UBS Financial Services
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (15 Nov 2011–) Customer service: 020 7567 8000 Headquarters: Basel, Switzerland Subsidiaries: UBS Limited, UBS Investment Bank,
UBS Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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UBS Financial Services Employees
Employee
Years
Job
Industry
Lauren Costello Lauren Costello's UBS Financial Services Experience March 1998 - October 2005
Job Edelman Direct Advisor at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services January 2015 - Present
Charles Schwab October 2013 - January 2015
Taylor and Jordan Adventures! April 2009 - October 2013
UBS October 2005 - April 2009
UBS Financial Services March 1998 - October 2005
UBS / PaineWebber, Inc. February 1994 - March 1998
PaineWebber April 1992 - February 1994
Sargent Controls & Aerospace June 1991 - March 1992
Spa Lady June 1990 - May 1991
Skills
Financial Services, Vendor Management, Training, Project Management, Investments, CRM, Coaching, Management, Risk Management, Small Business, Human Resources, Series 7, Series 63, Series 65, Securities, Business Analysis, Sales, Mutual Funds, Wealth Management, Portfolio Management, Asset Management, Banking, Public Speaking, Retirement Planning, Asset Allocation, Alternative Investments, Strategic Financial..., Exceptional People..., Financial Advisory, Financial Planning, Equities, Fixed Income, Superior Client Service, Hands-on Training
Education
American University - Kogod School of Business
Bachelor of Science in Business Administration, International Business / Finance
Jefferson Township High School
HS Diploma
Edelman Financial Services January 2015 - Present
Charles Schwab October 2013 - January 2015
Taylor and Jordan Adventures! April 2009 - October 2013
UBS October 2005 - April 2009
UBS Financial Services March 1998 - October 2005
UBS / PaineWebber, Inc. February 1994 - March 1998
PaineWebber April 1992 - February 1994
Sargent Controls & Aerospace June 1991 - March 1992
Spa Lady June 1990 - May 1991
Skills
Financial Services, Vendor Management, Training, Project Management, Investments, CRM, Coaching, Management, Risk Management, Small Business, Human Resources, Series 7, Series 63, Series 65, Securities, Business Analysis, Sales, Mutual Funds, Wealth Management, Portfolio Management, Asset Management, Banking, Public Speaking, Retirement Planning, Asset Allocation, Alternative Investments, Strategic Financial..., Exceptional People..., Financial Advisory, Financial Planning, Equities, Fixed Income, Superior Client Service, Hands-on Training
Education
American University - Kogod School of Business
Bachelor of Science in Business Administration, International Business / Finance
Jefferson Township High School
HS Diploma
James Alex Keene James Alex Keene's UBS Financial Services Experience June 2012 - August 2012
Job Manager at Keene Building Products
Industry Building Materials
Experience
Keene Building Products May 2014 - Present
Keene Building Products May 2013 - May 2014
American University August 2010 - May 2014
UBS Financial Services June 2012 - August 2012
American Ring & Tool Company May 2011 - August 2011
Keene Building Products June 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Swimming, Accounting, Windows, Social Media, Hard Worker, Facebook, Product Development, Typing, Learning, Listening, Production Managment, Production Management, Microsoft Word, Management Accounting, Research, Microsoft Excel, Organizational..., Critical Thinking, Organization Skills, Public Speaking
Education
American University 2010 — 2014
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Study Abroad Program, Economics, B
Gilmour Academy 1997 — 2010
High School Diploma
Keene Building Products May 2014 - Present
Keene Building Products May 2013 - May 2014
American University August 2010 - May 2014
UBS Financial Services June 2012 - August 2012
American Ring & Tool Company May 2011 - August 2011
Keene Building Products June 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Swimming, Accounting, Windows, Social Media, Hard Worker, Facebook, Product Development, Typing, Learning, Listening, Production Managment, Production Management, Microsoft Word, Management Accounting, Research, Microsoft Excel, Organizational..., Critical Thinking, Organization Skills, Public Speaking
Education
American University 2010 — 2014
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Study Abroad Program, Economics, B
Gilmour Academy 1997 — 2010
High School Diploma
Irina Yadgarova, Esq. Irina Yadgarova, Esq.'s UBS Financial Services Experience June 2007 - August 2007
Job Attorney at Law Offices of Irina Yadgarova PLLC
Industry Law Practice
Experience
Law Offices of Irina Yadgarova PLLC August 2010 - Present
UBS Wealth Management June 2008 - June 2010
Project Lead The Way October 2004 - January 2010
Benjamin N. Cardozo School of Law 2005 - 2008
UBS Financial Services June 2007 - August 2007
Sperber, Denenberg & Kahan P.C., September 2006 - December 2006
Hon. Martin E. Ritholtz February 2006 - August 2006
Skills
Legal Research, Litigation, Westlaw, Mediation, Corporate Law, Legal Writing, Securities, Civil Litigation, Licensing, Courts, Commercial Litigation, Arbitration, Appeals, International Law, Corporate Governance, Intellectual Property, Estate Planning, Research, Criminal Law, Trademarks, Public Speaking, Legal Advice, Lexis, Personal Injury, Bankruptcy, Immigration Law, Trusts, Elder Law, Employment Law, Trials, Litigation Support, Private Equity, Dispute Resolution, Alternative Dispute..., Legal Issues, Joint Ventures, Securities Regulation, Mergers, Legal Assistance, Due Diligence, Copyright Law, Contract Negotiation, Tax Law, Patents, Legal Compliance, Real Estate, Administrative Law, Mergers & Acquisitions, Real Estate Transactions, Document Drafting
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2005 — 2008
J.D., Law
Yeshiva University 2003 — 2005
B.A., Economics
Law Offices of Irina Yadgarova PLLC August 2010 - Present
UBS Wealth Management June 2008 - June 2010
Project Lead The Way October 2004 - January 2010
Benjamin N. Cardozo School of Law 2005 - 2008
UBS Financial Services June 2007 - August 2007
Sperber, Denenberg & Kahan P.C., September 2006 - December 2006
Hon. Martin E. Ritholtz February 2006 - August 2006
Skills
Legal Research, Litigation, Westlaw, Mediation, Corporate Law, Legal Writing, Securities, Civil Litigation, Licensing, Courts, Commercial Litigation, Arbitration, Appeals, International Law, Corporate Governance, Intellectual Property, Estate Planning, Research, Criminal Law, Trademarks, Public Speaking, Legal Advice, Lexis, Personal Injury, Bankruptcy, Immigration Law, Trusts, Elder Law, Employment Law, Trials, Litigation Support, Private Equity, Dispute Resolution, Alternative Dispute..., Legal Issues, Joint Ventures, Securities Regulation, Mergers, Legal Assistance, Due Diligence, Copyright Law, Contract Negotiation, Tax Law, Patents, Legal Compliance, Real Estate, Administrative Law, Mergers & Acquisitions, Real Estate Transactions, Document Drafting
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2005 — 2008
J.D., Law
Yeshiva University 2003 — 2005
B.A., Economics
Lyubov Ursic Lyubov Ursic's UBS Financial Services Experience 1997 - 2004
Job Associate, Global Technology
Industry Financial Services
Experience
JPMorgan Chase January 2007 - Present
Scholastic March 2004 - January 2007
UBS PaineWebber January 1997 - March 2004
UBS Financial Services 1997 - 2004
Skills
Websphere, ITIL, Unix, WebSphere Application..., Solaris, AIX, Unix Shell Scripting, DB2, Disaster Recovery, Enterprise Architecture, SDLC, WebSphere MQ, SOA, Solution Architecture, Weblogic
Education
Baruch College 1993 — 1997
Bachelor of Business Administration, Comuputer Information Systems
JPMorgan Chase January 2007 - Present
Scholastic March 2004 - January 2007
UBS PaineWebber January 1997 - March 2004
UBS Financial Services 1997 - 2004
Skills
Websphere, ITIL, Unix, WebSphere Application..., Solaris, AIX, Unix Shell Scripting, DB2, Disaster Recovery, Enterprise Architecture, SDLC, WebSphere MQ, SOA, Solution Architecture, Weblogic
Education
Baruch College 1993 — 1997
Bachelor of Business Administration, Comuputer Information Systems
Tim Dyer Tim Dyer's UBS Financial Services Experience November 2002 - August 2008
Job Managing Director Sage Capital Advisors
Industry Investment Management
Experience
Sage Capital Advisors LLC November 2011 - Present
Pro Leisure Tour Hockey January 2005 - Present
San Diego County Lacrosse Officials Assoc (SDCLOA) January 2004 - Present
Decision Investments August 2008 - November 2011
UBS Financial Services November 2002 - August 2008
Prudential Securities June 1998 - November 2002
Skills
Technical Analysis, Security Valuation, Investment Management, Valuation, Investments, Strategic Planning, Risk Management, New Business Development
Education
Babson College 1994 — 1998
Finance, Finance/ Entrepreneurship
San Diego State University-California State University 2003 — 2005
Masters in Financial Planning and Taxation, Finance, General
Sage Capital Advisors LLC November 2011 - Present
Pro Leisure Tour Hockey January 2005 - Present
San Diego County Lacrosse Officials Assoc (SDCLOA) January 2004 - Present
Decision Investments August 2008 - November 2011
UBS Financial Services November 2002 - August 2008
Prudential Securities June 1998 - November 2002
Skills
Technical Analysis, Security Valuation, Investment Management, Valuation, Investments, Strategic Planning, Risk Management, New Business Development
Education
Babson College 1994 — 1998
Finance, Finance/ Entrepreneurship
San Diego State University-California State University 2003 — 2005
Masters in Financial Planning and Taxation, Finance, General
Amylia Fedor-Soden Amylia Fedor-Soden's UBS Financial Services Experience August 2000 - December 2004
Job Licensed Realtor at Hallmark Sotheby's International Realty
Industry Real Estate
Experience
Forest Pharmaceuticals January 2008 - May 2011
First Franklin Financial Corporation December 2005 - December 2007
Sunset Direct Lending December 2004 - December 2005
UBS Financial Services August 2000 - December 2004
Skills
Sales Operations, Cold Calling, Direct Sales, Account Management, Sales Process, Selling, Sales Presentations, Marketing, Salesforce.com, Sales Management, Customer Service, Management, Negotiation, Team Building, Sales, Strategic Planning
Education
Bridgewater State College 1997 — 2000
Bachelors of Arts, Field of Study: Communication
American International College 1995 — 1997
Communication and Media Studies
Forest Pharmaceuticals January 2008 - May 2011
First Franklin Financial Corporation December 2005 - December 2007
Sunset Direct Lending December 2004 - December 2005
UBS Financial Services August 2000 - December 2004
Skills
Sales Operations, Cold Calling, Direct Sales, Account Management, Sales Process, Selling, Sales Presentations, Marketing, Salesforce.com, Sales Management, Customer Service, Management, Negotiation, Team Building, Sales, Strategic Planning
Education
Bridgewater State College 1997 — 2000
Bachelors of Arts, Field of Study: Communication
American International College 1995 — 1997
Communication and Media Studies
Ryan Denihan Ryan Denihan's UBS Financial Services Experience March 2012 - July 2012
Job Pearson Partners, Inc.
Industry Real Estate
Experience
Pearson Partners, Inc. August 2013 - Present
Intelli-Source Solutions January 2013 - August 2013
UBS Financial Services March 2012 - July 2012
UBS November 2010 - March 2012
Skills
Equities, Bloomberg, Fixed Income, Securities, Asset Management, Investments, Mutual Funds, Portfolio Management, Wealth Management
Education
University of Scranton 2005 — 2008
finance
Adelphi University
bs, finance and history
Pearson Partners, Inc. August 2013 - Present
Intelli-Source Solutions January 2013 - August 2013
UBS Financial Services March 2012 - July 2012
UBS November 2010 - March 2012
Skills
Equities, Bloomberg, Fixed Income, Securities, Asset Management, Investments, Mutual Funds, Portfolio Management, Wealth Management
Education
University of Scranton 2005 — 2008
finance
Adelphi University
bs, finance and history
Kimberly Klock Kimberly Klock's UBS Financial Services Experience 1999 - 2004
Job Graphic Designer / Illustrator
Industry Graphic Design
Experience
Wonderflux Studio 2004 - Present
Dynebiz, Inc. 2004 - 2010
UBS Financial Services 1999 - 2004
Skills
Illustration, Photoshop, Photo Editing, InDesign, Illustrator, Cartoons, Brochures, Postcards, Business Cards, Posters, Logo Design, Graphics, Layout, Graphic Design, Image Editing, Corporate Identity, Creative Direction, Branding & Identity, Art Direction
Education
Art Institute of Pittsburgh 2004 — 2010
Bachelor of Science (B.S.), Graphic Design
The University of Georgia 1995 — 1998
Bachelor of Arts (BA), Psychology
Wonderflux Studio 2004 - Present
Dynebiz, Inc. 2004 - 2010
UBS Financial Services 1999 - 2004
Skills
Illustration, Photoshop, Photo Editing, InDesign, Illustrator, Cartoons, Brochures, Postcards, Business Cards, Posters, Logo Design, Graphics, Layout, Graphic Design, Image Editing, Corporate Identity, Creative Direction, Branding & Identity, Art Direction
Education
Art Institute of Pittsburgh 2004 — 2010
Bachelor of Science (B.S.), Graphic Design
The University of Georgia 1995 — 1998
Bachelor of Arts (BA), Psychology
Brian Mackert Brian Mackert's UBS Financial Services Experience February 2007 - April 2012
Job Morgan Stanley Graystone
Industry Financial Services
Experience
Graystone Consulting- MSSB April 2012 - Present
UBS Financial Services February 2007 - April 2012
McDonald Investments 1999 - 2007
Education
Cleveland State University 2002 — 2005
MBA, Finannce
Allegheny College 1995 — 1999
Graystone Consulting- MSSB April 2012 - Present
UBS Financial Services February 2007 - April 2012
McDonald Investments 1999 - 2007
Education
Cleveland State University 2002 — 2005
MBA, Finannce
Allegheny College 1995 — 1999
Nicole Claire Fox, CFP ®'s UBS Financial Services Experience July 2005 - May 2006
Job Financial Consultant at Ackler Wealth Management of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Ackler Wealth Management of Wells Fargo Advisors, LLC September 2012 - Present
Merrill Lynch Private Investment Banking and Group August 2007 - August 2012
Bear Stearns & C, Inc. May 2006 - August 2007
UBS Financial Services July 2005 - May 2006
Skills
Wealth Management, Bloomberg, Microsoft Excel, Client Service...
Education
Boston University 2010 — 2011
CFP Certificate Program, Boston University
Bentley University 2001 — 2005
Bachelor of Science (B.S.), Finance
Ackler Wealth Management of Wells Fargo Advisors, LLC September 2012 - Present
Merrill Lynch Private Investment Banking and Group August 2007 - August 2012
Bear Stearns & C, Inc. May 2006 - August 2007
UBS Financial Services July 2005 - May 2006
Skills
Wealth Management, Bloomberg, Microsoft Excel, Client Service...
Education
Boston University 2010 — 2011
CFP Certificate Program, Boston University
Bentley University 2001 — 2005
Bachelor of Science (B.S.), Finance
Norma Ramos Norma Ramos's UBS Financial Services Experience September 2008 - December 2008
Job Personal BankerBusiness Specialist at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2010 - Present
UBS Financial Services September 2008 - December 2008
RIA Financial Services April 2004 - February 2007
Skills
Bloomberg, Microsoft Office, Microsoft Excel, Corporate Finance, Analysis, Access, Trading, Finance, Outlook, Financial Reporting, Portfolio Management, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
Business Administration, Finance and Investments
Pontificia Universidad Católica Madre y Maestra 1999 — 2003
Bachelor of Science, Law
JPMorgan Chase June 2010 - Present
UBS Financial Services September 2008 - December 2008
RIA Financial Services April 2004 - February 2007
Skills
Bloomberg, Microsoft Office, Microsoft Excel, Corporate Finance, Analysis, Access, Trading, Finance, Outlook, Financial Reporting, Portfolio Management, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
Business Administration, Finance and Investments
Pontificia Universidad Católica Madre y Maestra 1999 — 2003
Bachelor of Science, Law
Christopher Stetson Christopher Stetson's UBS Financial Services Experience July 2007 - April 2009
Job Lead, FP&A North America Sales Finance at SC Johnson
Industry Consumer Goods
Experience
SC Johnson October 2014 - Present
SC Johnson July 2012 - October 2014
UBS Financial Services July 2007 - April 2009
Skills
Financial Modeling, Corporate Finance, Finance, Strategic Financial..., Competitive Analysis, Leadership, Financial Planning, Analysis, Marketing Strategy
Education
University of Wisconsin-Madison - School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, General
Allegheny College 2003 — 2007
BA, Economics, Mathematics
SC Johnson October 2014 - Present
SC Johnson July 2012 - October 2014
UBS Financial Services July 2007 - April 2009
Skills
Financial Modeling, Corporate Finance, Finance, Strategic Financial..., Competitive Analysis, Leadership, Financial Planning, Analysis, Marketing Strategy
Education
University of Wisconsin-Madison - School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, General
Allegheny College 2003 — 2007
BA, Economics, Mathematics
Ludmila Ingberg Ludmila Ingberg's UBS Financial Services Experience January 2010 - January 2011
Job at
Industry Computer Software
Experience
UnitedHealth Group March 2015 - Present
Express Scripts (IBM) May 2013 - December 2014
UBS Financial Services USA June 2000 - November 2012
UBS Financial Services January 2010 - January 2011
UBS Financial Services USA January 2007 - January 2009
UBS Financial Services USA January 2005 - January 2007
UBS Financial Services USA January 2002 - January 2005
Paine Webber June 2000 - January 2002
Skills
Financial Services, J2EE Application..., Java, JavaScript, JDBC, JSP, JSON, Web Development, Struts, AJAX, WebSphere Application..., RAD7, DB2, Agile Methodologies, Software Development, Java Enterprise Edition, Websphere, XML, Perl, CICS, Sybase, RAD, Quality Center, SDLC
Education
Ryazan State Radiotechnical University (former Academy) 1969 — 1974
Master's degree, Electrical and Electronics Engineering
Ryazan State Radiotechnical University (former Academy)
Master's degree, Industrial Electronics Technology/Technician
UnitedHealth Group March 2015 - Present
Express Scripts (IBM) May 2013 - December 2014
UBS Financial Services USA June 2000 - November 2012
UBS Financial Services January 2010 - January 2011
UBS Financial Services USA January 2007 - January 2009
UBS Financial Services USA January 2005 - January 2007
UBS Financial Services USA January 2002 - January 2005
Paine Webber June 2000 - January 2002
Skills
Financial Services, J2EE Application..., Java, JavaScript, JDBC, JSP, JSON, Web Development, Struts, AJAX, WebSphere Application..., RAD7, DB2, Agile Methodologies, Software Development, Java Enterprise Edition, Websphere, XML, Perl, CICS, Sybase, RAD, Quality Center, SDLC
Education
Ryazan State Radiotechnical University (former Academy) 1969 — 1974
Master's degree, Electrical and Electronics Engineering
Ryazan State Radiotechnical University (former Academy)
Master's degree, Industrial Electronics Technology/Technician
George Mundy, CFP's UBS Financial Services Experience June 2005 - July 2010
Job Senior Vice President Investment Officer @ Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2010 - Present
UBS Financial Services June 2005 - July 2010
Morgan Stanley June 1999 - June 2005
Merrill Lynch October 1993 - June 1999
Skills
Strategic Financial..., Investments, Financial Analysis, Risk Management, Insurance, 401k Rollovers, Retirement Planning, Asset Allocation, Investment Planning, Fixed-Income Strategies, Education Funding..., Retirement Income..., Insurance & Risk..., Wealth Preservation..., Asset Management, Financial Services, Portfolio Management, Investment Advisory, Investment Strategies, Management, Financial Advisory, Retirement, Finance, Mutual Funds, Alternative Investments, Financial Planning
Education
Babson College 1982 — 1986
Bachelor of Science (B.S.), Finance & Investments
Wells Fargo Advisors July 2010 - Present
UBS Financial Services June 2005 - July 2010
Morgan Stanley June 1999 - June 2005
Merrill Lynch October 1993 - June 1999
Skills
Strategic Financial..., Investments, Financial Analysis, Risk Management, Insurance, 401k Rollovers, Retirement Planning, Asset Allocation, Investment Planning, Fixed-Income Strategies, Education Funding..., Retirement Income..., Insurance & Risk..., Wealth Preservation..., Asset Management, Financial Services, Portfolio Management, Investment Advisory, Investment Strategies, Management, Financial Advisory, Retirement, Finance, Mutual Funds, Alternative Investments, Financial Planning
Education
Babson College 1982 — 1986
Bachelor of Science (B.S.), Finance & Investments
Mitul J. Patel, CFA, FRM Mitul J. Patel, CFA, FRM's UBS Financial Services Experience June 2009 - August 2009
Job Associate PMG Cash/Liquidity Management at BlackRock
Industry Financial Services
Experience
BlackRock January 2014 - Present
BlackRock September 2013 - Present
BlackRock August 2010 - September 2013
Temple University August 2009 - December 2009
UBS Financial Services June 2009 - August 2009
Lincoln Financial Advisors July 2008 - December 2008
Amerigas Propane, Inc September 2006 - December 2006
Mandavi Bank June 2004 - August 2004
Skills
Valuation, Financial Statement..., Quantitative Analytics, Microsoft Office, Management, Analytical Skills, LBO, Financial Modeling, Bloomberg, Financial Analysis, Fixed Income, Risk Management, Finance, Investments, Portfolio Management, Analysis
Education
SIES Graduate School Of Technology
CFA Institute
CFA Institute
GARP
FRM
Temple University 2008 — 2009
Masters of Science, Accounting and Financial Management; Scholastic
Temple University 2003 — 2007
Bachelor, Business Administration; Finance; Risk Management and Insurance; Real Estate; Risk Management
Investment Banking Institute 2011 — 2011
Finance Modeling Course, Investment Banking- Valuation Modeling
BlackRock January 2014 - Present
BlackRock September 2013 - Present
BlackRock August 2010 - September 2013
Temple University August 2009 - December 2009
UBS Financial Services June 2009 - August 2009
Lincoln Financial Advisors July 2008 - December 2008
Amerigas Propane, Inc September 2006 - December 2006
Mandavi Bank June 2004 - August 2004
Skills
Valuation, Financial Statement..., Quantitative Analytics, Microsoft Office, Management, Analytical Skills, LBO, Financial Modeling, Bloomberg, Financial Analysis, Fixed Income, Risk Management, Finance, Investments, Portfolio Management, Analysis
Education
SIES Graduate School Of Technology
CFA Institute
CFA Institute
GARP
FRM
Temple University 2008 — 2009
Masters of Science, Accounting and Financial Management; Scholastic
Temple University 2003 — 2007
Bachelor, Business Administration; Finance; Risk Management and Insurance; Real Estate; Risk Management
Investment Banking Institute 2011 — 2011
Finance Modeling Course, Investment Banking- Valuation Modeling
Carolyn Pitta Carolyn Pitta's UBS Financial Services Experience March 2009 - March 2014
Job Technology Project Manager Due Diligence Operations
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase & Co. March 2014 - June 2015
UBS Financial Services March 2009 - March 2014
UBS Finanacial Services March 2006 - March 2009
SUNY Oneonta March 2003 - May 2005
Otseogo County Chamber August 2004 - December 2004
Troy Chemical Corporation June 2002 - August 2002
Skills
Microsoft Office, Non-profits, Project Management, Fundraising, Event Planning, Risk Management, Operations Management, Community Outreach, Financial Services, Press Releases, Nonprofits, Recruiting, Hedge Funds, Alternative Investments, Investments, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 2015 — 2018
Master of Science (M.S.), Accounting
State University of New York College at Oneonta 2001 — 2005
bachelor of science, Business Economics
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase & Co. March 2014 - June 2015
UBS Financial Services March 2009 - March 2014
UBS Finanacial Services March 2006 - March 2009
SUNY Oneonta March 2003 - May 2005
Otseogo County Chamber August 2004 - December 2004
Troy Chemical Corporation June 2002 - August 2002
Skills
Microsoft Office, Non-profits, Project Management, Fundraising, Event Planning, Risk Management, Operations Management, Community Outreach, Financial Services, Press Releases, Nonprofits, Recruiting, Hedge Funds, Alternative Investments, Investments, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 2015 — 2018
Master of Science (M.S.), Accounting
State University of New York College at Oneonta 2001 — 2005
bachelor of science, Business Economics
Bill Cusano's UBS Financial Services Experience 1997 - 2007
Job VP of Business Development at Journey Health Labs
Industry Health, Wellness and Fitness
Experience
Journey Health Labs 2015 - Present
Cusano Marketing November 2011 - Present
Chapman Gill International 2011 - Present
St. James Fordham Episcopal Church May 2013 - Present
Cusano Marketing 2011 - December 2012
EERITIZ Minisphere, LLC April 2009 - May 2012
UBS Financial Services 1997 - 2007
Smith Barney November 1989 - January 1997
Bear Stearns November 1988 - November 1989
Bertelsmann November 1984 - November 1988
Skills
Storytelling, Collaborative, Entrepreneur, Mentoring, Team Building, Coaching, Staff Development, Management Consulting, Entrepreneurship, Public Speaking, Strategic Planning, Team Management, Team Leadership, Cross-functional Team..., Process Improvement, Change Management, Vendor Management, Project Planning, Problem Solving, Video Production, Interviewing Skills, Digital Storytelling, Marketing Strategy, Final Cut Pro, Marketing, Interviewing Subject..., Forecasting, Budgets, Project Management, Leadership, Management, Business Analysis, Risk Management, Project Portfolio..., IT Management, Business Planning, Service Delivery, CRM, Strategy, Mergers & Acquisitions, Time Management, Networking, Small Business, Executive Management, Consulting, Community Outreach, Training, Leadership Development, Business Development, Video Editing
Education
Sewanee-The University of the South 2007 — 2011
Certificate of Course Completion, Education for Ministry
Adelphi University 1993 — 1997
MBA, Finance & Business Management
Fordham University 1972 — 1976
BS, Biological Sciences
Journey Health Labs 2015 - Present
Cusano Marketing November 2011 - Present
Chapman Gill International 2011 - Present
St. James Fordham Episcopal Church May 2013 - Present
Cusano Marketing 2011 - December 2012
EERITIZ Minisphere, LLC April 2009 - May 2012
UBS Financial Services 1997 - 2007
Smith Barney November 1989 - January 1997
Bear Stearns November 1988 - November 1989
Bertelsmann November 1984 - November 1988
Skills
Storytelling, Collaborative, Entrepreneur, Mentoring, Team Building, Coaching, Staff Development, Management Consulting, Entrepreneurship, Public Speaking, Strategic Planning, Team Management, Team Leadership, Cross-functional Team..., Process Improvement, Change Management, Vendor Management, Project Planning, Problem Solving, Video Production, Interviewing Skills, Digital Storytelling, Marketing Strategy, Final Cut Pro, Marketing, Interviewing Subject..., Forecasting, Budgets, Project Management, Leadership, Management, Business Analysis, Risk Management, Project Portfolio..., IT Management, Business Planning, Service Delivery, CRM, Strategy, Mergers & Acquisitions, Time Management, Networking, Small Business, Executive Management, Consulting, Community Outreach, Training, Leadership Development, Business Development, Video Editing
Education
Sewanee-The University of the South 2007 — 2011
Certificate of Course Completion, Education for Ministry
Adelphi University 1993 — 1997
MBA, Finance & Business Management
Fordham University 1972 — 1976
BS, Biological Sciences
Jon Topolski's UBS Financial Services Experience September 2005 - April 2009
Job Vice President Texas Region at Vineyard Financial Group
Industry Financial Services
Experience
Vineyard Financial Group August 2009 - Present
Vineyard Tax Preparation and Management January 2013 - Present
First Allied Securities Inc. August 2009 - Present
St. Stephen's Episcopal School January 2011 - May 2011
UBS Financial Services September 2005 - April 2009
Houston Astros June 1999 - April 2005
Skills
Investment Advisory, Financial Advisory, Finance, Employee Benefits, Analysis, Retirement Planning, Strategic Financial..., Retirement, Series 7, Investments, Wealth Management, Series 63, Estate Planning, Asset Allocation, Mutual Funds, Project Planning, Securities, 401k, Portfolio Management, Asset Management
Education
Baylor University 1995 — 2000
BBA, Finance, Financial Services Planning
Vineyard Financial Group August 2009 - Present
Vineyard Tax Preparation and Management January 2013 - Present
First Allied Securities Inc. August 2009 - Present
St. Stephen's Episcopal School January 2011 - May 2011
UBS Financial Services September 2005 - April 2009
Houston Astros June 1999 - April 2005
Skills
Investment Advisory, Financial Advisory, Finance, Employee Benefits, Analysis, Retirement Planning, Strategic Financial..., Retirement, Series 7, Investments, Wealth Management, Series 63, Estate Planning, Asset Allocation, Mutual Funds, Project Planning, Securities, 401k, Portfolio Management, Asset Management
Education
Baylor University 1995 — 2000
BBA, Finance, Financial Services Planning
Jack Polcar Jack Polcar's UBS Financial Services Experience August 1985 - 2008
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2008 - Present
UBS Financial Services August 1985 - 2008
Skills
Investments, Management, Golf, Glass Blowing.... Fly...
Education
Baldwin-Wallace College 1974 — 1976
Master of Business Administration (MBA)
Bowling Green State University 1966 — 1970
Bachelor of Science (BS)
Wells Fargo Advisors July 2008 - Present
UBS Financial Services August 1985 - 2008
Skills
Investments, Management, Golf, Glass Blowing.... Fly...
Education
Baldwin-Wallace College 1974 — 1976
Master of Business Administration (MBA)
Bowling Green State University 1966 — 1970
Bachelor of Science (BS)
Patrick Donohue Patrick Donohue's UBS Financial Services Experience 2012 - Present
Job Senior Vice President Investments, UBS Financial Services
Industry Financial Services
Experience
UBS FINANCIAL SERVICES 2012 - Present
Merrill lynch 1988 - October 2012
Education
Alfred University
Criminal justice and Psychology, Pre-Law Studies
King's College
UBS FINANCIAL SERVICES 2012 - Present
Merrill lynch 1988 - October 2012
Education
Alfred University
Criminal justice and Psychology, Pre-Law Studies
King's College
Ben Kushner Ben Kushner's UBS Financial Services Experience June 2011 - August 2011
Job CPA Candidate
Industry Accounting
Experience
Baruch College August 2014 - Present
Marks Paneth LLP January 2014 - May 2014
BNY Mellon August 2012 - May 2013
UBS Financial Services June 2011 - August 2011
Steiner Sports May 2008 - August 2010
Skills
Accounting, Tax Preparation, Tax, Auditing, ProSystem fx Tax, ProSystem fx Engagement, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Access, Financial Analysis, Bloomberg, Financial Statement..., Financial Modeling, Finance, Salesforce.com, Enterprise Software, Asset Allocation, Spanish, Cost Accounting, Budgeting, Financial Accounting, Financial Reporting, Management
Education
Baruch College 2013 — 2015
Master's Degree, Accounting
Lafayette College 2008 — 2012
Bachelor's Degree
Scarsdale High School 2004 — 2008
High School
Baruch College August 2014 - Present
Marks Paneth LLP January 2014 - May 2014
BNY Mellon August 2012 - May 2013
UBS Financial Services June 2011 - August 2011
Steiner Sports May 2008 - August 2010
Skills
Accounting, Tax Preparation, Tax, Auditing, ProSystem fx Tax, ProSystem fx Engagement, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Access, Financial Analysis, Bloomberg, Financial Statement..., Financial Modeling, Finance, Salesforce.com, Enterprise Software, Asset Allocation, Spanish, Cost Accounting, Budgeting, Financial Accounting, Financial Reporting, Management
Education
Baruch College 2013 — 2015
Master's Degree, Accounting
Lafayette College 2008 — 2012
Bachelor's Degree
Scarsdale High School 2004 — 2008
High School
Craig Codner's UBS Financial Services Experience September 2011 - May 2012
Job Financial & Operations Examiner at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority July 2013 - Present
Federal Housing Finance Agency July 2012 - August 2012
UBS Financial Services September 2011 - May 2012
Jambox Entertainment November 2010 - March 2011
Education
Baruch College 2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Computer Information Systems
Financial Industry Regulatory Authority July 2013 - Present
Federal Housing Finance Agency July 2012 - August 2012
UBS Financial Services September 2011 - May 2012
Jambox Entertainment November 2010 - March 2011
Education
Baruch College 2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Computer Information Systems
Beth K. Siler Beth K. Siler's UBS Financial Services Experience 2005 - 2007
Job Director of Finance at Taft Museum of Art
Industry Accounting
Experience
Taft Museum of Art 2014 - Present
Beth K. Siler, CPA 2009 - Present
Greater Cincinnati Energy Alliance 2012 - 2014
Procter & Gamble through Gus Perdikakis & Assoc. April 2009 - September 2009
Axcess Financial 2008 - 2008
Teradata through Partner Finance 2008 - 2008
Decosimo 2007 - 2007
UBS Financial Services 2005 - 2007
Resources Global Professionals April 2004 - October 2005
PM Company 2001 - 2003
Skills
Financial Reporting, Accounting, Financial Analysis, QuickBooks, General Ledger, Microsoft Excel, Account Reconciliation, Nonprofits, Forecasting, Access, Budgets, Cash Management, Certified QuickBooks..., Grant Reporting, Investments, Microsoft Excel 2007..., Microsoft Access 2007..., Payroll, Employee Benefits, Human Resources
Education
University of Cincinnati College of Business 2009 — 2009
Back to Business
University of Cincinnati
Accounting
Xavier University
Accounting
University of Kentucky
Accounting
Art Academy of Cincinnati
BFA, Photography
Taft Museum of Art 2014 - Present
Beth K. Siler, CPA 2009 - Present
Greater Cincinnati Energy Alliance 2012 - 2014
Procter & Gamble through Gus Perdikakis & Assoc. April 2009 - September 2009
Axcess Financial 2008 - 2008
Teradata through Partner Finance 2008 - 2008
Decosimo 2007 - 2007
UBS Financial Services 2005 - 2007
Resources Global Professionals April 2004 - October 2005
PM Company 2001 - 2003
Skills
Financial Reporting, Accounting, Financial Analysis, QuickBooks, General Ledger, Microsoft Excel, Account Reconciliation, Nonprofits, Forecasting, Access, Budgets, Cash Management, Certified QuickBooks..., Grant Reporting, Investments, Microsoft Excel 2007..., Microsoft Access 2007..., Payroll, Employee Benefits, Human Resources
Education
University of Cincinnati College of Business 2009 — 2009
Back to Business
University of Cincinnati
Accounting
Xavier University
Accounting
University of Kentucky
Accounting
Art Academy of Cincinnati
BFA, Photography
Alexander Aleksandrovich, CFA Alexander Aleksandrovich, CFA's UBS Financial Services Experience January 2009 - May 2009
Job Senior Associate / Quantitative Equities at PineBridge Investments
Industry Investment Management
Experience
PineBridge Investments January 2012 - Present
PineBridge Investments July 2010 - December 2011
PineBridge Investments August 2009 - July 2010
Sumitomo Mitsui Banking Corporation June 2008 - July 2009
UBS Financial Services January 2009 - May 2009
Skills
Bloomberg, Valuation, Portfolio Management, Real Estate, Microsoft Excel, Financial Modeling, Distressed Assets, Financial Analysis, Equities, Alternative Investments, Private Equity, Corporate Finance, Investment Banking, Investments, Equity Research, Equity Trading, Finance, Asset Management, Emerging Markets, Asset Managment, Non-Performing Real..., REO, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance, Mathematics
Belarusian State Economic University 1999 — 2003
Finance
PineBridge Investments January 2012 - Present
PineBridge Investments July 2010 - December 2011
PineBridge Investments August 2009 - July 2010
Sumitomo Mitsui Banking Corporation June 2008 - July 2009
UBS Financial Services January 2009 - May 2009
Skills
Bloomberg, Valuation, Portfolio Management, Real Estate, Microsoft Excel, Financial Modeling, Distressed Assets, Financial Analysis, Equities, Alternative Investments, Private Equity, Corporate Finance, Investment Banking, Investments, Equity Research, Equity Trading, Finance, Asset Management, Emerging Markets, Asset Managment, Non-Performing Real..., REO, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance, Mathematics
Belarusian State Economic University 1999 — 2003
Finance
Christopher Kuchta Christopher Kuchta's UBS Financial Services Experience July 2011 - April 2013
Job M&S Dental
Industry Hospital & Health Care
Experience
M&S Dental October 2014 - Present
PwC September 2013 - September 2014
UBS Financial Services July 2011 - April 2013
UBS Financial Services August 2010 - May 2011
UBS Financial Services June 2010 - August 2010
Skills
Bloomberg, Trading, Series 7, Equities, Asset Management, Investments, Financial Analysis, Asset Managment, Fixed Income, Mutual Funds, Portfolio Management, Wealth Management, Bonds, Strategic Financial..., Retirement Planning, Alternative Investments, Uniform Combined State..., Investment Strategies, Hedge Funds, FINRA, Asset Allocation, Securities, Financial Modeling, Financial Advisory, Financial Services, Valuation, Structured Products, Finance, Capital Markets
Education
Bentley University
B.S., Corporate Finance and Accounting
Royal Holloway, U. of London
Lynbrook High School
M&S Dental October 2014 - Present
PwC September 2013 - September 2014
UBS Financial Services July 2011 - April 2013
UBS Financial Services August 2010 - May 2011
UBS Financial Services June 2010 - August 2010
Skills
Bloomberg, Trading, Series 7, Equities, Asset Management, Investments, Financial Analysis, Asset Managment, Fixed Income, Mutual Funds, Portfolio Management, Wealth Management, Bonds, Strategic Financial..., Retirement Planning, Alternative Investments, Uniform Combined State..., Investment Strategies, Hedge Funds, FINRA, Asset Allocation, Securities, Financial Modeling, Financial Advisory, Financial Services, Valuation, Structured Products, Finance, Capital Markets
Education
Bentley University
B.S., Corporate Finance and Accounting
Royal Holloway, U. of London
Lynbrook High School
Chad Pearson Chad Pearson's UBS Financial Services Experience January 2009 - Present
Job SVP, CFP at Pearson Patterson Smith Wealth Management Group of UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
UBS Financial Services January 2009 - Present
Merrill Lynch June 1996 - January 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1993
BSBA, Business Administration
Manchester Business School 1990 — 1991
European Economics
UBS Financial Services January 2009 - Present
UBS Financial Services January 2009 - Present
Merrill Lynch June 1996 - January 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1993
BSBA, Business Administration
Manchester Business School 1990 — 1991
European Economics
James Hannon James Hannon's UBS Financial Services Experience September 2003 - December 2012
Job Sas Consultant BristolMyers Squibb at TEKsystems
Industry Information Services
Experience
TEKsystems May 2013 - Present
Lantern-Media.com March 2000 - Present
501st Legion 2009 - 2014
UBS Financial Services September 2003 - December 2012
Smith Hanley Consulting Group June 2000 - September 2003
Judge Technical Services March 1999 - March 2000
IDCS February 1997 - March 1999
Joseph Associates April 1996 - February 1997
IDCS January 1996 - April 1996
IDCS March 1992 - December 1995
Skills
SAS, Data Warehousing, Unix, Mainframe, Data Analysis, Creative Writing, Project Management, Charity Work, Film Editing, Producing Documentaries, Business Analysis, SAS programming, Program Management, Statistics, Analytics, Testing, Business Intelligence, Visio, ETL, SDLC, Data Mining, Requirements Analysis, Access, VBA, SQL, Databases, Credit Risk, Management, Time Series Analysis, Predictive Analytics, Vendor Management, Business Objects, Finance, Predictive Modeling, Data Management, Database Design, Analysis, Business Analytics, Credit Cards, Enterprise Architecture, Statistical Modeling, Business Intelligence..., IT Strategy, Software Project..., DB2, Marketing Analytics, Portfolio Management, Database Marketing, E-commerce, Customer Analysis
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
MBA, CIS
City University of New York-Herbert H. Lehman College 1985 — 1989
BS, MIS
Mount St Michael Academy 1981 — 1985
TEKsystems May 2013 - Present
Lantern-Media.com March 2000 - Present
501st Legion 2009 - 2014
UBS Financial Services September 2003 - December 2012
Smith Hanley Consulting Group June 2000 - September 2003
Judge Technical Services March 1999 - March 2000
IDCS February 1997 - March 1999
Joseph Associates April 1996 - February 1997
IDCS January 1996 - April 1996
IDCS March 1992 - December 1995
Skills
SAS, Data Warehousing, Unix, Mainframe, Data Analysis, Creative Writing, Project Management, Charity Work, Film Editing, Producing Documentaries, Business Analysis, SAS programming, Program Management, Statistics, Analytics, Testing, Business Intelligence, Visio, ETL, SDLC, Data Mining, Requirements Analysis, Access, VBA, SQL, Databases, Credit Risk, Management, Time Series Analysis, Predictive Analytics, Vendor Management, Business Objects, Finance, Predictive Modeling, Data Management, Database Design, Analysis, Business Analytics, Credit Cards, Enterprise Architecture, Statistical Modeling, Business Intelligence..., IT Strategy, Software Project..., DB2, Marketing Analytics, Portfolio Management, Database Marketing, E-commerce, Customer Analysis
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
MBA, CIS
City University of New York-Herbert H. Lehman College 1985 — 1989
BS, MIS
Mount St Michael Academy 1981 — 1985
Tara Symlar Tara Symlar's UBS Financial Services Experience July 2008 - July 2012
Job Client Service Representative at CHS
Industry Financial Services
Experience
CHS 2013 - Present
Stock & Option Solutions June 2012 - March 2013
UBS Financial Services July 2008 - July 2012
UBS Financial Services March 2007 - July 2008
UBS Financial Services May 2004 - March 2007
Smith Barney September 2002 - May 2004
Mastrapasqua & Associates March 2002 - July 2002
Deutsche Bank September 1998 - March 2002
JC Bradford and Sons January 1997 - September 1998
J.C April 1992 - April 1996
Skills
Leadership, Options, Teaching, Securities, Financial Services, Financial Reporting, Series 7, Management, Data Analysis, Equities, Process Improvement
Education
University of Phoenix 2007 — 2009
Master, Business Administration
Austin Peay State University 1992 — 1996
Bachelor of Business Administration, Concentration Finance
CHS 2013 - Present
Stock & Option Solutions June 2012 - March 2013
UBS Financial Services July 2008 - July 2012
UBS Financial Services March 2007 - July 2008
UBS Financial Services May 2004 - March 2007
Smith Barney September 2002 - May 2004
Mastrapasqua & Associates March 2002 - July 2002
Deutsche Bank September 1998 - March 2002
JC Bradford and Sons January 1997 - September 1998
J.C April 1992 - April 1996
Skills
Leadership, Options, Teaching, Securities, Financial Services, Financial Reporting, Series 7, Management, Data Analysis, Equities, Process Improvement
Education
University of Phoenix 2007 — 2009
Master, Business Administration
Austin Peay State University 1992 — 1996
Bachelor of Business Administration, Concentration Finance
Cheryl Budgett Cheryl Budgett's UBS Financial Services Experience March 1990 - March 2009
Job President cFb Financial Services Financial Advisor Raymond James Financial
Industry Financial Services
Experience
Raymond James March 2009 - Present
UBS Financial Services March 1990 - March 2009
Skills
Wealth Management, Wealth Management..., Retirement Planning, Financial Services, Investments, Asset Allocation, Series 7, Mutual Funds, Investment Advisory, Finance, IRAs, Strategic Financial..., Fixed Annuities, Portfolio Management, Retirement, 401k, Alternative Investments, Asset Management, Financial Advisory, Equities, Fixed Income, Series 63, FINRA, Investment Strategies, Estate Planning, Wealth, Financial Planners, Securities, Investment Management, Uniform Combined State...
Education
Arizona State University 1977 — 1979
Education, Business
University of Missouri-Saint Louis 1975 — 1977
Business
Raymond James March 2009 - Present
UBS Financial Services March 1990 - March 2009
Skills
Wealth Management, Wealth Management..., Retirement Planning, Financial Services, Investments, Asset Allocation, Series 7, Mutual Funds, Investment Advisory, Finance, IRAs, Strategic Financial..., Fixed Annuities, Portfolio Management, Retirement, 401k, Alternative Investments, Asset Management, Financial Advisory, Equities, Fixed Income, Series 63, FINRA, Investment Strategies, Estate Planning, Wealth, Financial Planners, Securities, Investment Management, Uniform Combined State...
Education
Arizona State University 1977 — 1979
Education, Business
University of Missouri-Saint Louis 1975 — 1977
Business
Carl Crimmins Carl Crimmins's UBS Financial Services Experience January 2009 - Present
Job Senior Vice President Investments Financial Advisor 28+ years experience
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Morgan Stanley Dean Witter 1986 - 2009
Education
Alma College 1982 — 1986
Bachelors of Arts, Business Administration, Finance
Douglas MacArthur High School (Saginaw, MI) 1978 — 1982
UBS Financial Services January 2009 - Present
Morgan Stanley Dean Witter 1986 - 2009
Education
Alma College 1982 — 1986
Bachelors of Arts, Business Administration, Finance
Douglas MacArthur High School (Saginaw, MI) 1978 — 1982
Liz Manibay Liz Manibay's UBS Financial Services Experience May 2000 - May 2004
Job VP, Senior Relationship Manager, Fidelity Institutional Wealth Services
Industry Financial Services
Experience
Fidelity Institutional Wealth Services December 2014 - Present
Charles Schwab Advisor Services January 2011 - December 2014
JCPR September 2008 - January 2011
ClientWise May 2006 - January 2008
Manibay & Morra May 2004 - April 2006
UBS Financial Services May 2000 - May 2004
Education
College of Mount Saint Vincent 1991 — 1995
B.A., Psychology
City University of New York-Baruch College
Master of Arts (M.A.), Industrial/Organizational Psychology
Fidelity Institutional Wealth Services December 2014 - Present
Charles Schwab Advisor Services January 2011 - December 2014
JCPR September 2008 - January 2011
ClientWise May 2006 - January 2008
Manibay & Morra May 2004 - April 2006
UBS Financial Services May 2000 - May 2004
Education
College of Mount Saint Vincent 1991 — 1995
B.A., Psychology
City University of New York-Baruch College
Master of Arts (M.A.), Industrial/Organizational Psychology
Mark Whitman Mark Whitman's UBS Financial Services Experience 2004 - 2009
Job Assistant Vice President at Centennial Securities Co., Inc.
Industry Financial Services
Experience
Centennial Securities Co., Inc. May 2009 - Present
UBS Financial Services 2004 - 2009
State Street/CitiStreet LLC 1997 - 2004
ICMA-RC January 1991 - May 1997
Prudential Financial 1989 - 1991
Michigan Health & Hospital Association 1986 - 1989
Medical Protective February 1983 - June 1986
Cozaad, Shangle, Smith, and Andrews 1982 - 1984
United States Navy June 1974 - August 1980
Skills
Wealth Management, Portfolio Management, Risk Management, Mutual Funds, Business Planning, Investments, Insurance, Sales Management, Management, Retirement Planning, 401k, Asset Allocation, Investment Strategies, Strategic Planning, Retirement, Series 7, Securities, Strategic Financial..., Asset Management, Series 63, Strategy, Fixed Annuities, IRAs, Alternative Investments, Marketing Strategy, Marketing Communications, Portfolio construction, Qualified Plan Design, FINRA Series 7, 26, 66, Investment Advisory..., Investment Advisory, Pensions, Stocks, Financial Services, Equities, Finance, Leadership, Investment Management, Financial Planning, Customer Service, Public Speaking, Sales, Marketing
Education
Aquinas College 2002 — 2008
Masters, Marketing Management, 4.0
Detroit College of Law 1982 — 1984
Aquinas College 1980 — 1982
BA, Literature/Philosophy
East Grand Rapids High School 1969 — 1973
Centennial Securities Co., Inc. May 2009 - Present
UBS Financial Services 2004 - 2009
State Street/CitiStreet LLC 1997 - 2004
ICMA-RC January 1991 - May 1997
Prudential Financial 1989 - 1991
Michigan Health & Hospital Association 1986 - 1989
Medical Protective February 1983 - June 1986
Cozaad, Shangle, Smith, and Andrews 1982 - 1984
United States Navy June 1974 - August 1980
Skills
Wealth Management, Portfolio Management, Risk Management, Mutual Funds, Business Planning, Investments, Insurance, Sales Management, Management, Retirement Planning, 401k, Asset Allocation, Investment Strategies, Strategic Planning, Retirement, Series 7, Securities, Strategic Financial..., Asset Management, Series 63, Strategy, Fixed Annuities, IRAs, Alternative Investments, Marketing Strategy, Marketing Communications, Portfolio construction, Qualified Plan Design, FINRA Series 7, 26, 66, Investment Advisory..., Investment Advisory, Pensions, Stocks, Financial Services, Equities, Finance, Leadership, Investment Management, Financial Planning, Customer Service, Public Speaking, Sales, Marketing
Education
Aquinas College 2002 — 2008
Masters, Marketing Management, 4.0
Detroit College of Law 1982 — 1984
Aquinas College 1980 — 1982
BA, Literature/Philosophy
East Grand Rapids High School 1969 — 1973
Steven B. Beasley Steven B. Beasley's UBS Financial Services Experience Senior Vice President - AdvisorCitigroupFebruary 1990 - July 2007
Job Senior Vice President Investments at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services Senior Vice President - AdvisorCitigroupFebruary 1990 - July 2007
Education
Auburn University 1977 — 1981
B.S.
UBS Financial Services Senior Vice President - AdvisorCitigroupFebruary 1990 - July 2007
Education
Auburn University 1977 — 1981
B.S.
Jamie S McKenna's UBS Financial Services Experience January 2007 - January 2009
Job National Business Development Officer at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities August 2014 - Present
Morgan Stanley Wealth Management April 2013 - September 2014
Dynamic Perspectives, Inc. 2009 - 2013
UBS Financial Services January 2007 - January 2009
Sundance Partners, Inc 2000 - 2007
Smith Barney 1994 - 1999
Morgan Stanley 1992 - 1993
Skills
Kolbe Certified, NLP Certified, Coaching, Leadership, Team Management, Sales, Financial Advisory, Team, Executive Coaching, Leadership Development, Organizational..., Management Consulting, Change Management, Team Building, Strategic Partnerships, Business Development, Management, Business Planning, Performance Improvement, Strategy, Mergers & Acquisitions, Training, Executive Management, Financial Services, Recruiting, Talent Acquisition
Education
Arizona State University
Bachelor of Science (BS), Organizational Communications & Business Management
International Coach Academy; Certified Professional Coach 2010 — 2012
Park Avenue Securities August 2014 - Present
Morgan Stanley Wealth Management April 2013 - September 2014
Dynamic Perspectives, Inc. 2009 - 2013
UBS Financial Services January 2007 - January 2009
Sundance Partners, Inc 2000 - 2007
Smith Barney 1994 - 1999
Morgan Stanley 1992 - 1993
Skills
Kolbe Certified, NLP Certified, Coaching, Leadership, Team Management, Sales, Financial Advisory, Team, Executive Coaching, Leadership Development, Organizational..., Management Consulting, Change Management, Team Building, Strategic Partnerships, Business Development, Management, Business Planning, Performance Improvement, Strategy, Mergers & Acquisitions, Training, Executive Management, Financial Services, Recruiting, Talent Acquisition
Education
Arizona State University
Bachelor of Science (BS), Organizational Communications & Business Management
International Coach Academy; Certified Professional Coach 2010 — 2012
Aleksey Sprygin Aleksey Sprygin's UBS Financial Services Experience July 2005 - January 2009
Job Financial IT Professional
Industry Information Technology and Services
Experience
Gammon Ragonesi Associates January 2010 - Present
Self-Employed October 2011 - October 2013
Powershift, Inc. January 2009 - July 2009
UBS Financial Services July 2005 - January 2009
Brandt, Steinberg & Lewis LLP October 2004 - July 2005
Skills
Microsoft Office, Microsoft Word, Filemaker Pro Advanced, Dreamweaver, OS X, Troubleshooting, Trading Software, Database Design, Relational Databases, Microsoft Excel, VBA, ACT!, Windows, Computer Repair, VoIP, HTML, CSS, Visual Basic, MySQL, Futures Trading, Automated Trading, Risk Management, Bloomberg Terminal, Russian
Education
City University of New York - School of Professional Studies 2009 — 2011
Bachelor of Science (BS)
City University of New York-Baruch College 2003 — 2006
Gammon Ragonesi Associates January 2010 - Present
Self-Employed October 2011 - October 2013
Powershift, Inc. January 2009 - July 2009
UBS Financial Services July 2005 - January 2009
Brandt, Steinberg & Lewis LLP October 2004 - July 2005
Skills
Microsoft Office, Microsoft Word, Filemaker Pro Advanced, Dreamweaver, OS X, Troubleshooting, Trading Software, Database Design, Relational Databases, Microsoft Excel, VBA, ACT!, Windows, Computer Repair, VoIP, HTML, CSS, Visual Basic, MySQL, Futures Trading, Automated Trading, Risk Management, Bloomberg Terminal, Russian
Education
City University of New York - School of Professional Studies 2009 — 2011
Bachelor of Science (BS)
City University of New York-Baruch College 2003 — 2006
Fedor Khrushchev Fedor Khrushchev's UBS Financial Services Experience August 2010 - December 2010
Job Senior Analyst at Lord, Abbett & Co. LLC
Industry Higher Education
Experience
Lord, Abbett & Co. LLC April 2015 - Present
Time Warner Cable Business Class May 2013 - April 2015
Time Warner Cable Business Class October 2012 - May 2013
Redcats USA March 2011 - December 2011
UBS Financial Services August 2010 - December 2010
InterMerchant Securities LLC January 2010 - August 2010
Skills
Discounted Cash Flow..., Underwriting, Scenario Analysis, Transaction Support, Financial Analysis, Financial Modeling, DCF, Investment Research, Valuation, Due Diligence, Microsoft Excel, Corporate FP&A, Hyperion, Financial Reporting, Comps, Finance
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
BBA, Finance/Investments and Mathematics
Санкт-Петербургский Государственный Университет 2001 — 2005
Bachelor's, Economics
Lord, Abbett & Co. LLC April 2015 - Present
Time Warner Cable Business Class May 2013 - April 2015
Time Warner Cable Business Class October 2012 - May 2013
Redcats USA March 2011 - December 2011
UBS Financial Services August 2010 - December 2010
InterMerchant Securities LLC January 2010 - August 2010
Skills
Discounted Cash Flow..., Underwriting, Scenario Analysis, Transaction Support, Financial Analysis, Financial Modeling, DCF, Investment Research, Valuation, Due Diligence, Microsoft Excel, Corporate FP&A, Hyperion, Financial Reporting, Comps, Finance
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
BBA, Finance/Investments and Mathematics
Санкт-Петербургский Государственный Университет 2001 — 2005
Bachelor's, Economics
Trey Mahoney Trey Mahoney's UBS Financial Services Experience June 2012 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2012 - Present
1861 Farmhouse Restaurant and Winery 2008 - 2011
Education
Appalachian State University 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Appalachian State University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Oak Ridge Military Academy 2002 — 2005
High School
UBS Financial Services June 2012 - Present
1861 Farmhouse Restaurant and Winery 2008 - 2011
Education
Appalachian State University 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Appalachian State University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Oak Ridge Military Academy 2002 — 2005
High School
CHENG FENG's UBS Financial Services Experience June 2014 - August 2014
Job Intern Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2014 - August 2014
University of Denver August 2012 - June 2014
Wanlibangwei Petroleum Technical Company, Beijing, China April 2012 - July 2012
University of Denver Dining Services by Sodexo March 2012 - June 2012
Writing Center of Shenyang Normal University March 2010 - December 2010
Skills
Financial analyzing,..., Reviewing, analyzing,..., Learning new..., Skilled in using..., Communication Skills, Teamwork capabilities., Practical thinking., Training, Teamwork, Management, Leadership, Finance, Accounting, Analysis, Customer Service, Data Analysis, Financial Accounting, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research
Education
The University of Texas at Dallas 2015 — 2017
Master of Science (M.S.), Business Analytics
University of Denver 2012 — 2014
Master of Science (MS), Banking, Corporate, Finance, and Securities Law, 3.68
Shenyang Normal University 2008 — 2012
Bachelor of Science (BS), Economics, 3.60
UBS Financial Services June 2014 - August 2014
University of Denver August 2012 - June 2014
Wanlibangwei Petroleum Technical Company, Beijing, China April 2012 - July 2012
University of Denver Dining Services by Sodexo March 2012 - June 2012
Writing Center of Shenyang Normal University March 2010 - December 2010
Skills
Financial analyzing,..., Reviewing, analyzing,..., Learning new..., Skilled in using..., Communication Skills, Teamwork capabilities., Practical thinking., Training, Teamwork, Management, Leadership, Finance, Accounting, Analysis, Customer Service, Data Analysis, Financial Accounting, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research
Education
The University of Texas at Dallas 2015 — 2017
Master of Science (M.S.), Business Analytics
University of Denver 2012 — 2014
Master of Science (MS), Banking, Corporate, Finance, and Securities Law, 3.68
Shenyang Normal University 2008 — 2012
Bachelor of Science (BS), Economics, 3.60
Nisha Shrestha Nisha Shrestha's UBS Financial Services Experience June 2009 - December 2009
Job Controller
Industry Accounting
Experience
Daybreak Independent Services April 2015 - Present
Daybreak Independent Services, November 2011 - March 2015
Madison Square Garden September 2010 - December 2010
Hemming & Gilman Productions January 2010 - July 2010
UBS Financial Services June 2009 - December 2009
Skills
Accounting, Financial Analysis, Non-profit management, Financial Statements, Microsoft Excel, Finance, Corporate Finance, SAS, QuickBooks, Time Management, Bookkeeping, Bloomberg, Microsoft Word, Outlook, Oracle, Word, Excel, Oracle SQL, Arena, Fund E-Z, Arena Simulation..., Nonprofits, PowerPoint, Microsoft Office, Financial Reporting
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS)
City University of New York-Baruch College 2008 — 2010
Bachelor of Science (BS)
Daybreak Independent Services April 2015 - Present
Daybreak Independent Services, November 2011 - March 2015
Madison Square Garden September 2010 - December 2010
Hemming & Gilman Productions January 2010 - July 2010
UBS Financial Services June 2009 - December 2009
Skills
Accounting, Financial Analysis, Non-profit management, Financial Statements, Microsoft Excel, Finance, Corporate Finance, SAS, QuickBooks, Time Management, Bookkeeping, Bloomberg, Microsoft Word, Outlook, Oracle, Word, Excel, Oracle SQL, Arena, Fund E-Z, Arena Simulation..., Nonprofits, PowerPoint, Microsoft Office, Financial Reporting
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS)
City University of New York-Baruch College 2008 — 2010
Bachelor of Science (BS)
Alan Baruch Alan Baruch's UBS Financial Services Experience 2008 - 2009
Job Kellogg School of Management MBA & Sr. Business Strategy Analyst at the Federal Reserve Bank of Chicago
Industry Financial Services
Experience
Federal Reserve Bank of Chicago July 2014 - Present
Northern Trust July 2013 - July 2014
Northern Trust April 2011 - June 2013
Northern Trust October 2010 - April 2011
AMB Trading July 2009 - October 2010
UBS Financial Services 2008 - 2009
The Career Center, University of Michigan 2006 - 2008
Skills
Financial Modeling, Asset Managment, Investment Management, Portfolio Management, Equities, Investments, Project Management, Mutual Funds, Options, Asset Management, Client Service Oriented, Creative Problem Solving, Collaboration, Management, Strategy, Leadership, Derivatives, Client Services
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Management & Organizations
American Academy of Art 2002 — 2006
BFA, Painting
Federal Reserve Bank of Chicago July 2014 - Present
Northern Trust July 2013 - July 2014
Northern Trust April 2011 - June 2013
Northern Trust October 2010 - April 2011
AMB Trading July 2009 - October 2010
UBS Financial Services 2008 - 2009
The Career Center, University of Michigan 2006 - 2008
Skills
Financial Modeling, Asset Managment, Investment Management, Portfolio Management, Equities, Investments, Project Management, Mutual Funds, Options, Asset Management, Client Service Oriented, Creative Problem Solving, Collaboration, Management, Strategy, Leadership, Derivatives, Client Services
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Management & Organizations
American Academy of Art 2002 — 2006
BFA, Painting
James G Talbot (Jamie) James G Talbot (Jamie)'s UBS Financial Services Experience October 2011 - Present
Job Vice President Investments at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services October 2011 - Present
Goldman Sachs 1998 - October 2011
Education
Albany Law School of Union University 1995 — 1998
Juris Doctor
State University of New York College at Potsdam 1991 — 1994
B.A., Economics & Politics
UBS Financial Services October 2011 - Present
Goldman Sachs 1998 - October 2011
Education
Albany Law School of Union University 1995 — 1998
Juris Doctor
State University of New York College at Potsdam 1991 — 1994
B.A., Economics & Politics
Justin Dunphy, MBA's UBS Financial Services Experience May 2000 - December 2005
Job Field Training Manager at Allergan
Industry Pharmaceuticals
Experience
Allergan January 2013 - Present
Allergan January 2006 - January 2013
UBS Financial Services May 2000 - December 2005
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
MBA
Syracuse University 1996 — 2000
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Allergan January 2013 - Present
Allergan January 2006 - January 2013
UBS Financial Services May 2000 - December 2005
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
MBA
Syracuse University 1996 — 2000
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Victor Berrios Victor Berrios's UBS Financial Services Experience July 2004 - December 2005
Job Vice President Technology at ZigBee Alliance
Industry Wireless
Experience
ZigBee Alliance January 2013 - Present
Nomomoto Group June 2011 - Present
Freescale Semiconductor January 2006 - May 2011
ZigBee Alliance 2008 - 2011
UBS Financial Services July 2004 - December 2005
Freescale Semiconductor July 1999 - July 2004
VLSI Technology January 1998 - July 1999
Motorola January 1993 - February 1998
Skills
Wireless, Embedded Systems, Software Development, Strategic Planning, Engineering Management, Requirements Analysis, Semiconductors, Product Marketing, Product Management, Cross-functional Team..., Alliances, Software Engineering, RF, Systems Engineering, Outsourcing, Product Development, Start-ups, Program Management, Electronics, Product Launch, International Business, Software Project..., Embedded Software, Product Strategy, Strategic Partnerships, Firmware, System Design, System Architecture, Management, ZigBee, IEEE 802.15.4, ARM, 802.15.4, Microcontrollers, ASIC, IC, Mixed Signal, Digital Signal..., SoC, Analog, Integration, Testing, Consumer Electronics, Business Alliances, Go-to-market Strategy, R&D, Semiconductor Industry, Mobile Devices, Wireless Networking
Education
Arizona State University 1999 — 2001
MBA, Management
Arizona State University 1994 — 1996
MS, Electrical Engineering
Iowa State University 1989 — 1992
BS, Computer Engineering
ZigBee Alliance January 2013 - Present
Nomomoto Group June 2011 - Present
Freescale Semiconductor January 2006 - May 2011
ZigBee Alliance 2008 - 2011
UBS Financial Services July 2004 - December 2005
Freescale Semiconductor July 1999 - July 2004
VLSI Technology January 1998 - July 1999
Motorola January 1993 - February 1998
Skills
Wireless, Embedded Systems, Software Development, Strategic Planning, Engineering Management, Requirements Analysis, Semiconductors, Product Marketing, Product Management, Cross-functional Team..., Alliances, Software Engineering, RF, Systems Engineering, Outsourcing, Product Development, Start-ups, Program Management, Electronics, Product Launch, International Business, Software Project..., Embedded Software, Product Strategy, Strategic Partnerships, Firmware, System Design, System Architecture, Management, ZigBee, IEEE 802.15.4, ARM, 802.15.4, Microcontrollers, ASIC, IC, Mixed Signal, Digital Signal..., SoC, Analog, Integration, Testing, Consumer Electronics, Business Alliances, Go-to-market Strategy, R&D, Semiconductor Industry, Mobile Devices, Wireless Networking
Education
Arizona State University 1999 — 2001
MBA, Management
Arizona State University 1994 — 1996
MS, Electrical Engineering
Iowa State University 1989 — 1992
BS, Computer Engineering
Mitzi Ritchie Mitzi Ritchie's UBS Financial Services Experience 1999 - 2005
Job Chief Marketing Office at Land Specialists Inc.
Industry Photography
Experience
Land Specialists Inc. August 2010 - Present
Kemper Hall January 2008 - Present
UBS Financial Services 1999 - 2005
Skills
Real Estate, Project Management, Marketing, Asset Management
Education
Auburn University 1995 — 1999
BS of Business, International Finance
Land Specialists Inc. August 2010 - Present
Kemper Hall January 2008 - Present
UBS Financial Services 1999 - 2005
Skills
Real Estate, Project Management, Marketing, Asset Management
Education
Auburn University 1995 — 1999
BS of Business, International Finance
Jeff Birnbaum, CFP®, EA's UBS Financial Services Experience 2006 - September 2009
Job Financial Planner at On Point Financial
Industry Financial Services
Experience
On Point Financial May 2012 - Present
Relentless Management 1989 - Present
H&R Block November 2010 - Present
H&R Block September 2014 - Present
Greenwich Village Youth Council (GVYC) April 2011 - December 2012
Independent Consultant July 2010 - January 2011
Ameriprise Financial Advisors November 2009 - June 2010
UBS Financial Services 2006 - September 2009
Ameriprise Financial Advisors 2005 - 2006
Arista Records 1984 - 1989
Education
Amherst College
B.A., Mathematics
College for Financial Planning 2010 — 2011
Certificate, Certified Financial Planner Professional Education Program
Baruch College, City University of New York (CUNY) 2010 — 2011
Certified Financial Planner courses
The Levin Institute 2010 — 2010
JumpStart 4.0
Rensselaer Polytechnic Institute
Wethersfield High School
On Point Financial May 2012 - Present
Relentless Management 1989 - Present
H&R Block November 2010 - Present
H&R Block September 2014 - Present
Greenwich Village Youth Council (GVYC) April 2011 - December 2012
Independent Consultant July 2010 - January 2011
Ameriprise Financial Advisors November 2009 - June 2010
UBS Financial Services 2006 - September 2009
Ameriprise Financial Advisors 2005 - 2006
Arista Records 1984 - 1989
Education
Amherst College
B.A., Mathematics
College for Financial Planning 2010 — 2011
Certificate, Certified Financial Planner Professional Education Program
Baruch College, City University of New York (CUNY) 2010 — 2011
Certified Financial Planner courses
The Levin Institute 2010 — 2010
JumpStart 4.0
Rensselaer Polytechnic Institute
Wethersfield High School
Ilya Volf Ilya Volf's UBS Financial Services Experience January 2010 - June 2010
Job Pricing Actuary at Aurigen
Industry Financial Services
Experience
Aurigen June 2015 - Present
J.P. Morgan June 2014 - June 2015
Prudential Financial January 2012 - June 2014
Mathnasium - The Math Learning Center March 2011 - January 2012
Escada January 2011 - June 2011
UBS Financial Services January 2010 - June 2010
Skills
Risk Management, VBA, Bloomberg, Microsoft Excel, Access, R, C++, SQL, Matlab, Python, Microsoft Word, Credit Risk, Linux, Microsoft SQL Server, PowerPoint, Cognos, Lotus Notes, Fortran 95, OpenMP, Sandwiches, Chewing Gum, Regulatory Capital, Market Risk, GGY Axis, Reinsurance, Stata
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Bachelor's, Finance & Investments, Mathematics
Aurigen June 2015 - Present
J.P. Morgan June 2014 - June 2015
Prudential Financial January 2012 - June 2014
Mathnasium - The Math Learning Center March 2011 - January 2012
Escada January 2011 - June 2011
UBS Financial Services January 2010 - June 2010
Skills
Risk Management, VBA, Bloomberg, Microsoft Excel, Access, R, C++, SQL, Matlab, Python, Microsoft Word, Credit Risk, Linux, Microsoft SQL Server, PowerPoint, Cognos, Lotus Notes, Fortran 95, OpenMP, Sandwiches, Chewing Gum, Regulatory Capital, Market Risk, GGY Axis, Reinsurance, Stata
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Bachelor's, Finance & Investments, Mathematics
Nicholas Nick Ward Nicholas Nick Ward's UBS Financial Services Experience March 2009 - Present
Job Sr. Registered CSA at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services March 2009 - Present
Smith Barney March 2006 - March 2009
Prudential/Wachovia Securities August 1996 - March 2006
Education
State University of New York College at Geneseo 1994 — 1996
B.S., Accounting
Alfred State College - SUNY College of Technology 1992 — 1994
Associates, Accounting
UBS Financial Services March 2009 - Present
Smith Barney March 2006 - March 2009
Prudential/Wachovia Securities August 1996 - March 2006
Education
State University of New York College at Geneseo 1994 — 1996
B.S., Accounting
Alfred State College - SUNY College of Technology 1992 — 1994
Associates, Accounting
Milton Luna Milton Luna's UBS Financial Services Experience September 2003 - January 2004
Job Financial counselor at MMI
Industry Financial Services
Experience
GreenPath Debt Solutions May 2009 - October 2014
Morgan Stanley January 2004 - June 2008
UBS Financial Services September 2003 - January 2004
Skills
Mutual Funds, Customer Service, 401k, Disability Insurance, Employee Benefits, Equities, Finance, Fixed Income, IRAs, Investment Strategies, Investments, Life Insurance, Long-term Care, Microsoft Office, Retirement, Retirement Planning, Securities, Strategic Financial..., Term Life Insurance, Variable Annuities
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, Finance
GreenPath Debt Solutions May 2009 - October 2014
Morgan Stanley January 2004 - June 2008
UBS Financial Services September 2003 - January 2004
Skills
Mutual Funds, Customer Service, 401k, Disability Insurance, Employee Benefits, Equities, Finance, Fixed Income, IRAs, Investment Strategies, Investments, Life Insurance, Long-term Care, Microsoft Office, Retirement, Retirement Planning, Securities, Strategic Financial..., Term Life Insurance, Variable Annuities
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, Finance
Artur Sierota's UBS Financial Services Experience January 2011 - May 2011
Job Interest Rates and Credit Derivative Sales Assistant
Industry Investment Banking
Experience
Nomura Securities January 2015 - Present
RBS Markets & International Banking June 2013 - December 2014
Morgan Stanley April 2012 - August 2013
PSFCU November 2011 - April 2012
Merrill Lynch Wealth Management June 2011 - July 2011
UBS Financial Services January 2011 - May 2011
Skills
Bloomberg, Equities, Trading, Fixed Income, Hedge Funds, Options, Capital Markets, Financial Markets, Investment Banking, Series 7, Securities, Bloomberg Terminal, Financial Modeling, Alternative Investments, Investments, Asset Management, Risk Management, Portfolio Management, Valuation, Mutual Funds
Education
Bernard M. Baruch College, Zicklin School of Business New 2011 — 2019
Bachelors, Business Administration; Finance and Investments Economics
City University of New York-Baruch College 2008 — 2011
BA, Finance and Investments
Nomura Securities January 2015 - Present
RBS Markets & International Banking June 2013 - December 2014
Morgan Stanley April 2012 - August 2013
PSFCU November 2011 - April 2012
Merrill Lynch Wealth Management June 2011 - July 2011
UBS Financial Services January 2011 - May 2011
Skills
Bloomberg, Equities, Trading, Fixed Income, Hedge Funds, Options, Capital Markets, Financial Markets, Investment Banking, Series 7, Securities, Bloomberg Terminal, Financial Modeling, Alternative Investments, Investments, Asset Management, Risk Management, Portfolio Management, Valuation, Mutual Funds
Education
Bernard M. Baruch College, Zicklin School of Business New 2011 — 2019
Bachelors, Business Administration; Finance and Investments Economics
City University of New York-Baruch College 2008 — 2011
BA, Finance and Investments
srinivasa pentyala srinivasa pentyala's UBS Financial Services Experience 2000 - Present
Job Autherized Officer at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2010 - Present
UBS 2000 - Present
UBS Financial Services 2000 - Present
Skills
Wealth Management, Equities, Fixed Income, SDLC, Portfolio Management, Derivatives, Business Analysis, Financial Services, Vendor Management, Requirements Analysis, Risk Management, Software Project..., SQL, IT Strategy, Enterprise Architecture, Requirements Gathering, Agile Methodologies, Banking, Unix, Software Development, Oracle, Management, Project Management, Data Warehousing
Education
Andhra University 1982 — 1986
BE, MECHANICAL
GITAM 1982 — 1986
BE, MECHANICAL
UBS Wealth Management 2010 - Present
UBS 2000 - Present
UBS Financial Services 2000 - Present
Skills
Wealth Management, Equities, Fixed Income, SDLC, Portfolio Management, Derivatives, Business Analysis, Financial Services, Vendor Management, Requirements Analysis, Risk Management, Software Project..., SQL, IT Strategy, Enterprise Architecture, Requirements Gathering, Agile Methodologies, Banking, Unix, Software Development, Oracle, Management, Project Management, Data Warehousing
Education
Andhra University 1982 — 1986
BE, MECHANICAL
GITAM 1982 — 1986
BE, MECHANICAL
Dung Le's UBS Financial Services Experience February 2012 - May 2013
Job Assistant Portfolio Manager Trader at Direxionfunds
Industry Financial Services
Experience
Direxion Investments September 2013 - Present
UBS Financial Services February 2012 - May 2013
Tuyet Mai Popcorn Ltd May 2010 - September 2010
Vietnamese Student Organization May 2009 - May 2010
International Student Organization April 2009 - April 2010
Skills
Microsoft Office, Photoshop, Bloomberg Terminal, PowerPoint, Investments, Finance, Financial Analysis, Access, Microsoft Excel, Financial Modeling, Bloomberg, Data Analysis, Fixed Income, Equities, Banking, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2015
Master of Science (M.S.), Finance
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Bachelor, Business Administration; Finance
Direxion Investments September 2013 - Present
UBS Financial Services February 2012 - May 2013
Tuyet Mai Popcorn Ltd May 2010 - September 2010
Vietnamese Student Organization May 2009 - May 2010
International Student Organization April 2009 - April 2010
Skills
Microsoft Office, Photoshop, Bloomberg Terminal, PowerPoint, Investments, Finance, Financial Analysis, Access, Microsoft Excel, Financial Modeling, Bloomberg, Data Analysis, Fixed Income, Equities, Banking, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2015
Master of Science (M.S.), Finance
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Bachelor, Business Administration; Finance
Elena Nikitina Elena Nikitina's UBS Financial Services Experience September 2009 - December 2009
Job Valuation Control Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2012 - Present
JP Morgan Chase January 2011 - August 2012
JPMorgan Chase June 2010 - August 2010
Navidar Group January 2010 - May 2010
UBS Financial Services September 2009 - December 2009
Skills
Equities, Bloomberg, Finance, Investment Banking, Analytics, Financial Analysis, Corporate Finance, Portfolio Management, Capital Markets, Fixed Income, Risk Management, Financial Modeling, Valuation, Bloomberg Terminal, Derivatives, Financial Markets
Education
Baruch College
BBA, Finance and Investments
JPMorgan Chase August 2012 - Present
JP Morgan Chase January 2011 - August 2012
JPMorgan Chase June 2010 - August 2010
Navidar Group January 2010 - May 2010
UBS Financial Services September 2009 - December 2009
Skills
Equities, Bloomberg, Finance, Investment Banking, Analytics, Financial Analysis, Corporate Finance, Portfolio Management, Capital Markets, Fixed Income, Risk Management, Financial Modeling, Valuation, Bloomberg Terminal, Derivatives, Financial Markets
Education
Baruch College
BBA, Finance and Investments
Kenneth Heyman, CFP Kenneth Heyman, CFP's UBS Financial Services Experience May 2012 - Present
Job Senior Vice PresidentWealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services May 2012 - Present
Morgan Stanley Smith Barney March 1982 - May 2012
JC Penney 1972 - 1982
Education
American University 1967 — 1972
BSBA, Marketing
UBS Financial Services May 2012 - Present
Morgan Stanley Smith Barney March 1982 - May 2012
JC Penney 1972 - 1982
Education
American University 1967 — 1972
BSBA, Marketing
Daria Rizzi's UBS Financial Services Experience March 1999 - August 2007
Job Admin in Tax Dept at eBay, Inc.
Industry Executive Office
Experience
eBay, Inc. August 2007 - Present
UBS Financial Services March 1999 - August 2007
MMDD 1983 - 1999
Skills
Customer Service, Social Media, Event Planning, Marketing Strategy, Sales, Outlook, Human Resources, E-commerce, Social Networking, Strategic Planning, Fundraising, Leadership, Corporate Finance
Education
Ashford University 2009 — 2010
BA, Sociology, 3.4 GPA
San Jose State University 1998 — 1998
Social Sciences
eBay, Inc. August 2007 - Present
UBS Financial Services March 1999 - August 2007
MMDD 1983 - 1999
Skills
Customer Service, Social Media, Event Planning, Marketing Strategy, Sales, Outlook, Human Resources, E-commerce, Social Networking, Strategic Planning, Fundraising, Leadership, Corporate Finance
Education
Ashford University 2009 — 2010
BA, Sociology, 3.4 GPA
San Jose State University 1998 — 1998
Social Sciences
Erica Tyson Erica Tyson's UBS Financial Services Experience 2005 - 2006
Job Consultant at Deloitte Consulting
Industry Accounting
Experience
Deloitte Consulting May 2010 - Present
IBM October 2006 - May 2010
UBS Financial Services 2005 - 2006
Lucent Technologies 2004 - 2005
Skills
Management Consulting, Business Process, Accounting, Internal Controls, Analysis
Education
American University
B.S. Business Administration, Finance
Deloitte Consulting May 2010 - Present
IBM October 2006 - May 2010
UBS Financial Services 2005 - 2006
Lucent Technologies 2004 - 2005
Skills
Management Consulting, Business Process, Accounting, Internal Controls, Analysis
Education
American University
B.S. Business Administration, Finance
Danielle Kauppinen Danielle Kauppinen's UBS Financial Services Experience October 2009 - May 2010
Job Old profile I can be found @ Danielle.Kauppinen@gmail.com
Industry Investment Management
Experience
Bank of America Merrill Lynch January 2011 - Present
UBS Investment Bank June 2010 - August 2010
UBS Financial Services October 2009 - May 2010
Student Investment Management Fund May 2009 - May 2010
Merrill Lynch May 2009 - August 2009
Wells Fargo April 2008 - May 2009
City of Tempe August 2006 - December 2006
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
B.Sc, Finance, Accountancy
Bank of America Merrill Lynch January 2011 - Present
UBS Investment Bank June 2010 - August 2010
UBS Financial Services October 2009 - May 2010
Student Investment Management Fund May 2009 - May 2010
Merrill Lynch May 2009 - August 2009
Wells Fargo April 2008 - May 2009
City of Tempe August 2006 - December 2006
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
B.Sc, Finance, Accountancy
Kelly Eng Kelly Eng's UBS Financial Services Experience June 2009 - August 2009
Job Senior Product Marketing Manager at AdRoll
Industry Internet
Experience
AdRoll August 2015 - Present
AdRoll May 2014 - August 2015
AdRoll June 2013 - May 2014
Google August 2011 - May 2013
The Colbert Report June 2010 - August 2010
UBS Financial Services June 2009 - August 2009
Skills
SEM, Online Advertising, Google Analytics, Social Media, Web Analytics, Digital Marketing, Digital Media, Google Adwords, Analytics, Digital Strategy, Ad Exchanges, Product Management, Strategic Partnerships, Display Advertising, Social Media Marketing, Mobile Marketing, PPC, Mobile Advertising, Online Marketing, Thought Leadership
Education
Brown University 2007 — 2011
Bachelor of Arts, Political Science
Beijing Foreign Studies University 2009 — 2009
The Hudson School 2003 — 2007
AdRoll August 2015 - Present
AdRoll May 2014 - August 2015
AdRoll June 2013 - May 2014
Google August 2011 - May 2013
The Colbert Report June 2010 - August 2010
UBS Financial Services June 2009 - August 2009
Skills
SEM, Online Advertising, Google Analytics, Social Media, Web Analytics, Digital Marketing, Digital Media, Google Adwords, Analytics, Digital Strategy, Ad Exchanges, Product Management, Strategic Partnerships, Display Advertising, Social Media Marketing, Mobile Marketing, PPC, Mobile Advertising, Online Marketing, Thought Leadership
Education
Brown University 2007 — 2011
Bachelor of Arts, Political Science
Beijing Foreign Studies University 2009 — 2009
The Hudson School 2003 — 2007
Robert T. Agnew, Jr., CIMA® CRPS®'s UBS Financial Services Experience December 1992 - February 2008
Job Senior Financial Advisor, PIM Portfolio Manager at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors February 2008 - Present
UBS Financial Services December 1992 - February 2008
Education
Auburn University 1964 — 1968
Wells Fargo Advisors February 2008 - Present
UBS Financial Services December 1992 - February 2008
Education
Auburn University 1964 — 1968
Eleonora Shvartsburd Eleonora Shvartsburd's UBS Financial Services Experience July 2007 - April 2009
Job
Industry
Experience
UBS Financial Services July 2007 - April 2009
JPMorgan Chase September 1999 - June 2007
Skills
Talent Management
Education
New York University
Masters, Human Resources
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, Information Technology
Rutgers, The State University of New Jersey-New Brunswick
Employment Law
UBS Financial Services July 2007 - April 2009
JPMorgan Chase September 1999 - June 2007
Skills
Talent Management
Education
New York University
Masters, Human Resources
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, Information Technology
Rutgers, The State University of New Jersey-New Brunswick
Employment Law
Gary Bouch's UBS Financial Services Experience November 2002 - January 2009
Job Financial Advisor
Industry Financial Services
Experience
Owner of Brokerage/Investment Practice April 2013 - Present
Ameriprise Financial Services January 2009 - April 2013
UBS Financial Services November 2002 - January 2009
Skills
Retirement, Wealth Management..., Estate Planning, Retirement Planning, Investments
Education
New Mexico Highlands University 1999 — 2000
MBA, Finance
Defense Language Institute - Foreign Language Center US Army 1991 — 1993
B.A., Russian
Arizona State University 1987 — 1991
B.A., Political Science
Owner of Brokerage/Investment Practice April 2013 - Present
Ameriprise Financial Services January 2009 - April 2013
UBS Financial Services November 2002 - January 2009
Skills
Retirement, Wealth Management..., Estate Planning, Retirement Planning, Investments
Education
New Mexico Highlands University 1999 — 2000
MBA, Finance
Defense Language Institute - Foreign Language Center US Army 1991 — 1993
B.A., Russian
Arizona State University 1987 — 1991
B.A., Political Science
Laily Navab Laily Navab's UBS Financial Services Experience 2006 - 2008
Job Sales & Marketing / Events and Art Direction
Industry Wholesale
Experience
Epic Ink Jet March 2015 - Present
American Food Processing and Packaging January 2014 - Present
SENSA PRODUCTS, LLC November 2012 - November 2012
SoCal CoPack, Inc. January 2012 - November 2012
Twelve and Highland Restaurant and Lounge October 2009 - February 2011
Reel Entertainement Inc. January 2009 - March 2009
Artisan Creative September 2008 - November 2008
Pacific P.J./ Papa John's Pizza January 2006 - January 2008
UBS Financial Services 2006 - 2008
Artisan Creative 1994 - February 2003
Skills
Mac and PC, Organizing, People Management, Graphic Design, Advertising, Creative Direction, Adobe Creative Suite, Layout, Adobe Acrobat, Brochures, Social Media, Illustrator, Photoshop, Social Media Marketing, QuarkXPress, Photography, Event Planning, Graphics, Corporate Identity, Logo Design, Illustration, Art Direction, Microsoft Office, Microsoft Word, Posters, Event Management, Business Cards, Flyers, Catalogs, Creative Consultant, Social Networking, Facebook, Digital Photography, Marketing Communications, Copywriting, Corporate Branding, Online Marketing, Marketing, Email Marketing, Brand Development, Blogging, Management
Education
ArtCenter College of Design 1989 — 1993
BA, Graphic Design
Chelsea College of Art 1986 — 1989
Bachelor Of Art, Graphic Design/Packaging
The American School in London 1980 — 1985
High School, High School Degree
Epic Ink Jet March 2015 - Present
American Food Processing and Packaging January 2014 - Present
SENSA PRODUCTS, LLC November 2012 - November 2012
SoCal CoPack, Inc. January 2012 - November 2012
Twelve and Highland Restaurant and Lounge October 2009 - February 2011
Reel Entertainement Inc. January 2009 - March 2009
Artisan Creative September 2008 - November 2008
Pacific P.J./ Papa John's Pizza January 2006 - January 2008
UBS Financial Services 2006 - 2008
Artisan Creative 1994 - February 2003
Skills
Mac and PC, Organizing, People Management, Graphic Design, Advertising, Creative Direction, Adobe Creative Suite, Layout, Adobe Acrobat, Brochures, Social Media, Illustrator, Photoshop, Social Media Marketing, QuarkXPress, Photography, Event Planning, Graphics, Corporate Identity, Logo Design, Illustration, Art Direction, Microsoft Office, Microsoft Word, Posters, Event Management, Business Cards, Flyers, Catalogs, Creative Consultant, Social Networking, Facebook, Digital Photography, Marketing Communications, Copywriting, Corporate Branding, Online Marketing, Marketing, Email Marketing, Brand Development, Blogging, Management
Education
ArtCenter College of Design 1989 — 1993
BA, Graphic Design
Chelsea College of Art 1986 — 1989
Bachelor Of Art, Graphic Design/Packaging
The American School in London 1980 — 1985
High School, High School Degree
Demetrios Pilavas Demetrios Pilavas's UBS Financial Services Experience August 2007 - Present
Job Client Service Associate with Fitzpatrick Partners at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services August 2007 - Present
UBS Financial Services August 2006 - August 2007
Atlantic Bank of NY February 2005 - August 2006
NYCB 2000 - 2004
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
BBA, Economics
UBS Financial Services August 2007 - Present
UBS Financial Services August 2006 - August 2007
Atlantic Bank of NY February 2005 - August 2006
NYCB 2000 - 2004
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
BBA, Economics
Price Rainer Price Rainer's UBS Financial Services Experience August 2005 - December 2007
Job Senior Analyst, Litigation, Valuation, Mergers & Acquisitions at LBMC
Industry Hospital & Health Care
Experience
LBMC September 2015 - Present
Humana May 2014 - August 2015
Humana May 2013 - May 2014
Paraquad, Inc. February 2013 - May 2013
Tennessee SCORE January 2010 - June 2012
America's Future Foundation October 2008 - August 2011
Northwestern Mutual November 2008 - December 2009
National Center for Policy Analysis June 2008 - August 2008
UBS Financial Services August 2005 - December 2007
Skills
Strategic Communications, Leadership, Fundraising, Strategy, Social Media, Event Planning, Proposal Writing, Marketing Research, Marketing Strategy, Nonprofits, Research, Marketing, Non-profits, SPSS, Grant Writing, Project Management, Process Improvement, Budgets, Analysis, Cross-functional Team...
Education
Washington University in St. Louis - Olin Business School 2012 — 2014
Master of Business Administration (M.B.A.), Healthcare Management
Belmont University 2004 — 2008
B.S., Political Economy, GPA: 3.81/4.0 (Magna Cum Laude)
LBMC September 2015 - Present
Humana May 2014 - August 2015
Humana May 2013 - May 2014
Paraquad, Inc. February 2013 - May 2013
Tennessee SCORE January 2010 - June 2012
America's Future Foundation October 2008 - August 2011
Northwestern Mutual November 2008 - December 2009
National Center for Policy Analysis June 2008 - August 2008
UBS Financial Services August 2005 - December 2007
Skills
Strategic Communications, Leadership, Fundraising, Strategy, Social Media, Event Planning, Proposal Writing, Marketing Research, Marketing Strategy, Nonprofits, Research, Marketing, Non-profits, SPSS, Grant Writing, Project Management, Process Improvement, Budgets, Analysis, Cross-functional Team...
Education
Washington University in St. Louis - Olin Business School 2012 — 2014
Master of Business Administration (M.B.A.), Healthcare Management
Belmont University 2004 — 2008
B.S., Political Economy, GPA: 3.81/4.0 (Magna Cum Laude)
Trevor Croop Trevor Croop's UBS Financial Services Experience January 2006 - May 2006
Job Principal Digital Strategist
Industry Management Consulting
Experience
Salesforce April 2013 - Present
Wyndham Hotel Group May 2012 - March 2013
Wyndham Hotel Group April 2011 - May 2012
Gaylord Entertainment April 2010 - April 2011
Gaylord Entertainment April 2008 - April 2010
Avondale Partners, LLC January 2007 - August 2007
Northwestern Mutual Financial Network May 2006 - December 2006
UBS Financial Services January 2006 - May 2006
Buca di Beppo January 2005 - August 2005
Noble Investment Group, LLC June 2004 - August 2004
Skills
Social Media, Analytics, Hotel Management, Customer Relations, Research, Change Management, Hospitality Management, Sentiment Analysis, Customer Service, Hospitality, Marketing, Social Media Marketing, Hotels, Customer Satisfaction, Strategic Planning, Management, CRM, Strategy, Hospitality Industry, E-commerce, Resorts
Education
Portland Community College 2011 — 2013
Master of Arts (M.A.), Neology
Belmont University 2003 — 2007
Bachelor's, Finance and Entrepreneurship
Salesforce April 2013 - Present
Wyndham Hotel Group May 2012 - March 2013
Wyndham Hotel Group April 2011 - May 2012
Gaylord Entertainment April 2010 - April 2011
Gaylord Entertainment April 2008 - April 2010
Avondale Partners, LLC January 2007 - August 2007
Northwestern Mutual Financial Network May 2006 - December 2006
UBS Financial Services January 2006 - May 2006
Buca di Beppo January 2005 - August 2005
Noble Investment Group, LLC June 2004 - August 2004
Skills
Social Media, Analytics, Hotel Management, Customer Relations, Research, Change Management, Hospitality Management, Sentiment Analysis, Customer Service, Hospitality, Marketing, Social Media Marketing, Hotels, Customer Satisfaction, Strategic Planning, Management, CRM, Strategy, Hospitality Industry, E-commerce, Resorts
Education
Portland Community College 2011 — 2013
Master of Arts (M.A.), Neology
Belmont University 2003 — 2007
Bachelor's, Finance and Entrepreneurship
David Lesser David Lesser's UBS Financial Services Experience September 2005 - December 2013
Job Sr. Vice President Technology Corporate Services at Raymond James Financial Inc.
Industry Computer Software
Experience
Raymond James Financial Inc. January 2014 - Present
UBS Financial Services September 2005 - December 2013
Wachovia Securities January 2002 - March 2005
Wachovia Securities / Prudential Securities July 1986 - March 2005
Skills
Fixed Income, Vendor Management, Trading Systems, Financial Services, Portfolio Management, Risk Management, Market Data, Wealth Management, Banking, Business Analysis, SDLC, Asset Managment, Business Intelligence, Finance, IT Strategy, Integration, Management, Software Development, Asset Management
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
MBA, Finance and Information Systems
Vassar College 1982 — 1986
AB, Mathematics and Computer Science
Raymond James Financial Inc. January 2014 - Present
UBS Financial Services September 2005 - December 2013
Wachovia Securities January 2002 - March 2005
Wachovia Securities / Prudential Securities July 1986 - March 2005
Skills
Fixed Income, Vendor Management, Trading Systems, Financial Services, Portfolio Management, Risk Management, Market Data, Wealth Management, Banking, Business Analysis, SDLC, Asset Managment, Business Intelligence, Finance, IT Strategy, Integration, Management, Software Development, Asset Management
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
MBA, Finance and Information Systems
Vassar College 1982 — 1986
AB, Mathematics and Computer Science
Richard Johnson's UBS Financial Services Experience September 2000 - August 2005
Job FinalExpense.com (115% with TOP CARRIERS)
Industry Insurance
Experience
Final-Expense.com September 2006 - Present
Rich Development LLC September 2005 - January 2008
UBS Financial Services September 2000 - August 2005
F-Matic of America February 1998 - October 1999
Skills
Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Brokers, Fixed Annuities, Employee Benefits, Investments, Health Insurance, Whole Life, Sales, Marketing, Leadership, Portfolio Management, Critical Illness, Retirement, Finance, Management, Property & Casualty..., Commercial Insurance, Small Business, Underwriting, 401k, General Insurance, Retirement Planning, Final Expense Whole..., Casualty, IRAs, Financial Planners, Real Estate, Workers Compensation, Asset Managment, Financial Advisory, Strategic Financial..., Reinsurance, Umbrella Insurance, Legal Liability, Mutual Funds, 115% MGA Contracts (Top..., Medicare Advantage..., Estate Planning, Insurance Brokerage, Pensions, Analysis, Series 63, Professional Liability, Series 7, Stock Investing, Stock Trading, Liability
Education
Auburn University 1993 — 1997
HRM, Business Management
Auburn University 1993 — 1997
Bachelor of Science (B.S.), HRM
Final-Expense.com September 2006 - Present
Rich Development LLC September 2005 - January 2008
UBS Financial Services September 2000 - August 2005
F-Matic of America February 1998 - October 1999
Skills
Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Brokers, Fixed Annuities, Employee Benefits, Investments, Health Insurance, Whole Life, Sales, Marketing, Leadership, Portfolio Management, Critical Illness, Retirement, Finance, Management, Property & Casualty..., Commercial Insurance, Small Business, Underwriting, 401k, General Insurance, Retirement Planning, Final Expense Whole..., Casualty, IRAs, Financial Planners, Real Estate, Workers Compensation, Asset Managment, Financial Advisory, Strategic Financial..., Reinsurance, Umbrella Insurance, Legal Liability, Mutual Funds, 115% MGA Contracts (Top..., Medicare Advantage..., Estate Planning, Insurance Brokerage, Pensions, Analysis, Series 63, Professional Liability, Series 7, Stock Investing, Stock Trading, Liability
Education
Auburn University 1993 — 1997
HRM, Business Management
Auburn University 1993 — 1997
Bachelor of Science (B.S.), HRM
Kathlene Burke Kathlene Burke's UBS Financial Services Experience May 2003 - August 2003
Job Legal Counsel
Industry Law Practice
Experience
San Manuel Band of Mission Indians March 2014 - Present
Weil, Gotshal & Manges October 2009 - July 2013
U.S. Bankruptcy Court September 2008 - September 2009
Thacher Proffitt & Wood May 2007 - August 2007
Morgan, Lewis & Bockius May 2006 - August 2006
Baruch Computing Technology Center April 2002 - June 2005
JPMorgan Chase May 2004 - August 2004
UBS Financial Services May 2003 - August 2003
HHC, 8th MP BDE, US Army April 1997 - April 2001
Skills
Bloomberg, Intellectual Property, Bankruptcy, Litigation, Corporate Finance, Commercial Litigation, Securities, Hedge Funds, Corporate Governance, Restructuring, Leadership, Legal Research, Legal Writing, Securities Regulation, Capital Markets, Westlaw, Corporate Law, Due Diligence, Structured Finance, Civil Litigation, Private Equity, Banking, Mergers, Training, Appeals, Mediation, Banking Law, Cross-border..., Courts, Joint Ventures, International Law, Chapter 11, Class Actions, Arbitration, Creditors' Rights, Business Development, Information Technology, Financial Analysis, Negotiation, Project Management, Team Management, Creative Strategy, Strategic Planning, Strategic Thinking, Manage Client..., Written & Oral..., Data Analysis, Military Logistics, Quality Control, Distressed Debt
Education
University of Pennsylvania Law School 2005 — 2008
JD, Law
University of Pennsylvania - The Wharton School 2007 — 2008
Certificate, Business and Public Policy
City University of New York-Baruch College - Zicklin School of Business 2002 — 2005
BBA, Economics
San Manuel Band of Mission Indians March 2014 - Present
Weil, Gotshal & Manges October 2009 - July 2013
U.S. Bankruptcy Court September 2008 - September 2009
Thacher Proffitt & Wood May 2007 - August 2007
Morgan, Lewis & Bockius May 2006 - August 2006
Baruch Computing Technology Center April 2002 - June 2005
JPMorgan Chase May 2004 - August 2004
UBS Financial Services May 2003 - August 2003
HHC, 8th MP BDE, US Army April 1997 - April 2001
Skills
Bloomberg, Intellectual Property, Bankruptcy, Litigation, Corporate Finance, Commercial Litigation, Securities, Hedge Funds, Corporate Governance, Restructuring, Leadership, Legal Research, Legal Writing, Securities Regulation, Capital Markets, Westlaw, Corporate Law, Due Diligence, Structured Finance, Civil Litigation, Private Equity, Banking, Mergers, Training, Appeals, Mediation, Banking Law, Cross-border..., Courts, Joint Ventures, International Law, Chapter 11, Class Actions, Arbitration, Creditors' Rights, Business Development, Information Technology, Financial Analysis, Negotiation, Project Management, Team Management, Creative Strategy, Strategic Planning, Strategic Thinking, Manage Client..., Written & Oral..., Data Analysis, Military Logistics, Quality Control, Distressed Debt
Education
University of Pennsylvania Law School 2005 — 2008
JD, Law
University of Pennsylvania - The Wharton School 2007 — 2008
Certificate, Business and Public Policy
City University of New York-Baruch College - Zicklin School of Business 2002 — 2005
BBA, Economics
Gautam Sobti Gautam Sobti's UBS Financial Services Experience November 2000 - May 2009
Job Derivatives Trading Specialist at optionsXpress by Charles Schwab
Industry Financial Services
Experience
optionsXpress January 2015 - Present
DeVry University April 2011 - January 2015
ITT Technical Institute September 2009 - April 2011
UBS Financial Services November 2000 - May 2009
Salomon Smith Barney January 2000 - November 2000
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Benedictine University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
optionsXpress January 2015 - Present
DeVry University April 2011 - January 2015
ITT Technical Institute September 2009 - April 2011
UBS Financial Services November 2000 - May 2009
Salomon Smith Barney January 2000 - November 2000
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Benedictine University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Nate Johnson's UBS Financial Services Experience September 2015 - Present
Job Wealth Planning Analyst at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services September 2015 - Present
Verizon Wireless April 2014 - September 2015
Initiate, Adapt, Evolve. LLC March 2013 - April 2014
Corporate Fitness Works March 2013 - April 2014
LA Fitness August 2012 - March 2013
Skills
Teaching, PowerPoint, Higher Education, Microsoft Office, Social Media Marketing, Research, Photoshop, Microsoft Excel, Coaching, Fitness, Personal Training, Fitness Training, Marketing Communications, Athletics, Strength Training, Sports, Exercise Physiology, Entrepreneurship, Photography, Event Management, Social Networking, Event Planning, Online Marketing, Fundraising, Marketing Strategy, Marketing, Public Relations, Acting, Public Speaking, Blogging, Advertising, Online Advertising, Social Media, Operant Conditioning, Spanish, Entertainment, Facebook, Creative Writing, Weight Training, Sports Nutrition, Email Marketing, Dance, Lifestyle, Yoga, Weight, Wellness Coaching, Lifestyle Coaching, Supplements, Nutritional Counseling, Photo Shoots
Education
Ashford University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, 4.0
University of West Florida 2008 — 2012
Bachelor's Degree, Sport and Fitness Administration/Management, Exercise Science
Colorado State University 2006 — 2007
UBS Financial Services September 2015 - Present
Verizon Wireless April 2014 - September 2015
Initiate, Adapt, Evolve. LLC March 2013 - April 2014
Corporate Fitness Works March 2013 - April 2014
LA Fitness August 2012 - March 2013
Skills
Teaching, PowerPoint, Higher Education, Microsoft Office, Social Media Marketing, Research, Photoshop, Microsoft Excel, Coaching, Fitness, Personal Training, Fitness Training, Marketing Communications, Athletics, Strength Training, Sports, Exercise Physiology, Entrepreneurship, Photography, Event Management, Social Networking, Event Planning, Online Marketing, Fundraising, Marketing Strategy, Marketing, Public Relations, Acting, Public Speaking, Blogging, Advertising, Online Advertising, Social Media, Operant Conditioning, Spanish, Entertainment, Facebook, Creative Writing, Weight Training, Sports Nutrition, Email Marketing, Dance, Lifestyle, Yoga, Weight, Wellness Coaching, Lifestyle Coaching, Supplements, Nutritional Counseling, Photo Shoots
Education
Ashford University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, 4.0
University of West Florida 2008 — 2012
Bachelor's Degree, Sport and Fitness Administration/Management, Exercise Science
Colorado State University 2006 — 2007
Christine Shirinian Christine Shirinian's UBS Financial Services Experience January 2006 - March 2010
Job Tradeshow Manager at Crestron Electronics
Industry Electrical/Electronic Manufacturing
Experience
Crestron Electronics April 2014 - Present
Crestron Electronics October 2011 - March 2014
Crestron Electronics February 2011 - October 2011
UBS Financial Services January 2006 - March 2010
Maximum Exposure Public Relations October 2005 - January 2006
Allied Advertising 2005 - 2005
Skills
Event Management, Budgeting, Marketing Communications, Promotions, Marketing Strategy, Microsoft Office, Trade Shows, Budgets, Advertising, Public Relations, Competitive Analysis, Training, Management, Analysis, Social Media, Sales Management, Marketing, Sales, Project Management
Education
American University 2001 — 2005
B.A., Public Communications
Crestron Electronics April 2014 - Present
Crestron Electronics October 2011 - March 2014
Crestron Electronics February 2011 - October 2011
UBS Financial Services January 2006 - March 2010
Maximum Exposure Public Relations October 2005 - January 2006
Allied Advertising 2005 - 2005
Skills
Event Management, Budgeting, Marketing Communications, Promotions, Marketing Strategy, Microsoft Office, Trade Shows, Budgets, Advertising, Public Relations, Competitive Analysis, Training, Management, Analysis, Social Media, Sales Management, Marketing, Sales, Project Management
Education
American University 2001 — 2005
B.A., Public Communications
Eric Schoen Eric Schoen's UBS Financial Services Experience May 2011 - August 2011
Job Medical Student at Bastyr University
Industry Hospital & Health Care
Experience
UBS Wealth Management October 2012 - July 2013
University Speech Laboratory Tutor August 2009 - May 2012
UBS May 2011 - August 2011
UBS Financial Services May 2011 - August 2011
Father Ryan High School August 2010 - May 2011
Belmont University August 2009 - April 2011
Skills
Public Speaking, Event Planning, Public Relations, Non-profits, Fundraising, Microsoft Excel, Social Media, Customer Service, Organization, Grant Writing, Policy Analysis, Editing, Volunteer Management, Staff Development, Business Strategy, Event Management, Blogging, Student Affairs, Politics, Research
Education
Bastyr University 2013 — 2017
Doctor of Naturopathy (N.D. N.M.D), Naturopathic Medicine/Naturopathy
Belmont University 2008 — 2012
BS, Communications Studies, Chemistry, Political Science
Belmont University 2008 — 2012
Bachelor of Science, Rhetorical Communication; Political Science
UBS Wealth Management October 2012 - July 2013
University Speech Laboratory Tutor August 2009 - May 2012
UBS May 2011 - August 2011
UBS Financial Services May 2011 - August 2011
Father Ryan High School August 2010 - May 2011
Belmont University August 2009 - April 2011
Skills
Public Speaking, Event Planning, Public Relations, Non-profits, Fundraising, Microsoft Excel, Social Media, Customer Service, Organization, Grant Writing, Policy Analysis, Editing, Volunteer Management, Staff Development, Business Strategy, Event Management, Blogging, Student Affairs, Politics, Research
Education
Bastyr University 2013 — 2017
Doctor of Naturopathy (N.D. N.M.D), Naturopathic Medicine/Naturopathy
Belmont University 2008 — 2012
BS, Communications Studies, Chemistry, Political Science
Belmont University 2008 — 2012
Bachelor of Science, Rhetorical Communication; Political Science
Catherine Piraino Catherine Piraino's UBS Financial Services Experience 1980 - 2011
Job
Industry Financial Services
Experience
UBS Financial Services 1980 - 2011
Skills
Vendor Management, Procurement, Vendor Relations, Strategic Sourcing, Contract Negotiation, Process Improvement, Negotiation, Sourcing, Cost Reduction, Purchasing, Team Building, Supplier Management, Spend Analysis
Education
Ashford University 2011 — 2013
Supply Chain Management
Pace University 1983 — 1987
Business Addministration
UBS Financial Services 1980 - 2011
Skills
Vendor Management, Procurement, Vendor Relations, Strategic Sourcing, Contract Negotiation, Process Improvement, Negotiation, Sourcing, Cost Reduction, Purchasing, Team Building, Supplier Management, Spend Analysis
Education
Ashford University 2011 — 2013
Supply Chain Management
Pace University 1983 — 1987
Business Addministration
Adam Fuelleman, CFA Adam Fuelleman, CFA's UBS Financial Services Experience September 2006 - June 2010
Job Senior Analyst at V2 Capital
Industry Investment Management
Experience
V2 Capital, LLC August 2011 - Present
V2 Capital, LLC August 2011 - Present
UBS Financial Services September 2006 - June 2010
Wells Fargo December 2005 - September 2006
UBS 2002 - 2005
Skills
Bloomberg API, Financial Modeling, Asset Management, Portfolio Management, Valuation, Derivatives, Volatility, Equity Research, Equity Valuation, Equity Derivatives, Asset Allocation, Alternative Investments, Bloomberg, Investments, Equities, Hedge Funds, Investment Management, Bloomberg Terminal, Financial Analysis
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Economics, Finance, and Accounting
DePaul University 2004 — 2005
Bachelor of Science (B.S.), Finance, with Honors
Arizona State University 2001 — 2003
B.S., Finance
V2 Capital, LLC August 2011 - Present
V2 Capital, LLC August 2011 - Present
UBS Financial Services September 2006 - June 2010
Wells Fargo December 2005 - September 2006
UBS 2002 - 2005
Skills
Bloomberg API, Financial Modeling, Asset Management, Portfolio Management, Valuation, Derivatives, Volatility, Equity Research, Equity Valuation, Equity Derivatives, Asset Allocation, Alternative Investments, Bloomberg, Investments, Equities, Hedge Funds, Investment Management, Bloomberg Terminal, Financial Analysis
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Economics, Finance, and Accounting
DePaul University 2004 — 2005
Bachelor of Science (B.S.), Finance, with Honors
Arizona State University 2001 — 2003
B.S., Finance
Jonathan Khalavsky, CFP® Jonathan Khalavsky, CFP®'s UBS Financial Services Experience September 2006 - March 2008
Job Elite Comprehensive Financial Planning
Industry Financial Services
Experience
Future Financial Planners, Inc. March 2012 - Present
Merrill Lynch Global Wealth Management August 2008 - March 2012
UBS Financial Services September 2006 - March 2008
Horizon Medical, Inc January 2005 - September 2006
Skills
Financial Planning, Investment Strategies, Excel, PowerPoint, Word, Quickbooks, Estate Planning, Wealth Management, Wealth Preservation..., College Education..., Retirement Planning, Risk Tolerance Analysis, Cash Flow Management, Strategic Financial..., Financial Services, Cash Flow, Leadership, Microsoft Excel, Microsoft Word, Portfolio Management, QuickBooks, Series 7, Financial Analysis, Investments, Mutual Funds, Finance
Education
Fairleigh Dickinson University 2008 — 2010
Finance
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
BBA, Finance and Investments / Minor: History
Future Financial Planners, Inc. March 2012 - Present
Merrill Lynch Global Wealth Management August 2008 - March 2012
UBS Financial Services September 2006 - March 2008
Horizon Medical, Inc January 2005 - September 2006
Skills
Financial Planning, Investment Strategies, Excel, PowerPoint, Word, Quickbooks, Estate Planning, Wealth Management, Wealth Preservation..., College Education..., Retirement Planning, Risk Tolerance Analysis, Cash Flow Management, Strategic Financial..., Financial Services, Cash Flow, Leadership, Microsoft Excel, Microsoft Word, Portfolio Management, QuickBooks, Series 7, Financial Analysis, Investments, Mutual Funds, Finance
Education
Fairleigh Dickinson University 2008 — 2010
Finance
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
BBA, Finance and Investments / Minor: History
Dave Scharff Dave Scharff's UBS Financial Services Experience May 2011 - Present
Job Senior Vice President Investments at UBS Financial services
Industry Investment Management
Experience
UBS Financial services May 2011 - Present
Morgan Stanley Smith Barney January 1989 - May 2011
Dayton Economy Food Company June 1979 - June 1988
Education
Antioch University McGregor
BA, Business Management
UBS Financial services May 2011 - Present
Morgan Stanley Smith Barney January 1989 - May 2011
Dayton Economy Food Company June 1979 - June 1988
Education
Antioch University McGregor
BA, Business Management
Alycia Banks, M.A.'s UBS Financial Services Experience 2006 - 2008
Job Vice President of Development
Industry Human Resources
Experience
Pershing March 2012 - Present
Dow Jones December 2008 - March 2012
UBS Financial Services 2006 - 2008
UBS 2006 - 2008
AT&T May 2000 - April 2004
AT&T September 1998 - May 2000
Skills
Needs Analysis, Instructional Design, Captivate, E-Learning, Talent Management, Organizational Learning, Employee Engagement, Leadership Development, Training Delivery, Organizational...
Education
Seton Hall University 2009 — 2011
Masters of Arts, Communications and Leadership
Bentley University 1992 — 1996
Bachelor of Arts, International Studies of Culture and Economics
Pershing March 2012 - Present
Dow Jones December 2008 - March 2012
UBS Financial Services 2006 - 2008
UBS 2006 - 2008
AT&T May 2000 - April 2004
AT&T September 1998 - May 2000
Skills
Needs Analysis, Instructional Design, Captivate, E-Learning, Talent Management, Organizational Learning, Employee Engagement, Leadership Development, Training Delivery, Organizational...
Education
Seton Hall University 2009 — 2011
Masters of Arts, Communications and Leadership
Bentley University 1992 — 1996
Bachelor of Arts, International Studies of Culture and Economics
Ali Vollmer Ali Vollmer's UBS Financial Services Experience April 2008 - May 2009
Job Taking a moment to learn about health issues
Industry Medical Practice
Experience
Benjamin Franklin Plumbing, LLC November 2010 - February 2011
New Castle County Chamber of Commerce 2010 - 2010
UBS Financial Services April 2008 - May 2009
West Mesa Oral Surgery October 2007 - January 2008
Affiliated Financial Group October 2002 - July 2007
Birner Dental Mangement Services 1999 - 2001
Comfort Dental Group June 1993 - March 1999
Education
DelTech On-line 2010 — 2010
Cert, Administrative Assistant Fundamentals
Evergreen High School 1990 — 1992
Arapahoe Community College
Paralegal Studies
Benjamin Franklin Plumbing, LLC November 2010 - February 2011
New Castle County Chamber of Commerce 2010 - 2010
UBS Financial Services April 2008 - May 2009
West Mesa Oral Surgery October 2007 - January 2008
Affiliated Financial Group October 2002 - July 2007
Birner Dental Mangement Services 1999 - 2001
Comfort Dental Group June 1993 - March 1999
Education
DelTech On-line 2010 — 2010
Cert, Administrative Assistant Fundamentals
Evergreen High School 1990 — 1992
Arapahoe Community College
Paralegal Studies
L. Matthew Perry L. Matthew Perry's UBS Financial Services Experience August 2007 - November 2008
Job Finance & Risk Consulting Executive and Real Estate Professional
Industry Financial Services
Experience
Accenture October 2010 - Present
Diageo 2009 - Present
LMP Real Estate Partners, LLC January 2007 - Present
E & Y August 2009 - October 2010
LMP Consulting, LLC January 2006 - September 2009
UBS Financial Services August 2007 - November 2008
Merrill Lynch, Global Markets and Investment Banking 2006 - 2007
Goldman Sachs 2006 - 2007
Skills
Finance, Analysis, Business Development, Business Process..., Business Strategy, Forecasting, Management, Budgets, Analytics, Strategic Planning, Accounting, Management Consulting, Financial Analysis, Project Management, Sarbanes-Oxley Act, Internal Controls, Due Diligence, Leadership, Mergers & Acquisitions, Risk Management, Corporate Finance, Data Management, Finance Transformation, Finance Strategy..., Record to Report, Budgeting, Enterprise Performance..., Finance Operations, Client Relationship..., Regulatory Requirements, Reporting & Analysis, Financial Reporting, Full SDLC, ERP Implementations, Strategy, Strategic Financial..., Financial Planning
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2002
BBA, Finance
Accenture October 2010 - Present
Diageo 2009 - Present
LMP Real Estate Partners, LLC January 2007 - Present
E & Y August 2009 - October 2010
LMP Consulting, LLC January 2006 - September 2009
UBS Financial Services August 2007 - November 2008
Merrill Lynch, Global Markets and Investment Banking 2006 - 2007
Goldman Sachs 2006 - 2007
Skills
Finance, Analysis, Business Development, Business Process..., Business Strategy, Forecasting, Management, Budgets, Analytics, Strategic Planning, Accounting, Management Consulting, Financial Analysis, Project Management, Sarbanes-Oxley Act, Internal Controls, Due Diligence, Leadership, Mergers & Acquisitions, Risk Management, Corporate Finance, Data Management, Finance Transformation, Finance Strategy..., Record to Report, Budgeting, Enterprise Performance..., Finance Operations, Client Relationship..., Regulatory Requirements, Reporting & Analysis, Financial Reporting, Full SDLC, ERP Implementations, Strategy, Strategic Financial..., Financial Planning
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2002
BBA, Finance
Matthew Frey's UBS Financial Services Experience October 2002 - July 2005
Job Financial Advisor CFP® at Money Concepts
Industry Financial Services
Experience
Money Concepts June 2009 - Present
JPMorgan Chase July 2005 - June 2009
UBS Financial Services October 2002 - July 2005
Skills
Retirement Planning, Investment Advisory, Series 7, Wealth Management, Strategic Financial..., Retirement, Certified Financial..., Investments, Series 63, Financial Analysis, Valuation, Accounting, Financial Reporting, Investment Strategies, Strategic Planning
Education
Bellarmine University 2008 — 2009
Executive Certificate in Financial Planning, Financial Planning
University of Kentucky 1990 — 1995
Bachelor's Degree, Sociology
Money Concepts June 2009 - Present
JPMorgan Chase July 2005 - June 2009
UBS Financial Services October 2002 - July 2005
Skills
Retirement Planning, Investment Advisory, Series 7, Wealth Management, Strategic Financial..., Retirement, Certified Financial..., Investments, Series 63, Financial Analysis, Valuation, Accounting, Financial Reporting, Investment Strategies, Strategic Planning
Education
Bellarmine University 2008 — 2009
Executive Certificate in Financial Planning, Financial Planning
University of Kentucky 1990 — 1995
Bachelor's Degree, Sociology
Will Freebing Will Freebing's UBS Financial Services Experience March 2014 - Present
Job Assistant Complex Director at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services March 2014 - Present
UBS Financial Services October 2010 - February 2014
UBS Financial Services 2010 - June 2011
UBS Financial Services March 2008 - June 2009
FTN Financial October 2003 - November 2007
Fidelity Investments October 1989 - December 2002
PaineWebber 1985 - 1989
Education
The George Washington University - School of Business 1985 — 1988
M.B.A., Marketing
Arizona State University, W. P. Carey School of Business 1975 — 1978
B.S., Finance
UBS Financial Services March 2014 - Present
UBS Financial Services October 2010 - February 2014
UBS Financial Services 2010 - June 2011
UBS Financial Services March 2008 - June 2009
FTN Financial October 2003 - November 2007
Fidelity Investments October 1989 - December 2002
PaineWebber 1985 - 1989
Education
The George Washington University - School of Business 1985 — 1988
M.B.A., Marketing
Arizona State University, W. P. Carey School of Business 1975 — 1978
B.S., Finance
Murray Johnson's UBS Financial Services Experience July 2001 - May 2004
Job Financial Advisor, Entrepreneur
Industry Investment Management
Experience
Luminate Financial Services May 2004 - Present
Johnson Valley Management, LLC December 2005 - Present
Maricopa County Planning & Zoning May 2007 - Present
Maricopa County Department of Transportation May 2006 - May 2007
UBS Financial Services July 2001 - May 2004
OLDE June 1998 - July 2001
Skills
Registered Investment..., Personal Financial..., Investment Management, Financial Services, Health Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, Asset Allocation, Asset Management, Stock Market, Stock Management, Group Insurance, Mutual Funds, Investments, Investment Advisory..., Retirement Planning, Retirement Plan..., Retirement Savings, Stocks, Bonds, Municipal Bonds, Managed Futures, Managed Funds, Management, Entrepreneurship, Strategic Financial..., Strategic Planning, Financial Advisory, Leadership, Estate Planning, Securities, Portfolio Management, Real Estate Economics
Education
University of North Texas 2003 — 2004
PDI, Executive CFP Certificate Program
Baylor University 1992 — 1998
BBA, Entrepreneurship
Baylor University - Hankamer School of Business 1992 — 1998
Bachelor of Business Administration, Entrepreneurship
Luminate Financial Services May 2004 - Present
Johnson Valley Management, LLC December 2005 - Present
Maricopa County Planning & Zoning May 2007 - Present
Maricopa County Department of Transportation May 2006 - May 2007
UBS Financial Services July 2001 - May 2004
OLDE June 1998 - July 2001
Skills
Registered Investment..., Personal Financial..., Investment Management, Financial Services, Health Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, Asset Allocation, Asset Management, Stock Market, Stock Management, Group Insurance, Mutual Funds, Investments, Investment Advisory..., Retirement Planning, Retirement Plan..., Retirement Savings, Stocks, Bonds, Municipal Bonds, Managed Futures, Managed Funds, Management, Entrepreneurship, Strategic Financial..., Strategic Planning, Financial Advisory, Leadership, Estate Planning, Securities, Portfolio Management, Real Estate Economics
Education
University of North Texas 2003 — 2004
PDI, Executive CFP Certificate Program
Baylor University 1992 — 1998
BBA, Entrepreneurship
Baylor University - Hankamer School of Business 1992 — 1998
Bachelor of Business Administration, Entrepreneurship
Christine Drisco's UBS Financial Services Experience 1999 - 2005
Job Vice President, Operations and Compliance
Industry Financial Services
Experience
New Harbor Financial Group January 2005 - Present
UBS Financial Services 1999 - 2005
Merrill Lynch 1997 - 1999
Skills
Client Services, Wealth Management, Banking, Financial Services, Investments, Vendor Management, Management, CRM, Process Improvement, Account Management
Education
Nichols College 2000 — 2004
MBA, Business
Westfield State University 1995 — 1997
BS, Business
Becker College 1993 — 1995
BA, Business
New Harbor Financial Group January 2005 - Present
UBS Financial Services 1999 - 2005
Merrill Lynch 1997 - 1999
Skills
Client Services, Wealth Management, Banking, Financial Services, Investments, Vendor Management, Management, CRM, Process Improvement, Account Management
Education
Nichols College 2000 — 2004
MBA, Business
Westfield State University 1995 — 1997
BS, Business
Becker College 1993 — 1995
BA, Business
Ivy Woo John's UBS Financial Services Experience September 2005 - December 2005
Job Financial Counselor Insurance and Employee Benefits at Financial Literacy Counsel
Industry Financial Services
Experience
Financial Literacy Counsel July 2015 - Present
British Columbia Medical Association August 2011 - July 2015
Morneau Sobeco March 2010 - July 2011
Goldman Sachs December 2007 - October 2009
Venture Capital Dept, Zicklin School of Business January 2006 - June 2006
UBS Financial Services September 2005 - December 2005
Financial Literacy Counsel February 2003 - July 2005
Great-West LIfe May 2001 - February 2004
Holt Renfrew March 2000 - February 2004
MW Capital March 1999 - October 1999
Skills
Financial Modeling, Business Analysis, Portfolio Management, Business Strategy, Customer Relations
Education
CFA Institute 2007 — 2007
CFA Level 1 Candidate
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
The Chinese University of Hong Kong 2006 — 2006
MBA, Study Abroad
The University of British Columbia 1998 — 2001
BA, Economics
University of Pennsylvania - The Wharton School
GBA, Group Benefits Assoicate
Financial Literacy Counsel July 2015 - Present
British Columbia Medical Association August 2011 - July 2015
Morneau Sobeco March 2010 - July 2011
Goldman Sachs December 2007 - October 2009
Venture Capital Dept, Zicklin School of Business January 2006 - June 2006
UBS Financial Services September 2005 - December 2005
Financial Literacy Counsel February 2003 - July 2005
Great-West LIfe May 2001 - February 2004
Holt Renfrew March 2000 - February 2004
MW Capital March 1999 - October 1999
Skills
Financial Modeling, Business Analysis, Portfolio Management, Business Strategy, Customer Relations
Education
CFA Institute 2007 — 2007
CFA Level 1 Candidate
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
The Chinese University of Hong Kong 2006 — 2006
MBA, Study Abroad
The University of British Columbia 1998 — 2001
BA, Economics
University of Pennsylvania - The Wharton School
GBA, Group Benefits Assoicate
Alison Commiciotto's UBS Financial Services Experience January 2007 - April 2011
Job Associate
Industry Financial Services
Experience
ICONIQ Capital February 2012 - March 2015
Morgan Stanley Private Wealth Management April 2011 - February 2012
UBS Financial Services January 2007 - April 2011
Cohler Financial February 2005 - December 2006
United Planners' Financial Services September 2002 - February 2005
Skills
Family Office, Finance, Series 7, Series 66, Financial Services, Salesforce.com, Microsoft Office, Customer Service
Education
Arizona State University 1998 — 2002
Bachelors, Political Science and Justice Studies
ICONIQ Capital February 2012 - March 2015
Morgan Stanley Private Wealth Management April 2011 - February 2012
UBS Financial Services January 2007 - April 2011
Cohler Financial February 2005 - December 2006
United Planners' Financial Services September 2002 - February 2005
Skills
Family Office, Finance, Series 7, Series 66, Financial Services, Salesforce.com, Microsoft Office, Customer Service
Education
Arizona State University 1998 — 2002
Bachelors, Political Science and Justice Studies
Dennis Lee, CFA's UBS Financial Services Experience May 2004 - December 2008
Job
Industry Financial Services
Experience
Citi Personal Wealth Management December 2008 - Present
UBS Financial Services May 2004 - December 2008
Skills
Financial Planning, Equities, Fixed Income, Syndicate, Retirement Planning, Cash Management, Alternative Investments, Mutual Funds, Exchange Traded Funds, Options, Separately Managed..., Unified Managed Accounts, Equity Syndicate, Wealth Management, Fixed Income Syndicate
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
Citi Personal Wealth Management December 2008 - Present
UBS Financial Services May 2004 - December 2008
Skills
Financial Planning, Equities, Fixed Income, Syndicate, Retirement Planning, Cash Management, Alternative Investments, Mutual Funds, Exchange Traded Funds, Options, Separately Managed..., Unified Managed Accounts, Equity Syndicate, Wealth Management, Fixed Income Syndicate
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
Keith Joffe's UBS Financial Services Experience Vice President - InvestmentsUBS Wealth Management2002 - Present
Job Vice PresidentInvestments at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services Vice President - InvestmentsUBS Wealth Management2002 - Present
Education
Albright College 1989 — 2003
UBS Financial Services Vice President - InvestmentsUBS Wealth Management2002 - Present
Education
Albright College 1989 — 2003
Bernie Reichert's UBS Financial Services Experience May 2006 - August 2007
Job VP & Director of Surveys Securities Industry & Financial Markets Assn
Industry Market Research
Experience
Securities Industry & Financial Markets Association October 2007 - Present
UBS Financial Services May 2006 - August 2007
American Express 2002 - 2006
Prudential 1998 - 2001
AT&T 1984 - 1998
AT&T Bell Laboratories 1984 - 1986
Burke Marketing Services 1982 - 1984
Skills
Research, Pricing, Forecasting, Segmentation, Data Analysis, Vendor Management, Quantitative Research, Analytics, Marketing Strategy, Product Development, Product Management, Marketing Communications, Analysis, Customer Experience, Insurance, Banking, Direct Marketing, Qualitative Research, PowerPoint, Statistics, Customer Insight, Market Research, Qualtrics, Excel, Conjoint Analysis, Choice, Choice Modeling, ANOVA, Wealth Management, Customer Satisfaction, Advertising Research, Concept Testing, Focus Groups, Communications Testing, Communications, Statistical Modeling, Statistical Analysis, Financial Services, Predictive Modeling, Strategy, Marketing, Competitive Analysis, Marketing Research, Positioning, Brand Equity, Survey Design, Concept Generation, Competitive Intelligence, Business Insights, Questionnaire Design
Education
Adelphi University 1976 — 1982
Ph.D., Experimental Psychology
State University of New York at Oneonta 1973 — 1976
B.A., Psychology
State University of New York College of Environmental Sciences and Forestry 1972 — 1973
Landscape Architecture
Yorktown High School
Securities Industry & Financial Markets Association October 2007 - Present
UBS Financial Services May 2006 - August 2007
American Express 2002 - 2006
Prudential 1998 - 2001
AT&T 1984 - 1998
AT&T Bell Laboratories 1984 - 1986
Burke Marketing Services 1982 - 1984
Skills
Research, Pricing, Forecasting, Segmentation, Data Analysis, Vendor Management, Quantitative Research, Analytics, Marketing Strategy, Product Development, Product Management, Marketing Communications, Analysis, Customer Experience, Insurance, Banking, Direct Marketing, Qualitative Research, PowerPoint, Statistics, Customer Insight, Market Research, Qualtrics, Excel, Conjoint Analysis, Choice, Choice Modeling, ANOVA, Wealth Management, Customer Satisfaction, Advertising Research, Concept Testing, Focus Groups, Communications Testing, Communications, Statistical Modeling, Statistical Analysis, Financial Services, Predictive Modeling, Strategy, Marketing, Competitive Analysis, Marketing Research, Positioning, Brand Equity, Survey Design, Concept Generation, Competitive Intelligence, Business Insights, Questionnaire Design
Education
Adelphi University 1976 — 1982
Ph.D., Experimental Psychology
State University of New York at Oneonta 1973 — 1976
B.A., Psychology
State University of New York College of Environmental Sciences and Forestry 1972 — 1973
Landscape Architecture
Yorktown High School
Jerry Fung's UBS Financial Services Experience 2001 - 2001
Job Valuation Control Manager at Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ March 2015 - Present
J.P. Morgan July 2012 - March 2015
BNY Mellon 2010 - 2012
Moore Capital Management 2006 - 2010
AllianceBernstein 2004 - 2006
Reuters 2002 - 2004
UBS Financial Services 2001 - 2001
Skills
Derivatives, Valuation, Fixed Income, Equities, Bloomberg, Financial Risk, Securities, Options, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
BBA, Finance
Bank of Tokyo-Mitsubishi UFJ March 2015 - Present
J.P. Morgan July 2012 - March 2015
BNY Mellon 2010 - 2012
Moore Capital Management 2006 - 2010
AllianceBernstein 2004 - 2006
Reuters 2002 - 2004
UBS Financial Services 2001 - 2001
Skills
Derivatives, Valuation, Fixed Income, Equities, Bloomberg, Financial Risk, Securities, Options, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
BBA, Finance
Julie Barbatsuly's UBS Financial Services Experience August 2006 - December 2009
Job Team Administrator
Industry Financial Services
Experience
UBS Wealth Management January 2010 - Present
UBS Financial services August 2006 - December 2009
UBS Wealth Management November 2003 - August 2006
UBS Wealth Management March 2001 - November 2003
Education
Adelphi University 1979 — 1983
UBS Wealth Management January 2010 - Present
UBS Financial services August 2006 - December 2009
UBS Wealth Management November 2003 - August 2006
UBS Wealth Management March 2001 - November 2003
Education
Adelphi University 1979 — 1983
Bandish Chitre's UBS Financial Services Experience March 2005 - Present
Job Lead Associate
Industry Financial Services
Experience
UBS March 2005 - Present
UBS Financial Services March 2005 - Present
Union Bank of Switzerland 2005 - Present
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
MBA, Finance and Investments
City University of New York
UBS March 2005 - Present
UBS Financial Services March 2005 - Present
Union Bank of Switzerland 2005 - Present
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
MBA, Finance and Investments
City University of New York
Janice Ha's UBS Financial Services Experience March 2004 - April 2006
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase April 2006 - Present
UBS Financial Services March 2004 - April 2006
The Reserve Funds June 2003 - March 2004
Prudential Securities/Prudential Equity Group February 1998 - June 2003
Skills
Solaris, Enterprise Architecture, SQL, SDLC, Integration, Business Analysis, Unix Shell Scripting, Websphere, Weblogic, Java, Sybase, COBOL, Vendor Management, Trading Systems, Oracle, WebSphere Application..., IT Operations, IT Management, Spring, Linux, DB2, RSA SecurID, Oracle Identity Manager, FIX, Web Services, Photoshop, Illustrator, LDAP, Ping Federate, Tomcat, Apache, Red Hat Linux, Windows Server, IIS
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
CIS, Computer Information Systems
JPMorgan Chase April 2006 - Present
UBS Financial Services March 2004 - April 2006
The Reserve Funds June 2003 - March 2004
Prudential Securities/Prudential Equity Group February 1998 - June 2003
Skills
Solaris, Enterprise Architecture, SQL, SDLC, Integration, Business Analysis, Unix Shell Scripting, Websphere, Weblogic, Java, Sybase, COBOL, Vendor Management, Trading Systems, Oracle, WebSphere Application..., IT Operations, IT Management, Spring, Linux, DB2, RSA SecurID, Oracle Identity Manager, FIX, Web Services, Photoshop, Illustrator, LDAP, Ping Federate, Tomcat, Apache, Red Hat Linux, Windows Server, IIS
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
CIS, Computer Information Systems
Mary M. Leung's UBS Financial Services Experience July 1988 - Present
Job Associate Director, UBS
Industry Financial Services
Experience
UBS Wealth Management 2010 - Present
UBS Financial Services July 1988 - Present
PaineWebber July 1988 - January 1992
Credit Suisse First Boston October 1978 - December 1987
Education
Barnard College 1974 — 1978
BA, Computer Science
Columbia University in the City of New York 1974 — 1978
Hunter College High School 1968 — 1974
UBS Wealth Management 2010 - Present
UBS Financial Services July 1988 - Present
PaineWebber July 1988 - January 1992
Credit Suisse First Boston October 1978 - December 1987
Education
Barnard College 1974 — 1978
BA, Computer Science
Columbia University in the City of New York 1974 — 1978
Hunter College High School 1968 — 1974
Russell Kempf's UBS Financial Services Experience January 2014 - April 2015
Job Vice President, Operational Risk Management at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation April 2015 - Present
UBS Financial Services January 2014 - April 2015
UBS Financial Services October 2010 - December 2013
UBS Financial Services April 2009 - September 2010
UBS Wealth Management February 2006 - April 2009
UBS April 2005 - February 2006
UBS Investment Bank November 2001 - October 2004
UBS Wealth Management 2000 - 2001
UBS Wealth Management April 1999 - June 2000
UBS Wealth Management February 1997 - April 1999
Skills
Risk Management, Wealth Management, Securities, Fixed Income, Business Continuity, Operational Risk, SSAE16, SOX 404, Banking, Program Management, Operational Risk..., Outsourcing, Financial Services, Business Process..., Capital Markets, Equities, Finance, Financial Risk, Governance, Process Improvement, Due Diligence, Business Analysis, Management, Strategy
Education
Baruch College, City University of New York (CUNY) 1999 — 2000
MS, Finance
Fordham University 1990 — 1993
BA, History & Political Science
The Depository Trust & Clearing Corporation April 2015 - Present
UBS Financial Services January 2014 - April 2015
UBS Financial Services October 2010 - December 2013
UBS Financial Services April 2009 - September 2010
UBS Wealth Management February 2006 - April 2009
UBS April 2005 - February 2006
UBS Investment Bank November 2001 - October 2004
UBS Wealth Management 2000 - 2001
UBS Wealth Management April 1999 - June 2000
UBS Wealth Management February 1997 - April 1999
Skills
Risk Management, Wealth Management, Securities, Fixed Income, Business Continuity, Operational Risk, SSAE16, SOX 404, Banking, Program Management, Operational Risk..., Outsourcing, Financial Services, Business Process..., Capital Markets, Equities, Finance, Financial Risk, Governance, Process Improvement, Due Diligence, Business Analysis, Management, Strategy
Education
Baruch College, City University of New York (CUNY) 1999 — 2000
MS, Finance
Fordham University 1990 — 1993
BA, History & Political Science
Rob Rothman's UBS Financial Services Experience February 2009 - Present
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services February 2009 - Present
Bernstein Global Wealth Management November 1985 - February 2009
AllianceBernstein November 1985 - February 2009
Sanford C. Bernstein & Co., Inc. 1985 - 2009
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
Master of Business Administration (MBA), Marketing
American University 1982 — 1985
J.D., Law
University at Albany, SUNY 1978 — 1982
B.S., Business Administration
UBS Financial Services February 2009 - Present
Bernstein Global Wealth Management November 1985 - February 2009
AllianceBernstein November 1985 - February 2009
Sanford C. Bernstein & Co., Inc. 1985 - 2009
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
Master of Business Administration (MBA), Marketing
American University 1982 — 1985
J.D., Law
University at Albany, SUNY 1978 — 1982
B.S., Business Administration
Carmen Bagut's UBS Financial Services Experience
Job Assistant Vice President / Lead Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services
Education
Baruch College, City University of New York (CUNY) 1983 — 1988
UBS Financial Services
Education
Baruch College, City University of New York (CUNY) 1983 — 1988
Steve Egbert's UBS Financial Services Experience March 2003 - Present
Job Senior VicePresident at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services March 2003 - Present
Education
Bates College 1961 — 1965
UBS Financial Services March 2003 - Present
Education
Bates College 1961 — 1965
Peter Cao, CFA's UBS Financial Services Experience November 2006 - November 2007
Job Associate Credit Portfolio Management
Industry Capital Markets
Experience
BNP Paribas March 2012 - Present
BNP Paribas July 2009 - March 2012
BNP Paribas November 2007 - July 2009
UBS Financial Services November 2006 - November 2007
Skills
Derivatives, Fixed Income, Portfolio Management, Credit Analysis, Capital Markets, Trading, ETFs, Financial Structuring, Hedging, Investments, Equities, Finance, Hedge Funds, Loans, Credit, Structured Finance, CDS, Credit Risk
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance & Investment
BNP Paribas March 2012 - Present
BNP Paribas July 2009 - March 2012
BNP Paribas November 2007 - July 2009
UBS Financial Services November 2006 - November 2007
Skills
Derivatives, Fixed Income, Portfolio Management, Credit Analysis, Capital Markets, Trading, ETFs, Financial Structuring, Hedging, Investments, Equities, Finance, Hedge Funds, Loans, Credit, Structured Finance, CDS, Credit Risk
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance & Investment
Julie Schap's UBS Financial Services Experience July 2006 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services July 2006 - Present
Education
Avila University 1966 — 1970
UBS Financial Services July 2006 - Present
Education
Avila University 1966 — 1970
Irina Markovsky's UBS Financial Services Experience 2000 - Present
Job Associate Manager at UBS
Industry Financial Services
Experience
UBS Wealth Management 2000 - Present
UBS Financial Services 2000 - Present
UBS April 1995 - Present
Skills
Portfolio Management, Fixed Income, Trading Systems, Risk Management, Equities, Business Analysis, Series 7, Requirements Analysis, Financial Analysis, Derivatives, Wealth Management, SDLC, Securities, Vendor Management, Business Requirements, Financial Services, Options, Management, Capital Markets, Project Management, Project Portfolio...
Education
Odes'kij Nacional'nij Mors'kij Universitet 1978 — 1983
Master
UBS Wealth Management 2000 - Present
UBS Financial Services 2000 - Present
UBS April 1995 - Present
Skills
Portfolio Management, Fixed Income, Trading Systems, Risk Management, Equities, Business Analysis, Series 7, Requirements Analysis, Financial Analysis, Derivatives, Wealth Management, SDLC, Securities, Vendor Management, Business Requirements, Financial Services, Options, Management, Capital Markets, Project Management, Project Portfolio...
Education
Odes'kij Nacional'nij Mors'kij Universitet 1978 — 1983
Master
Debjani Bose's UBS Financial Services Experience August 2003 - June 2005
Job MBA student at Arizona State University, W. P. Carey School of Business
Industry Financial Services
Experience
UBS Financial Services August 2003 - June 2005
Legg Mason 2001 - 2003
Merrill Lynch February 1997 - December 1999
Education
Arizona State University - W. P. Carey School of Business 2007 — 2008
MBA
University of Arizona 1992 — 1995
BS, Molecular and Cellular Biology
UBS Financial Services August 2003 - June 2005
Legg Mason 2001 - 2003
Merrill Lynch February 1997 - December 1999
Education
Arizona State University - W. P. Carey School of Business 2007 — 2008
MBA
University of Arizona 1992 — 1995
BS, Molecular and Cellular Biology
Lyudmila Sapozhnikov's UBS Financial Services Experience August 2008 - May 2009
Job Overbrook Management Corp.
Industry Financial Services
Experience
Overbrook Management May 2009 - Present
UBS Financial Services August 2008 - May 2009
MB Investment Partners March 1998 - July 2008
Rosenblum-Silverman-Sutton August 1992 - February 1998
Education
City University of New York-Baruch College 1983 — 1997
Bachelor of Science (BS), Accounting
Overbrook Management May 2009 - Present
UBS Financial Services August 2008 - May 2009
MB Investment Partners March 1998 - July 2008
Rosenblum-Silverman-Sutton August 1992 - February 1998
Education
City University of New York-Baruch College 1983 — 1997
Bachelor of Science (BS), Accounting
Henry Grinberg's UBS Financial Services Experience October 2002 - May 2009
Job Senior Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2009 - Present
UBS Financial Services October 2002 - May 2009
GreenMountain Aggressive Growth Fund 1995 - 2000
Skills
Wealth Managent, Wealth..., Investments, Wealth Management, Estate Planning, Financial Advisory, Investment Advisory, Portfolio Management, Retirement Planning, Wealth, Asset Managment, Strategic Financial..., Management, Insurance, Securities, Asset Management, Series 7, Mutual Funds, Finance, Fixed Income, Alternative Investments, Equities
Education
Gomel'ski Dzjaržauny Universitet imja Franciska Skarany 1971 — 1976
MS in Math, Mathematics
Morgan Stanley Wealth Management May 2009 - Present
UBS Financial Services October 2002 - May 2009
GreenMountain Aggressive Growth Fund 1995 - 2000
Skills
Wealth Managent, Wealth..., Investments, Wealth Management, Estate Planning, Financial Advisory, Investment Advisory, Portfolio Management, Retirement Planning, Wealth, Asset Managment, Strategic Financial..., Management, Insurance, Securities, Asset Management, Series 7, Mutual Funds, Finance, Fixed Income, Alternative Investments, Equities
Education
Gomel'ski Dzjaržauny Universitet imja Franciska Skarany 1971 — 1976
MS in Math, Mathematics
Laurie Gottlieb's UBS Financial Services Experience September 2004 - May 2014
Job President & Founder at LG Wealth Management LLC
Industry Financial Services
Experience
LG Wealth Management LLC May 2014 - Present
UBS Financial Services September 2004 - May 2014
Bank of America August 1995 - September 2004
Skills
Wealth Management, Pre IPO & M&A Strategies, Asset Allocation, Investment Advisory, Strategic Financial..., Financial Analysis &..., Investments, Securities, Financial Analysis, Fundraising, Research, Financial Modeling, Mutual Funds, Financial Advisory, Financial Planning, Entrepreneurship, Public Speaking
Education
Harvard Business School 1993 — 1995
Master of Business Administration (MBA)
Barnard College 1985 — 1989
Bachelor of Arts (BA)
LG Wealth Management LLC May 2014 - Present
UBS Financial Services September 2004 - May 2014
Bank of America August 1995 - September 2004
Skills
Wealth Management, Pre IPO & M&A Strategies, Asset Allocation, Investment Advisory, Strategic Financial..., Financial Analysis &..., Investments, Securities, Financial Analysis, Fundraising, Research, Financial Modeling, Mutual Funds, Financial Advisory, Financial Planning, Entrepreneurship, Public Speaking
Education
Harvard Business School 1993 — 1995
Master of Business Administration (MBA)
Barnard College 1985 — 1989
Bachelor of Arts (BA)
Kristen Liolios's UBS Financial Services Experience 2007 - 2009
Job Billing Manager at New England Medical Billing
Industry Financial Services
Experience
New England Medical Billing September 2013 - Present
New England Medical Billing November 2009 - September 2013
UBS Financial Services 2007 - 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Leadership, Process Improvement, Outlook, Marketing, Strategic Planning
Education
Babson College 2000 — 2004
New England Medical Billing September 2013 - Present
New England Medical Billing November 2009 - September 2013
UBS Financial Services 2007 - 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Leadership, Process Improvement, Outlook, Marketing, Strategic Planning
Education
Babson College 2000 — 2004
Jonathan Jones's UBS Financial Services Experience October 2005 - May 2006
Job MBA Candidate, Darden School of Business at the University of Virginia
Industry Financial Services
Experience
Evercore June 2015 - August 2015
Jones Renovation Company (Family-Owned Venture) 2013 - 2014
Morgan Stanley 2012 - 2013
Prudential Financial - Investments Division 2011 - 2012
Prudential Financial - Retirement Division 2008 - 2011
Prudential Financial - Retirement Division 2006 - 2007
UBS Financial Services October 2005 - May 2006
Skills
Financial Services, Mergers, Research, Pricing, Valuation, Financial Modeling, Investments, Bloomberg, Asset Managment, Corporate Finance, Financial Analysis, Portfolio Management, Equities, Due Diligence, Finance, Capital Markets, Fixed Income, Mutual Funds, Financial Reporting, Entrepreneurship, Asset Management, Market Research
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (MBA)
Babson College 2002 — 2006
Bachelor of Science, Business Management (Focus in Entrepreneurship, Finance & Marketing)
CFA Institute
Passed Level 1
Evercore June 2015 - August 2015
Jones Renovation Company (Family-Owned Venture) 2013 - 2014
Morgan Stanley 2012 - 2013
Prudential Financial - Investments Division 2011 - 2012
Prudential Financial - Retirement Division 2008 - 2011
Prudential Financial - Retirement Division 2006 - 2007
UBS Financial Services October 2005 - May 2006
Skills
Financial Services, Mergers, Research, Pricing, Valuation, Financial Modeling, Investments, Bloomberg, Asset Managment, Corporate Finance, Financial Analysis, Portfolio Management, Equities, Due Diligence, Finance, Capital Markets, Fixed Income, Mutual Funds, Financial Reporting, Entrepreneurship, Asset Management, Market Research
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (MBA)
Babson College 2002 — 2006
Bachelor of Science, Business Management (Focus in Entrepreneurship, Finance & Marketing)
CFA Institute
Passed Level 1
Beth Punzi's UBS Financial Services Experience 2008 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services 2008 - Present
Big Brothers Big Sisters of Monmouth County March 2006 - April 2008
Education
Baruch College, City University of New York (CUNY) 1993 — 1995
Master's, Public Adminstration
Haverford College 1982 — 1986
Bachelors, Political Science
UBS Financial Services 2008 - Present
Big Brothers Big Sisters of Monmouth County March 2006 - April 2008
Education
Baruch College, City University of New York (CUNY) 1993 — 1995
Master's, Public Adminstration
Haverford College 1982 — 1986
Bachelors, Political Science
Peggy Stavinoha's UBS Financial Services Experience November 2005 - July 2009
Job Financial Advisor at Chase Investment Services
Industry Financial Services
Experience
Chase Investment Services Corp. August 2009 - Present
UBS Financial Services November 2005 - July 2009
Edward Jones June 2000 - November 2005
Education
The University of Texas at Austin - Red McCombs School of Business 1982 — 1984
BBA, computer information systems
Baylor University - Hankamer School of Business 1980 — 1982
Chase Investment Services Corp. August 2009 - Present
UBS Financial Services November 2005 - July 2009
Edward Jones June 2000 - November 2005
Education
The University of Texas at Austin - Red McCombs School of Business 1982 — 1984
BBA, computer information systems
Baylor University - Hankamer School of Business 1980 — 1982
Douglas Sanders's UBS Financial Services Experience May 2008 - Present
Job Senior Vice PresidentWealth Management UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services May 2008 - Present
Deutsche Bank Alex Brown September 1999 - May 2008
BT-Alex Brown October 1997 - September 1999
Alex Brown & Sons April 1983 - October 1997
Education
Babson College 1980 — 1982
MBA, Finance
Bentley University 1977 — 1979
BS
Bryant University 1975 — 1977
Finance
UBS Financial Services May 2008 - Present
Deutsche Bank Alex Brown September 1999 - May 2008
BT-Alex Brown October 1997 - September 1999
Alex Brown & Sons April 1983 - October 1997
Education
Babson College 1980 — 1982
MBA, Finance
Bentley University 1977 — 1979
BS
Bryant University 1975 — 1977
Finance
Luilly Andrade's UBS Financial Services Experience November 2008 - June 2010
Job Business Advisor NYS Small Business Development Center
Industry Consumer Services
Experience
NYS Small Business Development Center April 2013 - Present
Riverview Restaurant & Lounge October 2012 - February 2014
UBS AG June 2010 - May 2011
UBS Financial Services November 2008 - June 2010
UBS Financial Services June 2008 - November 2008
UBS Financial Services June 2007 - August 2007
UBS Financial Services June 2006 - August 2006
UBS Financial Services June 2005 - August 2005
UBS Financial Services June 2004 - August 2004
Monster 2001 - 2003
Skills
Project Management, MS Project, Microsoft Office, PeopleSoft, Employee Engagement, Volunteer Management, Corporate Social..., Entrepreneurship, Small Business, Leadership, Event Management, Strategic Planning, Fundraising, Program Management, Project Planning, Financial Services, Workshop Facilitation, Public Speaking, Market Research, Nonprofits, Policy, Customer Service, Research, Time Management, Inventory Management, Business Advisory, Payroll, Financial Analysis, Networking, Restaurant Management, Food & Beverage, Marketing Strategy, Investments, Management, Marketing, Strategy, Management Consulting, Leadership Development, Organizational..., Budgets, Business Strategy, Business Development, Event Planning, Finance, Training, Microsoft Excel, Start-ups, Executive Management, Social Networking
Education
Baruch College, City University of New York (CUNY) 2012 — 2012
Certificate Program, Project Management
Babson College 2004 — 2008
Bachleors of Science, Business Management
NYS Small Business Development Center April 2013 - Present
Riverview Restaurant & Lounge October 2012 - February 2014
UBS AG June 2010 - May 2011
UBS Financial Services November 2008 - June 2010
UBS Financial Services June 2008 - November 2008
UBS Financial Services June 2007 - August 2007
UBS Financial Services June 2006 - August 2006
UBS Financial Services June 2005 - August 2005
UBS Financial Services June 2004 - August 2004
Monster 2001 - 2003
Skills
Project Management, MS Project, Microsoft Office, PeopleSoft, Employee Engagement, Volunteer Management, Corporate Social..., Entrepreneurship, Small Business, Leadership, Event Management, Strategic Planning, Fundraising, Program Management, Project Planning, Financial Services, Workshop Facilitation, Public Speaking, Market Research, Nonprofits, Policy, Customer Service, Research, Time Management, Inventory Management, Business Advisory, Payroll, Financial Analysis, Networking, Restaurant Management, Food & Beverage, Marketing Strategy, Investments, Management, Marketing, Strategy, Management Consulting, Leadership Development, Organizational..., Budgets, Business Strategy, Business Development, Event Planning, Finance, Training, Microsoft Excel, Start-ups, Executive Management, Social Networking
Education
Baruch College, City University of New York (CUNY) 2012 — 2012
Certificate Program, Project Management
Babson College 2004 — 2008
Bachleors of Science, Business Management
Helen Andreoli's UBS Financial Services Experience November 2011 - Present
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2011 - Present
Merrill Lynch March 2006 - November 2011
Morgan Stanley June 2000 - March 2006
Skills
Investments, Finance, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Securities
Education
University of Maine 1998 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
Bates College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
UBS Financial Services November 2011 - Present
Merrill Lynch March 2006 - November 2011
Morgan Stanley June 2000 - March 2006
Skills
Investments, Finance, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Securities
Education
University of Maine 1998 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
Bates College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
FRANK G. KALE, CRPC's UBS Financial Services Experience 2008 - Present
Job FIRST VICE PRESIDENTINVESTMENTS at UBS FINANCIAL INC
Industry Financial Services
Experience
UBS Financial Services 2008 - Present
Morgan Stanley Smith Barney 1995 - 2008
Dean Witter 1980 - 1995
Merrill Lynch 1976 - 1980
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Finance, Securities, Wealth Management, Portfolio Management
Education
Boston University - School of Management 1972 — 1974
BSBA, Business
United States Naval Academy 1969 — 1973
Babson College - Franklin W. Olin Graduate School of Business
College for Financial Planning
University of Pennsylvania - The Wharton School
UBS Financial Services 2008 - Present
Morgan Stanley Smith Barney 1995 - 2008
Dean Witter 1980 - 1995
Merrill Lynch 1976 - 1980
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Finance, Securities, Wealth Management, Portfolio Management
Education
Boston University - School of Management 1972 — 1974
BSBA, Business
United States Naval Academy 1969 — 1973
Babson College - Franklin W. Olin Graduate School of Business
College for Financial Planning
University of Pennsylvania - The Wharton School
Michael Goss's UBS Financial Services Experience October 1994 - April 2006
Job Executive Vice President at Fiduciary Investment Advisors LLC
Industry Investment Management
Experience
Fiduciary Investment Advisors, LLC April 2006 - Present
UBS Financial Services October 1994 - April 2006
UBS Wealth Management 1994 - 2006
Skills
Asset Allocation, Defined Contribution, Mutual Funds, Defined Benefit, Investments, 401k, Asset Management, Retirement, Endowments, Fiduciary, Retirement Planning, Equities, Portfolio Management, Bloomberg, Pensions, Series 7, Series 63, Alternative Investments, Financial Modeling, Financial Analysis
Education
Babson College
MBA
Boston College 1988 — 1992
BA
Portsmouth Abbey School 1984 — 1988
Fiduciary Investment Advisors, LLC April 2006 - Present
UBS Financial Services October 1994 - April 2006
UBS Wealth Management 1994 - 2006
Skills
Asset Allocation, Defined Contribution, Mutual Funds, Defined Benefit, Investments, 401k, Asset Management, Retirement, Endowments, Fiduciary, Retirement Planning, Equities, Portfolio Management, Bloomberg, Pensions, Series 7, Series 63, Alternative Investments, Financial Modeling, Financial Analysis
Education
Babson College
MBA
Boston College 1988 — 1992
BA
Portsmouth Abbey School 1984 — 1988
Joseph Guth's UBS Financial Services Experience December 2006 - June 2010
Job Manager, International Settlement
Industry Financial Services
Experience
UBS Financial Services December 2006 - June 2010
ADP Clearing & Outsourcing December 1995 - June 2005
Nomura Securities January 1986 - September 1995
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
MBA, Management
UBS Financial Services December 2006 - June 2010
ADP Clearing & Outsourcing December 1995 - June 2005
Nomura Securities January 1986 - September 1995
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
MBA, Management
Scott St.Clair's UBS Financial Services Experience January 2005 - August 2006
Job Financial Services Professional
Industry Financial Services
Experience
National City October 2007 - October 2008
Merrill Lynch August 2006 - October 2007
UBS FINANCIAL SERVICES January 2005 - August 2006
METLIFE_RESOURCES July 2003 - December 2004
Health First July 2003 - December 2004
MetLife Financial Services January 2002 - July 2003
Waddell & Reed Financial Services January 2001 - January 2002
Fidelity Capital Markets January 2000 - June 2001
Morgan Stanley June 1986 - January 2000
Morgan Stanley January 1989 - January 1991
Education
Adelphi University
B.S., Management & Communications
Indian River State College
A.S., Paralegal Studies
National City October 2007 - October 2008
Merrill Lynch August 2006 - October 2007
UBS FINANCIAL SERVICES January 2005 - August 2006
METLIFE_RESOURCES July 2003 - December 2004
Health First July 2003 - December 2004
MetLife Financial Services January 2002 - July 2003
Waddell & Reed Financial Services January 2001 - January 2002
Fidelity Capital Markets January 2000 - June 2001
Morgan Stanley June 1986 - January 2000
Morgan Stanley January 1989 - January 1991
Education
Adelphi University
B.S., Management & Communications
Indian River State College
A.S., Paralegal Studies
Laura Dann's UBS Financial Services Experience August 2011 - May 2015
Job Data Base/Data Analyst Professional
Industry Financial Services
Experience
UBS Financial Services August 2011 - May 2015
UBS Financial Services (Formerly PaineWebber) January 1996 - August 2011
Skills
Database Design, Database Administration, Stored procedures, SQL tuning, Data Modeling, Data Analysis, Performance tuning, DB2 z/OS, IBM Mainframe, SQL, DB2, Databases, JCL, Mainframe, Performance Tuning, Production Support, Requirements Analysis, SQL Tuning, Stored Procedures, Analysis, CICS, ETL, Business Analysis, IMS DB/DC, Requirements Gathering, Data Warehousing, SDLC, Software Development, COBOL, IT Strategy, Systems Analysis, Software Project...
Education
Baruch College
Master of Business Administration (M.B.A.), Computer Methodologies
University of Michigan
Master of Music, Musicology and Ethnomusicology
University of Wisconsin-Madison
Bachelor of Arts (B.A.), Music
UBS Financial Services August 2011 - May 2015
UBS Financial Services (Formerly PaineWebber) January 1996 - August 2011
Skills
Database Design, Database Administration, Stored procedures, SQL tuning, Data Modeling, Data Analysis, Performance tuning, DB2 z/OS, IBM Mainframe, SQL, DB2, Databases, JCL, Mainframe, Performance Tuning, Production Support, Requirements Analysis, SQL Tuning, Stored Procedures, Analysis, CICS, ETL, Business Analysis, IMS DB/DC, Requirements Gathering, Data Warehousing, SDLC, Software Development, COBOL, IT Strategy, Systems Analysis, Software Project...
Education
Baruch College
Master of Business Administration (M.B.A.), Computer Methodologies
University of Michigan
Master of Music, Musicology and Ethnomusicology
University of Wisconsin-Madison
Bachelor of Arts (B.A.), Music
Jose Barraza's UBS Financial Services Experience February 2011 - April 2011
Job Internal Auditor, MTA HQ
Industry Accounting
Experience
State of NY Metropolitan Transportation Authority June 2013 - September 2015
NYC Health and Hospitals Corporation January 2013 - June 2013
Mason Technologies Inc August 2012 - February 2013
Full Security Inc July 2009 - August 2012
UBS Financial Services February 2011 - April 2011
Merrill Lynch Wealth Management June 2008 - August 2008
Skills
Accounting, Accounts Receivable, Payroll, Due Diligence, Finance, Equity Research, Financial Analysis, Bookkeeping, Auditing, QuickBooks
Education
Queens College 2012 — 2013
Bachelor's degree, Accounting
City University of New York-Baruch College 2009 — 2011
Bachelors, Corporate Communications / Psychology
Nassau Community College 2005 — 2008
AS, Business Administration
State of NY Metropolitan Transportation Authority June 2013 - September 2015
NYC Health and Hospitals Corporation January 2013 - June 2013
Mason Technologies Inc August 2012 - February 2013
Full Security Inc July 2009 - August 2012
UBS Financial Services February 2011 - April 2011
Merrill Lynch Wealth Management June 2008 - August 2008
Skills
Accounting, Accounts Receivable, Payroll, Due Diligence, Finance, Equity Research, Financial Analysis, Bookkeeping, Auditing, QuickBooks
Education
Queens College 2012 — 2013
Bachelor's degree, Accounting
City University of New York-Baruch College 2009 — 2011
Bachelors, Corporate Communications / Psychology
Nassau Community College 2005 — 2008
AS, Business Administration
Alex Smith, CFP®, CIMA®'s UBS Financial Services Experience 1999 - Present
Job UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services 1999 - Present
Oppenheimer & Co. 1996 - 1999
Skills
Investments, Equities, Capital Markets, Fixed Income, Asset Management, Series 7, Alternative Investments, Hedge Funds, Bloomberg, Financial Services
Education
Adelphi University 1990 — 1994
BBA, Finance
UBS Financial Services 1999 - Present
Oppenheimer & Co. 1996 - 1999
Skills
Investments, Equities, Capital Markets, Fixed Income, Asset Management, Series 7, Alternative Investments, Hedge Funds, Bloomberg, Financial Services
Education
Adelphi University 1990 — 1994
BBA, Finance
Liz Wang's UBS Financial Services Experience September 2008 - June 2010
Job Director at UBS AG
Industry Financial Services
Experience
UBS Investment Bank March 2013 - Present
UBS Investment Bank July 2010 - March 2013
UBS financial services September 2008 - June 2010
Needham & Company March 2005 - June 2008
Morgan Stanley Smith Barney December 1999 - March 2005
Skills
Capital Markets, Hedge Funds, Fixed Income, Series 7, Equities, Bloomberg, Derivatives, Equity Derivatives, Equity Research, Investment Banking, Electronic Trading, Financial Analysis, Investments, Financial Modeling, Management, Prime Brokerage, Trading, Trading Systems, Valuation
Education
Baruch College
UBS Investment Bank March 2013 - Present
UBS Investment Bank July 2010 - March 2013
UBS financial services September 2008 - June 2010
Needham & Company March 2005 - June 2008
Morgan Stanley Smith Barney December 1999 - March 2005
Skills
Capital Markets, Hedge Funds, Fixed Income, Series 7, Equities, Bloomberg, Derivatives, Equity Derivatives, Equity Research, Investment Banking, Electronic Trading, Financial Analysis, Investments, Financial Modeling, Management, Prime Brokerage, Trading, Trading Systems, Valuation
Education
Baruch College
Jared Sloves's UBS Financial Services Experience 1999 - 2005
Job Reverse Mortgage Professional at American Advisors Group
Industry Banking
Experience
American Advisors Group (AAG Reverse Mortgage) April 2014 - Present
Associated Mortgage Bankers February 2012 - April 2014
Guardian First Funding/Urban Financial Group September 2009 - February 2012
Senior Lending Network March 2006 - August 2009
UBS Financial Services 1999 - 2005
Education
Adelphi University 2003 — 2005
MBA, Management
Binghamton University - School of Management 1995 — 1999
BA, Finance
American Advisors Group (AAG Reverse Mortgage) April 2014 - Present
Associated Mortgage Bankers February 2012 - April 2014
Guardian First Funding/Urban Financial Group September 2009 - February 2012
Senior Lending Network March 2006 - August 2009
UBS Financial Services 1999 - 2005
Education
Adelphi University 2003 — 2005
MBA, Management
Binghamton University - School of Management 1995 — 1999
BA, Finance
Shady Wahba's UBS Financial Services Experience March 2008 - May 2009
Job IT Operations Manager at Baublebar Inc
Industry Retail
Experience
BaubleBar Inc. November 2014 - Present
NET-A-PORTER.COM January 2011 - December 2014
Urban Brands, Inc, Ashley Stewart December 2009 - January 2011
UBS Financial Services March 2008 - May 2009
1 Click Tech January 2005 - March 2008
UNISYS November 2003 - January 2005
Skills
System Administration, Active Directory, Servers, Hardware, Troubleshooting, Microsoft Exchange, Software Installation, ITIL, DNS, Windows Server, DHCP, Windows 7, Operating Systems, Technical Support, TCP/IP, Group Policy, XP, Integration, Networking, Analysis, VMware, Network Administration, E-commerce, Outlook, Virtualization, Windows XP, Laptops, Blackberry Enterprise..., Customer Service, Microsoft Word, Microsoft Office
Education
Modern Science and Arts University 1998 — 2002
Bachelors, Computer Science
BaubleBar Inc. November 2014 - Present
NET-A-PORTER.COM January 2011 - December 2014
Urban Brands, Inc, Ashley Stewart December 2009 - January 2011
UBS Financial Services March 2008 - May 2009
1 Click Tech January 2005 - March 2008
UNISYS November 2003 - January 2005
Skills
System Administration, Active Directory, Servers, Hardware, Troubleshooting, Microsoft Exchange, Software Installation, ITIL, DNS, Windows Server, DHCP, Windows 7, Operating Systems, Technical Support, TCP/IP, Group Policy, XP, Integration, Networking, Analysis, VMware, Network Administration, E-commerce, Outlook, Virtualization, Windows XP, Laptops, Blackberry Enterprise..., Customer Service, Microsoft Word, Microsoft Office
Education
Modern Science and Arts University 1998 — 2002
Bachelors, Computer Science
Lynda Rettig's UBS Financial Services Experience June 2009 - June 2012
Job Charlotte Complex Control Officer at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. June 2012 - Present
UBS Financial Services June 2009 - June 2012
UBS Financial Services Inc. February 1998 - June 2009
Education
Adelphi University
Bachelor of Applied Science (B.A.Sc.), Education
UBS Financial Services Inc. June 2012 - Present
UBS Financial Services June 2009 - June 2012
UBS Financial Services Inc. February 1998 - June 2009
Education
Adelphi University
Bachelor of Applied Science (B.A.Sc.), Education
Wendy Lew's UBS Financial Services Experience January 2013 - Present
Job Wealth Management Intern at UBS
Industry Financial Services
Experience
UBS Financial Services January 2013 - Present
Relay For Life of Greater Heights September 2012 - Present
Dr. Robert C. Knapp July 2008 - Present
Weissman Center for International Business at Baruch College January 2012 - March 2013
Merrill Lynch Global Wealth & Investment Management June 2012 - August 2012
MHK Sculpture Inc July 2008 - August 2012
Lenox Hill Hospital July 2007 - August 2007
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Investment
UBS Financial Services January 2013 - Present
Relay For Life of Greater Heights September 2012 - Present
Dr. Robert C. Knapp July 2008 - Present
Weissman Center for International Business at Baruch College January 2012 - March 2013
Merrill Lynch Global Wealth & Investment Management June 2012 - August 2012
MHK Sculpture Inc July 2008 - August 2012
Lenox Hill Hospital July 2007 - August 2007
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Investment
Wendy Susich's UBS Financial Services Experience June 1999 - December 2001
Job Office Manager at Adams 12 Five Star Schools
Industry Primary/Secondary Education
Experience
Adams 12 Five Star Schools June 2014 - Present
Adams 12 Five Star Schools July 2012 - June 2014
Adams 12 Five Star Schools April 2008 - May 2012
ASAP Autoglass LLC December 1997 - December 2010
UBS Financial Services June 1999 - December 2001
Skills
Microsoft Office, Budgets, Customer Service, Community Outreach, Staff Development, Microsoft Excel, Educational Leadership, Microsoft Word, Training, Team Building, Project Management
Education
Arapahoe Community College
Front Range Community College
Adams 12 Five Star Schools June 2014 - Present
Adams 12 Five Star Schools July 2012 - June 2014
Adams 12 Five Star Schools April 2008 - May 2012
ASAP Autoglass LLC December 1997 - December 2010
UBS Financial Services June 1999 - December 2001
Skills
Microsoft Office, Budgets, Customer Service, Community Outreach, Staff Development, Microsoft Excel, Educational Leadership, Microsoft Word, Training, Team Building, Project Management
Education
Arapahoe Community College
Front Range Community College
Elizabeth Valerio's UBS Financial Services Experience August 2008 - Present
Job Registered Sales Assistant at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services August 2008 - Present
Education
Adelphi University 2001 — 2003
MBA, Finance
UBS Financial Services August 2008 - Present
Education
Adelphi University 2001 — 2003
MBA, Finance
Barry Ferziger's UBS Financial Services Experience June 2010 - August 2010
Job Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey July 2015 - Present
CBIZ January 2014 - July 2015
Marks Paneth & Shron LLP September 2012 - December 2013
BKO Corp July 2009 - September 2012
UBS Financial Services June 2010 - August 2010
CPA Firm January 2010 - May 2010
Skills
Accounting, Financial Reporting, Cash Flow, Budgeting, Tax, Quickbooks, Problem Solving, Excel, Financial Analysis
Education
Baruch College 2011 — 2013
MS, Accountancy
Fairleigh Dickinson University 2008 — 2011
BA, Business Administration
McGladrey July 2015 - Present
CBIZ January 2014 - July 2015
Marks Paneth & Shron LLP September 2012 - December 2013
BKO Corp July 2009 - September 2012
UBS Financial Services June 2010 - August 2010
CPA Firm January 2010 - May 2010
Skills
Accounting, Financial Reporting, Cash Flow, Budgeting, Tax, Quickbooks, Problem Solving, Excel, Financial Analysis
Education
Baruch College 2011 — 2013
MS, Accountancy
Fairleigh Dickinson University 2008 — 2011
BA, Business Administration
Maureen Gray's UBS Financial Services Experience April 2012 - Present
Job Sr. Wealth strategist at UBS
Industry Financial Services
Experience
UBS Financial Services April 2012 - Present
Bancroft School Worcester September 1970 - May 1990
Skills
Foreign Languages, Financial Planning, copy editing
Education
Assumption College 1965 — 1967
Master of Arts, French/Education
Mercyhurst College 1961 — 1965
Bachelor of Arts, French/English
UBS Financial Services April 2012 - Present
Bancroft School Worcester September 1970 - May 1990
Skills
Foreign Languages, Financial Planning, copy editing
Education
Assumption College 1965 — 1967
Master of Arts, French/Education
Mercyhurst College 1961 — 1965
Bachelor of Arts, French/English
Trey Judy's UBS Financial Services Experience June 2003 - February 2007
Job Vice President at Xeron, Inc.
Industry Oil & Energy
Experience
Xeron, Inc. January 2011 - Present
Xeron, Inc. February 2007 - December 2010
UBS Financial Services June 2003 - February 2007
CMS Energy May 2000 - May 2003
Entergy Power Marketing December 1998 - May 2000
Skills
Risk Management, Financial Analysis, Valuation, Energy, Commodity Markets, Trading, Derivatives, Portfolio Management, Procurement, Commodity, Proprietary Trading, Natural Gas, Options, Hedging, Series 7, Energy Markets, Investments, Financial Modeling
Education
Baylor University 1995 — 1998
BBA
Xeron, Inc. January 2011 - Present
Xeron, Inc. February 2007 - December 2010
UBS Financial Services June 2003 - February 2007
CMS Energy May 2000 - May 2003
Entergy Power Marketing December 1998 - May 2000
Skills
Risk Management, Financial Analysis, Valuation, Energy, Commodity Markets, Trading, Derivatives, Portfolio Management, Procurement, Commodity, Proprietary Trading, Natural Gas, Options, Hedging, Series 7, Energy Markets, Investments, Financial Modeling
Education
Baylor University 1995 — 1998
BBA
herman james's UBS Financial Services Experience December 2009 - June 2012
Job
Industry Financial Services
Experience
UBS Financial Services December 2009 - June 2012
Fidelity Investments June 2006 - November 2008
UBS Financial Services September 2001 - June 2006
PAINEWEBBER INC February 1994 - August 2000
PAINEWEBBER INC February 1984 - January 1994
Skills
Finance, Financial Analysis, Microsoft Excel, Account Reconciliation, Analysis, Mutual Funds, Securities, Management, Investments, Trading, General Ledger, Bonds, Microsoft Office, Product Management
Education
American InterContinental University 2006 — 2009
AABA Degree, Business Administration
UBS Financial Services December 2009 - June 2012
Fidelity Investments June 2006 - November 2008
UBS Financial Services September 2001 - June 2006
PAINEWEBBER INC February 1994 - August 2000
PAINEWEBBER INC February 1984 - January 1994
Skills
Finance, Financial Analysis, Microsoft Excel, Account Reconciliation, Analysis, Mutual Funds, Securities, Management, Investments, Trading, General Ledger, Bonds, Microsoft Office, Product Management
Education
American InterContinental University 2006 — 2009
AABA Degree, Business Administration
Shawna Holliday's UBS Financial Services Experience 2009 - 2012
Job Accounting Professional
Industry Accounting
Experience
UBS Financial Services 2009 - 2012
UBS Financial Services 2009 - 2012
UBS Financial Services 2009 - 2012
Skills
Customer Service, Data Entry, Data Analysis, Clerical Skills, Microsoft Office, Budget, Records Management, Sales, Communication, Phone Screening, Switchboard Operator, Order Processing
Education
Everest College-LA Wilshire 2010 — 2011
Certification of completion, Medical/Clinical Assistant
Inglewood High School 2004 — 2008
High School Diploma, General Education
UBS Financial Services 2009 - 2012
UBS Financial Services 2009 - 2012
UBS Financial Services 2009 - 2012
Skills
Customer Service, Data Entry, Data Analysis, Clerical Skills, Microsoft Office, Budget, Records Management, Sales, Communication, Phone Screening, Switchboard Operator, Order Processing
Education
Everest College-LA Wilshire 2010 — 2011
Certification of completion, Medical/Clinical Assistant
Inglewood High School 2004 — 2008
High School Diploma, General Education
Andrew Murphey's UBS Financial Services Experience June 2002 - December 2004
Job
Industry Retail
Experience
Walgreens May 2013 - November 2014
Sport Chalet January 2012 - December 2012
Goodwill Industries January 2011 - December 2011
Wellness and Recovery Center North May 2010 - December 2010
Franchise Tax Board (FTB) October 2009 - April 2010
Mel Rapton Honda June 2008 - March 2009
St.Vincent de Paul July 2005 - April 2008
ETrade Financial, LLC October 2004 - June 2005
UBS Financial Services June 2002 - December 2004
CalPERS June 2001 - September 2001
Education
University of California 1999 — 2003
B.A, Economics, 3.00
University of California, San Diego 1999 — 2003
Bachelor's Degree, Economics, 3.00
Jesuit High School, Carmichael, CA 1995 — 1999
High School, College Preparatory, 4.00
42
High School Diploma
Walgreens May 2013 - November 2014
Sport Chalet January 2012 - December 2012
Goodwill Industries January 2011 - December 2011
Wellness and Recovery Center North May 2010 - December 2010
Franchise Tax Board (FTB) October 2009 - April 2010
Mel Rapton Honda June 2008 - March 2009
St.Vincent de Paul July 2005 - April 2008
ETrade Financial, LLC October 2004 - June 2005
UBS Financial Services June 2002 - December 2004
CalPERS June 2001 - September 2001
Education
University of California 1999 — 2003
B.A, Economics, 3.00
University of California, San Diego 1999 — 2003
Bachelor's Degree, Economics, 3.00
Jesuit High School, Carmichael, CA 1995 — 1999
High School, College Preparatory, 4.00
42
High School Diploma
Joshua M. Glass's UBS Financial Services Experience June 2003 - June 2007
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2007 - Present
UBS Financial Services June 2003 - June 2007
Skills
Customized Investment..., Retirement Planning, Annuities, Long Term Care Insurance, Corporate & Executive..., Alternative Investments, Financial Services, I can offer access to...
Education
University of Miami 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Campbell Hall High School 1994 — 1998
International University of Monaco
International Business & Finance
Wells Fargo Advisors, LLC June 2007 - Present
UBS Financial Services June 2003 - June 2007
Skills
Customized Investment..., Retirement Planning, Annuities, Long Term Care Insurance, Corporate & Executive..., Alternative Investments, Financial Services, I can offer access to...
Education
University of Miami 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Campbell Hall High School 1994 — 1998
International University of Monaco
International Business & Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS