UBS AG
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. Headquarters: Basel, Switzerland CEO: Sergio Ermotti (Nov 15, 2011–) Technical support: 1 (888) 279-3343 Credit card support: 011 41 848 888 601
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UBS AG Employees
Employee
Years
Job
Industry
Herlis Lazo Herlis Lazo's UBS AG Experience April 2007 - Present
Job Authorized Officer at UBS AG
Industry Legal Services
Experience
UBS AG April 2007 - Present
Stern & Montana, LLP August 2005 - April 2007
O’Melveny & Myers, LLP January 2000 - August 2005
Skills
Document Review, AML, Pleadings, Series 7, Series 24, Legal Research, Legal Writing, Litigation, Due Diligence, Securities Regulation, Hedge Funds, Corporate Governance
Education
John Jay College of Criminal Justice 1993 — 1998
Administration of Criminal Justice, Criminology, 3.0
UBS AG April 2007 - Present
Stern & Montana, LLP August 2005 - April 2007
O’Melveny & Myers, LLP January 2000 - August 2005
Skills
Document Review, AML, Pleadings, Series 7, Series 24, Legal Research, Legal Writing, Litigation, Due Diligence, Securities Regulation, Hedge Funds, Corporate Governance
Education
John Jay College of Criminal Justice 1993 — 1998
Administration of Criminal Justice, Criminology, 3.0
Victoria Eugenia Turner Victoria Eugenia Turner's UBS AG Experience March 2011 - March 2012
Job Program Coordinator at SHPE Foundation
Industry Program Development
Experience
SHPE Foundation October 2014 - July 2015
Colegio Codefín March 2014 - July 2014
PwC April 2013 - January 2014
PwC October 2012 - April 2013
UBS AG March 2011 - March 2012
National Bankruptcy Services October 2010 - February 2011
Nationstar Mortgage, LLC July 2009 - February 2010
DFW Affiliates, Inc January 2009 - March 2009
Baylor Lariat January 2008 - May 2008
Baylor University August 2007 - December 2007
Skills
Event Planning, Photoshop, Event Management, Leadership, Training, Management, Program Management, Editing, Microsoft Excel, Teamwork, Spanish, Staff Development, Teaching, Interviews, Data Entry, Microsoft Office, PowerPoint, Research, Data Analysis, Public Speaking, Analysis, Financial Analysis, Coaching, Lotus Notes, Creative Writing, Leadership Development, Access, Accounting, Administration, Microsoft Word, Outlook, Team Leadership, Project Management, Budgets
Education
Mountbatten Institute; St. Mary's University College, Twickenham 2011 — 2012
Postgraduate Certificate, International Business Practices
Baylor University 2004 — 2008
Bachelor of Arts, Journalism, News Editorial; Minor in Spanish
SHPE Foundation October 2014 - July 2015
Colegio Codefín March 2014 - July 2014
PwC April 2013 - January 2014
PwC October 2012 - April 2013
UBS AG March 2011 - March 2012
National Bankruptcy Services October 2010 - February 2011
Nationstar Mortgage, LLC July 2009 - February 2010
DFW Affiliates, Inc January 2009 - March 2009
Baylor Lariat January 2008 - May 2008
Baylor University August 2007 - December 2007
Skills
Event Planning, Photoshop, Event Management, Leadership, Training, Management, Program Management, Editing, Microsoft Excel, Teamwork, Spanish, Staff Development, Teaching, Interviews, Data Entry, Microsoft Office, PowerPoint, Research, Data Analysis, Public Speaking, Analysis, Financial Analysis, Coaching, Lotus Notes, Creative Writing, Leadership Development, Access, Accounting, Administration, Microsoft Word, Outlook, Team Leadership, Project Management, Budgets
Education
Mountbatten Institute; St. Mary's University College, Twickenham 2011 — 2012
Postgraduate Certificate, International Business Practices
Baylor University 2004 — 2008
Bachelor of Arts, Journalism, News Editorial; Minor in Spanish
Eraj Zaidi Eraj Zaidi's UBS AG Experience June 2014 - Present
Job Environmental Compliance Analyst at UBS
Industry Renewables & Environment
Experience
UBS AG June 2014 - Present
Structured Sun Holdings, LLC July 2013 - November 2013
Deutsche Bank December 2011 - July 2012
NYC Dept of Environmental Protection December 2009 - August 2010
Norwood Rexall Drugs November 2008 - November 2009
Hawthorne Capital Corporation June 2008 - September 2008
Skills
Research, Microsoft Office, Microsoft Excel, Management, Leadership, Economics, Climate Change, PowerPoint, Microsoft Word, Data Analysis, Public Speaking, Strategic Planning, Sustainability..., Finance, Sustainability, Environmental Awareness, English, Financial Modeling, Financial Statement..., Integrated Reporting, LEED, Financial Analysis, Human Resources, Environmental..., Sustainability Metrics, Corporate Sustainability, Sustainability Reporting, Corporate Social..., Corporate Governance, Renewable Energy, Energy, Sustainable Development, Energy Efficiency, Sustainable Business, Solar Energy, Environmental Policy, Environmental Issues, Due Diligence, Analysis, Sustainable Energy, Strategy
Education
Harvard University 2010 — 2013
Master's degree, Sustainability and Environmental Management
Fordham University 2004 — 2008
BA, Natural Sciences
UBS AG June 2014 - Present
Structured Sun Holdings, LLC July 2013 - November 2013
Deutsche Bank December 2011 - July 2012
NYC Dept of Environmental Protection December 2009 - August 2010
Norwood Rexall Drugs November 2008 - November 2009
Hawthorne Capital Corporation June 2008 - September 2008
Skills
Research, Microsoft Office, Microsoft Excel, Management, Leadership, Economics, Climate Change, PowerPoint, Microsoft Word, Data Analysis, Public Speaking, Strategic Planning, Sustainability..., Finance, Sustainability, Environmental Awareness, English, Financial Modeling, Financial Statement..., Integrated Reporting, LEED, Financial Analysis, Human Resources, Environmental..., Sustainability Metrics, Corporate Sustainability, Sustainability Reporting, Corporate Social..., Corporate Governance, Renewable Energy, Energy, Sustainable Development, Energy Efficiency, Sustainable Business, Solar Energy, Environmental Policy, Environmental Issues, Due Diligence, Analysis, Sustainable Energy, Strategy
Education
Harvard University 2010 — 2013
Master's degree, Sustainability and Environmental Management
Fordham University 2004 — 2008
BA, Natural Sciences
Scott Gunter Scott Gunter's UBS AG Experience 2000 - 2001
Job Keystone National Group LLC Private Equity & Credit Investments
Industry Venture Capital & Private Equity
Experience
Keystone National Group, LLC June 2009 - Present
MAC Capital Management January 2001 - May 2009
UBS AG 2000 - 2001
Sutro & Co. 1998 - 1999
Morgan Stanley & Co. 1993 - 1998
Skills
Private Equity, Asset Managment, Portfolio Management, Trading, Asset Allocation, Venture Capital, Due Diligence, Alternative Investments, Hedge Funds, Investments, Equities, Financial Modeling, Investment Banking, Fixed Income, Financial Analysis, Finance, Financial Structuring, Asset Management, Capital Markets, Options, Funding
Education
Brigham Young University 1991 — 1993
Master of Business Administration (M.B.A.), Finance & Investments
MBA-Marriott School of Management, BYU 1991 — 1993
MBA, Investment Management
Keystone National Group, LLC June 2009 - Present
MAC Capital Management January 2001 - May 2009
UBS AG 2000 - 2001
Sutro & Co. 1998 - 1999
Morgan Stanley & Co. 1993 - 1998
Skills
Private Equity, Asset Managment, Portfolio Management, Trading, Asset Allocation, Venture Capital, Due Diligence, Alternative Investments, Hedge Funds, Investments, Equities, Financial Modeling, Investment Banking, Fixed Income, Financial Analysis, Finance, Financial Structuring, Asset Management, Capital Markets, Options, Funding
Education
Brigham Young University 1991 — 1993
Master of Business Administration (M.B.A.), Finance & Investments
MBA-Marriott School of Management, BYU 1991 — 1993
MBA, Investment Management
Poulomi Doshi Poulomi Doshi's UBS AG Experience June 2008 - August 2008
Job Designing Innovative Systems and Processes at Google
Industry Internet
Experience
Google May 2014 - Present
Google September 2012 - May 2014
Capgemini January 2011 - September 2012
Capgemini Consulting September 2008 - January 2012
UBS AG June 2008 - August 2008
Fuqua School of Business October 2007 - April 2008
Duke University October 2007 - December 2007
Parsons Corporation August 2007 - December 2007
Reliance Energy Ltd June 2006 - April 2007
Skills
Conduct Assessments, Cross-functional..., Align Business -..., Management Consulting, IT Strategy, Product Management, Analysis, Customer Engagement, Process Management, Performance Metrics, Process Design, Lean IT, Lean Transformation, Business Analysis, Cross-functional Team..., Leadership, SDLC, Management
Education
Duke University
Masters, Engineering Management
University of Mumbai
Bachelors of Engineering, Information Technology
Google May 2014 - Present
Google September 2012 - May 2014
Capgemini January 2011 - September 2012
Capgemini Consulting September 2008 - January 2012
UBS AG June 2008 - August 2008
Fuqua School of Business October 2007 - April 2008
Duke University October 2007 - December 2007
Parsons Corporation August 2007 - December 2007
Reliance Energy Ltd June 2006 - April 2007
Skills
Conduct Assessments, Cross-functional..., Align Business -..., Management Consulting, IT Strategy, Product Management, Analysis, Customer Engagement, Process Management, Performance Metrics, Process Design, Lean IT, Lean Transformation, Business Analysis, Cross-functional Team..., Leadership, SDLC, Management
Education
Duke University
Masters, Engineering Management
University of Mumbai
Bachelors of Engineering, Information Technology
Misha Sanwal Misha Sanwal's UBS AG Experience June 2002 - June 2004
Job Managing Director at Seven Harbour Global LP
Industry Investment Management
Experience
Seven Harbour Global L.P. February 2014 - Present
Brookside Capital Bain Capital July 2009 - January 2014
The Blackstone Group July 2004 - August 2007
UBS AG June 2002 - June 2004
Education
Harvard Business School 2007 — 2009
MBA
University of Pennsylvania 1998 — 2002
Management and Technology Program: BS Economics (Finance, Management), BSE Computer Sci; Minor Math
Seven Harbour Global L.P. February 2014 - Present
Brookside Capital Bain Capital July 2009 - January 2014
The Blackstone Group July 2004 - August 2007
UBS AG June 2002 - June 2004
Education
Harvard Business School 2007 — 2009
MBA
University of Pennsylvania 1998 — 2002
Management and Technology Program: BS Economics (Finance, Management), BSE Computer Sci; Minor Math
Bill Baxter, PMP Bill Baxter, PMP's UBS AG Experience December 2005 - May 2014
Job Corporate Trainer: PMP Exam Prep
Industry Information Technology and Services
Experience
GreyCampus September 2014 - Present
Project Road Training May 2011 - Present
UBS AG December 2005 - May 2014
LATA April 2005 - November 2005
OWP/P (now part of CannonDesign) October 2001 - February 2005
Baxter & Tunar, Inc. March 1999 - October 2001
MCI September 1996 - February 1999
Anixter December 1989 - September 1996
Various Aerospace Defense Firms July 1978 - May 1987
Skills
Data Center, Project Management, Management, Infrastructure, IT Strategy, Strategic Planning, Contract Negotiation, Telecommunications, PMP, Program Management, Project Planning, Product Marketing, Construction, Cloud Computing, Strategy, Leadership, Analysis, Team Leadership, Business Analysis, Proposal Writing, Corporate Training, Vocational Education
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance, Accounting
Stanford University 1974 — 1978
BS, Mechanical Engineering
GreyCampus September 2014 - Present
Project Road Training May 2011 - Present
UBS AG December 2005 - May 2014
LATA April 2005 - November 2005
OWP/P (now part of CannonDesign) October 2001 - February 2005
Baxter & Tunar, Inc. March 1999 - October 2001
MCI September 1996 - February 1999
Anixter December 1989 - September 1996
Various Aerospace Defense Firms July 1978 - May 1987
Skills
Data Center, Project Management, Management, Infrastructure, IT Strategy, Strategic Planning, Contract Negotiation, Telecommunications, PMP, Program Management, Project Planning, Product Marketing, Construction, Cloud Computing, Strategy, Leadership, Analysis, Team Leadership, Business Analysis, Proposal Writing, Corporate Training, Vocational Education
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance, Accounting
Stanford University 1974 — 1978
BS, Mechanical Engineering
Jonathan Nowakowski Jonathan Nowakowski's UBS AG Experience May 2005 - August 2006
Job Governance Manager at U.S. Bank
Industry Law Practice
Experience
U.S. Bank February 2014 - Present
Baker & Hostetler LLP May 2011 - January 2014
RBC Capital Markets September 2010 - May 2011
PIMCO January 2010 - May 2010
Bernstein Levine Cherney LLP May 2009 - August 2009
Latham & Watkins LLP May 2007 - August 2007
UBS AG May 2005 - August 2006
Skills
Securities, Derivatives, Capital Markets, Corporate Finance, Hedge Funds, Asset Managment, Securities Regulation, Financial Regulation, Financial Risk, Dodd-Frank, Corporate Law, Corporate Governance, Venture Capital, Compliance, Mergers & Acquisitions
Education
New York Law School 2007 — 2010
JD, cum laude, Banking, Corporate, Finance, and Securities Law
Michigan State University 2003 — 2007
BA, high honors, Business Administration
HKUST Business School 2005 — 2005
Education Abroad, Finance
De La Salle Collegiate 2000 — 2003
U.S. Bank February 2014 - Present
Baker & Hostetler LLP May 2011 - January 2014
RBC Capital Markets September 2010 - May 2011
PIMCO January 2010 - May 2010
Bernstein Levine Cherney LLP May 2009 - August 2009
Latham & Watkins LLP May 2007 - August 2007
UBS AG May 2005 - August 2006
Skills
Securities, Derivatives, Capital Markets, Corporate Finance, Hedge Funds, Asset Managment, Securities Regulation, Financial Regulation, Financial Risk, Dodd-Frank, Corporate Law, Corporate Governance, Venture Capital, Compliance, Mergers & Acquisitions
Education
New York Law School 2007 — 2010
JD, cum laude, Banking, Corporate, Finance, and Securities Law
Michigan State University 2003 — 2007
BA, high honors, Business Administration
HKUST Business School 2005 — 2005
Education Abroad, Finance
De La Salle Collegiate 2000 — 2003
Steve Homza Steve Homza's UBS AG Experience 1996 - 1999
Job Managing Director Internal Audit at Legg Mason
Industry Financial Services
Experience
Legg Mason February 2006 - Present
PNC May 2003 - January 2006
K&L GATES LLP (formerly KIRKPATRICK & LOCKHART LLP) 2000 - 2002
UBS AG 1996 - 1999
HILLIER COLLIER & COMPANY 1993 - 1996
Arthur Anderson & KPMG 1979 - 1993
Skills
IT Audit, Due Diligence, CPA, Management, Financial Analysis, Financial Risk, Sarbanes-Oxley, Enterprise Risk..., Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, External Audit, Internal Audit, COSO, CISA, Risk Management, Accounting, GAAP, SEC filings, Financial Reporting, US GAAP, Assurance, Risk Assessment, SEC Filings
Education
Duquesne University
Bachelor Science, Accounting
Legg Mason February 2006 - Present
PNC May 2003 - January 2006
K&L GATES LLP (formerly KIRKPATRICK & LOCKHART LLP) 2000 - 2002
UBS AG 1996 - 1999
HILLIER COLLIER & COMPANY 1993 - 1996
Arthur Anderson & KPMG 1979 - 1993
Skills
IT Audit, Due Diligence, CPA, Management, Financial Analysis, Financial Risk, Sarbanes-Oxley, Enterprise Risk..., Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, External Audit, Internal Audit, COSO, CISA, Risk Management, Accounting, GAAP, SEC filings, Financial Reporting, US GAAP, Assurance, Risk Assessment, SEC Filings
Education
Duquesne University
Bachelor Science, Accounting
Pierre Coker's UBS AG Experience June 2008 - August 2008
Job Sr. Director Finance & Business Analysis at Fab.com
Industry Retail
Experience
Fab.com September 2013 - Present
Monitor Group November 2010 - September 2013
Fermat Edu. August 2009 - June 2010
UBS AG June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Strategy, Economics, Financial Modeling, Data Analysis, Research, Business Strategy, Management Consulting, Entrepreneurship, Organizational Design, Strategic Consulting, Non-profits, Marketing Research, Customer Segmentation..., Brand Development..., Innovation, SQL, NetSuite, Google Analytics, SPSS, Budget Management
Education
Harvard University 2005 — 2009
A.B., Economics, German Language and Literature
Beijing Language and Culture University 2009 — 2009
Mandarin Chinese
Fab.com September 2013 - Present
Monitor Group November 2010 - September 2013
Fermat Edu. August 2009 - June 2010
UBS AG June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Strategy, Economics, Financial Modeling, Data Analysis, Research, Business Strategy, Management Consulting, Entrepreneurship, Organizational Design, Strategic Consulting, Non-profits, Marketing Research, Customer Segmentation..., Brand Development..., Innovation, SQL, NetSuite, Google Analytics, SPSS, Budget Management
Education
Harvard University 2005 — 2009
A.B., Economics, German Language and Literature
Beijing Language and Culture University 2009 — 2009
Mandarin Chinese
Jamie Brown's UBS AG Experience November 2012 - Present
Job Global eDiscovery Counsel at UBS AG
Industry Legal Services
Experience
UBS AG November 2012 - Present
Commodity Futures Trading Commission September 2010 - November 2012
Fennemore Craig October 2006 - September 2010
United States District Court for the District of Arizona August 2005 - October 2006
Commodity Futures Trading Commission February 2003 - July 2005
King & Spalding, LLP August 2000 - February 2003
Skills
Litigation Support, Litigation, Courts, Securities, Antitrust, Civil Litigation, Competition Law, Commercial Litigation, Legal Research, Criminal Law, Trials, Product Liability, Legal Issues, Securities Regulation, Torts, Corporate Law, Intellectual Property, Private Investigations, ESI, Fraud
Education
Duke University School of Law 1997 — 2000
J.D.
Arizona State University 1993 — 1997
B.A., Political Science
UBS AG November 2012 - Present
Commodity Futures Trading Commission September 2010 - November 2012
Fennemore Craig October 2006 - September 2010
United States District Court for the District of Arizona August 2005 - October 2006
Commodity Futures Trading Commission February 2003 - July 2005
King & Spalding, LLP August 2000 - February 2003
Skills
Litigation Support, Litigation, Courts, Securities, Antitrust, Civil Litigation, Competition Law, Commercial Litigation, Legal Research, Criminal Law, Trials, Product Liability, Legal Issues, Securities Regulation, Torts, Corporate Law, Intellectual Property, Private Investigations, ESI, Fraud
Education
Duke University School of Law 1997 — 2000
J.D.
Arizona State University 1993 — 1997
B.A., Political Science
Richard Ho, GLP Richard Ho, GLP's UBS AG Experience March 2011 - January 2013
Job
Industry Legal Services
Experience
Orrick, Herrington & Sutcliffe LLP January 2013 - Present
UBS AG March 2011 - January 2013
Cooley LLP January 1998 - March 2011
O"Brien Krietzberg 1985 - 1998
Skills
Travel Management, Contract Negotiations, Reporting & Analysis, Airlines, Hotels, Business Travel, Contract Negotiation, Program Management, Management, Information Technology, Team Management, IT Operations, Vendor Management, RFP, Event Planning, Online Travel, Litigation Support, Asset Management, Help Desk Implementation, Training Delivery, Compliance, Business Analysis, Business Analytics, Expense Management, Account Management, Business Development, Leadership, Project Planning, Negotiation, Business Strategy, Strategic Planning, Event Management, Travel Technology, Budgets, Change Management, Customer Service, Travel Planning, Strategic Partnerships, New Business Development, CRM, Project Management, Salesforce.com, E-commerce, Meeting Planning, Team Building
Education
University of Pennsylvania - The Wharton School 2010 — 2011
GLP
Dartmouth College 1984 — 1985
Graduates Studies
Saint Joseph's University 1976 — 1980
BS
Orrick, Herrington & Sutcliffe LLP January 2013 - Present
UBS AG March 2011 - January 2013
Cooley LLP January 1998 - March 2011
O"Brien Krietzberg 1985 - 1998
Skills
Travel Management, Contract Negotiations, Reporting & Analysis, Airlines, Hotels, Business Travel, Contract Negotiation, Program Management, Management, Information Technology, Team Management, IT Operations, Vendor Management, RFP, Event Planning, Online Travel, Litigation Support, Asset Management, Help Desk Implementation, Training Delivery, Compliance, Business Analysis, Business Analytics, Expense Management, Account Management, Business Development, Leadership, Project Planning, Negotiation, Business Strategy, Strategic Planning, Event Management, Travel Technology, Budgets, Change Management, Customer Service, Travel Planning, Strategic Partnerships, New Business Development, CRM, Project Management, Salesforce.com, E-commerce, Meeting Planning, Team Building
Education
University of Pennsylvania - The Wharton School 2010 — 2011
GLP
Dartmouth College 1984 — 1985
Graduates Studies
Saint Joseph's University 1976 — 1980
BS
Itai Biederman's UBS AG Experience 2006 - 2010
Job International Business Development/Sales Executive
Industry Renewables & Environment
Experience
Private Investment & Consulting 2013 - Present
UGE July 2014 - July 2015
Gota Water S.A. 2010 - 2012
Standard Chartered Bank 2010 - 2011
UBS AG 2006 - 2010
Citigroup Private Bank 2004 - 2006
JP Morgan Private Bank 1999 - 2001
Skills
Investments, Portfolio Management, Business Development, Entrepreneurship, Private Equity, Wealth Management, Leadership, Start-ups, Negotiation, Strategy, Executive Management, Sales, Spanish, Relationship Management, Renewable Energy, Latin America, Venture Capital, Account Management, International Business, Private Banking, Investor Relations, Alternative Investments, Real Estate, Corporate Social..., Banking, Financial Advisory, Key Account Management, Capital Markets, Emerging Markets, Wealth Management..., Due Diligence, Hedge Funds, Investment Advisory, Asset Management, Financial Markets, Asset Allocation, Strategic Financial..., Equities, Investment Strategies, CRM, Client Acquisition, Management, Cross-functional Team..., Business Strategy
Education
Thunderbird School of Global Management 2002 — 2004
MIM, Masters in International Management, Global Finance
Fordham University - Graduate School of Business Administration 2002 — 2004
MBA, Finance
University of Michigan
BA, Psychology, Pre-Med
Tel Aviv University
Brookline High School
Private Investment & Consulting 2013 - Present
UGE July 2014 - July 2015
Gota Water S.A. 2010 - 2012
Standard Chartered Bank 2010 - 2011
UBS AG 2006 - 2010
Citigroup Private Bank 2004 - 2006
JP Morgan Private Bank 1999 - 2001
Skills
Investments, Portfolio Management, Business Development, Entrepreneurship, Private Equity, Wealth Management, Leadership, Start-ups, Negotiation, Strategy, Executive Management, Sales, Spanish, Relationship Management, Renewable Energy, Latin America, Venture Capital, Account Management, International Business, Private Banking, Investor Relations, Alternative Investments, Real Estate, Corporate Social..., Banking, Financial Advisory, Key Account Management, Capital Markets, Emerging Markets, Wealth Management..., Due Diligence, Hedge Funds, Investment Advisory, Asset Management, Financial Markets, Asset Allocation, Strategic Financial..., Equities, Investment Strategies, CRM, Client Acquisition, Management, Cross-functional Team..., Business Strategy
Education
Thunderbird School of Global Management 2002 — 2004
MIM, Masters in International Management, Global Finance
Fordham University - Graduate School of Business Administration 2002 — 2004
MBA, Finance
University of Michigan
BA, Psychology, Pre-Med
Tel Aviv University
Brookline High School
Charles Hoop Charles Hoop's UBS AG Experience December 2008 - September 2014
Job
Industry Financial Services
Experience
Accenture September 2014 - Present
UBS AG December 2008 - September 2014
Cereplast October 2007 - December 2008
UBS AG February 2006 - October 2007
America Indochina Management, Ltd 2001 - 2003
CFH Consulting 1999 - 2001
America Indochina Management, Ltd 1994 - 1998
Skills
Strategic Sourcing, Data Center, Telco, Trading, Vendor Management, IT Outsourcing, Cost Management, Business Strategy, Business Development, Bio-plastic, Financial Services, Financial Analysis, Financial Modeling, Procurement, Entrepreneurship, SAP Application..., Entrepreneurial Finance, Company Valuation, P&L Responsibility, Management Consulting, Start-ups, Global Sourcing, Datacentres, Site Selections, Contract Negotiation, International..., Energy, Global Experience, Global Contract..., Real Estate, Sourcing, Cloud Computing, Outsourcing, Cross-functional Team..., Telecommunications, Management, Project Management, Change Management, Professional Services, Strategy, IT Strategy, P&L Management, Strategic Partnerships, Pricing, Strategic Planning, Mobile Devices, Supply Chain, Finance, Enterprise Software, Negotiation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
The Chinese University of Hong Kong 1993 — 1994
Miami University 1989 — 1994
BS
Accenture September 2014 - Present
UBS AG December 2008 - September 2014
Cereplast October 2007 - December 2008
UBS AG February 2006 - October 2007
America Indochina Management, Ltd 2001 - 2003
CFH Consulting 1999 - 2001
America Indochina Management, Ltd 1994 - 1998
Skills
Strategic Sourcing, Data Center, Telco, Trading, Vendor Management, IT Outsourcing, Cost Management, Business Strategy, Business Development, Bio-plastic, Financial Services, Financial Analysis, Financial Modeling, Procurement, Entrepreneurship, SAP Application..., Entrepreneurial Finance, Company Valuation, P&L Responsibility, Management Consulting, Start-ups, Global Sourcing, Datacentres, Site Selections, Contract Negotiation, International..., Energy, Global Experience, Global Contract..., Real Estate, Sourcing, Cloud Computing, Outsourcing, Cross-functional Team..., Telecommunications, Management, Project Management, Change Management, Professional Services, Strategy, IT Strategy, P&L Management, Strategic Partnerships, Pricing, Strategic Planning, Mobile Devices, Supply Chain, Finance, Enterprise Software, Negotiation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
The Chinese University of Hong Kong 1993 — 1994
Miami University 1989 — 1994
BS
Paul Pun Paul Pun's UBS AG Experience 2005 - 2014
Job Americas Head of Compliance Testing at Deutsche Bank
Industry Legal Services
Experience
Deutsche Bank 2014 - Present
UBS AG 2005 - 2014
Loeb & Loeb LLP 2002 - 2004
O'Sullivan LLP 2000 - 2002
Cleary, Gottlieb, Steen & Hamilton LLP 1998 - 2000
Skills
Corporate Law, Compliance Audits, Securities Law, Mergers & Acquisitions..., Securities Regulation, Corporate Governance, Capital Markets, Regulatory Risk..., Corporate Finance, Mergers, Risk Management, Mergers & Acquisitions, Derivatives
Education
New York University School of Law 1995 — 1998
JD, Law
Georgetown University 1991 — 1995
BA, English & Government (International Relations)
Deutsche Bank 2014 - Present
UBS AG 2005 - 2014
Loeb & Loeb LLP 2002 - 2004
O'Sullivan LLP 2000 - 2002
Cleary, Gottlieb, Steen & Hamilton LLP 1998 - 2000
Skills
Corporate Law, Compliance Audits, Securities Law, Mergers & Acquisitions..., Securities Regulation, Corporate Governance, Capital Markets, Regulatory Risk..., Corporate Finance, Mergers, Risk Management, Mergers & Acquisitions, Derivatives
Education
New York University School of Law 1995 — 1998
JD, Law
Georgetown University 1991 — 1995
BA, English & Government (International Relations)
Lynn Atkins Lynn Atkins's UBS AG Experience June 2001 - December 2010
Job Equity Plan Management
Industry Financial Services
Experience
UBS January 2010 - Present
UBS AG June 2001 - December 2010
Aetna 1992 - 1999
Skills
Vendor Management, Human Resources, Management, Deferred Compensation, Analysis, Project Management, Equity Plan Management, Employee Benefits, Equities, Financial Services, Performance Management
Education
Cornell University
B.S., Industrial and Labor Relations
UBS January 2010 - Present
UBS AG June 2001 - December 2010
Aetna 1992 - 1999
Skills
Vendor Management, Human Resources, Management, Deferred Compensation, Analysis, Project Management, Equity Plan Management, Employee Benefits, Equities, Financial Services, Performance Management
Education
Cornell University
B.S., Industrial and Labor Relations
Raji Antoun Raji Antoun's UBS AG Experience January 2001 - December 2008
Job Sr. Vice President, Global Benefits at State Street
Industry Financial Services
Experience
State Street January 2011 - Present
eBay Inc January 2009 - August 2009
UBS AG January 2001 - December 2008
Mercer Human Resources Consulting September 1989 - January 2001
Towers Perrin September 1977 - September 1989
Skills
Employee Benefits, Pensions, Executive Pay, Deferred Compensation, HR Consulting, Mergers & Acquisitions, Defined Benefit, CRM
Education
Columbia University in the City of New York
MS, Mathematical Methods and Operations Research
Queens College 1974 — 1974
BA, Mathematics
State Street January 2011 - Present
eBay Inc January 2009 - August 2009
UBS AG January 2001 - December 2008
Mercer Human Resources Consulting September 1989 - January 2001
Towers Perrin September 1977 - September 1989
Skills
Employee Benefits, Pensions, Executive Pay, Deferred Compensation, HR Consulting, Mergers & Acquisitions, Defined Benefit, CRM
Education
Columbia University in the City of New York
MS, Mathematical Methods and Operations Research
Queens College 1974 — 1974
BA, Mathematics
Sassan Ghahramani Sassan Ghahramani's UBS AG Experience 1992 - 1993
Job President and CEO, SGH Macro Advisors. LLC
Industry Financial Services
Experience
SGH Macro Advisors 2009 - Present
Medley Global Advisors 1998 - 2008
Lehman Brothers 1995 - 1998
AIG Trading 1992 - 1996
AIG Trading Group Inc 1992 - 1995
UBS AG 1992 - 1993
Chemical Bank 1987 - 1990
Skills
Financial Markets, Hedge Funds, Emerging Markets, Fixed Income, Economics, FX Options, Asset Management, Capital Markets, Derivatives, Bloomberg, Equities, Trading, Private Equity, Financial Advisory, Alternative Investments, Investments, Options, Bonds, Venture Capital, Portfolio Management, Valuation, Financial Risk
Education
New York University 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Brown University 1979 — 1983
BA, International Relations
SGH Macro Advisors 2009 - Present
Medley Global Advisors 1998 - 2008
Lehman Brothers 1995 - 1998
AIG Trading 1992 - 1996
AIG Trading Group Inc 1992 - 1995
UBS AG 1992 - 1993
Chemical Bank 1987 - 1990
Skills
Financial Markets, Hedge Funds, Emerging Markets, Fixed Income, Economics, FX Options, Asset Management, Capital Markets, Derivatives, Bloomberg, Equities, Trading, Private Equity, Financial Advisory, Alternative Investments, Investments, Options, Bonds, Venture Capital, Portfolio Management, Valuation, Financial Risk
Education
New York University 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Brown University 1979 — 1983
BA, International Relations
Mark Chieda Mark Chieda's UBS AG Experience March 2004 - May 2010
Job Real Estate Broker at Keller Williams Realty, Inc.
Industry Real Estate
Experience
Keller Williams Realty, Inc. October 2014 - Present
LKQ Corporation February 2012 - February 2013
JPMorgan Chase April 2011 - September 2011
NL Financial Alliance October 2010 - January 2011
UBS AG March 2004 - May 2010
UBS Investment Bank July 2000 - March 2004
UBS Investment Bank November 1999 - July 2000
UBS Investment Bank August 1999 - November 1999
UBS Investment Bank September 1998 - August 1999
Skills
Fixed Income, Equities, Process Improvement, Derivatives, Operations Management, Project Planning, Finance, Options, Trading, CRM, Foreign Exchange, Sales, Capital Markets
Education
University of Phoenix 2011 — 2012
Bachelor of Science (BS), Finance, General
Fairfield University 1998 — 2000
Electrical and Electronics Engineering
Pepperdine University 1991 — 1996
Bachelor of Arts (BA), Theatre/Theater
Keller Williams Realty, Inc. October 2014 - Present
LKQ Corporation February 2012 - February 2013
JPMorgan Chase April 2011 - September 2011
NL Financial Alliance October 2010 - January 2011
UBS AG March 2004 - May 2010
UBS Investment Bank July 2000 - March 2004
UBS Investment Bank November 1999 - July 2000
UBS Investment Bank August 1999 - November 1999
UBS Investment Bank September 1998 - August 1999
Skills
Fixed Income, Equities, Process Improvement, Derivatives, Operations Management, Project Planning, Finance, Options, Trading, CRM, Foreign Exchange, Sales, Capital Markets
Education
University of Phoenix 2011 — 2012
Bachelor of Science (BS), Finance, General
Fairfield University 1998 — 2000
Electrical and Electronics Engineering
Pepperdine University 1991 — 1996
Bachelor of Arts (BA), Theatre/Theater
Edward Tarallo Edward Tarallo's UBS AG Experience July 1994 - November 2008
Job Managing Directorinvestments Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2008 - Present
UBS AG. July 1994 - November 2008
Smith Barney October 1989 - June 1994
Education
Baruch College, City University of New York (CUNY) 1978 — 1982
BBA, Finance & Investments
Liceo Scientifico 1971 — 1976
Baccalaureate
Wells Fargo Advisors, LLC November 2008 - Present
UBS AG. July 1994 - November 2008
Smith Barney October 1989 - June 1994
Education
Baruch College, City University of New York (CUNY) 1978 — 1982
BBA, Finance & Investments
Liceo Scientifico 1971 — 1976
Baccalaureate
Al Crew Al Crew's UBS AG Experience April 2015 - Present
Job Director, Global Corporate Services at UBS AG
Industry Investment Banking
Experience
UBS AG April 2015 - Present
Crew & Associates January 2012 - March 2015
CIGNA March 2010 - December 2011
Pillsbury Winthrop Shaw Pittman April 2005 - February 2010
Crew & Associates September 2001 - March 2005
United Health Group 2004 - 2004
American Express 1996 - 2001
Prudential 1974 - 1995
Skills
Outsourcing, Global Delivery, Offshoring, Strategic Sourcing, Operating Models, Contract Negotiations, Organizational Change, Business Relationship..., Business Planning, Program Management, Cross-functional Team..., Change Management, IT Service Management, Operations Management, Restructuring, BPO, Business Transformation, Re-engineering, IT Outsourcing, Vendor Management, Business Process..., Supplier Management, Vendor Relations, Strategy Development, Contract Negotiation, Management Consulting, IT Strategy, Governance, Global Sourcing, Strategy, Financial Modeling, Domain Management, Management, Leadership, Integration, Enterprise Software, Executive Management, Business Strategy, Project Management, Sourcing, Analytics, ITIL, Analysis, Enterprise Architecture, Telecommunications, Information Technology, Business Process, PMO, Project Portfolio..., Shared Services
Education
Excelsior College
Master of Business Administration (M.B.A.)
Univ of Minnesota - Carlson School of Management
Finance
Univ of Pennsylvania - Wharton School of Management
Global Business Management
Harvard University
Business Re-engineering
UBS AG April 2015 - Present
Crew & Associates January 2012 - March 2015
CIGNA March 2010 - December 2011
Pillsbury Winthrop Shaw Pittman April 2005 - February 2010
Crew & Associates September 2001 - March 2005
United Health Group 2004 - 2004
American Express 1996 - 2001
Prudential 1974 - 1995
Skills
Outsourcing, Global Delivery, Offshoring, Strategic Sourcing, Operating Models, Contract Negotiations, Organizational Change, Business Relationship..., Business Planning, Program Management, Cross-functional Team..., Change Management, IT Service Management, Operations Management, Restructuring, BPO, Business Transformation, Re-engineering, IT Outsourcing, Vendor Management, Business Process..., Supplier Management, Vendor Relations, Strategy Development, Contract Negotiation, Management Consulting, IT Strategy, Governance, Global Sourcing, Strategy, Financial Modeling, Domain Management, Management, Leadership, Integration, Enterprise Software, Executive Management, Business Strategy, Project Management, Sourcing, Analytics, ITIL, Analysis, Enterprise Architecture, Telecommunications, Information Technology, Business Process, PMO, Project Portfolio..., Shared Services
Education
Excelsior College
Master of Business Administration (M.B.A.)
Univ of Minnesota - Carlson School of Management
Finance
Univ of Pennsylvania - Wharton School of Management
Global Business Management
Harvard University
Business Re-engineering
Richard Clive Richard Clive's UBS AG Experience January 2007 - June 2007
Job Tax Staff Accountant at Bennett Thrasher LLP
Industry Financial Services
Experience
Bennett Thrasher January 2015 - Present
Williams Benator & Libby, LLP January 2014 - December 2014
Cherry Bekaert LLP January 2013 - April 2013
Taylor Green CPA LLC July 2011 - December 2012
Gyeonggido Province Education Ministry, South Korean Government May 2009 - May 2011
Integrated Financial Group February 2008 - March 2009
Fraser Financial August 2007 - January 2008
United States Air Force May 2004 - July 2007
UBS AG January 2007 - June 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Finance, Accounting, QuickBooks, Bookkeeping, Tax, Account Reconciliation, Financial Accounting, Auditing, CPA, Accounts Payable, Accounts Receivable, Financial Reporting, Outlook, Tax Preparation, Strategic Financial..., Korean Language..., Spanish Language..., Excel, Word, Pro Series Tax Software..., Income Tax, Access, Financial Analysis, Spanish, Microsoft Office, Account Management, Tax Research- RIA..., ProSystem fx Tax, ProSystem fx Engagement, FAS Asset Accounting, FAS (FKA BEST)...
Education
Georgia State University 2011 — 2013
Accounting, Accounting/Tax, n/a
Yonsei University 2009 — 2010
N/A, Korean Language, Completed Course
Kansas State University 2005 — 2007
Master of Science; 2007 Bachelor of Arts, Financial Planning;, n/a
Florida State University 2000 — 2004
B.A., Political Science & Spanish (double major), n/a
Bennett Thrasher January 2015 - Present
Williams Benator & Libby, LLP January 2014 - December 2014
Cherry Bekaert LLP January 2013 - April 2013
Taylor Green CPA LLC July 2011 - December 2012
Gyeonggido Province Education Ministry, South Korean Government May 2009 - May 2011
Integrated Financial Group February 2008 - March 2009
Fraser Financial August 2007 - January 2008
United States Air Force May 2004 - July 2007
UBS AG January 2007 - June 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Finance, Accounting, QuickBooks, Bookkeeping, Tax, Account Reconciliation, Financial Accounting, Auditing, CPA, Accounts Payable, Accounts Receivable, Financial Reporting, Outlook, Tax Preparation, Strategic Financial..., Korean Language..., Spanish Language..., Excel, Word, Pro Series Tax Software..., Income Tax, Access, Financial Analysis, Spanish, Microsoft Office, Account Management, Tax Research- RIA..., ProSystem fx Tax, ProSystem fx Engagement, FAS Asset Accounting, FAS (FKA BEST)...
Education
Georgia State University 2011 — 2013
Accounting, Accounting/Tax, n/a
Yonsei University 2009 — 2010
N/A, Korean Language, Completed Course
Kansas State University 2005 — 2007
Master of Science; 2007 Bachelor of Arts, Financial Planning;, n/a
Florida State University 2000 — 2004
B.A., Political Science & Spanish (double major), n/a
Ed Pyo Ed Pyo's UBS AG Experience May 2007 - June 2012
Job Independent Contractor at KPMG
Industry Information Technology and Services
Experience
KPMG January 2015 - Present
UBS June 2012 - May 2014
UBS AG May 2007 - June 2012
Wyeth January 2007 - May 2007
Schering-Plough October 2005 - June 2006
Unilever 2001 - 2005
AT Kearney 2000 - 2001
Prudential 1994 - 2000
Skills
Strategic Sourcing, E-procurement, Supply Chain, Global Sourcing, Project Management, Business Process..., Strategic Planning, Ariba, Consulting, Business Transformation, Outsourcing, Business Process..., Procure-to-Pay, Requirements Analysis, Cross-functional Team..., Procurement
Education
Carnegie Mellon University 1990 — 1994
BS
Fairview High School 1986 — 1990
KPMG January 2015 - Present
UBS June 2012 - May 2014
UBS AG May 2007 - June 2012
Wyeth January 2007 - May 2007
Schering-Plough October 2005 - June 2006
Unilever 2001 - 2005
AT Kearney 2000 - 2001
Prudential 1994 - 2000
Skills
Strategic Sourcing, E-procurement, Supply Chain, Global Sourcing, Project Management, Business Process..., Strategic Planning, Ariba, Consulting, Business Transformation, Outsourcing, Business Process..., Procure-to-Pay, Requirements Analysis, Cross-functional Team..., Procurement
Education
Carnegie Mellon University 1990 — 1994
BS
Fairview High School 1986 — 1990
Jason Ockun Jason Ockun's UBS AG Experience September 2002 - December 2007
Job Associate Partner at Citihub
Industry Information Technology and Services
Experience
Citihub February 2014 - Present
Deloitte Consulting May 2010 - February 2014
Cam Bam LLC December 2007 - April 2010
UBS AG September 2002 - December 2007
Standard & Poor's November 1997 - September 2002
Ingram Consulting September 1993 - January 1997
Skills
IT Strategy, Project Portfolio..., IT Management, PMP, Project Delivery, Business Process..., Program Management, Vendor Management, Management Consulting, Process Engineering, IT Service Management, Change Management, Project Implementation, Process Improvement, Business Management, Solution Design, Knowledge Management, Service Delivery, Project Planning, Disaster Recovery, Governance, Release Management, Team Management, Consultancy, Team Leadership, Requirements Analysis, Business Strategy, IT Operations, ITIL, Consultants, Solution Architecture, Infrastructure, Mergers & Acquisitions, Management, Strategy, PMO, CRM, Enterprise Software, Outsourcing, Leadership, Consulting
Education
Columbia University in the City of New York 1993 — 1997
The Hebrew University 1992 — 1993
Citihub February 2014 - Present
Deloitte Consulting May 2010 - February 2014
Cam Bam LLC December 2007 - April 2010
UBS AG September 2002 - December 2007
Standard & Poor's November 1997 - September 2002
Ingram Consulting September 1993 - January 1997
Skills
IT Strategy, Project Portfolio..., IT Management, PMP, Project Delivery, Business Process..., Program Management, Vendor Management, Management Consulting, Process Engineering, IT Service Management, Change Management, Project Implementation, Process Improvement, Business Management, Solution Design, Knowledge Management, Service Delivery, Project Planning, Disaster Recovery, Governance, Release Management, Team Management, Consultancy, Team Leadership, Requirements Analysis, Business Strategy, IT Operations, ITIL, Consultants, Solution Architecture, Infrastructure, Mergers & Acquisitions, Management, Strategy, PMO, CRM, Enterprise Software, Outsourcing, Leadership, Consulting
Education
Columbia University in the City of New York 1993 — 1997
The Hebrew University 1992 — 1993
Eleonore Leder Eleonore Leder's UBS AG Experience 1997 - 2008
Job Head Human Resources at Raiffeisen Centrobank AG
Industry Banking
Experience
Raiffeisen Centrobank AG October 2011 - Present
Raiffeisen Centrobank October 2008 - October 2011
UBS Global Asset Management November 1997 - September 2008
UBS AG 1997 - 2008
Skills
Human Resources, HR Transformation, Talent Management, Performance Management, Employee Engagement, Organizational..., Organizational Design, Succession Planning, Talent Acquisition, Personnel Management, Employee Relations, Leadership Development, Deferred Compensation, Management Consulting, Change Management, HR Consulting, Workforce Planning, Compensation & Benefits..., Management Development, Mergers & Acquisitions, Culture Change
Education
Eidgenössische Technische Hochschule Zürich 1991 — 1996
PhD, Work & Organisational Psychology
Rheinisch-Westfälische Technische Hochschule Aachen 1988 — 1991
Diploma, Work & Organisational Psychology
Raiffeisen Centrobank AG October 2011 - Present
Raiffeisen Centrobank October 2008 - October 2011
UBS Global Asset Management November 1997 - September 2008
UBS AG 1997 - 2008
Skills
Human Resources, HR Transformation, Talent Management, Performance Management, Employee Engagement, Organizational..., Organizational Design, Succession Planning, Talent Acquisition, Personnel Management, Employee Relations, Leadership Development, Deferred Compensation, Management Consulting, Change Management, HR Consulting, Workforce Planning, Compensation & Benefits..., Management Development, Mergers & Acquisitions, Culture Change
Education
Eidgenössische Technische Hochschule Zürich 1991 — 1996
PhD, Work & Organisational Psychology
Rheinisch-Westfälische Technische Hochschule Aachen 1988 — 1991
Diploma, Work & Organisational Psychology
ChunChieh Huang ChunChieh Huang's UBS AG Experience June 2007 - September 2007
Job Student at University of California, Irvine
Industry
Experience
Suyin Corporation March 2010 - December 2010
Rego Electronic Inc May 2008 - December 2008
UBS AG June 2007 - September 2007
Skills
Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Marketing, Market Research, Marketing Communications, Sales, Teamwork, Customer Service, Microsoft Word, Public Speaking, Social Networking, Sales Management
Education
UCI 2012 — 2013
ACP, Marketing
Ming Hsin University of Science and Technology 2005 — 2008
Graduation, Opto-Electronic System Engineering
Suyin Corporation March 2010 - December 2010
Rego Electronic Inc May 2008 - December 2008
UBS AG June 2007 - September 2007
Skills
Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Marketing, Market Research, Marketing Communications, Sales, Teamwork, Customer Service, Microsoft Word, Public Speaking, Social Networking, Sales Management
Education
UCI 2012 — 2013
ACP, Marketing
Ming Hsin University of Science and Technology 2005 — 2008
Graduation, Opto-Electronic System Engineering
Markus Buergler Markus Buergler's UBS AG Experience January 2003 - August 2006
Job Dipl. Arch. ETH / SIA / RIBA at Corporate Real Estate Consultant
Industry Broadcast Media
Experience
Corporate Real Estate Consultant July 2015 - Present
Bloomberg LP October 2008 - June 2015
UBS Investment Bank September 2006 - December 2007
UBS AG January 2003 - August 2006
UBS AG January 2001 - January 2003
UBS AG January 1988 - January 2001
Citi January 1987 - January 1988
Citibank, Brazil January 1976 - January 1987
Construction Management & Architect - Self-employed January 1973 - January 1987
Architect June 1969 - December 1973
Skills
Project Management, Real Estate, Languages: Fluent in..., Languages: Understands..., Citizenship:..., Construction, Facilities Management, Corporate Real Estate, Residential Homes, Strategic Planning, Contract Negotiation, Research, Nonprofits, Photoshop, Pre-project Planning, Capital Budgeting, Technical Reviews and..., Environmental Impact..., Technical Standards and...
Education
ETH - Federal Institute of Technology, Zürich, Switzerland 1964 — 1969
Dipl. Arch. ETH, Architecture, Master Degree
Eidgenössische Technische Hochschule Zürich 1964 — 1969
Master of Architecture (M.Arch.), Architecture
Kanti Baden
Corporate Real Estate Consultant July 2015 - Present
Bloomberg LP October 2008 - June 2015
UBS Investment Bank September 2006 - December 2007
UBS AG January 2003 - August 2006
UBS AG January 2001 - January 2003
UBS AG January 1988 - January 2001
Citi January 1987 - January 1988
Citibank, Brazil January 1976 - January 1987
Construction Management & Architect - Self-employed January 1973 - January 1987
Architect June 1969 - December 1973
Skills
Project Management, Real Estate, Languages: Fluent in..., Languages: Understands..., Citizenship:..., Construction, Facilities Management, Corporate Real Estate, Residential Homes, Strategic Planning, Contract Negotiation, Research, Nonprofits, Photoshop, Pre-project Planning, Capital Budgeting, Technical Reviews and..., Environmental Impact..., Technical Standards and...
Education
ETH - Federal Institute of Technology, Zürich, Switzerland 1964 — 1969
Dipl. Arch. ETH, Architecture, Master Degree
Eidgenössische Technische Hochschule Zürich 1964 — 1969
Master of Architecture (M.Arch.), Architecture
Kanti Baden
Lauren Silfen Lauren Silfen's UBS AG Experience 2001 - October 2011
Job Team Lead/Project Management HeadFinancial Institutions Supervision at Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York January 2012 - Present
UBS AG 2001 - October 2011
PaineWebber Incorporated 1988 - 2001
Skills
Creditor Relations, Liquidity/Funding/Capita..., Bank..., Corporate Governance, Project Management, Financial Services
Education
Cornell University
BS, Economics
New York University - Leonard N. Stern School of Business
MBA, Economics, International Finance
University of Pennsylvania - The Wharton School
Securities Industry Institute
Federal Reserve Bank of New York January 2012 - Present
UBS AG 2001 - October 2011
PaineWebber Incorporated 1988 - 2001
Skills
Creditor Relations, Liquidity/Funding/Capita..., Bank..., Corporate Governance, Project Management, Financial Services
Education
Cornell University
BS, Economics
New York University - Leonard N. Stern School of Business
MBA, Economics, International Finance
University of Pennsylvania - The Wharton School
Securities Industry Institute
Nicole Olivas Jenkins Nicole Olivas Jenkins's UBS AG Experience 2006 - 2007
Job Consultant at The Story Sails Group
Industry Entertainment
Experience
The Story Sails Group 2013 - Present
BET Networks 2008 - 2013
L. Plummer Media July 2012 - December 2012
BET Networks December 2008 - June 2009
Wachovia Securities 2007 - 2008
UBS AG 2006 - 2007
Skills
Bilingual-English/Spanis..., Adobe, Microsoft Office, FileMaker, Certified Project..., The Bridge - BET..., Social Media, Social Media Strategist, Transmedia Storytelling, Team Building, Film, Entertainment, Video Production, CRM, Social Media Marketing, Television, Entrepreneurship, Financial Services, Broadcast, Digital Media, Final Cut Pro, Microsoft Excel, New Media, Film Production, Project Management, Video, Reality, Management, Screenwriting
Education
Duke University
BA, Public Policy, Economics
The Story Sails Group 2013 - Present
BET Networks 2008 - 2013
L. Plummer Media July 2012 - December 2012
BET Networks December 2008 - June 2009
Wachovia Securities 2007 - 2008
UBS AG 2006 - 2007
Skills
Bilingual-English/Spanis..., Adobe, Microsoft Office, FileMaker, Certified Project..., The Bridge - BET..., Social Media, Social Media Strategist, Transmedia Storytelling, Team Building, Film, Entertainment, Video Production, CRM, Social Media Marketing, Television, Entrepreneurship, Financial Services, Broadcast, Digital Media, Final Cut Pro, Microsoft Excel, New Media, Film Production, Project Management, Video, Reality, Management, Screenwriting
Education
Duke University
BA, Public Policy, Economics
Robert Halpern Robert Halpern's UBS AG Experience 1998 - 2000
Job Financial Services Attorney/Public Finance/Securitization
Industry Law Practice
Experience
Municipal Art Society 2013 - 2015
Robinson & Cole LLP June 2007 - December 2008
Bloomberg October 2006 - March 2008
Carella Byrne April 2003 - September 2006
Seton Hall University School of Law January 2001 - January 2002
Dewey Ballantine LLP 2001 - 2002
UBS AG 1998 - 2000
Pace University School of Law January 1991 - January 1999
Moody's 1996 - 1997
Hawkins Delafield & Wood LLP June 1979 - September 1996
Skills
Public Finance, Project Finance, Structured Finance, Research, Due Diligence, Capital Markets, Derivatives, Corporate Finance, Securitization, Bonds, Securities, Corporate Trust, Chapter 11 Public Debt..., Modern Philosophy, Architectural History, Architectural..., Municipal Art Society..., Corporate Governance
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2001 — 2001
Summer Architecture Studio Course
New York University School of Law 1975 — 1978
J.D., Law
University of San Diego School of Law 1976 — 1976
Diploma, International and Comparative Law
The Graduate Center, City University of New York 1975 — 1976
Philosophy
The Graduate Center, City University of New York 1971 — 1975
Ph.D., Philosophy
University of Oxford 1969 — 1971
Graduate Study, Philosophy
City University of New York City College 1963 — 1967
B.A., Philosophy, Psychology
Municipal Art Society 2013 - 2015
Robinson & Cole LLP June 2007 - December 2008
Bloomberg October 2006 - March 2008
Carella Byrne April 2003 - September 2006
Seton Hall University School of Law January 2001 - January 2002
Dewey Ballantine LLP 2001 - 2002
UBS AG 1998 - 2000
Pace University School of Law January 1991 - January 1999
Moody's 1996 - 1997
Hawkins Delafield & Wood LLP June 1979 - September 1996
Skills
Public Finance, Project Finance, Structured Finance, Research, Due Diligence, Capital Markets, Derivatives, Corporate Finance, Securitization, Bonds, Securities, Corporate Trust, Chapter 11 Public Debt..., Modern Philosophy, Architectural History, Architectural..., Municipal Art Society..., Corporate Governance
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2001 — 2001
Summer Architecture Studio Course
New York University School of Law 1975 — 1978
J.D., Law
University of San Diego School of Law 1976 — 1976
Diploma, International and Comparative Law
The Graduate Center, City University of New York 1975 — 1976
Philosophy
The Graduate Center, City University of New York 1971 — 1975
Ph.D., Philosophy
University of Oxford 1969 — 1971
Graduate Study, Philosophy
City University of New York City College 1963 — 1967
B.A., Philosophy, Psychology
Francois Jampierre's UBS AG Experience January 2006 - Present
Job at
Industry Information Technology and Services
Experience
UBS AG January 2006 - Present
UBS AG January 2006 - July 2009
UBS AG - Perot Systems Contract July 2003 - September 2004
General Electric Capital IT Services August 1998 - February 2003
Rogal America, Inc August 1996 - February 1998
Deloitte & Touche Consulting Group January 1996 - August 1996
IEI Resources, Inc October 1994 - January 1996
Skills
Servers, Access, Security, Testing, Oracle, Training, Management, Networking, Information Technology, Hardware, Microsoft SQL Server, TCP/IP, Databases, Budgets, Storage, XP, Technical Support, Operating Systems, Fixed Income, ITIL, Risk Management, Strategic Planning, Business Analysis, Vendor Management, Change Management, Windows XP, Process Improvement, Analysis, Trading Systems, Disaster Recovery, Account Management, System Deployment, Project Management, Market Data, Equities
Education
Boston University 1988 — 1992
Aerospace Engineering
UBS AG January 2006 - Present
UBS AG January 2006 - July 2009
UBS AG - Perot Systems Contract July 2003 - September 2004
General Electric Capital IT Services August 1998 - February 2003
Rogal America, Inc August 1996 - February 1998
Deloitte & Touche Consulting Group January 1996 - August 1996
IEI Resources, Inc October 1994 - January 1996
Skills
Servers, Access, Security, Testing, Oracle, Training, Management, Networking, Information Technology, Hardware, Microsoft SQL Server, TCP/IP, Databases, Budgets, Storage, XP, Technical Support, Operating Systems, Fixed Income, ITIL, Risk Management, Strategic Planning, Business Analysis, Vendor Management, Change Management, Windows XP, Process Improvement, Analysis, Trading Systems, Disaster Recovery, Account Management, System Deployment, Project Management, Market Data, Equities
Education
Boston University 1988 — 1992
Aerospace Engineering
Robert Seulowitz's UBS AG Experience August 1996 - September 2004
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital October 2009 - Present
4G Data Systems, Inc. March 2009 - August 2009
Morgan Stanley September 2004 - January 2009
UBS AG August 1996 - September 2004
ABN AMRO August 1996 - January 2004
NewsAmerica Marketing May 1993 - August 1996
Harris Publishing 1990 - 1993
Skills
Market Data, Hedge Funds, Reference Data, Vendor Management, Investment Banking, prime, Market Risk, Credit Risk, Financial Regulation, Project Management, MS Project, SharePoint, Business Continuity, HP Service Center, Capacity Planning, IT Service Management, Service Level Management, BCM, Management, Strategy, Bloomberg, Security, Leadership, Data Center
Education
Union Theological Seminary 1983 — 1986
Master of Divinity (MDiv)
Boston University 1979 — 1983
Bachelor's degree
Barclays Capital October 2009 - Present
4G Data Systems, Inc. March 2009 - August 2009
Morgan Stanley September 2004 - January 2009
UBS AG August 1996 - September 2004
ABN AMRO August 1996 - January 2004
NewsAmerica Marketing May 1993 - August 1996
Harris Publishing 1990 - 1993
Skills
Market Data, Hedge Funds, Reference Data, Vendor Management, Investment Banking, prime, Market Risk, Credit Risk, Financial Regulation, Project Management, MS Project, SharePoint, Business Continuity, HP Service Center, Capacity Planning, IT Service Management, Service Level Management, BCM, Management, Strategy, Bloomberg, Security, Leadership, Data Center
Education
Union Theological Seminary 1983 — 1986
Master of Divinity (MDiv)
Boston University 1979 — 1983
Bachelor's degree
Tom Tavar Tom Tavar's UBS AG Experience August 2004 - October 2007
Job Principal/COO Club NewFit
Industry Health, Wellness and Fitness
Experience
Club NewFit October 2007 - Present
UBS AG August 2004 - October 2007
Knight Trading Group October 2000 - August 2004
Citigroup August 1998 - August 2000
Skills
Options, SDLC, Quality Assurance, Fixed Income, Trading, Software Development
Education
Columbia University in the City of New York 1996 — 1998
MSc
Trinity University 1992 — 1996
BS
Club NewFit October 2007 - Present
UBS AG August 2004 - October 2007
Knight Trading Group October 2000 - August 2004
Citigroup August 1998 - August 2000
Skills
Options, SDLC, Quality Assurance, Fixed Income, Trading, Software Development
Education
Columbia University in the City of New York 1996 — 1998
MSc
Trinity University 1992 — 1996
BS
Simon Gu Simon Gu's UBS AG Experience August 2011 - May 2012
Job Operations Analyst
Industry Financial Services
Experience
Lazard Asset Management August 2014 - Present
Barclays Capital May 2012 - July 2014
UBS AG August 2011 - May 2012
Sorin Capital Management LLC May 2006 - September 2007
Ernst & Young January 2005 - May 2006
Education
University of Michigan 2009 — 2011
MS, Financial Engineering
Queens College 2003 — 2004
Bachelor, Accounting
Binghamton University 1999 — 2003
Bachelor, Computer Science
Lazard Asset Management August 2014 - Present
Barclays Capital May 2012 - July 2014
UBS AG August 2011 - May 2012
Sorin Capital Management LLC May 2006 - September 2007
Ernst & Young January 2005 - May 2006
Education
University of Michigan 2009 — 2011
MS, Financial Engineering
Queens College 2003 — 2004
Bachelor, Accounting
Binghamton University 1999 — 2003
Bachelor, Computer Science
Frank Sorenson Frank Sorenson's UBS AG Experience February 2006 - June 2013
Job
Industry Information Technology and Services
Experience
Red Hat October 2013 - Present
UBS AG February 2006 - June 2013
Brigham Young University September 1998 - March 2006
Skills
Solaris, Unix, Linux, Perl, Bash, Shell Scripting, Virtualization, Apache, System Administration, RedHat, DNS, Security, Red Hat Linux, Open Source, Storage, Databases, Operating Systems, Cluster, Firewalls, Unix Shell Scripting, TCP/IP, IP, MySQL, Subversion, Linux System..., SSH, Server Architecture, Enterprise Architecture, Network Administration, Git, Distributed Systems, RHEL, Hardware, Performance Tuning, C, Servers, DHCP, NFS, High Availability, Linux Kernel, SAN, Scripting, VMware, Disaster Recovery
Education
Brigham Young University 1999 — 2004
MS, Computer Science
Brigham Young University 1991 — 1997
BS, Computer Science
Red Hat October 2013 - Present
UBS AG February 2006 - June 2013
Brigham Young University September 1998 - March 2006
Skills
Solaris, Unix, Linux, Perl, Bash, Shell Scripting, Virtualization, Apache, System Administration, RedHat, DNS, Security, Red Hat Linux, Open Source, Storage, Databases, Operating Systems, Cluster, Firewalls, Unix Shell Scripting, TCP/IP, IP, MySQL, Subversion, Linux System..., SSH, Server Architecture, Enterprise Architecture, Network Administration, Git, Distributed Systems, RHEL, Hardware, Performance Tuning, C, Servers, DHCP, NFS, High Availability, Linux Kernel, SAN, Scripting, VMware, Disaster Recovery
Education
Brigham Young University 1999 — 2004
MS, Computer Science
Brigham Young University 1991 — 1997
BS, Computer Science
J Neal Schweitzer J Neal Schweitzer's UBS AG Experience 1996 - 1999
Job Debt Capital Mkts Advisor, FI Market Risk Mngt, Strategy & Client Relationship Mngt
Industry Capital Markets
Experience
DebtCapMkt Advisors, LLC 2010 - Present
Moody's Investors Service 2000 - 2009
UBS AG 1996 - 1999
UBS Securities Co., Ltd 1995 - 1996
UBS Securities Co., Ltd 1994 - 1995
Union Bank of Switzerland 1989 - 1994
Mellon Bank 1979 - 1989
Skills
High Yield, Leveraged Finance, Fixed Income, Debt, Capital Markets, Investment Banking, Portfolio Management, Structured Finance, Emerging Markets, Banking, Bonds, Securitization, Securities, Trading, Credit, Financial Services, Financial Risk, Options, Loans
Education
Georgetown University 1974 — 1978
BSBA, International Business
Nyenrode Business University 1976 — 1977
Int'l Business, Business Management
DebtCapMkt Advisors, LLC 2010 - Present
Moody's Investors Service 2000 - 2009
UBS AG 1996 - 1999
UBS Securities Co., Ltd 1995 - 1996
UBS Securities Co., Ltd 1994 - 1995
Union Bank of Switzerland 1989 - 1994
Mellon Bank 1979 - 1989
Skills
High Yield, Leveraged Finance, Fixed Income, Debt, Capital Markets, Investment Banking, Portfolio Management, Structured Finance, Emerging Markets, Banking, Bonds, Securitization, Securities, Trading, Credit, Financial Services, Financial Risk, Options, Loans
Education
Georgetown University 1974 — 1978
BSBA, International Business
Nyenrode Business University 1976 — 1977
Int'l Business, Business Management
Francesca Davis Francesca Davis's UBS AG Experience June 1999 - June 2000
Job Administrative Assistant at Capital One
Industry Investment Management
Experience
Capital One December 2010 - Present
Ivy Asset Management LLC April 2004 - May 2010
Merrill Lynch Investment Managers / Americas Institutional November 2000 - April 2004
UBS AG June 1999 - June 2000
Education
Farmingdale State College 1986 — 1988
AAS, Advertising
Capital One December 2010 - Present
Ivy Asset Management LLC April 2004 - May 2010
Merrill Lynch Investment Managers / Americas Institutional November 2000 - April 2004
UBS AG June 1999 - June 2000
Education
Farmingdale State College 1986 — 1988
AAS, Advertising
Hershel Wolf Hershel Wolf's UBS AG Experience November 1998 - December 2001
Job CIO at Parameds.com
Industry Computer Software
Experience
Parameds.com May 2012 - Present
Wolf Consulting April 2010 - April 2012
UBS January 2003 - March 2011
UBS January 2001 - December 2002
UBS AG November 1998 - December 2001
Prodigy Services Corporation January 1985 - October 1998
Bankers Trust Corporation January 1984 - January 1985
Skills
Project Management, Program Management, Microsoft Office, Visual Basic, Microsoft Excel, CICS, IBM Mainframe, Autosys, Job Scheduling, Data Center, ITIL Certified, Asset Managment, Capacity Planning, Mainframe, Leadership, Management, Strategy, Servers, Asset Management, Information Technology, SDLC, IT Management, Enterprise Software, Integration, Strategic Planning
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1968 — 1972
BS, Mathematical Methods and Operations Research
Parameds.com May 2012 - Present
Wolf Consulting April 2010 - April 2012
UBS January 2003 - March 2011
UBS January 2001 - December 2002
UBS AG November 1998 - December 2001
Prodigy Services Corporation January 1985 - October 1998
Bankers Trust Corporation January 1984 - January 1985
Skills
Project Management, Program Management, Microsoft Office, Visual Basic, Microsoft Excel, CICS, IBM Mainframe, Autosys, Job Scheduling, Data Center, ITIL Certified, Asset Managment, Capacity Planning, Mainframe, Leadership, Management, Strategy, Servers, Asset Management, Information Technology, SDLC, IT Management, Enterprise Software, Integration, Strategic Planning
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1968 — 1972
BS, Mathematical Methods and Operations Research
Lorry Prentis Lorry Prentis's UBS AG Experience October 2006 - May 2008
Job Executive Director at Ernst & Young
Industry Financial Services
Experience
Ernst & Young April 2010 - Present
Prentis Associates, Inc. August 2008 - April 2010
UBS AG October 2006 - May 2008
Deutsche Bank September 2003 - June 2006
Federal Reserve Bank of New York September 1979 - September 2003
Davis Polk & Wardwell September 1977 - September 1979
Skills
Banking, Credit, Financial Services, Governance, Internal Audit, Regulations, Risk Management, Management, Fixed Income, Investments, Management Consulting, Policy, Securities, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Adelphi University 1977 — 1977
Certificate of Paralegal Studies
University of Colorado Boulder 1975 — 1977
BA, Anthropology
Ernst & Young April 2010 - Present
Prentis Associates, Inc. August 2008 - April 2010
UBS AG October 2006 - May 2008
Deutsche Bank September 2003 - June 2006
Federal Reserve Bank of New York September 1979 - September 2003
Davis Polk & Wardwell September 1977 - September 1979
Skills
Banking, Credit, Financial Services, Governance, Internal Audit, Regulations, Risk Management, Management, Fixed Income, Investments, Management Consulting, Policy, Securities, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Adelphi University 1977 — 1977
Certificate of Paralegal Studies
University of Colorado Boulder 1975 — 1977
BA, Anthropology
Bill Rasmussen Bill Rasmussen's UBS AG Experience September 2005 - December 2007
Job Sr. Telecommunications Project Manager at University of Chicago
Industry Information Technology and Services
Experience
University of Chicago June 2014 - Present
Independent IT talent September 2013 - June 2014
CNA Insurance February 2013 - September 2013
Project Leadership Associates November 2011 - July 2012
Nuance Communications November 2010 - November 2011
TEG/Walgreens 2009 - November 2010
Wolters Kluwer July 2008 - July 2009
UBS AG September 2005 - December 2007
Tribune Company December 1999 - September 2005
Siemens January 1994 - December 1999
Skills
Video Conferencing, UC, Telecommunications, IVR, Speech Recognition, CVE, CCNA, PBX, VoIP, ACD, MPLS, Telecommunications..., Sourcing, Unified Communications, Telephony, Call Center, Network Administration, Telepresence, Cisco, IP, SIP, Wireless, Data Center, TCP/IP, Unified Messaging, Deployment, Cisco Call Manager, RFP, WAN, Disaster Recovery, Network Design, Integration, Vendor Management, IT Management, ITIL, Mobile, Solution Design, Troubleshooting, Cloud Computing, Managed Services, Solution Selling, IP Networking, CTI, SaaS, H.323, Product Management, Routing, Avaya, IP PBX, SIP Trunking
Education
Franklin University 2013 — 2015
BA student, Major: Management
POLYCOM 2011 — 2011
RMX, RMX Video Bridge training
Wm R Harper College 2010 — 2011
Associates, Business, 3.5
Cisco 2005 — 2005
4.0, CCNA Bootcamp
POLYCOM 2005 — 2005
CVE, Videoconferencing
DePaul University 1986 — 1986
Technical, Data Networking LAN / WAN
DePaul University 1985 — 1985
Technical, Telecommunications
ITCS PMP Bootcamp
Certificate of Completion, Project Management Institute methodology
University of Chicago June 2014 - Present
Independent IT talent September 2013 - June 2014
CNA Insurance February 2013 - September 2013
Project Leadership Associates November 2011 - July 2012
Nuance Communications November 2010 - November 2011
TEG/Walgreens 2009 - November 2010
Wolters Kluwer July 2008 - July 2009
UBS AG September 2005 - December 2007
Tribune Company December 1999 - September 2005
Siemens January 1994 - December 1999
Skills
Video Conferencing, UC, Telecommunications, IVR, Speech Recognition, CVE, CCNA, PBX, VoIP, ACD, MPLS, Telecommunications..., Sourcing, Unified Communications, Telephony, Call Center, Network Administration, Telepresence, Cisco, IP, SIP, Wireless, Data Center, TCP/IP, Unified Messaging, Deployment, Cisco Call Manager, RFP, WAN, Disaster Recovery, Network Design, Integration, Vendor Management, IT Management, ITIL, Mobile, Solution Design, Troubleshooting, Cloud Computing, Managed Services, Solution Selling, IP Networking, CTI, SaaS, H.323, Product Management, Routing, Avaya, IP PBX, SIP Trunking
Education
Franklin University 2013 — 2015
BA student, Major: Management
POLYCOM 2011 — 2011
RMX, RMX Video Bridge training
Wm R Harper College 2010 — 2011
Associates, Business, 3.5
Cisco 2005 — 2005
4.0, CCNA Bootcamp
POLYCOM 2005 — 2005
CVE, Videoconferencing
DePaul University 1986 — 1986
Technical, Data Networking LAN / WAN
DePaul University 1985 — 1985
Technical, Telecommunications
ITCS PMP Bootcamp
Certificate of Completion, Project Management Institute methodology
Charles Gilman Charles Gilman's UBS AG Experience January 2013 - April 2013
Job Director of Loan Accounting at Fannie Mae
Industry Banking
Experience
Fannie Mae August 2015 - Present
Fannie Mae September 2014 - July 2015
Fannie Mae April 2013 - September 2014
UBS AG January 2013 - April 2013
UBS AG January 2012 - December 2012
UBS AG July 2008 - December 2012
American Bankers Association August 2005 - July 2008
PricewaterhouseCoopers September 2000 - August 2005
Skills
US GAAP, Accounting, Finance, Financial Accounting, GAAP, IFRS, Financial Instruments, Financial Reporting, Banking, Financial Analysis, SEC filings, Derivatives, Internal Controls, Management, SEC reporting, Technical Accounting, Consolidation, Equities, Analysis, Loans
Education
American University 2002 — 2008
M.S., Taxation
Pennsylvania State University 1995 — 2000
B.S., Accounting and International Business
Fannie Mae August 2015 - Present
Fannie Mae September 2014 - July 2015
Fannie Mae April 2013 - September 2014
UBS AG January 2013 - April 2013
UBS AG January 2012 - December 2012
UBS AG July 2008 - December 2012
American Bankers Association August 2005 - July 2008
PricewaterhouseCoopers September 2000 - August 2005
Skills
US GAAP, Accounting, Finance, Financial Accounting, GAAP, IFRS, Financial Instruments, Financial Reporting, Banking, Financial Analysis, SEC filings, Derivatives, Internal Controls, Management, SEC reporting, Technical Accounting, Consolidation, Equities, Analysis, Loans
Education
American University 2002 — 2008
M.S., Taxation
Pennsylvania State University 1995 — 2000
B.S., Accounting and International Business
Kerry Watterson's UBS AG Experience 2002 - 2009
Job Managing Director
Industry Investment Banking
Experience
McDonald Partners 2009 - Present
EcoWatch 2011 - Present
UBS AG 2002 - 2009
Lorain County Community College 2003 - 2006
Teligent Inc. 1998 - 2001
MCI Telecommunications 1991 - 1998
E. F. Hutton & Co., Inc. 1985 - 1988
United States Coast Guard 1978 - 1983
Skills
Corporate Finance, Capital Markets, Strategic Planning, Planning & Analysis, Asset Management, Investments, Asset Managment, Finance, Non-profits, Telecommunications, Leadership, Management, Investor Relations, Investment Banking, Due Diligence, Corporate Development, Asset Allocation, Investment Management, Military, Capital Budgeting, Technology Finance, Non-profit Boards, Business Analysis, Financial Advisory, Series 66, Maritime, Navigation, Shipboard Operations, Icebreaking, Portfolio Management, IPO, Financial Structuring, Equities, Venture Capital, Investment Strategies, Mergers & Acquisitions, Alternative Investments, Investment Advisory, Private Equity, Strategic Financial..., Series 7, Executive Management, Wealth Management, Hedge Funds, Financial Modeling, Securities, Valuation, Mutual Funds, Equity Research, Nonprofits
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance
US Coast Guard Academy
Bachelor of Science (BS), Management & Economics
McDonald Partners 2009 - Present
EcoWatch 2011 - Present
UBS AG 2002 - 2009
Lorain County Community College 2003 - 2006
Teligent Inc. 1998 - 2001
MCI Telecommunications 1991 - 1998
E. F. Hutton & Co., Inc. 1985 - 1988
United States Coast Guard 1978 - 1983
Skills
Corporate Finance, Capital Markets, Strategic Planning, Planning & Analysis, Asset Management, Investments, Asset Managment, Finance, Non-profits, Telecommunications, Leadership, Management, Investor Relations, Investment Banking, Due Diligence, Corporate Development, Asset Allocation, Investment Management, Military, Capital Budgeting, Technology Finance, Non-profit Boards, Business Analysis, Financial Advisory, Series 66, Maritime, Navigation, Shipboard Operations, Icebreaking, Portfolio Management, IPO, Financial Structuring, Equities, Venture Capital, Investment Strategies, Mergers & Acquisitions, Alternative Investments, Investment Advisory, Private Equity, Strategic Financial..., Series 7, Executive Management, Wealth Management, Hedge Funds, Financial Modeling, Securities, Valuation, Mutual Funds, Equity Research, Nonprofits
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance
US Coast Guard Academy
Bachelor of Science (BS), Management & Economics
Laura Cronin Laura Cronin's UBS AG Experience October 2006 - August 2013
Job Assistant Vice President at MUFG in the Americas
Industry Banking
Experience
MUFG in the Americas August 2013 - Present
UBS AG October 2006 - August 2013
Sterling National Bank March 2001 - October 2006
Skills
Corporate Finance, Credit, Finance, Financial Analysis, Credit Risk, Asset Management, Banking, Risk Management, Investment Banking, Investments, Financial Services
Education
Baruch College 2006 — 2008
Bachelor of Science (B.S.), Public Administration
MUFG in the Americas August 2013 - Present
UBS AG October 2006 - August 2013
Sterling National Bank March 2001 - October 2006
Skills
Corporate Finance, Credit, Finance, Financial Analysis, Credit Risk, Asset Management, Banking, Risk Management, Investment Banking, Investments, Financial Services
Education
Baruch College 2006 — 2008
Bachelor of Science (B.S.), Public Administration
Madelin Pellot Madelin Pellot's UBS AG Experience February 2001 - November 2004
Job Market / Project Coordinator & Executive Assistant
Industry Financial Services
Experience
CTF Development Inc. 2015 - Present
Sanofi Pasteur Inc March 2009 - June 2014
KBW December 2004 - March 2009
UBS AG February 2001 - November 2004
ING Barings January 2000 - January 2001
American Express Travel January 1987 - June 1999
Skills
Sales Effectiveness, Project Management, Product Marketing, Event Planning, Event Management, Global Marketing, Strategic Planning, Sales, Competitive Analysis, Management, Public Relations, Project Planning, Program Management, Process Improvement, Budgets, Change Management, Customer Service, Applicant Tracking..., Microsoft Excel, Human Resources, Employee Relations, Leadership, Microsoft Office, Talent Acquisition
Education
Cornell University 1989 — 1991
Associate's degree, Business Administration, Management and Operations
Fort Hamilton High School 1984 — 1988
Diploma, Business Administration and Management, General - Co-op Intern Program, Junior & Senior Year
CTF Development Inc. 2015 - Present
Sanofi Pasteur Inc March 2009 - June 2014
KBW December 2004 - March 2009
UBS AG February 2001 - November 2004
ING Barings January 2000 - January 2001
American Express Travel January 1987 - June 1999
Skills
Sales Effectiveness, Project Management, Product Marketing, Event Planning, Event Management, Global Marketing, Strategic Planning, Sales, Competitive Analysis, Management, Public Relations, Project Planning, Program Management, Process Improvement, Budgets, Change Management, Customer Service, Applicant Tracking..., Microsoft Excel, Human Resources, Employee Relations, Leadership, Microsoft Office, Talent Acquisition
Education
Cornell University 1989 — 1991
Associate's degree, Business Administration, Management and Operations
Fort Hamilton High School 1984 — 1988
Diploma, Business Administration and Management, General - Co-op Intern Program, Junior & Senior Year
Robert Karp Robert Karp's UBS AG Experience September 2010 - September 2011
Job Managing Director, Global Sourcing & Procurement at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield September 2011 - Present
UBS AG September 2010 - September 2011
JPMorgan Chase January 2003 - September 2010
CHIMERA CAPITAL January 2001 - June 2002
CYPRESS ASSET MANAGEMENT January 2000 - January 2001
ARTHUR ANDERSEN LLP January 1998 - January 2000
Skills
Strategy, Consulting, Commodity, Financial Modeling, Valuation, Equities, Equity Research, Bloomberg, Investment Banking, Investments, Financial Analysis, Corporate Finance, Finance, Business Development, Risk Management, Series 7, Strategic Planning
Education
Columbia Business School 2006 — 2007
MBA, Executive Program, Finance/Management
Tulane University 1994 — 1998
BS, Accounting
Scarsdale High School 1990 — 1994
Cushman & Wakefield September 2011 - Present
UBS AG September 2010 - September 2011
JPMorgan Chase January 2003 - September 2010
CHIMERA CAPITAL January 2001 - June 2002
CYPRESS ASSET MANAGEMENT January 2000 - January 2001
ARTHUR ANDERSEN LLP January 1998 - January 2000
Skills
Strategy, Consulting, Commodity, Financial Modeling, Valuation, Equities, Equity Research, Bloomberg, Investment Banking, Investments, Financial Analysis, Corporate Finance, Finance, Business Development, Risk Management, Series 7, Strategic Planning
Education
Columbia Business School 2006 — 2007
MBA, Executive Program, Finance/Management
Tulane University 1994 — 1998
BS, Accounting
Scarsdale High School 1990 — 1994
Erik Weissenborn's UBS AG Experience January 2009 - April 2011
Job Market Data Analyst at NATIXIS
Industry Financial Services
Experience
Natixis April 2011 - Present
UBS AG January 2009 - April 2011
New York Mercantile Exchange January 2004 - January 2007
Skills
Bloomberg, Series 7, Wealth Management, Equities, Fixed Income, Retirement Planning, Derivatives, Investment Advisory, Series 63, Mutual Funds, Investments, Alternative Investments, PHP, HTML, Objective-C, Swift, VBA, Reuters 3000, Market Data
Education
Boston University 2003 — 2008
Bachelor of Arts (B.A.), International Economics
Natixis April 2011 - Present
UBS AG January 2009 - April 2011
New York Mercantile Exchange January 2004 - January 2007
Skills
Bloomberg, Series 7, Wealth Management, Equities, Fixed Income, Retirement Planning, Derivatives, Investment Advisory, Series 63, Mutual Funds, Investments, Alternative Investments, PHP, HTML, Objective-C, Swift, VBA, Reuters 3000, Market Data
Education
Boston University 2003 — 2008
Bachelor of Arts (B.A.), International Economics
Durgesh Patel's UBS AG Experience January 2009 - December 2009
Job Manager Global Corporate Strategy, Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions July 2013 - Present
Cognizant Technology Solutions December 2012 - June 2013
Cognizant Research Centre (CRC) May 2011 - November 2012
Cognizant Technology Solutions January 2010 - April 2011
UBS AG January 2009 - December 2009
ICICI Bank May 2006 - January 2009
Escorts Securities Ltd June 2005 - July 2005
Skills
Market Opportunity..., Industry Trend Analysis, Company Profiles, Competitive Strategies, Research Papers, Private Banking, Wealth Management, Competitive Intelligence, Secondary Research, Desk Research, Mobility Solutions, Industry Research, Fundamental Research, Segmentation, Industry Analysis, Competitive Analysis, Business Planning, M&A analysis, Strategy Formulation, Stakeholder Management, Business Analytics, Business Strategy, MIS, Solutions Marketing, Team Management, Finance, Business Analysis, Market Research, Research, Trend Analysis, Analytics, Strategy
Education
NIILM Center For Management Studies 2004 — 2006
PGDBM, FINANCE
Hemchandracharya North Gujarat University 1999 — 2003
BE, ELECTRICAL
Cognizant Technology Solutions July 2013 - Present
Cognizant Technology Solutions December 2012 - June 2013
Cognizant Research Centre (CRC) May 2011 - November 2012
Cognizant Technology Solutions January 2010 - April 2011
UBS AG January 2009 - December 2009
ICICI Bank May 2006 - January 2009
Escorts Securities Ltd June 2005 - July 2005
Skills
Market Opportunity..., Industry Trend Analysis, Company Profiles, Competitive Strategies, Research Papers, Private Banking, Wealth Management, Competitive Intelligence, Secondary Research, Desk Research, Mobility Solutions, Industry Research, Fundamental Research, Segmentation, Industry Analysis, Competitive Analysis, Business Planning, M&A analysis, Strategy Formulation, Stakeholder Management, Business Analytics, Business Strategy, MIS, Solutions Marketing, Team Management, Finance, Business Analysis, Market Research, Research, Trend Analysis, Analytics, Strategy
Education
NIILM Center For Management Studies 2004 — 2006
PGDBM, FINANCE
Hemchandracharya North Gujarat University 1999 — 2003
BE, ELECTRICAL
Candice Conseur Candice Conseur's UBS AG Experience March 2010 - June 2013
Job Principal at KKR
Industry Human Resources
Experience
KKR January 2015 - Present
KKR July 2013 - Present
UBS AG March 2010 - June 2013
UBS October 2007 - February 2010
UBS Investment Bank November 2003 - September 2007
Colgate University June 2002 - February 2003
Skills
Talent Management, Career Development, Training, Program Management, Recruiting, Staff Development, Human Resources, Applicant Tracking..., Leadership Development, Talent Acquisition, Onboarding, Performance Management, Employee Engagement, Organizational..., Employee Relations, Management Consulting, Succession Planning, College Recruiting, Leadership, Career Counseling, Project Management, Resume Writing, Vendor Management, Interviews, Screening, Technical Recruiting, Workforce Planning, HRIS, Personnel Management, Deferred Compensation, Executive Search, Organizational Design, Organizational..., Sourcing
Education
Colgate University 1998 — 2002
Bachelor's Degree, Spanish Language and Literature
New York University 2012 — 2012
Certificate in Career Planning and Development
Northport HS 1994 — 1998
Own the Room
KKR January 2015 - Present
KKR July 2013 - Present
UBS AG March 2010 - June 2013
UBS October 2007 - February 2010
UBS Investment Bank November 2003 - September 2007
Colgate University June 2002 - February 2003
Skills
Talent Management, Career Development, Training, Program Management, Recruiting, Staff Development, Human Resources, Applicant Tracking..., Leadership Development, Talent Acquisition, Onboarding, Performance Management, Employee Engagement, Organizational..., Employee Relations, Management Consulting, Succession Planning, College Recruiting, Leadership, Career Counseling, Project Management, Resume Writing, Vendor Management, Interviews, Screening, Technical Recruiting, Workforce Planning, HRIS, Personnel Management, Deferred Compensation, Executive Search, Organizational Design, Organizational..., Sourcing
Education
Colgate University 1998 — 2002
Bachelor's Degree, Spanish Language and Literature
New York University 2012 — 2012
Certificate in Career Planning and Development
Northport HS 1994 — 1998
Own the Room
Irshad Md Irshad Md's UBS AG Experience February 2006 - Present
Job Sr. System Archirtect UBS IBM
Industry Banking
Experience
UBS AG February 2006 - Present
UBS AG January 2006 - Present
AE, Inc. - TOGAF Training and EA Training Experts 2012 - 2013
Metlife New Jersey February 2004 - January 2006
Sprint PCS May 2002 - June 2004
Comverse Technology July 2001 - June 2002
Skills
Solution Architecture, Integration, High Availability, Pre-sales, Cluster, Websphere, Architecture, Infrastructure, Enterprise Architecture, ITIL, Unix, Disaster Recovery, Solaris, IT Strategy, System Deployment, Java Enterprise Edition, Storage, Enterprise Software, System Administration, LDAP, IT Service Management, SOA, SDLC, Data Center, Architectures, Security Architecture..., Infrastructure Security, Pre-sales Solution..., Storage Architecture, Fire eye Security..., Akamai Security, Cloud Architect, Cloud Computing, Virtualization
Education
IBM 2010 — 2015
Infrastructure System Architect.(ISA Sponsored by IBM), ISA, TOGAF, HP Storage Architect, EMC Architect, CISSP (in progress), Akamai Security Certified, A
New York University 2009 — 2013
PhD, IT Infrastructure Framework for eBusiness
Stevens Institute of Technology 1999 — 2001
Master’s Degree, Computer Science, A (3.2) GP
Harvard Business School 1999 — 1999
Certificates in Executive Summer program, Privatization, A
Harvard University 1999 — 1999
Executive programm for privatisation in developing countries, Banking and Financial Support Services
Philippine Christian University 1998 — 1999
Master’s Degree, Finance, General, A
UBS AG February 2006 - Present
UBS AG January 2006 - Present
AE, Inc. - TOGAF Training and EA Training Experts 2012 - 2013
Metlife New Jersey February 2004 - January 2006
Sprint PCS May 2002 - June 2004
Comverse Technology July 2001 - June 2002
Skills
Solution Architecture, Integration, High Availability, Pre-sales, Cluster, Websphere, Architecture, Infrastructure, Enterprise Architecture, ITIL, Unix, Disaster Recovery, Solaris, IT Strategy, System Deployment, Java Enterprise Edition, Storage, Enterprise Software, System Administration, LDAP, IT Service Management, SOA, SDLC, Data Center, Architectures, Security Architecture..., Infrastructure Security, Pre-sales Solution..., Storage Architecture, Fire eye Security..., Akamai Security, Cloud Architect, Cloud Computing, Virtualization
Education
IBM 2010 — 2015
Infrastructure System Architect.(ISA Sponsored by IBM), ISA, TOGAF, HP Storage Architect, EMC Architect, CISSP (in progress), Akamai Security Certified, A
New York University 2009 — 2013
PhD, IT Infrastructure Framework for eBusiness
Stevens Institute of Technology 1999 — 2001
Master’s Degree, Computer Science, A (3.2) GP
Harvard Business School 1999 — 1999
Certificates in Executive Summer program, Privatization, A
Harvard University 1999 — 1999
Executive programm for privatisation in developing countries, Banking and Financial Support Services
Philippine Christian University 1998 — 1999
Master’s Degree, Finance, General, A
Nadine Z. Genet Nadine Z. Genet's UBS AG Experience January 2007 - December 2014
Job Strategic Marketing/Advertising/Branding Leader
Industry Marketing and Advertising
Experience
UBS AG January 2007 - December 2014
UBS Global Wealth Managment & Business Banking 2005 - 2006
UBS Wealth Management US 2000 - 2004
Mercantile Bank Corporation 1997 - 1999
Citibank 1995 - 1997
Skills
Marketing Strategy, Strategy, Marketing Management, Advertising, Marketing, Brand Management, Integrated Marketing, Leadership, Strategic Planning, Management, Brand Strategy, Marketing Communications, Brand Awareness, Corporate Branding, Brand Architecture, Brand Development, Cross-functional Team..., Market Research, Online Advertising, Digital Strategy, Digital Media, Digital Marketing, Creative Direction, Business Strategy, Corporate Communications, Public Relations, Interactive Marketing, Search Optimization, Search Engine Marketing, Email Marketing, Segmentation, Mobile Marketing, Direct Marketing, Website Development, Client experience, User Experience, Strategic Partnerships, Consumer Marketing, Competitive Analysis, Analytics, Relationship Marketing, Market Planning, Customer Journey, Customer Insight, Sponsorship, Merger & Acquisition..., Employee Communications, Internal Communications, Financial Services, Retail Marketing
Education
Fordham Gabelli School of Business
Masters of Business Administration, Marketing
Northwestern University
Bachelor of Science, Journalism
Rutgers Business School
UBS AG January 2007 - December 2014
UBS Global Wealth Managment & Business Banking 2005 - 2006
UBS Wealth Management US 2000 - 2004
Mercantile Bank Corporation 1997 - 1999
Citibank 1995 - 1997
Skills
Marketing Strategy, Strategy, Marketing Management, Advertising, Marketing, Brand Management, Integrated Marketing, Leadership, Strategic Planning, Management, Brand Strategy, Marketing Communications, Brand Awareness, Corporate Branding, Brand Architecture, Brand Development, Cross-functional Team..., Market Research, Online Advertising, Digital Strategy, Digital Media, Digital Marketing, Creative Direction, Business Strategy, Corporate Communications, Public Relations, Interactive Marketing, Search Optimization, Search Engine Marketing, Email Marketing, Segmentation, Mobile Marketing, Direct Marketing, Website Development, Client experience, User Experience, Strategic Partnerships, Consumer Marketing, Competitive Analysis, Analytics, Relationship Marketing, Market Planning, Customer Journey, Customer Insight, Sponsorship, Merger & Acquisition..., Employee Communications, Internal Communications, Financial Services, Retail Marketing
Education
Fordham Gabelli School of Business
Masters of Business Administration, Marketing
Northwestern University
Bachelor of Science, Journalism
Rutgers Business School
Brendan P. Kearns Brendan P. Kearns's UBS AG Experience April 1998 - September 1999
Job Senior Treasury Analyst Global Treasury Operations
Industry Financial Services
Experience
ABB March 2013 - Present
Civil Air Patrol 2014 - 2015
Civil Air Patrol 2014 - 2015
Investors Title Company May 2012 - September 2012
Credit Suisse AG July 2007 - May 2012
Forbo Adhesives LLC June 2002 - July 2007
Reichhold Chemicals Inc. August 2001 - June 2002
Reichhold Chemicals Inc. January 2000 - August 2001
UBS AG April 1998 - September 1999
Chase Manhattan Bank August 1997 - April 1998
Skills
Financial Reporting, Corporate Finance, Accounting, Hyperion Enterprise, Forecasting, General Ledger, Finance, Investments, Derivatives, Banking, Due Diligence, Cash Flow, Financial Statements, Accounts Receivable, Equities, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Cash Management, Financial Accounting, Account Reconciliation, Treasury Management, Accounts Payable, Risk Management, SAP, Investment Banking, Cash Flow Forecasting, FX Options, Sales & Use Tax, State Tax, local tax, Lawson General Ledger, PeopleSoft Financial, Auditing, Mergers & Acquisitions, Analysis, Financial Modeling, Asset Management, Treasury, Process Improvement, Managerial Finance, Portfolio Management, Credit, Financial Risk, Budgets, Strategic Financial..., Payroll, Tax, Variance Analysis, Internal Audit
Education
Campbell University 1992 — 1994
MBA, Financial Management
State University College at Brockport 1985 — 1987
B.S, Business Administration; Accounting and Financial Management
Orange County Community College 1984 — 1985
AAS, Accounting
ABB March 2013 - Present
Civil Air Patrol 2014 - 2015
Civil Air Patrol 2014 - 2015
Investors Title Company May 2012 - September 2012
Credit Suisse AG July 2007 - May 2012
Forbo Adhesives LLC June 2002 - July 2007
Reichhold Chemicals Inc. August 2001 - June 2002
Reichhold Chemicals Inc. January 2000 - August 2001
UBS AG April 1998 - September 1999
Chase Manhattan Bank August 1997 - April 1998
Skills
Financial Reporting, Corporate Finance, Accounting, Hyperion Enterprise, Forecasting, General Ledger, Finance, Investments, Derivatives, Banking, Due Diligence, Cash Flow, Financial Statements, Accounts Receivable, Equities, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Cash Management, Financial Accounting, Account Reconciliation, Treasury Management, Accounts Payable, Risk Management, SAP, Investment Banking, Cash Flow Forecasting, FX Options, Sales & Use Tax, State Tax, local tax, Lawson General Ledger, PeopleSoft Financial, Auditing, Mergers & Acquisitions, Analysis, Financial Modeling, Asset Management, Treasury, Process Improvement, Managerial Finance, Portfolio Management, Credit, Financial Risk, Budgets, Strategic Financial..., Payroll, Tax, Variance Analysis, Internal Audit
Education
Campbell University 1992 — 1994
MBA, Financial Management
State University College at Brockport 1985 — 1987
B.S, Business Administration; Accounting and Financial Management
Orange County Community College 1984 — 1985
AAS, Accounting
Sawyer D. Duncan's UBS AG Experience January 2011 - May 2011
Job Associate, Mergers & Acquisitions, Capital Markets and Corporate Governance, at King & Spalding
Industry Law Practice
Experience
King & Spalding LLP August 2014 - Present
King & Spalding LLP May 2013 - July 2013
U.S. Securities & Exchange Commission January 2013 - May 2013
Maynard, Cooper & Gale, P.C. June 2012 - August 2012
Bradley Arant Boult Cummings LLP May 2012 - June 2012
GNI Capital, Inc. May 2011 - August 2011
UBS AG January 2011 - May 2011
Dunlop Sports Group Americas June 2009 - August 2009
Tennis Academy of the South May 2007 - August 2008
Education
University of Georgia School of Law 2011 — 2014
J.D.
Furman University 2007 — 2011
B.A.
Westminster 2002 — 2007
King & Spalding LLP August 2014 - Present
King & Spalding LLP May 2013 - July 2013
U.S. Securities & Exchange Commission January 2013 - May 2013
Maynard, Cooper & Gale, P.C. June 2012 - August 2012
Bradley Arant Boult Cummings LLP May 2012 - June 2012
GNI Capital, Inc. May 2011 - August 2011
UBS AG January 2011 - May 2011
Dunlop Sports Group Americas June 2009 - August 2009
Tennis Academy of the South May 2007 - August 2008
Education
University of Georgia School of Law 2011 — 2014
J.D.
Furman University 2007 — 2011
B.A.
Westminster 2002 — 2007
Linwan Ran's UBS AG Experience September 2011 - December 2011
Job Investment Banking Analyst at HSBC
Industry Financial Services
Experience
HSBC Global Banking and Markets November 2014 - Present
PwC October 2013 - October 2014
Hillview Capital Advisors, LLC May 2012 - August 2012
UBS AG September 2011 - December 2011
Citi June 2011 - July 2011
First Source Federal Credit Union July 2010 - August 2010
Skills
Stata, Mandarin, Chinese, Statistics, Data Analysis, Research, Tutoring, Economics, PowerPoint, Microsoft Excel, Analysis, Cantonese, Japanese, Final Cut Pro, Microsoft CRM, Teaching, Higher Education, Access, Public Speaking, Microsoft Word, Financial Modeling, Investments
Education
Hamilton College 2009 — 2013
Bachelor of Arts (BA), Economics
Yale University 2010 — 2010
Summer School, Economics
HSBC Global Banking and Markets November 2014 - Present
PwC October 2013 - October 2014
Hillview Capital Advisors, LLC May 2012 - August 2012
UBS AG September 2011 - December 2011
Citi June 2011 - July 2011
First Source Federal Credit Union July 2010 - August 2010
Skills
Stata, Mandarin, Chinese, Statistics, Data Analysis, Research, Tutoring, Economics, PowerPoint, Microsoft Excel, Analysis, Cantonese, Japanese, Final Cut Pro, Microsoft CRM, Teaching, Higher Education, Access, Public Speaking, Microsoft Word, Financial Modeling, Investments
Education
Hamilton College 2009 — 2013
Bachelor of Arts (BA), Economics
Yale University 2010 — 2010
Summer School, Economics
Loraine Edwalds's UBS AG Experience February 2008 - October 2011
Job IT Change Manager at AbbVie
Industry Information Technology and Services
Experience
AbbVie October 2013 - Present
Horizon Technology Partners April 2012 - July 2013
UBS AG February 2008 - October 2011
UBS Investment Bank May 2001 - February 2008
WynWyn.com April 2000 - December 2000
AAOS American Academy of Orthopaedic Surgeons May 1991 - April 2000
Skills
Process Management, Asset Management, User Acceptance Testing, Procurement, Project Coordination, Process Improvement, Risk Management, Business Process..., Analysis, Cross-functional Team..., Negotiation, Project Management, Program Management, Business Analysis, SAP, IT Management, Asset Managment, ITIL, Vendor Management, Outsourcing, Stakeholder Management, Change Management, Strategic Planning, Software Documentation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
MBA, Marketing
Beloit College 1975 — 1979
BA, English Composition
AbbVie October 2013 - Present
Horizon Technology Partners April 2012 - July 2013
UBS AG February 2008 - October 2011
UBS Investment Bank May 2001 - February 2008
WynWyn.com April 2000 - December 2000
AAOS American Academy of Orthopaedic Surgeons May 1991 - April 2000
Skills
Process Management, Asset Management, User Acceptance Testing, Procurement, Project Coordination, Process Improvement, Risk Management, Business Process..., Analysis, Cross-functional Team..., Negotiation, Project Management, Program Management, Business Analysis, SAP, IT Management, Asset Managment, ITIL, Vendor Management, Outsourcing, Stakeholder Management, Change Management, Strategic Planning, Software Documentation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
MBA, Marketing
Beloit College 1975 — 1979
BA, English Composition
Robert Arscott Robert Arscott's UBS AG Experience January 2006 - August 2010
Job Financial Services Professional
Industry Financial Services
Experience
Aerium Finance Ltd July 2011 - November 2012
UBS AG January 2006 - August 2010
Skills
Financial Modeling, Private Equity, Portfolio Management, Capital Markets
Education
University of Oxford - Said Business School 2010 — 2011
MBA
Concordia University Texas 2002 — 2005
BBA, Finance
Aerium Finance Ltd July 2011 - November 2012
UBS AG January 2006 - August 2010
Skills
Financial Modeling, Private Equity, Portfolio Management, Capital Markets
Education
University of Oxford - Said Business School 2010 — 2011
MBA
Concordia University Texas 2002 — 2005
BBA, Finance
Jorge Alejandro Rodriguez Jorge Alejandro Rodriguez's UBS AG Experience June 2007 - August 2007
Job Vice President at RBC
Industry Investment Management
Experience
RBC Wealth Management May 2014 - Present
RBC Wealth Management August 2012 - April 2014
RBC Wealth Management June 2012 - August 2012
UBS Financial Services Inc. February 2010 - June 2012
SWISS FINANCE SCHOOL OF BUSINESS (SWISS FINANCE ACADEMY) June 2009 - July 2009
FIGA September 2005 - December 2008
UBS AG June 2007 - August 2007
Momentum Worldwide May 2005 - July 2005
LAFISE (Latin-American Financial Services) June 2004 - July 2004
Skills
Equities, Alternative Investments, Fixed Income, Valuation, Investments, Strategic Financial..., Strategy, Hedge Funds, Bloomberg, Series 7, Asset Allocation, Wealth Management, Portfolio Management, Asset Management, Mutual Funds, Investment Strategies, Investment Management, Private Banking, Uniform Combined State..., Fund Of Funds, Investment Banking, Securities, Series 63, Investment Advisory, Trading, Emerging Markets, Capital Markets, Financial Markets, Finance
Education
University of Virginia 2006 — 2009
BA, Philosophy
Boston College 2004 — 2006
BSBA, Finance, Corporate Reporting & Analysis
St. Paul's School 2001 — 2004
RBC Wealth Management May 2014 - Present
RBC Wealth Management August 2012 - April 2014
RBC Wealth Management June 2012 - August 2012
UBS Financial Services Inc. February 2010 - June 2012
SWISS FINANCE SCHOOL OF BUSINESS (SWISS FINANCE ACADEMY) June 2009 - July 2009
FIGA September 2005 - December 2008
UBS AG June 2007 - August 2007
Momentum Worldwide May 2005 - July 2005
LAFISE (Latin-American Financial Services) June 2004 - July 2004
Skills
Equities, Alternative Investments, Fixed Income, Valuation, Investments, Strategic Financial..., Strategy, Hedge Funds, Bloomberg, Series 7, Asset Allocation, Wealth Management, Portfolio Management, Asset Management, Mutual Funds, Investment Strategies, Investment Management, Private Banking, Uniform Combined State..., Fund Of Funds, Investment Banking, Securities, Series 63, Investment Advisory, Trading, Emerging Markets, Capital Markets, Financial Markets, Finance
Education
University of Virginia 2006 — 2009
BA, Philosophy
Boston College 2004 — 2006
BSBA, Finance, Corporate Reporting & Analysis
St. Paul's School 2001 — 2004
Luis Pons Luis Pons's UBS AG Experience May 2007 - November 2008
Job Information Technology Professional
Industry Hospital & Health Care
Experience
NYU Langone Medical Center June 2012 - Present
Siboney USA September 2010 - April 2012
UBS November 2008 - September 2010
UBS-AG May 2007 - November 2008
CW 11 June 1995 - May 2007
Skills
Budgets, Program Management, Windows, Process Improvement, CRM, Finance, Active Directory, Change Management, Marketing, XP, Windows Server, Online Advertising
Education
City University of New York
St. Rose Of lima
NYU Langone Medical Center June 2012 - Present
Siboney USA September 2010 - April 2012
UBS November 2008 - September 2010
UBS-AG May 2007 - November 2008
CW 11 June 1995 - May 2007
Skills
Budgets, Program Management, Windows, Process Improvement, CRM, Finance, Active Directory, Change Management, Marketing, XP, Windows Server, Online Advertising
Education
City University of New York
St. Rose Of lima
Chenxi He's UBS AG Experience July 2012 - July 2012
Job MS Student at Temple University
Industry Financial Services
Experience
GUANGZHOU JIN JUN INVESTMENT HOLDING CO. Ltd, China May 2013 - July 2013
UBS AG July 2012 - July 2012
ICBC (Asia) June 2012 - July 2012
Skills
Financial Analysis, Risk Management, Bloomberg, Structured Finance, General Finance, Investment Strategies, Quantitative Finance, Financial Accounting, Big Data, Data Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Cantonese, Chinese, Finance
Education
Temple University 2013 — 2015
Master of Science (MS), Financial Analysis & Risk Management, 3.92
University of West Alabama 2011 — 2013
Bachelor's degree, Business Administration and Management, Finance, 3.9
Guangdong University of Finance 2009 — 2011
Bachelor of Economics, Economy, finance, 3.3
GUANGZHOU JIN JUN INVESTMENT HOLDING CO. Ltd, China May 2013 - July 2013
UBS AG July 2012 - July 2012
ICBC (Asia) June 2012 - July 2012
Skills
Financial Analysis, Risk Management, Bloomberg, Structured Finance, General Finance, Investment Strategies, Quantitative Finance, Financial Accounting, Big Data, Data Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Cantonese, Chinese, Finance
Education
Temple University 2013 — 2015
Master of Science (MS), Financial Analysis & Risk Management, 3.92
University of West Alabama 2011 — 2013
Bachelor's degree, Business Administration and Management, Finance, 3.9
Guangdong University of Finance 2009 — 2011
Bachelor of Economics, Economy, finance, 3.3
Emily Costarides Maples Emily Costarides Maples's UBS AG Experience September 2004 - June 2005
Job Associate at Womble Carlyle Sandridge & Rice LLP
Industry Law Practice
Experience
Womble Carlyle Sandridge & Rice LLP September 2008 - Present
Powell Goldstein LLP May 2007 - July 2007
UBS AG September 2004 - June 2005
Skills
Corporate Finance,...
Education
Emory University School of Law 2005 — 2008
Doctor of Law (JD)
Rhodes College 2000 — 2004
Bachelor of Arts (B.A.), Economics (First Major); International Studies (Second Major); Spanish (Minor)
Womble Carlyle Sandridge & Rice LLP September 2008 - Present
Powell Goldstein LLP May 2007 - July 2007
UBS AG September 2004 - June 2005
Skills
Corporate Finance,...
Education
Emory University School of Law 2005 — 2008
Doctor of Law (JD)
Rhodes College 2000 — 2004
Bachelor of Arts (B.A.), Economics (First Major); International Studies (Second Major); Spanish (Minor)
Rita (Margaret) Lucas Rita (Margaret) Lucas's UBS AG Experience February 2001 - March 2011
Job
Industry Financial Services
Experience
Carter's/OshKosh January 2013 - April 2013
Private Hedge Fund April 2011 - April 2012
UBS AG February 2001 - March 2011
Alcoa Howmet September 1999 - December 2000
Frontier Communications June 1998 - December 1999
Cadbury plc. June 1989 - May 1998
Skills
Event Planning, Organization, Executive..., Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Lotus Notes, Travel Planning, International..., Corporate Events, Matching, Spreadsheets, Personal Administration, Investor Relations, Corporate Communications, Banking, Financial Services, Internal Communications, Public Relations, Management, Marketing Communications, Press Releases, Leadership, Administrative..., Media Relations, Crisis Communications, Office Management, Investment Banking, Equities, Capital Markets, Fixed Income, Financial Modeling, Sales, Investments, Communications Planning, Strategy, Strategic Communications, Economics, Analysis, Risk Management
Education
Fairfield Continuing Education 2013 — 2013
Certificate, Excell 2010
Fairfield University 1999 — 2000
Business classes, Excel, Powerpoint
Woods Business Academy
Business, Business / Office Management
Carter's/OshKosh January 2013 - April 2013
Private Hedge Fund April 2011 - April 2012
UBS AG February 2001 - March 2011
Alcoa Howmet September 1999 - December 2000
Frontier Communications June 1998 - December 1999
Cadbury plc. June 1989 - May 1998
Skills
Event Planning, Organization, Executive..., Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Lotus Notes, Travel Planning, International..., Corporate Events, Matching, Spreadsheets, Personal Administration, Investor Relations, Corporate Communications, Banking, Financial Services, Internal Communications, Public Relations, Management, Marketing Communications, Press Releases, Leadership, Administrative..., Media Relations, Crisis Communications, Office Management, Investment Banking, Equities, Capital Markets, Fixed Income, Financial Modeling, Sales, Investments, Communications Planning, Strategy, Strategic Communications, Economics, Analysis, Risk Management
Education
Fairfield Continuing Education 2013 — 2013
Certificate, Excell 2010
Fairfield University 1999 — 2000
Business classes, Excel, Powerpoint
Woods Business Academy
Business, Business / Office Management
Andrew G.B. Heath's UBS AG Experience September 2011 - November 2013
Job Associate at Commerzbank AG
Industry Financial Services
Experience
Commerzbank AG September 2014 - Present
UBS Investment Bank December 2013 - September 2014
UBS AG September 2011 - November 2013
McMillan, Constabile, Maker & Perone, LLP December 2010 - November 2013
Law Offices of David P. Seaman March 2011 - September 2011
Law Offices of David P. Seaman October 2008 - May 2009
Banks Shapiro Gettinger & Waldinger, LLP May 2007 - July 2007
Skills
Information Barriers, Monitoring &..., Wills, Trusts, Non-profits, FINRA, Estate Law, Nonprofits, Estate Planning, Arbitration, Mediation, Commercial Litigation, Courts, Research
Education
Charleston School of Law 2005 — 2008
J.D.
College of Charleston 2000 — 2005
B.A., Philosophy, Music
Millbrook School 1996 — 2000
Rippowam Cisqua School 1988 — 1996
Commerzbank AG September 2014 - Present
UBS Investment Bank December 2013 - September 2014
UBS AG September 2011 - November 2013
McMillan, Constabile, Maker & Perone, LLP December 2010 - November 2013
Law Offices of David P. Seaman March 2011 - September 2011
Law Offices of David P. Seaman October 2008 - May 2009
Banks Shapiro Gettinger & Waldinger, LLP May 2007 - July 2007
Skills
Information Barriers, Monitoring &..., Wills, Trusts, Non-profits, FINRA, Estate Law, Nonprofits, Estate Planning, Arbitration, Mediation, Commercial Litigation, Courts, Research
Education
Charleston School of Law 2005 — 2008
J.D.
College of Charleston 2000 — 2005
B.A., Philosophy, Music
Millbrook School 1996 — 2000
Rippowam Cisqua School 1988 — 1996
Derek Albin, CPA Derek Albin, CPA's UBS AG Experience June 2011 - August 2011
Job Tax Associate at KPMG
Industry Accounting
Experience
KPMG LLP October 2013 - Present
Fordham University September 2011 - May 2013
KPMG LLP June 2012 - August 2012
UBS AG June 2011 - August 2011
WFUV September 2008 - June 2011
Joseph Moshkovsky, CPA September 2010 - May 2011
Skills
PowerPoint, Microsoft Office, Windows, Blogging, Mac, Microsoft Excel, Sabermetrics, Social Networking, Editing, Research, Public Speaking, Teamwork, Social Media, SAP, QuickBooks, Sports, Writing, Time Management, Accounting, Microsoft Word, GoSystems, CCH Research, Tax Preparation, Corporate Tax, Sage FAS
Education
Fordham University 2008 — 2013
Bachelor of Science, Public Accountancy
Northern Valley Regional High School at Old Tappan 2004 — 2008
KPMG LLP October 2013 - Present
Fordham University September 2011 - May 2013
KPMG LLP June 2012 - August 2012
UBS AG June 2011 - August 2011
WFUV September 2008 - June 2011
Joseph Moshkovsky, CPA September 2010 - May 2011
Skills
PowerPoint, Microsoft Office, Windows, Blogging, Mac, Microsoft Excel, Sabermetrics, Social Networking, Editing, Research, Public Speaking, Teamwork, Social Media, SAP, QuickBooks, Sports, Writing, Time Management, Accounting, Microsoft Word, GoSystems, CCH Research, Tax Preparation, Corporate Tax, Sage FAS
Education
Fordham University 2008 — 2013
Bachelor of Science, Public Accountancy
Northern Valley Regional High School at Old Tappan 2004 — 2008
Andrew Melnick's UBS AG Experience September 2007 - April 2009
Job Chief Litigation Counsel at RCS Capital
Industry Law Practice
Experience
RCS Capital Corporation June 2014 - Present
Schindler Cohen & Hochman LLP May 2009 - June 2014
UBS AG September 2007 - April 2009
UBS Financial Services January 1999 - August 2007
Kaye Scholer LLP 1989 - 1998
Skills
Litigation, Commercial Litigation, Securities, Securities Regulation, Bankruptcy, Arbitration, Courts, Strategy, Appeals, Insurance, Patents, Trials, Corporate Governance, Securities Litigation, Fraud, Internal Investigations, Hedge Funds, Dispute Resolution, Corporate Law, Business Litigation, Dispute, Legal Writing, Legal Research, Civil Litigation, Class Actions, Privacy Law, International Law
Education
Boston University School of Law 1986 — 1989
Doctor of Law (J.D.)
Hamilton College 1981 — 1985
BA, History
RCS Capital Corporation June 2014 - Present
Schindler Cohen & Hochman LLP May 2009 - June 2014
UBS AG September 2007 - April 2009
UBS Financial Services January 1999 - August 2007
Kaye Scholer LLP 1989 - 1998
Skills
Litigation, Commercial Litigation, Securities, Securities Regulation, Bankruptcy, Arbitration, Courts, Strategy, Appeals, Insurance, Patents, Trials, Corporate Governance, Securities Litigation, Fraud, Internal Investigations, Hedge Funds, Dispute Resolution, Corporate Law, Business Litigation, Dispute, Legal Writing, Legal Research, Civil Litigation, Class Actions, Privacy Law, International Law
Education
Boston University School of Law 1986 — 1989
Doctor of Law (J.D.)
Hamilton College 1981 — 1985
BA, History
Karen R. Kowalski Karen R. Kowalski's UBS AG Experience August 2013 - Present
Job Executive Director and Counsel at UBS AG
Industry Law Practice
Experience
UBS AG August 2013 - Present
King & Spalding LLP 2001 - August 2013
Skills
Arbitration
Education
St. John's University School of Law 1998 — 2001
JD
Gonzaga University 1993 — 1997
BA
UBS AG August 2013 - Present
King & Spalding LLP 2001 - August 2013
Skills
Arbitration
Education
St. John's University School of Law 1998 — 2001
JD
Gonzaga University 1993 — 1997
BA
Helene Reda Helene Reda's UBS AG Experience August 1993 - February 2008
Job •Chief Administrative Officer / Business Manager
Industry Financial Services
Experience
Eleven Canterbury, LLC April 2011 - Present
Red Raven Boutique October 2007 - Present
UBS AG August 1993 - February 2008
ABN AMRO January 1989 - August 1993
JPMorgan Chase 1980 - 1988
Skills
SOX, Process Engineering, Customer Relations, Audit, Team Building, Project Management, Human Resources, Auditing, Sarbanes-Oxley Act, Leadership, Hedge Funds, Management, Fixed Income, Banking, Strategy, Analysis, Financial Services, Investment Banking, Capital Markets, Customer Service, Risk Management, FX Options, Derivatives, Financial Markets, Change Management, Process Improvement, Executive Management, Training, Forecasting, Portfolio Management, Finance, Mergers & Acquisitions
Education
Colorado Technical University 2013 — 2014
Master's Degree, Master of Science in Management - Homeland Security, 4.0
Pace University - Lubin School of Business
MBA in progress, Finance / Management Information Systems
Niagara University 1979 — 1983
BA, Political Science
American Institute of Banking
Certificate in Banking, Banking
Colorado Technical University 2014 — 2017
Doctor of Management - Homeland Security, 4.0
Eleven Canterbury, LLC April 2011 - Present
Red Raven Boutique October 2007 - Present
UBS AG August 1993 - February 2008
ABN AMRO January 1989 - August 1993
JPMorgan Chase 1980 - 1988
Skills
SOX, Process Engineering, Customer Relations, Audit, Team Building, Project Management, Human Resources, Auditing, Sarbanes-Oxley Act, Leadership, Hedge Funds, Management, Fixed Income, Banking, Strategy, Analysis, Financial Services, Investment Banking, Capital Markets, Customer Service, Risk Management, FX Options, Derivatives, Financial Markets, Change Management, Process Improvement, Executive Management, Training, Forecasting, Portfolio Management, Finance, Mergers & Acquisitions
Education
Colorado Technical University 2013 — 2014
Master's Degree, Master of Science in Management - Homeland Security, 4.0
Pace University - Lubin School of Business
MBA in progress, Finance / Management Information Systems
Niagara University 1979 — 1983
BA, Political Science
American Institute of Banking
Certificate in Banking, Banking
Colorado Technical University 2014 — 2017
Doctor of Management - Homeland Security, 4.0
Demetrios Bouras's UBS AG Experience October 2007 - July 2012
Job Accounting Policy VP at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase August 2012 - Present
UBS AG October 2007 - July 2012
KPMG September 2001 - October 2007
Skills
Accounting, Auditing, CPA, Capital Markets, Corporate Finance, Derivatives, Financial Analysis, Financial Reporting, Internal Controls, Investment Banking, SEC filings, Sarbanes-Oxley Act, US GAAP
Education
Fordham University 1998 — 2001
Bachelors, Accounting
JPMorgan Chase August 2012 - Present
UBS AG October 2007 - July 2012
KPMG September 2001 - October 2007
Skills
Accounting, Auditing, CPA, Capital Markets, Corporate Finance, Derivatives, Financial Analysis, Financial Reporting, Internal Controls, Investment Banking, SEC filings, Sarbanes-Oxley Act, US GAAP
Education
Fordham University 1998 — 2001
Bachelors, Accounting
Eric Kristoff's UBS AG Experience August 1996 - November 2012
Job Sr. Mgr – Enterprise Field Development, Americas at Equinix
Industry Information Technology and Services
Experience
Equinix July 2015 - Present
rVue April 2013 - May 2015
Highland Wyre, LLC January 2013 - December 2014
Open Data Center Alliance March 2012 - April 2013
Open Data Center Alliance March 2012 - November 2012
UBS AG August 1996 - November 2012
Open Data Center Alliance September 2011 - March 2012
Motorola January 1996 - August 1996
ACG/Avenew June 1993 - December 1995
Micro-Repair, Inc. June 1991 - June 1993
Skills
Cloud Computing, Program Management, IT Strategy, High Performance..., Project Management, Grid Computing, Vendor Management, Contract Negotiation, Collaboration Tools, Knowledge Management, Virtual Teams, Innovation Management, Applied Research, Technology Evaluation, Mentoring, Enterprise Architecture, Emerging Technologies, SDLC, Software Development, Software Project..., Solution Architecture, PMP, ITIL, Unix, IT Management, Disaster Recovery, IT Operations, Enterprise Software, Distributed Systems, Architecture, Cross-functional Team..., Start-ups, E-commerce, Databases, Leadership, Infrastructure, Governance, Consulting, Information Technology, Agile Project Management, Networking, VMware, SaaS, System Architecture, Big Data, IT Outsourcing, Servers, SOA, Technical Architecture, Architectures
Education
University of Illinois at Chicago 1988 — 1993
Computer Science & Engineering
Massachusetts Institute of Technology 2006 — 2006
Certificate, Promoting Innovation
Governors State University
Interdisciplinary Studies
North Park University
Wm. Fremd
Equinix July 2015 - Present
rVue April 2013 - May 2015
Highland Wyre, LLC January 2013 - December 2014
Open Data Center Alliance March 2012 - April 2013
Open Data Center Alliance March 2012 - November 2012
UBS AG August 1996 - November 2012
Open Data Center Alliance September 2011 - March 2012
Motorola January 1996 - August 1996
ACG/Avenew June 1993 - December 1995
Micro-Repair, Inc. June 1991 - June 1993
Skills
Cloud Computing, Program Management, IT Strategy, High Performance..., Project Management, Grid Computing, Vendor Management, Contract Negotiation, Collaboration Tools, Knowledge Management, Virtual Teams, Innovation Management, Applied Research, Technology Evaluation, Mentoring, Enterprise Architecture, Emerging Technologies, SDLC, Software Development, Software Project..., Solution Architecture, PMP, ITIL, Unix, IT Management, Disaster Recovery, IT Operations, Enterprise Software, Distributed Systems, Architecture, Cross-functional Team..., Start-ups, E-commerce, Databases, Leadership, Infrastructure, Governance, Consulting, Information Technology, Agile Project Management, Networking, VMware, SaaS, System Architecture, Big Data, IT Outsourcing, Servers, SOA, Technical Architecture, Architectures
Education
University of Illinois at Chicago 1988 — 1993
Computer Science & Engineering
Massachusetts Institute of Technology 2006 — 2006
Certificate, Promoting Innovation
Governors State University
Interdisciplinary Studies
North Park University
Wm. Fremd
Gregg Cooke's UBS AG Experience October 2000 - November 2012
Job technical cofounder at Prana Diabetes Inc.
Industry Information Technology and Services
Experience
UBS May 2014 - Present
Prana Diabetes February 2014 - Present
Technomath, LLC January 2013 - Present
Foodlander January 2014 - July 2014
SynerScope B.V. February 2013 - July 2013
Calxeda, Inc. December 2012 - April 2013
UBS AG October 2000 - November 2012
Tera Research 1994 - 2000
FYIOnline 1992 - 1994
Interferometrics 1990 - 1992
Skills
JavaScript, Social Entrepreneurship, Start-ups, Diabetes Management, Incubators, IT Strategy, Technology Evaluation, Cloud Applications, Linux, Meteor, MongoDB, Unix, Healthcare Information..., Shell Scripting, Databases, Enterprise Architecture, Vendor Relationships, Grid Computing, Distributed Systems, High Performance..., Analytics, Enterprise Software, Algorithms, Low Latency, Multithreading, C, Java, SQL, Sybase, PostgreSQL, Monte Carlo Simulation, Financial Mathematics, Quantitative Finance, System Architecture, Testing
Education
University of Chicago 2009 — 2012
Master of Science, Financial Mathematics
Frostburg State University 1983 — 1987
BS, Mathematics
Gwynn Park HS 1978 — 1982
UBS May 2014 - Present
Prana Diabetes February 2014 - Present
Technomath, LLC January 2013 - Present
Foodlander January 2014 - July 2014
SynerScope B.V. February 2013 - July 2013
Calxeda, Inc. December 2012 - April 2013
UBS AG October 2000 - November 2012
Tera Research 1994 - 2000
FYIOnline 1992 - 1994
Interferometrics 1990 - 1992
Skills
JavaScript, Social Entrepreneurship, Start-ups, Diabetes Management, Incubators, IT Strategy, Technology Evaluation, Cloud Applications, Linux, Meteor, MongoDB, Unix, Healthcare Information..., Shell Scripting, Databases, Enterprise Architecture, Vendor Relationships, Grid Computing, Distributed Systems, High Performance..., Analytics, Enterprise Software, Algorithms, Low Latency, Multithreading, C, Java, SQL, Sybase, PostgreSQL, Monte Carlo Simulation, Financial Mathematics, Quantitative Finance, System Architecture, Testing
Education
University of Chicago 2009 — 2012
Master of Science, Financial Mathematics
Frostburg State University 1983 — 1987
BS, Mathematics
Gwynn Park HS 1978 — 1982
Timothy Dietrich, EA's UBS AG Experience October 2009 - June 2014
Job
Industry Financial Services
Experience
Sage Creek Accounting, Tax & Advisory June 2014 - Present
UBS AG October 2009 - June 2014
UBS AG September 2007 - October 2009
Houlihan Smith & Company, Inc. January 2007 - August 2007
NTT Data / The Revere Group January 2005 - January 2007
Diam International November 2001 - January 2005
KPE August 2001 - November 2002
WebMD September 1999 - August 2000
Prism Network May 1998 - September 1999
VectorVest, Inc 1997 - 1998
Skills
SQL, Microsoft Excel, Java, C#, R, Matlab, Trading Strategies, Time Series Analysis, Data Mining, Artificial Neural..., Data Modeling, Strategic Negotiations, Financial & Operational..., Business Case Modelling, Equity Research Analysis, Valuation Modeling, Banking Products, Banking, Strategy, Process Improvement, Fixed Income, Software Development, Trading Systems, Financial Modeling, Equities, Derivatives, Finance, Bloomberg, Capital Markets, Investment Banking, Start-ups
Education
DePaul University 2012 — 2017
Doctor of Philosophy (PhD), Computer Science (Artificial Intelligence, Neural Networks, Multi-Layered Optimization)
Northwestern University 2006 — 2011
BS, Economics & Psychology
Columbia Business School 2003 — 2005
MBA, Finance
London Business School 2003 — 2005
MBA, Finance
Manhattan College 2001 — 2003
MS, Computer Engineering
State University of New York College at Geneseo 1993 — 1997
BA, Physics, Minor, Math
Canisius High School 1989 — 1993
Sage Creek Accounting, Tax & Advisory June 2014 - Present
UBS AG October 2009 - June 2014
UBS AG September 2007 - October 2009
Houlihan Smith & Company, Inc. January 2007 - August 2007
NTT Data / The Revere Group January 2005 - January 2007
Diam International November 2001 - January 2005
KPE August 2001 - November 2002
WebMD September 1999 - August 2000
Prism Network May 1998 - September 1999
VectorVest, Inc 1997 - 1998
Skills
SQL, Microsoft Excel, Java, C#, R, Matlab, Trading Strategies, Time Series Analysis, Data Mining, Artificial Neural..., Data Modeling, Strategic Negotiations, Financial & Operational..., Business Case Modelling, Equity Research Analysis, Valuation Modeling, Banking Products, Banking, Strategy, Process Improvement, Fixed Income, Software Development, Trading Systems, Financial Modeling, Equities, Derivatives, Finance, Bloomberg, Capital Markets, Investment Banking, Start-ups
Education
DePaul University 2012 — 2017
Doctor of Philosophy (PhD), Computer Science (Artificial Intelligence, Neural Networks, Multi-Layered Optimization)
Northwestern University 2006 — 2011
BS, Economics & Psychology
Columbia Business School 2003 — 2005
MBA, Finance
London Business School 2003 — 2005
MBA, Finance
Manhattan College 2001 — 2003
MS, Computer Engineering
State University of New York College at Geneseo 1993 — 1997
BA, Physics, Minor, Math
Canisius High School 1989 — 1993
Stephanie Arkin's UBS AG Experience 2008 - April 2014
Job
Industry Legal Services
Experience
Chain IQ Group AG May 2014 - Present
UBS AG 2008 - April 2014
State of Illinois August 2003 - 2008
City of Chicago -Department of Law 1993 - 2003
City of Chicago, Department of Environment 1992 - 1993
University of Illinois 1990 - 1992
Skills
Strategic Planning, Program Management, Budgets, Change Management, Strategy, Policy Analysis, Contract Negotiation, Outsourcing, Government, Vendor Management, Policy, Financial Reporting, Financial Analysis, Contract Management, IT Outsourcing, E-procurement, Strategic Sourcing, Spend Management, Global Client Management
Education
The University of Chicago - Booth School of Business 1998 — 2001
MBA
Duke University 1983 — 1985
Master of Arts (MA), Public Policy Analysis
University of Pennsylvania 1979 — 1983
Bachelor of Arts (BA), English, Political Science
Chain IQ Group AG May 2014 - Present
UBS AG 2008 - April 2014
State of Illinois August 2003 - 2008
City of Chicago -Department of Law 1993 - 2003
City of Chicago, Department of Environment 1992 - 1993
University of Illinois 1990 - 1992
Skills
Strategic Planning, Program Management, Budgets, Change Management, Strategy, Policy Analysis, Contract Negotiation, Outsourcing, Government, Vendor Management, Policy, Financial Reporting, Financial Analysis, Contract Management, IT Outsourcing, E-procurement, Strategic Sourcing, Spend Management, Global Client Management
Education
The University of Chicago - Booth School of Business 1998 — 2001
MBA
Duke University 1983 — 1985
Master of Arts (MA), Public Policy Analysis
University of Pennsylvania 1979 — 1983
Bachelor of Arts (BA), English, Political Science
Sivashanmugham(Siva) Kandaswamy Arumugham's UBS AG Experience August 2001 - June 2007
Job Healthcare Applications Interoperability Specialist
Industry Hospital & Health Care
Experience
Verizon July 2010 - September 2015
WebRecycles Inc August 2008 - July 2010
eLuminData Inc June 2007 - July 2008
UBS AG August 2001 - June 2007
Webexpedia March 2001 - August 2001
Allied Informatics May 1999 - February 2001
Mercedes-Benz (Daimler-Benz) Research & Development India Pvt Ltd December 1996 - February 1999
Bharath Electronics Limited August 1995 - August 1996
Skills
HL7 CDA..., HL7, Spring, Hibernate, SQL, SOA, XML, JMS, Flex, RIA, BlazeDS, Agile Methodologies, Java Enterprise Edition, Architecture, .NET, Software Engineering, Agile Project Management, Enterprise Architecture, XSLT, Java, UML, JavaScript, C#, Software Development, JDBC, Oracle, HTML5, jQuery Mobile, MongoDB, JSP, REST, Weblogic, Scrum, Maven, SDLC, Unix, HTML 5, Architectures, Solution Architecture, Software Project..., HIPAA, Data Privacy, PL/SQL, Object Oriented Design, Testing, Web Applications, Web Services, AJAX, Spring Framework
Education
Bharathiar University 1991 — 1995
BE
Institute of Road and Transport Technology 1991 — 1995
BE
South India Viscose Matriculation Higher Secondary School 1989 — 1991
Thambu High School 1979 — 1989
Verizon July 2010 - September 2015
WebRecycles Inc August 2008 - July 2010
eLuminData Inc June 2007 - July 2008
UBS AG August 2001 - June 2007
Webexpedia March 2001 - August 2001
Allied Informatics May 1999 - February 2001
Mercedes-Benz (Daimler-Benz) Research & Development India Pvt Ltd December 1996 - February 1999
Bharath Electronics Limited August 1995 - August 1996
Skills
HL7 CDA..., HL7, Spring, Hibernate, SQL, SOA, XML, JMS, Flex, RIA, BlazeDS, Agile Methodologies, Java Enterprise Edition, Architecture, .NET, Software Engineering, Agile Project Management, Enterprise Architecture, XSLT, Java, UML, JavaScript, C#, Software Development, JDBC, Oracle, HTML5, jQuery Mobile, MongoDB, JSP, REST, Weblogic, Scrum, Maven, SDLC, Unix, HTML 5, Architectures, Solution Architecture, Software Project..., HIPAA, Data Privacy, PL/SQL, Object Oriented Design, Testing, Web Applications, Web Services, AJAX, Spring Framework
Education
Bharathiar University 1991 — 1995
BE
Institute of Road and Transport Technology 1991 — 1995
BE
South India Viscose Matriculation Higher Secondary School 1989 — 1991
Thambu High School 1979 — 1989
Kostyantyn Boryshpol's UBS AG Experience October 2004 - July 2009
Job Vice President, Programmer Professional Markets at Bank of America
Industry Banking
Experience
Bank of America December 2012 - Present
Citigroup January 2011 - December 2012
Citigroup July 2009 - January 2011
UBS AG October 2004 - July 2009
ABB February 2002 - October 2004
Enron Corp January 2000 - December 2001
Skills
SOA, .NET, Software Development, WCF, C#, Microsoft SQL Server, Oracle, WPF, LINQ, PL/SQL, SQL, Databases, Trading Systems, SDLC, XML, Architecture, Derivatives, Web Services, Equities, Agile Methodologies, Database Design, SSIS, Solution Architecture, Trading, Application Development, T-SQL, OOP, Visual Studio, Commodity, SSRS, TPL, MEF, SQL Server, WinForms, Silverlight, EMS, Equity Trading, Openlink, Entity Framework, TDD, Extreme Programming, VSTO, Data Modeling, Design Patterns, Software Design, Performance Tuning, Commodity Markets, Multithreading, Reactive Extensions
Education
State Research Institute of Building Structures, Kiev 1991 — 1994
Ph.D., Structural Engineering
Donbas'ka Deržavna Akademija Budivnictva i Arhitekturi 1981 — 1986
MS, Structural Engineering
Bank of America December 2012 - Present
Citigroup January 2011 - December 2012
Citigroup July 2009 - January 2011
UBS AG October 2004 - July 2009
ABB February 2002 - October 2004
Enron Corp January 2000 - December 2001
Skills
SOA, .NET, Software Development, WCF, C#, Microsoft SQL Server, Oracle, WPF, LINQ, PL/SQL, SQL, Databases, Trading Systems, SDLC, XML, Architecture, Derivatives, Web Services, Equities, Agile Methodologies, Database Design, SSIS, Solution Architecture, Trading, Application Development, T-SQL, OOP, Visual Studio, Commodity, SSRS, TPL, MEF, SQL Server, WinForms, Silverlight, EMS, Equity Trading, Openlink, Entity Framework, TDD, Extreme Programming, VSTO, Data Modeling, Design Patterns, Software Design, Performance Tuning, Commodity Markets, Multithreading, Reactive Extensions
Education
State Research Institute of Building Structures, Kiev 1991 — 1994
Ph.D., Structural Engineering
Donbas'ka Deržavna Akademija Budivnictva i Arhitekturi 1981 — 1986
MS, Structural Engineering
Triantafyllos Alexiou's UBS AG Experience September 2006 - October 2010
Job
Industry Financial Services
Experience
Millennium Partners April 2013 - Present
Citi October 2010 - April 2013
UBS AG September 2006 - October 2010
Goldman Sachs January 2004 - September 2006
Lucent Technologies February 2001 - July 2003
MOTOROLA Network Solutions Sector February 2000 - February 2001
FIBRAN SA October 1996 - September 1998
Skills
Trading Systems, SDLC, Distributed Systems, Derivatives, Low Latency, Unix, Enterprise Architecture, Architecture, Integration, Architectures, Perl, Sybase, Market Data, SQL, Electronic Trading, Agile Methodologies
Education
Columbia University in the City of New York 1998 — 2000
MSc
Aristotle University of Thessaloniki Greece 1989 — 1994
Diploma in Electrical Engineering
Millennium Partners April 2013 - Present
Citi October 2010 - April 2013
UBS AG September 2006 - October 2010
Goldman Sachs January 2004 - September 2006
Lucent Technologies February 2001 - July 2003
MOTOROLA Network Solutions Sector February 2000 - February 2001
FIBRAN SA October 1996 - September 1998
Skills
Trading Systems, SDLC, Distributed Systems, Derivatives, Low Latency, Unix, Enterprise Architecture, Architecture, Integration, Architectures, Perl, Sybase, Market Data, SQL, Electronic Trading, Agile Methodologies
Education
Columbia University in the City of New York 1998 — 2000
MSc
Aristotle University of Thessaloniki Greece 1989 — 1994
Diploma in Electrical Engineering
John Shafaee's UBS AG Experience August 2007 - Present
Job Manager of Software Development, Senior Software Architect in Enterprise, Distributed and Parallel Applications
Industry Computer Software
Experience
UBS AG August 2007 - Present
UBS Investment Bank 2006 - Present
Medtelligent Inc. 2010 - 2013
Hostway Corp. 2004 - July 2007
Hostway Corp. 2002 - 2004
Hostway Corp. 1999 - 2002
Education
DePaul University 2006 — 2008
MS, Software Engineering with focus on Distributed Computing
Loyola University Chicago 1995 — 1999
UBS AG August 2007 - Present
UBS Investment Bank 2006 - Present
Medtelligent Inc. 2010 - 2013
Hostway Corp. 2004 - July 2007
Hostway Corp. 2002 - 2004
Hostway Corp. 1999 - 2002
Education
DePaul University 2006 — 2008
MS, Software Engineering with focus on Distributed Computing
Loyola University Chicago 1995 — 1999
Karen Yen's UBS AG Experience May 2006 - Present
Job
Industry Financial Services
Experience
UBS AG May 2006 - Present
Skills
Litigation, Capital Markets, Corporate Governance, Commercial Litigation, Securities Regulation, Securities, Corporate Law, Legal Research, Civil Litigation, Corporate Finance, Equities, Investment Banking, Derivatives
Education
Georgetown University Law Center 1999 — 2002
JD
Dartmouth College 1995 — 1999
BA
UBS AG May 2006 - Present
Skills
Litigation, Capital Markets, Corporate Governance, Commercial Litigation, Securities Regulation, Securities, Corporate Law, Legal Research, Civil Litigation, Corporate Finance, Equities, Investment Banking, Derivatives
Education
Georgetown University Law Center 1999 — 2002
JD
Dartmouth College 1995 — 1999
BA
Margaret McLaughlin's UBS AG Experience January 1999 - October 2010
Job Managing Director, Quality Assurance at GE Capital
Industry Financial Services
Experience
GE Capital October 2014 - Present
UBS October 2010 - June 2014
UBS AG January 1999 - October 2010
Skills
Investment Banking, Capital Markets, Fixed Income, Operational Risk..., Risk Management, Operational Risk, Equities, Derivatives, Hedge Funds, Internal Audit, Quality Assurance
Education
Fairfield University 1985 — 1989
Bachelor's Degree, Accounting
Fordham University
Master of Business Administration (M.B.A.), Finance, General
GE Capital October 2014 - Present
UBS October 2010 - June 2014
UBS AG January 1999 - October 2010
Skills
Investment Banking, Capital Markets, Fixed Income, Operational Risk..., Risk Management, Operational Risk, Equities, Derivatives, Hedge Funds, Internal Audit, Quality Assurance
Education
Fairfield University 1985 — 1989
Bachelor's Degree, Accounting
Fordham University
Master of Business Administration (M.B.A.), Finance, General
Kerry Watterson's UBS AG Experience September 2002 - Present
Job Account Vice President at UBS AG
Industry Financial Services
Experience
UBS AG September 2002 - Present
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance
US Coast Guard Academy 1974 — 1978
BS, Management
UBS AG September 2002 - Present
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance
US Coast Guard Academy 1974 — 1978
BS, Management
Hien Huynh's UBS AG Experience January 1997 - October 1998
Job Director of Application Development at First American
Industry Computer Software
Experience
First American - Data Trace October 1998 - Present
UBS AG January 1997 - October 1998
Skills
Crystal Reports, Agile Methodologies, Training, Java, C#, SharePoint, MySQL, Software Development, Scrum, Web Services, XSLT, Software Project..., Business Analysis, Software Documentation, Microsoft SQL Server, Process Improvement, Visual Studio, Project Management, SDLC, C++, Databases, XML, Requirements Analysis, Visio
Education
University of Iowa 1994 — 1996
Master's Degree, Information Systems
Truòng Dai hoc Kinh Tê Thanh Pho Hô Chí Minh 1988 — 1993
B.A., Information Systems
First American - Data Trace October 1998 - Present
UBS AG January 1997 - October 1998
Skills
Crystal Reports, Agile Methodologies, Training, Java, C#, SharePoint, MySQL, Software Development, Scrum, Web Services, XSLT, Software Project..., Business Analysis, Software Documentation, Microsoft SQL Server, Process Improvement, Visual Studio, Project Management, SDLC, C++, Databases, XML, Requirements Analysis, Visio
Education
University of Iowa 1994 — 1996
Master's Degree, Information Systems
Truòng Dai hoc Kinh Tê Thanh Pho Hô Chí Minh 1988 — 1993
B.A., Information Systems
Oren Saliman's UBS AG Experience August 2007 - Present
Job Associate at JP Morgan
Industry Investment Banking
Experience
UBS AG August 2007 - Present
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
UBS AG August 2007 - Present
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
Mark Usiak's UBS AG Experience December 2005 - December 2007
Job Experienced Financial Information Services Executive
Industry Financial Services
Experience
Thomson Reuters 2008 - January 2011
UBS AG December 2005 - December 2007
University of Houston, C.T. Bauer College of Business 2002 - 2004
AIM/Invesco October 1998 - December 2001
Swiss Bank/Perot Systems Corporation 1996 - 1998
South American Financial Information News Agency 1994 - 1996
Chicago Board of Trade 1986 - 1994
Skills
Finance, Business Development, Technology Management, Operations Management, P&L Management, Startup Development, Turnaround Initiatives, Growth Management, Strategic Planning, Tactical Execution, Talent Acquisition and..., Financial Services, Market Data, Risk Management, Regulatory Compliance, Negotiation, Communication, Cost Control, Global Business..., Relationship Management, Merger and Acquisition..., Trading Systems, Capital Markets, Leadership, Electronic Trading, Equities, Derivatives, Hedge Funds, Financial Markets, Fixed Income
Education
Loyola University Chicago 1988 — 1991
MBA, Finance
Bradley University 1984 — 1986
Bachelor of Arts (B.A.), Accounting
Thomson Reuters 2008 - January 2011
UBS AG December 2005 - December 2007
University of Houston, C.T. Bauer College of Business 2002 - 2004
AIM/Invesco October 1998 - December 2001
Swiss Bank/Perot Systems Corporation 1996 - 1998
South American Financial Information News Agency 1994 - 1996
Chicago Board of Trade 1986 - 1994
Skills
Finance, Business Development, Technology Management, Operations Management, P&L Management, Startup Development, Turnaround Initiatives, Growth Management, Strategic Planning, Tactical Execution, Talent Acquisition and..., Financial Services, Market Data, Risk Management, Regulatory Compliance, Negotiation, Communication, Cost Control, Global Business..., Relationship Management, Merger and Acquisition..., Trading Systems, Capital Markets, Leadership, Electronic Trading, Equities, Derivatives, Hedge Funds, Financial Markets, Fixed Income
Education
Loyola University Chicago 1988 — 1991
MBA, Finance
Bradley University 1984 — 1986
Bachelor of Arts (B.A.), Accounting
Igal Katz's UBS AG Experience August 2012 - Present
Job Director and Counsel at UBS AG
Industry Law Practice
Experience
UBS AG August 2012 - Present
Richards Kibbe & Orbe LLP February 2005 - August 2012
Davis Polk & Wardwell LLP September 2001 - January 2005
Skills
Derivatives, Securities, Securities Regulation, Equity Derivatives, Hedge Funds, Investment Banking, Banking, Capital Markets, Corporate Governance, Private Equity, Corporate Law, Trading, Structured Finance, Securitization, ISDA
Education
New York University School of Law
JD
Cleveland State University
BBA
UBS AG August 2012 - Present
Richards Kibbe & Orbe LLP February 2005 - August 2012
Davis Polk & Wardwell LLP September 2001 - January 2005
Skills
Derivatives, Securities, Securities Regulation, Equity Derivatives, Hedge Funds, Investment Banking, Banking, Capital Markets, Corporate Governance, Private Equity, Corporate Law, Trading, Structured Finance, Securitization, ISDA
Education
New York University School of Law
JD
Cleveland State University
BBA
Eric Bertelson's UBS AG Experience 2008 - 2010
Job UBS Director, Outsourcing and Offshoring
Industry Investment Banking
Experience
UBS Investment Bank September 2007 - Present
UBS AG 2008 - 2010
UBS AG 2008 - 2010
Cap Gemini Ernst & Young 2000 - 2005
Education
Cornell University 1996 — 2000
UBS Investment Bank September 2007 - Present
UBS AG 2008 - 2010
UBS AG 2008 - 2010
Cap Gemini Ernst & Young 2000 - 2005
Education
Cornell University 1996 — 2000
Chris Gomes's UBS AG Experience April 2015 - Present
Job Change Manager & Team Leader, Group Finance at UBS AG
Industry Financial Services
Experience
UBS AG April 2015 - Present
UBS AG October 2013 - Present
UBS November 2012 - October 2013
UBS AG January 2011 - November 2012
UBS Investment Bank November 2008 - January 2011
UBS AG January 2005 - January 2009
UBS AG 2005 - 2006
JPMorgan Chase Bank 2001 - 2005
Skills
Capital Markets, High Yield, Loans, Credit, Trading, Operations, Operations Management, Client Service, Process Development, Investment Banking, Team Leadership, Distressed Debt, Chapter 11, Syndications, Leveraged Finance, Fixed Income, Financial Services, Client Services
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Corporate Finance, Finance
Fordham University 2001 — 2002
MA, Economics
UBS AG April 2015 - Present
UBS AG October 2013 - Present
UBS November 2012 - October 2013
UBS AG January 2011 - November 2012
UBS Investment Bank November 2008 - January 2011
UBS AG January 2005 - January 2009
UBS AG 2005 - 2006
JPMorgan Chase Bank 2001 - 2005
Skills
Capital Markets, High Yield, Loans, Credit, Trading, Operations, Operations Management, Client Service, Process Development, Investment Banking, Team Leadership, Distressed Debt, Chapter 11, Syndications, Leveraged Finance, Fixed Income, Financial Services, Client Services
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Corporate Finance, Finance
Fordham University 2001 — 2002
MA, Economics
Raul G. Acosta, CPA's UBS AG Experience January 2006 - November 2011
Job Senior Tax Executive at Rödl & Partner
Industry Accounting
Experience
Rödl & Partner - Rödl Langford de Kock LLP CPAs, Wirtschaftsprüfer, Steuerber September 2013 - Present
BlackRock June 2012 - October 2012
UBS AG January 2006 - November 2011
Ernst & Young LLP January 2001 - January 2006
Grant Thornton LLP 1998 - 2001
Deloitte January 1996 - July 1998
Merrill Lynch & Co January 1992 - January 1996
The Dreyfus Corporation (Mellon Bank) August 1986 - January 1992
Skills
Tax, Hedge Funds, Investments, Banking, Accounting, Corporate Tax, Due Diligence, Tax Accounting, Income Tax, Internal Controls, Financial Reporting, Financial Analysis, Mutual Funds, Strategic Financial..., Tax Research, Financial Accounting, International Tax, Financial Services, Finance, Auditing, IFRS, Private Equity, Corporate Finance, CPA, Tax Advisory, US GAAP, SEC filings, Sarbanes-Oxley Act, GAAP, Mergers & Acquisitions, Internal Audit, Transfer Pricing, Tax Law, Valuation, Financial Modeling, Tax Preparation, Restructuring, Business Valuation, Financial Statements, Consolidation, Big 4, External Audit, Sarbanes-Oxley
Education
Baruch College, City University of New York (CUNY) 1991 — 1993
Masters of Science, Taxation
LIU Brooklyn 1982 — 1986
Bachelor of Science, Accounting
Rödl & Partner - Rödl Langford de Kock LLP CPAs, Wirtschaftsprüfer, Steuerber September 2013 - Present
BlackRock June 2012 - October 2012
UBS AG January 2006 - November 2011
Ernst & Young LLP January 2001 - January 2006
Grant Thornton LLP 1998 - 2001
Deloitte January 1996 - July 1998
Merrill Lynch & Co January 1992 - January 1996
The Dreyfus Corporation (Mellon Bank) August 1986 - January 1992
Skills
Tax, Hedge Funds, Investments, Banking, Accounting, Corporate Tax, Due Diligence, Tax Accounting, Income Tax, Internal Controls, Financial Reporting, Financial Analysis, Mutual Funds, Strategic Financial..., Tax Research, Financial Accounting, International Tax, Financial Services, Finance, Auditing, IFRS, Private Equity, Corporate Finance, CPA, Tax Advisory, US GAAP, SEC filings, Sarbanes-Oxley Act, GAAP, Mergers & Acquisitions, Internal Audit, Transfer Pricing, Tax Law, Valuation, Financial Modeling, Tax Preparation, Restructuring, Business Valuation, Financial Statements, Consolidation, Big 4, External Audit, Sarbanes-Oxley
Education
Baruch College, City University of New York (CUNY) 1991 — 1993
Masters of Science, Taxation
LIU Brooklyn 1982 — 1986
Bachelor of Science, Accounting
Christopher St. Victor-de Pinho's UBS AG Experience March 2014 - Present
Job Managing Director & Global Head, UBS Group Tax
Industry Banking
Experience
UBS AG March 2014 - Present
UBS AG March 2012 - March 2014
UBS AG February 2010 - March 2012
UBS Investment Bank March 2005 - February 2010
UBS AG March 2003 - March 2005
UBS AG January 1999 - March 2003
KPMG September 1997 - January 1999
Skills
Hedge Funds, Financial Structuring, Alternative Investments, Capital Markets, Derivatives, Fixed Income, Equities, Private Equity, Investment Management, Structured Finance, Trading, Securities, Investment Banking, Securitization, Asset Managment, Tax Law, Tax Advisory, Tax, Structured Products, Equity Derivatives, Corporate Finance, Credit Derivatives, Due Diligence
Education
Georgetown University Law Center 1996 — 1997
LLM, Tax
Washington and Lee University School of Law 1993 — 1996
JD, Law
University of Virginia 1989 — 1993
BA, History
UBS AG March 2014 - Present
UBS AG March 2012 - March 2014
UBS AG February 2010 - March 2012
UBS Investment Bank March 2005 - February 2010
UBS AG March 2003 - March 2005
UBS AG January 1999 - March 2003
KPMG September 1997 - January 1999
Skills
Hedge Funds, Financial Structuring, Alternative Investments, Capital Markets, Derivatives, Fixed Income, Equities, Private Equity, Investment Management, Structured Finance, Trading, Securities, Investment Banking, Securitization, Asset Managment, Tax Law, Tax Advisory, Tax, Structured Products, Equity Derivatives, Corporate Finance, Credit Derivatives, Due Diligence
Education
Georgetown University Law Center 1996 — 1997
LLM, Tax
Washington and Lee University School of Law 1993 — 1996
JD, Law
University of Virginia 1989 — 1993
BA, History
Joan C. Horrvich's UBS AG Experience 1994 - 1999
Job Director Marketing Communications at The Ringling
Industry Public Relations and Communications
Experience
The Ringling January 2015 - Present
JCH Associates February 2007 - December 2014
McKinsey & Company 1999 - 2007
UBS AG 1994 - 1999
Goldman, Sachs & Co. 1982 - 1991
Skills
Corporate Communications, Internal Communications, Thought Leadership, Marketing Communications, Public Relations, Integrated Marketing, Market Research, Marketing, Strategic Planning, Strategic Communications, Reputation Management, Leadership, Messaging, Social Media, Business Development, Program Management, Positioning, Management Consulting, Nonprofits, Strategy, Project Management, Crisis Communications
Education
Columbia University - Columbia Business School
MBA, Finance
New York University
Certificate, Social Media Marketing Strategy and Execution
Vassar College
AB degree, Mathematics
The Ringling January 2015 - Present
JCH Associates February 2007 - December 2014
McKinsey & Company 1999 - 2007
UBS AG 1994 - 1999
Goldman, Sachs & Co. 1982 - 1991
Skills
Corporate Communications, Internal Communications, Thought Leadership, Marketing Communications, Public Relations, Integrated Marketing, Market Research, Marketing, Strategic Planning, Strategic Communications, Reputation Management, Leadership, Messaging, Social Media, Business Development, Program Management, Positioning, Management Consulting, Nonprofits, Strategy, Project Management, Crisis Communications
Education
Columbia University - Columbia Business School
MBA, Finance
New York University
Certificate, Social Media Marketing Strategy and Execution
Vassar College
AB degree, Mathematics
Scott Friedland's UBS AG Experience November 1996 - February 1999
Job Senior Network Systems Engineer
Industry Information Technology and Services
Experience
Planet Data January 2010 - Present
JP Morgan Chase 2005 - 2007
Independant Consultant November 2003 - July 2005
IBM Global Business Services March 1999 - November 2004
UBS AG November 1996 - February 1999
Smith Barney 1994 - 1996
Skills
Network Architecture, IT Management, Network Engineering, TCP/IP protocols, Routing Protocols, Router Configuration, Cisco Routing &..., Vendor Management, Program Management, Security, Infrastructure, Outsourcing, Project Management, Business Analysis, Data Center, Disaster Recovery, Cisco Technologies, Cisco Routers, Enterprise Software, Firewalls, Management, Microsoft SQL Server, Active Directory, TCP/IP, Windows, Microsoft Exchange, Unix, Windows Server, Databases, Information Technology, Telecommunications, Software Documentation, Storage, Network Administration
Education
Fairleigh Dickinson University 1981 — 1984
Masters, Public Administration
Clark University 1974 — 1979
BA, Government
Planet Data January 2010 - Present
JP Morgan Chase 2005 - 2007
Independant Consultant November 2003 - July 2005
IBM Global Business Services March 1999 - November 2004
UBS AG November 1996 - February 1999
Smith Barney 1994 - 1996
Skills
Network Architecture, IT Management, Network Engineering, TCP/IP protocols, Routing Protocols, Router Configuration, Cisco Routing &..., Vendor Management, Program Management, Security, Infrastructure, Outsourcing, Project Management, Business Analysis, Data Center, Disaster Recovery, Cisco Technologies, Cisco Routers, Enterprise Software, Firewalls, Management, Microsoft SQL Server, Active Directory, TCP/IP, Windows, Microsoft Exchange, Unix, Windows Server, Databases, Information Technology, Telecommunications, Software Documentation, Storage, Network Administration
Education
Fairleigh Dickinson University 1981 — 1984
Masters, Public Administration
Clark University 1974 — 1979
BA, Government
Jim Cherrone's UBS AG Experience January 2013 - Present
Job TCoE (Testing Center of Excellence) Head of Transformation at UBS AG
Industry Information Technology and Services
Experience
UBS AG January 2013 - Present
UBS Wealth Management June 2010 - December 2012
UBS Wealth Management November 2008 - May 2010
UBS Investment Bank October 2006 - October 2008
United Technologies - Sikorsky Aircraft 2002 - 2006
IBM 1995 - 2001
Skills
PMO, IT Strategy, Project Portfolio..., PMP, IT Management, IT Service Management, IT Outsourcing, IT Testing, SDLC, Testing, Enterprise Software, Leadership, Requirements Analysis, Program Management, Management, Project Management, Software Project..., QA Engineering, Vendor Management, Business Analysis
Education
Cornell University
Mechanical Engineering
The University of Texas at Austin
Bachelor of Science (BS), Mechanical Engineering
UBS AG January 2013 - Present
UBS Wealth Management June 2010 - December 2012
UBS Wealth Management November 2008 - May 2010
UBS Investment Bank October 2006 - October 2008
United Technologies - Sikorsky Aircraft 2002 - 2006
IBM 1995 - 2001
Skills
PMO, IT Strategy, Project Portfolio..., PMP, IT Management, IT Service Management, IT Outsourcing, IT Testing, SDLC, Testing, Enterprise Software, Leadership, Requirements Analysis, Program Management, Management, Project Management, Software Project..., QA Engineering, Vendor Management, Business Analysis
Education
Cornell University
Mechanical Engineering
The University of Texas at Austin
Bachelor of Science (BS), Mechanical Engineering
Emily (Li) Wang's UBS AG Experience March 2007 - July 2011
Job Senior Software Developer at Vertex Inc.
Industry Information Technology and Services
Experience
Vertex Inc. September 2011 - Present
UBS AG March 2007 - July 2011
UBS AG March 2005 - March 2007
J.P. Morgan Chase April 2003 - March 2005
Kiodex/Sungard Financial Systems January 2001 - January 2003
Timecruiser Computing Corp January 2000 - January 2001
Skills
C#, Java, Oracle, Spring, Java Enterprise Edition, XML
Education
City University of New York City College 1999 — 2001
M.S., Computer Science
City University of New York 1996 — 1999
Master of Science, Biological Sciences
Nanjing University, Peoples' Republic of China 1989 — 1993
Bachelor of Science, Biochemistry
Vertex Inc. September 2011 - Present
UBS AG March 2007 - July 2011
UBS AG March 2005 - March 2007
J.P. Morgan Chase April 2003 - March 2005
Kiodex/Sungard Financial Systems January 2001 - January 2003
Timecruiser Computing Corp January 2000 - January 2001
Skills
C#, Java, Oracle, Spring, Java Enterprise Edition, XML
Education
City University of New York City College 1999 — 2001
M.S., Computer Science
City University of New York 1996 — 1999
Master of Science, Biological Sciences
Nanjing University, Peoples' Republic of China 1989 — 1993
Bachelor of Science, Biochemistry
Jerry Tie's UBS AG Experience 2005 - Present
Job Tax Law
Industry Banking
Experience
UBS AG 2005 - Present
Education
Columbia University - Columbia Business School
UBS AG 2005 - Present
Education
Columbia University - Columbia Business School
Mike Willner, CISA CAMS's UBS AG Experience April 2014 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS AG April 2014 - Present
UBS September 2013 - March 2014
Citi January 2012 - February 2013
Citi July 2008 - December 2011
Citi April 2006 - June 2008
Citi January 2003 - March 2006
Citi June 2001 - December 2002
Citi January 1998 - May 2001
Prolifics, a JYACC Company 1992 - 1998
- January 1972 - January 1992
Skills
Strategy, Business Continuity, Governance, Internal Audit, Project Portfolio..., Analysis, Quality Assurance, Information Security, Project Management, IT Audit, Business Process..., PMO, Program Management, Enterprise Risk..., Information Technology, IT Service Management, Process Improvement, Business Process, Metrics, CISA, User Acceptance Testing, Portfolio Management, Auditing, Mergers & Acquisitions, Quality Management, Change Management, Information Security..., SDLC, Analytics, Strategic Planning, Software Project..., Disaster Recovery, Business Strategy, Process Engineering, Testing, Enterprise Architecture, Reporting & Analysis, IT Strategy, IT Risk, IT Control, IT Governance, Compliance, Organization, ISACA, AML
Education
City University of New York 1982 — 1995
BS, Mathematics, Magna Cum Laude
UBS AG April 2014 - Present
UBS September 2013 - March 2014
Citi January 2012 - February 2013
Citi July 2008 - December 2011
Citi April 2006 - June 2008
Citi January 2003 - March 2006
Citi June 2001 - December 2002
Citi January 1998 - May 2001
Prolifics, a JYACC Company 1992 - 1998
- January 1972 - January 1992
Skills
Strategy, Business Continuity, Governance, Internal Audit, Project Portfolio..., Analysis, Quality Assurance, Information Security, Project Management, IT Audit, Business Process..., PMO, Program Management, Enterprise Risk..., Information Technology, IT Service Management, Process Improvement, Business Process, Metrics, CISA, User Acceptance Testing, Portfolio Management, Auditing, Mergers & Acquisitions, Quality Management, Change Management, Information Security..., SDLC, Analytics, Strategic Planning, Software Project..., Disaster Recovery, Business Strategy, Process Engineering, Testing, Enterprise Architecture, Reporting & Analysis, IT Strategy, IT Risk, IT Control, IT Governance, Compliance, Organization, ISACA, AML
Education
City University of New York 1982 — 1995
BS, Mathematics, Magna Cum Laude
Susan Hoppe's UBS AG Experience June 1998 - Present
Job Director at UBS AG
Industry Financial Services
Experience
UBS AG June 1998 - Present
Union Bank of Switzerland July 1983 - June 1998
Skills
Equities, Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Trading Systems, Risk Management, Finance
Education
Franklin & Marshall College
UBS AG June 1998 - Present
Union Bank of Switzerland July 1983 - June 1998
Skills
Equities, Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Trading Systems, Risk Management, Finance
Education
Franklin & Marshall College
Chris Samios's UBS AG Experience September 2006 - April 2007
Job Chief Compliance Officer & Associate General Counsel at Greywolf Capital Management
Industry Investment Management
Experience
Greywolf Capital Management March 2010 - Present
Greywolf Capital Management April 2007 - March 2010
UBS AG September 2006 - April 2007
Skills
Securities, Hedge Funds, Compliance, Derivatives, Governance, SEC reporting, Corporate Law, Securities Regulation, Counterparty Risk, Operations Management, Investment Advisers Act, Securities Exchange Act..., Alternative Investments, Fixed Income, Equities, Structured Products, Due Diligence, Swaps, ISDA
Education
Hofstra University School of Law
JD
College of Regulatory Compliance, Regulatory Compliance Association
Masters Certificate, Hedge Fund Compliance/Governance/Risk Management
City University of New York-Hunter College
BA, Political Science
Greywolf Capital Management March 2010 - Present
Greywolf Capital Management April 2007 - March 2010
UBS AG September 2006 - April 2007
Skills
Securities, Hedge Funds, Compliance, Derivatives, Governance, SEC reporting, Corporate Law, Securities Regulation, Counterparty Risk, Operations Management, Investment Advisers Act, Securities Exchange Act..., Alternative Investments, Fixed Income, Equities, Structured Products, Due Diligence, Swaps, ISDA
Education
Hofstra University School of Law
JD
College of Regulatory Compliance, Regulatory Compliance Association
Masters Certificate, Hedge Fund Compliance/Governance/Risk Management
City University of New York-Hunter College
BA, Political Science
Anita J. Lee's UBS AG Experience June 2011 - January 2012
Job Senior Counsel at Pine River Capital Management LP
Industry Law Practice
Experience
Pine River Capital Management LP January 2012 - Present
UBS AG June 2011 - January 2012
JPMorgan Chase & Co. May 2008 - June 2011
Bear, Stearns & Co. Inc. April 2002 - May 2008
Paul Hastings Janofsky & Walker LLP 2000 - 2002
Battle Fowler LLP 1998 - 2000
Education
Cornell Law School
JD
Cornell University
BA
Laurel School
Pine River Capital Management LP January 2012 - Present
UBS AG June 2011 - January 2012
JPMorgan Chase & Co. May 2008 - June 2011
Bear, Stearns & Co. Inc. April 2002 - May 2008
Paul Hastings Janofsky & Walker LLP 2000 - 2002
Battle Fowler LLP 1998 - 2000
Education
Cornell Law School
JD
Cornell University
BA
Laurel School
Oleg Maiatski's UBS AG Experience January 2006 - January 2012
Job Lead Developer at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management January 2012 - Present
UBS AG January 2006 - January 2012
UBS Wealth Management April 1999 - 2006
Skills
PMO, Software Project..., Requirements Analysis, Project Delivery, SDLC, PMP, Business Analysis, Project Portfolio..., Program Management, Project Management, Requirements Gathering, Agile Project Management, ITIL, Business Requirements, Agile Methodologies, Websphere, JavaScript, jQuery, HTML, Java, UML, Scrum, Risk Management, IT Strategy, Web Design, Perl, C++, RAD, JSP, CSS, Credit Cards, Debit Cards, Scrum Master
Education
Новосибирский Государственный Технический Университет (НГТУ) / Novosibirsk State Technical University (NSTU) 1996 — 1998
Engineer's degree, Management Information Systems, General
Новосибирский Государственный Технический Университет (НГТУ) / Novosibirsk State Technical University (NSTU) 1992 — 1996
Bachelor of Applied Science (B.A.Sc.)
California State University-Sacramento
UBS Wealth Management January 2012 - Present
UBS AG January 2006 - January 2012
UBS Wealth Management April 1999 - 2006
Skills
PMO, Software Project..., Requirements Analysis, Project Delivery, SDLC, PMP, Business Analysis, Project Portfolio..., Program Management, Project Management, Requirements Gathering, Agile Project Management, ITIL, Business Requirements, Agile Methodologies, Websphere, JavaScript, jQuery, HTML, Java, UML, Scrum, Risk Management, IT Strategy, Web Design, Perl, C++, RAD, JSP, CSS, Credit Cards, Debit Cards, Scrum Master
Education
Новосибирский Государственный Технический Университет (НГТУ) / Novosibirsk State Technical University (NSTU) 1996 — 1998
Engineer's degree, Management Information Systems, General
Новосибирский Государственный Технический Университет (НГТУ) / Novosibirsk State Technical University (NSTU) 1992 — 1996
Bachelor of Applied Science (B.A.Sc.)
California State University-Sacramento
Victoria Lucia's UBS AG Experience August 2009 - February 2011
Job at KMC Exim Inc./Dashing Diva
Industry Publishing
Experience
KMC/Dashing Diva November 2010 - Present
KMC Exim Inc./Dashing Diva November 2010 - Present
UBS AG August 2009 - February 2011
Weight Watchers Magazine August 2008 - August 2009
Cosmopolitan Magazine April 2007 - August 2008
Cosmopolitan Magazine April 2005 - April 2007
Cosmopolitan Magazine April 2005 - March 2007
Harper's Bazaar Magazine January 2005 - April 2005
Education
Boston College
Bachelor of Arts, Communication; Journalism
KMC/Dashing Diva November 2010 - Present
KMC Exim Inc./Dashing Diva November 2010 - Present
UBS AG August 2009 - February 2011
Weight Watchers Magazine August 2008 - August 2009
Cosmopolitan Magazine April 2007 - August 2008
Cosmopolitan Magazine April 2005 - April 2007
Cosmopolitan Magazine April 2005 - March 2007
Harper's Bazaar Magazine January 2005 - April 2005
Education
Boston College
Bachelor of Arts, Communication; Journalism
Sean Fairweather's UBS AG Experience 2004 - 2007
Job Managing Counsel at The Bank of New York Mellon Corporation
Industry Legal Services
Experience
The Bank of New York Mellon 2011 - Present
The Bank of New York Mellon 2008 - 2011
UBS AG 2004 - 2007
Thacher Proffitt & Wood LLP 2000 - 2004
ANDREWS & KURTH 1998 - 1998
Skills
Structured Finance, Securitization, Securities, Capital Markets, Derivatives, Corporate Law, Loans, Corporate Finance
Education
Bar Admission:State Bar of New York
University of Virginia School of Law 1997 — 2000
JD
Georgia Institute of Technology 1991 — 1996
Bachelor, Civil Engineering
Brooklyn Tech
The Bank of New York Mellon 2011 - Present
The Bank of New York Mellon 2008 - 2011
UBS AG 2004 - 2007
Thacher Proffitt & Wood LLP 2000 - 2004
ANDREWS & KURTH 1998 - 1998
Skills
Structured Finance, Securitization, Securities, Capital Markets, Derivatives, Corporate Law, Loans, Corporate Finance
Education
Bar Admission:State Bar of New York
University of Virginia School of Law 1997 — 2000
JD
Georgia Institute of Technology 1991 — 1996
Bachelor, Civil Engineering
Brooklyn Tech
Kevin Murray's UBS AG Experience 2005 - 2008
Job BSA/AML Senior Financial Investigator
Industry Financial Services
Experience
The Madison Group LLC May 2013 - Present
The Forum Group 2013 - Present
Doyle Carden Group February 2013 - May 2014
M & T Bank May 2013 - April 2014
JPMorgan Chase December 2011 - January 2013
Doyle Carden Group October 2011 - December 2011
Goldman Sachs January 2010 - October 2011
Federal Reserve Bank of New York March 2009 - February 2010
Dominion Advsory Group 2008 - 2009
UBS AG 2005 - 2008
Skills
KYC, AML, OFAC, USA PATRIOT Act, Financial Risk, Operational Risk, Bank Secrecy Act, Due Diligence, Risk Management, Securities, FINRA, Banking, Operational Risk..., CIP, Fraud, Financial Regulation, Anti Money Laundering, Private Investigations, Sanction, Fixed Income, Investigation, Risk Assessment, Retail Banking, Investment Banking, Enterprise Risk..., Financial Institutions, Corporate Governance, Private Banking, Financial Services, Prime Brokerage, Hedge Funds, Derivatives, Internal Audit, SWIFT payments, Regulations, Transaction Processing, Risk Analysis, Credit Risk, Financial Markets, Capital Markets, Credit, Back Office, Basel II, Finance, Equities, Payments, Asset Management, FX Options, Terrorist Financing, Middle Office
Education
City University of New York-Baruch College 1983 — 1984
Saint John's University 1980 — 1983
The Madison Group LLC May 2013 - Present
The Forum Group 2013 - Present
Doyle Carden Group February 2013 - May 2014
M & T Bank May 2013 - April 2014
JPMorgan Chase December 2011 - January 2013
Doyle Carden Group October 2011 - December 2011
Goldman Sachs January 2010 - October 2011
Federal Reserve Bank of New York March 2009 - February 2010
Dominion Advsory Group 2008 - 2009
UBS AG 2005 - 2008
Skills
KYC, AML, OFAC, USA PATRIOT Act, Financial Risk, Operational Risk, Bank Secrecy Act, Due Diligence, Risk Management, Securities, FINRA, Banking, Operational Risk..., CIP, Fraud, Financial Regulation, Anti Money Laundering, Private Investigations, Sanction, Fixed Income, Investigation, Risk Assessment, Retail Banking, Investment Banking, Enterprise Risk..., Financial Institutions, Corporate Governance, Private Banking, Financial Services, Prime Brokerage, Hedge Funds, Derivatives, Internal Audit, SWIFT payments, Regulations, Transaction Processing, Risk Analysis, Credit Risk, Financial Markets, Capital Markets, Credit, Back Office, Basel II, Finance, Equities, Payments, Asset Management, FX Options, Terrorist Financing, Middle Office
Education
City University of New York-Baruch College 1983 — 1984
Saint John's University 1980 — 1983
Kaushal Saxena's UBS AG Experience January 2009 - January 2012
Job Assessing, solving and managing cybersecurity, privacy and risk problems for our esteemed clients
Industry Management Consulting
Experience
PwC July 2014 - Present
Infosys October 2010 - April 2013
UBS AG January 2009 - January 2012
Infosys October 2007 - September 2010
Education
Carnegie Mellon University - H. John Heinz III College 2013 — 2014
Master’s Degree
Visvesvaraya National Institute of Technology 2003 — 2007
Bachelor’s Degree
Infosys Technologies Education & Research DepartmentMysore
Employment training
Mayoor School
Science
PwC July 2014 - Present
Infosys October 2010 - April 2013
UBS AG January 2009 - January 2012
Infosys October 2007 - September 2010
Education
Carnegie Mellon University - H. John Heinz III College 2013 — 2014
Master’s Degree
Visvesvaraya National Institute of Technology 2003 — 2007
Bachelor’s Degree
Infosys Technologies Education & Research DepartmentMysore
Employment training
Mayoor School
Science
Jin Woo Park's UBS AG Experience January 2007 - August 2007
Job Senior Financial Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - May 2014
JPMorgan Chase September 2011 - June 2013
JP Morgan Chase August 2009 - August 2011
UBS AG January 2007 - August 2007
Lehman Brothers December 2006 - January 2007
Office of Senator Thomas R. Carper September 2006 - December 2006
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Mergers & Acquisitions, Analytics, Finance, Portfolio Management, Equity Research, FX Options, Mutual Funds, Analysis, Equities, Investments, Corporate Finance
Education
Georgetown University
BSBA, Finance and International Business
JPMorgan Chase June 2013 - May 2014
JPMorgan Chase September 2011 - June 2013
JP Morgan Chase August 2009 - August 2011
UBS AG January 2007 - August 2007
Lehman Brothers December 2006 - January 2007
Office of Senator Thomas R. Carper September 2006 - December 2006
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Mergers & Acquisitions, Analytics, Finance, Portfolio Management, Equity Research, FX Options, Mutual Funds, Analysis, Equities, Investments, Corporate Finance
Education
Georgetown University
BSBA, Finance and International Business
Oksana Kuchman's UBS AG Experience July 2006 - September 2006
Job Treasury Operations, Merrill Lynch
Industry Financial Services
Experience
2006 Present MERRILL LYNCH & CO., INC September 2006 - Present
Merrill Lynch 2006 - 2009
UBS AG July 2006 - September 2006
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA April 2006 - June 2006
HSH NORDBANK AG September 2005 - February 2006
Education
City University of New York-Brooklyn College 2004 — 2006
MA, Economics
2006 Present MERRILL LYNCH & CO., INC September 2006 - Present
Merrill Lynch 2006 - 2009
UBS AG July 2006 - September 2006
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA April 2006 - June 2006
HSH NORDBANK AG September 2005 - February 2006
Education
City University of New York-Brooklyn College 2004 — 2006
MA, Economics
Joseph N. Aniano's UBS AG Experience August 2007 - May 2015
Job Executive Director, Investment Management Research
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
UBS AG August 2007 - May 2015
BBR Partners July 2005 - August 2007
BBR Partners December 2003 - July 2005
BBR Partners July 2001 - December 2003
Skills
High Net Worth..., Recruiting, Options, Equities, Private Equity, Portfolio Management, Business Development, Financial Markets, Electronic Trading, Loans, Wealth Management..., Equity Trading, Structured Products, Fixed Income, Trading, ETFs, Trading Systems, Financial Advisory, Credit, Banking, Finance
Education
Adelphi University 2008 — 2010
MBA, Business Administration
Marist College 1996 — 2000
UBS Wealth Management May 2015 - Present
UBS AG August 2007 - May 2015
BBR Partners July 2005 - August 2007
BBR Partners December 2003 - July 2005
BBR Partners July 2001 - December 2003
Skills
High Net Worth..., Recruiting, Options, Equities, Private Equity, Portfolio Management, Business Development, Financial Markets, Electronic Trading, Loans, Wealth Management..., Equity Trading, Structured Products, Fixed Income, Trading, ETFs, Trading Systems, Financial Advisory, Credit, Banking, Finance
Education
Adelphi University 2008 — 2010
MBA, Business Administration
Marist College 1996 — 2000
Fan Chen, FRM, PRM's UBS AG Experience July 2007 - August 2007
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation May 2014 - Present
Northern Trust February 2013 - May 2014
Northern Trust March 2010 - February 2013
Ally Financial Inc. January 2008 - March 2010
UBS AG July 2007 - August 2007
Bank of China June 2007 - July 2007
Skills
Economic Capital, Basel II, Regulatory capital, Statistical Modeling, Data Mining, SAS, SQL, matlab, credit risk, PD, LGD, Parameter Quantification, Risk Frontier, Capital Forecasting, CCAR, Analytics, Banking, Credit Risk, Financial Analysis, Financial Risk, Regulatory Capital, Stress Testing
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
North Carolina State University 2006 — 2008
Master
Beihang University 2002 — 2006
B.S.
Northern Trust Corporation May 2014 - Present
Northern Trust February 2013 - May 2014
Northern Trust March 2010 - February 2013
Ally Financial Inc. January 2008 - March 2010
UBS AG July 2007 - August 2007
Bank of China June 2007 - July 2007
Skills
Economic Capital, Basel II, Regulatory capital, Statistical Modeling, Data Mining, SAS, SQL, matlab, credit risk, PD, LGD, Parameter Quantification, Risk Frontier, Capital Forecasting, CCAR, Analytics, Banking, Credit Risk, Financial Analysis, Financial Risk, Regulatory Capital, Stress Testing
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
North Carolina State University 2006 — 2008
Master
Beihang University 2002 — 2006
B.S.
Ron Hook's UBS AG Experience 1998 - 2001
Job Senior Business Analyst at Eisai Pharmaceuticals
Industry Pharmaceuticals
Experience
Hook Properties November 2012 - Present
Eisai August 2011 - Present
Wyeth November 2007 - July 2010
UBS AG 1998 - 2001
Bankers Trust 1996 - 1999
Skills
Business Analysis, Excel, Cross-functional Team..., Financial Analysis, Process Improvement, Data Analysis, SOX, Emerging Markets, Pricing, Business Process..., Word, Analytics, Forecasting, Process Engineering, Business Intelligence, Strategic Planning, SAP, Portfolio Management, Business Process, Data Management, Analysis, Microsoft Excel, Sarbanes-Oxley Act
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Finance, Marketing, Entrepreneurship
Clarkson University 1991 — 1995
B.S., Finance, Economics
Hook Properties November 2012 - Present
Eisai August 2011 - Present
Wyeth November 2007 - July 2010
UBS AG 1998 - 2001
Bankers Trust 1996 - 1999
Skills
Business Analysis, Excel, Cross-functional Team..., Financial Analysis, Process Improvement, Data Analysis, SOX, Emerging Markets, Pricing, Business Process..., Word, Analytics, Forecasting, Process Engineering, Business Intelligence, Strategic Planning, SAP, Portfolio Management, Business Process, Data Management, Analysis, Microsoft Excel, Sarbanes-Oxley Act
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Finance, Marketing, Entrepreneurship
Clarkson University 1991 — 1995
B.S., Finance, Economics
Jennifer Hochberg's UBS AG Experience May 1996 - May 2013
Job Executive Director at Aareal Capital Corporation
Industry Financial Services
Experience
Aareal Capital Corporation June 2013 - Present
UBS AG May 1996 - May 2013
Winthrop Stimson Putnam & Roberts September 1991 - May 1996
Education
Columbia Law School 1988 — 1991
JD, Law
Columbia College (NY) 1982 — 1986
Aareal Capital Corporation June 2013 - Present
UBS AG May 1996 - May 2013
Winthrop Stimson Putnam & Roberts September 1991 - May 1996
Education
Columbia Law School 1988 — 1991
JD, Law
Columbia College (NY) 1982 — 1986
Luilly Andrade's UBS AG Experience June 2010 - May 2011
Job Business Advisor NYS Small Business Development Center
Industry Consumer Services
Experience
NYS Small Business Development Center April 2013 - Present
Riverview Restaurant & Lounge October 2012 - February 2014
UBS AG June 2010 - May 2011
UBS Financial Services November 2008 - June 2010
UBS Financial Services June 2008 - November 2008
UBS Financial Services June 2007 - August 2007
UBS Financial Services June 2006 - August 2006
UBS Financial Services June 2005 - August 2005
UBS Financial Services June 2004 - August 2004
Monster 2001 - 2003
Skills
Project Management, MS Project, Microsoft Office, PeopleSoft, Employee Engagement, Volunteer Management, Corporate Social..., Entrepreneurship, Small Business, Leadership, Event Management, Strategic Planning, Fundraising, Program Management, Project Planning, Financial Services, Workshop Facilitation, Public Speaking, Market Research, Nonprofits, Policy, Customer Service, Research, Time Management, Inventory Management, Business Advisory, Payroll, Financial Analysis, Networking, Restaurant Management, Food & Beverage, Marketing Strategy, Investments, Management, Marketing, Strategy, Management Consulting, Leadership Development, Organizational..., Budgets, Business Strategy, Business Development, Event Planning, Finance, Training, Microsoft Excel, Start-ups, Executive Management, Social Networking
Education
Baruch College, City University of New York (CUNY) 2012 — 2012
Certificate Program, Project Management
Babson College 2004 — 2008
Bachleors of Science, Business Management
NYS Small Business Development Center April 2013 - Present
Riverview Restaurant & Lounge October 2012 - February 2014
UBS AG June 2010 - May 2011
UBS Financial Services November 2008 - June 2010
UBS Financial Services June 2008 - November 2008
UBS Financial Services June 2007 - August 2007
UBS Financial Services June 2006 - August 2006
UBS Financial Services June 2005 - August 2005
UBS Financial Services June 2004 - August 2004
Monster 2001 - 2003
Skills
Project Management, MS Project, Microsoft Office, PeopleSoft, Employee Engagement, Volunteer Management, Corporate Social..., Entrepreneurship, Small Business, Leadership, Event Management, Strategic Planning, Fundraising, Program Management, Project Planning, Financial Services, Workshop Facilitation, Public Speaking, Market Research, Nonprofits, Policy, Customer Service, Research, Time Management, Inventory Management, Business Advisory, Payroll, Financial Analysis, Networking, Restaurant Management, Food & Beverage, Marketing Strategy, Investments, Management, Marketing, Strategy, Management Consulting, Leadership Development, Organizational..., Budgets, Business Strategy, Business Development, Event Planning, Finance, Training, Microsoft Excel, Start-ups, Executive Management, Social Networking
Education
Baruch College, City University of New York (CUNY) 2012 — 2012
Certificate Program, Project Management
Babson College 2004 — 2008
Bachleors of Science, Business Management
Stephen Thatcher's UBS AG Experience 2001 - 2015
Job Senior Capital Markets Attorney with Expertise in Derivatives, Contract Negotiation and Municipal & Structured Finance
Industry Banking
Experience
Pride Technologies / Thomson Reuters June 2015 - Present
UBS AG 2001 - 2015
Citibank, N.A. 1996 - 2001
NatWest Bank March 1994 - December 1995
Citicorp Securities, Inc. 1989 - 1994
Citicorp Investment Bank 1987 - 1989
Citibank, N.A. 1982 - 1987
Mudge Rose Guthrie Alexander & Ferdon 1975 - 1982
Skills
Capital Markets, Investment Banking, Fixed Income, Derivatives, FINRA, AML, ISDA, Dodd-Frank, Securities Regulation, Municipal Derivatives, Municipal Bonds, Structured Products, Structured Finance, Corporate Finance, Corporate Governance, Due Diligence, OTC Derivative..., Foreign Exchange, Regulatory Advice and..., Risk Management, Project Finance, Bespoke Transactions..., Special Projects, SEC Regulation AB, Negotiator /..., Team Management, Training & Development, Team Mentoring, Banking, Financial Services, Trading, Financial Risk
Education
Columbia University School of Law 1972 — 1975
J.D.
Claremont McKenna College 1969 — 1972
B.A., American Studies, Mathematics
Pride Technologies / Thomson Reuters June 2015 - Present
UBS AG 2001 - 2015
Citibank, N.A. 1996 - 2001
NatWest Bank March 1994 - December 1995
Citicorp Securities, Inc. 1989 - 1994
Citicorp Investment Bank 1987 - 1989
Citibank, N.A. 1982 - 1987
Mudge Rose Guthrie Alexander & Ferdon 1975 - 1982
Skills
Capital Markets, Investment Banking, Fixed Income, Derivatives, FINRA, AML, ISDA, Dodd-Frank, Securities Regulation, Municipal Derivatives, Municipal Bonds, Structured Products, Structured Finance, Corporate Finance, Corporate Governance, Due Diligence, OTC Derivative..., Foreign Exchange, Regulatory Advice and..., Risk Management, Project Finance, Bespoke Transactions..., Special Projects, SEC Regulation AB, Negotiator /..., Team Management, Training & Development, Team Mentoring, Banking, Financial Services, Trading, Financial Risk
Education
Columbia University School of Law 1972 — 1975
J.D.
Claremont McKenna College 1969 — 1972
B.A., American Studies, Mathematics
Caesar Gavilan's UBS AG Experience July 1996 - April 2009
Job Banking Professional
Industry Banking
Experience
UBS Wealth Management July 1996 - April 2009
UBS A.G. July 1996 - April 2009
UBS A.G January 1996 - April 2009
UBS AG- 1966 - 2009
Bank of America January 1993 - June 1996
Fleet BankAutomotive Finance Division January 1993 - January 1996
Nationar January 1992 - January 1993
Nationar January 1991 - June 1992
AMRO Bank January 1987 - January 1991
JPMorgan Chase Bank/Chase Manhattan Bank 1966 - 1988
Skills
Fixed Income
Education
Adelphi University
Queens College 1967 — 1973
Bachelor of Arts, Economics
QueensCollege, City University of NY
Bachelor of Arts, Economics Major
UBS Wealth Management July 1996 - April 2009
UBS A.G. July 1996 - April 2009
UBS A.G January 1996 - April 2009
UBS AG- 1966 - 2009
Bank of America January 1993 - June 1996
Fleet BankAutomotive Finance Division January 1993 - January 1996
Nationar January 1992 - January 1993
Nationar January 1991 - June 1992
AMRO Bank January 1987 - January 1991
JPMorgan Chase Bank/Chase Manhattan Bank 1966 - 1988
Skills
Fixed Income
Education
Adelphi University
Queens College 1967 — 1973
Bachelor of Arts, Economics
QueensCollege, City University of NY
Bachelor of Arts, Economics Major
Derek Baraldi's UBS AG Experience March 2012 - Present
Job Managing Director, Head Corporate and Institutional Clients Americas, UBS
Industry Banking
Experience
UBS AG March 2012 - Present
UBS AG June 2010 - Present
UBS AG November 2004 - May 2010
UBS Investment Bank May 2003 - October 2004
UBS AG April 2001 - April 2003
UBS AG July 1999 - March 2001
Education
HEC Lausanne - School of Business 1995 — 1999
Master of Science in Management and Bachelor of Science, Management and Finance
UBS AG March 2012 - Present
UBS AG June 2010 - Present
UBS AG November 2004 - May 2010
UBS Investment Bank May 2003 - October 2004
UBS AG April 2001 - April 2003
UBS AG July 1999 - March 2001
Education
HEC Lausanne - School of Business 1995 — 1999
Master of Science in Management and Bachelor of Science, Management and Finance
Jasmin, Mario's UBS AG Experience January 1993 - January 1999
Job PC/LAN Support Specialist at TD Bank
Industry Information Technology and Services
Experience
TD Bank February 2007 - Present
Siemens Business Services January 1999 - February 2007
Siemens Itron Business Services January 1999 - January 2007
UBS AG January 1993 - January 1999
Skills
TCP/IP
Education
Baruch College, City University of New York (CUNY) 1992 — 1997
Bachelor's, Computer Information Systems
TD Bank February 2007 - Present
Siemens Business Services January 1999 - February 2007
Siemens Itron Business Services January 1999 - January 2007
UBS AG January 1993 - January 1999
Skills
TCP/IP
Education
Baruch College, City University of New York (CUNY) 1992 — 1997
Bachelor's, Computer Information Systems
Elena Foley's UBS AG Experience September 1998 - Present
Job Executive Director at UBS
Industry Investment Banking
Experience
UBS AG September 1998 - Present
Global Financial Institutions Division May 1997 - August 1998
Eastern Europe September 1994 - February 1996
Ministry of September 1992 - July 1994
Skills
ISDA, Credit Analysis, Due Diligence, Banking, Financial Analysis, Spanish, Portuguese, Financial Institutions, Trade Finance, Structured Finance
Education
The University of Chicago 1994 — 1995
MA, International Relations
Georgetown University 1988 — 1992
BSFS, International Relations
UBS AG September 1998 - Present
Global Financial Institutions Division May 1997 - August 1998
Eastern Europe September 1994 - February 1996
Ministry of September 1992 - July 1994
Skills
ISDA, Credit Analysis, Due Diligence, Banking, Financial Analysis, Spanish, Portuguese, Financial Institutions, Trade Finance, Structured Finance
Education
The University of Chicago 1994 — 1995
MA, International Relations
Georgetown University 1988 — 1992
BSFS, International Relations
Julio Alvarado's UBS AG Experience May 2006 - June 2008
Job SharePoint Administrator at Bayview Financial
Industry Computer & Network Security
Experience
Bayview Asset Management, LLC April 2013 - Present
Bayview Asset Management, LLC September 2009 - April 2013
Burger King Corporation January 2009 - September 2009
UBS AG May 2006 - June 2008
THE ANSWER GROUP March 2006 - May 2006
METROPOLITAN TELECOMMUNICATIONS September 2004 - October 2005
GATEWOOD GROUP April 2004 - September 2004
CABLEVISION CORP September 1999 - January 2003
Skills
Application Support, Database Administration, Active Directory, SharePoint, SQL, IIS, Microsoft SQL Server, Help Desk Support, Information Technology, Project Management, Technical Support, Networking, Troubleshooting, ITIL, SDLC, Testing, Integration, Databases, Disaster Recovery, Software Installation, Hardware, System Administration, Visio, Windows Server, VMware
Education
Briarcliffe College 1995 — 1996
Associates, Computer Science
Nassau Community College 1994 — 1995
Bayview Asset Management, LLC April 2013 - Present
Bayview Asset Management, LLC September 2009 - April 2013
Burger King Corporation January 2009 - September 2009
UBS AG May 2006 - June 2008
THE ANSWER GROUP March 2006 - May 2006
METROPOLITAN TELECOMMUNICATIONS September 2004 - October 2005
GATEWOOD GROUP April 2004 - September 2004
CABLEVISION CORP September 1999 - January 2003
Skills
Application Support, Database Administration, Active Directory, SharePoint, SQL, IIS, Microsoft SQL Server, Help Desk Support, Information Technology, Project Management, Technical Support, Networking, Troubleshooting, ITIL, SDLC, Testing, Integration, Databases, Disaster Recovery, Software Installation, Hardware, System Administration, Visio, Windows Server, VMware
Education
Briarcliffe College 1995 — 1996
Associates, Computer Science
Nassau Community College 1994 — 1995
Angela Mello's UBS AG Experience April 2005 - May 2009
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2011 - Present
UBS International May 2009 - August 2011
UBS AG April 2005 - May 2009
Bank Julius Baer December 2002 - April 2005
Goldman Sachs January 1996 - April 2002
Lehman Brothers May 1993 - August 1995
Morgan Grenfell March 1991 - May 1993
Merrill Lynch March 1987 - March 1990
JPMorgan July 1980 - February 1987
Skills
Investment Banking, Investments
Education
Fundação Getulio Vargas 1975 — 1980
Undergraduate/Master Degree, Business Administration/Economics
Colegio Sion 1969 — 1974
High School, High School/Secondary Diplomas and Certificates
Credit Suisse July 2011 - Present
UBS International May 2009 - August 2011
UBS AG April 2005 - May 2009
Bank Julius Baer December 2002 - April 2005
Goldman Sachs January 1996 - April 2002
Lehman Brothers May 1993 - August 1995
Morgan Grenfell March 1991 - May 1993
Merrill Lynch March 1987 - March 1990
JPMorgan July 1980 - February 1987
Skills
Investment Banking, Investments
Education
Fundação Getulio Vargas 1975 — 1980
Undergraduate/Master Degree, Business Administration/Economics
Colegio Sion 1969 — 1974
High School, High School/Secondary Diplomas and Certificates
Roberto Roson's UBS AG Experience 2006 - Present
Job Executive Director at UBS
Industry Banking
Experience
UBS AG 2006 - Present
Banesto 1997 - 2006
Education
Baruch College, City University of New York (CUNY) 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Universidad de Deusto 1987 — 1992
Bachelor's Degree, Business/Managerial Economics
UBS AG 2006 - Present
Banesto 1997 - 2006
Education
Baruch College, City University of New York (CUNY) 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Universidad de Deusto 1987 — 1992
Bachelor's Degree, Business/Managerial Economics
Michael Christ's UBS AG Experience 1992 - 2000
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan April 2011 - Present
JP Morgan April 2000 - April 2011
UBS AG 1992 - 2000
Citibank 1990 - 1992
Skills
Fixed Income, Capital Markets, Investment Banking, Risk Management, Hedge Funds, Credit, Management, Bloomberg, Equities, Derivatives, Prime Brokerage, Securities, Alternative Investments, Credit Derivatives, Financial Markets, Structured Products
Education
Fordham University 1986 — 1990
BS, Finance
Canisius High School 1982 — 1986
JP Morgan April 2011 - Present
JP Morgan April 2000 - April 2011
UBS AG 1992 - 2000
Citibank 1990 - 1992
Skills
Fixed Income, Capital Markets, Investment Banking, Risk Management, Hedge Funds, Credit, Management, Bloomberg, Equities, Derivatives, Prime Brokerage, Securities, Alternative Investments, Credit Derivatives, Financial Markets, Structured Products
Education
Fordham University 1986 — 1990
BS, Finance
Canisius High School 1982 — 1986
Gloria C.R. Huber's UBS AG Experience April 2006 - January 2014
Job Executive Director Risk Assessment Regulatory Review Group
Industry Banking
Experience
UBS September 2014 - Present
Brown Brothers Harriman February 2014 - September 2014
UBS AG April 2006 - January 2014
UBS AG - New York B April 2005 - April 2006
CIBC World Markets February 2003 - April 2005
ABN AMRO Bank N.V. September 2002 - December 2003
External Compliance Officer Inc. June 2002 - August 2002
Banco Atlantico Representative office March 2001 - June 2002
Bank Hapoalim February 2000 - March 2001
Citibank NA 1982 - 2000
Skills
AML, Private Banking, Investment Banking, Analysis, OFAC, Financial Risk, FINRA, USA PATRIOT Act, KYC, Capital Markets, Financial Institutions, Internal Controls, Internal Audit, Risk Management, Securities, Operational Risk, Auditing, Regulations, Operational Risk..., Financial Services, Due Diligence, Prime Brokerage, Derivatives, Financial Regulation, Fixed Income, Hedge Funds, FX Options, Equities, Series 7
Education
Baruch College, City University of New York (CUNY)
Management
Saint Peter's University
Undergraduate, Business/Mangement
UBS September 2014 - Present
Brown Brothers Harriman February 2014 - September 2014
UBS AG April 2006 - January 2014
UBS AG - New York B April 2005 - April 2006
CIBC World Markets February 2003 - April 2005
ABN AMRO Bank N.V. September 2002 - December 2003
External Compliance Officer Inc. June 2002 - August 2002
Banco Atlantico Representative office March 2001 - June 2002
Bank Hapoalim February 2000 - March 2001
Citibank NA 1982 - 2000
Skills
AML, Private Banking, Investment Banking, Analysis, OFAC, Financial Risk, FINRA, USA PATRIOT Act, KYC, Capital Markets, Financial Institutions, Internal Controls, Internal Audit, Risk Management, Securities, Operational Risk, Auditing, Regulations, Operational Risk..., Financial Services, Due Diligence, Prime Brokerage, Derivatives, Financial Regulation, Fixed Income, Hedge Funds, FX Options, Equities, Series 7
Education
Baruch College, City University of New York (CUNY)
Management
Saint Peter's University
Undergraduate, Business/Mangement
Linda Hersha's UBS AG Experience January 2012 - Present
Job Employment Law / Employee Relations
Industry Financial Services
Experience
UBS AG January 2012 - Present
Morgan Stanley 1999 - 2011
MetLife 1994 - 1999
Sedgwick James, Inc. 1991 - 1994
Prudential Securities 1990 - 1991
Chadbourne & Parke LLP 1986 - 1990
Epstein Becker & Green, P.C. 1983 - 1986
Education
Syracuse University College of Law
JD, Law
Hartwick College
BA, Political Science
UBS AG January 2012 - Present
Morgan Stanley 1999 - 2011
MetLife 1994 - 1999
Sedgwick James, Inc. 1991 - 1994
Prudential Securities 1990 - 1991
Chadbourne & Parke LLP 1986 - 1990
Epstein Becker & Green, P.C. 1983 - 1986
Education
Syracuse University College of Law
JD, Law
Hartwick College
BA, Political Science
Charlie Santos-Buch's UBS AG Experience February 1996 - March 1999
Job Partner at AE Industrial Partners, LLC
Industry Financial Services
Experience
AE Industrial Partners, LLC September 2014 - Present
Compact Container Systems April 2014 - Present
Oppenheimer & Co. Inc. (CIBC World Markets) April 2006 - April 2014
UBS Capital and UBS Capital Americas February 1996 - May 2006
UBS AG February 1996 - March 1999
PaineWebber April 1993 - April 1996
Alex. Brown & Sons Incorporated April 1988 - April 1993
Kidder, Peabody & Co. Inc. September 1980 - April 1988
Skills
Alternative Investments, Hedge Funds, Private Equity, Venture Capital, Asset Allocation, Capital Markets, Investment Banking, Equities, Investments, Asset Managment, Portfolio Management, Estate Planning, Mergers, Financial Modeling, Due Diligence, Corporate Development, Strategic Financial..., Insurance, Asset Management, Securities, Retirement Planning, Mergers & Acquisitions, Financial Services, Wealth Management, Series 7, Leveraged Finance, Fixed Income
Education
The Wharton School, University of Pennsylvania 1982 — 1984
MBA, Finance and Management
Harvard University 1976 — 1980
AB, History, Cum Laude Honors
The Taft School 1974 — 1976
College Preparatory, Liberal Arts
AE Industrial Partners, LLC September 2014 - Present
Compact Container Systems April 2014 - Present
Oppenheimer & Co. Inc. (CIBC World Markets) April 2006 - April 2014
UBS Capital and UBS Capital Americas February 1996 - May 2006
UBS AG February 1996 - March 1999
PaineWebber April 1993 - April 1996
Alex. Brown & Sons Incorporated April 1988 - April 1993
Kidder, Peabody & Co. Inc. September 1980 - April 1988
Skills
Alternative Investments, Hedge Funds, Private Equity, Venture Capital, Asset Allocation, Capital Markets, Investment Banking, Equities, Investments, Asset Managment, Portfolio Management, Estate Planning, Mergers, Financial Modeling, Due Diligence, Corporate Development, Strategic Financial..., Insurance, Asset Management, Securities, Retirement Planning, Mergers & Acquisitions, Financial Services, Wealth Management, Series 7, Leveraged Finance, Fixed Income
Education
The Wharton School, University of Pennsylvania 1982 — 1984
MBA, Finance and Management
Harvard University 1976 — 1980
AB, History, Cum Laude Honors
The Taft School 1974 — 1976
College Preparatory, Liberal Arts
Evren Ozdemir's UBS AG Experience December 2007 - March 2008
Job Vice President at Point72 Asset Management
Industry Investment Management
Experience
Point72 Asset Management March 2015 - Present
Point72 Asset Management, L.P. March 2008 - March 2015
UBS AG December 2007 - March 2008
Goldman Sachs December 2004 - August 2007
Skills
Hedge Funds, Bloomberg, FINRA, Derivatives, Fixed Income, Equities, Trading Systems, Electronic Trading, Trading, Commodity, Options, Capital Markets, Equity Derivatives, Prime Brokerage, Alternative Investments
Education
Georgetown University - The McDonough School of Business 2000 — 2004
Bachelor of Science, Business Administration; Finance; Government
Delbarton School
Point72 Asset Management March 2015 - Present
Point72 Asset Management, L.P. March 2008 - March 2015
UBS AG December 2007 - March 2008
Goldman Sachs December 2004 - August 2007
Skills
Hedge Funds, Bloomberg, FINRA, Derivatives, Fixed Income, Equities, Trading Systems, Electronic Trading, Trading, Commodity, Options, Capital Markets, Equity Derivatives, Prime Brokerage, Alternative Investments
Education
Georgetown University - The McDonough School of Business 2000 — 2004
Bachelor of Science, Business Administration; Finance; Government
Delbarton School
Warren P. Baker's UBS AG Experience September 2004 - December 2006
Job Treasury Officer at Dept. of US Treasury
Industry Financial Services
Experience
Dept. of US Treasury March 2009 - Present
JPMorgan January 2007 - December 2008
UBS AG September 2004 - December 2006
CITIBANK, N.A. 2001 - 2004
RZB January 2002 - December 2003
RZB Finance LLC 2000 - 2003
FLEET BANK, N.A., 1993 - 2001
Citibank, N.A. 1974 - 1993
Education
Babson College
UNIVERSITY OF CHICAGO
MBA, (Accounting)
UNIVERSITY OF ILLINOIS
CPA Certificate, Accounting
UNIVERSITY OF PENNSYLVANIA
BS, Finance
Dept. of US Treasury March 2009 - Present
JPMorgan January 2007 - December 2008
UBS AG September 2004 - December 2006
CITIBANK, N.A. 2001 - 2004
RZB January 2002 - December 2003
RZB Finance LLC 2000 - 2003
FLEET BANK, N.A., 1993 - 2001
Citibank, N.A. 1974 - 1993
Education
Babson College
UNIVERSITY OF CHICAGO
MBA, (Accounting)
UNIVERSITY OF ILLINOIS
CPA Certificate, Accounting
UNIVERSITY OF PENNSYLVANIA
BS, Finance
Lucia Waibel-Sinkowitz's UBS AG Experience December 1999 - December 2005
Job Rental Property Owner, retired
Industry Real Estate
Experience
Terema Inc. January 2006 - Present
UBS AG December 1999 - December 2005
LHS Communications August 1998 - August 1999
Eurex Swiss Exchange Switzerland February 1997 - July 1998
Credit Suisse July 1994 - January 1997
Jackson Memorial Hospital February 1993 - June 1994
Skills
System Architecture, Project Management, Databases, Web Applications, Management, Strategy, C++, Testing, Quality Assurance, Oracle, Business Analysis
Education
Barry University 1990 — 1993
Masters of Science, Management and Computer Information Systems
Miami Dade College 1988 — 1990
Associate of Arts, Computer Science
Terema Inc. January 2006 - Present
UBS AG December 1999 - December 2005
LHS Communications August 1998 - August 1999
Eurex Swiss Exchange Switzerland February 1997 - July 1998
Credit Suisse July 1994 - January 1997
Jackson Memorial Hospital February 1993 - June 1994
Skills
System Architecture, Project Management, Databases, Web Applications, Management, Strategy, C++, Testing, Quality Assurance, Oracle, Business Analysis
Education
Barry University 1990 — 1993
Masters of Science, Management and Computer Information Systems
Miami Dade College 1988 — 1990
Associate of Arts, Computer Science
Brad Kaspers's UBS AG Experience June 2011 - August 2011
Job Treasury Associate at Avant
Industry Financial Services
Experience
Avant April 2015 - Present
Catapult International May 2014 - January 2015
Cerner Corporation August 2012 - February 2014
UBS AG June 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Consulting, Finance, Accounting, Brazilian Portuguese, Research, Business Analysis, Languages, Spanish (conversational), Equity Research, Capital Budgeting, Financial Audits, Revenue Forecasting, Procurement, Management, Data Analysis, Analysis, Leadership
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor's Degree of Science, Accounting
Fundação Getulio Vargas 2010 — 2010
Avant April 2015 - Present
Catapult International May 2014 - January 2015
Cerner Corporation August 2012 - February 2014
UBS AG June 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Consulting, Finance, Accounting, Brazilian Portuguese, Research, Business Analysis, Languages, Spanish (conversational), Equity Research, Capital Budgeting, Financial Audits, Revenue Forecasting, Procurement, Management, Data Analysis, Analysis, Leadership
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor's Degree of Science, Accounting
Fundação Getulio Vargas 2010 — 2010
Kevin MacBride's UBS AG Experience September 2009 - December 2009
Job Grants Specialist at The Nature Conservancy
Industry Nonprofit Organization Management
Experience
The Nature Conservancy June 2013 - Present
Texas Parks & Wildlife Department April 2012 - May 2013
Texas Parks and Wildlife Department August 2011 - March 2012
Texas Parks & Wildlife Department October 2010 - July 2011
UBS AG September 2009 - December 2009
The Texas General Land Office June 2009 - August 2009
Vail Resorts December 2008 - April 2009
Skills
Oracle E-Business Suite, Oracle Discoverer, Oracle SQL, PeopleSoft, Oracle, Excel, Access, Accounts Receivable, Accounts Payable, Account Reconciliation, Grants Administration, Financial Reporting, Sage, Grant Review, Grant Management, SAS, Teamwork, Budgets, Auditing, US GAAP, GAAP, Microsoft Excel, Analysis, Economics, General Ledger, Invoicing, Financial Audits, Internal Audit, Public Speaking, Leadership, Financial Analysis, Sarbanes-Oxley Act, Project Management, QuickBooks, Accounting, Variance Analysis, Outlook, Financial Accounting, Microsoft Word, Spreadsheets, Research, PowerPoint, Grants, Non-profits, Time Management, R, Finance, Financial Statements, Event Planning, Fundraising
Education
Colorado State University 2005 — 2010
BS, Finance
The Nature Conservancy June 2013 - Present
Texas Parks & Wildlife Department April 2012 - May 2013
Texas Parks and Wildlife Department August 2011 - March 2012
Texas Parks & Wildlife Department October 2010 - July 2011
UBS AG September 2009 - December 2009
The Texas General Land Office June 2009 - August 2009
Vail Resorts December 2008 - April 2009
Skills
Oracle E-Business Suite, Oracle Discoverer, Oracle SQL, PeopleSoft, Oracle, Excel, Access, Accounts Receivable, Accounts Payable, Account Reconciliation, Grants Administration, Financial Reporting, Sage, Grant Review, Grant Management, SAS, Teamwork, Budgets, Auditing, US GAAP, GAAP, Microsoft Excel, Analysis, Economics, General Ledger, Invoicing, Financial Audits, Internal Audit, Public Speaking, Leadership, Financial Analysis, Sarbanes-Oxley Act, Project Management, QuickBooks, Accounting, Variance Analysis, Outlook, Financial Accounting, Microsoft Word, Spreadsheets, Research, PowerPoint, Grants, Non-profits, Time Management, R, Finance, Financial Statements, Event Planning, Fundraising
Education
Colorado State University 2005 — 2010
BS, Finance
Cynthia Walshe's UBS AG Experience July 1998 - February 2012
Job Senior Litigation Paralegal
Industry Legal Services
Experience
Barclays Capital 2012 - Present
UBS AG July 1998 - February 2012
Loeb & Loeb LLP June 1986 - July 1998
Skills
Microsoft Word, Outlook, PowerPoint, Excel, LexisNexis, Westlaw
Education
Adelphi University 1982 — 1982
ABA approved Paralegal Certificate, Law
State University of New York College at Oneonta 1977 — 1981
Bachelor of Science (B.S.), Political Science
Barclays Capital 2012 - Present
UBS AG July 1998 - February 2012
Loeb & Loeb LLP June 1986 - July 1998
Skills
Microsoft Word, Outlook, PowerPoint, Excel, LexisNexis, Westlaw
Education
Adelphi University 1982 — 1982
ABA approved Paralegal Certificate, Law
State University of New York College at Oneonta 1977 — 1981
Bachelor of Science (B.S.), Political Science
Bryan Eslinger's UBS AG Experience February 2009 - Present
Job Director, Group Corporate Services at UBS AG
Industry Financial Services
Experience
UBS AG February 2009 - Present
UBS AG February 2004 - February 2009
UBS AG October 2001 - February 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Asset Managment, Investments, Risk Management, Due Diligence, Financial Risk, Strategic Financial..., Finance
Education
Hofstra University
M.B.A, Finance
UBS AG February 2009 - Present
UBS AG February 2004 - February 2009
UBS AG October 2001 - February 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Asset Managment, Investments, Risk Management, Due Diligence, Financial Risk, Strategic Financial..., Finance
Education
Hofstra University
M.B.A, Finance
David Keenan's UBS AG Experience 2005 - 2012
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
UBS AG 2005 - 2012
Barclays Capital 2000 - 2005
Fleet Financial Group 1998 - 2000
Price Waterhouse 1997 - 1998
Federal Reserve Bank of Boston 1990 - 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1990
Master of Science (MS), Finance
University of Massachusetts Lowell 1985 — 1989
BS, Finance
Morgan Stanley September 2012 - Present
UBS AG 2005 - 2012
Barclays Capital 2000 - 2005
Fleet Financial Group 1998 - 2000
Price Waterhouse 1997 - 1998
Federal Reserve Bank of Boston 1990 - 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1990
Master of Science (MS), Finance
University of Massachusetts Lowell 1985 — 1989
BS, Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS