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
Shannon Low Shannon Low's UBS Financial Services Experience July 2013 - August 2013
Job Technology Consultant at Protiviti
Industry Information Technology and Services
Experience
Protiviti August 2015 - Present
Disney ABC Television Group January 2015 - May 2015
Loyola Marymount University January 2012 - May 2015
Protiviti June 2014 - August 2014
Loyola Marymount University November 2013 - May 2014
UBS Financial Services July 2013 - August 2013
Girl Scouts of Northern California 2005 - 2011
Skills
Microsoft Excel, VBA, Microsoft Access, Visio, PowerPoint, Adobe Dreamweaver, HTML, CSS, JavaScript, PHP, WordPress, Adobe Photoshop, Adobe InDesign, Social Media, Facebook, Microsoft Word, Mega Stat, Minitab, Stata, SAS, Mac OS X, Skype, Tableau, Service-now.com, Java
Education
Loyola Marymount University, College of Business Administration 2011 — 2015
Bachelor of Science (B.S.), Applied Information Management Systems (AIMS), 3.56
Monte Vista High School 2007 — 2011
Protiviti August 2015 - Present
Disney ABC Television Group January 2015 - May 2015
Loyola Marymount University January 2012 - May 2015
Protiviti June 2014 - August 2014
Loyola Marymount University November 2013 - May 2014
UBS Financial Services July 2013 - August 2013
Girl Scouts of Northern California 2005 - 2011
Skills
Microsoft Excel, VBA, Microsoft Access, Visio, PowerPoint, Adobe Dreamweaver, HTML, CSS, JavaScript, PHP, WordPress, Adobe Photoshop, Adobe InDesign, Social Media, Facebook, Microsoft Word, Mega Stat, Minitab, Stata, SAS, Mac OS X, Skype, Tableau, Service-now.com, Java
Education
Loyola Marymount University, College of Business Administration 2011 — 2015
Bachelor of Science (B.S.), Applied Information Management Systems (AIMS), 3.56
Monte Vista High School 2007 — 2011
Anthony Brinda Anthony Brinda's UBS Financial Services Experience June 2008 - February 2010
Job Founder and President at UnderDog Wealth Management, LLC
Industry Financial Services
Experience
UnderDog Wealth Management, LLC February 2010 - Present
The College of St. Scholastica April 2010 - Present
Rasmussen College September 2006 - April 2011
UBS Financial Services June 2008 - February 2010
White Oaks Wealth Advisors August 2006 - 2008
Skills
Personal Financial..., Investments, Wealth Management, Retirement Planning, Leadership, Asset Managment, Finance, Retirement, Financial Goals, Asset Management, Asset Allocation, Strategic Financial..., Investment Advisory, Customer Service, Personal Finance, Entrepreneurship, Mutual Funds, Portfolio Management, Investment Management, Financial Planners, Financial Advisory, Investment Strategies
Education
Marquette University 2003 — 2004
Master of Business Administration (M.B.A.)
The College of St. Scholastica 1999 — 2002
BA, Economics and Accounting
Maple Grove High School 1996 — 1999
UnderDog Wealth Management, LLC February 2010 - Present
The College of St. Scholastica April 2010 - Present
Rasmussen College September 2006 - April 2011
UBS Financial Services June 2008 - February 2010
White Oaks Wealth Advisors August 2006 - 2008
Skills
Personal Financial..., Investments, Wealth Management, Retirement Planning, Leadership, Asset Managment, Finance, Retirement, Financial Goals, Asset Management, Asset Allocation, Strategic Financial..., Investment Advisory, Customer Service, Personal Finance, Entrepreneurship, Mutual Funds, Portfolio Management, Investment Management, Financial Planners, Financial Advisory, Investment Strategies
Education
Marquette University 2003 — 2004
Master of Business Administration (M.B.A.)
The College of St. Scholastica 1999 — 2002
BA, Economics and Accounting
Maple Grove High School 1996 — 1999
Katerina Simonetti, CFP Katerina Simonetti, CFP's UBS Financial Services Experience January 2009 - Present
Job First Vice President UBS Private Wealth Management
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
UBS 2009 - Present
Morgan Stanley January 1999 - January 2009
Skills
Series 7, Series 66, Wealth Management, Investment Advisory, Retirement Planning, Financial Planning, Investment Strategies, Private Banking, Estate Planning, Insurance, Risk Management, Long Term Care, Trust Services, Alternative Investments, Cash Management
Education
CFP Board of Standards 2005 — 2006
CFP
Kutztown University of Pennsylvania 1994 — 1997
BSBA, Economics and International Business
UBS Financial Services January 2009 - Present
UBS 2009 - Present
Morgan Stanley January 1999 - January 2009
Skills
Series 7, Series 66, Wealth Management, Investment Advisory, Retirement Planning, Financial Planning, Investment Strategies, Private Banking, Estate Planning, Insurance, Risk Management, Long Term Care, Trust Services, Alternative Investments, Cash Management
Education
CFP Board of Standards 2005 — 2006
CFP
Kutztown University of Pennsylvania 1994 — 1997
BSBA, Economics and International Business
Terry James, SRS Terry James, SRS's UBS Financial Services Experience September 2001 - August 2003
Job President & Realtor at James Real Estate Group
Industry Real Estate
Experience
James Real Estate Group August 2008 - Present
TEC August 2008 - December 2011
Axia Financial 2000 - December 2010
Axia Financial LLC December 2008 - July 2009
CARE Real Estate Advisors - Axia Financial January 2008 - December 2008
CARE Lending LLC August 2003 - December 2007
UBS Financial Services September 2001 - August 2003
Morgan Stanley May 1999 - September 2001
Skills
Real Estate, Real Estate Investment, Real Estate Development, Foreclosures, Residential, Investment Properties, REO, Distressed Property, Loans, First Time Home Buyers, Sellers, Investors, Real Estate Transactions, Short Sales, Investments, Mortgage Lending, Residential Homes, Leases, Finance, Property, Single Family Homes
Education
Lewis and Clark College
Political Science
Pacific University
Political Science
James Real Estate Group August 2008 - Present
TEC August 2008 - December 2011
Axia Financial 2000 - December 2010
Axia Financial LLC December 2008 - July 2009
CARE Real Estate Advisors - Axia Financial January 2008 - December 2008
CARE Lending LLC August 2003 - December 2007
UBS Financial Services September 2001 - August 2003
Morgan Stanley May 1999 - September 2001
Skills
Real Estate, Real Estate Investment, Real Estate Development, Foreclosures, Residential, Investment Properties, REO, Distressed Property, Loans, First Time Home Buyers, Sellers, Investors, Real Estate Transactions, Short Sales, Investments, Mortgage Lending, Residential Homes, Leases, Finance, Property, Single Family Homes
Education
Lewis and Clark College
Political Science
Pacific University
Political Science
Jon Urruzuno Jon Urruzuno's UBS Financial Services Experience August 2013 - Present
Job Financial Advisor at UBS
Industry Banking
Experience
UBS Financial Services August 2013 - Present
Education
Hult International Business School 2002 — 2003
Master of Business Administration (MBA), MBA
Universidad Católica Andrés Bello 1993 — 1998
Economics
UBS Financial Services August 2013 - Present
Education
Hult International Business School 2002 — 2003
Master of Business Administration (MBA), MBA
Universidad Católica Andrés Bello 1993 — 1998
Economics
Vivia Forbes Vivia Forbes's UBS Financial Services Experience 2007 - 2009
Job Project & Platform Manager
Industry Investment Banking
Experience
Deutsche Bank 2011 - 2011
UBS Financial Services 2007 - 2009
UBS Financial Services 2004 - 2007
UBS Financial Services 2002 - 2004
UBS Financial Services 2000 - 2002
Skills
Equities, Risk Management, Capital Markets, Fixed Income, Project Management, Business Analysis, Derivatives, Trading Systems, Securities, Bloomberg, Portfolio Management
Education
Long Island University, Brooklyn Campus 2008 — 2010
M.B.A., Finance
Deutsche Bank 2011 - 2011
UBS Financial Services 2007 - 2009
UBS Financial Services 2004 - 2007
UBS Financial Services 2002 - 2004
UBS Financial Services 2000 - 2002
Skills
Equities, Risk Management, Capital Markets, Fixed Income, Project Management, Business Analysis, Derivatives, Trading Systems, Securities, Bloomberg, Portfolio Management
Education
Long Island University, Brooklyn Campus 2008 — 2010
M.B.A., Finance
Ross Schoenfeld Ross Schoenfeld's UBS Financial Services Experience June 2010 - August 2010
Job Associate at Avant
Industry Financial Services
Experience
Monroe Capital July 2014 - February 2015
Monroe Capital June 2012 - July 2014
Monroe Capital June 2011 - August 2011
UBS Financial Services June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Portfolio Management, Asset Managment, Corporate Finance, Leveraged Finance, Credit Analysis, Finance, Asset Management
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance
CEA Global Campus Seville 2011 — 2011
Humanities and Spanish Language
Monroe Capital July 2014 - February 2015
Monroe Capital June 2012 - July 2014
Monroe Capital June 2011 - August 2011
UBS Financial Services June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Portfolio Management, Asset Managment, Corporate Finance, Leveraged Finance, Credit Analysis, Finance, Asset Management
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance
CEA Global Campus Seville 2011 — 2011
Humanities and Spanish Language
Kristi Rice Kristi Rice's UBS Financial Services Experience May 2014 - August 2014
Job Product Consultant at Morningstar
Industry Financial Services
Experience
Morningstar July 2015 - Present
UBS Financial Services May 2014 - August 2014
Northern Suburban Special Recreation Association May 2011 - August 2013
Education
University of Notre Dame 2011 — 2015
Bachelor's Degree, Economics & Gender Studies
John Cabot University
Deerfield High School 2007 — 2011
Morningstar July 2015 - Present
UBS Financial Services May 2014 - August 2014
Northern Suburban Special Recreation Association May 2011 - August 2013
Education
University of Notre Dame 2011 — 2015
Bachelor's Degree, Economics & Gender Studies
John Cabot University
Deerfield High School 2007 — 2011
Jamie Dittrich Jamie Dittrich's UBS Financial Services Experience June 1993 - Present
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 1993 - Present
Lehman Brothers November 1982 - May 1984
Education
Lehigh University 1975 — 1979
BS, Accounting
UBS Financial Services June 1993 - Present
Lehman Brothers November 1982 - May 1984
Education
Lehigh University 1975 — 1979
BS, Accounting
Brett Green's UBS Financial Services Experience January 2004 - March 2006
Job Sales Manager at Moleskine
Industry Wholesale
Experience
Moleskine January 2015 - Present
Moose Mountain Marketing/Kids Only/Jakks Pacific March 2014 - December 2014
Moleskine November 2012 - March 2014
Empire Realty Group LLC September 2011 - March 2014
Athalon Sportgear January 2011 - October 2012
Sports LTD September 2009 - November 2010
Murray Construction Co., Inc April 2006 - August 2009
UBS Financial Services January 2004 - March 2006
Skills
Negotiation, Sales, Marketing, Sales Management, Relationship Management, Building Relationships, Direct Sales, Indirect Channel Sales, Individual Counselling, Social Media, Microsoft Office, Trade Shows, Sales Operations, Advertising, Retail, E-commerce, B2B, Business Development, Strategy
Education
Lafayette College 1998 — 2003
BA, Psychology, Religion and Sociology
Licensed New Jersey Real Estate
Moleskine January 2015 - Present
Moose Mountain Marketing/Kids Only/Jakks Pacific March 2014 - December 2014
Moleskine November 2012 - March 2014
Empire Realty Group LLC September 2011 - March 2014
Athalon Sportgear January 2011 - October 2012
Sports LTD September 2009 - November 2010
Murray Construction Co., Inc April 2006 - August 2009
UBS Financial Services January 2004 - March 2006
Skills
Negotiation, Sales, Marketing, Sales Management, Relationship Management, Building Relationships, Direct Sales, Indirect Channel Sales, Individual Counselling, Social Media, Microsoft Office, Trade Shows, Sales Operations, Advertising, Retail, E-commerce, B2B, Business Development, Strategy
Education
Lafayette College 1998 — 2003
BA, Psychology, Religion and Sociology
Licensed New Jersey Real Estate
Kristen Perlman's UBS Financial Services Experience April 2005 - December 2006
Job Executive Director, Marketing Director, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan August 2012 - Present
J.P. Morgan Securities April 2009 - August 2012
Citi Smith Barney January 2007 - April 2009
UBS Financial Services April 2005 - December 2006
Prudential 1993 - 1997
Skills
Marketing Strategy, Hedge Funds, Private Equity, Marketing, Series 7, Marketing Communications, Internal Communications, Asset Management, Marketing Management
Education
Lehigh University 1989 — 1992
BA, Economics/International Careers
Bridgewater Raritan HS East 1984 — 1988
J.P. Morgan August 2012 - Present
J.P. Morgan Securities April 2009 - August 2012
Citi Smith Barney January 2007 - April 2009
UBS Financial Services April 2005 - December 2006
Prudential 1993 - 1997
Skills
Marketing Strategy, Hedge Funds, Private Equity, Marketing, Series 7, Marketing Communications, Internal Communications, Asset Management, Marketing Management
Education
Lehigh University 1989 — 1992
BA, Economics/International Careers
Bridgewater Raritan HS East 1984 — 1988
Greg Staab's UBS Financial Services Experience August 2007 - Present
Job Senior Practice Management Consultant at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services August 2007 - Present
Key Private Bank April 2000 - July 2007
Key PrivateBank April 2000 - October 2003
Bank One of Indiana February 1997 - April 2000
First Chicago NBD February 1994 - February 1997
Indiana National Bank March 1986 - February 1994
Skills
Business Planning, Financial Advisory, Sales Management, Strategic Consulting, CRM, Financial Services, Content Management, Product Management, Contact Management, Training, Wealth, Marketing Strategy, Program Management, Management
Education
Indiana University Bloomington 1978 — 1982
Bachelor's degree, Marketing/Advertising
UBS Financial Services August 2007 - Present
Key Private Bank April 2000 - July 2007
Key PrivateBank April 2000 - October 2003
Bank One of Indiana February 1997 - April 2000
First Chicago NBD February 1994 - February 1997
Indiana National Bank March 1986 - February 1994
Skills
Business Planning, Financial Advisory, Sales Management, Strategic Consulting, CRM, Financial Services, Content Management, Product Management, Contact Management, Training, Wealth, Marketing Strategy, Program Management, Management
Education
Indiana University Bloomington 1978 — 1982
Bachelor's degree, Marketing/Advertising
Andy Pai's UBS Financial Services Experience May 2009 - August 2009
Job Entrepreneur
Industry Internet
Experience
finbox.io July 2014 - Present
Lapwing Labs May 2014 - Present
Duff & Phelps August 2013 - May 2014
Duff & Phelps July 2011 - August 2013
Galaxy Surfactants January 2010 - February 2010
UBS Financial Services May 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Finance, Mergers & Acquisitions, Business Valuation, Fairness Opinions, Financial Analysis, Valuation, Capital IQ, Financial Risk, Private Equity, DCF Valuation, LBO, Solvency, Due Diligence, DCF, Corporate Finance, Entrepreneurship, Web Development, Node.js, JavaScript
Education
Indiana University - Kelley School of Business 2007 — 2011
BS in Business, Finance, Business Economics, and Public Policy
University of Sydney 2010 — 2010
Study Abroad, Finance
Brookfield East High School 2003 — 2007
finbox.io July 2014 - Present
Lapwing Labs May 2014 - Present
Duff & Phelps August 2013 - May 2014
Duff & Phelps July 2011 - August 2013
Galaxy Surfactants January 2010 - February 2010
UBS Financial Services May 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Finance, Mergers & Acquisitions, Business Valuation, Fairness Opinions, Financial Analysis, Valuation, Capital IQ, Financial Risk, Private Equity, DCF Valuation, LBO, Solvency, Due Diligence, DCF, Corporate Finance, Entrepreneurship, Web Development, Node.js, JavaScript
Education
Indiana University - Kelley School of Business 2007 — 2011
BS in Business, Finance, Business Economics, and Public Policy
University of Sydney 2010 — 2010
Study Abroad, Finance
Brookfield East High School 2003 — 2007
Christine Chung's UBS Financial Services Experience August 2008 - April 2009
Job PhD Candidate at Indiana University Kelley School of Business
Industry Financial Services
Experience
Indiana University Kelley School of Business August 2014 - Present
Villanova University August 2012 - May 2014
Independence Wealth Strategies, an office of MetLife November 2011 - June 2012
UBS Financial Services August 2008 - April 2009
UBS Financial Services July 2006 - July 2008
Skills
Data Analysis, Financial Analysis, Financial Modeling, Research, Statistics, Analysis, PowerPoint, Microsoft Excel, Economics, Access, Microsoft Office, Market Research, Business Analysis, Strategy, Valuation, Risk Management
Education
Indiana University - Kelley School of Business 2014 — 2019
Doctor of Philosophy (PhD), Accounting
Villanova University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Westminster Theological Seminary 2009 — 2011
M.A. in Counseling
Villanova University 2003 — 2006
B.S. in Business Administration, Management Information Systems
Harriton High School 1999 — 2002
Indiana University Kelley School of Business August 2014 - Present
Villanova University August 2012 - May 2014
Independence Wealth Strategies, an office of MetLife November 2011 - June 2012
UBS Financial Services August 2008 - April 2009
UBS Financial Services July 2006 - July 2008
Skills
Data Analysis, Financial Analysis, Financial Modeling, Research, Statistics, Analysis, PowerPoint, Microsoft Excel, Economics, Access, Microsoft Office, Market Research, Business Analysis, Strategy, Valuation, Risk Management
Education
Indiana University - Kelley School of Business 2014 — 2019
Doctor of Philosophy (PhD), Accounting
Villanova University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Westminster Theological Seminary 2009 — 2011
M.A. in Counseling
Villanova University 2003 — 2006
B.S. in Business Administration, Management Information Systems
Harriton High School 1999 — 2002
Justin Buck Justin Buck's UBS Financial Services Experience June 2008 - July 2008
Job Cost Accountant
Industry Accounting
Experience
Boston Beer Company June 2015 - Present
Boston Beer Company February 2012 - May 2015
Boston Beer Company September 2011 - February 2012
DuPont May 2011 - June 2011
Getinge USA, Inc March 2011 - May 2011
CGI Communications June 2010 - December 2010
Noreen Reale Falcone Library January 2009 - May 2010
Canandaigua National Bank May 2009 - August 2009
Bristol Harbour Golf Course May 2005 - July 2009
UBS Financial Services June 2008 - July 2008
Skills
Advertising, Customer Service, Marketing, Social Media, Marketing Communications, Analysis, Inventory Management, Sales Management, Retail, Team Building, Finance, Account Management, New Business Development, Customer Satisfaction, PowerPoint, Budgets, Market Research, Event Planning, Negotiation, Data Entry, Event Management, Sales Operations, Sales, Cold Calling, Forecasting, Team Leadership, Data Analysis, Management, Social Media Marketing, Marketing Strategy, Merchandising, Teamwork, Microsoft Office, Leadership, Strategic Planning, Public Speaking, Social Networking, Time Management, Outlook, Microsoft Excel, Human Resources, Facebook, Training, Public Relations, Fundraising, Direct Sales, Microsoft Word, Online Advertising, Research, Beer
Education
Le Moyne College 2006 — 2010
Finance, Finance; Marketing
Canandaigua Academy 2002 — 2006
Advanced Regents Diploma
Boston Beer Company June 2015 - Present
Boston Beer Company February 2012 - May 2015
Boston Beer Company September 2011 - February 2012
DuPont May 2011 - June 2011
Getinge USA, Inc March 2011 - May 2011
CGI Communications June 2010 - December 2010
Noreen Reale Falcone Library January 2009 - May 2010
Canandaigua National Bank May 2009 - August 2009
Bristol Harbour Golf Course May 2005 - July 2009
UBS Financial Services June 2008 - July 2008
Skills
Advertising, Customer Service, Marketing, Social Media, Marketing Communications, Analysis, Inventory Management, Sales Management, Retail, Team Building, Finance, Account Management, New Business Development, Customer Satisfaction, PowerPoint, Budgets, Market Research, Event Planning, Negotiation, Data Entry, Event Management, Sales Operations, Sales, Cold Calling, Forecasting, Team Leadership, Data Analysis, Management, Social Media Marketing, Marketing Strategy, Merchandising, Teamwork, Microsoft Office, Leadership, Strategic Planning, Public Speaking, Social Networking, Time Management, Outlook, Microsoft Excel, Human Resources, Facebook, Training, Public Relations, Fundraising, Direct Sales, Microsoft Word, Online Advertising, Research, Beer
Education
Le Moyne College 2006 — 2010
Finance, Finance; Marketing
Canandaigua Academy 2002 — 2006
Advanced Regents Diploma
Jordan Cutler, CPA Jordan Cutler, CPA's UBS Financial Services Experience June 2010 - August 2010
Job State and Local Tax Senior Associate
Industry Accounting
Experience
Grant Thornton LLP November 2012 - Present
UBS Global Asset Management June 2011 - August 2011
UBS FINANCIAL SERVICES June 2010 - August 2010
VECTOR MARKETING CORPORATION June 2009 - August 2009
Skills
Mutual Funds, Asset Allocation, Accounting, Financial Analysis, Internal Controls, Microsoft Excel, Auditing, US GAAP, Financial Reporting, Financial Modeling, Due Diligence, PowerPoint, Financial Accounting, Finance, Tax
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2012
Master of Accounting
Lake Forest College 2009 — 2011
B.A. in Finance
Grant Thornton LLP November 2012 - Present
UBS Global Asset Management June 2011 - August 2011
UBS FINANCIAL SERVICES June 2010 - August 2010
VECTOR MARKETING CORPORATION June 2009 - August 2009
Skills
Mutual Funds, Asset Allocation, Accounting, Financial Analysis, Internal Controls, Microsoft Excel, Auditing, US GAAP, Financial Reporting, Financial Modeling, Due Diligence, PowerPoint, Financial Accounting, Finance, Tax
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2012
Master of Accounting
Lake Forest College 2009 — 2011
B.A. in Finance
Pamela Elcan's UBS Financial Services Experience September 2005 - December 2009
Job Vice President at Elcan Wealth Consulting A Division of ClearPoint Capital
Industry Financial Services
Experience
Elcan Wealth Consulting- A Division of ClearPoint Capital August 2014 - Present
Wells Fargo Advisors, LLC December 2009 - August 2014
UBS Financial Services September 2005 - December 2009
Merrill Lynch August 2003 - September 2005
Skills
Series 7, Retirement Planning, Investment Strategies, Mutual Funds, Series 63, FINRA
Education
Lipscomb University 1998 — 2001
Bachelor of Science, Biology/Chemistry
Elcan Wealth Consulting- A Division of ClearPoint Capital August 2014 - Present
Wells Fargo Advisors, LLC December 2009 - August 2014
UBS Financial Services September 2005 - December 2009
Merrill Lynch August 2003 - September 2005
Skills
Series 7, Retirement Planning, Investment Strategies, Mutual Funds, Series 63, FINRA
Education
Lipscomb University 1998 — 2001
Bachelor of Science, Biology/Chemistry
Jason Usow JD/MBA Jason Usow JD/MBA's UBS Financial Services Experience March 2004 - June 2006
Job JD With 15 Years of Real Estate/Business/Finance Experience
Industry Legal Services
Experience
Law Offices of Galen Gentry May 2010 - Present
The Rosdev Company January 2007 - June 2009
UBS Financial Services March 2004 - June 2006
Back Bay Funding, LLC January 2000 - January 2004
Skills
Litigation, Real Estate, Restructuring, Valuation, Due Diligence, Equities, Commercial Litigation, Leases, Financial Analysis, Real Estate Finance, Investments, Risk Management, Real Estate Economics, Private Equity, Mergers & Acquisitions, Leadership, Finance, Negotiation, Portfolio Management, Investment Properties, Commercial Real Estate, Legal Writing, Strategy, Management Consulting, Analysis, Management, Strategic Planning, Contract Negotiation
Education
University of California, Los Angeles - The Anderson School of Management 2000 — 2002
MBA, Finance
Marquette University Law School
JD, Law
University of Wisconsin-Madison
BA, Philosophy
Law Offices of Galen Gentry May 2010 - Present
The Rosdev Company January 2007 - June 2009
UBS Financial Services March 2004 - June 2006
Back Bay Funding, LLC January 2000 - January 2004
Skills
Litigation, Real Estate, Restructuring, Valuation, Due Diligence, Equities, Commercial Litigation, Leases, Financial Analysis, Real Estate Finance, Investments, Risk Management, Real Estate Economics, Private Equity, Mergers & Acquisitions, Leadership, Finance, Negotiation, Portfolio Management, Investment Properties, Commercial Real Estate, Legal Writing, Strategy, Management Consulting, Analysis, Management, Strategic Planning, Contract Negotiation
Education
University of California, Los Angeles - The Anderson School of Management 2000 — 2002
MBA, Finance
Marquette University Law School
JD, Law
University of Wisconsin-Madison
BA, Philosophy
Michael A. Miskel Michael A. Miskel's UBS Financial Services Experience February 1985 - September 2012
Job Vice President Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2012 - Present
UBS Financial Services February 1985 - September 2012
Skills
Investments, Investment Strategies, Retirement Planning, ETFs, Asset Allocation, Retirement Income..., Strategic Planning, Mutual Funds, Stocks and Bonds, Alternative Investments, Business Planning, Forecasting, College Education..., Fixed and Variable..., Unit Investment Trusts, Exchange Traded Funds..., Separately Managed..., Tax Free Municipal Bonds
Education
Loyola Marymount University 1979 — 1981
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Saint Bonaventure High School 1973 — 1977
Wells Fargo Advisors September 2012 - Present
UBS Financial Services February 1985 - September 2012
Skills
Investments, Investment Strategies, Retirement Planning, ETFs, Asset Allocation, Retirement Income..., Strategic Planning, Mutual Funds, Stocks and Bonds, Alternative Investments, Business Planning, Forecasting, College Education..., Fixed and Variable..., Unit Investment Trusts, Exchange Traded Funds..., Separately Managed..., Tax Free Municipal Bonds
Education
Loyola Marymount University 1979 — 1981
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Saint Bonaventure High School 1973 — 1977
Tamlyn Wilbourne Tamlyn Wilbourne's UBS Financial Services Experience April 1999 - April 2008
Job Financial Services Professional Series 7 and Series 66 Registered
Industry Financial Services
Experience
UBS May 2013 - August 2015
Bank of America August 2011 - December 2012
Ultimate Software April 2008 - September 2010
UBS Financial Services April 1999 - April 2008
Dreyfus May 1998 - April 1999
Education
Kent State University
BA, Sociology
UBS May 2013 - August 2015
Bank of America August 2011 - December 2012
Ultimate Software April 2008 - September 2010
UBS Financial Services April 1999 - April 2008
Dreyfus May 1998 - April 1999
Education
Kent State University
BA, Sociology
Yahisel Mesa Yahisel Mesa's UBS Financial Services Experience January 2005 - January 2012
Job Banking Professional
Industry Financial Services
Experience
Williams Lea May 2013 - May 2015
UBS Financial Services January 2005 - January 2012
Jersey City One Stop Career Center April 2004 - January 2005
Old Navy November 2003 - February 2004
Skills
Finance, Wealth Management, Microsoft Word, Microsoft Excel, Customer Service, Data Entry, Teamwork, PowerPoint, Microsoft Office, Databases, Banking, Outlook, Access, QuickBooks, Telephone Skills, Administrative..., Training, Administration, Office Administration, Critical Thinking, Team Leadership, Data Analysis, Customer Satisfaction, System Administration
Education
Hudson County Community College 2010 — 2016
Bachelor of Business Administration (BBA)
Bergen Community College 2009 — 2014
Associate of Science (A.S.), Medical Radiologic Technology/Science - Radiation Therapist
Williams Lea May 2013 - May 2015
UBS Financial Services January 2005 - January 2012
Jersey City One Stop Career Center April 2004 - January 2005
Old Navy November 2003 - February 2004
Skills
Finance, Wealth Management, Microsoft Word, Microsoft Excel, Customer Service, Data Entry, Teamwork, PowerPoint, Microsoft Office, Databases, Banking, Outlook, Access, QuickBooks, Telephone Skills, Administrative..., Training, Administration, Office Administration, Critical Thinking, Team Leadership, Data Analysis, Customer Satisfaction, System Administration
Education
Hudson County Community College 2010 — 2016
Bachelor of Business Administration (BBA)
Bergen Community College 2009 — 2014
Associate of Science (A.S.), Medical Radiologic Technology/Science - Radiation Therapist
Robert Schoenfeld's UBS Financial Services Experience 2001 - 2003
Job CEO & CIO at RAS Capital
Industry Financial Services
Experience
RAS Capital 2013 - Present
UBS Financial Services 2001 - 2003
Morgan Stanley 1986 - 2001
Skills
Equities, Alternative Investments, Hedge Funds, Portfolio Management, Asset Allocation, Asset Management, Financial Services, Investment Management, Finance, Risk Management, Financial Modeling, Financial Analysis, Mutual Funds, Investments, Wealth Management, Securities, Microsoft Office, Financial Risk, Financial Advisory, Fixed Income, Banking, Investment Advisory, Capital Markets, Investment Strategies, Series 7, Private Equity, Financial Markets, Options, Bonds, Trading
Education
University of North Florida 1979 — 1981
M.B.A., Finance
Jacksonville University 1976 — 1979
B.S., marketing and management
RAS Capital 2013 - Present
UBS Financial Services 2001 - 2003
Morgan Stanley 1986 - 2001
Skills
Equities, Alternative Investments, Hedge Funds, Portfolio Management, Asset Allocation, Asset Management, Financial Services, Investment Management, Finance, Risk Management, Financial Modeling, Financial Analysis, Mutual Funds, Investments, Wealth Management, Securities, Microsoft Office, Financial Risk, Financial Advisory, Fixed Income, Banking, Investment Advisory, Capital Markets, Investment Strategies, Series 7, Private Equity, Financial Markets, Options, Bonds, Trading
Education
University of North Florida 1979 — 1981
M.B.A., Finance
Jacksonville University 1976 — 1979
B.S., marketing and management
Scott Muckleroy Scott Muckleroy's UBS Financial Services Experience May 2010 - June 2011
Job Associate at Barclays
Industry Financial Services
Experience
Barclays July 2013 - Present
Rice University August 2011 - May 2013
Barclays Capital June 2012 - August 2012
UBS Financial Services May 2010 - June 2011
UBS Financial Services 2006 - 2010
Skills
Finance, Leadership, Financial Modeling, Economics, Financial Analysis, Valuation, Data Analysis, SPSS, Wealth Management, Corporate Finance, Management, Investment Banking, Mergers & Acquisitions, Investments, Due Diligence
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
The University of Texas at Austin 2002 — 2006
BA, Economics
Barclays July 2013 - Present
Rice University August 2011 - May 2013
Barclays Capital June 2012 - August 2012
UBS Financial Services May 2010 - June 2011
UBS Financial Services 2006 - 2010
Skills
Finance, Leadership, Financial Modeling, Economics, Financial Analysis, Valuation, Data Analysis, SPSS, Wealth Management, Corporate Finance, Management, Investment Banking, Mergers & Acquisitions, Investments, Due Diligence
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
The University of Texas at Austin 2002 — 2006
BA, Economics
ROBERT A. RUSSO ROBERT A. RUSSO's UBS Financial Services Experience December 2005 - October 2006
Job Financial Services Professional
Industry Financial Services
Experience
CHARLES SCHWAB & CO INC. June 2007 - July 2012
Charles Schwab & Co Inc. June 2007 - July 2012
Charles Schwab & Co Inc. June 2007 - January 2009
UBS FINANCIAL SERVICES December 2005 - October 2006
Deutsche Bank Securities July 2004 - May 2005
STRATEGIC WORKFORCE SOLUTIONS 2004 - 2005
cross / snelling personnel inc January 2000 - January 2002
national investors co. inc January 1998 - January 2000
Jefferies & co. inc January 1997 - January 1998
Republice NY Securities January 1994 - January 1996
Skills
MICROSOFT EXCEL, DTCC, MICROSOFT WORD, MICROSOFT OFFICE, ADP SYSTEM, Settlement, Mutual Funds, Microsoft Excel, Fixed Income, Securities
Education
SUNY Empire State College 1988 — 1991
BS, BUSINESS
Kingsborough Community College 1980 — 1982
ASSOCIATES DEGREE, Accounting
Empire State College
Bachelor of Science, Business Studies
Kingsborough Community College
Associate Applied Science, Accounting
Lafayette HS in Brooklyn
CHARLES SCHWAB & CO INC. June 2007 - July 2012
Charles Schwab & Co Inc. June 2007 - July 2012
Charles Schwab & Co Inc. June 2007 - January 2009
UBS FINANCIAL SERVICES December 2005 - October 2006
Deutsche Bank Securities July 2004 - May 2005
STRATEGIC WORKFORCE SOLUTIONS 2004 - 2005
cross / snelling personnel inc January 2000 - January 2002
national investors co. inc January 1998 - January 2000
Jefferies & co. inc January 1997 - January 1998
Republice NY Securities January 1994 - January 1996
Skills
MICROSOFT EXCEL, DTCC, MICROSOFT WORD, MICROSOFT OFFICE, ADP SYSTEM, Settlement, Mutual Funds, Microsoft Excel, Fixed Income, Securities
Education
SUNY Empire State College 1988 — 1991
BS, BUSINESS
Kingsborough Community College 1980 — 1982
ASSOCIATES DEGREE, Accounting
Empire State College
Bachelor of Science, Business Studies
Kingsborough Community College
Associate Applied Science, Accounting
Lafayette HS in Brooklyn
Scott Crepeau's UBS Financial Services Experience April 2011 - May 2012
Job General Manager at NEWCO RECYCLING
Industry Mining & Metals
Experience
Newco Metals March 2014 - Present
Newco Metals May 2012 - Present
Northern Illinois Hydropower June 2007 - Present
UBS Financial Services April 2011 - May 2012
Jimmy John's May 2007 - January 2011
Gelber Group LLC November 2003 - December 2009
Archelon Group July 2002 - November 2003
Archelon Group June 2001 - July 2002
Skills
Options, Trading, Series 7, Equities, Derivatives, Financial Analysis, Fixed Income, Financial Markets, Investments, Capital Markets, Valuation, Strategic Financial..., Commodity, Bloomberg, Asset Allocation, Bonds, Finance, Corporate Finance, Asset Management
Education
Indiana University - Kelley School of Business 2010 — 2013
Master of Business Administration (MBA)
Indiana University Bloomington 1997 — 2001
Bachelor's degree, Public Finance
Newco Metals March 2014 - Present
Newco Metals May 2012 - Present
Northern Illinois Hydropower June 2007 - Present
UBS Financial Services April 2011 - May 2012
Jimmy John's May 2007 - January 2011
Gelber Group LLC November 2003 - December 2009
Archelon Group July 2002 - November 2003
Archelon Group June 2001 - July 2002
Skills
Options, Trading, Series 7, Equities, Derivatives, Financial Analysis, Fixed Income, Financial Markets, Investments, Capital Markets, Valuation, Strategic Financial..., Commodity, Bloomberg, Asset Allocation, Bonds, Finance, Corporate Finance, Asset Management
Education
Indiana University - Kelley School of Business 2010 — 2013
Master of Business Administration (MBA)
Indiana University Bloomington 1997 — 2001
Bachelor's degree, Public Finance
Laura Labriola Laura Labriola's UBS Financial Services Experience July 2006 - May 2007
Job Senior Manager of ECommerce
Industry Information Technology and Services
Experience
Westcon March 2015 - Present
Coach February 2014 - March 2015
Coach August 2011 - February 2014
Lifetouch May 2009 - June 2013
Coach June 2009 - August 2011
Condé Nast Publications May 2007 - April 2009
UBS Financial Services July 2006 - May 2007
ADP September 2002 - July 2006
Skills
SQL, SDLC, JavaScript, XML, Java, Java Enterprise Edition, Databases, Spring, Websphere, IBM Websphere Commerce, Requirements Analysis, CSS, Project Management, Hibernate, JSP, Agile Methodologies, SEO, E-commerce, Oracle, Perl, UML, Endeca, Software Development, Release Management, HTML, Web Applications, Business Analysis, DB2, Struts, Servlets, Demandware, Spring Framework
Education
New Jersey Institute of Technology 2003 — 2005
M.S, Computer Science
William & Mary 1998 — 2002
B.S, Computer Science
Macquarie University 2000 — 2000
Westcon March 2015 - Present
Coach February 2014 - March 2015
Coach August 2011 - February 2014
Lifetouch May 2009 - June 2013
Coach June 2009 - August 2011
Condé Nast Publications May 2007 - April 2009
UBS Financial Services July 2006 - May 2007
ADP September 2002 - July 2006
Skills
SQL, SDLC, JavaScript, XML, Java, Java Enterprise Edition, Databases, Spring, Websphere, IBM Websphere Commerce, Requirements Analysis, CSS, Project Management, Hibernate, JSP, Agile Methodologies, SEO, E-commerce, Oracle, Perl, UML, Endeca, Software Development, Release Management, HTML, Web Applications, Business Analysis, DB2, Struts, Servlets, Demandware, Spring Framework
Education
New Jersey Institute of Technology 2003 — 2005
M.S, Computer Science
William & Mary 1998 — 2002
B.S, Computer Science
Macquarie University 2000 — 2000
David Gasper's UBS Financial Services Experience January 2009 - Present
Job Vice President Wealth Management with UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Van Kampen Investments February 2003 - January 2009
Education
Indiana University - Kelley School of Business 1998 — 2002
Marketing
Detroit Country Day
UBS Financial Services January 2009 - Present
Van Kampen Investments February 2003 - January 2009
Education
Indiana University - Kelley School of Business 1998 — 2002
Marketing
Detroit Country Day
Constance (Connie) Etter Constance (Connie) Etter's UBS Financial Services Experience January 2006 - April 2009
Job Vice President at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities July 2013 - Present
David A. Noyes & Co. April 2009 - July 2013
UBS Financial Services January 2006 - April 2009
Treasury Strategies September 2001 - May 2005
Bearing Point 1998 - 2001
FIrst National Bank of Chicago 1983 - 1990
Skills
Wealth Management, Comprehensive financial..., Risk mitigation, Capital preservation, Retirement income..., Investments, Financial Goals
Education
Loyola University of Chicago
MBA, Financial Management
University of Notre Dame
BBA, Finance
St Mary's College
Business
Wunderlich Securities July 2013 - Present
David A. Noyes & Co. April 2009 - July 2013
UBS Financial Services January 2006 - April 2009
Treasury Strategies September 2001 - May 2005
Bearing Point 1998 - 2001
FIrst National Bank of Chicago 1983 - 1990
Skills
Wealth Management, Comprehensive financial..., Risk mitigation, Capital preservation, Retirement income..., Investments, Financial Goals
Education
Loyola University of Chicago
MBA, Financial Management
University of Notre Dame
BBA, Finance
St Mary's College
Business
Danielle Nestor Danielle Nestor's UBS Financial Services Experience September 2012 - April 2013
Job First Vice President, Complex Business Development Manager, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
UBS Financial Services September 2012 - April 2013
UBS Financial Services, Inc. November 1998 - April 2013
Huntington YMCA 2001 - 2010
Education
LIU Post 1995 — 1998
Master's Degree, Accounting
LIU Post 1989 — 1993
Bachelor Degree, Management
Morgan Stanley Wealth Management April 2013 - Present
UBS Financial Services September 2012 - April 2013
UBS Financial Services, Inc. November 1998 - April 2013
Huntington YMCA 2001 - 2010
Education
LIU Post 1995 — 1998
Master's Degree, Accounting
LIU Post 1989 — 1993
Bachelor Degree, Management
Daniel Da Ponte, AIF®'s UBS Financial Services Experience December 2001 - May 2005
Job President & Chief Compliance Officer at Axis Advisors, LLC
Industry Financial Services
Experience
Axis Advisors LLC March 2013 - Present
Axis Risk Management, LLC March 2013 - Present
Rhode Island Senate January 1999 - Present
Axis Financial Group Inc. May 2005 - March 2013
UBS Financial Services December 2001 - May 2005
Skills
Fluent in Portuguese
Education
Kansas State University 2008 — 2014
Master's Degree, Personal Financial Planning
Kansas State University 2008 — 2010
Graduate Certificate, Personal Financial Planning
University of Rhode Island - College of Business Administration 1996 — 2000
Bachelor of Science, Business Administration
La Salle Academy 1992 — 1996
High School
Axis Advisors LLC March 2013 - Present
Axis Risk Management, LLC March 2013 - Present
Rhode Island Senate January 1999 - Present
Axis Financial Group Inc. May 2005 - March 2013
UBS Financial Services December 2001 - May 2005
Skills
Fluent in Portuguese
Education
Kansas State University 2008 — 2014
Master's Degree, Personal Financial Planning
Kansas State University 2008 — 2010
Graduate Certificate, Personal Financial Planning
University of Rhode Island - College of Business Administration 1996 — 2000
Bachelor of Science, Business Administration
La Salle Academy 1992 — 1996
High School
Gregory Capece Gregory Capece's UBS Financial Services Experience June 2009 - August 2009
Job Senior at EY Advisory Services
Industry Information Technology and Services
Experience
EY October 2013 - Present
Ernst & Young September 2011 - September 2013
Plug Away, Inc. May 2008 - September 2011
Ernst & Young June 2010 - August 2010
Mallinckrodt Baker January 2010 - May 2010
UBS Financial Services June 2009 - August 2009
Skills
Data Analysis, Microsoft Excel, SharePoint, Financial Modeling, Entrepreneurship, PMO, Accounting, SQL, Spotfire, AMPL, GAMS, Arena Simulation..., Budgets
Education
Lehigh University 2006 — 2011
B.S., Industrial Engineering
Lehigh University 2006 — 2010
B.S., Integrated Business and Engineering
EY October 2013 - Present
Ernst & Young September 2011 - September 2013
Plug Away, Inc. May 2008 - September 2011
Ernst & Young June 2010 - August 2010
Mallinckrodt Baker January 2010 - May 2010
UBS Financial Services June 2009 - August 2009
Skills
Data Analysis, Microsoft Excel, SharePoint, Financial Modeling, Entrepreneurship, PMO, Accounting, SQL, Spotfire, AMPL, GAMS, Arena Simulation..., Budgets
Education
Lehigh University 2006 — 2011
B.S., Industrial Engineering
Lehigh University 2006 — 2010
B.S., Integrated Business and Engineering
Rocky Francis, J.D., CTFA Rocky Francis, J.D., CTFA's UBS Financial Services Experience February 2012 - March 2013
Job Vice President Financial Related Services
Industry Financial Services
Experience
The Ayco Company, L.P. March 2013 - Present
UBS Financial Services February 2012 - March 2013
Wells Fargo Private Bank February 2011 - February 2012
The Ayco Company, L.P. September 2002 - February 2011
Education
Howard University School of Law 1999 — 2002
Juris Doctorate, Law
University of South Florida 1993 — 1998
B.A., Biology; B.A., Communications
The Ayco Company, L.P. March 2013 - Present
UBS Financial Services February 2012 - March 2013
Wells Fargo Private Bank February 2011 - February 2012
The Ayco Company, L.P. September 2002 - February 2011
Education
Howard University School of Law 1999 — 2002
Juris Doctorate, Law
University of South Florida 1993 — 1998
B.A., Biology; B.A., Communications
Jennifer Beaudoin's UBS Financial Services Experience September 1998 - March 2006
Job Litigation Paralegal
Industry Law Practice
Experience
Law Office of James D. Schull August 2012 - October 2013
Santander Consumer USA Inc. March 2012 - April 2012
Anthony Green Attorney-at-Law May 2011 - January 2012
Baron and Budd, P.C January 2011 - April 2011
Robert Half Legal, Inc July 2010 - November 2010
Saint Legal December 2009 - January 2010
Merrill Lynch Inc September 2007 - February 2009
Smith Barney/Citigroup Global Market s May 2006 - July 2007
UBS Financial Services September 1998 - March 2006
Skills
Litigation, Civil Litigation, Pleadings, Legal Research, Family Law, Research, Notary Public, Personal Injury, Legal Assistance, Westlaw, Outlook, Document Review, Legal Writing, Legal Documents, Microsoft Excel, Estate Planning, Securities, Insurance, Trials, Adoption Law, Appellate Practice, Criminal Law, Medical Malpractice, Motions, Written Correspondence, Manage Client..., Public Speaking, Lexis, Divorce Law
Education
Southern Methodist University 2012 — 2012
Paralegal Certificate, Law
Kaplan University 2009 — 2010
Bachelor of Science, Paralegal Studies
Texas Christian University (TCU) 1992 — 1994
Associates Degree, Radio/TV/Film, Journalism/Advertising; Communication; Radio/TV/Film
LD Bell H.S. 1988 — 1991
Law Office of James D. Schull August 2012 - October 2013
Santander Consumer USA Inc. March 2012 - April 2012
Anthony Green Attorney-at-Law May 2011 - January 2012
Baron and Budd, P.C January 2011 - April 2011
Robert Half Legal, Inc July 2010 - November 2010
Saint Legal December 2009 - January 2010
Merrill Lynch Inc September 2007 - February 2009
Smith Barney/Citigroup Global Market s May 2006 - July 2007
UBS Financial Services September 1998 - March 2006
Skills
Litigation, Civil Litigation, Pleadings, Legal Research, Family Law, Research, Notary Public, Personal Injury, Legal Assistance, Westlaw, Outlook, Document Review, Legal Writing, Legal Documents, Microsoft Excel, Estate Planning, Securities, Insurance, Trials, Adoption Law, Appellate Practice, Criminal Law, Medical Malpractice, Motions, Written Correspondence, Manage Client..., Public Speaking, Lexis, Divorce Law
Education
Southern Methodist University 2012 — 2012
Paralegal Certificate, Law
Kaplan University 2009 — 2010
Bachelor of Science, Paralegal Studies
Texas Christian University (TCU) 1992 — 1994
Associates Degree, Radio/TV/Film, Journalism/Advertising; Communication; Radio/TV/Film
LD Bell H.S. 1988 — 1991
Bruce Lanser Bruce Lanser's UBS Financial Services Experience August 2013 - Present
Job Senior Retirement Plan Consultant Institutional Consultant at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services August 2013 - Present
Morgan Stanley September 1992 - August 2013
Education
Marquette University 1976 — 1980
UBS Financial Services August 2013 - Present
Morgan Stanley September 1992 - August 2013
Education
Marquette University 1976 — 1980
Nanette Blish's UBS Financial Services Experience April 1990 - April 2012
Job What is important to you is where our conversation would begin.
Industry Financial Services
Experience
Investors Capital March 2012 - Present
UBS Financial Services April 1990 - April 2012
The Unicorn 2010 - 2011
Shearson Lehman Brothers January 1987 - April 1990
Skills
Creating, Prioritizing..., Preservation of Capital, Financial Guidance..., Diviorce Financial..., Budgeting, Filling the Income..., Providing for Special..., Asset Managment, Portfolio Management, Strategic Financial..., College Planning, Estate Planning, Retirement Planning, Variable Annuities, Health Insurance, Life Insurance, Money Management, Financial Analysis, Investments, Financial Advisory, Retirement, Securities, Financial Services, Finance
Education
Lasell College 1975 — 1977
Early Childhood Education
Ursuline School 1971 — 1974
Investors Capital March 2012 - Present
UBS Financial Services April 1990 - April 2012
The Unicorn 2010 - 2011
Shearson Lehman Brothers January 1987 - April 1990
Skills
Creating, Prioritizing..., Preservation of Capital, Financial Guidance..., Diviorce Financial..., Budgeting, Filling the Income..., Providing for Special..., Asset Managment, Portfolio Management, Strategic Financial..., College Planning, Estate Planning, Retirement Planning, Variable Annuities, Health Insurance, Life Insurance, Money Management, Financial Analysis, Investments, Financial Advisory, Retirement, Securities, Financial Services, Finance
Education
Lasell College 1975 — 1977
Early Childhood Education
Ursuline School 1971 — 1974
Daniel Bergano's UBS Financial Services Experience June 2012 - August 2012
Job Operations Officer at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2013 - Present
UBS Financial Services June 2012 - August 2012
UBS Financial Services June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Management, Investments, PowerPoint, Risk Management, Analysis
Education
Marist College 2009 — 2013
BS, Business Administration - Finance
Middletown High School South 2005 — 2009
Deutsche Bank September 2013 - Present
UBS Financial Services June 2012 - August 2012
UBS Financial Services June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Management, Investments, PowerPoint, Risk Management, Analysis
Education
Marist College 2009 — 2013
BS, Business Administration - Finance
Middletown High School South 2005 — 2009
Bijan Marjan Bijan Marjan's UBS Financial Services Experience August 2007 - November 2009
Job
Industry Financial Services
Experience
J.P. Morgan August 2011 - Present
HSBC Private Bank November 2009 - July 2011
UBS Financial Services August 2007 - November 2009
UBS Wealth Management August 2007 - November 2009
Pershing LLC (Bank of New York Mellon) June 1999 - August 2007
Computer Associates International June 1997 - June 1999
QuestOne Decision Sciences Corporation June 1992 - June 1997
Skills
Spring, Java Enterprise Edition, WebSphere Application..., Enterprise Software, TIBCO iProcess, CRM, WebSphere Portal, Enterprise Architecture, SOA, Requirements Analysis, Solution Architecture, Vendor Management, SDLC, Software Project..., Business Process..., Business Process, Business Analysis, Websphere, Foreign Languages, Spring Framework, Management, SOA Governance, EAI, Business Process Design, Java, Architecture, IT Strategy, Banking, Middleware, Governance, Agile Methodologies, Architectures, Web Services, Oracle, LAMP, LAMP administration, Red Hat Linux, Apache, WordPress, Git
Education
Lehigh University 1986 — 2002
Iranzamin International School
Notre Dame International School
Other
J.P. Morgan August 2011 - Present
HSBC Private Bank November 2009 - July 2011
UBS Financial Services August 2007 - November 2009
UBS Wealth Management August 2007 - November 2009
Pershing LLC (Bank of New York Mellon) June 1999 - August 2007
Computer Associates International June 1997 - June 1999
QuestOne Decision Sciences Corporation June 1992 - June 1997
Skills
Spring, Java Enterprise Edition, WebSphere Application..., Enterprise Software, TIBCO iProcess, CRM, WebSphere Portal, Enterprise Architecture, SOA, Requirements Analysis, Solution Architecture, Vendor Management, SDLC, Software Project..., Business Process..., Business Process, Business Analysis, Websphere, Foreign Languages, Spring Framework, Management, SOA Governance, EAI, Business Process Design, Java, Architecture, IT Strategy, Banking, Middleware, Governance, Agile Methodologies, Architectures, Web Services, Oracle, LAMP, LAMP administration, Red Hat Linux, Apache, WordPress, Git
Education
Lehigh University 1986 — 2002
Iranzamin International School
Notre Dame International School
Other
Timothy Yagasits Timothy Yagasits's UBS Financial Services Experience August 1998 - Present
Job Investment Associate UBS Financial Services CFP, CRPC
Industry Financial Services
Experience
UBS Financial Services August 1998 - Present
Skills
Investments, Financial Analysis, Strategic Financial..., Wealth Management, Series 7, Asset Management, Portfolio Management, Retirement Planning, Financial Modeling, Fixed Income, Mutual Funds, Accounting, Due Diligence, Equities, Financial Reporting, Hedge Funds, Retirement, Risk Management, Valuation
Education
Iona College 1993 — 1997
BBA, Accounting
UBS Financial Services August 1998 - Present
Skills
Investments, Financial Analysis, Strategic Financial..., Wealth Management, Series 7, Asset Management, Portfolio Management, Retirement Planning, Financial Modeling, Fixed Income, Mutual Funds, Accounting, Due Diligence, Equities, Financial Reporting, Hedge Funds, Retirement, Risk Management, Valuation
Education
Iona College 1993 — 1997
BBA, Accounting
Robert D'Amato Robert D'Amato's UBS Financial Services Experience March 2012 - Present
Job CFP, Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services March 2012 - Present
Merrill Lynch February 1995 - March 2012
AT&T June 1990 - January 1995
Education
St. John's University 1992 — 1996
Master of Business Administration (M.B.A.), Management
Lehigh University 1986 — 1990
Bachelor of Science (B.S.), Finance
UBS Financial Services March 2012 - Present
Merrill Lynch February 1995 - March 2012
AT&T June 1990 - January 1995
Education
St. John's University 1992 — 1996
Master of Business Administration (M.B.A.), Management
Lehigh University 1986 — 1990
Bachelor of Science (B.S.), Finance
Bryan P. Fischer Bryan P. Fischer's UBS Financial Services Experience 2007 - 2009
Job Brand Development, Social Media Enterprise Software, Kinetic Social
Industry Internet
Experience
Kinetic Social March 2014 - Present
Aisle411 Inc. October 2008 - Present
AT&T AdWorks 2013 - 2014
Star Tribune 2012 - 2013
FetchBack Inc. (acquired by eBay) 2011 - 2012
Aisle411 Inc. 2010 - 2011
LinkedIn 2009 - 2010
UBS Financial Services 2007 - 2009
Emerging Solutions 2007 - 2008
Careerbuilder.com 2006 - 2007
Skills
SaaS, Strategy, Online Advertising, Salesforce.com, Business Development, Digital Media, Email Marketing, Strategic Planning, Sales Management, Negotiation, Integrated Marketing, New Business Development, Consulting, Cloud Computing, Mobile Devices, Enterprise Software, PPC, Leadership, Start-ups, Marketing, SEO, Direct Sales, Series 7, Fluent in Spanish, Risk Management, Sales, Selling, Strategic Partnerships, Computer Hardware, B2B, Financial Markets, Strategic Sales, Financial Planning, Software, Series 66, Brazilian Portuguese, C-Level Sales, C-Level Consulting, Start-up Ventures, Venture Capital, C-Level Presentations, Strategic Thinking, Consultative Sales..., Mobile Advertising, New Ventures, Social Media Marketing, Social Media, Social Media Measurement
Education
Iowa State University 1993 — 1998
B.S.
Iowa State University 1993 — 1998
B.A.
Universidad de Valladolid 1998 — 1998
Spanish coursework
The Experiment In International Living/World Learning Inc.'s --Summer Abroad Program 1992 1992 — 1992
Minneapolis Southwest High School 1989 — 1993
International Baccalaureate Honors Program (IB Honors)
Annunciation School
Kinetic Social March 2014 - Present
Aisle411 Inc. October 2008 - Present
AT&T AdWorks 2013 - 2014
Star Tribune 2012 - 2013
FetchBack Inc. (acquired by eBay) 2011 - 2012
Aisle411 Inc. 2010 - 2011
LinkedIn 2009 - 2010
UBS Financial Services 2007 - 2009
Emerging Solutions 2007 - 2008
Careerbuilder.com 2006 - 2007
Skills
SaaS, Strategy, Online Advertising, Salesforce.com, Business Development, Digital Media, Email Marketing, Strategic Planning, Sales Management, Negotiation, Integrated Marketing, New Business Development, Consulting, Cloud Computing, Mobile Devices, Enterprise Software, PPC, Leadership, Start-ups, Marketing, SEO, Direct Sales, Series 7, Fluent in Spanish, Risk Management, Sales, Selling, Strategic Partnerships, Computer Hardware, B2B, Financial Markets, Strategic Sales, Financial Planning, Software, Series 66, Brazilian Portuguese, C-Level Sales, C-Level Consulting, Start-up Ventures, Venture Capital, C-Level Presentations, Strategic Thinking, Consultative Sales..., Mobile Advertising, New Ventures, Social Media Marketing, Social Media, Social Media Measurement
Education
Iowa State University 1993 — 1998
B.S.
Iowa State University 1993 — 1998
B.A.
Universidad de Valladolid 1998 — 1998
Spanish coursework
The Experiment In International Living/World Learning Inc.'s --Summer Abroad Program 1992 1992 — 1992
Minneapolis Southwest High School 1989 — 1993
International Baccalaureate Honors Program (IB Honors)
Annunciation School
Michael Gardes Michael Gardes's UBS Financial Services Experience November 2005 - September 2010
Job Business Analyst / Application Support
Industry Financial Services
Experience
J.P. Morgan September 2010 - December 2011
UBS Financial Services November 2005 - September 2010
FLEET Securities / Automated Data Processing, Inc February 2001 - October 2005
Hold Brothers December 1996 - January 2001
Skills
PL/SQL, Requirements Analysis, Middle Office, Project Management, Trading, Program Management, Unix, C, Databases, Fixed Income, Java, Sybase, Visio, User Acceptance Testing, Bloomberg, Equities, Quality Assurance, HTML, Business Analysis, Derivatives, SDLC, SQL, Software Project..., Unix Shell Scripting, Trading Systems, Requirements Gathering
Education
Long Island University
Finance
CHUBB Institute
Programmer
J.P. Morgan September 2010 - December 2011
UBS Financial Services November 2005 - September 2010
FLEET Securities / Automated Data Processing, Inc February 2001 - October 2005
Hold Brothers December 1996 - January 2001
Skills
PL/SQL, Requirements Analysis, Middle Office, Project Management, Trading, Program Management, Unix, C, Databases, Fixed Income, Java, Sybase, Visio, User Acceptance Testing, Bloomberg, Equities, Quality Assurance, HTML, Business Analysis, Derivatives, SDLC, SQL, Software Project..., Unix Shell Scripting, Trading Systems, Requirements Gathering
Education
Long Island University
Finance
CHUBB Institute
Programmer
Rahul Kalsi Rahul Kalsi's UBS Financial Services Experience August 2007 - August 2014
Job Lobbyist at John J. Millner & Associates, Inc.
