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
Tonye Garrick Tonye Garrick's UBS Financial Services Experience December 2006 - April 2007
Job Performing Artist
Industry Entertainment
Experience
Deloitte Consulting LLP May 2009 - January 2013
BearingPoint Inc, Public Services July 2007 - May 2009
UBS Financial Services December 2006 - April 2007
UBS December 2005 - March 2007
Elizabeth Arden December 2003 - December 2005
Skills
Financial Reporting, Analysis, Accounts Receivable, Management, Financial Analysis, Internal Audit, Training
Education
Marymount University 2002 — 2005
BA, International Business
Marymount University, School of Business
Bachelor of Arts, International Business
Deloitte Consulting LLP May 2009 - January 2013
BearingPoint Inc, Public Services July 2007 - May 2009
UBS Financial Services December 2006 - April 2007
UBS December 2005 - March 2007
Elizabeth Arden December 2003 - December 2005
Skills
Financial Reporting, Analysis, Accounts Receivable, Management, Financial Analysis, Internal Audit, Training
Education
Marymount University 2002 — 2005
BA, International Business
Marymount University, School of Business
Bachelor of Arts, International Business
Eva Coutermarsh Eva Coutermarsh's UBS Financial Services Experience July 2004 - May 2009
Job Director, Branch Development at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
Edward Jones February 2011 - April 2013
Merrill Lynch December 2009 - February 2011
UBS Financial Services July 2004 - May 2009
Westaff March 2003 - July 2004
Hollister, Inc March 2001 - March 2003
KNF&T April 1998 - March 2001
Associated Staffing November 1993 - February 1998
Education
Massachusetts College of Liberal Arts 1985 — 1990
BA
Andover High School 1983 — 1985
Edward Jones April 2013 - Present
Edward Jones February 2011 - April 2013
Merrill Lynch December 2009 - February 2011
UBS Financial Services July 2004 - May 2009
Westaff March 2003 - July 2004
Hollister, Inc March 2001 - March 2003
KNF&T April 1998 - March 2001
Associated Staffing November 1993 - February 1998
Education
Massachusetts College of Liberal Arts 1985 — 1990
BA
Andover High School 1983 — 1985
Davanh Kitchens, MBA's UBS Financial Services Experience December 2010 - March 2014
Job IT Business Analyst
Industry Information Technology and Services
Experience
UBS March 2014 - Present
UBS financial services December 2010 - March 2014
THIDA THAI RESTAURANT November 2011 - March 2013
Lightning Source, Inc April 2006 - June 2008
Skills
Financial Analysis, Financial Modeling, Finance, Business Analysis, Strategic Planning, Process Improvement, Corporate Actions, Equity Research, Stock Option, Fixed Income, Microsoft Excel, Technical Analysis, Equities, Investments, Mergers, Portfolio Management, Strategy, Analysis, Microsoft Office
Education
Middle Tennessee State University 2008 — 2010
Master of Business Administration, Financial Economics
National University of Laos 1999 — 2004
Bachelor of Art, Management
UBS March 2014 - Present
UBS financial services December 2010 - March 2014
THIDA THAI RESTAURANT November 2011 - March 2013
Lightning Source, Inc April 2006 - June 2008
Skills
Financial Analysis, Financial Modeling, Finance, Business Analysis, Strategic Planning, Process Improvement, Corporate Actions, Equity Research, Stock Option, Fixed Income, Microsoft Excel, Technical Analysis, Equities, Investments, Mergers, Portfolio Management, Strategy, Analysis, Microsoft Office
Education
Middle Tennessee State University 2008 — 2010
Master of Business Administration, Financial Economics
National University of Laos 1999 — 2004
Bachelor of Art, Management
Thomas Haubenreich's UBS Financial Services Experience July 2010 - September 2010
Job Associate at M4 Capital Management
Industry Financial Services
Experience
M4 Capital Management January 2015 - Present
Ellwood Associates November 2011 - December 2014
HFR, Inc November 2010 - November 2011
UBS Financial Services July 2010 - September 2010
Skills
Investments, Finance, Microsoft Office, Financial Analysis, Hedge Funds, Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Leadership
Education
Michigan State University 2006 — 2010
Bachelors Degree, Finance, Entrepreneurship
Brother Rice High School 2002 — 2006
M4 Capital Management January 2015 - Present
Ellwood Associates November 2011 - December 2014
HFR, Inc November 2010 - November 2011
UBS Financial Services July 2010 - September 2010
Skills
Investments, Finance, Microsoft Office, Financial Analysis, Hedge Funds, Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Leadership
Education
Michigan State University 2006 — 2010
Bachelors Degree, Finance, Entrepreneurship
Brother Rice High School 2002 — 2006
Adam C. Armstrong's UBS Financial Services Experience June 2010 - December 2010
Job Trader at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2012 - October 2014
AXA Advisors June 2011 - June 2012
RBC Wealth Management January 2011 - April 2011
UBS Financial Services June 2010 - December 2010
Lerner Health and Wellness Center September 2007 - December 2010
Ace Ticket Inc January 2007 - January 2009
Skills
Finance, Investments, Asset Management, Retirement Planning, Relationship Management, Trading, Microsoft Office, Bloomberg Terminal, Eze Castle
Education
The George Washington University 2007 — 2011
BA, Economics
Newton South High School 2003 — 2007
HS, n/a
Massachusetts College of Art and Design
Fisher Investments September 2012 - October 2014
AXA Advisors June 2011 - June 2012
RBC Wealth Management January 2011 - April 2011
UBS Financial Services June 2010 - December 2010
Lerner Health and Wellness Center September 2007 - December 2010
Ace Ticket Inc January 2007 - January 2009
Skills
Finance, Investments, Asset Management, Retirement Planning, Relationship Management, Trading, Microsoft Office, Bloomberg Terminal, Eze Castle
Education
The George Washington University 2007 — 2011
BA, Economics
Newton South High School 2003 — 2007
HS, n/a
Massachusetts College of Art and Design
Alex J Galanides Alex J Galanides's UBS Financial Services Experience July 1997 - August 2005
Job Senior Help Desk Analyst(Tier 2)
Industry Information Technology and Services
Experience
HCL Technologies June 2012 - Present
Support Space January 2010 - July 2012
My Computer Career August 2011 - May 2012
JK HARRIS & CO June 2009 - November 2009
Anderson & Strudwick August 2005 - November 2008
UBS FINANCIAL SERVICES July 1997 - August 2005
SANDLER FOODS April 1993 - June 1997
NC Farm Bureau February 1985 - April 1993
Skills
Security, Management, Networking, Account Management, Windows Server, Cold Calling, Customer Service, Troubleshooting, Technical Recruiting, New Business Development, System Administration, Sales, Microsoft Office, Active Directory, Business Development, Technical Support, Consulting
Education
North Carolina State University 1982 — 1991
BA, Business Management and Communications
NC State University
Bachelors, Business Management/Communications
Norfolk Academy
HCL Technologies June 2012 - Present
Support Space January 2010 - July 2012
My Computer Career August 2011 - May 2012
JK HARRIS & CO June 2009 - November 2009
Anderson & Strudwick August 2005 - November 2008
UBS FINANCIAL SERVICES July 1997 - August 2005
SANDLER FOODS April 1993 - June 1997
NC Farm Bureau February 1985 - April 1993
Skills
Security, Management, Networking, Account Management, Windows Server, Cold Calling, Customer Service, Troubleshooting, Technical Recruiting, New Business Development, System Administration, Sales, Microsoft Office, Active Directory, Business Development, Technical Support, Consulting
Education
North Carolina State University 1982 — 1991
BA, Business Management and Communications
NC State University
Bachelors, Business Management/Communications
Norfolk Academy
Jason Keele, CFP® Jason Keele, CFP®'s UBS Financial Services Experience November 2003 - Present
Job Banking Solutions Consultant at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2003 - Present
UBS Financial Services March 2008 - March 2009
Merrill Lynch June 1999 - November 2003
JP Morgan Chase (FKA NBD Bank and Bank One) August 1995 - June 1999
Skills
Series 7, Wealth Management, Investment Strategies, Series 66, Series 9, Series 10, Banking, Private Banking, Finance, Commercial Lending, Loans, Mortgage Lending, Mutual Funds, Uniform Combined State..., FINRA
Education
Miami University 1991 — 1995
B.S., Finance, Economics
Miami University 1991 — 1995
Finance, General
UBS Financial Services November 2003 - Present
UBS Financial Services March 2008 - March 2009
Merrill Lynch June 1999 - November 2003
JP Morgan Chase (FKA NBD Bank and Bank One) August 1995 - June 1999
Skills
Series 7, Wealth Management, Investment Strategies, Series 66, Series 9, Series 10, Banking, Private Banking, Finance, Commercial Lending, Loans, Mortgage Lending, Mutual Funds, Uniform Combined State..., FINRA
Education
Miami University 1991 — 1995
B.S., Finance, Economics
Miami University 1991 — 1995
Finance, General
Greg Sharpe Greg Sharpe's UBS Financial Services Experience April 2008 - September 2009
Job Event Promotion at First Clutch Motorsports, LLC.
Industry Automotive
Experience
First Clutch Motorsports, LLC. April 2007 - Present
First Clutch Motorsports, LLC. July 2005 - Present
Starbucks September 2010 - August 2014
UBS Financial Services April 2008 - September 2009
Vinik Marine, Inc May 2006 - December 2007
Xtreme Machines, Inc. November 2005 - May 2006
Team Pro-Motion, Inc. August 2004 - November 2005
Rallispec, Ltd. March 2002 - August 2004
Skills
Employee Training, Finance, Human Resources, Employee Benefits, Portfolio Management, Mutual Funds, Time Management, Microsoft Office, Customer Satisfaction, Equities, Forecasting, Asset Allocation, Strategic Planning, Customer Service, Payroll, Financial Services, Trading, Financial Risk, Investment Strategies, Freelance Writing, Motorsports Event..., Automotive Aftermarket, Automotive Custom..., Investments, Project Management, Project Planning, Management, Sales, Analysis, Public Speaking
Education
Rowan University 1997 — 2000
B.A. Liberal Studies, Math & Science specialization, Physics, Math, Education
Middlesex County College 1994 — 1997
A.S. Mechanical Engineering, CADD, Statics, Processes
First Clutch Motorsports, LLC. April 2007 - Present
First Clutch Motorsports, LLC. July 2005 - Present
Starbucks September 2010 - August 2014
UBS Financial Services April 2008 - September 2009
Vinik Marine, Inc May 2006 - December 2007
Xtreme Machines, Inc. November 2005 - May 2006
Team Pro-Motion, Inc. August 2004 - November 2005
Rallispec, Ltd. March 2002 - August 2004
Skills
Employee Training, Finance, Human Resources, Employee Benefits, Portfolio Management, Mutual Funds, Time Management, Microsoft Office, Customer Satisfaction, Equities, Forecasting, Asset Allocation, Strategic Planning, Customer Service, Payroll, Financial Services, Trading, Financial Risk, Investment Strategies, Freelance Writing, Motorsports Event..., Automotive Aftermarket, Automotive Custom..., Investments, Project Management, Project Planning, Management, Sales, Analysis, Public Speaking
Education
Rowan University 1997 — 2000
B.A. Liberal Studies, Math & Science specialization, Physics, Math, Education
Middlesex County College 1994 — 1997
A.S. Mechanical Engineering, CADD, Statics, Processes
Rebekah Allen Rebekah Allen's UBS Financial Services Experience 2008 - 2009
Job Tasting Room Manager at Trinitas Cellars
Industry Wine and Spirits
Experience
Trinitas Cellars September 2014 - Present
Trinitas Cellars January 2014 - August 2014
Trinitas Cellars June 2013 - January 2014
Independent Contractor for Child Development 2009 - May 2013
UBS Financial Services 2008 - 2009
Moody Bible Institute 2005 - 2006
Skills
Childcare, Early Childhood..., Teaching, Child Development, Tutoring, Microsoft Office, Public Speaking, Lesson Planning, Event Planning, Customer Service, Microsoft Word, Time Management, Volunteer Management, Community Outreach
Education
Moody Bible Institute 2004 — 2007
Bachelor of Arts (B.A.), Family Counseling
TEFL Institute 2012 — 2013
TEFL International Certification, Teaching English as a Second or Foreign Language/ESL Language Instructor
Trinitas Cellars September 2014 - Present
Trinitas Cellars January 2014 - August 2014
Trinitas Cellars June 2013 - January 2014
Independent Contractor for Child Development 2009 - May 2013
UBS Financial Services 2008 - 2009
Moody Bible Institute 2005 - 2006
Skills
Childcare, Early Childhood..., Teaching, Child Development, Tutoring, Microsoft Office, Public Speaking, Lesson Planning, Event Planning, Customer Service, Microsoft Word, Time Management, Volunteer Management, Community Outreach
Education
Moody Bible Institute 2004 — 2007
Bachelor of Arts (B.A.), Family Counseling
TEFL Institute 2012 — 2013
TEFL International Certification, Teaching English as a Second or Foreign Language/ESL Language Instructor
John Caroli, CFP John Caroli, CFP's UBS Financial Services Experience 1998 - 2009
Job Partner at BCS Private Wealth Management
Industry Financial Services
Experience
BCS Private Wealth Management June 2009 - Present
UBS Financial Services 1998 - 2009
Robert R Meredith & Co 1996 - 1998
Skills
Hedge Funds, Equities, Wealth Management, Derivatives, Asset Allocation, Estate Planning, Fixed Income, Financial Markets, Capital Markets, Asset Management, Investment Advisory, Securities, Bloomberg, Series 63, Series 7, Alternative Investments, Private Equity, Trading, Mutual Funds, Portfolio Management, Investment Strategies, Investments, Options, Financial Services, Financial Advisory, ETFs, Bonds, Fixed Annuities, Variable Annuities, Strategic Financial..., Equity Trading, Equity Research, Financial Structuring, Wealth, Financial Planning
Education
Tufts University 1991 — 1992
Master of Science (MS), Civil/ Environmental Engineering
Massachusetts Institute of Technology 1990 — 1990
Research Engineer, Environmental Engineering
BCS Private Wealth Management June 2009 - Present
UBS Financial Services 1998 - 2009
Robert R Meredith & Co 1996 - 1998
Skills
Hedge Funds, Equities, Wealth Management, Derivatives, Asset Allocation, Estate Planning, Fixed Income, Financial Markets, Capital Markets, Asset Management, Investment Advisory, Securities, Bloomberg, Series 63, Series 7, Alternative Investments, Private Equity, Trading, Mutual Funds, Portfolio Management, Investment Strategies, Investments, Options, Financial Services, Financial Advisory, ETFs, Bonds, Fixed Annuities, Variable Annuities, Strategic Financial..., Equity Trading, Equity Research, Financial Structuring, Wealth, Financial Planning
Education
Tufts University 1991 — 1992
Master of Science (MS), Civil/ Environmental Engineering
Massachusetts Institute of Technology 1990 — 1990
Research Engineer, Environmental Engineering
Cherie Ferby-Guy's UBS Financial Services Experience September 2011 - December 2011
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
The Men's Wearhouse, Inc May 2012 - June 2014
Marks Paneth & Shron LLP February 2014 - April 2014
UBS Financial Services September 2011 - December 2011
MetLife June 2011 - August 2011
MetLife June 2010 - August 2010
Manhasset Great Neck Hagedorn Community Center July 2009 - August 2009
Skills
Dance, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Sales, Management, Financial Analysis, Negotiation, Accounting, Marketing, Entrepreneurship, Event Planning, Program Management, Account Management, Social Media, Teamwork, Social Media Marketing, Leadership, Business Development, Risk Management, Access, Customer Service, Time Management, Analysis, Social Networking, Training, Team Leadership, Finance, Public Speaking, Facebook, Retail, Inventory Management, Research, Budgets, Strategic Planning, Data Analysis, Recruiting, Event Management, Public Relations, Process Improvement, Fundraising, Marketing Strategy, Advertising, Marketing Communications, Administration
Education
Molloy College 2010 — 2015
Dual Degree Program, M.B.A, Major: Business Management Minor: Finance, Graduate Student
St. Mary's University College in Twickenham, London 2013 — 2013
Business Administration and Management, General and English, Senior
Merrill Lynch June 2014 - Present
The Men's Wearhouse, Inc May 2012 - June 2014
Marks Paneth & Shron LLP February 2014 - April 2014
UBS Financial Services September 2011 - December 2011
MetLife June 2011 - August 2011
MetLife June 2010 - August 2010
Manhasset Great Neck Hagedorn Community Center July 2009 - August 2009
Skills
Dance, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Sales, Management, Financial Analysis, Negotiation, Accounting, Marketing, Entrepreneurship, Event Planning, Program Management, Account Management, Social Media, Teamwork, Social Media Marketing, Leadership, Business Development, Risk Management, Access, Customer Service, Time Management, Analysis, Social Networking, Training, Team Leadership, Finance, Public Speaking, Facebook, Retail, Inventory Management, Research, Budgets, Strategic Planning, Data Analysis, Recruiting, Event Management, Public Relations, Process Improvement, Fundraising, Marketing Strategy, Advertising, Marketing Communications, Administration
Education
Molloy College 2010 — 2015
Dual Degree Program, M.B.A, Major: Business Management Minor: Finance, Graduate Student
St. Mary's University College in Twickenham, London 2013 — 2013
Business Administration and Management, General and English, Senior
John Whedon John Whedon's UBS Financial Services Experience 2009 - Present
Job FTB Financial Services
Industry Financial Services
Experience
UBS Financial Services 2009 - Present
Merrill Lynch 2001 - 2009
Education
Miami University
BS, Business
UBS Financial Services 2009 - Present
Merrill Lynch 2001 - 2009
Education
Miami University
BS, Business
Hima Pandya Hima Pandya's UBS Financial Services Experience November 2006 - Present
Job Financial Reporting Analyst
Industry Financial Services
Experience
UBS Financial Services November 2006 - Present
CIT Group, Inc. March 2006 - November 2006
Parsun Inc August 2002 - March 2004
Education
Northern Illinois University
Bachelors of Science, Finance
UBS Financial Services November 2006 - Present
CIT Group, Inc. March 2006 - November 2006
Parsun Inc August 2002 - March 2004
Education
Northern Illinois University
Bachelors of Science, Finance
Jessica Shegoski Jessica Shegoski's UBS Financial Services Experience June 2007 - May 2012
Job AVP; Global Markets Technology Employee Engagement
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Israel Lacrosse Association December 2014 - Present
CityLax, Inc. December 2013 - Present
Citi August 2012 - May 2015
Citi December 2013 - July 2014
Ultimate Goal Lacrosse June 2010 - July 2012
Muhlenberg College March 2011 - May 2012
UBS Financial Services June 2007 - May 2012
Thomson Reuters June 2011 - August 2011
Financial Women's Association June 2011 - August 2011
Skills
Facebook, Event Planning, PowerPoint, Public Speaking, Social Networking, Data Entry, Microsoft Word, Microsoft Excel, Microsoft Office, Teamwork, Graduate Recruitment, Program Management, Onboarding, Training, Management
Education
Muhlenberg College 2008 — 2012
Bachelor's degree, Economics (Finance Concentration) & History
United International College 2010 — 2011
Political Science
Montgomery High School 2004 — 2008
Bank of America Merrill Lynch June 2015 - Present
Israel Lacrosse Association December 2014 - Present
CityLax, Inc. December 2013 - Present
Citi August 2012 - May 2015
Citi December 2013 - July 2014
Ultimate Goal Lacrosse June 2010 - July 2012
Muhlenberg College March 2011 - May 2012
UBS Financial Services June 2007 - May 2012
Thomson Reuters June 2011 - August 2011
Financial Women's Association June 2011 - August 2011
Skills
Facebook, Event Planning, PowerPoint, Public Speaking, Social Networking, Data Entry, Microsoft Word, Microsoft Excel, Microsoft Office, Teamwork, Graduate Recruitment, Program Management, Onboarding, Training, Management
Education
Muhlenberg College 2008 — 2012
Bachelor's degree, Economics (Finance Concentration) & History
United International College 2010 — 2011
Political Science
Montgomery High School 2004 — 2008
Scott Mercalde's UBS Financial Services Experience 2006 - Present
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services 2006 - Present
Smith Barney 2000 - 2006
Education
Northern Kentucky University
BS
UBS Financial Services 2006 - Present
Smith Barney 2000 - 2006
Education
Northern Kentucky University
BS
Perrie (Douglas) Gibbons, CFP®, CDFA™ Perrie (Douglas) Gibbons, CFP®, CDFA™'s UBS Financial Services Experience October 2000 - September 2008
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst®
Industry Financial Services
Experience
Raymond James Financial Inc. June 2012 - Present
Raymond James Financial Inc. September 2008 - June 2012
UBS Financial Services October 2000 - September 2008
J C Bradford & Co 1994 - 1999
Skills
Securities, Finance, Financial Advisory, Financial Services, Sales, Series 7, Retirement Planning, Wealth Management, Series 63, Asset Allocation, Mutual Funds, Investment Advisory, Time Management, Investments, Strategic Financial...
Education
Middle Tennessee State University 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Fairview High School 1986 — 1990
Raymond James Financial Inc. June 2012 - Present
Raymond James Financial Inc. September 2008 - June 2012
UBS Financial Services October 2000 - September 2008
J C Bradford & Co 1994 - 1999
Skills
Securities, Finance, Financial Advisory, Financial Services, Sales, Series 7, Retirement Planning, Wealth Management, Series 63, Asset Allocation, Mutual Funds, Investment Advisory, Time Management, Investments, Strategic Financial...
