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
Joseph Bonin Joseph Bonin's UBS Experience 1989 - 2002
Job Derivative Strategist | Hedge Fund Allocation | Chief Risk Officer Old Greenwich Capital Partners
Industry Financial Services
Experience
Old Greenwich Capital Partners August 2014 - August 2015
Wedbush Securities January 2013 - July 2014
Navigate Advisors June 2007 - February 2012
UBS Investment Bank 2002 - 2007
UBS 1989 - 2002
Skills
Options, Equity Derivatives, Derivatives, Equities, Commodity, Portfolio Management, Fixed Income, Emerging Markets, Market Making, Currency, Convertible Bonds, Conference Speaking, Futures, Commodities, Teaching Experience, Risk Management, Teacher Training, Structured Products, Capital Markets, Trading, Public Speaking, Hedge Funds, Financial Markets, Investments, Alternative Investments
Education
Boston University
B.S.B.A., Accounting
Old Greenwich Capital Partners August 2014 - August 2015
Wedbush Securities January 2013 - July 2014
Navigate Advisors June 2007 - February 2012
UBS Investment Bank 2002 - 2007
UBS 1989 - 2002
Skills
Options, Equity Derivatives, Derivatives, Equities, Commodity, Portfolio Management, Fixed Income, Emerging Markets, Market Making, Currency, Convertible Bonds, Conference Speaking, Futures, Commodities, Teaching Experience, Risk Management, Teacher Training, Structured Products, Capital Markets, Trading, Public Speaking, Hedge Funds, Financial Markets, Investments, Alternative Investments
Education
Boston University
B.S.B.A., Accounting
David McMurtrie, CFP® David McMurtrie, CFP®'s UBS Experience August 2011 - Present
Job Senior Wealth Strategist at UBS Financial Services
Industry Financial Services
Experience
UBS August 2011 - Present
Merrill Lynch June 2009 - August 2011
Bank of America October 2008 - June 2009
LaSalle Bank January 2005 - October 2008
Standard Federal Bank January 2002 - January 2005
Prudential Financial May 1998 - January 2002
Skills
Finance, Series 7, Wealth Management, Investments, Series 63, Financial Planning, Series 65, Series 6, Life Insurance
Education
Boston University 2008 — 2010
Certificate in Personal Financial Planning
University of Detroit Mercy 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General
UBS August 2011 - Present
Merrill Lynch June 2009 - August 2011
Bank of America October 2008 - June 2009
LaSalle Bank January 2005 - October 2008
Standard Federal Bank January 2002 - January 2005
Prudential Financial May 1998 - January 2002
Skills
Finance, Series 7, Wealth Management, Investments, Series 63, Financial Planning, Series 65, Series 6, Life Insurance
Education
Boston University 2008 — 2010
Certificate in Personal Financial Planning
University of Detroit Mercy 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Jason Castillo's UBS Experience May 2012 - December 2012
Job QA Analyst at Eze Software Group
Industry Higher Education
Experience
Eze Software Group September 2014 - Present
UBS May 2012 - December 2012
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Whitefish Bay High School
Eze Software Group September 2014 - Present
UBS May 2012 - December 2012
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Whitefish Bay High School
Elizabeth Duff's UBS Experience August 2015 - Present
Job Communications Specialist at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Nestlé Purina North America February 2014 - July 2015
Nestlé S.A. July 2012 - February 2014
Viacom June 2011 - September 2011
Merrill Lynch June 2010 - September 2011
Gucci October 2010 - May 2011
Skills
Microsoft Word, PowerPoint, Strategic Sales Plans, Detailed Organization, Work Ethic, Sales, Project Team Management, Public Relations, Positive Team Player, Passion for Success, Microsoft Excel, Sales Management, Marketing Communications, Organization, Customer Service, Public Speaking, Leadership, Competitive Analysis
Education
Boston University 2008 — 2012
Graduated magna cum laude, Bachelor of Science (BS), Communication, Public Relations, International Relations
Greenwich Academy 1997 — 2008
High School Diploma
UBS August 2015 - Present
Nestlé Purina North America February 2014 - July 2015
Nestlé S.A. July 2012 - February 2014
Viacom June 2011 - September 2011
Merrill Lynch June 2010 - September 2011
Gucci October 2010 - May 2011
Skills
Microsoft Word, PowerPoint, Strategic Sales Plans, Detailed Organization, Work Ethic, Sales, Project Team Management, Public Relations, Positive Team Player, Passion for Success, Microsoft Excel, Sales Management, Marketing Communications, Organization, Customer Service, Public Speaking, Leadership, Competitive Analysis
Education
Boston University 2008 — 2012
Graduated magna cum laude, Bachelor of Science (BS), Communication, Public Relations, International Relations
Greenwich Academy 1997 — 2008
High School Diploma
Bobby Leith Bobby Leith's UBS Experience 2007 - 2007
Job Incoming Investment Banking Associate at Barclays
Industry Investment Banking
Experience
Barclays August 2015 - Present
Barclays 2015 - 2015
Loopsive 2014 - 2014
Citadel / Northern Trust 2011 - 2013
PwC / Infosys 2008 - 2011
UBS 2007 - 2007
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Stockholm School of Economics
Boston University 2004 — 2008
Bachelor of Science (BS), Engineering
Technische Universität Dresden
Deerfield High School 2000 — 2004
Barclays August 2015 - Present
Barclays 2015 - 2015
Loopsive 2014 - 2014
Citadel / Northern Trust 2011 - 2013
PwC / Infosys 2008 - 2011
UBS 2007 - 2007
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Stockholm School of Economics
Boston University 2004 — 2008
Bachelor of Science (BS), Engineering
Technische Universität Dresden
Deerfield High School 2000 — 2004
Jillian MacIsaac Jillian MacIsaac's UBS Experience May 2008 - August 2008
Job MBA Candidate BC 2016 | Marketing Programs at SimpliVity
Industry Information Technology and Services
Experience
SimpliVity Corporation September 2015 - Present
LogMeIn February 2015 - August 2015
EMC June 2013 - February 2015
EMC August 2012 - May 2013
EMC July 2009 - August 2012
UBS May 2008 - August 2008
Quantech Services Inc June 2007 - September 2007
Skills
Salesforce.com, Forecasting, Microsoft Excel, Access, CRM, PowerPoint, OBIEE, salesPRISM, Management, Leadership, Sales Operations, Business Analysis, Solution Selling, Enterprise Software, Analytics, Sales, Strategy, Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Bryant University 2005 — 2009
BSIB, International Business - Finance
North Quincy High School, Quincy Ma. 2001 — 2005
High School
Boston Language Institute
SimpliVity Corporation September 2015 - Present
LogMeIn February 2015 - August 2015
EMC June 2013 - February 2015
EMC August 2012 - May 2013
EMC July 2009 - August 2012
UBS May 2008 - August 2008
Quantech Services Inc June 2007 - September 2007
Skills
Salesforce.com, Forecasting, Microsoft Excel, Access, CRM, PowerPoint, OBIEE, salesPRISM, Management, Leadership, Sales Operations, Business Analysis, Solution Selling, Enterprise Software, Analytics, Sales, Strategy, Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Bryant University 2005 — 2009
BSIB, International Business - Finance
North Quincy High School, Quincy Ma. 2001 — 2005
High School
Boston Language Institute
James Kinnaird's UBS Experience June 2008 - September 2008
Job Microsoft Dynamics AX Consultant at HSO
Industry Restaurants
Experience
HSO January 2014 - Present
James Kinnaird Design August 2007 - December 2013
Pizza Persona February 2011 - January 2013
North Shore Country Day School August 2010 - October 2011
Kinvera Creative Services January 2010 - May 2010
UBURGER September 2007 - May 2010
RSA Films May 2009 - August 2009
TACTIC Creative Services March 2009 - May 2009
UBS June 2008 - September 2008
Skills
Graphic Design, Brochures, Editing, Graphics, Film, Business Analysis, Entrepreneurship, New Business Development, Business Strategy, Business Process..., Operations Management, Vendor Management, Photoshop, User Experience, Facebook, Social Media Marketing, Mac, Adobe Creative Suite, Project Management, Strategy Implementation, Marketing Strategy, Finance, Web Development, Business Process
Education
Boston University - School of Management 2006 — 2010
Bachelor of Science in Business Administration, Finance and Operations & Technology Management
HSO January 2014 - Present
James Kinnaird Design August 2007 - December 2013
Pizza Persona February 2011 - January 2013
North Shore Country Day School August 2010 - October 2011
Kinvera Creative Services January 2010 - May 2010
UBURGER September 2007 - May 2010
RSA Films May 2009 - August 2009
TACTIC Creative Services March 2009 - May 2009
UBS June 2008 - September 2008
Skills
Graphic Design, Brochures, Editing, Graphics, Film, Business Analysis, Entrepreneurship, New Business Development, Business Strategy, Business Process..., Operations Management, Vendor Management, Photoshop, User Experience, Facebook, Social Media Marketing, Mac, Adobe Creative Suite, Project Management, Strategy Implementation, Marketing Strategy, Finance, Web Development, Business Process
Education
Boston University - School of Management 2006 — 2010
Bachelor of Science in Business Administration, Finance and Operations & Technology Management
James Chittenden's UBS Experience 2004 - 2005
Job President at Triumph Business Services
Industry Financial Services
Experience
Small Business Development Center at the University of South Florida August 2014 - Present
Triumph Business Communications December 2012 - Present
Triumph Business Services December 2012 - Present
Florida Boxing Commission 2006 - Present
Atlas Banc June 2010 - January 2013
Bank of America December 2011 - December 2012
Colonial Bank 2008 - 2009
SunTrust Bank 2006 - 2008
UBS 2004 - 2005
US Marine Corps 1995 - 2003
Skills
Investments, Portfolio Management, Banking, Strategic Financial..., Training, Start-ups, Marketing, Media Relations, Finance, Financial Services, Small Business, Insurance, Series 7, Sales, Recruiting, Public Relations, Strategy, Securities, Leadership, Executive Management, Corporate Communications, Business Development, Mergers & Acquisitions, Strategic Planning, Government, Entrepreneurship, Management Consulting, Business Strategy, Business, Management, Business Planning, Crisis Management, Strategic Partnerships, New Business Development, Risk Management, Budgets, Financial Planning
Education
Boston University 2002 — 2004
MS, Business Administration
Florida State University 1992 — 1994
BS, History/Economics
Small Business Development Center at the University of South Florida August 2014 - Present
Triumph Business Communications December 2012 - Present
Triumph Business Services December 2012 - Present
Florida Boxing Commission 2006 - Present
Atlas Banc June 2010 - January 2013
Bank of America December 2011 - December 2012
Colonial Bank 2008 - 2009
SunTrust Bank 2006 - 2008
UBS 2004 - 2005
US Marine Corps 1995 - 2003
Skills
Investments, Portfolio Management, Banking, Strategic Financial..., Training, Start-ups, Marketing, Media Relations, Finance, Financial Services, Small Business, Insurance, Series 7, Sales, Recruiting, Public Relations, Strategy, Securities, Leadership, Executive Management, Corporate Communications, Business Development, Mergers & Acquisitions, Strategic Planning, Government, Entrepreneurship, Management Consulting, Business Strategy, Business, Management, Business Planning, Crisis Management, Strategic Partnerships, New Business Development, Risk Management, Budgets, Financial Planning
Education
Boston University 2002 — 2004
MS, Business Administration
Florida State University 1992 — 1994
BS, History/Economics
Paul DesOrmeaux's UBS Experience June 2011 - January 2014
Job Account Manager at iSpot.tv, Inc.
Industry Online Media
Experience
iSpot.tv, Inc. April 2014 - Present
CakeWorks LLC January 2014 - April 2014
UBS June 2011 - January 2014
Yahoo! March 2010 - April 2011
Tremor Video August 2008 - January 2010
Yahoo! March 2007 - August 2008
NBC Universal May 2005 - March 2007
RealNetworks June 1997 - February 2005
FileNet 1992 - 1997
Shiva Corporation 1990 - 1992
Skills
Digital Media, Project Management, Video Conferencing, Telepresence, Streaming Media, Cisco Telepresence, Video, Advertising, CRM, Digital Video, Online Advertising, Broadband, Web Video, Multimedia, Management, Pre-sales, Sales, Content Management, Partner Management, Enterprise Software, Web Analytics, Strategic Partnerships, Mobile Devices, Analytics, Digital Strategy, SaaS, Digital Marketing, Content Strategy, VOD, Online Marketing, Salesforce.com, Business Development, Mobile Applications, Marketing, E-commerce, Product Management, Cloud Computing, Product Marketing, Broadcast, IPTV, Go-to-market Strategy, Start-ups, Strategy, Lead Generation, Mobile Technology, User Experience, Professional Services, Agile Project Management
Education
Boston University 1987 — 1991
Associate
iSpot.tv, Inc. April 2014 - Present
CakeWorks LLC January 2014 - April 2014
UBS June 2011 - January 2014
Yahoo! March 2010 - April 2011
Tremor Video August 2008 - January 2010
Yahoo! March 2007 - August 2008
NBC Universal May 2005 - March 2007
RealNetworks June 1997 - February 2005
FileNet 1992 - 1997
Shiva Corporation 1990 - 1992
Skills
Digital Media, Project Management, Video Conferencing, Telepresence, Streaming Media, Cisco Telepresence, Video, Advertising, CRM, Digital Video, Online Advertising, Broadband, Web Video, Multimedia, Management, Pre-sales, Sales, Content Management, Partner Management, Enterprise Software, Web Analytics, Strategic Partnerships, Mobile Devices, Analytics, Digital Strategy, SaaS, Digital Marketing, Content Strategy, VOD, Online Marketing, Salesforce.com, Business Development, Mobile Applications, Marketing, E-commerce, Product Management, Cloud Computing, Product Marketing, Broadcast, IPTV, Go-to-market Strategy, Start-ups, Strategy, Lead Generation, Mobile Technology, User Experience, Professional Services, Agile Project Management
Education
Boston University 1987 — 1991
Associate
Samia Tony Nassif's UBS Experience June 2013 - August 2013
Job Intern at TD Ameritrade
Industry
Experience
TD Ameritrade May 2015 - Present
Gamma Phi Beta Sorority December 2013 - Present
General Accounting Office at Boston University January 2015 - Present
Bank of America June 2014 - September 2014
UBS June 2013 - August 2013
Skills
Time Management, Self-starter, Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Creative Problem Solving, Communication, Event Management, Social Media Marketing, Leadership
Education
Boston University 2012 — 2016
Finance and Marketing
Westwood High School 2008 — 2012
TD Ameritrade May 2015 - Present
Gamma Phi Beta Sorority December 2013 - Present
General Accounting Office at Boston University January 2015 - Present
Bank of America June 2014 - September 2014
UBS June 2013 - August 2013
Skills
Time Management, Self-starter, Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Creative Problem Solving, Communication, Event Management, Social Media Marketing, Leadership
Education
Boston University 2012 — 2016
Finance and Marketing
Westwood High School 2008 — 2012
Sara Ruotsala's UBS Experience October 2002 - December 2004
Job Wealth Manager at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC August 2013 - Present
Girard Securities July 2010 - Present
Dunn Hogerty Private Wealth Counseling December 2004 - Present
United Capital Financial Partners, Inc July 2010 - August 2013
UBS October 2002 - December 2004
Morgan Stanley May 2001 - April 2002
The Alaska Club September 2000 - May 2001
Boston University 1998 - 2000
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Series 7, Asset Allocation, Securities, Series 63, Retirement, Estate Planning, Investments, Portfolio Management, Strategic Financial..., Asset Management
Education
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Cum Laude, Political Science
Robert Service High School 1992 — 1996
Wawona Elementary School
United Capital Financial Advisers, LLC August 2013 - Present
Girard Securities July 2010 - Present
Dunn Hogerty Private Wealth Counseling December 2004 - Present
United Capital Financial Partners, Inc July 2010 - August 2013
UBS October 2002 - December 2004
Morgan Stanley May 2001 - April 2002
The Alaska Club September 2000 - May 2001
Boston University 1998 - 2000
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Series 7, Asset Allocation, Securities, Series 63, Retirement, Estate Planning, Investments, Portfolio Management, Strategic Financial..., Asset Management
Education
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Cum Laude, Political Science
Robert Service High School 1992 — 1996
Wawona Elementary School
Will Carroll, PMP, Associate of (ISC)² -CISSP's UBS Experience June 2007 - August 2007
Job Information Risk professional with Project Management and Process Excellence experience
Industry Financial Services
Experience
The Hartford July 2015 - Present
The Hartford August 2013 - June 2015
The Hartford June 2012 - August 2013
The Hartford July 2010 - June 2012
The Hartford July 2008 - July 2010
Boston University School of Management September 2007 - May 2008
UBS June 2007 - August 2007
Skills
Business Performance..., KPI Dashboards, Balanced Scorecard, Risk Management, Information Security..., Information Protection, Compliance, Project Management, Information Security..., ISO 27000, PCI DSS, Critical Thinking, Strategic Analysis, Teamwork, Project Execution, RSA Archer eGRC, SharePoint, Information Security, Security, Data Privacy, Analysis, Information Technology, Leadership, Management, Access, Financial Analysis
Education
University of Connecticut
MBA
Boston University 2008 — 2010
MS Computer Information Systems, Security
Boston University Questrom School of Business 2004 — 2008
BS Business Administration, Concentrations in Finance and Management Information Systems
The Hartford July 2015 - Present
The Hartford August 2013 - June 2015
The Hartford June 2012 - August 2013
The Hartford July 2010 - June 2012
The Hartford July 2008 - July 2010
Boston University School of Management September 2007 - May 2008
UBS June 2007 - August 2007
Skills
Business Performance..., KPI Dashboards, Balanced Scorecard, Risk Management, Information Security..., Information Protection, Compliance, Project Management, Information Security..., ISO 27000, PCI DSS, Critical Thinking, Strategic Analysis, Teamwork, Project Execution, RSA Archer eGRC, SharePoint, Information Security, Security, Data Privacy, Analysis, Information Technology, Leadership, Management, Access, Financial Analysis
Education
University of Connecticut
MBA
Boston University 2008 — 2010
MS Computer Information Systems, Security
Boston University Questrom School of Business 2004 — 2008
BS Business Administration, Concentrations in Finance and Management Information Systems
Edward Flynn's UBS Experience February 2012 - December 2012
Job DoddFrank: Volcker Rule, Technical Consultant implementation
Industry Financial Services
Experience
Charcoal Consulting, LLC January 2002 - Present
RBS Greenwich Capital January 2013 - December 2013
UBS February 2012 - December 2012
Bank of Tokyo-Mitsubishi UFJ July 2010 - January 2012
Citi April 2009 - July 2010
Bank of Tokyo-Mitsubishi UFJ November 2006 - January 2009
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) January 2006 - October 2006
Bank of Tokyo-Mitsubishi UFJ December 2002 - January 2006
Industrial Bank of Japan January 1999 - June 2000
Citi May 1995 - June 1998
Skills
Business Analysis, Risk Management, SDLC, Financial Services, Business Requirements, Financial Risk, Market Risk, Banking, Credit Risk, Operational Risk, Data Warehousing, Business Intelligence, ETL, Operational Risk..., SQL, Swaps, Securities, Risk Assessment, Business Objects, Microsoft Office, Dodd-Frank, Databases, Capital Markets, Trading Systems, Risk Based Testing, Database Design, Data Modeling, Data Warehouse..., Teradata, Data Integration, Microsoft SQL Server, PL/SQL, DB2, Microsoft Access..., Metadata Management, ACBS, Wall Street Systems, Oracle General Ledger, Functional..., Data Governance, KYC, Corporate Governance, Standards Compliance, Financial Markets, Interest Rate..., Sybase, Stress Testing, Visio, Volcker, Risk Mitigating Hedging
Education
Boston University 1993 — 1994
Master of Business Administration (MBA), Finance and Financial Management Services, 3.7
University of Delaware 1991 — 1991
Bachelor of Science (B.S.), Major: Finance; Minor: History
Charcoal Consulting, LLC January 2002 - Present
RBS Greenwich Capital January 2013 - December 2013
UBS February 2012 - December 2012
Bank of Tokyo-Mitsubishi UFJ July 2010 - January 2012
Citi April 2009 - July 2010
Bank of Tokyo-Mitsubishi UFJ November 2006 - January 2009
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) January 2006 - October 2006
Bank of Tokyo-Mitsubishi UFJ December 2002 - January 2006
Industrial Bank of Japan January 1999 - June 2000
Citi May 1995 - June 1998
Skills
Business Analysis, Risk Management, SDLC, Financial Services, Business Requirements, Financial Risk, Market Risk, Banking, Credit Risk, Operational Risk, Data Warehousing, Business Intelligence, ETL, Operational Risk..., SQL, Swaps, Securities, Risk Assessment, Business Objects, Microsoft Office, Dodd-Frank, Databases, Capital Markets, Trading Systems, Risk Based Testing, Database Design, Data Modeling, Data Warehouse..., Teradata, Data Integration, Microsoft SQL Server, PL/SQL, DB2, Microsoft Access..., Metadata Management, ACBS, Wall Street Systems, Oracle General Ledger, Functional..., Data Governance, KYC, Corporate Governance, Standards Compliance, Financial Markets, Interest Rate..., Sybase, Stress Testing, Visio, Volcker, Risk Mitigating Hedging
Education
Boston University 1993 — 1994
Master of Business Administration (MBA), Finance and Financial Management Services, 3.7
University of Delaware 1991 — 1991
Bachelor of Science (B.S.), Major: Finance; Minor: History
Lia Barber's UBS Experience June 2014 - August 2014
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
UBS June 2014 - August 2014
Kinsale Capital Management March 2014 - April 2014
UBS May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Teamwork, English, Microsoft Office
Education
Boston University Questrom School of Business 2011 — 2015
B.S.B.A, Business Administration, Finance Concentration
Immaculate Heart Academy 2007 — 2011
Highschool, Academics
AXA Advisors July 2015 - Present
UBS June 2014 - August 2014
Kinsale Capital Management March 2014 - April 2014
UBS May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Teamwork, English, Microsoft Office
Education
Boston University Questrom School of Business 2011 — 2015
B.S.B.A, Business Administration, Finance Concentration
Immaculate Heart Academy 2007 — 2011
Highschool, Academics
Monica Kukreja's UBS Experience June 2012 - August 2012
Job Student at Boston University School of Management
Industry
Experience
PD Properties June 2014 - August 2014
Keystone Equities LLC June 2014 - August 2014
UBS June 2012 - August 2012
Skills
Teamwork, Social Media Marketing, Marketing, Financial Analysis, Team Leadership, Market Research, Advertising, Marketing Communications, Microsoft Excel, PowerPoint, Microsoft Word, Facebook, Social Networking, Microsoft Office
Education
Boston University 2011 — 2015
PD Properties June 2014 - August 2014
Keystone Equities LLC June 2014 - August 2014
UBS June 2012 - August 2012
Skills
Teamwork, Social Media Marketing, Marketing, Financial Analysis, Team Leadership, Market Research, Advertising, Marketing Communications, Microsoft Excel, PowerPoint, Microsoft Word, Facebook, Social Networking, Microsoft Office
Education
Boston University 2011 — 2015
Andrew Roskill Andrew Roskill's UBS Experience August 1998 - August 2002
Job CEO at BiblioLabs
Industry Computer Software
Experience
BiblioLabs July 2007 - Present
Amazon April 2005 - October 2006
BookSurge July 2003 - April 2005
UBS August 1998 - August 2002
Credit Suisse April 1998 - August 1998
Morgan Stanley Smith Barney June 1996 - April 1998
Alex. Brown & Sons March 1995 - June 1996
Microsoft July 1993 - March 1995
Computervision May 1989 - June 1993
Skills
Venture Capital, Strategic Partnerships, Strategy, Mergers & Acquisitions, Business Development, Enterprise Software, E-commerce, Due Diligence, Business Planning, Investments, Management, Investment Banking, Leadership, Strategic Planning, CRM, IPO, Finance, Equity Research, Derivatives, Trading, Start-ups, Corporate Development, Mergers, Executive Management, Marketing, Forecasting, Strategic Financial..., Entrepreneurship, Private Equity, Competitive Analysis, Publishing, Market Research, Mobile Devices, Valuation, B2B, Analytics, Business Strategy, Financial Modeling, International Business, Financial Planning
Education
Boston University - School of Management 1987 — 1989
Master of Business Administration
Alliance Française, Paris France 1986 — 1987
Diplôme de Langue Supérieur, French
Purchase College, SUNY 1981 — 1985
Bachelor of Arts, Literature
BiblioLabs July 2007 - Present
Amazon April 2005 - October 2006
BookSurge July 2003 - April 2005
UBS August 1998 - August 2002
Credit Suisse April 1998 - August 1998
Morgan Stanley Smith Barney June 1996 - April 1998
Alex. Brown & Sons March 1995 - June 1996
Microsoft July 1993 - March 1995
Computervision May 1989 - June 1993
Skills
Venture Capital, Strategic Partnerships, Strategy, Mergers & Acquisitions, Business Development, Enterprise Software, E-commerce, Due Diligence, Business Planning, Investments, Management, Investment Banking, Leadership, Strategic Planning, CRM, IPO, Finance, Equity Research, Derivatives, Trading, Start-ups, Corporate Development, Mergers, Executive Management, Marketing, Forecasting, Strategic Financial..., Entrepreneurship, Private Equity, Competitive Analysis, Publishing, Market Research, Mobile Devices, Valuation, B2B, Analytics, Business Strategy, Financial Modeling, International Business, Financial Planning
Education
Boston University - School of Management 1987 — 1989
Master of Business Administration
Alliance Française, Paris France 1986 — 1987
Diplôme de Langue Supérieur, French
Purchase College, SUNY 1981 — 1985
Bachelor of Arts, Literature
Gillian Bodgas's UBS Experience June 2008 - August 2008
Job Associate Manager, Recruitment Analysis & Operations at Sirius XM Radio Inc.
Industry Human Resources
Experience
Sirius XM Radio Inc. September 2015 - Present
Masa Israel Journey August 2013 - August 2015
Teach For All June 2012 - August 2013
Teach For All February 2012 - July 2012
Teach for America October 2010 - February 2012
BosMUN September 2009 - February 2010
International Centre for Parliamentary Studies February 2009 - April 2009
Boston Area Model United Nations Conference (BarMUN) March 2008 - October 2008
UBS June 2008 - August 2008
Skills
Microsoft Office, French, Organizing, Non-profits, Administration, International Relations, Budgeting, Customer Service, Data Analysis, Data Entry, Accounts Payable, Third Party Vendor..., Teaching, Vendor Management, Management, Nonprofits, Human Resources, Research, Budgets, Leadership, Event Planning, Training, Community Outreach, Project Management, Public Speaking
Education
Boston University 2006 — 2010
BA, Political Science, French
Boston University London Internship 2009 — 2009
Bachelor's degree, Political Science and International Relations
Sirius XM Radio Inc. September 2015 - Present
Masa Israel Journey August 2013 - August 2015
Teach For All June 2012 - August 2013
Teach For All February 2012 - July 2012
Teach for America October 2010 - February 2012
BosMUN September 2009 - February 2010
International Centre for Parliamentary Studies February 2009 - April 2009
Boston Area Model United Nations Conference (BarMUN) March 2008 - October 2008
UBS June 2008 - August 2008
Skills
Microsoft Office, French, Organizing, Non-profits, Administration, International Relations, Budgeting, Customer Service, Data Analysis, Data Entry, Accounts Payable, Third Party Vendor..., Teaching, Vendor Management, Management, Nonprofits, Human Resources, Research, Budgets, Leadership, Event Planning, Training, Community Outreach, Project Management, Public Speaking
Education
Boston University 2006 — 2010
BA, Political Science, French
Boston University London Internship 2009 — 2009
Bachelor's degree, Political Science and International Relations
Yaoyubai (Sharon) Xiao's UBS Experience July 2011 - August 2011
Job Financial Operations Professional at State Street
Industry Financial Services
Experience
State Street August 2014 - Present
Founder Securities June 2013 - July 2013
UBS July 2011 - August 2011
GF Fund Management Co., Ltd. July 2010 - August 2010
Skills
Capital Markets, Quantitative Analytics, Investment Banking, Data Analysis, Statistical Modeling, Bloomberg Terminal, Investments, Portfolio Management, Quantitative Finance, Analysis, Microsoft Excel, Fundamental Analysis, M&A analysis, Financial Engineering, Microsoft Office (Excel..., Equities, Derivatives, Fixed Income, Thomson One Analytics, Mandarin, Financial Modeling
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (MS), Operations Research
Boston University 2008 — 2012
BA, Economics and Mathematics
State Street August 2014 - Present
Founder Securities June 2013 - July 2013
UBS July 2011 - August 2011
GF Fund Management Co., Ltd. July 2010 - August 2010
Skills
Capital Markets, Quantitative Analytics, Investment Banking, Data Analysis, Statistical Modeling, Bloomberg Terminal, Investments, Portfolio Management, Quantitative Finance, Analysis, Microsoft Excel, Fundamental Analysis, M&A analysis, Financial Engineering, Microsoft Office (Excel..., Equities, Derivatives, Fixed Income, Thomson One Analytics, Mandarin, Financial Modeling
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (MS), Operations Research
Boston University 2008 — 2012
BA, Economics and Mathematics
Robert Audet, CFP® Robert Audet, CFP®'s UBS Experience 2006 - 2008
Job Managing Partner at Atlantic Capital Advisors, LLC
Industry Financial Services
Experience
Atlantic Capital Advisors, LLC February 2015 - Present
Audet Wealth Advisors December 2010 - Present
LPL Financial December 2010 - Present
JP Morgan Chase July 2008 - December 2010
UBS 2006 - 2008
Wachovia Securities 2000 - 2006
Morgan Stanley 1995 - 2000
Skills
Retirement Planning, Alternative Investments, Estate Planning, Asset Allocation, Mutual Funds, Investments, Bonds, Stocks, Fixed Annuities, Wealth Management, Series 7, Investment Strategies, Investment Advisory, Strategic Financial..., Portfolio Management, Series 63, Series 65, Financial Advisory, Finance
Education
University of Florida 1986 — 1991
B.S., Real Estate and Finance
Boston University 2006 — 2011
Financial Planning, Financial Planning
Atlantic Capital Advisors, LLC February 2015 - Present
Audet Wealth Advisors December 2010 - Present
LPL Financial December 2010 - Present
JP Morgan Chase July 2008 - December 2010
UBS 2006 - 2008
Wachovia Securities 2000 - 2006
Morgan Stanley 1995 - 2000
Skills
Retirement Planning, Alternative Investments, Estate Planning, Asset Allocation, Mutual Funds, Investments, Bonds, Stocks, Fixed Annuities, Wealth Management, Series 7, Investment Strategies, Investment Advisory, Strategic Financial..., Portfolio Management, Series 63, Series 65, Financial Advisory, Finance
Education
University of Florida 1986 — 1991
B.S., Real Estate and Finance
Boston University 2006 — 2011
Financial Planning, Financial Planning
Daniel Lewin Daniel Lewin's UBS Experience March 2009 - Present
Job UBS
Industry Financial Services
Experience
UBS March 2009 - Present
Morgan Stanley Smith Barney April 2006 - March 2009
Merrill Lynch March 2004 - March 2006
Education
Boston College - Carroll School of Management 1996 — 1999
Bachelor's degree, Finance
Rutgers University 1995 — 1996
Bachelor of Arts (B.A.), Political Science
UBS March 2009 - Present
Morgan Stanley Smith Barney April 2006 - March 2009
Merrill Lynch March 2004 - March 2006
Education
Boston College - Carroll School of Management 1996 — 1999
Bachelor's degree, Finance
Rutgers University 1995 — 1996
Bachelor of Arts (B.A.), Political Science
Frohman Mark's UBS Experience March 2003 - April 2007
Job Vice President Internal Audit at ADP
Industry Information Services
Experience
ADP April 2007 - Present
UBS March 2003 - April 2007
Citi June 1990 - March 2003
Skills
Sarbanes-Oxley Act, Series 7 (General..., Enterprise Risk..., Internal Audit, Internal Controls, SAS 70 / SOC 1 Reporting, Banking / Brokerage..., Quality Assurance Review, Due Diligence, Operations Audit, Financial Audits, Compliance, Management, Staff Development, Drafting Policies, Procedures Documentation, Operational Risk..., IT Audit, Auditing, Financial Risk, SEC filings, Fraud, Risk Management, SAS70, Managerial Finance, Financial Reporting, Risk Assessment, Financial Services, Operational Risk, AML, Securities, US GAAP
Education
Boston University 1986 — 1990
Bachelor of Arts, Economics
ADP April 2007 - Present
UBS March 2003 - April 2007
Citi June 1990 - March 2003
Skills
Sarbanes-Oxley Act, Series 7 (General..., Enterprise Risk..., Internal Audit, Internal Controls, SAS 70 / SOC 1 Reporting, Banking / Brokerage..., Quality Assurance Review, Due Diligence, Operations Audit, Financial Audits, Compliance, Management, Staff Development, Drafting Policies, Procedures Documentation, Operational Risk..., IT Audit, Auditing, Financial Risk, SEC filings, Fraud, Risk Management, SAS70, Managerial Finance, Financial Reporting, Risk Assessment, Financial Services, Operational Risk, AML, Securities, US GAAP
Education
Boston University 1986 — 1990
Bachelor of Arts, Economics
Charles Harriman's UBS Experience
Job Vice President Investments at UBS
Industry Financial Services
Experience
UBS
Skills
Corporate Finance, Fly Fishing, Tennis&Golf?
Education
Boston University - School of Management 1958 — 1960
Bachelor of Business Administration (B.B.A.), BUSINESS & FINANCE, HIGH GRADES
Maine Maritime Academy 1953 — 1956
Bachelor's Degree, Marine engineering, High
UBS
Skills
Corporate Finance, Fly Fishing, Tennis&Golf?
Education
Boston University - School of Management 1958 — 1960
Bachelor of Business Administration (B.B.A.), BUSINESS & FINANCE, HIGH GRADES
Maine Maritime Academy 1953 — 1956
Bachelor's Degree, Marine engineering, High
Matthew Hickerson, Financial Marketing's UBS Experience 2007 - 2010
Job Americas Head of Corporate Communications & Marketing at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group August 2011 - Present
Independent Marketing and Communications Consulting 2010 - 2011
UBS 2007 - 2010
Credit Suisse 1995 - 2007
New York State Assemby 1994 - 1995
Town of Huntington, NY 1991 - 1994
United States House of Representatives 1986 - 1989
Skills
Public Relations, Advertising, Sponsorship, Strategic Communications, Journalism, Public Policy, Corporate Communications, Marketing Communications, Internal Communications, Digital Marketing, Marketing Strategy, Media Relations, Crisis Communications, Strategic Planning, Integrated Marketing, Financial Services, Social Media, Content Strategy, Online Marketing, Copywriting, Speech Writing, B2B Marketing, Social Media Marketing, Communication Training, Press Releases, Leadership, Newsletters, Brand Management, Event Planning, Product Marketing, Thought Leadership, Strategy, Marketing, Digital Strategy, Brand Development, Investor Relations, Management, Reputation Management, Corporate Branding
Education
Columbia University - Graduate School of Journalism 1989 — 1990
MS, Journalism
Boston University 1982 — 1986
B.A., Political Science, minor in History
Harborfields HS
Macquarie Group August 2011 - Present
Independent Marketing and Communications Consulting 2010 - 2011
UBS 2007 - 2010
Credit Suisse 1995 - 2007
New York State Assemby 1994 - 1995
Town of Huntington, NY 1991 - 1994
United States House of Representatives 1986 - 1989
Skills
Public Relations, Advertising, Sponsorship, Strategic Communications, Journalism, Public Policy, Corporate Communications, Marketing Communications, Internal Communications, Digital Marketing, Marketing Strategy, Media Relations, Crisis Communications, Strategic Planning, Integrated Marketing, Financial Services, Social Media, Content Strategy, Online Marketing, Copywriting, Speech Writing, B2B Marketing, Social Media Marketing, Communication Training, Press Releases, Leadership, Newsletters, Brand Management, Event Planning, Product Marketing, Thought Leadership, Strategy, Marketing, Digital Strategy, Brand Development, Investor Relations, Management, Reputation Management, Corporate Branding
Education
Columbia University - Graduate School of Journalism 1989 — 1990
MS, Journalism
Boston University 1982 — 1986
B.A., Political Science, minor in History
Harborfields HS
Denise Gonzalez's UBS Experience October 2014 - Present
Job Wealth Management Intern at UBS
Industry Higher Education
Experience
UBS October 2014 - Present
Nordstrom June 2014 - August 2014
Entercom May 2013 - September 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media Marketing, Market Research, Microsoft Office, Social Media, Research, Customer Service
Education
Boston College - Carroll School of Management 2011 — 2015
Finance, Management and Leadership
La Jolla Country Day School
UBS October 2014 - Present
Nordstrom June 2014 - August 2014
Entercom May 2013 - September 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media Marketing, Market Research, Microsoft Office, Social Media, Research, Customer Service
Education
Boston College - Carroll School of Management 2011 — 2015
Finance, Management and Leadership
La Jolla Country Day School
Eric Andersen's UBS Experience 2005 - 2006
Job Manifesting & Monetizing Value Through Quality Management Best Practices
Industry Information Technology and Services
Experience
Zipps Millspaugh Holding Company, LLC. 2006 - Present
UBS 2005 - 2006
Sun Microsystems 2000 - 2004
TEKsystems 1999 - 2000
CompuCom 1997 - 1999
United Artists 1996 - 1997
Skills
Team Leadership, Project Management, Program Management, Networking, Management, Security, Strategic Planning, Customer Service, Team Management, Data Analysis, Technical Support, Microsoft Office, HTML, Servers, Decision Analysis, IT Infrastructure..., Mineral Rights, Revenue Forecasting, Personal Financial..., Retention Strategies, Technical Presentations, Customer Satisfaction, IT Solutions, Supervisory Experience, SQL, Issue Resolution, Coaching, Microsoft Project, Building Relationships, Root Cause Analysis, ITIL, Vendor Management, Enterprise Software, Leadership, Information Technology
Education
Boston University 1987 — 1991
Bachelor of Science in Business Administration, Finance and Operations
Denver Technical College 1995 — 1997
Associate of Science (A.S.), Network Administration
Brewster Academy 1984 — 1987
Zipps Millspaugh Holding Company, LLC. 2006 - Present
UBS 2005 - 2006
Sun Microsystems 2000 - 2004
TEKsystems 1999 - 2000
CompuCom 1997 - 1999
United Artists 1996 - 1997
Skills
Team Leadership, Project Management, Program Management, Networking, Management, Security, Strategic Planning, Customer Service, Team Management, Data Analysis, Technical Support, Microsoft Office, HTML, Servers, Decision Analysis, IT Infrastructure..., Mineral Rights, Revenue Forecasting, Personal Financial..., Retention Strategies, Technical Presentations, Customer Satisfaction, IT Solutions, Supervisory Experience, SQL, Issue Resolution, Coaching, Microsoft Project, Building Relationships, Root Cause Analysis, ITIL, Vendor Management, Enterprise Software, Leadership, Information Technology
Education
Boston University 1987 — 1991
Bachelor of Science in Business Administration, Finance and Operations
Denver Technical College 1995 — 1997
Associate of Science (A.S.), Network Administration
Brewster Academy 1984 — 1987
Jeffrey Gersten's UBS Experience April 2014 - Present
Job Senior Vice President Wealth Management Senior Portfolio Manager
Industry Financial Services
Experience
UBS April 2014 - Present
UBS Financial Services March 2013 - Present
UBS Financial Services March 2009 - March 2013
Morgan Stanley Smith Barney February 2002 - February 2009
Merrill Lynch September 1998 - February 2002
Education
Boston University 1994 — 1998
Bachelor of Science
UBS April 2014 - Present
UBS Financial Services March 2013 - Present
UBS Financial Services March 2009 - March 2013
Morgan Stanley Smith Barney February 2002 - February 2009
Merrill Lynch September 1998 - February 2002
Education
Boston University 1994 — 1998
Bachelor of Science
R. Alex Hickman R. Alex Hickman's UBS Experience February 2010 - June 2010
Job Principal Examiner at NCUA
Industry Financial Services
Experience
NCUA November 2014 - Present
NCUA November 2010 - November 2014
The Hershey Company May 2010 - November 2010
UBS February 2010 - June 2010
Apple September 2007 - June 2009
Stoel Rives LLP July 2006 - June 2007
Skills
Private Pilot License, Analysis, Management, Finance, Training, Business Development, Sales, Business Strategy, Financial Services, Customer Service, Risk Assessment, Financial Accounting, Wealth Management, Financial Advisory, Credit Unions, Security Clearance, Private Pilot
Education
Jack Welch Management Institute 2014 — 2017
Master of Business Administration (M.B.A.)
Boston University 2011 — 2013
Master's Degree, Master of Science in Banking and Financial Management
Portland State University - School of Business 2007 — 2010
Bachelor in Arts, Business Administration: Finance
International University of Monaco 2009 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
NCUA November 2014 - Present
NCUA November 2010 - November 2014
The Hershey Company May 2010 - November 2010
UBS February 2010 - June 2010
Apple September 2007 - June 2009
Stoel Rives LLP July 2006 - June 2007
Skills
Private Pilot License, Analysis, Management, Finance, Training, Business Development, Sales, Business Strategy, Financial Services, Customer Service, Risk Assessment, Financial Accounting, Wealth Management, Financial Advisory, Credit Unions, Security Clearance, Private Pilot
Education
Jack Welch Management Institute 2014 — 2017
Master of Business Administration (M.B.A.)
Boston University 2011 — 2013
Master's Degree, Master of Science in Banking and Financial Management
Portland State University - School of Business 2007 — 2010
Bachelor in Arts, Business Administration: Finance
International University of Monaco 2009 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Amit Mathur Amit Mathur's UBS Experience September 2014 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS September 2014 - Present
Citi January 2013 - September 2014
Citi April 2008 - December 2012
Lehman Brothers December 2005 - April 2008
Progress Software (Sonic Software) August 2000 - November 2005
Unique Computing December 1999 - August 2000
L&T Infotech 1997 - 1999
Skills
Vendor Management, Solution Architecture, SDLC, Project Management, Equities, Financial Services, Project Delivery, Team Management, Requirements Analysis, Business Analysis, Solution Development, Management, Investment Banking, Business Development, Enterprise Architecture, Wealth Management, SOA, Offshore Management, Trading Systems, Financial Markets, Private Banking, Equity Research, Asset Management, Technology..., Mobile Technology, Requirements Gathering, IT Strategy, Wealth Management..., Financial Planning and..., Offshore Project..., Solutions Development, Private Wealth..., Mobile Applications, Mobile Strategy, Digital Strategy, Enterprise Mobility, Mobility Strategy, Social Media
Education
Boston University 2003 — 2005
Master of Science (MS), Computer Science
Jai Narain Vyas University 1993 — 1997
B. E., Computer Science
UBS September 2014 - Present
Citi January 2013 - September 2014
Citi April 2008 - December 2012
Lehman Brothers December 2005 - April 2008
Progress Software (Sonic Software) August 2000 - November 2005
Unique Computing December 1999 - August 2000
L&T Infotech 1997 - 1999
Skills
Vendor Management, Solution Architecture, SDLC, Project Management, Equities, Financial Services, Project Delivery, Team Management, Requirements Analysis, Business Analysis, Solution Development, Management, Investment Banking, Business Development, Enterprise Architecture, Wealth Management, SOA, Offshore Management, Trading Systems, Financial Markets, Private Banking, Equity Research, Asset Management, Technology..., Mobile Technology, Requirements Gathering, IT Strategy, Wealth Management..., Financial Planning and..., Offshore Project..., Solutions Development, Private Wealth..., Mobile Applications, Mobile Strategy, Digital Strategy, Enterprise Mobility, Mobility Strategy, Social Media
Education
Boston University 2003 — 2005
Master of Science (MS), Computer Science
Jai Narain Vyas University 1993 — 1997
B. E., Computer Science
Chad Adams CFP, ChFC Chad Adams CFP, ChFC's UBS Experience August 2005 - Present
Job Account Vice President
Industry Financial Services
Experience
UBS August 2005 - Present
UBS August 2005 - January 2008
Morgan Stanley April 2005 - August 2005
Education
Boston University 2013 — 2015
Master of Science (M.S.), Banking and Financial Services Management
University of Massachusetts, Amherst 2011 — 2013
Bachelor of Arts (B.A.), UWW - Financial Services and Investments
UBS August 2005 - Present
UBS August 2005 - January 2008
Morgan Stanley April 2005 - August 2005
Education
Boston University 2013 — 2015
Master of Science (M.S.), Banking and Financial Services Management
University of Massachusetts, Amherst 2011 — 2013
Bachelor of Arts (B.A.), UWW - Financial Services and Investments
Lucy Cheng's UBS Experience July 2012 - September 2012
Job FSR Experienced Associate at PwC
Industry Investment Management
Experience
PwC September 2013 - Present
State Street July 2013 - September 2013
UBS July 2012 - September 2012
GE June 2011 - August 2011
G2 Capital Advisors June 2011 - August 2011
HSBC July 2010 - August 2010
Education
Boston College - Carroll School of Management 2012 — 2013
MSF/MSA, Accounting and Finance
Boston University - School of Management 2009 — 2012
Bachelor of Science in Business Administration, Finance, Minor in Economics, Cum Laude
Harvard University 2009 — 2009
summer school, Finance
PwC September 2013 - Present
State Street July 2013 - September 2013
UBS July 2012 - September 2012
GE June 2011 - August 2011
G2 Capital Advisors June 2011 - August 2011
HSBC July 2010 - August 2010
Education
Boston College - Carroll School of Management 2012 — 2013
MSF/MSA, Accounting and Finance
Boston University - School of Management 2009 — 2012
Bachelor of Science in Business Administration, Finance, Minor in Economics, Cum Laude
Harvard University 2009 — 2009
summer school, Finance
Daniel A. Taylor Daniel A. Taylor's UBS Experience January 2006 - August 2008
Job Director, Global Compliance Analytics at Citi
Industry Financial Services
Experience
Citi 2013 - Present
Bessemer Trust 2009 - 2013
UBS January 2006 - August 2008
Merrill Lynch July 1992 - December 2005
United States Marine Corps 1984 - 1988
Skills
Compliance Management, Risk Assessment, Risk Management, Wealth Management..., Global Projects, Solution Implementation, Strategy, Analysis, Project Planning, Project Management, Financial Services, AML, FINRA, KYC, High Net Worth..., Financial Markets, Capital Markets, Hedge Funds, Private Equity, Asset Management, Emerging Markets, Risk Mitigation, Operational Risk, Banking Operations, Due Diligence, Securities, Leadership, Change Management, Investment Management, International Business, CIP, Bank Secrecy Act, USA PATRIOT Act, OFAC& Sanctions, Regulations E & 9, NASD Rules 3010 & 2012, Dodd-Frank, Securties Acts, Investments, Wealth Management, Financial Risk, Finance, Management, Equities, Fixed Income, Banking, Series 7
Education
Boston University 1985 — 1986
Master of Science (M.S.), Business Administration
Villanova University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Citi 2013 - Present
Bessemer Trust 2009 - 2013
UBS January 2006 - August 2008
Merrill Lynch July 1992 - December 2005
United States Marine Corps 1984 - 1988
Skills
Compliance Management, Risk Assessment, Risk Management, Wealth Management..., Global Projects, Solution Implementation, Strategy, Analysis, Project Planning, Project Management, Financial Services, AML, FINRA, KYC, High Net Worth..., Financial Markets, Capital Markets, Hedge Funds, Private Equity, Asset Management, Emerging Markets, Risk Mitigation, Operational Risk, Banking Operations, Due Diligence, Securities, Leadership, Change Management, Investment Management, International Business, CIP, Bank Secrecy Act, USA PATRIOT Act, OFAC& Sanctions, Regulations E & 9, NASD Rules 3010 & 2012, Dodd-Frank, Securties Acts, Investments, Wealth Management, Financial Risk, Finance, Management, Equities, Fixed Income, Banking, Series 7
Education
Boston University 1985 — 1986
Master of Science (M.S.), Business Administration
Villanova University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Dylan Duzey's UBS Experience May 2011 - June 2011
Job Associate Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service February 2015 - Present
Moody's Investors Service July 2013 - January 2015
Experian May 2012 - August 2012
Venn Group February 2012 - April 2012
Deloitte August 2011 - August 2011
UBS May 2011 - June 2011
UBS May 2010 - August 2010
MassMutual Financial Group May 2010 - August 2010
Deluxe Film Services June 2008 - August 2008
Skills
Microsoft Excel, Finance, Financial Modeling, Accounting, PowerPoint, Microsoft Word, Leadership, Microsoft Office, Access, Time Management, Marketing, Ad Hoc Reporting, SharePoint, Wordpress
Education
Boston University 2009 — 2013
BSBA
Lutheran High School of Orange County 2005 — 2009
High School Diploma
Moody's Investors Service February 2015 - Present
Moody's Investors Service July 2013 - January 2015
Experian May 2012 - August 2012
Venn Group February 2012 - April 2012
Deloitte August 2011 - August 2011
UBS May 2011 - June 2011
UBS May 2010 - August 2010
MassMutual Financial Group May 2010 - August 2010
Deluxe Film Services June 2008 - August 2008
Skills
Microsoft Excel, Finance, Financial Modeling, Accounting, PowerPoint, Microsoft Word, Leadership, Microsoft Office, Access, Time Management, Marketing, Ad Hoc Reporting, SharePoint, Wordpress
Education
Boston University 2009 — 2013
BSBA
Lutheran High School of Orange County 2005 — 2009
High School Diploma
Blaise D'Ambrosio Blaise D'Ambrosio's UBS Experience 1994 - 2001
Job
Industry Financial Services
Experience
T. Rowe Price Associates, Inc. 2002 - Present
Alliance Capital Management 2001 - 2002
UBS 1994 - 2001
Bank of New York Mellon 1988 - 1993
Macy's Merchandising Group 1987 - 1988
Telerate Systems 1986 - 1987
Skills
Business Continuity, Risk Management, Mutual Funds, Governance, Vendor Management, Business Continuity..., Financial Services, Program Management, Disaster Recovery, Project Management, Business Analysis, IT Strategy
Education
Boston University Questrom School of Business 1993 — 1994
MS
Fordham Gabelli School of Business 1989 — 1991
MBA
Fairleigh Dickinson University 1982 — 1986
BS
T. Rowe Price Associates, Inc. 2002 - Present
Alliance Capital Management 2001 - 2002
UBS 1994 - 2001
Bank of New York Mellon 1988 - 1993
Macy's Merchandising Group 1987 - 1988
Telerate Systems 1986 - 1987
Skills
Business Continuity, Risk Management, Mutual Funds, Governance, Vendor Management, Business Continuity..., Financial Services, Program Management, Disaster Recovery, Project Management, Business Analysis, IT Strategy
Education
Boston University Questrom School of Business 1993 — 1994
MS
Fordham Gabelli School of Business 1989 — 1991
MBA
Fairleigh Dickinson University 1982 — 1986
BS
Eric Reich, MBA's UBS Experience 2001 - 2002
Job Director of Finance Global Actuarial Group at AIG
Industry Insurance
Experience
AIG 2013 - Present
AIG 2012 - 2013
AIG 2008 - 2012
Kellwood Company 2007 - 2008
BDO Seidman Alliance 2006 - 2007
American Stock Exchange 2004 - 2006
American Stock Exchange 2002 - 2004
UBS 2001 - 2002
Deloitte 1998 - 2001
Skills
Accounting, Analysis, Business Analysis, Auditing, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Microsoft Excel, Financial Services, Risk Management, Portfolio Management, Strategic Planning, Sarbanes-Oxley Act, Finance, Management
Education
Baruch College Zicklin School of Business 2010 — 2014
Master of Business Administration (M.B.A.), Finance and Information Systems, 3.5
Boston University 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
Columbia Prep
HS Degree
AIG 2013 - Present
AIG 2012 - 2013
AIG 2008 - 2012
Kellwood Company 2007 - 2008
BDO Seidman Alliance 2006 - 2007
American Stock Exchange 2004 - 2006
American Stock Exchange 2002 - 2004
UBS 2001 - 2002
Deloitte 1998 - 2001
Skills
Accounting, Analysis, Business Analysis, Auditing, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Microsoft Excel, Financial Services, Risk Management, Portfolio Management, Strategic Planning, Sarbanes-Oxley Act, Finance, Management
Education
Baruch College Zicklin School of Business 2010 — 2014
Master of Business Administration (M.B.A.), Finance and Information Systems, 3.5
Boston University 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
Columbia Prep
HS Degree
Josceline Dupuis's UBS Experience December 2013 - Present
Job Registered Client Service Associate at UBS Financial Services Wealth Management
Industry Insurance
Experience
UBS December 2013 - Present
PARMA Recordings October 2012 - Present
Liberty Mutual Insurance November 2012 - November 2013
John Hancock Financial Services December 2011 - November 2012
Lowe's Home Improvement April 2010 - May 2011
Skills
Customer Service, Microsoft Office, QuickBooks, PeopleSoft, Employee Training, Accounting, Software Documentation, Avaya Technologies, Sales, Vantage, Structured Settlements, Creative Problem Solving, Avaya
Education
University of Maine 2008 — 2011
Bachelor's degree, Political Science and Government
Boston University 2007 — 2008
UBS December 2013 - Present
PARMA Recordings October 2012 - Present
Liberty Mutual Insurance November 2012 - November 2013
John Hancock Financial Services December 2011 - November 2012
Lowe's Home Improvement April 2010 - May 2011
Skills
Customer Service, Microsoft Office, QuickBooks, PeopleSoft, Employee Training, Accounting, Software Documentation, Avaya Technologies, Sales, Vantage, Structured Settlements, Creative Problem Solving, Avaya
Education
University of Maine 2008 — 2011
Bachelor's degree, Political Science and Government
Boston University 2007 — 2008
Esther Tay Esther Tay's UBS Experience July 2013 - August 2013
Job Student at University of Michigan
Industry Financial Services
Experience
Michigan Business Club January 2013 - Present
Citi June 2014 - August 2014
IMC Investments January 2014 - June 2014
Ross Portfolio Management Club January 2013 - June 2014
UBS July 2013 - August 2013
85 Broads BU Chapter September 2011 - December 2012
BU Finance and Investment Club September 2011 - December 2012
Singapore Economic Development Board July 2012 - August 2012
Barclays Capital March 2012 - March 2012
Junior Achievement of New York March 2012 - March 2012
Skills
Press Releases, Nonprofits, Microsoft Excel, Entrepreneurship, Finance, Research, Data Analysis, Financial Modeling, PowerPoint, Financial Analysis, Microsoft Office, Economics, Microsoft Word, Social Media, Strategy, Public Speaking, Leadership, Teamwork
Education
University of Michigan 2013 — 2015
BA Economics
Boston University 2011 — 2013
BSc Business Administration, BA Economics, International Relations
Raffles Junior College 2009 — 2010
GCE Advanced Level, H3 Physics, Economics, Math, Chemistry
Michigan Business Club January 2013 - Present
Citi June 2014 - August 2014
IMC Investments January 2014 - June 2014
Ross Portfolio Management Club January 2013 - June 2014
UBS July 2013 - August 2013
85 Broads BU Chapter September 2011 - December 2012
BU Finance and Investment Club September 2011 - December 2012
Singapore Economic Development Board July 2012 - August 2012
Barclays Capital March 2012 - March 2012
Junior Achievement of New York March 2012 - March 2012
Skills
Press Releases, Nonprofits, Microsoft Excel, Entrepreneurship, Finance, Research, Data Analysis, Financial Modeling, PowerPoint, Financial Analysis, Microsoft Office, Economics, Microsoft Word, Social Media, Strategy, Public Speaking, Leadership, Teamwork
Education
University of Michigan 2013 — 2015
BA Economics
Boston University 2011 — 2013
BSc Business Administration, BA Economics, International Relations
Raffles Junior College 2009 — 2010
GCE Advanced Level, H3 Physics, Economics, Math, Chemistry
Stephanie Goldstein Stephanie Goldstein's UBS Experience June 2012 - August 2012
Job Associate Attorney at Marks, O'Neill, O'Brien, Doherty & Kelly, P.C.
Industry Law Practice
Experience
Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. 2015 - Present
Honorable Lisa K. Wexler August 2014 - December 2014
Syracuse University College of Law August 2013 - May 2014
Law Office of Dennis Coppin, Esq. June 2013 - August 2013
UBS June 2012 - August 2012
Berkowitz, Trager and Trager, LLC June 2012 - August 2012
Skills
Legal Research, Legal Writing, Estate Law, Trusts, Corporate Law, Wealth Management..., Courts, Litigation, Civil Litigation, Criminal Law, Commercial Litigation, Family Law, Legal Assistance, Mediation, Appeals, Trials, Arbitration, Legal Issues, Administrative Law, Westlaw, Legal Advice, Bankruptcy
Education
Syracuse University College of Law 2011 — 2014
Boston University 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. 2015 - Present
Honorable Lisa K. Wexler August 2014 - December 2014
Syracuse University College of Law August 2013 - May 2014
Law Office of Dennis Coppin, Esq. June 2013 - August 2013
UBS June 2012 - August 2012
Berkowitz, Trager and Trager, LLC June 2012 - August 2012
Skills
Legal Research, Legal Writing, Estate Law, Trusts, Corporate Law, Wealth Management..., Courts, Litigation, Civil Litigation, Criminal Law, Commercial Litigation, Family Law, Legal Assistance, Mediation, Appeals, Trials, Arbitration, Legal Issues, Administrative Law, Westlaw, Legal Advice, Bankruptcy
Education
Syracuse University College of Law 2011 — 2014
Boston University 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Paul Chong's UBS Experience January 2011 - August 2012
Job Senior Vice President, Retirement Services at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group January 2013 - Present
UBS January 2011 - August 2012
RBP of Florida LLC July 2004 - December 2010
Prudential Financial September 2001 - June 2004
CitiStreet 1992 - 2001
Travelers Life & Annuity 1988 - 1992
Education
Boston University 1982 — 1986
BA, Broadcasting & Film
CUNA Mutual Group January 2013 - Present
UBS January 2011 - August 2012
RBP of Florida LLC July 2004 - December 2010
Prudential Financial September 2001 - June 2004
CitiStreet 1992 - 2001
Travelers Life & Annuity 1988 - 1992
Education
Boston University 1982 — 1986
BA, Broadcasting & Film
Steven B. Feit's UBS Experience 2000 - 2012
Job Private Wealth Management, Corporate Cash Management, Corporate Retirement Services
Industry Investment Management
Experience
Treasury Partners 2012 - Present
UBS 2000 - 2012
PaineWebber 1999 - 2000
Oppenheimer & Co. 1983 - 1999
Merrill Lynch 1982 - 1983
J. B. Hanauer 1981 - 1982
Skills
Alternative Assets, Manager Selection, Asset Managment, Portfolio Management, Equities, Financial Analysis, Hedge Funds, Financial Modeling, Fixed Income, Risk Management, Strategic Planning, Wealth Management, Alternative Investments, Asset Allocation, Mutual Funds, Due Diligence, Trading, Corporate Finance, Strategic Financial..., Research, Investment Banking, Investment Advisory, Analysis, Equity Research, Marketing Strategy, Financial Markets, FINRA, Wealth Management..., Asset Management, Investments, Securities
Education
Boston University 1979 — 1981
Bachelor of Science (BS), Marketing
Treasury Partners 2012 - Present
UBS 2000 - 2012
PaineWebber 1999 - 2000
Oppenheimer & Co. 1983 - 1999
Merrill Lynch 1982 - 1983
J. B. Hanauer 1981 - 1982
Skills
Alternative Assets, Manager Selection, Asset Managment, Portfolio Management, Equities, Financial Analysis, Hedge Funds, Financial Modeling, Fixed Income, Risk Management, Strategic Planning, Wealth Management, Alternative Investments, Asset Allocation, Mutual Funds, Due Diligence, Trading, Corporate Finance, Strategic Financial..., Research, Investment Banking, Investment Advisory, Analysis, Equity Research, Marketing Strategy, Financial Markets, FINRA, Wealth Management..., Asset Management, Investments, Securities
Education
Boston University 1979 — 1981
Bachelor of Science (BS), Marketing
Steve Houde Steve Houde's UBS Experience August 2012 - Present
Job CEO and Founder at VDR Consulting, LLC
Industry Information Technology and Services
Experience
UBS August 2012 - Present
VDR Consulting, LLC February 2012 - Present
Deutsche Bank November 2011 - August 2012
Deutsche Bank January 2010 - November 2011
Deutsche Bank September 2007 - January 2010
Deutsche Asset Management February 2002 - September 2007
Scudder Investments October 1999 - February 2002
Mariner Health Care 1997 - 1999
Fidelity Investments April 1992 - August 1996
NYNEX 1985 - 1992
Skills
Database Administration, Service Management, Service Operations, ITIL, Process Improvement, Governance, Vendor Management, Program Management, Change Management, IT Strategy, Outsourcing, IT Management, Offshoring, Business Analysis, Operations Management, Risk Management, Incident Management, Leadership, Disaster Recovery, SDLC, IT Service Management, Data Center, Project Portfolio..., Strategy, CRM, Integration, Cross-functional Team..., Security, Enterprise Software, Management, Management Consulting, Team Management, Software Documentation, Software Development, PMO, Enterprise Architecture, Unix, Software Project..., IT Operations, Organizational..., Service Delivery, Project Delivery
Education
Boston University 1992 — 1994
Master of Science, Computer Science
University of Massachusetts at Lowell 1979 — 1983
Bachelor of Science, Math and Computer Science
Oliver Ames High School 1975 — 1979
High School Diploma, College Prep
UBS August 2012 - Present
VDR Consulting, LLC February 2012 - Present
Deutsche Bank November 2011 - August 2012
Deutsche Bank January 2010 - November 2011
Deutsche Bank September 2007 - January 2010
Deutsche Asset Management February 2002 - September 2007
Scudder Investments October 1999 - February 2002
Mariner Health Care 1997 - 1999
Fidelity Investments April 1992 - August 1996
NYNEX 1985 - 1992
Skills
Database Administration, Service Management, Service Operations, ITIL, Process Improvement, Governance, Vendor Management, Program Management, Change Management, IT Strategy, Outsourcing, IT Management, Offshoring, Business Analysis, Operations Management, Risk Management, Incident Management, Leadership, Disaster Recovery, SDLC, IT Service Management, Data Center, Project Portfolio..., Strategy, CRM, Integration, Cross-functional Team..., Security, Enterprise Software, Management, Management Consulting, Team Management, Software Documentation, Software Development, PMO, Enterprise Architecture, Unix, Software Project..., IT Operations, Organizational..., Service Delivery, Project Delivery
Education
Boston University 1992 — 1994
Master of Science, Computer Science
University of Massachusetts at Lowell 1979 — 1983
Bachelor of Science, Math and Computer Science
Oliver Ames High School 1975 — 1979
High School Diploma, College Prep
Jorge Zighelboim Jorge Zighelboim's UBS Experience 2002 - 2005
Job Together we'll conquer Autism
Industry Financial Services
Experience
Autism Conquers January 2012 - Present
Fractal Advisors October 2005 - Present
UBS 2002 - 2005
Merrill Lynch August 1998 - April 2002
Skills
Strategic Financial..., Investments, Banking, New Business Development, Public Relations, Fixed Income, Digital Marketing, Investment Banking, Spanish, Retirement Planning, Strategic Planning, Portfolio Management, Asset Managment, Estate Planning
Education
Boston University Graduate School of Management 1997 — 1998
Master of Business Administration (MBA)
University of Florida 1984 — 1988
Bachelor's degree, Polítical Science
Autism Conquers January 2012 - Present
Fractal Advisors October 2005 - Present
UBS 2002 - 2005
Merrill Lynch August 1998 - April 2002
Skills
Strategic Financial..., Investments, Banking, New Business Development, Public Relations, Fixed Income, Digital Marketing, Investment Banking, Spanish, Retirement Planning, Strategic Planning, Portfolio Management, Asset Managment, Estate Planning
Education
Boston University Graduate School of Management 1997 — 1998
Master of Business Administration (MBA)
University of Florida 1984 — 1988
Bachelor's degree, Polítical Science
Austin M. Neary, CFP® Austin M. Neary, CFP®'s UBS Experience August 2007 - December 2008
Job Sr. Investment Advisor Intermarkets at Plan2Prosper LLC
Industry Investment Management
Experience
Plan2Prosper LLC. a Registered Investment Advisor January 2009 - Present
UBS August 2007 - December 2008
Kensington Systems Design Inc January 1990 - December 2006
Schering-Plough Pharmaceuticals 2000 - 2006
Lucent Technologies 1996 - 1999
Staples 1994 - 1996
Johnson & Johnson June 1985 - January 1990
Skills
Investments, 401k Rollovers, Strategic Financial..., Retirement Planning, SDLC, Portfolio Management, Business Analysis, Vendor Management, Equities, Asset Allocation, IT Strategy, Management Consulting, Strategic Planning, Cross-functional Team..., Leadership, Finance, Investment Advisory, Project Management, Series 7, Management, Risk Management, Mergers & Acquisitions, Strategy, Alternative Investments, Securities, Integration, Investment Strategies, Fixed Income, Financial Modeling
Education
Cornell University 2013 — 2015
Certificate in Financial Management, eCornell is a subsidiary of Cornell University that provides online professional and executive devel, GPA 4.0
Boston University
CPE, Financial Planning Certification Program
Chubb Institute for Computer Technology
Comp Sci, Computer Science
Kean University
BS, Management Science - Quantitative Analysis
SAP Partner Academy, Waltham, MA
Comp. Sci, ABAP Development Certification Program
Plan2Prosper LLC. a Registered Investment Advisor January 2009 - Present
UBS August 2007 - December 2008
Kensington Systems Design Inc January 1990 - December 2006
Schering-Plough Pharmaceuticals 2000 - 2006
Lucent Technologies 1996 - 1999
Staples 1994 - 1996
Johnson & Johnson June 1985 - January 1990
Skills
Investments, 401k Rollovers, Strategic Financial..., Retirement Planning, SDLC, Portfolio Management, Business Analysis, Vendor Management, Equities, Asset Allocation, IT Strategy, Management Consulting, Strategic Planning, Cross-functional Team..., Leadership, Finance, Investment Advisory, Project Management, Series 7, Management, Risk Management, Mergers & Acquisitions, Strategy, Alternative Investments, Securities, Integration, Investment Strategies, Fixed Income, Financial Modeling
Education
Cornell University 2013 — 2015
Certificate in Financial Management, eCornell is a subsidiary of Cornell University that provides online professional and executive devel, GPA 4.0
Boston University
CPE, Financial Planning Certification Program
Chubb Institute for Computer Technology
Comp Sci, Computer Science
Kean University
BS, Management Science - Quantitative Analysis
SAP Partner Academy, Waltham, MA
Comp. Sci, ABAP Development Certification Program
David Uva's UBS Experience November 2012 - Present
Job Senior Vice President Wealth Management, Financial Advisor at UBS
Industry Financial Services
Experience
UBS November 2012 - Present
Morgan Stanley January 1997 - November 2012
Skills
Wealth Management, Asset Management, Financial Planning, Equity Compensation, Estate Planning, Investment Management..., Finance
Education
Boston University 1987 — 1992
B.S. Business
Proctor
Proctor
UBS November 2012 - Present
Morgan Stanley January 1997 - November 2012
Skills
Wealth Management, Asset Management, Financial Planning, Equity Compensation, Estate Planning, Investment Management..., Finance
Education
Boston University 1987 — 1992
B.S. Business
Proctor
Proctor
Paula Marcus Paula Marcus's UBS Experience March 2008 - March 2008
Job Organization, research, and database work.
Industry Legal Services
Experience
Projects January 2013 - Present
Shearman & Sterling LLP December 2012 - December 2012
Gibson, Dunn & Crutcher LLP May 2012 - May 2012
Cleary Gottlieb Steen & Hamilton LLP June 2011 - September 2011
Hoffinger Stern & Ross March 2011 - May 2011
Teitler & Teitler October 2010 - December 2010
Mound Cortton Wollan & Greengrass May 2010 - August 2010
Lehman Brothers January 2009 - February 2009
Ameritrans Capital Corporation August 2008 - September 2008
UBS March 2008 - March 2008
Skills
Corporate Law, Litigation, Document Review, Legal Assistance, Legal Research, Litigation Support, Legal Writing, Corporate Governance, Due Diligence, Contract Negotiation, Capital Markets
Education
Boston University
BA, Political Science
New York University
Paralegal Certificate, Business & Finance
Projects January 2013 - Present
Shearman & Sterling LLP December 2012 - December 2012
Gibson, Dunn & Crutcher LLP May 2012 - May 2012
Cleary Gottlieb Steen & Hamilton LLP June 2011 - September 2011
Hoffinger Stern & Ross March 2011 - May 2011
Teitler & Teitler October 2010 - December 2010
Mound Cortton Wollan & Greengrass May 2010 - August 2010
Lehman Brothers January 2009 - February 2009
Ameritrans Capital Corporation August 2008 - September 2008
UBS March 2008 - March 2008
Skills
Corporate Law, Litigation, Document Review, Legal Assistance, Legal Research, Litigation Support, Legal Writing, Corporate Governance, Due Diligence, Contract Negotiation, Capital Markets
Education
Boston University
BA, Political Science
New York University
Paralegal Certificate, Business & Finance
Bhaskar Banerjee's UBS Experience 2006 - 2007
Job Head of Enterprise Architecture & Data services at iRobot
Industry Financial Services
Experience
iRobot 2011 - Present
NTT Data Corporation 2009 - 2011
Fidelity Investments 2007 - 2009
UBS 2006 - 2007
Morgan Stanley 2003 - 2006
Fidelity Investments 1993 - 2002
Skills
Enterprise Architecture, IT Strategy, SDLC, Software Development, Application Architecture, Integration, SOA, Middleware, Agile Methodologies, Tomcat, Spring, C#, Offshoring, Big Data, Enterprise Software, Business Intelligence, Cloud Computing, Strategy, Vendor Management, Program Management
Education
Boston University
MS
Brandeis University
BA
iRobot 2011 - Present
NTT Data Corporation 2009 - 2011
Fidelity Investments 2007 - 2009
UBS 2006 - 2007
Morgan Stanley 2003 - 2006
Fidelity Investments 1993 - 2002
Skills
Enterprise Architecture, IT Strategy, SDLC, Software Development, Application Architecture, Integration, SOA, Middleware, Agile Methodologies, Tomcat, Spring, C#, Offshoring, Big Data, Enterprise Software, Business Intelligence, Cloud Computing, Strategy, Vendor Management, Program Management
Education
Boston University
MS
Brandeis University
BA
Elizabeth Daza's UBS Experience December 2013 - August 2014
Job Integrated Producer at SelfEmployed
Industry Media Production
Experience
Adorama April 2015 - Present
Self-Employed September 2014 - Present
Taylor James Ltd February 2015 - February 2015
Valence Films December 2014 - January 2015
Thomson Reuters September 2014 - November 2014
UBS December 2013 - August 2014
Newsday August 2012 - July 2013
"The Mystic Kiss of Mahir Cagri" - Independent documentary film directed by Chet Chabuk April 2010 - September 2012
NYC Department of Education June 2011 - June 2012
MTV October 2011 - October 2011
Skills
Social Media, HTML, Lighting, Image Editing, Video Production, Editing, Videography, Video, Digital Media, New Media, Online Journalism, Content Management, Journalism, Video Editing, Documentaries, Photography, Film, Film Production, Final Cut Pro, Television, Multimedia, Storytelling, Avid, Premiere
Education
Emerson College 2003 — 2005
Master of Arts, Documentary Video Production
Boston University 1998 — 2002
Bachelor of Science, News-Editorial Journalism
Adorama April 2015 - Present
Self-Employed September 2014 - Present
Taylor James Ltd February 2015 - February 2015
Valence Films December 2014 - January 2015
Thomson Reuters September 2014 - November 2014
UBS December 2013 - August 2014
Newsday August 2012 - July 2013
"The Mystic Kiss of Mahir Cagri" - Independent documentary film directed by Chet Chabuk April 2010 - September 2012
NYC Department of Education June 2011 - June 2012
MTV October 2011 - October 2011
Skills
Social Media, HTML, Lighting, Image Editing, Video Production, Editing, Videography, Video, Digital Media, New Media, Online Journalism, Content Management, Journalism, Video Editing, Documentaries, Photography, Film, Film Production, Final Cut Pro, Television, Multimedia, Storytelling, Avid, Premiere
Education
Emerson College 2003 — 2005
Master of Arts, Documentary Video Production
Boston University 1998 — 2002
Bachelor of Science, News-Editorial Journalism
Chris Kirkinis's UBS Experience January 2010 - 2010
Job Tech Entrepreneur, Full Stack Developer, and Digital Media Creative
Industry Internet
Experience
Tech Startup February 2014 - Present
Freelance Video Production January 2011 - Present
Bedrocket Media Ventures April 2012 - February 2014
ADM Tronics Unlimited, Inc. November 2011 - February 2012
UBS January 2010 - 2010
Weill Cornell Medical College May 2007 - September 2007
Smith Barney May 2007 - August 2007
Morristown Memorial Hospital January 2004 - May 2004
Skills
Entrepreneurship, Product Management, Ruby on Rails, JavaScript, UX Design, Wire Framing, Lean Startup, Video, Photoshop, Graphic Design, Responsive Web Design, HTML5, CSS, Agile Methodologies, Data Analysis, Start-ups, Scrum, Ruby, PostgreSQL, SQL, Bootstrap, Video Production, Editing, Producing, After Effects, Premiere, Motion Graphics, Animation, Camera Operation, Adobe Creative Suite, Social Media, Marketing, Research, Social Media Marketing, Microsoft Excel, PowerPoint, DSLR, Troubleshooting, Statistics, Technology, Biotechnology, Solidworks, 3D Modeling
Education
General Assembly 2014 — 2014
Product Managment
Boston University 2004 — 2008
BA, Biology
Newark Academy 2000 — 2004
Tech Startup February 2014 - Present
Freelance Video Production January 2011 - Present
Bedrocket Media Ventures April 2012 - February 2014
ADM Tronics Unlimited, Inc. November 2011 - February 2012
UBS January 2010 - 2010
Weill Cornell Medical College May 2007 - September 2007
Smith Barney May 2007 - August 2007
Morristown Memorial Hospital January 2004 - May 2004
Skills
Entrepreneurship, Product Management, Ruby on Rails, JavaScript, UX Design, Wire Framing, Lean Startup, Video, Photoshop, Graphic Design, Responsive Web Design, HTML5, CSS, Agile Methodologies, Data Analysis, Start-ups, Scrum, Ruby, PostgreSQL, SQL, Bootstrap, Video Production, Editing, Producing, After Effects, Premiere, Motion Graphics, Animation, Camera Operation, Adobe Creative Suite, Social Media, Marketing, Research, Social Media Marketing, Microsoft Excel, PowerPoint, DSLR, Troubleshooting, Statistics, Technology, Biotechnology, Solidworks, 3D Modeling
Education
General Assembly 2014 — 2014
Product Managment
Boston University 2004 — 2008
BA, Biology
Newark Academy 2000 — 2004
Moira Trott's UBS Experience May 2013 - July 2013
Job Relocating to Fayetteville, NC
Industry Marketing and Advertising
Experience
The Alaska Club August 2014 - Present
UBS Wealth Management July 2013 - Present
UBS May 2013 - July 2013
UBS May 2012 - May 2013
Gilford Securities January 2010 - May 2012
AUTOMATIC DATA PROCESSING, INC November 2009 - December 2009
Summit Physical Therapy September 2009 - November 2009
PRESTON MARKETING February 2009 - November 2009
Skills
Smart Station, Microsoft Office, MIS Reporting, ConsultWorks, Oracle, Adobe Acrobat, Adobe Professional, Silverpop Engage, Internal Communications, Onboarding, PowerPoint, Email Marketing, Account Management, Customer Service, Data Analysis, Editing, Equities, Lead Generation, Leadership, MIS, Management, Market Research, Social Media, Marketing, Facebook, Microsoft Excel, Social Media Marketing, Advertising
Education
Lehigh University 2006 — 2009
Bachelor of Arts, Psychology
Lehigh University 2006 — 2009
BA, Psychology; Psychology
Boston University 2005 — 2006
The Alaska Club August 2014 - Present
UBS Wealth Management July 2013 - Present
UBS May 2013 - July 2013
UBS May 2012 - May 2013
Gilford Securities January 2010 - May 2012
AUTOMATIC DATA PROCESSING, INC November 2009 - December 2009
Summit Physical Therapy September 2009 - November 2009
PRESTON MARKETING February 2009 - November 2009
Skills
Smart Station, Microsoft Office, MIS Reporting, ConsultWorks, Oracle, Adobe Acrobat, Adobe Professional, Silverpop Engage, Internal Communications, Onboarding, PowerPoint, Email Marketing, Account Management, Customer Service, Data Analysis, Editing, Equities, Lead Generation, Leadership, MIS, Management, Market Research, Social Media, Marketing, Facebook, Microsoft Excel, Social Media Marketing, Advertising
Education
Lehigh University 2006 — 2009
Bachelor of Arts, Psychology
Lehigh University 2006 — 2009
BA, Psychology; Psychology
Boston University 2005 — 2006
Rebecca Farmer's UBS Experience May 2014 - July 2014
Job UC Berkeley Master of Development Practice Student
Industry Higher Education
Experience
UC Berkeley August 2015 - Present
USAID January 2015 - Present
UC Berkeley July 2014 - Present
Ceniarth LLC November 2014 - May 2015
UBS May 2014 - July 2014
UBS July 2013 - July 2014
UBS July 2012 - April 2014
Net Impact Undergrad January 2010 - May 2012
UBS Wealth Management June 2011 - August 2011
Citigroup February 2011 - May 2011
Skills
Bloomberg, Microsoft Office, Public Speaking, Editing, Community Outreach, Nonprofits, Leadership, Research, Blogging, Management, Marketing, Press Releases, Project Planning, Entrepreneurship, Fundraising
Education
University of California, Berkeley 2014 — 2016
Master of Development Practice
Boston University 2008 — 2012
BS/BA, Finance
UC Berkeley August 2015 - Present
USAID January 2015 - Present
UC Berkeley July 2014 - Present
Ceniarth LLC November 2014 - May 2015
UBS May 2014 - July 2014
UBS July 2013 - July 2014
UBS July 2012 - April 2014
Net Impact Undergrad January 2010 - May 2012
UBS Wealth Management June 2011 - August 2011
Citigroup February 2011 - May 2011
Skills
Bloomberg, Microsoft Office, Public Speaking, Editing, Community Outreach, Nonprofits, Leadership, Research, Blogging, Management, Marketing, Press Releases, Project Planning, Entrepreneurship, Fundraising
Education
University of California, Berkeley 2014 — 2016
Master of Development Practice
Boston University 2008 — 2012
BS/BA, Finance
Nathan Boylan's UBS Experience April 1995 - June 1998
Job CTO Global Functions at AIG
Industry Financial Services
Experience
AIG April 2015 - Present
Lord Abbett September 2009 - October 2014
CIBC July 2001 - June 2009
KPMG July 1998 - May 2001
UBS April 1995 - June 1998
NatWest January 1995 - March 1995
PA Consulting Group July 1993 - December 1994
ExxonMobil October 1992 - June 1993
Microsoft July 1990 - September 1992
Skills
Disaster Recovery, IT Operations, Data Center, Vendor Management, Business Continuity, SDLC, Business Analysis, IT Service Management, Integration, Project Portfolio..., Infrastructure, IT Strategy, Trading Systems, Cloud Computing, Virtualization, Outsourcing, Solution Architecture, Active Directory, VMware, Enterprise Architecture, IT Management, ITIL, Business Intelligence, Governance, Program Management, PMO, Data Warehousing, Oracle, Enterprise Software, Management, Leadership, Strategy, SaaS, Information Technology, Project Management, Process Improvement, Risk Management, Change Management, Optimization, Strategic Visionary, Financial Services, Business Process..., Security, Strategic Planning, Requirements Analysis, Networking, Team Leadership, Consulting, Strategic Partnerships, Managed Services
Education
Boston University - School of Management
CIO Pocket MBA
University of North London
BEng, Electronics & Communications Engineering
AIG April 2015 - Present
Lord Abbett September 2009 - October 2014
CIBC July 2001 - June 2009
KPMG July 1998 - May 2001
UBS April 1995 - June 1998
NatWest January 1995 - March 1995
PA Consulting Group July 1993 - December 1994
ExxonMobil October 1992 - June 1993
Microsoft July 1990 - September 1992
Skills
Disaster Recovery, IT Operations, Data Center, Vendor Management, Business Continuity, SDLC, Business Analysis, IT Service Management, Integration, Project Portfolio..., Infrastructure, IT Strategy, Trading Systems, Cloud Computing, Virtualization, Outsourcing, Solution Architecture, Active Directory, VMware, Enterprise Architecture, IT Management, ITIL, Business Intelligence, Governance, Program Management, PMO, Data Warehousing, Oracle, Enterprise Software, Management, Leadership, Strategy, SaaS, Information Technology, Project Management, Process Improvement, Risk Management, Change Management, Optimization, Strategic Visionary, Financial Services, Business Process..., Security, Strategic Planning, Requirements Analysis, Networking, Team Leadership, Consulting, Strategic Partnerships, Managed Services
Education
Boston University - School of Management
CIO Pocket MBA
University of North London
BEng, Electronics & Communications Engineering
Paul Karger, CFA's UBS Experience 2001 - 2006
Job Managing Partner
Industry Investment Management
Experience
Twin Focus Capital Partners LLC 2006 - Present
Glory Sports International January 2015 - Present
Bridge Boston Charter School 2010 - Present
Fundraise.com Inc April 2013 - Present
CellInfo, LLC July 2014 - Present
UBS 2001 - 2006
PaineWebber 1999 - 2001
Skills
Venture Capital, Hedge Funds, Investments, Strategic Partnerships, Non-profits, Financial Services, Entrepreneurship, Estate Planning, Portfolio Management, Investment Management, Asset Management, Equities, Nonprofits, Research, Private Equity, Alternative Investments, Wealth Management, Asset Managment, Bloomberg
Education
CFA Institute 2000 — 2003
Chartered Financial Analyst, Finance and Investments
Boston University 1995 — 1999
Bachelor's Degree, Engineering
Twin Focus Capital Partners LLC 2006 - Present
Glory Sports International January 2015 - Present
Bridge Boston Charter School 2010 - Present
Fundraise.com Inc April 2013 - Present
CellInfo, LLC July 2014 - Present
UBS 2001 - 2006
PaineWebber 1999 - 2001
Skills
Venture Capital, Hedge Funds, Investments, Strategic Partnerships, Non-profits, Financial Services, Entrepreneurship, Estate Planning, Portfolio Management, Investment Management, Asset Management, Equities, Nonprofits, Research, Private Equity, Alternative Investments, Wealth Management, Asset Managment, Bloomberg
Education
CFA Institute 2000 — 2003
Chartered Financial Analyst, Finance and Investments
Boston University 1995 — 1999
Bachelor's Degree, Engineering
Brian Blaney, CFA's UBS Experience June 2007 - August 2007
Job Summer MBA Intern at Fireman Capital Partners
Industry Financial Services
Experience
Fireman Capital Partners June 2014 - Present
Lineage Capital June 2011 - June 2013
M.M. Dillon & Co. November 2009 - May 2011
Bank of America June 2008 - October 2009
UBS June 2007 - August 2007
Fidelity Investments June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Financial Advisory, Deal Sourcing, Deal Execution, Financial Structuring, Microsoft Excel, PowerPoint, Valuation, Derivatives, Mutual Funds, Bloomberg, Private Equity, Investment Banking, Finance
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
BS, Business/Finance
Fireman Capital Partners June 2014 - Present
Lineage Capital June 2011 - June 2013
M.M. Dillon & Co. November 2009 - May 2011
Bank of America June 2008 - October 2009
UBS June 2007 - August 2007
Fidelity Investments June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Financial Advisory, Deal Sourcing, Deal Execution, Financial Structuring, Microsoft Excel, PowerPoint, Valuation, Derivatives, Mutual Funds, Bloomberg, Private Equity, Investment Banking, Finance
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
BS, Business/Finance
CeCe Yuan CeCe Yuan's UBS Experience June 2009 - August 2009
Job Senior Project Manager at Mass Innovation Labs
Industry Management Consulting
Experience
Mass Innovation Labs February 2015 - Present
Pittsfield Public Schools November 2014 - January 2015
Pittsfield Family YMCA November 2014 - January 2015
The Science Project January 2013 - September 2014
BBDO October 2011 - November 2012
Silver Oven Studios November 2009 - October 2011
UBS June 2009 - August 2009
MEEDEX October 2008 - December 2008
iChapters August 2007 - September 2007
University Directories June 2007 - August 2007
Education
Boston University 2005 — 2009
Bachelor of Arts, International Relations
Worcester Polytechnic Institute 2004 — 2005
High School Senior Year Program
CUNY Publishing Institute
Professional Development
Mass Innovation Labs February 2015 - Present
Pittsfield Public Schools November 2014 - January 2015
Pittsfield Family YMCA November 2014 - January 2015
The Science Project January 2013 - September 2014
BBDO October 2011 - November 2012
Silver Oven Studios November 2009 - October 2011
UBS June 2009 - August 2009
MEEDEX October 2008 - December 2008
iChapters August 2007 - September 2007
University Directories June 2007 - August 2007
Education
Boston University 2005 — 2009
Bachelor of Arts, International Relations
Worcester Polytechnic Institute 2004 — 2005
High School Senior Year Program
CUNY Publishing Institute
Professional Development
Brian Lawrence's UBS Experience 2007 - 2008
Job Business Development, Equity Research & Portfolio Management
Industry Investment Management
Experience
Global Hunter Securities 2015 - Present
ClearRock Capital 2012 - 2014
State Street Global Advisors 2010 - 2012
MSIM Equity Fund 2010 - 2011
The Private Edge Group at State Street Bank 2008 - 2010
UBS 2007 - 2008
Smith Barney 2007 - 2007
ERA Boston Real Estate Group 2005 - 2007
Skills
Equity Research, Valuation, Financial Modeling, Alternative Investments, Fund Analysis, Marketing Strategy, Investor Relations, Real Estate, Accounting, Financial Analysis, Fundamental Research, Technical Analysis, Portfolio Management, Portfolio Optimization, Asset Allocation, Investment Strategies, Market Research, Research, Analysis, Equities, Private Equity, Hedge Funds, Asset Management
Education
Boston University - School of Management 2010 — 2011
Master of Science (MS), Investment Management
Investment Banking Institute
Harvard University
Financial accounting coursework
Fort Lewis College
Bachelor's, English-Communications
Global Hunter Securities 2015 - Present
ClearRock Capital 2012 - 2014
State Street Global Advisors 2010 - 2012
MSIM Equity Fund 2010 - 2011
The Private Edge Group at State Street Bank 2008 - 2010
UBS 2007 - 2008
Smith Barney 2007 - 2007
ERA Boston Real Estate Group 2005 - 2007
Skills
Equity Research, Valuation, Financial Modeling, Alternative Investments, Fund Analysis, Marketing Strategy, Investor Relations, Real Estate, Accounting, Financial Analysis, Fundamental Research, Technical Analysis, Portfolio Management, Portfolio Optimization, Asset Allocation, Investment Strategies, Market Research, Research, Analysis, Equities, Private Equity, Hedge Funds, Asset Management
Education
Boston University - School of Management 2010 — 2011
Master of Science (MS), Investment Management
Investment Banking Institute
Harvard University
Financial accounting coursework
Fort Lewis College
Bachelor's, English-Communications
Scott S Powell Scott S Powell's UBS Experience January 1995 - August 2003
Job Managing Partner at RemingtonRand LLC
Industry Legal Services
Experience
RemingtonRand LLC January 2009 - Present
Discovery Institute March 2012 - Present
Hoover Institution February 2005 - October 2011
Pagoda Products May 2005 - December 2008
RBC Capital Markets August 2003 - May 2005
UBS January 1995 - August 2003
GE/Kidder, Peabody & Co. August 1989 - December 1994
Hoover Institution August 1988 - July 1989
Skills
Team Building, Strategic M & A, Due Diligence, Mergers, Private Equity, Venture Capital, Mergers & Acquisitions, Entrepreneurship, Strategy, Business Development, Management Consulting, Analysis, Strategic Partnerships, Executive Management, Leadership, Recruiting, Contract Negotiation, Management, Organizational...
Education
Stanford University/Hoover Institution 1988 — 1989
Post Doc Fellow, Finance and Business Economics
Boston University 1985 — 1987
Ph. D., Political and Economic Theory
The University of Chicago 1982 — 1983
M.A., International Relations
University of Chicago 1980 — 1982
B.A., Political Science
RemingtonRand LLC January 2009 - Present
Discovery Institute March 2012 - Present
Hoover Institution February 2005 - October 2011
Pagoda Products May 2005 - December 2008
RBC Capital Markets August 2003 - May 2005
UBS January 1995 - August 2003
GE/Kidder, Peabody & Co. August 1989 - December 1994
Hoover Institution August 1988 - July 1989
Skills
Team Building, Strategic M & A, Due Diligence, Mergers, Private Equity, Venture Capital, Mergers & Acquisitions, Entrepreneurship, Strategy, Business Development, Management Consulting, Analysis, Strategic Partnerships, Executive Management, Leadership, Recruiting, Contract Negotiation, Management, Organizational...
Education
Stanford University/Hoover Institution 1988 — 1989
Post Doc Fellow, Finance and Business Economics
Boston University 1985 — 1987
Ph. D., Political and Economic Theory
The University of Chicago 1982 — 1983
M.A., International Relations
University of Chicago 1980 — 1982
B.A., Political Science
Scott G. Wilson, CFP®, CRPC®'s UBS Experience March 2015 - Present
Job First Vice President Wealth Management, Wilson Wealth Management Group
Industry Financial Services
Experience
UBS March 2015 - Present
UBS January 2012 - March 2015
UBS Financial Services, Inc. November 2008 - January 2012
Merrill Lynch April 2003 - November 2008
US Army December 2003 - December 2004
GE Capital December 2001 - March 2003
US Army September 1999 - February 2003
GE Capital October 2000 - December 2001
GE Capital August 1999 - October 2000
US Army May 1993 - August 1999
Education
Boston University 1989 — 1993
BS
College for Financial Planning
CFP®, CRPC®
UBS March 2015 - Present
UBS January 2012 - March 2015
UBS Financial Services, Inc. November 2008 - January 2012
Merrill Lynch April 2003 - November 2008
US Army December 2003 - December 2004
GE Capital December 2001 - March 2003
US Army September 1999 - February 2003
GE Capital October 2000 - December 2001
GE Capital August 1999 - October 2000
US Army May 1993 - August 1999
Education
Boston University 1989 — 1993
BS
College for Financial Planning
CFP®, CRPC®
Amelia Tang's UBS Experience June 2014 - August 2014
Job Student at New York University Stern School of Business
Industry Banking
Experience
Citi June 2015 - August 2015
NYU Stern School of Business February 2015 - May 2015
BFI Capital Fund, LLC August 2014 - May 2015
UBS June 2014 - August 2014
Lacoste January 2014 - April 2014
NYU Stern School of Business September 2013 - January 2014
Shanghai Pudong Development Bank June 2013 - August 2013
New York University January 2013 - May 2013
PwC, EY September 2012 - September 2012
Education
New York University - Leonard N. Stern School of Business
Bachelor of Science (B.S.), Finance, Statistics
Harmony Christian School 2011 — 2012
New York State Regents Diploma, GPA 3.92/4
Boston University 2011 — 2011
High School Summer Program
Middletown High School 2009 — 2011
High School, GPA 99.7/100
Citi June 2015 - August 2015
NYU Stern School of Business February 2015 - May 2015
BFI Capital Fund, LLC August 2014 - May 2015
UBS June 2014 - August 2014
Lacoste January 2014 - April 2014
NYU Stern School of Business September 2013 - January 2014
Shanghai Pudong Development Bank June 2013 - August 2013
New York University January 2013 - May 2013
PwC, EY September 2012 - September 2012
Education
New York University - Leonard N. Stern School of Business
Bachelor of Science (B.S.), Finance, Statistics
Harmony Christian School 2011 — 2012
New York State Regents Diploma, GPA 3.92/4
Boston University 2011 — 2011
High School Summer Program
Middletown High School 2009 — 2011
High School, GPA 99.7/100
Kasey Grabe's UBS Experience June 2012 - June 2012
Job Growth Equity Associate at Kayne Anderson Capital Advisors
Industry Venture Capital & Private Equity
Experience
Kayne Anderson Capital Advisors, L.P. August 2015 - Present
Deutsche Bank July 2014 - August 2015
Deutsche Bank June 2013 - August 2013
Kayne Anderson Capital Advisors June 2012 - August 2012
UBS June 2012 - June 2012
The DAK Group June 2011 - August 2011
Bogota Savings Bank June 2010 - August 2011
Skills
Microsoft Office, Investment Banking
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science in Management, Finance
Rangjung Yeshe Institute 2012 — 2012
Philosophy, Center for Buddhist Studies
Teaneck High School 2006 — 2010
Kayne Anderson Capital Advisors, L.P. August 2015 - Present
Deutsche Bank July 2014 - August 2015
Deutsche Bank June 2013 - August 2013
Kayne Anderson Capital Advisors June 2012 - August 2012
UBS June 2012 - June 2012
The DAK Group June 2011 - August 2011
Bogota Savings Bank June 2010 - August 2011
Skills
Microsoft Office, Investment Banking
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science in Management, Finance
Rangjung Yeshe Institute 2012 — 2012
Philosophy, Center for Buddhist Studies
Teaneck High School 2006 — 2010
Jonathan Galli, CFA's UBS Experience August 1985 - October 2008
Job Director
Industry Investment Management
Experience
Credit Suisse October 2008 - Present
UBS August 1985 - October 2008
Education
Boston University 1979 — 1983
BSBA, Finance, Political Science, Summa Cum Laude
Credit Suisse October 2008 - Present
UBS August 1985 - October 2008
Education
Boston University 1979 — 1983
BSBA, Finance, Political Science, Summa Cum Laude
Kevin Krym, CFP® Kevin Krym, CFP®'s UBS Experience October 1992 - February 2002
Job CERTIFIED FINANCIAL PLANNER TM | Registered Principal, Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Investment Management
Experience
Raymond James Financial Services, Inc. February 2002 - Present
UBS October 1992 - February 2002
Skills
Portfolio Management, Investments, Retirement Planning, Retirement Income..., Investment Strategies, Asset Allocation, Estate Planning, Retirement, Financial Planners, Investment Management, Financial Advisory, Financial Analysis, IRAs, Securities
Education
Boston University
Financial Planning
Central Michigan University
BSBA, Economics, Finance
John Glenn High School
Raymond James Financial Services, Inc. February 2002 - Present
UBS October 1992 - February 2002
Skills
Portfolio Management, Investments, Retirement Planning, Retirement Income..., Investment Strategies, Asset Allocation, Estate Planning, Retirement, Financial Planners, Investment Management, Financial Advisory, Financial Analysis, IRAs, Securities
Education
Boston University
Financial Planning
Central Michigan University
BSBA, Economics, Finance
John Glenn High School
Justin Pender's UBS Experience February 2013 - May 2013
Job Financial Solutions Advisor; Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
ING Financial Partners May 2013 - July 2014
UBS February 2013 - May 2013
Skills
Financial Planning, Financial Analysis, Finance, Microsoft Office, PowerPoint, Hotels, Event Planning, Tourism, Investments, Social Networking
Education
Boston University
Bachelor's of Business Administration, Finance
Bank of America Merrill Lynch July 2014 - Present
ING Financial Partners May 2013 - July 2014
UBS February 2013 - May 2013
Skills
Financial Planning, Financial Analysis, Finance, Microsoft Office, PowerPoint, Hotels, Event Planning, Tourism, Investments, Social Networking
Education
Boston University
Bachelor's of Business Administration, Finance
Faisal Alhajj's UBS Experience June 2015 - July 2015
Job Wealth Management Intern at UBS Financial Services
Industry Financial Services
Experience
UBS June 2015 - July 2015
PINCH! February 2015 - May 2015
Cravia Inc January 2015 - January 2015
The Capital Partnership January 2014 - January 2014
United Group - Lactalis December 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word, Team Leadership, Teamwork, MIcrosoft Powerpoint, Python Programming, PowerPoint, Analysis, Market Research, Strategy, Access, Finance, Investments
Education
Boston University 2012 — 2016
Bachelor of Science (B.S.) in Business Administration, Finance and Entrepreneurship
Millfield School 2007 — 2012
GCSE & A Level
UBS June 2015 - July 2015
PINCH! February 2015 - May 2015
Cravia Inc January 2015 - January 2015
The Capital Partnership January 2014 - January 2014
United Group - Lactalis December 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word, Team Leadership, Teamwork, MIcrosoft Powerpoint, Python Programming, PowerPoint, Analysis, Market Research, Strategy, Access, Finance, Investments
Education
Boston University 2012 — 2016
Bachelor of Science (B.S.) in Business Administration, Finance and Entrepreneurship
Millfield School 2007 — 2012
GCSE & A Level
Alexis Rivera Alexis Rivera's UBS Experience 2001 - 2003
Job International Development Advisors
Industry Research
Experience
International Development Advisors 2013 - Present
State Department of Puerto Rico 2011 - 2012
Puerto Rico Trade Company 2010 - 2011
University of Puerto Rico 2010 - 2010
Instituto de Cultura de Puerto Rico 2009 - 2010
Ca D'Oro Corporation 2004 - 2009
International Bridges to Justice 2003 - 2004
UBS 2001 - 2003
Government Development Bank for Puerto Rico 1996 - 2000
Carroll, Burdick & McDonough LLP 1992 - 1994
Skills
Research, Government, Public Speaking, Project Management, Change Management, Nonprofits, Fine Art, International Trade, Strategic Communications, Crisis Management, Strategic Planning, Investor Relations, Fundraising, International Logistics, Free Trade Agreements, Public Policy, International Relations, Spanish, Economic Development, Public Relations, Strategy, Policy Analysis, Politics, Business Strategy, Policy, Entrepreneurship, Human Rights, Legislation, Management Consulting, International Law, Legal Research, Legal Writing
Education
Georgetown University Law Center 1986 — 1989
Juris Doctor, Honors: highest grade in libel and slander
Vrije Universiteit Brussel 1985 — 1986
Master of Science in Management joint degree with Boston University, Business Administration and Management
Boston University 1983 — 1985
Bachelor in Science of Business Administration, Finance
Centre Universitaire d'Etudes Francaises (CUEF) Universite Grenoble France 1984 — 1984
Level I: Intensive French Language
Sothebys Education London
Certificate Fine Arts with Distinction
International Development Advisors 2013 - Present
State Department of Puerto Rico 2011 - 2012
Puerto Rico Trade Company 2010 - 2011
University of Puerto Rico 2010 - 2010
Instituto de Cultura de Puerto Rico 2009 - 2010
Ca D'Oro Corporation 2004 - 2009
International Bridges to Justice 2003 - 2004
UBS 2001 - 2003
Government Development Bank for Puerto Rico 1996 - 2000
Carroll, Burdick & McDonough LLP 1992 - 1994
Skills
Research, Government, Public Speaking, Project Management, Change Management, Nonprofits, Fine Art, International Trade, Strategic Communications, Crisis Management, Strategic Planning, Investor Relations, Fundraising, International Logistics, Free Trade Agreements, Public Policy, International Relations, Spanish, Economic Development, Public Relations, Strategy, Policy Analysis, Politics, Business Strategy, Policy, Entrepreneurship, Human Rights, Legislation, Management Consulting, International Law, Legal Research, Legal Writing
Education
Georgetown University Law Center 1986 — 1989
Juris Doctor, Honors: highest grade in libel and slander
Vrije Universiteit Brussel 1985 — 1986
Master of Science in Management joint degree with Boston University, Business Administration and Management
Boston University 1983 — 1985
Bachelor in Science of Business Administration, Finance
Centre Universitaire d'Etudes Francaises (CUEF) Universite Grenoble France 1984 — 1984
Level I: Intensive French Language
Sothebys Education London
Certificate Fine Arts with Distinction
Shalin Mehta's UBS Experience May 2014 - May 2014
Job Growth Stage Technology and Consumer Investor at Stripes Group
Industry Venture Capital & Private Equity
Experience
Stripes Group June 2015 - August 2015
Metamorphic Ventures September 2014 - January 2015
MESA Global June 2014 - August 2014
Deloitte July 2014 - July 2014
UBS May 2014 - May 2014
Tumblr May 2013 - August 2013
UBS Investment Bank January 2013 - January 2013
State Senator Suzi Oppenheimer 2011 - 2012
Diamour Inc. June 2010 - August 2010
Skills
Start-ups, Social Media, Financial Analysis, Microsoft Excel, Microsoft Office, Negotiation, Investments, Mergers & Acquisitions, Financial Reporting, Internal Financial..., Business Development, Corporate Finance, Mergers, Venture Capital, Strategy, Investment Banking, Leadership
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science (BS), Finance and Information Systems
Stripes Group June 2015 - August 2015
Metamorphic Ventures September 2014 - January 2015
MESA Global June 2014 - August 2014
Deloitte July 2014 - July 2014
UBS May 2014 - May 2014
Tumblr May 2013 - August 2013
UBS Investment Bank January 2013 - January 2013
State Senator Suzi Oppenheimer 2011 - 2012
Diamour Inc. June 2010 - August 2010
Skills
Start-ups, Social Media, Financial Analysis, Microsoft Excel, Microsoft Office, Negotiation, Investments, Mergers & Acquisitions, Financial Reporting, Internal Financial..., Business Development, Corporate Finance, Mergers, Venture Capital, Strategy, Investment Banking, Leadership
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science (BS), Finance and Information Systems
Jeff Zinn Jeff Zinn's UBS Experience 1995 - 1998
Job Head of Capital Markets at ApplePie Capital
Industry Investment Banking
Experience
ApplePie Capital August 2015 - Present
Jefferies & Company February 2011 - August 2015
The PrinceRidge Group 2009 - 2011
Bank of America Securities March 1998 - October 2008
UBS 1995 - 1998
Skills
Banking, Credit, Loans, Portfolio Management, Credit Analysis, Risk Management, Mortgage Lending, Financial Analysis, Credit Risk, Retail Banking, Fixed Income, Commercial Banking, Capital Markets, Investment Banking, Equities, Derivatives, Relationship Management, Investments, Financial Modeling, Business Analysis, ABS, Hedge Funds, Structured Finance, Trading, Securities, Structured Products, Bonds, Asset Management, Bloomberg, Valuation, Alternative Investments, Corporate Credit, Management, Mutual Funds, Private Equity, Finance, Due Diligence, Financial Markets, Corporate Finance, Financial Structuring, Financial Services, Series 7, Sales, Credit Derivatives, Venture Capital
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Boston University 1986 — 1990
B.S., Electrical and Electronics Engineering
Framingham North High School
Framingham North High School
Framingham North High School
ApplePie Capital August 2015 - Present
Jefferies & Company February 2011 - August 2015
The PrinceRidge Group 2009 - 2011
Bank of America Securities March 1998 - October 2008
UBS 1995 - 1998
Skills
Banking, Credit, Loans, Portfolio Management, Credit Analysis, Risk Management, Mortgage Lending, Financial Analysis, Credit Risk, Retail Banking, Fixed Income, Commercial Banking, Capital Markets, Investment Banking, Equities, Derivatives, Relationship Management, Investments, Financial Modeling, Business Analysis, ABS, Hedge Funds, Structured Finance, Trading, Securities, Structured Products, Bonds, Asset Management, Bloomberg, Valuation, Alternative Investments, Corporate Credit, Management, Mutual Funds, Private Equity, Finance, Due Diligence, Financial Markets, Corporate Finance, Financial Structuring, Financial Services, Series 7, Sales, Credit Derivatives, Venture Capital
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Boston University 1986 — 1990
B.S., Electrical and Electronics Engineering
Framingham North High School
Framingham North High School
Framingham North High School
Jennifer Sussman Jennifer Sussman's UBS Experience April 2008 - April 2009
Job Strategic HR Partner
Industry Insurance
Experience
QBE Insurance June 2014 - Present
Marvin L. Sussman Ph.D.` May 2011 - Present
QBE North America March 2013 - June 2014
QBE the Americas March 2012 - March 2013
QBE the Americas September 2009 - May 2011
UBS April 2008 - April 2009
UBS July 2006 - April 2008
Skills
Integrity, Building Relationships, Change Management, Teamwork, Solutions Development, Presentation Development, Oral Communications, Coaching, HR Consulting, Business Relationship..., Negotiation, Consensus Building, Employee Engagement, Performance Management, Organizational..., Team Building, Organizational Design, Organizational..., Organizational Change, Talent Management, HR Strategy, Human Capital Management, Onboarding, Recruiting, Strategic Communications, Personnel Management, Employee Relations, Strategic Planning, Workforce Planning, Business Transformation, Risk Management, Internal Communications, Change Communications, Analytical Skills, Business Acumen, Employment Law, Stakeholder Management, Stakeholder Engagement, Team Management, Employee Benefits, Talent Acquisition, Leadership, Management, Outsourcing, Process Improvement, Cross-functional Team..., Career Counseling, Strategic Thinking, Thought Leadership, Presenter
Education
University of Miami 2005 — 2006
Professional Certificate, HR Management
Nova Southeastern University—Shepard Broad Law Center 2000 — 2003
JD, Law
Boston University 1996 — 2000
BA, Political Science
Miami Palmetto Senior High 1993 — 1996
QBE Insurance June 2014 - Present
Marvin L. Sussman Ph.D.` May 2011 - Present
QBE North America March 2013 - June 2014
QBE the Americas March 2012 - March 2013
QBE the Americas September 2009 - May 2011
UBS April 2008 - April 2009
UBS July 2006 - April 2008
Skills
Integrity, Building Relationships, Change Management, Teamwork, Solutions Development, Presentation Development, Oral Communications, Coaching, HR Consulting, Business Relationship..., Negotiation, Consensus Building, Employee Engagement, Performance Management, Organizational..., Team Building, Organizational Design, Organizational..., Organizational Change, Talent Management, HR Strategy, Human Capital Management, Onboarding, Recruiting, Strategic Communications, Personnel Management, Employee Relations, Strategic Planning, Workforce Planning, Business Transformation, Risk Management, Internal Communications, Change Communications, Analytical Skills, Business Acumen, Employment Law, Stakeholder Management, Stakeholder Engagement, Team Management, Employee Benefits, Talent Acquisition, Leadership, Management, Outsourcing, Process Improvement, Cross-functional Team..., Career Counseling, Strategic Thinking, Thought Leadership, Presenter
Education
University of Miami 2005 — 2006
Professional Certificate, HR Management
Nova Southeastern University—Shepard Broad Law Center 2000 — 2003
JD, Law
Boston University 1996 — 2000
BA, Political Science
Miami Palmetto Senior High 1993 — 1996
Tyler Schenk's UBS Experience March 2015 - Present
Job Business Execution Strategist, UBS Wealth Advice Center
Industry Financial Services
Experience
UBS March 2015 - Present
UBS April 2014 - March 2015
UBS August 2012 - April 2014
UBS Wealth Management June 2011 - August 2011
Saint Louis Science Center May 2010 - August 2010
Saint Louis Circuit Attorney May 2010 - August 2010
Skills
PowerPoint, Social Media, Microsoft Excel, Public Speaking, Event Planning, Research, Editing, Leadership, Facebook, Social Media Marketing, Microsoft Office
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
BS, Finance, Marketing
Freie Universität Berlin 2011 — 2011
UBS March 2015 - Present
UBS April 2014 - March 2015
UBS August 2012 - April 2014
UBS Wealth Management June 2011 - August 2011
Saint Louis Science Center May 2010 - August 2010
Saint Louis Circuit Attorney May 2010 - August 2010
Skills
PowerPoint, Social Media, Microsoft Excel, Public Speaking, Event Planning, Research, Editing, Leadership, Facebook, Social Media Marketing, Microsoft Office
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
BS, Finance, Marketing
Freie Universität Berlin 2011 — 2011
Samantha Brazill's UBS Experience February 2015 - Present
Job Senior Recruitment Coordinator at UBS
Industry International Affairs
Experience
UBS February 2015 - Present
UBS September 2013 - February 2015
National Whistleblowers Center May 2012 - June 2012
Kohn, Kohn & Colapinto, LLP May 2012 - June 2012
East Coast Alpine October 2010 - December 2011
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, English to French, Sales, Nonprofits, Event Planning, Public Speaking, Social Media, French to English, Customer Service, Political Science, Administrative Office..., Education, International Relations, International NGOs, Recruiting
Education
Boston University 2009 — 2013
Bachelor of Arts (BA), International Relations
Montclair Kimberley Academy 2007 — 2009
High School Diploma
UBS February 2015 - Present
UBS September 2013 - February 2015
National Whistleblowers Center May 2012 - June 2012
Kohn, Kohn & Colapinto, LLP May 2012 - June 2012
East Coast Alpine October 2010 - December 2011
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, English to French, Sales, Nonprofits, Event Planning, Public Speaking, Social Media, French to English, Customer Service, Political Science, Administrative Office..., Education, International Relations, International NGOs, Recruiting
Education
Boston University 2009 — 2013
Bachelor of Arts (BA), International Relations
Montclair Kimberley Academy 2007 — 2009
High School Diploma
Kristel Tan's UBS Experience June 2015 - August 2015
Job Technical Consultant at BU IT Help Center and Co Founder & CDO at Tumvi, Co.
Industry Computer Software
Experience
Tumvi, Co. April 2015 - Present
Boston University April 2014 - Present
UBS June 2015 - August 2015
DevXApp September 2014 - April 2015
UBS June 2014 - August 2014
Global App Initiative May 2014 - August 2014
Boston University September 2013 - April 2014
Skills
Photoshop, Illustrator, Microsoft Office, Java, Python, Audacity, Digital Photography, Graphic Design, CSS, HTML 5, User Experience, User Interface Design, XML, Troubleshooting, Photography, JavaScript, HTML5
Education
Boston University 2013 — 2017
Bachelor of Arts (BA), Computer Science
Franklin High School 2009 — 2013
Tumvi, Co. April 2015 - Present
Boston University April 2014 - Present
UBS June 2015 - August 2015
DevXApp September 2014 - April 2015
UBS June 2014 - August 2014
Global App Initiative May 2014 - August 2014
Boston University September 2013 - April 2014
Skills
Photoshop, Illustrator, Microsoft Office, Java, Python, Audacity, Digital Photography, Graphic Design, CSS, HTML 5, User Experience, User Interface Design, XML, Troubleshooting, Photography, JavaScript, HTML5
Education
Boston University 2013 — 2017
Bachelor of Arts (BA), Computer Science
Franklin High School 2009 — 2013
Long Tang Long Tang's UBS Experience February 2014 - August 2014
Job Asset Management Analyst at John Hancock
Industry Financial Services
Experience
John Hancock Investments August 2015 - Present
UBS February 2014 - August 2014
Blu. April 2014 - July 2014
The Aclaime Group January 2014 - May 2014
Tangren Group, LLC March 2011 - January 2014
Chinese Future Entrepreneur Foundation and Club February 2011 - February 2012
Kaplan University July 2009 - August 2010
HSBC February 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Financial Modeling, Leadership, Financial Analysis, Finance, Management, Strategy, Data Analysis, Analysis, Corporate Finance, Portfolio Management, Valuation, Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master's Degree, Master of Finance
University of Utah 2010 — 2013
Bachelor's degree, Economics and Computer Science
Northeastern University 2010 — 2011
Bachelor's degree, Economics
John Hancock Investments August 2015 - Present
UBS February 2014 - August 2014
Blu. April 2014 - July 2014
The Aclaime Group January 2014 - May 2014
Tangren Group, LLC March 2011 - January 2014
Chinese Future Entrepreneur Foundation and Club February 2011 - February 2012
Kaplan University July 2009 - August 2010
HSBC February 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Financial Modeling, Leadership, Financial Analysis, Finance, Management, Strategy, Data Analysis, Analysis, Corporate Finance, Portfolio Management, Valuation, Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master's Degree, Master of Finance
University of Utah 2010 — 2013
Bachelor's degree, Economics and Computer Science
Northeastern University 2010 — 2011
Bachelor's degree, Economics
Makeda Marshall- NeSmith's UBS Experience June 2004 - August 2004
Job MCRP Graduate interested in Community Development and Affordable Housing
Industry Nonprofit Organization Management
Experience
Teach for America September 2011 - Present
Jewish Child Care Association August 2009 - February 2011
Jewish Child Care Association June 2009 - August 2009
Upward Bound January 2006 - May 2009
Parsons Brinckerhoff June 2008 - August 2008
Boston University January 2007 - May 2008
Gotham Construction June 2006 - August 2006
UBS June 2004 - August 2004
Skills
Community Outreach, Non-profits, Event Planning, Program Development, Research, Editing, Program Evaluation, Public Speaking, Fundraising, Social Media, Volunteer Management, Youth Development, Teaching, PowerPoint, Spanish, Nonprofits, Microsoft Office, Microsoft Excel, Social Services, Analysis, Management, Time Management, Policy, Human Resources, Marketing, Budgets, Staff Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2014
MCRP, Urban Planning and Development
Boston University 2005 — 2009
BA, International Relations
The Hill School 2001 — 2005
HSD, General Education
I.S. 383 1998 — 2001
Teach for America September 2011 - Present
Jewish Child Care Association August 2009 - February 2011
Jewish Child Care Association June 2009 - August 2009
Upward Bound January 2006 - May 2009
Parsons Brinckerhoff June 2008 - August 2008
Boston University January 2007 - May 2008
Gotham Construction June 2006 - August 2006
UBS June 2004 - August 2004
Skills
Community Outreach, Non-profits, Event Planning, Program Development, Research, Editing, Program Evaluation, Public Speaking, Fundraising, Social Media, Volunteer Management, Youth Development, Teaching, PowerPoint, Spanish, Nonprofits, Microsoft Office, Microsoft Excel, Social Services, Analysis, Management, Time Management, Policy, Human Resources, Marketing, Budgets, Staff Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2014
MCRP, Urban Planning and Development
Boston University 2005 — 2009
BA, International Relations
The Hill School 2001 — 2005
HSD, General Education
I.S. 383 1998 — 2001
Faisal Tarazi's UBS Experience June 2010 - May 2011
Job Underwriting Associate at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance December 2014 - Present
Wells Fargo July 2014 - December 2014
Wells Fargo Capital Finance January 2014 - July 2014
Wells Fargo Capital Finance September 2011 - January 2014
UBS June 2010 - May 2011
Skills
Finance, Financial Analysis, Corporate Finance, Banking, Credit, Risk Management, Microsoft Office, Microsoft Excel, Credit Analysis, Financial Services, Business Analysis, Credit Risk, PowerPoint, Analysis, Microsoft Word, Asset Based Lending, Underwriting
Education
Boston University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Wells Fargo Capital Finance December 2014 - Present
Wells Fargo July 2014 - December 2014
Wells Fargo Capital Finance January 2014 - July 2014
Wells Fargo Capital Finance September 2011 - January 2014
UBS June 2010 - May 2011
Skills
Finance, Financial Analysis, Corporate Finance, Banking, Credit, Risk Management, Microsoft Office, Microsoft Excel, Credit Analysis, Financial Services, Business Analysis, Credit Risk, PowerPoint, Analysis, Microsoft Word, Asset Based Lending, Underwriting
Education
Boston University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Jorge Zighelboim Jorge Zighelboim's UBS Experience April 2002 - January 2005
Job Latinvest Group Holdings
Industry Financial Services
Experience
Latinvest Group Holdings February 2015 - Present
Fractal Advisors December 2005 - May 2015
UBS April 2002 - January 2005
Merrill Lynch August 1998 - April 2002
Skills
Asset Management, Business Strategy, Negotiation, Investment Banking, Capital Markets, Investments, Asset Allocation, Alternative Investments, Management, Sales, Marketing Strategy, Customer Service, Microsoft Excel, Microsoft Office, Portfolio Management, Project Management, Strategic Planning, Strategy, Banking, Risk Management
Education
Boston University 1997 — 1998
Master's in Business Administration, Valuation of Private Business/ Entrepreneurship
University of Florida 1986 — 1988
Bachelor of Arts (BA), Political Science and Government
Lynn University 1984 — 1986
Associate of Arts (A.A.), Political Science and Government
Colegio Internacional de Caracas 1981 — 1984
High School, High School/Secondary Diplomas and Certificates
Latinvest Group Holdings February 2015 - Present
Fractal Advisors December 2005 - May 2015
UBS April 2002 - January 2005
Merrill Lynch August 1998 - April 2002
Skills
Asset Management, Business Strategy, Negotiation, Investment Banking, Capital Markets, Investments, Asset Allocation, Alternative Investments, Management, Sales, Marketing Strategy, Customer Service, Microsoft Excel, Microsoft Office, Portfolio Management, Project Management, Strategic Planning, Strategy, Banking, Risk Management
Education
Boston University 1997 — 1998
Master's in Business Administration, Valuation of Private Business/ Entrepreneurship
University of Florida 1986 — 1988
Bachelor of Arts (BA), Political Science and Government
Lynn University 1984 — 1986
Associate of Arts (A.A.), Political Science and Government
Colegio Internacional de Caracas 1981 — 1984
High School, High School/Secondary Diplomas and Certificates
Ariel Anderson, CTFA's UBS Experience January 2010 - August 2010
Job Relationship Management Associate at Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC September 2014 - Present
Glenmede June 2011 - August 2014
UBS January 2010 - August 2010
Goldman Sachs July 2008 - December 2008
Education
Northeastern University 2006 — 2011
Bachelor of Science in International Business, Finance and Spanish
Universidad Pontificia Comillas 2009 — 2010
International Business
Boston University
Boston University
Cannon Financial Institute
Certified Trust and Financial Advisor (CTFA)
Crestwood Advisors LLC September 2014 - Present
Glenmede June 2011 - August 2014
UBS January 2010 - August 2010
Goldman Sachs July 2008 - December 2008
Education
Northeastern University 2006 — 2011
Bachelor of Science in International Business, Finance and Spanish
Universidad Pontificia Comillas 2009 — 2010
International Business
Boston University
Boston University
Cannon Financial Institute
Certified Trust and Financial Advisor (CTFA)
Xander Porter's UBS Experience June 2012 - August 2012
Job Lead Analyst at AlphaSights
Industry Higher Education
Experience
AlphaSights October 2014 - Present
AlphaSights June 2013 - September 2014
UBS June 2012 - August 2012
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor's degree, Finance, General
AlphaSights October 2014 - Present
AlphaSights June 2013 - September 2014
UBS June 2012 - August 2012
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor's degree, Finance, General
Will Gould Will Gould's UBS Experience January 2001 - April 2003
Job Business Development at ConstantPLAN | Inbound Marketing | Media | Brand Within a Brand | Branding for Individuals
Industry Information Technology and Services
Experience
ConstantPLAN February 2012 - Present
PointServ January 2014 - December 2014
Valentine & Lewis November 2010 - February 2014
V&L Companies April 2005 - February 2014
Raymond James Financial Inc. April 2003 - September 2005
UBS January 2001 - April 2003
Prudential Financial (previously Prudential Securities) August 1998 - June 2001
Terminix April 1997 - July 1998
Skills
Management, Strategy, Asset Management, Financial Services, Sales, Marketing, Portfolio Management, Small Business, Finance, Territory Startup &..., Digital Media, Business Development, Inbound Lead Generation, Retirement, Securities, Sales Process, Retirement Planning, Wealth Management, Strategic Financial..., Wealth Management..., Investment Management, Startup Development, Financial Planning, Investments, Solopreneur
Education
Wharton Business School 2001 — 2002
CIMA, Risk Management- Financial Instruments
Boston University
Accounting
ConstantPLAN February 2012 - Present
PointServ January 2014 - December 2014
Valentine & Lewis November 2010 - February 2014
V&L Companies April 2005 - February 2014
Raymond James Financial Inc. April 2003 - September 2005
UBS January 2001 - April 2003
Prudential Financial (previously Prudential Securities) August 1998 - June 2001
Terminix April 1997 - July 1998
Skills
Management, Strategy, Asset Management, Financial Services, Sales, Marketing, Portfolio Management, Small Business, Finance, Territory Startup &..., Digital Media, Business Development, Inbound Lead Generation, Retirement, Securities, Sales Process, Retirement Planning, Wealth Management, Strategic Financial..., Wealth Management..., Investment Management, Startup Development, Financial Planning, Investments, Solopreneur
Education
Wharton Business School 2001 — 2002
CIMA, Risk Management- Financial Instruments
Boston University
Accounting
Dmitry Larionov's UBS Experience June 2013 - August 2013
Job Group Operations Analyst Foreign Exchange at UBS
Industry
Experience
UBS June 2013 - August 2013
Collegiate Entrepreneurs April 2012 - September 2012
Boston College October 2011 - May 2012
Periscope May 2011 - September 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Adobe DayCQ, Adobe CS6 Photoshop, Logo Design, Social Media, Sales, Customer Service, Public Speaking, Cold Calling, Marketing Strategy, PowerPoint
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.) anticipated in 2014, Finance, Marketing
UBS June 2013 - August 2013
Collegiate Entrepreneurs April 2012 - September 2012
Boston College October 2011 - May 2012
Periscope May 2011 - September 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Adobe DayCQ, Adobe CS6 Photoshop, Logo Design, Social Media, Sales, Customer Service, Public Speaking, Cold Calling, Marketing Strategy, PowerPoint
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.) anticipated in 2014, Finance, Marketing
Gregory Fortier's UBS Experience April 2008 - August 2008
Job Financial Consultant at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Merrill Lynch May 2011 - June 2012
Merrill Lynch September 2008 - December 2010
Forty Seven Apparel and Headware September 2009 - May 2010
UBS April 2008 - August 2008
Education
Boston University Questrom School of Business 2007 — 2011
CFA Institute
CFA Level Two Candidate
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Merrill Lynch May 2011 - June 2012
Merrill Lynch September 2008 - December 2010
Forty Seven Apparel and Headware September 2009 - May 2010
UBS April 2008 - August 2008
Education
Boston University Questrom School of Business 2007 — 2011
CFA Institute
CFA Level Two Candidate
Steve Calder, CFP's UBS Experience February 2004 - September 2008
Job Business Owner, Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors September 2008 - Present
UBS February 2004 - September 2008
CR Bard May 1991 - July 2003
Skills
Retirement Planning, Wealth, Strategic Planning, Small Business, Customer Service, Financial Analysis, Corporate Finance, Securities, Salesforce.com, Finance, Cross-functional Team..., Investments, Financial Advisory, Sales Process, Mergers, Mergers & Acquisitions, Strategic Financial..., Start-ups, Venture Capital, 401k, Risk Management, Fixed Annuities, Networking, Mutual Funds, Retirement, Valuation, Financial Services, Private Equity
Education
University of Utah - David Eccles School of Business 1996 — 1998
MBA, Business, Finance
Brigham Young University 1981 — 1988
BS, Business
Boston University 2006 — 2008
Certified Financial Planner, Finance and Financial Management Services
Wells Fargo Advisors September 2008 - Present
UBS February 2004 - September 2008
CR Bard May 1991 - July 2003
Skills
Retirement Planning, Wealth, Strategic Planning, Small Business, Customer Service, Financial Analysis, Corporate Finance, Securities, Salesforce.com, Finance, Cross-functional Team..., Investments, Financial Advisory, Sales Process, Mergers, Mergers & Acquisitions, Strategic Financial..., Start-ups, Venture Capital, 401k, Risk Management, Fixed Annuities, Networking, Mutual Funds, Retirement, Valuation, Financial Services, Private Equity
Education
University of Utah - David Eccles School of Business 1996 — 1998
MBA, Business, Finance
Brigham Young University 1981 — 1988
BS, Business
Boston University 2006 — 2008
Certified Financial Planner, Finance and Financial Management Services
Catherine Lynch Catherine Lynch's UBS Experience June 2009 - August 2009
Job FX and Commodity Sales at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan July 2010 - June 2013
UBS June 2009 - August 2009
Atlantic Trust September 2008 - December 2008
Skills
Private Banking, Investments, Portfolio Management, Financial Analysis, Microsoft Excel, PowerPoint, Pitch Books, Valuation, Financial Modeling, Bloomberg
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (B.S.), Finance
Bocconi University 2009 — 2009
Bachelor of Science (B.S.), Finance
J.P. Morgan July 2013 - Present
J.P. Morgan July 2010 - June 2013
UBS June 2009 - August 2009
Atlantic Trust September 2008 - December 2008
Skills
Private Banking, Investments, Portfolio Management, Financial Analysis, Microsoft Excel, PowerPoint, Pitch Books, Valuation, Financial Modeling, Bloomberg
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (B.S.), Finance
Bocconi University 2009 — 2009
Bachelor of Science (B.S.), Finance
Maxiel Gomez Maxiel Gomez's UBS Experience 2001 - 2004
Job Partner at Pashman Stein PC
Industry Law Practice
Experience
Pashman Stein PC March 2010 - Present
Rutgers Alumni Association 2008 - Present
Epstein Becker & Green, P.C. January 2008 - February 2010
Dvorak & Associates (formerly Lynch Keefe Bartels) September 2005 - December 2007
New Jersey Superior Court October 2004 - August 2005
UBS 2001 - 2004
Skills
Employment Litigation, Employment Law, Litigation, Civil Litigation, Mediation, Legal Research, Legal Writing, Appeals, Employment..., Courts, Immigration Law, Employment Contracts, Trials, Civil Rights, Commercial Litigation, Arbitration, Westlaw, Trial Practice, Corporate Law, Hearings
Education
Rutgers University School of Law - Newark 2001 — 2004
J.D., Law
Boston University 1994 — 1998
BA, Sociology
Kearny High School 1990 — 1994
Pashman Stein PC March 2010 - Present
Rutgers Alumni Association 2008 - Present
Epstein Becker & Green, P.C. January 2008 - February 2010
Dvorak & Associates (formerly Lynch Keefe Bartels) September 2005 - December 2007
New Jersey Superior Court October 2004 - August 2005
UBS 2001 - 2004
Skills
Employment Litigation, Employment Law, Litigation, Civil Litigation, Mediation, Legal Research, Legal Writing, Appeals, Employment..., Courts, Immigration Law, Employment Contracts, Trials, Civil Rights, Commercial Litigation, Arbitration, Westlaw, Trial Practice, Corporate Law, Hearings
Education
Rutgers University School of Law - Newark 2001 — 2004
J.D., Law
Boston University 1994 — 1998
BA, Sociology
Kearny High School 1990 — 1994
David Leiphart's UBS Experience August 1996 - August 2000
Job Director, Foreign Exchange Sales at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank March 2011 - Present
Scotia Capital February 2009 - December 2010
Deutsche Bank August 2000 - December 2008
UBS August 1996 - August 2000
MFS Investment Management June 1990 - August 1996
Education
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Gulliver Preparatory 1982 — 1986
HS
Deutsche Bank March 2011 - Present
Scotia Capital February 2009 - December 2010
Deutsche Bank August 2000 - December 2008
UBS August 1996 - August 2000
MFS Investment Management June 1990 - August 1996
Education
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Gulliver Preparatory 1982 — 1986
HS
Bellamy Grindl's UBS Experience September 2008 - June 2009
Job Merchandisse Planner, Manager at Gilt.com
Industry Apparel & Fashion
Experience
Gilt.com April 2015 - Present
Gilt.com June 2013 - February 2015
Gilt.com July 2012 - June 2013
Polo Ralph Lauren October 2010 - July 2012
HarperCollins Publishers June 2009 - October 2010
UBS September 2008 - June 2009
America's Growth Capital 2008 - 2008
La Maison Martin Margiela January 2007 - May 2007
Skills
Forecasting, Excel, Economics, Merchandising, French, Planning, Microsoft Office, Retail Math, Outlook, PowerPoint, Market Research, Financial Analysis, Strategic Planning, Public Speaking, Inventory Management, Fashion
Education
Boston University 2004 — 2008
BA, Economis; French Language
Greenhill School 1993 — 2004
Gilt.com April 2015 - Present
Gilt.com June 2013 - February 2015
Gilt.com July 2012 - June 2013
Polo Ralph Lauren October 2010 - July 2012
HarperCollins Publishers June 2009 - October 2010
UBS September 2008 - June 2009
America's Growth Capital 2008 - 2008
La Maison Martin Margiela January 2007 - May 2007
Skills
Forecasting, Excel, Economics, Merchandising, French, Planning, Microsoft Office, Retail Math, Outlook, PowerPoint, Market Research, Financial Analysis, Strategic Planning, Public Speaking, Inventory Management, Fashion
Education
Boston University 2004 — 2008
BA, Economis; French Language
Greenhill School 1993 — 2004
Jalpa Bhavsar's UBS Experience October 2009 - May 2010
Job SVP Credit & Portfolio Sr. Risk Manager / Business Manager at Citi
Industry Financial Services
Experience
Citi March 2015 - Present
TD April 2014 - March 2015
Citi September 2010 - April 2014
Comverge June 2010 - September 2010
UBS October 2009 - May 2010
Bloomberg January 2009 - October 2009
Skills
Risk Management, Contact Development, Skip Tracing, Business Planning, Financial Risk, Financial Modeling, Financial Analysis, Bloomberg, Business Analysis, Asset Managment, Analytics, Data Analysis, Microsoft Excel, Due Diligence, Finance, Analysis, Quantitative Analytics, SAS programming, PowerPoint development, Asset Management, Access, Project Management, Economics, Strategy, Leadership
Education
New York University
M.S., Management & Systems (Enterprise Risk Management)
Boston University
Bachelor of Arts, Economics
John F. Kennedy Memorial HS
Citi March 2015 - Present
TD April 2014 - March 2015
Citi September 2010 - April 2014
Comverge June 2010 - September 2010
UBS October 2009 - May 2010
Bloomberg January 2009 - October 2009
Skills
Risk Management, Contact Development, Skip Tracing, Business Planning, Financial Risk, Financial Modeling, Financial Analysis, Bloomberg, Business Analysis, Asset Managment, Analytics, Data Analysis, Microsoft Excel, Due Diligence, Finance, Analysis, Quantitative Analytics, SAS programming, PowerPoint development, Asset Management, Access, Project Management, Economics, Strategy, Leadership
Education
New York University
M.S., Management & Systems (Enterprise Risk Management)
Boston University
Bachelor of Arts, Economics
John F. Kennedy Memorial HS
Tyler Reed Tyler Reed's UBS Experience June 2013 - August 2013
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC December 2013 - Present
UBS June 2013 - August 2013
Manning & Napier Advisors May 2012 - January 2013
Mendon Ponds Park May 2010 - August 2011
Education
Boston College - Carroll School of Management 2010 — 2014
BS, Finance, Economics
University College London, U. of London 2012 — 2012
McQuaid Jesuit 2004 — 2010
High School
Jefferies LLC December 2013 - Present
UBS June 2013 - August 2013
Manning & Napier Advisors May 2012 - January 2013
Mendon Ponds Park May 2010 - August 2011
Education
Boston College - Carroll School of Management 2010 — 2014
BS, Finance, Economics
University College London, U. of London 2012 — 2012
McQuaid Jesuit 2004 — 2010
High School
Patricia Barba Patricia Barba's UBS Experience April 2004 - November 2006
Job Registered Nurse, Cardiovascular
Industry Hospital & Health Care
Experience
Cleveland Clinic September 2015 - Present
Kepler Capital Markets September 2010 - August 2011
Exane BNP Paribas October 2007 - August 2010
Rochdale Investment Management December 2006 - October 2007
UBS April 2004 - November 2006
J.P. Morgan February 2003 - April 2004
UBS April 2001 - January 2003
Goldman Sachs November 1999 - March 2001
Skills
Hedge Funds, Equities
Education
Concordia College-New York 2013 — 2014
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Boston University 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Greenwich High School 1985 — 1989
Cleveland Clinic September 2015 - Present
Kepler Capital Markets September 2010 - August 2011
Exane BNP Paribas October 2007 - August 2010
Rochdale Investment Management December 2006 - October 2007
UBS April 2004 - November 2006
J.P. Morgan February 2003 - April 2004
UBS April 2001 - January 2003
Goldman Sachs November 1999 - March 2001
Skills
Hedge Funds, Equities
Education
Concordia College-New York 2013 — 2014
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Boston University 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Greenwich High School 1985 — 1989
Lisa London, CRPC® Lisa London, CRPC®'s UBS Experience 2009 - Present
Job Registered CA at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS 2009 - Present
Cleantech Open 2013 - 2013
Ameriprise Financial Services, Inc. 2006 - 2009
Skills
Investments, Wealth Management, Mutual Funds, Series 7, Finance, Retirement Planning, Financial Services, Financial Analysis, Portfolio Management, Asset Allocation
Education
Boston University 2013 — 2016
MBA Candidate
University of Mary Washington 2002 — 2006
BA, Business Administration
UBS 2009 - Present
Cleantech Open 2013 - 2013
Ameriprise Financial Services, Inc. 2006 - 2009
Skills
Investments, Wealth Management, Mutual Funds, Series 7, Finance, Retirement Planning, Financial Services, Financial Analysis, Portfolio Management, Asset Allocation
Education
Boston University 2013 — 2016
MBA Candidate
University of Mary Washington 2002 — 2006
BA, Business Administration
Nicholas Pollard's UBS Experience 2003 - 2006
Job Coordinating Producer Finance & Operations at WGBH
Industry Media Production
Experience
WGBH May 2012 - Present
Wrasse Systems, Inc. February 2011 - Present
Health911.com 2008 - Present
ProActive for Patients Media, Inc. 2009 - April 2011
International Data Corporation 2007 - 2008
Capstone Partners 2006 - 2007
UBS 2003 - 2006
Graduate School Internships 2000 - 2002
Kobren Insight Management 1998 - 2000
Merrill Lynch 1995 - 1998
Skills
Healthcare, Financial Analysis, Investment Banking, Research, Forecasting, Mergers, Strategic Planning, Business Strategy, Business Planning, Strategy Development, Investments, Financial Modeling, Competitive Analysis, Start-ups, Team Building, Product Development, Market Research, Management Consulting, Negotiation, Portfolio Management, Asset Management, Customer Relations, Corporate Finance, Venture Capital, Due Diligence, Entrepreneurship, New Business Development, Strategy, Finance, Mergers & Acquisitions, Analysis, Private Equity, Program Management, Consulting
Education
Boston University Questrom School of Business 2000 — 2002
MBA
Hobart and William Smith Colleges 1991 — 1995
BA
WGBH May 2012 - Present
Wrasse Systems, Inc. February 2011 - Present
Health911.com 2008 - Present
ProActive for Patients Media, Inc. 2009 - April 2011
International Data Corporation 2007 - 2008
Capstone Partners 2006 - 2007
UBS 2003 - 2006
Graduate School Internships 2000 - 2002
Kobren Insight Management 1998 - 2000
Merrill Lynch 1995 - 1998
Skills
Healthcare, Financial Analysis, Investment Banking, Research, Forecasting, Mergers, Strategic Planning, Business Strategy, Business Planning, Strategy Development, Investments, Financial Modeling, Competitive Analysis, Start-ups, Team Building, Product Development, Market Research, Management Consulting, Negotiation, Portfolio Management, Asset Management, Customer Relations, Corporate Finance, Venture Capital, Due Diligence, Entrepreneurship, New Business Development, Strategy, Finance, Mergers & Acquisitions, Analysis, Private Equity, Program Management, Consulting
Education
Boston University Questrom School of Business 2000 — 2002
MBA
Hobart and William Smith Colleges 1991 — 1995
BA
Deep Sheri's UBS Experience October 2007 - October 2011
Job Global Head of Portfolio Management & Strategy at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 2011 - Present
UBS October 2007 - October 2011
Citi Group 2003 - 2007
Education
Stevens Institute of Technology - Howe School of Management 2005 — 2007
MS, Strategy & Management
Boston University Questrom School of Business 1996 — 2000
BSBA
Colonia High School 1992 — 1996
High school diploma
RBC Capital Markets 2011 - Present
UBS October 2007 - October 2011
Citi Group 2003 - 2007
Education
Stevens Institute of Technology - Howe School of Management 2005 — 2007
MS, Strategy & Management
Boston University Questrom School of Business 1996 — 2000
BSBA
Colonia High School 1992 — 1996
High school diploma
Stephen Lascher's UBS Experience September 2000 - January 2002
Job Sales Manager, Wells Fargo Private Mortgage Banking NMLSR #413936
Industry Banking
Experience
Wells Fargo Private Mortgage Banking April 2003 - Present
UBS September 2000 - January 2002
Morgan Stanley September 1999 - August 2000
Skills
Mortgage Lending, Mortgage Banking, Equity Research, Real Estate, Loans, Loan Origination, Investment Properties, FHA, Selling, Residential Mortgages, Refinance, Investments, Credit, First Time Home Buyers, Real Estate Transactions, Negotiation, Real Estate Economics, Underwriting, Banking, Sales Management, Real Estate Financing, Condos, Credit Analysis
Education
Boston University 1995 — 1999
BS, Interdisciplinary Studies
Wells Fargo Private Mortgage Banking April 2003 - Present
UBS September 2000 - January 2002
Morgan Stanley September 1999 - August 2000
Skills
Mortgage Lending, Mortgage Banking, Equity Research, Real Estate, Loans, Loan Origination, Investment Properties, FHA, Selling, Residential Mortgages, Refinance, Investments, Credit, First Time Home Buyers, Real Estate Transactions, Negotiation, Real Estate Economics, Underwriting, Banking, Sales Management, Real Estate Financing, Condos, Credit Analysis
Education
Boston University 1995 — 1999
BS, Interdisciplinary Studies
David DeSantis's UBS Experience 2000 - 2007
Job Relationship Manager at SEI
Industry Capital Markets
Experience
SEI May 2015 - Present
JP Morgan 2008 - April 2015
UBS 2000 - 2007
Swiss Bank Corporation 1997 - 2000
Education
Boston University 1995 — 1997
MBA
SEI May 2015 - Present
JP Morgan 2008 - April 2015
UBS 2000 - 2007
Swiss Bank Corporation 1997 - 2000
Education
Boston University 1995 — 1997
MBA
Eric Eustace's UBS Experience January 2007 - July 2010
Job Manager of Database / Revenue Analysis Priceline.com
Industry Internet
Experience
Priceline.com September 2010 - Present
UBS January 2007 - July 2010
Perot Systems May 2004 - December 2006
Bear Stearns July 2003 - April 2004
Citi March 2002 - June 2003
Citi May 2000 - February 2002
Citi April 1999 - April 2000
Ernst & Young March 1998 - March 1999
Skills
Analysis, Financial Analysis, Finance, Business Analysis, Financial Modeling, Investment Banking, Management, Strategy, Project Planning, Process Improvement, Budgets, Business Planning, Access, Databases, Vendor Management, Risk Management, Managerial Finance, IT Service Management, SDLC, Forecasting, Fixed Income, Microsoft Office, Microsoft Excel, SQL, Portfolio Management, Accounting, IT Strategy, IT Management, Strategic Financial..., Pricing, E-commerce, Oracle, Business Intelligence, Data Analysis, Visual Studio, Hyperion Reports, Hyperion Enterprise, Database Design, Database Applications, Business Objects, Essbase, Microsoft SQL Server, SQL Server Management..., Visual Basic, SSRS, Strategic Planning, Team Leadership, Financial Reporting, SQL Server Reporting..., Training
Education
Boston University Questrom School of Business 1995 — 1997
BSBA, Finance
Priceline.com September 2010 - Present
UBS January 2007 - July 2010
Perot Systems May 2004 - December 2006
Bear Stearns July 2003 - April 2004
Citi March 2002 - June 2003
Citi May 2000 - February 2002
Citi April 1999 - April 2000
Ernst & Young March 1998 - March 1999
Skills
Analysis, Financial Analysis, Finance, Business Analysis, Financial Modeling, Investment Banking, Management, Strategy, Project Planning, Process Improvement, Budgets, Business Planning, Access, Databases, Vendor Management, Risk Management, Managerial Finance, IT Service Management, SDLC, Forecasting, Fixed Income, Microsoft Office, Microsoft Excel, SQL, Portfolio Management, Accounting, IT Strategy, IT Management, Strategic Financial..., Pricing, E-commerce, Oracle, Business Intelligence, Data Analysis, Visual Studio, Hyperion Reports, Hyperion Enterprise, Database Design, Database Applications, Business Objects, Essbase, Microsoft SQL Server, SQL Server Management..., Visual Basic, SSRS, Strategic Planning, Team Leadership, Financial Reporting, SQL Server Reporting..., Training
Education
Boston University Questrom School of Business 1995 — 1997
BSBA, Finance
Sandeep Hingorani's UBS Experience October 2005 - February 2009
Job CoFounder at LotsOfStops
Industry Telecommunications
Experience
Taking it to the streets June 2014 - Present
LotsOfStops September 2014 - November 2014
frogo.tv 2012 - 2012
Emenity November 2001 - November 2010
Morgan Stanley Smith Barney February 2009 - February 2010
UBS October 2005 - February 2009
ON24 2004 - 2005
Polaris Software Labs 2002 - 2005
Solutionpark AG July 2001 - 2002
Akamai Technologies 1999 - 2001
Skills
Product Development, Business Strategy, New Business Development, Strategy, Social Media, Marketing Communications, Project Management, Web Video, Streaming Media, Cloud Computing, Business Development, Financial Analysis, Financial Modeling, Early-stage Startups, Startup Development, Entrepreneurship
Education
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2006 — 2008
M.B.L., Masters in Business Law
Pennsylvania State University 1991 — 1995
BS, International Business
Universität zu Köln / University of Cologne 1993 — 1993
Study Abroad, International Business, Trade, and Tax Law
Boston University
Certified Financial Planner Coursework, CFP
Taking it to the streets June 2014 - Present
LotsOfStops September 2014 - November 2014
frogo.tv 2012 - 2012
Emenity November 2001 - November 2010
Morgan Stanley Smith Barney February 2009 - February 2010
UBS October 2005 - February 2009
ON24 2004 - 2005
Polaris Software Labs 2002 - 2005
Solutionpark AG July 2001 - 2002
Akamai Technologies 1999 - 2001
Skills
Product Development, Business Strategy, New Business Development, Strategy, Social Media, Marketing Communications, Project Management, Web Video, Streaming Media, Cloud Computing, Business Development, Financial Analysis, Financial Modeling, Early-stage Startups, Startup Development, Entrepreneurship
Education
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2006 — 2008
M.B.L., Masters in Business Law
Pennsylvania State University 1991 — 1995
BS, International Business
Universität zu Köln / University of Cologne 1993 — 1993
Study Abroad, International Business, Trade, and Tax Law
Boston University
Certified Financial Planner Coursework, CFP
Jameson Viljaste's UBS Experience May 2013 - Present
Job UBS Financial Services
Industry Financial Services
Experience
UBS May 2013 - Present
Education
Boston University 1987 — 1991
Liberal Arts, Political Science, Business Administration
UBS May 2013 - Present
Education
Boston University 1987 — 1991
Liberal Arts, Political Science, Business Administration
Reginald Rajakaruna's UBS Experience June 2015 - Present
Job Business Analyst at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
Neuberger Berman July 2014 - January 2015
Avenue Capital Group March 2010 - September 2013
The Madison Square Garden Company September 2009 - January 2010
Skills
Bloomberg, Derivatives, Fixed Income, Financial Modeling, Quantitative Finance, Structured Finance, Middle Office, Microsoft Excel, Financial Analysis
Education
New York University - Polytechnic School of Engineering 2008 — 2010
MS, Financial Engineering
Boston University 2004 — 2008
Economics
UBS June 2015 - Present
Neuberger Berman July 2014 - January 2015
Avenue Capital Group March 2010 - September 2013
The Madison Square Garden Company September 2009 - January 2010
Skills
Bloomberg, Derivatives, Fixed Income, Financial Modeling, Quantitative Finance, Structured Finance, Middle Office, Microsoft Excel, Financial Analysis
Education
New York University - Polytechnic School of Engineering 2008 — 2010
MS, Financial Engineering
Boston University 2004 — 2008
Economics
Amanda Neale's UBS Experience January 2006 - December 2008
Job at
Industry Pharmaceuticals
Experience
1A Auto September 2014 - Present
The Nagler Group May 2014 - September 2014
IW Pharmacy January 2010 - January 2014
UBS January 2006 - December 2008
Putnam Investments 1998 - 2004
Education
University of Phoenix 2002 — 2004
MBA, Technology Management
Boston University 1991 — 1996
BS, Communication
1A Auto September 2014 - Present
The Nagler Group May 2014 - September 2014
IW Pharmacy January 2010 - January 2014
UBS January 2006 - December 2008
Putnam Investments 1998 - 2004
Education
University of Phoenix 2002 — 2004
MBA, Technology Management
Boston University 1991 — 1996
BS, Communication
Blake Wilder's UBS Experience March 2007 - April 2008
Job Liability Specialist, Risk Management at Agero, Inc.
Industry Insurance
Experience
Agero, Inc. August 2015 - Present
Safety Insurance January 2012 - July 2015
UBS March 2007 - April 2008
The Food Project 2002 - 2004
Skills
Insurance, Liability, Time Management, Customer Service, Claims Handling, Property Claims, Property Damage, Claim Investigation, Sicasa, Sedona, Auto Claims, Liability Analysis, Insurance Adjusting, Xactimate, Homeowners, Claims Management, Data Entry, Third Party Liability, Data Analysis, Personal Lines Auto, Claims Review, Claims Investigations, Loss Reserving, Insurance Negotiations, Fraud Claims, Public Speaking, Microsoft Office, AS400 Administration, Property & Casualty..., Claim, Management, General Insurance
Education
American International College 2005 — 2009
Bachelor of Science in Business Administration (B.S.B.A), Economics and Business Management, 3.2 GPA
John D. O'Bryant Exam School 2001 — 2005
Diploma, Mathematics and Science concentrations
Boston University
Master’s Degree, Business Continuity, Security, and Risk Management
Agero, Inc. August 2015 - Present
Safety Insurance January 2012 - July 2015
UBS March 2007 - April 2008
The Food Project 2002 - 2004
Skills
Insurance, Liability, Time Management, Customer Service, Claims Handling, Property Claims, Property Damage, Claim Investigation, Sicasa, Sedona, Auto Claims, Liability Analysis, Insurance Adjusting, Xactimate, Homeowners, Claims Management, Data Entry, Third Party Liability, Data Analysis, Personal Lines Auto, Claims Review, Claims Investigations, Loss Reserving, Insurance Negotiations, Fraud Claims, Public Speaking, Microsoft Office, AS400 Administration, Property & Casualty..., Claim, Management, General Insurance
Education
American International College 2005 — 2009
Bachelor of Science in Business Administration (B.S.B.A), Economics and Business Management, 3.2 GPA
John D. O'Bryant Exam School 2001 — 2005
Diploma, Mathematics and Science concentrations
Boston University
Master’s Degree, Business Continuity, Security, and Risk Management
Teresa Stanco's UBS Experience 1999 - 2003
Job Sales at National Financial, a Fidelity Investments Company
Industry Financial Services
Experience
National Financial, a Fidelity Investments Company 2006 - Present
National Financial, a Fidelity Investments company 2003 - 2006
UBS 1999 - 2003
Skills
Series 7, Securities, Fixed Income, Series 24, Series 63
Education
Boston University
BA
National Financial, a Fidelity Investments Company 2006 - Present
National Financial, a Fidelity Investments company 2003 - 2006
UBS 1999 - 2003
Skills
Series 7, Securities, Fixed Income, Series 24, Series 63
Education
Boston University
BA
Bresnehan, Jay's UBS Experience
Job Vice President Investments at UBS
Industry Financial Services
Experience
UBS
Education
Boston University 1971 — 1976
UBS
Education
Boston University 1971 — 1976
Mitchell Budwick's UBS Experience August 2003 - August 2004
Job Principal Sales
Industry Oil & Energy
Experience
Global Wax LLC 2011 - Present
Goldman Sachs 2004 - August 2011
UBS August 2003 - August 2004
Pax Clearing Corporation 2002 - 2004
Pershing 1901 - 1901
Skills
Structured Finance, Equities, Derivatives, Middle Office, Equity Derivatives, Options, Trading Systems, SQL, Oracle, Perl, Trading, Java, Electronic Trading, Market Data, Management
Education
Boston University 1985 — 1990
B.S.E.E, Electrical Engineering
Global Wax LLC 2011 - Present
Goldman Sachs 2004 - August 2011
UBS August 2003 - August 2004
Pax Clearing Corporation 2002 - 2004
Pershing 1901 - 1901
Skills
Structured Finance, Equities, Derivatives, Middle Office, Equity Derivatives, Options, Trading Systems, SQL, Oracle, Perl, Trading, Java, Electronic Trading, Market Data, Management
Education
Boston University 1985 — 1990
B.S.E.E, Electrical Engineering
Kevin Cunningham MS, CEM, CBCP's UBS Experience January 2007 - May 2013
Job Head of Global Business Continuity and Crisis Management at NBCUniversal
Industry Entertainment
Experience
NBCUniversal, Inc. May 2013 - Present
UBS January 2007 - May 2013
NYC Office of Emergency Management 2004 - 2007
Skills
Business Continuity, Emergency Management, Disaster Preparedness, Crisis Management, Emergency Operations, Contingency Planning, Business Resilience, CBCP, Risk Management, Emergency Services, Operational Risk..., Disaster Response, Preparedness, Continuity, Certified Energy Manager
Education
Boston University 2006 — 2008
MS, Emergency Management and Business Continuity
Boston University 1991 — 1995
BS, Communications
NBCUniversal, Inc. May 2013 - Present
UBS January 2007 - May 2013
NYC Office of Emergency Management 2004 - 2007
Skills
Business Continuity, Emergency Management, Disaster Preparedness, Crisis Management, Emergency Operations, Contingency Planning, Business Resilience, CBCP, Risk Management, Emergency Services, Operational Risk..., Disaster Response, Preparedness, Continuity, Certified Energy Manager
Education
Boston University 2006 — 2008
MS, Emergency Management and Business Continuity
Boston University 1991 — 1995
BS, Communications
Mitch Germain's UBS Experience 2004 - 2006
Job Managing Director at JMP Securities
Industry Real Estate
Experience
JMP Securities July 2009 - Present
Bank of America 2006 - Present
RBC Capital Markets 2005 - 2006
UBS 2004 - 2006
SunDance Advisers 1999 - 2004
JP Morgan 1997 - 1999
ING Clarion 1995 - 1997
Education
Boston University 1990 — 1994
BS, Accounting
JMP Securities July 2009 - Present
Bank of America 2006 - Present
RBC Capital Markets 2005 - 2006
UBS 2004 - 2006
SunDance Advisers 1999 - 2004
JP Morgan 1997 - 1999
ING Clarion 1995 - 1997
Education
Boston University 1990 — 1994
BS, Accounting
Brian Hicks, CFA's UBS Experience August 2007 - April 2009
Job Partner at Beacon Rock Partners (formerly McDonald Franceschi)
Industry Financial Services
Experience
Beacon Rock Partners (formerly McDonald Franceschi) April 2009 - Present
UBS August 2007 - April 2009
Miller Nash LLP 2004 - 2005
Tonkon Torp 2003 - 2004
Wilson Sonsini Goodrich & Rosati 2000 - 2003
Nutter McClennen & Fish LLP 1998 - 2000
Education
Boston College Law School 1995 — 1998
JD, Law
University of California, Berkeley 1990 — 1993
BA, History
Beacon Rock Partners (formerly McDonald Franceschi) April 2009 - Present
UBS August 2007 - April 2009
Miller Nash LLP 2004 - 2005
Tonkon Torp 2003 - 2004
Wilson Sonsini Goodrich & Rosati 2000 - 2003
Nutter McClennen & Fish LLP 1998 - 2000
Education
Boston College Law School 1995 — 1998
JD, Law
University of California, Berkeley 1990 — 1993
BA, History
Mark Michalek's UBS Experience Equity SalesUBS Financial ServicesMay 2006 - Present
Job Equity Sales at UBS Financial Services
Industry Financial Services
Experience
UBS Equity SalesUBS Financial ServicesMay 2006 - Present
UBS Investment Bank 2006 - Present
Merrill Lynch 2004 - 2006
Education
University of Colorado Denver 2005 — 2008
MBA, Finance
Boston University 1998 — 2002
BA, Economics
Regis
UBS Equity SalesUBS Financial ServicesMay 2006 - Present
UBS Investment Bank 2006 - Present
Merrill Lynch 2004 - 2006
Education
University of Colorado Denver 2005 — 2008
MBA, Finance
Boston University 1998 — 2002
BA, Economics
Regis
Richard T. Farquharson Jr., CFA's UBS Experience January 2014 - November 2014
Job Global CLevel Executive | Information Technology | Asset Management & Banking
Industry Financial Services
Experience
Braemar Advisors, LLC January 2015 - Present
UBS January 2014 - November 2014
UBS February 2011 - January 2014
Braemar, LLC October 2008 - February 2011
Babson Capital Management October 2000 - September 2008
Loomis Sayles September 1997 - September 2000
State Street Research October 1986 - September 1997
Skills
IT Strategy, Vendor Management, Risk Management, Fixed Income, Business Intelligence, Investments, Securities, Financial Services, Portfolio Management, Equities, Business Analysis, Asset Management, Strategic Planning, Hedge Funds, Investment Banking, Derivatives, Capital Markets, Project Management
Education
Boston University Questrom School of Business
MS/MIS
University of Notre Dame
BBA
Braemar Advisors, LLC January 2015 - Present
UBS January 2014 - November 2014
UBS February 2011 - January 2014
Braemar, LLC October 2008 - February 2011
Babson Capital Management October 2000 - September 2008
Loomis Sayles September 1997 - September 2000
State Street Research October 1986 - September 1997
Skills
IT Strategy, Vendor Management, Risk Management, Fixed Income, Business Intelligence, Investments, Securities, Financial Services, Portfolio Management, Equities, Business Analysis, Asset Management, Strategic Planning, Hedge Funds, Investment Banking, Derivatives, Capital Markets, Project Management
Education
Boston University Questrom School of Business
MS/MIS
University of Notre Dame
BBA
Thomas Hasselmann's UBS Experience July 2009 - April 2011
Job SVP at Citibank
Industry Financial Services
Experience
Citibank April 2011 - Present
UBS July 2009 - April 2011
Goldman Sachs May 1998 - December 2008
Bankers Trust January 1996 - May 1998
JPMorgan 1985 - 1995
United States Marine Corps June 1982 - August 1985
Skills
Process Engineering, Operations Management, Cost Reduction, Risk Management, Middle Office, Trade Support, Project Management, Product Development, Securities Lending, Custody Lending, Operations Risk..., Business Analysis, Financial Services, Finance, Fixed Income, Hedge Funds, Investment Banking, Operational Risk..., Portfolio Management, Prime Brokerage, Securities, Settlement, Strategy, Trading, Loans
Education
Boston University 1983 — 1985
MSBA, Business Administration
Rutgers University-New Brunswick 1978 — 1982
BA, Business Administration
Citibank April 2011 - Present
UBS July 2009 - April 2011
Goldman Sachs May 1998 - December 2008
Bankers Trust January 1996 - May 1998
JPMorgan 1985 - 1995
United States Marine Corps June 1982 - August 1985
Skills
Process Engineering, Operations Management, Cost Reduction, Risk Management, Middle Office, Trade Support, Project Management, Product Development, Securities Lending, Custody Lending, Operations Risk..., Business Analysis, Financial Services, Finance, Fixed Income, Hedge Funds, Investment Banking, Operational Risk..., Portfolio Management, Prime Brokerage, Securities, Settlement, Strategy, Trading, Loans
Education
Boston University 1983 — 1985
MSBA, Business Administration
Rutgers University-New Brunswick 1978 — 1982
BA, Business Administration
Frank LoFrisco's UBS Experience May 1997 - April 1998
Job Partner at Muller Road Capital, LP
Industry Financial Services
Experience
Muller Road Capital, LP January 2015 - Present
445 Salons, LLC January 2010 - Present
RBS Greenwich Capital May 2007 - December 2008
Bierstadt Capital, LLC November 2004 - April 2007
Affordable Residential Communities June 1999 - November 2004
Lehman Brothers April 1998 - June 1999
UBS May 1997 - April 1998
Cowen and Company March 1996 - May 1997
Paine Webber March 1995 - March 1996
Kidder Peabody June 1990 - March 1995
Skills
Real Estate, Mergers & Acquisitions, Real Estate Economics, Due Diligence, Asset Management, Investments, Valuation, Contract Negotiation, Real Estate Development, Leases, Investment Properties, Asset Managment
Education
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Muller Road Capital, LP January 2015 - Present
445 Salons, LLC January 2010 - Present
RBS Greenwich Capital May 2007 - December 2008
Bierstadt Capital, LLC November 2004 - April 2007
Affordable Residential Communities June 1999 - November 2004
Lehman Brothers April 1998 - June 1999
UBS May 1997 - April 1998
Cowen and Company March 1996 - May 1997
Paine Webber March 1995 - March 1996
Kidder Peabody June 1990 - March 1995
Skills
Real Estate, Mergers & Acquisitions, Real Estate Economics, Due Diligence, Asset Management, Investments, Valuation, Contract Negotiation, Real Estate Development, Leases, Investment Properties, Asset Managment
Education
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Kenneth Gettinger's UBS Experience May 1988 - May 1998
Job Chairman at KPG Capital Partners
Industry Investment Management
Experience
KPG Capital Partners May 2000 - Present
DLJ May 1998 - May 2000
UBS May 1988 - May 1998
Skills
Hedge Funds, Strategy, Private Equity, Emerging Markets, Corporate Finance, Mergers & Acquisitions, Alternative Investments, Investments, Investment Properties, Trading, Investment Banking, Asset Management, Commodity, Fund Of Funds, Equities, FX trading, Venture Capital, Management, Portfolio Management, Commodity Markets, Valuation, Capital, Derivatives, Investment Management, Investor Relations, Asset Allocation, Investment Strategies, Fixed Income, Capital Markets, Equity Research, Financial Structuring, Financial Markets, Investment Advisory, Bonds, Options, Private Placements, Funding, Securities
Education
Boston University Questrom School of Business 1976 — 1980
KPG Capital Partners May 2000 - Present
DLJ May 1998 - May 2000
UBS May 1988 - May 1998
Skills
Hedge Funds, Strategy, Private Equity, Emerging Markets, Corporate Finance, Mergers & Acquisitions, Alternative Investments, Investments, Investment Properties, Trading, Investment Banking, Asset Management, Commodity, Fund Of Funds, Equities, FX trading, Venture Capital, Management, Portfolio Management, Commodity Markets, Valuation, Capital, Derivatives, Investment Management, Investor Relations, Asset Allocation, Investment Strategies, Fixed Income, Capital Markets, Equity Research, Financial Structuring, Financial Markets, Investment Advisory, Bonds, Options, Private Placements, Funding, Securities
Education
Boston University Questrom School of Business 1976 — 1980
Brett Higgins's UBS Experience May 2008 - July 2008
Job J.D., Boston University School of Law
Industry Legal Services
Experience
Segal Roitman, LLP May 2014 - August 2014
Boston University Civil Litigation Clinic September 2013 - May 2014
Shelter Legal services May 2013 - August 2013
StrongBear Corp. October 2011 - August 2012
GAP Solutions, Inc. June 2010 - October 2011
Blue Wave Marketing & Promotions January 2009 - April 2009
Merrill Lynch September 2008 - December 2008
UBS May 2008 - July 2008
XS Direct March 2008 - April 2008
Skills
Budgets, Marketing
Education
Boston University School of Law 2012 — 2015
Doctor of Law (J.D.), cum laude
Boston University Questrom School of Business 2005 — 2009
BSBA, Marketing
Segal Roitman, LLP May 2014 - August 2014
Boston University Civil Litigation Clinic September 2013 - May 2014
Shelter Legal services May 2013 - August 2013
StrongBear Corp. October 2011 - August 2012
GAP Solutions, Inc. June 2010 - October 2011
Blue Wave Marketing & Promotions January 2009 - April 2009
Merrill Lynch September 2008 - December 2008
UBS May 2008 - July 2008
XS Direct March 2008 - April 2008
Skills
Budgets, Marketing
Education
Boston University School of Law 2012 — 2015
Doctor of Law (J.D.), cum laude
Boston University Questrom School of Business 2005 — 2009
BSBA, Marketing
Robert Wan's UBS Experience July 2007 - June 2010
Job PT Trading Programmer
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch April 2015 - Present
Barclays Capital June 2010 - Present
UBS July 2007 - June 2010
Skills
Java, Java Concurrency, Business Analysis, SQL, Agile Methodologies, SDLC, XML, Unix, Sybase, Trading Systems, Perl, Spring, Microsoft SQL Server, Finance
Education
Boston University 2003 — 2007
Undergraduate, Computer Science, Finance
Bank of America Merrill Lynch April 2015 - Present
Barclays Capital June 2010 - Present
UBS July 2007 - June 2010
Skills
Java, Java Concurrency, Business Analysis, SQL, Agile Methodologies, SDLC, XML, Unix, Sybase, Trading Systems, Perl, Spring, Microsoft SQL Server, Finance
Education
Boston University 2003 — 2007
Undergraduate, Computer Science, Finance
Elizabeth Koltz, Ed.M., SPHR's UBS Experience July 2011 - October 2011
Job Learning Design and Development
Industry Education Management
Experience
Albert Einstein College of Medicine May 2015 - Present
Rutgers New Jersey Medical School November 2012 - May 2015
Innovative Learning Group April 2012 - November 2012
Hewlett-Packard March 2002 - May 2012
OwenCollier Partners 2006 - 2012
UBS July 2011 - October 2011
Osram Sylvania 2002 - 2002
AT&T Broadband 1997 - 2002
Lotus Development Corporation 1994 - 1996
Liberty Mutual January 1993 - January 1994
Skills
Blended Learning, Curriculum Development, Instructional Design, Performance Management, E-Learning, Needs Analysis, Instructor-led Training, Leadership Development, Organizational..., Program Management, Talent Management, Change Management, Performance Improvement, Career Development, ADDIE, Onboarding, Project Management
Education
Boston University 1989 — 1990
Ed.M., Educational Media & Technology
Albert Einstein College of Medicine May 2015 - Present
Rutgers New Jersey Medical School November 2012 - May 2015
Innovative Learning Group April 2012 - November 2012
Hewlett-Packard March 2002 - May 2012
OwenCollier Partners 2006 - 2012
UBS July 2011 - October 2011
Osram Sylvania 2002 - 2002
AT&T Broadband 1997 - 2002
Lotus Development Corporation 1994 - 1996
Liberty Mutual January 1993 - January 1994
Skills
Blended Learning, Curriculum Development, Instructional Design, Performance Management, E-Learning, Needs Analysis, Instructor-led Training, Leadership Development, Organizational..., Program Management, Talent Management, Change Management, Performance Improvement, Career Development, ADDIE, Onboarding, Project Management
Education
Boston University 1989 — 1990
Ed.M., Educational Media & Technology
John Sagan's UBS Experience April 2000 - November 2002
Job 8th grade Mathematics student teacher Fox Lane Middle School
Industry Education Management
Experience
student teacher Fox Lane Middle School August 2015 - Present
Student @ manhattanville January 2014 - August 2015
UBS Investment Bank November 2002 - November 2012
UBS April 2000 - November 2002
UBS 1996 - 2000
L.F. Rothschild 1986 - 1989
Skills
Series 7, Options, Derivatives, Bloomberg, Fixed Income, Banking, Trading, Emerging Markets, Bonds, Capital Markets, Electronic Trading, Financial Markets, Interest Rate..., Equity Derivatives, Series 63, Hedging, Market Risk, Series 24, ETFs, Credit Trading, Equities, Proprietary Trading, Structured Products, Securities, Rates, Bond Markets, Bloomberg Terminal, MBS, Trading Systems, Alternative Investments, Swaps, Interest Rate Swaps, Asset Management, Financial Risk, Risk Management, Valuation, Investments
Education
Manhattanville College 2014 — 2015
Master's degree
Fordham Gabelli School of Business 1989 — 1991
mba, finance
Boston University 1980 — 1984
Bachelor of Arts (B.A.), economics
Fox Lane High School 1976 — 1980
College prep
student teacher Fox Lane Middle School August 2015 - Present
Student @ manhattanville January 2014 - August 2015
UBS Investment Bank November 2002 - November 2012
UBS April 2000 - November 2002
UBS 1996 - 2000
L.F. Rothschild 1986 - 1989
Skills
Series 7, Options, Derivatives, Bloomberg, Fixed Income, Banking, Trading, Emerging Markets, Bonds, Capital Markets, Electronic Trading, Financial Markets, Interest Rate..., Equity Derivatives, Series 63, Hedging, Market Risk, Series 24, ETFs, Credit Trading, Equities, Proprietary Trading, Structured Products, Securities, Rates, Bond Markets, Bloomberg Terminal, MBS, Trading Systems, Alternative Investments, Swaps, Interest Rate Swaps, Asset Management, Financial Risk, Risk Management, Valuation, Investments
Education
Manhattanville College 2014 — 2015
Master's degree
Fordham Gabelli School of Business 1989 — 1991
mba, finance
Boston University 1980 — 1984
Bachelor of Arts (B.A.), economics
Fox Lane High School 1976 — 1980
College prep
Karen Carlin's UBS Experience July 1994 - October 2008
Job CFP at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2008 - Present
UBS July 1994 - October 2008
Education
Boston University 1987 — 1991
Finance
Credit Suisse November 2008 - Present
UBS July 1994 - October 2008
Education
Boston University 1987 — 1991
Finance
Mark Holland, CFA's UBS Experience May 2006 - May 2007
Job Equity Research Associate US Financials at CLSA
Industry Capital Markets
Experience
CLSA November 2011 - Present
CLSA Asia-Pacific Markets June 2010 - November 2011
UBS May 2006 - May 2007
Skills
Equity Research, Financial Modeling, Financial Analysis, Equities, Valuation, Bloomberg, Capital Markets, Investments, Portfolio Management, Corporate Finance
Education
Boston University Questrom School of Business 2003 — 2007
BS, Business/Finance
CLSA November 2011 - Present
CLSA Asia-Pacific Markets June 2010 - November 2011
UBS May 2006 - May 2007
Skills
Equity Research, Financial Modeling, Financial Analysis, Equities, Valuation, Bloomberg, Capital Markets, Investments, Portfolio Management, Corporate Finance
Education
Boston University Questrom School of Business 2003 — 2007
BS, Business/Finance
Victoria Golden's UBS Experience August 2013 - September 2014
Job Web Project Manager at NewsCred
Industry Marketing and Advertising
Experience
NewsCred January 2015 - Present
UBS August 2013 - September 2014
The Creative Group August 2012 - August 2013
Spry International April 2011 - August 2012
Spry International January 2011 - April 2011
Harper's Bazaar July 2010 - November 2010
Skills
Social Media, Web Project Management, Omniture, Marketing, Advertising, Facebook, Blogging, Public Relations, Social Media Marketing, Press Releases, Event Planning, Marketing Communications, Online Advertising, Copywriting, Market Research, SEO, Google Adwords, Microsoft Office, Digital Marketing, Pinterest, Mac, Online Marketing..., Account Management, Project Management, CRM, InDesign
Education
Boston College - Wallace E. Carroll Graduate School of Management
Bachelor's degree, Marketing/Marketing Management, General
St. Mary’s University College, Twickerham 2013 — 2014
Master of Business Administration (MBA), International Marketing
UNSW 2011 — 2011
River Dell High School
NewsCred January 2015 - Present
UBS August 2013 - September 2014
The Creative Group August 2012 - August 2013
Spry International April 2011 - August 2012
Spry International January 2011 - April 2011
Harper's Bazaar July 2010 - November 2010
Skills
Social Media, Web Project Management, Omniture, Marketing, Advertising, Facebook, Blogging, Public Relations, Social Media Marketing, Press Releases, Event Planning, Marketing Communications, Online Advertising, Copywriting, Market Research, SEO, Google Adwords, Microsoft Office, Digital Marketing, Pinterest, Mac, Online Marketing..., Account Management, Project Management, CRM, InDesign
Education
Boston College - Wallace E. Carroll Graduate School of Management
Bachelor's degree, Marketing/Marketing Management, General
St. Mary’s University College, Twickerham 2013 — 2014
Master of Business Administration (MBA), International Marketing
UNSW 2011 — 2011
River Dell High School
Jue (Seddie) Sun's UBS Experience August 2012 - January 2014
Job
Industry Financial Services
Experience
UBS August 2012 - January 2014
Deutsche Bank August 2010 - August 2012
Harvard University 2009 - 2009
SABIC Innovative Plastics ( formerly: GE plastics ) July 2007 - July 2008
Deloitte July 2005 - July 2007
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Derivatives, Risk Management, Cash Flow Forecasting, Budgets, Fixed Income Analysis, Financial Statement..., Investments, Fixed Income, Capital Markets, Finance, Hedge Funds, Bloomberg, Managerial Finance, Valuation, Internal Audit, Financial Services, Equity Research, Equity Valuation, Portfolio Management, Private Equity, Equities, Credit Derivatives, Due Diligence, Auditing, Alternative Investments, Business Valuation, Bloomberg Terminal, DCF, Strategic Financial..., Structured Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MS, Finance, Awarded Dean’s Scholarship and Graduate Assistantship
Shanghai International Studies University
BA, Business Administration
Shi Xi High School
UBS August 2012 - January 2014
Deutsche Bank August 2010 - August 2012
Harvard University 2009 - 2009
SABIC Innovative Plastics ( formerly: GE plastics ) July 2007 - July 2008
Deloitte July 2005 - July 2007
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Derivatives, Risk Management, Cash Flow Forecasting, Budgets, Fixed Income Analysis, Financial Statement..., Investments, Fixed Income, Capital Markets, Finance, Hedge Funds, Bloomberg, Managerial Finance, Valuation, Internal Audit, Financial Services, Equity Research, Equity Valuation, Portfolio Management, Private Equity, Equities, Credit Derivatives, Due Diligence, Auditing, Alternative Investments, Business Valuation, Bloomberg Terminal, DCF, Strategic Financial..., Structured Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MS, Finance, Awarded Dean’s Scholarship and Graduate Assistantship
Shanghai International Studies University
BA, Business Administration
Shi Xi High School
Manuel Lee's UBS Experience July 2007 - September 2010
Job Student at New Jersey Medical School
Industry Information Technology and Services
Experience
UBS July 2007 - September 2010
Education
Rutgers New Jersey Medical School 2012 — 2016
Doctor of Medicine (MD), Medicine
Boston University 2003 — 2007
Bachelor of Science (B.S.), Computer Systems Engineering
UBS July 2007 - September 2010
Education
Rutgers New Jersey Medical School 2012 — 2016
Doctor of Medicine (MD), Medicine
Boston University 2003 — 2007
Bachelor of Science (B.S.), Computer Systems Engineering
Charles Constant's UBS Experience March 2003 - February 2004
Job Senior Associate at Domicile Real Estate Brokerage
Industry Commercial Real Estate
Experience
Domicile Real Estate Brokerage December 2013 - Present
Aqua Securities January 2013 - December 2013
Height Analytics November 2010 - November 2012
Greenspring Associates July 2009 - November 2010
Compass Point Research and Trading August 2008 - December 2008
FBR February 2004 - June 2008
UBS March 2003 - February 2004
Deutsche Bank June 2000 - September 2002
Ferris Baker Watts, Inc June 1999 - June 2000
B.T. Alex Brown November 1997 - June 1999
Skills
Series 7, Investor Relations, Securities, Trading, Equities, Equity Trading, New Business Development, Alternative Investments, Bloomberg, Investments, Risk Management
Education
The Johns Hopkins University 1994 — 1996
Social Behavioral Science
Boston University 1990 — 1991
Liberal Arts major
Salisbury School 1986 — 1990
Domicile Real Estate Brokerage December 2013 - Present
Aqua Securities January 2013 - December 2013
Height Analytics November 2010 - November 2012
Greenspring Associates July 2009 - November 2010
Compass Point Research and Trading August 2008 - December 2008
FBR February 2004 - June 2008
UBS March 2003 - February 2004
Deutsche Bank June 2000 - September 2002
Ferris Baker Watts, Inc June 1999 - June 2000
B.T. Alex Brown November 1997 - June 1999
Skills
Series 7, Investor Relations, Securities, Trading, Equities, Equity Trading, New Business Development, Alternative Investments, Bloomberg, Investments, Risk Management
Education
The Johns Hopkins University 1994 — 1996
Social Behavioral Science
Boston University 1990 — 1991
Liberal Arts major
Salisbury School 1986 — 1990
Kelly Busch's UBS Experience February 2004 - Present
Job HR Business Partner at UBS Financial Services
Industry Financial Services
Experience
UBS February 2004 - Present
CIBC Oppenheimer January 1994 - February 2003
Education
Boston University 1989 — 1993
BA, Political Science
UBS February 2004 - Present
CIBC Oppenheimer January 1994 - February 2003
Education
Boston University 1989 — 1993
BA, Political Science
Daniel Ritz's UBS Experience 2009 - January 2012
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2006 - Present
UBS 2009 - January 2012
Charles Schwab April 2003 - April 2006
Charles Schwab 2000 - 2006
Peace Corps July 1995 - August 1997
American Express September 1994 - December 1994
Skills
Equities, Series 7, Fixed Income, Risk, Derivatives, SQL, Oracle, Operational Risk..., Financial Analysis, Collateral Management, Financial Regulation, Business Management, Business Objects, Project Coordination, project execution, Project Delivery, Cross-functional Team...
Education
Institute of Management Accountants 2005 — 2005
CFM & CMA, Management Accounting
Boston University Questrom School of Business 1991 — 1995
Business Administration, Finance and Economics
UBS Investment Bank April 2006 - Present
UBS 2009 - January 2012
Charles Schwab April 2003 - April 2006
Charles Schwab 2000 - 2006
Peace Corps July 1995 - August 1997
American Express September 1994 - December 1994
Skills
Equities, Series 7, Fixed Income, Risk, Derivatives, SQL, Oracle, Operational Risk..., Financial Analysis, Collateral Management, Financial Regulation, Business Management, Business Objects, Project Coordination, project execution, Project Delivery, Cross-functional Team...
Education
Institute of Management Accountants 2005 — 2005
CFM & CMA, Management Accounting
Boston University Questrom School of Business 1991 — 1995
Business Administration, Finance and Economics
Lorin Gold, LHEP™, LIFO® Trainer's UBS Experience 2000 - 2003
Job Global Relations Manager at The Schutz Company
Industry Professional Training & Coaching
Experience
The Schutz Company July 2013 - Present
The Schutz Company January 2009 - April 2013
UBS 2000 - 2003
One to World September 1991 - August 1998
Skills
Executive Coaching, Workshop Facilitation, Organizational..., Management Development, Leadership Development, Conflict Resolution, Emotional Intelligence, Executive Development, Personal Development, Organizational..., Management, MBTI, Coaching, Culture Change, 360 Feedback
Education
Columbia University - Teachers College 1998 — 2000
M.A., Organizational Psychology
Eugene Lang College, New School University 1989 — 1991
Bachelor's degree, Cultural Anthropology
Boston University 1987 — 1989
Bachelor's degree, Marine Biology and Biological Oceanography
The Schutz Company July 2013 - Present
The Schutz Company January 2009 - April 2013
UBS 2000 - 2003
One to World September 1991 - August 1998
Skills
Executive Coaching, Workshop Facilitation, Organizational..., Management Development, Leadership Development, Conflict Resolution, Emotional Intelligence, Executive Development, Personal Development, Organizational..., Management, MBTI, Coaching, Culture Change, 360 Feedback
Education
Columbia University - Teachers College 1998 — 2000
M.A., Organizational Psychology
Eugene Lang College, New School University 1989 — 1991
Bachelor's degree, Cultural Anthropology
Boston University 1987 — 1989
Bachelor's degree, Marine Biology and Biological Oceanography
John Manley's UBS Experience 2009 - March 2011
Job Chief Equity Stategist Well Fargo Funds Managment Group
Industry Financial Services
Experience
Wells Fargo Funds Management Group October 2011 - Present
UBS 2009 - March 2011
UBS Wealth Management October 2009 - February 2011
Education
Boston College Law School 1976 — 1979
Juris Doctor, Law
Stanford University 1972 — 1976
Bachelor of Arts, History
Iona Prep
Wells Fargo Funds Management Group October 2011 - Present
UBS 2009 - March 2011
UBS Wealth Management October 2009 - February 2011
Education
Boston College Law School 1976 — 1979
Juris Doctor, Law
Stanford University 1972 — 1976
Bachelor of Arts, History
Iona Prep
Natalia Cotarelo's UBS Experience July 2008 - July 2008
Job Online Travel Agencies Manager
Industry Marketing and Advertising
Experience
LATAM Airlines September 2014 - Present
LATAM Airlines March 2013 - September 2014
Hilton Worldwide August 2010 - February 2013
Boston University September 2007 - May 2010
Insight Strategic Intelligence February 2009 - June 2009
UBS July 2008 - July 2008
Skills
Social Media, Public Relations, Online Marketing, Sales, Marketing Strategy, Social Media Marketing, Advertising, Marketing Communications, Media Planning, Microsoft Office, Facebook, PowerPoint, E-commerce SEO, eCommunications, Tourism, Latin America, Microsoft Excel, Microsoft Word, Budgets, Business Case, Call Centers, InDesign, SEO, Pinterest, Foursquare, Illustrator, Photoshop, Online & Offline Media, Online Sales, Development Projects, Travel, Twitter, Key Account Management, Account Management, Portfolio Management
Education
Boston University - School of Management 2006 — 2010
BSBA, Marketing, Finance
Boston University Madrid Campus
Academia del Perpetuo Socorro
LATAM Airlines September 2014 - Present
LATAM Airlines March 2013 - September 2014
Hilton Worldwide August 2010 - February 2013
Boston University September 2007 - May 2010
Insight Strategic Intelligence February 2009 - June 2009
UBS July 2008 - July 2008
Skills
Social Media, Public Relations, Online Marketing, Sales, Marketing Strategy, Social Media Marketing, Advertising, Marketing Communications, Media Planning, Microsoft Office, Facebook, PowerPoint, E-commerce SEO, eCommunications, Tourism, Latin America, Microsoft Excel, Microsoft Word, Budgets, Business Case, Call Centers, InDesign, SEO, Pinterest, Foursquare, Illustrator, Photoshop, Online & Offline Media, Online Sales, Development Projects, Travel, Twitter, Key Account Management, Account Management, Portfolio Management
Education
Boston University - School of Management 2006 — 2010
BSBA, Marketing, Finance
Boston University Madrid Campus
Academia del Perpetuo Socorro
JT Klette's UBS Experience January 2001 - January 2002
Job Real Estate Professional
Industry Real Estate
Experience
Arbor Commercial Mortgage 2012 - 2013
Winthrop Realty Trust 2002 - 2009
UBS January 2001 - January 2002
Prudential Securities January 1998 - December 2001
Skills
Portfolio Management, Due Diligence, Investment Properties, Corporate Finance, Asset Management, Loans, Budgets, Investments, Leases, Commercial Real Estate, Management, Private Equity, Finance, Real Estate, Strategy, Underwriting, Mergers & Acquisitions, Analysis, Real Estate Economics, Valuation, Financial Modeling, Financial Analysis, Acquisitions
Education
Boston University - School of Management 2009 — 2013
MBA, Strategy and Business Analysis
University of Wisconsin-Madison 1988 — 1993
BA, Political Science and History
Arbor Commercial Mortgage 2012 - 2013
Winthrop Realty Trust 2002 - 2009
UBS January 2001 - January 2002
Prudential Securities January 1998 - December 2001
Skills
Portfolio Management, Due Diligence, Investment Properties, Corporate Finance, Asset Management, Loans, Budgets, Investments, Leases, Commercial Real Estate, Management, Private Equity, Finance, Real Estate, Strategy, Underwriting, Mergers & Acquisitions, Analysis, Real Estate Economics, Valuation, Financial Modeling, Financial Analysis, Acquisitions
Education
Boston University - School of Management 2009 — 2013
MBA, Strategy and Business Analysis
University of Wisconsin-Madison 1988 — 1993
BA, Political Science and History
Jonathan Hodge's UBS Experience 2008 - Present
Job Vice President UBS Financial Services Inc.
Industry Financial Services
Experience
UBS 2008 - Present
Bear Stearns 2002 - 2008
Skills
Social Media, Social Media Marketing, Strategic Planning, Entrepreneurship, Marketing Strategy, Marketing, Leadership, Social Networking, Strategy, Finance
Education
Boston University 1993 — 1997
Bachelor of Science (B.S.), Economics
Glastonbury Highschool 1989 — 1993
UBS 2008 - Present
Bear Stearns 2002 - 2008
Skills
Social Media, Social Media Marketing, Strategic Planning, Entrepreneurship, Marketing Strategy, Marketing, Leadership, Social Networking, Strategy, Finance
Education
Boston University 1993 — 1997
Bachelor of Science (B.S.), Economics
Glastonbury Highschool 1989 — 1993
Brett Henderson, CIMA®, CRPS®'s UBS Experience January 2009 - Present
Job Vice President Wealth Management, Senior Retirement Plan Consultant
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch March 2004 - January 2009
Cintas September 2002 - March 2004
United States Marine Corps June 1998 - September 2002
Education
Boston University 2000 — 2002
MSBA, Business
Tulane University - A.B. Freeman School of Business 1994 — 1998
BS, Accounting
UBS January 2009 - Present
Merrill Lynch March 2004 - January 2009
Cintas September 2002 - March 2004
United States Marine Corps June 1998 - September 2002
Education
Boston University 2000 — 2002
MSBA, Business
Tulane University - A.B. Freeman School of Business 1994 — 1998
BS, Accounting
David Ergenc's UBS Experience May 2007 - August 2007
Job Associate Finance Manager at Unilever
Industry Consumer Goods
Experience
Unilever September 2014 - Present
Unilever October 2012 - Present
Deltek March 2010 - October 2012
Borealis May 2009 - August 2009
Aprikus May 2008 - August 2008
UBS May 2007 - August 2007
Skills
Business Analysis, Financial Analysis, Accounting, Microsoft Office, Economics, SharePoint, Business Objects, German, Turkish, French, Analysis
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA)
Boston College - Carroll School of Management 2006 — 2009
BSc, Economics Marketing
Unilever September 2014 - Present
Unilever October 2012 - Present
Deltek March 2010 - October 2012
Borealis May 2009 - August 2009
Aprikus May 2008 - August 2008
UBS May 2007 - August 2007
Skills
Business Analysis, Financial Analysis, Accounting, Microsoft Office, Economics, SharePoint, Business Objects, German, Turkish, French, Analysis
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA)
Boston College - Carroll School of Management 2006 — 2009
BSc, Economics Marketing
Joshua Kamali's UBS Experience June 2010 - August 2010
Job Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group June 2013 - Present
Goldman Sachs June 2012 - August 2012
StoneCastle Partners July 2011 - September 2011
UBS June 2010 - August 2010
Skills
Fluent in Farsi, Fluent in Hebrew, Proficient in Spanish, Microsoft Excel, Bloomberg, Social Media, Financial Analysis, Equities, Valuation, Investment Banking, Spanish, Research, Microsoft Office, Teaching, Microsoft Word, Financial Modeling, PowerPoint, Entrepreneurship, Social Media Marketing, Data Analysis, Equity Research, Private Equity, Business Networking, Capital IQ, Economics, Bloomberg Terminal, Quantitative Analytics, DCF, Equity Valuation, Fixed Income
Education
New York University 2011 — 2013
BA, Mathematics
Boston University 2009 — 2011
Bachelor of Science (BS), BA Finance & Accounting, BA Economics & Mathematics
Harvard Law School 2010 — 2010
Program on Negotiation
The Blackstone Group June 2013 - Present
Goldman Sachs June 2012 - August 2012
StoneCastle Partners July 2011 - September 2011
UBS June 2010 - August 2010
Skills
Fluent in Farsi, Fluent in Hebrew, Proficient in Spanish, Microsoft Excel, Bloomberg, Social Media, Financial Analysis, Equities, Valuation, Investment Banking, Spanish, Research, Microsoft Office, Teaching, Microsoft Word, Financial Modeling, PowerPoint, Entrepreneurship, Social Media Marketing, Data Analysis, Equity Research, Private Equity, Business Networking, Capital IQ, Economics, Bloomberg Terminal, Quantitative Analytics, DCF, Equity Valuation, Fixed Income
Education
New York University 2011 — 2013
BA, Mathematics
Boston University 2009 — 2011
Bachelor of Science (BS), BA Finance & Accounting, BA Economics & Mathematics
Harvard Law School 2010 — 2010
Program on Negotiation
James Cover's UBS Experience 1999 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
Sallie Mae September 2011 - June 2013
State Street Bank & Trust November 2003 - April 2010
JP Morgan & Chase, Inc May 2000 - October 2003
Accountemps June 1999 - April 2000
UBS Warburg January 1999 - May 1999
UBS 1999 - 1999
UBS 1999 - 1999
Skills
Valuation, Financial Analysis, Portfolio Management, Equities, Finance, Mutual Funds, Access, Leadership, Management
Education
Boston University
Master's Degree, Financial Economics
Sallie Mae September 2011 - June 2013
State Street Bank & Trust November 2003 - April 2010
JP Morgan & Chase, Inc May 2000 - October 2003
Accountemps June 1999 - April 2000
UBS Warburg January 1999 - May 1999
UBS 1999 - 1999
UBS 1999 - 1999
Skills
Valuation, Financial Analysis, Portfolio Management, Equities, Finance, Mutual Funds, Access, Leadership, Management
Education
Boston University
Master's Degree, Financial Economics
Jenny S. Cheng's UBS Experience December 2007 - February 2008
Job Arrowstreet Capital LLP
Industry Financial Services
Experience
Arrowstreet Capital March 2014 - Present
Ernst & Young October 2011 - March 2014
Price Waterhouse Coopers January 2010 - May 2011
Internal Revenue Service - VITA January 2008 - April 2009
UBS December 2007 - February 2008
Skills
Tax, Financial Analysis, Auditing, Accounting, US GAAP, Financial Reporting, Internal Controls, Financial Modeling, Corporate Tax, Income Tax, Tax Preparation, Microsoft Office, Microsoft Excel, GoSystems, OneSource, Checkpoint, Lotus Notes
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (MS), Accounting
HFLS
Arrowstreet Capital March 2014 - Present
Ernst & Young October 2011 - March 2014
Price Waterhouse Coopers January 2010 - May 2011
Internal Revenue Service - VITA January 2008 - April 2009
UBS December 2007 - February 2008
Skills
Tax, Financial Analysis, Auditing, Accounting, US GAAP, Financial Reporting, Internal Controls, Financial Modeling, Corporate Tax, Income Tax, Tax Preparation, Microsoft Office, Microsoft Excel, GoSystems, OneSource, Checkpoint, Lotus Notes
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (MS), Accounting
HFLS
Amol Herekar's UBS Experience May 2012 - Present
Job Risk Control Reporting Specialist at UBS
Industry Financial Services
Experience
UBS May 2012 - Present
UBS Wealth Management January 2009 - June 2012
UBS Wealth Management January 2006 - December 2008
Skills
Compliance, Operational Risk, Mutual Funds, Securities, Financial Services, AML, Alternative Investments
Education
Boston University 1996 — 2000
BA, Economics
UBS May 2012 - Present
UBS Wealth Management January 2009 - June 2012
UBS Wealth Management January 2006 - December 2008
Skills
Compliance, Operational Risk, Mutual Funds, Securities, Financial Services, AML, Alternative Investments
Education
Boston University 1996 — 2000
BA, Economics
Amy Naff's UBS Experience February 2001 - November 2005
Job Consultant, Due Diligence within Financial Services
Industry Financial Services
Experience
Point72 Asset Management October 2014 - July 2015
Visium Asset Management April 2014 - September 2014
SAC Capital December 2011 - April 2014
Visium Asset Management March 2011 - December 2011
SAC Capital November 2005 - May 2008
UBS February 2001 - November 2005
Skills
Marketing, Management, Asset Management, Investments, Sales, Customer Service, Alternative Investments, Hedge Funds, Series 7, Private Equity, Equities, Financial Services, Investment Banking, Asset Managment, Series 63, Business Strategy
Education
Boston University Questrom School of Business 1993 — 1997
BSBA, Finance
Point72 Asset Management October 2014 - July 2015
Visium Asset Management April 2014 - September 2014
SAC Capital December 2011 - April 2014
Visium Asset Management March 2011 - December 2011
SAC Capital November 2005 - May 2008
UBS February 2001 - November 2005
Skills
Marketing, Management, Asset Management, Investments, Sales, Customer Service, Alternative Investments, Hedge Funds, Series 7, Private Equity, Equities, Financial Services, Investment Banking, Asset Managment, Series 63, Business Strategy
Education
Boston University Questrom School of Business 1993 — 1997
BSBA, Finance
Gabe Goldman's UBS Experience 2007 - 2012
Job Business Systems Analyst at IBM
Industry Financial Services
Jan Stuart's UBS Experience August 2005 - February 2009
Job Global Energy Economist, Credit Suisse
Industry Banking
Experience
Credit Suisse September 2011 - Present
Macquarie Group March 2009 - June 2011
UBS August 2005 - February 2009
Newedge (then Fimat) September 2003 - August 2005
ABN AMRO Bank N.V. September 2000 - August 2003
Energy Intelligence September 1992 - August 2000
International Energy Agency April 1987 - August 1991
Skills
Risk Management, Investment Banking, Strategy, Project Management, Change Management, Fixed Income, Derivatives, Bloomberg, Capital Markets, Microsoft Excel, Equities, Process Improvement, Team Leadership, Strategic Planning, Hedge Funds, Program Management
Education
Columbia University - Graduate School of Journalism 1991 — 1992
Master of Science (MS)
Boston University 1988 — 1991
Master of Arts (M.A.), International Relations and Affairs
The American University of Paris 1982 — 1985
Bachelor of Arts (B.A.), International Relations and Affairs (major) Art History (minor)
Credit Suisse September 2011 - Present
Macquarie Group March 2009 - June 2011
UBS August 2005 - February 2009
Newedge (then Fimat) September 2003 - August 2005
ABN AMRO Bank N.V. September 2000 - August 2003
Energy Intelligence September 1992 - August 2000
International Energy Agency April 1987 - August 1991
Skills
Risk Management, Investment Banking, Strategy, Project Management, Change Management, Fixed Income, Derivatives, Bloomberg, Capital Markets, Microsoft Excel, Equities, Process Improvement, Team Leadership, Strategic Planning, Hedge Funds, Program Management
Education
Columbia University - Graduate School of Journalism 1991 — 1992
Master of Science (MS)
Boston University 1988 — 1991
Master of Arts (M.A.), International Relations and Affairs
The American University of Paris 1982 — 1985
Bachelor of Arts (B.A.), International Relations and Affairs (major) Art History (minor)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.