UBS Financial

Industry: Investment banking company

Description

UBS 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 Financial Employees

Employee
Years
Job
Industry
Sujan Chakradhar Sujan Chakradhar San Francisco, California Details
Sujan Chakradhar's UBS Financial Experience January 2005 - May 2005
Job Trade Operation/Middle Office at Conifer Asset Management
Industry Financial Services
Experience
Conifer Asset Management   January 2008 - Present
Thales Fund Management  July 2007 - December 2007
BISYS Alternative Investment Services   December 2005 - June 2007
UBS Financial   January 2005 - May 2005

Skills
Hedge Funds, Equities, Alternative Investments, Bloomberg, Fund Accounting, Investments, Mutual Funds, Project Management, Microsoft Excel, Asset Management, Series 7, Fund Administration, Accounting, Management, Trading, Asset Managment, VBA, macro, Portfolio Management, Securities

Education
Kean University   2003 — 2005
Bachelor in Finance, Finance

Kean University
Bachelor of Arts, Finance

Foothill College
Associate, Business Administration

Jack Mergner Jack Mergner Greensboro/Winston-Salem, North Carolina Area Details
Jack Mergner's UBS Financial Experience April 2000 - December 2004
Job President at JGM Wealth Management, LLC
Industry Financial Services
Experience
JGM Wealth Management, LLC   June 2013 - Present
Marcellus Energy Partners, LLC   July 2014 - Present
JGM Partners LLC   January 2010 - Present
Strategic Insurance Solutions Inc.   March 2010 - Present
Management Enterprises, Inc.   June 1986 - December 2009
Resource Companies, Inc.   December 2004 - December 2008
UBS Financial   April 2000 - December 2004
Smith Barney  March 1995 - April 2000
Wheat First Securities  February 1992 - March 1995
Dominick & Dominick, Inc.   June 1985 - February 1992

Skills
Investments, Business Funding, Fixed Annuities, Strategic Financial..., Retirement, Small Business, Asset Management, Life Insurance, Insurance, Portfolio Management, Financial Services, Wealth Management, Retirement Planning, Finance, Start-ups, Risk Management, Management Consulting, Management, Asset Allocation, Strategic Planning, Estate Planning, Project Management, Leadership, Personal Finance, New Business Development, Entrepreneurship, Employee Benefits, Business Planning, Marketing, Financial Analysis, Asset Managment, Financial Planning, Capital Raising, Oil & Gas, Business Development, Mergers & Acquisitions, Real Estate Development, Professional Mentoring, A&D, Construction &..., SBA 7(a) and 504 Loans, Franchise Consulting, A/R Financing &..., Oil & Gas Industry, Marcellus Shale Gas..., Equipment Financing, USDA Financing, LLCs, C Corps,..., Business Funding Using..., Buy-Sell Agreements &...

Education
The Catholic University of America   1976 — 1980
Bachelor of Science (BS), Accounting

Doug Lem CEP® Doug Lem CEP® Greater Los Angeles Area Details
Doug Lem CEP®'s UBS Financial Experience January 2001 - February 2008
Job Senior Wealth and Insurance Planning Strategist at MBG Institutional
Industry Financial Services
Experience
MBG Institutional   October 2014 - Present
Mercury Financial Group  October 2012 - September 2014
Lem Insurance Services Inc.   January 2008 - September 2012
UBS Financial   January 2001 - February 2008
Lem Financial Services   January 1976 - December 2007

Skills
Estate Planning, Financial Planning, Securities, Life insurance, Insurance, Wealth Transfer, Wealth Management, Financial Planners, Life Insurance, Retirement Planning, Strategic Financial..., Retirement, Wealth, Long Term Care Insurance, Succession Planning, Investments, Financial Advisory, Series 7, Health Insurance, High Net Worth..., Long-term Care, Banking, Pensions, 401k, Investment Strategies, Finance, Disability Insurance, Wealth Management..., Term Life Insurance, Asset Allocation, Investment Advisory, Fixed Annuities, Alternative Investments, Series 63, Wealth Accumulation, IRAs, Asset Management

Education
CSU Chico   1975 — 1976
Teaching Credential, Math, PE

UC Berkeley   1971 — 1976
BA, Math

Nicholas Liguori Nicholas Liguori Greater Boston Area Details
Nicholas Liguori's UBS Financial Experience January 2010 - May 2010
Job Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  October 2012 - Present
Fidelity Investments  January 2012 - October 2012
Fidelity Investments  July 2010 - January 2012
UBS FINANCIAL   January 2010 - May 2010

Skills
Investments, Portfolio Management, Mutual Funds, Accounting, PowerPoint, Microsoft Excel, Outlook, Asset Managment, Public Speaking

Education
Southern New Hampshire University   2011 — 2015
Master of Science (M.S.), Finance

Curry College   2006 — 2010
BA, Accounting, Applied Computing

Nadia Shokohi Nadia Shokohi Greater Denver Area Details
Nadia Shokohi's UBS Financial Experience August 2004 - May 2008
Job Wealth Manager at Bahr Investment Group
Industry Financial Services
Experience
Bahr Investment Group   April 2014 - Present
Hunter Retirement & Wealth Management   May 2008 - April 2014
UBS  January 2005 - May 2008
UBS Financial   August 2004 - May 2008

Skills
Investments, Retirement, 401k, Financial Services, Securities, Finance, Series 7, Financial Planning, Mutual Funds, Retirement Planning, Wealth, FINRA

Education
University of Colorado School of Medicine   1997 — 2002
Pediatrics, Neonatal-Perinatal Medicine Residency Program

University of Colorado Denver   1997 — 1999
Doctor of Philosophy (PhD), Pediatric Nurse/Nursing

University of Minnesota-Twin Cities   1993 — 1995
Master's degree, Human/Medical Genetics

St. Catherine University   1988 — 1993
Bachelor's degree, Biology and Chemistry

Regina High School   1984 — 1987
High School

Ken Lynch Ken Lynch Greater Los Angeles Area Details
Ken Lynch's UBS Financial Experience January 2011 - January 2012
Job President and Founder at The Mindful Warrior Project
Industry Financial Services
Experience
The Mindful Warrior Project   July 2014 - Present
The Mindful Warrior Project   2013 - Present
UBS Financial   January 2011 - January 2012
MindGlo   March 2009 - October 2010
E*TRADE Financial  January 2002 - December 2008
US Navy  January 1990 - January 1994

Skills
Program Management, Management, Coaching, Business Development, Risk Management, Customer Satisfaction, Strategic Planning, Product Management, Team Building, Performance Management, Customer Service, Vendor Management, Team Leadership, Cross-functional Team..., Project Management, Analysis, Leadership, Process Improvement, Sales, Business Analysis

Education
Sacramento City College   2000 — 2003
studies, Business

Angelo Ciliento, CFP® Angelo Ciliento, CFP® Scottsdale, Arizona Details
Angelo Ciliento, CFP®'s UBS Financial Experience December 2000 - February 2009
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2009 - Present
UBS Financial   December 2000 - February 2009
Merrill Lynch  October 1988 - December 2000

Skills
Public Speaking, Retirement Planning, Investments, Financial Analysis, Asset Management, Insurance, Financial Services, Risk Management, Asset Allocation

Education
The College of New Jersey   1976 — 1980
Bachelor's degree, Political Science and Government

Aaron Greenberger Aaron Greenberger Greater New York City Area Details
Aaron Greenberger's UBS Financial Experience January 2000 - January 2005
Job CoFounder at Big Little Innovations, LLC
Industry Marketing and Advertising
Experience
Big Little Innovations, LLC   November 2013 - Present
Digitas  November 2007 - July 2013
Crayon   July 2006 - November 2007
DDB Worldwide  January 2005 - February 2006
UBS Financial   January 2000 - January 2005

Skills
Organizational..., Employee Engagement, Workshop Facilitation, Leadership Development, Training Facilitation, Onboarding, Organizational..., Social Media, Integrated Marketing, Strategy, Organizational Learning, Cross-functional Team..., Digital Marketing, Content Development, Talent Management, Start-ups, Mobile Marketing, Online Advertising, Project Planning, Management, Digital Media, Digital Strategy, Internal Communications

Education
Fordham University   1997 — 1999
Master of Social Work (MSW), Clinical/Medical Social Work

Brandeis University   1991 — 1995
BA, Psychology

Raj Yarlagadda Raj Yarlagadda Greater New York City Area Details
Raj Yarlagadda's UBS Financial Experience February 2006 - April 2006
Job Senior Citrix Engineer at Geller & Company
Industry Information Technology and Services
Experience
Geller & Company  April 2015 - Present
AXIS Capital  November 2007 - March 2015
Microsoft  January 2007 - November 2007
GMAC Financial Services  May 2006 - January 2007
UBS FInancial   February 2006 - April 2006
JPMorgan Chase  2000 - 2005

Skills
Application..., Citrix, Application Packaging, Windows Server, App-V, VBScript, VMware ESX, Powershell, Active Directory, IT Management, Microsoft Technologies, VMware Infrastructure, System Deployment, SCCM, Virtualization, Hyper-V, SDLC, Requirements Analysis, Vendor Management, VMware, Integration, IT Strategy, ITIL, Disaster Recovery, DNS, Enterprise Architecture, Group Policy, Solution Architecture, IT Infrastructure..., Leadership

Education
Bangalore University
B.S (4 year Degree), Electronics and Communication Engineering

St. Joseph's High School

Durongkarn Khajorndecha Durongkarn Khajorndecha Greater Los Angeles Area Details
Durongkarn Khajorndecha's UBS Financial Experience June 2010 - August 2010
Job Marketing Executive at Aquarius Estate Co Ltd.
Industry Restaurants
Experience
Self employed  April 2013 - Present
Aquarius Estate Co Ltd.   May 2012 - March 2013
Red Ginger Thai & SushiWoodland   January 2010 - January 2012
Exotic Thai Café   January 2004 - January 2012
UBS Financial   June 2010 - August 2010
Dan V Hua   June 2009 - September 2009

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Social Media, Financial Analysis, Real Estate, Sales, Accounting, Online Advertising, Financial Modeling, Account Management, Research, Marketing, Financial Reporting, Social Media Marketing, Outlook, Event Management

Education
University of California, Irvine   2007 — 2011
B.A., Business Economics

Agoura High School   2003 — 2007

Michael Idy Michael Idy United States Details
Michael Idy's UBS Financial Experience March 2011 - Present
Job UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial   March 2011 - Present

Education
University of Miami
BA, Economics

The Taft School

Palm Beach Day School

Allen-Stevenson School

Brian Huber Brian Huber San Francisco Bay Area Details
Brian Huber's UBS Financial Experience September 2009 - December 2009
Job Passionate Entrepreneurial Solutioner
Industry Information Technology and Services
Experience
Freelance Photographer and Graphic Design   January 2004 - Present
Adaptive Insights  July 2014 - June 2015
Forrest Associates   October 2013 - May 2014
IQNavigator  August 2012 - October 2013
Rivet Software  June 2011 - June 2012
Rivet Software  February 2011 - June 2011
UBS Financial   September 2009 - December 2009

Skills
Business Analysis, SaaS, Financial Analysis, Information Systems, Microsoft Office, Microsoft Word, Troubleshooting, Analysis, Management, CRM, Photoshop, Passion for Quality, IT Troubleshooting, Salesforce.com, Leadership, Program Management, Visual Studio, SharePoint, Quality Assurance, Vendor Management, Data Analysis, Team Leadership, Business Strategy, Microsoft Excel, Visio, Maintaining Strong..., Microsoft Visual Studio, Microsoft Office..., Project Management, Business Intelligence, Integration, Training, SQL, Agile Methodologies, Financial Modeling, Software Documentation, ERP, Finance, Entrepreneurship, Accounting, Access, Forecasting, Software Project..., Enterprise Software, Process Improvement, Analytics, Business Process..., Customer Service, Functional Analysis, Strategy

Education
Colorado State University   2007 — 2010
BS in Business Administration, Finance, International Business

SRH Heidelberg University   2009 — 2009
International Business, European culture

Peter Hamilton Nee Peter Hamilton Nee Greater Boston Area Details
Peter Hamilton Nee's UBS Financial Experience 2009 - Present
Job Vice President, Investments at UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Financial   2009 - Present
Merrill Lynch  March 2003 - January 2009
Bank of Boston  1983 - March 2003
FleetBoston Financial  2000 - 2003
BankBoston FInancial   1984 - 2003

Education
Gordon College   1977 — 1981
BA

Rothesay Collegiate School   1972 — 1977
HS

Ancient and Honorable Artillery Company of Massachusetts

Sovereign Military Order of The Temple of Jerusalem: Grand Priory of the United States of America

Sovereign Military Order of the Temple of Jerusalem: Co-Chair Grand Convent and Investature 2015

Winslow Lewis Lodge

Jack Bliss Jack Bliss Jacksonville, Florida Area Details
Jack Bliss's UBS Financial Experience March 2007 - Present
Job Vice President, Portfolio Manager at UBS Financial
Industry Financial Services
Experience
UBS Financial   March 2007 - Present
Revlon  1981 - 1985
Prince Matchabelli   1979 - 1981

Skills
Personal Financial..., Estate Planning, Retirement Planning

Education
Lehigh University   1963 — 1967
B,S. Business Administratio, Electrical Engineering and Bus Admin

Mark Sargon Mark Sargon Greater Atlanta Area Details
Mark Sargon's UBS Financial Experience 1996 - 2004
Job Regional Director at Piedmont Capital Distributors
Industry Financial Services
Experience
Piedmont Capital Distributors  September 2014 - Present
Morgan Keegan  December 2008 - March 2013
Advisors Asset Management  2007 - 2008
UBS Financial   1996 - 2004
SunTrust Robinson Humphrey  1989 - 1996

Skills
Investments, Asset Management, Equities, Portfolio Management, Retirement, Bonds, Retirement Planning, Series 7, Mutual Funds, Wealth, Loans, Separately Managed..., Fixed Income, Life Insurance, Financial Advisory, Financial Modeling, Risk Management, ETFs, Private Equity, Funding, Series 65, Series 63, Options, Investment Advisory, Financial Analysis, Asset Allocation, Securities, 401k, Series 6, Alternative Investments, Wealth Management, Strategic Financial..., Hedge Funds, Estate Planning, Investment Management, IRAs, Asset Managment, Financial Planning, FINRA, Uniform Combined State..., Investment Strategies, Capital Markets, Trading, Financial Services

Education
Ohio University   1981 — 1985
Bachelor of Science, Organizational Communication

Firestone HS   1978 — 1982

Blake Jenkins Blake Jenkins Greater Milwaukee Area Details
Blake Jenkins's UBS Financial Experience June 2010 - September 2012
Job Financial Analyst at FedEx
Industry Financial Services
Experience
FedEx  December 2014 - Present
UMB Fund Services  March 2013 - November 2014
UBS Financial   June 2010 - September 2012

Skills
Series 7, Technical Analysis, Fundamental Research, Equity Valuation, Qualitative Research

Education
Bethel University   2008 — 2012
B.A. Business, Finance

Lauren Rizzo Lauren Rizzo Greater Detroit Area Details
Lauren Rizzo's UBS Financial Experience May 2007 - August 2007
Job Associate at Mercer
Industry Insurance
Experience
Mercer  May 2013 - Present
Aon Hewitt  July 2010 - Present
Aon Consulting  May 2009 - December 2009
UBS Financial   May 2007 - August 2007

Skills
Management, Employee Benefits, Process Improvement, Financial Analysis, Economics, Microsoft Excel, Accounting, PowerPoint, Leadership, Project Management, Microsoft Word, Microsoft Office, Sales, Customer Service, Performance Management, Data Analysis, Finance, Consulting, Actuarial Science

Education
Michigan State University - The Eli Broad Graduate School of Management   2005 — 2010
Finance, Actuarial Science

Lionel Claxton Lionel Claxton Dallas/Fort Worth Area Details
Lionel Claxton's UBS Financial Experience June 2008 - July 2012
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  2012 - Present
UBS Financial   June 2008 - July 2012
Charles Schwab  2000 - 2008
Morgan Stanley  1999 - 2000

Education
PDI/ University of North Texas   2009 — 2010
CFP

Los Angeles Pierce College
Finance

Laura Vanden Heuvel Laura Vanden Heuvel Greater Minneapolis-St. Paul Area Details
Laura Vanden Heuvel's UBS Financial Experience June 2008 - August 2008
Job Sr IT Project Manager at UHG, Principal Consultant at LVH Consulting, Junior League of Minneapolis
Industry Information Technology and Services
Experience
LVH Consulting  September 2013 - Present
UnitedHealth Group Innovation Research & Development   May 2012 - Present
Accenture  September 2010 - May 2012
Accenture  October 2008 - September 2010
UBS Financial   June 2008 - August 2008
Thrivent Financial for Lutherans  June 2007 - August 2007

Skills
Business Analysis, Business Process..., Requirements Analysis, Management Consulting, Software Project..., Business Intelligence, Requirements Gathering, Process Improvement, Integration, Change Management, IT Strategy, Business Process, PMO, Project Management, Business Process Design, Business Transformation, Vendor Management, Visio, Program Management, Leadership

Education
Luther College   2004 — 2008
BA, Business Management, Spanish

Robert Mortimer CFP® Robert Mortimer CFP® Greater Chicago Area Details
Robert Mortimer CFP®'s UBS Financial Experience 2007 - 2010
Job Senior Vice President at Wunderlich Securities
Industry Investment Management
Experience
Wunderlich Securities  May 2010 - Present
UBS Financial   2007 - 2010
Piper Jaffray  2005 - 2007
RBC Dain Rauscher  1994 - 2003
Kemper Securities  1993 - 1994

Skills
Coaching, Recruiting, General Management, Financial Planning, Wealth Management, Insurance, Experienced Branch...

Education
Northwestern University - Kellogg School of Management   1978 — 1980
MM, Finance

Dartmouth College   1972 — 1976

Jeff Chowning Jeff Chowning Greensboro/Winston-Salem, North Carolina Area Details
Jeff Chowning's UBS Financial Experience September 2002 - November 2009
Job Investment Executive at Davenport & Company LLC, Financial Advisor
Industry Financial Services
Experience
Davenport & Company LLC  November 2009 - Present
UBS Financial   September 2002 - November 2009
Nuveen Investments  May 2000 - June 2002
DLG Securities   May 1999 - March 2000

Skills
Investments, Mutual Funds, Financial Planning and..., Finance, Securities, Financial Planning, Financial Advisory, Portfolio Management, Investment Strategies, Financial Services, Trading, Series 7, FINRA, Stocks, Municipal Bonds, International..., Interest Rate Risk..., Risk Management, Financial Analysis, Investment Advisory, Wealth Management, Strategic Financial...

Education
Alma College   1995 — 1999
Bachelor’s Degree

Coopersville   1991 — 1995

Gislana Murihib Gislana Murihib Greater New York City Area Details
Gislana Murihib's UBS Financial Experience March 2007 - August 2008
Job Bus. Transformation Process Improvement Consulting
Industry Financial Services
Experience
Global Resources, LLC  December 2013 - Present
Alvarez & Marsal  September 2012 - Present
UBS Financial Services  January 2008 - November 2012
UBS Financial   March 2007 - August 2008
UBS Wealth Management  March 2006 - 2007
Congreso de Latinos   January 2000 - December 2005
Selbach y   January 1997 - December 1999

Skills
Vendor Management, Strategy, Talent Management, Business Analysis, Management, Program Management, Project Management, Financial Services, Risk Management, Strategic Planning, Performance Management, Business Process

Education
Universidad de Carabobo   1993 — 1998
Lic. Industrial Relationships

Aresty Institute of Executive
Education

Drexel University

University of Carabobo
Bachelors of Science, Industrial Relationships Specializations; Organizations/ Behavior

Antonio José De Sucre
Bachelor's of Science, Information and Technology Science

Hoffman, Alan Hoffman, Alan Greater New York City Area Details
Hoffman, Alan's UBS Financial Experience June 2015 - Present
Job Associate Director at UBS Financial
Industry Banking
Experience
UBS Financial   June 2015 - Present
MetLife  March 2015 - Present
MetLife  September 2004 - March 2015
UBS Financial   2015 - 2015
Cingular Wireless  January 1996 - September 2004
Cap Gemini America  August 1983 - January 1996

Skills
Business Architecture, Enterprise Architecture, Business Requirements, Change Management, Process Management, Process Design, Capability Management, SDLC, Business Process Design, Business Process, IT Strategy, Business Analysis, Business Process..., Requirements Analysis, Requirements Gathering, Requirements Management, BPMN, Business Transformation, Process Improvement, Vendor Management, Strategy, SOA, Business Process Mapping, Governance, Data Modeling, PMO, Service Delivery, Software Development, Business Process..., Software Project..., Project Portfolio..., Solution Architecture, Analysis, PMP, Business Intelligence, Data Warehousing, TOGAF, IT Management, Application Architecture, Visio, Integration, Enterprise Software, Analytics, Agile Project Management, Management, Architecture, Agile Methodologies, ITIL, SharePoint, Financial Services

Education
CCNY School of Engineering
Bachelor of Science (BS), Computer Science

Pace University
MS, Information Science

Jason Culver Jason Culver Clovis, California Details
Jason Culver's UBS Financial Experience February 2001 - June 2003
Job Sun Advisor at Solar Universe & Valley Unique Electric (Fresno)
Industry Electrical/Electronic Manufacturing
Experience
Solar Universe & Valley Unique Electric (Fresno)   November 2013 - Present
Modern Solar Electric   March 2013 - November 2013
Owner ServiceMaster Cleaning and Restoration   June 2003 - November 2010
UBS Financial   February 2001 - June 2003
Morgan Stanley  March 1998 - February 2001

Skills
Solar Energy, Sales, Marketing Strategy, Public Relations, Public Speaking, Team Building, Financial Analysis, Return on Investment..., New Business Development, Business Development, Renewable Energy, Entrepreneurship, Management, Contract Negotiation, Start-ups, Time Management, Leadership, Strategic Planning, Marketing, Sales Management, Business Strategy, Account Management, Strategic Partnerships, Negotiation, Small Business, Budgets, Operations Management, Training, Risk Management, Project Management, Leadership Development, Selling, B2B, Analysis, Direct Sales, Product Marketing, Product Management, Sales Process, Sales Operations, Salesforce.com, Process Improvement, Customer Retention, Team Leadership, Customer Service

Education
Masters College   2011 — 2015
Masters degree in Biblical Counseling, Biblical Counseling, Masters

California State University, Fresno   1991 — 1994
Bachelor's degree, Finance, General

Fresno State University   1990 — 1994
Bachelor of Science (BS), Finance, General

Molly Martinez Molly Martinez Greater Seattle Area Details
Molly Martinez's UBS Financial Experience August 2006 - April 2009
Job Vice PresidentFinancial Advisor at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird  November 2014 - Present
McAdams Wright Ragen  April 2009 - Present
UBS Financial   August 2006 - April 2009
Piper Jaffray  January 1994 - August 2006

Skills
Portfolio Management, Investments, Series 7, Asset Management, Strategic Planning, Strategy, Management, Wealth Management, Sales, Financial Planning

Education
Santa Clara University   1984 — 1988
Finance

Gonzaga-in-Florence   1986 — 1987
Junior year study abroad

Ed Zbytniewski Ed Zbytniewski Greater New York City Area Details
Ed Zbytniewski's UBS Financial Experience May 2006 - November 2008
Job J.P. Morgan Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank, NA   January 2012 - Present
Chase Investment Services Corp.  December 2008 - January 2012
UBS Financial   May 2006 - November 2008
Morgan Stanley  February 2004 - May 2006
Erenkrantz King Nussbaum broker services   June 2002 - February 2004
Smith Barney  2000 - 2002

Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Series 65, Financial Advisory, Portfolio Management, Investments, Finance, Securities, 401k Rollovers, Alternative Investments, Asset Management, Equities, Financial Services, Fixed Income

Education
Marist College   1998 — 2002
BS, Business/Finance

Chaminade High School   1994 — 1998

Cure' of Ars   1986 — 1994

James Halsch James Halsch Greensboro/Winston-Salem, North Carolina Area Details
James Halsch's UBS Financial Experience October 2003 - May 2009
Job Financial Advisor at Gate City Advisors
Industry Financial Services
Experience
Gate City Advisors   May 2009 - Present
UBS Financial   October 2003 - May 2009

Skills
Retirement Planning, IRAs, Estate Planning, Retirement, Long-term Care, Financial Planners, Disability Insurance, Fixed Annuities, Strategic Financial..., Mutual Funds, Financial Planning, Wealth Management, Management

Education
University of Iowa
BBA, Marketing

Daniel Rattigan, CFP® Daniel Rattigan, CFP® Greater Philadelphia Area Details
Daniel Rattigan, CFP®'s UBS Financial Experience January 2009 - Present
Job Vice President of Investments at UBS Financial
Industry Financial Services
Experience
UBS Financial   January 2009 - Present
Fisherman's Mark  January 2006 - Present
Upper Makefield Township   January 2006 - Present
Merrill Lynch  April 2003 - April 2009
Prudential Securities  January 2000 - April 2003

Skills
Strategic Financial..., Securities

Education
Delaware Valley University   1983 — 1986
Business

Pennsbury high school   1980 — 1980

Pennsbury high school   1979 — 1980

Sarah Brackbill Sarah Brackbill Baltimore, Maryland Area Details
Sarah Brackbill's UBS Financial Experience May 2007 - July 2007
Job Mutual Fund Accountant at T. Rowe Price
Industry Accounting
Experience
T. Rowe Price  September 2010 - Present
Accounting Outsource, Inc.   March 2010 - September 2010
The Columbia Bank  November 2009 - March 2010
Weis Markets, Inc  December 2008 - October 2009
UBS Financial   May 2007 - July 2007
McDaniel College  January 2007 - April 2007

Skills
Accounting, General Ledger, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Outlook, Financial Accounting, Data Entry, Tax, Account Reconciliation

Education
McDaniel College   2005 — 2009
Bachelors, Business Administration and German

Heidelberg University   2008 — 2008
none, German as a Foreign Language

Thomas N. Thibeault Thomas N. Thibeault Baltimore, Maryland Area Details
Thomas N. Thibeault's UBS Financial Experience November 2006 - October 2009
Job Vice President of Investments at Chapin Davis, Inc., Chapin Davis Board of Directors Member
Industry Investment Management
Experience
Chapin Davis, Inc.   October 2009 - Present
UBS Financial   November 2006 - October 2009
Mount Vernon Assoc.   August 2003 - November 2006
Deutsche Bank  January 1994 - July 2003
Maryland National Bank  1986 - 1994
FNB Maryland   1982 - 1985

Education
Loyola University Maryland   1984 — 1988
Masters, Finance

University of Maryland Baltimore County   1977 — 1981
BS, Economics

Dulaney HS

Tiffanie Merritt Tiffanie Merritt Columbia, Maryland Details
Tiffanie Merritt's UBS Financial Experience March 2008 - June 2010
Job Customer Servcie Support
Industry Biotechnology
Experience
Osiris Therapeutics  June 2014 - Present
Fedcap  October 2012 - June 2014
ResCare  November 2011 - October 2012
ResCare Inc  June 2010 - October 2012
UBS Financial   March 2008 - June 2010
Citifinancial  October 2004 - January 2008
Citi Financial  October 2004 - January 2008
Antwerpen Hyundai   November 2001 - January 2004

Skills
Human Resources, Recruiting, Customer Service, Outlook, Employee Relations, Payroll, Non-profits, Data Entry, Workshop Facilitation, Microsoft Excel, PowerPoint, Healthcare, System Administration, New Hire Orientations, Leadership Development, Program Development, Insurance, Research, Applicant Tracking..., Social Networking, Workforce Planning, Interviews, Case Managment, Team Building, Fundraising, Organizational..., Public Speaking, Performance Management, Nonprofits, Community Outreach, Employee Benefits, Hiring, Strategic Planning, Time Management, Teamwork, Staff Development, Training, Workforce Development, Microsoft Office, Policy, College Recruiting, Software Documentation, Administrative..., Career Counseling, Coaching, Microsoft Word, Resume Writing, Invoicing, Career Development, Management

Education
University of Maryland University College   2015 — 2017
Master of Arts (M.A.), Psychology

Norfolk State University   1993 — 1998
Bachelor of Liberal Arts, Liberal Arts and Sciences/Liberal Studies

Bishop Loughlin Memorial High School   1989 — 1993
High School Diploma, .Liberal

Islam Shamseldin Islam Shamseldin Greater New York City Area Details
Islam Shamseldin's UBS Financial Experience June 2006 - June 2008
Job IT Director
Industry Information Technology and Services
Experience
TD Ameritrade  May 2010 - Present
Shamseldin Enterprises Inc.   January 2005 - Present
Eden Technologies  June 2008 - May 2010
UBS Financial   June 2006 - June 2008
Commerce Bank  2005 - 2005
Prudential Financial  1997 - 2005

Skills
IT Management, Integration, System Deployment, Virtualization, VMware, Disaster Recovery, Networking, Active Directory, Servers, Citrix, IT Strategy, Management, ITIL, Vendor Management, IT Operations, Data Center, System Administration, Enterprise Architecture, Infrastructure, Information Technology, SCCM, E-commerce, Windows 7, VBScript, Security, Windows Server, Microsoft Exchange, Troubleshooting, Technical Support, IT Service Management, Windows, TCP/IP, Operating Systems, Cloud Computing, Visio, Cisco Technologies, Information Security..., Unix, DNS, Business Continuity, Network Security, SharePoint, VMware ESX, Storage Area Networks, Information Security, Solution Architecture, Deployment, IIS, Windows 8, ITIL v3 Foundations...

Education
City University of Seattle   1997 — 2000
Bachelors of Science, Network Administration - Telecommunications Management

New Jersey Institute of Technology   1995 — 1997

Alina Kontarev Alina Kontarev Greater Los Angeles Area Details
Alina Kontarev's UBS Financial Experience June 2006 - August 2006
Job Expert in Social Media & Marketing
Industry Online Media
Experience
CauseForce, LLC  2014 - Present
CauseForce  January 2014 - March 2014
Main Street Hub  October 2013 - January 2014
DSW  May 2008 - October 2013
Helena Quinn   November 2011 - August 2013
Limited Too  July 2007 - May 2008
Club Monaco  June 2006 - January 2007
UBS Financial   June 2006 - August 2006
Wee Wee Wear   February 2006 - August 2006

Skills
Microsoft Excel, Customer Satisfaction, Pricing, Training, Visual Merchandising, Merchandising, Apparel, Trend Analysis, CPFR, Retail, Store Management, Styling, Trend, Fashion, Loss Prevention, Marketing, Advertising, Social Media, Social Media Marketing, Social Networking, Facebook

Education
Michigan State University   2004 — 2008
Bachelor of Science, Merchandising

Casiann Etters Casiann Etters Wilmington, North Carolina Details
Casiann Etters's UBS Financial Experience June 2014 - Present
Job Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial   June 2014 - Present
Northwestern Mutual  August 2012 - April 2014
Cheer Limited LLC   June 2009 - August 2011

Skills
Finance, Financial Modeling, Economics, Investment Strategies, Financial Planners, Financial Services, Team Leadership, Human Resources, Training, Sales, Communication Skills, Consulting, Recruiting, Life Insurance, Time Management, Retirement Planning, Public Speaking, Social Media, Marketing, Marketing Communications, Networking, Social Networking, Team Building, Leadership, Telephone Skills

Education
University of North Carolina at Wilmington   2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics

Mike Kuehne Mike Kuehne Greater New York City Area Details
Mike Kuehne's UBS Financial Experience February 2007 - January 2008
Job Sensory & Market Research Business Partner
Industry Consumer Goods
Experience
Gustatec Corporation  March 2015 - Present
Q Research Solutions  November 2013 - March 2015
The Dannon Company  September 2011 - November 2013
Avon, Inc  May 2008 - August 2011
UBS Financial   February 2007 - January 2008
ACSYS, Inc  January 2003 - December 2006

Skills
Consumer Products, Data Analysis, Customer Insight, Sensory Evaluation, Management, Quantitative Research, Product Innovation, Consumer Insight, Consumer Behaviour, Segmentation, Cross-functional Team..., Competitive Analysis, FMCG, Marketing Strategy, Microsoft Excel, Market Research, Product Development

Education
Thomas Edison State College
Bachelor of Arts (B.A.), Psychology

Atlantic Cape Community College   2002 — 2004
AS, General Studies

Academy of Culinary Arts   2002 — 2004
Associate's degree, Culinary Arts/Chef Training

Christine Wandoloski Christine Wandoloski Greater Philadelphia Area Details
Christine Wandoloski's UBS Financial Experience June 2009 - August 2009
Job Financial Analyst in Corporate Financial Planning & Analysis
Industry Financial Services
Experience
Vanguard  January 2015 - Present
Vanguard  August 2012 - December 2014
Vanguard  June 2010 - August 2012
UBS Financial   June 2009 - August 2009

Skills
Series 63, Options, Research, Sales, Auditing, Team Leadership, PowerPoint, Accounting, Analysis, Bonds, Portfolio Management, Finance, Internal Audit, Mutual Funds, Recruiting, Financial Statements, Tax, Management, Analytics, Equities

Education
Villanova University   2014 — 2016
Master of Business Administration (M.B.A.), Strategic Management and Analytics

University of Arizona, Eller College of Management   2006 — 2010
Bachelor of Science in Business Administration, Finance, General

Nathan Weaver, MBA Nathan Weaver, MBA San Diego, California Details
Nathan Weaver, MBA's UBS Financial Experience August 2004 - March 2005
Job Director of PreSales
Industry Computer Software
Experience
Halo - The Supply Chain Intelligence Company   May 2014 - Present
Halo - The Supply Chain Intelligence Company   July 2013 - May 2014
Halo Business Intelligence  January 2012 - July 2013
MarketStar  October 2010 - May 2011
Puma North America  October 2009 - September 2010
GreenWizard  January 2009 - September 2009
JSK Design - Private Equity   April 2005 - November 2008
UBS Financial   August 2004 - March 2005

Skills
Business Intelligence, Data Warehousing, CRM, ERP, Data Analysis, SharePoint, OLAP, Microsoft SQL Server, Business Intelligence..., Business Objects, Management, Product Marketing, SSRS, SaaS, Microsoft Office, Analytics, Business Analysis, Business Process..., QlikView, Crystal Reports, Cubes, Consumer Insights, Dashboards, Market Research, Small Business, Ad Hoc Reporting, Marketing Strategy, Balanced Scorecard, Supply Chain Software, Supply Chain..., Predictive Analytics, Supply Chain Analytics, Pre-sales, Cross-functional Team..., Salesforce.com, Business Process

Education
Georgia Southern University - College of Business Administration   2001 — 2003
MBA

Georgia Southern University - College of Business Administration   1996 — 2001
BBA, Marketing

Rachael Coates Rachael Coates Cincinnati Area Details
Rachael Coates's UBS Financial Experience June 2009 - August 2009
Job Trust Administrator at Johnson Investment Counsel
Industry Financial Services
Experience
Johnson Investment Counsel  Operations AssociateJohnson Investment CounselSeptember 2010 - April 2015
Bowling Portfolio Management, LLC   January 2005 - July 2010
Miami University Office of Residence Life  January 2008 - May 2010
Miami University Student Counseling   January 2006 - May 2010
UBS Financial   June 2009 - August 2009
PNC Bank  June 2007 - August 2007

Education
Miami University   2006 — 2010
B.A., Accounting

Donn Sharpe Donn Sharpe Orlando, Florida Area Details
Donn Sharpe's UBS Financial Experience January 2006 - March 2008
Job Zoning Specialist
Industry Government Administration
Experience
Orange County Government  August 2013 - Present
Amscot Financial  May 2013 - August 2013
Western Land Services  February 2011 - December 2012
UBS Financial   January 2006 - March 2008
Livingston County Community Alliance   September 2007 - December 2007

Skills
ArcGIS, First Aid, A+ Certified, NET+..., GIS software, GIS analysis

Education
Michigan State University   2006 — 2010
BA, Criminal Justice

Schoolcraft Community College   2005 — 2006
High school graduate

Tari Van Nostrand Tari Van Nostrand Barnstable/Yarmouth, Massachusetts Area Details
Tari Van Nostrand's UBS Financial Experience January 2000 - June 2001
Job Global Corporate Action Analyst at Fidelity Investments
Industry Financial Services
Experience
Knapp, Schenck & Co. Insurance Agency   August 2007 - September 2008
Fidelity Investments  September 2005 - August 2007
Fidelity Investments  January 2004 - August 2007
FPCMS, Fidelity Investments   February 2005 - September 2005
CSS, Fidelity Investments   November 2004 - February 2005
OSG, Fidelity Investments   December 2003 - October 2004
Browning Ferris Industries  June 2002 - November 2003
UBS Financial Services, Inc  January 2001 - May 2002
UBS Financial   January 2000 - June 2001

Education
University of Massachusetts, Amherst   1998 — 2002

University of Massachusetts, Amherst
Political Economy Major

Jacqueline Prue Jacqueline Prue Greater New York City Area Details
Jacqueline Prue's UBS Financial Experience 1997 - 2004
Job Vice President at Clark Dodge & Company
Industry Financial Services
Experience
Clark Dodge & Company   June 2012 - Present
Invest Financial  December 2008 - June 2012
Royal Alliance  2004 - 2008
UBS Financial   1997 - 2004

Skills
Retirement Planning, Series 7, Wealth Management, Estate Planning, Asset Allocation, Investments, Mutual Funds, Strategic Financial..., Investment Strategies, Investment Advisory, Roth IRA, Retirement, Asset Managment, Alternative Investments, Portfolio Management, Financial Planners, Insurance, Investment Management, Financial Analysis, Risk Management, Wealth Management..., Financial Services, Hedge Funds, Small Business, Certified Financial..., Relationship Management, Financial Modeling, Finance, Long-term Care, Equities, Asset Management, Financial Advisory, Pensions, Fixed Annuities, Series 65, Series 24, Securities, Uniform Combined State..., 401k, Investment Banking, Fixed Income, Life Insurance, Variable Annuities, 401k Rollovers, Series 63, Trading, Bonds, FINRA, Series 6, IRAs

Education
Emory University   1990 — 1992
Master's, Theology

Mount Holyoke College   1973 — 1977
BA, Liberal Arts

Andrew Pryor Andrew Pryor Greater Boston Area Details
Andrew Pryor's UBS Financial Experience June 2010 - August 2010
Job Senior Revenue Analyst at Epsilon
Industry Financial Services
Experience
Epsilon  January 2015 - Present
Epsilon  June 2013 - January 2015
Ashley Ellis, Inc  September 2012 - May 2013
Annie's Book Stop   June 2004 - August 2011
UBS Financial   June 2010 - August 2010

Skills
Customer Service, Sales, Recruiting, Data Entry, Outlook, Microsoft Excel, Microsoft Office, Teamwork, Invoicing, Revenue Recognition, Public Speaking, Research, Banking

Education
Salve Regina University   2008 — 2012
Bachelor of Science (BS), Business Administration

New Hampton School   2007 — 2008

Rutland High School   2003 — 2007

Andra Carlson Andra Carlson Greater Atlanta Area Details
Andra Carlson's UBS Financial Experience February 2012 - February 2013
Job Independent Distributor at It Works Global
Industry Education Management
Experience
It Works Global  April 2015 - Present
YMCA  November 2002 - Present
Fulton County Schools  August 2008 - April 2015
UBS Financial   February 2012 - February 2013
Johnson Controls  March 1999 - January 2002
Johnson Controls  March 1998 - January 1999
Norrell  October 1997 - December 1997
The Easley Progress   April 1997 - September 1997
Union Camp Corporation  March 1996 - March 1997

Skills
Human Resources, Recruiting, Training, Interviews, Payroll, Employee Benefits, Data Entry, Management, New Hire Orientations, Customer Service, PeopleSoft, Microsoft Excel, Administrative..., Analysis, Temporary Placement, Process Scheduler, Advertising, Teaching, Insurance, Staff Development, Public Speaking, Event Planning, Temporary Staffing, Sales, Resume Writing, Leadership

Education
Clemson University   1992 — 1995
BS, Graphic Communications

Peace College   1990 — 1992
AA, Liberal Arts

Paul Sahota Paul Sahota Fresno, California Area Details
Paul Sahota's UBS Financial Experience April 1999 - June 2005
Job CERTIFIED FINANCIAL PLANNER ™
Industry Financial Services
Experience
LPL Financial  July 2009 - Present
Merrill Lynch  June 2005 - July 2009
UBS Financial   April 1999 - June 2005
CIBC  October 1997 - January 1999

Skills
Estate Planning, Wealth Accumulation, Stocks, Investment Advisory..., Bonds, Wealth Management..., Strategic Financial..., Retirement Planning, Retirement, Financial Advisory, Fixed Annuities, Insurance, Wealth Management, 401k, Investments, Finance, Financial Services, Portfolio Management, Financial Planning

Education
University of Westminster   1991 — 1995
BA(Hons), Business & I.T.

California State University-Fresno   2003 — 2004
Certified Financial Planning Designation., Financial Planning

Melody Cass Melody Cass Austin, Texas Area Details
Melody Cass's UBS Financial Experience 2005 - 2006
Job HR Generalist/Finance AP/AR/Operations Manager
Industry Human Resources
Experience
Snow Software Inc   June 2012 - February 2015
City of Lakeway  June 2009 - June 2012
SpeakWrite  March 2007 - April 2008
UBS Financial   2005 - 2006
Smith Barney  1998 - 2005
Edward Jones Investment Co  July 1994 - April 1997

Skills
PowerPoint, Word, Excel, Outlook, Customer Service, Microsoft Word, Microsoft Excel, Employee Relations, Employee Benefits, Change Management, Office Management, Team Building, Management, Payroll, Recruiting, Training, Event Management, Human Resources, Salesforce.com, Administration, Administrative..., Time Management, Sales, Social Media, Microsoft Office, Advertising, Public Speaking, Performance Management, Teamwork, Project Management, Software Documentation, Office Administration, Process Improvement, Sales Management, Accounts Payable, Contract Negotiation, Strategic Planning, Coaching, Leadership, Leadership Development, Business Analysis, Operations Management, HR Policies, Account Management, English, New Business Development, Windows, Team Leadership, Negotiation, Organizational...

Education
Eckerd College   1976 — 1980
BA, Human Resources

Susan E Wagner HS   1972 — 1976
Diploma

Dawn Pereira Dawn Pereira Tampa/St. Petersburg, Florida Area Details
Dawn Pereira's UBS Financial Experience November 1997 - February 2002
Job Senior Quality Assurance Engineer
Industry Banking
Experience
TriNet  February 2014 - Present
AssistRx  February 2013 - February 2014
Citigroup  December 2003 - August 2013
Citigroup  December 2002 - December 2003
UBS Financial   November 1997 - February 2002

Skills
SQA Testing..., Test Automation, Manual Testing, Agile Methodologies, HP QTP, Selenium Testing, PeopleSoft Financial, PeopleSoft HRMS, Web-based Testing, Client/Server Testing, Windows Application..., Cross-browser..., Cross-functional Team..., Oracle Database, Microsoft SQL Server, VBScript, UI Automation, Black Box Testing, Performance Testing, JIRA, ALM, LoadRunner, Load Testing, Salesforce.com, Bugzilla, Confluence, Zephyr, Defect Tracking, Quality Assurance..., Java, CSS, HTML, Microsoft Office, Lotus Notes, Mac OS, XP/Vista/7, Windows 8, Windows XP, Data Warehousing, Integration Testing, Functional Testing, System Testing, User Acceptance Testing, Regression Testing, Mobile Testing, Cloud-based, Test Strategy, Test Planning, Test Cases, Test Scenarios

Education
HoHoKus-Hackensack School of Business and Medical Sciences   2001 — 2003
Business Science, 3.9

Chubb Institiute   1999 — 2000
Computer Science, Computer Science, 3.8

Vincent Mattio Vincent Mattio Tampa/St. Petersburg, Florida Area Details
Vincent Mattio's UBS Financial Experience July 2007 - April 2009
Job Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  July 2013 - Present
Wells Fargo  March 2013 - July 2013
Wells Fargo  December 2010 - March 2013
UBS Financial   July 2007 - April 2009

Skills
Credit, Credit Analysis, Loans, Banking, Credit Risk, Commercial Lending, Portfolio Management, Commercial Banking, Financial Analysis, Underwriting, Small Business Lending, Financial Modeling, Loan Origination, Risk Management, Treasury Management, Finance, Management, Analysis, Investments, Financial Risk, Relationship Management, Financial Structuring, Microsoft Excel

Education
University of Florida   2009 — 2010
Master of Business Administration (MBA), Finance, Marketing, Competitive Strategies, and Entrepreneurship, 3.73

University of Florida   2003 — 2007
Bachelor's degree, Finance, General, 3.93

Paris Research Center   2005 — 2005
French Studies, 4.0

Tina Bonanno Tina Bonanno Greater New York City Area Details
Tina Bonanno's UBS Financial Experience June 2007 - Present
Job Software Consultant and Professional Programmer/Applications Analyst
Industry Financial Services
Experience
UBS Financial   June 2007 - Present
UBS Financial Services  2007 - Present
Caron Foundation  January 2000 - June 2007
Quantum Software Solutions   2005 - 2007
Travelers  1997 - 2000
Aetna  1981 - 1997
Aetna  1981 - 1997
Aetna  1981 - 1996

Skills
Databases, Access, SQL, Crystal Reports, Business Analysis, Analysis, VBA, VBScript, Microsoft Office, Business Objects, Visio, SharePoint, Troubleshooting, Microsoft SQL Server, ASP.NET, PL/SQL, Microsoft Excel, Excel, Programming, Process Improvement, Operating Systems, SDLC, Oracle, Software Development, SQL Server, Outlook, Database Design, Visual Basic, VB.NET, Data Analysis, Windows, Customer Relations, Application Development, Data Warehousing, PeopleSoft, Oracle OTBI, Oracle Fusion Middleware, Oracle OBIA

Education
MCP, Microsoft SQL Server 2000 Database Design and Administration   2007 — 2007
MCP, Microsoft SQL Server 2000 Database Design and Administration

Kutztown University of Pennsylvania   1975 — 1978
Bachelor's Degree, Foreign Languages, 3.38

Russell Singer Russell Singer Greater New York City Area Details
Russell Singer's UBS Financial Experience May 2005 - August 2005
Job Intelligence Analyst/Investigator
Industry Security and Investigations
Experience
Viridian Energy  May 2014 - Present
Novetta  November 2014 - July 2015
75th Ranger Regiment  February 2010 - January 2014
Classic Medallics, Inc.   2007 - 2010
Kemmlit GmbH   2006 - 2006
UBS Financial   May 2005 - August 2005

Skills
Intelligence Analysis, Analysis, Intelligence, Research, Briefing, Data Analysis, Training, International Relations, Intelligence Community, Microsoft Excel, Military Experience, Counterterrorism, Customer Service, HUMINT, SIGINT, Business Analysis, Marketing, German, Market Research, Business Strategy, International Business, Military Training, Google Earth, Social Network Analysis, Organizational Network...

Education
The George Washington University - School of Business
B.B.A., International Business

Cochise College
Associate of Science (A.S.), Military Intelligence, Command Control and Information Operations

European School of Business
Practicum, German, International Trade

Critical Thinking Course
Introduction Course to Critical Thinking For Intelligence Professionals

Timothy Boutillier Timothy Boutillier Plainfield, New Jersey Details
Timothy Boutillier's UBS Financial Experience June 1997 - April 2002
Job SelfEmployed Stock Trader
Industry Financial Services
Experience
Self-Employed Stock Trader   September 1997 - Present
Verizon Wireless  November 2009 - February 2013
Verizon Wireless  June 2008 - July 2009
UBS Financial   June 1997 - April 2002

Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Marketing, Retail, Time Management

Education
Montclair State University   2001 — 2006
Bachelor's degree, Finance, General

Bobby Hagerty Bobby Hagerty San Francisco Bay Area Details
Bobby Hagerty's UBS Financial Experience January 2001 - June 2001
Job Middleware Sales at IBM
Industry Information Technology and Services
Experience
IBM  July 2013 - January 2015
IBM  June 2012 - June 2013
Hewlett-Packard  April 2008 - May 2012
UC Davis Graduate School of Management  September 2006 - December 2007
Hewlett-Packard  June 2007 - September 2007
IKON Office Solutions  March 2003 - August 2006
UBS Financial   January 2001 - June 2001

Skills
Competitive Analysis, Marketing, Account Management, Forecasting, Contract Negotiation, Sales Process, SaaS, Solution Selling, Sales, Lead Generation, CRM, Selling, Business Development, Strategic Partnerships, Sales Operations, Tenacious Work Ethic

Education
University of California, Davis - Graduate School of Management   2006 — 2008
MBA, Marketing and Strategy

University of California, Davis   1998 — 2002
BS, Mangerial Economics

Cal High   1994 — 1998

Melanie Fitzgerald Melanie Fitzgerald New York, New York Details
Melanie Fitzgerald's UBS Financial Experience September 2005 - March 2006
Job Director, International Media at Major League Soccer
Industry Sports
Experience
Major League Soccer  August 2015 - Present
Major League Soccer / Soccer United Marketing  May 2012 - Present
NSCAA  September 2011 - Present
Western New York Flash  April 2012 - May 2012
Women's Professional Soccer  September 2010 - March 2012
United Soccer Leagues  February 2010 - September 2010
United Soccer Leagues  April 2008 - February 2010
United Soccer Leagues  March 2006 - April 2008
UBS Financial   September 2005 - March 2006
Lifestyle Family Fitness  August 2002 - March 2005

Skills
Sports Marketing, Sports Management, Soccer, Sports, Sponsorship, Ticket Sales, Event Management, Event Planning, Football, Social Media, Marketing, Public Relations, Strategy, Management, Customer Service, Sales, Sports Coaching, Coaching, Sponsorship Sales, Athletics, Archtics, Strategic Planning, Public Speaking

Education
Clearwater Christian College
BS, Physical Education- Sports Management Track; sports management and business

Lucas Dawdy Lucas Dawdy Greater Chicago Area Details
Lucas Dawdy's UBS Financial Experience 2004 - 2006
Job Installations Engineer
Industry Information Technology and Services
Experience
CargoWise  July 2011 - Present
CargoWise  October 2008 - June 2011
UBS Financial   2004 - 2006

Skills
Networking, Operations Management, Project Management, Technical Support, Customer Service, Microsoft SQL Server

Education
University of Illinois at Urbana-Champaign   1999 — 2004
Bachelor of Science (BS), Computer Science

Goolsby, Eric Goolsby, Eric Greater Nashville Area Details
Goolsby, Eric's UBS Financial Experience October 2006 - April 2007
Job Client Sales Assistant at UBS Financial
Industry Financial Services
Experience
Mutual of Omaha  January 2009 - Present
UBS Financial   October 2006 - April 2007
Dell Inc.  April 2004 - September 2006

Education
Belmont University   2002 — 2004

Nashville State Tech   2000 — 2002

Lipscomb University   1999 — 2000
General Education

Jerod Gustafson Jerod Gustafson Greater Minneapolis-St. Paul Area Details
Jerod Gustafson's UBS Financial Experience 1997 - September 2014
Job Managing Director Investments at HighMark Wealth Management
Industry Financial Services
Experience
HighMark Wealth Management   September 2014 - Present
UBS Financial   1997 - September 2014

Education
Augustana College   1992 — 1996

Rebecca Sumonka Rebecca Sumonka Greater Nashville Area Details
Rebecca Sumonka's UBS Financial Experience 2006 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
UBS Financial   2006 - Present

Education
Tennessee State University   1984 — 1986

Len Intorre, CPA, CISA, CRISC Len Intorre, CPA, CISA, CRISC Greater New York City Area Details
Len Intorre, CPA, CISA, CRISC's UBS Financial Experience June 2006 - November 2009
Job Consulting Manager, Information Security Office at Prudential Financial
Industry Banking
Experience
Prudential Financial  January 2014 - Present
Prudential Financial  December 2009 - Present
UBS Financial   June 2006 - November 2009
Prudential Financial  1996 - 2006
Times Mirror Media Network   1988 - 1994
The Times Mirror Company  1988 - 1994

Skills
Information Security, Security, Risk Management, Information Technology, IT Risk Management, Enterprise Risk..., Internal Audit, Governance, IT Strategy, Business Continuity, Operational Risk..., Information Security..., Process Improvement, Sarbanes-Oxley Act, IT Audit, Vendor Management, Disaster Recovery

Education
NYU   1990 — 1996
Masters of Science, Information Systems Auditing

Pace University - Lubin School of Business   1981 — 1985
Bachelors in Business Administration, Accounting Information Systems

Junji Shibata Junji Shibata Dallas/Fort Worth Area Details
Junji Shibata's UBS Financial Experience June 2004 - November 2004
Job Liquidity Analyst at HBK Capital Management
Industry Financial Services
Experience
HBK Capital Management  November 2009 - Present
HBK Capital Management  March 2007 - November 2009
Credit Suisse  August 2006 - February 2007
Credit Suisse  May 2005 - August 2006
UBS Financial   June 2004 - November 2004

Education
UNC Kenan-Flagler Business School   2001 — 2005
B.S., Business Administration

Glenn Malloy Glenn Malloy Greater Denver Area Details
Glenn Malloy's UBS Financial Experience Senior Vice President-InvestmentsUBS Wealth Management2003 - Present
Job Wealth Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Financial   Senior Vice President-InvestmentsUBS Wealth Management2003 - Present
UBS Wealth Management  2003 - Present
Morgan Stanley Smith Barney  May 1985 - March 2003

Education
San Jose State University   1981 — 1986

Joseph Reese Joseph Reese Greater New York City Area Details
Joseph Reese's UBS Financial Experience April 2005 - October 2008
Job Systems Analyst WindowsCitrix at The New York Times
Industry Information Technology and Services
Experience
The New York Times  October 2008 - Present
UBS Financial Services  April 2005 - October 2008
UBS  April 2005 - October 2008
UBS Financial   April 2005 - October 2008
EBS Dealing Resources Inc.   August 2000 - April 2005
EBS  2000 - 2005

Skills
Citrix, VMware, Windows 2000, Dell PowerEdge Servers, Vendor Management, Windows Server, Unix, Windows XP, Altiris, XP, Microsoft Office, Infrastructure, Windows, IT Management, Disaster Recovery, Enterprise Software, Active Directory, Windows 7, SDLC, Servers, IT Strategy, ITIL, Leadership, System Deployment

Education
City University of New York-College of Staten Island   1984 — 1988

Hylton Phillips-Page CFA, CIMA Hylton Phillips-Page CFA, CIMA Greater New York City Area Details
Hylton Phillips-Page CFA, CIMA's UBS Financial Experience December 2005 - June 2013
Job Vice President and Fund Selector at Lipper Advisory Services, Inc.
Industry Financial Services
Experience
Lipper Advisory Services, Inc.   July 2013 - Present
UBS Financial   December 2005 - June 2013
UBS Financial- Weehawken   January 2005 - June 2013
Prudential Investments  June 2000 - December 2005
Prudential Financial - Newark   January 2004 - January 2005
Prudential Financial  January 2002 - January 2004
Prudential Financial - Newark   January 2000 - January 2002
Lipper Analytical Services, Inc   January 1994 - January 2000
Lipper  1983 - 2000
Lipper Analytical Services, Inc   January 1987 - January 1994

Skills
Series 7, Mutual Funds, Alternative Investments, Investments, Portfolio Management, Series 63, Wealth Management, Asset Allocation, Investment Strategies, Due Diligence, Asset Management

Education
CFA Institute
CFA

Pace University - Lubin School of Business   1982 — 1991
Bachelor of Business Administration (BBA), Finance

Pace University
B.B.A, Finance

Yelena Chernov Yelena Chernov Greater New York City Area Details
Yelena Chernov's UBS Financial Experience January 2000 - January 2004
Job Associate Director, Systems Development at UBS Financial
Industry Financial Services
Experience
UBS  January 2004 - Present
UBS Wealth Management  2000 - Present
UBS Financial   January 2000 - January 2004

Skills
Software Project..., Data Warehousing, IT Strategy, Business Analysis, Vendor Management, SDLC, Enterprise Architecture, Oracle, IT Management, Disaster Recovery

Education
City University of New York-Brooklyn College   1996 — 2000
Bachelor of Science (BS), Computer Science

Dennis Peacock Dennis Peacock Baltimore, Maryland Area Details
Dennis Peacock's UBS Financial Experience March 2000 - November 2012
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  November 2012 - Present
UBS Financial   March 2000 - November 2012
UBS  March 2000 - November 2012

Skills
Investments, Retirement Planning, Mutual Funds, Equities, Financial Services, Securities, Risk Management, Financial Analysis, Investment Strategies, Fixed Income Strategies, Asset Allocation, Strategic Planning, Endowments

Education
Georgetown University   2007 — 2008
Certificate of Financial Planning, Financial Planning and Services

Ohio Wesleyan University   1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government

Jeff Lageman Jeff Lageman Greater New York City Area Details
Jeff Lageman's UBS Financial Experience June 2007 - April 2010
Job Vice President Personal Investment Advisory (PIA) Program Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  February 2014 - Present
UBS  April 2010 - February 2013
UBS Financial   June 2007 - April 2010

Skills
Series 7, Series 66, Project Management, Strategic Planning, Wealth Management, Program Management, Separately Managed..., Portfolio Management, Mutual Funds, ETFs, Business Analysis, Business Strategy, Business Relationship..., Strategy, Investments

Education
The College of New Jersey   2002 — 2006
B.S.

Jeremiah Dellas Jeremiah Dellas Greater St. Louis Area Details
Jeremiah Dellas's UBS Financial Experience January 2006 - May 2009
Job Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Bank  December 2011 - Present
Bank of America Merrill Lynch  July 2009 - December 2011
UBS Financial   January 2006 - May 2009
One Stop Steel Corporation   January 1999 - October 2002

Skills
Wealth Management, Investment Management, Private Banking, Wealth Management..., Finance, Business Planning, Due Diligence, Wealth, Asset Allocation, Investment Advisory, Networking, Portfolio Management, Series 7, Insurance, Alternative Investments, Competitive Analysis, Financial Modeling

Education
Lindenwood University   1997 — 2000

Jack Eisenkramer Jack Eisenkramer Greater Chicago Area Details
Jack Eisenkramer's UBS Financial Experience
Job Investment Advisor at UBS Financial
Industry Investment Management
Experience
UBS Financial  

Skills
Investments, Portfolio Management, Equities, Asset Management, Wealth Management, Fixed Income, Financial Analysis, Risk Management, Mutual Funds, Finance

Education
Tulane University   1972 — 1977

Len Intorre Len Intorre Greater New York City Area Details
Len Intorre's UBS Financial Experience June 2006 - Present
Job Associate Director, IT Risk Mgt at UBS Financial
Industry Banking
Experience
UBS Financial   June 2006 - Present
UBS  2006 - Present
UBS Financial   2006 - Present
Prudential Financial  December 1996 - May 2006
Mutual of New York  June 1994 - November 1996

Education
New York University   1990 — 1996
M.S., Information Systems Auditing

Jake Gaskell Jake Gaskell Des Moines, Iowa Area Details
Jake Gaskell's UBS Financial Experience FAA.G. EdwardsJanuary 2005 - August 2007
Job Financial Advisor at UBS Financial
Industry Financial Services
Experience
UBS Financial   FAA.G. EdwardsJanuary 2005 - August 2007
Flight Safety International  March 2003 - December 2004

Education
Marquette University   1995 — 1998

Shirley Luftman - Smith Shirley Luftman - Smith Greater Minneapolis-St. Paul Area Details
Shirley Luftman - Smith's UBS Financial Experience April 1999 - April 2002
Job Manager, Equity Compensation at Pentair
Industry Retail
Experience
Pentair  March 2013 - Present
SuperValu  September 2007 - Present
NASPP  1999 - 2012
HB Fuller  April 2002 - September 2007
UBS Financial   April 1999 - April 2002
Honeywell Inc.  January 1980 - March 1999

Skills
Executive Pay, Equities, Incentive Programs, Deferred Compensation, Strategic Financial..., Mergers & Acquisitions, CRM, Employee Benefits

Education
University of Minnesota-Twin Cities

Derrick Alvarez Derrick Alvarez Greater Philadelphia Area Details
Derrick Alvarez's UBS Financial Experience January 2008 - April 2008
Job Risk Analyst II at Radian
Industry Financial Services
Experience
Radian  March 2013 - Present
Radian  September 2011 - March 2013
Federal Reserve Bank of Philadelphia  June 2011 - August 2011
Aberdeen Asset Management  July 2008 - November 2008
UBS Financial   January 2008 - April 2008

Skills
Portfolio Management, Financial Analysis, Microsoft Excel, Bloomberg, Risk Management, SAS, Loan Portfolio Analysis, Strategy, Financial Risk, MS Excel, Budgets, Asset Allocation, Investments, Economics, Portfolio Performance..., Oracle, SEO, Writing, Social Media Marketing, Web Development, Mortgage Insurance

Education
University of Pittsburgh   2003 — 2008
Business Administration degree, Marketing and Finance; International Business Certification

Marge Grace Marge Grace Jacksonville, Florida Area Details
Marge Grace's UBS Financial Experience 2010 - 2015
Job Consultant at First Annapolis Consulting
Industry Banking
Experience
First Annapolis Consulting  2003 - Present
UBS Financial   2010 - 2015
UBS Wealth Management  2010 - 2011
Infistar Corporation  1995 - 2002
Fair Isaac Corporation  1988 - 1993
Donnelley Marketing Information Services  1983 - 1987

Skills
Financial Services, Analytics, Credit Cards, Risk Management, Segmentation, Credit Risk, Financial Risk, Portfolio Management, Management Consulting, Management, Strategy, Business Strategy, Payments, Credit, Business Analysis, Retail Banking, Financial Modeling, Banking

Education
Pace University   1985 — 1987
Master of Business Administration (MBA)

Westlake High School   1971 — 1975

Elaine Woo Elaine Woo Greater Seattle Area Details
Elaine Woo's UBS Financial Experience 2003 - 2004
Job Advanced Internal Wholesaler at Farmers Life Insurance
Industry Insurance
Experience
Farmers Life Insurance  January 2008 - Present
Farmers Life Insurance  June 2006 - December 2007
Symetra  May 2004 - October 2005
UBS Financial   2003 - 2004

Skills
Life and Annuities, Consutative Sales, New Business Development, Relationship Management, Small Business, Payroll Administration, Account Management, Workers Compensation, Sales Management, Customer Service, Commercial Insurance, Health Insurance, Property & Casualty..., Sales, Marketing, Fixed Annuities, Term Life Insurance, Employee Benefits

Education
University of Washington   2013 — 2014
Certificate, Business Development

Nankai University
Chinese Language and Literature

St. Catherine University
Bachelor's degree, International Relations and Political Science

Timothy John Timothy John Greater New York City Area Details
Timothy John's UBS Financial Experience September 2006 - October 2006
Job Creative Services & Project Manager Professional
Industry Law Practice
Experience
Methfessel & Werbel  August 2010 - Present
St. John Professional Services   September 1991 - Present
Moody's Investors Service  June 2009 - May 2010
RSM McGladrey  August 2008 - December 2008
RSM McGladrey  July 2008 - December 2008
MetLife  May 2008 - July 2008
Bear Stearns  November 2006 - May 2008
Adecco Group  2006 - 2008
Adecco Group  2006 - 2008
UBS FINANCIAL   September 2006 - October 2006

Skills
Newsletters, Advertising, Marketing, Visio, Graphic Design, Training, Adobe Creative Suite, Photoshop, Management, Dreamweaver, Project Management, Leadership, Microsoft Word, Microsoft Excel, PowerPoint

Education
Colorado Technical University   2004 — 2007
MS, IT Management

Virginia Polytechnic Institute and State University
B.A, Public Relations and Marketing

Michael P. Burke Michael P. Burke Greater New York City Area Details
Michael P. Burke's UBS Financial Experience January 2011 - December 2012
Job Sr. Business Analyst at Citibank
Industry Financial Services
Experience
Citi  2014 - July 2015
Citi  2014 - 2015
J.P. Morgan   April 2013 - August 2014
UBS Financial   January 2011 - December 2012
Moore Medical, LLC   July 2009 - November 2009
Rothschild Asset Management  November 2000 - April 2009
Clientsoft, Inc.   February 1998 - November 2000
Rothschild Inc.  November 1987 - February 1998
GIBBS & COX INC  October 1986 - November 1987

Skills
Equities, Asset Managment, Programming, Project Management, Desktop Support..., Business Continuity, Infrastructure, Help Desk Support, Vendor Management, Trade Desk Support, Trade Order Management..., Asset Management, Back Office, Bloomberg, Business Analysis, Fixed Income, Hedge Funds, Order Management, Software Development, Trading Systems, Management

Education
St. Mary's High School   1979 — 1982
HS Diploma

State University of New York Maritime College
BS, Computer Science/Math

Bill Devine Bill Devine Las Vegas, Nevada Details
Bill Devine's UBS Financial Experience 2008 - 2011
Job Administrative Manager, Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch  May 2015 - Present
Barclays  April 2011 - Present
UBS Financial   2008 - 2011
Smith Barney  1994 - 2007

Skills
System Administration, Financial Advisory, Series 7, Asset Management, Retirement, Financial Services, Investments, Leadership, Due Diligence, Investment Advisory, Management, Options, Finance, Series 65, Series 63, Fixed Income, Training, Strategic Financial..., Financial Analysis, Asset Allocation, Fixed Annuities, Estate Planning, Hedge Funds, Relationship Management, Insurance, Executive Management

Education
Susquehanna University   1977 — 1981
BA, Political Science

Livingston High   1974 — 1977

Judy Louie Judy Louie Greater Los Angeles Area Details
Judy Louie's UBS Financial Experience March 1988 - August 2001
Job Senior Attorney at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  May 2009 - Present
Wedbush Morgan Securities  February 2003 - July 2005
UBS Financial   March 1988 - August 2001

Education
Rutgers University-New Brunswick
BA, English

University of California, Hastings College of the Law
JD

Kevin Schultz, CIMA® Kevin Schultz, CIMA® Greater Minneapolis-St. Paul Area Details
Kevin Schultz, CIMA®'s UBS Financial Experience 2006 - 2008
Job Vice President, Portfolio Relationship Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   August 2013 - Present
Minneapolis Portfolio Mgt Group   August 2008 - August 2013
UBS Financial   2006 - 2008
Ameriprise Financial  2003 - 2006

Skills
Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management, Mutual Funds, Separately Managed...

Education
University of Minnesota Duluth   1987 — 1992
BS, Finance, Acct

Elaine Gampel Elaine Gampel Greater Denver Area Details
Elaine Gampel's UBS Financial Experience February 2007 - Present
Job Senior Vice President at UBS Financial`
Industry Financial Services
Experience
UBS Financial`  February 2007 - Present
Morgan Stanley  1989 - 2007
Paine Webber  1977 - 1989
Ansonia CT Public Schools   1972 - 1977

Education
Boston University
Bachelor of Science (BS), Special Education and Teaching

Southern Connecticut State University
Master's degree, Counselor Education/School Counseling and Guidance Services

Matt Dymerski Matt Dymerski Columbus, Ohio Area Details
Matt Dymerski's UBS Financial Experience June 2009 - August 2009
Job Publisher
Industry Online Media
Experience
Proximate Publishing LLC   March 2012 - Present
Meeder Financial  June 2010 - March 2012
SMD Wynne Medical supplies distributor   November 2010 - December 2010
UBS Financial   June 2009 - August 2009
Caster Ventures   June 2008 - August 2008
Mosaic Design Studio, Inc.   2007 - 2007

Skills
Analysis, Strategy, Marketing, Product Management, Business Development, CMS, Project Management, Sales, Product Development, Marketing Analytics, Omniture, Multivariate Testing, MSN AdCenter, Strategic Planning, Budgets

Education
The Ohio State University - The Max M. Fisher College of Business   2008 — 2010
Master of Business Administration, Marketing and Logistics, Strategy

The Ohio State University, College of Social and Behavioral Sciences   2005 — 2008
Bachelor of Arts, Economics

Carnegie Mellon University   2003 — 2005
Computer Science

Troy Jordan Troy Jordan Cromwell, Connecticut Details
Troy Jordan's UBS Financial Experience January 1989 - March 2004
Job Partner at Mercury Wealth Management
Industry Financial Services
Experience
Mercury Wealth Management   March 2004 - Present
UBS Financial   January 1989 - March 2004
Moseley Hallgarten and Estabrook   January 1976 - September 1982

Skills
Retirement Planning, Estate Planning, Financial Advisory, Investments, Retirement, Insurance, Asset Allocation, Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, High Net Worth..., Series 7, 401k, Securities, Asset Management, Portfolio Management, Series 63, Fixed Income, Equities, Bonds, Risk Management, Financial Markets, Capital Markets, Insurance Planning, Retirement Income..., Financial Planning, Annuities

Education
Boston University   1967 — 1972
B.A., Biology and Psychology

Louis Taylor Louis Taylor Greater Minneapolis-St. Paul Area Details
Louis Taylor's UBS Financial Experience August 2007 - March 2015
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  April 2015 - Present
UBS Financial   August 2007 - March 2015
Prime Security Bank   June 2005 - August 2007
Associated Bank  April 2001 - June 2005
MEDA  1995 - 1999
USBank  1981 - 1993

Skills
Portfolio Management, Loans, Commercial Lending, Financial Planning, Alternative Investments, Leadership, Investments, Finance, Financial Analysis, Wealth Management, Covered Calls

Education
University of St. Thomas - Opus College of Business   1975 — 1977
MBA, Finance and Economics

Cleveland State University   1968 — 1972
BBA, Management and Economics

frank clement frank clement Greater Seattle Area Details
frank clement's UBS Financial Experience June 1975 - Present
Job retired at UBS FINANCIAL
Industry Investment Management
Experience
UBS FINANCIAL   June 1975 - Present
Redhook Ale Brewery  1989 - 2008

Skills
Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Fundraising

Education
State University of New York at Buffalo - School of Management   1962 — 1966
BS, Business

University at Buffalo   1962 — 1966
1966, Business/ Computers

SILVER CREEK HIGH

Kathryn Kroleski Kathryn Kroleski Greater New York City Area Details
Kathryn Kroleski's UBS Financial Experience June 2008 - August 2008
Job Traffic Coordinator for CBS Sports Network
Industry Media Production
Experience
CBS Corporation  February 2014 - Present
MTV Networks  July 2011 - January 2014
Mercy College  August 2009 - July 2011
Mercy College  August 2009 - July 2011
Department of Athletics, Hamilton College   October 2006 - May 2009
UBS Financial   June 2008 - August 2008
New Line Cinema  June 2007 - August 2007
Kroleski Law Firm   June 2006 - September 2006
Dean of Students Office, Hamilton College   January 2000 - January 2005

Skills
Public Speaking, Research, Social Media, Event Planning, Community Outreach, Editing, PowerPoint, Microsoft Office, Teaching, SPSS, Higher Education, Student Affairs, Fundraising, Non-profits, Blogging, Social Networking, Microsoft Excel, Mac, Microsoft Word, Customer Service

Education
Hamilton College   2005 — 2009
BA, Sociology

The Gunnery, Class of 2005   2002 — 2005
HS Diploma

Marilyn Berry Marilyn Berry Fort Myers, Florida Details
Marilyn Berry's UBS Financial Experience June 2011 - July 2012
Job Florida Registered Professional Guardian
Industry Financial Services
Experience
Self employed  September 2015 - Present
Coastal Staffing Services LLC   September 2013 - April 2015
MARKHAM NORTON MOSTELLER WRIGHT   September 2014 - March 2015
BBT Investment   August 2012 - May 2013
UBS Financial   June 2011 - July 2012
Finley Asphalt & Sealing INC   May 2004 - March 2011
Genworth Financial  May 2005 - May 2010
AIG VALIC  January 2003 - January 2004
BB&T INVESTMENTS  January 2001 - November 2003
CHEVY CHASE BANK  January 1999 - January 2001

Skills
Insurance, Investments, Retirement Planning, Wealth Management, Series 7, Life Insurance, Long-term Care, Banking, Credit, Loans, Series 63, Disability Insurance, Mutual Funds, Strategic Financial..., CNPR #601662013, Medical Coding..., Finance, Retirement, Financial Planning, Financial Services, Fixed Annuities, Management, Portfolio Management, Sales, Financial Analysis, Leadership, Customer Service, Financial Advisory

Education
SPGO   2015 — 2015
Guardian Certification Training

Florida Gulf Coast University   2013 — 2013
Certificate, Certificate in Medical Coding, 97

University of Kentucky   1985 — 1988
Public Administration, Public Finance, 3.3

University of Kentucky   1973 — 1977
BBA, Finance

NAPSRX
NAPSRX #601622013, Certified National Pharmaceutical Representative

Jia Ying(Janice) Guo Jia Ying(Janice) Guo Columbus, Ohio Area Details
Jia Ying(Janice) Guo's UBS Financial Experience June 2010 - August 2010
Job Assurance Senior at GBQ Partners
Industry Accounting
Experience
GBQ Partners  July 2015 - Present
GBQ Partners  September 2014 - Present
First Merchants Corporation  April 2012 - September 2014
Hyre & Associates Wealth Strategies   March 2011 - March 2012
The Marketplace, Ohio State University   October 2008 - March 2012
Accounting Department, Ohio State University   January 2011 - March 2011
UBS Financial   June 2010 - August 2010

Skills
SAS, Excel, Word, Minitab, Access, Chinese, Microsoft Excel, Underwriting, Portfolio Management, Microsoft Word, Microsoft Office, Strategic Financial..., Finance, Credit, Commercial Banking, Financial Analysis

Education
The Ohio State University - The Max M. Fisher College of Business   2008 — 2012
BSBA, Finance, Accounting, Statistics, Summa Cum Laude

Luke Rudolph Luke Rudolph Phoenix, Arizona Details
Luke Rudolph's UBS Financial Experience 2003 - 2006
Job Risk Consultant
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   January 2013 - Present
AIG Advisor Group  June 2012 - January 2013
AIG Advisor Group  October 2006 - June 2012
UBS Financial   2003 - 2006

Education
Southern New Hampshire University   2014 — 2015
Master of Business Administration (MBA), Finance, General

Fairleigh Dickinson University   2001 — 2005
BS, Finance

Bradford Carson Bradford Carson Washington D.C. Metro Area Details
Bradford Carson's UBS Financial Experience July 1996 - April 2008
Job Financial Advisor at Folger Nolan Fleming Douglas
Industry Financial Services
Experience
Folger Nolan Fleming Douglas  April 2008 - Present
UBS Financial   July 1996 - April 2008
Merrill Lynch  April 1992 - July 1996

Skills
Retirement Planning, Asset Allocation, Series 7, Financial Analysis, Retirement, Strategic Financial..., Investments, Financial Services, Mutual Funds, Wealth Management, Investment Advisory, Asset Management, 401k, Uniform Combined State...

Education
Pace University-New York   1968 — 1972
Accounting and Finance

New York Institute of Finance   1967 — 1968

Anthony Mazzo Anthony Mazzo West Palm Beach, Florida Area Details
Anthony Mazzo's UBS Financial Experience 2011 - 2014
Job Sr. Vice President Investments at UBS FInancial Services Inc.
Industry Financial Services
Experience
Financial Services Inc.  July 2011 - Present
UBS Financial   2011 - 2014
UBS Financial   2011 - 2014
Oppenheimer & Co.   July 2006 - July 2011
Wachovia securities  2002 - 2007

Skills
Investments, Retirement Planning, Retirement Savings, Asset Allocation, Wealth Management, Alternative Investments, Portfolio Management, Risk Analysis, Finance, Fixed Income, Variable Annuities, Life Insurance, Health Insurance, Long Term Care Insurance, Mutual Funds, Stocks, Securities, Series 7, Series 63, Investment Advisory, Investment Strategies, Series 65

Education
Florida Atlantic University   1991 — 1994
Business Finance

Greensboro College North Carolina   1989 — 1991
Business Finance

Nick Savinar Nick Savinar Portland, Oregon Details
Nick Savinar's UBS Financial Experience May 2009 - September 2009
Job Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS  May 2014 - Present
English Training System & Idiomanet   January 2012 - November 2013
Wine Cru  February 2011 - January 2012
We Love Spain Worldwide   August 2009 - December 2009
UBS Financial   May 2009 - September 2009
UBS Financial   May 2008 - September 2008

Education
University of Colorado Boulder - Leeds School of Business   2006 — 2010
Business, Marketing

Universidad Pablo de Olavide   2009 — 2010
Marketing

CIEE Study Center in Paris   2009 — 2010
French

Portland State University   2010 — 2010

Lincoln High School   2002 — 2006

Susan Cerini Susan Cerini Greater Los Angeles Area Details
Susan Cerini's UBS Financial Experience 2001 - 2003
Job Financial Advisor
Industry Financial Services
Experience
Western International Securities  2003 - 2010
UBS Financial   2001 - 2003
Bateman Eichler, Hill Richards  1973 - 1976

Skills
Retirement Planning

Education
University of Southern California   1969 — 1973
BS, English Literature

Providence High School. Burbank CA   1965 — 1969

Brandon Pelletier Brandon Pelletier Dallas/Fort Worth Area Details
Brandon Pelletier's UBS Financial Experience May 2010 - December 2011
Job Associate, Strategic Solutions Group at ALM First Financial Advisors
Industry Financial Services
Experience
ALM First Financial Advisors  May 2013 - Present
ALM First Financial Advisors  November 2011 - May 2013
UBS Financial   May 2010 - December 2011

Skills
Asset Allocation, Bloomberg, Interest Rate..., Finance, Microsoft Excel, Strategy, Mergers & Acquisitions, Valuation, Financial Modeling, Fixed Income, Portfolio Management, Investments, Financial Analysis

Education
The University of Texas at Dallas   2008 — 2010
Bachelor of Arts & Science, Finance

David Becher David Becher Fishers, Indiana Details
David Becher's UBS Financial Experience 2007 - 2008
Job Marriott
Industry Health, Wellness and Fitness
Experience
Semi Retired - Marriott Hotels   April 2009 - Present
UBS Financial   2007 - 2008
Fifth Third Bank  2000 - 2003
Huntington Trust Company   November 1991 - April 2000

Skills
Public Speaking, Customer Service, Sales, Event Planning, Leadership, Investments

Education
University of Central Oklahoma   1984 — 1987
BS, Finance

Deepak Bhatt Deepak Bhatt Jackson, New Jersey Details
Deepak Bhatt's UBS Financial Experience May 2005 - July 2012
Job Systems Engineer at JPMorgan Chase
Industry Banking
Experience
Dell/UBS   June 2015 - Present
JPMorgan Chase  September 2012 - May 2015
Infosys  July 2012 - September 2012
UBS - Financial  May 2005 - July 2012
Chubb  June 1999 - May 2005
Wakefern Food Corp  November 1990 - December 1997
Becton and Dickinson Co   January 1987 - October 1990

Skills
AIX, WebSphere, Shell Scripting, SSL Certificates, Siteminder

Education
Saurashtra University

Jodi Lynn Seeley Jodi Lynn Seeley Dayton, Ohio Area Details
Jodi Lynn Seeley's UBS Financial Experience April 2012 - Present
Job
Industry Financial Services
Experience
UBS Financial   April 2012 - Present
I-Flow Medical Device Corporation   December 2006 - December 2008
Kimberly Clark Healthcare  February 2005 - February 2006
Endo Pharmaceuticals  December 2000 - February 2005

Education
Ohio University   1996 — 2000
Bachelor of Business Administration (B.B.A.), Marketing

Centerville High School   1992 — 1996

Jonathan Keck Jonathan Keck Aurora, Colorado Details
Jonathan Keck's UBS Financial Experience January 2011 - April 2011
Job Job Seeking Government/Analyst Professional
Industry International Affairs
Experience
Bankers Life and Casualty Company  April 2013 - Present
UBS Financial   January 2011 - April 2011
City of Centennial  July 2010 - October 2010

Skills
Qualitative Research, Quantitative Research, Policy Analysis, Computer Proficiency, Memo/Brief Writing, Cost Benefit Analysis, Highly motivated..., Foreign Policy, U.S. foreign policy, Defense Policy, International Conflict, Political Violence, Political Risk Analysis

Education
Josef Korbel School of International Studies, University of Denver   2009 — 2011
Master of Arts, International Security

University of Denver   2005 — 2009
Bachelor of Arts, International Studies

Jill Quiles Jill Quiles United States Details
Jill Quiles's UBS Financial Experience November 2010 - Present
Job Senior Client Service Associate at UBS Financial
Industry Financial Services
Experience
UBS Financial   November 2010 - Present
Santander Bank, N.A.   January 2001 - November 2010
Prudential Securities  June 1996 - October 2000
Corestates Bank N.A.,   June 1991 - June 1996

Education
Rowan University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Kyle Reyes Kyle Reyes Cypress, California Details
Kyle Reyes's UBS Financial Experience December 2011 - August 2012
Job Freelance Photographer & Videographer
Industry Financial Services
Experience
Freelance  January 2013 - Present
Ameriprise Financial Services, Inc.   July 2012 - Present
Poppin Backhoe Contstruction   June 2013 - August 2013
UBS Financial   December 2011 - August 2012

Skills
Digital Photography, Videography, Project Management, Finance, Financial Analysis, Investments, Financial Planning, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Event Photography, Fashion Photography

Education
California State University-Long Beach
Bachelor's Degree, Accounting

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