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
Saurabh Nayyar Saurabh Nayyar's UBS AG Experience June 2010 - August 2010
Job MBA Candidate, Class of 2016 at Michigan Ross
Industry Financial Services
Experience
University of Michigan Ross School of Business August 2014 - Present
Infosys May 2015 - July 2015
Impro Industries Ltd. March 2015 - April 2015
Deutsche Bank January 2014 - April 2014
Deutsche Bank May 2011 - December 2013
UBS AG June 2010 - August 2010
Maize and Blue Fund 2010 - 2010
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Michigan 2009 — 2010
MS, Financial Engineering
University of Mumbai 2005 — 2009
BE, Electronics Engineering
D.G. Ruparel College 2003 — 2005
HSC, Science [Grade XII]
Bombay Scottish School 1992 — 2003
ICSE [Grade X]
University of Michigan Ross School of Business August 2014 - Present
Infosys May 2015 - July 2015
Impro Industries Ltd. March 2015 - April 2015
Deutsche Bank January 2014 - April 2014
Deutsche Bank May 2011 - December 2013
UBS AG June 2010 - August 2010
Maize and Blue Fund 2010 - 2010
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Michigan 2009 — 2010
MS, Financial Engineering
University of Mumbai 2005 — 2009
BE, Electronics Engineering
D.G. Ruparel College 2003 — 2005
HSC, Science [Grade XII]
Bombay Scottish School 1992 — 2003
ICSE [Grade X]
Salvatore Gentile Salvatore Gentile's UBS AG Experience September 2006 - May 2008
Job Commodities Operations
Industry Oil & Energy
Experience
Freepoint Commodities December 2013 - Present
Societe Generale Energy Corp February 2011 - May 2012
Sempra Energy Trading LLC May 2008 - February 2011
Sempra Energy Trading May 2008 - January 2011
RBS Sempra Commodities 2008 - January 2011
UBS AG September 2006 - May 2008
UBS Investment Bank 2006 - 2008
BNP Paribas January 2004 - September 2006
BNP Paribas 2003 - 2006
Goldman, Sachs & Company October 1992 - August 2002
Skills
Commodity, Derivatives, Commodity Markets, Swaps, Financial Risk, Options, Risk Management, ISDA, Middle Office, Argentine Tango, Due Diligence, Voice Over, Energy Markets, Financial Services, Credit
Education
University of Minnesota-Twin Cities 1982 — 1987
BA, Economics
University of Minnesota
B.A, Economics
Freepoint Commodities December 2013 - Present
Societe Generale Energy Corp February 2011 - May 2012
Sempra Energy Trading LLC May 2008 - February 2011
Sempra Energy Trading May 2008 - January 2011
RBS Sempra Commodities 2008 - January 2011
UBS AG September 2006 - May 2008
UBS Investment Bank 2006 - 2008
BNP Paribas January 2004 - September 2006
BNP Paribas 2003 - 2006
Goldman, Sachs & Company October 1992 - August 2002
Skills
Commodity, Derivatives, Commodity Markets, Swaps, Financial Risk, Options, Risk Management, ISDA, Middle Office, Argentine Tango, Due Diligence, Voice Over, Energy Markets, Financial Services, Credit
Education
University of Minnesota-Twin Cities 1982 — 1987
BA, Economics
University of Minnesota
B.A, Economics
Cherrie Bagley Cherrie Bagley's UBS AG Experience January 2009 - June 2013
Job Trade Operations Analyst
Industry Financial Services
Experience
GE Capital April 2014 - Present
UBS AG January 2009 - June 2013
UBS AG November 2005 - January 2009
Citi September 2002 - November 2005
Citi August 1996 - September 2002
Bank of Tokyo-Mitsubishi UFJ January 1996 - March 1996
UBS Investment Bank formerly Swiss Bank Corporation January 1990 - June 1994
Skills
Derivatives, Risk Management, Investment Banking, Banking, FX Options, Financial Risk, Loans, Finance, Settlement, Foreign Exchange, Financial Analysis, Options, SWIFT payments, Financial Modeling, Investments, Strategic Financial..., Back Office, Analysis, MS Office Suite, DOX,..., CSE, MarkitServ Trade,..., Quality Center,..., MS Word, MS Excel, MS..., Workbench, REVAL
Education
University of Phoenix 2012 — 2014
Associate of Arts (A.A.), Accounting, 3.56
GE Capital April 2014 - Present
UBS AG January 2009 - June 2013
UBS AG November 2005 - January 2009
Citi September 2002 - November 2005
Citi August 1996 - September 2002
Bank of Tokyo-Mitsubishi UFJ January 1996 - March 1996
UBS Investment Bank formerly Swiss Bank Corporation January 1990 - June 1994
Skills
Derivatives, Risk Management, Investment Banking, Banking, FX Options, Financial Risk, Loans, Finance, Settlement, Foreign Exchange, Financial Analysis, Options, SWIFT payments, Financial Modeling, Investments, Strategic Financial..., Back Office, Analysis, MS Office Suite, DOX,..., CSE, MarkitServ Trade,..., Quality Center,..., MS Word, MS Excel, MS..., Workbench, REVAL
Education
University of Phoenix 2012 — 2014
Associate of Arts (A.A.), Accounting, 3.56
Jeffrey Matheny Jeffrey Matheny's UBS AG Experience February 2007 - 2008
Job System Operations Department Coordinator at GEICO
Industry Financial Services
Experience
GEICO March 2008 - Present
UBS AG February 2007 - 2008
UBS Investment Bank 2003 - 2006
UBS Investment Bank 2001 - 2003
Skills
Program Management, Change Management, Infrastructure, IT Strategy, Process Improvement, ITIL, IT Service Management, Risk Management, Sla, Project Portfolio..., Project Management, Disaster Recovery, Vendor Management, Business Requirements, Integration, SDLC, Technology Management, Proposal Writing, IT Management, Business Analysis
Education
University of Iowa
BA
GEICO March 2008 - Present
UBS AG February 2007 - 2008
UBS Investment Bank 2003 - 2006
UBS Investment Bank 2001 - 2003
Skills
Program Management, Change Management, Infrastructure, IT Strategy, Process Improvement, ITIL, IT Service Management, Risk Management, Sla, Project Portfolio..., Project Management, Disaster Recovery, Vendor Management, Business Requirements, Integration, SDLC, Technology Management, Proposal Writing, IT Management, Business Analysis
Education
University of Iowa
BA
John S. Chalkiopoulos John S. Chalkiopoulos's UBS AG Experience November 2010 - 2011
Job Director Infrastructure Management Executive at HCL Technologies
Industry Information Technology and Services
Experience
HCL Technologies 2015 - Present
Bank of America 2014 - September 2014
Vitabyte Inc. July 2013 - 2014
Athenian Solutions Inc. 2012 - May 2013
Deutsche Bank May 2013 - 2013
UBS AG November 2010 - 2011
CA Technologies January 2010 - 2010
Credit Suisse January 2007 - February 2009
JPMorgan Chase March 2006 - December 2006
Citigroup August 2005 - October 2005
Skills
Executive level, Risk Management, PMO, Program Management, Strategic planning, M&A experience, Portfolio Management, IT Strategy, IT Infrastructure..., Management Consulting, PMO set-up, IT Relationship..., IT Management, Start-up Ventures, IT Transformation, Strategic Leadership, Cross-functional Team..., IT Business Strategy, Disaster Recovery, Strategic Planning, Data Center, Executive Management, Business Analysis, Strategy, Business Process, Enterprise Architecture, Integration, Business Intelligence, Outsourcing, SDLC, Governance, Vendor Management, Enterprise Software
Education
University of La Verne
B.S. Organizational Management, Organizational Management
HCL Technologies 2015 - Present
Bank of America 2014 - September 2014
Vitabyte Inc. July 2013 - 2014
Athenian Solutions Inc. 2012 - May 2013
Deutsche Bank May 2013 - 2013
UBS AG November 2010 - 2011
CA Technologies January 2010 - 2010
Credit Suisse January 2007 - February 2009
JPMorgan Chase March 2006 - December 2006
Citigroup August 2005 - October 2005
Skills
Executive level, Risk Management, PMO, Program Management, Strategic planning, M&A experience, Portfolio Management, IT Strategy, IT Infrastructure..., Management Consulting, PMO set-up, IT Relationship..., IT Management, Start-up Ventures, IT Transformation, Strategic Leadership, Cross-functional Team..., IT Business Strategy, Disaster Recovery, Strategic Planning, Data Center, Executive Management, Business Analysis, Strategy, Business Process, Enterprise Architecture, Integration, Business Intelligence, Outsourcing, SDLC, Governance, Vendor Management, Enterprise Software
Education
University of La Verne
B.S. Organizational Management, Organizational Management
Niels Pennings Niels Pennings's UBS AG Experience February 2006 - July 2007
Job Vice President Business Development, Financial Services at The Smart Cube
Industry Information Technology and Services
Experience
The Smart Cube March 2015 - Present
IntercontinentalExchange Group, Inc. February 2012 - March 2015
IntercontinentalExchange Group, Inc. May 2010 - February 2012
PracticeOne, LLC October 2009 - January 2010
Goldman Sachs July 2007 - April 2009
UBS AG February 2006 - July 2007
JP Morgan Chase November 2004 - February 2006
Commerce Bank January 2004 - October 2004
Language House June 2002 - September 2003
Akamai Technologies July 2000 - October 2000
Education
University of Pennsylvania 1996 — 1999
BA, History
The Smart Cube March 2015 - Present
IntercontinentalExchange Group, Inc. February 2012 - March 2015
IntercontinentalExchange Group, Inc. May 2010 - February 2012
PracticeOne, LLC October 2009 - January 2010
Goldman Sachs July 2007 - April 2009
UBS AG February 2006 - July 2007
JP Morgan Chase November 2004 - February 2006
Commerce Bank January 2004 - October 2004
Language House June 2002 - September 2003
Akamai Technologies July 2000 - October 2000
Education
University of Pennsylvania 1996 — 1999
BA, History
Sandeep Kurne Sandeep Kurne's UBS AG Experience August 2010 - October 2012
Job Business Strategy & Operations Transformation Lead
Industry Management Consulting
Experience
KPMG January 2013 - Present
Venture Capital and Start-Up November 2012 - Present
UBS AG August 2010 - October 2012
EMC Consulting September 2009 - August 2010
Deloitte Consulting LLP July 2007 - February 2009
Citigroup Global Wealth Management January 2006 - June 2007
The Citigroup Private Bank January 2001 - December 2005
Citigroup Technology Inc. July 1999 - December 2001
Sprint International May 1994 - October 1996
Skills
Business Process..., Business Process..., Private Banking, Wealth Management, Re-engineering, Project Management, Business Expansion, Market Entry, Financial Services, Investment Banking, Portfolio Management, Business Transformation, PMO, Risk Management, Project Portfolio..., Analytics, Strategy, Outsourcing, Offshoring, Program Management, Business Development, CRM, Management Consulting, Business Analysis, IT Strategy, Start-ups, Cross-functional Team..., Business Strategy
Education
University of South Carolina - The Moore School of Business 1997 — 1999
Master of Business Administration (MBA), International Business
University of Mumbai 1990 — 1994
BE, Electronics Engineering
KPMG January 2013 - Present
Venture Capital and Start-Up November 2012 - Present
UBS AG August 2010 - October 2012
EMC Consulting September 2009 - August 2010
Deloitte Consulting LLP July 2007 - February 2009
Citigroup Global Wealth Management January 2006 - June 2007
The Citigroup Private Bank January 2001 - December 2005
Citigroup Technology Inc. July 1999 - December 2001
Sprint International May 1994 - October 1996
Skills
Business Process..., Business Process..., Private Banking, Wealth Management, Re-engineering, Project Management, Business Expansion, Market Entry, Financial Services, Investment Banking, Portfolio Management, Business Transformation, PMO, Risk Management, Project Portfolio..., Analytics, Strategy, Outsourcing, Offshoring, Program Management, Business Development, CRM, Management Consulting, Business Analysis, IT Strategy, Start-ups, Cross-functional Team..., Business Strategy
Education
University of South Carolina - The Moore School of Business 1997 — 1999
Master of Business Administration (MBA), International Business
University of Mumbai 1990 — 1994
BE, Electronics Engineering
Christopher Scheuer's UBS AG Experience January 1998 - January 2001
Job Principal at Current Specialties, LLC
Industry Food & Beverages
Experience
CURRENT SPECIALTIES, LLC September 2011 - Present
BRUNO SCHEIDT, INC May 2003 - September 2011
LOCOMOTION SOFTWARE & CONSULTING LLC January 2001 - January 2003
UBS AG January 1998 - January 2001
Barry Callebaut January 1991 - January 1997
Barry International January 1988 - January 1991
Cacao Barry Merchants Distribution, Inc January 1981 - January 1988
Skills
Ingredients, Food, Forecasting, Chocolate, Supply Chain, Purchasing, Bakery, Risk Management, New Business Development, Hedging, Manufacturing, Food Industry, Management
Education
University of Rochester
BA, Economics, Political Science
CURRENT SPECIALTIES, LLC September 2011 - Present
BRUNO SCHEIDT, INC May 2003 - September 2011
LOCOMOTION SOFTWARE & CONSULTING LLC January 2001 - January 2003
UBS AG January 1998 - January 2001
Barry Callebaut January 1991 - January 1997
Barry International January 1988 - January 1991
Cacao Barry Merchants Distribution, Inc January 1981 - January 1988
Skills
Ingredients, Food, Forecasting, Chocolate, Supply Chain, Purchasing, Bakery, Risk Management, New Business Development, Hedging, Manufacturing, Food Industry, Management
Education
University of Rochester
BA, Economics, Political Science
Sarah Bostwick's UBS AG Experience 2007 - 2008
Job At work, as in life, matter.
Industry Management Consulting
Experience
United Nations Global Compact July 2012 - Present
BSD Consulting May 2009 - July 2012
UBS AG 2007 - 2008
AIESEC - international leadership development organization 2006 - 2007
AIESEC - international leadership development organization 2005 - 2006
Education
University of Michigan 2001 — 2005
Bachelor of Arts
Yasuda High School - Hiroshima, Japan 2001 — 2001
Divine Child Catholic High School - Dearborn, Michigan 1997 — 2001
High School Diploma
United Nations Global Compact July 2012 - Present
BSD Consulting May 2009 - July 2012
UBS AG 2007 - 2008
AIESEC - international leadership development organization 2006 - 2007
AIESEC - international leadership development organization 2005 - 2006
Education
University of Michigan 2001 — 2005
Bachelor of Arts
Yasuda High School - Hiroshima, Japan 2001 — 2001
Divine Child Catholic High School - Dearborn, Michigan 1997 — 2001
High School Diploma
Taras Tikhomirov's UBS AG Experience November 2004 - February 2006
Job Owner/Manager at SPA LUX, LLC
Industry Health, Wellness and Fitness
Experience
SPA LUX, LLC August 2007 - Present
UBS AG November 2004 - February 2006
AVALON EXPLORATION, INC. / AVALON INTERNATIONAL, L.C. July 1997 - November 2004
Skills
Strategic Financial..., Business Strategy, Investments, Uniform Combined State..., Portfolio Management, Risk Management, Business Development, Entrepreneurship, Series 7, Strategic Planning, Investment Strategies, Asset Allocation, Budgets, Financial Advisory, Investment Advisory, Series 63, Financial Analysis, Start-ups, Finance, Sales, Business Planning, Operations Management, Management, New Business Development
Education
Peoples' Friendship University 1986 — 1994
Bachelor of Science, Economics
University of Louisville 1992 — 1993
Business/Managerial Economics
SPA LUX, LLC August 2007 - Present
UBS AG November 2004 - February 2006
AVALON EXPLORATION, INC. / AVALON INTERNATIONAL, L.C. July 1997 - November 2004
Skills
Strategic Financial..., Business Strategy, Investments, Uniform Combined State..., Portfolio Management, Risk Management, Business Development, Entrepreneurship, Series 7, Strategic Planning, Investment Strategies, Asset Allocation, Budgets, Financial Advisory, Investment Advisory, Series 63, Financial Analysis, Start-ups, Finance, Sales, Business Planning, Operations Management, Management, New Business Development
Education
Peoples' Friendship University 1986 — 1994
Bachelor of Science, Economics
University of Louisville 1992 — 1993
Business/Managerial Economics
Ann Chiang's UBS AG Experience June 2003 - May 2011
Job FinTech
Industry Internet
Experience
Macquarie Capital June 2013 - June 2014
UBS AG June 2003 - May 2011
Skills
Corporate Finance, Financial Modeling, Deal Execution, LBO, Valuation, Capital Raising, Investment Banking, Mergers & Acquisitions, Capital Markets, Due Diligence, Investments, Private Equity, Emerging Markets, Transaction Origination, Sector Coverage, Refinancings, Valuation Modeling, Business Strategy, Strategy, Venture Capital, Finance
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Economics (Concentration in Finance and Marketing)
Macquarie Capital June 2013 - June 2014
UBS AG June 2003 - May 2011
Skills
Corporate Finance, Financial Modeling, Deal Execution, LBO, Valuation, Capital Raising, Investment Banking, Mergers & Acquisitions, Capital Markets, Due Diligence, Investments, Private Equity, Emerging Markets, Transaction Origination, Sector Coverage, Refinancings, Valuation Modeling, Business Strategy, Strategy, Venture Capital, Finance
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Economics (Concentration in Finance and Marketing)
Marianela DelValle Marianela DelValle's UBS AG Experience 2006 - Present
Job Associate Director at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management September 2006 - Present
UBS AG 2006 - Present
Education
University of Rhode Island 1989 — 1993
UBS Wealth Management September 2006 - Present
UBS AG 2006 - Present
Education
University of Rhode Island 1989 — 1993
ej mcpherson ej mcpherson's UBS AG Experience 1981 - 1995
Job Learning Technologies Specialist, Learning Technologies, Virginia Tech
Industry Higher Education
Experience
Virginia Tech October 2008 - Present
Virginia Tech August 2002 - October 2008
Virginia Tech September 1997 - August 2002
UBS AG 1981 - 1995
First Chicago 1977 - 1980
Phillips Academy 1977 - 1977
Education
Virginia Polytechnic Institute and State University 1995 — 2011
Education
The University of Chicago 1978 — 1980
None, MBA/190
University of Pennsylvania 1972 — 1977
BA, Literary Sociology
Phillips Academy 1968 — 1972
HS
Virginia Tech October 2008 - Present
Virginia Tech August 2002 - October 2008
Virginia Tech September 1997 - August 2002
UBS AG 1981 - 1995
First Chicago 1977 - 1980
Phillips Academy 1977 - 1977
Education
Virginia Polytechnic Institute and State University 1995 — 2011
Education
The University of Chicago 1978 — 1980
None, MBA/190
University of Pennsylvania 1972 — 1977
BA, Literary Sociology
Phillips Academy 1968 — 1972
HS
Sharad Gulati Sharad Gulati's UBS AG Experience March 2006 - December 2006
Job VP, Global Technology at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase May 2014 - August 2015
Tahzoo March 2014 - May 2014
Nationwide Insurance October 2012 - February 2014
Populus Group August 2007 - September 2012
Nationwide Insurance January 2007 - August 2007
UBS AG March 2006 - December 2006
Albertsons Inc November 2004 - February 2006
Brown Forman August 2004 - November 2004
Skills
SDLC, SOA, Documentum, Enterprise Architecture, Business Analysis, Web Services, Websphere, Oracle, XML, SharePoint, Requirements Analysis, ASP, SQL, Requirements Gathering, Java, JSP, Web Content Management, Microsoft SQL Server, .NET, Scrum, Agile Project Management, Agile Methodologies, Java Enterprise Edition, Spring, Web Applications
Education
University of Louisville 2001 — 2004
MS, Computer Science
University of Pune 1996 — 2000
BE, Electronics Engineering
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase May 2014 - August 2015
Tahzoo March 2014 - May 2014
Nationwide Insurance October 2012 - February 2014
Populus Group August 2007 - September 2012
Nationwide Insurance January 2007 - August 2007
UBS AG March 2006 - December 2006
Albertsons Inc November 2004 - February 2006
Brown Forman August 2004 - November 2004
Skills
SDLC, SOA, Documentum, Enterprise Architecture, Business Analysis, Web Services, Websphere, Oracle, XML, SharePoint, Requirements Analysis, ASP, SQL, Requirements Gathering, Java, JSP, Web Content Management, Microsoft SQL Server, .NET, Scrum, Agile Project Management, Agile Methodologies, Java Enterprise Edition, Spring, Web Applications
Education
University of Louisville 2001 — 2004
MS, Computer Science
University of Pune 1996 — 2000
BE, Electronics Engineering
Raj Jamadagni's UBS AG Experience July 2007 - May 2011
Job Sr. Oracle DBA Developer at IntercontinentalExchange, Inc.
Industry Financial Services
Experience
IntercontinentalExchange, Inc. May 2011 - Present
UBS Investment Bank 2007 - January 2012
UBS AG July 2007 - May 2011
ESPN Inc September 1999 - June 2007
Skills
Oracle, Oracle RAC, SQL Tuning, Performance Tuning, Data Warehousing, Database Design, Data Modeling, PL/SQL, RMAN, Unix Shell Scripting, Solaris, SDLC, Unix, SQL
Education
University of Pune
BE (Computer Engineering)
IntercontinentalExchange, Inc. May 2011 - Present
UBS Investment Bank 2007 - January 2012
UBS AG July 2007 - May 2011
ESPN Inc September 1999 - June 2007
Skills
Oracle, Oracle RAC, SQL Tuning, Performance Tuning, Data Warehousing, Database Design, Data Modeling, PL/SQL, RMAN, Unix Shell Scripting, Solaris, SDLC, Unix, SQL
Education
University of Pune
BE (Computer Engineering)
Jonathan Calo's UBS AG Experience July 2005 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS AG July 2005 - Present
Skills
Derivatives, Equity Derivatives, Equities, Options, Bloomberg, Capital Markets, Financial Markets, Investment Banking, Portfolio Management, Equity Trading, Securities, Emerging Markets, Banking, Commodity, ETFs, Proprietary Trading, Finance, FX Options
Education
University of Michigan
Master of Science in Engineering, Financial Engineering
University of Michigan
Bachelor of Science in Engineering, Computer Engineering
Pioneer High School
UBS AG July 2005 - Present
Skills
Derivatives, Equity Derivatives, Equities, Options, Bloomberg, Capital Markets, Financial Markets, Investment Banking, Portfolio Management, Equity Trading, Securities, Emerging Markets, Banking, Commodity, ETFs, Proprietary Trading, Finance, FX Options
Education
University of Michigan
Master of Science in Engineering, Financial Engineering
University of Michigan
Bachelor of Science in Engineering, Computer Engineering
Pioneer High School
Alberto Hamonet's UBS AG Experience May 2000 - April 2010
Job US Domestic / International Financial Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch Global Wealth Management May 2012 - Present
BrightSide Partners LLC May 2010 - December 2011
UBS AG May 2000 - April 2010
Skills
Wealth Management, Private Banking, Alternative Investments, Wealth Management..., Series 7, Investment Advisory, Fixed Income, Investment Strategies, Asset Managment, Equities, Asset Allocation, Investment Banking, Structured Products, Investments, Portfolio Management, Series 63, Asset Management, Banking, Wealth, Equity Derivatives, Financial Markets, Hedge Funds, Capital Markets, Emerging Markets, Investment Management, Financial Services, Derivatives, Mutual Funds, Bonds, Bloomberg, Private Equity, Securities, ETFs, FX Options, FINRA, Finance, Financial Advisory, Options, Trading, Uniform Combined State...
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, International Finance
Universidad Catolica Argentina 1982 — 1987
CPA, Certified Public Accountant
Universidad Catolica Argentina 1982 — 1987
BA, Business Administration
Merrill Lynch Global Wealth Management May 2012 - Present
BrightSide Partners LLC May 2010 - December 2011
UBS AG May 2000 - April 2010
Skills
Wealth Management, Private Banking, Alternative Investments, Wealth Management..., Series 7, Investment Advisory, Fixed Income, Investment Strategies, Asset Managment, Equities, Asset Allocation, Investment Banking, Structured Products, Investments, Portfolio Management, Series 63, Asset Management, Banking, Wealth, Equity Derivatives, Financial Markets, Hedge Funds, Capital Markets, Emerging Markets, Investment Management, Financial Services, Derivatives, Mutual Funds, Bonds, Bloomberg, Private Equity, Securities, ETFs, FX Options, FINRA, Finance, Financial Advisory, Options, Trading, Uniform Combined State...
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, International Finance
Universidad Catolica Argentina 1982 — 1987
CPA, Certified Public Accountant
Universidad Catolica Argentina 1982 — 1987
BA, Business Administration
Paul Shotton's UBS AG Experience October 2008 - Present
Job Managing Director at Lehman Brothers
Industry Investment Banking
Experience
UBS AG October 2008 - Present
Lehman June 2004 - October 2008
JP Morgan, Chase & Company July 1997 - May 2004
Education
University of Oxford 1979 — 1985
UBS AG October 2008 - Present
Lehman June 2004 - October 2008
JP Morgan, Chase & Company July 1997 - May 2004
Education
University of Oxford 1979 — 1985
Jeff Westergaard's UBS AG Experience October 1993 - October 2005
Job at Morningstar
Industry Research
Experience
Morningstar May 2011 - Present
First Trust Portfolios LP November 2005 - May 2011
UBS AG October 1993 - October 2005
UBS Financial Services Inc 1993 - 2005
Paine Webber January 1995 - October 2000
Dean Witter May 1987 - October 1993
E.F. Hutton December 1985 - May 1987
J.F Hartfield & Co. June 1982 - December 1985
Skills
Securities, Fixed Income, Financial Markets, Analysis, Trading, Investments, Capital Markets
Education
Van Meter Community High School 1974 — 1984
University of Iowa 1978 — 1982
BBA, Economics, Finance
Morningstar May 2011 - Present
First Trust Portfolios LP November 2005 - May 2011
UBS AG October 1993 - October 2005
UBS Financial Services Inc 1993 - 2005
Paine Webber January 1995 - October 2000
Dean Witter May 1987 - October 1993
E.F. Hutton December 1985 - May 1987
J.F Hartfield & Co. June 1982 - December 1985
Skills
Securities, Fixed Income, Financial Markets, Analysis, Trading, Investments, Capital Markets
Education
Van Meter Community High School 1974 — 1984
University of Iowa 1978 — 1982
BBA, Economics, Finance
Joseph Siciliano's UBS AG Experience 1993 - 2007
Job JSIS Consulting LLC
Industry Management Consulting
Experience
JSIS Consulting September 2009 - Present
Barclays Capital 2009 - 2009
UBS AG 1993 - 2007
UBS 1993 - 2007
Education
University of Rhode Island 1986 — 1993
BA, Communications
JSIS Consulting September 2009 - Present
Barclays Capital 2009 - 2009
UBS AG 1993 - 2007
UBS 1993 - 2007
Education
University of Rhode Island 1986 — 1993
BA, Communications
Paul Shotton's UBS AG Experience October 2008 - Present
Job Managing Director at UBS AG
Industry Financial Services
Experience
UBS AG October 2008 - Present
Lehman Brothers June 2004 - October 2008
JP Morgan 1997 - 2004
JPMorgan, Chase & Co. 1997 - 2004
Goldman Sachs 1987 - 1992
Skills
Portfolio Management, Risk Management, Market Risk, Operational Risk, Investment Banking, Credit Derivatives, Bonds, Fixed Income, Interest Rate..., Hedge Funds, Capital Markets, Counterparty Risk, Derivatives, Financial Risk, Prime Brokerage, Equities, Asset Management, Alternative Investments, Structured Products, Management, Trading Systems, Credit Risk, Equity Derivatives, Emerging Markets, Asset Managment, Quantitative Finance, Valuation, Financial Analysis, FX Options, Financial Markets, Liquidity Risk
Education
University of Oxford 1979 — 1985
BA, MA, DPhil, Physics: High Energy Physics
UBS AG October 2008 - Present
Lehman Brothers June 2004 - October 2008
JP Morgan 1997 - 2004
JPMorgan, Chase & Co. 1997 - 2004
Goldman Sachs 1987 - 1992
Skills
Portfolio Management, Risk Management, Market Risk, Operational Risk, Investment Banking, Credit Derivatives, Bonds, Fixed Income, Interest Rate..., Hedge Funds, Capital Markets, Counterparty Risk, Derivatives, Financial Risk, Prime Brokerage, Equities, Asset Management, Alternative Investments, Structured Products, Management, Trading Systems, Credit Risk, Equity Derivatives, Emerging Markets, Asset Managment, Quantitative Finance, Valuation, Financial Analysis, FX Options, Financial Markets, Liquidity Risk
Education
University of Oxford 1979 — 1985
BA, MA, DPhil, Physics: High Energy Physics
Robert Mallernee's UBS AG Experience 2007 - 2009
Job CEO, Eton Advisors, L.P. CFA, CPA
Industry Financial Services
Experience
Eton Advisors, L.P. June 2009 - Present
UBS AG 2007 - 2009
US Trust 1999 - 2007
U.S. Trust Company, N.A. 1999 - 2007
North Carolina Trust Company April 1991 - August 1999
Price Waterhouse Coopers December 1987 - March 1991
Arthur Andersen & Co. January 1983 - November 1987
Skills
Alternative Investments, Wealth Management, Hedge Funds, Asset Allocation, Investments, Asset Management, Portfolio Management, Private Equity, Management, Investment Management, Equities, Investment Advisory, Wealth Management..., Financial Services
Education
The University of Chicago 1987 — 1991
MBA, Finance, International Business
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1979 — 1982
BSBA, Business and Accounting
Eton Advisors, L.P. June 2009 - Present
UBS AG 2007 - 2009
US Trust 1999 - 2007
U.S. Trust Company, N.A. 1999 - 2007
North Carolina Trust Company April 1991 - August 1999
Price Waterhouse Coopers December 1987 - March 1991
Arthur Andersen & Co. January 1983 - November 1987
Skills
Alternative Investments, Wealth Management, Hedge Funds, Asset Allocation, Investments, Asset Management, Portfolio Management, Private Equity, Management, Investment Management, Equities, Investment Advisory, Wealth Management..., Financial Services
Education
The University of Chicago 1987 — 1991
MBA, Finance, International Business
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1979 — 1982
BSBA, Business and Accounting
Alexandre Bouilloux's UBS AG Experience June 2011 - August 2011
Job Credit Sales Associate at Credit Agricole CIB
Industry Investment Banking
Experience
Credit Agricole CIB January 2013 - Present
UBS AG June 2011 - August 2011
Education
University of Richmond 2008 — 2012
BS, Finance
International School of Geneva 2006 — 2008
International Baccalaureate
Yale University 2006 — 2006
Summer Student
Credit Agricole CIB January 2013 - Present
UBS AG June 2011 - August 2011
Education
University of Richmond 2008 — 2012
BS, Finance
International School of Geneva 2006 — 2008
International Baccalaureate
Yale University 2006 — 2006
Summer Student
Michael J. Walsh's UBS AG Experience March 2000 - December 2002
Job Prop Trader, Partner at Redwing Tradding LLC
Industry Capital Markets
Experience
Redwing Tradding LLC November 2009 - Present
Hanley Group, LLP June 2008 - September 2009
Sallerson - Troob, LLC September 2007 - April 2008
Galt Trading Company February 2005 - September 2007
Peak6 Investments, LP September 2003 - February 2005
UBS AG March 2000 - December 2002
Ernst & Young, LLP September 1997 - March 2000
Skills
Trading, Equities, Options, Portfolio Management, Hedge Funds, Electronic Trading, Derivatives
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1997
Accountancy, Accouting, Finance, Spanish
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor's degree, Accounting and Finance
Redwing Tradding LLC November 2009 - Present
Hanley Group, LLP June 2008 - September 2009
Sallerson - Troob, LLC September 2007 - April 2008
Galt Trading Company February 2005 - September 2007
Peak6 Investments, LP September 2003 - February 2005
UBS AG March 2000 - December 2002
Ernst & Young, LLP September 1997 - March 2000
Skills
Trading, Equities, Options, Portfolio Management, Hedge Funds, Electronic Trading, Derivatives
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1997
Accountancy, Accouting, Finance, Spanish
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor's degree, Accounting and Finance
Aaron Guttman's UBS AG Experience March 2006 - November 2012
Job Owner Guttman Technology Associates, LLC
Industry Computer Software
Experience
Guttman Technology Associates, LLC August 2013 - Present
UBS AG March 2006 - November 2012
Financial Detectives, Inc. 2005 - 2006
Prudential Financial February 2003 - 2004
Prudential Securites, Inc. 1995 - 2002
Skills
Trading Systems, Business Analysis, Requirements Analysis, SDLC, Fixed Income, Equities, Software Project..., IT Strategy, SQL, Business Requirements, User Acceptance Testing, Vendor Management, Project Management, Requirements Gathering, Software Development
Education
University of Florida 1985 — 1990
BSBA, Finance
Guttman Technology Associates, LLC August 2013 - Present
UBS AG March 2006 - November 2012
Financial Detectives, Inc. 2005 - 2006
Prudential Financial February 2003 - 2004
Prudential Securites, Inc. 1995 - 2002
Skills
Trading Systems, Business Analysis, Requirements Analysis, SDLC, Fixed Income, Equities, Software Project..., IT Strategy, SQL, Business Requirements, User Acceptance Testing, Vendor Management, Project Management, Requirements Gathering, Software Development
Education
University of Florida 1985 — 1990
BSBA, Finance
Abhijit Nirgude's UBS AG Experience October 2003 - February 2013
Job Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2014 - Present
BNP Paribas February 2013 - Present
UBS AG October 2003 - February 2013
Credit Suisse May 2001 - October 2003
Goldman Sachs November 1999 - April 2001
Skills
SDLC, Unix, SQL, Software Development, Solaris, Software Project..., Requirements Analysis, Oracle, Perl, Sybase, T-SQL, T-SQL Stored Procedures, Performance Tuning, Autosys, Stored Procedures, Business Intelligence, SQL Tuning, Business Objects, Shell Scripting, Unix Shell Scripting, Databases, Requirements Gathering, Business Analysis, Disaster Recovery, Database Design, Analysis, Production Support, Systems Analysis, Relational Databases, Ksh, Data Warehousing, Testing, Data Migration
Education
University of Pune
Bachelor of Engineering (B.E.), Computer Science
BNP Paribas June 2014 - Present
BNP Paribas February 2013 - Present
UBS AG October 2003 - February 2013
Credit Suisse May 2001 - October 2003
Goldman Sachs November 1999 - April 2001
Skills
SDLC, Unix, SQL, Software Development, Solaris, Software Project..., Requirements Analysis, Oracle, Perl, Sybase, T-SQL, T-SQL Stored Procedures, Performance Tuning, Autosys, Stored Procedures, Business Intelligence, SQL Tuning, Business Objects, Shell Scripting, Unix Shell Scripting, Databases, Requirements Gathering, Business Analysis, Disaster Recovery, Database Design, Analysis, Production Support, Systems Analysis, Relational Databases, Ksh, Data Warehousing, Testing, Data Migration
Education
University of Pune
Bachelor of Engineering (B.E.), Computer Science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS