UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
UBS List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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UBS Employees
Employee
Years
Job
Industry
Molly Liu Molly Liu's UBS Experience May 2014 - August 2014
Job Cofounder at Black Box Denim
Industry Financial Services
Experience
University of Pennsylvania May 2015 - Present
Black Box Denim January 2013 - Present
J.P. Morgan June 2015 - July 2015
180 Degrees Consulting July 2013 - May 2015
University of Pennsylvania April 2013 - April 2015
UBS May 2014 - August 2014
Oppenheimer & Co. Inc. May 2013 - October 2013
American Legion Auxiliary July 2011 - July 2011
Skills
Microsoft Excel, Strategic Planning, Customer Service, Research, Microsoft Office, Budgets, Microsoft Word, PowerPoint, Management, Photoshop, HTML, Analysis, Data Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Applied Economics, Finance, Management, and Mathematics
University of Pennsylvania May 2015 - Present
Black Box Denim January 2013 - Present
J.P. Morgan June 2015 - July 2015
180 Degrees Consulting July 2013 - May 2015
University of Pennsylvania April 2013 - April 2015
UBS May 2014 - August 2014
Oppenheimer & Co. Inc. May 2013 - October 2013
American Legion Auxiliary July 2011 - July 2011
Skills
Microsoft Excel, Strategic Planning, Customer Service, Research, Microsoft Office, Budgets, Microsoft Word, PowerPoint, Management, Photoshop, HTML, Analysis, Data Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Applied Economics, Finance, Management, and Mathematics
Oscar Rivera, CPA Oscar Rivera, CPA's UBS Experience July 2008 - August 2012
Job Director of Finance and Accounting at CircleBack Lending
Industry Financial Services
Experience
CircleBack Lending July 2014 - Present
ITS Systems Integrators Co., Inc June 2013 - July 2014
Falcon Sanchez & Associates September 2012 - April 2013
UBS July 2008 - August 2012
Parissi, PSC October 2007 - July 2008
CPA Hector Velez Garcia December 2002 - May 2006
Skills
Auditing, CPA, Accounting, US GAAP, Financial Statements, GAAP, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Peachtree, Creative Solutions..., Bilingual, Staff Supervision, Payroll, Internal Controls, Financial Reporting, Financial Accounting, Variance Analysis, General Ledger, Financial Analysis, QuickBooks, External Audit, Accounts Payable, Accounts Receivable, Spanish, Account Reconciliation, Budgets, Analysis, Finance, Managerial Finance, Accruals, Cash Flow Forecasting, Bank Reconciliation, Management Accounting, Journal Entries, Balance Sheet, Expenses, Financial Audits, Fund Accounting, Cash, Cash Flow, Cash Management, Financial Projection
Education
University of Puerto Rico-Rio Piedras 2002 — 2006
Bachelor's degree, Accounting
Colegio Marista, Manati 1989 — 2002
CircleBack Lending July 2014 - Present
ITS Systems Integrators Co., Inc June 2013 - July 2014
Falcon Sanchez & Associates September 2012 - April 2013
UBS July 2008 - August 2012
Parissi, PSC October 2007 - July 2008
CPA Hector Velez Garcia December 2002 - May 2006
Skills
Auditing, CPA, Accounting, US GAAP, Financial Statements, GAAP, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Peachtree, Creative Solutions..., Bilingual, Staff Supervision, Payroll, Internal Controls, Financial Reporting, Financial Accounting, Variance Analysis, General Ledger, Financial Analysis, QuickBooks, External Audit, Accounts Payable, Accounts Receivable, Spanish, Account Reconciliation, Budgets, Analysis, Finance, Managerial Finance, Accruals, Cash Flow Forecasting, Bank Reconciliation, Management Accounting, Journal Entries, Balance Sheet, Expenses, Financial Audits, Fund Accounting, Cash, Cash Flow, Cash Management, Financial Projection
Education
University of Puerto Rico-Rio Piedras 2002 — 2006
Bachelor's degree, Accounting
Colegio Marista, Manati 1989 — 2002
Carlos La Verde's UBS Experience August 2004 - Present
Job Executive Director UBS Wealth Management
Industry Financial Services
Experience
UBS August 2004 - Present
UBS October 2008 - September 2011
Banco Popular de Puerto Rico July 1999 - August 2004
Deloitte March 1996 - July 1999
Skills
Personal Financial..., Public Speaking
Education
University of Puerto Rico-Rio Piedras
Bachelor of Business Administration (BBA), Accounting
UBS August 2004 - Present
UBS October 2008 - September 2011
Banco Popular de Puerto Rico July 1999 - August 2004
Deloitte March 1996 - July 1999
Skills
Personal Financial..., Public Speaking
Education
University of Puerto Rico-Rio Piedras
Bachelor of Business Administration (BBA), Accounting
Clement George Clement George's UBS Experience January 2007 - July 2007
Job Senior Associate at PwC
Industry Utilities
Experience
PwC January 2014 - Present
EQT Corporation July 2008 - January 2014
UBS January 2007 - July 2007
Education Nationale October 2004 - May 2005
Skills
Commodity Markets, Natural Gas, Risk Management, Trading, Financial Risk, Analysis, Energy, Openlink, Bookkeeping, Financial Analysis, ETRM, Financial Modeling, Derivatives, Microsoft Excel, Due Diligence, Nonprofits, Portfolio Management, Non-profits, Commodity, Business Planning, Process Improvement, Hedging, Compliance, Access, Internal Controls, Management, Energy Industry, Finance, Risk, Valuation, Corporate Finance, Energy Markets, Mergers & Acquisitions, Market Risk, Commodity Risk..., Electricity Markets, Project Management
Education
University of Pittsburgh 2003 — 2008
BSBA, Finance
PwC January 2014 - Present
EQT Corporation July 2008 - January 2014
UBS January 2007 - July 2007
Education Nationale October 2004 - May 2005
Skills
Commodity Markets, Natural Gas, Risk Management, Trading, Financial Risk, Analysis, Energy, Openlink, Bookkeeping, Financial Analysis, ETRM, Financial Modeling, Derivatives, Microsoft Excel, Due Diligence, Nonprofits, Portfolio Management, Non-profits, Commodity, Business Planning, Process Improvement, Hedging, Compliance, Access, Internal Controls, Management, Energy Industry, Finance, Risk, Valuation, Corporate Finance, Energy Markets, Mergers & Acquisitions, Market Risk, Commodity Risk..., Electricity Markets, Project Management
Education
University of Pittsburgh 2003 — 2008
BSBA, Finance
Jon Fucci fuccifam@comcast.net Jon Fucci fuccifam@comcast.net's UBS Experience July 2007 - July 2008
Job Corporate Recruiter at Printpack
Industry Information Technology and Services
Experience
Printpack December 2014 - Present
UPS Supply Chain Solutions January 2014 - December 2014
Prosys May 2012 - December 2013
The Home Depot February 2011 - May 2012
Sage November 2009 - February 2011
Travelport July 2008 - November 2009
UBS July 2007 - July 2008
Georgia Technology Authority March 2006 - July 2007
ACT-1 October 2004 - March 2006
Comsys December 1998 - October 2004
Skills
Screening, Recruitment Advertising, Applicant Tracking..., Technical Recruiting, Talent Acquisition, Benefits Negotiation, College Recruiting, Onboarding, Internet Recruiting, Workforce Planning, Sourcing, Talent Management, IT Recruitment, HR Policies, Permanent Placement, CRM, HRIS, Human Resources, Recruiting, Management, Hiring, Consulting, Business Networking, Executive Search, HR Consulting, Strategic Sourcing, Information Technology, Employee Relations, Vendor Management, Screening Resumes, Cold Calling, Contract Recruitment, Networking, Employee Engagement, Employer Branding, PeopleSoft, Deferred Compensation, Leadership, Temporary Placement, Staffing Services, Search, Temporary Staffing, New Hire Orientations, Taleo, Staff Augmentation, Personnel Management, SDLC, Professional Services, Training, Interviews
Education
University of Pittsburgh 1988 — 1992
BS
Concordia University
Information Systems
Printpack December 2014 - Present
UPS Supply Chain Solutions January 2014 - December 2014
Prosys May 2012 - December 2013
The Home Depot February 2011 - May 2012
Sage November 2009 - February 2011
Travelport July 2008 - November 2009
UBS July 2007 - July 2008
Georgia Technology Authority March 2006 - July 2007
ACT-1 October 2004 - March 2006
Comsys December 1998 - October 2004
Skills
Screening, Recruitment Advertising, Applicant Tracking..., Technical Recruiting, Talent Acquisition, Benefits Negotiation, College Recruiting, Onboarding, Internet Recruiting, Workforce Planning, Sourcing, Talent Management, IT Recruitment, HR Policies, Permanent Placement, CRM, HRIS, Human Resources, Recruiting, Management, Hiring, Consulting, Business Networking, Executive Search, HR Consulting, Strategic Sourcing, Information Technology, Employee Relations, Vendor Management, Screening Resumes, Cold Calling, Contract Recruitment, Networking, Employee Engagement, Employer Branding, PeopleSoft, Deferred Compensation, Leadership, Temporary Placement, Staffing Services, Search, Temporary Staffing, New Hire Orientations, Taleo, Staff Augmentation, Personnel Management, SDLC, Professional Services, Training, Interviews
Education
University of Pittsburgh 1988 — 1992
BS
Concordia University
Information Systems
Matthew Swensen's UBS Experience June 2014 - August 2014
Job Student at the University of Richmond
Industry Higher Education
Experience
Ernst and Young, LLP July 2015 - Present
UBS June 2014 - August 2014
University of Richmond May 2013 - July 2013
Skills
Higher Education, Research, Public Speaking, Microsoft Office, Editing, PowerPoint, Social Media, Community Outreach, Nonprofits, Student Affairs, Microsoft Excel, SPSS, Data Analysis, Microsoft Word, Market Research
Education
University of Richmond 2011 — 2015
BS Business Administration , Business Admin. with Finance and Economics
Ernst and Young, LLP July 2015 - Present
UBS June 2014 - August 2014
University of Richmond May 2013 - July 2013
Skills
Higher Education, Research, Public Speaking, Microsoft Office, Editing, PowerPoint, Social Media, Community Outreach, Nonprofits, Student Affairs, Microsoft Excel, SPSS, Data Analysis, Microsoft Word, Market Research
Education
University of Richmond 2011 — 2015
BS Business Administration , Business Admin. with Finance and Economics
Max Holz Max Holz's UBS Experience June 2011 - August 2011
Job Consultant at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group August 2014 - Present
The Boston Consulting Group August 2012 - July 2014
UBS June 2011 - August 2011
KRG Capital June 2010 - August 2010
Skills
Financial Modeling
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS), Economics
Kent Denver School 2004 — 2008
The Boston Consulting Group August 2014 - Present
The Boston Consulting Group August 2012 - July 2014
UBS June 2011 - August 2011
KRG Capital June 2010 - August 2010
Skills
Financial Modeling
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS), Economics
Kent Denver School 2004 — 2008
Matt Ackerman Matt Ackerman's UBS Experience February 2001 - February 2004
Job sales representative
Industry Marketing and Advertising
Experience
Knott Direct October 2012 - Present
Maro Operating March 2004 - September 2012
UBS February 2001 - February 2004
Skills
New Business Development, Marketing Strategy, Sales, Financial Services, Product Marketing, Marketing, Product Management
Education
University of Pittsburgh
Knott Direct October 2012 - Present
Maro Operating March 2004 - September 2012
UBS February 2001 - February 2004
Skills
New Business Development, Marketing Strategy, Sales, Financial Services, Product Marketing, Marketing, Product Management
Education
University of Pittsburgh
Alissa A Smallstey Alissa A Smallstey's UBS Experience July 1998 — February 2002
Job Clinical Administrative Assistant
Industry Hospital & Health Care
Experience
Maxim Healthcare Services March 2013 — 2015
UBS July 1998 — February 2002
Halpert & Company September 1989 — July 1998
Collaborating for Kids 2017 — Present
Skills
Healthcare Management, Medical Records, HIPAA, Healthcare, Home Care, EMR, Patient Safety, Data Entry, Medicare, Medicaid, Healthcare Information..., Outlook
Education
University of Phoenix 2007 — 2009
Associate's degree Healthcare Administration
Columbia High School 1985 — 1989
General Studies
Maxim Healthcare Services March 2013 — 2015
UBS July 1998 — February 2002
Halpert & Company September 1989 — July 1998
Collaborating for Kids 2017 — Present
Skills
Healthcare Management, Medical Records, HIPAA, Healthcare, Home Care, EMR, Patient Safety, Data Entry, Medicare, Medicaid, Healthcare Information..., Outlook
Education
University of Phoenix 2007 — 2009
Associate's degree Healthcare Administration
Columbia High School 1985 — 1989
General Studies
Matthew Guerrera's UBS Experience August 2010 - December 2010
Job Incident Response & Resiliency
Industry Financial Services
Experience
Resilient Systems, Inc. August 2015 - Present
JPMorgan Chase September 2013 - August 2015
Morgan Stanley Wealth Management September 2012 - February 2013
UBS August 2010 - December 2010
Skills
Excel, Financial Analysis, PowerPoint, Word, Research, Finance, Data Analysis, Microsoft Word, Microsoft Office, Financial Modeling, Microsoft Excel, Market Research, Teamwork
Education
University of Rhode Island 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Resilient Systems, Inc. August 2015 - Present
JPMorgan Chase September 2013 - August 2015
Morgan Stanley Wealth Management September 2012 - February 2013
UBS August 2010 - December 2010
Skills
Excel, Financial Analysis, PowerPoint, Word, Research, Finance, Data Analysis, Microsoft Word, Microsoft Office, Financial Modeling, Microsoft Excel, Market Research, Teamwork
Education
University of Rhode Island 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
N'Lyxia Reisinger N'Lyxia Reisinger's UBS Experience September 2009 - April 2010
Job Manager, Sr. Business Analyst, Portfolio Servicing Specialist
Industry Financial Services
Experience
FTI Consulting January 2013 - Present
PROMONTORY RISK REVIEW – FORECLOSURE REVIEW AUDIT – COMPTROLLER OF THE CURRENCY August 2011 - January 2013
Bank of America January 2011 - July 2011
QUATRRO MORTGAGE SOLUTIONS November 2010 - January 2011
CLAYTON FINANCIAL May 2010 - November 2010
UBS September 2009 - April 2010
AIG July 2009 - August 2009
Fannie Mae August 2008 - June 2009
JPMorgan Chase February 2007 - July 2008
Wells Fargo December 2003 - January 2007
Skills
English, Microsoft Word, Research, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Windows, New Business Development, Outlook, Teaching, Public Speaking, Photoshop, HTML
Education
University of Phoenix
Bachelor's degree, Business Management
FTI Consulting January 2013 - Present
PROMONTORY RISK REVIEW – FORECLOSURE REVIEW AUDIT – COMPTROLLER OF THE CURRENCY August 2011 - January 2013
Bank of America January 2011 - July 2011
QUATRRO MORTGAGE SOLUTIONS November 2010 - January 2011
CLAYTON FINANCIAL May 2010 - November 2010
UBS September 2009 - April 2010
AIG July 2009 - August 2009
Fannie Mae August 2008 - June 2009
JPMorgan Chase February 2007 - July 2008
Wells Fargo December 2003 - January 2007
Skills
English, Microsoft Word, Research, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Windows, New Business Development, Outlook, Teaching, Public Speaking, Photoshop, HTML
Education
University of Phoenix
Bachelor's degree, Business Management
Matthew Gutierrez, CFA Matthew Gutierrez, CFA's UBS Experience January 2015 - Present
Job Team Administrator at UBS Private Wealth Management
Industry Financial Services
Experience
UBS January 2015 - Present
UBS June 2012 - Present
UBS July 2010 - June 2012
Education
University of Pennsylvania - The Wharton School
B.S. in Economics
UBS January 2015 - Present
UBS June 2012 - Present
UBS July 2010 - June 2012
Education
University of Pennsylvania - The Wharton School
B.S. in Economics
Tara Santora Tara Santora's UBS Experience January 2013 - Present
Job Senior Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2013 - Present
Morgan Stanley Smith Barney February 2009 - December 2012
UBS September 2005 - February 2009
UBS September 1999 - September 2005
Education
University of Rhode Island 1990 — 1993
BA, English
UBS January 2013 - Present
Morgan Stanley Smith Barney February 2009 - December 2012
UBS September 2005 - February 2009
UBS September 1999 - September 2005
Education
University of Rhode Island 1990 — 1993
BA, English
Elie Berrios Elie Berrios's UBS Experience 2001 - 2007
Job Regional Sales Principal
Industry Financial Services
Experience
Citi January 2015 - Present
Citi May 2013 - December 2014
Citi May 2012 - April 2013
Citi September 2007 - May 2012
UBS 2001 - 2007
Skills
Risk Management, Microsoft Excel, Investments, Financial Services, Fixed Income, Customer Service, Microsoft Office
Education
University of Puerto Rico-Rio Piedras
Citi January 2015 - Present
Citi May 2013 - December 2014
Citi May 2012 - April 2013
Citi September 2007 - May 2012
UBS 2001 - 2007
Skills
Risk Management, Microsoft Excel, Investments, Financial Services, Fixed Income, Customer Service, Microsoft Office
Education
University of Puerto Rico-Rio Piedras
Sue Menon Sue Menon's UBS Experience August 2006 - November 2006
Job MBA Candidate '2016 The Wharton School, University of Pennsylvania
Industry Financial Services
Experience
PwC June 2012 - June 2014
PwC August 2010 - June 2012
PwC June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
UBS August 2006 - November 2006
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
New York University, Stern School of Business 2006 — 2010
Bachelor of Science
Garden School 2002 — 2006
PwC June 2012 - June 2014
PwC August 2010 - June 2012
PwC June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
UBS August 2006 - November 2006
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
New York University, Stern School of Business 2006 — 2010
Bachelor of Science
Garden School 2002 — 2006
Wanda McClary-Contreras's UBS Experience April 2000 - February 2009
Job Associate at Morgan Stanley Wealth Managemet
Industry Investment Management
Experience
Morgan Stanley Investment Management March 2007 - Present
UBS April 2000 - February 2009
Skills
Equities, Fixed Income, Hedge Funds, Investments, Capital Markets, Bloomberg, Asset Management, Portfolio Management, Derivatives, Investment Banking, Alternative Investments, Financial Modeling, Valuation, Mutual Funds, Series 7, Investment Management, Wealth Management, Risk Management, Financial Services, Banking, Securities, Financial Risk
Education
University of Phoenix 2010 — 2012
Bachelor of Arts (BA), Human Services Management
Community College of Philadelphia
Associate of Arts (A.A.), Criminal Justice/Law Enforcement Administration
Claflin University 1988 — 1992
Associate's degree, Sociology
Morgan Stanley Investment Management March 2007 - Present
UBS April 2000 - February 2009
Skills
Equities, Fixed Income, Hedge Funds, Investments, Capital Markets, Bloomberg, Asset Management, Portfolio Management, Derivatives, Investment Banking, Alternative Investments, Financial Modeling, Valuation, Mutual Funds, Series 7, Investment Management, Wealth Management, Risk Management, Financial Services, Banking, Securities, Financial Risk
Education
University of Phoenix 2010 — 2012
Bachelor of Arts (BA), Human Services Management
Community College of Philadelphia
Associate of Arts (A.A.), Criminal Justice/Law Enforcement Administration
Claflin University 1988 — 1992
Associate's degree, Sociology
Jeffrey Kaminsky Jeffrey Kaminsky's UBS Experience January 1991 - February 1998
Job Financial Services Professional
Industry Financial Services
Experience
Investor, Strategy, Business Development, Advisory Board January 2015 - Present
Miller Tabak February 2005 - December 2014
Lazard March 1998 - February 2005
UBS January 1991 - February 1998
Mabon Nugent & Co March 1981 - January 1991
Skills
Trading, Hedge Funds, Equities, Equity Derivatives, Relationship Management, Sales Management, Investment Banking, Business Strategy, Equity Research, Team Building, Stock Trading, New Business Development, Team Leadership, Building Relationships, Equity Capital Markets, Manage Client..., Cross Selling, Roadshows, Alternative Investments, Strategy, Electronic Trading, Equity Trading, Creative Strategy, Investments, Mutual Funds, Capital Markets, Equity Syndicate
Education
University of Rhode Island - College of Business Administration
Bachelor's degree, Business Administration and Management, General
Investor, Strategy, Business Development, Advisory Board January 2015 - Present
Miller Tabak February 2005 - December 2014
Lazard March 1998 - February 2005
UBS January 1991 - February 1998
Mabon Nugent & Co March 1981 - January 1991
Skills
Trading, Hedge Funds, Equities, Equity Derivatives, Relationship Management, Sales Management, Investment Banking, Business Strategy, Equity Research, Team Building, Stock Trading, New Business Development, Team Leadership, Building Relationships, Equity Capital Markets, Manage Client..., Cross Selling, Roadshows, Alternative Investments, Strategy, Electronic Trading, Equity Trading, Creative Strategy, Investments, Mutual Funds, Capital Markets, Equity Syndicate
Education
University of Rhode Island - College of Business Administration
Bachelor's degree, Business Administration and Management, General
Stephen Baird, CFP®, CIMA® Stephen Baird, CFP®, CIMA®'s UBS Experience 2003 - 2009
Job Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank May 2012 - Present
JPMorgan September 2009 - May 2012
UBS 2003 - 2009
UBS 2003 - 2009
SunTrust Bank 1998 - 2001
Skills
Wealth Management, Asset Management, Asset Allocation, High Net Worth..., Series 7, Portfolio Management, Equities, Alternative Investments, Corporate Finance, Private Equity, Commercial Banking, Real Estate Financing, Banking, Capital Markets, Investment Management, Financial Services, Finance, Estate Planning, Investments
Education
University of Tennessee-Knoxville 1992 — 1996
BA
University of Pennsylvania - The Wharton School
CIMA
Citi Private Bank May 2012 - Present
JPMorgan September 2009 - May 2012
UBS 2003 - 2009
UBS 2003 - 2009
SunTrust Bank 1998 - 2001
Skills
Wealth Management, Asset Management, Asset Allocation, High Net Worth..., Series 7, Portfolio Management, Equities, Alternative Investments, Corporate Finance, Private Equity, Commercial Banking, Real Estate Financing, Banking, Capital Markets, Investment Management, Financial Services, Finance, Estate Planning, Investments
Education
University of Tennessee-Knoxville 1992 — 1996
BA
University of Pennsylvania - The Wharton School
CIMA
Jennifer Ashmore-Kromm Jennifer Ashmore-Kromm's UBS Experience May 1994 - July 2001
Job Executive Asisstant to CEO at AnheuserBusch InBev
Industry Consumer Goods
Experience
Anheuser-Busch InBev October 2009 - Present
Egon Zehnder International September 2007 - October 2009
UBS May 1994 - July 2001
Skills
Administrative..., Outlook, Office Management, PowerPoint, Microsoft Excel, Office Administration, Microsoft Office, Event Planning, Human Resources, Microsoft Word, Event Management, Calendaring, Process Scheduler, Customer Service, Spreadsheets, Research, Marketing, Project Management
Education
University of Phoenix 2006 — 2009
Associate Degree, Business
Newburgh Free Academy 1987 — 1990
High School diploma
Anheuser-Busch InBev October 2009 - Present
Egon Zehnder International September 2007 - October 2009
UBS May 1994 - July 2001
Skills
Administrative..., Outlook, Office Management, PowerPoint, Microsoft Excel, Office Administration, Microsoft Office, Event Planning, Human Resources, Microsoft Word, Event Management, Calendaring, Process Scheduler, Customer Service, Spreadsheets, Research, Marketing, Project Management
Education
University of Phoenix 2006 — 2009
Associate Degree, Business
Newburgh Free Academy 1987 — 1990
High School diploma
Lacey Kazior Lacey Kazior's UBS Experience January 2013 - May 2015
Job Finance Intern at UBS
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
UBS January 2013 - May 2015
Denny's November 2008 - June 2013
Catalyst Connection 2013 - 2013
Skills
Event Planning, Customer Service, Hospitality, Microsoft Office, Time Management, Microsoft Excel, Marketing, Finance, Teamwork, Facebook, Data Entry, Social Networking, Spanish, Leadership, Customer Satisfaction, Market Research, Public Speaking, Project Management, Strategic Planning
Education
University of Pittsburgh 2011 — 2015
UBS Wealth Management May 2015 - Present
UBS January 2013 - May 2015
Denny's November 2008 - June 2013
Catalyst Connection 2013 - 2013
Skills
Event Planning, Customer Service, Hospitality, Microsoft Office, Time Management, Microsoft Excel, Marketing, Finance, Teamwork, Facebook, Data Entry, Social Networking, Spanish, Leadership, Customer Satisfaction, Market Research, Public Speaking, Project Management, Strategic Planning
Education
University of Pittsburgh 2011 — 2015
Matthew Goodier Matthew Goodier's UBS Experience March 2002 - July 2004
Job FP&A Lead at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman July 2004 - Present
UBS March 2002 - July 2004
Amica Mutual Insurance Co. January 2001 - March 2002
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Budget Process, Forecasting, P&L Reporting, Financial Variance..., Strategic Planning, Process Improvement, Hyperion HFM, Hyperion Planning, Oracle, PeopleSoft, Microsoft Excel, Access
Education
University of Rhode Island 1996 — 2000
Bachelor of Arts Degree, Political Science
Oliver Wyman July 2004 - Present
UBS March 2002 - July 2004
Amica Mutual Insurance Co. January 2001 - March 2002
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Budget Process, Forecasting, P&L Reporting, Financial Variance..., Strategic Planning, Process Improvement, Hyperion HFM, Hyperion Planning, Oracle, PeopleSoft, Microsoft Excel, Access
Education
University of Rhode Island 1996 — 2000
Bachelor of Arts Degree, Political Science
James Ben Farris James Ben Farris's UBS Experience September 2008 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS September 2008 - Present
Morgan Stanley June 2006 - September 2008
American Arbitration Association 2001 - 2006
Education
Securities Industry
Series 7, 66, 31 & Insurance Licenses
University of Phoenix
BS, Management
UBS September 2008 - Present
Morgan Stanley June 2006 - September 2008
American Arbitration Association 2001 - 2006
Education
Securities Industry
Series 7, 66, 31 & Insurance Licenses
University of Phoenix
BS, Management
Greg Antolini Greg Antolini's UBS Experience September 1995 - October 1998
Job VP Instutional Sales at FIG Partners
Industry Capital Markets
Experience
FIG Partners September 2014 - Present
RBC Wealth Management July 2012 - July 2014
out of work December 2011 - July 2012
Colonial Fund September 2011 - November 2011
First Empire Securities, Inc October 2010 - August 2011
Great South Bay trading LLC November 1998 - August 2008
UBS September 1995 - October 1998
Bear Stearns January 1990 - August 1995
Skills
Series 7, Series 63, Equities, Trading, Securities, Hedge Funds, Options, Bloomberg, Equity Trading, Electronic Trading, Fixed Income, Capital Markets, Alternative Investments, Investments, Asset Management, Portfolio Management, Financial Markets
Education
University of Rhode Island 1981 — 1985
None, Political Science
west islip high school 1978 — 1981
regents, Regents
FIG Partners September 2014 - Present
RBC Wealth Management July 2012 - July 2014
out of work December 2011 - July 2012
Colonial Fund September 2011 - November 2011
First Empire Securities, Inc October 2010 - August 2011
Great South Bay trading LLC November 1998 - August 2008
UBS September 1995 - October 1998
Bear Stearns January 1990 - August 1995
Skills
Series 7, Series 63, Equities, Trading, Securities, Hedge Funds, Options, Bloomberg, Equity Trading, Electronic Trading, Fixed Income, Capital Markets, Alternative Investments, Investments, Asset Management, Portfolio Management, Financial Markets
Education
University of Rhode Island 1981 — 1985
None, Political Science
west islip high school 1978 — 1981
regents, Regents
Matthew Lesser Matthew Lesser's UBS Experience June 2013 - August 2013
Job Student at The Wharton School
Industry Financial Services
Experience
The Wharton School January 2014 - Present
Raymond James Financial, Inc. May 2015 - August 2015
Raymond James Financial Inc. June 2014 - August 2014
UBS June 2013 - August 2013
Skills
Statistics, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Business Analytics
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science in Economics with Concentrations in Finance, Accounting and Statistics, Minor in Mathematics
Jericho High School 2009 — 2013
The Wharton School January 2014 - Present
Raymond James Financial, Inc. May 2015 - August 2015
Raymond James Financial Inc. June 2014 - August 2014
UBS June 2013 - August 2013
Skills
Statistics, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Business Analytics
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science in Economics with Concentrations in Finance, Accounting and Statistics, Minor in Mathematics
Jericho High School 2009 — 2013
Nicholas Rush Nicholas Rush's UBS Experience June 2012 - August 2012
Job Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank June 2014 - Present
UBS Investment Bank June 2013 - August 2013
UBS June 2012 - August 2012
Fifth Third Bank June 2011 - August 2011
Skills
Investment Banking, Economics, Research, Microsoft Excel, Financial Analysis, Loans, Data Analysis, PowerPoint, Microsoft Office, Bloomberg, Microsoft Word, Aviation, Event Planning, Tourism, Valuation
Education
Wharton School, University of Pennsylvania 2010 — 2014
Bachelor of Science (BS), Economics
UNSW Australia 2013 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
UBS Investment Bank June 2014 - Present
UBS Investment Bank June 2013 - August 2013
UBS June 2012 - August 2012
Fifth Third Bank June 2011 - August 2011
Skills
Investment Banking, Economics, Research, Microsoft Excel, Financial Analysis, Loans, Data Analysis, PowerPoint, Microsoft Office, Bloomberg, Microsoft Word, Aviation, Event Planning, Tourism, Valuation
Education
Wharton School, University of Pennsylvania 2010 — 2014
Bachelor of Science (BS), Economics
UNSW Australia 2013 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Evan Marcantonio's UBS Experience June 2013 - August 2013
Job Technical Business Analyst at UBS
Industry Computer Software
Experience
UBS June 2013 - August 2013
Epiphergy September 2012 - December 2012
Boston Children's Hospital May 2012 - August 2012
University of Rochester September 2011 - December 2011
Belmont Day School June 2011 - August 2011
Boston Children's Hospital May 2010 - August 2010
Skills
Music, Trumpet, Chemical Engineering, Statistical Data..., Communication Skills, Organizational Design, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Clinical Research
Education
University of Rochester 2009 — 2013
University of Rochester
Bachelor of Science, Chemical Engineering, Premedical Program
UBS June 2013 - August 2013
Epiphergy September 2012 - December 2012
Boston Children's Hospital May 2012 - August 2012
University of Rochester September 2011 - December 2011
Belmont Day School June 2011 - August 2011
Boston Children's Hospital May 2010 - August 2010
Skills
Music, Trumpet, Chemical Engineering, Statistical Data..., Communication Skills, Organizational Design, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Clinical Research
Education
University of Rochester 2009 — 2013
University of Rochester
Bachelor of Science, Chemical Engineering, Premedical Program
Tyler Roth Tyler Roth's UBS Experience June 2012 - August 2012
Job Finance Intern American Axle & Manufacturing
Industry Real Estate
Experience
AAM - American Axle & Manufacturing May 2015 - August 2015
UBS June 2012 - August 2012
Skills
Teamwork, Financial Analysis, Financial Modeling, Public Speaking, Accounting, Research, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Social Media, African Studies, Customer Service, After School Programs, Event Planning
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor's in Science of Economics, Real Estate Concentration
AAM - American Axle & Manufacturing May 2015 - August 2015
UBS June 2012 - August 2012
Skills
Teamwork, Financial Analysis, Financial Modeling, Public Speaking, Accounting, Research, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Social Media, African Studies, Customer Service, After School Programs, Event Planning
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor's in Science of Economics, Real Estate Concentration
Kenneth Goodreau, CMT's UBS Experience 1997 - 2000
Job Chief Investment Officer, Portfolio Manager at FlowPoint Capital Partners, LP
Industry Investment Management
Experience
FlowPoint Capital Partners, LP May 2014 - Present
TIG Advisors, LLC December 2012 - April 2014
State of Rhode Island December 2006 - December 2012
Knollwood Capital Management llc November 2004 - December 2006
Leerink Swann January 2002 - January 2005
UBS 1997 - 2000
UBS 1997 - 2000
UBS 1997 - 2000
Skills
Bloomberg, Portfolio Management, Asset Managment, Alternative Investments, Investments, Risk Management, Asset Management, Equities, Hedge Funds, Equity Research, Securities, Mutual Funds, Private Equity, Investment Management, Fixed Income
Education
University of Rhode Island 1990 — 1994
business
FlowPoint Capital Partners, LP May 2014 - Present
TIG Advisors, LLC December 2012 - April 2014
State of Rhode Island December 2006 - December 2012
Knollwood Capital Management llc November 2004 - December 2006
Leerink Swann January 2002 - January 2005
UBS 1997 - 2000
UBS 1997 - 2000
UBS 1997 - 2000
Skills
Bloomberg, Portfolio Management, Asset Managment, Alternative Investments, Investments, Risk Management, Asset Management, Equities, Hedge Funds, Equity Research, Securities, Mutual Funds, Private Equity, Investment Management, Fixed Income
Education
University of Rhode Island 1990 — 1994
business
Shannon Dempsey Shannon Dempsey's UBS Experience May 2009 - August 2009
Job Senior Actuarial Analyst at Axis Capital
Industry Insurance
Experience
Axis Capital March 2013 - Present
ISO June 2011 - March 2013
BCBSNC May 2010 - August 2010
Whelan Wealth Management Group of Wells Fargo Advisors September 2009 - May 2010
UBS May 2009 - August 2009
Skills
Access, R, Mainframe, Actuarial Analysis, Financial Modeling, Insurance, VBA, Data Analysis, Valuation, Statistics, Econometrics, Health Insurance, Property & Casualty..., Underwriting, Microsoft Excel, Syncsort, Investments, Reinsurance, SAS, SQL, ResQ, Tableau, Loss Reserving
Education
University of Pittsburgh 2006 — 2011
BS and BA, Actuarial Mathematics and Economics
Pitt in Poland and Czech Republic Summer Program 2009 — 2009
Coursework: Impact of the European Union and Globalization on the Czech Republic and Poland
Pitt in China Summer Program 2008 — 2008
Coursework: Contemporary Chinese Politics, Society and Economy, Chinese and Mongolian Languages
Axis Capital March 2013 - Present
ISO June 2011 - March 2013
BCBSNC May 2010 - August 2010
Whelan Wealth Management Group of Wells Fargo Advisors September 2009 - May 2010
UBS May 2009 - August 2009
Skills
Access, R, Mainframe, Actuarial Analysis, Financial Modeling, Insurance, VBA, Data Analysis, Valuation, Statistics, Econometrics, Health Insurance, Property & Casualty..., Underwriting, Microsoft Excel, Syncsort, Investments, Reinsurance, SAS, SQL, ResQ, Tableau, Loss Reserving
Education
University of Pittsburgh 2006 — 2011
BS and BA, Actuarial Mathematics and Economics
Pitt in Poland and Czech Republic Summer Program 2009 — 2009
Coursework: Impact of the European Union and Globalization on the Czech Republic and Poland
Pitt in China Summer Program 2008 — 2008
Coursework: Contemporary Chinese Politics, Society and Economy, Chinese and Mongolian Languages
Jeffrey Ritch Jr. Jeffrey Ritch Jr.'s UBS Experience March 2012 - April 2015
Job Financial Advisor
Industry Financial Services
Experience
UBS March 2012 - April 2015
Merrill Lynch September 2011 - March 2012
Education
University of Richmond 2001 — 2005
BA, Psychology/Criminal Justice
UBS March 2012 - April 2015
Merrill Lynch September 2011 - March 2012
Education
University of Richmond 2001 — 2005
BA, Psychology/Criminal Justice
Dinesh Sundrani, CFA, PMP Dinesh Sundrani, CFA, PMP's UBS Experience October 2008 - October 2009
Job Business Analyst / Project Manager at Barclays Capital
Industry Financial Services
Experience
Barclays Investment Bank June 2013 - Present
DTCC July 2012 - June 2013
JP Morgan Chase April 2011 - July 2012
Goldman Sachs November 2009 - April 2011
UBS October 2008 - October 2009
Lehman Brothers November 2006 - October 2008
Persistent Systems October 2005 - November 2006
Cybage February 2004 - September 2005
Skills
Portfolio Management, Equity Derivatives, Credit Derivatives, Market Risk, Business Analysis, Risk Management, Interest Rate..., Project Management, Credit Risk, Collateral Management, OTC Derivatives, Scrum
Education
University of Pune 1999 — 2003
Bachelor of Engineering (B.E.), Computers (First Class)
CFA Institute
Chartered Financial Analyst (CFA)
Barclays Investment Bank June 2013 - Present
DTCC July 2012 - June 2013
JP Morgan Chase April 2011 - July 2012
Goldman Sachs November 2009 - April 2011
UBS October 2008 - October 2009
Lehman Brothers November 2006 - October 2008
Persistent Systems October 2005 - November 2006
Cybage February 2004 - September 2005
Skills
Portfolio Management, Equity Derivatives, Credit Derivatives, Market Risk, Business Analysis, Risk Management, Interest Rate..., Project Management, Credit Risk, Collateral Management, OTC Derivatives, Scrum
Education
University of Pune 1999 — 2003
Bachelor of Engineering (B.E.), Computers (First Class)
CFA Institute
Chartered Financial Analyst (CFA)
Krishnamurthy Pindipol's UBS Experience October 2008 - September 2009
Job at Nomura
Industry Investment Banking
Experience
Nomura May 2010 - Present
TD Ameritrade September 2009 - April 2010
UBS October 2008 - September 2009
US Tech Solutions July 2004 - September 2009
Nomura November 2006 - July 2008
Citi Group July 2004 - November 2006
Goldman Sachs March 2003 - July 2004
Accenture March 2003 - July 2004
Direction Software Solutions May 2000 - October 2002
Education
University of Pune 1998 — 2000
Masters In Computer Management (MCM), Computer, Finance, Management
Datapro 1997 — 1998
Professional Diploma in Software Engineer (PDSE), Computers
Datapro 1997 — 1997
Diploma in Computer Management ( DCM ), Computer, Design, Programming langueges Foxpro
Nomura May 2010 - Present
TD Ameritrade September 2009 - April 2010
UBS October 2008 - September 2009
US Tech Solutions July 2004 - September 2009
Nomura November 2006 - July 2008
Citi Group July 2004 - November 2006
Goldman Sachs March 2003 - July 2004
Accenture March 2003 - July 2004
Direction Software Solutions May 2000 - October 2002
Education
University of Pune 1998 — 2000
Masters In Computer Management (MCM), Computer, Finance, Management
Datapro 1997 — 1998
Professional Diploma in Software Engineer (PDSE), Computers
Datapro 1997 — 1997
Diploma in Computer Management ( DCM ), Computer, Design, Programming langueges Foxpro
Stephen Munchel Stephen Munchel's UBS Experience September 2011 - December 2011
Job Investment Operations
Industry Banking
Experience
PNC July 2015 - Present
PNC June 2014 - June 2015
Country Club of York May 2012 - August 2012
Mathnasium - The Math Learning Center May 2011 - August 2012
UBS September 2011 - December 2011
Skills
Time Management
Education
University of Pittsburgh 2010 — 2014
York Catholic High School 2006 — 2010
PNC July 2015 - Present
PNC June 2014 - June 2015
Country Club of York May 2012 - August 2012
Mathnasium - The Math Learning Center May 2011 - August 2012
UBS September 2011 - December 2011
Skills
Time Management
Education
University of Pittsburgh 2010 — 2014
York Catholic High School 2006 — 2010
Jim O'Malley Jim O'Malley's UBS Experience June 1992 - June 2003
Job US Interest Rate Sales
Industry Financial Services
Experience
Citi November 2008 - July 2014
Lehman Brothers September 2003 - September 2008
UBS June 1992 - June 2003
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Microsoft Office, Photoshop, English, Risk Management, Bloomberg, Options, Hedge Funds, Capital Markets, Derivatives, Portfolio Management, Trading, Bonds, Fixed Income, Investment Banking
Education
University of Richmond 1986 — 1990
Bachelor's Degree, Economics
Avon Old Farms School 1983 — 1986
High School
Citi November 2008 - July 2014
Lehman Brothers September 2003 - September 2008
UBS June 1992 - June 2003
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Microsoft Office, Photoshop, English, Risk Management, Bloomberg, Options, Hedge Funds, Capital Markets, Derivatives, Portfolio Management, Trading, Bonds, Fixed Income, Investment Banking
Education
University of Richmond 1986 — 1990
Bachelor's Degree, Economics
Avon Old Farms School 1983 — 1986
High School
Jessica Murch Jessica Murch's UBS Experience April 2010 - July 2010
Job Financial Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2015 - Present
BNY Mellon July 2013 - March 2015
Xerox May 2012 - August 2012
University of Pittsburgh September 2011 - May 2012
Murch & Wise, PC. September 2003 - August 2011
International Art Acquisitions, Inc. May 2011 - July 2011
UBS April 2010 - July 2010
Skills
Accounting, Accounts Receivable, Accounts Payable, Bookkeeping, Financial Accounting, Microsoft Excel
Education
University of Pittsburgh 2009 — 2013
BSBA, Finance, Accounting
Fidelity Investments March 2015 - Present
BNY Mellon July 2013 - March 2015
Xerox May 2012 - August 2012
University of Pittsburgh September 2011 - May 2012
Murch & Wise, PC. September 2003 - August 2011
International Art Acquisitions, Inc. May 2011 - July 2011
UBS April 2010 - July 2010
Skills
Accounting, Accounts Receivable, Accounts Payable, Bookkeeping, Financial Accounting, Microsoft Excel
Education
University of Pittsburgh 2009 — 2013
BSBA, Finance, Accounting
Richard Siegel Richard Siegel's UBS Experience May 1999 - April 2008
Job Managing Director, High Yield/Distressed Fixed Income Sales
Industry Financial Services
Experience
Stifel Financial Corp. January 2012 - Present
Credit Suisse August 2009 - October 2011
UBS May 1999 - April 2008
Bear Stearns October 1993 - May 1999
Skills
High Yield, Bonds, Fixed Income, Trading, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1989 — 1993
B.S., Economics (concentration in Finance)
Stifel Financial Corp. January 2012 - Present
Credit Suisse August 2009 - October 2011
UBS May 1999 - April 2008
Bear Stearns October 1993 - May 1999
Skills
High Yield, Bonds, Fixed Income, Trading, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1989 — 1993
B.S., Economics (concentration in Finance)
Haim Bodek Haim Bodek's UBS Experience March 2003 - September 2007
Job Managing Principal at Decimus Capital Markets, LLC
Industry Capital Markets
Experience
Decimus Capital Markets, LLC July 2011 - Present
Trading Machines LLC October 2007 - March 2011
UBS March 2003 - September 2007
Sixfold Technologies, LLC June 2002 - March 2003
Goldman Sachs September 1997 - June 2002
Magnify February 1996 - September 1997
Skills
Options, Volatility, Trading, Electronic Trading, High Frequency Trading, Trading Systems, Equities, Market Structure, Financial Markets, Market Microstructure, Equity Trading, Capital Markets, Traders, Market Data, Equity Derivatives, Low Latency, Trading System, Proprietary Trading, Quantitative Finance, Market Risk, Market Making, Quantitative Investing, Due Diligence, Derivatives, Trading Strategies, Hedging, Exchange Connectivity, Hedge Funds, Top Secret
Education
University of Rochester 1990 — 1995
BA, Mathematics and Cognitive Science
Decimus Capital Markets, LLC July 2011 - Present
Trading Machines LLC October 2007 - March 2011
UBS March 2003 - September 2007
Sixfold Technologies, LLC June 2002 - March 2003
Goldman Sachs September 1997 - June 2002
Magnify February 1996 - September 1997
Skills
Options, Volatility, Trading, Electronic Trading, High Frequency Trading, Trading Systems, Equities, Market Structure, Financial Markets, Market Microstructure, Equity Trading, Capital Markets, Traders, Market Data, Equity Derivatives, Low Latency, Trading System, Proprietary Trading, Quantitative Finance, Market Risk, Market Making, Quantitative Investing, Due Diligence, Derivatives, Trading Strategies, Hedging, Exchange Connectivity, Hedge Funds, Top Secret
Education
University of Rochester 1990 — 1995
BA, Mathematics and Cognitive Science
Elias Dawli Elias Dawli's UBS Experience September 2012 - December 2012
Job Trading Specialist at The Trade Desk
Industry Marketing and Advertising
Experience
The Trade Desk, Inc. June 2014 - Present
Fitch Ratings June 2013 - August 2013
UBS September 2012 - December 2012
North Shore-LIJ Health System June 2012 - August 2012
Education
University of Rochester 2010 — 2014
Canisius High School 2006 — 2010
The Trade Desk, Inc. June 2014 - Present
Fitch Ratings June 2013 - August 2013
UBS September 2012 - December 2012
North Shore-LIJ Health System June 2012 - August 2012
Education
University of Rochester 2010 — 2014
Canisius High School 2006 — 2010
Taub Swartz Taub Swartz's UBS Experience August 2006 - July 2007
Job Chief Financial Officer
Industry Information Technology and Services
Experience
Buzzr.com April 2011 - Present
SL Hare Capital, Inc. July 2007 - April 2011
UBS August 2006 - July 2007
Morgan Stanley UK Ltd. April 2001 - August 2006
Morgan Stanley February 1995 - April 2001
Kidder Peabody January 1988 - February 1995
Skills
Corporate Communications, Trading, Compliance, Capital Markets, Customer Relations, Team Management, Operational Efficiency, Investor Relations, Equities
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA, Finance
University of Pennsylvania - The Wharton School 1984 — 1987
BS, Finance
Buzzr.com April 2011 - Present
SL Hare Capital, Inc. July 2007 - April 2011
UBS August 2006 - July 2007
Morgan Stanley UK Ltd. April 2001 - August 2006
Morgan Stanley February 1995 - April 2001
Kidder Peabody January 1988 - February 1995
Skills
Corporate Communications, Trading, Compliance, Capital Markets, Customer Relations, Team Management, Operational Efficiency, Investor Relations, Equities
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA, Finance
University of Pennsylvania - The Wharton School 1984 — 1987
BS, Finance
George A Desaulniers's UBS Experience November 2008 - Present
Job CFP
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley August 2001 - October 2008
Morgan Stanley June 1997 - March 2001
Education
University of Rhode Island 1973 — 1977
BS
UBS November 2008 - Present
Morgan Stanley August 2001 - October 2008
Morgan Stanley June 1997 - March 2001
Education
University of Rhode Island 1973 — 1977
BS
Jim Schmid Jim Schmid's UBS Experience May 2011 - November 2014
Job Management
Industry Financial Services
Experience
J.P. Morgan November 2014 - Present
UBS May 2011 - November 2014
Platinum Wealth Management, a general agency of MassMutual Financial Group June 2010 - May 2011
UBS January 2007 - June 2010
UBS August 2006 - January 2007
UBS June 2004 - August 2006
Humana, Inc August 2003 - June 2004
Western Wisconsin Technical College January 1999 - March 2003
Edward Jones November 1996 - March 2003
Edward Jones September 1995 - November 1996
Education
University of Phoenix 2009 — 2011
Bachelor, IT - Multimedia & Visual Communications
Madison Area Technical College 1995 — 1997
Associates, Finance
University of Wisconsin-Stout 1987 — 1991
Bachelor of Science, Hotel & Restaurant Management
J.P. Morgan November 2014 - Present
UBS May 2011 - November 2014
Platinum Wealth Management, a general agency of MassMutual Financial Group June 2010 - May 2011
UBS January 2007 - June 2010
UBS August 2006 - January 2007
UBS June 2004 - August 2006
Humana, Inc August 2003 - June 2004
Western Wisconsin Technical College January 1999 - March 2003
Edward Jones November 1996 - March 2003
Edward Jones September 1995 - November 1996
Education
University of Phoenix 2009 — 2011
Bachelor, IT - Multimedia & Visual Communications
Madison Area Technical College 1995 — 1997
Associates, Finance
University of Wisconsin-Stout 1987 — 1991
Bachelor of Science, Hotel & Restaurant Management
Sachit Ahuja Sachit Ahuja's UBS Experience June 2012 - August 2012
Job Tillman Global Holdings
Industry Financial Services
Experience
Tillman Global Holdings July 2015 - Present
The Raine Group July 2013 - June 2015
UBS June 2012 - August 2012
UBS June 2011 - August 2011
Silver Lake July 2010 - August 2010
Google July 2008 - August 2008
Google July 2007 - August 2007
Skills
Valuation, Corporate Finance, PowerPoint, Microsoft Office, Microsoft Excel, Investment Banking, Microsoft Word, Customer Service, Financial Modeling, Capital Markets, Leveraged Finance, LBO
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BSc), Finance, Management
The American School in London 2004 — 2009
Tillman Global Holdings July 2015 - Present
The Raine Group July 2013 - June 2015
UBS June 2012 - August 2012
UBS June 2011 - August 2011
Silver Lake July 2010 - August 2010
Google July 2008 - August 2008
Google July 2007 - August 2007
Skills
Valuation, Corporate Finance, PowerPoint, Microsoft Office, Microsoft Excel, Investment Banking, Microsoft Word, Customer Service, Financial Modeling, Capital Markets, Leveraged Finance, LBO
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BSc), Finance, Management
The American School in London 2004 — 2009
Chris Lea Chris Lea's UBS Experience January 2007 - March 2008
Job Director of Marketing at Mimeo
Industry Information Technology and Services
Experience
Mimeo May 2015 - Present
Mimeo.com January 2014 - May 2015
Mimeo.com April 2011 - December 2013
Yext January 2010 - March 2011
Merck June 2008 - July 2009
UBS January 2007 - March 2008
Skills
Account Management, CRM, Selling, Salesforce.com, Start-ups, B2B, Customer Satisfaction, Customer Retention, SaaS, Sales, SEM, SEO, Online Marketing, Inside Sales, Consultative Selling, Management, Microsoft Excel, Process Improvement, Analytics, Client Relationship..., Spreadsheets, Leadership, Online Advertising, Print On Demand, Variable Data Printing, Excel, Sales Force..., Direct Sales, Sales Management, Sales Operations, Team Building, Team Leadership, Team Management, Client Services, Digital Printing, Public Speaking, Market Research, Marketing, Customer Focus, Client Communications, Printing Solutions, Pardot, Content Marketing
Education
University of Pittsburgh 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance & Economics
Mimeo May 2015 - Present
Mimeo.com January 2014 - May 2015
Mimeo.com April 2011 - December 2013
Yext January 2010 - March 2011
Merck June 2008 - July 2009
UBS January 2007 - March 2008
Skills
Account Management, CRM, Selling, Salesforce.com, Start-ups, B2B, Customer Satisfaction, Customer Retention, SaaS, Sales, SEM, SEO, Online Marketing, Inside Sales, Consultative Selling, Management, Microsoft Excel, Process Improvement, Analytics, Client Relationship..., Spreadsheets, Leadership, Online Advertising, Print On Demand, Variable Data Printing, Excel, Sales Force..., Direct Sales, Sales Management, Sales Operations, Team Building, Team Leadership, Team Management, Client Services, Digital Printing, Public Speaking, Market Research, Marketing, Customer Focus, Client Communications, Printing Solutions, Pardot, Content Marketing
Education
University of Pittsburgh 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance & Economics
Ma Lang's UBS Experience June 2014 - August 2014
Job Intern at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management June 2015 - Present
UBS June 2014 - August 2014
Queens District Attorney's Office June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Corporate Finance, Teamwork, Accounting, Microsoft Word, Economics, Finance, Banking, Data Analysis, Ballroom Dance, Valuation, Investments, Customer Service, Portfolio Management, Asset Management, Risk Management
Education
University of Pennsylvania - The Wharton School 2014 — 2017
Bachelor of Applied Science (BASc), Finance, General, 3.5
The Lawrenceville School 2009 — 2013
High School Diploma (Cum Laude)
Shanghai Foreign Language School
UBS Global Asset Management June 2015 - Present
UBS June 2014 - August 2014
Queens District Attorney's Office June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Corporate Finance, Teamwork, Accounting, Microsoft Word, Economics, Finance, Banking, Data Analysis, Ballroom Dance, Valuation, Investments, Customer Service, Portfolio Management, Asset Management, Risk Management
Education
University of Pennsylvania - The Wharton School 2014 — 2017
Bachelor of Applied Science (BASc), Finance, General, 3.5
The Lawrenceville School 2009 — 2013
High School Diploma (Cum Laude)
Shanghai Foreign Language School
Erica Asada's UBS Experience June 2012 - Present
Job Team Administrator/Director
Industry Financial Services
Experience
UBS June 2012 - Present
UBS May 2011 - June 2012
UBS November 2010 - May 2011
UBS October 2008 - November 2010
Education
University of Phoenix
Bachelors, Business management
UBS June 2012 - Present
UBS May 2011 - June 2012
UBS November 2010 - May 2011
UBS October 2008 - November 2010
Education
University of Phoenix
Bachelors, Business management
Jason Montan, MBA Jason Montan, MBA's UBS Experience January 2000 - May 2005
Job IT professional / Self Starter / Independent / Driven
Industry Information Technology and Services
Experience
BlackBerry October 2014 - Present
Brightstar October 2012 - October 2014
CVS/Caremark April 2007 - June 2012
Actavis May 2006 - April 2007
TCS May 2005 - May 2006
UBS January 2000 - May 2005
Skills
Excel, Customer Relations, Strategic Planning, Spanish, Organizational..., Windows 7, Virtual Machines, VMware ESX, Blackberry, Symbol, intermec, zebra, SharePoint, sccm, Avaya, Avaya PBX, Outlook, Word, Active Directory, ActiveSync, Citrix, Dameware, Symantec Endpoint..., Symantec Antivirus, Symantec, Documentation, Technical Documentation, Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Software Documentation, Project Management, Microsoft Excel, Customer Service, Teamwork, Cross-functional Team..., Disaster Recovery, Microsoft Exchange, Troubleshooting, Leadership, Management, SCCM, Vendor Management, Information Technology, Telecommunications, Technical Support, Process Improvement
Education
University of Phoenix-South Florida Campus 2010 — 2011
Master of Business Administration (MBA)
University of Phoenix-South Florida Campus 2004 — 2007
Bachelor of Science (BS), Information Technology
BlackBerry October 2014 - Present
Brightstar October 2012 - October 2014
CVS/Caremark April 2007 - June 2012
Actavis May 2006 - April 2007
TCS May 2005 - May 2006
UBS January 2000 - May 2005
Skills
Excel, Customer Relations, Strategic Planning, Spanish, Organizational..., Windows 7, Virtual Machines, VMware ESX, Blackberry, Symbol, intermec, zebra, SharePoint, sccm, Avaya, Avaya PBX, Outlook, Word, Active Directory, ActiveSync, Citrix, Dameware, Symantec Endpoint..., Symantec Antivirus, Symantec, Documentation, Technical Documentation, Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Software Documentation, Project Management, Microsoft Excel, Customer Service, Teamwork, Cross-functional Team..., Disaster Recovery, Microsoft Exchange, Troubleshooting, Leadership, Management, SCCM, Vendor Management, Information Technology, Telecommunications, Technical Support, Process Improvement
Education
University of Phoenix-South Florida Campus 2010 — 2011
Master of Business Administration (MBA)
University of Phoenix-South Florida Campus 2004 — 2007
Bachelor of Science (BS), Information Technology
Maggie(Qingyu) Liu Maggie(Qingyu) Liu's UBS Experience July 2010 - May 2013
Job Valuation Associate at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets May 2013 - Present
UBS July 2010 - May 2013
Moody's Investors Service October 2009 - July 2010
Moody's Investors Service July 2006 - October 2009
Moody's Investors Service July 2005 - July 2006
Bank of China July 1998 - July 2003
Skills
Capital Markets, Financial Modeling, Fixed Income, Bloomberg, Derivatives
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance and Strategic Management
Xi'an Jiaotong University 1994 — 1998
Bachelor, Economics
RBC Capital Markets May 2013 - Present
UBS July 2010 - May 2013
Moody's Investors Service October 2009 - July 2010
Moody's Investors Service July 2006 - October 2009
Moody's Investors Service July 2005 - July 2006
Bank of China July 1998 - July 2003
Skills
Capital Markets, Financial Modeling, Fixed Income, Bloomberg, Derivatives
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance and Strategic Management
Xi'an Jiaotong University 1994 — 1998
Bachelor, Economics
Timothy Hsu, CIMA® Timothy Hsu, CIMA®'s UBS Experience August 2009 - May 2013
Job Investment Management Associate at BlackRock
Industry Financial Services
Experience
IMA at BlackRock May 2013 - Present
UBS August 2009 - May 2013
UBS April 2008 - April 2009
Education
University of Pittsburgh 2005 — 2009
Bachelor of Science, Business Administration, Finance
IMA at BlackRock May 2013 - Present
UBS August 2009 - May 2013
UBS April 2008 - April 2009
Education
University of Pittsburgh 2005 — 2009
Bachelor of Science, Business Administration, Finance
Thomas Lister-Looker Thomas Lister-Looker's UBS Experience June 1999 - January 2000
Job REALTOR at HÔM Sotheby's International Realty
Industry Real Estate
Experience
HÔM Sotheby's International Realty July 2015 - Present
Self January 2009 - Present
HK Lane Real Estate September 2012 - July 2015
a.lister projects October 2006 - March 2010
Charles Schwab & Co., Inc August 2000 - January 2003
MedChannel, Inc February 2000 - June 2000
UBS June 1999 - January 2000
Goldman Sachs May 1998 - May 1999
Charles Schwab & Co., Inc December 1989 - April 1998
Skills
Microsoft Office, Microsoft Project, Project Management, Business Analysis, Software Project..., Process Improvement, Clarity, Visio, Change Management, Business Requirements
Education
University of Phoenix 1991 — 1993
Business Administration and Management, General
Procter R. Hug High School 1979 — 1983
High School Diploma, Business Administration and Management, General
HÔM Sotheby's International Realty July 2015 - Present
Self January 2009 - Present
HK Lane Real Estate September 2012 - July 2015
a.lister projects October 2006 - March 2010
Charles Schwab & Co., Inc August 2000 - January 2003
MedChannel, Inc February 2000 - June 2000
UBS June 1999 - January 2000
Goldman Sachs May 1998 - May 1999
Charles Schwab & Co., Inc December 1989 - April 1998
Skills
Microsoft Office, Microsoft Project, Project Management, Business Analysis, Software Project..., Process Improvement, Clarity, Visio, Change Management, Business Requirements
Education
University of Phoenix 1991 — 1993
Business Administration and Management, General
Procter R. Hug High School 1979 — 1983
High School Diploma, Business Administration and Management, General
Theresa Lamie's UBS Experience September 2009 - January 2010
Job Business Risk Manager at Capital One
Industry Banking
Experience
Capital One Bank June 2013 - Present
Capital One Bank September 2010 - June 2013
Virginia Based Independent Broker-Dealer January 2010 - May 2010
UBS September 2009 - January 2010
UBS September 2007 - September 2009
UBS Wealth Management August 2000 - September 2007
UBS Financial Services June 2000 - August 2000
UBS Financial Services May 1994 - June 2000
Shearson Lehman Brothers 1989 - 1994
Skills
Compliance, Risk Management, Process Improvement, Strategic Planning, Coaching, SOX Compliancy, Regulatory Requirements, Internal Controls, Corporate Governance, Operational Risk..., SSAE 16, Capital Markets, Risk Assessment, Vendor Management, AML, Enterprise Risk..., Mitigation, Internal Audit, Quality Auditing, Control & Monitoring, Risk Mitigations, Sarbanes-Oxley Act, Governance, Analysis, Cross-functional Team..., Business Process, Management, Leadership
Education
University of Richmond 1985 — 1987
Business
J R Tucker High School 1981 — 1985
Capital One Bank June 2013 - Present
Capital One Bank September 2010 - June 2013
Virginia Based Independent Broker-Dealer January 2010 - May 2010
UBS September 2009 - January 2010
UBS September 2007 - September 2009
UBS Wealth Management August 2000 - September 2007
UBS Financial Services June 2000 - August 2000
UBS Financial Services May 1994 - June 2000
Shearson Lehman Brothers 1989 - 1994
Skills
Compliance, Risk Management, Process Improvement, Strategic Planning, Coaching, SOX Compliancy, Regulatory Requirements, Internal Controls, Corporate Governance, Operational Risk..., SSAE 16, Capital Markets, Risk Assessment, Vendor Management, AML, Enterprise Risk..., Mitigation, Internal Audit, Quality Auditing, Control & Monitoring, Risk Mitigations, Sarbanes-Oxley Act, Governance, Analysis, Cross-functional Team..., Business Process, Management, Leadership
Education
University of Richmond 1985 — 1987
Business
J R Tucker High School 1981 — 1985
Daniel Kleinschuster's UBS Experience January 2007 - Present
Job Senior Vice President, Wealth Advisor
Industry Financial Services
Experience
UBS January 2007 - Present
Wachovia, A Wells Fargo Company March 2000 - January 2007
Skills
Retirement Planning, Wealth, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Investment Advisory
Education
University of Richmond 1992 — 1996
BS
UBS January 2007 - Present
Wachovia, A Wells Fargo Company March 2000 - January 2007
Skills
Retirement Planning, Wealth, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Investment Advisory
Education
University of Richmond 1992 — 1996
BS
Perry A. McClain Perry A. McClain's UBS Experience December 2008 - January 2015
Job Conestoga Wealth Partners @ Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Conestoga Wealth Partners January 2015 - Present
UBS December 2008 - January 2015
Morgan Stanley March 1987 - December 2008
Skills
Mutual Funds
Education
University of Puget Sound 1977 — 1979
Bachelor of Arts (B.A.), Business Administration -Marketing / Psychology
Conestoga Wealth Partners January 2015 - Present
UBS December 2008 - January 2015
Morgan Stanley March 1987 - December 2008
Skills
Mutual Funds
Education
University of Puget Sound 1977 — 1979
Bachelor of Arts (B.A.), Business Administration -Marketing / Psychology
Rachel Conners Rachel Conners's UBS Experience June 2012 - August 2012
Job Blogger & Recipe Developer at Bakerita
Industry Marketing and Advertising
Experience
Bakerita August 2010 - Present
T-Mobile June 2014 - August 2014
Alpha Phi International Fraternity May 2013 - January 2014
UBS June 2012 - August 2012
Claire's on Cedros November 2010 - March 2011
Camp Mountain Chai June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Customer Service, Teamwork, Event Planning, Data Entry, Outlook, Organization, Social Media, Spanish, Baking, OS X, Social Networking, Social Media Marketing, Marketing, Blogging, Facebook
Education
University of Puget Sound 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Torrey Pines High School 2007 — 2011
Bakerita August 2010 - Present
T-Mobile June 2014 - August 2014
Alpha Phi International Fraternity May 2013 - January 2014
UBS June 2012 - August 2012
Claire's on Cedros November 2010 - March 2011
Camp Mountain Chai June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Customer Service, Teamwork, Event Planning, Data Entry, Outlook, Organization, Social Media, Spanish, Baking, OS X, Social Networking, Social Media Marketing, Marketing, Blogging, Facebook
Education
University of Puget Sound 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Torrey Pines High School 2007 — 2011
Marie Mohammed Marie Mohammed's UBS Experience April 2006 - August 2010
Job Registered Client Service Associate at HighTower
Industry Financial Services
Experience
HighTower January 2014 - Present
Northwestern Mutual February 2011 - January 2014
Deustche Bank March 2010 - September 2011
UBS April 2006 - August 2010
HSBC May 2000 - September 2006
Education
University of Phoenix
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
HighTower January 2014 - Present
Northwestern Mutual February 2011 - January 2014
Deustche Bank March 2010 - September 2011
UBS April 2006 - August 2010
HSBC May 2000 - September 2006
Education
University of Phoenix
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Sonya (Kyung Soo) Park Sonya (Kyung Soo) Park's UBS Experience May 2011 - July 2011
Job Associate at Starr Investment Holdings
Industry Financial Services
Experience
Starr Companies August 2015 - Present
Citi June 2013 - August 2015
The Wharton School January 2013 - May 2013
University of Pennsylvania September 2009 - May 2013
Rodney L. White Center for Financial Research September 2010 - December 2012
Citi June 2012 - August 2012
UBS May 2011 - July 2011
Skills
Research, Microsoft Office, Data Analysis, PowerPoint, Teaching, Statistics, Investment Banking, Financial Modeling, Economics, Financial Analysis, Valuation, Microsoft Excel, Corporate Finance, Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance & Operations and Information Management
Kristin School 2006 — 2008
Math (HL), Economics (HL), History (HL), Korean (HL), English (SL), Japanese (SL), Chemistry (SL)
Starr Companies August 2015 - Present
Citi June 2013 - August 2015
The Wharton School January 2013 - May 2013
University of Pennsylvania September 2009 - May 2013
Rodney L. White Center for Financial Research September 2010 - December 2012
Citi June 2012 - August 2012
UBS May 2011 - July 2011
Skills
Research, Microsoft Office, Data Analysis, PowerPoint, Teaching, Statistics, Investment Banking, Financial Modeling, Economics, Financial Analysis, Valuation, Microsoft Excel, Corporate Finance, Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance & Operations and Information Management
Kristin School 2006 — 2008
Math (HL), Economics (HL), History (HL), Korean (HL), English (SL), Japanese (SL), Chemistry (SL)
Jason Earl Jason Earl's UBS Experience 2007 - 2008
Job Regional Vice President
Industry Financial Services
Experience
Guardian Life March 2015 - Present
AIG March 2012 - March 2015
Merrill Lynch October 2008 - March 2012
UBS 2007 - 2008
Skills
Series 7, Series 63, Retirement Planning, Asset Allocation, Mutual Funds, Wealth Management, 401k, Retirement, Alternative Investments, Series 66, Fixed Income, CRPC, Equities, Portfolio Management, Securities, Series 6, Investment Strategies, Finance
Education
University of Rhode Island - College of Business Administration 2002 — 2006
BS, Business Management, Finance
Guardian Life March 2015 - Present
AIG March 2012 - March 2015
Merrill Lynch October 2008 - March 2012
UBS 2007 - 2008
Skills
Series 7, Series 63, Retirement Planning, Asset Allocation, Mutual Funds, Wealth Management, 401k, Retirement, Alternative Investments, Series 66, Fixed Income, CRPC, Equities, Portfolio Management, Securities, Series 6, Investment Strategies, Finance
Education
University of Rhode Island - College of Business Administration 2002 — 2006
BS, Business Management, Finance
Bill Peabody Bill Peabody's UBS Experience March 2009 - Present
Job Vice PresidentWealth Management
Industry Financial Services
Experience
UBS March 2009 - Present
Education
University of Puget Sound 1982 — 1984
Bachelor, Economics
University of Puget Sound 1982 — 1984
BACHELOR'S DEGREE IN ECONOMICS MINOR IN PHILOSOPHY, Economics
UBS March 2009 - Present
Education
University of Puget Sound 1982 — 1984
Bachelor, Economics
University of Puget Sound 1982 — 1984
BACHELOR'S DEGREE IN ECONOMICS MINOR IN PHILOSOPHY, Economics
Dewey Haney Dewey Haney's UBS Experience January 2001 - December 2003
Job
Industry Financial Services
Experience
Summit Mortgage Corp December 2003 - Present
UBS January 2001 - December 2003
Pacific Equity Services April 1996 - December 2000
Skills
FHA, Reverse Mortgages, Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, USDA, Investment Properties, Loans, Residential Mortgages, Credit, Certified Mortgage..., VA loans, Real Estate, Investments, Underwriting, Commercial Mortgages, Home Equity Lines of..., Sellers, Finance, First Time Home Buyers, Residential Homes, FHA financing, Condos, HUD, Referrals, Real Estate Financing, Home Equity Loans, Construction Loans, HomePath, Mortgage Underwriting, Mortgage Marketing, Government Loans, Investors, Funding, Credit Analysis
Education
University of Puget Sound 1988 — 1993
Bachelors, Communication, General
Peninsula High School
High School Diploma, 9th-12th Grade
Summit Mortgage Corp December 2003 - Present
UBS January 2001 - December 2003
Pacific Equity Services April 1996 - December 2000
Skills
FHA, Reverse Mortgages, Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, USDA, Investment Properties, Loans, Residential Mortgages, Credit, Certified Mortgage..., VA loans, Real Estate, Investments, Underwriting, Commercial Mortgages, Home Equity Lines of..., Sellers, Finance, First Time Home Buyers, Residential Homes, FHA financing, Condos, HUD, Referrals, Real Estate Financing, Home Equity Loans, Construction Loans, HomePath, Mortgage Underwriting, Mortgage Marketing, Government Loans, Investors, Funding, Credit Analysis
Education
University of Puget Sound 1988 — 1993
Bachelors, Communication, General
Peninsula High School
High School Diploma, 9th-12th Grade
Kanchan Malhotra Kanchan Malhotra's UBS Experience August 2011 - May 2013
Job
Industry Information Technology and Services
Experience
State of New Jersey May 2013 - February 2014
UBS August 2011 - May 2013
Cognizant Technology Solutions April 2006 - May 2013
Florida Power & Light July 2009 - August 2011
JPMorgan Chase April 2006 - July 2009
HSBC November 2003 - April 2006
Skills
Requirements Gathering, SDLC, Requirements Analysis, Business Analysis, Project Management, Data Warehousing, Resource Management, ETL, Project Planning, User Acceptance Testing, Mainframe, Leadership, SQL, MS Project, Data Analysis, Change Management, Project Delivery, Requirements Management, RFP, Problem Solving, Project Coordination, DB2, Analysis
Education
University of Pune
Master's Degree, Computers
State of New Jersey May 2013 - February 2014
UBS August 2011 - May 2013
Cognizant Technology Solutions April 2006 - May 2013
Florida Power & Light July 2009 - August 2011
JPMorgan Chase April 2006 - July 2009
HSBC November 2003 - April 2006
Skills
Requirements Gathering, SDLC, Requirements Analysis, Business Analysis, Project Management, Data Warehousing, Resource Management, ETL, Project Planning, User Acceptance Testing, Mainframe, Leadership, SQL, MS Project, Data Analysis, Change Management, Project Delivery, Requirements Management, RFP, Problem Solving, Project Coordination, DB2, Analysis
Education
University of Pune
Master's Degree, Computers
Nicholas De Santis's UBS Experience March 2015 - Present
Job Investment Advisory Operations Associate at UBS
Industry
Experience
UBS March 2015 - Present
Edgewood Management May 2013 - June 2013
Education
University of Richmond 2010 — 2014
University of Richmond 2010 — 2014
BSBA, Marketing, International Business
UBS March 2015 - Present
Edgewood Management May 2013 - June 2013
Education
University of Richmond 2010 — 2014
University of Richmond 2010 — 2014
BSBA, Marketing, International Business
Michele Colón Michele Colón's UBS Experience June 2014 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS June 2014 - Present
UBS January 2001 - June 2014
Banco Popular de Puerto Rico May 1993 - January 2001
Skills
Marketing Strategy, Marketing Communications, Marketing Management, Product Marketing, Event Planning, Budget Process, Budget Monitoring, Project Coordination, Events Coordination, Financial Services, Banking
Education
Interarmerican University of Puerto Rico 1994 — 1999
Master of Business Administration (MBA), Marketing
University of Puerto Rico-Rio Piedras 1989 — 1993
Bachelor of Business Administration (B.B.A.), Marketing
UBS June 2014 - Present
UBS January 2001 - June 2014
Banco Popular de Puerto Rico May 1993 - January 2001
Skills
Marketing Strategy, Marketing Communications, Marketing Management, Product Marketing, Event Planning, Budget Process, Budget Monitoring, Project Coordination, Events Coordination, Financial Services, Banking
Education
Interarmerican University of Puerto Rico 1994 — 1999
Master of Business Administration (MBA), Marketing
University of Puerto Rico-Rio Piedras 1989 — 1993
Bachelor of Business Administration (B.B.A.), Marketing
Sadie Terwilliger Ellwood Sadie Terwilliger Ellwood's UBS Experience 2001 - 2003
Job Regulatory Consultant at Kaiser Foundation Health Plan
Industry Hospital & Health Care
Experience
Kaiser Foundation Health Plan July 2008 - Present
University of Phoenix 2003 - 2006
UBS 2001 - 2003
Skills
HIPAA, Healthcare, Non-profits, Customer Service, Microsoft Office, Policy, Research, Staff Development
Education
University of Phoenix
BSHS, Social Work
Kaiser Foundation Health Plan July 2008 - Present
University of Phoenix 2003 - 2006
UBS 2001 - 2003
Skills
HIPAA, Healthcare, Non-profits, Customer Service, Microsoft Office, Policy, Research, Staff Development
Education
University of Phoenix
BSHS, Social Work
Amanda Klock Amanda Klock's UBS Experience January 2012 - May 2012
Job Project Manager at CHDI Foundation
Industry Pharmaceuticals
Experience
CHDI Foundation January 2013 - Present
UPMC, Cardiovascular Unit September 2011 - July 2012
UBS January 2012 - May 2012
Thomas Jefferson University Hospitals, Department of Radiation Oncology May 2010 - August 2010
Skills
Microsoft Office, Public Speaking, Data Analysis, Project Coordination, Research, Clinical Research, PowerPoint, Microsoft Excel, Project Management, Time Management, Marketing, Management, Microsoft Word, Leadership, Customer Service
Education
University of Pittsburgh 2008 — 2012
Bachelor of Science (BS), Finance & Chemistry
CHDI Foundation January 2013 - Present
UPMC, Cardiovascular Unit September 2011 - July 2012
UBS January 2012 - May 2012
Thomas Jefferson University Hospitals, Department of Radiation Oncology May 2010 - August 2010
Skills
Microsoft Office, Public Speaking, Data Analysis, Project Coordination, Research, Clinical Research, PowerPoint, Microsoft Excel, Project Management, Time Management, Marketing, Management, Microsoft Word, Leadership, Customer Service
Education
University of Pittsburgh 2008 — 2012
Bachelor of Science (BS), Finance & Chemistry
Shivraj Vibhute Shivraj Vibhute's UBS Experience July 2012 - June 2015
Job Business Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
UBS July 2012 - June 2015
UBS April 2011 - June 2012
JP Morgan Chase August 2009 - March 2011
Infosys April 2006 - August 2009
UBS Investment Bank 2006 - August 2009
Skills
Oracle, Informatica, Microsoft CRM, Equities, Data Warehousing, Business Analysis, Requirements Gathering, Change Management, Data Governance, Reference Data, Requirements Analysis, SDLC, Derivatives, Analysis, Databases, ETL, Data Analysis, Microsoft SQL Server, Trading Systems, Unix, Expectations Management, Data Quality, Equity Derivatives, Equity Trading, Corporate Actions
Education
University of Pune 2001 — 2005
B.E., Electronics and Telecommunication
B.H.E.L Secondary School 1990 — 1999
Bank of America Merrill Lynch July 2015 - Present
UBS July 2012 - June 2015
UBS April 2011 - June 2012
JP Morgan Chase August 2009 - March 2011
Infosys April 2006 - August 2009
UBS Investment Bank 2006 - August 2009
Skills
Oracle, Informatica, Microsoft CRM, Equities, Data Warehousing, Business Analysis, Requirements Gathering, Change Management, Data Governance, Reference Data, Requirements Analysis, SDLC, Derivatives, Analysis, Databases, ETL, Data Analysis, Microsoft SQL Server, Trading Systems, Unix, Expectations Management, Data Quality, Equity Derivatives, Equity Trading, Corporate Actions
Education
University of Pune 2001 — 2005
B.E., Electronics and Telecommunication
B.H.E.L Secondary School 1990 — 1999
Dr. Thomas Blumer, D. B. A. Dr. Thomas Blumer, D. B. A.'s UBS Experience 1994 - June 2000
Job Director Knowledge Management at QAD
Industry Computer Software
Experience
QAD July 2009 - Present
HP Software January 2008 - April 2009
HP Software February 2007 - January 2008
Mercury Interactive June 2000 - February 2007
UBS 1994 - June 2000
Skills
APICS - Basics of..., APICS - Certified in..., Knowledge Management, Business Analysis, Project Management, CRM, Strategic Planning, Mergers, Web 2.0, Problem Management, Demand Management, Social Skills, Organizational Learning, Enterprise Software, SaaS, Cloud Computing, Program Management, Integration, APICS, Basics of Supply Chain..., IT Service Management, PMP, Professional Services, Software Documentation, Business Process, Process Improvement, ERP, Strategy, Management, Leadership, IT Strategy, Business Intelligence, Software Project..., Business Process..., Project Portfolio..., Information Technology, Mergers
Education
University of Phoenix 2006 — 2011
D. B. A., Doctor in Business Administration
University of Phoenix 2004 — 2006
MBA, Technology Management
QAD July 2009 - Present
HP Software January 2008 - April 2009
HP Software February 2007 - January 2008
Mercury Interactive June 2000 - February 2007
UBS 1994 - June 2000
Skills
APICS - Basics of..., APICS - Certified in..., Knowledge Management, Business Analysis, Project Management, CRM, Strategic Planning, Mergers, Web 2.0, Problem Management, Demand Management, Social Skills, Organizational Learning, Enterprise Software, SaaS, Cloud Computing, Program Management, Integration, APICS, Basics of Supply Chain..., IT Service Management, PMP, Professional Services, Software Documentation, Business Process, Process Improvement, ERP, Strategy, Management, Leadership, IT Strategy, Business Intelligence, Software Project..., Business Process..., Project Portfolio..., Information Technology, Mergers
Education
University of Phoenix 2006 — 2011
D. B. A., Doctor in Business Administration
University of Phoenix 2004 — 2006
MBA, Technology Management
Allison Kenny Allison Kenny's UBS Experience 2005 - 2006
Job Account Executive at LF Accessories (Division of Li&Fung USA)
Industry Apparel & Fashion
Experience
LF USA (A Li & Fung Company) July 2012 - Present
Icon Eyewear Inc. November 2007 - July 2012
Bloomingdale's May 2006 - August 2007
UBS 2005 - 2006
Skills
Apparel, Fashion, Merchandising, Sales Management, Styling, Trend, Trend Analysis
Education
University of Rhode Island 2003 — 2007
Bachelor of Arts (BA), Communication and Media Studies
Lorenzo de' Medici University
LF USA (A Li & Fung Company) July 2012 - Present
Icon Eyewear Inc. November 2007 - July 2012
Bloomingdale's May 2006 - August 2007
UBS 2005 - 2006
Skills
Apparel, Fashion, Merchandising, Sales Management, Styling, Trend, Trend Analysis
Education
University of Rhode Island 2003 — 2007
Bachelor of Arts (BA), Communication and Media Studies
Lorenzo de' Medici University
Manohar Suryavanshi Manohar Suryavanshi's UBS Experience January 2004 - November 2004
Job Founder at Global Data Management Inc
Industry Financial Services
Experience
AT&T March 2014 - Present
Global Data Management Inc February 2008 - Present
JPMorgan Chase October 2012 - February 2014
Citi August 2010 - September 2012
Bank of America July 2005 - August 2010
AIT Global Inc. January 2002 - July 2008
Freddie Mac December 2004 - August 2005
UBS January 2004 - November 2004
New York Life June 2002 - December 2003
JP Morgan Chase November 2001 - June 2002
Skills
Sybase, JMS, Spring, SOA, Oracle, Core Java, Unix, Java, EJB, Oracle Coherence, Credit Derivatives, Interest Rate..., Risk Management, JMX, Oracle Streams, XSD, FpML, Gemfire, C, C++, Grid Computing, Web Logic, Websphere, CVA, TIBCO EMS, RV, Oracle SQL, Distributed..., SQL Server, Risk Aggregation, Cross-Product Trade..., P&L, e-trading platforms, Big Data, Cassandra, Hadoop, Apache ZooKeeper
Education
College of Engineering Pune University 1994 — 1998
Bachelor of Engineering (B.E.)
University of Pune
Diploma in Advance Computing
AT&T March 2014 - Present
Global Data Management Inc February 2008 - Present
JPMorgan Chase October 2012 - February 2014
Citi August 2010 - September 2012
Bank of America July 2005 - August 2010
AIT Global Inc. January 2002 - July 2008
Freddie Mac December 2004 - August 2005
UBS January 2004 - November 2004
New York Life June 2002 - December 2003
JP Morgan Chase November 2001 - June 2002
Skills
Sybase, JMS, Spring, SOA, Oracle, Core Java, Unix, Java, EJB, Oracle Coherence, Credit Derivatives, Interest Rate..., Risk Management, JMX, Oracle Streams, XSD, FpML, Gemfire, C, C++, Grid Computing, Web Logic, Websphere, CVA, TIBCO EMS, RV, Oracle SQL, Distributed..., SQL Server, Risk Aggregation, Cross-Product Trade..., P&L, e-trading platforms, Big Data, Cassandra, Hadoop, Apache ZooKeeper
Education
College of Engineering Pune University 1994 — 1998
Bachelor of Engineering (B.E.)
University of Pune
Diploma in Advance Computing
Vincent Criscuolo Vincent Criscuolo's UBS Experience August 2012 - August 2012
Job Investment Banking Summer Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan June 2015 - Present
The Wharton School 2014 - Present
The Wharton School September 2014 - Present
Manning & Napier June 2014 - August 2014
SAT/ACT Tutor May 2013 - August 2013
UBS August 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, Spanish, Research, Event Planning, Social Media, Higher Education, Editing, SPSS, Facebook, Data Analysis, Fundraising
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's Degree
Pittsford Mendon High School 2010 — 2013
J.P. Morgan June 2015 - Present
The Wharton School 2014 - Present
The Wharton School September 2014 - Present
Manning & Napier June 2014 - August 2014
SAT/ACT Tutor May 2013 - August 2013
UBS August 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, Spanish, Research, Event Planning, Social Media, Higher Education, Editing, SPSS, Facebook, Data Analysis, Fundraising
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's Degree
Pittsford Mendon High School 2010 — 2013
Lauren Zane Lauren Zane's UBS Experience September 2000 - November 2005
Job Human Resources Director
Industry Financial Services
Experience
ERG Asset Management LLC November 2005 - Present
UBS September 2000 - November 2005
Cannondale May 1996 - October 2000
Skills
Recruiting, Management, Payroll, Onboarding, Human Resources, Employee Relations, Employee Training, Employee Benefits, Business Development, Start-ups, HRIS, Interviews, Insurance, Talent Management, Performance Management, Team Building, Financial Analysis, Microsoft Excel, Strategic Planning, Finance
Education
University of Phoenix
ERG Asset Management LLC November 2005 - Present
UBS September 2000 - November 2005
Cannondale May 1996 - October 2000
Skills
Recruiting, Management, Payroll, Onboarding, Human Resources, Employee Relations, Employee Training, Employee Benefits, Business Development, Start-ups, HRIS, Interviews, Insurance, Talent Management, Performance Management, Team Building, Financial Analysis, Microsoft Excel, Strategic Planning, Finance
Education
University of Phoenix
Hector Sueiro Hector Sueiro's UBS Experience January 1985 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS January 1985 - Present
Skills
Capital Markets, Financial Services, Risk Management, Corporate Finance, Due Diligence, Trading Systems, Bonds, FINRA, Structured Products, Private Banking, Investment Management, Financial Markets, Wealth Management..., Derivatives, Mergers & Acquisitions
Education
Interamerican University 1984 — 1987
Master of Business Administration (MBA), Finance
University of Puerto Rico-Rio Piedras 1977 — 1981
Bachelor's Degree, Economics
UBS January 1985 - Present
Skills
Capital Markets, Financial Services, Risk Management, Corporate Finance, Due Diligence, Trading Systems, Bonds, FINRA, Structured Products, Private Banking, Investment Management, Financial Markets, Wealth Management..., Derivatives, Mergers & Acquisitions
Education
Interamerican University 1984 — 1987
Master of Business Administration (MBA), Finance
University of Puerto Rico-Rio Piedras 1977 — 1981
Bachelor's Degree, Economics
Bryan Whalen's UBS Experience May 2012 - August 2012
Job Technology Solutions Associate at Grant Thornton LLP
Industry Computer Software
Experience
Grant Thornton LLP June 2014 - Present
Snow Capital Management L.P. May 2013 - August 2013
UBS May 2012 - August 2012
Alexander's Athletic Club August 2009 - August 2011
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science (B.S.), Finance, General, Senior
Pine-Richland High School 2006 — 2010
Grant Thornton LLP June 2014 - Present
Snow Capital Management L.P. May 2013 - August 2013
UBS May 2012 - August 2012
Alexander's Athletic Club August 2009 - August 2011
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science (B.S.), Finance, General, Senior
Pine-Richland High School 2006 — 2010
Hans Riefkohl Hans Riefkohl's UBS Experience June 2010 - August 2010
Job Law Clerk at Fiddler González & Rodríguez
Industry Law Practice
Experience
Fiddler González & Rodríguez June 2014 - Present
Deloitte July 2012 - July 2013
Deloitte June 2011 - August 2011
UBS June 2010 - August 2010
Inteligencia Economica Inc. June 2009 - July 2010
U.S. House of Representatives June 2007 - August 2007
U.S. House of Representatives June 2006 - July 2006
Skills
Financial Accounting, Internal Controls, Economic Policy, Public Affairs, Business Process..., Access, Financial Analysis
Education
University of Puerto Rico School of Law 2013 — 2016
Juris Doctor (J.D.)
Villanova University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fiddler González & Rodríguez June 2014 - Present
Deloitte July 2012 - July 2013
Deloitte June 2011 - August 2011
UBS June 2010 - August 2010
Inteligencia Economica Inc. June 2009 - July 2010
U.S. House of Representatives June 2007 - August 2007
U.S. House of Representatives June 2006 - July 2006
Skills
Financial Accounting, Internal Controls, Economic Policy, Public Affairs, Business Process..., Access, Financial Analysis
Education
University of Puerto Rico School of Law 2013 — 2016
Juris Doctor (J.D.)
Villanova University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Vito Milano's UBS Experience 2001 - 2006
Job President at Valencia Advisors
Industry Financial Services
Experience
Valencia Advisors November 2009 - Present
Evolution Capital Management June 2007 - September 2010
UBS 2001 - 2006
Bankers Trust 1990 - 1994
Skills
Business Development, FINRA, Trading, Electronic Trading, Capital Markets, Derivatives, Marketing, Wealth Management, Financial Advisory, Asset Allocation, Options, Emerging Markets, Bloomberg, Fixed Annuities, Management, Alternative Investments, Capital, Fixed Income, Investment Strategies, Investment Advisory, Project Management, Investments, Hedge Funds, Asset Management
Education
University of Pennsylvania - The Wharton School 1987 — 1990
B.S., Finance & Entrepreneurial Management
Valencia Advisors November 2009 - Present
Evolution Capital Management June 2007 - September 2010
UBS 2001 - 2006
Bankers Trust 1990 - 1994
Skills
Business Development, FINRA, Trading, Electronic Trading, Capital Markets, Derivatives, Marketing, Wealth Management, Financial Advisory, Asset Allocation, Options, Emerging Markets, Bloomberg, Fixed Annuities, Management, Alternative Investments, Capital, Fixed Income, Investment Strategies, Investment Advisory, Project Management, Investments, Hedge Funds, Asset Management
Education
University of Pennsylvania - The Wharton School 1987 — 1990
B.S., Finance & Entrepreneurial Management
Michael Barlettano Michael Barlettano's UBS Experience February 2007 - October 2008
Job Vice President of Markets at Garden State Securities
Industry Financial Services
Experience
Garden State Securities February 2014 - Present
UBS February 2007 - October 2008
Citi June 2004 - February 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Equities, Corporate Finance, Banking, Asset Management, Financial Modeling, Financial Services, Risk Management, Trading, Credit Derivatives, Swaps, Portfolio Management, Fixed Income
Education
University of Richmond 2000 — 2004
BSBA, Honors Economics, Finance
Pontifical University - Rome, Italy 2002 — 2002
Garden State Securities February 2014 - Present
UBS February 2007 - October 2008
Citi June 2004 - February 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Equities, Corporate Finance, Banking, Asset Management, Financial Modeling, Financial Services, Risk Management, Trading, Credit Derivatives, Swaps, Portfolio Management, Fixed Income
Education
University of Richmond 2000 — 2004
BSBA, Honors Economics, Finance
Pontifical University - Rome, Italy 2002 — 2002
Blake Dailey's UBS Experience June 2011 - August 2011
Job IT Support Specialist
Industry Information Technology and Services
Experience
The HelpDesk Company July 2014 - Present
University of Richmond January 2010 - June 2013
Henrico Economic Development Authority June 2012 - August 2012
UBS June 2011 - August 2011
Skills
Microsoft Certified..., Windows 7, Windows 8.1, Windows Vista, CompTIA A+ Certification, Office 365, Mac OS, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Adobe Creative Suite, The Mortgage Office, Windows XP Pro, Linux, Linux Desktop, Computer Hardware, Computer Maintenance
Education
University of Richmond 2009 — 2013
B.S.B.A., Business Administration (Finance, International Business)
The HelpDesk Company July 2014 - Present
University of Richmond January 2010 - June 2013
Henrico Economic Development Authority June 2012 - August 2012
UBS June 2011 - August 2011
Skills
Microsoft Certified..., Windows 7, Windows 8.1, Windows Vista, CompTIA A+ Certification, Office 365, Mac OS, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Adobe Creative Suite, The Mortgage Office, Windows XP Pro, Linux, Linux Desktop, Computer Hardware, Computer Maintenance
Education
University of Richmond 2009 — 2013
B.S.B.A., Business Administration (Finance, International Business)
Craig Emmert Craig Emmert's UBS Experience January 2008 - July 2008
Job Attorney
Industry Law Practice
Experience
Burns White LLC February 2013 - June 2014
Lawrence D. Brudy & Associates September 2012 - February 2013
Turner Oil & Gas Properties January 2012 - September 2012
DPS, Penn October 2011 - January 2012
Brennan Robins & Daley P.C. May 2009 - April 2011
UBS January 2008 - July 2008
Allegheny Petroleum Products Company June 2004 - August 2005
Skills
Legal Research, Property Law, Management, Energy, Title Opinions, Mineral Rights, Civil Litigation, Contract Law, Legal Writing, Contract Negotiation
Education
University of Pittsburgh School of Law 2008 — 2011
J.D.
Washington and Jefferson College 2003 — 2007
B.A., Economics
Burns White LLC February 2013 - June 2014
Lawrence D. Brudy & Associates September 2012 - February 2013
Turner Oil & Gas Properties January 2012 - September 2012
DPS, Penn October 2011 - January 2012
Brennan Robins & Daley P.C. May 2009 - April 2011
UBS January 2008 - July 2008
Allegheny Petroleum Products Company June 2004 - August 2005
Skills
Legal Research, Property Law, Management, Energy, Title Opinions, Mineral Rights, Civil Litigation, Contract Law, Legal Writing, Contract Negotiation
Education
University of Pittsburgh School of Law 2008 — 2011
J.D.
Washington and Jefferson College 2003 — 2007
B.A., Economics
Mackenzie Judson Mackenzie Judson's UBS Experience December 2012 - June 2013
Job Manager at Mike's Organic Delivery
Industry Food & Beverages
Experience
Mike's Organic Delivery May 2014 - Present
National Land Partners, LLC June 2013 - January 2014
UBS December 2012 - June 2013
Financial Tracking Technologies, LLC October 2012 - November 2012
Legg Mason January 2012 - April 2012
Skills
Business Development, Customer Service, CRM, Sales, Microsoft Excel, Data Analysis, PowerPoint, Financial Services, Wealth Management, Finance
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Finance, Marketing
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2009 — 2009
Finance and Marketing
Brunswick School
Mike's Organic Delivery May 2014 - Present
National Land Partners, LLC June 2013 - January 2014
UBS December 2012 - June 2013
Financial Tracking Technologies, LLC October 2012 - November 2012
Legg Mason January 2012 - April 2012
Skills
Business Development, Customer Service, CRM, Sales, Microsoft Excel, Data Analysis, PowerPoint, Financial Services, Wealth Management, Finance
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Finance, Marketing
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2009 — 2009
Finance and Marketing
Brunswick School
Caroline Gaeta Caroline Gaeta's UBS Experience June 2013 - August 2013
Job Internal Consulting Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2015 - Present
TD Ameritrade June 2014 - June 2015
UBS June 2013 - August 2013
New York Life Insurance Company May 2012 - August 2012
Matrix Asset Advisors, Inc. May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Investments, PowerPoint, Financial Modeling, Access, Data Analysis, Economics, Bloomberg Terminal, Bloomberg
Education
University of Richmond 2010 — 2014
Bachelor of Science in Business Administration, Economics Concentration
TD Ameritrade July 2015 - Present
TD Ameritrade June 2014 - June 2015
UBS June 2013 - August 2013
New York Life Insurance Company May 2012 - August 2012
Matrix Asset Advisors, Inc. May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Investments, PowerPoint, Financial Modeling, Access, Data Analysis, Economics, Bloomberg Terminal, Bloomberg
Education
University of Richmond 2010 — 2014
Bachelor of Science in Business Administration, Economics Concentration
McKenzie Carson McKenzie Carson's UBS Experience May 2010 - July 2010
Job Associate at Hunton & Williams LLP
Industry Law Practice
Experience
Hunton & Williams LLP September 2013 - Present
Hunton & Williams LLP May 2012 - July 2012
Virginia Office of the Attorney General May 2011 - July 2011
UBS May 2010 - July 2010
Education
University of Richmond School of Law 2010 — 2013
Juris Doctor, Magna Cum Laude
Wofford College 2006 — 2010
Bachelor of Arts (B.A.), Economics and Spanish, Magna Cum Laude
St. Mary's Episcopal School 1992 — 2006
Hunton & Williams LLP September 2013 - Present
Hunton & Williams LLP May 2012 - July 2012
Virginia Office of the Attorney General May 2011 - July 2011
UBS May 2010 - July 2010
Education
University of Richmond School of Law 2010 — 2013
Juris Doctor, Magna Cum Laude
Wofford College 2006 — 2010
Bachelor of Arts (B.A.), Economics and Spanish, Magna Cum Laude
St. Mary's Episcopal School 1992 — 2006
Steve Lung Steve Lung's UBS Experience December 2004 - November 2009
Job Monitor at Marion Street Elementary School
Industry Financial Services
Experience
Marion Street Elementary School November 2012 - Present
Prime Brokerage International April 2008 - November 2009
UBS December 2004 - November 2009
Prime Brokerage Domestic December 2004 - April 2008
Credit Suisse First Boston, LLC August 2001 - December 2004
Goldman, Sachs & Co April 2000 - August 2001
Bear Stearns & Co. Inc May 1996 - April 2000
Skills
Equities, Hedge Funds, Options, Securities, Trading, Risk Management, Prime Brokerage, Financial Risk, Securities Lending, Settlement
Education
University of Rhode Island 1990 — 1991
University of Rhode Island 1990 — 1991
New York Institute of Finance
Marion Street Elementary School November 2012 - Present
Prime Brokerage International April 2008 - November 2009
UBS December 2004 - November 2009
Prime Brokerage Domestic December 2004 - April 2008
Credit Suisse First Boston, LLC August 2001 - December 2004
Goldman, Sachs & Co April 2000 - August 2001
Bear Stearns & Co. Inc May 1996 - April 2000
Skills
Equities, Hedge Funds, Options, Securities, Trading, Risk Management, Prime Brokerage, Financial Risk, Securities Lending, Settlement
Education
University of Rhode Island 1990 — 1991
University of Rhode Island 1990 — 1991
New York Institute of Finance
Michael Carruthers's UBS Experience September 1996 - November 2009
Job Trader
Industry Financial Services
Experience
World Trade Financial Group November 2011 - Present
UBS September 1996 - November 2009
SELCO Ltd February 1996 - September 1996
Pink Elephant August 1995 - February 1996
Skills
Business Analysis, Equities, Investment Banking, Fixed Income, Hedge Funds, Project Management, Market Data, Analysis, Management, Corporate Finance, Budgets, Finance, Project Planning, Financial Markets, Electronic Trading, Trading Systems, Private Equity, Trading, Derivatives, Options, Bloomberg
Education
The University of Reading 1994 — 1995
MA, European Studies
University of Sunderland 1990 — 1994
Bachelor of Business Administration (BBA)
World Trade Financial Group November 2011 - Present
UBS September 1996 - November 2009
SELCO Ltd February 1996 - September 1996
Pink Elephant August 1995 - February 1996
Skills
Business Analysis, Equities, Investment Banking, Fixed Income, Hedge Funds, Project Management, Market Data, Analysis, Management, Corporate Finance, Budgets, Finance, Project Planning, Financial Markets, Electronic Trading, Trading Systems, Private Equity, Trading, Derivatives, Options, Bloomberg
Education
The University of Reading 1994 — 1995
MA, European Studies
University of Sunderland 1990 — 1994
Bachelor of Business Administration (BBA)
Shiraz Allidina's UBS Experience June 1995 - July 1996
Job Advisor to TPG Special Situations Partners
Industry Real Estate
Experience
TPG Special Situations Partners February 2015 - Present
Bridgeway Partners, LLC December 2011 - Present
GMO October 2008 - June 2010
D. B. Zwirn & Co. July 2007 - July 2008
Miletus Capital March 2006 - February 2007
CapitalSource July 2000 - September 2005
Farallon Capital Management LLC July 1997 - June 2000
UBS June 1995 - July 1996
Skills
Mezzanine, Asset Managment, Investments, Valuation, Real Estate Economics, CMBS, Equities, Financial Modeling, Private Equity, Due Diligence, Portfolio Management, Hedge Funds, Capital Markets, Financial Structuring, Structured Finance, Financial Analysis, Real Estate Financing, Corporate Finance, Alternative Investments, Fixed Income, Finance, Real Estate, Credit, Commercial Real Estate
Education
University of Pennsylvania - The Wharton School 1992 — 1997
Bachelor's Degree
TPG Special Situations Partners February 2015 - Present
Bridgeway Partners, LLC December 2011 - Present
GMO October 2008 - June 2010
D. B. Zwirn & Co. July 2007 - July 2008
Miletus Capital March 2006 - February 2007
CapitalSource July 2000 - September 2005
Farallon Capital Management LLC July 1997 - June 2000
UBS June 1995 - July 1996
Skills
Mezzanine, Asset Managment, Investments, Valuation, Real Estate Economics, CMBS, Equities, Financial Modeling, Private Equity, Due Diligence, Portfolio Management, Hedge Funds, Capital Markets, Financial Structuring, Structured Finance, Financial Analysis, Real Estate Financing, Corporate Finance, Alternative Investments, Fixed Income, Finance, Real Estate, Credit, Commercial Real Estate
Education
University of Pennsylvania - The Wharton School 1992 — 1997
Bachelor's Degree
Richard Samuelson's UBS Experience 1992 - 2006
Job Independent Investment Banking Professional
Industry Investment Banking
Experience
UBS Investment Bank 1992 - 2006
UBS 1992 - 2006
Skills
Hedge Funds, Emerging Markets, Investment Banking, Equities, Capital Markets, Alternative Investments, Private Equity
Education
University of Pennsylvania - The Wharton School 1983 — 1985
UBS Investment Bank 1992 - 2006
UBS 1992 - 2006
Skills
Hedge Funds, Emerging Markets, Investment Banking, Equities, Capital Markets, Alternative Investments, Private Equity
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Elil Arulraj's UBS Experience January 2007 - May 2012
Job VP at JP Morgan Chase
Industry Banking
Experience
JPMorgan Chase May 2012 - Present
UBS January 2007 - May 2012
AIG October 2005 - January 2007
American Standard January 2001 - October 2005
Intergraph 1993 - 1998
Rolta 1990 - 1993
Skills
Network Security, CISSP, Security, Data Center, Disaster Recovery, Vulnerability Management, Firewalls, Cisco Technologies, ITIL, Vendor Management, IT Management, Information Security, Network Administration, Networking, Juniper, Information Security..., Juniper Technologies
Education
University of Pune 1984 — 1989
BE
Wilson College 1982 — 1984
HSC
South Indian Welfare Society 1972 — 1982
SSC
JPMorgan Chase May 2012 - Present
UBS January 2007 - May 2012
AIG October 2005 - January 2007
American Standard January 2001 - October 2005
Intergraph 1993 - 1998
Rolta 1990 - 1993
Skills
Network Security, CISSP, Security, Data Center, Disaster Recovery, Vulnerability Management, Firewalls, Cisco Technologies, ITIL, Vendor Management, IT Management, Information Security, Network Administration, Networking, Juniper, Information Security..., Juniper Technologies
Education
University of Pune 1984 — 1989
BE
Wilson College 1982 — 1984
HSC
South Indian Welfare Society 1972 — 1982
SSC
Yisun Cheng's UBS Experience November 2005 - March 2007
Job General Manager (CEO) at UBS Securities Co., Ltd
Industry Financial Services
Experience
UBS Securities Co., Ltd August 2012 - Present
China Investment Corporation June 2008 - July 2012
Invariant Capital Management LLC August 2007 - September 2010
UBS November 2005 - March 2007
UBS February 2002 - November 2005
UBS January 2001 - February 2002
Perot Systems/UBS 1996 - 2001
Perot Systems January 1996 - December 2000
Swiss Bank Corporation May 1994 - January 1996
WMI April 1990 - April 1994
Skills
Business Planning
Education
University of Pittsburgh 1985 — 1988
PhD, Chemical Engineering
UBS Securities Co., Ltd August 2012 - Present
China Investment Corporation June 2008 - July 2012
Invariant Capital Management LLC August 2007 - September 2010
UBS November 2005 - March 2007
UBS February 2002 - November 2005
UBS January 2001 - February 2002
Perot Systems/UBS 1996 - 2001
Perot Systems January 1996 - December 2000
Swiss Bank Corporation May 1994 - January 1996
WMI April 1990 - April 1994
Skills
Business Planning
Education
University of Pittsburgh 1985 — 1988
PhD, Chemical Engineering
Kevin McGuire, PMP's UBS Experience April 2006 - October 2007
Job Project Manager at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
GPM Consultants April 2012 - Present
Bank of Tokyo-Mitsubishi UFJ August 2012 - Present
Credit Suisse October 2007 - March 2012
UBS April 2006 - October 2007
Morgan Stanley October 2001 - September 2006
Deutsche Bank 2000 - 2001
JPMorgan Chase 1998 - 2000
Morgan Stanley Trust Company 1993 - 1998
Lehman Brothers 1992 - 1993
Lehman Brothers 1992 - 1993
Skills
Business Analysis, Banking, Change Management, Financial Risk, Management, Derivatives, Investment Banking, Strategy, Fixed Income, Analysis, Securities, Business Process, Back Office, Prime Brokerage, Financial Services
Education
University of Rhode Island 1989 — 1992
BA, Economics
GPM Consultants April 2012 - Present
Bank of Tokyo-Mitsubishi UFJ August 2012 - Present
Credit Suisse October 2007 - March 2012
UBS April 2006 - October 2007
Morgan Stanley October 2001 - September 2006
Deutsche Bank 2000 - 2001
JPMorgan Chase 1998 - 2000
Morgan Stanley Trust Company 1993 - 1998
Lehman Brothers 1992 - 1993
Lehman Brothers 1992 - 1993
Skills
Business Analysis, Banking, Change Management, Financial Risk, Management, Derivatives, Investment Banking, Strategy, Fixed Income, Analysis, Securities, Business Process, Back Office, Prime Brokerage, Financial Services
Education
University of Rhode Island 1989 — 1992
BA, Economics
A Jay Huber's UBS Experience 1997 - 2001
Job Managing Director at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. September 2011 - Present
Access Securities October 2001 - September 2011
J. N. Industries, Inc. 1991 - 2011
UBS 1997 - 2001
UBS 1997 - 2001
Skills
Series 7, Hedge Funds, Bloomberg, Equities, Options, Trading, Derivatives, Securities, Series 63, Portfolio Management
Education
University of Richmond 1982 — 1986
Bachelor of Science
Oppenheimer & Co. September 2011 - Present
Access Securities October 2001 - September 2011
J. N. Industries, Inc. 1991 - 2011
UBS 1997 - 2001
UBS 1997 - 2001
Skills
Series 7, Hedge Funds, Bloomberg, Equities, Options, Trading, Derivatives, Securities, Series 63, Portfolio Management
Education
University of Richmond 1982 — 1986
Bachelor of Science
Michelle Zagorski's UBS Experience November 2008 - July 2012
Job Ernst & Young, Advisory, Financial Services Office
Industry Financial Services
Experience
EY March 2015 - Present
Lazard Asset Management July 2012 - March 2015
UBS November 2008 - July 2012
Morgan Stanley July 2005 - April 2007
Skills
Fixed Income, Series 7, Series 63, Wealth Management, Asset Managment, Bonds, Series 31, Series 66, Compliance, Alternative Investments, Asset Management, Derivatives, Equities, Equity Trading, FINRA, Hedge Funds, Investments, Portfolio Management, Securities, Structured Products, Trading, Trading Systems, Uniform Combined State..., Capital Markets, Bloomberg, Financial Services
Education
University of Richmond - Robins School of Business 1999 — 2005
Bachelor of Business Administration (BBA), Finance, Mathematics
Cox High School
EY March 2015 - Present
Lazard Asset Management July 2012 - March 2015
UBS November 2008 - July 2012
Morgan Stanley July 2005 - April 2007
Skills
Fixed Income, Series 7, Series 63, Wealth Management, Asset Managment, Bonds, Series 31, Series 66, Compliance, Alternative Investments, Asset Management, Derivatives, Equities, Equity Trading, FINRA, Hedge Funds, Investments, Portfolio Management, Securities, Structured Products, Trading, Trading Systems, Uniform Combined State..., Capital Markets, Bloomberg, Financial Services
Education
University of Richmond - Robins School of Business 1999 — 2005
Bachelor of Business Administration (BBA), Finance, Mathematics
Cox High School
Chris Seymour, PMP's UBS Experience November 2004 - January 2015
Job Consultant IT Infrastructure
Industry Information Technology and Services
Experience
UBS November 2004 - January 2015
Prudential Financial 2001 - 2004
Analysts International July 1999 - December 2001
Novartis 1998 - 1999
Ciba-Geigy June 1991 - June 1993
JP Morgan 1989 - 1991
Howard Systems International 1988 - 1990
Chubb 1987 - 1989
AT&T 1986 - 1989
Bristol-Myers Squibb January 1987 - December 1988
Skills
Business Intelligence, Informatica, ITIL, PMP, SDLC, Solaris, AIX, Business Analysis, IT Management, Vendor Management, ETL, Requirements Analysis, Integration, Enterprise Architecture, Management, Business Objects, Software Project..., Data Integration, Six Sigma, IBM AIX, Cloud Computing, Rackspace Cloud
Education
University of Portsmouth 1977 — 1981
BSc (Honors), Computer Science
UBS November 2004 - January 2015
Prudential Financial 2001 - 2004
Analysts International July 1999 - December 2001
Novartis 1998 - 1999
Ciba-Geigy June 1991 - June 1993
JP Morgan 1989 - 1991
Howard Systems International 1988 - 1990
Chubb 1987 - 1989
AT&T 1986 - 1989
Bristol-Myers Squibb January 1987 - December 1988
Skills
Business Intelligence, Informatica, ITIL, PMP, SDLC, Solaris, AIX, Business Analysis, IT Management, Vendor Management, ETL, Requirements Analysis, Integration, Enterprise Architecture, Management, Business Objects, Software Project..., Data Integration, Six Sigma, IBM AIX, Cloud Computing, Rackspace Cloud
Education
University of Portsmouth 1977 — 1981
BSc (Honors), Computer Science
Michael Barlettano's UBS Experience February 2007 - October 2008
Job Trader at BGC
Industry Investment Banking
Experience
BGC October 2008 - Present
UBS February 2007 - October 2008
Education
University of Richmond
BGC October 2008 - Present
UBS February 2007 - October 2008
Education
University of Richmond
Ron Fusillo's UBS Experience 2003 - Present
Job Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank September 2007 - Present
UBS 2003 - Present
UBS Financial Services Inc January 1997 - August 2007
UBS Wealth Management 1997 - 2007
Paine Webber 1977 - 2002
Skills
Equities, Fixed Income, Securities, Capital Markets, Asset Managment, Risk Management, Hedge Funds, Derivatives, Investments, Wealth Management, Portfolio Management, Trading, Mutual Funds, Investment Banking, FX Options, Vendor Management, Change Management, Financial Services, Financial Analysis, Strategic Financial...
Education
Univerisity of Rockville 1999 — 2000
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wharton School of Business 1997 — 1997
Banking, Corporate, Finance, and Securities Law
UBS Investment Bank September 2007 - Present
UBS 2003 - Present
UBS Financial Services Inc January 1997 - August 2007
UBS Wealth Management 1997 - 2007
Paine Webber 1977 - 2002
Skills
Equities, Fixed Income, Securities, Capital Markets, Asset Managment, Risk Management, Hedge Funds, Derivatives, Investments, Wealth Management, Portfolio Management, Trading, Mutual Funds, Investment Banking, FX Options, Vendor Management, Change Management, Financial Services, Financial Analysis, Strategic Financial...
Education
Univerisity of Rockville 1999 — 2000
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wharton School of Business 1997 — 1997
Banking, Corporate, Finance, and Securities Law
Greg Holbrook, CIMA®'s UBS Experience March 1997 - Present
Job Senior Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS March 1997 - Present
Education
University of Rhode Island 1979 — 1983
Bachelor's Degree, Business Administration
UBS March 1997 - Present
Education
University of Rhode Island 1979 — 1983
Bachelor's Degree, Business Administration
Heather Incalcatera's UBS Experience August 1998 - September 1999
Job Independent Marketing Consultant
Industry Marketing and Advertising
Experience
HAI Consulting August 2013 - Present
Blink Marketing April 2012 - September 2013
Canine Company November 2009 - October 2011
Turbine (formerly VGS Creative) March 2003 - October 2009
Fleming & Roskelly September 2001 - August 2002
Arnold Worldwide October 1999 - July 2001
UBS August 1998 - September 1999
Skills
Project Execution, Event Planning, Media Buying, Media Planning, Client Services, Account Management, Budgeting, Production Management, Proofreading, Scheduling, TV production, Radio Production, Online Advertising, Brand Communication, Creative Strategy, Creative Briefs, Vendor Management, Teamwork, Attention To Detail, Creative Direction, Budgets, Project Management, Integrated Marketing, Copywriting, Direct Marketing, Brand Development, Digital Media, Advertising, Interactive Marketing, Direct Mail, Email Marketing, Digital Strategy
Education
University of Rhode Island - College of Business Administration
Finance
University of Wollongong
International Finance
HAI Consulting August 2013 - Present
Blink Marketing April 2012 - September 2013
Canine Company November 2009 - October 2011
Turbine (formerly VGS Creative) March 2003 - October 2009
Fleming & Roskelly September 2001 - August 2002
Arnold Worldwide October 1999 - July 2001
UBS August 1998 - September 1999
Skills
Project Execution, Event Planning, Media Buying, Media Planning, Client Services, Account Management, Budgeting, Production Management, Proofreading, Scheduling, TV production, Radio Production, Online Advertising, Brand Communication, Creative Strategy, Creative Briefs, Vendor Management, Teamwork, Attention To Detail, Creative Direction, Budgets, Project Management, Integrated Marketing, Copywriting, Direct Marketing, Brand Development, Digital Media, Advertising, Interactive Marketing, Direct Mail, Email Marketing, Digital Strategy
Education
University of Rhode Island - College of Business Administration
Finance
University of Wollongong
International Finance
Sam Bennikutty's UBS Experience July 2011 - October 2011
Job Head of Operational Risk Americas & EMEA
Industry Financial Services
Experience
Macquarie Group January 2013 - Present
Deloitte August 2011 - December 2012
North American Electric Reliability Corporation October 2011 - January 2012
Ernst & Young December 2004 - January 2012
UBS July 2011 - October 2011
Bank of America August 2010 - January 2011
Ally Financial Inc. August 2010 - January 2011
Barclays Capital February 2010 - May 2010
Morgan Stanley Smith Barney October 2009 - March 2010
Edison Mission Energy July 2008 - February 2009
Skills
Risk Management, Management Consulting, Financial Risk, Enterprise Risk..., IT Strategy, Business Process..., Business Analysis, Financial Services, Business Transformation, PMO, Due Diligence, Governance, Business Process..., SDLC, Enterprise Architecture, Program Management, Capital Markets, Project Portfolio..., Financial Modeling, Business Process Design
Education
University of Pennsylvania - The Wharton School 2009 — 2010
FINRA Institute
Vanderbilt University 1994 — 1998
B. Eng, Engineering
Macquarie Group January 2013 - Present
Deloitte August 2011 - December 2012
North American Electric Reliability Corporation October 2011 - January 2012
Ernst & Young December 2004 - January 2012
UBS July 2011 - October 2011
Bank of America August 2010 - January 2011
Ally Financial Inc. August 2010 - January 2011
Barclays Capital February 2010 - May 2010
Morgan Stanley Smith Barney October 2009 - March 2010
Edison Mission Energy July 2008 - February 2009
Skills
Risk Management, Management Consulting, Financial Risk, Enterprise Risk..., IT Strategy, Business Process..., Business Analysis, Financial Services, Business Transformation, PMO, Due Diligence, Governance, Business Process..., SDLC, Enterprise Architecture, Program Management, Capital Markets, Project Portfolio..., Financial Modeling, Business Process Design
Education
University of Pennsylvania - The Wharton School 2009 — 2010
FINRA Institute
Vanderbilt University 1994 — 1998
B. Eng, Engineering
Ralph Aldridge's UBS Experience June 1998 - June 2002
Job Principal at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management July 2002 - Present
UBS June 1998 - June 2002
Fidelity Investments June 1993 - August 1997
Education
University of Pennsylvania - The Wharton School 1997 — 1998
Morgan Stanley Investment Management July 2002 - Present
UBS June 1998 - June 2002
Fidelity Investments June 1993 - August 1997
Education
University of Pennsylvania - The Wharton School 1997 — 1998
Chuck Robison email's UBS Experience February 2007 - December 2007
Job Financial Services Professional
Industry Financial Services
Experience
UBS February 2007 - December 2007
McDonald Investment, Inc. March 1995 - February 2007
McDonald Investments 1995 - 2007
McDonald Investments, A KeyCorp Company 1995 - 2007
MCDONALD FINANCIAL GROUP and MCDONALD INVESTMENTS 1995 - 2007
McDonald and Company 1995 - 2007
McDonald Financial Group 1995 - 2007
Education
University of Pittsburgh 1972 — 1976
UBS February 2007 - December 2007
McDonald Investment, Inc. March 1995 - February 2007
McDonald Investments 1995 - 2007
McDonald Investments, A KeyCorp Company 1995 - 2007
MCDONALD FINANCIAL GROUP and MCDONALD INVESTMENTS 1995 - 2007
McDonald and Company 1995 - 2007
McDonald Financial Group 1995 - 2007
Education
University of Pittsburgh 1972 — 1976
Arthur Schmidt's UBS Experience June 1999 - April 2000
Job Securities Compliance Examiner at US Securities & Exchange Commission
Industry Financial Services
Experience
US Securities and Exchange Commission November 2008 - Present
Deloitte & Touche August 2007 - November 2008
US Securities and Exchange Commission January 2004 - August 2007
Asset Alliance April 2000 - December 2002
UBS June 1999 - April 2000
Education
University of Reading 1997 — 1998
MSc, Finance & Investment
The University of Chicago 1990 — 1994
BA, Public Policy Studies, Economics
US Securities and Exchange Commission November 2008 - Present
Deloitte & Touche August 2007 - November 2008
US Securities and Exchange Commission January 2004 - August 2007
Asset Alliance April 2000 - December 2002
UBS June 1999 - April 2000
Education
University of Reading 1997 — 1998
MSc, Finance & Investment
The University of Chicago 1990 — 1994
BA, Public Policy Studies, Economics
norma schwanse's UBS Experience April 1994 - Present
Job Executive Assistant with Client Strategy Office at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. March 2014 - Present
UBS April 1994 - Present
UBS April 1994 - Present
UBS April 1994 - March 2014
Weehawken Board of Education September 1992 - June 1993
Skills
Administrative..., Editing, Financial Analysis, Books, Concur, Travel Arrangements, Microsoft Excel
Education
University of Rhode Island 1986 — 1990
B.S., Elementary Education
UBS Financial Services Inc. March 2014 - Present
UBS April 1994 - Present
UBS April 1994 - Present
UBS April 1994 - March 2014
Weehawken Board of Education September 1992 - June 1993
Skills
Administrative..., Editing, Financial Analysis, Books, Concur, Travel Arrangements, Microsoft Excel
Education
University of Rhode Island 1986 — 1990
B.S., Elementary Education
Joseph Siciliano's UBS Experience 1993 - 2007
Job JSIS Consulting LLC
Industry Management Consulting
Experience
JSIS Consulting September 2009 - Present
Barclays Capital 2009 - 2009
UBS AG 1993 - 2007
UBS 1993 - 2007
Education
University of Rhode Island 1986 — 1993
BA, Communications
JSIS Consulting September 2009 - Present
Barclays Capital 2009 - 2009
UBS AG 1993 - 2007
UBS 1993 - 2007
Education
University of Rhode Island 1986 — 1993
BA, Communications
Rick Ammar's UBS Experience 2005 - 2005
Job Vice President Special Situations Investments
Industry Investment Management
Experience
Family Office Investing 2012 - 2014
Perry Capital 2010 - 2012
Goldman Sachs 2008 - 2010
Morgan Stanley 2007 - 2007
Morgan Stanley 2006 - 2006
UBS 2005 - 2005
Education
University of Pennsylvania - The Wharton School
Bachelor's Degree, Finance
Whitney Young High School
Family Office Investing 2012 - 2014
Perry Capital 2010 - 2012
Goldman Sachs 2008 - 2010
Morgan Stanley 2007 - 2007
Morgan Stanley 2006 - 2006
UBS 2005 - 2005
Education
University of Pennsylvania - The Wharton School
Bachelor's Degree, Finance
Whitney Young High School
Mike Plancey, CFA's UBS Experience July 2010 - September 2011
Job Senior Analyst at NN Investment Partners
Industry Investment Management
Experience
NN Investment Partners (fka ING Investment Management) March 2012 - Present
Strategic Value Partners September 2011 - February 2012
UBS July 2010 - September 2011
Credit Suisse May 2005 - July 2010
Blaylock & Company February 2004 - May 2005
Assured Guaranty January 2003 - January 2004
Merrill Lynch July 1996 - February 2002
Skills
Leveraged Finance, Investments, Bonds, High Yield, Capital Structure, Loans, Credit Analysis, Asset Management, Asset Managment, Bloomberg, Capital Markets, Hedge Funds, Financial Structuring, Credit, Credit Risk, Fixed Income Analysis, Valuation, Fixed Income, Investment Banking, Portfolio Management, Credit Derivatives, Alternative Investments
Education
Wharton School, University of Pennsylvania 1990 — 1994
bse, finance
NN Investment Partners (fka ING Investment Management) March 2012 - Present
Strategic Value Partners September 2011 - February 2012
UBS July 2010 - September 2011
Credit Suisse May 2005 - July 2010
Blaylock & Company February 2004 - May 2005
Assured Guaranty January 2003 - January 2004
Merrill Lynch July 1996 - February 2002
Skills
Leveraged Finance, Investments, Bonds, High Yield, Capital Structure, Loans, Credit Analysis, Asset Management, Asset Managment, Bloomberg, Capital Markets, Hedge Funds, Financial Structuring, Credit, Credit Risk, Fixed Income Analysis, Valuation, Fixed Income, Investment Banking, Portfolio Management, Credit Derivatives, Alternative Investments
Education
Wharton School, University of Pennsylvania 1990 — 1994
bse, finance
Brian Wolpert's UBS Experience 1997 - 1999
Job Capital Markets
Industry Financial Services
Experience
Consulting 2010 - Present
Merrill Lynch 2005 - 2010
GlobeOp 2004 - 2005
UBS 1997 - 1999
Bankers Trust 1988 - 1997
Education
University of Rochester
MBA, Finance, Economics
Consulting 2010 - Present
Merrill Lynch 2005 - 2010
GlobeOp 2004 - 2005
UBS 1997 - 1999
Bankers Trust 1988 - 1997
Education
University of Rochester
MBA, Finance, Economics
Brian Petri's UBS Experience January 2001 - April 2005
Job AIG Consumer Insurance
Industry Insurance
Experience
SunAmerica Retirement Markets January 2015 - Present
The Guardian Life Insurance Company of America October 2012 - January 2015
The Guardian Life Insurance Company of America 2010 - October 2012
AXA Equitable April 2005 - May 2009
UBS January 2001 - April 2005
UBS January 1998 - December 2000
Skills
Fixed Annuities, Marketing Strategy, Marketing, Variable Annuities, Series 6, Creative Writing, Project Management, Life Insurance, Fixed Income Strategies, Annuity Sales, Creative Direction, IRAs, Insurance, Marketing Management, New Business Development, Product Development, Product Marketing, Program Management, Retirement, Sales, Strategic Planning
Education
University of Phoenix 2002 — 2007
Bachelor's degree, Business Administration
SunAmerica Retirement Markets January 2015 - Present
The Guardian Life Insurance Company of America October 2012 - January 2015
The Guardian Life Insurance Company of America 2010 - October 2012
AXA Equitable April 2005 - May 2009
UBS January 2001 - April 2005
UBS January 1998 - December 2000
Skills
Fixed Annuities, Marketing Strategy, Marketing, Variable Annuities, Series 6, Creative Writing, Project Management, Life Insurance, Fixed Income Strategies, Annuity Sales, Creative Direction, IRAs, Insurance, Marketing Management, New Business Development, Product Development, Product Marketing, Program Management, Retirement, Sales, Strategic Planning
Education
University of Phoenix 2002 — 2007
Bachelor's degree, Business Administration
Neil Thalheim's UBS Experience January 1992 - January 1998
Job Owner Thalheim Capital
Industry Capital Markets
Experience
THALHEM CAPITAL LLC January 1998 - Present
UBS January 1992 - January 1998
Education
University of Pennsylvania - The Wharton School 1976 — 1980
Bs, Finance
THALHEM CAPITAL LLC January 1998 - Present
UBS January 1992 - January 1998
Education
University of Pennsylvania - The Wharton School 1976 — 1980
Bs, Finance
Chris Bernard, CFA's UBS Experience 2007 - 2009
Job Partner at Bernard Caroli Wealth Management
Industry Financial Services
Experience
Bernard Caroli Wealth Management 2009 - Present
UBS 2007 - 2009
Lehman Brothers 2004 - 2007
Skills
Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Financial Advisory, Portfolio Management, Retirement, Investments, Hedge Funds, Alternative Investments, Investment Banking, Series 63, Series 7, Asset Management, Equities, Retirement Planning, Financial Services, Strategic Financial..., Investment Strategies, ETFs, Bonds, Fixed Income, Estate Planning, Securities, Due Diligence, FINRA, Series 24, Options, Bloomberg, Trading, Electronic Trading, Investor Relations, Investment Management, Fixed Annuities, Relationship Management, Capital Markets, Private Equity
Education
University of Richmond 2000 — 2004
BSBA, Finance, Maketing
Bernard Caroli Wealth Management 2009 - Present
UBS 2007 - 2009
Lehman Brothers 2004 - 2007
Skills
Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Financial Advisory, Portfolio Management, Retirement, Investments, Hedge Funds, Alternative Investments, Investment Banking, Series 63, Series 7, Asset Management, Equities, Retirement Planning, Financial Services, Strategic Financial..., Investment Strategies, ETFs, Bonds, Fixed Income, Estate Planning, Securities, Due Diligence, FINRA, Series 24, Options, Bloomberg, Trading, Electronic Trading, Investor Relations, Investment Management, Fixed Annuities, Relationship Management, Capital Markets, Private Equity
Education
University of Richmond 2000 — 2004
BSBA, Finance, Maketing
Gareth Stageman's UBS Experience July 2014 - Present
Job Head of IT, UBS Nashville Business Service Center
Industry Information Technology and Services
Experience
UBS July 2014 - Present
Delta Onshore (part of GCCT Assets LLC) November 2013 - Present
Deutsche Bank August 2010 - January 2014
Deutsche Bank July 2004 - November 2010
Deutsche Bank June 2003 - July 2004
Credit Suisse August 2000 - June 2003
Skills
Fixed Income, Trading Systems, Investment Banking, Derivatives, FX Options, Trading, Strategy, Risk Management, Equities, Electronic Trading, IT Strategy, Financial Risk, Credit Derivatives, Software Development, Financial Markets, Governance, Market Risk, Team Building, Team Leadership, Program Management, Business Analysis, Market Data, Capital Markets, Vendor Management, Proprietary Trading, Global Management, Middle Office, Options, Bloomberg, Prime Brokerage, Hedge Funds, Outsourcing, Commodity, Bonds, Equity Derivatives, Portfolio Management, Swaps, Reference Data, Offshoring, Securities, Financial Services, Banking, Structured Products, Emerging Markets, Finance, Software Project..., Enterprise Software, Agile Project Management, Solution Architecture, Back Office
Education
University of Portsmouth
UBS July 2014 - Present
Delta Onshore (part of GCCT Assets LLC) November 2013 - Present
Deutsche Bank August 2010 - January 2014
Deutsche Bank July 2004 - November 2010
Deutsche Bank June 2003 - July 2004
Credit Suisse August 2000 - June 2003
Skills
Fixed Income, Trading Systems, Investment Banking, Derivatives, FX Options, Trading, Strategy, Risk Management, Equities, Electronic Trading, IT Strategy, Financial Risk, Credit Derivatives, Software Development, Financial Markets, Governance, Market Risk, Team Building, Team Leadership, Program Management, Business Analysis, Market Data, Capital Markets, Vendor Management, Proprietary Trading, Global Management, Middle Office, Options, Bloomberg, Prime Brokerage, Hedge Funds, Outsourcing, Commodity, Bonds, Equity Derivatives, Portfolio Management, Swaps, Reference Data, Offshoring, Securities, Financial Services, Banking, Structured Products, Emerging Markets, Finance, Software Project..., Enterprise Software, Agile Project Management, Solution Architecture, Back Office
Education
University of Portsmouth
Jim Blackman's UBS Experience May 2007 - Present
Job Authorized Officer at UBS
Industry Financial Services
Experience
UBS May 2007 - Present
Skills
Equities, Wealth Management, Securities, Financial Analysis, Risk Management
Education
University of Phoenix
UBS May 2007 - Present
Skills
Equities, Wealth Management, Securities, Financial Analysis, Risk Management
Education
University of Phoenix
Lawrence Ritzer's UBS Experience September 1998 - Present
Job Lead Associate at UBS
Industry Financial Services
Experience
UBS September 1998 - Present
UBS FINANCIAL SERVICES 1998 - Present
Tetley Inc April 1983 - October 1997
Skills
Quality Assurance, Risk Management, Microsoft Office, Process Improvement, Computer Hardware, Change Management, Windows, Customer Service, Quality Control, SDLC, Project Portfolio..., PMO, Recruiting, PMP, Insurance, Vendor Management, Social Networking, IT Strategy, Business Analysis, Project Management, Outlook, Team Building, Enterprise Architecture, Microsoft Excel, Team Leadership
Education
University of Phoenix 2010 — 2016
BSIT, Information Technology
University of Phoenix 2007 — 2010
AAIT, Computer Security
UBS September 1998 - Present
UBS FINANCIAL SERVICES 1998 - Present
Tetley Inc April 1983 - October 1997
Skills
Quality Assurance, Risk Management, Microsoft Office, Process Improvement, Computer Hardware, Change Management, Windows, Customer Service, Quality Control, SDLC, Project Portfolio..., PMO, Recruiting, PMP, Insurance, Vendor Management, Social Networking, IT Strategy, Business Analysis, Project Management, Outlook, Team Building, Enterprise Architecture, Microsoft Excel, Team Leadership
Education
University of Phoenix 2010 — 2016
BSIT, Information Technology
University of Phoenix 2007 — 2010
AAIT, Computer Security
ibrahim arce's UBS Experience 2008 - Present
Job senior vice president investments at UBS
Industry Financial Services
Experience
UBS 2008 - Present
Education
University of Puerto Rico-Rio Piedras 1957 — 1964
Bachelor's degree, Pharmacy, Pharmaceutical Sciences, and Administration, BS Natural Science, BS Pharmacy
UP
UBS 2008 - Present
Education
University of Puerto Rico-Rio Piedras 1957 — 1964
Bachelor's degree, Pharmacy, Pharmaceutical Sciences, and Administration, BS Natural Science, BS Pharmacy
UP
Dean Wilhelm's UBS Experience September 2010 - June 2011
Job Mortgage Loan Officer at Bank 34
Industry Financial Services
Experience
BANK'34 May 2015 - Present
USAA November 2013 - May 2015
Allstate June 2011 - May 2013
UBS September 2010 - June 2011
RBC Wealth Management January 2005 - September 2010
Skills
Life Insurance, Investments, Series 7, Retirement Planning, Insurance, Mutual Funds, Wealth Management, Financial Planning, Financial Services, Securities, Loans, Finance, Retirement
Education
University of Phoenix
Bachelor of Business Management, Business Administration and Management, General
BANK'34 May 2015 - Present
USAA November 2013 - May 2015
Allstate June 2011 - May 2013
UBS September 2010 - June 2011
RBC Wealth Management January 2005 - September 2010
Skills
Life Insurance, Investments, Series 7, Retirement Planning, Insurance, Mutual Funds, Wealth Management, Financial Planning, Financial Services, Securities, Loans, Finance, Retirement
Education
University of Phoenix
Bachelor of Business Management, Business Administration and Management, General
Neeraj Aggarwal's UBS Experience July 2003 - July 2013
Job Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2014 - Present
REDI Technologies July 2013 - May 2014
UBS July 2003 - July 2013
Lehman Brothers 2000 - 2003
Mphasis 1999 - 2000
Zensar 1997 - 1999
Skills
Trading Systems, PL/SQL, Market Data, Electronic Trading, Low Latency, Equity Derivatives, Equities, Exchange Connectivity, C++, Equity Trading, Perl, Multithreading, ETFs, Sybase, Trading System, High Frequency Trading, Trading, Options, Derivatives, Prime Brokerage, Investment Banking, Fixed Income
Education
University of Pune 1994 — 1997
MCA, Computer Science
MLN College YamunaNagar. Kurukshetra university 1991 — 1994
Bachelor of Science (BSc), Electronics
Guggenheim Partners May 2014 - Present
REDI Technologies July 2013 - May 2014
UBS July 2003 - July 2013
Lehman Brothers 2000 - 2003
Mphasis 1999 - 2000
Zensar 1997 - 1999
Skills
Trading Systems, PL/SQL, Market Data, Electronic Trading, Low Latency, Equity Derivatives, Equities, Exchange Connectivity, C++, Equity Trading, Perl, Multithreading, ETFs, Sybase, Trading System, High Frequency Trading, Trading, Options, Derivatives, Prime Brokerage, Investment Banking, Fixed Income
Education
University of Pune 1994 — 1997
MCA, Computer Science
MLN College YamunaNagar. Kurukshetra university 1991 — 1994
Bachelor of Science (BSc), Electronics
James Flowers's UBS Experience 2011 - 2014
Job Senior Development Manager at McKesson Health Solutions
Industry Outsourcing/Offshoring
Experience
McKesson Health Solutions February 2014 - Present
CognitiveLine November 2008 - Present
UBS/FreedomOSS/Luxoft 2011 - 2014
UBS 2011 - 2014
ICG Commerce February 2006 - June 2011
aicpcu 2010 - 2011
SCT 1998 - 2005
Skills
Oracle, Business Analysis, Project Management, SQL, Outsourcing, Process Improvement, Software Development, Cross-functional Team..., Team Leadership, IT Management, PL/SQL, SOA, Perl, SDLC, XML, cXML, SOAP, SoapUI, Architecting, Wealth Management..., Process Architecture, Wealth Management, IT Strategy
Education
University of Portsmouth
Masters/hnd, Computer science
McKesson Health Solutions February 2014 - Present
CognitiveLine November 2008 - Present
UBS/FreedomOSS/Luxoft 2011 - 2014
UBS 2011 - 2014
ICG Commerce February 2006 - June 2011
aicpcu 2010 - 2011
SCT 1998 - 2005
Skills
Oracle, Business Analysis, Project Management, SQL, Outsourcing, Process Improvement, Software Development, Cross-functional Team..., Team Leadership, IT Management, PL/SQL, SOA, Perl, SDLC, XML, cXML, SOAP, SoapUI, Architecting, Wealth Management..., Process Architecture, Wealth Management, IT Strategy
Education
University of Portsmouth
Masters/hnd, Computer science
Chelsea Vacheron's UBS Experience July 2009 - August 2009
Job Assurance Senior at Ernst & Young
Industry Accounting
Experience
Ernst & Young January 2012 - Present
Ernst & Young June 2010 - August 2010
UBS July 2009 - August 2009
Skills
Microsoft Excel, Financial Services
Education
University of Richmond 2007 — 2011
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Science in Business Administration, Accounting
Ernst & Young January 2012 - Present
Ernst & Young June 2010 - August 2010
UBS July 2009 - August 2009
Skills
Microsoft Excel, Financial Services
Education
University of Richmond 2007 — 2011
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Science in Business Administration, Accounting
Stephen G. Boyle's UBS Experience January 2012 - April 2012
Job Analyst
Industry Financial Services
Experience
BlackRock May 2013 - Present
TD June 2012 - August 2012
UBS January 2012 - April 2012
TD June 2011 - August 2011
Skills
Microsoft Excel, Commercial Banking, Wealth Management, Microsoft Office, Customer Service, Financial Analysis, Bloomberg, Financial Modeling, PowerPoint, Microsoft Word, Investments, Public Speaking, Risk Management
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science in Business Adminstration, Major: Finance Minor: Economics
BlackRock May 2013 - Present
TD June 2012 - August 2012
UBS January 2012 - April 2012
TD June 2011 - August 2011
Skills
Microsoft Excel, Commercial Banking, Wealth Management, Microsoft Office, Customer Service, Financial Analysis, Bloomberg, Financial Modeling, PowerPoint, Microsoft Word, Investments, Public Speaking, Risk Management
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science in Business Adminstration, Major: Finance Minor: Economics
Naomi Vereb's UBS Experience March 2001 - March 2006
Job Operations/marketing professional
Industry Financial Services
Experience
Insphere Insurance Solutions January 2013 - Present
World Financial Group (WFG) January 2010 - January 2013
Wells Fargo Advisors March 2006 - October 2009
UBS March 2001 - March 2006
Skills
Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Retirement, Term Life Insurance
Education
University of Phoenix 2011 — 2014
Bachelor's degree, Business, Management, Marketing, and Related Support Services, Currentl GPA 3.33
Ocean County College, Toms River NJ 1993 — 1995
Associate's Degree, Business Administration
Insphere Insurance Solutions January 2013 - Present
World Financial Group (WFG) January 2010 - January 2013
Wells Fargo Advisors March 2006 - October 2009
UBS March 2001 - March 2006
Skills
Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Retirement, Term Life Insurance
Education
University of Phoenix 2011 — 2014
Bachelor's degree, Business, Management, Marketing, and Related Support Services, Currentl GPA 3.33
Ocean County College, Toms River NJ 1993 — 1995
Associate's Degree, Business Administration
Jeffrey Black's UBS Experience June 2012 - August 2014
Job Securities Operations Executive
Industry Banking
Experience
Wells Fargo August 2014 - Present
UBS June 2012 - August 2014
Royal Bank of Scotland June 2006 - June 2012
RBS Global Banking & Markets 2006 - 2012
Morgan Stanley 2005 - 2006
Skills
Capital Markets, Back Office, Derivatives, Investment Banking, Bonds, Hedge Funds, Trading Systems, Bloomberg, Banking, Equities, Fixed Income, Middle Office, Trading, Securities, FX Options, Structured Products
Education
University of Pittsburgh 1992 — 1996
Bachelor's degree
Wells Fargo August 2014 - Present
UBS June 2012 - August 2014
Royal Bank of Scotland June 2006 - June 2012
RBS Global Banking & Markets 2006 - 2012
Morgan Stanley 2005 - 2006
Skills
Capital Markets, Back Office, Derivatives, Investment Banking, Bonds, Hedge Funds, Trading Systems, Bloomberg, Banking, Equities, Fixed Income, Middle Office, Trading, Securities, FX Options, Structured Products
Education
University of Pittsburgh 1992 — 1996
Bachelor's degree
Taymik Segui's UBS Experience 2005 - 2009
Job Program Planning and Control Analyst at Honeywell Aerospace
Industry Aviation & Aerospace
Experience
Honeywell Aerospace 2009 - Present
Amanda's Restaurant February 2005 - February 2009
UBS 2005 - 2009
Skills
Project Management, Process Improvement, Cross-functional Team..., Analysis, Green Belt, Continuous Improvement, Project Planning, Financial Analysis, Integration, Forecasting, Business Process...
Education
University of Puerto Rico-Mayaguez 1993 — 1999
MBA, Finance
Honeywell Aerospace 2009 - Present
Amanda's Restaurant February 2005 - February 2009
UBS 2005 - 2009
Skills
Project Management, Process Improvement, Cross-functional Team..., Analysis, Green Belt, Continuous Improvement, Project Planning, Financial Analysis, Integration, Forecasting, Business Process...
Education
University of Puerto Rico-Mayaguez 1993 — 1999
MBA, Finance
Alex Haffner's UBS Experience June 2015 - Present
Job Intern at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
Northwestern Mutual May 2014 - August 2014
UBS June 2013 - August 2013
Education
University of Pittsburgh 2011 — 2015
UBS June 2015 - Present
Northwestern Mutual May 2014 - August 2014
UBS June 2013 - August 2013
Education
University of Pittsburgh 2011 — 2015
Jake Sherman's UBS Experience May 2011 - July 2011
Job Student at University of Pittsburgh
Industry Financial Services
Experience
Scott Village Building Corp May 2009 - Present
UBS May 2011 - July 2011
Skills
Film Finance
Education
University of Pittsburgh
B.S, Finance; Economics; Business Economics
Scott Village Building Corp May 2009 - Present
UBS May 2011 - July 2011
Skills
Film Finance
Education
University of Pittsburgh
B.S, Finance; Economics; Business Economics
Thomas Feiman's UBS Experience February 2002 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS February 2002 - Present
UBS Financial Services Inc. 2002 - Present
Merrill Lynch April 1997 - February 2002
Wertheim, Schroeder & Co. May 1994 - April 1997
Education
Northwestern University-Kellogg 1962 — 1963
Master of Business Administration (M.B.A.), Accounting and Finance
University of Pennsylvania - The Wharton School 1958 — 1962
Bachelor of Science (BS), Finance, Accounting & Economics
UBS February 2002 - Present
UBS Financial Services Inc. 2002 - Present
Merrill Lynch April 1997 - February 2002
Wertheim, Schroeder & Co. May 1994 - April 1997
Education
Northwestern University-Kellogg 1962 — 1963
Master of Business Administration (M.B.A.), Accounting and Finance
University of Pennsylvania - The Wharton School 1958 — 1962
Bachelor of Science (BS), Finance, Accounting & Economics
Stephen August's UBS Experience
Job First Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS
Education
University of Pennsylvania - The Wharton School 1954 — 1958
BS Economics
UBS
Education
University of Pennsylvania - The Wharton School 1954 — 1958
BS Economics
Norine Moore's UBS Experience 2000 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2002 - 2005
UBS 2000 - 2001
Skills
Customer Service, Accounting, Close Attention to..., Microsoft Office, Coaching, Public Speaking, Leadership, Time Management, Social Networking, Strategic Planning, Event Planning, Management, Relationship Management, Analytical Skills, Customer Relations, Customer Satisfaction, Process Improvement, Patient Safety, Operations Management, Office Management, Front Office, Organizational..., Organizational..., Organizational..., Invoicing, Technical Writing, Instructional Writing, Statistics, Bookkeeping, Strategic Communications, Direct Sales, Sales, Account Management, High Level Of Accuracy, High Net Worth..., High Level Of..., Problem Solving, Direct Patient Care, Quality Patient Care, Wire Transfers, Investment Banking, Clean Rooms, Perseverant
Education
University of Phoenix
Bachelor’s Degree, Business Administration and Management, General
Merrill Lynch 2002 - 2005
UBS 2000 - 2001
Skills
Customer Service, Accounting, Close Attention to..., Microsoft Office, Coaching, Public Speaking, Leadership, Time Management, Social Networking, Strategic Planning, Event Planning, Management, Relationship Management, Analytical Skills, Customer Relations, Customer Satisfaction, Process Improvement, Patient Safety, Operations Management, Office Management, Front Office, Organizational..., Organizational..., Organizational..., Invoicing, Technical Writing, Instructional Writing, Statistics, Bookkeeping, Strategic Communications, Direct Sales, Sales, Account Management, High Level Of Accuracy, High Net Worth..., High Level Of..., Problem Solving, Direct Patient Care, Quality Patient Care, Wire Transfers, Investment Banking, Clean Rooms, Perseverant
Education
University of Phoenix
Bachelor’s Degree, Business Administration and Management, General
Ana Belgodere's UBS Experience February 2000 - Present
Job Business Analyst at UBS
Industry Financial Services
Experience
UBS February 2000 - Present
Salomon Smith Barney 1998 - February 2000
Paine Webber Inc. of Puerto Rico 1997 - 1998
Skills
Fully Bilingual English..., Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Abacus software, Perascope Software, Advent software
Education
University of Puerto Rico-Mayaguez 1987 — 1996
Bachelor of Science (BS), Business Administration
UBS February 2000 - Present
Salomon Smith Barney 1998 - February 2000
Paine Webber Inc. of Puerto Rico 1997 - 1998
Skills
Fully Bilingual English..., Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Abacus software, Perascope Software, Advent software
Education
University of Puerto Rico-Mayaguez 1987 — 1996
Bachelor of Science (BS), Business Administration
Collier Irvin's UBS Experience July 2012 - Present
Job Wealth Management at UBS
Industry Financial Services
Experience
UBS July 2012 - Present
Education
University of Richmond 1970 — 1974
Bachelor of Arts, Economics
UBS July 2012 - Present
Education
University of Richmond 1970 — 1974
Bachelor of Arts, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.