tewksbury Capital Management January 2002 - May 2005
IBM July 1992 - December 2001
U.S. Navy December 1985 - December 1989
Skills
Private Equity, Venture Capital, Alternative Investments, Asset Management, Hedge Funds, Investments, Due Diligence, Strategic Planning, Business Relationship..., Financial Analysis, Financial Management, Budgeting, Performance Measurement, Managerial Finance, Budgets, Investment Management, Strategy, Mutual Funds, Finance, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1992
MBA, Finance
Vanderbilt University 1981 — 1985
BS, Mathematics
National Defense University Joint Forces Staff College
AJPME, Joint Professional Military Education
UBS August 2013 - Present
U.S. Navy Reserve January 1990 - Present
JSL Capital Consulting January 2010 - July 2013
HG Holdings July 2006 - December 2009
Stevens Capital Management June 2005 - June 2006
Tewksbury Capital Management January 2002 - May 2005
IBM July 1992 - December 2001
U.S. Navy December 1985 - December 1989
Skills
Private Equity, Venture Capital, Alternative Investments, Asset Management, Hedge Funds, Investments, Due Diligence, Strategic Planning, Business Relationship..., Financial Analysis, Financial Management, Budgeting, Performance Measurement, Managerial Finance, Budgets, Investment Management, Strategy, Mutual Funds, Finance, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1992
MBA, Finance
Vanderbilt University 1981 — 1985
BS, Mathematics
National Defense University Joint Forces Staff College
AJPME, Joint Professional Military Education
Matthew Belcher's UBS Experience February 2002 - May 2004
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments September 2012 - Present
Securities America June 2010 - September 2012
Wachovia Securities May 2007 - May 2010
Wachovia Bank/Wachovia Securities May 2004 - January 2007
UBS February 2002 - May 2004
Manufactured Home Outlet June 2001 - February 2002
Cisco November 2000 - May 2001
Intermedia Communication March 2000 - November 2000
Central Carolina Bank November 1997 - March 2000
Education
University of North Carolina at Chapel Hill 1993 — 1997
BA, Economics
PNC Investments September 2012 - Present
Securities America June 2010 - September 2012
Wachovia Securities May 2007 - May 2010
Wachovia Bank/Wachovia Securities May 2004 - January 2007
UBS February 2002 - May 2004
Manufactured Home Outlet June 2001 - February 2002
Cisco November 2000 - May 2001
Intermedia Communication March 2000 - November 2000
Central Carolina Bank November 1997 - March 2000
Education
University of North Carolina at Chapel Hill 1993 — 1997
BA, Economics
Tomas Jordan's UBS Experience 1999 - 2004
Job Managing Director at Buckingham Partners
Industry Financial Services
Experience
Buckingham Partners March 2004 - Present
UBS 1999 - 2004
Education
University of Notre Dame - Mendoza College of Business 2002 — 2003
Buckingham Partners March 2004 - Present
UBS 1999 - 2004
Education
University of Notre Dame - Mendoza College of Business 2002 — 2003
Frank Lugossy's UBS Experience December 2000 - August 2005
Job Owner, Continentalfinewines.com
Industry Wine and Spirits
Experience
Continentalfinewines.com December 2006 - Present
UBS December 2000 - August 2005
PaineWebber October 1987 - December 2000
Education
University of North Carolina at Chapel Hill 1983 — 1987
The Lawrenceville School 1979 — 1983
Continentalfinewines.com December 2006 - Present
UBS December 2000 - August 2005
PaineWebber October 1987 - December 2000
Education
University of North Carolina at Chapel Hill 1983 — 1987
The Lawrenceville School 1979 — 1983
Morgan Loupe's UBS Experience HR GeneralistUBS Investment Bank2005 - Present
Job Human Resources at UBS
Industry Financial Services
Experience
UBS HR GeneralistUBS Investment Bank2005 - Present
Education
University of North Texas 2000 — 2004
UBS HR GeneralistUBS Investment Bank2005 - Present
Education
University of North Texas 2000 — 2004
Sallie Beason's UBS Experience November 2000 - July 2001
Job Consultant Real Estate Finance
Industry Capital Markets
Experience
Independent Consultant April 2008 - Present
Fifth Third Bank April 2007 - April 2008
Banc of America Securities September 2002 - March 2007
UBS November 2000 - July 2001
Paine Webber Real Estate Securities, Inc. September 1997 - November 2000
Jefferson Bank 1989 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance and Real Estate
University of North Carolina at Chapel Hill 1987 — 1989
BA, Economics
Vanderbilt University 1985 — 1987
Salem Academy
Independent Consultant April 2008 - Present
Fifth Third Bank April 2007 - April 2008
Banc of America Securities September 2002 - March 2007
UBS November 2000 - July 2001
Paine Webber Real Estate Securities, Inc. September 1997 - November 2000
Jefferson Bank 1989 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance and Real Estate
University of North Carolina at Chapel Hill 1987 — 1989
BA, Economics
Vanderbilt University 1985 — 1987
Salem Academy
Swapnil Kulkarni's UBS Experience March 2005 - September 2005
Job Vice President at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan May 2008 - Present
Bear Stearns August 2006 - May 2008
Credit Suisse September 2005 - August 2006
UBS March 2005 - September 2005
GE Energy 2003 - 2004
Citicorp Overseas Software Limited 2000 - 2003
Mastek Ltd 2000 - 2000
Neuman Software Consultancy 1998 - 2000
Education
CDAC
K.J.Somaiya Polytechnic
Diploma in Mech Engg, Mechanical Engineering
University of Mumbai
XLRI Jamshedpur
PGCBM, Business Management
JP Morgan May 2008 - Present
Bear Stearns August 2006 - May 2008
Credit Suisse September 2005 - August 2006
UBS March 2005 - September 2005
GE Energy 2003 - 2004
Citicorp Overseas Software Limited 2000 - 2003
Mastek Ltd 2000 - 2000
Neuman Software Consultancy 1998 - 2000
Education
CDAC
K.J.Somaiya Polytechnic
Diploma in Mech Engg, Mechanical Engineering
University of Mumbai
XLRI Jamshedpur
PGCBM, Business Management
Rosey Valencia, CIMA ®'s UBS Experience March 1999 - September 2004
Job Sr Managing Director, Client Development at Destra Capital
Industry Financial Services
Experience
Destra Capital December 2011 - Present
DWS Investments September 2004 - November 2011
UBS March 1999 - September 2004
Education
University of Notre Dame 1994 — 1998
Bachelor of Business Administration, Finance
Destra Capital December 2011 - Present
DWS Investments September 2004 - November 2011
UBS March 1999 - September 2004
Education
University of Notre Dame 1994 — 1998
Bachelor of Business Administration, Finance
Wendy Metcalfe's UBS Experience December 2014 - Present
Job Executive Director, Group Accounting and Control at UBS
Industry Investment Banking
Experience
UBS December 2014 - Present
UBS June 2008 - December 2014
UBS May 2006 - June 2008
New Alliance Bank September 2004 - April 2006
GE Capital October 2003 - September 2004
Financial Accounting Standards Board October 2002 - October 2003
People's Bank August 1997 - October 2002
Deloitte & Touche 1993 - 1996
Skills
Financial Reporting, Accounting, Derivatives, Capital Markets, Investment Banking, Financial Analysis, Risk Management, Fixed Income, Financial Modeling, Corporate Finance, Banking
Education
University of New Haven
MBA, Finance, General
UBS December 2014 - Present
UBS June 2008 - December 2014
UBS May 2006 - June 2008
New Alliance Bank September 2004 - April 2006
GE Capital October 2003 - September 2004
Financial Accounting Standards Board October 2002 - October 2003
People's Bank August 1997 - October 2002
Deloitte & Touche 1993 - 1996
Skills
Financial Reporting, Accounting, Derivatives, Capital Markets, Investment Banking, Financial Analysis, Risk Management, Fixed Income, Financial Modeling, Corporate Finance, Banking
Education
University of New Haven
MBA, Finance, General
Alice BrightSky's UBS Experience December 2004 - April 2007
Job Compliance Leader AML & KYC, GE Capital
Industry Financial Services
Experience
GE Capital June 2013 - Present
GE Capital 2010 - June 2013
Royal Bank of Scotland June 2010 - October 2010
BNP Paribas Fortis April 2007 - June 2010
UBS December 2004 - April 2007
Bear Stearns May 2002 - January 2004
Skills
AML, Banking, Internal Controls, Operational Risk, Risk Management, Compliance, KYC, Operational Risk..., Project Management, Financial Services, Change Management, OFAC, USA PATRIOT Act, Hedge Funds, Securities, Fraud, Due Diligence, Anti Money Laundering
Education
University of New Hampshire 1992 — 1996
BA, Polysci
GE Capital June 2013 - Present
GE Capital 2010 - June 2013
Royal Bank of Scotland June 2010 - October 2010
BNP Paribas Fortis April 2007 - June 2010
UBS December 2004 - April 2007
Bear Stearns May 2002 - January 2004
Skills
AML, Banking, Internal Controls, Operational Risk, Risk Management, Compliance, KYC, Operational Risk..., Project Management, Financial Services, Change Management, OFAC, USA PATRIOT Act, Hedge Funds, Securities, Fraud, Due Diligence, Anti Money Laundering
Education
University of New Hampshire 1992 — 1996
BA, Polysci
Nicholas Galeone's UBS Experience July 2002 - March 2013
Job Managing Director at Sound Mark Partners
Industry Commercial Real Estate
Experience
Sound Mark Partners September 2013 - Present
CBRE Capital Partners March 2013 - September 2013
UBS July 2002 - March 2013
Education
University of Notre Dame 1998 — 2002
BA, Finance, History
Sound Mark Partners September 2013 - Present
CBRE Capital Partners March 2013 - September 2013
UBS July 2002 - March 2013
Education
University of Notre Dame 1998 — 2002
BA, Finance, History
Mike Gould, CFA, CPM's UBS Experience May 2009 - Present
Job Investment Associate | Rankin Wealth Management
Industry Investment Management
Experience
UBS May 2009 - Present
Citigroup May 2007 - May 2009
Education
University of North Carolina at Chapel Hill 1999 — 2002
BSBA, Finance
Grimsley High School
Grimsley High School
Grimsley High School
UBS May 2009 - Present
Citigroup May 2007 - May 2009
Education
University of North Carolina at Chapel Hill 1999 — 2002
BSBA, Finance
Grimsley High School
Grimsley High School
Grimsley High School
Leslie Crilley, RP®'s UBS Experience April 2009 - Present
Job Wealth Management Associate
Industry Consumer Services
Experience
UBS April 2009 - Present
BlackRock February 1986 - December 2008
Merrill Lynch Investment Managers 1986 - 2006
Merrill Lynch 1986 - 2006
Skills
Series 7, Series 63
Education
University of North Carolina at Wilmington 1979 — 1983
BA, Communications and Spanish
Towson Senior 1978 — 1979
UBS April 2009 - Present
BlackRock February 1986 - December 2008
Merrill Lynch Investment Managers 1986 - 2006
Merrill Lynch 1986 - 2006
Skills
Series 7, Series 63
Education
University of North Carolina at Wilmington 1979 — 1983
BA, Communications and Spanish
Towson Senior 1978 — 1979
Nathan Mosakowski's UBS Experience August 2007 - August 2008
Job at Curian Capital
Industry Financial Services
Experience
Curian Capital June 2015 - Present
Jackson National Life January 2015 - Present
Jackson National Life April 2013 - Present
UBS financial services 2007 - April 2013
UBS August 2007 - August 2008
McMillan Analysis August 2003 - August 2006
Bloomberg LP July 2001 - July 2003
Skills
series 26, Series 7, Options, Equities, Derivatives, Investments, Series 63, Analysis of Alternatives, Variable Annuities
Education
University of North Alabama 2006 — 2008
MBA, International Business
Curian Capital June 2015 - Present
Jackson National Life January 2015 - Present
Jackson National Life April 2013 - Present
UBS financial services 2007 - April 2013
UBS August 2007 - August 2008
McMillan Analysis August 2003 - August 2006
Bloomberg LP July 2001 - July 2003
Skills
series 26, Series 7, Options, Equities, Derivatives, Investments, Series 63, Analysis of Alternatives, Variable Annuities
Education
University of North Alabama 2006 — 2008
MBA, International Business
Shao Bo Ma's UBS Experience June 2007 - August 2007
Job Owner at Gobi Mongolian Grill
Industry Restaurants
Experience
Gobi Mongolian Grill September 2012 - Present
Bloomberg September 2009 - March 2010
DJ Mosier June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Social Media
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
Gobi Mongolian Grill September 2012 - Present
Bloomberg September 2009 - March 2010
DJ Mosier June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Social Media
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
Prajakta Pandharkar's UBS Experience 2006 - 2007
Job Enterprise Architect at Silicon Valley Bank
Industry Information Technology and Services
Experience
Silicon Valley Bank October 2010 - Present
Silicon Valley Bank October 2010 - Present
Cisco Systems June 2009 - September 2010
Wipro Technologies July 2004 - September 2010
Cisco Systems 2009 - 2010
Charles Schwab 2007 - 2008
UBS 2006 - 2007
Capgemini Consulting 2003 - 2004
Patni Computer Systems August 1998 - September 2003
GE Employer's Reinsurance Corp 2002 - 2003
Skills
Data Warehousing, Business Intelligence, ETL, SDLC, Informatica, Oracle, Requirements Analysis, Data Modeling, Solution Architecture, Business Objects, PL/SQL, Enterprise Architecture, Software Project..., Teradata, Requirements Gathering, Business Analysis, Data Warehouse..., SQL, Unix, IT Strategy
Education
University of Mumbai 1994 — 1998
Bachelor of Engineering.
Saradar Patel College Of Engineering
Silicon Valley Bank October 2010 - Present
Silicon Valley Bank October 2010 - Present
Cisco Systems June 2009 - September 2010
Wipro Technologies July 2004 - September 2010
Cisco Systems 2009 - 2010
Charles Schwab 2007 - 2008
UBS 2006 - 2007
Capgemini Consulting 2003 - 2004
Patni Computer Systems August 1998 - September 2003
GE Employer's Reinsurance Corp 2002 - 2003
Skills
Data Warehousing, Business Intelligence, ETL, SDLC, Informatica, Oracle, Requirements Analysis, Data Modeling, Solution Architecture, Business Objects, PL/SQL, Enterprise Architecture, Software Project..., Teradata, Requirements Gathering, Business Analysis, Data Warehouse..., SQL, Unix, IT Strategy
Education
University of Mumbai 1994 — 1998
Bachelor of Engineering.
Saradar Patel College Of Engineering
Shrikant Murali's UBS Experience March 2014 - Present
Job Director at UBS
Industry Information Technology and Services
Experience
UBS March 2014 - Present
UBS October 2005 - Present
eZe systems September 2004 - October 2005
Infomatics July 2001 - December 2001
Skills
ITIL, Enterprise Architecture, Integration, Unix, IT Strategy, Documentum, SharePoint, Software Project..., SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Solution Architecture, Agile Methodologies, SOA, Service Delivery
Education
University of Mumbai
B.E.
Wright State University
M.S., Electrical Engineering
UBS March 2014 - Present
UBS October 2005 - Present
eZe systems September 2004 - October 2005
Infomatics July 2001 - December 2001
Skills
ITIL, Enterprise Architecture, Integration, Unix, IT Strategy, Documentum, SharePoint, Software Project..., SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Solution Architecture, Agile Methodologies, SOA, Service Delivery
Education
University of Mumbai
B.E.
Wright State University
M.S., Electrical Engineering
Craig Goos's UBS Experience 2008 - 2010
Job Managing Director at North Capital Private Securities
Industry Financial Services
Experience
North Capital Private Securities Corporation 2011 - Present
UBS 2008 - 2010
Bear Stearns 2004 - 2008
Oppenheimer & Co. 1998 - 2004
Morgan Stanley Dean Witter 1995 - 1998
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Investment Advisory, Asset Managment, Wealth Management, Mutual Funds, Investments, Investment Strategies, Investment Management, Asset Management, Capital Markets, Private Equity, Start-ups, Financial Services, Venture Capital, Financial Advisory, Securities
Education
University of Northern Iowa 1988 — 1993
BA, General Studies
North Capital Private Securities Corporation 2011 - Present
UBS 2008 - 2010
Bear Stearns 2004 - 2008
Oppenheimer & Co. 1998 - 2004
Morgan Stanley Dean Witter 1995 - 1998
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Investment Advisory, Asset Managment, Wealth Management, Mutual Funds, Investments, Investment Strategies, Investment Management, Asset Management, Capital Markets, Private Equity, Start-ups, Financial Services, Venture Capital, Financial Advisory, Securities
Education
University of Northern Iowa 1988 — 1993
BA, General Studies
Chris Kurdziel's UBS Experience September 2013 - Present
Job Assistant Complex Director UBS Financial Services
Industry Financial Services
Experience
UBS September 2013 - Present
UBS September 2013 - Present
UBS Financial Services May 2000 - Present
Education
UNLV
Master of Business Administration (MBA)
UBS September 2013 - Present
UBS September 2013 - Present
UBS Financial Services May 2000 - Present
Education
UNLV
Master of Business Administration (MBA)
Steve Gehrmann, CFA's UBS Experience June 2011 - October 2013
Job Director Liquidity Oversight at GE Capital
Industry Financial Services
Experience
GE Capital October 2013 - Present
UBS June 2011 - October 2013
Citi January 2005 - June 2011
Federal Reserve Board September 2001 - December 2003
Skills
Treasury Management, Liquidity Management, Financial Risk..., Interest Rate Risk..., FX Hedging, Interest Rate Hedging, Funds Transfer Pricing, ALM, Fixed Income, Financial Accounting, Financial Modeling, Bloomberg, MS Excel Pivot Tables, Derivatives
Education
New York University - Leonard N. Stern School of Business
MBA, Economics, Corporate Finance
University of Notre Dame
Bachelors, Finance
GE Capital October 2013 - Present
UBS June 2011 - October 2013
Citi January 2005 - June 2011
Federal Reserve Board September 2001 - December 2003
Skills
Treasury Management, Liquidity Management, Financial Risk..., Interest Rate Risk..., FX Hedging, Interest Rate Hedging, Funds Transfer Pricing, ALM, Fixed Income, Financial Accounting, Financial Modeling, Bloomberg, MS Excel Pivot Tables, Derivatives
Education
New York University - Leonard N. Stern School of Business
MBA, Economics, Corporate Finance
University of Notre Dame
Bachelors, Finance
Junyao Xu's UBS Experience December 1997 - April 2000
Job Consultant at Citi
Industry Financial Services
Experience
Bank of America August 2010 - Present
Citi August 2009 - August 2010
Bessemer Trust February 2009 - August 2009
Credit Suisse October 2007 - February 2009
Bessemer Trust May 2000 - September 2007
UBS December 1997 - April 2000
Skills
SDLC
Education
University of North Carolina at Chapel Hill
MS, Information Science
Bank of America August 2010 - Present
Citi August 2009 - August 2010
Bessemer Trust February 2009 - August 2009
Credit Suisse October 2007 - February 2009
Bessemer Trust May 2000 - September 2007
UBS December 1997 - April 2000
Skills
SDLC
Education
University of North Carolina at Chapel Hill
MS, Information Science
Randall Herrel, Jr.'s UBS Experience July 2007 - April 2009
Job Senior Financial Analyst at Pharmavite
Industry Consumer Goods
Experience
Pharmavite June 2013 - Present
Kneon Inc. June 2012 - May 2013
Whirlpool Corporation May 2012 - August 2012
Kneon Inc. June 2010 - June 2012
Oaktree Capital Management January 2010 - May 2010
Santa Catalina Island Company September 2009 - January 2010
UBS July 2007 - April 2009
Roth Capital Partners May 2006 - August 2006
Roth Capital Partners June 2005 - July 2005
Ashworth Inc. July 2004 - July 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Business Strategy, Start-ups, Venture Capital, Private Equity, Analysis, Strategic Partnerships, Investment Banking, Corporate Development, Competitive Analysis, Strategic Financial..., Entrepreneurship, Finance, Emerging Markets, Mergers & Acquisitions, Analytics, Consulting, Management, Equity Research, Portfolio Management, Strategy, Cross-functional Team..., M&A experience, Strategic Consulting, Business Development, Financial Services, Asset Management, Business Valuation, Management Consulting, Forecasting, Market Research, Business Planning, Hedge Funds, Restructuring, Executive Management, Investments, Market Analysis, Risk Management, Capital Markets, Acquisition Integration, Bloomberg, LBO, Securities, Economics, Investor Relations, Equities
Education
University of Notre Dame 2011 — 2013
MBA, Business
University of Southern California - Marshall School of Business 2003 — 2007
Bachelors of Science, Business, Finance, Communications
Mater Dei High School 1999 — 2003
High School Diploma, 2003
Pharmavite June 2013 - Present
Kneon Inc. June 2012 - May 2013
Whirlpool Corporation May 2012 - August 2012
Kneon Inc. June 2010 - June 2012
Oaktree Capital Management January 2010 - May 2010
Santa Catalina Island Company September 2009 - January 2010
UBS July 2007 - April 2009
Roth Capital Partners May 2006 - August 2006
Roth Capital Partners June 2005 - July 2005
Ashworth Inc. July 2004 - July 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Business Strategy, Start-ups, Venture Capital, Private Equity, Analysis, Strategic Partnerships, Investment Banking, Corporate Development, Competitive Analysis, Strategic Financial..., Entrepreneurship, Finance, Emerging Markets, Mergers & Acquisitions, Analytics, Consulting, Management, Equity Research, Portfolio Management, Strategy, Cross-functional Team..., M&A experience, Strategic Consulting, Business Development, Financial Services, Asset Management, Business Valuation, Management Consulting, Forecasting, Market Research, Business Planning, Hedge Funds, Restructuring, Executive Management, Investments, Market Analysis, Risk Management, Capital Markets, Acquisition Integration, Bloomberg, LBO, Securities, Economics, Investor Relations, Equities
Education
University of Notre Dame 2011 — 2013
MBA, Business
University of Southern California - Marshall School of Business 2003 — 2007
Bachelors of Science, Business, Finance, Communications
Mater Dei High School 1999 — 2003
High School Diploma, 2003
Thomas H. Freeman's UBS Experience November 2002 - Present
Job Managing Director Wealth Management at UBS
Industry Financial Services
Experience
UBS November 2002 - Present
Merrill Lynch May 1989 - November 2002
Education
University of Notre Dame 1984 — 1989
Masters of Business Administation
UBS November 2002 - Present
Merrill Lynch May 1989 - November 2002
Education
University of Notre Dame 1984 — 1989
Masters of Business Administation
Geoffrey Limroth's UBS Experience April 1997 - Present
Job Managing Director at UBS Wealth Management
Industry Financial Services
Experience
UBS April 1997 - Present
Stires O'Donnell and Company January 1994 - April 1997
Skills
Equities, Fixed Income, Management, Investments, Sales, Securities, Series 63, Series 7, Trading, Wealth Management, Asset Management, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1989
MBA, Finance
University of Richmond 1979 — 1983
BSBA, Accounting
UBS April 1997 - Present
Stires O'Donnell and Company January 1994 - April 1997
Skills
Equities, Fixed Income, Management, Investments, Sales, Securities, Series 63, Series 7, Trading, Wealth Management, Asset Management, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1989
MBA, Finance
University of Richmond 1979 — 1983
BSBA, Accounting
Jamie Burchenal's UBS Experience March 1997 - Present
Job First Vice President Investments at UBS Financial Services Inc
Industry Financial Services
Experience
UBS March 1997 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1986 — 1988
MBA, Business
UBS March 1997 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1986 — 1988
MBA, Business
Amanda Obando Arias, MBA's UBS Experience April 2006 - December 2009
Job Principal Examiner at NCUA
Industry Financial Services
Experience
NCUA January 2010 - Present
UBS April 2006 - December 2009
Skills
Accounting, Auditing, Budgets, Customer Service, Financial Analysis, Leadership, Management, Marketing, Microsoft Excel, Microsoft Office, Negotiation, PowerPoint, Project Management, Strategic Planning, Loans, Forecasting, Access, Team Leadership
Education
University of New Orleans 2007 — 2009
Masters, MBA - Concentration in Finance
University of New Orleans 2001 — 2005
Bachelors, Business Administration
NCUA January 2010 - Present
UBS April 2006 - December 2009
Skills
Accounting, Auditing, Budgets, Customer Service, Financial Analysis, Leadership, Management, Marketing, Microsoft Excel, Microsoft Office, Negotiation, PowerPoint, Project Management, Strategic Planning, Loans, Forecasting, Access, Team Leadership
Education
University of New Orleans 2007 — 2009
Masters, MBA - Concentration in Finance
University of New Orleans 2001 — 2005
Bachelors, Business Administration
Joseph Wilbur's UBS Experience May 2015 - Present
Job Business Product Controller at UBS
Industry Financial Services
Experience
UBS May 2015 - Present
Jackson National Asset Management, LLC January 2013 - April 2015
Custom House Global Funds Services Ltd. October 2011 - January 2013
Sherlock Salon Services, LLC 2010 - 2011
Bonotel Exclusive Travel July 2008 - 2010
Merrill Lynch January 2006 - April 2006
Skills
Account Reconciliation, Financial Reporting, Fund Accounting, Financial Services, Investments, Accounting, Financial Analysis, Bank Reconciliation, Microsoft Excel, Fund Administration, Asset Management, Mutual Funds, Hedge Funds, Investor Relations, Investor Reporting, Bonds, Fixed Income, Futures, Term Loan, Collateral, Equities, Securities, Internal Controls, Transfer Agency, Fund Of Funds, Financial Accounting, NAV, SEC filings, Financial Statements, US GAAP, Journal Entries, Cash Management, Auditing, Accruals, Bloomberg Terminal, Quickbooks, Microsoft Office, Finance, Bloomberg, Internal Audit, Portfolio Management, Treasury Management, Prime Brokerage
Education
University of Nevada-Las Vegas 2006 — 2008
Bachelors of Science in Business Administration, Finance
University of Nevada-Reno 2003 — 2006
Finance
UBS May 2015 - Present
Jackson National Asset Management, LLC January 2013 - April 2015
Custom House Global Funds Services Ltd. October 2011 - January 2013
Sherlock Salon Services, LLC 2010 - 2011
Bonotel Exclusive Travel July 2008 - 2010
Merrill Lynch January 2006 - April 2006
Skills
Account Reconciliation, Financial Reporting, Fund Accounting, Financial Services, Investments, Accounting, Financial Analysis, Bank Reconciliation, Microsoft Excel, Fund Administration, Asset Management, Mutual Funds, Hedge Funds, Investor Relations, Investor Reporting, Bonds, Fixed Income, Futures, Term Loan, Collateral, Equities, Securities, Internal Controls, Transfer Agency, Fund Of Funds, Financial Accounting, NAV, SEC filings, Financial Statements, US GAAP, Journal Entries, Cash Management, Auditing, Accruals, Bloomberg Terminal, Quickbooks, Microsoft Office, Finance, Bloomberg, Internal Audit, Portfolio Management, Treasury Management, Prime Brokerage
Education
University of Nevada-Las Vegas 2006 — 2008
Bachelors of Science in Business Administration, Finance
University of Nevada-Reno 2003 — 2006
Finance
Christopher Zimmermann's UBS Experience October 2003 - April 2010
Job Senior Vice President at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo July 2013 - Present
J.P.Morgan April 2010 - July 2013
UBS October 2003 - April 2010
JPMorgan Chase 1987 - October 2003
Skills
Corporate Finance, Loans, Hedge Funds, Capital
Education
University of Notre Dame
BA, Business - Finance
Wells Fargo July 2013 - Present
J.P.Morgan April 2010 - July 2013
UBS October 2003 - April 2010
JPMorgan Chase 1987 - October 2003
Skills
Corporate Finance, Loans, Hedge Funds, Capital
Education
University of Notre Dame
BA, Business - Finance
Julia Lopiparo's UBS Experience 1997 - 2008
Job Supervisory Manager, J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC October 2012 - Present
Morgan Stanley Smith Barney August 2008 - September 2012
UBS 1997 - 2008
Education
University of New Orleans 2001 — 2004
Bachelor, Finance
J.P. Morgan Securities LLC October 2012 - Present
Morgan Stanley Smith Barney August 2008 - September 2012
UBS 1997 - 2008
Education
University of New Orleans 2001 — 2004
Bachelor, Finance
Dennis McDonald's UBS Experience December 2002 - May 2006
Job Managing Director Investment Strategy Group at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2007 - Present
UBS December 2002 - May 2006
Tradeworx November 1999 - June 2002
PersonaFund 2001 - 2002
Montgomery Securities 1998 - 2000
Skills
Asset Allocation, Asset Managment, Product Development, Investment Research, Business Strategy, Portfolio Management, ETFs, Investment Strategies, Equities, Alternative Investments, Investment Management, Fixed Income, Series 7, Securities, Wealth Management, Hedge Funds, Investment Advisory, Mutual Funds, Separately Managed..., Asset Management
Education
University of Notre Dame 1989 — 1993
Bachelor of Arts (B.A.)
University of Notre Dame 1989 — 1993
Bachelor of Arts (B.A.)
TIAA-CREF February 2007 - Present
UBS December 2002 - May 2006
Tradeworx November 1999 - June 2002
PersonaFund 2001 - 2002
Montgomery Securities 1998 - 2000
Skills
Asset Allocation, Asset Managment, Product Development, Investment Research, Business Strategy, Portfolio Management, ETFs, Investment Strategies, Equities, Alternative Investments, Investment Management, Fixed Income, Series 7, Securities, Wealth Management, Hedge Funds, Investment Advisory, Mutual Funds, Separately Managed..., Asset Management
Education
University of Notre Dame 1989 — 1993
Bachelor of Arts (B.A.)
University of Notre Dame 1989 — 1993
Bachelor of Arts (B.A.)
Terry Beattie's UBS Experience 2009 - Present
Job Sr. Vice President at UBS
Industry Financial Services
Experience
B & L Wealth Management Group January 2009 - Present
UBS Financial Services January 2009 - Present
UBS 2009 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1972 — 1976
Bachelor of Science (BS), Business
B & L Wealth Management Group January 2009 - Present
UBS Financial Services January 2009 - Present
UBS 2009 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1972 — 1976
Bachelor of Science (BS), Business
Patrick Crofton's UBS Experience July 2010 - August 2010
Job Citadel Investment Group
Industry Financial Services
Experience
Citadel Investment Group May 2012 - Present
William Blair December 2011 - May 2012
Crofton on Wells June 2011 - December 2011
UBS July 2010 - August 2010
Henning Carey Trading June 2008 - August 2008
Northwestern Memorial Hospital June 2007 - August 2007
Henning Carey Trading June 2006 - August 2006
Skills
Excel, Public Speaking, PowerPoint, Microsoft Office, Strategic Planning, Investments, Financial Analysis, Microsoft Excel, Data Analysis
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Citadel Investment Group May 2012 - Present
William Blair December 2011 - May 2012
Crofton on Wells June 2011 - December 2011
UBS July 2010 - August 2010
Henning Carey Trading June 2008 - August 2008
Northwestern Memorial Hospital June 2007 - August 2007
Henning Carey Trading June 2006 - August 2006
Skills
Excel, Public Speaking, PowerPoint, Microsoft Office, Strategic Planning, Investments, Financial Analysis, Microsoft Excel, Data Analysis
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bill Georgen's UBS Experience July 2007 - Present
Job Senior Vice PresidentInvestments at UBS
Industry Financial Services
Experience
UBS July 2007 - Present
Merrill Lynch July 1989 - July 2007
Education
University of Notre Dame 1985 — 1989
Business, Finance
Delbarton School 1979 — 1985
UBS July 2007 - Present
Merrill Lynch July 1989 - July 2007
Education
University of Notre Dame 1985 — 1989
Business, Finance
Delbarton School 1979 — 1985
Kamal Patel's UBS Experience October 2011 - December 2011
Job Financial Analyst at Wells Fargo
Industry Real Estate
Experience
Wells Fargo May 2014 - Present
Bank of America June 2013 - April 2014
Milkam Hospitality LLC June 2008 - June 2013
Wells Fargo June 2012 - August 2012
UBS October 2011 - December 2011
Skills
Finance, Banking, Financial Analysis, Financial Modeling, Hotels, Microsoft Excel, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2013
BSBA, Finance
Wells Fargo May 2014 - Present
Bank of America June 2013 - April 2014
Milkam Hospitality LLC June 2008 - June 2013
Wells Fargo June 2012 - August 2012
UBS October 2011 - December 2011
Skills
Finance, Banking, Financial Analysis, Financial Modeling, Hotels, Microsoft Excel, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2013
BSBA, Finance
Mike Reddish's UBS Experience May 2006 - July 2008
Job Vice President at PNC Financial Services
Industry Banking
Experience
PNC May 2014 - Present
Bank of America July 2012 - May 2014
Bank of America October 2008 - June 2012
UBS May 2006 - July 2008
Skills
Credit Analysis, Financial Analysis, Commercial Banking, Underwriting, Credit Risk, Small Business Lending, Portfolio Management, Commercial Lending, Wealth Management, Corporate Finance, Financial Modeling, Finance, Management
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2012
Masters of Business Administration, Business Finance
University of North Carolina at Wilmington 2003 — 2007
BS, Finance, Marketing, Spanish
Pontificia Universidad Católica de Valparaíso, Chile 2005 — 2005
Spanish
PNC May 2014 - Present
Bank of America July 2012 - May 2014
Bank of America October 2008 - June 2012
UBS May 2006 - July 2008
Skills
Credit Analysis, Financial Analysis, Commercial Banking, Underwriting, Credit Risk, Small Business Lending, Portfolio Management, Commercial Lending, Wealth Management, Corporate Finance, Financial Modeling, Finance, Management
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2012
Masters of Business Administration, Business Finance
University of North Carolina at Wilmington 2003 — 2007
BS, Finance, Marketing, Spanish
Pontificia Universidad Católica de Valparaíso, Chile 2005 — 2005
Spanish
Daniel DeWeese's UBS Experience June 2007 - July 2007
Job
Industry Accounting
Experience
Brady Trane April 2013 - Present
Proehlific Park August 2012 - April 2013
NCSSM March 2008 - July 2012
UBS June 2007 - July 2007
Skills
Managerial Finance, General Ledger, Bank Reconciliation, Microsoft Excel, Financial Reporting, Financial Audits, Accounts Payable, Accounts Receivable, Microsoft Office, Microsoft Word, Sales & Use Tax, PowerPoint, Outlook, Adobe Acrobat, NCAS, Quickbooks, Microsoft Dynamics ERP, Microsoft Dynamics SL
Education
UNC Charlotte 2004 — 2007
BS, Accounting
UNC Charlotte 2004 — 2007
BSBA, Finance
Brady Trane April 2013 - Present
Proehlific Park August 2012 - April 2013
NCSSM March 2008 - July 2012
UBS June 2007 - July 2007
Skills
Managerial Finance, General Ledger, Bank Reconciliation, Microsoft Excel, Financial Reporting, Financial Audits, Accounts Payable, Accounts Receivable, Microsoft Office, Microsoft Word, Sales & Use Tax, PowerPoint, Outlook, Adobe Acrobat, NCAS, Quickbooks, Microsoft Dynamics ERP, Microsoft Dynamics SL
Education
UNC Charlotte 2004 — 2007
BS, Accounting
UNC Charlotte 2004 — 2007
BSBA, Finance
Daniel Jolley's UBS Experience October 2011 - April 2012
Job National Category Manager
Industry Consumer Goods
Experience
Advantage Sales & Marketing June 2014 - Present
Advantage Sales & Marketing June 2012 - May 2014
UBS October 2011 - April 2012
SIFE 2011 - 2012
Skills
Microsoft Office, Public Speaking, Marketing, Research, PowerPoint, Leadership, Retail, Event Planning, Management, Customer Service, Microsoft Excel, Sales, Strategic Planning, Market Research
Education
University of Nevada-Las Vegas 2010 — 2012
Bachelor of Business Administration (BBA), Economics
Advantage Sales & Marketing June 2014 - Present
Advantage Sales & Marketing June 2012 - May 2014
UBS October 2011 - April 2012
SIFE 2011 - 2012
Skills
Microsoft Office, Public Speaking, Marketing, Research, PowerPoint, Leadership, Retail, Event Planning, Management, Customer Service, Microsoft Excel, Sales, Strategic Planning, Market Research
Education
University of Nevada-Las Vegas 2010 — 2012
Bachelor of Business Administration (BBA), Economics
Edmond J. Harrison's UBS Experience June 2012 - August 2012
Job CSSO at U.S. Trust
Industry International Affairs
Experience
U.S. Trust 2014 - Present
North Carolina Symphony August 2013 - Present
Charles Mo & Company June 2013 - Present
UBS June 2012 - August 2012
Leahey and Johnson June 2011 - August 2011
Education
UNC Chapel Hill 2010 — 2014
Bachelor of Arts in Peace War and Defense, Bachelor of Music
Millburn High School
U.S. Trust 2014 - Present
North Carolina Symphony August 2013 - Present
Charles Mo & Company June 2013 - Present
UBS June 2012 - August 2012
Leahey and Johnson June 2011 - August 2011
Education
UNC Chapel Hill 2010 — 2014
Bachelor of Arts in Peace War and Defense, Bachelor of Music
Millburn High School
Brent Cohen's UBS Experience August 2005 - February 2010
Job Director, AML Compliance, Department of Enforcement at the Financial Industry Regulatory Authority
Industry Investment Banking
Experience
Financial Industry Regulatory Authority June 2013 - Present
Goldman Sachs March 2010 - June 2013
UBS August 2005 - February 2010
Education
University of North Carolina School of Law
Doctor of Law (JD)
Financial Industry Regulatory Authority June 2013 - Present
Goldman Sachs March 2010 - June 2013
UBS August 2005 - February 2010
Education
University of North Carolina School of Law
Doctor of Law (JD)
Fred Schrick's UBS Experience January 2002 - February 2009
Job Managing Director Reporting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Sigma-Aldrich January 2014 - May 2015
Scottrade March 2009 - January 2014
UBS January 2002 - February 2009
Arthur Andersen July 1999 - December 2001
Skills
Finance, Forecasting, Budgets, Banking, GAAP, Managerial Finance, Auditing, Financial Modeling, Management, Financial Audits, Financial Reporting, Financial Analysis, Strategic Financial..., Internal Controls, Corporate Finance, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Charles Schwab May 2015 - Present
Sigma-Aldrich January 2014 - May 2015
Scottrade March 2009 - January 2014
UBS January 2002 - February 2009
Arthur Andersen July 1999 - December 2001
Skills
Finance, Forecasting, Budgets, Banking, GAAP, Managerial Finance, Auditing, Financial Modeling, Management, Financial Audits, Financial Reporting, Financial Analysis, Strategic Financial..., Internal Controls, Corporate Finance, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Joe Ciprari's UBS Experience 2000 - 2009
Job President at Remo consultants
Industry Financial Services
Experience
Remo consultants 2009 - Present
UBS 2000 - 2009
Paine Webber 1993 - 2000
Kidder Peabody 1987 - 1993
Education
University of North Carolina at Chapel Hill 1984 — 1987
Bachelor's Degree, Econ/finance
Remo consultants 2009 - Present
UBS 2000 - 2009
Paine Webber 1993 - 2000
Kidder Peabody 1987 - 1993
Education
University of North Carolina at Chapel Hill 1984 — 1987
Bachelor's Degree, Econ/finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.