Education
Middle Tennessee State University 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Fairview High School 1986 — 1990
Craig Russom Craig Russom's UBS Financial Services Experience December 2007 - April 2009
Job President at OC Motorcycle Shop, LLC
Industry Management Consulting
Experience
OC Motorcycle Shop, LLC November 2012 - Present
Visions Dance Company, LLC September 2012 - Present
Arual Concepts, Inc October 2006 - Present
UBS Financial Services December 2007 - April 2009
Mountain Quest Sports, Inc August 1998 - April 2006
Skills
Financial Analysis, Forecasting, Business Planning, Analysis, Strategic Financial..., Project Implementation, New Business Development, Business Management, Management, Budgets, Leadership, Project Management, Finance
Education
Miami University Graduate School 1993 — 1994
Miami University 1990 — 1994
BA
Miami University 1990 — 1994
Bachelor of Science
OC Motorcycle Shop, LLC November 2012 - Present
Visions Dance Company, LLC September 2012 - Present
Arual Concepts, Inc October 2006 - Present
UBS Financial Services December 2007 - April 2009
Mountain Quest Sports, Inc August 1998 - April 2006
Skills
Financial Analysis, Forecasting, Business Planning, Analysis, Strategic Financial..., Project Implementation, New Business Development, Business Management, Management, Budgets, Leadership, Project Management, Finance
Education
Miami University Graduate School 1993 — 1994
Miami University 1990 — 1994
BA
Miami University 1990 — 1994
Bachelor of Science
Lisa Pintal Lisa Pintal's UBS Financial Services Experience August 2007 - September 2010
Job Owner at Designate Office Services
Industry Consumer Services
Experience
Designate Office Services January 2012 - Present
UBS Financial Services August 2007 - September 2010
Smith Barney June 2007 - August 2007
RBC Dain Rauscher February 2004 - June 2007
Fahnstock & Co. Inc February 2003 - May 2003
Bear Stearns & Co November 2000 - January 2003
Sacks Fifth Avenue May 2000 - November 2000
Signature GreensKeeping August 1999 - May 2000
Morgan Stanley April 1997 - August 1999
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Series 63, Strategic Financial..., Securities, Mutual Funds, Investment Advisory, Asset Allocation, Equities, Fixed Annuities, Portfolio Management, Asset Managment, Fixed Income, Financial Planning
Education
New England College
Business Management / Psychology; Biology /Nutrition
UMass
Designate Office Services January 2012 - Present
UBS Financial Services August 2007 - September 2010
Smith Barney June 2007 - August 2007
RBC Dain Rauscher February 2004 - June 2007
Fahnstock & Co. Inc February 2003 - May 2003
Bear Stearns & Co November 2000 - January 2003
Sacks Fifth Avenue May 2000 - November 2000
Signature GreensKeeping August 1999 - May 2000
Morgan Stanley April 1997 - August 1999
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Series 63, Strategic Financial..., Securities, Mutual Funds, Investment Advisory, Asset Allocation, Equities, Fixed Annuities, Portfolio Management, Asset Managment, Fixed Income, Financial Planning
Education
New England College
Business Management / Psychology; Biology /Nutrition
UMass
William E. Wymer, Ph.D. William E. Wymer, Ph.D.'s UBS Financial Services Experience January 2000 - July 2006
Job Manager, Human Capital Analytics
Industry Financial Services
Experience
Vanguard November 2012 - Present
TD Ameritrade August 2006 - December 2011
UBS Financial Services January 2000 - July 2006
Merrill Lynch 1994 - 2000
Skills
Analytics, Strategy, Competitive Analysis, workforce analytics, Market Research, Segmentation, Business Intelligence, Strategic Planning, Wealth Management, Analysis, Competitive Intelligence, Management, Business Strategy, Financial Services, Business Analysis, Organizational..., Customer Insight, Product Development, Consulting, Change Management, Customer Satisfaction..., Organizational Behavior, Marketing, Employee Engagement, Customer Satisfaction, Organizational Change, Organizational..., Product Design, Product Strategy, Client Expereince, Persona Development, CRPC, Workforce Planning
Education
New College of Florida
Bachelor of Arts (B.A.)
University of South Florida
PhD
University of South Florida
MA
Vanguard November 2012 - Present
TD Ameritrade August 2006 - December 2011
UBS Financial Services January 2000 - July 2006
Merrill Lynch 1994 - 2000
Skills
Analytics, Strategy, Competitive Analysis, workforce analytics, Market Research, Segmentation, Business Intelligence, Strategic Planning, Wealth Management, Analysis, Competitive Intelligence, Management, Business Strategy, Financial Services, Business Analysis, Organizational..., Customer Insight, Product Development, Consulting, Change Management, Customer Satisfaction..., Organizational Behavior, Marketing, Employee Engagement, Customer Satisfaction, Organizational Change, Organizational..., Product Design, Product Strategy, Client Expereince, Persona Development, CRPC, Workforce Planning
Education
New College of Florida
Bachelor of Arts (B.A.)
University of South Florida
PhD
University of South Florida
MA
Kerrie Bronwasser's UBS Financial Services Experience January 2000 - February 2006
Job Corporate Legal Secretary at Clingen Callow & McLean
Industry Legal Services
Experience
Clingen Callow & McLean September 2013 - Present
Naperville Newcomers and Neighbors Club June 2013 - October 2013
K&L Gates May 2006 - August 2011
UBS Financial Services January 2000 - February 2006
Morgan, Lewis & Bockius LLP March 1991 - December 1999
Ketchum Public Relations 1989 - 1990
Skills
Litigation Support, Pleadings, Research, Commercial Litigation, Outlook, Legal Research, Legal Assistance, Corporate Law, Intellectual Property, Legal Documents
Education
Temple University 1985 — 1987
BA, RTF/Communications
Northampton Community College 1983 — 1985
AA, General Education
Clingen Callow & McLean September 2013 - Present
Naperville Newcomers and Neighbors Club June 2013 - October 2013
K&L Gates May 2006 - August 2011
UBS Financial Services January 2000 - February 2006
Morgan, Lewis & Bockius LLP March 1991 - December 1999
Ketchum Public Relations 1989 - 1990
Skills
Litigation Support, Pleadings, Research, Commercial Litigation, Outlook, Legal Research, Legal Assistance, Corporate Law, Intellectual Property, Legal Documents
Education
Temple University 1985 — 1987
BA, RTF/Communications
Northampton Community College 1983 — 1985
AA, General Education
Karen Elmore Karen Elmore's UBS Financial Services Experience October 2011 - November 2013
Job First Freedom Bank
Industry Financial Services
Experience
First Freedom Bank November 2013 - Present
UBS Financial Services October 2011 - November 2013
Seeking Next Opportunity August 2011 - September 2011
Cracker Barrel Old Country Store, Inc. June 1997 - July 2011
Credit Union 1979 - 1994
Skills
Employee Benefits, Human Resources, PeopleSoft, Payroll, Employee Relations, Benefits Administration, Applicant Tracking..., Deferred Compensation, Analysis, Budgets, Recruiting, Management, Outlook, Microsoft Word, Time Management, Auditing, Finance, Training, Leadership, Accounts Payable
Education
Middle Tennessee State University
Accounting
First Freedom Bank November 2013 - Present
UBS Financial Services October 2011 - November 2013
Seeking Next Opportunity August 2011 - September 2011
Cracker Barrel Old Country Store, Inc. June 1997 - July 2011
Credit Union 1979 - 1994
Skills
Employee Benefits, Human Resources, PeopleSoft, Payroll, Employee Relations, Benefits Administration, Applicant Tracking..., Deferred Compensation, Analysis, Budgets, Recruiting, Management, Outlook, Microsoft Word, Time Management, Auditing, Finance, Training, Leadership, Accounts Payable
Education
Middle Tennessee State University
Accounting
Randi Levy Randi Levy's UBS Financial Services Experience December 2007 - Present
Job Wealth Management Associate
Industry Financial Services
Experience
UBS Financial Services December 2007 - Present
Education
Michigan State University 1974 — 1978
Bachelor of Arts (BA), Business
UBS Financial Services December 2007 - Present
Education
Michigan State University 1974 — 1978
Bachelor of Arts (BA), Business
Lou Listo Lou Listo's UBS Financial Services Experience November 2002 - November 2009
Job IBM Mainframe Software Developer
Industry Computer Software
Experience
RRMac Associates, LLC August 2010 - Present
UBS Financial Services November 2002 - November 2009
Deutsche Bank 1998 - 2002
Skills
IBM Mainframe, Analysis, Software Development, Business Analysis, JCL, Change Management, Production Support, SDLC, Management, Data Center, TSO, COBOL, VSAM, DB2, Requirements Analysis, Integration
Education
Middlesex County College 1981 — 1982
Associates, Computer Science
Stockton University 1974 — 1979
BS, Marine Science
RRMac Associates, LLC August 2010 - Present
UBS Financial Services November 2002 - November 2009
Deutsche Bank 1998 - 2002
Skills
IBM Mainframe, Analysis, Software Development, Business Analysis, JCL, Change Management, Production Support, SDLC, Management, Data Center, TSO, COBOL, VSAM, DB2, Requirements Analysis, Integration
Education
Middlesex County College 1981 — 1982
Associates, Computer Science
Stockton University 1974 — 1979
BS, Marine Science
Lisa Hernandez's UBS Financial Services Experience January 1995 - January 2007
Job Quality Assurance Analyst
Industry Information Technology and Services
Experience
Synchronoss Technolgies Inc August 2014 - February 2015
New York Life Insurance Company October 2013 - March 2014
Sandata Technologies July 2013 - October 2013
Media Math July 2012 - October 2012
Fidelity Investments June 2009 - June 2012
SBLI USA Mutual Life Insurance Co March 2008 - January 2009
UBS Financial Services January 1995 - January 2007
UBS January 1998 - January 1999
UBS January 1995 - January 1998
Skills
Quality Center, QTP, Test Automation, Agile Methodologies, Test Planning, Quality Assurance, Regression Testing, HP Quality Center, Manual Testing, Test Cases, Requirements Analysis
Education
USNETS INSTITUTE OF COMPUTER SCIENCE
New Jersey City University
Synchronoss Technolgies Inc August 2014 - February 2015
New York Life Insurance Company October 2013 - March 2014
Sandata Technologies July 2013 - October 2013
Media Math July 2012 - October 2012
Fidelity Investments June 2009 - June 2012
SBLI USA Mutual Life Insurance Co March 2008 - January 2009
UBS Financial Services January 1995 - January 2007
UBS January 1998 - January 1999
UBS January 1995 - January 1998
Skills
Quality Center, QTP, Test Automation, Agile Methodologies, Test Planning, Quality Assurance, Regression Testing, HP Quality Center, Manual Testing, Test Cases, Requirements Analysis
Education
USNETS INSTITUTE OF COMPUTER SCIENCE
New Jersey City University
David Ecker's UBS Financial Services Experience February 1998 - Present
Job Freelance Certified Fragrance Sales Specialist (C.F.S.S.)
Industry Financial Services
Experience
COTY Inc. August 2015 - Present
The Fragrance Group March 2015 - Present
ILANA JIVAGO INC November 2010 - Present
SNIFFAPALOOZA October 2010 - Present
MICHEL GERMAIN August 2010 - Present
Examiner.com May 2010 - Present
UBS FINANCIAL SERVICES February 1998 - Present
International Cosmetics and Perfumes May 2013 - July 2015
ESTEE LAUDER October 2013 - December 2013
EDP Group July 2010 - July 2011
Skills
Fragrance Specialist, Operations, Sales, Troubleshooting, Prime Brokerage, Event Management, Product Development, Cosmetics, Fragrance, Fashion, Social Media, Merchandising, Retail, Marketing Strategy, Entrepreneurship, Account Management, Marketing, Training, Sales Management, Customer Service, Luxury Goods, Beauty Industry, Skin Care, Visual Merchandising, International Marketing, Social Networking, Brand Development, Brand Management, Market Research, Public Relations, Marketing Communications, Advertising, Online Marketing, Selling, Blogging, Trade Shows, Product Marketing, Public Speaking, Market Planning, Facebook, Email Marketing, Social Media Marketing, E-commerce, Marketing Management, Brand Awareness, Copywriting, Event Planning, Marketing Research, Digital Marketing, Direct Marketing
Education
Montclair State University 1990 — 1994
Bachelor of Arts, Broadcasting with Television Concentration
Fort Lee High School 1987 — 1990
Diploma, English
COTY Inc. August 2015 - Present
The Fragrance Group March 2015 - Present
ILANA JIVAGO INC November 2010 - Present
SNIFFAPALOOZA October 2010 - Present
MICHEL GERMAIN August 2010 - Present
Examiner.com May 2010 - Present
UBS FINANCIAL SERVICES February 1998 - Present
International Cosmetics and Perfumes May 2013 - July 2015
ESTEE LAUDER October 2013 - December 2013
EDP Group July 2010 - July 2011
Skills
Fragrance Specialist, Operations, Sales, Troubleshooting, Prime Brokerage, Event Management, Product Development, Cosmetics, Fragrance, Fashion, Social Media, Merchandising, Retail, Marketing Strategy, Entrepreneurship, Account Management, Marketing, Training, Sales Management, Customer Service, Luxury Goods, Beauty Industry, Skin Care, Visual Merchandising, International Marketing, Social Networking, Brand Development, Brand Management, Market Research, Public Relations, Marketing Communications, Advertising, Online Marketing, Selling, Blogging, Trade Shows, Product Marketing, Public Speaking, Market Planning, Facebook, Email Marketing, Social Media Marketing, E-commerce, Marketing Management, Brand Awareness, Copywriting, Event Planning, Marketing Research, Digital Marketing, Direct Marketing
Education
Montclair State University 1990 — 1994
Bachelor of Arts, Broadcasting with Television Concentration
Fort Lee High School 1987 — 1990
Diploma, English
David Bogart David Bogart's UBS Financial Services Experience September 2007 - January 2010
Job Specialty Investment Banking at Spearhead Capital, LLC
Industry Investment Banking
Experience
Spearhead Capital, LLC January 2013 - Present
Quarton Partners LLC September 2011 - December 2012
Plante Moran Financial Advisors February 2010 - August 2011
UBS Financial Services September 2007 - January 2010
SouthStar Funding and First Magnus Financial August 2005 - August 2007
Turf Systems, Concord Services, Concord Vending, American Vending Sales, Bogart's Antiques March 1986 - July 2006
ANR Pipeline Company July 1982 - February 1986
Skills
Entrepreneurship, Strategic Financial..., Finance, Start-ups, Financial Modeling, Financial Analysis, Forecasting, Investment Banking, Mergers & Acquisitions, Wealth Management, Management, Valuation, Banking, Mergers, Private Equity, Loans, Commercial Lending, Credit Analysis
Education
Walsh College 1992 — 1995
MS, Finance
Michigan State University 1977 — 1981
BS, Engineering Arts
Spearhead Capital, LLC January 2013 - Present
Quarton Partners LLC September 2011 - December 2012
Plante Moran Financial Advisors February 2010 - August 2011
UBS Financial Services September 2007 - January 2010
SouthStar Funding and First Magnus Financial August 2005 - August 2007
Turf Systems, Concord Services, Concord Vending, American Vending Sales, Bogart's Antiques March 1986 - July 2006
ANR Pipeline Company July 1982 - February 1986
Skills
Entrepreneurship, Strategic Financial..., Finance, Start-ups, Financial Modeling, Financial Analysis, Forecasting, Investment Banking, Mergers & Acquisitions, Wealth Management, Management, Valuation, Banking, Mergers, Private Equity, Loans, Commercial Lending, Credit Analysis
Education
Walsh College 1992 — 1995
MS, Finance
Michigan State University 1977 — 1981
BS, Engineering Arts
Glenn Edwards Glenn Edwards's UBS Financial Services Experience January 2013 - February 2014
Job Wealth Strategy Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2013 - February 2014
UBS Wealth Management July 2007 - December 2012
Skills
Strategy, Investment Advisory, Uniform Combined State..., Mutual Funds, Strategic Planning
Education
Morehouse College 2003 — 2007
BA, Finance
The London School of Economics and Political Science (LSE) 2005 — 2005
UBS Financial Services January 2013 - February 2014
UBS Wealth Management July 2007 - December 2012
Skills
Strategy, Investment Advisory, Uniform Combined State..., Mutual Funds, Strategic Planning
Education
Morehouse College 2003 — 2007
BA, Finance
The London School of Economics and Political Science (LSE) 2005 — 2005
John Hovekamp John Hovekamp's UBS Financial Services Experience 1986 - Present
Job Senior VP at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services 1986 - Present
Education
Miami University 1976 — 1978
MA, Geography
Miami University 1968 — 1972
BA, Political Science
UBS Financial Services 1986 - Present
Education
Miami University 1976 — 1978
MA, Geography
Miami University 1968 — 1972
BA, Political Science
Bruce Lindvig, CFP® Bruce Lindvig, CFP®'s UBS Financial Services Experience 1999 - 2007
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2007 - Present
Paine Webber / UBS Financial Services 1999 - 2007
UBS Financial Services 1999 - 2007
Prudential Securities 1992 - 1999
Kidder Peabody 1989 - 1992
Boettcher & Company, Inc. 1980 - 1989
Skills
Retirement Planning, Investments, Mutual Funds, Asset Allocation, Retirement, Securities
Education
Minnesota State University, Moorhead 1974 — 1979
B.S., Marketing, Advertising
North Dakota State University 1974 — 1979
Marketing and Mass Communications
Wells Fargo Advisors, LLC August 2007 - Present
Paine Webber / UBS Financial Services 1999 - 2007
UBS Financial Services 1999 - 2007
Prudential Securities 1992 - 1999
Kidder Peabody 1989 - 1992
Boettcher & Company, Inc. 1980 - 1989
Skills
Retirement Planning, Investments, Mutual Funds, Asset Allocation, Retirement, Securities
Education
Minnesota State University, Moorhead 1974 — 1979
B.S., Marketing, Advertising
North Dakota State University 1974 — 1979
Marketing and Mass Communications
Jennifer Herbst's UBS Financial Services Experience March 2004 - December 2008
Job Marketing Project Management Professional
Industry Marketing and Advertising
Experience
Royal Bank of Scotland December 2010 - December 2011
UBS Financial Services March 2004 - December 2008
Guardian Life Insurance September 2002 - March 2004
DMW Worldwide 1998 - 2000
Sperber Direct 1993 - 1997
Skills
Project Management, Direct Marketing, Vendor Management, Building Relationships, Marketing Management, Client Service Oriented, FileMaker, Marketing Material..., Pinterest, Sales Support, Financial Services
Education
Muhlenberg College 1982 — 1986
B.A., Communications
Royal Bank of Scotland December 2010 - December 2011
UBS Financial Services March 2004 - December 2008
Guardian Life Insurance September 2002 - March 2004
DMW Worldwide 1998 - 2000
Sperber Direct 1993 - 1997
Skills
Project Management, Direct Marketing, Vendor Management, Building Relationships, Marketing Management, Client Service Oriented, FileMaker, Marketing Material..., Pinterest, Sales Support, Financial Services
Education
Muhlenberg College 1982 — 1986
B.A., Communications
Peter McColgan Peter McColgan's UBS Financial Services Experience April 2009 - Present
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS Financial Services April 2009 - Present
UBS April 2009 - Present
Smith Barney 1990 - 2009
Education
Miami University 1983 — 1987
St. Stephen High School Saginaw
UBS Financial Services April 2009 - Present
UBS April 2009 - Present
Smith Barney 1990 - 2009
Education
Miami University 1983 — 1987
St. Stephen High School Saginaw
Chris Schulze Chris Schulze's UBS Financial Services Experience May 2000 - March 2010
Job Excel/VBA RAD Developer at EY
Industry Financial Services
Experience
EY March 2015 - Present
Kurt Salmon January 2015 - March 2015
Credit Suisse March 2013 - December 2014
Bank of Tokyo-Mitsubishi UFJ July 2012 - March 2013
Bank of Tokyo-Mitsubishi UFJ April 2012 - July 2012
Bank of Tokyo-Mitsubishi UFJ October 2011 - February 2012
Bank of America Merrill Lynch June 2011 - October 2011
Bank of Tokyo-Mitsubishi UFJ June 2010 - April 2011
UBS Financial Services May 2000 - March 2010
Independent Consultant 1995 - 1998
Skills
Business Analysis, Databases, Integration, Strategy, Risk Management, VBA, Access, Data Analysis, Project Management, SQL, Strategic Financial..., Management, Business Process, Microsoft SQL Server, Leadership, Business Intelligence, SDLC
Education
New York University - Polytechnic School of Engineering 1978 — 1983
B.S., Technical Writing
Xaverian High School 1974 — 1978
H.S.
EY March 2015 - Present
Kurt Salmon January 2015 - March 2015
Credit Suisse March 2013 - December 2014
Bank of Tokyo-Mitsubishi UFJ July 2012 - March 2013
Bank of Tokyo-Mitsubishi UFJ April 2012 - July 2012
Bank of Tokyo-Mitsubishi UFJ October 2011 - February 2012
Bank of America Merrill Lynch June 2011 - October 2011
Bank of Tokyo-Mitsubishi UFJ June 2010 - April 2011
UBS Financial Services May 2000 - March 2010
Independent Consultant 1995 - 1998
Skills
Business Analysis, Databases, Integration, Strategy, Risk Management, VBA, Access, Data Analysis, Project Management, SQL, Strategic Financial..., Management, Business Process, Microsoft SQL Server, Leadership, Business Intelligence, SDLC
Education
New York University - Polytechnic School of Engineering 1978 — 1983
B.S., Technical Writing
Xaverian High School 1974 — 1978
H.S.
Will Camp Will Camp's UBS Financial Services Experience January 2012 - January 2014
Job Account Executive at Mixpanel, Inc.
Industry Internet
Experience
Mixpanel, Inc. June 2015 - Present
Chartbeat September 2014 - Present
Chartbeat January 2014 - September 2014
UBS Financial Services January 2012 - January 2014
ERM June 2010 - July 2010
MIT July 2009 - December 2009
Hurley O'Neill & Company July 2009 - December 2009
Reliable College Painting April 2008 - August 2008
Skills
Investments, Financial Analysis, Bloomberg, Alternative Investments, Asset Allocation, Securities, Portfolio Management, Microsoft Excel, Hedge Funds, Finance, Financial Modeling, Equities, Series 7, Valuation, Corporate Finance, Series 63, Derivatives, Sales, New Business Development, DCF Valuation, Company Valuation, Strategy, Social Media, Business Development, Balloons, Carpet Cleaning, Baby Showers
Education
Northeastern University 2007 — 2011
Bachelor of Science in Business Administration, Finance
Lexington High School 2002 — 2006
Mixpanel, Inc. June 2015 - Present
Chartbeat September 2014 - Present
Chartbeat January 2014 - September 2014
UBS Financial Services January 2012 - January 2014
ERM June 2010 - July 2010
MIT July 2009 - December 2009
Hurley O'Neill & Company July 2009 - December 2009
Reliable College Painting April 2008 - August 2008
Skills
Investments, Financial Analysis, Bloomberg, Alternative Investments, Asset Allocation, Securities, Portfolio Management, Microsoft Excel, Hedge Funds, Finance, Financial Modeling, Equities, Series 7, Valuation, Corporate Finance, Series 63, Derivatives, Sales, New Business Development, DCF Valuation, Company Valuation, Strategy, Social Media, Business Development, Balloons, Carpet Cleaning, Baby Showers
Education
Northeastern University 2007 — 2011
Bachelor of Science in Business Administration, Finance
Lexington High School 2002 — 2006
Bill Presutti's UBS Financial Services Experience 2005 - 2006
Job Division Manager, SVP at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments December 2013 - Present
Delaware Investments, a member of the Macquarie Group 2010 - December 2013
Transamerica 2009 - 2010
Managers Investment Group (MIG); subsidiary of Affiliated Managers Group (NYSE: AMG) 2006 - 2009
UBS Financial Services 2005 - 2006
OneCapital Management Partners 2004 - 2005
Oppenheimer Funds 1993 - 2004
Skills
Investments, Mutual Funds, Sales Management, Financial Services, Business Strategy, Series 7, Hedge Funds, Strategy, Series 63, Series 24, Series 65, Investment Advisory, Finance
Education
University of Chicago; Graduate School of Business 2007 — 2007
Executive Sales Management
University of Pennsylvania, The Wharton School 2007 — 2007
IMCA Investment Strategist
University of Pennsylvania, The Wharton School 2004 — 2004
Certified Investment Management Analyst (CIMA)
Niagara University 1986 — 1990
B.S., Economics & Marketing
Fidelity Investments December 2013 - Present
Delaware Investments, a member of the Macquarie Group 2010 - December 2013
Transamerica 2009 - 2010
Managers Investment Group (MIG); subsidiary of Affiliated Managers Group (NYSE: AMG) 2006 - 2009
UBS Financial Services 2005 - 2006
OneCapital Management Partners 2004 - 2005
Oppenheimer Funds 1993 - 2004
Skills
Investments, Mutual Funds, Sales Management, Financial Services, Business Strategy, Series 7, Hedge Funds, Strategy, Series 63, Series 24, Series 65, Investment Advisory, Finance
Education
University of Chicago; Graduate School of Business 2007 — 2007
Executive Sales Management
University of Pennsylvania, The Wharton School 2007 — 2007
IMCA Investment Strategist
University of Pennsylvania, The Wharton School 2004 — 2004
Certified Investment Management Analyst (CIMA)
Niagara University 1986 — 1990
B.S., Economics & Marketing
Ali Fahr Ali Fahr's UBS Financial Services Experience February 1986 - Present
Job Private Wealth Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 1986 - Present
Education
MIT 1969 — 1974
SM, SB
UBS Financial Services February 1986 - Present
Education
MIT 1969 — 1974
SM, SB
Daniel Haddad Daniel Haddad's UBS Financial Services Experience March 2006 - June 2007
Job Risk Analyst at Shell Oil Company
Industry Investment Management
Experience
Shell Oil Company June 2009 - Present
Telemus Capital Partners, LLC June 2007 - June 2009
UBS Financial Services March 2006 - June 2007
Morgan Stanley May 2005 - January 2006
Merrill Lynch May 2005 - August 2005
Telerent Telehealth Services May 2003 - August 2003
Education
Rice University 2004 — 2006
Mathematical Economic Analysis
North Carolina State University 2002 — 2003
Industrial Engineering
Broughton High School
French School of Kuwait
Grand Lyçée Franco Libanais
Investment Banking Institute
Shell Oil Company June 2009 - Present
Telemus Capital Partners, LLC June 2007 - June 2009
UBS Financial Services March 2006 - June 2007
Morgan Stanley May 2005 - January 2006
Merrill Lynch May 2005 - August 2005
Telerent Telehealth Services May 2003 - August 2003
Education
Rice University 2004 — 2006
Mathematical Economic Analysis
North Carolina State University 2002 — 2003
Industrial Engineering
Broughton High School
French School of Kuwait
Grand Lyçée Franco Libanais
Investment Banking Institute
Bernie Ascher Bernie Ascher's UBS Financial Services Experience December 2008 - Present
Job Senior VP Wealth Management
Industry Financial Services
Experience
UBS Financial Services December 2008 - Present
Smith Barney 1983 - 2008
General Foods Corporation June 1963 - June 1983
Skills
Finance, Financial Services, Financial Advisory, Asset Allocation, Mortgage Lending, Alternative Investments, Investment Advisory, Retirement Planning, Securities, Investment Strategies, Fixed Income, Equities, Hedge Funds, ETFs, Asset Management, Retirement, Investment Management, Uniform Combined State..., Strategic Financial..., 401k
Education
New York University
B.S., Accounting
The Graduate Center, City University of New York
M.B.A., Business/Finance
UBS Financial Services December 2008 - Present
Smith Barney 1983 - 2008
General Foods Corporation June 1963 - June 1983
Skills
Finance, Financial Services, Financial Advisory, Asset Allocation, Mortgage Lending, Alternative Investments, Investment Advisory, Retirement Planning, Securities, Investment Strategies, Fixed Income, Equities, Hedge Funds, ETFs, Asset Management, Retirement, Investment Management, Uniform Combined State..., Strategic Financial..., 401k
Education
New York University
B.S., Accounting
The Graduate Center, City University of New York
M.B.A., Business/Finance
Bob Asadi Bob Asadi's UBS Financial Services Experience April 2005 - May 2006
Job Retired and enjoying time with family
Industry Education Management
Experience
Retired and enjoying time with family January 2014 - Present
Phoenix College Preparatory Academy July 2012 - May 2013
Grand Canyon University January 2011 - March 2013
Professional Planning Associates February 2009 - December 2010
AAEC High Schools November 2009 - October 2010
Professional Planning Associates March 2009 - November 2009
USAA Financial Services June 2006 - February 2009
UBS Financial Services April 2005 - May 2006
The Horace Mann Companies January 2001 - January 2005
Millennium High School January 1994 - January 2001
Skills
Education Management, Financial Planning, Estate Planning, Investments, Risk Management, Teaching, Annuities, Coaching, Insurance, Higher Education, Education, Customer Service, Leadership, Retirement Planning, Management, Employee Benefits
Education
The American College 2002 — 2005
CFP, Financial Planning
Northern Arizona University 1992 — 1994
M.Ed., Educational Leadership
University of Wyoming 1982 — 1984
B.S., Health Sciences - Physical Education
Casper College 1971 — 1976
A.S., General
Natrona County High School 1969 — 1972
Retired and enjoying time with family January 2014 - Present
Phoenix College Preparatory Academy July 2012 - May 2013
Grand Canyon University January 2011 - March 2013
Professional Planning Associates February 2009 - December 2010
AAEC High Schools November 2009 - October 2010
Professional Planning Associates March 2009 - November 2009
USAA Financial Services June 2006 - February 2009
UBS Financial Services April 2005 - May 2006
The Horace Mann Companies January 2001 - January 2005
Millennium High School January 1994 - January 2001
Skills
Education Management, Financial Planning, Estate Planning, Investments, Risk Management, Teaching, Annuities, Coaching, Insurance, Higher Education, Education, Customer Service, Leadership, Retirement Planning, Management, Employee Benefits
Education
The American College 2002 — 2005
CFP, Financial Planning
Northern Arizona University 1992 — 1994
M.Ed., Educational Leadership
University of Wyoming 1982 — 1984
B.S., Health Sciences - Physical Education
Casper College 1971 — 1976
A.S., General
Natrona County High School 1969 — 1972
Lucinda Dieker Lucinda Dieker's UBS Financial Services Experience May 2008 - September 2009
Job Consumer Compliance Bank Examiner at Federal Reserve Bank of Chicago
Industry Financial Services
Experience
Federal Reserve Bank of Chicago October 2011 - Present
Foresight Design Initiative June 2010 - December 2010
UBS Financial Services May 2008 - September 2009
Fifth Third Bank February 2006 - April 2008
Center for Economic Progress December 2002 - January 2006
Americorps*NCCC 2002 - 2002
Skills
Public Speaking, Non-profits, Nonprofits, Small Business, Teaching, Event Planning, Marketing, Community Outreach, Data Analysis, Program Management, Mutual Funds, Public Policy, Analysis, Fundraising
Education
Northwestern University 2006 — 2006
Certificate in Financial Planning
University of Louisville 1997 — 2001
Bachelor of Arts, Psychology
Federal Reserve Bank of Chicago October 2011 - Present
Foresight Design Initiative June 2010 - December 2010
UBS Financial Services May 2008 - September 2009
Fifth Third Bank February 2006 - April 2008
Center for Economic Progress December 2002 - January 2006
Americorps*NCCC 2002 - 2002
Skills
Public Speaking, Non-profits, Nonprofits, Small Business, Teaching, Event Planning, Marketing, Community Outreach, Data Analysis, Program Management, Mutual Funds, Public Policy, Analysis, Fundraising
Education
Northwestern University 2006 — 2006
Certificate in Financial Planning
University of Louisville 1997 — 2001
Bachelor of Arts, Psychology
Joseph Capone Joseph Capone's UBS Financial Services Experience October 2006 - November 2009
Job
Industry Information Technology and Services
Experience
Life Guard Tech March 2015 - Present
Softtech Health August 2014 - October 2014
Money.net February 2014 - April 2014
ICCS & Co., LLC December 2011 - December 2013
PC/Mac OS and Software Support, Freelance August 2010 - October 2011
UBS Financial Services October 2006 - November 2009
Choice Logistics Inc January 2006 - September 2006
Send Word Now,SWN Communications. June 2004 - November 2005
Goldman Sachs October 1999 - April 2004
Skills
Tumblr, Networking, Microsoft Exchange, Help Desk Support, Windows XP, Citrix, Operating Systems, Databases, Hardware, Technical Support, Software Installation, Routers, Laptops, Blackberry, Troubleshooting, Vendor Management, Management, Windows Server
Education
New York Institute of Technology-Old Westbury
BFA
Life Guard Tech March 2015 - Present
Softtech Health August 2014 - October 2014
Money.net February 2014 - April 2014
ICCS & Co., LLC December 2011 - December 2013
PC/Mac OS and Software Support, Freelance August 2010 - October 2011
UBS Financial Services October 2006 - November 2009
Choice Logistics Inc January 2006 - September 2006
Send Word Now,SWN Communications. June 2004 - November 2005
Goldman Sachs October 1999 - April 2004
Skills
Tumblr, Networking, Microsoft Exchange, Help Desk Support, Windows XP, Citrix, Operating Systems, Databases, Hardware, Technical Support, Software Installation, Routers, Laptops, Blackberry, Troubleshooting, Vendor Management, Management, Windows Server
Education
New York Institute of Technology-Old Westbury
BFA
Caroline Galvante's UBS Financial Services Experience December 2006 - February 2008
Job Compensation Accounting Director at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Industry Financial Services
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2008 - Present
UBS Financial Services December 2006 - February 2008
Valiant May 2005 - December 2006
Edison Schools September 2001 - March 2005
Young & Rubicam 1995 - 2001
The Waldorf Astoria Hotel April 1991 - August 1995
Skills
Mergers, PeopleSoft, HRIS, Payroll, Employment Law, Performance Management, Human Resources, Employee Relations, Tax, Accounting, Employee Benefits, Deferred Compensation, ADP Payroll, Onboarding, Benefits Administration, HR Policies, Management, Recruiting, Budgets, Analysis, Applicant Tracking..., Financial Analysis, Talent Management
Education
Marymount Manhattan College 1983 — 1995
Bachelor of Administration, Business Management
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2008 - Present
UBS Financial Services December 2006 - February 2008
Valiant May 2005 - December 2006
Edison Schools September 2001 - March 2005
Young & Rubicam 1995 - 2001
The Waldorf Astoria Hotel April 1991 - August 1995
Skills
Mergers, PeopleSoft, HRIS, Payroll, Employment Law, Performance Management, Human Resources, Employee Relations, Tax, Accounting, Employee Benefits, Deferred Compensation, ADP Payroll, Onboarding, Benefits Administration, HR Policies, Management, Recruiting, Budgets, Analysis, Applicant Tracking..., Financial Analysis, Talent Management
Education
Marymount Manhattan College 1983 — 1995
Bachelor of Administration, Business Management
Demie Kommatas Demie Kommatas's UBS Financial Services Experience June 2013 - Present
Job Administrative Manager at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2013 - Present
UBS Financial Services January 2012 - June 2013
UBS Financial Services December 2009 - January 2012
UBS Financial Services May 2008 - October 2009
Morgan Stanley Smith Barney July 2007 - May 2008
Education
Middlebury College 2003 — 2007
BA, International Politics and Economics
Townsend Harris High School 1999 — 2003
UBS Financial Services June 2013 - Present
UBS Financial Services January 2012 - June 2013
UBS Financial Services December 2009 - January 2012
UBS Financial Services May 2008 - October 2009
Morgan Stanley Smith Barney July 2007 - May 2008
Education
Middlebury College 2003 — 2007
BA, International Politics and Economics
Townsend Harris High School 1999 — 2003
Steven Trimble Steven Trimble's UBS Financial Services Experience May 2014 - Present
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services May 2014 - Present
Wells Fargo Advisors, LLC April 2013 - May 2014
Wells Fargo Advisors, LLC September 2005 - March 2013
PNC Bank 2001 - 2005
Skills
Comprehensive Planning, Investment Portfolio...
Education
University of Cincinnati 1978 — 1982
BS, Marketing and Communications
Michigan State University 2004 — 2005
Chartered Wealth Advisor
Schlarman H.S.
UBS Financial Services May 2014 - Present
Wells Fargo Advisors, LLC April 2013 - May 2014
Wells Fargo Advisors, LLC September 2005 - March 2013
PNC Bank 2001 - 2005
Skills
Comprehensive Planning, Investment Portfolio...
Education
University of Cincinnati 1978 — 1982
BS, Marketing and Communications
Michigan State University 2004 — 2005
Chartered Wealth Advisor
Schlarman H.S.
Tom Lazaridis's UBS Financial Services Experience May 2000 - September 2002
Job Relationship Manager
Industry Banking
Experience
BBVA January 2014 - Present
HSBC Securities (USA) Inc. February 2010 - January 2014
HSBC Securities (USA) Inc. January 2008 - February 2010
HSBC Securities (USA) Inc. February 2005 - January 2008
Bank Julius Baer September 2002 - February 2005
UBS Financial Services May 2000 - September 2002
National Securities Clearing Corp. April 1998 - May 2000
National Securities Clearing Corp. February 1997 - April 1998
The Bank of New York November 1995 - February 1997
Skills
Bloomberg, Excel, Greek, Fixed Income, Derivatives, Equities, Credit, FX, Capital Markets, Credit Risk, Structured Products, Banking, Asset Management, Wealth Management, Risk Management, Credit Analysis, Securities, Risk, Financial Analysis, Alternative Investments, Cash Management, Financial Markets, Investments, Financial Services, Trading, FX Options, Microsoft Excel, Financial Risk, Hedge Funds, Bonds, Finance, Structured Finance, Loans, Investment Banking, Relationship Management, Latin American Business, Private Banking
Education
New York University 1998 — 1999
Certificate, Credit Analysis
St. John's University 1990 — 1994
Bachelor of Science, Finance
BBVA January 2014 - Present
HSBC Securities (USA) Inc. February 2010 - January 2014
HSBC Securities (USA) Inc. January 2008 - February 2010
HSBC Securities (USA) Inc. February 2005 - January 2008
Bank Julius Baer September 2002 - February 2005
UBS Financial Services May 2000 - September 2002
National Securities Clearing Corp. April 1998 - May 2000
National Securities Clearing Corp. February 1997 - April 1998
The Bank of New York November 1995 - February 1997
Skills
Bloomberg, Excel, Greek, Fixed Income, Derivatives, Equities, Credit, FX, Capital Markets, Credit Risk, Structured Products, Banking, Asset Management, Wealth Management, Risk Management, Credit Analysis, Securities, Risk, Financial Analysis, Alternative Investments, Cash Management, Financial Markets, Investments, Financial Services, Trading, FX Options, Microsoft Excel, Financial Risk, Hedge Funds, Bonds, Finance, Structured Finance, Loans, Investment Banking, Relationship Management, Latin American Business, Private Banking
Education
New York University 1998 — 1999
Certificate, Credit Analysis
St. John's University 1990 — 1994
Bachelor of Science, Finance
Ellen Petrillo's UBS Financial Services Experience August 2009 - Present
Job Partner at Southwestern Consulting
Industry Consumer Services
Experience
Southwestern Consulting Sales TrainingAon ConsultingAugust 2009 - Present
UBS Financial Services August 2009 - Present
Waddell & Reed August 2009 - Present
Liberty Mutual August 2009 - Present
Colorado Equipment August 2009 - Present
Coldwell Banker August 2009 - Present
Zephyr Real Estate August 2009 - Present
BeautiControl August 2009 - Present
Valley Yellow Pages August 2009 - Present
Wells Fargo Home Mortgage August 2009 - Present
Skills
Sales Presentations, Sales Skills Training, Social Media Training, Coaching, Conferences, Direct Sales, Sales Process, Sales Management, Training, Selling Skills, Account Management, Public Speaking, Social Media, Sales, Advertising, Leadership, Recruiting, Selling, Small Business, Management, Social Media Marketing, Team Building, Events, Business Development, Time Management, Cold Calling, Consulting, Entrepreneurship, Kindness, Lead Generation, Salesforce.com, B2B, Marketing, Customer Retention, New Business Development
Education
Montana State University-Bozeman 2004 — 2009
B.S.
Temple University 2005 — 2006
Southwestern Consulting Sales TrainingAon ConsultingAugust 2009 - Present
UBS Financial Services August 2009 - Present
Waddell & Reed August 2009 - Present
Liberty Mutual August 2009 - Present
Colorado Equipment August 2009 - Present
Coldwell Banker August 2009 - Present
Zephyr Real Estate August 2009 - Present
BeautiControl August 2009 - Present
Valley Yellow Pages August 2009 - Present
Wells Fargo Home Mortgage August 2009 - Present
Skills
Sales Presentations, Sales Skills Training, Social Media Training, Coaching, Conferences, Direct Sales, Sales Process, Sales Management, Training, Selling Skills, Account Management, Public Speaking, Social Media, Sales, Advertising, Leadership, Recruiting, Selling, Small Business, Management, Social Media Marketing, Team Building, Events, Business Development, Time Management, Cold Calling, Consulting, Entrepreneurship, Kindness, Lead Generation, Salesforce.com, B2B, Marketing, Customer Retention, New Business Development
Education
Montana State University-Bozeman 2004 — 2009
B.S.
Temple University 2005 — 2006
Jane Glucksman Jane Glucksman's UBS Financial Services Experience March 2006 - Present
Job Vice President Investments at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services March 2006 - Present
Lebenthal & Co Inc. July 1981 - March 2006
Education
New York University 1974 — 1976
MS, Education
Temple University 1965 — 1969
Bachelor of Science (BS), American History (United States)
UBS Financial Services March 2006 - Present
Lebenthal & Co Inc. July 1981 - March 2006
Education
New York University 1974 — 1976
MS, Education
Temple University 1965 — 1969
Bachelor of Science (BS), American History (United States)
Patrick D. Thompson, CFA, CFP® Patrick D. Thompson, CFA, CFP®'s UBS Financial Services Experience March 2008 - Present
Job Financial Advisor at UBS
Industry Investment Management
Experience
UBS Financial Services March 2008 - Present
Winona Capital Management September 2006 - January 2008
Northern Trust July 2000 - June 2006
Lake Forest Capital Management June 1999 - August 1999
Hartline Investment Corporation June 1998 - August 1998
Morgan Stanley June 1997 - August 1997
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Finance, Management & Strategy, Management & Organization
Northwestern University 1996 — 2000
BA, Economics
UBS Financial Services March 2008 - Present
Winona Capital Management September 2006 - January 2008
Northern Trust July 2000 - June 2006
Lake Forest Capital Management June 1999 - August 1999
Hartline Investment Corporation June 1998 - August 1998
Morgan Stanley June 1997 - August 1997
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Finance, Management & Strategy, Management & Organization
Northwestern University 1996 — 2000
BA, Economics
Beth F. Cutler Beth F. Cutler's UBS Financial Services Experience December 2003 - September 2008
Job Cutler & Andrews Financial Group of Wells Fargo Advisors, LLC, Senior Vice PresidentInvestment Officer
Industry Financial Services
Experience
Wells Fargo Advisors September 2008 - Present
UBS Financial Services December 2003 - September 2008
American International Group June 1994 - December 2003
Morgan Stanley June 1984 - June 1994
Shearson/ American Express June 1982 - June 1984
Education
Mount Holyoke College 1978 — 1982
BA, English Literature
Paul D. Schreiber High School 1974 — 1978
Wells Fargo Advisors September 2008 - Present
UBS Financial Services December 2003 - September 2008
American International Group June 1994 - December 2003
Morgan Stanley June 1984 - June 1994
Shearson/ American Express June 1982 - June 1984
Education
Mount Holyoke College 1978 — 1982
BA, English Literature
Paul D. Schreiber High School 1974 — 1978
Jeffrey LaBruzzy Jeffrey LaBruzzy's UBS Financial Services Experience November 2008 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services November 2008 - Present
Merrill Lynch 1994 - 2008
Bank of America 1990 - 1994
Education
Wayne State University 1990 — 1993
Master of Business Administration (MBA), Accounting and Finance
Michigan State University 1986 — 1990
Bachelor of Arts (BA), Finance and Financial Management Services
UBS Financial Services November 2008 - Present
Merrill Lynch 1994 - 2008
Bank of America 1990 - 1994
Education
Wayne State University 1990 — 1993
Master of Business Administration (MBA), Accounting and Finance
Michigan State University 1986 — 1990
Bachelor of Arts (BA), Finance and Financial Management Services
Kathryn Steiner Kathryn Steiner's UBS Financial Services Experience May 2005 - August 2006
Job at William Blair and Company
Industry Financial Services
Experience
William Blair & Company July 2014 - Present
William Blair and Company March 2011 - Present
Glotel, Inc September 2008 - November 2010
UBS Financial Services May 2005 - August 2006
Education
Miami University 2004 — 2008
Bachelor of Science, Finance
William Blair & Company July 2014 - Present
William Blair and Company March 2011 - Present
Glotel, Inc September 2008 - November 2010
UBS Financial Services May 2005 - August 2006
Education
Miami University 2004 — 2008
Bachelor of Science, Finance
Brian Franke, CFP® Brian Franke, CFP®'s UBS Financial Services Experience September 2007 - May 2009
Job CERTIFIED FINANCIAL PLANNER (TM) guiding attorneys, physicians, executives,and business owners to their retirement goals
Industry Financial Services
Experience
Integrated Capital Management November 2010 - Present
First Heartland Capital, Inc. June 2009 - November 2010
UBS Financial Services September 2007 - May 2009
Ford Motor Company July 1996 - September 2007
CarClub.Com May 2000 - August 2000
General Motors May 1995 - September 1995
IBM January 1994 - August 1994
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investments, Finance, Portfolio Management, Estate Planning, Long-term Care, Disability Insurance, Financial Planners, Small Business, Asset Protection, Retirement, Financial Planning, Investment Advisory, Wealth, Leadership, Management, Wealth Transfer, Insurance Planning, Retirement Income..., Financial Services, Process Improvement, Strategic Planning
Education
The American College 2011 — 2012
CFP® Certification Education
UCLA Anderson School of Management 1999 — 2001
MBA, Finance
University of Michigan 1996 — 1999
MS, Mechanical Engineering
Michigan State University 1991 — 1996
BS, Mechanical Engineering
Traverse City Central High School 1989 — 1991
Integrated Capital Management November 2010 - Present
First Heartland Capital, Inc. June 2009 - November 2010
UBS Financial Services September 2007 - May 2009
Ford Motor Company July 1996 - September 2007
CarClub.Com May 2000 - August 2000
General Motors May 1995 - September 1995
IBM January 1994 - August 1994
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investments, Finance, Portfolio Management, Estate Planning, Long-term Care, Disability Insurance, Financial Planners, Small Business, Asset Protection, Retirement, Financial Planning, Investment Advisory, Wealth, Leadership, Management, Wealth Transfer, Insurance Planning, Retirement Income..., Financial Services, Process Improvement, Strategic Planning
Education
The American College 2011 — 2012
CFP® Certification Education
UCLA Anderson School of Management 1999 — 2001
MBA, Finance
University of Michigan 1996 — 1999
MS, Mechanical Engineering
Michigan State University 1991 — 1996
BS, Mechanical Engineering
Traverse City Central High School 1989 — 1991
Christienne Raho Christienne Raho's UBS Financial Services Experience May 2010 - July 2010
Job Talent Manager at Atrium Staffing
Industry Staffing and Recruiting
Experience
Atrium Staffing September 2013 - Present
Unigene Laboratories, Inc. January 2012 - April 2013
UBS Financial Services May 2010 - July 2010
Worldwide Eucharistic Adoration Project March 2000 - 2010
Mass Kits for Africa February 2000 - 2010
Church & Sport June 2009 - July 2009
Calvin Klein May 2008 - July 2008
Skills
Excellent Organizer, Goal Oriented, Interpersonal Skills, Adapts Well To New..., Strong Communicator, Works Well Independently, Works Well In Group..., Budget Management, Excellent Multi-tasker, Detail Orientation, Business Development, Fundraising, Sales, Social Skills, Social Networking, Research, Budgets, Leadership, Corporate Communications, Time Management, Project Planning
Education
Muhlenberg College 2007 — 2011
Bachelor of Arts, Media and Communication
Atrium Staffing September 2013 - Present
Unigene Laboratories, Inc. January 2012 - April 2013
UBS Financial Services May 2010 - July 2010
Worldwide Eucharistic Adoration Project March 2000 - 2010
Mass Kits for Africa February 2000 - 2010
Church & Sport June 2009 - July 2009
Calvin Klein May 2008 - July 2008
Skills
Excellent Organizer, Goal Oriented, Interpersonal Skills, Adapts Well To New..., Strong Communicator, Works Well Independently, Works Well In Group..., Budget Management, Excellent Multi-tasker, Detail Orientation, Business Development, Fundraising, Sales, Social Skills, Social Networking, Research, Budgets, Leadership, Corporate Communications, Time Management, Project Planning
Education
Muhlenberg College 2007 — 2011
Bachelor of Arts, Media and Communication
Leonard (LEO) Gilroy-Solano Leonard (LEO) Gilroy-Solano's UBS Financial Services Experience September 2008 - December 2012
Job Associate Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2012 - Present
UBS Financial Services September 2008 - December 2012
Merrill Lynch 2006 - 2008
Skills
Investments, Mutual Funds, Retirement Planning, Sales, Fixed Income, Separately Managed..., ETFs, Leadership, Fundraising, Management, Equities, Strategy, Business Strategy, Strategic Planning, Social Media Marketing, Customer Service, Public Relations, Securities, Asset Allocation, Public Speaking, Financial Advisory, Municipal Bonds, Team Building, Contract Negotiation, Marketing, Negotiation, New Business Development, Retirement Income..., Michigan Municipal Bonds, Individual Bond...
Education
Michigan State University 1997 — 2003
B.A., Communications and Economics
Michigan State University 1997 — 2001
Wells Fargo Advisors, LLC December 2012 - Present
UBS Financial Services September 2008 - December 2012
Merrill Lynch 2006 - 2008
Skills
Investments, Mutual Funds, Retirement Planning, Sales, Fixed Income, Separately Managed..., ETFs, Leadership, Fundraising, Management, Equities, Strategy, Business Strategy, Strategic Planning, Social Media Marketing, Customer Service, Public Relations, Securities, Asset Allocation, Public Speaking, Financial Advisory, Municipal Bonds, Team Building, Contract Negotiation, Marketing, Negotiation, New Business Development, Retirement Income..., Michigan Municipal Bonds, Individual Bond...
Education
Michigan State University 1997 — 2003
B.A., Communications and Economics
Michigan State University 1997 — 2001
P. A. Corky Gillis, CLU's UBS Financial Services Experience July 2013 - Present
Job Director, Insured Solutions Consultant at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services July 2013 - Present
The Death Bond Conspiracy January 2009 - Present
Private Pilot 2003 - Present
Georgetown Tool and Manufacturing, Inc March 2002 - Present
Gillis Consulting January 1995 - Present
Gillis Strategic Planning January 2013 - July 2013
Mercury Financial Group August 2010 - January 2013
Capitas Financial 2002 - August 2010
CNA Insurance March 1992 - March 2003
Met Life Financial March 1987 - May 1992
Skills
Long-term Care, Wealth Management..., Financial Analysis, Retirement, Leadership, Financial Services, Strategic Planning, Fixed Annuities, Financial Advisory, Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Health Insurance, Wealth, Strategic Financial..., Life Insurance, Listening to customers, Estate Planning, Mutual Funds, Retirement Planning, Underwriting, Project Planning, Customer Service, Long Term Care Insurance, Team Building, Life Settlements, Wealth Management, Financial Planning, Alternative Investments
Education
Western Kentucky University 1975 — 1980
Bachelor of Arts (B.A.), Secondary Education and Teaching
Miami Dade College 1976 — 1977
Education
UBS Financial Services July 2013 - Present
The Death Bond Conspiracy January 2009 - Present
Private Pilot 2003 - Present
Georgetown Tool and Manufacturing, Inc March 2002 - Present
Gillis Consulting January 1995 - Present
Gillis Strategic Planning January 2013 - July 2013
Mercury Financial Group August 2010 - January 2013
Capitas Financial 2002 - August 2010
CNA Insurance March 1992 - March 2003
Met Life Financial March 1987 - May 1992
Skills
Long-term Care, Wealth Management..., Financial Analysis, Retirement, Leadership, Financial Services, Strategic Planning, Fixed Annuities, Financial Advisory, Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Health Insurance, Wealth, Strategic Financial..., Life Insurance, Listening to customers, Estate Planning, Mutual Funds, Retirement Planning, Underwriting, Project Planning, Customer Service, Long Term Care Insurance, Team Building, Life Settlements, Wealth Management, Financial Planning, Alternative Investments
Education
Western Kentucky University 1975 — 1980
Bachelor of Arts (B.A.), Secondary Education and Teaching
Miami Dade College 1976 — 1977
Education
Cieatha Abrams's UBS Financial Services Experience January 2013 - June 2013
Job AML Analyst/Investigator at Crowe Horwarth LLP
Industry Financial Services
Experience
Crowe Horwarth LLP June 2014 - Present
Commerzbank AG November 2013 - May 2014
JPMorgan Chase June 2013 - November 2013
UBS Financial Services January 2013 - June 2013
ISPA international (HSBC) Contractor July 2012 - December 2012
Cantor Fitzgergald June 2011 - June 2012
Pershing April 2011 - June 2011
PERSHING SUBSIDARY OF BNYM April 2011 - June 2011
BNY Mellon January 2009 - December 2010
Bank of America October 2007 - January 2009
Skills
Investments, Mutual Funds, Securities, Equities, Credit, Phase III, AML, KYC, Client-onboarding, P&L Responsibilities, Document Review, NetX360, Office Management, Middle Office, Brokerage, Back Office, OFAC, Actimize, Syfact, SAR, Client Service Oriented, Risk Assessment, Operational Risk, USA PATRIOT Act, Fixed Income, Due Diligence, Bank Secrecy Act, Fraud, Capital Markets, Anti Money Laundering, Internal Audit, FINRA, Operational Risk...
Education
Polytechnic University 2003 — 2005
Master of Science (M.S.), Industrial and Organizational Psychology
St. Francis College 2000 — 2002
Bachelors of Science, Psychology
Crowe Horwarth LLP June 2014 - Present
Commerzbank AG November 2013 - May 2014
JPMorgan Chase June 2013 - November 2013
UBS Financial Services January 2013 - June 2013
ISPA international (HSBC) Contractor July 2012 - December 2012
Cantor Fitzgergald June 2011 - June 2012
Pershing April 2011 - June 2011
PERSHING SUBSIDARY OF BNYM April 2011 - June 2011
BNY Mellon January 2009 - December 2010
Bank of America October 2007 - January 2009
Skills
Investments, Mutual Funds, Securities, Equities, Credit, Phase III, AML, KYC, Client-onboarding, P&L Responsibilities, Document Review, NetX360, Office Management, Middle Office, Brokerage, Back Office, OFAC, Actimize, Syfact, SAR, Client Service Oriented, Risk Assessment, Operational Risk, USA PATRIOT Act, Fixed Income, Due Diligence, Bank Secrecy Act, Fraud, Capital Markets, Anti Money Laundering, Internal Audit, FINRA, Operational Risk...
Education
Polytechnic University 2003 — 2005
Master of Science (M.S.), Industrial and Organizational Psychology
St. Francis College 2000 — 2002
Bachelors of Science, Psychology
Matt Rustad Matt Rustad's UBS Financial Services Experience February 2009 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2009 - Present
Merrill Lynch September 1997 - February 2009
Education
North Dakota State University 1991 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
UBS Financial Services February 2009 - Present
Merrill Lynch September 1997 - February 2009
Education
North Dakota State University 1991 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Nicholas J. Shine Nicholas J. Shine's UBS Financial Services Experience July 2013 - Present
Job UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services July 2013 - Present
Education
Miami University, Farmer School of Business
Bachelor of Science (B.S.), Finance
UBS Financial Services July 2013 - Present
Education
Miami University, Farmer School of Business
Bachelor of Science (B.S.), Finance
Kristen Haag, MBA's UBS Financial Services Experience January 2000 - February 2010
Job Financial Consultant at Caudill Haag Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2010 - Present
UBS Financial Services January 2000 - February 2010
Skills
Retirement Planning, Investment Strategies, Financial Advisory, Asset Allocation, Mutual Funds, Retirement, Stock Trading, 401k Rollovers, Fixed Income Analysis, 401k, College Education...
Education
UMKC
Master of Business Administration (MBA), Finance, General
UMKC
Bachelor of Business Administration (B.B.A.), Business
Missouri State University
Bachelor of Business Administration
Wells Fargo Advisors, LLC February 2010 - Present
UBS Financial Services January 2000 - February 2010
Skills
Retirement Planning, Investment Strategies, Financial Advisory, Asset Allocation, Mutual Funds, Retirement, Stock Trading, 401k Rollovers, Fixed Income Analysis, 401k, College Education...
Education
UMKC
Master of Business Administration (MBA), Finance, General
UMKC
Bachelor of Business Administration (B.B.A.), Business
Missouri State University
Bachelor of Business Administration
Robert Solimano Robert Solimano's UBS Financial Services Experience April 2014 - March 2015
Job Owner at Angel Oak Financial Services, LLC
Industry Financial Services
Experience
Angel Oak Financial Services, LLC March 2015 - Present
UBS Financial Services April 2014 - March 2015
JAB of Rockland Inc July 1988 - August 2013
Education
Fairleigh Dickinson University-Metropolitan Campus 2012 — 2013
Financial Planning Certificate, Financial Planning and Services
Montclair State University 1983 — 1987
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
FINRA Series 7
FINRA 66
Accident Life and Health insurance licensed
Angel Oak Financial Services, LLC March 2015 - Present
UBS Financial Services April 2014 - March 2015
JAB of Rockland Inc July 1988 - August 2013
Education
Fairleigh Dickinson University-Metropolitan Campus 2012 — 2013
Financial Planning Certificate, Financial Planning and Services
Montclair State University 1983 — 1987
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
FINRA Series 7
FINRA 66
Accident Life and Health insurance licensed
Laura Beth Wolfe's UBS Financial Services Experience November 2003 - November 2004
Job
Industry Human Resources
Experience
Vela Insurance Services (a W. R. Berkley Company) April 2015 - Present
Illinois Holocaust Museum & Education Center November 2011 - April 2015
Cristo Rey Network September 2008 - July 2011
enteo Software, Inc. (A FrontRange Solutions Company) November 2004 - March 2008
Williams-Sonoma, Inc. October 2003 - January 2008
UBS Financial Services November 2003 - November 2004
Household International May 2003 - November 2003
Hewitt Associates January 1999 - May 2003
Skills
Volunteer Management, Training, Office Management, Managerial Finance, Interviews, Employee Benefits, Forecasting, Event Planning, Non-profits, Public Speaking, Nonprofits, Human Resources, Marketing, Event Management, Outlook, Customer Service, Management, Project Management, Leadership, Policy, Research, Employee Training, Community Outreach, Leadership Development, Onboarding, Analysis, Sales, Recruiting
Education
Miami University 1995 — 1998
BA
Vela Insurance Services (a W. R. Berkley Company) April 2015 - Present
Illinois Holocaust Museum & Education Center November 2011 - April 2015
Cristo Rey Network September 2008 - July 2011
enteo Software, Inc. (A FrontRange Solutions Company) November 2004 - March 2008
Williams-Sonoma, Inc. October 2003 - January 2008
UBS Financial Services November 2003 - November 2004
Household International May 2003 - November 2003
Hewitt Associates January 1999 - May 2003
Skills
Volunteer Management, Training, Office Management, Managerial Finance, Interviews, Employee Benefits, Forecasting, Event Planning, Non-profits, Public Speaking, Nonprofits, Human Resources, Marketing, Event Management, Outlook, Customer Service, Management, Project Management, Leadership, Policy, Research, Employee Training, Community Outreach, Leadership Development, Onboarding, Analysis, Sales, Recruiting
Education
Miami University 1995 — 1998
BA
Gregory Hurst Gregory Hurst's UBS Financial Services Experience 1999 - Present
Job Senior Vice President Wealth Management, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services 1999 - Present
Wine & Food Society New York June 2015 - 2015
Wine & Food Society New York 2011 - 2015
National Corp. Theatre Fund 2008 - 2015
SDC Foundation 1992-98 1992 - 1998
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Executive Education, Economics/Wealth Management
University of North Carolina at Chapel Hill 1973 — 1975
M.F.A., Dramatic Arts
University of Wisconsin-Madison 1970 — 1973
MA, English Literature
Miami University 1965 — 1969
B.S., Finance
UBS Financial Services 1999 - Present
Wine & Food Society New York June 2015 - 2015
Wine & Food Society New York 2011 - 2015
National Corp. Theatre Fund 2008 - 2015
SDC Foundation 1992-98 1992 - 1998
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Executive Education, Economics/Wealth Management
University of North Carolina at Chapel Hill 1973 — 1975
M.F.A., Dramatic Arts
University of Wisconsin-Madison 1970 — 1973
MA, English Literature
Miami University 1965 — 1969
B.S., Finance
Bill Kelleher Bill Kelleher's UBS Financial Services Experience November 2008 - April 2013
Job Private Wealth Manager at Highpoint Planning Partners
Industry Investment Management
Experience
Highpoint Planning Partners May 2013 - Present
UBS Financial Services November 2008 - April 2013
Merrill Lynch August 2000 - November 2008
ABN AMRO January 1993 - August 2000
LaSalle Capital Group July 1992 - January 1993
Skills
Investments, Portfolio Management, Fixed Income, Finance, Investment Strategies, Wealth Management, Asset Management, Mutual Funds, Retirement Planning, Investment Management, Equities, Asset Allocation, Series 63, Private Equity, Valuation, Investment Advisory, Series 7
Education
Northern Illinois University 1981 — 1983
BS, Finance
Highpoint Planning Partners May 2013 - Present
UBS Financial Services November 2008 - April 2013
Merrill Lynch August 2000 - November 2008
ABN AMRO January 1993 - August 2000
LaSalle Capital Group July 1992 - January 1993
Skills
Investments, Portfolio Management, Fixed Income, Finance, Investment Strategies, Wealth Management, Asset Management, Mutual Funds, Retirement Planning, Investment Management, Equities, Asset Allocation, Series 63, Private Equity, Valuation, Investment Advisory, Series 7
Education
Northern Illinois University 1981 — 1983
BS, Finance
Andrew Molinas Andrew Molinas's UBS Financial Services Experience January 2008 - April 2008
Job Operations Associate at Broadridge
Industry Financial Services
Experience
Broadridge Financial Solutions June 2012 - Present
Food Bank For New York City January 2012 - April 2012
New York Life Insurance Company July 2011 - December 2011
UBS Financial Services January 2008 - April 2008
Skills
Financial Analysis, Financial Planning, Financial Accounting, Strategic Planning, Team Coordination, Microsoft Office, Word, Excel, Access, Tax, Event Management, Corporate Finance, Strategic Financial..., Research, Microsoft Excel, Finance, Mergers & Acquisitions, Microsoft Word, Account Reconciliation, Financial Reporting, Portfolio Management, Analysis
Education
State University of New York at Buffalo 2009 — 2011
Bachelor, Business Administration; Financial Analysis
Nassau Community College 2007 — 2009
Accounting
Broadridge Financial Solutions June 2012 - Present
Food Bank For New York City January 2012 - April 2012
New York Life Insurance Company July 2011 - December 2011
UBS Financial Services January 2008 - April 2008
Skills
Financial Analysis, Financial Planning, Financial Accounting, Strategic Planning, Team Coordination, Microsoft Office, Word, Excel, Access, Tax, Event Management, Corporate Finance, Strategic Financial..., Research, Microsoft Excel, Finance, Mergers & Acquisitions, Microsoft Word, Account Reconciliation, Financial Reporting, Portfolio Management, Analysis
Education
State University of New York at Buffalo 2009 — 2011
Bachelor, Business Administration; Financial Analysis
Nassau Community College 2007 — 2009
Accounting
Jonathan Leeds Jonathan Leeds's UBS Financial Services Experience January 2015 - June 2015
Job Student at Northeastern University
Industry Financial Services
Experience
UBS Financial Services January 2015 - June 2015
Oppenheimer & Co. Inc. July 2014 - August 2014
Skills
Financial Analysis, Investments, Microsoft Office, Asset Management, Financial Planning, Public Speaking, Customer Service, Corporate Finance, Banking, Social Media, Financial Modeling, Risk Management, Marketing, Research, Microsoft Excel, Leadership, PowerPoint, Financial Services, Portfolio Management, Equities, Finance, Microsoft Word
Education
Northeastern University 2013 — 2017
BSBA, Finance, Entrepreneurship
Gulliver Preparatory 2009 — 2013
High School
UBS Financial Services January 2015 - June 2015
Oppenheimer & Co. Inc. July 2014 - August 2014
Skills
Financial Analysis, Investments, Microsoft Office, Asset Management, Financial Planning, Public Speaking, Customer Service, Corporate Finance, Banking, Social Media, Financial Modeling, Risk Management, Marketing, Research, Microsoft Excel, Leadership, PowerPoint, Financial Services, Portfolio Management, Equities, Finance, Microsoft Word
Education
Northeastern University 2013 — 2017
BSBA, Finance, Entrepreneurship
Gulliver Preparatory 2009 — 2013
High School
Charles Bao Charles Bao's UBS Financial Services Experience April 2012 - January 2013
Job Internal Auditor at Systemax
Industry Financial Services
Experience
Systemax June 2015 - Present
USG June 2014 - January 2015
Guerra Financial Group August 2013 - January 2014
UBS Financial Services April 2012 - January 2013
University of Miami October 2010 - May 2012
Skills
Financial Modeling, Bloomberg Terminal, Bloomberg, Economics, Finance, Research, Microsoft Excel, Analysis, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Customer Service, Financial Analysis, Spanish, Event Planning, Leadership, Data Analysis, Management, Marketing, Accounting, Time Management, Teamwork, Portfolio Management, Investments, Corporate Finance, Team Leadership, Outlook, Financial Reporting, Risk Management, Auditing, Financial Planning
Education
University of Miami 2010 — 2013
Bachelor of Science, Business Administration; Finance and Economics, 3.7 GPA
Miami Dade College 2008 — 2010
Associate of Arts (A.A.), Business Administration; Economics, 3.9 GPA
Systemax June 2015 - Present
USG June 2014 - January 2015
Guerra Financial Group August 2013 - January 2014
UBS Financial Services April 2012 - January 2013
University of Miami October 2010 - May 2012
Skills
Financial Modeling, Bloomberg Terminal, Bloomberg, Economics, Finance, Research, Microsoft Excel, Analysis, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Customer Service, Financial Analysis, Spanish, Event Planning, Leadership, Data Analysis, Management, Marketing, Accounting, Time Management, Teamwork, Portfolio Management, Investments, Corporate Finance, Team Leadership, Outlook, Financial Reporting, Risk Management, Auditing, Financial Planning
Education
University of Miami 2010 — 2013
Bachelor of Science, Business Administration; Finance and Economics, 3.7 GPA
Miami Dade College 2008 — 2010
Associate of Arts (A.A.), Business Administration; Economics, 3.9 GPA
Jonathan Bayeff Jonathan Bayeff's UBS Financial Services Experience June 2009 - August 2009
Job Experienced Associate Risk Assurance
Industry Accounting
Experience
PwC July 2015 - Present
PwC January 2015 - July 2015
Self Employed August 2011 - January 2015
H&R Block January 2011 - January 2013
JP Morgan Chase May 2010 - August 2011
TraxNYC January 2006 - May 2010
BramsonORT College June 2005 - May 2010
UBS Financial Services June 2009 - August 2009
Jewish Community Center of Bensonhurst April 2005 - August 2006
Skills
Series 6, Series 63, New York State Life and..., New York State Notary..., Microsoft Office, NYS Notary Public, Loans, Portfolio Management, Finance, Accounting, Tax, Banking, Financial Reporting, QuickBooks, Accounts Receivable, Accounts Payable, Financial Analysis, Management, Microsoft Excel, PowerPoint, Analysis, Public Speaking
Education
City University of New York-Hunter College 2011 — 2013
Bachelor of Applied Science (BASc), Accounting
New York University 2007 — 2010
Bachelor of Science, Economics
Edward R. Murrow High School 2002 — 2006
PwC July 2015 - Present
PwC January 2015 - July 2015
Self Employed August 2011 - January 2015
H&R Block January 2011 - January 2013
JP Morgan Chase May 2010 - August 2011
TraxNYC January 2006 - May 2010
BramsonORT College June 2005 - May 2010
UBS Financial Services June 2009 - August 2009
Jewish Community Center of Bensonhurst April 2005 - August 2006
Skills
Series 6, Series 63, New York State Life and..., New York State Notary..., Microsoft Office, NYS Notary Public, Loans, Portfolio Management, Finance, Accounting, Tax, Banking, Financial Reporting, QuickBooks, Accounts Receivable, Accounts Payable, Financial Analysis, Management, Microsoft Excel, PowerPoint, Analysis, Public Speaking
Education
City University of New York-Hunter College 2011 — 2013
Bachelor of Applied Science (BASc), Accounting
New York University 2007 — 2010
Bachelor of Science, Economics
Edward R. Murrow High School 2002 — 2006
Philip Patuto Philip Patuto's UBS Financial Services Experience May 2006 - March 2007
Job Technical Program Manager
Industry Online Media
Experience
Google March 2011 - Present
Yahoo! Rightmedia March 2007 - March 2011
UBS Financial Services May 2006 - March 2007
UnitedHealth Group, Uniprise January 2005 - May 2006
Yahoo! hotjobs November 2000 - December 2004
Interactive Systems & Management Corp May 1997 - November 2000
Skills
JIRA, Bugzilla, Quality Center, MySQL, Linux, JavaScript, Test Planning, Test Cases, Integration, Unix, HTML, RPM Package manager, Quick Test Professional, Mac OS, Confluence, Online Advertising, Real Time Bidding, Agile Methodologies, Manual Testing, System Testing, Usability Testing, Regression Testing, Test Management, QTP
Education
New York University 2008 — 2008
ND, Unix: Shell Scripts and Regular Expressions
William Paterson University of New Jersey 1993 — 1996
BA, Communictions
Google March 2011 - Present
Yahoo! Rightmedia March 2007 - March 2011
UBS Financial Services May 2006 - March 2007
UnitedHealth Group, Uniprise January 2005 - May 2006
Yahoo! hotjobs November 2000 - December 2004
Interactive Systems & Management Corp May 1997 - November 2000
Skills
JIRA, Bugzilla, Quality Center, MySQL, Linux, JavaScript, Test Planning, Test Cases, Integration, Unix, HTML, RPM Package manager, Quick Test Professional, Mac OS, Confluence, Online Advertising, Real Time Bidding, Agile Methodologies, Manual Testing, System Testing, Usability Testing, Regression Testing, Test Management, QTP
Education
New York University 2008 — 2008
ND, Unix: Shell Scripts and Regular Expressions
William Paterson University of New Jersey 1993 — 1996
BA, Communictions
Corey Pothier Corey Pothier's UBS Financial Services Experience March 2009 - August 2010
Job Vice President; Social Media Registered Principal
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
NCAA Women's Basketball Official November 2004 - Present
Merrill Lynch August 2010 - May 2012
UBS Financial Services March 2009 - August 2010
Bank of America November 2005 - January 2009
Skills
Wealth Management, Banking, Series 7, Series 24, Investments, Management, Supervisory Experience, Business Development, Social Media, Series 63, Mutual Funds, Asset Allocation, Customer Service, FINRA, Finance, Financial Analysis, Financial Services, Fixed Income, Insurance, Leadership, Loans, Microsoft Office, Portfolio Management, Public Speaking, Retirement Planning, Risk Management, Securities, Series 6, Strategic Financial..., Strategic Planning
Education
Southern New Hampshire University 1993 — 1996
Bachelor's degree, Business Administration
Hesser College 1991 — 1993
Associate of Science (A.S.), Business Administration and Management, General
Merrill Lynch May 2012 - Present
NCAA Women's Basketball Official November 2004 - Present
Merrill Lynch August 2010 - May 2012
UBS Financial Services March 2009 - August 2010
Bank of America November 2005 - January 2009
Skills
Wealth Management, Banking, Series 7, Series 24, Investments, Management, Supervisory Experience, Business Development, Social Media, Series 63, Mutual Funds, Asset Allocation, Customer Service, FINRA, Finance, Financial Analysis, Financial Services, Fixed Income, Insurance, Leadership, Loans, Microsoft Office, Portfolio Management, Public Speaking, Retirement Planning, Risk Management, Securities, Series 6, Strategic Financial..., Strategic Planning
Education
Southern New Hampshire University 1993 — 1996
Bachelor's degree, Business Administration
Hesser College 1991 — 1993
Associate of Science (A.S.), Business Administration and Management, General
Christina Motz Tenhundfeld's UBS Financial Services Experience February 2009 - May 2009
Job Digital Marketing Specialist
Industry Marketing and Advertising
Experience
The E.W. Scripps Company August 2014 - Present
Co-Ed Supply September 2013 - July 2014
The Karen Wellington Memorial Foundation May 2013 - March 2014
Vantiv September 2012 - September 2013
Kneipp Farm January 2011 - December 2012
Morgan Stanley May 2009 - September 2012
UBS Financial Services February 2009 - May 2009
Lochmoor Stables January 2008 - August 2008
Bagel and Deli August 2005 - May 2008
Rheinland Farm March 2007 - August 2007
Skills
Marketing, Non-profits, Strategic Planning, Teamwork, Management, Social Networking, Relationship Management, iMovie, Photography, Event Planning, Account Management, Microsoft Office, Macintosh Applications, Salesforce.com, Social Media, Business Process..., Creative Problem Solving, CRM, Entrepreneurship, Sales, Time Management, Analysis, Proofreading, Coaching, Communication Skills, PowerPoint, Problem, Creative Solutions, Budgets, Business Planning, Marketing Strategy, Social Media Marketing, Leadership, Digital Marketing, Strategy, Marketing Communications, Advertising, Google Analytics, Business Development, Email Marketing, Facebook
Education
Miami University 2004 — 2008
Special Education, Entrepreneurship
Saint Ursula Academy
The E.W. Scripps Company August 2014 - Present
Co-Ed Supply September 2013 - July 2014
The Karen Wellington Memorial Foundation May 2013 - March 2014
Vantiv September 2012 - September 2013
Kneipp Farm January 2011 - December 2012
Morgan Stanley May 2009 - September 2012
UBS Financial Services February 2009 - May 2009
Lochmoor Stables January 2008 - August 2008
Bagel and Deli August 2005 - May 2008
Rheinland Farm March 2007 - August 2007
Skills
Marketing, Non-profits, Strategic Planning, Teamwork, Management, Social Networking, Relationship Management, iMovie, Photography, Event Planning, Account Management, Microsoft Office, Macintosh Applications, Salesforce.com, Social Media, Business Process..., Creative Problem Solving, CRM, Entrepreneurship, Sales, Time Management, Analysis, Proofreading, Coaching, Communication Skills, PowerPoint, Problem, Creative Solutions, Budgets, Business Planning, Marketing Strategy, Social Media Marketing, Leadership, Digital Marketing, Strategy, Marketing Communications, Advertising, Google Analytics, Business Development, Email Marketing, Facebook
Education
Miami University 2004 — 2008
Special Education, Entrepreneurship
Saint Ursula Academy
Torin Snydeman's UBS Financial Services Experience July 2013 - October 2013
Job Finance Intern at Agency Oasis
Industry Financial Services
Experience
Agency Oasis January 2015 - Present
UBS Financial Services July 2013 - October 2013
R & D Contractors Inc. May 2010 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Accounting, Customer Service, Teamwork, Leadership, Outlook, Social Media, Photoshop, Team Leadership, Management
Education
Northeastern University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Sacred Heart University 2010 — 2011
Bachelor of Science (B.S.), Finance, General
Agency Oasis January 2015 - Present
UBS Financial Services July 2013 - October 2013
R & D Contractors Inc. May 2010 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Accounting, Customer Service, Teamwork, Leadership, Outlook, Social Media, Photoshop, Team Leadership, Management
Education
Northeastern University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Sacred Heart University 2010 — 2011
Bachelor of Science (B.S.), Finance, General
Bindu Alexander Frank Bindu Alexander Frank's UBS Financial Services Experience June 2005 - December 2007
Job Risk and Policy, Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York March 2012 - Present
Vietnam Financial Review, Ministry of Finance May 2009 - September 2011
Hanoi University of Science January 2009 - June 2011
UBS Financial Services June 2005 - December 2007
UBS Wealth Management June 2004 - June 2005
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) March 1998 - August 2002
Skills
Project Management, Financial Risk, Data Analysis, Policy, Strategy, Financial Markets, Banking, Process Improvement, Business Analysis, Product Development, Training, Editing, Accounting, Negotiation, Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master's Degree, International Public Policy, Southeast Asia Concentration
New York University 2006 — 2008
Economics, Emerging Market Finance
University of Washington
Computer Science Engineering
Federal Reserve Bank of New York March 2012 - Present
Vietnam Financial Review, Ministry of Finance May 2009 - September 2011
Hanoi University of Science January 2009 - June 2011
UBS Financial Services June 2005 - December 2007
UBS Wealth Management June 2004 - June 2005
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) March 1998 - August 2002
Skills
Project Management, Financial Risk, Data Analysis, Policy, Strategy, Financial Markets, Banking, Process Improvement, Business Analysis, Product Development, Training, Editing, Accounting, Negotiation, Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master's Degree, International Public Policy, Southeast Asia Concentration
New York University 2006 — 2008
Economics, Emerging Market Finance
University of Washington
Computer Science Engineering
Andrew Poulin Andrew Poulin's UBS Financial Services Experience June 2008 - August 2008
Job Research Associate at CoStar Group
Industry Real Estate
Experience
CoStar Group September 2015 - Present
Phoenix Integrated Store Consultants July 2015 - September 2015
King's Academy August 2012 - June 2014
King's Academy January 2012 - June 2013
Broadreach June 2011 - August 2012
OEX Kayak Center June 2010 - July 2010
UBS Financial Services June 2008 - August 2008
Hackley School June 2007 - June 2007
Skills
Teaching, Microsoft Word, Microsoft Excel, Photoshop, Final Cut Pro, PowerPoint, Research, Public Speaking, Microsoft Office, Social Media, Editing, Curriculum Design, Curriculum Development, Nonprofits, Tutoring, Teamwork, Friendly Personality
Education
Middlebury College 2007 — 2011
Bachelor in Liberal Arts, Geography
Hackley School 2003 — 2007
CoStar Group September 2015 - Present
Phoenix Integrated Store Consultants July 2015 - September 2015
King's Academy August 2012 - June 2014
King's Academy January 2012 - June 2013
Broadreach June 2011 - August 2012
OEX Kayak Center June 2010 - July 2010
UBS Financial Services June 2008 - August 2008
Hackley School June 2007 - June 2007
Skills
Teaching, Microsoft Word, Microsoft Excel, Photoshop, Final Cut Pro, PowerPoint, Research, Public Speaking, Microsoft Office, Social Media, Editing, Curriculum Design, Curriculum Development, Nonprofits, Tutoring, Teamwork, Friendly Personality
Education
Middlebury College 2007 — 2011
Bachelor in Liberal Arts, Geography
Hackley School 2003 — 2007
Jamie Baraldi Jamie Baraldi's UBS Financial Services Experience January 2009 - Present
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Wells Fargo Advisors July 2003 - January 2009
Morgan Stanley March 1993 - July 2003
Education
Muhlenberg College
Economics and Finance
Wharton Business School
UBS Financial Services January 2009 - Present
Wells Fargo Advisors July 2003 - January 2009
Morgan Stanley March 1993 - July 2003
Education
Muhlenberg College
Economics and Finance
Wharton Business School
Patrick Amato, CFA® Patrick Amato, CFA®'s UBS Financial Services Experience January 2009 - Present
Job Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Education
New York University 1981 — 1985
B.S., Finance
New York University
Masters, History
UBS Financial Services January 2009 - Present
Education
New York University 1981 — 1985
B.S., Finance
New York University
Masters, History
Don Qualters Don Qualters's UBS Financial Services Experience 2000 - 2004
Job Chief Distribution Officer, Partner at ResQ Investment Partners
Industry Investment Management
Experience
ResQ Investment Partners September 2014 - Present
SunAmerica Asset Management September 2004 - September 2014
UBS Financial Services 2000 - 2004
AG Edwards 1999 - 2000
Skills
Finance, Investments, Mutual Funds
Education
Miami University
Bachelor of Science (BS), Marketing
ResQ Investment Partners September 2014 - Present
SunAmerica Asset Management September 2004 - September 2014
UBS Financial Services 2000 - 2004
AG Edwards 1999 - 2000
Skills
Finance, Investments, Mutual Funds
Education
Miami University
Bachelor of Science (BS), Marketing
Derrick R. E. Doba, CPA/CFF/CGMA, MBA Derrick R. E. Doba, CPA/CFF/CGMA, MBA's UBS Financial Services Experience April 2001 - August 2003
Job President & CEO at Doba CPA, PC
Industry Accounting
Experience
Grand Canyon University July 2012 - Present
Arizona State Board of Tax Appeals May 2012 - Present
Doba CPA, PC December 2008 - Present
Cerrick Entertainment, Inc. August 2004 - Present
Copperleaf Communities, Inc. November 2007 - December 2008
Sandstone Homes, Inc. October 2003 - November 2007
Saxons River Entertainment August 2004 - April 2006
Sandstorm Entertainment October 1998 - August 2004
UBS Financial Services April 2001 - August 2003
Peacock, Hislop, Staley & Given, Inc. September 1992 - April 2001
Skills
Software, Financial Reporting, Tax Planning, Financial Analysis, Part-Time CFO Services, Acquisitions, Partnerships, Corporate Governance, Corporate Tax, Personal Income Tax..., Divestitures, Business Strategy, Mergers, US GAAP, Non-profits, Entity Formations, Purchase Price..., Financial Accounting, Revenue Recognition, Internal Controls, Mergers & Acquisitions, GAAP, CPA, Forecasting, Tax, Financial Modeling, Financial Planners, Entrepreneurship, Nonprofits, Accounting, Finance, Financial Statements, Tax Preparation, Financial Services, Financial Planning
Education
Strayer University 2007 — 2008
Diploma, Accounting
Northern Arizona University-The W. A. Franke College of Business 1992 — 1997
MBA, Management
Northern Arizona University-The W. A. Franke College of Business 1984 — 1988
BSBA, Finance
Grand Canyon University July 2012 - Present
Arizona State Board of Tax Appeals May 2012 - Present
Doba CPA, PC December 2008 - Present
Cerrick Entertainment, Inc. August 2004 - Present
Copperleaf Communities, Inc. November 2007 - December 2008
Sandstone Homes, Inc. October 2003 - November 2007
Saxons River Entertainment August 2004 - April 2006
Sandstorm Entertainment October 1998 - August 2004
UBS Financial Services April 2001 - August 2003
Peacock, Hislop, Staley & Given, Inc. September 1992 - April 2001
Skills
Software, Financial Reporting, Tax Planning, Financial Analysis, Part-Time CFO Services, Acquisitions, Partnerships, Corporate Governance, Corporate Tax, Personal Income Tax..., Divestitures, Business Strategy, Mergers, US GAAP, Non-profits, Entity Formations, Purchase Price..., Financial Accounting, Revenue Recognition, Internal Controls, Mergers & Acquisitions, GAAP, CPA, Forecasting, Tax, Financial Modeling, Financial Planners, Entrepreneurship, Nonprofits, Accounting, Finance, Financial Statements, Tax Preparation, Financial Services, Financial Planning
Education
Strayer University 2007 — 2008
Diploma, Accounting
Northern Arizona University-The W. A. Franke College of Business 1992 — 1997
MBA, Management
Northern Arizona University-The W. A. Franke College of Business 1984 — 1988
BSBA, Finance
Michele Pawluk Michele Pawluk's UBS Financial Services Experience December 2008 - October 2009
Job Client Relationship Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2011 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
Bear Stearns an affiliate of J.P. Morgan Chase October 2009 - January 2010
UBS Financial Services December 2008 - October 2009
Smith Barney August 2006 - December 2008
WWCD 101.1 FM June 2003 - August 2005
Ten United September 2004 - March 2005
Skills
Investments, Wealth Management, Retirement Planning, 401k, Customer Service, Securities, Microsoft Office, Marketing Communications, Estate Planning, Administrative..., Event Planning, Marketing
Education
Mercyhurst University 2001 — 2003
Design
The Ohio State University
Bachelors, Marketing and Communication
Robert W. Baird & Co. June 2011 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
Bear Stearns an affiliate of J.P. Morgan Chase October 2009 - January 2010
UBS Financial Services December 2008 - October 2009
Smith Barney August 2006 - December 2008
WWCD 101.1 FM June 2003 - August 2005
Ten United September 2004 - March 2005
Skills
Investments, Wealth Management, Retirement Planning, 401k, Customer Service, Securities, Microsoft Office, Marketing Communications, Estate Planning, Administrative..., Event Planning, Marketing
Education
Mercyhurst University 2001 — 2003
Design
The Ohio State University
Bachelors, Marketing and Communication
Marc Horner, CFP®, CIMA® Marc Horner, CFP®, CIMA®'s UBS Financial Services Experience 2008 - 2015
Job President
Industry Financial Services
Experience
Fairhaven Wealth Management 2015 - Present
Investments & Wealth Monitor 2010 - Present
The Chicago Community Trust 2010 - Present
UBS Financial Services 2008 - 2015
Merrill Lynch 2000 - 2008
LaSalle Bank 1997 - 2000
Education
The University of Chicago - Booth School of Business
Financial Planning & Wealth Management
University of Pennsylvania - The Wharton School
Investment Management & Analysis
North Park University
Economics
Providence Country Day
High School
Fairhaven Wealth Management 2015 - Present
Investments & Wealth Monitor 2010 - Present
The Chicago Community Trust 2010 - Present
UBS Financial Services 2008 - 2015
Merrill Lynch 2000 - 2008
LaSalle Bank 1997 - 2000
Education
The University of Chicago - Booth School of Business
Financial Planning & Wealth Management
University of Pennsylvania - The Wharton School
Investment Management & Analysis
North Park University
Economics
Providence Country Day
High School
Heidi Block's UBS Financial Services Experience December 2006 - September 2009
Job Large Enterprise Account Manager
Industry Internet
Experience
PayPal April 2014 - Present
PayPal March 2013 - April 2014
PayPal April 2012 - March 2013
PayPal 2010 - 2012
PayPal 2009 - 2010
UBS Financial Services December 2006 - September 2009
Skills
Salesforce.com, Online Advertising, Analytics, Finance, E-commerce, Start-ups, Analysis, Strategy, Competitive Analysis, Account Management, Web Analytics, SEM, Risk Management, Strategic Partnerships, CRM, Selling, Training, Sales, Relationship Management, Business Relationship...
Education
Minnesota State University, Mankato 1996 — 2000
Bachelor of Science (B.S.), Communication, General
PayPal April 2014 - Present
PayPal March 2013 - April 2014
PayPal April 2012 - March 2013
PayPal 2010 - 2012
PayPal 2009 - 2010
UBS Financial Services December 2006 - September 2009
Skills
Salesforce.com, Online Advertising, Analytics, Finance, E-commerce, Start-ups, Analysis, Strategy, Competitive Analysis, Account Management, Web Analytics, SEM, Risk Management, Strategic Partnerships, CRM, Selling, Training, Sales, Relationship Management, Business Relationship...
Education
Minnesota State University, Mankato 1996 — 2000
Bachelor of Science (B.S.), Communication, General
Marty Strong's UBS Financial Services Experience April 2000 - April 2002
Job Chief Executive Officer, Linxx Global Solutions, Inc.
Industry Defense & Space
Experience
Linxx Global Solutions, Inc. January 2009 - Present
Xe Services LLC August 2005 - January 2009
Guardian Group International May 2002 - July 2005
Fox News Channel July 2001 - May 2005
UBS Financial Services April 2000 - April 2002
Legg Mason January 1996 - April 2000
US Navy SEAL June 1975 - December 1995
Skills
Counterterrorism, Special Operations, DoD, Defense, Consulting, Surveillance, Government, Military, Security Clearance, Security Management, National Security, Team Leadership
Education
Horizon Flight Center
Pilot, Single Engine Instrument Rating
Villanova University 2006 — 2007
Master Black Belt, Lean Six Sigma
National University 1990 — 1992
MA, Management
National University 1983 — 1986
BBA, Business Administration
Linxx Global Solutions, Inc. January 2009 - Present
Xe Services LLC August 2005 - January 2009
Guardian Group International May 2002 - July 2005
Fox News Channel July 2001 - May 2005
UBS Financial Services April 2000 - April 2002
Legg Mason January 1996 - April 2000
US Navy SEAL June 1975 - December 1995
Skills
Counterterrorism, Special Operations, DoD, Defense, Consulting, Surveillance, Government, Military, Security Clearance, Security Management, National Security, Team Leadership
Education
Horizon Flight Center
Pilot, Single Engine Instrument Rating
Villanova University 2006 — 2007
Master Black Belt, Lean Six Sigma
National University 1990 — 1992
MA, Management
National University 1983 — 1986
BBA, Business Administration
Hiren Munver's UBS Financial Services Experience October 2006 - May 2007
Job Senior Financial Management Associate at EY
Industry Financial Services
Experience
EY May 2009 - Present
Ernst & Young LLP June 2007 - April 2009
UBS Financial Services October 2006 - May 2007
Skills
PeopleSoft, Financial Modeling, Forecasting, Finance, Accounting, Risk Management, Process Improvement, Business Analysis, Business Development, Financial Analysis, Managerial Finance, Analysis, Budgets, Sarbanes-Oxley Act, Management, Leadership
Education
New Jersey City University 2002 — 2006
BS, Finance and Economics
City College of San Francisco 2000 — 2002
EY May 2009 - Present
Ernst & Young LLP June 2007 - April 2009
UBS Financial Services October 2006 - May 2007
Skills
PeopleSoft, Financial Modeling, Forecasting, Finance, Accounting, Risk Management, Process Improvement, Business Analysis, Business Development, Financial Analysis, Managerial Finance, Analysis, Budgets, Sarbanes-Oxley Act, Management, Leadership
Education
New Jersey City University 2002 — 2006
BS, Finance and Economics
City College of San Francisco 2000 — 2002
Christian Davies, D.C.'s UBS Financial Services Experience August 2006 - July 2009
Job Contractor at Sysco
Industry Health, Wellness and Fitness
Experience
Sysco - Syracuse October 2013 - Present
New York Chiropractic College - Graduate Student September 2010 - July 2014
UBS Financial Services August 2006 - July 2009
Skills
Chiropractic, Nutrition, Payroll, PeopleSoft, ADP Payroll, HRIS, Human Resources, Employee Benefits, Employee Relations, Benefits Administration, Customer Service, Onboarding, Outlook, Microsoft Excel, Microsoft Word, Hospitality Management, SOT, Graston Technique, Flexion Distraction, Kinesio Taping, Applied Kinesiology, Myofascial Release..., Thompson Drop, Employee Training, Fitness
Education
New York Chiropractic College 2012 — 2014
Master's degree, Clinical Nutrition/Nutritionist
New York Chiropractic College 2010 — 2013
Doctor of Chiropractic, Health and Wellness, General
Rochester Institute of Technology 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Human Resources Management/Personnel Administration, General
Sysco - Syracuse October 2013 - Present
New York Chiropractic College - Graduate Student September 2010 - July 2014
UBS Financial Services August 2006 - July 2009
Skills
Chiropractic, Nutrition, Payroll, PeopleSoft, ADP Payroll, HRIS, Human Resources, Employee Benefits, Employee Relations, Benefits Administration, Customer Service, Onboarding, Outlook, Microsoft Excel, Microsoft Word, Hospitality Management, SOT, Graston Technique, Flexion Distraction, Kinesio Taping, Applied Kinesiology, Myofascial Release..., Thompson Drop, Employee Training, Fitness
Education
New York Chiropractic College 2012 — 2014
Master's degree, Clinical Nutrition/Nutritionist
New York Chiropractic College 2010 — 2013
Doctor of Chiropractic, Health and Wellness, General
Rochester Institute of Technology 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Human Resources Management/Personnel Administration, General
Laura Haberman's UBS Financial Services Experience August 1999 - June 2006
Job Instructional Designer
Industry E-Learning
Experience
Montclair State University June 2006 - Present
UBS Financial Services August 1999 - June 2006
Education
Montclair State University 2006 — 2007
M.Ed., Educational Technology
Montclair State University 2002 — 2005
MBA, Management
University of Pennsylvania 1993 — 1997
Montclair State University June 2006 - Present
UBS Financial Services August 1999 - June 2006
Education
Montclair State University 2006 — 2007
M.Ed., Educational Technology
Montclair State University 2002 — 2005
MBA, Management
University of Pennsylvania 1993 — 1997
Dudley Jennings Jr.'s UBS Financial Services Experience 2005 - 2008
Job Educator, Artist, Consultant, Social Media Mgmt, Wealth Management Skills
Industry Online Media
Experience
Consultant August 2011 - Present
JetSetter Fresh/Underground Live, LLC. June 2009 - Present
Freedom 7: Ask Dear Love January 2010 - May 2014
MullinTBG, a Prudential Financial company January 2008 - January 2012
UBS Financial Services 2005 - 2008
Bear Stearns 2005 - 2006
Skills
Social Media..., Investments, Financial Services, Finance, Social Media Blogging, Social Media Marketing, Securities, Social Media Management, Higher Education, Financial Literacy..., Series 7, Financial Analysis, Public Speaking, Copy Writing, Speech Writing, Speech Coach, Social Networking, Social Media
Education
Mount St. Mary's College 2013 — 2015
Master’s Degree, Humanities
University of California, San Diego 1995 — 2000
Bachelor of Arts (B.A.), Communications
Consultant August 2011 - Present
JetSetter Fresh/Underground Live, LLC. June 2009 - Present
Freedom 7: Ask Dear Love January 2010 - May 2014
MullinTBG, a Prudential Financial company January 2008 - January 2012
UBS Financial Services 2005 - 2008
Bear Stearns 2005 - 2006
Skills
Social Media..., Investments, Financial Services, Finance, Social Media Blogging, Social Media Marketing, Securities, Social Media Management, Higher Education, Financial Literacy..., Series 7, Financial Analysis, Public Speaking, Copy Writing, Speech Writing, Speech Coach, Social Networking, Social Media
Education
Mount St. Mary's College 2013 — 2015
Master’s Degree, Humanities
University of California, San Diego 1995 — 2000
Bachelor of Arts (B.A.), Communications
Edwin Gaw's UBS Financial Services Experience May 2006 - Present
Job Investment Advisro at UBS Wealth Management
Industry Financial Services
Experience
UBS Financial Services May 2006 - Present
Morgan Stanley January 2005 - May 2006
Coldwell Banker November 2003 - December 2004
Education Source, Inc December 1996 - July 2002
Northrop Grumman Corporation August 1991 - September 1995
Education
New York University 1987 — 1989
Bachelor of Science, Accounting
New York University - Leonard N. Stern School of Business
UBS Financial Services May 2006 - Present
Morgan Stanley January 2005 - May 2006
Coldwell Banker November 2003 - December 2004
Education Source, Inc December 1996 - July 2002
Northrop Grumman Corporation August 1991 - September 1995
Education
New York University 1987 — 1989
Bachelor of Science, Accounting
New York University - Leonard N. Stern School of Business
Gregg Vonderhaar's UBS Financial Services Experience January 1992 - Present
Job Investment Management Consultant
Industry Financial Services
Experience
UBS Financial Services January 1992 - Present
Education
Xavier University - Williams College of Business 1994 — 1997
MBA
Miami University 1987 — 1991
UBS Financial Services January 1992 - Present
Education
Xavier University - Williams College of Business 1994 — 1997
MBA
Miami University 1987 — 1991
Stephen Barto, CFP®'s UBS Financial Services Experience 1999 - 2007
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2007 - Present
UBS Financial Services 1999 - 2007
Navy Intelligence June 1981 - December 2006
Merrill Lynch 1995 - 1999
Farragut Development Company 1989 - 1994
Alam, Morris & Company June 1980 - April 1981
Skills
Investments, Retirement Planning, Asset Allocation, Wealth Management, Personal Financial..., Retirement, Securities, Estate Planning, Mutual Funds, Financial Advisory, Alternative Investments, Economics, Investment Strategies, Insurance, Life Insurance, Financial Modeling
Education
University of Virginia - Darden Graduate School of Business Administration 1987 — 1989
MBA
Michigan State University 1976 — 1980
BA, Accounting
Wells Fargo Advisors, LLC January 2007 - Present
UBS Financial Services 1999 - 2007
Navy Intelligence June 1981 - December 2006
Merrill Lynch 1995 - 1999
Farragut Development Company 1989 - 1994
Alam, Morris & Company June 1980 - April 1981
Skills
Investments, Retirement Planning, Asset Allocation, Wealth Management, Personal Financial..., Retirement, Securities, Estate Planning, Mutual Funds, Financial Advisory, Alternative Investments, Economics, Investment Strategies, Insurance, Life Insurance, Financial Modeling
Education
University of Virginia - Darden Graduate School of Business Administration 1987 — 1989
MBA
Michigan State University 1976 — 1980
BA, Accounting
Jennifer Marling's UBS Financial Services Experience 1993 - 2002
Job AVP, Senior Security Analyst, Infrastructure Technology Services at Nuveen Investments
Industry Financial Services
Experience
Nuveen Securities, LLC September 2008 - Present
Nuveen Investments 2008 - 2015
Nuveen Investments April 2005 - September 2008
Ariel Investments 2002 - 2004
UBS Financial Services 1993 - 2002
The National Trust for Historic Preservation 1993 - 1994
Performing Arts Chicago 1992 - 1993
Michigan Opera Theatre 1989 - 1992
Education
Barrington High School
High School, Pre-College
Michigan State University
B.A., English, Minors in Film Studies and Theater
Nuveen Securities, LLC September 2008 - Present
Nuveen Investments 2008 - 2015
Nuveen Investments April 2005 - September 2008
Ariel Investments 2002 - 2004
UBS Financial Services 1993 - 2002
The National Trust for Historic Preservation 1993 - 1994
Performing Arts Chicago 1992 - 1993
Michigan Opera Theatre 1989 - 1992
Education
Barrington High School
High School, Pre-College
Michigan State University
B.A., English, Minors in Film Studies and Theater
John Prebay's UBS Financial Services Experience January 2004 - Present
Job Senior VP at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2004 - Present
Merrill Lynch October 1992 - January 2004
Ingres June 1990 - October 1992
Digital Equipment Corporation June 1987 - June 1990
Education
Michigan State University 1983 — 1987
B.A., Business
Michigan State University - The Eli Broad College of Business 1983 — 1987
UBS Financial Services January 2004 - Present
Merrill Lynch October 1992 - January 2004
Ingres June 1990 - October 1992
Digital Equipment Corporation June 1987 - June 1990
Education
Michigan State University 1983 — 1987
B.A., Business
Michigan State University - The Eli Broad College of Business 1983 — 1987
Sam Sabaugh's UBS Financial Services Experience August 1982 - Present
Job UBS Financial Services, Inc. Senior Vice President, Wealth Management
Industry Financial Services
Experience
UBS Financial Services August 1982 - Present
Education
Northern Michigan University 1969 — 1973
Bachelor's degree, English & Math
St James Ferndale, MI 1968 — 1969
High School
Detroit Pershing High School 1967 — 1968
High School
St Benedict's Highland Park, MI 1957 — 1967
grades 1-10
UBS Financial Services August 1982 - Present
Education
Northern Michigan University 1969 — 1973
Bachelor's degree, English & Math
St James Ferndale, MI 1968 — 1969
High School
Detroit Pershing High School 1967 — 1968
High School
St Benedict's Highland Park, MI 1957 — 1967
grades 1-10
James W. Rimmel's UBS Financial Services Experience November 1997 - Present
Job Managing Director Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 1997 - Present
Merrill Lynch January 1996 - November 1997
Merrill Lynch February 1994 - January 1996
Merrill Lynch July 1990 - February 1994
Skills
Wealth Management, Retirement Planning, Investments, Strategic Planning, Asset Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1991 — 1994
MBA, Finance and Strategic Planning & Policy
Miami University 1986 — 1990
B.S. in Business, Major = General Business; Minor = History
UBS Financial Services November 1997 - Present
Merrill Lynch January 1996 - November 1997
Merrill Lynch February 1994 - January 1996
Merrill Lynch July 1990 - February 1994
Skills
Wealth Management, Retirement Planning, Investments, Strategic Planning, Asset Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1991 — 1994
MBA, Finance and Strategic Planning & Policy
Miami University 1986 — 1990
B.S. in Business, Major = General Business; Minor = History
Mervat Philobos's UBS Financial Services Experience Regional Manager for US L&MUBS2008 - Present
Job Lead Associate at UBS Financial Services
Industry Banking
Experience
UBS Financial Services Regional Manager for US L&MUBS2008 - Present
UBS WMUS 2003 - Present
Beth Isreal Medical Center September 1997 - November 2000
Skills
Operational Risk..., Networking, Vendor Management, Business Analysis, Disaster Recovery, IT Strategy, Risk Management, Access, Vulnerability Management, ITIL, Linux, Testing, Antivirus, Servers, Credit Analysis, Trading Systems, Management, Equities, SDLC, Data Center, Change Management, Enterprise Software, Policy
Education
Montclair State University 1986 — 1990
UBS Financial Services Regional Manager for US L&MUBS2008 - Present
UBS WMUS 2003 - Present
Beth Isreal Medical Center September 1997 - November 2000
Skills
Operational Risk..., Networking, Vendor Management, Business Analysis, Disaster Recovery, IT Strategy, Risk Management, Access, Vulnerability Management, ITIL, Linux, Testing, Antivirus, Servers, Credit Analysis, Trading Systems, Management, Equities, SDLC, Data Center, Change Management, Enterprise Software, Policy
Education
Montclair State University 1986 — 1990
Shuman Roy's UBS Financial Services Experience 1998 - 2007
Job Franchise Owner, Musician, Music Education
Industry Music
Experience
School of Rock - Orangeburg January 2012 - Present
Citi Private Bank August 2009 - February 2013
Citigroup August 2006 - August 2009
UBS Financial Services 1998 - 2007
Paine Webber 1997 - 2000
Skills
Wealth Management, New Business Development, Private Banking, Marketing Strategy, Product Management, Product Development, Risk Management, Business Analysis, Business Strategy, Process Improvement, Leadership, Management, Business Development, Program Management, Strategy, Team Leadership, Financial Services, Vendor Management, Business Process..., SDLC, CRM, Business Intelligence
Education
New York University 1998 — 2001
MBA, Accounting and Finance
School of Rock - Orangeburg January 2012 - Present
Citi Private Bank August 2009 - February 2013
Citigroup August 2006 - August 2009
UBS Financial Services 1998 - 2007
Paine Webber 1997 - 2000
Skills
Wealth Management, New Business Development, Private Banking, Marketing Strategy, Product Management, Product Development, Risk Management, Business Analysis, Business Strategy, Process Improvement, Leadership, Management, Business Development, Program Management, Strategy, Team Leadership, Financial Services, Vendor Management, Business Process..., SDLC, CRM, Business Intelligence
Education
New York University 1998 — 2001
MBA, Accounting and Finance
Elizabeth Cady, CFA's UBS Financial Services Experience March 2013 - Present
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS Financial Services March 2013 - Present
JP Morgan September 2006 - March 2013
US Trust 2003 - 2006
State Street Global Advisors September 1998 - March 2003
Education
Middlebury College 1986 — 1990
B.A., English
UBS Financial Services March 2013 - Present
JP Morgan September 2006 - March 2013
US Trust 2003 - 2006
State Street Global Advisors September 1998 - March 2003
Education
Middlebury College 1986 — 1990
B.A., English
Ravi Gulivindala's UBS Financial Services Experience June 2002 - September 2005
Job Managing Director / Talent Acquisition at Nest Seekers International
Industry Financial Services
Experience
Nest Seekers International January 2010 - Present
Fisher Investments August 2007 - November 2009
ADELANTUS October 2005 - June 2007
UBS Financial Services June 2002 - September 2005
SUN CAPITAL MANAGEMENT LLC January 1999 - January 2002
Sister companies providing securities and technology consulting services January 1998 - January 2001
High Net Worth January 1996 - January 1999
Education
New York University - Polytechnic School of Engineering 1988 — 1992
BSEE, Electrical Engineering / Computer Science
New York University - Polytechnic School of Engineering
Bachelor of Science, Electrical Engineering/Computer Science
Nest Seekers International January 2010 - Present
Fisher Investments August 2007 - November 2009
ADELANTUS October 2005 - June 2007
UBS Financial Services June 2002 - September 2005
SUN CAPITAL MANAGEMENT LLC January 1999 - January 2002
Sister companies providing securities and technology consulting services January 1998 - January 2001
High Net Worth January 1996 - January 1999
Education
New York University - Polytechnic School of Engineering 1988 — 1992
BSEE, Electrical Engineering / Computer Science
New York University - Polytechnic School of Engineering
Bachelor of Science, Electrical Engineering/Computer Science
Mary Jane Billy Dulabon's UBS Financial Services Experience April 2010 - November 2011
Job Marketing Communications Freelancer
Industry Marketing and Advertising
Experience
TD Ameritrade February 2015 - July 2015
TD Ameritrade October 2012 - March 2014
Ernst & Young January 2012 - September 2012
UBS Financial Services April 2010 - November 2011
UBS January 2006 - April 2010
Prudential Financial January 2000 - January 2006
Skills
Internal & External..., Marketing Communications, Program Management, Internal Communications, Project Planning, Relationship Management, Relationship Building, Training, Event Planning, Strategy, Vendor Management, Marketing, Project Management, Leadership, Management, Strategic Planning, Financial Services, Sales, Business Analysis, Media Relations, Meeting Planning
Education
Seton Hall University 2003 — 2005
MA, Public and Corporate Communication
Monmouth University 1996 — 1998
BA, Communications
Ocean County College 1992 — 1995
AA, Liberal Arts
TD Ameritrade February 2015 - July 2015
TD Ameritrade October 2012 - March 2014
Ernst & Young January 2012 - September 2012
UBS Financial Services April 2010 - November 2011
UBS January 2006 - April 2010
Prudential Financial January 2000 - January 2006
Skills
Internal & External..., Marketing Communications, Program Management, Internal Communications, Project Planning, Relationship Management, Relationship Building, Training, Event Planning, Strategy, Vendor Management, Marketing, Project Management, Leadership, Management, Strategic Planning, Financial Services, Sales, Business Analysis, Media Relations, Meeting Planning
Education
Seton Hall University 2003 — 2005
MA, Public and Corporate Communication
Monmouth University 1996 — 1998
BA, Communications
Ocean County College 1992 — 1995
AA, Liberal Arts
EARL GILLEM's UBS Financial Services Experience 1989 - 2008
Job Financial Services
Industry Banking
Experience
UBS Financial Services, Inc March 1989 - February 2008
UBS Financial Services 1989 - 2008
Education
New Jersey City University 2008 — 2012
UBS Financial Services, Inc March 1989 - February 2008
UBS Financial Services 1989 - 2008
Education
New Jersey City University 2008 — 2012
Melissa Cowan's UBS Financial Services Experience February 2007 - June 2013
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
UBS Financial Services February 2007 - June 2013
KeyCorp 1993 - 2007
Skills
Retirement Planning, Mutual Funds, Wealth Management, Retirement, Financial Services, Investments, Asset Management, 401k, Series 7, Investment Advisory, Portfolio Management, Asset Allocation, Defined Contribution, Series 63, Equities
Education
Northeastern University
BS, Finance, Accounting
Morgan Stanley June 2013 - Present
UBS Financial Services February 2007 - June 2013
KeyCorp 1993 - 2007
Skills
Retirement Planning, Mutual Funds, Wealth Management, Retirement, Financial Services, Investments, Asset Management, 401k, Series 7, Investment Advisory, Portfolio Management, Asset Allocation, Defined Contribution, Series 63, Equities
Education
Northeastern University
BS, Finance, Accounting
Al Hammond's UBS Financial Services Experience 1991 - Present
Job Institutional Consulting Director at Smith Barney
Industry Financial Services
Experience
Smith Barney May 2009 - Present
UBS Financial Services 1991 - Present
Merrill Lynch April 1991 - April 1996
Education
Northeastern University 1984 — 1989
B.S, Finance
Smith Barney May 2009 - Present
UBS Financial Services 1991 - Present
Merrill Lynch April 1991 - April 1996
Education
Northeastern University 1984 — 1989
B.S, Finance
William Gilmartin's UBS Financial Services Experience January 2003 - November 2004
Job Wholesaler at Capital Group
Industry Financial Services
Experience
Capital Group January 2014 - Present
American Funds December 2012 - December 2013
JP Morgan Asset Management October 2010 - October 2012
JP Morgan Asset Management January 2009 - September 2010
J&W Seligman May 2007 - November 2008
Wachovia Bank November 2004 - May 2007
UBS Financial Services January 2003 - November 2004
Skills
Financial Advisory, Separately Managed..., Asset Managment, Securities, Uniform Combined State..., Hedge Funds, Series 24, Equities, Series 6, Asset Management, Fixed Income, Financial Services, 401k, Investment Advisory, Investment Strategies, Investments, Retirement Planning, Investment Management, FINRA, Trading, Retirement, Portfolio Management
Education
Monmouth University 1999 — 2001
Bachelors, Business Finance
Capital Group January 2014 - Present
American Funds December 2012 - December 2013
JP Morgan Asset Management October 2010 - October 2012
JP Morgan Asset Management January 2009 - September 2010
J&W Seligman May 2007 - November 2008
Wachovia Bank November 2004 - May 2007
UBS Financial Services January 2003 - November 2004
Skills
Financial Advisory, Separately Managed..., Asset Managment, Securities, Uniform Combined State..., Hedge Funds, Series 24, Equities, Series 6, Asset Management, Fixed Income, Financial Services, 401k, Investment Advisory, Investment Strategies, Investments, Retirement Planning, Investment Management, FINRA, Trading, Retirement, Portfolio Management
Education
Monmouth University 1999 — 2001
Bachelors, Business Finance
Barry Brockenbrough's UBS Financial Services Experience September 2002 - July 2003
Job Default Mortgage Veteran, with an IT/Training background
Industry Banking
Experience
Old Republic Title Company/Superior Staffing September 2008 - April 2009
GOJO Industries/Superior Staffing April 2008 - August 2008
CARNATION BANC, INC July 2004 - April 2007
UBS FINANCIAL SERVICES September 2002 - July 2003
CAP GEMINI/ CG E August 1995 - July 2002
Skills
Technical Support, Loans, Software Documentation, Leadership, Process Improvement, Credit, Microsoft Excel, Finance, Databases, Mortgage Lending, Networking, Loan Origination, Management, Training, Public Speaking
Education
CASE WESTERN RESERVE UNIVERSITY
MBA Classes
Miami University 1986 — 1992
BA, Physics
MIAMI UNIVERSITY
Bachelor's Degree, Physics
THE CHAPEL
Old Republic Title Company/Superior Staffing September 2008 - April 2009
GOJO Industries/Superior Staffing April 2008 - August 2008
CARNATION BANC, INC July 2004 - April 2007
UBS FINANCIAL SERVICES September 2002 - July 2003
CAP GEMINI/ CG E August 1995 - July 2002
Skills
Technical Support, Loans, Software Documentation, Leadership, Process Improvement, Credit, Microsoft Excel, Finance, Databases, Mortgage Lending, Networking, Loan Origination, Management, Training, Public Speaking
Education
CASE WESTERN RESERVE UNIVERSITY
MBA Classes
Miami University 1986 — 1992
BA, Physics
MIAMI UNIVERSITY
Bachelor's Degree, Physics
THE CHAPEL
Jennifer Yanz's UBS Financial Services Experience June 2015 - Present
Job UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2015 - Present
RW Smith June 2005 - June 2015
Carr Futures August 2001 - October 2003
Bridge Trading September 1998 - August 2001
Skills
Series 7, Series 63, Wealth Management
Education
Northern Illinois University
B.S., Finance
UBS Financial Services June 2015 - Present
RW Smith June 2005 - June 2015
Carr Futures August 2001 - October 2003
Bridge Trading September 1998 - August 2001
Skills
Series 7, Series 63, Wealth Management
Education
Northern Illinois University
B.S., Finance
Denise Turrisi's UBS Financial Services Experience January 2005 - May 2006
Job Business Professional and Ontological Relationship Coach
Industry Professional Training & Coaching
Experience
RSVP Coach Me, LLC August 2001 - Present
Sony Electronics Professional Solutions Americas May 2006 - June 2011
UBS Financial Services January 2005 - May 2006
Skills
Personal Development, Writing, Life Coaching, Storytelling, Motivational Speaking, Public Speaking, Impromptu Speaking, Communication, Interpersonal..., Interviews, Trust Building, Ontology, Transformational Life..., Relationship Development, Inspiration, Thought Leadership, Compassion, Awareness Raising, Life Transitions, Loving Life, Peacebuilding, Relationship Building, Commitments, Microsoft Word, Microsoft Office, Administrative..., Accounting
Education
New York University 1981 — 1984
BS, Public and Business Administration
Hoffman Institute
Certificate
Newfield Network, Boulder CO
Ontological Life Coaching
RSVP Coach Me, LLC August 2001 - Present
Sony Electronics Professional Solutions Americas May 2006 - June 2011
UBS Financial Services January 2005 - May 2006
Skills
Personal Development, Writing, Life Coaching, Storytelling, Motivational Speaking, Public Speaking, Impromptu Speaking, Communication, Interpersonal..., Interviews, Trust Building, Ontology, Transformational Life..., Relationship Development, Inspiration, Thought Leadership, Compassion, Awareness Raising, Life Transitions, Loving Life, Peacebuilding, Relationship Building, Commitments, Microsoft Word, Microsoft Office, Administrative..., Accounting
Education
New York University 1981 — 1984
BS, Public and Business Administration
Hoffman Institute
Certificate
Newfield Network, Boulder CO
Ontological Life Coaching
Marc St. Amand's UBS Financial Services Experience April 2008 - April 2009
Job Manager Market Regulation at National Futures Association
Industry Financial Services
Experience
National Futures Association December 2010 - Present
Avatar Securities November 2009 - December 2010
UBS Financial Services April 2008 - April 2009
Gelber Group February 2000 - April 2008
Goldenberg, Hehmeyer & Co February 2000 - April 2008
Transmarket Group January 1996 - February 2000
Transmarket Group January 1996 - January 2000
Mizuho January 1992 - January 1996
Ritchie Capital Markets Group January 1995 - December 1995
Skills
Equities, Fixed Income, Trading Systems, Bonds, Finance, Treasury, Research, Management, Marketing, Outlook, Strategy, Profit, Market Planning
Education
Michigan State University
Degree, Finance
National Futures Association December 2010 - Present
Avatar Securities November 2009 - December 2010
UBS Financial Services April 2008 - April 2009
Gelber Group February 2000 - April 2008
Goldenberg, Hehmeyer & Co February 2000 - April 2008
Transmarket Group January 1996 - February 2000
Transmarket Group January 1996 - January 2000
Mizuho January 1992 - January 1996
Ritchie Capital Markets Group January 1995 - December 1995
Skills
Equities, Fixed Income, Trading Systems, Bonds, Finance, Treasury, Research, Management, Marketing, Outlook, Strategy, Profit, Market Planning
Education
Michigan State University
Degree, Finance
James P. Beckett, CFP, CIMA's UBS Financial Services Experience July 1997 - August 2004
Job Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Bank July 2006 - Present
Lenox Wealth Management August 2004 - June 2006
UBS Financial Services July 1997 - August 2004
Merrill Lynch February 1991 - July 1997
Skills
Wealth Management, Asset Allocation, Portfolio Management, Series 63, Investments, Series 7, Alternative Investments, Investment Advisory, Investment Management, Wealth Management..., Mutual Funds, Fixed Income, Asset Management, Investment Strategies
Education
Investment Management Consultants Association 2004 — 2004
CIMA, Certified Investment Management Analyst
College for Financial Planning 2000 — 2000
CFP, Certified Financial Planner
Institute for Investment Management Consultants 1997 — 1997
CIMC, Certified Investment Management Consultant
Miami University 1985 — 1989
BA, Economics
Brunswick High School 1981 — 1985
College Prep
Wells Fargo Bank July 2006 - Present
Lenox Wealth Management August 2004 - June 2006
UBS Financial Services July 1997 - August 2004
Merrill Lynch February 1991 - July 1997
Skills
Wealth Management, Asset Allocation, Portfolio Management, Series 63, Investments, Series 7, Alternative Investments, Investment Advisory, Investment Management, Wealth Management..., Mutual Funds, Fixed Income, Asset Management, Investment Strategies
Education
Investment Management Consultants Association 2004 — 2004
CIMA, Certified Investment Management Analyst
College for Financial Planning 2000 — 2000
CFP, Certified Financial Planner
Institute for Investment Management Consultants 1997 — 1997
CIMC, Certified Investment Management Consultant
Miami University 1985 — 1989
BA, Economics
Brunswick High School 1981 — 1985
College Prep
Ted Pugh's UBS Financial Services Experience April 2008 - September 2009
Job Management Consultant, Business Developer, Real Estate Entrepreneur
Industry Management Consulting
Experience
Town of Fairfax - General Plan Implementation Committee March 2012 - Present
Nextdoor Fairfax Heights March 2012 - Present
San Rafael Airport February 2012 - Present
Town of Fairfax - Volunteer Board August 2011 - Present
KMJ Urban Communities, LLC December 2004 - Present
MasterDevCo August 1998 - Present
UBS Financial Services April 2008 - September 2009
North American Realty Advisory Services January 1994 - February 2002
The Cadwalader Company September 1991 - December 1993
The Sammis Company January 1990 - August 1991
Skills
Business Development, New Business Development, Strategic Planning, Problem Solving, Leadership, Community Outreach, Entrepreneurship, Key Account Development, Zoning, Key Account Management, Renovation, Real Estate Development, Asset Management, Due Diligence, Property, Real Estate, Strategy, Marketing, Management, Commercial Real Estate, Finance, Investments, Start-ups
Education
NYU
Continuing Education, Real Estate
Pace University
Continuing Education, Real Estate Development
Penn State University
B.S., Public Admin. Crime, Law & Justice
Town of Fairfax - General Plan Implementation Committee March 2012 - Present
Nextdoor Fairfax Heights March 2012 - Present
San Rafael Airport February 2012 - Present
Town of Fairfax - Volunteer Board August 2011 - Present
KMJ Urban Communities, LLC December 2004 - Present
MasterDevCo August 1998 - Present
UBS Financial Services April 2008 - September 2009
North American Realty Advisory Services January 1994 - February 2002
The Cadwalader Company September 1991 - December 1993
The Sammis Company January 1990 - August 1991
Skills
Business Development, New Business Development, Strategic Planning, Problem Solving, Leadership, Community Outreach, Entrepreneurship, Key Account Development, Zoning, Key Account Management, Renovation, Real Estate Development, Asset Management, Due Diligence, Property, Real Estate, Strategy, Marketing, Management, Commercial Real Estate, Finance, Investments, Start-ups
Education
NYU
Continuing Education, Real Estate
Pace University
Continuing Education, Real Estate Development
Penn State University
B.S., Public Admin. Crime, Law & Justice
Craig Mills's UBS Financial Services Experience May 1995 - Present
Job Vice President Investments, UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services May 1995 - Present
Skills
Wealth Management
Education
Michigan State University 1985 — 1990
BA, Liberal Arts and Economics
UBS Financial Services May 1995 - Present
Skills
Wealth Management
Education
Michigan State University 1985 — 1990
BA, Liberal Arts and Economics
Scott Cavanaugh's UBS Financial Services Experience January 2005 - May 2005
Job Zeyuan Flooring International Corp. Office Assistant at GOK International Corp.
Industry Wholesale
Experience
GOK International Corp. October 2013 - March 2014
University of International Business and Economics (Beijing; 对外经济贸易大学) March 2013 - July 2013
University of International Business and Economics (Beijing; 对外经济贸易大学) September 2011 - February 2013
Expertise Education Company Ltd. January 2010 - September 2011
Expertise Education Company February 2009 - December 2009
Legal Wheels, Inc. September 2007 - March 2008
Motricity June 2007 - September 2007
Motricity June 2006 - December 2006
UBS Financial Services January 2005 - May 2005
Skills
Management
Education
North Carolina State University 2004 — 2008
Bachelor's, Economics, Chinese
Cardinal Gibbons/Cary Academy (High School) 2000 — 2004
GOK International Corp. October 2013 - March 2014
University of International Business and Economics (Beijing; 对外经济贸易大学) March 2013 - July 2013
University of International Business and Economics (Beijing; 对外经济贸易大学) September 2011 - February 2013
Expertise Education Company Ltd. January 2010 - September 2011
Expertise Education Company February 2009 - December 2009
Legal Wheels, Inc. September 2007 - March 2008
Motricity June 2007 - September 2007
Motricity June 2006 - December 2006
UBS Financial Services January 2005 - May 2005
Skills
Management
Education
North Carolina State University 2004 — 2008
Bachelor's, Economics, Chinese
Cardinal Gibbons/Cary Academy (High School) 2000 — 2004
Charlotte Purcell's UBS Financial Services Experience January 2009 - Present
Job New Recruits at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
UBS Financial Services March 2007 - December 2008
viking pest control 2001 - 2005
Skills
Accounts Payable
Education
Suffolk County Community College 2007 — 2008
Business Administrative
Middlesex County College 2003 — 2005
Business Administration
Red Bank Regional 1993 — 1994
High School Diploma
Riverhead High School 1990 — 1993
UBS Financial Services January 2009 - Present
UBS Financial Services March 2007 - December 2008
viking pest control 2001 - 2005
Skills
Accounts Payable
Education
Suffolk County Community College 2007 — 2008
Business Administrative
Middlesex County College 2003 — 2005
Business Administration
Red Bank Regional 1993 — 1994
High School Diploma
Riverhead High School 1990 — 1993
Al Clemens's UBS Financial Services Experience October 2008 - Present
Job Senior Portfolio Manager at UBS Finanacial Services
Industry Financial Services
Experience
UBS Financial Services October 2008 - Present
Smith Barney August 1986 - October 2008
Education
Northeastern University
UBS Financial Services October 2008 - Present
Smith Barney August 1986 - October 2008
Education
Northeastern University
David F. Nelson's UBS Financial Services Experience November 2003 - Present
Job Senior Vice President | Omni Wealth Management Group | UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2003 - Present
RDC Dain Rauscher November 1998 - October 2003
Morgan Stanley / Dean Witter November 1993 - October 1998
Education
Northern Illinois University - College of Business 1965 — 1969
BS in Marketing
UBS Financial Services November 2003 - Present
RDC Dain Rauscher November 1998 - October 2003
Morgan Stanley / Dean Witter November 1993 - October 1998
Education
Northern Illinois University - College of Business 1965 — 1969
BS in Marketing
Karen Higgins Severe's UBS Financial Services Experience 1999 - 2003
Job Manager at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers November 2003 - Present
UBS Financial Services 1999 - 2003
Skills
Financial Regulation, AML
Education
New Jersey City University 1994 — 1999
BA, English
PricewaterhouseCoopers November 2003 - Present
UBS Financial Services 1999 - 2003
Skills
Financial Regulation, AML
Education
New Jersey City University 1994 — 1999
BA, English
Todd Vralsted's UBS Financial Services Experience January 2001 - Present
Job Senior Vice PresidentWealth Management/Wealth Advisor at UBS Financial Services
Industry Investment Management
Experience
UBS August 2009 - Present
UBS Financial Services January 2001 - Present
Piper Jaffray January 2001 - August 2006
Morgan Stanley December 1995 - January 2001
US Army February 1989 - February 1995
Education
Montana State University-Billings 1992 — 1995
BS, Business
UBS August 2009 - Present
UBS Financial Services January 2001 - Present
Piper Jaffray January 2001 - August 2006
Morgan Stanley December 1995 - January 2001
US Army February 1989 - February 1995
Education
Montana State University-Billings 1992 — 1995
BS, Business
Ben Tarantino's UBS Financial Services Experience 2006 - Present
Job MD at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2006 - Present
UBS Financial Services 2006 - Present
Morgan Stanley August 2000 - April 2006
Education
Niagara University 1977 — 1981
BA, History
UBS Wealth Management April 2006 - Present
UBS Financial Services 2006 - Present
Morgan Stanley August 2000 - April 2006
Education
Niagara University 1977 — 1981
BA, History
Heather (Heather Etchason) Vandiver's UBS Financial Services Experience August 2011 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services August 2011 - Present
Troy Rotary Member 2011 - 2013
Cascades Plastics October 2009 - July 2011
Cascades Plastics November 2008 - October 2009
M.A. HannaColor 1998 - 2008
PolyOne 1998 - 2008
Continental Sprayers 1991 - 1997
Education
Francis Howell High School
Missouri Baptist University
Business Management
UBS Financial Services August 2011 - Present
Troy Rotary Member 2011 - 2013
Cascades Plastics October 2009 - July 2011
Cascades Plastics November 2008 - October 2009
M.A. HannaColor 1998 - 2008
PolyOne 1998 - 2008
Continental Sprayers 1991 - 1997
Education
Francis Howell High School
Missouri Baptist University
Business Management
Boris Rabinovich's UBS Financial Services Experience September 2003 - January 2015
Job VP Applications Development Manager at Citi Group
Industry Financial Services
Experience
Citi Group January 2015 - Present
UBS Financial Services September 2003 - January 2015
PaineWebber ,Inc March 2000 - September 2003
Skills
Business Analysis, SDLC, SQL, Microsoft SQL Server
Education
Polytechnic University 1997 — 2000
BS in Computer Science, Computer Science
Odessa State Polytechnic University 1988 — 1993
Master's degree in Electrical Engineering, Electrical and Electronics Engineering
Actimize
Citi Group January 2015 - Present
UBS Financial Services September 2003 - January 2015
PaineWebber ,Inc March 2000 - September 2003
Skills
Business Analysis, SDLC, SQL, Microsoft SQL Server
Education
Polytechnic University 1997 — 2000
BS in Computer Science, Computer Science
Odessa State Polytechnic University 1988 — 1993
Master's degree in Electrical Engineering, Electrical and Electronics Engineering
Actimize
Robert Junco's UBS Financial Services Experience October 2006 - September 2009
Job associate at Societe Generale
Industry Banking
Experience
Societe Generale April 2011 - Present
Societe Generale September 2008 - April 2011
UBS Financial Services October 2006 - September 2009
UBS Wealth Management 2000 - 2006
UBS Financial Services October 2000 - August 2005
UBS Financial Services September 1998 - October 2000
UBS Financial Services September 1998 - October 2000
Skills
Trading, Securities, Account Reconciliation, Settlement, Corporate Actions, Calypso, Fixed Income, Banking, Financial Risk, Middle Office, Trading Systems, Bonds, Back Office, Electronic Trading, Asset Management, Treasury, Finance, Financial Services, Investments, Capital Markets, Bloomberg, Investment Banking, Equity Derivatives, Equities, Derivatives, Structured Products, Credit Derivatives, FX Options, Interest Rate..., Swaps, Market Risk, Credit, Financial Markets
Education
New Jersey City University 1994 — 1997
Berkley college
International Business
Berkley college
International Business
Societe Generale April 2011 - Present
Societe Generale September 2008 - April 2011
UBS Financial Services October 2006 - September 2009
UBS Wealth Management 2000 - 2006
UBS Financial Services October 2000 - August 2005
UBS Financial Services September 1998 - October 2000
UBS Financial Services September 1998 - October 2000
Skills
Trading, Securities, Account Reconciliation, Settlement, Corporate Actions, Calypso, Fixed Income, Banking, Financial Risk, Middle Office, Trading Systems, Bonds, Back Office, Electronic Trading, Asset Management, Treasury, Finance, Financial Services, Investments, Capital Markets, Bloomberg, Investment Banking, Equity Derivatives, Equities, Derivatives, Structured Products, Credit Derivatives, FX Options, Interest Rate..., Swaps, Market Risk, Credit, Financial Markets
Education
New Jersey City University 1994 — 1997
Berkley college
International Business
Berkley college
International Business
Martha Dericks's UBS Financial Services Experience January 1997 - Present
Job Sr. Reg. Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 1997 - Present
Education
Montclair State University 1975 — 1998
BA, English
UBS Financial Services January 1997 - Present
Education
Montclair State University 1975 — 1998
BA, English
Tricia Mercalde's UBS Financial Services Experience 2006 - Present
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services 2006 - Present
Morgan Stanley March 1997 - March 2006
Education
University of Pittsburgh 2004 — 2004
AIF, Accredited Investment Fiduciary
Northern Kentucky University
BA
UBS Financial Services 2006 - Present
Morgan Stanley March 1997 - March 2006
Education
University of Pittsburgh 2004 — 2004
AIF, Accredited Investment Fiduciary
Northern Kentucky University
BA
R. Todd Perkins, CIMA®'s UBS Financial Services Experience May 2002 - April 2007
Job Senior Vice President Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2012 - Present
Merrill Lynch May 2007 - February 2012
UBS Financial Services May 2002 - April 2007
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Fixed Income, Concentrated Stock..., Series 65
Education
Mount St. Mary's University 1993 — 1997
BS, Finance, Economics
Calvert Hall College Highschool 1989 — 1993
Morgan Stanley February 2012 - Present
Merrill Lynch May 2007 - February 2012
UBS Financial Services May 2002 - April 2007
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Fixed Income, Concentrated Stock..., Series 65
Education
Mount St. Mary's University 1993 — 1997
BS, Finance, Economics
Calvert Hall College Highschool 1989 — 1993
Mary Jane Udell's UBS Financial Services Experience January 2008 - May 2010
Job Trust Specialist
Industry Financial Services
Experience
Fifth Third Bank May 2010 - Present
UBS Financial Services January 2008 - May 2010
Skills
Securities, Fixed Income, Wealth Management, Mutual Funds, Investments, Trust Services, Financial Operations, Investment Banking, Microsoft Excel, Asset Allocation, Wealth Management..., Financial Services, Estate Planning
Education
Michigan State University 1985 — 1988
B.A., English
Fifth Third Bank May 2010 - Present
UBS Financial Services January 2008 - May 2010
Skills
Securities, Fixed Income, Wealth Management, Mutual Funds, Investments, Trust Services, Financial Operations, Investment Banking, Microsoft Excel, Asset Allocation, Wealth Management..., Financial Services, Estate Planning
Education
Michigan State University 1985 — 1988
B.A., English
Charles Wurster's UBS Financial Services Experience January 2002 - June 2011
Job Vice President at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management July 2011 - Present
UBS Financial Services January 2002 - June 2011
H & R Block Financial Advisors May 1996 - January 2002
Skills
Cross-functional Team..., Equities, Finance, Financial Analysis, Investments, Portfolio Management, Series 7
Education
Northern Illinois University 1993 — 1996
Bachelor of Science, Finance
Merrill Lynch Wealth Management July 2011 - Present
UBS Financial Services January 2002 - June 2011
H & R Block Financial Advisors May 1996 - January 2002
Skills
Cross-functional Team..., Equities, Finance, Financial Analysis, Investments, Portfolio Management, Series 7
Education
Northern Illinois University 1993 — 1996
Bachelor of Science, Finance
Margaret Furman's UBS Financial Services Experience September 2006 - April 2009
Job Financial Services Professional
Industry Financial Services
Experience
Axelon Temporary Services for Citigroup May 2009 - December 2009
UBS Financial Services September 2006 - April 2009
Prudential Futures and Derivatives June 2001 - May 2006
Prudential Securities, Inc January 1997 - June 2001
Merrill Lynch Futures, Inc April 1994 - September 1994
Merrill Lynch Futures, Inc November 1989 - April 1994
Merrill Lynch October 1981 - November 1989
Skills
Computer Literate, Collateral Management, CFTC Rules, Large trader reporting, Forex operations, Clearing and deliveries..., Customer service skills, Foreign Exchange, Rules, Customer Service, Series 7, Securities, Trading, Equities, Derivatives, Hedge Funds, Capital Markets, Commodity, Management, Financial Risk, Fixed Income, Bloomberg, Investment Banking, Options, Back Office
Education
Monmouth University 1977 — 1985
Bachelor of Arts, Psychology
Mater Dei High School
Diploma
Axelon Temporary Services for Citigroup May 2009 - December 2009
UBS Financial Services September 2006 - April 2009
Prudential Futures and Derivatives June 2001 - May 2006
Prudential Securities, Inc January 1997 - June 2001
Merrill Lynch Futures, Inc April 1994 - September 1994
Merrill Lynch Futures, Inc November 1989 - April 1994
Merrill Lynch October 1981 - November 1989
Skills
Computer Literate, Collateral Management, CFTC Rules, Large trader reporting, Forex operations, Clearing and deliveries..., Customer service skills, Foreign Exchange, Rules, Customer Service, Series 7, Securities, Trading, Equities, Derivatives, Hedge Funds, Capital Markets, Commodity, Management, Financial Risk, Fixed Income, Bloomberg, Investment Banking, Options, Back Office
Education
Monmouth University 1977 — 1985
Bachelor of Arts, Psychology
Mater Dei High School
Diploma
Thomas H. Smith's UBS Financial Services Experience March 1996 - April 2009
Job Human Resources Professional
Industry Human Resources
Experience
None 1996 - Present
UBS Financial Services March 1996 - April 2009
Education
Northeastern University 1973 — 1977
Business, International Business
None 1996 - Present
UBS Financial Services March 1996 - April 2009
Education
Northeastern University 1973 — 1977
Business, International Business
john sterritt sr's UBS Financial Services Experience November 2011 - Present
Job Sr. Vice PresidentInvestments
Industry Financial Services
Experience
UBS Financial Services November 2011 - Present
Merrill Lynch June 1996 - November 2011
Education
Michigan State University 1962 — 1966
Bachelor of Science (BS), Economics
Cranbrook, Andover High
UBS Financial Services November 2011 - Present
Merrill Lynch June 1996 - November 2011
Education
Michigan State University 1962 — 1966
Bachelor of Science (BS), Economics
Cranbrook, Andover High
Hunter Chamberlain's UBS Financial Services Experience May 2009 - August 2010
Job Client Services Manager at Kantar Retail
Industry Marketing and Advertising
Experience
Kantar Retail August 2012 - June 2013
Apollo Global Management LLC June 2011 - August 2011
UBS Financial Services May 2009 - August 2010
Skills
Asset Allocation, Investments, Bloomberg, Equities, Portfolio Management, Economics, Financial Modeling, Valuation, Data Analysis, Market Research, Wealth Management, Management, Public Speaking, Social Media
Education
Middlebury College 2008 — 2012
Bachelor of Arts, Economics and History of Art & Architecture
Pembroke Hill School 2004 — 2008
Diploma, Secondary Education
Kantar Retail August 2012 - June 2013
Apollo Global Management LLC June 2011 - August 2011
UBS Financial Services May 2009 - August 2010
Skills
Asset Allocation, Investments, Bloomberg, Equities, Portfolio Management, Economics, Financial Modeling, Valuation, Data Analysis, Market Research, Wealth Management, Management, Public Speaking, Social Media
Education
Middlebury College 2008 — 2012
Bachelor of Arts, Economics and History of Art & Architecture
Pembroke Hill School 2004 — 2008
Diploma, Secondary Education
Kate Leymaster's UBS Financial Services Experience September 2003 - October 2010
Job Experienced Client Service Associate
Industry Investment Management
Experience
Western International Securities October 2010 - May 2011
UBS Financial Services September 2003 - October 2010
Skills
Microsoft Office, Customer Service, Marketing Communications, Microsoft Excel, Microsoft Word, Marketing Research, Marketing Strategy, Office Management, Time Management, Typing, Data Entry, Records Management, Receptionist Duties, Administrative..., Business Correspondence, Corporate Events, Seminars
Education
Nicholls State University 1999 — 2001
Business Administration and Management, General
San Joaquin Delta College 1999 — 2001
Associate of Arts (A.A.), Business Administration and Management, General
San Joaquin Delta College 1999 — 2001
Associate of Science (A.S.), Business Administration and Management, General
Western International Securities October 2010 - May 2011
UBS Financial Services September 2003 - October 2010
Skills
Microsoft Office, Customer Service, Marketing Communications, Microsoft Excel, Microsoft Word, Marketing Research, Marketing Strategy, Office Management, Time Management, Typing, Data Entry, Records Management, Receptionist Duties, Administrative..., Business Correspondence, Corporate Events, Seminars
Education
Nicholls State University 1999 — 2001
Business Administration and Management, General
San Joaquin Delta College 1999 — 2001
Associate of Arts (A.A.), Business Administration and Management, General
San Joaquin Delta College 1999 — 2001
Associate of Science (A.S.), Business Administration and Management, General
Vincent Vitale's UBS Financial Services Experience April 2007 - August 2008
Job Clinical Sales Representative
Industry Medical Devices
Experience
Cranial Technologies, Inc. July 2013 - Present
Paychex July 2012 - July 2013
ADP August 2008 - February 2012
UBS Financial Services April 2007 - August 2008
Esposito's Pizzeria and Restaurant June 2001 - April 2007
Stanley Capital Bank September 2005 - January 2006
Skills
Insurance, Customer Service, Customer Relations, Salesforce.com, Account Management, Excel, Microsoft Office, Access, PowerPoint, Team Building, Word, Data Analysis, Forecasting, Mentoring, Cold Calling, Sales, Customer Satisfaction
Education
Montclair State University 2000 — 2006
BA, Marketing
State of New York and New Jersey
Cranial Technologies, Inc. July 2013 - Present
Paychex July 2012 - July 2013
ADP August 2008 - February 2012
UBS Financial Services April 2007 - August 2008
Esposito's Pizzeria and Restaurant June 2001 - April 2007
Stanley Capital Bank September 2005 - January 2006
Skills
Insurance, Customer Service, Customer Relations, Salesforce.com, Account Management, Excel, Microsoft Office, Access, PowerPoint, Team Building, Word, Data Analysis, Forecasting, Mentoring, Cold Calling, Sales, Customer Satisfaction
Education
Montclair State University 2000 — 2006
BA, Marketing
State of New York and New Jersey
Jason Delevante's UBS Financial Services Experience July 2004 - July 2006
Job Senior Business Development Executive at Relationship Science
Industry Information Technology and Services
Experience
Relationship Science March 2013 - Present
Bloomberg June 2011 - March 2013
Neuberger Berman May 2010 - June 2011
Neuberger Berman LLC February 2008 - June 2011
KLS Professional July 2006 - July 2007
UBS Financial Services July 2004 - July 2006
Skills
Equities, Fixed Income, Mutual Funds, Investments, Trading, Sales Operations, Sales, Business Planning, Sales Process, Cold Calling, Analysis, Series 7, Teamwork, Building Relationships, Strategic Leadership
Education
Mount Saint Mary's College
Bachelor's degree, Finance
Relationship Science March 2013 - Present
Bloomberg June 2011 - March 2013
Neuberger Berman May 2010 - June 2011
Neuberger Berman LLC February 2008 - June 2011
KLS Professional July 2006 - July 2007
UBS Financial Services July 2004 - July 2006
Skills
Equities, Fixed Income, Mutual Funds, Investments, Trading, Sales Operations, Sales, Business Planning, Sales Process, Cold Calling, Analysis, Series 7, Teamwork, Building Relationships, Strategic Leadership
Education
Mount Saint Mary's College
Bachelor's degree, Finance
Deepika Mishra's UBS Financial Services Experience January 2011 - April 2011
Job Senior Business System Analyst
Industry Hospital & Health Care
Experience
Independence Blue Cross October 2012 - Present
Avanade and Accenture March 2011 - September 2012
Fern Hill LLC April 2011 - July 2012
UBS Financial Services January 2011 - April 2011
Kaiser Permanente IT May 2010 - January 2011
Skills
SharePoint, Microsoft Office..., C#, .NET, Business Intelligence, Databases, Software Project..., SSRS, ASP.NET, Web Parts, Microsoft SQL Server, SSIS, WCF, XSLT
Education
New York Institute of Technology-Old Westbury
Master of Science, Computer Science
New York University
Master of Science (MS)
Independence Blue Cross October 2012 - Present
Avanade and Accenture March 2011 - September 2012
Fern Hill LLC April 2011 - July 2012
UBS Financial Services January 2011 - April 2011
Kaiser Permanente IT May 2010 - January 2011
Skills
SharePoint, Microsoft Office..., C#, .NET, Business Intelligence, Databases, Software Project..., SSRS, ASP.NET, Web Parts, Microsoft SQL Server, SSIS, WCF, XSLT
Education
New York Institute of Technology-Old Westbury
Master of Science, Computer Science
New York University
Master of Science (MS)
Edmund Shea's UBS Financial Services Experience 2004 - 2010
Job Law Practice Professional
Industry Law Practice
Experience
County of Hudson, New Jersey June 2012 - Present
UBS Financial Services Inc. August 2004 - June 2010
UBS Financial Services 2004 - 2010
Morgan Stanley April 2002 - July 2004
Hartford Financial Products February 2001 - March 2002
AIG December 1997 - February 2001
Skills
Securities, Insurance, Claim, Risk Management
Education
New York Law School 1989 — 1993
JD, Law
Providence College 1979 — 1983
BA, Political Science
County of Hudson, New Jersey June 2012 - Present
UBS Financial Services Inc. August 2004 - June 2010
UBS Financial Services 2004 - 2010
Morgan Stanley April 2002 - July 2004
Hartford Financial Products February 2001 - March 2002
AIG December 1997 - February 2001
Skills
Securities, Insurance, Claim, Risk Management
Education
New York Law School 1989 — 1993
JD, Law
Providence College 1979 — 1983
BA, Political Science
Thomas Halpin's UBS Financial Services Experience July 2006 - Present
Job Associate Director / Compliance at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services July 2006 - Present
Skills
Securities, Mutual Funds, Financial Analysis, Equities, Fixed Income, AML, Alternative Investments, Hedge Funds, Investments, Risk Management, FINRA, Capital Markets, Wealth Management, Financial Services
Education
Montclair State University 2002 — 2005
Bachelor's, Business Administration / Management
Seton Hall University 2000 — 2002
Computer Science
UBS Financial Services July 2006 - Present
Skills
Securities, Mutual Funds, Financial Analysis, Equities, Fixed Income, AML, Alternative Investments, Hedge Funds, Investments, Risk Management, FINRA, Capital Markets, Wealth Management, Financial Services
Education
Montclair State University 2002 — 2005
Bachelor's, Business Administration / Management
Seton Hall University 2000 — 2002
Computer Science
Rebecca C Fischer's UBS Financial Services Experience 2002 - 2009
Job Human Resources | Benefits Specialist | Employee Development | Office Management
Industry Human Resources
Experience
Smith+Associates Architects Human Resources/Benefits Specialist/Office ManagementSmith+Associates ArchitectsJanuary 2011 - August 2013
Palmer Food Services March 2009 - December 2010
UBS Financial Services 2002 - 2009
Global Air Service, GmbH August 1981 - December 2007
Morgan Stanley 2000 - 2002
Skills
Human Resource..., Benefit..., COBRA administration, Human Resource..., I-9 Compliance, Planning Budgeting &..., Personnel Management..., Corporate Policy..., 401(k) Administration, Finance, Account Reconciliation, Forecasting, Cash Flow, Management, Managerial Finance, Accounting, Analysis, Payroll, General Ledger
Education
Nazareth College of Rochester
German Language and Literature, 95
St. John Fisher
German Language and Literature, 95
The Ohio State University
Business Administration and Management, General, 90
Smith+Associates Architects Human Resources/Benefits Specialist/Office ManagementSmith+Associates ArchitectsJanuary 2011 - August 2013
Palmer Food Services March 2009 - December 2010
UBS Financial Services 2002 - 2009
Global Air Service, GmbH August 1981 - December 2007
Morgan Stanley 2000 - 2002
Skills
Human Resource..., Benefit..., COBRA administration, Human Resource..., I-9 Compliance, Planning Budgeting &..., Personnel Management..., Corporate Policy..., 401(k) Administration, Finance, Account Reconciliation, Forecasting, Cash Flow, Management, Managerial Finance, Accounting, Analysis, Payroll, General Ledger
Education
Nazareth College of Rochester
German Language and Literature, 95
St. John Fisher
German Language and Literature, 95
The Ohio State University
Business Administration and Management, General, 90
Andrew Homan's UBS Financial Services Experience October 2006 - September 2008
Job Customer Service Representative at US Bank
Industry Retail
Experience
US Bank July 2013 - Present
TJ Maxx May 2008 - December 2013
TJ Maxx May 2009 - March 2011
UBS Financial Services October 2006 - September 2008
Quick and Reilly/Bank of America Investments Services February 2003 - August 2005
Quick and Reilly June 2001 - 2004
Fleet Boston Financial, Inc August 1999 - June 2001
Skills
Investments, Customer Relations, Word, Problem Solving, Microsoft Office, Customer Service, Banking, Teamwork, Customer Satisfaction, Team Leadership, Fixed Income, Mutual Funds, Financial Services, Equities, Management, Finance, Sales, Portfolio Management, Leadership, Trading
Education
Middlesex County College
Business Administration
US Bank July 2013 - Present
TJ Maxx May 2008 - December 2013
TJ Maxx May 2009 - March 2011
UBS Financial Services October 2006 - September 2008
Quick and Reilly/Bank of America Investments Services February 2003 - August 2005
Quick and Reilly June 2001 - 2004
Fleet Boston Financial, Inc August 1999 - June 2001
Skills
Investments, Customer Relations, Word, Problem Solving, Microsoft Office, Customer Service, Banking, Teamwork, Customer Satisfaction, Team Leadership, Fixed Income, Mutual Funds, Financial Services, Equities, Management, Finance, Sales, Portfolio Management, Leadership, Trading
Education
Middlesex County College
Business Administration
Jamison Licausi's UBS Financial Services Experience November 2008 - Present
Job Partner The Fendrick Group, Wealth Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services November 2008 - Present
Morgan Stanley April 2007 - November 2008
Morgan Stanley March 2005 - April 2007
Hennion & Walsh June 2004 - October 2004
Skills
Finance, Retirement Planning, Portfolio Management, Asset Allocation, Strategic Financial..., Investment Advisory, Series 7, Investments, Wealth Management, Mutual Funds, Investment Management, Financial Planning, Series 63, Retirement, Financial Services, Securities, Financial Advisory, Financial Analysis
Education
Moravian College 2000 — 2004
BA, Business Management
UBS Financial Services November 2008 - Present
Morgan Stanley April 2007 - November 2008
Morgan Stanley March 2005 - April 2007
Hennion & Walsh June 2004 - October 2004
Skills
Finance, Retirement Planning, Portfolio Management, Asset Allocation, Strategic Financial..., Investment Advisory, Series 7, Investments, Wealth Management, Mutual Funds, Investment Management, Financial Planning, Series 63, Retirement, Financial Services, Securities, Financial Advisory, Financial Analysis
Education
Moravian College 2000 — 2004
BA, Business Management
Martin Prince's UBS Financial Services Experience October 1966 - Present
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services October 1966 - Present
Education
Bergen County EMS Academy 2002 — 2002
Emergency Medican Technician, EMT-B
NYU 1960 — 1962
Grad Sch Bus Adm, Corporate Finance
The Johns Hopkins University 1955 — 1959
Bachelor of Arts, Economics
UBS Financial Services October 1966 - Present
Education
Bergen County EMS Academy 2002 — 2002
Emergency Medican Technician, EMT-B
NYU 1960 — 1962
Grad Sch Bus Adm, Corporate Finance
The Johns Hopkins University 1955 — 1959
Bachelor of Arts, Economics
Jay Rabinowitz's UBS Financial Services Experience December 2011 - Present
Job Vice PresidentInvestments at UBS Financial Services, inc.
Industry Financial Services
Experience
UBS Financial Services December 2011 - Present
Merrill Lynch June 1980 - September 2011
Merrill Lynch June 1980 - September 2011
Education
New York Law School 1974 — 1977
JD, Law
UBS Financial Services December 2011 - Present
Merrill Lynch June 1980 - September 2011
Merrill Lynch June 1980 - September 2011
Education
New York Law School 1974 — 1977
JD, Law
Laurie Falcon's UBS Financial Services Experience January 2008 - Present
Job Senior Paralegal at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2008 - Present
The Valley Hospital October 1997 - September 2007
Skills
Legal Issues, Litigation, Legal Writing, Legal Research, Management, Securities, Commercial Litigation, Microsoft Word, Due Diligence, Westlaw, Microsoft Excel
Education
Montclair State University 2005 — 2007
Bachelor's degree, Psychology
Berkeley College-Woodland Park 1999 — 2000
Associate of Science (A.S.), Paralegal Studies
UBS Financial Services January 2008 - Present
The Valley Hospital October 1997 - September 2007
Skills
Legal Issues, Litigation, Legal Writing, Legal Research, Management, Securities, Commercial Litigation, Microsoft Word, Due Diligence, Westlaw, Microsoft Excel
Education
Montclair State University 2005 — 2007
Bachelor's degree, Psychology
Berkeley College-Woodland Park 1999 — 2000
Associate of Science (A.S.), Paralegal Studies
Farra Rosko's UBS Financial Services Experience February 2000 - May 2005
Job Executive Assistant at UBS
Industry Financial Services
Experience
UBS Wealth Management May 2005 - Present
UBS Financial Services February 2000 - May 2005
Skills
Microsoft Office; Word,..., Bloomberg Terminal, Human Resources
Education
Monmouth University 1994 — 1998
Bachelor of Science (B.S.), Finance, General
UBS Wealth Management May 2005 - Present
UBS Financial Services February 2000 - May 2005
Skills
Microsoft Office; Word,..., Bloomberg Terminal, Human Resources
Education
Monmouth University 1994 — 1998
Bachelor of Science (B.S.), Finance, General
LeVon Kendrick's UBS Financial Services Experience January 2011 - May 2014
Job Securities Auditing at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management July 2014 - Present
UBS Financial Services January 2011 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Lawson General Ledger, PeopleSoft, Outlook, QuickBooks, Peachtree, Access, Accounting, Accounts Payable, Accounts Receivable, Data Entry, Data Analysis, Bookkeeping, Financial Statements, Securities, Equities, Account Reconciliation, Financial Reporting, Financial Analysis, Spreadsheets, Databases, General Ledger, Finance, Financial Accounting, Banking, Analysis, Administration, Bonds, Budgets, Corporate Actions, Expenses, Bank Reconciliation, Internal Controls, Journal Entries, Cash Flow, Risk Management, Sarbanes-Oxley Act, Telephone Skills, Cash Management, US GAAP, Accruals, Auditing, Training, Tax, Mutual Funds, Payroll
Education
Middle Tennessee State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
UBS Wealth Management July 2014 - Present
UBS Financial Services January 2011 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Lawson General Ledger, PeopleSoft, Outlook, QuickBooks, Peachtree, Access, Accounting, Accounts Payable, Accounts Receivable, Data Entry, Data Analysis, Bookkeeping, Financial Statements, Securities, Equities, Account Reconciliation, Financial Reporting, Financial Analysis, Spreadsheets, Databases, General Ledger, Finance, Financial Accounting, Banking, Analysis, Administration, Bonds, Budgets, Corporate Actions, Expenses, Bank Reconciliation, Internal Controls, Journal Entries, Cash Flow, Risk Management, Sarbanes-Oxley Act, Telephone Skills, Cash Management, US GAAP, Accruals, Auditing, Training, Tax, Mutual Funds, Payroll
Education
Middle Tennessee State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Fardosi Patwary's UBS Financial Services Experience July 2005 - Present
Job Program and Project Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services July 2005 - Present
Skills
Program Management, Project Management, PMO, Business Analysis, Management, Project Planning, SDLC, Requirements Analysis, PMP, Agile Methodologies, Waterfall, Scrum, Process Improvement
Education
New York University 2014 — 2016
New York University 2001 — 2005
Bachelor of Science, Computer Engineering, School of Engineering, 3.7 (Magna Cum Laude)
UBS Financial Services July 2005 - Present
Skills
Program Management, Project Management, PMO, Business Analysis, Management, Project Planning, SDLC, Requirements Analysis, PMP, Agile Methodologies, Waterfall, Scrum, Process Improvement
Education
New York University 2014 — 2016
New York University 2001 — 2005
Bachelor of Science, Computer Engineering, School of Engineering, 3.7 (Magna Cum Laude)
Amy Mahoney, CFP®'s UBS Financial Services Experience 1997 - Present
Job Senior Wealth Strategy Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services 1997 - Present
Education
New York University
CERTIFIED FINANCIAL PLANNER™ Certification
State University of New York College at Oswego
Bachelor's Degree, Political Science and Government
UBS Financial Services 1997 - Present
Education
New York University
CERTIFIED FINANCIAL PLANNER™ Certification
State University of New York College at Oswego
Bachelor's Degree, Political Science and Government
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS