UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
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UBS Employees
Employee
Years
Job
Industry
Omeed Shayegh Omeed Shayegh's UBS Experience June 2008 - August 2008
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Ziba Munich June 2013 - September 2013
Merrill Lynch June 2011 - September 2011
UBS June 2008 - August 2008
Skills
Investments, Wealth Management, Financial Analysis, Microsoft Office, Economics, Microsoft Excel, PowerPoint, Leadership, Valuation, Portfolio Management, Business Development, Market Research, Equities, Options, Marketing Strategy, Financial Planning
Education
University of Oregon
Business Administration & Economics, Finance
Merrill Lynch June 2014 - Present
Ziba Munich June 2013 - September 2013
Merrill Lynch June 2011 - September 2011
UBS June 2008 - August 2008
Skills
Investments, Wealth Management, Financial Analysis, Microsoft Office, Economics, Microsoft Excel, PowerPoint, Leadership, Valuation, Portfolio Management, Business Development, Market Research, Equities, Options, Marketing Strategy, Financial Planning
Education
University of Oregon
Business Administration & Economics, Finance
Jared Barchus Jared Barchus's UBS Experience May 2010 - August 2010
Job Social Media Manager at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley January 2015 - Present
Morgan Stanley February 2014 - January 2015
Morgan Stanley June 2012 - February 2014
Morgan Stanley May 2011 - August 2011
UBS May 2010 - August 2010
Morgan Stanley May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
Marketing, Social Media, Brand Management, Social Networking, Financial Services, Research, Analysis, Emerging Markets, Microsoft Office, Trading, Recruiting, Sales, Series 7, Series 63, Fixed Income, Management, Credit, New Media, Event Planning
Education
University of Pennsylvania 2008 — 2012
B.A.
The Lawrenceville School 2004 — 2008
Morgan Stanley June 2015 - Present
Morgan Stanley January 2015 - Present
Morgan Stanley February 2014 - January 2015
Morgan Stanley June 2012 - February 2014
Morgan Stanley May 2011 - August 2011
UBS May 2010 - August 2010
Morgan Stanley May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
Marketing, Social Media, Brand Management, Social Networking, Financial Services, Research, Analysis, Emerging Markets, Microsoft Office, Trading, Recruiting, Sales, Series 7, Series 63, Fixed Income, Management, Credit, New Media, Event Planning
Education
University of Pennsylvania 2008 — 2012
B.A.
The Lawrenceville School 2004 — 2008
Sung Yup Oh Sung Yup Oh's UBS Experience July 2004 - September 2004
Job MBA Candidate at The Wharton School
Industry Investment Banking
Experience
Citi July 2015 - August 2015
Urban Retail & Real Estate June 2015 - June 2015
Jeezzle Inc. February 2015 - May 2015
Samsung Securities August 2010 - May 2014
Cushman & Wakefield August 2008 - April 2010
Republic of Korea Air Force March 2005 - June 2008
A.T. Kearney October 2004 - November 2004
UBS July 2004 - September 2004
Korea Development Institute (KDI) July 2003 - August 2003
International Monetary Fund March 2001 - May 2001
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Finance, Master of Business Administration
The University of Chicago 2001 — 2004
Economics, Bachelor of Arts
Citi July 2015 - August 2015
Urban Retail & Real Estate June 2015 - June 2015
Jeezzle Inc. February 2015 - May 2015
Samsung Securities August 2010 - May 2014
Cushman & Wakefield August 2008 - April 2010
Republic of Korea Air Force March 2005 - June 2008
A.T. Kearney October 2004 - November 2004
UBS July 2004 - September 2004
Korea Development Institute (KDI) July 2003 - August 2003
International Monetary Fund March 2001 - May 2001
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Finance, Master of Business Administration
The University of Chicago 2001 — 2004
Economics, Bachelor of Arts
Nader Darabi Nader Darabi's UBS Experience July 2013 - September 2013
Job Junior Account Executive at IMCA Capital
Industry Financial Services
Experience
IMCA Capital July 2015 - Present
Nike September 2014 - July 2015
In State Angels October 2013 - June 2014
UBS July 2013 - September 2013
Hoffman Construction June 2011 - September 2011
Windermere Real Estate August 2008 - June 2010
Skills
Finance, Business Economics, Microsoft Excel, Business Analysis, Statistics, Microsoft Word, Mathematics, Multivariable Calculus, SAP, Tableau
Education
University of Oregon 2010 — 2014
Business Administration, Finance
IMCA Capital July 2015 - Present
Nike September 2014 - July 2015
In State Angels October 2013 - June 2014
UBS July 2013 - September 2013
Hoffman Construction June 2011 - September 2011
Windermere Real Estate August 2008 - June 2010
Skills
Finance, Business Economics, Microsoft Excel, Business Analysis, Statistics, Microsoft Word, Mathematics, Multivariable Calculus, SAP, Tableau
Education
University of Oregon 2010 — 2014
Business Administration, Finance
Brian Muessle Brian Muessle's UBS Experience February 2003 - March 2008
Job Business Development, Relationship Management, Strategic Planning
Industry Nonprofit Organization Management
Experience
Jesuit High School 2008 - 2012
UBS February 2003 - March 2008
Northwestern Mutual December 1995 - January 2003
First Interstate Bank March 1991 - May 1995
Skills
Higher Education, Public Speaking, Nonprofits, Fundraising, Community Outreach, Business Development, Strategic Planning, Athletics, Building Relationships, Relationship Management, Critical Thinking, Cross-functional Team..., Financial Services, Listening to customers
Education
University of Oregon - Charles H. Lundquist College of Business
BA, Marketing. Minor, French Literature.
Jesuit High School
Jesuit High School 2008 - 2012
UBS February 2003 - March 2008
Northwestern Mutual December 1995 - January 2003
First Interstate Bank March 1991 - May 1995
Skills
Higher Education, Public Speaking, Nonprofits, Fundraising, Community Outreach, Business Development, Strategic Planning, Athletics, Building Relationships, Relationship Management, Critical Thinking, Cross-functional Team..., Financial Services, Listening to customers
Education
University of Oregon - Charles H. Lundquist College of Business
BA, Marketing. Minor, French Literature.
Jesuit High School
Jean Gannon Jean Gannon's UBS Experience April 2003 - Present
Job Private Wealth Advisor, UBS
Industry Financial Services
Experience
UBS April 2003 - Present
Goldman Sachs August 1997 - April 2003
Kidder Peabody June 1993 - June 1995
Education
The Wharton School, University of Pennsylvania 1995 — 1997
MBA, Finance
Wellesley College 1989 — 1993
BA, Economics & Chinese Language and Literature
UBS April 2003 - Present
Goldman Sachs August 1997 - April 2003
Kidder Peabody June 1993 - June 1995
Education
The Wharton School, University of Pennsylvania 1995 — 1997
MBA, Finance
Wellesley College 1989 — 1993
BA, Economics & Chinese Language and Literature
Mitchell Marrow Mitchell Marrow's UBS Experience January 2000 - January 2001
Job CEO of The Spot Experience
Industry Hospitality
Experience
Spot Group LLC June 2009 - Present
Brahman Capital 2005 - 2010
Water Street Capital 2003 - 2005
Ramius Capital Group January 2001 - January 2003
UBS January 2000 - January 2001
National Football League January 1997 - January 2000
Skills
Equities, Hedge Funds, Investments, Fixed Income, Portfolio Management, Risk Arbitrage, Asset Managment, Asset Management, Mutual Funds, Business Planning, Entrepreneurship, Private Equity, Venture Capital, Strategy, Options, Finance, Investment Management, Trading, Valuation, Asset Allocation, Restructuring, Banking, Derivatives, Financial Risk, Management, Funding, Mergers & Acquisitions, Executive Management, Alternative Investments, Due Diligence, Start-ups, Corporate Development, Small Business, Investor Relations, Contract Negotiation, Financial Services, Strategic Financial..., Real Estate, Financial Modeling, Strategic Partnerships, Private Placements, Corporate Finance, Investment Strategies, Securities, Financial Structuring, Investment Banking, Structured Finance, Equity Trading, Financial Advisory, Financial Markets
Education
University of Pennsylvania 1993 — 1997
Bachelor of Arts, Pre-Law Studies
Brunswick School 1989 — 1992
Spot Group LLC June 2009 - Present
Brahman Capital 2005 - 2010
Water Street Capital 2003 - 2005
Ramius Capital Group January 2001 - January 2003
UBS January 2000 - January 2001
National Football League January 1997 - January 2000
Skills
Equities, Hedge Funds, Investments, Fixed Income, Portfolio Management, Risk Arbitrage, Asset Managment, Asset Management, Mutual Funds, Business Planning, Entrepreneurship, Private Equity, Venture Capital, Strategy, Options, Finance, Investment Management, Trading, Valuation, Asset Allocation, Restructuring, Banking, Derivatives, Financial Risk, Management, Funding, Mergers & Acquisitions, Executive Management, Alternative Investments, Due Diligence, Start-ups, Corporate Development, Small Business, Investor Relations, Contract Negotiation, Financial Services, Strategic Financial..., Real Estate, Financial Modeling, Strategic Partnerships, Private Placements, Corporate Finance, Investment Strategies, Securities, Financial Structuring, Investment Banking, Structured Finance, Equity Trading, Financial Advisory, Financial Markets
Education
University of Pennsylvania 1993 — 1997
Bachelor of Arts, Pre-Law Studies
Brunswick School 1989 — 1992
Larry Fan Larry Fan's UBS Experience May 2012 - August 2012
Job Incoming Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Student Federal Credit Union at the University of Pennsylvania January 2012 - February 2015
Bain & Company June 2014 - August 2014
TruMark Financial Credit Union August 2013 - December 2013
UBS May 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.) in Economics, Magna Cum Laude
Claremont High School 2007 — 2011
Diploma
Student Federal Credit Union at the University of Pennsylvania January 2012 - February 2015
Bain & Company June 2014 - August 2014
TruMark Financial Credit Union August 2013 - December 2013
UBS May 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.) in Economics, Magna Cum Laude
Claremont High School 2007 — 2011
Diploma
Alexander Anderson's UBS Experience June 2014 - August 2014
Job Student at University of Oklahoma
Industry Financial Services
Experience
Imperial Capital, LLC June 2015 - August 2015
Superior Court of New Jersey December 2014 - January 2015
UBS June 2014 - August 2014
Seavey Construction Inc June 2013 - August 2013
Skills
Leadership, Microsoft Excel, Economics, Public Speaking, Event Planning, Teamwork, Social Networking
Education
University of Oklahoma 2012 — 2016
Bachelor of Science and Arts B.S.& B.A.-3.8, Political Science and Economics, Junior
West Morris Mendham High School 2008 — 2012
Imperial Capital, LLC June 2015 - August 2015
Superior Court of New Jersey December 2014 - January 2015
UBS June 2014 - August 2014
Seavey Construction Inc June 2013 - August 2013
Skills
Leadership, Microsoft Excel, Economics, Public Speaking, Event Planning, Teamwork, Social Networking
Education
University of Oklahoma 2012 — 2016
Bachelor of Science and Arts B.S.& B.A.-3.8, Political Science and Economics, Junior
West Morris Mendham High School 2008 — 2012
Jason Haggart's UBS Experience September 2010 - December 2013
Job Sr. Wealth Advisor, Retirement Plan Design/ Consulting, Investment Management, Business Exit/ Transition, Crossborder
Industry Investment Management
Experience
Maxim Global Wealth Advisors January 2014 - Present
UBS September 2010 - December 2013
Haggart Luxury Homes January 2004 - December 2010
Charles Schwab 2000 - 2004
R.V. Kuhns & Associates 1999 - 1999
Skills
Wealth Advisor, Family..., Investments, Finance, Business Development, Managerial Finance, Asset Management, Strategic Financial..., Portfolio Management, Financial Analysis, Retirement Planning, Wealth Management, Alternative Investments, Financial Modeling, Equities, Asset Allocation, Valuation, Strategic Planning, Leadership, Estate Planning, Financial Planning
Education
University of Oregon 1992 — 1995
Bachelor of Science (B.S.)
Clackamas High School 1988 — 1991
Maxim Global Wealth Advisors January 2014 - Present
UBS September 2010 - December 2013
Haggart Luxury Homes January 2004 - December 2010
Charles Schwab 2000 - 2004
R.V. Kuhns & Associates 1999 - 1999
Skills
Wealth Advisor, Family..., Investments, Finance, Business Development, Managerial Finance, Asset Management, Strategic Financial..., Portfolio Management, Financial Analysis, Retirement Planning, Wealth Management, Alternative Investments, Financial Modeling, Equities, Asset Allocation, Valuation, Strategic Planning, Leadership, Estate Planning, Financial Planning
Education
University of Oregon 1992 — 1995
Bachelor of Science (B.S.)
Clackamas High School 1988 — 1991
Katelyn Schwartz Katelyn Schwartz's UBS Experience February 2014 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS February 2014 - Present
The Wine Foundry August 2012 - January 2014
Crushpad October 2011 - July 2012
Education
University of Oregon 2007 — 2011
Bachelor of Science, Psychology and Business Administration
AHA International: London, England
English Literature
UBS February 2014 - Present
The Wine Foundry August 2012 - January 2014
Crushpad October 2011 - July 2012
Education
University of Oregon 2007 — 2011
Bachelor of Science, Psychology and Business Administration
AHA International: London, England
English Literature
Chris Zink, CFP®, CIMA Chris Zink, CFP®, CIMA's UBS Experience April 2009 - Present
Job Senior Vice President, Wealth Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS April 2009 - Present
Morgan Stanley December 2005 - April 2009
JPMorgan Chase May 1996 - December 2005
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst Program
University of North Carolina 1992 — 1996
Bachelor of Arts (B.A.)
UBS April 2009 - Present
Morgan Stanley December 2005 - April 2009
JPMorgan Chase May 1996 - December 2005
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst Program
University of North Carolina 1992 — 1996
Bachelor of Arts (B.A.)
Greg Hogensen Greg Hogensen's UBS Experience October 2013 - Present
Job Senior Vice President Wealth Management Senior Portfolio Manager at UBS
Industry Financial Services
Experience
UBS October 2013 - Present
Morgan Stanley September 1987 - October 2013
Education
University of Oregon - Charles H. Lundquist College of Business 1977 — 1982
BS Management, Finance, Real Estate
UBS October 2013 - Present
Morgan Stanley September 1987 - October 2013
Education
University of Oregon - Charles H. Lundquist College of Business 1977 — 1982
BS Management, Finance, Real Estate
Brendan Boyle Brendan Boyle's UBS Experience 2004 - Present
Job Director, Application Development
Industry Financial Services
Experience
UBS 2004 - Present
Goldman Sachs 2001 - 2004
Moody's Investors Service 1999 - 2001
Goldman Sachs 1998 - 1999
Skills
Fixed Income, Bloomberg, Trading Systems, Agile Methodologies, Sybase, Equities, XML, Data Warehousing, Spring, Market Data, SDLC, Databases, Integration, Business Intelligence, Business Analysis, SQL, Software Development, Capital Markets, Debt, Team Leadership
Education
ITI Information Technology Institute
University of Ottawa
UBS 2004 - Present
Goldman Sachs 2001 - 2004
Moody's Investors Service 1999 - 2001
Goldman Sachs 1998 - 1999
Skills
Fixed Income, Bloomberg, Trading Systems, Agile Methodologies, Sybase, Equities, XML, Data Warehousing, Spring, Market Data, SDLC, Databases, Integration, Business Intelligence, Business Analysis, SQL, Software Development, Capital Markets, Debt, Team Leadership
Education
ITI Information Technology Institute
University of Ottawa
Dale Daesoon Kim Dale Daesoon Kim's UBS Experience March 2011 - June 2011
Job Student at University of Pennsylvania
Industry
Experience
University of Pennsylvania Policy Assistant, InternThe National Assembly of The Republic of KoreaJuly 2013 - August 2013
James Party July 2012 - June 2013
UBS March 2011 - June 2011
Morgan Stanley May 2010 - June 2010
Morgan Stanley November 2006 - January 2007
ABN AMRO August 2006 - November 2006
Education
University of Pennsylvania
Bachelor of Science in Engineering, Systems Science Engineering (Concentration in Economic and Financial Systems)
Seoul Science High School
University of Pennsylvania Policy Assistant, InternThe National Assembly of The Republic of KoreaJuly 2013 - August 2013
James Party July 2012 - June 2013
UBS March 2011 - June 2011
Morgan Stanley May 2010 - June 2010
Morgan Stanley November 2006 - January 2007
ABN AMRO August 2006 - November 2006
Education
University of Pennsylvania
Bachelor of Science in Engineering, Systems Science Engineering (Concentration in Economic and Financial Systems)
Seoul Science High School
Walt Mancing's UBS Experience December 2005 - September 2009
Job Senior Vice President/ Investments at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus September 2009 - Present
UBS December 2005 - September 2009
Advest, Inc. November 2003 - December 2005
Skills
Asset Allocation, Wealth Management, Alternative Investments, Investment Advisory, Mutual Funds, Fixed Income, Retirement Planning, Strategic Financial..., Estate Planning, Independent Filmmaking, Series 63, Wealth Management..., Investments, Finance, Series 65, Series 7
Education
University of Notre Dame Law School 1995 — 1998
Doctor of Law (JD)
Wharton School, University of Pennsylvania 1991 — 1995
Bachelor of Science (BS), Economics
Stifel Nicolaus September 2009 - Present
UBS December 2005 - September 2009
Advest, Inc. November 2003 - December 2005
Skills
Asset Allocation, Wealth Management, Alternative Investments, Investment Advisory, Mutual Funds, Fixed Income, Retirement Planning, Strategic Financial..., Estate Planning, Independent Filmmaking, Series 63, Wealth Management..., Investments, Finance, Series 65, Series 7
Education
University of Notre Dame Law School 1995 — 1998
Doctor of Law (JD)
Wharton School, University of Pennsylvania 1991 — 1995
Bachelor of Science (BS), Economics
David Folmnsbee David Folmnsbee's UBS Experience July 2010 - Present
Job First Vice President Wealth Mangement at UBS
Industry Financial Services
Experience
UBS July 2010 - Present
Ayco, a Goldman Sachs Company August 2002 - July 2010
Education
University of Oklahoma - Price College of Business
MBA
University of Oklahoma College of Law
J.D.
UBS July 2010 - Present
Ayco, a Goldman Sachs Company August 2002 - July 2010
Education
University of Oklahoma - Price College of Business
MBA
University of Oklahoma College of Law
J.D.
Eduardo Mayoral Eduardo Mayoral's UBS Experience June 2010 - August 2010
Job LatAm Associate Bank of America Merill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
UBS Investment Bank March 2014 - May 2015
UBS Investment Bank July 2011 - March 2014
UBS June 2010 - August 2010
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Equities, Financial Analysis, Capital Markets, Fixed Income, Bloomberg, Corporate Finance, Valuation, Emerging Markets, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2011
University of Pennsylvania
Bank of America Merrill Lynch June 2015 - Present
UBS Investment Bank March 2014 - May 2015
UBS Investment Bank July 2011 - March 2014
UBS June 2010 - August 2010
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Equities, Financial Analysis, Capital Markets, Fixed Income, Bloomberg, Corporate Finance, Valuation, Emerging Markets, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2011
University of Pennsylvania
Katie Jamieson Katie Jamieson's UBS Experience June 2007 - Present
Job Communications Manager at UBS
Industry Financial Services
Experience
UBS June 2007 - Present
Open Society Foundations December 2003 - October 2006
Open Society Foundations March 2002 - December 2003
Open Society Institute Budapest September 1996 - December 2001
Skills
Communication, Employee Engagement, Stakeholder Management, Writing, Editing, Content Strategy, Strategic Communications, Project Planning, Research, Project Management, Budgets, Nonprofits, Fundraising, International..., Strategy, Policy Analysis, Public Policy
Education
Oxford University 1989 — 1992
Bachelor of Arts (BA), English Literature and Language
UBS June 2007 - Present
Open Society Foundations December 2003 - October 2006
Open Society Foundations March 2002 - December 2003
Open Society Institute Budapest September 1996 - December 2001
Skills
Communication, Employee Engagement, Stakeholder Management, Writing, Editing, Content Strategy, Strategic Communications, Project Planning, Research, Project Management, Budgets, Nonprofits, Fundraising, International..., Strategy, Policy Analysis, Public Policy
Education
Oxford University 1989 — 1992
Bachelor of Arts (BA), English Literature and Language
Seung-Jae (Andy) Lee Seung-Jae (Andy) Lee's UBS Experience August 2013 - Present
Job Business Analyst at UBS
Industry Financial Services
Experience
UBS August 2013 - Present
UBS June 2012 - August 2012
UBS June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Financial Analysis, Research, Market Research, Access, Analysis, Data Analysis, Business Strategy, Risk Management
Education
University of Pennsylvania
Master's degree, Systems Engineering
University of Pennsylvania 2008 — 2013
Bachelor of Science (B.S.), Systems Engineering
Crestwood Preparatory College 2005 — 2008
High School
UBS August 2013 - Present
UBS June 2012 - August 2012
UBS June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Financial Analysis, Research, Market Research, Access, Analysis, Data Analysis, Business Strategy, Risk Management
Education
University of Pennsylvania
Master's degree, Systems Engineering
University of Pennsylvania 2008 — 2013
Bachelor of Science (B.S.), Systems Engineering
Crestwood Preparatory College 2005 — 2008
High School
Johnathan Kim's UBS Experience June 2015 - August 2015
Job Student at the University of Pennsylvania The Wharton School
Industry Financial Services
Experience
UBS June 2015 - August 2015
LingPerfect Translations May 2015 - June 2015
Regis Property and Pillar Income Management June 2012 - August 2012
Sushi Robata June 2011 - August 2011
Skills
Management, Research, Project Management, Customer Service, Public Speaking, Leadership, Debate, Academic Tutoring, Finance, Microsoft Suites, Photoshop, Swimming, Piano, Management Consulting, Business Strategy, Financial Markets, Market Analysis, Social Networking
Education
University of Pennsylvania - The Wharton School 2015 — 2018
Bachelor’s Degree
New York University - Leonard N. Stern School of Business 2014 — 2015
Saint Mark's School of Texas 2007 — 2014
High School
UBS June 2015 - August 2015
LingPerfect Translations May 2015 - June 2015
Regis Property and Pillar Income Management June 2012 - August 2012
Sushi Robata June 2011 - August 2011
Skills
Management, Research, Project Management, Customer Service, Public Speaking, Leadership, Debate, Academic Tutoring, Finance, Microsoft Suites, Photoshop, Swimming, Piano, Management Consulting, Business Strategy, Financial Markets, Market Analysis, Social Networking
Education
University of Pennsylvania - The Wharton School 2015 — 2018
Bachelor’s Degree
New York University - Leonard N. Stern School of Business 2014 — 2015
Saint Mark's School of Texas 2007 — 2014
High School
Brian Chau's UBS Experience August 2015 - Present
Job Student at the Wharton School University of Pennsylvania, Private Wealth Management Fall Analyst at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Delaware Investments, a member of Macquarie Group June 2015 - August 2015
Core Solutions, Inc. January 2015 - May 2015
Penn Medicine, University of Pennsylvania Health System September 2014 - May 2015
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's Degree, Finance, Strategic Management, and Marketing
UBS August 2015 - Present
Delaware Investments, a member of Macquarie Group June 2015 - August 2015
Core Solutions, Inc. January 2015 - May 2015
Penn Medicine, University of Pennsylvania Health System September 2014 - May 2015
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's Degree, Finance, Strategic Management, and Marketing
Nicholas Walker Nicholas Walker's UBS Experience February 2007 - April 2012
Job Account Manager at PIMCO
Industry Financial Services
Experience
PIMCO August 2014 - Present
UBS February 2007 - April 2012
Skills
Investment Banking, Financial Modeling, Equities, Valuation, Capital Markets, Hedge Funds, Corporate Finance, Investments, Private Equity, Fixed Income, Bloomberg
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
The Lauder Institute – University of Pennsylvania 2012 — 2014
Master of Arts (MA), International Studies
University of New South Wales 2002 — 2006
BCom/LLB, Finance
PIMCO August 2014 - Present
UBS February 2007 - April 2012
Skills
Investment Banking, Financial Modeling, Equities, Valuation, Capital Markets, Hedge Funds, Corporate Finance, Investments, Private Equity, Fixed Income, Bloomberg
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
The Lauder Institute – University of Pennsylvania 2012 — 2014
Master of Arts (MA), International Studies
University of New South Wales 2002 — 2006
BCom/LLB, Finance
Julia Joo Kyeong Shin's UBS Experience June 2014 - August 2014
Job Incoming Associate Consultant
Industry Management Consulting
Experience
Parthenon-EY International Coordinator - Peers Helping Incoming New StudentsUniversity of PennsylvaniaMarch 2012 - Present
UBS June 2014 - August 2014
Deloitte June 2013 - August 2013
Skills
Spanish, English, Korean, Economics, Research, Translation, Event Planning, Microsoft Word, Public Speaking, Microsoft Office, Social Media
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Philosophy, Politics, and Economics
Cheongshim International Academy 2009 — 2011
High School
Parthenon-EY International Coordinator - Peers Helping Incoming New StudentsUniversity of PennsylvaniaMarch 2012 - Present
UBS June 2014 - August 2014
Deloitte June 2013 - August 2013
Skills
Spanish, English, Korean, Economics, Research, Translation, Event Planning, Microsoft Word, Public Speaking, Microsoft Office, Social Media
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Philosophy, Politics, and Economics
Cheongshim International Academy 2009 — 2011
High School
John Lelas John Lelas's UBS Experience October 2008 - Present
Job Senior Vice PresidentWealth Management
Industry Financial Services
Experience
UBS October 2008 - Present
Education
Wharton School, University of Pennsylvania 1985 — 1989
BS, Finance
UBS October 2008 - Present
Education
Wharton School, University of Pennsylvania 1985 — 1989
BS, Finance
Justin Bleich Justin Bleich's UBS Experience June 2009 - July 2009
Job CoFounder at CLVmetrics
Industry Research
Experience
CLVmetrics March 2015 - Present
Freelance Data Scientist September 2012 - Present
The Wharton School September 2011 - May 2015
Quantitative Hedge Fund July 2014 - January 2015
Highbridge Capital Management June 2011 - August 2011
Sourasky Medical Center June 2010 - July 2010
UBS June 2009 - July 2009
Skills
R, Statistics, Matlab, Data Analysis, Statistical Modeling, Machine Learning, C++, Python, Data Mining, Forecasting, Time Series Analysis, Algorithms, Optimization, Valuation, Data Visualization, Bayesian statistics, Statistical Computing, Predictive Modeling, Monte Carlo Simulation, Quantitative Finance, Research, Financial Modeling, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2011 — 2015
PhD, Statistics
University of Pennsylvania - The Wharton School 2008 — 2011
BS Economics, Finance and Statistics
CLVmetrics March 2015 - Present
Freelance Data Scientist September 2012 - Present
The Wharton School September 2011 - May 2015
Quantitative Hedge Fund July 2014 - January 2015
Highbridge Capital Management June 2011 - August 2011
Sourasky Medical Center June 2010 - July 2010
UBS June 2009 - July 2009
Skills
R, Statistics, Matlab, Data Analysis, Statistical Modeling, Machine Learning, C++, Python, Data Mining, Forecasting, Time Series Analysis, Algorithms, Optimization, Valuation, Data Visualization, Bayesian statistics, Statistical Computing, Predictive Modeling, Monte Carlo Simulation, Quantitative Finance, Research, Financial Modeling, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2011 — 2015
PhD, Statistics
University of Pennsylvania - The Wharton School 2008 — 2011
BS Economics, Finance and Statistics
Ang Li Ang Li's UBS Experience June 2010 - August 2010
Job Analyst at Glenview Capital
Industry Investment Banking
Experience
Glenview Capital April 2015 - Present
American Capital July 2013 - March 2015
Citi June 2011 - June 2013
UBS June 2010 - August 2010
Morgan Stanley Smith Barney December 2008 - May 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Finance and Accounting
Plano Senior High 2005 — 2007
Glenview Capital April 2015 - Present
American Capital July 2013 - March 2015
Citi June 2011 - June 2013
UBS June 2010 - August 2010
Morgan Stanley Smith Barney December 2008 - May 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Finance and Accounting
Plano Senior High 2005 — 2007
Pengyuan (Penelope) Wang Pengyuan (Penelope) Wang's UBS Experience June 2012 - August 2012
Job Research Scientist at Yahoo Labs
Industry Research
Experience
Yahoo! February 2013 - Present
The Wharton School September 2008 - December 2012
UBS June 2012 - August 2012
Wharton Customer Analytics Initiative March 2010 - November 2011
Microsoft Research Asia July 2007 - August 2007
Skills
Statistics, Statistical Modeling, Statistical Computing, Bayesian statistics, Probability, Time Series Analysis, Mathematical Modeling, Data Mining, Machine Learning, R, Linear Regression, Problem Solving, Big Data Analysis, Hadoop, Causal Inference, Multivariate Statistics, Stochastic Calculus, Stochastic Processes, Marketing Research, Forecasting Models, Financial Economics, Quantitative, Team Leadership, Study Design, Experimental Design, LaTeX, Data Analysis, Quantitative Analytics, Algorithms, Matlab, C++, Python
Education
University of Pennsylvania - The Wharton School 2008 — 2012
PhD, Statistics
University of Science and Technology of China 2004 — 2008
BS, Statistics
Yahoo! February 2013 - Present
The Wharton School September 2008 - December 2012
UBS June 2012 - August 2012
Wharton Customer Analytics Initiative March 2010 - November 2011
Microsoft Research Asia July 2007 - August 2007
Skills
Statistics, Statistical Modeling, Statistical Computing, Bayesian statistics, Probability, Time Series Analysis, Mathematical Modeling, Data Mining, Machine Learning, R, Linear Regression, Problem Solving, Big Data Analysis, Hadoop, Causal Inference, Multivariate Statistics, Stochastic Calculus, Stochastic Processes, Marketing Research, Forecasting Models, Financial Economics, Quantitative, Team Leadership, Study Design, Experimental Design, LaTeX, Data Analysis, Quantitative Analytics, Algorithms, Matlab, C++, Python
Education
University of Pennsylvania - The Wharton School 2008 — 2012
PhD, Statistics
University of Science and Technology of China 2004 — 2008
BS, Statistics
Justin Pell Justin Pell's UBS Experience 2007 - 2007
Job Advisory Manager at EY
Industry Financial Services
Experience
EY 2013 - Present
Ernst & Young 2012 - 2013
Nanjing University of Finance & Economics 2009 - 2011
Ernst & Young, LLP 2007 - 2009
UBS 2007 - 2007
Skills
GAAP, Internal Audit, IFRS, Process Improvement, Internal Controls, Risk Management, Sarbanes-Oxley Act, Financial Analysis, Analysis, Management Consulting, Corporate Finance, Forecasting, Controls Transformation, VBA, Business Innovation, Project Management, Performance Improvement, Managerial Finance, Financial Risk, Management, Business Process, Financial Reporting, Leadership
Education
Hult International Business School 2011 — 2012
MBA
University of Oklahoma - Price College of Business 2003 — 2007
BBA, Accounting, Finance
Oxford University 2006 — 2006
Honors Study Abroad Program
EY 2013 - Present
Ernst & Young 2012 - 2013
Nanjing University of Finance & Economics 2009 - 2011
Ernst & Young, LLP 2007 - 2009
UBS 2007 - 2007
Skills
GAAP, Internal Audit, IFRS, Process Improvement, Internal Controls, Risk Management, Sarbanes-Oxley Act, Financial Analysis, Analysis, Management Consulting, Corporate Finance, Forecasting, Controls Transformation, VBA, Business Innovation, Project Management, Performance Improvement, Managerial Finance, Financial Risk, Management, Business Process, Financial Reporting, Leadership
Education
Hult International Business School 2011 — 2012
MBA
University of Oklahoma - Price College of Business 2003 — 2007
BBA, Accounting, Finance
Oxford University 2006 — 2006
Honors Study Abroad Program
Eric Hanson Eric Hanson's UBS Experience January 1993 - January 1999
Job Wealth Management Advisor The Andriole Group
Industry Financial Services
Experience
The Andriole Group HighTower November 2013 - Present
Merrill Lynch February 2009 - November 2013
Acara Partners September 2004 - August 2008
Fortis Capital April 1999 - February 2004
UBS January 1993 - January 1999
US Army September 1988 - May 1992
Skills
Investments, Wealth Management, Retirement Planning, Finance, Series 7, Loans, Portfolio Management, Asset Allocation, Mergers & Acquisitions, Investment Strategies, Mutual Funds, CRPC, Strategic Planning, Commercial Real Estate, Mergers, ADPA-Accredited..., CRPS, Financial Analysis, Leadership, Management, Retirement, Risk Management
Education
University of Pennsylvania 1984 — 1988
BS, Mechanical Engineering
Conestoga High School 1980 — 1984
The Andriole Group HighTower November 2013 - Present
Merrill Lynch February 2009 - November 2013
Acara Partners September 2004 - August 2008
Fortis Capital April 1999 - February 2004
UBS January 1993 - January 1999
US Army September 1988 - May 1992
Skills
Investments, Wealth Management, Retirement Planning, Finance, Series 7, Loans, Portfolio Management, Asset Allocation, Mergers & Acquisitions, Investment Strategies, Mutual Funds, CRPC, Strategic Planning, Commercial Real Estate, Mergers, ADPA-Accredited..., CRPS, Financial Analysis, Leadership, Management, Retirement, Risk Management
Education
University of Pennsylvania 1984 — 1988
BS, Mechanical Engineering
Conestoga High School 1980 — 1984
Daniel Winston Daniel Winston's UBS Experience July 2011 - Present
Job Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2013 - Present
UBS July 2011 - Present
Education
University of Pennsylvania 2007 — 2011
BA, Economics, Mathematics
Goldman Sachs June 2013 - Present
UBS July 2011 - Present
Education
University of Pennsylvania 2007 — 2011
BA, Economics, Mathematics
Jie Guo's UBS Experience June 2015 - Present
Job Summer Analyst at UBS
Industry
Experience
UBS June 2015 - Present
University of Pennsylvania January 2015 - Present
The Wharton School August 2013 - December 2014
Forefront Analytics, LLC May 2014 - August 2014
TrainACE May 2014 - August 2014
National Institutes of Health June 2011 - April 2012
Skills
Microsoft Excel, VBA, SQL, Microsoft SQL Server, PowerPoint, Java, OCaml
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science in Economics, Minor in Computer Science
Eleanor Roosevelt High School 2008 — 2012
UBS June 2015 - Present
University of Pennsylvania January 2015 - Present
The Wharton School August 2013 - December 2014
Forefront Analytics, LLC May 2014 - August 2014
TrainACE May 2014 - August 2014
National Institutes of Health June 2011 - April 2012
Skills
Microsoft Excel, VBA, SQL, Microsoft SQL Server, PowerPoint, Java, OCaml
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science in Economics, Minor in Computer Science
Eleanor Roosevelt High School 2008 — 2012
Rick Starrels's UBS Experience June 2011 - August 2011
Job Analyst at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners February 2015 - Present
Inverness Graham Investments January 2014 - January 2015
UBS Financial Sponsors and Leveraged Finance Group 2012 - 2014
UBS June 2011 - August 2011
General Algebraic Modeling System (GAMS) Development Corporation May 2010 - August 2010
The Wharton School July 2009 - August 2009
Wheaton Volunteer Rescue Squad September 2006 - February 2008
Merrill Lynch Investment Managers June 2007 - August 2007
Skills
Analysis, Due Diligence, Finance, Optimization, Restructuring, Microsoft Office, Equities, Financial Modeling, Investment Banking, Data Analysis, Bloomberg
Education
University of Pennsylvania 2008 — 2012
BSE, Finance, Statistics
Edmund Burke School 2004 — 2008
HS
Guggenheim Partners February 2015 - Present
Inverness Graham Investments January 2014 - January 2015
UBS Financial Sponsors and Leveraged Finance Group 2012 - 2014
UBS June 2011 - August 2011
General Algebraic Modeling System (GAMS) Development Corporation May 2010 - August 2010
The Wharton School July 2009 - August 2009
Wheaton Volunteer Rescue Squad September 2006 - February 2008
Merrill Lynch Investment Managers June 2007 - August 2007
Skills
Analysis, Due Diligence, Finance, Optimization, Restructuring, Microsoft Office, Equities, Financial Modeling, Investment Banking, Data Analysis, Bloomberg
Education
University of Pennsylvania 2008 — 2012
BSE, Finance, Statistics
Edmund Burke School 2004 — 2008
HS
Sydney Hilzenrath's UBS Experience April 2000 - May 2003
Job Board Solutions Consultant at Hay Group, Inc.
Industry Real Estate
Experience
Hay Group, Inc. October 2011 - Present
FTI The Schonbraun McCann Group March 2005 - May 2011
UBS April 2000 - May 2003
Solomon Smith Barney 1997 - 2000
Skills
Financial Modeling, Financial Reporting, Mergers & Acquisitions, Strategy, Analysis, Corporate Governance, Tax, Human Resources, Real Estate, Performance Management, Executive Pay, Valuation, Due Diligence, Deferred Compensation, Strategic Planning, Acquisitions, Management Consulting, Incentive Programs, Private Equity, Financial Analysis, Restructuring
Education
University of Pennsylvania 1990 — 1994
BA, Psychology, Spanish
Germantown Friends School
High School
Hay Group, Inc. October 2011 - Present
FTI The Schonbraun McCann Group March 2005 - May 2011
UBS April 2000 - May 2003
Solomon Smith Barney 1997 - 2000
Skills
Financial Modeling, Financial Reporting, Mergers & Acquisitions, Strategy, Analysis, Corporate Governance, Tax, Human Resources, Real Estate, Performance Management, Executive Pay, Valuation, Due Diligence, Deferred Compensation, Strategic Planning, Acquisitions, Management Consulting, Incentive Programs, Private Equity, Financial Analysis, Restructuring
Education
University of Pennsylvania 1990 — 1994
BA, Psychology, Spanish
Germantown Friends School
High School
Zack Bender Zack Bender's UBS Experience August 2007 - September 2009
Job Wealth Management
Industry Financial Services
Experience
The (k) Group 2013 - Present
Rainsberger Wealth Advisors 2012 - 2013
SureAuto, Inc October 2009 - 2012
UBS August 2007 - September 2009
A.G. Edwards & Sons, Inc. May 2003 - August 2007
Paragon Associates January 2002 - March 2003
CLS Group January 2001 - December 2001
Skills
Wealth Management, Retirement, Strategic Financial..., Financial Advisory, Investment Management, Start-ups, Business Planning, Retirement Planning, Equities, Strategic Planning, Business Development, Banking, Venture Capital, Investor Relations, Financial Services, Asset Management, Investment Banking, Asset Managment, Strategy, Securities, Due Diligence, Finance, Leadership, Funding, Wealth Management..., Financial Modeling, Private Equity, Financial Analysis, Asset Allocation, Alternative Investments, Insurance, Financial Structuring, Investments, Portfolio Management, Corporate Finance, Valuation, Series 7, Mutual Funds
Education
University of Oklahoma - Price College of Business 1996 — 2000
BBA, Management Information Systems
Ada High School
The (k) Group 2013 - Present
Rainsberger Wealth Advisors 2012 - 2013
SureAuto, Inc October 2009 - 2012
UBS August 2007 - September 2009
A.G. Edwards & Sons, Inc. May 2003 - August 2007
Paragon Associates January 2002 - March 2003
CLS Group January 2001 - December 2001
Skills
Wealth Management, Retirement, Strategic Financial..., Financial Advisory, Investment Management, Start-ups, Business Planning, Retirement Planning, Equities, Strategic Planning, Business Development, Banking, Venture Capital, Investor Relations, Financial Services, Asset Management, Investment Banking, Asset Managment, Strategy, Securities, Due Diligence, Finance, Leadership, Funding, Wealth Management..., Financial Modeling, Private Equity, Financial Analysis, Asset Allocation, Alternative Investments, Insurance, Financial Structuring, Investments, Portfolio Management, Corporate Finance, Valuation, Series 7, Mutual Funds
Education
University of Oklahoma - Price College of Business 1996 — 2000
BBA, Management Information Systems
Ada High School
Heather Vanderhoof Heather Vanderhoof's UBS Experience 2004 - 2007
Job Head of Strategic Initiatives, OurCrowd
Industry Financial Services
Experience
Credit Suisse 2013 - 2014
Credit Suisse 2010 - 2013
Credit Suisse 2007 - 2010
Credit Suisse 2007 - 2007
UBS 2004 - 2007
UBS Financial Services 2002 - 2004
UBS 2000 - 2002
PaineWebber 1998 - 2000
Skills
Financial Modeling, Private Banking, Strategic Planning, Wealth Management..., Human Resources, Project Management, Business Solutions..., Business Strategy Design, Organizational..., People Development, Business Efficiency, Process Improvement, Compensation & Benefit, Talent Developer, Business Operations
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Yale University 1994 — 1998
BA, Economics; Ethics, Politics and Economics
Credit Suisse 2013 - 2014
Credit Suisse 2010 - 2013
Credit Suisse 2007 - 2010
Credit Suisse 2007 - 2007
UBS 2004 - 2007
UBS Financial Services 2002 - 2004
UBS 2000 - 2002
PaineWebber 1998 - 2000
Skills
Financial Modeling, Private Banking, Strategic Planning, Wealth Management..., Human Resources, Project Management, Business Solutions..., Business Strategy Design, Organizational..., People Development, Business Efficiency, Process Improvement, Compensation & Benefit, Talent Developer, Business Operations
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Yale University 1994 — 1998
BA, Economics; Ethics, Politics and Economics
Tamiko Pottinger Zetrenne Tamiko Pottinger Zetrenne's UBS Experience September 2001 - June 2005
Job Relationship Management, Sales and Marketing Professional
Industry Financial Services
Experience
Seeking Opportunities September 2013 - Present
BNY Mellon June 2005 - September 2013
UBS September 2001 - June 2005
Skills
Management, Banking, Financial Analysis, Project Management, Finance, Customer Service, Relationship Management, Microsoft Excel, Risk Management, Business Analysis, CRM, Marketing, Strategy, Financial Services, Portfolio Management, Marketing Communications, Online Marketing, Product Marketing, Market Research Project..., Leadership
Education
University of Pennsylvania 1993 — 1997
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Maria Regina High School
Seeking Opportunities September 2013 - Present
BNY Mellon June 2005 - September 2013
UBS September 2001 - June 2005
Skills
Management, Banking, Financial Analysis, Project Management, Finance, Customer Service, Relationship Management, Microsoft Excel, Risk Management, Business Analysis, CRM, Marketing, Strategy, Financial Services, Portfolio Management, Marketing Communications, Online Marketing, Product Marketing, Market Research Project..., Leadership
Education
University of Pennsylvania 1993 — 1997
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Maria Regina High School
Cody Dillabough Cody Dillabough's UBS Experience August 2014 - Present
Job Business Analyst at UBS
Industry Financial Services
Experience
UBS August 2014 - Present
University of Pennsylvania September 2012 - May 2014
UBS June 2013 - August 2013
Microsoft November 2012 - December 2012
The Franklin Institute January 2012 - May 2012
Skills
Data Analysis, Strategic Leadership, French, Financial Modeling, Web Design, Business Analysis, Project Management, Databases, Equities, MySQL, Microsoft Word, Microsoft Excel, PowerPoint, Windows, Customer Service
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Cognitive Science with Minors in Computer Science & French, 3.4
Bishop O'Byrne High School 2008 — 2010
Graduate, IB Program, 4.0
UBS August 2014 - Present
University of Pennsylvania September 2012 - May 2014
UBS June 2013 - August 2013
Microsoft November 2012 - December 2012
The Franklin Institute January 2012 - May 2012
Skills
Data Analysis, Strategic Leadership, French, Financial Modeling, Web Design, Business Analysis, Project Management, Databases, Equities, MySQL, Microsoft Word, Microsoft Excel, PowerPoint, Windows, Customer Service
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Cognitive Science with Minors in Computer Science & French, 3.4
Bishop O'Byrne High School 2008 — 2010
Graduate, IB Program, 4.0
Daniel Daniel Daniel Daniel's UBS Experience 2006 - 2010
Job Investment Management at BlackRock
Industry Investment Management
Experience
BlackRock January 2011 - Present
Wall Street Access 2010 - 2010
UBS 2006 - 2010
UBS 2002 - 2006
Skills
Special Situations, Financial Markets, Asset Allocation, Asset Management, Investments, Financial Analysis, Derivatives, Portfolio Management, Equities, Corporate Finance, Private Equity, Due Diligence
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Utah - David Eccles School of Business
BS, Finance
BlackRock January 2011 - Present
Wall Street Access 2010 - 2010
UBS 2006 - 2010
UBS 2002 - 2006
Skills
Special Situations, Financial Markets, Asset Allocation, Asset Management, Investments, Financial Analysis, Derivatives, Portfolio Management, Equities, Corporate Finance, Private Equity, Due Diligence
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Utah - David Eccles School of Business
BS, Finance
Sam Lynn's UBS Experience 2005 - 2007
Job Managing Partner at Chord Advisors, LLC
Industry Accounting
Experience
Chord Advisors, LLC March 2014 - Present
Goldman Sachs 2007 - March 2014
UBS 2005 - 2007
KPMG US 2003 - 2005
FASB 2001 - 2003
KPMG US 1996 - 2001
EY 1989 - 1996
Skills
Auditing, Corporate Finance, Financial Accounting, Financial Analysis, Financial Reporting, Policy, Private Equity, SEC Filings, SEC filings
Education
University of Oklahoma
Chord Advisors, LLC March 2014 - Present
Goldman Sachs 2007 - March 2014
UBS 2005 - 2007
KPMG US 2003 - 2005
FASB 2001 - 2003
KPMG US 1996 - 2001
EY 1989 - 1996
Skills
Auditing, Corporate Finance, Financial Accounting, Financial Analysis, Financial Reporting, Policy, Private Equity, SEC Filings, SEC filings
Education
University of Oklahoma
Andrew W. Ferraro, CFP®, CIMA® Andrew W. Ferraro, CFP®, CIMA®'s UBS Experience 2005 - 2011
Job Wealth Advisor at Strategic Wealth Partners
Industry Financial Services
Experience
Strategic Wealth Partners 2015 - Present
Ameriprise Financial Services, Inc. 2011 - 2015
UBS 2005 - 2011
Skills
Financial Analysis, Financial Planning, Portfolio Management, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Retirement, Asset Management, Strategy
Education
Xavier University 2001 — 2005
BSBA, Finance
Wharton School of Business 2008 — 2009
Essentials of Investment Consulting
Xavier University 2006 — 2007
Executive Certificate in Financial Planning
Bishop Watterson High School 1997 — 2001
St. Andrew Parochial 1989 — 1997
Strategic Wealth Partners 2015 - Present
Ameriprise Financial Services, Inc. 2011 - 2015
UBS 2005 - 2011
Skills
Financial Analysis, Financial Planning, Portfolio Management, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Retirement, Asset Management, Strategy
Education
Xavier University 2001 — 2005
BSBA, Finance
Wharton School of Business 2008 — 2009
Essentials of Investment Consulting
Xavier University 2006 — 2007
Executive Certificate in Financial Planning
Bishop Watterson High School 1997 — 2001
St. Andrew Parochial 1989 — 1997
Kevin Heenan Kevin Heenan's UBS Experience June 2012 - August 2012
Job Equity Research
Industry Financial Services
Experience
Nomura Securities April 2014 - Present
Orion Consultants July 2013 - April 2014
UBS June 2012 - August 2012
UBS June 2011 - August 2011
Skills
English, Spanish, Statistics, Financial Modeling, Data Analysis, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Bloomberg
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts, Political Science; Political Economy
Manhasset High School 2005 — 2009
Nomura Securities April 2014 - Present
Orion Consultants July 2013 - April 2014
UBS June 2012 - August 2012
UBS June 2011 - August 2011
Skills
English, Spanish, Statistics, Financial Modeling, Data Analysis, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Bloomberg
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts, Political Science; Political Economy
Manhasset High School 2005 — 2009
Anna Wolf Anna Wolf's UBS Experience July 2003 - September 2006
Job Founder & Chief Consultant at SuperScript Marketing
Industry Marketing and Advertising
Experience
SuperScript Marketing March 2013 - Present
iShares January 2011 - March 2013
iShares August 2008 - January 2011
Barclays Global Investors March 2007 - August 2008
AIG Advisor Group September 2006 - March 2007
UBS July 2003 - September 2006
Outward Bound Adventures 2001 - 2001
Skills
Content Strategy, Digital Marketing, SEM, Email Marketing, Social Media Marketing, Digital Strategy, SEO, Direct Marketing, Social Media, Writing, Blogging, Twitter, Facebook Marketing, Brand Awareness, Marketing Strategy, ETFs, Sales, Training, Editorial, Copy Editing, Online Marketing, Marketing, Financial Services, Strategic Partnerships, Creative Direction, Facebook, Strategic Communications, Leadership, Marketing Communications, Management, Integrated Marketing, Multi-channel Marketing, Digital Media, Strategy, Business Development, Start-ups, Investments, Asset Management, Content Marketing
Education
University of Oregon 1996 — 2000
BA, Political Science
SuperScript Marketing March 2013 - Present
iShares January 2011 - March 2013
iShares August 2008 - January 2011
Barclays Global Investors March 2007 - August 2008
AIG Advisor Group September 2006 - March 2007
UBS July 2003 - September 2006
Outward Bound Adventures 2001 - 2001
Skills
Content Strategy, Digital Marketing, SEM, Email Marketing, Social Media Marketing, Digital Strategy, SEO, Direct Marketing, Social Media, Writing, Blogging, Twitter, Facebook Marketing, Brand Awareness, Marketing Strategy, ETFs, Sales, Training, Editorial, Copy Editing, Online Marketing, Marketing, Financial Services, Strategic Partnerships, Creative Direction, Facebook, Strategic Communications, Leadership, Marketing Communications, Management, Integrated Marketing, Multi-channel Marketing, Digital Media, Strategy, Business Development, Start-ups, Investments, Asset Management, Content Marketing
Education
University of Oregon 1996 — 2000
BA, Political Science
Katherine Pully's UBS Experience August 2014 - Present
Job Group Technology at UBS
Industry Computer Software
Experience
UBS August 2014 - Present
Camp Mystic August 2012 - August 2013
City Tap House March 2012 - October 2012
Bon Appetit June 2012 - August 2012
Skills
Research, Microsoft Excel, Data Analysis, Writing, C++, Java, HTML, Cognitive Science, SQL, Teamwork, Tableau, Microsoft Word, Object Oriented Software, CSS, Clinical..., VBA, Access, Spanish, JIRA
Education
University of Pennsylvania 2010 — 2014
Cognitive Science, Computer Science
University of Oxford 2011 — 2011
The Hockaday School 2006 — 2010
UBS August 2014 - Present
Camp Mystic August 2012 - August 2013
City Tap House March 2012 - October 2012
Bon Appetit June 2012 - August 2012
Skills
Research, Microsoft Excel, Data Analysis, Writing, C++, Java, HTML, Cognitive Science, SQL, Teamwork, Tableau, Microsoft Word, Object Oriented Software, CSS, Clinical..., VBA, Access, Spanish, JIRA
Education
University of Pennsylvania 2010 — 2014
Cognitive Science, Computer Science
University of Oxford 2011 — 2011
The Hockaday School 2006 — 2010
Alexandra McDonough's UBS Experience July 2011 - September 2012
Job Candidate for Masters in Nutrition Education at Columbia University
Industry Investment Banking
Experience
Columbia University August 2015 - Present
Hunter College & UC Berkeley February 2015 - August 2015
The Blackstone Group September 2012 - February 2015
UBS July 2011 - September 2012
UBS June 2010 - August 2010
UBS June 2009 - July 2009
Goldman Sachs March 2009 - March 2009
BNY Mellon June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
Columbia University August 2015 - Present
Hunter College & UC Berkeley February 2015 - August 2015
The Blackstone Group September 2012 - February 2015
UBS July 2011 - September 2012
UBS June 2010 - August 2010
UBS June 2009 - July 2009
Goldman Sachs March 2009 - March 2009
BNY Mellon June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
Mary Sue Denninghoff Mary Sue Denninghoff's UBS Experience August 2001 - April 2002
Job Real Estate Broker at Portland's Alternative Realtors
Industry Real Estate
Experience
Portland's Alternative Realtors March 2012 - Present
Freelance May 2010 - March 2012
TMP Worldwide September 2007 - August 2009
The Culham Writing Company December 2002 - September 2007
UBS August 2001 - April 2002
Skills
Creative Writing, Budgets, Marketing, Social Media Marketing, Online Advertising, Customer Service, Social Media, Email Marketing, Time Management
Education
University of Oregon 1996 — 2000
Bachelor of Science, Biology
Portland's Alternative Realtors March 2012 - Present
Freelance May 2010 - March 2012
TMP Worldwide September 2007 - August 2009
The Culham Writing Company December 2002 - September 2007
UBS August 2001 - April 2002
Skills
Creative Writing, Budgets, Marketing, Social Media Marketing, Online Advertising, Customer Service, Social Media, Email Marketing, Time Management
Education
University of Oregon 1996 — 2000
Bachelor of Science, Biology
Blair Bolles Blair Bolles's UBS Experience March 2005 - July 2005
Job Technical Writer at 9/11 Memorial
Industry Writing and Editing
Experience
9/11 Memorial and Museum October 2014 - March 2015
FYI Online Learning November 2012 - February 2013
Regeneron Pharmaceuticals October 2011 - May 2012
AllianceBernstein August 2010 - July 2011
PSEG December 2009 - January 2010
White & Case September 2005 - November 2008
UBS March 2005 - July 2005
Federal Reserve Bank of New York February 2005 - March 2005
Deutsche Bank December 2004 - January 2005
Federal Reserve Bank of New York September 2004 - October 2004
Skills
Technical Writing, Editing, Publications, Proofreading, Copy Editing, Content Development, Software Documentation, Web Content, Visio, Program Management, Research, Publishing, Blogging, Editorial, Newsletters
Education
University of Pennsylvania
M.A., English
Washington University in St. Louis
AB, English
9/11 Memorial and Museum October 2014 - March 2015
FYI Online Learning November 2012 - February 2013
Regeneron Pharmaceuticals October 2011 - May 2012
AllianceBernstein August 2010 - July 2011
PSEG December 2009 - January 2010
White & Case September 2005 - November 2008
UBS March 2005 - July 2005
Federal Reserve Bank of New York February 2005 - March 2005
Deutsche Bank December 2004 - January 2005
Federal Reserve Bank of New York September 2004 - October 2004
Skills
Technical Writing, Editing, Publications, Proofreading, Copy Editing, Content Development, Software Documentation, Web Content, Visio, Program Management, Research, Publishing, Blogging, Editorial, Newsletters
Education
University of Pennsylvania
M.A., English
Washington University in St. Louis
AB, English
Harrison Vigersky Harrison Vigersky's UBS Experience August 2012 - May 2013
Job Analyst at Third Avenue Management
Industry Real Estate
Experience
Third Avenue Management February 2014 - Present
Force Capital Management May 2013 - February 2014
UBS August 2012 - May 2013
Wharton Small Business Development Center September 2010 - May 2012
UBS Investment Bank June 2011 - August 2011
Skills
Financial Analysis, Excel, Mandarin, Financial Modeling, Valuation, Business Strategy, Due Diligence, Corporate Finance, Strategy
Education
University of Pennsylvania - The Lauder Institute 2010 — 2012
Master's degree, International Studies
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Finance, General
Wesleyan University 2002 — 2006
Bachelor's degree, Philosophy
Third Avenue Management February 2014 - Present
Force Capital Management May 2013 - February 2014
UBS August 2012 - May 2013
Wharton Small Business Development Center September 2010 - May 2012
UBS Investment Bank June 2011 - August 2011
Skills
Financial Analysis, Excel, Mandarin, Financial Modeling, Valuation, Business Strategy, Due Diligence, Corporate Finance, Strategy
Education
University of Pennsylvania - The Lauder Institute 2010 — 2012
Master's degree, International Studies
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Finance, General
Wesleyan University 2002 — 2006
Bachelor's degree, Philosophy
Rita Wright Oujesky Rita Wright Oujesky's UBS Experience 2003 - 2009
Job Vice President at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates May 2009 - Present
UBS 2003 - 2009
Merrill Lynch 1991 - 2003
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Mutual Funds, Wealth Management, Investments, Retirement, Financial Planning, Securities, Investment Strategies, Series 7, Series 63
Education
University of Oklahoma 1979 — 1985
Bachelor's Degree, Petroleum Land Management
Raymond James & Associates May 2009 - Present
UBS 2003 - 2009
Merrill Lynch 1991 - 2003
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Mutual Funds, Wealth Management, Investments, Retirement, Financial Planning, Securities, Investment Strategies, Series 7, Series 63
Education
University of Oklahoma 1979 — 1985
Bachelor's Degree, Petroleum Land Management
Bill Savino Bill Savino's UBS Experience January 1998 - January 2003
Job President Nurse Next Door
Industry Health, Wellness and Fitness
Experience
Nurse Next Door April 2015 - Present
Altibase November 2013 - February 2015
Action Group January 2005 - January 2014
Bank of America January 2003 - January 2005
UBS January 1998 - January 2003
Morgan Stanley July 1980 - January 1998
Skills
Enterprise Solution..., Sales, Sales Management, Sales Operations, Entrepreneurship, Institutional Sales, Executive Management, Executive Coaching, Direct Sales, Sales Presentations, Written & Oral..., Presenter, Channel Sales, Strategic Planning, Customer Service, Management, Team Building, Event Planning, Business Development, Negotiation, Enterprise Software, Leadership, Analysis, Training, Channel Partners, Telecommunications, Budgets, Product Development, CRM, Sales Process, Competitive Analysis, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Executive Education Program,, Finance
College of Wooster 1976 — 1980
Bachelor of Arts (BA), Speech Communication and Political Science
The Peddie School 1971 — 1975
Prep School
Nurse Next Door April 2015 - Present
Altibase November 2013 - February 2015
Action Group January 2005 - January 2014
Bank of America January 2003 - January 2005
UBS January 1998 - January 2003
Morgan Stanley July 1980 - January 1998
Skills
Enterprise Solution..., Sales, Sales Management, Sales Operations, Entrepreneurship, Institutional Sales, Executive Management, Executive Coaching, Direct Sales, Sales Presentations, Written & Oral..., Presenter, Channel Sales, Strategic Planning, Customer Service, Management, Team Building, Event Planning, Business Development, Negotiation, Enterprise Software, Leadership, Analysis, Training, Channel Partners, Telecommunications, Budgets, Product Development, CRM, Sales Process, Competitive Analysis, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Executive Education Program,, Finance
College of Wooster 1976 — 1980
Bachelor of Arts (BA), Speech Communication and Political Science
The Peddie School 1971 — 1975
Prep School
James Spiegelhoff James Spiegelhoff's UBS Experience 2007 - September 2012
Job Head of Segment Marketing and Practice Management
Industry Financial Services
Experience
Pershing, a BNY Mellon company September 2012 - Present
UBS 2007 - September 2012
Vanguard 1999 - 2007
Skills
Investments, Consulting, Positioning, Marketing, Strategy, Leadership, Marketing Strategy, Segmentation, Management Consulting, New Business Development, Integrated Marketing, Wealth Management, Series 7, Thought Leadership, Social Media Marketing, Marketing Communications, Financial Services, Coaching, Online Marketing
Education
University of Pennsylvania
BA
Pershing, a BNY Mellon company September 2012 - Present
UBS 2007 - September 2012
Vanguard 1999 - 2007
Skills
Investments, Consulting, Positioning, Marketing, Strategy, Leadership, Marketing Strategy, Segmentation, Management Consulting, New Business Development, Integrated Marketing, Wealth Management, Series 7, Thought Leadership, Social Media Marketing, Marketing Communications, Financial Services, Coaching, Online Marketing
Education
University of Pennsylvania
BA
Aaron Lidawer's UBS Experience June 2015 - August 2015
Job Student The Wharton School of the University of Pennsylvania
Industry Financial Services
Experience
UBS June 2015 - August 2015
UBS May 2014 - August 2014
Firefly September 2013 - March 2014
UBS May 2013 - August 2013
Re-CYCLE Rides Inc. June 2010 - September 2012
Skills
Start-ups, Entrepreneurship, Strategic Planning, Business Strategy
Education
University of Pennsylvania - The Wharton School 2012 — 2016
UBS June 2015 - August 2015
UBS May 2014 - August 2014
Firefly September 2013 - March 2014
UBS May 2013 - August 2013
Re-CYCLE Rides Inc. June 2010 - September 2012
Skills
Start-ups, Entrepreneurship, Strategic Planning, Business Strategy
Education
University of Pennsylvania - The Wharton School 2012 — 2016
James Price's UBS Experience February 2010 - August 2010
Job Entrepreneur, Experienced Senior Financial Services Executive, Wealth and Asset Management Sales and Consumer Marketing
Industry Financial Services
Experience
1800DOCTORS January 2011 - Present
The Sawtooth Group January 2011 - Present
The Ranney School June 2002 - Present
UBS February 2010 - August 2010
UBS January 2009 - February 2010
UBS July 2005 - December 2008
UBS December 2002 - June 2005
Securities Industry Association (Now SIFMA) January 2000 - March 2004
Prudential Securities 2000 - 2002
Prudential Securities 1997 - 1999
Skills
Wealth Management, Alternative Investments, Equities, Hedge Funds, Mutual Funds, Fixed Income, Asset Allocation, Securities, Trading Systems, Investment Banking, Investment Management, Portfolio Management, Asset Management, Banking, Business Strategy, Estate Planning, Finance, Financial Advisory, Financial Services, Investment Advisory, Investments, Management, Private Banking, Series 63, Series 7, Strategy, Wealth, Business Development, Fixed Annuities, Insurance, High Net Worth..., Strategic Financial..., Private Equity, Retirement Planning, Investment Strategies, Retirement, Financial Planning
Education
University of Oregon - Charles H. Lundquist College of Business 1978 — 1982
BS, Finance/Economics
1800DOCTORS January 2011 - Present
The Sawtooth Group January 2011 - Present
The Ranney School June 2002 - Present
UBS February 2010 - August 2010
UBS January 2009 - February 2010
UBS July 2005 - December 2008
UBS December 2002 - June 2005
Securities Industry Association (Now SIFMA) January 2000 - March 2004
Prudential Securities 2000 - 2002
Prudential Securities 1997 - 1999
Skills
Wealth Management, Alternative Investments, Equities, Hedge Funds, Mutual Funds, Fixed Income, Asset Allocation, Securities, Trading Systems, Investment Banking, Investment Management, Portfolio Management, Asset Management, Banking, Business Strategy, Estate Planning, Finance, Financial Advisory, Financial Services, Investment Advisory, Investments, Management, Private Banking, Series 63, Series 7, Strategy, Wealth, Business Development, Fixed Annuities, Insurance, High Net Worth..., Strategic Financial..., Private Equity, Retirement Planning, Investment Strategies, Retirement, Financial Planning
Education
University of Oregon - Charles H. Lundquist College of Business 1978 — 1982
BS, Finance/Economics
Hallie Eng Hallie Eng's UBS Experience October 2008 - April 2011
Job Director, Strategy & Business Planning at American Express
Industry Human Resources
Experience
American Express August 2014 - Present
American Express May 2011 - July 2014
UBS October 2008 - April 2011
Deloitte Consulting March 2005 - September 2008
Accenture November 2001 - March 2005
Skills
Management Consulting, Program Management, Business Transformation, Cross-functional Team..., Change Management, Management, Project Management, Integration, Analysis, Mergers & Acquisitions, Business Strategy, Human Resources
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS Econ, Management
American Express August 2014 - Present
American Express May 2011 - July 2014
UBS October 2008 - April 2011
Deloitte Consulting March 2005 - September 2008
Accenture November 2001 - March 2005
Skills
Management Consulting, Program Management, Business Transformation, Cross-functional Team..., Change Management, Management, Project Management, Integration, Analysis, Mergers & Acquisitions, Business Strategy, Human Resources
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS Econ, Management
Kellen Xu Kellen Xu's UBS Experience July 2011 - Present
Job Analyst at UBS
Industry Financial Services
Experience
UBS July 2011 - Present
Morgan Stanley June 2010 - September 2010
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts, Psychology
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science in Economics, Finance
UBS July 2011 - Present
Morgan Stanley June 2010 - September 2010
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts, Psychology
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science in Economics, Finance
Megan Stinson's UBS Experience April 2012 - July 2015
Job Director of Marketing and PR at AltX
Industry Financial Services
Experience
AltX July 2015 - Present
UBS April 2012 - July 2015
BNP Paribas August 2009 - April 2012
JPMorgan Chase July 2007 - July 2008
Skills
Media Relations, Social Media, Internal Communications, Public Relations, International Relations, Social Media Marketing, Corporate Communications, Copy Editing, Strategic Communications, Marketing, Research, Blogging, Press Releases, Crisis Communications, Strategy, Journalism, Event Management, Digital Media, Editing, Newsletters, Content Management, Event Planning, Copywriting, Social Networking, New Media, Digital Marketing, Marketing Communications, Brand Management, Marketing Strategy, French
Education
University of Pennsylvania 2003 — 2007
The Hun School of Princeton 1999 — 2003
AltX July 2015 - Present
UBS April 2012 - July 2015
BNP Paribas August 2009 - April 2012
JPMorgan Chase July 2007 - July 2008
Skills
Media Relations, Social Media, Internal Communications, Public Relations, International Relations, Social Media Marketing, Corporate Communications, Copy Editing, Strategic Communications, Marketing, Research, Blogging, Press Releases, Crisis Communications, Strategy, Journalism, Event Management, Digital Media, Editing, Newsletters, Content Management, Event Planning, Copywriting, Social Networking, New Media, Digital Marketing, Marketing Communications, Brand Management, Marketing Strategy, French
Education
University of Pennsylvania 2003 — 2007
The Hun School of Princeton 1999 — 2003
Terry Cook, CFP, CIMA Terry Cook, CFP, CIMA's UBS Experience July 2002 - Present
Job Managing Director Wealth Management, Private Wealth Advisor at UBS
Industry Financial Services
Experience
UBS July 2002 - Present
Big Brothers Big Sisters of Puget Sound February 2012 - Present
Merrill Lynch May 1993 - July 2002
Skills
Investments, Wealth Management, Asset Allocation, Asset Management, Series 7, Investment Strategies
Education
University of Oregon 1988 — 1991
BA, Economics
University of Oregon
Economics
UBS July 2002 - Present
Big Brothers Big Sisters of Puget Sound February 2012 - Present
Merrill Lynch May 1993 - July 2002
Skills
Investments, Wealth Management, Asset Allocation, Asset Management, Series 7, Investment Strategies
Education
University of Oregon 1988 — 1991
BA, Economics
University of Oregon
Economics
Michael Barbis CFA Michael Barbis CFA's UBS Experience 1995 - 2002
Job Realtor and Developer
Industry Real Estate
Experience
Berkshire Hathaway Home Services 2004 - Present
City of Norwalk Board of Education November 2011 - Present
Sixth Taxing District (Rowayton) November 2005 - Present
Rowayton Fire Department 2000 - Present
Rowayton Yacht Club February 2003 - February 2013
Wheeler Real Estate 2002 - 2004
UBS Investment Bank August 1995 - April 2002
UBS 1995 - 2002
NatWest Markets May 1993 - August 1995
Wertheim Schroder & Company March 1990 - April 1993
Skills
Real Estate, Residential, Home, Equities, Budgeting, Property Management, Construction, Historical Renovations, Whole House Renovations, Renovation, Residential Design, Local Government, Project Planning, Project Management, Strategic Negotiations, Negotiation, Zoning, Historic Preservation, Historic Homes, Budgets, Residential Homes, Investments, New Home Sales, Condos, Advertising, Sales, Sellers, Relocation, Selling, Real Property, Investment Properties, Real Estate Transactions, Contract Negotiation, Real Estate Development, Finance, Management, Commercial Real Estate, Real Estate Economics, Asset Management, ABR, Brokerage, Luxury
Education
University of Pennsylvania 1981 — 1985
BA/BS, Regional Science/Economics
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science, Economics
Choate Rosemary Hall
Diploma, Cum Laude
Lycee Francais de Belgique
Tivoli Bordeaux
Berkshire Hathaway Home Services 2004 - Present
City of Norwalk Board of Education November 2011 - Present
Sixth Taxing District (Rowayton) November 2005 - Present
Rowayton Fire Department 2000 - Present
Rowayton Yacht Club February 2003 - February 2013
Wheeler Real Estate 2002 - 2004
UBS Investment Bank August 1995 - April 2002
UBS 1995 - 2002
NatWest Markets May 1993 - August 1995
Wertheim Schroder & Company March 1990 - April 1993
Skills
Real Estate, Residential, Home, Equities, Budgeting, Property Management, Construction, Historical Renovations, Whole House Renovations, Renovation, Residential Design, Local Government, Project Planning, Project Management, Strategic Negotiations, Negotiation, Zoning, Historic Preservation, Historic Homes, Budgets, Residential Homes, Investments, New Home Sales, Condos, Advertising, Sales, Sellers, Relocation, Selling, Real Property, Investment Properties, Real Estate Transactions, Contract Negotiation, Real Estate Development, Finance, Management, Commercial Real Estate, Real Estate Economics, Asset Management, ABR, Brokerage, Luxury
Education
University of Pennsylvania 1981 — 1985
BA/BS, Regional Science/Economics
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science, Economics
Choate Rosemary Hall
Diploma, Cum Laude
Lycee Francais de Belgique
Tivoli Bordeaux
Sara Ingram Sara Ingram's UBS Experience November 2008 - March 2009
Job Senior Marketing Consultant, Advertising at Citi
Industry Financial Services
Experience
Citi April 2014 - Present
American Express July 2013 - April 2014
Citi August 2011 - February 2013
American Express September 2009 - January 2011
UBS November 2008 - March 2009
Starwood Hotels & Resorts February 2008 - October 2008
UBS February 2007 - January 2008
American Express August 2006 - January 2007
JPMorgan Chase 2004 - 2005
JPMorgan Chase 2003 - 2004
Skills
Advertising, Direct Marketing, Management, Market Planning, Loyalty Marketing, Budgets, Program Management, Product Launch, Customer Acquisition, Customer Retention, Process Improvement, Direct Mail, Business Planning, Market Analysis, Executive Management, Leadership, Business Strategy, B2B Marketing, Team Leadership, Sales
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Marketing
University of Pennsylvania 1975 — 1976
MA, Museum Studies
University of Pennsylvania 1971 — 1975
BA, History
Philips Andover / Abbot Academy
High School
Citi April 2014 - Present
American Express July 2013 - April 2014
Citi August 2011 - February 2013
American Express September 2009 - January 2011
UBS November 2008 - March 2009
Starwood Hotels & Resorts February 2008 - October 2008
UBS February 2007 - January 2008
American Express August 2006 - January 2007
JPMorgan Chase 2004 - 2005
JPMorgan Chase 2003 - 2004
Skills
Advertising, Direct Marketing, Management, Market Planning, Loyalty Marketing, Budgets, Program Management, Product Launch, Customer Acquisition, Customer Retention, Process Improvement, Direct Mail, Business Planning, Market Analysis, Executive Management, Leadership, Business Strategy, B2B Marketing, Team Leadership, Sales
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Marketing
University of Pennsylvania 1975 — 1976
MA, Museum Studies
University of Pennsylvania 1971 — 1975
BA, History
Philips Andover / Abbot Academy
High School
Amy Gussin's UBS Experience 2004 - 2005
Job TPG Capital BD LLC (Brookland Capital Strategies)
Industry Financial Services
Experience
TPG Capital (Brookland Capital Strategies) March 2014 - Present
Credit suisse May 2005 - March 2014
UBS 2004 - 2005
Merrill Lynch 2003 - 2004
American Express May 2002 - September 2002
Skills
Due Diligence, Financial Analysis, Financial Modeling, Bloomberg, Corporate Finance, Derivatives, Investment Banking, Fixed Income, Mergers & Acquisitions, Alternative Investments, Structured Finance, Financial Structuring, Asset Management, Credit Risk, Portfolio Management, Equity Research, Private Equity
Education
University of Oxford
Masters of Science, Management Studies, Social Anthropology.
University of Southern California
bachelors of art and science, Economics, International Relations (Double Major)
TPG Capital (Brookland Capital Strategies) March 2014 - Present
Credit suisse May 2005 - March 2014
UBS 2004 - 2005
Merrill Lynch 2003 - 2004
American Express May 2002 - September 2002
Skills
Due Diligence, Financial Analysis, Financial Modeling, Bloomberg, Corporate Finance, Derivatives, Investment Banking, Fixed Income, Mergers & Acquisitions, Alternative Investments, Structured Finance, Financial Structuring, Asset Management, Credit Risk, Portfolio Management, Equity Research, Private Equity
Education
University of Oxford
Masters of Science, Management Studies, Social Anthropology.
University of Southern California
bachelors of art and science, Economics, International Relations (Double Major)
Ilana Messing's UBS Experience August 2007 - May 2009
Job MasterCard Labs
Industry Internet
Experience
MasterCard July 2014 - Present
Independent Consultant July 2013 - July 2014
Greenberg Educational Group, Inc. January 2013 - July 2014
Top It Frozen Yogurt December 2009 - June 2013
UBS August 2007 - May 2009
Bear Stearns June 2006 - August 2006
Skills
Business Development, Go-to-market Strategy, Product Innovation, Start-up Ventures, New Market Expansion, Product Strategies, Project Management, Latin America, Marketing Strategy, Strategic Partnerships, Financial Analysis, Entrepreneurship, Strategy, Business Strategy, Start-ups, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science in Economics, Finance
MasterCard July 2014 - Present
Independent Consultant July 2013 - July 2014
Greenberg Educational Group, Inc. January 2013 - July 2014
Top It Frozen Yogurt December 2009 - June 2013
UBS August 2007 - May 2009
Bear Stearns June 2006 - August 2006
Skills
Business Development, Go-to-market Strategy, Product Innovation, Start-up Ventures, New Market Expansion, Product Strategies, Project Management, Latin America, Marketing Strategy, Strategic Partnerships, Financial Analysis, Entrepreneurship, Strategy, Business Strategy, Start-ups, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science in Economics, Finance
Anthony Abraham Anthony Abraham's UBS Experience June 2011 - August 2011
Job Yale MBA Candidate | Finance Intern at Google
Industry Financial Services
Experience
Google June 2015 - August 2015
Related 2012 - 2014
UBS June 2011 - August 2011
UBS June 2010 - August 2010
St. Jude Children's Research Hospital June 2009 - August 2009
Skills
Financial Analysis, Real Estate Development, Financial Modeling, Real Estate Economics, Real Estate, Due Diligence, Asset Management, Commercial Real Estate, Leveraged Finance, Real Estate Private..., Private Equity, Investment Properties, Investment Banking, Business Strategy, Digital Strategy, Internet Strategy, Valuation, Business Valuation, Venture Capital
Education
University of Pennsylvania - The Wharton School 2009 — 2012
Bachelor of Science in Economics, Magna Cum Laude
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (MBA)
Google June 2015 - August 2015
Related 2012 - 2014
UBS June 2011 - August 2011
UBS June 2010 - August 2010
St. Jude Children's Research Hospital June 2009 - August 2009
Skills
Financial Analysis, Real Estate Development, Financial Modeling, Real Estate Economics, Real Estate, Due Diligence, Asset Management, Commercial Real Estate, Leveraged Finance, Real Estate Private..., Private Equity, Investment Properties, Investment Banking, Business Strategy, Digital Strategy, Internet Strategy, Valuation, Business Valuation, Venture Capital
Education
University of Pennsylvania - The Wharton School 2009 — 2012
Bachelor of Science in Economics, Magna Cum Laude
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (MBA)
david sheinheit david sheinheit's UBS Experience April 2011 - Present
Job CIMA, Vice President Financial Advisor at UBS Financial
Industry Investment Management
Experience
UBS April 2011 - Present
Morgan Stanley- Smith Barney March 2003 - March 2011
Aventura-Sunny Isles Beach Chamber of Commerce 2005 - 2010
Aventura-Sunny Isles Beach Chamber of Commerce 2005 - 2010
Prudential Securities April 1987 - February 2003
Skills
CIMA
Education
University of Pennsylvania - The Wharton School
CIMA, Investment Consultant;Portfolio Management
UBS April 2011 - Present
Morgan Stanley- Smith Barney March 2003 - March 2011
Aventura-Sunny Isles Beach Chamber of Commerce 2005 - 2010
Aventura-Sunny Isles Beach Chamber of Commerce 2005 - 2010
Prudential Securities April 1987 - February 2003
Skills
CIMA
Education
University of Pennsylvania - The Wharton School
CIMA, Investment Consultant;Portfolio Management
Jason deFaria's UBS Experience June 2014 - August 2014
Job Investment Banking Analyst at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners July 2015 - Present
UBS June 2014 - August 2014
Oppenheimer & Co. May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Public Speaking, Research, Outlook, Strategic Planning, Budgets, Windows
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Economics
Guggenheim Partners July 2015 - Present
UBS June 2014 - August 2014
Oppenheimer & Co. May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Public Speaking, Research, Outlook, Strategic Planning, Budgets, Windows
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Economics
Ben Piersall's UBS Experience June 2011 - August 2011
Job BD at Sequoia
Industry Venture Capital & Private Equity
Experience
Sequoia Capital July 2015 - Present
Staked April 2014 - June 2015
Intuit August 2012 - May 2014
UBS June 2011 - August 2011
Skills
Entrepreneurship, Product Management, Mobile Applications, Product Marketing, Marketing Strategy, Business Development, Product Design, Software, User Experience, Mobile Interaction..., Marketing, Social Media, Cloud Computing, Mobile Devices, Strategic Partnerships, Competitive Analysis, SaaS
Education
University of Pennsylvania
BS, Economics, Information Science
Sequoia Capital July 2015 - Present
Staked April 2014 - June 2015
Intuit August 2012 - May 2014
UBS June 2011 - August 2011
Skills
Entrepreneurship, Product Management, Mobile Applications, Product Marketing, Marketing Strategy, Business Development, Product Design, Software, User Experience, Mobile Interaction..., Marketing, Social Media, Cloud Computing, Mobile Devices, Strategic Partnerships, Competitive Analysis, SaaS
Education
University of Pennsylvania
BS, Economics, Information Science
Kevin M. Sánchez, CIMA®,CPWA®, CFP® Kevin M. Sánchez, CIMA®,CPWA®, CFP®'s UBS Experience November 2003 - Present
Job Senior Institutional Consultant UBS Institutional Consulting UBS
Industry Investment Management
Experience
UBS November 2003 - Present
Morgan Stanley July 1994 - November 2003
Education
University of Oregon - Charles H. Lundquist College of Business 1987 — 1991
MBA, BA, Finance, Marketing & Management
UBS November 2003 - Present
Morgan Stanley July 1994 - November 2003
Education
University of Oregon - Charles H. Lundquist College of Business 1987 — 1991
MBA, BA, Finance, Marketing & Management
Logan Chipkin Logan Chipkin's UBS Experience June 2014 - August 2014
Job Summer Intern at UBS
Industry Higher Education
Experience
University of Pennsylvania June 2013 - Present
UBS June 2014 - August 2014
Lincoln Financial Advisors May 2013 - August 2013
Skills
Statistics, Data Analysis, Higher Education, Research, Public Speaking, Policy Analysis, Qualitative Research, SPSS, Public Policy, Project Management, Private Banking, Event Planning, Teamwork
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Physics, Concentration in Business and Technology, Senior
University of Pennsylvania June 2013 - Present
UBS June 2014 - August 2014
Lincoln Financial Advisors May 2013 - August 2013
Skills
Statistics, Data Analysis, Higher Education, Research, Public Speaking, Policy Analysis, Qualitative Research, SPSS, Public Policy, Project Management, Private Banking, Event Planning, Teamwork
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Physics, Concentration in Business and Technology, Senior
Scott Martinho, CFA Scott Martinho, CFA's UBS Experience February 2011 - Present
Job Director UBS Alternative Investments
Industry Financial Services
Experience
UBS February 2011 - Present
UBS February 2010 - February 2011
UBS July 2008 - February 2010
Skills
Alternative Investments
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS Economics, Finance
UBS February 2011 - Present
UBS February 2010 - February 2011
UBS July 2008 - February 2010
Skills
Alternative Investments
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS Economics, Finance
Luna Rao Luna Rao's UBS Experience January 2014 - May 2014
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company September 2014 - Present
UBS January 2014 - May 2014
J.P. Morgan June 2013 - August 2013
IAC June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science (B.S.), Finance and Marketing
Bain & Company September 2014 - Present
UBS January 2014 - May 2014
J.P. Morgan June 2013 - August 2013
IAC June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science (B.S.), Finance and Marketing
Neil Anand Neil Anand's UBS Experience 2005 - 2007
Job Marketing Consultant
Industry Market Research
Experience
Ipsos ASI 2014 - 2014
Millward Brown 2012 - 2014
Nielsen Innovation Analytics (BASES) 2007 - 2012
UBS 2005 - 2007
Skills
Market Research, Quantitative Research, Customer Insight, Forecasting, Analytics, Brand Equity, Microsoft Office, Management, Qualitative Research, Strategy, Competitive Analysis, Market Analysis, Statistics, Data Analysis, Marketing Research, Product Innovation, Consulting, Business Insights, Consumer Products, CPG Industry, Analysis, Segmentation, FMCG, Copy Testing, Consumer Behaviour, Advertising Research, Marketing, Marketing Strategy
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Economics
Ipsos ASI 2014 - 2014
Millward Brown 2012 - 2014
Nielsen Innovation Analytics (BASES) 2007 - 2012
UBS 2005 - 2007
Skills
Market Research, Quantitative Research, Customer Insight, Forecasting, Analytics, Brand Equity, Microsoft Office, Management, Qualitative Research, Strategy, Competitive Analysis, Market Analysis, Statistics, Data Analysis, Marketing Research, Product Innovation, Consulting, Business Insights, Consumer Products, CPG Industry, Analysis, Segmentation, FMCG, Copy Testing, Consumer Behaviour, Advertising Research, Marketing, Marketing Strategy
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Economics
John Dudzik Jr.'s UBS Experience May 2012 - May 2012
Job Analyst at Garrison Investment Group
Industry Financial Services
Experience
Garrison Investment Group June 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
CIT Group June 2012 - August 2012
UBS May 2012 - May 2012
Skills
Corporate Finance, Financial Modeling, Finance, Valuation, Financial Analysis, Microsoft Excel, Investments, Research, PowerPoint
Education
University of Pennsylvania 2010 — 2014
B.A., Economic History
Brunswick School 2006 — 2010
Garrison Investment Group June 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
CIT Group June 2012 - August 2012
UBS May 2012 - May 2012
Skills
Corporate Finance, Financial Modeling, Finance, Valuation, Financial Analysis, Microsoft Excel, Investments, Research, PowerPoint
Education
University of Pennsylvania 2010 — 2014
B.A., Economic History
Brunswick School 2006 — 2010
Ronald Carter CFP®, ChFC®, CIMA,® CDFA™ Ronald Carter CFP®, ChFC®, CIMA,® CDFA™'s UBS Experience December 2000 - April 2001
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2001 - Present
UBS December 2000 - April 2001
Paine Webber November 1993 - November 2000
Prudential Financial February 1992 - December 1993
Skills
Retirement Planning, Investments, Finance, Financial Advisory, Financial Services, Wealth, Management, Financial Analysis, Trusts, Strategic Planning, Small Business, Marketing, Business Owner Planning, Investment Planning, Wealth Preservation..., Mutual Funds, Retirement, Asset Allocation, Risk Management, Insurance, Securities, Estate Investment...
Education
University of Wisconsin-Stout 1983 — 1987
Bachelor of Science (B.S.)
The American College
Chartered Financial Consultant®, ChFC® designation
University of Pennsylvania - The Wharton School
Investment Management Consultants Association Certified Investment Management Analyst Program, Certified Investment Management Analyst® (CIMA®) designation
Wells Fargo Advisors, LLC May 2001 - Present
UBS December 2000 - April 2001
Paine Webber November 1993 - November 2000
Prudential Financial February 1992 - December 1993
Skills
Retirement Planning, Investments, Finance, Financial Advisory, Financial Services, Wealth, Management, Financial Analysis, Trusts, Strategic Planning, Small Business, Marketing, Business Owner Planning, Investment Planning, Wealth Preservation..., Mutual Funds, Retirement, Asset Allocation, Risk Management, Insurance, Securities, Estate Investment...
Education
University of Wisconsin-Stout 1983 — 1987
Bachelor of Science (B.S.)
The American College
Chartered Financial Consultant®, ChFC® designation
University of Pennsylvania - The Wharton School
Investment Management Consultants Association Certified Investment Management Analyst Program, Certified Investment Management Analyst® (CIMA®) designation
Brian Lee Brian Lee's UBS Experience July 2004 - April 2009
Job Director at Tishman Speyer
Industry Real Estate
Experience
Tishman Speyer September 2011 - Present
New York City Economic Development Corporation June 2010 - August 2010
UBS July 2004 - April 2009
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Real Estate
Yale University 2000 — 2004
B.A., Political Science, International Studies
Kingswood-Oxford School 1996 — 2000
Tishman Speyer September 2011 - Present
New York City Economic Development Corporation June 2010 - August 2010
UBS July 2004 - April 2009
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Real Estate
Yale University 2000 — 2004
B.A., Political Science, International Studies
Kingswood-Oxford School 1996 — 2000
Igor Altman Igor Altman's UBS Experience 2000 - 2002
Job Senior Director Product Management at Medidata Solutions
Industry Computer Software
Experience
Medidata Solutions February 2014 - Present
Medidata Solutions February 2013 - February 2014
Medidata Solutions April 2011 - January 2013
Openview Venture Partners October 2006 - April 2011
OpenView Labs, LLC December 2007 - May 2010
Insight Venture Partners June 2004 - October 2006
UBS 2000 - 2002
Skills
Product Management, Agile, Product Strategy, Software Products, Enterprise Software, B2B, Life Sciences, Pharmaceuticals, Market Research, Market Analysis, Certified Scrum Master..., Scrum, Agile Project Management, Software Product..., Venture Capital, Due Diligence, Start-ups, Cloud Computing, Competitive Analysis, Program Management, Agile Methodologies, Strategic Partnerships, Strategy, Go-to-market Strategy, Product Development, Business Development, Corporate Development, Analytics, Entrepreneurship, SaaS, Big Data, Product Requirements, Software Project..., Management, Product Lifecycle...
Education
University of Pennsylvania 2000 — 2004
BA, Mathematics
University of Pennsylvania - The Wharton School 2000 — 2004
BS Economics, Finance
Hanover Park 1996 — 2000
Medidata Solutions February 2014 - Present
Medidata Solutions February 2013 - February 2014
Medidata Solutions April 2011 - January 2013
Openview Venture Partners October 2006 - April 2011
OpenView Labs, LLC December 2007 - May 2010
Insight Venture Partners June 2004 - October 2006
UBS 2000 - 2002
Skills
Product Management, Agile, Product Strategy, Software Products, Enterprise Software, B2B, Life Sciences, Pharmaceuticals, Market Research, Market Analysis, Certified Scrum Master..., Scrum, Agile Project Management, Software Product..., Venture Capital, Due Diligence, Start-ups, Cloud Computing, Competitive Analysis, Program Management, Agile Methodologies, Strategic Partnerships, Strategy, Go-to-market Strategy, Product Development, Business Development, Corporate Development, Analytics, Entrepreneurship, SaaS, Big Data, Product Requirements, Software Project..., Management, Product Lifecycle...
Education
University of Pennsylvania 2000 — 2004
BA, Mathematics
University of Pennsylvania - The Wharton School 2000 — 2004
BS Economics, Finance
Hanover Park 1996 — 2000
Carey Sloane's UBS Experience June 2011 - Present
Job Global Capital Introduction
Industry Financial Services
Experience
UBS June 2011 - Present
Education
University of Pennsylvania 2007 — 2011
UBS June 2011 - Present
Education
University of Pennsylvania 2007 — 2011
Harleen Anand Harleen Anand's UBS Experience January 2007 - 2012
Job Career break at home with the family
Industry Financial Services
Experience
home with the family 2012 - Present
UBS January 2007 - 2012
Clifford Chance LLP August 1999 - May 2006
Skills
Portfolio Management, Real Estate Economics, Loans, Emerging Markets, Corporate Law, Structured Finance, Cross-border..., Banking Law, Securitization
Education
College of Law, Store Street, London 1998 — 1999
LPC
University of Paris I: Panthéon-Sorbonne 1996 — 1998
Maitrise en droit prive, Law
King's College, University of London & Universite de Paris I, La Sorbonne 1994 — 1998
Bachelor of Laws (LLB) & Maitrise on Droit Prive Francais
home with the family 2012 - Present
UBS January 2007 - 2012
Clifford Chance LLP August 1999 - May 2006
Skills
Portfolio Management, Real Estate Economics, Loans, Emerging Markets, Corporate Law, Structured Finance, Cross-border..., Banking Law, Securitization
Education
College of Law, Store Street, London 1998 — 1999
LPC
University of Paris I: Panthéon-Sorbonne 1996 — 1998
Maitrise en droit prive, Law
King's College, University of London & Universite de Paris I, La Sorbonne 1994 — 1998
Bachelor of Laws (LLB) & Maitrise on Droit Prive Francais
Darrel Ho Darrel Ho's UBS Experience 1994 - 1998
Job Executive Director at CIBC
Industry Financial Services
Experience
CIBC 2012 - Present
GE Energy Financial Services 2008 - 2012
Fortis Capital 2005 - 2008
Bank of Tokyo-Mitsubishi 2002 - 2005
Deutsche Bank Securities 1998 - 2002
UBS 1994 - 1998
Education
University of Pennsylvania - The Wharton School 1990 — 1993
B.S., Economics
ISM
CIBC 2012 - Present
GE Energy Financial Services 2008 - 2012
Fortis Capital 2005 - 2008
Bank of Tokyo-Mitsubishi 2002 - 2005
Deutsche Bank Securities 1998 - 2002
UBS 1994 - 1998
Education
University of Pennsylvania - The Wharton School 1990 — 1993
B.S., Economics
ISM
Josh Penner Josh Penner's UBS Experience October 2007 - December 2008
Job Equity Derivatives Sales Societe Generale
Industry Investment Banking
Experience
Societe Generale March 2011 - Present
UBS October 2007 - December 2008
Wachovia, A Wells Fargo Company December 2002 - August 2006
Citi Group June 1993 - December 2002
Education
University of Pennsylvania 1989 — 1993
BS, Finance/Marketing
Societe Generale March 2011 - Present
UBS October 2007 - December 2008
Wachovia, A Wells Fargo Company December 2002 - August 2006
Citi Group June 1993 - December 2002
Education
University of Pennsylvania 1989 — 1993
BS, Finance/Marketing
Christine Lin Christine Lin's UBS Experience July 2014 - October 2014
Job Procurement Intern at GSK
Industry Financial Services
Experience
GSK May 2015 - August 2015
UBS July 2014 - October 2014
Independence Blue Cross June 2014 - August 2014
Hoag Hospital June 2013 - August 2013
Dana-Farber Cancer Institute May 2012 - August 2012
Skills
Data Analysis, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Excel, Research, Statistics, Microsoft Word, Economics, Market Research, Corporate Finance
Education
University of Pennsylvania 2011 — 2016
Wharton and Nursing Dual Degree Program, B.S. in Economics (The Wharton School), B.S in Nursing (School of Nursing)
Woodbridge High School 2007 — 2011
GSK May 2015 - August 2015
UBS July 2014 - October 2014
Independence Blue Cross June 2014 - August 2014
Hoag Hospital June 2013 - August 2013
Dana-Farber Cancer Institute May 2012 - August 2012
Skills
Data Analysis, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Excel, Research, Statistics, Microsoft Word, Economics, Market Research, Corporate Finance
Education
University of Pennsylvania 2011 — 2016
Wharton and Nursing Dual Degree Program, B.S. in Economics (The Wharton School), B.S in Nursing (School of Nursing)
Woodbridge High School 2007 — 2011
Kimberly Rosner Kimberly Rosner's UBS Experience October 2006 - Present
Job Americas Region Conduct Risk Manager at UBS
Industry Financial Services
Experience
UBS October 2006 - Present
NYSE April 2004 - October 2006
Proskauer Rose LLP September 2002 - March 2004
Katten Muchin Rosenman LLP October 1999 - September 2002
Skills
Securities Regulation, Legal Writing, Securities Litigation, Corporate Governance, Legal Compliance, Regulatory Requirements, Regulatory Analysis, Risk Assessment, Policy Analysis, Policy Writing, Data Privacy, Report Writing, Procedure Manuals, Operational Risk, Internal Controls, Compliance, Procedure Development, Procedure Creation, Risk Based Testing, Regulatory Examinations, Supervision, Conduct Risk, Code of Conduct
Education
University of Pennsylvania Law School 1996 — 1999
JD, Law, Cum Laude
University of Pennsylvania 1992 — 1996
BA, American Civilization, Magna Cum Laude
UBS October 2006 - Present
NYSE April 2004 - October 2006
Proskauer Rose LLP September 2002 - March 2004
Katten Muchin Rosenman LLP October 1999 - September 2002
Skills
Securities Regulation, Legal Writing, Securities Litigation, Corporate Governance, Legal Compliance, Regulatory Requirements, Regulatory Analysis, Risk Assessment, Policy Analysis, Policy Writing, Data Privacy, Report Writing, Procedure Manuals, Operational Risk, Internal Controls, Compliance, Procedure Development, Procedure Creation, Risk Based Testing, Regulatory Examinations, Supervision, Conduct Risk, Code of Conduct
Education
University of Pennsylvania Law School 1996 — 1999
JD, Law, Cum Laude
University of Pennsylvania 1992 — 1996
BA, American Civilization, Magna Cum Laude
Cameron Smalls's UBS Experience June 2005 - August 2005
Job Analyst at Silver Rock
Industry Investment Management
Experience
Silver Rock March 2012 - Present
Morgan Stanley March 2009 - March 2012
Enso Capital Management August 2008 - February 2009
Morgan Stanley May 2007 - August 2008
Morgan Stanley May 2006 - August 2006
UBS June 2005 - August 2005
Julien J. Studley May 2004 - August 2004
Education
University of Pennsylvania 2003 — 2007
B.S.E.
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor's of Science in Economics - Concentrations in Finance and Management
Silver Rock March 2012 - Present
Morgan Stanley March 2009 - March 2012
Enso Capital Management August 2008 - February 2009
Morgan Stanley May 2007 - August 2008
Morgan Stanley May 2006 - August 2006
UBS June 2005 - August 2005
Julien J. Studley May 2004 - August 2004
Education
University of Pennsylvania 2003 — 2007
B.S.E.
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor's of Science in Economics - Concentrations in Finance and Management
Doug Gilbert-Smith's UBS Experience February 2002 - March 2005
Job
Industry Oil & Energy
Experience
Mercuria Energy America, Inc October 2014 - March 2015
JP Morgan Chase December 2007 - September 2014
Societe Generale April 2005 - May 2007
UBS February 2002 - March 2005
Enron February 2000 - February 2002
Koch 1996 - 2000
phibro 1994 - 1996
basis petroleum 1994 - 1996
Skills
Risk Management, Natural Gas, Trading, Options, Commodity, Commodity Markets, Analysis, Energy, Banking, Derivatives, Finance, Swaps, Investment Banking, Hedging, Investments, Project Portfolio..., Strategy, Due Diligence, Management, Financial Risk, Business Strategy, Capital, Business Development, Strategic Planning, Financial Structuring, Financial Analysis, Mergers & Acquisitions, Risk Assessment, Power Management, Structured Commodity..., Root Cause Analysis, Commodity Pricing, Financial Futures, Problem Solving, Proprietary Trading, Power Supplies
Education
University of Oxford 1990 — 1994
Master of Arts (M.A.)
Bryanston School 1985 — 1990
Mercuria Energy America, Inc October 2014 - March 2015
JP Morgan Chase December 2007 - September 2014
Societe Generale April 2005 - May 2007
UBS February 2002 - March 2005
Enron February 2000 - February 2002
Koch 1996 - 2000
phibro 1994 - 1996
basis petroleum 1994 - 1996
Skills
Risk Management, Natural Gas, Trading, Options, Commodity, Commodity Markets, Analysis, Energy, Banking, Derivatives, Finance, Swaps, Investment Banking, Hedging, Investments, Project Portfolio..., Strategy, Due Diligence, Management, Financial Risk, Business Strategy, Capital, Business Development, Strategic Planning, Financial Structuring, Financial Analysis, Mergers & Acquisitions, Risk Assessment, Power Management, Structured Commodity..., Root Cause Analysis, Commodity Pricing, Financial Futures, Problem Solving, Proprietary Trading, Power Supplies
Education
University of Oxford 1990 — 1994
Master of Arts (M.A.)
Bryanston School 1985 — 1990
Bernard Gutmann's UBS Experience 2004 - 2004
Job Corporate Strategy at Pandora
Industry Internet
Experience
Pandora 2014 - Present
LinkedIn 2012 - 2014
Microsoft Corporation 2010 - 2012
Microsoft Corporation 2008 - 2010
Microsoft Corporation 2007 - 2007
Metro-Goldwyn-Mayer Studios 2006 - 2006
ON Semiconductor 2005 - 2005
UBS 2004 - 2004
Skills
Strategy, Corporate Development, Strategic Partnerships, Strategic Investment, Business Development, Business Modeling, Strategic Planning, International Strategy, Strategy Execution, Corporate Finance, Financial Analysis, Market Sizing, Market Research, Competitive Analysis, Business Strategy, Business Intelligence, Strategic Financial..., Analysis, Leadership, Investments, Financial Modeling, Finance, Financial Planning
Education
University of Pennsylvania - The Wharton School 2004 — 2008
B.S.E.
Brophy College Preparatory 2000 — 2004
Pandora 2014 - Present
LinkedIn 2012 - 2014
Microsoft Corporation 2010 - 2012
Microsoft Corporation 2008 - 2010
Microsoft Corporation 2007 - 2007
Metro-Goldwyn-Mayer Studios 2006 - 2006
ON Semiconductor 2005 - 2005
UBS 2004 - 2004
Skills
Strategy, Corporate Development, Strategic Partnerships, Strategic Investment, Business Development, Business Modeling, Strategic Planning, International Strategy, Strategy Execution, Corporate Finance, Financial Analysis, Market Sizing, Market Research, Competitive Analysis, Business Strategy, Business Intelligence, Strategic Financial..., Analysis, Leadership, Investments, Financial Modeling, Finance, Financial Planning
Education
University of Pennsylvania - The Wharton School 2004 — 2008
B.S.E.
Brophy College Preparatory 2000 — 2004
Roxanna Dawson's UBS Experience January 2005 - June 2006
Job CFO
Industry Media Production
Experience
UBS January 2005 - June 2006
HSBC October 2002 - January 2005
Swimwear Model January 1996 - August 2002
Skills
Corporate Finance, Strategic Financial..., Financial Analysis, Strategic Consulting, Investments, Portfolio Management, Business Development, Financial Modeling, Coaching, Risk Management, Finance, Business Strategy, Due Diligence, Business Planning, Mergers, Valuation, Banking, Mergers & Acquisitions, Start-ups, Management Consulting, Entrepreneurship, Venture Capital, Management, Analysis, Private Equity, Executive Management, Asset Managment, Strategy, Restructuring, Business Process..., Strategic Planning, Asset Management, Leadership, Financial Reporting, New Business Development, Managerial Finance, Negotiation, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School
MBA
UBS January 2005 - June 2006
HSBC October 2002 - January 2005
Swimwear Model January 1996 - August 2002
Skills
Corporate Finance, Strategic Financial..., Financial Analysis, Strategic Consulting, Investments, Portfolio Management, Business Development, Financial Modeling, Coaching, Risk Management, Finance, Business Strategy, Due Diligence, Business Planning, Mergers, Valuation, Banking, Mergers & Acquisitions, Start-ups, Management Consulting, Entrepreneurship, Venture Capital, Management, Analysis, Private Equity, Executive Management, Asset Managment, Strategy, Restructuring, Business Process..., Strategic Planning, Asset Management, Leadership, Financial Reporting, New Business Development, Managerial Finance, Negotiation, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School
MBA
Tasos Kontogiorgos's UBS Experience February 2007 - August 2012
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2012 - Present
UBS February 2007 - August 2012
Goldman Sachs March 1993 - 2007
Nomura Securities 1992 - 1993
Bell Labs 1984 - 1991
EURATOM 1983 - 1984
Skills
Equity Derivatives, Management, Trading Systems, Investment Banking, Fixed Income, Business Analysis, Derivatives, Trading, Market Data, Electronic Trading, Equities, FX Options, Capital Markets, Credit Derivatives, Hedge Funds
Education
University of Essex 1981 — 1983
Master of Science (MSc), Computer Science
University of Patras 1974 — 1978
BA, Mathematics
Credit Suisse August 2012 - Present
UBS February 2007 - August 2012
Goldman Sachs March 1993 - 2007
Nomura Securities 1992 - 1993
Bell Labs 1984 - 1991
EURATOM 1983 - 1984
Skills
Equity Derivatives, Management, Trading Systems, Investment Banking, Fixed Income, Business Analysis, Derivatives, Trading, Market Data, Electronic Trading, Equities, FX Options, Capital Markets, Credit Derivatives, Hedge Funds
Education
University of Essex 1981 — 1983
Master of Science (MSc), Computer Science
University of Patras 1974 — 1978
BA, Mathematics
Brian Dubin's UBS Experience 2003 - 2005
Job Analyst at Mariner Glen Oaks
Industry Financial Services
Experience
Mariner Glen Oaks September 2015 - Present
Meehan Combs January 2013 - August 2015
Eos Partners June 2008 - October 2012
GSO Capital September 2005 - May 2008
UBS 2003 - 2005
UBS Investment Bank 2003 - 2005
MLIM 2002 - 2003
Merrill Lynch Investment Managers 2002 - 2003
Merrill Lynch 2001 - 2001
Skills
Hedge Funds, Bloomberg, Valuation
Education
University of Pennsylvania 1998 — 2002
BSE, Finance
University of Pennsylvania - The Wharton School 1998 — 2002
Mariner Glen Oaks September 2015 - Present
Meehan Combs January 2013 - August 2015
Eos Partners June 2008 - October 2012
GSO Capital September 2005 - May 2008
UBS 2003 - 2005
UBS Investment Bank 2003 - 2005
MLIM 2002 - 2003
Merrill Lynch Investment Managers 2002 - 2003
Merrill Lynch 2001 - 2001
Skills
Hedge Funds, Bloomberg, Valuation
Education
University of Pennsylvania 1998 — 2002
BSE, Finance
University of Pennsylvania - The Wharton School 1998 — 2002
Silvia Pan's UBS Experience August 2011 - Present
Job Director at UBS AG
Industry Financial Services
Experience
UBS August 2011 - Present
UBS Investment Bank March 2010 - August 2011
UBS Investment Bank November 2009 - March 2010
UBS August 2006 - November 2009
CIBC January 2005 - June 2006
Alexion Pharmaceuticals March 2003 - December 2004
Lehman Brothers June 2000 - November 2002
PwC July 1997 - July 1999
ZS Associates September 1995 - June 1997
Education
University of Chicago 1999 — 2001
Master of Business Administration (M.B.A.), Finance, Strategic Management, International Management
University of Pennsylvania 1991 — 1995
Bachelor of Science in Economics, Multinational Management and Marketing, Cum Laude
UBS August 2011 - Present
UBS Investment Bank March 2010 - August 2011
UBS Investment Bank November 2009 - March 2010
UBS August 2006 - November 2009
CIBC January 2005 - June 2006
Alexion Pharmaceuticals March 2003 - December 2004
Lehman Brothers June 2000 - November 2002
PwC July 1997 - July 1999
ZS Associates September 1995 - June 1997
Education
University of Chicago 1999 — 2001
Master of Business Administration (M.B.A.), Finance, Strategic Management, International Management
University of Pennsylvania 1991 — 1995
Bachelor of Science in Economics, Multinational Management and Marketing, Cum Laude
Mel Tang's UBS Experience 2002 - 2006
Job Chief Financial Officer at SpareFoot
Industry Internet
Experience
SpareFoot January 2015 - Present
Demand Media August 2012 - December 2014
Demand Media 2006 - August 2012
UBS 2002 - 2006
Prime Ventures 2000 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Mergers, Corporate Finance, Capital Raising, Investment Banking, Corporate Development, Venture Capital, Financial Modeling, Private Equity, Due Diligence, Valuation, M&A experience, IPO, Investor Relations, Financial Analysis, LBO, Investments, Start-ups, Leveraged Finance, Capital Markets, Equities, Securities, Mergers & Acquisitions, Finance, Strategy, Managerial Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1998
BSE, Finance, BSE Mechanical Engineering
Mt. Carmel High School 1989 — 1993
SpareFoot January 2015 - Present
Demand Media August 2012 - December 2014
Demand Media 2006 - August 2012
UBS 2002 - 2006
Prime Ventures 2000 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Mergers, Corporate Finance, Capital Raising, Investment Banking, Corporate Development, Venture Capital, Financial Modeling, Private Equity, Due Diligence, Valuation, M&A experience, IPO, Investor Relations, Financial Analysis, LBO, Investments, Start-ups, Leveraged Finance, Capital Markets, Equities, Securities, Mergers & Acquisitions, Finance, Strategy, Managerial Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1998
BSE, Finance, BSE Mechanical Engineering
Mt. Carmel High School 1989 — 1993
Maureen Spivack's UBS Experience 2006 - 2008
Job Managing Director at KPMG Corporate Finance
Industry Financial Services
Experience
KPMG Corporate Finance October 2012 - Present
Locust Walk Securities May 2012 - October 2012
Morgan Keegan October 2008 - April 2012
UBS 2006 - 2008
Merrill Lynch 1998 - 2006
Ernst & Young Corporate Finance 1988 - 1998
Ernst & Young 1988 - 1998
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Healthcare
University of Pennsylvania 1980 — 1981
MS, Health Planning
KPMG Corporate Finance October 2012 - Present
Locust Walk Securities May 2012 - October 2012
Morgan Keegan October 2008 - April 2012
UBS 2006 - 2008
Merrill Lynch 1998 - 2006
Ernst & Young Corporate Finance 1988 - 1998
Ernst & Young 1988 - 1998
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Healthcare
University of Pennsylvania 1980 — 1981
MS, Health Planning
Alan Hsu's UBS Experience February 2011 - January 2013
Job Director of Trading and Operations at Numa Asset Management
Industry Investment Management
Experience
Numa Asset Management February 2013 - Present
UBS February 2011 - January 2013
American Express June 2010 - February 2011
Caveat Emptor Capital Management June 2008 - June 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Equities, Hedge Funds, Investment Banking, Investments, Bloomberg, Financial Analysis, Equity Research, Portfolio Management, Fixed Income, Emerging Markets, Due Diligence, Trading, Alternative Investments, Strategy, Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Quantitative Finance, Accounting
University of Pennsylvania 1996 — 2000
Bachelor's degree, Architecture
Numa Asset Management February 2013 - Present
UBS February 2011 - January 2013
American Express June 2010 - February 2011
Caveat Emptor Capital Management June 2008 - June 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Equities, Hedge Funds, Investment Banking, Investments, Bloomberg, Financial Analysis, Equity Research, Portfolio Management, Fixed Income, Emerging Markets, Due Diligence, Trading, Alternative Investments, Strategy, Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Quantitative Finance, Accounting
University of Pennsylvania 1996 — 2000
Bachelor's degree, Architecture
Dave Schrohe's UBS Experience October 2010 - November 2011
Job Executive Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors, Inc May 2013 - Present
UBS October 2010 - November 2011
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Global Wealth Management June 2008 - June 2009
Smith Barney January 2004 - June 2008
Smith Barney February 2002 - January 2004
Smith Barney February 1997 - February 2002
Smith Barney December 1995 - February 1997
Citigroup/Primerica July 1994 - December 1995
Glenthorne Capital May 1993 - June 1994
Skills
Investments, Wealth Management, Series 7, Brokerage, Equities, Asset Allocation, Risk Management, Alternative Investments, Underwriting, AML, New Business Development, Series 63, Product Management, Financial Services, Strategy, Hedge Funds, Series 6, Securities
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Pennsylvania 1985 — 1989
BA, Economics
Lenox Advisors, Inc May 2013 - Present
UBS October 2010 - November 2011
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Global Wealth Management June 2008 - June 2009
Smith Barney January 2004 - June 2008
Smith Barney February 2002 - January 2004
Smith Barney February 1997 - February 2002
Smith Barney December 1995 - February 1997
Citigroup/Primerica July 1994 - December 1995
Glenthorne Capital May 1993 - June 1994
Skills
Investments, Wealth Management, Series 7, Brokerage, Equities, Asset Allocation, Risk Management, Alternative Investments, Underwriting, AML, New Business Development, Series 63, Product Management, Financial Services, Strategy, Hedge Funds, Series 6, Securities
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Pennsylvania 1985 — 1989
BA, Economics
Soo Romanoff's UBS Experience 1997 - 2002
Job Director at Huron Consulting Group
Industry Financial Services
Experience
Huron Consulting Group December 2010 - Present
Ernst & Young January 2010 - December 2010
Houlihan Lokey May 2006 - July 2009
Deloitte & Touche 2005 - 2006
William Blair and Company 2004 - 2005
AT&T 2003 - 2004
UBS 1997 - 2002
Skills
Financial Modeling, Valuation, Tax, Financial Reporting, Due Diligence, Finance, Corporate Finance, Business Valuation, Private Equity, Restructuring, Financial Analysis, Investment Banking, Capital Markets, Financial Advisory, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania 1989 — 1993
Ramapo High School
Huron Consulting Group December 2010 - Present
Ernst & Young January 2010 - December 2010
Houlihan Lokey May 2006 - July 2009
Deloitte & Touche 2005 - 2006
William Blair and Company 2004 - 2005
AT&T 2003 - 2004
UBS 1997 - 2002
Skills
Financial Modeling, Valuation, Tax, Financial Reporting, Due Diligence, Finance, Corporate Finance, Business Valuation, Private Equity, Restructuring, Financial Analysis, Investment Banking, Capital Markets, Financial Advisory, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania 1989 — 1993
Ramapo High School
Jerry Meyer's UBS Experience 1995 - 2000
Job Chief Operating Officer at FrontFour Capital LLC
Industry Financial Services
Experience
FrontFour Capital LLC November 2007 - Present
Pirate Capital LLC January 2006 - October 2007
UBS 1995 - 2000
Brown Brothers Harriman October 1991 - October 1995
Education
University of Pennsylvania 1986 — 1990
FrontFour Capital LLC November 2007 - Present
Pirate Capital LLC January 2006 - October 2007
UBS 1995 - 2000
Brown Brothers Harriman October 1991 - October 1995
Education
University of Pennsylvania 1986 — 1990
Brett Riggi, CFA's UBS Experience July 2013 - Present
Job Managing Director | Wealth Management Americas IT at UBS
Industry Financial Services
Experience
UBS July 2013 - Present
Bank of America Merrill Lynch September 2011 - July 2013
Bank of America Merrill Lynch February 2009 - September 2011
Merrill Lynch February 2008 - January 2009
Merrill Lynch February 2005 - January 2008
Merck 1993 - 1999
Education
University of Pennsylvania - The Wharton School
MBA, Finance, IT Strategy
Yale University
BS, Chemistry, Mathematics
UBS July 2013 - Present
Bank of America Merrill Lynch September 2011 - July 2013
Bank of America Merrill Lynch February 2009 - September 2011
Merrill Lynch February 2008 - January 2009
Merrill Lynch February 2005 - January 2008
Merck 1993 - 1999
Education
University of Pennsylvania - The Wharton School
MBA, Finance, IT Strategy
Yale University
BS, Chemistry, Mathematics
Bill Kirk, CFA's UBS Experience July 2010 - July 2013
Job US Food Retail Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2015 - Present
RBC Capital Markets July 2013 - April 2015
UBS July 2010 - July 2013
Duff & Phelps November 2007 - July 2010
Philadelphia Phillies August 2005 - April 2007
Skills
Hedge Funds, Equity Research
Education
University of Pennsylvania - The Wharton School 2001 — 2005
RBC Capital Markets April 2015 - Present
RBC Capital Markets July 2013 - April 2015
UBS July 2010 - July 2013
Duff & Phelps November 2007 - July 2010
Philadelphia Phillies August 2005 - April 2007
Skills
Hedge Funds, Equity Research
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Michael J. Milano's UBS Experience November 2006 - October 2008
Job Trader/Investor
Industry Investment Management
Experience
Self-Employed January 2009 - Present
UBS November 2006 - October 2008
NYMEX May 2003 - August 2006
ETRADE / ANDOVER TRADING /TRADESCAPE September 1999 - April 2003
Merrill Lynch September 1998 - September 1999
Skills
Options, Trading, Equities, Investments, Technical Analysis, Electronic Trading, Energy, Trading Systems, Derivatives, Bloomberg, FX, Risk Management, Financial Markets, Asset Management, Excel, Portfolio Management, Word, Commodities, Microsoft Office, Business Strategy, Compliance, Risk, Product Development, Commodity, Swaps, Traders
Education
University of Pennsylvania 1994 — 1998
Bachelor's degree
Self-Employed January 2009 - Present
UBS November 2006 - October 2008
NYMEX May 2003 - August 2006
ETRADE / ANDOVER TRADING /TRADESCAPE September 1999 - April 2003
Merrill Lynch September 1998 - September 1999
Skills
Options, Trading, Equities, Investments, Technical Analysis, Electronic Trading, Energy, Trading Systems, Derivatives, Bloomberg, FX, Risk Management, Financial Markets, Asset Management, Excel, Portfolio Management, Word, Commodities, Microsoft Office, Business Strategy, Compliance, Risk, Product Development, Commodity, Swaps, Traders
Education
University of Pennsylvania 1994 — 1998
Bachelor's degree
Richard Meade's UBS Experience June 2003 - May 2009
Job Senior Vice President at Macquarie Futures USA
Industry Financial Services
Experience
Macquarie Group June 2015 - Present
Barclays Capital June 2010 - February 2015
AlphaMetrix Investment Advisors May 2009 - June 2010
UBS June 2003 - May 2009
Goldman Sachs 1993 - 2003
Skills
Derivatives, Hedge Funds, Futures, Managed Futures, Electronic Trading, Swaps, Middle Office, Fixed Income, Financial Markets, FX Options, Trading, Prime Brokerage, Bloomberg, Options, Equity Derivatives, Alternative Investments, Commodity, Structured Products, Credit Derivatives
Education
University of Nottingham 1988 — 1992
BA, French/German
Huddersfield New College 1985 — 1987
Macquarie Group June 2015 - Present
Barclays Capital June 2010 - February 2015
AlphaMetrix Investment Advisors May 2009 - June 2010
UBS June 2003 - May 2009
Goldman Sachs 1993 - 2003
Skills
Derivatives, Hedge Funds, Futures, Managed Futures, Electronic Trading, Swaps, Middle Office, Fixed Income, Financial Markets, FX Options, Trading, Prime Brokerage, Bloomberg, Options, Equity Derivatives, Alternative Investments, Commodity, Structured Products, Credit Derivatives
Education
University of Nottingham 1988 — 1992
BA, French/German
Huddersfield New College 1985 — 1987
Jim Paustian's UBS Experience March 2012 - Present
Job Complex Director at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS March 2012 - Present
UBS Financial Service Inc. June 2009 - March 2012
Merrill Lynch 1999 - 2005
Education
University of Oregon 1994 — 1998
UBS March 2012 - Present
UBS Financial Service Inc. June 2009 - March 2012
Merrill Lynch 1999 - 2005
Education
University of Oregon 1994 — 1998
Alan Felder's UBS Experience 2001 - Present
Job Managing Director at UBS Investment Bank
Industry Banking
Experience
UBS 2001 - Present
UBS Investment Bank 2001 - Present
walker digital 1999 - 2001
Donaldson Lufkin and Jenrette 1993 - 1999
DLJ 1993 - 1998
DLJ 1993 - 1998
Skills
Investment Banking, Finance, Capital Markets, Equities, Private Equity, Valuation, LBO, Hedge Funds, Fixed Income, Corporate Finance, Financial Modeling, M&A experience, Mergers & Acquisitions, Leveraged Finance, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, finance, accounting
UBS 2001 - Present
UBS Investment Bank 2001 - Present
walker digital 1999 - 2001
Donaldson Lufkin and Jenrette 1993 - 1999
DLJ 1993 - 1998
DLJ 1993 - 1998
Skills
Investment Banking, Finance, Capital Markets, Equities, Private Equity, Valuation, LBO, Hedge Funds, Fixed Income, Corporate Finance, Financial Modeling, M&A experience, Mergers & Acquisitions, Leveraged Finance, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, finance, accounting
Peter Mulberry's UBS Experience October 2007 - November 2009
Job Managing Director, Head of Enterprise Computing (Distributed Computing) at Morgan Stanley
Industry Banking
Experience
Morgan Stanley March 2013 - Present
Morgan Stanley 2011 - Present
Accenture June 2011 - March 2012
Dell December 2009 - June 2011
UBS October 2007 - November 2009
UBS January 2005 - October 2007
Perot Systems 2000 - December 2004
Skills
Data Center, Enterprise Architecture, Program Management, Management, Risk Management, IT Operations, Infrastructure, Service Delivery, Servers, Databases, Storage, Architectures, Financial Services, Offshoring, Investment Banking, IT Strategy, Business Analysis, Equities, Derivatives, Capital Markets
Education
University of Oxford 1977 — 1981
Master of Arts (MA), Natural Sciences
King's School Rochester 1967 — 1976
Morgan Stanley March 2013 - Present
Morgan Stanley 2011 - Present
Accenture June 2011 - March 2012
Dell December 2009 - June 2011
UBS October 2007 - November 2009
UBS January 2005 - October 2007
Perot Systems 2000 - December 2004
Skills
Data Center, Enterprise Architecture, Program Management, Management, Risk Management, IT Operations, Infrastructure, Service Delivery, Servers, Databases, Storage, Architectures, Financial Services, Offshoring, Investment Banking, IT Strategy, Business Analysis, Equities, Derivatives, Capital Markets
Education
University of Oxford 1977 — 1981
Master of Arts (MA), Natural Sciences
King's School Rochester 1967 — 1976
Justin Hwa's UBS Experience June 2007 - July 2007
Job Global Marketplaces M&A and Business Development (Corporate Development) at eBay Inc
Industry Internet
Experience
eBay Inc January 2014 - Present
Moelis & Company July 2010 - December 2013
PlaNet Finance January 2010 - May 2010
Hotel Shaharazad September 2009 - December 2009
Moelis & Company June 2009 - August 2009
Trophy Point Capital January 2009 - June 2009
Wharton Small Business Development Center/Management 251 September 2008 - December 2008
Marsh June 2008 - August 2008
Perkins Coie LLP July 2007 - August 2007
UBS June 2007 - July 2007
Skills
Financial Modeling, Mergers & Acquisitions, Market Research, Business Planning, Business Development, Analysis, Private Equity, Investment Banking, Capital Markets, Valuation, Strategy, Corporate Finance, Management, Venture Capital, Business Strategy, Due Diligence, Finance, Corporate Development, Investments, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BSEcon, Finance, Management
Cedar Park Christian School
eBay Inc January 2014 - Present
Moelis & Company July 2010 - December 2013
PlaNet Finance January 2010 - May 2010
Hotel Shaharazad September 2009 - December 2009
Moelis & Company June 2009 - August 2009
Trophy Point Capital January 2009 - June 2009
Wharton Small Business Development Center/Management 251 September 2008 - December 2008
Marsh June 2008 - August 2008
Perkins Coie LLP July 2007 - August 2007
UBS June 2007 - July 2007
Skills
Financial Modeling, Mergers & Acquisitions, Market Research, Business Planning, Business Development, Analysis, Private Equity, Investment Banking, Capital Markets, Valuation, Strategy, Corporate Finance, Management, Venture Capital, Business Strategy, Due Diligence, Finance, Corporate Development, Investments, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BSEcon, Finance, Management
Cedar Park Christian School
Cliff Bayer's UBS Experience 2007 - 2010
Job Managing Director at UBS
Industry Banking
Experience
UBS Investment Bank 2010 - 2013
UBS 2007 - 2010
Education
University of Pennsylvania - The Wharton School 1996 — 2003
UBS Investment Bank 2010 - 2013
UBS 2007 - 2010
Education
University of Pennsylvania - The Wharton School 1996 — 2003
Kalin Agarwal's UBS Experience April 2011 - November 2012
Job Vice President at AIG Asset Management
Industry Investment Banking
Experience
AIG December 2012 - Present
UBS April 2011 - November 2012
JPMorgan April 2007 - May 2011
Oliver Wyman June 2005 - April 2007
Education
University of Pennsylvania - The Wharton School 1999 — 2003
AIG December 2012 - Present
UBS April 2011 - November 2012
JPMorgan April 2007 - May 2011
Oliver Wyman June 2005 - April 2007
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Elizabeth Groo, CFA's UBS Experience 2003 - 2003
Job Loan Portfolio Management at Citi
Industry Financial Services
Experience
Pipeline Fellowship February 2015 - Present
Citi July 2012 - Present
Stevens Cooperative School July 2011 - Present
Citigroup July 2010 - July 2012
WestLB June 2009 - June 2010
WestLB 2004 - June 2009
UBS 2003 - 2003
Salomon Smith Barney 1999 - 2003
Morgan Stanley 1995 - 1997
CDC Securities 1994 - 1995
Skills
Credit Trading, CDS, Loans, Portfolio Management, Leveraged Finance, Credit, Banking, Research, Fixed Income
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Rhode Island 1990 — 1994
B.A.
Pipeline Fellowship February 2015 - Present
Citi July 2012 - Present
Stevens Cooperative School July 2011 - Present
Citigroup July 2010 - July 2012
WestLB June 2009 - June 2010
WestLB 2004 - June 2009
UBS 2003 - 2003
Salomon Smith Barney 1999 - 2003
Morgan Stanley 1995 - 1997
CDC Securities 1994 - 1995
Skills
Credit Trading, CDS, Loans, Portfolio Management, Leveraged Finance, Credit, Banking, Research, Fixed Income
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Rhode Island 1990 — 1994
B.A.
Ehren Stenzler's UBS Experience June 2011 - July 2012
Job CoFounder and Managing Partner at LionTree LLC
Industry Investment Banking
Experience
LionTree LLC July 2012 - Present
UBS June 2011 - July 2012
UBS Investment Bank April 2002 - June 2011
Skills
Private Equity
Education
University of Pennsylvania - The Wharton School
LionTree LLC July 2012 - Present
UBS June 2011 - July 2012
UBS Investment Bank April 2002 - June 2011
Skills
Private Equity
Education
University of Pennsylvania - The Wharton School
Arnold Bako's UBS Experience September 1996 - March 1998
Job Credit Analyst at Element Financial Corporation
Industry Investment Banking
Experience
Element Financial Corporation December 2011 - Present
TD October 2011 - December 2011
EcoHome Financial February 2008 - February 2011
Accredited Home Lenders August 2006 - January 2008
Wells Fargo Financial August 2005 - August 2006
DBS Vickers Securities 2002 - 2005
PT. Masindo Arta Securities April 2000 - May 2002
PT. BANK NEGARA INDONESIA (Persero) Tbk. March 1998 - March 2000
UBS September 1996 - March 1998
HSBC August 1991 - September 1996
Skills
Securities, Credit, Capital Markets, Financial Analysis, Trading, Funding, Loans, Investments, Mortgage Lending, Bonds, Mutual Funds, Portfolio Management, Accounting, Banking
Education
University of Oregon 1984 — 1986
M.A., International Studies
University of Oregon 1981 — 1984
B.A., Economics
International School Manila 1971 — 1981
High School Diploma/ IB (International Baccalaureate) Diploma/ Honours
Element Financial Corporation December 2011 - Present
TD October 2011 - December 2011
EcoHome Financial February 2008 - February 2011
Accredited Home Lenders August 2006 - January 2008
Wells Fargo Financial August 2005 - August 2006
DBS Vickers Securities 2002 - 2005
PT. Masindo Arta Securities April 2000 - May 2002
PT. BANK NEGARA INDONESIA (Persero) Tbk. March 1998 - March 2000
UBS September 1996 - March 1998
HSBC August 1991 - September 1996
Skills
Securities, Credit, Capital Markets, Financial Analysis, Trading, Funding, Loans, Investments, Mortgage Lending, Bonds, Mutual Funds, Portfolio Management, Accounting, Banking
Education
University of Oregon 1984 — 1986
M.A., International Studies
University of Oregon 1981 — 1984
B.A., Economics
International School Manila 1971 — 1981
High School Diploma/ IB (International Baccalaureate) Diploma/ Honours
Joseph Sesin's UBS Experience 2006 - 2007
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2010 - Present
New York State Housing Finance Agency June 2009 - June 2010
J.P. Morgan 2009 - 2010
Aspen Equities LLC June 2008 - August 2008
UBS Wealth Management June 2006 - August 2007
UBS 2006 - 2007
Delaware Street Capital 2005 - 2005
Skills
Investment Banking, Financial Modeling, Bloomberg, Fixed Income, Due Diligence, Series 7, VBA, Bonds, Microsoft Excel, PowerPoint
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Urban Studies, Economics, Real Estate Development
J.P. Morgan June 2010 - Present
New York State Housing Finance Agency June 2009 - June 2010
J.P. Morgan 2009 - 2010
Aspen Equities LLC June 2008 - August 2008
UBS Wealth Management June 2006 - August 2007
UBS 2006 - 2007
Delaware Street Capital 2005 - 2005
Skills
Investment Banking, Financial Modeling, Bloomberg, Fixed Income, Due Diligence, Series 7, VBA, Bonds, Microsoft Excel, PowerPoint
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Urban Studies, Economics, Real Estate Development
Owen Tian's UBS Experience June 2011 - August 2011
Job LibreMax Capital
Industry Financial Services
Experience
LibreMax Capital, LLC July 2012 - Present
UBS June 2011 - August 2011
Ernst & Young June 2009 - August 2009
Skills
Mortgage-backed security, Residential Mortgages, Subprime Mortgage, Non-Agency Mortgage, Derivatives, Option Pricing Models, Stochastic Modeling, Time Series Analysis, Statistical Inference, Backtesting, Bloomberg, Intex, VBA, Mathematica, Data Analysis
Education
University of Pennsylvania 2010 — 2012
Master of Arts (MA), Mathematics
University of Pennsylvania 2007 — 2012
Bachelor of Science in Economics and Bachelor of Science in Engineering, Finance, Systems Engineering, Summa Cum Laude
LibreMax Capital, LLC July 2012 - Present
UBS June 2011 - August 2011
Ernst & Young June 2009 - August 2009
Skills
Mortgage-backed security, Residential Mortgages, Subprime Mortgage, Non-Agency Mortgage, Derivatives, Option Pricing Models, Stochastic Modeling, Time Series Analysis, Statistical Inference, Backtesting, Bloomberg, Intex, VBA, Mathematica, Data Analysis
Education
University of Pennsylvania 2010 — 2012
Master of Arts (MA), Mathematics
University of Pennsylvania 2007 — 2012
Bachelor of Science in Economics and Bachelor of Science in Engineering, Finance, Systems Engineering, Summa Cum Laude
Ben Keogh's UBS Experience August 2013 - Present
Job Wealth Management Advisor at UBS
Industry Financial Services
Experience
UBS August 2013 - Present
Whizz Education January 2004 - July 2013
Education
University of Oxford 1996 — 1999
Bachelor's degree, Economics and Management
UBS August 2013 - Present
Whizz Education January 2004 - July 2013
Education
University of Oxford 1996 — 1999
Bachelor's degree, Economics and Management
Erik Wiberg's UBS Experience 1996 - 1998
Job Senior Vice President, Strategy and Corporate Development at Anacor Pharmaceuticals
Industry Pharmaceuticals
Experience
Anacor Pharmaceuticals December 2010 - Present
Dish and Spoon Productions LLC 2010 - Present
Catalyst Biosciences 2007 - 2010
Johnson & Johnson 2003 - 2006
ALZA Corporation 2001 - 2003
ALZA Corporation 1998 - 2001
UBS 1996 - 1998
Hambrecht & Quist 1991 - 1996
Skills
Biotechnology, Lifesciences, Technology Transfer, Pharmaceutical Industry, Start-ups, Mergers, Corporate Development, Drug Discovery, Valuation, Business Development, Oncology, IPO, Clinical Development, Mergers & Acquisitions, Cross-functional Team..., Medical Devices, Venture Capital, Life Sciences
Education
University of Pennsylvania 1981 — 1985
BS, BAS, Finance, Accounting, Computer Science
Anacor Pharmaceuticals December 2010 - Present
Dish and Spoon Productions LLC 2010 - Present
Catalyst Biosciences 2007 - 2010
Johnson & Johnson 2003 - 2006
ALZA Corporation 2001 - 2003
ALZA Corporation 1998 - 2001
UBS 1996 - 1998
Hambrecht & Quist 1991 - 1996
Skills
Biotechnology, Lifesciences, Technology Transfer, Pharmaceutical Industry, Start-ups, Mergers, Corporate Development, Drug Discovery, Valuation, Business Development, Oncology, IPO, Clinical Development, Mergers & Acquisitions, Cross-functional Team..., Medical Devices, Venture Capital, Life Sciences
Education
University of Pennsylvania 1981 — 1985
BS, BAS, Finance, Accounting, Computer Science
Roger Syracuse, CFP®'s UBS Experience July 2007 - April 2014
Job Assistant Vice President at Deutsche Asset and Wealth Management
Industry Financial Services
Experience
Deutsche Bank Securities April 2014 - Present
UBS July 2007 - April 2014
Education
University of Pennsylvania 2003 — 2007
Bachelor's, Economics
Deutsche Bank Securities April 2014 - Present
UBS July 2007 - April 2014
Education
University of Pennsylvania 2003 — 2007
Bachelor's, Economics
Hugo Fisher's UBS Experience 2000 - 2004
Job Vice President, PanAsian Equities, Goldman Sachs & Co
Industry Financial Services
Experience
Goldman Sachs JBWere Executive Director - Australia/NZ Equity SalesGoldman Sachs & Partners Pty2004 - Present
UBS 2000 - 2004
Education
University of Otago 1993 — 1996
Bachelor of Commerce (B.Com.) + Batchelor of Arts (BA), Finance + Classical Studies
Goldman Sachs JBWere Executive Director - Australia/NZ Equity SalesGoldman Sachs & Partners Pty2004 - Present
UBS 2000 - 2004
Education
University of Otago 1993 — 1996
Bachelor of Commerce (B.Com.) + Batchelor of Arts (BA), Finance + Classical Studies
Maryann Cate's UBS Experience 1992 - 1998
Job Vice President at J. P. Morgan Asset Management
Industry Investment Management
Experience
J. P. Morgan Asset Management Vice PresidentJ.P. Morgan2000 - Present
UBS 1992 - 1998
Union Bank of Switzerland Asset Management 1992 - 1998
Education
University of Pennsylvania 1983 — 1985
MBA, Real Estate Finance and Speculative Markets
J. P. Morgan Asset Management Vice PresidentJ.P. Morgan2000 - Present
UBS 1992 - 1998
Union Bank of Switzerland Asset Management 1992 - 1998
Education
University of Pennsylvania 1983 — 1985
MBA, Real Estate Finance and Speculative Markets
Will Dietz, CFP®'s UBS Experience April 2003 - June 2009
Job President/Financial Advisor at DH Wealth Management
Industry Financial Services
Experience
DH Wealth Management November 2014 - Present
RBC Wealth Management 2009 - November 2014
UBS April 2003 - June 2009
Education
University of Oregon 1993 — 1997
Business Administration, Management, Economics
DH Wealth Management November 2014 - Present
RBC Wealth Management 2009 - November 2014
UBS April 2003 - June 2009
Education
University of Oregon 1993 — 1997
Business Administration, Management, Economics
Gene Ko's UBS Experience 2006 - August 2010
Job at Columbus Hill
Industry Investment Management
Experience
Columbus Hill 2010 - Present
UBS 2006 - August 2010
Satellite Asset Management 2000 - 2005
Trust Company of the West 1998 - 2000
Salomon Smith Barney 1996 - 1998
Skills
Alternative Investments, Equity Research, Fixed Income, Equities, High Yield
Education
University of Pennsylvania - The Wharton School
Columbus Hill 2010 - Present
UBS 2006 - August 2010
Satellite Asset Management 2000 - 2005
Trust Company of the West 1998 - 2000
Salomon Smith Barney 1996 - 1998
Skills
Alternative Investments, Equity Research, Fixed Income, Equities, High Yield
Education
University of Pennsylvania - The Wharton School
Todd Welsh, CFP®, CIMA®'s UBS Experience January 2009 - Present
Job Vice President Wealth Management at Scissortail Wealth Management, UBS Financial Services
Industry Investment Management
Experience
UBS January 2009 - Present
Merrill Lynch March 1999 - January 2009
Education
University of Oklahoma
UBS January 2009 - Present
Merrill Lynch March 1999 - January 2009
Education
University of Oklahoma
Steven Chee's UBS Experience January 2008 - October 2010
Job Director at UBS Investment Bank
Industry Capital Markets
Experience
UBS January 2008 - October 2010
UBS WARBURG 2001 - 2008
UBS 1998 - 2001
SBC Warburg Dillon Read 1994 - 1998
Swiss Bank Corporation 1992 - 1994
O’Connor & Associates / SBC–O’CONNOR 1990 - 1992
Skills
FX Options, Derivatives, Options, FX Derivatives, Foreign Exchange, Financial Markets, Fixed Income, Trading Systems, Proprietary Trading, Market Risk, Investment Banking, Capital Markets, Trading Strategies, Equities, Financial Risk, Structured Products, Portfolio Management, Trading, Electronic Trading, Alternative Investments, Commodity, Securities, Prime Brokerage, Interest Rate..., Equity Derivatives, Bloomberg, Bonds, FX trading, Currency
Education
University of Oregon
Finance, Marketing
UBS January 2008 - October 2010
UBS WARBURG 2001 - 2008
UBS 1998 - 2001
SBC Warburg Dillon Read 1994 - 1998
Swiss Bank Corporation 1992 - 1994
O’Connor & Associates / SBC–O’CONNOR 1990 - 1992
Skills
FX Options, Derivatives, Options, FX Derivatives, Foreign Exchange, Financial Markets, Fixed Income, Trading Systems, Proprietary Trading, Market Risk, Investment Banking, Capital Markets, Trading Strategies, Equities, Financial Risk, Structured Products, Portfolio Management, Trading, Electronic Trading, Alternative Investments, Commodity, Securities, Prime Brokerage, Interest Rate..., Equity Derivatives, Bloomberg, Bonds, FX trading, Currency
Education
University of Oregon
Finance, Marketing
Clifford Voges's UBS Experience 2001 - 2006
Job Vice President
Industry Financial Services
Experience
Capital Crossing Servicing Company LLC 2010 - Present
CBA Commercial, LLC 2006 - 2007
UBS 2001 - 2006
Koch Industries 1996 - 1997
Wasserstein Perella 1994 - 1996
Skills
Investments
Education
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor Science, Finance, Management
Capital Crossing Servicing Company LLC 2010 - Present
CBA Commercial, LLC 2006 - 2007
UBS 2001 - 2006
Koch Industries 1996 - 1997
Wasserstein Perella 1994 - 1996
Skills
Investments
Education
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor Science, Finance, Management
Chelsea McCook's UBS Experience June 2013 - August 2013
Job Business Analyst at Capital One
Industry Financial Services
Experience
Capital One July 2014 - Present
UBS June 2013 - August 2013
UBS June 2012 - August 2012
Skills
Marketing, Microsoft Excel, Market Research, Marketing Strategy, PowerPoint, Databases, Data Analysis, Analysis, Financial Analysis, Strategy, Business Analysis, Financial Modeling, Agile Project Management, Microsoft Word, Microsoft Office, Adobe Creative Suite
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Marketing, Operations and Infomation Management, Legal Studies
South Brunswick High School 2006 — 2010
Capital One July 2014 - Present
UBS June 2013 - August 2013
UBS June 2012 - August 2012
Skills
Marketing, Microsoft Excel, Market Research, Marketing Strategy, PowerPoint, Databases, Data Analysis, Analysis, Financial Analysis, Strategy, Business Analysis, Financial Modeling, Agile Project Management, Microsoft Word, Microsoft Office, Adobe Creative Suite
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Marketing, Operations and Infomation Management, Legal Studies
South Brunswick High School 2006 — 2010
Donald Foley, Jr.'s UBS Experience May 1998 - October 2002
Job Chief Compliance Officer, Hilltop Holdings Inc.
Industry Financial Services
Experience
Hilltop Holdings April 2015 - Present
PlainsCapital Bank June 2009 - Present
First Southwest Company October 2005 - June 2009
J.B. Hanauer and Company October 2002 - October 2005
UBS May 1998 - October 2002
Skills
Bank Secrecy Act, AML, Due Diligence, KYC, Fraud, Series 7, Series 24, Series 53, Series 66, Series 4, Risk Management, Capital Markets, Securities, Risk Assessment, Financial Services, Community Reinvestment..., Fair Lending Compliance, Auditing, Banking, FINRA, Internal Audit, Investments, Loans, OFAC, Uniform Combined State...
Education
University of Oklahoma
Hilltop Holdings April 2015 - Present
PlainsCapital Bank June 2009 - Present
First Southwest Company October 2005 - June 2009
J.B. Hanauer and Company October 2002 - October 2005
UBS May 1998 - October 2002
Skills
Bank Secrecy Act, AML, Due Diligence, KYC, Fraud, Series 7, Series 24, Series 53, Series 66, Series 4, Risk Management, Capital Markets, Securities, Risk Assessment, Financial Services, Community Reinvestment..., Fair Lending Compliance, Auditing, Banking, FINRA, Internal Audit, Investments, Loans, OFAC, Uniform Combined State...
Education
University of Oklahoma
Jared Bernheim's UBS Experience June 2005 - August 2005
Job Senior Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group April 2014 - Present
Pegasus Capital Advisors August 2011 - March 2014
Pegasus Capital Advisors June 2008 - August 2011
Goldman Sachs June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Corporate Development, Microsoft Office, Investments, PowerPoint, Accounting, Excel, Alternative Investments, Business Strategy
Education
University of Pennsylvania - The Wharton School 2003 — 2008
Bachelor of Science in Economics, Finance
University of Pennsylvania 2006 — 2008
Master of Biotechnology, Biomedical Technologies
University of Pennsylvania 2003 — 2008
Bachelor of Science in Engineering, Bioengineering
Ramaz Upper School 1999 — 2003
The Carlyle Group April 2014 - Present
Pegasus Capital Advisors August 2011 - March 2014
Pegasus Capital Advisors June 2008 - August 2011
Goldman Sachs June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Corporate Development, Microsoft Office, Investments, PowerPoint, Accounting, Excel, Alternative Investments, Business Strategy
Education
University of Pennsylvania - The Wharton School 2003 — 2008
Bachelor of Science in Economics, Finance
University of Pennsylvania 2006 — 2008
Master of Biotechnology, Biomedical Technologies
University of Pennsylvania 2003 — 2008
Bachelor of Science in Engineering, Bioengineering
Ramaz Upper School 1999 — 2003
Lawrence (Larry) Krohn's UBS Experience 1994 - 1998
Job Professor of Practice, International Economics at the Fletcher School at Tufts University
Industry Higher Education
Experience
The Fletcher School at Tufts University August 2008 - Present
Paul Pannkuk Associates 2009 - December 2010
Standard Bank Group July 2008 - June 2009
Standard New York Securities November 2006 - June 2008
ING October 2000 - January 2003
Donaldson, Lufkin & Jenrette 1998 - 2000
UBS Securities LLC 1994 - 1998
UBS 1994 - 1998
Lehman Brothers Inc 1986 - 1994
Skills
Economics, Investments, Financial Markets, Capital Markets, Spanish, Macroeconomics, Latin America, Political Economy, Awesomeness, Emerging Markets, Strategy, International Economics, General Awesomeness
Education
Columbia University 1972 — 1978
Ph.D., Economics
University of Pennsylvania - The Wharton School 1964 — 1968
B.Sci., Economics
The Fletcher School at Tufts University August 2008 - Present
Paul Pannkuk Associates 2009 - December 2010
Standard Bank Group July 2008 - June 2009
Standard New York Securities November 2006 - June 2008
ING October 2000 - January 2003
Donaldson, Lufkin & Jenrette 1998 - 2000
UBS Securities LLC 1994 - 1998
UBS 1994 - 1998
Lehman Brothers Inc 1986 - 1994
Skills
Economics, Investments, Financial Markets, Capital Markets, Spanish, Macroeconomics, Latin America, Political Economy, Awesomeness, Emerging Markets, Strategy, International Economics, General Awesomeness
Education
Columbia University 1972 — 1978
Ph.D., Economics
University of Pennsylvania - The Wharton School 1964 — 1968
B.Sci., Economics
Yu Chu (Alice) Chen's UBS Experience 2009 - 2009
Job Analyst at Accenture
Industry Marketing and Advertising
Experience
Accenture December 2011 - December 2012
Sentron International Inc. August 2010 - September 2011
VIRO Fiber August 2010 - September 2011
UBS 2009 - 2009
WeTec International CPAs Corp 2009 - 2009
Skills
Project Management
Education
University of Oregon 2006 — 2010
Bachelor of Arts, Business Administration / Marketing
Ruamrudee International School 1993 — 2006
Accenture December 2011 - December 2012
Sentron International Inc. August 2010 - September 2011
VIRO Fiber August 2010 - September 2011
UBS 2009 - 2009
WeTec International CPAs Corp 2009 - 2009
Skills
Project Management
Education
University of Oregon 2006 — 2010
Bachelor of Arts, Business Administration / Marketing
Ruamrudee International School 1993 — 2006
Nicholas Koumaris's UBS Experience August 2000 - November 2001
Job Regional Director
Industry International Affairs
Experience
TransPerfect, Inc. January 2008 - Present
TransPerfect April 2004 - January 2008
JPMorgan Chase November 2001 - April 2004
UBS August 2000 - November 2001
Standard Register August 1999 - August 2000
Skills
Global Business..., Client Services, Multimedia Marketing..., Website Localization, Marketing, Internationalization, Business Strategy, Localization, New Business Development, Account Management, Contract Negotiation, Strategic Partnerships, Language Services, Team Building, Business Development, Translation, Wealth Management, Multilingual, Salesforce.com, Sales, Public Speaking, Leadership, Recruiting, Marketing Strategy, Lead Generation, Training, Sales Management, Management, Series 7, CRM, Strategy, Strategic Planning, Editing, SEO, Finance
Education
University of Oklahoma - Price College of Business 1995 — 1999
BBA, Marketing
TransPerfect, Inc. January 2008 - Present
TransPerfect April 2004 - January 2008
JPMorgan Chase November 2001 - April 2004
UBS August 2000 - November 2001
Standard Register August 1999 - August 2000
Skills
Global Business..., Client Services, Multimedia Marketing..., Website Localization, Marketing, Internationalization, Business Strategy, Localization, New Business Development, Account Management, Contract Negotiation, Strategic Partnerships, Language Services, Team Building, Business Development, Translation, Wealth Management, Multilingual, Salesforce.com, Sales, Public Speaking, Leadership, Recruiting, Marketing Strategy, Lead Generation, Training, Sales Management, Management, Series 7, CRM, Strategy, Strategic Planning, Editing, SEO, Finance
Education
University of Oklahoma - Price College of Business 1995 — 1999
BBA, Marketing
Ray Welsh's UBS Experience August 1955 - Present
Job Senior Vice President at UBS Financial Services inc
Industry Financial Services
Experience
UBS August 1955 - Present
Education
University of Pennsylvania 1949 — 1953
UBS August 1955 - Present
Education
University of Pennsylvania 1949 — 1953
Bob Graham's UBS Experience July 2012 - September 2013
Job Founding Partner and CEO for Great Lakes and Atlantic Wealth Management and Advisory Partners
Industry Investment Management
Experience
Financial Industry Regulatory Authority (FINRA) July 2015 - Present
Great Lakes and Atlantic wealth management advisors March 2014 - Present
Robert E Graham Consulting Inc September 2013 - Present
UBS July 2012 - September 2013
UBS Wealth Management January 2009 - July 2012
UBS Wealth Management January 2009 - July 2012
Merrill Lynch June 1999 - January 2009
Merrill Lynch May 2006 - January 2007
Merrill Lynch January 1997 - April 1999
Merrill Lynch May 1991 - April 1997
Skills
Fixed Income, Securities, Wealth Management, Mutual Funds, Capital Markets, Asset Allocation, Series 7, Series 63, Management, Investments, Insurance, Asset Management, FINRA, Leadership, Investment Advisory, Equities, Investment Strategies, Alternative Investments, Retirement Planning, Wealth Management..., Investment Management, Risk Management, Financial Advisory, Retirement, Financial Markets, Estate Planning, Relationship Management, Financial Risk, Fixed Annuities, Financial Services, Options, Uniform Combined State..., Portfolio Management, Series 24, Hedge Funds, ETFs, Wealth, Bonds, Strategic Financial..., Private Banking, Finance, Strategy, Strategic Planning, Private Equity, Financial Analysis, Financial Modeling, Trading, Executive Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
securities institute association
Executive leadership at the Wharton school at the University of Pennsylvania 1997 — 1998
Executive Leadership development
Saint John's University 1972 — 1976
BS, Economics, Marketing
Financial Industry Regulatory Authority (FINRA) July 2015 - Present
Great Lakes and Atlantic wealth management advisors March 2014 - Present
Robert E Graham Consulting Inc September 2013 - Present
UBS July 2012 - September 2013
UBS Wealth Management January 2009 - July 2012
UBS Wealth Management January 2009 - July 2012
Merrill Lynch June 1999 - January 2009
Merrill Lynch May 2006 - January 2007
Merrill Lynch January 1997 - April 1999
Merrill Lynch May 1991 - April 1997
Skills
Fixed Income, Securities, Wealth Management, Mutual Funds, Capital Markets, Asset Allocation, Series 7, Series 63, Management, Investments, Insurance, Asset Management, FINRA, Leadership, Investment Advisory, Equities, Investment Strategies, Alternative Investments, Retirement Planning, Wealth Management..., Investment Management, Risk Management, Financial Advisory, Retirement, Financial Markets, Estate Planning, Relationship Management, Financial Risk, Fixed Annuities, Financial Services, Options, Uniform Combined State..., Portfolio Management, Series 24, Hedge Funds, ETFs, Wealth, Bonds, Strategic Financial..., Private Banking, Finance, Strategy, Strategic Planning, Private Equity, Financial Analysis, Financial Modeling, Trading, Executive Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
securities institute association
Executive leadership at the Wharton school at the University of Pennsylvania 1997 — 1998
Executive Leadership development
Saint John's University 1972 — 1976
BS, Economics, Marketing
kaustubh saikia's UBS Experience March 2005 - Present
Job AVP at UBS
Industry Financial Services
Experience
UBS March 2005 - Present
Skills
Fixed Income, Equities, Investment Banking, Derivatives, Capital Markets, Trading Systems, Wealth Management, Portfolio Management, Series 7, Bloomberg, Hedge Funds, Banking, Securities, Investments, Mutual Funds, Electronic Trading, Financial Modeling, Valuation, Asset Management, FX Options
Education
Wharton Business School 2003 — 2005
Master of Business Administration (MBA), Finance
UBS March 2005 - Present
Skills
Fixed Income, Equities, Investment Banking, Derivatives, Capital Markets, Trading Systems, Wealth Management, Portfolio Management, Series 7, Bloomberg, Hedge Funds, Banking, Securities, Investments, Mutual Funds, Electronic Trading, Financial Modeling, Valuation, Asset Management, FX Options
Education
Wharton Business School 2003 — 2005
Master of Business Administration (MBA), Finance
Daniel Krausz's UBS Experience June 2012 - July 2013
Job Global Macro Analyst at Omega Advisors
Industry Financial Services
Experience
Omega Advisors January 2014 - Present
Quantitative Management Associates July 2013 - December 2013
UBS June 2012 - July 2013
UBS Investment Bank May 2011 - August 2011
PricewaterhouseCoopers September 2008 - July 2010
Skills
Valuation, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Corporate Finance, Strategy & Economics
Yeshiva University 2004 — 2008
BS, Accounting
Omega Advisors January 2014 - Present
Quantitative Management Associates July 2013 - December 2013
UBS June 2012 - July 2013
UBS Investment Bank May 2011 - August 2011
PricewaterhouseCoopers September 2008 - July 2010
Skills
Valuation, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Corporate Finance, Strategy & Economics
Yeshiva University 2004 — 2008
BS, Accounting
Hanyang Zhang's UBS Experience July 2013 - August 2013
Job Chief Operating Officer at Solis Ortus Capital Ltd.
Industry Computer Games
Experience
Solis Ortus Capital Ltd. September 2014 - Present
Hanyang Charitable Foundation January 2008 - Present
Ascendent Capital Partners (Asia) Ltd. June 2014 - July 2014
I-dealist Enterprise Ltd. January 2010 - January 2014
UBS July 2013 - August 2013
Heart2Heart Canadian Youth Society September 2009 - June 2012
Skills
Research, Team Leadership, Entrepreneurship, Mandarin
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Economics, Marketing
St. George's School 2009 — 2012
High School/Secondary Diplomas and Certificates
Solis Ortus Capital Ltd. September 2014 - Present
Hanyang Charitable Foundation January 2008 - Present
Ascendent Capital Partners (Asia) Ltd. June 2014 - July 2014
I-dealist Enterprise Ltd. January 2010 - January 2014
UBS July 2013 - August 2013
Heart2Heart Canadian Youth Society September 2009 - June 2012
Skills
Research, Team Leadership, Entrepreneurship, Mandarin
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Economics, Marketing
St. George's School 2009 — 2012
High School/Secondary Diplomas and Certificates
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.