UBS Financial Services

Industry: Investment banking company

Description

UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. 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
YESSICA TAVAREZ YESSICA TAVAREZ Corona, New York Details
YESSICA TAVAREZ's UBS Financial Services Experience June 2007 - August 2007
Job Paralegal at Jaffe & Asher LLP
Industry Legal Services
Experience
Jaffe & Asher LLP  November 2013 - Present
Law offices of Demetrios A. Bothos   September 2012 - November 2013
Milbank, Tweed, Hadley & McCloy LLP   2013 - 2013
Bowery Residents' Committee  December 2012 - 2013
CureMD  September 2012 - October 2012
Impact Staffing Inc   December 2010 - October 2012
IMPACT STAFFING INC.   December 2010 - May 2012
Mel S. Harris & Associates   August 2007 - December 2010
UBS  June 2007 - August 2007
UBS Financial Services   June 2007 - August 2007

Skills
Microsoft Office, Administrative..., Recruiting, Spreadsheets, Human Resources, Administrative..., Receptionist Duties, Microsoft Excel, Outlook, Data Entry, Office Administration, Microsoft Word, Filing, Customer Service, Invoicing, Telephone Skills, Administration, Phone Skills, People Skills, Switchboard Operator, NYS Notary Public, e-law, E-case, NYS Unified court system, Westlaw

Education
John Jay College of Criminal Justice   2009 — 2012
Bachelor of Arts (B.A.), Criminal Justice and Corrections, GRADUATED

John Jay College of criminal justice   2009 — 2012
Bachelors Degree, Criminal Justice

Berkeley College   2005 — 2007
Associate of Science (A.S.), Business Administration, Management and Operations, GRADUATED

Berkeley College   2005 — 2007
Associates Degree, Business Management

Pace University
Paralegal Certificate, Legal Assistant/Paralegal

Tim Berryman Tim Berryman Birmingham, Alabama Area Details
Tim Berryman's UBS Financial Services Experience January 2005 - May 2006
Job Director Investor Relations
Industry Hospital & Health Care
Experience
Medical Properties Trust, Inc.   December 2013 - Present
Welch Hornsby, Inc.   February 2008 - December 2013
UBS Financial Services   January 2005 - May 2006
XFL Birmingham Thunderbolts   2000 - 2002
ECHL Hockey / Arena Football   January 1995 - 2000
Xerox Corporation  1986 - 1994
Canadian Football League  1976 - 1983

Education
Certified Financial Planner Board of Standards   2010 — 2010
CFP Certification

Boston University   2008 — 2009
Certificate in Financial Planning

Dallas Theological Seminary
Partial completion Master of Arts, Bible/Biblical Studies

University of Ottawa / Université d'Ottawa
Bachelor of Business Administration (BBA), Accounting and Finance

Evan Xenos Evan Xenos Greater New York City Area Details
Evan Xenos's UBS Financial Services Experience January 2007 - January 2009
Job Owner and Operator Sherman Parking Inc.
Industry Financial Services
Experience
Sherman Parking Inc.   July 2010 - Present
Mega Contracting Inc  December 2009 - June 2010
UBS Financial Services   January 2007 - January 2009

Skills
Microsoft Excel, Financial Analysis, Investments, Asset Managment, Series 7, Financial Reporting, Asset Allocation, Valuation, Bloomberg, Financial Modeling, Microsoft Office, Banking, Microsoft Word, Accounting, Access, Strategic Financial...

Education
Bentley University   2003 — 2007
BS, Managerial Economics

ardsley high school   1999 — 2003

Alexander Karalnik Alexander Karalnik Greater New York City Area Details
Alexander Karalnik's UBS Financial Services Experience September 2004 - February 2006
Job TopTier Wholesale Distributor
Industry Financial Services
Experience
RLA Distribution Services, Corp   July 2010 - Present
TD Ameritrade  May 2011 - October 2012
TD Ameritrade  September 2010 - May 2011
Do Denim   2007 - 2010
Morgan Stanley Smith Barney  February 2006 - August 2008
UBS FINANCIAL SERVICES   September 2004 - February 2006
American Home Mortgage  May 2000 - September 2004
KPMG  May 1999 - May 2000

Skills
Portfolio Management, Mergers & Acquisitions, Analytics, Financial Analysis, Fixed Income, Finance, Project Planning, Equities, Process Improvement, Banking, Analytical Skills, Financial Modeling, Investments, Cost & Needs Analysis, Securities, Risk Management, Valuation, Consulting, Qualitative &..., Plotting Business..., Complex & Multi-Tier..., Budget Management &..., Internal Restructurings..., Complex Problem Solving, Operational Leadership, Financial Forecasting &..., New Business Development, Mutual Funds, Asset Managment, Capital Markets, Due Diligence, Series 7, Strategic Negotiations..., Micro & Macro Economics, Microsoft Office, SQL, Peat Report, PeopleSoft Financial, Calipers, SAP Crystal Reports..., Hyperion Enterprise, Bloomberg, Thomson Reuters..., Federal Laws and..., Exports, Importation, Distribution Cycle, Supply Chain, Inventory Management, Customer Service

Education
Binghamton University   1995 — 1999
BS, Finance

OXFORD UNIVERSITY, Oxford U   1997 — 1997
International Finance and Economics

Long Island University   1994 — 1995
Finance

Maggie Bonner Smith Maggie Bonner Smith Greater New York City Area Details
Maggie Bonner Smith's UBS Financial Services Experience October 2013 - Present
Job Client Service Associate at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services   October 2013 - Present
Morgan Stanley Investment Management  1996 - 2002
Morgan Stanley Investment Management  1996 - 2002

Education
Boston College   1991 — 1995
Bachelor of Arts (B.A.), Human Resources Management and Services, and Early Childhood Education

Boston College   1991 — 1995

Resurrection

Resurrection

Giancarlo Ambrogio Giancarlo Ambrogio Wethersfield, Connecticut Details
Giancarlo Ambrogio's UBS Financial Services Experience June 2012 - August 2014
Job Student at Boston College
Industry
Experience
UBS Financial Services   June 2012 - August 2014

Skills
Microsoft Excel, PowerPoint, Microsoft Word

Education
Boston College   2012 — 2016
History and Economics

Joy Pascoe Joy Pascoe Dayton, Ohio Area Details
Joy Pascoe's UBS Financial Services Experience April 2013 - Present
Job Senior Wealth Strategy Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services   April 2013 - Present
Morgan Stanley Smith Barney  July 2008 - April 2013
McGohan Brabender  January 2007 - December 2007
Self-Employed  January 2003 - December 2007
United Health Care  May 1986 - March 2002

Education
Bowling Green State University   1979 — 1982

Laura Byers Laura Byers Indianapolis, Indiana Area Details
Laura Byers's UBS Financial Services Experience May 2010 - August 2010
Job Auditor at BKD CPAs & Advisors
Industry Accounting
Experience
BKD CPAs & Advisors  January 2013 - Present
BKD, LLP  January 2011 - April 2011
UBS Financial Services   May 2010 - August 2010
Gordon Byers Attorney at Law Office   May 2005 - August 2009
Highland Golf and Country Club  May 2007 - August 2007

Education
Indiana University - Kelley School of Business   2011 — 2012
MSA, Accounting

Butler University - College of Business Administration   2007 — 2011
Accounting, Management Information Systems

Craig Kephart Craig Kephart Greater New York City Area Details
Craig Kephart's UBS Financial Services Experience August 2007 - January 2008
Job Experienced Global Service Management Delivery and Operations Manager, ITIL, Project Management and Six Sigma practices
Industry Information Technology and Services
Experience
Hewlett-Packard  May 2014 - Present
Global Service Delivery and Operations Manager, ITIL, Project Management and Six Sigma best practice   2014 - May 2014
Hewlett-Packard  March 2014 - April 2014
HP Enterprise Services  June 2012 - March 2014
HP Enterprise Services  June 2012 - September 2012
HP Enterprise Services  June 2011 - June 2012
Hewlett-Packard  February 2008 - December 2011
UBS Financial Services   August 2007 - January 2008
Raritan Inc.  October 2006 - August 2007
Merck and Co. Inc  April 2006 - July 2006

Skills
ITIL, IT Service Management, Incident Management, Process Development, IT Management, HP, Vendor Management, Outsourcing, Change Management, Team Leadership, Microsoft Exchange, Disaster Recovery, PMP, Project Management, Data Center, Cross-functional Team..., Integration, Process Improvement, Business Process, Servers, Security, PMO, Email, Process Simulation

Education
Monmouth University   1986 — 1990
B.S., Computer Science

Brookdale Community College   1978 — 1981
Associate in Science, Computer and Information Sciences and Support Services

Brookdale Community College   1978 — 1981
Bachelor of Science (BS), Management Information Systems and Services

Mika K. (Harding) Standard Mika K. (Harding) Standard Greater Philadelphia Area Details
Mika K. (Harding) Standard's UBS Financial Services Experience September 2002 - May 2005
Job Director of Development, Major Gifts at The Children's Hospital of Philadelphia
Industry Nonprofit Organization Management
Experience
The Children's Hospital of Philadelphia  January 2015 - Present
Leukemia and Lymphoma Society, Eastern PA Chapter   October 2013 - January 2015
Sidney Kimmel Cancer Center at Thomas Jefferson University and Hospitals   June 2012 - October 2013
Sidney Kimmel Cancer Center at Thomas Jefferson University and Hospitals   June 2011 - June 2012
American Association for Cancer Research  June 2006 - June 2011
UBS Financial Services   September 2002 - May 2005
UBSPaineWebber  October 2000 - June 2001

Skills
Community Outreach, Training, Social Networking, Program Management, Management, Marketing Strategy, Recruiting, Board Development, Community Development, Customer Service, Public Relations, Volunteer Management, Public Speaking, Event Planning, Marketing, Strategic Planning

Education
Bucknell University   1996 — 2000
BSBA, Management

Bishop Eustace Preparatory School   1992 — 1996
High School

Jonathan Rather Jonathan Rather Greater New York City Area Details
Jonathan Rather's UBS Financial Services Experience August 2012 - December 2012
Job Fixed Income Associate at BlackRock
Industry Financial Services
Experience
BlackRock  March 2015 - Present
UBS  May 2014 - March 2015
UBS Financial Services   August 2012 - December 2012
UBS Financial Services   May 2011 - September 2011
OTR Global  May 2010 - August 2010

Skills
Mutual Funds, Series 7, Valuation, Portfolio Management, Alternative Investments, Bloomberg, Analysis, Investments, Bloomberg Terminal, Securities, Hedge Funds, Asset Allocation, Bonds, Investment Strategies, Wealth Management, Investment Management

Education
Completed all 3 CFA exams, awaiting 4 years of experience to become Charterholder   2013 — 2014

Boston College   2008 — 2012
Bachelor's degree, Economics

Kelsey Pettijohn Kelsey Pettijohn Malibu, California Details
Kelsey Pettijohn's UBS Financial Services Experience January 2015 - May 2015
Job Student at California Lutheran University
Industry Events Services
Experience
UBS Financial Services   January 2015 - May 2015
U.S. Department of State   June 2014 - August 2014
California Lutheran University  September 2013 - May 2014
California Lutheran University  May 2012 - May 2014

Skills
Leadership, Exceptional Listener, Microsoft Excel, Microsoft Word, Microsoft Office, Solidworks, PowerPoint, Problem Solving

Education
California Lutheran University   2011 — 2015
Bachelor of Science (BS), International Business

Thomas Shochat Thomas Shochat Los Angeles, California Details
Thomas Shochat's UBS Financial Services Experience May 2002 - September 2002
Job Manager at Abby's Millstone Baking Company
Industry Food Production
Experience
Abby's Millstone Baking Company   August 2015 - Present
Pure Green Corp   March 2015 - July 2015
Anodizing Industries Inc.   July 2012 - December 2013
Elative   November 2011 - February 2012
PEAK6 Investments LP  February 2010 - October 2010
Consolidated Trading  September 2004 - August 2009
Jefferies LLC  May 2003 - September 2003
UBS Financial Services   May 2002 - September 2002
Roth Capital Partners  May 2001 - September 2001

Skills
Trading, Derivatives, Options, Equities, Financial Markets, Trading Systems, Hedge Funds, Capital Markets, Fixed Income, Risk Management, Commodity, Hedging, Financial Modeling, Electronic Trading, Anodizing, Bloomberg, Financial Risk

Education
Boston University   2000 — 2004
Bachelor of Science Business Admin., Finance, Law

Boston University   2000 — 2004
Bachelor of Business Administration (BBA), Finance

Peggy Liao Peggy Liao Greater San Diego Area Details
Peggy Liao's UBS Financial Services Experience October 2010 - December 2010
Job Investment Management Assistant at Allianz Global Investor
Industry Financial Services
Experience
Allianz Global Investors  May 2012 - June 2014
UBS Financial Services   October 2010 - December 2010
Huang-chi Stone Co. Ltd   July 2009 - August 2009
Aflac Insurance Company  July 2009 - August 2009

Skills
Fixed Income, Equities, Quantitative Finance, Monte Carlo Simulation, Valuation, Portfolio Management, Bloomberg, Derivatives, Quantitative Analytics, Investments, Equity Valuation, Financial Modeling, VBA, Equity Research, ETFs, Bloomberg Terminal, Microsoft Excel

Education
Boston University   2009 — 2010
Master of Science, Mathematical Finance

University of California San Diego   2006 — 2008
B.A., Mathematics and Economics

Michael G. Haire Michael G. Haire Charlotte, North Carolina Details
Michael G. Haire's UBS Financial Services Experience June 2007 - March 2010
Job Vice President of Fixed Income
Industry Investment Banking
Experience
LPL Financial  January 2012 - Present
MPS Fixed Income   March 2010 - January 2012
UBS Financial Services   June 2007 - March 2010
Zions Bank  2000 - 2007

Skills
Fixed Income, Credit, Structured Products, Bloomberg, Securities, Series 7, Bonds, Portfolio Management, Equities, Trading, Series 63, Derivatives, Investments, Commodity Markets, Capital Markets, Electronic Trading, Alternative Investments, Wealth Management, Asset Management, FINRA, Financial Markets, Hedge Funds, Options, Series 24, Trading Systems

Education
Brigham Young University   1998 — 2001
BS, Psychology

Barry Mitchell, Jr. Barry Mitchell, Jr. Rye, New York Details
Barry Mitchell, Jr.'s UBS Financial Services Experience November 2011 - Present
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services   November 2011 - Present
Merrill Lynch  September 2003 - November 2011
Wachovia Securities Financial Network  September 1999 - September 2003
Morgan Stanley Dean Witter  July 1997 - September 1999
Oppenheimer & Co.   August 1988 - July 1997

Education
Boston College   1983 — 1987
Bachelor's degree, Business

Iona Prep   1979 — 1983
High school

Joy Casserly Joy Casserly Greater Boston Area Details
Joy Casserly's UBS Financial Services Experience August 2007 - July 2012
Job Registered Private Wealth Associate, CFP (R) at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  July 2012 - Present
UBS Financial Services   August 2007 - July 2012

Skills
Process Improvement, FINRA, Wealth Management, Wealth, Financial Analysis, Microsoft Excel, Certified Financial...

Education
Boston College - Carroll School of Management   2004 — 2008
Bachelor of Science, Finance, Human Resources

Grace Lancaster Grace Lancaster Scottsdale, Arizona Details
Grace Lancaster's UBS Financial Services Experience June 2011 - August 2011
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard  November 2013 - Present
Shen Delta   January 2013 - July 2013
Guangzhou Worlda Cultural & Educational Consulting Services CO.LTD   September 2012 - December 2012
UBS Financial Services   June 2011 - August 2011
Cal Poly State University  September 2009 - September 2010
Café Madrid   August 2007 - September 2008

Skills
Finance, Series 7, Series 63, Mutual Funds, Microsoft Excel, Social Networking, PowerPoint, Microsoft Office, Teamwork, Beekeeping, Visual Basic, Matlab, Public Speaking, Leadership, Social Media

Education
California Polytechnic State University-San Luis Obispo   2008 — 2012
Bachelor of Science, Finance Concentration with Economics & Asian Studies Minors

Chiang Mai University   2011 — 2011
International Business

Omeida Language College - Yangshuo, China   2013 — 2013
Graduated Level 3 of 6, Mandarin Chinese

Barbara MacNair, LMT, Msc. Barbara MacNair, LMT, Msc. Greater New York City Area Details
Barbara MacNair, LMT, Msc.'s UBS Financial Services Experience December 2000 - June 2004
Job Founder/ Director
Industry Alternative Medicine
Experience
Mind, Body & Sole Wellness and Massage   January 2008 - Present
Instructor  March 2010 - Present
Various Spas and Chiropractors - Details upon request   December 2006 - Present
Ordained Minister  October 2010 - Present
Mind, Body & Sole Wellness and Massage   March 2015 - Present
Bavia Health  October 2010 - February 2012
180 Turning Lives Around, Inc.   2007 - 2009
MetLife  March 2005 - August 2005
UBS Financial Services   December 2000 - June 2004
Bear Stearns  June 2000 - November 2000

Skills
Stress Relief, Swedish, Reiki, Reflexology, Aromatherapy, Wellness, Bodywork, Health, Myofascial Release, Teaching, Holistic Health, Stress Management, Healing, Relaxation, Mentoring, Microsoft Office, Pregnancy, Team Building, Spa, Trigger Point Therapy, Rehabilitation, Excel, Meditation, Pain, Pain Management, Treatment, Deep Tissue Massage, Microsoft Excel, Sports Injuries, Therapists, Chair Massage, Chronic Pain, Stretching, Energy Healing, Therapeutic Massage, Stress, Yoga, Medical Massage, Prenatal Care, Wellbeing, Back Pain

Education
Institute for Therapeutic Massage   2006 — 2006

HS of Art & Design   1970 — 1974

University of Life

Brookdale Community College
on hold, Social Science

Steven von Kriegenbergh Steven von Kriegenbergh Greater Los Angeles Area Details
Steven von Kriegenbergh's UBS Financial Services Experience August 2004 - August 2006
Job Design Engineer at HITCO Carbon Composites
Industry Aviation & Aerospace
Experience
HITCO Carbon Composites  June 2013 - Present
Sidewinder Engineering Solutions   January 2011 - Present
Hornblower Cruises & Events  May 2009 - Present
Avery Brothers Enterprises   January 2010 - May 2013
Daytona Marina and Boatworks   May 2007 - December 2008
UBS Financial Services   August 2004 - August 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Outlook, Budgets, Strategic Planning, Sales, Engineering

Education
Embry-Riddle Aeronautical University   2006 — 2008
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical/Space Propulsion Engineering

California State University-Long Beach   2004 — 2006
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical/Space Engineering

Jeffrey Gersten Jeffrey Gersten Greater New York City Area Details
Jeffrey Gersten's UBS Financial Services Experience March 2013 - Present
Job Senior Vice President Wealth Management Senior Portfolio Manager
Industry Financial Services
Experience
UBS  April 2014 - Present
UBS Financial Services   March 2013 - Present
UBS Financial Services   March 2009 - March 2013
Morgan Stanley Smith Barney  February 2002 - February 2009
Merrill Lynch  September 1998 - February 2002

Education
Boston University   1994 — 1998
Bachelor of Science

Michael Cloutier, CFA Michael Cloutier, CFA Boston, Massachusetts Details
Michael Cloutier, CFA's UBS Financial Services Experience October 2009 - May 2011
Job Assistant Vice President, Research Analyst
Industry Investment Management
Experience
Merganser Capital Management  May 2011 - Present
UBS Financial Services   October 2009 - May 2011
UBS Financial Services   July 2007 - October 2009

Skills
Fixed Income, Investments, Series 7, Bloomberg, Asset Allocation, Financial Analysis, Finance, Strategic Financial..., Trading, Asset Management, Investment Management, Bonds, Due Diligence, Strategy, Equities, Business Development

Education
Bentley University   2004 — 2007
Bachelors of Science, Finance

R.M.I.T. University   2006 — 2006

Edward Capuano Edward Capuano Greater New York City Area Details
Edward Capuano's UBS Financial Services Experience January 1999 - December 2011
Job Account Transfer Representative at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  April 2012 - Present
UBS Financial Services   January 1999 - December 2011
CB2  September 2008 - March 2011

Skills
Customer Service, Sales, Recruiting, Accounting, Time Management, Financial Services, Loans, Brokerage Operations, Limited Partnerships, Mutual Funds, ACATS, NON ACATS, DRS, Employee Stock Options, Wire Transfers, Account Servicing, Mac, PC, New Recruits, High Net Worth..., Relationship Management, Partial ACATS, Guaranteed Accounts, IRAs, Simple IRA, Roth IRA, Securities

Education
Bergen Community College
Associates, Liberal Arts

Martin Baker CFP® Martin Baker CFP® Greater Boston Area Details
Martin Baker CFP®'s UBS Financial Services Experience April 2010 - October 2014
Job
Industry Investment Management
Experience
Fidelity Investments  October 2014 - Present
UBS Financial Services   April 2010 - October 2014
UBS Financial Services   October 2005 - April 2010
Principal Financial Group  July 2002 - September 2005
Eaton Vance Investments   June 2001 - June 2002

Skills
Wealth Management, Financial Planning, Finance, Investments, Mutual Funds, Series 7, Asset Management, Strategy, Equities, Portfolio Management, Retirement Planning, Asset Allocation

Education
Bentley University   1996 — 2001
Bachelor Of Science, Finance

New Canaan High School   1994 — 1996

Lillian Appleby Lillian Appleby Greater Los Angeles Area Details
Lillian Appleby's UBS Financial Services Experience May 1998 - January 2006
Job ARC, LLC. Managing Director
Industry Financial Services
Experience
Angeles Retirement Consulting, LLC   January 2006 - Present
UBS Financial Services   May 1998 - January 2006
SUTRO & Co  January 1992 - May 1998
SHEARSON LEHMAN HUTTON  January 1990 - January 1992

Education
TRAU/ UCLA Anderson School of Management   2012 — 2013
Certified 401(k) Professional Designation, Retirement Plan Specialist

University of California, Los Angeles
Professional Designation in Personal Financial Planning

California State University-Northridge
BA, ECONOMICS

Matthew Terry, CFP® Matthew Terry, CFP® Austin, Texas Area Details
Matthew Terry, CFP®'s UBS Financial Services Experience August 2003 - February 2006
Job VP, Insurance Investment Consultant
Industry Investment Management
Experience
BNY Mellon  July 2015 - Present
NFP Advisor Services  March 2014 - July 2015
Cetera Financial Specialists  July 2009 - March 2014
Genworth Financial  2009 - 2011
Genworth Financial  February 2006 - June 2009
UBS Financial Services   August 2003 - February 2006

Skills
CERTIFIED FINANCIAL..., Series 24, Series 7, Series 66, Life & Health Insurance..., Investments, Leadership, Mutual Funds, Practice Management, Retirement, Retirement Planning, Securities, Strategic Financial..., Trading, Bonds

Education
Binghamton University   1999 — 2003
Bachelors of Science, Economics with a Specialization in Finance

Bob Vorbeck Bob Vorbeck Boise, Idaho Area Details
Bob Vorbeck's UBS Financial Services Experience July 1999 - Present
Job Financial Advisor Wealth Management at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services   July 1999 - Present

Education
Boise State University   1984 — 1990
Business

Mark Walsh CFP®,CLU®,CPA, PMP Mark Walsh CFP®,CLU®,CPA, PMP San Francisco Bay Area Details
Mark Walsh CFP®,CLU®,CPA, PMP's UBS Financial Services Experience December 2006 - April 2008
Job President & Founder at Walsh Financial Consulting
Industry Financial Services
Experience
Walsh Financial Consulting   January 2013 - Present
Golden Gate University  January 2011 - Present
New York Life Insurance Company  April 2011 - January 2013
UBS Financial Services   December 2006 - April 2008
Ernst & Young & Cap Gemini Ernst & Young   February 1999 - January 2003
Conner Peripherals  January 1992 - April 1994
The Learning Company  January 1990 - June 1992

Skills
Finance, Strategic Financial..., Consulting, Financial Advisory, Insurance, Retirement, Financial Analysis, Corporate Finance, Financial Services, Estate Planning, Portfolio Management, Asset Allocation, Accounting, Wealth Management, Investments, Personal Finance, Asset Managment, Project Management, Corporate Financial..., Asset Management, Enterprise Systems...

Education
Golden Gate University   2008 — 2010
M.S., Financial Planning

Cal State Hayward   1990 — 1993
M.B.A., International Business

Bishop O'Dowd

UC Berkeley
B.S., Business Administration: Accounting & Finance

Walter Naeder Walter Naeder Greater New York City Area Details
Walter Naeder's UBS Financial Services Experience November 2013 - Present
Job Associate General Counsel at UBS Financial Services
Industry Legal Services
Experience
UBS Financial Services   November 2013 - Present
FINRA  July 2011 - November 2013
Seward & Kissel LLP  September 2001 - July 2011

Skills
Litigation, Securities, Trials, Commercial Litigation, Securities Regulation, AML, Investment Management, Financial Regulation, Securities Litigation, Investment Advisers Act, SEC, Corporate Governance, Bankruptcy, Courts, Due Diligence, FINRA, Legal Writing, Corporate Law, Equities, Financial Services, Investment Advisory, Legal Compliance, Legal Research

Education
Brooklyn Law School   1998 — 2001
JD, cum laude

Kaitlyn Rose Kaitlyn Rose Greater Boston Area Details
Kaitlyn Rose's UBS Financial Services Experience June 2007 - June 2008
Job Sales Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  May 2015 - Present
UBS Financial Services Inc  September 2013 - May 2015
UBS Financial Services Inc  June 2008 - September 2013
UBS Financial Services   June 2007 - June 2008

Education
Boston College   2007 — 2008
MA, Developmental & Educational Psychology

Boston College   2003 — 2007
BA, Psychology

Sarah Fitzer Sarah Fitzer Greater New York City Area Details
Sarah Fitzer's UBS Financial Services Experience May 2010 - September 2010
Job Labor Relations Analyst
Industry Financial Services
Experience
The City of New York Office of Labor Relations  July 2014 - Present
The City of New York Office of Labor Relations  July 2012 - July 2014
Platinum Tax   January 2012 - April 2012
Southeastern Investment Group Corp   May 2011 - December 2011
Esslinger Wooten Maxwell  May 2011 - December 2011
UBS Financial Services   May 2010 - September 2010
Human Services Coalition  December 2009 - May 2010
Bloomberg for Mayor 2009  April 2009 - July 2009
Time Warner Cable  August 2008 - November 2008
BU College of Engineering, Graduate Programs Office   January 2006 - August 2007

Skills
Microsoft Excel, Marketing, Microsoft Word, Microsoft Office, PowerPoint, Project Management, Budgets, Financial Analysis, Access, Management, Accounting

Education
University of Miami - School of Business   2009 — 2011
MBA, Finance and Management

Boston University   2004 — 2008
BA, Foreign Policy and Security, Africa and the Middle East

University of Amsterdam   2007 — 2007
International Relations

Barrett Rydell Barrett Rydell Lima, Ohio Area Details
Barrett Rydell's UBS Financial Services Experience 2007 - 2009
Job Senior Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  February 2012 - Present
Lima Memorial Health System  January 2006 - Present
Stifel Nicolaus & Company, Inc   September 2009 - February 2012
UBS Financial Services   2007 - 2009
McDonald Investments, Inc  October 1984 - February 2007
Lima Memorial Hospital  January 1990 - December 1996
Timmerman Sales Company   April 1975 - September 1984
The Ohio Company  January 1974 - April 1975
Columbia Gas System Service Corporation   1970 - 1974
Marathon Oil Company  1967 - 1970

Skills
Investments, Mutual Funds, Securities, Retirement Planning, Financial Analysis, Alternative Investments, Registered Investment..., Bonds, Fixed Income, Equities, Capital Markets, Strategic Investment..., Asset Allocation, Finance, Series 65, Leadership, Team Building

Education
Bowling Green State University   1969 — 1970
Post Grad - Economics

Ohio Northern University   1962 — 1966
BA & BS, Economics, Finance and Bus. Adm.

William A Shine, Great Neck South H S   1958 — 1962
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Jeff Bowman Jeff Bowman Greater Los Angeles Area Details
Jeff Bowman's UBS Financial Services Experience January 2001 - January 2003
Job Vice President of Mortgage Lending at Guaranteed Rate
Industry Financial Services
Experience
Guaranteed Rate  November 2013 - Present
Emery Federal Credit Union  March 2011 - October 2013
www.bestjumborate.com   September 2002 - March 2011
2003-2011   May 2003 - 2011
UBS  June 2001 - May 2003
UBS Financial Services   January 2001 - January 2003
UBS Wealth Management  2000 - 2002
Intrepid Securities   January 1998 - January 2001
Wells Fargo Bank  January 1996 - January 1998

Skills
Investments, Credit, Loans, Mortgage Lending, Real Estate, Management, Strategic Planning, Leadership, Marketing, Finance, Sales, Banking, Portfolio Management, Strategic Financial..., Commercial Lending, Commercial Real Estate, Strategy, Credit Analysis, Capital Markets, Mortgage Banking, Residential Mortgages, Refinance, VA loans, FHA financing, ARM, Fixed Rate Mortgages, Reverse Mortgages, Jumbo Mortgage, Harp, Customer Service, First Time Home Buyers

Education
California State University-Fullerton, Mihaylo College of Business and Economics   1995 — 2000
BA, Economics

Cal State Fullerton
Finance within

Matthew Los Kamp Matthew Los Kamp Greater Boston Area Details
Matthew Los Kamp's UBS Financial Services Experience June 2012 - August 2012
Job Data Science Operations at EMC
Industry Information Technology and Services
Experience
EMC  August 2015 - Present
EMC  July 2014 - July 2015
EMC  July 2013 - July 2014
Bryant University  September 2010 - May 2013
UBS Financial Services   June 2012 - August 2012

Skills
Statistics, Outlook, Teamwork, Leadership, Finance, Leadership Development

Education
Bryant University
Graduate Certificate in Business Analytics

Bryant University   2009 — 2013
Business Administration, Concentration in Management, Minors in Economics and Applied Statistics, Honors Program Graduate

University of Auckland   2011 — 2011
Study Abroad

Babylon High School   2006 — 2009
Advanced Regents Diploma

Andrew Heil Andrew Heil San Diego, California Details
Andrew Heil's UBS Financial Services Experience July 2002 - August 2003
Job Assistant Vice President, Banking and Investments
Industry Financial Services
Experience
Bank of America Merrill Lynch  June 2015 - Present
National Funding  April 2014 - May 2015
Bank of America  January 2010 - April 2014
AmeriFirst Financial, Inc.   August 2012 - August 2013
Financial Additions  May 2008 - December 2009
Academic Loan Group  August 2003 - April 2007
UBS Financial Services   July 2002 - August 2003

Skills
Loans, Mortgage, Real Estate, Online Marketing, Financial Analysis, Finance, Mortgage Banking, Strategic Planning, Banking, Credit, Sales, Budgets, Investments, Strategic Financial..., Recruiting, Asset Managment, Mortgage Lending, Refinance, FHA, Management, Residential Mortgages, Loan Origination, VA loans, Investors, Underwriting, Commercial Lending, Asset Management, Investment Properties, Portfolio Management, FHA financing, Team Building, Reverse Mortgages, Risk Management, New Business Development, Mortgage Underwriting, Real Estate Financing, Foreclosures, Cash Management, Small Business, First Time Home Buyers, Sales Management, Credit Analysis, REO, Referrals, Short Sales, Consumer Lending, Real Estate Economics, Real Estate Transactions, USDA

Education
University of Notre Dame
BA, Program of Liberal Studies

California State University-San Marcos
Masters, Literature and Writing

American Academy of Dramatic Arts
Associates, Theatre

Thien Truong Thien Truong Orange County, California Area Details
Thien Truong's UBS Financial Services Experience April 2007 - December 2009
Job Customer Service Guru
Industry Utilities
Experience
Southern California Gas Company  May 2014 - Present
The Gas Company  October 2013 - May 2014
National University  September 2011 - October 2013
UBS Financial Services   April 2007 - December 2009
South Coast Plaza  November 2005 - January 2006
Next Generation Business Resources   May 2004 - February 2005
Amy's Fashion   February 2002 - April 2004

Skills
Customer Service, Finance, Time Management, Microsoft Office, PowerPoint, Email Marketing, Accounting, Marketing Research, Microsoft Excel, Social Media Marketing, Social Networking, Leadership, Weapons Handling, Renewable Energy Policy, Banking

Education
California State University-Fullerton   2005 — 2007
Bachelor of Arts, Business Administration; Finance

Jesse Masterson Jesse Masterson Greater Boston Area Details
Jesse Masterson's UBS Financial Services Experience December 2007 - Present
Job Senior Retirement Plan Consultant
Industry Financial Services
Experience
UBS Financial Services   December 2007 - Present
Bear Stearns  May 2007 - December 2007

Education
Boston University Questrom School of Business

Blaine Webb Blaine Webb Colorado Springs, Colorado Area Details
Blaine Webb's UBS Financial Services Experience Vice President of SalesAmerican Energy Resources2006 - 2007
Job Registered Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services   Vice President of SalesAmerican Energy Resources2006 - 2007

Education
Brigham Young University   1993 — 2006
Bachelor's, Advertising, Business

Josie Edmonds Josie Edmonds Miami/Fort Lauderdale Area Details
Josie Edmonds's UBS Financial Services Experience January 2001 - January 2003
Job Registered Support Assistant at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc.  March 2013 - Present
Platinum Broker Transition Services   January 2012 - Present
Morgan Stanley Smith Barney  April 1994 - January 2012
Morgan Stanley Smith Barney  2003 - 2012
Citi Smith Barney  2003 - 2009
UBS Financial Services   January 2001 - January 2003
UBS  2001 - 2003
U.S. Army Reserve   1995 - 2003
Smith Barney  January 1994 - January 2001

Skills
Bi-lingual, Series 7, 63, 9 & 10, Series 7, Hiring, Multilingual, Recruiting, Banking, Interviews, Human Resources, Accounts Payable, Payroll, Training, Office Management, Insurance

Education
United States Army Reserve   1994 — 2002

Legal Career Institute

Broward College

Jonathan Sarver Jonathan Sarver Kansas City, Missouri Details
Jonathan Sarver's UBS Financial Services Experience January 1999 - April 2009
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  May 2013 - Present
RBC Wealth Management  April 2009 - May 2013
UBS Financial Services   January 1999 - April 2009

Education
Seton Hall University School of Law   1993 — 1996
Juris Doctor (Law)

Boston University   1988 — 1993
Bachelor of Arts (B.A.), Political Science and Government

Michael Curcio Michael Curcio Greater New York City Area Details
Michael Curcio's UBS Financial Services Experience May 2011 - August 2011
Job Business Development at Columbus Delivery & Logistics
Industry Logistics and Supply Chain
Experience
Columbus Delivery & Logistics   June 2012 - Present
Morgan Stanley Smith Barney  May 2011 - August 2011
UBS Financial Services   May 2011 - August 2011
Make-A-Wish Foundation of Metro New York  January 2006 - January 2008

Skills
Economics, Trading, Social Networking, Problem Solving, Organization, Communication, Inter-personal, PC, Mac, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, FrontPage, Quicktime, Bloomberg Terminal, Stata, Spanish, Analysis, Business Development, Leadership, Management, Sales, Operations Management, Strategic Planning

Education
Boston College   2008 — 2012
BA, Economics

Pamela Mitchell, CRPC, CFP® Pamela Mitchell, CRPC, CFP® Naples, Florida Area Details
Pamela Mitchell, CRPC, CFP®'s UBS Financial Services Experience October 2007 - May 2010
Job CERTIFIED FINANCIAL PLANNER (TM) at UBS
Industry Capital Markets
Experience
UBS Financial Services, Inc.   October 2007 - Present
UBS  October 2007 - Present
UBS Financial Services   October 2007 - May 2010
Strategic Pathways   September 1995 - September 2006
Monarch Marking Systems  1984 - 1989

Skills
Strategic Financial..., Series 7, Wealth Management, Finance, Strategic Planning, Certified Financial..., Asset Management, Estate Planning, Investments, Series 63, Retirement Planning, Asset Allocation, Alternative Investments, Tax, Marketing, Portfolio Management

Education
Wright State University   1983 — 1986
Masters of Business Administration, Finance

Bowling Green State University   1979 — 1982
Bachelor of Science, Business Administration

Jeffrey Boudjouk Jeffrey Boudjouk Providence, Rhode Island Area Details
Jeffrey Boudjouk's UBS Financial Services Experience August 2007 - Present
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services   August 2007 - Present
Morgan Stanley  January 1997 - August 2007

Education
Bryant University   1994 — 1998
Bachelor of Science (B.S.), Finance

Lincoln High School   1990 — 1994

Deanna (Dede) Falcone, MPA Deanna (Dede) Falcone, MPA Greater Seattle Area Details
Deanna (Dede) Falcone, MPA's UBS Financial Services Experience January 2002 - March 2004
Job Director at EquiLytics Consulting LLC
Industry Public Policy
Experience
EquiLytics Consulting   January 2012 - Present
City of Sammamish  June 2012 - September 2012
University of Washington, Evans School of Public Affairs  August 2010 - March 2012
University of Washington  2010 - 2012
Wilder BOD   2009 - 2010
Wishing Stone Prospect Research   June 2007 - July 2009
University of Washington  2007 - 2008
UBS Financial Services   January 2002 - March 2004
Network Computing Architects  March 1997 - May 1998
Xyplex Networks (MRV Communications)   February 1996 - February 1997

Skills
Policy Research, Policy Analysis, Emergency Management..., Incident Command, Fundraising, Strategic Negotiations, Strategic Communications, Public Policy, Program Development, Systems Thinking, Program Evaluation, Strategic Planning, Non-profits, Public Speaking, Program Management, Grant Writing, Organizational..., Community Building, Prospect Research, Nonprofits, Local Government, Grants, Leadership, Strategy, Policy, Community Development, Training, Analysis, Sustainability, Research, Editing, Politics, Project Management, Volunteer Management, Community Outreach, Project Planning, Management

Education
University of Washington   2007 — 2008
certificate, Nonprofit Fundraising Management

University of Washington   2005 — 2006
Certificate, Nonprofit Fundraising and Nonprofit Management

Bellevue Art Museum   2000 — 2001
Certificate, Museum Studies Docent

Bluffton University   1991 — 1995
BA, Fine Art, Psychology

University Maria Curie-Skłodowska   1993 — 1993
cultural study abroad, art, history and language

Upper Scioto Valley H.S.   1989 — 1991
HS Diploma, General

Aleksey Rakhlin Aleksey Rakhlin Greater New York City Area Details
Aleksey Rakhlin's UBS Financial Services Experience July 2006 - July 2008
Job Software Engineer at Kronos
Industry Computer Software
Experience
Kronos  May 2012 - Present
SunGard Consulting Services  May 2010 - May 2012
DB Schenker  July 2008 - May 2010
UBS Financial Services   July 2006 - July 2008
Chem-Tainer Industries Inc.   December 2005 - January 2006

Skills
Java, JavaScript, Flex, Oracle, MySQL, DB2, Spring, Hibernate, Struts, SQL, HTML/XML, JUnit, Eclipse, Java Enterprise Edition, Software Development, SDLC, Agile Methodologies, Tomcat, Databases, HTML, JSP, XML, Design Patterns, REST

Education
Binghamton University   2002 — 2006
Bachelors, Computer Science

Danna Wolfson Danna Wolfson Plano, Texas Details
Danna Wolfson's UBS Financial Services Experience September 2015 - Present
Job Registered NFA
Industry Financial Services
Experience
UBS Financial Services   September 2015 - Present
D Magazine  March 2010 - Present
Merrill Lynch  March 2014 - September 2015
Edward Jones investments  January 2012 - March 2014
Tea Party Tribune, Tea Party Review Magazine, Voices Empowered   January 2011 - February 2012
Southern Methodist University  August 2003 - May 2011

Skills
Fundraising, Public Speaking, Editing, Social Media, Strategic Planning, Teaching, Blogging, Social Networking, Creative Writing, Event Planning, Public Relations, Leadership, Copywriting, Sales, Finance, Dance, Entrepreneurship, Investments, Nonprofits, Research, Wealth Management, Risk Management

Education
Southern Methodist University   2003 — 2005
MFA, Dance Choreography

Butler University   1994 — 1998
BS, Performing Arts

Christopher Dewey Christopher Dewey Charlestown, Massachusetts Details
Christopher Dewey's UBS Financial Services Experience September 2000 - March 2009
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  March 2009 - Present
UBS Financial Services   September 2000 - March 2009

Education
Boston University Questrom School of Business

Jean Paul Francois, MBA Jean Paul Francois, MBA Greater New York City Area Details
Jean Paul Francois, MBA's UBS Financial Services Experience January 2012 - April 2012
Job Data Analyst
Industry Financial Services
Experience
Douglas Elliman Real Estate  February 2015 - Present
(USTA) United States Tennis Association   June 2015 - Present
Calvary Portfolio Services, LLC   July 2012 - April 2015
UBS  January 2012 - April 2012
UBS Financial Services   January 2012 - April 2012
Berkeley College  December 2010 - January 2012

Skills
Customer Service, Finance, Microsoft Office, Sales, Analysis, PowerPoint, Microsoft Excel, Time Management, Access, Leadership, Research, Microsoft Word, Teamwork, Strategic Planning, Management, Accounting, Insurance, Outlook, Training, Public Speaking, Data Entry, Social Media, Event Planning, Team Leadership, Event Management, Community Outreach, Portfolio Management, MS Word, Excel, Fundraising, Retail, Telephone Skills, MS Excel Pivot Tables, Vlookup, Financial Modeling, Social Networking, Financial Services, Financial Analysis, Budgets, Team Building

Education
Investment Banking Institute   2015 — 2015
Certificate, Financial Modeling and Valuation

Mercy College   2013 — 2014
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law

Berkeley College   2009 — 2012
Bachelor's Degree, Financial Services, Cum Laude

University of Connecticut

Trish Hatch Trish Hatch Greater Salt Lake City Area Details
Trish Hatch's UBS Financial Services Experience September 2008 - February 2011
Job Director at Women's Leadership Institute
Industry Nonprofit Organization Management
Experience
Women's Leadership Institute  2015 - Present
Wilson Davis & Co.   April 2014 - December 2014
Salt Lake Chamber  November 2011 - May 2014
UBS Financial Services   September 2008 - February 2011
DA Davidson   November 2007 - September 2008
Smith Barney  August 1997 - November 2007
First Western Advisors  September 1994 - July 1997
First Capital Securities   June 1988 - August 1994

Skills
Fixed Annuities, Series 63, Training, Series 7, Investments, Retirement Planning, Customer Service, Financial Services, Uniform Combined State..., Finance, Management, Sales, Mutual Funds, Financial Analysis, Wealth Management, Human Resources, Public Relations, Small Business, Public Speaking, Stock Trading, Strategic Planning, Team Building, Leadership, Problem Solving

Education
Brigham Young University   1979 — 1982
Bachelor's Degree, Communication

Kyle T Kadish Kyle T Kadish Greater Boston Area Details
Kyle T Kadish's UBS Financial Services Experience August 2004 - October 2007
Job Regional Vice President
Industry Financial Services
Experience
Provasi Capital Partners   June 2014 - Present
NCAA  September 2013 - Present
USA Hockey  October 2008 - Present
Natixis Global Asset Management  April 2012 - May 2014
Natixis Global Asset Management  October 2007 - April 2012
UBS Financial Services   August 2004 - October 2007

Skills
Alternative Investments, Asset Allocation, Asset Management, Wealth Management, FINRA, Equities, Fixed Income Strategies, Practice Management, Financial Services, Series 66, Series 7

Education
Bryant University
Bachelor of Science (B.S.)

Marty Naylor Marty Naylor Greater Los Angeles Area Details
Marty Naylor's UBS Financial Services Experience 2010 - 2011
Job Customer Support & Fulfillment Specialist
Industry Entertainment
Experience
ScoreBig Inc  2015 - Present
Silicon Valley Bank  2011 - 2014
UBS Financial Services   2010 - 2011
UBS Financial Services   2009 - 2010
Redwood City Electric  2005 - 2009
San Jose Giants  2005 - 2005

Skills
Business Development, Account Management, Sales, Marketing, New Business Development, Banking, CRM, Customer Service, Leadership, Product Management, Strategy

Education
California State University-Chico   2002 — 2005
Bachelor of Science, Business - Marketing

Amanda Kate Richards Amanda Kate Richards New York, New York Details
Amanda Kate Richards's UBS Financial Services Experience May 2007 - August 2007
Job Senior Writer at LifeBuzz Media LLC, Fashion & Beauty Features Writer at Bustle
Industry Writing and Editing
Experience
Bustle  March 2015 - Present
LifeBuzz Media LLC   January 2015 - Present
Neungyule Education   April 2013 - July 2014
Schools and Institutes throughout Korea   February 2010 - July 2014
Gogobot  May 2014 - June 2014
Virginia Marti College of Art & Design   May 2009 - February 2010
UBS Financial Services   May 2007 - August 2007
Rust Records  May 2006 - August 2007
Cleveland State University  May 2005 - May 2007
Whelan Communications   May 2006 - December 2006

Skills
Copy Editing, Proofreading, Journalism, Editing, Creative Writing, Feature Articles, Web Content, Blogging, Editorial, Freelance Writing, Copywriting, Storytelling, Magazines, Non-fiction, AP Style, Publications, Newspapers, News Writing, Newsletters, Fiction

Education
Cleveland State University   2005 — 2007
Bachelor of Arts (B.A.), Journalism

Bowling Green State University   2003 — 2005

Mark deVries, CFA, CAIA Mark deVries, CFA, CAIA Greater Philadelphia Area Details
Mark deVries, CFA, CAIA's UBS Financial Services Experience September 2001 - September 2005
Job Director of Manager Research at Threshold Group
Industry Financial Services
Experience
Threshold Group  October 2012 - Present
Threshold Group  April 2010 - October 2012
Ashbridge Investment Management  October 2005 - March 2010
UBS Financial Services   September 2001 - September 2005

Skills
Asset Allocation, Portfolio Management, Investments, Investment Strategies, Asset Management, Equities, Financial Modeling, Alternative Investments, Wealth Management, Fixed Income, Hedge Funds, Capital Markets, Private Equity, Valuation, Investment Management

Education
Bucknell University   1997 — 2001
BSBA, Business Administration and Management, General

Gregory Kinkead Gregory Kinkead Las Vegas, Nevada Details
Gregory Kinkead's UBS Financial Services Experience November 2002 - June 2004
Job CEO/Partner at Kinkead Wealth Management and Gregory Joseph Group (Downtown Summerlin) Gregoryjosephgroup.com
Industry Financial Services
Experience
Gregory Joseph Group/Kinkead Wealth Management   June 2004 - Present
Ameriprise Financial Services  December 2008 - January 2010
UBS Financial Services   November 2002 - June 2004
Smith Barney  February 1994 - November 2002

Skills
18 Years of..., Securities, Financial Services, Wealth Management, Financial Goals, Finance, Retirement Planning, Fixed Annuities, Financial Modeling, Asset Allocation, Asset Management, Portfolio Management, Due Diligence, Series 7, FINRA, Retirement, Series 63, Investment Strategies, Mutual Funds, Investment Advisory, Small Business, Financial Advisory, Mergers & Acquisitions, Equities, 401k, Financial Planners, Wealth, Alternative Investments, Business Planning, Bonds, ETFs, Estate Planning, IRAs, Fixed Income, Options, Wealth Management..., Investment Management, Funding, Hedge Funds

Education
California State University-Fullerton   1987 — 1990
Bachelor's degree, Finance, General

Sonora High School   1984 — 1987

Andrew Bertha Andrew Bertha Encinitas, California Details
Andrew Bertha's UBS Financial Services Experience June 2011 - July 2011
Job Management Development Intern at Marriott International
Industry Real Estate
Experience
Marriott International  July 2015 - August 2015
Bridge Investment Group Partners, LLC   April 2015 - June 2015
Peak Capital Partners  January 2015 - April 2015
Bony Acai USA   June 2014 - August 2014
UBS Financial Services   June 2011 - July 2011
Two Harbors Trading   August 2009 - June 2010

Skills
Public Speaking, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word

Education
Brigham Young University   2011 — 2017
Bachelor of Science in Finance, Finance, Sophomore

Lorraine McClellan Lorraine McClellan New York, New York Details
Lorraine McClellan's UBS Financial Services Experience May 2011 - August 2011
Job Middle Markets GTP Intern at UBS Wealth Management
Industry Higher Education
Experience
United Technologies  July 2014 - Present
Bentley University  August 2010 - May 2014
UBS Wealth Management  June 2013 - August 2013
The Award Group  May 2012 - September 2012
UBS Financial Services   May 2011 - August 2011
Green Mansions Swim and Tennis Club   May 2008 - August 2010

Skills
Knowledge of Crystal..., Knowledge of Bloomberg, Knowledge of Consult..., Knowledge of FactSet, Proficiency in..., Proficiency in Excel, Proficiency in Power..., Proficiency in Outlook, Bloomberg Certified, Bloomberg, CRM, Analysis, Economics, Finance, Management, Sales, Time Management, Research

Education
Bentley University   2010 — 2014
Bachelor of Science, Economics-Finance, Sophmore

Royal Holloway, University of London   2012 — 2013

Iris Diaz Iris Diaz United States Details
Iris Diaz's UBS Financial Services Experience 1988 - 2012
Job
Industry Computer Software
Experience
UBS Financial Services   1988 - 2012
PaineWebber, Inc.   1995 - 1999
New York Hilton & Towers   1986 - 1988

Skills
SDLC, Microsoft Excel, Program Management, Change Management, Microsoft Office, PowerPoint, Risk Management, Business Analysis, Process Improvement, Software Documentation, Visio, Access, Project Management, Vendor Management, Disaster Recovery

Education
Caldwell College   1998 — 2000
Bachelor of Science (B.S.), Business Administration

Saint Peter's College - Jersey City, NJ
Associate of Arts and Sciences (A.A.S.), Public Policy

Kay Mutton Kay Mutton Buffalo/Niagara, New York Area Details
Kay Mutton's UBS Financial Services Experience September 2008 - May 2012
Job Senior Registered Associate
Industry Investment Banking
Experience
Morgan Stanley  May 2014 - Present
UBS Financial Services   September 2008 - May 2012
Merrill Lynch  September 2001 - September 2008
Smith Barney  September 1998 - September 2001
CIBC World Markets  May 1995 - September 1998
Bear Stearns  October 1983 - May 1995

Skills
Series 7, Fixed Income, Series 63, Securities, Mutual Funds, Wealth Management, Uniform Combined State..., FINRA, Retirement Planning, Customer Service, Coaching, Fundraising, Equities, Bloomberg, Non-profits, Asset Allocation, CRM

Education
Bryant & Stratton College   1963 — 1965

Calvin Mooney Calvin Mooney Hartford, Connecticut Area Details
Calvin Mooney's UBS Financial Services Experience October 2007 - August 2010
Job Purchasing Manager at Stamford Hospital
Industry Hospital & Health Care
Experience
Stamford Hospital  November 2013 - Present
Stamford Hospital  February 2013 - November 2013
Bloomberg LP  December 2012 - February 2013
Stonebridge Builders, LLC   September 2010 - September 2012
UBS Financial Services   October 2007 - August 2010
Winston & Winston, P.C.   October 2005 - July 2007

Skills
Contract Management, Legal Compliance, Strategic Financial..., Contract Negotiation, Business Efficiency, Contract Law, Procurement, Strategic Sourcing, Bidding Process, RFP Design, Budgets, Negotiation, Finance, Process Improvement, Healthcare, Management, Financial Planning, Strategic Planning

Education
Harvard Business School   2015 — 2015
HBX CORe, Business Administration and Management, General, Expected Certification: 12/15

New York Law School   2002 — 2005
Doctor of Law (J.D.), Contract Law

Boston College   1998 — 2002
BA, History, Pre-law Program

Frank Edsall III Frank Edsall III Greater Los Angeles Area Details
Frank Edsall III's UBS Financial Services Experience November 2003 - October 2004
Job Wealth Advisor Consultant @ Ridgeworth Investments
Industry Financial Services
Experience
RidgeWorth Investments  October 2014 - Present
Natixis Global Asset Management  February 2011 - April 2014
Genworth Financial  January 2007 - January 2011
AIG SunAmerica Mutual Funds   October 2004 - December 2006
UBS Financial Services   November 2003 - October 2004
Allmerica Financial  2000 - 2001

Skills
Series 63, Mutual Funds, Series 6, Management, Retirement Planning, Insurance, Separately Managed..., Series 7, Marketing, Fixed Annuities

Education
National University   1997 — 1998
Education, Elementary Teaching Credential

California State University San Marcos
B.A., Liberal Studies

Sarah Henry Sarah Henry New York, New York Details
Sarah Henry's UBS Financial Services Experience March 2009 - May 2009
Job Business Development at Sullivan & Cromwell LLP
Industry Legal Services
Experience
Sullivan & Cromwell LLP  August 2014 - Present
Bain & Company  April 2014 - August 2014
Bain & Company  November 2011 - March 2014
Verisk Health  February 2011 - November 2011
The Boston Consulting Group  September 2010 - January 2011
UBS Financial Services   March 2009 - May 2009

Skills
Mergers & Acquisitions, Process Improvement, Change Management, Microsoft Excel, Microsoft Office, Business Development, PeopleSoft, Organizational..., Organizational Culture, Management

Education
Bentley University   2008 — 2010
Bachelor of Science, Economics and Finance

Dean Ossola Dean Ossola Orange County, California Area Details
Dean Ossola's UBS Financial Services Experience 2000 - 2007
Job Managing Director at Ossola Wealth Managment
Industry Financial Services
Experience
Ossola Wealth Managment   February 2007 - Present
UBS Financial Services   2000 - 2007
Microsoft Corporation  1991 - 1999

Education
University of California, Berkeley, Haas School of Business   2005 — 2006
CIMA(r), Investment Management

University of California, Irvine   1995 — 1998
MBA, Business

Brigham Young University   1983 — 1989
B.S., Business Management

Deepti Sataluri Deepti Sataluri Greater Boston Area Details
Deepti Sataluri's UBS Financial Services Experience September 2009 - May 2010
Job Senior Social Media Engagement Manager at EMC
Industry Marketing and Advertising
Experience
EMC  July 2015 - Present
EMC  July 2013 - June 2015
EMC  July 2012 - July 2013
Hill Holliday/Erwin-Penland   June 2011 - August 2011
Hill Holliday  January 2011 - April 2011
The Walt Disney Company  September 2010 - December 2010
Kimpton Hotels  May 2010 - August 2010
UBS Financial Services   September 2009 - May 2010

Skills
Social Media, Marketing Strategy, Social Media Marketing, Market Research, PowerPoint, Marketing, Event Planning, Facebook, Account Management, Microsoft Office, Project Management, Microsoft Excel, Customer Service, Public Speaking, Management, Leadership, Strategy, Competitive Analysis, Training, Sales, Analysis, Program Management

Education
Boston University   2008 — 2012
Bachelor of Science, Hospitality Administration, Business Management

Casey Balint Casey Balint Greater New York City Area Details
Casey Balint's UBS Financial Services Experience April 2007 - April 2009
Job Special Projects Manager at Gilda's Club
Industry Marketing and Advertising
Experience
AEG Worldwide/Devils Arena Entertainment   October 2007 - Present
Gilda's Club  June 2013 - November 2014
MetLife Stadium  March 2012 - December 2012
HSM Advertising   December 2011 - March 2012
Comcast-Spectacor Foundation   January 2011 - June 2011
Philadelphia Flyers  January 2010 - January 2011
UBS Financial Services   April 2007 - April 2009

Skills
Events, Sports Marketing, Advertising, Sports, Social Media, Live Events, Media, Creativity, Innovativeness, Social Media Marketing, Editing, Broadcast, Ticket Sales, Sponsorship, Digital Media, Facebook, Marketing, Press Releases, Non-profits..., Non-profit..., QuarkXPress, Photoshop, Sports Venues, Control Room, Creative Writing, Dreamweaver, Vertical Response, Adobe Creative Suite, Adobe Acrobat, LED Displays, Twitter, Event Management, Donor Perfect, Event Planning, Email Marketing, Media Relations, Video, Sports Management, Social Networking, Fundraising, Final Cut Pro, Video Production, Publicity

Education
Boston University, College of Communication   2002 — 2006
Bachelor of Science, Film and Television

Boston University
Bachelor's degree

Cristin (McGill) Bennett Cristin (McGill) Bennett San Francisco, California Details
Cristin (McGill) Bennett's UBS Financial Services Experience June 2007 - August 2007
Job Event Coordinator & Assistant to Cyber Security Team at AGC Partners
Industry Investment Banking
Experience
AGC Partners  March 2015 - Present
Kidder Mathews  March 2014 - March 2015
Mt. Whitney Capital Partners, LLC   August 2012 - January 2014
Baxter & Associates, Inc.; SII Investments, Inc.   June 2010 - August 2012
San Mateo County District Attorney Office   June 2009 - August 2009
UBS Financial Services   June 2007 - August 2007

Skills
COBRA, Recruiting, Disability Insurance, Retirement, 401k, Self-funded, Real Estate Transactions, Real Estate Investor, Onboarding, Life Insurance, Benefits Administration, FMLA, ERISA, Employee Benefits, Investments, Health Insurance, PowerPoint, Microsoft Excel, Event Planning, Sales, Time Management, Customer Service, Salesforce.com

Education
California State University-Chico   2006 — 2010
B.A., Business, Project Managment

Natalie DiBuduo Natalie DiBuduo Fresno, California Area Details
Natalie DiBuduo's UBS Financial Services Experience March 2003 - August 2004
Job Business Development Director, Go Red for Women Campaign at American Heart Association
Industry Marketing and Advertising
Experience
American Heart Association  December 2010 - Present
American Heart Association American Stroke Association  2010 - 2013
Chukchansi Gold Resort & Casino  September 2007 - January 2010
Chukchansi Gold Resort & Casino  September 2007 - January 2010
Jeffrey/Scott Advertising   August 2004 - September 2007
UBS Financial Services   March 2003 - August 2004
Wells Fargo Bank  January 1998 - January 2003

Skills
Sponsorship, Social Media, Team Building, Brand Development, Event Planning, Marketing, Event Management, Advertising, Public Relations, Operations Management, CRM, Teamwork, Internal Communications, Strategic Planning, Microsoft Word, Media Relations, Cross-functional Team...

Education
California State University   1998 — 2002
Bachelor of Arts, Mass Communications & Journalism

California State University, Fresno   1998 — 2002
BA, Advertising - Mass Communications and Journalism

Dennis Barba, Jr., Ph.D. Dennis Barba, Jr., Ph.D. Cleveland/Akron, Ohio Area Details
Dennis Barba, Jr., Ph.D.'s UBS Financial Services Experience January 2009 - May 2015
Job President Oxford Harriman & Co. of Wells Fargo Advisers, LLC
Industry Financial Services
Experience
Oxford Harriman & Company   May 2015 - Present
UBS Financial Services   January 2009 - May 2015
Weatherhead School of Management  December 2001 - December 2010

Education
California Coast University   1999 — 2004
MBA, Business Administration - Finance

California Coast University   1999 — 2004
Ph.D., Business Administration - Finance

Columbia University - Columbia Business School   1999 — 1999
CSEP, Senior Executive Management

Miami University   1987 — 1989
BS, Economics

University of San Francisco   1986 — 1987
Accounting

Andre C McCoy Andre C McCoy Greater Philadelphia Area Details
Andre C McCoy's UBS Financial Services Experience 2002 - 2006
Job “Leadership, Initiative and Innovation”
Industry Information Technology and Services
Experience
Wheatley SPI, LLC   August 2011 - Present
ePortation Inc   August 2010 - July 2011
SMART Strenghtening Mid Atlantic Region for Tomorrow   February 2008 - July 2011
US Army  January 1992 - July 2010
ECOMM Networks  January 2008 - November 2008
Medford Financial Group   April 2006 - 2008
UBS Financial Services   2002 - 2006
Technology Club   September 2000 - March 2002
Nortel Networks  1999 - 2001
AT&T Global Markets   1997 - 1999

Skills
Business Development, Management, Marketing, Government, Strategic Planning, Policy, Leadership, Program Management, Finance, Series 7, Risk Management, Strategy, Investments, New Business Development, Management Consulting, Project Management, Strategic Financial..., Budgets, Operations Management, Organizational..., Security Clearance, Portfolio Management, Customer Service, Sales Operations, Military, Research, Counterterrorism, Force Protection, Personal Security, Executive Protection, Emergency Management, Homeland Security, Training, Analysis, Start-ups

Education
Temple University - Fox School of Business and Management   1994 — 1996
MBA

International Management Center; Budapest, Hungary   1995 — 1995
Seminar-Europe Tomorrow

Bloomsburg University of Pennsylvania   1990 — 1993
BS

   1992 — 1992
Certificate

Edinburgh College (Jewel and Esk Valley); Edinburgh, Scotland   1989 — 1990
HigherNat'lCert

Gallaudet University   1988 — 1988

Dean Colvin, CFP® Dean Colvin, CFP® Greater New York City Area Details
Dean Colvin, CFP®'s UBS Financial Services Experience March 2013 - March 2015
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2015 - Present
Mid-Hudson Valley Camp — Esopus, NY   August 2005 - Present
UBS Financial Services   March 2013 - March 2015
Morgan Stanley Wealth Management  April 2012 - March 2013
East Shore Partners, Inc.   October 2011 - April 2012

Education
State University of New York at Binghamton   2007 — 2011
BA, Economics/English

Rory Cunnane Rory Cunnane Greater New York City Area Details
Rory Cunnane's UBS Financial Services Experience April 2014 - Present
Job Wealth Strategy Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services   April 2014 - Present
Credit Suisse  November 2011 - April 2014
G.S. Wilcox & Co.   May 2011 - November 2011

Skills
Excel, Real Estate Finance

Education
Bucknell University   2007 — 2011
B.S.B.A, Management

Richard Liloia Richard Liloia Greater New York City Area Details
Richard Liloia's UBS Financial Services Experience December 2008 - September 2009
Job Financial Associate at Ogilvy CommonHealth Worldwide
Industry Marketing and Advertising
Experience
OGILVY COMMONHEALTH  November 2010 - Present
ESSEX INDUSTRIES  February 2010 - September 2010
UBS FINANCIAL SERVICES   December 2008 - September 2009
ABERCROMBIE AND FITCH  April 2008 - October 2008
UBS FINANCIAL SERVICES   June 2007 - August 2007

Education
Bryant University   2003 — 2007
B.S, Business Administration; Finance -

Ben Martinson Ben Martinson Madison, Wisconsin Details
Ben Martinson's UBS Financial Services Experience February 2011 - May 2011
Job Finance
Industry Nonprofit Organization Management
Experience
Next Step Ministries Inc.   May 2015 - Present
Harvest Preparatory Academy  August 2013 - May 2015
DST Market Services   December 2011 - July 2013
YouthWorks  May 2011 - August 2011
UBS Financial Services   February 2011 - May 2011
Bethel University  August 2009 - May 2011

Skills
Team Building, Time Management, Networking, Leadership, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Nonprofits, Research, Customer Service, Microsoft Word, Financial Analysis, Volunteer Management, Leadership Development, Higher Education, Critical Thinking, Community Outreach, Non-profits

Education
Bethel University   2007 — 2011
Bachelor's, Economics & Finance

Sherry Ruby Sherry Ruby Greater New York City Area Details
Sherry Ruby's UBS Financial Services Experience February 2007 - March 2008
Job Contract Consultant Technical Writer at Fort Monmouth Army Base
Industry Hospitality
Experience
Fort Monmouth Army Base   September 2009 - Present
SeaScape Manor B&B   January 1994 - 2011
UBS Financial Services   February 2007 - March 2008

Education
Brookdale Community College

New York Institute of Technology-New York City
MBA, Business Administration

Andrew Melnick Andrew Melnick Greater New York City Area Details
Andrew Melnick's UBS Financial Services Experience January 1999 - August 2007
Job Chief Litigation Counsel at RCS Capital
Industry Law Practice
Experience
RCS Capital Corporation  June 2014 - Present
Schindler Cohen & Hochman LLP  May 2009 - June 2014
UBS AG  September 2007 - April 2009
UBS Financial Services   January 1999 - August 2007
Kaye Scholer LLP  1989 - 1998

Skills
Litigation, Commercial Litigation, Securities, Securities Regulation, Bankruptcy, Arbitration, Courts, Strategy, Appeals, Insurance, Patents, Trials, Corporate Governance, Securities Litigation, Fraud, Internal Investigations, Hedge Funds, Dispute Resolution, Corporate Law, Business Litigation, Dispute, Legal Writing, Legal Research, Civil Litigation, Class Actions, Privacy Law, International Law

Education
Boston University School of Law   1986 — 1989
Doctor of Law (J.D.)

Hamilton College   1981 — 1985
BA, History

Bert Arrowood Bert Arrowood Greenville, South Carolina Area Details
Bert Arrowood's UBS Financial Services Experience May 2007 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services   May 2007 - Present
A.G. Edwards & Sons, Inc.   December 1999 - May 2007
J.C Bradford & Company   January 1996 - December 1999

Education
Bob Jones University   1994 — 1998
Financial Management

College for Financial Planning
CFP®

David Ziegelstein David Ziegelstein Greater New York City Area Details
David Ziegelstein's UBS Financial Services Experience February 2007 - November 2007
Job Vice President OTC Derivative Collateral Management at Societe Generale
Industry Financial Services
Experience
Societe Generale  March 2015 - Present
Societe Generale  August 2013 - March 2015
Societe Generale  May 2010 - July 2013
Goldman Sachs  November 2007 - May 2010
UBS Financial Services   February 2007 - November 2007

Skills
Fixed Income, Collateral Management, Derivatives, Equities, Options, Hedge Funds, Equity Derivatives, Securities, Trading, Financial Markets, Bloomberg, Financial Modeling, Portfolio Management, Risk Management

Education
Binghamton University - School of Management   2003 — 2004
BS, Business Management with a Concentration in Finance

Rockland Community College   2001 — 2003
AS, Business Administration

Ariella Herman Ariella Herman Washington, District Of Columbia Details
Ariella Herman's UBS Financial Services Experience June 2010 - August 2010
Job VP Content Operations @StockUp
Industry Internet
Experience
General Assembly  February 2015 - Present
StockUp  August 2012 - Present
newBrandAnalytics  December 2011 - July 2012
J.Crew  October 2011 - December 2011
UBS Financial Services   June 2010 - August 2010
Brandeis University  August 2009 - January 2010
Godiva Chocolatier  June 2009 - August 2009
Brandeis Zionist Alliance   August 2008 - August 2009
Accessories Council  2007 - 2009

Skills
Data Analysis, Research, Microsoft Office, Analysis, Retail, Product Development, Leadership, Statistics, Economics, Social Media, Strategy, Entrepreneurship, Stata: Statistical..., Photoshop, Stata, Atlassian JIRA, Product Marketing, product de, Data Management, Agile Methodologies, Scrum, Product Management, User Experience, Wireframes, PowerPoint, Microsoft Excel

Education
Brandeis University   2007 — 2011
BA, Economics

Emunah College of Art and Design   2006 — 2007
NA, Graphic Design

Frisch School   2002 — 2006

Wendy Kallio Wendy Kallio Greater New York City Area Details
Wendy Kallio's UBS Financial Services Experience August 2012 - Present
Job Americas Learning Portfolio Engineer at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services   August 2012 - Present
UBS Financial Services   January 2011 - August 2012
UBS Financial Services   January 2009 - December 2010
UBS Financial Services   July 2007 - December 2008
UBS Financial Services Inc.  December 2003 - July 2007
PaineWebber  June 1998 - November 2003

Skills
Series 63, Portfolio Management, Leadership, Financial Analysis, Series 7, Management, Risk Management, Banking, Alternative Investments, Vendor Management

Education
Bucknell University   1995 — 1999
BS, Management

Aaron Olney Aaron Olney Columbus, Ohio Area Details
Aaron Olney's UBS Financial Services Experience January 2006 - December 2006
Job Vice President, Sales and Marketing at eLogic Learning
Industry Computer Software
Experience
eLogic Learning  May 2013 - Present
Infor  October 2012 - May 2013
Meridian KSI  January 2011 - September 2012
GeoLearning, Inc.   January 2007 - January 2011
UBS Financial Services   January 2006 - December 2006
Lawson Software  January 2004 - December 2005
Pathlore Software  January 2001 - January 2004
Babbage-Simmel  August 1998 - December 2000
New Horizons CLC  August 1997 - August 1998

Skills
SaaS, Solution Selling, Business Development, Sales Management, Selling, Sales, Leadership, Management, Sales Operations, Enterprise Software, Consulting, Sales Process, Cloud Computing, New Business Development, Business Strategy, Systems Thinking, Team Building, ERP, Business Intelligence, Sales Leadership, Complex Solution Selling, Human Capital Management, Change Management

Education
Bowling Green State University   1990 — 1997
Bachelor's, Sociology, Psychology, Marketing

Westlake High School   1987 — 1990

Ricardo Eboli, CFP Ricardo Eboli, CFP Puerto Rico area Details
Ricardo Eboli, CFP's UBS Financial Services Experience September 2002 - Present
Job First Vice President Investments at UBS
Industry Financial Services
Experience
UBS  February 2013 - Present
UBS Financial Services   September 2002 - Present
Oriental Financial Group  November 2000 - July 2002

Education
Brown University   1996 — 2000
Bachelor of Arts (B.A.), History

Universidad de Puerto Rico
Juris Doctor

Justin Deni Justin Deni Philadelphia, Pennsylvania Details
Justin Deni's UBS Financial Services Experience March 2012 - October 2013
Job Compliance Risk Control Analyst
Industry Financial Services
Experience
Janney Montgomery Scott LLC  October 2013 - Present
UBS Financial Services   March 2012 - October 2013
UBS Wealth Management  March 2011 - March 2012
UBS Wealth Management  January 2008 - February 2011
SEI Investments  March 2007 - August 2007
Pennoni Associates  November 2006 - March 2007
Harleysville National Bank  2000 - 2003

Skills
Asset Management, Bloomberg, Equities, Fixed Income, Investments, Management, Mutual Funds, Securities, Series 63, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies

Education
Drexel University   2014 — 2017
Master of Business Administration (M.B.A.), Entrepreneurship

Bloomsburg University of Pennsylvania   2002 — 2006

Central Bucks West

Scott Ollendorff Scott Ollendorff Greater New York City Area Details
Scott Ollendorff's UBS Financial Services Experience August 2000 - January 2002
Job Compliance Officer at HSBC Securities (USA) Inc.
Industry Financial Services
Experience
HSBC Securities (USA) Inc.   Senior AuditorUBS Financial ServicesJanuary 2002 - September 2004
UBS Financial Services   August 2000 - January 2002

Education
Brooklyn Law School   1994 — 1996

University of Colorado Boulder

Jonathan Galli Jonathan Galli Greater Boston Area Details
Jonathan Galli's UBS Financial Services Experience 1986 - Present
Job Private Wealth Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services   1986 - Present

Education
Boston University   1979 — 1983
BS, Finance

Betty Kim Betty Kim Orange County, California Area Details
Betty Kim's UBS Financial Services Experience RecruiterKaplan, Inc.2001 - 2006
Job Regional Recruiter at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services   RecruiterKaplan, Inc.2001 - 2006

Education
California State University-Long Beach - College of Business Administration   2004 — 2006
MBA

Gerry Stanton Gerry Stanton Washington D.C. Metro Area Details
Gerry Stanton's UBS Financial Services Experience September 2004 - February 2006
Job Global Events Director
Industry Financial Services
Experience
Capital One Services, LLC   January 2007 - Present
UBS Financial Services   September 2004 - February 2006
Forrester Research, Inc.   July 2000 - November 2002
BankBoston  September 1996 - December 1999
BayBank  1981 - 1996
BayBank - now Bank of America   1981 - 1996

Education
Boston College   1974 — 1978
B.S., Marketing

Matignon High School

Matignon High School

Stephen Fahy Stephen Fahy Greater New York City Area Details
Stephen Fahy's UBS Financial Services Experience July 2005 - Present
Job Institutional Equity Sales, UBS Financial Services
Industry Investment Banking
Experience
UBS Financial Services   July 2005 - Present
Winter Wyman and Co.   2000 - 2003
Banc of America Securities  1999 - 2000

Education
The Tuck School of Business at Dartmouth   2003 — 2005

Bowdoin College   1995 — 1999
BA, economics

The University of Edinburgh

Jason Pai Jason Pai Greater Los Angeles Area Details
Jason Pai's UBS Financial Services Experience July 2000 - January 2003
Job Director Branch Support Manager
Industry Financial Services
Experience
Credit Suisse - Private Banking USA   May 2005 - Present
Stonnington Group, LLC   January 2004 - April 2005
UBS Financial Services   July 2000 - January 2003
First Albany Corporation  May 1999 - July 2000
Morgan Stanley Dean Witter  August 1998 - April 1999
Morgan Stanley Dean Witter  September 1996 - March 1998
Morgan Stanley Dean Witter  March 1996 - September 1996
Morgan Stanley Dean Witter  May 1995 - March 1996

Skills
Securities, Portfolio Management, Investments, Fixed Income, FINRA, Series 7, Private Banking, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Banking, Structured Products, Derivatives, Financial Analysis, Due Diligence, Series 8 (9 and 10), Series 65, Compliance, Asset Managment, Investment Advisory, Bloomberg, Real Estate, Supervision

Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.), Finance, General

University of Massachusetts, Amherst
Bachelor's Degree, Economics

Nicole McGee, M.B.A Nicole McGee, M.B.A Greater New York City Area Details
Nicole McGee, M.B.A's UBS Financial Services Experience March 2009 - October 2009
Job Associate Director, HR BP Support Lead
Industry Financial Services
Experience
UBS  March 2015 - Present
UBS  2010 - Present
UBS  October 2009 - October 2010
UBS Financial Services   March 2009 - October 2009
UBS  July 2006 - February 2009
UBS  September 2005 - July 2006

Skills
PeopleSoft, Deferred Compensation, Employee Relations, Talent Management, HRIS, Performance Management, Employee Benefits, Human Resources, Onboarding, Recruiting, Talent Acquisition, Succession Planning, Benefits Administration, Employee Engagement, HR Policies, Time Management, Workforce Planning, Applicant Tracking..., HR Consulting, Organizational..., Personnel Management, Organizational Design, Vendor Management, Organizational..., College Recruiting, Career Development

Education
Caldwell University   2006 — 2008
MBA, Master of Business Administration

Caldwell University   2001 — 2005
BS, Business Administration

Grant Kassel Grant Kassel Boston, Massachusetts Details
Grant Kassel's UBS Financial Services Experience August 2007 - December 2007
Job Investment Banking Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company  June 2013 - Present
Moelis & Company  June 2010 - June 2013
DFJ Esprit   February 2009 - May 2009
UBS Financial Services   August 2007 - December 2007
Millennium Trust Company  June 2007 - August 2007

Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investments, Portfolio Management, Venture Capital, Restructuring, Entrepreneurship, Financial Services, Business Planning, Asset Allocation, Bloomberg, Investment Banking, Forecasting, LBO, DCF, Private Equity, Corporate Finance, Capital Markets, Microsoft Excel

Education
Boston University   2006 — 2010
Dual Degree; of, a Finance Concentration and an Economics; Management

Boston University   2006 — 2010
Bachelor of Arts & Science, Arts and Sciences

Boston University - School of Management   2006 — 2010
Bachelors in Science of Managent, Finance

Colin Robinson Colin Robinson Greater New York City Area Details
Colin Robinson's UBS Financial Services Experience 2007 - 2008
Job Chief Compliance Officer, Swap Dealer
Industry Financial Services
Experience
BNY Mellon  January 2013 - Present
BNY Mellon  August 2011 - December 2012
Wells Fargo  January 2011 - August 2011
Southern California Edison  2008 - 2011
UBS Financial Services   2007 - 2008
GBR Information Services   2002 - 2007
Bondholder Communications Group  1996 - 2002

Skills
Management, Banking, Securities, Legal Writing, Derivatives, Commodity, Swaps, Policy, FINRA, Dodd-Frank, Trading, Investment Banking, Financial Services, Operational Risk..., Financial Risk

Education
Boston University School of Law
JD

University of Rochester
BA, Economics & Political Science

Casey DeBaecke Casey DeBaecke Greater Philadelphia Area Details
Casey DeBaecke's UBS Financial Services Experience July 2006 - Present
Job Institutional Equity Sales
Industry Financial Services
Experience
UBS Financial Services   July 2006 - Present
UBS Investment Bank  2006 - Present

Education
Boston College   1988 — 1992

Bradley Eisen, CFP(R), CIMA(R) Bradley Eisen, CFP(R), CIMA(R) Greater New York City Area Details
Bradley Eisen, CFP(R), CIMA(R)'s UBS Financial Services Experience December 2010 - April 2013
Job Senior Vice President at Salient Partners
Industry Financial Services
Experience
Salient Partners  April 2013 - Present
UBS Financial Services   December 2010 - April 2013
Morgan Stanley Smith Barney  2007 - December 2010
RBC  September 2005 - December 2006
Legg Mason  September 2003 - September 2005

Skills
Alternative Investments, Bloomberg, Bonds, Capital Markets, ETFs, Equity Research, FINRA, Financial Advisory, Financial Markets, Financial Services, Investment Management, Mutual Funds, Private Equity, Retirement Planning, Series 24, Series 63, Series 7, Strategic Financial..., Structured Products, Trading, Uniform Combined State..., Wealth Management..., Asset Allocation, Banking

Education
Boston University   1999 — 2003
Bachelors, Political Science

Tami Williams Tami Williams Greater Los Angeles Area Details
Tami Williams's UBS Financial Services Experience October 1992 - December 2007
Job HR Business Partner at USBank
Industry Banking
Experience
US Bank  June 2008 - Present
UBS Financial Services   October 1992 - December 2007

Skills
Succession Planning, Employee Relations, Employee Engagement, Performance Management, Coaching, Personnel Management, Onboarding, Human Resources, Management, Leadership, Financial Services, Customer Service, Banking, Change Management, Team Building, Sales, Training, Applicant Tracking...

Education
Keller Graduate School of Management   2003 — 2006
Master of Business Administration (MBA) and Masters HR Management

California State University-Fullerton   1988 — 1997
Bachelor's degree, Criminal Justice

Bill Lasoskie, CFP(R) Bill Lasoskie, CFP(R) Greater Boston Area Details
Bill Lasoskie, CFP(R)'s UBS Financial Services Experience June 2002 - May 2005
Job Regional Business Development Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  July 2009 - Present
Smith Barney  January 2006 - June 2009
UBS Financial Services   June 2002 - May 2005
UBSPaineWebber  May 1999 - May 2002
PaineWebber  June 1990 - September 2000

Education
Bentley University   1983 — 1985
BS, Marketing Managment

Western New England College   1981 — 1983
Business Administation

Hanford Mau Hanford Mau Greater New York City Area Details
Hanford Mau's UBS Financial Services Experience March 2009 - April 2015
Job Municipal Bond Underwriter at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services   March 2009 - April 2015
UBS Financial Services   October 2008 - March 2009
UBS Investment Bank  September 2007 - October 2008
UBS Investment Bank  September 2005 - September 2007

Skills
Fixed Income, Bonds, Series 7, Trading, Back Office, Derivatives, Series 63, Bloomberg, Securities, Hedge Funds, Investments, Capital Markets, Financial Modeling, Investment Banking, Equities

Education
State University of New York at Binghamton   2001 — 2005
Bachelor of Science (BS), Financial Economics

Ps 131 and Saint Francis Prep

Pete Bianco, CIMA® Pete Bianco, CIMA® Greater New York City Area Details
Pete Bianco, CIMA®'s UBS Financial Services Experience June 2003 - August 2003
Job Vice President, iShares Investment Management Consultant at BlackRock
Industry Financial Services
Experience
BlackRock  January 2015 - Present
BlackRock  April 2011 - December 2014
BlackRock  June 2008 - March 2011
Merrill Lynch  April 2007 - May 2008
Merrill Lynch  June 2004 - March 2008
UBS Financial Services   June 2003 - August 2003

Skills
ETFs, Investments, Portfolio Management, Mutual Funds, Wealth Management, Capital Markets, Trading, Financial Advisory, Bonds, Retirement Planning, Structured Products, Equity Research, Finance

Education
Boston College   2000 — 2004
Bachelor of Science; School, Finance; Operations & Technology Management

Erica Weeks Erica Weeks Boston, Massachusetts Details
Erica Weeks's UBS Financial Services Experience January 2014 - Present
Job Senior Client Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services   January 2014 - Present
UBS Financial Services   August 2008 - January 2014

Education
Bentley University   2004 — 2008
BS, Economics

Nerissa Rauch Nerissa Rauch Greater New York City Area Details
Nerissa Rauch's UBS Financial Services Experience 2003 - 2005
Job Managing Director at SMB Prime, LLC
Industry Investment Management
Experience
SMB Prime, LLC   June 2010 - Present
Global Secured Capital, LLC   June 2007 - June 2010
New Stream Capital  January 2006 - June 2007
New Stream Capital  2006 - 2007
UBS Financial Services   2003 - 2005

Skills
Hedge Funds, Private Equity, Asset Management, Fixed Income, Structured Finance, Mutual Funds, Equities, Alternative Investments, Due Diligence, Portfolio Management, Bloomberg, Funding, Investment Management, Investments, Investment Strategies, Asset Allocation

Education
Berkeley College   1999 — 2001
Applied Science, Business Management

Deborah Fusco Deborah Fusco Greater New York City Area Details
Deborah Fusco's UBS Financial Services Experience April 1999 - July 2008
Job Senior Administrative Assistant at KPMG LLP
Industry Accounting
Experience
KPMG  April 2014 - Present
Prudential Financial  March 2013 - April 2014
Unilever Bestfoods  April 2011 - May 2012
Bayer Healthcare Pharmaceuticals  November 2008 - February 2010
UBS Financial Services   April 1999 - July 2008
UBS Financial Services   October 2001 - July 2006
UBS Financial Services   April 1999 - October 2001

Skills
MS Outlook, MS Word, MS Excel, MS PowerPoint, Intermediate Level of..., Serengeti, Microsoft Excel, Outlook, Microsoft Word, Lexis, Westlaw, Administrative..., Litigation, Human Resources, Leadership, PowerPoint, Employee Benefits, Budgets, Customer Service, System Administration, Microsoft Office, Access, Coaching, Invoicing, Change Management, Litigation Support, Team Building, Legal Documents, Management, Insurance, Courts, Mergers & Acquisitions, Process Improvement, Databases, Visio, Risk Management, Notary Public, Program Management, Commercial Litigation, PACER, DeltaView, Document Review, Lotus Notes, Spreadsheets, Adobe Acrobat, Confidentiality, Civil Litigation, Calendars, Process Scheduler, Wordperfect

Education
Bergen Community College   2002 — 2007
Associates, Paralegal Studies

Emerson High School

Deborah Fusco Deborah Fusco Greater New York City Area Details
Deborah Fusco's UBS Financial Services Experience April 1999 - July 2008
Job Senior Legal Administrative Assistant at Bayer HealthCare
Industry Financial Services
Experience
Bayer HealthCare  November 2008 - Present
UBS Financial Services   April 1999 - July 2008

Education
Bergen Community College   2002 — 2007
Associates, Paralegal Studies

Robert Davit Robert Davit Greater Chicago Area Details
Robert Davit's UBS Financial Services Experience February 2009 - Present
Job Senior Vice President Investments UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services   February 2009 - Present
Merrill Lynch  August 1996 - January 2009

Education
Bradley University   1986 — 1991
BS MFE, Engineering

Lauren Lucas Lauren Lucas Greater New York City Area Details
Lauren Lucas's UBS Financial Services Experience May 2009 - August 2009
Job Associate Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual  June 2011 - Present
Northwestern Mutual Financial Network  June 2010 - August 2010
Equinoxe AIS Ireland   May 2010 - June 2010
UBS Financial Services   May 2009 - August 2009
Barber Wilson's, Ltd   July 2003 - August 2007

Education
Boston University - School of Management   2007 — 2011
Bachelor of Science, Business Administration; International Management; Finance

Mark Addessi Mark Addessi Greater New York City Area Details
Mark Addessi's UBS Financial Services Experience May 1982 - Present
Job Senior VP, UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services   May 1982 - Present

Education
Boston College

Paul Eckmann Paul Eckmann Greater New York City Area Details
Paul Eckmann's UBS Financial Services Experience October 2005 - August 2008
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  October 2005 - Present
UBS Financial Services   October 2005 - August 2008
UBS  2005 - 2008
Mellon Financial  1995 - 2005
Mellon Investor Services  1993 - 2005
BNY Mellon  1993 - 2005
BNY Mellon Shareowner Services  1993 - 2005

Skills
Microsoft Excel, Operations Management, Training, Equities, Project Management, CRM, Team Building, Process Improvement, Securities, Financial Services, Sales, Banking, Risk Management, Financial Risk

Education
Bergen Community College   1985 — 1989
Business Administration

Hubert (Carl) Crawford Hubert (Carl) Crawford Greater Los Angeles Area Details
Hubert (Carl) Crawford's UBS Financial Services Experience December 2005 - April 2009
Job Business Development Professional
Industry Financial Services
Experience
New York Life Insurance Company  April 2013 - Present
Bank of America  March 2011 - June 2012
Merrill Lynch  May 2009 - March 2011
UBS Financial Services   December 2005 - April 2009
Kayser-Roth Corporation  February 1994 - June 2005
The Mennen Company  September 1981 - December 1992

Skills
Series 7, Series 66, Life & Health Insurance..., Sales Management, Uniform Combined State..., Financial Analysis, Securities, Finance, Banking, Investments, CRM, Credit, Management, Small Business, Budgets, Series 63, Human Resources, Loans, Strategic Planning, Analysis, Life & Health Insurance..., Sales, Training, Account Management, Investment Strategies, Retail, Leadership, Financial Advisory, Start-ups, New Business Development, Business Development, Entrepreneurship, Marketing, Salesforce.com, Customer Retention, Accounting, Business Planning, Risk Management, Client Services, Building Relationships, Mutual Funds, Coaching, Business Strategy, Consulting, Portfolio Management, Team Building, Financial Services, Retirement Planning, Strategic Financial...

Education
California State Polytechnic University-Pomona
Bachelor of Science, Business Management, Marketing

Mia Torruella Mia Torruella United States Details
Mia Torruella's UBS Financial Services Experience January 2001 - Present
Job Vicepresident Investments at UBS
Industry Financial Services
Experience
UBS  January 2002 - Present
UBS Financial Services   January 2001 - Present
Marriott International  July 1999 - May 2001
San Juan Marriott Resort & Stellaris Casino  May 1995 - July 1999

Education
Bentley University   1987 — 1991
BA, Business, Management, Marketing, and Related Support Services

Eric Hertica Eric Hertica Corona, California Details
Eric Hertica's UBS Financial Services Experience 2000 - 2003
Job Online Campus Pastor
Industry Religious Institutions
Experience
Crossroads Christian Church  June 2012 - Present
Realty Network, Inc.   January 2011 - Present
Whitestone Residential, Inc.   2007 - July 2011
Prudential California Realty  2003 - 2007
UBS Financial Services   2000 - 2003
Edward Jones  1998 - 2000

Skills
First Time Home Buyers, SFR, Short Sales, Real Estate, Condos, Sellers, Foreclosures, Discipleship, Biblical Studies, Ministry Development, Strategic Planning, Pastoral Care

Education
Biola University   1996 — 1999
Masters, Biblical Studies and Theology

University of California, San Diego   1993 — 1996
B.A., Psycology

Adrian Varney Adrian Varney Greater Denver Area Details
Adrian Varney's UBS Financial Services Experience April 2008 - February 2010
Job Assistant to the Commission, Director's Office Assistant at Colorado Parks and Wildlife
Industry Executive Office
Experience
State of Colorado, Parks and Wildlife   April 2013 - Present
Bank of the West Frisco   May 2011 - July 2012
UBS Financial Services   April 2008 - February 2010
Burke Williams Day Spa  March 2006 - April 2009
Limited  September 2004 - March 2006

Skills
Customer Service, Customer Satisfaction, Management, Sales, Customer Experience, Finance, Customer Retention, Banking, Administration, Credit, Financial Analysis, Leadership, Retail Banking

Education
California State University-Fullerton   2006 — 2009
Bachelor of Business Administration (BBA), Finance and Financial Management Services

California State University
Bachelor of Arts, Business Administration; Business Administration; Finance

James DeStaso James DeStaso Greater New York City Area Details
James DeStaso's UBS Financial Services Experience October 2005 - May 2011
Job Director, Global Compensation
Industry Hospitality
Experience
Bunge  August 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc.   June 2011 - June 2014
UBS Financial Services   October 2005 - May 2011
Hewitt Associates  August 2000 - June 2005
CGI  August 1999 - June 2000
IBM Global Business Services  May 1997 - July 1997

Skills
Project Management, Data Analysis, Data Management, Leadership, Performance Management, Data Modeling, Employee Relations, Access, Talent Acquisition, PeopleSoft, Employee Benefits, Benefits Administration, Employee Engagement, SAP, Compensation & Benefit, Compensation Structures, Deferred Compensation, Human Resources, SDLC, HRIS, Analytics, Salary, HR Policies, Workforce Planning, Executive Pay, Employee Recognition, Benchmarking, Analysis, HR Transformation, Process Improvement, Job Descriptions

Education
Binghamton University - School of Management   1996 — 1999
BS -Management, Management Information Systems

Carmela Kappler Carmela Kappler Greater New York City Area Details
Carmela Kappler's UBS Financial Services Experience February 2013 - Present
Job Project Management and Business Analysis
Industry Banking
Experience
UBS Financial Services   February 2013 - Present
UBS Investment Bank  May 2008 - May 2011
UBS Financial Services   July 1997 - May 2008

Skills
Equities, Financial Services, Fixed Income, Investment Banking, Wealth Management

Education
Stevens Institute of Technology   2005 — 2007
MS, Information Systems

Boston College   1993 — 1997
BS, Finance

Robert Reckinger Robert Reckinger Newport Beach, California Details
Robert Reckinger's UBS Financial Services Experience January 2012 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services   January 2012 - Present
Merrill Lynch  October 1987 - January 2012

Education
Cal State Fullerton

Keith Koerber, CFA Keith Koerber, CFA Greater Detroit Area Details
Keith Koerber, CFA's UBS Financial Services Experience March 1990 - Present
Job Senior Vice President, Senior Portfolio MangerUBS Financial Services
Industry Investment Management
Experience
UBS Financial Services   March 1990 - Present

Education
Boston University
Master of Science, Business

CFA Institute
Chartered Financial Analyst, Investment Analysis

Wayne State University
Bachelor of Science, Business Administration

Kevin Aguilera Kevin Aguilera Tracy, California Details
Kevin Aguilera's UBS Financial Services Experience October 1999 - September 2010
Job Sr Financial Consultant at Western International Securities
Industry Financial Services
Experience
Western International Securities  September 2010 - Present
UBS Financial Services   October 1999 - September 2010

Skills
Series 7, Series 63, Series 65, Insurance, Securities, Retirement Planning, Annuities, Mutual Funds, Asset Allocation, 401k, Investment Advisory, Retirement, Wealth Management, Financial Advisory, Investment Strategies, Alternative Investments, Financial Planning, Investments, Equities, Asset Management, Fixed Income, Portfolio Management, IRA's, Retirement Income..., Insurance Planning, Wealth Accumulation, 529 Plans, ETFs, Bonds, Separately Managed..., Managed Accounts, Investment Products, Wealth Preservation, Term Life Insurance, Wealth Preservation..., Retirement Solutions

Education
California State University-Hayward - School of Business and Economics   1991 — 1997
BS, Business Administration Finance Option

California State University-Hayward - School of Business and Economics   1991 — 1997
BA, Economics

Toni Spain Toni Spain West Palm Beach, Florida Area Details
Toni Spain's UBS Financial Services Experience 2007 - 2009
Job Proposal Manager, Certified ScrumMaster
Industry Information Technology and Services
Experience
CIBER, Inc.   January 2012 - Present
NMFN  2011 - 2012
MetLife  April 2010 - May 2011
UBS Financial Services   2007 - 2009
UBS, INC   2006 - March 2008
Merrill Lynch  July 2005 - December 2006
GULFSTREAM PARTNERS   September 2003 - December 2003
RBC Dain Rauscher  July 1998 - September 2003
RBC Dain Rauscher (was Tucker Anthony Inc)   August 1996 - July 1998

Skills
Analysis, Management, Portfolio Management, Strategic Financial..., Investments, Insurance, Sales, Employee Benefits, Financial Services, Finance, Business Analysis, Mutual Funds, Consulting, Operations Management, Selling, Vendor Management

Education
Boston University
BS, Management

Boston University - School of Management
BS, Management

Daniel Akkerman Daniel Akkerman Greater New York City Area Details
Daniel Akkerman's UBS Financial Services Experience May 2008 - August 2008
Job Senior Associate at PwC
Industry Banking
Experience
PwC  September 2013 - Present
Fair Lawn New Jersey Open Space Committee   December 2010 - Present
Bergen County, County Committee   May 2010 - Present
PwC  June 2013 - August 2013
Community Development Clinic  January 2013 - August 2013
UBS  June 2012 - December 2012
Fair Lawn New Jersey Zoning Board of Appeals   January 2011 - December 2011
UBS  December 2010 - August 2011
UBS Financial Services   May 2008 - August 2008

Skills
Financial Services, FINRA, Litigation, Financial Regulation, Investment Banking, Financial Analysis, Bloomberg Terminal, Risk Management, Structured Products, Management, Microsoft Excel, PowerPoint, Legal Writing, Legal Research, Operational Risk..., Investment Advisory, Westlaw, Lexis, Corporate Law, Employment Law, Economics, Internal Audit, Operational Risk, Contract Negotiation, Real Estate Transactions, Real Estate Economics, Russian, Negotiation, Trusts, Settlement Agreements, Project Management, Financial Advisory, Legal Advisory, Stock Market, Risk Assessment, Real Estate Development, External Audit, Financial Forecasting, Condos, Business Process..., Fixed Annuities, Contractual Agreements, Employment Contracts, Zoning, Board Governance, Banking Law, Contract Law, Tax Law, Dodd-Frank, Civil Litigation

Education
Brooklyn Law School
J.D., Law, 3.7 (Top 15% of Class) - Cum Laude

Pace University, Lubin School of Business, Pforzheimer Honors College   2007 — 2009
Bachelor of Business Administration, Major in Finance Minor in Economics, 3.95 (Top 1% of Class)

Jeff Patson Jeff Patson Greater New York City Area Details
Jeff Patson's UBS Financial Services Experience 2006 - 2007
Job Personal Banker at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  April 2008 - December 2011
JP MORGAN CHASE & CO  2007 - 2008
UBS FINANCIAL SERVICES   2006 - 2007
UBS FINANCIAL SERVICES   January 1999 - January 2006

Skills
Leadership

Education
THE CHUBB INSTITUTE
Diploma, Computer Technical Support

Bergen Community College

Mesa Community College

Montclair State University

Sarah (Johnson) Salomon Sarah (Johnson) Salomon Greater Chicago Area Details
Sarah (Johnson) Salomon's UBS Financial Services Experience October 2010 - December 2012
Job Assistant Complex Director at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management  December 2012 - Present
UBS Financial Services   October 2010 - December 2012
UBS Financial Services   March 2009 - October 2010
UBS Financial Services   June 2007 - March 2009
UBS  November 2006 - May 2007
UBS Financial Services   April 2006 - November 2006
UBS Financial Services   October 2004 - April 2006
UBS Financial Services   January 2002 - October 2004
UBS Financial Services   July 2000 - January 2002

Education
Family Firm Institute, Global Education Network   2015 — 2015
Certificate in Family Wealth Advising & Certificate in Family Business Advising

Bucknell University   1996 — 2000
BSBA, Management, Spanish

Andrea Arias Andrea Arias Menlo Park, California Details
Andrea Arias's UBS Financial Services Experience May 2005 - May 2008
Job Sr. Client Services Associate with Deggelman Parker Group/ HighTower Advisors
Industry Financial Services
Experience
HighTower  June 2011 - Present
Pharmacofore, Inc   May 2008 - April 2011
Wesley Sterman (CEO PharmacoFore, Inc.)   May 2008 - April 2010
UBS Financial Services   May 2005 - May 2008
UBS Financial Services   December 2003 - May 2005

Skills
Executive Support, Microsoft Excel, P&L Management, Trusting Relationships, Business Travel, Microsoft Office, Outlook, PowerPoint, Event Planning, Office Administration, Expenses, Organization, File Management, Oral & Written..., Calendar Planning, Office Management, Customer Service, Document Management, Multi Tasking, Manage Client..., Vendor Management, Ordering Office Supplies, Product Ordering, Accounts Payable, Asset Management, Wealth Management, Portfolio Management, Market Research, Editing, Management, Administrative..., Software Documentation

Education
Brooks College
Merchandise and Marketing

Tom Shahinian Tom Shahinian Greater New York City Area Details
Tom Shahinian's UBS Financial Services Experience April 2009 - March 2010
Job at
Industry Financial Services
Experience
New York University  Business Analyst IIAlas ConsultingOctober 2010 - May 2011
Amerra Capital Management, LLC  June 2010 - August 2010
UBS Financial Services   April 2009 - March 2010
UBS Financial Services   October 2008 - April 2009
Auerbach Grayson  June 2007 - August 2007

Skills
Budgets, Management, Finance, Research, PowerPoint, Microsoft Office, Microsoft Excel

Education
Bucknell University   2005 — 2008
Bachelor of Arts, Economics

London School of Economics

scott lipkin scott lipkin Roslyn, New York Details
scott lipkin's UBS Financial Services Experience November 2011 - March 2014
Job Private Investor
Industry Financial Services
Experience
UBS Financial Services   November 2011 - March 2014
UBS Investment Bank  1992 - 2010
Altman Brenner Wasserman   1987 - 1990

Education
University of Pennsylvania - The Wharton School   1982 — 1984
MBA, Finance

Binghamton University - School of Management   1977 — 1981
BS, Management

Bob Kobus Bob Kobus Fort Pierce, Florida Area Details
Bob Kobus's UBS Financial Services Experience January 2005 - January 2007
Job President/Business Owner at Chadwick Associates'
Industry Financial Services
Experience
Chadwick Associates'   Financial RepresentativeNORTHWESTERN MUTUALJanuary 2007 - January 2008
UBS FINANCIAL SERVICES   January 2005 - January 2007
PROFESSIONAL CHECK SYSTEMS, INC.,   January 2004 - June 2005
CHADWICK ASSOCIATES   January 1995 - December 2004
BELL ATLANTIC BUSINESS SYSTEMS  January 1991 - December 1996
DIEBOLD, INC.   January 1980 - January 1991

Skills
Sales, Business Development, New Business Development, Account Management, Negotiation, Leadership

Education
Boston University
BS, Bachelor of Science in International Business

Stefan Levinson Stefan Levinson Greater Denver Area Details
Stefan Levinson's UBS Financial Services Experience June 2011 - August 2011
Job Credit Analyst Wells Fargo, Denver
Industry Financial Services
Experience
UBS Financial Services   June 2011 - August 2011
Chiller Sound Studios   June 2010 - August 2010
Racing Development Inc   January 2006 - January 2009

Education
Bentley University
Mathematics

University of Colorado-Leeds School of Business
B.S. Degree, Business Administration; an emphasis in Finance

Alan Glenn Alan Glenn Charlotte, North Carolina Area Details
Alan Glenn's UBS Financial Services Experience May 2009 - Present
Job Senior Registered Client Services Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS FINANCIAL SERVICES   May 2009 - Present
E-TRADE FINANCIAL  January 2006 - July 2008
CARFARO, INC  September 2004 - September 2005
VANGUARD CAR RENTAL CLAIMS USA   August 2003 - September 2004
YORK CLAIMS SERVICE  January 1999 - July 2003
York Claims Service  January 1989 - January 1999

Education
Brookdale Community College
AAS, Business Management

Mitchell Goldfeld Mitchell Goldfeld Greater Boston Area Details
Mitchell Goldfeld's UBS Financial Services Experience December 2002 - August 2009
Job Managing Director at TEG Partners
Industry Investment Management
Experience
TEG Partners a division of Detwiler Fenton Investment Management   August 2009 - Present
UBS Financial Services   December 2002 - August 2009
MAGI Productions/Sonicbids   1996 - 2002
Wellington Management  August 1993 - December 1995
Goldman Sachs & Co  October 1988 - May 1991

Skills
Asset Allocation, Wealth Management, Series 7, Project Management, Hedge Funds, Asset Managment, Investments, Product Development, Equities, Accounting, Alternative Investments, Private Equity

Education
State University of New York at Binghamton   1984 — 1998
BS High Honors, Economics

Wharton School, University of Pennsylvania   1991 — 1993
MBA, Finance and Strategic Management

Martin Van Buren HS   1981 — 1984

Lisa Timmerman Lisa Timmerman Greater New York City Area Details
Lisa Timmerman's UBS Financial Services Experience January 1999 - January 2007
Job Registered Marketing Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  February 2007 - Present
Morgan Stanley Smith Barney  February 2007 - Present
UBS  April 1999 - February 2007
UBS  April 1999 - February 2007
UBS Financial Services   January 1999 - January 2007
First Union National Bank  January 1996 - January 1999
First Union National Bank  January 1993 - January 1996
First Union National Bank  January 1991 - January 1993

Skills
Series 7 license, Series 66 license, Life & Health Insurance..., Banking, FINRA, Series 7, Investments, Life Insurance, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Finance, Investment Advisory

Education
Bergen Community College   1986 — 1989
Associates of Science, Business Administration

Bergen Community College
Associate of Science, Business Administration

Jason Flaxman Jason Flaxman Greater New York City Area Details
Jason Flaxman's UBS Financial Services Experience August 2009 - August 2012
Job Vice President Compliance Director Global Financial Crimes Compliance
Industry Financial Services
Experience
J.P. Morgan   September 2013 - Present
Morgan Stanley Wealth Management  August 2012 - September 2013
UBS Financial Services   August 2009 - August 2012
UBS International Inc  May 2006 - August 2009
Morgan Stanley  January 2005 - January 2006
McBreen & Kopko, Counselors at Law   January 2003 - September 2003
Nassau County Court of Claims   May 2002 - September 2002

Skills
AML, OFAC, Due Diligence, Financial Risk, USA PATRIOT Act, Internal Audit, Fraud, Finance, Anti Money Laundering, Bank Secrecy Act, Risk Management, Series 7, KYC, Financial Services

Education
Touro College Jacob D. Fuchsberg Law Center   2001 — 2004
Juris Doctor, Law

Binghamton University   1997 — 2001
Bachelor of Arts, Philosophy, Politics, and Law

Grace M. Lee Grace M. Lee Greater New York City Area Details
Grace M. Lee's UBS Financial Services Experience April 2013 - May 2015
Job AML Investigations Group Manager at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank  May 2015 - Present
UBS Financial Services   April 2013 - May 2015
Essex County Prosecutor's Office  February 2007 - March 2010
New York County District Attorney's Office  September 1996 - April 2001

Skills
Corporate Law, Legal Writing, Criminal Law, Mediation, Enforcement, Litigation, Courts, Civil Litigation, Commercial Litigation, Legal Research, Appeals, Westlaw, Trials

Education
Boston University School of Law   1993 — 1996
Doctor of Law (J.D.)

Brown University   1988 — 1992
Bachelor of Arts (B.A.), Public Policy / Political Science

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