Industry Government Relations
Experience
John J. Millner & Associates, Inc. September 2014 - Present
Kalsi Event Group, LLC October 2014 - Present
UBS Financial Services August 2007 - August 2014
Eschelon Telecom 2006 - 2006
Vanguard Car Rental February 2003 - December 2004
Renaissance Learning 2000 - 2002
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2007
MBA, Marketing & General Management
Lawrence University 1996 — 2000
BA, History
Hinsdale Central 1992 — 1996
John J. Millner & Associates, Inc. September 2014 - Present
Kalsi Event Group, LLC October 2014 - Present
UBS Financial Services August 2007 - August 2014
Eschelon Telecom 2006 - 2006
Vanguard Car Rental February 2003 - December 2004
Renaissance Learning 2000 - 2002
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2007
MBA, Marketing & General Management
Lawrence University 1996 — 2000
BA, History
Hinsdale Central 1992 — 1996
Joe Farrelly Joe Farrelly's UBS Financial Services Experience October 2001 - Present
Job FIRST VICE PRESIDENT INVESTMENTS at UBS FINANCIAL SERVICES
Industry Financial Services
Experience
UBS FINANCIAL SERVICES October 2001 - Present
Merrill Lynch May 1985 - October 2001
Merrill Lynch May 1985 - October 2001
Education
CCNY 1970 — 1973
MA, HISTORY
Iona College 1967 — 1971
BA, HISTORY
UBS FINANCIAL SERVICES October 2001 - Present
Merrill Lynch May 1985 - October 2001
Merrill Lynch May 1985 - October 2001
Education
CCNY 1970 — 1973
MA, HISTORY
Iona College 1967 — 1971
BA, HISTORY
Jennifer Espinoza's UBS Financial Services Experience March 2005 - September 2010
Job Senior Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
UBS November 2012 - November 2014
UBS September 2010 - January 2013
UBS Financial Services March 2005 - September 2010
UBS March 2006 - December 2006
UBS March 2004 - March 2005
First National Bank - Chicago Heights January 1999 - March 2004
Education
Illinois State University 2001 — 2003
Bachelor of Science
Texas A&M University-Corpus Christi 2000 — 2001
Biological Sciences
Wells Fargo Advisors November 2014 - Present
UBS November 2012 - November 2014
UBS September 2010 - January 2013
UBS Financial Services March 2005 - September 2010
UBS March 2006 - December 2006
UBS March 2004 - March 2005
First National Bank - Chicago Heights January 1999 - March 2004
Education
Illinois State University 2001 — 2003
Bachelor of Science
Texas A&M University-Corpus Christi 2000 — 2001
Biological Sciences
Gregg Whitehead Gregg Whitehead's UBS Financial Services Experience May 2007 - August 2007
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Charles Schwab April 2013 - April 2014
Morgan Stanley Smith Barney April 2012 - April 2013
CBIZ May 2011 - April 2012
Brown & Brown Insurance November 2008 - April 2011
Sack's Ironia Service Center March 2003 - June 2008
UBS Financial Services May 2007 - August 2007
The Firm March 2007 - May 2007
Fanscape January 2007 - March 2007
New Jersey 101.5 May 2006 - August 2006
Education
Ithaca College 2004 — 2008
B.S., Integrated Marketing Communications
Mendham High School 2000 — 2004
Highschool Diploma
Black River Middle School 1997 — 2000
STC Series 7
Charles Schwab April 2014 - Present
Charles Schwab April 2013 - April 2014
Morgan Stanley Smith Barney April 2012 - April 2013
CBIZ May 2011 - April 2012
Brown & Brown Insurance November 2008 - April 2011
Sack's Ironia Service Center March 2003 - June 2008
UBS Financial Services May 2007 - August 2007
The Firm March 2007 - May 2007
Fanscape January 2007 - March 2007
New Jersey 101.5 May 2006 - August 2006
Education
Ithaca College 2004 — 2008
B.S., Integrated Marketing Communications
Mendham High School 2000 — 2004
Highschool Diploma
Black River Middle School 1997 — 2000
STC Series 7
Patricia Whitney Patricia Whitney's UBS Financial Services Experience February 2009 - Present
Job First Vice President Investments UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2009 - Present
Smith Barney August 1988 - February 2009
Prescott Ball & Turben October 1987 - August 1988
Dean Witter Reynolds April 1986 - October 1987
W.H. Brady Company June 1983 - April 1986
Skills
Wealth Management
Education
Marquette University 1979 — 1983
Bachelor of Science, Mangement Information Systems
Marian High School
UBS Financial Services February 2009 - Present
Smith Barney August 1988 - February 2009
Prescott Ball & Turben October 1987 - August 1988
Dean Witter Reynolds April 1986 - October 1987
W.H. Brady Company June 1983 - April 1986
Skills
Wealth Management
Education
Marquette University 1979 — 1983
Bachelor of Science, Mangement Information Systems
Marian High School
June Hans June Hans's UBS Financial Services Experience April 2005 - March 2010
Job Health Coach with Take Shape for Life
Industry Health, Wellness and Fitness
Experience
Take Shape for Life January 2010 - Present
UBS April 2005 - March 2010
UBS Financial Services April 2005 - March 2010
Seat of the Soul December 2001 - October 2003
Genesis: The Foundation for the Universal Human 2001 - 2003
PaineWebber April 1994 - March 2001
UBS PaineWebber 1994 - 2001
Correspondent Services Corp [csc] April 1994 - September 1997
The Seidler Companies June 1978 - April 1994
Skills
Program Management, Healthcare, Marketing, Coaching, Healing, Public Speaking, Change Management, Staff Development, Process Improvement, Series 7, Risk Management, Project Management, Securities
Education
Loyola Marymount University, College of Business Administration 1981 — 1984
B.S., Business Administration - Concentration in International Finance
State University of New York at Albany 1980 — 1981
Geology
Coaches Training Institute
Schiller International University - Heidleberg, West Germany
Semester Abroad Program - 1984
Securities Industry Institute - University of Pennsylvania, The Wharton School
Certificate, Securities Administration Track, Continuing Education Program, Three Year Program
Take Shape for Life January 2010 - Present
UBS April 2005 - March 2010
UBS Financial Services April 2005 - March 2010
Seat of the Soul December 2001 - October 2003
Genesis: The Foundation for the Universal Human 2001 - 2003
PaineWebber April 1994 - March 2001
UBS PaineWebber 1994 - 2001
Correspondent Services Corp [csc] April 1994 - September 1997
The Seidler Companies June 1978 - April 1994
Skills
Program Management, Healthcare, Marketing, Coaching, Healing, Public Speaking, Change Management, Staff Development, Process Improvement, Series 7, Risk Management, Project Management, Securities
Education
Loyola Marymount University, College of Business Administration 1981 — 1984
B.S., Business Administration - Concentration in International Finance
State University of New York at Albany 1980 — 1981
Geology
Coaches Training Institute
Schiller International University - Heidleberg, West Germany
Semester Abroad Program - 1984
Securities Industry Institute - University of Pennsylvania, The Wharton School
Certificate, Securities Administration Track, Continuing Education Program, Three Year Program
Jody Turek Jody Turek's UBS Financial Services Experience November 1996 - July 2009
Job Office Manager at St. Jude Medical
Industry Financial Services
Experience
St. Jude Medical May 2006 - Present
St. Jude Medical, USD 2006 - Present
UBS Financial Services November 1996 - July 2009
PaineWebber November 2000 - May 2005
Skills
Strategic Financial..., Customer Service, Strategic Planning, Cross-functional Team..., Team Building, Forecasting, Sales Management, Management, Financial Analysis, New Business Development, Contract Negotiation, Project Planning, Process Improvement, Sales Operations, Account Management, Business Development, Project Management, Budgets
Education
Western Michigan University 1993 — 1995
Business Finance, Finance
Kalamazoo Valley Community College 1989 — 1992
Associates Degree, Business
St. Jude Medical May 2006 - Present
St. Jude Medical, USD 2006 - Present
UBS Financial Services November 1996 - July 2009
PaineWebber November 2000 - May 2005
Skills
Strategic Financial..., Customer Service, Strategic Planning, Cross-functional Team..., Team Building, Forecasting, Sales Management, Management, Financial Analysis, New Business Development, Contract Negotiation, Project Planning, Process Improvement, Sales Operations, Account Management, Business Development, Project Management, Budgets
Education
Western Michigan University 1993 — 1995
Business Finance, Finance
Kalamazoo Valley Community College 1989 — 1992
Associates Degree, Business
Benjamin Miller, CFP, CRPC Benjamin Miller, CFP, CRPC's UBS Financial Services Experience January 2009 - Present
Job Experienced Wealth Management Executive
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Merrill Lynch May 1996 - January 2009
Skills
Finance, Series 7, Portfolio Management, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, Asset Allocation, Series 63, Securities, Asset Management, Financial Analysis
Education
Illinois Wesleyan University 1992 — 1996
BA, Political Science and Business Finance
UBS Financial Services January 2009 - Present
Merrill Lynch May 1996 - January 2009
Skills
Finance, Series 7, Portfolio Management, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, Asset Allocation, Series 63, Securities, Asset Management, Financial Analysis
Education
Illinois Wesleyan University 1992 — 1996
BA, Political Science and Business Finance
Victoria Shields Victoria Shields's UBS Financial Services Experience October 2014 - Present
Job Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services October 2014 - Present
Henderson Brothers, Inc. February 2013 - August 2014
Nordstrom May 2010 - December 2013
Markowitz Communications August 2011 - December 2011
Skills
Outlook, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Research, Public Speaking, Strategic Planning, Budgets, Social Media, Email Marketing, Events Coordination, Salesforce.com, MailChimp, Marketing, Sales, Social Networking, Social Media Marketing, Event Planning
Education
La Roche College 2010 — 2014
Bachelor of Science (B.S.), Marketing, Business, Management
UBS Financial Services October 2014 - Present
Henderson Brothers, Inc. February 2013 - August 2014
Nordstrom May 2010 - December 2013
Markowitz Communications August 2011 - December 2011
Skills
Outlook, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Research, Public Speaking, Strategic Planning, Budgets, Social Media, Email Marketing, Events Coordination, Salesforce.com, MailChimp, Marketing, Sales, Social Networking, Social Media Marketing, Event Planning
Education
La Roche College 2010 — 2014
Bachelor of Science (B.S.), Marketing, Business, Management
Kelly (Kelly Sullivan) Sullivan Almonte Kelly (Kelly Sullivan) Sullivan Almonte's UBS Financial Services Experience August 2007 - Present
Job Senior Registered Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services August 2007 - Present
Morgan Stanley April 2004 - August 2007
Education
Johnson and Wales University 2010 — 2012
Master of Business Administration (MBA), Organizational Leadership
Johnson and Wales University 2001 — 2005
Bachelor of Science (BS), Finance and Financial Management Services
UBS Financial Services August 2007 - Present
Morgan Stanley April 2004 - August 2007
Education
Johnson and Wales University 2010 — 2012
Master of Business Administration (MBA), Organizational Leadership
Johnson and Wales University 2001 — 2005
Bachelor of Science (BS), Finance and Financial Management Services
Brian Laughlin, CFP® Brian Laughlin, CFP®'s UBS Financial Services Experience October 2010 - Present
Job Senior Wealth Strategy Associate, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services October 2010 - Present
Education
Indiana University of Pennsylvania 1990 — 1994
Bachlors of Science, Finance
UBS Financial Services October 2010 - Present
Education
Indiana University of Pennsylvania 1990 — 1994
Bachlors of Science, Finance
Bethany Pent's UBS Financial Services Experience June 2011 - August 2011
Job Assistant Buyer at Kohl's Department Stores
Industry Retail
Experience
Kohl's Department Stores September 2015 - Present
Kohl's Department Stores June 2013 - Present
Innovations, USG Insurance Services, Inc. May 2012 - August 2012
UBS Financial Services June 2011 - August 2011
Skills
Microsoft Office, Retail Sales, Spanish, InDesign, Marketing Research, SPSS, Microsoft Excel, Time Management
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science in Business, Marketing/International Business
Universitat Pompeu Fabra 2012 — 2012
Study Abroad in Barcelona Spain, Marketing
Kohl's Department Stores September 2015 - Present
Kohl's Department Stores June 2013 - Present
Innovations, USG Insurance Services, Inc. May 2012 - August 2012
UBS Financial Services June 2011 - August 2011
Skills
Microsoft Office, Retail Sales, Spanish, InDesign, Marketing Research, SPSS, Microsoft Excel, Time Management
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science in Business, Marketing/International Business
Universitat Pompeu Fabra 2012 — 2012
Study Abroad in Barcelona Spain, Marketing
Albert St. Jacques Jr. Albert St. Jacques Jr.'s UBS Financial Services Experience 1998 - Present
Job Director at UBS Financial Services Inc. Wealth Management
Industry Financial Services
Experience
UBS Wealth Management December 1998 - Present
UBS 1998 - Present
UBS Financial Services 1998 - Present
Smith Barney April 1990 - 1998
Education
Manhattan College 1974 — 1978
BS, Economics; Marketing
UBS Wealth Management December 1998 - Present
UBS 1998 - Present
UBS Financial Services 1998 - Present
Smith Barney April 1990 - 1998
Education
Manhattan College 1974 — 1978
BS, Economics; Marketing
Thomas Muldowney Thomas Muldowney's UBS Financial Services Experience August 2004 - December 2008
Job Financial Advisor, Senior Vice PresidentInvestments At Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
UBS Financial Services August 2004 - December 2008
The Northern Trust Company 1987 - 2004
Skills
Investments, Investment Planning
Education
Loyola University Chicago 1981 — 1986
BS, Finance
Fenwick 1977 — 1981
Wells Fargo Advisors January 2009 - Present
UBS Financial Services August 2004 - December 2008
The Northern Trust Company 1987 - 2004
Skills
Investments, Investment Planning
Education
Loyola University Chicago 1981 — 1986
BS, Finance
Fenwick 1977 — 1981
Karen Meyers's UBS Financial Services Experience 2004 - 2006
Job Senior Manager, Customer Success at Kenna Security
Industry Computer Software
Experience
Kenna Security September 2015 - Present
AppDynamics January 2015 - September 2015
AppDynamics February 2014 - January 2015
AppDynamics March 2012 - February 2014
Sitcom January 2010 - December 2011
Accel Marketing January 2011 - June 2011
Alameda County September 2010 - November 2010
FrontRow January 2008 - April 2009
CampusWorks Inc September 2006 - September 2007
UBS Financial Services 2004 - 2006
Skills
Startup Development, SaaS, CRM, Professional Services, Cross-functional Team..., Self-Service Solutions, Lead Generation, Email Marketing, Content Marketing, Salesforce.com, Event Management, Social Media Marketing, Marketing Communications, Recruiting, Leadership, Application Performance..., Marketing, Start-up Environment, Operations Management, Sales Operations, Sales, SEO, Google Analytics, Content Development, Sales Management, Advertising, SurveyMonkey, Zendesk, Press Release..., Program Management, Training, Trade Shows, WordPress
Education
Satmetrix 2014 — 2014
Indiana University Bloomington 1998 — 2002
B.A.
University of California, Berkeley
Kenna Security September 2015 - Present
AppDynamics January 2015 - September 2015
AppDynamics February 2014 - January 2015
AppDynamics March 2012 - February 2014
Sitcom January 2010 - December 2011
Accel Marketing January 2011 - June 2011
Alameda County September 2010 - November 2010
FrontRow January 2008 - April 2009
CampusWorks Inc September 2006 - September 2007
UBS Financial Services 2004 - 2006
Skills
Startup Development, SaaS, CRM, Professional Services, Cross-functional Team..., Self-Service Solutions, Lead Generation, Email Marketing, Content Marketing, Salesforce.com, Event Management, Social Media Marketing, Marketing Communications, Recruiting, Leadership, Application Performance..., Marketing, Start-up Environment, Operations Management, Sales Operations, Sales, SEO, Google Analytics, Content Development, Sales Management, Advertising, SurveyMonkey, Zendesk, Press Release..., Program Management, Training, Trade Shows, WordPress
Education
Satmetrix 2014 — 2014
Indiana University Bloomington 1998 — 2002
B.A.
University of California, Berkeley
Sarim Tirmizi's UBS Financial Services Experience September 2008 - November 2009
Job Branch Office Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Edward Jones October 2012 - April 2014
Kyce Enterprises May 2012 - August 2012
TD Bank November 2009 - August 2010
UBS Financial Services September 2008 - November 2009
Citigroup September 2008 - October 2008
Sonic Automotive June 2008 - September 2008
Ameriprise Financial September 2007 - May 2008
British School Muscat August 2005 - June 2007
PSY - Tech (Under Young November 2005 - April 2006
Skills
Financial Analysis, Financial Planning, Communications Strategy, Microsoft Office, Attention To Detail, Asset Management, Credit Analysis, Portfolio Management, Budgeting, Finance, Banking, Management, Business Development, Mutual Funds, Accounting, Wealth Management, Analysis, Equities, Loans, Financial Risk, Marketing, Sales, Cash Flow, Customer Service, Financial Modeling, Risk Management, Investments, Corporate Finance, Account Management, Financial Reporting, Economics, Business Analysis, Small Business, Credit, Business Strategy, Relationship Management, Fixed Income, Cash Management, Data Analysis, Credit Risk, Financial Accounting, Business Planning, Asset Allocation, Budgets, Strategic Financial..., Leadership, Time Management, Strategic Planning, Strategy, CRM
Education
University of Houston-Victoria 2013 — 2015
Bachelor's, Finance and Financial Management Services
Houston Community College 2011 — 2011
Associates, Finance & Political Sciences
George Mason University - School of Business 2007 — 2011
Finance and Economics
The British School of Muscat 2005 — 2007
GCE Advanced Levels, Business and Economics
Karachi Grammar School 1992 — 2005
GCSE Ordinary Levels, Business and Information Technology
Edward Jones April 2014 - Present
Edward Jones October 2012 - April 2014
Kyce Enterprises May 2012 - August 2012
TD Bank November 2009 - August 2010
UBS Financial Services September 2008 - November 2009
Citigroup September 2008 - October 2008
Sonic Automotive June 2008 - September 2008
Ameriprise Financial September 2007 - May 2008
British School Muscat August 2005 - June 2007
PSY - Tech (Under Young November 2005 - April 2006
Skills
Financial Analysis, Financial Planning, Communications Strategy, Microsoft Office, Attention To Detail, Asset Management, Credit Analysis, Portfolio Management, Budgeting, Finance, Banking, Management, Business Development, Mutual Funds, Accounting, Wealth Management, Analysis, Equities, Loans, Financial Risk, Marketing, Sales, Cash Flow, Customer Service, Financial Modeling, Risk Management, Investments, Corporate Finance, Account Management, Financial Reporting, Economics, Business Analysis, Small Business, Credit, Business Strategy, Relationship Management, Fixed Income, Cash Management, Data Analysis, Credit Risk, Financial Accounting, Business Planning, Asset Allocation, Budgets, Strategic Financial..., Leadership, Time Management, Strategic Planning, Strategy, CRM
Education
University of Houston-Victoria 2013 — 2015
Bachelor's, Finance and Financial Management Services
Houston Community College 2011 — 2011
Associates, Finance & Political Sciences
George Mason University - School of Business 2007 — 2011
Finance and Economics
The British School of Muscat 2005 — 2007
GCE Advanced Levels, Business and Economics
Karachi Grammar School 1992 — 2005
GCSE Ordinary Levels, Business and Information Technology
Sherrie Mills's UBS Financial Services Experience January 2011 - July 2013
Job Financial Advisor with the NCM Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
UBS Financial Services January 2011 - July 2013
Capital Conference Center January 1995 - December 2010
Browning Investments August 1987 - January 1995
Skills
Mutual Funds, Team Building, Marketing Strategy, Strategic Financial..., Estate Planning, Retirement Planning, Asset Allocation, Investments, Sales Management, Strategic Planning, Wealth Management, Marketing, Small Business, Financial Analysis, Mergers & Acquisitions, Series 7, Life Insurance, Financial Planning
Education
Indiana University Bloomington
Communications, Marketing
Merrill Lynch August 2013 - Present
UBS Financial Services January 2011 - July 2013
Capital Conference Center January 1995 - December 2010
Browning Investments August 1987 - January 1995
Skills
Mutual Funds, Team Building, Marketing Strategy, Strategic Financial..., Estate Planning, Retirement Planning, Asset Allocation, Investments, Sales Management, Strategic Planning, Wealth Management, Marketing, Small Business, Financial Analysis, Mergers & Acquisitions, Series 7, Life Insurance, Financial Planning
Education
Indiana University Bloomington
Communications, Marketing
Brooke Savona, PMP, CSM's UBS Financial Services Experience August 2008 - November 2009
Job Lead Project Manager Web & Interfaces at Adecco Group
Industry Financial Services
Experience
Adecco Group May 2014 - Present
Adecco November 2012 - May 2014
Adecco December 2011 - November 2012
UBS November 2009 - December 2011
UBS Financial Services August 2008 - November 2009
Marist College November 2007 - May 2008
Skills
SharePoint, Project Management, Program Management, Infrastructure, Microsoft Office, Change Management, Management, ITIL, Data Analysis, Microsoft Excel, Integration, Data Center, Linux, Communications Planning, Service-Now, Workplace Technology, Information Technology, Leadership, SDLC, Business Analysis, Visio, Vendor Management, Requirements Analysis
Education
Marist College 2004 — 2008
BS, Information Systems, 3.8
Adecco Group May 2014 - Present
Adecco November 2012 - May 2014
Adecco December 2011 - November 2012
UBS November 2009 - December 2011
UBS Financial Services August 2008 - November 2009
Marist College November 2007 - May 2008
Skills
SharePoint, Project Management, Program Management, Infrastructure, Microsoft Office, Change Management, Management, ITIL, Data Analysis, Microsoft Excel, Integration, Data Center, Linux, Communications Planning, Service-Now, Workplace Technology, Information Technology, Leadership, SDLC, Business Analysis, Visio, Vendor Management, Requirements Analysis
Education
Marist College 2004 — 2008
BS, Information Systems, 3.8
James Dill's UBS Financial Services Experience October 2008 - Present
Job First Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services October 2008 - Present
Morgan Stanley May 2007 - October 2008
Summit Financial Resources May 2004 - April 2007
Education
Kean University 2001 — 2005
UBS Financial Services October 2008 - Present
Morgan Stanley May 2007 - October 2008
Summit Financial Resources May 2004 - April 2007
Education
Kean University 2001 — 2005
Ted de Groot Ted de Groot's UBS Financial Services Experience 2006 - 2009
Job Partner, Spurstone Executive Wealth Solutions, CoFounder, EquityPowerPlus.
Industry Financial Services
Experience
Spurstone Executive Wealth Solutions April 2009 - Present
EquityPowerPlus September 2009 - Present
UBS Financial Services 2006 - 2009
Advest, Inc. 1999 - 2006
Education
La Salle University 1990 — 1995
BS
Worcester Academy 1988 — 1993
St. Bernard High School
Spurstone Executive Wealth Solutions April 2009 - Present
EquityPowerPlus September 2009 - Present
UBS Financial Services 2006 - 2009
Advest, Inc. 1999 - 2006
Education
La Salle University 1990 — 1995
BS
Worcester Academy 1988 — 1993
St. Bernard High School
Gregory Millan's UBS Financial Services Experience March 2011 - June 2011
Job Student
Industry Music
Experience
UBS Financial Services March 2011 - June 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Legal Assistance, Legal Writing, Legal Research, Customer Service, Retail
Education
LaGuardia Community College 2009 — 2011
Associate of Science (A.S.), Legal Assistant/Paralegal
LaGuardia Community College
Associate Degree of Paralegal Studies
New York University
UBS Financial Services March 2011 - June 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Legal Assistance, Legal Writing, Legal Research, Customer Service, Retail
Education
LaGuardia Community College 2009 — 2011
Associate of Science (A.S.), Legal Assistant/Paralegal
LaGuardia Community College
Associate Degree of Paralegal Studies
New York University
Jayme Califano Jayme Califano's UBS Financial Services Experience May 2010 - Present
Job Assistant Complex Director at UBS Financial Services
Industry Financial Services
Kelly Gore's UBS Financial Services Experience February 2012 - May 2013
Job Compliance Supervisor at National Futures Association
Industry Financial Services
Experience
National Futures Association June 2013 - Present
UBS Financial Services February 2012 - May 2013
Survey Center Focus July 2011 - August 2012
Skills
Wealth Management, Analysis, Management, Market Research, Portfolio Management, Recruiting, Finance, Research, Mutual Funds, Financial Analysis, Investments, Equities, Financial Modeling, Fixed Income, Valuation, Retirement Planning, Corporate Finance, Microsoft Excel, Risk Management, Time Management, Economics, Bloomberg Terminal, Financial Advisory
Education
Loyola University of Chicago
Bachelor of Business Administration- Magna Cum Laude, Finance
National Futures Association June 2013 - Present
UBS Financial Services February 2012 - May 2013
Survey Center Focus July 2011 - August 2012
Skills
Wealth Management, Analysis, Management, Market Research, Portfolio Management, Recruiting, Finance, Research, Mutual Funds, Financial Analysis, Investments, Equities, Financial Modeling, Fixed Income, Valuation, Retirement Planning, Corporate Finance, Microsoft Excel, Risk Management, Time Management, Economics, Bloomberg Terminal, Financial Advisory
Education
Loyola University of Chicago
Bachelor of Business Administration- Magna Cum Laude, Finance
Christopher Selke Christopher Selke's UBS Financial Services Experience March 2003 - October 2009
Job Morgan Stanley
Industry Financial Services
Experience
MorganStanley SmithBarney LLC October 2009 - Present
UBS Financial Services March 2003 - October 2009
Morgan Stanley Dean Witter June 2002 - March 2003
Skills
Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Equities, Securities, Asset Allocation, Mutual Funds, Financial Advisory, Investment Advisory, Investments, Strategic Financial..., Series 63, Trading, Series 65, Investment Strategies, ETFs, Wealth Management..., Financial Analysis, Wealth, 401k Rollovers, Fixed Annuities, 401k, FINRA, Bonds, IRAs, Retirement, Hedge Funds, Fixed Income, Estate Planning, High Net Worth..., Portfolio Management, Asset Management, Variable Annuities, Financial Markets, Wealth Accumulation, Stocks, Life Insurance, Capital Markets, Financial Services, Mortgage Lending, Separately Managed..., Municipal Bonds, Bloomberg, 529 Plans, Options, Financial Planners, Investment Management, Saving for Education, Alternative Investments
Education
Johnson and Wales University 1999 — 2002
Bachelor of Science (BS), Financial Services Management
MorganStanley SmithBarney LLC October 2009 - Present
UBS Financial Services March 2003 - October 2009
Morgan Stanley Dean Witter June 2002 - March 2003
Skills
Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Equities, Securities, Asset Allocation, Mutual Funds, Financial Advisory, Investment Advisory, Investments, Strategic Financial..., Series 63, Trading, Series 65, Investment Strategies, ETFs, Wealth Management..., Financial Analysis, Wealth, 401k Rollovers, Fixed Annuities, 401k, FINRA, Bonds, IRAs, Retirement, Hedge Funds, Fixed Income, Estate Planning, High Net Worth..., Portfolio Management, Asset Management, Variable Annuities, Financial Markets, Wealth Accumulation, Stocks, Life Insurance, Capital Markets, Financial Services, Mortgage Lending, Separately Managed..., Municipal Bonds, Bloomberg, 529 Plans, Options, Financial Planners, Investment Management, Saving for Education, Alternative Investments
Education
Johnson and Wales University 1999 — 2002
Bachelor of Science (BS), Financial Services Management
Jill Rachlin, PHR Jill Rachlin, PHR's UBS Financial Services Experience February 2006 - February 2008
Job HR Compliance Manager at WebMD
Industry Internet
Experience
WebMD June 2009 - Present
Park Hudson International assigned to WebMD February 2008 - June 2009
UBS Financial Services February 2006 - February 2008
Adecco April 2004 - February 2006
Randstad September 2001 - April 2004
Skills
Onboarding, Talent Management, Talent Acquisition, Employee Relations, Applicant Tracking..., Temporary Placement, Temporary Staffing, Workforce Planning, Recruiting, Personnel Management, Strategic Planning, Vendor Management, Leadership, Employment Law, Human Resources, Organizational..., HRIS, Interviews, Sourcing, Training, Hiring, Management, Process Improvement, Screening, Policy, Job Descriptions, Employee Engagement, Coaching
Education
LIU Post
Bachelor's, Business Administration
WebMD June 2009 - Present
Park Hudson International assigned to WebMD February 2008 - June 2009
UBS Financial Services February 2006 - February 2008
Adecco April 2004 - February 2006
Randstad September 2001 - April 2004
Skills
Onboarding, Talent Management, Talent Acquisition, Employee Relations, Applicant Tracking..., Temporary Placement, Temporary Staffing, Workforce Planning, Recruiting, Personnel Management, Strategic Planning, Vendor Management, Leadership, Employment Law, Human Resources, Organizational..., HRIS, Interviews, Sourcing, Training, Hiring, Management, Process Improvement, Screening, Policy, Job Descriptions, Employee Engagement, Coaching
Education
LIU Post
Bachelor's, Business Administration
Cassandra Laymon Cassandra Laymon's UBS Financial Services Experience 2007 - December 2009
Job President at Beacon Wealth Consultants, Inc.
Industry Financial Services
Experience
Beacon Wealth Consultants, Inc. January 2014 - Present
Beacon Wealth Consultants, Inc. January 2012 - Present
Beacon Wealth Consultants, Inc. January 2012 - January 2014
RN Money Coach December 2009 - September 2012
WealthCare Solutions, LLC December 2009 - August 2012
UBS Financial Services 2007 - December 2009
Solaris Health System 1996 - 2006
Schuylkill Rehabilitation Center February 1995 - December 1996
Reading Rehab Hospital 1993 - 1995
Good Samaritan Health System 1992 - 1993
Skills
Strategic Financial..., Portfolio Management, Cash Flow Management, Financial Education, Social Security, Medicare, Investments, Insurance, Wealth Management, Investment Advisory, Women and Investing, Employee Benefits, Financial Analysis, Securities, Retirement Planning, Public Speaking, Adult Education, Business Strategy
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2007
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
EdM, Adult and Continuing Education
Ithaca College 1986 — 1990
Bachelor of Science (BS), Physical Therapy
Beacon Wealth Consultants, Inc. January 2014 - Present
Beacon Wealth Consultants, Inc. January 2012 - Present
Beacon Wealth Consultants, Inc. January 2012 - January 2014
RN Money Coach December 2009 - September 2012
WealthCare Solutions, LLC December 2009 - August 2012
UBS Financial Services 2007 - December 2009
Solaris Health System 1996 - 2006
Schuylkill Rehabilitation Center February 1995 - December 1996
Reading Rehab Hospital 1993 - 1995
Good Samaritan Health System 1992 - 1993
Skills
Strategic Financial..., Portfolio Management, Cash Flow Management, Financial Education, Social Security, Medicare, Investments, Insurance, Wealth Management, Investment Advisory, Women and Investing, Employee Benefits, Financial Analysis, Securities, Retirement Planning, Public Speaking, Adult Education, Business Strategy
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2007
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
EdM, Adult and Continuing Education
Ithaca College 1986 — 1990
Bachelor of Science (BS), Physical Therapy
Karla Marcello's UBS Financial Services Experience 2006 - 2011
Job Senior Client Service Associate
Industry Financial Services
Experience
UBS July 2012 - Present
UBS Financial Services 2006 - 2011
Friedman, Billings, Ramsey June 1999 - May 2006
Skills
Series 7, Series 63, Series 65, series 31
Education
Louisiana State University and Agricultural and Mechanical College 1992 — 1996
Bachelor of Science, Fiance
UBS July 2012 - Present
UBS Financial Services 2006 - 2011
Friedman, Billings, Ramsey June 1999 - May 2006
Skills
Series 7, Series 63, Series 65, series 31
Education
Louisiana State University and Agricultural and Mechanical College 1992 — 1996
Bachelor of Science, Fiance
Erica Scodro Erica Scodro's UBS Financial Services Experience December 2012 - January 2013
Job Associate Supply Business Operations Specialist at Exelon
Industry Higher Education
Experience
Exelon June 2015 - Present
LCP360 September 2014 - May 2015
Online Business January 2007 - May 2015
CITGO Petroleum May 2014 - August 2014
Marquette University August 2009 - August 2013
Marquette University August 2009 - August 2013
Saint Christopher’s Episcopal Church May 2012 - July 2013
UBS Financial Services December 2012 - January 2013
Big Brothers Big Sisters October 2011 - January 2013
Second City Theater July 2009 - August 2009
Skills
Time Management, Organization, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Creative Writing, Mac, Facebook, Teaching, Research, Matlab, Editing, Social Networking, Statistics, Management, Blogging, Public Relations, Leadership, Access, Data Entry, Video Editing, Volunteer Management, Event Planning, Nonprofits, Event Management, Spanish, InDesign, Customer Satisfaction, Higher Education, Customer Service, Social Media, Databases, Advertising, Strategic Planning, Teamwork, Community Outreach, Marketing, English, Fundraising, Marketing Communications, Marketing Strategy, Press Releases, Critical Thinking, SPSS, Public Speaking, Project Management, Data Analysis, Program Management, Social Media Marketing
Education
Marquette University 2009 — 2013
Bachelor of Science, Business Administration; Operations Supply Chain Management
Exelon June 2015 - Present
LCP360 September 2014 - May 2015
Online Business January 2007 - May 2015
CITGO Petroleum May 2014 - August 2014
Marquette University August 2009 - August 2013
Marquette University August 2009 - August 2013
Saint Christopher’s Episcopal Church May 2012 - July 2013
UBS Financial Services December 2012 - January 2013
Big Brothers Big Sisters October 2011 - January 2013
Second City Theater July 2009 - August 2009
Skills
Time Management, Organization, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Creative Writing, Mac, Facebook, Teaching, Research, Matlab, Editing, Social Networking, Statistics, Management, Blogging, Public Relations, Leadership, Access, Data Entry, Video Editing, Volunteer Management, Event Planning, Nonprofits, Event Management, Spanish, InDesign, Customer Satisfaction, Higher Education, Customer Service, Social Media, Databases, Advertising, Strategic Planning, Teamwork, Community Outreach, Marketing, English, Fundraising, Marketing Communications, Marketing Strategy, Press Releases, Critical Thinking, SPSS, Public Speaking, Project Management, Data Analysis, Program Management, Social Media Marketing
Education
Marquette University 2009 — 2013
Bachelor of Science, Business Administration; Operations Supply Chain Management
Summer Craig's UBS Financial Services Experience January 2013 - October 2013
Job
Industry Financial Services
Experience
State Farm Insurance February 2014 - Present
Summer Craig Jewelry January 2007 - Present
UBS Financial Services January 2013 - October 2013
State Farm Insurance July 2010 - July 2011
State Farm Insurance April 2007 - January 2010
Education
The American College 2008 — 2010
LUTCF Life Underwriter Training Council Fellow
Illinois State University 1997 — 1999
Speech Communication, Minor in Sociology
Lincoln College 1995 — 1997
Associate of Arts (A.A.)
Bloomington High School
State Farm Insurance February 2014 - Present
Summer Craig Jewelry January 2007 - Present
UBS Financial Services January 2013 - October 2013
State Farm Insurance July 2010 - July 2011
State Farm Insurance April 2007 - January 2010
Education
The American College 2008 — 2010
LUTCF Life Underwriter Training Council Fellow
Illinois State University 1997 — 1999
Speech Communication, Minor in Sociology
Lincoln College 1995 — 1997
Associate of Arts (A.A.)
Bloomington High School
Jonathan H. Grabel Jonathan H. Grabel's UBS Financial Services Experience January 2010 - Present
Job Wealth Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2010 - Present
Merrill Lynch September 2005 - January 2010
Skills
Equities, Asset Management, Investments, Capital Markets, Fixed Income, Portfolio Management, Financial Modeling, Private Equity
Education
Ithaca College
BS, Finance
Scarsdale High school
UBS Financial Services January 2010 - Present
Merrill Lynch September 2005 - January 2010
Skills
Equities, Asset Management, Investments, Capital Markets, Fixed Income, Portfolio Management, Financial Modeling, Private Equity
Education
Ithaca College
BS, Finance
Scarsdale High school
Eric Stennett's UBS Financial Services Experience February 2009 - June 2009
Job Sales Professional
Industry Luxury Goods & Jewelry
Experience
Tourneau December 2012 - Present
Louis Vuitton 2011 - 2012
Beijing Foreign Studies University June 2011 - September 2011
Geos for Kids (G. Education) May 2010 - March 2011
UBS Financial Services February 2009 - June 2009
Skills
Mandarin, Japanese, Sales, Foreign Languages, Foreign Policy, Foreign Affairs, Teaching English as a..., Current Affairs, Chinese Foreign Policy, Japanese Language..., Japanese business..., International Relations, Chinese, Time Management, Watches, Fashion, Merchandising, Luxury Goods, Customer Service, Training
Education
University of Hawaii - Shidler College of Business 2007 — 2009
Bachelor of Business Administration (BBA), Finance, General
University of Hawaii - Shidler College of Business 2007 — 2009
BBA, International Business
Kapiolani Community College 2005 — 2007
Associate of Arts, Liberal Arts
Tourneau December 2012 - Present
Louis Vuitton 2011 - 2012
Beijing Foreign Studies University June 2011 - September 2011
Geos for Kids (G. Education) May 2010 - March 2011
UBS Financial Services February 2009 - June 2009
Skills
Mandarin, Japanese, Sales, Foreign Languages, Foreign Policy, Foreign Affairs, Teaching English as a..., Current Affairs, Chinese Foreign Policy, Japanese Language..., Japanese business..., International Relations, Chinese, Time Management, Watches, Fashion, Merchandising, Luxury Goods, Customer Service, Training
Education
University of Hawaii - Shidler College of Business 2007 — 2009
Bachelor of Business Administration (BBA), Finance, General
University of Hawaii - Shidler College of Business 2007 — 2009
BBA, International Business
Kapiolani Community College 2005 — 2007
Associate of Arts, Liberal Arts
Stephen Tagliamonte Stephen Tagliamonte's UBS Financial Services Experience December 2010 - May 2011
Job Equity Swap Trade Support Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley June 2011 - June 2013
UBS Financial Services December 2010 - May 2011
Morgan Stanley April 2010 - September 2010
BNY Mellon June 2009 - August 2009
Skills
Securities, Asset Allocation, Asset Managment, Exposure Assessment, Collateral Management, Communication Skills, Managing Deadlines, Data Analysis
Education
Long Island University, C.W. Post Campus 2005 — 2009
Bachelor of Science, Business Administration
Morgan Stanley June 2013 - Present
Morgan Stanley June 2011 - June 2013
UBS Financial Services December 2010 - May 2011
Morgan Stanley April 2010 - September 2010
BNY Mellon June 2009 - August 2009
Skills
Securities, Asset Allocation, Asset Managment, Exposure Assessment, Collateral Management, Communication Skills, Managing Deadlines, Data Analysis
Education
Long Island University, C.W. Post Campus 2005 — 2009
Bachelor of Science, Business Administration
Louis J. Butera, CFP Louis J. Butera, CFP's UBS Financial Services Experience March 2000 - August 2004
Job Vice President at Benchmark Retirement & Investment Services
Industry Financial Services
Experience
Benchmark Retirement & Investment Services September 2004 - Present
UBS Financial Services March 2000 - August 2004
Pennsylvania Financial Group January 1995 - February 2000
Skills
Certified Financial..., Retirement Planning, Investment Advisory, Investment Management, Alternative Investments, Estate Planning, Life Insurance, Long Term Care Insurance, College Education..., Retirement
Education
Ithaca College 1980 — 1984
Bachelor's degree, Business Administration and Management, General
St John's University 1984 — 1985
Certificate in Insurance & Risk Management, Insurance
Wyoming Seminary
High School
Benchmark Retirement & Investment Services September 2004 - Present
UBS Financial Services March 2000 - August 2004
Pennsylvania Financial Group January 1995 - February 2000
Skills
Certified Financial..., Retirement Planning, Investment Advisory, Investment Management, Alternative Investments, Estate Planning, Life Insurance, Long Term Care Insurance, College Education..., Retirement
Education
Ithaca College 1980 — 1984
Bachelor's degree, Business Administration and Management, General
St John's University 1984 — 1985
Certificate in Insurance & Risk Management, Insurance
Wyoming Seminary
High School
JoAnn Marino's UBS Financial Services Experience May 2008 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services May 2008 - Present
FANUC Robotics February 1982 - February 1997
Education
Oakland University 2007 — 2008
CFP candidate, Certified Financial Planning
Wayne State University 1979 — 1981
MBA - 1987; B.S. Business Admin - 1981, Finance
Macomb Community College 1978 — 1980
UBS Financial Services May 2008 - Present
FANUC Robotics February 1982 - February 1997
Education
Oakland University 2007 — 2008
CFP candidate, Certified Financial Planning
Wayne State University 1979 — 1981
MBA - 1987; B.S. Business Admin - 1981, Finance
Macomb Community College 1978 — 1980
Troy D. Brewer's UBS Financial Services Experience June 2000 - November 2010
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Brewer Investment Group of Wells Fargo Advisors, LLC. January 2014 - Present
The Brewer Investment Group of Wells Fargo Advisors, LLC. November 2010 - January 2014
UBS Financial Services June 2000 - November 2010
Legg Mason June 1994 - June 2000
Skills
Retirement Planning -..., Wealth Management..., Asset Management, Financial Advisory
Education
Loyola College in Maryland 1985 — 1990
MBA - Finance
University of Maryland - College Park 1979 — 1982
Bachelor of Science (BS), Industrial Technology
The Brewer Investment Group of Wells Fargo Advisors, LLC. January 2014 - Present
The Brewer Investment Group of Wells Fargo Advisors, LLC. November 2010 - January 2014
UBS Financial Services June 2000 - November 2010
Legg Mason June 1994 - June 2000
Skills
Retirement Planning -..., Wealth Management..., Asset Management, Financial Advisory
Education
Loyola College in Maryland 1985 — 1990
MBA - Finance
University of Maryland - College Park 1979 — 1982
Bachelor of Science (BS), Industrial Technology
John J. McGlynn John J. McGlynn's UBS Financial Services Experience May 2001 - February 2009
Job Managing Partner
Industry Investment Management
Experience
ALDYN CAPITAL LLC. March 2011 - Present
First Kentucky Securities February 2009 - February 2011
UBS Financial Services May 2001 - February 2009
Education
Le Moyne College 1982 — 1986
Xavier H.S. - NYC 1978 — 1982
ALDYN CAPITAL LLC. March 2011 - Present
First Kentucky Securities February 2009 - February 2011
UBS Financial Services May 2001 - February 2009
Education
Le Moyne College 1982 — 1986
Xavier H.S. - NYC 1978 — 1982
Sandra Fuentes's UBS Financial Services Experience 2000 - 2006
Job Senior Administrative Assistant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
TIAA-CREF April 2013 - March 2014
Structure Tone April 2008 - April 2013
Mark Krueger & Associates 2007 - 2008
UBS Financial Services 2000 - 2006
Skills
Administrative..., Lotus Notes, Outlook, Office Management, Adobe Acrobat, MS Project, Process Scheduler, Microsoft Office, Budgets, PeopleSoft, Access, Facilities Management, Human Resources, CMiC, Business Objects, Clarity, Visio, SnagIt, Microsoft Excel, PowerPoint, Facebook, Instagram, SharePoint, Administrative...
Education
Hudson County Community College 2000 — 2003
Associate's degree, Office Systems Technology, 3.8
Pace University 1993 — 1996
Nursing Education
TIAA-CREF March 2014 - Present
TIAA-CREF April 2013 - March 2014
Structure Tone April 2008 - April 2013
Mark Krueger & Associates 2007 - 2008
UBS Financial Services 2000 - 2006
Skills
Administrative..., Lotus Notes, Outlook, Office Management, Adobe Acrobat, MS Project, Process Scheduler, Microsoft Office, Budgets, PeopleSoft, Access, Facilities Management, Human Resources, CMiC, Business Objects, Clarity, Visio, SnagIt, Microsoft Excel, PowerPoint, Facebook, Instagram, SharePoint, Administrative...
Education
Hudson County Community College 2000 — 2003
Associate's degree, Office Systems Technology, 3.8
Pace University 1993 — 1996
Nursing Education
Mark M. Lucas Mark M. Lucas's UBS Financial Services Experience May 1985 - January 2008
Job Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2008 - Present
UBS Financial Services May 1985 - January 2008
Education
John Carroll University 1975 — 1979
BSBA, Marketing
Cathedral Preparatory School 1972 — 1975
Wells Fargo Advisors January 2008 - Present
UBS Financial Services May 1985 - January 2008
Education
John Carroll University 1975 — 1979
BSBA, Marketing
Cathedral Preparatory School 1972 — 1975
Ronald Guirnalda Ronald Guirnalda's UBS Financial Services Experience November 1997 - November 2005
Job Market Control Specialist Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2010 - September 2012
Ameriprise Financial November 2005 - September 2010
UBS Financial Services November 1997 - November 2005
Merrill Lynch April 1994 - October 1997
Education
Loyola Marymount University, College of Business Administration 1988 — 1992
BA, Business
Morgan Stanley Smith Barney September 2010 - September 2012
Ameriprise Financial November 2005 - September 2010
UBS Financial Services November 1997 - November 2005
Merrill Lynch April 1994 - October 1997
Education
Loyola Marymount University, College of Business Administration 1988 — 1992
BA, Business
Ana P. Medrano Ana P. Medrano's UBS Financial Services Experience April 2010 - August 2011
Job Consultant at Lloyds Banking Group
Industry Investment Banking
Experience
Lloyds Banking Group January 2013 - Present
Deutsche Bank August 2011 - August 2012
UBS Financial Services April 2010 - August 2011
Merrill Lynch January 2008 - April 2010
Skills
Bloomberg, Equities, Series 7, Financial Analysis, Fixed Income, Project Management, KYC
Education
St Mary's University College, Twickenham 2011 — 2012
Postgraduate Certificate, International Business Practices
Manhattan College 2004 — 2008
Bachelor's of Science, Finance
Richmond, The American International University in London 2006 — 2006
Lloyds Banking Group January 2013 - Present
Deutsche Bank August 2011 - August 2012
UBS Financial Services April 2010 - August 2011
Merrill Lynch January 2008 - April 2010
Skills
Bloomberg, Equities, Series 7, Financial Analysis, Fixed Income, Project Management, KYC
Education
St Mary's University College, Twickenham 2011 — 2012
Postgraduate Certificate, International Business Practices
Manhattan College 2004 — 2008
Bachelor's of Science, Finance
Richmond, The American International University in London 2006 — 2006
Frank Emmerling Frank Emmerling's UBS Financial Services Experience October 2004 - November 2013
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2013 - Present
UBS Financial Services October 2004 - November 2013
Merrill Lynch June 1986 - October 2004
Education
Indiana University of Pennsylvania
Master's degree, Business Administration and Management, General
Penn State University
Bachelor's degree, Human Development, Family Studies, and Related Services
RBC Wealth Management November 2013 - Present
UBS Financial Services October 2004 - November 2013
Merrill Lynch June 1986 - October 2004
Education
Indiana University of Pennsylvania
Master's degree, Business Administration and Management, General
Penn State University
Bachelor's degree, Human Development, Family Studies, and Related Services
Robert Damante Robert Damante's UBS Financial Services Experience September 2012 — Present
Job Financial Advisor The Damante Wealth Management, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services September 2012 — Present
GR Restaurant Management March 2010 — June 2012
The Bova Group 2008 — 2010
Cafe L'Europe 2001 — 2008
Tavern on the Green 1996 — 2000
Skills
CFP®
Education
Johnson and Wales University 1984 — 1988
Bachelor of Science (B.S.), Hospitality Administration/Management
Normandy High School ... — 1984
Culinary Arts
UBS Financial Services September 2012 — Present
GR Restaurant Management March 2010 — June 2012
The Bova Group 2008 — 2010
Cafe L'Europe 2001 — 2008
Tavern on the Green 1996 — 2000
Skills
CFP®
Education
Johnson and Wales University 1984 — 1988
Bachelor of Science (B.S.), Hospitality Administration/Management
Normandy High School ... — 1984
Culinary Arts
Taryn Rae Zimmerman Talty's UBS Financial Services Experience July 2001 - September 2005
Job Counsel at DeTommaso Law Group
Industry Law Practice
Experience
DeTommaso Law Group 2015 - Present
Ruvolo Law Group January 2013 - June 2015
LYONS & ASSOCIATES, P.C. October 2010 - January 2013
Superior Court of New Jersey September 2009 - September 2010
Credit Suisse April 2008 - August 2009
Credit Suisse Securities USA LLC September 2007 - August 2009
Credit Suisse May 2006 - October 2007
Credit Suisse September 2005 - May 2006
UBS Financial Services July 2001 - September 2005
Merrill Lynch, Pierce, Fenner & Smith Incorporated March 2000 - July 2001
Skills
Securities Regulation, Legal Research, Mediation, Legal Writing, Family Law, Arbitration, Civil Litigation, Legal Advice, Courts, Corporate Law, Child Support, Alimony, Child Custody, Equitable Distribution, Qualified Domestic..., Prenuptial Agreements, Grandparent Rights, Adoption, Domestic Violence, Emancipation
Education
Seton Hall University School of Law 2000 — 2004
JD
Kutztown University of Pennsylvania 1995 — 1999
BS, Criminal Justice
DeTommaso Law Group 2015 - Present
Ruvolo Law Group January 2013 - June 2015
LYONS & ASSOCIATES, P.C. October 2010 - January 2013
Superior Court of New Jersey September 2009 - September 2010
Credit Suisse April 2008 - August 2009
Credit Suisse Securities USA LLC September 2007 - August 2009
Credit Suisse May 2006 - October 2007
Credit Suisse September 2005 - May 2006
UBS Financial Services July 2001 - September 2005
Merrill Lynch, Pierce, Fenner & Smith Incorporated March 2000 - July 2001
Skills
Securities Regulation, Legal Research, Mediation, Legal Writing, Family Law, Arbitration, Civil Litigation, Legal Advice, Courts, Corporate Law, Child Support, Alimony, Child Custody, Equitable Distribution, Qualified Domestic..., Prenuptial Agreements, Grandparent Rights, Adoption, Domestic Violence, Emancipation
Education
Seton Hall University School of Law 2000 — 2004
JD
Kutztown University of Pennsylvania 1995 — 1999
BS, Criminal Justice
Tim Nuelken's UBS Financial Services Experience July 2006 - September 2008
Job Disabled from Automobile accident on SSID
Industry Financial Services
Experience
Social Security Disability December 2013 - Present
SagePoint Financial December 2008 - December 2013
UBS Financial Services July 2006 - September 2008
H&R Block March 2005 - June 2006
Edward Jones November 2002 - March 2005
Charles Schwab 2000 - 2002
Skills
Series 7, Series 63, Series 24, Highly Analytical, Extensive Product..., Critical Thinking, Compliance, Retirement Planning, Estate Planning, Financial Planning, Wealth Management, Portfolio Management, Direct Sales, Asset Management, Financial Management, Investments, Stocks, Options, Bonds, Fixed Income, Insurance, Alternative Investments, Mutual Funds, 401k, Pensions, IRA's, Long Term Care, Annuity, Managed Accounts, Term Life Insurance, Financial Analysis, Risk Management, Investment Advisory, Investment Strategies, Strategic Planning, Financial Advisory, Reporting & Analysis, Budgeting, Asset Allocation, Retirement Income..., New Business Development, FINRA, Risk, 529 Plans, Financial Modeling, Financial Markets, Portfolios, Separately Managed..., Banking, Income
Education
Western Michigan University 1989 — 1991
BBA, Finance
Kellogg Community College 1986 — 1989
Associates Degree, Liberal Arts
Social Security Disability December 2013 - Present
SagePoint Financial December 2008 - December 2013
UBS Financial Services July 2006 - September 2008
H&R Block March 2005 - June 2006
Edward Jones November 2002 - March 2005
Charles Schwab 2000 - 2002
Skills
Series 7, Series 63, Series 24, Highly Analytical, Extensive Product..., Critical Thinking, Compliance, Retirement Planning, Estate Planning, Financial Planning, Wealth Management, Portfolio Management, Direct Sales, Asset Management, Financial Management, Investments, Stocks, Options, Bonds, Fixed Income, Insurance, Alternative Investments, Mutual Funds, 401k, Pensions, IRA's, Long Term Care, Annuity, Managed Accounts, Term Life Insurance, Financial Analysis, Risk Management, Investment Advisory, Investment Strategies, Strategic Planning, Financial Advisory, Reporting & Analysis, Budgeting, Asset Allocation, Retirement Income..., New Business Development, FINRA, Risk, 529 Plans, Financial Modeling, Financial Markets, Portfolios, Separately Managed..., Banking, Income
Education
Western Michigan University 1989 — 1991
BBA, Finance
Kellogg Community College 1986 — 1989
Associates Degree, Liberal Arts
Tina Bonanno's UBS Financial Services Experience 2007 - Present
Job Software Consultant and Professional Programmer/Applications Analyst
Industry Financial Services
Experience
UBS Financial June 2007 - Present
UBS Financial Services 2007 - Present
Caron Foundation January 2000 - June 2007
Quantum Software Solutions 2005 - 2007
Travelers 1997 - 2000
Aetna 1981 - 1997
Aetna 1981 - 1997
Aetna 1981 - 1996
Skills
Databases, Access, SQL, Crystal Reports, Business Analysis, Analysis, VBA, VBScript, Microsoft Office, Business Objects, Visio, SharePoint, Troubleshooting, Microsoft SQL Server, ASP.NET, PL/SQL, Microsoft Excel, Excel, Programming, Process Improvement, Operating Systems, SDLC, Oracle, Software Development, SQL Server, Outlook, Database Design, Visual Basic, VB.NET, Data Analysis, Windows, Customer Relations, Application Development, Data Warehousing, PeopleSoft, Oracle OTBI, Oracle Fusion Middleware, Oracle OBIA
Education
MCP, Microsoft SQL Server 2000 Database Design and Administration 2007 — 2007
MCP, Microsoft SQL Server 2000 Database Design and Administration
Kutztown University of Pennsylvania 1975 — 1978
Bachelor's Degree, Foreign Languages, 3.38
UBS Financial June 2007 - Present
UBS Financial Services 2007 - Present
Caron Foundation January 2000 - June 2007
Quantum Software Solutions 2005 - 2007
Travelers 1997 - 2000
Aetna 1981 - 1997
Aetna 1981 - 1997
Aetna 1981 - 1996
Skills
Databases, Access, SQL, Crystal Reports, Business Analysis, Analysis, VBA, VBScript, Microsoft Office, Business Objects, Visio, SharePoint, Troubleshooting, Microsoft SQL Server, ASP.NET, PL/SQL, Microsoft Excel, Excel, Programming, Process Improvement, Operating Systems, SDLC, Oracle, Software Development, SQL Server, Outlook, Database Design, Visual Basic, VB.NET, Data Analysis, Windows, Customer Relations, Application Development, Data Warehousing, PeopleSoft, Oracle OTBI, Oracle Fusion Middleware, Oracle OBIA
Education
MCP, Microsoft SQL Server 2000 Database Design and Administration 2007 — 2007
MCP, Microsoft SQL Server 2000 Database Design and Administration
Kutztown University of Pennsylvania 1975 — 1978
Bachelor's Degree, Foreign Languages, 3.38
Marianna Toudouze's UBS Financial Services Experience June 2004 - December 2007
Job Financial Services Administrator/Compliance Manager
Industry Financial Services
Experience
ZT Wealth October 2010 - Present
UBS Private Wealth Management December 2007 - October 2010
UBS Financial Services June 2004 - December 2007
Lincoln Financial Advisors June 2001 - June 2003
MBM Advisors 2000 - 2001
Skills
Sales, Series 7, Portfolio Management, Investments, Financial Services, Asset Management, Financial Advisory, Financial Analysis, Mutual Funds, Trading, Equities, FINRA, 401k, Uniform Combined State..., Series 63
Education
University of Phoenix 2004 — 2005
Lamar University
ZT Wealth October 2010 - Present
UBS Private Wealth Management December 2007 - October 2010
UBS Financial Services June 2004 - December 2007
Lincoln Financial Advisors June 2001 - June 2003
MBM Advisors 2000 - 2001
Skills
Sales, Series 7, Portfolio Management, Investments, Financial Services, Asset Management, Financial Advisory, Financial Analysis, Mutual Funds, Trading, Equities, FINRA, 401k, Uniform Combined State..., Series 63
Education
University of Phoenix 2004 — 2005
Lamar University
Ruth Doyle's UBS Financial Services Experience February 2007 - May 2013
Job VP, Consulting at CompIntelligence
Industry Financial Services
Experience
Certent, Inc. May 2015 - Present
CompIntelligence June 2013 - April 2015
UBS Financial Services February 2007 - May 2013
Transcentive Inc., A Computershare Company 1998 - 2007
Skills
Product Management, Business Analysis, Relationship Management, Vendor Management, Team Management, SDLC, Marketing Strategy, Cross-functional Team..., Strategic Planning, Business Requirements, Project Management, Management, Business Strategy, CRM, Mergers & Acquisitions, Process Improvement, Program Management, Risk Management, Strategy
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
MBA
Sacred Heart University 1989 — 1993
Bachelor of Arts (BA), Social Work
Certent, Inc. May 2015 - Present
CompIntelligence June 2013 - April 2015
UBS Financial Services February 2007 - May 2013
Transcentive Inc., A Computershare Company 1998 - 2007
Skills
Product Management, Business Analysis, Relationship Management, Vendor Management, Team Management, SDLC, Marketing Strategy, Cross-functional Team..., Strategic Planning, Business Requirements, Project Management, Management, Business Strategy, CRM, Mergers & Acquisitions, Process Improvement, Program Management, Risk Management, Strategy
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
MBA
Sacred Heart University 1989 — 1993
Bachelor of Arts (BA), Social Work
Brett Eassey's UBS Financial Services Experience May 2004 - August 2004
Job Management Consultant at Accenture
Industry Financial Services
Experience
Accenture March 2006 - Present
Hyatt Corporation October 2004 - March 2006
UBS Financial Services May 2004 - August 2004
Skills
Trading Operations, Trading Systems, Openlink, Endur, Management Consulting, Crude Oil, Cognos, Hyperion Planning, SQL, Process Improvement, Essbase, Business Analysis, Physical Inventory, Data Analysis, Balanced Scorecard, Business Process, CRM, Management, Shared Services, HFM, Business Objects, Scheduling, Consolidation, Financial Reporting, Performance Metrics, Business Intelligence, Business Process..., Data Integration, Petroleum, Process Scheduler, Requirements Gathering, Requirements Analysis, Project Implementation, Corporate Finance, Budgeting, FDM, Executive Reporting, Consulting
Education
Loyola University Chicago 2001 — 2004
Finance, Investments
Accenture March 2006 - Present
Hyatt Corporation October 2004 - March 2006
UBS Financial Services May 2004 - August 2004
Skills
Trading Operations, Trading Systems, Openlink, Endur, Management Consulting, Crude Oil, Cognos, Hyperion Planning, SQL, Process Improvement, Essbase, Business Analysis, Physical Inventory, Data Analysis, Balanced Scorecard, Business Process, CRM, Management, Shared Services, HFM, Business Objects, Scheduling, Consolidation, Financial Reporting, Performance Metrics, Business Intelligence, Business Process..., Data Integration, Petroleum, Process Scheduler, Requirements Gathering, Requirements Analysis, Project Implementation, Corporate Finance, Budgeting, FDM, Executive Reporting, Consulting
Education
Loyola University Chicago 2001 — 2004
Finance, Investments
Stacey Hamilton Cammack's UBS Financial Services Experience June 2002 - September 2006
Job Sales Associate II at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Morgan Keegan & Co., Inc. September 2006 - Present
UBS Financial Services June 2002 - September 2006
Salomon Smith Barney February 2000 - June 2002
Education
Marietta College 1996 — 2000
Morgan Keegan & Co., Inc. September 2006 - Present
UBS Financial Services June 2002 - September 2006
Salomon Smith Barney February 2000 - June 2002
Education
Marietta College 1996 — 2000
Philomena Kiernan's UBS Financial Services Experience May 2004 - March 2005
Job Service Management Solution Architect at IBM
Industry Information Services
Experience
IBM February 2012 - Present
IBM February 2011 - February 2012
IBM April 2005 - February 2011
UBS Financial Services May 2004 - March 2005
CSC June 1998 - April 2004
Automated Concepts Inc. February 1998 - May 1998
American Insurance Services Group March 1996 - January 1998
Advertising Checking Bureau October 1989 - February 1996
Instinet Corporation 1987 - 1989
Skills
Netcool, Service Management, Pre-sales, Solution Architecture, IBM Tivoli, Virtualization, IT Service Management, Systems Management, Management, ITIL, Enterprise Architecture, Storage, IT Strategy, AIX, Cloud Computing, Unix, High Availability
Education
University of Phoenix 2001 — 2003
MS, Computer Informations Systems
Manhattan College 1981 — 1985
Bachelor of Science (B.S.), Computer Science
Mahopac High School 1977 — 1981
General Studies
IBM February 2012 - Present
IBM February 2011 - February 2012
IBM April 2005 - February 2011
UBS Financial Services May 2004 - March 2005
CSC June 1998 - April 2004
Automated Concepts Inc. February 1998 - May 1998
American Insurance Services Group March 1996 - January 1998
Advertising Checking Bureau October 1989 - February 1996
Instinet Corporation 1987 - 1989
Skills
Netcool, Service Management, Pre-sales, Solution Architecture, IBM Tivoli, Virtualization, IT Service Management, Systems Management, Management, ITIL, Enterprise Architecture, Storage, IT Strategy, AIX, Cloud Computing, Unix, High Availability
Education
University of Phoenix 2001 — 2003
MS, Computer Informations Systems
Manhattan College 1981 — 1985
Bachelor of Science (B.S.), Computer Science
Mahopac High School 1977 — 1981
General Studies
Luz Colon, Esq.'s UBS Financial Services Experience December 2013 - Present
Job Chief Compliance Officer
Industry Financial Services
Experience
UBS Financial Services December 2013 - Present
UBS Financial Services, Inc. of PR July 2005 - December 2013
UBS Financial Services, Inc of PR 2003 - 2005
UBS Financial Services, Inc of PR 2000 - 2003
Skills
Investments, Risk Management, Operational Risk..., Securities Regulation, Financial Services, Fixed Income, Equities, Capital Markets, Asset Management, Investment Banking, Wealth Management, Securities, Portfolio Management, Budgets
Education
Inter American University School of Law 2001 — 2005
Juris Doctor (J.D.)
Universidad de Puerto Rico 1992 — 1997
Bachelor's Degree, Accounting
UBS Financial Services December 2013 - Present
UBS Financial Services, Inc. of PR July 2005 - December 2013
UBS Financial Services, Inc of PR 2003 - 2005
UBS Financial Services, Inc of PR 2000 - 2003
Skills
Investments, Risk Management, Operational Risk..., Securities Regulation, Financial Services, Fixed Income, Equities, Capital Markets, Asset Management, Investment Banking, Wealth Management, Securities, Portfolio Management, Budgets
Education
Inter American University School of Law 2001 — 2005
Juris Doctor (J.D.)
Universidad de Puerto Rico 1992 — 1997
Bachelor's Degree, Accounting
Donald Nowak's UBS Financial Services Experience March 1986 - May 2008
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2008 - Present
UBS Financial Services March 1986 - May 2008
Education
Indiana University of Pennsylvania 1977 — 1981
Morgan Stanley May 2008 - Present
UBS Financial Services March 1986 - May 2008
Education
Indiana University of Pennsylvania 1977 — 1981
Lori Vorwerk's UBS Financial Services Experience March 1989 - February 2004
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management August 2013 - Present
Children's Orchard February 2004 - March 2012
UBS Financial Services March 1989 - February 2004
Rotan Mosle Inc. March 1985 - March 1989
Education
Indiana University Bloomington 1976 — 1980
Morgan Stanley Private Wealth Management August 2013 - Present
Children's Orchard February 2004 - March 2012
UBS Financial Services March 1989 - February 2004
Rotan Mosle Inc. March 1985 - March 1989
Education
Indiana University Bloomington 1976 — 1980
Megan Anderson's UBS Financial Services Experience June 2005 - September 2007
Job Executive Assistant
Industry Financial Services
Experience
Keystone Capital, Inc. July 2009 - Present
UBS Private Wealth Management September 2007 - March 2009
UBS Financial Services June 2005 - September 2007
Morgan Stanley 2004 - 2005
Skills
Investments, Customer Relations, Excel, PowerPoint, Microsoft Office
Education
Indiana University Bloomington 1997 — 2001
Bachelor's degree, Sociology
Fremd Highschool 1993 — 1997
diploma
Keystone Capital, Inc. July 2009 - Present
UBS Private Wealth Management September 2007 - March 2009
UBS Financial Services June 2005 - September 2007
Morgan Stanley 2004 - 2005
Skills
Investments, Customer Relations, Excel, PowerPoint, Microsoft Office
Education
Indiana University Bloomington 1997 — 2001
Bachelor's degree, Sociology
Fremd Highschool 1993 — 1997
diploma
Bill McMurray's UBS Financial Services Experience August 1995 - August 2006
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James August 2006 - Present
UBS Financial Services August 1995 - August 2006
Merrill Lynch January 1987 - August 1995
Education
Indiana University Bloomington 1982 — 1986
B.S.
Raymond James August 2006 - Present
UBS Financial Services August 1995 - August 2006
Merrill Lynch January 1987 - August 1995
Education
Indiana University Bloomington 1982 — 1986
B.S.
Tejaswi Ghosh's UBS Financial Services Experience May 2007 - July 2007
Job Financial Services Professional
Industry Financial Services
Experience
Lake Forest College August 2004 - Present
UBS Financial Services May 2007 - July 2007
Education
University of Oxford 2007 — 2008
Economics
Lake Forest College 2004 — 2008
BA, Economica and Mathematics
Lake Forest College August 2004 - Present
UBS Financial Services May 2007 - July 2007
Education
University of Oxford 2007 — 2008
Economics
Lake Forest College 2004 — 2008
BA, Economica and Mathematics
J.R. Kirchner's UBS Financial Services Experience January 1997 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 1997 - Present
Salt Creek Ballet 1997 - 2008
Education
Indiana University Bloomington 1988 — 1992
UBS Financial Services January 1997 - Present
Salt Creek Ballet 1997 - 2008
Education
Indiana University Bloomington 1988 — 1992
Edgardo Diaz-Marti's UBS Financial Services Experience March 2004 - March 2009
Job Attorney at Diaz Marti Law Office
Industry Financial Services
Experience
Diaz Marti Law Office March 2009 - Present
UBS FINANCIAL SERVICES March 2004 - March 2009
UBS International & Puerto Rico 2004 - 2009
Morgan Stanley January 2001 - March 2004
Skills
Employment Law, Investments, Retirement Planning, Strategic Financial..., Finance, Securities, Estate Planning, Financial Services, Wealth Management, Mergers & Acquisitions, Due Diligence, Equities, Corporate Law, Corporate Governance, Asset Management, Legal Writing, Legal Research, Restructuring, Financial Planning
Education
Inter American University School of Law 1986 — 1994
JD, Law
Indiana University Bloomington 1977 — 1981
BS, Finance
Diaz Marti Law Office March 2009 - Present
UBS FINANCIAL SERVICES March 2004 - March 2009
UBS International & Puerto Rico 2004 - 2009
Morgan Stanley January 2001 - March 2004
Skills
Employment Law, Investments, Retirement Planning, Strategic Financial..., Finance, Securities, Estate Planning, Financial Services, Wealth Management, Mergers & Acquisitions, Due Diligence, Equities, Corporate Law, Corporate Governance, Asset Management, Legal Writing, Legal Research, Restructuring, Financial Planning
Education
Inter American University School of Law 1986 — 1994
JD, Law
Indiana University Bloomington 1977 — 1981
BS, Finance
Monika Filipek's UBS Financial Services Experience April 2006 - February 2010
Job Marketing and Business Development Manager at The Michael Filipek Tennis & Sports Academy
Industry Financial Services
Experience
The Michael Filipek Tennis & Sports Academy February 2010 - Present
UBS October 2010 - March 2011
UBS Financial Services April 2006 - February 2010
Wedgewood USA October 2003 - March 2006
Education
IMC Fachhochschule Krems 1999 — 2003
Mag (FH), Tourism and Leisure Time Management
The Michael Filipek Tennis & Sports Academy February 2010 - Present
UBS October 2010 - March 2011
UBS Financial Services April 2006 - February 2010
Wedgewood USA October 2003 - March 2006
Education
IMC Fachhochschule Krems 1999 — 2003
Mag (FH), Tourism and Leisure Time Management
Matt Masters's UBS Financial Services Experience 2001 - 2006
Job Manager Operations at Prudential Financial
Industry Financial Services
Experience
Prudential Financial February 2010 - Present
Prudential Investment Management September 2006 - February 2010
UBS Investment Bank 2001 - 2006
UBS Wealth Management 2001 - 2006
UBS Financial Services 2001 - 2006
UBS 2001 - 2006
Jennison Associates 2000 - 2001
Prudential Financial 1997 - 2000
Skills
Fixed Income, Equities, FX, Settlement, Securities, Back Office, Asset Management, Wealth Management, Derivatives, Swaps, Cash, Middle Office, Settlements, Bonds, Stock, Structuring, Loans, Financial Structuring, Financial Markets, Options, FX Options, Capital Markets, Mutual Funds, Financial Risk
Education
Lock Haven University of Pennsylvania 1992 — 1995
Lock Haven University of Pennsylvania 1992 — 1995
Bachelor's degree, Business Administration and Management, General
Prudential Financial February 2010 - Present
Prudential Investment Management September 2006 - February 2010
UBS Investment Bank 2001 - 2006
UBS Wealth Management 2001 - 2006
UBS Financial Services 2001 - 2006
UBS 2001 - 2006
Jennison Associates 2000 - 2001
Prudential Financial 1997 - 2000
Skills
Fixed Income, Equities, FX, Settlement, Securities, Back Office, Asset Management, Wealth Management, Derivatives, Swaps, Cash, Middle Office, Settlements, Bonds, Stock, Structuring, Loans, Financial Structuring, Financial Markets, Options, FX Options, Capital Markets, Mutual Funds, Financial Risk
Education
Lock Haven University of Pennsylvania 1992 — 1995
Lock Haven University of Pennsylvania 1992 — 1995
Bachelor's degree, Business Administration and Management, General
Antoinette Toni McDale's UBS Financial Services Experience July 2005 - March 2006
Job Stock Plan and Compensation Administrator
Industry Financial Services
Experience
Quest Diagnostics Incorporated May 2012 - Present
E*TRADE Financial October 2011 - May 2012
Solium Capital/Computershare March 2006 - July 2011
UBS Financial Services July 2005 - March 2006
Merrill Lynch May 2000 - July 2005
PriceWaterhouseCoopers, Kwasha HR Solutions October 1998 - April 2000
Skills
Options, Analysis, Client Service, Executive Compensation, ESPP, Health & Welfare..., PeopleSoft, Equity Edge Online, Transcentive, Salesforce, Microsoft Office, Crystal Reports, Hospitality Management, Financial Services, Salesforce.com
Education
Johnson and Wales University 1992 — 1995
Associates in Science Degree, Course; Hotel; Restaurant Management
Quest Diagnostics Incorporated May 2012 - Present
E*TRADE Financial October 2011 - May 2012
Solium Capital/Computershare March 2006 - July 2011
UBS Financial Services July 2005 - March 2006
Merrill Lynch May 2000 - July 2005
PriceWaterhouseCoopers, Kwasha HR Solutions October 1998 - April 2000
Skills
Options, Analysis, Client Service, Executive Compensation, ESPP, Health & Welfare..., PeopleSoft, Equity Edge Online, Transcentive, Salesforce, Microsoft Office, Crystal Reports, Hospitality Management, Financial Services, Salesforce.com
Education
Johnson and Wales University 1992 — 1995
Associates in Science Degree, Course; Hotel; Restaurant Management
Karyn Gaidos's UBS Financial Services Experience March 2004 - January 2007
Job Senior Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Morgan Stanley Wealth Management January 2007 - Present
UBS Financial Services March 2004 - January 2007
University of Michigan Business School April 1998 - April 1999
Plunkett & Cooney August 1994 - April 1997
Editorial Code & Data, Inc. February 1994 - August 1994
Skills
Editing, Leadership, Training
Education
Madonna University 2000 — 2001
Teaching Certifciate, Education
Oakland University 1991 — 1993
BA, English and Journalism
Merrill Lynch February 2015 - Present
Morgan Stanley Wealth Management January 2007 - Present
UBS Financial Services March 2004 - January 2007
University of Michigan Business School April 1998 - April 1999
Plunkett & Cooney August 1994 - April 1997
Editorial Code & Data, Inc. February 1994 - August 1994
Skills
Editing, Leadership, Training
Education
Madonna University 2000 — 2001
Teaching Certifciate, Education
Oakland University 1991 — 1993
BA, English and Journalism
Eric Casimiro's UBS Financial Services Experience November 2010 - Present
Job at
Industry Information Technology and Services
Experience
UBS Financial Services November 2010 - Present
Merrill Lynch May 2009 - November 2010
UBS Wealth Management October 2007 - April 2009
Merrill Lynch December 2005 - September 2007
Deutsche Bank 1999 - 2005
Software Ventures International 1988 - 1990
Software Ventures International 1988 - 1990
Software Ventures International 1988 - 1990
Skills
DB2, SQL, Analysis, COBOL, Mainframe, Systems Analysis, Testing, Project Management, CICS, PMP, VSAM, SDLC, WebSphere MQ, Requirements Gathering, IBM Mainframe, Requirements Analysis, Business Analysis, Databases
Education
Mapua Institute of Technology 1979 — 1984
BS Civil Engineering
UBS Financial Services November 2010 - Present
Merrill Lynch May 2009 - November 2010
UBS Wealth Management October 2007 - April 2009
Merrill Lynch December 2005 - September 2007
Deutsche Bank 1999 - 2005
Software Ventures International 1988 - 1990
Software Ventures International 1988 - 1990
Software Ventures International 1988 - 1990
Skills
DB2, SQL, Analysis, COBOL, Mainframe, Systems Analysis, Testing, Project Management, CICS, PMP, VSAM, SDLC, WebSphere MQ, Requirements Gathering, IBM Mainframe, Requirements Analysis, Business Analysis, Databases
Education
Mapua Institute of Technology 1979 — 1984
BS Civil Engineering
Prasanna Kharshikar's UBS Financial Services Experience August 2006 - August 2008
Job Technology Architect Manager at Accenture Financial Services
Industry Financial Services
Experience
Accenture Financial Services May 2013 - Present
CitiGroup September 2011 - March 2013
CitiGroup August 2008 - August 2011
UBS Financial Services August 2006 - August 2008
Aetna July 2002 - August 2006
Selectica 1999 - 2002
Skills
SDLC, Equities, Java, Enterprise Architecture, Business Analysis, Trading Systems, Portfolio Management, C#, Program Trading, Strategy, Analytics, Program Management, Java Enterprise Edition, Offshore Software..., IT Strategy, Project Management, Databases, Trading, Financial Services, Programming, Capital Markets, Investment Banking
Education
University of Hartford. Barney School of Business 2004 — 2007
MBA, Finance, General
Indian Institute of Technology, Bombay 1997 — 1999
Master of Technology (M.Tech.), Industrial Engineering and Operations Research
University of Pune 1992 — 1996
BE, Industrial Engineering
Accenture Financial Services May 2013 - Present
CitiGroup September 2011 - March 2013
CitiGroup August 2008 - August 2011
UBS Financial Services August 2006 - August 2008
Aetna July 2002 - August 2006
Selectica 1999 - 2002
Skills
SDLC, Equities, Java, Enterprise Architecture, Business Analysis, Trading Systems, Portfolio Management, C#, Program Trading, Strategy, Analytics, Program Management, Java Enterprise Edition, Offshore Software..., IT Strategy, Project Management, Databases, Trading, Financial Services, Programming, Capital Markets, Investment Banking
Education
University of Hartford. Barney School of Business 2004 — 2007
MBA, Finance, General
Indian Institute of Technology, Bombay 1997 — 1999
Master of Technology (M.Tech.), Industrial Engineering and Operations Research
University of Pune 1992 — 1996
BE, Industrial Engineering
Laura Diaz's UBS Financial Services Experience January 2008 - April 2010
Job Associate Director, Business Manager at UBS
Industry Financial Services
Experience
UBS September 2012 - Present
UBS April 2010 - September 2012
UBS Financial Services January 2008 - April 2010
UBS Wealth Management May 2006 - January 2008
Skills
Banking, Customer Service, Financial Services, Leadership, Management, Outlook, Risk Management, Securities, Strategy, Series 7, Wealth Management
Education
Iona College 1998 — 1998
BS, Communications
Johnson & Wales University
Associate's degree, Public Relations, Advertising, and Applied Communication
Johnson & Wales University
Associate's degree, Hotel, Motel, and Restaurant Management
UBS September 2012 - Present
UBS April 2010 - September 2012
UBS Financial Services January 2008 - April 2010
UBS Wealth Management May 2006 - January 2008
Skills
Banking, Customer Service, Financial Services, Leadership, Management, Outlook, Risk Management, Securities, Strategy, Series 7, Wealth Management
Education
Iona College 1998 — 1998
BS, Communications
Johnson & Wales University
Associate's degree, Public Relations, Advertising, and Applied Communication
Johnson & Wales University
Associate's degree, Hotel, Motel, and Restaurant Management
Eileen Fenton's UBS Financial Services Experience 1994 - 2008
Job Quality Management Rutgers, The State University
Industry Hospital & Health Care
Experience
Rutgers University January 2014 - Present
UBS Wealth Management May 2000 - July 2008
UBS Financial Services 1994 - 2008
UBS 1994 - 2008
Skills
SDLC, Project Management, Business Analysis, Vendor Management, Software Project..., Program Management, Management, Requirements Analysis, PMO, Financial Services, IT Strategy, Requirements Gathering, Risk Management, Project Portfolio..., Process Improvement, Visio, PMP
Education
Holy Name Medical Center School of Nursing 2009 — 2011
Registered Nurse, Nursing
Montclair State University 1981 — 1985
B.S, Home Economics - Nutrition
Rutgers University January 2014 - Present
UBS Wealth Management May 2000 - July 2008
UBS Financial Services 1994 - 2008
UBS 1994 - 2008
Skills
SDLC, Project Management, Business Analysis, Vendor Management, Software Project..., Program Management, Management, Requirements Analysis, PMO, Financial Services, IT Strategy, Requirements Gathering, Risk Management, Project Portfolio..., Process Improvement, Visio, PMP
Education
Holy Name Medical Center School of Nursing 2009 — 2011
Registered Nurse, Nursing
Montclair State University 1981 — 1985
B.S, Home Economics - Nutrition
Terry Sandercock's UBS Financial Services Experience March 2001 - September 2006
Job Financial Advisor Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2006 - Present
UBS Financial Services March 2001 - September 2006
Skills
Investments, Retirement Planning, Mutual Funds, Finance, Asset Allocation, Retirement, Financial Advisory, Insurance, Investment Planning
Education
Lehigh University 1982 — 1983
MBA, Business
Wells Fargo Advisors, LLC September 2006 - Present
UBS Financial Services March 2001 - September 2006
Skills
Investments, Retirement Planning, Mutual Funds, Finance, Asset Allocation, Retirement, Financial Advisory, Insurance, Investment Planning
Education
Lehigh University 1982 — 1983
MBA, Business
Molly Coleman's UBS Financial Services Experience February 2007 - Present
Job Registered Client Associate at UBS Financial Services Series 7, 66 & 63
Industry Financial Services
Experience
UBS Financial Services February 2007 - Present
Morgan Stanley October 1987 - February 2007
Education
Marquette University 1979 — 1983
Business Administration, Economics
UBS Financial Services February 2007 - Present
Morgan Stanley October 1987 - February 2007
Education
Marquette University 1979 — 1983
Business Administration, Economics
Barbara Buckner's UBS Financial Services Experience 1999 - 2010
Job Human Resources Independent Contractor
Industry Financial Services
Experience
NRT contracted via Forum Group December 2013 - April 2015
AXA Equitable September 2011 - August 2012
UBS Financial Services 1999 - 2010
UBS Financial Services 1995 - 1999
UBS Financial Services 1993 - 1995
Skills
Strategy, Program Management, Management, Change Management, Project Management, Deferred Compensation, Leadership, Analytics, Project Planning, Relationship Management, Wealth Management, Business Strategy, Financial Modeling, Personnel Management, Payroll, Human Resources, Performance Management, Business Process..., Finance, Strategic Planning, Recruiting, Sourcing, Training, Onboarding, PeopleSoft, Financial Services, Vendor Management, Mergers & Acquisitions, Risk Management, Series 63, Series 7, Securities, Equities, Mutual Funds
Education
Lehigh University - College of Business and Economics
BS, Accounting
Montclair State University
BaChloe of Science, Food Science
Ursinus College
Economics
NRT contracted via Forum Group December 2013 - April 2015
AXA Equitable September 2011 - August 2012
UBS Financial Services 1999 - 2010
UBS Financial Services 1995 - 1999
UBS Financial Services 1993 - 1995
Skills
Strategy, Program Management, Management, Change Management, Project Management, Deferred Compensation, Leadership, Analytics, Project Planning, Relationship Management, Wealth Management, Business Strategy, Financial Modeling, Personnel Management, Payroll, Human Resources, Performance Management, Business Process..., Finance, Strategic Planning, Recruiting, Sourcing, Training, Onboarding, PeopleSoft, Financial Services, Vendor Management, Mergers & Acquisitions, Risk Management, Series 63, Series 7, Securities, Equities, Mutual Funds
Education
Lehigh University - College of Business and Economics
BS, Accounting
Montclair State University
BaChloe of Science, Food Science
Ursinus College
Economics
Alan Feldman's UBS Financial Services Experience July 2005 - Present
Job SR. VP UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services July 2005 - Present
Education
Lafayette College 1959 — 1963
UBS Financial Services July 2005 - Present
Education
Lafayette College 1959 — 1963
Wayne Rothstein's UBS Financial Services Experience 2010 - 2011
Job Temp Analyst at Yorkson Legal/Prudential
Industry Financial Services
Experience
Yorkson Legal/Prudential August 2014 - Present
Prudential Financial 2014 - Present
Prudential Financial 2014 - 2014
Prudential Financial 2014 - 2014
UBS Financial Services 2010 - 2011
Morgan Stanley/Morgan Stanley Smith Barney (Pride Technologies LLC) Financial Services 2000 - 2010
Morgan Stanley & CO Inc. 2000 - 2009
Smith Barney 1992 - 2000
Securities Settlement Corp 1989 - 1991
Skills
Restricted Stock, FAS 123R, Options, FAS 5, Financial Risk, Wealth Management, Equities, Securities, Trading, Finance, Mutual Funds, Investments, Financial Services, Loans, Fixed Income, Series 63, Asset Management, Credit Risk, Hedge Funds, Alternative Investments, Portfolio Management, Capital Markets
Education
Long Island University, C.W. Post Campus
BS, Marketing
New York University
Cerificate, Paralegal Studies
Yorkson Legal/Prudential August 2014 - Present
Prudential Financial 2014 - Present
Prudential Financial 2014 - 2014
Prudential Financial 2014 - 2014
UBS Financial Services 2010 - 2011
Morgan Stanley/Morgan Stanley Smith Barney (Pride Technologies LLC) Financial Services 2000 - 2010
Morgan Stanley & CO Inc. 2000 - 2009
Smith Barney 1992 - 2000
Securities Settlement Corp 1989 - 1991
Skills
Restricted Stock, FAS 123R, Options, FAS 5, Financial Risk, Wealth Management, Equities, Securities, Trading, Finance, Mutual Funds, Investments, Financial Services, Loans, Fixed Income, Series 63, Asset Management, Credit Risk, Hedge Funds, Alternative Investments, Portfolio Management, Capital Markets
Education
Long Island University, C.W. Post Campus
BS, Marketing
New York University
Cerificate, Paralegal Studies
Deborah Carmody's UBS Financial Services Experience January 2000 - April 2009
Job Manager, Internal Meetings and Events at PwC
Industry Hospitality
Experience
PwC October 2011 - Present
Prudential Zack February 2011 - January 2013
Mercer 2010 - 2011
UBS FINANCIAL SERVICES January 2000 - April 2009
USA Networks January 1997 - January 2000
ULTRAMAR TRAVEL/SHOWTIME NETWORKS January 1995 - January 1997
BTI TRAVEL/PFIZER PHARMACEUTICALS January 1994 - January 1995
SCHERING PLOUGH CORPORATION January 1983 - January 1994
Skills
Event Planning, Event Management, Vendor Management, Contract Negotiation, Project Management, Program Management, Team Leadership, Training, Project Planning, Leadership, Employee Training, Management, Budgets, Operations Management, Team Building, Change Management
Education
Seton Hall University
Master, Public Administration
Kean University
Bachelor of Arts
PwC October 2011 - Present
Prudential Zack February 2011 - January 2013
Mercer 2010 - 2011
UBS FINANCIAL SERVICES January 2000 - April 2009
USA Networks January 1997 - January 2000
ULTRAMAR TRAVEL/SHOWTIME NETWORKS January 1995 - January 1997
BTI TRAVEL/PFIZER PHARMACEUTICALS January 1994 - January 1995
SCHERING PLOUGH CORPORATION January 1983 - January 1994
Skills
Event Planning, Event Management, Vendor Management, Contract Negotiation, Project Management, Program Management, Team Leadership, Training, Project Planning, Leadership, Employee Training, Management, Budgets, Operations Management, Team Building, Change Management
Education
Seton Hall University
Master, Public Administration
Kean University
Bachelor of Arts
Alice Gill's UBS Financial Services Experience August 2005 - April 2009
Job Client Services Associate
Industry Financial Services
Experience
Woods Associates July 2011 - September 2012
Millennial Group November 2010 - June 2011
UBS Financial Services August 2005 - April 2009
American United Life (One America) 1998 - 2005
Education
Lake Erie College
BA, Economics
Woods Associates July 2011 - September 2012
Millennial Group November 2010 - June 2011
UBS Financial Services August 2005 - April 2009
American United Life (One America) 1998 - 2005
Education
Lake Erie College
BA, Economics
Srinivas Kurella's UBS Financial Services Experience July 2002 - March 2008
Job Vice President Content Management Technologies at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citigroup March 2008 - June 2009
UBS Financial Services July 2002 - March 2008
CoSine Communications July 2000 - June 2002
PaineWebber June 1999 - June 2000
AT&T November 1997 - June 1999
NCR Corporation May 1993 - October 1997
Education
Indian Institute of Technology, Madras
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
New Jersey Institute of Technology
MS, Computer Science
Morgan Stanley Smith Barney June 2009 - Present
Citigroup March 2008 - June 2009
UBS Financial Services July 2002 - March 2008
CoSine Communications July 2000 - June 2002
PaineWebber June 1999 - June 2000
AT&T November 1997 - June 1999
NCR Corporation May 1993 - October 1997
Education
Indian Institute of Technology, Madras
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
New Jersey Institute of Technology
MS, Computer Science
Brian Rorick's UBS Financial Services Experience February 2007 - August 2011
Job CoFounder, Partner Aveo Capital Partners
Industry Financial Services
Experience
Aveo Capital Partners July 2011 - Present
UBS Financial Services February 2007 - August 2011
Merrill Lynch April 2002 - February 2007
Independent Managment Consultant March 1999 - March 2002
Cap Gemini Ernst & Young August 1996 - March 1999
Skills
Wealth Management, Alternative Investments, Retirement Planning, Series 7, Financial Planning, Investments, Finance
Education
Indiana University - Kelley School of Business 1991 — 1996
Bachelors, Accounting & Computer Information Systems
Bishop Dwenger High School 1988 — 1991
Aveo Capital Partners July 2011 - Present
UBS Financial Services February 2007 - August 2011
Merrill Lynch April 2002 - February 2007
Independent Managment Consultant March 1999 - March 2002
Cap Gemini Ernst & Young August 1996 - March 1999
Skills
Wealth Management, Alternative Investments, Retirement Planning, Series 7, Financial Planning, Investments, Finance
Education
Indiana University - Kelley School of Business 1991 — 1996
Bachelors, Accounting & Computer Information Systems
Bishop Dwenger High School 1988 — 1991
Christy Javers's UBS Financial Services Experience August 2008 - May 2009
Job Director of Operations at UroGPO
Industry Hospital & Health Care
Experience
UroGPO October 2014 - Present
Oswald Companies June 2014 - October 2014
Oswald Companies September 2012 - June 2014
City of Gainesville January 2011 - August 2012
Aon Hewitt June 2009 - December 2010
UBS Financial Services August 2008 - May 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Defined Benefit, Financial Analysis, Employee Benefits, Benefits Administration, Pension Administration, Retirement, Project Management
Education
John Carroll University 2006 — 2009
Bachelors of Science, Finance
John Carroll University 2006 — 2009
Bachelor of Science (B.S.), Finance, General
Boler School of Business
Bachelors of Science, Business Administration; Finance
UroGPO October 2014 - Present
Oswald Companies June 2014 - October 2014
Oswald Companies September 2012 - June 2014
City of Gainesville January 2011 - August 2012
Aon Hewitt June 2009 - December 2010
UBS Financial Services August 2008 - May 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Defined Benefit, Financial Analysis, Employee Benefits, Benefits Administration, Pension Administration, Retirement, Project Management
Education
John Carroll University 2006 — 2009
Bachelors of Science, Finance
John Carroll University 2006 — 2009
Bachelor of Science (B.S.), Finance, General
Boler School of Business
Bachelors of Science, Business Administration; Finance
Kristin Conklin's UBS Financial Services Experience June 2009 - August 2009
Job Claim Representative at Disability Management Services, Inc.
Industry Financial Services
Experience
Disability Management Services, Inc. August 2010 - Present
UBS Financial Services June 2009 - August 2009
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
University Of Massachusetts Isenberg School of Management 2006 — 2010
Bachelor of Business Administration, Finance and Operations Management
University of Massachusetts, Amherst 2006 — 2010
BBA, Finance
Disability Management Services, Inc. August 2010 - Present
UBS Financial Services June 2009 - August 2009
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
University Of Massachusetts Isenberg School of Management 2006 — 2010
Bachelor of Business Administration, Finance and Operations Management
University of Massachusetts, Amherst 2006 — 2010
BBA, Finance
Peter Altenburg's UBS Financial Services Experience December 2009 - May 2010
Job Consultant/Epic HB Applications Analyst III at Sutter Health
Industry Hospital & Health Care
Experience
Sutter Health January 2014 - Present
Providence Health & Services April 2012 - December 2013
NYU Medical Center June 2010 - April 2012
UBS Financial Services December 2009 - May 2010
Skills
Microsoft Office, Financial Analysis, Epic Resolute Hospital..., Bloomberg Terminal, Analysis, Data Analysis, Access, Microsoft Excel, Customer Service, Medicare/Medicaid..., Healthcare...
Education
Iona College 2006 — 2010
BBA, Finance
Sutter Health January 2014 - Present
Providence Health & Services April 2012 - December 2013
NYU Medical Center June 2010 - April 2012
UBS Financial Services December 2009 - May 2010
Skills
Microsoft Office, Financial Analysis, Epic Resolute Hospital..., Bloomberg Terminal, Analysis, Data Analysis, Access, Microsoft Excel, Customer Service, Medicare/Medicaid..., Healthcare...
Education
Iona College 2006 — 2010
BBA, Finance
Mucahit Kochan's UBS Financial Services Experience June 2007 - September 2008
Job Phd Candidate in Finance at University of North Texas
Industry Higher Education
Experience
University of North Texas September 2014 - Present
University of North Texas August 2011 - Present
UBS Financial Services June 2007 - September 2008
The University of Texas March 2005 - March 2006
Istanbul Stock Exchange September 2003 - May 2004
Skills
Statistics, SPSS, Research, Data Analysis, Economics, Econometrics, Financial Modeling, Finance, SAS, Stata, Statistical Modeling, Access, PowerPoint, Eviews, Microsoft Excel, Excel, Higher Education
Education
University of North Texas 2012 — 2015
Doctor of Philosophy (PhD), Finance, General
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2009
Master of Science, Accounting and Information Management
Marmara Üniversitesi 2000 — 2004
Bachelor of Science, Econometrics
University of North Texas September 2014 - Present
University of North Texas August 2011 - Present
UBS Financial Services June 2007 - September 2008
The University of Texas March 2005 - March 2006
Istanbul Stock Exchange September 2003 - May 2004
Skills
Statistics, SPSS, Research, Data Analysis, Economics, Econometrics, Financial Modeling, Finance, SAS, Stata, Statistical Modeling, Access, PowerPoint, Eviews, Microsoft Excel, Excel, Higher Education
Education
University of North Texas 2012 — 2015
Doctor of Philosophy (PhD), Finance, General
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2009
Master of Science, Accounting and Information Management
Marmara Üniversitesi 2000 — 2004
Bachelor of Science, Econometrics
Jessica Manuel's UBS Financial Services Experience October 2006 - January 2008
Job Executive Assistant at First Choice Staffing, Inc.
Industry Banking
Experience
First Choice Staffing, Inc. September 2015 - Present
MSCI Inc. September 2014 - May 2015
BlackRock March 2010 - June 2014
ProUnlimited March 2010 - October 2010
Law Office of Sandra Lascari May 2009 - July 2009
UBS FINANCIAL SERVICES October 2006 - January 2008
DRESDNER KLEINWORT WASSERSTEIN October 2005 - July 2006
LEAFSTONE/ CORE STAFFING December 2004 - December 2005
LOGICOMUSA February 2004 - November 2004
GREATER NEW YORK REGIONAL SERVICE April 2001 - May 2003
Skills
Microsoft Office, QuickBooks, Outlook, Lotus Notes, Microsoft Excel, Access, Visio, PowerPoint, Microsoft Word, Projects, Software Packaging, Accounting, Risk Management, Budgets, Leadership, Customer Service, Inventory Management, Project Planning, Purchasing, Human Resources, Recruiting, Invoicing, Administrative..., Executive...
Education
Kean University 2008 — 2010
BS Degree, Accounting
HUDSON COUNTY COMMUNITY COLLEGE 2001 — 2004
Associates, Office System Technology
First Choice Staffing, Inc. September 2015 - Present
MSCI Inc. September 2014 - May 2015
BlackRock March 2010 - June 2014
ProUnlimited March 2010 - October 2010
Law Office of Sandra Lascari May 2009 - July 2009
UBS FINANCIAL SERVICES October 2006 - January 2008
DRESDNER KLEINWORT WASSERSTEIN October 2005 - July 2006
LEAFSTONE/ CORE STAFFING December 2004 - December 2005
LOGICOMUSA February 2004 - November 2004
GREATER NEW YORK REGIONAL SERVICE April 2001 - May 2003
Skills
Microsoft Office, QuickBooks, Outlook, Lotus Notes, Microsoft Excel, Access, Visio, PowerPoint, Microsoft Word, Projects, Software Packaging, Accounting, Risk Management, Budgets, Leadership, Customer Service, Inventory Management, Project Planning, Purchasing, Human Resources, Recruiting, Invoicing, Administrative..., Executive...
Education
Kean University 2008 — 2010
BS Degree, Accounting
HUDSON COUNTY COMMUNITY COLLEGE 2001 — 2004
Associates, Office System Technology
Sean Hoffpauir, MBA's UBS Financial Services Experience May 2007 - September 2009
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Alpha Harvest Wealth Management December 2009 - May 2014
The Schumacher Group February 2013 - July 2013
The Schumacher Group March 2012 - January 2013
UBS Financial Services May 2007 - September 2009
Tsunami Sushi March 2005 - September 2006
First Wall Street, Corp. April 2004 - March 2005
Edward Jones March 2002 - April 2004
Whitney National Bank June 1999 - February 2002
Skills
Finance, Investments, Financial Modeling, Mutual Funds, Financial Services, Investment Strategies, Asset Allocation, Customer Service, Equities, Fixed Income, Retirement, Risk Management, Retirement Planning, Life Insurance, ETFs, Economics, Financial Advisory, Investment Management, Financial Risk, Bonds, Long Term Care Insurance, Tax Free Income
Education
Louisiana State University 2005 — 2009
MBA, Finance
University of Louisiana at Lafayette 1997 — 2001
BS Business Administration, Finance
Acadiana High School 1992 — 1996
High School Diploma, General
Wells Fargo Advisors June 2014 - Present
Alpha Harvest Wealth Management December 2009 - May 2014
The Schumacher Group February 2013 - July 2013
The Schumacher Group March 2012 - January 2013
UBS Financial Services May 2007 - September 2009
Tsunami Sushi March 2005 - September 2006
First Wall Street, Corp. April 2004 - March 2005
Edward Jones March 2002 - April 2004
Whitney National Bank June 1999 - February 2002
Skills
Finance, Investments, Financial Modeling, Mutual Funds, Financial Services, Investment Strategies, Asset Allocation, Customer Service, Equities, Fixed Income, Retirement, Risk Management, Retirement Planning, Life Insurance, ETFs, Economics, Financial Advisory, Investment Management, Financial Risk, Bonds, Long Term Care Insurance, Tax Free Income
Education
Louisiana State University 2005 — 2009
MBA, Finance
University of Louisiana at Lafayette 1997 — 2001
BS Business Administration, Finance
Acadiana High School 1992 — 1996
High School Diploma, General
Jessica Shaughnessy's UBS Financial Services Experience Registered CSAMerrill LynchAugust 2006 - December 2008
Job Registered CSA at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services Registered CSAMerrill LynchAugust 2006 - December 2008
Education
Marist College 1997 — 2000
BS, Business Administration/Finance
UBS Financial Services Registered CSAMerrill LynchAugust 2006 - December 2008
Education
Marist College 1997 — 2000
BS, Business Administration/Finance
Micheline Craw's UBS Financial Services Experience August 2006 - December 2010
Job Operations Manager at Nike, Inc.
Industry Apparel & Fashion
Experience
Nike November 2014 - Present
Nike November 2011 - November 2014
Paulson Wealth Advisors 2011 - 2011
UBS Financial Services August 2006 - December 2010
Morgan Stanley Dean Witter October 1999 - August 2006
Nevada Hand Inc. March 2003 - July 2005
Skills
Budgets, Program Management, Training, Investments, Project Planning, Auditing, Management, Marketing Strategy, Vendor Management, Process Improvement
Education
University of Oregon - Charles H. Lundquist College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Executive MBA
Linfield College 2011 — 2012
Post Baccalaureate, Accounting
University of Nevada-Reno 1992 — 1996
BS, Mathematics
Nike November 2014 - Present
Nike November 2011 - November 2014
Paulson Wealth Advisors 2011 - 2011
UBS Financial Services August 2006 - December 2010
Morgan Stanley Dean Witter October 1999 - August 2006
Nevada Hand Inc. March 2003 - July 2005
Skills
Budgets, Program Management, Training, Investments, Project Planning, Auditing, Management, Marketing Strategy, Vendor Management, Process Improvement
Education
University of Oregon - Charles H. Lundquist College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Executive MBA
Linfield College 2011 — 2012
Post Baccalaureate, Accounting
University of Nevada-Reno 1992 — 1996
BS, Mathematics
Gerald Salemi's UBS Financial Services Experience 2007 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS July 2007 - Present
UBS Financial Services 2007 - Present
Skills
Risk Management, Fixed Income, Wealth Management, Investment Banking, Investments, Capital Markets, Securities, Derivatives, Equities, Portfolio Management, Hedge Funds, Banking
Education
LIU Brooklyn 1966 — 1970
Bachelor of Science, Accounting and Finance
UBS July 2007 - Present
UBS Financial Services 2007 - Present
Skills
Risk Management, Fixed Income, Wealth Management, Investment Banking, Investments, Capital Markets, Securities, Derivatives, Equities, Portfolio Management, Hedge Funds, Banking
Education
LIU Brooklyn 1966 — 1970
Bachelor of Science, Accounting and Finance
Thomas Goth's UBS Financial Services Experience March 2008 - Present
Job Senior Vice President Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services March 2008 - Present
Skills
Series 7, Series 63, Series 65
Education
Lamar University 1977 — 1980
Masters in Business Administration
Lamar University 1973 — 1977
Bachelor in Business Management
UBS Financial Services March 2008 - Present
Skills
Series 7, Series 63, Series 65
Education
Lamar University 1977 — 1980
Masters in Business Administration
Lamar University 1973 — 1977
Bachelor in Business Management
Lynley R. Cavanaugh's UBS Financial Services Experience June 2007 - December 2007
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 2009 - Present
Oppenheimer & Co. Inc. March 2009 - Present
Stanford Financial Group August 2008 - March 2009
UBS Financial Services June 2007 - December 2007
UBS Financial Services August 2000 - May 2007
J.C. Bradford & Co. April 1996 - August 2000
Skills
Financial Services, Securities, Wealth Management...
Education
Mary Baldwin College 1980 — 1984
B.A. Economics/French
St. Catherine's School
Oppenheimer & Co. Inc. March 2009 - Present
Oppenheimer & Co. Inc. March 2009 - Present
Stanford Financial Group August 2008 - March 2009
UBS Financial Services June 2007 - December 2007
UBS Financial Services August 2000 - May 2007
J.C. Bradford & Co. April 1996 - August 2000
Skills
Financial Services, Securities, Wealth Management...
Education
Mary Baldwin College 1980 — 1984
B.A. Economics/French
St. Catherine's School
Christina Ferrelli's UBS Financial Services Experience March 2013 - Present
Job at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2014 - Present
UBS Financial Services March 2013 - Present
Morgan Stanley Smith Barney August 2010 - March 2013
Skills
Customer Service, Series 7, Series 66, Organization, Creative Problem Solving, Conflict Resolution
Education
Marist College
Bachelor's degree, Finance, General
RBC Wealth Management November 2014 - Present
UBS Financial Services March 2013 - Present
Morgan Stanley Smith Barney August 2010 - March 2013
Skills
Customer Service, Series 7, Series 66, Organization, Creative Problem Solving, Conflict Resolution
Education
Marist College
Bachelor's degree, Finance, General
Nicholas Pellegrini's UBS Financial Services Experience May 2014 - October 2014
Job Assurance Associate at McGladrey
Industry Accounting
Experience
UBS Financial Services May 2014 - October 2014
McGladrey June 2013 - August 2013
Essex County Club May 2012 - September 2012
Boston Convention Marketing Center May 2010 - September 2011
Skills
Strategic Planning, Microsoft Office, OS X, Project Management, Problem Solving, Public Speaking, MS Office, PowerPoint, Time Management, Marketing Strategy, Training, Sales, Accounting, Microsoft Word, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Cum Laude
UBS Financial Services May 2014 - October 2014
McGladrey June 2013 - August 2013
Essex County Club May 2012 - September 2012
Boston Convention Marketing Center May 2010 - September 2011
Skills
Strategic Planning, Microsoft Office, OS X, Project Management, Problem Solving, Public Speaking, MS Office, PowerPoint, Time Management, Marketing Strategy, Training, Sales, Accounting, Microsoft Word, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Cum Laude
Rick Sachse's UBS Financial Services Experience June 2012 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2012 - Present
Global Traffic Technologies, LLC June 2007 - April 2011
3M Company 1982 - 2007
Education
Lehigh University
B.S, Chemical Engineering
University of Minnesota - Carlson School of Management
MBA, Marketing
UBS Financial Services June 2012 - Present
Global Traffic Technologies, LLC June 2007 - April 2011
3M Company 1982 - 2007
Education
Lehigh University
B.S, Chemical Engineering
University of Minnesota - Carlson School of Management
MBA, Marketing
Peter Bado's UBS Financial Services Experience 1996 - 2006
Job Chief Legal Officer & Corporate Secretary at Thrivent Investment Management Inc.
Industry Law Practice
Experience
Thrivent Investment Management Inc. November 2014 - Present
Thrivent Investment Management Inc. Inc 2007 - 2014
Dorsey & Whitney LLP, Am Law 50 law firm 2006 - 2007
UBS Financial Services 1996 - 2006
Adams, Duque & Hazeltine, 200+ attorney California-based law firm 1989 - 1996
US Securities and Exchange Commission 1985 - 1989
Skills
Securities Regulation, Securities, FINRA, Litigation, Arbitration, Corporate Governance, Corporate Law, Securities Litigation, Risk Management, Commercial Litigation
Education
Loyola Law School, Loyola Marymount University
Juris Doctor, Law
University of California, Santa Barbara
Bachelor of Arts (BA), Accounting & Economics
Thrivent Investment Management Inc. November 2014 - Present
Thrivent Investment Management Inc. Inc 2007 - 2014
Dorsey & Whitney LLP, Am Law 50 law firm 2006 - 2007
UBS Financial Services 1996 - 2006
Adams, Duque & Hazeltine, 200+ attorney California-based law firm 1989 - 1996
US Securities and Exchange Commission 1985 - 1989
Skills
Securities Regulation, Securities, FINRA, Litigation, Arbitration, Corporate Governance, Corporate Law, Securities Litigation, Risk Management, Commercial Litigation
Education
Loyola Law School, Loyola Marymount University
Juris Doctor, Law
University of California, Santa Barbara
Bachelor of Arts (BA), Accounting & Economics
Gretchen Hargroder's UBS Financial Services Experience August 1997 - Present
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 1997 - Present
UBS Financial Services August 1997 - Present
Education
Lamar University
Bachelor
UBS Wealth Management August 1997 - Present
UBS Financial Services August 1997 - Present
Education
Lamar University
Bachelor
Kenneth Fistel's UBS Financial Services Experience January 2001 - July 2011
Job Financial Services Professional
Industry Financial Services
Experience
UBS Financial Services January 2001 - July 2011
Depository Trust and Clearing Corporation March 1998 - January 2001
Law Firm of Epstein and Cresci September 1997 - March 1998
Education
Kingsborough Community College 1973 — 1975
associates, liberal arts
UBS Financial Services January 2001 - July 2011
Depository Trust and Clearing Corporation March 1998 - January 2001
Law Firm of Epstein and Cresci September 1997 - March 1998
Education
Kingsborough Community College 1973 — 1975
associates, liberal arts
Martha Wislocki's UBS Financial Services Experience June 2014 - Present
Job Registered Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2014 - Present
UBS Financial Services February 2014 - May 2014
Central Ave Nissan, Inc. August 2012 - May 2014
SUMA Federal Credit Union June 2011 - July 2011
Education
Iona College 2010 — 2014
Bachelor of Business Administration (BBA), International Business/Finance, Summa Cum Laude
The Ursuline School 2006 — 2010
High School Diploma
UBS Financial Services June 2014 - Present
UBS Financial Services February 2014 - May 2014
Central Ave Nissan, Inc. August 2012 - May 2014
SUMA Federal Credit Union June 2011 - July 2011
Education
Iona College 2010 — 2014
Bachelor of Business Administration (BBA), International Business/Finance, Summa Cum Laude
The Ursuline School 2006 — 2010
High School Diploma
Joseph Vanesian Jr.'s UBS Financial Services Experience January 2012 - May 2012
Job Loan Processing Assistant at Leader Bank
Industry Financial Services
Experience
Leader Bank July 2012 - October 2013
UBS Financial Services January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SAS Regression Software, Conversational Spanish, Encompass360 Software, Calyx Point
Education
Providence College 2008 — 2012
Bachelor of Arts (B.A.), Quantitative Economics
Macquarie University 2011 — 2011
Econometrics and Quantitative Economics
Leader Bank July 2012 - October 2013
UBS Financial Services January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SAS Regression Software, Conversational Spanish, Encompass360 Software, Calyx Point
Education
Providence College 2008 — 2012
Bachelor of Arts (B.A.), Quantitative Economics
Macquarie University 2011 — 2011
Econometrics and Quantitative Economics
Nakeya Fair's UBS Financial Services Experience February 2005 - April 2009
Job Office
Industry Financial Services
Experience
Morgan Stanley (Asset Staffing) April 2011 - July 2012
UBS Financial Services February 2005 - April 2009
Mellon HR & Investor Solutions February 2003 - February 2005
Skills
Mutual Funds, Financial Advisor..., IRAs, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Qualified Retirement..., SOX 404, Employee Benefits, COBRA, HIPAA, 529 College Plans
Education
Hudson County Community College 2009 — 2011
Accounting
Morgan Stanley (Asset Staffing) April 2011 - July 2012
UBS Financial Services February 2005 - April 2009
Mellon HR & Investor Solutions February 2003 - February 2005
Skills
Mutual Funds, Financial Advisor..., IRAs, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Qualified Retirement..., SOX 404, Employee Benefits, COBRA, HIPAA, 529 College Plans
Education
Hudson County Community College 2009 — 2011
Accounting
mark eberhardt's UBS Financial Services Experience 1994 - 2000
Job Founder and President at Good Vibrations, LLC
Industry Retail
Experience
Good Vibrations, LLC 2010 - Present
Smarte Carte, Inc. 2008 - 2010
First Class Seats, Inc. 1994 - 2008
UBS Financial Services 1994 - 2000
Robert W. Baird 1988 - 1994
Skills
Social Networking, Blogging, E-commerce, Social Media, Social Media Marketing, Customer Service, Online Marketing, Web Analytics, SEO, Marketing Strategy, Operations Management, Contract Negotiation, Strategic Planning, Negotiation
Education
University of Wisconsin, Kenosha, WI
Indiana University-Purdue University at Indianapolis
Pike High School, Indianapolis, IN
University of Wisconsin-Milwaukee
Good Vibrations, LLC 2010 - Present
Smarte Carte, Inc. 2008 - 2010
First Class Seats, Inc. 1994 - 2008
UBS Financial Services 1994 - 2000
Robert W. Baird 1988 - 1994
Skills
Social Networking, Blogging, E-commerce, Social Media, Social Media Marketing, Customer Service, Online Marketing, Web Analytics, SEO, Marketing Strategy, Operations Management, Contract Negotiation, Strategic Planning, Negotiation
Education
University of Wisconsin, Kenosha, WI
Indiana University-Purdue University at Indianapolis
Pike High School, Indianapolis, IN
University of Wisconsin-Milwaukee
Lauren Guidry's UBS Financial Services Experience 2010 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
UBS Financial Services 2010 - 2010
Education
Louisiana State University 2011 — 2013
Bachelor of Science (BS), Psychology
University of South Carolina-Columbia 2005 — 2006
UBS Financial Services 2010 - 2010
Education
Louisiana State University 2011 — 2013
Bachelor of Science (BS), Psychology
University of South Carolina-Columbia 2005 — 2006
Joseph Sforza's UBS Financial Services Experience May 2013 - June 2013
Job Student at Juniata College
Industry Financial Services
Experience
UBS Financial Services May 2013 - June 2013
North Hunterdon Physician Associates June 2012 - August 2012
Skills
Finance, Microsoft Excel, Data Entry, Market Research, Administration, Microsoft Office, Management, Microsoft Word, Leadership, PowerPoint
Education
Juniata College 2010 — 2014
Bachelor of Science (BS), Accounting
Juniata College 2010 — 2014
Bachelor of Science, Liberal Arts; Accounting
UBS Financial Services May 2013 - June 2013
North Hunterdon Physician Associates June 2012 - August 2012
Skills
Finance, Microsoft Excel, Data Entry, Market Research, Administration, Microsoft Office, Management, Microsoft Word, Leadership, PowerPoint
Education
Juniata College 2010 — 2014
Bachelor of Science (BS), Accounting
Juniata College 2010 — 2014
Bachelor of Science, Liberal Arts; Accounting
Irene Setiawan's UBS Financial Services Experience 2002 - 2004
Job VP at JPMorgan Chase & Co.
Industry Financial Services
Experience
Keikuki Cakes 2014 - Present
JPMorgan Chase & Co. 2006 - 2010
Standard Chartered Bank 2004 - 2006
UBS Financial Services 2002 - 2004
Education
International Culinary Center 2015 — 2015
Cake Design and Technique
University of Washington 1999 — 2001
Bachelor’s Degree, Double Major Finance and Management Information Systems
Keikuki Cakes 2014 - Present
JPMorgan Chase & Co. 2006 - 2010
Standard Chartered Bank 2004 - 2006
UBS Financial Services 2002 - 2004
Education
International Culinary Center 2015 — 2015
Cake Design and Technique
University of Washington 1999 — 2001
Bachelor’s Degree, Double Major Finance and Management Information Systems
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS