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
Boris Bark Boris Bark's UBS Experience 2009 - 2010
Job at
Industry Investment Management
Experience
Natixis Global Asset Management December 2013 - Present
Fidelity Investments November 2010 - November 2013
UBS 2009 - 2010
Skills
Series 7, Investments, Series 63, Bloomberg Terminal, 401k, Investment Strategies, Retirement, Retirement Planning, Mutual Funds, Equities, Financial Modeling, Financial Analysis, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, CFA Level 2 Candidate, Finance, Portfolio Management, Fixed Income
Education
Boston College 2006 — 2010
B.S, Finance, Accounting
Boston Latin School
Natixis Global Asset Management December 2013 - Present
Fidelity Investments November 2010 - November 2013
UBS 2009 - 2010
Skills
Series 7, Investments, Series 63, Bloomberg Terminal, 401k, Investment Strategies, Retirement, Retirement Planning, Mutual Funds, Equities, Financial Modeling, Financial Analysis, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, CFA Level 2 Candidate, Finance, Portfolio Management, Fixed Income
Education
Boston College 2006 — 2010
B.S, Finance, Accounting
Boston Latin School
Kai Xu's UBS Experience June 2014 - August 2014
Job Summer Analyst at UBS
Industry
Experience
Self-Employed August 2011 - Present
UBS June 2014 - August 2014
Sovereign Global Advisors June 2013 - August 2013
Investment Banking Institute May 2013 - June 2013
Ernst & Young July 2011 - August 2011
Skills
Microsoft Office, Excel, Word, PowerPoint, Financial Modeling, VBA, Comparable Analysis, LBO, DCF Valuation, Technical Analysis, Financial Statement..., Financial Accounting, Investments, Trading, Swing Trading, Microsoft Excel, Microsoft Word, Valuation, Financial Analysis, Finance
Education
Boston College 2013 — 2014
Master of Science in Finance
New York University 2013 — 2013
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (B.S.)
Københavns Universitet / University of Copenhagen 2012 — 2012
Exchange Student In Denmark
Konan University 2011 — 2011
Summer School in Japan
NO.1. Middle School Attached to CCNU 2006 — 2009
Self-Employed August 2011 - Present
UBS June 2014 - August 2014
Sovereign Global Advisors June 2013 - August 2013
Investment Banking Institute May 2013 - June 2013
Ernst & Young July 2011 - August 2011
Skills
Microsoft Office, Excel, Word, PowerPoint, Financial Modeling, VBA, Comparable Analysis, LBO, DCF Valuation, Technical Analysis, Financial Statement..., Financial Accounting, Investments, Trading, Swing Trading, Microsoft Excel, Microsoft Word, Valuation, Financial Analysis, Finance
Education
Boston College 2013 — 2014
Master of Science in Finance
New York University 2013 — 2013
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (B.S.)
Københavns Universitet / University of Copenhagen 2012 — 2012
Exchange Student In Denmark
Konan University 2011 — 2011
Summer School in Japan
NO.1. Middle School Attached to CCNU 2006 — 2009
Ulku Rowe Ulku Rowe's UBS Experience June 1997 - June 2009
Job Managing Director, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2012 - Present
Bank of America August 2009 - September 2012
UBS June 1997 - June 2009
National Center for Supercomputing Applications 1996 - 1997
Skills
Credit Risk, Market Risk, Counterparty Risk, Model Risk, Risk Management, Fixed Income, Derivatives, Capital Markets, Trading Systems, Interest Rate..., Credit Derivatives, Structured Products, Equities, Trading, Quantitative Finance, Project Management, Software Development, SDLC, Financial Risk, VAR, Capital, Basel III, CCAR, Financial Markets, Electronic Trading, Market Data, OTC Clearing, Data Management, Big Data, Data Warehousing, Business Intelligence, UX Design, User Experience, Agile Methodologies
Education
University of Illinois at Urbana-Champaign 1995 — 1997
Master of Science (MS), Computer Science
Boğaziçi University 1990 — 1994
Bachelor of Science (BS), Computer Engineering
Uskudar American Academy
J.P. Morgan September 2012 - Present
Bank of America August 2009 - September 2012
UBS June 1997 - June 2009
National Center for Supercomputing Applications 1996 - 1997
Skills
Credit Risk, Market Risk, Counterparty Risk, Model Risk, Risk Management, Fixed Income, Derivatives, Capital Markets, Trading Systems, Interest Rate..., Credit Derivatives, Structured Products, Equities, Trading, Quantitative Finance, Project Management, Software Development, SDLC, Financial Risk, VAR, Capital, Basel III, CCAR, Financial Markets, Electronic Trading, Market Data, OTC Clearing, Data Management, Big Data, Data Warehousing, Business Intelligence, UX Design, User Experience, Agile Methodologies
Education
University of Illinois at Urbana-Champaign 1995 — 1997
Master of Science (MS), Computer Science
Boğaziçi University 1990 — 1994
Bachelor of Science (BS), Computer Engineering
Uskudar American Academy
Michael West, CFP®'s UBS Experience February 1998 - May 2005
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 2005 - Present
UBS February 1998 - May 2005
Smith Barney 1993 - February 1998
Mike Shad Ford August 1989 - May 1991
Jones Day February 1984 - May 1989
Alpha 1 Construction Company September 1983 - February 1985
US Army September 1980 - September 1983
Skills
Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Securities, Investments, Financial Advisory, Finance, Financial Services, 401k
Education
Bob Jones University 1991 — 1993
Bachelor of Science, Finance
Bob Jones University 1991 — 1993
Bachelor's degree, Finance and Financial Management Services
Raymond James May 2005 - Present
UBS February 1998 - May 2005
Smith Barney 1993 - February 1998
Mike Shad Ford August 1989 - May 1991
Jones Day February 1984 - May 1989
Alpha 1 Construction Company September 1983 - February 1985
US Army September 1980 - September 1983
Skills
Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Securities, Investments, Financial Advisory, Finance, Financial Services, 401k
Education
Bob Jones University 1991 — 1993
Bachelor of Science, Finance
Bob Jones University 1991 — 1993
Bachelor's degree, Finance and Financial Management Services
Christine Degenaars's UBS Experience June 2013 - August 2013
Job Associate Media Planner at DigitasLBi_US
Industry Higher Education
Experience
DigitasLBi_US May 2015 - Present
Random House June 2014 - August 2014
Boston College June 2014 - August 2014
UBS June 2013 - August 2013
Zola Books May 2013 - August 2013
Boston State House: Rep. Boldyga January 2012 - May 2012
Skills
Microsoft Excel, Microsoft PowerPoint, Solver, Editing, Public Speaking, Higher Education, Statistics, Facebook, Microsoft Word, Microsoft Office, Social Media, Community Outreach, Economics, Cpr Certified
Education
Boston College 2011 — 2015
B.S., Marketing and English, Graduate
IHA
DigitasLBi_US May 2015 - Present
Random House June 2014 - August 2014
Boston College June 2014 - August 2014
UBS June 2013 - August 2013
Zola Books May 2013 - August 2013
Boston State House: Rep. Boldyga January 2012 - May 2012
Skills
Microsoft Excel, Microsoft PowerPoint, Solver, Editing, Public Speaking, Higher Education, Statistics, Facebook, Microsoft Word, Microsoft Office, Social Media, Community Outreach, Economics, Cpr Certified
Education
Boston College 2011 — 2015
B.S., Marketing and English, Graduate
IHA
Ted Franchetti's UBS Experience September 2002 - September 2003
Job Equity sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2004 - Present
UBS September 2002 - September 2003
Merrill Lynch October 1997 - September 2002
Skills
Equities, Bloomberg, Series 7, Hedge Funds, Capital Markets, Investments, Portfolio Management, Equity Research, Valuation, Series 63, Financial Modeling, Fixed Income, Investment Banking, Asset Management, Securities, Alternative Investments, Derivatives, Trading, Equity Trading, Financial Analysis
Education
Boston College 1993 — 1997
Bachelor of Science (BS), Economics
Germantown Academy
Bank of America Merrill Lynch January 2004 - Present
UBS September 2002 - September 2003
Merrill Lynch October 1997 - September 2002
Skills
Equities, Bloomberg, Series 7, Hedge Funds, Capital Markets, Investments, Portfolio Management, Equity Research, Valuation, Series 63, Financial Modeling, Fixed Income, Investment Banking, Asset Management, Securities, Alternative Investments, Derivatives, Trading, Equity Trading, Financial Analysis
Education
Boston College 1993 — 1997
Bachelor of Science (BS), Economics
Germantown Academy
Jared Hawk's UBS Experience October 2000 - August 2002
Job Continuing Education Marketing
Industry Marketing and Advertising
Experience
Vindice Marketing, LLC March 2011 - Present
Tribute Media, LLC January 2008 - March 2011
Metlife March 2003 - July 2004
New England Financial October 2002 - February 2003
UBS October 2000 - August 2002
Union Bank of California October 1998 - June 1999
Skills
SEO, Online Marketing, Social Media Marketing, Marketing Strategy, SEM, Web Marketing, Social Networking, Marketing, Account Management, Email Marketing, Google Adwords, Lead Generation, Online Advertising, PPC, Small Business, Web Development, Sales, Strategic Planning
Education
Hartnell College 1998 — 2000
Boise State University 1998 — 1998
Salinas High School 1991 — 1994
High School
Vindice Marketing, LLC March 2011 - Present
Tribute Media, LLC January 2008 - March 2011
Metlife March 2003 - July 2004
New England Financial October 2002 - February 2003
UBS October 2000 - August 2002
Union Bank of California October 1998 - June 1999
Skills
SEO, Online Marketing, Social Media Marketing, Marketing Strategy, SEM, Web Marketing, Social Networking, Marketing, Account Management, Email Marketing, Google Adwords, Lead Generation, Online Advertising, PPC, Small Business, Web Development, Sales, Strategic Planning
Education
Hartnell College 1998 — 2000
Boise State University 1998 — 1998
Salinas High School 1991 — 1994
High School
Conor Shattuck Conor Shattuck's UBS Experience January 2010 - May 2010
Job Assistant Loan Specialist at UnitedAmerican Savings Bank
Industry Investment Banking
Experience
United-American Savings Bank April 2015 - Present
Duquesne University January 2013 - December 2014
IBERIABANK September 2012 - December 2012
JPMorgan Chase May 2011 - September 2011
Morgan Stanley June 2010 - April 2011
UBS January 2010 - May 2010
Wells Fargo April 2009 - August 2009
VICAT January 2007 - February 2007
Skills
Financial Analysis, Trading, Banking, Customer Service
Education
Duquesne University 2013 — 2014
Master of Business Administration (MBA)
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2014
Birmingham-Southern College
Bachelor of Science (BS), Business Administration and Management, General
United-American Savings Bank April 2015 - Present
Duquesne University January 2013 - December 2014
IBERIABANK September 2012 - December 2012
JPMorgan Chase May 2011 - September 2011
Morgan Stanley June 2010 - April 2011
UBS January 2010 - May 2010
Wells Fargo April 2009 - August 2009
VICAT January 2007 - February 2007
Skills
Financial Analysis, Trading, Banking, Customer Service
Education
Duquesne University 2013 — 2014
Master of Business Administration (MBA)
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2014
Birmingham-Southern College
Bachelor of Science (BS), Business Administration and Management, General
Mr. Shephard-Isaacs's UBS Experience September 2001 - January 2005
Job IT Consultant
Industry Information Technology and Services
Experience
Shephard Inc February 2003 - Present
Nike January 2009 - February 2010
Williams-Sonoma, Inc. August 2009 - January 2010
THE LEARNING CENTER OF LAS VEGAS August 2007 - January 2010
US Tech Solutions 2010 - 2010
Lucent Technologies May 2005 - November 2008
UBS September 2001 - January 2005
Skills
Microsoft Office, Team Building, Microsoft Excel, Social Media, Customer Service, Windows, PowerPoint, Outlook, Leadership, System Administration, Program Management, Public Speaking, Troubleshooting, Data Center, Strategic Planning, Technical Support, Team Leadership, Integration, Team Management, Microsoft Word, Information Technology, Servers, Project Management, Social Media Marketing, Account Management, Budgets, Hardware, Enterprise Software, Vendor Management, Social Networking, Research, IT Management, Process Improvement
Education
The Learning Center of Las Vegas 2007 — 2008
N/A, MCDST, MCSE, LAN ADMISTRAITIVE TASKS, SERVER 2000 & 2003, SECURITY, NET & A-PLUS, CCNA
Taylor Business Institute 2001 — 2003
Associates, Newwork Technology
Boricua College 1998 — 1999
Business, Network Technology
University of Virginia 1995 — 1998
BA, Business Administration in Computer Science
Shephard Inc February 2003 - Present
Nike January 2009 - February 2010
Williams-Sonoma, Inc. August 2009 - January 2010
THE LEARNING CENTER OF LAS VEGAS August 2007 - January 2010
US Tech Solutions 2010 - 2010
Lucent Technologies May 2005 - November 2008
UBS September 2001 - January 2005
Skills
Microsoft Office, Team Building, Microsoft Excel, Social Media, Customer Service, Windows, PowerPoint, Outlook, Leadership, System Administration, Program Management, Public Speaking, Troubleshooting, Data Center, Strategic Planning, Technical Support, Team Leadership, Integration, Team Management, Microsoft Word, Information Technology, Servers, Project Management, Social Media Marketing, Account Management, Budgets, Hardware, Enterprise Software, Vendor Management, Social Networking, Research, IT Management, Process Improvement
Education
The Learning Center of Las Vegas 2007 — 2008
N/A, MCDST, MCSE, LAN ADMISTRAITIVE TASKS, SERVER 2000 & 2003, SECURITY, NET & A-PLUS, CCNA
Taylor Business Institute 2001 — 2003
Associates, Newwork Technology
Boricua College 1998 — 1999
Business, Network Technology
University of Virginia 1995 — 1998
BA, Business Administration in Computer Science
Chris Curreri's UBS Experience August 2011 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS August 2011 - Present
UBS January 2009 - August 2011
UBS June 2008 - January 2009
UBS June 2006 - May 2007
UBS June 2005 - May 2007
Skills
Risk Management, Vendor Management, Process Improvement, Operations Management, Change Management, Business Analysis, Asset Management, Fixed Income, Financial Analysis, Financial Services, Project Management, Loans, Warehouse Lending, Bloomberg, Banking, Finance, Capital Markets
Education
Boston College 2001 — 2005
Bachelor of Science (BS), Finance, Marketing
UBS August 2011 - Present
UBS January 2009 - August 2011
UBS June 2008 - January 2009
UBS June 2006 - May 2007
UBS June 2005 - May 2007
Skills
Risk Management, Vendor Management, Process Improvement, Operations Management, Change Management, Business Analysis, Asset Management, Fixed Income, Financial Analysis, Financial Services, Project Management, Loans, Warehouse Lending, Bloomberg, Banking, Finance, Capital Markets
Education
Boston College 2001 — 2005
Bachelor of Science (BS), Finance, Marketing
Eduardo Enrique Saldivar's UBS Experience September 2013 - December 2013
Job FLDP Financial Analyst at McNeil Consumer Healthcare
Industry Accounting
Experience
McNeil Consumer Healthcare June 2015 - Present
Johnson & Johnson June 2014 - June 2015
UBS September 2013 - December 2013
Johnson & Johnson June 2013 - August 2013
E.S.T.I.R. Inc. May 2011 - August 2012
Light Horse Tavern July 2009 - August 2010
Abercrombie & Fitch April 2009 - September 2009
Skills
Word, PowerPoint, Excel, Social Media, Microsoft Office, Writing, Editing, Spanish, Facebook, Mac, Windows, Customer Service, Teamwork, English, Tutoring, Fundraising, Microsoft Excel, Data Analysis, Microsoft Word, Leadership, Sarbanes-Oxley Act, SAP, Lynx, Outlook, Social Networking, Access, Event Planning
Education
Boston College 2010 — 2014
Bachelor of Science in Management, Concentrations in Finance and Accounting
University of Cape Town 2012 — 2012
Environmental Studies and Economics, Study Abroad
West Orange High School 2006 — 2010
McNeil Consumer Healthcare June 2015 - Present
Johnson & Johnson June 2014 - June 2015
UBS September 2013 - December 2013
Johnson & Johnson June 2013 - August 2013
E.S.T.I.R. Inc. May 2011 - August 2012
Light Horse Tavern July 2009 - August 2010
Abercrombie & Fitch April 2009 - September 2009
Skills
Word, PowerPoint, Excel, Social Media, Microsoft Office, Writing, Editing, Spanish, Facebook, Mac, Windows, Customer Service, Teamwork, English, Tutoring, Fundraising, Microsoft Excel, Data Analysis, Microsoft Word, Leadership, Sarbanes-Oxley Act, SAP, Lynx, Outlook, Social Networking, Access, Event Planning
Education
Boston College 2010 — 2014
Bachelor of Science in Management, Concentrations in Finance and Accounting
University of Cape Town 2012 — 2012
Environmental Studies and Economics, Study Abroad
West Orange High School 2006 — 2010
Andrew McNally Andrew McNally's UBS Experience May 2000 - May 2002
Job Assistant Counsel, Office of the Governor, State of New Jersey
Industry Law Practice
Experience
Office of the Governor, State of New Jersey May 2013 - Present
Patton Boggs LLP 2006 - May 2013
Connell Foley LLP September 2005 - December 2006
UBS May 2000 - May 2002
Skills
Environmental Law, Business Litigation, Legal Writing, Litigation, Commercial Litigation, Civil Litigation, Appeals, Courts
Education
Seton Hall University School of Law 2002 — 2005
J.D.
Boston College 1996 — 2000
B.A., Economics
Poly Prep Country Day School 1992 — 1996
Office of the Governor, State of New Jersey May 2013 - Present
Patton Boggs LLP 2006 - May 2013
Connell Foley LLP September 2005 - December 2006
UBS May 2000 - May 2002
Skills
Environmental Law, Business Litigation, Legal Writing, Litigation, Commercial Litigation, Civil Litigation, Appeals, Courts
Education
Seton Hall University School of Law 2002 — 2005
J.D.
Boston College 1996 — 2000
B.A., Economics
Poly Prep Country Day School 1992 — 1996
Chris Hereford Chris Hereford's UBS Experience March 2011 - May 2012
Job Experienced Management Executive
Industry Financial Services
Experience
UBS March 2011 - May 2012
Merrill Lynch November 2007 - February 2011
Sprinkler Specialties 2000 - 2006
Skills
Strategic Financial..., Investments, Estate Planning, Series 7, Finance, Team Building, Financial Analysis
Education
Northwest Nazarene University 2005 — 2007
MBA
Boise State University 2001 — 2005
BBA, Finance
UBS March 2011 - May 2012
Merrill Lynch November 2007 - February 2011
Sprinkler Specialties 2000 - 2006
Skills
Strategic Financial..., Investments, Estate Planning, Series 7, Finance, Team Building, Financial Analysis
Education
Northwest Nazarene University 2005 — 2007
MBA
Boise State University 2001 — 2005
BBA, Finance
Jonathan Rather's UBS Experience May 2014 - March 2015
Job Fixed Income Associate at BlackRock
Industry Financial Services
Experience
BlackRock March 2015 - Present
UBS May 2014 - March 2015
UBS Financial Services August 2012 - December 2012
UBS Financial Services May 2011 - September 2011
OTR Global May 2010 - August 2010
Skills
Mutual Funds, Series 7, Valuation, Portfolio Management, Alternative Investments, Bloomberg, Analysis, Investments, Bloomberg Terminal, Securities, Hedge Funds, Asset Allocation, Bonds, Investment Strategies, Wealth Management, Investment Management
Education
Completed all 3 CFA exams, awaiting 4 years of experience to become Charterholder 2013 — 2014
Boston College 2008 — 2012
Bachelor's degree, Economics
BlackRock March 2015 - Present
UBS May 2014 - March 2015
UBS Financial Services August 2012 - December 2012
UBS Financial Services May 2011 - September 2011
OTR Global May 2010 - August 2010
Skills
Mutual Funds, Series 7, Valuation, Portfolio Management, Alternative Investments, Bloomberg, Analysis, Investments, Bloomberg Terminal, Securities, Hedge Funds, Asset Allocation, Bonds, Investment Strategies, Wealth Management, Investment Management
Education
Completed all 3 CFA exams, awaiting 4 years of experience to become Charterholder 2013 — 2014
Boston College 2008 — 2012
Bachelor's degree, Economics
Ralph Alonso Ralph Alonso's UBS Experience February 2002 - March 2013
Job Seeking an opportunity in middle/back office operations
Industry Financial Services
Experience
Goldman Sachs June 2014 - June 2015
BNP PARIBAS October 2013 - April 2014
UBS February 2002 - March 2013
Pershing, a BNY Mellon company September 1998 - February 2002
Skills
Fixed Income, MBS, Investment Banking, Risk Management, Bloomberg, Financial Analysis, Trading Systems, DTC, Repo Pairoffs, Margin calls, Operational Risk, Anti Money Laundering, Internal Fraud Awareness, Introduction to Swap..., Lean Process Excellence..., Enhance Client Services, Dodd-Frank Act..., Six Sigma Yellow and..., Derivatives, Back Office, Equities, Financial Risk, Settlement, Securities
Education
Borough of Manhattan Community College 1984 — 1985
Business Administration and Management, General
FDR HIGH SCHOOL 1981 — 1984
Regents diploma graduate
Goldman Sachs June 2014 - June 2015
BNP PARIBAS October 2013 - April 2014
UBS February 2002 - March 2013
Pershing, a BNY Mellon company September 1998 - February 2002
Skills
Fixed Income, MBS, Investment Banking, Risk Management, Bloomberg, Financial Analysis, Trading Systems, DTC, Repo Pairoffs, Margin calls, Operational Risk, Anti Money Laundering, Internal Fraud Awareness, Introduction to Swap..., Lean Process Excellence..., Enhance Client Services, Dodd-Frank Act..., Six Sigma Yellow and..., Derivatives, Back Office, Equities, Financial Risk, Settlement, Securities
Education
Borough of Manhattan Community College 1984 — 1985
Business Administration and Management, General
FDR HIGH SCHOOL 1981 — 1984
Regents diploma graduate
Catherine Grace O'Connor's UBS Experience September 2015 - Present
Job Client Service Associate at UBS
Industry
Experience
UBS September 2015 - Present
NBC Owned Television Stations June 2014 - Present
Skills
Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, PowerPoint
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Oak Knoll School 2007 — 2011
UBS September 2015 - Present
NBC Owned Television Stations June 2014 - Present
Skills
Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, PowerPoint
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Oak Knoll School 2007 — 2011
Jarrod Stevens, CPA Jarrod Stevens, CPA's UBS Experience September 2008 - May 2009
Job Operations Analyst at CTI Foods
Industry Accounting
Experience
CTI Foods June 2015 - Present
T3 Wireless, LLC August 2013 - May 2015
KPMG November 2010 - July 2013
Wells Fargo Financial April 2010 - October 2010
Reise L Perin CPA January 2010 - April 2010
UBS September 2008 - May 2009
CGU Insurance June 2005 - December 2006
Skills
Client Development, Client Relations Skills, Financial Accounting, Microsoft Office, Financial Analysis, Financial Reporting, Financial Audits, Analysis, Accounting, General Ledger, Auditing, GAAP, Finance, Internal Controls, CPA, Financial Statements, US GAAP, Tax Preparation, Tax Accounting, Income Tax, Sarbanes-Oxley Act, External Audit, SEC filings, Internal Audit, SEC Filings
Education
Boise State University 2009 — 2011
Bachelors of Business Administration, Accounting/Finance
CTI Foods June 2015 - Present
T3 Wireless, LLC August 2013 - May 2015
KPMG November 2010 - July 2013
Wells Fargo Financial April 2010 - October 2010
Reise L Perin CPA January 2010 - April 2010
UBS September 2008 - May 2009
CGU Insurance June 2005 - December 2006
Skills
Client Development, Client Relations Skills, Financial Accounting, Microsoft Office, Financial Analysis, Financial Reporting, Financial Audits, Analysis, Accounting, General Ledger, Auditing, GAAP, Finance, Internal Controls, CPA, Financial Statements, US GAAP, Tax Preparation, Tax Accounting, Income Tax, Sarbanes-Oxley Act, External Audit, SEC filings, Internal Audit, SEC Filings
Education
Boise State University 2009 — 2011
Bachelors of Business Administration, Accounting/Finance
D'Janai Smith D'Janai Smith's UBS Experience August 2011 - February 2012
Job Account Manager
Industry Consumer Services
Experience
eos sleep January 2014 - Present
Schlesinger Associates July 2013 - January 2014
T-Mobile November 2012 - July 2013
Amalgamated Bank June 2012 - September 2012
UBS August 2011 - February 2012
Year Up March 2011 - February 2012
Forever 21 June 2010 - August 2011
Apollo Theater Foundation, Inc. October 2008 - March 2010
High School of Fashion Industries September 2006 - January 2009
Apollo Theater Foundation, Inc July 2008 - August 2008
Skills
Access, PowerPoint, Microsoft Excel, Data Analysis, Analysis, Nonprofits, Project Management, SharePoint, Microsoft Word, Social Networking, Management, Research, Program Management, Networking, Windows, Presentations, Marketing, Outlook, Microsoft Office, Retail Banking, Customer Support, Customer Oriented, Customer Service, Retail Sales, Visual Merchandising, Database Administration, Data Entry, Survey Research, SurveyMonkey, Survey Design, Surveying, Teamwork, Leadership, Public Speaking, Time Management
Education
Borough of Manhattan Community College 2012 — 2015
Associate of Arts (A.A.), Business Administration, Sophmore
Year Up, Inc 2011 — 2012
Financial Operations
High School of Fashion Industries 2004 — 2010
NYS Regents Diploma, Fashion Design/Manufacturing
eos sleep January 2014 - Present
Schlesinger Associates July 2013 - January 2014
T-Mobile November 2012 - July 2013
Amalgamated Bank June 2012 - September 2012
UBS August 2011 - February 2012
Year Up March 2011 - February 2012
Forever 21 June 2010 - August 2011
Apollo Theater Foundation, Inc. October 2008 - March 2010
High School of Fashion Industries September 2006 - January 2009
Apollo Theater Foundation, Inc July 2008 - August 2008
Skills
Access, PowerPoint, Microsoft Excel, Data Analysis, Analysis, Nonprofits, Project Management, SharePoint, Microsoft Word, Social Networking, Management, Research, Program Management, Networking, Windows, Presentations, Marketing, Outlook, Microsoft Office, Retail Banking, Customer Support, Customer Oriented, Customer Service, Retail Sales, Visual Merchandising, Database Administration, Data Entry, Survey Research, SurveyMonkey, Survey Design, Surveying, Teamwork, Leadership, Public Speaking, Time Management
Education
Borough of Manhattan Community College 2012 — 2015
Associate of Arts (A.A.), Business Administration, Sophmore
Year Up, Inc 2011 — 2012
Financial Operations
High School of Fashion Industries 2004 — 2010
NYS Regents Diploma, Fashion Design/Manufacturing
Ray Quiroga's UBS Experience August 2012 - August 2013
Job IT Chief Operating Officer at KPMG LLP
Industry Information Technology and Services
Experience
KPMG LLP August 2013 - Present
UBS August 2012 - August 2013
Credit Suisse September 2006 - August 2012
Citigroup, Inc. July 2000 - September 2006
Paine Webber July 1997 - July 2000
Estee Lauder 1995 - 1997
AT&T 1993 - 1995
Skills
Capital Markets, IT Strategy, Change Management, Finance, Investment Banking, Fixed Income, Business Analysis, PMO, Management, Risk Management, Financial Analysis, Program Management, Equities, Vendor Management, Outsourcing, Business Process..., Business Continuity, Banking, Project Portfolio..., Governance
Education
Boston College 1989 — 1993
BS, Accounting
Xavier High School 1985 — 1989
High School, High School Degree
KPMG LLP August 2013 - Present
UBS August 2012 - August 2013
Credit Suisse September 2006 - August 2012
Citigroup, Inc. July 2000 - September 2006
Paine Webber July 1997 - July 2000
Estee Lauder 1995 - 1997
AT&T 1993 - 1995
Skills
Capital Markets, IT Strategy, Change Management, Finance, Investment Banking, Fixed Income, Business Analysis, PMO, Management, Risk Management, Financial Analysis, Program Management, Equities, Vendor Management, Outsourcing, Business Process..., Business Continuity, Banking, Project Portfolio..., Governance
Education
Boston College 1989 — 1993
BS, Accounting
Xavier High School 1985 — 1989
High School, High School Degree
Chong Ma Chong Ma's UBS Experience June 2015 - August 2015
Job Boston College
Industry Financial Services
Experience
UBS June 2015 - August 2015
Accenture November 2013 - April 2014
Shenwan Hongyuan Securities August 2013 - November 2013
Skills
Microsoft Excel, Corporate Finance, Valuation, Investments, Financial Econometrics, Financial Modeling, Management Consulting, Accounting, Management, Public Speaking, Visio, Financial Statement..., Bloomberg Terminal, Data Analysis, Quantitative Research
Education
Boston College 2014 — 2015
Finance, Master of Science (MS)
Renmin University of China 2010 — 2014
Finance, Bachelor of Science (B.S.)
King's College London 2012 — 2012
Strategic management, Summer School
UBS June 2015 - August 2015
Accenture November 2013 - April 2014
Shenwan Hongyuan Securities August 2013 - November 2013
Skills
Microsoft Excel, Corporate Finance, Valuation, Investments, Financial Econometrics, Financial Modeling, Management Consulting, Accounting, Management, Public Speaking, Visio, Financial Statement..., Bloomberg Terminal, Data Analysis, Quantitative Research
Education
Boston College 2014 — 2015
Finance, Master of Science (MS)
Renmin University of China 2010 — 2014
Finance, Bachelor of Science (B.S.)
King's College London 2012 — 2012
Strategic management, Summer School
Jonathan Goldowsky's UBS Experience May 2011 - June 2011
Job Analyst at PNC Capital Markets
Industry Financial Services
Experience
PNC June 2015 - Present
Fidelity Investments May 2014 - August 2014
Citizens Bank June 2013 - August 2013
Metropolitan Real Estate Equity Management January 2012 - January 2012
UBS May 2011 - June 2011
Skills
Microsoft Office, Salesforce.com, Interest Rate..., Foreign Exchange, FX Options, Currency, Banking, Analysis, Customer Service, Research, Investments
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics
PNC June 2015 - Present
Fidelity Investments May 2014 - August 2014
Citizens Bank June 2013 - August 2013
Metropolitan Real Estate Equity Management January 2012 - January 2012
UBS May 2011 - June 2011
Skills
Microsoft Office, Salesforce.com, Interest Rate..., Foreign Exchange, FX Options, Currency, Banking, Analysis, Customer Service, Research, Investments
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Soo Chung's UBS Experience July 2001 - April 2003
Job Contracts Manager
Industry Hospital & Health Care
Experience
International Union Against Tuberculosis and Lung Disease (The Union) June 2015 - Present
KARA (designer retail company) October 2013 - June 2015
Actavis December 2007 - April 2012
Schering Plough 2006 - 2007
Organon June 2005 - May 2006
UBS July 2001 - April 2003
Skills
Clinical Trials, Contract Negotiation, Pharmaceuticals, Access, Compliance, Microsoft Office, Excel, Auditing, Process Improvement, Pricing, Word, Pharmaceutical Industry
Education
Boston College 1997 — 2001
BS, Finance
International Union Against Tuberculosis and Lung Disease (The Union) June 2015 - Present
KARA (designer retail company) October 2013 - June 2015
Actavis December 2007 - April 2012
Schering Plough 2006 - 2007
Organon June 2005 - May 2006
UBS July 2001 - April 2003
Skills
Clinical Trials, Contract Negotiation, Pharmaceuticals, Access, Compliance, Microsoft Office, Excel, Auditing, Process Improvement, Pricing, Word, Pharmaceutical Industry
Education
Boston College 1997 — 2001
BS, Finance
Jesus (Jay) Pepin Jesus (Jay) Pepin's UBS Experience February 2012 - January 2013
Job IT Professional
Industry Investment Banking
Experience
Chadbourne & Parke LLP January 2014 - February 2014
Borough of Manhattan Community College July 2013 - December 2013
Per Scholas March 2013 - June 2013
UBS February 2012 - January 2013
Goldman Sachs October 1998 - July 2011
Skills
Network Administration, IT project management, Telecommunications, Data center management, Trading floor support, Office relocations, Technical help desk...
Education
Borough of Manhattan Community College 2013 — 2013
Technical Certificate, A+ / CCNA
Chadbourne & Parke LLP January 2014 - February 2014
Borough of Manhattan Community College July 2013 - December 2013
Per Scholas March 2013 - June 2013
UBS February 2012 - January 2013
Goldman Sachs October 1998 - July 2011
Skills
Network Administration, IT project management, Telecommunications, Data center management, Trading floor support, Office relocations, Technical help desk...
Education
Borough of Manhattan Community College 2013 — 2013
Technical Certificate, A+ / CCNA
Diana Cordrey's UBS Experience April 2005 - August 2010
Job Operations Manager at Ferrandino & Son, Inc.
Industry Facilities Services
Experience
Ferrandino & Son, Inc. August 2013 - March 2015
Ferrandino and Son September 2010 - August 2013
UBS April 2005 - August 2010
Coldwell Banker Preferred May 2003 - April 2005
Skills
Account Management, Customer Satisfaction, Sales Management, Sales, New Business Development, Team Building, Contract Negotiation, Marketing, Budgets, Team Leadership, Facilities Management, Cold Calling, Negotiation, Operations Management, Recruiting, Purchasing, Management
Education
Bloomsburg University of Pennsylvania 1999 — 2003
Business Administration, Marketing
Perkiomen Valley High School 1995 — 1999
Ferrandino & Son, Inc. August 2013 - March 2015
Ferrandino and Son September 2010 - August 2013
UBS April 2005 - August 2010
Coldwell Banker Preferred May 2003 - April 2005
Skills
Account Management, Customer Satisfaction, Sales Management, Sales, New Business Development, Team Building, Contract Negotiation, Marketing, Budgets, Team Leadership, Facilities Management, Cold Calling, Negotiation, Operations Management, Recruiting, Purchasing, Management
Education
Bloomsburg University of Pennsylvania 1999 — 2003
Business Administration, Marketing
Perkiomen Valley High School 1995 — 1999
Mr. Thomas Williams Mr. Thomas Williams's UBS Experience January 2002 - September 2006
Job Goodwill Industries Of Greater New York & Northern New Jersey at Goodwill Industries International
Industry Financial Services
Experience
Goodwill Industries International December 2011 - Present
Broadridge November 2010 - November 2011
Barclays Capital October 2006 - July 2009
UBS January 2002 - September 2006
Skills
Bloomberg, DTC, Fixed Income, Equities, Prime Brokerage
Education
Borough of Manhattan Community College 2008 — 2009
BA, Business Administration
Goodwill Industries International December 2011 - Present
Broadridge November 2010 - November 2011
Barclays Capital October 2006 - July 2009
UBS January 2002 - September 2006
Skills
Bloomberg, DTC, Fixed Income, Equities, Prime Brokerage
Education
Borough of Manhattan Community College 2008 — 2009
BA, Business Administration
Tom Felago, CFA Tom Felago, CFA's UBS Experience July 2007 - February 2010
Job Managing Director US Financial Intermediaries Group
Industry Investment Management
Experience
Wellington Management February 2010 - Present
UBS July 2007 - February 2010
Goldman Sachs August 2005 - June 2007
Education
Tuck School of Business 2003 — 2005
MBA, Finance
Boston College 1994 — 1998
BS, Finance & Marketing
Wellington Management February 2010 - Present
UBS July 2007 - February 2010
Goldman Sachs August 2005 - June 2007
Education
Tuck School of Business 2003 — 2005
MBA, Finance
Boston College 1994 — 1998
BS, Finance & Marketing
Peggy Foutz Peggy Foutz's UBS Experience August 2013 - Present
Job The Cornell/Nicholson Team UBS Financial Services Inc.
Industry Financial Services
Experience
UBS August 2013 - Present
Education
Bob Jones University 1974 — 1978
BS, Music Education
Truman High School 1972 — 1974
UBS August 2013 - Present
Education
Bob Jones University 1974 — 1978
BS, Music Education
Truman High School 1972 — 1974
Estibaly Delmonte's UBS Experience August 2006 - December 2007
Job Sub Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education November 2014 - Present
Lutheran Social Services November 2013 - 2014
Lutheran Social Services of New York September 2013 - November 2013
JPMorgan Chase May 2011 - March 2013
Champion Learning Center January 2009 - March 2011
UBS August 2006 - December 2007
Skills
Administrative..., Creativity, Close Attention to..., Reliability, Highly responsible, Positive Team Player, Energetic Self-Starter, Customer Service, Customer Satisfaction, Teaching, Classroom, Classroom Management, Public Speaking, Microsoft Office, Curriculum Design, Management, Research
Education
City University of New York City College 2008 — 2012
Bachelor of Science (B.S.), Childhood Education
Borough of Manhattan Community College 2006 — 2008
Associate's degree, Liberal Arts and Sciences/Liberal Studies
NYC Department of Education November 2014 - Present
Lutheran Social Services November 2013 - 2014
Lutheran Social Services of New York September 2013 - November 2013
JPMorgan Chase May 2011 - March 2013
Champion Learning Center January 2009 - March 2011
UBS August 2006 - December 2007
Skills
Administrative..., Creativity, Close Attention to..., Reliability, Highly responsible, Positive Team Player, Energetic Self-Starter, Customer Service, Customer Satisfaction, Teaching, Classroom, Classroom Management, Public Speaking, Microsoft Office, Curriculum Design, Management, Research
Education
City University of New York City College 2008 — 2012
Bachelor of Science (B.S.), Childhood Education
Borough of Manhattan Community College 2006 — 2008
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Sandeep Mehta Sandeep Mehta's UBS Experience June 2012 - July 2014
Job Executive Vice President, Technology at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Blue Coat Systems 2013 - 2015
Wells Fargo August 2014 - November 2014
UBS June 2012 - July 2014
UBS 2010 - 2012
Goldman Sachs 2000 - 2010
Deutsche Bank 1997 - 2000
Lehman Brothers 1994 - 1997
NYNEX Science & Technology 1991 - 1994
Philips Laboratories 1987 - 1991
Education
Rochester Institute of Technology 1985 — 1987
MS, Computer Science
Birla Institute of Technology and Science, Pilani 1981 — 1985
M.Sc., Physics
Wells Fargo December 2014 - Present
Blue Coat Systems 2013 - 2015
Wells Fargo August 2014 - November 2014
UBS June 2012 - July 2014
UBS 2010 - 2012
Goldman Sachs 2000 - 2010
Deutsche Bank 1997 - 2000
Lehman Brothers 1994 - 1997
NYNEX Science & Technology 1991 - 1994
Philips Laboratories 1987 - 1991
Education
Rochester Institute of Technology 1985 — 1987
MS, Computer Science
Birla Institute of Technology and Science, Pilani 1981 — 1985
M.Sc., Physics
Brett A. Tremain Brett A. Tremain's UBS Experience 2008 - 2009
Job Vice President at Shipston Group Limited
Industry Venture Capital & Private Equity
Experience
Shipston Group Limited 2011 - Present
Merrick Ventures 2009 - 2011
UBS 2008 - 2009
Skills
Valuation, Financial Modeling, Private Equity, Due Diligence, Corporate Finance, LBO, Venture Capital, Investment Banking, Financial Analysis, Bloomberg, Investments, Project Finance, Equity Valuation, Alternative Investments, Investment Strategies, Start-ups, Mutual Funds, Corporate Development, Hedge Funds, DCF, Real Estate Economics, M&A experience, Emerging Markets, Investment Management, Entrepreneurship, Business Valuation, IPO
Education
Boston College
BS, Finance, Marketing
London Business School
Master of Business Administration (MBA), Investing
Northwestern University - Kellogg School of Management
MBA, Accounting and Finance
Shipston Group Limited 2011 - Present
Merrick Ventures 2009 - 2011
UBS 2008 - 2009
Skills
Valuation, Financial Modeling, Private Equity, Due Diligence, Corporate Finance, LBO, Venture Capital, Investment Banking, Financial Analysis, Bloomberg, Investments, Project Finance, Equity Valuation, Alternative Investments, Investment Strategies, Start-ups, Mutual Funds, Corporate Development, Hedge Funds, DCF, Real Estate Economics, M&A experience, Emerging Markets, Investment Management, Entrepreneurship, Business Valuation, IPO
Education
Boston College
BS, Finance, Marketing
London Business School
Master of Business Administration (MBA), Investing
Northwestern University - Kellogg School of Management
MBA, Accounting and Finance
Kate Henderson Damm Kate Henderson Damm's UBS Experience September 2015 - Present
Job Consultant Talent & Development at UBS
Industry Human Resources
Experience
UBS September 2015 - Present
VARIOUS July 2004 - Present
Ogilvy & Mather April 2013 - July 2015
UBS June 2006 - April 2013
Community for Education Foundation January 2005 - May 2006
New York University 2001 - 2004
Skills
Research, Organizational..., Financial Services, Recruiting, Change Management, Talent Management, Leadership Development, Instructional Design, Public Speaking
Education
New York University 2002 — 2004
MA, International Education
Boston College 1997 — 2001
Psychology & Sociology
University of Amsterdam 1999 — 1999
NA, Undergraduate study abroad
MDHS
UBS September 2015 - Present
VARIOUS July 2004 - Present
Ogilvy & Mather April 2013 - July 2015
UBS June 2006 - April 2013
Community for Education Foundation January 2005 - May 2006
New York University 2001 - 2004
Skills
Research, Organizational..., Financial Services, Recruiting, Change Management, Talent Management, Leadership Development, Instructional Design, Public Speaking
Education
New York University 2002 — 2004
MA, International Education
Boston College 1997 — 2001
Psychology & Sociology
University of Amsterdam 1999 — 1999
NA, Undergraduate study abroad
MDHS
NEAL GEORGE, CPA, CMA, CFM, CGMA NEAL GEORGE, CPA, CMA, CFM, CGMA's UBS Experience October 2000 - December 2000
Job Controller at Weekes Construction, Inc.
Industry Construction
Experience
Weekes Construction, Inc. May 2006 - Present
The PM Group of South Carolina April 2003 - May 2006
UBS October 2000 - December 2000
Indiana University of Pennsylvania August 1999 - December 1999
Merrill Lynch May 1999 - August 1999
Skills
Financial Reporting, Construction Accounting, Accounting, Account Reconciliation, Finance, Cost Accounting, Fixed Assets, Internal Controls, General Ledger, CMA, Sage, Journal Entries, Financial Accounting, Tax, Accruals, Financial Statements, Payroll, Auditing, Microsoft Excel, Tax Preparation, Variance Analysis, CPA, GAAP, Job Costing, Revenue Recognition, US GAAP, Cash Flow, Monthly Close, Accounts Payable, Consolidation, QuickBooks, Accounts Receivable, Peachtree, Timberline, Controller, Sage 300, Multi-State Sales Tax, Workflow Management, Management Accounting
Education
Clemson University
Master of Business Administration (M.B.A.), Master of Business Administration
Clemson University 2000 — 2000
BA, Economics
Indiana University of Pennsylvania 1999 — 1999
Economics
Bob Jones University 1997 — 1999
Accounting
Indiana University Bloomington
Accounting
Louisiana State University
Accounting
Texas A&M University-Commerce
Accounting
University of California, Berkeley
Accounting
Weekes Construction, Inc. May 2006 - Present
The PM Group of South Carolina April 2003 - May 2006
UBS October 2000 - December 2000
Indiana University of Pennsylvania August 1999 - December 1999
Merrill Lynch May 1999 - August 1999
Skills
Financial Reporting, Construction Accounting, Accounting, Account Reconciliation, Finance, Cost Accounting, Fixed Assets, Internal Controls, General Ledger, CMA, Sage, Journal Entries, Financial Accounting, Tax, Accruals, Financial Statements, Payroll, Auditing, Microsoft Excel, Tax Preparation, Variance Analysis, CPA, GAAP, Job Costing, Revenue Recognition, US GAAP, Cash Flow, Monthly Close, Accounts Payable, Consolidation, QuickBooks, Accounts Receivable, Peachtree, Timberline, Controller, Sage 300, Multi-State Sales Tax, Workflow Management, Management Accounting
Education
Clemson University
Master of Business Administration (M.B.A.), Master of Business Administration
Clemson University 2000 — 2000
BA, Economics
Indiana University of Pennsylvania 1999 — 1999
Economics
Bob Jones University 1997 — 1999
Accounting
Indiana University Bloomington
Accounting
Louisiana State University
Accounting
Texas A&M University-Commerce
Accounting
University of California, Berkeley
Accounting
Lindsay (Bolles) Olson Lindsay (Bolles) Olson's UBS Experience June 2005 - August 2005
Job Product Line Director at Anchor Block Company
Industry Building Materials
Experience
Oak Investment Partners June 2011 - August 2011
Opportunity International September 2009 - May 2010
Merrill Lynch November 2007 - September 2009
King Street Capital Management June 2007 - August 2007
UBS June 2005 - August 2005
Piper Jaffray June 2004 - August 2004
Skills
Economics, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Financial Analysis, Capital Markets, Private Equity, Bloomberg, Equities, Emerging Markets, Venture Capital, Due Diligence, Management, Business Development, Strategic Planning, Strategy
Education
GEORGETOWN UNIVERSITY, McDonough School of Business 2010 — 2012
MBA
Boston College 2003 — 2007
BA, Economics
The Lawrenceville School 2001 — 2003
High School
Breck School 1995 — 2000
High School
Oak Investment Partners June 2011 - August 2011
Opportunity International September 2009 - May 2010
Merrill Lynch November 2007 - September 2009
King Street Capital Management June 2007 - August 2007
UBS June 2005 - August 2005
Piper Jaffray June 2004 - August 2004
Skills
Economics, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Financial Analysis, Capital Markets, Private Equity, Bloomberg, Equities, Emerging Markets, Venture Capital, Due Diligence, Management, Business Development, Strategic Planning, Strategy
Education
GEORGETOWN UNIVERSITY, McDonough School of Business 2010 — 2012
MBA
Boston College 2003 — 2007
BA, Economics
The Lawrenceville School 2001 — 2003
High School
Breck School 1995 — 2000
High School
Serdar Soysal's UBS Experience 2002 - 2006
Job Technical Writer at Microsoft Corporation
Industry Computer Software
Experience
Microsoft Corporation June 2002 - Present
UBS 2002 - 2006
Kmart Corporation 1997 - 2002
Skills
Technical Writing, Software Documentation, Agile Methodologies, SharePoint, Software Project..., XML, Testing, Visio, Technical Documentation, Requirements Analysis, Project Management, Content Management, HTML, Software Development, SDLC, Program Management, Visual Studio, Integration, Agile Project Management, Online Help, Databases, Technical Communication, Enterprise Software, Software Design, Cloud Computing
Education
Istanbul Technical University 1994 — 1997
MS, Computer Science, Computer Networking
Boğaziçi University 1990 — 1994
BS, Computer Science
Microsoft Corporation June 2002 - Present
UBS 2002 - 2006
Kmart Corporation 1997 - 2002
Skills
Technical Writing, Software Documentation, Agile Methodologies, SharePoint, Software Project..., XML, Testing, Visio, Technical Documentation, Requirements Analysis, Project Management, Content Management, HTML, Software Development, SDLC, Program Management, Visual Studio, Integration, Agile Project Management, Online Help, Databases, Technical Communication, Enterprise Software, Software Design, Cloud Computing
Education
Istanbul Technical University 1994 — 1997
MS, Computer Science, Computer Networking
Boğaziçi University 1990 — 1994
BS, Computer Science
Greg Lisman Greg Lisman's UBS Experience June 2007 - August 2007
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
3i Group plc June 2015 - September 2015
Guggenheim Partners June 2013 - August 2014
Morgan Joseph TriArtisan LLC June 2010 - June 2013
CIT Group July 2008 - May 2010
UBS June 2007 - August 2007
Skills
Private Equity, Venture Capital, Corporate Finance, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Boston College 2004 — 2008
B.S., Carroll E. Wallace School of Management
3i Group plc June 2015 - September 2015
Guggenheim Partners June 2013 - August 2014
Morgan Joseph TriArtisan LLC June 2010 - June 2013
CIT Group July 2008 - May 2010
UBS June 2007 - August 2007
Skills
Private Equity, Venture Capital, Corporate Finance, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Boston College 2004 — 2008
B.S., Carroll E. Wallace School of Management
Crista Vigeant Crista Vigeant's UBS Experience 1999 - 2005
Job Teacher, StayAtHome Mom
Industry Religious Institutions
Experience
Paramus Catholic High School 2007 - August 2015
MetLife 2005 - 2006
UBS 1999 - 2005
Ruder Finn 1997 - 1999
Education
Boston College 1993 — 1997
Bachelor's degree, English, Communications
Fairleigh Dickinson University
Masters of Arts in Teaching
Paramus Catholic High School 2007 - August 2015
MetLife 2005 - 2006
UBS 1999 - 2005
Ruder Finn 1997 - 1999
Education
Boston College 1993 — 1997
Bachelor's degree, English, Communications
Fairleigh Dickinson University
Masters of Arts in Teaching
Christopher Cosentino's UBS Experience April 2006 - March 2008
Job Group Product Manager, Growth at Etsy
Industry Computer Software
Experience
Etsy October 2014 - Present
Etsy August 2013 - October 2014
Etsy September 2011 - August 2013
Eastman Kodak March 2008 - September 2011
UBS April 2006 - March 2008
UBS September 2004 - April 2006
Skills
E-commerce, Product Management, Multi-channel Marketing, Product Development, Agile Methodologies, Strategic Partnerships, Team Leadership, Product Marketing, Business Process..., Payments, Cross-functional Team...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
BS
Etsy October 2014 - Present
Etsy August 2013 - October 2014
Etsy September 2011 - August 2013
Eastman Kodak March 2008 - September 2011
UBS April 2006 - March 2008
UBS September 2004 - April 2006
Skills
E-commerce, Product Management, Multi-channel Marketing, Product Development, Agile Methodologies, Strategic Partnerships, Team Leadership, Product Marketing, Business Process..., Payments, Cross-functional Team...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
BS
Taryn Beatty's UBS Experience July 2015 - Present
Job Recruiting Coordinator at UBS
Industry Nonprofit Organization Management
Experience
UBS July 2015 - Present
Boston Private Industry Council August 2013 - July 2015
Boston Private Industry Council September 2012 - August 2013
Boston College May 2011 - June 2013
Boston College January 2011 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, HyperResearch, HyperTranscribe, Customer Service, Student Counseling, Research, Grant Writing, Program Evaluation, Higher Education, Community Outreach, Public Speaking
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Human Development, Minor: Sociology, GPA: 3.6
Florence University of the Arts (FUA) 2012 — 2012
Study Abroad, GPA: 3.7
Lincoln-Sudbury Regional High School 2005 — 2009
UBS July 2015 - Present
Boston Private Industry Council August 2013 - July 2015
Boston Private Industry Council September 2012 - August 2013
Boston College May 2011 - June 2013
Boston College January 2011 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, HyperResearch, HyperTranscribe, Customer Service, Student Counseling, Research, Grant Writing, Program Evaluation, Higher Education, Community Outreach, Public Speaking
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Human Development, Minor: Sociology, GPA: 3.6
Florence University of the Arts (FUA) 2012 — 2012
Study Abroad, GPA: 3.7
Lincoln-Sudbury Regional High School 2005 — 2009
Neil Matalia's UBS Experience May 2012 - August 2012
Job Analyst at SIR Capital Management
Industry Investment Management
Experience
SIR Capital Management April 2015 - Present
UBS Investment Bank May 2013 - April 2015
UBS May 2012 - August 2012
Colgate-Palmolive May 2011 - August 2011
Vivimed Labs Ltd July 2010 - August 2010
Education
Boston College - Carroll School of Management 2009 — 2013
B.S., Finance / B.S., Economics / B.A., Mathematics
Boston College
SIR Capital Management April 2015 - Present
UBS Investment Bank May 2013 - April 2015
UBS May 2012 - August 2012
Colgate-Palmolive May 2011 - August 2011
Vivimed Labs Ltd July 2010 - August 2010
Education
Boston College - Carroll School of Management 2009 — 2013
B.S., Finance / B.S., Economics / B.A., Mathematics
Boston College
Toniece Brown's UBS Experience August 2011 - June 2013
Job Operations Associate at Achievement First
Industry Financial Services
Experience
Achievement First July 2014 - Present
UBS August 2011 - June 2013
Skills
Software Documentation, Test Planning, System Testing, Visio, Testing, SharePoint, Test Cases, Organization, Collaboration, Constructive Feedback, Access, Customer Service, Information Technology, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Public Speaking
Education
St. John's University 2015 — 2017
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Borough of Manhattan Community College 2012 — 2015
Associate’s Degree, Business; Applied Science
Achievement First July 2014 - Present
UBS August 2011 - June 2013
Skills
Software Documentation, Test Planning, System Testing, Visio, Testing, SharePoint, Test Cases, Organization, Collaboration, Constructive Feedback, Access, Customer Service, Information Technology, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Public Speaking
Education
St. John's University 2015 — 2017
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Borough of Manhattan Community College 2012 — 2015
Associate’s Degree, Business; Applied Science
Neal Ratto's UBS Experience May 2011 - September 2011
Job ISA at athenahealth
Industry Real Estate
Experience
athenahealth April 2015 - Present
Parsons Commercial Group, Inc. May 2012 - April 2015
Boston College 2009 - 2012
UBS May 2011 - September 2011
Brax Landing June 2005 - August 2010
Skills
Investments, Real Estate, Brokerage, Investment Properties, Commercial Real Estate, Leases, Valuation, Real Estate Transactions, Disposition, Real Estate Development, Due Diligence, Real Estate Economics, Corporate Real Estate, Portfolio Management, Property Management, Asset Management
Education
Boston College 2009 — 2013
Bachelor, Communications
Xaverian Brothers High School 2005 — 2009
athenahealth April 2015 - Present
Parsons Commercial Group, Inc. May 2012 - April 2015
Boston College 2009 - 2012
UBS May 2011 - September 2011
Brax Landing June 2005 - August 2010
Skills
Investments, Real Estate, Brokerage, Investment Properties, Commercial Real Estate, Leases, Valuation, Real Estate Transactions, Disposition, Real Estate Development, Due Diligence, Real Estate Economics, Corporate Real Estate, Portfolio Management, Property Management, Asset Management
Education
Boston College 2009 — 2013
Bachelor, Communications
Xaverian Brothers High School 2005 — 2009
M. Romero M. Romero's UBS Experience April 2004 - July 2009
Job Technical Business Analyst /Windows 7 Migration Specialist at Tyco
Industry Information Technology and Services
Experience
Tyco April 2015 - Present
InvestCloud, Inc. May 2014 - April 2015
Con Edison October 2013 - May 2014
TD November 2012 - September 2013
Scholastic August 2012 - November 2012
Klik Technologies May 2012 - July 2012
TOSHIBA AMERICA BUSINESS SOLUTIONS June 2011 - May 2012
Verizon Wireless November 2010 - May 2011
Scholastic September 2009 - October 2010
UBS April 2004 - July 2009
Skills
Troubleshooting, Active Directory, Documentation, Computer Hardware, Microsoft Office, Windows, Customer Service, Customer Relations, Lotus Notes, XP, Problem Solving, Outlook, Operating Systems, Vendor Management, Software Documentation, VPN, Technical Support, Windows Server, Disaster Recovery, Hardware, Data Center, Microsoft Exchange, SharePoint, Servers, Citrix, Windows 7, DHCP, System Deployment, Network Administration, Networking, Security, Blackberry Enterprise..., Infrastructure, System Administration, BMC Remedy, TCP/IP, Access, Help Desk Support, SQL, Software Installation, Testing, Windows XP, Databases, VoIP, Visio, Requirements Analysis, Enterprise Architecture
Education
City University of New York-Hunter College 1995 — 2001
Bachelor, Arts
Borough of Manhattan Community College
Associate of Arts (A.A.), Business Administration and Management, General
Tyco April 2015 - Present
InvestCloud, Inc. May 2014 - April 2015
Con Edison October 2013 - May 2014
TD November 2012 - September 2013
Scholastic August 2012 - November 2012
Klik Technologies May 2012 - July 2012
TOSHIBA AMERICA BUSINESS SOLUTIONS June 2011 - May 2012
Verizon Wireless November 2010 - May 2011
Scholastic September 2009 - October 2010
UBS April 2004 - July 2009
Skills
Troubleshooting, Active Directory, Documentation, Computer Hardware, Microsoft Office, Windows, Customer Service, Customer Relations, Lotus Notes, XP, Problem Solving, Outlook, Operating Systems, Vendor Management, Software Documentation, VPN, Technical Support, Windows Server, Disaster Recovery, Hardware, Data Center, Microsoft Exchange, SharePoint, Servers, Citrix, Windows 7, DHCP, System Deployment, Network Administration, Networking, Security, Blackberry Enterprise..., Infrastructure, System Administration, BMC Remedy, TCP/IP, Access, Help Desk Support, SQL, Software Installation, Testing, Windows XP, Databases, VoIP, Visio, Requirements Analysis, Enterprise Architecture
Education
City University of New York-Hunter College 1995 — 2001
Bachelor, Arts
Borough of Manhattan Community College
Associate of Arts (A.A.), Business Administration and Management, General
Michelle Jordan's UBS Experience June 2011 - December 2011
Job Corporate Responsibility Executive
Industry Public Relations and Communications
Experience
Aramark February 2012 - Present
National Hispanic Corporate Council January 2010 - August 2013
UBS June 2011 - December 2011
Stepping Stones Museum 2008 - January 2010
PepsiCo, Inc. August 2005 - September 2008
PepsiCo, Inc. August 1991 - November 2005
Skills
Public Relations, Leadership Development, Strategic Partnerships, Employee Relations, Non-profits, Customer Relations, Team Building, Event Planning, Customer Service, Coaching, Corporate Communications, Marketing Communications, Microsoft Office, Product Development, Event Management, Promotions, Word, Organizational..., Mentoring, Talent Management, Community Development, Marketing, Social Networking, Community Relations..., Project Management, Nonprofits, Leadership, Strategic Communications, Sponsorship, Business Development, Management, Business Strategy, Policy
Education
Boston College 1996 — 1999
Certification, Corportate Citizenship
Mercy College 1985 — 1989
BS, Marketing
Aramark February 2012 - Present
National Hispanic Corporate Council January 2010 - August 2013
UBS June 2011 - December 2011
Stepping Stones Museum 2008 - January 2010
PepsiCo, Inc. August 2005 - September 2008
PepsiCo, Inc. August 1991 - November 2005
Skills
Public Relations, Leadership Development, Strategic Partnerships, Employee Relations, Non-profits, Customer Relations, Team Building, Event Planning, Customer Service, Coaching, Corporate Communications, Marketing Communications, Microsoft Office, Product Development, Event Management, Promotions, Word, Organizational..., Mentoring, Talent Management, Community Development, Marketing, Social Networking, Community Relations..., Project Management, Nonprofits, Leadership, Strategic Communications, Sponsorship, Business Development, Management, Business Strategy, Policy
Education
Boston College 1996 — 1999
Certification, Corportate Citizenship
Mercy College 1985 — 1989
BS, Marketing
Parker Condie's UBS Experience July 2012 - August 2012
Job Analyst at Carl Marks Advisors
Industry Financial Services
Experience
Carl Marks Advisors May 2015 - Present
HSBC July 2013 - May 2015
UBS July 2012 - August 2012
Bank of America June 2011 - August 2011
European Parliament May 2011 - June 2011
Celebrate St. Louis May 2010 - July 2010
Bellerieve Country Club January 2006 - January 2009
Skills
Finance, Economics, Financial Analysis, Microsoft Excel, Portfolio Management, Research, Financial Modeling, Credit Analysis
Education
Boston College 2009 — 2013
B.A, Economics, Graduated
Università Commerciale Luigi Bocconi 2012 — 2012
Economics/ Finance, Junior Year
Mary Institute and St. Louis Country Day School 2006 — 2009
High School
Carl Marks Advisors May 2015 - Present
HSBC July 2013 - May 2015
UBS July 2012 - August 2012
Bank of America June 2011 - August 2011
European Parliament May 2011 - June 2011
Celebrate St. Louis May 2010 - July 2010
Bellerieve Country Club January 2006 - January 2009
Skills
Finance, Economics, Financial Analysis, Microsoft Excel, Portfolio Management, Research, Financial Modeling, Credit Analysis
Education
Boston College 2009 — 2013
B.A, Economics, Graduated
Università Commerciale Luigi Bocconi 2012 — 2012
Economics/ Finance, Junior Year
Mary Institute and St. Louis Country Day School 2006 — 2009
High School
Joseph Cunneff's UBS Experience January 1988 - November 2004
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James 2014 - Present
Raymond James November 2004 - Present
UBS January 1988 - November 2004
Skills
Commodity futures..., Investments, Insurance, Retirement Planning, Employee Benefits, Finance, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Series 63, Securities, Strategic Financial..., Portfolio Management, Asset Management, Equities, Financial Services, Alternative Investments, Financial Analysis, Risk Management, Retirement, Bonds, Options, Fixed Income, Financial Markets, Hedge Funds, Trading, FINRA, Financial Advisory
Education
Boston College 1977 — 1979
Economics, Philosophy
Seton Hall University 1975 — 1976
Red Bank Catholic 1971 — 1975
Raymond James 2014 - Present
Raymond James November 2004 - Present
UBS January 1988 - November 2004
Skills
Commodity futures..., Investments, Insurance, Retirement Planning, Employee Benefits, Finance, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Series 63, Securities, Strategic Financial..., Portfolio Management, Asset Management, Equities, Financial Services, Alternative Investments, Financial Analysis, Risk Management, Retirement, Bonds, Options, Fixed Income, Financial Markets, Hedge Funds, Trading, FINRA, Financial Advisory
Education
Boston College 1977 — 1979
Economics, Philosophy
Seton Hall University 1975 — 1976
Red Bank Catholic 1971 — 1975
Courtney Alpaugh's UBS Experience June 2012 - May 2013
Job Analyst at Citi
Industry Financial Services
Experience
Citi June 2013 - June 2015
Public Strategy Group, Inc. January 2013 - May 2013
Jack Wills Aubin & Wills September 2012 - May 2013
ESPN September 2012 - May 2013
UBS June 2012 - May 2013
Fenway Sports Group September 2011 - May 2013
US SQUASH June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Excel, Research, Social Media, Microsoft Word, Spanish, Public Speaking, Event Planning, Editing, Facebook, Photoshop, Public Relations, Social Networking, Social Media Marketing, Market Research, Microsoft Excel, Sales
Education
Boston College 2009 — 2013
BA, Economics, Sociology
Lancaster University 2012 — 2012
International Economics, Sociology
Kent Place School 2002 — 2009
High School
Citi June 2013 - June 2015
Public Strategy Group, Inc. January 2013 - May 2013
Jack Wills Aubin & Wills September 2012 - May 2013
ESPN September 2012 - May 2013
UBS June 2012 - May 2013
Fenway Sports Group September 2011 - May 2013
US SQUASH June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Excel, Research, Social Media, Microsoft Word, Spanish, Public Speaking, Event Planning, Editing, Facebook, Photoshop, Public Relations, Social Networking, Social Media Marketing, Market Research, Microsoft Excel, Sales
Education
Boston College 2009 — 2013
BA, Economics, Sociology
Lancaster University 2012 — 2012
International Economics, Sociology
Kent Place School 2002 — 2009
High School
Stephen Scott Keith's UBS Experience May 2015 - August 2015
Job Wealth Management Intern
Industry Financial Services
Experience
UBS May 2015 - August 2015
UMBC Mock trial 2012 - 2015
The Retriever Weekly January 2014 - September 2014
Spirit Music Group July 2013 - August 2013
Education
University of Maryland Baltimore County 2012 — 2016
Bachelor of Arts (B.A.), Economics, Communication and Media Studies
Boğaziçi University 2014 — 2014
Summer Study Abroad
The Lawrenceville School 2010 — 2012
UBS May 2015 - August 2015
UMBC Mock trial 2012 - 2015
The Retriever Weekly January 2014 - September 2014
Spirit Music Group July 2013 - August 2013
Education
University of Maryland Baltimore County 2012 — 2016
Bachelor of Arts (B.A.), Economics, Communication and Media Studies
Boğaziçi University 2014 — 2014
Summer Study Abroad
The Lawrenceville School 2010 — 2012
Thomas Canavan Thomas Canavan's UBS Experience December 2010 - August 2011
Job Personal and Commercial Insurance Solutions
Industry Insurance
Experience
Thomas Insurance Brokerage May 2015 - Present
Merrill Lynch May 2013 - October 2014
Merrill Lynch July 2012 - May 2013
UBS December 2010 - August 2011
Skills
Investments, Finance, Financial Analysis, Financial Modeling, Due Diligence, Portfolio Management, Corporate Finance, Valuation, Microsoft Excel, Strategic Financial..., Banking, Risk Management, Financial Reporting, Economics, Mergers, Analysis, Managerial Finance, Emerging Markets, Market Research, Business Analysis, Venture Capital, Private Equity, Trading, Data Analysis, Capital Markets, Entrepreneurship, Financial Services, Market Analysis, Asset Management, Equities, Forecasting
Education
Bloomsburg University of Pennsylvania 2007 — 2012
Bachelor's degree, Finance, General
Thomas Insurance Brokerage May 2015 - Present
Merrill Lynch May 2013 - October 2014
Merrill Lynch July 2012 - May 2013
UBS December 2010 - August 2011
Skills
Investments, Finance, Financial Analysis, Financial Modeling, Due Diligence, Portfolio Management, Corporate Finance, Valuation, Microsoft Excel, Strategic Financial..., Banking, Risk Management, Financial Reporting, Economics, Mergers, Analysis, Managerial Finance, Emerging Markets, Market Research, Business Analysis, Venture Capital, Private Equity, Trading, Data Analysis, Capital Markets, Entrepreneurship, Financial Services, Market Analysis, Asset Management, Equities, Forecasting
Education
Bloomsburg University of Pennsylvania 2007 — 2012
Bachelor's degree, Finance, General
Ria Baldoz's UBS Experience June 2015 - August 2015
Job Business Analyst Intern at UBS
Industry Financial Services
Experience
Boston College August 2015 - Present
UBS June 2015 - August 2015
Greenwich Water Club June 2015 - August 2015
Success Program November 2013 - June 2014
Junior Achievement Company Program September 2013 - December 2013
Special Olympics June 2013 - August 2013
LAR Pensions, LLC February 2013 - August 2013
Skills
Research, Business Strategy, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Marketing, Facebook, Analysis, Microsoft Office, Data Analysis
Education
Boston College 2014 — 2018
Business Administration and Management, General
Westhill High School 2010 — 2014
Harvard Summer School Program 2012 — 2012
Pre-Calculus and Computer Science with Java
Boston College August 2015 - Present
UBS June 2015 - August 2015
Greenwich Water Club June 2015 - August 2015
Success Program November 2013 - June 2014
Junior Achievement Company Program September 2013 - December 2013
Special Olympics June 2013 - August 2013
LAR Pensions, LLC February 2013 - August 2013
Skills
Research, Business Strategy, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Marketing, Facebook, Analysis, Microsoft Office, Data Analysis
Education
Boston College 2014 — 2018
Business Administration and Management, General
Westhill High School 2010 — 2014
Harvard Summer School Program 2012 — 2012
Pre-Calculus and Computer Science with Java
Fatima Wane Fatima Wane's UBS Experience February 2007 - Present
Job Operations Support Specialist
Industry Financial Services
Experience
UBS February 2007 - Present
Education
Dillard University 2001 — 2004
Bachelor of Applied Science (BASc), Computer Science
Borough of Manhattan Community College 1999 — 2001
Associate's degree, Liberal Arts and Sciences/Liberal Studies
UBS February 2007 - Present
Education
Dillard University 2001 — 2004
Bachelor of Applied Science (BASc), Computer Science
Borough of Manhattan Community College 1999 — 2001
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Cameron Reid's UBS Experience 2008 - 2008
Job Business Development
Industry Internet
Experience
AlixPartners 2011 - 2013
Revolution Partners 2010 - 2011
UBS 2008 - 2008
Skills
Equities, Human Resources, Finance, Investment Banking, Financial Modeling, Corporate Finance, Management, Private Equity, Sales, Due Diligence, Financial Analysis, Valuation, Mergers & Acquisitions, Recruiting, Capital Markets, Temporary Placement, Business Strategy, Start-ups, Venture Capital, Business Development, Investments, Networking
Education
Boston College - Wallace E. Carroll Graduate School of Management
Bachelors, Finance
Brother Rice High School
AlixPartners 2011 - 2013
Revolution Partners 2010 - 2011
UBS 2008 - 2008
Skills
Equities, Human Resources, Finance, Investment Banking, Financial Modeling, Corporate Finance, Management, Private Equity, Sales, Due Diligence, Financial Analysis, Valuation, Mergers & Acquisitions, Recruiting, Capital Markets, Temporary Placement, Business Strategy, Start-ups, Venture Capital, Business Development, Investments, Networking
Education
Boston College - Wallace E. Carroll Graduate School of Management
Bachelors, Finance
Brother Rice High School
John Amore John Amore's UBS Experience September 2015 - Present
Job Head, Wealth Management Transformation Solutions
Industry Banking
Experience
UBS September 2015 - Present
UBS October 2013 - August 2015
UBS Wealth Management April 2012 - September 2013
UBS Wealth Management July 2008 - April 2012
UBS Wealth Management June 2005 - June 2008
Citi May 2004 - August 2004
The Overseas Private Investment Corporation (OPIC) 2003 - 2003
Accenture 1997 - 2002
Skills
Wealth Management, Private Banking, Financial Markets, Investments, Capital Markets, Structured Products, Derivatives, Hedge Funds, Bloomberg, Asset Management, Series 7, Banking, Investment Advisory, Corporate Finance, Mutual Funds, Emerging Markets, Financial Modeling, Securities, Financial Analysis, Trading, Asset Allocation, Alternative Investments
Education
Columbia University in the City of New York 2013 — 2016
Certificate in Conservation & Environmental Sustainability at the Earth Institute
Columbia University - Columbia Business School 2002 — 2005
Masters of Business Administration (MBA), Finance
Columbia University - School of International and Public Affairs 2002 — 2005
Masters of International Affairs, International Economic Policy
Boston College 1993 — 1997
BS, Economics
上智大学 1996 — 1996
Semester abroad
UBS September 2015 - Present
UBS October 2013 - August 2015
UBS Wealth Management April 2012 - September 2013
UBS Wealth Management July 2008 - April 2012
UBS Wealth Management June 2005 - June 2008
Citi May 2004 - August 2004
The Overseas Private Investment Corporation (OPIC) 2003 - 2003
Accenture 1997 - 2002
Skills
Wealth Management, Private Banking, Financial Markets, Investments, Capital Markets, Structured Products, Derivatives, Hedge Funds, Bloomberg, Asset Management, Series 7, Banking, Investment Advisory, Corporate Finance, Mutual Funds, Emerging Markets, Financial Modeling, Securities, Financial Analysis, Trading, Asset Allocation, Alternative Investments
Education
Columbia University in the City of New York 2013 — 2016
Certificate in Conservation & Environmental Sustainability at the Earth Institute
Columbia University - Columbia Business School 2002 — 2005
Masters of Business Administration (MBA), Finance
Columbia University - School of International and Public Affairs 2002 — 2005
Masters of International Affairs, International Economic Policy
Boston College 1993 — 1997
BS, Economics
上智大学 1996 — 1996
Semester abroad
Jacinto Cruz's UBS Experience 2000 - 2005
Job Director, Choreographer and Writer at The Cruz Heritage
Industry Financial Services
Experience
The Cruz Heritage April 1955 - Present
UBS 2000 - 2005
Lehman Brothers February 1999 - January 2000
Skills
Editing, Photography, Choreography, Directing, Writing, Fashion Design, Photoshop, Corel Draw, Mac, Contemporary Dance, Jazz Dance, Philippine Ethnic Dances, Improvisation, Ballroom Dance, Classical Ballet, Piano Playing, Guitar Playing, Classical Music, Avid Media Composer, Entertainment
Education
Arthur Murray Dance Studio 2010 — 2011
Dance Instructor, Ballroom Dance - Partnering
Dance Manhattan 2009 — 2010
Apprenticeship, Managing Dance Studio, updating website, facilitating Party nights
Borough of Manhattan Community College 1998 — 2000
Corporate and Cable Communications, Communication and Media Studies
The Cruz Heritage April 1955 - Present
UBS 2000 - 2005
Lehman Brothers February 1999 - January 2000
Skills
Editing, Photography, Choreography, Directing, Writing, Fashion Design, Photoshop, Corel Draw, Mac, Contemporary Dance, Jazz Dance, Philippine Ethnic Dances, Improvisation, Ballroom Dance, Classical Ballet, Piano Playing, Guitar Playing, Classical Music, Avid Media Composer, Entertainment
Education
Arthur Murray Dance Studio 2010 — 2011
Dance Instructor, Ballroom Dance - Partnering
Dance Manhattan 2009 — 2010
Apprenticeship, Managing Dance Studio, updating website, facilitating Party nights
Borough of Manhattan Community College 1998 — 2000
Corporate and Cable Communications, Communication and Media Studies
John Romas John Romas's UBS Experience June 2005 - August 2009
Job Software Engineer at Trunk Club
Industry Apparel & Fashion
Experience
Trunk Club June 2015 - Present
Procore Technologies November 2014 - May 2015
Compuware June 2014 - September 2014
Sachse Construction March 2013 - June 2014
Sachse Construction November 2010 - February 2013
UBS June 2005 - August 2009
Skills
Business Analysis, Microsoft Office, Systems Analysis, System Administration, SDLC, CAPM, VMware, Agile Project Management, Requirements Gathering, Custom Software..., End User Training, Information Assurance, Data Analytics, Ruby on Rails, jQuery, AJAX, Web Development, MS Project, Project Management, Management, SharePoint, Customer Service, Budgets, Linux
Education
Bloc 2014 — 2014
Full Stack Web Development
Walsh College of Accountancy and Business Administration 2009 — 2011
Master of Science, Information Systems
Michigan State University 2005 — 2009
Bachelors, Economics
Trunk Club June 2015 - Present
Procore Technologies November 2014 - May 2015
Compuware June 2014 - September 2014
Sachse Construction March 2013 - June 2014
Sachse Construction November 2010 - February 2013
UBS June 2005 - August 2009
Skills
Business Analysis, Microsoft Office, Systems Analysis, System Administration, SDLC, CAPM, VMware, Agile Project Management, Requirements Gathering, Custom Software..., End User Training, Information Assurance, Data Analytics, Ruby on Rails, jQuery, AJAX, Web Development, MS Project, Project Management, Management, SharePoint, Customer Service, Budgets, Linux
Education
Bloc 2014 — 2014
Full Stack Web Development
Walsh College of Accountancy and Business Administration 2009 — 2011
Master of Science, Information Systems
Michigan State University 2005 — 2009
Bachelors, Economics
Colin Walker's UBS Experience June 2012 - August 2012
Job Co Founder & CEO at Yudea
Industry Financial Services
Experience
Yudea April 2015 - Present
Citi June 2013 - May 2015
St. Bonaventure University September 2012 - May 2013
The St. Bonaventure University Micro-finance Fund June 2011 - May 2013
UBS June 2012 - August 2012
St.Bonaventure University Students in Money Management September 2011 - May 2012
The York Harbor Reading Room May 2011 - August 2011
Polo Ralph Lauren March 2008 - August 2011
The Works Health and Fitness Center May 2009 - August 2010
Education
Saint Bonaventure University 2012 — 2013
Master of Business Administration (MBA), Finance, General
Bond University 2011 — 2012
Bachelor of Business Administration (BBA)
Saint Bonaventure University 2008 — 2012
Business Finance, Finance, Economics
Yudea April 2015 - Present
Citi June 2013 - May 2015
St. Bonaventure University September 2012 - May 2013
The St. Bonaventure University Micro-finance Fund June 2011 - May 2013
UBS June 2012 - August 2012
St.Bonaventure University Students in Money Management September 2011 - May 2012
The York Harbor Reading Room May 2011 - August 2011
Polo Ralph Lauren March 2008 - August 2011
The Works Health and Fitness Center May 2009 - August 2010
Education
Saint Bonaventure University 2012 — 2013
Master of Business Administration (MBA), Finance, General
Bond University 2011 — 2012
Bachelor of Business Administration (BBA)
Saint Bonaventure University 2008 — 2012
Business Finance, Finance, Economics
Corey Barnes CFP® Corey Barnes CFP®'s UBS Experience August 2013 - June 2015
Job Vice President, Branch Manager Charlotte, NC
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
UBS August 2013 - June 2015
Merrill Edge November 2011 - July 2013
Merrill Edge May 2011 - November 2011
Merrill Edge March 2007 - May 2011
Merrill Edge July 2001 - March 2007
Education
Jacksonville University 2007 — 2009
Master of Business Administration (MBA)
Bluffton University 1994 — 1998
Bachelor of Arts (B.A.)
Charles Schwab June 2015 - Present
UBS August 2013 - June 2015
Merrill Edge November 2011 - July 2013
Merrill Edge May 2011 - November 2011
Merrill Edge March 2007 - May 2011
Merrill Edge July 2001 - March 2007
Education
Jacksonville University 2007 — 2009
Master of Business Administration (MBA)
Bluffton University 1994 — 1998
Bachelor of Arts (B.A.)
Jeffrey Mazpule Jeffrey Mazpule's UBS Experience August 2015 - Present
Job Fraud Prevention Analyst at E*TRADE Financial
Industry Consumer Services
Experience
UBS August 2015 - Present
E*TRADE Financial January 2014 - August 2015
E*TRADE Financial August 2012 - December 2013
E*TRADE Financial June 2011 - August 2012
Skills
Access, Social Media, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Bloomsburg University of Pennsylvania 2007 — 2010
Bachelor of Science, Business Administration Management
UBS August 2015 - Present
E*TRADE Financial January 2014 - August 2015
E*TRADE Financial August 2012 - December 2013
E*TRADE Financial June 2011 - August 2012
Skills
Access, Social Media, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Bloomsburg University of Pennsylvania 2007 — 2010
Bachelor of Science, Business Administration Management
Keisha Jones's UBS Experience January 2015 - Present
Job Receptionist at UBS
Industry Real Estate
Experience
UBS January 2015 - Present
New Home Hunters Realty February 2015 - August 2015
Collin County Assn Of Realtors August 2014 - December 2014
Macy's 2013 - 2014
Education
Champions School of Real Estate 2014 — 2014
Residential Real Estate
Blinn College
Business Management
Tarleton State University
Agriculture Science
UBS January 2015 - Present
New Home Hunters Realty February 2015 - August 2015
Collin County Assn Of Realtors August 2014 - December 2014
Macy's 2013 - 2014
Education
Champions School of Real Estate 2014 — 2014
Residential Real Estate
Blinn College
Business Management
Tarleton State University
Agriculture Science
Taylor Moyer Taylor Moyer's UBS Experience June 2011 - August 2011
Job Item Coordinator at Microsoft
Industry Consumer Services
Experience
Microsoft October 2014 - Present
Seattle Seahawks May 2014 - Present
Total Benefit Solutions - international health coverage and group benefit plans April 2013 - April 2014
UBS June 2011 - August 2011
Skills
Customer Service, Microsoft Office, Sales, Marketing, Microsoft Word, Sales Management, PowerPoint, Marketing Strategy, Social Media, Administrative..., Health Insurance
Education
Boise State University 2008 — 2012
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Microsoft October 2014 - Present
Seattle Seahawks May 2014 - Present
Total Benefit Solutions - international health coverage and group benefit plans April 2013 - April 2014
UBS June 2011 - August 2011
Skills
Customer Service, Microsoft Office, Sales, Marketing, Microsoft Word, Sales Management, PowerPoint, Marketing Strategy, Social Media, Administrative..., Health Insurance
Education
Boise State University 2008 — 2012
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Victoria Buckley's UBS Experience August 2009 - August 2010
Job Communications
Industry
Experience
JetBlue Airways March 2014 - Present
JetBlue Airways August 2011 - March 2014
Dashing Diva November 2010 - August 2011
UBS August 2009 - August 2010
Weight Watchers Magazine August 2008 - August 2009
Cosmopolitan Magazine April 2007 - April 2008
Cosmopolitan Magazine April 2005 - April 2007
Education
Boston College 2000 — 2004
Bachelor's degree, Communication, Journalism, and Related Programs, 3.5
JetBlue Airways March 2014 - Present
JetBlue Airways August 2011 - March 2014
Dashing Diva November 2010 - August 2011
UBS August 2009 - August 2010
Weight Watchers Magazine August 2008 - August 2009
Cosmopolitan Magazine April 2007 - April 2008
Cosmopolitan Magazine April 2005 - April 2007
Education
Boston College 2000 — 2004
Bachelor's degree, Communication, Journalism, and Related Programs, 3.5
Daniel Keating, CFA's UBS Experience April 2009 - Present
Job Financial Advisor, Portfolio Manager
Industry Financial Services
Experience
UBS April 2009 - Present
Education
Boston College
Westminster School
UBS April 2009 - Present
Education
Boston College
Westminster School
Andrew Noone, CFA's UBS Experience July 2010 - Present
Job First Vice President Wealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS July 2010 - Present
The Ayco Company, L.P., a Goldman Sachs Company February 2004 - July 2010
Education
Boston College 1999 — 2003
Bachelor of Arts (BA), Economics
UBS July 2010 - Present
The Ayco Company, L.P., a Goldman Sachs Company February 2004 - July 2010
Education
Boston College 1999 — 2003
Bachelor of Arts (BA), Economics
Ginger Kirk Ginger Kirk's UBS Experience April 2009 - December 2012
Job Sr Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2013 - Present
UBS April 2009 - December 2012
Merrill Lynch February 1991 - April 2009
Skills
Strategy, Wealth, Wealth Management, Portfolio Management, Equities, Fixed Income, Asset Management, Investments, Mutual Funds, Financial Planning
Education
Gonzaga University 2002 — 2005
Master of Arts (M.A.), Organizational Leadership
Boise State University 1985 — 1990
Bachelor of Arts (B.A.), Fine/Studio Arts, General
UBS Financial Services, Inc. January 2013 - Present
UBS April 2009 - December 2012
Merrill Lynch February 1991 - April 2009
Skills
Strategy, Wealth, Wealth Management, Portfolio Management, Equities, Fixed Income, Asset Management, Investments, Mutual Funds, Financial Planning
Education
Gonzaga University 2002 — 2005
Master of Arts (M.A.), Organizational Leadership
Boise State University 1985 — 1990
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Peter Chudy Peter Chudy's UBS Experience November 2001 - May 2014
Job Chief Risk & Operating Officer
Industry Financial Services
Experience
UBS November 2001 - May 2014
Nomura Securities March 1995 - November 2001
Kidder Peabody June 1992 - March 1995
Chase Manhattan Bank March 1990 - June 1992
Bank of New England June 1987 - March 1990
Skills
Capital Markets, Investment Banking, Fixed Income, Derivatives, Hedge Funds, Valuation, Structured Products, Financial Modeling, Asset Management
Education
Boston College 1988 — 1990
Master of Science (M.S.), Finance, General
University of New Hampshire 1983 — 1987
Bachelor's Degree, Business Administration and Management, General, Magna cum Laude
UBS November 2001 - May 2014
Nomura Securities March 1995 - November 2001
Kidder Peabody June 1992 - March 1995
Chase Manhattan Bank March 1990 - June 1992
Bank of New England June 1987 - March 1990
Skills
Capital Markets, Investment Banking, Fixed Income, Derivatives, Hedge Funds, Valuation, Structured Products, Financial Modeling, Asset Management
Education
Boston College 1988 — 1990
Master of Science (M.S.), Finance, General
University of New Hampshire 1983 — 1987
Bachelor's Degree, Business Administration and Management, General, Magna cum Laude
Steve Prois's UBS Experience September 2000 - July 2008
Job Transfer Agency Supervisor
Industry Investment Banking
Experience
Brown Brothers Harriman April 2015 - Present
NRS December 2013 - April 2015
Sallie Mae November 2011 - November 2013
UBS September 2000 - July 2008
Eaton Vance 1999 - 2000
Mellon bank 1998 - 1999
Skills
Finance, Securities, Strategic Planning, Fixed Income, Mutual Funds, Trading, Negotiation, CRM, Equities, Process Improvement, New Business Development, Leadership, Risk Management, Bloomberg, Securities Lending, Hedge Funds, Portfolio Management, Derivatives, Financial Services, Financial Modeling, Capital Markets, Asset Management, Investment Banking
Education
Boston College 1993 — 1997
BA, Political Science
somerville high 1990 — 1993
Brown Brothers Harriman April 2015 - Present
NRS December 2013 - April 2015
Sallie Mae November 2011 - November 2013
UBS September 2000 - July 2008
Eaton Vance 1999 - 2000
Mellon bank 1998 - 1999
Skills
Finance, Securities, Strategic Planning, Fixed Income, Mutual Funds, Trading, Negotiation, CRM, Equities, Process Improvement, New Business Development, Leadership, Risk Management, Bloomberg, Securities Lending, Hedge Funds, Portfolio Management, Derivatives, Financial Services, Financial Modeling, Capital Markets, Asset Management, Investment Banking
Education
Boston College 1993 — 1997
BA, Political Science
somerville high 1990 — 1993
Paul Geraci Paul Geraci's UBS Experience October 2007 - November 2007
Job Senior Business Analyst/ Regulatory Technical Specialist
Industry Information Technology and Services
Experience
Nordea November 2011 - Present
Norges Bank Investment Management January 2008 - May 2011
UBS October 2007 - November 2007
JP Morgan Chase September 2006 - August 2007
Intesa Sanpaolo December 1998 - September 2006
Skills
ITIL, SQL Server 2000-2008, Incident Management, Change Management, Business Analysis, Business Intelligence, Financial Reporting, Regulatory Reporting, Business Objects, SDLC, MIS Reporting, Software Project..., IT Service Management, MIS, Microsoft SQL Server, Project Management, Management, Data Center, Requirements Analysis, Process Improvement, Analysis, Databases, SQL, Security, Project Portfolio..., IT Strategy, IT Management, Testing, Project Planning, Banking, IT Operations, Requirements Gathering, Vendor Management, Business Process..., Disaster Recovery, ETL, VBA
Education
Borough of Manhattan Community College 2001 — 2004
Computer Programming
Nordea November 2011 - Present
Norges Bank Investment Management January 2008 - May 2011
UBS October 2007 - November 2007
JP Morgan Chase September 2006 - August 2007
Intesa Sanpaolo December 1998 - September 2006
Skills
ITIL, SQL Server 2000-2008, Incident Management, Change Management, Business Analysis, Business Intelligence, Financial Reporting, Regulatory Reporting, Business Objects, SDLC, MIS Reporting, Software Project..., IT Service Management, MIS, Microsoft SQL Server, Project Management, Management, Data Center, Requirements Analysis, Process Improvement, Analysis, Databases, SQL, Security, Project Portfolio..., IT Strategy, IT Management, Testing, Project Planning, Banking, IT Operations, Requirements Gathering, Vendor Management, Business Process..., Disaster Recovery, ETL, VBA
Education
Borough of Manhattan Community College 2001 — 2004
Computer Programming
Frank M. Massotto's UBS Experience 1980 - Present
Job Account Vice President of Advisory & Brokerage Services at UBS
Industry Financial Services
Experience
UBS 1980 - Present
Education
Bloomfield College 1967 — 1971
BA, Biology/Economics
Louisiana State University
Banking
UBS 1980 - Present
Education
Bloomfield College 1967 — 1971
BA, Biology/Economics
Louisiana State University
Banking
Joe Clementi Joe Clementi's UBS Experience March 1986 - June 2008
Job
Industry Information Technology and Services
Experience
ALLinONE PCServices, LLC June 2008 - Present
UBS March 1986 - June 2008
Skills
Website Development, Disaster Recovery, Dreamweaver, SDLC, JavaScript, VMware, IT Management, Unix, IT Operations, Databases, XML, Data Center, Mainframe, Vendor Management, DB2, Business Analysis, Visio, Incident Management, Software Development, Business Continuity, Computer Operations, CSS3, Constant Contact, Virtual PC, Home Networking, HTML5, Windows Operating..., Vertical Response, Search Engine..., Windows 8 and Windows..., TSO, REXX, ISPF, VSAM,..., Wordpress, Joomla,..., IT Strategy, Windows Server, SharePoint, Enterprise Architecture, SEO, Windows 7, COBOL, CICS, CSS, HTML 5
Education
Bloomfield College 2008 — 2009
Adult Continuing Education, Adobe Creative Products for Web Design, Certificate
Hudson Catholic High School 1900 — 1900
Business
St. Peter's College 1900 — 1900
Data Processing
ALLinONE PCServices, LLC June 2008 - Present
UBS March 1986 - June 2008
Skills
Website Development, Disaster Recovery, Dreamweaver, SDLC, JavaScript, VMware, IT Management, Unix, IT Operations, Databases, XML, Data Center, Mainframe, Vendor Management, DB2, Business Analysis, Visio, Incident Management, Software Development, Business Continuity, Computer Operations, CSS3, Constant Contact, Virtual PC, Home Networking, HTML5, Windows Operating..., Vertical Response, Search Engine..., Windows 8 and Windows..., TSO, REXX, ISPF, VSAM,..., Wordpress, Joomla,..., IT Strategy, Windows Server, SharePoint, Enterprise Architecture, SEO, Windows 7, COBOL, CICS, CSS, HTML 5
Education
Bloomfield College 2008 — 2009
Adult Continuing Education, Adobe Creative Products for Web Design, Certificate
Hudson Catholic High School 1900 — 1900
Business
St. Peter's College 1900 — 1900
Data Processing
Steve Hepburn's UBS Experience January 2008 - March 2008
Job Senior Financial Analyst at 20th Century Fox Film
Industry Entertainment
Experience
20th Century Fox Film June 2014 - Present
Warner Bros. Studios April 2014 - May 2014
Bain Capital April 2012 - February 2014
Bain Capital June 2011 - April 2012
Bain Capital June 2009 - May 2011
State Street June 2008 - August 2008
UBS January 2008 - March 2008
Skills
Valuation, Due Diligence, Financial Modeling, Corporate Finance, Corporate Development, Finance, Equities, Investments, Bloomberg, Hedge Funds, Financial Analysis
Education
Boston College - Carroll School of Management 2005 — 2009
BS, Finance, Accounting
Boston College
20th Century Fox Film June 2014 - Present
Warner Bros. Studios April 2014 - May 2014
Bain Capital April 2012 - February 2014
Bain Capital June 2011 - April 2012
Bain Capital June 2009 - May 2011
State Street June 2008 - August 2008
UBS January 2008 - March 2008
Skills
Valuation, Due Diligence, Financial Modeling, Corporate Finance, Corporate Development, Finance, Equities, Investments, Bloomberg, Hedge Funds, Financial Analysis
Education
Boston College - Carroll School of Management 2005 — 2009
BS, Finance, Accounting
Boston College
Courtney Condaxis's UBS Experience September 2007 - August 2009
Job Executive Assistant at Kelso & Co
Industry Financial Services
Experience
Kelso & Company June 2015 - Present
BNP Paribas May 2013 - February 2015
BNP Paribas December 2011 - May 2013
Royal Bank of Scotland December 2009 - October 2011
UBS September 2007 - August 2009
Education
Boston College 2003 — 2007
International Studies Major; French Language Studies Minor, International/Global Studies
Kelso & Company June 2015 - Present
BNP Paribas May 2013 - February 2015
BNP Paribas December 2011 - May 2013
Royal Bank of Scotland December 2009 - October 2011
UBS September 2007 - August 2009
Education
Boston College 2003 — 2007
International Studies Major; French Language Studies Minor, International/Global Studies
Sheetel Raut's UBS Experience 2011 - November 2012
Job Senior Developer at Interactive Brokers
Industry Investment Banking
Experience
Interactive Brokers November 2012 - Present
UBS 2011 - November 2012
UBS May 2007 - 2011
UBS January 2003 - 2007
UBS August 1998 - January 2003
GE Corporate March 1998 - August 1998
Credit Suisse November 1997 - February 1998
Tata Consultancy Services 1994 - 1997
Skills
Trading Systems, Fixed Income, Investment Banking, Management, Derivatives, SDLC, Electronic Trading, SQL, Capital Markets, Software Project...
Education
University of Connecticut 2002 — 2005
MBA, Finance
BITS, Pilani, India 1990 — 1994
B.E., Computer Science
Ravenshaw College
St. Josephs Girls High School
Interactive Brokers November 2012 - Present
UBS 2011 - November 2012
UBS May 2007 - 2011
UBS January 2003 - 2007
UBS August 1998 - January 2003
GE Corporate March 1998 - August 1998
Credit Suisse November 1997 - February 1998
Tata Consultancy Services 1994 - 1997
Skills
Trading Systems, Fixed Income, Investment Banking, Management, Derivatives, SDLC, Electronic Trading, SQL, Capital Markets, Software Project...
Education
University of Connecticut 2002 — 2005
MBA, Finance
BITS, Pilani, India 1990 — 1994
B.E., Computer Science
Ravenshaw College
St. Josephs Girls High School
James Kavetas's UBS Experience August 1998 - February 2006
Job Managing Director, Marketing and IR at Voleon Capital Management
Industry Investment Management
Experience
Voleon Capital Management June 2013 - Present
TradeLink Capital LLC May 2011 - May 2013
Tradeworx, Inc. August 2009 - April 2011
Tykhe Capital February 2006 - July 2009
UBS August 1998 - February 2006
Skills
Fund Of Funds, Hedge Funds, Asset Managment, Alternative Investments, Equities
Education
Boston College
Voleon Capital Management June 2013 - Present
TradeLink Capital LLC May 2011 - May 2013
Tradeworx, Inc. August 2009 - April 2011
Tykhe Capital February 2006 - July 2009
UBS August 1998 - February 2006
Skills
Fund Of Funds, Hedge Funds, Asset Managment, Alternative Investments, Equities
Education
Boston College
James Schiro's UBS Experience June 2007 - December 2009
Job Associate at Moelis & Company
Industry Financial Services
Experience
Moelis & Company July 2014 - Present
Inpoint an Aon company January 2010 - May 2012
UBS June 2007 - December 2009
Dillon Read Capital Management June 2006 - June 2007
GAMCO Investors August 2005 - June 2006
GAMCO 2005 - 2006
Allen & Co. 2004 - 2004
Wall Street Access 2001 - 2004
Skills
Business Strategy, Insurance, Strategic Planning, Customer Relations, Excel, Analysis, PowerPoint, Microsoft Office, New Business Development, Word, Management Consulting, Data Analysis, Competitive Analysis, Mergers, Outlook, Team Leadership, Banking, Business Analysis, Financial Analysis, Microsoft Excel, Risk Management, Marketing, Mergers & Acquisitions
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College 2001 — 2005
Bachelor of Arts, English
The Hun School of Princeton 1997 — 2001
Moelis & Company July 2014 - Present
Inpoint an Aon company January 2010 - May 2012
UBS June 2007 - December 2009
Dillon Read Capital Management June 2006 - June 2007
GAMCO Investors August 2005 - June 2006
GAMCO 2005 - 2006
Allen & Co. 2004 - 2004
Wall Street Access 2001 - 2004
Skills
Business Strategy, Insurance, Strategic Planning, Customer Relations, Excel, Analysis, PowerPoint, Microsoft Office, New Business Development, Word, Management Consulting, Data Analysis, Competitive Analysis, Mergers, Outlook, Team Leadership, Banking, Business Analysis, Financial Analysis, Microsoft Excel, Risk Management, Marketing, Mergers & Acquisitions
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College 2001 — 2005
Bachelor of Arts, English
The Hun School of Princeton 1997 — 2001
Kristin Kusmierz's UBS Experience July 2001 - July 2004
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank January 2011 - Present
UBS Investment Bank June 2009 - Present
UBS Investment Bank January 2008 - December 2010
UBS Investment Bank July 2004 - December 2007
UBS July 2001 - July 2004
Skills
Investment Banking, Capital Markets, Valuation, CDS, Financial Modeling
Education
Boston College 1997 — 2001
BA, Neuroscience/Psychology
UBS Investment Bank January 2011 - Present
UBS Investment Bank June 2009 - Present
UBS Investment Bank January 2008 - December 2010
UBS Investment Bank July 2004 - December 2007
UBS July 2001 - July 2004
Skills
Investment Banking, Capital Markets, Valuation, CDS, Financial Modeling
Education
Boston College 1997 — 2001
BA, Neuroscience/Psychology
Keith Davey's UBS Experience May 2005 - May 2007
Job Business Development at Alkeon Capital Management
Industry Investment Management
Experience
Alkeon Capital Management May 2007 - Present
UBS May 2005 - May 2007
UBS January 2001 - April 2005
Skills
Equities, Asset Managment, Asset Management, Series 7, Alternative Investments, Hedge Funds, Investments, Wealth Management, Capital Markets, Portfolio Management, Asset Allocation, Private Equity, Fixed Income, Securities
Education
Boston College 1993 — 1995
B.S, Political Science
Alkeon Capital Management May 2007 - Present
UBS May 2005 - May 2007
UBS January 2001 - April 2005
Skills
Equities, Asset Managment, Asset Management, Series 7, Alternative Investments, Hedge Funds, Investments, Wealth Management, Capital Markets, Portfolio Management, Asset Allocation, Private Equity, Fixed Income, Securities
Education
Boston College 1993 — 1995
B.S, Political Science
Beth Pollock, CFP®'s UBS Experience August 2005 - Present
Job Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS August 2005 - Present
Education
Boston College 1996 — 2000
UBS August 2005 - Present
Education
Boston College 1996 — 2000
Stephen Schroeder, CFA's UBS Experience June 2007 - August 2007
Job Vice President, Loan Portfolio Management at Citi
Industry Banking
Experience
Citi January 2013 - Present
Citi January 2012 - December 2012
Citi April 2010 - December 2011
Citi July 2008 - March 2010
UBS June 2007 - August 2007
Skills
Credit Risk, Portfolio Management, Loans, Fixed Income, Risk Management, Credit Derivatives, Capital Markets, Bloomberg, Investment Banking, Analysis
Education
Boston College 2004 — 2008
BA, Economics, History
Univerzita Karlova v Praze
Upper Dublin High School 2000 — 2004
Citi January 2013 - Present
Citi January 2012 - December 2012
Citi April 2010 - December 2011
Citi July 2008 - March 2010
UBS June 2007 - August 2007
Skills
Credit Risk, Portfolio Management, Loans, Fixed Income, Risk Management, Credit Derivatives, Capital Markets, Bloomberg, Investment Banking, Analysis
Education
Boston College 2004 — 2008
BA, Economics, History
Univerzita Karlova v Praze
Upper Dublin High School 2000 — 2004
Teresa McBride's UBS Experience December 2006 - May 2011
Job Operations and Finance Assistant at Black Hills Federal Credit Union
Industry Financial Services
Experience
Black Hills Federal Credit Union May 2013 - Present
Morgan Stanley Wealth Management May 2011 - October 2012
UBS December 2006 - May 2011
RBC Wealth Management May 1990 - December 2006
Skills
Series 7, Series 63, Series 65, Critical Thinking, Organization, Problem Solving, Customer Service, Close Attention to..., Big-picture Thinking, Microsoft Excel, Microsoft Word, PowerPoint, Contact Management, Delegation, Follow Through, Work Well Independently, Team Leadership, Online Research
Education
National American University 1989 — 1990
Diploma, Administrative Assistant and Secretarial Science, General
Black Hills State University 1988 — 1989
Black Hills Federal Credit Union May 2013 - Present
Morgan Stanley Wealth Management May 2011 - October 2012
UBS December 2006 - May 2011
RBC Wealth Management May 1990 - December 2006
Skills
Series 7, Series 63, Series 65, Critical Thinking, Organization, Problem Solving, Customer Service, Close Attention to..., Big-picture Thinking, Microsoft Excel, Microsoft Word, PowerPoint, Contact Management, Delegation, Follow Through, Work Well Independently, Team Leadership, Online Research
Education
National American University 1989 — 1990
Diploma, Administrative Assistant and Secretarial Science, General
Black Hills State University 1988 — 1989
Jennifer Connors's UBS Experience 2000 - 2002
Job Bloomberg Portfolio and Risk
Industry Investment Management
Experience
Bloomberg February 2009 - Present
Deutsche Asset Management October 2004 - January 2009
International Securities Exchange 2003 - 2004
Deutsche Asset Management 2002 - 2002
UBS 2000 - 2002
Deutsche Bank 1999 - 2000
Fidelity Investments 1994 - 1997
Skills
Capital Markets, Equities, Asset Managment
Education
Georgetown University - The McDonough School of Business 1997 — 1999
University of Oxford 1998 — 1998
Boston College 1990 — 1994
Niskayuna High School
Bloomberg February 2009 - Present
Deutsche Asset Management October 2004 - January 2009
International Securities Exchange 2003 - 2004
Deutsche Asset Management 2002 - 2002
UBS 2000 - 2002
Deutsche Bank 1999 - 2000
Fidelity Investments 1994 - 1997
Skills
Capital Markets, Equities, Asset Managment
Education
Georgetown University - The McDonough School of Business 1997 — 1999
University of Oxford 1998 — 1998
Boston College 1990 — 1994
Niskayuna High School
Kyle Concannon, CFA's UBS Experience July 2011 - December 2012
Job Global Macro Product Specialist at William Blair & Company
Industry Financial Services
Experience
William Blair & Company July 2015 - Present
UBS Global Asset Management April 2014 - July 2015
UBS Global Asset Management December 2012 - April 2014
UBS July 2011 - December 2012
UBS Wealth Management April 2009 - July 2011
UBS Investment Bank July 2007 - April 2009
Skills
Financial Modeling, Financial Reporting, Bloomberg, Corporate Finance, Finance, Forecasting, Fixed Income, Business Analysis, Hedge Funds
Education
Boston College 2003 — 2007
BS, Finance / Information Systems
Boston College
William Blair & Company July 2015 - Present
UBS Global Asset Management April 2014 - July 2015
UBS Global Asset Management December 2012 - April 2014
UBS July 2011 - December 2012
UBS Wealth Management April 2009 - July 2011
UBS Investment Bank July 2007 - April 2009
Skills
Financial Modeling, Financial Reporting, Bloomberg, Corporate Finance, Finance, Forecasting, Fixed Income, Business Analysis, Hedge Funds
Education
Boston College 2003 — 2007
BS, Finance / Information Systems
Boston College
Dana M. Isaacs's UBS Experience April 2006 - July 2008
Job Head of IT PMO at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates December 2011 - Present
XL Global Services October 2010 - December 2011
Self Employed April 2009 - October 2010
UBS April 2006 - July 2008
UBS April 2004 - March 2006
UBS Investment Bank September 2001 - March 2004
Gartner October 2000 - September 2001
Perot Systems May 1998 - October 2000
Education
Boston College
Bachelor of Science, Management, MIS / Marketing
Bridgewater Associates December 2011 - Present
XL Global Services October 2010 - December 2011
Self Employed April 2009 - October 2010
UBS April 2006 - July 2008
UBS April 2004 - March 2006
UBS Investment Bank September 2001 - March 2004
Gartner October 2000 - September 2001
Perot Systems May 1998 - October 2000
Education
Boston College
Bachelor of Science, Management, MIS / Marketing
Ravi Agnihotri's UBS Experience 2002 - 2004
Job Sr. Technical Advisor at Bracco Diagnostics
Industry Pharmaceuticals
Experience
Bracco Diagnostics 2009 - Present
Bracco Diagnostics May 2006 - November 2009
Odyssey Re Hudson Insurance 2005 - 2006
Pfizer Pharmaceuticals 2004 - 2005
UBS 2002 - 2004
Ogilvy & Mather 2002 - 2003
data-core systems 1998 - 2002
Prudential Real Estate & Relocation Services 1998 - 2002
Network Ltd 1990 - 1995
Skills
Business Intelligence, Data Warehousing, Business Objects, Requirements Analysis, Business Analysis, Oracle, Analytics, Dashboard, Software Project..., Enterprise Architecture
Education
Birla Institute of Technology and Science, Pilani 1984 — 1990
BE, EEE
Bracco Diagnostics 2009 - Present
Bracco Diagnostics May 2006 - November 2009
Odyssey Re Hudson Insurance 2005 - 2006
Pfizer Pharmaceuticals 2004 - 2005
UBS 2002 - 2004
Ogilvy & Mather 2002 - 2003
data-core systems 1998 - 2002
Prudential Real Estate & Relocation Services 1998 - 2002
Network Ltd 1990 - 1995
Skills
Business Intelligence, Data Warehousing, Business Objects, Requirements Analysis, Business Analysis, Oracle, Analytics, Dashboard, Software Project..., Enterprise Architecture
Education
Birla Institute of Technology and Science, Pilani 1984 — 1990
BE, EEE
Kyle Norton's UBS Experience May 2006 - June 2006
Job Senior Vice President Institutional Equity Sales at Wunderlich Securities
Industry Investment Banking
Experience
Wunderlich Securities August 2009 - Present
Kaufman Bros. March 2008 - November 2009
Northwestern Mutual 2008 - 2008
Kenneth L Norton Builder, inc May 1999 - November 2007
UBS May 2006 - June 2006
Education
Boston College 2003 — 2007
Finance, Concentration in English
Wunderlich Securities August 2009 - Present
Kaufman Bros. March 2008 - November 2009
Northwestern Mutual 2008 - 2008
Kenneth L Norton Builder, inc May 1999 - November 2007
UBS May 2006 - June 2006
Education
Boston College 2003 — 2007
Finance, Concentration in English
Leah Elliott's UBS Experience 2002 - 2003
Job PMO Analyst at Shell Trading
Industry Oil & Energy
Experience
Shell Trading December 2011 - Present
TAC Worldwide (for BP) February 2006 - December 2011
BP January 2006 - December 2011
TAC Worldwide Companies 2005 - December 2011
Shell Trading 2003 - 2006
UBS 2002 - 2003
Enron 2000 - 2002
Skills
PMO, Vendor Management, SharePoint
Education
University of Houston 1997 — 1999
BBA, Management Information Systems
Blinn College 1994 — 1996
Associate in Arts
Shell Trading December 2011 - Present
TAC Worldwide (for BP) February 2006 - December 2011
BP January 2006 - December 2011
TAC Worldwide Companies 2005 - December 2011
Shell Trading 2003 - 2006
UBS 2002 - 2003
Enron 2000 - 2002
Skills
PMO, Vendor Management, SharePoint
Education
University of Houston 1997 — 1999
BBA, Management Information Systems
Blinn College 1994 — 1996
Associate in Arts
David Sexton's UBS Experience December 2000 - July 2007
Job Software Engineer
Industry Information Technology and Services
Experience
BlackRock September 2013 - Present
PHD Virtual Technologies October 2012 - April 2013
Citibank July 2007 - August 2012
UBS December 2000 - July 2007
State Street April 1997 - December 2000
Sapient November 1996 - February 1997
Malden Catholic High School September 1995 - June 1996
Education
Stevens Institute of Technology 2001 — 2004
Master of Science (M.S.), Management Information Systems, General
Boston University 1996 — 1996
Certificate, C/C++ Development
Boston College 1992 — 1994
Master of Arts (M.A.), English Language and Literature, General
Stonehill College 1986 — 1990
BlackRock September 2013 - Present
PHD Virtual Technologies October 2012 - April 2013
Citibank July 2007 - August 2012
UBS December 2000 - July 2007
State Street April 1997 - December 2000
Sapient November 1996 - February 1997
Malden Catholic High School September 1995 - June 1996
Education
Stevens Institute of Technology 2001 — 2004
Master of Science (M.S.), Management Information Systems, General
Boston University 1996 — 1996
Certificate, C/C++ Development
Boston College 1992 — 1994
Master of Arts (M.A.), English Language and Literature, General
Stonehill College 1986 — 1990
Jane Bortz's UBS Experience July 2005 - October 2007
Job Senior Project Manager at DiD
Industry Marketing and Advertising
Experience
DiD June 2015 - Present
Synchrony Financial (formerly GE Capital Retail Bank) June 2014 - January 2015
Digitas Health May 2012 - June 2014
Digitas Health April 2010 - May 2012
Time Inc. February 2009 - September 2009
Time Inc. October 2007 - December 2008
UBS July 2005 - October 2007
Skills
Digital Marketing, Advertising, Brand Management, Project Management, Integrated Marketing, Budgets, Marketing Strategy, Marketing Communications, Marketing, Management, Email Marketing, Social Media Marketing, Online Advertising, Digital Strategy, Social Media, Digital Media, Cross-functional Team...
Education
Villanova University 2010 — 2013
MBA, Marketing; Strategic Management
Boston College 2001 — 2005
BS, Marketing, Finance
DiD June 2015 - Present
Synchrony Financial (formerly GE Capital Retail Bank) June 2014 - January 2015
Digitas Health May 2012 - June 2014
Digitas Health April 2010 - May 2012
Time Inc. February 2009 - September 2009
Time Inc. October 2007 - December 2008
UBS July 2005 - October 2007
Skills
Digital Marketing, Advertising, Brand Management, Project Management, Integrated Marketing, Budgets, Marketing Strategy, Marketing Communications, Marketing, Management, Email Marketing, Social Media Marketing, Online Advertising, Digital Strategy, Social Media, Digital Media, Cross-functional Team...
Education
Villanova University 2010 — 2013
MBA, Marketing; Strategic Management
Boston College 2001 — 2005
BS, Marketing, Finance
John A. McCabe's UBS Experience 2005 - June 2008
Job Director of Compliance at ACDS, Inc.
Industry Nonprofit Organization Management
Experience
Association for Children with Down Syndrome February 2009 - Present
UBS 2005 - June 2008
Alliance Capital Management 2004 - 2005
Pfizer Consumer Healthcare 2004 - 2004
American Home Mortgage 2003 - 2004
IBM Global Business Services 2002 - 2003
FleetBoston Financial 2001 - 2002
JP Morgan 1996 - 2001
Bear Stearns 1991 - 1996
Coopers & Lybrand 1989 - 1991
Skills
Operational Risk..., Financial Audits, Enterprise Risk..., Risk Management, Operational Risk, Securities, Financial Risk, Asset Managment, Capital Markets, Derivatives, Fixed Income, Equities, AML, Due Diligence, Sarbanes-Oxley Act, Bento, Balanced Scorecard, LinkedIn, Dropbox, Apple Numbers, Keynote, Dragon Naturally..., Nonprofit Technology
Education
Boston College 1981 — 1985
BS, Finance & Accounting
Braintree High School 1978 — 1981
High School Diploma
Association for Children with Down Syndrome February 2009 - Present
UBS 2005 - June 2008
Alliance Capital Management 2004 - 2005
Pfizer Consumer Healthcare 2004 - 2004
American Home Mortgage 2003 - 2004
IBM Global Business Services 2002 - 2003
FleetBoston Financial 2001 - 2002
JP Morgan 1996 - 2001
Bear Stearns 1991 - 1996
Coopers & Lybrand 1989 - 1991
Skills
Operational Risk..., Financial Audits, Enterprise Risk..., Risk Management, Operational Risk, Securities, Financial Risk, Asset Managment, Capital Markets, Derivatives, Fixed Income, Equities, AML, Due Diligence, Sarbanes-Oxley Act, Bento, Balanced Scorecard, LinkedIn, Dropbox, Apple Numbers, Keynote, Dragon Naturally..., Nonprofit Technology
Education
Boston College 1981 — 1985
BS, Finance & Accounting
Braintree High School 1978 — 1981
High School Diploma
John Dudzik's UBS Experience 1997 - 2001
Job Managing Director, Head of Business Development, Octagon Credit Investors
Industry Investment Management
Experience
Octagon Credit Investors LLC April 2011 - Present
FrontPoint Partners January 2010 - March 2011
COLCHIS CAPITAL December 2007 - December 2009
Deutsche Bank January 2001 - December 2006
UBS 1997 - 2001
Skills
Capital Markets, Alternative Investments, Private Equity, Financial Modeling, Hedge Funds, Valuation, Equities, Bloomberg, Fixed Income, Bonds, Asset Management, Leveraged Finance, Portfolio Management, Asset Allocation, Structured Finance, Investment Management, High Yield
Education
Boston College, Carroll School of Management 1977 — 1981
BS, FINANCE
Octagon Credit Investors LLC April 2011 - Present
FrontPoint Partners January 2010 - March 2011
COLCHIS CAPITAL December 2007 - December 2009
Deutsche Bank January 2001 - December 2006
UBS 1997 - 2001
Skills
Capital Markets, Alternative Investments, Private Equity, Financial Modeling, Hedge Funds, Valuation, Equities, Bloomberg, Fixed Income, Bonds, Asset Management, Leveraged Finance, Portfolio Management, Asset Allocation, Structured Finance, Investment Management, High Yield
Education
Boston College, Carroll School of Management 1977 — 1981
BS, FINANCE
pat corry's UBS Experience November 2008 - Present
Job Managing Director/Chief Marketing Officer
Industry Marketing and Advertising
Experience
UBS November 2008 - Present
Merrill Lynch January 2002 - October 2008
J. Walter Thompson September 1999 - December 2002
BBDO September 1996 - September 1999
Ross Roy Communications 1985 - 1989
Skills
Marketing Communications, Integrated Marketing, Marketing Strategy, Financial Services, Account Management, Digital Marketing, Social Media Marketing, Strategy, Product Marketing, Corporate Communications, Marketing, Digital Strategy, Thought Leadership, Wealth Management
Education
Boston College 1981 — 1985
BA, English
UBS November 2008 - Present
Merrill Lynch January 2002 - October 2008
J. Walter Thompson September 1999 - December 2002
BBDO September 1996 - September 1999
Ross Roy Communications 1985 - 1989
Skills
Marketing Communications, Integrated Marketing, Marketing Strategy, Financial Services, Account Management, Digital Marketing, Social Media Marketing, Strategy, Product Marketing, Corporate Communications, Marketing, Digital Strategy, Thought Leadership, Wealth Management
Education
Boston College 1981 — 1985
BA, English
Laura Hotchkiss's UBS Experience April 2011 - Present
Job Executive Assistant at UBS
Industry Banking
Experience
UBS April 2011 - Present
Royal Bank of Scotland May 2010 - April 2011
Bank of America July 2007 - April 2010
Bank of America November 2001 - July 2007
Answerthink Consulting June 2000 - September 2000
Answerthink Consulting August 1999 - June 2000
Hill Holliday January 1997 - January 1999
Hill Holliday February 1995 - January 1997
Skills
Sales, Social Media, Finance, Strategy, Management, Budgets, Marketing, Leadership, Advertising, Integrated Marketing
Education
Boston College 1991 — 1994
Bachelor of Arts, Communications
UBS April 2011 - Present
Royal Bank of Scotland May 2010 - April 2011
Bank of America July 2007 - April 2010
Bank of America November 2001 - July 2007
Answerthink Consulting June 2000 - September 2000
Answerthink Consulting August 1999 - June 2000
Hill Holliday January 1997 - January 1999
Hill Holliday February 1995 - January 1997
Skills
Sales, Social Media, Finance, Strategy, Management, Budgets, Marketing, Leadership, Advertising, Integrated Marketing
Education
Boston College 1991 — 1994
Bachelor of Arts, Communications
Erik Blischke's UBS Experience June 1998 - October 2011
Job Executive Director Financial Control
Industry Financial Services
Experience
UBS June 1998 - October 2011
KPMG Audit September 1995 - June 1998
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA
Boston College 1991 — 1995
BS, Accounting
UBS June 1998 - October 2011
KPMG Audit September 1995 - June 1998
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA
Boston College 1991 — 1995
BS, Accounting
David Maloy's UBS Experience February 2006 - May 2008
Job NetOTC, CEO, Americas
Industry Financial Services
Experience
NetOTC October 2014 - Present
Credit Suisse August 2008 - February 2012
UBS February 2006 - May 2008
UBS 2004 - 2006
UBS 1996 - 2004
Skills
Prime Brokerage, Derivatives, Investment Banking, Fixed Income, Capital Markets, Equities, Middle Office, Collateral Management, Hedge Funds, Credit Derivatives, Swaps, Securities Lending, Credit Risk Management
Education
Boston College 1971 — 1975
BA, History
NetOTC October 2014 - Present
Credit Suisse August 2008 - February 2012
UBS February 2006 - May 2008
UBS 2004 - 2006
UBS 1996 - 2004
Skills
Prime Brokerage, Derivatives, Investment Banking, Fixed Income, Capital Markets, Equities, Middle Office, Collateral Management, Hedge Funds, Credit Derivatives, Swaps, Securities Lending, Credit Risk Management
Education
Boston College 1971 — 1975
BA, History
Manoj Sundararajan's UBS Experience June 2008 - August 2008
Job MTS at NetApp
Industry Computer Software
Experience
NetApp May 2010 - Present
Airvana February 2009 - April 2010
UBS June 2008 - August 2008
Oracle July 2006 - July 2007
EMC July 2005 - December 2005
Skills
C, Data Structures, Embedded Systems, Algorithms, Distributed Systems, Perl, C++, Core Java, Java, Debugging, Linux, Unix, Device Drivers, Eclipse, Shell Scripting, Python, ClearCase, Linux Kernel, Multithreading, JSP, Servlets, Java Enterprise Edition, Software Engineering, Object Oriented Design, GNU Debugger, Scalability, RTOS
Education
Stony Brook University 2007 — 2008
MS, Computer Science
Birla Institute of Technology and Science, Pilani 2002 — 2006
B.E(Hons)., Computer Science
NetApp May 2010 - Present
Airvana February 2009 - April 2010
UBS June 2008 - August 2008
Oracle July 2006 - July 2007
EMC July 2005 - December 2005
Skills
C, Data Structures, Embedded Systems, Algorithms, Distributed Systems, Perl, C++, Core Java, Java, Debugging, Linux, Unix, Device Drivers, Eclipse, Shell Scripting, Python, ClearCase, Linux Kernel, Multithreading, JSP, Servlets, Java Enterprise Edition, Software Engineering, Object Oriented Design, GNU Debugger, Scalability, RTOS
Education
Stony Brook University 2007 — 2008
MS, Computer Science
Birla Institute of Technology and Science, Pilani 2002 — 2006
B.E(Hons)., Computer Science
Emma Ying Zhang's UBS Experience August 2004 - June 2008
Job Senior Sales Associate at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate September 2010 - Present
First Financial Investors, Inc. November 2008 - September 2010
UBS August 2004 - June 2008
Morgan Stanley March 2000 - February 2002
Skills
Portfolio Management, Fixed Income, Due Diligence, Capital Markets
Education
Boston College 2002 — 2004
MBA, Finance
Mills College 1997 — 1999
MA, English
William Raveis Real Estate September 2010 - Present
First Financial Investors, Inc. November 2008 - September 2010
UBS August 2004 - June 2008
Morgan Stanley March 2000 - February 2002
Skills
Portfolio Management, Fixed Income, Due Diligence, Capital Markets
Education
Boston College 2002 — 2004
MBA, Finance
Mills College 1997 — 1999
MA, English
Frank Rybinski, CFA's UBS Experience 2003 - 2008
Job Director of Macro Strategy at AEGON Asset Management
Industry Investment Management
Experience
AEGON Asset Management January 2011 - Present
AEGON Asset Management August 2008 - January 2011
UBS 2003 - 2008
Education
Boston College 1992 — 1996
Economics
AEGON Asset Management January 2011 - Present
AEGON Asset Management August 2008 - January 2011
UBS 2003 - 2008
Education
Boston College 1992 — 1996
Economics
Mary Jo Boardman's UBS Experience October 2000 - October 2005
Job Banking Professional
Industry Banking
Experience
FinArc Investment Management May 2006 - September 2006
UBS October 2000 - October 2005
Crossroads Consulting Group January 1990 - January 2000
UBS September 1979 - June 1985
Education
Boston College 1972 — 1976
BA, Special and Elementary Education
FinArc Investment Management May 2006 - September 2006
UBS October 2000 - October 2005
Crossroads Consulting Group January 1990 - January 2000
UBS September 1979 - June 1985
Education
Boston College 1972 — 1976
BA, Special and Elementary Education
Sundeep Caplash's UBS Experience April 2001 - March 2009
Job Vice President Portfolio Manager at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney March 2009 - Present
UBS April 2001 - March 2009
Caplash Corporation April 1998 - March 2001
Education
Birmingham-Southern College 1990 — 1994
BS, Finance and Marketing
Morgan Stanley Smith Barney March 2009 - Present
UBS April 2001 - March 2009
Caplash Corporation April 1998 - March 2001
Education
Birmingham-Southern College 1990 — 1994
BS, Finance and Marketing
Jaclyn Schlichting's UBS Experience 2006 - 2008
Job Account Manager at CMI Event Planning + Fundraising
Industry Events Services
Experience
CMI Event Planning + Fundraising July 2008 - Present
UBS 2006 - 2008
Education
Boston College
Economics, Math
CMI Event Planning + Fundraising July 2008 - Present
UBS 2006 - 2008
Education
Boston College
Economics, Math
Stephen R. Dyer's UBS Experience June 1988 - September 2006
Job SRD Capital Management, LLC
Industry Financial Services
Experience
SRD Capital Management, LLC September 2006 - Present
Jumpstart NJ Angel Network September 2007 - Present
SpeechTrans Inc January 2011 - Present
Rutgers University - Office of Technolgy Commercialization January 2011 - February 2012
SANpulse Technologies September 2008 - March 2010
UBS June 1988 - September 2006
Arthur Young July 1981 - August 1983
Education
Boston College 1978 — 1981
BS, Accounting
Indiana University Bloomington 1983 — 1984
MBA, Finance
SRD Capital Management, LLC September 2006 - Present
Jumpstart NJ Angel Network September 2007 - Present
SpeechTrans Inc January 2011 - Present
Rutgers University - Office of Technolgy Commercialization January 2011 - February 2012
SANpulse Technologies September 2008 - March 2010
UBS June 1988 - September 2006
Arthur Young July 1981 - August 1983
Education
Boston College 1978 — 1981
BS, Accounting
Indiana University Bloomington 1983 — 1984
MBA, Finance
Michael Ferrand's UBS Experience January 2015 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
The Depository Trust & Clearing Corporation October 2013 - December 2014
Hudson September 2012 - October 2013
WellCare February 2012 - October 2012
Tampa Florida April 2011 - February 2012
Independent IT Consultant September 2009 - April 2011
JM Family Enterprises June 2007 - March 2009
Wells Fargo 2006 - 2007
1ST RESOLUTION LLC 2002 - 2006
Connect Computer Consultants 1995 - 2002
Skills
Process Improvement, Disaster Recovery, Security, Cloud Computing, SDLC, Integration, Program Management, Vendor Management, Business Analysis, Project Management, Databases, Management, Enterprise Software, Enterprise Architecture, Data Center, Project Portfolio...
Education
Vigilar’s IT Training 2009 — 2009
PMP
University of Minnesota-Twin Cities 1989 — 1991
Management, Law and Human Resources
Metropolitan State University 1991 — 1992
College of Management
Rational University 2000 — 2000
RUP Training, Project Methodology
Boston College 2000 — 2000
PMP
UBS January 2015 - Present
The Depository Trust & Clearing Corporation October 2013 - December 2014
Hudson September 2012 - October 2013
WellCare February 2012 - October 2012
Tampa Florida April 2011 - February 2012
Independent IT Consultant September 2009 - April 2011
JM Family Enterprises June 2007 - March 2009
Wells Fargo 2006 - 2007
1ST RESOLUTION LLC 2002 - 2006
Connect Computer Consultants 1995 - 2002
Skills
Process Improvement, Disaster Recovery, Security, Cloud Computing, SDLC, Integration, Program Management, Vendor Management, Business Analysis, Project Management, Databases, Management, Enterprise Software, Enterprise Architecture, Data Center, Project Portfolio...
Education
Vigilar’s IT Training 2009 — 2009
PMP
University of Minnesota-Twin Cities 1989 — 1991
Management, Law and Human Resources
Metropolitan State University 1991 — 1992
College of Management
Rational University 2000 — 2000
RUP Training, Project Methodology
Boston College 2000 — 2000
PMP
Sadie Holdridge's UBS Experience July 2008 - April 2009
Job Director of Financial Planning at Breed's Hill Capital
Industry Financial Services
Experience
Breed's Hill Capital September 2015 - Present
SJM Fiduciary Advisors February 2014 - August 2015
Lake Street Advisors, LLC July 2009 - February 2014
UBS July 2008 - April 2009
Franklin Portfolio Associates July 2006 - August 2007
Education
College for Financial Planning 2011 — 2012
Master's degree, Personal Financial Planning
Boston College 2004 — 2008
BS, Finance, Marketing
Breed's Hill Capital September 2015 - Present
SJM Fiduciary Advisors February 2014 - August 2015
Lake Street Advisors, LLC July 2009 - February 2014
UBS July 2008 - April 2009
Franklin Portfolio Associates July 2006 - August 2007
Education
College for Financial Planning 2011 — 2012
Master's degree, Personal Financial Planning
Boston College 2004 — 2008
BS, Finance, Marketing
Ron Faulk's UBS Experience January 2007 - January 2008
Job Senior Systems Engineer SCOM 2012 at Accretive Health
Industry Information Technology and Services
Experience
Accretive Health June 2015 - Present
Insight February 2015 - May 2015
Federal Home Loan Bank of Chicago September 2014 - December 2014
Guggenheim Partners February 2013 - August 2014
Kirkland & Ellis LLP August 2012 - November 2012
Exelon October 2008 - June 2012
BMO Harris Bank January 2008 - September 2008
UBS January 2007 - January 2008
ABN AMRO Bank N.V. October 2003 - February 2004
Aon 2004 - 2004
Skills
Windows Server, SCCM, Servers, Troubleshooting, Windows 7, XP, SCOM, Microsoft SQL Server, System Administration, SMS, Systems Management, Active Directory, Disaster Recovery, Software Documentation, Microsoft Exchange, VMware, System Deployment, Networking, Infrastructure, Windows XP
Education
Boise State University
Information Systems and Decision Sciences
Fresno City College
Pre-Engineering
Accretive Health June 2015 - Present
Insight February 2015 - May 2015
Federal Home Loan Bank of Chicago September 2014 - December 2014
Guggenheim Partners February 2013 - August 2014
Kirkland & Ellis LLP August 2012 - November 2012
Exelon October 2008 - June 2012
BMO Harris Bank January 2008 - September 2008
UBS January 2007 - January 2008
ABN AMRO Bank N.V. October 2003 - February 2004
Aon 2004 - 2004
Skills
Windows Server, SCCM, Servers, Troubleshooting, Windows 7, XP, SCOM, Microsoft SQL Server, System Administration, SMS, Systems Management, Active Directory, Disaster Recovery, Software Documentation, Microsoft Exchange, VMware, System Deployment, Networking, Infrastructure, Windows XP
Education
Boise State University
Information Systems and Decision Sciences
Fresno City College
Pre-Engineering
Cristine Buggeln's UBS Experience October 2010 - February 2011
Job HR Associate at Magnitude Capital, LLC
Industry Investment Management
Experience
Magnitude Capital, LLC March 2015 - Present
JBS August 2014 - March 2015
JBS May 2011 - August 2014
JBS February 2011 - May 2011
UBS October 2010 - February 2011
Skills
Recruiting
Education
Boston College 2005 — 2009
BA, Major in Human Development. Minor in HR Managment and Organizational Studies
UNSW Australia
Studied abroad for one semester
Magnitude Capital, LLC March 2015 - Present
JBS August 2014 - March 2015
JBS May 2011 - August 2014
JBS February 2011 - May 2011
UBS October 2010 - February 2011
Skills
Recruiting
Education
Boston College 2005 — 2009
BA, Major in Human Development. Minor in HR Managment and Organizational Studies
UNSW Australia
Studied abroad for one semester
Aye Thiha's UBS Experience July 2007 - April 2010
Job CEO at Thiha Advisors
Industry Financial Services
Experience
Thiha Advisors April 2012 - Present
TAP Advisors April 2010 - April 2012
UBS July 2007 - April 2010
TD Securities June 2006 - June 2007
Morgen, Evan & Company / M&A International June 2004 - June 2006
Skills
Valuation, Due Diligence, Capital Structure, Modeling, Investment Banking, Mergers, Economics, Financial Advisory, Venture Capital, Private Equity, Financial Modeling, Corporate Finance, LBO, Equities, M&A experience, Capital Markets, Leveraged Finance, Financial Structuring, Corporate Development, Hedge Funds
Education
Boston College 1998 — 2002
BSc, Economics, Finance
New York University
MA, Economics
RIS
The London School of Economics and Political Science (LSE)
MSc, Finance and Economics
Thiha Advisors April 2012 - Present
TAP Advisors April 2010 - April 2012
UBS July 2007 - April 2010
TD Securities June 2006 - June 2007
Morgen, Evan & Company / M&A International June 2004 - June 2006
Skills
Valuation, Due Diligence, Capital Structure, Modeling, Investment Banking, Mergers, Economics, Financial Advisory, Venture Capital, Private Equity, Financial Modeling, Corporate Finance, LBO, Equities, M&A experience, Capital Markets, Leveraged Finance, Financial Structuring, Corporate Development, Hedge Funds
Education
Boston College 1998 — 2002
BSc, Economics, Finance
New York University
MA, Economics
RIS
The London School of Economics and Political Science (LSE)
MSc, Finance and Economics
Christophe Roussel's UBS Experience August 2004 - May 2006
Job FVP, Wholesale Banking Business Learning Strategist at SunTrust Bank
Industry Banking
Experience
SunTrust Bank May 2012 - Present
Omega Performance September 2010 - May 2012
Silverton Bank, N.A. October 2006 - September 2009
UBS August 2004 - May 2006
Fidelity Bank May 2003 - August 2004
Merrill Lynch October 1998 - March 2003
Whitney National Bank February 1996 - October 1998
SouthTrust Bank July 1993 - February 1996
Skills
Credit Analysis, Credit, Commercial Lending, Credit Risk, Banking, Sales Growth, Client Development
Education
Birmingham-Southern College 1989 — 1993
SunTrust Bank May 2012 - Present
Omega Performance September 2010 - May 2012
Silverton Bank, N.A. October 2006 - September 2009
UBS August 2004 - May 2006
Fidelity Bank May 2003 - August 2004
Merrill Lynch October 1998 - March 2003
Whitney National Bank February 1996 - October 1998
SouthTrust Bank July 1993 - February 1996
Skills
Credit Analysis, Credit, Commercial Lending, Credit Risk, Banking, Sales Growth, Client Development
Education
Birmingham-Southern College 1989 — 1993
Jossy Thomas's UBS Experience ConsultantABN AMROAugust 2006 - July 2007
Job Risk Analyst at UBS
Industry Financial Services
Experience
UBS ConsultantABN AMROAugust 2006 - July 2007
Education
Bloomfield College 2004 — 2006
BS, Finance
UBS ConsultantABN AMROAugust 2006 - July 2007
Education
Bloomfield College 2004 — 2006
BS, Finance
Daniel DiPaci's UBS Experience July 2008 - June 2009
Job Risk/MidOffice at Flow Traders
Industry Financial Services
Experience
Flow Traders June 2013 - Present
Morgan Stanley July 2012 - June 2013
Morgan Stanley May 2010 - June 2012
UBS July 2008 - June 2009
Skills
Capital Markets, Investments, Equities, FX Options, Prime Brokerage, Process Improvement, VBA, Fixed Income, FX, SharePoint, Risk Management, Bloomberg, Microsoft Excel, SQL, Series 7
Education
Boston College 2004 — 2008
BS, Finance & Accounting
Flow Traders June 2013 - Present
Morgan Stanley July 2012 - June 2013
Morgan Stanley May 2010 - June 2012
UBS July 2008 - June 2009
Skills
Capital Markets, Investments, Equities, FX Options, Prime Brokerage, Process Improvement, VBA, Fixed Income, FX, SharePoint, Risk Management, Bloomberg, Microsoft Excel, SQL, Series 7
Education
Boston College 2004 — 2008
BS, Finance & Accounting
Jason Paulino's UBS Experience September 2013 - May 2014
Job Licensed NYS Realtor
Industry Real Estate
Experience
Citi Habitats July 2014 - Present
UBS September 2013 - May 2014
Ipreo July 2008 - October 2012
First Investors October 2007 - July 2008
Alianza Inc. May 2007 - August 2007
Skills
Capital Markets, Equities, Financial Analysis, Equity Research, Valuation, Fixed Income, Skilled Communicator, Spanish-speaking, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Analytical Skills, Highly motivated..., Multi Tasking, Software, Analysis
Education
Boston College 2003 — 2007
BS, Business Management
Citi Habitats July 2014 - Present
UBS September 2013 - May 2014
Ipreo July 2008 - October 2012
First Investors October 2007 - July 2008
Alianza Inc. May 2007 - August 2007
Skills
Capital Markets, Equities, Financial Analysis, Equity Research, Valuation, Fixed Income, Skilled Communicator, Spanish-speaking, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Analytical Skills, Highly motivated..., Multi Tasking, Software, Analysis
Education
Boston College 2003 — 2007
BS, Business Management
Judy Tejada Fischer's UBS Experience April 2000 - Present
Job Director, IS Program Management and Delivery at UBS
Industry Financial Services
Experience
UBS April 2000 - Present
UBS January 2008 - December 2010
UBS January 2004 - January 2008
UBS April 2000 - September 2004
Citigroup 1993 - 2000
Skills
Financial Services, Vendor Management, Asset Allocation, Mutual Funds, Wealth Management, Banking, Strategic Financial..., SDLC, Product Management, PMO, Marketing, Securities, Project Management, Business Analysis, Financial Analysis, Change Management, Governance, Program Management
Education
Bloomsburg University of Pennsylvania 1989 — 1994
International Marketing
UBS April 2000 - Present
UBS January 2008 - December 2010
UBS January 2004 - January 2008
UBS April 2000 - September 2004
Citigroup 1993 - 2000
Skills
Financial Services, Vendor Management, Asset Allocation, Mutual Funds, Wealth Management, Banking, Strategic Financial..., SDLC, Product Management, PMO, Marketing, Securities, Project Management, Business Analysis, Financial Analysis, Change Management, Governance, Program Management
Education
Bloomsburg University of Pennsylvania 1989 — 1994
International Marketing
Daniel Carbajal's UBS Experience October 2013 - Present
Job Documentation Review Specialist
Industry Financial Services
Experience
UBS October 2013 - Present
UBS April 2011 - October 2013
Cenlar FSB September 2009 - September 2010
Carbajal Bros. Electrical Inc January 2005 - December 2009
Skills
Banking, Credit Cards, Customer Service, Equity Trading, Employee Stock Options, Customer Oriented, Call Centers, website support, Series 7, Series 63, Relationship Management, Team Leadership, Document Review, Data Entry, CRM, Microsoft Word, PowerPoint, Microsoft Excel
Education
Bloomfield College
B.S., Business Administration
UBS October 2013 - Present
UBS April 2011 - October 2013
Cenlar FSB September 2009 - September 2010
Carbajal Bros. Electrical Inc January 2005 - December 2009
Skills
Banking, Credit Cards, Customer Service, Equity Trading, Employee Stock Options, Customer Oriented, Call Centers, website support, Series 7, Series 63, Relationship Management, Team Leadership, Document Review, Data Entry, CRM, Microsoft Word, PowerPoint, Microsoft Excel
Education
Bloomfield College
B.S., Business Administration
Benjamin Goodkind's UBS Experience June 2010 - August 2010
Job Associate, Chief Underwriting Office at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2015 - Present
Silicon Valley Bank January 2013 - April 2015
Silicon Valley Bank January 2013 - August 2014
Gordon Brothers Group - Appraisal & Valuation Division May 2011 - December 2012
UBS June 2010 - August 2010
East River Energy Co. May 2009 - August 2009
Education
Boston College 2007 — 2011
Bachelor of Science, Economics & Finance
Goldman Sachs May 2015 - Present
Silicon Valley Bank January 2013 - April 2015
Silicon Valley Bank January 2013 - August 2014
Gordon Brothers Group - Appraisal & Valuation Division May 2011 - December 2012
UBS June 2010 - August 2010
East River Energy Co. May 2009 - August 2009
Education
Boston College 2007 — 2011
Bachelor of Science, Economics & Finance
Blair Clancy's UBS Experience July 2015 - Present
Job Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS July 2015 - Present
UBS Financial Services, Inc. October 2010 - July 2015
New York Yankees May 2009 - August 2009
Skills
Bloomberg, Client Relations Skills, Superior Client Service, Financial Services, Financial Goals, Job Coaching, Marketing, Client Focus, Microsoft Excel, Microsoft Office, Microsoft CRM, Event Planning, Corporate Events
Education
Boston College 2006 — 2010
Marketing
The London School of Economics and Political Science (LSE) 2008 — 2008
Human Rights Law
UBS July 2015 - Present
UBS Financial Services, Inc. October 2010 - July 2015
New York Yankees May 2009 - August 2009
Skills
Bloomberg, Client Relations Skills, Superior Client Service, Financial Services, Financial Goals, Job Coaching, Marketing, Client Focus, Microsoft Excel, Microsoft Office, Microsoft CRM, Event Planning, Corporate Events
Education
Boston College 2006 — 2010
Marketing
The London School of Economics and Political Science (LSE) 2008 — 2008
Human Rights Law
Kevin O'Leary's UBS Experience 2002 - 2005
Job MD, Product & Portfolio Solutions at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2011 - Present
TIAA-CREF March 2009 - March 2011
Bank of America 2008 - 2009
Bank of America 2006 - 2008
Bank of America 2005 - 2006
UBS 2002 - 2005
Merrill Lynch 2000 - 2002
US Navy 1995 - 2000
Education
Boston College 1991 — 1995
BS, Marketing
TIAA-CREF March 2011 - Present
TIAA-CREF March 2009 - March 2011
Bank of America 2008 - 2009
Bank of America 2006 - 2008
Bank of America 2005 - 2006
UBS 2002 - 2005
Merrill Lynch 2000 - 2002
US Navy 1995 - 2000
Education
Boston College 1991 — 1995
BS, Marketing
Jenna (Bongiovanni) Feldman, PMP, CAMS's UBS Experience June 2007 - August 2007
Job Vice President Corporate AML Compliance at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2012 - Present
JP Morgan August 2010 - September 2012
J.P. Morgan July 2008 - August 2010
UBS June 2007 - August 2007
Skills
Project Management, Product Management, Strategic Planning, Communication, Interest Rate..., Finance, Product Development, Program Management
Education
Boston College 2004 — 2008
B.S., Finance; Management and Leadership
J.P. Morgan September 2012 - Present
JP Morgan August 2010 - September 2012
J.P. Morgan July 2008 - August 2010
UBS June 2007 - August 2007
Skills
Project Management, Product Management, Strategic Planning, Communication, Interest Rate..., Finance, Product Development, Program Management
Education
Boston College 2004 — 2008
B.S., Finance; Management and Leadership
Sean Byrnes's UBS Experience June 2010 - August 2010
Job Associate, Corporate & Investment Banking at Citi
Industry Investment Banking
Experience
Citi July 2014 - Present
Citi July 2011 - July 2014
Boston College September 2008 - April 2011
UBS June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
FirstPlay, LLC May 2009 - August 2009
Fox and Fox LLP December 2008 - August 2009
Skills
Financial Modeling, Corporate Finance, Valuation, Portfolio Management, Analysis, Financial Statement..., Research, Strategic Financial...
Education
Boston College 2007 — 2011
BA, Economics
Saint Peter's Preparatory School 2003 — 2007
High School
Citi July 2014 - Present
Citi July 2011 - July 2014
Boston College September 2008 - April 2011
UBS June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
FirstPlay, LLC May 2009 - August 2009
Fox and Fox LLP December 2008 - August 2009
Skills
Financial Modeling, Corporate Finance, Valuation, Portfolio Management, Analysis, Financial Statement..., Research, Strategic Financial...
Education
Boston College 2007 — 2011
BA, Economics
Saint Peter's Preparatory School 2003 — 2007
High School
Christopher Gherlone's UBS Experience June 2010 - August 2010
Job
Industry Real Estate
Experience
Monday Properties June 2012 - July 2013
Cuttone & Co. June 2011 - August 2011
UBS June 2010 - August 2010
Skills
Leases, Investment Management, Real Estate, Valuation, Finance, Commercial Real Estate, Budgets, Strategy, Financial Modeling, Negotiation
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Deerfield Academy 2005 — 2008
New York University
Monday Properties June 2012 - July 2013
Cuttone & Co. June 2011 - August 2011
UBS June 2010 - August 2010
Skills
Leases, Investment Management, Real Estate, Valuation, Finance, Commercial Real Estate, Budgets, Strategy, Financial Modeling, Negotiation
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Deerfield Academy 2005 — 2008
New York University
Joshua Waranch's UBS Experience May 2009 - August 2009
Job Manager, Exchange Partnerships at Millennial Media
Industry Marketing and Advertising
Experience
Millennial Media April 2015 - Present
Millennial Media September 2012 - Present
Millennial Media May 2014 - April 2015
Millennial Media September 2012 - May 2014
Admit One January 2011 - September 2012
Q2 Sports and Entertainment October 2010 - March 2011
Golf Coach Direct August 2010 - November 2010
Vermont Lake Monsters June 2010 - August 2010
UBS May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Social Media Marketing, Social Media, Market Research, Business Development, Social Networking, E-commerce, Sales, Management, Start-ups, Research, Digital Marketing, Editing, Strategic Planning, Mobile Advertising, Advertising, Analysis, Online Marketing, Business Analytics, Mobile Technology, Sports Management, Copy Editing, Sports, Public Relations, Marketing Strategy, Sports Marketing, Lead Generation, Digital Strategy, Digital Media, Account Management, Marketing Analytics, Email Marketing, Facebook, Online Advertising
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of Vermont 2006 — 2010
Bachelor of Arts, Political Science
Bond University 2009 — 2009
Political Science, International Relations, Advertising, Organizational Behavior
Friends School of Baltimore 1995 — 2006
Millennial Media April 2015 - Present
Millennial Media September 2012 - Present
Millennial Media May 2014 - April 2015
Millennial Media September 2012 - May 2014
Admit One January 2011 - September 2012
Q2 Sports and Entertainment October 2010 - March 2011
Golf Coach Direct August 2010 - November 2010
Vermont Lake Monsters June 2010 - August 2010
UBS May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Social Media Marketing, Social Media, Market Research, Business Development, Social Networking, E-commerce, Sales, Management, Start-ups, Research, Digital Marketing, Editing, Strategic Planning, Mobile Advertising, Advertising, Analysis, Online Marketing, Business Analytics, Mobile Technology, Sports Management, Copy Editing, Sports, Public Relations, Marketing Strategy, Sports Marketing, Lead Generation, Digital Strategy, Digital Media, Account Management, Marketing Analytics, Email Marketing, Facebook, Online Advertising
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of Vermont 2006 — 2010
Bachelor of Arts, Political Science
Bond University 2009 — 2009
Political Science, International Relations, Advertising, Organizational Behavior
Friends School of Baltimore 1995 — 2006
Moira Turner's UBS Experience April 2001 - June 2001
Job Senior Vice President at Cantor Fitzgerald
Industry Accounting
Experience
Cantor Fitzgerald March 2013 - Present
Cantor Fitzgerald November 2010 - Present
Cantor Fitzgerald 2010 - Present
KPMG September 2005 - November 2010
David A. Levy CPA PC November 2001 - May 2005
UBS April 2001 - June 2001
Morgan Stanley Dean Witter June 2000 - August 2000
Education
Boston College 2001 — 2005
Accounting, Finance
Cantor Fitzgerald March 2013 - Present
Cantor Fitzgerald November 2010 - Present
Cantor Fitzgerald 2010 - Present
KPMG September 2005 - November 2010
David A. Levy CPA PC November 2001 - May 2005
UBS April 2001 - June 2001
Morgan Stanley Dean Witter June 2000 - August 2000
Education
Boston College 2001 — 2005
Accounting, Finance
Gale McCauley's UBS Experience 2007 - Present
Job Administrative Assistant at UBS Securities LLC
Industry Investment Banking
Experience
UBS Securities, LLC May 2013 - Present
UBS Investment Bank May 2013 - Present
UBS 2007 - Present
UBS Securities LLC June 2006 - Present
UBS Investment Bank June 2006 - May 2013
U.S. Trust Company January 1999 - January 2006
Kidder Peabody, Inc March 1994 - August 1994
Education
Borough of Manhattan Community College
Business Management
UBS Securities, LLC May 2013 - Present
UBS Investment Bank May 2013 - Present
UBS 2007 - Present
UBS Securities LLC June 2006 - Present
UBS Investment Bank June 2006 - May 2013
U.S. Trust Company January 1999 - January 2006
Kidder Peabody, Inc March 1994 - August 1994
Education
Borough of Manhattan Community College
Business Management
Kelly Spring's UBS Experience May 1999 - February 2002
Job Supervisory Manager at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC October 2012 - September 2013
Morgan Stanley Smith Barney 2002 - 2012
UBS May 1999 - February 2002
Education
Bloomfield College
J.P. Morgan Securities LLC October 2012 - September 2013
Morgan Stanley Smith Barney 2002 - 2012
UBS May 1999 - February 2002
Education
Bloomfield College
Jayan Seshadri's UBS Experience December 2005 - May 2009
Job Global Application Support Manager
Industry Information Services
Experience
Citi July 2009 - Present
UBS December 2005 - May 2009
JPMorgan Chase September 2002 - November 2005
Tata Consultancy Services, Tata Infotech Limited July 1998 - November 2005
Skills
SOA, SDLC, Enterprise Architecture, CRM, SQL, EAI, Software Project..., Software Development, Middleware, Message Oriented..., WebSphere MQ, TIBCO, J2EE Application..., Ab Initio, Service-Now, Remedy Ticketing System, Banking, Financial Services, Insurance, PMO, Project Management, Risk Management, Siebel, WebSphere Application..., WebSphere Business..., BizTalk, ERP, Oracle Financial, ITIL Implementation, Production Support, Visual Basic, Disaster Recovery, Release Management, Requirements Analysis, Data Center Migration, Team Leadership, .NET, Netezza, Service Delivery...
Education
Birla Institute of Technology and Science
Master of Science (M.S.), Computer Science
ICFAI Business School
MBA, Finance, Information Systems
Maulana Azad National Institute of Technology
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Insurance Institute of India
Licentiate degree, General Insurance, Life Insurance
Institute of Chartered Financial Analysts of India
Diploma in Business Finance, Banking and Financial Support Services
Citi July 2009 - Present
UBS December 2005 - May 2009
JPMorgan Chase September 2002 - November 2005
Tata Consultancy Services, Tata Infotech Limited July 1998 - November 2005
Skills
SOA, SDLC, Enterprise Architecture, CRM, SQL, EAI, Software Project..., Software Development, Middleware, Message Oriented..., WebSphere MQ, TIBCO, J2EE Application..., Ab Initio, Service-Now, Remedy Ticketing System, Banking, Financial Services, Insurance, PMO, Project Management, Risk Management, Siebel, WebSphere Application..., WebSphere Business..., BizTalk, ERP, Oracle Financial, ITIL Implementation, Production Support, Visual Basic, Disaster Recovery, Release Management, Requirements Analysis, Data Center Migration, Team Leadership, .NET, Netezza, Service Delivery...
Education
Birla Institute of Technology and Science
Master of Science (M.S.), Computer Science
ICFAI Business School
MBA, Finance, Information Systems
Maulana Azad National Institute of Technology
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Insurance Institute of India
Licentiate degree, General Insurance, Life Insurance
Institute of Chartered Financial Analysts of India
Diploma in Business Finance, Banking and Financial Support Services
Frances DeMartino's UBS Experience January 2007 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
UBS January 2007 - June 2008
UBS March 2006 - September 2006
Credit Suisse First November 2005 - February 2006
JP Morgan Securities Inc November 2001 - March 2005
Jefferies & Company February 2000 - May 2001
Daiwa Securities February 1999 - November 1999
Deutsche Bank September 1998 - February 1999
BHF Securities July 1997 - September 1998
SANTANDER INVESTMENT SECURITIES November 1995 - July 1997
Santander Securities 1993 - 1997
Education
Borough of Manhattan Community College
Associates, Accounting
UBS January 2007 - June 2008
UBS March 2006 - September 2006
Credit Suisse First November 2005 - February 2006
JP Morgan Securities Inc November 2001 - March 2005
Jefferies & Company February 2000 - May 2001
Daiwa Securities February 1999 - November 1999
Deutsche Bank September 1998 - February 1999
BHF Securities July 1997 - September 1998
SANTANDER INVESTMENT SECURITIES November 1995 - July 1997
Santander Securities 1993 - 1997
Education
Borough of Manhattan Community College
Associates, Accounting
Damian Laugher's UBS Experience 2002 - May 2007
Job Experienced Financial Services & IP Lawyer
Industry Law Practice
Experience
Bowles, Crow, Lutzer & Newman LLP January 2012 - Present
Freeth & Clay LLP June 2010 - February 2012
Gold Medal Australia Pty. Ltd. January 2010 - March 2011
Winget, Spadafora & Schwartzberg LLP 2007 - December 2009
UBS 2002 - May 2007
Greenberg Traurig, LLP December 1999 - September 2001
Skills
Securities Litigation, Compliance, Securities Regulation
Education
Bond University 1991 — 1995
LLB, Law
Bond University 1989 — 1991
B.Com, Finance and International Trade
St. Laurences College 1983 — 1988
Bowles, Crow, Lutzer & Newman LLP January 2012 - Present
Freeth & Clay LLP June 2010 - February 2012
Gold Medal Australia Pty. Ltd. January 2010 - March 2011
Winget, Spadafora & Schwartzberg LLP 2007 - December 2009
UBS 2002 - May 2007
Greenberg Traurig, LLP December 1999 - September 2001
Skills
Securities Litigation, Compliance, Securities Regulation
Education
Bond University 1991 — 1995
LLB, Law
Bond University 1989 — 1991
B.Com, Finance and International Trade
St. Laurences College 1983 — 1988
Christopher Bosco, CPA's UBS Experience July 1991 - October 2011
Job Senior Tax Manager at KPMG US
Industry Accounting
Experience
KPMG US December 2011 - Present
UBS July 1991 - October 2011
Coopers & Lybrand Consulting 1987 - 1991
Education
Bloomsburg University of Pennsylvania
BS, Accounting
Seton Hall University
M.S., Tax
KPMG US December 2011 - Present
UBS July 1991 - October 2011
Coopers & Lybrand Consulting 1987 - 1991
Education
Bloomsburg University of Pennsylvania
BS, Accounting
Seton Hall University
M.S., Tax
Sona Haratunian's UBS Experience August 2006 - Present
Job Director, Global Learning Design at UBS
Industry Financial Services
Experience
UBS August 2006 - Present
Dynanet Consulting Services January 2005 - May 2005
Wells Fargo, Formerly Wachovia Securities June 1994 - July 2004
Skills
Instructional Design, Certified Financial..., Teaching Experience, Leadership Development, Financial Planning, Vendor Management, Curriculum Management, Staff Development, Project Management, Business Strategy, Wealth Management, Training, Strategy, Leadership, Management, Employee Training, Strategic Planning, Team Building, Financial Services, Program Management, Strategic Financial..., Investments, Change Management, Blended Learning, Cross-functional Team..., Consulting, Organizational..., Risk Management, Executive Management, Executive Coaching, Management Consulting, Talent Management, Finance, Performance Management, Organizational..., Learning Management, Needs Analysis, Training Delivery, Coaching, Financial Advisory, Curriculum Development, Training
Education
Boston College
BA, Economics
New York University
Masters Degree, Education
UBS August 2006 - Present
Dynanet Consulting Services January 2005 - May 2005
Wells Fargo, Formerly Wachovia Securities June 1994 - July 2004
Skills
Instructional Design, Certified Financial..., Teaching Experience, Leadership Development, Financial Planning, Vendor Management, Curriculum Management, Staff Development, Project Management, Business Strategy, Wealth Management, Training, Strategy, Leadership, Management, Employee Training, Strategic Planning, Team Building, Financial Services, Program Management, Strategic Financial..., Investments, Change Management, Blended Learning, Cross-functional Team..., Consulting, Organizational..., Risk Management, Executive Management, Executive Coaching, Management Consulting, Talent Management, Finance, Performance Management, Organizational..., Learning Management, Needs Analysis, Training Delivery, Coaching, Financial Advisory, Curriculum Development, Training
Education
Boston College
BA, Economics
New York University
Masters Degree, Education
Sean Harte's UBS Experience February 2004 - October 2010
Job Investment Banking Professional
Industry Investment Banking
Experience
Nomura December 2010 - October 2012
UBS February 2004 - October 2010
Goldman Sachs December 1999 - February 2004
Lehman Brothers August 1996 - December 1999
Skills
Alternative Investments, Bloomberg, Capital Markets, Derivatives, Emerging Markets, Equities, Equity Trading, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Management, Investments, Series 7, Trading, Trading Systems, Valuation
Education
Harvard University 1993 — 1996
Bachelor's degree, Economics
Boston College 1991 — 1992
Nomura December 2010 - October 2012
UBS February 2004 - October 2010
Goldman Sachs December 1999 - February 2004
Lehman Brothers August 1996 - December 1999
Skills
Alternative Investments, Bloomberg, Capital Markets, Derivatives, Emerging Markets, Equities, Equity Trading, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Management, Investments, Series 7, Trading, Trading Systems, Valuation
Education
Harvard University 1993 — 1996
Bachelor's degree, Economics
Boston College 1991 — 1992
edison wright's UBS Experience January 2001 - July 2006
Job field technican at comcast corp
Industry Telecommunications
Experience
comcast corp April 2007 - Present
UBS January 2001 - July 2006
DHL February 1997 - January 2001
Skills
Configurations, Customer Service, Supervising, Telecommunications, Teamwork, Customer Satisfaction, Networking
Education
Borough of Manhattan Community College 1995 — 1996
incomplete
Belize University 1981 — 1983
Associate's degree, basic engineering
comcast corp April 2007 - Present
UBS January 2001 - July 2006
DHL February 1997 - January 2001
Skills
Configurations, Customer Service, Supervising, Telecommunications, Teamwork, Customer Satisfaction, Networking
Education
Borough of Manhattan Community College 1995 — 1996
incomplete
Belize University 1981 — 1983
Associate's degree, basic engineering
Courtney Condaxis's UBS Experience August 2007 - September 2009
Job Sales Assistant at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas December 2011 - Present
Royal Bank of Scotland December 2009 - November 2011
UBS August 2007 - September 2009
Education
Boston College 2003 — 2007
Bachelor of Science (B.S.), International/Global Studies (China Focus); French Language Minor
BNP Paribas December 2011 - Present
Royal Bank of Scotland December 2009 - November 2011
UBS August 2007 - September 2009
Education
Boston College 2003 — 2007
Bachelor of Science (B.S.), International/Global Studies (China Focus); French Language Minor
Patricia Hennessy's UBS Experience 2003 - 2014
Job
Industry
Experience
UBS 2003 - 2014
Education
Boston College 1978 — 1980
Bachelor's Degree, Registered Nursing/Registered Nurse
UBS 2003 - 2014
Education
Boston College 1978 — 1980
Bachelor's Degree, Registered Nursing/Registered Nurse
Samuel Goldsmith's UBS Experience September 2014 - May 2015
Job Student at Boston College
Industry
Experience
GreatBridge Consulting June 2015 - August 2015
UBS September 2014 - May 2015
Israel Securities Authority June 2014 - August 2014
BP June 2014 - June 2014
Skills
Microsoft Office, Finance
Education
Boston College 2013 — 2016
GreatBridge Consulting June 2015 - August 2015
UBS September 2014 - May 2015
Israel Securities Authority June 2014 - August 2014
BP June 2014 - June 2014
Skills
Microsoft Office, Finance
Education
Boston College 2013 — 2016
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.