UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
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UBS Employees
Employee
Years
Job
Industry
Jack Shamosh Jack Shamosh's UBS Experience May 2010 - August 2010
Job Analyst
Industry Financial Services
Experience
Seeking Employment September 2014 - Present
Self Employed August 2012 - September 2014
UBS May 2010 - August 2010
World Steel Dynamics May 2009 - August 2009
Skills
Economics, Finance, Analysis, Entrepreneurship, Economic Data Analysis, Banking, Financial Analysis, Steel, Metals, Writing, Microsoft Excel, Excel Pivot, Mentoring
Education
University of Rochester 2008 — 2012
Bachelor of Arts (BA), Economics, 3.71
New York University Tisch School of the Arts 2011 — 2011
Frisch
Seeking Employment September 2014 - Present
Self Employed August 2012 - September 2014
UBS May 2010 - August 2010
World Steel Dynamics May 2009 - August 2009
Skills
Economics, Finance, Analysis, Entrepreneurship, Economic Data Analysis, Banking, Financial Analysis, Steel, Metals, Writing, Microsoft Excel, Excel Pivot, Mentoring
Education
University of Rochester 2008 — 2012
Bachelor of Arts (BA), Economics, 3.71
New York University Tisch School of the Arts 2011 — 2011
Frisch
Duggan Clem Duggan Clem's UBS Experience June 2012 - August 2012
Job Licensed Loan Officer Assistant at American Pacific Mortgage NMLS# 1262750
Industry Real Estate
Experience
American Pacific Mortgage July 2014 - Present
Samuel Scott Financial Group June 2013 - July 2014
Samuel Scott Financial Group May 2012 - June 2013
UBS June 2012 - August 2012
University of San Diego August 2010 - December 2010
Prediction Company June 2010 - August 2010
Skills
Leadership Development, Market Research, Portfolio Management, Investment Research, News Writing, Microsoft Word, Microsoft Publisher, Microsoft Excel, PowerPoint, Point, Morningstar, Public Speaking, Finance, Marketing, Time Management, Blogging, Social Media, Management, Financial Analysis, Customer Service, Real Estate, Microsoft Office, Event Management, Facebook
Education
University of San Diego 2009 — 2013
International Business Major; Mathematics Minor
St. Michael's High School 2003 — 2009
American Pacific Mortgage July 2014 - Present
Samuel Scott Financial Group June 2013 - July 2014
Samuel Scott Financial Group May 2012 - June 2013
UBS June 2012 - August 2012
University of San Diego August 2010 - December 2010
Prediction Company June 2010 - August 2010
Skills
Leadership Development, Market Research, Portfolio Management, Investment Research, News Writing, Microsoft Word, Microsoft Publisher, Microsoft Excel, PowerPoint, Point, Morningstar, Public Speaking, Finance, Marketing, Time Management, Blogging, Social Media, Management, Financial Analysis, Customer Service, Real Estate, Microsoft Office, Event Management, Facebook
Education
University of San Diego 2009 — 2013
International Business Major; Mathematics Minor
St. Michael's High School 2003 — 2009
Justin Simantov's UBS Experience December 2012 - May 2013
Job Financial Analyst at Kilroy Realty Corporation
Industry Financial Services
Experience
Kilroy Realty Corporation April 2015 - Present
Gibson, Dunn & Crutcher LLP May 2014 - March 2015
Landmark Dividend September 2013 - December 2013
Westlake Financial Services May 2013 - August 2013
UBS December 2012 - May 2013
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Wealth Management, Microsoft Excel, Due Diligence, Asset Management, PowerPoint, Microsoft Office, Accounting, Data Analysis, Microsoft Word, Financial Accounting, Leadership, Marketing, Customer Service, Business Strategy, Portfolio Management
Education
University of Southern California 2010 — 2014
Bachelor's degree, Economics
University of Southern California 2010 — 2014
Economics, Finance, General
Kilroy Realty Corporation April 2015 - Present
Gibson, Dunn & Crutcher LLP May 2014 - March 2015
Landmark Dividend September 2013 - December 2013
Westlake Financial Services May 2013 - August 2013
UBS December 2012 - May 2013
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Wealth Management, Microsoft Excel, Due Diligence, Asset Management, PowerPoint, Microsoft Office, Accounting, Data Analysis, Microsoft Word, Financial Accounting, Leadership, Marketing, Customer Service, Business Strategy, Portfolio Management
Education
University of Southern California 2010 — 2014
Bachelor's degree, Economics
University of Southern California 2010 — 2014
Economics, Finance, General
Jennifer Papula Jennifer Papula's UBS Experience 2010 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS 2010 - Present
UBS 2012 - 2012
Education
University of South Florida 2006 — 2009
Bachelor's degree, Interpersonal & Organizational Communication
Millersville University of Pennsylvania 2003 — 2006
UBS 2010 - Present
UBS 2012 - 2012
Education
University of South Florida 2006 — 2009
Bachelor's degree, Interpersonal & Organizational Communication
Millersville University of Pennsylvania 2003 — 2006
Jameson Wachtell's UBS Experience September 2011 - May 2012
Job Owner and Founder of Lifeguard & Swim, LLC
Industry Venture Capital & Private Equity
Experience
Lifeguard & Swim, LLC May 2010 - Present
Tutorall May 2013 - August 2014
StartEngine May 2012 - September 2012
UBS September 2011 - May 2012
A10 Capital June 2011 - September 2011
Skills
Entrepreneurship, Start-ups, Microsoft Office, Marketing Strategy, New Business Development, Marketing, Management, Project Management, Social Media Marketing, Start-up Consulting, Mobile Devices, Finance, Fundraising, Financial Analysis, Investments, Venture Capital, Asset Management, Salesforce.com, Financial Modeling, Real Estate Economics, Strategic Planning, Zephyr Style Advisor, Advertising, Face Recognition, Self-esteem
Education
University of Southern California 2010 — 2014
Bachelor of Business Administration (BS), Entrepreneurship
Harvard Westlake School 2004 — 2010
High School
Lifeguard & Swim, LLC May 2010 - Present
Tutorall May 2013 - August 2014
StartEngine May 2012 - September 2012
UBS September 2011 - May 2012
A10 Capital June 2011 - September 2011
Skills
Entrepreneurship, Start-ups, Microsoft Office, Marketing Strategy, New Business Development, Marketing, Management, Project Management, Social Media Marketing, Start-up Consulting, Mobile Devices, Finance, Fundraising, Financial Analysis, Investments, Venture Capital, Asset Management, Salesforce.com, Financial Modeling, Real Estate Economics, Strategic Planning, Zephyr Style Advisor, Advertising, Face Recognition, Self-esteem
Education
University of Southern California 2010 — 2014
Bachelor of Business Administration (BS), Entrepreneurship
Harvard Westlake School 2004 — 2010
High School
Susan Ochsner Susan Ochsner's UBS Experience 1986 - 1990
Job Real Estate representation for buyers and sellers in SC
Industry Real Estate
Experience
Susan Ochsner Real Estate Real Estate AgentSea Pines Real EstateNovember 2009 - Present
Multiple Listing Service 2008 - Present
Hilton Head Area Association of Realtors HHAAOR 2008 - Present
Womenoncall.org September 2009 - April 2010
Bank Julius Baer August 1990 - September 1992
UBS 1986 - 1990
Skills
Referrals, Sellers, Investment Properties, Real Estate, Foreclosures, Short Sales, Mortgage Lending, Investments, Marketing, Buyer Representation, Buyers, Property, Disposition, Selling, Single Family Homes, Real Estate Transactions, New Homes, Luxury, First Time Home Buyers, Condos, Property Management, Investors, Home Staging, Commercial Real Estate, FHA, Listings, Relocation, Rentals, Residential Homes, Vacation Homes, Resellers, Leases, Real Estate Economics, Brokerage, New Home Sales, REO, Townhomes, Real Property, HUD, Real Estate Development, Seniors
Education
University of South Carolina - Darla Moore School of Business 1978 — 1982
MBA, Economics, Marketing
Susan Ochsner Real Estate Real Estate AgentSea Pines Real EstateNovember 2009 - Present
Multiple Listing Service 2008 - Present
Hilton Head Area Association of Realtors HHAAOR 2008 - Present
Womenoncall.org September 2009 - April 2010
Bank Julius Baer August 1990 - September 1992
UBS 1986 - 1990
Skills
Referrals, Sellers, Investment Properties, Real Estate, Foreclosures, Short Sales, Mortgage Lending, Investments, Marketing, Buyer Representation, Buyers, Property, Disposition, Selling, Single Family Homes, Real Estate Transactions, New Homes, Luxury, First Time Home Buyers, Condos, Property Management, Investors, Home Staging, Commercial Real Estate, FHA, Listings, Relocation, Rentals, Residential Homes, Vacation Homes, Resellers, Leases, Real Estate Economics, Brokerage, New Home Sales, REO, Townhomes, Real Property, HUD, Real Estate Development, Seniors
Education
University of South Carolina - Darla Moore School of Business 1978 — 1982
MBA, Economics, Marketing
Kevin Koeller's UBS Experience November 2012 - May 2013
Job Incoming Technology Analyst at Accenture
Industry Internet
Experience
Accenture August 2015 - Present
Nike May 2014 - September 2014
Grail, Inc March 2013 - September 2013
UBS November 2012 - May 2013
Flinja August 2012 - October 2012
Skills
Start-ups, Product Management, Marketing, Social Media Marketing, Public Speaking, Adobe Creative Suite, Marketing Strategy, Investments, Microsoft Excel, Social Entrepreneurship, Digital Media, Financial Analysis, Event Planning, Web Development, Digital Marketing, Web Analytics, Agile Methodologies, Scrum, SEO, Web Design, A/B testing, C++
Education
University of Southern California 2011 — 2015
Business Administration/Computer Science
Accenture August 2015 - Present
Nike May 2014 - September 2014
Grail, Inc March 2013 - September 2013
UBS November 2012 - May 2013
Flinja August 2012 - October 2012
Skills
Start-ups, Product Management, Marketing, Social Media Marketing, Public Speaking, Adobe Creative Suite, Marketing Strategy, Investments, Microsoft Excel, Social Entrepreneurship, Digital Media, Financial Analysis, Event Planning, Web Development, Digital Marketing, Web Analytics, Agile Methodologies, Scrum, SEO, Web Design, A/B testing, C++
Education
University of Southern California 2011 — 2015
Business Administration/Computer Science
Ivan Yung Ivan Yung's UBS Experience June 2013 - July 2013
Job Attachment at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management July 2015 - Present
Phi Delta Theta Fraternity April 2015 - Present
Phi Delta Theta Fraternity January 2015 - Present
UBS June 2013 - July 2013
Chinese Exploration & Research Society November 2012 - December 2012
Chinese Exploration & Research Society June 2012 - August 2012
Shell Electric Holdings Ltd November 2011 - December 2011
Skills
Microsoft Office, Teamwork, PowerPoint, Microsoft Excel, Photoshop, AutoCAD, Management, Social Media, Public Speaking, English, Leadership, Customer Service, Event Planning, Research, Microsoft Word, Social Skills, Social Networking, Time Management
Education
University of San Francisco 2013 — 2017
Bachelor’s Degree, Business Administration and Management, General
University of San Francisco 2013 — 2017
Bachelor of Architecture (B.Arch.), Architecture minor
South Island School 2007 — 2013
High School, IGCSE, BTEC Diploma, International Baccalaureate (I.B)
UBS Wealth Management July 2015 - Present
Phi Delta Theta Fraternity April 2015 - Present
Phi Delta Theta Fraternity January 2015 - Present
UBS June 2013 - July 2013
Chinese Exploration & Research Society November 2012 - December 2012
Chinese Exploration & Research Society June 2012 - August 2012
Shell Electric Holdings Ltd November 2011 - December 2011
Skills
Microsoft Office, Teamwork, PowerPoint, Microsoft Excel, Photoshop, AutoCAD, Management, Social Media, Public Speaking, English, Leadership, Customer Service, Event Planning, Research, Microsoft Word, Social Skills, Social Networking, Time Management
Education
University of San Francisco 2013 — 2017
Bachelor’s Degree, Business Administration and Management, General
University of San Francisco 2013 — 2017
Bachelor of Architecture (B.Arch.), Architecture minor
South Island School 2007 — 2013
High School, IGCSE, BTEC Diploma, International Baccalaureate (I.B)
Christian Newth Christian Newth's UBS Experience April 2009 - August 2009
Job Group Manager Market Analysis and Strategy at Genentech
Industry Biotechnology
Experience
Genentech August 2015 - Present
Glowrep November 2013 - Present
Genentech October 2014 - July 2015
Genentech July 2013 - September 2014
Capgemini Consulting July 2011 - June 2013
You Bar Inc. May 2010 - August 2010
UBS April 2009 - August 2009
Morgan Stanley Smith Barney (formerly Citigroup Smith Barney) June 2006 - April 2009
Skills
Financial Modeling, Valuation, Analytics, Financial Analysis, Market Research, Sales Forecasting, PHP, MySQL, Adobe Creative Suite, Web Design, Forecasting, Business Case, Business Case Modelling, Business Strategy, Marketing Strategy, Project Management, Due Diligence, Strategy, Cross-functional Team..., Marketing, Portfolio Management, Competitive Analysis, Management Consulting, Management, Consulting, Strategic Planning, Data Analysis, Business Development, Market Analysis, Program Management, Analysis, Business Analysis, Leadership, Start-ups, Entrepreneurship
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Strategy & Marketing
University of Southern California 2002 — 2007
BA, Economics and International Relations
Genentech August 2015 - Present
Glowrep November 2013 - Present
Genentech October 2014 - July 2015
Genentech July 2013 - September 2014
Capgemini Consulting July 2011 - June 2013
You Bar Inc. May 2010 - August 2010
UBS April 2009 - August 2009
Morgan Stanley Smith Barney (formerly Citigroup Smith Barney) June 2006 - April 2009
Skills
Financial Modeling, Valuation, Analytics, Financial Analysis, Market Research, Sales Forecasting, PHP, MySQL, Adobe Creative Suite, Web Design, Forecasting, Business Case, Business Case Modelling, Business Strategy, Marketing Strategy, Project Management, Due Diligence, Strategy, Cross-functional Team..., Marketing, Portfolio Management, Competitive Analysis, Management Consulting, Management, Consulting, Strategic Planning, Data Analysis, Business Development, Market Analysis, Program Management, Analysis, Business Analysis, Leadership, Start-ups, Entrepreneurship
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Strategy & Marketing
University of Southern California 2002 — 2007
BA, Economics and International Relations
Robert Lakosil Robert Lakosil's UBS Experience June 2006 - March 2008
Job CFS Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2014 - Present
Northwestern Mutual March 2011 - December 2013
Northwestern Mutual October 2010 - March 2011
Northwestern Mutual December 2009 - September 2010
Northwestern Mutual May 2008 - December 2009
UBS June 2006 - March 2008
San Diego Bike & Kayak July 2006 - November 2007
Vector Marketing June 2004 - September 2005
Skills
Investments, Insurance, Mutual Funds, Securities, Analysis, Credit, Employee Benefits, Finance, Retirement Planning, Strategic Financial..., Risk Management, Life Insurance, Equities, Marketing, Financial Analysis
Education
University of California, San Diego 2005 — 2007
Bachelor of Arts, Economics
University of San Diego
University of San Diego
Northwestern Mutual January 2014 - Present
Northwestern Mutual March 2011 - December 2013
Northwestern Mutual October 2010 - March 2011
Northwestern Mutual December 2009 - September 2010
Northwestern Mutual May 2008 - December 2009
UBS June 2006 - March 2008
San Diego Bike & Kayak July 2006 - November 2007
Vector Marketing June 2004 - September 2005
Skills
Investments, Insurance, Mutual Funds, Securities, Analysis, Credit, Employee Benefits, Finance, Retirement Planning, Strategic Financial..., Risk Management, Life Insurance, Equities, Marketing, Financial Analysis
Education
University of California, San Diego 2005 — 2007
Bachelor of Arts, Economics
University of San Diego
University of San Diego
Crockett Clark Crockett Clark's UBS Experience June 2014 - Present
Job Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS June 2014 - Present
UBS December 2012 - June 2014
Kennedy's Premium Bar & Grill May 2011 - December 2012
C4CS, LLC October 2011 - April 2012
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science, Business Administration, Marketing and Management; German
UBS June 2014 - Present
UBS December 2012 - June 2014
Kennedy's Premium Bar & Grill May 2011 - December 2012
C4CS, LLC October 2011 - April 2012
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science, Business Administration, Marketing and Management; German
Eddy Gutierrez Eddy Gutierrez's UBS Experience 1999 - 2001
Job Vice President Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Archdiocese of San Francisco May 2014 - Present
Merrill Lynch 2009 - Present
Charles Schwab 2005 - 2009
Wells Fargo Advisors 2004 - 2005
Wachovia Securities Financial Network 2001 - 2004
UBS 1999 - 2001
Prudential Financial 1992 - 1999
Lehman Brothers 1990 - 1992
Skills
Series 7, Investment Advisory, Alternative Investments, Securities, Equities, Investments, Strategic Financial..., Risk Management, Wealth Management, Series 63, Business Strategy, Series 65, Investment Strategies, Mutual Funds, 401k Rollovers, 401k, Bonds, Portfolio Management, Investment Management, Asset Management, Trading, Mortgage Lending, Asset Allocation, Due Diligence, Estate Planning, Finance, Mergers & Acquisitions, Strategic Planning, Uniform Combined State..., Wealth Management..., Retirement Planning, ETFs, Financial Advisory, FINRA
Education
Saint Ignatius College Preparatory
University of San Francisco
Archdiocese of San Francisco May 2014 - Present
Merrill Lynch 2009 - Present
Charles Schwab 2005 - 2009
Wells Fargo Advisors 2004 - 2005
Wachovia Securities Financial Network 2001 - 2004
UBS 1999 - 2001
Prudential Financial 1992 - 1999
Lehman Brothers 1990 - 1992
Skills
Series 7, Investment Advisory, Alternative Investments, Securities, Equities, Investments, Strategic Financial..., Risk Management, Wealth Management, Series 63, Business Strategy, Series 65, Investment Strategies, Mutual Funds, 401k Rollovers, 401k, Bonds, Portfolio Management, Investment Management, Asset Management, Trading, Mortgage Lending, Asset Allocation, Due Diligence, Estate Planning, Finance, Mergers & Acquisitions, Strategic Planning, Uniform Combined State..., Wealth Management..., Retirement Planning, ETFs, Financial Advisory, FINRA
Education
Saint Ignatius College Preparatory
University of San Francisco
Daniel Alcala Daniel Alcala's UBS Experience October 2013 - September 2014
Job Relationship Manager / Sales Supervisor at Foothill Securities
Industry Financial Services
Experience
Foothill Securities, Inc. June 2015 - Present
Bank of the West October 2014 - June 2015
UBS October 2013 - September 2014
AXA Advisors January 2013 - October 2013
Scottrade November 2007 - January 2013
Scottrade July 2003 - November 2007
Skills
Investments, Securities, Equities, Financial Markets, Derivatives, Trading, Risk Management, Options, Management
Education
University of California, Santa Cruz 2011 — 2012
Personal Financial Planning
University of San Francisco 2000 — 2004
B.S., Applied Economics
Aptos High 1992 — 1996
Foothill Securities, Inc. June 2015 - Present
Bank of the West October 2014 - June 2015
UBS October 2013 - September 2014
AXA Advisors January 2013 - October 2013
Scottrade November 2007 - January 2013
Scottrade July 2003 - November 2007
Skills
Investments, Securities, Equities, Financial Markets, Derivatives, Trading, Risk Management, Options, Management
Education
University of California, Santa Cruz 2011 — 2012
Personal Financial Planning
University of San Francisco 2000 — 2004
B.S., Applied Economics
Aptos High 1992 — 1996
Liz V. Gonzalez Liz V. Gonzalez's UBS Experience December 2008 - March 2011
Job Corporate Banking Officer at Comerica Bank
Industry Banking
Experience
Comerica Bank June 2013 - Present
Comerica Bank March 2011 - June 2013
UBS December 2008 - March 2011
Walt Disney Company May 2007 - August 2007
Comerica June 2006 - August 2006
Skills
Cost Accounting, Analysis, Underwriting, Banking, Management, Commercial Lending, Financial Analysis, Commercial Banking, Loans, Credit, Relationship Management, Financial Risk, Finance, Portfolio Management
Education
University of San Diego 2004 — 2008
Bachelor's of Science, Accountancy
Comerica Bank June 2013 - Present
Comerica Bank March 2011 - June 2013
UBS December 2008 - March 2011
Walt Disney Company May 2007 - August 2007
Comerica June 2006 - August 2006
Skills
Cost Accounting, Analysis, Underwriting, Banking, Management, Commercial Lending, Financial Analysis, Commercial Banking, Loans, Credit, Relationship Management, Financial Risk, Finance, Portfolio Management
Education
University of San Diego 2004 — 2008
Bachelor's of Science, Accountancy
Catherine Robinson Catherine Robinson's UBS Experience August 2015 - Present
Job Registered Client Service Associate at UBS Financial Services Inc
Industry Financial Services
Experience
UBS August 2015 - Present
Morgan Stanley June 2015 - August 2015
Morgan Stanley Wealth Management February 2014 - June 2015
Morgan Stanley Wealth Management May 2013 - January 2014
Morgan Stanley Wealth Management January 2013 - May 2013
The Veloz Group May 2012 - August 2012
Avalon Advisors, LLC July 2009 - July 2009
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Windows, Outlook, Photoshop, HTML, Editing, Economics, Business, Social Media Marketing, Economy, Economic Research, Statistics, Photography, Series 7, Series 63, Series 65
Education
University of Southern California 2009 — 2013
Bachelor of Arts (BA), Economics
The Kinkaid School 2002 — 2009
UBS August 2015 - Present
Morgan Stanley June 2015 - August 2015
Morgan Stanley Wealth Management February 2014 - June 2015
Morgan Stanley Wealth Management May 2013 - January 2014
Morgan Stanley Wealth Management January 2013 - May 2013
The Veloz Group May 2012 - August 2012
Avalon Advisors, LLC July 2009 - July 2009
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Windows, Outlook, Photoshop, HTML, Editing, Economics, Business, Social Media Marketing, Economy, Economic Research, Statistics, Photography, Series 7, Series 63, Series 65
Education
University of Southern California 2009 — 2013
Bachelor of Arts (BA), Economics
The Kinkaid School 2002 — 2009
Tracy Hardaway Tracy Hardaway's UBS Experience January 1994 - Present
Job Vice President at UBS
Industry Financial Services
Experience
UBS January 1994 - Present
Dean Witter Reynolds Inc. December 1988 - January 1994
Education
University of South Carolina-Columbia 1967 — 1971
Bachelor of Arts (B.A.), Journalism
UBS January 1994 - Present
Dean Witter Reynolds Inc. December 1988 - January 1994
Education
University of South Carolina-Columbia 1967 — 1971
Bachelor of Arts (B.A.), Journalism
Dalton Brewster's UBS Experience January 2015 - May 2015
Job Account Executive
Industry Financial Services
Experience
Homes.com August 2015 - Present
Mission Bay Aquatic Center June 2014 - Present
UBS January 2015 - May 2015
University of San Diego August 2011 - May 2015
Waddell and Reed June 2014 - August 2014
Universidad Pontificia Comillas ICAI-ICADE August 2013 - December 2013
Big Arm Swimmers June 2013 - August 2013
South Wind Kayak June 2012 - August 2012
Skills
Event Planning, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Teamwork, Facebook, Leadership, Event Management, Time Management, English, Fundraising
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Senior
Corona Del Mar HS 2007 — 2011
Homes.com August 2015 - Present
Mission Bay Aquatic Center June 2014 - Present
UBS January 2015 - May 2015
University of San Diego August 2011 - May 2015
Waddell and Reed June 2014 - August 2014
Universidad Pontificia Comillas ICAI-ICADE August 2013 - December 2013
Big Arm Swimmers June 2013 - August 2013
South Wind Kayak June 2012 - August 2012
Skills
Event Planning, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Teamwork, Facebook, Leadership, Event Management, Time Management, English, Fundraising
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Senior
Corona Del Mar HS 2007 — 2011
Michael Reed Michael Reed's UBS Experience June 2011 - August 2011
Job Investment Banking Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2014 - Present
Cappello Group, Inc. June 2013 - November 2013
Oberon Securities, LLC June 2012 - August 2012
UBS June 2011 - August 2011
Johnson & Johnson June 2010 - August 2010
Skills
Capital IQ, Financial Modeling, Valuation, Investment Banking, Bloomberg, Financial Analysis, Microsoft Excel, PowerPoint, DCF
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Houlihan Lokey July 2014 - Present
Cappello Group, Inc. June 2013 - November 2013
Oberon Securities, LLC June 2012 - August 2012
UBS June 2011 - August 2011
Johnson & Johnson June 2010 - August 2010
Skills
Capital IQ, Financial Modeling, Valuation, Investment Banking, Bloomberg, Financial Analysis, Microsoft Excel, PowerPoint, DCF
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Jessica Liang Jessica Liang's UBS Experience July 2011 - February 2012
Job Forensic Advisory Associate at KPMG US
Industry Accounting
Experience
KPMG US August 2013 - Present
UBS July 2011 - February 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of Southern California 2009 — 2013
Bachelor of Science (BS), Marshall School of Business
CUHK
KPMG US August 2013 - Present
UBS July 2011 - February 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of Southern California 2009 — 2013
Bachelor of Science (BS), Marshall School of Business
CUHK
Danesh Jaiprashad Danesh Jaiprashad's UBS Experience November 2013 - August 2014
Job
Industry Financial Services
Experience
Citi August 2014 - Present
UBS November 2013 - August 2014
Citi April 2012 - November 2013
Citi August 2010 - April 2012
University of South Florida February 2009 - March 2011
University of South Florida April 2008 - February 2009
Skills
Research, Due Diligence, AML, VBA, SQL, Pivot Tables, Visio, Microsoft Excel, WordPress, Photoshop, HTML, CSS, JavaScript
Education
University of South Florida
Bachelor of Arts (B.A.)
University of South Florida
Independent Coursework
Citi August 2014 - Present
UBS November 2013 - August 2014
Citi April 2012 - November 2013
Citi August 2010 - April 2012
University of South Florida February 2009 - March 2011
University of South Florida April 2008 - February 2009
Skills
Research, Due Diligence, AML, VBA, SQL, Pivot Tables, Visio, Microsoft Excel, WordPress, Photoshop, HTML, CSS, JavaScript
Education
University of South Florida
Bachelor of Arts (B.A.)
University of South Florida
Independent Coursework
Jordan Warlick Jordan Warlick's UBS Experience May 2015 - Present
Job Corporate Financial Group Intern at UBS Wealth Management
Industry International Affairs
Experience
UBS May 2015 - Present
Education
University of Southern California 2012 — 2016
Bachelor of Arts (B.A.), International Relations and Affairs
UBS May 2015 - Present
Education
University of Southern California 2012 — 2016
Bachelor of Arts (B.A.), International Relations and Affairs
Alex Bartolomeo Alex Bartolomeo's UBS Experience June 2014 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS June 2014 - Present
Staples June 2013 - August 2013
Smilemakers Inc. June 2010 - March 2013
Aquatech Pool Management May 2011 - August 2012
Education
University of South Carolina - Darla Moore School of Business 2010 — 2014
Bachelor's degree, Finance, General, Senior
UBS June 2014 - Present
Staples June 2013 - August 2013
Smilemakers Inc. June 2010 - March 2013
Aquatech Pool Management May 2011 - August 2012
Education
University of South Carolina - Darla Moore School of Business 2010 — 2014
Bachelor's degree, Finance, General, Senior
Matt McCurry Matt McCurry's UBS Experience 2000 - 2012
Job Vice President, Investments at Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James & Associates, Inc. 2012 - Present
UBS 2000 - 2012
JC Bradford Financial 1989 - 2000
Skills
Finance, Financial Planning, Portfolio Management, Retirement Planning, Investments, Securities, Financial Advisory, Retirement, Wealth Management, Asset Allocation, Fixed Annuities, Mutual Funds, Series 7, Investment Advisory
Education
University of South Carolina-Columbia 1984 — 1988
Bachelor of Science (BS), Finance, General
Raymond James & Associates, Inc. 2012 - Present
UBS 2000 - 2012
JC Bradford Financial 1989 - 2000
Skills
Finance, Financial Planning, Portfolio Management, Retirement Planning, Investments, Securities, Financial Advisory, Retirement, Wealth Management, Asset Allocation, Fixed Annuities, Mutual Funds, Series 7, Investment Advisory
Education
University of South Carolina-Columbia 1984 — 1988
Bachelor of Science (BS), Finance, General
Kyle Struble Kyle Struble's UBS Experience February 2009 - July 2010
Job Director, Financial Analysis Liberty International
Industry Insurance
Experience
Liberty Mutual Insurance April 2015 - Present
Liberty Mutual Insurance July 2014 - April 2015
Liberty Mutual Insurance July 2012 - July 2014
GE Capital June 2011 - August 2011
UBS February 2009 - July 2010
Morgan Stanley Dean Witter June 2006 - February 2009
Skills
Financial Modeling, Proficient in Microsoft..., Regression Analysis, Investments, Financial Analysis, Financial Services, Finance, Mutual Funds, Investment Strategies, Analysis, Capital Markets, Banking, Portfolio Management, Equities, Wealth Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance, Corporate Accounting & Strategy
University of Rochester 2002 — 2006
BA, Economics
Vestal
Liberty Mutual Insurance April 2015 - Present
Liberty Mutual Insurance July 2014 - April 2015
Liberty Mutual Insurance July 2012 - July 2014
GE Capital June 2011 - August 2011
UBS February 2009 - July 2010
Morgan Stanley Dean Witter June 2006 - February 2009
Skills
Financial Modeling, Proficient in Microsoft..., Regression Analysis, Investments, Financial Analysis, Financial Services, Finance, Mutual Funds, Investment Strategies, Analysis, Capital Markets, Banking, Portfolio Management, Equities, Wealth Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance, Corporate Accounting & Strategy
University of Rochester 2002 — 2006
BA, Economics
Vestal
Molly Murphy Molly Murphy's UBS Experience February 2007 - Present
Job Director, UBS Prime Services
Industry Financial Services
Experience
UBS February 2007 - Present
Morgan Stanley Dean Witter February 2004 - February 2007
Education
University of Scranton 1999 — 2003
UBS February 2007 - Present
Morgan Stanley Dean Witter February 2004 - February 2007
Education
University of Scranton 1999 — 2003
Justin Alexander Gibson Justin Alexander Gibson's UBS Experience July 2010 - June 2012
Job Associate, Capital Planning at AIG
Industry Investment Banking
Experience
AIG March 2015 - Present
Movement is Free April 2014 - Present
Sponsors for Educational Opportunity January 2013 - Present
AIG May 2013 - March 2015
AIG June 2012 - May 2013
UBS July 2010 - June 2012
Barclays Capital June 2009 - August 2009
SEO May 2009 - August 2009
MEDITECH June 2008 - August 2008
MEDITECH June 2007 - August 2007
Skills
Valuation, Investment Banking, Corporate Development, Financial Analysis, Business Strategy, Microsoft Office, Bloomberg, Quantitative Analysis, Qualitative Analysis, Business Development, Factset, Financial Modelling, Corporate Strategy, Event Planning, Event Marketing Strategy
Education
University of Rochester 2006 — 2010
BA, Financial Economics, Math, Psychology
AIG March 2015 - Present
Movement is Free April 2014 - Present
Sponsors for Educational Opportunity January 2013 - Present
AIG May 2013 - March 2015
AIG June 2012 - May 2013
UBS July 2010 - June 2012
Barclays Capital June 2009 - August 2009
SEO May 2009 - August 2009
MEDITECH June 2008 - August 2008
MEDITECH June 2007 - August 2007
Skills
Valuation, Investment Banking, Corporate Development, Financial Analysis, Business Strategy, Microsoft Office, Bloomberg, Quantitative Analysis, Qualitative Analysis, Business Development, Factset, Financial Modelling, Corporate Strategy, Event Planning, Event Marketing Strategy
Education
University of Rochester 2006 — 2010
BA, Financial Economics, Math, Psychology
Andrew Riddle Andrew Riddle's UBS Experience July 2012 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS July 2012 - Present
RBS Global Banking & Markets November 2007 - June 2012
Dillon Read Capital Management October 2006 - October 2007
UBS Investment Bank August 1998 - October 2006
Skills
Fixed Income, Bloomberg, Securities, Bonds, Capital Markets, Equities, Back Office, Settlement, Series 7, Hedge Funds, Operational Risk, Swaps, Microsoft Excel, Bank Reconciliation, General Ledger, Cash Management, SAP BW, Smartstream TLM, Account Reconciliation, Excel, Reconciliation, Month End Close, P&I, Settlements, Oracle E-Business Suite, Recon Plus, P&L Management, Operations Management, Team Management, Risk Management, Transition Management, Accreditation, Third Party Vendor..., Collateral Management
Education
University of South Carolina-Columbia 1993 — 1996
BS, Management
UBS July 2012 - Present
RBS Global Banking & Markets November 2007 - June 2012
Dillon Read Capital Management October 2006 - October 2007
UBS Investment Bank August 1998 - October 2006
Skills
Fixed Income, Bloomberg, Securities, Bonds, Capital Markets, Equities, Back Office, Settlement, Series 7, Hedge Funds, Operational Risk, Swaps, Microsoft Excel, Bank Reconciliation, General Ledger, Cash Management, SAP BW, Smartstream TLM, Account Reconciliation, Excel, Reconciliation, Month End Close, P&I, Settlements, Oracle E-Business Suite, Recon Plus, P&L Management, Operations Management, Team Management, Risk Management, Transition Management, Accreditation, Third Party Vendor..., Collateral Management
Education
University of South Carolina-Columbia 1993 — 1996
BS, Management
Morgan Bender Morgan Bender's UBS Experience January 2010 - April 2010
Job Partner at Andreessen Horowitz
Industry Venture Capital & Private Equity
Experience
Andreessen Horowitz October 2013 - Present
Moelis & Company February 2013 - September 2013
Stifel Nicolaus Weisel (fka Thomas Weisel Partners) July 2011 - February 2013
University of Southern California – Center for Risk and Economic Analysis of Terrorism Events July 2010 - July 2011
UBS January 2010 - April 2010
University of Southern California August 2009 - December 2009
Skills
Strategic Financial..., Start-ups, Financial Accounting, Project Management, Real Estate, Social Media Marketing, Event Planning, IPO, Investment Banking, Financial Modeling, Quantitative Analytics, Private Placements, Marketing Research, Financial Analysis, Capital IQ, Project Finance, Valuation, Acquisitions, DCF Valuation, Business Planning, Forecasting, Leveraged Finance, Wealth Management, Financial Statement...
Education
University of Southern California
M.A., Economics
University of Southern California - Marshall School of Business
B.S., Business Administration: Financial Analysis and Valuation
Andreessen Horowitz October 2013 - Present
Moelis & Company February 2013 - September 2013
Stifel Nicolaus Weisel (fka Thomas Weisel Partners) July 2011 - February 2013
University of Southern California – Center for Risk and Economic Analysis of Terrorism Events July 2010 - July 2011
UBS January 2010 - April 2010
University of Southern California August 2009 - December 2009
Skills
Strategic Financial..., Start-ups, Financial Accounting, Project Management, Real Estate, Social Media Marketing, Event Planning, IPO, Investment Banking, Financial Modeling, Quantitative Analytics, Private Placements, Marketing Research, Financial Analysis, Capital IQ, Project Finance, Valuation, Acquisitions, DCF Valuation, Business Planning, Forecasting, Leveraged Finance, Wealth Management, Financial Statement...
Education
University of Southern California
M.A., Economics
University of Southern California - Marshall School of Business
B.S., Business Administration: Financial Analysis and Valuation
David Bartholomew David Bartholomew's UBS Experience 2002 - 2008
Job Principal and Senior Associate General Counsel at Edward Jones
Industry Financial Services
Experience
Edward Jones 2012 - Present
Bank of the West/BNP Paribas 2009 - 2012
Palmer, Lombardi & Donohue LLP 2008 - 2009
UBS 2002 - 2008
Keesal, Young & Logan 1986 - 2002
Skills
Corporate Law, Litigation, SEC, Financial Risk, Insurance, Governance, Internal Investigations, Securities, Securities Regulation, FINRA, Corporate Governance
Education
University of Southern California 1983 — 1986
JD
Wesleyan University 1977 — 1981
BA
St Charles HS 1973 — 1977
Edward Jones 2012 - Present
Bank of the West/BNP Paribas 2009 - 2012
Palmer, Lombardi & Donohue LLP 2008 - 2009
UBS 2002 - 2008
Keesal, Young & Logan 1986 - 2002
Skills
Corporate Law, Litigation, SEC, Financial Risk, Insurance, Governance, Internal Investigations, Securities, Securities Regulation, FINRA, Corporate Governance
Education
University of Southern California 1983 — 1986
JD
Wesleyan University 1977 — 1981
BA
St Charles HS 1973 — 1977
Michael Callahan Michael Callahan's UBS Experience 2010 - 2010
Job Associate at Eastdil Secured
Industry Real Estate
Experience
Eastdil Secured July 2012 - Present
Colony Capital May 2011 - September 2012
UBS 2010 - 2010
Skills
Asset Managment, Capital Markets, Financial Modeling, Commercial Real Estate, Valuation, Real Estate Development, Disposition, Argus Modeling, Real Estate Economics, Due Diligence, Brokerage, Shredding, Asset Management
Education
University of Southern California 2009 — 2012
Bachelor's degree, Real Estate Finance
University of Southern California - Marshall School of Business 2009 — 2012
BS, Finance, Real Estate Finance
Eastdil Secured July 2012 - Present
Colony Capital May 2011 - September 2012
UBS 2010 - 2010
Skills
Asset Managment, Capital Markets, Financial Modeling, Commercial Real Estate, Valuation, Real Estate Development, Disposition, Argus Modeling, Real Estate Economics, Due Diligence, Brokerage, Shredding, Asset Management
Education
University of Southern California 2009 — 2012
Bachelor's degree, Real Estate Finance
University of Southern California - Marshall School of Business 2009 — 2012
BS, Finance, Real Estate Finance
Lindsay Myers's UBS Experience June 2013 - Present
Job Branch Office Administrator at UBS Financial Services
Industry Financial Services
Experience
UBS June 2013 - Present
University of South Carolina 2008 - December 2012
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science (B.S.), Hospitality Management
UBS June 2013 - Present
University of South Carolina 2008 - December 2012
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science (B.S.), Hospitality Management
Nina (Maria) Bullard Nina (Maria) Bullard's UBS Experience March 1999 - July 2002
Job Independent Contractor: ItalianEnglishItalian Translator
Industry Executive Office
Experience
Freelancer February 2009 - Present
NCUA January 2006 - September 2007
CUNA -- Credit Union National Association 2002 - 2005
UBS March 1999 - July 2002
Foderaro Viaggi e Turismo 1983 - 1998
Skills
Translation, Linguistics, Microsoft Office, Research, PowerPoint, Language Teaching, Italian, Interpreting, Proofreading, Editing, Literature, Language Services, Technical Translation, Transcription, Multilingual, Copywriting, Spanish, Foreign Languages, French, English, Public Speaking, Localization, Social Networking, Terminology, Microsoft Excel, Press Releases, Manuals
Education
USF 2012 — 2013
Graduate Certificate, Foreign Language Education
University of South Florida 2010 — 2012
English & American Literature, English, summa cum laude
State College of Florida 2008 — 2010
AA, Liberal Arts and Sciences/Liberal Studies
Gosford High
Freelancer February 2009 - Present
NCUA January 2006 - September 2007
CUNA -- Credit Union National Association 2002 - 2005
UBS March 1999 - July 2002
Foderaro Viaggi e Turismo 1983 - 1998
Skills
Translation, Linguistics, Microsoft Office, Research, PowerPoint, Language Teaching, Italian, Interpreting, Proofreading, Editing, Literature, Language Services, Technical Translation, Transcription, Multilingual, Copywriting, Spanish, Foreign Languages, French, English, Public Speaking, Localization, Social Networking, Terminology, Microsoft Excel, Press Releases, Manuals
Education
USF 2012 — 2013
Graduate Certificate, Foreign Language Education
University of South Florida 2010 — 2012
English & American Literature, English, summa cum laude
State College of Florida 2008 — 2010
AA, Liberal Arts and Sciences/Liberal Studies
Gosford High
Cynthia Chao Cynthia Chao's UBS Experience October 2014 - January 2015
Job Investment Research and Analysis Intern at Cathay United Bank
Industry
Experience
UBS October 2014 - January 2015
Cathay United Bank June 2014 - August 2014
USC RTH Business Center September 2012 - December 2013
Capital Machinery Ltd June 2013 - August 2013
W Taipei December 2012 - December 2012
Skills
Finance, Databases, Analysis, Data Analysis
Education
University of Southern California 2012 — 2016
Bachelor of Science (BS), Business Administration and Management, General
Palos Verdes Peninsula High School 2008 — 2012
UBS October 2014 - January 2015
Cathay United Bank June 2014 - August 2014
USC RTH Business Center September 2012 - December 2013
Capital Machinery Ltd June 2013 - August 2013
W Taipei December 2012 - December 2012
Skills
Finance, Databases, Analysis, Data Analysis
Education
University of Southern California 2012 — 2016
Bachelor of Science (BS), Business Administration and Management, General
Palos Verdes Peninsula High School 2008 — 2012
Derrick Choi's UBS Experience June 2013 - July 2013
Job Software Engineering Intern at Apple
Industry Computer Software
Experience
Apple May 2015 - Present
The Coca-Cola Company August 2014 - December 2014
Cherrypicks July 2014 - August 2014
Early Adopter Network May 2014 - August 2014
PwC June 2014 - July 2014
University of Southern California January 2014 - June 2014
Google February 2014 - May 2014
TileItOn August 2013 - May 2014
Spotify August 2013 - February 2014
UBS June 2013 - July 2013
Skills
Research, Marketing, PowerPoint, Photography, Social Media, Blogging, Strategic Partnerships, Facebook, Microsoft Excel, WordPress, Social Networking, Social Media Marketing, Microsoft Word, Microsoft Office, Photoshop, Teamwork, Sales, Graphic Design, Market Research, Start-ups, Bloomberg, HTML, Windows, Public Speaking, InDesign, Java, Instagram, Event Planning, Entrepreneurship, C++, Google Docs, Product Management, Final Cut Pro, SQL
Education
University of Southern California 2012 — 2016
Bachelor of Science (BS), Computer Science and Business Administration, Sophomore
Phillips Academy Andover 2008 — 2012
9-12
Diocesan Boys' School 2006 — 2008
7-8
St. Paul's Co-educational College 2003 — 2006
Apple May 2015 - Present
The Coca-Cola Company August 2014 - December 2014
Cherrypicks July 2014 - August 2014
Early Adopter Network May 2014 - August 2014
PwC June 2014 - July 2014
University of Southern California January 2014 - June 2014
Google February 2014 - May 2014
TileItOn August 2013 - May 2014
Spotify August 2013 - February 2014
UBS June 2013 - July 2013
Skills
Research, Marketing, PowerPoint, Photography, Social Media, Blogging, Strategic Partnerships, Facebook, Microsoft Excel, WordPress, Social Networking, Social Media Marketing, Microsoft Word, Microsoft Office, Photoshop, Teamwork, Sales, Graphic Design, Market Research, Start-ups, Bloomberg, HTML, Windows, Public Speaking, InDesign, Java, Instagram, Event Planning, Entrepreneurship, C++, Google Docs, Product Management, Final Cut Pro, SQL
Education
University of Southern California 2012 — 2016
Bachelor of Science (BS), Computer Science and Business Administration, Sophomore
Phillips Academy Andover 2008 — 2012
9-12
Diocesan Boys' School 2006 — 2008
7-8
St. Paul's Co-educational College 2003 — 2006
Isabella Zeng's UBS Experience June 2009 - August 2009
Job Alternative Investments Research at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs September 2014 - Present
Citigroup June 2012 - September 2014
Barclays Capital June 2011 - September 2011
Marcus & Millichap May 2010 - October 2010
Forex Signs Inc. April 2010 - August 2010
UBS June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Financial Analysis, Microsoft Office, Wealth Management, Bloomberg Terminal, Corporate Finance, Equity Research, Microsoft Excel, Portfolio Management, Asset Allocation, Monte Carlo Simulation, Statistical Modeling, VBA, Quantitative Research, Mutual Funds, Alternative Investments, Hedge Funds, Due Diligence, Investment Research, Investments, Morningstar, Asset Management, Manager Selection, Research, Macro Analysis
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Bachelor of Science (B.S.), Finance, Actuarial Science
University of Rochester 2008 — 2009
Transferred, Mathematics, Financial Economics, Psychology
Goldman Sachs September 2014 - Present
Citigroup June 2012 - September 2014
Barclays Capital June 2011 - September 2011
Marcus & Millichap May 2010 - October 2010
Forex Signs Inc. April 2010 - August 2010
UBS June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Financial Analysis, Microsoft Office, Wealth Management, Bloomberg Terminal, Corporate Finance, Equity Research, Microsoft Excel, Portfolio Management, Asset Allocation, Monte Carlo Simulation, Statistical Modeling, VBA, Quantitative Research, Mutual Funds, Alternative Investments, Hedge Funds, Due Diligence, Investment Research, Investments, Morningstar, Asset Management, Manager Selection, Research, Macro Analysis
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Bachelor of Science (B.S.), Finance, Actuarial Science
University of Rochester 2008 — 2009
Transferred, Mathematics, Financial Economics, Psychology
Dean Hoover Dean Hoover's UBS Experience October 2008 - Present
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS October 2008 - Present
Education
University of South Florida 1994 — 1997
Bachelor of Science, Finance and Economics
UBS October 2008 - Present
Education
University of South Florida 1994 — 1997
Bachelor of Science, Finance and Economics
Jack Collins Jack Collins's UBS Experience March 1999 - March 2001
Job CEO at EV News Report
Industry Media Production
Experience
EV News Report November 2012 - Present
Jack Collins, self-employed March 2001 - Present
UBS March 1999 - March 2001
Merrill Lynch January 1993 - March 1999
Skills
Social Media, Digital Media, Social Media Marketing, Marketing Strategy, Strategic Financial..., Teaching Experience, Journalism, Environmental Issues, Adventure Travel, Athletic Performance, Volunteering
Education
University of San Francisco 2003 — 2005
Teaching Certification, Social Studies Teacher Education
Villanova University 1986 — 1990
Bachelor of Science (B.S.), Finance
EV News Report November 2012 - Present
Jack Collins, self-employed March 2001 - Present
UBS March 1999 - March 2001
Merrill Lynch January 1993 - March 1999
Skills
Social Media, Digital Media, Social Media Marketing, Marketing Strategy, Strategic Financial..., Teaching Experience, Journalism, Environmental Issues, Adventure Travel, Athletic Performance, Volunteering
Education
University of San Francisco 2003 — 2005
Teaching Certification, Social Studies Teacher Education
Villanova University 1986 — 1990
Bachelor of Science (B.S.), Finance
Steven Mulreed Steven Mulreed's UBS Experience May 2010 - July 2011
Job Assistant Supervisor at MLB Advanced Media
Industry Higher Education
Experience
MLB Advanced Media August 2013 - Present
University of South Carolina August 2009 - August 2013
SportsNet New York May 2012 - August 2012
UBS May 2010 - July 2011
Darien Youth Hockey Association June 2009 - August 2009
Skills
Sports Management, Microsoft Word, Microsoft Excel, PowerPoint, Social Networking, Time Management, Youth Development, Sports, Logging, Editing, Teaching
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (BS), Sport and Entertainment Management
Trinity Catholic High School 2005 — 2009
MLB Advanced Media August 2013 - Present
University of South Carolina August 2009 - August 2013
SportsNet New York May 2012 - August 2012
UBS May 2010 - July 2011
Darien Youth Hockey Association June 2009 - August 2009
Skills
Sports Management, Microsoft Word, Microsoft Excel, PowerPoint, Social Networking, Time Management, Youth Development, Sports, Logging, Editing, Teaching
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (BS), Sport and Entertainment Management
Trinity Catholic High School 2005 — 2009
Brittany Tisdell's UBS Experience May 2010 - September 2010
Job Insurance Agent
Industry Marketing and Advertising
Experience
New York Life Insurance Company August 2011 - November 2012
UBS May 2010 - September 2010
Terry Hines & Associates 2008 - 2008
Skills
Microsoft Office, Social Networking, Public Relations, Marketing, Microsoft Excel, Customer Service, Social Media, Social Media Marketing, Spanish, Advertising
Education
University of San Francisco 2006 — 2010
Bachelor of Arts (BA), Communications, Public Relations
Nolan Catholic High School
New York Life Insurance Company August 2011 - November 2012
UBS May 2010 - September 2010
Terry Hines & Associates 2008 - 2008
Skills
Microsoft Office, Social Networking, Public Relations, Marketing, Microsoft Excel, Customer Service, Social Media, Social Media Marketing, Spanish, Advertising
Education
University of San Francisco 2006 — 2010
Bachelor of Arts (BA), Communications, Public Relations
Nolan Catholic High School
Aixi Ye Aixi Ye's UBS Experience March 2011 - May 2011
Job Student at University of Southern California
Industry Financial Services
Experience
UBS March 2011 - May 2011
USC 2009 - 2011
Education
University of Southern California 2009 — 2011
Master, Mathematical Finance
Zhejiang University
UBS March 2011 - May 2011
USC 2009 - 2011
Education
University of Southern California 2009 — 2011
Master, Mathematical Finance
Zhejiang University
Geoffrey Laughlin Geoffrey Laughlin's UBS Experience 2004 - 2009
Job
Industry Investment Management
Experience
Robert W. Baird & Co. February 2015 - Present
Robert W. Baird & Co. February 2013 - January 2015
Robert W. Baird March 2009 - January 2013
UBS 2004 - 2009
Deloitte 2002 - 2003
ICG Commerce 2001 - 2003
SAP America 1998 - 2001
CTG 1995 - 1998
Education
University of Rochester - Simon Business School 1997 — 1998
MBA, Finance
Robert W. Baird & Co. February 2015 - Present
Robert W. Baird & Co. February 2013 - January 2015
Robert W. Baird March 2009 - January 2013
UBS 2004 - 2009
Deloitte 2002 - 2003
ICG Commerce 2001 - 2003
SAP America 1998 - 2001
CTG 1995 - 1998
Education
University of Rochester - Simon Business School 1997 — 1998
MBA, Finance
Christopher Growney Christopher Growney's UBS Experience January 2013 - June 2013
Job Consultant at Capco
Industry Financial Services
Experience
Capco January 2015 - Present
JPMorgan Chase July 2013 - October 2014
UBS January 2013 - June 2013
Morgan Stanley September 2009 - October 2012
Morgan Stanley June 2007 - August 2009
JPMorgan Chase April 2004 - May 2007
Sitka Prevention & Treatment Services August 2002 - August 2003
Skills
Business Analysis, Agile Project Management, Strategy, Microsoft Office, Strategic Planning, MS Project, Project Planning, Software Project..., SharePoint, Business Planning, Graphic Design, Community Outreach, Process Improvement, Project Management, Analysis, Management, Change Management, Business Intelligence, Vendor Management, Risk Management
Education
University of Scranton 1998 — 2002
Bachelor of Science (BS), Finance, General
University of Scranton 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Capco January 2015 - Present
JPMorgan Chase July 2013 - October 2014
UBS January 2013 - June 2013
Morgan Stanley September 2009 - October 2012
Morgan Stanley June 2007 - August 2009
JPMorgan Chase April 2004 - May 2007
Sitka Prevention & Treatment Services August 2002 - August 2003
Skills
Business Analysis, Agile Project Management, Strategy, Microsoft Office, Strategic Planning, MS Project, Project Planning, Software Project..., SharePoint, Business Planning, Graphic Design, Community Outreach, Process Improvement, Project Management, Analysis, Management, Change Management, Business Intelligence, Vendor Management, Risk Management
Education
University of Scranton 1998 — 2002
Bachelor of Science (BS), Finance, General
University of Scranton 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Rick Marcatos, CFP® Rick Marcatos, CFP®'s UBS Experience September 2000 - Present
Job Senior Vice President at UBS Wealth Management Senior Portfolio Manager
Industry Financial Services
Experience
UBS September 2000 - Present
Prudential Financial September 1995 - September 2000
US Army January 1985 - November 1989
Skills
Series 7, Investment Management -..., Wealth Management -..., Series 63, Series 65
Education
University of South Florida 1993 — 1995
BA, Finance, Economics
UBS September 2000 - Present
Prudential Financial September 1995 - September 2000
US Army January 1985 - November 1989
Skills
Series 7, Investment Management -..., Wealth Management -..., Series 63, Series 65
Education
University of South Florida 1993 — 1995
BA, Finance, Economics
Brianna Abdal Waheed Brianna Abdal Waheed's UBS Experience January 2008 - Present
Job Analyst at UBS
Industry Financial Services
Experience
UBS January 2008 - Present
Goldman Sachs May 2006 - August 2006
Skills
Equity Research, Data Analysis, VBA, SQL, Java, Microsoft Office, Statistics, DBs, Proposal Writing, Access, Editing, Cash Flow Forecasting, Analysis, DCF, Financial Modeling, Valuation
Education
University of Southern California 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
UBS January 2008 - Present
Goldman Sachs May 2006 - August 2006
Skills
Equity Research, Data Analysis, VBA, SQL, Java, Microsoft Office, Statistics, DBs, Proposal Writing, Access, Editing, Cash Flow Forecasting, Analysis, DCF, Financial Modeling, Valuation
Education
University of Southern California 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
Sam Quigley's UBS Experience May 2001 - May 2003
Job I make my clients' insurance buying process easier and more cost effective so they can focus on running their business
Industry Insurance
Experience
Barney & Barney June 2003 - Present
UBS May 2001 - May 2003
University of San Diego 1999 - 2003
Skills
Insurance, Workers Compensation, Property & Casualty..., Professional Liability, Account Management, Legal Liability, Business Development, Sales, Underwriting, Brokers, Health Insurance, Commercial Insurance, New Business Development, Financial Analysis, Marketing Strategy, D&O, Liability, Casualty, Risk Management, Commercial Lines, Strategic Planning
Education
University of San Diego 1999 — 2003
Bachelor of Business Administration (B.B.A.)
Barney & Barney June 2003 - Present
UBS May 2001 - May 2003
University of San Diego 1999 - 2003
Skills
Insurance, Workers Compensation, Property & Casualty..., Professional Liability, Account Management, Legal Liability, Business Development, Sales, Underwriting, Brokers, Health Insurance, Commercial Insurance, New Business Development, Financial Analysis, Marketing Strategy, D&O, Liability, Casualty, Risk Management, Commercial Lines, Strategic Planning
Education
University of San Diego 1999 — 2003
Bachelor of Business Administration (B.B.A.)
Harry B. Suh Harry B. Suh's UBS Experience September 2003 - October 2007
Job Private Banker at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2007 - Present
UBS September 2003 - October 2007
Skills
Asset Management, Investments, Alternative Investments, Equities, Asset Allocation, Portfolio Management, Financial Planning, Financial Advisory, Hedge Funds, Wealth Management, Structured Products
Education
University of Southern California
Credit Suisse October 2007 - Present
UBS September 2003 - October 2007
Skills
Asset Management, Investments, Alternative Investments, Equities, Asset Allocation, Portfolio Management, Financial Planning, Financial Advisory, Hedge Funds, Wealth Management, Structured Products
Education
University of Southern California
Josephine Dorado Josephine Dorado's UBS Experience 1999 - 2003
Job Digital Strategist, Producer, Professor, Pilates Instructor
Industry Online Media
Experience
The New School February 2007 - Present
U.S. Department of State 2012 - Present
This Spartan Life, Core Pilates NYC & others April 2009 - Present
Yay Pilates October 2012 - Present
Fractor.org 2008 - 2009
Kidz Connect 2005 - 2009
Williams Lea/Banc of America Securities 2005 - 2009
PIMA 2006 - 2008
Waag Society 2003 - 2004
UBS 1999 - 2003
Skills
E-Learning, Virtual Training, Mixed Reality, Augmented Reality, Interactive Art, Media Production, Telematics, Performing Arts, Teaching, Public Speaking, Social Media, Research, Strategic Planning, Social Networking, Web Design, Virtual Worlds, Dance, Game Theory, Network Performance, Pilates, Theatre, Digital Media, Digital Strategy, Blogging, Video, New Media, Content Strategy, Art, Film, Facebook, User Experience, Event Planning, Storytelling, Creative Direction, Multimedia, Strategy, Nonprofits, Community Outreach, Creative Writing, Start-ups
Education
The New School 2002 — 2006
M.A., Media Studies
University of South Florida 1986 — 1990
B.A., Psychology
The New School February 2007 - Present
U.S. Department of State 2012 - Present
This Spartan Life, Core Pilates NYC & others April 2009 - Present
Yay Pilates October 2012 - Present
Fractor.org 2008 - 2009
Kidz Connect 2005 - 2009
Williams Lea/Banc of America Securities 2005 - 2009
PIMA 2006 - 2008
Waag Society 2003 - 2004
UBS 1999 - 2003
Skills
E-Learning, Virtual Training, Mixed Reality, Augmented Reality, Interactive Art, Media Production, Telematics, Performing Arts, Teaching, Public Speaking, Social Media, Research, Strategic Planning, Social Networking, Web Design, Virtual Worlds, Dance, Game Theory, Network Performance, Pilates, Theatre, Digital Media, Digital Strategy, Blogging, Video, New Media, Content Strategy, Art, Film, Facebook, User Experience, Event Planning, Storytelling, Creative Direction, Multimedia, Strategy, Nonprofits, Community Outreach, Creative Writing, Start-ups
Education
The New School 2002 — 2006
M.A., Media Studies
University of South Florida 1986 — 1990
B.A., Psychology
M.J. Nodilo M.J. Nodilo's UBS Experience September 2001 - November 2009
Job President & Portfolio Manager at Pathlight Investors
Industry Investment Management
Experience
Pathlight Investors, LLC November 2009 - Present
UBS September 2001 - November 2009
Smith Barney July 1999 - September 2001
Franklin Templeton Investments July 1998 - August 1999
Skills
Investments, Portfolio Management, Investment Advisory, Asset Management, Alternative Investments, Wealth Management, Asset Allocation, Equities, Hedge Funds, Investment Management
Education
University of San Francisco 1993 — 1998
Bachelor of Science, Business Administration
Pathlight Investors, LLC November 2009 - Present
UBS September 2001 - November 2009
Smith Barney July 1999 - September 2001
Franklin Templeton Investments July 1998 - August 1999
Skills
Investments, Portfolio Management, Investment Advisory, Asset Management, Alternative Investments, Wealth Management, Asset Allocation, Equities, Hedge Funds, Investment Management
Education
University of San Francisco 1993 — 1998
Bachelor of Science, Business Administration
Shasha Li Shasha Li's UBS Experience January 2009 - May 2009
Job MFA Candidate at USC School of Cinematic Arts
Industry Performing Arts
Experience
Radar Pictures June 2014 - August 2014
PwC September 2010 - April 2012
THiNKGREEN! Global Inc. August 2009 - December 2009
UBS January 2009 - May 2009
Skills
Certified Public..., Fluent in Mandarin, Financial Analysis, Microsoft Excel, Strategy, Venture Capital, Investment Banking, Investments, Hedge Funds, Financial Modeling, CPA, Financial Reporting, Accounting, Business Planning
Education
University of Southern California
Master of Fine Arts (MFA), Writing, Directing
New York University - Leonard N. Stern School of Business 2008 — 2010
BS-MS, Accounting and Finance
Rowland High School
Radar Pictures June 2014 - August 2014
PwC September 2010 - April 2012
THiNKGREEN! Global Inc. August 2009 - December 2009
UBS January 2009 - May 2009
Skills
Certified Public..., Fluent in Mandarin, Financial Analysis, Microsoft Excel, Strategy, Venture Capital, Investment Banking, Investments, Hedge Funds, Financial Modeling, CPA, Financial Reporting, Accounting, Business Planning
Education
University of Southern California
Master of Fine Arts (MFA), Writing, Directing
New York University - Leonard N. Stern School of Business 2008 — 2010
BS-MS, Accounting and Finance
Rowland High School
Kam Najmi Kam Najmi's UBS Experience June 2004 - August 2005
Job President at RAYMAK AUTOMOTIVE, INC
Industry Automotive
Experience
RAYMAK AUTOMOTIVE, INC June 2011 - Present
ZEN Mobile Solutions March 2010 - July 2014
Floyd Associates January 2007 - January 2010
IranFootball2006.com September 2005 - June 2006
UBS June 2004 - August 2005
Skills
Strategic Partnerships, Financial Modeling, Mobile Devices, Financial Analysis, Corporate Finance, Mobile Marketing, Valuation, Mergers, Private Equity, Investments, Business Strategy, Venture Capital, Mergers & Acquisitions, Management Consulting, Investment Banking, Economics, Market Research, Market Analysis, Start-ups, Financial Services, Equities, Strategy, Business Development, New Business Development, Corporate Development, Securities, Marketing Strategy, Alternative Investments, Executive Management, Due Diligence, Entrepreneurship, Competitive Analysis, Emerging Markets, Strategic Consulting, Strategic Financial..., Restructuring, Business Planning, Analytics, Angel Investing
Education
University of Southern California 2003 — 2006
Business
Peninsula H.S. 1998 — 2002
Diploma
RAYMAK AUTOMOTIVE, INC June 2011 - Present
ZEN Mobile Solutions March 2010 - July 2014
Floyd Associates January 2007 - January 2010
IranFootball2006.com September 2005 - June 2006
UBS June 2004 - August 2005
Skills
Strategic Partnerships, Financial Modeling, Mobile Devices, Financial Analysis, Corporate Finance, Mobile Marketing, Valuation, Mergers, Private Equity, Investments, Business Strategy, Venture Capital, Mergers & Acquisitions, Management Consulting, Investment Banking, Economics, Market Research, Market Analysis, Start-ups, Financial Services, Equities, Strategy, Business Development, New Business Development, Corporate Development, Securities, Marketing Strategy, Alternative Investments, Executive Management, Due Diligence, Entrepreneurship, Competitive Analysis, Emerging Markets, Strategic Consulting, Strategic Financial..., Restructuring, Business Planning, Analytics, Angel Investing
Education
University of Southern California 2003 — 2006
Business
Peninsula H.S. 1998 — 2002
Diploma
Ryan Huntsman's UBS Experience November 2008 - May 2009
Job Vice President National Commercial Sales at Chicago Title
Industry Financial Services
Experience
Chicago Title Insurance Company January 2015 - Present
Transamerican Escrow June 2014 - January 2015
Union Bank September 2011 - June 2014
Michel Financial Group May 2010 - September 2011
Green Machine/National Cash Inc May 2009 - September 2011
CORA Commercial June 2009 - February 2011
UBS November 2008 - May 2009
LandAmerica December 2002 - November 2008
Skills
Series 7, Insurance, Investments, Retirement Planning, Long Term Care, Financial Planning, Securities, Annuities, Asset Management, Risk Management, Planning, Financial Analysis, 401k, Bonds, Wealth Management, Estate Planning, Financial Advisory, Retirement, Mutual Funds, Portfolio Management, Investment Advisory, IRA's, Strategic Financial..., Mergers & Acquisitions, Life Insurance, Real Estate, Finance, Fixed Income, Small Business, Disability Insurance, Fixed Annuities, Mortgage Lending, Series 63
Education
University of San Diego 1998 — 2002
BA, Business, Communications
Our Lady Queen of Angels 1991 — 1994
Corona Del Mar High
Chicago Title Insurance Company January 2015 - Present
Transamerican Escrow June 2014 - January 2015
Union Bank September 2011 - June 2014
Michel Financial Group May 2010 - September 2011
Green Machine/National Cash Inc May 2009 - September 2011
CORA Commercial June 2009 - February 2011
UBS November 2008 - May 2009
LandAmerica December 2002 - November 2008
Skills
Series 7, Insurance, Investments, Retirement Planning, Long Term Care, Financial Planning, Securities, Annuities, Asset Management, Risk Management, Planning, Financial Analysis, 401k, Bonds, Wealth Management, Estate Planning, Financial Advisory, Retirement, Mutual Funds, Portfolio Management, Investment Advisory, IRA's, Strategic Financial..., Mergers & Acquisitions, Life Insurance, Real Estate, Finance, Fixed Income, Small Business, Disability Insurance, Fixed Annuities, Mortgage Lending, Series 63
Education
University of San Diego 1998 — 2002
BA, Business, Communications
Our Lady Queen of Angels 1991 — 1994
Corona Del Mar High
Worth Boyce Worth Boyce's UBS Experience August 2013 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS August 2013 - Present
Education
University of Southern California 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
UBS August 2013 - Present
Education
University of Southern California 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Matthew N. Fedison Matthew N. Fedison's UBS Experience 2006 - 2006
Job Securities Specialist at Computershare Inc.
Industry Financial Services
Experience
Computershare September 2013 - Present
Computershare January 2013 - September 2013
Powell Financial Group 2011 - 2011
Monarch Capital Management 2010 - 2010
Carolina First Bank December 2006 - March 2009
UBS 2006 - 2006
Smith Barney May 2005 - August 2005
Skills
Securities, Banking, Mutual Funds, Trading, Financial Services, Asset Managment, Asset Allocation, Portfolio Management, Wealth Management, Fixed Income, Loans, Series 7, Investment Strategies, Finance, Equities
Education
University of South Carolina - Darla Moore School of Business 2002 — 2006
Bachelor of Science in Business Administration, Finance and Economics
New Providence High School 1998 — 2002
Diploma
Computershare September 2013 - Present
Computershare January 2013 - September 2013
Powell Financial Group 2011 - 2011
Monarch Capital Management 2010 - 2010
Carolina First Bank December 2006 - March 2009
UBS 2006 - 2006
Smith Barney May 2005 - August 2005
Skills
Securities, Banking, Mutual Funds, Trading, Financial Services, Asset Managment, Asset Allocation, Portfolio Management, Wealth Management, Fixed Income, Loans, Series 7, Investment Strategies, Finance, Equities
Education
University of South Carolina - Darla Moore School of Business 2002 — 2006
Bachelor of Science in Business Administration, Finance and Economics
New Providence High School 1998 — 2002
Diploma
Katrina Kim's UBS Experience August 2014 - December 2014
Job Student at University of Southern California
Industry Financial Services
Experience
BNP Paribas August 2014 - June 2015
UBS August 2014 - December 2014
BDA Partners May 2013 - December 2013
Standard Chartered Bank May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Trading
Education
University of Southern California 2011 — 2016
Bachelor of Arts (B.A.), Business/Managerial Economics
BNP Paribas August 2014 - June 2015
UBS August 2014 - December 2014
BDA Partners May 2013 - December 2013
Standard Chartered Bank May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Trading
Education
University of Southern California 2011 — 2016
Bachelor of Arts (B.A.), Business/Managerial Economics
Bryan Byrnes's UBS Experience June 2011 - November 2014
Job Graduate Student
Industry Mechanical or Industrial Engineering
Experience
Self Published Author June 1988 - Present
UBS June 2011 - November 2014
The Math Emporium January 2010 - January 2011
Virginia Tech Experimental Condensed Matter Physics Lab January 2009 - January 2011
The NASA Center for Optical Sensing and Imaging at CUNY June 2005 - August 2005
Skills
Trading Systems, VBA, Data Analysis, Fixed Income, FX Options, Data Mining, Building spreadsheets, Technical Analysis, Algorithm Design, Financial Operations, Data reporting, Statistical Modeling, JavaScript, HTML, CSS, Series 7, Bloomberg, Equity Derivatives, Series 63, series 3, SEF, Credit Trading, CDS, IRS, Trading, Equities, FINRA, Options, Electronic Trading, Hedge Funds, Derivatives, Credit Derivatives, Capital Markets, Public Speaking
Education
University of Southern California 2015 — 2017
Master's degree, Mechanical Engineering
Virginia Polytechnic Institute and State University 2006 — 2010
BS, Physics, 3.28
Self Published Author June 1988 - Present
UBS June 2011 - November 2014
The Math Emporium January 2010 - January 2011
Virginia Tech Experimental Condensed Matter Physics Lab January 2009 - January 2011
The NASA Center for Optical Sensing and Imaging at CUNY June 2005 - August 2005
Skills
Trading Systems, VBA, Data Analysis, Fixed Income, FX Options, Data Mining, Building spreadsheets, Technical Analysis, Algorithm Design, Financial Operations, Data reporting, Statistical Modeling, JavaScript, HTML, CSS, Series 7, Bloomberg, Equity Derivatives, Series 63, series 3, SEF, Credit Trading, CDS, IRS, Trading, Equities, FINRA, Options, Electronic Trading, Hedge Funds, Derivatives, Credit Derivatives, Capital Markets, Public Speaking
Education
University of Southern California 2015 — 2017
Master's degree, Mechanical Engineering
Virginia Polytechnic Institute and State University 2006 — 2010
BS, Physics, 3.28
Jamie Moskowitz Jamie Moskowitz's UBS Experience September 2012 - December 2012
Job Sales + Strategy @ Google
Industry Marketing and Advertising
Experience
Google March 2015 - Present
Warby Parker August 2014 - December 2014
Omaze October 2013 - April 2014
Warby Parker June 2013 - September 2013
Fred Segal Santa Monica June 2011 - May 2013
UBS September 2012 - December 2012
Omaze January 2012 - September 2012
Club Monaco November 2010 - June 2011
Bain/Sills Productions June 2010 - August 2010
Bain/Sills Productions July 2009 - August 2009
Education
University of Southern California
Bachelor of Arts (B.A.), Communication
Google March 2015 - Present
Warby Parker August 2014 - December 2014
Omaze October 2013 - April 2014
Warby Parker June 2013 - September 2013
Fred Segal Santa Monica June 2011 - May 2013
UBS September 2012 - December 2012
Omaze January 2012 - September 2012
Club Monaco November 2010 - June 2011
Bain/Sills Productions June 2010 - August 2010
Bain/Sills Productions July 2009 - August 2009
Education
University of Southern California
Bachelor of Arts (B.A.), Communication
Trey Riley's UBS Experience May 2009 - September 2009
Job Project Manager at American Technologies Inc.
Industry Construction
Experience
American Technologies, Inc. January 2014 - Present
Amatuer Baseball Development Group January 2007 - Present
Dignified Transition Solutions, LLC March 2012 - January 2014
One West Bank October 2011 - February 2012
Bank of America March 2011 - September 2011
Consolidated Electrical Distributors October 2010 - January 2011
Capstone Direct Mortgage Financing July 2010 - October 2010
Ange and Proia Real Estate Group July 2010 - October 2010
UBS May 2009 - September 2009
Skills
Real Estate, Marketing, Investments, Investment Properties, Real Estate Economics, Management, Sales, Negotiation, Investors, Mortgage Lending, Analysis, Salesforce.com, Leases, Time Management, Finance, Customer Service
Education
University of San Diego 2006 — 2010
Bachelor's Degree, Finance and Real Estate
Oaks Christian High School 2002 — 2006
High School, Business
American Technologies, Inc. January 2014 - Present
Amatuer Baseball Development Group January 2007 - Present
Dignified Transition Solutions, LLC March 2012 - January 2014
One West Bank October 2011 - February 2012
Bank of America March 2011 - September 2011
Consolidated Electrical Distributors October 2010 - January 2011
Capstone Direct Mortgage Financing July 2010 - October 2010
Ange and Proia Real Estate Group July 2010 - October 2010
UBS May 2009 - September 2009
Skills
Real Estate, Marketing, Investments, Investment Properties, Real Estate Economics, Management, Sales, Negotiation, Investors, Mortgage Lending, Analysis, Salesforce.com, Leases, Time Management, Finance, Customer Service
Education
University of San Diego 2006 — 2010
Bachelor's Degree, Finance and Real Estate
Oaks Christian High School 2002 — 2006
High School, Business
Kyle Sexton Kyle Sexton's UBS Experience December 2009 - March 2011
Job Project Coordinator Communications at Copper Development Association Inc.
Industry Public Relations and Communications
Experience
Copper Development Association Inc. October 2013 - Present
Copper Development Association April 2011 - October 2013
UBS December 2009 - March 2011
Skills
Social Media, Marketing, Public Speaking, SEO, Project Management, Fixed Income, Customer Service, Web Content, Marketing Communications, Public Relations, Social Media Marketing, Social Networking, Facebook, Event Planning, Media Relations, Strategic Communications, Email Marketing, Corporate Communications, Press Releases, Market Research, Digital Marketing
Education
University of South Carolina-Columbia 2005 — 2009
Bachelor's degree, Finance, Marketing, Spanish
Fort Worth Country Day School 1992 — 2005
Copper Development Association Inc. October 2013 - Present
Copper Development Association April 2011 - October 2013
UBS December 2009 - March 2011
Skills
Social Media, Marketing, Public Speaking, SEO, Project Management, Fixed Income, Customer Service, Web Content, Marketing Communications, Public Relations, Social Media Marketing, Social Networking, Facebook, Event Planning, Media Relations, Strategic Communications, Email Marketing, Corporate Communications, Press Releases, Market Research, Digital Marketing
Education
University of South Carolina-Columbia 2005 — 2009
Bachelor's degree, Finance, Marketing, Spanish
Fort Worth Country Day School 1992 — 2005
David Michael Perrone David Michael Perrone's UBS Experience April 2014 - Present
Job Internship UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS April 2014 - Present
Carrabbas Italian Grill April 2010 - Present
Skills
Customer Service, Restaurants, Microsoft Office, Catering, Microsoft Word, Hospitality, Microsoft Excel, Time Management, PowerPoint, Food, Teamwork, Social Media
Education
University of South Florida 2013 — 2015
Bachelor of Science, Finance
Hillsborough Community College 2010 — 2013
Associates of Arts, Liberal Arts and Sciences/Liberal Studies
Chamberlain High Schoool 2007 — 2010
UBS April 2014 - Present
Carrabbas Italian Grill April 2010 - Present
Skills
Customer Service, Restaurants, Microsoft Office, Catering, Microsoft Word, Hospitality, Microsoft Excel, Time Management, PowerPoint, Food, Teamwork, Social Media
Education
University of South Florida 2013 — 2015
Bachelor of Science, Finance
Hillsborough Community College 2010 — 2013
Associates of Arts, Liberal Arts and Sciences/Liberal Studies
Chamberlain High Schoool 2007 — 2010
Ryan Gehsmann Ryan Gehsmann's UBS Experience June 2013 - August 2013
Job GLC Director of Operations
Industry Financial Services
Experience
Greensboro Lacrosse Club May 2014 - Present
Hauser Rental May 2012 - Present
Cole Investment Group May 2014 - September 2014
UBS June 2013 - August 2013
Skills
Event Management, Customer Service, Microsoft Office, Strategic Planning, Marketing Strategy, Microsoft Excel, Sales, New Business Development, Sales Management, Marketing, Negotiation, Business Strategy, Teamwork, PowerPoint, Microsoft Word, Social Networking, Social Media Marketing, Social Media, Event Planning, Market Research, Public Speaking, Leadership
Education
University of South Carolina - The Moore School of Business 2011 — 2015
N/A, Management (Entrepreneurship) and Finance, Senior
Western Guilford High School 2007 — 2011
High School Diploma
Greensboro Lacrosse Club May 2014 - Present
Hauser Rental May 2012 - Present
Cole Investment Group May 2014 - September 2014
UBS June 2013 - August 2013
Skills
Event Management, Customer Service, Microsoft Office, Strategic Planning, Marketing Strategy, Microsoft Excel, Sales, New Business Development, Sales Management, Marketing, Negotiation, Business Strategy, Teamwork, PowerPoint, Microsoft Word, Social Networking, Social Media Marketing, Social Media, Event Planning, Market Research, Public Speaking, Leadership
Education
University of South Carolina - The Moore School of Business 2011 — 2015
N/A, Management (Entrepreneurship) and Finance, Senior
Western Guilford High School 2007 — 2011
High School Diploma
Connor DeLaney's UBS Experience June 2014 - August 2014
Job GTP Analyst at UBS
Industry Financial Services
Experience
UBS June 2014 - August 2014
Pine Hill Group January 2014 - January 2014
Northwestern Mutual May 2013 - August 2013
University of South Carolina September 2012 - April 2013
Cooper Pest Solutions January 2011 - June 2011
Skills
Public Speaking, Social Media, Social Networking, Microsoft Office, Research, Facebook, Licensed Life & Health..., Long Term Care Insurance, Fixed Annuities, Bloomberg Terminal, Strategic Financial..., Blogging, Improvisation, Creative Writing, Agenda Development, Team Leadership, Wealth Management, Mutual Funds
Education
Villanova University 2013 — 2015
Bachelor of Arts (B.A.), Economics
University of South Carolina-Columbia 2011 — 2013
Bachelor of Science in Business Administration, Finance, (Transferred)
Saint Joseph's Preparatory School 2007 — 2011
UBS June 2014 - August 2014
Pine Hill Group January 2014 - January 2014
Northwestern Mutual May 2013 - August 2013
University of South Carolina September 2012 - April 2013
Cooper Pest Solutions January 2011 - June 2011
Skills
Public Speaking, Social Media, Social Networking, Microsoft Office, Research, Facebook, Licensed Life & Health..., Long Term Care Insurance, Fixed Annuities, Bloomberg Terminal, Strategic Financial..., Blogging, Improvisation, Creative Writing, Agenda Development, Team Leadership, Wealth Management, Mutual Funds
Education
Villanova University 2013 — 2015
Bachelor of Arts (B.A.), Economics
University of South Carolina-Columbia 2011 — 2013
Bachelor of Science in Business Administration, Finance, (Transferred)
Saint Joseph's Preparatory School 2007 — 2011
Matthew Enyedi Matthew Enyedi's UBS Experience 1999 - 2003
Job RIA and HNW Advisor Solutions
Industry Financial Services
Scott Ramies Scott Ramies's UBS Experience March 2013 - May 2013
Job Associate Manager Online Marketing at Match.com
Industry Marketing and Advertising
Experience
Match.com February 2015 - Present
Rusnak Auto Group September 2014 - January 2015
Dollar Shave Club January 2014 - April 2014
Invicta Medical, Inc. June 2013 - August 2013
UBS March 2013 - May 2013
Skills
Marketing, Online Advertising, Online Marketing, Facebook, Microsoft Excel, Advertising, Online Campaign..., Market Analysis, PowerPoint, Social Media, Social Networking, Microsoft Office, Microsoft Word, English, Windows, Event Planning, Sales, CRM, Business Development, Finance, Market Research, Start-ups, Leadership, Budgets, Event Management, Account Management, New Business Development, Financial Analysis, Time Management, Mac OS, OS X, Spanish, Teamwork, Social Media Marketing, Marketing Strategy, Product Marketing, E-commerce, Office Administration, Sales Prospecting, Cold Calling, Customer Service, Public Relations, Public Speaking, Data Analysis, Marketing Communications, Business Strategy, Blogging, Email Marketing, Press Releases, Research
Education
University of Southern California 2010 — 2014
Bachelor of Science (BS), Business Administration
Match.com February 2015 - Present
Rusnak Auto Group September 2014 - January 2015
Dollar Shave Club January 2014 - April 2014
Invicta Medical, Inc. June 2013 - August 2013
UBS March 2013 - May 2013
Skills
Marketing, Online Advertising, Online Marketing, Facebook, Microsoft Excel, Advertising, Online Campaign..., Market Analysis, PowerPoint, Social Media, Social Networking, Microsoft Office, Microsoft Word, English, Windows, Event Planning, Sales, CRM, Business Development, Finance, Market Research, Start-ups, Leadership, Budgets, Event Management, Account Management, New Business Development, Financial Analysis, Time Management, Mac OS, OS X, Spanish, Teamwork, Social Media Marketing, Marketing Strategy, Product Marketing, E-commerce, Office Administration, Sales Prospecting, Cold Calling, Customer Service, Public Relations, Public Speaking, Data Analysis, Marketing Communications, Business Strategy, Blogging, Email Marketing, Press Releases, Research
Education
University of Southern California 2010 — 2014
Bachelor of Science (BS), Business Administration
Brian Troyer Brian Troyer's UBS Experience June 2012 - August 2012
Job Realtor ®
Industry Real Estate
Experience
Intero Real Estate Services July 2014 - Present
Samuel Scott Financial Group January 2014 - June 2014
UBS June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, Teamwork, Website Development, Online Marketing, Blogging, Management, Facebook, Sales, Time Management, Social Networking, Public Relations, Social Media Marketing, Marketing, Real Estate
Education
University of San Diego 2010 — 2014
Communication and Media Studies, Minor in Business Economics
Semester at Sea - Fall Voyage 2012 2012 — 2012
Tourism Economics, Information Technology, Global Studies
Monte Vista High School 2006 — 2010
Intero Real Estate Services July 2014 - Present
Samuel Scott Financial Group January 2014 - June 2014
UBS June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, Teamwork, Website Development, Online Marketing, Blogging, Management, Facebook, Sales, Time Management, Social Networking, Public Relations, Social Media Marketing, Marketing, Real Estate
Education
University of San Diego 2010 — 2014
Communication and Media Studies, Minor in Business Economics
Semester at Sea - Fall Voyage 2012 2012 — 2012
Tourism Economics, Information Technology, Global Studies
Monte Vista High School 2006 — 2010
Maria Silva Urrea Maria Silva Urrea's UBS Experience November 2014 - May 2015
Job Consultant at FactSet
Industry Financial Services
Experience
FactSet June 2015 - Present
UBS November 2014 - May 2015
University of San Diego January 2014 - May 2015
Student International Business Council (SIBC) August 2013 - May 2015
University of San Diego August 2013 - May 2015
Student International Business Council (SIBC) February 2013 - August 2013
University of San Diego January 2013 - May 2013
Skills
Teamwork, Microsoft Excel, Time Management, Spanish, Analysis, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Valuation, Fundraising, Leadership, Research, Financial Analysis, FactSet
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (BBA), Finance and International Business
Southridge High School
FactSet June 2015 - Present
UBS November 2014 - May 2015
University of San Diego January 2014 - May 2015
Student International Business Council (SIBC) August 2013 - May 2015
University of San Diego August 2013 - May 2015
Student International Business Council (SIBC) February 2013 - August 2013
University of San Diego January 2013 - May 2013
Skills
Teamwork, Microsoft Excel, Time Management, Spanish, Analysis, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Valuation, Fundraising, Leadership, Research, Financial Analysis, FactSet
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (BBA), Finance and International Business
Southridge High School
C. Peter Croonquist C. Peter Croonquist's UBS Experience 1993 - 1995
Job Sr. Vice President/ Wealth Management AWMA℠
Industry Financial Services
Experience
Janney Montgomery Scott March 2000 - Present
Salomon Smith Barney 1995 - 2000
UBS 1993 - 1995
JP Morgan 1990 - 1993
Woznak Options 1989 - 1990
Skills
Retirement Planning, Wealth Management, Financial Planning, Bonds, Strategic Financial..., Mutual Funds, Financial Planners, Wealth Management..., Fixed Annuities, Financial Services, Retirement, Financial Advisory, Equities, Insurance, Investment Strategies, Asset Management, Investment Advisory, Series 7, Finance, IRAs, Asset Allocation, Estate Planning, FINRA, 401k, Fixed Income, Securities, Alternative Investments, ETFs, Uniform Combined State..., Series 63, Strategy, Series 65, Investments, Portfolio Management, Investment Management, Series 24, Separately Managed..., High Net Worth..., Variable Annuities, Equity Trading, Wealth, Bloomberg, Trust Services, Capital Markets, Long-term Care, Stocks, Hedge Funds
Education
The Wharton School/ College for Financial Planning 2006 — 2007
University of Scranton 1985 — 1989
BS, Economics and Finance
Janney Montgomery Scott March 2000 - Present
Salomon Smith Barney 1995 - 2000
UBS 1993 - 1995
JP Morgan 1990 - 1993
Woznak Options 1989 - 1990
Skills
Retirement Planning, Wealth Management, Financial Planning, Bonds, Strategic Financial..., Mutual Funds, Financial Planners, Wealth Management..., Fixed Annuities, Financial Services, Retirement, Financial Advisory, Equities, Insurance, Investment Strategies, Asset Management, Investment Advisory, Series 7, Finance, IRAs, Asset Allocation, Estate Planning, FINRA, 401k, Fixed Income, Securities, Alternative Investments, ETFs, Uniform Combined State..., Series 63, Strategy, Series 65, Investments, Portfolio Management, Investment Management, Series 24, Separately Managed..., High Net Worth..., Variable Annuities, Equity Trading, Wealth, Bloomberg, Trust Services, Capital Markets, Long-term Care, Stocks, Hedge Funds
Education
The Wharton School/ College for Financial Planning 2006 — 2007
University of Scranton 1985 — 1989
BS, Economics and Finance
Nathan Phillips's UBS Experience August 2015 - Present
Job UBS, New Financial Advisor Development Program
Industry Financial Services
Experience
UBS August 2015 - Present
University of San Diego Alcalá Club May 2014 - May 2015
University of San Diego Associated Students September 2012 - May 2015
UBS June 2013 - August 2014
Bitter Face Vending June 2013 - August 2014
J.Crew March 2014 - May 2014
Eddie Bauer December 2010 - July 2011
Lisa Dupar & Company June 2009 - December 2009
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
St. Clare's, Oxford 2013 — 2013
Finance, General
UBS August 2015 - Present
University of San Diego Alcalá Club May 2014 - May 2015
University of San Diego Associated Students September 2012 - May 2015
UBS June 2013 - August 2014
Bitter Face Vending June 2013 - August 2014
J.Crew March 2014 - May 2014
Eddie Bauer December 2010 - July 2011
Lisa Dupar & Company June 2009 - December 2009
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
St. Clare's, Oxford 2013 — 2013
Finance, General
Matthew Belden Matthew Belden's UBS Experience October 2001 - February 2008
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. February 2015 - Present
Merrill Lynch March 2008 - February 2015
UBS October 2001 - February 2008
Skills
Investments, Financial Advisory, Financial Services, Equities, Alternative Investments, Hedge Funds, Private Equity, Investment Planning, Financial Modeling, Mutual Funds, Asset Allocation, Trading, Fixed Income Analysis, Fixed Income, Fixed Income Portfolio...
Education
University of San Francisco 1995 — 1998
Bachelor of Arts (BA), Political Science and Government
Wells Fargo Advisors, LLC. February 2015 - Present
Merrill Lynch March 2008 - February 2015
UBS October 2001 - February 2008
Skills
Investments, Financial Advisory, Financial Services, Equities, Alternative Investments, Hedge Funds, Private Equity, Investment Planning, Financial Modeling, Mutual Funds, Asset Allocation, Trading, Fixed Income Analysis, Fixed Income, Fixed Income Portfolio...
Education
University of San Francisco 1995 — 1998
Bachelor of Arts (BA), Political Science and Government
Patrick Werrlein Patrick Werrlein's UBS Experience 2000 - 2002
Job Business Development Manager at Swagelok
Industry Industrial Automation
Experience
Swagelok North Carolina East Tennessee September 2015 - Present
Swagelok January 2013 - Present
Swagelok April 2008 - January 2013
Coreflex LLC 2003 - 2008
UBS 2000 - 2002
Skills
Product Development, Manufacturing, Instrumentation, Business Development, Strategic Planning, International Sales, Continuous Improvement, Sales Management, Cross-functional Team..., Product Management, Product Marketing, Hose, New Business Development
Education
University of South Carolina-Columbia
Economics
Swagelok North Carolina East Tennessee September 2015 - Present
Swagelok January 2013 - Present
Swagelok April 2008 - January 2013
Coreflex LLC 2003 - 2008
UBS 2000 - 2002
Skills
Product Development, Manufacturing, Instrumentation, Business Development, Strategic Planning, International Sales, Continuous Improvement, Sales Management, Cross-functional Team..., Product Management, Product Marketing, Hose, New Business Development
Education
University of South Carolina-Columbia
Economics
Chelsey Nicklas's UBS Experience May 2010 - July 2010
Job Media Consultant at TimesUnion Media
Industry Marketing and Advertising
Experience
Times-Union Media April 2014 - Present
Clear Channel Media + Entertainment May 2013 - April 2014
University of South Florida August 2010 - June 2013
ReliaQuest January 2013 - May 2013
University of South Florida July 2012 - January 2013
Marcus & Millichap February 2012 - August 2012
Bulls Radio, the official radio station for University of South Florida September 2010 - November 2010
UBS May 2010 - July 2010
Skills
Advertising, Marketing, Social Media Marketing, Facebook, Social Media, Marketing Communications, Social Networking, Event Planning, Email Marketing, Public Relations, Marketing Strategy, Sales, Press Releases, Management, Online Marketing, Blogging, Event Management, Radio Advertising, PowerPoint, Online Advertising, Digital Marketing, Product Marketing, Radio, Copywriting, Media Relations, Media Planning, Leadership, Newsletters, Direct Marketing, Digital Media, New Business Development, Advertising Sales, Brand Development, Marketing Research, Budgets, Brand Awareness, Lead Generation, Digital Strategy, Strategic Communications, Corporate Communications, Newspapers
Education
University of South Florida 2009 — 2013
Bachelor of Arts (B.A.), Communications
Fernandina Beach High School
Times-Union Media April 2014 - Present
Clear Channel Media + Entertainment May 2013 - April 2014
University of South Florida August 2010 - June 2013
ReliaQuest January 2013 - May 2013
University of South Florida July 2012 - January 2013
Marcus & Millichap February 2012 - August 2012
Bulls Radio, the official radio station for University of South Florida September 2010 - November 2010
UBS May 2010 - July 2010
Skills
Advertising, Marketing, Social Media Marketing, Facebook, Social Media, Marketing Communications, Social Networking, Event Planning, Email Marketing, Public Relations, Marketing Strategy, Sales, Press Releases, Management, Online Marketing, Blogging, Event Management, Radio Advertising, PowerPoint, Online Advertising, Digital Marketing, Product Marketing, Radio, Copywriting, Media Relations, Media Planning, Leadership, Newsletters, Direct Marketing, Digital Media, New Business Development, Advertising Sales, Brand Development, Marketing Research, Budgets, Brand Awareness, Lead Generation, Digital Strategy, Strategic Communications, Corporate Communications, Newspapers
Education
University of South Florida 2009 — 2013
Bachelor of Arts (B.A.), Communications
Fernandina Beach High School
Anne B. Johnston's UBS Experience July 2007 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS July 2007 - Present
AEG Corporation May 2004 - August 2004
Education
The Westminster Schools
University of Southern California
UCLA
Certificate in Personal Financial Planning
UBS July 2007 - Present
AEG Corporation May 2004 - August 2004
Education
The Westminster Schools
University of Southern California
UCLA
Certificate in Personal Financial Planning
Kevin McGrath, CFP® Kevin McGrath, CFP®'s UBS Experience June 1994 - Present
Job First Vice PresidentWealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS June 1994 - Present
UBS June 1994 - Present
United States Marine Corps September 1978 - September 1994
Education
University of South Carolina-Columbia 1974 — 1978
B.S.
UBS June 1994 - Present
UBS June 1994 - Present
United States Marine Corps September 1978 - September 1994
Education
University of South Carolina-Columbia 1974 — 1978
B.S.
Nicolas Pita's UBS Experience July 2014 - November 2014
Job Intern at UBS
Industry Financial Services
Experience
UBS July 2014 - November 2014
Skills
Finance, Real Estate, Microsoft Excel, Microsoft Word, Team Leadership, Teamwork, PowerPoint, Microsoft Office
Education
University of San Diego 2011 — 2015
Bachelor's degree, Finance, General, Real Estate
UBS July 2014 - November 2014
Skills
Finance, Real Estate, Microsoft Excel, Microsoft Word, Team Leadership, Teamwork, PowerPoint, Microsoft Office
Education
University of San Diego 2011 — 2015
Bachelor's degree, Finance, General, Real Estate
Christopher Alan Hiti Christopher Alan Hiti's UBS Experience January 2009 - August 2013
Job Chief Financial Officer at Simple DCP
Industry Financial Services
Experience
Simple DCP October 2011 - Present
Black Fish Films March 2014 - Present
UBS January 2009 - August 2013
Rutberg & Company 2008 - 2008
Duff & Phelps 2007 - 2007
Time Warner Inc. 2006 - 2006
Harvey & Company LLC 2005 - 2005
Skills
Equities, Financial Analysis, Investments, Strategic Financial..., Finance, Securities, Mutual Funds, Wealth Management, Financial Advisory, Hedge Funds, Retirement Planning, Asset Management, Asset Allocation, Financial Planning, Portfolio Management, Microsoft Office, Financial Modeling, Valuation
Education
University of Southern California 2014 — 2017
Master of Business Administration (M.B.A.)
USC Marshall School of Business 2004 — 2007
Bachelor of Science (BS), Business Administration
University of Southern California 2004 — 2007
Bachelor of Science (B.S.), Accounting
University of Southern California 2004 — 2007
Minor, The Music Industry
Damien High School
Simple DCP October 2011 - Present
Black Fish Films March 2014 - Present
UBS January 2009 - August 2013
Rutberg & Company 2008 - 2008
Duff & Phelps 2007 - 2007
Time Warner Inc. 2006 - 2006
Harvey & Company LLC 2005 - 2005
Skills
Equities, Financial Analysis, Investments, Strategic Financial..., Finance, Securities, Mutual Funds, Wealth Management, Financial Advisory, Hedge Funds, Retirement Planning, Asset Management, Asset Allocation, Financial Planning, Portfolio Management, Microsoft Office, Financial Modeling, Valuation
Education
University of Southern California 2014 — 2017
Master of Business Administration (M.B.A.)
USC Marshall School of Business 2004 — 2007
Bachelor of Science (BS), Business Administration
University of Southern California 2004 — 2007
Bachelor of Science (B.S.), Accounting
University of Southern California 2004 — 2007
Minor, The Music Industry
Damien High School
Nett Heinz Nett Heinz's UBS Experience 1984 - August 1989
Job Head of Taxes Hilti Group
Industry Machinery
Experience
Hilti March 1996 - Present
Graubündner Kantonalbank November 1990 - December 1995
Trip around the World September 1989 - October 1990
UBS 1984 - August 1989
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2004 — 2005
Executive M.B.A., General Management / Finance, Cumulative Grade Point Average (GPA): 3.8242
Advanced Swiss Federal Diploma 1999 — 2000
Swiss-certified Tax Expert (eidg. dipl. Steuerexperte), Tax, Overall Grade: 5.42
Advanced Swiss Federal Diploma 1992 — 1994
Swiss-certified Public Accountant (eidg. dipl. Wirtschaftsprüfer), Auditing / Accounting, Overall Grade: 4.83
Advanced Swiss Federal Diploma 1985 — 1988
Swiss-certified Banking Expert (eidg. dipl. Bankfach-Experte), Banking, Overall Grade: 5.50
Hilti March 1996 - Present
Graubündner Kantonalbank November 1990 - December 1995
Trip around the World September 1989 - October 1990
UBS 1984 - August 1989
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2004 — 2005
Executive M.B.A., General Management / Finance, Cumulative Grade Point Average (GPA): 3.8242
Advanced Swiss Federal Diploma 1999 — 2000
Swiss-certified Tax Expert (eidg. dipl. Steuerexperte), Tax, Overall Grade: 5.42
Advanced Swiss Federal Diploma 1992 — 1994
Swiss-certified Public Accountant (eidg. dipl. Wirtschaftsprüfer), Auditing / Accounting, Overall Grade: 4.83
Advanced Swiss Federal Diploma 1985 — 1988
Swiss-certified Banking Expert (eidg. dipl. Bankfach-Experte), Banking, Overall Grade: 5.50
Romeet Sen Romeet Sen's UBS Experience June 2013 - December 2013
Job Talent Consulting Analyst at Mercer
Industry Financial Services
Experience
Mercer July 2015 - Present
Merrill Lynch August 2014 - November 2014
UBS June 2013 - December 2013
University Gateway Apartments April 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Leadership, Microsoft Word, Customer Service, Social Media, Market Research, Accounting, Financial Modeling, DCF Valuation, Business Writing, Equity Research, PowerPoint
Education
University of Southern California 2011 — 2015
Bachelor of Science (BS), Business Administration and Economics, Magna Cum Laude
Mercer July 2015 - Present
Merrill Lynch August 2014 - November 2014
UBS June 2013 - December 2013
University Gateway Apartments April 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Leadership, Microsoft Word, Customer Service, Social Media, Market Research, Accounting, Financial Modeling, DCF Valuation, Business Writing, Equity Research, PowerPoint
Education
University of Southern California 2011 — 2015
Bachelor of Science (BS), Business Administration and Economics, Magna Cum Laude
Bruce Osborne's UBS Experience November 1999 - June 2004
Job Senior Vice PresidentInvestments at The Osborne Smith Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Senior Vice President-InvestmentsThe Osborne Smith Wealth Management Group of Wells Fargo Advisors, LLCJanuary 2009 - Present
Morgan Stanley Smith Barney June 2004 - January 2009
UBS November 1999 - June 2004
Skills
Series 7, Insurance, Investments, Retirement, Retirement Planning, Financial Services, Risk Management, Financial Planning, Series 63, Finance
Education
University of Southern California 1967 — 1969
Bachelor of Science (BS) and Business Management, Marketing, Economics, and Accounting
Wells Fargo Advisors Senior Vice President-InvestmentsThe Osborne Smith Wealth Management Group of Wells Fargo Advisors, LLCJanuary 2009 - Present
Morgan Stanley Smith Barney June 2004 - January 2009
UBS November 1999 - June 2004
Skills
Series 7, Insurance, Investments, Retirement, Retirement Planning, Financial Services, Risk Management, Financial Planning, Series 63, Finance
Education
University of Southern California 1967 — 1969
Bachelor of Science (BS) and Business Management, Marketing, Economics, and Accounting
Taylor Linde's UBS Experience May 2012 - May 2012
Job Internal Wholesaler at MetLife
Industry Financial Services
Experience
MetLife August 2013 - Present
University of South Carolina August 2012 - December 2012
Washington Capitals June 2012 - August 2012
UBS May 2012 - May 2012
Sport Wellington June 2011 - August 2011
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science (B.S.), Corporate Finance
MetLife August 2013 - Present
University of South Carolina August 2012 - December 2012
Washington Capitals June 2012 - August 2012
UBS May 2012 - May 2012
Sport Wellington June 2011 - August 2011
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science (B.S.), Corporate Finance
Salvatore Esposito III's UBS Experience July 2012 - Present
Job Capital Markets Trading Operations at UBS
Industry Internet
Experience
UBS July 2012 - Present
UBS November 2010 - July 2012
SkyAuction.com May 2006 - November 2010
Skills
Series 7, Series 63, Mutual Funds, Fixed Income, Bloomberg, Wealth Management, Asset Allocation, Financial Services, Equities, Investments, Securities, Portfolio Management, Alternative Investments, Asset Management, Retirement Planning, Strategic Financial...
Education
University of Scranton 2006 — 2010
B.S., Business Administration
UBS July 2012 - Present
UBS November 2010 - July 2012
SkyAuction.com May 2006 - November 2010
Skills
Series 7, Series 63, Mutual Funds, Fixed Income, Bloomberg, Wealth Management, Asset Allocation, Financial Services, Equities, Investments, Securities, Portfolio Management, Alternative Investments, Asset Management, Retirement Planning, Strategic Financial...
Education
University of Scranton 2006 — 2010
B.S., Business Administration
Kate Shumway Kate Shumway's UBS Experience May 2011 - August 2011
Job Account & Social Media Executive at Intersport
Industry Sports
Experience
Intersport January 2014 - Present
Intersport September 2013 - January 2014
The Kineo Group May 2012 - August 2012
UBS May 2011 - August 2011
Skills
Social Media, Public Relations, Strategic Communications, Corporate Communications, Internal Communications, Press Releases, Media Relations, Facebook, Event Planning, Marketing Communications, Crisis Communications, Event Management, PowerPoint, Social Networking, Microsoft Office, Sports Marketing
Education
University of Southern California 2009 — 2013
Bachelor of Arts (B.A.), Public Relations, Minor in American Politics
New Trier High School 2005 — 2009
Intersport January 2014 - Present
Intersport September 2013 - January 2014
The Kineo Group May 2012 - August 2012
UBS May 2011 - August 2011
Skills
Social Media, Public Relations, Strategic Communications, Corporate Communications, Internal Communications, Press Releases, Media Relations, Facebook, Event Planning, Marketing Communications, Crisis Communications, Event Management, PowerPoint, Social Networking, Microsoft Office, Sports Marketing
Education
University of Southern California 2009 — 2013
Bachelor of Arts (B.A.), Public Relations, Minor in American Politics
New Trier High School 2005 — 2009
Eugene Callaghan Eugene Callaghan's UBS Experience February 2001 - July 2006
Job Level 2 Desktop Support at Credit Suisse
Industry Financial Services
Experience
Celtic Pride LLC OwnerCeltic Pride LLCFebruary 2007 - Present
Credit Suisse January 2015 - September 2015
UBS February 2001 - July 2006
Donaldson, Lufkin & Jenrette January 1998 - January 2001
Donaldson, Lufkin & Jenrette / DLJ / CSFB May 1995 - January 1998
Skills
Desktop Support..., Help Desk Support, Troubleshooting, Technical Support, Retail, Program Management, Process Improvement, Team Leadership, Trading, Team Building, Customer Service, Vendor Management, Business Analysis, Equities, Process Engineering, Change Management, Problem Solving, Customer Relations, Budgets, Marketing, Management Consulting, Project Management, CRM, Strategic Planning, Business Strategy, Microsoft Office, Microsoft Excel, Software Installation, Windows 7, Outlook, Computer Hardware, Windows XP, Management
Education
University of Scranton 1985 — 1989
Bachelor of Science (BS), Accounting
Ridgewood High School 1982 — 1985
Academic
Celtic Pride LLC OwnerCeltic Pride LLCFebruary 2007 - Present
Credit Suisse January 2015 - September 2015
UBS February 2001 - July 2006
Donaldson, Lufkin & Jenrette January 1998 - January 2001
Donaldson, Lufkin & Jenrette / DLJ / CSFB May 1995 - January 1998
Skills
Desktop Support..., Help Desk Support, Troubleshooting, Technical Support, Retail, Program Management, Process Improvement, Team Leadership, Trading, Team Building, Customer Service, Vendor Management, Business Analysis, Equities, Process Engineering, Change Management, Problem Solving, Customer Relations, Budgets, Marketing, Management Consulting, Project Management, CRM, Strategic Planning, Business Strategy, Microsoft Office, Microsoft Excel, Software Installation, Windows 7, Outlook, Computer Hardware, Windows XP, Management
Education
University of Scranton 1985 — 1989
Bachelor of Science (BS), Accounting
Ridgewood High School 1982 — 1985
Academic
Nazmin Kharodia Nazmin Kharodia's UBS Experience August 2014 - Present
Job Software Engineer at UBS
Industry Computer Software
Experience
UBS August 2014 - Present
University of Rochester September 2013 - May 2014
UBS June 2013 - August 2013
University of Rochester September 2012 - May 2013
Starbucks September 2010 - May 2013
Choice New York Management Company, LLC June 2012 - August 2012
Skills
Java, JavaScript, HTML 5, CSS3, AJAX, CSS, Software Engineering, Computer Science, Teaching, Programming, Oral Communication, OS X, C++, HTML, Microsoft Excel, Microsoft Word
Education
University of Rochester 2010 — 2014
Computer Science & Mathematics
UBS August 2014 - Present
University of Rochester September 2013 - May 2014
UBS June 2013 - August 2013
University of Rochester September 2012 - May 2013
Starbucks September 2010 - May 2013
Choice New York Management Company, LLC June 2012 - August 2012
Skills
Java, JavaScript, HTML 5, CSS3, AJAX, CSS, Software Engineering, Computer Science, Teaching, Programming, Oral Communication, OS X, C++, HTML, Microsoft Excel, Microsoft Word
Education
University of Rochester 2010 — 2014
Computer Science & Mathematics
William Crowell William Crowell's UBS Experience September 2007 - January 2008
Job Equities Trader at Private Fund
Industry Investment Management
Experience
Private Fund October 2008 - Present
UBS September 2007 - January 2008
Skills
Series 7, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Valuation, Corporate Finance, Private Equity, Financial Advisory, Economics, Mutual Funds, Investments
Education
Swiss Finance Academy 2007 — 2007
Investment Banking Training Program
University of Rochester - William E. Simon Graduate School of Business Administration 2005 — 2007
Management Studies Certificate in Marketing and Finance / Accounting Tracks
University of Rochester 2003 — 2007
BA, Economics
Private Fund October 2008 - Present
UBS September 2007 - January 2008
Skills
Series 7, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Valuation, Corporate Finance, Private Equity, Financial Advisory, Economics, Mutual Funds, Investments
Education
Swiss Finance Academy 2007 — 2007
Investment Banking Training Program
University of Rochester - William E. Simon Graduate School of Business Administration 2005 — 2007
Management Studies Certificate in Marketing and Finance / Accounting Tracks
University of Rochester 2003 — 2007
BA, Economics
Kieran Hayward's UBS Experience August 2014 - Present
Job CAS Prime Brokerage at UBS
Industry Financial Services
Experience
UBS August 2014 - Present
UBS November 2004 - Present
Skills
Fixed Income, Securities, Risk Management, Financial Analysis, Banking, Derivatives, Microsoft Excel, Settlement, Wealth Management, Microsoft Office
Education
University of Scranton 2000 — 2004
Business Administration and Management, General
UBS August 2014 - Present
UBS November 2004 - Present
Skills
Fixed Income, Securities, Risk Management, Financial Analysis, Banking, Derivatives, Microsoft Excel, Settlement, Wealth Management, Microsoft Office
Education
University of Scranton 2000 — 2004
Business Administration and Management, General
Dariel Murray Dariel Murray's UBS Experience February 2005 - November 2008
Job Associate at Wilkins Miller LLC
Industry Accounting
Experience
Wilkins Miller, LLC December 2008 - Present
UBS February 2005 - November 2008
Compass Bank March 1998 - October 2004
Education
University of South Alabama 1994 — 1997
MBA, Finance
University of South Alabama 1990 — 1994
BA, Public Relations
Wilkins Miller, LLC December 2008 - Present
UBS February 2005 - November 2008
Compass Bank March 1998 - October 2004
Education
University of South Alabama 1994 — 1997
MBA, Finance
University of South Alabama 1990 — 1994
BA, Public Relations
Ian Holkey's UBS Experience November 2012 - January 2013
Job Investment Banking Analyst at Reynolds Advisory Partners
Industry Financial Services
Experience
Reynolds Advisory Partners January 2015 - Present
Black Legend Capital August 2014 - January 2015
Diamond Capital Advisors December 2013 - July 2014
Wowfand November 2013 - March 2014
De Bellas & Co. June 2013 - September 2013
UBS November 2012 - January 2013
Pyntail March 2012 - August 2012
University of Southern California October 2011 - July 2012
Skills
Investment Banking, Financial Modeling, Excel, Data Analysis, C++, Capital IQ, Valuation, Java, Business Development, Public Speaking, Microsoft Excel, Microsoft Office, Finance, PowerPoint, Corporate Finance, Python
Education
University of Southern California 2011 — 2014
Bachelor's Degree, Economics and Finance
Reynolds Advisory Partners January 2015 - Present
Black Legend Capital August 2014 - January 2015
Diamond Capital Advisors December 2013 - July 2014
Wowfand November 2013 - March 2014
De Bellas & Co. June 2013 - September 2013
UBS November 2012 - January 2013
Pyntail March 2012 - August 2012
University of Southern California October 2011 - July 2012
Skills
Investment Banking, Financial Modeling, Excel, Data Analysis, C++, Capital IQ, Valuation, Java, Business Development, Public Speaking, Microsoft Excel, Microsoft Office, Finance, PowerPoint, Corporate Finance, Python
Education
University of Southern California 2011 — 2014
Bachelor's Degree, Economics and Finance
Harry Chang's UBS Experience 2012 - 2012
Job
Industry Investment Banking
Experience
Wunderlich Securities 2014 - 2015
NexBank Capital Advisors 2013 - 2013
UBS 2012 - 2012
Skills
Financial Analysis, Microsoft Excel
Education
University of Southern California 2010 — 2014
Bachelor's Degree
Wunderlich Securities 2014 - 2015
NexBank Capital Advisors 2013 - 2013
UBS 2012 - 2012
Skills
Financial Analysis, Microsoft Excel
Education
University of Southern California 2010 — 2014
Bachelor's Degree
Ben Badower's UBS Experience May 2013 - August 2013
Job Management Consulting Analyst at Accenture
Industry
Experience
Accenture July 2015 - Present
Apple May 2014 - August 2014
UBS May 2013 - August 2013
ScoreBig Inc October 2012 - May 2013
TCF Bank July 2009 - August 2012
Skills
Microsoft Excel
Education
University of Southern California 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
University of Southern California 2011 — 2015
Accenture July 2015 - Present
Apple May 2014 - August 2014
UBS May 2013 - August 2013
ScoreBig Inc October 2012 - May 2013
TCF Bank July 2009 - August 2012
Skills
Microsoft Excel
Education
University of Southern California 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
University of Southern California 2011 — 2015
Tanya Denny's UBS Experience 2007 - 2008
Job Project Coordinator at Smiths Medical
Industry Executive Office
Experience
Smiths Medical March 2015 - Present
Boston Scientific 2013 - March 2015
Merrill DataSite June 2011 - November 2012
Century 21 Premier Group October 2009 - July 2011
University of Southern California - Student Disability Services October 2005 - June 2009
UBS 2007 - 2008
Skills
Microsoft Excel, MS Office Suite, Management, Project Management, Microsoft Office, Customer Service, Outlook, Project Planning, Problem Solving, Salesforce.com, Team Leadership, PowerPoint, Social Media, Microsoft Word, Adobe Acrobat, SharePoint, Social Networking, Leadership, Data Analysis, Sales, Excel, Word, Customer Relations, Fundraising, Time Management, Social Media Marketing, Real Estate, Corporate Branding, Technical Writing, Fusion, Executive Support, Executive Level..., Executive..., Editing, Finance, Software Documentation, Training, Market Research, Process Scheduler, Visio, Lync, Concur, Project Coordination, Multiple Project..., Medical Devices, Marketing, Process Improvement, Cross-functional Team..., Event Planning
Education
University of Southern California 2005 — 2009
BA, Psychology, Business
Blake 2001 — 2005
Smiths Medical March 2015 - Present
Boston Scientific 2013 - March 2015
Merrill DataSite June 2011 - November 2012
Century 21 Premier Group October 2009 - July 2011
University of Southern California - Student Disability Services October 2005 - June 2009
UBS 2007 - 2008
Skills
Microsoft Excel, MS Office Suite, Management, Project Management, Microsoft Office, Customer Service, Outlook, Project Planning, Problem Solving, Salesforce.com, Team Leadership, PowerPoint, Social Media, Microsoft Word, Adobe Acrobat, SharePoint, Social Networking, Leadership, Data Analysis, Sales, Excel, Word, Customer Relations, Fundraising, Time Management, Social Media Marketing, Real Estate, Corporate Branding, Technical Writing, Fusion, Executive Support, Executive Level..., Executive..., Editing, Finance, Software Documentation, Training, Market Research, Process Scheduler, Visio, Lync, Concur, Project Coordination, Multiple Project..., Medical Devices, Marketing, Process Improvement, Cross-functional Team..., Event Planning
Education
University of Southern California 2005 — 2009
BA, Psychology, Business
Blake 2001 — 2005
Brian Schubert's UBS Experience Mortgage Trading ITSalomon Brothers Inc.1987 - 1998
Job Director at UBS
Industry Banking
Experience
UBS Mortgage Trading ITSalomon Brothers Inc.1987 - 1998
Education
University of South Carolina 1980 — 1984
UBS Mortgage Trading ITSalomon Brothers Inc.1987 - 1998
Education
University of South Carolina 1980 — 1984
Jill Turner's UBS Experience May 2011 - April 2013
Job Vice President, Communications at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2013 - Present
UBS May 2011 - April 2013
Ernst & Young January 1999 - November 2010
Education
University of Rochester 1991 — 1995
B.A., Marketing and Business Psychology
JPMorgan Chase April 2013 - Present
UBS May 2011 - April 2013
Ernst & Young January 1999 - November 2010
Education
University of Rochester 1991 — 1995
B.A., Marketing and Business Psychology
Cadu Villela's UBS Experience October 2012 - Present
Job Account Vice President at UBS
Industry Investment Management
Experience
UBS October 2012 - Present
Merryll Lynch October 2005 - October 2012
Education
University of San Diego 1992 — 1994
UBS October 2012 - Present
Merryll Lynch October 2005 - October 2012
Education
University of San Diego 1992 — 1994
Lauren Skinner's UBS Experience 2006 - 2007
Job Executive Administrative Assistant at FAME Corporations
Industry Nonprofit Organization Management
Experience
FAME Corporations April 2013 - Present
BASU Your Signing Partner July 2000 - December 2013
Sports Basement May 2011 - March 2013
Merrill Lynch August 2007 - May 2011
UBS 2006 - 2007
USC American Language Institute September 2004 - May 2006
Skills
Social Media, Microsoft Excel, Teaching, Customer Service, PowerPoint, Microsoft Office, Event Planning, Salesforce.com, Public Speaking, Microsoft Word, Sales, Marketing, Social Media Marketing, Social Networking
Education
University of Southern California 2002 — 2006
Bachelor of Arts (B.A.), International Relations and Affairs
FAME Corporations April 2013 - Present
BASU Your Signing Partner July 2000 - December 2013
Sports Basement May 2011 - March 2013
Merrill Lynch August 2007 - May 2011
UBS 2006 - 2007
USC American Language Institute September 2004 - May 2006
Skills
Social Media, Microsoft Excel, Teaching, Customer Service, PowerPoint, Microsoft Office, Event Planning, Salesforce.com, Public Speaking, Microsoft Word, Sales, Marketing, Social Media Marketing, Social Networking
Education
University of Southern California 2002 — 2006
Bachelor of Arts (B.A.), International Relations and Affairs
Jason Huber's UBS Experience February 2006 - May 2006
Job Competitive Intelligence Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management August 2013 - Present
Encore Capital Group June 2012 - July 2013
Encore Capital Group November 2009 - May 2012
Management Sciences for Health June 2006 - October 2009
UBS February 2006 - May 2006
Massachusetts State Senate June 2004 - August 2004
Skills
Analysis, Business Strategy, Budgets, Data Analysis, Financial Analysis, Program Management, Process Improvement, Business Analysis, Microsoft Excel, Analytics, Strategic Planning, Microsoft Office, SAS, Project Management, Financial Modeling, Access, Business Intelligence, Vendor Management, Forecasting, SQL, SPSS, Statistics, Valuation, Finance, Strategic Financial..., Financial Reporting, Market Research
Education
University of San Diego 2010 — 2012
Master of Business Administration (M.B.A.), Finance
The George Washington University 2003 — 2006
Bachelor of Arts (B.A.), International Relations and Affairs
American University of Cairo 2005 — 2005
Study Abroad Program, Arabic, Economics
Minuteman Regional High School 1998 — 2002
MFS Investment Management August 2013 - Present
Encore Capital Group June 2012 - July 2013
Encore Capital Group November 2009 - May 2012
Management Sciences for Health June 2006 - October 2009
UBS February 2006 - May 2006
Massachusetts State Senate June 2004 - August 2004
Skills
Analysis, Business Strategy, Budgets, Data Analysis, Financial Analysis, Program Management, Process Improvement, Business Analysis, Microsoft Excel, Analytics, Strategic Planning, Microsoft Office, SAS, Project Management, Financial Modeling, Access, Business Intelligence, Vendor Management, Forecasting, SQL, SPSS, Statistics, Valuation, Finance, Strategic Financial..., Financial Reporting, Market Research
Education
University of San Diego 2010 — 2012
Master of Business Administration (M.B.A.), Finance
The George Washington University 2003 — 2006
Bachelor of Arts (B.A.), International Relations and Affairs
American University of Cairo 2005 — 2005
Study Abroad Program, Arabic, Economics
Minuteman Regional High School 1998 — 2002
Terry Page's UBS Experience March 2010 - September 2012
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2012 - Present
UBS March 2010 - September 2012
UBS September 1996 - March 2010
Skills
Fixed Income, Equities, IT Strategy, Investment Banking, Funding, Alternative Investments, Trading Systems, Hedge Funds, Structured Products, Capital Markets, Derivatives, Investments
Education
University of Southern California 1987 — 1991
Gilbert High School 1984 — 1987
Credit Suisse May 2012 - Present
UBS March 2010 - September 2012
UBS September 1996 - March 2010
Skills
Fixed Income, Equities, IT Strategy, Investment Banking, Funding, Alternative Investments, Trading Systems, Hedge Funds, Structured Products, Capital Markets, Derivatives, Investments
Education
University of Southern California 1987 — 1991
Gilbert High School 1984 — 1987
Natalie Augustin's UBS Experience August 2010 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS August 2010 - Present
The Professional Advantage January 2009 - August 2010
Merrill Lynch March 2006 - December 2008
JP Morgan Chase February 1998 - March 2006
Marsh & McLennan Companies, Inc. September 1995 - February 1998
Technology Planning, Inc (TPI) 1994 - 1998
Skills
Vendor Management, Talent Management, Change Management, Fixed Income, Credit Derivatives, Process Improvement, Electronic Trading, Trading Systems, Market Data, Equities, Risk Management, Recruiting, Financial Services, Derivatives, Coaching, Program Management
Education
University of South Carolina-Columbia 1985 — 1989
Bachelor of Arts, Journalism & Mass Communications
UBS August 2010 - Present
The Professional Advantage January 2009 - August 2010
Merrill Lynch March 2006 - December 2008
JP Morgan Chase February 1998 - March 2006
Marsh & McLennan Companies, Inc. September 1995 - February 1998
Technology Planning, Inc (TPI) 1994 - 1998
Skills
Vendor Management, Talent Management, Change Management, Fixed Income, Credit Derivatives, Process Improvement, Electronic Trading, Trading Systems, Market Data, Equities, Risk Management, Recruiting, Financial Services, Derivatives, Coaching, Program Management
Education
University of South Carolina-Columbia 1985 — 1989
Bachelor of Arts, Journalism & Mass Communications
Victor P Galvez's UBS Experience January 1996 - November 2001
Job Vice President Senior International Financial Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
The Old Globe January 2005 - Present
Morgan Stanley November 2001 - December 2012
UBS January 1996 - November 2001
Merrill Lynch April 1993 - December 1995
Michigan National Corporation 1989 - 1992
Electronic Data Systems September 1985 - September 1988
Skills
Wealth Management, Series 7, Asset Allocation, Series 63, Portfolio Management, Investment Advisory, Alternative Investments, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Fixed Income, Asset Managment, High Net Worth..., Financial Analysis, Asset Management, Investment Strategies
Education
University of San Diego 1981 — 1985
Business/Managerial Economics
University of San Diego 1981 — 1985
Business/Managerial Economics
Hilltop High School
Merrill Lynch December 2012 - Present
The Old Globe January 2005 - Present
Morgan Stanley November 2001 - December 2012
UBS January 1996 - November 2001
Merrill Lynch April 1993 - December 1995
Michigan National Corporation 1989 - 1992
Electronic Data Systems September 1985 - September 1988
Skills
Wealth Management, Series 7, Asset Allocation, Series 63, Portfolio Management, Investment Advisory, Alternative Investments, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Fixed Income, Asset Managment, High Net Worth..., Financial Analysis, Asset Management, Investment Strategies
Education
University of San Diego 1981 — 1985
Business/Managerial Economics
University of San Diego 1981 — 1985
Business/Managerial Economics
Hilltop High School
Themie Prodromitis's UBS Experience October 2010 - Present
Job Director, Transaction Management at UBS
Industry Banking
Experience
UBS October 2010 - Present
Skills
Credit, Financial Structuring, Loans, Private Equity, Management, Banking, Risk Management, Investments, Financial Risk, Financial Analysis, Finance, Portfolio Management, Credit Analysis, Fixed Income, Credit Risk, Asset Management, Capital Markets, Due Diligence, Valuation, Financial Modeling, Equities, Loan Origination, Time Management, Sales Management, Sales
Education
University of South Florida 2007 — 2009
MS
University of South Florida 2006 — 2008
MBA
University of South Florida 2004 — 2006
BS
UBS October 2010 - Present
Skills
Credit, Financial Structuring, Loans, Private Equity, Management, Banking, Risk Management, Investments, Financial Risk, Financial Analysis, Finance, Portfolio Management, Credit Analysis, Fixed Income, Credit Risk, Asset Management, Capital Markets, Due Diligence, Valuation, Financial Modeling, Equities, Loan Origination, Time Management, Sales Management, Sales
Education
University of South Florida 2007 — 2009
MS
University of South Florida 2006 — 2008
MBA
University of South Florida 2004 — 2006
BS
Thomas Hodgdon's UBS Experience December 2008 - October 2010
Job Financial Analyst
Industry Financial Services
Experience
Long and Foster Real Estate August 2015 - Present
Grand Lux Realty March 2011 - Present
TD March 2015 - September 2015
Popular Community Bank October 2010 - February 2015
UBS December 2008 - October 2010
First Marblehead June 2007 - May 2008
Investors Bank & Trust August 2003 - May 2007
Skills
Financial Analysis, Financial Reporting, Mutual Funds, Financial Modeling, Accounting, Investments, Asset Managment, Process Improvement, Business Analysis, Financial Services, Internal Audit, Access, Corporate Finance, Valuation, Finance
Education
University of Scranton 1999 — 2003
Accounting and Finance
University of Scranton 1999 — 2003
Accounting and Finance
Long and Foster Real Estate August 2015 - Present
Grand Lux Realty March 2011 - Present
TD March 2015 - September 2015
Popular Community Bank October 2010 - February 2015
UBS December 2008 - October 2010
First Marblehead June 2007 - May 2008
Investors Bank & Trust August 2003 - May 2007
Skills
Financial Analysis, Financial Reporting, Mutual Funds, Financial Modeling, Accounting, Investments, Asset Managment, Process Improvement, Business Analysis, Financial Services, Internal Audit, Access, Corporate Finance, Valuation, Finance
Education
University of Scranton 1999 — 2003
Accounting and Finance
University of Scranton 1999 — 2003
Accounting and Finance
Moti Abadi's UBS Experience May 2006 - April 2011
Job Director at Citi
Industry Financial Services
Experience
Citi March 2014 - Present
UBS Wealth Management May 2011 - May 2013
UBS May 2006 - April 2011
Skills
Corporate Finance
Education
University of Rochester - Simon Business School 1999 — 2000
Citi March 2014 - Present
UBS Wealth Management May 2011 - May 2013
UBS May 2006 - April 2011
Skills
Corporate Finance
Education
University of Rochester - Simon Business School 1999 — 2000
Ngozi Okereke's UBS Experience June 2000 - May 2010
Job eg.
Industry Computer Software
Experience
UBS June 2000 - May 2010
Skills
Web Design, Microsoft Office, Illustrator, Adobe Acrobat, Adobe Creative Suite, User Interface Design, HTML, Photoshop
Education
University of Rochester
UBS June 2000 - May 2010
Skills
Web Design, Microsoft Office, Illustrator, Adobe Acrobat, Adobe Creative Suite, User Interface Design, HTML, Photoshop
Education
University of Rochester
Lavanya Doddannagari's UBS Experience 2006 - 2007
Job Project Manager at JPMorgan Chase & Co.
Industry Capital Markets
Experience
JPMorgan Chase & Co. February 2014 - Present
Risk Focus October 2012 - February 2014
Citi Group September 2007 - May 2012
UBS Investment Bank September 2006 - September 2007
UBS 2006 - 2007
Skills
Sybase, SDLC, Fixed Income, Trading Systems, Derivatives, Business Analysis, SQL, Capital Markets, Investment Banking, Requirements Analysis, Credit Derivatives, Equities, Agile Methodologies, Risk Management
Education
University of South Florida 2001 — 2003
Masters, Electrical Engineering
Rayalaseema
JPMorgan Chase & Co. February 2014 - Present
Risk Focus October 2012 - February 2014
Citi Group September 2007 - May 2012
UBS Investment Bank September 2006 - September 2007
UBS 2006 - 2007
Skills
Sybase, SDLC, Fixed Income, Trading Systems, Derivatives, Business Analysis, SQL, Capital Markets, Investment Banking, Requirements Analysis, Credit Derivatives, Equities, Agile Methodologies, Risk Management
Education
University of South Florida 2001 — 2003
Masters, Electrical Engineering
Rayalaseema
Jennifer Laval's UBS Experience 2000 - 2002
Job Senior Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2004 - Present
UBS 2000 - 2002
Skills
Fixed Income, Investments
Education
University of South Carolina-Columbia 1992 — 1996
BS, Finance
Merrill Lynch April 2004 - Present
UBS 2000 - 2002
Skills
Fixed Income, Investments
Education
University of South Carolina-Columbia 1992 — 1996
BS, Finance
Jeffrey B. McCurley, COSS, COSM's UBS Experience May 2003 - June 2005
Job Business Manager at S&S / Fire Safety / Fire Protection / Fire Suppression / Fire Alarm / Fire Supply
Industry Construction
Experience
S&S Sprinkler Company LLC August 2007 - Present
Merrill Lynch June 2005 - August 2007
UBS May 2003 - June 2005
BankTrust February 1996 - May 2003
Skills
Active Shooter, Hunter, shooting instructor, Father, Husband, football official, Management, Contractual Agreements, Collections, Sales Operations, Sales, Contract Negotiation, Finance, Fire Protection, Real Estate, Team Building, Construction Management, Logistics, Fire Alarm, Construction, Access Control
Education
University of South Alabama 1991 — 1995
Bachelor of Science, Depository Finance
S&S Sprinkler Company LLC August 2007 - Present
Merrill Lynch June 2005 - August 2007
UBS May 2003 - June 2005
BankTrust February 1996 - May 2003
Skills
Active Shooter, Hunter, shooting instructor, Father, Husband, football official, Management, Contractual Agreements, Collections, Sales Operations, Sales, Contract Negotiation, Finance, Fire Protection, Real Estate, Team Building, Construction Management, Logistics, Fire Alarm, Construction, Access Control
Education
University of South Alabama 1991 — 1995
Bachelor of Science, Depository Finance
Richard Dale's UBS Experience July 2013 - Present
Job Managing Director at UBS
Industry Banking
Experience
UBS July 2013 - Present
UBS November 2011 - June 2013
UBS September 2009 - October 2011
UBS January 2006 - August 2009
UBS May 2003 - December 2005
Accenture 1992 - 2003
Skills
Investment Banking, IT Strategy, Business Analysis, Outsourcing, Risk Management, Financial Services, Derivatives, Management Consulting, Trading Systems, Equities, Capital Markets, Business Transformation, Fixed Income, Operating Models, Offshoring, Vendor Management, Program Management, Management, Change Management
Education
University of Southampton 1988 — 1991
Bachelor's Degree, Mathematics, First Class Honours
UBS July 2013 - Present
UBS November 2011 - June 2013
UBS September 2009 - October 2011
UBS January 2006 - August 2009
UBS May 2003 - December 2005
Accenture 1992 - 2003
Skills
Investment Banking, IT Strategy, Business Analysis, Outsourcing, Risk Management, Financial Services, Derivatives, Management Consulting, Trading Systems, Equities, Capital Markets, Business Transformation, Fixed Income, Operating Models, Offshoring, Vendor Management, Program Management, Management, Change Management
Education
University of Southampton 1988 — 1991
Bachelor's Degree, Mathematics, First Class Honours
Lee Dunayer's UBS Experience June 2004 - Present
Job Senior Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2009 - Present
UBS June 2004 - Present
UBS June 2004 - September 2009
Merrill Lynch December 1997 - June 2004
Education
University of Southern California 1979 — 1983
BA, Political Science
Morgan Stanley Smith Barney October 2009 - Present
UBS June 2004 - Present
UBS June 2004 - September 2009
Merrill Lynch December 1997 - June 2004
Education
University of Southern California 1979 — 1983
BA, Political Science
Bill Belden's UBS Experience 1995 - 1996
Job Business Architect at BNY Mellon
Industry Banking
Experience
BNY Mellon January 2012 - Present
Bank of New York Mellon 2004 - Present
UBS 1995 - 1996
JPMorgan Chase 1990 - 1992
Skills
SDLC, Business Analysis, Enterprise Architecture, Requirements Analysis, Requirements Gathering, Business Requirements, SOA, Software Project..., IT Strategy, Risk Management, Financial Services, User Acceptance Testing, Banking, Project Portfolio...
Education
University of South Florida 1960 — 1964
Mathematics
BNY Mellon January 2012 - Present
Bank of New York Mellon 2004 - Present
UBS 1995 - 1996
JPMorgan Chase 1990 - 1992
Skills
SDLC, Business Analysis, Enterprise Architecture, Requirements Analysis, Requirements Gathering, Business Requirements, SOA, Software Project..., IT Strategy, Risk Management, Financial Services, User Acceptance Testing, Banking, Project Portfolio...
Education
University of South Florida 1960 — 1964
Mathematics
Thomas Huber's UBS Experience February 2009 - Present
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS February 2009 - Present
Morgan Stanley April 2000 - February 2009
Skills
Investments, Financial Planning, Wealth Management, Asset Allcoation
Education
University of Rochester 1979 — 1983
B.A., Psychology
McQuaid 1971 — 1976
High School diploma, College Preparatory
UBS February 2009 - Present
Morgan Stanley April 2000 - February 2009
Skills
Investments, Financial Planning, Wealth Management, Asset Allcoation
Education
University of Rochester 1979 — 1983
B.A., Psychology
McQuaid 1971 — 1976
High School diploma, College Preparatory
Alyse Shayer's UBS Experience May 2007 - January 2008
Job Fire Team Manager at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance October 2012 - Present
State Farm Insurance July 2010 - Present
State Farm Insurance 2009 - August 2010
State Farm Insurance June 2008 - August 2008
UBS May 2007 - January 2008
Skills
Microsoft Excel, Data Analysis, PowerPoint, SAS, Microsoft Word, Editing, Windows, Online Research, Insurance, Underwriting, Leadership
Education
University of South Carolina-Columbia 2005 — 2010
Bachelors of Science, Statistics, Mathematics, Risk Management and Insurance
Stockdale High School 2001 — 2005
State Farm Insurance October 2012 - Present
State Farm Insurance July 2010 - Present
State Farm Insurance 2009 - August 2010
State Farm Insurance June 2008 - August 2008
UBS May 2007 - January 2008
Skills
Microsoft Excel, Data Analysis, PowerPoint, SAS, Microsoft Word, Editing, Windows, Online Research, Insurance, Underwriting, Leadership
Education
University of South Carolina-Columbia 2005 — 2010
Bachelors of Science, Statistics, Mathematics, Risk Management and Insurance
Stockdale High School 2001 — 2005
Jay Hiremath's UBS Experience 2012 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS 2012 - Present
Skills
Financial Risk, Hedge Funds, Risk Management, Treasury Management
Education
University of Rochester - Simon Business School 1999 — 2001
MBA, Finance and Corp Accounting
Association of Financial Professionals
Certified Treasury Professional
Chartered Alternative Investment Analyst
Chartered Alternative Investment Analyst
Institute of Internal Auditors
Certified Financial Services Auditor
PDA college of Engg
Bachelor of Engineering (BE)
UBS 2012 - Present
Skills
Financial Risk, Hedge Funds, Risk Management, Treasury Management
Education
University of Rochester - Simon Business School 1999 — 2001
MBA, Finance and Corp Accounting
Association of Financial Professionals
Certified Treasury Professional
Chartered Alternative Investment Analyst
Chartered Alternative Investment Analyst
Institute of Internal Auditors
Certified Financial Services Auditor
PDA college of Engg
Bachelor of Engineering (BE)
Wynne I's UBS Experience June 2014 - Present
Job First Vice PresidentWealth Management at UBS
Industry Financial Services
Experience
UBS June 2014 - Present
Morgan Stanley March 2001 - June 2014
Education
University of Southern California 1981 — 1984
BS, Accounting
UBS June 2014 - Present
Morgan Stanley March 2001 - June 2014
Education
University of Southern California 1981 — 1984
BS, Accounting
TERRI-ANN LINDO's UBS Experience February 2002 - May 2005
Job Registered Investment Advisor Agent at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial May 2005 - Present
UBS February 2002 - May 2005
Raymond James & Associates, Inc. September 1995 - February 2002
Skills
Investment Advisory, Mutual Funds, Retirement, Investments, Asset Allocation, Strategic Financial..., Securities, Equities, IRAs, Investment Strategies, Fixed Annuities, Financial Advisory, Portfolio Management, 401k Rollovers, Estate Planning, Wealth Accumulation, Series 63, Series 9, Series 10, Series 7
Education
University of South Florida
Bachelor of Science (BS), Finance, General
Raymond James Financial May 2005 - Present
UBS February 2002 - May 2005
Raymond James & Associates, Inc. September 1995 - February 2002
Skills
Investment Advisory, Mutual Funds, Retirement, Investments, Asset Allocation, Strategic Financial..., Securities, Equities, IRAs, Investment Strategies, Fixed Annuities, Financial Advisory, Portfolio Management, 401k Rollovers, Estate Planning, Wealth Accumulation, Series 63, Series 9, Series 10, Series 7
Education
University of South Florida
Bachelor of Science (BS), Finance, General
Howard Kern's UBS Experience February 2014 - Present
Job Branch Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS February 2014 - Present
Trout Unlimited January 2010 - Present
UBS December 1992 - February 2014
Skills
Wealth Management, Series 7, Asset Allocation, Portfolio Management, Investments, Mutual Funds, 401k, Retirement Planning, Finance, Strategy, Alternative Investments, Risk Management, Investment Advisory, Asset Management, Strategic Planning, Equities, Financial Analysis, Financial Services, Wealth Management...
Education
University of Southern California
UBS February 2014 - Present
Trout Unlimited January 2010 - Present
UBS December 1992 - February 2014
Skills
Wealth Management, Series 7, Asset Allocation, Portfolio Management, Investments, Mutual Funds, 401k, Retirement Planning, Finance, Strategy, Alternative Investments, Risk Management, Investment Advisory, Asset Management, Strategic Planning, Equities, Financial Analysis, Financial Services, Wealth Management...
Education
University of Southern California
John Benitoa's UBS Experience August 2014 - Present
Job Vice President– Wealth Management, Financial AdvisorThe Gulf Coast Group
Industry Financial Services
Experience
UBS August 2014 - Present
Skills
Strategic Planning, Financial Analysis, Employee Benefits, Insurance, 401k, Leadership, Risk Management, Series 7, Investments, Mutual Funds, Retirement Planning, Financial Modeling, Employee Relations, Human Resources, Project Management, Financial Reporting, PowerPoint
Education
University of South Florida
UBS August 2014 - Present
Skills
Strategic Planning, Financial Analysis, Employee Benefits, Insurance, 401k, Leadership, Risk Management, Series 7, Investments, Mutual Funds, Retirement Planning, Financial Modeling, Employee Relations, Human Resources, Project Management, Financial Reporting, PowerPoint
Education
University of South Florida
Aimee Brady's UBS Experience 1996 - 2004
Job Independent Accounting Professional
Industry Accounting
Experience
UBS 1996 - 2004
Coopers & Lybrand 1992 - 1996
Skills
Trading Systems, PowerPoint, Strategic Planning, Equities, Leadership, Business Strategy, Project Management, Management, Middle Office, Strategy, Entrepreneurship, Credit Derivatives, Hedge Funds, Management Consulting, Business Process, Business Analysis, Investments, Strategic Financial..., Capital Markets, Equity Derivatives, Microsoft Office, Start-ups, Prime Brokerage, Financial Analysis, Fixed Income, Risk Management, Derivatives, Program Management, Financial Modeling, Financial Reporting, Change Management
Education
University of Scranton 1988 — 1992
UBS 1996 - 2004
Coopers & Lybrand 1992 - 1996
Skills
Trading Systems, PowerPoint, Strategic Planning, Equities, Leadership, Business Strategy, Project Management, Management, Middle Office, Strategy, Entrepreneurship, Credit Derivatives, Hedge Funds, Management Consulting, Business Process, Business Analysis, Investments, Strategic Financial..., Capital Markets, Equity Derivatives, Microsoft Office, Start-ups, Prime Brokerage, Financial Analysis, Fixed Income, Risk Management, Derivatives, Program Management, Financial Modeling, Financial Reporting, Change Management
Education
University of Scranton 1988 — 1992
Craig Isaacson's UBS Experience August 2010 - Present
Job Experienced, ClientCentered Financial Advisor | Vice President Wealth Management
Industry Financial Services
Experience
UBS August 2010 - Present
Merrill Lynch March 1992 - August 2010
US Navy 1987 - 1992
Skills
Financial Planning, Retirement Planning, Portfolio Management, Cash Flow Analysis, Asset Management, Philanthropy, Legacy Giving, Tax Planning, Estate Planning, Asset Allocation, Risk Management, Wealth Management, Concentrated Stock...
Education
University of San Diego 1984 — 1987
BA, Business Management & Finance
UBS August 2010 - Present
Merrill Lynch March 1992 - August 2010
US Navy 1987 - 1992
Skills
Financial Planning, Retirement Planning, Portfolio Management, Cash Flow Analysis, Asset Management, Philanthropy, Legacy Giving, Tax Planning, Estate Planning, Asset Allocation, Risk Management, Wealth Management, Concentrated Stock...
Education
University of San Diego 1984 — 1987
BA, Business Management & Finance
James V Carideo's UBS Experience 2011 - Present
Job Director Branch Manager at UBS Financial Services, Inc. Knoxville, TN
Industry Financial Services
Experience
UBS 2011 - Present
R.W. Baird January 2010 - June 2011
Smith Barney 1992 - 2009
Smith Barney Australia 2005 - 2007
Education
University of South Florida 1981 — 1985
Bachelor of Arts (B.A.), History
Jesuit High School 1976 — 1980
UBS 2011 - Present
R.W. Baird January 2010 - June 2011
Smith Barney 1992 - 2009
Smith Barney Australia 2005 - 2007
Education
University of South Florida 1981 — 1985
Bachelor of Arts (B.A.), History
Jesuit High School 1976 — 1980
Brent Zaterman's UBS Experience June 2010 - July 2010
Job Associate Recruiter at Odyssey Search Partners
Industry Financial Services
Experience
Odyssey Search Partners Inc. August 2013 - Present
Hindsight Capital January 2013 - May 2013
U.S. House of Representatives June 2011 - August 2011
UBS June 2010 - July 2010
Education
University of Southern California
Bachelor of Science (BS), Industrial and Systems Engineering
Kent Denver High School
Odyssey Search Partners Inc. August 2013 - Present
Hindsight Capital January 2013 - May 2013
U.S. House of Representatives June 2011 - August 2011
UBS June 2010 - July 2010
Education
University of Southern California
Bachelor of Science (BS), Industrial and Systems Engineering
Kent Denver High School
Sean A Murphy's UBS Experience March 2001 - January 2008
Job Senior Vice President Western Region at MetLife
Industry Financial Services
Experience
MetLife October 2012 - Present
UBS Wealth Management 2009 - October 2012
UBS Wealth Management January 2008 - May 2009
UBS March 2001 - January 2008
Merrill Lynch 1999 - 2001
Merrill Lynch July 1988 - December 1998
Skills
Wealth Management, Series 7, Fixed Income, Equities, Investments, Series 63, Mutual Funds, Portfolio Management, Securities, Financial Services
Education
University of South Florida
B.S., Finance
MetLife October 2012 - Present
UBS Wealth Management 2009 - October 2012
UBS Wealth Management January 2008 - May 2009
UBS March 2001 - January 2008
Merrill Lynch 1999 - 2001
Merrill Lynch July 1988 - December 1998
Skills
Wealth Management, Series 7, Fixed Income, Equities, Investments, Series 63, Mutual Funds, Portfolio Management, Securities, Financial Services
Education
University of South Florida
B.S., Finance
Janice Schillaci's UBS Experience 2004 - 2006
Job Consultant
Industry Financial Services
Experience
Nocon & Associates September 2013 - September 2014
TIAA-CREF December 2006 - August 2013
UBS 2004 - 2006
Morgan Stanley 2002 - 2004
Xerox Corporation 1977 - 2000
Skills
Investments, Financial Analysis, Financial Planning, Financial Advisory, Competitive Analysis, Portfolio Management, Series 7, Process Improvement, Financial Modeling, Wealth Management, Investment Advisory, Investment Strategies, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Separately Managed..., Alternative Investments, ETFs, Financial Services, Insurance
Education
1991 — 1996
MBA, Finance
Nocon & Associates September 2013 - September 2014
TIAA-CREF December 2006 - August 2013
UBS 2004 - 2006
Morgan Stanley 2002 - 2004
Xerox Corporation 1977 - 2000
Skills
Investments, Financial Analysis, Financial Planning, Financial Advisory, Competitive Analysis, Portfolio Management, Series 7, Process Improvement, Financial Modeling, Wealth Management, Investment Advisory, Investment Strategies, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Separately Managed..., Alternative Investments, ETFs, Financial Services, Insurance
Education
1991 — 1996
MBA, Finance
Manuel Castilla's UBS Experience May 2009 - Present
Job Senior Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS May 2009 - Present
Education
University of Rochester 1983 — 1987
Bachelor's Degree, Economics
UBS May 2009 - Present
Education
University of Rochester 1983 — 1987
Bachelor's Degree, Economics
Erica Dresslar's UBS Experience June 2010 - August 2010
Job Senior Consultant at Navigant Consulting
Industry Management Consulting
Experience
Navigant August 2012 - Present
Navigant June 2011 - August 2011
Clearstone Venture Partners September 2010 - December 2010
UBS June 2010 - August 2010
Bank of America Merrill Lynch February 2010 - May 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Data Analysis, Consulting, Due Diligence, Business Process..., Team Management, Forensic Accounting, Intellectual Property
Education
University of Southern California 2008 — 2012
Business Administration, Finance, Management Consulting
Navigant August 2012 - Present
Navigant June 2011 - August 2011
Clearstone Venture Partners September 2010 - December 2010
UBS June 2010 - August 2010
Bank of America Merrill Lynch February 2010 - May 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Data Analysis, Consulting, Due Diligence, Business Process..., Team Management, Forensic Accounting, Intellectual Property
Education
University of Southern California 2008 — 2012
Business Administration, Finance, Management Consulting
Ashley Alman's UBS Experience September 2010 - September 2011
Job Fine Wine Manager for E&J Gallo Winery
Industry Wine and Spirits
Experience
E. & J. Gallo Winery April 2015 - Present
Gallo Wine Company June 2014 - Present
Gallo Wine Company June 2013 - June 2014
Gallo Wine Company June 2012 - June 2013
Gallo Wine Company July 2011 - June 2012
UBS September 2010 - September 2011
SanDisk June 2010 - October 2010
USD Alumni Center September 2008 - July 2010
GoTo, Inc. (Marketing Firm) June 2009 - August 2009
Banana Republic June 2006 - December 2008
Skills
Marketing, Retail, Direct Marketing, Brand Development, Cold Calling, Social Networking, Social Media, Facebook, Sales, Social Media Marketing, Sales Operations, Customer Service, Fundraising, Merchandising, Marketing Strategy, Market Research, Account Management
Education
University of San Diego 2007 — 2011
Bachelor of Business Administration, Marketing
E. & J. Gallo Winery April 2015 - Present
Gallo Wine Company June 2014 - Present
Gallo Wine Company June 2013 - June 2014
Gallo Wine Company June 2012 - June 2013
Gallo Wine Company July 2011 - June 2012
UBS September 2010 - September 2011
SanDisk June 2010 - October 2010
USD Alumni Center September 2008 - July 2010
GoTo, Inc. (Marketing Firm) June 2009 - August 2009
Banana Republic June 2006 - December 2008
Skills
Marketing, Retail, Direct Marketing, Brand Development, Cold Calling, Social Networking, Social Media, Facebook, Sales, Social Media Marketing, Sales Operations, Customer Service, Fundraising, Merchandising, Marketing Strategy, Market Research, Account Management
Education
University of San Diego 2007 — 2011
Bachelor of Business Administration, Marketing
Bill Pruett's UBS Experience April 2003 - December 2009
Job Managing Member at WCP Capital Management
Industry Investment Management
Experience
WCP Capital Management December 2009 - Present
UBS April 2003 - December 2009
Smith Barney March 1993 - April 2003
Interstate Johnson Lane August 1987 - March 1993
Smith Barney November 1981 - August 1987
Skills
Investments, Portfolio Management, Asset Management, Valuation, Due Diligence, Finance, Private Equity, Real Estate, Financial Modeling, Financial Analysis
Education
University of South Carolina-Columbia 1978 — 1980
Master of Business Administration (MBA), Marketing & Finance
University of South Carolina-Columbia 1969 — 1975
Bachelor of Arts (B.A.), English Language and Literature/Letters
WCP Capital Management December 2009 - Present
UBS April 2003 - December 2009
Smith Barney March 1993 - April 2003
Interstate Johnson Lane August 1987 - March 1993
Smith Barney November 1981 - August 1987
Skills
Investments, Portfolio Management, Asset Management, Valuation, Due Diligence, Finance, Private Equity, Real Estate, Financial Modeling, Financial Analysis
Education
University of South Carolina-Columbia 1978 — 1980
Master of Business Administration (MBA), Marketing & Finance
University of South Carolina-Columbia 1969 — 1975
Bachelor of Arts (B.A.), English Language and Literature/Letters
Scott Friedrich's UBS Experience June 2012 - August 2012
Job University of Scranton Graduate
Industry Accounting
Experience
UBS June 2012 - August 2012
UBS June 2011 - August 2011
UBS June 2010 - August 2010
Skills
Tax, Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, QuickBooks, Bookkeeping, Auditing, Research, Time Management, Income Tax, Windows
Education
University of Scranton 2009 — 2013
Bachelor of Science (BS), Accoutning
Pequannock Township High School 2005 — 2009
UBS June 2012 - August 2012
UBS June 2011 - August 2011
UBS June 2010 - August 2010
Skills
Tax, Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, QuickBooks, Bookkeeping, Auditing, Research, Time Management, Income Tax, Windows
Education
University of Scranton 2009 — 2013
Bachelor of Science (BS), Accoutning
Pequannock Township High School 2005 — 2009
Whitney H. Floren's UBS Experience February 2009 - April 2013
Job Investment Advisor Representative at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC April 2013 - Present
UBS February 2009 - April 2013
Smith Barney 1999 - 2009
Signator Investors, Inc. 1994 - 1999
Education
University of South Florida 1989 — 1993
Bachelor of Arts (B.A.)
Barnstable High School 1986 — 1988
Centinel Financial Group, LLC April 2013 - Present
UBS February 2009 - April 2013
Smith Barney 1999 - 2009
Signator Investors, Inc. 1994 - 1999
Education
University of South Florida 1989 — 1993
Bachelor of Arts (B.A.)
Barnstable High School 1986 — 1988
Deryck Matallah's UBS Experience January 2012 - June 2012
Job Financial Leadership Development Program at Thermo Fisher Scientific
Industry Biotechnology
Experience
UBS January 2012 - June 2012
Eli Lilly and Company June 2011 - August 2011
USC January 2009 - May 2011
Education
University of Southern California - Marshall School of Business
B.S., Business Administration
University of Southern California
B.A., Biological Sciences and Pre-Medicine
UBS January 2012 - June 2012
Eli Lilly and Company June 2011 - August 2011
USC January 2009 - May 2011
Education
University of Southern California - Marshall School of Business
B.S., Business Administration
University of Southern California
B.A., Biological Sciences and Pre-Medicine
Davor Soldo's UBS Experience April 2004 - June 2006
Job General Manager at FOREO
Industry Government Administration
Experience
FOREO January 2014 - Present
City of Largo June 2010 - December 2013
City of Largo October 2009 - October 2010
City of Largo November 2006 - October 2009
UBS April 2004 - June 2006
University of South Florida January 2004 - April 2005
Skills
Waste, Hazardous Materials, Economic Development, Emergency Services, Risk Assessment, Intergovernmental..., Community Outreach, ArcGIS, Project Planning, Public Speaking, EMS, Program Management, Disaster Response, Financial Analysis, Financial Modeling, Budget Process, Operating Budgets, Capital Budgeting, Financial Research, Financial Market...
Education
University of South Florida 2000 — 2001
Master of Arts (M.A.), Business/Managerial Economics
University of South Florida 1997 — 2000
Bachelor of Arts, Economics
FOREO January 2014 - Present
City of Largo June 2010 - December 2013
City of Largo October 2009 - October 2010
City of Largo November 2006 - October 2009
UBS April 2004 - June 2006
University of South Florida January 2004 - April 2005
Skills
Waste, Hazardous Materials, Economic Development, Emergency Services, Risk Assessment, Intergovernmental..., Community Outreach, ArcGIS, Project Planning, Public Speaking, EMS, Program Management, Disaster Response, Financial Analysis, Financial Modeling, Budget Process, Operating Budgets, Capital Budgeting, Financial Research, Financial Market...
Education
University of South Florida 2000 — 2001
Master of Arts (M.A.), Business/Managerial Economics
University of South Florida 1997 — 2000
Bachelor of Arts, Economics
Tagbo Ugo-Obi's UBS Experience February 2015 - Present
Job Fixed Income Trading Analyst
Industry Financial Services
Experience
UBS February 2015 - Present
Merrill Lynch November 2014 - February 2015
Viacom August 2014 - October 2014
University of Rochester September 2013 - December 2013
University of Rochester January 2012 - May 2012
Vanderbilt University May 2008 - July 2008
Skills
Statistics, Mathematica, R, SAS, LaTeX, Experimental Design, Stata, Statistical Modeling, Matlab, Data Analysis, Mathematical Modeling, SPSS, Machine Learning, Quantitative Analytics, Data Mining, Biostatistics, Monte Carlo Simulation, Algorithms, Econometrics, Time Series Analysis, Accounting
Education
University of Rochester 2009 — 2013
Bachelor's degree, Statistics
Father Ryan High School 2005 — 2009
Vanderbilt University
Vanderbilt University
UBS February 2015 - Present
Merrill Lynch November 2014 - February 2015
Viacom August 2014 - October 2014
University of Rochester September 2013 - December 2013
University of Rochester January 2012 - May 2012
Vanderbilt University May 2008 - July 2008
Skills
Statistics, Mathematica, R, SAS, LaTeX, Experimental Design, Stata, Statistical Modeling, Matlab, Data Analysis, Mathematical Modeling, SPSS, Machine Learning, Quantitative Analytics, Data Mining, Biostatistics, Monte Carlo Simulation, Algorithms, Econometrics, Time Series Analysis, Accounting
Education
University of Rochester 2009 — 2013
Bachelor's degree, Statistics
Father Ryan High School 2005 — 2009
Vanderbilt University
Vanderbilt University
Nicole Yancey's UBS Experience October 2013 - Present
Job Client Service Associate
Industry Sports
Experience
UBS October 2013 - Present
UBS February 2012 - February 2012
Skills
Coaching, Marketing
Education
University of South Carolina Upstate 2007 — 2011
Bachelor of Arts (B.A.), English
UBS October 2013 - Present
UBS February 2012 - February 2012
Skills
Coaching, Marketing
Education
University of South Carolina Upstate 2007 — 2011
Bachelor of Arts (B.A.), English
Ji Hoon (Michael) Jeon's UBS Experience June 2013 - July 2013
Job Investment Banking Fall Analyst at Takenaka Partners LLC
Industry Higher Education
Experience
Takenaka Partners LLC September 2014 - Present
BNP Paribas June 2014 - August 2014
UBS June 2013 - July 2013
Skills
Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, Investment Banking, Research, Microsoft Office, Public Speaking, Valuation
Education
University of Southern California 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Semiahmoo Secondary School 2008 — 2012
International Baccaulaureate Diploma Program
Takenaka Partners LLC September 2014 - Present
BNP Paribas June 2014 - August 2014
UBS June 2013 - July 2013
Skills
Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, Investment Banking, Research, Microsoft Office, Public Speaking, Valuation
Education
University of Southern California 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Semiahmoo Secondary School 2008 — 2012
International Baccaulaureate Diploma Program
Brett Brophy's UBS Experience June 2013 - Present
Job Summer Intern at UBS
Industry Financial Services
Experience
UBS June 2013 - Present
Education
University of Scranton 2012 — 2016
UBS June 2013 - Present
Education
University of Scranton 2012 — 2016
William Paynter's UBS Experience October 2014 - Present
Job
Industry
Experience
UBS October 2014 - Present
Education
University of Southern California 1993 — 1996
Biology
UBS October 2014 - Present
Education
University of Southern California 1993 — 1996
Biology
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.