UBS Financial Services
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (15 Nov 2011–) Customer service: 020 7567 8000 Headquarters: Basel, Switzerland Subsidiaries: UBS Limited, UBS Investment Bank,
UBS Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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UBS Financial Services Employees
Employee
Years
Job
Industry
Sonia Jenkins Sonia Jenkins's UBS Financial Services Experience November 2006 - January 2009
Job General Manager, Compliance Officer, Financial Advisor at Owens Estate & Wealth Strategies Group
Industry Investment Management
Experience
Owens Estate and Wealth Strategies Group January 2015 - Present
Owens Estate and Wealth Strategies Group August 2012 - January 2015
Owens Estate and Wealth Strategies Group January 2009 - July 2012
UBS FInancial Services November 2006 - January 2009
Skills
Securities
Education
California State University-Sacramento 1999 — 2002
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Owens Estate and Wealth Strategies Group January 2015 - Present
Owens Estate and Wealth Strategies Group August 2012 - January 2015
Owens Estate and Wealth Strategies Group January 2009 - July 2012
UBS FInancial Services November 2006 - January 2009
Skills
Securities
Education
California State University-Sacramento 1999 — 2002
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Elliot Van Dyke Elliot Van Dyke's UBS Financial Services Experience May 2012 - July 2012
Job Portfolio Analyst at Regions Financial Corporation
Industry Higher Education
Experience
Regions Financial Corporation August 2014 - Present
Patriot National Insurance Group May 2014 - August 2014
UNC Charlotte August 2013 - January 2014
Iron Ridge Wealth Management June 2013 - August 2013
UBS Financial Services May 2012 - July 2012
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Statistics, Financial Modeling, Financial Accounting, Investments, Bloomberg Terminal, Microsoft Office, Six Sigma, SAS, Derivatives, Quantitative Finance, Finance
Education
UNC Charlotte 2013 — 2014
Masters of Science, Mathematical Finance
Clemson University 2009 — 2013
Bachelor of Science (B.S.) in Financial Management, Emphasis in Corporate Finance, Minor in Accounting
Hilton Head High School 2005 — 2009
High School Diploma, International Baccalaureate Certificate
Regions Financial Corporation August 2014 - Present
Patriot National Insurance Group May 2014 - August 2014
UNC Charlotte August 2013 - January 2014
Iron Ridge Wealth Management June 2013 - August 2013
UBS Financial Services May 2012 - July 2012
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Statistics, Financial Modeling, Financial Accounting, Investments, Bloomberg Terminal, Microsoft Office, Six Sigma, SAS, Derivatives, Quantitative Finance, Finance
Education
UNC Charlotte 2013 — 2014
Masters of Science, Mathematical Finance
Clemson University 2009 — 2013
Bachelor of Science (B.S.) in Financial Management, Emphasis in Corporate Finance, Minor in Accounting
Hilton Head High School 2005 — 2009
High School Diploma, International Baccalaureate Certificate
Scott Steiner Scott Steiner's UBS Financial Services Experience September 2009 - 2011
Job Integrated Wealth Management A Division Of Integrated Financial Group
Industry Financial Services
Experience
Integrated Wealth Management - A Division Of Integrated Financial Group October 2014 - Present
Ameriprise Fnancial Services Inc. August 2011 - October 2014
UBS Financial Services September 2009 - 2011
Skills
Wealth Management, Financial Analysis, Retirement Planning, Asset Allocation..., REITS, Life Insurance,..., ETF'S ( Exchange Traded..., Financial Planning, Mutual Funds, Series 7, Series 66, Licensed in..., Stocks, Bonds, Long Term Care, Michigan 529 Plans
Education
Central Michigan University 1990 — 1995
Bachelors Degree, IPC, Communications
Anchor Bay High School 1985 — 1989
Graduate, History, Science, English, Mathmatics
Central Michigan University
Integrated Wealth Management - A Division Of Integrated Financial Group October 2014 - Present
Ameriprise Fnancial Services Inc. August 2011 - October 2014
UBS Financial Services September 2009 - 2011
Skills
Wealth Management, Financial Analysis, Retirement Planning, Asset Allocation..., REITS, Life Insurance,..., ETF'S ( Exchange Traded..., Financial Planning, Mutual Funds, Series 7, Series 66, Licensed in..., Stocks, Bonds, Long Term Care, Michigan 529 Plans
Education
Central Michigan University 1990 — 1995
Bachelors Degree, IPC, Communications
Anchor Bay High School 1985 — 1989
Graduate, History, Science, English, Mathmatics
Central Michigan University
John J. Lawson John J. Lawson's UBS Financial Services Experience June 2006 - April 2009
Job Business Development Professional
Industry Information Technology and Services
Experience
Retirement Benefits Group, National Retirement Partners May 2009 - May 2010
UBS Financial Services June 2006 - April 2009
Stratis Incorporated April 2001 - June 2006
HNC Software (Fair Issac) 1998 - 2001
Triteal Corp 1996 - 1998
Bluebird Systems November 1984 - 1993
Skills
Strategic Partnerships, Business Development, Channel Partners, Customer Support, Product Management, P&L Responsibility, Contract Negotiation, Cross Functional Team..., Requirements Gathering, Enterprise Software, Vertical Markets, Business Strategy, Start-ups, Cross-functional Team..., Financial Services, Management Consulting, Management, CRM, Marketing, Investments, Executive Management
Education
Rhodes College
BA, English Literature
University College Oxford
Britain in the Renaissaince
Coleman College
Certificate of Information Science, Computer Science
Christian Brothers High School
Retirement Benefits Group, National Retirement Partners May 2009 - May 2010
UBS Financial Services June 2006 - April 2009
Stratis Incorporated April 2001 - June 2006
HNC Software (Fair Issac) 1998 - 2001
Triteal Corp 1996 - 1998
Bluebird Systems November 1984 - 1993
Skills
Strategic Partnerships, Business Development, Channel Partners, Customer Support, Product Management, P&L Responsibility, Contract Negotiation, Cross Functional Team..., Requirements Gathering, Enterprise Software, Vertical Markets, Business Strategy, Start-ups, Cross-functional Team..., Financial Services, Management Consulting, Management, CRM, Marketing, Investments, Executive Management
Education
Rhodes College
BA, English Literature
University College Oxford
Britain in the Renaissaince
Coleman College
Certificate of Information Science, Computer Science
Christian Brothers High School
Alexander Hartney Alexander Hartney's UBS Financial Services Experience June 2012 - May 2014
Job Licensing & Finance Specialist at Chipotle Mexican Grill
Industry Restaurants
Experience
Chipotle Mexican Grill June 2014 - Present
UBS Financial Services June 2012 - May 2014
Colorado State Intra-University Computer Labs August 2011 - May 2014
Colorado State University Summit Fund May 2013 - January 2014
Skills
Portfolio Management, Investments, Valuation, Financial Analysis, Corporate Finance, Finance, Equities, Analysis, Bloomberg Terminal, Mutual Funds, Management, Wealth Management, DCF, Research, Morningstar, Internal Audit, Customer Satisfaction, Financial Modeling, Bloomberg, Data Analysis
Education
Colorado State University 2010 — 2014
Bachelor's Degree, Corporate Finance, Investment Analysis, 3.7
Chesterton Senior High School 2006 — 2010
Chipotle Mexican Grill June 2014 - Present
UBS Financial Services June 2012 - May 2014
Colorado State Intra-University Computer Labs August 2011 - May 2014
Colorado State University Summit Fund May 2013 - January 2014
Skills
Portfolio Management, Investments, Valuation, Financial Analysis, Corporate Finance, Finance, Equities, Analysis, Bloomberg Terminal, Mutual Funds, Management, Wealth Management, DCF, Research, Morningstar, Internal Audit, Customer Satisfaction, Financial Modeling, Bloomberg, Data Analysis
Education
Colorado State University 2010 — 2014
Bachelor's Degree, Corporate Finance, Investment Analysis, 3.7
Chesterton Senior High School 2006 — 2010
Parker Mitchell-Smith Parker Mitchell-Smith's UBS Financial Services Experience June 2012 - August 2012
Job Intern at Colorado Outward Bound School
Industry Financial Services
Experience
Colorado Outward Bound School May 2014 - Present
Liberty Tax Service January 2013 - May 2013
UBS Financial Services June 2012 - August 2012
American Exteriors LLC July 2009 - May 2010
Tj Max Processor April 2008 - September 2008
Skills
Economics, Problem Solving, Direct Sales, Canvassing, Investments, Business Writing, Financial Analysis, Microsoft Excel, PowerPoint, Organization, Public Speaking, Leadership, Customer Service, Entrepreneurship, Graphic Design, Keyboard Skills, Mathematics, Social Networking, Nutrition, Automotive, Building Materials, Strategic Planning, Microsoft Word
Education
Northern Arizona University 2010 — 2014
Bachelor's Degree, Business Economics
Coconino County Community College 2012 — 2012
Littleton High School
Northern Arizona University
Business Economics
Colorado Outward Bound School May 2014 - Present
Liberty Tax Service January 2013 - May 2013
UBS Financial Services June 2012 - August 2012
American Exteriors LLC July 2009 - May 2010
Tj Max Processor April 2008 - September 2008
Skills
Economics, Problem Solving, Direct Sales, Canvassing, Investments, Business Writing, Financial Analysis, Microsoft Excel, PowerPoint, Organization, Public Speaking, Leadership, Customer Service, Entrepreneurship, Graphic Design, Keyboard Skills, Mathematics, Social Networking, Nutrition, Automotive, Building Materials, Strategic Planning, Microsoft Word
Education
Northern Arizona University 2010 — 2014
Bachelor's Degree, Business Economics
Coconino County Community College 2012 — 2012
Littleton High School
Northern Arizona University
Business Economics
Dorothy O'Beirne, SHRM-SCP, SPHR Dorothy O'Beirne, SHRM-SCP, SPHR's UBS Financial Services Experience November 2000 - June 2010
Job Job search coaching, career planning and development, program management and facilitation
Industry Human Resources
Experience
Dorothy Ricciardi O'Beirne, LLC September 2013 - Present
Rutgers, The State University of New Jersey March 2014 - June 2014
County College of Morris May 2012 - 2014
JFS of Bergen and North Hudson June 2012 - July 2013
UBS Financial Services November 2000 - June 2010
PaineWebber October 1976 - October 2000
Skills
Career Counseling, Resume Writing, Career Development, Job Search Strategies, Job Coaching, Recruiting, Job Search, Human Resources, Training, Leadership Development, Organizational..., Executive Coaching, Coaching, Mentoring, Mentoring New Hires, Professional Mentoring, Peer Mentoring, Management, Leadership, Personal Development, Program Management, Talent Management, Organizational..., Employee Training, Interviews, Workforce Development, Instructional Design, MBTI, Succession Planning, Personnel Management, Career Management, Onboarding, Employee Engagement, Performance Management, Emotional Intelligence, Executive Development, Training Delivery, 360 Feedback, E-Learning, Staff Development, Organizational Design, Culture Change, Employee Relations, Management Development
Education
Pratt Institute
MLS
City University of New York
BA
Dorothy Ricciardi O'Beirne, LLC September 2013 - Present
Rutgers, The State University of New Jersey March 2014 - June 2014
County College of Morris May 2012 - 2014
JFS of Bergen and North Hudson June 2012 - July 2013
UBS Financial Services November 2000 - June 2010
PaineWebber October 1976 - October 2000
Skills
Career Counseling, Resume Writing, Career Development, Job Search Strategies, Job Coaching, Recruiting, Job Search, Human Resources, Training, Leadership Development, Organizational..., Executive Coaching, Coaching, Mentoring, Mentoring New Hires, Professional Mentoring, Peer Mentoring, Management, Leadership, Personal Development, Program Management, Talent Management, Organizational..., Employee Training, Interviews, Workforce Development, Instructional Design, MBTI, Succession Planning, Personnel Management, Career Management, Onboarding, Employee Engagement, Performance Management, Emotional Intelligence, Executive Development, Training Delivery, 360 Feedback, E-Learning, Staff Development, Organizational Design, Culture Change, Employee Relations, Management Development
Education
Pratt Institute
MLS
City University of New York
BA
Jon Brinson, CFP®, CTFA Jon Brinson, CFP®, CTFA's UBS Financial Services Experience October 2007 - Present
Job UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services October 2007 - Present
U.S. Trust, Bank of America Private Wealth Management 2006 - 2007
Merrill Lynch 2003 - 2006
Education
Campbell University 1998 — 2003
Masters of Business Administration, Trust M.B.A., Magna Cum Laude
UBS Financial Services October 2007 - Present
U.S. Trust, Bank of America Private Wealth Management 2006 - 2007
Merrill Lynch 2003 - 2006
Education
Campbell University 1998 — 2003
Masters of Business Administration, Trust M.B.A., Magna Cum Laude
R. Stephen Trudeau's UBS Financial Services Experience January 2012 - Present
Job Senior Vice PresidentWealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2012 - Present
Merrill Lynch February 1983 - January 2012
Education
Central Michigan University 1975 — 1978
Austin Catholic Prep 1970 — 1974
UBS Financial Services January 2012 - Present
Merrill Lynch February 1983 - January 2012
Education
Central Michigan University 1975 — 1978
Austin Catholic Prep 1970 — 1974
Juan (Fiona) Li's UBS Financial Services Experience June 2012 - August 2012
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
Columbia University September 2009 - May 2014
JPMorgan Chase June 2013 - August 2013
McKinsey & Company June 2013 - June 2013
UBS Financial Services June 2012 - August 2012
The Boston Consulting Group July 2011 - July 2011
Quantitative Management Associates LLC February 2011 - May 2011
Bank of America Merrill Lynch December 2008 - March 2009
Skills
C, Matlab, VBA, MS Office Suite, Mathematica, Bloomberg, SQL, R, Mathematical Modeling, Financial Engineering, Operations Research, Simulations, Stochastic Modeling
Education
Columbia University - Graduate School of Arts and Sciences 2009 — 2014
PhD, Operations Research
Columbia Engineering 2007 — 2009
MS, Operations Research
Peking University 2003 — 2007
BS, Mathematics
Beijing No.4 High School
Goldman Sachs June 2014 - Present
Columbia University September 2009 - May 2014
JPMorgan Chase June 2013 - August 2013
McKinsey & Company June 2013 - June 2013
UBS Financial Services June 2012 - August 2012
The Boston Consulting Group July 2011 - July 2011
Quantitative Management Associates LLC February 2011 - May 2011
Bank of America Merrill Lynch December 2008 - March 2009
Skills
C, Matlab, VBA, MS Office Suite, Mathematica, Bloomberg, SQL, R, Mathematical Modeling, Financial Engineering, Operations Research, Simulations, Stochastic Modeling
Education
Columbia University - Graduate School of Arts and Sciences 2009 — 2014
PhD, Operations Research
Columbia Engineering 2007 — 2009
MS, Operations Research
Peking University 2003 — 2007
BS, Mathematics
Beijing No.4 High School
Lester Bolstad, CFP Lester Bolstad, CFP's UBS Financial Services Experience September 2000 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services September 2000 - Present
Rotary Club of Wayzata 2011 - 2012
First Union Securities September 1998 - September 2000
Metropolitan Transit Commission January 1969 - March 1971
Skills
Series 7, Retirement Planning, Wealth Management
Education
Case Western Reserve University 1973 — 1974
Masters, Organzation Development, Business Management, Behavior
University High School
UBS Financial Services September 2000 - Present
Rotary Club of Wayzata 2011 - 2012
First Union Securities September 1998 - September 2000
Metropolitan Transit Commission January 1969 - March 1971
Skills
Series 7, Retirement Planning, Wealth Management
Education
Case Western Reserve University 1973 — 1974
Masters, Organzation Development, Business Management, Behavior
University High School
Sarah Wadle Sarah Wadle's UBS Financial Services Experience October 2005 - September 2008
Job PR/Media/Marketing Consultant
Industry Public Relations and Communications
Experience
First Position Media September 2008 - Present
Red Jeweled Media March 2010 - June 2014
UBS Financial Services October 2005 - September 2008
Sullivan for Congress February 2004 - November 2004
UBS Financial Services June 2000 - January 2003
UBS Financial Services 1997 - 2000
Fleet Bank 1994 - 1997
Skills
Public Relations, Social Media, Administration, Marketing Communications, Financial Sector, Technology Training, Account Management, Sales Process, Political Campaigns, People Management, Communications Strategy, Marketing Strategy, Financial Services, Strategic Communications, Management, Facebook, Sales Operations, Press Releases, Brand Development, Social Media Marketing, System Administration, Sales, Sales Management, Media Relations, Strategy, Marketing, Leadership, Online Marketing, Blogging, Social Networking, Public Speaking
Education
Central Connecticut State University
New England Banking Institute
Cromwell High School 1989 — 1993
First Position Media September 2008 - Present
Red Jeweled Media March 2010 - June 2014
UBS Financial Services October 2005 - September 2008
Sullivan for Congress February 2004 - November 2004
UBS Financial Services June 2000 - January 2003
UBS Financial Services 1997 - 2000
Fleet Bank 1994 - 1997
Skills
Public Relations, Social Media, Administration, Marketing Communications, Financial Sector, Technology Training, Account Management, Sales Process, Political Campaigns, People Management, Communications Strategy, Marketing Strategy, Financial Services, Strategic Communications, Management, Facebook, Sales Operations, Press Releases, Brand Development, Social Media Marketing, System Administration, Sales, Sales Management, Media Relations, Strategy, Marketing, Leadership, Online Marketing, Blogging, Social Networking, Public Speaking
Education
Central Connecticut State University
New England Banking Institute
Cromwell High School 1989 — 1993
Monica Jablonski Monica Jablonski's UBS Financial Services Experience September 2013 - Present
Job BSA / BTL at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services September 2013 - Present
UBS Financial Services April 2013 - Present
Miles Technologies, Inc. October 2011 - March 2013
MAJA Dance Productions, Inc. September 1985 - June 2010
Education
College of Lake County 1995 — 1995
Harper College 1994 — 1995
Various Classes
UBS Financial Services September 2013 - Present
UBS Financial Services April 2013 - Present
Miles Technologies, Inc. October 2011 - March 2013
MAJA Dance Productions, Inc. September 1985 - June 2010
Education
College of Lake County 1995 — 1995
Harper College 1994 — 1995
Various Classes
Terrence Heil Terrence Heil's UBS Financial Services Experience 1992 - 2008
Job First Vice President Investments PIM Portfolio Manager, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Polcar,Brahler,Heil, Belden Wealth Management Group of Wells Fargo Advisors July 2008 - Present
UBS Financial Services 1992 - 2008
Progressive Insurance 1988 - 1991
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1992
MBA, Finance
Case Western Reserve University 1984 — 1988
B.S., Management Science
Benedictine High School 1980 — 1984
Polcar,Brahler,Heil, Belden Wealth Management Group of Wells Fargo Advisors July 2008 - Present
UBS Financial Services 1992 - 2008
Progressive Insurance 1988 - 1991
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1992
MBA, Finance
Case Western Reserve University 1984 — 1988
B.S., Management Science
Benedictine High School 1980 — 1984
Susan Wolff Susan Wolff's UBS Financial Services Experience October 2010 - Present
Job Complex Administrative Manager at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services October 2010 - Present
UBS Financial Services September 2008 - October 2010
UBS Financial Services September 1993 - September 2008
Education
Capital Community College
Associate of Science (A.S.), General Studies
Temple University
Psychology
The University of Connecticut
UBS Financial Services October 2010 - Present
UBS Financial Services September 2008 - October 2010
UBS Financial Services September 1993 - September 2008
Education
Capital Community College
Associate of Science (A.S.), General Studies
Temple University
Psychology
The University of Connecticut
Charles Dankworth Charles Dankworth's UBS Financial Services Experience December 2008 - Present
Job Barron's Top Rated Financial Advisor; UBS Wealth Advisor, Senior Portfolio Manager
Industry Investment Management
Experience
UBS Financial Services December 2008 - Present
New Albany Chamber of Commerce January 2010 - Present
Citi September 2001 - December 2008
Morgan Stanley March 1981 - September 2001
Attorney at Law November 1976 - March 1981
Education
University of Pennsylvania - The Wharton School 1987 — 1988
Senior Consultant, Wealth Management
The Ohio State University Fisher College of Business 1979 — 1981
MBA, Business and Finance
Capital University Law School 1973 — 1976
JD, Law
The Ohio State University 1968 — 1972
BA with distinction, Political Science and Economics
UBS Financial Services December 2008 - Present
New Albany Chamber of Commerce January 2010 - Present
Citi September 2001 - December 2008
Morgan Stanley March 1981 - September 2001
Attorney at Law November 1976 - March 1981
Education
University of Pennsylvania - The Wharton School 1987 — 1988
Senior Consultant, Wealth Management
The Ohio State University Fisher College of Business 1979 — 1981
MBA, Business and Finance
Capital University Law School 1973 — 1976
JD, Law
The Ohio State University 1968 — 1972
BA with distinction, Political Science and Economics
Cheryl Kirsten Cheryl Kirsten's UBS Financial Services Experience April 2002 - April 2008
Job High Net Worth Planner at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management January 2014 - Present
Fifth Third Private Bank June 2012 - December 2013
UBS Wealth Management 2008 - 2010
UBS Financial Services April 2002 - April 2008
UBS PaineWebber, Inc. January 2000 - April 2002
PaineWebber February 1998 - February 2000
Skills
Wealth Management, Investment Advisory, Estate Planning, Retirement Planning, Asset Allocation, Trust Services, Strategic Financial..., Mutual Funds, Series 63, Series 65, Financial Advisory, Investment Strategies, Separately Managed..., Uniform Combined State..., Asset Managment, Securities, Investments, FINRA, Alternative Investments, Wealth, Retirement, Wealth Management..., Series 7, Finance, Portfolio Management, Financial Planning
Education
FAU 2015 — 2015
CFA Level 1 Candidate
Rice University 2002 — 2005
CFP, Financial Planning
University of Connecticut 1994 — 1997
MBA, finance, accounting
Chatham Twp. elem
bachelor of jungle gym, napping and playtime
Colgate University
BA, French Lit and Grammar
FAU
TD Wealth Management January 2014 - Present
Fifth Third Private Bank June 2012 - December 2013
UBS Wealth Management 2008 - 2010
UBS Financial Services April 2002 - April 2008
UBS PaineWebber, Inc. January 2000 - April 2002
PaineWebber February 1998 - February 2000
Skills
Wealth Management, Investment Advisory, Estate Planning, Retirement Planning, Asset Allocation, Trust Services, Strategic Financial..., Mutual Funds, Series 63, Series 65, Financial Advisory, Investment Strategies, Separately Managed..., Uniform Combined State..., Asset Managment, Securities, Investments, FINRA, Alternative Investments, Wealth, Retirement, Wealth Management..., Series 7, Finance, Portfolio Management, Financial Planning
Education
FAU 2015 — 2015
CFA Level 1 Candidate
Rice University 2002 — 2005
CFP, Financial Planning
University of Connecticut 1994 — 1997
MBA, finance, accounting
Chatham Twp. elem
bachelor of jungle gym, napping and playtime
Colgate University
BA, French Lit and Grammar
FAU
Michael Garrison, CFP®, ChFC, RF Michael Garrison, CFP®, ChFC, RF's UBS Financial Services Experience 2000 - 2006
Job CEO at Garrison Financial
Industry Financial Services
Experience
Garrison Financial 2006 - Present
UBS Financial Services 2000 - 2006
Raymond James Financial Services/Garrison Asset Management 1989 - 2000
Thomson McKinnon Securities, Inc. 1984 - 1989
Skills
Estate Planning, Financial Advisory, Retirement, Investment Advisory, Money Management, Retirement Planning, Securities, Asset Allocation, Asset Managment, Fixed Income, Investment Strategies, Financial Goals, High Net Worth..., Investments, Financial Planners, Pensions, IRAs, Investment Management, Saving for Education, Personal Financial..., Series 63, Series 7, Fixed Annuities, Debt Management, Equities, Private Banking, Wealth Management, Wealth Accumulation, Strategic Financial..., Capital Markets, Wealth Management..., Finance, Asset Management, 401k, Alternative Investments, Mutual Funds, Financial Services, Hedge Funds, Portfolio Management, Private Equity, FINRA, Wealth, ETFs, Investor Relations, Financial Planning
Education
College for Financial Planning 2006 — 2006
CFP, Financial Planning
The American College 1987 — 1989
ChFC, Financial Planning
University of Denver 1970 — 1972
No Degree, Psychology
Garrison Financial 2006 - Present
UBS Financial Services 2000 - 2006
Raymond James Financial Services/Garrison Asset Management 1989 - 2000
Thomson McKinnon Securities, Inc. 1984 - 1989
Skills
Estate Planning, Financial Advisory, Retirement, Investment Advisory, Money Management, Retirement Planning, Securities, Asset Allocation, Asset Managment, Fixed Income, Investment Strategies, Financial Goals, High Net Worth..., Investments, Financial Planners, Pensions, IRAs, Investment Management, Saving for Education, Personal Financial..., Series 63, Series 7, Fixed Annuities, Debt Management, Equities, Private Banking, Wealth Management, Wealth Accumulation, Strategic Financial..., Capital Markets, Wealth Management..., Finance, Asset Management, 401k, Alternative Investments, Mutual Funds, Financial Services, Hedge Funds, Portfolio Management, Private Equity, FINRA, Wealth, ETFs, Investor Relations, Financial Planning
Education
College for Financial Planning 2006 — 2006
CFP, Financial Planning
The American College 1987 — 1989
ChFC, Financial Planning
University of Denver 1970 — 1972
No Degree, Psychology
Greg Imhoff Greg Imhoff's UBS Financial Services Experience August 2007 - September 2009
Job Financial Consultant at Xcel Energy
Industry Financial Services
Experience
Xcel Energy December 2013 - Present
Kids Love Lacrosse, LLC June 2013 - Present
Stifel Nicolaus October 2009 - December 2012
UBS Financial Services August 2007 - September 2009
1st National Bank of Arizona November 2005 - August 2007
Johnson Bank November 1997 - November 2005
Rauscher, Pierce, Refsnes May 1992 - November 1997
Bank One October 1988 - May 1992
Piper Jaffray March 1987 - September 1988
Skills
Financial Analysis, Banking, Asset Managment, Fixed Income, Mutual Funds, Series 7, Asset Allocation, Investments, Wealth Management, Strategic Financial..., Portfolio Management, Risk Management, Equities, Cross Functional Team..., Collaborative Innovation, Strategy, Asset Management, Capital Markets, CRM, Financial Modeling, Microsoft Excel, Account Management, Business Planning, Finance, Analysis, Investment Advisory, Investment Strategies, Alternative Investments, ETFs, Forecasting, Securities
Education
University of Colorado at Boulder 1983 — 1986
Bachelor of Science (B.S.), Finance
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor
Fort Lewis College 1982 — 1983
Business
Cherry Creek High School 1979 — 1982
Xcel Energy December 2013 - Present
Kids Love Lacrosse, LLC June 2013 - Present
Stifel Nicolaus October 2009 - December 2012
UBS Financial Services August 2007 - September 2009
1st National Bank of Arizona November 2005 - August 2007
Johnson Bank November 1997 - November 2005
Rauscher, Pierce, Refsnes May 1992 - November 1997
Bank One October 1988 - May 1992
Piper Jaffray March 1987 - September 1988
Skills
Financial Analysis, Banking, Asset Managment, Fixed Income, Mutual Funds, Series 7, Asset Allocation, Investments, Wealth Management, Strategic Financial..., Portfolio Management, Risk Management, Equities, Cross Functional Team..., Collaborative Innovation, Strategy, Asset Management, Capital Markets, CRM, Financial Modeling, Microsoft Excel, Account Management, Business Planning, Finance, Analysis, Investment Advisory, Investment Strategies, Alternative Investments, ETFs, Forecasting, Securities
Education
University of Colorado at Boulder 1983 — 1986
Bachelor of Science (B.S.), Finance
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor
Fort Lewis College 1982 — 1983
Business
Cherry Creek High School 1979 — 1982
Lawrence Rudolph Lawrence Rudolph's UBS Financial Services Experience September 2001 - September 2006
Job Managing DirectorInvestment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Morgan Stanley Smith Barney September 2006 - July 2014
UBS financial services September 2001 - September 2006
Merrill Lynch September 1995 - September 2000
Shearson Lehman Brothers September 1984 - September 1995
Skills
Retirement Planning, Series 7, Wealth Management, Asset Management, Investments, Series 63, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Services, Strategic Financial..., Securities
Education
College for Financial Planning 2009 — 2010
crps, retirement planning
none 1986 — 1989
University of Hartford 1979 — 1983
bs, finance/insurance
scranton central high school 1976 — 1979
Wells Fargo Advisors July 2014 - Present
Morgan Stanley Smith Barney September 2006 - July 2014
UBS financial services September 2001 - September 2006
Merrill Lynch September 1995 - September 2000
Shearson Lehman Brothers September 1984 - September 1995
Skills
Retirement Planning, Series 7, Wealth Management, Asset Management, Investments, Series 63, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Services, Strategic Financial..., Securities
Education
College for Financial Planning 2009 — 2010
crps, retirement planning
none 1986 — 1989
University of Hartford 1979 — 1983
bs, finance/insurance
scranton central high school 1976 — 1979
Jacqueline Bianco Jacqueline Bianco's UBS Financial Services Experience November 2004 - Present
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2004 - Present
UBS Financial Services November 2004 - Present
UBS Financial Services November 2004 - Present
UBS Financial Services November 2004 - Present
Education
Columbia University in the City of New York
BA
UBS Financial Services November 2004 - Present
UBS Financial Services November 2004 - Present
UBS Financial Services November 2004 - Present
UBS Financial Services November 2004 - Present
Education
Columbia University in the City of New York
BA
Lucas Hammer Lucas Hammer's UBS Financial Services Experience January 2009 - May 2009
Job Freelance Tour Manager at Self Employed
Industry Entertainment
Experience
Self Employed June 2007 - Present
BRP February 2013 - July 2013
AEG Live January 2011 - July 2013
Pacific Market International June 2011 - December 2011
Marketing Factory Inc. July 2010 - September 2011
UBS Financial Services January 2009 - May 2009
Skills
Sponsorship Tour..., Music Tour Managment, Merchandising, Event Management, Festivals, Music, Management, Sponsorship
Education
California State University-Northridge 2007 — 2009
Bachelor of Science (BS), Finance
Self Employed June 2007 - Present
BRP February 2013 - July 2013
AEG Live January 2011 - July 2013
Pacific Market International June 2011 - December 2011
Marketing Factory Inc. July 2010 - September 2011
UBS Financial Services January 2009 - May 2009
Skills
Sponsorship Tour..., Music Tour Managment, Merchandising, Event Management, Festivals, Music, Management, Sponsorship
Education
California State University-Northridge 2007 — 2009
Bachelor of Science (BS), Finance
Rick Grassey Rick Grassey's UBS Financial Services Experience May 2010 - Present
Job Grassey Wealth Group SVP Wealth Management UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services May 2010 - Present
BofA Merrill Lynch February 1984 - April 2010
Skills
Investments, Wealth Management, Asset Management, Equities, Alternative Investments, Fixed Income, Hedge Funds, Series 7, Securities, Capital Markets
Education
Colgate University 1973 — 1977
AB, Philosophy
The Lawrenceville School 1971 — 1973
UBS Financial Services May 2010 - Present
BofA Merrill Lynch February 1984 - April 2010
Skills
Investments, Wealth Management, Asset Management, Equities, Alternative Investments, Fixed Income, Hedge Funds, Series 7, Securities, Capital Markets
Education
Colgate University 1973 — 1977
AB, Philosophy
The Lawrenceville School 1971 — 1973
Angela Dallesandro's UBS Financial Services Experience July 2011 - Present
Job Client Service Associate at UBS Financial Services
Industry Executive Office
Experience
UBS Financial Services July 2011 - Present
Century 21 Smith Realty Group June 2006 - August 2007
Davis R. Chant Realtors August 2004 - March 2006
Prudential Securities April 1999 - December 2003
Education
City University of New York-College of Staten Island 1993 — 1997
AAS, Applied Science
UBS Financial Services July 2011 - Present
Century 21 Smith Realty Group June 2006 - August 2007
Davis R. Chant Realtors August 2004 - March 2006
Prudential Securities April 1999 - December 2003
Education
City University of New York-College of Staten Island 1993 — 1997
AAS, Applied Science
Dan Moss Dan Moss's UBS Financial Services Experience 2006 - 2009
Job CFO and Vice Chairman of Geophia, LLC
Industry Financial Services
Experience
Geophia,LLC August 2013 - Present
The World Chamber of Commerce 2009 - Present
Morgan Stanley Capital International February 2009 - February 2013
UBS Financial Services 2006 - 2009
Prudential Financial 1988 - 2006
EF Hutton and Company 1974 - 1988
Skills
Taught courses at Emory..., These courses were on..., planning. I won three..., In addition, I taught..., Coca Cola Company, Gulf..., Start-ups, Mergers & Acquisitions, Due Diligence, Venture Capital, Investments, Entrepreneurship, Event Planning, Leadership, Strategic Partnerships, New Business Development, Executive Management, Corporate Finance, Management Consulting, Small Business, Financial Modeling, Financial Analysis, Management, Private Equity, Strategic Planning, Risk Management, Finance, Contract Negotiation, Marketing Strategy, Corporate Development, Business Planning, Business Strategy, Business Development, Strategy, Competitive Analysis, Negotiation, Fundraising, International Business, Leadership Development, Strategic Financial..., Angel Investing, Team Building, Budgets, Marketing, Valuation, Portfolio Management, Wealth Management, Emerging Markets, Asset Management, Restructuring, Alternative Investments
Education
UNC Chapel Hill 1966 — 1970
Bachelor's degree, Economics and political science
College for Financial Planning 1973 — 1974
C.F.P. (Certified Financial Planner), Financial Planning and Services
Geophia,LLC August 2013 - Present
The World Chamber of Commerce 2009 - Present
Morgan Stanley Capital International February 2009 - February 2013
UBS Financial Services 2006 - 2009
Prudential Financial 1988 - 2006
EF Hutton and Company 1974 - 1988
Skills
Taught courses at Emory..., These courses were on..., planning. I won three..., In addition, I taught..., Coca Cola Company, Gulf..., Start-ups, Mergers & Acquisitions, Due Diligence, Venture Capital, Investments, Entrepreneurship, Event Planning, Leadership, Strategic Partnerships, New Business Development, Executive Management, Corporate Finance, Management Consulting, Small Business, Financial Modeling, Financial Analysis, Management, Private Equity, Strategic Planning, Risk Management, Finance, Contract Negotiation, Marketing Strategy, Corporate Development, Business Planning, Business Strategy, Business Development, Strategy, Competitive Analysis, Negotiation, Fundraising, International Business, Leadership Development, Strategic Financial..., Angel Investing, Team Building, Budgets, Marketing, Valuation, Portfolio Management, Wealth Management, Emerging Markets, Asset Management, Restructuring, Alternative Investments
Education
UNC Chapel Hill 1966 — 1970
Bachelor's degree, Economics and political science
College for Financial Planning 1973 — 1974
C.F.P. (Certified Financial Planner), Financial Planning and Services
Ashley Buhl Ashley Buhl's UBS Financial Services Experience February 2003 - Present
Job Wealth Strategy Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2003 - Present
Merrill Lynch 2000 - 2003
Education
College of Saint Elizabeth
Bachelor's degree, Business
UBS Financial Services February 2003 - Present
Merrill Lynch 2000 - 2003
Education
College of Saint Elizabeth
Bachelor's degree, Business
Alison Keefe, SPHR Alison Keefe, SPHR's UBS Financial Services Experience June 2005 - October 2007
Job Manager, Diversity & Organizational Development at CSX
Industry Human Resources
Experience
CSX August 2015 - Present
Selective Insurance Company of America February 2013 - April 2015
Saks Fifth Avenue March 2012 - February 2013
Avon Products, Inc. October 2007 - March 2011
UBS Financial Services June 2005 - October 2007
UBS Financial Services December 2004 - June 2005
CMS Companies July 2002 - January 2004
Belmont Behavioral Health July 2001 - July 2002
Skills
Talent Management, Employee Engagement, Performance Management, Leadership Development, Organizational..., Change Management, Organizational..., Culture Change, Employee Relations, Program Management, Workshop Facilitation, HRIS, 360 Feedback, Talent Acquisition, Succession Planning, Human Resources, Talent Development, Talent Assessment, Organizational Learning, Learning Management, Team Building..., Employee Training, Career Development, High Potential..., Onboarding, Organizational Change, Talent Pipelining, Coaching, Diversity & Inclusion, Process Improvement, Training Facilitation, Internships, Program Facilitation, Learning Management..., Data Analysis, DISC, MBTI, Hogan Assessments, HR Consulting, HR Strategy, Action Learning, Metrics, Instructional Design, Internal/External..., Vendor Management, Competency Assessments, Competency Based..., Behavioral Interviewing, Lominger Competencies, Workforce Planning
Education
Columbia University in the City of New York 2004 — 2005
MA, Organizational Psychology
Drexel University 1998 — 2001
BS, Psychology
CSX August 2015 - Present
Selective Insurance Company of America February 2013 - April 2015
Saks Fifth Avenue March 2012 - February 2013
Avon Products, Inc. October 2007 - March 2011
UBS Financial Services June 2005 - October 2007
UBS Financial Services December 2004 - June 2005
CMS Companies July 2002 - January 2004
Belmont Behavioral Health July 2001 - July 2002
Skills
Talent Management, Employee Engagement, Performance Management, Leadership Development, Organizational..., Change Management, Organizational..., Culture Change, Employee Relations, Program Management, Workshop Facilitation, HRIS, 360 Feedback, Talent Acquisition, Succession Planning, Human Resources, Talent Development, Talent Assessment, Organizational Learning, Learning Management, Team Building..., Employee Training, Career Development, High Potential..., Onboarding, Organizational Change, Talent Pipelining, Coaching, Diversity & Inclusion, Process Improvement, Training Facilitation, Internships, Program Facilitation, Learning Management..., Data Analysis, DISC, MBTI, Hogan Assessments, HR Consulting, HR Strategy, Action Learning, Metrics, Instructional Design, Internal/External..., Vendor Management, Competency Assessments, Competency Based..., Behavioral Interviewing, Lominger Competencies, Workforce Planning
Education
Columbia University in the City of New York 2004 — 2005
MA, Organizational Psychology
Drexel University 1998 — 2001
BS, Psychology
Alexandra Coluccio Alexandra Coluccio's UBS Financial Services Experience February 2001 - April 2007
Job Experienced Human Resources and Customer Service Manager
Industry Financial Services
Experience
UBS May 2007 - March 2010
UBS Financial Services February 2001 - April 2007
UBS / PaineWebber February 1999 - January 2001
PaineWebber January 1996 - January 1999
Education
City University of New York-Brooklyn College 1992 — 1994
MA, Industrial & Organizational Psychology
UBS May 2007 - March 2010
UBS Financial Services February 2001 - April 2007
UBS / PaineWebber February 1999 - January 2001
PaineWebber January 1996 - January 1999
Education
City University of New York-Brooklyn College 1992 — 1994
MA, Industrial & Organizational Psychology
Steven S. Drachman Steven S. Drachman's UBS Financial Services Experience March 2008 - January 2012
Job Compliance
Industry Financial Services
Experience
Deutsche Bank September 2014 - Present
Investment Advisory Services April 2013 - September 2014
The Electrum Group January 2012 - March 2013
UBS Financial Services March 2008 - January 2012
Dechert LLP 2006 - 2008
AIG Global Investment Group 2001 - 2006
Shereff Friedman Hoffman & Goodman 1995 - 1999
Sullivan and Cromwell 1993 - 1994
Self Employed 1990 - 1993
Skills
Securities Regulation, Securities, Alternative Investments, Investment Advisory, Asset Managment, Investment Management, Investments, Hedge Funds, FINRA, Private Equity, Due Diligence, AML, Fund Of Funds, Mutual Funds, Asset Management, Financial Services, Broker-Dealer, Capital Markets, Equities, Derivatives
Education
Columbia Law School 1990 — 1993
JD, lAW
Columbia College (NY) 1983 — 1987
AB, East Asian Studies
Deutsche Bank September 2014 - Present
Investment Advisory Services April 2013 - September 2014
The Electrum Group January 2012 - March 2013
UBS Financial Services March 2008 - January 2012
Dechert LLP 2006 - 2008
AIG Global Investment Group 2001 - 2006
Shereff Friedman Hoffman & Goodman 1995 - 1999
Sullivan and Cromwell 1993 - 1994
Self Employed 1990 - 1993
Skills
Securities Regulation, Securities, Alternative Investments, Investment Advisory, Asset Managment, Investment Management, Investments, Hedge Funds, FINRA, Private Equity, Due Diligence, AML, Fund Of Funds, Mutual Funds, Asset Management, Financial Services, Broker-Dealer, Capital Markets, Equities, Derivatives
Education
Columbia Law School 1990 — 1993
JD, lAW
Columbia College (NY) 1983 — 1987
AB, East Asian Studies
Margaret Carey Margaret Carey's UBS Financial Services Experience August 2004 - Present
Job SVP Wealth Management & Financial Advisor The Carey Group UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services August 2004 - Present
Merrill Lynch February 1992 - August 2004
Dean Witter August 1985 - January 1991
Keefe, Bruyette & Woods August 1981 - August 1985
Skills
Series 7, Series 63, Life, Accident & Health...
Education
Columbia University - Columbia Business School 1978 — 1980
Finance
UBS Financial Services August 2004 - Present
Merrill Lynch February 1992 - August 2004
Dean Witter August 1985 - January 1991
Keefe, Bruyette & Woods August 1981 - August 1985
Skills
Series 7, Series 63, Life, Accident & Health...
Education
Columbia University - Columbia Business School 1978 — 1980
Finance
Mark R. Olson Mark R. Olson's UBS Financial Services Experience August 2006 - August 2007
Job Financial Advisor located at Wings Financial Credit Union
Industry Financial Services
Experience
Wings Financial Credit Union January 2014 - Present
CUNA Brokerage Services Inc. July 2012 - December 2013
VALIC Financial Advisors December 2010 - July 2012
MetLife Resources September 2007 - December 2010
UBS Financial Services August 2006 - August 2007
Saab Financial Services July 2004 - February 2006
Saab Financial Services Corp. October 2003 - July 2004
VW Credit, Inc. March 2000 - April 2003
VW Credit, Inc. April 1999 - March 2000
Audi Financial Services June 1998 - April 1999
Skills
Financial Services, Personal Financial..., Wealth Management, Asset Allocation, Investment Brokerage, Investment Advisory, Retirement Income..., Retirement, IRAs, Simple IRA, SEP IRA, Securities, Mutual Funds, Fixed Annuities, Indexed Annuities, Variable Annuities, ETFs, Unit Trusts, REITs, Structured Products, Life Insurance, Long Term Care Insurance, Group Retirement Plans, 401k, 403 b, Retirement Plan..., Pensions, Strategic Financial..., Financial Analysis, Portfolio Management, Risk Management, Asset Management, Estate Planning, Uniform Combined State..., Employee Benefits
Education
Carleton College 1982 — 1986
BA
Wings Financial Credit Union January 2014 - Present
CUNA Brokerage Services Inc. July 2012 - December 2013
VALIC Financial Advisors December 2010 - July 2012
MetLife Resources September 2007 - December 2010
UBS Financial Services August 2006 - August 2007
Saab Financial Services July 2004 - February 2006
Saab Financial Services Corp. October 2003 - July 2004
VW Credit, Inc. March 2000 - April 2003
VW Credit, Inc. April 1999 - March 2000
Audi Financial Services June 1998 - April 1999
Skills
Financial Services, Personal Financial..., Wealth Management, Asset Allocation, Investment Brokerage, Investment Advisory, Retirement Income..., Retirement, IRAs, Simple IRA, SEP IRA, Securities, Mutual Funds, Fixed Annuities, Indexed Annuities, Variable Annuities, ETFs, Unit Trusts, REITs, Structured Products, Life Insurance, Long Term Care Insurance, Group Retirement Plans, 401k, 403 b, Retirement Plan..., Pensions, Strategic Financial..., Financial Analysis, Portfolio Management, Risk Management, Asset Management, Estate Planning, Uniform Combined State..., Employee Benefits
Education
Carleton College 1982 — 1986
BA
George Koeltl George Koeltl's UBS Financial Services Experience November 2000 - December 2004
Job CERTIFIED FINANCIAL PLANNER™ and CDFA at Reby Advisors
Industry Financial Services
Experience
Reby Advisors January 2005 - Present
UBS Financial Services November 2000 - December 2004
BofA Merrill Lynch April 1997 - November 2000
NYS Department of Tax & Finance February 1991 - April 1997
Education
City University of New York-Herbert H. Lehman College
BS, Accounting
Reby Advisors January 2005 - Present
UBS Financial Services November 2000 - December 2004
BofA Merrill Lynch April 1997 - November 2000
NYS Department of Tax & Finance February 1991 - April 1997
Education
City University of New York-Herbert H. Lehman College
BS, Accounting
Jeff Grillo's UBS Financial Services Experience June 2004 - September 2004
Job Insights Manager at 1000heads
Industry Marketing and Advertising
Experience
1000heads August 2013 - Present
Waggener Edstrom January 2011 - June 2013
Waggener Edstrom January 2009 - January 2011
Waggener Edstrom August 2006 - January 2009
Market Probe January 2006 - August 2006
Friedman Corp September 2005 - January 2006
UBS Financial Services June 2004 - September 2004
Marketing/Quality Assurance June 2003 - August 2003
Skills
Data Analysis, Enterprise Software, Social Media, Management, Market Research, Research, Analysis, Analytics, SPSS, Event Planning, PowerPoint, Integration, Social Media Measurement, Competitive Analysis, Advertising, Microsoft Excel, Program Management, Public Relations, Digital Strategy, Marketing Communications, Digital Media, Strategic Communications, Marketing, Social Media Marketing, Start-ups, Event Management, Project Management, CRM, Marketing Research
Education
Oregon State University 2000 — 2005
Bachelors, Major: Marketing & International Business Minor: Pre-Law
City University of Hong Kong 2005 — 2005
Abroad, International Marketing
Sunset High School 1996 — 2000
1000heads August 2013 - Present
Waggener Edstrom January 2011 - June 2013
Waggener Edstrom January 2009 - January 2011
Waggener Edstrom August 2006 - January 2009
Market Probe January 2006 - August 2006
Friedman Corp September 2005 - January 2006
UBS Financial Services June 2004 - September 2004
Marketing/Quality Assurance June 2003 - August 2003
Skills
Data Analysis, Enterprise Software, Social Media, Management, Market Research, Research, Analysis, Analytics, SPSS, Event Planning, PowerPoint, Integration, Social Media Measurement, Competitive Analysis, Advertising, Microsoft Excel, Program Management, Public Relations, Digital Strategy, Marketing Communications, Digital Media, Strategic Communications, Marketing, Social Media Marketing, Start-ups, Event Management, Project Management, CRM, Marketing Research
Education
Oregon State University 2000 — 2005
Bachelors, Major: Marketing & International Business Minor: Pre-Law
City University of Hong Kong 2005 — 2005
Abroad, International Marketing
Sunset High School 1996 — 2000
Brad Kolstoe's UBS Financial Services Experience December 2011 - February 2013
Job Vice President at Lightstone Group
Industry Financial Services
Experience
Lightstone Group September 2013 - Present
bk / consult, llc February 2013 - September 2013
UBS Financial Services December 2011 - February 2013
Cembra Financial Group, LLC February 2010 - December 2011
Phoenix Life Insurance Company 2002 - 2009
Universal Financial Consultants 2004 - 2005
MFS Investment Management 2000 - 2001
Delaware Investments 1997 - 2000
UBS 1991 - 1997
Skills
Leadership, Fixed Annuities, Insurance, Life Insurance, Investments, Sales Operations, Public Speaking, Series 7, Series 24, Series 63, Series 65, Colorado Life, Health &..., Retirement, Retirement Planning, 401k, Variable Annuities, Asset Allocation, Alternative Investments, Investment Advisory, Sales Management, Relationship Management, Financial Services, Portfolio Management, Estate Planning, Financial Advisory, Strategic Financial..., Mutual Funds, Finance, Financial Planners, Wealth Management, Long-term Care, Securities
Education
Colorado State University 1971 — 1976
BS, Biological & Physical Sciences
University of Wyoming College of Law
Lightstone Group September 2013 - Present
bk / consult, llc February 2013 - September 2013
UBS Financial Services December 2011 - February 2013
Cembra Financial Group, LLC February 2010 - December 2011
Phoenix Life Insurance Company 2002 - 2009
Universal Financial Consultants 2004 - 2005
MFS Investment Management 2000 - 2001
Delaware Investments 1997 - 2000
UBS 1991 - 1997
Skills
Leadership, Fixed Annuities, Insurance, Life Insurance, Investments, Sales Operations, Public Speaking, Series 7, Series 24, Series 63, Series 65, Colorado Life, Health &..., Retirement, Retirement Planning, 401k, Variable Annuities, Asset Allocation, Alternative Investments, Investment Advisory, Sales Management, Relationship Management, Financial Services, Portfolio Management, Estate Planning, Financial Advisory, Strategic Financial..., Mutual Funds, Finance, Financial Planners, Wealth Management, Long-term Care, Securities
Education
Colorado State University 1971 — 1976
BS, Biological & Physical Sciences
University of Wyoming College of Law
Bruce Resnik Bruce Resnik's UBS Financial Services Experience January 2004 - February 2008
Job Senior Financial Adviser at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. February 2008 - Present
UBS Financial Services January 2004 - February 2008
BLR MoneyMatters LLC July 2001 - December 2003
YouthStream Media Networks, Inc. October 1996 - June 2001
Grey Global Group August 1992 - September 1996
Integrated Resources Inc. December 1979 - November 1991
Skadden Arps 1979 - 1980
Marshall Bratter Greene Allison & tucker January 1976 - December 1978
PwC September 1974 - December 1975
Education
Columbia University - Columbia Business School 1972 — 1974
MBA
Columbia University School of Law 1971 — 1974
JD
The Johns Hopkins University 1964 — 1968
BA
Linden High School 1961 — 1964
Summit Financial Resources, Inc. February 2008 - Present
UBS Financial Services January 2004 - February 2008
BLR MoneyMatters LLC July 2001 - December 2003
YouthStream Media Networks, Inc. October 1996 - June 2001
Grey Global Group August 1992 - September 1996
Integrated Resources Inc. December 1979 - November 1991
Skadden Arps 1979 - 1980
Marshall Bratter Greene Allison & tucker January 1976 - December 1978
PwC September 1974 - December 1975
Education
Columbia University - Columbia Business School 1972 — 1974
MBA
Columbia University School of Law 1971 — 1974
JD
The Johns Hopkins University 1964 — 1968
BA
Linden High School 1961 — 1964
Jeffrey Isaac, CRPS, AIF Jeffrey Isaac, CRPS, AIF's UBS Financial Services Experience December 2002 - October 2012
Job Managing Director Emerging Markets at MassMutual Financial Group
Industry Investment Management
Experience
MassMutual Financial Group March 2014 - Present
Pilot Benefits November 2012 - March 2014
UBS Financial Services December 2002 - October 2012
Salomon Smith Barney July 1998 - November 2001
Skills
401k, Series 7, Series 66, Mutual Funds, Retirement Planning, Investment Advisory, Investments, Retirement, Asset Managment, Separately Managed...
Education
College for Financial Planning 2009 — 2009
CRPS, Chartered Retired Plans Specialist Designation
New York University SCPS
CFP Coursework
State University of New York at Albany 1995 — 1998
English, Double Minor in Business and Spanish
MassMutual Financial Group March 2014 - Present
Pilot Benefits November 2012 - March 2014
UBS Financial Services December 2002 - October 2012
Salomon Smith Barney July 1998 - November 2001
Skills
401k, Series 7, Series 66, Mutual Funds, Retirement Planning, Investment Advisory, Investments, Retirement, Asset Managment, Separately Managed...
Education
College for Financial Planning 2009 — 2009
CRPS, Chartered Retired Plans Specialist Designation
New York University SCPS
CFP Coursework
State University of New York at Albany 1995 — 1998
English, Double Minor in Business and Spanish
Adam Deutsch Adam Deutsch's UBS Financial Services Experience June 2007 - August 2008
Job Associate at River Hollow Partners
Industry Financial Services
Experience
River Hollow Partners September 2013 - Present
Laurus Capital Management August 2008 - December 2012
UBS Financial Services June 2007 - August 2008
Education
Columbia Business School 2013 — 2014
Master of Business Administration (MBA)
Vassar College 2003 — 2007
Bachelor of Arts (B.A.)
River Hollow Partners September 2013 - Present
Laurus Capital Management August 2008 - December 2012
UBS Financial Services June 2007 - August 2008
Education
Columbia Business School 2013 — 2014
Master of Business Administration (MBA)
Vassar College 2003 — 2007
Bachelor of Arts (B.A.)
Paul E. Lee's UBS Financial Services Experience February 2009 - Present
Job Director | Omni Wealth Management Group | UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2009 - Present
Presbyterian Church (USA) October 2008 - Present
American Corporate Partners (ACP) August 2014 - Present
Merrill Lynch Global Wealth Management August 1993 - January 2009
Altschuler, Melvoin & Glasser September 1990 - July 1993
Skills
401(k) / Profit Sharing..., Alternative Investments, Asset Protection, Business Valuation, Charitable Giving, Concentrated Stock..., Equity Derivatives, Estate Planning, Investment Banking, Long Term Care, Mergers & Acquitistions, Portfolio Management, Private Banking, Transition Planning, Wealth Preservation..., Wealth, Long-term Care, Retirement, Retirement Planning, Charities, Investment Management, Wealth Management, Financial Advisory, Strategic Financial..., Leadership, Uniform Combined State..., Series 7, Asset Allocation, Asset Management, Finance, Investment Advisory, Insurance, Mutual Funds, High Net Worth..., Valuation, Wealth Management..., 401k, Securities, Series 63, Investment Strategies, Fixed Income, Equities, IRAs, FINRA, 401k Rollovers
Education
Indiana University - Kelley School of Business 1986 — 1990
B.S., Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business
Advanced Portfolio Management
College for Financial Planning 2006 — 2010
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Center for Fidicuary Studies, Accredited Investment Fiduciary®
Niles North High School 1982 — 1986
UBS Financial Services February 2009 - Present
Presbyterian Church (USA) October 2008 - Present
American Corporate Partners (ACP) August 2014 - Present
Merrill Lynch Global Wealth Management August 1993 - January 2009
Altschuler, Melvoin & Glasser September 1990 - July 1993
Skills
401(k) / Profit Sharing..., Alternative Investments, Asset Protection, Business Valuation, Charitable Giving, Concentrated Stock..., Equity Derivatives, Estate Planning, Investment Banking, Long Term Care, Mergers & Acquitistions, Portfolio Management, Private Banking, Transition Planning, Wealth Preservation..., Wealth, Long-term Care, Retirement, Retirement Planning, Charities, Investment Management, Wealth Management, Financial Advisory, Strategic Financial..., Leadership, Uniform Combined State..., Series 7, Asset Allocation, Asset Management, Finance, Investment Advisory, Insurance, Mutual Funds, High Net Worth..., Valuation, Wealth Management..., 401k, Securities, Series 63, Investment Strategies, Fixed Income, Equities, IRAs, FINRA, 401k Rollovers
Education
Indiana University - Kelley School of Business 1986 — 1990
B.S., Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business
Advanced Portfolio Management
College for Financial Planning 2006 — 2010
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Center for Fidicuary Studies, Accredited Investment Fiduciary®
Niles North High School 1982 — 1986
Brendon Hutchins Brendon Hutchins's UBS Financial Services Experience December 2013 - Present
Job Senior Vice President Wealth Management, CFP®
Industry Investment Management
Experience
UBS Financial Services December 2013 - Present
St. Germain Investment Management September 2003 - November 2013
Fleet Bank November 2001 - September 2003
Fidelity Investments January 1994 - November 2001
Education
College of the Holy Cross 1990 — 1994
College of the Holy Cross 1990 — 1994
UBS Financial Services December 2013 - Present
St. Germain Investment Management September 2003 - November 2013
Fleet Bank November 2001 - September 2003
Fidelity Investments January 1994 - November 2001
Education
College of the Holy Cross 1990 — 1994
College of the Holy Cross 1990 — 1994
Jeffrey Strouse Jeffrey Strouse's UBS Financial Services Experience September 2010 - Present
Job Executive Director, Lead Wealth Management Consultant at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services September 2010 - Present
UBS 2006 - 2010
Smith Barney July 2000 - August 2006
Jeffrey B. Strouse & Associates 1990 - 2000
Ernst & Young CPA s 1985 - 1990
Education
University of Mississippi
Bachelor's degree, Accountancy
Esperti Peterson Institute- Global Center of Wealth Design
Post-doctoral Fellow
Capital University Law School 1983 — 1986
Doctor of Law (JD)
UBS Financial Services September 2010 - Present
UBS 2006 - 2010
Smith Barney July 2000 - August 2006
Jeffrey B. Strouse & Associates 1990 - 2000
Ernst & Young CPA s 1985 - 1990
Education
University of Mississippi
Bachelor's degree, Accountancy
Esperti Peterson Institute- Global Center of Wealth Design
Post-doctoral Fellow
Capital University Law School 1983 — 1986
Doctor of Law (JD)
Marlon Ragland Jr. Marlon Ragland Jr.'s UBS Financial Services Experience January 2010 - December 2011
Job Key Account Executive with UPS
Industry Logistics and Supply Chain
Experience
UPS March 2013 - Present
UBS Financial Services January 2010 - December 2011
UBS Wealth Management June 2007 - January 2010
Skills
Financial Services, Community Outreach, Investment Advisory, Microsoft Office, Financial Analysis, Program Management, Event Planning, Public Speaking, Customer Service, Sales, Management, Market Research, Microsoft Excel, PowerPoint, Research, Microsoft Word, Marketing
Education
State University of New York at New Paltz 2004 — 2007
BA, Business Administration, Black Studies
City University of New York-Herbert H. Lehman College 2002 — 2004
Communications Media
UPS March 2013 - Present
UBS Financial Services January 2010 - December 2011
UBS Wealth Management June 2007 - January 2010
Skills
Financial Services, Community Outreach, Investment Advisory, Microsoft Office, Financial Analysis, Program Management, Event Planning, Public Speaking, Customer Service, Sales, Management, Market Research, Microsoft Excel, PowerPoint, Research, Microsoft Word, Marketing
Education
State University of New York at New Paltz 2004 — 2007
BA, Business Administration, Black Studies
City University of New York-Herbert H. Lehman College 2002 — 2004
Communications Media
Ira A. Walker Ira A. Walker's UBS Financial Services Experience February 2008 - Present
Job Managing Director at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2008 - Present
Morgan Stanley December 1987 - February 2008
Shearson Lehman Brothers May 1985 - December 1987
Education
The Wharton School Executive Education Program at the University of Pennsylvania 1993 — 1995
Brooklyn College
B.S.
UBS Financial Services February 2008 - Present
Morgan Stanley December 1987 - February 2008
Shearson Lehman Brothers May 1985 - December 1987
Education
The Wharton School Executive Education Program at the University of Pennsylvania 1993 — 1995
Brooklyn College
B.S.
Alexa Frazier's UBS Financial Services Experience February 2007 - July 2008
Job Manager, Marketing and Communications at Treliant Risk Advisors
Industry Financial Services
Experience
Treliant Risk Advisors January 2014 - Present
Treliant Risk Advisors January 2012 - December 2013
Treliant Risk Advisors January 2011 - December 2011
SourceDirect February 2010 - October 2010
Evergreen Shipping Agency July 2008 - February 2010
UBS Financial Services February 2007 - July 2008
Skills
Logistics, Customer Service, Microsoft Office, Government, Microsoft Excel, New Business Development, PowerPoint, Project Management, Corporate Communications, Marketing, Management, Marketing Strategy, Event Planning, Social Media, Social Media Marketing, Newsletters, Editing
Education
College of Charleston 2004 — 2008
Bachelor of Arts
The University of Queensland 2006 — 2006
Treliant Risk Advisors January 2014 - Present
Treliant Risk Advisors January 2012 - December 2013
Treliant Risk Advisors January 2011 - December 2011
SourceDirect February 2010 - October 2010
Evergreen Shipping Agency July 2008 - February 2010
UBS Financial Services February 2007 - July 2008
Skills
Logistics, Customer Service, Microsoft Office, Government, Microsoft Excel, New Business Development, PowerPoint, Project Management, Corporate Communications, Marketing, Management, Marketing Strategy, Event Planning, Social Media, Social Media Marketing, Newsletters, Editing
Education
College of Charleston 2004 — 2008
Bachelor of Arts
The University of Queensland 2006 — 2006
Alexandra Moser Alexandra Moser's UBS Financial Services Experience March 2009 - June 2009
Job Product Marketing at SalesforceIQ
Industry Internet
Experience
SalesforceIQ March 2015 - Present
RelateIQ November 2013 - February 2015
Bloom Energy August 2011 - October 2013
First Solar July 2010 - August 2010
UBS Financial Services March 2009 - June 2009
Morgan Stanley July 2006 - March 2009
Skills
Market Research, Valuation, Sales Management, Equities, Strategy, Marketing Strategy, Management, Sales, Investments, Start-ups, RelateIQ, CRM, Entrepreneurship, Competitive Analysis, Business Development, Integrated Marketing
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Yale University 2002 — 2006
BA, Molecular, Cellular & Developmental Biology
Menlo School 1998 — 2002
SalesforceIQ March 2015 - Present
RelateIQ November 2013 - February 2015
Bloom Energy August 2011 - October 2013
First Solar July 2010 - August 2010
UBS Financial Services March 2009 - June 2009
Morgan Stanley July 2006 - March 2009
Skills
Market Research, Valuation, Sales Management, Equities, Strategy, Marketing Strategy, Management, Sales, Investments, Start-ups, RelateIQ, CRM, Entrepreneurship, Competitive Analysis, Business Development, Integrated Marketing
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Yale University 2002 — 2006
BA, Molecular, Cellular & Developmental Biology
Menlo School 1998 — 2002
Robert Parrott's UBS Financial Services Experience January 2009 - Present
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Merrill Lynch February 2000 - January 2009
Skills
Investments, Financial Advisory, Finance, Certified Financial..., CLU, Strategic Planning, Retirement Planning, Series 7, Leadership, Financial Planning, Wealth Management, Risk Management, Retirement, Strategic Financial..., Customer Service, Portfolio Management, Series 63, ChFC, Investment Advisory, Asset Allocation, Investment Strategies
Education
Central College 1967 — 1970
B.A. Economics
UBS Financial Services January 2009 - Present
Merrill Lynch February 2000 - January 2009
Skills
Investments, Financial Advisory, Finance, Certified Financial..., CLU, Strategic Planning, Retirement Planning, Series 7, Leadership, Financial Planning, Wealth Management, Risk Management, Retirement, Strategic Financial..., Customer Service, Portfolio Management, Series 63, ChFC, Investment Advisory, Asset Allocation, Investment Strategies
Education
Central College 1967 — 1970
B.A. Economics
BARRY W. SHERMAN BARRY W. SHERMAN's UBS Financial Services Experience April 2007 - October 2009
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
UBS Financial Services April 2007 - October 2009
Neiter and Sherman January 1980 - June 1990
Education
Southwestern Law School 1977 — 1980
J.D., Law
City University of New York-Brooklyn College 1972 — 1977
B.A., Political Science; Public Speaking
Merrill Lynch October 2009 - Present
UBS Financial Services April 2007 - October 2009
Neiter and Sherman January 1980 - June 1990
Education
Southwestern Law School 1977 — 1980
J.D., Law
City University of New York-Brooklyn College 1972 — 1977
B.A., Political Science; Public Speaking
Justine Girard Justine Girard's UBS Financial Services Experience 1980 - 2004
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2004 - Present
UBS Financial Services 1980 - 2004
Skills
Retirement Planning, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investments, Series 63, Investment Strategies, Investment Advisory, Asset Management
Education
College for Financial Planning
AAMS, Asset Management
University of California, San Diego
BA
Wells Fargo Advisors March 2004 - Present
UBS Financial Services 1980 - 2004
Skills
Retirement Planning, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investments, Series 63, Investment Strategies, Investment Advisory, Asset Management
Education
College for Financial Planning
AAMS, Asset Management
University of California, San Diego
BA
Hemant Bendre, PMP Hemant Bendre, PMP's UBS Financial Services Experience June 2006 - 2010
Job
Industry Financial Services
Experience
Kingsboro Community College 2012 - 2014
Cargomatrix May 2012 - August 2012
PSEG May 2011 - March 2012
Bank of America Merrill Lynch December 2010 - March 2011
UBS Financial Services June 2006 - 2010
UBS Financial Services April 2004 - May 2006
UBS Financial Services March 1999 - March 2004
Solomon Smith Barney October 1997 - February 1999
United Parcel Service June 1993 - September 1997
Pencom Systems October 1989 - May 1993
Skills
Microsoft SQL Server, Project Management, Applications..., Management, SDLC, Vendor Management, Program Management, Business Analysis, Business Intelligence, Visio, IT Management, MS Project, IT Strategy, Requirements Analysis, Risk Management, Process Improvement, Software Development, PMO
Education
College of Engineering Pune
Bachelor of Engineering (BE), Electrical and Electronics Engineering
New York Institute of Technology-Old Westbury
MS, Computer Science
Kingsboro Community College 2012 - 2014
Cargomatrix May 2012 - August 2012
PSEG May 2011 - March 2012
Bank of America Merrill Lynch December 2010 - March 2011
UBS Financial Services June 2006 - 2010
UBS Financial Services April 2004 - May 2006
UBS Financial Services March 1999 - March 2004
Solomon Smith Barney October 1997 - February 1999
United Parcel Service June 1993 - September 1997
Pencom Systems October 1989 - May 1993
Skills
Microsoft SQL Server, Project Management, Applications..., Management, SDLC, Vendor Management, Program Management, Business Analysis, Business Intelligence, Visio, IT Management, MS Project, IT Strategy, Requirements Analysis, Risk Management, Process Improvement, Software Development, PMO
Education
College of Engineering Pune
Bachelor of Engineering (BE), Electrical and Electronics Engineering
New York Institute of Technology-Old Westbury
MS, Computer Science
Michelle Meacham Michelle Meacham's UBS Financial Services Experience July 2008 - May 2009
Job Portfolio Manager at Ascendant Capital Management
Industry Financial Services
Experience
Ascendant Capital Management, LLC August 2014 - Present
HCR Wealth Advisors August 2014 - Present
Toyota Financial Services October 2011 - August 2014
Union Bank January 2010 - October 2011
UBS FINANCIAL SERVICES July 2008 - May 2009
Draper and Kramer May 2007 - August 2007
Skills
Financial Modeling, Fixed Income, Valuation, Derivatives, Portfolio Management, Due Diligence, Trading, Bloomberg, Quantitative Finance, Interest Rate..., Credit, FX Options, Finance, Options, Financial Analysis
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT 2009 — 2010
Master, Financial Engineering
Colorado State University
B.S, Mathematics
Ascendant Capital Management, LLC August 2014 - Present
HCR Wealth Advisors August 2014 - Present
Toyota Financial Services October 2011 - August 2014
Union Bank January 2010 - October 2011
UBS FINANCIAL SERVICES July 2008 - May 2009
Draper and Kramer May 2007 - August 2007
Skills
Financial Modeling, Fixed Income, Valuation, Derivatives, Portfolio Management, Due Diligence, Trading, Bloomberg, Quantitative Finance, Interest Rate..., Credit, FX Options, Finance, Options, Financial Analysis
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT 2009 — 2010
Master, Financial Engineering
Colorado State University
B.S, Mathematics
Mary Tagler, CFP® Mary Tagler, CFP®'s UBS Financial Services Experience October 1999 - April 2005
Job
Industry Financial Services
Experience
RMB Capital Management January 2010 - Present
Gilson Labus & Silverman LLC August 2008 - April 2010
Chicago Kent College of Law August 2008 - February 2009
Gilson Labus & Silverman LLC February 2008 - April 2008
RMB Capital Management April 2005 - August 2007
UBS Financial Services October 1999 - April 2005
Oak Park Township Youth Services September 1998 - September 1999
Bagelman's August 1995 - May 1998
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
Finance
Chicago-Kent College of Law, Illinois Institute of Technology 2007 — 2009
American Intercontinental University 1997 — 1997
Oak Park-River Forest High School 1990 — 1994
RMB Capital Management January 2010 - Present
Gilson Labus & Silverman LLC August 2008 - April 2010
Chicago Kent College of Law August 2008 - February 2009
Gilson Labus & Silverman LLC February 2008 - April 2008
RMB Capital Management April 2005 - August 2007
UBS Financial Services October 1999 - April 2005
Oak Park Township Youth Services September 1998 - September 1999
Bagelman's August 1995 - May 1998
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
Finance
Chicago-Kent College of Law, Illinois Institute of Technology 2007 — 2009
American Intercontinental University 1997 — 1997
Oak Park-River Forest High School 1990 — 1994
Thomas Ahern Thomas Ahern's UBS Financial Services Experience August 2005 - October 2008
Job Director of Planning Services at Creative Capital Wealth Management Group
Industry Financial Services
Experience
Creative Capital Wealth Management Group November 2012 - Present
New York Life January 2010 - August 2010
Harvest Group Financial Services December 2008 - January 2010
UBS Financial Services August 2005 - October 2008
Skills
Insurance, Series 7, Series 66, Life and Health License, Passed CFP Exam in..., Portfolio Management, Financial Services, Financial Advisory, Life Insurance, Wealth Management, Mutual Funds, Retirement Planning, Series 63, Investment Advisory, Retirement, Asset Allocation, Business Development, Securities, Investments
Education
Chadron State College 1974 — 1978
bachelor of arts, business administration
Creative Capital Wealth Management Group November 2012 - Present
New York Life January 2010 - August 2010
Harvest Group Financial Services December 2008 - January 2010
UBS Financial Services August 2005 - October 2008
Skills
Insurance, Series 7, Series 66, Life and Health License, Passed CFP Exam in..., Portfolio Management, Financial Services, Financial Advisory, Life Insurance, Wealth Management, Mutual Funds, Retirement Planning, Series 63, Investment Advisory, Retirement, Asset Allocation, Business Development, Securities, Investments
Education
Chadron State College 1974 — 1978
bachelor of arts, business administration
Kenneth Correa, CFP® Kenneth Correa, CFP®'s UBS Financial Services Experience November 2007 - May 2015
Job Executive Director
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
UBS Financial Services November 2007 - May 2015
UBS Financial Services July 2006 - November 2007
UBS Financial Services February 2006 - July 2006
UBS Financial Services September 2004 - January 2006
UBS Financial Services January 2002 - September 2004
UBS Financial Services April 2001 - January 2002
UBS Financial Services June 2000 - April 2001
Paine Webber June 1998 - June 2000
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Honors
Queens College
Bachelor of Arts, Economics with a concentration in Finance; Minor: Business & Liberal Arts, Cum Laude
The University of Hong Kong
Political Economy
UBS Wealth Management June 2015 - Present
UBS Financial Services November 2007 - May 2015
UBS Financial Services July 2006 - November 2007
UBS Financial Services February 2006 - July 2006
UBS Financial Services September 2004 - January 2006
UBS Financial Services January 2002 - September 2004
UBS Financial Services April 2001 - January 2002
UBS Financial Services June 2000 - April 2001
Paine Webber June 1998 - June 2000
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Honors
Queens College
Bachelor of Arts, Economics with a concentration in Finance; Minor: Business & Liberal Arts, Cum Laude
The University of Hong Kong
Political Economy
C. Mitchell Meyers C. Mitchell Meyers's UBS Financial Services Experience May 2012 - Present
Job Account Vice President, CRPS, Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services May 2012 - Present
UBS Financial Services May 2011 - September 2011
Chesapeake Energy June 2010 - August 2010
Education
College for Financial Planning 2013 — 2013
Chartered Retirement Planning Specialist, Financial Planning and Services
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor Business Administration, Finance
University of Innsbruck 2011 — 2011
UBS Financial Services May 2012 - Present
UBS Financial Services May 2011 - September 2011
Chesapeake Energy June 2010 - August 2010
Education
College for Financial Planning 2013 — 2013
Chartered Retirement Planning Specialist, Financial Planning and Services
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor Business Administration, Finance
University of Innsbruck 2011 — 2011
Justin Heggan Justin Heggan's UBS Financial Services Experience January 2007 - May 2007
Job Manager at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan June 2013 - January 2014
J.P. Morgan July 2012 - June 2013
J.P. Morgan August 2010 - July 2012
J.P. Morgan May 2008 - August 2010
Northwestern Mutual January 2008 - May 2008
UBS Financial Services January 2007 - May 2007
Skills
LoanIQ, ACBS, Secondary Loan Trading, Retirement Planning, Investment Banking, Middle Office, Wealth Management, Loans, Financial Services, Finance
Education
Rowan University 2006 — 2008
Bachelors of Science, Finance
Camden County College 2003 — 2006
Associates of Science, Business Administration
J.P. Morgan January 2014 - Present
J.P. Morgan June 2013 - January 2014
J.P. Morgan July 2012 - June 2013
J.P. Morgan August 2010 - July 2012
J.P. Morgan May 2008 - August 2010
Northwestern Mutual January 2008 - May 2008
UBS Financial Services January 2007 - May 2007
Skills
LoanIQ, ACBS, Secondary Loan Trading, Retirement Planning, Investment Banking, Middle Office, Wealth Management, Loans, Financial Services, Finance
Education
Rowan University 2006 — 2008
Bachelors of Science, Finance
Camden County College 2003 — 2006
Associates of Science, Business Administration
Morgan French's UBS Financial Services Experience May 2011 - August 2011
Job Owner at French Enterprises
Industry Real Estate
Experience
French Enterprises May 2012 - April 2015
Young Life August 2011 - May 2014
Williamson County Economic Development May 2012 - August 2012
UBS Financial Services May 2011 - August 2011
Malibu Club May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Email Management, Personal Finance, Corporate Finance, Marketing Strategy, Entrepreneurship, Entrepreneurship..., Executive..., Administrative..., Organization Skills, Business Planning, Strategic Planning, Event Planning, Executive Calendar..., Constant Contact, WordPress, Marketing Campaigns, Travel Management, Real Estate, Real Estate Development, Commercial Real Estate
Education
Clemson University - College of Business and Behavioral Science
Bachelor of Science (B.S.), Finance and Financial Management Services- Real Estate Concentration
French Enterprises May 2012 - April 2015
Young Life August 2011 - May 2014
Williamson County Economic Development May 2012 - August 2012
UBS Financial Services May 2011 - August 2011
Malibu Club May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Email Management, Personal Finance, Corporate Finance, Marketing Strategy, Entrepreneurship, Entrepreneurship..., Executive..., Administrative..., Organization Skills, Business Planning, Strategic Planning, Event Planning, Executive Calendar..., Constant Contact, WordPress, Marketing Campaigns, Travel Management, Real Estate, Real Estate Development, Commercial Real Estate
Education
Clemson University - College of Business and Behavioral Science
Bachelor of Science (B.S.), Finance and Financial Management Services- Real Estate Concentration
Raymond J. Angelo, CFP® Raymond J. Angelo, CFP®'s UBS Financial Services Experience May 2008 - September 2012
Job Financial Advisor at Angelo & Associates Financial Planning Group
Industry Financial Services
Experience
Angelo & Associates Financial Planning Group September 2012 - Present
UBS Financial Services May 2008 - September 2012
UBS Financial Services July 2006 - May 2008
UBS Financial Services December 2005 - July 2006
Skills
Retirement Planning, Estate Planning, Insurance Planning
Education
College for Financial Planning 2010 — 2011
College for Financial Planning, Certified Financial Planner
Seton Hall University - Stillman School of Business 2002 — 2006
Bachelor of Science, Finance
Angelo & Associates Financial Planning Group September 2012 - Present
UBS Financial Services May 2008 - September 2012
UBS Financial Services July 2006 - May 2008
UBS Financial Services December 2005 - July 2006
Skills
Retirement Planning, Estate Planning, Insurance Planning
Education
College for Financial Planning 2010 — 2011
College for Financial Planning, Certified Financial Planner
Seton Hall University - Stillman School of Business 2002 — 2006
Bachelor of Science, Finance
Alexander Mufel Alexander Mufel's UBS Financial Services Experience September 2006 - April 2008
Job Middle Office Credit/UST Trade Support
Industry Financial Services
Experience
Crédit Agricole CIB July 2015 - Present
RAJE May 2008 - Present
WhoTrades, Inc. January 2015 - July 2015
Gagnon Securities April 2014 - December 2014
ICAP September 2008 - April 2014
UBS Financial Services September 2006 - April 2008
UBS Financial Services Inc September 2006 - March 2008
Skills
Equities, Trading, Series 7, Credit Derivatives, Settlement, Equity Derivatives, Capital Markets, Bonds, Options, Derivatives, FINRA, CDS, Fixed Income, Bloomberg, Middle Office, Management, Settlements, Swaps, Securities, Financial Markets, Trading Systems, Analysis, Electronic Trading, Axys, Moxy
Education
City University of New York-College of Staten Island 2002 — 2006
Bachelors of Science, Finance/Marketing
College of Staten Island (CUNY) 2002 — 2006
Bachelor of Science 2006Dual, Finance/Marketing
Crédit Agricole CIB July 2015 - Present
RAJE May 2008 - Present
WhoTrades, Inc. January 2015 - July 2015
Gagnon Securities April 2014 - December 2014
ICAP September 2008 - April 2014
UBS Financial Services September 2006 - April 2008
UBS Financial Services Inc September 2006 - March 2008
Skills
Equities, Trading, Series 7, Credit Derivatives, Settlement, Equity Derivatives, Capital Markets, Bonds, Options, Derivatives, FINRA, CDS, Fixed Income, Bloomberg, Middle Office, Management, Settlements, Swaps, Securities, Financial Markets, Trading Systems, Analysis, Electronic Trading, Axys, Moxy
Education
City University of New York-College of Staten Island 2002 — 2006
Bachelors of Science, Finance/Marketing
College of Staten Island (CUNY) 2002 — 2006
Bachelor of Science 2006Dual, Finance/Marketing
Shane Keller's UBS Financial Services Experience January 2009 - March 2009
Job Reporting Analyst and Project Mgmt Consultant
Industry Information Technology and Services
Experience
Microsoft IPG with 425 Consulting Group October 2013 - Present
Amazon December 2012 - October 2013
Microsoft May 2012 - December 2012
Morgan Stanley Smith Barney January 2010 - November 2011
UBS Financial Services January 2009 - March 2009
Microsoft June 2008 - September 2008
Skills
Finance, Disability Insurance, Series 7, Term Life Insurance, Uniform Combined State..., Business Analysis, Financial Analysis, Strategic Financial..., Financial Reporting, Series 66, Microsoft Office, Microsoft Excel, Social Media, Leadership, Management, Customer Service, Microsoft SQL Server, SQL Server Management..., SQL, Report Development, Report Writing, Reporting & Analysis, Anaqua, Lecorpio, Memotech, Thompson One, Photoshop, Adobe Creative Suite, SharePoint Server, PowerBI, PowerPivot, PowerQuery, PowerView, MS Excel Pivot Tables, Excel Dashboards, Excel Pivot, Report Builder 3.0, Project Portfolio..., SaaS, Project Management, Project Planning, Project Delivery, Business Process..., Project Coordination, Product Development, Product Management, Product Design, Bloomberg, Bloomberg Terminal
Education
University of Washington Michael G. Foster School of Business 2006 — 2010
B.A., Finance
Cascadia Community College 2005 — 2006
Running Start, Accounting and Business/Management
Eastlake High School 2003 — 2005
High School Diploma
Microsoft IPG with 425 Consulting Group October 2013 - Present
Amazon December 2012 - October 2013
Microsoft May 2012 - December 2012
Morgan Stanley Smith Barney January 2010 - November 2011
UBS Financial Services January 2009 - March 2009
Microsoft June 2008 - September 2008
Skills
Finance, Disability Insurance, Series 7, Term Life Insurance, Uniform Combined State..., Business Analysis, Financial Analysis, Strategic Financial..., Financial Reporting, Series 66, Microsoft Office, Microsoft Excel, Social Media, Leadership, Management, Customer Service, Microsoft SQL Server, SQL Server Management..., SQL, Report Development, Report Writing, Reporting & Analysis, Anaqua, Lecorpio, Memotech, Thompson One, Photoshop, Adobe Creative Suite, SharePoint Server, PowerBI, PowerPivot, PowerQuery, PowerView, MS Excel Pivot Tables, Excel Dashboards, Excel Pivot, Report Builder 3.0, Project Portfolio..., SaaS, Project Management, Project Planning, Project Delivery, Business Process..., Project Coordination, Product Development, Product Management, Product Design, Bloomberg, Bloomberg Terminal
Education
University of Washington Michael G. Foster School of Business 2006 — 2010
B.A., Finance
Cascadia Community College 2005 — 2006
Running Start, Accounting and Business/Management
Eastlake High School 2003 — 2005
High School Diploma
Bill Reece, AAMS, AWM's UBS Financial Services Experience November 2006 - December 2008
Job Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2008 - Present
UBS Financial Services November 2006 - December 2008
Ed Jones December 2003 - December 2006
AirFiber Inc. December 2001 - December 2003
Rockwell Collins December 1997 - December 2000
US Navy December 1987 - December 1997
Education
Chapman University
New Mexico State University
RBC Wealth Management December 2008 - Present
UBS Financial Services November 2006 - December 2008
Ed Jones December 2003 - December 2006
AirFiber Inc. December 2001 - December 2003
Rockwell Collins December 1997 - December 2000
US Navy December 1987 - December 1997
Education
Chapman University
New Mexico State University
Sean Meenan Sean Meenan's UBS Financial Services Experience January 2012 - September 2012
Job Loan Advisor
Industry Financial Services
Experience
OnDeck June 2015 - Present
ImageSeller LLC November 2014 - May 2015
ImageSeller LLC February 2013 - October 2014
OtterBox September 2012 - February 2013
UBS Financial Services January 2012 - September 2012
CSU Bookstore November 2010 - May 2012
Colorado State University August 2008 - May 2012
Skills
Accounts Payable, Financial Statement..., Microsoft Excel, Financial Analysis, Data Analysis, Finance, Microsoft Word, Business Process..., Customer Satisfaction, Project Management, Event Management
Education
Colorado State University 2008 — 2012
BS: Business Administration, Business Finance; German
Albert-Ludwigs-Universität Freiburg im Breisgau 2011 — 2011
German
Palmer High School 2004 — 2008
OnDeck June 2015 - Present
ImageSeller LLC November 2014 - May 2015
ImageSeller LLC February 2013 - October 2014
OtterBox September 2012 - February 2013
UBS Financial Services January 2012 - September 2012
CSU Bookstore November 2010 - May 2012
Colorado State University August 2008 - May 2012
Skills
Accounts Payable, Financial Statement..., Microsoft Excel, Financial Analysis, Data Analysis, Finance, Microsoft Word, Business Process..., Customer Satisfaction, Project Management, Event Management
Education
Colorado State University 2008 — 2012
BS: Business Administration, Business Finance; German
Albert-Ludwigs-Universität Freiburg im Breisgau 2011 — 2011
German
Palmer High School 2004 — 2008
Peter Mustian Peter Mustian's UBS Financial Services Experience 2003 - 2004
Job Director and Principal at Innovest Portfolio Solutions
Industry Investment Management
Experience
Innovest Portfolio Solutions October 2009 - Present
Innovest Portfolio Solutions 2006 - 2009
Innovest Portfolio Solutions 2004 - 2006
UBS Financial Services 2003 - 2004
Skills
Investment Research, Asset Managment, Asset Allocation, Investment Strategies, Alternative Investments, Investment Companies, Wealth Management, Due Diligence, Family Office, High Net Worth..., Retirement Planning, Retirement Plan..., Qualified Retirement..., Wealth Management..., Tactical Asset..., Investments, Economics, Capital Markets, Equity Research Analysis, Mutual Funds, Hedge Funds, Trading, Equities
Education
Colorado State University 2010 — 2012
MBA, Finance
University of Colorado Boulder - Leeds School of Business 2000 — 2004
BS, Finance
Innovest Portfolio Solutions October 2009 - Present
Innovest Portfolio Solutions 2006 - 2009
Innovest Portfolio Solutions 2004 - 2006
UBS Financial Services 2003 - 2004
Skills
Investment Research, Asset Managment, Asset Allocation, Investment Strategies, Alternative Investments, Investment Companies, Wealth Management, Due Diligence, Family Office, High Net Worth..., Retirement Planning, Retirement Plan..., Qualified Retirement..., Wealth Management..., Tactical Asset..., Investments, Economics, Capital Markets, Equity Research Analysis, Mutual Funds, Hedge Funds, Trading, Equities
Education
Colorado State University 2010 — 2012
MBA, Finance
University of Colorado Boulder - Leeds School of Business 2000 — 2004
BS, Finance
John Stimpson's UBS Financial Services Experience February 2002 - February 2004
Job Managing Director at Prisma Capital Partners LP
Industry Investment Management
Experience
Prisma Capital Partners August 2009 - Present
UBP Asset Management May 2007 - July 2009
Deutsche Bank, Absolute Return Strategies Group April 2006 - June 2007
The Torrey Funds April 2004 - April 2006
UBS Financial Services February 2002 - February 2004
Massachusetts Office of International Trade and Investment January 1999 - December 1999
Office of the Governor August 1994 - November 1998
Massachusets State Legislature August 1993 - August 1994
White House June 1992 - January 1993
Skills
Alternative Investments, Hedge Funds, Investor Relations, Fund Of Funds, Capital, Finance, Investment Banking, Investments
Education
Columbia Business School 2000 — 2002
MBA, Finance
Villanova University 1988 — 1992
BA, Political Science
The Rivers School 1984 — 1988
High School Diploma
Prisma Capital Partners August 2009 - Present
UBP Asset Management May 2007 - July 2009
Deutsche Bank, Absolute Return Strategies Group April 2006 - June 2007
The Torrey Funds April 2004 - April 2006
UBS Financial Services February 2002 - February 2004
Massachusetts Office of International Trade and Investment January 1999 - December 1999
Office of the Governor August 1994 - November 1998
Massachusets State Legislature August 1993 - August 1994
White House June 1992 - January 1993
Skills
Alternative Investments, Hedge Funds, Investor Relations, Fund Of Funds, Capital, Finance, Investment Banking, Investments
Education
Columbia Business School 2000 — 2002
MBA, Finance
Villanova University 1988 — 1992
BA, Political Science
The Rivers School 1984 — 1988
High School Diploma
Ian Heath Ian Heath's UBS Financial Services Experience May 2011 - September 2011
Job Financial Analyst at Smashburger
Industry Consumer Services
Experience
Smashburger June 2013 - Present
Collindale Golf Course February 2006 - June 2013
Aether Investment Partners May 2012 - August 2012
Colorado State University-College of Business-GSSE August 2009 - June 2012
UBS Financial Services May 2011 - September 2011
Skills
Mathematics, Statistical Data..., Risk Analysis, Financial Modeling, Writing, Sales, Customer Service, Finance, Marketing, Time Management, Public Speaking, Management, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Budgets, Teamwork, Social Media, Event Planning, Financial Analysis
Education
Colorado State University 2009 — 2013
Business Administration, Finance- Investment Analysis, Economics, Math, Junior
Colorado State University 2009 — 2013
Bachelor of Science, Business Administration; Finance- Investment Analysis
Ridgeview Classical School
Smashburger June 2013 - Present
Collindale Golf Course February 2006 - June 2013
Aether Investment Partners May 2012 - August 2012
Colorado State University-College of Business-GSSE August 2009 - June 2012
UBS Financial Services May 2011 - September 2011
Skills
Mathematics, Statistical Data..., Risk Analysis, Financial Modeling, Writing, Sales, Customer Service, Finance, Marketing, Time Management, Public Speaking, Management, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Budgets, Teamwork, Social Media, Event Planning, Financial Analysis
Education
Colorado State University 2009 — 2013
Business Administration, Finance- Investment Analysis, Economics, Math, Junior
Colorado State University 2009 — 2013
Bachelor of Science, Business Administration; Finance- Investment Analysis
Ridgeview Classical School
Wayne Jamerson Wayne Jamerson's UBS Financial Services Experience 2007 - January 2014
Job Partner at IFM Capital Advisors
Industry Financial Services
Experience
IFM Capital Advisors January 2014 - Present
UBS Financial Services 2007 - January 2014
Skills
Financial Services, Strategic Financial..., Financial Advisory, Strategic Planning, Retirement Planning, Asset Allocation, Wealth Management, Finance, Investments, Analysis, Mergers & Acquisitions, Series 65, Series 7, Start-ups, Series 63, Asset Management, Financial Analysis, Retirement
Education
Colorado State University
IFM Capital Advisors January 2014 - Present
UBS Financial Services 2007 - January 2014
Skills
Financial Services, Strategic Financial..., Financial Advisory, Strategic Planning, Retirement Planning, Asset Allocation, Wealth Management, Finance, Investments, Analysis, Mergers & Acquisitions, Series 65, Series 7, Start-ups, Series 63, Asset Management, Financial Analysis, Retirement
Education
Colorado State University
Shriraj Choksi Shriraj Choksi's UBS Financial Services Experience March 2005 - June 2005
Job Self Employed
Industry Banking
Experience
Federal Home Loan Bank of Chicago August 2005 - March 2011
UBS FINANCIAL SERVICES March 2005 - June 2005
Skills
Bloomberg, Polypaths, QRM, Telerate, Business Objects, Market Risk, Derivatives, Debt, ALM, Capital Markets, Interest Rate Risk..., Risk Management, Interest Rate..., Financial Risk, Operational Risk..., Fixed Income, Operational Risk, Enterprise Risk..., Risk analysis, Networking, QRM MB, Yield Book, Reuters, Yields, Credit Analysis, Liquidity Risk, Options, Credit Risk, Finance, Banking, Financial Modeling, Financial Analysis, Business Analysis, Credit
Education
DePaul University 2003 — 2005
Bachelors, Finance and Management Information Systems
City Colleges of Chicago-Harold Washington College
Mayo College Ajmer 1988 — 1995
Prakash Higher Secondary School
Federal Home Loan Bank of Chicago August 2005 - March 2011
UBS FINANCIAL SERVICES March 2005 - June 2005
Skills
Bloomberg, Polypaths, QRM, Telerate, Business Objects, Market Risk, Derivatives, Debt, ALM, Capital Markets, Interest Rate Risk..., Risk Management, Interest Rate..., Financial Risk, Operational Risk..., Fixed Income, Operational Risk, Enterprise Risk..., Risk analysis, Networking, QRM MB, Yield Book, Reuters, Yields, Credit Analysis, Liquidity Risk, Options, Credit Risk, Finance, Banking, Financial Modeling, Financial Analysis, Business Analysis, Credit
Education
DePaul University 2003 — 2005
Bachelors, Finance and Management Information Systems
City Colleges of Chicago-Harold Washington College
Mayo College Ajmer 1988 — 1995
Prakash Higher Secondary School
Rishie Kumar's UBS Financial Services Experience May 2008 - July 2008
Job Global Commodities Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2011 - Present
J.P. Morgan February 2010 - April 2011
Roberts & Ryan Investments, Inc May 2009 - December 2009
UBS Financial Services May 2008 - July 2008
Skills
Bloomberg, Derivatives, Financial Modeling, Valuation, Series 7, Series 63, Options, Bloomberg Terminal, Portfolio Management, Financial Analysis, Asset Managment, Investments, Asset Management, Commodity, Trading, Equities, Capital Markets, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2009
BS, Finance, General
J.P. Morgan May 2011 - Present
J.P. Morgan February 2010 - April 2011
Roberts & Ryan Investments, Inc May 2009 - December 2009
UBS Financial Services May 2008 - July 2008
Skills
Bloomberg, Derivatives, Financial Modeling, Valuation, Series 7, Series 63, Options, Bloomberg Terminal, Portfolio Management, Financial Analysis, Asset Managment, Investments, Asset Management, Commodity, Trading, Equities, Capital Markets, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2009
BS, Finance, General
Daniel Weiskopf Daniel Weiskopf's UBS Financial Services Experience June 2003 - November 2009
Job Managing Partner at Access ETF Solutions
Industry Financial Services
Experience
Access ETF Solutions July 2013 - Present
Forefront Capital November 2009 - June 2013
UBS Financial Services June 2003 - November 2009
MH CApital Partners L.P, November 1995 - January 2003
American Diversified Enterprises, Inc (ADE) June 1987 - October 1995
Skills
Portfolio Management, Investments, Hedge Funds, ETFs, Equities, 401k
Education
Fordham Gabelli School of Business 1994 — 1995
MBA, Marketing
Colorado College 1983 — 1987
BA, Political Science
Access ETF Solutions July 2013 - Present
Forefront Capital November 2009 - June 2013
UBS Financial Services June 2003 - November 2009
MH CApital Partners L.P, November 1995 - January 2003
American Diversified Enterprises, Inc (ADE) June 1987 - October 1995
Skills
Portfolio Management, Investments, Hedge Funds, ETFs, Equities, 401k
Education
Fordham Gabelli School of Business 1994 — 1995
MBA, Marketing
Colorado College 1983 — 1987
BA, Political Science
Marian Chang's UBS Financial Services Experience September 2005 - December 2005
Job Vice President at Citi
Industry Banking
Experience
Citi Private Bank September 2010 - Present
Citi Private Bank September 2008 - September 2010
Citi January 2008 - September 2008
Citi July 2006 - September 2008
Citi July 2007 - July 2008
Houlihan/Lawrence March 2004 - December 2007
UBS Financial Services September 2005 - December 2005
Westchester Community College September 2002 - December 2004
Skills
Investments, Series 7, Banking, Series 63, Financial Services, Project Planning, Financial Analysis, Credit, Portfolio Management, Wealth Management, Asset Managment, Loans, Equities, Fixed Income, Capital Markets, Derivatives, Series 65, Series 6, Hedge Funds, Private Equity, Real Estate Private..., Private Banking, Mortgage Lending, Asset Management
Education
Iona College 2004 — 2006
B.B.A., International Business
Westchester Community College 2002 — 2004
A.S., Business Administration
City University of New York-Hunter College 2000 — 2001
N/A, Pre-Med
Citi Private Bank September 2010 - Present
Citi Private Bank September 2008 - September 2010
Citi January 2008 - September 2008
Citi July 2006 - September 2008
Citi July 2007 - July 2008
Houlihan/Lawrence March 2004 - December 2007
UBS Financial Services September 2005 - December 2005
Westchester Community College September 2002 - December 2004
Skills
Investments, Series 7, Banking, Series 63, Financial Services, Project Planning, Financial Analysis, Credit, Portfolio Management, Wealth Management, Asset Managment, Loans, Equities, Fixed Income, Capital Markets, Derivatives, Series 65, Series 6, Hedge Funds, Private Equity, Real Estate Private..., Private Banking, Mortgage Lending, Asset Management
Education
Iona College 2004 — 2006
B.B.A., International Business
Westchester Community College 2002 — 2004
A.S., Business Administration
City University of New York-Hunter College 2000 — 2001
N/A, Pre-Med
Fred Mahe Fred Mahe's UBS Financial Services Experience 2004 - 2008
Job Matrix Business Consulting
Industry Information Services
Experience
Matrix Business Consulting October 2014 - Present
ACTIVE Network - COLO OFFICE CLOSED December 2013 - October 2014
Definite Productions June 2011 - January 2014
Cornerstone Records Management 2008 - 2011
UBS Financial Services 2004 - 2008
Thomson Reuters 1999 - 2004
Skills
Consultative Selling, Salesforce.com, New Business Development, Contract Negotiation, Content Management, Social Media Marketing, Customer Retention, Channel Optimization, SaaS, Cloud Security, Compliance, Cloud Computing, Account Management, Sales Management, Selling, Lead Generation, Management, CRM, Sales Presentations, Product Marketing, Strategic Planning, Operations Management, Marketing Strategy, Team Building, Team Leadership, Strategy, Product Management, Business Strategy, Sales Process, Business Development, Sales, Negotiation, Leadership, Direct Sales, Strategic Partnerships, Cold Calling, Enterprise Software, Start-ups, Sales Operations, Analytics, B2B, P&L Management, Managed Services, Channel Partners, Cross-functional Team..., Competitive Analysis, Professional Services, Marketing, Key Account Management, Training
Education
Colorado State University
BS
Matrix Business Consulting October 2014 - Present
ACTIVE Network - COLO OFFICE CLOSED December 2013 - October 2014
Definite Productions June 2011 - January 2014
Cornerstone Records Management 2008 - 2011
UBS Financial Services 2004 - 2008
Thomson Reuters 1999 - 2004
Skills
Consultative Selling, Salesforce.com, New Business Development, Contract Negotiation, Content Management, Social Media Marketing, Customer Retention, Channel Optimization, SaaS, Cloud Security, Compliance, Cloud Computing, Account Management, Sales Management, Selling, Lead Generation, Management, CRM, Sales Presentations, Product Marketing, Strategic Planning, Operations Management, Marketing Strategy, Team Building, Team Leadership, Strategy, Product Management, Business Strategy, Sales Process, Business Development, Sales, Negotiation, Leadership, Direct Sales, Strategic Partnerships, Cold Calling, Enterprise Software, Start-ups, Sales Operations, Analytics, B2B, P&L Management, Managed Services, Channel Partners, Cross-functional Team..., Competitive Analysis, Professional Services, Marketing, Key Account Management, Training
Education
Colorado State University
BS
Jennifer Dwork Jennifer Dwork's UBS Financial Services Experience July 2007 - July 2008
Job
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
American Express November 2010 - June 2013
J.P. Morgan August 2010 - November 2010
The Robin Hood Foundation February 2010 - May 2010
Deutsche Asset Management June 2009 - August 2009
VerTerra July 2008 - May 2009
UBS Financial Services July 2007 - July 2008
UBS Wealth Management February 2006 - June 2007
UBS Wealth Management July 2004 - February 2006
UBS Wealth Management July 2002 - July 2004
Skills
Valuation, Financial Modeling, Business Process..., Strategy, Investment Banking, Equities, Private Equity
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Columbia University in the City of New York 1998 — 2002
Bachelor of Arts (B.A.)
Horace Mann
JPMorgan Chase June 2013 - Present
American Express November 2010 - June 2013
J.P. Morgan August 2010 - November 2010
The Robin Hood Foundation February 2010 - May 2010
Deutsche Asset Management June 2009 - August 2009
VerTerra July 2008 - May 2009
UBS Financial Services July 2007 - July 2008
UBS Wealth Management February 2006 - June 2007
UBS Wealth Management July 2004 - February 2006
UBS Wealth Management July 2002 - July 2004
Skills
Valuation, Financial Modeling, Business Process..., Strategy, Investment Banking, Equities, Private Equity
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Columbia University in the City of New York 1998 — 2002
Bachelor of Arts (B.A.)
Horace Mann
cheryl carreau cheryl carreau's UBS Financial Services Experience 2003 - December 2008
Job Project Management Consultant / Business Analyst
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ March 2010 - Present
Bank of Tokyo-Mitsubishi May 2009 - March 2010
UBS Wealth Management December 2008 - April 2009
UBS Financial Services 2003 - December 2008
UBS Wealth Management 2003 - 2006
Education
New York University 2008 — 2008
Executive Management Coaching
Hofstra University 1990 — 1994
City University of New York-John Jay College of Criminal Justice
Master's, Forensic Psychology
Bank of Tokyo-Mitsubishi UFJ March 2010 - Present
Bank of Tokyo-Mitsubishi May 2009 - March 2010
UBS Wealth Management December 2008 - April 2009
UBS Financial Services 2003 - December 2008
UBS Wealth Management 2003 - 2006
Education
New York University 2008 — 2008
Executive Management Coaching
Hofstra University 1990 — 1994
City University of New York-John Jay College of Criminal Justice
Master's, Forensic Psychology
Janice Geiges Janice Geiges's UBS Financial Services Experience December 2005 - March 2012
Job Global Senior HR Business Partner Focused on Strategy/Execution * Passionate about HR Transformation *
Industry Insurance
Experience
AIG July 2014 - Present
American International Group (AIG) April 2012 - June 2014
Weichert Realtors 2001 - 2013
UBS Financial Services December 2005 - March 2012
Not-For-Profit Organization 1995 - 2009
JPMorgan Chase 1999 - 2005
Chase Manhattan Corporation 1996 - 1999
Bank of America 1989 - 1995
Skills
Change Management..., HR Consulting, Strategic Leadership, Change Management, Talent Management, Organizational..., Succession Planning, Organizational Design, Talent Acquisition, Performance Management, Employee Engagement, Employee Relations, Executive Coaching, Sourcing, Human Resources, Cross-functional Team..., Mergers & Acquisitions, Leadership, Personnel Management, Strategy, Coaching, Workforce Planning, Financial Services, Management, Leadership Development, Recruiting, Career Development, Strategic Planning, Training, Policy, Workshop Facilitation, Onboarding, Employee Benefits, Risk Management, Deferred Compensation, Conflict Resolution, Organizational..., Executive Management, Restructuring
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Certification, Executive Education
Fairleigh Dickinson University 2002 — 2004
Certificate Program, Financial Planning (CFP)
College of Saint Elizabeth 1996 — 1998
Human Resources Management
University of Delaware - Lerner College of Business and Economics
Bachelor of Science, Accounting, Finance
Wilmington University
Masters in Business Administration, Finance
AIG July 2014 - Present
American International Group (AIG) April 2012 - June 2014
Weichert Realtors 2001 - 2013
UBS Financial Services December 2005 - March 2012
Not-For-Profit Organization 1995 - 2009
JPMorgan Chase 1999 - 2005
Chase Manhattan Corporation 1996 - 1999
Bank of America 1989 - 1995
Skills
Change Management..., HR Consulting, Strategic Leadership, Change Management, Talent Management, Organizational..., Succession Planning, Organizational Design, Talent Acquisition, Performance Management, Employee Engagement, Employee Relations, Executive Coaching, Sourcing, Human Resources, Cross-functional Team..., Mergers & Acquisitions, Leadership, Personnel Management, Strategy, Coaching, Workforce Planning, Financial Services, Management, Leadership Development, Recruiting, Career Development, Strategic Planning, Training, Policy, Workshop Facilitation, Onboarding, Employee Benefits, Risk Management, Deferred Compensation, Conflict Resolution, Organizational..., Executive Management, Restructuring
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Certification, Executive Education
Fairleigh Dickinson University 2002 — 2004
Certificate Program, Financial Planning (CFP)
College of Saint Elizabeth 1996 — 1998
Human Resources Management
University of Delaware - Lerner College of Business and Economics
Bachelor of Science, Accounting, Finance
Wilmington University
Masters in Business Administration, Finance
Clay Riddell Clay Riddell's UBS Financial Services Experience April 2005 - August 2005
Job CFP®
Industry Financial Services
Experience
Bank of the West January 2015 - Present
Great-West Financial September 2014 - January 2015
J.P. Morgan October 2010 - September 2014
TD Ameritrade November 2005 - July 2009
UBS Financial Services April 2005 - August 2005
Waddell & Reed December 2002 - April 2005
Skills
Finance, Investments, Retirement Planning, Series 7, Asset Management, Portfolio Management, Series 63, Retirement, Customer Service, Investment Strategies, Asset Allocation, Wealth Management
Education
College for Financial Planning 2012 — 2014
University of Northern Colorado 1997 — 2001
Bachelor
Bank of the West January 2015 - Present
Great-West Financial September 2014 - January 2015
J.P. Morgan October 2010 - September 2014
TD Ameritrade November 2005 - July 2009
UBS Financial Services April 2005 - August 2005
Waddell & Reed December 2002 - April 2005
Skills
Finance, Investments, Retirement Planning, Series 7, Asset Management, Portfolio Management, Series 63, Retirement, Customer Service, Investment Strategies, Asset Allocation, Wealth Management
Education
College for Financial Planning 2012 — 2014
University of Northern Colorado 1997 — 2001
Bachelor
Park Messikomer's UBS Financial Services Experience October 2004 - May 2013
Job Investments
Industry Financial Services
Experience
UBS Financial Services October 2004 - May 2013
Patriot Advisors January 2003 - August 2003
The Vanguard Group April 1987 - April 2002
Del-Vest, Inc January 1985 - March 1987
Education
Widener University 1979 — 1984
MBA, Finance
Colgate University 1967 — 1971
BA, Political Science
UBS Financial Services October 2004 - May 2013
Patriot Advisors January 2003 - August 2003
The Vanguard Group April 1987 - April 2002
Del-Vest, Inc January 1985 - March 1987
Education
Widener University 1979 — 1984
MBA, Finance
Colgate University 1967 — 1971
BA, Political Science
Michael Hersh's UBS Financial Services Experience 2013 - 2015
Job Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2015 - Present
UBS Financial Services 2013 - 2015
CBS Interactive 2010 - 2013
Yahoo! Inc. 2008 - 2010
Education
Kenyon College
B.A.
City University of New York
Statistics and economics
Goldman Sachs 2015 - Present
UBS Financial Services 2013 - 2015
CBS Interactive 2010 - 2013
Yahoo! Inc. 2008 - 2010
Education
Kenyon College
B.A.
City University of New York
Statistics and economics
Elaine Weinstein's UBS Financial Services Experience August 1996 - May 2014
Job Associate Director at UBS Financial Services
Industry Human Resources
Experience
UBS Financial Services August 1996 - May 2014
Morgan Stanley August 1973 - June 1995
Skills
Talent Management, Vendor Management, Financial Services, Change Management, Talent Acquisition, Executive Search, Recruiting
Education
Cedar Crest College 1967 — 1971
UBS Financial Services August 1996 - May 2014
Morgan Stanley August 1973 - June 1995
Skills
Talent Management, Vendor Management, Financial Services, Change Management, Talent Acquisition, Executive Search, Recruiting
Education
Cedar Crest College 1967 — 1971
Andrew D'Amico's UBS Financial Services Experience September 2004 - March 2012
Job Marketing Database Manager at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
The Guardian Life Insurance Company of America April 2012 - Present
UBS Financial Services September 2004 - March 2012
Chase Home Finance 2001 - 2004
American Express July 1997 - July 2001
NYC Board of Education 1992 - 1995
Skills
Credit Risk, SAS, Financial Risk, Banking, Credit, Data Warehousing, Business Analysis, Risk Management, Business Intelligence, Analytics, Financial Services, Portfolio Management, SDLC, Analysis, Financial Modeling, Requirements Gathering, Vendor Management, ETL, Data Analysis, VBA, Mainframe
Education
City University of New York-College of Staten Island 1994 — 1998
MS, Computer Science
The Guardian Life Insurance Company of America April 2012 - Present
UBS Financial Services September 2004 - March 2012
Chase Home Finance 2001 - 2004
American Express July 1997 - July 2001
NYC Board of Education 1992 - 1995
Skills
Credit Risk, SAS, Financial Risk, Banking, Credit, Data Warehousing, Business Analysis, Risk Management, Business Intelligence, Analytics, Financial Services, Portfolio Management, SDLC, Analysis, Financial Modeling, Requirements Gathering, Vendor Management, ETL, Data Analysis, VBA, Mainframe
Education
City University of New York-College of Staten Island 1994 — 1998
MS, Computer Science
Steven Gelbtuch's UBS Financial Services Experience July 2001 - March 2004
Job Real Estate
Industry Real Estate
Experience
Stonegate Realty October 2009 - Present
AIG Global Real Estate Group March 2008 - September 2009
Arbor Realty Trust September 2006 - March 2008
Optimum Holdings Group July 2004 - September 2006
CIBC World Markets May 2004 - July 2004
UBS Financial Services July 2001 - March 2004
Skills
Asset Managment, Investments, Real Estate Economics, Portfolio Management, Real Estate, Asset Management, Valuation, Management, Due Diligence, Property, Process Improvement, Financial Analysis, Strategy, Negotiation, Customer Acquisition, Customer Engagement, Customer Experience, Customer Insight, Customer Oriented, Customer Retention, Customer Satisfaction, Customer Service, Customer Support, Finance, Financial Modeling, First Time Home Buyers, Homeowners, New Home Sales, Real Estate Development, Real Estate Transactions, Residential Homes, Single Family Homes
Education
New York University 2006 — 2008
MS, Real Estate Finance
Seton Hall University 2003 — 2005
MBA, Finance
City University of New York-Brooklyn College 2000 — 2003
B.S., Finance
Merkaz Hatorah
Stonegate Realty October 2009 - Present
AIG Global Real Estate Group March 2008 - September 2009
Arbor Realty Trust September 2006 - March 2008
Optimum Holdings Group July 2004 - September 2006
CIBC World Markets May 2004 - July 2004
UBS Financial Services July 2001 - March 2004
Skills
Asset Managment, Investments, Real Estate Economics, Portfolio Management, Real Estate, Asset Management, Valuation, Management, Due Diligence, Property, Process Improvement, Financial Analysis, Strategy, Negotiation, Customer Acquisition, Customer Engagement, Customer Experience, Customer Insight, Customer Oriented, Customer Retention, Customer Satisfaction, Customer Service, Customer Support, Finance, Financial Modeling, First Time Home Buyers, Homeowners, New Home Sales, Real Estate Development, Real Estate Transactions, Residential Homes, Single Family Homes
Education
New York University 2006 — 2008
MS, Real Estate Finance
Seton Hall University 2003 — 2005
MBA, Finance
City University of New York-Brooklyn College 2000 — 2003
B.S., Finance
Merkaz Hatorah
Patricia Felis's UBS Financial Services Experience May 1983 - Present
Job Administrative Assistant at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services May 1983 - Present
UBS Financial Services Inc. October 1991 - September 2004
Education
City University of New York-College of Staten Island 1964 — 1966
AAS, Business Administration
UBS Financial Services May 1983 - Present
UBS Financial Services Inc. October 1991 - September 2004
Education
City University of New York-College of Staten Island 1964 — 1966
AAS, Business Administration
Evan Riley, CFA's UBS Financial Services Experience July 2008 - July 2011
Job Director, Equity Capital Markets at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2013 - Present
UBS July 2011 - Present
UBS Financial Services July 2008 - July 2011
UBS July 2006 - July 2008
Education
Colgate University 2002 — 2006
BA, Economics
UBS Investment Bank June 2013 - Present
UBS July 2011 - Present
UBS Financial Services July 2008 - July 2011
UBS July 2006 - July 2008
Education
Colgate University 2002 — 2006
BA, Economics
Jeffrey Burbank's UBS Financial Services Experience August 2007 - December 2007
Job Senior Consultant at Archstone Consulting
Industry Management Consulting
Experience
Archstone Consulting June 2013 - Present
F.C. Harlem October 2012 - May 2013
J.P. Morgan February 2012 - March 2013
JPMorgan April 2010 - February 2012
JPMorgan July 2009 - April 2010
JPMorgan July 2008 - July 2009
UBS Financial Services August 2007 - December 2007
AXA Advisors June 2007 - August 2007
Citigroup - Global Transaction Services October 2006 - December 2006
Skills
Derivatives, Trading, FX Options, Business Strategy, Structured Products, Financial Modeling, Valuation, Capital Markets, Equities, Financial Analysis, Investments, Emerging Markets, Operations Management, Risk Management, Bonds, Strategy, Structured Finance, Leadership
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance & Supply Chain Management
Archstone Consulting June 2013 - Present
F.C. Harlem October 2012 - May 2013
J.P. Morgan February 2012 - March 2013
JPMorgan April 2010 - February 2012
JPMorgan July 2009 - April 2010
JPMorgan July 2008 - July 2009
UBS Financial Services August 2007 - December 2007
AXA Advisors June 2007 - August 2007
Citigroup - Global Transaction Services October 2006 - December 2006
Skills
Derivatives, Trading, FX Options, Business Strategy, Structured Products, Financial Modeling, Valuation, Capital Markets, Equities, Financial Analysis, Investments, Emerging Markets, Operations Management, Risk Management, Bonds, Strategy, Structured Finance, Leadership
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance & Supply Chain Management
Joseph Reese's UBS Financial Services Experience April 2005 - October 2008
Job Systems Analyst WindowsCitrix at The New York Times
Industry Information Technology and Services
Experience
The New York Times October 2008 - Present
UBS Financial Services April 2005 - October 2008
UBS April 2005 - October 2008
UBS Financial April 2005 - October 2008
EBS Dealing Resources Inc. August 2000 - April 2005
EBS 2000 - 2005
Skills
Citrix, VMware, Windows 2000, Dell PowerEdge Servers, Vendor Management, Windows Server, Unix, Windows XP, Altiris, XP, Microsoft Office, Infrastructure, Windows, IT Management, Disaster Recovery, Enterprise Software, Active Directory, Windows 7, SDLC, Servers, IT Strategy, ITIL, Leadership, System Deployment
Education
City University of New York-College of Staten Island 1984 — 1988
The New York Times October 2008 - Present
UBS Financial Services April 2005 - October 2008
UBS April 2005 - October 2008
UBS Financial April 2005 - October 2008
EBS Dealing Resources Inc. August 2000 - April 2005
EBS 2000 - 2005
Skills
Citrix, VMware, Windows 2000, Dell PowerEdge Servers, Vendor Management, Windows Server, Unix, Windows XP, Altiris, XP, Microsoft Office, Infrastructure, Windows, IT Management, Disaster Recovery, Enterprise Software, Active Directory, Windows 7, SDLC, Servers, IT Strategy, ITIL, Leadership, System Deployment
Education
City University of New York-College of Staten Island 1984 — 1988
Mohammed Jibril - LSSMBB PMP's UBS Financial Services Experience October 2006 - September 2008
Job Sr Business Process Analyst
Industry Financial Services
Experience
Management Consulting September 2014 - Present
Moody's Investors Service February 2014 - August 2014
First Data Corporation December 2013 - February 2014
Citigroup July 2012 - December 2013
AIG April 2012 - June 2012
Medco March 2011 - March 2012
Standard & Poor's May 2010 - December 2010
Chartis Insurance (AIG Commercial Insurance) September 2008 - December 2009
UBS Financial Services October 2006 - September 2008
UBS July 1998 - October 2006
Skills
Operations Management, Six Sigma, PMP, Continuous Improvement, Business Process, Business Process..., Program Management, Metrics, Process Engineering, Process Improvement, Process Management, Operational Excellence, Process Mapping, Business Transformation, Management Consulting, Re-engineering, Project Portfolio..., Business Process Mapping, ITIL, Strategy, Business Intelligence, Business Process..., Enterprise Architecture, SDLC
Education
Villanova University 2005 — 2005
Six Sigma Black Belt
City University of New York-Hunter College 1992 — 1996
MA, Urban Planning
City University of New York City College 1988 — 1993
Architecture
New York Institute of Technology 1983 — 1987
BA, Archtecture
Management Consulting September 2014 - Present
Moody's Investors Service February 2014 - August 2014
First Data Corporation December 2013 - February 2014
Citigroup July 2012 - December 2013
AIG April 2012 - June 2012
Medco March 2011 - March 2012
Standard & Poor's May 2010 - December 2010
Chartis Insurance (AIG Commercial Insurance) September 2008 - December 2009
UBS Financial Services October 2006 - September 2008
UBS July 1998 - October 2006
Skills
Operations Management, Six Sigma, PMP, Continuous Improvement, Business Process, Business Process..., Program Management, Metrics, Process Engineering, Process Improvement, Process Management, Operational Excellence, Process Mapping, Business Transformation, Management Consulting, Re-engineering, Project Portfolio..., Business Process Mapping, ITIL, Strategy, Business Intelligence, Business Process..., Enterprise Architecture, SDLC
Education
Villanova University 2005 — 2005
Six Sigma Black Belt
City University of New York-Hunter College 1992 — 1996
MA, Urban Planning
City University of New York City College 1988 — 1993
Architecture
New York Institute of Technology 1983 — 1987
BA, Archtecture
Andrea Howe Moran's UBS Financial Services Experience November 2007 - January 2011
Job Registered Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2007 - January 2011
The American School in Switzerland August 2006 - June 2007
Poway High School, San Diego High School August 2003 - June 2006
Skills
Research, Cross-functional Team..., Investments, Financial Analysis, Finance, Public Speaking, Business Analysis, Analysis, Classroom, Market Research, Strategy, Sales, Business Strategy, Teaching
Education
Chapman University 2003 — 2005
Master's, Education: Curriculum and Instruction
Pacific Lutheran University 2000 — 2002
B.A., Mathematics
UBS Financial Services November 2007 - January 2011
The American School in Switzerland August 2006 - June 2007
Poway High School, San Diego High School August 2003 - June 2006
Skills
Research, Cross-functional Team..., Investments, Financial Analysis, Finance, Public Speaking, Business Analysis, Analysis, Classroom, Market Research, Strategy, Sales, Business Strategy, Teaching
Education
Chapman University 2003 — 2005
Master's, Education: Curriculum and Instruction
Pacific Lutheran University 2000 — 2002
B.A., Mathematics
Jill Later's UBS Financial Services Experience June 2001 - November 2003
Job Brand Building Manager Skincare at Unilever
Industry Marketing and Advertising
Experience
Unilever September 2015 - Present
Unilever December 2014 - Present
Unilever February 2014 - December 2014
Unilever April 2011 - February 2014
Unilever August 2009 - April 2011
Pfizer November 2003 - August 2007
UBS Financial Services June 2001 - November 2003
Skills
Brand Management, Consumer Products, Customer Insight, Global Marketing, Brand Architecture, Marketing Research, Competitive Analysis, Cross-functional Team..., Market Research, Marketing Strategy, Integrated Marketing, Social Media, Digital Marketing, Media Planning, Budget Setting, Forecasting, P&L Analysis, P&L Management, Trade Promotions, Shopper Marketing, Marketing Activation, Project Management, Strategic Brand..., Creative Briefs, Personal Care, Healthcare Management, Strategic Partnerships, Marketing
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA)
Duke University
Bachelor of Science (B.S.), Biology
Unilever September 2015 - Present
Unilever December 2014 - Present
Unilever February 2014 - December 2014
Unilever April 2011 - February 2014
Unilever August 2009 - April 2011
Pfizer November 2003 - August 2007
UBS Financial Services June 2001 - November 2003
Skills
Brand Management, Consumer Products, Customer Insight, Global Marketing, Brand Architecture, Marketing Research, Competitive Analysis, Cross-functional Team..., Market Research, Marketing Strategy, Integrated Marketing, Social Media, Digital Marketing, Media Planning, Budget Setting, Forecasting, P&L Analysis, P&L Management, Trade Promotions, Shopper Marketing, Marketing Activation, Project Management, Strategic Brand..., Creative Briefs, Personal Care, Healthcare Management, Strategic Partnerships, Marketing
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA)
Duke University
Bachelor of Science (B.S.), Biology
Farhad Froozan's UBS Financial Services Experience 1997 - April 2009
Job Portfolio Management Program Manager at Morgan Stanley Enterprise Infrastructure
Industry Financial Services
Experience
Morgan Stanley Enterprise Infrastructure November 2012 - Present
Citigroup March 2011 - November 2012
RBS Global Banking & Markets May 2009 - December 2011
UBS November 2002 - May 2009
UBS Wealth Management November 2002 - May 2009
UBS Financial Services 1997 - April 2009
UBS / PaineWebber August 2001 - November 2002
PaineWebber August 1997 - November 2002
Independent Business Consultant January 1993 - June 1997
Commodities Exchange Center, Inc. May 1978 - May 1992
Skills
Vendor Management, IT Transformation, Business Analysis, Risk Management, Project Portfolio..., Process Improvement, ITIL, IT Management, Project Management, Disaster Recovery, Leadership, IT Strategy, Project Delivery, SDLC, PMO, Project Planning, PMP, Testing, Management
Education
Columbia University in the City of New York 1970 — 1972
M.Sc., Solid State Physics
Franklin and Marshall College 1966 — 1970
Bachelor of Science (B.Sc.), Physics
Morgan Stanley Enterprise Infrastructure November 2012 - Present
Citigroup March 2011 - November 2012
RBS Global Banking & Markets May 2009 - December 2011
UBS November 2002 - May 2009
UBS Wealth Management November 2002 - May 2009
UBS Financial Services 1997 - April 2009
UBS / PaineWebber August 2001 - November 2002
PaineWebber August 1997 - November 2002
Independent Business Consultant January 1993 - June 1997
Commodities Exchange Center, Inc. May 1978 - May 1992
Skills
Vendor Management, IT Transformation, Business Analysis, Risk Management, Project Portfolio..., Process Improvement, ITIL, IT Management, Project Management, Disaster Recovery, Leadership, IT Strategy, Project Delivery, SDLC, PMO, Project Planning, PMP, Testing, Management
Education
Columbia University in the City of New York 1970 — 1972
M.Sc., Solid State Physics
Franklin and Marshall College 1966 — 1970
Bachelor of Science (B.Sc.), Physics
Bob Dym's UBS Financial Services Experience 1996 - 2007
Job Entrepenuer / Business Owner
Industry Information Technology and Services
Experience
Franchise Business June 2008 - Present
UBS 2006 - December 2007
UBS Financial Services 1996 - 2007
PaineWebber/UBS 1996 - 2005
Chase 1989 - 1996
Prudential Securities 1987 - 1989
Education
City University of New York-Brooklyn College 1968 — 1973
Franchise Business June 2008 - Present
UBS 2006 - December 2007
UBS Financial Services 1996 - 2007
PaineWebber/UBS 1996 - 2005
Chase 1989 - 1996
Prudential Securities 1987 - 1989
Education
City University of New York-Brooklyn College 1968 — 1973
Jose Villamil's UBS Financial Services Experience November 2010 - Present
Job Credit Suisse
Industry Investment Management
Experience
UBS Financial Services November 2010 - Present
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
UBS Financial Services November 2010 - Present
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Sara Dee Tomlin's UBS Financial Services Experience January 2006 - October 2009
Job Dietetic Technician, Registered for Unidine at Cedar Village Retirement Community
Industry Health, Wellness and Fitness
Experience
Unidine Corporation September 2013 - Present
Sunrise Manor & Convalescent Center April 2012 - September 2013
UBS Financial Services January 2006 - October 2009
The Coffee Emporium November 1973 - July 1996
Skills
Nutrition, Food Service, Medical Nutrition..., Food, Public Speaking, Customer Service, Event Planning, Fitness, Team Building, Dietetics, Coaching, Healthcare, Wellness, Teaching, Nutritional Counseling, Strategic Planning, Program Development, Hospitals, Holistic Health, Research, Wellness Coaching, Community Outreach, Fundraising, Sales
Education
Cincinnati State Technical and Community College 2008 — 2011
Associate of Applied Science, Dietetic Technology
Unidine Corporation September 2013 - Present
Sunrise Manor & Convalescent Center April 2012 - September 2013
UBS Financial Services January 2006 - October 2009
The Coffee Emporium November 1973 - July 1996
Skills
Nutrition, Food Service, Medical Nutrition..., Food, Public Speaking, Customer Service, Event Planning, Fitness, Team Building, Dietetics, Coaching, Healthcare, Wellness, Teaching, Nutritional Counseling, Strategic Planning, Program Development, Hospitals, Holistic Health, Research, Wellness Coaching, Community Outreach, Fundraising, Sales
Education
Cincinnati State Technical and Community College 2008 — 2011
Associate of Applied Science, Dietetic Technology
Carin Frederick's UBS Financial Services Experience March 2000 - Present
Job Financial Advisor at UBS Financial Service Inc.
Industry Financial Services
Experience
UBS Financial Services March 2000 - Present
Education
Canisius College 1999 — 2000
Master of Business Administration (MBA)
College for Financial
Certified Financial Planner
UBS Financial Services March 2000 - Present
Education
Canisius College 1999 — 2000
Master of Business Administration (MBA)
College for Financial
Certified Financial Planner
Abigail Morris's UBS Financial Services Experience July 2007 - July 2012
Job Project Manager
Industry Management Consulting
Experience
FA Integrations August 2013 - Present
REAL Integrated Technology, LLC October 2012 - April 2014
UBS Financial Services July 2007 - July 2012
Merrill Lynch March 2002 - July 2007
Skills
Series 7, Uniform Combined State..., Series 63, Series 65, Wealth Management, Series 9, Series 10, Risk Management, FINRA, Mergers & Acquisitions, Salesforce.com, Asset Management, Management, Budgets, Recruiting
Education
Capital University 2004 — 2006
Master of Business Administration (M.B.A.)
Penn State University 1997 — 2001
Bachelor of Science (B.S.), Finance, General
FA Integrations August 2013 - Present
REAL Integrated Technology, LLC October 2012 - April 2014
UBS Financial Services July 2007 - July 2012
Merrill Lynch March 2002 - July 2007
Skills
Series 7, Uniform Combined State..., Series 63, Series 65, Wealth Management, Series 9, Series 10, Risk Management, FINRA, Mergers & Acquisitions, Salesforce.com, Asset Management, Management, Budgets, Recruiting
Education
Capital University 2004 — 2006
Master of Business Administration (M.B.A.)
Penn State University 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Rosa Bavaro's UBS Financial Services Experience 2000 - 2007
Job Marketing and Sourcing Executive
Industry Financial Services
Experience
Greater NY area 2013 - Present
Deutsche Bank April 2014 - December 2014
UBS 2010 - January 2013
UBS 2007 - November 2010
UBS January 2000 - June 2007
UBS Wealth Management US Head of Creative Services January 2000 - January 2007
UBS Financial Services 2000 - 2007
PaineWebber Private Client Group 1995 - 2000
Sara Lee January 1988 - January 1991
HMG Worldwide 1988 - 1991
Skills
Corporate Communications, Marketing Strategy, Marketing Communications, Brand Management, Series 7, Integrated Marketing, Management, Budgets, Marketing, Marketing Management, Product Marketing, Creative Strategy, Graphic Design, Program Management, Internal Communications, Project Management, Public Relations, Strategic Communications
Education
City University of New York-Hunter College 1967 — 1971
BA, Art Advertising and Education
Istituto di Lingua Italiana - Florence
Language
Greater NY area 2013 - Present
Deutsche Bank April 2014 - December 2014
UBS 2010 - January 2013
UBS 2007 - November 2010
UBS January 2000 - June 2007
UBS Wealth Management US Head of Creative Services January 2000 - January 2007
UBS Financial Services 2000 - 2007
PaineWebber Private Client Group 1995 - 2000
Sara Lee January 1988 - January 1991
HMG Worldwide 1988 - 1991
Skills
Corporate Communications, Marketing Strategy, Marketing Communications, Brand Management, Series 7, Integrated Marketing, Management, Budgets, Marketing, Marketing Management, Product Marketing, Creative Strategy, Graphic Design, Program Management, Internal Communications, Project Management, Public Relations, Strategic Communications
Education
City University of New York-Hunter College 1967 — 1971
BA, Art Advertising and Education
Istituto di Lingua Italiana - Florence
Language
Adam Burns's UBS Financial Services Experience June 2006 - Present
Job UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2006 - Present
Citi July 2002 - June 2006
Education
Canisius College 2001 — 2002
MBA
Old Dominion University 1997 — 2001
Lewiston Porter High School 1986 — 1997
UBS Financial Services June 2006 - Present
Citi July 2002 - June 2006
Education
Canisius College 2001 — 2002
MBA
Old Dominion University 1997 — 2001
Lewiston Porter High School 1986 — 1997
Bob Ajmani's UBS Financial Services Experience July 2006 - April 2009
Job Managing Director, Investments at Aegis Capital Corp.
Industry Financial Services
Experience
Aegis Capital April 2009 - Present
UBS Financial Services July 2006 - April 2009
Sumitomo Mitsui Banking Corporation June 2000 - December 2004
Unilever July 1998 - June 2000
Skills
Series 7, Investments, Equities, Finance, Investment Banking, Portfolio Management, Series 63, Wealth Management, Corporate Finance, Asset Allocation, Asset Management, Fixed Income, Mutual Funds, New Business Development, Alternative Investments, Management, Private Equity, Strategic Planning, Securities, Hedge Funds, Capital Markets, Options
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance & Marketing
Carnegie Mellon University 1989 — 1993
BS, Economics & Management
Aegis Capital April 2009 - Present
UBS Financial Services July 2006 - April 2009
Sumitomo Mitsui Banking Corporation June 2000 - December 2004
Unilever July 1998 - June 2000
Skills
Series 7, Investments, Equities, Finance, Investment Banking, Portfolio Management, Series 63, Wealth Management, Corporate Finance, Asset Allocation, Asset Management, Fixed Income, Mutual Funds, New Business Development, Alternative Investments, Management, Private Equity, Strategic Planning, Securities, Hedge Funds, Capital Markets, Options
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance & Marketing
Carnegie Mellon University 1989 — 1993
BS, Economics & Management
Amy Bartlett-Newell's UBS Financial Services Experience July 1998 - May 2008
Job Executive Scheduling Associate
Industry Financial Services
Experience
Self Employed August 2011 - Present
UBS Financial Services July 1998 - May 2008
Skills
Mutual Funds, Securities, Wealth Management, Investments
Education
Cleveland State University
Youngstown State University
Self Employed August 2011 - Present
UBS Financial Services July 1998 - May 2008
Skills
Mutual Funds, Securities, Wealth Management, Investments
Education
Cleveland State University
Youngstown State University
Raj Shah, MTWM's UBS Financial Services Experience 2004 - 2008
Job Trust Officer
Industry Financial Services
Experience
PGB Trust & Investments of Delaware 2013 - Present
Wells Fargo Wealth Management 2010 - 2012
UBS Financial Services 2004 - 2008
Skills
Asset Managment, Estate Planning, Retirement Planning, Strategic Financial..., Wealth Management, Banking, Series 7, Portfolio Management, Mutual Funds, Investments, Finance, Asset Management, Financial Services, Financial Planning, Leadership, Management, Financial Analysis
Education
Campbell University 2008 — 2009
Master's Degree, Trust and Wealth Management
Rutgers, The State University of New Jersey-Newark 2001 — 2003
Bachelor of Science Degree, Finance
PGB Trust & Investments of Delaware 2013 - Present
Wells Fargo Wealth Management 2010 - 2012
UBS Financial Services 2004 - 2008
Skills
Asset Managment, Estate Planning, Retirement Planning, Strategic Financial..., Wealth Management, Banking, Series 7, Portfolio Management, Mutual Funds, Investments, Finance, Asset Management, Financial Services, Financial Planning, Leadership, Management, Financial Analysis
Education
Campbell University 2008 — 2009
Master's Degree, Trust and Wealth Management
Rutgers, The State University of New Jersey-Newark 2001 — 2003
Bachelor of Science Degree, Finance
Ali Iqbal's UBS Financial Services Experience March 2012 - Present
Job Senior Director, CFO for Office of Business Effectiveness
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
UBS Financial Services March 2012 - Present
UBS June 2014 - June 2015
UBS Investment Bank January 2010 - February 2012
P&O Nedlloyd 2003 - 2006
Skills
Financial Modeling
Education
City University London 1998 — 2001
TIAA-CREF June 2015 - Present
UBS Financial Services March 2012 - Present
UBS June 2014 - June 2015
UBS Investment Bank January 2010 - February 2012
P&O Nedlloyd 2003 - 2006
Skills
Financial Modeling
Education
City University London 1998 — 2001
Ruth L. Cuba's UBS Financial Services Experience January 2007 - March 2010
Job Client Service Associate
Industry Financial Services
Experience
A Wealth Management Firm March 2010 - Present
UBS Financial Services January 2007 - March 2010
Skills
Microsoft Excel, Microsoft Office, Administrative..., Research, Office Management, Spanish-English, Access, Finance, Insurance, Time Management, Outlook
Education
City University of New York-Hunter College
A Wealth Management Firm March 2010 - Present
UBS Financial Services January 2007 - March 2010
Skills
Microsoft Excel, Microsoft Office, Administrative..., Research, Office Management, Spanish-English, Access, Finance, Insurance, Time Management, Outlook
Education
City University of New York-Hunter College
Tollie Chavis's UBS Financial Services Experience November 2012 - Present
Job Senior Vice PresidentWealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2012 - Present
Merrill Lynch 1998 - 2012
Education
Capital University Law School 1978 — 1981
Doctor of Law (JD)
The Ohio State University 1973 — 1977
Bachelor of Arts (BA), International Studies
UBS Financial Services November 2012 - Present
Merrill Lynch 1998 - 2012
Education
Capital University Law School 1978 — 1981
Doctor of Law (JD)
The Ohio State University 1973 — 1977
Bachelor of Arts (BA), International Studies
Paul Schaffer's UBS Financial Services Experience July 2005 - April 2009
Job Project Lead at Capital Group
Industry Marketing and Advertising
Experience
Capital Group January 2015 - Present
Mullen June 2013 - January 2015
David&Goliath March 2011 - June 2013
David&Goliath May 2010 - March 2011
Division 6 Apparel May 2009 - May 2010
UBS Financial Services July 2005 - April 2009
Baubles-Jewelry January 2003 - July 2005
Diamondlook December 1999 - December 2003
Skills
Sales, Budgets, Management, Advertising, Project Management, Online Advertising, Internet Entrepreneur, Entrepreneurship, Personal Financial..., Social Media, Social Media Marketing, Digital Marketing, Interactive Marketing, Integrated Marketing, Brand Development, Leadership
Education
Santa Monica College 2009 — 2011
Accounting
Brooklyn College 1997 — 2000
BA, English
Capital Group January 2015 - Present
Mullen June 2013 - January 2015
David&Goliath March 2011 - June 2013
David&Goliath May 2010 - March 2011
Division 6 Apparel May 2009 - May 2010
UBS Financial Services July 2005 - April 2009
Baubles-Jewelry January 2003 - July 2005
Diamondlook December 1999 - December 2003
Skills
Sales, Budgets, Management, Advertising, Project Management, Online Advertising, Internet Entrepreneur, Entrepreneurship, Personal Financial..., Social Media, Social Media Marketing, Digital Marketing, Interactive Marketing, Integrated Marketing, Brand Development, Leadership
Education
Santa Monica College 2009 — 2011
Accounting
Brooklyn College 1997 — 2000
BA, English
Joseph Caratozolo's UBS Financial Services Experience August 2006 - June 2008
Job Sr. Consultant at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch November 2009 - Present
UBS Financial Services August 2006 - June 2008
Verizon Wireless January 2006 - August 2006
ADP 1997 - 2005
Merrill Lynch 1992 - 1997
Patel Consultants Group 1991 - 1992
Datronics Inc. 1979 - 1991
AT&T Bell Laboratories 1976 - 1979
Skills
VSAM, Mainframe, DB2, COBOL, JCL, SDLC, Endeavor, TSO, WebSphere MQ, Requirements Analysis, CICS, Business Analysis
Education
City University of New York City College 1974 — 1976
AAS, data processing
new utrecht high school 1970 — 1974
Merrill Lynch November 2009 - Present
UBS Financial Services August 2006 - June 2008
Verizon Wireless January 2006 - August 2006
ADP 1997 - 2005
Merrill Lynch 1992 - 1997
Patel Consultants Group 1991 - 1992
Datronics Inc. 1979 - 1991
AT&T Bell Laboratories 1976 - 1979
Skills
VSAM, Mainframe, DB2, COBOL, JCL, SDLC, Endeavor, TSO, WebSphere MQ, Requirements Analysis, CICS, Business Analysis
Education
City University of New York City College 1974 — 1976
AAS, data processing
new utrecht high school 1970 — 1974
Sara Cheeseman's UBS Financial Services Experience November 2006 - Present
Job Senior Registered Client Service Associates at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2006 - Present
Education
Champlain College 1984 — 1985
Office Management
Proctor Academy 1973 — 1976
UBS Financial Services November 2006 - Present
Education
Champlain College 1984 — 1985
Office Management
Proctor Academy 1973 — 1976
Angelia (Lia Marie) Brown's UBS Financial Services Experience August 2005 - September 2010
Job Special Events Supervisor at Barbizon USA, LLC
Industry Entertainment
Experience
Barbizon USA, LLC October 2013 - Present
Diggin' Deep Radio Show August 2012 - Present
GV Financial Advisors February 2011 - June 2012
UBS Financial Services August 2005 - September 2010
Todays Bride 2009 - 2010
American Express Financial Advisors 2002 - 2003
Skills
Series 7, Asset Allocation, Strategic Financial..., Wealth Management, Mutual Funds, Investments, Asset Management, Retirement Planning, Investment Advisory, Portfolio Management, Insurance, Estate Planning, Investment Strategies, Sales, Microsoft Excel, Risk Management
Education
The Ohio State University 1999 — 2001
B.S., Fashion Merchandising
Clark Atlanta University 1995 — 1997
Business Administration, Marketing
Clark Atlanta University 1995 — 1997
Business Administration, Marketing
Barbizon USA, LLC October 2013 - Present
Diggin' Deep Radio Show August 2012 - Present
GV Financial Advisors February 2011 - June 2012
UBS Financial Services August 2005 - September 2010
Todays Bride 2009 - 2010
American Express Financial Advisors 2002 - 2003
Skills
Series 7, Asset Allocation, Strategic Financial..., Wealth Management, Mutual Funds, Investments, Asset Management, Retirement Planning, Investment Advisory, Portfolio Management, Insurance, Estate Planning, Investment Strategies, Sales, Microsoft Excel, Risk Management
Education
The Ohio State University 1999 — 2001
B.S., Fashion Merchandising
Clark Atlanta University 1995 — 1997
Business Administration, Marketing
Clark Atlanta University 1995 — 1997
Business Administration, Marketing
Deborah Gallagher's UBS Financial Services Experience March 2006 - October 2007
Job Region Vice President, East Region at Quench USA, Inc.
Industry Environmental Services
Experience
Quench USA, Inc. January 2014 - Present
QuenchUSA, Inc January 2011 - October 2013
Quench USA Inc November 2007 - January 2011
UBS Financial Services March 2006 - October 2007
Ricoh Corporation May 2004 - August 2005
IKON Office Solutions September 1991 - March 1998
Xerox Corporation March 1984 - September 1991
Skills
Sales, Negotiation, Competitive Analysis, Marketing, CRM, Selling Skills, Management, Qualifying Prospects, Building Relationships, Sales Process, Budgets, Selling, Leadership, Strategy, Sales Operations, Pricing, Training, Solution Selling
Education
Carson-Newman University 1979 — 1983
Bachelor Of Science, Business Management
Quench USA, Inc. January 2014 - Present
QuenchUSA, Inc January 2011 - October 2013
Quench USA Inc November 2007 - January 2011
UBS Financial Services March 2006 - October 2007
Ricoh Corporation May 2004 - August 2005
IKON Office Solutions September 1991 - March 1998
Xerox Corporation March 1984 - September 1991
Skills
Sales, Negotiation, Competitive Analysis, Marketing, CRM, Selling Skills, Management, Qualifying Prospects, Building Relationships, Sales Process, Budgets, Selling, Leadership, Strategy, Sales Operations, Pricing, Training, Solution Selling
Education
Carson-Newman University 1979 — 1983
Bachelor Of Science, Business Management
Mehran Sadri's UBS Financial Services Experience June 2001 - July 2008
Job Managing Director at Capital Markets IQ
Industry Financial Services
Experience
Capital markets IQ October 2012 - Present
Morgan Stanley Smith Barney July 2008 - November 2012
UBS Financial Services June 2001 - July 2008
Skills
Strategic Financial..., Investments, Retirement Planning, Business Development, Management, Wealth Management, Start-ups, Fixed Income, Risk Management, Asset Managment, Strategic Planning, Asset Management, Portfolio Management, Business Planning, Entrepreneurship, Mergers, Business Strategy, Mergers & Acquisitions
Education
Queen Mary College - London University 1981 — 1984
Bachelor of Science (B.Sc.), Civil Engineering, Honors
City University London
Master of Science (M.Sc.), Civil Engineering
Capital markets IQ October 2012 - Present
Morgan Stanley Smith Barney July 2008 - November 2012
UBS Financial Services June 2001 - July 2008
Skills
Strategic Financial..., Investments, Retirement Planning, Business Development, Management, Wealth Management, Start-ups, Fixed Income, Risk Management, Asset Managment, Strategic Planning, Asset Management, Portfolio Management, Business Planning, Entrepreneurship, Mergers, Business Strategy, Mergers & Acquisitions
Education
Queen Mary College - London University 1981 — 1984
Bachelor of Science (B.Sc.), Civil Engineering, Honors
City University London
Master of Science (M.Sc.), Civil Engineering
Lisa Dezman Whitesell's UBS Financial Services Experience April 2006 - June 2008
Job Trust Relationship Associate at Huntington National Bank
Industry Investment Banking
Experience
Huntington National Bank May 2009 - Present
Charles Schwab September 2008 - February 2009
UBS Financial Services April 2006 - June 2008
Key Bank October 2001 - April 2006
Key Bank June 1998 - October 2001
Key Bank April 1997 - June 1998
Skills
Retirement Planning, Series 7, Commercial Banking, Sales, Investments, Series 63, Portfolio Management, Credit, Loans, Relationship Management, Treasury Management, Banking
Education
Cleveland State University 1989 — 1994
Bachelors, Liberal Arts
Huntington National Bank May 2009 - Present
Charles Schwab September 2008 - February 2009
UBS Financial Services April 2006 - June 2008
Key Bank October 2001 - April 2006
Key Bank June 1998 - October 2001
Key Bank April 1997 - June 1998
Skills
Retirement Planning, Series 7, Commercial Banking, Sales, Investments, Series 63, Portfolio Management, Credit, Loans, Relationship Management, Treasury Management, Banking
Education
Cleveland State University 1989 — 1994
Bachelors, Liberal Arts
Stephen Hailey, CFP®'s UBS Financial Services Experience April 2000 - Present
Job Investment Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services April 2000 - Present
Education
Campbell University 1998 — 2000
MBA
University of North Carolina at Wilmington 1988 — 1992
B.S. Finance
UBS Financial Services April 2000 - Present
Education
Campbell University 1998 — 2000
MBA
University of North Carolina at Wilmington 1988 — 1992
B.S. Finance
Kyle Naughton's UBS Financial Services Experience May 2007 - August 2007
Job Trade Analyst at CMA CGM
Industry Transportation/Trucking/Railroad
Experience
CMA CGM September 2012 - Present
CMA CGM January 2011 - September 2012
Dunhill December 2009 - January 2011
Wells Fargo Financial December 2008 - November 2009
Express Valet LLC June 2005 - December 2008
UBS Financial Services May 2007 - August 2007
Skills
Customer Service, Microsoft Office, Social Media, Management, Marketing, Microsoft Excel, Public Speaking, Leadership, Sales
Education
Christopher Newport University 2003 — 2007
B.S, Business Administration; Marketing
CMA CGM September 2012 - Present
CMA CGM January 2011 - September 2012
Dunhill December 2009 - January 2011
Wells Fargo Financial December 2008 - November 2009
Express Valet LLC June 2005 - December 2008
UBS Financial Services May 2007 - August 2007
Skills
Customer Service, Microsoft Office, Social Media, Management, Marketing, Microsoft Excel, Public Speaking, Leadership, Sales
Education
Christopher Newport University 2003 — 2007
B.S, Business Administration; Marketing
Dana Sperling's UBS Financial Services Experience 2003 - 2004
Job Project Manager, Organizational Development at Citi
Industry Financial Services
Experience
Citi June 2011 - Present
Morgan Stanley Smith Barney 2007 - March 2011
Citi Private Bank 2004 - 2007
UBS Financial Services 2003 - 2004
UBS Financial Services 2002 - 2003
UBS Financial Services 1999 - 2002
Skills
Performance Management, Talent Management, Human Resources, Onboarding, Personnel Management
Education
Columbia University in the City of New York 1997 — 1999
MS, Social Work
Rutgers University-New Brunswick 1993 — 1997
BA, Psychology/Sociology
Citi June 2011 - Present
Morgan Stanley Smith Barney 2007 - March 2011
Citi Private Bank 2004 - 2007
UBS Financial Services 2003 - 2004
UBS Financial Services 2002 - 2003
UBS Financial Services 1999 - 2002
Skills
Performance Management, Talent Management, Human Resources, Onboarding, Personnel Management
Education
Columbia University in the City of New York 1997 — 1999
MS, Social Work
Rutgers University-New Brunswick 1993 — 1997
BA, Psychology/Sociology
John Csiszar's UBS Financial Services Experience September 1992 - May 2009
Job Freelance Writer
Industry Writing and Editing
Experience
Misc. Clients November 2009 - Present
Advanced Trading Strategies May 2009 - December 2011
Distinguished Journeys June 2007 - May 2010
UBS Financial Services September 1992 - May 2009
Skills
Technical Writing, Travel Planning, Blogging, Personal Finance, Web Content, Proofreading, Research, Copy Editing, Investment Strategies, Investment Management, International Relations, Asian Cuisine, Asian Culture, Financial Advisory, Financial Writing, Finance, Estate Planning, Investments, Copywriting, Editing
Education
College for Financial Planning 1994 — 1996
CFP, Certified Financial Planner
University of California, Los Angeles 1986 — 1991
B.A., English, Specialization in Business
Loyola High School 1982 — 1986
High School Diploma
Misc. Clients November 2009 - Present
Advanced Trading Strategies May 2009 - December 2011
Distinguished Journeys June 2007 - May 2010
UBS Financial Services September 1992 - May 2009
Skills
Technical Writing, Travel Planning, Blogging, Personal Finance, Web Content, Proofreading, Research, Copy Editing, Investment Strategies, Investment Management, International Relations, Asian Cuisine, Asian Culture, Financial Advisory, Financial Writing, Finance, Estate Planning, Investments, Copywriting, Editing
Education
College for Financial Planning 1994 — 1996
CFP, Certified Financial Planner
University of California, Los Angeles 1986 — 1991
B.A., English, Specialization in Business
Loyola High School 1982 — 1986
High School Diploma
Joshua Siva's UBS Financial Services Experience January 2010 - May 2010
Job Management Consultant at Insulet Corporation
Industry Pharmaceuticals
Experience
Insulet Corporation August 2015 - Present
The Huffington Post April 2015 - Present
GlaxoSmithKline August 2013 - August 2015
GlaxoSmithKline January 2013 - August 2013
GlaxoSmithKline April 2012 - January 2013
GlaxoSmithKline July 2011 - April 2012
GlaxoSmithKline May 2010 - December 2010
UBS Financial Services January 2010 - May 2010
University of Pittsburgh August 2008 - October 2009
Skills
Strategic Sourcing, Process Improvement, Entrepreneurship, Strategic Planning, Communication, Procurement, Strategy, Leadership, Management, Analysis, Teamwork, Supply Chain Management, Microsoft Office, Outsourcing, Risk Management, Negotiation, Change Management, Project Management, Contract Management, Start-ups, Sourcing, Financial Analysis
Education
University of Pittsburgh 2007 — 2011
Bachelor of Science, Business Administration; Finance, Economics Minor
Carnegie Mellon University 2011 — 2011
New Venture Creation - Entrepreneurship
Richmond, The American International University in London 2009 — 2009
Insulet Corporation August 2015 - Present
The Huffington Post April 2015 - Present
GlaxoSmithKline August 2013 - August 2015
GlaxoSmithKline January 2013 - August 2013
GlaxoSmithKline April 2012 - January 2013
GlaxoSmithKline July 2011 - April 2012
GlaxoSmithKline May 2010 - December 2010
UBS Financial Services January 2010 - May 2010
University of Pittsburgh August 2008 - October 2009
Skills
Strategic Sourcing, Process Improvement, Entrepreneurship, Strategic Planning, Communication, Procurement, Strategy, Leadership, Management, Analysis, Teamwork, Supply Chain Management, Microsoft Office, Outsourcing, Risk Management, Negotiation, Change Management, Project Management, Contract Management, Start-ups, Sourcing, Financial Analysis
Education
University of Pittsburgh 2007 — 2011
Bachelor of Science, Business Administration; Finance, Economics Minor
Carnegie Mellon University 2011 — 2011
New Venture Creation - Entrepreneurship
Richmond, The American International University in London 2009 — 2009
shreekal singh's UBS Financial Services Experience December 2008 - May 2009
Job Sr. Relationship Banker at Union Bank
Industry Financial Services
Experience
Union Bank August 2013 - Present
Citi December 2009 - February 2013
Citibank November 2004 - June 2009
UBS Financial Services December 2008 - May 2009
Wells Fargo Bank October 2001 - June 2004
Skills
Sales, Public Speaking, Training, Financial Analysis, Microsoft Word, Banking, Customer Service, Financial Modeling, Customer Engagement, PowerPoint, Microsoft Excel, Sales Presentations, New Business Development, Business Strategy, Small Business, Home Equity Loans, Residential Mortgages, Commercial Mortgages, Finance, Financial Statements, Client Development, Long-term Customer...
Education
California State University-Northridge 2005 — 2009
Bachelor of Science, Finance, Finance, General
Union Bank August 2013 - Present
Citi December 2009 - February 2013
Citibank November 2004 - June 2009
UBS Financial Services December 2008 - May 2009
Wells Fargo Bank October 2001 - June 2004
Skills
Sales, Public Speaking, Training, Financial Analysis, Microsoft Word, Banking, Customer Service, Financial Modeling, Customer Engagement, PowerPoint, Microsoft Excel, Sales Presentations, New Business Development, Business Strategy, Small Business, Home Equity Loans, Residential Mortgages, Commercial Mortgages, Finance, Financial Statements, Client Development, Long-term Customer...
Education
California State University-Northridge 2005 — 2009
Bachelor of Science, Finance, Finance, General
Mark Chernekoff's UBS Financial Services Experience May 2010 - September 2010
Job Equities Financial Control Analyst at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase September 2010 - Present
UBS Financial Services May 2010 - September 2010
Education
Clemson University 2007 — 2010
Bachelor of Science, Financial Management
JP Morgan Chase September 2010 - Present
UBS Financial Services May 2010 - September 2010
Education
Clemson University 2007 — 2010
Bachelor of Science, Financial Management
Dena Wojciechowski's UBS Financial Services Experience October 2007 - April 2008
Job Certified Bookkeeper/Accounts Receivable Team Lead
Industry Accounting
Experience
Quadax, Inc. August 2014 - Present
Quadax, Inc. October 2012 - August 2014
Quadax, Inc. October 2011 - October 2012
A Kid Again May 2008 - September 2012
KeyBank April 2011 - September 2011
UBS Financial Services October 2007 - April 2008
PNC Financial Services Group July 2007 - October 2007
Big Lots January 2000 - January 2006
Skills
Microsoft Office, Spreadsheets, Access, Outlook, Microsoft Word, Accounting, Accounts Receivable, Budgets, QuickBooks, Payroll, PowerPoint, Time Management, Management, Finance, System Administration, Financial Reporting, Forecasting, Inventory Management, Account Reconciliation, Financial Analysis, Teamwork, PeopleSoft, Filing, Sales, Invoicing, Process Improvement, Analysis, Accounts Payable, Insurance, Auditing, Data Entry, Customer Service, Microsoft Excel, Bookkeeping, Administration, Typing, General Ledger, Financial Accounting, Banking, Financial Services
Education
Cleveland State University
Bachelor of Business Administration (B.B.A.), Finance
Quadax, Inc. August 2014 - Present
Quadax, Inc. October 2012 - August 2014
Quadax, Inc. October 2011 - October 2012
A Kid Again May 2008 - September 2012
KeyBank April 2011 - September 2011
UBS Financial Services October 2007 - April 2008
PNC Financial Services Group July 2007 - October 2007
Big Lots January 2000 - January 2006
Skills
Microsoft Office, Spreadsheets, Access, Outlook, Microsoft Word, Accounting, Accounts Receivable, Budgets, QuickBooks, Payroll, PowerPoint, Time Management, Management, Finance, System Administration, Financial Reporting, Forecasting, Inventory Management, Account Reconciliation, Financial Analysis, Teamwork, PeopleSoft, Filing, Sales, Invoicing, Process Improvement, Analysis, Accounts Payable, Insurance, Auditing, Data Entry, Customer Service, Microsoft Excel, Bookkeeping, Administration, Typing, General Ledger, Financial Accounting, Banking, Financial Services
Education
Cleveland State University
Bachelor of Business Administration (B.B.A.), Finance
Marina Eagle's UBS Financial Services Experience June 2005 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
UBS Financial Services June 2005 - Present
Education
City University of New York-Hunter College
Psychology, Accounting
UBS Financial Services June 2005 - Present
Education
City University of New York-Hunter College
Psychology, Accounting
Keith Sena's UBS Financial Services Experience October 2006 - June 2008
Job Data Center Engineer at Maintech, Incorporated
Industry Retail
Experience
Maintech, Incorporated September 2014 - Present
United States Department of Defense September 2011 - August 2013
Snap On Tools September 2008 - March 2011
UBS Financial Services October 2006 - June 2008
UBS Financial Services June 1995 - October 2006
Block Drug Company November 1993 - June 1995
Thomas Cook September 1991 - November 1993
NYNEX Business Centers April 1989 - August 1991
Skills
SDLC, Business Analysis, Computer Network..., Technical Support, Hardware Support, Wireless Networking, Usability, software support, Network Design, Usability Engineering, Project Management, Quality Assurance, Management, Integration, MS Project, Troubleshooting, Training
Education
City University of New York-College of Staten Island 1981 — 1991
BS, EE
City University of New York-College of Staten Island 1981 — 1985
AAS, Computer science
Maintech, Incorporated September 2014 - Present
United States Department of Defense September 2011 - August 2013
Snap On Tools September 2008 - March 2011
UBS Financial Services October 2006 - June 2008
UBS Financial Services June 1995 - October 2006
Block Drug Company November 1993 - June 1995
Thomas Cook September 1991 - November 1993
NYNEX Business Centers April 1989 - August 1991
Skills
SDLC, Business Analysis, Computer Network..., Technical Support, Hardware Support, Wireless Networking, Usability, software support, Network Design, Usability Engineering, Project Management, Quality Assurance, Management, Integration, MS Project, Troubleshooting, Training
Education
City University of New York-College of Staten Island 1981 — 1991
BS, EE
City University of New York-College of Staten Island 1981 — 1985
AAS, Computer science
Bill Larkman's UBS Financial Services Experience February 2007 - Present
Job Director at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2007 - Present
McDonald Investments November 2004 - February 2007
NatCity Investments May 1996 - November 2004
FINRA (fka NASD) June 1980 - May 1996
Education
Cleveland State University 1982 — 1986
MBA, Finance
Miami University 1976 — 1980
BA, Finance
UBS Financial Services February 2007 - Present
McDonald Investments November 2004 - February 2007
NatCity Investments May 1996 - November 2004
FINRA (fka NASD) June 1980 - May 1996
Education
Cleveland State University 1982 — 1986
MBA, Finance
Miami University 1976 — 1980
BA, Finance
Albert Kao's UBS Financial Services Experience January 2010 - August 2010
Job Associate, Planning and Analysis at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Global Commodities Group February 2015 - Present
J.P. Morgan Global Commodities Group June 2013 - January 2015
J.P. Morgan Private Bank July 2011 - June 2013
UBS Financial Services January 2010 - August 2010
James F. Reda & Associates, a divison of Gallagher Benefit Services May 2009 - August 2009
West End Advisors June 2008 - May 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Finance, Financial Services, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Private Banking, Wealth Management, Essbase, Cognos, Forecasting, Analysis, Data Analysis, Planning Budgeting &..., Revenue Forecasting
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Science (B.S.), Financial Engineering
J.P. Morgan Global Commodities Group February 2015 - Present
J.P. Morgan Global Commodities Group June 2013 - January 2015
J.P. Morgan Private Bank July 2011 - June 2013
UBS Financial Services January 2010 - August 2010
James F. Reda & Associates, a divison of Gallagher Benefit Services May 2009 - August 2009
West End Advisors June 2008 - May 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Finance, Financial Services, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Private Banking, Wealth Management, Essbase, Cognos, Forecasting, Analysis, Data Analysis, Planning Budgeting &..., Revenue Forecasting
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Science (B.S.), Financial Engineering
Victor Lizardi's UBS Financial Services Experience October 2007 - October 2010
Job VP Trading Pershing/BNY Mellon
Industry Financial Services
Experience
Pershing / BNY Mellon October 2010 - Present
UBS Financial Services October 2007 - October 2010
HSBC Securities USA January 2001 - July 2007
Schroders & Co. May 1993 - December 2000
Skills
Securities, Fixed Income, Options, Series 7, Series 63, Bloomberg, Equities, Investments, Capital Markets, Wealth Management, Series 24, Hedge Funds, Alternative Investments
Education
City University of New York City College
Pershing / BNY Mellon October 2010 - Present
UBS Financial Services October 2007 - October 2010
HSBC Securities USA January 2001 - July 2007
Schroders & Co. May 1993 - December 2000
Skills
Securities, Fixed Income, Options, Series 7, Series 63, Bloomberg, Equities, Investments, Capital Markets, Wealth Management, Series 24, Hedge Funds, Alternative Investments
Education
City University of New York City College
Timothy McDonald's UBS Financial Services Experience January 2009 - Present
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Merrill Lynch March 1998 - January 2009
Deutsche Bank Private Banking June 1995 - March 1998
Meredith, Martin & Kaye July 1993 - June 1995
Johnson & Johnson July 1989 - June 1993
US Army May 1983 - June 1989
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
United States Military Academy at West Point 1979 — 1983
BS, Engineering
UBS Financial Services January 2009 - Present
Merrill Lynch March 1998 - January 2009
Deutsche Bank Private Banking June 1995 - March 1998
Meredith, Martin & Kaye July 1993 - June 1995
Johnson & Johnson July 1989 - June 1993
US Army May 1983 - June 1989
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
United States Military Academy at West Point 1979 — 1983
BS, Engineering
Gerald Parks's UBS Financial Services Experience May 2007 - Present
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services May 2007 - Present
Education
Central Michigan University 1982 — 1987
business, finance
UBS Financial Services May 2007 - Present
Education
Central Michigan University 1982 — 1987
business, finance
Brian Blackburn's UBS Financial Services Experience November 2000 - Present
Job First Vice President Investments
Industry Investment Management
Experience
UBS Financial Services November 2000 - Present
UBS 2000 - Present
Wachovia Bank January 1996 - November 2000
Hughes Boan & Assoc. January 1995 - January 1996
Education
Clemson University - College of Business and Behavioral Science
Bachelor's degree, Finance and Financial Management Services
UBS Financial Services November 2000 - Present
UBS 2000 - Present
Wachovia Bank January 1996 - November 2000
Hughes Boan & Assoc. January 1995 - January 1996
Education
Clemson University - College of Business and Behavioral Science
Bachelor's degree, Finance and Financial Management Services
Jacqueline Flanagan's UBS Financial Services Experience January 2011 - Present
Job Director , UBS Financial Services
Industry Banking
Experience
UBS Financial Services January 2011 - Present
JPMorgan Chase March 1993 - April 2012
Skills
Series 7, Series 63, Bonds, Fixed Income
Education
College of the Holy Cross
Economics
UBS Financial Services January 2011 - Present
JPMorgan Chase March 1993 - April 2012
Skills
Series 7, Series 63, Bonds, Fixed Income
Education
College of the Holy Cross
Economics
Fariha Hasnain's UBS Financial Services Experience January 2001 - January 2002
Job Global Fraud Intelligence Analyst/ Assistant Vice President at Citigroup
Industry Security and Investigations
Experience
Citi April 2011 - Present
Ilios Partners June 2005 - June 2008
Depository Trust and Clearing Corp January 2004 - October 2004
UBS Financial Services January 2001 - January 2002
Skills
Financial Risk, Fraud, Link Analysis, Cybercrime, Intelligence Analysis, Operational Risk..., Private Investigations, Security, Operational Risk, Business Continuity, AML, Risk Assessment, KYC, Risk Analysis, Investigation
Education
Zicklin School of Business, Baruch College, City University of New York New
Bachelors, Business Administration; Finance and Investments
City University of New York-John Jay College of Criminal Justice
Master of Arts, Criminal Law and Procedure
Citi April 2011 - Present
Ilios Partners June 2005 - June 2008
Depository Trust and Clearing Corp January 2004 - October 2004
UBS Financial Services January 2001 - January 2002
Skills
Financial Risk, Fraud, Link Analysis, Cybercrime, Intelligence Analysis, Operational Risk..., Private Investigations, Security, Operational Risk, Business Continuity, AML, Risk Assessment, KYC, Risk Analysis, Investigation
Education
Zicklin School of Business, Baruch College, City University of New York New
Bachelors, Business Administration; Finance and Investments
City University of New York-John Jay College of Criminal Justice
Master of Arts, Criminal Law and Procedure
James Graziano's UBS Financial Services Experience June 2009 - August 2009
Job Corporate Staff Accountant at The Community Builders, Inc.
Industry Accounting
Experience
The Community Builders, Inc. February 2014 - April 2014
Katz, Nannis + Solomon, P.C. September 2012 - April 2013
Brigham and Women's Hospital June 2011 - September 2012
Physicians Healthcare May 2010 - August 2010
UBS Financial Services June 2009 - August 2009
Skills
Accounting, Financial Reporting, QuickBooks, Auditing, Tax, Tax Preparation, Microsoft Excel, Outlook, Microsoft Word, Tax Research, Tax Returns, Financial Statements, Corporate Tax, GAAP, Financial Accounting, Financial Analysis, Revenue Recognition, US GAAP
Education
Coastal Carolina University 2008 — 2011
Bachelor of Science, Business Administration, Accounting
The Community Builders, Inc. February 2014 - April 2014
Katz, Nannis + Solomon, P.C. September 2012 - April 2013
Brigham and Women's Hospital June 2011 - September 2012
Physicians Healthcare May 2010 - August 2010
UBS Financial Services June 2009 - August 2009
Skills
Accounting, Financial Reporting, QuickBooks, Auditing, Tax, Tax Preparation, Microsoft Excel, Outlook, Microsoft Word, Tax Research, Tax Returns, Financial Statements, Corporate Tax, GAAP, Financial Accounting, Financial Analysis, Revenue Recognition, US GAAP
Education
Coastal Carolina University 2008 — 2011
Bachelor of Science, Business Administration, Accounting
Stephen Blaber's UBS Financial Services Experience March 1992 - Present
Job SVP Investments at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services March 1992 - Present
UBS Financial Services March 1992 - Present
Education
Columbia Business School 1984 — 1986
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1977 — 1981
Bachelor of Arts (B.A.), Economics
UBS Financial Services March 1992 - Present
UBS Financial Services March 1992 - Present
Education
Columbia Business School 1984 — 1986
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1977 — 1981
Bachelor of Arts (B.A.), Economics
Alexis Nicgorski Starkey's UBS Financial Services Experience August 2005 - Present
Job
Industry Financial Services
Experience
UBS Financial Services August 2005 - Present
Skills
Financial Analysis, Finance, Investments, PowerPoint, Microsoft Excel, Microsoft Office, Relationship Management, Wealth Management, Nonprofits, Retirement Planning, Bloomberg
Education
Chestnut Hill College 1998 — 2002
Bachelor of Arts (BA), Communications and Technology
UBS Financial Services August 2005 - Present
Skills
Financial Analysis, Finance, Investments, PowerPoint, Microsoft Excel, Microsoft Office, Relationship Management, Wealth Management, Nonprofits, Retirement Planning, Bloomberg
Education
Chestnut Hill College 1998 — 2002
Bachelor of Arts (BA), Communications and Technology
Elaine Weinstein's UBS Financial Services Experience August 1996 - May 2014
Job
Industry
Experience
UBS Financial Services August 1996 - May 2014
Morgan Stanley August 1973 - June 1995
Education
Cedar Crest College
Bachelor's degree, Sociology
UBS Financial Services August 1996 - May 2014
Morgan Stanley August 1973 - June 1995
Education
Cedar Crest College
Bachelor's degree, Sociology
Desiree Bryant's UBS Financial Services Experience November 2008 - Present
Job Senior Executive Administrative Assistant at UBS Financial Services
Industry Banking
Experience
UBS Financial Services November 2008 - Present
Merrill Lynch October 1997 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, HTML, Budgets
Education
City University of New York-John Jay College of Criminal Justice
UBS Financial Services November 2008 - Present
Merrill Lynch October 1997 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, HTML, Budgets
Education
City University of New York-John Jay College of Criminal Justice
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS