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
Walter Juca' Walter Juca''s UBS AG Experience August 2010 - December 2012
Job
Industry Financial Services
Experience
AIG June 2013 - September 2014
UBS AG August 2010 - December 2012
Citigroup January 2007 - July 2010
Unibanco August 2005 - March 2006
BankBoston January 2001 - March 2005
BankBoston September 1998 - December 2000
Booz Allen Hamilton January 1997 - September 1998
University of Birmingham 1992 - 1997
Steola Industries 1988 - 1990
Philips January 1986 - January 1988
Skills
Lean Manufacturing, Process Improvement, Strategic Sourcing, Supply Management, Outsourcing, Procurement, Global Sourcing, Contract Negotiation, Spend Analysis, Purchasing, Project Planning, Business Process..., Forecasting, Vendor Management, Sourcing, Management, Cross-functional Team..., Project Management, Budgets, Six Sigma, Supply Chain, Strategy, Supply Chain Management, Human Resources, Change Management
Education
University of Birmingham 1992 — 1997
PhD, Manufacturing Engineering
ITA - Instituto Tecnologico de Aeronautica 1988 — 1990
MSc, Operations Research
Escola de Engenharia Mauá 1981 — 1985
BSc, Mechanical Engineering
Colegio Bandeirantes
AIG June 2013 - September 2014
UBS AG August 2010 - December 2012
Citigroup January 2007 - July 2010
Unibanco August 2005 - March 2006
BankBoston January 2001 - March 2005
BankBoston September 1998 - December 2000
Booz Allen Hamilton January 1997 - September 1998
University of Birmingham 1992 - 1997
Steola Industries 1988 - 1990
Philips January 1986 - January 1988
Skills
Lean Manufacturing, Process Improvement, Strategic Sourcing, Supply Management, Outsourcing, Procurement, Global Sourcing, Contract Negotiation, Spend Analysis, Purchasing, Project Planning, Business Process..., Forecasting, Vendor Management, Sourcing, Management, Cross-functional Team..., Project Management, Budgets, Six Sigma, Supply Chain, Strategy, Supply Chain Management, Human Resources, Change Management
Education
University of Birmingham 1992 — 1997
PhD, Manufacturing Engineering
ITA - Instituto Tecnologico de Aeronautica 1988 — 1990
MSc, Operations Research
Escola de Engenharia Mauá 1981 — 1985
BSc, Mechanical Engineering
Colegio Bandeirantes
Judith Lu Judith Lu's UBS AG Experience February 2002 - April 2010
Job Managing Director at Miracle Mile Advisors LLC, an Independent Investment Advisory Firm
Industry Financial Services
Experience
Miracle Mile Advisors July 2014 - Present
City National Bank May 2011 - July 2014
UBS AG February 2002 - April 2010
Deloitte & Touche LLP January 1998 - June 1999
Skills
Private Banking, Wealth Management, Wealth Management..., Asset Allocation, Investment Advisory, Structured Finance, Asset Management, Banking, Fixed Income, Investment Banking, Capital Markets, Series 7, Mandarin, Strategic Financial..., Latin America, Portuguese, French, Financial Planning, Multi-generational..., Conversational Italian, Asset Protection, Fluent English, Fluent Mandarin Chinese, Fluent Spanish, Conversational French, Conversational..., Private Wealth..., International private...
Education
Thunderbird School of Global Management 1999 — 2001
International MBA
University of California, Los Angeles 1992 — 1996
B.A., World Arts and Cultures/Business Administration
Miracle Mile Advisors July 2014 - Present
City National Bank May 2011 - July 2014
UBS AG February 2002 - April 2010
Deloitte & Touche LLP January 1998 - June 1999
Skills
Private Banking, Wealth Management, Wealth Management..., Asset Allocation, Investment Advisory, Structured Finance, Asset Management, Banking, Fixed Income, Investment Banking, Capital Markets, Series 7, Mandarin, Strategic Financial..., Latin America, Portuguese, French, Financial Planning, Multi-generational..., Conversational Italian, Asset Protection, Fluent English, Fluent Mandarin Chinese, Fluent Spanish, Conversational French, Conversational..., Private Wealth..., International private...
Education
Thunderbird School of Global Management 1999 — 2001
International MBA
University of California, Los Angeles 1992 — 1996
B.A., World Arts and Cultures/Business Administration
Victoria (Cranmer) Richter Victoria (Cranmer) Richter's UBS AG Experience September 2008 - November 2013
Job Senior Counsel at DLA Piper Advising on International Labor & Employment Law
Industry Law Practice
Experience
DLA Piper June 2014 - Present
UBS AG September 2008 - November 2013
Hogan Lovells 2002 - 2008
Skills
Employment Law, Litigation, Arbitration, Cross-border..., International Law, Employment Contracts, Redundancy Advice
Education
University of Cambridge 2001 — 2002
Master of Arts (MA)
The University of Law, London, UK 1999 — 2001
Post Graduate Diploma in Law
University of Cambridge 1996 — 1999
BA Hons
Bradfield College 1994 — 1996
DLA Piper June 2014 - Present
UBS AG September 2008 - November 2013
Hogan Lovells 2002 - 2008
Skills
Employment Law, Litigation, Arbitration, Cross-border..., International Law, Employment Contracts, Redundancy Advice
Education
University of Cambridge 2001 — 2002
Master of Arts (MA)
The University of Law, London, UK 1999 — 2001
Post Graduate Diploma in Law
University of Cambridge 1996 — 1999
BA Hons
Bradfield College 1994 — 1996
Allen Hurst Allen Hurst's UBS AG Experience 2007 - 2008
Job VP Client Services at Clear Measure, Inc.
Industry Computer Software
Experience
Clear Measure, Inc. August 2015 - Present
Improving Enterprises May 2007 - July 2015
KPMG December 2010 - April 2011
UBS AG 2007 - 2008
Valtech Technologies January 2005 - May 2007
Valtech January 2005 - May 2007
Skills
Agile Project Management, Leadership, IT Strategy, Agile Coaching, Agile Methodologies, ASP.NET MVC, .NET, Business Strategy, Scrum, C#, XP, Software Development, TDD, Enterprise Architecture, Software Project..., WCF, Java, JavaScript, Business Analysis, jQuery, Test Driven Development, Awesomeness, TFS, ASP.NET, XML, SOA, AJAX, Spring, SDLC, .NET Development, Visual Studio, Web Services, Microsoft SQL Server, Web Applications, T-SQL, IIS, SharePoint, Database Design, Requirements Analysis, VB.NET, Architectures, Oracle, UML, SQL, Software Solution...
Education
Texas A&M University 2001 — 2005
BS, Computer Science
Clear Measure, Inc. August 2015 - Present
Improving Enterprises May 2007 - July 2015
KPMG December 2010 - April 2011
UBS AG 2007 - 2008
Valtech Technologies January 2005 - May 2007
Valtech January 2005 - May 2007
Skills
Agile Project Management, Leadership, IT Strategy, Agile Coaching, Agile Methodologies, ASP.NET MVC, .NET, Business Strategy, Scrum, C#, XP, Software Development, TDD, Enterprise Architecture, Software Project..., WCF, Java, JavaScript, Business Analysis, jQuery, Test Driven Development, Awesomeness, TFS, ASP.NET, XML, SOA, AJAX, Spring, SDLC, .NET Development, Visual Studio, Web Services, Microsoft SQL Server, Web Applications, T-SQL, IIS, SharePoint, Database Design, Requirements Analysis, VB.NET, Architectures, Oracle, UML, SQL, Software Solution...
Education
Texas A&M University 2001 — 2005
BS, Computer Science
Heidi M. Rauh Heidi M. Rauh's UBS AG Experience September 2005 - November 2007
Job General Counsel and Chief Compliance Officer at ICE Clear U.S., Inc.
Industry Financial Services
Experience
ICE Clear U.S., Inc. September 2013 - Present
Commodity Futures Trading Commission September 2010 - September 2013
AlphaMetrix, LLC December 2007 - November 2009
UBS AG September 2005 - November 2007
Katten Muchin Rosenman LLP July 2001 - September 2005
BOARD OF TRADE CLEARING CORPORATION (now known April 1996 - July 2001
SIDLEY & AUSTIN August 1991 - April 1996
Hewitt Associates July 1986 - August 1988
Skills
Corporate Governance, Securities, Hedge Funds, Due Diligence, Corporate Law, Derivatives, Asset Managment, Legal Writing, Investments, Financial Risk, Trading, Securities Regulation, Alternative Investments, Capital Markets, Commodity, Private Equity, Finance, Financial Markets, Financial Regulation
Education
Northwestern University School of Law 1989 — 1991
JD
University of Michigan - Stephen M. Ross School of Business 1982 — 1986
BBA
ICE Clear U.S., Inc. September 2013 - Present
Commodity Futures Trading Commission September 2010 - September 2013
AlphaMetrix, LLC December 2007 - November 2009
UBS AG September 2005 - November 2007
Katten Muchin Rosenman LLP July 2001 - September 2005
BOARD OF TRADE CLEARING CORPORATION (now known April 1996 - July 2001
SIDLEY & AUSTIN August 1991 - April 1996
Hewitt Associates July 1986 - August 1988
Skills
Corporate Governance, Securities, Hedge Funds, Due Diligence, Corporate Law, Derivatives, Asset Managment, Legal Writing, Investments, Financial Risk, Trading, Securities Regulation, Alternative Investments, Capital Markets, Commodity, Private Equity, Finance, Financial Markets, Financial Regulation
Education
Northwestern University School of Law 1989 — 1991
JD
University of Michigan - Stephen M. Ross School of Business 1982 — 1986
BBA
Andrea Sainas Andrea Sainas's UBS AG Experience September 1992 - July 2010
Job Senior Vice President, Western Canada Sales for Treasury and Liquidity Management, Bank of America
Industry Banking
Experience
Bank of America May 2011 - Present
HSBC Bank Canada July 2010 - May 2011
UBS AG September 1992 - July 2010
Skills
Developing Strategic..., Identifying New..., Client Interfacing and..., Liquidity Management, Financial Services, Banking, New Business..., Treasury Management, Commercial Banking, Treasury
Education
New York University 2009 — 2009
Financial Planning
The University of British Columbia 1987 — 1991
Bachelor of Arts, International Relations
Bank of America May 2011 - Present
HSBC Bank Canada July 2010 - May 2011
UBS AG September 1992 - July 2010
Skills
Developing Strategic..., Identifying New..., Client Interfacing and..., Liquidity Management, Financial Services, Banking, New Business..., Treasury Management, Commercial Banking, Treasury
Education
New York University 2009 — 2009
Financial Planning
The University of British Columbia 1987 — 1991
Bachelor of Arts, International Relations
Ronald Carter Ronald Carter's UBS AG Experience July 2007 - September 2014
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
UBS AG July 2007 - September 2014
Pfizer Inc. September 1999 - May 2007
Accenture (Andersen Consulting) June 1989 - September 1999
Skills
Cloud Computing, IT Strategy, Marketing Strategy, Data Center, Virtualization, Program Management, Enterprise Architecture, PMO, Information Technology, Project Portfolio..., Product Management, Business Process, Governance, Vendor Management, IT Management, Outsourcing, ITIL, Business Analysis, Strategy, Integration
Education
New York University - Polytechnic School of Engineering 1987 — 1989
MS, Information Systems Engineering
Lehigh University 1982 — 1986
BS, Industrial Engineering
Morgan Stanley June 2015 - Present
UBS AG July 2007 - September 2014
Pfizer Inc. September 1999 - May 2007
Accenture (Andersen Consulting) June 1989 - September 1999
Skills
Cloud Computing, IT Strategy, Marketing Strategy, Data Center, Virtualization, Program Management, Enterprise Architecture, PMO, Information Technology, Project Portfolio..., Product Management, Business Process, Governance, Vendor Management, IT Management, Outsourcing, ITIL, Business Analysis, Strategy, Integration
Education
New York University - Polytechnic School of Engineering 1987 — 1989
MS, Information Systems Engineering
Lehigh University 1982 — 1986
BS, Industrial Engineering
Christian Clem Christian Clem's UBS AG Experience 2011 - 2011
Job Solar Design / Sales Support at EcoMark Solar
Industry Renewables & Environment
Experience
EcoMark Solar October 2014 - Present
Doyle Wealth Management January 2012 - June 2014
UBS AG 2011 - 2011
J.P. Morgan January 2009 - June 2010
Capital Solutions, Inc. June 2008 - August 2008
Crosstree Capital Partners, Inc. 2008 - 2008
Florida Capital Partners September 2007 - December 2007
Merrill Lynch & Co. January 2007 - April 2007
Education
University of Tampa - John H. Sykes College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
University of Tampa - John H. Sykes College of Business 2005 — 2008
Bachelor of Science (B.S.), Finance
University of Delaware 2004 — 2005
Business/Commerce, General
EcoMark Solar October 2014 - Present
Doyle Wealth Management January 2012 - June 2014
UBS AG 2011 - 2011
J.P. Morgan January 2009 - June 2010
Capital Solutions, Inc. June 2008 - August 2008
Crosstree Capital Partners, Inc. 2008 - 2008
Florida Capital Partners September 2007 - December 2007
Merrill Lynch & Co. January 2007 - April 2007
Education
University of Tampa - John H. Sykes College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
University of Tampa - John H. Sykes College of Business 2005 — 2008
Bachelor of Science (B.S.), Finance
University of Delaware 2004 — 2005
Business/Commerce, General
Fausto A. Rosales, Esq. Fausto A. Rosales, Esq.'s UBS AG Experience 2008 - July 2010
Job Attorney at Law at Naderpour & Associates, P.A.
Industry Law Practice
Experience
Naderpour & Associates, P.A. October 2013 - Present
The Law Office of Fausto A. Rosales, P.A. April 2013 - October 2013
Trump Dezer Development April 2012 - August 2012
US Securities and Exchange Commission January 2012 - April 2012
UBS Wealth Management June 2008 - July 2010
UBS AG 2008 - July 2010
UBS Wealth Management-Chicago December 2008 - January 2009
Skills
Legal Writing
Education
St. Thomas University School of Law 2010 — 2012
Juris Doctor (JD), Banking, Corporate, Finance, and Securities Law
University of Miami - School of Business 2005 — 2008
BBA, International Finance & Marketing; Business Management & Organization; Business Law
Coral Reef Senior High 2001 — 2005
International Baccalaureate (IB) Program
Naderpour & Associates, P.A. October 2013 - Present
The Law Office of Fausto A. Rosales, P.A. April 2013 - October 2013
Trump Dezer Development April 2012 - August 2012
US Securities and Exchange Commission January 2012 - April 2012
UBS Wealth Management June 2008 - July 2010
UBS AG 2008 - July 2010
UBS Wealth Management-Chicago December 2008 - January 2009
Skills
Legal Writing
Education
St. Thomas University School of Law 2010 — 2012
Juris Doctor (JD), Banking, Corporate, Finance, and Securities Law
University of Miami - School of Business 2005 — 2008
BBA, International Finance & Marketing; Business Management & Organization; Business Law
Coral Reef Senior High 2001 — 2005
International Baccalaureate (IB) Program
Mohit Kansal Mohit Kansal's UBS AG Experience October 2009 - July 2012
Job Seeking opportunities in Financial Technology
Industry Financial Services
Experience
UMass Boston September 2015 - Present
CurrencyDoc December 2014 - September 2015
Massachusetts Institute of Technology (MIT) July 2014 - July 2015
CrikSense LLC March 2014 - January 2015
UIDAI, Government of India July 2013 - August 2013
Emo2 Inc. June 2013 - July 2013
Claro Energy July 2012 - August 2012
UBS AG October 2009 - July 2012
Merrill Lynch July 2007 - October 2009
UBS AG May 2006 - July 2006
Skills
Equity Derivatives, Arbitrage, Market Making, ETFs, Structured Products, Derivatives, Equities, Capital Markets, Emerging Markets, Volatility, Trading, Renewable Energy, Waste Management, Financial Modeling, Financial Services
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship
Indian Institute of Technology, Bombay 2003 — 2007
B. Tech., Computer Science
UMass Boston September 2015 - Present
CurrencyDoc December 2014 - September 2015
Massachusetts Institute of Technology (MIT) July 2014 - July 2015
CrikSense LLC March 2014 - January 2015
UIDAI, Government of India July 2013 - August 2013
Emo2 Inc. June 2013 - July 2013
Claro Energy July 2012 - August 2012
UBS AG October 2009 - July 2012
Merrill Lynch July 2007 - October 2009
UBS AG May 2006 - July 2006
Skills
Equity Derivatives, Arbitrage, Market Making, ETFs, Structured Products, Derivatives, Equities, Capital Markets, Emerging Markets, Volatility, Trading, Renewable Energy, Waste Management, Financial Modeling, Financial Services
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship
Indian Institute of Technology, Bombay 2003 — 2007
B. Tech., Computer Science
Keith Armington's UBS AG Experience July 2010 - August 2010
Job Senior Associate at PwC Consulting
Industry Management Consulting
Experience
PwC February 2012 - Present
UBS AG July 2010 - August 2010
Johnson and Johnson January 2010 - July 2010
Starwood Hotels & Resorts Worldwide, Inc. May 2008 - August 2009
Keith A's Service January 2002 - July 2007
Skills
Strategy, Forecasting, Finance, Analysis, Leadership, Management, Business Strategy, Marketing, Sales, Financial Modeling, Financial Analysis, New Product Roll Out, Strategic Planning, Operations Management, Media & Entertainment, Hospitality Management, Consumer Healthcare, Entrepreneurship, Corporate Finance, Volunteering, College Recruiting, Program Management, Project Management, Portfolio Management
Education
Penn State University 2007 — 2011
BS in Finance with Honors, Engineering Entrepreneurship
PwC February 2012 - Present
UBS AG July 2010 - August 2010
Johnson and Johnson January 2010 - July 2010
Starwood Hotels & Resorts Worldwide, Inc. May 2008 - August 2009
Keith A's Service January 2002 - July 2007
Skills
Strategy, Forecasting, Finance, Analysis, Leadership, Management, Business Strategy, Marketing, Sales, Financial Modeling, Financial Analysis, New Product Roll Out, Strategic Planning, Operations Management, Media & Entertainment, Hospitality Management, Consumer Healthcare, Entrepreneurship, Corporate Finance, Volunteering, College Recruiting, Program Management, Project Management, Portfolio Management
Education
Penn State University 2007 — 2011
BS in Finance with Honors, Engineering Entrepreneurship
Antonio Cammarano Antonio Cammarano's UBS AG Experience May 2011 - Present
Job Director, Group Marketing & Communications Services
Industry Financial Services
Experience
UBS AG May 2011 - Present
UBS Financial Services Inc. 2003 - 2011
UBS PaineWebber (UBS Financial Services Inc.) 2001 - 2003
UBS PaineWebber (UBS Financial Services Inc.) 1999 - 2001
Prudential Financial 1996 - 1999
Skills
Financial Services, Internal Communications, Business Analysis, Strategic Planning, Project Management, Marketing Communications, Business Strategy, Analytics, Process Improvement, Leadership, Management, Strategy
Education
Montclair State University 1992 — 1996
BS, Business Administration/Marketing
UBS AG May 2011 - Present
UBS Financial Services Inc. 2003 - 2011
UBS PaineWebber (UBS Financial Services Inc.) 2001 - 2003
UBS PaineWebber (UBS Financial Services Inc.) 1999 - 2001
Prudential Financial 1996 - 1999
Skills
Financial Services, Internal Communications, Business Analysis, Strategic Planning, Project Management, Marketing Communications, Business Strategy, Analytics, Process Improvement, Leadership, Management, Strategy
Education
Montclair State University 1992 — 1996
BS, Business Administration/Marketing
Eli Butnaru's UBS AG Experience November 2001 - May 2004
Job Chief Executive Officer at Mora Wealth Management LLC
Industry Investment Management
Experience
Mora Wealth Management LLC August 2011 - Present
UBS International June 2006 - July 2010
UBS UBS AG June 2004 - June 2006
UBS AG November 2001 - May 2004
Citibank January 1998 - January 2001
Citibank January 1996 - January 1998
Citibank Trust Florida January 1994 - January 1996
Citibank Private Bank January 1990 - January 1994
Citibank January 1987 - January 1990
Citibank January 1984 - January 1987
Skills
Wealth Management, Treasury Management, Cash Management, Loans, Alternative Investments, Structured Products, Hedge Funds, Emerging Markets, Equities, Fixed Income, Investment Banking, Capital Markets, Portfolio Management, Asset Management, Investments, Financial Services
Education
Louisiana University 1979 — 1984
B.S, Production Management and Finance
Louisiana State University 1980 — 1983
BS, Production Management & Finance
Mora Wealth Management LLC August 2011 - Present
UBS International June 2006 - July 2010
UBS UBS AG June 2004 - June 2006
UBS AG November 2001 - May 2004
Citibank January 1998 - January 2001
Citibank January 1996 - January 1998
Citibank Trust Florida January 1994 - January 1996
Citibank Private Bank January 1990 - January 1994
Citibank January 1987 - January 1990
Citibank January 1984 - January 1987
Skills
Wealth Management, Treasury Management, Cash Management, Loans, Alternative Investments, Structured Products, Hedge Funds, Emerging Markets, Equities, Fixed Income, Investment Banking, Capital Markets, Portfolio Management, Asset Management, Investments, Financial Services
Education
Louisiana University 1979 — 1984
B.S, Production Management and Finance
Louisiana State University 1980 — 1983
BS, Production Management & Finance
Max Squire Max Squire's UBS AG Experience June 2006 - August 2011
Job Foreign Exchange Operations Specialist
Industry Investment Banking
Experience
Citi October 2013 - Present
UBS, AG June 2006 - August 2011
UBS AG April 2004 - June 2006
UBS, AG October 2000 - April 2004
Citigroup May 1996 - June 1998
Skills
Middle Office, FX trading, Foreign Exchange, Financial Risk, Hedge Funds, Settlement, FX Options, Banking, Fixed Income, Derivatives, Finance, Investment Banking, Structured Products, Trading
Education
University of Colorado at Boulder 1987 — 1990
Bachelor of Arts, Philosophy
Citi October 2013 - Present
UBS, AG June 2006 - August 2011
UBS AG April 2004 - June 2006
UBS, AG October 2000 - April 2004
Citigroup May 1996 - June 1998
Skills
Middle Office, FX trading, Foreign Exchange, Financial Risk, Hedge Funds, Settlement, FX Options, Banking, Fixed Income, Derivatives, Finance, Investment Banking, Structured Products, Trading
Education
University of Colorado at Boulder 1987 — 1990
Bachelor of Arts, Philosophy
Alissa Potter's UBS AG Experience June 2010 - August 2010
Job Product Marketing and Operations Manager at Perseus.
Industry Financial Services
Experience
Perseus. August 2015 - Present
Morgan Stanley Wealth Management January 2015 - August 2015
Morgan Stanley Wealth Management June 2013 - January 2015
IBM Global Business Services August 2011 - May 2013
Puritek, Inc. January 2010 - December 2010
UBS AG June 2010 - August 2010
FX and Fox Cable Networks June 2009 - August 2009
Skills
Strategy, Business Analysis, Leadership, Business Strategy, Business Process..., Management Consulting, Microsoft Excel, Finance, Financial Services, Management, Program Management, Financial Analysis, Social Media, Microsoft Office, PowerPoint, Analysis, SharePoint, Consulting, IT Strategy, Business Transformation, Data Analysis, Analytics, Marketing Strategy, Business Process, B2B Marketing Strategy, Presentation Development, Strategic Planning, Process Improvement, Digital Strategy, Product Management, User Experience Design, Product Marketing
Education
Lehigh University 2007 — 2011
Bachelor of Science, Integrated Business and Engineering (IBE) Honors Program, Industrial Engineering
Perseus. August 2015 - Present
Morgan Stanley Wealth Management January 2015 - August 2015
Morgan Stanley Wealth Management June 2013 - January 2015
IBM Global Business Services August 2011 - May 2013
Puritek, Inc. January 2010 - December 2010
UBS AG June 2010 - August 2010
FX and Fox Cable Networks June 2009 - August 2009
Skills
Strategy, Business Analysis, Leadership, Business Strategy, Business Process..., Management Consulting, Microsoft Excel, Finance, Financial Services, Management, Program Management, Financial Analysis, Social Media, Microsoft Office, PowerPoint, Analysis, SharePoint, Consulting, IT Strategy, Business Transformation, Data Analysis, Analytics, Marketing Strategy, Business Process, B2B Marketing Strategy, Presentation Development, Strategic Planning, Process Improvement, Digital Strategy, Product Management, User Experience Design, Product Marketing
Education
Lehigh University 2007 — 2011
Bachelor of Science, Integrated Business and Engineering (IBE) Honors Program, Industrial Engineering
Edna Addo Edna Addo's UBS AG Experience October 2014 - Present
Job Program Trading/Direct Execution Equities Operations Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank May 2015 - Present
UBS AG October 2014 - Present
UBS Investment Bank August 2011 - Present
UBS Investment Bank June 2013 - October 2014
New York Society of Security Analysts June 2009 - August 2009
Skills
Leadership, Trading Systems, Sales Operations, Critical Thinking, Client Relations Skills, Project Management, Work in A Fast Paced..., Works well with a team, Proactive self-starter, Organized Multi-tasker, Bloomberg, Capital Markets, Equities, Investments, Valuation, Hedge Funds
Education
State University of New York at Stony Brook 2007 — 2011
Bachelor of Science (BS), Business Management - Finance concentration, Magna cum Laude
State University of New York at Stony Brook 2007 — 2011
Bachelor of Arts (BA), Economics, Magna cum Laude
UBS Investment Bank May 2015 - Present
UBS AG October 2014 - Present
UBS Investment Bank August 2011 - Present
UBS Investment Bank June 2013 - October 2014
New York Society of Security Analysts June 2009 - August 2009
Skills
Leadership, Trading Systems, Sales Operations, Critical Thinking, Client Relations Skills, Project Management, Work in A Fast Paced..., Works well with a team, Proactive self-starter, Organized Multi-tasker, Bloomberg, Capital Markets, Equities, Investments, Valuation, Hedge Funds
Education
State University of New York at Stony Brook 2007 — 2011
Bachelor of Science (BS), Business Management - Finance concentration, Magna cum Laude
State University of New York at Stony Brook 2007 — 2011
Bachelor of Arts (BA), Economics, Magna cum Laude
Debbie Ettinger Debbie Ettinger's UBS AG Experience 2007 - 2010
Job SVP Finance & Accounting at Rushmore Loan Management Services LLC (Investor Accounting & Reporting)
Industry Investment Management
Experience
Rushmore Loan Management Services LLC 2010 - Present
UBS AG 2007 - 2010
People's Choice Home Loan 2002 - 2007
Skills
Financial Reporting, Financial Modeling, Mortgage Banking, Corporate Finance, Risk Management, Negotiation, Outlook, Real Estate, Investor Accounting -..., Investor Reporting -..., Corporate Treasury &..., GL Maintenance -..., Debt Compliance..., Financial Statement..., Footnotes to Financials, Regulatory Financial..., Banking, Credit, Asset Management, Portfolio Management, Loans
Education
Pepperdine University 1992 — 1994
BA
Rushmore Loan Management Services LLC 2010 - Present
UBS AG 2007 - 2010
People's Choice Home Loan 2002 - 2007
Skills
Financial Reporting, Financial Modeling, Mortgage Banking, Corporate Finance, Risk Management, Negotiation, Outlook, Real Estate, Investor Accounting -..., Investor Reporting -..., Corporate Treasury &..., GL Maintenance -..., Debt Compliance..., Financial Statement..., Footnotes to Financials, Regulatory Financial..., Banking, Credit, Asset Management, Portfolio Management, Loans
Education
Pepperdine University 1992 — 1994
BA
Apurba Nath Apurba Nath's UBS AG Experience June 2004 - May 2010
Job VP Global Technology at JPMorgan Chase
Industry Capital Markets
Experience
JPMorgan Chase March 2014 - Present
BNP Paribas March 2013 - December 2013
Citigroup/LAVA July 2011 - May 2012
Nomura May 2010 - July 2011
UBS AG June 2004 - May 2010
Schwab Capital Markets March 2000 - April 2004
Electronics For Imaging September 1997 - March 2000
Pipeline Associates August 1996 - September 1997
Skills
FIX Protocol, SQL, Back Office, Shell Scripting, Equities, Electronic Trading, Equity Derivatives, Trading Systems, Market Data, Java, Perl, Middle Office, Equity Trading, Unix Shell Scripting, Order Routing, US Equities, Front Office Support
Education
Montclair State University
Bachelor of Science (B.S.), Computer Science
JPMorgan Chase March 2014 - Present
BNP Paribas March 2013 - December 2013
Citigroup/LAVA July 2011 - May 2012
Nomura May 2010 - July 2011
UBS AG June 2004 - May 2010
Schwab Capital Markets March 2000 - April 2004
Electronics For Imaging September 1997 - March 2000
Pipeline Associates August 1996 - September 1997
Skills
FIX Protocol, SQL, Back Office, Shell Scripting, Equities, Electronic Trading, Equity Derivatives, Trading Systems, Market Data, Java, Perl, Middle Office, Equity Trading, Unix Shell Scripting, Order Routing, US Equities, Front Office Support
Education
Montclair State University
Bachelor of Science (B.S.), Computer Science
Brian Friedrich Brian Friedrich's UBS AG Experience June 2007 - August 2007
Job Credit Trading Analyst at Citi
Industry Financial Services
Experience
Citigroup, Inc. January 2013 - Present
Citi July 2010 - December 2012
UBS AG, Group Tax May 2009 - August 2009
UBS AG, Group Tax June 2008 - August 2008
UBS AG June 2007 - August 2007
UBS AG June 2006 - August 2006
Education
Penn State University 2006 — 2010
Bachlors, Finance, Economics
Citigroup, Inc. January 2013 - Present
Citi July 2010 - December 2012
UBS AG, Group Tax May 2009 - August 2009
UBS AG, Group Tax June 2008 - August 2008
UBS AG June 2007 - August 2007
UBS AG June 2006 - August 2006
Education
Penn State University 2006 — 2010
Bachlors, Finance, Economics
Claudio M. Cofré's UBS AG Experience 2010 - Present
Job Senior IT Manager, Infrastructure & Service Management
Industry Financial Services
Experience
UBS AG 2010 - Present
UBS AG 2006 - 2009
UBS AG 2001 - 2005
PaineWebber, Inc. 1992 - 2001
ABB 1990 - 1991
Skills
IT Service Management, IT Strategy, Risk Management, Engineering, Service Delivery, Program Management, ITIL, Integration, IT Infrastructure, Relationship Management, Virtualization, Enterprise IT..., Infrastructure, Project Management, Disaster Recovery, CRM, Storage, Security, Governance, IT Infrastructure..., Data Center, Management, Servers, PMP, Cloud Computing, Strategy, Networking, System Administration, Outsourcing, SDLC, Project Portfolio..., Vendor Management, IT Management, Offshoring, Enterprise Architecture, IT Operations, Business Continuity, PMO, Firewalls, Solution Architecture, Databases
Education
Stevens Institute of Technology 1993 — 1994
Stevens Institute of Technology
BE
UBS AG 2010 - Present
UBS AG 2006 - 2009
UBS AG 2001 - 2005
PaineWebber, Inc. 1992 - 2001
ABB 1990 - 1991
Skills
IT Service Management, IT Strategy, Risk Management, Engineering, Service Delivery, Program Management, ITIL, Integration, IT Infrastructure, Relationship Management, Virtualization, Enterprise IT..., Infrastructure, Project Management, Disaster Recovery, CRM, Storage, Security, Governance, IT Infrastructure..., Data Center, Management, Servers, PMP, Cloud Computing, Strategy, Networking, System Administration, Outsourcing, SDLC, Project Portfolio..., Vendor Management, IT Management, Offshoring, Enterprise Architecture, IT Operations, Business Continuity, PMO, Firewalls, Solution Architecture, Databases
Education
Stevens Institute of Technology 1993 — 1994
Stevens Institute of Technology
BE
Christina Coronel-Bambina Christina Coronel-Bambina's UBS AG Experience November 2000 - July 2012
Job Human Resources Business Partner at UBS AG
Industry Financial Services
Experience
UBS AG November 2000 - July 2012
Emigrant Savings Bank May 1999 - November 2000
HSBC (formerly Republic National Bank of NY) July 1994 - April 1999
Skills
Talent Management, Talent Acquisition, Performance Management, Human Resources, Strategy, Leadership, Recruiting, Employee Relations
Education
Columbia University, Teachers College
Master of Arts, Organizational Psychology
Pace University - Lubin School of Business
Bachelor of Business Administration, International Management
UBS AG November 2000 - July 2012
Emigrant Savings Bank May 1999 - November 2000
HSBC (formerly Republic National Bank of NY) July 1994 - April 1999
Skills
Talent Management, Talent Acquisition, Performance Management, Human Resources, Strategy, Leadership, Recruiting, Employee Relations
Education
Columbia University, Teachers College
Master of Arts, Organizational Psychology
Pace University - Lubin School of Business
Bachelor of Business Administration, International Management
Alexander Kozlov Alexander Kozlov's UBS AG Experience September 2006 - November 2010
Job Consulting Member Of Technical Staff at Oracle
Industry Information Technology and Services
Experience
Oracle March 2013 - Present
Citigroup January 2011 - March 2013
UBS AG September 2006 - November 2010
Graham Capital Management February 2003 - September 2006
ILX Systems 1998 - 2001
Dynamo Development Inc. 1997 - 1998
Skills
Fixed Income, Trading, FX Options, Market Data, Equities, Interest Rate..., Credit Derivatives, Trading Systems, Integration, Commodity, Architecture, Risk Management, OOAD, Distributed Systems, .NET, Software Design, Multithreading, FX trading, Electronic Trading, Derivatives, Securities, Sybase, Low Latency, Enterprise Software, SQL, Algorithms, Middleware, Agile Methodologies, Software Development, SDLC, C++, Web Services, Microsoft SQL Server, C#, Enterprise Architecture, Software Engineering, IT Strategy, C, XML, Databases, Programming, Consulting, Strategy, Object Oriented Design, OOP, SOA
Education
Московский Государственный Университет им. М.В. Ломоносова (МГУ) 1977 — 1987
PhD, Theoretical and Mathematical Physics
Oracle March 2013 - Present
Citigroup January 2011 - March 2013
UBS AG September 2006 - November 2010
Graham Capital Management February 2003 - September 2006
ILX Systems 1998 - 2001
Dynamo Development Inc. 1997 - 1998
Skills
Fixed Income, Trading, FX Options, Market Data, Equities, Interest Rate..., Credit Derivatives, Trading Systems, Integration, Commodity, Architecture, Risk Management, OOAD, Distributed Systems, .NET, Software Design, Multithreading, FX trading, Electronic Trading, Derivatives, Securities, Sybase, Low Latency, Enterprise Software, SQL, Algorithms, Middleware, Agile Methodologies, Software Development, SDLC, C++, Web Services, Microsoft SQL Server, C#, Enterprise Architecture, Software Engineering, IT Strategy, C, XML, Databases, Programming, Consulting, Strategy, Object Oriented Design, OOP, SOA
Education
Московский Государственный Университет им. М.В. Ломоносова (МГУ) 1977 — 1987
PhD, Theoretical and Mathematical Physics
Richard Feder Richard Feder's UBS AG Experience November 2000 - December 2003
Job Partner at Feder Insurance Services
Industry Insurance
Experience
Feder Insurance Services January 2010 - Present
UBS Financial Services January 2007 - June 2008
UBS Financial Services January 2005 - December 2006
UBS AG November 2000 - December 2003
PaineWebber Group Inc. January 1994 - November 2000
PaineWebber Group Inc. June 1985 - January 1994
Skills
Long Term Care Insurance, Business
Education
Rutgers University-New Brunswick 1971 — 1975
BA, Finance
Pace University
MBA, Financial Management
Feder Insurance Services January 2010 - Present
UBS Financial Services January 2007 - June 2008
UBS Financial Services January 2005 - December 2006
UBS AG November 2000 - December 2003
PaineWebber Group Inc. January 1994 - November 2000
PaineWebber Group Inc. June 1985 - January 1994
Skills
Long Term Care Insurance, Business
Education
Rutgers University-New Brunswick 1971 — 1975
BA, Finance
Pace University
MBA, Financial Management
Scott Gerdes, CFA, CAIA Scott Gerdes, CFA, CAIA's UBS AG Experience March 2007 - December 2008
Job Investment Associate at Tulane University Endowment Fund
Industry Financial Services
Experience
Tulane University Endowment Fund July 2014 - Present
Tulane University Endowment Fund June 2011 - June 2014
UBS AG March 2007 - December 2008
Fifth Third Securities May 2006 - August 2006
Skills
Investments, Bloomberg, Portfolio Management, Financial Modeling, Valuation, Business Strategy, Equity Research
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Finance and Energy Markets
Vanderbilt University 2002 — 2006
Bachelors of Science, Economics and Finance
Tulane University Endowment Fund July 2014 - Present
Tulane University Endowment Fund June 2011 - June 2014
UBS AG March 2007 - December 2008
Fifth Third Securities May 2006 - August 2006
Skills
Investments, Bloomberg, Portfolio Management, Financial Modeling, Valuation, Business Strategy, Equity Research
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Finance and Energy Markets
Vanderbilt University 2002 — 2006
Bachelors of Science, Economics and Finance
Edward Hayes, MBA Edward Hayes, MBA's UBS AG Experience 2000 - 2009
Job Compliance Program Manager
Industry Financial Services
Experience
Instinet, LLC October 2013 - Present
Financial Executive Networking Group (FENG) January 2010 - Present
BNY Mellon May 2013 - September 2013
FEMA Contractor December 2012 - April 2013
UBS AG 2000 - 2009
UBS Securities, LLC March 1986 - June 2000
Skills
Program Management, Bank Holding Act, Securities Regulation, SEC reporting, Enterprise Risk..., Trading systems, Performance Monitoring, Derivatives, Equities, Trade Surveillance, Team Management, SEC filings, Surveillance, Financial Risk, Trading Systems, Performance Management, Analysis, Hedge Funds, Financial Services, Finance, Banking, Management, Bloomberg, Securities, Leadership, Portfolio Management, Risk Management
Education
MBA Pace University - Lubin School of Business 1987 — 1990
MBA Finance, MBA Finance
Stockton University 1978 — 1982
BS, Accounting
St Josephs High School, Metuchen NJ
College Prep
Instinet, LLC October 2013 - Present
Financial Executive Networking Group (FENG) January 2010 - Present
BNY Mellon May 2013 - September 2013
FEMA Contractor December 2012 - April 2013
UBS AG 2000 - 2009
UBS Securities, LLC March 1986 - June 2000
Skills
Program Management, Bank Holding Act, Securities Regulation, SEC reporting, Enterprise Risk..., Trading systems, Performance Monitoring, Derivatives, Equities, Trade Surveillance, Team Management, SEC filings, Surveillance, Financial Risk, Trading Systems, Performance Management, Analysis, Hedge Funds, Financial Services, Finance, Banking, Management, Bloomberg, Securities, Leadership, Portfolio Management, Risk Management
Education
MBA Pace University - Lubin School of Business 1987 — 1990
MBA Finance, MBA Finance
Stockton University 1978 — 1982
BS, Accounting
St Josephs High School, Metuchen NJ
College Prep
Mark Tabs Mark Tabs's UBS AG Experience March 2015 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS AG March 2015 - Present
UBS AG September 2012 - March 2015
UBS AG May 2009 - September 2012
UBS Investment Bank March 2004 - May 2009
UBS Investment Bank January 2001 - February 2004
Wiener, Goodman & Co, PC September 1997 - December 2000
Ernst & Young August 1994 - September 1997
Skills
AML, KYC, Investment Banking, Operational Risk..., Compliance, Legal Technology, Surveillance, Accounting, Business Analysis, IT Strategy, Financial Services, Strategy, Outsourcing, Business Analytics, Digital Forensics, Finance, Management, Predictive Analytics, Consulting, Equities, Leadership, Project Management, Risk Management, Vendor Management
Education
Rutgers University 1993 — 1994
Master of Business Administration (M.B.A.), Accounting
University of Wisconsin-Madison 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Westfield High School 1986 — 1988
Liberal Arts, Liberal Arts
UBS AG March 2015 - Present
UBS AG September 2012 - March 2015
UBS AG May 2009 - September 2012
UBS Investment Bank March 2004 - May 2009
UBS Investment Bank January 2001 - February 2004
Wiener, Goodman & Co, PC September 1997 - December 2000
Ernst & Young August 1994 - September 1997
Skills
AML, KYC, Investment Banking, Operational Risk..., Compliance, Legal Technology, Surveillance, Accounting, Business Analysis, IT Strategy, Financial Services, Strategy, Outsourcing, Business Analytics, Digital Forensics, Finance, Management, Predictive Analytics, Consulting, Equities, Leadership, Project Management, Risk Management, Vendor Management
Education
Rutgers University 1993 — 1994
Master of Business Administration (M.B.A.), Accounting
University of Wisconsin-Madison 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Westfield High School 1986 — 1988
Liberal Arts, Liberal Arts
Seloie McLeish's UBS AG Experience April 2011 - October 2013
Job Prime Brokerage Onboarding
Industry Investment Banking
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch November 2013 - June 2015
UBS AG April 2011 - October 2013
J.P. Morgan March 2008 - April 2011
J.P. Morgan July 2006 - March 2008
Skills
Equities, Fixed Income, Investment Banking, Derivatives, Bloomberg, Financial Markets, Trading Systems, Structured Products, Options, Equity Derivatives, Credit Derivatives, Swaps, Relationship Management, Commodity, Middle Office
Education
St. John's University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Merrill Lynch July 2015 - Present
Merrill Lynch November 2013 - June 2015
UBS AG April 2011 - October 2013
J.P. Morgan March 2008 - April 2011
J.P. Morgan July 2006 - March 2008
Skills
Equities, Fixed Income, Investment Banking, Derivatives, Bloomberg, Financial Markets, Trading Systems, Structured Products, Options, Equity Derivatives, Credit Derivatives, Swaps, Relationship Management, Commodity, Middle Office
Education
St. John's University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Donald Groover Donald Groover's UBS AG Experience November 2006 - April 2009
Job Chief Executive Member, Colnbrook Consullting, LLC
Industry Financial Services
Experience
Thomas Nelson Community College August 2015 - Present
Colnbrook Consulting, LLC November 2009 - Present
UBS AG November 2006 - April 2009
Zurich Financial Services 1997 - 2006
Lincoln Financial Group 1995 - 1997
Chalke Incorporated 1990 - 1995
First Colony Life Insurance Company 1985 - 1990
St. Catherine University 1983 - 1987
St. Catherine University 1983 - 1987
Skills
ALM, Market Risk, Quantitative Analytics, Risk Management, Capital Management, Fixed Annuities, Hedging, Economic Capital, Financial Risk, Enterprise Risk..., Fixed Income, Derivatives, Investment Strategies, Financial Institutions, Insurance, Reinsurance, Structured Products, Asset Allocation, Portfolio Management, Capital Markets, Quantitative Finance, Options, Bonds, Asset Management, Investment Management, Finance, Actuarial Science, Economics, Life Insurance, Investments, Valuation, Strategy, Financial Modeling, Financial Services, Financial Markets, Credit Risk, Alternative Investments
Education
University of Minnesota-Twin Cities 1977 — 1983
ABD, Agricultural and Applied Economics
Penn State University 1975 — 1977
Masters Studies, Agricultural Economics and Rural Sociology
Virginia Polytechnic Institute and State University 1971 — 1975
BS, Agricultural Economics
Thomas Nelson Community College August 2015 - Present
Colnbrook Consulting, LLC November 2009 - Present
UBS AG November 2006 - April 2009
Zurich Financial Services 1997 - 2006
Lincoln Financial Group 1995 - 1997
Chalke Incorporated 1990 - 1995
First Colony Life Insurance Company 1985 - 1990
St. Catherine University 1983 - 1987
St. Catherine University 1983 - 1987
Skills
ALM, Market Risk, Quantitative Analytics, Risk Management, Capital Management, Fixed Annuities, Hedging, Economic Capital, Financial Risk, Enterprise Risk..., Fixed Income, Derivatives, Investment Strategies, Financial Institutions, Insurance, Reinsurance, Structured Products, Asset Allocation, Portfolio Management, Capital Markets, Quantitative Finance, Options, Bonds, Asset Management, Investment Management, Finance, Actuarial Science, Economics, Life Insurance, Investments, Valuation, Strategy, Financial Modeling, Financial Services, Financial Markets, Credit Risk, Alternative Investments
Education
University of Minnesota-Twin Cities 1977 — 1983
ABD, Agricultural and Applied Economics
Penn State University 1975 — 1977
Masters Studies, Agricultural Economics and Rural Sociology
Virginia Polytechnic Institute and State University 1971 — 1975
BS, Agricultural Economics
Edward Finta's UBS AG Experience December 2006 - December 2008
Job Head of GEMS IT at BG Group
Industry Information Technology and Services
Experience
BG Group July 2015 - Present
BG Group January 2014 - July 2015
BG Group January 2009 - February 2014
UBS AG December 2006 - December 2008
DTE Energy Trading December 2002 - November 2006
Dynegy March 2000 - November 2002
Skills
Architecture, Business Objects, Agile, TIBCO, Power Plants, Pipelines, Maximo, Commodities, Endur, Openlink, Energy Trading, Natural Gas, Energy, Gas, Business Analysis, Risk Management, Integration, Oil, PMO, Program Management, ETRM, Energy Markets, IT Strategy, Trading Systems, SDLC, Business Intelligence, Enterprise Architecture, Project Planning, Portfolio Management, Project Portfolio..., Management Consulting, IT Management, Contract Negotiation, Consultancy, Commodity Markets, Commodity, Financial Risk, Agile Methodologies, Petroleum
Education
Texas Tech University 1986 — 1990
BBA, MIS
BG Group July 2015 - Present
BG Group January 2014 - July 2015
BG Group January 2009 - February 2014
UBS AG December 2006 - December 2008
DTE Energy Trading December 2002 - November 2006
Dynegy March 2000 - November 2002
Skills
Architecture, Business Objects, Agile, TIBCO, Power Plants, Pipelines, Maximo, Commodities, Endur, Openlink, Energy Trading, Natural Gas, Energy, Gas, Business Analysis, Risk Management, Integration, Oil, PMO, Program Management, ETRM, Energy Markets, IT Strategy, Trading Systems, SDLC, Business Intelligence, Enterprise Architecture, Project Planning, Portfolio Management, Project Portfolio..., Management Consulting, IT Management, Contract Negotiation, Consultancy, Commodity Markets, Commodity, Financial Risk, Agile Methodologies, Petroleum
Education
Texas Tech University 1986 — 1990
BBA, MIS
Kevin Whittinghill Kevin Whittinghill's UBS AG Experience January 2001 - January 2005
Job Publishing Specialist at Horsley Bridge Partners
Industry Graphic Design
Experience
Horsley Bridge Partners March 2015 - Present
Credit Suisse March 2014 - Present
LarsenBrown Staffing September 2012 - March 2014
Lazard Freres LTD January 2006 - September 2013
Williams Lea July 2012 - November 2012
Olive Productions, LLC January 2008 - February 2009
Hinton Battle Theater Laboratory January 2005 - January 2007
UBS AG January 2001 - January 2005
Skills
Graphics, Adobe Creative Suite, Adobe Acrobat, QuarkXPress, Illustrator, Graphic Design, Mac, Microsoft Office, Logo Design, InDesign, Interaction Design, Dreamweaver, Web Design, User Interface Design, WordPress, OS X, Photoshop, Adobe Fireworks, CMS, Brochures, Premiere, HTML, CSS
Education
University of California, Santa Cruz
B.A, Literature (Creative Writing) and Theater Arts
Horsley Bridge Partners March 2015 - Present
Credit Suisse March 2014 - Present
LarsenBrown Staffing September 2012 - March 2014
Lazard Freres LTD January 2006 - September 2013
Williams Lea July 2012 - November 2012
Olive Productions, LLC January 2008 - February 2009
Hinton Battle Theater Laboratory January 2005 - January 2007
UBS AG January 2001 - January 2005
Skills
Graphics, Adobe Creative Suite, Adobe Acrobat, QuarkXPress, Illustrator, Graphic Design, Mac, Microsoft Office, Logo Design, InDesign, Interaction Design, Dreamweaver, Web Design, User Interface Design, WordPress, OS X, Photoshop, Adobe Fireworks, CMS, Brochures, Premiere, HTML, CSS
Education
University of California, Santa Cruz
B.A, Literature (Creative Writing) and Theater Arts
R. John Popolizio R. John Popolizio's UBS AG Experience March 2006 - March 2011
Job Senior Project Manager at AIG
Industry Financial Services
Experience
AIG / Modis January 2013 - March 2015
Meadowlands Hospital and Medical Center March 2007 - March 2013
UBS AG March 2006 - March 2011
ISM-New York 2002 - 2011
Devon Procurement Advisors March 2001 - June 2007
iNAUTIX TECHNOLOGIES / CSFBdirect 2000 - 2001
UPS March 1993 - November 1999
Skills
Professional Services, Software, Telecommunications, Hardware, R&D, Strategic Sourcing, Supply Management, Procurement, Spend Analysis, Vendor Management, Sourcing, E-procurement, Global Sourcing, Process Improvement, RFP, Outsourcing, Supplier Development, Supply Chain Management, Project Management, Contract Management, Contract Negotiation, Training, Business Process..., Supply Chain, Management, Change Management, Leadership, Enterprise Software, Cross-functional Team..., Program Management, Logistics, Materials Management, Negotiation, Purchasing, Team Building, Supplier Negotiation, Strategy, Six Sigma, Forecasting
Education
Florida Tech
MBA, Logistics
State University of New York College at Geneseo
BSc, Management/Psychology
AIG / Modis January 2013 - March 2015
Meadowlands Hospital and Medical Center March 2007 - March 2013
UBS AG March 2006 - March 2011
ISM-New York 2002 - 2011
Devon Procurement Advisors March 2001 - June 2007
iNAUTIX TECHNOLOGIES / CSFBdirect 2000 - 2001
UPS March 1993 - November 1999
Skills
Professional Services, Software, Telecommunications, Hardware, R&D, Strategic Sourcing, Supply Management, Procurement, Spend Analysis, Vendor Management, Sourcing, E-procurement, Global Sourcing, Process Improvement, RFP, Outsourcing, Supplier Development, Supply Chain Management, Project Management, Contract Management, Contract Negotiation, Training, Business Process..., Supply Chain, Management, Change Management, Leadership, Enterprise Software, Cross-functional Team..., Program Management, Logistics, Materials Management, Negotiation, Purchasing, Team Building, Supplier Negotiation, Strategy, Six Sigma, Forecasting
Education
Florida Tech
MBA, Logistics
State University of New York College at Geneseo
BSc, Management/Psychology
Jacqueline Griffith Crowley Jacqueline Griffith Crowley's UBS AG Experience September 2013 - November 2014
Job Vice President, Private Banker at City National Bank
Industry Financial Services
Experience
UBS AG September 2013 - November 2014
UBS Investment Bank March 2011 - September 2013
UBS Wealth Management March 2010 - March 2011
UBS Wealth Management September 2007 - March 2010
Deutsche Bank August 2006 - August 2007
Skills
Sales, Direct Sales, Strategic Planning, Lines Of Credit, New Business Development, Sales Presentations, Equities, Financial Modeling, Fixed Income, Credit Analysis, Securities, Asset Allocation, Financial Services, Wealth Management, Asset Management, Capital Markets, Investments, Portfolio Management, Investment Strategies, Sales Management, Sales Process, Family Office, Presentations, Series 7, Series 9, Series 10, Series 66, Credit
Education
Northwestern University
BA, Psychology
New York University
MA, Politics
University of Cambridge
Mountbatten Certificate, International Business
UBS AG September 2013 - November 2014
UBS Investment Bank March 2011 - September 2013
UBS Wealth Management March 2010 - March 2011
UBS Wealth Management September 2007 - March 2010
Deutsche Bank August 2006 - August 2007
Skills
Sales, Direct Sales, Strategic Planning, Lines Of Credit, New Business Development, Sales Presentations, Equities, Financial Modeling, Fixed Income, Credit Analysis, Securities, Asset Allocation, Financial Services, Wealth Management, Asset Management, Capital Markets, Investments, Portfolio Management, Investment Strategies, Sales Management, Sales Process, Family Office, Presentations, Series 7, Series 9, Series 10, Series 66, Credit
Education
Northwestern University
BA, Psychology
New York University
MA, Politics
University of Cambridge
Mountbatten Certificate, International Business
Kyle Murphy's UBS AG Experience April 2007 - May 2007
Job Mergers & Acquisitions Specialist and Valuation Practitioner at RubinBrown LLP
Industry Financial Services
Experience
RubinBrown LLP June 2013 - Present
RubinBrown LLP September 2008 - May 2013
GMAC Financial Services June 2007 - August 2007
UBS AG April 2007 - May 2007
RubinBrown LLP June 2006 - August 2006
Skills
Mergers, Acquisitions, Due Diligence, M&A due diligence, M&A experience, Valuation, Business Valuation, Litigation Support, Expert Witness, Accounting, Financial Accounting, Auditing, Finance, Financial Analysis, Financial Forecasting, Financial Modeling, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Mergers & Acquisitions, CPA
Education
Indiana University Bloomington
MBA, Financial Analysis Track
Indiana University Bloomington
Bachelor of Science in Business Administration, Double Major in Finance and Accounting
RubinBrown LLP June 2013 - Present
RubinBrown LLP September 2008 - May 2013
GMAC Financial Services June 2007 - August 2007
UBS AG April 2007 - May 2007
RubinBrown LLP June 2006 - August 2006
Skills
Mergers, Acquisitions, Due Diligence, M&A due diligence, M&A experience, Valuation, Business Valuation, Litigation Support, Expert Witness, Accounting, Financial Accounting, Auditing, Finance, Financial Analysis, Financial Forecasting, Financial Modeling, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Mergers & Acquisitions, CPA
Education
Indiana University Bloomington
MBA, Financial Analysis Track
Indiana University Bloomington
Bachelor of Science in Business Administration, Double Major in Finance and Accounting
Mark Leahy Mark Leahy's UBS AG Experience January 2007 - Present
Job Director Market Data at UBS
Industry Banking
Experience
UBS AG January 2007 - Present
UBS Investment Bank 2000 - Present
PEROT / UBS AG January 2002 - August 2007
PEROT / UBS AG March 2000 - December 2006
PEROT / UBS AG March 2000 - January 2002
Standard & Poor's October 1997 - March 2000
THOMSON FINANCIAL SERVICES October 1994 - October 1997
Knight Ridder Financial January 1993 - October 1994
Dow Jones Telerate November 1987 - January 1993
FIDUCIARY TRUST COMPANY March 1987 - November 1987
Skills
Market Data, Bloomberg, Equities, Offshoring, Trading Systems, Fixed Income, Financial Services, VAR, Reference Data, Securities, Business Analysis, Vendor Management, Bloomberg Terminal, Trading, Budgets, Management, Sales, Microsoft Excel, Investment Banking, Portfolio Management
Education
Pace University 1992 — 1996
MBA, Finance
Pace University - Lubin School of Business 1992 — 1996
Master of Business Administration (MBA), Finance, General
State University of New York College at Oswego 1981 — 1985
BA, Economics
State University of New York College at Oswego 1981 — 1985
BA, Economics
UBS AG January 2007 - Present
UBS Investment Bank 2000 - Present
PEROT / UBS AG January 2002 - August 2007
PEROT / UBS AG March 2000 - December 2006
PEROT / UBS AG March 2000 - January 2002
Standard & Poor's October 1997 - March 2000
THOMSON FINANCIAL SERVICES October 1994 - October 1997
Knight Ridder Financial January 1993 - October 1994
Dow Jones Telerate November 1987 - January 1993
FIDUCIARY TRUST COMPANY March 1987 - November 1987
Skills
Market Data, Bloomberg, Equities, Offshoring, Trading Systems, Fixed Income, Financial Services, VAR, Reference Data, Securities, Business Analysis, Vendor Management, Bloomberg Terminal, Trading, Budgets, Management, Sales, Microsoft Excel, Investment Banking, Portfolio Management
Education
Pace University 1992 — 1996
MBA, Finance
Pace University - Lubin School of Business 1992 — 1996
Master of Business Administration (MBA), Finance, General
State University of New York College at Oswego 1981 — 1985
BA, Economics
State University of New York College at Oswego 1981 — 1985
BA, Economics
Walter Schmidli Walter Schmidli's UBS AG Experience 2001 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Padgett Business Services Stamford and Greenwich, CT 2009 - Present
SwissFavorites 2009 - 2011
UBS AG 2001 - 2008
UBS 1999 - 2001
UBS Investment Bank 1994 - 1999
UBS 1991 - 1994
UBS 1990 - 1991
UBS Investment Bank 1989 - 1990
UBS 1984 - 1989
UBS 1981 - 1984
Skills
New Business Development, Negotiation, Risk Management, Accounting, Finance, Small Business, Financial Reporting, Analysis, Start-ups, Credit, Portfolio Management, Change Management, Strategic Financial..., Tax, Leadership, Investment Banking, CRM, Management, Structured Finance, Due Diligence, Credit Risk, Financial Structuring, Mergers & Acquisitions, Asset Management, Banking, Financial Modeling, Business Planning, Integration, Internal Controls, Strategy, Financial Accounting, Funding, Loans, Management Consulting, Investments, Financial Analysis, Restructuring, Corporate Finance, Securities
Education
UBS NY 1989 — 2008
Credit Training Program organized by UBS NY and Weiss Associates
Master of Law, Law
Padgett Business Services Stamford and Greenwich, CT 2009 - Present
SwissFavorites 2009 - 2011
UBS AG 2001 - 2008
UBS 1999 - 2001
UBS Investment Bank 1994 - 1999
UBS 1991 - 1994
UBS 1990 - 1991
UBS Investment Bank 1989 - 1990
UBS 1984 - 1989
UBS 1981 - 1984
Skills
New Business Development, Negotiation, Risk Management, Accounting, Finance, Small Business, Financial Reporting, Analysis, Start-ups, Credit, Portfolio Management, Change Management, Strategic Financial..., Tax, Leadership, Investment Banking, CRM, Management, Structured Finance, Due Diligence, Credit Risk, Financial Structuring, Mergers & Acquisitions, Asset Management, Banking, Financial Modeling, Business Planning, Integration, Internal Controls, Strategy, Financial Accounting, Funding, Loans, Management Consulting, Investments, Financial Analysis, Restructuring, Corporate Finance, Securities
Education
UBS NY 1989 — 2008
Credit Training Program organized by UBS NY and Weiss Associates
Master of Law, Law
Abiola Odesanmi Abiola Odesanmi's UBS AG Experience July 2007 - June 2009
Job Associate at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley August 2011 - Present
Morgan Stanley May 2010 - August 2010
UBS AG July 2007 - June 2009
UBS AG July 2007 - August 2007
Skills
Unix, ITIL, Linux, Software Development, Enterprise Architecture, Servers, Shell Scripting, Troubleshooting, Solaris, Testing, IIS, Windows, System Deployment, Active Directory, Infrastructure, Access, Change Management, Perl, Incident Management
Education
Morgan State University, School Of Engineering 2010 — 2011
M, Electrical and Computer Engineering
Morgan State University 2003 — 2007
B.Sc, Computer Science
Morgan Stanley August 2011 - Present
Morgan Stanley May 2010 - August 2010
UBS AG July 2007 - June 2009
UBS AG July 2007 - August 2007
Skills
Unix, ITIL, Linux, Software Development, Enterprise Architecture, Servers, Shell Scripting, Troubleshooting, Solaris, Testing, IIS, Windows, System Deployment, Active Directory, Infrastructure, Access, Change Management, Perl, Incident Management
Education
Morgan State University, School Of Engineering 2010 — 2011
M, Electrical and Computer Engineering
Morgan State University 2003 — 2007
B.Sc, Computer Science
Alton Pinto's UBS AG Experience February 2009 - December 2009
Job Associate Director at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions January 2010 - Present
UBS AG February 2009 - December 2009
UBS AG April 2006 - January 2009
CyberMAK Information Systems November 2004 - March 2006
MTC Vodafone 2004 - 2006
Skills
Customer Relations, People Management, Incident Management, Remedy, Business Analysis, IT Service Management, ITIL, Change Management, SDLC, Business Management, Manager of Managers, Enterprise Systems..., Programme Management, Service Delivery, Community Outreach, Portfolio Management, Business Development, Business Process..., Transitioning, Offshoring, Employee Engagement, Employee Relations, BMC Remedy, Transition Management, Solution Architecture, Team Management, IT Operations, IT Outsourcing, ITIL v3 Foundations..., Team Leadership, Program Management, Systems Management, Team Building, Problem Solving, Service Desk, Process Improvement, Global Delivery, Release Management, Governance, ITIL Certified, Operations Management, Enterprise Architecture, Business Process, IT Infrastructure..., Service Delivery..., Performance Management, Project Planning, Mentoring, Requirements Gathering, corporate so
Education
Schiller International University 2003 — 2004
MBA, Information Technology
PCCE 1999 — 2003
BE, IT
Carmel School Kuwait 1994 — 1999
HSSC, Science
Cognizant Technology Solutions January 2010 - Present
UBS AG February 2009 - December 2009
UBS AG April 2006 - January 2009
CyberMAK Information Systems November 2004 - March 2006
MTC Vodafone 2004 - 2006
Skills
Customer Relations, People Management, Incident Management, Remedy, Business Analysis, IT Service Management, ITIL, Change Management, SDLC, Business Management, Manager of Managers, Enterprise Systems..., Programme Management, Service Delivery, Community Outreach, Portfolio Management, Business Development, Business Process..., Transitioning, Offshoring, Employee Engagement, Employee Relations, BMC Remedy, Transition Management, Solution Architecture, Team Management, IT Operations, IT Outsourcing, ITIL v3 Foundations..., Team Leadership, Program Management, Systems Management, Team Building, Problem Solving, Service Desk, Process Improvement, Global Delivery, Release Management, Governance, ITIL Certified, Operations Management, Enterprise Architecture, Business Process, IT Infrastructure..., Service Delivery..., Performance Management, Project Planning, Mentoring, Requirements Gathering, corporate so
Education
Schiller International University 2003 — 2004
MBA, Information Technology
PCCE 1999 — 2003
BE, IT
Carmel School Kuwait 1994 — 1999
HSSC, Science
Balakumar Balasubramaniam's UBS AG Experience 2011 - 2013
Job Millennium Partners
Industry Research
Experience
Millennium Partners March 2013 - Present
UBS AG 2011 - 2013
Los Alamos National Laboratory 2005 - 2011
Top manufacturer of textile machinery 2006 - 2006
Skills
Matlab, C++, Fluid Dynamics, Sensors, Fortran, Numerical Analysis, Mathematica, LaTeX, Mathematical Modeling, Simulations, Signal Processing, CFD, Algorithms, Statistics, R, Labview, Machine Learning, Python, Physics, Finite Element Analysis, Turbulence, Linux, Monte Carlo Simulation, Quantitative Finance, Perl, High Performance..., Optimization
Education
University of Illinois at Urbana-Champaign 2002 — 2005
PhD, Theoretical and Applied Mechanics
University of Illinois at Urbana-Champaign 2000 — 2002
M. S., Mechanical Engineering
Indian Institute of Technology, Madras 1996 — 2000
B. Tech, Mechanical Engineering
Stanford University
Statistics
Millennium Partners March 2013 - Present
UBS AG 2011 - 2013
Los Alamos National Laboratory 2005 - 2011
Top manufacturer of textile machinery 2006 - 2006
Skills
Matlab, C++, Fluid Dynamics, Sensors, Fortran, Numerical Analysis, Mathematica, LaTeX, Mathematical Modeling, Simulations, Signal Processing, CFD, Algorithms, Statistics, R, Labview, Machine Learning, Python, Physics, Finite Element Analysis, Turbulence, Linux, Monte Carlo Simulation, Quantitative Finance, Perl, High Performance..., Optimization
Education
University of Illinois at Urbana-Champaign 2002 — 2005
PhD, Theoretical and Applied Mechanics
University of Illinois at Urbana-Champaign 2000 — 2002
M. S., Mechanical Engineering
Indian Institute of Technology, Madras 1996 — 2000
B. Tech, Mechanical Engineering
Stanford University
Statistics
Lillie Carr-Garcia's UBS AG Experience March 2000 - Present
Job Executive Assistant
Industry
Experience
UBS AG March 2000 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Research, Customer Service, English, Leadership, Windows, Sales, Teamwork, Public Speaking
Education
Pontificia Universidad Católica de Puerto Rico 1976 — 1980
Business in Secretarial Sciences
UBS AG March 2000 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Research, Customer Service, English, Leadership, Windows, Sales, Teamwork, Public Speaking
Education
Pontificia Universidad Católica de Puerto Rico 1976 — 1980
Business in Secretarial Sciences
ADNAN SHAMSI ADNAN SHAMSI's UBS AG Experience May 2008 - June 2009
Job Strategic Coaching, Planning & Advisory
Industry Professional Training & Coaching
Experience
Adnan Shamsi March 2014 - Present
Hornor Townsend & Kent July 2009 - January 2014
UBS AG May 2008 - June 2009
Penn Mutual May 2007 - April 2008
Permanent Mission to the United Nations, ROP February 2007 - May 2007
Bank of America July 1997 - February 2007
Center for Business Education and Research (CIBER) September 1996 - July 1997
Teledyne February 1996 - May 1996
The Chase Manhattan Bank 1992 - 1994
Skills
Strategic Planning, Leadership Development, Fundraising, Philanthropy, Non-profit Consulting, Global Business..., Health Insurance
Education
Thunderbird School of Global Management 1995 — 1996
MBA / MIM, Finance / International Business
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA, Economics, Middle East Studies
Adnan Shamsi March 2014 - Present
Hornor Townsend & Kent July 2009 - January 2014
UBS AG May 2008 - June 2009
Penn Mutual May 2007 - April 2008
Permanent Mission to the United Nations, ROP February 2007 - May 2007
Bank of America July 1997 - February 2007
Center for Business Education and Research (CIBER) September 1996 - July 1997
Teledyne February 1996 - May 1996
The Chase Manhattan Bank 1992 - 1994
Skills
Strategic Planning, Leadership Development, Fundraising, Philanthropy, Non-profit Consulting, Global Business..., Health Insurance
Education
Thunderbird School of Global Management 1995 — 1996
MBA / MIM, Finance / International Business
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA, Economics, Middle East Studies
Jake Aaron's UBS AG Experience March 2010 - October 2010
Job Investment Analyst Trader at UBS Bank USA
Industry Financial Services
Experience
UBS Bank USA June 2011 - Present
UBS AG March 2010 - October 2010
Merrill Lynch May 2009 - August 2009
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Investments, Fixed Income, Financial Analysis, Derivatives, Capital Markets, Portfolio Management, Valuation, Microsoft Excel, Financial Markets, Investment Strategies, Trading, Private Equity, Finance
Education
Sacred Heart University 2007 — 2011
BS, Finance and Economics
Sacred Heart University
Finance
UBS Bank USA June 2011 - Present
UBS AG March 2010 - October 2010
Merrill Lynch May 2009 - August 2009
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Investments, Fixed Income, Financial Analysis, Derivatives, Capital Markets, Portfolio Management, Valuation, Microsoft Excel, Financial Markets, Investment Strategies, Trading, Private Equity, Finance
Education
Sacred Heart University 2007 — 2011
BS, Finance and Economics
Sacred Heart University
Finance
Jason Madden's UBS AG Experience 1999 - 2006
Job
Industry Financial Services
Experience
Accordion Partners 2014 - Present
kgb (formerly InfoNXX) 2014 - 2014
GSO Capital Partners 2013 - 2013
Zelman and Associates 2011 - 2013
K. Hovnanian Homes 2009 - 2011
First Industrial Realty Trust 2008 - 2008
Morgan Stanley 2006 - 2007
UBS AG 1999 - 2006
Pfizer 2003 - 2003
Skills
Capital Markets, Mergers, Hedge Funds, Real Estate Investment, Investment Banking, Investment Properties, Valuation, Mergers & Acquisitions, Loans, Financial Modeling, Investments, Due Diligence, Equities, Finance, Private Equity, Financial Analysis, Corporate Finance, Analysis, Asset Management, Portfolio Management, Wealth Management, Venture Capital, Financial Structuring, Treasury Management, Joint Ventures, Fixed Income, Alternative Investments, Emerging Markets, Structured Finance, Restructuring, Project Finance, Equity Research, Corporate Development, Investor Relations, LBO
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance, Accounting
Johannes Gutenberg-Universität Mainz 1995 — 1997
Fulbright Scholarship, Post-Graduate Study
University of Wisconsin-Madison 1990 — 1995
BA, English; Classics
Fordham Preparatory School 1986 — 1990
Diploma, Science
Accordion Partners 2014 - Present
kgb (formerly InfoNXX) 2014 - 2014
GSO Capital Partners 2013 - 2013
Zelman and Associates 2011 - 2013
K. Hovnanian Homes 2009 - 2011
First Industrial Realty Trust 2008 - 2008
Morgan Stanley 2006 - 2007
UBS AG 1999 - 2006
Pfizer 2003 - 2003
Skills
Capital Markets, Mergers, Hedge Funds, Real Estate Investment, Investment Banking, Investment Properties, Valuation, Mergers & Acquisitions, Loans, Financial Modeling, Investments, Due Diligence, Equities, Finance, Private Equity, Financial Analysis, Corporate Finance, Analysis, Asset Management, Portfolio Management, Wealth Management, Venture Capital, Financial Structuring, Treasury Management, Joint Ventures, Fixed Income, Alternative Investments, Emerging Markets, Structured Finance, Restructuring, Project Finance, Equity Research, Corporate Development, Investor Relations, LBO
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance, Accounting
Johannes Gutenberg-Universität Mainz 1995 — 1997
Fulbright Scholarship, Post-Graduate Study
University of Wisconsin-Madison 1990 — 1995
BA, English; Classics
Fordham Preparatory School 1986 — 1990
Diploma, Science
Emmanuel D. (Manos) Hatzakis's UBS AG Experience May 2012 - September 2014
Job Investment Strategist at Merrill Lynch, Bank of America Corporation
Industry Financial Services
Experience
Merrill Lynch, Bank of America Corporation September 2014 - Present
UBS AG May 2012 - September 2014
(dba) M. De Groote & Co. November 2011 - May 2012
Goldman, Sachs & Co. August 2008 - October 2011
Merrill Lynch & Co. April 2000 - July 2008
Princeton University October 1999 - March 2000
Maritrans, Inc. (OSG) July 1995 - October 1999
ALBA Graduate Business School January 1997 - March 1997
American Airlines (SABRE Decision Technologies) October 1993 - June 1995
Atlas Copco Anläggnings- och Gruvteknik July 1986 - August 1986
Skills
Equities, Portfolio Management, Risk Management, Trading, Investments, Asset Managment, Asset Management, Derivatives, Operations Research, Quantitative Analytics, Investment Management, Bloomberg, Financial Risk, Hedge Funds, Sovereign Debt..., GDP-linked warrants, Statistics, Capital Markets, Statistical Modeling, Wealth Management, Optimization, Alternative Investments, Valuation, Analytics, Emerging Markets, Arena Simulation..., Sovereign Debt, Financial Services, Financial Structuring, SAS, Monte Carlo Simulation, Optimizations, Investment Strategies, Quantitative Finance, Financial Modeling, Microsoft Excel, Quantitative Analysis, SQL, Economics, Market Risk, Econometric Modeling, C/C++ STL, GAMS, CPLEX, Liquidity Risk, Interest Rate Risk..., Investment Banking, Mutual Funds
Education
Wharton School, University of Pennsylvania 1988 — 1993
Ph.D, Operations Research
Wharton School, University of Pennsylvania 1988 — 1992
Masters, Decision Sciences
National Technical University of Athens 1982 — 1987
Diploma, Mechanical and Industrial Engineering
Merrill Lynch, Bank of America Corporation September 2014 - Present
UBS AG May 2012 - September 2014
(dba) M. De Groote & Co. November 2011 - May 2012
Goldman, Sachs & Co. August 2008 - October 2011
Merrill Lynch & Co. April 2000 - July 2008
Princeton University October 1999 - March 2000
Maritrans, Inc. (OSG) July 1995 - October 1999
ALBA Graduate Business School January 1997 - March 1997
American Airlines (SABRE Decision Technologies) October 1993 - June 1995
Atlas Copco Anläggnings- och Gruvteknik July 1986 - August 1986
Skills
Equities, Portfolio Management, Risk Management, Trading, Investments, Asset Managment, Asset Management, Derivatives, Operations Research, Quantitative Analytics, Investment Management, Bloomberg, Financial Risk, Hedge Funds, Sovereign Debt..., GDP-linked warrants, Statistics, Capital Markets, Statistical Modeling, Wealth Management, Optimization, Alternative Investments, Valuation, Analytics, Emerging Markets, Arena Simulation..., Sovereign Debt, Financial Services, Financial Structuring, SAS, Monte Carlo Simulation, Optimizations, Investment Strategies, Quantitative Finance, Financial Modeling, Microsoft Excel, Quantitative Analysis, SQL, Economics, Market Risk, Econometric Modeling, C/C++ STL, GAMS, CPLEX, Liquidity Risk, Interest Rate Risk..., Investment Banking, Mutual Funds
Education
Wharton School, University of Pennsylvania 1988 — 1993
Ph.D, Operations Research
Wharton School, University of Pennsylvania 1988 — 1992
Masters, Decision Sciences
National Technical University of Athens 1982 — 1987
Diploma, Mechanical and Industrial Engineering
Rajeev Khanna Rajeev Khanna's UBS AG Experience October 2008 - May 2009
Job Chief Technology Officer at Aon
Industry Financial Services
Experience
AON April 2015 - Present
Expedia Inc. July 2012 - April 2015
Asurion July 2009 - July 2012
UBS AG October 2008 - May 2009
UBS AG October 2006 - October 2008
UBS AG January 2006 - October 2006
UBS November 1997 - December 2005
Pencom Systems March 1997 - October 1997
Bankers Trust August 1996 - March 1997
Paine Webber June 1995 - August 1996
Skills
Leadership, Infrastructure, Cloud Computing, IT Service Management, Data Center, Service Delivery, Strategic Planning, Vendor Management, ITIL, Disaster Recovery, CRM, Governance, Offshoring, Integration, Program Management, Management, Capacity Planning, IT Strategy, Virtualization, Servers, Enterprise Architecture, IT Operations, Enterprise Software, VMware, Networking, IT Management, Cross-functional Team..., Business Continuity, Business Intelligence, Unix, Outsourcing, Storage, System Administration, Business Process..., SDLC, Incident Management, Information Technology, Security, Service Management, Databases, Strategy, Process Improvement, Consulting, Project Management, Business Analysis, Project Portfolio..., Requirements Analysis, Solution Architecture, Software Project..., Change Management
Education
Seton Hall University 1995 — 1998
Master of Business Administration (M.B.A.), Finance, International Business
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science (B.S.), Electrical Engineering
AON April 2015 - Present
Expedia Inc. July 2012 - April 2015
Asurion July 2009 - July 2012
UBS AG October 2008 - May 2009
UBS AG October 2006 - October 2008
UBS AG January 2006 - October 2006
UBS November 1997 - December 2005
Pencom Systems March 1997 - October 1997
Bankers Trust August 1996 - March 1997
Paine Webber June 1995 - August 1996
Skills
Leadership, Infrastructure, Cloud Computing, IT Service Management, Data Center, Service Delivery, Strategic Planning, Vendor Management, ITIL, Disaster Recovery, CRM, Governance, Offshoring, Integration, Program Management, Management, Capacity Planning, IT Strategy, Virtualization, Servers, Enterprise Architecture, IT Operations, Enterprise Software, VMware, Networking, IT Management, Cross-functional Team..., Business Continuity, Business Intelligence, Unix, Outsourcing, Storage, System Administration, Business Process..., SDLC, Incident Management, Information Technology, Security, Service Management, Databases, Strategy, Process Improvement, Consulting, Project Management, Business Analysis, Project Portfolio..., Requirements Analysis, Solution Architecture, Software Project..., Change Management
Education
Seton Hall University 1995 — 1998
Master of Business Administration (M.B.A.), Finance, International Business
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science (B.S.), Electrical Engineering
Blue Thomas's UBS AG Experience May 2007 - May 2008
Job CTO at Bellhop
Industry Information Technology and Services
Experience
Bellhop June 2015 - Present
Imperative March 2014 - March 2015
Plovgh June 2011 - May 2014
IPsoft January 2009 - June 2011
The Uniform Project July 2009 - February 2011
Netpixel August 2008 - January 2009
UBS AG May 2007 - May 2008
Citigroup March 2004 - May 2007
Independence Blue Cross March 2002 - May 2003
Skills
Java, JavaScript, SDLC, Agile Methodologies, XML, Unix, Spring, Linux, Web Services, Enterprise Architecture, SQL, MySQL, JMS, AJAX, Software Development, Weblogic, Git, HTML 5, Websphere, Apache, Web Applications, Scrum, HTML, Java Enterprise Edition, Hibernate, Software Project...
Education
Temple University 1999 — 2003
Bachelor of Science, Computer and Information Science
Bellhop June 2015 - Present
Imperative March 2014 - March 2015
Plovgh June 2011 - May 2014
IPsoft January 2009 - June 2011
The Uniform Project July 2009 - February 2011
Netpixel August 2008 - January 2009
UBS AG May 2007 - May 2008
Citigroup March 2004 - May 2007
Independence Blue Cross March 2002 - May 2003
Skills
Java, JavaScript, SDLC, Agile Methodologies, XML, Unix, Spring, Linux, Web Services, Enterprise Architecture, SQL, MySQL, JMS, AJAX, Software Development, Weblogic, Git, HTML 5, Websphere, Apache, Web Applications, Scrum, HTML, Java Enterprise Edition, Hibernate, Software Project...
Education
Temple University 1999 — 2003
Bachelor of Science, Computer and Information Science
Lori Corenthal Lori Corenthal's UBS AG Experience March 2005 - September 2010
Job Executive Director, UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank May 2013 - Present
Bridgewater Associates, LP September 2010 - February 2013
UBS AG March 2005 - September 2010
Bear Stearns 1999 - 2005
Kings County District Attorneys Office August 1991 - March 1996
Education
The George Washington University Law School 1988 — 1991
University of California at Berkeley (CAL) 1983 — 1987
B.A., Social Science
UBS Investment Bank May 2013 - Present
Bridgewater Associates, LP September 2010 - February 2013
UBS AG March 2005 - September 2010
Bear Stearns 1999 - 2005
Kings County District Attorneys Office August 1991 - March 1996
Education
The George Washington University Law School 1988 — 1991
University of California at Berkeley (CAL) 1983 — 1987
B.A., Social Science
Chelsea Mattias Chelsea Mattias's UBS AG Experience August 2009 - August 2010
Job
Industry Financial Services
Experience
Capco April 2011 - Present
UBS AG August 2009 - August 2010
Skills
Equities, Financial Services, Financial Analysis, Business Analysis, Finance, Corporate Finance, Software Project..., Project Planning, Project Management, Project Delivery, Project Portfolio..., Business Planning, Business Process..., Management, Internal Controls, Forecasting, Derivatives
Education
St. Mary's University College 2009 — 2010
MBA, International Business
Marist College 2005 — 2009
BS, Business Administration
Capco April 2011 - Present
UBS AG August 2009 - August 2010
Skills
Equities, Financial Services, Financial Analysis, Business Analysis, Finance, Corporate Finance, Software Project..., Project Planning, Project Management, Project Delivery, Project Portfolio..., Business Planning, Business Process..., Management, Internal Controls, Forecasting, Derivatives
Education
St. Mary's University College 2009 — 2010
MBA, International Business
Marist College 2005 — 2009
BS, Business Administration
Brian Damato Brian Damato's UBS AG Experience June 2007 - September 2007
Job Ad Sales Research Manager at NDN, Inc.
Industry Marketing and Advertising
Experience
Inform, Inc April 2014 - Present
NDN, Inc. April 2014 - Present
New York Daily News March 2012 - April 2014
Nielsen June 2010 - March 2012
RDA Benefit Services, LLC October 2009 - June 2010
Protiviti Inc August 2008 - March 2009
UBS AG June 2007 - September 2007
Johnson & Johnson Network Computing Services May 2005 - August 2005
Skills
Analytics, Data Analysis, Market Research, Business Analysis, Customer Insight, Competitive Analysis, Microsoft Excel, Analysis, Access, Project Management, Process Improvement, Segmentation, Visio, Salesforce.com, Market Analysis, Business Intelligence, PowerPoint, Research, Financial Analysis, SDLC, Leadership
Education
Stevens Institute of Technology 2004 — 2008
BS/BA, Business and Technology
Inform, Inc April 2014 - Present
NDN, Inc. April 2014 - Present
New York Daily News March 2012 - April 2014
Nielsen June 2010 - March 2012
RDA Benefit Services, LLC October 2009 - June 2010
Protiviti Inc August 2008 - March 2009
UBS AG June 2007 - September 2007
Johnson & Johnson Network Computing Services May 2005 - August 2005
Skills
Analytics, Data Analysis, Market Research, Business Analysis, Customer Insight, Competitive Analysis, Microsoft Excel, Analysis, Access, Project Management, Process Improvement, Segmentation, Visio, Salesforce.com, Market Analysis, Business Intelligence, PowerPoint, Research, Financial Analysis, SDLC, Leadership
Education
Stevens Institute of Technology 2004 — 2008
BS/BA, Business and Technology
Jennifer Marotta Jennifer Marotta's UBS AG Experience March 2005 - January 2009
Job ISDA Negotiator at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley September 2014 - Present
UBS Investment Bank April 2009 - July 2014
UBS AG March 2005 - January 2009
UBS AG March 2000 - January 2005
UST Inc. January 1990 - 2000
Skills
Microsoft Word, Outlook, Research, Microsoft Office, Microsoft Excel, PowerPoint, English, Customer Service, Public Speaking, Windows, Legal Research, Negotiation, Editing, Litigation, Teaching, Certified Notary Public...
Education
The University of Connecticut
Paralegal Studies, Paralegal Certificate
Pace University 1992 — 1994
Business Administration and Management, General
Morgan Stanley September 2014 - Present
UBS Investment Bank April 2009 - July 2014
UBS AG March 2005 - January 2009
UBS AG March 2000 - January 2005
UST Inc. January 1990 - 2000
Skills
Microsoft Word, Outlook, Research, Microsoft Office, Microsoft Excel, PowerPoint, English, Customer Service, Public Speaking, Windows, Legal Research, Negotiation, Editing, Litigation, Teaching, Certified Notary Public...
Education
The University of Connecticut
Paralegal Studies, Paralegal Certificate
Pace University 1992 — 1994
Business Administration and Management, General
Danny Khatib Danny Khatib's UBS AG Experience 1997 - 1999
Job CoFounder, President and COO Livingly Media
Industry Internet
Experience
Livingly Media July 2005 - Present
Skype August 2004 - September 2004
Yahoo! June 2004 - August 2004
Time Warner February 2000 - June 2003
Felicite.com 1999 - 2000
UBS AG 1997 - 1999
Skills
Start-ups
Education
Stanford Graduate School of Business 2003 — 2005
MBA, General Management
The Wharton School of the University of Pennsylvania 1993 — 1997
B.S., Economics
Livingly Media July 2005 - Present
Skype August 2004 - September 2004
Yahoo! June 2004 - August 2004
Time Warner February 2000 - June 2003
Felicite.com 1999 - 2000
UBS AG 1997 - 1999
Skills
Start-ups
Education
Stanford Graduate School of Business 2003 — 2005
MBA, General Management
The Wharton School of the University of Pennsylvania 1993 — 1997
B.S., Economics
Vladimir Venediktov Vladimir Venediktov's UBS AG Experience September 2006 - March 2009
Job Computer Software Consultant
Industry Information Technology and Services
Experience
UBS AG September 2006 - March 2009
UBS Investment Bank 2006 - March 2009
Swisslinx AG 2006 - 2009
Capital Group Companies September 2005 - September 2006
Reuters 2000 - 2005
Reuters 2000 - 2005
ITN 1999 - 2000
Skills
Trading Systems, Market Data, Electronic Trading, Fixed Income, Derivatives, Sybase, Equity Derivatives, Exchange Connectivity, Trading Strategies, Equities, Low Latency, Investment Banking, FX Options, Multithreading, Trading, VBA, Equity Trading, Asset Management, Bloomberg, Bonds, Business Analysis, C#, C++, Generic Programming, Boost, C++11, Core Java, Meta-programming, C++ Templates, X10, Trade Compliance
Education
Saint Petersburg State Electrotechnical University "LETI" 1983 — 1989
Master's Degree, Radio and Television, 4.0
UBS AG September 2006 - March 2009
UBS Investment Bank 2006 - March 2009
Swisslinx AG 2006 - 2009
Capital Group Companies September 2005 - September 2006
Reuters 2000 - 2005
Reuters 2000 - 2005
ITN 1999 - 2000
Skills
Trading Systems, Market Data, Electronic Trading, Fixed Income, Derivatives, Sybase, Equity Derivatives, Exchange Connectivity, Trading Strategies, Equities, Low Latency, Investment Banking, FX Options, Multithreading, Trading, VBA, Equity Trading, Asset Management, Bloomberg, Bonds, Business Analysis, C#, C++, Generic Programming, Boost, C++11, Core Java, Meta-programming, C++ Templates, X10, Trade Compliance
Education
Saint Petersburg State Electrotechnical University "LETI" 1983 — 1989
Master's Degree, Radio and Television, 4.0
Luigi Frantellizzi Luigi Frantellizzi's UBS AG Experience July 2007 - April 2009
Job LSF Technical Services Owner
Industry Information Technology and Services
Experience
LSF Technical Services April 2009 - Present
UBS AG July 2007 - April 2009
AllianceBernstein September 2005 - July 2007
HSBC 2000 - 2004
Republic National Bank 1997 - 2000
Skills
Disaster Recovery
Education
Manhattan College 2001 — 2005
BSEE, ELECTRICAL ENGINEERING
LSF Technical Services April 2009 - Present
UBS AG July 2007 - April 2009
AllianceBernstein September 2005 - July 2007
HSBC 2000 - 2004
Republic National Bank 1997 - 2000
Skills
Disaster Recovery
Education
Manhattan College 2001 — 2005
BSEE, ELECTRICAL ENGINEERING
Brandon Everett Brandon Everett's UBS AG Experience May 2006 - May 2011
Job Investor Reporting Leader Capital Markets
Industry Financial Services
Experience
Springleaf Financial Services May 2015 - Present
GE Capital June 2011 - May 2015
UBS AG May 2006 - May 2011
i-Deal LLC March 2003 - April 2006
Sun Life Financial June 2000 - August 2002
Skills
Banking, Financial Services, Leadership, Accounting, Alternative Investments, Securitization, Asset-backed..., Quality Control, Quality Management, Six Sigma, Databases, Business Objects, Project Management, Bank Reconciliation, Account Reconciliation, Internal Controls, Process Control, Team Leadership, Cross-functional Team..., Simplification, Operational Risk, Risk Analysis, Bonds, Portfolio Management, Equities
Education
St. John's University 2005 — 2008
M.B.A., Finance
State University of New York College at Oneonta 1996 — 2000
B.S., Economics
Springleaf Financial Services May 2015 - Present
GE Capital June 2011 - May 2015
UBS AG May 2006 - May 2011
i-Deal LLC March 2003 - April 2006
Sun Life Financial June 2000 - August 2002
Skills
Banking, Financial Services, Leadership, Accounting, Alternative Investments, Securitization, Asset-backed..., Quality Control, Quality Management, Six Sigma, Databases, Business Objects, Project Management, Bank Reconciliation, Account Reconciliation, Internal Controls, Process Control, Team Leadership, Cross-functional Team..., Simplification, Operational Risk, Risk Analysis, Bonds, Portfolio Management, Equities
Education
St. John's University 2005 — 2008
M.B.A., Finance
State University of New York College at Oneonta 1996 — 2000
B.S., Economics
Stephanie Snyder Stephanie Snyder's UBS AG Experience August 2007 - June 2009
Job Educational Management
Industry Education Management
Experience
Family Service Association of San Antonio, Inc. March 2015 - Present
Snyder Financial Services November 2013 - March 2015
Principal Financial Group February 2012 - November 2013
LearningRx December 2012 - February 2013
Eleven Canterbury, LLC October 2009 - December 2011
Houston SPCA July 2009 - July 2010
UBS AG August 2007 - June 2009
UBS Investment Bank March 2006 - September 2007
British Telecom October 2005 - February 2006
Judge Business School September 2004 - September 2005
Skills
Start-ups, Strategy, Leadership, Training, Public Relations, Marketing Strategy, Event Management, Business Development, Management, Sales, Marketing, Marketing Communications, CRM, Business Strategy, Recruiting, Education, Mathematics, Mathematics Education, Working With Children, Child Development, Finance
Education
University of Cambridge 2004 — 2005
MBA, Marketing, Strategy, Organizational Behavior
University of Texas at San Antonio 1995 — 2000
BA, Mathematics Education
Madison High School
Family Service Association of San Antonio, Inc. March 2015 - Present
Snyder Financial Services November 2013 - March 2015
Principal Financial Group February 2012 - November 2013
LearningRx December 2012 - February 2013
Eleven Canterbury, LLC October 2009 - December 2011
Houston SPCA July 2009 - July 2010
UBS AG August 2007 - June 2009
UBS Investment Bank March 2006 - September 2007
British Telecom October 2005 - February 2006
Judge Business School September 2004 - September 2005
Skills
Start-ups, Strategy, Leadership, Training, Public Relations, Marketing Strategy, Event Management, Business Development, Management, Sales, Marketing, Marketing Communications, CRM, Business Strategy, Recruiting, Education, Mathematics, Mathematics Education, Working With Children, Child Development, Finance
Education
University of Cambridge 2004 — 2005
MBA, Marketing, Strategy, Organizational Behavior
University of Texas at San Antonio 1995 — 2000
BA, Mathematics Education
Madison High School
Kathleen San Martino Kathleen San Martino's UBS AG Experience December 1995 - November 2009
Job Technical Writer with Process and Project Management Experience
Industry Financial Services
Experience
FactSet Research Systems Inc. April 2010 - Present
UBS AG December 1995 - November 2009
Family Division of Supreme Court, Hudson County, NJ 2003 - 2006
Port Authority of New York and New Jersey January 1985 - September 1995
Skills
Visio, Technical Writing, SDLC, Unix, Troubleshooting, IT Strategy, Software Documentation, Quality Assurance, Process Improvement, Leadership, Management, Security, Project Management, Training, Business Analysis
Education
Rider University 1980 — 1984
Hudson Catholic
St. Michael's Regional H.S.
St. Michael's Elementary School
FactSet Research Systems Inc. April 2010 - Present
UBS AG December 1995 - November 2009
Family Division of Supreme Court, Hudson County, NJ 2003 - 2006
Port Authority of New York and New Jersey January 1985 - September 1995
Skills
Visio, Technical Writing, SDLC, Unix, Troubleshooting, IT Strategy, Software Documentation, Quality Assurance, Process Improvement, Leadership, Management, Security, Project Management, Training, Business Analysis
Education
Rider University 1980 — 1984
Hudson Catholic
St. Michael's Regional H.S.
St. Michael's Elementary School
Max Islinger Max Islinger's UBS AG Experience July 2011 - December 2011
Job Associate at Melody Capital Partners, LP
Industry Investment Management
Experience
Melody Capital Partners, LP December 2013 - Present
Miller Buckfire January 2012 - December 2013
UBS AG July 2011 - December 2011
Marshal L. Salant Investment Team March 2010 - July 2011
Middleton Gardiner Group September 2009 - July 2011
Deutsche Bank AG June 2010 - August 2010
The Johns Hopkins University June 2009 - July 2010
Merrill Lynch June 2009 - August 2009
Education
The Johns Hopkins University 2007 — 2010
B.A., Economics
Melody Capital Partners, LP December 2013 - Present
Miller Buckfire January 2012 - December 2013
UBS AG July 2011 - December 2011
Marshal L. Salant Investment Team March 2010 - July 2011
Middleton Gardiner Group September 2009 - July 2011
Deutsche Bank AG June 2010 - August 2010
The Johns Hopkins University June 2009 - July 2010
Merrill Lynch June 2009 - August 2009
Education
The Johns Hopkins University 2007 — 2010
B.A., Economics
Larry Hayes, CPC, ACC Larry Hayes, CPC, ACC's UBS AG Experience 2005 - 2007
Job Consultant, Coach and Trainer
Industry Professional Training & Coaching
Experience
Larry Hayes Partners, LLC 2009 - Present
Mylogy November 2009 - March 2010
UBS Financial Services, Inc. January 2009 - May 2009
UBS Financial Services Inc. January 2008 - May 2009
UBS Financial Services, Inc. June 2007 - December 2007
UBS AG 2005 - 2007
UBS AG 1998 - 2005
Merrill Lynch 1991 - 1998
The Ohio Company 1982 - 1991
Skills
Sales Coach, Leadership Coach, Leadership Development, Public Speaking, Team Building, Organizational..., Executive Coaching, Succession Planning, Talent Development, Mentoring, Change Management, Strategic Planning, Management Consulting, Performance Management, Team Leadership, Process Improvement, Employee Engagement, Talent Management, New Business Development, Team Management, Staff Development, Career Development, Wealth Management, Organizational Change, Business Planning, Change Leadership, Organizational..., Executive Development, 360 Feedback, Personal Development, Organizational Design, Customer Service, Management Development, MBTI, Executive Management, Cross-functional Team..., Sales Management, Leadership, Sales, Entrepreneurship, Financial Services, Coaching, Training, Portfolio Management, Recruiting, Management, Business Development, Human Resources, Consulting, Risk Management
Education
International Coach Academy 2009 — 2010
Certified Professional Coach
The Ohio State University 1970 — 1974
Larry Hayes Partners, LLC 2009 - Present
Mylogy November 2009 - March 2010
UBS Financial Services, Inc. January 2009 - May 2009
UBS Financial Services Inc. January 2008 - May 2009
UBS Financial Services, Inc. June 2007 - December 2007
UBS AG 2005 - 2007
UBS AG 1998 - 2005
Merrill Lynch 1991 - 1998
The Ohio Company 1982 - 1991
Skills
Sales Coach, Leadership Coach, Leadership Development, Public Speaking, Team Building, Organizational..., Executive Coaching, Succession Planning, Talent Development, Mentoring, Change Management, Strategic Planning, Management Consulting, Performance Management, Team Leadership, Process Improvement, Employee Engagement, Talent Management, New Business Development, Team Management, Staff Development, Career Development, Wealth Management, Organizational Change, Business Planning, Change Leadership, Organizational..., Executive Development, 360 Feedback, Personal Development, Organizational Design, Customer Service, Management Development, MBTI, Executive Management, Cross-functional Team..., Sales Management, Leadership, Sales, Entrepreneurship, Financial Services, Coaching, Training, Portfolio Management, Recruiting, Management, Business Development, Human Resources, Consulting, Risk Management
Education
International Coach Academy 2009 — 2010
Certified Professional Coach
The Ohio State University 1970 — 1974
Krishna C. Mukherjee Krishna C. Mukherjee's UBS AG Experience September 2010 - February 2012
Job Vice President of Software Development at KWI
Industry Information Technology and Services
Experience
KWI November 2014 - Present
Icon Parking Systems February 2012 - October 2014
UBS AG September 2010 - February 2012
Bloomberg LP February 2006 - September 2010
Citadel LLC July 2004 - January 2006
Wolters Kluwer April 1996 - June 2004
Microsoft Corporation February 1988 - March 1996
Skills
Agile Methodologies, Software Development, SDLC, Business Analysis, Databases, Enterprise Software, Management, Software Project..., Software Engineering, XML, Business Intelligence, SOA, Cross-functional Team..., Software Design, C#, Project Management, Analysis, CRM, Cloud Computing, Microsoft SQL Server, Product Management, Integration, SaaS, Vendor Management, .NET, SQL, Requirements Analysis, Leadership, System Architecture
Education
Don Bosco School, Calcutta
ICSE and ISC (Science)
Indian Institute of Technology
Bachelor of Technology (B.Tech)
Indian Institute of Technology
Master of Technology (M.Tech)
New York University
Professional Certifications
KWI November 2014 - Present
Icon Parking Systems February 2012 - October 2014
UBS AG September 2010 - February 2012
Bloomberg LP February 2006 - September 2010
Citadel LLC July 2004 - January 2006
Wolters Kluwer April 1996 - June 2004
Microsoft Corporation February 1988 - March 1996
Skills
Agile Methodologies, Software Development, SDLC, Business Analysis, Databases, Enterprise Software, Management, Software Project..., Software Engineering, XML, Business Intelligence, SOA, Cross-functional Team..., Software Design, C#, Project Management, Analysis, CRM, Cloud Computing, Microsoft SQL Server, Product Management, Integration, SaaS, Vendor Management, .NET, SQL, Requirements Analysis, Leadership, System Architecture
Education
Don Bosco School, Calcutta
ICSE and ISC (Science)
Indian Institute of Technology
Bachelor of Technology (B.Tech)
Indian Institute of Technology
Master of Technology (M.Tech)
New York University
Professional Certifications
Steven Wart's UBS AG Experience September 2001 - August 2006
Job Staff Software Engineer
Industry Maritime
Experience
OOCL May 2010 - Present
UBS Investment Bank September 2006 - December 2007
UBS AG September 2001 - August 2006
Visual Knowledge June 1992 - March 2001
Skills
Java, Smalltalk, Oracle Coherence, Architecture, System Architecture, TDD, Object Oriented Design, Agile Methodologies, Design Patterns, Distributed Systems, Sybase, OOP, Scrum, Software Development, C++, Linux, Hibernate, UML, .NET, Test Driven Development, Oracle, Weblogic, Databases, Java Enterprise Edition, JSON, Websphere, Spring, SOA, SOAP, JPA, WebSphere
Education
The University of British Columbia 1991 — 1994
MIS, Commerce
University of Alberta 1981 — 1989
BSc, Computer Science, Mathematics, Engineering
OOCL May 2010 - Present
UBS Investment Bank September 2006 - December 2007
UBS AG September 2001 - August 2006
Visual Knowledge June 1992 - March 2001
Skills
Java, Smalltalk, Oracle Coherence, Architecture, System Architecture, TDD, Object Oriented Design, Agile Methodologies, Design Patterns, Distributed Systems, Sybase, OOP, Scrum, Software Development, C++, Linux, Hibernate, UML, .NET, Test Driven Development, Oracle, Weblogic, Databases, Java Enterprise Edition, JSON, Websphere, Spring, SOA, SOAP, JPA, WebSphere
Education
The University of British Columbia 1991 — 1994
MIS, Commerce
University of Alberta 1981 — 1989
BSc, Computer Science, Mathematics, Engineering
Valerio Forte's UBS AG Experience January 1996 - February 2002
Job Experienced international financier with extensive background in M&A, risk evaluation and deal team management
Industry Investment Banking
Experience
H.I.G. Capital October 2007 - Present
Genesis Corporation October 2004 - October 2007
Calyon S.A. (Credit Lyonnais) January 2004 - September 2004
Credit Lyonnais October 2002 - December 2003
UBS AG January 1996 - February 2002
UBS AG (Swiss Bank Corporation) July 1988 - December 1995
KPMG Peat Marwick 1986 - 1988
Skills
Private Equity, Capital Markets, Mergers & Acquisitions, Financial Structuring, Leveraged Finance, Investment Banking, Structured Finance, Credit, Due Diligence, Venture Capital, Portfolio Management, Banking, Emerging Markets, Investments, Restructuring, LBO, Credit Risk, Finance, Loans, Funding, Management, Mergers, Structuring, Business Development
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1986 — 1988
MA
The Johns Hopkins University 1983 — 1987
BA
Forest Hill High School 1980 — 1983
Weeks Junior High School 1977 — 1980
H.I.G. Capital October 2007 - Present
Genesis Corporation October 2004 - October 2007
Calyon S.A. (Credit Lyonnais) January 2004 - September 2004
Credit Lyonnais October 2002 - December 2003
UBS AG January 1996 - February 2002
UBS AG (Swiss Bank Corporation) July 1988 - December 1995
KPMG Peat Marwick 1986 - 1988
Skills
Private Equity, Capital Markets, Mergers & Acquisitions, Financial Structuring, Leveraged Finance, Investment Banking, Structured Finance, Credit, Due Diligence, Venture Capital, Portfolio Management, Banking, Emerging Markets, Investments, Restructuring, LBO, Credit Risk, Finance, Loans, Funding, Management, Mergers, Structuring, Business Development
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1986 — 1988
MA
The Johns Hopkins University 1983 — 1987
BA
Forest Hill High School 1980 — 1983
Weeks Junior High School 1977 — 1980
Jeremy Groff's UBS AG Experience April 2009 - December 2014
Job Director at The Blackstone Group | MBA Candidate at Villanova School of Business
Industry Financial Services
Experience
The Blackstone Group January 2015 - Present
UBS AG April 2009 - December 2014
Barclays Capital (Legacy Lehman Brothers) June 2006 - March 2009
CostMarc Consulting Group March 2002 - May 2006
Skills
Financial Modeling, Financial Analysis, Risk Management, Corporate Finance, Financial Services, Banking, Vendor Management, Financial Risk, Budgets, Business Process..., Business Strategy, Change Management, Process Improvement, Forecasting, Strategy, Leadership, Competitive Analysis, Finance
Education
Villanova University
MBA, Finance (Expected 2017)
New York University
Certificate in Accounting
University of Delaware
BS, Leadership & Consumer Economics
The Blackstone Group January 2015 - Present
UBS AG April 2009 - December 2014
Barclays Capital (Legacy Lehman Brothers) June 2006 - March 2009
CostMarc Consulting Group March 2002 - May 2006
Skills
Financial Modeling, Financial Analysis, Risk Management, Corporate Finance, Financial Services, Banking, Vendor Management, Financial Risk, Budgets, Business Process..., Business Strategy, Change Management, Process Improvement, Forecasting, Strategy, Leadership, Competitive Analysis, Finance
Education
Villanova University
MBA, Finance (Expected 2017)
New York University
Certificate in Accounting
University of Delaware
BS, Leadership & Consumer Economics
Pamela Tasik's UBS AG Experience November 2012 - Present
Job Director, Legal Projects Mgmt and Control Team at UBS AG
Industry Investment Banking
Experience
UBS AG November 2012 - Present
Education
Indiana University Bloomington 1985 — 1988
BA & BS
UBS AG November 2012 - Present
Education
Indiana University Bloomington 1985 — 1988
BA & BS
Lorenzo Gaggini's UBS AG Experience July 1996 - June 2001
Job
Industry Banking
Experience
Bank of America March 2013 - Present
Bank of America September 2012 - Present
Barclays Capital June 2001 - September 2012
UBS AG July 1996 - June 2001
Skills
Valuation, Derivatives, Investment Banking, Credit Analysis, Leveraged Finance, Equities, Credit Risk, Fixed Income, Capital Markets, Project Finance, Structured Finance, Corporate Finance, Banking, Financial Modeling, Credit
Education
University of Denver 1994 — 1996
MBA, Finance
University of Fribourg, Switzerland 1987 — 1992
Economics
Bank of America March 2013 - Present
Bank of America September 2012 - Present
Barclays Capital June 2001 - September 2012
UBS AG July 1996 - June 2001
Skills
Valuation, Derivatives, Investment Banking, Credit Analysis, Leveraged Finance, Equities, Credit Risk, Fixed Income, Capital Markets, Project Finance, Structured Finance, Corporate Finance, Banking, Financial Modeling, Credit
Education
University of Denver 1994 — 1996
MBA, Finance
University of Fribourg, Switzerland 1987 — 1992
Economics
Shafia Zubair's UBS AG Experience June 2008 - Present
Job Director, Global Technology Management UBS AG
Industry Information Technology and Services
Experience
UBS AG June 2008 - Present
Do Stropa 2007 - 2008
Idea Village 2006 - 2007
Ericsson Inc. 1999 - 2002
Skills
Strategy, Product Management, Management Consulting, Business Strategy, Vendor Management, Telecommunications, Six Sigma, Analytics, Business Planning, Forecasting, Program Management, IT Service Management, Outsourcing, Contract Negotiation, Software Development, Business Process..., Global Teams, Managed Services, Cross-functional..., Wireless Networking, Pricing Strategy, ITIL, Contract Management, IT Procurement, Financial Modeling, Project Portfolio...
Education
Tulane University - A.B. Freeman School of Business 2004 — 2006
MBA, General Management and Finance
Texas A&M University
MS, Electrical Engineering
Osmania University
BE, Electronics and Communication Engineering
UBS AG June 2008 - Present
Do Stropa 2007 - 2008
Idea Village 2006 - 2007
Ericsson Inc. 1999 - 2002
Skills
Strategy, Product Management, Management Consulting, Business Strategy, Vendor Management, Telecommunications, Six Sigma, Analytics, Business Planning, Forecasting, Program Management, IT Service Management, Outsourcing, Contract Negotiation, Software Development, Business Process..., Global Teams, Managed Services, Cross-functional..., Wireless Networking, Pricing Strategy, ITIL, Contract Management, IT Procurement, Financial Modeling, Project Portfolio...
Education
Tulane University - A.B. Freeman School of Business 2004 — 2006
MBA, General Management and Finance
Texas A&M University
MS, Electrical Engineering
Osmania University
BE, Electronics and Communication Engineering
Gee Liek Yeo's UBS AG Experience May 2005 - June 2007
Job Hedge Fund Professional
Industry Financial Services
Experience
Xaraf Management/Paloma Partners June 2008 - Present
UBS Securities LLC June 2007 - June 2008
UBS AG May 2005 - June 2007
Skills
Structured Products, Volatility, Derivatives, Hedge Funds, Fixed Income, Quantitative Finance, Equity Derivatives, Options, Credit Derivatives, Interest Rate..., Market Risk, Capital Markets, Bloomberg, Equities
Education
Stanford University
Ph.D., Engineering
Stanford University
Master of Science (MSc), Statistics
Stanford University
Master of Science (MSc), Financial Mathematics
Xaraf Management/Paloma Partners June 2008 - Present
UBS Securities LLC June 2007 - June 2008
UBS AG May 2005 - June 2007
Skills
Structured Products, Volatility, Derivatives, Hedge Funds, Fixed Income, Quantitative Finance, Equity Derivatives, Options, Credit Derivatives, Interest Rate..., Market Risk, Capital Markets, Bloomberg, Equities
Education
Stanford University
Ph.D., Engineering
Stanford University
Master of Science (MSc), Statistics
Stanford University
Master of Science (MSc), Financial Mathematics
Olivier MAES's UBS AG Experience August 2007 - Present
Job Head Financial Crime Audit
Industry Banking
Experience
UBS Wealth Management Americas August 2015 - Present
UBS AG August 2007 - Present
ABN AMRO Bank (Switzerland) September 2002 - August 2007
PriceWaterhouseCoopers Switzerland October 2000 - August 2002
Deloitte Luxembourg 1997 - 2000
Skills
Anti Money Laundering, Anti-corruption, Risk Assessment, Tax Evasion, Financial Crime, Market Abuse, Bribery, Fraud, AML, Auditing, KYC, Internal Controls, Due Diligence, Financial Risk, Operational Risk, Project Portfolio..., Operational Risk..., Governance, Risk Management
Education
1992 — 1997
Centre Universitaire de Luxembourg - (IRE)
Ichec Brussels Management School
Ichec Brussels Management School
Institut Saint Louis, Bruxelles
UBS Wealth Management Americas August 2015 - Present
UBS AG August 2007 - Present
ABN AMRO Bank (Switzerland) September 2002 - August 2007
PriceWaterhouseCoopers Switzerland October 2000 - August 2002
Deloitte Luxembourg 1997 - 2000
Skills
Anti Money Laundering, Anti-corruption, Risk Assessment, Tax Evasion, Financial Crime, Market Abuse, Bribery, Fraud, AML, Auditing, KYC, Internal Controls, Due Diligence, Financial Risk, Operational Risk, Project Portfolio..., Operational Risk..., Governance, Risk Management
Education
1992 — 1997
Centre Universitaire de Luxembourg - (IRE)
Ichec Brussels Management School
Ichec Brussels Management School
Institut Saint Louis, Bruxelles
Patrick Feenaghty's UBS AG Experience Executive DirectorUBS Wealth Management1999 - Present
Job Executive Director at UBS AG
Industry Information Technology and Services
Experience
UBS AG Executive DirectorUBS Wealth Management1999 - Present
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance/Operations
Ramapo College 1991 — 1994
UBS AG Executive DirectorUBS Wealth Management1999 - Present
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance/Operations
Ramapo College 1991 — 1994
Nischal Basetty's UBS AG Experience February 2005 - September 2013
Job Sr Sybase DBA
Industry Financial Services
Experience
Millennium Partners October 2013 - Present
UBS AG February 2005 - September 2013
Zensar 2000 - 2003
Global Trust Bank Ltd 1999 - 2000
Karvy Consultant 1997 - 1998
Education
Osmania University 1993 — 1996
Millennium Partners October 2013 - Present
UBS AG February 2005 - September 2013
Zensar 2000 - 2003
Global Trust Bank Ltd 1999 - 2000
Karvy Consultant 1997 - 1998
Education
Osmania University 1993 — 1996
Dustin W. Sheppard's UBS AG Experience November 2009 - September 2011
Job Vice President, ETF Strategy at PIMCO
Industry Financial Services
Experience
PIMCO May 2011 - Present
UBS AG November 2009 - September 2011
WisdomTree Asset Management June 2008 - July 2009
Morgan Stanley September 2003 - February 2008
Skills
Fixed Income, Equities, Trading, Bonds, Securities, Investment Banking, Hedging, Structured Products, Financial Advisory, Series 7, Proprietary Trading, Credit, Commodity, Derivatives, Mutual Funds, Series 63, Financial Modeling, ETFs, Asset Allocation, Investment Management, Finance, Currency, High Yield, Bloomberg, Alternative Investments, FINRA, Asset Management, Capital Markets, Hedge Funds, Options, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Economics/Finance/Strategy
SDA Bocconi 2013 — 2013
Salisbury University - Perdue School of Business 1999 — 2003
B.S. - Finance, B.A. - Economics
London Metropolitan University 2002 — 2002
PIMCO May 2011 - Present
UBS AG November 2009 - September 2011
WisdomTree Asset Management June 2008 - July 2009
Morgan Stanley September 2003 - February 2008
Skills
Fixed Income, Equities, Trading, Bonds, Securities, Investment Banking, Hedging, Structured Products, Financial Advisory, Series 7, Proprietary Trading, Credit, Commodity, Derivatives, Mutual Funds, Series 63, Financial Modeling, ETFs, Asset Allocation, Investment Management, Finance, Currency, High Yield, Bloomberg, Alternative Investments, FINRA, Asset Management, Capital Markets, Hedge Funds, Options, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Economics/Finance/Strategy
SDA Bocconi 2013 — 2013
Salisbury University - Perdue School of Business 1999 — 2003
B.S. - Finance, B.A. - Economics
London Metropolitan University 2002 — 2002
Annette Lepore's UBS AG Experience September 1990 - February 2008
Job Vice President at PNC
Industry Banking
Experience
PNC April 2010 - Present
PNC Financial Services Group 2010 - Present
Linguissima May 2008 - October 2009
RHZ Sprachen May 2008 - October 2009
Flying Teachers April 2008 - October 2009
UBS AG September 1990 - February 2008
Skills
FX Options, Back Office, Foreign Exchange, Banking, Portfolio Management, Risk Management, Investment Banking, Derivatives, Business Analysis, Process Improvement, Wealth Management, Payments, Project Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
MBA, Operations / MIS
Lehigh University 1983 — 1988
BSIE, Industrial Engineering
PNC April 2010 - Present
PNC Financial Services Group 2010 - Present
Linguissima May 2008 - October 2009
RHZ Sprachen May 2008 - October 2009
Flying Teachers April 2008 - October 2009
UBS AG September 1990 - February 2008
Skills
FX Options, Back Office, Foreign Exchange, Banking, Portfolio Management, Risk Management, Investment Banking, Derivatives, Business Analysis, Process Improvement, Wealth Management, Payments, Project Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
MBA, Operations / MIS
Lehigh University 1983 — 1988
BSIE, Industrial Engineering
Didier Drouinaud's UBS AG Experience June 2004 - Present
Job Director at UBS AG
Industry Financial Services
Experience
UBS AG June 2004 - Present
Merrill Lynch Investment Managers August 2002 - June 2004
Education
New York University
UBS AG June 2004 - Present
Merrill Lynch Investment Managers August 2002 - June 2004
Education
New York University
Andrey Fomin's UBS AG Experience Sr. Software EngineerUBS Investment Bank2006 - Present
Job Sr. Software Engineer at UBS AG
Industry Banking
Experience
UBS AG Sr. Software EngineerUBS Investment Bank2006 - Present
Mobius Management Systems 2000 - 2006
Hyperion 1998 - 2001
Education
Peter the Great St.Petersburg Polytechnic University 1982 — 1986
UBS AG Sr. Software EngineerUBS Investment Bank2006 - Present
Mobius Management Systems 2000 - 2006
Hyperion 1998 - 2001
Education
Peter the Great St.Petersburg Polytechnic University 1982 — 1986
James Davison's UBS AG Experience September 2005 - April 2009
Job FX Sales at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank July 2013 - Present
Barclays Capital August 2009 - July 2013
UBS AG September 2005 - April 2009
UBS Investment Bank September 2005 - April 2009
GLC Limited January 2001 - October 2003
Skills
Buy-side, Electronic Trading, Fixed Income, Equity Trading, Prime Brokerage, Market Data, Trading Systems, Options, Middle Office, Bloomberg, Equities, Hedge Funds, Trading, Electronic Trading..., FX Options, Equity Derivatives, Portfolio Management
Education
Macquarie University 2003 — 2006
Masters, Applied Finance
Barclays Investment Bank July 2013 - Present
Barclays Capital August 2009 - July 2013
UBS AG September 2005 - April 2009
UBS Investment Bank September 2005 - April 2009
GLC Limited January 2001 - October 2003
Skills
Buy-side, Electronic Trading, Fixed Income, Equity Trading, Prime Brokerage, Market Data, Trading Systems, Options, Middle Office, Bloomberg, Equities, Hedge Funds, Trading, Electronic Trading..., FX Options, Equity Derivatives, Portfolio Management
Education
Macquarie University 2003 — 2006
Masters, Applied Finance
Jim O'Day's UBS AG Experience September 1998 - July 2011
Job System Administration Sr. Advisor at Dell Services
Industry Information Technology and Services
Experience
Dell Services September 2007 - Present
UBS AG September 1998 - July 2011
UBS Investment Bank 1998 - 2007
Fiduciary Trust Company 1989 - 1997
Skills
System Administration, VMS, ITIL, Disaster Recovery, Unix, Windows Server, Servers, Business Analysis, Virtualization, IT Management, IT Service Management, Infrastructure, Solaris, SDLC, VMware
Education
Pace University
Dell Services September 2007 - Present
UBS AG September 1998 - July 2011
UBS Investment Bank 1998 - 2007
Fiduciary Trust Company 1989 - 1997
Skills
System Administration, VMS, ITIL, Disaster Recovery, Unix, Windows Server, Servers, Business Analysis, Virtualization, IT Management, IT Service Management, Infrastructure, Solaris, SDLC, VMware
Education
Pace University
Foad Ardalan's UBS AG Experience September 1990 - August 2011
Job CISSP, CEH, ECSA
Industry Computer & Network Security
Experience
Landesbank Baden-Württemberg August 2015 - Present
Connolly, LLC June 2014 - August 2015
JANUS Associates, Inc. February 2012 - June 2014
Booz Allen Hamilton / Broadridge August 2011 - February 2012
UBS AG September 1990 - August 2011
Norwalk Community College Foundation, Inc September 2006 - December 2010
Skills
Computer Security, SDLC, Information Security, Penetration Testing, Security, Vulnerability Assessment, IT Operations, CISSP, Information Security..., Risk Assessment, DLP, CEH, Business Continuity, Risk Management
Education
Iona College 1992 — 1996
MS, Telecommunications & Networking
University of Greenwich
BS, Mathematics, Statistics and Computing
Landesbank Baden-Württemberg August 2015 - Present
Connolly, LLC June 2014 - August 2015
JANUS Associates, Inc. February 2012 - June 2014
Booz Allen Hamilton / Broadridge August 2011 - February 2012
UBS AG September 1990 - August 2011
Norwalk Community College Foundation, Inc September 2006 - December 2010
Skills
Computer Security, SDLC, Information Security, Penetration Testing, Security, Vulnerability Assessment, IT Operations, CISSP, Information Security..., Risk Assessment, DLP, CEH, Business Continuity, Risk Management
Education
Iona College 1992 — 1996
MS, Telecommunications & Networking
University of Greenwich
BS, Mathematics, Statistics and Computing
Roy Solorzano's UBS AG Experience July 2007 - August 2013
Job Sales Engineer at MicroStrategy
Industry Financial Services
Experience
MicroStrategy September 2013 - Present
UBS AG July 2007 - August 2013
Hewlett-Packard - Information Management Practice (Acquired Knightsbridge Solutions) October 2004 - July 2007
Accenture September 2002 - October 2004
PCF, Inc. September 1998 - August 2001
Skills
Business Intelligence, Data Warehouse..., Data Management, Data Integration, Dimensional Modeling, Master Data Management, Project Management, Management Consulting, Team Building, International Project..., IT systems development, Software Development..., Data Warehousing, IT Strategy, Business Analysis, Teradata, Databases, Informatica, ETL, Architecture, SDLC, Enterprise Architecture, Testing, Data Modeling, Analysis
Education
Stevens Institute of Technology 2007 — 2010
Master's degree, Information Systems
William Paterson University of New Jersey 1997 — 2002
Bachelor's degree, Computer Science
MicroStrategy September 2013 - Present
UBS AG July 2007 - August 2013
Hewlett-Packard - Information Management Practice (Acquired Knightsbridge Solutions) October 2004 - July 2007
Accenture September 2002 - October 2004
PCF, Inc. September 1998 - August 2001
Skills
Business Intelligence, Data Warehouse..., Data Management, Data Integration, Dimensional Modeling, Master Data Management, Project Management, Management Consulting, Team Building, International Project..., IT systems development, Software Development..., Data Warehousing, IT Strategy, Business Analysis, Teradata, Databases, Informatica, ETL, Architecture, SDLC, Enterprise Architecture, Testing, Data Modeling, Analysis
Education
Stevens Institute of Technology 2007 — 2010
Master's degree, Information Systems
William Paterson University of New Jersey 1997 — 2002
Bachelor's degree, Computer Science
Andres Cazenave's UBS AG Experience August 2004 - October 2007
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan October 2012 - Present
Barclays Wealth October 2011 - September 2012
JP Morgan October 2007 - September 2011
UBS AG August 2004 - October 2007
HSBC Private Bank September 1997 - July 2004
Republic Investment Management SA 1998 - 2000
Skills
Fixed Income, Private Banking, Equities, Investments, Wealth Management, Financial Markets, Investment Banking, Capital Markets, Alternative Investments, Derivatives, Hedge Funds, Series 7, Asset Management, Banking, Emerging Markets
Education
University of Buenos Aires 1986 — 1992
J.P. Morgan October 2012 - Present
Barclays Wealth October 2011 - September 2012
JP Morgan October 2007 - September 2011
UBS AG August 2004 - October 2007
HSBC Private Bank September 1997 - July 2004
Republic Investment Management SA 1998 - 2000
Skills
Fixed Income, Private Banking, Equities, Investments, Wealth Management, Financial Markets, Investment Banking, Capital Markets, Alternative Investments, Derivatives, Hedge Funds, Series 7, Asset Management, Banking, Emerging Markets
Education
University of Buenos Aires 1986 — 1992
James Cerqueira's UBS AG Experience December 2004 - November 2006
Job First Vice President IDB CAPITAL
Industry Financial Services
Experience
IDB CAPITAL June 2009 - Present
Banc of America Investments November 2006 - June 2009
UBS AG December 2004 - November 2006
UBS Wealth Management March 1999 - December 2004
UBS 1997 - 1999
Skills
Fixed Income, Equities, Trading, Asset Management, Finance, Series 7, Financial Markets, Wealth Management, Portfolio Management, Investments, Bloomberg, Securities, Bonds, Mutual Funds
Education
Rutgers, The State University of New Jersey-Newark
BS, Marketing
IDB CAPITAL June 2009 - Present
Banc of America Investments November 2006 - June 2009
UBS AG December 2004 - November 2006
UBS Wealth Management March 1999 - December 2004
UBS 1997 - 1999
Skills
Fixed Income, Equities, Trading, Asset Management, Finance, Series 7, Financial Markets, Wealth Management, Portfolio Management, Investments, Bloomberg, Securities, Bonds, Mutual Funds
Education
Rutgers, The State University of New Jersey-Newark
BS, Marketing
Rizwan Merchant's UBS AG Experience March 2007 - September 2012
Job Director Underwriting Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2015 - Present
Barclays Capital September 2012 - Present
UBS AG March 2007 - September 2012
Moody's Corporation March 2004 - March 2007
Newgate CapitalManagement LLC May 2001 - March 2004
Skills
Project Finance, Leveraged Finance, Oil, Credit Risk, Investment Banking, Portfolio Management, Ratings, Credit Analysis, ETFs, Commodities, Financial Modeling, High Yield, Valuation, Corporate Finance, Asset Management, Risk, Emerging Markets, Due Diligence, Financial Analysis, Risk Management, Credit, Industry Analysis, LGD, Energy Industry, Underwriting, Capital Markets, Derivatives, Fixed Income, Bloomberg, Private Equity, Investments, Credit Rating, Bonds, Credit Derivatives, Counterparty Risk, Mergers, Capital Structure, LBO, Financial Statement..., ISDA, Asset Based Lending, Risk Analysis, Petroleum, Structured Finance, Financial Structuring, Financial Risk, Equity Research, Competitive Analysis, Equities, Finance
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
BS, Finance
Credit Suisse June 2015 - Present
Barclays Capital September 2012 - Present
UBS AG March 2007 - September 2012
Moody's Corporation March 2004 - March 2007
Newgate CapitalManagement LLC May 2001 - March 2004
Skills
Project Finance, Leveraged Finance, Oil, Credit Risk, Investment Banking, Portfolio Management, Ratings, Credit Analysis, ETFs, Commodities, Financial Modeling, High Yield, Valuation, Corporate Finance, Asset Management, Risk, Emerging Markets, Due Diligence, Financial Analysis, Risk Management, Credit, Industry Analysis, LGD, Energy Industry, Underwriting, Capital Markets, Derivatives, Fixed Income, Bloomberg, Private Equity, Investments, Credit Rating, Bonds, Credit Derivatives, Counterparty Risk, Mergers, Capital Structure, LBO, Financial Statement..., ISDA, Asset Based Lending, Risk Analysis, Petroleum, Structured Finance, Financial Structuring, Financial Risk, Equity Research, Competitive Analysis, Equities, Finance
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
BS, Finance
Christopher Russo's UBS AG Experience July 2007 - July 2008
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
UBS Financial Services, Inc. August 2008 - July 2014
UBS AG July 2007 - July 2008
UBS Financial Services, Inc. October 2003 - July 2007
Merrill Lynch January 2001 - September 2003
American Express Financial Advisors February 2000 - December 2000
McMaster-Carr July 1997 - January 2000
US Army May 1992 - July 1997
Education
Auburn University, Raymond J. Harbert College of Business 2011 — 2013
Master of Business Administration (MBA)
United States Military Academy at West Point 1988 — 1992
BS, Economics
Bridgewater Raritan HS West
Certified Financial Planner Board of Standards Inc.
CFP®, CERTIFIED FINANCIAL PLANNER™ professional
The American College
ChFC® Chartered Financial Consultant®, CLU® Chartered Life Underwriter®
Fidelity Investments July 2014 - Present
UBS Financial Services, Inc. August 2008 - July 2014
UBS AG July 2007 - July 2008
UBS Financial Services, Inc. October 2003 - July 2007
Merrill Lynch January 2001 - September 2003
American Express Financial Advisors February 2000 - December 2000
McMaster-Carr July 1997 - January 2000
US Army May 1992 - July 1997
Education
Auburn University, Raymond J. Harbert College of Business 2011 — 2013
Master of Business Administration (MBA)
United States Military Academy at West Point 1988 — 1992
BS, Economics
Bridgewater Raritan HS West
Certified Financial Planner Board of Standards Inc.
CFP®, CERTIFIED FINANCIAL PLANNER™ professional
The American College
ChFC® Chartered Financial Consultant®, CLU® Chartered Life Underwriter®
Sai Veluri's UBS AG Experience April 2012 - June 2015
Job Derivatives and Collateral Nashville, TN
Industry Banking
Experience
UBS July 2015 - Present
UBS AG April 2012 - June 2015
UBS March 2011 - April 2012
UBS June 2010 - March 2011
UBS Investment Bank October 2006 - June 2010
Deutsche Bank September 2005 - October 2006
Skills
Collateral Management, Risk Management, Client Service, Valuation, Corporate Actions, Investment Banking, Derivatives, Equities, Financial Risk, Asset Management, Fixed Income
Education
Osmania University 2003 — 2005
MBA, Finance
Sri Sathya Sai Institute of Higher Learning 1997 — 2003
Bachelors in Commerce (Hons), Finance
UBS July 2015 - Present
UBS AG April 2012 - June 2015
UBS March 2011 - April 2012
UBS June 2010 - March 2011
UBS Investment Bank October 2006 - June 2010
Deutsche Bank September 2005 - October 2006
Skills
Collateral Management, Risk Management, Client Service, Valuation, Corporate Actions, Investment Banking, Derivatives, Equities, Financial Risk, Asset Management, Fixed Income
Education
Osmania University 2003 — 2005
MBA, Finance
Sri Sathya Sai Institute of Higher Learning 1997 — 2003
Bachelors in Commerce (Hons), Finance
Sergey Ishin's UBS AG Experience March 2007 - May 2008
Job Senior Software Engineer at FactSet
Industry Information Technology and Services
Experience
FactSet October 2014 - Present
Morgan Stanley May 2011 - September 2014
Bloomberg December 2008 - March 2010
UBS AG March 2007 - May 2008
Thales Fund Management LLC June 2000 - February 2007
Creative Systems Design Inc. February 1999 - May 2000
Glushkov Institute of Cybernetics NAS Ukraine September 1995 - June 1998
Skills
C++, Linux, Python, FIX protocol, Platform Symphony, Cross-platform..., Grid Computing, Parallel Computing, Distributed Systems, Java, SQL, Unix, Multithreading, Low Latency, Market Data, Software Design
Education
Kyiv National Taras Shevchenko University 1992 — 1997
MS, Computer Science, Cybernetic, Mathematics
FactSet October 2014 - Present
Morgan Stanley May 2011 - September 2014
Bloomberg December 2008 - March 2010
UBS AG March 2007 - May 2008
Thales Fund Management LLC June 2000 - February 2007
Creative Systems Design Inc. February 1999 - May 2000
Glushkov Institute of Cybernetics NAS Ukraine September 1995 - June 1998
Skills
C++, Linux, Python, FIX protocol, Platform Symphony, Cross-platform..., Grid Computing, Parallel Computing, Distributed Systems, Java, SQL, Unix, Multithreading, Low Latency, Market Data, Software Design
Education
Kyiv National Taras Shevchenko University 1992 — 1997
MS, Computer Science, Cybernetic, Mathematics
Larry DiGiacomo's UBS AG Experience November 1997 - July 2008
Job Global Head of Mobility Operations at State Street
Industry Financial Services
Experience
State Street July 2008 - Present
UBS AG November 1997 - July 2008
General Electric February 1994 - October 1997
Prudential Relocation July 1991 - January 1994
Travelers Relocation 1989 - 1990
Education
Southern Connecticut State University 1984 — 1988
B.S., Communications
State Street July 2008 - Present
UBS AG November 1997 - July 2008
General Electric February 1994 - October 1997
Prudential Relocation July 1991 - January 1994
Travelers Relocation 1989 - 1990
Education
Southern Connecticut State University 1984 — 1988
B.S., Communications
Travis C. McCullough's UBS AG Experience April 2002 - May 2004
Job Counsel at Sutherland Asbill & Brennan LLP
Industry Law Practice
Experience
Sutherland Asbill & Brennan LLP January 2015 - Present
J.P. Morgan January 2013 - August 2014
Deutsche Bank AG April 2006 - January 2013
Entergy Nuclear Northeast May 2004 - April 2006
UBS AG April 2002 - May 2004
Enron North America Corp. May 1997 - April 2002
Mayor Day Caldwell Keeton February 1995 - May 1997
Mayer, Brown Platt September 1987 - February 1995
Skills
Structured Finance, Corporate Governance, Derivatives, Capital Markets, Due Diligence, Commodity, Mergers, Corporate Law, Corporate Finance, Investment Banking, Project Finance, Mergers & Acquisitions, Financial Structuring, Securities, Joint Ventures, Risk Management
Education
Tulane University Law School 1984 — 1987
JD
University of Wyoming 1983 — 1984
MBA
University of Wyoming 1981 — 1983
BS, Accounting
Casper College 1979 — 1981
AS, Accounting
Sutherland Asbill & Brennan LLP January 2015 - Present
J.P. Morgan January 2013 - August 2014
Deutsche Bank AG April 2006 - January 2013
Entergy Nuclear Northeast May 2004 - April 2006
UBS AG April 2002 - May 2004
Enron North America Corp. May 1997 - April 2002
Mayor Day Caldwell Keeton February 1995 - May 1997
Mayer, Brown Platt September 1987 - February 1995
Skills
Structured Finance, Corporate Governance, Derivatives, Capital Markets, Due Diligence, Commodity, Mergers, Corporate Law, Corporate Finance, Investment Banking, Project Finance, Mergers & Acquisitions, Financial Structuring, Securities, Joint Ventures, Risk Management
Education
Tulane University Law School 1984 — 1987
JD
University of Wyoming 1983 — 1984
MBA
University of Wyoming 1981 — 1983
BS, Accounting
Casper College 1979 — 1981
AS, Accounting
Misha Freud (aka Mikhail Pogul)'s UBS AG Experience 2004 - 2006
Job Data Warehouse Specialist at Credit Suisse
Industry Computer Software
Experience
Credit Suisse December 2009 - Present
Starwood Hotels & Resorts May 2006 - November 2009
UBS AG 2004 - 2006
Encoda Systems 2003 - 2004
Merrill Lynch 1999 - 2002
ASCAP 1999 - 2000
Skills
Data Warehousing, ETL, Erwin, Informatica, Unix, PL/SQL, Data Modeling, Performance Tuning, Oracle SQL, Databases, Database Design, Team Leadership, Requirements Analysis, Business Intelligence, Dimensional Modeling, Data Warehouse..., Unix Shell Scripting, Business Objects, Data Integration, SQL Tuning, SQL, Business Analysis
Education
Moscow Technical University of Communications and Informatics (MTUCI)
Other
Credit Suisse December 2009 - Present
Starwood Hotels & Resorts May 2006 - November 2009
UBS AG 2004 - 2006
Encoda Systems 2003 - 2004
Merrill Lynch 1999 - 2002
ASCAP 1999 - 2000
Skills
Data Warehousing, ETL, Erwin, Informatica, Unix, PL/SQL, Data Modeling, Performance Tuning, Oracle SQL, Databases, Database Design, Team Leadership, Requirements Analysis, Business Intelligence, Dimensional Modeling, Data Warehouse..., Unix Shell Scripting, Business Objects, Data Integration, SQL Tuning, SQL, Business Analysis
Education
Moscow Technical University of Communications and Informatics (MTUCI)
Other
Michael Didovic's UBS AG Experience May 2008 - July 2009
Job Compliance Technology Executive, Bank of America
Industry Financial Services
Experience
Bank of America April 2014 - Present
Bank of America July 2010 - Present
UBS Investment Bank July 2009 - June 2010
UBS AG May 2008 - July 2009
Skills
Program Management, Project Management, Business Analysis, Financial Services, PMO, Risk Management, Investment Banking, Change Management, Fixed Income, Agile Project Management, Agile Methodologies, Requirements Analysis, Software Project..., Compliance, Regulatory Requirements, Regulatory Submissions, AML, Banking, Equities, Capital Markets, Derivatives, Securities, Strategy
Education
The George Washington University - School of Business 1997 — 2000
Master of Business Administration (MBA), International Finance
UC Berkeley 1988 — 1992
BA, English Language and Literature/Letters
Bank of America April 2014 - Present
Bank of America July 2010 - Present
UBS Investment Bank July 2009 - June 2010
UBS AG May 2008 - July 2009
Skills
Program Management, Project Management, Business Analysis, Financial Services, PMO, Risk Management, Investment Banking, Change Management, Fixed Income, Agile Project Management, Agile Methodologies, Requirements Analysis, Software Project..., Compliance, Regulatory Requirements, Regulatory Submissions, AML, Banking, Equities, Capital Markets, Derivatives, Securities, Strategy
Education
The George Washington University - School of Business 1997 — 2000
Master of Business Administration (MBA), International Finance
UC Berkeley 1988 — 1992
BA, English Language and Literature/Letters
Christopher A. Salcedo's UBS AG Experience October 2010 - March 2013
Job Associate Portfolio Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein March 2013 - Present
UBS AG October 2010 - March 2013
Vision Financial Markets LLC January 2008 - October 2010
Education
The University of Connecticut
Economics & Political Science
AllianceBernstein March 2013 - Present
UBS AG October 2010 - March 2013
Vision Financial Markets LLC January 2008 - October 2010
Education
The University of Connecticut
Economics & Political Science
Diptesh Patel's UBS AG Experience December 2000 - September 2014
Job SIEM
Industry Computer & Network Security
Experience
BAPS January 2008 - Present
UBS AG December 2000 - September 2014
New York City Fire Department November 1999 - December 2000
Intertek Testing Services June 1998 - November 1999
Intertek Testing Services August 1997 - May 1998
Stonco Lighting 1996 - 1998
Skills
Management Consulting, SDLC, XP, Windows 7, Windows Networking,...
Education
Stevens Institute of Technology 2001 — 2004
MS, Information Systems, 3.75
BAPS January 2008 - Present
UBS AG December 2000 - September 2014
New York City Fire Department November 1999 - December 2000
Intertek Testing Services June 1998 - November 1999
Intertek Testing Services August 1997 - May 1998
Stonco Lighting 1996 - 1998
Skills
Management Consulting, SDLC, XP, Windows 7, Windows Networking,...
Education
Stevens Institute of Technology 2001 — 2004
MS, Information Systems, 3.75
Stephen Apy's UBS AG Experience February 2015 - August 2015
Job Director, Credit Derivative Middle Office at UBS AG
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
UBS October 2011 - Present
UBS AG February 2015 - August 2015
UBS November 2009 - October 2011
UBS March 2006 - January 2011
Northwestern Mutual May 2004 - March 2006
Skills
Fixed Income, Clearing Houses, Compression, CDS Novations, Derivatives, Credit Derivatives, Prime Brokerage, Finance, Middle Office, Investment Banking, Equities, Hedge Funds, CDS, Credit, Series 7, Securities, Capital Markets, Bonds, Trading Systems, Options, Structured Products, Swaps, Electronic Trading, Equity Derivatives
Education
Manhattanville College 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Morgan Stanley August 2015 - Present
UBS October 2011 - Present
UBS AG February 2015 - August 2015
UBS November 2009 - October 2011
UBS March 2006 - January 2011
Northwestern Mutual May 2004 - March 2006
Skills
Fixed Income, Clearing Houses, Compression, CDS Novations, Derivatives, Credit Derivatives, Prime Brokerage, Finance, Middle Office, Investment Banking, Equities, Hedge Funds, CDS, Credit, Series 7, Securities, Capital Markets, Bonds, Trading Systems, Options, Structured Products, Swaps, Electronic Trading, Equity Derivatives
Education
Manhattanville College 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Christian T Anderson's UBS AG Experience June 2011 - Present
Job Director at UBS AG
Industry Commercial Real Estate
Experience
UBS AG June 2011 - Present
Greencrest Group LLC April 2008 - May 2011
Deutsche Bank Securities July 2006 - January 2008
Wachovia Securities August 2004 - June 2006
Eurohypo AG May 2004 - August 2004
Calyon May 2002 - May 2004
Standard & Poor's November 1999 - May 2002
Skills
Capital Markets, Securitization, Structured Finance, Valuation, Due Diligence, Commercial Real Estate, Financial Modeling, Investments, Portfolio Management, CMBS, Asset Management, Financial Structuring, Real Estate, Real Estate Economics
Education
New York University
MS, Real Estate Finance
Miami University
BS, Finance
UBS AG June 2011 - Present
Greencrest Group LLC April 2008 - May 2011
Deutsche Bank Securities July 2006 - January 2008
Wachovia Securities August 2004 - June 2006
Eurohypo AG May 2004 - August 2004
Calyon May 2002 - May 2004
Standard & Poor's November 1999 - May 2002
Skills
Capital Markets, Securitization, Structured Finance, Valuation, Due Diligence, Commercial Real Estate, Financial Modeling, Investments, Portfolio Management, CMBS, Asset Management, Financial Structuring, Real Estate, Real Estate Economics
Education
New York University
MS, Real Estate Finance
Miami University
BS, Finance
Edgar E. Benavides's UBS AG Experience 1988 - 2005
Job Head of Operations at Coherence Capital Partners LLC
Industry Financial Services
Experience
Coherence Capital Partners LLC November 2012 - Present
PwC October 2011 - November 2012
KPMG Advisory October 2010 - November 2011
BMO Capital Markets Corp. July 2009 - April 2010
Sailfish Capital Partners September 2008 - August 2009
Sailfish Capital Partners September 2005 - September 2008
UBS Investment Bank 1988 - 2005
UBS AG 1988 - 2005
Skills
Options, Risk Management, Hedge Funds, Fixed Income, Equities, Derivatives, Capital Markets, Financial Services, Bloomberg, Financial Risk, Trading, Portfolio Management, Trading Systems, Securities, Investment Banking, Bonds, Financial Markets, Middle Office, Back Office, Settlement, Mergers & Acquisitions, Prime Brokerage, FX Options, Emerging Markets, Mutual Funds, Banking
Education
Manhattan College 2003 — 2009
Bachelor Of Science, Management
Coherence Capital Partners LLC November 2012 - Present
PwC October 2011 - November 2012
KPMG Advisory October 2010 - November 2011
BMO Capital Markets Corp. July 2009 - April 2010
Sailfish Capital Partners September 2008 - August 2009
Sailfish Capital Partners September 2005 - September 2008
UBS Investment Bank 1988 - 2005
UBS AG 1988 - 2005
Skills
Options, Risk Management, Hedge Funds, Fixed Income, Equities, Derivatives, Capital Markets, Financial Services, Bloomberg, Financial Risk, Trading, Portfolio Management, Trading Systems, Securities, Investment Banking, Bonds, Financial Markets, Middle Office, Back Office, Settlement, Mergers & Acquisitions, Prime Brokerage, FX Options, Emerging Markets, Mutual Funds, Banking
Education
Manhattan College 2003 — 2009
Bachelor Of Science, Management
Kori Lambert's UBS AG Experience September 2006 - November 2011
Job Delivery Manager
Industry Information Technology and Services
Experience
Bridgewater Associates January 2013 - Present
Bridgewater Associates December 2011 - February 2013
UBS AG September 2006 - November 2011
Skills
Asset Management, Business Analysis, Business Continuity, Disaster Recovery, Financial Modeling, Financial Services, IT Management, IT Operations, IT Service Management, IT Strategy, ITIL, Incident Management, Infrastructure, Investment Banking, Management, Microsoft Excel, Program Management, Project Management, SDLC, Service Delivery, Software Development, Strategy, Vendor Management, Web Applications
Education
Pace University 2005 — 2007
Bridgewater Associates January 2013 - Present
Bridgewater Associates December 2011 - February 2013
UBS AG September 2006 - November 2011
Skills
Asset Management, Business Analysis, Business Continuity, Disaster Recovery, Financial Modeling, Financial Services, IT Management, IT Operations, IT Service Management, IT Strategy, ITIL, Incident Management, Infrastructure, Investment Banking, Management, Microsoft Excel, Program Management, Project Management, SDLC, Service Delivery, Software Development, Strategy, Vendor Management, Web Applications
Education
Pace University 2005 — 2007
Jamie Lewin's UBS AG Experience 2005 - 2007
Job BNY Mellon
Industry Investment Management
Experience
BNY Mellon Investment Management November 2012 - Present
BNY Mellon Asset Management December 2007 - November 2012
UBS AG 2005 - 2007
UBS Global Asset Management 2005 - 2007
Education
University of Bath 1991 — 1995
BNY Mellon Investment Management November 2012 - Present
BNY Mellon Asset Management December 2007 - November 2012
UBS AG 2005 - 2007
UBS Global Asset Management 2005 - 2007
Education
University of Bath 1991 — 1995
Constantine (Gus) Paleatsos's UBS AG Experience 2009 - 2009
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley October 2012 - December 2014
Morgan Stanley August 2009 - September 2012
UBS AG 2009 - 2009
Goldman Sachs 1999 - 2009
Xerox Connect (formerly XLConnect) 1997 - 1999
Merrill Lynch 1994 - 1997
The Chase Manhattan Bank (ex Chemical & MHT) 1988 - 1994
Skills
BGP, Cisco Technologies, Data Center, Disaster Recovery, Enterprise Architecture, IP, IT Strategy, Infrastructure, Integration, Leadership, Low Latency, Management, Market Data, Network Design, Network Engineering, Network Security, Networking, OSPF, Project Management, Routers, Routing, Security, Strategy, Vendor Management
Education
New York University - Polytechnic School of Engineering
MSEE, BSEE, Electrical Engineering
Morgan Stanley January 2014 - Present
Morgan Stanley October 2012 - December 2014
Morgan Stanley August 2009 - September 2012
UBS AG 2009 - 2009
Goldman Sachs 1999 - 2009
Xerox Connect (formerly XLConnect) 1997 - 1999
Merrill Lynch 1994 - 1997
The Chase Manhattan Bank (ex Chemical & MHT) 1988 - 1994
Skills
BGP, Cisco Technologies, Data Center, Disaster Recovery, Enterprise Architecture, IP, IT Strategy, Infrastructure, Integration, Leadership, Low Latency, Management, Market Data, Network Design, Network Engineering, Network Security, Networking, OSPF, Project Management, Routers, Routing, Security, Strategy, Vendor Management
Education
New York University - Polytechnic School of Engineering
MSEE, BSEE, Electrical Engineering
Joseph Cuevas's UBS AG Experience October 2006 - October 2008
Job Head of Credit Control and Credit Asset Monitoring, Global Trade Finance Americas, SMBC
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation August 2010 - Present
Sumitomo Mitsui Banking Corporation October 2008 - September 2010
UBS AG October 2006 - October 2008
RZB Finance LLC 2005 - 2006
Standard Chartered Bank June 2002 - June 2004
UBS Investment Bank October 2000 - May 2002
GE Capital March 1999 - October 2000
Citibank July 1995 - January 1999
Banco de Guayaquil May 1994 - November 1995
Skills
Loans, Project Finance, Portfolio Management, Trade Finance, Structured Finance, Credit, Credit Risk, Derivatives, Equities, Financial Institutions, Latin America, Risk Management, Investments, Commodity, Capital Markets, Financial Risk, Investment Banking, Banking, Fixed Income, Corporate Finance, Management, Financial Analysis
Education
Pace University - Lubin School of Business 1987 — 2002
Bachelor of Business Administration (B.B.A.), Economics
Pace University - Lubin School of Business 1988 — 1992
BBA, Economics
Sumitomo Mitsui Banking Corporation August 2010 - Present
Sumitomo Mitsui Banking Corporation October 2008 - September 2010
UBS AG October 2006 - October 2008
RZB Finance LLC 2005 - 2006
Standard Chartered Bank June 2002 - June 2004
UBS Investment Bank October 2000 - May 2002
GE Capital March 1999 - October 2000
Citibank July 1995 - January 1999
Banco de Guayaquil May 1994 - November 1995
Skills
Loans, Project Finance, Portfolio Management, Trade Finance, Structured Finance, Credit, Credit Risk, Derivatives, Equities, Financial Institutions, Latin America, Risk Management, Investments, Commodity, Capital Markets, Financial Risk, Investment Banking, Banking, Fixed Income, Corporate Finance, Management, Financial Analysis
Education
Pace University - Lubin School of Business 1987 — 2002
Bachelor of Business Administration (B.B.A.), Economics
Pace University - Lubin School of Business 1988 — 1992
BBA, Economics
Duane Morikawa's UBS AG Experience 2004 - 2005
Job Director and Senior Counsel at Natixis
Industry Financial Services
Experience
Natixis 2005 - Present
UBS AG 2004 - 2005
ORIX USA Corporation 1995 - 2004
Skills
Admitted to New York..., Corporate Law, Corporate Governance, Capital Markets, Structured Finance, Derivatives, Private Equity, Legal Writing, Risk Management, Commercial Lending, Commercial Banking, Transactional Law, Document Drafting, Document Review, Corporate Finance, Securitization, Investment Banking, Securities Regulation, Hedge Funds, Securities, Investments, Structured Products, Financial Services
Education
New York Law School
Juris Doctorate
University of California, Los Angeles
Bachelor's degree, Mathematics Applied Science (Economics)
Natixis 2005 - Present
UBS AG 2004 - 2005
ORIX USA Corporation 1995 - 2004
Skills
Admitted to New York..., Corporate Law, Corporate Governance, Capital Markets, Structured Finance, Derivatives, Private Equity, Legal Writing, Risk Management, Commercial Lending, Commercial Banking, Transactional Law, Document Drafting, Document Review, Corporate Finance, Securitization, Investment Banking, Securities Regulation, Hedge Funds, Securities, Investments, Structured Products, Financial Services
Education
New York Law School
Juris Doctorate
University of California, Los Angeles
Bachelor's degree, Mathematics Applied Science (Economics)
Christopher Scolaro's UBS AG Experience March 2012 - December 2014
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
UBS AG March 2012 - December 2014
UBS AG January 2009 - March 2012
UBS AG November 2005 - December 2008
Opteum Financial Services August 2001 - November 2005
Mortgage Systems International LLC January 2001 - August 2001
Mortgage.Com, Inc. April 1995 - December 2000
Globe Mortgage America 1994 - 1995
Skills
Securities Regulation, Securities, AML, Securitization, Structured Finance, Capital Markets, Due Diligence, Mortgage Lending, Mortgage Banking, Fixed Income, Underwriting, Loans, Credit, Banking, Loan Origination, Investments, Loan Servicing, Investment Banking, Financial Structuring, Credit Risk, Hedge Funds, Corporate Governance, Corporate Law, Residential Mortgages, Asset Management, Financial Services, Private Equity, Derivatives, Banking Law, Equities, FINRA, Series 7, Dodd-Frank, Financial Institutions, Financial Regulation, Funding
Education
Pace University School of Law 1991 — 1995
JD, Law
University at Albany, SUNY 1986 — 1990
BS, Business Administration
Morgan Stanley December 2014 - Present
UBS AG March 2012 - December 2014
UBS AG January 2009 - March 2012
UBS AG November 2005 - December 2008
Opteum Financial Services August 2001 - November 2005
Mortgage Systems International LLC January 2001 - August 2001
Mortgage.Com, Inc. April 1995 - December 2000
Globe Mortgage America 1994 - 1995
Skills
Securities Regulation, Securities, AML, Securitization, Structured Finance, Capital Markets, Due Diligence, Mortgage Lending, Mortgage Banking, Fixed Income, Underwriting, Loans, Credit, Banking, Loan Origination, Investments, Loan Servicing, Investment Banking, Financial Structuring, Credit Risk, Hedge Funds, Corporate Governance, Corporate Law, Residential Mortgages, Asset Management, Financial Services, Private Equity, Derivatives, Banking Law, Equities, FINRA, Series 7, Dodd-Frank, Financial Institutions, Financial Regulation, Funding
Education
Pace University School of Law 1991 — 1995
JD, Law
University at Albany, SUNY 1986 — 1990
BS, Business Administration
Alfred Kellogg's UBS AG Experience October 1996 - Present
Job Executive Director at UBS AG
Industry Financial Services
Experience
UBS AG October 1996 - Present
Skills
Global Lead Counsel for...
Education
Cornell Law School
Juris Doctor
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Economics
UBS AG October 1996 - Present
Skills
Global Lead Counsel for...
Education
Cornell Law School
Juris Doctor
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Economics
Benjamin Freeman's UBS AG Experience May 1992 - May 2000
Job Vice President Group Financial Planning & Analysis
Industry Telecommunications
Experience
Cable & Wireless Communications 2009 - Present
FirstCaribbean International Bank August 2005 - March 2010
MilleniumAssociates AG January 2001 - August 2005
UBS AG May 1992 - May 2000
Chemical Bank May 1988 - May 1992
Skills
Mergers, Business Planning, Strategy, Project Management, Business Strategy, Strategic Planning, Financial Analysis, Risk Management, Business Development, Strategic Financial..., Change Management, New Business Development, Business Analysis, Forecasting, Due Diligence, Mergers & Acquisitions, Finance, Competitive Analysis, Corporate Finance, Investment Banking
Education
Monmouth University 1988 — 1990
MBA, Business Administration
Monmouth University 1986 — 1988
BS - Business Administration, Finance
United States Naval Academy 1984 — 1986
n/a, General studies
Cable & Wireless Communications 2009 - Present
FirstCaribbean International Bank August 2005 - March 2010
MilleniumAssociates AG January 2001 - August 2005
UBS AG May 1992 - May 2000
Chemical Bank May 1988 - May 1992
Skills
Mergers, Business Planning, Strategy, Project Management, Business Strategy, Strategic Planning, Financial Analysis, Risk Management, Business Development, Strategic Financial..., Change Management, New Business Development, Business Analysis, Forecasting, Due Diligence, Mergers & Acquisitions, Finance, Competitive Analysis, Corporate Finance, Investment Banking
Education
Monmouth University 1988 — 1990
MBA, Business Administration
Monmouth University 1986 — 1988
BS - Business Administration, Finance
United States Naval Academy 1984 — 1986
n/a, General studies
Marek Zaleski's UBS AG Experience January 2006 - June 2010
Job Accountant
Industry Accounting
Experience
South Fork Accounting & Tax Services Inc. June 2012 - Present
UBS AG January 2006 - June 2010
The Bank of New York November 2000 - January 2006
The Suffolk County National Bank October 1998 - October 2000
Skills
Accounting, Budgets, Finance, Account Reconciliation, Banking, Financial Reporting, Bloomberg, Corporate Actions, Financial Analysis, Corporate Finance, Equities, Due Diligence, Securities, Hedge Funds, Derivatives, Valuation, Financial Modeling, Investments, Mutual Funds
Education
Pace University - Lubin School of Business 2009 — 2011
MS, Public Accounting
Pace University - Lubin School of Business 2003 — 2006
MBA, Financial Management
The State University of New York at Stony Brook 1996 — 1999
BA, Economics
South Fork Accounting & Tax Services Inc. June 2012 - Present
UBS AG January 2006 - June 2010
The Bank of New York November 2000 - January 2006
The Suffolk County National Bank October 1998 - October 2000
Skills
Accounting, Budgets, Finance, Account Reconciliation, Banking, Financial Reporting, Bloomberg, Corporate Actions, Financial Analysis, Corporate Finance, Equities, Due Diligence, Securities, Hedge Funds, Derivatives, Valuation, Financial Modeling, Investments, Mutual Funds
Education
Pace University - Lubin School of Business 2009 — 2011
MS, Public Accounting
Pace University - Lubin School of Business 2003 — 2006
MBA, Financial Management
The State University of New York at Stony Brook 1996 — 1999
BA, Economics
David Julie [dbjulie@gmail.com] [LION]'s UBS AG Experience 2006 - 2008
Job Financial Services Legal Professional
Industry Legal Services
Experience
UBS AG 2006 - 2008
DRESDNER KLEINWORT WASSERSTEIN 1999 - 2002
Bank Leumi USA 1985 - 1998
Education
New York University School of Law
JD
Tulane University
BA
UBS AG 2006 - 2008
DRESDNER KLEINWORT WASSERSTEIN 1999 - 2002
Bank Leumi USA 1985 - 1998
Education
New York University School of Law
JD
Tulane University
BA
Kevin Lange's UBS AG Experience May 1997 - March 2000
Job Head of Research & Analysis, Funds US
Industry Capital Markets
Experience
Australia and New Zealand Banking Group December 2009 - Present
Barclays Capital September 2006 - December 2009
Bank of America April 2000 - September 2006
UBS AG May 1997 - March 2000
Smith Barney Inc. December 1991 - May 1997
Security Pacific National Trust Co. January 1984 - December 1991
Skills
Hedge Funds, Capital Markets, Credit Risk, Mortgage Banking, Derivatives, Counterparty Risk
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, Finance
Siena College 1979 — 1981
BS, Marketing/Management
Australia and New Zealand Banking Group December 2009 - Present
Barclays Capital September 2006 - December 2009
Bank of America April 2000 - September 2006
UBS AG May 1997 - March 2000
Smith Barney Inc. December 1991 - May 1997
Security Pacific National Trust Co. January 1984 - December 1991
Skills
Hedge Funds, Capital Markets, Credit Risk, Mortgage Banking, Derivatives, Counterparty Risk
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, Finance
Siena College 1979 — 1981
BS, Marketing/Management
Donald Deyo's UBS AG Experience October 2005 - Present
Job Chief Investment Officer at UBS Trust Co., N.A.
Industry Financial Services
Experience
UBS Trust Services January 2007 - Present
UBS Trust Co., N.A. October 2005 - Present
UBS AG October 2005 - Present
UBS Trust Co., N.A. & UBS Fiduciary Trust Co January 2005 - Present
HSBC Bank September 1994 - June 2005
Trustco Bank NY January 1987 - January 1994
First Albany Corporation January 1984 - January 1986
Dean Witter Reynolds, Inc January 1983 - January 1984
Dean Witter Reynolds, Inc January 1981 - January 1983
Skills
FINRA Series 7 License, FINRA Series 66 License, CFSC, American Banker..., AIF, Accredited..., FINRA, Asset Allocation, Series 7, Fiduciary, Wealth Management, Fixed Income, Securities, Investment Management, Asset Management, Investments, Portfolio Management, Due Diligence, Alternative Investments, Investment Banking, Equities, Mutual Funds, Financial Services
Education
ABA Graduate Trust School 1990 — 1992
CFSC, Trust
Syracuse University 1977 — 1981
B.A., Economics and International Relations
National Trust and National Graduate Trust School, Northwestern University
CFSC
UBS Trust Services January 2007 - Present
UBS Trust Co., N.A. October 2005 - Present
UBS AG October 2005 - Present
UBS Trust Co., N.A. & UBS Fiduciary Trust Co January 2005 - Present
HSBC Bank September 1994 - June 2005
Trustco Bank NY January 1987 - January 1994
First Albany Corporation January 1984 - January 1986
Dean Witter Reynolds, Inc January 1983 - January 1984
Dean Witter Reynolds, Inc January 1981 - January 1983
Skills
FINRA Series 7 License, FINRA Series 66 License, CFSC, American Banker..., AIF, Accredited..., FINRA, Asset Allocation, Series 7, Fiduciary, Wealth Management, Fixed Income, Securities, Investment Management, Asset Management, Investments, Portfolio Management, Due Diligence, Alternative Investments, Investment Banking, Equities, Mutual Funds, Financial Services
Education
ABA Graduate Trust School 1990 — 1992
CFSC, Trust
Syracuse University 1977 — 1981
B.A., Economics and International Relations
National Trust and National Graduate Trust School, Northwestern University
CFSC
Craig Walling's UBS AG Experience February 2007 - September 2013
Job Chairman and CEO, UBS Trust Company, NA
Industry Banking
Experience
UBS AG Private Bank October 2013 - Present
UBS Trust Company NA October 2013 - Present
UBS December 2012 - Present
Chairman of the Board, UBS AG Canada December 2009 - August 2014
UBS August 2011 - September 2013
UBS AG February 2007 - September 2013
Global Wealth Management Partners April 2006 - February 2007
US Trust Company N.A. November 2003 - November 2005
Charles Schwab 2002 - 2003
ZonaFinanciera.com April 2001 - May 2002
Skills
Wealth Management, Portfolio Management, Equities, Securities, Mutual Funds, Investments, Asset Managment, Investment Advisory, Alternative Investments, Asset Allocation, Series 7, Banking, Hedge Funds, Fixed Income, Series 24, Series 66, Mergers & Acquisitions, Capital Markets, Financial Services, Private Equity, Investment Strategies, Asset Management, Investment Banking, Credit, Executive Management, Financial Risk, Risk Management, Strategic Financial..., Bloomberg, Financial Markets, Series 63, Wealth Management..., Bonds, Emerging Markets, Financial Advisory, Private Banking, Derivatives, Structured Products, Valuation
Education
University of Cincinnati 1971 — 1975
BS, Economics
UBS AG Private Bank October 2013 - Present
UBS Trust Company NA October 2013 - Present
UBS December 2012 - Present
Chairman of the Board, UBS AG Canada December 2009 - August 2014
UBS August 2011 - September 2013
UBS AG February 2007 - September 2013
Global Wealth Management Partners April 2006 - February 2007
US Trust Company N.A. November 2003 - November 2005
Charles Schwab 2002 - 2003
ZonaFinanciera.com April 2001 - May 2002
Skills
Wealth Management, Portfolio Management, Equities, Securities, Mutual Funds, Investments, Asset Managment, Investment Advisory, Alternative Investments, Asset Allocation, Series 7, Banking, Hedge Funds, Fixed Income, Series 24, Series 66, Mergers & Acquisitions, Capital Markets, Financial Services, Private Equity, Investment Strategies, Asset Management, Investment Banking, Credit, Executive Management, Financial Risk, Risk Management, Strategic Financial..., Bloomberg, Financial Markets, Series 63, Wealth Management..., Bonds, Emerging Markets, Financial Advisory, Private Banking, Derivatives, Structured Products, Valuation
Education
University of Cincinnati 1971 — 1975
BS, Economics
Yolanda Piacentino's UBS AG Experience January 2000 - January 2001
Job Relationship Services at Commonwealth Bank
Industry Investment Banking
Experience
Commonwealth Bank August 2014 - Present
Macquarie Holdings (USA) Inc. February 2011 - August 2014
The Bank of New York Mellon January 2008 - November 2009
The Bank of New York Mellon June 2001 - December 2007
UBS, AG January 2000 - January 2001
UBS, AG / SWISS BANK CORPORATION January 1982 - January 2000
Swiss Bank Corporation January 1978 - January 1982
Skills
AML, KYC, Banking, Financial Services, Credit, Due Diligence, Analysis, Management, Loans, Software Documentation, Anti Money Laundering
Education
Montclair State University 1973 — 1977
BS, Business
Commonwealth Bank August 2014 - Present
Macquarie Holdings (USA) Inc. February 2011 - August 2014
The Bank of New York Mellon January 2008 - November 2009
The Bank of New York Mellon June 2001 - December 2007
UBS, AG January 2000 - January 2001
UBS, AG / SWISS BANK CORPORATION January 1982 - January 2000
Swiss Bank Corporation January 1978 - January 1982
Skills
AML, KYC, Banking, Financial Services, Credit, Due Diligence, Analysis, Management, Loans, Software Documentation, Anti Money Laundering
Education
Montclair State University 1973 — 1977
BS, Business
Ethan Siderowicz's UBS AG Experience September 2009 - September 2010
Job Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2014 - Present
UniCredit June 2012 - December 2013
Lazard November 2011 - June 2012
UBS AG September 2009 - September 2010
Education
The George Washington University - School of Business 2007 — 2011
Acton Boxborough Regional High School 2003 — 2007
Credit Suisse January 2014 - Present
UniCredit June 2012 - December 2013
Lazard November 2011 - June 2012
UBS AG September 2009 - September 2010
Education
The George Washington University - School of Business 2007 — 2011
Acton Boxborough Regional High School 2003 — 2007
Tara Loftus's UBS AG Experience January 2012 - Present
Job COO, Americas Financial Crime & Americas Head of AntiCorruption at UBS AG
Industry Financial Services
Experience
UBS AG January 2012 - Present
UBS AG June 2010 - December 2011
UBS Financial Services, Inc. April 2000 - June 2010
JP Morgan January 1998 - April 2000
Merrill Lynch July 1993 - January 1998
Skills
AML, FINRA, Securities, KYC, Series 7, Investment Banking, Corporate Governance, Securities Regulation, Due Diligence, Risk Management, OFAC, Financial Services, Equities, Alternative Investments, Options
Education
University at Albany, SUNY 1990 — 1992
MA, English Education
University at Albany, SUNY 1986 — 1990
BA, English
UBS AG January 2012 - Present
UBS AG June 2010 - December 2011
UBS Financial Services, Inc. April 2000 - June 2010
JP Morgan January 1998 - April 2000
Merrill Lynch July 1993 - January 1998
Skills
AML, FINRA, Securities, KYC, Series 7, Investment Banking, Corporate Governance, Securities Regulation, Due Diligence, Risk Management, OFAC, Financial Services, Equities, Alternative Investments, Options
Education
University at Albany, SUNY 1990 — 1992
MA, English Education
University at Albany, SUNY 1986 — 1990
BA, English
Charles W. Grande's UBS AG Experience 2009 - Present
Job Executive Director Head of Municipal Credit Research at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management July 2009 - Present
UBS AG 2009 - Present
Hartford Investment Management June 1995 - June 2009
Education
Pace University - Lubin School of Business 1986 — 1989
BA, Finance
Iona College - Hagan School of Business
Master's degree, Business Administration and Management, General
UBS Global Asset Management July 2009 - Present
UBS AG 2009 - Present
Hartford Investment Management June 1995 - June 2009
Education
Pace University - Lubin School of Business 1986 — 1989
BA, Finance
Iona College - Hagan School of Business
Master's degree, Business Administration and Management, General
Bharath Krishnamachari's UBS AG Experience July 2008 - July 2012
Job Analytics & Special Operations Manager Ideel.com at Groupon
Industry Internet
Experience
Groupon June 2014 - Present
UBS Wealth Management July 2012 - March 2014
UBS AG July 2008 - July 2012
Rabobank International May 2007 - August 2007
Credit Suisse AG, Singapore May 2006 - August 2006
Skills
Perl, Java, Financial Modeling, Agile Methodologies, Scrum, Unix, Business Insights, Analytics, Storyboarding, SAS, SQL, Problem Solving, Hive, Primary Research, Building Relationships, TDD
Education
National University of Singapore 2004 — 2008
Bachelor of Computing, Computer Engineering
AMM Mat Hr Sec School
Groupon June 2014 - Present
UBS Wealth Management July 2012 - March 2014
UBS AG July 2008 - July 2012
Rabobank International May 2007 - August 2007
Credit Suisse AG, Singapore May 2006 - August 2006
Skills
Perl, Java, Financial Modeling, Agile Methodologies, Scrum, Unix, Business Insights, Analytics, Storyboarding, SAS, SQL, Problem Solving, Hive, Primary Research, Building Relationships, TDD
Education
National University of Singapore 2004 — 2008
Bachelor of Computing, Computer Engineering
AMM Mat Hr Sec School
Beth Neely's UBS AG Experience July 2007 - May 2011
Job Managing Director, Marketing at Magnetar Capital
Industry Financial Services
Experience
Magnetar Capital September 2014 - Present
Citigroup May 2011 - September 2014
UBS AG July 2007 - May 2011
Citi February 2006 - July 2007
Goldman Sachs June 1998 - February 2006
Skills
Alternative Investments
Education
James Madison University 1994 — 1998
Magnetar Capital September 2014 - Present
Citigroup May 2011 - September 2014
UBS AG July 2007 - May 2011
Citi February 2006 - July 2007
Goldman Sachs June 1998 - February 2006
Skills
Alternative Investments
Education
James Madison University 1994 — 1998
Felipe Cajiao's UBS AG Experience July 2004 - February 2006
Job Manager Project Valuation at NextEra Energy Resources
Industry Accounting
Experience
NextEra Energy Resources February 2013 - Present
Ernst & Young - Transaction Advisory Services August 2012 - February 2013
Ernst & Young - TAS Valuation July 2009 - August 2012
Ernst & Young - TAS Valuation February 2006 - July 2009
UBS AG July 2004 - February 2006
Skills
Valuation, Financial Modeling, Private Equity, Mergers & Acquisitions, Financial Analysis, Mergers, Investments, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA
University of Miami - School of Business 1999 — 2004
Bachelor, Business Administration; Economics; Finance
San Carlos
NextEra Energy Resources February 2013 - Present
Ernst & Young - Transaction Advisory Services August 2012 - February 2013
Ernst & Young - TAS Valuation July 2009 - August 2012
Ernst & Young - TAS Valuation February 2006 - July 2009
UBS AG July 2004 - February 2006
Skills
Valuation, Financial Modeling, Private Equity, Mergers & Acquisitions, Financial Analysis, Mergers, Investments, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA
University of Miami - School of Business 1999 — 2004
Bachelor, Business Administration; Economics; Finance
San Carlos
Shuquan Hou's UBS AG Experience March 2008 - October 2012
Job Financial System Developer at QRM
Industry Financial Services
Experience
QRM October 2012 - Present
UBS AG March 2008 - October 2012
UBS AG January 2004 - March 2008
UBS AG January 2004 - February 2005
Skills
Strong experience in..., SOAP web service,..., Trading Systems, Fixed Income, Derivatives, Credit Derivatives, Quantitative Finance, Electronic Trading, Options, Interest Rate..., Market Data, Bloomberg, Market Risk, Sybase, J2EE Application..., Oracle, Investment Banking, Middle Office, Trading
Education
The University of Chicago 2007 — 2009
MS, Financial Mathematics
University of Iowa 2001 — 2004
MS, Computer Science
Iowa State University
QRM October 2012 - Present
UBS AG March 2008 - October 2012
UBS AG January 2004 - March 2008
UBS AG January 2004 - February 2005
Skills
Strong experience in..., SOAP web service,..., Trading Systems, Fixed Income, Derivatives, Credit Derivatives, Quantitative Finance, Electronic Trading, Options, Interest Rate..., Market Data, Bloomberg, Market Risk, Sybase, J2EE Application..., Oracle, Investment Banking, Middle Office, Trading
Education
The University of Chicago 2007 — 2009
MS, Financial Mathematics
University of Iowa 2001 — 2004
MS, Computer Science
Iowa State University
John Tomaszewski Jr's UBS AG Experience November 2010 - Present
Job Executive Director and Counsel at UBS AG
Industry Law Practice
Experience
UBS AG November 2010 - Present
Law Firm of John J. Tomaszewski, Jr. April 2010 - November 2010
Morgan, Lewis & Bockius LLP June 2006 - December 2009
Thelen Reid Brown Raysman & Steiner LLP 2000 - 2006
Arthur Andersen 1999 - 2000
Skills
Employee Benefits, Executive Pay, Litigation, Deferred Compensation, Employment Law, Tax, Negotiation, Corporate Governance, Corporate Law, Due Diligence, Mergers & Acquisitions, Securities, Private Equity, Securities Regulation, Capital Markets, Legal Research, Qualified Retirement..., Financial Services
Education
Saint John's University School of Law 1996 — 1999
JD
Lehigh University 1990 — 1994
BS
UBS AG November 2010 - Present
Law Firm of John J. Tomaszewski, Jr. April 2010 - November 2010
Morgan, Lewis & Bockius LLP June 2006 - December 2009
Thelen Reid Brown Raysman & Steiner LLP 2000 - 2006
Arthur Andersen 1999 - 2000
Skills
Employee Benefits, Executive Pay, Litigation, Deferred Compensation, Employment Law, Tax, Negotiation, Corporate Governance, Corporate Law, Due Diligence, Mergers & Acquisitions, Securities, Private Equity, Securities Regulation, Capital Markets, Legal Research, Qualified Retirement..., Financial Services
Education
Saint John's University School of Law 1996 — 1999
JD
Lehigh University 1990 — 1994
BS
Jason Esposito's UBS AG Experience December 2006 - March 2010
Job Client Advisor at Thompson BMW
Industry Financial Services
Experience
Thompson BMW September 2014 - Present
Citi June 2011 - August 2014
Citi June 2011 - February 2012
Senior Bridge Family Companies, Inc. December 2010 - March 2011
Exclusive Charter Service, Inc. May 2010 - December 2010
UBS, AG December 2006 - March 2010
UBS, AG September 2006 - December 2006
UBS, AG September 2001 - September 2006
Morgan Stanley Dean Witter January 2001 - May 2001
ING-Barings June 2000 - September 2000
Skills
Forecasting, Risk Management, Wealth Management, Financial Reporting, Financial Analysis, Finance, Strategy, Business Analysis, Access, Corporate Finance, Investments, SAP, Analysis
Education
Towson University
B.S., Business Administration and Finance
Thompson BMW September 2014 - Present
Citi June 2011 - August 2014
Citi June 2011 - February 2012
Senior Bridge Family Companies, Inc. December 2010 - March 2011
Exclusive Charter Service, Inc. May 2010 - December 2010
UBS, AG December 2006 - March 2010
UBS, AG September 2006 - December 2006
UBS, AG September 2001 - September 2006
Morgan Stanley Dean Witter January 2001 - May 2001
ING-Barings June 2000 - September 2000
Skills
Forecasting, Risk Management, Wealth Management, Financial Reporting, Financial Analysis, Finance, Strategy, Business Analysis, Access, Corporate Finance, Investments, SAP, Analysis
Education
Towson University
B.S., Business Administration and Finance
Nicholas Marotta's UBS AG Experience 2014 - Present
Job Executive Director, Americas Monitoring, Surveillance & Controls at UBS
Industry Financial Services
Experience
UBS AG 2014 - Present
UBS Wealth Management November 2010 - 2014
UBS Wealth Management August 2009 - June 2010
UBS Wealth Management January 2008 - August 2009
UBS Wealth Management November 2004 - January 2008
Skills
Management, Financial Services, Risk Management, Finance, Equities, Strategic Planning, Securities, Trading Systems, Financial Analysis, Forecasting, MS Project, Valuation, Budgets, Trading, PMO
Education
Seton Hall University 1981 — 1983
MBA, Finance and Marketing
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics and Accounting
UBS AG 2014 - Present
UBS Wealth Management November 2010 - 2014
UBS Wealth Management August 2009 - June 2010
UBS Wealth Management January 2008 - August 2009
UBS Wealth Management November 2004 - January 2008
Skills
Management, Financial Services, Risk Management, Finance, Equities, Strategic Planning, Securities, Trading Systems, Financial Analysis, Forecasting, MS Project, Valuation, Budgets, Trading, PMO
Education
Seton Hall University 1981 — 1983
MBA, Finance and Marketing
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics and Accounting
William Harle's UBS AG Experience November 2005 - Present
Job IT Audit Manager at UBS AG
Industry Financial Services
Experience
UBS AG November 2005 - Present
UBS AG July 1998 - October 2005
Swiss Bank Corporation September 1993 - June 1998
Swiss Bank Corporation January 1989 - October 1993
Swiss Bank Corporation February 1985 - December 1989
Skills
Operational Risk..., Business Continuity, CISA, AML, Financial Risk, IT Audit, Operational Risk, Enterprise Risk..., Risk Management, CPA
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
APC, Certificate in Accounting
Rutgers University-New Brunswick 1983 — 1985
MBA, Operations Management
Tusculum College 1979 — 1981
BS, Business Administration
UBS AG November 2005 - Present
UBS AG July 1998 - October 2005
Swiss Bank Corporation September 1993 - June 1998
Swiss Bank Corporation January 1989 - October 1993
Swiss Bank Corporation February 1985 - December 1989
Skills
Operational Risk..., Business Continuity, CISA, AML, Financial Risk, IT Audit, Operational Risk, Enterprise Risk..., Risk Management, CPA
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
APC, Certificate in Accounting
Rutgers University-New Brunswick 1983 — 1985
MBA, Operations Management
Tusculum College 1979 — 1981
BS, Business Administration
Julia Bognon's UBS AG Experience October 1999 - Present
Job Benefits Specialist at UBS AG
Industry Investment Banking
Experience
UBS AG October 1999 - Present
CBS Corporation 1998 - 1999
General Signal Corporation 1996 - 1997
Edwards Systems Technology (a division of General Signal Corporation) June 1995 - 1996
Skills
HRIS, FSA, PeopleSoft, Pensions, Benefits Administration, Defined Contribution, Deferred Compensation, Human Resources
Education
Princeton University 1991 — 1995
Batchelor of Arts
UBS AG October 1999 - Present
CBS Corporation 1998 - 1999
General Signal Corporation 1996 - 1997
Edwards Systems Technology (a division of General Signal Corporation) June 1995 - 1996
Skills
HRIS, FSA, PeopleSoft, Pensions, Benefits Administration, Defined Contribution, Deferred Compensation, Human Resources
Education
Princeton University 1991 — 1995
Batchelor of Arts
Sheila Carnicelli's UBS AG Experience November 1997 - 2013
Job Board of Directors at YWCA USA
Industry Investment Banking
Experience
YWCA USA 2013 - Present
YWCA Palm Beach County 2013 - Present
YWCA USA 2013 - 2014
UBS AG November 1997 - 2013
KPMG US 1989 - 1997
Skills
Board of Directors..., Financial Analysis, Fixed Income, Financial Modeling, Derivatives, Capital Markets, Valuation, Equities, Hedge Funds, Investment Banking, Management, Finance, Corporate Finance, Alternative Investments, Risk Management, Financial Services
Education
Lafayette College 1985 — 1989
BA, Economics
New York University - Leonard N. Stern School of Business
MBA, Accounting
YWCA USA 2013 - Present
YWCA Palm Beach County 2013 - Present
YWCA USA 2013 - 2014
UBS AG November 1997 - 2013
KPMG US 1989 - 1997
Skills
Board of Directors..., Financial Analysis, Fixed Income, Financial Modeling, Derivatives, Capital Markets, Valuation, Equities, Hedge Funds, Investment Banking, Management, Finance, Corporate Finance, Alternative Investments, Risk Management, Financial Services
Education
Lafayette College 1985 — 1989
BA, Economics
New York University - Leonard N. Stern School of Business
MBA, Accounting
Aroldo Balbino's UBS AG Experience December 2013 - Present
Job Associate Director at UBS AG
Industry Financial Services
Experience
UBS AG December 2013 - Present
Merrill Lynch 2004 - 2013
Skills
Series 7, Portfolio Management
Education
State University of New York at Stony Brook 2001 — 2003
Bachelor's degree, Economics
UBS AG December 2013 - Present
Merrill Lynch 2004 - 2013
Skills
Series 7, Portfolio Management
Education
State University of New York at Stony Brook 2001 — 2003
Bachelor's degree, Economics
Brian Shah's UBS AG Experience June 2009 - August 2009
Job Corporate Strategy & Development | Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2014 - Present
JPMorgan Chase July 2011 - May 2014
BNP Paribas June 2010 - August 2010
UBS AG June 2009 - August 2009
Franklin Templeton June 2008 - August 2008
Education
Tufts University 2007 — 2011
Bachelor of Arts (B.A.), Economics
University of Oxford 2009 — 2010
Economics & Management
Neuberger Berman May 2014 - Present
JPMorgan Chase July 2011 - May 2014
BNP Paribas June 2010 - August 2010
UBS AG June 2009 - August 2009
Franklin Templeton June 2008 - August 2008
Education
Tufts University 2007 — 2011
Bachelor of Arts (B.A.), Economics
University of Oxford 2009 — 2010
Economics & Management
Sheena Koo's UBS AG Experience March 2011 - Present
Job Director Investment Operations Manager at UBS AG
Industry Investment Management
Experience
UBS AG March 2011 - Present
UBS AG March 2007 - February 2011
UBS Global Asset Management March 1999 - February 2007
Wilkinson & Grist January 1996 - February 1999
Skills
Middle Office, Legal Documents, Alternative Investments
Education
Institute of Company Secretaries and Administrators
The Hong Kong Polytechnic University
Company Secretarial Studies and Administration, C
UBS AG March 2011 - Present
UBS AG March 2007 - February 2011
UBS Global Asset Management March 1999 - February 2007
Wilkinson & Grist January 1996 - February 1999
Skills
Middle Office, Legal Documents, Alternative Investments
Education
Institute of Company Secretaries and Administrators
The Hong Kong Polytechnic University
Company Secretarial Studies and Administration, C
Mark Karrasch's UBS AG Experience March 2001 - July 2003
Job Associate Agent at Healthcare Solutions Team
Industry Insurance
Experience
Healthcare Solutions Team August 2013 - Present
xfa 2003 - 2011
UBS AG March 2001 - July 2003
Paine Webber, Inc January 1995 - March 2001
Kidder, Peabody and Co., Inc November 1978 - January 1995
Skills
Series 7, Options, Equities, Derivatives, Securities, ETFs, Electronic Trading, Financial Markets, Equity Trading, Proprietary Trading, Compliance, Stocks, Customer Relations, Equity Derivatives, Problem Solving, Trading, Commodity, Hedge Funds, Trading Strategies, Trading Systems, Alternative Investments, Fixed Income, Bloomberg, FX Options, Writing
Education
Moraine Valley Community College
Business Administration
Healthcare Solutions Team August 2013 - Present
xfa 2003 - 2011
UBS AG March 2001 - July 2003
Paine Webber, Inc January 1995 - March 2001
Kidder, Peabody and Co., Inc November 1978 - January 1995
Skills
Series 7, Options, Equities, Derivatives, Securities, ETFs, Electronic Trading, Financial Markets, Equity Trading, Proprietary Trading, Compliance, Stocks, Customer Relations, Equity Derivatives, Problem Solving, Trading, Commodity, Hedge Funds, Trading Strategies, Trading Systems, Alternative Investments, Fixed Income, Bloomberg, FX Options, Writing
Education
Moraine Valley Community College
Business Administration
Yunning Xu's UBS AG Experience January 2010 - April 2011
Job AML Compliance Officer
Industry Investment Banking
Experience
Citi September 2013 - Present
GE Capital May 2011 - September 2013
UBS AG January 2010 - April 2011
UBS Investment Bank November 2007 - January 2010
Skills
Investment Banking, AML, Due Diligence, KYC, FINRA, Equities, Financial Risk, Capital Markets, Fixed Income, Securities, Operational Risk
Education
Yale University
MA, MPhil, Economics
Peking University
BA, International Economics
Citi September 2013 - Present
GE Capital May 2011 - September 2013
UBS AG January 2010 - April 2011
UBS Investment Bank November 2007 - January 2010
Skills
Investment Banking, AML, Due Diligence, KYC, FINRA, Equities, Financial Risk, Capital Markets, Fixed Income, Securities, Operational Risk
Education
Yale University
MA, MPhil, Economics
Peking University
BA, International Economics
Daniel Goldenberg's UBS AG Experience 2006 - 2013
Job Associate CIB at RBS
Industry Investment Banking
Experience
Royal Bank of Scotland 2014 - Present
Shenkman Capital Management 2013 - 2014
UBS AG 2006 - 2013
Skills
Banking, Management, Loans, Training, Business Analysis, Corporate Finance, Business Strategy, Hedge Funds, Securities, Capital Markets, Analysis, Financial Services, Strategy, Trading, Financial Risk, Due Diligence, Leadership, Credit Risk
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
Master of Business Administration (MBA)
University of Connecticut
BA
Royal Bank of Scotland 2014 - Present
Shenkman Capital Management 2013 - 2014
UBS AG 2006 - 2013
Skills
Banking, Management, Loans, Training, Business Analysis, Corporate Finance, Business Strategy, Hedge Funds, Securities, Capital Markets, Analysis, Financial Services, Strategy, Trading, Financial Risk, Due Diligence, Leadership, Credit Risk
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
Master of Business Administration (MBA)
University of Connecticut
BA
Jonathan Plissner's UBS AG Experience October 2009 - Present
Job Executive Director, HR Global Diversity Officer/US EEO Officer at UBS AG
Industry Financial Services
Experience
UBS AG October 2009 - Present
UBS Investment Bank January 2007 - September 2009
Epstein Becker & Green, P.C. 2001 - December 2006
Morrison Cohen LLP 1994 - 2001
Donovan Leisure Newton & Irvine 1989 - 1994
Skills
Employee Relations, Employment Law, Talent Management, Affirmative Action
Education
UCLA School of Law 1986 — 1989
JD
UBS AG October 2009 - Present
UBS Investment Bank January 2007 - September 2009
Epstein Becker & Green, P.C. 2001 - December 2006
Morrison Cohen LLP 1994 - 2001
Donovan Leisure Newton & Irvine 1989 - 1994
Skills
Employee Relations, Employment Law, Talent Management, Affirmative Action
Education
UCLA School of Law 1986 — 1989
JD
Oscar Alvarado's UBS AG Experience September 2007 - November 2010
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2012 - Present
Bank of America Merrill Lynch November 2010 - April 2012
UBS AG September 2007 - November 2010
NYSE Regulation December 2004 - August 2007
Morgan Stanley Smith Barney 2002 - 2004
Skills
Series 7, Securities Regulation, Internal Audit, Regulatory Examinations, Risk Assessment, Risk Management, Compliance, AML, Internal Controls, Sales Practices, Issue Management, FINRA, Securities, Banking, Auditing, Fixed Income, Capital Markets, Operational Risk, Hedge Funds, Operational Risk..., Mutual Funds, Financial Risk, Investments, Financial Services, Due Diligence, Series 24
Education
Rutgers University 1999 — 2002
Bachelors of Science, Finance
Credit Suisse July 2012 - Present
Bank of America Merrill Lynch November 2010 - April 2012
UBS AG September 2007 - November 2010
NYSE Regulation December 2004 - August 2007
Morgan Stanley Smith Barney 2002 - 2004
Skills
Series 7, Securities Regulation, Internal Audit, Regulatory Examinations, Risk Assessment, Risk Management, Compliance, AML, Internal Controls, Sales Practices, Issue Management, FINRA, Securities, Banking, Auditing, Fixed Income, Capital Markets, Operational Risk, Hedge Funds, Operational Risk..., Mutual Funds, Financial Risk, Investments, Financial Services, Due Diligence, Series 24
Education
Rutgers University 1999 — 2002
Bachelors of Science, Finance
Arkady Nikitin's UBS AG Experience June 2004 - Present
Job software developer at UBS AG
Industry Financial Services
Experience
UBS AG June 2004 - Present
Skills
C++, High Frequency Trading, Multithreading, SDLC, Trading System, Agile Methodologies, Low Latency, Market Data, Trading Systems, Database Design, Java Enterprise Edition, Electronic Trading, R, SQL, Unix, Sybase
Education
Moscow State Institute of Radio Engineering, Electronics and Automation (Technical University) 1985 — 1991
BS, Computer science
UBS AG June 2004 - Present
Skills
C++, High Frequency Trading, Multithreading, SDLC, Trading System, Agile Methodologies, Low Latency, Market Data, Trading Systems, Database Design, Java Enterprise Edition, Electronic Trading, R, SQL, Unix, Sybase
Education
Moscow State Institute of Radio Engineering, Electronics and Automation (Technical University) 1985 — 1991
BS, Computer science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS