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,
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UBS Financial Services Employees
Employee
Years
Job
Industry
Laura Tang Laura Tang's UBS Financial Services Experience January 2010 - June 2010
Job Customer Account Manager II Annie's Club & Small Format at General Mills
Industry Consumer Goods
Experience
General Mills April 2015 - Present
Annie's Inc. August 2014 - April 2015
Annie's Inc. December 2013 - July 2014
Annie's Inc. September 2013 - November 2013
Annie's Inc. March 2011 - August 2013
Annie's Inc. December 2010 - February 2011
MetLife Financial Services March 2010 - August 2010
UBS Financial Services January 2010 - June 2010
Skills
Marketing, Project Management, Social Media, New Business Development, Competitive Analysis, Advertising, Marketing Strategy, Sales, Social Media Marketing, Brand Management, Business Development, Market Research, Strategy, Account Management
Education
University of San Diego 2005 — 2009
BBA, Finance, Marketing
General Mills April 2015 - Present
Annie's Inc. August 2014 - April 2015
Annie's Inc. December 2013 - July 2014
Annie's Inc. September 2013 - November 2013
Annie's Inc. March 2011 - August 2013
Annie's Inc. December 2010 - February 2011
MetLife Financial Services March 2010 - August 2010
UBS Financial Services January 2010 - June 2010
Skills
Marketing, Project Management, Social Media, New Business Development, Competitive Analysis, Advertising, Marketing Strategy, Sales, Social Media Marketing, Brand Management, Business Development, Market Research, Strategy, Account Management
Education
University of San Diego 2005 — 2009
BBA, Finance, Marketing
Alex Signorile's UBS Financial Services Experience June 2012 - August 2012
Job Billing/AUM Analyst at Jennison Associates LLC
Industry Financial Services
Experience
Sony Music Entertainment May 2013 - August 2013
UBS Financial Services June 2012 - August 2012
University of Richmond September 2011 - December 2011
UBS Financial Services July 2011 - August 2011
Wells Fargo Private Mortgage Banking May 2010 - August 2010
AMC Networks, WE tv June 2009 - August 2009
Skills
Italian languages, Microsoft Excel, PowerPoint, MS Excel Pivot Tables, Outlook, MS Excel Models, Accounts Receivable
Education
University of Richmond - Robins School of Business 2009 — 2013
BSBA, Finance; Italian Studies
Scuola Palazzo Malvisi 2011 — 2011
Italian Studies
Chaminade High School 2005 — 2009
Sony Music Entertainment May 2013 - August 2013
UBS Financial Services June 2012 - August 2012
University of Richmond September 2011 - December 2011
UBS Financial Services July 2011 - August 2011
Wells Fargo Private Mortgage Banking May 2010 - August 2010
AMC Networks, WE tv June 2009 - August 2009
Skills
Italian languages, Microsoft Excel, PowerPoint, MS Excel Pivot Tables, Outlook, MS Excel Models, Accounts Receivable
Education
University of Richmond - Robins School of Business 2009 — 2013
BSBA, Finance; Italian Studies
Scuola Palazzo Malvisi 2011 — 2011
Italian Studies
Chaminade High School 2005 — 2009
Felicia Goldfine's UBS Financial Services Experience May 2009 - August 2009
Job Senior Financial Analyst at Time Inc.
Industry Financial Services
Experience
Time Inc. February 2014 - Present
MetLife July 2011 - February 2014
AXA Equitable June 2010 - June 2011
Global Spectrum (The Ryan Center) January 2010 - May 2010
UBS Financial Services May 2009 - August 2009
Atlantic Broadcasting Group May 2008 - August 2008
Atlantic City Municipal Utilities Authority July 2007 - August 2007
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Event Planning, Public Speaking, Series 7, Social Media, Microsoft Word, Customer Service, Data Analysis, Cognos, BI Publisher, Lotus Notes, Sametime, Ribs, Financial Reporting, Finance, GAAP, Time Management, Accounting
Education
University of Rhode Island 2006 — 2010
Bachelor of Science, Business Administration; Finance
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Science (B.S.), Finance
Mainland HS.
Time Inc. February 2014 - Present
MetLife July 2011 - February 2014
AXA Equitable June 2010 - June 2011
Global Spectrum (The Ryan Center) January 2010 - May 2010
UBS Financial Services May 2009 - August 2009
Atlantic Broadcasting Group May 2008 - August 2008
Atlantic City Municipal Utilities Authority July 2007 - August 2007
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Event Planning, Public Speaking, Series 7, Social Media, Microsoft Word, Customer Service, Data Analysis, Cognos, BI Publisher, Lotus Notes, Sametime, Ribs, Financial Reporting, Finance, GAAP, Time Management, Accounting
Education
University of Rhode Island 2006 — 2010
Bachelor of Science, Business Administration; Finance
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Science (B.S.), Finance
Mainland HS.
Jim Van Arsdale's UBS Financial Services Experience 2003 - 2008
Job Head , Banking and Lending Solutions, UBS AG NY
Industry Financial Services
Experience
UBS AG Wealth Management Americas September 2008 - Present
UBS Financial Services 2003 - 2008
Fleet Bank 1991 - 2003
Skills
Credit, Commercial Lending, Portfolio Management, Banking, Wealth Management, Loans, Investments, Credit Risk, Fixed Income, Credit Analysis, Mortgage Lending, Commercial Banking, Capital Markets, Risk Management, Financial Services, Private Banking, Equities, Bonds, Financial Risk, Asset Management, Relationship Management, Series 7, Series 63
Education
University of South Carolina - Darla Moore School of Business 1979 — 1983
BS, Finance
Riverside Military Academy - Gainesville, GA 1975 — 1979
UBS AG Wealth Management Americas September 2008 - Present
UBS Financial Services 2003 - 2008
Fleet Bank 1991 - 2003
Skills
Credit, Commercial Lending, Portfolio Management, Banking, Wealth Management, Loans, Investments, Credit Risk, Fixed Income, Credit Analysis, Mortgage Lending, Commercial Banking, Capital Markets, Risk Management, Financial Services, Private Banking, Equities, Bonds, Financial Risk, Asset Management, Relationship Management, Series 7, Series 63
Education
University of South Carolina - Darla Moore School of Business 1979 — 1983
BS, Finance
Riverside Military Academy - Gainesville, GA 1975 — 1979
Jamie Shim's UBS Financial Services Experience June 2010 - August 2010
Job Producer at Firstborn
Industry Internet
Experience
Havas Worldwide 2014 - April 2015
ROKKAN October 2011 - November 2013
Penn Student Design 2009 - 2011
The Walk Magazine 2009 - 2011
MUSE Consulting 2009 - 2011
UBS Financial Services June 2010 - August 2010
Macy's Merchandising Group June 2009 - August 2009
Skills
Product Management, User Experience, Web Applications, Mobile Applications, Web Development, Product Development, Digital Strategy, Marketing Strategy, Web Design, Social Media Marketing, Social Media, Digital Marketing, Brand Management, Google Analytics, Digital Media, Product Launch, Content Strategy
Education
University of Pennsylvania 2007 — 2011
B.A., Economics, Visual Studies
Havas Worldwide 2014 - April 2015
ROKKAN October 2011 - November 2013
Penn Student Design 2009 - 2011
The Walk Magazine 2009 - 2011
MUSE Consulting 2009 - 2011
UBS Financial Services June 2010 - August 2010
Macy's Merchandising Group June 2009 - August 2009
Skills
Product Management, User Experience, Web Applications, Mobile Applications, Web Development, Product Development, Digital Strategy, Marketing Strategy, Web Design, Social Media Marketing, Social Media, Digital Marketing, Brand Management, Google Analytics, Digital Media, Product Launch, Content Strategy
Education
University of Pennsylvania 2007 — 2011
B.A., Economics, Visual Studies
Charlotte White Charlotte White's UBS Financial Services Experience April 2013 - November 2014
Job Financial Analyst in Private Wealth Management at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs February 2015 - Present
UBS Financial Services April 2013 - November 2014
CL King & Associates May 2012 - August 2012
The Windmill Club May 2011 - August 2011
Education
University of Southern California 2011 — 2014
BA, Political Science, Minor in Economics
Bronxville High School 2007 — 2011
Goldman Sachs February 2015 - Present
UBS Financial Services April 2013 - November 2014
CL King & Associates May 2012 - August 2012
The Windmill Club May 2011 - August 2011
Education
University of Southern California 2011 — 2014
BA, Political Science, Minor in Economics
Bronxville High School 2007 — 2011
Evangelia Zouras Evangelia Zouras's UBS Financial Services Experience July 2011 - October 2013
Job Consultant/ Wealth Management Financial Advisor/ Sales & Trading/ Leadership and Innovation
Industry Financial Services
Experience
Self - Employed November 2013 - Present
UBS Financial Services July 2011 - October 2013
Hold Brothers, LLC December 2006 - July 2009
Madison Merchant Partners, LLC August 2003 - January 2005
Andover Brokerage July 2001 - November 2001
Spear, Leeds & Kellogg / Goldman Sachs November 1999 - June 2001
Spear, Leeds & Kellogg/ Goldman Sachs September 1997 - September 1999
Spear, Leeds & Kellogg/Goldman Sachs September 1996 - September 1997
Spear, Leeds & Kellogg/Goldman Sachs September 1994 - September 1996
Lexis/Nexis July 1991 - March 1994
Education
University of Pennsylvania
B.A.-Dual Degree, Pre-Med - Biology/Anthropology
University of Pennsylvania - The Wharton School
New Venture Initiation; Entrepreneurial management, 4.0
Self - Employed November 2013 - Present
UBS Financial Services July 2011 - October 2013
Hold Brothers, LLC December 2006 - July 2009
Madison Merchant Partners, LLC August 2003 - January 2005
Andover Brokerage July 2001 - November 2001
Spear, Leeds & Kellogg / Goldman Sachs November 1999 - June 2001
Spear, Leeds & Kellogg/ Goldman Sachs September 1997 - September 1999
Spear, Leeds & Kellogg/Goldman Sachs September 1996 - September 1997
Spear, Leeds & Kellogg/Goldman Sachs September 1994 - September 1996
Lexis/Nexis July 1991 - March 1994
Education
University of Pennsylvania
B.A.-Dual Degree, Pre-Med - Biology/Anthropology
University of Pennsylvania - The Wharton School
New Venture Initiation; Entrepreneurial management, 4.0
Charles Joseph Charles Joseph's UBS Financial Services Experience January 1998 - December 2003
Job Financial Advisor AWMA® CAP®
Industry Financial Services
Experience
Janney Montgomery Scott January 2004 - Present
UBS Financial Services January 1998 - December 2003
First Albany Corporation September 1992 - January 1998
Skills
Series 7, Philanthropy, Columnist, Strategic Financial..., Planned Giving, Wealth Management, Legacy Planning, Chartered Advisor in..., Estate Planning, 401k, Alternative Investments, Charities, Endowments, Asset Allocation, Finance, Financial Advisory, Financial Planning, Fixed Annuities, High Net Worth..., Investment Advisory, Investment Strategies, Investments, Mutual Funds, Non-profits, Nonprofits, Series 65, Plannning, Public Speaking, Retirement, Retirement Planning, Securities, Series 63, Strategic Planning, Wealth Management...
Education
American College
Daytona State College
University of Pennsylvania - The Wharton School
Wealth Management Certification Program
Janney Montgomery Scott January 2004 - Present
UBS Financial Services January 1998 - December 2003
First Albany Corporation September 1992 - January 1998
Skills
Series 7, Philanthropy, Columnist, Strategic Financial..., Planned Giving, Wealth Management, Legacy Planning, Chartered Advisor in..., Estate Planning, 401k, Alternative Investments, Charities, Endowments, Asset Allocation, Finance, Financial Advisory, Financial Planning, Fixed Annuities, High Net Worth..., Investment Advisory, Investment Strategies, Investments, Mutual Funds, Non-profits, Nonprofits, Series 65, Plannning, Public Speaking, Retirement, Retirement Planning, Securities, Series 63, Strategic Planning, Wealth Management...
Education
American College
Daytona State College
University of Pennsylvania - The Wharton School
Wealth Management Certification Program
Heather Vanderhoof Heather Vanderhoof's UBS Financial Services Experience 2002 - 2004
Job Head of Strategic Initiatives, OurCrowd
Industry Financial Services
Experience
Credit Suisse 2013 - 2014
Credit Suisse 2010 - 2013
Credit Suisse 2007 - 2010
Credit Suisse 2007 - 2007
UBS 2004 - 2007
UBS Financial Services 2002 - 2004
UBS 2000 - 2002
PaineWebber 1998 - 2000
Skills
Financial Modeling, Private Banking, Strategic Planning, Wealth Management..., Human Resources, Project Management, Business Solutions..., Business Strategy Design, Organizational..., People Development, Business Efficiency, Process Improvement, Compensation & Benefit, Talent Developer, Business Operations
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Yale University 1994 — 1998
BA, Economics; Ethics, Politics and Economics
Credit Suisse 2013 - 2014
Credit Suisse 2010 - 2013
Credit Suisse 2007 - 2010
Credit Suisse 2007 - 2007
UBS 2004 - 2007
UBS Financial Services 2002 - 2004
UBS 2000 - 2002
PaineWebber 1998 - 2000
Skills
Financial Modeling, Private Banking, Strategic Planning, Wealth Management..., Human Resources, Project Management, Business Solutions..., Business Strategy Design, Organizational..., People Development, Business Efficiency, Process Improvement, Compensation & Benefit, Talent Developer, Business Operations
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Yale University 1994 — 1998
BA, Economics; Ethics, Politics and Economics
Elena Callaway Elena Callaway's UBS Financial Services Experience June 2009 - July 2010
Job Senior Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors July 2012 - Present
Apple Inc May 2011 - August 2011
UBS Financial Services June 2009 - July 2010
Education
University of Southern California - Marshall School of Business 2008 — 2012
Bachelor of Science, Business Administration, Finance
University of Southern California 2008 — 2012
Bachelor of Arts, Spanish
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors July 2012 - Present
Apple Inc May 2011 - August 2011
UBS Financial Services June 2009 - July 2010
Education
University of Southern California - Marshall School of Business 2008 — 2012
Bachelor of Science, Business Administration, Finance
University of Southern California 2008 — 2012
Bachelor of Arts, Spanish
Hoffacker, Travis Hoffacker, Travis's UBS Financial Services Experience April 2006 - February 2008
Job Managing Partner
Industry Food & Beverages
Experience
Corazon y Miel January 2013 - Present
Cali Banh Mi 2011 - 2013
Metro Services February 2010 - March 2011
UBS Financial Services April 2006 - February 2008
Magnolia Audio Video 2004 - 2006
Skills
Management, Leadership, Vendor Management, Strategic Financial..., Inventory Management
Education
University of Puget Sound 2000 — 2004
Bachelor of Arts (BA), Business
Palo Alto High School 1996 — 2000
Corazon y Miel January 2013 - Present
Cali Banh Mi 2011 - 2013
Metro Services February 2010 - March 2011
UBS Financial Services April 2006 - February 2008
Magnolia Audio Video 2004 - 2006
Skills
Management, Leadership, Vendor Management, Strategic Financial..., Inventory Management
Education
University of Puget Sound 2000 — 2004
Bachelor of Arts (BA), Business
Palo Alto High School 1996 — 2000
Cynthia Krupo Cynthia Krupo's UBS Financial Services Experience Certified Financial PlannerMorgan StanleyMay 1988 - January 2009
Job Certified Financial Planner at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services Certified Financial PlannerMorgan StanleyMay 1988 - January 2009
Education
University of South Florida 1984 — 1990
Bachelor of Arts, General Business Administration
UBS Financial Services Certified Financial PlannerMorgan StanleyMay 1988 - January 2009
Education
University of South Florida 1984 — 1990
Bachelor of Arts, General Business Administration
Christopher Do Christopher Do's UBS Financial Services Experience March 2009 - Present
Job
Industry Financial Services
Experience
National Association of Asian American Professionals - San Francisco January 2010 - Present
UBS Financial Services March 2009 - Present
Junior Achievement of San Francisco July 2009 - Present
Asian Pacific Islander American Public Affairs Association April 2012 - Present
Beacon RCA 2010 - 2013
San Jose Repertory Theatre May 2007 - April 2009
Merrill Lynch November 2004 - March 2009
Ascend Professional Group 2007 - 2009
Bear Stearns September 2001 - November 2004
Societe Generale - Fimat 1997 - 1999
Education
University of Pennsylvania - The Wharton School
Dual Major: Finance & Management
University of Pennsylvania
Systems Engineering
National Association of Asian American Professionals - San Francisco January 2010 - Present
UBS Financial Services March 2009 - Present
Junior Achievement of San Francisco July 2009 - Present
Asian Pacific Islander American Public Affairs Association April 2012 - Present
Beacon RCA 2010 - 2013
San Jose Repertory Theatre May 2007 - April 2009
Merrill Lynch November 2004 - March 2009
Ascend Professional Group 2007 - 2009
Bear Stearns September 2001 - November 2004
Societe Generale - Fimat 1997 - 1999
Education
University of Pennsylvania - The Wharton School
Dual Major: Finance & Management
University of Pennsylvania
Systems Engineering
Ryan Coussens Ryan Coussens's UBS Financial Services Experience January 2013 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services January 2013 - Present
UBS Financial Services June 2002 - December 2012
Education
University of Oregon 2002 — 2006
Advertising
Glencoe High School
University of Oregon
UBS Financial Services January 2013 - Present
UBS Financial Services June 2002 - December 2012
Education
University of Oregon 2002 — 2006
Advertising
Glencoe High School
University of Oregon
Damon Magnes Vigiano, CFA Damon Magnes Vigiano, CFA's UBS Financial Services Experience August 2004 - April 2014
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
UBS Financial Services August 2004 - April 2014
Consultiva Internacional, Inc. 2001 - 2004
UAS Asset Management 1996 - 2001
Economatica 1993 - 1996
Iberagentes/Credit Lyonnais Securities 1992 - 1993
IDD Information Services/Extel Financial 1987 - 1992
Skills
Fluent Spanish, Portfolio Management, Alternative Investments, Investments, Equities, Equity Research, Asset Management, Series 7, Investment Strategies, Wealth Management, Investment Advisory, Financial Services, Due Diligence, Strategy, Analytics, Competitive Analysis, Series 63, Asset Allocation, Valuation, Mutual Funds, Investment Management, Equity Valuation, Hedge Funds, Securities, Fixed Income, Financial Analysis, Bloomberg, Capital Markets, Investment Banking, Derivatives, Financial Modeling, Asset Managment
Education
University of Pennsylvania
BS, Economics
J.P. Morgan February 2015 - Present
UBS Financial Services August 2004 - April 2014
Consultiva Internacional, Inc. 2001 - 2004
UAS Asset Management 1996 - 2001
Economatica 1993 - 1996
Iberagentes/Credit Lyonnais Securities 1992 - 1993
IDD Information Services/Extel Financial 1987 - 1992
Skills
Fluent Spanish, Portfolio Management, Alternative Investments, Investments, Equities, Equity Research, Asset Management, Series 7, Investment Strategies, Wealth Management, Investment Advisory, Financial Services, Due Diligence, Strategy, Analytics, Competitive Analysis, Series 63, Asset Allocation, Valuation, Mutual Funds, Investment Management, Equity Valuation, Hedge Funds, Securities, Fixed Income, Financial Analysis, Bloomberg, Capital Markets, Investment Banking, Derivatives, Financial Modeling, Asset Managment
Education
University of Pennsylvania
BS, Economics
Chris Blay's UBS Financial Services Experience July 2011 - Present
Job Client Service Associate at UBS Wealth Management
Industry Investment Management
Experience
UBS Financial Services July 2011 - Present
Victory Briefs June 2007 - August 2012
Integral Technology January 2004 - July 2011
DLK Investment Management January 2011 - June 2011
Loyola High School January 2008 - June 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Eviews, PHP, MySQL, Web Development, Team Leadership, Event Planning, Event Management, Microsoft Office, Research, Public Speaking, Customer Service
Education
University of San Diego 2007 — 2011
B.A. in Economics, Economics, Business Administration, Computer Science, Political Science
Loyola High School of Los Angeles 2003 — 2007
UBS Financial Services July 2011 - Present
Victory Briefs June 2007 - August 2012
Integral Technology January 2004 - July 2011
DLK Investment Management January 2011 - June 2011
Loyola High School January 2008 - June 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Eviews, PHP, MySQL, Web Development, Team Leadership, Event Planning, Event Management, Microsoft Office, Research, Public Speaking, Customer Service
Education
University of San Diego 2007 — 2011
B.A. in Economics, Economics, Business Administration, Computer Science, Political Science
Loyola High School of Los Angeles 2003 — 2007
Nick Lindholm Nick Lindholm's UBS Financial Services Experience May 2012 - July 2012
Job Healthcare Investment Banking Analyst at JMP Securities
Industry Investment Banking
Experience
JMP Securities LLC June 2014 - Present
PIMCO September 2012 - May 2014
UBS Financial Services May 2012 - July 2012
MVP Sports Group May 2011 - May 2012
University of Southern California August 2010 - May 2011
Skills
Microsoft Excel, Sales, PowerPoint, Microsoft Word, Microsoft Office, Financial Modeling, Financial Analysis, Research, Outlook, Valuation, Investments, Management, Asset Management
Education
University of Southern California 2008 — 2012
Bachelor's Degree, Business Administration, 3.7 GPA
JMP Securities LLC June 2014 - Present
PIMCO September 2012 - May 2014
UBS Financial Services May 2012 - July 2012
MVP Sports Group May 2011 - May 2012
University of Southern California August 2010 - May 2011
Skills
Microsoft Excel, Sales, PowerPoint, Microsoft Word, Microsoft Office, Financial Modeling, Financial Analysis, Research, Outlook, Valuation, Investments, Management, Asset Management
Education
University of Southern California 2008 — 2012
Bachelor's Degree, Business Administration, 3.7 GPA
Theresa Lamie's UBS Financial Services Experience June 2000 - August 2000
Job Business Risk Manager at Capital One
Industry Banking
Experience
Capital One Bank June 2013 - Present
Capital One Bank September 2010 - June 2013
Virginia Based Independent Broker-Dealer January 2010 - May 2010
UBS September 2009 - January 2010
UBS September 2007 - September 2009
UBS Wealth Management August 2000 - September 2007
UBS Financial Services June 2000 - August 2000
UBS Financial Services May 1994 - June 2000
Shearson Lehman Brothers 1989 - 1994
Skills
Compliance, Risk Management, Process Improvement, Strategic Planning, Coaching, SOX Compliancy, Regulatory Requirements, Internal Controls, Corporate Governance, Operational Risk..., SSAE 16, Capital Markets, Risk Assessment, Vendor Management, AML, Enterprise Risk..., Mitigation, Internal Audit, Quality Auditing, Control & Monitoring, Risk Mitigations, Sarbanes-Oxley Act, Governance, Analysis, Cross-functional Team..., Business Process, Management, Leadership
Education
University of Richmond 1985 — 1987
Business
J R Tucker High School 1981 — 1985
Capital One Bank June 2013 - Present
Capital One Bank September 2010 - June 2013
Virginia Based Independent Broker-Dealer January 2010 - May 2010
UBS September 2009 - January 2010
UBS September 2007 - September 2009
UBS Wealth Management August 2000 - September 2007
UBS Financial Services June 2000 - August 2000
UBS Financial Services May 1994 - June 2000
Shearson Lehman Brothers 1989 - 1994
Skills
Compliance, Risk Management, Process Improvement, Strategic Planning, Coaching, SOX Compliancy, Regulatory Requirements, Internal Controls, Corporate Governance, Operational Risk..., SSAE 16, Capital Markets, Risk Assessment, Vendor Management, AML, Enterprise Risk..., Mitigation, Internal Audit, Quality Auditing, Control & Monitoring, Risk Mitigations, Sarbanes-Oxley Act, Governance, Analysis, Cross-functional Team..., Business Process, Management, Leadership
Education
University of Richmond 1985 — 1987
Business
J R Tucker High School 1981 — 1985
Lee McCarthy's UBS Financial Services Experience
Job Wealth Strategy Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services
Education
University of Rhode Island 1996 — 2000
Bachelor of Arts (B.A.), Finance, General
UBS Financial Services
Education
University of Rhode Island 1996 — 2000
Bachelor of Arts (B.A.), Finance, General
Ali Kraker's UBS Financial Services Experience June 2012 - September 2012
Job Senior Account Manager Enterprise at Underground Elephant
Industry Marketing and Advertising
Experience
Underground Elephant April 2015 - Present
Underground Elephant January 2014 - April 2015
Boom Lab - Global Manufacturing & Engineering Client June 2013 - January 2014
TEDxLaJolla 2014 - 2014
UBS Financial Services June 2012 - September 2012
Kidron Capital LLC June 2011 - August 2011
Skills
Microsoft Excel, Social Media Marketing, Customer Service, Marketing, Lead Generation, PowerPoint, PPC, Time Management, Online Advertising, Marketing Strategy, Digital Marketing, Salesforce.com, Account Management, Strategic Account..., Mobile Advertising, Financial Analysis, Economics, Mathematics, Event Planning, Strategy, Financial Services, Data Analysis, Account Optimization, Microfinance, Business Development, Start-ups
Education
University of San Diego 2009 — 2013
BA, Finance with Minors in Mathematics & Marketing
Florence University of the Arts 2011 — 2011
Providence Academy 2005 — 2009
High School
Underground Elephant April 2015 - Present
Underground Elephant January 2014 - April 2015
Boom Lab - Global Manufacturing & Engineering Client June 2013 - January 2014
TEDxLaJolla 2014 - 2014
UBS Financial Services June 2012 - September 2012
Kidron Capital LLC June 2011 - August 2011
Skills
Microsoft Excel, Social Media Marketing, Customer Service, Marketing, Lead Generation, PowerPoint, PPC, Time Management, Online Advertising, Marketing Strategy, Digital Marketing, Salesforce.com, Account Management, Strategic Account..., Mobile Advertising, Financial Analysis, Economics, Mathematics, Event Planning, Strategy, Financial Services, Data Analysis, Account Optimization, Microfinance, Business Development, Start-ups
Education
University of San Diego 2009 — 2013
BA, Finance with Minors in Mathematics & Marketing
Florence University of the Arts 2011 — 2011
Providence Academy 2005 — 2009
High School
George Koutsioukis George Koutsioukis's UBS Financial Services Experience December 1999 - June 2005
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James June 2005 - Present
UBS Financial Services December 1999 - June 2005
Education
University of South Carolina-Columbia 1986 — 1989
Bachelor of Science (B.S.), Accounting
Wofford College 1985 — 1986
Accounting
Raymond James June 2005 - Present
UBS Financial Services December 1999 - June 2005
Education
University of South Carolina-Columbia 1986 — 1989
Bachelor of Science (B.S.), Accounting
Wofford College 1985 — 1986
Accounting
Kevin Fitts's UBS Financial Services Experience May 2010 - November 2010
Job National Sales Executive at iQ media Corp
Industry Public Relations and Communications
Experience
iQ media Corp July 2015 - Present
iQMedia Corp October 2014 - June 2015
Ventyx, an ABB company November 2013 - September 2014
Fiberlink April 2013 - November 2013
Ascensus August 2011 - April 2013
UBS Financial Services May 2010 - November 2010
Skills
Lead Generation, New Business Development, Mobile Device Management, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Windows, Mac OS X, Salesforce.com, OS X, Marketing, Leadership, SaaS, Sales, Mobile Devices, Management, Sales Process, Social Networking
Education
University of Pittsburgh 2007 — 2011
Bachelor of Science, Business Administration; Finance
iQ media Corp July 2015 - Present
iQMedia Corp October 2014 - June 2015
Ventyx, an ABB company November 2013 - September 2014
Fiberlink April 2013 - November 2013
Ascensus August 2011 - April 2013
UBS Financial Services May 2010 - November 2010
Skills
Lead Generation, New Business Development, Mobile Device Management, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Windows, Mac OS X, Salesforce.com, OS X, Marketing, Leadership, SaaS, Sales, Mobile Devices, Management, Sales Process, Social Networking
Education
University of Pittsburgh 2007 — 2011
Bachelor of Science, Business Administration; Finance
Adam Fasullo Adam Fasullo's UBS Financial Services Experience May 2009 - September 2009
Job Creative Executive at Paramount Pictures
Industry Entertainment
Experience
Paramount Pictures Manager of Scripted DevelopmentParamount PicturesJune 2014 - Present
Paramount Pictures October 2013 - July 2014
HBO January 2013 - October 2013
William Morris Endeavor May 2011 - January 2013
PwC January 2011 - April 2011
Panther Vision October 2008 - December 2010
The Late Late Show with Craig Ferguson May 2010 - August 2010
Nancy Mosser Casting September 2009 - April 2010
UBS Financial Services May 2009 - September 2009
1905 Productions January 2009 - May 2009
Skills
Social Media, Microsoft Office, Microsoft Excel, Facebook, Social Media Marketing, Microsoft Word, Customer Service, Research, PowerPoint, Marketing, Blogging, Entertainment, Editing, Television, Public Relations, Social Networking, Film, Training, Advertising
Education
University of Pittsburgh 2007 — 2011
Bachelor's, Marketing
University of Pittsburgh, College of Business Administration 2007 — 2011
Bachelor of Science, Business Administration; Finance & Marketing
Paramount Pictures Manager of Scripted DevelopmentParamount PicturesJune 2014 - Present
Paramount Pictures October 2013 - July 2014
HBO January 2013 - October 2013
William Morris Endeavor May 2011 - January 2013
PwC January 2011 - April 2011
Panther Vision October 2008 - December 2010
The Late Late Show with Craig Ferguson May 2010 - August 2010
Nancy Mosser Casting September 2009 - April 2010
UBS Financial Services May 2009 - September 2009
1905 Productions January 2009 - May 2009
Skills
Social Media, Microsoft Office, Microsoft Excel, Facebook, Social Media Marketing, Microsoft Word, Customer Service, Research, PowerPoint, Marketing, Blogging, Entertainment, Editing, Television, Public Relations, Social Networking, Film, Training, Advertising
Education
University of Pittsburgh 2007 — 2011
Bachelor's, Marketing
University of Pittsburgh, College of Business Administration 2007 — 2011
Bachelor of Science, Business Administration; Finance & Marketing
Stuart K Kimball Stuart K Kimball's UBS Financial Services Experience 1999 - 2006
Job CEO at Osprey Solutions
Industry Management Consulting
Experience
Osprey Solutions May 2015 - Present
StuKimballBooks June 2014 - Present
Unimedia April 2011 - Present
Radekopf & Associates 2009 - January 2015
Pensarc October 2010 - January 2011
Charleston Business Brokers 2007 - 2009
UBS Financial Services 1999 - 2006
Morgan Stanley April 1980 - October 1999
Skills
New Business Development, Marketing Strategy, Strategic Planning, Public Speaking, Marketing Communications, Customer Relations, Public Relations, Management Consulting, Social Media Marketing, Social Media, Team Building, Advertising, Non-profits, Coaching, Small Business, Customer Service, Nonprofits, Marketing, Business Development, Online Marketing, Entrepreneurship, Fundraising, Strategy, Email Marketing, Social Networking, Online Advertising, Business Planning, Start-ups, Direct Marketing, Leadership, Strategic Partnerships, Lead Generation, Sales, Brand Development, Media Relations, Corporate Communications, Selling, Account Management
Education
University of South Carolina-Columbia 1966 — 1972
BA, Journalism
Osprey Solutions May 2015 - Present
StuKimballBooks June 2014 - Present
Unimedia April 2011 - Present
Radekopf & Associates 2009 - January 2015
Pensarc October 2010 - January 2011
Charleston Business Brokers 2007 - 2009
UBS Financial Services 1999 - 2006
Morgan Stanley April 1980 - October 1999
Skills
New Business Development, Marketing Strategy, Strategic Planning, Public Speaking, Marketing Communications, Customer Relations, Public Relations, Management Consulting, Social Media Marketing, Social Media, Team Building, Advertising, Non-profits, Coaching, Small Business, Customer Service, Nonprofits, Marketing, Business Development, Online Marketing, Entrepreneurship, Fundraising, Strategy, Email Marketing, Social Networking, Online Advertising, Business Planning, Start-ups, Direct Marketing, Leadership, Strategic Partnerships, Lead Generation, Sales, Brand Development, Media Relations, Corporate Communications, Selling, Account Management
Education
University of South Carolina-Columbia 1966 — 1972
BA, Journalism
Jason Franschman Jason Franschman's UBS Financial Services Experience June 2004 - June 2007
Job Sr. Grants & Contracts Assoc. at inVentiv Health Clinical
Industry Pharmaceuticals
Experience
inVentiv Health January 2013 - Present
Novartis August 2012 - December 2012
Novartis February 2012 - August 2012
MERCK & Co, Inc August 2009 - February 2012
Merck & Co. June 2007 - August 2009
UBS FINANCIAL SERVICES June 2004 - June 2007
Mellon HR Solutions September 2002 - June 2004
Morgan Stanley June 2000 - August 2002
MILLIMAN & ROBERTSON ACTUIRIAL AND CONSULTING April 1998 - June 2000
MID-ATLANTIC PENSION GROUP May 1997 - March 1998
Skills
Cross-functional Team..., Clinical Trials, Accounting, Program Management, CRO, Budgets, Clinical Research, Investments, Negotiation, Protocol, Valuation, Project Management, Finance, Oncology
Education
University of Richmond 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
University of Richmond - Robins School of Business 1993 — 1997
BA, Finance
inVentiv Health January 2013 - Present
Novartis August 2012 - December 2012
Novartis February 2012 - August 2012
MERCK & Co, Inc August 2009 - February 2012
Merck & Co. June 2007 - August 2009
UBS FINANCIAL SERVICES June 2004 - June 2007
Mellon HR Solutions September 2002 - June 2004
Morgan Stanley June 2000 - August 2002
MILLIMAN & ROBERTSON ACTUIRIAL AND CONSULTING April 1998 - June 2000
MID-ATLANTIC PENSION GROUP May 1997 - March 1998
Skills
Cross-functional Team..., Clinical Trials, Accounting, Program Management, CRO, Budgets, Clinical Research, Investments, Negotiation, Protocol, Valuation, Project Management, Finance, Oncology
Education
University of Richmond 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
University of Richmond - Robins School of Business 1993 — 1997
BA, Finance
Barton Prideaux Barton Prideaux's UBS Financial Services Experience January 2011 - December 2011
Job Investment Banking Analyst at Centerview Partners
Industry Investment Banking
Experience
Centerview Partners August 2014 - Present
Citigroup June 2013 - August 2014
UBS Financial Services January 2011 - December 2011
Work For Life Microfinance May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance
Education
University of Southern California 2009 — 2013
B.A., Global Business
Westlake High School 2005 — 2009
Centerview Partners August 2014 - Present
Citigroup June 2013 - August 2014
UBS Financial Services January 2011 - December 2011
Work For Life Microfinance May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance
Education
University of Southern California 2009 — 2013
B.A., Global Business
Westlake High School 2005 — 2009
Shelby (Merilli) White, CTP's UBS Financial Services Experience May 2009 - September 2009
Job Vice President, Product Manager at Citi
Industry Financial Services
Experience
Citi April 2014 - Present
PNC Financial Services August 2012 - April 2014
PNC Financial Services May 2011 - August 2011
Bean Partners Ltd. January 2011 - April 2011
PNC Financial Services May 2010 - August 2010
UBS Financial Services May 2009 - September 2009
Skills
Treasury Management, Product Development, Product Management, International Cash..., Credit Risk, Finance, Financial Analysis, Financial Modeling, Banking, Credit, Credit Analysis, Corporate Finance, Data Analysis
Education
University of Pittsburgh 2008 — 2012
BSBA
Citi April 2014 - Present
PNC Financial Services August 2012 - April 2014
PNC Financial Services May 2011 - August 2011
Bean Partners Ltd. January 2011 - April 2011
PNC Financial Services May 2010 - August 2010
UBS Financial Services May 2009 - September 2009
Skills
Treasury Management, Product Development, Product Management, International Cash..., Credit Risk, Finance, Financial Analysis, Financial Modeling, Banking, Credit, Credit Analysis, Corporate Finance, Data Analysis
Education
University of Pittsburgh 2008 — 2012
BSBA
Alan Bowser's UBS Financial Services Experience 2007 - 2010
Job Senior Client Advisor at Bridgewater Associates, LP
Industry Financial Services
Experience
Bridgewater Associates, LP 2011 - Present
UBS Financial Services 2007 - 2010
Citigroup 1999 - 2007
Citibank 1997 - 1999
Citicorp 1995 - 1997
Skills
Private Banking, Wealth Management, Leadership Development, Business Strategy, Sales Management, Portfolio Management, Alternative Investments, Fixed Income, Equities, Investments, Investment Advisory, Structured Products, Strategy, ETFs, Asset Allocation, Asset Management, Investment Strategies, Securities, Hedge Funds, Financial Advisory, Financial Services, Finance, Financial Risk, High Net Worth..., Trading, Private Equity, Investment Management, Series 7, Estate Planning, Mutual Funds, Capital Markets, Series 63, Bonds, Derivatives, Emerging Markets, Investment Banking, Fund Of Funds, Financial Markets, Options, Wealth Management..., Investor Relations
Education
University of Oxford 1984 — 1986
M. Philosophy, Politics
University of Pennsylvania - The Wharton School 1980 — 1984
B.S. in Economics, Finance
Bridgewater Associates, LP 2011 - Present
UBS Financial Services 2007 - 2010
Citigroup 1999 - 2007
Citibank 1997 - 1999
Citicorp 1995 - 1997
Skills
Private Banking, Wealth Management, Leadership Development, Business Strategy, Sales Management, Portfolio Management, Alternative Investments, Fixed Income, Equities, Investments, Investment Advisory, Structured Products, Strategy, ETFs, Asset Allocation, Asset Management, Investment Strategies, Securities, Hedge Funds, Financial Advisory, Financial Services, Finance, Financial Risk, High Net Worth..., Trading, Private Equity, Investment Management, Series 7, Estate Planning, Mutual Funds, Capital Markets, Series 63, Bonds, Derivatives, Emerging Markets, Investment Banking, Fund Of Funds, Financial Markets, Options, Wealth Management..., Investor Relations
Education
University of Oxford 1984 — 1986
M. Philosophy, Politics
University of Pennsylvania - The Wharton School 1980 — 1984
B.S. in Economics, Finance
Catherine Conrad's UBS Financial Services Experience September 1995 - April 2009
Job Project Specialist at Almac Group
Industry Financial Services
Experience
Almac Group June 2012 - Present
Univest Bank and Trust January 2012 - June 2012
American Red Cross July 2009 - June 2012
Univest Corporation 2010 - 2011
UBS FINANCIAL SERVICES September 1995 - April 2009
IRS 1995 - 1995
Kidder Peabody 1990 - 1995
Buten Paints 1988 - 1990
Acme Markets 1986 - 1988
Philadelphia Zoo 1984 - 1986
Skills
Microsoft Office, Financial Services, Management, Wealth Management, Project Management, Customer Service, Portfolio Management, Visio
Education
University of Phoenix 2003 — 2008
BS, Business Administration and E-Business
Lyons Technical Institute 1986 — 1988
AA, Electronic Engineering
Almac Group June 2012 - Present
Univest Bank and Trust January 2012 - June 2012
American Red Cross July 2009 - June 2012
Univest Corporation 2010 - 2011
UBS FINANCIAL SERVICES September 1995 - April 2009
IRS 1995 - 1995
Kidder Peabody 1990 - 1995
Buten Paints 1988 - 1990
Acme Markets 1986 - 1988
Philadelphia Zoo 1984 - 1986
Skills
Microsoft Office, Financial Services, Management, Wealth Management, Project Management, Customer Service, Portfolio Management, Visio
Education
University of Phoenix 2003 — 2008
BS, Business Administration and E-Business
Lyons Technical Institute 1986 — 1988
AA, Electronic Engineering
Craig Leiderman's UBS Financial Services Experience July 1995 - Present
Job Managing Director at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services July 1995 - Present
Education
Wharton School of Business 2003 — 2003
CIMA, Certifcation Received
Fordham University 1998 — 2001
MBA, Finance
Syracuse Univesity 1991 — 1995
B.S., Finance and Accounting
UBS Financial Services July 1995 - Present
Education
Wharton School of Business 2003 — 2003
CIMA, Certifcation Received
Fordham University 1998 — 2001
MBA, Finance
Syracuse Univesity 1991 — 1995
B.S., Finance and Accounting
Peter Sadowski's UBS Financial Services Experience May 2004 - July 2011
Job Director, Systems Engineering at GTT
Industry Information Technology and Services
Experience
GTT April 2014 - Present
DBR360, Inc. March 2013 - April 2014
Biz Information Services - Contract at Credit Suisse July 2011 - March 2013
UBS Financial services May 2004 - July 2011
Charles Schwab Capital Markets LP May 2000 - October 2004
Schwab Capital Markets 2000 - 2004
UPS 1998 - 2000
Skills
Disaster Recovery, Unix, Solaris, NIS, Unix Shell Scripting, Citrix, Xen, Veritas Cluster Server, Veritas Volume Manager, Cloud Computing IaaS, Red Hat Linux, CentOS, Perl Automation, PHP, MySQL, AIX, RedHat, Servers, Operating Systems, ITIL, Databases, High Availability, System Administration, Enterprise Architecture, Virtualization, Cloud Computing, Shell Scripting, Data Center
Education
University of Phoenix 2001 — 2009
MBA, Technology Management
Chubb Institute 1998 — 1998
Data Center Support, Information Technology
Chubb Institute
GTT April 2014 - Present
DBR360, Inc. March 2013 - April 2014
Biz Information Services - Contract at Credit Suisse July 2011 - March 2013
UBS Financial services May 2004 - July 2011
Charles Schwab Capital Markets LP May 2000 - October 2004
Schwab Capital Markets 2000 - 2004
UPS 1998 - 2000
Skills
Disaster Recovery, Unix, Solaris, NIS, Unix Shell Scripting, Citrix, Xen, Veritas Cluster Server, Veritas Volume Manager, Cloud Computing IaaS, Red Hat Linux, CentOS, Perl Automation, PHP, MySQL, AIX, RedHat, Servers, Operating Systems, ITIL, Databases, High Availability, System Administration, Enterprise Architecture, Virtualization, Cloud Computing, Shell Scripting, Data Center
Education
University of Phoenix 2001 — 2009
MBA, Technology Management
Chubb Institute 1998 — 1998
Data Center Support, Information Technology
Chubb Institute
Kathleen Morgan, CFA's UBS Financial Services Experience July 2006 - May 2008
Job Equity Portfolio Specialist at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2015 - Present
BlackRock July 2010 - June 2013
Barclays Global Investors May 2008 - July 2010
UBS Financial Services July 2006 - May 2008
Skills
Bloomberg, Portfolio Management, Financial Modeling, Fixed Income, Hedge Funds, Investments, Equities, Asset Management, Alternative Investments, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Wellesley College 2002 — 2006
BA, Economics
Wellington Management June 2015 - Present
BlackRock July 2010 - June 2013
Barclays Global Investors May 2008 - July 2010
UBS Financial Services July 2006 - May 2008
Skills
Bloomberg, Portfolio Management, Financial Modeling, Fixed Income, Hedge Funds, Investments, Equities, Asset Management, Alternative Investments, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Wellesley College 2002 — 2006
BA, Economics
Scott Millman, CFP®'s UBS Financial Services Experience May 2006 - May 2015
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
UBS Financial Services May 2006 - May 2015
Morgan Stanley May 2001 - May 2006
Skills
Series 7, Series 63, Wealth Management, Alternative Investments, Mutual Funds, Asset Allocation, Fixed Income, Equities, Securities, Retirement Planning, Portfolio Management, Hedge Funds, 401k, Asset Management
Education
University of Rhode Island 1997 — 2001
Bachelor, Finance
University of Rhode Island - College of Business Administration
Bachelors, Finance
Merrill Lynch May 2015 - Present
UBS Financial Services May 2006 - May 2015
Morgan Stanley May 2001 - May 2006
Skills
Series 7, Series 63, Wealth Management, Alternative Investments, Mutual Funds, Asset Allocation, Fixed Income, Equities, Securities, Retirement Planning, Portfolio Management, Hedge Funds, 401k, Asset Management
Education
University of Rhode Island 1997 — 2001
Bachelor, Finance
University of Rhode Island - College of Business Administration
Bachelors, Finance
Nancy G.L. Young's UBS Financial Services Experience October 1976 - Present
Job Vice president Investments at UBS Financial services
Industry Investment Management
Experience
UBS Financial services October 1976 - Present
Rainier Bank June 1974 - February 1976
Education
University of Puget Sound 1970 — 1974
BA, Finance, Marketing
Polytechnic High School, Pasadena, CA 1968 — 1970
Katherine Branson School, Ross CA 1966 — 1968
UBS Financial services October 1976 - Present
Rainier Bank June 1974 - February 1976
Education
University of Puget Sound 1970 — 1974
BA, Finance, Marketing
Polytechnic High School, Pasadena, CA 1968 — 1970
Katherine Branson School, Ross CA 1966 — 1968
Lilian Cullari's UBS Financial Services Experience 2005 - 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
UBS Financial Services 2005 - 2008
Education
University of Santo Tomas 1990 — 1994
Bachelor of Science, Mathematics, Computer Science
UBS Financial Services 2005 - 2008
Education
University of Santo Tomas 1990 — 1994
Bachelor of Science, Mathematics, Computer Science
Jeff Chaffkin's UBS Financial Services Experience 1996 - 2002
Job Senior Advisor Healthcare at XMS Capital Partners
Industry Investment Banking
Experience
XMS Capital Partners February 2014 - Present
Charter Oak Partners January 2010 - January 2014
Aetna 2007 - October 2009
Charter Oak Partners 2002 - 2007
Paine Webber 1996 - 2002
UBS Investment Bank/PaineWebber Incorporated 1996 - 2002
UBS (formerly PaineWebber, Inc.) 1996 - 2002
UBS Financial Services 1996 - 2002
Aetna Health Plans 1993 - 1996
Aetna Inc. (Aetna International) 1991 - 1993
Skills
Alternative Investments
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
XMS Capital Partners February 2014 - Present
Charter Oak Partners January 2010 - January 2014
Aetna 2007 - October 2009
Charter Oak Partners 2002 - 2007
Paine Webber 1996 - 2002
UBS Investment Bank/PaineWebber Incorporated 1996 - 2002
UBS (formerly PaineWebber, Inc.) 1996 - 2002
UBS Financial Services 1996 - 2002
Aetna Health Plans 1993 - 1996
Aetna Inc. (Aetna International) 1991 - 1993
Skills
Alternative Investments
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
Jenivieve Elly's UBS Financial Services Experience August 2002 - September 2006
Job Owner and Publisher of Attached 2 Parenting
Industry Marketing and Advertising
Experience
Jelly Squared Media January 2011 - Present
Attached 2 Parenting January 2011 - Present
Kickify July 2013 - September 2014
Nap Time Startups, LLC May 2013 - December 2013
Starstruck LLC July 2007 - September 2013
UBS Financial Services August 2002 - September 2006
Skills
Marketing Management, Social Media Marketing, Social Media, SEO, Blogging, Wordpress, Public Relations, Email Marketing, Social Networking, Facebook, Writing, Copywriting, Editing, Event Planning, Promotions, Photoshop, Microsoft Office, Web Design, SMO, Social Media Monitoring, Google Analytics, Word, Excel, HTML, WordPress, Entertainment, YouTube, Strategy, Content Management, Online Marketing, Online Advertising, Content Strategy, Press Releases, E-commerce, Marketing, Digital Marketing, Digital Media, Advertising, Management, New Media, Marketing Communications, Marketing Strategy, Media Relations, Digital Strategy, Entrepreneurship, Event Management, Integrated Marketing, Brand Development
Education
University of South Florida 2007 — 2009
Bachelor, Science
Jelly Squared Media January 2011 - Present
Attached 2 Parenting January 2011 - Present
Kickify July 2013 - September 2014
Nap Time Startups, LLC May 2013 - December 2013
Starstruck LLC July 2007 - September 2013
UBS Financial Services August 2002 - September 2006
Skills
Marketing Management, Social Media Marketing, Social Media, SEO, Blogging, Wordpress, Public Relations, Email Marketing, Social Networking, Facebook, Writing, Copywriting, Editing, Event Planning, Promotions, Photoshop, Microsoft Office, Web Design, SMO, Social Media Monitoring, Google Analytics, Word, Excel, HTML, WordPress, Entertainment, YouTube, Strategy, Content Management, Online Marketing, Online Advertising, Content Strategy, Press Releases, E-commerce, Marketing, Digital Marketing, Digital Media, Advertising, Management, New Media, Marketing Communications, Marketing Strategy, Media Relations, Digital Strategy, Entrepreneurship, Event Management, Integrated Marketing, Brand Development
Education
University of South Florida 2007 — 2009
Bachelor, Science
Angela Apolito's UBS Financial Services Experience 2003 - 2006
Job Financial consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors sales assistantmerrill lynch2006 - 2008
UBS Financial Services 2003 - 2006
Education
University of Phoenix 2005 — 2007
Bachelor's, Business Finance
AXA Advisors sales assistantmerrill lynch2006 - 2008
UBS Financial Services 2003 - 2006
Education
University of Phoenix 2005 — 2007
Bachelor's, Business Finance
Mary Townsend, CIMA's UBS Financial Services Experience 1996 - Present
Job First Vice President Wealth Management UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services 1996 - Present
NatCity Investments 1994 - 1996
Smith Barney 1988 - 1994
Education
Wright State University 1980 — 1984
B.S, Finance
University of Pennsylvania - The Wharton School
CIMA, Finance
UBS Financial Services 1996 - Present
NatCity Investments 1994 - 1996
Smith Barney 1988 - 1994
Education
Wright State University 1980 — 1984
B.S, Finance
University of Pennsylvania - The Wharton School
CIMA, Finance
Allen Belice's UBS Financial Services Experience October 2004 - Present
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services October 2004 - Present
Morgan Stanley Wealth Management June 1990 - October 2004
Education
University of Pittsburgh 1987 — 1991
bachelors, economics
Plum Senior High School 1984 — 1987
Oechsli
Oechsli
UBS Financial Services October 2004 - Present
Morgan Stanley Wealth Management June 1990 - October 2004
Education
University of Pittsburgh 1987 — 1991
bachelors, economics
Plum Senior High School 1984 — 1987
Oechsli
Oechsli
Charles Daniel's UBS Financial Services Experience August 2008 - Present
Job Vice President Investments, UBS
Industry Financial Services
Experience
UBS Financial Services August 2008 - Present
Education
University of Southern California
Baylor
UBS Financial Services August 2008 - Present
Education
University of Southern California
Baylor
Scott R. Smith's UBS Financial Services Experience First Vice PresidentUBS1988 - Present
Job First Vice PresidentInvestments at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services First Vice PresidentUBS1988 - Present
Skills
Series 7, Wealth Management, Alternative Investments, Securities, Investments, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management
Education
The Wharton School of the University of Pennsylvania 1982 — 1984
MBA, Finance
University of Pennsylvania 1982 — 1984
MBA, International finance
American University
UBS Financial Services First Vice PresidentUBS1988 - Present
Skills
Series 7, Wealth Management, Alternative Investments, Securities, Investments, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management
Education
The Wharton School of the University of Pennsylvania 1982 — 1984
MBA, Finance
University of Pennsylvania 1982 — 1984
MBA, International finance
American University
Kenneth J. Sorosky's UBS Financial Services Experience 2001 - March 2013
Job Director at True Capital Management
Industry Financial Services
Experience
True Capital Management March 2013 - Present
Diversified Pacific Opportunity Fund April 2008 - Present
UBS Financial Services 2001 - March 2013
onetime.com 2003 - 2008
VirtualTourist.com 1999 - 2008
Skills
Asset Management, Due Diligence, Financial Modeling, Investments, Management, Portfolio Management, Private Equity, Finance, Marketing, Marketing Strategy, Sales, Start-ups, Strategy
Education
University of Southern California 1987 — 1991
BS, Business Administration
True Capital Management March 2013 - Present
Diversified Pacific Opportunity Fund April 2008 - Present
UBS Financial Services 2001 - March 2013
onetime.com 2003 - 2008
VirtualTourist.com 1999 - 2008
Skills
Asset Management, Due Diligence, Financial Modeling, Investments, Management, Portfolio Management, Private Equity, Finance, Marketing, Marketing Strategy, Sales, Start-ups, Strategy
Education
University of Southern California 1987 — 1991
BS, Business Administration
Josh Adler's UBS Financial Services Experience March 2009 - Present
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services March 2009 - Present
Bernstein Investment Research and Management April 1999 - February 2009
Education
University of Pennsylvania 1991 — 1995
Bachelor of Arts (BA), History
UBS Financial Services March 2009 - Present
Bernstein Investment Research and Management April 1999 - February 2009
Education
University of Pennsylvania 1991 — 1995
Bachelor of Arts (BA), History
Joseph Nychay's UBS Financial Services Experience 1981 - 2004
Job Independent Investment Management Professional
Industry Investment Management
Experience
UBS Financial Services 1981 - 2004
Education
University of Pittsburgh 1974 — 1978
BA, Economics
UBS Financial Services 1981 - 2004
Education
University of Pittsburgh 1974 — 1978
BA, Economics
Lawrence Ritzer's UBS Financial Services Experience 1998 - Present
Job Lead Associate at UBS
Industry Financial Services
Experience
UBS September 1998 - Present
UBS FINANCIAL SERVICES 1998 - Present
Tetley Inc April 1983 - October 1997
Skills
Quality Assurance, Risk Management, Microsoft Office, Process Improvement, Computer Hardware, Change Management, Windows, Customer Service, Quality Control, SDLC, Project Portfolio..., PMO, Recruiting, PMP, Insurance, Vendor Management, Social Networking, IT Strategy, Business Analysis, Project Management, Outlook, Team Building, Enterprise Architecture, Microsoft Excel, Team Leadership
Education
University of Phoenix 2010 — 2016
BSIT, Information Technology
University of Phoenix 2007 — 2010
AAIT, Computer Security
UBS September 1998 - Present
UBS FINANCIAL SERVICES 1998 - Present
Tetley Inc April 1983 - October 1997
Skills
Quality Assurance, Risk Management, Microsoft Office, Process Improvement, Computer Hardware, Change Management, Windows, Customer Service, Quality Control, SDLC, Project Portfolio..., PMO, Recruiting, PMP, Insurance, Vendor Management, Social Networking, IT Strategy, Business Analysis, Project Management, Outlook, Team Building, Enterprise Architecture, Microsoft Excel, Team Leadership
Education
University of Phoenix 2010 — 2016
BSIT, Information Technology
University of Phoenix 2007 — 2010
AAIT, Computer Security
Aaron Kohn, CPWA's UBS Financial Services Experience November 2008 - Present
Job First Vice President Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services November 2008 - Present
Merrill Lynch November 2002 - November 2008
Prudential Securities December 1998 - November 2002
Education
University of Oregon - Charles H. Lundquist College of Business 1992 — 1996
BS, Finance & Management
UBS Financial Services November 2008 - Present
Merrill Lynch November 2002 - November 2008
Prudential Securities December 1998 - November 2002
Education
University of Oregon - Charles H. Lundquist College of Business 1992 — 1996
BS, Finance & Management
Peter Liebeskind's UBS Financial Services Experience February 2012 - Present
Job Executive Director at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2012 - Present
Morgan Stanley Smith Barney October 2008 - January 2012
Smith Barney May 2006 - September 2008
Smith Barney May 1998 - April 2006
Skills
Series 7, Series 63, Series 65, Series 3, Wealth Management, FINRA, Alternative Investments, Series 24, Leadership, Asset Allocation, Investment Advisory, Financial Services, Portfolio Management, Relationship Management, Securities, Mutual Funds, Investments, ETFs, Equities, Wealth Management..., Hedge Funds, Investment Strategies, Fixed Income, Retirement Planning, Asset Management, Investment Management, Bonds, Financial Advisory, Uniform Combined State..., Strategic Financial..., Options, Capital Markets, Trading, Retirement, Private Banking, Wealth
Education
University of Pennsylvania 1975 — 1979
Bachelor of Arts (BA), Economics
UBS Financial Services February 2012 - Present
Morgan Stanley Smith Barney October 2008 - January 2012
Smith Barney May 2006 - September 2008
Smith Barney May 1998 - April 2006
Skills
Series 7, Series 63, Series 65, Series 3, Wealth Management, FINRA, Alternative Investments, Series 24, Leadership, Asset Allocation, Investment Advisory, Financial Services, Portfolio Management, Relationship Management, Securities, Mutual Funds, Investments, ETFs, Equities, Wealth Management..., Hedge Funds, Investment Strategies, Fixed Income, Retirement Planning, Asset Management, Investment Management, Bonds, Financial Advisory, Uniform Combined State..., Strategic Financial..., Options, Capital Markets, Trading, Retirement, Private Banking, Wealth
Education
University of Pennsylvania 1975 — 1979
Bachelor of Arts (BA), Economics
Timothy Fannin's UBS Financial Services Experience November 2010 - Present
Job Portfolio Manager, UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2010 - Present
Merrill Lynch February 2005 - October 2010
Skills
Portfolio Management, Wealth Management, Mutual Funds, Investments, Series 7, Asset Allocation, Securities, Series 63, Strategic Financial..., Risk Management, Retirement, Financial Analysis, Credit, 401k, Fixed Annuities
Education
University of South Florida 2000 — 2004
Bachelor's degree, Finance
University of South Florida 1999 — 2004
Bachelor of Science (B.S.), Finance
UBS Financial Services November 2010 - Present
Merrill Lynch February 2005 - October 2010
Skills
Portfolio Management, Wealth Management, Mutual Funds, Investments, Series 7, Asset Allocation, Securities, Series 63, Strategic Financial..., Risk Management, Retirement, Financial Analysis, Credit, 401k, Fixed Annuities
Education
University of South Florida 2000 — 2004
Bachelor's degree, Finance
University of South Florida 1999 — 2004
Bachelor of Science (B.S.), Finance
Yoni Khvan's UBS Financial Services Experience February 2012 - May 2012
Job Financial Representative Assistant at Northwestern Mutual
Industry Management Consulting
Experience
UBS Financial Services February 2012 - May 2012
Northwestern Mutual April 2011 - July 2011
Asian-Inform Publishing House May 2010 - August 2010
Santa Monica College December 2008 - January 2009
Beverly Hills Unique Sports Cars February 2008 - June 2008
Education
University of Southern California 2009 — 2011
Marshall School of Business
B.S, Business Administration
University of Southern California
Bachelor of Science (BS), Business Administration, Management Consulting
UBS Financial Services February 2012 - May 2012
Northwestern Mutual April 2011 - July 2011
Asian-Inform Publishing House May 2010 - August 2010
Santa Monica College December 2008 - January 2009
Beverly Hills Unique Sports Cars February 2008 - June 2008
Education
University of Southern California 2009 — 2011
Marshall School of Business
B.S, Business Administration
University of Southern California
Bachelor of Science (BS), Business Administration, Management Consulting
Eric Seamon's UBS Financial Services Experience August 2006 - March 2009
Job Compliance Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Compliance OfficerBNY MellonMarch 2009 - Present
UBS Financial Services August 2006 - March 2009
PNC Bank August 2000 - August 2006
Education
University of Pittsburgh School of Law 1997 — 2000
Juris Doctor, Law
University of Pittsburgh 1995 — 1997
Bachelor of Arta, Political Science
BNY Mellon Compliance OfficerBNY MellonMarch 2009 - Present
UBS Financial Services August 2006 - March 2009
PNC Bank August 2000 - August 2006
Education
University of Pittsburgh School of Law 1997 — 2000
Juris Doctor, Law
University of Pittsburgh 1995 — 1997
Bachelor of Arta, Political Science
Jason Scoggins's UBS Financial Services Experience
Job Vice President at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services
Education
University of South Alabama
Bachelor's degree, Finance, General
UBS Financial Services
Education
University of South Alabama
Bachelor's degree, Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS